13F History

ManagerCIKFiledPositions13F Reported Value
Prospera Financial Services Inc 0001541625Jul 15, 2026 1,468$6.9B
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0001510434Jul 15, 2026 1,046$6.8B
Liontrust Investment Partners LLP 0001544204Aug 18, 2026 194$6.8B
TimesSquare Capital Management, LLC 0001313816Aug 7, 2026 158$6.8B
Capital Advisors Inc. 0000860828Jul 23, 2026 374$6.8B
Deep Track Capital, LP 0001856083Aug 14, 2026 66$6.8B
Border to Coast Pensions Partnership Ltd 0001876496Jul 27, 2026 90$6.8B
Letko, Brosseau & Associates Inc. 0001297496Aug 13, 2026 112$6.8B
Bristol John W & Co. Inc. 0000276101Aug 13, 2026 62$6.8B
Crestwood Advisors Group, LLC 0001426853Aug 3, 2026 877$6.7B
Louisiana State Employees Retirement System 0001537191Jul 21, 2026 1,523$6.7B
Ritholtz Wealth Management 0001698218Aug 11, 2026 1,290$6.7B
First Citizens Bank & Trust Co. 0001092203Jul 13, 2026 644$6.7B
Quilter Plc 0001770632Jul 24, 2026 131$6.6B
Reaves W H & Co. Inc. 0000740913Jul 30, 2026 94$6.6B
K5 Global Advisor LLC 0002151773Aug 27, 2026 3$6.6B
Advisors Asset Management, Inc. 0001297376Aug 14, 2026 1,408$6.6B
Parallel Advisors, LLC 0001690010Aug 5, 2026 3,893$6.5B
Global Retirement Partners, LLC 0001749744Aug 6, 2026 4,501$6.5B
Eastern Bank 0001126395Jul 1, 2026 1,038$6.5B
Arkadios Wealth Advisors 0001800798Aug 10, 2026 1,680$6.5B
Sagespring Wealth Partners, LLC 0002056425Aug 3, 2026 846$6.5B
Mondrian Investment Partners LTD 0001317724Jul 30, 2026 111$6.5B
Curi Capital, LLC 0001332905Aug 14, 2026 888$6.5B
Montrusco Bolton Investments Inc. 0001475940Jul 21, 2026 80$6.5B
Perceptive Advisors LLC 0001224962Aug 14, 2026 102$6.4B
Aequim Alternative Investments LP 0001728201Aug 11, 2026 102$6.4B
Ruane, Cunniff & Goldfarb L.P. 0001720792Aug 14, 2026 54$6.4B
Confluence Investment Management LLC 0001442056Jul 1, 2026 290$6.4B
RFG Advisory, LLC 0001633387Jul 15, 2026 1,103$6.4B
Mesirow Financial Investment Management, Inc. 0001469475Jul 22, 2026 529$6.4B
Aristeia Capital, L.L.C. 0001080171Aug 14, 2026 786$6.4B
Energy Income Partners, LLC 0001388814Aug 7, 2026 88$6.4B
Davis R M Inc. 0000891287Aug 14, 2026 280$6.3B
Great Valley Advisor Group, Inc. 0001769897Aug 10, 2026 1,040$6.3B
Perigon Wealth Management, LLC 0001575239Aug 7, 2026 1,411$6.3B
Axxcess Wealth Management, LLC 0001911056Jul 28, 2026 1,051$6.3B
Susquehanna Portfolio Strategies, LLC 0001996449Aug 14, 2026 833$6.3B
Danica Pension, Livsforsikringsaktieselskab 0002096095Aug 10, 2026 184$6.3B
Wit, LLC 0001840025Aug 14, 2026 24$6.3B
Alpha Wave Global, LP 0001558858Aug 13, 2026 25$6.2B
Diversified Trust Co. 0001479844Jul 17, 2026 1,115$6.2B
Robeco Schweiz AG 0001418427Jul 28, 2026 126$6.2B
Davidson Kempner Capital Management LP 0001595082Aug 14, 2026 231$6.2B
Evergreen Quality Fund GP, Ltd. 0002016939Aug 14, 2026 43$6.2B
Whitebox Advisors LLC 0001257391Aug 14, 2026 643$6.2B
Mizuho Securities USA LLC 0000812291Jul 28, 2026 690$6.2B
Longview Partners (Guernsey) LTD 0001426092Aug 13, 2026 23$6.2B
Milford Funds Ltd. 0001775715Jul 30, 2026 91$6.1B
Sumitomo Life Insurance Co. 0000937760Aug 12, 2026 291$6.1B
Wedge Capital Management L L P 0001015308Jul 10, 2026 484$6.1B
Mgo One Seven LLC 0001731444Jul 31, 2026 1,537$6.1B
Nippon Life Insurance Co. 0000905591Jul 13, 2026 5$6.0B
World Investment Advisors 0001652594Aug 14, 2026 1,523$6.0B
Samlyn Capital, LLC 0001421097Aug 14, 2026 77$6.0B
Catalyst Capital Advisors LLC 0001549275Jul 24, 2026 367$6.0B
Alphinity Investment Management Pty Ltd 0001731012Jul 29, 2026 27$6.0B
Crawford Investment Counsel Inc. 0000837592Aug 14, 2026 306$6.0B
Hancock Whitney Corp. 0000750577Aug 14, 2026 752$6.0B
Forvis Mazars Wealth Advisors, LLC 0001352864Aug 10, 2026 433$6.0B
Atlantic Union Bankshares Corp 0000883948Aug 11, 2026 1,699$6.0B
Japan Post Holdings Co., Ltd. 0001783464Jul 10, 2026 1$6.0B
Deprince Race & Zollo Inc. 0001008894Aug 20, 2026 188$6.0B
Diversify Advisory Services, LLC 0002021232Aug 10, 2026 1,244$6.0B
Diversify Wealth Management, LLC 0002030780Jul 30, 2026 1,244$6.0B
Caisse Des Depots Et Consignations 0001056947Jul 24, 2026 235$5.9B
Guinness Asset Management LTD 0001409661Jul 29, 2026 141$5.9B
Disciplined Growth Investors Inc. 0001050442Aug 14, 2026 58$5.9B
Scge Management, L.P. 0001537530Aug 14, 2026 21$5.9B
Sterling Capital Management LLC 0001329883Jul 28, 2026 3,289$5.9B
Annex Advisory Services, LLC 0001542287Jul 10, 2026 356$5.9B
DSM Capital Partners LLC 0001214639Aug 3, 2026 70$5.8B
South Dakota Investment Council 0001538846Aug 11, 2026 621$5.8B
Maryland State Retirement & Pension System 0001795552Jul 30, 2026 1,423$5.8B
Kensico Capital Management Corp. 0001113000Aug 14, 2026 25$5.8B
J.W. Cole Advisors, Inc. 0001404763Jul 21, 2026 1,593$5.8B
Nearwater Capital Markets, Ltd 0001915842Aug 14, 2026 100$5.8B
Douglass Winthrop Advisors, LLC 0001308527Aug 13, 2026 308$5.8B
Snyder Capital Management L P 0001050477Aug 13, 2026 69$5.8B
Sessa Capital IM, L.P. 0001595849Aug 14, 2026 26$5.8B
Carronade Capital Management, LP 0001866872Aug 14, 2026 23$5.8B
Lazard Freres Gestion S.A.S. 0001426748Aug 6, 2026 115$5.8B
Evelyn Partners Group Ltd 0002146944Aug 7, 2026 551$5.8B
Hancock Prospecting Pty Ltd 0002017993Aug 14, 2026 42$5.7B
Country Trust Bank 0001209324Jul 15, 2026 628$5.7B
Kohlberg Kravis Roberts & Co. L.P. 0001399770Aug 14, 2026 99$5.7B
Badgley Phelps Wealth Managers, LLC 0001895362Jul 31, 2026 333$5.7B
Evergreen Capital Management LLC 0001260824Jul 23, 2026 1,522$5.7B
Choate Investment Advisors 0001399794Aug 11, 2026 472$5.7B
Bridgeway Capital Management, LLC 0001107261Aug 14, 2026 1,233$5.7B
Atalanta Sosnoff Capital, LLC 0000700529Aug 12, 2026 112$5.7B
PointState Capital LP 0001509842Aug 14, 2026 43$5.7B
Donald Smith & Co., Inc. 0000814375Aug 11, 2026 66$5.6B
Kennedy Capital Management LLC 0000884589Aug 14, 2026 543$5.6B
Barings LLC 0000009015Aug 7, 2026 191$5.6B
ValueAct Capital 0001418814Aug 14, 2026 18$5.6B
Todd Asset Management LLC 0001071483Aug 4, 2026 182$5.6B
Cannell & Spears LLC 0001426319Aug 11, 2026 445$5.6B
Linonia Partnership LP 0001985479Aug 14, 2026 12$5.6B
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0001730896Aug 6, 2026 184$5.6B