Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗
- 13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,125 holders are listed, largest first
- 3,125
- sum of the reported values across every holder; NULL values are excluded, never zero-filled
- $213B
- holders whose share count rose or who opened the position (new + add), by shares
- 1,406
- holders absent this quarter after holding last quarter — inferred from absence, not a sale record
- 206
Holders — quarter ended 2026-03-31
ranked by reported value · Δ shares vs 2025-12-31 · kind by shares| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $28.3B | 365,059,875 | −13,276,196 | TRIM |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $18.9B | 243,780,205 | — | NO PRIOR |
| 3 | STATE STREET CORP | $15.0B | 193,593,697 | −1,927,464 | TRIM |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.1B | 117,849,671 | — | NO PRIOR |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $7.9B | 102,134,942 | +2,510,076 | ADD |
| 6 | MORGAN STANLEY | $6.0B | 77,731,032 | +2,404,774 | ADD |
| 7 | FMR LLC | $5.2B | 67,385,563 | +1,939,909 | ADD |
| 8 | Capital Research Global Investors | $5.0B | 63,949,104 | +63,949,104 | NEW |
| 9 | FRANKLIN RESOURCES INC | $4.5B | 58,212,333 | +7,891,428 | ADD |
| 10 | Invesco Ltd. | $4.4B | 56,782,762 | −3,054,020 | TRIM |
| 11 | BANK OF AMERICA CORP /DE/ | $4.0B | 51,849,500 | −298,549 | TRIM |
| 12 | NORTHERN TRUST CORP | $3.7B | 47,361,518 | +68,952 | ADD |
| 13 | Bank of New York Mellon Corp | $3.5B | 45,261,938 | −208,462 | TRIM |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.3B | 42,307,035 | +6,449,617 | ADD |
| 15 | WELLS FARGO & COMPANY/MN | $3.0B | 38,484,775 | −28,965 | TRIM |
| 16 | AMERIPRISE FINANCIAL INC | $2.7B | 34,424,101 | +1,504,768 | ADD |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | $2.7B | 34,421,765 | +2,567,822 | ADD |
| 18 | Legal & General Group Plc | $2.7B | 34,386,428 | −1,270,514 | TRIM |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6B | 33,989,713 | −36,532,084 | TRIM |
| 20 | UBS Group AG | $2.5B | 32,016,307 | +2,559,949 | ADD |
| 21 | DIMENSIONAL FUND ADVISORS LP | $2.1B | 27,615,249 | −440,799 | TRIM |
| 22 | FIRST TRUST ADVISORS LP | $1.7B | 22,139,390 | −3,746,838 | TRIM |
| 23 | Nuveen, LLC | $1.7B | 21,957,089 | +1,841,812 | ADD |
| 24 | VANGUARD FIDUCIARY TRUST CO | $1.7B | 21,929,432 | — | NO PRIOR |
| 25 | ROYAL BANK OF CANADA | $1.6B | 21,204,566 | −4,898,136 | TRIM |
| 26 | Amundi | $1.4B | 18,129,660 | +1,533,801 | ADD |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.4B | 17,585,957 | −4,999,373 | TRIM |
| 28 | Fisher Asset Management, LLC | $1.3B | 17,301,583 | +14,113,710 | ADD |
| 29 | HSBC HOLDINGS PLC | $1.3B | 17,277,335 | −22,527,075 | TRIM |
| 30 | DEUTSCHE BANK AG\ | $1.3B | 16,765,902 | +378,444 | ADD |
| 31 | NORDEA INVESTMENT MANAGEMENT AB | $1.3B | 16,476,809 | −694,455 | TRIM |
| 32 | VICTORY CAPITAL MANAGEMENT INC | $1.2B | 15,249,836 | −5,853,076 | TRIM |
| 33 | ALLIANCEBERNSTEIN L.P. | $1.1B | 13,773,350 | +2,615,461 | ADD |
| 34 | STIFEL FINANCIAL CORP | $1.0B | 13,476,992 | +30,229 | ADD |
| 35 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $935M | 12,054,410 | +492,925 | ADD |
| 36 | Swiss National Bank | $900M | 11,595,500 | +762,700 | ADD |
| 37 | BARCLAYS PLC | $847M | 10,917,805 | −3,500,711 | TRIM |
| 38 | CITIGROUP INC | $809M | 10,431,651 | +2,750,286 | ADD |
| 39 | Sumitomo Mitsui Trust Group, Inc. | $798M | 10,287,579 | −489,140 | TRIM |
| 40 | RAYMOND JAMES FINANCIAL INC | $783M | 10,094,811 | +270,496 | ADD |
| 41 | ENVESTNET ASSET MANAGEMENT INC | $780M | 10,057,486 | +942,876 | ADD |
| 42 | CANADA PENSION PLAN INVESTMENT BOARD | $767M | 9,891,453 | +2,079,193 | ADD |
| 43 | National Pension Service | $747M | 9,622,922 | +9,622,922 | NEW |
| 44 | Mitsubishi UFJ Asset Management Co., Ltd. | $735M | 9,472,941 | +639,435 | ADD |
| 45 | Allianz Asset Management GmbH | $699M | 9,013,935 | −1,224,066 | TRIM |
| 46 | Swedbank AB | $676M | 8,710,960 | −247,808 | TRIM |
| 47 | Vanguard Global Advisers, LLC | $673M | 8,678,769 | — | NO PRIOR |
| 48 | VANGUARD ASSET MANAGEMENT, Ltd | $620M | 7,988,384 | — | NO PRIOR |
| 49 | NATIONAL BANK OF CANADA /FI/ | $573M | 7,382,173 | +728,646 | ADD |
| 50 | FIL Ltd | $568M | 7,321,030 | −5,604,342 | TRIM |
| 51 | RHUMBLINE ADVISERS | $556M | 7,167,062 | −117,796 | TRIM |
| 52 | BANK OF MONTREAL /CAN/ | $538M | 6,939,560 | −623,170 | TRIM |
| 53 | LPL Financial LLC | $518M | 6,673,724 | +284,974 | ADD |
| 54 | VOYA INVESTMENT MANAGEMENT LLC | $509M | 6,560,769 | −3,746,500 | TRIM |
| 55 | Robeco Institutional Asset Management B.V. | $498M | 6,415,886 | +668,103 | ADD |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $487M | 6,272,911 | +538,951 | ADD |
| 57 | Aberdeen Group plc | $475M | 6,125,704 | +55,411 | ADD |
| 58 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $474M | 6,104,254 | −3,203,202 | TRIM |
| 59 | Bank Julius Baer & Co. Ltd, Zurich | $472M | 6,087,517 | +2,002,552 | ADD |
| 60 | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | $466M | 6,000,000 | 0 | NO CHANGE |
| 61 | ProShare Advisors LLC | $462M | 5,952,026 | −1,291,262 | TRIM |
| 62 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $432M | 5,562,183 | +2,027,876 | ADD |
| 63 | 1832 Asset Management L.P. | $423M | 5,447,085 | −2,326,009 | TRIM |
| 64 | HighTower Advisors, LLC | $408M | 5,258,519 | −383,882 | TRIM |
| 65 | MACKENZIE FINANCIAL CORP | $391M | 5,039,461 | +781,306 | ADD |
| 66 | TRUIST FINANCIAL CORP | $380M | 4,896,565 | +585,467 | ADD |
| 67 | PRINCIPAL FINANCIAL GROUP INC | $380M | 4,894,663 | +21,389 | ADD |
| 68 | SCHRODER INVESTMENT MANAGEMENT GROUP | $378M | 4,875,969 | −897,367 | TRIM |
| 69 | PRIMECAP MANAGEMENT CO/CA/ | $375M | 4,839,160 | −1,900 | TRIM |
| 70 | NEW YORK STATE COMMON RETIREMENT FUND | $374M | 4,815,176 | +7,800 | ADD |
| 71 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $362M | 4,670,052 | +1,751,985 | ADD |
| 72 | AMERICAN CENTURY COMPANIES INC | $357M | 4,601,323 | −135,169 | TRIM |
| 73 | Universal- Beteiligungs- und Servicegesellschaft mbH | $343M | 4,442,667 | +365,458 | ADD |
| 74 | Alyeska Investment Group, L.P. | $334M | 4,300,552 | +4,300,552 | NEW |
| 75 | MILLENNIUM MANAGEMENT LLC | $326M | 4,205,969 | +3,248,553 | ADD |
| 76 | BNP Paribas Asset Management Holding S.A. | $315M | 4,056,897 | −748,011 | TRIM |
| 77 | AQR CAPITAL MANAGEMENT LLC | $314M | 4,050,508 | −1,349,226 | TRIM |
| 78 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $301M | 3,884,521 | −23,200 | TRIM |
| 79 | Pictet Asset Management Holding SA | $300M | 3,864,350 | −177,446 | TRIM |
| 80 | FIFTH THIRD BANCORP | $298M | 3,835,824 | +1,598,159 | ADD |
| 81 | US BANCORP \DE\ | $288M | 3,707,989 | −46,430 | TRIM |
| 82 | NOMURA ASSET MANAGEMENT CO LTD | $285M | 3,668,884 | +26,598 | ADD |
| 83 | Cullen Capital Management, LLC | $283M | 3,645,540 | −86,896 | TRIM |
| 84 | Boston Partners | $281M | 3,617,135 | +1,403 | ADD |
| 85 | JENNISON ASSOCIATES LLC | $278M | 3,580,283 | −135,901 | TRIM |
| 86 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $276M | 3,562,137 | −6,609 | TRIM |
| 87 | BAHL & GAYNOR INC | $272M | 3,501,023 | +260,472 | ADD |
| 88 | AVIVA PLC | $271M | 3,490,152 | +157,359 | ADD |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $270M | 3,476,566 | −45,366 | TRIM |
| 90 | TD ASSET MANAGEMENT INC | $269M | 3,469,395 | +200,014 | ADD |
| 91 | DANSKE BANK A/S | $262M | 3,382,685 | −48,439 | TRIM |
| 92 | Focus Partners Wealth | $248M | 3,187,038 | +481,884 | ADD |
| 93 | STOREBRAND ASSET MANAGEMENT AS | $247M | 3,183,884 | — | NO PRIOR |
| 94 | LONDON CO OF VIRGINIA | $246M | 3,176,818 | −231,011 | TRIM |
| 95 | ROYAL LONDON ASSET MANAGEMENT LTD | $243M | 3,137,547 | −45,021 | TRIM |
| 96 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $241M | 3,107,392 | +1,229,508 | ADD |
| 97 | PRUDENTIAL FINANCIAL INC | $228M | 2,935,116 | −768,768 | TRIM |
| 98 | THORNBURG INVESTMENT MANAGEMENT INC | $226M | 2,914,333 | +45,300 | ADD |
| 99 | SEI INVESTMENTS CO | $226M | 2,911,194 | −248,083 | TRIM |
| 100 | Korea Investment CORP | $224M | 2,893,370 | +14,666 | ADD |
| 101 | Guinness Asset Management LTD | $222M | 2,874,189 | −187,212 | TRIM |
| 102 | Quantinno Capital Management LP | $219M | 2,823,100 | +430,639 | ADD |
| 103 | Artemis Investment Management LLP | $219M | 2,820,149 | +952,095 | ADD |
| 104 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $217M | 2,798,623 | +2,798,623 | NEW |
| 105 | CIBC Bancorp USA Inc. | $217M | 2,796,915 | — | NO PRIOR |
| 106 | MACQUARIE GROUP LTD | $217M | 2,800,725 | +422,396 | ADD |
| 107 | Retirement Systems of Alabama | $213M | 2,743,786 | +716 | ADD |
| 108 | NEOS Investment Management LLC | $212M | 2,730,991 | +587,183 | ADD |
| 109 | Mitsubishi UFJ Trust & Banking Corp | $209M | 2,697,507 | +32,184 | ADD |
| 110 | Baird Financial Group, Inc. | $209M | 2,688,589 | +2,688,589 | NEW |
| 111 | PFA Pension, Forsikringsaktieselskab | $207M | 2,665,630 | +2,665,630 | NEW |
| 112 | Epoch Investment Partners, Inc. | $205M | 2,644,857 | +270,609 | ADD |
| 113 | Cerity Partners LLC | $202M | 2,604,207 | +38,077 | ADD |
| 114 | Corient Private Wealth LLC | $199M | 2,574,502 | −3,085,733 | TRIM |
| 115 | TORONTO DOMINION BANK | $193M | 2,490,204 | +1,039,530 | ADD |
| 116 | M&T BANK CORP | $193M | 2,485,799 | −91,505 | TRIM |
| 117 | Vident Advisory, LLC | $192M | 2,476,211 | +151,501 | ADD |
| 118 | NewEdge Advisors, LLC | $191M | 2,467,602 | +386,151 | ADD |
| 119 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $187M | 2,415,129 | −633,371 | TRIM |
| 120 | Mariner, LLC | $187M | 2,408,984 | +8,904 | ADD |
| 121 | APG Asset Management N.V. | $181M | 2,694,269 | +440,183 | ADD |
| 122 | GLENMEDE TRUST CO NA | $181M | 2,334,479 | −63,978 | TRIM |
| 123 | UniSuper Management Pty Ltd | $181M | 2,330,840 | −150,012 | TRIM |
| 124 | ZACKS INVESTMENT MANAGEMENT | $181M | 2,327,493 | −8,134 | TRIM |
| 125 | Mirae Asset Global Investments Co., Ltd. | $180M | 2,313,698 | −960,429 | TRIM |
| 126 | Rockefeller Capital Management L.P. | $179M | 2,305,742 | −178,434 | TRIM |
| 127 | CREDIT AGRICOLE S A | $177M | 2,279,239 | −314,407 | TRIM |
| 128 | STATE OF WISCONSIN INVESTMENT BOARD | $171M | 2,205,020 | +130,900 | ADD |
| 129 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $170M | 2,188,717 | +815,200 | ADD |
| 130 | Asset Management One Co., Ltd. | $161M | 2,080,156 | −170,177 | TRIM |
| 131 | Chevy Chase Trust Holdings, LLC | $161M | 2,071,901 | −53,474 | TRIM |
| 132 | Vanguard Investments Australia, Ltd. | $153M | 1,971,041 | — | NO PRIOR |
| 133 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $152M | 1,962,931 | +147,375 | ADD |
| 134 | Janus Henderson Group Ltd. | $152M | 1,956,094 | +81,400 | ADD |
| 135 | Zurcher Kantonalbank (Zurich Cantonalbank) | $152M | 1,953,107 | +1,953,107 | NEW |
| 136 | Ensign Peak Advisors, Inc | $150M | 1,938,004 | +82,121 | ADD |
| 137 | Creative Planning | $148M | 1,907,189 | +266,143 | ADD |
| 138 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $144M | 1,925,495 | −775,398 | TRIM |
| 139 | SATURNA CAPITAL CORP | $139M | 1,788,543 | +1,788,543 | NEW |
| 140 | Cetera Investment Advisers | $137M | 1,769,004 | +66,595 | ADD |
| 141 | Man Group plc | $137M | 1,766,464 | +350,755 | ADD |
| 142 | CIBC Asset Management Inc | $134M | 1,729,599 | −154,142 | TRIM |
| 143 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $132M | 1,706,440 | −62,777 | TRIM |
| 144 | KEYBANK NATIONAL ASSOCIATION/OH | $131M | 1,691,810 | −3,549 | TRIM |
| 145 | Swiss Life Asset Management Ltd | $131M | 1,686,371 | +11,613 | ADD |
| 146 | KLP KAPITALFORVALTNING AS | $131M | 1,684,615 | −113,800 | TRIM |
| 147 | GREAT LAKES ADVISORS, LLC | $130M | 1,675,476 | +46,485 | ADD |
| 148 | GUGGENHEIM CAPITAL LLC | $129M | 1,663,935 | −223,190 | TRIM |
| 149 | DnB Asset Management AS | $129M | 1,663,322 | +128,958 | ADD |
| 150 | Eurizon Capital SGR S.p.A. | $129M | 1,661,359 | −239,207 | TRIM |
| 151 | COMMONWEALTH EQUITY SERVICES, LLC | $127M | 1,631,338 | −38,828 | TRIM |
| 152 | Advisors Capital Management, LLC | $125M | 1,610,222 | +36,840 | ADD |
| 153 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $122M | 1,566,744 | −318,947 | TRIM |
| 154 | Clark Capital Management Group, Inc. | $121M | 1,558,479 | −246,632 | TRIM |
| 155 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $120M | 1,540,946 | −77,155 | TRIM |
| 156 | Vontobel Holding Ltd. | $118M | 1,514,952 | +191,173 | ADD |
| 157 | MERCER GLOBAL ADVISORS INC /ADV | $117M | 1,509,344 | −74,002 | TRIM |
| 158 | OSAIC HOLDINGS, INC. | $115M | 1,487,450 | +7,236 | ADD |
| 159 | AE Wealth Management LLC | $113M | 1,457,240 | +125,697 | ADD |
| 160 | Sarasin & Partners LLP | $112M | 1,444,468 | −110,591 | TRIM |
| 161 | CITADEL ADVISORS LLC | $109M | 1,405,626 | −3,759,229 | TRIM |
| 162 | Resona Asset Management Co.,Ltd. | $107M | 1,378,940 | +14,028 | ADD |
| 163 | State of New Jersey Common Pension Fund D | $105M | 1,352,884 | +430 | ADD |
| 164 | TEACHER RETIREMENT SYSTEM OF TEXAS | $105M | 1,349,530 | +3,190 | ADD |
| 165 | Tredje AP-fonden | $103M | 1,332,813 | +593,051 | ADD |
| 166 | PZENA INVESTMENT MANAGEMENT LLC | $102M | 1,308,740 | −87,636 | TRIM |
| 167 | DAVENPORT & Co LLC | $101M | 1,307,768 | +1,030,525 | ADD |
| 168 | Lansforsakringar Fondforvaltning AB (publ) | $101M | 1,302,726 | −44,331 | TRIM |
| 169 | CIBC WORLD MARKET INC. | $100M | 1,291,521 | −23,660 | TRIM |
| 170 | Daiwa Securities Group Inc. | $100M | 1,291,435 | +68,270 | ADD |
| 171 | CWM, LLC | $99.7M | 1,285,420 | −44,560 | TRIM |
| 172 | SEB Asset Management AB | $99.1M | 1,277,386 | — | NO PRIOR |
| 173 | STEADFAST CAPITAL MANAGEMENT LP | $98.9M | 1,274,427 | −664,100 | TRIM |
| 174 | NISA INVESTMENT ADVISORS, LLC | $97.6M | 1,258,293 | −40,468 | TRIM |
| 175 | Paralel Advisors LLC | $96.2M | 1,240,000 | 0 | NO CHANGE |
| 176 | STATE OF MICHIGAN RETIREMENT SYSTEM | $94.9M | 1,223,362 | +500 | ADD |
| 177 | Union Bancaire Privee, UBP SA | $92.5M | 567,092 | −134,044 | TRIM |
| 178 | Calamos Advisors LLC | $89.9M | 1,158,626 | +28,420 | ADD |
| 179 | Altshuler Shaham Ltd | $89.4M | 1,151,949 | −2,268,619 | TRIM |
| 180 | Railway Pension Investments Ltd | $88.3M | 1,138,076 | −150,600 | TRIM |
| 181 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $88.1M | 1,134,902 | +20,268 | ADD |
| 182 | Rafferty Asset Management, LLC | $87.7M | 1,130,511 | −330,733 | TRIM |
| 183 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $87.6M | 1,128,568 | +32,735 | ADD |
| 184 | &PARTNERS | $85.5M | 1,101,503 | +27,182 | ADD |
| 185 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $84.6M | 1,083,539 | +644,479 | ADD |
| 186 | BROWN ADVISORY INC | $84.6M | 1,090,028 | +27,290 | ADD |
| 187 | Arizona State Retirement System | $84.0M | 1,082,530 | −46,629 | TRIM |
| 188 | Czech National Bank | $83.5M | 1,076,064 | +36,954 | ADD |
| 189 | NATIXIS | $83.1M | 1,071,091 | −1,709,798 | TRIM |
| 190 | Zurich Insurance Group Ltd/FI | $83.0M | 1,069,596 | −590,407 | TRIM |
| 191 | Midwest Trust Co | $82.3M | 1,061,238 | +2,799 | ADD |
| 192 | Mediolanum International Funds Ltd | $82.1M | 1,066,133 | +116,852 | ADD |
| 193 | FIRST FINANCIAL BANKSHARES INC | $82.1M | 1,057,729 | +3,762 | ADD |
| 194 | EP Wealth Advisors, LLC | $80.8M | 1,041,483 | −12,286 | TRIM |
| 195 | MAI Capital Management | $80.1M | 1,032,689 | −8,714 | TRIM |
| 196 | BAILLIE GIFFORD & CO | $75.6M | 973,964 | −32,255 | TRIM |
| 197 | Haverford Trust Co | $74.9M | 964,983 | −7,008 | TRIM |
| 198 | INTECH INVESTMENT MANAGEMENT LLC | $74.8M | 963,833 | −195,058 | TRIM |
| 199 | MML INVESTORS SERVICES, LLC | $74.2M | 956,310 | −215,695 | TRIM |
| 200 | B. Metzler seel. Sohn & Co. AG | $73.8M | 950,686 | −495 | TRIM |
| 201 | MetLife Investment Management, LLC | $71.7M | 923,696 | −21,640 | TRIM |
| 202 | CAPITAL ADVISORS INC/OK | $71.5M | 921,753 | +26,427 | ADD |
| 203 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $71.4M | 920,379 | +3,744 | ADD |
| 204 | OAK ASSOCIATES LTD /OH/ | $71.3M | 919,558 | −3,675 | TRIM |
| 205 | SHELTON CAPITAL MANAGEMENT | $69.9M | 901,284 | −124,339 | TRIM |
| 206 | COMMERCE BANK | $69.7M | 898,556 | +221,381 | ADD |
| 207 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $69.2M | 892,704 | −37,928 | TRIM |
| 208 | Sanctuary Advisors, LLC | $68.7M | 886,031 | +37,550 | ADD |
| 209 | Candriam S.C.A. | $67.7M | 872,023 | −4,494 | TRIM |
| 210 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $67.4M | 869,027 | +7,600 | ADD |
| 211 | GATEWAY INVESTMENT ADVISERS LLC | $67.3M | 866,804 | −176,944 | TRIM |
| 212 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $66.9M | 861,657 | −4,461 | TRIM |
| 213 | ZWJ INVESTMENT COUNSEL INC | $66.8M | 861,357 | −376 | TRIM |
| 214 | Willis Investment Counsel | $64.7M | 834,057 | +1,024 | ADD |
| 215 | Defiance ETFs, LLC | $64.7M | 833,980 | −14,954 | TRIM |
| 216 | Sumitomo Mitsui DS Asset Management Company, Ltd | $64.5M | 830,756 | +19,419 | ADD |
| 217 | BLAIR WILLIAM & CO/IL | $63.9M | 823,801 | +4,898 | ADD |
| 218 | Bridgewater Associates, LP | $63.8M | 822,892 | +360,625 | ADD |
| 219 | PANAGORA ASSET MANAGEMENT INC | $63.5M | 818,716 | −220,629 | TRIM |
| 220 | IFM Investors Pty Ltd | $63.2M | 814,100 | +28,982 | ADD |
| 221 | Rakuten Investment Management, Inc. | $63.2M | 819,740 | +87,545 | ADD |
| 222 | LAZARD ASSET MANAGEMENT LLC | $62.8M | 809,191 | +210,469 | ADD |
| 223 | TODD ASSET MANAGEMENT LLC | $62.7M | 807,814 | −7,413 | TRIM |
| 224 | XPONANCE LLC | $60.9M | 784,497 | +40,632 | ADD |
| 225 | PARK NATIONAL CORP /OH/ | $60.6M | 780,459 | −20,089 | TRIM |
| 226 | Woodline Partners LP | $60.0M | 773,892 | +101,305 | ADD |
| 227 | WEDGE CAPITAL MANAGEMENT L L P/NC | $59.9M | 771,735 | −86,420 | TRIM |
| 228 | Gotham Asset Management, LLC | $59.6M | 768,342 | +91,319 | ADD |
| 229 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $59.1M | 762,038 | +762,038 | NEW |
| 230 | OP Asset Management Ltd | $58.7M | 756,453 | — | NO PRIOR |
| 231 | Crossmark Global Holdings, Inc. | $58.6M | 754,962 | — | NO PRIOR |
| 232 | Tidal Investments LLC | $58.5M | 754,825 | +125,735 | ADD |
| 233 | Allworth Financial LP | $58.1M | 748,926 | +5,762 | ADD |
| 234 | ATALANTA SOSNOFF CAPITAL, LLC | $57.9M | 746,418 | +622,140 | ADD |
| 235 | Modera Wealth Management, LLC | $57.6M | 742,536 | −21,256 | TRIM |
| 236 | Federation des caisses Desjardins du Quebec | $55.7M | 717,549 | +59,225 | ADD |
| 237 | J. Safra Sarasin Holding AG | $55.6M | 716,768 | +712,132 | ADD |
| 238 | Kepler Cheuvreux (Suisse) SA | $54.9M | 707,640 | −95,745 | TRIM |
| 239 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $54.9M | 707,052 | −5,180 | TRIM |
| 240 | PINNACLE ASSOCIATES LTD | $54.8M | 706,683 | −5,349 | TRIM |
| 241 | OPPENHEIMER ASSET MANAGEMENT INC. | $54.8M | 706,495 | +25,887 | ADD |
| 242 | Kestra Advisory Services, LLC | $54.7M | 705,567 | +25,036 | ADD |
| 243 | USS Investment Management Ltd | $53.3M | 686,466 | +12,251 | ADD |
| 244 | Empowered Funds, LLC | $53.0M | 682,842 | +47,597 | ADD |
| 245 | LGT Group Foundation | $52.6M | 677,292 | +189,799 | ADD |
| 246 | Allspring Global Investments Holdings, LLC | $52.5M | 673,850 | +126,322 | ADD |
| 247 | Auto-Owners Insurance Co | $52.3M | 674,531 | +87 | ADD |
| 248 | NOMURA HOLDINGS INC | $52.3M | 673,797 | −149,341 | TRIM |
| 249 | QRG CAPITAL MANAGEMENT, INC. | $52.1M | 670,911 | −102,178 | TRIM |
| 250 | Vanguard Personalized Indexing Management, LLC | $51.8M | 667,751 | +15,986 | ADD |
| 251 | Harvest Portfolios Group Inc. | $51.1M | 658,043 | −40,312 | TRIM |
| 252 | Oribel Capital Management, LP | $51.0M | 657,800 | +380,000 | ADD |
| 253 | MEYER HANDELMAN CO | $51.0M | 657,245 | +21,042 | ADD |
| 254 | BECKER CAPITAL MANAGEMENT INC | $50.6M | 652,594 | −14,383 | TRIM |
| 255 | DJE Kapital AG | $50.6M | 655,485 | +655,240 | ADD |
| 256 | Utah Retirement Systems | $50.2M | 647,122 | −10,494 | TRIM |
| 257 | WELCH & FORBES LLC | $49.2M | 633,547 | −8,929 | TRIM |
| 258 | Nexus Investment Management ULC | $48.9M | 629,842 | −13,665 | TRIM |
| 259 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $48.8M | 629,191 | +43,858 | ADD |
| 260 | Steward Partners Investment Advisory, LLC | $48.8M | 628,369 | +52,280 | ADD |
| 261 | AGF MANAGEMENT LTD | $48.5M | 624,440 | −2,041 | TRIM |
| 262 | SEIZERT CAPITAL PARTNERS, LLC | $48.4M | 623,910 | −23,289 | TRIM |
| 263 | Qube Research & Technologies Ltd | $48.2M | 621,226 | −498,673 | TRIM |
| 264 | Varma Mutual Pension Insurance Co | $47.5M | 611,847 | −45,000 | TRIM |
| 265 | FEDERATED HERMES, INC. | $47.5M | 611,557 | +542,761 | ADD |
| 266 | FUKOKU MUTUAL LIFE INSURANCE CO | $46.6M | 600,335 | 0 | NO CHANGE |
| 267 | STALEY CAPITAL ADVISERS INC | $45.9M | 591,342 | −9,309 | TRIM |
| 268 | D. E. Shaw & Co., Inc. | $45.1M | 581,204 | −172,797 | TRIM |
| 269 | Pathstone Holdings, LLC | $44.9M | 578,445 | +6,731 | ADD |
| 270 | Cresset Asset Management, LLC | $44.9M | 578,417 | −856 | TRIM |
| 271 | KING LUTHER CAPITAL MANAGEMENT CORP | $44.6M | 575,102 | +8,798 | ADD |
| 272 | Andra AP-fonden | $44.5M | 574,167 | +107,689 | ADD |
| 273 | FIDUCIARY TRUST CO | $44.2M | 569,042 | −12,409 | TRIM |
| 274 | LBP AM SA | $43.6M | 562,004 | +44,567 | ADD |
| 275 | SCOTIA CAPITAL INC. | $43.5M | 561,105 | −18,826 | TRIM |
| 276 | BRADLEY FOSTER & SARGENT INC/CT | $43.4M | 559,841 | −6,838 | TRIM |
| 277 | BANK OF NOVA SCOTIA | $43.4M | 559,376 | −1,878,855 | TRIM |
| 278 | Pinnacle Financial Partners, Inc. | $42.4M | 546,006 | +9,607 | ADD |
| 279 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $42.3M | 544,549 | −156,957 | TRIM |
| 280 | Lido Advisors, LLC | $42.1M | 542,504 | −124,605 | TRIM |
| 281 | PRUDENTIAL PLC | $41.8M | 538,278 | −43,162 | TRIM |
| 282 | Randolph Co Inc | $40.6M | 522,960 | −33 | TRIM |
| 283 | Ethic Inc. | $40.3M | 518,983 | +15,064 | ADD |
| 284 | ATWOOD & PALMER INC | $39.9M | 514,385 | −7,393 | TRIM |
| 285 | Beacon Pointe Advisors, LLC | $39.8M | 512,345 | +112,092 | ADD |
| 286 | SteelPeak Wealth, LLC | $39.7M | 512,037 | +233,799 | ADD |
| 287 | Hudson Bay Capital Management LP | $39.1M | 503,800 | +503,800 | NEW |
| 288 | MARTINGALE ASSET MANAGEMENT L P | $39.0M | 502,379 | −46,080 | TRIM |
| 289 | M&G Plc | $38.3M | 490,784 | −1,491 | TRIM |
| 290 | Dakota Wealth Management | $38.2M | 492,444 | −31,402 | TRIM |
| 291 | CONNING INC. | $37.8M | 487,603 | +40,989 | ADD |
| 292 | YOUSIF CAPITAL MANAGEMENT, LLC | $37.8M | 486,673 | −27,660 | TRIM |
| 293 | STEPHENS INC /AR/ | $37.7M | 483,636 | −1,329 | TRIM |
| 294 | EDMOND DE ROTHSCHILD HOLDING S.A. | $37.4M | 482,477 | +51,298 | ADD |
| 295 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $36.9M | 475,778 | +11,834 | ADD |
| 296 | Glenview Trust Co | $36.5M | 470,398 | +49,477 | ADD |
| 297 | Badgley Phelps Wealth Managers, LLC | $36.4M | 469,041 | −8,535 | TRIM |
| 298 | Northwest & Ethical Investments L.P. | $36.3M | 467,803 | +15,755 | ADD |
| 299 | D.A. DAVIDSON & CO. | $35.8M | 461,597 | −33,357 | TRIM |
| 300 | Advisors Asset Management, Inc. | $35.7M | 460,735 | −57,521 | TRIM |
| 301 | Applied Finance Capital Management, LLC | $35.6M | 459,371 | −52,797 | TRIM |
| 302 | Dai-ichi Life Insurance Company, Ltd | $35.6M | 458,244 | −99,890 | TRIM |
| 303 | Wealthfront Advisers LLC | $35.1M | 452,493 | +34,581 | ADD |
| 304 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $35.1M | 452,421 | +1,070 | ADD |
| 305 | Marble Harbor Investment Counsel, LLC | $35.1M | 452,062 | −847 | TRIM |
| 306 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.7M | 447,244 | +3,607 | ADD |
| 307 | Wilmington Savings Fund Society, FSB | $34.1M | 440,027 | −7,366 | TRIM |
| 308 | ASR Vermogensbeheer N.V. | $33.9M | 436,587 | +7,595 | ADD |
| 309 | Illinois Municipal Retirement Fund | $33.7M | 434,003 | −13,711 | TRIM |
| 310 | Minneapolis Portfolio Management Group, LLC | $33.2M | 427,746 | +1,789 | ADD |
| 311 | Waverly Advisors, LLC | $33.1M | 426,870 | +7,088 | ADD |
| 312 | Allen Investment Management, LLC | $32.9M | 286,132 | +270,990 | ADD |
| 313 | HB Wealth Management, LLC | $32.8M | 422,373 | +1,776 | ADD |
| 314 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $32.6M | 420,202 | −2,895 | TRIM |
| 315 | Elo Mutual Pension Insurance Co | $32.2M | 414,767 | −36,724 | TRIM |
| 316 | ING GROEP NV | $32.1M | 414,079 | −1,159,185 | TRIM |
| 317 | Avanza Fonder AB | $32.0M | 412,833 | +7,501 | ADD |
| 318 | Livforsakringsbolaget Skandia, Omsesidigt | $31.6M | 407,377 | +39,500 | ADD |
| 319 | Osmosis Investment Management UK Ltd | $31.5M | 405,545 | +13,734 | ADD |
| 320 | Capital Investment Advisors, LLC | $31.2M | 401,663 | −428,368 | TRIM |
| 321 | Dana Investment Advisors, Inc. | $31.2M | 401,630 | +175,121 | ADD |
| 322 | Norinchukin Bank, The | $30.3M | 390,623 | +13,373 | ADD |
| 323 | Banco Santander, S.A. | $30.2M | 388,925 | −15,489 | TRIM |
| 324 | MANAGED ASSET PORTFOLIOS, LLC | $29.9M | 385,962 | −105,992 | TRIM |
| 325 | TruWealth Advisors, LLC | $29.9M | 385,163 | +4,619 | ADD |
| 326 | CI INVESTMENTS INC. | $29.3M | 377,814 | +6,563 | ADD |
| 327 | Bryn Mawr Trust Advisors, LLC | $29.2M | 376,373 | −30,525 | TRIM |
| 328 | OPPENHEIMER & CO INC | $29.1M | 374,442 | +6,314 | ADD |
| 329 | Concurrent Investment Advisors, LLC | $28.6M | 368,916 | +8,292 | ADD |
| 330 | Private Advisor Group, LLC | $28.3M | 365,098 | −1,667 | TRIM |
| 331 | Henshaw Capital LLC | $28.3M | 364,504 | — | NO PRIOR |
| 332 | PROFUND ADVISORS LLC | $27.9M | 359,442 | −90,334 | TRIM |
| 333 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $27.8M | 358,355 | −6,909 | TRIM |
| 334 | TCTC Holdings, LLC | $27.7M | 357,143 | −294 | TRIM |
| 335 | KESTRA PRIVATE WEALTH SERVICES, LLC | $27.6M | 356,101 | +12,277 | ADD |
| 336 | MARKEL GROUP INC. | $27.6M | 355,500 | 0 | NO CHANGE |
| 337 | Palisade Asset Management, LLC | $27.6M | 355,443 | −1,554 | TRIM |
| 338 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $27.5M | 353,800 | −21,000 | TRIM |
| 339 | IEQ CAPITAL, LLC | $27.4M | 353,118 | +25,237 | ADD |
| 340 | Bragg Financial Advisors, Inc | $27.2M | 350,105 | +5 | ADD |
| 341 | Arnhold LLC | $27.0M | 348,565 | 0 | NO CHANGE |
| 342 | SummitTX Capital, L.P. | $27.0M | 347,994 | +123,463 | ADD |
| 343 | Quintet Private Bank (Europe) S.A. | $26.7M | 344,142 | −36,158 | TRIM |
| 344 | GLENVIEW CAPITAL MANAGEMENT, LLC | $26.4M | 339,819 | +339,819 | NEW |
| 345 | Jain Global LLC | $26.3M | 339,131 | +339,131 | NEW |
| 346 | Sienna Gestion | $26.2M | 338,223 | −140,494 | TRIM |
| 347 | BRAUN STACEY ASSOCIATES INC | $26.1M | 336,705 | +1,477 | ADD |
| 348 | JAG CAPITAL MANAGEMENT, LLC | $26.1M | 336,363 | +21,913 | ADD |
| 349 | Visionary Wealth Advisors | $25.8M | 332,927 | +240 | ADD |
| 350 | ALBION FINANCIAL GROUP /UT | $25.8M | 332,468 | +50,125 | ADD |
| 351 | Vest Financial, LLC | $25.7M | 331,245 | +11,041 | ADD |
| 352 | Fisher Funds Management LTD | $25.5M | 328,629 | −81,193 | TRIM |
| 353 | Grantham, Mayo, Van Otterloo & Co. LLC | $25.4M | 326,947 | −245,503 | TRIM |
| 354 | OMERS ADMINISTRATION Corp | $25.2M | 324,365 | +67,785 | ADD |
| 355 | Van Hulzen Asset Management, LLC | $25.1M | 322,945 | −7,120 | TRIM |
| 356 | DAYMARK WEALTH PARTNERS, LLC | $25.0M | 321,632 | −828 | TRIM |
| 357 | JOHN G ULLMAN & ASSOCIATES INC | $24.9M | 320,574 | −9,236 | TRIM |
| 358 | Compagnie Lombard Odier SCmA | $24.7M | 318,812 | −189,778 | TRIM |
| 359 | ASSOCIATED BANC-CORP | $24.7M | 318,232 | +2,290 | ADD |
| 360 | Investment Management Corp of Ontario | $24.6M | 317,349 | −92,224 | TRIM |
| 361 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.5M | 315,146 | −1,496 | TRIM |
| 362 | Systematic Alpha Investments, LLC | $24.4M | 314,568 | 0 | NO CHANGE |
| 363 | KANAWHA CAPITAL MANAGEMENT LLC | $24.4M | 314,527 | +5,619 | ADD |
| 364 | Arbejdsmarkedets Tillaegspension | $24.3M | 313,339 | +20,810 | ADD |
| 365 | SORA INVESTORS LLC | $24.0M | 309,622 | +309,622 | NEW |
| 366 | ALPS ADVISORS INC | $23.9M | 308,445 | −22,223 | TRIM |
| 367 | CITIZENS FINANCIAL GROUP INC/RI | $23.9M | 307,973 | −8,203 | TRIM |
| 368 | EVERGREEN CAPITAL MANAGEMENT LLC | $23.7M | 305,390 | −45,309 | TRIM |
| 369 | FARMERS & MERCHANTS INVESTMENTS INC | $23.7M | 305,157 | +3,037 | ADD |
| 370 | Carnegie Investment Counsel | $23.6M | 304,396 | +177 | ADD |
| 371 | Cornerstone Capital, Inc. | $23.5M | 303,494 | −4,060 | TRIM |
| 372 | ADELL HARRIMAN & CARPENTER INC | $23.5M | 303,423 | −54 | TRIM |
| 373 | FLPUTNAM INVESTMENT MANAGEMENT CO | $23.4M | 301,707 | +101,910 | ADD |
| 374 | LONE PEAK GLOBAL INVESTORS LLC | $23.4M | 301,042 | +29,169 | ADD |
| 375 | Atria Investments, Inc | $23.4M | 301,041 | −6,568 | TRIM |
| 376 | MARCO INVESTMENT MANAGEMENT LLC | $23.1M | 297,564 | −2,936 | TRIM |
| 377 | Aptus Capital Advisors, LLC | $23.0M | 296,427 | −9,750 | TRIM |
| 378 | MIZUHO MARKETS AMERICAS LLC | $22.9M | 295,000 | +295,000 | NEW |
| 379 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $22.7M | 293,097 | −28,857 | TRIM |
| 380 | Atlantic Union Bankshares Corp | $22.7M | 292,475 | −10,538 | TRIM |
| 381 | Envestnet Portfolio Solutions, Inc. | $22.6M | 291,732 | −135,085 | TRIM |
| 382 | CCM INVESTMENT ADVISERS LLC | $22.5M | 289,855 | −5,593 | TRIM |
| 383 | FIRST NATIONAL TRUST CO | $22.4M | 288,455 | −3,108 | TRIM |
| 384 | Lombard Odier Asset Management (Switzerland) SA | $22.2M | 286,588 | +44,400 | ADD |
| 385 | OFI INVEST ASSET MANAGEMENT | $22.2M | 328,314 | +84,763 | ADD |
| 386 | ABN AMRO INVESTMENT SOLUTIONS | $22.1M | 285,472 | +20,281 | ADD |
| 387 | Verity & Verity, LLC | $22.1M | 284,198 | +3,000 | ADD |
| 388 | REGIONS FINANCIAL CORP | $21.8M | 281,570 | −9,773 | TRIM |
| 389 | Harold Davidson & Associates Inc. | $21.8M | 280,370 | +45 | ADD |
| 390 | Foster Victor Wealth Advisors, LLC | $21.6M | 261,334 | +22,728 | ADD |
| 391 | Polar Capital Holdings Plc | $21.4M | 275,658 | −1,378,505 | TRIM |
| 392 | Moran Wealth Management, LLC | $21.3M | 274,925 | +445 | ADD |
| 393 | FIRST CITIZENS BANK & TRUST CO | $21.3M | 274,131 | −18,378 | TRIM |
| 394 | DDD Partners, LLC | $21.2M | 273,604 | +1,161 | ADD |
| 395 | Clearstead Advisors, LLC | $21.2M | 273,454 | +16,003 | ADD |
| 396 | Equitable Holdings, Inc. | $21.1M | 272,220 | +176,328 | ADD |
| 397 | ODDO BHF ASSET MANAGEMENT SAS | $21.0M | 270,155 | −223,454 | TRIM |
| 398 | SALEM INVESTMENT COUNSELORS INC | $20.9M | 269,585 | +212 | ADD |
| 399 | RWA WEALTH PARTNERS, LLC | $20.9M | 269,000 | −2,001 | TRIM |
| 400 | ALTRINSIC GLOBAL ADVISORS LLC | $20.8M | 267,449 | −81,265 | TRIM |
| 401 | TCV Trust & Wealth Management, Inc. | $20.7M | 266,357 | −7,366 | TRIM |
| 402 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $20.6M | 265,359 | +7,633 | ADD |
| 403 | CONNORS INVESTOR SERVICES INC | $20.5M | 264,782 | +1,877 | ADD |
| 404 | Banque Cantonale Vaudoise | $20.5M | 263,955 | −18,215 | TRIM |
| 405 | LOWE BROCKENBROUGH & CO INC | $20.5M | 263,812 | −694 | TRIM |
| 406 | E Fund Management Co., Ltd. | $20.3M | 262,145 | — | NO PRIOR |
| 407 | Stockman Wealth Management, Inc. | $20.3M | 261,593 | +6,069 | ADD |
| 408 | Nemes Rush Group LLC | $20.3M | 261,421 | −2,198 | TRIM |
| 409 | Orion Porfolio Solutions, LLC | $20.2M | 260,499 | −30,004 | TRIM |
| 410 | Y-Intercept (Hong Kong) Ltd | $19.8M | 255,435 | +178,619 | ADD |
| 411 | PITTENGER & ANDERSON INC | $19.6M | 252,098 | +16,585 | ADD |
| 412 | Ameritas Investment Partners, Inc. | $18.7M | 240,828 | −7,836 | TRIM |
| 413 | Vantage Investment Partners, LLC | $18.6M | 240,269 | −292 | TRIM |
| 414 | CONGRESS ASSET MANAGEMENT CO | $18.6M | 239,838 | −4,868 | TRIM |
| 415 | ALLIANZ SE | $18.6M | 239,725 | −5,703 | TRIM |
| 416 | Merit Financial Group, LLC | $18.6M | 239,687 | −22,459 | TRIM |
| 417 | Peak Asset Management, LLC | $18.5M | 238,998 | −5,479 | TRIM |
| 418 | MIZUHO SECURITIES USA LLC | $18.5M | 238,861 | −48,077 | TRIM |
| 419 | Vinva Investment Management Ltd | $18.5M | 240,164 | −60,030 | TRIM |
| 420 | Cardinal Point Capital Management ULC | $18.4M | 237,609 | −6,556 | TRIM |
| 421 | FIRST NATIONAL BANK OF OMAHA | $18.4M | 238,703 | −6,886 | TRIM |
| 422 | Talbot Financial, LLC | $18.4M | 237,269 | +2,801 | ADD |
| 423 | GRIMES & Co WEALTH MANAGEMENT, LLC | $18.3M | 236,140 | −6,313 | TRIM |
| 424 | TOMPKINS FINANCIAL CORP | $18.3M | 235,325 | −8,211 | TRIM |
| 425 | Genus Capital Management Inc. | $18.1M | 232,894 | −14,402 | TRIM |
| 426 | Ashton Thomas Private Wealth, LLC | $17.7M | 228,674 | −3,405 | TRIM |
| 427 | Benchstone Capital Management LP | $17.6M | 227,275 | +227,275 | NEW |
| 428 | HARTFORD INVESTMENT MANAGEMENT CO | $17.5M | 225,134 | −2,395 | TRIM |
| 429 | WESTERLY CAPITAL MANAGEMENT, LLC | $17.5M | 225,000 | +225,000 | NEW |
| 430 | WESTWOOD HOLDINGS GROUP INC | $17.3M | 223,078 | −10,884 | TRIM |
| 431 | Brevan Howard Capital Management LP | $17.2M | 221,143 | +108,631 | ADD |
| 432 | U.S. Capital Wealth Advisors, LLC | $17.0M | 218,678 | −1,338 | TRIM |
| 433 | HM PAYSON & CO | $16.9M | 218,060 | +9,891 | ADD |
| 434 | One Capital Management, LLC | $16.8M | 216,489 | +9,204 | ADD |
| 435 | COLDSTREAM CAPITAL MANAGEMENT INC | $16.7M | 214,592 | +3,612 | ADD |
| 436 | Oak Harvest Investment Services | $16.6M | 213,630 | +9,029 | ADD |
| 437 | Capital Wealth Planning, LLC | $16.6M | 213,354 | +78,610 | ADD |
| 438 | TOTH FINANCIAL ADVISORY CORP | $16.4M | 211,432 | +2,761 | ADD |
| 439 | YACKTMAN ASSET MANAGEMENT LP | $16.3M | 210,580 | −130,058 | TRIM |
| 440 | STRATEGY ASSET MANAGERS LLC | $16.3M | 209,705 | −2,438 | TRIM |
| 441 | Savant Capital, LLC | $16.3M | 209,486 | +22,561 | ADD |
| 442 | First Nebraska Trust Co | $16.2M | 208,831 | — | NO PRIOR |
| 443 | DIVERSIFY WEALTH MANAGEMENT, LLC | $16.2M | 180,750 | +84,269 | ADD |
| 444 | TD Waterhouse Canada Inc. | $16.1M | 207,063 | +125,878 | ADD |
| 445 | HUNTINGTON NATIONAL BANK | $16.0M | 206,490 | +206,490 | NEW |
| 446 | Harbor Island Capital LLC | $16.0M | 205,951 | 0 | NO CHANGE |
| 447 | JOHNSON INVESTMENT COUNSEL INC | $15.9M | 204,999 | −15,237 | TRIM |
| 448 | Siemens Fonds Invest GmbH | $15.9M | 204,660 | +1,250 | ADD |
| 449 | Summit Street Capital Management, LLC | $15.8M | 203,282 | 0 | NO CHANGE |
| 450 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $15.7M | 202,758 | +2,819 | ADD |
| 451 | EXCHANGE TRADED CONCEPTS, LLC | $15.7M | 202,030 | −24,654 | TRIM |
| 452 | JANE STREET GROUP, LLC | $15.6M | 201,153 | +17,233 | ADD |
| 453 | Sequoia Financial Advisors, LLC | $15.5M | 200,092 | +2,217 | ADD |
| 454 | Clear Street Group Inc. | $15.5M | 196,295 | +196,295 | NEW |
| 455 | Maryland State Retirement & Pension System | $15.5M | 199,919 | +823 | ADD |
| 456 | Metis Global Partners, LLC | $15.5M | 199,848 | −5,433 | TRIM |
| 457 | EXENCIAL WEALTH ADVISORS, LLC | $15.5M | 199,426 | −6,607 | TRIM |
| 458 | Vise Technologies, Inc. | $15.4M | 200,341 | 0 | NO CHANGE |
| 459 | LEVIN CAPITAL STRATEGIES, L.P. | $15.4M | 198,268 | +198,268 | NEW |
| 460 | PARTHENON LLC | $15.4M | 198,090 | +1 | ADD |
| 461 | Vestmark Advisory Solutions, Inc. | $15.3M | 197,570 | +35,090 | ADD |
| 462 | PARSONS CAPITAL MANAGEMENT INC/RI | $15.3M | 197,537 | +84,500 | ADD |
| 463 | AlphaCore Capital LLC | $15.2M | 195,673 | −974 | TRIM |
| 464 | World Investment Advisors | $15.2M | 195,526 | −3,023 | TRIM |
| 465 | TECTONIC ADVISORS LLC | $15.1M | 194,959 | −865 | TRIM |
| 466 | ABN AMRO Bank N.V. | $15.1M | 193,182 | +6,091 | ADD |
| 467 | Sara-Bay Financial | $15.0M | 193,224 | — | NO PRIOR |
| 468 | Principle Wealth Partners LLC | $14.9M | 192,585 | −457 | TRIM |
| 469 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $14.9M | 191,849 | −9,359 | TRIM |
| 470 | NOVARE CAPITAL MANAGEMENT LLC | $14.9M | 191,569 | −3,091 | TRIM |
| 471 | Prospera Financial Services Inc | $14.8M | 190,119 | +8,626 | ADD |
| 472 | GHP Investment Advisors, Inc. | $14.7M | 189,849 | −3,068 | TRIM |
| 473 | J.P. Marvel Investment Advisors, LLC | $14.7M | 189,375 | +155 | ADD |
| 474 | Narwhal Capital Management | $14.6M | 188,572 | −15,568 | TRIM |
| 475 | Laird Norton Wetherby Trust Company, LLC | $14.6M | 187,923 | +6,691 | ADD |
| 476 | Gradient Investments LLC | $14.4M | 186,046 | −1,262 | TRIM |
| 477 | M. Kulyk & Associates, LLC | $14.4M | 185,962 | +4,751 | ADD |
| 478 | Ledyard National Bank | $14.4M | 185,702 | −8,471 | TRIM |
| 479 | Danica Pension, Livsforsikringsaktieselskab | $14.3M | 184,844 | +184,844 | NEW |
| 480 | UMB Bank, n.a. | $14.3M | 184,594 | −8,418 | TRIM |
| 481 | AXXCESS WEALTH MANAGEMENT, LLC | $14.3M | 184,129 | +18,357 | ADD |
| 482 | CARRET ASSET MANAGEMENT, LLC | $14.2M | 182,661 | −1,113 | TRIM |
| 483 | Meridiem Capital Partners LP | $14.2M | 182,570 | +182,570 | NEW |
| 484 | Apollon Wealth Management, LLC | $14.1M | 182,237 | +8,347 | ADD |
| 485 | Bleakley Financial Group, LLC | $14.0M | 180,309 | −3,787 | TRIM |
| 486 | CHOREO, LLC | $13.8M | 178,089 | −3,774 | TRIM |
| 487 | New Age Alpha Advisors, LLC | $13.7M | 176,219 | −3,262 | TRIM |
| 488 | Evercore Wealth Management, LLC | $13.6M | 175,229 | −7,081 | TRIM |
| 489 | RPG Investment Advisory, LLC | $13.5M | 174,250 | +5,104 | ADD |
| 490 | NICHOLS & PRATT ADVISERS LLP /MA | $13.5M | 173,613 | −8,400 | TRIM |
| 491 | Assenagon Asset Management S.A. | $13.4M | 173,050 | +6,486 | ADD |
| 492 | WESTPAC BANKING CORP | $13.4M | 173,034 | −3,869 | TRIM |
| 493 | MGO ONE SEVEN LLC | $13.4M | 172,211 | +31,941 | ADD |
| 494 | PFG Investments, LLC | $13.3M | 171,228 | +6,213 | ADD |
| 495 | Caprock Group, LLC | $13.2M | 169,658 | −22,918 | TRIM |
| 496 | Americana Partners, LLC | $13.1M | 169,285 | −38,999 | TRIM |
| 497 | Summit Financial Wealth Advisors, LLC | $13.0M | 167,443 | +2,048 | ADD |
| 498 | SKBA CAPITAL MANAGEMENT LLC | $12.9M | 166,577 | 0 | NO CHANGE |
| 499 | MASTERINVEST Kapitalanlage GmbH | $12.9M | 166,428 | −39,525 | TRIM |
| 500 | LGT Fund Management Co Ltd. | $12.7M | 163,541 | +146,597 | ADD |
Congress ↔ notable managers · CSCO
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 1 Alan Armstrong R–OK $15K–$50K
- Sellers
- 2 Richard McCormick R–GA-7, Shelley Moore Capito R–WV $4K–$60K
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 3 Bridgewater Associates, Gotham Asset Management, Glenview Capital $150M held
- Trimming
- 1 Caxton Associates $3.5M held
NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CISCO SYS INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-14 | Richard McCormick Congress | SELL | $1K–$15K |
| 2026-08-04 | Shelley Moore Capito Congress | SELL | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | BUY | $15K–$50K |
| 2026-07-09 | Richard McCormick Congress | SELL | $1K–$15K |
| 2026-07-09 | Richard McCormick Congress | SELL | $1K–$15K |
| 2026-05-15 | Bridgewater Associates 13F | ADD | +360,625 sh |
| 2026-05-15 | Gotham Asset Management 13F | ADD | +91,319 sh |
| 2026-05-15 | Glenview Capital 13F | NEW | +339,819 sh |
| 2026-05-14 | Caxton Associates 13F | TRIM | −3,001 sh |
9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade
65 members of Congress disclosed CSCO — the congressional view ↗
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).