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 2,439 holders are listed, largest first
- 2,439
- sum of the reported values across every holder; NULL values are excluded, never zero-filled
- $95.5B
- holders whose share count rose or who opened the position (new + add), by shares
- 1,256
- holders absent this quarter after holding last quarter — inferred from absence, not a sale record
- 212
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. | $14.0B | 498,257,550 | +5,195,022 | ADD |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.4B | 369,430,012 | — | NO PRIOR |
| 3 | STATE STREET CORP | $8.5B | 301,589,865 | +1,144,701 | ADD |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $3.7B | 133,561,742 | +3,369,661 | ADD |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3B | 116,734,695 | — | NO PRIOR |
| 6 | Fisher Asset Management, LLC | $2.9B | 104,964,427 | +53,012,321 | ADD |
| 7 | MORGAN STANLEY | $2.6B | 92,685,370 | +3,571,766 | ADD |
| 8 | NORTHERN TRUST CORP | $1.7B | 62,026,552 | −1,224,037 | TRIM |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.6B | 56,911,830 | +1,038,828 | ADD |
| 10 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $1.5B | 54,508,560 | 0 | NO CHANGE |
| 11 | Bank of New York Mellon Corp | $1.5B | 53,879,900 | +5,364,929 | ADD |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5B | 51,891,636 | +1,351,517 | ADD |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | $1.4B | 49,916,961 | −2,177,349 | TRIM |
| 14 | BANK OF AMERICA CORP /DE/ | $1.3B | 46,545,479 | −2,235,713 | TRIM |
| 15 | Legal & General Group Plc | $1.2B | 43,505,563 | +641,338 | ADD |
| 16 | Amundi | $1.1B | 40,825,470 | −6,237,910 | TRIM |
| 17 | DIMENSIONAL FUND ADVISORS LP | $1.0B | 36,422,799 | +293,029 | ADD |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $969M | 34,522,932 | −1,190,103 | TRIM |
| 19 | ROYAL BANK OF CANADA | $959M | 34,155,840 | −1,714,429 | TRIM |
| 20 | VANGUARD FIDUCIARY TRUST CO | $899M | 32,001,259 | — | NO PRIOR |
| 21 | DEUTSCHE BANK AG\ | $883M | 31,428,987 | +530,139 | ADD |
| 22 | FRANKLIN RESOURCES INC | $796M | 28,341,834 | +3,177,507 | ADD |
| 23 | Invesco Ltd. | $785M | 27,941,976 | +681,917 | ADD |
| 24 | Capital World Investors | $616M | 21,947,486 | +513,596 | ADD |
| 25 | FEDERATED HERMES, INC. | $603M | 21,476,961 | +1,229,080 | ADD |
| 26 | FIRST TRUST ADVISORS LP | $573M | 20,422,958 | +1,691,541 | ADD |
| 27 | WELLS FARGO & COMPANY/MN | $548M | 19,533,309 | +834,673 | ADD |
| 28 | AMERIPRISE FINANCIAL INC | $548M | 19,519,056 | +1,127,951 | ADD |
| 29 | UBS Group AG | $494M | 17,609,150 | +811,135 | ADD |
| 30 | Swiss National Bank | $469M | 16,686,212 | +1,106,200 | ADD |
| 31 | VICTORY CAPITAL MANAGEMENT INC | $435M | 15,508,999 | −4,287,366 | TRIM |
| 32 | CITIGROUP INC | $435M | 15,493,259 | +1,228,140 | ADD |
| 33 | HSBC HOLDINGS PLC | $414M | 14,769,053 | −17,099,413 | TRIM |
| 34 | BARCLAYS PLC | $412M | 14,689,187 | −3,444,802 | TRIM |
| 35 | Unisphere Establishment | $411M | 14,650,000 | 0 | NO CHANGE |
| 36 | Sumitomo Mitsui Trust Group, Inc. | $403M | 14,366,414 | −765,037 | TRIM |
| 37 | National Pension Service | $403M | 14,349,288 | +14,349,288 | NEW |
| 38 | LPL Financial LLC | $376M | 13,393,661 | +124,181 | ADD |
| 39 | Nuveen, LLC | $370M | 13,178,661 | +14,511 | ADD |
| 40 | Mitsubishi UFJ Asset Management Co., Ltd. | $364M | 12,962,193 | +880,811 | ADD |
| 41 | Vanguard Global Advisers, LLC | $362M | 12,905,896 | — | NO PRIOR |
| 42 | SCHRODER INVESTMENT MANAGEMENT GROUP | $354M | 12,595,834 | +244,348 | ADD |
| 43 | FMR LLC | $353M | 12,567,358 | +292,218 | ADD |
| 44 | D. E. Shaw & Co., Inc. | $350M | 12,467,262 | +9,051,769 | ADD |
| 45 | AQR CAPITAL MANAGEMENT LLC | $334M | 11,879,235 | +2,059,402 | ADD |
| 46 | RAYMOND JAMES FINANCIAL INC | $328M | 11,674,216 | +187,503 | ADD |
| 47 | VANGUARD ASSET MANAGEMENT, Ltd | $321M | 11,424,753 | — | NO PRIOR |
| 48 | Robeco Institutional Asset Management B.V. | $313M | 11,138,434 | +1,267,791 | ADD |
| 49 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $304M | 10,840,185 | −3,133,806 | TRIM |
| 50 | BALYASNY ASSET MANAGEMENT L.P. | $294M | 10,471,388 | +1,926,496 | ADD |
| 51 | STIFEL FINANCIAL CORP | $274M | 9,769,180 | +491,819 | ADD |
| 52 | ENVESTNET ASSET MANAGEMENT INC | $262M | 9,345,601 | +697,500 | ADD |
| 53 | BRANDES INVESTMENT PARTNERS, LP | $256M | 9,107,225 | +478,043 | ADD |
| 54 | FIL Ltd | $246M | 8,751,327 | −499,825 | TRIM |
| 55 | NEW YORK STATE COMMON RETIREMENT FUND | $226M | 8,034,154 | +65,000 | ADD |
| 56 | BANK OF MONTREAL /CAN/ | $215M | 7,667,405 | −1,975,174 | TRIM |
| 57 | Artemis Investment Management LLP | $208M | 7,392,508 | +1,782,628 | ADD |
| 58 | CITADEL ADVISORS LLC | $207M | 7,359,865 | +1,952,489 | ADD |
| 59 | Swiss Life Asset Management Ltd | $206M | 7,332,947 | +491,766 | ADD |
| 60 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $196M | 6,989,299 | +2,743,945 | ADD |
| 61 | CANADA PENSION PLAN INVESTMENT BOARD | $190M | 6,777,646 | +1,474,491 | ADD |
| 62 | BNP Paribas Asset Management Holding S.A. | $185M | 6,591,268 | +717,845 | ADD |
| 63 | VOYA INVESTMENT MANAGEMENT LLC | $181M | 6,450,240 | +1,183,538 | ADD |
| 64 | PRINCIPAL FINANCIAL GROUP INC | $178M | 6,339,372 | +32,564 | ADD |
| 65 | ALLIANCEBERNSTEIN L.P. | $174M | 6,973,956 | +400,605 | ADD |
| 66 | Swedbank AB | $173M | 6,150,865 | +660,593 | ADD |
| 67 | DIAMOND HILL CAPITAL MANAGEMENT INC | $172M | 6,108,570 | −3,330,697 | TRIM |
| 68 | Assenagon Asset Management S.A. | $171M | 6,073,170 | +4,009,711 | ADD |
| 69 | PRUDENTIAL FINANCIAL INC | $168M | 5,968,365 | −517,143 | TRIM |
| 70 | PZENA INVESTMENT MANAGEMENT LLC | $166M | 5,924,892 | −601,908 | TRIM |
| 71 | Empower Advisory Group, LLC | $158M | 5,626,122 | +482,503 | ADD |
| 72 | Allianz Asset Management GmbH | $154M | 5,490,142 | −231,784 | TRIM |
| 73 | Squarepoint Ops LLC | $153M | 5,433,651 | −4,249,615 | TRIM |
| 74 | Aberdeen Group plc | $149M | 5,302,261 | +96,808 | ADD |
| 75 | NATIONAL BANK OF CANADA /FI/ | $144M | 5,136,267 | +234,500 | ADD |
| 76 | BANK OF NOVA SCOTIA | $143M | 5,108,792 | +1,865,170 | ADD |
| 77 | SUSQUEHANNA ADVISORS GROUP, INC. | $140M | 5,000,000 | −1,800,000 | TRIM |
| 78 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $140M | 4,984,992 | −26,606 | TRIM |
| 79 | AustralianSuper Pty Ltd | $140M | 4,980,592 | +330,560 | ADD |
| 80 | STOREBRAND ASSET MANAGEMENT AS | $137M | 4,864,309 | — | NO PRIOR |
| 81 | AVIVA PLC | $136M | 4,849,934 | +138,668 | ADD |
| 82 | Ensign Peak Advisors, Inc | $136M | 4,829,237 | −528,187 | TRIM |
| 83 | NORDEA INVESTMENT MANAGEMENT AB | $133M | 4,779,054 | −44,112 | TRIM |
| 84 | FIFTH THIRD BANCORP | $127M | 4,536,233 | +1,945,958 | ADD |
| 85 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $127M | 4,526,927 | −2,668,369 | TRIM |
| 86 | Point72 Asset Management, L.P. | $123M | 4,365,063 | +1,059,371 | ADD |
| 87 | TD ASSET MANAGEMENT INC | $117M | 4,157,133 | +261,508 | ADD |
| 88 | Universal- Beteiligungs- und Servicegesellschaft mbH | $116M | 4,127,247 | +80,153 | ADD |
| 89 | LETKO, BROSSEAU & ASSOCIATES INC | $115M | 4,090,013 | +211,575 | ADD |
| 90 | US BANCORP \DE\ | $108M | 3,863,894 | −124,643 | TRIM |
| 91 | Zurcher Kantonalbank (Zurich Cantonalbank) | $107M | 3,805,542 | +3,805,542 | NEW |
| 92 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $98.6M | 3,512,735 | −229,260 | TRIM |
| 93 | COMMONWEALTH EQUITY SERVICES, LLC | $98.0M | 3,488,515 | −153,523 | TRIM |
| 94 | Retirement Systems of Alabama | $97.6M | 3,474,970 | −2,140 | TRIM |
| 95 | SEI INVESTMENTS CO | $92.0M | 3,276,842 | −231,515 | TRIM |
| 96 | MACKENZIE FINANCIAL CORP | $91.9M | 3,274,513 | +165,638 | ADD |
| 97 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $91.6M | 3,261,941 | +34,457 | ADD |
| 98 | DANSKE BANK A/S | $90.8M | 3,235,118 | +9,921 | ADD |
| 99 | Janus Henderson Group Ltd. | $90.5M | 3,223,714 | −5,562,370 | TRIM |
| 100 | Cetera Investment Advisers | $90.2M | 3,213,627 | +65,634 | ADD |
| 101 | D.A. DAVIDSON & CO. | $89.4M | 3,184,965 | +90,012 | ADD |
| 102 | Lansforsakringar Fondforvaltning AB (publ) | $88.7M | 3,158,825 | +103,600 | ADD |
| 103 | STATE OF WISCONSIN INVESTMENT BOARD | $86.3M | 3,072,042 | +97,353 | ADD |
| 104 | PFA Pension, Forsikringsaktieselskab | $86.2M | 3,071,444 | +3,071,444 | NEW |
| 105 | Nan Shan Life Insurance Co., Ltd. | $86.2M | 3,070,309 | +1,301,657 | ADD |
| 106 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $85.8M | 3,055,419 | +3,055,419 | NEW |
| 107 | Focus Partners Wealth | $85.4M | 3,042,752 | +612,450 | ADD |
| 108 | DEERFIELD MANAGEMENT COMPANY, L.P. | $85.4M | 3,040,000 | +3,040,000 | NEW |
| 109 | KLP KAPITALFORVALTNING AS | $83.8M | 2,983,732 | −90,200 | TRIM |
| 110 | CIBC WORLD MARKET INC. | $81.1M | 2,888,310 | +1,001,229 | ADD |
| 111 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $80.9M | 2,880,883 | +259,820 | ADD |
| 112 | Epoch Investment Partners, Inc. | $80.2M | 2,854,601 | +425,669 | ADD |
| 113 | Mitsubishi UFJ Trust & Banking Corp | $80.0M | 2,847,601 | +60,001 | ADD |
| 114 | Chevy Chase Trust Holdings, LLC | $79.7M | 2,839,911 | −81,713 | TRIM |
| 115 | Vanguard Investments Australia, Ltd. | $79.6M | 2,835,974 | — | NO PRIOR |
| 116 | ROYAL LONDON ASSET MANAGEMENT LTD | $79.3M | 2,823,465 | +24,566 | ADD |
| 117 | Quadrature Capital Ltd | $78.4M | 2,791,888 | +88,052 | ADD |
| 118 | Pictet Asset Management Holding SA | $76.2M | 2,713,383 | −38,136 | TRIM |
| 119 | Cullen Capital Management, LLC | $75.6M | 2,693,507 | +596,176 | ADD |
| 120 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.0M | 2,695,731 | −718,817 | TRIM |
| 121 | ALLIANZ SE | $74.7M | 2,660,781 | +174,969 | ADD |
| 122 | M&T BANK CORP | $74.7M | 2,660,449 | +120,908 | ADD |
| 123 | ZACKS INVESTMENT MANAGEMENT | $74.6M | 2,655,516 | +141,613 | ADD |
| 124 | Korea Investment CORP | $74.5M | 2,653,089 | −155,144 | TRIM |
| 125 | HighTower Advisors, LLC | $74.4M | 2,648,143 | +36,533 | ADD |
| 126 | APG Asset Management N.V. | $74.2M | 3,044,539 | +103,340 | ADD |
| 127 | Advisors Capital Management, LLC | $73.8M | 2,629,706 | +117,181 | ADD |
| 128 | KING LUTHER CAPITAL MANAGEMENT CORP | $73.0M | 2,598,940 | +10,298 | ADD |
| 129 | Asset Management One Co., Ltd. | $72.7M | 2,590,740 | −149,313 | TRIM |
| 130 | Corient Private Wealth LLC | $71.5M | 2,558,429 | −5,450,405 | TRIM |
| 131 | Federation des caisses Desjardins du Quebec | $69.7M | 2,480,449 | +141,410 | ADD |
| 132 | Susquehanna Portfolio Strategies, LLC | $69.5M | 2,475,761 | 0 | NO CHANGE |
| 133 | TRUIST FINANCIAL CORP | $69.4M | 2,470,900 | +67,026 | ADD |
| 134 | JUPITER ASSET MANAGEMENT LTD | $68.6M | 2,443,645 | 0 | NO CHANGE |
| 135 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $67.6M | 2,408,993 | +57,703 | ADD |
| 136 | OSAIC HOLDINGS, INC. | $66.7M | 2,374,689 | +327,529 | ADD |
| 137 | MACQUARIE GROUP LTD | $65.2M | 2,321,799 | +409,252 | ADD |
| 138 | Baird Financial Group, Inc. | $64.9M | 2,310,997 | +2,310,997 | NEW |
| 139 | Grantham, Mayo, Van Otterloo & Co. LLC | $64.2M | 2,285,443 | −93,526 | TRIM |
| 140 | THORNBURG INVESTMENT MANAGEMENT INC | $63.0M | 2,242,186 | +39,727 | ADD |
| 141 | LGT Group Foundation | $62.0M | 2,206,233 | +216,923 | ADD |
| 142 | Creative Planning | $59.6M | 2,122,972 | +271,983 | ADD |
| 143 | CWM, LLC | $59.3M | 2,111,686 | +486,307 | ADD |
| 144 | NOMURA ASSET MANAGEMENT CO LTD | $58.7M | 2,091,873 | −13,230 | TRIM |
| 145 | STALEY CAPITAL ADVISERS INC | $57.2M | 2,035,654 | +54,140 | ADD |
| 146 | Woodline Partners LP | $57.1M | 2,033,842 | +405,567 | ADD |
| 147 | ALLEN HOLDING INC /NY | $56.2M | 2,000,000 | +480,200 | ADD |
| 148 | Candriam S.C.A. | $56.0M | 1,992,586 | +19,837 | ADD |
| 149 | CRAWFORD INVESTMENT COUNSEL INC | $55.9M | 1,991,614 | −91,017 | TRIM |
| 150 | Rockefeller Capital Management L.P. | $55.7M | 1,984,826 | +142,551 | ADD |
| 151 | DnB Asset Management AS | $55.2M | 1,965,182 | +212,096 | ADD |
| 152 | Kestra Advisory Services, LLC | $54.9M | 1,954,595 | +249,309 | ADD |
| 153 | ORBIMED ADVISORS LLC | $54.7M | 1,946,500 | +293,600 | ADD |
| 154 | State of New Jersey Common Pension Fund D | $54.6M | 1,943,131 | −22,286 | TRIM |
| 155 | Resona Asset Management Co.,Ltd. | $54.2M | 1,933,254 | +13,944 | ADD |
| 156 | CAUSEWAY CAPITAL MANAGEMENT LLC | $53.8M | 1,914,219 | −177,500 | TRIM |
| 157 | NATIXIS | $53.7M | 1,912,234 | −3,717,590 | TRIM |
| 158 | Tidal Investments LLC | $53.7M | 1,925,435 | +1,414,258 | ADD |
| 159 | JANE STREET GROUP, LLC | $52.9M | 1,883,213 | +1,255,392 | ADD |
| 160 | Mariner, LLC | $52.3M | 1,862,314 | +127,917 | ADD |
| 161 | Quantinno Capital Management LP | $52.1M | 1,855,826 | +175,560 | ADD |
| 162 | CAPITAL ADVISORS INC/OK | $51.2M | 1,822,774 | +182,048 | ADD |
| 163 | Calamos Advisors LLC | $50.7M | 1,805,659 | −113,617 | TRIM |
| 164 | CIBC Asset Management Inc | $50.4M | 1,793,663 | +208,006 | ADD |
| 165 | Talaria Asset Management Pty Ltd | $50.0M | 1,780,100 | 0 | NO CHANGE |
| 166 | CIBC Bancorp USA Inc. | $49.7M | 1,770,963 | — | NO PRIOR |
| 167 | Willis Investment Counsel | $48.2M | 1,717,937 | +4,473 | ADD |
| 168 | TORONTO DOMINION BANK | $48.1M | 1,713,006 | −1,520,630 | TRIM |
| 169 | Cerity Partners LLC | $47.7M | 1,698,192 | −1,489,263 | TRIM |
| 170 | COMMERCE BANK | $47.1M | 1,678,280 | +158,900 | ADD |
| 171 | STATE OF MICHIGAN RETIREMENT SYSTEM | $46.8M | 1,666,884 | −3,300 | TRIM |
| 172 | AE Wealth Management LLC | $46.8M | 1,665,681 | +211,119 | ADD |
| 173 | Tredje AP-fonden | $46.6M | 1,658,914 | +308,914 | ADD |
| 174 | Davern Capital Partners, LP | $44.8M | 1,593,942 | −448,300 | TRIM |
| 175 | EDMOND DE ROTHSCHILD HOLDING S.A. | $44.5M | 1,584,079 | −215,301 | TRIM |
| 176 | Arizona State Retirement System | $43.7M | 1,557,209 | −42,519 | TRIM |
| 177 | Czech National Bank | $43.5M | 1,548,478 | +49,243 | ADD |
| 178 | TEACHER RETIREMENT SYSTEM OF TEXAS | $41.3M | 1,469,652 | −1,040,190 | TRIM |
| 179 | Banco Santander, S.A. | $41.3M | 1,469,265 | −192,707 | TRIM |
| 180 | Defilade Capital Management, L.P. | $41.1M | 1,464,129 | −739,375 | TRIM |
| 181 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $40.5M | 1,441,271 | +519,500 | ADD |
| 182 | KEYBANK NATIONAL ASSOCIATION/OH | $39.9M | 1,419,834 | +10,655 | ADD |
| 183 | NFJ INVESTMENT GROUP, LLC | $39.3M | 1,398,757 | −783,593 | TRIM |
| 184 | NISA INVESTMENT ADVISORS, LLC | $39.0M | 1,389,916 | −104,032 | TRIM |
| 185 | Mirae Asset Global Investments Co., Ltd. | $39.0M | 1,388,081 | +242,360 | ADD |
| 186 | BLAIR WILLIAM & CO/IL | $38.5M | 1,370,097 | −12,572 | TRIM |
| 187 | GUGGENHEIM CAPITAL LLC | $38.4M | 1,367,689 | +159,332 | ADD |
| 188 | Mediolanum International Funds Ltd | $38.1M | 1,373,098 | +1,220,491 | ADD |
| 189 | KORNITZER CAPITAL MANAGEMENT INC /KS | $38.1M | 1,357,315 | +115,759 | ADD |
| 190 | Sarasin & Partners LLP | $38.1M | 1,355,787 | −59,507 | TRIM |
| 191 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $37.6M | 1,341,471 | +68,402 | ADD |
| 192 | SEB Asset Management AB | $37.4M | 1,332,170 | — | NO PRIOR |
| 193 | MetLife Investment Management, LLC | $37.3M | 1,328,456 | −34,474 | TRIM |
| 194 | Verity & Verity, LLC | $37.2M | 1,325,982 | +23,766 | ADD |
| 195 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.2M | 1,324,445 | +1,917 | ADD |
| 196 | SIMPLEX TRADING, LLC | $35.6M | 1,266,685 | −224,352 | TRIM |
| 197 | Senator Investment Group LP | $35.1M | 1,250,000 | +1,250,000 | NEW |
| 198 | TCTC Holdings, LLC | $34.6M | 1,233,510 | −2,051 | TRIM |
| 199 | IFM Investors Pty Ltd | $34.5M | 1,229,480 | +54,721 | ADD |
| 200 | Minneapolis Portfolio Management Group, LLC | $33.9M | 1,208,845 | +1,208,845 | NEW |
| 201 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.8M | 1,203,403 | −200,533 | TRIM |
| 202 | CORDA Investment Management, LLC. | $33.4M | 1,188,027 | +59,130 | ADD |
| 203 | WILSEY ASSET MANAGEMENT INC | $33.3M | 1,187,417 | −7,978 | TRIM |
| 204 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.3M | 1,186,035 | −2,572,047 | TRIM |
| 205 | CREDIT AGRICOLE S A | $33.3M | 1,186,021 | −1,920,775 | TRIM |
| 206 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $33.0M | 1,177,115 | −26,235 | TRIM |
| 207 | Beacon Pointe Advisors, LLC | $33.0M | 1,174,349 | +213,796 | ADD |
| 208 | Ruffer LLP | $32.4M | 1,149,753 | −174,343 | TRIM |
| 209 | MEYER HANDELMAN CO | $31.7M | 1,127,840 | −58,975 | TRIM |
| 210 | MML INVESTORS SERVICES, LLC | $31.0M | 1,102,413 | −278,633 | TRIM |
| 211 | SECTOR GAMMA AS | $30.6M | 1,091,385 | +231,846 | ADD |
| 212 | AMERICAN CENTURY COMPANIES INC | $30.5M | 1,087,523 | +94,795 | ADD |
| 213 | XPONANCE LLC | $30.4M | 1,083,790 | +131,534 | ADD |
| 214 | Walleye Capital LLC | $30.1M | 1,070,486 | +596,980 | ADD |
| 215 | SCOTIA CAPITAL INC. | $29.7M | 1,058,826 | −41,315 | TRIM |
| 216 | Gotham Asset Management, LLC | $29.5M | 1,051,942 | +176,238 | ADD |
| 217 | ALPS ADVISORS INC | $29.2M | 1,040,005 | −2,072 | TRIM |
| 218 | Nexus Investment Management ULC | $28.9M | 1,030,855 | +39,630 | ADD |
| 219 | Varma Mutual Pension Insurance Co | $28.7M | 1,022,063 | +60,000 | ADD |
| 220 | Empowered Funds, LLC | $28.6M | 1,017,739 | +1,017,739 | NEW |
| 221 | Sanctuary Advisors, LLC | $28.5M | 1,013,675 | +59,828 | ADD |
| 222 | Zurich Insurance Group Ltd/FI | $28.3M | 1,007,804 | +1,007,804 | NEW |
| 223 | OP Asset Management Ltd | $28.2M | 1,002,505 | — | NO PRIOR |
| 224 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $27.8M | 990,900 | +100,000 | ADD |
| 225 | Man Group plc | $27.7M | 986,121 | −1,539,479 | TRIM |
| 226 | Huber Capital Management LLC | $27.4M | 975,818 | +20,300 | ADD |
| 227 | Arnhold LLC | $27.3M | 971,797 | +12,000 | ADD |
| 228 | Daiwa Securities Group Inc. | $27.3M | 970,940 | +51,769 | ADD |
| 229 | USS Investment Management Ltd | $27.3M | 970,841 | +22,335 | ADD |
| 230 | Destination Wealth Management | $26.5M | 943,250 | +125,344 | ADD |
| 231 | MERCER GLOBAL ADVISORS INC /ADV | $26.3M | 935,224 | +126,172 | ADD |
| 232 | Americana Partners, LLC | $26.0M | 926,212 | +128,398 | ADD |
| 233 | Utah Retirement Systems | $25.9M | 923,644 | −14,980 | TRIM |
| 234 | Jefferies Financial Group Inc. | $25.9M | 923,320 | −306,961 | TRIM |
| 235 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $25.9M | 920,650 | +177,297 | ADD |
| 236 | Bank Julius Baer & Co. Ltd, Zurich | $25.7M | 913,851 | −14,678 | TRIM |
| 237 | GLENMEDE TRUST CO NA | $25.3M | 902,032 | −53,129 | TRIM |
| 238 | America First Investment Advisors, LLC | $25.2M | 898,150 | +63,336 | ADD |
| 239 | Advisors Asset Management, Inc. | $24.7M | 881,273 | −36,540 | TRIM |
| 240 | ProShare Advisors LLC | $24.3M | 863,798 | −291,331 | TRIM |
| 241 | Sumitomo Mitsui DS Asset Management Company, Ltd | $24.2M | 862,378 | +36,528 | ADD |
| 242 | QRG CAPITAL MANAGEMENT, INC. | $23.9M | 852,504 | +146,127 | ADD |
| 243 | Rakuten Investment Management, Inc. | $23.4M | 843,816 | +95,870 | ADD |
| 244 | AIA Group Ltd | $23.4M | 833,363 | +106,683 | ADD |
| 245 | OPPENHEIMER & CO INC | $23.4M | 831,613 | +136,995 | ADD |
| 246 | Wealthfront Advisers LLC | $23.1M | 824,349 | +134,523 | ADD |
| 247 | NEOS Investment Management LLC | $23.0M | 819,827 | +3,084 | ADD |
| 248 | ExodusPoint Capital Management, LP | $22.9M | 816,068 | −666,483 | TRIM |
| 249 | LGT Fund Management Co Ltd. | $22.7M | 808,804 | +765,044 | ADD |
| 250 | Ethic Inc. | $22.5M | 800,505 | +81,567 | ADD |
| 251 | ING GROEP NV | $22.5M | 799,842 | −47,041 | TRIM |
| 252 | GRIMES & Co WEALTH MANAGEMENT, LLC | $22.3M | 795,282 | +5,332 | ADD |
| 253 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $22.2M | 790,320 | +11,422 | ADD |
| 254 | Private Advisor Group, LLC | $22.2M | 789,052 | +7,340 | ADD |
| 255 | Saudi Central Bank | $22.1M | 788,582 | +207,514 | ADD |
| 256 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $22.0M | 783,617 | −225,257 | TRIM |
| 257 | Eurizon Capital SGR S.p.A. | $22.0M | 783,127 | −1,199,996 | TRIM |
| 258 | TORRAY INVESTMENT PARTNERS LLC | $21.8M | 776,455 | −27,116 | TRIM |
| 259 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $21.6M | 769,263 | −9,011 | TRIM |
| 260 | Capital International Sarl | $21.3M | 759,368 | +36,289 | ADD |
| 261 | Foster Victor Wealth Advisors, LLC | $21.3M | 785,655 | +89,704 | ADD |
| 262 | ASSETMARK, INC | $21.3M | 758,170 | −1,755,145 | TRIM |
| 263 | BROWN ADVISORY INC | $21.1M | 751,398 | −21,521 | TRIM |
| 264 | PRUDENTIAL PLC | $21.0M | 748,958 | +44,096 | ADD |
| 265 | FUKOKU MUTUAL LIFE INSURANCE CO | $20.9M | 744,012 | 0 | NO CHANGE |
| 266 | Investment Management Corp of Ontario | $20.7M | 736,932 | +214,674 | ADD |
| 267 | &PARTNERS | $20.5M | 730,471 | +56,919 | ADD |
| 268 | NewEdge Advisors, LLC | $20.0M | 712,319 | +712,319 | NEW |
| 269 | Quilter Plc | $19.9M | 707,262 | −76,553 | TRIM |
| 270 | Vontobel Holding Ltd. | $19.8M | 706,645 | −194,932 | TRIM |
| 271 | EXCHANGE TRADED CONCEPTS, LLC | $19.7M | 702,391 | −399,587 | TRIM |
| 272 | COERENTE CAPITAL MANAGEMENT | $19.7M | 701,344 | +34,339 | ADD |
| 273 | Kepler Cheuvreux (Suisse) SA | $19.5M | 696,069 | +122,385 | ADD |
| 274 | GREAT LAKES ADVISORS, LLC | $19.5M | 693,490 | +173,207 | ADD |
| 275 | TD Waterhouse Canada Inc. | $19.3M | 677,398 | −97,894 | TRIM |
| 276 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $18.5M | 657,881 | +580,924 | ADD |
| 277 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $18.3M | 651,047 | −195 | TRIM |
| 278 | Pathstone Holdings, LLC | $17.8M | 635,026 | +65,951 | ADD |
| 279 | Allspring Global Investments Holdings, LLC | $17.7M | 620,597 | −241,954 | TRIM |
| 280 | Cresset Asset Management, LLC | $17.6M | 626,695 | −29,860 | TRIM |
| 281 | INTACT INVESTMENT MANAGEMENT INC. | $17.3M | 615,500 | −3,100 | TRIM |
| 282 | ASR Vermogensbeheer N.V. | $17.3M | 614,873 | +12,729 | ADD |
| 283 | BRADLEY FOSTER & SARGENT INC/CT | $17.2M | 614,017 | +13,128 | ADD |
| 284 | B. Metzler seel. Sohn & Co. AG | $17.0M | 606,068 | −33,571 | TRIM |
| 285 | Private Wealth Partners, LLC | $17.0M | 604,878 | +28,031 | ADD |
| 286 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $17.0M | 603,647 | −5,809 | TRIM |
| 287 | Vanguard Personalized Indexing Management, LLC | $16.8M | 598,547 | +71,903 | ADD |
| 288 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $16.8M | 598,214 | −1,808,379 | TRIM |
| 289 | GROUP ONE TRADING LLC | $16.6M | 592,233 | +432,806 | ADD |
| 290 | Pinnacle Financial Partners, Inc. | $16.6M | 590,527 | +20,296 | ADD |
| 291 | Avanza Fonder AB | $16.4M | 582,677 | −3,251 | TRIM |
| 292 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.3M | 579,162 | −13,119 | TRIM |
| 293 | VILLERE ST DENIS J & CO LLC | $16.1M | 574,968 | +70,613 | ADD |
| 294 | Elo Mutual Pension Insurance Co | $16.1M | 573,689 | −222,996 | TRIM |
| 295 | SBI Securities Co., Ltd. | $16.0M | 569,700 | +19,329 | ADD |
| 296 | YOUSIF CAPITAL MANAGEMENT, LLC | $15.8M | 563,326 | −12,770 | TRIM |
| 297 | Callahan Advisors, LLC | $15.8M | 562,533 | −65,185 | TRIM |
| 298 | Quinn Opportunity Partners LLC | $15.8M | 561,728 | 0 | NO CHANGE |
| 299 | Longaeva Partners L.P. | $15.7M | 560,615 | +560,615 | NEW |
| 300 | M&G Plc | $15.3M | 546,673 | −30,507 | TRIM |
| 301 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $15.3M | 543,843 | −40,925 | TRIM |
| 302 | Illinois Municipal Retirement Fund | $15.2M | 539,823 | −49,920 | TRIM |
| 303 | Cyndeo Wealth Partners, LLC | $14.5M | 516,751 | +415,587 | ADD |
| 304 | Centiva Capital, LP | $14.5M | 515,495 | +243,137 | ADD |
| 305 | EVERGREEN CAPITAL MANAGEMENT LLC | $14.4M | 512,735 | +2,776 | ADD |
| 306 | WP Advisors, LLC | $14.3M | 509,121 | −17,222 | TRIM |
| 307 | GENERAL AMERICAN INVESTORS CO INC | $14.2M | 505,808 | 0 | NO CHANGE |
| 308 | U.S. Capital Wealth Advisors, LLC | $14.0M | 500,221 | +13,606 | ADD |
| 309 | Quintet Private Bank (Europe) S.A. | $14.0M | 497,648 | −8,656 | TRIM |
| 310 | SKBA CAPITAL MANAGEMENT LLC | $13.9M | 495,750 | 0 | NO CHANGE |
| 311 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $13.8M | 492,409 | +19,433 | ADD |
| 312 | BECKER CAPITAL MANAGEMENT INC | $13.8M | 490,446 | −29,445 | TRIM |
| 313 | AGF MANAGEMENT LTD | $13.7M | 489,503 | −212 | TRIM |
| 314 | QSM Asset Management Ltd | $13.7M | 491,638 | −15,205 | TRIM |
| 315 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $13.7M | 489,295 | +3,745 | ADD |
| 316 | Allworth Financial LP | $13.6M | 484,920 | +128,326 | ADD |
| 317 | KAHN BROTHERS GROUP INC | $13.6M | 484,733 | −69,217 | TRIM |
| 318 | MARTINGALE ASSET MANAGEMENT L P | $13.5M | 480,418 | +6,000 | ADD |
| 319 | Bell Bank | $13.3M | 472,862 | +27,212 | ADD |
| 320 | Steward Partners Investment Advisory, LLC | $13.3M | 472,519 | +2,274 | ADD |
| 321 | Concurrent Investment Advisors, LLC | $13.2M | 470,416 | +38,696 | ADD |
| 322 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $13.2M | 469,990 | −48,470 | TRIM |
| 323 | Mesirow Financial Investment Management, Inc. | $13.2M | 468,406 | +286,767 | ADD |
| 324 | IEQ CAPITAL, LLC | $13.1M | 466,278 | +145,582 | ADD |
| 325 | OLD NATIONAL BANCORP /IN/ | $13.1M | 466,061 | +55,288 | ADD |
| 326 | HM PAYSON & CO | $13.1M | 464,978 | +5,047 | ADD |
| 327 | THOMPSON INVESTMENT MANAGEMENT, INC. | $13.0M | 464,171 | +716 | ADD |
| 328 | Stockman Wealth Management, Inc. | $13.0M | 461,237 | +45,961 | ADD |
| 329 | SAPIENT CAPITAL LLC | $12.7M | 451,838 | −22,939 | TRIM |
| 330 | Waverly Advisors, LLC | $12.6M | 449,282 | +29,015 | ADD |
| 331 | Orion Porfolio Solutions, LLC | $12.5M | 446,491 | −58,759 | TRIM |
| 332 | Ally Financial Inc. | $12.5M | 446,000 | 0 | NO CHANGE |
| 333 | DAVENPORT & Co LLC | $12.5M | 445,153 | +6,363 | ADD |
| 334 | Marble Harbor Investment Counsel, LLC | $12.5M | 445,070 | −878 | TRIM |
| 335 | Rafferty Asset Management, LLC | $12.5M | 444,718 | −176,499 | TRIM |
| 336 | FACTORY MUTUAL INSURANCE CO | $12.4M | 442,400 | +17,500 | ADD |
| 337 | Glenview Trust Co | $12.3M | 436,372 | +1,453 | ADD |
| 338 | FIRST FINANCIAL BANKSHARES INC | $12.2M | 433,584 | +61,763 | ADD |
| 339 | UniSuper Management Pty Ltd | $12.1M | 431,877 | +324 | ADD |
| 340 | CAPITAL INTERNATIONAL LTD /CA/ | $12.0M | 427,700 | +10,201 | ADD |
| 341 | ROCKLAND TRUST CO | $12.0M | 425,726 | +5,736 | ADD |
| 342 | Systematic Alpha Investments, LLC | $11.9M | 424,515 | 0 | NO CHANGE |
| 343 | Vinva Investment Management Ltd | $11.9M | 428,099 | +22,628 | ADD |
| 344 | Capital Investment Advisors, LLC | $11.9M | 422,920 | −9,493 | TRIM |
| 345 | MAI Capital Management | $11.8M | 420,692 | +14,038 | ADD |
| 346 | Canada Post Corp Registered Pension Plan | $11.7M | 416,551 | +26,423 | ADD |
| 347 | Gilman Hill Asset Management, LLC | $11.6M | 414,018 | +14,864 | ADD |
| 348 | PINNACLE ASSOCIATES LTD | $11.6M | 413,133 | −31,221 | TRIM |
| 349 | Patrick Mauro Investment Advisor, INC. | $11.6M | 412,028 | −67,573 | TRIM |
| 350 | Philip James Wealth Mangement, LLC | $11.6M | 411,774 | +4,564 | ADD |
| 351 | Azimuth Capital Investment Management LLC | $11.3M | 401,847 | +20,888 | ADD |
| 352 | TECTONIC ADVISORS LLC | $11.2M | 400,600 | +25,422 | ADD |
| 353 | Intesa Sanpaolo S.p.A. | $11.1M | 396,480 | −1,323,463 | TRIM |
| 354 | Dakota Wealth Management | $11.1M | 394,216 | +29,262 | ADD |
| 355 | Regal Investment Advisors LLC | $10.9M | 387,317 | +20,784 | ADD |
| 356 | Haverford Trust Co | $10.9M | 387,129 | +84,941 | ADD |
| 357 | CONTINENTAL ADVISORS LLC | $10.9M | 386,438 | −14,500 | TRIM |
| 358 | Compagnie Lombard Odier SCmA | $10.7M | 381,061 | −5,164 | TRIM |
| 359 | Capital International, Inc./CA/ | $10.5M | 374,286 | +21,130 | ADD |
| 360 | Cambria Investment Management, L.P. | $10.5M | 373,893 | +6,465 | ADD |
| 361 | Northwest & Ethical Investments L.P. | $10.4M | 370,572 | −45,490 | TRIM |
| 362 | CAISSE DES DEPOTS ET CONSIGNATIONS | $10.2M | 361,491 | +9,914 | ADD |
| 363 | World Investment Advisors | $10.1M | 358,963 | −38,989 | TRIM |
| 364 | Aptus Capital Advisors, LLC | $10.1M | 358,846 | +206,642 | ADD |
| 365 | BOURGEON CAPITAL MANAGEMENT LLC | $10.0M | 355,167 | +341,896 | ADD |
| 366 | ADVOCATE GROUP LLC | $10.0M | 355,052 | +6,553 | ADD |
| 367 | Sequoia Financial Advisors, LLC | $9.9M | 354,125 | +15,289 | ADD |
| 368 | Boothe Investment Group, Inc. | $9.9M | 351,085 | +7,175 | ADD |
| 369 | Atria Investments, Inc | $9.8M | 348,421 | −8,366 | TRIM |
| 370 | HOURGLASS CAPITAL, LLC | $9.8M | 347,598 | −90,550 | TRIM |
| 371 | WELCH & FORBES LLC | $9.7M | 346,584 | −9,079 | TRIM |
| 372 | STEPHENS INC /AR/ | $9.7M | 343,425 | +16,157 | ADD |
| 373 | HB Wealth Management, LLC | $9.7M | 343,989 | +15,142 | ADD |
| 374 | MIZUHO SECURITIES USA LLC | $9.7M | 343,726 | −70,270 | TRIM |
| 375 | Fisher Funds Management LTD | $9.6M | 343,247 | −57,887 | TRIM |
| 376 | Adams Asset Advisors, LLC | $9.6M | 341,545 | +384 | ADD |
| 377 | LAZARD ASSET MANAGEMENT LLC | $9.6M | 340,255 | −1,500,673 | TRIM |
| 378 | Torrey Growth & Income Advisors | $9.3M | 332,667 | +18,667 | ADD |
| 379 | Cardinal Point Capital Management ULC | $9.2M | 329,107 | +5,450 | ADD |
| 380 | Norinchukin Bank, The | $9.2M | 328,881 | +790 | ADD |
| 381 | HARTFORD INVESTMENT MANAGEMENT CO | $9.1M | 323,756 | −4,452 | TRIM |
| 382 | ELEVATION POINT WEALTH PARTNERS, LLC | $8.9M | 318,584 | +275,671 | ADD |
| 383 | Vestmark Advisory Solutions, Inc. | $8.9M | 318,106 | +276,646 | ADD |
| 384 | Socorro Asset Management LP | $8.8M | 315,112 | −66,114 | TRIM |
| 385 | ABN AMRO INVESTMENT SOLUTIONS | $8.8M | 313,794 | +33,262 | ADD |
| 386 | OPPENHEIMER ASSET MANAGEMENT INC. | $8.8M | 312,438 | +143,664 | ADD |
| 387 | CENTRAL TRUST Co | $8.7M | 308,862 | −5,626 | TRIM |
| 388 | Lido Advisors, LLC | $8.7M | 308,133 | −141,542 | TRIM |
| 389 | OMERS ADMINISTRATION Corp | $8.6M | 307,296 | +25,362 | ADD |
| 390 | Bank Pictet & Cie (Europe) AG | $8.5M | 303,202 | +303,202 | NEW |
| 391 | Beacon Harbor Wealth Advisors, Inc. | $8.5M | 302,840 | +194,544 | ADD |
| 392 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.5M | 301,876 | −29,865 | TRIM |
| 393 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $8.5M | 301,435 | 0 | NO CHANGE |
| 394 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $8.5M | 301,402 | +301,402 | NEW |
| 395 | SteelPeak Wealth, LLC | $8.4M | 299,943 | −44,123 | TRIM |
| 396 | GFS Advisors, LLC | $8.4M | 299,716 | −95,595 | TRIM |
| 397 | Y-Intercept (Hong Kong) Ltd | $8.4M | 299,137 | +177,627 | ADD |
| 398 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $8.4M | 297,962 | −41,219 | TRIM |
| 399 | PFG Investments, LLC | $8.3M | 297,364 | −13,406 | TRIM |
| 400 | Corecam Pte. Ltd. | $8.3M | 295,930 | +6,300 | ADD |
| 401 | Moors & Cabot, Inc. | $8.3M | 294,767 | +12,344 | ADD |
| 402 | FIDUCIARY TRUST CO | $8.3M | 294,379 | −3,787 | TRIM |
| 403 | ADELL HARRIMAN & CARPENTER INC | $8.2M | 291,128 | +18,230 | ADD |
| 404 | Addenda Capital Inc. | $8.2M | 290,800 | 0 | NO CHANGE |
| 405 | KANAWHA CAPITAL MANAGEMENT LLC | $8.2M | 290,585 | +25,442 | ADD |
| 406 | 1834 INVESTMENT ADVISORS CO | $8.1M | 287,695 | +9,408 | ADD |
| 407 | Maryland State Retirement & Pension System | $8.0M | 285,059 | +1,667 | ADD |
| 408 | OneDigital Investment Advisors LLC | $8.0M | 283,706 | −8,492 | TRIM |
| 409 | CITIZENS FINANCIAL GROUP INC/RI | $8.0M | 283,183 | −182,415 | TRIM |
| 410 | Edgemoor Investment Advisors, Inc. | $7.9M | 282,832 | +14,902 | ADD |
| 411 | Brookstone Capital Management | $7.9M | 280,279 | +9,762 | ADD |
| 412 | EVERETT HARRIS & CO /CA/ | $7.9M | 280,174 | +10,509 | ADD |
| 413 | WOODMONT INVESTMENT COUNSEL LLC | $7.8M | 278,391 | +11,490 | ADD |
| 414 | Lifeworks Advisors, LLC | $7.8M | 277,542 | −10,845 | TRIM |
| 415 | Equitable Holdings, Inc. | $7.7M | 297,003 | +100,098 | ADD |
| 416 | XTX Topco Ltd | $7.7M | 275,144 | −67,231 | TRIM |
| 417 | Morningstar Investment Management LLC | $7.7M | 274,915 | +17,033 | ADD |
| 418 | Stamos Capital Partners, L.P. | $7.7M | 273,784 | −42,526 | TRIM |
| 419 | Bragg Financial Advisors, Inc | $7.7M | 273,539 | −12,836 | TRIM |
| 420 | RWA WEALTH PARTNERS, LLC | $7.5M | 265,862 | +35,777 | ADD |
| 421 | 1832 Asset Management L.P. | $7.5M | 265,437 | +1,067 | ADD |
| 422 | WealthTrust Axiom LLC | $7.2M | 258,107 | +17,892 | ADD |
| 423 | Bellecapital International Ltd. | $7.2M | 256,482 | +15,307 | ADD |
| 424 | MONEY CONCEPTS CAPITAL CORP | $7.1M | 254,239 | +5,306 | ADD |
| 425 | WESTPAC BANKING CORP | $7.1M | 253,485 | +38,405 | ADD |
| 426 | Merit Financial Group, LLC | $7.1M | 251,466 | +9,814 | ADD |
| 427 | Caprock Group, LLC | $7.0M | 250,656 | +49,447 | ADD |
| 428 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $7.0M | 248,971 | −147,824 | TRIM |
| 429 | Cutler Capital Management, LLC | $7.0M | 248,771 | −960 | TRIM |
| 430 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.0M | 248,210 | +248,210 | NEW |
| 431 | Cannell & Spears LLC | $7.0M | 248,062 | −23,136 | TRIM |
| 432 | Keystone Financial Planning, Inc. | $6.9M | 246,382 | 0 | NO CHANGE |
| 433 | Andra AP-fonden | $6.9M | 245,573 | −771,627 | TRIM |
| 434 | Marex Group Ltd | $6.9M | 245,068 | +29,486 | ADD |
| 435 | Round Hill Asset Management | $6.9M | 244,914 | −2,350 | TRIM |
| 436 | PARSONS CAPITAL MANAGEMENT INC/RI | $6.8M | 243,066 | +106,825 | ADD |
| 437 | Dai-ichi Life Insurance Company, Ltd | $6.8M | 242,836 | +19,771 | ADD |
| 438 | Madison Asset Management, LLC | $6.8M | 242,132 | 0 | NO CHANGE |
| 439 | GREENLEAF TRUST | $6.8M | 241,278 | +12,470 | ADD |
| 440 | Avantax Planning Partners, Inc. | $6.8M | 241,169 | −12,717 | TRIM |
| 441 | LBP AM SA | $6.7M | 239,207 | −777,456 | TRIM |
| 442 | LOWE BROCKENBROUGH & CO INC | $6.7M | 238,855 | +29,130 | ADD |
| 443 | Clearstead Advisors, LLC | $6.7M | 238,278 | +53,242 | ADD |
| 444 | Blume Capital Management, Inc. | $6.7M | 238,095 | +9,790 | ADD |
| 445 | Monte Financial Group, LLC | $6.7M | 237,227 | −3,061 | TRIM |
| 446 | EP Wealth Advisors, LLC | $6.7M | 237,118 | −21,616 | TRIM |
| 447 | REGIONS FINANCIAL CORP | $6.7M | 236,894 | −11,022 | TRIM |
| 448 | Mutual Advisors, LLC | $6.6M | 234,859 | −8,967 | TRIM |
| 449 | KWMG, LLC | $6.6M | 233,654 | +9,051 | ADD |
| 450 | MUFG Securities EMEA plc | $6.5M | 233,159 | 0 | NO CHANGE |
| 451 | HENNESSY ADVISORS INC | $6.5M | 233,100 | +39,000 | ADD |
| 452 | Raab & Moskowitz Asset Management LLC | $6.5M | 232,244 | −8,720 | TRIM |
| 453 | AG2R LA MONDIALE GESTION D'ACTIFS | $6.5M | 231,059 | +3,059 | ADD |
| 454 | Composition Wealth, LLC | $6.4M | 228,295 | −6,508 | TRIM |
| 455 | Midwest Trust Co | $6.4M | 227,981 | −1,916 | TRIM |
| 456 | Independent Advisor Alliance | $6.4M | 227,768 | +250 | ADD |
| 457 | Diversified Trust Co | $6.4M | 226,198 | +73,131 | ADD |
| 458 | HUNTINGTON NATIONAL BANK | $6.4M | 226,162 | +226,162 | NEW |
| 459 | CI INVESTMENTS INC. | $6.3M | 225,169 | −28,597 | TRIM |
| 460 | Baugh & Associates, LLC | $6.3M | 225,017 | +12,727 | ADD |
| 461 | Private Advisory Group LLC | $6.3M | 224,441 | +224,441 | NEW |
| 462 | Siemens Fonds Invest GmbH | $6.3M | 223,804 | +9,407 | ADD |
| 463 | Walleye Trading LLC | $6.3M | 223,265 | +223,265 | NEW |
| 464 | Kingsview Wealth Management, LLC | $6.2M | 221,263 | +4,848 | ADD |
| 465 | BCWM, LLC | $6.2M | 219,730 | +20,052 | ADD |
| 466 | Lombard Odier Asset Management (Switzerland) SA | $6.2M | 219,693 | +34,500 | ADD |
| 467 | Summit Trail Advisors, LLC | $6.1M | 218,158 | −7,532 | TRIM |
| 468 | Yelin Lapidot Holdings Management Ltd. | $6.0M | 215,000 | −65,301 | TRIM |
| 469 | Emerald Investment Advisers, LLC | $6.0M | 214,657 | — | NO PRIOR |
| 470 | Linscomb Wealth, Inc. | $6.0M | 214,294 | −43,032 | TRIM |
| 471 | JOHN G ULLMAN & ASSOCIATES INC | $6.0M | 214,087 | +8,022 | ADD |
| 472 | Alpha Omega Wealth Management LLC | $6.0M | 212,638 | +8,529 | ADD |
| 473 | TWO SIGMA INVESTMENTS, LP | $6.0M | 212,100 | −1,856,008 | TRIM |
| 474 | Stratos Wealth Partners, LTD. | $5.9M | 211,504 | −1,857 | TRIM |
| 475 | Qsemble Capital Management, LP | $5.9M | 211,117 | +105,926 | ADD |
| 476 | Te Ahumairangi Investment Management Ltd | $5.9M | 211,112 | +323 | ADD |
| 477 | Humankind Investments LLC | $5.9M | 211,000 | +211,000 | NEW |
| 478 | RITHOLTZ WEALTH MANAGEMENT | $5.9M | 209,124 | +30,643 | ADD |
| 479 | Generali Asset Management SPA SGR | $5.8M | 206,394 | −118,944 | TRIM |
| 480 | Catherine Avery Investment Management LLC | $5.8M | 205,820 | +53,343 | ADD |
| 481 | Chesley Taft & Associates LLC | $5.7M | 203,828 | −4,729 | TRIM |
| 482 | BENJAMIN EDWARDS INC | $5.7M | 202,460 | +53,280 | ADD |
| 483 | Union Bancaire Privee, UBP SA | $5.7M | 168,297 | +6,367 | ADD |
| 484 | Capital Investment Advisory Services, LLC | $5.7M | 201,622 | −5,371 | TRIM |
| 485 | Financiere des Professionnels - Fonds d'investissement inc. | $5.6M | 201,100 | −257,113 | TRIM |
| 486 | TOWNSQUARE CAPITAL LLC | $5.6M | 200,395 | +67,796 | ADD |
| 487 | E. Ohman J:or Asset Management AB | $5.6M | 199,117 | +58,500 | ADD |
| 488 | Edgestream Partners, L.P. | $5.6M | 198,509 | +63,019 | ADD |
| 489 | Stablepoint Partners, LLC | $5.6M | 198,246 | +32,318 | ADD |
| 490 | JT Stratford LLC | $5.6M | 197,874 | +30,833 | ADD |
| 491 | Columbia Asset Management | $5.5M | 194,260 | +1,698 | ADD |
| 492 | Wilmington Savings Fund Society, FSB | $5.4M | 194,065 | −14,315 | TRIM |
| 493 | Savant Capital, LLC | $5.4M | 194,065 | +32,573 | ADD |
| 494 | Vise Technologies, Inc. | $5.4M | 217,605 | 0 | NO CHANGE |
| 495 | AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 192,953 | −17,222 | TRIM |
| 496 | Taproot Management LP | $5.4M | 192,873 | +192,873 | NEW |
| 497 | Cumberland Partners Ltd | $5.4M | 191,855 | +61,285 | ADD |
| 498 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $5.4M | 190,858 | −1,913 | TRIM |
| 499 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $5.4M | 190,800 | +1,935 | ADD |
| 500 | NEW ENGLAND ASSET MANAGEMENT INC | $5.4M | 190,648 | 0 | NO CHANGE |
Congress ↔ notable managers · PFE
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 4 Tommy Tuberville R–AL, Alan Armstrong R–OK, Carol D. Miller R–WV-1, Michael A. Rulli R–OH-6 $96K–$265K
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Fairfax Financial $57.4M held
- Trimming
- 1 Caxton Associates $0 held
NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PFIZER INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-13 | Carol D. Miller Congress | SELL | $15K–$50K |
| 2026-08-07 | Michael A. Rulli Congress | SELL | $1K–$15K |
| 2026-08-05 | Tommy Tuberville Congress | SELL | $15K–$50K |
| 2026-07-21 | Alan Armstrong Congress | SELL | $50K–$100K |
| 2026-07-16 | Tommy Tuberville Congress | SELL | $15K–$50K |
| 2026-05-15 | Gotham Asset Management 13F | ADD | +176,238 sh |
| 2026-05-15 | Fairfax Financial 13F | ADD | +100,000 sh |
| 2026-05-14 | Caxton Associates 13F | EXIT | −102,241 sh |
8 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
69 members of Congress disclosed PFE — 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).