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 3,642 holders are listed, largest first
- 3,642
- sum of the reported values across every holder; NULL values are excluded, never zero-filled
- $327B
- holders whose share count rose or who opened the position (new + add), by shares
- 1,611
- holders absent this quarter after holding last quarter — inferred from absence, not a sale record
- 255
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. | $43.9B | 353,085,648 | +3,522,426 | ADD |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $35.4B | 284,852,775 | — | NO PRIOR |
| 3 | STATE STREET CORP | $23.2B | 185,928,865 | +1,225,015 | ADD |
| 4 | JPMORGAN CHASE & CO | $15.1B | 122,469,785 | +7,036,146 | ADD |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $13.1B | 105,856,140 | +2,845,431 | ADD |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.6B | 93,696,778 | — | NO PRIOR |
| 7 | MORGAN STANLEY | $10.7B | 85,906,471 | +1,633,455 | ADD |
| 8 | BANK OF AMERICA CORP /DE/ | $8.2B | 65,844,247 | −3,355,984 | TRIM |
| 9 | Invesco Ltd. | $5.4B | 43,531,267 | +18,513,300 | ADD |
| 10 | NORTHERN TRUST CORP | $5.2B | 41,765,304 | +39,072 | ADD |
| 11 | Fisher Asset Management, LLC | $5.1B | 40,977,756 | +350,904 | ADD |
| 12 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $4.8B | 38,994,947 | 0 | NO CHANGE |
| 13 | GOLDMAN SACHS GROUP INC | $4.7B | 38,069,182 | +4,445,645 | ADD |
| 14 | FMR LLC | $3.9B | 31,777,449 | −7,789,806 | TRIM |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.8B | 30,358,320 | −911,308 | TRIM |
| 16 | WELLS FARGO & COMPANY/MN | $3.6B | 29,282,350 | +920,148 | ADD |
| 17 | Bank of New York Mellon Corp | $3.5B | 28,142,040 | +1,681,353 | ADD |
| 18 | ROYAL BANK OF CANADA | $3.5B | 27,792,734 | +1,927,881 | ADD |
| 19 | FRANKLIN RESOURCES INC | $3.4B | 27,551,549 | −9,269,001 | TRIM |
| 20 | AMERIPRISE FINANCIAL INC | $3.4B | 27,217,128 | −3,167,627 | TRIM |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.4B | 27,078,705 | +784,540 | ADD |
| 22 | Legal & General Group Plc | $3.3B | 26,927,577 | −250,484 | TRIM |
| 23 | VANGUARD FIDUCIARY TRUST CO | $3.1B | 24,732,164 | — | NO PRIOR |
| 24 | RAYMOND JAMES FINANCIAL INC | $3.0B | 24,130,868 | −581,907 | TRIM |
| 25 | Nuveen, LLC | $3.0B | 23,989,217 | −1,661,282 | TRIM |
| 26 | UBS Group AG | $2.5B | 20,057,124 | −3,661,052 | TRIM |
| 27 | JENNISON ASSOCIATES LLC | $2.5B | 19,951,179 | −102,676 | TRIM |
| 28 | BARCLAYS PLC | $2.1B | 16,599,102 | +9,534,948 | ADD |
| 29 | DIMENSIONAL FUND ADVISORS LP | $2.0B | 16,122,394 | +520,035 | ADD |
| 30 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.9B | 15,505,517 | −1,446,598 | TRIM |
| 31 | Amundi | $1.8B | 14,403,631 | −1,537,222 | TRIM |
| 32 | Swiss National Bank | $1.6B | 12,864,800 | +848,400 | ADD |
| 33 | BANK OF MONTREAL /CAN/ | $1.5B | 12,370,331 | +201,822 | ADD |
| 34 | DEUTSCHE BANK AG\ | $1.5B | 12,082,073 | −1,210,529 | TRIM |
| 35 | Sumitomo Mitsui Trust Group, Inc. | $1.4B | 11,026,684 | +330,076 | ADD |
| 36 | Mitsubishi UFJ Asset Management Co., Ltd. | $1.3B | 10,525,198 | +1,122,472 | ADD |
| 37 | National Pension Service | $1.2B | 9,969,043 | +9,969,043 | NEW |
| 38 | Vanguard Global Advisers, LLC | $1.2B | 9,568,676 | — | NO PRIOR |
| 39 | AQR CAPITAL MANAGEMENT LLC | $1.2B | 9,542,894 | −2,830,439 | TRIM |
| 40 | ALLIANCEBERNSTEIN L.P. | $1.2B | 10,512,677 | −2,069,215 | TRIM |
| 41 | WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 9,184,599 | −770,674 | TRIM |
| 42 | LPL Financial LLC | $1.1B | 8,904,910 | +53,611 | ADD |
| 43 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $1.1B | 8,775,480 | +169,774 | ADD |
| 44 | HSBC HOLDINGS PLC | $1.1B | 8,457,802 | −13,137,702 | TRIM |
| 45 | GATES FOUNDATION TRUST | $1.0B | 8,390,477 | 0 | NO CHANGE |
| 46 | ProShare Advisors LLC | $1.0B | 8,341,425 | +5,940,505 | ADD |
| 47 | CANADA PENSION PLAN INVESTMENT BOARD | $983M | 7,910,057 | +1,252,673 | ADD |
| 48 | RHUMBLINE ADVISERS | $923M | 7,426,952 | −99,187 | TRIM |
| 49 | Capital World Investors | $873M | 7,028,401 | +2,808,966 | ADD |
| 50 | VANGUARD ASSET MANAGEMENT, Ltd | $834M | 6,711,112 | — | NO PRIOR |
| 51 | CITIGROUP INC | $790M | 6,359,479 | +1,407,128 | ADD |
| 52 | NATIONAL BANK OF CANADA /FI/ | $790M | 6,358,346 | +1,896,703 | ADD |
| 53 | PRINCIPAL FINANCIAL GROUP INC | $737M | 5,928,783 | −248,091 | TRIM |
| 54 | US BANCORP \DE\ | $681M | 5,481,909 | −119,742 | TRIM |
| 55 | ENVESTNET ASSET MANAGEMENT INC | $667M | 5,367,787 | +32,345 | ADD |
| 56 | Capital Wealth Planning, LLC | $641M | 5,154,836 | +1,162,001 | ADD |
| 57 | VOYA INVESTMENT MANAGEMENT LLC | $617M | 4,969,085 | −415,514 | TRIM |
| 58 | Mariner, LLC | $610M | 4,909,217 | +224,202 | ADD |
| 59 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $587M | 4,722,474 | +4,036,614 | ADD |
| 60 | Bank Julius Baer & Co. Ltd, Zurich | $585M | 4,713,255 | +1,541,413 | ADD |
| 61 | Neuberger Berman Group LLC | $575M | 4,629,617 | −589,392 | TRIM |
| 62 | Capital International Investors | $563M | 4,526,714 | −794,604 | TRIM |
| 63 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $559M | 4,499,366 | −615,704 | TRIM |
| 64 | AVIVA PLC | $544M | 4,377,853 | −18,311 | TRIM |
| 65 | BANK OF NOVA SCOTIA | $529M | 4,258,338 | +3,370,380 | ADD |
| 66 | VICTORY CAPITAL MANAGEMENT INC | $513M | 4,124,223 | +2,135,215 | ADD |
| 67 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $511M | 4,113,335 | −516,063 | TRIM |
| 68 | Aberdeen Group plc | $475M | 3,824,175 | +125,799 | ADD |
| 69 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $475M | 3,821,290 | −58,181 | TRIM |
| 70 | TRUIST FINANCIAL CORP | $470M | 3,785,445 | −63,412 | TRIM |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $466M | 3,749,201 | +3,003,106 | ADD |
| 72 | FIFTH THIRD BANCORP | $463M | 3,721,898 | +1,324,007 | ADD |
| 73 | Universal- Beteiligungs- und Servicegesellschaft mbH | $458M | 3,698,323 | +855,251 | ADD |
| 74 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $455M | 3,662,026 | −211,300 | TRIM |
| 75 | Korea Investment CORP | $436M | 3,507,026 | −226,427 | TRIM |
| 76 | AMERICAN CENTURY COMPANIES INC | $431M | 3,468,512 | −184,553 | TRIM |
| 77 | STIFEL FINANCIAL CORP | $421M | 3,389,564 | −6,340,420 | TRIM |
| 78 | MACKENZIE FINANCIAL CORP | $421M | 3,387,290 | −262,380 | TRIM |
| 79 | Focus Partners Wealth | $421M | 3,385,185 | −135,670 | TRIM |
| 80 | Zurcher Kantonalbank (Zurich Cantonalbank) | $417M | 3,352,381 | +17,935 | ADD |
| 81 | NEOS Investment Management LLC | $411M | 3,308,411 | +2,712,341 | ADD |
| 82 | AGF MANAGEMENT LTD | $411M | 3,303,460 | +35,580 | ADD |
| 83 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $405M | 3,258,645 | +320,333 | ADD |
| 84 | Cerity Partners LLC | $390M | 3,135,477 | −36,398 | TRIM |
| 85 | Ensign Peak Advisors, Inc | $382M | 3,074,864 | −244,007 | TRIM |
| 86 | Robeco Institutional Asset Management B.V. | $372M | 2,996,022 | +8,466 | ADD |
| 87 | DANSKE BANK A/S | $372M | 2,993,729 | +20,991 | ADD |
| 88 | BNP Paribas Asset Management Holding S.A. | $371M | 2,981,696 | −123,097 | TRIM |
| 89 | HighTower Advisors, LLC | $366M | 2,947,023 | +17,951 | ADD |
| 90 | PRUDENTIAL FINANCIAL INC | $365M | 2,938,966 | −33,385 | TRIM |
| 91 | Quantinno Capital Management LP | $358M | 2,883,741 | +530,750 | ADD |
| 92 | NewEdge Advisors, LLC | $358M | 2,879,062 | +2,879,062 | NEW |
| 93 | Clearbridge Investments, LLC | $351M | 2,827,506 | −618,015 | TRIM |
| 94 | Cetera Investment Advisers | $350M | 2,815,570 | +27,853 | ADD |
| 95 | FIRST TRUST ADVISORS LP | $348M | 2,797,281 | −114,469 | TRIM |
| 96 | Mirae Asset Global Investments Co., Ltd. | $338M | 2,716,655 | +1,765,509 | ADD |
| 97 | NORDEA INVESTMENT MANAGEMENT AB | $336M | 2,729,421 | +134,158 | ADD |
| 98 | Swedbank AB | $334M | 2,688,892 | −67,151 | TRIM |
| 99 | Empower Advisory Group, LLC | $331M | 2,667,112 | +21,105 | ADD |
| 100 | TD ASSET MANAGEMENT INC | $320M | 2,573,695 | +58,296 | ADD |
| 101 | Creative Planning | $317M | 2,551,572 | +134,698 | ADD |
| 102 | PFA Pension, Forsikringsaktieselskab | $312M | 2,507,483 | +2,507,483 | NEW |
| 103 | APG Asset Management N.V. | $305M | 2,826,106 | +489,655 | ADD |
| 104 | Mitsubishi UFJ Trust & Banking Corp | $303M | 2,437,798 | +65,033 | ADD |
| 105 | NOMURA ASSET MANAGEMENT CO LTD | $299M | 2,409,073 | +204,912 | ADD |
| 106 | BLAIR WILLIAM & CO/IL | $295M | 2,374,282 | −38,302 | TRIM |
| 107 | STATE OF WISCONSIN INVESTMENT BOARD | $292M | 2,347,437 | +75,160 | ADD |
| 108 | Baird Financial Group, Inc. | $285M | 2,291,058 | +2,291,058 | NEW |
| 109 | Squarepoint Ops LLC | $283M | 2,274,385 | +590,234 | ADD |
| 110 | CIBC Asset Management Inc | $282M | 2,268,265 | +1,022,116 | ADD |
| 111 | SCHRODER INVESTMENT MANAGEMENT GROUP | $280M | 2,254,602 | −65,166 | TRIM |
| 112 | Eurizon Capital SGR S.p.A. | $277M | 2,227,049 | +2,227,049 | NEW |
| 113 | Asset Management One Co., Ltd. | $273M | 2,195,319 | +51,549 | ADD |
| 114 | MENORA MIVTACHIM HOLDINGS LTD. | $272M | 2,192,244 | −4,000 | TRIM |
| 115 | Chevy Chase Trust Holdings, LLC | $272M | 2,184,659 | −62,657 | TRIM |
| 116 | REGIONS FINANCIAL CORP | $269M | 2,161,904 | −30,203 | TRIM |
| 117 | Pictet Asset Management Holding SA | $266M | 2,137,933 | −93,794 | TRIM |
| 118 | ROYAL LONDON ASSET MANAGEMENT LTD | $266M | 2,137,818 | +29,120 | ADD |
| 119 | ZACKS INVESTMENT MANAGEMENT | $260M | 2,088,174 | −34,882 | TRIM |
| 120 | OSAIC HOLDINGS, INC. | $259M | 2,081,818 | +232,469 | ADD |
| 121 | COMMONWEALTH EQUITY SERVICES, LLC | $255M | 2,055,814 | −127,104 | TRIM |
| 122 | CIBC WORLD MARKET INC. | $254M | 2,043,683 | −375,758 | TRIM |
| 123 | Vanguard Investments Australia, Ltd. | $254M | 2,043,032 | — | NO PRIOR |
| 124 | Corient Private Wealth LLC | $250M | 2,028,628 | −2,946,834 | TRIM |
| 125 | Allianz Asset Management GmbH | $247M | 1,987,875 | −1,761,465 | TRIM |
| 126 | Castle Hook Partners LP | $243M | 1,958,823 | −45,139 | TRIM |
| 127 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $242M | 1,955,094 | −1,049,053 | TRIM |
| 128 | MERCER GLOBAL ADVISORS INC /ADV | $233M | 1,876,855 | +72,727 | ADD |
| 129 | PANAGORA ASSET MANAGEMENT INC | $233M | 1,872,543 | −57,645 | TRIM |
| 130 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $232M | 1,863,414 | −32,036 | TRIM |
| 131 | CI INVESTMENTS INC. | $228M | 1,836,149 | −30,999 | TRIM |
| 132 | SEI INVESTMENTS CO | $227M | 1,823,413 | +87,570 | ADD |
| 133 | CIBC Bancorp USA Inc. | $226M | 1,820,192 | — | NO PRIOR |
| 134 | Allspring Global Investments Holdings, LLC | $223M | 1,787,389 | −352,258 | TRIM |
| 135 | KLP KAPITALFORVALTNING AS | $221M | 1,773,700 | +38,200 | ADD |
| 136 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $219M | 1,762,821 | +664,250 | ADD |
| 137 | TORONTO DOMINION BANK | $217M | 1,744,991 | +272,414 | ADD |
| 138 | SCOTIA CAPITAL INC. | $216M | 1,736,208 | −52,803 | TRIM |
| 139 | 1832 Asset Management L.P. | $214M | 1,721,160 | −1,746,607 | TRIM |
| 140 | D. E. Shaw & Co., Inc. | $211M | 1,696,606 | −713,484 | TRIM |
| 141 | Rockefeller Capital Management L.P. | $205M | 1,649,694 | −28,150 | TRIM |
| 142 | Retirement Systems of Alabama | $204M | 1,638,203 | −119,747 | TRIM |
| 143 | Federation des caisses Desjardins du Quebec | $197M | 1,585,263 | +55,519 | ADD |
| 144 | Calamos Advisors LLC | $195M | 1,567,252 | +88,347 | ADD |
| 145 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $193M | 1,552,813 | +183,230 | ADD |
| 146 | STEPHENS INC /AR/ | $192M | 1,540,042 | +96,913 | ADD |
| 147 | State of New Jersey Common Pension Fund D | $188M | 1,512,800 | −1,808 | TRIM |
| 148 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $186M | 1,492,985 | +901,342 | ADD |
| 149 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $181M | 1,457,027 | +395,471 | ADD |
| 150 | SEB Asset Management AB | $180M | 1,444,614 | — | NO PRIOR |
| 151 | Resona Asset Management Co.,Ltd. | $177M | 1,422,230 | +23,268 | ADD |
| 152 | CWM, LLC | $176M | 1,417,724 | +184,203 | ADD |
| 153 | Lansforsakringar Fondforvaltning AB (publ) | $172M | 1,383,150 | −6,883 | TRIM |
| 154 | Capital Research Global Investors | $172M | 1,382,827 | −21,479 | TRIM |
| 155 | &PARTNERS | $169M | 1,362,078 | +11,373 | ADD |
| 156 | Narus Financial Partners, LLC | $168M | 1,348,003 | −35,049 | TRIM |
| 157 | Assenagon Asset Management S.A. | $163M | 1,312,905 | +511,950 | ADD |
| 158 | Daiwa Securities Group Inc. | $163M | 1,310,670 | +499,983 | ADD |
| 159 | Tredje AP-fonden | $161M | 1,295,836 | −13,949 | TRIM |
| 160 | Woodline Partners LP | $160M | 1,290,506 | +542,336 | ADD |
| 161 | CREDIT AGRICOLE S A | $159M | 1,280,611 | −912,063 | TRIM |
| 162 | GUGGENHEIM CAPITAL LLC | $158M | 1,271,869 | +932,076 | ADD |
| 163 | COMMERCE BANK | $154M | 1,240,877 | +152,094 | ADD |
| 164 | Banque Transatlantique SA | $152M | 1,218,639 | −59,251 | TRIM |
| 165 | CITADEL ADVISORS LLC | $151M | 1,216,725 | −3,120,852 | TRIM |
| 166 | TEACHER RETIREMENT SYSTEM OF TEXAS | $150M | 1,206,883 | −281,193 | TRIM |
| 167 | Arizona State Retirement System | $149M | 1,201,027 | −27,180 | TRIM |
| 168 | DnB Asset Management AS | $149M | 1,195,407 | −488,868 | TRIM |
| 169 | Czech National Bank | $148M | 1,193,852 | +37,626 | ADD |
| 170 | NISA INVESTMENT ADVISORS, LLC | $148M | 1,190,025 | −73,305 | TRIM |
| 171 | GROUPAMA ASSET MANAGMENT | $148M | 1,191,317 | −8,388 | TRIM |
| 172 | STATE OF MICHIGAN RETIREMENT SYSTEM | $146M | 1,171,520 | −2,900 | TRIM |
| 173 | TD Waterhouse Canada Inc. | $145M | 1,161,042 | +251,833 | ADD |
| 174 | Sanctuary Advisors, LLC | $141M | 1,130,844 | −44,118 | TRIM |
| 175 | MUFG Securities EMEA plc | $140M | 1,129,712 | +499,943 | ADD |
| 176 | Steward Partners Investment Advisory, LLC | $138M | 1,108,365 | +157,444 | ADD |
| 177 | Swiss Life Asset Management Ltd | $138M | 1,106,544 | +138,961 | ADD |
| 178 | HERITAGE OAK WEALTH ADVISORS LLC | $135M | 1,086,269 | +207,865 | ADD |
| 179 | FEDERATED HERMES, INC. | $131M | 1,052,447 | +116,642 | ADD |
| 180 | MetLife Investment Management, LLC | $130M | 1,043,359 | −28,250 | TRIM |
| 181 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $127M | 1,021,126 | +1,135 | ADD |
| 182 | MML INVESTORS SERVICES, LLC | $125M | 1,009,285 | −164,039 | TRIM |
| 183 | Stack Financial Management, Inc | $125M | 1,008,421 | −10,081 | TRIM |
| 184 | Churchill Financial Advisors, LLC | $124M | 1,000,579 | +372,438 | ADD |
| 185 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $123M | 986,315 | −655,488 | TRIM |
| 186 | MILLENNIUM MANAGEMENT LLC | $119M | 953,800 | −39,823,763 | TRIM |
| 187 | GLENMEDE TRUST CO NA | $118M | 951,368 | −36,054 | TRIM |
| 188 | Kestra Advisory Services, LLC | $116M | 936,866 | +67,412 | ADD |
| 189 | Rakuten Investment Management, Inc. | $116M | 939,304 | +362,450 | ADD |
| 190 | IEQ CAPITAL, LLC | $115M | 928,637 | +9,354 | ADD |
| 191 | AE Wealth Management LLC | $112M | 904,807 | +33,230 | ADD |
| 192 | KEYBANK NATIONAL ASSOCIATION/OH | $112M | 904,149 | +3,166 | ADD |
| 193 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $112M | 899,691 | −106,052 | TRIM |
| 194 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111M | 895,362 | +54,766 | ADD |
| 195 | BALYASNY ASSET MANAGEMENT L.P. | $110M | 888,948 | +647,514 | ADD |
| 196 | EASTERN BANK | $109M | 880,377 | −167,694 | TRIM |
| 197 | Glenview Trust Co | $109M | 880,273 | +7,528 | ADD |
| 198 | ING GROEP NV | $109M | 877,804 | +573,677 | ADD |
| 199 | Sumitomo Mitsui DS Asset Management Company, Ltd | $109M | 877,473 | +22,875 | ADD |
| 200 | OP Asset Management Ltd | $108M | 871,694 | — | NO PRIOR |
| 201 | IFM Investors Pty Ltd | $106M | 853,399 | +26,173 | ADD |
| 202 | HOMESTEAD ADVISERS CORP | $106M | 850,763 | −9,500 | TRIM |
| 203 | QRG CAPITAL MANAGEMENT, INC. | $104M | 834,001 | +29,924 | ADD |
| 204 | Zurich Insurance Group Ltd/FI | $103M | 830,886 | −822,115 | TRIM |
| 205 | XPONANCE LLC | $103M | 825,346 | +96,294 | ADD |
| 206 | Midwest Trust Co | $102M | 819,110 | −26,997 | TRIM |
| 207 | Sequoia Financial Advisors, LLC | $101M | 813,060 | −3,360 | TRIM |
| 208 | Life Cycle Investment Partners Ltd | $101M | 812,340 | +445,628 | ADD |
| 209 | AustralianSuper Pty Ltd | $101M | 809,043 | −60,208 | TRIM |
| 210 | Uniting Wealth Partners, LLC | $99.7M | 801,015 | −27,340 | TRIM |
| 211 | ATALANTA SOSNOFF CAPITAL, LLC | $99.6M | 801,725 | +133 | ADD |
| 212 | Lido Advisors, LLC | $98.5M | 791,815 | −161,403 | TRIM |
| 213 | Vanguard Personalized Indexing Management, LLC | $98.0M | 788,704 | +25,645 | ADD |
| 214 | Private Advisor Group, LLC | $97.6M | 785,506 | +12,632 | ADD |
| 215 | SHELTON CAPITAL MANAGEMENT | $96.9M | 779,702 | +371,011 | ADD |
| 216 | Janus Henderson Group Ltd. | $96.0M | 772,518 | −53,141 | TRIM |
| 217 | Clark Capital Management Group, Inc. | $95.6M | 769,554 | +10,244 | ADD |
| 218 | LAZARD ASSET MANAGEMENT LLC | $95.3M | 766,542 | +167,745 | ADD |
| 219 | Advisors Asset Management, Inc. | $93.2M | 749,714 | −57,588 | TRIM |
| 220 | MEYER HANDELMAN CO | $92.7M | 745,869 | −4,975 | TRIM |
| 221 | UniSuper Management Pty Ltd | $91.5M | 736,525 | +5,393 | ADD |
| 222 | SMITH CHAS P & ASSOCIATES PA CPAS | $89.7M | 721,495 | −17,429 | TRIM |
| 223 | PARNASSUS INVESTMENTS, LLC | $89.5M | 720,413 | +3,788 | ADD |
| 224 | JOHNSON INVESTMENT COUNSEL INC | $89.0M | 716,135 | −18,855 | TRIM |
| 225 | Utah Retirement Systems | $87.9M | 707,359 | −11,471 | TRIM |
| 226 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $87.6M | 705,133 | +136,555 | ADD |
| 227 | USS Investment Management Ltd | $87.4M | 703,562 | +10,218 | ADD |
| 228 | Andra AP-fonden | $86.9M | 699,040 | +382,540 | ADD |
| 229 | GATEWAY INVESTMENT ADVISERS LLC | $85.4M | 687,159 | −92,713 | TRIM |
| 230 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $84.4M | 680,114 | −41,524 | TRIM |
| 231 | BENJAMIN EDWARDS INC | $83.1M | 668,746 | −2,603 | TRIM |
| 232 | Varma Mutual Pension Insurance Co | $82.7M | 665,366 | −2,500 | TRIM |
| 233 | FIL Ltd | $82.4M | 663,180 | +394 | ADD |
| 234 | Bristol Gate Capital Partners Inc. | $81.0M | 652,030 | +652,030 | NEW |
| 235 | Concurrent Investment Advisors, LLC | $80.1M | 644,183 | −23,989 | TRIM |
| 236 | Wealthfront Advisers LLC | $79.7M | 641,515 | +50,722 | ADD |
| 237 | Jefferies Financial Group Inc. | $78.5M | 631,267 | +127,028 | ADD |
| 238 | Groupe la Francaise | $77.9M | 631,985 | −86,192 | TRIM |
| 239 | UMB Bank, n.a. | $77.8M | 626,291 | −38,523 | TRIM |
| 240 | MAI Capital Management | $77.8M | 626,029 | +2,978 | ADD |
| 241 | M&T BANK CORP | $77.6M | 624,072 | −25,737 | TRIM |
| 242 | SRB CORP | $77.1M | 620,579 | +620,579 | NEW |
| 243 | Cresset Asset Management, LLC | $77.1M | 618,758 | −70,850 | TRIM |
| 244 | Henshaw Capital LLC | $75.7M | 609,255 | — | NO PRIOR |
| 245 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $75.7M | 609,027 | +7,680 | ADD |
| 246 | Aptus Capital Advisors, LLC | $75.6M | 608,573 | −49,093 | TRIM |
| 247 | FACTORY MUTUAL INSURANCE CO | $75.6M | 608,176 | −3,650 | TRIM |
| 248 | BECKER CAPITAL MANAGEMENT INC | $75.3M | 604,952 | −20,769 | TRIM |
| 249 | Polar Capital Holdings Plc | $75.0M | 603,752 | +237,718 | ADD |
| 250 | MONTRUSCO BOLTON INVESTMENTS INC. | $74.1M | 596,410 | −2,425 | TRIM |
| 251 | Banco Santander, S.A. | $74.0M | 595,563 | −217,143 | TRIM |
| 252 | Arvest Bank Trust Division | $73.4M | 590,623 | +137,361 | ADD |
| 253 | Illinois Municipal Retirement Fund | $71.8M | 577,721 | −80,963 | TRIM |
| 254 | GREENWOOD GEARHART LLC | $71.3M | 574,070 | −17,184 | TRIM |
| 255 | MACQUARIE GROUP LTD | $70.8M | 569,831 | +5,703 | ADD |
| 256 | Junto Capital Management LP | $70.5M | 567,545 | +567,545 | NEW |
| 257 | Delta Global Management LP | $69.5M | 559,513 | −54,615 | TRIM |
| 258 | KCM INVESTMENT ADVISORS LLC | $69.3M | 557,356 | −7,324 | TRIM |
| 259 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $69.2M | 556,939 | −6,983 | TRIM |
| 260 | Kingsview Wealth Management, LLC | $69.1M | 555,832 | +6,824 | ADD |
| 261 | Vinva Investment Management Ltd | $68.9M | 557,893 | +29,373 | ADD |
| 262 | Pathstone Holdings, LLC | $68.6M | 551,900 | −10,370 | TRIM |
| 263 | Orion Porfolio Solutions, LLC | $68.5M | 551,237 | −54,255 | TRIM |
| 264 | CENTRAL TRUST Co | $66.8M | 537,436 | −776 | TRIM |
| 265 | WELCH & FORBES LLC | $65.0M | 523,098 | −12,131 | TRIM |
| 266 | Covea Finance | $64.9M | 521,910 | −67,470 | TRIM |
| 267 | NATIXIS | $64.7M | 520,636 | +73,302 | ADD |
| 268 | FOURPATH CAPITAL MANAGEMENT, LLC | $64.4M | 518,000 | −237 | TRIM |
| 269 | Vest Financial, LLC | $64.1M | 515,629 | −56,242 | TRIM |
| 270 | Artemis Investment Management LLP | $64.0M | 514,952 | −92,219 | TRIM |
| 271 | Americana Partners, LLC | $63.7M | 512,428 | +33,436 | ADD |
| 272 | BRADLEY FOSTER & SARGENT INC/CT | $63.2M | 508,791 | −5,025 | TRIM |
| 273 | BOKF, NA | $62.6M | 503,486 | −28,626 | TRIM |
| 274 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $62.4M | 501,980 | −200 | TRIM |
| 275 | Candriam S.C.A. | $61.9M | 498,364 | −116,438 | TRIM |
| 276 | OpenArc Corporate Advisory, LLC | $61.8M | 497,652 | +42,443 | ADD |
| 277 | Beacon Pointe Advisors, LLC | $61.8M | 497,476 | +182,295 | ADD |
| 278 | COMPASS CAPITAL MANAGEMENT, INC | $61.2M | 492,188 | −105,327 | TRIM |
| 279 | Legacy Capital Wealth Partners, LLC | $61.0M | 491,110 | −31,771 | TRIM |
| 280 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $60.2M | 484,143 | +140,582 | ADD |
| 281 | PINNACLE ASSOCIATES LTD | $60.2M | 484,112 | −2,920 | TRIM |
| 282 | DELTA ASSET MANAGEMENT LLC/TN | $60.0M | 482,588 | −9,350 | TRIM |
| 283 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $59.3M | 477,366 | −9,239 | TRIM |
| 284 | Vident Advisory, LLC | $58.3M | 468,806 | +22,078 | ADD |
| 285 | EFG International AG | $58.1M | 467,277 | +321,947 | ADD |
| 286 | Pinnacle Financial Partners, Inc. | $57.9M | 465,593 | +2,817 | ADD |
| 287 | OPPENHEIMER & CO INC | $57.6M | 463,259 | +10,687 | ADD |
| 288 | Clearstead Advisors, LLC | $56.2M | 452,253 | +36,161 | ADD |
| 289 | Norinchukin Bank, The | $55.3M | 445,287 | +179,037 | ADD |
| 290 | D.A. DAVIDSON & CO. | $55.2M | 443,885 | −5,300 | TRIM |
| 291 | HB Wealth Management, LLC | $54.4M | 437,733 | +10,830 | ADD |
| 292 | TWO SIGMA INVESTMENTS, LP | $54.0M | 434,527 | +371,000 | ADD |
| 293 | Prospera Financial Services Inc | $53.6M | 431,179 | −4,886 | TRIM |
| 294 | Union Bancaire Privee, UBP SA | $53.5M | 384,034 | +275,337 | ADD |
| 295 | PRUDENTIAL PLC | $53.5M | 430,596 | +101,676 | ADD |
| 296 | KESTRA PRIVATE WEALTH SERVICES, LLC | $53.0M | 426,647 | −13,299 | TRIM |
| 297 | Avanza Fonder AB | $53.0M | 426,378 | +6,788 | ADD |
| 298 | Elo Mutual Pension Insurance Co | $52.5M | 422,324 | −53,448 | TRIM |
| 299 | DNCA FINANCE | $52.4M | 421,824 | −22,958 | TRIM |
| 300 | Cumberland Partners Ltd | $52.1M | 419,100 | −180,441 | TRIM |
| 301 | FARMERS & MERCHANTS INVESTMENTS INC | $52.0M | 418,464 | −11,620 | TRIM |
| 302 | Choate Investment Advisors | $51.7M | 416,008 | −15,653 | TRIM |
| 303 | Investment Management Corp of Ontario | $51.6M | 414,907 | +8,413 | ADD |
| 304 | Aware Super Pty Ltd as trustee of Aware Super | $51.5M | 414,559 | — | NO PRIOR |
| 305 | FIRST NATIONAL BANK OF OMAHA | $51.1M | 413,344 | −13,352 | TRIM |
| 306 | Empowered Funds, LLC | $51.0M | 410,005 | +410,005 | NEW |
| 307 | Apollon Wealth Management, LLC | $50.7M | 407,717 | +63,125 | ADD |
| 308 | Equitable Holdings, Inc. | $50.0M | 429,691 | +202,122 | ADD |
| 309 | Waverly Advisors, LLC | $49.8M | 400,457 | −1,489 | TRIM |
| 310 | Man Group plc | $49.5M | 398,376 | −294,202 | TRIM |
| 311 | EDMOND DE ROTHSCHILD HOLDING S.A. | $49.2M | 395,580 | +22,722 | ADD |
| 312 | DAVENPORT & Co LLC | $49.0M | 394,014 | −17,017 | TRIM |
| 313 | Badgley Phelps Wealth Managers, LLC | $48.9M | 392,907 | −16,760 | TRIM |
| 314 | Merit Financial Group, LLC | $48.8M | 393,029 | +53,014 | ADD |
| 315 | NORTHEAST INVESTMENT MANAGEMENT | $48.5M | 389,981 | +3,960 | ADD |
| 316 | OMERS ADMINISTRATION Corp | $48.3M | 388,813 | +180,688 | ADD |
| 317 | CHILTON CAPITAL MANAGEMENT LLC | $47.8M | 384,423 | −164,773 | TRIM |
| 318 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $47.8M | 384,220 | −6,827 | TRIM |
| 319 | WORLDQUANT MILLENNIUM ADVISORS LLC | $47.7M | 383,680 | −1,205,786 | TRIM |
| 320 | Gradient Investments LLC | $47.6M | 383,098 | −25,416 | TRIM |
| 321 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $47.0M | 377,991 | +26,500 | ADD |
| 322 | BROWN ADVISORY INC | $46.8M | 376,661 | −16,933 | TRIM |
| 323 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $46.7M | 358,670 | −23,243 | TRIM |
| 324 | NOMURA HOLDINGS INC | $46.5M | 373,785 | +244,402 | ADD |
| 325 | Crossmark Global Holdings, Inc. | $46.3M | 372,642 | — | NO PRIOR |
| 326 | J. Safra Sarasin Holding AG | $45.7M | 368,004 | +17,059 | ADD |
| 327 | RWA WEALTH PARTNERS, LLC | $45.7M | 367,394 | −4,234 | TRIM |
| 328 | WESTWOOD HOLDINGS GROUP INC | $45.4M | 365,597 | −15,846 | TRIM |
| 329 | HUNTINGTON NATIONAL BANK | $44.8M | 360,203 | +360,203 | NEW |
| 330 | Rafferty Asset Management, LLC | $44.7M | 360,066 | −10,404 | TRIM |
| 331 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $44.4M | 357,250 | −17,818 | TRIM |
| 332 | SAPIENT CAPITAL LLC | $43.9M | 352,468 | −34,870 | TRIM |
| 333 | Cornerstone Advisors, LLC | $43.7M | 351,466 | +5,069 | ADD |
| 334 | Dai-ichi Life Insurance Company, Ltd | $43.6M | 351,064 | −45,644 | TRIM |
| 335 | PROFUND ADVISORS LLC | $43.5M | 349,720 | +313,260 | ADD |
| 336 | HOWLAND CAPITAL MANAGEMENT LLC | $43.4M | 348,912 | −13,552 | TRIM |
| 337 | Continuum Advisory, LLC | $43.0M | 345,876 | +345,876 | NEW |
| 338 | Allworth Financial LP | $43.0M | 345,856 | +14,461 | ADD |
| 339 | Main Street Research LLC | $42.9M | 344,869 | +6,474 | ADD |
| 340 | ASSETMARK, INC | $42.5M | 341,838 | −14,644 | TRIM |
| 341 | Railway Pension Investments Ltd | $42.3M | 340,239 | −49,900 | TRIM |
| 342 | National Mutual Insurance Federation of Agricultural Cooperatives | $42.1M | 339,100 | 0 | NO CHANGE |
| 343 | SALEM INVESTMENT COUNSELORS INC | $41.5M | 333,325 | −1,565 | TRIM |
| 344 | Trexquant Investment LP | $41.2M | 331,147 | +309,179 | ADD |
| 345 | INTECH INVESTMENT MANAGEMENT LLC | $41.0M | 330,060 | −136,943 | TRIM |
| 346 | Brookstone Capital Management | $40.4M | 324,945 | +28,319 | ADD |
| 347 | Tidal Investments LLC | $40.4M | 324,809 | +152,808 | ADD |
| 348 | Gotham Asset Management, LLC | $40.4M | 324,794 | +11,795 | ADD |
| 349 | HUB Investment Partners, LLC | $39.9M | 320,972 | −111 | TRIM |
| 350 | Danica Pension, Livsforsikringsaktieselskab | $39.8M | 320,546 | −139,554 | TRIM |
| 351 | MARTINGALE ASSET MANAGEMENT L P | $39.0M | 313,795 | −26,855 | TRIM |
| 352 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $39.0M | 313,778 | +313,778 | NEW |
| 353 | NOVARE CAPITAL MANAGEMENT LLC | $38.7M | 311,327 | −25,457 | TRIM |
| 354 | Epoch Investment Partners, Inc. | $38.6M | 310,444 | −127,149 | TRIM |
| 355 | Connor, Clark & Lunn Investment Management Ltd. | $38.4M | 309,296 | −979,800 | TRIM |
| 356 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $38.4M | 309,167 | +76,820 | ADD |
| 357 | Voleon Capital Management LP | $37.9M | 304,716 | −21,076 | TRIM |
| 358 | B. Metzler seel. Sohn & Co. AG | $37.9M | 304,684 | +147 | ADD |
| 359 | World Investment Advisors | $37.8M | 303,883 | −16,331 | TRIM |
| 360 | Asset Advisors Investment Management, LLC | $37.7M | 303,571 | −2,552 | TRIM |
| 361 | GDS Wealth Management | $37.7M | 303,128 | +8,806 | ADD |
| 362 | MGO ONE SEVEN LLC | $37.5M | 302,092 | −553 | TRIM |
| 363 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $37.5M | 301,443 | −46,200 | TRIM |
| 364 | Destination Wealth Management | $37.0M | 297,503 | −3,860 | TRIM |
| 365 | JANE STREET GROUP, LLC | $36.6M | 294,840 | −10,541,595 | TRIM |
| 366 | Snowden Capital Advisors LLC | $36.0M | 289,416 | −28,508 | TRIM |
| 367 | FIRST NATIONAL TRUST CO | $35.3M | 284,147 | −13,260 | TRIM |
| 368 | Capital Investment Counsel, Inc | $35.1M | 282,141 | −26,736 | TRIM |
| 369 | NEW WAVE WEALTH ADVISORS LLC | $35.0M | 280,953 | +67 | ADD |
| 370 | Independent Advisor Alliance | $33.6M | 270,315 | −60,398 | TRIM |
| 371 | Paralel Advisors LLC | $33.6M | 270,000 | 0 | NO CHANGE |
| 372 | Mediolanum International Funds Ltd | $33.2M | 268,982 | −34,317 | TRIM |
| 373 | SouthState Bank Corp | $33.0M | 265,896 | +10,018 | ADD |
| 374 | MIZUHO SECURITIES USA LLC | $32.9M | 265,008 | −54,284 | TRIM |
| 375 | Moors & Cabot, Inc. | $32.7M | 263,085 | −2,945 | TRIM |
| 376 | TCTC Holdings, LLC | $32.6M | 262,039 | −2,767 | TRIM |
| 377 | U.S. Capital Wealth Advisors, LLC | $32.3M | 260,281 | −30,379 | TRIM |
| 378 | ATWOOD & PALMER INC | $32.2M | 259,489 | −7,472 | TRIM |
| 379 | HM PAYSON & CO | $32.1M | 258,343 | −18,293 | TRIM |
| 380 | OAKMONT Corp | $32.0M | 257,619 | +5,132 | ADD |
| 381 | Segment Wealth Management, LLC | $31.5M | 253,183 | +228 | ADD |
| 382 | MARCO INVESTMENT MANAGEMENT LLC | $31.5M | 253,071 | −8,409 | TRIM |
| 383 | Bridgewater Associates, LP | $31.3M | 251,809 | −16,802 | TRIM |
| 384 | HARTFORD INVESTMENT MANAGEMENT CO | $31.1M | 249,914 | −3,350 | TRIM |
| 385 | Lombard Odier Asset Management (Switzerland) SA | $31.0M | 249,381 | +66,200 | ADD |
| 386 | RITHOLTZ WEALTH MANAGEMENT | $30.9M | 248,416 | +7,086 | ADD |
| 387 | Atria Investments, Inc | $30.7M | 247,223 | −51,483 | TRIM |
| 388 | Vise Technologies, Inc. | $30.7M | 275,341 | 0 | NO CHANGE |
| 389 | EP Wealth Advisors, LLC | $30.3M | 243,657 | +21,424 | ADD |
| 390 | Summit Financial, LLC | $30.2M | 242,768 | −16,615 | TRIM |
| 391 | TOMPKINS FINANCIAL CORP | $30.1M | 241,827 | −7,295 | TRIM |
| 392 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $30.0M | 241,784 | −144,130 | TRIM |
| 393 | Stillwater Capital Advisors, LLC | $29.8M | 239,693 | −3,779 | TRIM |
| 394 | AXXCESS WEALTH MANAGEMENT, LLC | $29.6M | 238,240 | −38,745 | TRIM |
| 395 | BOWEN HANES & CO INC | $29.6M | 238,225 | +187,685 | ADD |
| 396 | ABSHER WEALTH MANAGEMENT, LLC | $29.2M | 235,312 | −32,137 | TRIM |
| 397 | BTC Capital Management, Inc. | $29.2M | 234,774 | −13,322 | TRIM |
| 398 | Mesirow Financial Investment Management, Inc. | $29.1M | 234,533 | +30,400 | ADD |
| 399 | MONTAG A & ASSOCIATES INC | $29.1M | 233,554 | +462 | ADD |
| 400 | TUDOR INVESTMENT CORP ET AL | $29.0M | 233,473 | +19,473 | ADD |
| 401 | FLOSSBACH VON STORCH SE | $28.8M | 231,762 | −103,364 | TRIM |
| 402 | Composition Wealth, LLC | $28.7M | 231,083 | −3,252 | TRIM |
| 403 | Savant Capital, LLC | $28.5M | 229,427 | +8,781 | ADD |
| 404 | Ameritas Investment Partners, Inc. | $28.4M | 228,515 | +177,904 | ADD |
| 405 | ABN AMRO INVESTMENT SOLUTIONS | $28.3M | 227,758 | +23,259 | ADD |
| 406 | PARTHENON LLC | $28.1M | 226,440 | −1,422 | TRIM |
| 407 | Vestmark Advisory Solutions, Inc. | $28.1M | 226,164 | +127,723 | ADD |
| 408 | Advisors Capital Management, LLC | $28.0M | 225,187 | +623 | ADD |
| 409 | DAVIDSON INVESTMENT ADVISORS | $27.9M | 224,876 | −57,291 | TRIM |
| 410 | Trajan Wealth LLC | $27.8M | 223,431 | −5,302 | TRIM |
| 411 | Evelyn Partners Investment Management LLP | $27.6M | 222,464 | −14,772 | TRIM |
| 412 | Venture Visionary Partners LLC | $27.4M | 220,383 | −2,838 | TRIM |
| 413 | Bragg Financial Advisors, Inc | $27.2M | 218,905 | −4,282 | TRIM |
| 414 | EXCHANGE TRADED CONCEPTS, LLC | $27.2M | 218,657 | +15,951 | ADD |
| 415 | PATTEN & PATTEN INC/TN | $27.2M | 218,459 | −7,983 | TRIM |
| 416 | Maryland State Retirement & Pension System | $27.1M | 218,346 | +373 | ADD |
| 417 | CUTLER INVESTMENT COUNSEL LLC | $27.1M | 217,517 | −3,821 | TRIM |
| 418 | Azimuth Capital Investment Management LLC | $26.9M | 216,183 | −14,794 | TRIM |
| 419 | Temasek Holdings (Private) Ltd | $26.6M | 213,662 | −221,400 | TRIM |
| 420 | Nemes Rush Group LLC | $26.2M | 210,975 | −7,397 | TRIM |
| 421 | Tower Research Capital LLC (TRC) | $26.1M | 210,293 | +48,941 | ADD |
| 422 | Edge Wealth Management LLC | $25.9M | 208,500 | −5,073 | TRIM |
| 423 | PICTON MAHONEY ASSET MANAGEMENT | $25.6M | 205,676 | −69,191 | TRIM |
| 424 | Carnegie Investment Counsel | $25.6M | 205,589 | −11,729 | TRIM |
| 425 | Osmosis Investment Management UK Ltd | $25.2M | 202,512 | −52,967 | TRIM |
| 426 | E Fund Management Co., Ltd. | $25.0M | 201,278 | — | NO PRIOR |
| 427 | Vontobel Holding Ltd. | $24.9M | 200,346 | −32,096 | TRIM |
| 428 | LETKO, BROSSEAU & ASSOCIATES INC | $24.8M | 199,426 | −8,180 | TRIM |
| 429 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.4M | 196,327 | −22,907 | TRIM |
| 430 | SageGuard Financial Group, LLC | $24.2M | 195,038 | −10,447 | TRIM |
| 431 | Modera Wealth Management, LLC | $24.2M | 194,397 | −6,756 | TRIM |
| 432 | Harvest Portfolios Group Inc. | $24.0M | 193,447 | −13,123 | TRIM |
| 433 | STRATEGIC PLANNING GROUP, LLC | $23.9M | 192,587 | −43,402 | TRIM |
| 434 | Stratos Wealth Partners, LTD. | $23.7M | 190,951 | −21,193 | TRIM |
| 435 | First Nebraska Trust Co | $23.6M | 190,068 | — | NO PRIOR |
| 436 | ADELL HARRIMAN & CARPENTER INC | $23.6M | 189,964 | +1,322 | ADD |
| 437 | Atlantic Union Bankshares Corp | $23.5M | 189,205 | +30,946 | ADD |
| 438 | Calamos Wealth Management LLC | $23.4M | 188,429 | −93,477 | TRIM |
| 439 | HANCOCK WHITNEY CORP | $23.4M | 177,808 | −8,198 | TRIM |
| 440 | OPPENHEIMER ASSET MANAGEMENT INC. | $23.2M | 186,819 | −2,166 | TRIM |
| 441 | ELEVATION POINT WEALTH PARTNERS, LLC | $23.2M | 186,399 | +142,206 | ADD |
| 442 | WHITENER CAPITAL MANAGEMENT, INC. | $23.1M | 186,214 | −6 | TRIM |
| 443 | FORBES J M & CO LLP | $23.1M | 186,185 | +866 | ADD |
| 444 | GW HENSSLER & ASSOCIATES LTD | $22.9M | 184,373 | −7,944 | TRIM |
| 445 | Metis Global Partners, LLC | $22.9M | 183,958 | −4,876 | TRIM |
| 446 | CHOREO, LLC | $22.8M | 183,504 | −900 | TRIM |
| 447 | LEVEL FOUR ADVISORY SERVICES, LLC | $22.8M | 183,591 | +1,541 | ADD |
| 448 | COLDSTREAM CAPITAL MANAGEMENT INC | $22.6M | 181,695 | +27,137 | ADD |
| 449 | Callan Family Office, LLC | $22.6M | 181,708 | +4,768 | ADD |
| 450 | Ascent Group, LLC | $22.5M | 181,199 | −4,183 | TRIM |
| 451 | Fiduciary Group, LLC | $22.5M | 180,857 | −2,773 | TRIM |
| 452 | Cornerstone Wealth Management, LLC | $22.5M | 180,723 | −2,511 | TRIM |
| 453 | One Capital Management, LLC | $22.4M | 180,243 | +2,714 | ADD |
| 454 | SAGESPRING WEALTH PARTNERS, LLC | $22.3M | 179,240 | +7,987 | ADD |
| 455 | Siemens Fonds Invest GmbH | $22.2M | 178,548 | +29,462 | ADD |
| 456 | IHT Wealth Management, LLC | $22.0M | 177,071 | +14,687 | ADD |
| 457 | MANAGED ASSET PORTFOLIOS, LLC | $22.0M | 176,724 | −83,573 | TRIM |
| 458 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $21.9M | 176,267 | −287 | TRIM |
| 459 | AG2R LA MONDIALE GESTION D'ACTIFS | $21.8M | 175,586 | −50,827 | TRIM |
| 460 | Compagnie Lombard Odier SCmA | $21.7M | 174,770 | +59,004 | ADD |
| 461 | DODGE & COX | $21.7M | 174,310 | −5,225 | TRIM |
| 462 | VestGen Advisors, LLC | $21.5M | 165,290 | +13,148 | ADD |
| 463 | GREAT VALLEY ADVISOR GROUP, INC. | $21.4M | 172,201 | +5,891 | ADD |
| 464 | WEBSTER BANK, N. A. | $21.3M | 171,735 | +1,157 | ADD |
| 465 | JB Capital LLC | $21.1M | 169,499 | −36,035 | TRIM |
| 466 | FIRST FINANCIAL BANKSHARES INC | $21.0M | 169,305 | −313,758 | TRIM |
| 467 | Visionary Wealth Advisors | $20.9M | 168,453 | −4,818 | TRIM |
| 468 | Kinsale Capital Group, Inc. | $20.9M | 168,264 | +5,708 | ADD |
| 469 | SCS Capital Management LLC | $20.7M | 166,224 | −42,396 | TRIM |
| 470 | MMBG INVESTMENT ADVISORS CO. | $20.7M | 166,151 | −1,905 | TRIM |
| 471 | Cardinal Point Capital Management ULC | $20.4M | 164,402 | −6,078 | TRIM |
| 472 | LAFFER TENGLER INVESTMENTS, INC. | $20.4M | 164,140 | −10,116 | TRIM |
| 473 | INDEPENDENT FINANCIAL GROUP, LLC | $20.3M | 163,734 | — | NO PRIOR |
| 474 | Meiji Yasuda Asset Management Co Ltd. | $20.3M | 163,550 | −14,210 | TRIM |
| 475 | Bellecapital International Ltd. | $20.2M | 162,555 | +162,555 | NEW |
| 476 | SIGNATUREFD, LLC | $20.1M | 162,097 | +5,407 | ADD |
| 477 | American Assets Investment Management, LLC | $20.1M | 162,000 | 0 | NO CHANGE |
| 478 | Saudi Central Bank | $20.1M | 161,803 | +159,989 | ADD |
| 479 | Moran Wealth Management, LLC | $20.0M | 161,231 | −2,089 | TRIM |
| 480 | Generali Asset Management SPA SGR | $20.0M | 160,846 | +10,423 | ADD |
| 481 | Laird Norton Wetherby Trust Company, LLC | $20.0M | 160,368 | −3,959 | TRIM |
| 482 | Rokos Capital Management LLP | $20.0M | 160,581 | +160,581 | NEW |
| 483 | FIDUCIARY TRUST CO | $19.9M | 159,943 | +159,943 | NEW |
| 484 | LMG Wealth Partners, LLC | $19.8M | 159,337 | −315 | TRIM |
| 485 | PETTYJOHN, WOOD & WHITE, INC | $19.7M | 158,543 | −1,639 | TRIM |
| 486 | Red Door Wealth Management, LLC | $19.6M | 158,100 | +179 | ADD |
| 487 | GHP Investment Advisors, Inc. | $19.6M | 157,970 | −1,069 | TRIM |
| 488 | Bleakley Financial Group, LLC | $19.6M | 157,735 | +2,130 | ADD |
| 489 | INTEGRITY ALLIANCE, LLC. | $19.6M | 157,435 | +671 | ADD |
| 490 | DAYMARK WEALTH PARTNERS, LLC | $19.5M | 156,937 | −1,058 | TRIM |
| 491 | FRANKLIN STREET ADVISORS INC /NC | $19.5M | 156,561 | −16,041 | TRIM |
| 492 | Summit Trail Advisors, LLC | $19.4M | 156,083 | +29,574 | ADD |
| 493 | PITTENGER & ANDERSON INC | $19.4M | 155,767 | −452 | TRIM |
| 494 | MILFORD FUNDS LTD | $19.3M | 155,623 | +155,623 | NEW |
| 495 | Cardinal Capital Management | $19.3M | 154,957 | +154,957 | NEW |
| 496 | OFI INVEST ASSET MANAGEMENT | $19.3M | 173,832 | −249,762 | TRIM |
| 497 | JAMES INVESTMENT RESEARCH, INC. | $19.0M | 153,209 | −12,164 | TRIM |
| 498 | ARS Wealth Advisors Group, LLC | $19.0M | 152,519 | −3,059 | TRIM |
| 499 | Atwater Malick LLC | $18.9M | 152,412 | −2,787 | TRIM |
| 500 | Focus Partners Advisor Solutions, LLC | $18.8M | 151,339 | −139,807 | TRIM |
Congress ↔ notable managers · WMT
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 2 Gilbert Ray Cisneros, Jr. D–CA-31, Ro Khanna D–CA-17 $2K–$30K
- Sellers
- 3 Alan Armstrong R–OK, Kevin Hern R–OK-1, Richard McCormick R–GA-7 $17K–$80K
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 4 Gotham Asset Management, Tudor Investment Corp, Soros Fund Management, Moore Capital Management $77.7M held
- Trimming
- 2 Bridgewater Associates, Caxton Associates $31.3M held
NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WALMART INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-25 | Kevin Hern Congress | SELL | $1K–$15K |
| 2026-09-10 | Gilbert Ray Cisneros, Jr. Congress | BUY | $1K–$15K |
| 2026-08-14 | Richard McCormick Congress | SELL | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | SELL | $15K–$50K |
| 2026-07-06 | Ro Khanna Congress | BUY | $1K–$15K |
| 2026-05-15 | Gotham Asset Management 13F | ADD | +11,795 sh |
| 2026-05-15 | Tudor Investment Corp 13F | ADD | +19,473 sh |
| 2026-05-15 | Soros Fund Management 13F | ADD | +45,355 sh |
| 2026-05-15 | Moore Capital Management 13F | NEW | +3,454 sh |
| 2026-05-15 | Bridgewater Associates 13F | TRIM | −16,802 sh |
| 2026-05-14 | Caxton Associates 13F | EXIT | −2,843 sh |
11 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
61 members of Congress disclosed WMT — 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).