| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1.4% | -72% | $125,251,440 | -$267,812,872 | 2,394,865 | -68% | BlackRock, Inc. | 31 Mar 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 16% | 27,211,312 | +19% | 0.42% | $1,448,730,250 |
| LPL Financial LLC | 8.2% | 14,072,310 | +31% | 0.22% | $749,209,734 |
| JPMORGAN CHASE & CO | 6.6% | 11,296,259 | +4.5% | 0.04% | $601,412,896 |
| BlackRock, Inc. | 6.1% | 10,435,694 | +7.2% | 0.01% | $555,596,368 |
| BANK OF AMERICA CORP /DE/ | 5.2% | 8,923,124 | +44% | 0.04% | $475,067,101 |
| MORGAN STANLEY | 4.5% | 7,746,288 | +34% | 0.02% | $412,412,403 |
| PNC Financial Services Group, Inc. | 4.1% | 6,939,129 | +37441% | 0.22% | $369,439,227 |
| AMERIPRISE FINANCIAL INC | 4% | 6,808,502 | +58% | 0.08% | $362,436,516 |
| Dynasty Wealth Management, LLC | 3.7% | 6,375,936 | +11% | 4.5% | $339,454,833 |
| Cetera Investment Advisers | 2.4% | 4,056,020 | +45% | 0.25% | $215,942,541 |
| UBS Group AG | 2.3% | 3,964,034 | +36% | 0.04% | $211,045,170 |
| Sequoia Financial Advisors, LLC | 2.2% | 3,788,082 | +68% | 1.2% | $201,677,460 |
| WELLS FARGO & COMPANY/MN | 2% | 3,496,032 | +59% | 0.04% | $186,128,762 |
| Quotient Wealth Partners, LLC | 2% | 3,432,142 | +5.5% | 5% | $182,727,263 |
| MML INVESTORS SERVICES, LLC | 1.5% | 2,589,855 | +28% | 0.37% | $137,883,876 |
| SAGESPRING WEALTH PARTNERS, LLC | 1.5% | 2,554,199 | +7.9% | 3% | $135,985,542 |
| Envestnet Portfolio Solutions, Inc. | 1.5% | 2,517,582 | +9.3% | 0.49% | $134,036,066 |
| Americana Partners, LLC | 1.2% | 2,095,582 | +5.4% | 3.4% | $111,568,786 |
| Merit Financial Group, LLC | 1.2% | 2,006,972 | +49% | 0.98% | $106,851,166 |
| CWM, LLC | 1.1% | 1,936,512 | +0.24% | 0.31% | $103,100,000 |
| Wharton Business Group, LLC | 1.1% | 1,821,020 | +15% | 4.2% | $96,951,105 |
| PARK AVENUE SECURITIES LLC | 1% | 1,748,170 | +15% | 0.73% | $93,073,000 |
| ROYAL BANK OF CANADA | 0.99% | 1,694,967 | +23% | 0.02% | $90,240,000 |
| Janney Montgomery Scott LLC | 0.89% | 1,514,034 | +9.4% | 0.19% | $80,607,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.87% | 1,487,719 | +13% | 0.1% | $79,206,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 10,567,988 | $557,691,338 | +$52,154,731 | $52.77 | 60 |
| 2025 Q3 | 208,161,406 | $11,082,238,837 | +$2,444,299,119 | $53.24 | 618 |
| 2025 Q2 | 163,296,718 | $8,628,237,079 | +$628,011,424 | $52.84 | 575 |
| 2025 Q1 | 151,509,811 | $7,935,398,909 | +$1,199,704,589 | $52.38 | 552 |
| 2024 Q4 | 128,883,826 | $6,704,632,370 | +$1,451,934,405 | $52.02 | 512 |
| 2024 Q3 | 96,856,433 | $5,183,778,307 | +$1,315,770,921 | $53.53 | 424 |
| 2024 Q2 | 67,936,427 | $3,546,307,332 | +$904,319,852 | $52.20 | 365 |
| 2024 Q1 | 49,328,579 | $2,587,478,251 | +$1,896,103,889 | $52.46 | 308 |
| 2023 Q4 | 10,026,585 | $524,128,852 | +$266,480,680 | $52.27 | 80 |
| 2023 Q3 | 1,967,775 | $99,223,877 | +$40,954,920 | $50.44 | 25 |
| 2023 Q2 | 1,155,221 | $58,647,167 | +$58,647,167 | $50.77 | 11 |