| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 24% | +9.5% | $1,186,906,806 | +$96,071,769 | 20,645,448 | +8.8% | Invesco Ltd. | 30 Jun 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Invesco Ltd. | 23% | 19,910,809 | -3.6% | 0.19% | $1,199,825,350 |
| Balentine LLC | 6.5% | 5,548,233 | -1.3% | 12% | $334,336,538 |
| Arizona PSPRS Trust | 6.3% | 5,412,458 | +0.18% | 11% | $328,265,578 |
| MORGAN STANLEY | 5.7% | 4,858,166 | -0.37% | 0.02% | $292,753,180 |
| Bank of New York Mellon Corp | 3.2% | 2,715,431 | +1.3% | 0.03% | $163,631,863 |
| LPL Financial LLC | 3.2% | 2,707,095 | -1.3% | 0.05% | $163,129,519 |
| BANK OF AMERICA CORP /DE/ | 2.5% | 2,131,966 | -0.55% | 0.01% | $128,472,275 |
| UBS Group AG | 1.4% | 1,197,888 | -2.8% | 0.01% | $72,184,731 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.2% | 996,718 | -5% | 0.09% | $60,042,272 |
| ORRSTOWN FINANCIAL SERVICES INC | 1.1% | 928,088 | -7.1% | 9.6% | $55,926,583 |
| Mariner, LLC | 1% | 874,962 | +0.83% | 0.07% | $52,725,019 |
| HBK Sorce Advisory LLC | 0.96% | 818,444 | -6.3% | 1.2% | $48,934,752 |
| Deseret Mutual Benefit Administrators | 0.93% | 797,154 | +0.53% | 20% | $48,036,500 |
| WELLS FARGO & COMPANY/MN | 0.91% | 780,574 | -14% | 0.01% | $47,037,423 |
| Arkadios Wealth Advisors | 0.83% | 708,344 | +5.4% | 1% | $42,684,776 |
| LM Advisors LLC | 0.73% | 622,513 | -0.86% | 5.8% | $37,515,000 |
| RAYMOND JAMES FINANCIAL INC | 0.7% | 602,377 | +4.7% | 0.01% | $36,299,267 |
| WALLER FINANCIAL PLANNING GROUP, INC | 0.7% | 597,670 | +0.91% | 8.3% | $36,015,610 |
| IHT Wealth Management, LLC | 0.62% | 533,199 | -1.4% | 0.81% | $32,130,535 |
| Cambridge Investment Research Advisors, Inc. | 0.62% | 528,014 | +4.3% | 0.09% | $31,818,000 |
| BALDWIN WEALTH PARTNERS LLC/MA | 0.52% | 448,658 | -0.26% | 1.8% | $27,036,143 |
| Brookstone Capital Management | 0.48% | 414,256 | -7.8% | 0.3% | $24,963,074 |
| DAIDO LIFE INSURANCE CO | 0.47% | 403,056 | 0% | 3.5% | $24,288,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.46% | 390,577 | -19% | 0.01% | $23,536,157 |
| IFG Advisory, LLC | 0.44% | 378,257 | -0.83% | 1% | $22,793,734 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,667,174 | $103,845,740 | -$6,915,295 | $61.13 | 8 |
| 2025 Q3 | 65,872,130 | $3,970,674,018 | -$136,193,383 | $60.26 | 242 |
| 2025 Q2 | 68,296,366 | $3,946,662,569 | +$24,501,198 | $57.78 | 263 |
| 2025 Q1 | 67,657,010 | $3,605,594,396 | -$381,177,821 | $53.31 | 261 |
| 2024 Q4 | 74,996,964 | $4,068,412,741 | -$393,914,914 | $54.23 | 267 |
| 2024 Q3 | 82,227,215 | $4,355,078,140 | -$653,473,865 | $52.99 | 266 |
| 2024 Q2 | 94,911,465 | $4,979,530,565 | -$282,170,458 | $52.49 | 288 |
| 2024 Q1 | 94,902,801 | $5,239,126,536 | +$576,079,361 | $55.23 | 259 |
| 2023 Q4 | 85,538,941 | $4,395,051,320 | +$331,140,864 | $51.41 | 246 |
| 2023 Q3 | 77,164,556 | $3,536,515,956 | +$572,585,986 | $45.84 | 205 |
| 2023 Q2 | 67,929,517 | $3,326,539,497 | +$839,752,951 | $48.98 | 191 |
| 2023 Q1 | 50,919,608 | $2,368,417,469 | +$174,740,103 | $46.49 | 151 |
| 2022 Q4 | 46,321,423 | $1,987,492,214 | +$237,476,041 | $42.94 | 121 |
| 2022 Q3 | 39,209,749 | $1,532,644,123 | -$58,841,124 | $39.06 | 110 |
| 2022 Q2 | 42,262,761 | $1,740,898,352 | +$379,776,441 | $41.19 | 109 |
| 2022 Q1 | 32,941,245 | $1,571,256,618 | -$119,446,973 | $47.60 | 110 |
| 2021 Q4 | 36,084,489 | $1,829,376,659 | +$189,897,605 | $50.70 | 108 |
| 2021 Q3 | 32,724,321 | $1,516,233,196 | +$112,773,750 | $46.30 | 88 |
| 2021 Q2 | 30,246,481 | $1,414,907,677 | +$18,462,280 | $46.77 | 78 |
| 2021 Q1 | 29,878,583 | $1,319,637,754 | +$7,888,672 | $44.11 | 60 |
| 2020 Q4 | 29,730,957 | $1,181,644,973 | -$32,170,462 | $39.73 | 47 |
| 2020 Q3 | 30,199,827 | $933,775,578 | -$167,854,651 | $30.92 | 43 |
| 2020 Q2 | 35,710,550 | $1,062,021,067 | +$66,944,501 | $29.74 | 54 |
| 2020 Q1 | 33,487,220 | $865,194,306 | -$43,215,629 | $26.02 | 45 |
| 2019 Q4 | 34,534,010 | $1,156,261,846 | +$19,740,152 | $33.48 | 48 |
| 2019 Q3 | 33,777,755 | $1,047,734,319 | -$135,460,524 | $31.03 | 41 |
| 2019 Q2 | 38,403,263 | $1,140,573,906 | +$1,140,573,906 | $29.70 | 34 |