| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 23% | +4.5% | $2,994,372,792 | +$189,291,747 | 28,970,325 | +6.7% | BlackRock Portfolio Management LLC | 30 Sep 2025 |
| BlackRock, Inc. | 0.7% | -98% | $74,179,546 | -$2,505,303,788 | 717,265 | -97% | BlackRock, Inc. | 31 Jan 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24% | 29,850,691 | +6.7% | 0.05% | $3,085,367,422 |
| Betterment LLC | 3.3% | 4,140,622 | +3.3% | 0.85% | $427,975,000 |
| LPL Financial LLC | 2.6% | 3,320,533 | +15% | 0.1% | $343,210,303 |
| ENVESTNET ASSET MANAGEMENT INC | 2.6% | 3,319,880 | +2.3% | 0.1% | $343,142,751 |
| FMR LLC | 2.3% | 2,870,590 | -3.1% | 0.02% | $296,704,278 |
| RITHOLTZ WEALTH MANAGEMENT | 1.7% | 2,146,439 | +6% | 4.3% | $221,855,963 |
| Modera Wealth Management, LLC | 1.7% | 2,136,920 | +5.4% | 2.6% | $220,872,020 |
| MORGAN STANLEY | 1.4% | 1,823,297 | +2% | 0.01% | $188,456,109 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 1,755,257 | +8.7% | 0.01% | $181,423,373 |
| JPMORGAN CHASE & CO | 1.2% | 1,525,836 | -1.1% | 0.01% | $157,710,479 |
| 3EDGE Asset Management, LP | 0.94% | 1,179,708 | +5.7% | 6.9% | $121,929,199 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.85% | 1,075,411 | +9% | 0.65% | $111,154,481 |
| Wealthcare Advisory Partners LLC | 0.84% | 1,061,967 | +3.7% | 2.3% | $109,764,929 |
| Dynasty Wealth Management, LLC | 0.82% | 1,028,495 | +10% | 1.4% | $106,305,274 |
| Quotient Wealth Partners, LLC | 0.78% | 984,113 | +6% | 2.8% | $101,717,894 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 0.73% | 923,723 | +13% | 3.8% | $95,476,049 |
| AMERIPRISE FINANCIAL INC | 0.73% | 921,732 | +17% | 0.02% | $95,212,748 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.68% | 862,244 | +6.6% | 1.3% | $89,121,548 |
| ASSETMARK, INC | 0.67% | 841,744 | +0.58% | 0.19% | $87,002,640 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 0.66% | 831,486 | +3.4% | 8.7% | $85,942,365 |
| Destination Wealth Management | 0.61% | 762,548 | +2.5% | 2.2% | $78,816,986 |
| RAYMOND JAMES FINANCIAL INC | 0.55% | 695,773 | +14% | 0.02% | $71,915,134 |
| MASECO LLP | 0.55% | 687,259 | +9.7% | 3.4% | $71,038,549 |
| Cetera Investment Advisers | 0.53% | 669,661 | +14% | 0.08% | $69,216,171 |
| STATE STREET CORP | 0.51% | 646,772 | +0.75% | 0% | $66,850,354 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 295,015 | $30,206,359 | -$13,109,968 | $102.39 | 19 |
| 2025 Q3 | 101,442,155 | $10,483,789,031 | +$602,277,994 | $103.36 | 758 |
| 2025 Q2 | 96,320,789 | $9,911,709,052 | +$1,045,200,205 | $102.91 | 753 |
| 2025 Q1 | 85,430,024 | $8,839,619,444 | +$1,045,687,800 | $103.47 | 648 |
| 2024 Q4 | 75,898,443 | $7,634,952,199 | +$2,580,987,051 | $100.60 | 624 |
| 2024 Q3 | 49,246,209 | $4,988,999,116 | -$118,604,523 | $101.32 | 571 |
| 2024 Q2 | 50,034,854 | $4,977,452,219 | +$205,597,514 | $99.49 | 573 |
| 2024 Q1 | 47,756,384 | $4,747,542,170 | -$645,842,009 | $99.43 | 570 |
| 2023 Q4 | 54,942,618 | $5,393,146,352 | -$470,048,081 | $98.59 | 609 |
| 2023 Q3 | 57,226,270 | $5,545,252,385 | -$2,137,378,379 | $96.92 | 585 |
| 2023 Q2 | 80,450,966 | $7,854,402,361 | -$139,036,190 | $97.60 | 606 |
| 2023 Q1 | 83,096,893 | $8,245,377,234 | -$1,131,981,354 | $99.23 | 608 |
| 2022 Q4 | 94,620,680 | $9,176,757,879 | +$2,177,309,860 | $96.96 | 651 |
| 2022 Q3 | 71,218,851 | $6,855,029,307 | +$17,034,250 | $96.11 | 615 |
| 2022 Q2 | 71,171,953 | $7,226,162,293 | +$1,216,147,561 | $101.43 | 601 |
| 2022 Q1 | 59,549,776 | $6,254,672,007 | +$1,492,749,292 | $104.94 | 543 |
| 2021 Q4 | 45,222,295 | $4,787,735,566 | +$811,665,107 | $105.88 | 481 |
| 2021 Q3 | 36,243,036 | $3,828,098,816 | +$478,520,910 | $105.63 | 388 |
| 2021 Q2 | 31,622,383 | $3,342,839,990 | +$951,355,665 | $106.31 | 365 |
| 2021 Q1 | 22,775,482 | $2,408,681,540 | +$753,908,624 | $105.72 | 307 |
| 2020 Q4 | 15,567,988 | $1,625,902,982 | -$41,331,837 | $104.43 | 270 |
| 2020 Q3 | 15,652,275 | $1,628,230,239 | +$196,481,892 | $104.06 | 260 |
| 2020 Q2 | 13,713,236 | $1,403,453,324 | +$93,594,899 | $102.39 | 244 |
| 2020 Q1 | 12,806,730 | $1,280,679,409 | -$234,716,303 | $99.90 | 248 |
| 2019 Q4 | 15,197,216 | $1,532,760,636 | +$97,507,247 | $100.71 | 263 |
| 2019 Q3 | 13,697,582 | $1,372,016,858 | +$39,873,171 | $100.17 | 223 |
| 2019 Q2 | 13,229,004 | $1,330,683,176 | -$64,863,671 | $100.58 | 219 |
| 2019 Q1 | 14,094,108 | $1,405,654,805 | +$139,835,708 | $99.68 | 231 |
| 2018 Q4 | 12,689,750 | $1,244,336,643 | +$129,794,316 | $98.02 | 217 |
| 2018 Q3 | 11,007,289 | $1,087,201,113 | +$18,423,452 | $98.78 | 197 |
| 2018 Q2 | 10,872,043 | $1,083,903,856 | +$115,866,808 | $99.69 | 196 |
| 2018 Q1 | 9,639,603 | $965,239,065 | +$192,881,168 | $100.14 | 157 |
| 2017 Q4 | 7,759,037 | $774,891,844 | +$41,532,053 | $99.87 | 145 |
| 2017 Q3 | 6,971,301 | $699,880,849 | +$51,062,921 | $100.38 | 111 |
| 2017 Q2 | 6,465,310 | $649,013,586 | +$63,316,041 | $100.38 | 113 |
| 2017 Q1 | 5,831,293 | $591,535,508 | +$277,080,241 | $101.45 | 108 |
| 2016 Q4 | 3,306,446 | $332,981,830 | +$25,087,046 | $100.72 | 91 |
| 2016 Q3 | 2,921,468 | $295,318,261 | -$49,376,573 | $101.10 | 76 |
| 2016 Q2 | 3,476,066 | $352,953,182 | +$30,561,238 | $101.52 | 75 |
| 2016 Q1 | 3,106,645 | $312,774,082 | +$12,721,485 | $100.68 | 72 |
| 2015 Q4 | 2,958,001 | $292,594,978 | +$40,960,101 | $98.92 | 72 |
| 2015 Q3 | 3,073,440 | $305,105,985 | +$45,264,993 | $99.27 | 65 |
| 2015 Q2 | 2,618,060 | $261,563,187 | +$35,559,650 | $99.92 | 66 |
| 2015 Q1 | 2,262,231 | $224,910,025 | +$33,243,476 | $99.37 | 66 |
| 2014 Q4 | 1,943,157 | $192,401,065 | -$8,502,595 | $99.03 | 67 |
| 2014 Q3 | 1,693,901 | $170,234,476 | +$4,566,031 | $100.49 | 67 |
| 2014 Q2 | 1,650,186 | $169,119,518 | -$88,637,204 | $102.49 | 67 |
| 2014 Q1 | 2,516,830 | $254,548,134 | -$46,595,695 | $101.13 | 64 |