| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Mariner, LLC | $51.6B | Overland Park, KS | 028-13550 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $7.56B | Overland Park, KS | 028-11123 |
| NUANCE INVESTMENTS, LLC | $3.27B | Kansas City, MO | 028-13833 |
| Convergence Investment Partners, LLC | $342M | Palm Beach Gardens, FL | 028-13404 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2016 | 175 | $182M | +$58.5M | -$21.7M | +$36.8M | WFC, MSFT, KMI, TRP, IBM | 13F-HR | 11/10/2016, 03:23 PM |
| Q2 2016 | 154 | $143M | +$22.4M | -$23.9M | -$1.5M | WBA, SPY, SWX, DIS, T | 13F-HR | 8/12/2016, 02:07 PM |
| Q1 2016 | 165 | $140M | +$94.1M | -$5.55M | +$88.6M | WBA, SPY, DIS, T, AAPL | 13F-HR | 5/16/2016, 04:03 PM |
| Q4 2015 | 76 | $50.9M | $0 | $0 | JKHY, LKQ, AMG, ITC, SBAC | 13F-HR | 2/16/2016, 05:28 PM |