Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
INTEGRATED WEALTH CONCEPTS LLC $8.61B 1713 2024-12-31 2025-02-14
WEALTHNAVI INC. $8.60B 10 2024-12-31 2025-02-06
CULLEN CAPITAL MANAGEMENT, LLC $8.59B 208 2024-12-31 2025-02-13
TREXQUANT INVESTMENT LP $8.58B 1513 2024-12-31 2025-02-12
YACKTMAN ASSET MANAGEMENT LP $8.55B 71 2024-12-31 2025-01-29
CAPITAL INTERNATIONAL, INC./CA/ $8.48B 303 2024-12-31 2025-02-13
LANSFORSAKRINGAR FONDFORVALTNING AB $8.47B 271 2024-12-31 2025-03-14
WHALE ROCK CAPITAL MANAGEMENT LLC $8.44B 38 2024-12-31 2025-02-14
APTUS CAPITAL ADVISORS, LLC $8.40B 1410 2024-12-31 2025-02-14
DUFF & PHELPS INVESTMENT MANAGEMENT CO $8.35B 156 2024-12-31 2025-02-12
&PARTNERS $8.34B 1641 2024-12-31 2025-02-14
MIROVA US LLC $8.34B 34 2024-12-31 2025-02-10
ONTARIO TEACHERS PENSION PLAN BOARD $8.33B 426 2024-12-31 2025-02-13
BANCO SANTANDER, S.A. $8.31B 447 2024-12-31 2025-02-07
WILLIAMS JONES WEALTH MANAGEMENT, LLC. $8.29B 504 2024-12-31 2025-02-14
MODERA WEALTH MANAGEMENT, LLC $8.28B 611 2024-12-31 2025-02-06
OPPENHEIMER ASSET MANAGEMENT INC. $8.23B 1152 2024-12-31 2025-02-05
C WORLDWIDE GROUP HOLDING A/S $8.20B 91 2024-12-31 2025-02-04
FREESTONE GROVE PARTNERS LP $8.16B 569 2024-12-31 2025-02-14
ERSTE ASSET MANAGEMENT GMBH $8.15B 828 2024-12-31 2025-02-10
RWA WEALTH PARTNERS, LLC $8.12B 557 2024-12-31 2025-02-12
CASTLE HOOK PARTNERS LP $8.09B 45 2024-12-31 2025-02-14
ATRIA INVESTMENTS, INC $8.04B 1846 2024-12-31 2025-02-06
HORIZON KINETICS ASSET MANAGEMENT LLC $8.03B 349 2024-12-31 2025-02-10
CATTERTON MANAGEMENT COMPANY, L.L.C. $7.98B 3 2024-12-31 2025-02-13
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