Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC $5.93B 770 2024-12-31 2025-02-14
BOKF, NA $5.92B 1295 2024-12-31 2025-02-13
J. SAFRA SARASIN HOLDING AG $5.91B 463 2024-12-31 2025-02-14
HM PAYSON & CO $5.90B 1033 2024-12-31 2025-02-07
RUANE, CUNNIFF & GOLDFARB L.P. $5.89B 39 2024-12-31 2025-02-13
KESTRA PRIVATE WEALTH SERVICES, LLC $5.89B 1416 2024-12-31 2025-01-28
TWINBEECH CAPITAL LP $5.84B 577 2024-12-31 2025-02-14
EDMOND DE ROTHSCHILD HOLDING S.A. $5.84B 612 2024-12-31 2025-02-12
JAPAN SCIENCE & TECHNOLOGY AGENCY $5.84B 11 2024-12-31 2025-01-28
DYNASTY WEALTH MANAGEMENT, LLC $5.80B 247 2024-12-31 2025-02-05
PENTWATER CAPITAL MANAGEMENT LP $5.80B 92 2024-12-31 2025-02-14
OSSIAM $5.79B 623 2024-12-31 2025-02-13
PROVIDENT TRUST CO $5.78B 26 2024-12-31 2025-01-31
NEWEDGE WEALTH, LLC $5.77B 917 2024-12-31 2025-02-04
GENEVA CAPITAL MANAGEMENT LLC $5.76B 131 2024-12-31 2025-02-06
ZIMMER PARTNERS, LP $5.76B 147 2024-12-31 2025-02-14
ENGINEERS GATE MANAGER LP $5.75B 2178 2024-12-31 2025-02-14
DRAGONEER INVESTMENT GROUP, LLC $5.73B 23 2024-12-31 2025-02-14
HBK INVESTMENTS L P $5.72B 185 2024-12-31 2025-02-14
IA GLOBAL ASSET MANAGEMENT INC. $5.70B 414 2024-12-31 2025-02-11
VIDENT ADVISORY, LLC $5.70B 1438 2024-12-31 2025-02-14
CINCINNATI INSURANCE CO $5.66B 60 2024-12-31 2025-02-12
VEST FINANCIAL, LLC $5.65B 278 2024-12-31 2025-01-28
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $5.65B 113 2024-12-31 2025-02-06
OAKTREE CAPITAL MANAGEMENT LP $5.64B 165 2024-12-31 2025-02-12
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