Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
LEAVELL INVESTMENT MANAGEMENT, INC. $2.04B 538 2024-12-31 2025-01-29
CAISSE DES DEPOTS ET CONSIGNATIONS $2.04B 222 2024-12-31 2025-02-12
DISTILLATE CAPITAL PARTNERS LLC $2.04B 118 2024-12-31 2025-02-13
CONNECTICUT WEALTH MANAGEMENT, LLC $2.04B 269 2024-12-31 2025-02-18
VENTURI WEALTH MANAGEMENT, LLC $2.03B 1922 2024-12-31 2025-01-31
MKP CAPITAL MANAGEMENT, L.L.C. $2.03B 4 2024-12-31 2025-01-27
SIMPLIFY ASSET MANAGEMENT INC. $2.02B 92 2024-12-31 2025-02-11
HERITAGE WEALTH ADVISORS $2.02B 639 2024-12-31 2025-02-11
CORNERSTONE INVESTMENT PARTNERS, LLC $2.01B 245 2024-12-31 2025-02-06
LINSCOMB WEALTH, INC. $2.01B 290 2024-12-31 2025-02-05
LEEWARD INVESTMENTS, LLC - MA $2.01B 145 2024-12-31 2025-02-04
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $2.01B 99 2024-12-31 2025-02-06
SMITHFIELD TRUST CO $2.01B 1058 2024-12-31 2025-02-06
HILL PATH CAPITAL LP $2.01B 5 2024-12-31 2025-02-14
CBIZ INVESTMENT ADVISORY SERVICES, LLC $2.00B 478 2024-12-31 2025-02-10
CALAMOS WEALTH MANAGEMENT LLC $2.00B 330 2024-12-31 2025-01-24
RWC ASSET MANAGEMENT LLP $2.00B 143 2024-12-31 2025-02-04
E FUND MANAGEMENT CO., LTD. $1.99B 395 2024-12-31 2025-02-07
HMI CAPITAL MANAGEMENT, L.P. $1.99B 10 2024-12-31 2025-02-14
FOUNDRY PARTNERS, LLC $1.99B 269 2024-12-31 2025-02-12
RETIREMENT PLANNING GROUP, LLC $1.99B 277 2024-12-31 2025-02-18
ODDO BHF ASSET MANAGEMENT SAS $1.98B 319 2024-12-31 2025-02-12
SARATOGA RESEARCH & INVESTMENT MANAGEMENT $1.98B 44 2024-12-31 2025-02-12
AVISO FINANCIAL INC. $1.98B 357 2024-12-31 2025-02-10
SIH PARTNERS, LLLP $1.98B 131 2024-12-31 2025-02-14
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