Who holds VZticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗
2,658
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$127B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,319
addsholders whose share count rose or who opened the position (new + add), by shares
191
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record
Holders — quarter ended 2026-03-31
ranked by reported value · Δ shares vs 2025-12-31 · kind by shares| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $18.5B | 368,027,599 | −1,029,093 | trim |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $13.1B | 260,184,535 | — | no prior |
| 3 | STATE STREET CORP | $10.8B | 214,853,728 | −8,097,671 | trim |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.7B | 112,936,510 | −3,634,306 | trim |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.3B | 106,208,367 | +3,575,858 | add |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9B | 76,841,569 | — | no prior |
| 7 | MORGAN STANLEY | $3.7B | 74,068,170 | +9,070,852 | add |
| 8 | BANK OF AMERICA CORP /DE/ | $3.1B | 62,101,021 | +8,289,877 | add |
| 9 | GQG Partners LLC | $2.3B | 45,714,595 | +1,847,900 | add |
| 10 | NORTHERN TRUST CORP | $2.2B | 44,326,558 | −43,154 | trim |
| 11 | Bank of New York Mellon Corp | $1.9B | 38,164,982 | +6,580,820 | add |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8B | 36,097,432 | +469,571 | add |
| 13 | DIMENSIONAL FUND ADVISORS LP | $1.6B | 32,734,998 | +1,972,634 | add |
| 14 | FMR LLC | $1.6B | 31,169,574 | +2,082,672 | add |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.5B | 29,333,458 | +865,960 | add |
| 16 | Legal & General Group Plc | $1.4B | 28,112,647 | +110,262 | add |
| 17 | AMERIPRISE FINANCIAL INC | $1.3B | 25,976,996 | +248,702 | add |
| 18 | ROYAL BANK OF CANADA | $1.2B | 24,623,813 | −1,348,913 | trim |
| 19 | VANGUARD FIDUCIARY TRUST CO | $1.2B | 23,404,129 | — | no prior |
| 20 | Invesco Ltd. | $1.1B | 22,249,244 | −1,224,850 | trim |
| 21 | UBS Group AG | $1.1B | 21,043,318 | −1,250,011 | trim |
| 22 | Amundi | $1.0B | 20,224,766 | −2,618,683 | trim |
| 23 | DEUTSCHE BANK AG\ | $983M | 19,576,603 | +1,153,316 | add |
| 24 | Aristotle Capital Management, LLC | $953M | 18,992,772 | −639,943 | trim |
| 25 | FRANKLIN RESOURCES INC | $838M | 16,694,920 | +3,335,311 | add |
| 26 | Nuveen, LLC | $802M | 15,972,621 | −732,109 | trim |
| 27 | WELLS FARGO & COMPANY/MN | $766M | 15,260,342 | +524,883 | add |
| 28 | FIRST TRUST ADVISORS LP | $738M | 14,707,701 | −964,325 | trim |
| 29 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $724M | 14,417,054 | −2,719,814 | trim |
| 30 | FEDERATED HERMES, INC. | $683M | 13,603,175 | +2,422,854 | add |
| 31 | ENVESTNET ASSET MANAGEMENT INC | $647M | 12,895,424 | +1,552,917 | add |
| 32 | Swiss National Bank | $621M | 12,374,198 | +820,100 | add |
| 33 | Capital Research Global Investors | $585M | 11,662,731 | −248,623 | trim |
| 34 | Sumitomo Mitsui Trust Group, Inc. | $575M | 11,463,703 | −478,206 | trim |
| 35 | HSBC HOLDINGS PLC | $567M | 11,287,472 | −15,168,610 | trim |
| 36 | AMERICAN CENTURY COMPANIES INC | $555M | 11,053,143 | −2,006,192 | trim |
| 37 | BANK OF MONTREAL /CAN/ | $547M | 10,899,504 | +1,524,316 | add |
| 38 | National Pension Service | $531M | 10,585,296 | +10,585,296 | new |
| 39 | NORDEA INVESTMENT MANAGEMENT AB | $531M | 10,650,883 | +3,474,595 | add |
| 40 | LPL Financial LLC | $513M | 10,214,187 | +271,108 | add |
| 41 | BARCLAYS PLC | $504M | 10,044,871 | −1,009,674 | trim |
| 42 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $487M | 9,710,284 | 0 | no change |
| 43 | Mitsubishi UFJ Asset Management Co., Ltd. | $486M | 9,679,113 | +683,904 | add |
| 44 | Vanguard Global Advisers, LLC | $473M | 9,420,116 | — | no prior |
| 45 | AQR CAPITAL MANAGEMENT LLC | $432M | 8,649,865 | −1,078,189 | trim |
| 46 | VANGUARD ASSET MANAGEMENT, Ltd | $427M | 8,498,214 | — | no prior |
| 47 | SCHRODER INVESTMENT MANAGEMENT GROUP | $408M | 8,128,813 | +276,099 | add |
| 48 | STIFEL FINANCIAL CORP | $376M | 7,486,988 | +207,305 | add |
| 49 | Swedbank AB | $374M | 7,443,618 | +239,388 | add |
| 50 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $354M | 7,041,869 | +3,087,186 | add |
| 51 | CANADA PENSION PLAN INVESTMENT BOARD | $353M | 7,033,821 | −194,189 | trim |
| 52 | Allianz Asset Management GmbH | $329M | 6,561,087 | −1,367,674 | trim |
| 53 | JANE STREET GROUP, LLC | $328M | 6,542,550 | +5,676,589 | add |
| 54 | Swiss Life Asset Management Ltd | $319M | 6,350,846 | +398,855 | add |
| 55 | HighTower Advisors, LLC | $318M | 6,336,673 | −341,417 | trim |
| 56 | PRUDENTIAL FINANCIAL INC | $287M | 5,723,803 | −400,395 | trim |
| 57 | SEI INVESTMENTS CO | $287M | 5,718,859 | +1,339,580 | add |
| 58 | Robeco Institutional Asset Management B.V. | $278M | 5,529,771 | −318,828 | trim |
| 59 | CITIGROUP INC | $271M | 5,390,524 | −460,688 | trim |
| 60 | Aberdeen Group plc | $255M | 5,071,107 | +164,170 | add |
| 61 | PRINCIPAL FINANCIAL GROUP INC | $248M | 4,944,459 | +42,946 | add |
| 62 | Woodline Partners LP | $243M | 4,837,132 | −295,971 | trim |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | $241M | 4,793,873 | +4,600 | add |
| 64 | EQUITY INVESTMENT CORP | $231M | 4,594,178 | −47,883 | trim |
| 65 | VICTORY CAPITAL MANAGEMENT INC | $225M | 4,477,928 | −710,051 | trim |
| 66 | Capital World Investors | $213M | 4,250,000 | −4,907,324 | trim |
| 67 | Mirae Asset Global Investments Co., Ltd. | $200M | 3,984,560 | −481,772 | trim |
| 68 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $197M | 3,927,772 | −108,000 | trim |
| 69 | Chevy Chase Trust Holdings, LLC | $194M | 3,857,478 | +183,032 | add |
| 70 | Janus Henderson Group Ltd. | $193M | 3,844,442 | −327,228 | trim |
| 71 | Capital Wealth Planning, LLC | $190M | 3,791,604 | −225,148 | trim |
| 72 | STOREBRAND ASSET MANAGEMENT AS | $190M | 3,783,390 | — | no prior |
| 73 | ALLIANCEBERNSTEIN L.P. | $189M | 4,630,321 | +102,612 | add |
| 74 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $185M | 3,690,063 | −1,818 | trim |
| 75 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $185M | 3,683,276 | −498,323 | trim |
| 76 | AVIVA PLC | $185M | 3,679,606 | +89,308 | add |
| 77 | ASSETMARK, INC | $184M | 3,659,989 | −19,637 | trim |
| 78 | COMMONWEALTH EQUITY SERVICES, LLC | $178M | 3,536,665 | −256,056 | trim |
| 79 | Universal- Beteiligungs- und Servicegesellschaft mbH | $174M | 3,483,402 | +4,236 | add |
| 80 | DJE Kapital AG | $167M | 3,328,343 | +1,659,523 | add |
| 81 | MAIRS & POWER INC | $166M | 3,315,436 | −58,236 | trim |
| 82 | PARNASSUS INVESTMENTS, LLC | $160M | 3,182,129 | +108,369 | add |
| 83 | PFA Pension, Forsikringsaktieselskab | $152M | 3,034,950 | +3,034,950 | new |
| 84 | CITADEL ADVISORS LLC | $151M | 3,002,263 | −345,706 | trim |
| 85 | Zurcher Kantonalbank (Zurich Cantonalbank) | $150M | 2,987,265 | +103,781 | add |
| 86 | MACKENZIE FINANCIAL CORP | $149M | 2,969,961 | +503,613 | add |
| 87 | TD ASSET MANAGEMENT INC | $149M | 2,959,153 | +56,759 | add |
| 88 | Cetera Investment Advisers | $147M | 2,936,315 | +59,002 | add |
| 89 | Rockefeller Capital Management L.P. | $146M | 2,910,202 | +216,600 | add |
| 90 | Korea Investment CORP | $143M | 2,840,924 | +1,069,090 | add |
| 91 | Mawer Investment Management Ltd. | $137M | 2,730,796 | −254,079 | trim |
| 92 | Bank Julius Baer & Co. Ltd, Zurich | $136M | 2,713,229 | −90,333 | trim |
| 93 | OSAIC HOLDINGS, INC. | $134M | 2,659,318 | +20,618 | add |
| 94 | Pictet Asset Management Holding SA | $133M | 2,646,170 | +226,532 | add |
| 95 | BANK OF NOVA SCOTIA | $132M | 2,621,767 | −441,587 | trim |
| 96 | AMF Tjanstepension AB | $128M | 2,544,470 | +73,218 | add |
| 97 | APG Asset Management N.V. | $127M | 2,911,647 | −87,783 | trim |
| 98 | Baird Financial Group, Inc. | $125M | 2,481,311 | +2,481,311 | new |
| 99 | Lansforsakringar Fondforvaltning AB (publ) | $123M | 2,450,129 | +73,159 | add |
| 100 | DANSKE BANK A/S | $121M | 2,411,403 | −365,681 | trim |
| 101 | ROYAL LONDON ASSET MANAGEMENT LTD | $118M | 2,356,543 | +420,420 | add |
| 102 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $115M | 2,831,757 | +693,039 | add |
| 103 | STATE OF WISCONSIN INVESTMENT BOARD | $113M | 2,257,928 | +73,206 | add |
| 104 | BNP Paribas Asset Management Holding S.A. | $112M | 2,232,818 | −86,670 | trim |
| 105 | MACQUARIE GROUP LTD | $112M | 2,230,891 | +60,891 | add |
| 106 | Asset Management One Co., Ltd. | $111M | 2,213,771 | +138,514 | add |
| 107 | TRUIST FINANCIAL CORP | $110M | 2,193,426 | −200,433 | trim |
| 108 | Empower Advisory Group, LLC | $108M | 2,155,883 | +44,258 | add |
| 109 | KLP KAPITALFORVALTNING AS | $108M | 2,142,324 | −68,900 | trim |
| 110 | MILLENNIUM MANAGEMENT LLC | $107M | 2,137,177 | +1,716,053 | add |
| 111 | NATIONAL BANK OF CANADA /FI/ | $107M | 2,135,819 | −1,784,072 | trim |
| 112 | Retirement Systems of Alabama | $106M | 2,111,750 | −1,466 | trim |
| 113 | Epoch Investment Partners, Inc. | $106M | 2,104,651 | −16,153 | trim |
| 114 | Vanguard Investments Australia, Ltd. | $106M | 2,103,227 | — | no prior |
| 115 | CIBC WORLD MARKET INC. | $105M | 2,094,906 | −288,069 | trim |
| 116 | Nan Shan Life Insurance Co., Ltd. | $105M | 2,088,591 | −819,013 | trim |
| 117 | ZACKS INVESTMENT MANAGEMENT | $104M | 2,078,858 | +57,461 | add |
| 118 | WELLINGTON MANAGEMENT GROUP LLP | $104M | 2,065,930 | −971,775 | trim |
| 119 | CAPITAL ADVISORS INC/OK | $101M | 2,019,000 | +498,084 | add |
| 120 | COOKE & BIELER LP | $97.4M | 1,939,822 | −304,887 | trim |
| 121 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $96.0M | 1,913,139 | +281,256 | add |
| 122 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $95.7M | 1,906,133 | +1,906,133 | new |
| 123 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $91.8M | 1,828,588 | +707,275 | add |
| 124 | WORLDQUANT MILLENNIUM ADVISORS LLC | $91.7M | 1,826,644 | +1,826,644 | new |
| 125 | CIBC Asset Management Inc | $91.3M | 1,819,283 | −27,260 | trim |
| 126 | JUPITER ASSET MANAGEMENT LTD | $91.0M | 1,812,292 | +1,807,100 | add |
| 127 | TEACHER RETIREMENT SYSTEM OF TEXAS | $89.9M | 1,790,097 | −407,269 | trim |
| 128 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $89.0M | 1,772,229 | −60,731 | trim |
| 129 | Eurizon Capital SGR S.p.A. | $86.4M | 1,718,624 | −3,614,837 | trim |
| 130 | Ensign Peak Advisors, Inc | $86.0M | 1,712,741 | −50,621 | trim |
| 131 | RENAISSANCE TECHNOLOGIES LLC | $86.0M | 1,712,393 | +23,100 | add |
| 132 | LETKO, BROSSEAU & ASSOCIATES INC | $85.5M | 1,702,224 | −10,720 | trim |
| 133 | Focus Partners Wealth | $85.2M | 1,697,273 | +67,990 | add |
| 134 | Tredje AP-fonden | $83.0M | 1,652,924 | +965,023 | add |
| 135 | NOMURA ASSET MANAGEMENT CO LTD | $82.2M | 1,636,750 | +21,440 | add |
| 136 | Resona Asset Management Co.,Ltd. | $80.4M | 1,601,331 | +17,882 | add |
| 137 | Advisors Capital Management, LLC | $79.3M | 1,579,530 | +270,266 | add |
| 138 | Quantinno Capital Management LP | $79.2M | 1,578,607 | +519,220 | add |
| 139 | &PARTNERS | $79.0M | 1,721,213 | +180,776 | add |
| 140 | TORONTO DOMINION BANK | $78.9M | 1,571,689 | −664,374 | trim |
| 141 | US BANCORP \DE\ | $78.8M | 1,570,060 | −74,952 | trim |
| 142 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $74.4M | 1,482,737 | +96,710 | add |
| 143 | Steward Partners Investment Advisory, LLC | $73.8M | 1,469,917 | +33,925 | add |
| 144 | DnB Asset Management AS | $73.5M | 1,463,350 | +30,698 | add |
| 145 | CWM, LLC | $73.3M | 1,459,592 | −27,239 | trim |
| 146 | Cerity Partners LLC | $73.1M | 1,456,371 | +141,970 | add |
| 147 | M&T BANK CORP | $72.1M | 1,435,273 | −54,155 | trim |
| 148 | State of New Jersey Common Pension Fund D | $72.0M | 1,434,953 | 0 | no change |
| 149 | MML INVESTORS SERVICES, LLC | $70.9M | 1,412,971 | −196,046 | trim |
| 150 | Creative Planning | $70.1M | 1,396,232 | +178,995 | add |
| 151 | Mariner, LLC | $69.5M | 1,384,562 | +162,835 | add |
| 152 | CIBC Bancorp USA Inc. | $68.8M | 1,370,458 | — | no prior |
| 153 | FIFTH THIRD BANCORP | $68.6M | 1,367,142 | +967,166 | add |
| 154 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $67.2M | 1,339,489 | +1,339,489 | new |
| 155 | Grantham, Mayo, Van Otterloo & Co. LLC | $66.2M | 1,319,232 | −109,186 | trim |
| 156 | STATE OF MICHIGAN RETIREMENT SYSTEM | $64.3M | 1,281,850 | −2,200 | trim |
| 157 | Corient Private Wealth LLC | $63.7M | 1,311,424 | −1,276,318 | trim |
| 158 | SEB Asset Management AB | $63.7M | 1,268,272 | — | no prior |
| 159 | MEYER HANDELMAN CO | $62.5M | 1,245,243 | +35,395 | add |
| 160 | BENJAMIN EDWARDS INC | $62.2M | 1,239,439 | −8,154 | trim |
| 161 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $61.7M | 1,229,619 | +40,562 | add |
| 162 | Assenagon Asset Management S.A. | $61.4M | 1,222,614 | −757,905 | trim |
| 163 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $61.2M | 1,219,491 | −95,400 | trim |
| 164 | Advisors Asset Management, Inc. | $60.2M | 1,199,801 | −35,624 | trim |
| 165 | EDMOND DE ROTHSCHILD HOLDING S.A. | $60.0M | 1,195,203 | −3,829,309 | trim |
| 166 | JENNISON ASSOCIATES LLC | $58.0M | 1,155,460 | −175,952 | trim |
| 167 | Arizona State Retirement System | $58.0M | 1,155,226 | −36,065 | trim |
| 168 | VOYA INVESTMENT MANAGEMENT LLC | $58.0M | 1,155,193 | −190,447 | trim |
| 169 | Kestra Advisory Services, LLC | $57.8M | 1,150,804 | +64,168 | add |
| 170 | Czech National Bank | $57.7M | 1,148,482 | +36,672 | add |
| 171 | Daiwa Securities Group Inc. | $56.8M | 1,131,389 | +82,397 | add |
| 172 | Federation des caisses Desjardins du Quebec | $54.8M | 1,091,937 | −150,265 | trim |
| 173 | AE Wealth Management LLC | $52.7M | 1,049,416 | −315,710 | trim |
| 174 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $52.4M | 1,043,347 | +43,328 | add |
| 175 | GREAT LAKES ADVISORS, LLC | $51.5M | 1,026,058 | +109,097 | add |
| 176 | GUGGENHEIM CAPITAL LLC | $51.2M | 1,019,608 | +11,287 | add |
| 177 | MAI Capital Management | $50.7M | 1,010,612 | −9,147 | trim |
| 178 | Vontobel Holding Ltd. | $50.3M | 1,002,204 | −827,731 | trim |
| 179 | PRIVATE MANAGEMENT GROUP INC | $50.2M | 999,941 | −72,503 | trim |
| 180 | Sanctuary Advisors, LLC | $49.8M | 992,459 | +106,325 | add |
| 181 | MetLife Investment Management, LLC | $49.5M | 985,457 | −25,439 | trim |
| 182 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $49.3M | 982,320 | +1,556 | add |
| 183 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $48.7M | 970,951 | +970,951 | new |
| 184 | Crossmark Global Holdings, Inc. | $47.9M | 953,203 | — | no prior |
| 185 | IFM Investors Pty Ltd | $47.6M | 949,066 | +34,808 | add |
| 186 | TD Waterhouse Canada Inc. | $47.4M | 961,622 | +56,263 | add |
| 187 | Almanack Investment Partners, LLC. | $47.0M | 935,764 | −866 | trim |
| 188 | Illinois Municipal Retirement Fund | $46.2M | 920,341 | −57,557 | trim |
| 189 | Mediolanum International Funds Ltd | $46.0M | 914,764 | +826,999 | add |
| 190 | WILSEY ASSET MANAGEMENT INC | $45.7M | 909,795 | +250 | add |
| 191 | EXCHANGE TRADED CONCEPTS, LLC | $45.2M | 900,478 | −77,916 | trim |
| 192 | Zurich Insurance Group Ltd/FI | $44.8M | 892,639 | +748,739 | add |
| 193 | MERCER GLOBAL ADVISORS INC /ADV | $44.5M | 886,178 | +160,338 | add |
| 194 | Empowered Funds, LLC | $43.9M | 874,460 | −212,328 | trim |
| 195 | NISA INVESTMENT ADVISORS, LLC | $43.8M | 871,939 | +58,002 | add |
| 196 | Sumitomo Mitsui DS Asset Management Company, Ltd | $43.6M | 867,987 | +135 | add |
| 197 | PORTLAND INVESTMENT COUNSEL INC. | $43.4M | 865,000 | 0 | no change |
| 198 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $42.2M | 841,452 | +841,452 | new |
| 199 | FACTORY MUTUAL INSURANCE CO | $42.2M | 840,666 | +10,850 | add |
| 200 | HANCOCK WHITNEY CORP | $41.1M | 824,118 | +824,118 | new |
| 201 | Ardmore Road Asset Management LP | $40.7M | 811,000 | +263,384 | add |
| 202 | Cullen Capital Management, LLC | $40.4M | 804,544 | −456,102 | trim |
| 203 | NICHOLS & PRATT ADVISERS LLP /MA | $40.1M | 798,733 | +5,047 | add |
| 204 | Carnegie Investment Counsel | $39.9M | 840,198 | +30,698 | add |
| 205 | Quadrature Capital Ltd | $39.9M | 794,522 | +631,540 | add |
| 206 | QRG CAPITAL MANAGEMENT, INC. | $39.8M | 793,626 | +166,361 | add |
| 207 | NewEdge Advisors, LLC | $39.8M | 792,908 | +792,908 | new |
| 208 | CORDA Investment Management, LLC. | $39.7M | 791,752 | +16,291 | add |
| 209 | TODD ASSET MANAGEMENT LLC | $38.7M | 771,143 | +305,089 | add |
| 210 | XPONANCE LLC | $38.7M | 770,557 | +120,017 | add |
| 211 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $37.9M | 754,663 | +130,795 | add |
| 212 | Calamos Advisors LLC | $37.9M | 754,034 | +15,345 | add |
| 213 | Mitsubishi UFJ Trust & Banking Corp | $37.6M | 749,773 | +702,518 | add |
| 214 | Artemis Investment Management LLP | $37.5M | 747,572 | +747,572 | new |
| 215 | Varma Mutual Pension Insurance Co | $37.3M | 742,109 | 0 | no change |
| 216 | OP Asset Management Ltd | $37.1M | 739,995 | — | no prior |
| 217 | CONNING INC. | $37.0M | 736,463 | −116,160 | trim |
| 218 | Capital Investment Advisors, LLC | $36.8M | 733,691 | +12,011 | add |
| 219 | ProShare Advisors LLC | $35.9M | 715,502 | −201,850 | trim |
| 220 | USS Investment Management Ltd | $35.8M | 713,156 | +31,354 | add |
| 221 | Applied Finance Capital Management, LLC | $35.6M | 708,600 | +84,223 | add |
| 222 | Railway Pension Investments Ltd | $35.4M | 705,000 | −102,000 | trim |
| 223 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $35.1M | 699,340 | −11,568 | trim |
| 224 | Te Ahumairangi Investment Management Ltd | $34.8M | 693,408 | −175,454 | trim |
| 225 | ALPS ADVISORS INC | $34.8M | 692,447 | −124,222 | trim |
| 226 | TERRIL BROTHERS, INC. | $34.6M | 690,180 | +1,110 | add |
| 227 | Gotham Asset Management, LLC | $34.6M | 689,350 | +276,006 | add |
| 228 | Utah Retirement Systems | $34.5M | 686,671 | −11,136 | trim |
| 229 | CREDIT AGRICOLE S A | $34.3M | 683,863 | −1,276,023 | trim |
| 230 | DEARBORN PARTNERS LLC | $33.6M | 669,518 | −49,687 | trim |
| 231 | MARTINGALE ASSET MANAGEMENT L P | $33.6M | 668,548 | −26,834 | trim |
| 232 | Wealthfront Advisers LLC | $33.5M | 667,727 | +48,463 | add |
| 233 | Vinva Investment Management Ltd | $33.3M | 661,602 | −376,477 | trim |
| 234 | KEYBANK NATIONAL ASSOCIATION/OH | $32.9M | 655,184 | +27,888 | add |
| 235 | WELCH & FORBES LLC | $32.7M | 652,264 | −12,400 | trim |
| 236 | Pinnacle Financial Partners, Inc. | $32.6M | 649,064 | −5,394 | trim |
| 237 | D.A. DAVIDSON & CO. | $32.6M | 648,540 | +62,688 | add |
| 238 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $31.5M | 627,666 | +16,229 | add |
| 239 | Rakuten Investment Management, Inc. | $31.5M | 625,816 | +71,151 | add |
| 240 | Black Diamond Capital Management I, LLLP | $31.3M | 623,171 | 0 | no change |
| 241 | NEOS Investment Management LLC | $31.2M | 620,589 | +40,962 | add |
| 242 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $30.7M | 611,599 | +12,705 | add |
| 243 | Haverford Trust Co | $30.7M | 610,650 | −256,908 | trim |
| 244 | DAVENPORT & Co LLC | $30.5M | 608,098 | +18,079 | add |
| 245 | BLAIR WILLIAM & CO/IL | $30.4M | 606,441 | −13,416 | trim |
| 246 | M&G Plc | $29.8M | 595,953 | +38,693 | add |
| 247 | MANAGED ASSET PORTFOLIOS, LLC | $29.6M | 589,143 | +178,761 | add |
| 248 | PRUDENTIAL PLC | $29.5M | 588,376 | +54,685 | add |
| 249 | Midwest Trust Co | $29.4M | 585,802 | +24,581 | add |
| 250 | St. James Investment Company, LLC | $29.4M | 585,211 | +114,461 | add |
| 251 | Trajan Wealth LLC | $29.3M | 584,233 | +74,109 | add |
| 252 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $29.2M | 581,800 | +208,800 | add |
| 253 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $29.2M | 581,129 | −167,058 | trim |
| 254 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $28.8M | 574,249 | +17,415 | add |
| 255 | Harvest Portfolios Group Inc. | $28.6M | 568,819 | +15,577 | add |
| 256 | Meiji Yasuda Asset Management Co Ltd. | $28.5M | 567,161 | −91,312 | trim |
| 257 | COMMERCE BANK | $28.5M | 566,901 | +3,710 | add |
| 258 | Concurrent Investment Advisors, LLC | $28.4M | 565,661 | +37,202 | add |
| 259 | Ethic Inc. | $28.3M | 563,472 | +13,930 | add |
| 260 | OPPENHEIMER & CO INC | $27.8M | 554,455 | −10,697 | trim |
| 261 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $27.8M | 553,850 | +10,373 | add |
| 262 | Destination Wealth Management | $27.7M | 552,366 | +14,135 | add |
| 263 | Private Advisor Group, LLC | $27.5M | 547,273 | −14,377 | trim |
| 264 | Verity & Verity, LLC | $27.5M | 547,064 | +3,879 | add |
| 265 | Waverly Advisors, LLC | $27.4M | 546,515 | +19,835 | add |
| 266 | EVERETT HARRIS & CO /CA/ | $27.3M | 544,196 | −15,633 | trim |
| 267 | YOUSIF CAPITAL MANAGEMENT, LLC | $26.9M | 535,596 | −34,599 | trim |
| 268 | Pathstone Holdings, LLC | $26.7M | 532,441 | +20,274 | add |
| 269 | OPPENHEIMER ASSET MANAGEMENT INC. | $26.6M | 530,389 | −7,270 | trim |
| 270 | Compagnie Lombard Odier SCmA | $26.5M | 527,735 | −38,276 | trim |
| 271 | BECKER CAPITAL MANAGEMENT INC | $26.3M | 524,584 | −33,274 | trim |
| 272 | INTECH INVESTMENT MANAGEMENT LLC | $26.1M | 520,583 | +305,008 | add |
| 273 | Candriam S.C.A. | $26.1M | 520,114 | +112,826 | add |
| 274 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.9M | 516,222 | −53,131 | trim |
| 275 | Allworth Financial LP | $25.5M | 507,049 | +21,510 | add |
| 276 | Investment Management Corp of Ontario | $25.4M | 505,536 | −51,720 | trim |
| 277 | LEVIN CAPITAL STRATEGIES, L.P. | $24.9M | 495,563 | +230,706 | add |
| 278 | NorthCrest Asset Manangement, LLC | $24.8M | 501,689 | −315,192 | trim |
| 279 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $24.2M | 482,905 | 0 | no change |
| 280 | Tidal Investments LLC | $24.1M | 480,701 | +113,731 | add |
| 281 | Heathbridge Capital Management Ltd. | $24.1M | 479,950 | −51,850 | trim |
| 282 | ABN AMRO INVESTMENT SOLUTIONS | $23.9M | 476,313 | −86,638 | trim |
| 283 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $23.4M | 466,680 | −4,214 | trim |
| 284 | VILLERE ST DENIS J & CO LLC | $23.4M | 465,480 | +44,560 | add |
| 285 | ROCKLAND TRUST CO | $23.2M | 462,291 | +6,173 | add |
| 286 | Vanguard Personalized Indexing Management, LLC | $22.9M | 455,385 | +52,798 | add |
| 287 | ZWJ INVESTMENT COUNSEL INC | $22.7M | 451,620 | +50,374 | add |
| 288 | GW HENSSLER & ASSOCIATES LTD | $22.6M | 451,027 | +12,664 | add |
| 289 | CRAWFORD INVESTMENT COUNSEL INC | $22.6M | 450,564 | +4,216 | add |
| 290 | Freestone Grove Partners LP | $22.5M | 448,162 | +448,162 | new |
| 291 | HENNESSY ADVISORS INC | $22.3M | 444,685 | +13,200 | add |
| 292 | Miramar Capital, LLC | $22.2M | 441,665 | −11,363 | trim |
| 293 | SteelPeak Wealth, LLC | $22.1M | 440,837 | +14,017 | add |
| 294 | Arnhold LLC | $22.1M | 440,251 | −10,000 | trim |
| 295 | FORA Capital, LLC | $22.0M | 438,693 | +314,605 | add |
| 296 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $21.9M | 436,658 | +53,377 | add |
| 297 | Bridgewater Associates, LP | $21.8M | 434,829 | +310,160 | add |
| 298 | Sienna Gestion | $21.8M | 430,575 | +119,764 | add |
| 299 | ASR Vermogensbeheer N.V. | $21.8M | 433,815 | +13,775 | add |
| 300 | World Investment Advisors | $21.5M | 427,569 | −38,827 | trim |
| 301 | ARS Wealth Advisors Group, LLC | $21.4M | 425,683 | +7,361 | add |
| 302 | SHELTON CAPITAL MANAGEMENT | $21.2M | 423,189 | −271,040 | trim |
| 303 | Dai-ichi Life Insurance Company, Ltd | $21.2M | 422,291 | −23,513 | trim |
| 304 | Generali Asset Management SPA SGR | $21.1M | 420,464 | −31,702 | trim |
| 305 | FUKOKU MUTUAL LIFE INSURANCE CO | $20.7M | 412,720 | 0 | no change |
| 306 | LGT Group Foundation | $20.4M | 407,122 | +40,118 | add |
| 307 | Americana Partners, LLC | $20.4M | 405,650 | −782 | trim |
| 308 | AustralianSuper Pty Ltd | $20.3M | 403,682 | +14,142 | add |
| 309 | Cresset Asset Management, LLC | $19.8M | 395,203 | −24,989 | trim |
| 310 | Fiera Capital Corp | $19.8M | 393,976 | +393,976 | new |
| 311 | Trexquant Investment LP | $19.5M | 387,724 | +387,724 | new |
| 312 | Clarity Financial LLC | $19.4M | 385,515 | −85,612 | trim |
| 313 | Northwest & Ethical Investments L.P. | $19.3M | 384,479 | +3,491 | add |
| 314 | Fisher Funds Management LTD | $18.8M | 375,497 | 0 | no change |
| 315 | Genus Capital Management Inc. | $18.8M | 375,122 | +329,532 | add |
| 316 | Brookstone Capital Management | $18.8M | 374,557 | −20,516 | trim |
| 317 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $18.8M | 374,545 | −4,084 | trim |
| 318 | TCTC Holdings, LLC | $18.3M | 365,385 | −1,350 | trim |
| 319 | SBI Securities Co., Ltd. | $18.2M | 362,949 | −13,108 | trim |
| 320 | REGIONS FINANCIAL CORP | $17.8M | 355,385 | −755,391 | trim |
| 321 | WEDGE CAPITAL MANAGEMENT L L P/NC | $17.7M | 352,751 | −66,365 | trim |
| 322 | TECTONIC ADVISORS LLC | $17.4M | 345,624 | +14,665 | add |
| 323 | SCOTIA CAPITAL INC. | $17.3M | 344,011 | −53,810 | trim |
| 324 | KESTRA PRIVATE WEALTH SERVICES, LLC | $17.2M | 343,088 | −324 | trim |
| 325 | INTACT INVESTMENT MANAGEMENT INC. | $17.2M | 342,400 | −1,800 | trim |
| 326 | Lido Advisors, LLC | $17.1M | 341,142 | +239 | add |
| 327 | ADVOCATE GROUP LLC | $17.1M | 340,554 | +4,557 | add |
| 328 | Stratos Wealth Partners, LTD. | $17.0M | 339,134 | −27,928 | trim |
| 329 | Sequoia Financial Advisors, LLC | $16.9M | 337,053 | +17,086 | add |
| 330 | Richard C. Young & CO., LTD. | $16.9M | 336,575 | +19,789 | add |
| 331 | J.W. COLE ADVISORS, INC. | $16.6M | 329,816 | −13,724 | trim |
| 332 | CONNORS INVESTOR SERVICES INC | $16.3M | 324,551 | −2,602 | trim |
| 333 | BROWN ADVISORY INC | $16.2M | 322,003 | +29,740 | add |
| 334 | Osmosis Investment Management UK Ltd | $16.1M | 320,567 | −14,569 | trim |
| 335 | Boston Common Asset Management, LLC | $15.9M | 316,689 | −98,639 | trim |
| 336 | Atria Investments, Inc | $15.7M | 312,887 | +8,138 | add |
| 337 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $15.7M | 312,614 | +91,635 | add |
| 338 | Qube Research & Technologies Ltd | $15.6M | 310,747 | +310,747 | new |
| 339 | UniSuper Management Pty Ltd | $15.6M | 310,673 | −3,984 | trim |
| 340 | Systematic Alpha Investments, LLC | $15.5M | 308,920 | 0 | no change |
| 341 | Avanza Fonder AB | $15.5M | 308,740 | −23,222 | trim |
| 342 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $15.3M | 305,285 | +305,285 | new |
| 343 | Walleye Capital LLC | $15.1M | 299,802 | +299,687 | add |
| 344 | Wilmington Savings Fund Society, FSB | $14.9M | 297,625 | −11,374 | trim |
| 345 | Allspring Global Investments Holdings, LLC | $14.9M | 302,344 | +48,418 | add |
| 346 | Elo Mutual Pension Insurance Co | $14.9M | 297,420 | −70,453 | trim |
| 347 | OLD NATIONAL BANCORP /IN/ | $14.8M | 295,786 | −16,881 | trim |
| 348 | Buck Wealth Strategies, LLC | $14.8M | 295,354 | +905 | add |
| 349 | DIVERSIFY WEALTH MANAGEMENT, LLC | $14.7M | 316,425 | +162,227 | add |
| 350 | Adams Asset Advisors, LLC | $14.7M | 293,729 | +3,904 | add |
| 351 | GLENMEDE TRUST CO NA | $14.7M | 292,832 | +17,146 | add |
| 352 | Cornerstone Capital, Inc. | $14.7M | 292,128 | +13,000 | add |
| 353 | Dupree Financial Group, LLC | $14.6M | 290,007 | −59,762 | trim |
| 354 | Ally Financial Inc. | $14.6M | 290,000 | 0 | no change |
| 355 | OSSIAM | $14.5M | 288,693 | +175,856 | add |
| 356 | TrueMark Investments, LLC | $14.4M | 287,287 | +16,992 | add |
| 357 | OPAL CAPITAL LLC | $14.4M | 286,967 | +286,967 | new |
| 358 | WATERS PARKERSON & CO., LLC | $14.3M | 284,606 | −17,270 | trim |
| 359 | LBP AM SA | $14.2M | 283,122 | −98,918 | trim |
| 360 | Vest Financial, LLC | $14.2M | 282,196 | +27,541 | add |
| 361 | Curi Capital, LLC | $14.1M | 279,993 | −23,181 | trim |
| 362 | Azimuth Capital Investment Management LLC | $14.0M | 278,904 | +78,840 | add |
| 363 | FARMERS & MERCHANTS INVESTMENTS INC | $13.9M | 277,639 | +5,249 | add |
| 364 | Walleye Trading LLC | $13.8M | 274,249 | +274,249 | new |
| 365 | Gilman Hill Asset Management, LLC | $13.7M | 272,309 | −6,704 | trim |
| 366 | PINNACLE ASSOCIATES LTD | $13.6M | 271,661 | −7,650 | trim |
| 367 | Norinchukin Bank, The | $13.5M | 269,069 | −616 | trim |
| 368 | NOMURA HOLDINGS INC | $13.2M | 263,071 | +41,708 | add |
| 369 | AlTi Global, Inc. | $13.2M | 262,649 | −6,535 | trim |
| 370 | KANAWHA CAPITAL MANAGEMENT LLC | $13.2M | 262,386 | +8,737 | add |
| 371 | GRIMES & Co WEALTH MANAGEMENT, LLC | $13.1M | 260,797 | +3,906 | add |
| 372 | NOVARE CAPITAL MANAGEMENT LLC | $12.9M | 256,858 | −181,722 | trim |
| 373 | STEPHENS INC /AR/ | $12.9M | 255,399 | −2,058 | trim |
| 374 | MIZUHO SECURITIES USA LLC | $12.8M | 254,936 | −52,076 | trim |
| 375 | Cyndeo Wealth Partners, LLC | $12.8M | 254,564 | +5,012 | add |
| 376 | Equitable Holdings, Inc. | $12.7M | 289,449 | +124,257 | add |
| 377 | Rafferty Asset Management, LLC | $12.7M | 252,393 | −100,728 | trim |
| 378 | Man Group plc | $12.6M | 250,924 | −494,049 | trim |
| 379 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $12.5M | 248,857 | +9,743 | add |
| 380 | Beacon Pointe Advisors, LLC | $12.4M | 247,541 | +86,879 | add |
| 381 | Bell Bank | $12.4M | 246,289 | −13,094 | trim |
| 382 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $12.3M | 245,933 | +245,933 | new |
| 383 | MGO ONE SEVEN LLC | $12.2M | 242,946 | +7,806 | add |
| 384 | Danica Pension, Livsforsikringsaktieselskab | $12.1M | 241,314 | +241,314 | new |
| 385 | Sage Capital Advisors,llc | $12.1M | 241,198 | −8,311 | trim |
| 386 | ALERUS FINANCIAL NA | $12.0M | 239,532 | +21,122 | add |
| 387 | CI INVESTMENTS INC. | $12.0M | 239,398 | +42,240 | add |
| 388 | Keystone Financial Planning, Inc. | $12.0M | 238,997 | +1,253 | add |
| 389 | Sterling Capital Management LLC | $11.8M | 235,368 | +154,617 | add |
| 390 | Foster Victor Wealth Advisors, LLC | $11.8M | 259,441 | +19,700 | add |
| 391 | CABOT WEALTH MANAGEMENT INC | $11.8M | 234,920 | +22,374 | add |
| 392 | CUTLER INVESTMENT COUNSEL LLC | $11.7M | 233,509 | −2,972 | trim |
| 393 | FLPUTNAM INVESTMENT MANAGEMENT CO | $11.7M | 233,032 | −2,264 | trim |
| 394 | KCM INVESTMENT ADVISORS LLC | $11.6M | 231,584 | −2,510 | trim |
| 395 | Orion Porfolio Solutions, LLC | $11.5M | 229,928 | −46,701 | trim |
| 396 | Regal Investment Advisors LLC | $11.4M | 227,786 | +18,208 | add |
| 397 | Visionary Wealth Advisors | $11.4M | 226,484 | +1,367 | add |
| 398 | PFG Investments, LLC | $11.4M | 226,299 | −26,872 | trim |
| 399 | Defiance ETFs, LLC | $11.4M | 226,233 | +11,455 | add |
| 400 | Aptus Capital Advisors, LLC | $11.3M | 225,556 | +157,625 | add |
| 401 | Independent Advisor Alliance | $11.3M | 224,392 | +2,158 | add |
| 402 | Atlantic Union Bankshares Corp | $11.3M | 224,329 | −81,967 | trim |
| 403 | RITHOLTZ WEALTH MANAGEMENT | $11.2M | 222,881 | +38,530 | add |
| 404 | EASTERN BANK | $11.1M | 221,336 | −20,671 | trim |
| 405 | U.S. Capital Wealth Advisors, LLC | $11.1M | 221,233 | −13,921 | trim |
| 406 | Edgemoor Investment Advisors, Inc. | $11.0M | 219,659 | +12,540 | add |
| 407 | Alpha Omega Wealth Management LLC | $10.7M | 214,038 | −19,657 | trim |
| 408 | Maryland State Retirement & Pension System | $10.7M | 213,140 | +2,520 | add |
| 409 | SKBA CAPITAL MANAGEMENT LLC | $10.7M | 212,550 | +57,450 | add |
| 410 | Avantax Planning Partners, Inc. | $10.6M | 210,476 | −10,715 | trim |
| 411 | WOODMONT INVESTMENT COUNSEL LLC | $10.5M | 209,953 | +6,257 | add |
| 412 | HB Wealth Management, LLC | $10.5M | 208,337 | +19,392 | add |
| 413 | San Luis Wealth Advisors LLC | $10.5M | 208,328 | +39,915 | add |
| 414 | OMERS ADMINISTRATION Corp | $10.3M | 206,018 | +44,500 | add |
| 415 | Stockman Wealth Management, Inc. | $10.3M | 204,790 | +12,719 | add |
| 416 | NEW ENGLAND ASSET MANAGEMENT INC | $10.3M | 204,240 | 0 | no change |
| 417 | FORBES J M & CO LLP | $10.2M | 203,801 | +2,548 | add |
| 418 | COLDSTREAM CAPITAL MANAGEMENT INC | $10.2M | 202,419 | +15,825 | add |
| 419 | FIRST NATIONAL TRUST CO | $10.2M | 202,325 | −3,532 | trim |
| 420 | Merit Financial Group, LLC | $9.9M | 197,698 | +36,056 | add |
| 421 | Cambria Investment Management, L.P. | $9.9M | 197,009 | −19,316 | trim |
| 422 | INDEPENDENT FINANCIAL GROUP, LLC | $9.9M | 196,912 | — | no prior |
| 423 | NATIXIS | $9.9M | 196,703 | −473,829 | trim |
| 424 | Dakota Wealth Management | $9.8M | 195,387 | +17,146 | add |
| 425 | Windle Wealth, LLC | $9.8M | 195,387 | −1,071 | trim |
| 426 | 1834 INVESTMENT ADVISORS CO | $9.8M | 195,209 | −1,886 | trim |
| 427 | Bleakley Financial Group, LLC | $9.7M | 193,077 | +21,944 | add |
| 428 | Soltis Investment Advisors LLC | $9.6M | 192,158 | −17,598 | trim |
| 429 | Metis Global Partners, LLC | $9.6M | 191,983 | −6,850 | trim |
| 430 | Sigma Planning Corp | $9.6M | 191,693 | −1,816 | trim |
| 431 | Private Advisory Group LLC | $9.6M | 191,661 | −63,576 | trim |
| 432 | IEQ CAPITAL, LLC | $9.6M | 191,465 | +133,255 | add |
| 433 | Goelzer Investment Management, Inc. | $9.6M | 190,525 | −1,389 | trim |
| 434 | Beverly Hills Private Wealth, LLC | $9.6M | 190,306 | +32,820 | add |
| 435 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $9.6M | 190,265 | −628,175 | trim |
| 436 | American Investment Services, Inc. | $9.5M | 189,997 | −13,994 | trim |
| 437 | Wealthspire Advisors, LLC | $9.5M | 189,070 | +37,975 | add |
| 438 | Vident Advisory, LLC | $9.4M | 186,548 | +57,903 | add |
| 439 | Hudson Bay Capital Management LP | $9.3M | 185,160 | +185,160 | new |
| 440 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $9.1M | 181,225 | +181,225 | new |
| 441 | Dorsey & Whitney Trust CO LLC | $8.9M | 176,792 | +682 | add |
| 442 | Moors & Cabot, Inc. | $8.8M | 176,127 | −10,176 | trim |
| 443 | New Age Alpha Advisors, LLC | $8.8M | 176,046 | +140,782 | add |
| 444 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $8.8M | 175,885 | +18,981 | add |
| 445 | PRINCIPAL SECURITIES, INC. | $8.8M | 175,499 | +14,577 | add |
| 446 | AXXCESS WEALTH MANAGEMENT, LLC | $8.8M | 175,170 | −67,909 | trim |
| 447 | Plato Investment Management Ltd | $8.7M | 173,917 | +28,502 | add |
| 448 | Parallax Volatility Advisers, L.P. | $8.7M | 173,872 | +173,821 | add |
| 449 | Perigon Wealth Management, LLC | $8.7M | 173,822 | +6,514 | add |
| 450 | AMG National Trust Bank | $8.7M | 173,816 | +5,626 | add |
| 451 | Bryn Mawr Trust Advisors, LLC | $8.7M | 173,792 | +3,136 | add |
| 452 | MUFG Securities EMEA plc | $8.7M | 172,855 | 0 | no change |
| 453 | Venture Visionary Partners LLC | $8.7M | 172,852 | +29,811 | add |
| 454 | PARK CIRCLE Co | $8.6M | 171,340 | 0 | no change |
| 455 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $8.5M | 170,000 | 0 | no change |
| 456 | BAR HARBOR WEALTH MANAGEMENT | $8.5M | 169,699 | +2,471 | add |
| 457 | CHOREO, LLC | $8.5M | 169,470 | +1,430 | add |
| 458 | Ascent Group, LLC | $8.5M | 169,344 | +19,876 | add |
| 459 | AG2R LA MONDIALE GESTION D'ACTIFS | $8.5M | 169,204 | −121,657 | trim |
| 460 | Summit Financial, LLC | $8.5M | 168,944 | +44,386 | add |
| 461 | MILLER VALUE PARTNERS, LLC | $8.4M | 168,000 | −30,000 | trim |
| 462 | SFMG, LLC | $8.4M | 167,786 | −2,735 | trim |
| 463 | Sowell Financial Services LLC | $8.4M | 167,005 | −6,999 | trim |
| 464 | BURNEY CO/ | $8.3M | 165,557 | −24,175 | trim |
| 465 | XTX Topco Ltd | $8.3M | 165,141 | +99,072 | add |
| 466 | Empirical Finance, LLC | $8.1M | 162,216 | −219 | trim |
| 467 | FIL Ltd | $8.1M | 161,380 | +72,477 | add |
| 468 | STANSBERRY ASSET MANAGEMENT, LLC | $8.1M | 161,109 | +5,622 | add |
| 469 | Beacon Harbor Wealth Advisors, Inc. | $8.0M | 159,926 | +5,144 | add |
| 470 | Mutual Advisors, LLC | $8.0M | 159,233 | −23,292 | trim |
| 471 | Kingsview Wealth Management, LLC | $8.0M | 159,147 | −4,264 | trim |
| 472 | Brevan Howard Capital Management LP | $8.0M | 158,769 | +150,183 | add |
| 473 | L & S Advisors Inc | $7.9M | 158,176 | +141,978 | add |
| 474 | AIA Group Ltd | $7.9M | 158,131 | +72,849 | add |
| 475 | Alley Investment Management Company, LLC | $7.9M | 157,896 | +24,565 | add |
| 476 | Linscomb Wealth, Inc. | $7.9M | 157,862 | −37,233 | trim |
| 477 | SUMMITRY LLC | $7.9M | 157,816 | −3,935 | trim |
| 478 | BERKLEY W R CORP | $7.9M | 157,666 | 0 | no change |
| 479 | Global Wealth Management Investment Advisory, Inc. | $7.9M | 157,102 | −747 | trim |
| 480 | Envestnet Portfolio Solutions, Inc. | $7.9M | 156,451 | −54,426 | trim |
| 481 | Saudi Central Bank | $7.8M | 155,633 | +155,633 | new |
| 482 | Prospera Financial Services Inc | $7.7M | 154,310 | +7,868 | add |
| 483 | EAGLE ROCK INVESTMENT COMPANY, LLC | $7.7M | 154,335 | +20 | add |
| 484 | Stablepoint Partners, LLC | $7.7M | 154,137 | +23,554 | add |
| 485 | Geneos Wealth Management Inc. | $7.7M | 153,514 | +14,106 | add |
| 486 | KING LUTHER CAPITAL MANAGEMENT CORP | $7.7M | 153,291 | −8,620 | trim |
| 487 | FULTON BANK, N.A. | $7.7M | 153,239 | +18,057 | add |
| 488 | Y-Intercept (Hong Kong) Ltd | $7.7M | 153,032 | +123,664 | add |
| 489 | Vise Technologies, Inc. | $7.6M | 186,136 | 0 | no change |
| 490 | GLOBALT Investments LLC / GA | $7.5M | 150,386 | −2,079 | trim |
| 491 | EP Wealth Advisors, LLC | $7.5M | 150,007 | −3,811 | trim |
| 492 | CENTRAL TRUST Co | $7.5M | 149,988 | −3,320 | trim |
| 493 | Patriot Financial Group Insurance Agency, LLC | $7.5M | 149,736 | +97,989 | add |
| 494 | Caprock Group, LLC | $7.4M | 148,104 | +22,902 | add |
| 495 | WealthPlan Investment Management, LLC | $7.4M | 147,635 | −14,862 | trim |
| 496 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.4M | 146,923 | +4,925 | add |
| 497 | KEATING INVESTMENT COUNSELORS INC | $7.3M | 146,376 | −2,528 | trim |
| 498 | BFSG, LLC | $7.3M | 145,970 | +13,127 | add |
| 499 | Summit Trail Advisors, LLC | $7.3M | 145,515 | +28,556 | add |
| 500 | Columbia Asset Management | $7.3M | 145,152 | −1,661 | trim |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · VZ
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 1 Alan Armstrong R–OK $1K–$15K
- Sellers
- 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 3 Gotham Asset Management, Bridgewater Associates, Soros Fund Management $58.6M held
- Trimming
- 3 Miller Value Partners, Caxton Associates, Moore Capital Management $9.8M held
new + add vs trim + exit, by shares · $ = reported value now, not the change · VERIZON COMMUNICATIONS INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-04 | Gilbert Ray Cisneros, Jr. Congress | Sale | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | Purchase | $1K–$15K |
| 2026-05-15 | Gotham Asset Management 13F | add | +276,006 sh |
| 2026-05-15 | Bridgewater Associates 13F | add | +310,160 sh |
| 2026-05-15 | Soros Fund Management 13F | new | +43,292 sh |
| 2026-05-15 | Miller Value Partners 13F | trim | −30,000 sh |
| 2026-05-15 | Moore Capital Management 13F | exit | −493,124 sh |
| 2026-05-14 | Caxton Associates 13F | trim | −39,813 sh |
8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
73 members of Congress disclosed VZ — the congressional view ↗