Who holds XOMticker 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 ↗
4,224
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$440B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,898
addsholders whose share count rose or who opened the position (new + add), by shares
233
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. | $54.8B | 322,741,137 | +11,518,718 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $46.0B | 271,198,613 | — | no prior |
| 3 | STATE STREET CORP | $36.3B | 213,904,380 | +8,790,138 | add |
| 4 | FMR LLC | $23.8B | 140,010,460 | +8,288,753 | add |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.6B | 115,629,047 | — | no prior |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $16.1B | 95,478,649 | −444,605 | trim |
| 7 | JPMORGAN CHASE & CO | $14.7B | 85,599,509 | +15,223,344 | add |
| 8 | MORGAN STANLEY | $12.2B | 71,718,998 | −2,738,857 | trim |
| 9 | BANK OF AMERICA CORP /DE/ | $11.6B | 68,483,813 | −6,668,553 | trim |
| 10 | Bank of New York Mellon Corp | $7.5B | 44,289,134 | −2,316,219 | trim |
| 11 | NORTHERN TRUST CORP | $7.3B | 42,776,808 | −238,098 | trim |
| 12 | FRANKLIN RESOURCES INC | $7.0B | 41,459,896 | −527,443 | trim |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8B | 34,236,797 | +146,208 | add |
| 14 | Capital Research Global Investors | $5.7B | 33,701,474 | +243,032 | add |
| 15 | Fisher Asset Management, LLC | $5.5B | 32,282,677 | +784,825 | add |
| 16 | GOLDMAN SACHS GROUP INC | $5.4B | 32,037,810 | +5,832,752 | add |
| 17 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $5.2B | 30,520,300 | 0 | no change |
| 18 | DIMENSIONAL FUND ADVISORS LP | $4.8B | 28,364,314 | +1,540,902 | add |
| 19 | Amundi | $4.2B | 24,511,156 | +1,192,386 | add |
| 20 | VANGUARD FIDUCIARY TRUST CO | $4.0B | 23,518,771 | — | no prior |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | $3.8B | 22,508,874 | +1,552,661 | add |
| 22 | Nuveen, LLC | $3.5B | 20,880,202 | +1,054,531 | add |
| 23 | Legal & General Group Plc | $3.3B | 19,438,857 | −453,161 | trim |
| 24 | AMERIPRISE FINANCIAL INC | $3.3B | 19,285,051 | −3,900,633 | trim |
| 25 | ROYAL BANK OF CANADA | $3.2B | 18,919,624 | −280,416 | trim |
| 26 | Invesco Ltd. | $3.2B | 18,893,575 | +1,526,217 | add |
| 27 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $3.0B | 17,922,157 | −1,333,398 | trim |
| 28 | UBS Group AG | $2.7B | 16,122,823 | +1,013,392 | add |
| 29 | Capital International Investors | $2.7B | 15,945,694 | −8,047,851 | trim |
| 30 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.7B | 15,826,213 | −171,119 | trim |
| 31 | WELLS FARGO & COMPANY/MN | $2.2B | 12,998,435 | +10,764 | add |
| 32 | Swiss National Bank | $2.1B | 12,376,418 | +693,800 | add |
| 33 | DEUTSCHE BANK AG\ | $2.0B | 12,014,229 | +1,732,322 | add |
| 34 | Capital World Investors | $1.8B | 10,444,549 | +5,651,424 | add |
| 35 | Mitsubishi UFJ Asset Management Co., Ltd. | $1.6B | 9,531,251 | +560,416 | add |
| 36 | National Pension Service | $1.6B | 9,497,753 | +9,497,753 | new |
| 37 | Sumitomo Mitsui Trust Group, Inc. | $1.6B | 9,352,140 | −547,794 | trim |
| 38 | Vanguard Global Advisers, LLC | $1.6B | 9,248,424 | — | no prior |
| 39 | HSBC HOLDINGS PLC | $1.4B | 8,499,125 | −8,981,961 | trim |
| 40 | RAYMOND JAMES FINANCIAL INC | $1.4B | 8,490,149 | −549,391 | trim |
| 41 | FAYEZ SAROFIM & CO | $1.4B | 8,036,288 | −216,129 | trim |
| 42 | VANGUARD ASSET MANAGEMENT, Ltd | $1.3B | 7,945,354 | — | no prior |
| 43 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $1.3B | 7,823,133 | −127,552 | trim |
| 44 | CANADA PENSION PLAN INVESTMENT BOARD | $1.3B | 7,431,709 | +388,396 | add |
| 45 | BARCLAYS PLC | $1.2B | 7,215,980 | +555,873 | add |
| 46 | HighTower Advisors, LLC | $1.2B | 7,188,999 | −884,035 | trim |
| 47 | LPL Financial LLC | $1.2B | 7,125,105 | −198,591 | trim |
| 48 | ALLIANCEBERNSTEIN L.P. | $1.2B | 9,982,243 | +2,742,964 | add |
| 49 | Clearbridge Investments, LLC | $1.2B | 6,905,317 | −2,099,726 | trim |
| 50 | GQG Partners LLC | $1.1B | 6,663,103 | −2,052,453 | trim |
| 51 | Neuberger Berman Group LLC | $1.1B | 6,265,593 | −599,898 | trim |
| 52 | First Eagle Investment Management, LLC | $1.1B | 6,237,614 | −1,516,212 | trim |
| 53 | FIRST TRUST ADVISORS LP | $1.0B | 6,182,355 | −397,193 | trim |
| 54 | PRINCIPAL FINANCIAL GROUP INC | $1.0B | 6,099,948 | −410,557 | trim |
| 55 | TD ASSET MANAGEMENT INC | $950M | 5,600,959 | +814,152 | add |
| 56 | ENVESTNET ASSET MANAGEMENT INC | $906M | 5,342,655 | +205,197 | add |
| 57 | AMERICAN CENTURY COMPANIES INC | $892M | 5,256,636 | −29,929 | trim |
| 58 | BANK OF MONTREAL /CAN/ | $863M | 5,086,595 | −477,139 | trim |
| 59 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $830M | 4,890,283 | −199,685 | trim |
| 60 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $766M | 4,516,943 | +4,516,943 | new |
| 61 | Holocene Advisors, LP | $727M | 4,286,475 | +1,966,720 | add |
| 62 | PRUDENTIAL FINANCIAL INC | $711M | 4,188,636 | −752,410 | trim |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | $710M | 4,183,203 | +75,200 | add |
| 64 | Ninety One UK Ltd | $698M | 4,115,520 | +1,342,230 | add |
| 65 | CIBC Bancorp USA Inc. | $693M | 4,085,068 | — | no prior |
| 66 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $688M | 4,052,608 | −88,702 | trim |
| 67 | Ensign Peak Advisors, Inc | $681M | 4,015,899 | −60,323 | trim |
| 68 | AQR CAPITAL MANAGEMENT LLC | $652M | 3,843,925 | −140,652 | trim |
| 69 | CITIGROUP INC | $648M | 3,818,445 | +588,665 | add |
| 70 | STIFEL FINANCIAL CORP | $633M | 3,729,167 | −263,056 | trim |
| 71 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $633M | 3,728,379 | −88,459 | trim |
| 72 | AVIVA PLC | $630M | 3,714,322 | +106,739 | add |
| 73 | MACKENZIE FINANCIAL CORP | $621M | 3,662,146 | +581,134 | add |
| 74 | VICTORY CAPITAL MANAGEMENT INC | $594M | 3,503,807 | −588,930 | trim |
| 75 | SCHRODER INVESTMENT MANAGEMENT GROUP | $577M | 3,400,741 | +425,632 | add |
| 76 | FIFTH THIRD BANCORP | $572M | 3,371,424 | +1,307,465 | add |
| 77 | VOYA INVESTMENT MANAGEMENT LLC | $564M | 3,325,806 | +1,645,261 | add |
| 78 | US BANCORP \DE\ | $562M | 3,311,157 | −78,597 | trim |
| 79 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $553M | 3,257,803 | −142,982 | trim |
| 80 | Corient Private Wealth LLC | $538M | 3,236,241 | −4,403,416 | trim |
| 81 | Russell Investments Group, Ltd. | $510M | 3,058,580 | +15,584 | add |
| 82 | Focus Partners Wealth | $503M | 2,968,005 | +19,572 | add |
| 83 | JONES FINANCIAL COMPANIES LLLP | $499M | 2,917,317 | +2,189,381 | add |
| 84 | Korea Investment CORP | $496M | 2,921,734 | −177,586 | trim |
| 85 | Mariner, LLC | $438M | 2,583,593 | +28,280 | add |
| 86 | 1832 Asset Management L.P. | $430M | 2,536,468 | +1,569,571 | add |
| 87 | Assenagon Asset Management S.A. | $413M | 2,432,116 | +1,171,398 | add |
| 88 | Quantinno Capital Management LP | $407M | 2,398,418 | +428,431 | add |
| 89 | Cetera Investment Advisers | $404M | 2,381,079 | +20,773 | add |
| 90 | Mitsubishi UFJ Trust & Banking Corp | $388M | 2,289,094 | −2,416 | trim |
| 91 | STATE OF WISCONSIN INVESTMENT BOARD | $383M | 2,257,774 | +49,210 | add |
| 92 | OSAIC HOLDINGS, INC. | $383M | 2,256,747 | +130,545 | add |
| 93 | ROYAL LONDON ASSET MANAGEMENT LTD | $380M | 2,238,022 | −12,656 | trim |
| 94 | Creative Planning | $379M | 2,234,969 | +210,847 | add |
| 95 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $376M | 2,218,922 | −442,800 | trim |
| 96 | Cerity Partners LLC | $372M | 2,191,719 | +97,576 | add |
| 97 | NOMURA ASSET MANAGEMENT CO LTD | $370M | 2,180,052 | −51,297 | trim |
| 98 | Chevy Chase Trust Holdings, LLC | $368M | 2,170,102 | −91,856 | trim |
| 99 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $362M | 2,136,316 | +43,683 | add |
| 100 | LAZARD ASSET MANAGEMENT LLC | $356M | 2,095,426 | −38,986 | trim |
| 101 | COMMONWEALTH EQUITY SERVICES, LLC | $354M | 2,086,375 | −68,465 | trim |
| 102 | Bank Julius Baer & Co. Ltd, Zurich | $350M | 2,057,493 | +28,964 | add |
| 103 | Rockefeller Capital Management L.P. | $347M | 2,043,449 | +119,509 | add |
| 104 | TRUIST FINANCIAL CORP | $344M | 2,028,907 | −132,417 | trim |
| 105 | CIBC WORLD MARKET INC. | $336M | 1,982,781 | −94,359 | trim |
| 106 | SEI INVESTMENTS CO | $335M | 1,975,677 | +479,017 | add |
| 107 | Vanguard Investments Australia, Ltd. | $334M | 1,967,801 | — | no prior |
| 108 | Asset Management One Co., Ltd. | $331M | 1,950,672 | +31,885 | add |
| 109 | HUNTINGTON NATIONAL BANK | $329M | 1,938,768 | +127,245 | add |
| 110 | MILLENNIUM MANAGEMENT LLC | $329M | 1,936,937 | +1,091,387 | add |
| 111 | ProShare Advisors LLC | $328M | 1,932,789 | −302,684 | trim |
| 112 | Universal- Beteiligungs- und Servicegesellschaft mbH | $326M | 1,928,030 | +129,852 | add |
| 113 | Zurcher Kantonalbank (Zurich Cantonalbank) | $319M | 1,882,658 | +1,882,658 | new |
| 114 | BROWN ADVISORY INC | $313M | 1,846,002 | −21,891 | trim |
| 115 | FEDERATED HERMES, INC. | $313M | 1,843,636 | −2,933,919 | trim |
| 116 | Aberdeen Group plc | $310M | 1,824,510 | +75,654 | add |
| 117 | BOKF, NA | $309M | 1,821,309 | +222 | add |
| 118 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $308M | 1,812,642 | +335,945 | add |
| 119 | KLP KAPITALFORVALTNING AS | $305M | 1,800,036 | +40,300 | add |
| 120 | BNP Paribas Asset Management Holding S.A. | $303M | 1,789,721 | −231,293 | trim |
| 121 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $303M | 1,784,911 | −196,542 | trim |
| 122 | Robeco Institutional Asset Management B.V. | $302M | 1,779,562 | +270,980 | add |
| 123 | PANAGORA ASSET MANAGEMENT INC | $300M | 1,768,403 | +300,073 | add |
| 124 | Empower Advisory Group, LLC | $298M | 1,754,841 | +58,665 | add |
| 125 | M&T BANK CORP | $297M | 1,750,248 | −93,408 | trim |
| 126 | REGIONS FINANCIAL CORP | $295M | 1,738,245 | −57,364 | trim |
| 127 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $295M | 1,736,634 | +11,183 | add |
| 128 | COMMERCE BANK | $283M | 1,669,788 | +149,761 | add |
| 129 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $276M | 1,828,424 | −793,793 | trim |
| 130 | KING LUTHER CAPITAL MANAGEMENT CORP | $271M | 1,599,337 | −65,658 | trim |
| 131 | NewEdge Advisors, LLC | $267M | 1,575,169 | −230,336 | trim |
| 132 | MERCER GLOBAL ADVISORS INC /ADV | $267M | 1,574,584 | +70,990 | add |
| 133 | Pictet Asset Management Holding SA | $267M | 1,570,772 | −149,955 | trim |
| 134 | GREAT LAKES ADVISORS, LLC | $256M | 1,509,251 | +54,437 | add |
| 135 | ZACKS INVESTMENT MANAGEMENT | $255M | 1,505,905 | −21,710 | trim |
| 136 | Cullen Capital Management, LLC | $254M | 1,499,613 | −193,525 | trim |
| 137 | WORLDQUANT MILLENNIUM ADVISORS LLC | $253M | 1,491,304 | −58,287 | trim |
| 138 | NATIONAL BANK OF CANADA /FI/ | $250M | 1,472,420 | −945,371 | trim |
| 139 | BAHL & GAYNOR INC | $248M | 1,464,635 | +49,522 | add |
| 140 | State of New Jersey Common Pension Fund D | $246M | 1,447,521 | −13,028 | trim |
| 141 | KEYBANK NATIONAL ASSOCIATION/OH | $241M | 1,420,818 | +542 | add |
| 142 | MACQUARIE GROUP LTD | $240M | 1,414,465 | −81,601 | trim |
| 143 | CIBC Asset Management Inc | $239M | 1,408,960 | −16,566 | trim |
| 144 | Retirement Systems of Alabama | $238M | 1,401,008 | −9,693 | trim |
| 145 | Tidal Investments LLC | $237M | 1,390,707 | +914,253 | add |
| 146 | Resona Asset Management Co.,Ltd. | $236M | 1,388,031 | +9,381 | add |
| 147 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $234M | 1,380,382 | +114,748 | add |
| 148 | Baird Financial Group, Inc. | $230M | 1,356,023 | +1,356,023 | new |
| 149 | ADAMS NATURAL RESOURCES FUND, INC. | $226M | 1,334,555 | +16,500 | add |
| 150 | NORDEA INVESTMENT MANAGEMENT AB | $226M | 1,299,120 | +81,961 | add |
| 151 | TEACHER RETIREMENT SYSTEM OF TEXAS | $224M | 1,322,843 | −29,996 | trim |
| 152 | CITADEL ADVISORS LLC | $222M | 1,307,956 | −879,008 | trim |
| 153 | LOS ANGELES CAPITAL MANAGEMENT LLC | $221M | 1,299,718 | +1,090,637 | add |
| 154 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $220M | 1,294,791 | +387,514 | add |
| 155 | Calamos Advisors LLC | $218M | 1,282,150 | +107,574 | add |
| 156 | TORONTO DOMINION BANK | $208M | 1,228,730 | −177,788 | trim |
| 157 | GLENMEDE TRUST CO NA | $204M | 1,203,541 | −76,471 | trim |
| 158 | JENNISON ASSOCIATES LLC | $204M | 1,202,981 | +169,080 | add |
| 159 | DnB Asset Management AS | $201M | 1,182,418 | +107,155 | add |
| 160 | Arizona State Retirement System | $196M | 1,155,274 | −51,872 | trim |
| 161 | Czech National Bank | $193M | 1,138,133 | +26,130 | add |
| 162 | STATE OF MICHIGAN RETIREMENT SYSTEM | $185M | 1,091,718 | −12,300 | trim |
| 163 | NISA INVESTMENT ADVISORS, LLC | $182M | 1,073,169 | −67,980 | trim |
| 164 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $181M | 1,068,757 | +432,582 | add |
| 165 | DOLIVER ADVISORS, LP | $179M | 1,053,078 | −19,614 | trim |
| 166 | CWM, LLC | $175M | 1,030,824 | −23,056 | trim |
| 167 | Sanctuary Advisors, LLC | $174M | 1,025,623 | −22,786 | trim |
| 168 | Employees Provident Fund Board | $172M | 1,013,354 | −972,436 | trim |
| 169 | Empowered Funds, LLC | $171M | 1,010,670 | −56,663 | trim |
| 170 | Connor, Clark & Lunn Investment Management Ltd. | $170M | 1,003,872 | −555,552 | trim |
| 171 | AE Wealth Management LLC | $170M | 1,002,282 | +32,872 | add |
| 172 | DAVENPORT & Co LLC | $166M | 976,268 | −29,195 | trim |
| 173 | MetLife Investment Management, LLC | $166M | 977,222 | −33,862 | trim |
| 174 | EP Wealth Advisors, LLC | $166M | 976,115 | −29,159 | trim |
| 175 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $165M | 973,468 | −7,468 | trim |
| 176 | Squarepoint Ops LLC | $165M | 971,988 | −1,140,398 | trim |
| 177 | HOMESTEAD ADVISERS CORP | $163M | 957,108 | +144,200 | add |
| 178 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $162M | 955,700 | −117,980 | trim |
| 179 | Clark Capital Management Group, Inc. | $161M | 949,998 | +5,932 | add |
| 180 | BLAIR WILLIAM & CO/IL | $161M | 946,386 | −21,751 | trim |
| 181 | Mirae Asset Global Investments Co., Ltd. | $160M | 944,207 | +115,693 | add |
| 182 | D. E. Shaw & Co., Inc. | $157M | 924,250 | −21,487 | trim |
| 183 | Compagnie Lombard Odier SCmA | $157M | 923,078 | +806,326 | add |
| 184 | Allspring Global Investments Holdings, LLC | $155M | 962,709 | −113,473 | trim |
| 185 | TD Waterhouse Canada Inc. | $154M | 960,087 | +748,537 | add |
| 186 | Mizuho Markets Cayman LP | $149M | 880,159 | −491,209 | trim |
| 187 | Castle Hook Partners LP | $148M | 870,188 | +870,188 | new |
| 188 | Swiss Life Asset Management Ltd | $145M | 855,811 | +112,419 | add |
| 189 | Allianz Asset Management GmbH | $142M | 839,455 | +11,517 | add |
| 190 | IFM Investors Pty Ltd | $141M | 832,489 | +33,726 | add |
| 191 | FIL Ltd | $140M | 825,394 | +42,909 | add |
| 192 | Woodline Partners LP | $139M | 820,025 | +99,653 | add |
| 193 | Zurich Insurance Group Ltd/FI | $138M | 813,402 | −75,959 | trim |
| 194 | LGT Group Foundation | $137M | 806,314 | +122,827 | add |
| 195 | AlTi Global, Inc. | $136M | 800,276 | −164,618 | trim |
| 196 | CAPITAL ADVISORS INC/OK | $134M | 790,896 | +15,498 | add |
| 197 | Pinnacle Financial Partners, Inc. | $134M | 790,463 | −20,102 | trim |
| 198 | Kestra Advisory Services, LLC | $133M | 781,910 | +130,978 | add |
| 199 | BRADLEY FOSTER & SARGENT INC/CT | $133M | 781,581 | +27,494 | add |
| 200 | Daiwa Securities Group Inc. | $132M | 778,677 | +28,419 | add |
| 201 | Eurizon Capital SGR S.p.A. | $126M | 737,162 | −58,881 | trim |
| 202 | &PARTNERS | $121M | 714,951 | −3,923 | trim |
| 203 | Sumitomo Mitsui DS Asset Management Company, Ltd | $121M | 712,349 | −9,959 | trim |
| 204 | Midwest Trust Co | $121M | 710,969 | +26,411 | add |
| 205 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $120M | 708,646 | +53,587 | add |
| 206 | Sequoia Financial Advisors, LLC | $119M | 700,935 | +24,541 | add |
| 207 | MML INVESTORS SERVICES, LLC | $118M | 695,664 | −118,839 | trim |
| 208 | EASTERN BANK | $118M | 694,240 | +16,956 | add |
| 209 | GATEWAY INVESTMENT ADVISERS LLC | $117M | 688,712 | −146,018 | trim |
| 210 | Utah Retirement Systems | $117M | 686,886 | −23,310 | trim |
| 211 | QRG CAPITAL MANAGEMENT, INC. | $116M | 683,407 | +82,314 | add |
| 212 | Lido Advisors, LLC | $116M | 682,729 | −54,447 | trim |
| 213 | XPONANCE LLC | $116M | 681,406 | +91,648 | add |
| 214 | FACTORY MUTUAL INSURANCE CO | $115M | 680,654 | +17,650 | add |
| 215 | Linscomb Wealth, Inc. | $115M | 677,838 | +278,533 | add |
| 216 | BALYASNY ASSET MANAGEMENT L.P. | $115M | 675,678 | +106,067 | add |
| 217 | Private Advisor Group, LLC | $114M | 669,612 | +77,011 | add |
| 218 | Rafferty Asset Management, LLC | $113M | 665,983 | −48,154 | trim |
| 219 | Varma Mutual Pension Insurance Co | $112M | 662,803 | 0 | no change |
| 220 | Mediolanum International Funds Ltd | $112M | 651,596 | +58,713 | add |
| 221 | Janus Henderson Group Ltd. | $110M | 650,132 | +172,114 | add |
| 222 | Mondrian Investment Partners LTD | $110M | 647,827 | −13,388 | trim |
| 223 | BANK OF NOVA SCOTIA | $107M | 630,415 | −716,342 | trim |
| 224 | Rakuten Investment Management, Inc. | $107M | 622,111 | +65,392 | add |
| 225 | ATALANTA SOSNOFF CAPITAL, LLC | $106M | 624,095 | +285,219 | add |
| 226 | Beacon Pointe Advisors, LLC | $106M | 622,014 | +134,357 | add |
| 227 | NEOS Investment Management LLC | $105M | 620,322 | +41,309 | add |
| 228 | PZENA INVESTMENT MANAGEMENT LLC | $105M | 617,144 | −43,595 | trim |
| 229 | Quilter Plc | $104M | 613,652 | −5,434 | trim |
| 230 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $104M | 610,482 | −145,905 | trim |
| 231 | Boston Trust Walden Corp | $103M | 606,423 | −50,504 | trim |
| 232 | FIDUCIARY TRUST CO | $100M | 591,318 | −23,217 | trim |
| 233 | ARGENT CAPITAL MANAGEMENT LLC | $99.7M | 587,429 | −54,526 | trim |
| 234 | BENJAMIN EDWARDS INC | $99.3M | 585,046 | −28,926 | trim |
| 235 | Banco Santander, S.A. | $99.2M | 584,545 | +78,576 | add |
| 236 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $98.4M | 580,275 | +2,379 | add |
| 237 | WESTWOOD HOLDINGS GROUP INC | $98.0M | 577,617 | −66,499 | trim |
| 238 | Steward Partners Investment Advisory, LLC | $97.6M | 575,463 | +35,888 | add |
| 239 | Vanguard Personalized Indexing Management, LLC | $96.8M | 570,305 | +33,154 | add |
| 240 | MAI Capital Management | $95.0M | 559,821 | +3,462 | add |
| 241 | YOUSIF CAPITAL MANAGEMENT, LLC | $94.2M | 555,364 | −35,441 | trim |
| 242 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $93.1M | 548,671 | +2,402 | add |
| 243 | HANCOCK WHITNEY CORP | $92.4M | 566,310 | +566,310 | new |
| 244 | WATERS PARKERSON & CO., LLC | $92.0M | 542,367 | −4,637 | trim |
| 245 | Pathstone Holdings, LLC | $91.0M | 536,617 | −5,368 | trim |
| 246 | ASSOCIATED BANC-CORP | $91.0M | 536,196 | −3,439 | trim |
| 247 | Rossmore Private Capital | $90.0M | 530,457 | −6,855 | trim |
| 248 | Welch Group, LLC | $89.0M | 524,383 | −23,963 | trim |
| 249 | Vest Financial, LLC | $85.6M | 504,458 | −30,267 | trim |
| 250 | Wealthfront Advisers LLC | $84.9M | 500,455 | +37,414 | add |
| 251 | Quotient Wealth Partners, LLC | $84.7M | 499,355 | −84,801 | trim |
| 252 | Aptus Capital Advisors, LLC | $83.8M | 493,998 | −24,605 | trim |
| 253 | ASSETMARK, INC | $83.5M | 492,309 | +37,666 | add |
| 254 | Aware Super Pty Ltd as trustee of Aware Super | $82.5M | 486,499 | — | no prior |
| 255 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $81.2M | 478,500 | −4,422 | trim |
| 256 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $80.3M | 473,276 | +167,867 | add |
| 257 | Americana Partners, LLC | $80.2M | 472,674 | +25,632 | add |
| 258 | OP Asset Management Ltd | $79.7M | 469,899 | — | no prior |
| 259 | ING GROEP NV | $79.0M | 465,592 | +465,592 | new |
| 260 | Douglas Lane & Associates, LLC | $78.3M | 461,527 | −12,341 | trim |
| 261 | CREDIT AGRICOLE S A | $77.9M | 459,253 | −393,229 | trim |
| 262 | Vontobel Holding Ltd. | $77.4M | 456,064 | +182,679 | add |
| 263 | Illinois Municipal Retirement Fund | $76.2M | 448,908 | −3,805 | trim |
| 264 | DAVIS R M INC | $76.0M | 447,968 | +365 | add |
| 265 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $75.4M | 444,415 | −8,333 | trim |
| 266 | Philip James Wealth Mangement, LLC | $74.7M | 440,240 | −22,570 | trim |
| 267 | CI INVESTMENTS INC. | $72.4M | 426,672 | −14,662 | trim |
| 268 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $71.8M | 423,015 | −60,742 | trim |
| 269 | FOUNDATION RESOURCE MANAGEMENT INC | $71.6M | 421,849 | −550 | trim |
| 270 | D.A. DAVIDSON & CO. | $71.3M | 420,031 | −6,710 | trim |
| 271 | Prospera Financial Services Inc | $70.2M | 413,557 | −3,989 | trim |
| 272 | American Assets Investment Management, LLC | $69.6M | 410,000 | 0 | no change |
| 273 | Capital International, Inc./CA/ | $69.4M | 409,279 | +67,503 | add |
| 274 | IEQ CAPITAL, LLC | $68.3M | 402,668 | −8,609 | trim |
| 275 | Vestmark Advisory Solutions, Inc. | $68.1M | 401,666 | +107,435 | add |
| 276 | UMB Bank, n.a. | $67.6M | 398,629 | −9,775 | trim |
| 277 | GUGGENHEIM CAPITAL LLC | $67.2M | 396,300 | −28,860 | trim |
| 278 | Boston Partners | $67.0M | 394,898 | −21,523 | trim |
| 279 | Allworth Financial LP | $66.5M | 391,970 | +12,001 | add |
| 280 | ELEVATION POINT WEALTH PARTNERS, LLC | $65.8M | 387,890 | +119,840 | add |
| 281 | Merit Financial Group, LLC | $65.4M | 385,315 | +38,020 | add |
| 282 | MEYER HANDELMAN CO | $64.7M | 381,507 | −1,180 | trim |
| 283 | Investment Management Corp of Ontario | $63.1M | 371,631 | −11,659 | trim |
| 284 | Mill Capital Management, LLC | $62.1M | 365,801 | −80 | trim |
| 285 | Crossmark Global Holdings, Inc. | $61.5M | 362,523 | — | no prior |
| 286 | Candriam S.C.A. | $60.3M | 355,510 | +9,689 | add |
| 287 | Waverly Advisors, LLC | $60.3M | 355,189 | +29,390 | add |
| 288 | Federation des caisses Desjardins du Quebec | $60.1M | 354,155 | +77,709 | add |
| 289 | Henshaw Capital LLC | $59.7M | 352,025 | — | no prior |
| 290 | HB Wealth Management, LLC | $59.2M | 348,977 | +20,086 | add |
| 291 | J.W. COLE ADVISORS, INC. | $58.3M | 343,478 | −1,668 | trim |
| 292 | Grantham, Mayo, Van Otterloo & Co. LLC | $57.0M | 336,121 | −54,340 | trim |
| 293 | Cresset Asset Management, LLC | $56.9M | 335,383 | −16,638 | trim |
| 294 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $56.5M | 370,634 | +1,330 | add |
| 295 | WESBANCO BANK INC | $56.5M | 332,991 | +1,350 | add |
| 296 | BancFirst Trust & Investment Management | $56.4M | 329,155 | −126 | trim |
| 297 | Elo Mutual Pension Insurance Co | $55.7M | 328,448 | −114,201 | trim |
| 298 | Jain Global LLC | $55.3M | 326,097 | +326,097 | new |
| 299 | Dakota Wealth Management | $55.3M | 326,055 | −10,059 | trim |
| 300 | Ruffer LLP | $54.7M | 321,706 | +1,625 | add |
| 301 | Meridian Wealth Advisors, LLC | $54.7M | 322,172 | +8,312 | add |
| 302 | RWWM, Inc. | $54.5M | 321,503 | −73,970 | trim |
| 303 | STEPHENS INC /AR/ | $53.0M | 311,896 | −38,580 | trim |
| 304 | Dai-ichi Life Insurance Company, Ltd | $52.7M | 310,792 | +2,757 | add |
| 305 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $52.3M | 308,090 | +170,210 | add |
| 306 | Chicago Capital, LLC | $51.9M | 305,727 | −1,028 | trim |
| 307 | OSSIAM | $51.7M | 304,874 | +238,540 | add |
| 308 | ABN AMRO INVESTMENT SOLUTIONS | $51.3M | 302,580 | +147,226 | add |
| 309 | Gotham Asset Management, LLC | $51.1M | 301,197 | +46,502 | add |
| 310 | RWA WEALTH PARTNERS, LLC | $50.8M | 299,225 | +27,285 | add |
| 311 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $50.5M | 297,404 | +11,027 | add |
| 312 | U.S. Capital Wealth Advisors, LLC | $50.2M | 295,742 | −11,561 | trim |
| 313 | ROCKLAND TRUST CO | $50.1M | 295,392 | −11,324 | trim |
| 314 | UniSuper Management Pty Ltd | $49.9M | 294,145 | −403 | trim |
| 315 | Wilmington Savings Fund Society, FSB | $49.7M | 292,661 | −7,830 | trim |
| 316 | CENTRAL TRUST Co | $49.5M | 291,679 | −5,612 | trim |
| 317 | MILLER WEALTH ADVISORS, LLC | $49.5M | 291,513 | −2,474 | trim |
| 318 | Glenview Trust Co | $49.3M | 290,693 | +184 | add |
| 319 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $49.1M | 289,161 | −6,228 | trim |
| 320 | Metis Global Partners, LLC | $49.0M | 289,025 | −5,979 | trim |
| 321 | EXCHANGE TRADED CONCEPTS, LLC | $48.6M | 286,636 | −106,415 | trim |
| 322 | Independent Advisor Alliance | $48.4M | 285,540 | −343 | trim |
| 323 | World Investment Advisors | $48.4M | 285,415 | −17,721 | trim |
| 324 | WELCH & FORBES LLC | $48.4M | 284,982 | −4,032 | trim |
| 325 | HM PAYSON & CO | $48.3M | 284,948 | −54,044 | trim |
| 326 | Concurrent Investment Advisors, LLC | $48.1M | 283,419 | +7,776 | add |
| 327 | Vinva Investment Management Ltd | $47.8M | 278,762 | +72,811 | add |
| 328 | EDGAR LOMAX CO/VA | $47.8M | 281,612 | +38,450 | add |
| 329 | Integrated Wealth Concepts LLC | $47.2M | 278,271 | +116,500 | add |
| 330 | MARTINGALE ASSET MANAGEMENT L P | $46.9M | 276,516 | −38,887 | trim |
| 331 | MARSHALL WACE, LLP | $46.7M | 275,000 | −460,000 | trim |
| 332 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $46.7M | 275,000 | 0 | no change |
| 333 | KESTRA PRIVATE WEALTH SERVICES, LLC | $46.6M | 274,673 | +274,673 | new |
| 334 | Savant Capital, LLC | $46.6M | 274,395 | −4,332 | trim |
| 335 | Hudson Bay Capital Management LP | $46.4M | 273,259 | +280 | add |
| 336 | BAXTER BROS INC | $46.3M | 273,020 | −2,578 | trim |
| 337 | OPPENHEIMER & CO INC | $46.1M | 271,775 | −34,587 | trim |
| 338 | Vident Advisory, LLC | $46.0M | 271,298 | +43,450 | add |
| 339 | BROWN BROTHERS HARRIMAN & CO | $45.8M | 270,246 | +55,105 | add |
| 340 | DEARBORN PARTNERS LLC | $45.7M | 269,535 | −25,338 | trim |
| 341 | FLOSSBACH VON STORCH SE | $45.7M | 269,368 | −40,018 | trim |
| 342 | Randolph Co Inc | $45.7M | 269,347 | −2,133 | trim |
| 343 | Energy Income Partners, LLC | $45.6M | 268,676 | −402,132 | trim |
| 344 | JANE STREET GROUP, LLC | $45.5M | 268,269 | −706,791 | trim |
| 345 | PARSONS CAPITAL MANAGEMENT INC/RI | $45.4M | 267,579 | +6,813 | add |
| 346 | FARMERS & MERCHANTS INVESTMENTS INC | $45.3M | 267,283 | +1,833 | add |
| 347 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $45.2M | 266,328 | −35,947 | trim |
| 348 | Orion Porfolio Solutions, LLC | $45.1M | 266,109 | −47,159 | trim |
| 349 | DEPRINCE RACE & ZOLLO INC | $44.9M | 264,700 | −30,695 | trim |
| 350 | Clearstead Advisors, LLC | $44.9M | 264,667 | +29,153 | add |
| 351 | CONNING INC. | $43.8M | 258,374 | −44,899 | trim |
| 352 | Aristotle Atlantic Partners, LLC | $43.7M | 257,482 | +6,000 | add |
| 353 | NOMURA HOLDINGS INC | $43.3M | 255,386 | +221,872 | add |
| 354 | OMERS ADMINISTRATION Corp | $43.0M | 253,403 | +66,245 | add |
| 355 | MIZUHO SECURITIES USA LLC | $42.9M | 252,639 | −54,427 | trim |
| 356 | Stratos Wealth Partners, LTD. | $42.7M | 251,858 | −24,174 | trim |
| 357 | DAYMARK WEALTH PARTNERS, LLC | $42.5M | 250,711 | −6,677 | trim |
| 358 | SPROTT INC. | $42.4M | 250,137 | +4,912 | add |
| 359 | PRIMECAP MANAGEMENT CO/CA/ | $42.4M | 249,726 | −15,904 | trim |
| 360 | Argent Trust Co | $41.6M | 245,275 | +1,185 | add |
| 361 | Atlantic Union Bankshares Corp | $41.6M | 245,225 | +5,126 | add |
| 362 | PINNACLE ASSOCIATES LTD | $41.2M | 242,576 | −739 | trim |
| 363 | FIRST CITIZENS BANK & TRUST CO | $41.1M | 242,411 | −2,861 | trim |
| 364 | Atria Investments, Inc | $41.0M | 241,578 | −28,859 | trim |
| 365 | Brookstone Capital Management | $40.6M | 239,023 | −3,328 | trim |
| 366 | HARTFORD INVESTMENT MANAGEMENT CO | $40.4M | 238,208 | −5,334 | trim |
| 367 | Clear Trail Advisors, LLC | $40.1M | 236,612 | −2,114 | trim |
| 368 | HUB Investment Partners, LLC | $40.0M | 235,495 | +43,195 | add |
| 369 | SCOTIA CAPITAL INC. | $39.9M | 234,988 | −3,493 | trim |
| 370 | Avidian Wealth Enterprises, LLC | $39.9M | 234,886 | +31,992 | add |
| 371 | HOWE & RUSLING INC | $39.8M | 234,690 | +2,525 | add |
| 372 | STOCK YARDS BANK & TRUST CO | $39.7M | 234,131 | −9,224 | trim |
| 373 | LUTS & GREENLEIGH GROUP, INC. | $39.6M | 233,646 | −12,036 | trim |
| 374 | Merewether Investment Management, LP | $39.6M | 233,262 | −468,231 | trim |
| 375 | Capital Investment Advisors, LLC | $39.5M | 232,739 | +1,251 | add |
| 376 | CITIZENS FINANCIAL GROUP INC/RI | $39.4M | 232,073 | −5,197 | trim |
| 377 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $39.2M | 231,094 | +624 | add |
| 378 | AIA Group Ltd | $39.2M | 230,838 | +120,398 | add |
| 379 | Jefferies Financial Group Inc. | $39.0M | 229,899 | +91,505 | add |
| 380 | Willis Investment Counsel | $39.0M | 229,781 | +358 | add |
| 381 | OPPENHEIMER ASSET MANAGEMENT INC. | $38.8M | 228,702 | −11,681 | trim |
| 382 | AustralianSuper Pty Ltd | $38.7M | 228,154 | 0 | no change |
| 383 | CULLINAN ASSOCIATES INC | $38.3M | 225,933 | −25,671 | trim |
| 384 | Envestnet Portfolio Solutions, Inc. | $37.8M | 222,997 | −46,146 | trim |
| 385 | AGF MANAGEMENT LTD | $37.5M | 221,012 | −85,381 | trim |
| 386 | Baker Avenue Asset Management, LP | $37.5M | 220,818 | +23,306 | add |
| 387 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $37.3M | 219,980 | +41,434 | add |
| 388 | ARS Wealth Advisors Group, LLC | $37.2M | 219,242 | −479 | trim |
| 389 | Lloyd Harbor Capital Management, LLC | $36.8M | 217,000 | +217,000 | new |
| 390 | Union Bancaire Privee, UBP SA | $36.5M | 226,428 | +99,678 | add |
| 391 | FIRST NATIONAL BANK OF OMAHA | $36.1M | 211,592 | −13,013 | trim |
| 392 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $36.1M | 212,597 | +212,597 | new |
| 393 | Maryland State Retirement & Pension System | $36.1M | 212,591 | +999 | add |
| 394 | Madison Asset Management, LLC | $36.0M | 212,258 | −10,712 | trim |
| 395 | CHILDRESS CAPITAL ADVISORS, LLC | $35.9M | 211,859 | +1,346 | add |
| 396 | Azimuth Capital Investment Management LLC | $35.8M | 211,183 | −7,582 | trim |
| 397 | Busey Bank | $35.7M | 210,367 | −1,629 | trim |
| 398 | OpenArc Corporate Advisory, LLC | $35.4M | 208,717 | +20,417 | add |
| 399 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $35.4M | 208,698 | +5,464 | add |
| 400 | Norinchukin Bank, The | $35.0M | 206,441 | +1,930 | add |
| 401 | BAR HARBOR WEALTH MANAGEMENT | $35.0M | 206,087 | −12,895 | trim |
| 402 | JOHNSON INVESTMENT COUNSEL INC | $34.8M | 205,402 | −9,517 | trim |
| 403 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $34.8M | 205,331 | +4,009 | add |
| 404 | Solus Alternative Asset Management LP | $34.8M | 205,310 | −100,000 | trim |
| 405 | CANANDAIGUA NATIONAL CORP | $34.8M | 205,059 | — | no prior |
| 406 | FIRST NATIONAL TRUST CO | $34.7M | 204,729 | +9,467 | add |
| 407 | Segment Wealth Management, LLC | $34.7M | 204,237 | −1,528 | trim |
| 408 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $34.6M | 203,988 | +203,988 | new |
| 409 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $34.1M | 201,162 | −14,430 | trim |
| 410 | B. Metzler seel. Sohn & Co. AG | $34.0M | 200,608 | +7,453 | add |
| 411 | Diversified Investment Strategies, LLC | $34.0M | 200,154 | −15,164 | trim |
| 412 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $33.5M | 197,174 | +13,375 | add |
| 413 | MATHER GROUP, LLC. | $33.1M | 194,973 | +103,808 | add |
| 414 | GARDNER RUSSO & QUINN LLC | $32.9M | 193,950 | +917 | add |
| 415 | LOWE BROCKENBROUGH & CO INC | $32.8M | 193,040 | −9,104 | trim |
| 416 | Apollon Wealth Management, LLC | $32.5M | 191,458 | −803 | trim |
| 417 | MANNING & NAPIER ADVISORS LLC | $32.3M | 188,653 | −16,096 | trim |
| 418 | Smith Group Asset Management, LLC | $32.1M | 188,977 | +11,951 | add |
| 419 | Moors & Cabot, Inc. | $32.0M | 188,561 | −6,977 | trim |
| 420 | Sagefield Capital LP | $31.8M | 187,545 | −120,725 | trim |
| 421 | Confluence Wealth Services, Inc. | $31.3M | 184,378 | +80,301 | add |
| 422 | NS Partners Ltd | $31.0M | 182,886 | +182,886 | new |
| 423 | CHOREO, LLC | $31.0M | 182,802 | +3,271 | add |
| 424 | Tamar Securities, LLC | $31.0M | 182,458 | +12,730 | add |
| 425 | Longbow Finance SA | $30.9M | 182,325 | +3,796 | add |
| 426 | Geneos Wealth Management Inc. | $30.7M | 181,116 | −7,627 | trim |
| 427 | PARK NATIONAL CORP /OH/ | $30.7M | 180,750 | −3,244 | trim |
| 428 | BTC Capital Management, Inc. | $30.5M | 179,431 | −35,721 | trim |
| 429 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $30.4M | 179,187 | +163,348 | add |
| 430 | Richard C. Young & CO., LTD. | $30.2M | 177,934 | −2,111 | trim |
| 431 | COLDSTREAM CAPITAL MANAGEMENT INC | $30.1M | 177,299 | +4,184 | add |
| 432 | Freestone Capital Holdings, LLC | $29.9M | 176,495 | −6,506 | trim |
| 433 | Kingsview Wealth Management, LLC | $29.9M | 176,048 | +9,053 | add |
| 434 | Summit Financial, LLC | $29.8M | 175,877 | +6,596 | add |
| 435 | ProVise Management Group, LLC | $29.7M | 175,312 | −177 | trim |
| 436 | PARTHENON LLC | $29.7M | 174,820 | −1,021 | trim |
| 437 | Essex Bank | $29.6M | 174,384 | −2,274 | trim |
| 438 | Meiji Yasuda Asset Management Co Ltd. | $29.4M | 173,484 | −13,725 | trim |
| 439 | FOURPATH CAPITAL MANAGEMENT, LLC | $29.2M | 172,043 | −5,281 | trim |
| 440 | MUFG Securities EMEA plc | $29.1M | 171,325 | −415,460 | trim |
| 441 | FIRST MANHATTAN CO. LLC. | $29.1M | 171,263 | −6,836 | trim |
| 442 | New Age Alpha Advisors, LLC | $29.0M | 171,142 | +19,269 | add |
| 443 | Van Cleef Asset Management,Inc | $29.0M | 170,833 | −2,664 | trim |
| 444 | National Mutual Insurance Federation of Agricultural Cooperatives | $28.3M | 166,700 | 0 | no change |
| 445 | Equitable Holdings, Inc. | $28.3M | 213,465 | +73,285 | add |
| 446 | Community Financial Services Group, LLC | $28.2M | 175,684 | +3,011 | add |
| 447 | NORTHEAST INVESTMENT MANAGEMENT | $28.0M | 165,190 | −4,812 | trim |
| 448 | Tyche Wealth Partners LLC | $27.8M | 163,944 | −867 | trim |
| 449 | Goelzer Investment Management, Inc. | $27.8M | 163,626 | +2,771 | add |
| 450 | Van Hulzen Asset Management, LLC | $27.5M | 162,161 | +19,817 | add |
| 451 | CALIFORNIA FIRST LEASING CORP | $27.3M | 160,800 | 0 | no change |
| 452 | Cannell & Spears LLC | $27.2M | 160,267 | −13,368 | trim |
| 453 | BRIGHTON JONES LLC | $27.2M | 160,235 | +21,183 | add |
| 454 | TOMPKINS FINANCIAL CORP | $27.2M | 160,216 | −3,009 | trim |
| 455 | MGO ONE SEVEN LLC | $26.9M | 158,408 | +1,679 | add |
| 456 | Bleakley Financial Group, LLC | $26.8M | 158,171 | +240 | add |
| 457 | Saudi Central Bank | $26.4M | 155,660 | +153,897 | add |
| 458 | Snowden Capital Advisors LLC | $26.2M | 154,332 | +1,727 | add |
| 459 | HOWLAND CAPITAL MANAGEMENT LLC | $26.0M | 153,127 | −1,154 | trim |
| 460 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $26.0M | 152,652 | −219 | trim |
| 461 | Cyndeo Wealth Partners, LLC | $25.8M | 151,849 | +72,594 | add |
| 462 | Empirical Finance, LLC | $25.7M | 151,381 | −392 | trim |
| 463 | GW HENSSLER & ASSOCIATES LTD | $25.6M | 150,662 | −3,101 | trim |
| 464 | Coastal Bridge Advisors, LLC | $25.3M | 149,385 | +87,385 | add |
| 465 | Bath Savings Trust Co | $25.2M | 148,318 | −1,358 | trim |
| 466 | One Capital Management, LLC | $25.1M | 147,850 | +969 | add |
| 467 | Focus Partners Advisor Solutions, LLC | $25.1M | 147,724 | −15,521 | trim |
| 468 | MONETA GROUP INVESTMENT ADVISORS LLC | $25.0M | 147,586 | −19,196 | trim |
| 469 | Radnor Capital Management, LLC | $25.0M | 147,431 | −1,556 | trim |
| 470 | Financiere des Professionnels - Fonds d'investissement inc. | $24.9M | 147,058 | +62,506 | add |
| 471 | WHITTIER TRUST CO | $24.9M | 152,645 | −691 | trim |
| 472 | Stillwater Capital Advisors, LLC | $24.9M | 146,645 | −1,833 | trim |
| 473 | Summit Trail Advisors, LLC | $24.6M | 144,765 | +23,498 | add |
| 474 | FUKOKU MUTUAL LIFE INSURANCE CO | $24.5M | 144,560 | 0 | no change |
| 475 | KANAWHA CAPITAL MANAGEMENT LLC | $24.5M | 144,279 | −115 | trim |
| 476 | EAGLE GLOBAL ADVISORS LLC | $24.4M | 144,006 | −4,149 | trim |
| 477 | Apriem Advisors | $24.3M | 143,319 | +8,543 | add |
| 478 | PFG Investments, LLC | $24.2M | 142,832 | −1,063 | trim |
| 479 | LGT Fund Management Co Ltd. | $24.1M | 141,901 | +82,373 | add |
| 480 | PATTEN & PATTEN INC/TN | $24.1M | 141,871 | +3,930 | add |
| 481 | Naviter Wealth, LLC | $24.1M | 141,820 | −278 | trim |
| 482 | Gerald Baker Financial Group LLC | $24.0M | 141,386 | — | no prior |
| 483 | Laird Norton Wetherby Trust Company, LLC | $23.7M | 139,738 | −13,907 | trim |
| 484 | Gradient Investments LLC | $23.7M | 139,729 | −3,883 | trim |
| 485 | Guinness Asset Management LTD | $23.7M | 139,724 | +38,851 | add |
| 486 | Perigon Wealth Management, LLC | $23.7M | 139,474 | +928 | add |
| 487 | Haverford Trust Co | $23.6M | 139,009 | +9,272 | add |
| 488 | Edge Wealth Management LLC | $23.5M | 138,533 | −1,032 | trim |
| 489 | Biondo Investment Advisors, LLC | $23.4M | 137,891 | −1,835 | trim |
| 490 | Essex Financial Services, Inc. | $23.4M | 137,784 | +252 | add |
| 491 | SAPIENT CAPITAL LLC | $23.3M | 137,612 | −18,892 | trim |
| 492 | Marble Harbor Investment Counsel, LLC | $23.3M | 137,406 | −1,267 | trim |
| 493 | EVERETT HARRIS & CO /CA/ | $23.2M | 136,796 | −2,892 | trim |
| 494 | FORA Capital, LLC | $23.2M | 136,604 | +101,117 | add |
| 495 | EDMOND DE ROTHSCHILD HOLDING S.A. | $23.1M | 136,204 | −8,816 | trim |
| 496 | ENZI WEALTH | $23.1M | 136,052 | −727 | trim |
| 497 | INTECH INVESTMENT MANAGEMENT LLC | $23.1M | 135,926 | −73,716 | trim |
| 498 | Ashton Thomas Private Wealth, LLC | $23.0M | 135,616 | −18,508 | trim |
| 499 | VAN DEN BERG MANAGEMENT I, INC | $22.9M | 134,915 | −6,102 | trim |
| 500 | Chesley Taft & Associates LLC | $22.8M | 134,642 | −979 | trim |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · XOM
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 3 Alan Armstrong R–OK, James A. Himes D–CT-4, Matt Van Epps R–TN-7 $17K–$80K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Markel Group $59.1M held
- Trimming
- 0 — $0 held
new + add vs trim + exit, by shares · $ = reported value now, not the change · EXXON MOBIL CORP
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-14 | Michael Guest Congress | Exchange | $1K–$15K |
| 2026-08-14 | Michael Guest Congress | Exchange | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | Sale | $1K–$15K |
| 2026-07-20 | James A. Himes Congress | Sale | $15K–$50K |
| 2026-07-16 | Kevin Hern Congress | Exchange | $100K–$250K |
| 2026-07-16 | Kevin Hern Congress | Exchange | $100K–$250K |
| 2026-06-17 | Matt Van Epps Congress | Sale | $1K–$15K |
| 2026-05-15 | Gotham Asset Management 13F | add | +46,502 sh |
| 2026-05-01 | Markel Group 13F | add | +9,000 sh |
9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
78 members of Congress disclosed XOM — the congressional view ↗