investment.com

ABBOTT LABORATORIES — reported holders

658 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
658
Combined reported value
$7.9B
Top 5 concentration
39.2%
Median position
$6.9M
Largest position
$988.8M
Quarters represented
3
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
200
ManagerQuarterValueSharesFiledRecorded (UTC)
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$988.8M10,897,1782026-08-132026-08-14 03:50:17.614 UTC
CITADEL ADVISORS LLC2026Q2$732.8M8,075,7512026-09-022026-09-07 03:51:12.957 UTC
Assenagon Asset Management S.A.2026Q3$512.7M5,187,4882026-10-152026-10-16 03:50:19.295 UTC
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$487.3M5,370,3972026-09-092026-09-10 03:50:13.229 UTC
ENVESTNET ASSET MANAGEMENT INC2026Q2$359M3,956,3952026-08-032026-08-06 03:56:57.726 UTC
Copeland Capital Management, LLC2026Q2$324M3,571,1752026-08-122026-08-13 03:50:56.154 UTC
ALLIANCEBERNSTEIN L.P.2026Q2$307.9M2,999,0502026-08-142026-08-15 03:50:22.417 UTC
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$246.8M2,720,1772026-08-242026-08-25 03:50:14.792 UTC
1832 Asset Management L.P.2026Q2$237.4M2,615,7272026-08-132026-08-14 03:50:04.721 UTC
ADAGE CAPITAL PARTNERS GP, L.L.C.2026Q2$211.6M2,332,1152026-08-142026-08-15 03:50:15.903 UTC
Ensign Peak Advisors, Inc2026Q1$183.2M1,784,5972026-08-182026-08-19 03:50:28.709 UTC
DAVENPORT & Co LLC2026Q3$180.1M1,812,1412026-10-142026-10-15 03:50:21.545 UTC
Alecta Tjanstepension Omsesidigt2026Q2$145.9M1,609,2002026-07-232026-07-26 16:41:19.544 UTC
AVIVA PLC2026Q2$138.7M1,528,9222026-08-132026-08-14 03:50:21.961 UTC
EVERETT HARRIS & CO /CA/2026Q2$131.8M1,452,3422026-08-032026-08-06 03:57:22.504 UTC
Bank Julius Baer & Co. Ltd, Zurich2026Q2$126.1M1,387,4582026-08-102026-08-11 03:50:31.406 UTC
CINCINNATI INSURANCE CO2026Q2$105M1,157,2002026-08-062026-08-07 03:52:46.245 UTC
APG Asset Management N.V.2026Q2$101.4M1,277,8432026-08-122026-08-13 03:50:11.142 UTC
BLAIR WILLIAM & CO/IL2026Q2$96.5M1,063,2112026-08-112026-08-12 03:50:46.429 UTC
BROWN BROTHERS HARRIMAN & CO2026Q2$87.8M967,4642026-08-122026-08-13 03:51:18.908 UTC
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q2$85.7M943,9872026-07-242026-07-26 16:40:38.698 UTC
Asset Management One Co., Ltd.2026Q2$76.3M840,8892026-07-282026-08-06 04:02:28.228 UTC
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$61.9M681,8322026-08-172026-08-18 03:50:48.475 UTC
Bank of New York Mellon Corp2026Q2$61.6M679,0952026-08-172026-08-18 03:50:31.250 UTC
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$57.1M629,0802026-07-292026-08-06 04:01:44.099 UTC
MERCER GLOBAL ADVISORS INC /ADV2026Q2$55.3M609,8542026-08-192026-08-20 03:50:18.193 UTC
&PARTNERS2026Q2$54.8M602,7182026-08-142026-08-15 03:50:03.244 UTC
CIBC Asset Management Inc2026Q2$50.6M558,2082026-08-032026-08-06 03:54:45.738 UTC
Nykredit A/S2026Q2$49.8M548,5772026-09-082026-09-09 03:50:04.122 UTC
Czech National Bank2026Q2$45M495,7862026-07-082026-07-26 16:45:21.069 UTC
DEPRINCE RACE & ZOLLO INC2026Q2$44.5M490,4392026-08-202026-08-21 03:50:05.234 UTC
ARIZONA STATE RETIREMENT SYSTEM2026Q2$43.9M483,2762026-08-072026-08-08 03:50:54.952 UTC
VIRGINIA RETIREMENT SYSTEMS ET Al2026Q1$41.3M402,7002026-08-252026-08-26 03:50:17.747 UTC
ABSHER WEALTH MANAGEMENT, LLC2026Q2$40.6M447,5832026-08-102026-08-11 03:50:04.563 UTC
CONNING INC.2026Q2$38.2M421,4572026-07-302026-08-06 04:01:02.963 UTC
B. Metzler seel. Sohn & Co. AG2026Q2$37.8M416,1412026-08-112026-08-12 03:50:42.023 UTC
Crossmark Global Holdings, Inc.2026Q3$36.4M368,0952026-10-212026-10-22 03:51:28.281 UTC
AIA Group Ltd2026Q2$36.2M398,4812026-07-312026-08-06 03:57:52.044 UTC
NORTH STAR ASSET MANAGEMENT INC2026Q2$31.4M346,2942026-08-182026-08-19 03:50:12.116 UTC
BlackRock, Inc.2026Q2$30.8M339,6382026-08-072026-08-08 03:51:54.443 UTC
BERKSHIRE ASSET MANAGEMENT LLC/PA2026Q2$28.4M313,2192026-08-052026-08-06 03:50:55.042 UTC
BANQUE PICTET & CIE SA2026Q3$26.3M266,1352026-10-162026-10-17 03:50:14.984 UTC
Aberdeen Group plc2026Q2$23.5M259,0092026-07-312026-08-06 03:58:03.368 UTC
Allworth Financial LP2026Q2$23.2M255,5392026-08-112026-08-12 03:50:09.646 UTC
Chesley Taft & Associates LLC2026Q2$22.7M250,5172026-07-082026-07-26 16:45:17.443 UTC
Calamos Advisors LLC2026Q2$22.1M243,0682026-07-312026-08-06 03:59:46.827 UTC
B&D White Capital Company, LLC2026Q2$22M242,7302026-07-312026-08-06 03:59:06.661 UTC
COERENTE CAPITAL MANAGEMENT2026Q2$21.8M239,8112026-07-222026-08-06 04:06:14.856 UTC
America First Investment Advisors, LLC2026Q2$21.7M238,9032026-08-052026-08-06 03:50:50.110 UTC
CINCINNATI FINANCIAL CORP2026Q2$21.6M237,8002026-08-062026-08-07 03:52:45.562 UTC
CIDEL ASSET MANAGEMENT INC2026Q2$20.7M227,6032026-07-172026-07-26 16:43:02.935 UTC
BENJAMIN EDWARDS INC2026Q2$20M220,6472026-07-242026-07-26 16:40:42.622 UTC
Avanza Fonder AB2026Q3$19.5M196,9182026-10-132026-10-14 03:50:41.570 UTC
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026Q2$18.1M199,5572026-08-202026-08-21 03:50:04.153 UTC
FACTORY MUTUAL INSURANCE CO2026Q2$17.8M196,2502026-07-212026-08-06 04:06:44.107 UTC
Cornerstone Capital, Inc.2026Q2$17.7M195,5942026-08-032026-08-06 03:56:36.250 UTC
Gradient Investments LLC2026Q3$17.7M178,9982026-10-082026-10-09 03:51:51.264 UTC
ABN AMRO INVESTMENT SOLUTIONS2026Q3$16.9M170,7612026-10-212026-10-22 03:50:06.073 UTC
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$16.6M182,6922026-07-202026-08-06 04:06:57.879 UTC
Cullen/Frost Bankers, Inc.2026Q2$15.2M167,5412026-07-272026-08-06 04:04:42.051 UTC
Cyndeo Wealth Partners, LLC2026Q2$14.8M162,9292026-07-212026-08-06 04:06:34.726 UTC
BAR HARBOR WEALTH MANAGEMENT2026Q3$14.6M147,4652026-10-212026-10-22 03:51:04.173 UTC
Bath Savings Trust Co2026Q3$14.3M144,2552026-10-072026-10-08 03:50:12.351 UTC
Canada Post Corp Registered Pension Plan2026Q2$13.9M153,3262026-07-152026-08-06 04:11:13.091 UTC
ROCKLAND TRUST CO2026Q3$13.8M139,3152026-10-052026-10-06 03:50:46.562 UTC
Allspring Global Investments Holdings, LLC2026Q2$13.3M144,1882026-08-132026-08-14 03:50:26.006 UTC
FORBES J M & CO LLP2026Q2$12.8M140,5282026-07-202026-08-06 04:08:15.688 UTC
CITIZENS FINANCIAL GROUP INC/RI2026Q3$12.3M124,0812026-10-232026-10-24 03:51:30.153 UTC
BLI - Banque de Luxembourg Investments2026Q2$12.1M129,8142026-08-102026-08-11 03:50:21.725 UTC
BEESE FULMER INVESTMENT MANAGEMENT, INC.2026Q3$10.9M110,7032026-10-232026-10-24 03:51:16.643 UTC
Baker Chad R2026Q3$10.5M106,6602026-10-222026-10-23 03:50:48.412 UTC
Advocacy Wealth Management, LLC2026Q2$10.5M115,9472026-07-292026-08-06 04:01:19.033 UTC
Allianz Asset Management GmbH2026Q2$10.3M113,8002026-09-022026-09-07 03:51:02.608 UTC
Associated Banc-Corp2026Q2$10.3M113,4462026-07-312026-08-06 03:57:59.327 UTC
ASSETMARK, INC2026Q3$10.2M103,1072026-10-152026-10-16 03:50:23.116 UTC
Apollon Wealth Management, LLC2026Q3$9.8M98,8772026-10-232026-10-24 03:50:54.699 UTC
FIRST FINANCIAL BANK - TRUST DIVISION2026Q3$9.5M95,9122026-10-012026-10-02 03:50:07.078 UTC
Bryn Mawr Trust Advisors, LLC2026Q2$9.4M103,6432026-08-032026-08-06 03:54:41.010 UTC
Channing Capital Management, LLC2026Q2$9.4M103,6042026-07-292026-08-06 04:02:03.538 UTC
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC2026Q2$9.3M102,4152026-07-162026-08-06 04:11:04.259 UTC
Atlantic Union Bankshares Corp2026Q2$9.1M100,3552026-08-112026-08-12 03:50:35.059 UTC
CHOREO, LLC2026Q2$9.1M100,1432026-08-042026-08-06 03:53:11.419 UTC
ANCHOR CAPITAL ADVISORS LLC2026Q2$9M99,6672026-08-052026-08-06 03:50:18.284 UTC
CULBERTSON A N & CO INC2026Q3$8.9M90,1952026-10-212026-10-22 03:51:16.726 UTC
NORTH POINT PORTFOLIO MANAGERS CORP/OH2026Q3$8.5M85,5212026-10-072026-10-08 03:51:16.951 UTC
Farther Finance Advisors, LLC2026Q3$8.3M84,3772026-10-082026-10-09 03:51:03.381 UTC
BAILARD, INC.2026Q3$8.2M83,1312026-10-132026-10-14 03:50:56.677 UTC
Crestwood Advisors Group, LLC2026Q2$7.8M85,5942026-08-032026-08-06 03:56:37.407 UTC
Kingsview Wealth Management, LLC2026Q2$7.7M84,7792026-08-192026-08-20 03:50:08.219 UTC
TOMPKINS FINANCIAL CORP2026Q3$7.7M77,5812026-10-052026-10-06 03:50:55.386 UTC
Chicago Partners Investment Group LLC2026Q2$7.6M75,8872026-07-302026-08-06 04:01:08.864 UTC
ASR Vermogensbeheer N.V.2026Q3$7.5M75,8992026-10-162026-10-17 03:50:06.626 UTC
Boston Common Asset Management, LLC2026Q3$7.5M75,4852026-10-132026-10-14 03:51:17.330 UTC
Borer Denton & Associates, Inc.2026Q2$7.3M80,0362026-07-282026-08-06 04:03:05.801 UTC
Amundi2026Q2$7.1M78,0832026-08-112026-08-12 03:50:21.307 UTC
BURLING WEALTH PARTNERS, LLC2026Q2$7M77,6272026-08-042026-08-06 03:52:26.395 UTC
AG2R LA MONDIALE GESTION D'ACTIFS2026Q2$7M76,9772026-07-232026-07-26 16:41:06.519 UTC
Equitable Holdings, Inc.2026Q2$6.9M76,5782026-08-172026-08-18 03:50:27.491 UTC
Callahan Advisors, LLC2026Q2$6.9M75,9432026-08-032026-08-06 03:56:09.292 UTC
Ascent Wealth Partners, LLC2026Q3$6.9M69,6102026-10-232026-10-24 03:51:11.992 UTC
MASTERINVEST Kapitalanlage GmbH2026Q2$6.5M71,9772026-08-172026-08-18 03:50:44.401 UTC
Boston Trust Walden Corp2026Q2$6.3M69,7222026-07-242026-07-26 16:40:56.795 UTC
E. Ohman J:or Asset Management AB2026Q3$6.3M63,4372026-10-222026-10-23 03:51:13.914 UTC
GAMMA Investing LLC2026Q3$6.2M62,3722026-10-082026-10-09 03:51:30.802 UTC
CITIGROUP INC2026Q2$6.1M67,7002026-08-032026-08-06 03:54:52.286 UTC
BRIGHTON JONES LLC2026Q2$6.1M67,6732026-08-112026-08-12 03:50:51.010 UTC
Altrius Capital Management Inc2026Q2$6M66,6182026-08-132026-08-14 03:50:37.563 UTC
Fulcrum Asset Management LLP2026Q2$5.9M63,4092026-08-182026-08-19 03:50:05.107 UTC
Ashton Thomas Private Wealth, LLC2026Q2$5.8M63,8082026-07-292026-08-06 04:01:24.292 UTC
BOKF, NA2026Q2$5.6M61,8212026-08-102026-08-11 03:50:26.259 UTC
CANANDAIGUA NATIONAL BANK & TRUST CO2026Q3$5.6M56,3722026-10-072026-10-08 03:50:16.330 UTC
Addenda Capital Inc.2026Q3$5.5M55,4002026-10-132026-10-14 03:50:30.321 UTC
Berger Financial Group, Inc2026Q2$5.4M59,9772026-08-042026-08-06 03:52:29.546 UTC
BOSTON RESEARCH & MANAGEMENT INC2026Q2$5.4M59,4742026-08-112026-08-12 03:50:50.406 UTC
GRAYBILL WEALTH MANAGEMENT, LTD.2026Q2$5.4M59,3292026-08-172026-08-18 03:50:34.755 UTC
DAYMARK WEALTH PARTNERS, LLC2026Q2$5.3M58,7662026-07-312026-08-06 04:00:00.408 UTC
Covea Finance2026Q3$5.3M53,2462026-10-212026-10-22 03:51:26.999 UTC
Bank Pictet & Cie (Europe) AG2026Q3$5.2M53,1092026-10-202026-10-21 03:50:23.570 UTC
BRADY FAMILY WEALTH, LLC2026Q2$5M54,6202026-07-132026-07-26 16:44:14.389 UTC
Agate Pass Investment Management, LLC2026Q3$4.9M49,9272026-10-202026-10-21 03:50:11.677 UTC
Integrated Wealth Concepts LLC2026Q2$4.9M54,0742026-09-092026-09-10 03:50:07.603 UTC
Cohen Klingenstein LLC2026Q3$4.9M49,4352026-10-152026-10-16 03:51:11.604 UTC
Envestnet Portfolio Solutions, Inc.2026Q2$4.9M53,7742026-07-202026-08-06 04:06:50.342 UTC
BBR PARTNERS, LLC2026Q2$4.8M53,1842026-08-112026-08-12 03:50:44.766 UTC
Anchor Investment Management, LLC2026Q2$4.8M53,0602026-09-152026-09-18 03:50:20.159 UTC
Baugh & Associates, LLC2026Q3$4.8M56,5702026-10-162026-10-17 03:50:19.197 UTC
Hamilton Capital, LLC2026Q3$4.7M47,8082026-10-082026-10-09 03:51:58.220 UTC
MassMutual Private Wealth & Trust, FSB2026Q3$4.6M46,6662026-10-052026-10-06 03:50:28.044 UTC
CARRET ASSET MANAGEMENT, LLC2026Q2$4.6M50,6952026-08-042026-08-06 03:52:58.907 UTC
Bill Few Associates, Inc.2026Q3$4.5M45,7982026-10-092026-10-10 03:50:29.150 UTC
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2026Q2$4.4M48,3572026-08-122026-08-13 03:50:21.460 UTC
Brookmont Capital Management2026Q3$4.4M44,3812026-10-232026-10-24 03:51:28.298 UTC
AdvisorNet Financial, Inc2026Q3$4.3M41,9302026-10-152026-10-16 03:50:13.153 UTC
BROOKS, MOORE & ASSOCIATES, INC.2026Q2$4.3M47,4552026-08-172026-08-18 03:50:04.650 UTC
BDF-GESTION2026Q3$4.3M43,2192026-10-192026-10-20 03:50:13.704 UTC
Somerset Trust Co2026Q2$4.2M45,9632026-07-062026-07-26 16:46:47.389 UTC
RB Capital Management, LLC2026Q2$4.2M45,8182026-08-182026-08-19 03:50:14.621 UTC
Bluespring Wealth Management, LLC2026Q2$4.1M45,4952026-08-112026-08-12 03:50:56.545 UTC
DAVIS-REA LTD.2026Q2$3.9M43,5022026-08-042026-08-06 03:53:49.408 UTC
ALPINE WOODS CAPITAL INVESTORS, LLC2026Q2$3.9M43,2022026-08-072026-08-08 03:50:25.058 UTC
AdvisorShares Investments LLC2026Q2$3.9M43,0462026-08-112026-08-12 03:50:05.480 UTC
Asio Capital, LLC2026Q3$3.8M38,5842026-10-192026-10-20 03:50:13.223 UTC
Annex Advisory Services, LLC2026Q3$3.8M38,3682026-10-162026-10-17 03:50:13.433 UTC
CITY HOLDING CO2026Q3$3.8M38,1222026-10-192026-10-20 03:50:20.362 UTC
AXQ CAPITAL, LP2026Q2$3.7M40,6572026-08-062026-08-07 03:50:21.793 UTC
Canoe Financial LP2026Q2$3.6M40,0002026-07-162026-07-26 16:43:30.069 UTC
Caprock Group, LLC2026Q2$3.5M39,0872026-07-272026-08-06 04:05:21.697 UTC
HORAN Wealth, LLC2026Q2$3.5M38,6982026-08-262026-08-27 03:50:20.843 UTC
Red Spruce Capital, LLC2026Q3$3.5M35,2822026-10-072026-10-08 03:51:24.471 UTC
Clark & Stuart, Inc2026Q3$3.4M34,8412026-10-142026-10-15 03:50:19.451 UTC
Baldwin Investment Management, LLC2026Q2$3.4M37,8452026-07-282026-08-06 04:02:57.783 UTC
Brookstone Capital Management2026Q3$3.4M34,4922026-10-222026-10-23 03:50:50.545 UTC
Blackhawk Capital Partners, LLC2026Q2$3.3M36,7532026-07-202026-07-26 16:42:33.248 UTC
CAISSE DES DEPOTS ET CONSIGNATIONS2026Q2$3.3M36,5972026-07-242026-07-26 16:41:01.601 UTC
Cassaday & Co Wealth Management LLC2026Q2$3.2M34,8212026-08-102026-08-11 03:50:37.778 UTC
Banque Transatlantique SA2026Q2$3.1M31,5302026-07-302026-08-06 04:00:52.630 UTC
Beacon Harbor Wealth Advisors, Inc.2026Q2$3.1M28,9952026-08-072026-08-08 03:51:45.056 UTC
AXXCESS WEALTH MANAGEMENT, LLC2026Q3$3M30,6282026-10-212026-10-22 03:50:56.483 UTC
Boit C F David2026Q2$3M32,8002026-07-302026-08-06 04:00:55.833 UTC
CAPITAL ADVISORS INC/OK2026Q2$3M32,6242026-07-232026-07-26 16:41:41.158 UTC
Catalyst Funds Management Pty Ltd2026Q2$2.9M32,3012026-08-102026-08-11 03:50:40.530 UTC
Belpointe Asset Management LLC2026Q2$2.9M32,2662026-07-312026-08-06 03:59:20.055 UTC
AMERIPRISE FINANCIAL INC2026Q2$2.9M31,6662026-08-142026-08-15 03:50:33.900 UTC
FIRST HORIZON CORP2026Q2$2.8M31,3912026-07-202026-08-06 04:07:53.696 UTC
Cox Capital Mgt LLC2026Q3$2.8M28,5252026-10-072026-10-08 03:50:21.389 UTC
Fifth Third Wealth Advisors LLC2026Q2$2.8M30,6462026-07-172026-08-06 04:09:49.251 UTC
Charles Schwab Trust Co2026Q3$2.8M28,0782026-10-152026-10-16 03:51:08.168 UTC
American Assets Investment Management, LLC2026Q2$2.8M30,5002026-08-052026-08-06 03:50:50.371 UTC
FOUNDERS CAPITAL MANAGEMENT, LLC2026Q2$2.7M30,2612026-07-202026-08-06 04:08:18.457 UTC
Curbstone Financial Management Corp2026Q3$2.7M27,6042026-10-212026-10-22 03:51:31.450 UTC
CYPRESS ASSET MANAGEMENT INC/TX2026Q3$2.7M27,3822026-10-092026-10-10 03:50:33.458 UTC
Avidian Wealth Enterprises, LLC2026Q3$2.6M25,8202026-10-082026-10-09 03:50:40.127 UTC
Legacy Private Trust Co.2026Q3$2.5M25,7042026-10-062026-10-07 03:50:40.924 UTC
Campbell & CO Investment Adviser LLC2026Q2$2.5M27,0122026-08-032026-08-06 03:56:10.216 UTC
BONNESS ENTERPRISES INC2026Q3$2.4M24,4002026-10-082026-10-09 03:50:49.668 UTC
EASTERN BANK2026Q3$2.4M24,3072026-10-052026-10-06 03:50:15.409 UTC
CULLINAN ASSOCIATES INC2026Q2$2.4M26,4002026-07-292026-08-06 04:02:01.873 UTC
Guardian Wealth Management, Inc.2026Q2$2.4M26,0962026-07-132026-08-06 04:12:31.689 UTC
Citizens National Bank Trust Department2026Q2$2.3M25,8852026-07-222026-08-06 04:06:22.723 UTC
Generali Investments CEE, investicni spolecnost, a.s.2026Q2$2.3M25,7662026-07-132026-08-06 04:12:23.398 UTC
Aviance Capital Partners, LLC2026Q2$2.3M25,3172026-07-312026-08-06 03:58:31.753 UTC
Pacific Wealth Management2026Q3$2.3M23,0092026-10-052026-10-06 03:50:42.974 UTC
CHATHAM CAPITAL GROUP, INC.2026Q3$2.2M22,7402026-10-162026-10-17 03:50:21.674 UTC
Financial Solutions Advisory Group, Inc.2026Q2$2.2M23,5902026-07-132026-08-06 04:12:11.584 UTC
AGF MANAGEMENT LTD2026Q2$2.2M24,3722026-08-102026-08-11 03:50:05.533 UTC
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/2026Q2$2.2M24,1762026-09-182026-09-20 03:50:04.920 UTC
Composition Wealth, LLC2026Q2$2.1M23,5102026-07-222026-08-06 04:06:26.385 UTC
Kimelman & Baird, LLC2026Q2$2.1M23,5062026-08-182026-08-19 03:50:34.381 UTC
Generali Investments, Management Co LLC2026Q2$2M22,5862026-07-102026-08-06 04:12:34.312 UTC
Alpha Omega Wealth Management LLC2026Q3$2M20,5642026-10-232026-10-24 03:50:48.213 UTC
Dynamic Advisor Solutions LLC2026Q2$2M22,3782026-07-072026-07-26 16:45:47.627 UTC
Cornell Pochily Investment Advisors, Inc.2026Q3$2M20,4892026-10-192026-10-20 03:50:37.573 UTC
BURNEY CO/2026Q3$2M20,4572026-10-152026-10-16 03:50:37.042 UTC
Diversified Enterprises, LLC2026Q3$1.9M19,6872026-10-192026-10-20 03:50:41.719 UTC
Great Diamond Partners, LLC2026Q2$1.9M21,4032026-07-172026-08-06 04:10:26.842 UTC
BANK OF STOCKTON2026Q3$1.9M19,5702026-10-202026-10-21 03:50:20.261 UTC
Old Mission Investment Co LLC2026Q1$1.9M18,5982026-09-162026-09-18 03:50:18.635 UTC
Avior Wealth Management, LLC2026Q3$1.9M19,0562026-10-132026-10-14 03:50:51.064 UTC
Center for Financial Planning, Inc.2026Q2$1.8M20,3202026-07-212026-07-26 16:42:17.548 UTC
Crescent Grove Advisors, LLC2026Q3$1.8M18,6412026-10-212026-10-22 03:51:27.295 UTC

Source: U.S. Securities and Exchange Commission, Form 13F

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