| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 0% | -95% | $3,459 | -$112,162,153 | 41 | -100% | Bank of New York Mellon Corp | 31 Mar 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6% | 1,394,490 | -0.26% | 0.01% | $138,584,464 |
| BANK OF AMERICA CORP /DE/ | 5.5% | 1,293,540 | -1.8% | 0.01% | $128,552,021 |
| PRINCIPAL FINANCIAL GROUP INC | 4.9% | 1,146,183 | 0% | 0.06% | $113,907,667 |
| Armbruster Capital Management, Inc. | 1.5% | 352,622 | -0.62% | 6% | $35,043,599 |
| UBS Group AG | 1.2% | 284,942 | -12% | 0.01% | $28,317,536 |
| Strategic Advocates LLC | 1.2% | 276,123 | +4.6% | 7.1% | $27,441,069 |
| LPL Financial LLC | 1% | 237,000 | -24% | 0.01% | $23,553,073 |
| GOLDMAN SACHS GROUP INC | 0.85% | 198,563 | +19% | 0% | $19,733,191 |
| Invesco Ltd. | 0.6% | 139,639 | -5.3% | 0% | $13,877,324 |
| TRUIST FINANCIAL CORP | 0.59% | 136,663 | -8.5% | 0.02% | $13,581,612 |
| HighTower Advisors, LLC | 0.53% | 123,416 | -0.51% | 0.01% | $12,265,394 |
| Peak Financial Management, Inc. | 0.44% | 103,007 | +0.19% | 2.7% | $10,236,874 |
| FMR LLC | 0.42% | 97,890 | -0.55% | 0% | $9,728,261 |
| WELLS FARGO & COMPANY/MN | 0.39% | 91,999 | -12% | 0% | $9,142,815 |
| FIDELITY D & D BANCORP INC | 0.39% | 91,720 | +12% | 5% | $9,115,133 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.36% | 83,759 | -12% | 0.01% | $8,344,861 |
| OSAIC HOLDINGS, INC. | 0.36% | 83,651 | +0.35% | 0.01% | $8,225,914 |
| Arkadios Wealth Advisors | 0.33% | 75,917 | +6% | 0.19% | $7,544,696 |
| MorganRosel Wealth Management, LLC | 0.32% | 73,836 | +0.67% | 1.9% | $7,337,822 |
| Cambridge Investment Research Advisors, Inc. | 0.31% | 72,619 | -3.4% | 0.02% | $7,217,000 |
| ROYAL BANK OF CANADA | 0.31% | 71,655 | +91% | 0% | $7,121,000 |
| RAYMOND JAMES FINANCIAL INC | 0.28% | 65,914 | -2% | 0% | $6,550,561 |
| CWM, LLC | 0.28% | 65,790 | +6.8% | 0.02% | $6,538,000 |
| ROTHSCHILD INVESTMENT LLC | 0.28% | 64,847 | -5.3% | 0.36% | $6,444,535 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.25% | 59,080 | -5.9% | 0.01% | $5,871,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 117,721 | $12,412,071 | -$147,086 | $103.36 | 5 |
| 2025 Q3 | 7,921,996 | $787,159,950 | -$29,126,907 | $99.38 | 194 |
| 2025 Q2 | 8,294,509 | $777,835,335 | -$4,011,168 | $93.76 | 203 |
| 2025 Q1 | 8,248,114 | $761,337,674 | -$686,129,381 | $92.35 | 203 |
| 2024 Q4 | 15,679,410 | $1,414,358,811 | -$20,453,467 | $90.21 | 208 |
| 2024 Q3 | 15,951,613 | $1,415,805,456 | +$37,210,253 | $88.92 | 202 |
| 2024 Q2 | 15,571,200 | $1,299,557,065 | -$75,473,263 | $83.42 | 207 |
| 2024 Q1 | 16,501,606 | $1,457,956,348 | +$371,110,685 | $88.44 | 208 |
| 2023 Q4 | 30,479 | $2,501,915 | -$999,816 | $82.09 | 2 |
| 2023 Q3 | 14,222,726 | $1,046,337,642 | -$128,786,928 | $73.58 | 190 |
| 2023 Q2 | 16,611,922 | $1,288,762,539 | -$767,642,433 | $77.55 | 201 |
| 2023 Q1 | 26,966,424 | $2,042,173,877 | -$402,406,631 | $75.90 | 220 |
| 2022 Q4 | 32,497,632 | $2,535,140,450 | +$183,213,706 | $77.98 | 230 |
| 2022 Q3 | 29,149,789 | $2,037,224,745 | -$289,464,442 | $69.84 | 205 |
| 2022 Q2 | 33,138,202 | $2,488,366,001 | +$84,716,266 | $75.09 | 237 |
| 2022 Q1 | 31,784,895 | $2,722,417,712 | +$483,283,112 | $85.65 | 253 |
| 2021 Q4 | 26,747,490 | $2,162,110,278 | -$48,318,850 | $80.83 | 189 |
| 2021 Q3 | 27,126,343 | $2,055,528,213 | -$192,465,051 | $75.81 | 171 |
| 2021 Q2 | 29,620,660 | $2,242,028,830 | +$955,445,164 | $77.17 | 185 |
| 2021 Q1 | 16,615,007 | $1,229,399,980 | +$428,358,893 | $73.99 | 150 |
| 2020 Q4 | 10,759,610 | $661,699,763 | +$244,944,632 | $61.46 | 114 |
| 2020 Q3 | 6,724,865 | $329,697,818 | +$32,556,339 | $49.02 | 110 |
| 2020 Q2 | 6,061,050 | $289,363,780 | -$30,847,049 | $47.73 | 103 |
| 2020 Q1 | 6,752,513 | $269,807,573 | -$106,814,824 | $39.95 | 109 |
| 2019 Q4 | 8,517,953 | $590,012,300 | +$65,524,427 | $69.27 | 139 |
| 2019 Q3 | 7,532,355 | $488,359,138 | +$1,005,962 | $64.84 | 119 |
| 2019 Q2 | 7,516,275 | $488,567,222 | -$5,655,017 | $65.00 | 117 |
| 2019 Q1 | 6,833,996 | $430,988,922 | -$18,746,166 | $63.06 | 115 |
| 2018 Q4 | 7,851,335 | $447,136,756 | +$8,115,743 | $56.86 | 115 |
| 2018 Q3 | 7,380,337 | $506,617,762 | +$43,916,849 | $68.65 | 107 |
| 2018 Q2 | 6,695,835 | $440,089,971 | +$424,500,763 | $65.73 | 103 |
| 2018 Q1 | 220,880 | $14,271,000 | +$487,157 | $64.61 | 1 |
| 2017 Q4 | 213,340 | $14,125,000 | $0 | $66.21 | 1 |
| 2016 Q1 | 205 | $12,000 | $0 | $58.54 | 1 |