Vault-13

ENSIGN GROUP INC ENSG

COM · Common Stock · CUSIP 29358P101 · ISIN US29358P1012

342 institutional holders +29 vs Q3 2022
50,375,66850.4m shares reported held*
90.4% of all shares outstanding*
$4.8bnreported value*
47 new 119 added 126 reduced 23 sold out net bought ≈ $59.9m (+645.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.8m this quarter). Holder counts are more reliable. Shares outstanding: 55.7m as of 2023-01-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $94.58. Options: 5 managers hold calls ($2.9m notional), 3 hold puts ($615.0k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 313Q4 22: 342342Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022313
Q4 2022342

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 22 calls: $627.0kQ3 22 puts: $1.7mQ3 22P/C 2.64Q4 22 calls: $2.9mQ4 22 puts: $615.0kQ4 22P/C 0.21
Numbers
QuarterCallsPutsP/C
Q3 2022$627.0k$1.7m2.64
Q4 2022$2.9m$615.0k0.21

Biggest buyers

Capital Research Global Investors New +506,117+506.1k
GRS Advisors, LLC New +213,768+213.8k
FULLER & THALER ASSET MANAGEMENT, INC. Added +179,365+179.4k
SEGALL BRYANT & HAMILL, LLC Added +94,642+94.6k
VANGUARD GROUP INC Added +74,869+74.9k
NORGES BANK Added +63,772+63.8k
VOYA INVESTMENT MANAGEMENT LLC Added +61,262+61.3k
California Public Employees Retirement System Added +51,842+51.8k
Redwood Investments, LLC Added +50,448+50.4k
MORGAN STANLEY Added +49,406+49.4k

Biggest sellers

WASATCH ADVISORS LP Reduced -366,900-366.9k
CITADEL ADVISORS LLC Reduced -126,259-126.3k
MILLENNIUM MANAGEMENT LLC Reduced -75,853-75.9k
STATE STREET CORP Reduced -73,911-73.9k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -45,273-45.3k
RIVERBRIDGE PARTNERS LLC Reduced -39,114-39.1k
MARSHALL WACE, LLP Sold out -37,084-37.1k
CASTLEARK MANAGEMENT LLC Reduced -36,130-36.1k
PANAGORA ASSET MANAGEMENT INC Reduced -33,816-33.8k
ExodusPoint Capital Management, LP Sold out -30,832-30.8k

Biggest calls

CITADEL ADVISORS LLC Added $1.9m20.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $615.0k6.5k shares
PEAK6 Investments LLC New $397.4k4.2k shares
SIMPLEX TRADING, LLC Unchanged $9.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

PEAK6 Investments LLC New $425.7k4.5k shares
CITADEL ADVISORS LLC Reduced $189.2k2.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2026-07-28 9.1% 5.3m≈ $849.1m 2026-07-28
BAILLIE GIFFORD & CO 13G · institution new · filed 2026-02-09 7.9% new 4.6m≈ $732.5m 2026-02-09
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.2% new 3.0m≈ $486.2m 2026-04-29

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WASATCH ADVISORS LP (4.9%, 2026-02-10)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 2 sellingQ4 21Q1 22: 0 buyingQ1 22: 3 sellingQ2 22: 0 buyingQ2 22: 1 sellingQ2 22Q3 22: 0 buyingQ3 22: 2 sellingQ4 22: 0 buyingQ4 22: 3 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—2$189.4k—
Q1 20220—3$1.3m—
Q2 20220—1$10.9m—
Q3 20220—2$1.8m—
Q4 20220—3$2.5m—
DateInsiderTradeSharesPrice ValueTheir holding
2022-12-19 Daniels Lee A Director Sold 2,000 $95.20 $190.4k2.0k shares -4%
2022-11-15 Shaw Daren Director Sold 2,000 $92.53 $185.1k2.0k shares -5%
2022-11-10 Shaw Daren Director Sold 3,000 $94.00 $282.0k3.0k shares -7%
2022-11-01 Wittekind Beverly B. VP and General Counsel Sold 2,500 $92.00 $230.0k2.5k shares -6%
2022-10-26 Wittekind Beverly B. VP and General Counsel Sold 13,312 $90.06 $1.2m13.3k shares -24%
2022-10-17 Wittekind Beverly B. VP and General Counsel Sold 3,311 $86.01 $284.8k3.3k shares -7%
2022-10-14 Wittekind Beverly B. VP and General Counsel Sold 1,014 $86.06 $87.3k1.0k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.03% of their portfolio New York, NY 9,664,1579.7m $914.3m $914.3m 0.03% Added +29.1k +29,124
2 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 6,382,0806.4m $603.8m $603.8m 0.02% Added +74.9k +74,869
3 WASATCH ADVISORS LP 3.22% of their portfolio SALT LAKE CITY, UT 5,055,7585.1m $478.3m $478.3m 3.22% Reduced -366.9k -366,900
4 FULLER & THALER ASSET MANAGEMENT, INC. 1.56% of their portfolio SAN MATEO, CA 2,595,6552.6m $245.6m $245.6m 1.56% Added +179.4k +179,365
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,814,1331.8m $171.7m $171.7m 0.01% Reduced -73.9k -73,911
6 RIVERBRIDGE PARTNERS LLC 2.33% of their portfolio MINNEAPOLIS, MN 1,638,7821.6m $155.0m $155.0m 2.33% Reduced -39.1k -39,114
7 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 1,300,2441.3m $123.0m $123.0m 0.04% Added +16.3k +16,346
8 Crewe Advisors LLC 18.12% of their portfolio SALT LAKE CITY, UT 1,207,1571.2m $114.2m $114.2m 18.12% Reduced -9.9k -9,946
9 T. Rowe Price Investment Management, Inc. 0.08% of their portfolio BALTIMORE, MD 1,127,3471.1m $106.7m $106.7m 0.08% Reduced -2.1k -2,094
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,020,7111.0m $96.6m $96.6m 0.01% Added +37.5k +37,548
11 Copeland Capital Management, LLC 2.35% of their portfolio Conshohocken, PA 942,603942.6k $89.2m $89.2m 2.35% Added +14.1k +14,111
12 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 898,539898.5k $85.0m $85.0m 0.01% Added +5.7k +5,656
13 Van Berkom & Associates Inc. 3.29% of their portfolio MONTREAL, A8 810,628810.6k $76.7m $76.7m 3.29% Reduced -15.8k -15,800
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 707,767707.8k $67.0m $67.0m 0.01% Added +7.6k +7,569
15 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 629,589629.6k $59.6m $59.6m 0.01% Added +49.4k +49,406
16 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 588,695588.7k $55.7m $55.7m 0.01% Added +7.9k +7,885
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 561,128561.1k $53.1m $53.1m 0.02% Added +15.3k +15,336
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 528,697528.7k $50.0m $50.0m 0.01% Added +63.8k +63,772
19 LOOMIS SAYLES & CO L P 0.10% of their portfolio BOSTON, MA 517,750517.8k $49.0m $49.0m 0.10% Reduced -12.4k -12,382
20 Capital Research Global Investors 0.01% of their portfolio Los Angeles, CA 506,117506.1k $47.9m $47.9m 0.01% New
21 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 473,288473.3k $44.8m $44.8m 0.04% Added +36.4k +36,421
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 393,259393.3k $37.2m $37.2m 0.00% Added +5.5k +5,510
23 PARADIGM CAPITAL MANAGEMENT INC/NY 2.42% of their portfolio ALBANY, NY 386,400386.4k $36.6m $36.6m 2.42% Reduced -700 -700
24 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 372,891372.9k $35.3m $35.3m 0.01% Reduced -564 -564
25 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 347,576347.6k $32.9m $32.9m 0.02% Reduced -4.0k -3,998
26 Owls Nest Partners IA, LLC 13.65% of their portfolio CHADDS FORD, PA 345,897345.9k $32.7m $32.7m 13.65% Added +37.5k +37,481
27 GAGNON SECURITIES LLC 6.75% of their portfolio New York, NY 323,180323.2k $30.6m $30.6m 6.75% Reduced -2.2k -2,169
28 FMR LLC 0.00% of their portfolio BOSTON, MA 317,714317.7k $30.1m $30.1m 0.00% Reduced -9.4k -9,356
29 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 303,709303.7k $28.7m $28.7m 0.03% Added +41.4k +41,434
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 292,894292.9k $27.7m $27.7m 0.00% Reduced -706 -706
31 VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 256,847256.8k $24.3m $24.3m 0.03% Added +61.3k +61,262
32 SEGALL BRYANT & HAMILL, LLC 0.27% of their portfolio CHICAGO, IL 253,427253.4k $24.0m $24.0m 0.27% Added +94.6k +94,642
33 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 240,524240.5k $22.8m $22.8m 0.01% Reduced -7.2k -7,181
34 EAGLE ASSET MANAGEMENT INC 0.13% of their portfolio ST PETERSBURG, FL 225,976226.0k $21.4m $21.4m 0.13% Added +11.6k +11,633
35 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 218,921218.9k $20.7m $20.7m 0.01% Reduced -8.7k -8,736
36 GRS Advisors, LLC 4.84% of their portfolio Chicago, IL 213,768213.8k $20.2m $20.2m 4.84% New
37 PANAGORA ASSET MANAGEMENT INC 0.12% of their portfolio BOSTON, MA 198,550198.6k $18.8m $18.8m 0.12% Reduced -33.8k -33,816
38 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 197,637197.6k $18.7m $18.7m 0.01% Reduced -11.9k -11,874
39 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 195,214195.2k $18.5m $18.5m 0.04% Added +13.6k +13,619
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 180,094180.1k $17.0m $17.0m 0.00% Reduced -26.6k -26,607
41 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 177,162177.2k $16.8m $16.8m 0.01% Added +51.8k +51,842
42 Redwood Investments, LLC 2.24% of their portfolio BOSTON, MA 176,640176.6k $16.7m $16.7m 2.24% Added +50.4k +50,448
43 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio Cincinnati, OH 174,698174.7k $16.5m $16.5m 0.13% Added +15.4k +15,391
44 Ziegler Capital Management, LLC 0.65% of their portfolio CHICAGO, IL 163,058163.1k $15.4m $15.4m 0.65% Reduced -3.9k -3,875
45 Legal & General Group Plc 0.01% of their portfolio London, X0 161,254161.3k $15.3m $15.3m 0.01% Added +3.2k +3,206
46 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 153,278153.3k $14.5m $14.5m 0.02% Reduced -913 -913
47 AXIOM INVESTORS LLC /DE 0.24% of their portfolio GREENWICH, CT 129,022129.0k $12.2m $12.2m 0.24% Added +17.8k +17,769
48 Swiss National Bank 0.01% of their portfolio ZURICH, V8 126,900126.9k $12.0m $12.0m 0.01% Added +1.9k +1,900
49 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 123,132123.1k $11.6m $11.6m 0.01% Added +11.6k +11,561
50 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 118,118118.1k $11.2m $11.2m 0.02% Reduced -11.2k -11,210
51 Keeley-Teton Advisors, LLC 1.29% of their portfolio Chicago, IL 109,571109.6k $10.4m $10.4m 1.29% Reduced -27.8k -27,800
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 106,625106.6k $10.1m $10.1m 0.00% Reduced -19.0k -18,985
53 ProShare Advisors LLC 0.03% of their portfolio BETHESDA, MD 105,218105.2k $10.0m $10.0m 0.03% Added +4.0k +4,024
54 Public Sector Pension Investment Board 0.08% of their portfolio MONTREAL, A8 100,941100.9k $9.6m $9.6m 0.08% Reduced -406 -406
55 Kent Lake Capital LLC 5.66% of their portfolio RENO, NV 100,000100.0k $9.5m $9.5m 5.66% Reduced -25.0k -25,000
56 BARD ASSOCIATES INC 3.99% of their portfolio CHICAGO, IL 98,00298.0k $9.3m $9.3m 3.99% Reduced -1.9k -1,850
57 OPPENHEIMER ASSET MANAGEMENT INC. 0.14% of their portfolio NEW YORK, NY 92,07492.1k $8.7m $8.7m 0.14% Reduced -466 -466
58 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 90,48890.5k $8.6m $8.6m 0.01% Reduced -4.3k -4,282
59 COLONY GROUP LLC 0.10% of their portfolio Boston, MA 78,53278.5k $7.4m $7.4m 0.10% Added +25.1k +25,135
60 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 78,07978.1k $7.4m $7.4m 0.02% Reduced -4.5k -4,479
61 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 76,89976.9k $7.3m $7.3m 0.01% Added +13.3k +13,325
62 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 74,78874.8k $7.1m $7.1m 0.01% Reduced -124 -124
63 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 73,49773.5k $7.0m $7.0m 0.01% Added +2.5k +2,548
64 EULAV Asset Management 0.29% of their portfolio SARASOTA, FL 71,30071.3k $6.7m $6.7m 0.29% Unchanged
65 Bahl & Gaynor LLC 0.04% of their portfolio CINCINNATI, OH 70,13870.1k $6.6m $6.6m 0.04% Reduced -1.1k -1,064
66 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 67,51867.5k $6.4m $6.4m 0.03% Reduced -24.0k -23,967
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 67,20867.2k $6.4m $6.4m 0.01% Added +584 +584
68 AXA S.A. 0.02% of their portfolio PARIS, I0 67,20067.2k $6.4m $6.4m 0.02% Reduced -13.6k -13,600
69 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 64,92264.9k $6.1m $6.1m 0.02% Added +7.8k +7,768
70 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 63,36363.4k $6.0m $6.0m 0.02% Reduced -1.1k -1,111
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 62,78062.8k $5.9m $5.9m 0.00% Added +6.0k +6,006
72 Bridgewater Associates, LP 0.03% of their portfolio Westport, CT 62,23862.2k $5.9m $5.9m 0.03% Reduced -21.0k -21,043
73 Bridge City Capital, LLC 2.99% of their portfolio LAKE OSWEGO, OR 61,69461.7k $5.8m $5.8m 2.99% Reduced -5.9k -5,883
74 Hillsdale Investment Management Inc. 0.49% of their portfolio Toronto, A6 61,53061.5k $5.8m $5.8m 0.49% Reduced -5.6k -5,600
75 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 60,60960.6k $5.7m $5.7m 0.01% Reduced -1.3k -1,251
76 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.05% of their portfolio HARRISBURG, PA 59,38059.4k $5.6m $5.6m 0.05% Added +9.0k +9,004
77 Aptus Capital Advisors, LLC 0.18% of their portfolio FAIRHOPE, AL 56,64856.6k $5.4m $5.4m 0.18% Added +6.4k +6,355
78 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 56,10056.1k $5.3m $5.3m 0.00% Reduced -718 -718
79 COMERICA BANK 0.04% of their portfolio DALLAS, TX 54,07254.1k $5.1m $5.1m 0.04% Reduced -10.0k -9,989
80 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 50,04850.0k $4.7m $4.7m 0.02% Reduced -3.3k -3,277
81 B. Metzler seel. Sohn & Co. AG 0.08% of their portfolio FRANKFURT, 2M 48,70648.7k $4.6m $4.6m 0.08% Added +10.3k +10,304
82 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 47,48947.5k $4.5m $4.5m 0.00% Reduced -75.9k -75,853
83 LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio LOS ANGELES, CA 46,12146.1k $4.4m $4.4m 0.02% Reduced -2.6k -2,609
84 Clark Capital Management Group, Inc. 0.04% of their portfolio PHILADELPHIA, PA 45,94145.9k $4.3m $4.3m 0.04% Added +312 +312
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 45,94045.9k $4.3m $4.3m 0.00% First filing
86 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 45,81345.8k $4.4m $4.4m 0.00% Added +1.4k +1,450
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 45,71945.7k $4.3m $4.3m 0.00% Added +1.5k +1,525
88 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 45,48645.5k $4.3m $4.3m 0.05% Reduced -1.5k -1,489
89 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 44,14544.1k $4.2m $4.2m 0.01% Reduced -200 -200
90 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 41,48741.5k $3.9m $3.9m 0.01% Added +9.1k +9,125
91 State of Tennessee, Department of Treasury 0.02% of their portfolio NASHVILLE, TN 41,24441.2k $3.9m $3.9m 0.02% Added +734 +734
92 State of Alaska, Department of Revenue 0.05% of their portfolio JUNEAU, AK 38,57938.6k $3.6m $3.6m 0.05% Added +279 +279
93 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 37,30137.3k $3.5m $3.5m 0.05% Reduced -2.5k -2,468
94 RICE HALL JAMES & ASSOCIATES, LLC 0.20% of their portfolio San Diego, CA 37,03937.0k $3.5m $3.5m 0.20% Reduced -1.1k -1,088
95 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.07% of their portfolio New York, NY 36,48336.5k $3.5m $3.5m 0.07% Reduced -564 -564
96 YOUSIF CAPITAL MANAGEMENT, LLC 0.04% of their portfolio BLOOMFIELD HILLS, MI 36,18236.2k $3.4m $3.4m 0.04% Reduced -8.5k -8,485
97 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 35,74435.7k $3.4m $3.4m 0.00% Added +26.5k +26,484
98 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 35,37235.4k $3.3m $3.3m 0.01% Reduced -983 -983
99 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,76732.8k $3.1m $3.1m 0.00% Added +10.3k +10,288
100 Values First Advisors, Inc. 2.05% of their portfolio JOHNSON CITY, TN 30,99431.0k $2.9m $2.9m 2.05% Reduced -418 -418