Vault-13

ISHARES TR EFA

MSCI EAFE ETF · ETP · CUSIP 464287465

2,031 institutional holders +66 vs Q1 2025
588,085,511588.1m shares reported held*
$52.6bnreported value*
149 new 803 added 681 reduced 76 sold out net bought ≈ $1.2bn (+13.4m 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 ($71.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.52. Options: 40 managers hold calls ($5.1bn notional), 48 hold puts ($6.6bn).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,591Q4 22: 1,703Q1 23: 1,728Q2 23: 1,786Q3 23: 1,753Q4 23: 1,868Q1 24: 1,857Q2 24: 1,857Q3 24: 1,864Q4 24: 1,948Q1 25: 1,965Q2 25: 2,0312,031Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221,591
Q4 20221,703
Q1 20231,728
Q2 20231,786
Q3 20231,753
Q4 20231,868
Q1 20241,857
Q2 20241,857
Q3 20241,864
Q4 20241,948
Q1 20251,965
Q2 20252,031

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 23: 614 bought or addedQ3 23: 819 cut or sold outQ4 23: 771 bought or addedQ4 23: 762 cut or sold outQ4 23Q1 24: 584 bought or addedQ1 24: 935 cut or sold outQ2 24: 753 bought or addedQ2 24: 807 cut or sold outQ2 24Q3 24: 645 bought or addedQ3 24: 806 cut or sold outQ4 24: 791 bought or addedQ4 24: 792 cut or sold outQ4 24Q1 25: 672 bought or addedQ1 25: 957 cut or sold outQ2 25: 952 bought or addedQ2 25: 757 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023614819
Q4 2023771762
Q1 2024584935
Q2 2024753807
Q3 2024645806
Q4 2024791792
Q1 2025672957
Q2 2025952757

Calls vs puts

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

CallsPuts
$0$2.5bn$5bn$7.5bn$10bnQ3 24 calls: $6.3bnQ3 24 puts: $9.2bnQ3 24P/C 1.47Q4 24 calls: $5.2bnQ4 24 puts: $6.3bnQ4 24P/C 1.21Q1 25 calls: $4.9bnQ1 25 puts: $5.8bnQ1 25P/C 1.17Q2 25 calls: $5.1bnQ2 25 puts: $6.6bnQ2 25P/C 1.29
Numbers
QuarterCallsPutsP/C
Q3 2024$6.3bn$9.2bn1.47
Q4 2024$5.2bn$6.3bn1.21
Q1 2025$4.9bn$5.8bn1.17
Q2 2025$5.1bn$6.6bn1.29

Biggest buyers

ROYAL BANK OF CANADA Added +11,038,863+11.0m
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV New +3,508,740+3.5m
JANE STREET GROUP, LLC Added +3,226,064+3.2m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,425,391+2.4m
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM New +2,342,019+2.3m
Board of Trustees of The Leland Stanford Junior University Added +2,308,580+2.3m
BESSEMER GROUP INC Added +2,293,687+2.3m
Rockefeller Capital Management L.P. Added +1,949,630+1.9m
Corient Private Wealth LP Added +1,939,941+1.9m
Cerity Partners LLC New +1,618,159+1.6m

Biggest sellers

BlackRock, Inc. Reduced -22,038,809-22.0m
MORGAN STANLEY Reduced -3,482,875-3.5m
GOLDMAN SACHS GROUP INC Reduced -2,018,140-2.0m
CITIGROUP INC Reduced -1,341,382-1.3m
SG Americas Securities, LLC Reduced -1,173,036-1.2m
BNP PARIBAS FINANCIAL MARKETS Reduced -1,143,402-1.1m
Qube Research & Technologies Ltd Reduced -933,270-933.3k
NATIXIS ADVISORS, LLC Reduced -880,926-880.9k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -802,724-802.7k
JPMORGAN CHASE & CO Reduced -774,504-774.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1bn12.2m shares
JANE STREET GROUP, LLC Added $965.2m10.8m shares
BlackRock, Inc. Added $514.2m5.8m shares
BARCLAYS PLC Added $358.7m4.0m shares
GOLDMAN SACHS GROUP INC Added $292.4m3.3m shares
BANK OF AMERICA CORP /DE/ Added $267.5m3.0m shares
CITIGROUP INC Reduced $233.2m2.6m shares
CITADEL ADVISORS LLC Added $205.5m2.3m shares
WELLS FARGO & COMPANY/MN Added $185.9m2.1m shares
MILLENNIUM MANAGEMENT LLC Reduced $133.9m1.5m shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.3bn14.2m shares
JANE STREET GROUP, LLC Added $1.0bn11.7m shares
GOLDMAN SACHS GROUP INC Reduced $497.8m5.6m shares
CITIGROUP INC Reduced $430.5m4.8m shares
BANK OF AMERICA CORP /DE/ Added $389.7m4.4m shares
ROYAL BANK OF CANADA Added $373.5m4.2m shares
UBS Group AG Reduced $303.4m3.4m shares
MILLENNIUM MANAGEMENT LLC Added $301.9m3.4m shares
WELLS FARGO & COMPANY/MN Reduced $288.1m3.2m shares
BARCLAYS PLC Added $261.2m2.9m 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 Portfolio Management LLC 13G · institution -1.2 pts · filed 2026-07-17 11.8% -1.2 pts 88.0m≈ $9.1bn 2026-07-17

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.16% of their portfolio New York, NY 94,360,91294.4m $8.4bn $8.4bn 0.16% Reduced -22.0m -22,038,809
2 BANK OF AMERICA CORP /DE/ 0.26% of their portfolio CHARLOTTE, NC 36,223,41836.2m $3.2bn $3.2bn 0.26% Reduced -455.0k -454,992
3 GOLDMAN SACHS GROUP INC 0.49% of their portfolio NEW YORK, NY 34,176,96634.2m $3.1bn $3.1bn 0.49% Reduced -2.0m -2,018,140
4 MORGAN STANLEY 0.14% of their portfolio NEW YORK, NY 23,245,54423.2m $2.1bn $2.1bn 0.14% Reduced -3.5m -3,482,875
5 JPMORGAN CHASE & CO 0.13% of their portfolio NEW YORK, NY 21,239,40521.2m $1.9bn $1.9bn 0.13% Reduced -774.5k -774,504
6 NORTHERN TRUST CORP 0.26% of their portfolio CHICAGO, IL 20,912,71820.9m $1.9bn $1.9bn 0.26% Added +598.2k +598,195
7 ROYAL BANK OF CANADA 0.17% of their portfolio TORONTO, A6 19,978,31020.0m $1.8bn $1.8bn 0.17% Added +11.0m +11,038,863
8 WELLS FARGO & COMPANY/MN 0.30% of their portfolio SAN FRANCISCO, CA 15,213,70315.2m $1.4bn $1.4bn 0.30% Added +662.7k +662,715
9 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 18.71% of their portfolio MILWAUKEE, WI 13,602,34113.6m $1.2bn $1.2bn 18.71% Reduced -435.5k -435,505
10 UBS Group AG 0.22% of their portfolio ZURICH, V8 11,924,83911.9m $1.1bn $1.1bn 0.22% Added +932.4k +932,421
11 TD Asset Management Inc 0.69% of their portfolio Toronto, A6 9,050,9859.1m $809.1m $809.1m 0.69% Added +533.5k +533,545
12 FMR LLC 0.05% of their portfolio BOSTON, MA 9,028,9689.0m $807.1m $807.1m 0.05% Reduced -218.4k -218,374
13 PNC Financial Services Group, Inc. 0.50% of their portfolio Pittsburgh, PA 8,689,6048.7m $776.8m $776.8m 0.50% Added +29.0k +28,965
14 Bank of New York Mellon Corp 0.13% of their portfolio NEW YORK, NY 7,976,4738.0m $713.0m $713.0m 0.13% Added +211.3k +211,335
15 US BANCORP \DE\ 0.84% of their portfolio MINNEAPOLIS, MN 7,452,4817.5m $666.2m $666.2m 0.84% Reduced -52.3k -52,266
16 ENVESTNET ASSET MANAGEMENT INC 0.17% of their portfolio Berwyn, PA 6,415,8116.4m $573.5m $573.5m 0.17% Added +176.4k +176,415
17 AlTi Global, Inc. 13.14% of their portfolio NEW YORK, NY 5,858,9775.9m $523.8m $523.8m 13.14% Added +61.6k +61,599
18 Corient Private Wealth LP 0.67% of their portfolio MIAMI, FL 5,768,2795.8m $504.2m $504.2m 0.67% Added +1.9m +1,939,941
19 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 5,032,7505.0m $449.9m $449.9m 0.15% Added +820.1k +820,121
20 JANE STREET GROUP, LLC 0.66% of their portfolio NEW YORK, NY 4,600,6924.6m $411.3m $411.3m 0.66% Added +3.2m +3,226,064
21 BANK OF MONTREAL /CAN/ 0.18% of their portfolio TORONTO, A6 3,989,1914.0m $356.6m $356.6m 0.18% Added +235.5k +235,453
22 Rockefeller Capital Management L.P. 0.39% of their portfolio NEW YORK, NY 3,574,9403.6m $333.3m $333.3m 0.39% Added +1.9m +1,949,630
23 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 6.91% of their portfolio BOSTON, MA 3,508,7403.5m $313.6m $313.6m 6.91% New
24 JONES FINANCIAL COMPANIES LLLP 0.24% of their portfolio DES PERES, MO 3,499,2723.5m $312.6m $312.6m 0.24% Added +268.6k +268,611
25 TRUIST FINANCIAL CORP 0.46% of their portfolio CHARLOTTE, NC 3,482,2353.5m $311.3m $311.3m 0.46% Added +189.4k +189,369
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.47% of their portfolio BALA CYNWYD, PA 3,466,7553.5m $309.9m $309.9m 0.47% Added +2.4m +2,425,391
27 BNP PARIBAS FINANCIAL MARKETS 0.24% of their portfolio PARIS, I0 3,411,9143.4m $305.0m $305.0m 0.24% Reduced -1.1m -1,143,402
28 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 3,407,5073.4m $304.6m $304.6m 0.10% Added +255.8k +255,780
29 Board of Trustees of The Leland Stanford Junior University 32.38% of their portfolio STANFORD, CA 3,346,4343.3m $299.1m $299.1m 32.38% Added +2.3m +2,308,580
30 Mariner, LLC 0.39% of their portfolio Overland Park, KS 3,047,0233.0m $272.4m $272.4m 0.39% Added +120.1k +120,055
31 CIBC Asset Management Inc 0.84% of their portfolio TORONTO, Z4 2,989,2023.0m $267.2m $267.2m 0.84% Added +304.9k +304,875
32 Sand Hill Global Advisors, LLC 9.33% of their portfolio Palo Alto, CA 2,810,4272.8m $251.2m $251.2m 9.33% Reduced -15.5k -15,521
33 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 2,572,3512.6m $225.4m $225.4m 0.06% Reduced -30.5k -30,507
34 Hackensack Meridian Health, Inc. 24.17% of their portfolio EDISON, NJ 2,440,9322.4m $218.2m $218.2m 24.17% Added +202.0k +202,000
35 PRUDENTIAL FINANCIAL INC 0.28% of their portfolio NEWARK, NJ 2,426,9832.4m $216.9m $216.9m 0.28% Reduced -301.1k -301,101
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.16% of their portfolio MILWAUKEE, WI 2,395,0672.4m $214.1m $214.1m 0.16% Added +51.6k +51,641
37 BESSEMER GROUP INC 0.34% of their portfolio WOODBRIDGE, NJ 2,368,7032.4m $211.7m $211.7m 0.34% Added +2.3m +2,293,687
38 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.37% of their portfolio TALLAHASSEE, FL 2,342,0192.3m $209.4m $209.4m 0.37% New
39 MACKENZIE FINANCIAL CORP 0.26% of their portfolio TORONTO ONTARIO, A6 2,238,1172.2m $200.1m $200.1m 0.26% Added +6.3k +6,325
40 Badgley Phelps Wealth Managers, LLC 4.36% of their portfolio SEATTLE, WA 2,200,4052.2m $196.7m $196.7m 4.36% Reduced -34.1k -34,063
41 REGIONS FINANCIAL CORP 1.32% of their portfolio BIRMINGHAM, AL 2,150,5782.2m $192.2m $192.2m 1.32% Reduced -282.5k -282,533
42 BANK OF NOVA SCOTIA 0.38% of their portfolio TORONTO, A6 2,090,9222.1m $186.9m $186.9m 0.38% Added +1.5m +1,496,680
43 Creative Planning 0.16% of their portfolio OVERLAND PARK, KS 2,085,0262.1m $186.4m $186.4m 0.16% Reduced -25.6k -25,603
44 Hirtle & Co., LLC 6.87% of their portfolio WEST CONSHOHOCKEN, PA 2,026,9272.0m $181.2m $181.2m 6.87% Reduced -13.2k -13,173
45 COMERICA BANK 0.70% of their portfolio DALLAS, TX 2,007,1112.0m $179.4m $179.4m 0.70% Added +234.5k +234,490
46 M&T Bank Corp 0.61% of their portfolio BUFFALO, NY 1,991,1172.0m $178.0m $178.0m 0.61% Reduced -18.9k -18,861
47 Cullen/Frost Bankers, Inc. 2.07% of their portfolio San Antonio, TX 1,847,0401.8m $165.1m $165.1m 2.07% Added +145.1k +145,141
48 Financial Engines Advisors L.L.C. 0.31% of their portfolio SANTA CLARA, CA 1,718,6171.7m $153.6m $153.6m 0.31% Added +247.3k +247,337
49 KEYBANK NATIONAL ASSOCIATION/OH 0.54% of their portfolio BROOKLYN, OH 1,626,3191.6m $145.4m $145.4m 0.54% Reduced -71.4k -71,354
50 Cerity Partners LLC 0.26% of their portfolio NEW YORK, NY 1,618,1591.6m $143.5m $143.5m 0.26% New
51 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,514,4301.5m $135.4m $135.4m 0.17% Added +50.0k +50,036
52 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 1,430,6061.4m $127.9m $127.9m 0.12% Reduced -53.8k -53,797
53 NATIXIS ADVISORS, LLC 0.20% of their portfolio Boston, MA 1,388,9001.4m $124.2m $124.2m 0.20% Reduced -880.9k -880,926
54 Arvest Bank Trust Division 7.24% of their portfolio DEWEY, OK 1,387,9161.4m $124.1m $124.1m 7.24% Reduced -23.1k -23,062
55 BAILARD, INC. 2.89% of their portfolio Foster City, CA 1,386,0251.4m $123.9m $123.9m 2.89% Added +34.8k +34,789
56 HSBC HOLDINGS PLC 0.08% of their portfolio LONDON, X0 1,353,5661.4m $120.7m $120.7m 0.08% Added +165.9k +165,943
57 MERCER GLOBAL ADVISORS INC /ADV 0.27% of their portfolio DENVER, CO 1,351,4261.4m $120.8m $120.8m 0.27% Added +80.4k +80,443
58 Baird Financial Group, Inc. 0.21% of their portfolio MILWAUKEE, WI 1,342,1391.3m $120.0m $120.0m 0.21% Added +7.3k +7,270
59 BARCLAYS PLC 0.05% of their portfolio LONDON, X0 1,297,5901.3m $116.0m $116.0m 0.05% Reduced -195.1k -195,139
60 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,289,2041.3m $115.2m $115.2m 0.15% Added +160.1k +160,051
61 CAPTRUST FINANCIAL ADVISORS 0.26% of their portfolio RALEIGH, NC 1,284,8601.3m $114.9m $114.9m 0.26% Reduced -56.5k -56,543
62 CIBC Private Wealth Group LLC 0.20% of their portfolio ATLANTA, GA 1,225,6921.2m $109.6m $109.6m 0.20% Added +83.2k +83,216
63 Pathstone Holdings, LLC 0.39% of their portfolio ENGLEWOOD, NJ 1,205,6801.2m $97.6m $97.6m 0.39% Added +248.5k +248,536
64 FIFTH THIRD BANCORP 0.37% of their portfolio CINCINNATI, OH 1,202,7421.2m $107.5m $107.5m 0.37% Reduced -83.6k -83,627
65 Wealthspire Advisors, LLC 0.57% of their portfolio NEW YORK, NY 1,136,8641.1m $101.6m $101.6m 0.57% Added +12.9k +12,948
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15% of their portfolio PLYMOUTH, MN 1,043,4301.0m $93.4m $93.4m 0.15% Added +47.4k +47,384
67 HUNTINGTON NATIONAL BANK 0.61% of their portfolio COLUMBUS, OH 1,039,6611.0m $92.9m $92.9m 0.61% Added +9.2k +9,202
68 SG Americas Securities, LLC 0.41% of their portfolio NEW YORK, NY 1,035,8821.0m $92.6m $92.6m 0.41% Reduced -1.2m -1,173,036
69 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,015,2411.0m $90.8m $90.8m 0.15% Added +172.2k +172,211
70 WoodTrust Financial Corp 11.52% of their portfolio WISCONSIN RAPIDS, WI 1,013,9991.0m $90.6m $90.6m 11.52% Added +56.1k +56,075
71 Wilmington Savings Fund Society, FSB 1.60% of their portfolio WILMINGTON, DE 1,008,1741.0m $90.1m $90.1m 1.60% Added +302.5k +302,498
72 Linscomb Wealth, Inc. 4.12% of their portfolio Houston, TX 1,002,4031.0m $89.6m $89.6m 4.12% Reduced -34.8k -34,772
73 Squarepoint Ops LLC 0.20% of their portfolio NEW YORK, NY 993,060993.1k $88.8m $88.8m 0.20% New
74 BOKF, NA 1.39% of their portfolio TULSA, OK 963,600963.6k $86.1m $86.1m 1.39% Reduced -6.1k -6,117
75 Glenmede Investment Management, LP 0.40% of their portfolio PHILADELPHIA, PA 891,607891.6k $79.7m $79.7m 0.40% First filing
76 OSAIC HOLDINGS, INC. 0.14% of their portfolio SCOTTSDALE, AZ 889,253889.3k $79.5m $79.5m 0.14% Added +77.3k +77,316
77 CITIGROUP INC 0.05% of their portfolio NEW YORK, NY 835,753835.8k $74.7m $74.7m 0.05% Reduced -1.3m -1,341,382
78 Miller Investment Management, LP 7.70% of their portfolio WEST CONSHOHOCKEN, PA 820,370820.4k $73.3m $73.3m 7.70% Reduced -9.3k -9,334
79 Ensign Peak Advisors, Inc 0.13% of their portfolio SALT LAKE CITY, UT 820,314820.3k $73.3m $73.3m 0.13% Reduced -45.0k -44,955
80 BLAIR WILLIAM & CO/IL 0.20% of their portfolio CHICAGO, IL 812,483812.5k $72.6m $72.6m 0.20% Added +8.1k +8,149
81 Valmark Advisers, Inc. 1.00% of their portfolio AKRON, OH 806,716806.7k $72.1m $72.1m 1.00% Added +15.2k +15,227
82 WOLVERINE TRADING, LLC 1.82% of their portfolio CHICAGO, IL 801,449801.4k $71.6m $71.6m 1.82% Added +781.6k +781,628
83 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 791,213791.2k $70.7m $70.7m 0.02% Added +72.5k +72,501
84 WIT, LLC 1.74% of their portfolio DISTRICT OF COLUMBIA, DC 783,380783.4k $70.0m $70.0m 1.74% Added +364.8k +364,792
85 Allspring Global Investments Holdings, LLC 0.11% of their portfolio CHARLOTTE, NC 766,535766.5k $68.4m $68.4m 0.11% Reduced -28.4k -28,366
86 USA FINANCIAL FORMULAS 11.58% of their portfolio ADA, MI 758,763758.8k $67.8m $67.8m 11.58% Added +756.1k +756,115
87 BECKER CAPITAL MANAGEMENT INC 2.11% of their portfolio Portland, OR 757,211757.2k $67.7m $67.7m 2.11% Added +37.6k +37,649
88 HANCOCK WHITNEY CORP 1.26% of their portfolio GULFPORT, MS 737,538737.5k $65.9m $65.9m 1.26% Added +17.0k +16,958
89 Modern Wealth Management, LLC 1.61% of their portfolio KANSAS CITY, MO 730,429730.4k $65.3m $65.3m 1.61% Added +698.8k +698,840
90 BROWN ADVISORY INC 0.09% of their portfolio BALTIMORE, MD 725,468725.5k $64.8m $64.8m 0.09% Added +55.1k +55,051
91 Janney Montgomery Scott LLC 0.17% of their portfolio PHILADELPHIA, PA 716,638716.6k $64.1m $64.1m 0.17% Reduced -17.2k -17,164
92 TRUSTMARK BANK TRUST DEPARTMENT 4.41% of their portfolio JACKSON, MS 713,393713.4k $63.8m $63.8m 4.41% Added +244.9k +244,934
93 STOCK YARDS BANK & TRUST CO 2.13% of their portfolio LOUISVILLE, KY 712,635712.6k $63.7m $63.7m 2.13% Reduced -1.7k -1,713
94 AMG National Trust Bank 1.67% of their portfolio GREENWOOD VILLAGE, CO 709,464709.5k $63.4m $63.4m 1.67% Reduced -7.0k -7,009
95 Cambridge Investment Research Advisors, Inc. 0.19% of their portfolio FAIRFIELD, IA 703,738703.7k $62.9m $62.9m 0.19% Added +297.1k +297,144
96 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 702,710702.7k $62.8m $62.8m 0.02% Reduced -22.3k -22,277
97 MML INVESTORS SERVICES, LLC 0.18% of their portfolio SPRINGFIELD, MA 697,873697.9k $62.4m $62.4m 0.18% Added +34.1k +34,056
98 Johns Hopkins University 3.28% of their portfolio BALTIMORE, MD 694,423694.4k $62.1m $62.1m 3.28% New
99 Valeo Financial Advisors, LLC 1.44% of their portfolio CARMEL, IN 653,537653.5k $58.4m $58.4m 1.44% Added +11.7k +11,686
100 BONTEMPO OHLY CAPITAL MGMT LLC 26.35% of their portfolio BETHESDA, MD 651,075651.1k $58.2m $58.2m 26.35% Added +5.2k +5,229