Vault-13

ISHARES TR EFA

MSCI EAFE ETF · ETP · CUSIP 464287465

2,047 institutional holders +16 vs Q2 2025
594,522,578594.5m shares reported held*
$55.6bnreported value*
106 new 709 added 693 reduced 79 sold out net bought ≈ $661.0m (+7.3m 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 ($79.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $93.49. Options: 37 managers hold calls ($6.4bn notional), 47 hold puts ($7.5bn).

Trends to Q3 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: 2,031Q3 25: 2,0472,047Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 20252,047

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ4 23: 771 bought or addedQ4 23: 762 cut or sold outQ1 24: 584 bought or addedQ1 24: 935 cut or sold outQ1 24Q2 24: 753 bought or addedQ2 24: 807 cut or sold outQ3 24: 645 bought or addedQ3 24: 806 cut or sold outQ3 24Q4 24: 791 bought or addedQ4 24: 792 cut or sold outQ1 25: 672 bought or addedQ1 25: 957 cut or sold outQ1 25Q2 25: 952 bought or addedQ2 25: 757 cut or sold outQ3 25: 815 bought or addedQ3 25: 772 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023771762
Q1 2024584935
Q2 2024753807
Q3 2024645806
Q4 2024791792
Q1 2025672957
Q2 2025952757
Q3 2025815772

Calls vs puts

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

CallsPuts
$0$2bn$4bn$6bn$8bnQ4 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 1.29Q3 25 calls: $6.4bnQ3 25 puts: $7.5bnQ3 25P/C 1.17
Numbers
QuarterCallsPutsP/C
Q4 2024$5.2bn$6.3bn1.21
Q1 2025$4.9bn$5.8bn1.17
Q2 2025$5.1bn$6.6bn1.29
Q3 2025$6.4bn$7.5bn1.17

Biggest buyers

JPMORGAN CHASE & CO Added +19,713,265+19.7m
CAUSEWAY CAPITAL MANAGEMENT LLC Added +4,952,603+5.0m
MORGAN STANLEY Added +4,127,450+4.1m
CITADEL ADVISORS LLC Added +2,564,035+2.6m
BESSEMER GROUP INC Added +2,061,536+2.1m
BANK OF AMERICA CORP /DE/ Added +2,060,598+2.1m
NATIXIS ADVISORS, LLC Added +952,877+952.9k
AMERIPRISE FINANCIAL INC Added +809,972+810.0k
Cetera Investment Advisers Added +797,804+797.8k
Prosperity Consulting Group, LLC Added +788,837+788.8k

Biggest sellers

ROYAL BANK OF CANADA Reduced -9,122,359-9.1m
GOLDMAN SACHS GROUP INC Reduced -4,520,185-4.5m
Corient Private Wealth LP Reduced -3,632,262-3.6m
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Sold out -3,508,740-3.5m
JANE STREET GROUP, LLC Reduced -3,024,333-3.0m
BlackRock, Inc. Reduced -2,916,311-2.9m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -2,337,880-2.3m
BNP PARIBAS FINANCIAL MARKETS Reduced -2,164,460-2.2m
Rockefeller Capital Management L.P. Reduced -1,660,274-1.7m
Johns Hopkins University Sold out -694,423-694.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.5bn16.3m shares
GOLDMAN SACHS GROUP INC Added $688.2m7.4m shares
JANE STREET GROUP, LLC Reduced $661.2m7.1m shares
BARCLAYS PLC Added $445.8m4.8m shares
CITIGROUP INC Added $442.6m4.7m shares
BlackRock, Inc. Reduced $435.2m4.7m shares
MILLENNIUM MANAGEMENT LLC Added $357.1m3.8m shares
BANK OF AMERICA CORP /DE/ Reduced $268.3m2.9m shares
UBS Group AG Added $209.4m2.2m shares
Squarepoint Ops LLC Added $193.1m2.1m shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.8bn19.7m shares
JANE STREET GROUP, LLC Reduced $725.8m7.8m shares
GOLDMAN SACHS GROUP INC Added $636.7m6.8m shares
ROYAL BANK OF CANADA Added $419.4m4.5m shares
BANK OF AMERICA CORP /DE/ Added $413.0m4.4m shares
CITIGROUP INC Reduced $411.8m4.4m shares
WELLS FARGO & COMPANY/MN Added $389.2m4.2m shares
UBS Group AG Added $361.3m3.9m shares
MILLENNIUM MANAGEMENT LLC Added $341.1m3.7m shares
Squarepoint Ops LLC Added $322.7m3.5m 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.15% of their portfolio New York, NY 91,444,60191.4m $8.5bn $8.5bn 0.15% Reduced -2.9m -2,916,311
2 JPMORGAN CHASE & CO 0.12% of their portfolio NEW YORK, NY 40,952,67041.0m $3.8bn $3.8bn 0.12% Added +19.7m +19,713,265
3 BANK OF AMERICA CORP /DE/ 0.27% of their portfolio CHARLOTTE, NC 38,284,01638.3m $3.6bn $3.6bn 0.27% Added +2.1m +2,060,598
4 GOLDMAN SACHS GROUP INC 0.40% of their portfolio NEW YORK, NY 29,656,78129.7m $2.8bn $2.8bn 0.40% Reduced -4.5m -4,520,185
5 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 27,372,99427.4m $2.6bn $2.6bn 0.15% Added +4.1m +4,127,450
6 NORTHERN TRUST CORP 0.25% of their portfolio CHICAGO, IL 21,097,65221.1m $2.0bn $2.0bn 0.25% Added +184.9k +184,934
7 WELLS FARGO & COMPANY/MN 0.30% of their portfolio SAN FRANCISCO, CA 15,573,78215.6m $1.5bn $1.5bn 0.30% Added +360.1k +360,079
8 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 18.66% of their portfolio MILWAUKEE, WI 13,813,86413.8m $1.3bn $1.3bn 18.66% Added +211.5k +211,523
9 UBS Group AG 0.22% of their portfolio ZURICH, V8 11,996,86712.0m $1.1bn $1.1bn 0.22% Added +72.0k +72,028
10 ROYAL BANK OF CANADA 0.18% of their portfolio TORONTO, A6 10,855,95110.9m $1.0bn $1.0bn 0.18% Reduced -9.1m -9,122,359
11 FMR LLC 0.04% of their portfolio BOSTON, MA 8,886,9638.9m $829.8m $829.8m 0.04% Reduced -142.0k -142,005
12 TD Asset Management Inc 0.66% of their portfolio Toronto, A6 8,685,5078.7m $811.0m $811.0m 0.66% Reduced -365.5k -365,478
13 PNC Financial Services Group, Inc. 0.48% of their portfolio Pittsburgh, PA 8,497,2068.5m $793.4m $793.4m 0.48% Reduced -192.4k -192,398
14 Bank of New York Mellon Corp 0.13% of their portfolio NEW YORK, NY 7,902,6827.9m $737.9m $737.9m 0.13% Reduced -73.8k -73,791
15 US BANCORP \DE\ 0.82% of their portfolio MINNEAPOLIS, MN 7,397,9007.4m $690.7m $690.7m 0.82% Reduced -54.6k -54,581
16 ENVESTNET ASSET MANAGEMENT INC 0.17% of their portfolio Berwyn, PA 6,423,7746.4m $599.8m $599.8m 0.17% Added +8.0k +7,963
17 AlTi Global, Inc. 13.15% of their portfolio NEW YORK, NY 6,000,4226.0m $560.3m $560.3m 13.15% Added +141.4k +141,445
18 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 5,518,7625.5m $515.3m $515.3m 0.15% Added +486.0k +486,012
19 CAUSEWAY CAPITAL MANAGEMENT LLC 6.12% of their portfolio LOS ANGELES, CA 4,959,6675.0m $463.1m $463.1m 6.12% Added +5.0m +4,952,603
20 BESSEMER GROUP INC 0.63% of their portfolio WOODBRIDGE, NJ 4,430,2394.4m $413.7m $413.7m 0.63% Added +2.1m +2,061,536
21 BANK OF MONTREAL /CAN/ 0.17% of their portfolio TORONTO, A6 4,266,1614.3m $398.3m $398.3m 0.17% Added +277.0k +276,970
22 TRUIST FINANCIAL CORP 0.52% of their portfolio CHARLOTTE, NC 4,083,4754.1m $381.3m $381.3m 0.52% Added +601.2k +601,240
23 JONES FINANCIAL COMPANIES LLLP 0.23% of their portfolio DES PERES, MO 3,669,5953.7m $340.2m $340.2m 0.23% Added +170.3k +170,323
24 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 3,449,4193.4m $322.1m $322.1m 0.10% Added +41.9k +41,912
25 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 3,382,3233.4m $315.7m $315.7m 0.07% Added +810.0k +809,972
26 Board of Trustees of The Leland Stanford Junior University 36.73% of their portfolio STANFORD, CA 3,346,4343.3m $312.5m $312.5m 36.73% Unchanged
27 CIBC Asset Management Inc 0.81% of their portfolio TORONTO, Z4 2,994,2383.0m $279.6m $279.6m 0.81% Added +5.0k +5,036
28 Sand Hill Global Advisors, LLC 9.34% of their portfolio Palo Alto, CA 2,841,2882.8m $265.3m $265.3m 9.34% Added +30.9k +30,861
29 Mariner, LLC 0.34% of their portfolio Overland Park, KS 2,784,9972.8m $260.0m $260.0m 0.34% Reduced -262.0k -262,026
30 CITADEL ADVISORS LLC 0.20% of their portfolio MIAMI, FL 2,625,6932.6m $245.2m $245.2m 0.20% Added +2.6m +2,564,035
31 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.41% of their portfolio TALLAHASSEE, FL 2,530,8332.5m $236.3m $236.3m 0.41% Added +188.8k +188,814
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.15% of their portfolio MILWAUKEE, WI 2,460,7082.5m $229.8m $229.8m 0.15% Added +65.6k +65,641
33 Hackensack Meridian Health, Inc. 23.41% of their portfolio EDISON, NJ 2,440,9322.4m $227.9m $227.9m 23.41% Unchanged
34 PRUDENTIAL FINANCIAL INC 0.27% of their portfolio NEWARK, NJ 2,398,1832.4m $223.9m $223.9m 0.27% Reduced -28.8k -28,800
35 NATIXIS ADVISORS, LLC 0.32% of their portfolio Boston, MA 2,341,7772.3m $218.7m $218.7m 0.32% Added +952.9k +952,877
36 BANK OF NOVA SCOTIA 0.37% of their portfolio TORONTO, A6 2,240,8412.2m $209.2m $209.2m 0.37% Added +149.9k +149,919
37 Badgley Phelps Wealth Managers, LLC 4.30% of their portfolio SEATTLE, WA 2,189,0302.2m $204.4m $204.4m 4.30% Reduced -11.4k -11,375
38 MACKENZIE FINANCIAL CORP 0.24% of their portfolio TORONTO ONTARIO, A6 2,146,8312.1m $200.4m $200.4m 0.24% Reduced -91.3k -91,286
39 Corient Private Wealth LP 0.31% of their portfolio MIAMI, FL 2,136,0172.1m $199.4m $199.4m 0.31% Reduced -3.6m -3,632,262
40 REGIONS FINANCIAL CORP 0.63% of their portfolio BIRMINGHAM, AL 2,098,2442.1m $195.9m $195.9m 0.63% Reduced -52.3k -52,334
41 Creative Planning 0.15% of their portfolio OVERLAND PARK, KS 2,071,2532.1m $193.4m $193.4m 0.15% Reduced -13.8k -13,773
42 Hirtle & Co., LLC 6.61% of their portfolio WEST CONSHOHOCKEN, PA 2,014,4632.0m $188.1m $188.1m 6.61% Reduced -12.5k -12,464
43 Rockefeller Capital Management L.P. 0.35% of their portfolio NEW YORK, NY 1,914,6661.9m $178.8m $178.8m 0.35% Reduced -1.7m -1,660,274
44 Cullen/Frost Bankers, Inc. 2.05% of their portfolio San Antonio, TX 1,886,3331.9m $176.1m $176.1m 2.05% Added +39.3k +39,293
45 Cetera Investment Advisers 0.20% of their portfolio SCHAUMBURG, IL 1,813,0451.8m $169.3m $169.3m 0.20% Added +797.8k +797,804
46 COMERICA BANK 0.63% of their portfolio DALLAS, TX 1,784,1941.8m $166.6m $166.6m 0.63% Reduced -222.9k -222,917
47 Financial Engines Advisors L.L.C. 0.30% of their portfolio SANTA CLARA, CA 1,680,9911.7m $157.0m $157.0m 0.30% Reduced -37.6k -37,626
48 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,641,2401.6m $153.2m $153.2m 0.17% Added +126.8k +126,810
49 M&T Bank Corp 0.51% of their portfolio BUFFALO, NY 1,627,9851.6m $152.0m $152.0m 0.51% Reduced -363.1k -363,132
50 Cerity Partners LLC 0.24% of their portfolio NEW YORK, NY 1,607,9411.6m $148.9m $148.9m 0.24% Reduced -10.2k -10,218
51 KEYBANK NATIONAL ASSOCIATION/OH 0.52% of their portfolio BROOKLYN, OH 1,593,2601.6m $148.8m $148.8m 0.52% Reduced -33.1k -33,059
52 JANE STREET GROUP, LLC 0.17% of their portfolio NEW YORK, NY 1,576,3591.6m $147.2m $147.2m 0.17% Reduced -3.0m -3,024,333
53 STIFEL FINANCIAL CORP 0.13% of their portfolio ST. LOUIS, MO 1,467,3311.5m $137.0m $137.0m 0.13% Added +36.7k +36,725
54 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 1,438,4101.4m $133.6m $133.6m 0.19% Added +549.2k +549,157
55 BAILARD, INC. 2.90% of their portfolio Foster City, CA 1,427,3161.4m $133.3m $133.3m 2.90% Added +41.3k +41,291
56 MERCER GLOBAL ADVISORS INC /ADV 0.22% of their portfolio DENVER, CO 1,421,8311.4m $132.8m $132.8m 0.22% Added +70.4k +70,405
57 Baird Financial Group, Inc. 0.21% of their portfolio MILWAUKEE, WI 1,413,0931.4m $131.9m $131.9m 0.21% Added +71.0k +70,954
58 Arvest Bank Trust Division 6.98% of their portfolio DEWEY, OK 1,347,6551.3m $125.8m $125.8m 6.98% Reduced -40.3k -40,261
59 CAPTRUST FINANCIAL ADVISORS 0.25% of their portfolio RALEIGH, NC 1,296,3761.3m $121.0m $121.0m 0.25% Added +11.5k +11,516
60 CIBC Private Wealth Group LLC 0.20% of their portfolio ATLANTA, GA 1,272,3111.3m $118.8m $118.8m 0.20% Added +46.6k +46,619
61 BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio PARIS, I0 1,247,4541.2m $116.5m $116.5m 0.09% Reduced -2.2m -2,164,460
62 FIFTH THIRD BANCORP 0.36% of their portfolio CINCINNATI, OH 1,210,6801.2m $113.0m $113.0m 0.36% Added +7.9k +7,938
63 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 1,194,2961.2m $111.4m $111.4m 0.07% Reduced -159.3k -159,270
64 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,152,8531.2m $107.6m $107.6m 0.03% Added +361.6k +361,640
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.15% of their portfolio BALA CYNWYD, PA 1,128,8751.1m $105.4m $105.4m 0.15% Reduced -2.3m -2,337,880
66 Wealthspire Advisors, LLC 0.54% of their portfolio NEW YORK, NY 1,111,4661.1m $103.8m $103.8m 0.54% Reduced -25.4k -25,398
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15% of their portfolio PLYMOUTH, MN 1,078,6121.1m $101.9m $101.9m 0.15% Added +35.2k +35,182
68 WoodTrust Financial Corp 11.77% of their portfolio WISCONSIN RAPIDS, WI 1,058,6871.1m $98.8m $98.8m 11.77% Added +44.7k +44,688
69 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,050,9491.1m $98.1m $98.1m 0.13% Reduced -238.3k -238,255
70 HUNTINGTON NATIONAL BANK 0.58% of their portfolio COLUMBUS, OH 1,022,3631.0m $95.5m $95.5m 0.58% Reduced -17.3k -17,298
71 Linscomb Wealth, Inc. 3.99% of their portfolio Houston, TX 992,441992.4k $92.7m $92.7m 3.99% Reduced -10.0k -9,962
72 Pathstone Holdings, LLC 0.35% of their portfolio ENGLEWOOD, NJ 976,478976.5k $91.2m $91.2m 0.35% Reduced -229.2k -229,202
73 BOKF, NA 1.36% of their portfolio TULSA, OK 966,636966.6k $90.3m $90.3m 1.36% Added +3.0k +3,036
74 Sanctuary Advisors, LLC 0.24% of their portfolio INDIANAPOLIS, IN 906,022906.0k $80.1m $80.1m 0.24% Added +419.2k +419,179
75 Glenmede Investment Management, LP 0.41% of their portfolio PHILADELPHIA, PA 899,954900.0k $84.0m $84.0m 0.41% Added +8.3k +8,347
76 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 894,235894.2k $83.6m $83.6m 0.13% Added +246.9k +246,928
77 BLAIR WILLIAM & CO/IL 0.21% of their portfolio CHICAGO, IL 854,703854.7k $79.8m $79.8m 0.21% Added +42.2k +42,220
78 BROWN ADVISORY INC 0.10% of their portfolio BALTIMORE, MD 831,939831.9k $77.7m $77.7m 0.10% Added +106.5k +106,471
79 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 828,160828.2k $77.3m $77.3m 0.03% Reduced -469.4k -469,430
80 Ensign Peak Advisors, Inc 0.13% of their portfolio SALT LAKE CITY, UT 820,314820.3k $76.6m $76.6m 0.13% Unchanged
81 Valmark Advisers, Inc. 0.99% of their portfolio AKRON, OH 819,865819.9k $76.6m $76.6m 0.99% Added +13.1k +13,149
82 Miller Investment Management, LP 7.67% of their portfolio WEST CONSHOHOCKEN, PA 817,940817.9k $76.4m $76.4m 7.67% Reduced -2.4k -2,430
83 Prosperity Consulting Group, LLC 3.73% of their portfolio OWINGS MILLS, MD 809,693809.7k $75.6m $75.6m 3.73% Added +788.8k +788,837
84 BECKER CAPITAL MANAGEMENT INC 2.19% of their portfolio Portland, OR 801,714801.7k $74.9m $74.9m 2.19% Added +44.5k +44,503
85 Annis Gardner Whiting Capital Advisors, LLC 15.19% of their portfolio TAMPA, FL 788,652788.7k $73.6m $73.6m 15.19% Added +787.6k +787,607
86 Squarepoint Ops LLC 0.15% of their portfolio NEW YORK, NY 766,372766.4k $71.6m $71.6m 0.15% Reduced -226.7k -226,688
87 WGI DM, LLC 2.63% of their portfolio BOSTON, MA 754,025754.0k $70.4m $70.4m 2.63% Not comparable
88 TRUSTMARK BANK TRUST DEPARTMENT 4.52% of their portfolio JACKSON, MS 745,706745.7k $69.6m $69.6m 4.52% Added +32.3k +32,313
89 STOCK YARDS BANK & TRUST CO 2.16% of their portfolio LOUISVILLE, KY 736,495736.5k $68.8m $68.8m 2.16% Added +23.9k +23,860
90 Janney Montgomery Scott LLC 0.16% of their portfolio PHILADELPHIA, PA 724,705724.7k $67.7m $67.7m 0.16% Added +8.1k +8,067
91 HANCOCK WHITNEY CORP 1.22% of their portfolio GULFPORT, MS 720,941720.9k $67.3m $67.3m 1.22% Reduced -16.6k -16,597
92 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 712,483712.5k $66.5m $66.5m 0.02% Added +9.8k +9,773
93 AMG National Trust Bank 1.61% of their portfolio GREENWOOD VILLAGE, CO 707,619707.6k $66.1m $66.1m 1.61% Reduced -1.8k -1,845
94 MML INVESTORS SERVICES, LLC 0.17% of their portfolio SPRINGFIELD, MA 700,629700.6k $65.4m $65.4m 0.17% Added +2.8k +2,756
95 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 693,353693.4k $64.7m $64.7m 0.18% Reduced -10.4k -10,385
96 USA FINANCIAL FORMULAS 11.37% of their portfolio ADA, MI 691,202691.2k $64.5m $64.5m 11.37% Reduced -67.6k -67,561
97 Capital International Investors 0.01% of their portfolio Los Angeles, CA 690,803690.8k $64.2m $64.2m 0.01% Added +434.9k +434,866
98 Allspring Global Investments Holdings, LLC 0.10% of their portfolio CHARLOTTE, NC 689,388689.4k $64.9m $64.9m 0.10% Reduced -77.1k -77,147
99 Valeo Financial Advisors, LLC 1.39% of their portfolio CARMEL, IN 654,515654.5k $61.1m $61.1m 1.39% Added +978 +978
100 BIP Wealth, LLC 3.00% of their portfolio ATLANTA, GA 649,432649.4k $60.6m $60.6m 3.00% Added +5.2k +5,211