Vault-13

PHILLIPS EDISON & CO INC PECO

COMMON STOCK · REIT · CUSIP 71844V201 · ISIN US71844V2016

American real estate investment trust

363 institutional holders -18 vs Q4 2023
101,405,561101.4m shares reported held*
82.8% of all shares outstanding*
$3.6bnreported value*
27 new 120 added 130 reduced 46 sold out net bought ≈ $25.9m (+721.9k 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 ($69.8k this quarter). Holder counts are more reliable. Shares outstanding: 122.4m as of 2024-04-19, 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 ≈ $35.86. Options: 4 managers hold calls ($3.8m notional), 3 hold puts ($49.5k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 330Q4 22: 343Q1 23: 349Q2 23: 365Q3 23: 360Q4 23: 381Q1 24: 363363Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022330
Q4 2022343
Q1 2023349
Q2 2023365
Q3 2023360
Q4 2023381
Q1 2024363

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 142 bought or addedQ4 22: 152 cut or sold outQ4 22Q1 23: 139 bought or addedQ1 23: 158 cut or sold outQ1 23Q2 23: 153 bought or addedQ2 23: 157 cut or sold outQ2 23Q3 23: 128 bought or addedQ3 23: 172 cut or sold outQ3 23Q4 23: 151 bought or addedQ4 23: 156 cut or sold outQ4 23Q1 24: 147 bought or addedQ1 24: 176 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022142152
Q1 2023139158
Q2 2023153157
Q3 2023128172
Q4 2023151156
Q1 2024147176

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ2 23 calls: $6.2mQ2 23 puts: $725.2kQ2 23P/C 0.12Q3 23 calls: $5.3mQ3 23 puts: $1.2mQ3 23P/C 0.23Q4 23 calls: $4.0mQ4 23 puts: $1.4mQ4 23P/C 0.34Q1 24 calls: $3.8mQ1 24 puts: $49.5kQ1 24P/C 0.01
Numbers
QuarterCallsPutsP/C
Q2 2023$6.2m$725.2k0.12
Q3 2023$5.3m$1.2m0.23
Q4 2023$4.0m$1.4m0.34
Q1 2024$3.8m$49.5k0.01

Biggest buyers

MORGAN STANLEY Added +1,190,702+1.2m
Cetera Investment Advisers Added +826,891+826.9k
AMERICAN CENTURY COMPANIES INC Added +580,437+580.4k
VANGUARD GROUP INC Added +577,445+577.4k
STATE STREET CORP Added +446,718+446.7k
GRS Advisors, LLC Added +331,675+331.7k
BlackRock Inc. Added +322,686+322.7k
Thrivent Financial for Lutherans Added +255,291+255.3k
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Added +174,240+174.2k
Edgestream Partners, L.P. Added +162,013+162.0k

Biggest sellers

FMR LLC Reduced -1,120,452-1.1m
CITADEL ADVISORS LLC Sold out -569,948-569.9k
WELLINGTON MANAGEMENT GROUP LLP Reduced -527,238-527.2k
Cetera Advisors LLC Sold out -493,202-493.2k
JPMORGAN CHASE & CO Reduced -429,626-429.6k
Cetera Advisor Networks LLC Sold out -389,781-389.8k
AE Wealth Management LLC Reduced -278,959-279.0k
GOLDMAN SACHS GROUP INC Reduced -175,682-175.7k
Focus Partners Wealth Reduced -164,515-164.5k
ALLIANCEBERNSTEIN L.P. Reduced -156,730-156.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.7m47.2k shares
CITADEL ADVISORS LLC Reduced $1.7m46.6k shares
GROUP ONE TRADING LLC Reduced $394.6k11.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $39.5k1.1k shares
SIMPLEX TRADING, LLC Unchanged $10.0k300 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
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-02-05 10.8% new 13.6m≈ $566.6m 2026-02-05
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 6.7m≈ $280.5m 2026-04-30

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.1%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q1 2024

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
101Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 1 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20220—0——
Q3 20220—0——
Q4 20220—1$301.6k—
Q1 20230—0——
Q2 20231$291.8k0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 21,582,53221.6m $774.2m $774.2m 0.02% Added +322.7k +322,686
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 19,337,03019.3m $693.6m $693.6m 0.01% Added +577.4k +577,445
3 WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio Boston, MA 7,556,3847.6m $271.0m $271.0m 0.05% Reduced -527.2k -527,238
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 7,109,7617.1m $255.6m $255.6m 0.01% Added +446.7k +446,718
5 FMR LLC 0.01% of their portfolio BOSTON, MA 3,142,0883.1m $112.7m $112.7m 0.01% Reduced -1.1m -1,120,452
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio Boston, MA 3,061,7543.1m $109.8m $109.8m 0.03% Reduced -25.5k -25,460
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,022,2483.0m $108.4m $108.4m 0.00% Added +1.2m +1,190,702
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,017,7353.0m $108.3m $108.3m 0.01% Added +144.9k +144,854
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,962,0992.0m $70.4m $70.4m 0.02% Added +89.6k +89,623
10 MACQUARIE GROUP LTD 0.06% of their portfolio Sydney, NSW 2000, C3 1,579,4721.6m $56.7m $56.7m 0.06% Reduced -40.2k -40,187
11 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,441,5521.4m $51.7m $51.7m 0.01% Reduced -104.2k -104,222
12 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,426,9941.4m $51.2m $51.2m 0.01% Added +95.8k +95,792
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,319,0841.3m $47.3m $47.3m 0.00% Reduced -429.6k -429,626
14 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,170,0771.2m $42.0m $42.0m 0.10% Added +826.9k +826,891
15 Legal & General Group Plc 0.01% of their portfolio London, X0 1,115,9861.1m $40.0m $40.0m 0.01% Added +11.6k +11,611
16 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,078,6661.1m $38.7m $38.7m 0.01% Added +52.0k +52,017
17 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,070,9561.1m $38.4m $38.4m 0.01% Added +152.3k +152,291
18 GRS Advisors, LLC 5.03% of their portfolio Chicago, IL 1,045,5401.0m $37.5m $37.5m 5.03% Added +331.7k +331,675
19 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 807,049807.0k $28.9m $28.9m 0.01% Added +12.8k +12,815
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 758,492758.5k $27.2m $27.2m 0.01% Reduced -45.6k -45,592
21 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 758,406758.4k $27.2m $27.2m 0.01% Reduced -2.7k -2,685
22 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 663,890663.9k $23.8m $23.8m 0.05% Added +255.3k +255,291
23 Holocene Advisors, LP 0.09% of their portfolio New York, NY 659,811659.8k $23.7m $23.7m 0.09% Added +15.2k +15,186
24 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 633,707633.7k $22.7m $22.7m 0.01% Added +10.8k +10,767
25 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 622,578622.6k $22.3m $22.3m 0.01% Added +580.4k +580,437
26 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 522,272522.3k $18.7m $18.7m 0.07% Reduced -16.6k -16,568
27 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 397,240397.2k $14.2m $14.2m 0.01% Added +1.8k +1,810
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 370,778370.8k $13.3m $13.3m 0.00% Reduced -44.5k -44,497
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 355,419355.4k $12.7m $12.7m 0.00% Reduced -6.1k -6,069
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 348,775348.8k $12.5m $12.5m 0.00% Added +118.3k +118,315
31 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 335,126335.1k $12.0m $12.0m 0.03% Reduced -11.9k -11,928
32 Alyeska Investment Group, L.P. 0.07% of their portfolio CHICAGO, IL 327,556327.6k $11.7m $11.7m 0.07% Added +87.5k +87,505
33 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 322,794322.8k $11.6m $11.6m 0.00% Reduced -156.7k -156,730
34 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 319,769319.8k $11.5m $11.5m 0.01% Reduced -53.6k -53,599
35 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 312,365312.4k $11.2m $11.2m 0.01% Added +33.4k +33,385
36 Asset Management One Co., Ltd. 0.04% of their portfolio TOKYO, M0 303,575303.6k $10.9m $10.9m 0.04% Added +9.3k +9,332
37 Edgestream Partners, L.P. 0.46% of their portfolio Princeton, NJ 255,978256.0k $9.2m $9.2m 0.46% Added +162.0k +162,013
38 Public Sector Pension Investment Board 0.07% of their portfolio MONTREAL, A8 250,115250.1k $9.0m $9.0m 0.07% Added +1.9k +1,930
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 237,642237.6k $8.5m $8.5m 0.01% Added +3.5k +3,485
40 Swiss National Bank 0.01% of their portfolio ZURICH, V8 236,100236.1k $8.5m $8.5m 0.01% Added +4.7k +4,700
41 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 231,385231.4k $8.3m $8.3m 0.02% Added +149.4k +149,431
42 B&I Capital AG 2.53% of their portfolio ZURICH, V8 222,795222.8k $8.0m $8.0m 2.53% Unchanged
43 ExodusPoint Capital Management, LP 0.09% of their portfolio NEW YORK, NY 195,515195.5k $7.0m $7.0m 0.09% Added +32.0k +31,976
44 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 189,000189.0k $6.8m $6.8m 0.00% Added +9.4k +9,358
45 Mariner, LLC 0.01% of their portfolio Overland Park, KS 186,992187.0k $6.7m $6.7m 0.01% Added +2.7k +2,707
46 Prime Capital Investment Advisors, LLC 0.09% of their portfolio OVERLAND PARK, KS 186,398186.4k $6.7m $6.7m 0.09% Reduced -11.2k -11,195
47 INDEPENDENT FINANCIAL GROUP, LLC 0.30% of their portfolio SAN DIEGO, CA 183,791183.8k $6.6m $6.6m 0.30% Added +3.7k +3,657
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 178,015178.0k $6.4m $6.4m 0.00% Reduced -175.7k -175,682
49 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 175,376175.4k $6.3m $6.3m 0.02% Added +174.2k +174,240
50 McAdam, LLC 0.39% of their portfolio Philadelphia, PA 170,843170.8k $6.1m $6.1m 0.39% Reduced -5.9k -5,933
51 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 158,516158.5k $5.7m $5.7m 0.01% Added +1.8k +1,802
52 NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio TOKYO, M0 143,980144.0k $5.2m $5.2m 0.02% Added +9.9k +9,930
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 141,040141.0k $5.1m $5.1m 0.00% Reduced -70.1k -70,132
54 WESTWOOD HOLDINGS GROUP INC 0.04% of their portfolio DALLAS, TX 139,500139.5k $5.0m $5.0m 0.04% Reduced -16.5k -16,500
55 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 139,301139.3k $5.0m $5.0m 0.01% Added +2.5k +2,463
56 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 135,908135.9k $4.9m $4.9m 0.00% Reduced -3.0k -3,035
57 State of Alaska, Department of Revenue 0.05% of their portfolio JUNEAU, AK 131,259131.3k $4.7m $4.7m 0.05% Added +2.2k +2,217
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 131,127131.1k $4.7m $4.7m 0.01% Reduced -10.0k -10,045
59 CENTAURUS FINANCIAL, INC. 0.32% of their portfolio ANAHEIM, CA 126,910126.9k $4.6m $4.6m 0.32% Added +183 +183
60 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 125,925125.9k $4.5m $4.5m 0.00% Reduced -68.0k -67,990
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 120,249120.2k $4.3m $4.3m 0.00% Added +9.2k +9,233
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 119,674119.7k $4.3m $4.3m 0.01% Reduced -4.3k -4,346
63 Ameritas Advisory Services, LLC 0.17% of their portfolio Lincoln, NE 119,066119.1k $4.1m $4.1m 0.17% Added +62.9k +62,877
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 114,300114.3k $4.1m $4.1m 0.00% Added +5.9k +5,921
65 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 111,757111.8k $4.0m $4.0m 0.01% Reduced -4.5k -4,511
66 FirstPurpose Wealth LLC 1.29% of their portfolio OREM, UT 107,582107.6k $3.6m $3.6m 1.29% Reduced -12.8k -12,757
67 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 106,794106.8k $3.8m $3.8m 0.03% Added +3.5k +3,490
68 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 103,200103.2k $3.7m $3.7m 0.01% New
69 Aberdeen Group plc 0.01% of their portfolio EDINBURGH, X0 103,190103.2k $3.7m $3.7m 0.01% Reduced -484 -484
70 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 98,91298.9k $3.5m $3.5m 0.00% Added +31.0k +30,960
71 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio FRANKFORT, KY 98,36998.4k $3.5m $3.5m 0.03% Reduced -3.9k -3,860
72 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 97,05797.1k $3.5m $3.5m 0.00% Reduced -38.9k -38,940
73 Susquehanna Portfolio Strategies, LLC 0.08% of their portfolio Bala Cynwyd, PA 90,76790.8k $3.3m $3.3m 0.08% Reduced -10.4k -10,449
74 MONEY CONCEPTS CAPITAL CORP 0.28% of their portfolio PALM BEACH GARDENS, FL 85,66085.7k $3.1m $3.1m 0.28% Added +418 +418
75 Modern Wealth Management, LLC 0.28% of their portfolio KANSAS CITY, MO 83,64483.6k $3.0m $3.0m 0.28% Reduced -2.0k -2,026
76 RMR Wealth Builders 0.36% of their portfolio Montclair, NJ 82,67982.7k $3.0m $3.0m 0.36% Reduced -4.5k -4,469
77 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 80,95681.0k $2.9m $2.9m 0.01% Added +8.3k +8,328
78 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,73980.7k $2.9m $2.9m 0.00% Added +393 +393
79 ClariVest Asset Management LLC 0.29% of their portfolio SAN DIEGO, CA 78,05878.1k $2.8m $2.8m 0.29% Added +32.0k +32,043
80 FIRST FOUNDATION ADVISORS 0.11% of their portfolio Irvine, CA 77,31277.3k $2.8m $2.8m 0.11% Reduced -10.1k -10,072
81 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 74,43674.4k $2.7m $2.7m 0.00% Added +2.3k +2,337
82 Amundi 0.00% of their portfolio Paris, I0 73,62973.6k $2.4m $2.4m 0.00% Reduced -1.2k -1,232
83 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 72,38872.4k $2.6m $2.6m 0.03% Reduced -4.1k -4,084
84 J.W. COLE ADVISORS, INC. 0.13% of their portfolio TAMPA, FL 70,87170.9k $2.5m $2.5m 0.13% Reduced -1.5k -1,544
85 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 70,60070.6k $2.5m $2.5m 0.03% Reduced -618 -618
86 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 67,66367.7k $2.4m $2.4m 0.00% Added +5.9k +5,942
87 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 67,65867.7k $2.4m $2.4m 0.00% Reduced -34.0k -34,047
88 Illinois Municipal Retirement Fund 0.04% of their portfolio OAK BROOK, IL 67,55467.6k $2.4m $2.4m 0.04% Added +372 +372
89 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 67,26367.3k $2.4m $2.4m 0.02% Added +25.3k +25,251
90 My Legacy Advisors, LLC 0.80% of their portfolio BEND, OR 66,66766.7k $2.4m $2.4m 0.80% Reduced -1.3k -1,324
91 O'Dell Group, LLC 0.58% of their portfolio CINCINNATI, OH 66,42766.4k $2.4m $2.4m 0.58% Reduced -2.1k -2,073
92 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 65,00365.0k $2.3m $2.3m 0.01% Added +699 +699
93 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 62,87462.9k $2.3m $2.3m 0.00% Added +4.9k +4,916
94 UniSuper Management Pty Ltd 0.02% of their portfolio Melbourne, Victoria, C3 62,21662.2k $2.2m $2.2m 0.02% Added +28.8k +28,816
95 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,70561.7k $2.2m $2.2m 0.00% Reduced -39.4k -39,414
96 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 61,55161.6k $2.2m $2.2m 0.01% Reduced -517 -517
97 Integrated Advisors Network LLC 0.11% of their portfolio DALLAS, TX 61,52361.5k $2.2m $2.2m 0.11% Reduced -1.9k -1,886
98 Louisiana State Employees Retirement System 0.04% of their portfolio BATON ROUGE, LA 60,40060.4k $2.2m $2.2m 0.04% Added +600 +600
99 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 59,76659.8k $2.1m $2.1m 0.07% Reduced -520 -520
100 Koshinski Asset Management, Inc. 0.22% of their portfolio DECATUR, IL 58,62158.6k $2.1m $2.1m 0.22% Reduced -54.7k -54,686