Vault-13

SPDR S&P 500 ETF TR SPY

TR UNIT · ETP · CUSIP 78462F103 · ISIN US78462F1030

4,246 institutional holders +57 vs Q1 2025
601,484,869601.5m shares reported held*
$349.9bnreported value*
196 new 1,795 added 1,639 reduced 148 sold out net bought ≈ $772.5m (+32.3m 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 ($688.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $581.26. Options: 186 managers hold calls ($333.1bn notional), 375 hold puts ($621.7bn).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

02k4k6kQ3 22: 3,063Q4 22: 3,311Q1 23: 3,267Q2 23: 3,312Q3 23: 3,333Q4 23: 3,697Q1 24: 3,707Q2 24: 3,769Q3 24: 3,808Q4 24: 4,242Q1 25: 4,189Q2 25: 4,2464,246Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20223,063
Q4 20223,311
Q1 20233,267
Q2 20233,312
Q3 20233,333
Q4 20233,697
Q1 20243,707
Q2 20243,769
Q3 20243,808
Q4 20244,242
Q1 20254,189
Q2 20254,246

Buyers vs sellers

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

Bought or addedCut or sold out
4k04kQ3 23: 1,478 bought or addedQ3 23: 1,490 cut or sold outQ4 23: 1,716 bought or addedQ4 23: 1,356 cut or sold outQ4 23Q1 24: 1,587 bought or addedQ1 24: 1,735 cut or sold outQ2 24: 1,727 bought or addedQ2 24: 1,560 cut or sold outQ2 24Q3 24: 1,722 bought or addedQ3 24: 1,593 cut or sold outQ4 24: 1,841 bought or addedQ4 24: 1,569 cut or sold outQ4 24Q1 25: 1,784 bought or addedQ1 25: 2,029 cut or sold outQ2 25: 1,991 bought or addedQ2 25: 1,787 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231,4781,490
Q4 20231,7161,356
Q1 20241,5871,735
Q2 20241,7271,560
Q3 20241,7221,593
Q4 20241,8411,569
Q1 20251,7842,029
Q2 20251,9911,787

Calls vs puts

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

CallsPuts
$0$200bn$400bn$600bn$800bnQ3 24 calls: $275.9bnQ3 24 puts: $652.4bnQ3 24P/C 2.36Q4 24 calls: $279.8bnQ4 24 puts: $573.3bnQ4 24P/C 2.05Q1 25 calls: $304.2bnQ1 25 puts: $516.9bnQ1 25P/C 1.70Q2 25 calls: $333.1bnQ2 25 puts: $621.7bnQ2 25P/C 1.87
Numbers
QuarterCallsPutsP/C
Q3 2024$275.9bn$652.4bn2.36
Q4 2024$279.8bn$573.3bn2.05
Q1 2025$304.2bn$516.9bn1.70
Q2 2025$333.1bn$621.7bn1.87

Biggest buyers

Proficio Capital Partners LLC Added +12,730,484+12.7m
Soundwatch Capital LLC Added +12,050,220+12.1m
Gallagher Fiduciary Advisors, LLC Added +9,855,981+9.9m
ROYAL BANK OF CANADA Added +8,043,039+8.0m
WELLS FARGO & COMPANY/MN Added +6,435,030+6.4m
HRT FINANCIAL LP Added +3,416,975+3.4m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Added +2,913,254+2.9m
MORGAN STANLEY Added +2,661,049+2.7m
Rockefeller Capital Management L.P. Added +2,656,742+2.7m
GOLDMAN SACHS GROUP INC Added +2,050,620+2.1m

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -9,160,560-9.2m
JPMORGAN CHASE & CO Reduced -8,052,218-8.1m
Lido Advisors, LLC Reduced -3,399,575-3.4m
UBS Group AG Reduced -2,522,372-2.5m
OLD MISSION CAPITAL LLC Reduced -2,157,066-2.2m
BARCLAYS PLC Reduced -1,971,571-2.0m
Clal Insurance Enterprises Holdings Ltd Reduced -1,926,613-1.9m
CITIGROUP INC Reduced -1,092,871-1.1m
TD Asset Management Inc Reduced -999,881-999.9k
BANK OF AMERICA CORP /DE/ Reduced -980,136-980.1k

Biggest calls

JANE STREET GROUP, LLC Added $38.8bn62.8m shares
Optiver Holding B.V. Reduced $35.9bn58.1m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $34.8bn56.4m shares
CTC LLC Reduced $25.6bn41.4m shares
CITADEL ADVISORS LLC Reduced $23.9bn38.8m shares
Belvedere Trading LLC Reduced $20.4bn33.0m shares
BlackRock, Inc. Added $19.1bn30.9m shares
BARCLAYS PLC Added $18.1bn29.4m shares
IMC-Chicago, LLC Added $17.0bn27.6m shares
ROYAL BANK OF CANADA Added $16.9bn27.3m shares

Biggest puts

BARCLAYS PLC Added $85.1bn137.8m shares
1832 Asset Management L.P. Added $66.8bn108.0m shares
Optiver Holding B.V. Reduced $52.0bn84.1m shares
JANE STREET GROUP, LLC Added $43.6bn70.6m shares
CTC LLC Added $40.6bn65.7m shares
CITADEL ADVISORS LLC Reduced $33.5bn54.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $32.7bn53.0m shares
SIMPLEX TRADING, LLC Reduced $29.2bn48.3m shares
IMC-Chicago, LLC Reduced $26.3bn42.6m shares
Belvedere Trading LLC Reduced $21.9bn35.4m 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.

Insider purchases and sales in Q2 2025

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.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 2.12% of their portfolio NEW YORK, NY 49,924,37749.9m $30.8bn $30.8bn 2.12% Reduced -8.1m -8,052,218
2 MORGAN STANLEY 1.49% of their portfolio NEW YORK, NY 36,950,73137.0m $22.8bn $22.8bn 1.49% Added +2.7m +2,661,049
3 GOLDMAN SACHS GROUP INC 3.68% of their portfolio NEW YORK, NY 36,838,00236.8m $22.8bn $22.8bn 3.68% Added +2.1m +2,050,620
4 BANK OF AMERICA CORP /DE/ 1.54% of their portfolio CHARLOTTE, NC 30,863,06030.9m $19.1bn $19.1bn 1.54% Reduced -980.1k -980,136
5 WELLS FARGO & COMPANY/MN 2.73% of their portfolio SAN FRANCISCO, CA 20,041,96720.0m $12.4bn $12.4bn 2.73% Added +6.4m +6,435,030
6 ROYAL BANK OF CANADA 1.14% of their portfolio TORONTO, A6 18,977,12419.0m $11.7bn $11.7bn 1.14% Added +8.0m +8,043,039
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14.05% of their portfolio BALA CYNWYD, PA 14,864,11314.9m $9.2bn $9.2bn 14.05% Reduced -9.2m -9,160,560
8 NORTHERN TRUST CORP 1.19% of their portfolio CHICAGO, IL 13,961,15414.0m $8.6bn $8.6bn 1.19% Reduced -156.8k -156,757
9 Proficio Capital Partners LLC 3.12% of their portfolio NEWTON, MA 12,786,84612.8m $50.2m $50.2m 3.12% Added +12.7m +12,730,484
10 Soundwatch Capital LLC 10.56% of their portfolio DALLAS, TX 12,106,90512.1m $62.0m $62.0m 10.56% Added +12.1m +12,050,220
11 UBS Group AG 1.32% of their portfolio ZURICH, V8 10,242,58710.2m $6.3bn $6.3bn 1.32% Reduced -2.5m -2,522,372
12 Gallagher Fiduciary Advisors, LLC 0.06% of their portfolio ROLLING MEADOWS, IL 9,858,3049.9m $1.4m $1.4m 0.06% Added +9.9m +9,855,981
13 LPL Financial LLC 1.99% of their portfolio FORT MILL, SC 9,630,1839.6m $6.0bn $6.0bn 1.99% Added +582.2k +582,235
14 HRT FINANCIAL LP 29.20% of their portfolio NEW YORK, NY 8,833,5178.8m $5.5bn $5.5bn 29.20% Added +3.4m +3,416,975
15 BARCLAYS PLC 2.01% of their portfolio LONDON, X0 8,181,2708.2m $5.1bn $5.1bn 2.01% Reduced -2.0m -1,971,571
16 BANK OF MONTREAL /CAN/ 2.41% of their portfolio TORONTO, A6 7,742,6507.7m $4.8bn $4.8bn 2.41% Reduced -811.3k -811,260
17 D. E. Shaw & Co., Inc. 3.66% of their portfolio New York, NY 5,953,7946.0m $3.7bn $3.7bn 3.66% Added +189.2k +189,169
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.61% of their portfolio MILWAUKEE, WI 5,786,2315.8m $3.6bn $3.6bn 2.61% Added +216.2k +216,165
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 7.15% of their portfolio TORONTO, A6 5,770,3015.8m $3.6bn $3.6bn 7.15% Added +2.9m +2,913,254
20 FARALLON CAPITAL MANAGEMENT, L.L.C. 15.49% of their portfolio SAN FRANCISCO, CA 5,500,0005.5m $3.4bn $3.4bn 15.49% Not comparable
21 TD Asset Management Inc 2.82% of their portfolio Toronto, A6 5,339,3075.3m $3.3bn $3.3bn 2.82% Reduced -999.9k -999,881
22 Rockefeller Capital Management L.P. 3.84% of their portfolio NEW YORK, NY 5,275,5105.3m $3.3bn $3.3bn 3.84% Added +2.7m +2,656,742
23 RAYMOND JAMES FINANCIAL INC 0.99% of their portfolio ST. PETERSBURG, FL 4,659,7224.7m $2.9bn $2.9bn 0.99% Reduced -17.6k -17,618
24 US BANCORP \DE\ 3.43% of their portfolio MINNEAPOLIS, MN 4,414,9994.4m $2.7bn $2.7bn 3.43% Reduced -34.0k -34,039
25 Gotham Asset Management, LLC 16.10% of their portfolio NEW YORK, NY 4,355,4874.4m $2.7bn $2.7bn 16.10% Added +1.1m +1,059,136
26 PNC Financial Services Group, Inc. 1.63% of their portfolio Pittsburgh, PA 4,088,1194.1m $2.5bn $2.5bn 1.63% Reduced -56.7k -56,675
27 FMR LLC 0.14% of their portfolio BOSTON, MA 3,954,7504.0m $2.4bn $2.4bn 0.14% Reduced -62.7k -62,734
28 Cresset Asset Management, LLC 10.40% of their portfolio Chicago, IL 3,349,0123.3m $2.1bn $2.1bn 10.40% Reduced -109.7k -109,676
29 TRUIST FINANCIAL CORP 2.92% of their portfolio CHARLOTTE, NC 3,216,6263.2m $2.0bn $2.0bn 2.92% Reduced -19.0k -18,989
30 MACKENZIE FINANCIAL CORP 2.57% of their portfolio TORONTO ONTARIO, A6 3,212,9813.2m $2.0bn $2.0bn 2.57% Added +8.3k +8,327
31 Capula Management Ltd 24.15% of their portfolio Grand Cayman, E9 3,185,1233.2m $2.0bn $2.0bn 24.15% Added +1.0m +1,010,844
32 AMERIPRISE FINANCIAL INC 0.48% of their portfolio MINNEAPOLIS, MN 3,129,9083.1m $1.9bn $1.9bn 0.48% Added +4.8k +4,828
33 Lido Advisors, LLC 9.86% of their portfolio Los Angeles, CA 3,031,4803.0m $1.9bn $1.9bn 9.86% Reduced -3.4m -3,399,575
34 Creative Planning 1.55% of their portfolio OVERLAND PARK, KS 2,931,7202.9m $1.8bn $1.8bn 1.55% Reduced -57.5k -57,473
35 Bank of New York Mellon Corp 0.33% of their portfolio NEW YORK, NY 2,794,9012.8m $1.7bn $1.7bn 0.33% Reduced -38.1k -38,104
36 Silicon Valley Community Foundation 97.02% of their portfolio MOUNTAIN VIEW, CA 2,777,8732.8m $1.7bn $1.7bn 97.02% Reduced -237.5k -237,517
37 CITIGROUP INC 1.18% of their portfolio NEW YORK, NY 2,753,2282.8m $1.7bn $1.7bn 1.18% Reduced -1.1m -1,092,871
38 ENVESTNET ASSET MANAGEMENT INC 0.48% of their portfolio Berwyn, PA 2,682,0462.7m $1.7bn $1.7bn 0.48% Added +113.2k +113,153
39 National Mutual Insurance Federation of Agricultural Cooperatives 13.09% of their portfolio TOKYO, JAPAN, M0 2,617,8322.6m $1.6bn $1.6bn 13.09% Unchanged
40 Bridgewater Associates, LP 6.51% of their portfolio Westport, CT 2,610,3602.6m $1.6bn $1.6bn 6.51% Reduced -731.9k -731,882
41 Alberta Investment Management Corp 12.02% of their portfolio EDMONTON, A0 2,478,9462.5m $1.5bn $1.5bn 12.02% Reduced -237.8k -237,756
42 Pathstone Holdings, LLC 5.52% of their portfolio ENGLEWOOD, NJ 2,358,6982.4m $1.4bn $1.4bn 5.52% Added +96.7k +96,660
43 CANADA PENSION PLAN INVESTMENT BOARD 1.18% of their portfolio TORONTO ONTARIO, A6 2,237,0002.2m $1.4bn $1.4bn 1.18% Unchanged
44 Cerity Partners LLC 2.21% of their portfolio NEW YORK, NY 2,205,1362.2m $1.2bn $1.2bn 2.21% Reduced -43.2k -43,171
45 TUDOR INVESTMENT CORP ET AL 9.29% of their portfolio STAMFORD, CT 1,987,8132.0m $1.2bn $1.2bn 9.29% Added +1.9m +1,886,777
46 HighTower Advisors, LLC 1.53% of their portfolio CHICAGO, IL 1,972,5452.0m $1.2bn $1.2bn 1.53% Added +74.3k +74,343
47 COMMONWEALTH EQUITY SERVICES, LLC 1.57% of their portfolio WALTHAM, MA 1,929,4061.9m $1.2bn $1.2bn 1.57% Reduced -32.2k -32,243
48 Man Group plc 2.54% of their portfolio LONDON, X0 1,900,0241.9m $1.2bn $1.2bn 2.54% New
49 BlackRock, Inc. 0.02% of their portfolio New York, NY 1,767,7991.8m $1.1bn $1.1bn 0.02% Added +88.5k +88,515
50 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9.80% of their portfolio Madrid, U3 1,753,8311.8m $1.1bn $1.1bn 9.80% Added +541.2k +541,240
51 STIFEL FINANCIAL CORP 1.00% of their portfolio ST. LOUIS, MO 1,658,3211.7m $1.0bn $1.0bn 1.00% Added +57.8k +57,807
52 NATIXIS 4.97% of their portfolio PARIS, I0 1,617,9181.6m $999.6m $999.6m 4.97% Added +502.2k +502,187
53 Schonfeld Strategic Advisors LLC 7.27% of their portfolio NEW YORK, NY 1,561,5741.6m $964.8m $964.8m 7.27% Reduced -845.7k -845,725
54 WOLVERINE TRADING, LLC 21.98% of their portfolio CHICAGO, IL 1,407,8261.4m $865.7m $865.7m 21.98% Added +1.1m +1,091,267
55 Mariner, LLC 1.23% of their portfolio Overland Park, KS 1,385,0621.4m $855.6m $855.6m 1.23% Added +52.5k +52,535
56 Corient Private Wealth LP 1.36% of their portfolio MIAMI, FL 1,379,3241.4m $1.0bn $1.0bn 1.36% Added +32.0k +32,036
57 BANK OF NOVA SCOTIA 1.73% of their portfolio TORONTO, A6 1,362,6681.4m $841.9m $841.9m 1.73% Added +85.3k +85,306
58 Allianz Asset Management GmbH 1.12% of their portfolio MUNICH, 2M 1,362,3031.4m $841.7m $841.7m 1.12% Added +983.5k +983,478
59 Bank Julius Baer & Co. Ltd, Zurich 2.47% of their portfolio ZURICH, V8 1,344,7221.3m $830.8m $830.8m 2.47% Reduced -71.4k -71,423
60 Cetera Investment Advisers 1.39% of their portfolio SCHAUMBURG, IL 1,328,6161.3m $820.9m $820.9m 1.39% Added +4.1k +4,129
61 MEITAV INVESTMENT HOUSE LTD 11.00% of their portfolio BENE-BERAQ, L3 1,320,8191.3m $816.2m $816.2m 11.00% Added +713.1k +713,062
62 Jefferies Financial Group Inc. 13.45% of their portfolio NEW YORK, NY 1,318,8911.3m $814.9m $814.9m 13.45% Added +498.3k +498,285
63 BNP PARIBAS FINANCIAL MARKETS 0.63% of their portfolio PARIS, I0 1,304,6541.3m $806.1m $806.1m 0.63% Added +221.4k +221,404
64 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 1,297,2941.3m $803.8m $803.8m 0.03% Added +350.1k +350,052
65 Analyst IMS Investment Management Services Ltd. 27.30% of their portfolio Tel-aviv, L3 1,293,9851.3m $799.5m $799.5m 27.30% Reduced -24.0k -24,045
66 MILLENNIUM MANAGEMENT LLC 0.71% of their portfolio NEW YORK, NY 1,273,9261.3m $787.1m $787.1m 0.71% Added +1.2m +1,210,634
67 OSAIC HOLDINGS, INC. 1.37% of their portfolio SCOTTSDALE, AZ 1,245,8491.2m $770.3m $770.3m 1.37% Added +128.1k +128,074
68 Norinchukin Bank, The 11.34% of their portfolio TOKYO, M0 1,233,0001.2m $761.8m $761.8m 11.34% Unchanged
69 STATE OF MICHIGAN RETIREMENT SYSTEM 3.89% of their portfolio EAST LANSING, MI 1,215,2401.2m $750.8m $750.8m 3.89% Added +45.7k +45,700
70 Trust Asset Management LLC 55.51% of their portfolio HOUSTON, TX 1,211,9451.2m $748.8m $748.8m 55.51% Reduced -2.4k -2,432
71 Swan Global Investments, LLC 34.12% of their portfolio DURANGO, CO 1,192,9621.2m $737.1m $737.1m 34.12% Added +69.4k +69,390
72 NISSAY ASSET MANAGEMENT CORP /JAPAN 4.21% of their portfolio Tokyo, M0 1,164,1541.2m $719.3m $719.3m 4.21% Unchanged
73 TWO SIGMA INVESTMENTS, LP 1.29% of their portfolio NEW YORK, NY 1,157,5981.2m $715.2m $715.2m 1.29% Reduced -337.1k -337,135
74 Cohen Klingenstein LLC 23.80% of their portfolio NEW YORK, NY 1,154,5281.2m $713.3m $713.3m 23.80% Reduced -25.3k -25,315
75 SUMITOMO MITSUI FINANCIAL GROUP, INC. 11.51% of their portfolio TOKYO, M0 1,141,2461.1m $705.1m $705.1m 11.51% Reduced -601.2k -601,200
76 Focus Partners Wealth 1.50% of their portfolio ST LOUIS, MO 1,118,9721.1m $691.5m $691.5m 1.50% Added +277.3k +277,281
77 Trustees of Columbia University in the City of New York 99.50% of their portfolio NEW YORK, NY 1,112,6131.1m $687.4m $687.4m 99.50% Added +3.3k +3,270
78 CHURCHILL MANAGEMENT Corp 7.16% of their portfolio Los Angeles, CA 1,067,1201.1m $659.3m $659.3m 7.16% Added +21.6k +21,558
79 Hirtle & Co., LLC 24.77% of their portfolio WEST CONSHOHOCKEN, PA 1,057,4341.1m $653.3m $653.3m 24.77% Reduced -4.3k -4,271
80 MACQUARIE GROUP LTD 0.78% of their portfolio Sydney, NSW 2000, C3 1,030,4081.0m $636.6m $636.6m 0.78% Added +724.4k +724,396
81 ALLIANCEBERNSTEIN L.P. 0.21% of their portfolio NASHVILLE, TN 1,025,4901.0m $633.6m $633.6m 0.21% Added +73.4k +73,397
82 BBR PARTNERS, LLC 38.88% of their portfolio NEW YORK, NY 1,010,9221.0m $624.6m $624.6m 38.88% Added +19.3k +19,274
83 Freedom Together Foundation 75.52% of their portfolio NEW YORK, NY 998,000998.0k $616.6m $616.6m 75.52% Reduced -250.0k -250,000
84 Valeo Financial Advisors, LLC 14.37% of their portfolio CARMEL, IN 996,307996.3k $583.9m $583.9m 14.37% Added +46.8k +46,807
85 COMMON FUND FOR NONPROFIT ORGANIZATIONS 63.48% of their portfolio NORWALK, CT 994,712994.7k $614.6m $614.6m 63.48% Reduced -107.5k -107,502
86 Pure Financial Advisors, LLC 10.63% of their portfolio SAN DIEGO, CA 977,210977.2k $603.8m $603.8m 10.63% Added +34.9k +34,889
87 JANE STREET GROUP, LLC 0.96% of their portfolio NEW YORK, NY 962,990963.0k $595.0m $595.0m 0.96% Reduced -786.9k -786,877
88 TEXAS TREASURY SAFEKEEPING TRUST CO 92.13% of their portfolio AUSTIN, TX 940,588940.6k $581.1m $581.1m 92.13% Unchanged
89 BLAIR WILLIAM & CO/IL 1.48% of their portfolio CHICAGO, IL 859,665859.7k $531.1m $531.1m 1.48% Added +5.3k +5,282
90 FRANKLIN RESOURCES INC 0.14% of their portfolio San Mateo, CA 847,450847.5k $523.6m $523.6m 0.14% Added +52.3k +52,342
91 Glenmede Investment Management, LP 2.59% of their portfolio PHILADELPHIA, PA 829,119829.1k $512.3m $512.3m 2.59% First filing
92 Pine Ridge Advisers LLC 37.53% of their portfolio NEW YORK, NY 828,165828.2k $511.7m $511.7m 37.53% Added +5.0k +5,029
93 PRUDENTIAL FINANCIAL INC 0.63% of their portfolio NEWARK, NJ 789,399789.4k $487.7m $487.7m 0.63% Reduced -2.8k -2,828
94 MAI Capital Management 3.35% of their portfolio INDEPENDENCE, OH 781,145781.1k $482.6m $482.6m 3.35% Added +24.8k +24,820
95 JONES FINANCIAL COMPANIES LLLP 0.36% of their portfolio DES PERES, MO 773,617773.6k $476.7m $476.7m 0.36% Added +89.7k +89,713
96 CAPTRUST FINANCIAL ADVISORS 1.06% of their portfolio RALEIGH, NC 766,197766.2k $473.4m $473.4m 1.06% Reduced -303.2k -303,181
97 NorthCoast Asset Management LLC 1.99% of their portfolio STAMFORD, CT 751,664751.7k $464.6m $464.6m 1.99% Added +31.5k +31,451
98 Members Trust Co 15.86% of their portfolio TAMPA, FL 744,848744.8k $460.2m $460.2m 15.86% Reduced -32.5k -32,518
99 JOURNEY STRATEGIC WEALTH LLC 14.70% of their portfolio SUMMIT, NJ 733,308733.3k $453.1m $453.1m 14.70% Added +224 +224
100 Clal Insurance Enterprises Holdings Ltd 4.41% of their portfolio Tel-aviv, L3 723,681723.7k $448.4m $448.4m 4.41% Reduced -1.9m -1,926,613