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CAPTRUST FINANCIAL ADVISORS: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ITOT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,490,952 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,490,952 shares
    Change vs previous 13F -28,063 shares

    0.37% of the 13F portfolio, value $244,918,665.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,519,015 shares
    Change vs previous 13F +12,738 shares

    0.38% of the 13F portfolio, value $216,289,988.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,506,277 shares
    Change vs previous 13F +1,224,412 shares

    0.43% of the 13F portfolio, value $223,968,259.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 281,865 shares
    Change vs previous 13F -1,618 shares

    0.08% of the 13F portfolio, value $41,053,624.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 283,483 shares
    Change vs previous 13F +3,892 shares

    0.09% of the 13F portfolio, value $38,281,607.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 279,591 shares
    Change vs previous 13F +7,583 shares

    0.09% of the 13F portfolio, value $34,112,931.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 272,008 shares
    Change vs previous 13F -1,139 shares

    0.1% of the 13F portfolio, value $34,985,721.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 273,147 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $34,312,664.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).