AXP AMERICAN EXPRESS CO

COM (common), issuer CIK 4962

2,849 managers (2,912 13F filers) reported a position in AXP shares at 2026-03-31, 578,257,544 shares in all. 139 filers opened a position and 287 filers sold out during the quarter.

Managers: 2,849
13F filers: 2,912
New: 139
Added: 1,080
Reduced: 1,227
Sold out: 287
Shares held by filers: 578,257,544

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
Brookstone Capital Managementin group Brookstone Capital Management	61,119	$18.5M	0.21%	-1,783	13F-HR Timeline Group
Wesleyan Assurance Society	61,095	$18.5M	1.09%	-450	13F-HR Timeline
Sequoia Financial Advisors, LLC	60,429	$18.3M	0.1%	-184	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	60,220	$18.2M	1.64%	-30,177	13F-HR Timeline
Empowered Funds, LLC	60,190	$18.2M	0.12%	new	13F-HR/A Timeline
YOUSIF CAPITAL MANAGEMENT, LLC	59,861	$18.1M	0.21%	-2,869	13F-HR Timeline
Hemenway Trust Co LLC	59,068	$17.9M	1.44%	+15,252	13F-HR Timeline
OP Asset Management Ltd	58,253	$17.6M	0.18%	-4,552	13F-HR/A Timeline
Entropy Technologies, LP	58,158	$17.6M	0.81%	+18,290	13F-HR Timeline
Moran Wealth Management, LLC	58,097	$17.6M	0.54%	-2,827	13F-HR Timeline
NEVILLE RODIE & SHAW INC	57,571	$17.4M	1.27%	+5,324	13F-HR Timeline
Willis Investment Counsel	57,236	$17.3M	0.95%	+556	13F-HR Timeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…	56,968	$17.2M	0.2%	-729	13F-HR Timeline Group
GHP Investment Advisors, Inc.	56,702	$17.2M	0.71%	+1,103	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	56,155	$17M		+10,920	Timeline Wellington Shields Capital Manage…: 51,094 (2.32%) 13F-HR Wellington Shields & Co., LLC: 5,061 (0.39%) 13F-HR
Illinois Municipal Retirement Fund	55,881	$16.9M	0.22%	+7,762	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	55,598	$16.8M	1.35%	-2,784	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	55,407	$16.8M	0.25%	+1,498	13F-HR Timeline Group
Ilmarinen Mutual Pension Insurance Co	55,279	$16.7M	0.13%	+8,279	13F-HR Timeline
Narwhal Capital Management	54,457	$16.5M	1.22%	-1,732	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	54,229	$16.4M	0.12%	-432	13F-HR Timeline
Chemistry Wealth Management LLC	53,731	$16.3M	2.86%	+2,198	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	53,228	$16.1M	0.46%	-121	13F-HR Timeline
Private Advisor Group, LLC	53,201	$16.1M	0.08%	+563	13F-HR Timeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…	52,876	$16M	0.17%	-31,180	13F-HR Timeline Group
LBP AM SA	52,590	$15.9M	0.22%	-11,595	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	52,382	$15.8M	1.55%	-85	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	51,366	$15.5M	2.23%	+954	13F-HR Timeline
EQUITABLE TRUST CO	50,724	$15.3M	0.71%	-4,501	13F-HR Timeline
Florida Trust Wealth Management Co	50,697	$15.3M	0.43%	+700	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	50,669	$15.3M	2.55%	-1,256	13F-HR Timeline
Grantham, Mayo, Van Otterloo & Co. LLC	50,449	$15.3M	0.04%	+26,565	13F-HR Timeline
North Reef Capital Management LP	50,000	$15.1M	0.52%	new	13F-HR Timeline
Cresset Asset Management, LLC	49,621	$15M	0.06%	+733	13F-HR Timeline
Stanley Capital Management, LLC	48,830	$14.8M	2.47%	0	13F-HR Timeline
Glenview Trust Co	48,695	$14.7M	0.23%	+30,667	13F-HR Timeline
Perennial Advisors, LLC	48,626	$14.7M	2.5%	-98	13F-HR Timeline
Atria Investments, Inc	48,566	$14.7M	0.16%	+390	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	48,534	$14.7M	0.32%	+9,847	13F-HR Timeline
Argent Trust Co	47,846	$14.5M	0.49%	-1,069	13F-HR Timeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…	47,716	$14.4M	0.41%	-15,047	13F-HR Timeline Group
Stockman Wealth Management, Inc.	47,536	$14.4M	1.59%	+3,829	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	47,462	$14.4M	0.08%	+3,173	13F-HR Timeline Group
Unison Asset Management LLC	47,385	$14.3M	6.55%	+9,297	13F-HR Timeline
Modern Wealth Management, LLC	47,475	$14.3M	0.25%	+1,999	13F-HR Timeline
Choate Investment Advisors	47,270	$14.3M	0.28%	-129	13F-HR Timeline
Sky Investment Group LLC	47,217	$14.3M	2.45%	-78	13F-HR Timeline
Merit Financial Group, LLC	46,933	$14.2M	0.11%	+3,662	13F-HR Timeline
FISHMAN JAY A LTD/MI	46,733	$14.1M	1.26%	-68	13F-HR Timeline
Mediolanum International Funds Ltd	47,474	$14.1M	0.15%	-61,629	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	46,253	$14M	0.91%	+16	13F-HR Timeline
Clearstead Advisors, LLC	45,588	$13.8M	0.13%	-1,980	13F-HR Timeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc	45,415	$13.7M	0.06%	+5,055	13F-HR Timeline Group
Aptus Capital Advisors, LLC	44,972	$13.6M	0.11%	-2,327	13F-HR Timeline
Rice Partnership, LLC	44,450	$13.4M	1.84%	-6,173	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	44,401	$13.4M	1.95%	-112	13F-HR Timeline
Advisors Capital Management, LLC	44,382	$13.4M	0.16%	+37,572	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	44,367	$13.4M	0.16%	-2,295	13F-HR Timeline Group
Strategic Wealth Partners, Ltd.	43,108	$13M	0.9%	+13,656	13F-HR Timeline
LaFleur & Godfrey LLC	42,914	$13M	1.62%	+78	13F-HR Timeline
Foyston, Gordon & Payne Inc	42,768	$12.9M	2.98%	-10,592	13F-HR/A Timeline
Gulf International Bank (UK) Ltd	42,621	$12.9M	0.29%	+14,183	13F-HR Timeline
DIVERSIFIED TRUST CO	41,956	$12.7M	0.24%	+4,720	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	41,720	$12.6M	0.71%	+440	13F-HR Timeline Group
SEARLE & CO.	41,714	$12.6M	3.17%	0	13F-HR Timeline
Investment Management Corp of Ontario	41,563	$12.6M	0.16%	-6,427	13F-HR Timeline
Avanza Fonder AB	41,512	$12.6M	0.35%	-270	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	34,733	$12.5M	0.08%	+6,701	13F-HR Timeline Group
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	41,316	$12.5M		+1,272	Timeline CARY STREET PARTNERS FINANCIAL LLC: 39,625 (0.3%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 1,691 (0.13%) 13F-HR
SHAYNE & JACOBS, LLC	41,214	$12.5M	3.85%	-70	13F-HR Timeline
Van Cleef Asset Management,Inc	40,972	$12.4M	1.33%	-248	13F-HR Timeline
Norinchukin Bank, Thein group Norinchukin Bank, The	40,959	$12.4M	0.14%	-1,242	13F-HR Timeline Group
SCOTIA CAPITAL INC.	40,693	$12.3M	0.05%	+7,682	13F-HR Timeline
CULLINAN ASSOCIATES INC	40,540	$12.3M	0.99%	-2,740	13F-HR Timeline
Vise Technologies, Inc.	32,951	$12.2M	0.24%	0	13F-HR Timeline
CWM, LLCin group CWM, LLC	40,121	$12.1M	0.03%	+1,801	13F-HR Timeline Group
GRIFFIN ASSET MANAGEMENT, INC.	40,017	$12.1M	1.37%	-1,856	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	39,280	$12M	0.25%	+1,774	13F-HR Timeline
Nippon Life Global Investors Americas, …	39,680	$12M	0.54%	+190	13F-HR Timeline
M. Kulyk & Associates, LLC	39,674	$12M	2.24%	+527	13F-HR Timeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding	39,522	$12M		-1,559	Timeline Meiji Yasuda Asset Management Co …: 30,629 (0.46%) 13F-HR Meiji Yasuda Life Insurance Co: 8,893 (0.09%) 13F-HR
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	39,502	$11.9M	0.15%	+26,580	13F-HR Timeline Group
GRIMES & Co WEALTH MANAGEMENT, LLC	39,210	$11.9M	0.33%	+1,013	13F-HR Timeline
Summit Financial, LLC	38,640	$11.7M	0.15%	+3,173	13F-HR Timeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC	38,597	$11.7M	1.11%	-1,711	13F-HR Timeline Group
Interval Partners, LP	38,505	$11.6M	0.4%	new	13F-HR Timeline
NFC Investments, LLC	38,130	$11.6M	3.22%	-653	13F-HR Timeline
McMillan Office, Inc.	38,058	$11.5M	1.47%	-100	13F-HR Timeline
Bradley & Co. Private Wealth Management…	38,041	$11.5M	6.07%	+2,068	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	37,869	$11.5M	1.48%	-2,355	13F-HR Timeline Group
NWF Advisory Services Inc.	37,336	$11.3M	1.28%	+384	13F-HR Timeline
CX Institutional	37,322	$11.3M	0.34%	+1,757	13F-HR Timeline
Ironwood Investment Counsel, LLC	37,290	$11.3M	1.62%	+354	13F-HR Timeline
Knights of Columbus Asset Advisors LLC	37,271	$11.3M	0.64%	-11,358	13F-HR Timeline
Kentucky Retirement Systemsgroup of 2 filers holding	90,517	$11.3M		+41,578	Timeline Kentucky Retirement Systems: 76,063 (0.51%) 13F-HR Kentucky Retirement Systems Insur…: 14,454 (0.3%) 13F-HR
Radnor Capital Management, LLC	37,075	$11.2M	1.66%	-353	13F-HR Timeline
Financial Avengers, Inc.	36,860	$11.1M	5.08%	-1,353	13F-HR Timeline
Teamwork Financial Advisors, LLC	36,820	$11.1M	1.24%	-2,761	13F-HR Timeline
EVENTIDE ASSET MANAGEMENT, LLC	36,964	$11.1M	0.18%	-13,142	13F-HR Timeline
Jain Global LLC	36,732	$11.1M	0.14%	+34,187	13F-HR Timeline
OpenArc Corporate Advisory, LLC	36,714	$11.1M	0.16%	+1,756	13F-HR Timeline
Rheos Capital Works Inc.	36,700	$11.1M	0.74%	0	13F-HR Timeline
Gillson Capital LP	36,480	$11M	0.9%	new	13F-HR Timeline
Osmosis Investment Management UK Ltd	36,460	$11M	0.3%	-5,197	13F-HR Timeline
D.A. DAVIDSON & CO.	36,421	$11M	0.07%	-1,505	13F-HR Timeline
Silicon Valley Capital Partners	36,115	$10.9M	1.07%	-1,835	13F-HR Timeline
STANSBERRY ASSET MANAGEMENT, LLC	35,984	$10.9M	1.12%	+190	13F-HR Timeline
GREENWOOD GEARHART LLC	35,964	$10.9M	0.59%	+2,682	13F-HR Timeline
Westend Capital Management, LLC	35,568	$10.8M	3.23%	+989	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	35,541	$10.8M	0.12%	-10,183	13F-HR Timeline Group
GUARDIAN CAPITAL LPgroup of 2 filers holding	35,357	$10.7M		-194	Timeline Guardian Partners Inc.: 26,369 (0.67%) 13F-HR GUARDIAN CAPITAL LP: 8,988 (0.07%) 13F-HR
Bensler, LLC	35,157	$10.6M	1.1%	+612	13F-HR Timeline
Lombard Odier Asset Management (Switzer…	35,039	$10.6M	0.4%	-960	13F-HR Timeline
Orange Investment Advisors, Inc.	34,968	$10.6M	1.37%	-1,480	13F-HR/A Timeline
Norman Fields, Gottscho Capital Managem…	34,430	$10.4M	3.44%	+795	13F-HR Timeline
MEYER HANDELMAN CO	34,365	$10.4M	0.32%	0	13F-HR Timeline
JACOBS & CO/CA	34,326	$10.4M	1.02%	+123	13F-HR Timeline
HS Management Partners, LLC	34,129	$10.3M	3.61%	new	13F-HR Timeline
Private Advisory Group LLC	34,068	$10.3M	0.72%	-2,159	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	33,826	$10.2M	0.4%	-3,549	13F-HR Timeline
Rodgers Brothers Inc.	33,795	$10.2M	1.18%	-75	13F-HR Timeline
SP Asset Management LLC	33,780	$10.2M	0.9%	+23	13F-HR Timeline
Stokes Capital Advisors, LLC	33,737	$10.2M	2.29%	-1,178	13F-HR/A Timeline
iA Global Asset Management Inc.	33,330	$10.1M	0.14%	new	13F-HR Timeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…	33,161	$10M	0.22%	-1,189	13F-HR Timeline Group
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	32,837	$9.93M	0.75%	0	13F-HR Timeline
ING GROEP NV	32,836	$9.93M	0.06%	+3,690	13F-HR Timeline
PITTENGER & ANDERSON INC	32,818	$9.93M	0.4%	+1,625	13F-HR Timeline
Strategic Wealth Investment Group, LLC	32,767	$9.91M	1.26%	+327	13F-HR Timeline
AMG National Trust Bank	32,591	$9.86M	0.21%	+7,178	13F-HR Timeline
Advisory Services Network, LLC	32,535	$9.84M	0.13%	-2,558	13F-HR Timeline
Lorne Steinberg Wealth Management Inc.	32,479	$9.82M	2.33%	+85	13F-HR Timeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC	32,377	$9.79M	0.23%	-6,746	13F-HR Timeline Group
QUADRANT CAPITAL GROUP LLC	32,297	$9.77M	0.29%	+493	13F-HR/A Timeline
Legacy Trust	32,239	$9.75M	1.87%	+922	13F-HR Timeline
Martin Investment Management, LLC	31,862	$9.64M	2.88%	+98	13F-HR Timeline
PAYDEN & RYGEL	31,800	$9.62M	0.75%	0	13F-HR Timeline
WINSLOW ASSET MANAGEMENT INC	31,700	$9.59M	1.86%	-658	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	31,642	$9.57M	0.1%	+2,942	13F-HR Timeline Group
WAYCROSS PARTNERS, LLC	31,618	$9.56M	0.91%	new	13F-HR Timeline
LETSON INVESTMENT MANAGEMENT, INC.	31,442	$9.51M	3.65%	-421	13F-HR Timeline
Composition Wealth, LLC	31,434	$9.51M	0.13%	-490	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	31,318	$9.47M	0.7%	-8	13F-HR Timeline
Savant Capital, LLCin group Savant Capital, LLC	30,774	$9.31M	0.04%	+5,714	13F-HR Timeline Group
Summit Trail Advisors, LLC	30,729	$9.29M	0.13%	+9,666	13F-HR Timeline
HARTFORD INVESTMENT MANAGEMENT CO	30,582	$9.25M	0.29%	-519	13F-HR Timeline
MFA WEALTH ADVISORS, LLC	30,577	$9.25M	1.82%	+2,145	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	30,055	$9.09M	0.1%	+10,414	13F-HR Timeline
LB Partners LLC	30,000	$9.07M	8.14%	-2,000	13F-HR Timeline
BEARING POINT CAPITAL, LLC	29,928	$9.05M	1.42%	-513	13F-HR Timeline
Generali Investments CEE, investicni sp…	29,884	$9.04M	0.47%	-901	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	29,849	$9.03M	0.16%	-575	13F-HR Timeline
Torrey Growth & Income Advisors	29,956	$8.98M	3.76%	-4,010	13F-HR Timeline
Callan Family Office, LLC	29,472	$8.91M	0.2%	-1,679	13F-HR Timeline
Cyndeo Wealth Partners, LLC	29,266	$8.85M	0.47%	-6,434	13F-HR Timeline
GROUP ONE TRADING LLC	28,981	$8.77M	0.29%	-25,095	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	28,861	$8.73M	0.46%	-164	13F-HR Timeline
Assenagon Asset Management S.A.	28,803	$8.71M	0.01%	+2,450	13F-HR Timeline
MGO ONE SEVEN LLC	28,750	$8.7M	0.17%	-4,689	13F-HR Timeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co	28,735	$8.69M	1.93%	0	13F-HR Timeline Group
Independent Advisor Alliance	28,567	$8.64M	0.09%	-1,213	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	28,513	$8.62M	0.3%	+14,190	13F-HR Timeline Group
Pavion Blue Capital, LLC	28,453	$8.61M	3.74%	-731	13F-HR Timeline
VectorGlobal IAG, Inc.	28,372	$8.58M	2.23%		13F-HR Timeline
EP Wealth Advisors, LLC	28,207	$8.53M	0.04%	-363	13F-HR Timeline
OMERS ADMINISTRATION Corp	28,202	$8.53M	0.05%	+5,155	13F-HR Timeline
Integrated Wealth Concepts LLC	28,034	$8.48M	0.07%	+12,345	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	27,975	$8.46M	1.73%	-1,158	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	27,791	$8.41M	0.33%	-2,417	13F-HR Timeline Group
Diversify Advisory Services, LLCgroup of 2 filers holding	26,404	$8.33M		+3,405	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 26,404 (0.15%) 13F-HR Diversify Advisory Services, LLC: sold out, -10,937 13F-HR
Pacer Advisors, Inc.	27,523	$8.32M	0.02%	-15,286	13F-HR/A Timeline
Voleon Capital Management LP	27,458	$8.31M	0.18%	+25,257	13F-HR Timeline
Louisiana State Employees Retirement Sy…	27,300	$8.26M	0.14%	-100	13F-HR Timeline
Northwest & Ethical Investments L.P.	27,127	$8.21M	0.19%	+182	13F-HR Timeline
Maryland State Retirement & Pension Sys…	27,049	$8.18M	0.17%	0	13F-HR Timeline
1ST SOURCE BANK	26,937	$8.15M	0.42%	-436	13F-HR Timeline
Reliant Investment Management, LLC	26,551	$8.03M	3.87%	+407	13F-HR Timeline
Silvant Capital Management LLC	26,502	$8.02M	0.28%	+1,585	13F-HR Timeline
Foster Group, Inc.	26,501	$8.02M	0.24%	+218	13F-HR Timeline
UMB Bank, n.a.	26,359	$7.97M	0.11%	+7	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	26,234	$7.94M	2.44%	-1,528	13F-HR Timeline
Robertson Stephens Wealth Management, L…	26,224	$7.93M	0.22%	+250	13F-HR Timeline
HEADINVEST, LLC	26,181	$7.92M	1.62%	-1,033	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	26,123	$7.9M	0.01%	+1,034	13F-HR Timeline Group
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…	26,078	$7.89M	0.05%	0	13F-HR Timeline Group
NorthCoast Asset Management LLC	26,069	$7.89M	0.18%	-219	13F-HR Timeline
Coastline Trust Co	26,046	$7.88M	0.78%	-408	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Horizon Investments, LLC	25,961	$7.83M	0.09%	-19,126	13F-HR Timeline
CHOREO, LLC	25,767	$7.79M	0.1%	+1,167	13F-HR Timeline
SEAVIEW INVESTMENT MANAGERS LLC	25,673	$7.77M	2.8%	+4,197	13F-HR Timeline
DCM Advisors, LLC	25,788	$7.74M	3.52%	-115	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	25,589	$7.74M	0.56%	+3,130	13F-HR Timeline
CENTRAL TRUST Co	25,434	$7.69M	0.15%	+93	13F-HR Timeline
Kingsview Wealth Management, LLC	25,287	$7.65M	0.1%	+1,200	13F-HR Timeline
BOKF, NAin group BOKF, NA	25,100	$7.59M	0.12%	-121	13F-HR Timeline Group
CHATHAM CAPITAL GROUP, INC.	24,949	$7.55M	1.09%	-82	13F-HR Timeline
Metis Global Partners, LLC	24,810	$7.5M	0.18%	-2,309	13F-HR Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	24,763	$7.49M	0.23%	0	13F-HR Timeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.	24,740	$7.48M	0.24%	+23,488	13F-HR Timeline Group
Roundview Capital LLC	24,722	$7.48M	0.47%	+49	13F-HR Timeline