MDT MEDTRONIC PLC

COM (common), issuer CIK 1613103

2,103 managers (2,141 13F filers) reported a position in MDT shares at 2025-06-30, 1,083,034,182 shares in all. 112 filers opened a position and 147 filers sold out during the quarter.

Managers: 2,103
13F filers: 2,141
New: 112
Added: 883
Reduced: 875
Sold out: 147
Shares held by filers: 1,083,034,182

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NOESIS CAPITAL MANGEMENT CORP	117,699	$10.3M	1.78%	+9,405	13F-HR Timeline
BCWM, LLC	117,679	$10.3M	3.26%	+6,571	13F-HR Timeline
Kentucky Retirement Systemsgroup of 2 filers holding	117,202	$10.2M		-7,813	Timeline Kentucky Retirement Systems: 82,281 (0.21%) 13F-HR Kentucky Retirement Systems Insur…: 34,921 (0.21%) 13F-HR
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	113,043	$9.85M	0.17%	+2,930	13F-HR Timeline
ADVOCATE GROUP LLC	112,556	$9.81M	1.75%	+2,525	13F-HR Timeline
NorthCoast Asset Management LLC	111,765	$9.75M	0.04%	+3,735	13F-HR Timeline
Vinva Investment Management Ltd	113,371	$9.75M	0.25%	+34,663	13F-HR Timeline
Banque de Luxembourg S.A.	108,444	$9.74M	5.58%	-260	13F-HR Timeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA	111,420	$9.71M	0.96%	+956	13F-HR Timeline Group
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	110,807	$9.66M	0.17%	+700	13F-HR Timeline
Strategic Wealth Partners, Ltd.	109,702	$9.56M	0.75%		13F-HR Timeline
Anchor Investment Management, LLC	109,475	$9.54M	0.84%	+2,479	13F-HR Timeline
ARMSTRONG HENRY H ASSOCIATES INC	109,342	$9.53M	0.9%	-11,238	13F-HR Timeline
S&CO INC	108,561	$9.46M	0.61%	-1,709	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	105,971	$9.24M	0.95%	-7,861	13F-HR Timeline
Cheviot Value Management, LLC	98,992	$9.19M	1.05%	-644	13F-HR Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding	104,979	$9.15M		+2,447	Timeline Stratos Wealth Partners, LTD.: 65,856 (0.08%) 13F-HR Stratos Investment Management, LLC: 32,997 (0.13%) 13F-HR Stratos Wealth Advisors, LLC: 6,126 (0.03%) 13F-HR
Magnetar Financial LLCin group Magnetar Financial LLC	104,353	$9.1M	0.04%	-17,670	13F-HR Timeline Group
OGOREK ANTHONY JOSEPH /NY/ /ADV	104,210	$9.08M	2.81%	0	13F-HR Timeline
Private Advisor Group, LLC	103,397	$9.01M	0.05%	-2,188	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	103,058	$8.98M	0.69%	-937	13F-HR Timeline
Orange Investment Advisors, Inc.	102,654	$8.95M	0.98%	-419	13F-HR Timeline
NorthCrest Asset Manangement, LLC	101,121	$8.94M	0.24%	-4,191	13F-HR Timeline
Wilmington Savings Fund Society, FSB	102,488	$8.93M	0.16%	+27,292	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	102,142	$8.9M	0.88%	+413	13F-HR Timeline
F/m Investments LLC	101,502	$8.85M	0.32%	-4,891	13F-HR Timeline
HB Wealth Management, LLC	101,269	$8.83M	0.07%	+5,192	13F-HR Timeline
Cornerstone Advisors, LLC	100,800	$8.79M	0.3%	+49,700	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	100,206	$8.73M	1.05%	+1,372	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	100,132	$8.73M		+15,787	Timeline CARY STREET PARTNERS FINANCIAL LLC: 97,941 (0.24%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 2,191 (0.09%) 13F-HR
Atria Wealth Solutions, Inc.	99,058	$8.7M	0.2%	-14,573	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	99,619	$8.68M	0.69%	+772	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	99,496	$8.67M	0.23%	-972	13F-HR Timeline
Connor, Clark & Lunn Investment Managem…	99,453	$8.67M	0.03%	+82,410	13F-HR Timeline
Westchester Capital Management, Inc.	98,954	$8.63M	2.03%	+500	13F-HR Timeline
Public Sector Pension Investment Board	98,556	$8.59M	0.04%	-77,069	13F-HR Timeline
Compagnie Lombard Odier SCmA	97,832	$8.53M	0.11%	-4,859	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	95,988	$8.37M	0.7%	+433	13F-HR Timeline
Value Partners Investments Inc.	95,546	$8.33M	0.65%	+154	13F-HR Timeline
DNCA FINANCE	95,550	$8.33M	0.64%	+14,000	13F-HR Timeline
Trexquant Investment LP	95,293	$8.31M	0.09%	+61,843	13F-HR Timeline
Orion Porfolio Solutions, LLC	94,876	$8.27M	0.07%	+3,856	13F-HR/A Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	89,008	$8.2M		+11,177	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 57,126 (0.33%) 13F-HR Diversify Advisory Services, LLC: 31,882 (0.11%) 13F-HR
Arkadios Wealth Advisors	93,693	$8.17M	0.25%	+15,316	13F-HR Timeline
Soltis Investment Advisors LLC	93,222	$8.13M	0.64%	+4,687	13F-HR Timeline
CCM INVESTMENT ADVISERS LLC	92,593	$8.07M	0.87%	new	13F-HR Timeline
Mengis Capital Management, Inc.	91,942	$8.01M	1.7%	-37	13F-HR Timeline
Estabrook Capital Management	91,718	$8M	1.23%	-2,296	13F-HR Timeline
WASHINGTON TRUST Co	91,570	$7.98M	0.28%	-574	13F-HR Timeline
Regal Investment Advisors LLC	90,912	$7.93M	0.59%	+274	13F-HR Timeline
Man Group plcin group Man Group plc	90,759	$7.91M	0.02%	-153,002	13F-HR Timeline Group
Tidal Investments LLCin group Tidal Investments LLC	89,803	$7.83M	0.05%	+4,088	13F-HR Timeline Group
Sompo Asset Management Co., Ltd.	89,303	$7.78M	1.35%	-2,540	13F-HR Timeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC	89,115	$7.77M	0.17%	+42,165	13F-HR Timeline Group
GATEWAY INVESTMENT ADVISERS LLC	88,832	$7.74M	0.08%	-12,576	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	88,636	$7.73M	2.02%	+481	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	87,570	$7.63M	1.2%	+75	13F-HR Timeline
GRANDFIELD & DODD, LLC	87,456	$7.62M	0.45%	-6,912	13F-HR Timeline
Bogart Wealth, LLC	87,451	$7.62M	0.33%	+86,316	13F-HR Timeline
PARTHENON LLC	87,237	$7.6M	0.87%	-2,701	13F-HR Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.	87,177	$7.6M	0.29%	+1,557	13F-HR Timeline Group
COUNTRY CLUB BANK	87,729	$7.55M	0.47%	-7,155	13F-HR Timeline
Argent Trust Co	86,328	$7.53M	0.28%	+5,832	13F-HR Timeline
CULLEN INVESTMENT GROUP, LTD.	85,921	$7.49M	1.06%	+5,802	13F-HR Timeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	85,869	$7.49M	0.67%	+6,350	13F-HR Timeline
Olstein Capital Management, L.P.	84,000	$7.32M	1.37%	0	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	83,922	$7.32M	0.91%	-27,723	13F-HR Timeline
UMB Bank, n.a.	83,380	$7.27M	0.11%	+9,304	13F-HR/A Timeline
First Washington CORP	83,224	$7.25M	2.34%	+45,478	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	83,064	$7.24M	0.31%	+3,036	13F-HR Timeline Group
BLAIR WILLIAM & CO/IL	82,679	$7.21M	0.02%	+442	13F-HR Timeline
OneDigital Investment Advisors LLC	82,189	$7.16M	0.08%	-224	13F-HR Timeline
Addenda Capital Inc.	80,987	$7.12M	0.26%	-487	13F-HR Timeline
Cardinal Capital Management	80,730	$7.09M	1.04%	+4,206	13F-HR Timeline
Linscomb Wealth, Inc.	81,305	$7.09M	0.33%	+1,825	13F-HR Timeline
Ledyard National Bank	81,027	$7.06M	0.67%	+890	13F-HR Timeline
CW Advisors, LLC	80,164	$6.99M	0.07%	+22,855	13F-HR Timeline
WealthBridge Investment Counsel Inc.	80,035	$6.98M	2.26%	+1,350	13F-HR Timeline
Sivik Global Healthcare LLC	80,000	$6.97M	3.12%	+5,000	13F-HR Timeline
GAM Holding AGin group GAM Holding AG	79,889	$6.96M	0.49%	-6,982	13F-HR Timeline Group
MEYER HANDELMAN CO	79,792	$6.96M	0.23%	-15,610	13F-HR Timeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)	79,290	$6.91M	0.05%	-2,000	13F-HR Timeline Group
Hikari Power Ltd	79,060	$6.89M	0.57%	0	13F-HR Timeline
Waverly Advisors, LLC	79,009	$6.89M	0.08%	-191	13F-HR Timeline
Advisory Services Network, LLC	76,032	$6.86M	0.11%	+927	13F-HR Timeline
Financial & Tax Architects, LLC	78,698	$6.86M	1.67%	+2,192	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	76,792	$6.75M	2.82%	-841	13F-HR Timeline
HARTFORD INVESTMENT MANAGEMENT CO	77,350	$6.74M	0.21%	-937	13F-HR Timeline
FineMark National Bank & Trust	77,212	$6.73M	0.23%	-698	13F-HR Timeline
HUDSON EDGE INVESTMENT PARTNERS INC.	77,106	$6.72M	1.15%	+9,260	13F-HR Timeline
Cadence Bank	77,002	$6.71M	0.44%	+2,891	13F-HR Timeline
Wealthfront Advisers LLC	75,439	$6.58M	0.02%	-10,566	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	75,187	$6.55M	1.48%	+429	13F-HR Timeline
Dakota Wealth Management	74,819	$6.52M	0.14%	+3,514	13F-HR Timeline
Bleakley Financial Group, LLC	74,136	$6.46M	0.16%	+8,692	13F-HR Timeline
WESTFIELD CAPITAL MANAGEMENT CO LP	73,815	$6.43M	0.03%	-6,600	13F-HR Timeline
Perpetual Ltdin group Perpetual Ltd	73,624	$6.42M	0.08%	+26,065	13F-HR Timeline Group
Employees Retirement System of Texas	73,232	$6.38M	0.05%	0	13F-HR Timeline
Two Point Capital Management, Inc.	73,212	$6.38M	2.72%		13F-HR Timeline
DIVERSIFIED TRUST CO	72,969	$6.36M	0.14%	+9,059	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	71,856	$6.36M	0.08%	+19,767	13F-HR Timeline Group
Sicart Associates LLC	72,742	$6.34M	2.22%	-2,548	13F-HR Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.	72,348	$6.31M	0.02%	+4,199	13F-HR Timeline Group
Columbus Macro, LLC	71,965	$6.27M	0.77%	+13,416	13F-HR Timeline
American Assets Investment Management, …in group American Assets Investment Ma…	71,632	$6.24M	0.5%	0	13F-HR Timeline Group
SIRIOS CAPITAL MANAGEMENT L P	71,548	$6.24M	0.9%	-1,079	13F-HR Timeline
JGP Wealth Management, LLC	71,367	$6.22M	0.75%	+847	13F-HR Timeline
DUPONT CAPITAL MANAGEMENT CORP	71,252	$6.21M	0.67%	new	13F-HR Timeline
HERITAGE INVESTORS MANAGEMENT CORP	70,880	$6.18M	0.2%	-1,825	13F-HR Timeline
Goelzer Investment Management, Inc.	70,572	$6.15M	0.34%	-727	13F-HR Timeline
Norinchukin Bank, Thein group Norinchukin Bank, The	70,435	$6.14M	0.09%	+3,859	13F-HR Timeline Group
ARDSLEY ADVISORY PARTNERS LP	70,000	$6.1M	1%	new	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	69,977	$6.1M	0.4%	+913	13F-HR Timeline
BANQUE PICTET & CIE SA	69,968	$6.1M	0.06%	-5,830	13F-HR Timeline
Martin Capital Partners, LLC	69,575	$6.07M	2.38%	+48,201	13F-HR Timeline
Stablepoint Partners, LLC	69,272	$6.04M	1.03%	+1,606	13F-HR Timeline
CX Institutional	68,667	$5.99M	0.21%	+60,965	13F-HR/A Timeline
NICHOLAS COMPANY, INC.	68,625	$5.98M	0.1%	-34,810	13F-HR Timeline
Telos Capital Management, Inc.	68,019	$5.93M	0.6%	+1,497	13F-HR Timeline
First Nebraska Trust Co	67,980	$5.93M	0.57%	-424	13F-HR Timeline
Geneos Wealth Management Inc.	67,809	$5.91M	0.14%	-52,617	13F-HR Timeline
Louisiana State Employees Retirement Sy…	67,700	$5.9M	0.11%	-1,300	13F-HR Timeline
Grantham, Mayo, Van Otterloo & Co. LLC	67,623	$5.89M	0.02%	-101,319	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	67,608	$5.89M	0.1%	-32,813	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Tufton Capital Management	67,537	$5.89M	1.12%	-1,914	13F-HR Timeline
Azimuth Capital Investment Management L…	67,307	$5.87M	0.22%	+425	13F-HR Timeline
SECURIAN ASSET MANAGEMENT, INC	67,054	$5.85M	0.17%	-808	13F-HR Timeline
Farther Finance Advisors, LLC	66,986	$5.84M	0.12%	+5,934	13F-HR Timeline
EQUITABLE TRUST CO	66,878	$5.83M	0.29%	+19,014	13F-HR Timeline
Murphy Pohlad Asset Management LLC	66,744	$5.82M	2.46%	+340	13F-HR Timeline
CAISSE DES DEPOTS ET CONSIGNATIONS	66,461	$5.79M	0.24%	+5,445	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	66,393	$5.79M	0.68%	+3,545	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	66,116	$5.76M	0.13%	-7,268	13F-HR Timeline
AZZAD ASSET MANAGEMENT INC /ADV	65,979	$5.75M	0.62%	+3,795	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	65,883	$5.74M	0.06%	+25,099	13F-HR Timeline Group
Florida Trust Wealth Management Co	65,687	$5.73M	0.18%	-23,250	13F-HR Timeline
CHEMUNG CANAL TRUST CO	65,522	$5.71M	1.2%	+17,762	13F-HR Timeline
Gulf International Bank (UK) Ltd	65,361	$5.7M	0.2%	-9,114	13F-HR Timeline
Poehling Capital Management, INC.	65,026	$5.67M	1.32%	+28	13F-HR Timeline
FARMERS TRUST CO	64,577	$5.63M	1.05%	+221	13F-HR Timeline
Assenagon Asset Management S.A.	63,810	$5.56M	0.01%	+4,016	13F-HR Timeline
Aperture Investors, LLC	63,686	$5.55M	0.75%	0	13F-HR Timeline
Investment Management Corp of Ontario	63,615	$5.55M	0.08%	-4,800	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	63,494	$5.54M	0.09%	+30,017	13F-HR Timeline
Andra AP-fonden	62,629	$5.46M	0.08%	+30,400	13F-HR Timeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE	62,418	$5.44M	0.95%	+2,140	13F-HR Timeline
Maryland State Retirement & Pension Sys…	62,331	$5.43M	0.12%	+2,302	13F-HR Timeline
HENNESSY ADVISORS INC	62,100	$5.41M	0.18%	0	13F-HR Timeline
Ellsworth Advisors, LLC	62,041	$5.41M	1.32%	+2,088	13F-HR Timeline
LGT Group Foundationin group LGT Group Foundation	62,011	$5.41M	0.07%	-3,749	13F-HR Timeline Group
Trinity Legacy Partners, LLC	60,159	$5.4M	1.31%	+708	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	61,569	$5.4M	1.45%	+400	13F-HR Timeline
Palisade Asset Management, LLC	61,515	$5.36M	0.53%	+2,434	13F-HR Timeline
Haverford Financial Services, Inc.	61,466	$5.36M	1.59%	-138	13F-HR Timeline
HOWE & RUSLING INC	61,156	$5.33M	0.39%	new	13F-HR Timeline
Stamos Capital Partners, L.P.	60,805	$5.3M	0.95%	+13,922	13F-HR Timeline
Te Ahumairangi Investment Management Ltd	60,701	$5.29M	0.95%	+15,530	13F-HR Timeline
Columbia Asset Management	60,221	$5.25M	1.03%	+4,130	13F-HR Timeline
DEARBORN PARTNERS LLC	60,187	$5.25M	0.25%	+1,337	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	59,985	$5.23M	0.24%	-247	13F-HR Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	59,887	$5.22M	0.17%	0	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	59,526	$5.19M	0.04%	+5,957	13F-HR Timeline Group
Snowden Capital Advisors LLC	58,999	$5.18M	0.15%	+4,732	13F-HR Timeline
Moors & Cabot, Inc.	59,356	$5.17M	0.24%	-2,178	13F-HR Timeline
SlateStone Wealth, LLC	59,284	$5.17M	0.48%	+3,442	13F-HR Timeline
Mandatum Life Insurance Co Ltd	59,138	$5.16M	1.36%	0	13F-HR Timeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …	59,031	$5.15M	0.31%	-10,213	13F-HR Timeline Group
NAPLES GLOBAL ADVISORS, LLC	58,327	$5.12M	0.44%	-5,042	13F-HR Timeline
Perennial Advisors, LLC	58,596	$5.11M	0.95%	-822	13F-HR Timeline
Rathbones Group PLC	58,554	$5.1M	0.02%	+50,423	13F-HR Timeline
Siemens Fonds Invest GmbH	58,532	$5.1M	0.3%	+2,949	13F-HR Timeline
ABN AMRO Bank N.V.	58,115	$5.1M	0.07%	-44,610	13F-HR Timeline
Hamilton Capital Partners Inc.	57,813	$5.04M	0.26%	+11,091	13F-HR Timeline
MARTINGALE ASSET MANAGEMENT L P	57,312	$5M	0.12%	+19,550	13F-HR Timeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	57,155	$4.98M	0.5%	+1,907	13F-HR Timeline
Merit Financial Group, LLC	57,035	$4.97M	0.06%	+15,561	13F-HR Timeline
J.P. Marvel Investment Advisors, LLC	56,621	$4.94M	0.79%	-435	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	56,286	$4.91M	0.13%	+9,665	13F-HR Timeline Group
Trajan Wealth LLC	55,988	$4.88M	0.24%	+1,246	13F-HR Timeline
Coston, McIsaac & Partners	55,879	$4.87M	1.26%	+307	13F-HR Timeline
Fisher Funds Management LTD	55,772	$4.86M	0.12%	-6,196	13F-HR Timeline
Semmax Financial Advisors Inc.	52,164	$4.85M	1.25%	-4,901	13F-HR Timeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC	55,208	$4.81M	1.43%	+2,091	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	54,412	$4.74M	1.45%	+13,448	13F-HR Timeline
SVB WEALTH LLC	54,411	$4.74M	0.25%	-22,762	13F-HR Timeline
Robinson Value Management, Ltd.	53,940	$4.7M	2.95%	-378	13F-HR Timeline
Altrius Capital Management Inc	53,928	$4.7M	1.1%	new	13F-HR Timeline
RBA Wealth Management, LLC	53,354	$4.65M	1.73%	+683	13F-HR Timeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC	52,806	$4.64M	0.42%	-80	13F-HR Timeline Group
Tevis Investment Management	52,552	$4.62M	2.96%	+10,248	13F-HR Timeline
EVERETT HARRIS & CO /CA/	52,968	$4.62M	0.06%	+50	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	52,948	$4.62M	0.09%	+5,408	13F-HR Timeline Group
Glenview Trust Co	52,849	$4.61M	0.08%	-192	13F-HR Timeline
Richard Bernstein Advisors LLC	52,743	$4.6M	0.11%	0	13F-HR Timeline
Arlington Trust Co LLCgroup of 2 filers holding	52,725	$4.6M		+2,317	Timeline Arlington Partners LLC: 51,862 (1.67%) 13F-HR Arlington Trust Co LLC: 863 (0.01%) 13F-HR
LBP AM SA	52,626	$4.59M	0.06%	-120,640	13F-HR Timeline
INSPIRE TRUST CO, N.A.	52,500	$4.58M	0.94%	+6,500	13F-HR Timeline
DLK Investment Management, LLC	52,471	$4.57M	1.73%	+891	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	52,457	$4.57M	0.07%	+2,070	13F-HR Timeline
Integrated Wealth Concepts LLC	52,426	$4.57M	0.05%	+264	13F-HR Timeline