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Disclosery

PECO PHILLIPS EDISON & CO INC

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REIT (common), issuer CIK 1476204

429 managers (441 13F filers) reported a position in PECO shares at 2026-03-31, 108,442,222 shares in all. 55 filers opened a position and 35 filers sold out during the quarter.

Managers
429
13F filers
441
New
55
Added
152
Reduced
154
Sold out
35
Shares held by filers
108,442,222

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.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.22,051,012$825M0.01%+117,01313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 7 filers holding20,691,892$774MnewTimeline
STATE STREET CORPin group STATE STREET CORP7,129,625$268M0.01%-81,76613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,212,095$195M0.04%-1,095,93913F-HRTimelineGroup
FMR LLCin group FMR LLC4,132,592$155M0.01%-39,81013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC3,545,092$133M0.01%+102,87013F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD3,296,673$123M0.08%+2,285,17313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,363,479$88.4M0.01%+40,63513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,899,214$71.1M0.01%+74,27413F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,801,516$67.4M0.7%+13,09013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,791,648$67M<0.01%+741,46613F-HR/ATimelineGroup
Engineers Gate Manager LP1,754,637$65.7M0.82%-427,27413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,703,172$63.7M0.01%+962,99813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,490,487$55.8M0.01%-34,64713F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,173,015$43.9M-134,009Timeline
Nuveen, LLCin group TIAA992,853$37.2M0.01%-15,27313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC959,858$35.9M0.02%+754,14713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC947,321$35.5M0.01%+204,72013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY946,127$35.4M<0.01%-198,98713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp942,612$35.3M0.01%-22,88513F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…910,029$34.1M0.2%+628,95713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc811,708$30.4M0.01%-66,81313F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management704,622$26.4M0.05%-826,15013F-HRTimelineGroup
Cetera Investment Advisers657,017$24.6M0.03%-95,51313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson615,054$23M0.01%-34,16813F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC612,129$22.9M0.01%+12,15513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/553,777$20.7M<0.01%-74,62213F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC496,709$18.6M0.39%+147,12613F-HRTimeline
Public Sector Pension Investment Board489,959$18.3M0.06%013F-HRTimeline
UBS Group AGgroup of 2 filers holding487,490$18.2M-84,034Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …483,308$18.1M0.01%+123,60113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.462,515$17.3M<0.01%+6,71713F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…450,000$16.8M0.03%-331,51813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC393,002$14.7M0.02%-6,07513F-HRTimeline
Sophron Capital Management L.P.383,746$14.4M4.23%+12,26013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\369,437$13.8M<0.01%+10,02713F-HRTimelineGroup
RHUMBLINE ADVISERS358,965$13.4M0.01%+7,83913F-HRTimeline
LPL Financial LLC345,513$12.9M<0.01%-10,94313F-HRTimeline
Qube Research & Technologies Ltd320,353$12M0.02%-194,22313F-HRTimeline
Cambridge Investment Research Advisors,…311,341$11.7M0.03%-23,11413F-HRTimeline
ALGERT GLOBAL LLC292,900$11M0.16%+44,38013F-HR/ATimeline
B&I Capital AG277,931$10.4M3.54%013F-HRTimeline
California Public Employees Retirement …261,183$9.77M0.01%+10,01713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC257,698$9.65M0.01%+8,71313F-HRTimelineGroup
Swiss National Bank248,900$9.31M0.01%+1,20013F-HRTimeline
Verition Fund Management LLC235,269$8.8M0.09%-277,80713F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …231,706$8.64M0.01%+131,09813F-HRTimelineGroup
Asset Management One Co., Ltd.227,386$8.51M0.03%-44,80013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,601$7.73M0.01%-21,90613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC191,218$7.16M<0.01%+42,68013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC188,495$7.05M0.01%+50,94013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC188,057$7.04M0.01%+4,73813F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD183,348$6.86M0.02%-9,47713F-HRTimeline
ALLIANCEBERNSTEIN L.P.183,124$6.51M<0.01%+11,23913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO167,443$6.27M0.01%+14,99913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC165,409$6.19M<0.01%+4,27113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.161,339$6.04M0.2%-11,82613F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…148,020$5.54M0.01%+28,04113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…145,307$5.44M0.02%-28,24313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC137,165$5.13M<0.01%+32,48113F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …136,808$5.12M<0.01%-2,77313F-HRTimelineGroup
McAdam, LLC136,433$5.11M0.23%-53913F-HRTimeline
State of Alaska, Department of Revenue132,022$4.94M0.05%-1,58413F-HRTimeline
ExodusPoint Capital Management, LP130,153$4.87M0.05%+76,00113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC129,720$4.85M0.01%+11,89513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC129,278$4.84M0.01%-30,62413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/128,896$4.82M<0.01%+20,27813F-HRTimeline
LORD, ABBETT & CO. LLC120,868$4.52M0.01%-2,35713F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc120,762$4.52M0.01%-1,38813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP119,885$4.49M<0.01%+81,29313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC116,939$4.38M<0.01%-304,58313F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…114,663$4.29M0.01%+26,83813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC111,493$4.17M<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.109,441$4.1M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP104,283$3.9M0.01%+79,31513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…103,191$3.86M0.01%-2,12613F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…102,794$3.85M0.04%-20213F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…101,012$3.78M<0.01%+2,43813F-HRTimelineGroup
Modern Wealth Management, LLC100,324$3.74M0.06%-4,88313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE97,460$3.65M<0.01%-24,77013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding94,361$3.53M+22,535Timeline
Amundiin group Amundi93,525$3.5M<0.01%+10,01013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC91,580$3.43M0.04%-10,65313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,594$3.39M0.01%+30,64513F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD89,857$3.36M0.02%+11613F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…89,539$3.35M0.03%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…87,944$3.29M0.02%+15,79413F-HRTimeline
Creative Planningin group Creative Planning86,225$3.23M<0.01%+17,78013F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al83,438$3.12M0.02%+30,00013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P82,268$3.08M0.08%+26,81813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP80,625$3.02M<0.01%new13F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …80,462$3.01M0.01%+16,60013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78,818$2.95M<0.01%+30,48413F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.78,640$2.94M0.24%-5,13113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC77,710$2.91M0.07%-1,34213F-HR/ATimeline
Arkadios Wealth Advisors74,203$2.78M0.05%+4,43213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,943$2.73M<0.01%+60,48413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…72,736$2.72M0.01%-1,15613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP68,400$2.56M0.14%-3,70513F-HRTimeline
Illinois Municipal Retirement Fund65,116$2.44M0.03%-4,30913F-HRTimeline
CENTAURUS FINANCIAL, INC.63,427$2.37M0.11%-46,28813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC63,375$2.37M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC62,656$2.34M<0.01%-62,55613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding61,859$2.31M-498Timeline
Vert Asset Management LLC61,202$2.29M0.73%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …60,706$2.27M<0.01%-4613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC59,966$2.24M0.02%+57,08213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…58,627$2.19M0.01%-3,37013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,836$2.16M<0.01%-92,65013F-HR/ATimelineGroup
NewEdge Advisors, LLC57,636$2.16M0.01%+1,79113F-HR/ATimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.57,297$2.14M0.01%-488,10413F-HRTimelineGroup
Louisiana State Employees Retirement Sy…55,800$2.09M0.04%-1,80013F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…55,731$2.08M0.01%+2,46913F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.55,217$2.07M<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC53,814$2.01M<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding53,536$2M-986Timeline
Polaris Capital Management, LLC53,500$2M0.16%-6,10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,088$1.99M<0.01%-59,03813F-HRTimeline
State of Tennessee, Department of Treas…50,085$1.87M0.01%+52813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.49,893$1.87M0.01%+1,87413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd48,641$1.82M0.03%new13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS48,560$1.82M0.01%+28,00013F-HRTimeline
Holocene Advisors, LP47,542$1.78M<0.01%-32,29213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,116$1.73M<0.01%-6,76113F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC45,863$1.72M0.01%-18,99213F-HRTimelineGroup
AE Wealth Management LLC45,479$1.7M0.01%-6,86313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,006$1.68M0.02%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,719$1.67M<0.01%-34,54513F-HRTimeline
HighTower Advisors, LLC44,509$1.67M<0.01%+12,43713F-HRTimeline
MACKENZIE FINANCIAL CORP44,047$1.65M<0.01%+35,43513F-HRTimeline
Integrated Advisors Network LLC44,023$1.65M0.09%013F-HRTimeline
CAXTON ASSOCIATES LLP43,812$1.64M0.04%-16,00713F-HRTimeline
EARNED WEALTH ADVISORS, LLC43,172$1.62M0.11%+42013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,796$1.56M<0.01%+78913F-HRTimelineGroup
Outlook Wealth Advisors, LLC41,766$1.56M0.38%013F-HRTimeline
SG Americas Securities, LLC41,425$1.55M<0.01%-164,75013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…41,363$1.55M<0.01%-120,30713F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND40,915$1.53M<0.01%-24,22813F-HRTimeline
&PARTNERS40,195$1.5M0.01%-1,08613F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC40,000$1.5M0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources39,797$1.49M<0.01%+6,82813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC39,099$1.46M<0.01%+1,27313F-HRTimeline
CALTON & ASSOCIATES, INC.38,400$1.44M0.21%-5,73713F-HRTimeline
Odyssean, LLC38,372$1.44M0.52%+17,56413F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…38,184$1.43M<0.01%-3,97213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS37,174$1.39M<0.01%+1,96913F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …34,583$1.38M0.02%+1,49013F-HRTimelineGroup
Accel Wealth Management36,742$1.37M0.36%-24813F-HRTimeline
Cooper Financial Group36,616$1.37M0.14%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP36,472$1.36M0.01%new13F-HRTimelineGroup
AMALGAMATED BANK36,181$1.35M0.01%-33513F-HRTimeline
Quantbot Technologies LP35,760$1.34M0.05%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP35,705$1.34M<0.01%+1,94613F-HRTimelineGroup
Waverly Advisors, LLC35,466$1.33M0.01%+26913F-HRTimeline
Handelsbanken Fonder AB34,800$1.3M<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM34,554$1.29M0.01%-44013F-HRTimeline
Police & Firemen's Retirement System of…34,504$1.29M0.01%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS34,493$1.29M0.05%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…34,216$1.28M<0.01%+33,52113F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC34,215$1.28M0.02%-22913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC33,967$1.27M<0.01%-76413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…33,690$1.26M<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.33,383$1.25M0.08%-1,77313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,220$1.24M<0.01%+28,04413F-HRTimelineGroup
Mutual Advisors, LLC33,057$1.24M0.03%-2,31513F-HRTimeline
Metis Global Partners, LLC32,960$1.23M0.03%+3,20213F-HRTimeline
Horizon Investments, LLC32,547$1.21M0.01%+11,83913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,673$1.15M<0.01%+5,61913F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…30,538$1.14M0.01%013F-HRTimelineGroup
Provident Investment Management, Inc.29,895$1.12M0.11%+7,42513F-HRTimeline
SummitTX Capital, L.P.29,490$1.1M0.04%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC29,386$1.1M<0.01%-192,17713F-HRTimelineGroup
PFG Investments, LLC29,377$1.1M0.05%-42013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,202$1.09M<0.01%+89413F-HRTimelineGroup
DekaBank Deutsche Girozentrale28,240$1.08M<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.28,770$1.08M0.02%+11,01013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND28,756$1.08M0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC28,001$1.05M0.01%-21,14013F-HRTimeline
KLP KAPITALFORVALTNING AS27,700$1.04M<0.01%+80013F-HRTimeline
Foresight Group Ltd Liability Partnersh…27,446$1.03M0.18%-5,86113F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.27,221$1.02M0.32%+39813F-HRTimeline
CWM, LLCin group CWM, LLC26,631$997K<0.01%-2,45713F-HRTimelineGroup
New Age Alpha Advisors, LLC26,468$990K0.05%+1,27313F-HRTimeline
UniSuper Management Pty Ltd26,200$980K0.01%+50013F-HRTimeline
Janney Montgomery Scott LLC26,063$975K<0.01%013F-HRTimeline
INCEPTIONR LLC25,576$957K0.23%-10,86513F-HRTimeline
Headlands Technologies LLC25,574$957K0.11%-5,59913F-HRTimeline
Blankinship & Foster, LLC25,558$956K0.21%013F-HRTimeline
Schonfeld Strategic Advisors LLC25,307$947K0.01%new13F-HRTimeline
Vestcor Inc24,769$927K0.03%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,085$901K0.07%new13F-HRTimelineGroup
Pensionfund PDNgroup of 2 filers holding24,000$898KnewTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,910$895K0.01%-9,08813F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC23,873$893K0.57%-1,63813F-HRTimeline
Perbak Capital Partners LLP22,835$854K0.21%new13F-HRTimeline
STRS OHIO22,000$823K<0.01%-30013F-HRTimeline
RMR Wealth Builders21,118$790K0.06%-15113F-HRTimeline
Entropy Technologies, LP21,043$787K0.04%-17,25213F-HRTimeline
M Holdings Securities, Inc.20,474$787K0.05%-3,52013F-HRTimeline
Avior Wealth Management, LLC21,001$786K0.02%new13F-HRTimeline