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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

874 managers (893 13F filers) reported a position in PFG shares at 2025-12-31, 160,803,265 shares in all. 97 filers opened a position and 61 filers sold out during the quarter.

Managers
874
13F filers
893
New
97
Added
335
Reduced
257
Sold out
61
Shares held by filers
160,803,265

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VANGUARD GROUP INCgroup of 2 filers holding27,007,099$2.38B-159,902Timeline
BlackRock, Inc.in group BlackRock, Inc.20,414,121$1.8B0.03%+387,41713F-HRTimelineGroup
NIPPON LIFE INSURANCE CO18,137,000$1.6B27.53%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,509,360$927M0.03%-50,69613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,399,133$741M0.05%-27,63113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC5,575,729$490M0.03%-41,71413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,767,182$332M0.07%+82013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,427,612$302M0.04%-41,15213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,284,734$290M0.03%-92,06313F-HRTimelineGroup
NORGES BANK3,098,015$273M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,079,857$272M0.02%+55,66913F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding2,936,240$259M-886,789Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,499,181$220M0.03%+136,04613F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,348,233$207M0.11%+1,244,66813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,639,302$145M0.03%+23,68613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,444,682$127M0.02%+27713F-HRTimelineGroup
Amundiin group Amundi1,236,385$109M0.03%-306,54013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,213,883$107M0.02%-20,74613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,154,605$102M0.03%+100,15513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,067,815$94.2M0.01%+90,19013F-HRTimelineGroup
AustralianSuper Pty Ltd896,710$79.1M0.37%+78,75113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC812,064$71.7M0.04%+14,35613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA768,682$67.8M0.01%-907,11813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP732,606$64.6M0.06%+305,59213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP688,028$60.7M0.04%+107,98113F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 4 filers holding669,878$59.6M+132,534Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …623,684$55M0.03%+251,25113F-HRTimelineGroup
Swiss National Bank610,900$53.9M0.03%-35,40013F-HRTimeline
FMR LLCin group FMR LLC610,521$53.9M<0.01%+58913F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP608,926$53.7M0.76%+521,62613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC596,575$52.6M0.04%+432,36313F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC591,838$52.2M0.03%-3,314,91013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC584,244$51.5M0.02%-85,61213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS577,889$51M0.03%-226,25213F-HRTimelineGroup
Nuveen, LLCin group TIAA548,524$48.4M0.01%-11,60513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …523,859$46.2M0.03%-100,60913F-HRTimelineGroup
LPL Financial LLC521,319$46M0.01%+402,53513F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…520,463$45.9M0.01%-40,85113F-HRTimelineGroup
Bridgewater Associates, LP475,487$41.9M0.15%-16,04613F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS468,336$41.3M0.14%+252,49313F-HRTimeline
Qube Research & Technologies Ltd459,205$40.5M0.06%-229,33313F-HRTimeline
RHUMBLINE ADVISERS451,478$39.8M0.03%-41,32613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …437,217$38.6M0.04%+246,95613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC429,991$37.9M0.02%+120,22313F-HRTimelineGroup
California Public Employees Retirement …412,402$36.4M0.02%-12,98113F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC411,887$36.3M0.65%+379,55213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…405,497$35.8M0.04%+10,87213F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al397,100$35M0.21%+174,10013F-HRTimeline
KBC Group NVin group KBC Group NV397,070$35M0.08%+365,16613F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…393,629$34.7M0.18%+81,46413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC388,746$34.3M1.38%-6,37513F-HRTimeline
TRUST POINT INC.369,443$32.6M2.57%-18113F-HRTimeline
CONNING INC.in group CONNING INC.368,763$32.5M1.09%-41,10113F-HRTimelineGroup
Eurizon Capital SGR S.p.A.368,119$32.5M0.1%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,565$28.4M0.01%+128,70313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding312,037$27.5M-426,192Timeline
PRICE T ROWE ASSOCIATES INC /MD/300,121$26.5M<0.01%+5,19213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…280,919$24.8M0.05%+26,02113F-HRTimeline
Interval Partners, LP280,590$24.8M0.58%+140,16813F-HRTimeline
Franklin Resourcesgroup of 2 filers holding276,770$24.4M+29,787Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN259,347$22.9M<0.01%+41,08313F-HRTimelineGroup
Sound Income Strategies, LLC244,092$21.6M1.02%-1,97613F-HRTimeline
SG Americas Securities, LLC244,711$21.6M0.03%+236,49413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC239,433$21.1M0.01%+35,85913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.236,836$20.9M0.01%+2,33213F-HRTimeline
Korea Investment CORP235,766$20.8M0.04%+47,00013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding232,490$20.5M+4,569Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC231,285$20.4M0.11%+31,72813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…229,903$20.3M0.03%+116,87813F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC225,123$19.9M0.03%+133,05013F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD223,539$19.7M0.95%+4,60713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC218,990$19.3M<0.01%-13,75313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD217,211$19.2M0.04%+11,86713F-HRTimeline
MAIRS & POWER INC211,818$18.7M0.18%-42,60013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …207,809$18.4M0.03%+68,52413F-HRTimelineGroup
Swedbank ABin group Swedbank AB206,073$18.2M0.02%013F-HR/ATimelineGroup
Caisse de depot et placement du Quebec204,500$18M0.03%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co203,653$18M0.03%-31,56613F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…202,996$17.9M0.03%013F-HRTimeline
AVIVA PLCin group AVIVA PLC193,232$17M0.03%+8,16713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/191,598$16.9M0.01%-6,05013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC180,494$15.9M0.02%+124,78113F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…179,303$15.8M0.03%+19,44713F-HRTimeline
AE Wealth Management LLC178,641$15.8M0.09%+7,94613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding171,192$15.1M-21,048Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC170,761$15.1M0.02%+159,34613F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD168,710$14.9M0.01%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA168,206$14.8M2.43%-4,53013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS167,015$14.7M0.04%-7,14413F-HRTimeline
Quantinno Capital Management LP166,387$14.7M0.03%+38,43013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…163,759$14.5M0.02%+2,74213F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc161,708$14.3M0.02%-8,39313F-HRTimelineGroup
FORSTA AP-FONDEN157,900$13.9M0.08%-60013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 3 filers holding150,731$13.3M+58,402Timeline
Man Group plcin group Man Group plc144,831$12.8M0.02%-492,52713F-HRTimelineGroup
Public Sector Pension Investment Board144,076$12.7M0.04%+100,35413F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…143,954$12.7M0.01%-51,02713F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE138,344$12.2M0.01%+102,57513F-HRTimelineGroup
Azimuth Capital Investment Management L…137,953$12.2M0.44%+3,54813F-HRTimeline
AMG National Trust Bank135,195$11.9M0.28%+30,05113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…135,067$11.9M0.01%-8313F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND130,685$11.5M0.02%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC128,297$11.3M0.01%-138,84013F-HRTimelineGroup
DANSKE BANK A/S120,507$10.6M0.02%+13,10013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK118,223$10.4M0.02%+18,83913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC118,114$10.4M0.01%-9,78713F-HRTimelineGroup
LBP AM SA117,897$10.4M0.12%new13F-HRTimeline
Goelzer Investment Management, Inc.116,588$10.3M0.48%+39413F-HRTimeline
TD Asset Management Inc114,837$10.1M0.01%-9,55613F-HRTimeline
Mediolanum International Funds Ltd113,452$10.1M0.1%-13,91613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …113,823$10M0.01%-4,84313F-HRTimelineGroup
XPONANCE LLC113,224$9.99M0.07%+4,72313F-HRTimeline
Cetera Investment Advisers109,729$9.68M0.01%+27,62513F-HRTimeline
Illinois Municipal Retirement Fund108,712$9.59M0.12%+43713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding105,509$9.31M+48,244Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…101,359$8.94M0.02%-2,09713F-HRTimelineGroup
APG Asset Management N.V.in group APG Asset Management N.V.115,521$8.68M0.02%-10,67913F-HRTimelineGroup
Cambria Investment Management, L.P.96,304$8.49M0.5%-15,28013F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd95,200$8.4M2.57%-73,40013F-HRTimeline
Asset Management One Co., Ltd.93,412$8.32M0.02%-2,32413F-HRTimeline
Treasurer of the State of North Carolina91,182$8.04M0.03%-8,66313F-HRTimeline
Mn Services Vermogensbeheer B.V.86,815$7.66M0.05%+53513F-HRTimeline
Cambridge Investment Research Advisors,…86,523$7.63M0.02%+73213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC86,166$7.6M0.03%+1,89513F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD86,084$7.59M0.02%-2,36313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…84,176$7.43M0.01%-4,36113F-HRTimelineGroup
Candriam S.C.A.84,039$7.41M0.04%+67,25813F-HR/ATimeline
KLP KAPITALFORVALTNING AS82,645$7.29M0.03%+70013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A82,456$7.27M0.02%+6,65713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD82,295$7.26M0.03%-1,53013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding82,008$7.24M-14,016Timeline
Mariner, LLCin group Mariner, LLC77,617$6.85M0.01%+44,57713F-HRTimelineGroup
Munich Reinsurance Co Stock Corp in Mun…76,204$6.77M0.16%+74,46413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA74,898$6.61M0.01%+48,80413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…73,978$6.53M0.02%-58913F-HRTimeline
DMKC Advisory Services, LLC72,835$6.42M2.82%-55213F-HRTimeline
Creative Planningin group Creative Planning72,487$6.39M<0.01%+19,94113F-HRTimelineGroup
DekaBank Deutsche Girozentrale71,558$6.3M0.01%013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…70,591$6.23M0.01%+17,65113F-HRTimelineGroup
State of Tennessee, Department of Treas…65,219$6.18M0.02%-40,37213F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…69,882$6.17M0.03%-1,41813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/69,685$6.15M0.01%-77,12213F-HRTimelineGroup
COMERICA BANK68,027$6M0.02%+26,57913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.66,029$5.82M0.03%-7,99313F-HRTimelineGroup
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…65,238$5.75M0.82%-2,79413F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…64,215$5.66M0.02%+1,09913F-HRTimelineGroup
Holocene Advisors, LP64,036$5.65M0.01%-32,52413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,600$5.61M0.01%+26113F-HRTimeline
Wealthfront Advisers LLC63,177$5.57M0.01%+7,99213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,414$5.42M<0.01%-13913F-HRTimelineGroup
Unison Advisors LLC61,243$5.4M0.47%+59813F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM61,035$5.38M0.03%-5,30213F-HRTimeline
Rafferty Asset Management, LLC60,984$5.38M0.02%-6,48113F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …59,852$5.31M<0.01%+10,95013F-HRTimelineGroup
SummitTX Capital, L.P.60,138$5.3M0.16%+47,30013F-HRTimeline
MACKENZIE FINANCIAL CORP56,731$5.03M0.01%+17,62213F-HRTimeline
ALERUS FINANCIAL NA56,863$5.02M0.25%+3,59813F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM56,580$4.99M0.02%-1,00013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…56,195$4.96M0.03%-538,10213F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…55,500$4.9M0.01%new13F-HRTimelineGroup
OSSIAM55,297$4.88M0.1%+50,11713F-HRTimeline
CIBC Asset Management Inc53,126$4.69M0.01%+17,81413F-HRTimeline
Czech National Bank52,717$4.65M0.03%+1,23013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,386$4.63M0.01%+16,17113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,996$4.59M0.01%+11,19413F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…50,973$4.5M0.02%+36813F-HRTimeline
Kerusso Capital Management LLC50,822$4.48M2.07%+32,28713F-HRTimeline
IEQ CAPITAL, LLC50,459$4.45M0.01%new13F-HRTimeline
IFM Investors Pty Ltd48,974$4.32M0.04%-5013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…48,212$4.25M0.02%-2,40613F-HRTimelineGroup
HRT FINANCIAL LP48,019$4.24M0.01%+17,80613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC47,134$4.16M0.35%-1,29013F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…46,503$4.1M0.02%-2,17713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,320$4M0.01%-4,71013F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise45,279$3.99M0.06%-4313F-HRTimelineGroup
Econ Financial Services Corp44,914$3.96M1.99%new13F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)44,875$3.96M0.02%-60813F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS44,073$3.89M0.01%+3,97513F-HRTimelineGroup
CWM, LLCin group CWM, LLC43,486$3.84M0.01%+20,77113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC43,466$3.83M<0.01%-2,46513F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…43,179$3.81M0.16%new13F-HRTimeline
ProShare Advisors LLC42,726$3.77M0.01%-3,76313F-HRTimeline
Retirement Systems of Alabama42,531$3.75M0.01%-71213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,312$3.64M<0.01%+14,59313F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…39,665$3.5M0.23%-2,44313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC39,568$3.49M0.01%+1,06513F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …39,464$3.48M0.02%+7,24013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,319$3.47M<0.01%+2,12713F-HR/ATimelineGroup
AMALGAMATED BANK39,181$3.46M0.02%-24113F-HRTimeline
ExodusPoint Capital Management, LP39,146$3.45M0.04%+35,72813F-HRTimeline
Advisors Asset Management, Inc.38,837$3.43M0.06%+1,70213F-HR/ATimeline
Dorsey & Whitney Trust CO LLC37,816$3.34M0.18%-4,74913F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS37,257$3.29M0.12%+8,82413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.36,910$3.26M0.21%+2,40613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,622$3.23M0.01%+4313F-HRTimelineGroup
Utah Retirement Systems36,454$3.22M0.03%-19513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,281$3.2M0.09%+1,40513F-HRTimelineGroup
Avantax Planning Partners, Inc.35,389$3.12M0.09%-60913F-HRTimeline
FOSTER & MOTLEY INC34,980$3.09M0.16%-5,94313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.34,156$3.01M0.01%+50413F-HRTimelineGroup