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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

321 managers (331 13F filers) reported a position in WSFS shares at 2026-03-31, 47,079,980 shares in all. 49 filers opened a position and 34 filers sold out during the quarter.

Managers
321
13F filers
331
New
49
Added
106
Reduced
113
Sold out
34
Shares held by filers
47,079,980

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.7,650,537$501M0.01%-234,28713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 8 filers holding6,074,922$398M+6,068,277Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,560,556$233M0.05%-31,90713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,902,744$190M0.01%+9,50613F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding2,766,797$181M+153,308Timeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,543,162$101M-110,921Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,360,553$89.1M0.01%-1,78313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,096,799$70.7M<0.01%-134,49913F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.944,868$61.9M0.01%-121,72313F-HRTimelineGroup
T. Rowe Price Investment Management, In…908,558$59.5M0.04%-25,38613F-HRTimeline
PZENA INVESTMENT MANAGEMENT LLC878,588$57.5M0.19%+1,77213F-HRTimeline
COOKE & BIELER LP789,302$51.7M0.58%-266,60013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC744,889$48.8M0.08%-43,68613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/737,587$48.3M<0.01%+75,28313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co699,183$45.8M0.01%+2,63213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC691,361$45.3M0.02%+12,74113F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC675,496$44.2M0.45%-117,00513F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP587,253$38.4M1.28%-46,72113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP581,213$38M0.01%+65213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …530,175$34.7M0.03%-17,34713F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…524,180$34.3M0.34%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC504,365$33M<0.01%+34,17413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY430,394$28.2M<0.01%-92,42713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC427,481$28M0.01%+166,83713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.495,707$27.4M0.01%-83,91813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC416,739$26.9M0.01%+3,12213F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc391,077$25.6M0.04%+7,86513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp387,125$25.3M<0.01%-18,98613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding367,526$24.1M+35,955Timeline
Nuveen, LLCin group TIAA273,840$17.9M<0.01%+95,56813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC256,875$16.8M0.01%+101,07013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP253,204$16.6M0.01%+148,79413F-HRTimelineGroup
Freestone Grove Partners LP251,148$16.4M0.12%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND231,396$15.1M0.02%-13,27513F-HRTimeline
Fisher Asset Management, LLC227,911$14.9M0.01%-3513F-HRTimeline
Public Sector Pension Investment Board191,040$12.5M0.04%+1,77813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO174,419$11.4M0.01%+53,41613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC169,122$11.1M0.01%+21,58613F-HRTimelineGroup
RHUMBLINE ADVISERS148,954$9.75M0.01%-2,42413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…145,383$9.52M<0.01%-27,26013F-HRTimelineGroup
EARNEST PARTNERS LLC144,762$9.48M0.04%-12,90213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN143,552$9.4M<0.01%-48,08913F-HR/ATimelineGroup
LORD, ABBETT & CO. LLC139,554$9.13M0.03%-2,72213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …133,933$8.84M0.01%-44,47113F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC128,825$8.43M0.01%+106,07113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/123,941$8.11M<0.01%-29,29313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc122,416$8.01M<0.01%-18,16813F-HRTimelineGroup
CRAWFORD INVESTMENT COUNSEL INC119,786$7.84M0.13%+6,28013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers115,147$7.54M0.01%+91,15913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,854$7.32M<0.01%-2,95513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,326$7.16M0.01%+52,43113F-HRTimelineGroup
Swiss National Bank108,140$7.08M<0.01%-1,90013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP107,196$7.02M0.01%+16,28613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC101,307$6.63M<0.01%-6,79913F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC92,004$6.02M0.05%+12,88613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC90,835$5.95M0.01%+6,55513F-HRTimelineGroup
Bridgewater Associates, LP89,339$5.85M0.03%new13F-HRTimeline
ALGERT GLOBAL LLC86,837$5.68M0.09%new13F-HR/ATimeline
Wilmington Savings Fund Society, FSB78,407$5.13M0.12%-29013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …76,606$5.01M0.01%-3,73313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC71,417$4.67M0.05%+29,79413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC70,823$4.64M0.01%+70,48013F-HRTimelineGroup
FMR LLCin group FMR LLC68,020$4.45M<0.01%+56,10313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…66,481$4.35M<0.01%+13,52513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,041$4.19M<0.01%-66,90913F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …63,500$4.16M0.01%-4,96013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.51,497$3.37M<0.01%-23,02313F-HRTimelineGroup
SG Americas Securities, LLC47,704$3.12M<0.01%+17,11013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC47,352$3.1M<0.01%-3,24213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd46,526$3.05M0.05%+21,68013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\45,254$2.96M<0.01%-1,57013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co44,580$2.92M0.01%-2,73113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,727$2.86M<0.01%-1,02213F-HRTimelineGroup
Rafferty Asset Management, LLC42,977$2.81M0.01%-4,97913F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC42,059$2.75M0.06%-27,00013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC41,146$2.69M<0.01%-194,99613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.40,230$2.63M0.04%-3,45913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
State of Tennessee, Department of Treas…38,625$2.53M0.01%+15,63513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,496$2.39M<0.01%-1,92013F-HRTimelineGroup
Trexquant Investment LP35,838$2.35M0.02%-12,64813F-HRTimeline
Oliver Luxxe Assets LLC34,428$2.25M0.34%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…33,727$2.21M0.01%-6,87713F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…33,587$2.2M<0.01%+3,72613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,926$2.16M0.01%+63013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC32,345$2.12M<0.01%-72,41313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL31,219$2.04M0.01%-105,90513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…29,093$1.9M0.01%-2,07113F-HRTimelineGroup
State of Alaska, Department of Revenue28,826$1.89M0.02%-1,45613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,731$1.88M<0.01%+28,49013F-HRTimelineGroup
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…28,322$1.85M0.11%-47213F-HRTimelineGroup
Illinois Municipal Retirement Fund28,225$1.85M0.02%-1,54713F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC27,389$1.79M0.03%-7,54013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…27,101$1.77M<0.01%+9,70013F-HRTimeline
HRT FINANCIAL LP26,405$1.73M<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC26,358$1.73M<0.01%new13F-HRTimelineGroup
LPL Financial LLC25,412$1.66M<0.01%+3,30813F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…25,054$1.64M<0.01%-91913F-HRTimelineGroup
Private Advisor Group, LLC24,576$1.61M0.01%-1113F-HRTimeline
IEQ CAPITAL, LLC24,427$1.6M0.01%+13,60213F-HRTimeline
Louisiana State Employees Retirement Sy…23,700$1.55M0.03%-1,30013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC23,138$1.51M<0.01%+4,14513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC23,077$1.51M<0.01%-16,40013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,021$1.51M<0.01%013F-HR/ATimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD22,600$1.48M<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,545$1.41M<0.01%-51213F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS21,255$1.39M0.01%+11,16913F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD20,838$1.36M0.45%-11,74713F-HRTimeline
Cetera Investment Advisers20,570$1.35M<0.01%+1,21413F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL19,329$1.27M0.6%013F-HRTimelineGroup
Creative Planningin group Creative Planning18,992$1.24M<0.01%-10,75613F-HRTimelineGroup
Integrated Quantitative Investments LLC18,034$1.18M0.21%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC17,870$1.17M<0.01%+14,02613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,814$1.17M<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…17,811$1.17M<0.01%+2,43213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC17,812$1.16M<0.01%+11,69013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …17,521$1.15M<0.01%+5,26013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,336$1.13M<0.01%+37213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC16,751$1.1M<0.01%+5,42413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,193$1.06M<0.01%+4,54513F-HRTimelineGroup
Graham Capital Management, L.P.15,710$1.03M0.03%+3,11713F-HRTimeline
Handelsbanken Fonder AB15,705$1.03M<0.01%013F-HRTimeline
AMALGAMATED BANK15,429$1.01M0.01%-50313F-HRTimeline
Man Group plcin group Man Group plc15,335$1M<0.01%-3,32213F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM15,019$983K0.01%-57213F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC14,621$957K0.35%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP14,486$948K0.08%-11,40713F-HRTimeline
Police & Firemen's Retirement System of…14,442$945K0.01%-40313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC14,412$943K0.01%-41013F-HRTimeline
Horizon Investments, LLC14,277$932K0.01%new13F-HRTimeline
Quantinno Capital Management LP14,168$927K<0.01%+4,73013F-HRTimeline
Summit Trail Advisors, LLC14,117$924K0.01%new13F-HRTimeline
Mill Creek Capital Advisors, LLC14,085$922K0.02%013F-HRTimeline
Verdence Capital Advisors LLC14,000$916K0.05%013F-HRTimeline
Janney Montgomery Scott LLC13,828$905K<0.01%+6,29713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…13,571$889K0.01%-75013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…13,208$865K<0.01%-32813F-HRTimeline
SummerHaven Investment Management, LLC12,953$848K0.52%-1,60913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,804$838K<0.01%+50313F-HRTimelineGroup
Qube Research & Technologies Ltd12,247$802K<0.01%-164,38113F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,203$799K0.01%-30013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,112$793K<0.01%-88713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC11,975$784K<0.01%+2,51913F-HRTimelineGroup
KLP KAPITALFORVALTNING AS11,930$781K<0.01%013F-HRTimeline
BAILARD, INC.11,800$772K0.02%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,616$760K0.04%013F-HRTimelineGroup
Sippican Capital Advisors11,089$726K0.5%+45113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,700$700K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC10,214$669K0.01%-513F-HRTimeline
&PARTNERS10,081$653K<0.01%-5413F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC9,270$607K0.25%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,199$602K<0.01%-77813F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,945$586K<0.01%+90913F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,708$570K<0.01%+3,40113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC8,663$567K0.03%-8,84613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,250$566K<0.01%+2313F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,596$563K<0.01%013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC8,388$549K<0.01%-32,17413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,610$546K<0.01%+8,17413F-HRTimelineGroup
ProShare Advisors LLC8,314$544K<0.01%-2,55813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,253$540K<0.01%+1,62413F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…8,078$529K<0.01%-41,93413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC7,900$517K<0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co7,806$511K0.02%+10713F-HRTimeline
Maryland State Retirement & Pension Sys…7,764$508K0.01%-28213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,330$480K<0.01%+613F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC7,156$468K0.08%+1,17513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,912$458K<0.01%-25613F-HRTimeline
Haverford Trust Co7,000$458K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,973$456K<0.01%+1,85013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,761$443K<0.01%+1,13113F-HRTimelineGroup
JMN Financial LLC6,563$430K0.42%+71913F-HRTimeline
PLANNING DIRECTIONS INC6,525$427K0.22%+33013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,515$426K<0.01%new13F-HRTimelineGroup
ROYCE & ASSOCIATES LP6,354$416K<0.01%-2,37813F-HRTimeline
EntryPoint Capital, LLC6,315$413K0.12%013F-HRTimeline
STRS OHIO6,300$412K<0.01%013F-HRTimeline
Westover Capital Advisors, LLC6,115$400K0.07%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,112$400K<0.01%-13713F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,761$377K<0.01%new13F-HRTimelineGroup
Financiere des Professionnels - Fonds d…5,756$377K0.02%new13F-HRTimeline
GTS SECURITIES LLC5,690$372K0.01%new13F-HRTimeline
BLB&B Advisors, LLC5,610$367K0.02%013F-HRTimeline
HighTower Advisors, LLC5,561$364K<0.01%-6113F-HRTimeline
DRW Securities, LLC5,478$359K0.02%-40213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,451$357K<0.01%+1,09413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,405$354K<0.01%-94013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,327$349K<0.01%new13F-HRTimeline
Numerai GP LLC5,171$338K0.03%-81,97613F-HRTimeline
Mutual Advisors, LLC5,126$336K0.01%+4413F-HRTimeline
XPONANCE LLC5,122$335K<0.01%+69113F-HRTimeline
Strid Group, LLC5,103$334K0.04%013F-HRTimeline
Allegheny Financial Group4,963$325K0.04%-16613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,781$313K<0.01%-5813F-HRTimelineGroup
Counterpoint Mutual Funds LLC4,754$311K0.05%-37213F-HRTimeline
Hillsdale Investment Management Inc.4,620$302K0.01%new13F-HRTimeline
Cambria Investment Management, L.P.4,575$299K0.02%new13F-HRTimeline
Brooklyn Investment Group4,557$298K0.01%new13F-HRTimeline
Jacobi Capital Management LLC4,500$295K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,491$294K<0.01%+57713F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,489$294K<0.01%new13F-HRTimeline