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WU WESTERN UN CO

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Stock (common), issuer CIK 1365135

470 managers (484 13F filers) reported a position in WU shares at 2026-06-30, 299,341,557 shares in all. 80 filers opened a position and 103 filers sold out during the quarter.

Managers
470
13F filers
484
New
80
Added
134
Reduced
189
Sold out
103
Shares held by filers
299,341,557

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 7 filers holding34,503,600$266M-394,147Timeline
BlackRock, Inc.in group BlackRock, Inc.31,403,327$242M<0.01%+6,513,96313F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP17,339,510$134M0.09%+533,29013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…14,673,095$113M0.02%+26,54813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP11,310,742$87.1M<0.01%+28,39513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,246,081$86.6M0.01%+288,97713F-HRTimelineGroup
LSV ASSET MANAGEMENT10,977,158$84.5M0.15%+959,42413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE10,364,220$81M0.08%+50,74813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,111,595$76.7M0.03%-588,01013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC8,258,864$63.6M<0.01%+261,05213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP7,675,440$59.1M0.01%-226,73513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,168,209$47.5M<0.01%-919,02513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,709,723$44M0.01%-871,50113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,225,882$40.2M0.03%+4,573,66313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,677,546$36M+915,530Timeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding4,085,996$31.5M+177,331Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,022,630$31M0.02%+56,22113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,579,409$27.6M0.01%+759,14213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,442,768$26.5M<0.01%-4,519,54113F-HRTimelineGroup
Discerene Group LP3,433,523$26.4M2.97%-238,89413F-HRTimeline
Brickwood Asset Management LLP3,345,007$25.8M18.5%-192,57013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,342,179$25.7M0.01%-1,276,93613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,281,741$25.3M<0.01%+501,02413F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding2,930,807$22.6M+53,660Timeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,813,607$21.7M0.09%+60,66013F-HRTimelineGroup
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD2,765,094$21.2M1.4%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,637,935$20.3M<0.01%-151,92613F-HRTimelineGroup
Fideuram Asset Management (Ireland) dac2,059,763$18.1M0.35%+2,006,11413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,304,334$17.7M<0.01%-1,534,04813F-HRTimelineGroup
ALPS ADVISORS INC2,183,543$16.8M0.08%+31,15213F-HRTimeline
Fourth Sail Capital LP2,120,585$16.3M2.47%new13F-HRTimeline
Gotham Asset Management, LLC2,063,824$15.9M0.04%-1,068,28813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,857,989$14.3M0.02%+608,72813F-HRTimelineGroup
Engineers Gate Manager LP1,699,841$13.1M0.17%+1,400,36913F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS1,593,816$12.3M0.03%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,520,333$11.7M-34,263Timeline
Connor, Clark & Lunn Investment Managem…1,460,730$11.2M0.02%+476,92113F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC1,350,000$10.4M0.34%+50,00013F-HRTimeline
Cambria Investment Management, L.P.1,334,697$10.3M0.51%+316,74013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,214,093$9.35M0.01%+218,87513F-HRTimeline
TSP Capital Management Group, LLC1,125,159$8.66M2.07%new13F-HRTimeline
CONTINENTAL ADVISORS LLC1,083,891$8.35M4.9%-249,19213F-HRTimeline
Nuveen, LLCin group TIAA1,080,151$8.32M<0.01%+479,80813F-HRTimelineGroup
Public Sector Pension Investment Board1,073,393$8.27M0.02%-63,69313F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,070,067$8.24M0.02%-378,69313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO941,075$7.25M0.01%+25,08313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.794,588$6.94M<0.01%-4,19613F-HRTimeline
OLD NATIONAL BANCORP /IN/872,148$6.72M0.13%+57,78413F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC869,891$6.7M1.37%new13F-HRTimeline
Gilman Hill Asset Management, LLC844,517$6.5M0.89%+45,50513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc818,489$6.3M<0.01%-8,74713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP794,555$6.12M0.01%-3,341,06313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC793,293$6.11M<0.01%+239,01913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC760,129$5.85M0.01%+239,35013F-HRTimelineGroup
Kore Advisors LP717,632$5.53M6.38%new13F-HRTimeline
FMR LLCin group FMR LLC659,663$5.08M<0.01%-142,28813F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC643,783$4.96M0.01%+162,58413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.637,257$4.91M0.01%-135,21613F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…630,617$4.86M0.07%+83,71613F-HRTimelineGroup
Swiss National Bank629,200$4.84M<0.01%013F-HRTimeline
RHUMBLINE ADVISERS601,558$4.63M<0.01%-141,18413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC592,506$4.56M<0.01%+130,62513F-HRTimelineGroup
INTRINSIC EDGE CAPITAL MANAGEMENT LLC565,000$4.35M0.54%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…544,995$4.2M<0.01%+301,98413F-HRTimelineGroup
Campbell & CO Investment Adviser LLC544,107$4.19M0.22%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC537,450$4.14M0.01%+152,42513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA522,313$4.02M<0.01%-1,400,41513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…512,000$3.94M0.01%-828,00013F-HRTimeline
Ilex Capital Partners (UK) LLP510,444$3.93M0.08%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO499,965$3.85M0.44%+28,84913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC497,859$3.83M<0.01%+201,55013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …493,513$3.8M0.01%+10,95413F-HRTimelineGroup
SummitTX Capital, L.P.491,857$3.79M0.1%+11,39913F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…490,608$3.78M<0.01%-46,27613F-HRTimelineGroup
ExodusPoint Capital Management, LP490,257$3.77M0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…466,039$3.59M<0.01%-838,36313F-HRTimelineGroup
Collar Capital Management, LLC443,887$3.42M2.02%new13F-HRTimeline
ROYCE & ASSOCIATES LP439,002$3.38M0.03%+372,36513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO407,112$3.22M<0.01%-1,297,11413F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…389,030$3M0.01%-4,38713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN377,517$2.91M<0.01%+34,76613F-HRTimelineGroup
LPL Financial LLC373,379$2.88M<0.01%+160,28213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…365,941$2.82M<0.01%-17,28213F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC362,055$2.79M0.01%-13,65913F-HRTimelineGroup
Holocene Advisors, LP358,369$2.76M0.01%+227,75713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC355,035$2.73M<0.01%+66,26413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…315,081$2.43M<0.01%-5,45013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/306,063$2.36M<0.01%+12,02513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC297,992$2.29M<0.01%-152,93713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding295,121$2.27M-19,406Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…291,264$2.24M<0.01%-46613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…289,983$2.23M<0.01%-12,26013F-HRTimelineGroup
CWA Asset Management Group, LLC288,065$2.22M0.07%+25,03213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…284,875$2.19M0.22%new13F-HRTimelineGroup
Optimist Retirement Group LLC281,609$2.17M0.84%-18413F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding278,986$2.15M-283,162Timeline
EXCHANGE TRADED CONCEPTS, LLC277,352$2.14M0.01%+103,89313F-HR/ATimeline
Tweedy, Browne Co LLC272,476$2.1M0.16%+99,01713F-HRTimeline
Arnhold LLC271,020$2.09M0.15%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co270,615$2.08M<0.01%-23,16413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.263,942$2.03M<0.01%+25,46813F-HRTimelineGroup
Range Financial Group LLC246,982$1.9M0.52%+44,46213F-HRTimeline
Quantinno Capital Management LP246,467$1.9M<0.01%-410,75813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…243,645$1.88M0.01%-19,90913F-HRTimelineGroup
GROUP ONE TRADING LLC235,735$1.82M0.05%+27,91613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC221,612$1.71M0.01%-53,67613F-HRTimeline
ICON ADVISERS INC/CO220,500$1.7M0.32%new13F-HRTimeline
DekaBank Deutsche Girozentrale185,573$1.62M<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND204,898$1.58M<0.01%-22,10113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC200,908$1.55M0.01%-82,64313F-HRTimelineGroup
CLARK ESTATES INC/NY200,650$1.55M0.36%-45,35013F-HRTimeline
Orion Porfolio Solutions, LLC200,199$1.54M0.01%+1,75813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC192,607$1.48M<0.01%-5,53713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP191,930$1.48M<0.01%-4,827,03613F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.191,609$1.48M0.01%-49,77113F-HRTimeline
Illinois Municipal Retirement Fund185,996$1.43M0.02%+27,07613F-HRTimeline
Schonfeld Strategic Advisors LLC180,013$1.39M0.01%+159,41913F-HRTimeline
NORGES BANK174,405$1.34M<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC173,502$1.34M0.02%+17,09713F-HRTimeline
Crossmark Global Holdings, Inc.169,131$1.3M0.02%+67,00013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT164,586$1.27M0.01%-25,12413F-HRTimeline
D.A. DAVIDSON & CO.160,630$1.24M0.01%-38,38513F-HRTimeline
Janney Montgomery Scott LLC155,117$1.19M<0.01%-26,09513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.152,961$1.18M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers152,838$1.18M<0.01%-72,36813F-HRTimeline
Jupiter Topco LLCin group Janus Henderson149,400$1.15M<0.01%13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV144,798$1.11M<0.01%-50,01213F-HR/ATimeline
GREAT LAKES ADVISORS, LLC143,164$1.1M0.01%-87,90313F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC142,558$1.1M0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS142,100$1.09M<0.01%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…139,505$1.07M<0.01%new13F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC138,604$1.07M0.26%-29,07213F-HRTimelineGroup
Louisiana State Employees Retirement Sy…136,900$1.05M0.02%-4,10013F-HR/ATimeline
Atom Investors LP134,681$1.04M0.09%new13F-HRTimeline
Treasurer of the State of North Carolina132,130$1.02M<0.01%-3,78013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al126,902$977K0.01%-90,30013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…124,476$958K<0.01%-4,40313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…123,197$949K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…122,377$941K<0.01%+12,00513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS119,741$922K<0.01%-1,055,29013F-HRTimelineGroup
State of Alaska, Department of Revenue118,823$914K0.01%-54,18013F-HRTimeline
IMC-Chicago, LLC117,565$905K0.01%-50,18013F-HRTimeline
Beacon Pointe Advisors, LLC114,804$884K<0.01%-12,96113F-HRTimeline
Cambridge Investment Research Advisors,…112,611$867K<0.01%+20,57013F-HR/ATimeline
Police & Firemen's Retirement System of…112,545$867K0.01%+4,82513F-HRTimeline
Y-Intercept (Hong Kong) Ltd108,373$834K0.02%-68,94113F-HRTimeline
Waycross Investment Management Co106,652$821K0.63%-62513F-HRTimeline
PARK CIRCLE Co103,010$793K0.7%013F-HRTimeline
SCHULHOFF & CO INC102,150$787K0.32%+42,90013F-HRTimeline
Mork Capital Management, LLC100,000$770K0.49%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC97,833$753K<0.01%+65,77813F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC97,210$749K0.01%-1,53713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC96,419$742K<0.01%-2,827,01713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding93,913$723K+7,702Timeline
AMALGAMATED BANK89,471$689K<0.01%-7,61213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…88,738$683K<0.01%new13F-HRTimelineGroup
Handelsbanken Fonder AB87,900$677K<0.01%013F-HRTimeline
Impact Partnership Wealth, LLC87,576$674K0.07%+21,57813F-HRTimeline
State of Tennessee, Department of Treas…87,319$672K<0.01%-11,21213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM86,481$666K<0.01%-82413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC84,575$647K<0.01%-83,91713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …82,027$632K<0.01%+13,94513F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…80,799$622K<0.01%013F-HRTimeline
Amundiin group Amundi80,724$621K<0.01%-495,74113F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG79,410$612K0.01%new13F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC78,410$604K0.18%+1,79513F-HRTimeline
Krane Funds Advisors LLC78,334$603K0.02%+20,92113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,502$589K<0.01%+9,64313F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC76,414$588K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75,823$584K<0.01%-15,46513F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.74,714$575K<0.01%+42,62113F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND70,512$543K0.01%-2,20013F-HRTimeline
Aster Capital Management (DIFC) Ltd67,591$520K0.11%new13F-HR/ATimeline
Moors & Cabot, Inc.63,985$493K0.02%+22,13513F-HRTimeline
Counterpoint Mutual Funds LLC63,428$488K0.05%013F-HRTimeline
Blueshift Asset Management, LLC62,341$480K0.11%new13F-HRTimeline
Maryland State Retirement & Pension Sys…61,267$472K0.01%-1,33013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\60,498$466K<0.01%+7,89113F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.59,500$458K0.02%+4,08913F-HRTimelineGroup
Jain Global LLC59,450$458K0.01%+48,39913F-HRTimeline
Empowered Funds, LLC59,022$454K<0.01%+1,40113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…58,159$448K<0.01%new13F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV57,008$439K0.08%-10,48013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS54,619$421K<0.01%-2,89513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT54,261$418K0.01%-28,48613F-HR/ATimeline
Dakota Wealth Management54,163$417K0.01%-2,75513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…53,543$412K<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC52,528$404K<0.01%new13F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI51,716$398K0.02%+2,23613F-HRTimeline
iA Global Asset Management Inc.49,101$378K<0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …48,167$371K0.03%new13F-HRTimelineGroup
denkapparat Operations GmbH47,688$367K0.12%013F-HRTimeline
MACKENZIE FINANCIAL CORP47,345$365K<0.01%+5,56513F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC47,279$364K0.03%+89213F-HRTimeline
Valeo Financial Advisors, LLC46,210$356K0.01%+1,19313F-HRTimeline
MML INVESTORS SERVICES, LLC45,152$348K<0.01%+3,13113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC43,925$338K<0.01%+3,99213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC43,305$333K<0.01%+15,24213F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP42,409$327K<0.01%-7,69113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Creative Planningin group Creative Planning42,093$324K<0.01%+8,27613F-HRTimelineGroup