Reported 39,359 shares, up 672 (1.7%) from the prior quarter.
Reported value 5.0%; share count 1.7% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-12-31 | 3784975 |
| 2023-03-31 | 3551179 |
| 2023-06-30 | 3679767 |
| 2023-09-30 | 3806704 |
| 2023-12-31 | 4025448 |
| 2024-03-31 | 4457768 |
| 2024-06-30 | 4857534 |
| 2024-09-30 | 5459615 |
| 2024-12-31 | 5247255 |
| 2025-03-31 | 5717098 |
| 2025-06-30 | 5214622 |
| 2025-09-30 | 5477551 |
| 2025-12-31 | 6361222 |
| 2026-03-31 | 5922731 |
| 2026-06-30 | 6555999 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 41,321 | +923 (2.3%) | 2.59% | $6,555,999 | 2026-07-31 | |
| Q1 2026 | Reduced | 40,398 | -695 (-1.7%) | 2.59% | $5,922,731 | 2026-04-23 | |
| Q4 2025 | Added | 41,093 | +1,734 (4.4%) | 2.69% | $6,361,222 | 2026-01-22 | |
| Q3 2025 | Added | 39,359 | +672 (1.7%) | 2.3% | $5,477,551 | 2025-10-22 | |
| Q2 2025 | Reduced | 38,687 | -469 (-1.2%) | 2.45% | $5,214,622 | 2025-07-30 | |
| Q1 2025 | Added | 39,156 | +1,014 (2.7%) | 3.04% | $5,717,098 | 2025-05-13 | |
| Q4 2024 | Added | 38,142 | +2,695 (7.6%) | 2.9% | $5,247,255 | 2025-01-23 | |
| Q3 2024 | Added | 35,447 | +2,119 (6.4%) | 3.16% | $5,459,615 | 2024-10-11 | |
| Q2 2024 | Added | 33,328 | +3,153 (10.4%) | 3.08% | $4,857,534 | 2024-07-26 | |
| Q1 2024 | Added | 30,175 | +659 (2.2%) | 3.04% | $4,457,768 | 2024-04-30 | |
| Q4 2023 | Reduced | 29,516 | -53 (-0.2%) | 3.02% | $4,025,448 | 2024-01-19 | |
| Q3 2023 | Added | 29,569 | +1,845 (6.7%) | 3.06% | $3,806,704 | 2023-11-17 | |
| Q2 2023 | Added | 27,724 | +293 (1.1%) | 2.86% | $3,679,767 | 2023-11-17 | |
| Q1 2023 | Reduced | 27,431 | -430 (-1.5%) | 3.24% | $3,551,179 | 2023-11-17 | |
| Q4 2022 | New | 27,861 | +27,861 (0.0%) | 3.85% | $3,784,975 | 2023-11-17 |
Who else reported the position
1791 managers reported * SELECT SECTOR SPDR TR for Q3 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 28,301,127 | -4,925,225 | 0.27% | $3,938,667,859 | 50 qtrs |
| JPMorgan Chase & Co | Added | 13,810,675 | +998,856 | 0.12% | $1,922,031,919 | 50 qtrs |
| MORGAN STANLEY | Reduced | 10,600,442 | -2,628,246 | 0.09% | $1,475,263,625 | 50 qtrs |
| The Goldman Sachs Group Inc | Added | 7,218,606 | +1,455,435 | 0.12% | $1,004,613,379 | 50 qtrs |
| LPL Financial LLC | Reduced | 6,435,441 | -398,528 | 0.26% | $895,620,250 | 50 qtrs |
| WELLS FARGO & COMPANY MN | Added | 5,986,800 | +311,736 | 0.16% | $833,182,879 | 50 qtrs |
| RAYMOND JAMES FINANCIAL INC | Reduced | 4,892,752 | -755,007 | 0.22% | $680,924,286 | 4 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 4,741,355 | -1,064,143 | 0.19% | $659,854,380 | 50 qtrs |
| UBS Group AG | Added | 3,743,958 | +470,812 | 0.08% | $521,046,634 | 44 qtrs |
| NISSAY ASSET MANAGEMENT CORP JAPAN ADV | Unchanged | 3,517,825 | 0 | 2.7% | $489,575,705 | 19 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2025
- Filed
- October 22, 2025
- Filing type
- 13F-HR
- Position type
- SBI HEALTHCARE
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 39,359
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.