Reported 126,365 shares, up 699 (0.6%) from the prior quarter.
Reported value 3.4%; share count 0.6% 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 | 3961286 |
| 2023-03-31 | 3676971 |
| 2023-06-30 | 4057580 |
| 2023-09-30 | 4219747 |
| 2023-12-31 | 4670373 |
| 2024-03-31 | 5229065 |
| 2024-06-30 | 5298442 |
| 2024-09-30 | 5838433 |
| 2024-12-31 | 6427303 |
| 2025-03-31 | 6485524 |
| 2025-06-30 | 6581116 |
| 2025-09-30 | 6807296 |
| 2025-12-31 | 7011146 |
| 2026-03-31 | 6140997 |
| 2026-06-30 | 6691137 |
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 | 124,811 | +424 (0.3%) | 2.65% | $6,691,137 | 2026-07-31 | |
| Q1 2026 | Reduced | 124,387 | -3,624 (-2.8%) | 2.68% | $6,140,997 | 2026-04-23 | |
| Q4 2025 | Added | 128,011 | +1,646 (1.3%) | 2.96% | $7,011,146 | 2026-01-22 | |
| Q3 2025 | Added | 126,365 | +699 (0.6%) | 2.86% | $6,807,296 | 2025-10-22 | |
| Q2 2025 | Reduced | 125,666 | -4,539 (-3.5%) | 3.09% | $6,581,116 | 2025-07-30 | |
| Q1 2025 | Reduced | 130,205 | -2,783 (-2.1%) | 3.44% | $6,485,524 | 2025-05-13 | |
| Q4 2024 | Added | 132,988 | +4,161 (3.2%) | 3.55% | $6,427,303 | 2025-01-23 | |
| Q3 2024 | Reduced | 128,827 | -57 (0.0%) | 3.38% | $5,838,433 | 2024-10-11 | |
| Q2 2024 | Added | 128,884 | +4,737 (3.8%) | 3.36% | $5,298,442 | 2024-07-26 | |
| Q1 2024 | Reduced | 124,147 | -65 (-0.1%) | 3.56% | $5,229,065 | 2024-04-30 | |
| Q4 2023 | Reduced | 124,212 | -3,004 (-2.4%) | 3.51% | $4,670,373 | 2024-01-19 | |
| Q3 2023 | Added | 127,216 | +6,849 (5.7%) | 3.39% | $4,219,747 | 2023-11-17 | |
| Q2 2023 | Added | 120,367 | +5,998 (5.2%) | 3.15% | $4,057,580 | 2023-11-17 | |
| Q1 2023 | Reduced | 114,369 | -1,458 (-1.3%) | 3.35% | $3,676,971 | 2023-11-17 | |
| Q4 2022 | New | 115,827 | +115,827 (0.0%) | 4.03% | $3,961,286 | 2023-11-17 |
Who else reported the position
1938 managers reported * SELECT SECTOR SPDR TR for Q3 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 133,084,547 | +18,724,516 | 0.43% | $7,169,264,692 | 50 qtrs |
| Bank of America Corporation | Added | 84,741,775 | +1,685,540 | 0.31% | $4,565,039,392 | 50 qtrs |
| MORGAN STANLEY | Added | 47,415,076 | +2,878,882 | 0.15% | $2,554,250,255 | 50 qtrs |
| WELLS FARGO & COMPANY MN | Added | 38,005,847 | +12,559,281 | 0.39% | $2,047,374,992 | 50 qtrs |
| LPL Financial LLC | Added | 24,158,554 | +3,270,085 | 0.38% | $1,301,421,237 | 50 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 22,039,582 | +3,697,754 | 0.34% | $1,187,272,274 | 50 qtrs |
| The Goldman Sachs Group Inc | Added | 21,062,086 | +3,897,597 | 0.14% | $1,134,614,581 | 50 qtrs |
| UBS Group AG | Added | 15,169,574 | +1,803,310 | 0.13% | $817,184,953 | 44 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 14,244,098 | +2,682,361 | 0.18% | $767,374,998 | 50 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 13,535,506 | +24,086 | 0.23% | $729,157,684 | 4 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2025
- Filed
- October 22, 2025
- Filing type
- 13F-HR
- Position type
- FINANCIAL
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 126,365
“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.