Q2 2026 13F Detailed Holdings
-
Location
-
Topeka, KS
-
Holdings as of
-
6/30/2026
-
Value ($000)
-
$411,502
-
Num holdings
-
464
-
Date filed
-
8/14/2026
-
Form type
-
13F-HR
-
Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
WELLS FARGO & COMPANY/MN |
028-00165 |
| 2 |
Atria Investments, Inc |
028-14921 |
| 3 |
Waterfront Wealth Inc. |
028-20796 |
| 4 |
NATIXIS ADVISORS, LLC |
028-05788 |
| 5 |
JPMORGAN CHASE & CO |
028-00694 |
| 6 |
Aristotle Capital Management, LLC |
028-02634 |
| 7 |
Aperio Group, LLC |
028-11964 |
| 8 |
SpiderRock Advisors, LLC |
028-18017 |