Q1 2025 13F Detailed Holdings
-
Location
-
Birmingham, MI
-
Holdings as of
-
3/31/2025
-
Value ($000)
-
$1,214,368
-
Num holdings
-
1,410
-
Date filed
-
5/1/2025
-
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 |
| 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC |
|
| 12 |
EDGEWOOD MANAGEMENT LLC |
|
| 13 |
Natixis Investment Managers, LLC |
|
| 14 |
GREAT LAKES ADVISORS, LLC |
|
| 15 |
ATLANTA CAPITAL MANAGEMENT CO L L C |
|
| 16 |
EAGLE ASSET MANAGEMENT INC |
|
| 17 |
LAZARD ASSET MANAGEMENT LLC |
|
| 19 |
Wealthspring Capital LLC |
|