Q2 2025 13F Detailed Holdings
-
Location
-
Lenexa, KS
-
Holdings as of
-
6/30/2025
-
Value ($000)
-
$4,006,154
-
Num holdings
-
2,162
-
Date filed
-
8/14/2025
-
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 |
| 2 |
Orion Portfolio Solutions |
028-20154 |
| 3 |
ALLIANCEBERNSTEIN L.P. |
028-10562 |
| 5 |
VISE AI Advisors |
|
| 7 |
Advisors Capital Management, LLC |
028-11543 |
| 8 |
SpiderRock Advisors, LLC |
028-18017 |
| 9 |
Aperio Group, LLC |
028-11964 |
| 11 |
Orion Porfolio Solutions, LLC |
028-11877 |
| 12 |
Greenrock Research, Inc. |
|
| 16 |
Gitterman Wealth Management, LLC |
028-21229 |