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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 651 M -USD 129 M -2,689,444 -17%
Goldman Sachs
2
Goldman Sachs
New York
USD 286 M -USD 5.8 M -120,445 -2%
Mizuho Trust & Banking
3
Mizuho Trust & Banking
Japan
USD 264 M +USD 146 k +3,033 +0.1%
Ronald Blue & Co
4
Ronald Blue & Co
Georgia
USD 208 M +USD 76 M +1,580,196 +59%
Bank of America
5
Bank of America
North Carolina
USD 195 M -USD 28.2 M -585,316 -13%
Wells Fargo
6
Wells Fargo
California
USD 190 M -USD 31.6 M -656,068 -14%
UBS Group
7
UBS Group
Switzerland
USD 148 M -USD 15.9 M -330,021 -10%
Psagot Value Holdings
8
Psagot Value Holdings
Israel
USD 136 M -USD 1.44 M -29,828 -1%
Board of Trustees of The Leland Stanford Junior University
9
Board of Trustees of The Leland Stanford Junior University
California
USD 133 M +USD 59.2 M +1,230,751 +82%
United Services Automobile Association
10
United Services Automobile Association
Texas
USD 113 M -USD 5.97 M -124,041 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
USD 111 M -USD 1027 M -21,346,391 -90%
Factory Mutual Insurance
12
Factory Mutual Insurance
Massachusetts
USD 105 M – – –
Novo Holdings A/S
13
Novo Holdings A/S
Denmark
USD 102 M – – –
SignatureFD
14
SignatureFD
Georgia
USD 93.9 M -USD 803 k -16,686 -0.9%
JNBA Financial Advisors
15
JNBA Financial Advisors
Minnesota
USD 93.9 M +USD 92.7 M +1,926,728 +2,535,168%
Citigroup
16
Citigroup
New York
USD 91.5 M -USD 29.4 M -611,926 -25%
WealthTrust Fairport
17
WealthTrust Fairport
Ohio
USD 85.7 M -USD 1.19 M -24,796 -1%
Brinker Capital Investments
18
Brinker Capital Investments
Pennsylvania
USD 85.6 M +USD 1.32 M +27,356 +2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
USD 81.8 M +USD 80 M +1,663,200 +10,411%
TIFF Advisory Services
20
TIFF Advisory Services
Pennsylvania
USD 80.1 M +USD 19 M +395,528 +32%
Vanguard Group
21
Vanguard Group
Pennsylvania
USD 79.9 M +USD 3.35 M +69,551 +4%
BlackRock Japan
22
BlackRock Japan
Japan
USD 76.5 M – – –
UBS AM
23
UBS AM
Illinois
USD 68.6 M -USD 2.88 M -59,911 -4%
Portfolio Solutions
24
Portfolio Solutions
Michigan
USD 61 M +USD 1.13 M +23,425 +2%
Ally Financial
25
Ally Financial
Michigan
USD 59.2 M +USD 10.8 M +225,000 +23%