High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
151
LPL Financial
LPL Financial
California
$647M +790% 13,187,463
152
MG
Mather Group
Illinois
$645M +1,806,100% 1,065,599
153
Charles Schwab
Charles Schwab
California
$644M +451% 24,506,472
154
WANY
Wealthspire Advisors (New York)
New York
$638M +101% 1,180,040
155
Principal Financial Group
Principal Financial Group
Iowa
$636M +6,090% 24,398,603
156
Franklin Resources
Franklin Resources
California
$636M +358% 6,733,601
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$636M +106% 1,906,937
158
Artisan Partners
Artisan Partners
Wisconsin
$635M +670% 3,740,674
159
JP Morgan Chase
JP Morgan Chase
New York
$634M +129% 28,963,610
160
Capital World Investors
Capital World Investors
California
$634M +147% 969,006
161
Acadian Asset Management
Acadian Asset Management
Massachusetts
$628M +251% 973,372
162
Bank of America
Bank of America
North Carolina
$625M +148% 7,439,118
163
BA
Bridgewater Associates
Connecticut
$623M +2,120% 5,405,235
164
LPL Financial
LPL Financial
California
$623M +488% 7,451,591
165
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$620M +724% 10,655,514
166
CCM
Carronade Capital Management
Connecticut
$616M +14,226% 2,109,873
167
Fidelity Investments
Fidelity Investments
Massachusetts
$615M +206% 3,387,870
168
Wellington Management Group
Wellington Management Group
Massachusetts
$608M +225% 8,610,646
169
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$604M +3,883% 3,108,423
170
1832 Asset Management
1832 Asset Management
Ontario, Canada
$603M +974% 1,937,126
171
Wells Fargo
Wells Fargo
California
$602M +277% 2,246,785
172
Capital World Investors
Capital World Investors
California
$600M +137,089% 9,544,141
173
WANY
Wealthspire Advisors (New York)
New York
$599M +111% 11,830,891
174
Capstone Investment Advisors
Capstone Investment Advisors
New York
$596M +2,897% 3,289,043
175
Fidelity Investments
Fidelity Investments
Massachusetts
$596M +545% 22,116,133