CUSIP 025072802INTL SMCP VLUAVDVQ4 2025
1 filings · latest Aug 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 7, 2025 | Savant Capital, LLC | 13G | 8.3% | 10.98M | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 30.94M | $2.91B |
| 2 | Creative Planning | 22.59M | $2.12B |
| 3 | Savant Capital, LLC | 11.44M | $1.08B |
| 4 | Focus Partners Wealth | 4.12M | $387.04M |
| 5 | Focus Partners Advisor Solutions, LLC | 3.90M | $366.95M |
| 6 | Accredited Investors Inc. | 2.61M | $245.29M |
| 7 | Mason Investment Advisory Services, Inc. | 2.42M | $227.01M |
| 8 | Envestnet Asset Management Inc | 2.28M | $214.41M |
| 9 |
| Modera Wealth Management, LLC |
| 2.08M |
| $195.41M |
| 10 | Haverford Trust Co | 1.64M | $154.07M |