Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 02-09-2024 12-31-2023 3184 23,471,019,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $900,737,000 4,678,424 3.84 3.83 -120,128 -2.50 12-31-2023
VANGUARD INDEX FDS S&P 500 ETF SHS 2 $829,905,000 1,899,966 3.54 3.29 106,756 5.95 12-31-2023
INVESCO QQQ TR UNIT SER 1 3 $597,148,000 1,458,165 2.54 2.11 194,381 15.38 12-31-2023
ISHARES TR CORE S&P500 ETF 4 $496,878,000 1,040,299 2.12 2.16 -37,465 -3.48 12-31-2023
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