Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | 04-24-2024 | 03-31-2024 | 3302 | 25,988,153,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $926,580,000 | 1,927,563 | 3.57 | 3.54 | 27,597 | 1.45 | 03-31-2024 |
| APPLE | INC COM | 2 | $778,636,000 | 4,540,680 | 3.00 | 3.84 | -137,744 | -2.94 | 03-31-2024 |
| INVESCO QQQ TR UNIT SER | 1 | 3 | $664,521,000 | 1,496,636 | 2.56 | 2.54 | 38,471 | 2.64 | 03-31-2024 |
| ISHARES | TR CORE S&P500 ETF | 4 | $537,467,000 | 1,022,325 | 2.07 | 2.12 | -17,974 | -1.73 | 03-31-2024 |
