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 WORLD FD MEGA | CAP VAL ETF | 151 | $37,113,000 | 310,546 | 0.14 | 0.14 | 5,753 | 1.89 | 03-31-2024 |
| ADOBE | INC COM | 152 | $36,861,000 | 73,050 | 0.14 | 0.19 | -2,722 | -3.59 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 153 | $36,836,000 | 153,635 | 0.14 | 0.14 | 2,143 | 1.41 | 03-31-2024 |
| PIMCO | ETF TR ENHAN SHRT MA AC | Liquidated | $0 | 0 | 0.17 | 0.17 | 1,681 | 0.46 | 12-31-2023 |
