Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 05-15-2023 | 03-31-2023 | 2311 | 22,759,711,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP COM | Stock | 2051 | $703,878 | 21,362 | 0.00 | 0.00 | -696 | -3.16 | 03-31-2023 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 2052 | $702,948 | 35,538 | 0.00 | 0.00 | 1,176 | 3.42 | 03-31-2023 |
| HUBSPOT INC COM | Stock | 2053 | $701,748 | 1,637 | 0.00 | 0.00 | 691 | 73.04 | 03-31-2023 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | 2054 | $701,087 | 20,626 | 0.00 | 0.00 | 1,215 | 6.26 | 03-31-2023 |
