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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 3051 | $302,114 | 5,486 | 0.00 | 5,486 | +Inf | 03-31-2023 | |
| MASIMO CORP COM | Stock | 3052 | $301,907 | 1,636 | 0.00 | 0.00 | 53 | 3.35 | 03-31-2023 |
| Everest Consolidator Acquisition Corp Class A | Stock | 3053 | $301,671 | 28,979 | 0.00 | 28,979 | +Inf | 03-31-2023 | |
| STANDARD MTR PRODS INC COM | Stock | 3054 | $301,592 | 8,171 | 0.00 | 0.00 | -194 | -2.32 | 03-31-2023 |
