Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL ANALYSTS LLC 01-30-2024 12-31-2023 1352 1,986,248,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES INC MSCI GBL MIN VOL 401 $317,000 3,162 0.02 0.02 22 0.70 12-31-2023
ISHARES INC MSCI EMRG CHN 402 $309,000 5,582 0.02 5,582 +Inf 12-31-2023
PARKER-HANNIFIN CORP COM 403 $309,000 670 0.02 0.01 -5 -0.74 12-31-2023
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 404 $306,000 9,337 0.02 0.02 -459 -4.69 12-31-2023
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