Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SAVANT CAPITAL LLC 02-05-2024 12-31-2023 843 7,757,511,620
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SIMON PPTY GROUP INC NEW COM 601 $481,191 3,373 0.00 0.00 -39 -1.14 12-31-2023
VANGUARD WORLD FDS ENERGY ETF 602 $480,299 4,095 0.00 0.00 -3,249 -44.24 12-31-2023
FS KKR CAP CORP COM 603 $479,784 24,025 0.00 0.00 60 0.25 12-31-2023
SELECT SECTOR SPDR TR FINANCIAL 604 $477,566 12,701 0.00 0.00 -2,796 -18.04 12-31-2023
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