Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS INC /AR/ | 11-14-2023 | 09-30-2023 | 1214 | 5,216,549,377 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 701 | $2,813,167 | 11,282 | 0.00 | 0.00 | 3 | 0.03 | 09-30-2023 |
| PROGRESSIVE CORP | COM | 702 | $2,803,273 | 20,124 | 0.00 | 0.00 | 2,990 | 17.45 | 09-30-2023 |
| UNILEVER PLC | SPON ADR NEW | 703 | $2,776,091 | 56,196 | 0.00 | 0.00 | -5,149 | -8.39 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQU | 704 | $2,774,916 | 92,037 | 0.00 | 92,037 | +Inf | 09-30-2023 |
