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Institutional Holdings

CATY

Ownership Summary

Institutions Holding
242
Total Shares Held
48,953,758
Total Value Held
$2,212,805,758
Quarter
2025-12-31

Active Positions

Increased Positions
2
2,672 shares
Decreased Positions
6
317,070 shares
Held Positions
3
829 shares
New Positions
227
48,633,187 shares
Sold Out Positions
4
222 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 1,724,741 $83,472,071 New position 2025-12-31
Bank of New York Mellon Corp 669,527 $32,398,399 New position 2025-12-31
RHUMBLINE ADVISERS 207,715 $10,051,303 New position 2025-12-31
AMERIPRISE FINANCIAL INC 153,277 $7,417,074 New position 2025-12-31
DEAN INVESTMENT ASSOCIATES, LLC 58,403 $2,826,121 New position 2025-12-31
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 60,897 $2,946,806 New position 2025-12-31
Russell Investments Group, Ltd. 37,951 $1,836,449 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 63,487 $3,072,136 New position 2025-12-31
Dean Capital Management 39,721 $1,922,099 New position 2025-12-31
WEDGE CAPITAL MANAGEMENT L L P/NC 44,076 $2,732,271 ▼ -17,442 0.05% 2026-06-30
MetLife Investment Management, LLC 36,414 $1,762,073 New position 2025-12-31
Legato Capital Management LLC 20,961 $1,014,303 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 26,221 $1,268,834 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 18,617 $900,877 New position 2025-12-31
Neuberger Berman Group LLC 8,951 $433,139 New position 2025-12-31
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 15,600 $754,884 New position 2025-12-31
KLP KAPITALFORVALTNING AS 14,100 $682,299 New position 2025-12-31
Sterling Capital Management LLC 15,429 $746,609 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 201 $9,706 New position 2025-12-31
Catalyst Funds Management Pty Ltd 6,572 $407,398 ▼ -400 0.02% 2026-06-30
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 6,152 $381,362 ▼ -300 0.00% 2026-06-30
DNB Asset Management AS 3,585 $222,234 New position 0.00% 2026-06-30
STRS OHIO 4,000 $193,560 New position 2025-12-31
Parallel Advisors, LLC 2,646 $128,062 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 2,075 $128,629 ▲ +488 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 443 $20,170 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,188 $57,487 New position 2025-12-31
Versant Capital Management, Inc 839 $52,010 ▼ -8 0.00% 2026-06-30
LSV ASSET MANAGEMENT 648,900 $31,400 New position 2025-12-31
GW&K Investment Management, LLC 601,183 $29,092 New position 2025-12-31
V-Square Quantitative Management LLC 597 $37,008 ▲ +178 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 123 $7,625 Unchanged 0.00% 2026-06-30
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 120,300 $5,821 New position 2025-12-31
DANSKE BANK A/S 1,000 $48,390 New position 2025-12-31
BESSEMER GROUP INC 72,205 $3,494 New position 2025-12-31
HUNTINGTON NATIONAL BANK 48 $2,323 New position 2025-12-31
FARMERS & MERCHANTS INVESTMENTS INC 33 $1,597 New position 2025-12-31
Creative Capital Management Investments LLC 29 $1,798 New position 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 26 $1,612 Unchanged 0.00% 2026-06-30
AMALGAMATED BANK 19,726 $955 New position 2025-12-31
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 17,565 $850 New position 2025-12-31
HARBOR CAPITAL ADVISORS, INC. 680 $42 Unchanged 0.00% 2026-06-30
Covestor Ltd 1,436 $70 New position 2025-12-31
GLENMEDE TRUST CO NA 352,513 $17,058,103 New position 2025-12-31
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Atlantic Union Bankshares Corp 0 $0 Sold out 2026-06-30
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
BlackRock, Inc. 9,708,084 $469,774,163 New position 2025-12-31
VANGUARD GROUP INC 7,534,892 $364,613,425 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 4,032,563 $195,137,432 New position 2025-12-31
STATE STREET CORP 3,406,970 $164,863,278 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,936,272 $142,086,202 New position 2025-12-31
Invesco Ltd. 1,685,203 $81,546,973 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 1,347,674 $65,214,044 New position 2025-12-31
NORGES BANK 850,180 $41,140,210 New position 2025-12-31
NORTHERN TRUST CORP 798,213 $38,625,529 New position 2025-12-31
MORGAN STANLEY 672,697 $32,551,938 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 484,187 $32,401,777 New position 2025-12-31
Boston Trust Walden Corp 602,303 $29,145,442 New position 2025-12-31
GOLDMAN SACHS GROUP INC 580,038 $28,068,021 New position 2025-12-31
Nuveen, LLC 414,279 $20,046,961 New position 2025-12-31
D. E. Shaw & Co., Inc. 338,019 $16,356,739 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 324,332 $15,694,425 New position 2025-12-31
PUBLIC SECTOR PENSION INVESTMENT BOARD 277,909 $13,448,017 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 261,930 $12,674,793 New position 2025-12-31
Edgestream Partners, L.P. 260,154 $12,588,852 New position 2025-12-31
WELLINGTON MANAGEMENT GROUP LLP 260,016 $12,582,175 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 259,375 $12,551,178 ▼ -126,916 2025-12-31
CITADEL ADVISORS LLC 223,626 $10,821,262 New position 2025-12-31
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 195,982 $9,483,569 New position 2025-12-31
Legal & General Group Plc 167,048 $8,083,452 New position 2025-12-31
JPMORGAN CHASE & CO 165,785 $8,022,336 New position 2025-12-31
DENALI ADVISORS LLC 158,462 $7,667,976 New position 2025-12-31
Brandywine Global Investment Management, LLC 148,259 $7,174,253 New position 2025-12-31
CIBC WORLD MARKET INC. 131,335 $6,355,301 New position 2025-12-31
Swiss National Bank 129,100 $6,247,149 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 128,084 $6,197,985 New position 2025-12-31
PURE PORTFOLIOS HOLDINGS LLC 127,579 $6,173,562 New position 2025-12-31
BARCLAYS PLC 123,298 $5,966,390 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 123,018 $5,952,842 New position 2025-12-31
NFJ INVESTMENT GROUP, LLC 114,683 $5,549,511 New position 2025-12-31
FIRST TRUST ADVISORS LP 111,140 $5,378,063 New position 2025-12-31
ExodusPoint Capital Management, LP 101,477 $4,910,472 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 96,882 $4,688,664 New position 2025-12-31
UBS Group AG 95,584 $4,625,310 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 91,030 $4,404,942 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 90,231 $4,366,278 New position 2025-12-31
FRANKLIN RESOURCES INC 88,202 $4,268,095 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 84,165 $4,072,744 New position 2025-12-31
MOODY ALDRICH PARTNERS LLC 81,799 $3,958,254 New position 2025-12-31
Qube Research & Technologies Ltd 80,548 $3,897,718 New position 2025-12-31
WELLS FARGO & COMPANY/MN 79,706 $3,856,972 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 79,523 $3,848,123 New position 2025-12-31
CITIGROUP INC 63,774 $3,086,024 New position 2025-12-31
DEUTSCHE BANK AG\ 55,559 $2,688,500 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 55,072 $2,664,934 New position 2025-12-31
Rafferty Asset Management, LLC 54,900 $2,656,611 New position 2025-12-31
JANE STREET GROUP, LLC 51,659 $2,499,779 New position 2025-12-31
Kondo Wealth Advisors, Inc. 50,981 $2,466,963 New position 2025-12-31
Dana Investment Advisors, Inc. 49,046 $2,373,336 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,188 $2,331,817 New position 2025-12-31
Mitsubishi UFJ Trust & Banking Corp 43,095 $2,085,367 New position 2025-12-31
VIRGINIA RETIREMENT SYSTEMS ET Al 37,787 $1,828,513 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 35,984 $1,741,252 New position 2025-12-31
Illinois Municipal Retirement Fund 35,654 $1,725,297 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 35,029 $1,695,053 New position 2025-12-31
Quantinno Capital Management LP 33,933 $1,642,033 New position 2025-12-31
Cetera Investment Advisers 32,629 $1,578,922 New position 2025-12-31
COMERICA BANK 31,838 $1,540,641 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 31,362 $1,517,607 New position 2025-12-31
OSAIC HOLDINGS, INC. 31,224 $1,510,928 New position 2025-12-31
Iron Gate Global Advisors LLC 31,125 $1,506,139 New position 2025-12-31
Convergence Investment Partners, LLC 31,093 $1,504,590 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 31,051 $1,502,558 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 30,907 $1,495,590 New position 2025-12-31
ROYCE & ASSOCIATES LP 30,535 $1,477,589 New position 2025-12-31
BRIDGEWAY CAPITAL MANAGEMENT, LLC 30,500 $1,475,895 New position 2025-12-31
State of Tennessee, Department of Treasury 27,643 $1,414,769 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 29,078 $1,407,084 New position 2025-12-31
Citizens Business Bank 14,520 $1,405,246 New position 2025-12-31
JANUS HENDERSON GROUP PLC 28,326 $1,369,987 New position 2025-12-31
AlphaQuest LLC 26,470 $1,280,883 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 25,609 $1,239,238 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 23,486 $1,136,488 New position 2025-12-31
SEI INVESTMENTS CO 22,145 $1,071,556 New position 2025-12-31
Pathstone Holdings, LLC 21,495 $1,040,144 New position 2025-12-31
Access Investment Management LLC 21,145 $1,015,172 New position 2025-12-31
MARSHALL WACE, LLP 20,791 $1,006,077 New position 2025-12-31
Man Group plc 20,038 $969,639 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 19,857 $960,880 New position 2025-12-31
CAPITAL FUND MANAGEMENT S.A. 19,709 $953,718 New position 2025-12-31
FMR LLC 19,564 $946,686 New position 2025-12-31
Arizona State Retirement System 18,297 $885,392 New position 2025-12-31
EVOLVE PRIVATE WEALTH, LLC 18,218 $881,577 New position 2025-12-31
SummerHaven Investment Management, LLC 17,516 $847,599 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 17,328 $838,502 New position 2025-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,139 $829,356 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 16,844 $815,081 New position 2025-12-31
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 16,300 $789,000 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 15,666 $758,078 New position 2025-12-31
Horizon Investments, LLC 15,392 $744,819 New position 2025-12-31
MQS Management LLC 15,285 $739,641 New position 2025-12-31
Creative Planning 15,262 $738,528 New position 2025-12-31
WINTON GROUP Ltd 15,246 $737,754 New position 2025-12-31
NewEdge Wealth, LLC 14,480 $700,687 New position 2025-12-31
Snowden Capital Advisors LLC 13,967 $675,872 New position 2025-12-31
ProShare Advisors LLC 12,925 $625,441 New position 2025-12-31
Headlands Technologies LLC 12,439 $601,923 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 11,971 $579,277 New position 2025-12-31
M&T BANK CORP 10,826 $526,355 New position 2025-12-31
Amundi 10,833 $524,191 New position 2025-12-31
PROFUND ADVISORS LLC 10,660 $515,837 New position 2025-12-31
Cerity Partners LLC 10,305 $498,675 New position 2025-12-31
Maryland State Retirement & Pension System 9,933 $480,658 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 9,894 $478,756 New position 2025-12-31
Pictet Asset Management Holding SA 9,457 $457,624 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 8,996 $435,316 New position 2025-12-31
LPL Financial LLC 8,685 $420,249 New position 2025-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 8,552 $413,832 New position 2025-12-31
COMMERCE BANK 8,111 $392,490 New position 2025-12-31
IFG Advisory, LLC 7,955 $384,941 New position 2025-12-31
NewEdge Advisors, LLC 7,831 $378,976 New position 2025-12-31
TWO SIGMA ADVISERS, LP 7,800 $377,442 New position 2025-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 7,776 $376,281 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 7,378 $357,010 New position 2025-12-31
Polymer Capital Management (US) LLC 6,895 $333,649 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 6,803 $329,197 New position 2025-12-31
CIBC Asset Management Inc 6,781 $328,133 New position 2025-12-31
Squarepoint Ops LLC 6,662 $322,374 New position 2025-12-31
DRW Securities, LLC 6,365 $308,002 New position 2025-12-31
FIDUCIARY TRUST CO 5,812 $281,243 New position 2025-12-31
BANK OF MONTREAL /CAN/ 5,733 $277,421 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 5,585 $270,259 New position 2025-12-31
Farringdon Capital, Ltd. 5,575 $269,774 New position 2025-12-31
CAXTON ASSOCIATES LLP 5,474 $264,887 New position 2025-12-31
Abel Hall, LLC 5,433 $262,903 New position 2025-12-31
Ameritas Investment Partners, Inc. 5,401 $261,354 New position 2025-12-31
ROYAL BANK OF CANADA 5,336 $258,000 New position 2025-12-31
XPONANCE LLC 5,278 $255,402 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 5,226 $252,886 New position 2025-12-31
Smartleaf Asset Management LLC 5,073 $247,563 New position 2025-12-31
LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4,992 $241,573 New position 2025-12-31
Ensign Peak Advisors, Inc 4,775 $231,062 New position 2025-12-31
CIBC WORLD MARKETS CORP 4,401 $212,964 New position 2025-12-31
TIAA TRUST, NATIONAL ASSOCIATION 4,279 $207,061 New position 2025-12-31
HighTower Advisors, LLC 4,255 $205,876 New position 2025-12-31
MACKENZIE FINANCIAL CORP 4,223 $205,677 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 4,189 $202,706 New position 2025-12-31
US BANCORP \DE\ 3,122 $151,073 New position 2025-12-31
Tower Research Capital LLC (TRC) 2,168 $104,910 New position 2025-12-31
Rockefeller Capital Management L.P. 1,809 $87,538 New position 2025-12-31
Torren Management, LLC 1,570 $75,975 New position 2025-12-31
T. Rowe Price Investment Management, Inc. 1,530,479 $74,061 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 1,523 $73,698 New position 2025-12-31
Physician Wealth Advisors, Inc. 1,161 $56,181 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 850 $41,132 New position 2025-12-31
FIFTH THIRD BANCORP 839 $40,599 New position 2025-12-31
Salomon & Ludwin, LLC 684 $33,673 New position 2025-12-31
Arax Advisory Partners 554 $26,789 New position 2025-12-31
Allworth Financial LP 553 $26,760 New position 2025-12-31
Global Retirement Partners, LLC 485 $23,469 New position 2025-12-31
EverSource Wealth Advisors, LLC 457 $22,114 New position 2025-12-31
UMB Bank, n.a. 405 $19,598 New position 2025-12-31
CIBC Private Wealth Group LLC 392 $18,969 New position 2025-12-31
Eurizon Capital SGR S.p.A. 357 $17,275 New position 2025-12-31
Root Financial Partners, LLC 276 $13,356 New position 2025-12-31
CSM Advisors, LLC 179,883 $8,705 New position 2025-12-31
Keating Financial Advisory Services, Inc. 165 $7,984 New position 2025-12-31
Larson Financial Group LLC 152 $7,355 New position 2025-12-31
Bare Financial Services, Inc 139 $6,726 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 128 $6,194 New position 2025-12-31
Quarry LP 128 $6,194 New position 2025-12-31
Ares Financial Consulting, LLC 110 $5,323 New position 2025-12-31
CBIZ Investment Advisory Services, LLC 110 $5,323 New position 2025-12-31
Manchester Capital Management LLC 105 $5,081 New position 2025-12-31
Optiver Holding B.V. 99 $4,791 New position 2025-12-31
High Note Wealth, LLC 76 $3,678 New position 2025-12-31
Elyxium Wealth, LLC 70 $3,387 New position 2025-12-31
SageView Advisory Group, LLC 65 $3,146 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 60,640 $2,935 New position 2025-12-31
CANADA LIFE ASSURANCE Co 57,646 $2,788 New position 2025-12-31
IFP Advisors, Inc 56 $2,710 ▼ -68 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 47,682 $2,307 New position 2025-12-31
MAI Capital Management 43 $2,081 New position 2025-12-31
Parkside Financial Bank & Trust 41 $1,984 New position 2025-12-31
ALGERT GLOBAL LLC 40,636 $1,966 New position 2025-12-31
Glen Eagle Advisors, LLC 25 $1,224 New position 2025-12-31
Bruce G. Allen Investments, LLC 23 $1,113 New position 2025-12-31
NATIXIS ADVISORS, LLC 16,986 $822 New position 2025-12-31
Handelsbanken Fonder AB 16,088 $778 New position 2025-12-31
Bay Harbor Wealth Management, LLC 9 $435 New position 2025-12-31
CWM, LLC 7,420 $360 New position 2025-12-31
HFM Investment Advisors, LLC 6 $291 New position 2025-12-31
GILPIN WEALTH MANAGEMENT, LLC 5 $242 New position 2025-12-31
KBC Group NV 4,382 $212 New position 2025-12-31
Ankerstar Wealth, LLC 4 $194 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,965 $95 New position 2025-12-31
HANTZ FINANCIAL SERVICES, INC. 1,525 $74 New position 2025-12-31
Dunhill Financial, LLC 1 $65 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 778 $38 New position 2025-12-31
Smithfield Trust Co 280 $14 New position 2025-12-31
Erste Asset Management GmbH 0 $0 Sold out 2025-12-31