CY2025 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| Aflac Incorporated | $5,732,000,000.00 | 2025-06-30 | View |
| Unum Group | $27,100,000.00 | 2025-06-30 | View |
| JPMorgan Chase & Co | $223,976,000,000.00 | 2025-06-30 | View |
| Siebert Financial Corp. | $238,721,000.00 | 2025-06-30 | View |
| Jefferies Financial Group Inc. | $7,844,835,000.00 | 2025-05-31 | View |
| SCHWAB CHARLES CORP | $1,620,000,000.00 | 2025-06-30 | View |
| STIFEL FINANCIAL CORP | $342,130,000.00 | 2025-06-30 | View |
| SANTANDER HOLDINGS USA, INC. | $1,300,385,000.00 | 2025-06-30 | View |
| AMERIPRISE FINANCIAL, INC. | $206,000,000.00 | 2025-06-30 | View |
| The Goldman Sachs Group, Inc. | $213,275,000,000.00 | 2025-06-30 | View |
| MORGAN STANLEY | $139,959,000,000.00 | 2025-06-30 | View |
| StoneX Group Inc. | $2,486,200,000.00 | 2025-06-30 | View |
| ALLIANCEBERNSTEIN L.P. | $14,693,000.00 | 2025-06-30 | View |
| NEW YORK MORTGAGE TRUST, INC. | $272,533,000.00 | 2025-06-30 | View |
| ZONED PROPERTIES, INC. | $300,000.00 | 2025-06-30 | View |
| AXOS FINANCIAL, INC. | $139,396,000.00 | 2025-06-30 | View |
| INTERACTIVE BROKERS GROUP, INC. | $10,145,000,000.00 | 2025-06-30 | View |
| THE BANK OF NEW YORK MELLON CORPORATION | $17,525,000,000.00 | 2025-06-30 | View |
| LIGHTSTONE VALUE PLUS REIT II, INC. | $5,820,000.00 | 2025-06-30 | View |
| Virtu Financial, Inc. | $2,654,360,000.00 | 2025-06-30 | View |
| Robinhood Markets, Inc. | $6,159,000,000.00 | 2025-06-30 | View |
| Avidia Bancorp, Inc. | $16,747,000.00 | 2025-06-30 | View |
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