Ethic Inc.

Position in RJF — Raymond James Financial Inc

CIK 1780570 NEW YORK, NY

Position in RJF

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,965,443

-$188,384 QoQ

Shares Held

20,481

+4.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Mar 31, 2026

Ethic Inc. holds $62,568,958 across 21 Asset Management names. RJF ranks #8 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,245	$9,852,718
2	STT	State Street Corp	72,073	$9,121,558
3	NTRS	Northern Trust Corp	56,282	$7,855,278
4	AMP	Ameriprise Financial Inc	16,436	$7,304,158
5	BX	Blackstone Inc.	63,414	$7,291,975
6	APO	Apollo Global Management, Inc.	42,785	$4,767,104
7	PFG	Principal Financial Group Inc	40,083	$3,611,879
8	RJF	Raymond James Financial Inc This page	20,481	$2,965,443

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,965,443	20,481	+4.3%	Shares	Sole	2026-04-27
2025-12-31	$3,153,827	19,639	-4.5%	Shares	Sole	2026-02-03
2025-09-30	$3,551,072	20,574	-7.4%	Shares	Sole	2025-10-17
2025-06-30	$3,406,807	22,213	+11.6%	Shares	Sole	2025-07-30
2025-03-31	$2,765,281	19,907	+13.2%	Shares	Sole	2025-05-13
2024-12-31	$2,730,856	17,581	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$2,174,277	17,755	-12.3%	Shares	Sole	2024-11-13
2024-06-30	$2,503,720	20,255	+14.1%	Shares	Sole	2024-08-13
2024-03-31	$2,280,097	17,755	+20.4%	Shares	Sole	2024-05-13
2023-12-31	$1,644,290	14,747	+20.3%	Shares	Sole	2024-02-14
2023-09-30	$1,231,472	12,262	+27.8%	Shares	Sole	2023-11-14
2023-06-30	$995,880	9,597	-13.9%	Shares	Sole	2023-08-14
2023-03-31	$1,039,121	11,141	-12.1%	Shares	Sole	2023-05-12
2022-12-31	$1,353,575	12,668	+102.9%	Shares	Sole	2023-02-14
2022-09-30	$616,834	6,242	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.