AutodeskADSK

13F holders, Q4 2024 (December 31)
1,302holders +104
111new positions
86sold out
10famous investors
$295.53avg. 13F price*

At the end of Q4 2024, 1,302 institutions reported holding Autodesk Inc. (ADSK) in their 13F filings, up 104 from Q3 2024. 111 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($5.9B) and State Street Corp. ($3.0B). 10 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), Steve Cohen (0.8% of Point72 Asset Management's portfolio) and Andreas Halvorsen (0.7% of Viking Global Investors's portfolio).

Company
Autodesk Inc.
Sector
Technology
CUSIP
052769106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions111$1.1B
Exits86$256.5M

All 13F filers, Q3 2024 → Q4 2024: 15,896,107 shares bought and 15,735,069 shares sold, net +161,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,302 holders

Vanguard Group Inc. 0.10% Add +0.6% 20,385,461 $6.0B
BlackRock, Inc. 0.12% Add +5.0% 20,073,570 $5.9B
State Street Corp. 0.12% Add +2.5% 10,057,336 $3.0B
Loomis Sayles & Co. L P 2.18% Reduce -3.3% 5,816,987 $1.7B
Ninety One UK Ltd 4.01% Reduce -3.2% 5,066,777 $1.5B
T. Rowe Price Associates Inc. 0.17% Reduce -6.9% 5,023,624 $1.5B
FMR LLC 0.08% Reduce -15.0% 4,805,659 $1.4B
Geode Capital Management, LLC 0.11% Add +1.0% 4,715,702 $1.4B
Amundi 0.32% Reduce -2.4% 3,132,599 $928.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% Add +28.0% 3,053,750 $902.6M
Brown Advisory Inc. 1.14% Reduce -5.9% 3,037,601 $897.8M
Massachusetts Financial Services Co. 0.27% Add +406.8% 2,875,320 $849.9M
Morgan Stanley 0.06% Add +18.1% 2,727,809 $806.3M
Bank of America Corp. 0.07% Reduce -7.4% 2,590,942 $765.8M
Northern Trust Corp. 0.10% Add +20.6% 2,462,810 $727.9M
Invesco Ltd. 0.13% Add +8.8% 2,383,255 $704.4M
Clearbridge Investments, LLC 0.57% Reduce -9.1% 2,366,077 $699.3M
T. Rowe Price Investment Management, Inc. 0.42% Reduce -15.6% 2,302,132 $680.4M
Janus Henderson Group PLC 0.33% Add +43.7% 2,206,237 $652.1M
Norges Bank 0.08% Add +4.2% 2,140,156 $632.6M
Franklin Resources Inc. 0.18% Add +45.1% 2,102,836 $621.5M
Sustainable Growth Advisers, LP 2.88% Reduce -20.0% 1,941,508 $573.9M
Farallon Capital Management, L.L.C. 2.88% New 1,841,800 $544.4M
Legal & General Group Plc 0.14% Add +0.1% 1,814,080 $536.2M
Ameriprise Financial Inc. 0.14% Add +0.5% 1,795,817 $530.8M
Principal Financial Group Inc. 0.28% Reduce -19.6% 1,763,761 $521.3M
FIL Ltd 0.47% Reduce -37.9% 1,697,227 $501.6M
Pictet Asset Management Holding SA 0.53% Reduce -3.4% 1,669,345 $493.4M
Arrowstreet Capital, Limited Partnership 0.36% Add +25.3% 1,508,746 $445.9M
Bank of New York Mellon Corp 0.08% Reduce -6.6% 1,481,608 $437.9M
Deutsche Bank AG 0.17% Reduce -0.2% 1,436,486 $424.6M
Charles Schwab Investment Management Inc. 0.07% Add +3.6% 1,345,471 $397.7M
Meritage Group LP 8.02% Reduce -13.0% 1,138,082 $336.4M
Nuveen Asset Management, LLC 0.09% Reduce -2.7% 1,047,882 $309.7M
Starboard Value 5.56% Reduce -44.0% 1,038,000 $306.8M
Citadel Advisors 0.28% Reduce -10.3% 1,017,692 $300.8M
Dimensional Fund Advisors LP 0.07% Reduce -4.5% 1,003,315 $296.6M
Point72 Asset Management 0.83% Add +83.3% 1,000,289 $295.7M
JPMorgan Chase & Co. 0.02% Reduce -8.4% 954,710 $282.2M
UBS Group AG 0.06% Add +84.5% 952,132 $281.4M
California Public Employees Retirement System 0.18% Add +0.0% 926,528 $273.9M
Baillie Gifford & Co. 0.21% Reduce -16.1% 923,701 $273.0M
Sumitomo Mitsui Trust Group, Inc. 0.18% Add +1.1% 895,131 $264.6M
HSBC Holdings PLC 0.16% Add +0.6% 868,509 $256.8M
Macquarie Group Ltd. 0.30% Add +0.9% 844,772 $247.2M
Van Eck Associates Corp. 0.32% Reduce -51.5% 832,527 $246.1M
Barclays PLC 0.12% Reduce -11.9% 813,063 $240.3M
Royal Bank of Canada 0.05% Add +30.6% 776,432 $229.5M
Local Pensions Partnership Investment Ltd 4.26% — 774,000 $228.8M
Viking Global Investors 0.72% Reduce -0.7% 756,584 $223.6M
Aberdeen Group plc 0.41% Reduce -5.1% 741,187 $219.8M
AXA S.A. 0.66% Add +27.0% 733,413 $216.8M
Standard Investments LLC 11.78% Reduce -33.8% 715,000 $211.3M
Alyeska Investment Group, L.P. 0.79% Add +72.2% 707,586 $209.1M
Goldman Sachs Group Inc. 0.04% Reduce -14.6% 697,272 $206.1M
Envestnet Asset Management Inc. 0.06% Add +6.7% 675,889 $199.8M
Primecap Management Co. 0.15% Reduce -2.8% 662,030 $195.7M
Impax Asset Management Group plc 0.88% Reduce -16.4% 660,720 $195.3M
National Pension Service 0.18% Add +4.8% 659,326 $194.9M
Manufacturers Life Insurance Company, The 0.16% Reduce -4.0% 634,845 $187.6M
Swiss National Bank 0.12% Reduce -5.0% 607,400 $179.5M
Robeco Schweiz AG 3.76% Reduce -11.5% 595,894 $176.1M
Lazard Asset Management LLC 0.28% Add +6.0% 590,571 $174.6M
Royal London Asset Management Ltd. 0.42% Add +22.9% 583,985 $172.6M
Capital Research Global Investors 0.04% Reduce -41.7% 578,776 $171.1M
BNP Paribas Financial Markets 0.13% Reduce -8.2% 560,246 $165.6M
Man Group plc 0.51% Reduce -20.4% 550,222 $162.6M
DSM Capital Partners LLC 2.43% Reduce -5.0% 532,528 $157.4M
Fisher Asset Management 0.06% Add +1.4% 522,797 $154.5M
Bank Julius Baer & Co. Ltd, Zurich 0.48% New 485,032 $154.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.30% — 501,739 $148.3M
Bank of Montreal 0.07% Reduce -45.3% 500,105 $147.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.37% Reduce -5.6% 498,430 $147.3M
Woodline Partners LP 0.98% Add +95.3% 489,039 $144.5M
Natixis Advisors, LLC 0.26% Reduce -8.6% 468,173 $138.4M
Liontrust Investment Partners LLP 1.98% Reduce -4.7% 462,602 $136.7M
Aviva PLC 0.35% Reduce -13.3% 460,605 $136.1M
Wells Fargo & Company 0.03% Reduce -9.8% 453,942 $134.2M
First Trust Advisors LP 0.11% Reduce -5.7% 429,961 $127.1M
Millennium Management 0.11% Reduce -40.4% 420,215 $124.2M
Balyasny Asset Management L.P. 0.29% Reduce -22.9% 420,011 $124.1M
JARISLOWSKY, FRASER Ltd 0.72% Add +0.6% 414,120 $122.4M
Voya Investment Management LLC 0.15% Add +422.6% 412,113 $121.8M
Rhumbline Advisers 0.11% Reduce -1.7% 403,779 $119.3M
Raymond James Financial Inc. 0.04% — 395,264 $116.8M
DekaBank Deutsche Girozentrale 0.21% No change 380,832 $112.2M
Storebrand Asset Management As 0.33% Reduce -11.6% 367,054 $108.5M
Disciplined Growth Investors Inc. 2.00% Reduce -0.5% 355,801 $105.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +8.3% 354,639 $104.3M
Parnassus Investments, LLC 0.23% Reduce -5.8% 351,355 $103.8M
TD Asset Management Inc 0.09% Reduce -7.8% 345,182 $102.0M
Contour Asset Management LLC 2.94% Reduce -26.7% 343,777 $101.6M
Findlay Park Partners LLP 0.98% Add +1.7% 333,599 $98.6M
California State Teachers Retirement System 0.11% Reduce -1.1% 323,523 $95.6M
Prudential Financial Inc. 0.13% Reduce -24.1% 317,475 $93.8M
Victory Capital Management Inc. 0.09% Reduce -7.5% 315,006 $93.1M
New York State Common Retirement Fund 0.12% Add +0.5% 314,207 $92.9M
Candriam S.C.A. 0.53% Add +17.5% 310,139 $91.7M
Russell Investments Group, Ltd. 0.13% Add +33.3% 309,381 $91.5M
Robeco Institutional Asset Management B.V. 0.17% Add +25.5% 300,135 $88.7M
Dorsal Capital Management, LP 2.67% New 300,000 $88.7M
Wellington Management Group LLP 0.02% Add +13.4% 297,917 $88.1M
Citigroup Inc. 0.08% Reduce -11.4% 295,213 $87.3M
ProShare Advisors LLC 0.20% Add +18.8% 289,437 $85.5M
Allianz Asset Management GmbH 0.12% Add +24.6% 284,035 $84.0M
Alliancebernstein L.P. 0.03% Reduce -3.0% 255,157 $75.4M
D. E. Shaw & Co. 0.08% Reduce -15.8% 241,106 $71.3M
Ninety One North America, Inc. 4.20% Reduce -2.1% 229,282 $67.8M
AEGON ASSET MANAGEMENT UK Plc 0.88% Add +17.4% 227,027 $67.1M
Captrust Financial Advisors 0.19% Add +4.8% 226,395 $66.9M
Oribel Capital Management, LP 4.48% Add +23.3% 223,000 $65.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Add +1.6% 216,241 $63.9M
Danske Bank A/S 0.18% Reduce -10.9% 207,100 $61.2M
State Board of Administration of Florida Retirement System 0.12% Add +0.3% 205,331 $60.7M
Fred Alger Management, LLC 0.29% Add +7721.4% 204,295 $60.4M
Vontobel Holding Ltd. 0.20% Add +423.6% 202,545 $59.9M
National Bank of Canada 0.08% Reduce -34.9% 200,669 $59.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Reduce -6.3% 198,109 $58.6M
LPL Financial LLC 0.02% Add +13.7% 194,851 $57.6M
New York State Teachers Retirement System 0.12% Reduce -2.9% 190,821 $56.4M
CANADA LIFE ASSURANCE Co 0.10% Add +5.3% 190,208 $56.2M
KBC Group NV 0.15% Add +14.0% 183,610 $54.3M
Martin Currie Ltd. 1.97% Reduce -14.9% 181,056 $53.5M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -25.6% 180,889 $53.5M
Korea Investment CORP 0.13% Reduce -10.2% 178,679 $52.8M
NZS Capital, LLC 2.23% Reduce -7.2% 177,265 $52.4M
HRT Financial LP 0.27% New 175,318 $51.8M
Champlain Investment Partners, LLC 0.32% Reduce -64.8% 173,090 $51.2M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +1.1% 170,779 $50.5M
Achmea Investment Management B.V. 0.82% Reduce -23.4% 167,812 $49.6M
Thrivent Financial for Lutherans 0.09% Reduce -9.4% 163,498 $48.3M
Alta Capital Management LLC/ 2.82% Reduce -4.7% 160,149 $47.3M
Teacher Retirement System of Texas 0.17% Add +45.9% 156,321 $46.2M
Junto Capital Management LP 0.92% Reduce -41.4% 155,913 $46.1M
Marathon Asset Management Ltd 1.28% Reduce -6.1% 155,154 $45.9M
Ossiam 0.79% Add +1602.7% 154,029 $45.5M
Truist Financial Corp. 0.07% Add +1.0% 149,824 $44.3M
Grandfield & Dodd, LLC 2.62% Add +0.6% 143,689 $42.5M
M&G PLC 0.27% Reduce -6.4% 143,310 $42.4M
Steadfast Capital Management LP 0.89% New 141,900 $41.9M
Swedbank AB 0.05% Add +4.9% 141,729 $41.9M
DAVENPORT & Co LLC 0.24% Reduce -0.3% 140,326 $41.6M
LGT Group Foundation 0.63% Add +7.2% 137,432 $40.6M
Anchor Capital Advisors LLC 1.16% Reduce -6.7% 137,056 $40.5M
State of Wisconsin Investment Board 0.10% Reduce -8.3% 134,613 $39.8M
Jain Global LLC 1.17% — 131,741 $38.9M
AQR Capital Management 0.05% Add +40.7% 131,130 $38.8M
APG Asset Management N.V. 0.11% Add +535.6% 135,437 $38.7M
Tybourne Capital Management (hk) Ltd. 9.63% Add +1800.3% 129,826 $38.4M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +8.3% 128,398 $38.2M
Samlyn Capital, LLC 0.60% New 127,249 $37.6M
Allspring Global Investments Holdings, LLC 0.06% Reduce -0.4% 127,837 $37.5M
Squarepoint Ops LLC 0.10% Add +2080.7% 126,479 $37.4M
Greenvale Capital LLP 3.02% Reduce -24.2% 125,000 $36.9M
Handelsbanken Fonder AB 0.14% Add +2.5% 124,858 $36.9M
Select Equity Group, L.P. 0.15% Reduce -48.0% 124,774 $36.9M
Toronto Dominion Bank 0.07% Add +5.1% 123,666 $36.6M
Stifel Financial Corp. 0.04% Add +2.0% 122,192 $36.1M
Sei Investments Co. 0.05% Reduce -12.0% 120,798 $35.7M
DE Burlo Group Inc. 4.76% Add +11.7% 120,740 $35.7M
ING Groep NV 0.24% Reduce -0.2% 120,613 $35.6M
Rafferty Asset Management, LLC 0.12% Reduce -0.9% 117,924 $34.9M
E. Ohman J:or Asset Management AB 0.81% Add +109.3% 117,288 $34.7M
Schroder Investment Management Group 0.03% Add +20.7% 116,046 $34.3M
Guggenheim Capital LLC 0.28% Add +5.4% 115,791 $34.2M
Douglas Lane & Associates, LLC 0.48% Reduce -7.9% 115,784 $34.2M
Neuberger Berman Group LLC 0.03% Add +6.0% 113,764 $33.6M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -2.3% 113,364 $33.5M
Treasurer of the State of North Carolina 0.13% Reduce -0.1% 112,466 $33.2M
Cerity Partners LLC 0.07% Add +1.9% 111,115 $32.6M
Raiffeisen Bank International AG 0.48% — 105,879 $31.5M
Silvant Capital Management LLC 1.31% Reduce -0.1% 106,404 $31.4M
Canada Pension Plan Investment Board 0.03% Add +138.6% 103,270 $30.5M
Credit Agricole S A 0.10% Add +25.9% 102,013 $30.2M
Janney Montgomery Scott LLC 0.08% Reduce -4.0% 100,687 $29.8M
Nissay Asset Management Corp. /Japan 0.18% Add +4.5% 99,678 $29.7M
Walleye Trading LLC 0.58% Add +22.7% 99,223 $29.3M
Public Employees Retirement System of Ohio 0.10% New 98,630 $29.2M
KLP Kapitalforvaltning As 0.14% — 98,012 $29.0M
D.A. Davidson & Co. 0.23% Reduce -3.7% 97,589 $28.8M
State of Tennessee, Department of Treasury 0.10% Reduce -6.8% 96,687 $28.6M
Rathbones Group PLC 0.14% Reduce -10.9% 96,640 $28.6M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +33.5% 95,412 $28.4M
Bank of Nova Scotia 0.05% Add +171.5% 95,762 $28.3M
Capco Asset Management, LLC 6.31% Reduce -1.5% 94,980 $28.1M
PNC Financial Services Group, Inc. 0.02% Reduce -2.8% 92,081 $27.2M
Nomura Asset Management Co. Ltd. 0.08% Reduce -0.2% 90,067 $26.6M
Alta Park Capital, LP 3.48% Add +19.8% 89,971 $26.6M
Focus Partners Wealth 0.07% Add +7.6% 89,671 $26.5M
Susquehanna International Group, LLP 0.04% Add +126.4% 89,020 $26.3M
Susquehanna Fundamental Investments, LLC 0.44% — 88,521 $26.2M
Aureus Asset Management, LLC 1.67% Reduce -1.5% 87,593 $25.9M
Voloridge Investment Management, LLC 0.09% Reduce -55.4% 86,412 $25.5M
Bwcp, LP 5.48% Add +1.7% 86,085 $25.4M
Exchange Traded Concepts, LLC 0.51% Reduce -12.4% 85,500 $25.3M
Erste Asset Management GmbH 0.31% Add +13.7% 83,659 $25.0M
Asset Management One Co., Ltd. 0.09% Reduce -0.6% 83,669 $24.9M
Mn Services Vermogensbeheer B.V. 0.17% Add +2.1% 84,100 $24.9M
Tidal Investments LLC 0.20% Add +7.4% 82,707 $24.4M
Los Angeles Capital Management LLC 0.09% Reduce -49.5% 77,977 $23.0M
State of New Jersey Common Pension Fund D 0.09% No change 77,146 $22.8M
Daiwa Securities Group Inc. 0.10% Add +4.9% 76,073 $22.5M
Epoch Investment Partners, Inc. 0.11% Reduce -9.7% 75,828 $22.4M
MML Investors Services, LLC 0.08% Add +15.5% 75,003 $22.2M
Andra AP-fonden 0.35% Reduce -20.9% 74,100 $21.9M
Northwest & Ethical Investments L.P. 0.58% Reduce -14.6% 72,526 $21.4M
2Xideas AG 2.86% Add +34.2% 72,348 $21.4M
Corebridge Financial, Inc. 0.12% Add +0.4% 72,152 $21.3M
Lansforsakringar Fondforvaltning AB (publ) 0.08% — 71,777 $21.2M
Visualize Group LP 13.12% — 70,134 $20.7M
CIBC Asset Management Inc 0.07% Add +3.4% 69,069 $20.4M
Azimuth Capital Investment Management LLC 0.79% Add +103.3% 68,501 $20.2M
ABN AMRO Bank N.V. 0.27% Reduce -1.2% 68,906 $20.2M
Thomasville National Bank 1.44% Add +1.2% 67,660 $20.0M
NS Partners Ltd 0.83% Reduce -0.8% 67,644 $20.0M
Resona Asset Management Co.,Ltd. 0.12% Reduce -5.0% 67,025 $19.8M
Caxton Associates LP 0.63% Add +9.9% 67,032 $19.8M
MetLife Investment Management, LLC 0.11% Add +0.9% 66,412 $19.6M
Vident Advisory, LLC 0.34% Add +885.7% 66,337 $19.6M
HighTower Advisors, LLC 0.03% Add +3.8% 65,551 $19.4M
Motley Fool Wealth Management, LLC 0.99% Reduce -6.7% 65,160 $19.2M
ExodusPoint Capital Management, LP 0.20% New 64,334 $19.0M
Cetera Investment Advisers 0.04% Add +9.6% 64,262 $19.0M
Investment House LLC 1.01% Reduce -0.6% 63,030 $18.6M
Arizona State Retirement System 0.11% Reduce -0.1% 61,710 $18.2M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -22.8% 60,284 $17.8M
F/m Investments LLC 0.65% Reduce -28.3% 59,760 $17.7M
State of Michigan Retirement System 0.09% Reduce -0.7% 59,123 $17.5M
Thematics Asset Management 0.75% Reduce -2.1% 58,332 $17.2M
Cwm, LLC 0.07% Reduce -4.0% 58,204 $17.2M
Crestline Management, L.P. 0.60% Add +13.3% 58,072 $17.2M
Pacific Heights Asset Management LLC 1.18% No change 58,000 $17.1M
Cubist Systematic Strategies, LLC 0.27% Add +54.6% 57,163 $16.9M
Martingale Asset Management L P 0.40% Reduce -3.2% 55,974 $16.5M
LBP Am SA 0.22% Add +14.4% 55,703 $16.5M
Adams Diversified Equity Fund, Inc. 0.62% New 55,100 $16.3M
Prudential PLC 0.08% Add +8.3% 54,272 $16.0M
Corient Private Wealth LP 0.03% Reduce -1.3% 52,513 $15.5M
Varma Mutual Pension Insurance Co 0.12% Reduce -12.9% 52,495 $15.5M
Nisa Investment Advisors, LLC 0.06% Add +4.3% 51,715 $15.3M
Light Street Capital Management, LLC 3.10% Reduce -21.7% 50,956 $15.1M
Comerica Bank 0.06% Reduce -4.5% 50,462 $14.9M
Tredje AP-fonden 0.13% Reduce -3.1% 49,860 $14.7M
Swiss Life Asset Management Ltd 0.11% Add +34.3% 49,700 $14.7M
US Bancorp \de 0.02% Add +2.3% 49,597 $14.7M
Xponance LLC 0.13% Add +0.4% 49,291 $14.6M
Aquatic Capital Management LLC 0.39% Reduce -30.3% 48,771 $14.4M
STRS Ohio 0.06% Reduce -5.6% 48,758 $14.4M
BI Asset Management Fondsmaeglerselskab A/S 0.15% New 48,002 $14.2M
Union Bancaire Privee, UBP SA 0.25% — 48,143 $13.9M
Regions Financial Corp. 0.10% Reduce -5.1% 46,898 $13.9M
Townsquare Capital LLC 0.16% Add +15.8% 46,856 $13.8M
Czech National Bank 0.13% Add +6.2% 46,617 $13.8M
Retirement Systems of Alabama 0.05% Reduce -1.3% 46,549 $13.8M
Jupiter Asset Management Ltd. 0.13% New 46,090 $13.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -2.5% 45,715 $13.5M
Forsta Ap-Fonden 0.10% Reduce -11.6% 45,600 $13.5M
Quantinno Capital Management LP 0.13% Add +9.5% 45,579 $13.5M
Abn Amro Investment Solutions 0.25% Reduce -1.4% 45,386 $13.4M
American Century Companies Inc. 0.01% Reduce -37.6% 45,308 $13.4M
Amalgamated Bank 0.11% Reduce -0.1% 45,181 $13.4M
USS Investment Management Ltd 0.10% Reduce -7.6% 45,075 $13.3M
Pathstone Holdings, LLC 0.06% Reduce -2.0% 44,923 $13.3M
Centaurus Financial, Inc. 0.81% Reduce -8.7% 44,828 $13.3M
Calamos Advisors LLC 0.09% No change 44,520 $13.2M
Creative Planning 0.01% Add +11.0% 44,437 $13.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Reduce -5.3% 44,382 $13.1M
Marshall Wace, LLP 0.02% Add +16.1% 43,061 $12.7M
Natixis 0.09% Reduce -28.9% 42,873 $12.7M
Forte Capital LLC 1.42% Reduce -0.7% 42,748 $12.6M
Apriem Advisors 1.44% Reduce -6.1% 42,586 $12.6M
Banco Santander, S.A. 0.15% Reduce -1.3% 42,555 $12.6M
UniSuper Management Pty Ltd 0.09% Add +3.1% 42,359 $12.5M
Boothbay Fund Management, LLC 0.39% Add +23.1% 42,186 $12.5M
IFM Investors Pty Ltd 0.13% Reduce -10.2% 41,925 $12.4M
Burney Co./ 0.44% Reduce -0.7% 41,916 $12.4M
Stephens Investment Management Group LLC 0.17% Reduce -0.1% 41,814 $12.4M
J. Safra Sarasin Holding AG 0.21% Add +41.6% 41,559 $12.3M
Jag Capital Management, LLC 1.71% Reduce -17.7% 41,419 $12.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +14.5% 41,172 $12.2M
Pinebridge Investments, L.P. 0.09% Add +15.5% 40,952 $12.1M
Caisse de depot et placement du Quebec 0.03% Add +90.3% 40,824 $12.1M
GF Fund Management Co. LTD. 0.26% — 40,747 $12.0M
BLI - Banque de Luxembourg Investments 0.32% — 39,400 $11.7M
Kornitzer Capital Management Inc. 0.23% No change 39,423 $11.7M
DNB Asset Management AS 0.05% Add +4.9% 38,921 $11.5M
Cibc World Markets Corp. 0.07% Add +13.8% 38,660 $11.4M
Osaic Holdings, Inc. 0.03% Add +36.3% 46,812 $11.2M
Ninety One SA (Pty) Ltd 2.44% Add +14.3% 37,472 $11.1M
Tenere Capital LLC 2.90% New 37,100 $11.0M
Banque Pictet & Cie SA 0.11% Reduce -5.1% 36,956 $10.9M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -7.2% 36,842 $10.9M
Atria Investments, Inc 0.14% Reduce -2.3% 36,833 $10.9M
Trillium Asset Management, LLC 0.28% Reduce -4.5% 36,789 $10.9M
Ilmarinen Mutual Pension Insurance Co 0.09% Add +46.0% 36,500 $10.8M
Utah Retirement Systems 0.12% Add +0.3% 35,716 $10.6M
Generali Asset Management SPA SGR 0.27% — 35,396 $10.5M
Tocqueville Asset Management L.P. 0.16% Add +1.1% 35,314 $10.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% New 34,879 $10.3M
ICICI Prudential Asset Management Co Ltd 1.10% Reduce -5.8% 33,873 $10.0M
SageView Advisory Group, LLC 0.43% Add +0.2% 33,806 $10.0M
Stone Run Capital, LLC 3.91% Reduce -0.1% 33,625 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +98.4% 33,604 $9.9M
Meritage Portfolio Management 0.61% Reduce -2.0% 33,505 $9.9M
Sit Investment Associates Inc. 0.22% Reduce -6.0% 32,737 $9.7M
Seizert Capital Partners, LLC 0.44% Reduce -0.2% 32,705 $9.7M
Twin Tree Management, LP 0.23% Reduce -28.1% 32,187 $9.5M
New York Life Investment Management LLC 0.09% Reduce -1.1% 32,075 $9.5M
Vanguard Personalized Indexing Management, LLC 0.14% Add +9.6% 31,864 $9.4M
Polar Capital Holdings Plc 0.05% Add +141.4% 31,750 $9.4M
Verition Fund Management LLC 0.05% Add +56.8% 31,583 $9.3M
Granite Investment Partners, LLC 0.40% Add +16.8% 31,457 $9.3M
Police & Firemen's Retirement System of New Jersey 0.09% — 31,272 $9.2M
Public Sector Pension Investment Board 0.04% Add +230.9% 31,063 $9.2M
Cibc World Market Inc. 0.02% Add +775.2% 30,992 $9.2M
Illinois Municipal Retirement Fund 0.13% Add +55.9% 30,693 $9.1M
Rockefeller Capital Management L.P. 0.02% Add +18.1% 30,647 $9.0M
Earnest Partners LLC 0.04% Reduce -15.4% 29,719 $8.8M
Brookstone Capital Management 0.13% Add +1058.9% 29,296 $8.7M
Sand Hill Global Advisors, LLC 0.37% Reduce -3.3% 29,202 $8.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.6% 29,112 $8.6M
Pacer Advisors, Inc. 0.02% Reduce -7.6% 28,914 $8.5M
Florida Trust Wealth Management Co 0.27% Reduce -7.7% 28,400 $8.4M
NorthCoast Asset Management LLC 0.04% Add +1.4% 27,973 $8.3M
Mariner, LLC 0.01% Add +3.7% 27,948 $8.3M
Oberndorf William E 13.57% No change 27,503 $8.1M
Louisiana State Employees Retirement System 0.15% Reduce -4.2% 27,300 $8.1M
Shelton Capital Management 0.20% Reduce -1.5% 26,889 $7.9M
Ensign Peak Advisors, Inc 0.01% Add +3.1% 26,837 $7.9M
Walleye Capital LLC 0.08% Add +6.5% 26,702 $7.9M
Financial Advisors Network, Inc. 1.28% — 26,082 $7.7M
Yousif Capital Management, LLC 0.08% Reduce -4.8% 25,987 $7.7M
Federated Hermes, Inc. 0.02% Add +2.4% 25,821 $7.6M
Mackenzie Financial Corp. 0.01% Add +25.7% 25,775 $7.6M
Mutual of America Capital Management LLC 0.08% Reduce -2.9% 25,753 $7.6M
Sawgrass Asset Management LLC 0.83% Reduce -44.6% 25,637 $7.6M
Tairen Capital Ltd 1.11% Add +1180.0% 25,600 $7.6M
NEOS Investment Management LLC 0.18% Add +22.9% 25,556 $7.6M
M&T Bank Corp 0.03% Add +7.4% 25,262 $7.5M
CWA Asset Management Group, LLC 0.38% Reduce -6.7% 25,213 $7.5M
TCW Group Inc. 0.06% Add +0.3% 24,978 $7.4M
UMB Bank, n.a. 0.12% Add +337.2% 24,889 $7.4M
Appleton Partners Inc. 0.54% Add +2.0% 24,817 $7.3M
MAI Capital Management 0.05% Add +29.1% 24,751 $7.3M
State of Alaska, Department of Revenue 0.08% Reduce -2.0% 24,523 $7.2M
Candelo Capital Management LP 4.56% Reduce -10.9% 24,501 $7.2M
Commonwealth Equity Services, LLC 0.01% Reduce -8.1% 24,378 $7.2M
Carnegie Investment Counsel 0.21% Add +0.1% 24,266 $7.2M
Mercer Global Advisors Inc. 0.02% New 23,914 $7.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.8% 23,859 $7.1M
Kessler Investment Group, LLC 3.32% Add +2.3% 23,651 $7.0M
Hantz Financial Services, Inc. 0.12% Reduce -1.1% 23,643 $7.0M
Procyon Advisors, LLC 0.44% Add +1.4% 23,371 $6.9M
iA Global Asset Management Inc. 0.12% Add +5.5% 23,173 $6.8M
Morningstar Investment Services LLC 0.61% Reduce -90.6% 22,731 $6.7M
Ethic Inc. 0.13% Add +8.7% 22,612 $6.7M
Tower Research Capital LLC (TRC) 0.13% Add +151.4% 22,549 $6.7M
Crossmark Global Holdings, Inc. 0.12% Add +58.8% 22,524 $6.7M
Carmignac Gestion 0.10% Add +18.1% 22,191 $6.6M
Glenmede Trust Co. NA 0.03% Add +4.9% 21,966 $6.5M
Elo Mutual Pension Insurance Co 0.14% Add +14.7% 21,825 $6.5M
Holocene Advisors, LP 0.02% Reduce -99.0% 21,729 $6.4M
O'shaughnessy Asset Management, LLC 0.05% Add +17.4% 21,691 $6.4M
Parallax Volatility Advisers, L.P. 0.16% Add +198.9% 21,200 $6.3M
Assetmark, Inc. 0.02% Add +3869.7% 21,079 $6.2M
Greenleaf Trust 0.06% Add +1.3% 21,013 $6.2M
Iyo Bank, Ltd. 2.10% No change 20,775 $6.1M
Sterling Capital Management LLC 0.08% Reduce -1.2% 20,674 $6.1M
Avanza Fonder AB 0.18% — 20,469 $6.1M
Federation des caisses Desjardins du Quebec 0.03% Add +90.6% 20,413 $6.0M
Mizuho Securities USA LLC 0.11% Add +45.9% 20,377 $6.0M
Profund Advisors LLC 0.22% Add +6.2% 20,251 $6.0M
Nomura Holdings Inc. 0.03% Add +5.8% 20,200 $6.0M
CIBC Private Wealth Group LLC 0.01% Reduce -3.1% 19,900 $5.9M
Yarbrough Capital, LLC 0.23% No change 19,831 $5.9M
Great Lakes Advisors, LLC 0.05% Reduce -2.1% 19,309 $5.7M
Abacus FCF Advisors LLC 0.75% Add +46.1% 19,258 $5.7M
Trust Co. of Vermont 0.27% Reduce -0.9% 19,085 $5.6M
Strategic Global Advisors, LLC 1.01% Add +4.1% 18,613 $5.5M
Wesleyan Assurance Society 0.42% No change 18,545 $5.5M
Oregon Public Employees Retirement Fund 0.10% Reduce -0.3% 18,431 $5.4M
BDF-Gestion 0.56% Reduce -46.3% 18,396 $5.4M
Harvey Capital Management Inc. 1.28% Reduce -15.8% 18,343 $5.4M
Prescott Group Capital Management, L.L.C. 0.73% No change 18,200 $5.4M
Phoenix Financial Ltd. 0.07% Reduce -21.9% 17,806 $5.3M
Stonegate Investment Group, LLC 0.14% Reduce -0.1% 17,679 $5.2M
Slow Capital, Inc. 0.74% Reduce -0.9% 17,660 $5.2M
Nordea Investment Management AB 0.01% Add +7.2% 17,498 $5.2M
Fortis Capital Management LLC 0.95% Add +1.1% 17,285 $5.1M
Wilmington Savings Fund Society, FSB 0.09% Add +0.2% 17,274 $5.1M
Phraction Management LLC 1.90% No change 17,091 $5.1M
Bessemer Group Inc. 0.01% Add +2.6% 16,777 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +19.8% 16,743 $4.9M
Gulf International Bank (UK) Ltd 0.12% Reduce -1.0% 16,735 $4.9M
Commerce Bank 0.03% Add +0.9% 16,694 $4.9M
Soltis Investment Advisors LLC 0.46% Add +438.2% 16,684 $4.9M
Assenagon Asset Management S.A. 0.01% Reduce -4.9% 16,676 $4.9M
Gateway Investment Advisers LLC 0.05% Add +0.9% 16,664 $4.9M
Two Sigma Advisers, LP 0.01% Reduce -34.8% 16,500 $4.9M
Progressive Investment Management Corp 1.24% Reduce -2.4% 16,399 $4.8M
Daiichi Life Insurance Co., Ltd. 0.13% Reduce -5.8% 16,358 $4.8M
Mediolanum International Funds Ltd 0.06% Add +3.2% 16,192 $4.8M
Steward Partners Investment Advisory, LLC 0.04% Add +3.5% 16,229 $4.8M
Atlantic Union Bankshares Corp 0.28% Add +1.8% 16,184 $4.8M
Ieq Capital, LLC 0.05% Reduce -12.7% 16,158 $4.8M
Osterweis Capital Management Inc. 0.29% No change 16,060 $4.7M
Taikang Asset Management (Hong Kong) Co Ltd 0.70% Reduce -58.3% 16,055 $4.7M
Groupe la Francaise 0.12% — 15,994 $4.7M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -1.2% 15,954 $4.7M
World Investment Advisors 0.13% Add +11.2% 15,835 $4.7M
Pitcairn Co. 0.28% Add +5.3% 15,823 $4.7M
Leelyn Smith, LLC 0.82% Add +0.7% 15,660 $4.6M
Wisconsin Capital Management LLC 2.51% Reduce -2.4% 15,449 $4.6M
Lido Advisors, LLC 0.03% Add +234.3% 15,374 $4.5M
Dupont Capital Management Corp. 0.42% New 15,349 $4.5M
Principal Securities, Inc. 0.10% Add +15.4% 15,046 $4.4M
Kentucky Retirement Systems 0.13% Reduce -1.4% 14,805 $4.4M
QRG Capital Management, Inc. 0.04% Add +10.1% 14,790 $4.4M
Main Street Research LLC 0.27% Reduce -0.4% 14,632 $4.3M
Aristotle Capital Management, LLC 0.01% Reduce -27.1% 14,632 $4.3M
Harvest Fund Management Co., Ltd 0.20% Add +25.1% 17,264 $4.3M
Advisors Asset Management, Inc. 0.08% Reduce -0.0% 14,412 $4.3M
Metis Global Partners, LLC 0.13% Reduce -1.5% 14,092 $4.2M
Promethos Capital, LLC 1.46% Add +3.5% 13,997 $4.1M
Two Sigma Investments, LP 0.01% Reduce -2.2% 13,983 $4.1M
Snider Financial Group 1.26% Reduce -6.8% 13,814 $4.1M
Kintegral Advisory, LLC 0.38% Reduce -4.5% 13,790 $4.1M
Intech Investment Management LLC 0.04% Add +8.2% 13,759 $4.1M
OMERS ADMINISTRATION Corp 0.04% Reduce -11.4% 13,750 $4.1M
Moore Capital Management, LP 0.08% Reduce -32.2% 13,703 $4.1M
Caisse Des Depots Et Consignations 0.20% — 13,641 $4.0M
RWC Asset Management LLP 0.24% New 13,585 $4.0M
Bridges Investment Management Inc. 0.06% Reduce -2.5% 13,501 $4.0M
Icon Advisers Inc. 0.91% Reduce -6.9% 13,500 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -15.8% 13,388 $4.0M
Davidson Capital Management Inc. 1.04% Add +2.7% 13,369 $4.0M
Hartford Investment Management Co. 0.13% Reduce -1.9% 13,289 $3.9M
First Hawaiian Bank 0.13% Add +1.6% 13,261 $3.9M
Dnca Finance 0.31% New 13,250 $3.9M
Synovus Financial Corp. 0.05% Add +2.8% 13,139 $3.9M
Sepio Capital, LP 0.30% Reduce -0.7% 12,749 $3.8M
UNIVEST FINANCIAL Corp 0.24% Add +8.0% 12,719 $3.8M
ARK Investment Management 0.03% Reduce -18.0% 12,513 $3.7M
Sendero Wealth Management, LLC 0.55% Add +3.6% 12,455 $3.7M
Groupama Asset Managment 0.08% Add +39.8% 12,325 $3.7M
Norinchukin Bank, The 0.08% Add +12.1% 12,379 $3.7M
Hennion & Walsh Asset Management, Inc. 0.16% Add +0.5% 12,208 $3.6M
NewEdge Advisors, LLC 0.02% Add +1.9% 12,170 $3.6M
Bouvel Investment Partners, LLC 1.28% Add +0.5% 12,051 $3.6M
Shell Asset Management Co. 0.16% Reduce -11.6% 12,016 $3.6M
Wealthfront Advisers LLC 0.01% Add +6.8% 12,007 $3.5M
Goodman Advisory Group, LLC 1.04% Reduce -14.1% 11,960 $3.5M
Wolverine Trading, LLC 0.08% Add +106.2% 11,842 $3.5M
Railway Pension Investments Ltd 0.05% New 11,900 $3.5M
Fiera Capital Corp 0.01% New 11,894 $3.5M
Landscape Capital Management, L.L.C. 0.37% Add +7.7% 11,765 $3.5M
GAM Holding AG 0.26% New 11,683 $3.5M
Securian Asset Management, Inc. 0.10% Reduce -2.6% 11,565 $3.4M
Stoneridge Investment Partners LLC 1.22% Add +27.2% 11,540 $3.4M
Motley Fool Asset Management LLC 0.18% Add +14.0% 11,536 $3.4M
Maryland State Retirement & Pension System 0.07% Reduce -6.3% 11,505 $3.4M
Investment Management Corp of Ontario 0.11% Reduce -0.8% 11,476 $3.4M
Oppenheimer Asset Management Inc. 0.04% Reduce -4.2% 11,469 $3.4M
University of Texas/Texas Am Investment Management Co. 0.40% New 11,360 $3.4M
Sabal Trust CO 0.19% Reduce -0.0% 11,094 $3.3M
Stephens Inc. 0.05% Reduce -0.8% 10,995 $3.2M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.80% New 10,966 $3.2M
EDENTREE ASSET MANAGEMENT Ltd 0.92% Reduce -4.5% 10,703 $3.2M
Marks Group Wealth Management, Inc 0.31% Add +0.2% 10,669 $3.2M
Formuepleje A/S 0.17% Reduce -13.9% 10,632 $3.1M
Lighthouse Investment Partners, LLC 0.12% Add +10.0% 10,599 $3.1M
Blair William & Co. 0.01% Reduce -0.9% 10,542 $3.1M
New Mexico Educational Retirement Board 0.10% Reduce -1.9% 10,307 $3.0M
RBF Capital, LLC 0.15% No change 10,000 $3.0M
Ofi Invest Asset Management 0.07% — 10,272 $2.9M
Keystone Investors Pte Ltd. 0.20% Add +28.2% 9,850 $2.9M
Vinva Investment Management Ltd 0.11% New 9,724 $2.9M
Baird Financial Group, Inc. 0.01% Add +2.9% 9,769 $2.9M
Redmond Asset Management, LLC 0.72% Reduce -3.4% 9,728 $2.9M
Vestcor Inc 0.09% Add +44.7% 9,641 $2.9M
GFG Capital, LLC 0.75% Add +0.1% 9,271 $2.7M
Connable Office Inc. 0.28% New 9,126 $2.7M
Private Advisor Group, LLC 0.01% Reduce -12.3% 8,972 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -5.4% 8,969 $2.7M
Ameritas Investment Partners, Inc. 0.09% Add +3.1% 8,935 $2.6M
Apollon Wealth Management, LLC 0.06% Add +10.3% 8,906 $2.6M
Kestra Private Wealth Services, LLC 0.04% Add +0.1% 8,805 $2.6M
Legato Capital Management LLC 0.34% No change 8,681 $2.6M
Venturi Wealth Management, LLC 0.13% Add +204.0% 8,658 $2.6M
VELA Investment Management, LLC 0.87% Reduce -25.2% 8,614 $2.5M
Bokf, NA 0.04% Add +0.8% 8,681 $2.5M
Alberta Investment Management Corp 0.02% New 8,300 $2.5M
Sky Investment Group LLC 0.46% Reduce -1.3% 8,296 $2.5M
Mirabella Financial Services LLP 0.23% Reduce -50.0% 8,295 $2.5M
Patten Group, Inc. 0.54% Add +32.9% 8,270 $2.4M
Empower Advisory Group, LLC 0.01% Reduce -4.2% 8,268 $2.4M
First Bank & Trust 0.46% Add +1.9% 8,186 $2.4M
Fifth Third Bancorp 0.01% Reduce -2.2% 8,180 $2.4M
GLOBALT Investments LLC / GA 0.09% Reduce -1.8% 8,116 $2.4M
China Universal Asset Management Co., Ltd. 0.22% Add +196.2% 8,099 $2.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.13% Add +119.4% 8,086 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +0.8% 8,044 $2.4M
Sava Infond d.o.o. 0.42% — 8,000 $2.4M
Nia Impact Advisors, LLC 0.75% Reduce -3.8% 7,795 $2.3M
TD Private Client Wealth LLC 0.06% Add +870.8% 7,776 $2.3M
Curbstone Financial Management Corp 0.49% Reduce -0.5% 7,770 $2.3M
Fortem Financial Group, LLC 0.89% Add +1.1% 7,737 $2.3M
NFJ Investment Group, LLC 0.07% Reduce -20.1% 7,716 $2.3M
AXS Investments LLC 0.63% Reduce -3.1% 7,653 $2.3M
Congress Asset Management Co. 0.02% Reduce -10.7% 7,592 $2.2M
Legacy Wealth Asset Management, LLC 0.61% Reduce -2.9% 7,571 $2.2M
Natural Investments, LLC 0.62% — 7,547 $2.2M
Sphera Management Technology Funds Ltd 1.76% — 7,500 $2.2M
Power Wealth Management LLC 0.92% Add +0.3% 7,482 $2.2M
Huntington National Bank 0.02% Add +31.6% 7,476 $2.2M
Bailard, Inc. 0.06% Add +1.0% 7,375 $2.2M
CW Advisors, LLC 0.03% Reduce -8.4% 7,367 $2.2M
Empirical Finance, LLC 0.13% Reduce -1.0% 7,317 $2.2M
Argent Trust Co 0.09% Add +1.3% 7,242 $2.1M
Jefferies Financial Group Inc. 0.02% New 7,176 $2.1M
Financial Gravity Companies, Inc. 0.48% New 7,130 $2.1M
Aware Super Pty Ltd as trustee of Aware Super 0.03% — 7,130 $2.1M
Trilogy Capital Inc. 0.11% Add +19.4% 7,049 $2.1M
OV Management LLC 0.96% Add +6.0% 7,020 $2.1M
Plato Investment Management Ltd 0.15% Add +16.7% 6,972 $2.1M
E Fund Management Co., Ltd. 0.10% Add +35.1% 6,983 $2.1M
Y-Intercept (Hong Kong) Ltd 0.14% Add +120.1% 6,978 $2.1M
Eastern Bank 0.04% No change 6,963 $2.1M
&partners 0.02% Add +35.4% 6,963 $2.1M
Voya Financial Advisors, Inc. 0.22% Add +4.1% 6,861 $2.0M
Triasima Portfolio Management inc. 0.40% New 6,905 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.0% 6,827 $2.0M
Snowden Capital Advisors LLC 0.06% Reduce -1.7% 6,796 $2.0M
APG Asset Management US Inc. 0.02% New 6,768 $2.0M
Jane Street Group, LLC 0.00% Reduce -93.4% 6,749 $2.0M
Vise Technologies, Inc. 0.17% Add +25.9% 6,704 $2.0M
Ballentine Partners, LLC 0.03% Add +0.9% 6,595 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +8.4% 6,558 $1.9M
Maven Securities LTD 0.31% Add +13.0% 6,537 $1.9M
Twin Capital Management Inc. 0.21% New 6,483 $1.9M
Semmax Financial Advisors Inc. 0.51% Reduce -1.2% 6,279 $1.9M
Empowered Funds, LLC 0.03% Add +35.7% 6,438 $1.9M
Point72 Asia (Singapore) Pte. Ltd. 0.50% New 6,393 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.1% 6,391 $1.9M
Allstate Corp. 0.06% New 6,342 $1.9M
Edmond DE Rothschild Holding S.A. 0.03% Add +11.7% 6,332 $1.9M
Mission Wealth Management, LP 0.04% Reduce -4.2% 6,310 $1.9M
Keybank National Association 0.01% Add +64.8% 6,300 $1.9M
United Capital Financial Advisors, LLC 0.02% Reduce -10.3% 6,253 $1.8M
Choreo, LLC 0.03% Reduce -4.7% 6,087 $1.8M
Acadian Asset Management LLC 0.01% Reduce -34.4% 6,120 $1.8M
Hummer Financial Advisory Services Inc 1.43% No change 6,100 $1.8M
Global Retirement Partners, LLC 0.05% Add +1.7% 6,083 $1.8M
Clear Harbor Asset Management, LLC 0.14% No change 6,005 $1.8M
Howard Capital Management, LLC 0.03% Add +3.4% 5,961 $1.8M
Burns J W & Co. Inc. 0.22% Add +0.1% 5,904 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +1.7% 5,837 $1.7M
Cookson Peirce & Co. Inc. 0.08% New 5,836 $1.7M
111 Capital 0.36% — 5,818 $1.7M
Integrated Wealth Concepts LLC 0.02% Add +12.2% 5,723 $1.7M
Sciencast Management LP 0.46% New 5,710 $1.7M
Maia Wealth LLC 0.36% Add +15.1% 5,604 $1.7M
Avitas Wealth Management LLC 0.23% Reduce -0.0% 5,576 $1.6M
Peregrine Capital Management LLC 0.05% No change 5,517 $1.6M
Wahed Invest LLC 0.27% Add +4.8% 5,482 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -0.3% 5,377 $1.6M
GAMMA Investing LLC 0.13% Add +14.5% 5,327 $1.6M
Independent Advisor Alliance 0.02% Add +24.7% 5,280 $1.6M
Coldstream Capital Management Inc. 0.03% Add +14.1% 5,211 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -88.3% 5,211 $1.5M
Polen Capital Management LLC 0.00% Reduce -28.5% 5,174 $1.5M
Mainsail Financial Group, LLC 0.88% Reduce -1.3% 5,165 $1.5M
HB Wealth Management, LLC 0.02% Reduce -3.2% 5,064 $1.5M
Focus Financial Network, Inc. 0.06% Reduce -0.9% 5,063 $1.5M
Meeder Advisory Services, Inc. 0.09% Add +8.4% 5,062 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +6.6% 5,020 $1.5M
Point72 (DIFC) Ltd 0.13% New 5,020 $1.5M
Burke & Herbert Bank & Trust Co. 0.35% No change 5,000 $1.5M
Unique Wealth Strategies, LLC 0.64% Reduce -28.1% 4,938 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +4.8% 4,919 $1.5M
Columbia Bank 0.50% Reduce -0.0% 5,014 $1.4M
RiverPark Advisors, LLC 1.15% Reduce -5.9% 4,849 $1.4M
Baker Tilly Wealth Management, LLC 0.56% Add +2.4% 4,844 $1.4M
Moloney Securities Asset Management, LLC 0.19% No change 4,818 $1.4M
Jones Financial Companies LLLP 0.00% Add +41.7% 4,815 $1.4M
Clearstead Advisors, LLC 0.02% Reduce -3.2% 4,736 $1.4M
Nilsine Partners, LLC 0.15% Add +0.5% 4,718 $1.4M
Frank, Rimerman Advisors LLC 0.10% Add +2.5% 4,718 $1.4M
Raab & Moskowitz Asset Management LLC 0.33% No change 4,578 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +0.7% 4,551 $1.3M
Praxis Investment Management Inc. 0.09% Add +71.3% 4,540 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -54.0% 22,166 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -54.0% 22,166 $1.3M
Canandaigua National Bank & Trust Co. 0.13% Add +4.1% 4,534 $1.3M
Qtron Investments LLC 0.19% No change 4,515 $1.3M
Portside Wealth Group, LLC 0.22% Add +10.8% 4,498 $1.3M
Caprock Group, LLC 0.04% Add +4.8% 4,471 $1.3M
Triangle Securities Wealth Management 0.34% Reduce -2.9% 4,470 $1.3M
Avior Wealth Management, LLC 0.05% Reduce -7.0% 4,467 $1.3M
Marshall Financial Group, LLC 0.32% Reduce -0.8% 4,454 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.16% Reduce -60.3% 4,454 $1.3M
Laurion Capital Management LP 0.08% New 4,412 $1.3M
Kingswood Wealth Advisors, LLC 0.10% Add +32.5% 4,400 $1.3M
Horizon Investments, LLC 0.04% Add +1.5% 4,394 $1.3M
USA Financial Formulas 0.20% New 4,380 $1.3M
Wilkins Investment Counsel Inc. 0.19% Reduce -13.8% 4,360 $1.3M
Alps Advisors Inc. 0.01% Reduce -8.8% 4,358 $1.3M
Platinum Investment Management Ltd. 0.08% Add +153.9% 4,336 $1.3M
Eads & Heald Wealth Management 0.62% Add +27.8% 4,270 $1.3M
Waterfront Wealth Inc. 0.31% Add +2.6% 4,260 $1.3M
Lifestyle Asset Management, Inc. 0.68% Add +1.6% 4,245 $1.3M
Independent Financial Group, LLC 0.04% Reduce -3.1% 4,236 $1.3M
FCG Investment Co 0.75% Add +5.5% 4,163 $1.2M
Engineers Gate Manager LP 0.02% Add +65.9% 4,145 $1.2M
Park Avenue Securities LLC 0.01% Add +56.4% 4,120 $1.2M
Linden Thomas Advisory Services, LLC 0.15% Add +5.6% 4,119 $1.2M
Patron Partners, LLC 0.65% Add +5.6% 4,054 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -1.1% 4,034 $1.2M
Virtus Advisers, LLC 0.49% Add +9.4% 4,020 $1.2M
Ostrum Asset Management 0.10% Add +10.3% 4,012 $1.2M
Accretive Wealth Partners, LLC 0.50% Reduce -0.7% 4,010 $1.2M
Supplemental Annuity Collective Trust of NJ 0.35% No change 4,000 $1.2M
SIH Partners, LLLP 0.08% New 4,000 $1.2M
Ashton Thomas Securities, LLC 0.32% Add +3.9% 3,972 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -26.8% 3,963 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +14.1% 3,952 $1.2M
Graypoint LLC 0.07% Add +3.1% 3,937 $1.2M
Norden Group LLC 0.13% Reduce -2.3% 3,890 $1.1M
SG Americas Securities, LLC 0.01% Reduce -92.9% 3,878 $1.1M
Moss Adams Wealth Advisors LLC 0.12% Add +1.4% 3,868 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -1.1% 3,834 $1.1M
PGGM Investments 0.01% No change 3,826 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +7.8% 3,722 $1.1M
Equitable Trust Co. 0.06% Add +27.8% 3,691 $1.1M
Elevate Capital Advisors, LLC 0.96% — 3,676 $1.1M
Berkshire Asset Management LLC 0.05% Reduce -12.9% 3,597 $1.1M
Great Valley Advisor Group, Inc. 0.02% Add +11.5% 3,657 $1.1M
Legacy Financial Advisors, Inc. 0.18% Reduce -0.1% 3,655 $1.1M
Composition Wealth, LLC 0.02% Add +34.3% 3,652 $1.1M
Summit Global Investments 0.07% Reduce -2.0% 3,602 $1.1M
Baldwin Investment Management, LLC 0.14% Reduce -4.1% 3,579 $1.1M
HighPoint Advisor Group LLC 0.06% Add +6.3% 3,528 $1.1M
LifePlan Financial, LLC 0.93% Reduce -1.1% 3,577 $1.1M
Copperleaf Capital, LLC 0.67% Add +6.2% 3,574 $1.1M
Drucker Wealth 3.0, LLC 0.24% Reduce -1.8% 3,560 $1.1M
Bleakley Financial Group, LLC 0.03% Add +1.3% 3,559 $1.1M
Simmons Bank 0.08% No change 3,515 $1.0M
1900 Wealth Management LLC 0.09% Add +4.8% 3,509 $1.0M
GeoWealth Management, LLC 0.03% Add +15.6% 3,456 $1.0M
Wedmont Private Capital 0.05% Add +3.7% 3,574 $1.0M
Cape Investment Advisory, Inc. 0.39% Add +0.6% 3,413 $1.0M
Riverpark Capital Management LLC 1.76% No change 3,412 $1.0M
Knollwood Investment Advisory, LLC 0.11% No change 3,411 $1.0M
Savant Capital, LLC 0.01% Add +5.5% 3,401 $1.0M
Y.D. More Investments Ltd 0.09% Add +1.1% 3,384 $1.0M
Smartleaf Asset Management LLC 0.10% Add +39.1% 3,358 $999K
FineMark National Bank & Trust 0.03% Add +1.3% 3,377 $998K
InTrack Investment Management Inc 0.69% Add +52.7% 3,458 $992K
Leonteq Securities AG 0.10% Reduce -9.9% 3,343 $988K
Panagora Asset Management Inc. 0.00% Add +131.6% 3,340 $987K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -18.4% 3,281 $970K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -0.0% 3,275 $968K
17 Capital Partners, LLC 0.61% Add +81.6% 3,250 $961K
STF Management LP 0.43% Add +2.7% 3,242 $958K
Ashton Thomas Private Wealth, LLC 0.04% Add +2.4% 3,241 $958K
Green Alpha Advisors, LLC 0.76% Reduce -15.5% 3,186 $942K
Boomfish Wealth Group, LLC 0.57% Reduce -3.6% 3,184 $941K
Mufg Securities Americas Inc. 0.12% — 3,174 $938K
Signaturefd, LLC 0.02% Add +3.2% 3,150 $931K
Empirical Asset Management, LLC 0.31% New 4,584 $930K
SVB Wealth LLC 0.02% New 3,128 $925K
Callan Family Office, LLC 0.06% New 3,118 $922K
Gotham Asset Management 0.01% Add +7.0% 3,103 $917K
Annis Gardner Whiting Capital Advisors, LLC 0.26% Reduce -2.2% 3,089 $913K
GraniteShares Advisors LLC 0.58% Reduce -19.2% 3,074 $909K
Kenora Financial, LLC 0.36% Reduce -4.8% 3,052 $902K
Harbor Capital Advisors, Inc. 0.04% Reduce -0.5% 3,052 $902K
Advisory Services Network, LLC 0.02% Reduce -46.8% 3,051 $902K
CHICAGO TRUST Co NA 0.17% Add +1.4% 3,045 $900K
Fifth Third Wealth Advisors LLC 0.05% Add +3.4% 3,028 $895K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.4% 3,021 $893K
Logan Capital Management Inc. 0.04% No change 3,000 $887K
DSG Capital Advisors, LLC 0.16% — 2,967 $877K
MainStreet Investment Advisors LLC 0.12% Reduce -0.3% 2,961 $875K
Icon Wealth Advisors, LLC 0.07% Add +1.0% 2,947 $871K
Birchbrook, Inc. 0.49% Reduce -4.5% 2,938 $868K
Hilltop Holdings Inc. 0.05% Add +28.8% 2,914 $861K
Roberts Capital Advisors, LLC 0.72% No change 2,912 $861K
Vestmark Advisory Solutions, Inc. 0.03% Add +73.8% 2,890 $854K
Beese Fulmer Investment Management, Inc. 0.07% Reduce -13.6% 2,884 $852K
Armstrong Henry H Associates Inc. 0.08% Reduce -0.7% 2,875 $850K
Perigon Wealth Management, LLC 0.02% Add +4.6% 2,921 $847K
LGT Fund Management Co Ltd. 0.07% Add +142.4% 2,858 $845K
Parallel Advisors, LLC 0.02% Add +23.1% 2,853 $843K
Aviso Financial Inc. 0.04% Reduce -0.1% 2,784 $823K
Pursue Wealth Partners LLC 0.47% Add +41.9% 2,778 $821K
Navalign, LLC 0.24% Reduce -0.5% 2,774 $820K
Twin City Private Wealth, LLC 0.72% Add +3.8% 2,771 $819K
Advisory Alpha, LLC 0.03% Add +13.7% 2,770 $819K
Foundations Investment Advisors, LLC 0.02% Reduce -0.7% 2,765 $817K
HF Advisory Group, LLC 0.38% Reduce -1.8% 2,760 $816K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +90.9% 2,730 $812K
EP Wealth Advisors, LLC 0.01% Reduce -4.9% 2,746 $812K
NorthRock Partners, LLC 0.03% Add +0.8% 2,720 $804K
HBK Sorce Advisory LLC 0.02% Add +2.3% 2,715 $802K
Concurrent Investment Advisors, LLC 0.02% Add +4.9% 2,705 $800K
Prime Capital Investment Advisors, LLC 0.01% Add +29.3% 2,699 $798K
Novem Group 0.12% — 2,686 $794K
1832 Asset Management L.P. 0.00% No change 2,678 $792K
Wrapmanager Inc. 0.20% Reduce -10.5% 2,664 $787K
Calydon Capital 0.15% Reduce -4.9% 2,663 $787K
Joel Isaacson & Co., LLC 0.04% No change 2,656 $785K
Avestar Capital, LLC 0.07% Add +7.3% 2,645 $782K
Tiaa Trust, National Association 0.00% Add +3.7% 2,644 $782K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.2% 2,636 $779K
Group One Trading LLC 0.03% Reduce -24.1% 2,619 $774K
Moran Wealth Management, LLC 0.02% Reduce -0.5% 2,607 $771K
Choate Investment Advisors 0.02% Add +20.6% 2,607 $771K
Meyer Handelman Co. 0.03% Reduce -25.0% 2,599 $768K
Arkadios Wealth Advisors 0.04% Add +7.2% 2,591 $766K
Benjamin Edwards Inc. 0.01% Reduce -13.0% 2,571 $760K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.30% Reduce -37.8% 2,547 $758K
Banque Transatlantique SA 0.02% — 2,594 $757K
J. W. Coons Advisors, LLC 0.19% Reduce -5.2% 2,550 $754K
Summit Financial, LLC 0.03% Add +18.7% 2,532 $748K
Larson Financial Group LLC 0.04% Add +4.9% 2,521 $745K
Jacobi Capital Management LLC 0.06% Add +0.7% 2,510 $742K
Trust Asset Management LLC 0.06% No change 2,505 $740K
Keel Point, LLC 0.06% Add +9.3% 2,499 $739K
Jump Financial, LLC 0.02% Reduce -10.8% 2,452 $725K
StoneX Group Inc. 0.04% Reduce -29.9% 2,449 $724K
Westpac Banking Corp. 0.05% No change 2,434 $719K
Brown Capital Management LLC 0.02% Reduce -67.4% 2,397 $708K
Silicon Valley Capital Partners 0.08% No change 2,389 $706K
Montag A & Associates Inc. 0.03% No change 2,376 $702K
Mitchell & Pahl Private Wealth, LLC 0.33% Reduce -1.4% 2,374 $702K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -42.7% 2,364 $699K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +5.9% 2,301 $680K
Mather Group, Llc. 0.01% Add +10.4% 2,296 $678K
Thoroughbred Financial Services, LLC 0.04% Add +0.6% 2,295 $678K
Geneos Wealth Management Inc. 0.02% Add +0.2% 2,293 $678K
GTS Securities LLC 0.03% Add +79.8% 2,290 $677K
Visionary Horizons, LLC 0.44% Add +8.1% 2,284 $675K
Jacobs & Co. 0.07% Reduce -1.1% 2,236 $660K
Schechter Investment Advisors, LLC 0.05% Reduce -10.4% 2,227 $658K
Cigna Investments Inc. 0.11% Reduce -1.8% 2,206 $652K
Catalyst Funds Management Pty Ltd 0.16% New 2,200 $650K
Compound Planning, Inc. 0.03% Add +4.9% 2,179 $644K
PFG Investments, LLC 0.04% Add +12.1% 2,158 $638K
Alhambra Investment Management LLC 0.33% Reduce -17.8% 2,146 $634K
NewEdge Wealth, LLC 0.01% Reduce -2.5% 2,146 $634K
Triglav Investments, D.O.O. 0.05% — 2,140 $633K
First Citizens Bank & Trust Co. 0.01% Add +39.1% 2,133 $630K
IFP Advisors, Inc 0.02% Reduce -2.3% 2,106 $625K
DB Fitzpatrick & Co, Inc 0.57% Reduce -65.5% 2,085 $616K
Lake Street Advisors Group, LLC 0.03% Add +11.4% 2,081 $615K
Alliance Wealth Advisors, LLC 0.16% Add +110.3% 2,063 $610K
Exchange Capital Management, Inc. 0.10% Add +3.4% 2,062 $609K
IFG Advisory, LLC 0.03% New 2,050 $606K
Intrust Bank NA 0.06% Add +1.3% 2,047 $605K
Mirova 0.10% Reduce -0.6% 2,046 $605K
Hickory Asset Management, Inc. 0.51% — 2,037 $602K
Spire Wealth Management 0.02% Add +0.3% 2,025 $599K
Financial Advocates Investment Management 0.03% Reduce -4.0% 2,009 $594K
Impact Capital Partners LLC 0.21% — 1,997 $590K
TD Waterhouse Canada Inc. 0.00% Reduce -26.5% 1,996 $590K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Reduce -60.3% 1,983 $586K
IHT Wealth Management, LLC 0.02% Reduce -13.9% 1,982 $586K
Campbell & CO Investment Adviser LLC 0.04% New 1,971 $583K
Evelyn Partners Investment Management Services Ltd 0.10% — 1,952 $577K
Cypress Capital Group 0.07% Reduce -27.9% 1,952 $577K
Peapack Gladstone Financial Corp. 0.01% Reduce -8.2% 1,938 $573K
Trust Point Inc. 0.04% Add +6.4% 1,935 $572K
Cooper Financial Group 0.07% Add +9.6% 1,921 $568K
Clarius Group, LLC 0.04% Add +0.4% 1,921 $568K
Pinnacle Financial Partners Inc 0.01% Reduce -3.5% 1,909 $564K
Elevation Point Wealth Partners, LLC 0.04% Add +1.9% 1,864 $551K
Boston Financial Mangement LLC 0.02% Add +32.9% 1,858 $549K
Edge Capital Group, LLC 0.02% Add +0.3% 1,857 $549K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -3.2% 1,821 $538K
First Affirmative Financial Network 0.31% Reduce -3.6% 1,806 $534K
Fourpath Capital Management, LLC 0.10% Reduce -1.1% 1,774 $524K
Commerzbank Aktiengesellschaft 0.01% Add +36.3% 1,759 $524K
Mgo One Seven LLC 0.02% Reduce -9.7% 1,766 $522K
JGP Wealth Management, LLC 0.07% Reduce -46.4% 1,751 $518K
Checchi Capital Advisers, LLC 0.04% Add +0.3% 1,750 $517K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.31% — 1,749 $517K
True Vision MN LLC 0.31% Add +0.2% 1,742 $515K
AE Wealth Management LLC 0.00% Add +26.5% 1,738 $514K
Valeo Financial Advisors, LLC 0.01% Add +16.6% 1,731 $512K
Rossmore Private Capital 0.06% No change 1,730 $511K
Merit Financial Group, LLC 0.01% Add +84.2% 1,728 $511K
Sagespring Wealth Partners, LLC 0.01% — 1,723 $509K
Global Endowment Management, LP 0.07% Reduce -34.1% 1,721 $509K
Diversified Trust Co. 0.01% Reduce -46.0% 1,714 $507K
BSW Wealth Partners 0.07% Add +9.8% 1,710 $505K
Everhart Financial Group, Inc. 0.10% Add +6.1% 1,702 $503K
Bank Hapoalim BM 0.08% No change 1,690 $500K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -5.7% 1,662 $497K
Koshinski Asset Management, Inc. 0.04% Reduce -15.6% 1,675 $495K
Optas, LLC 0.11% Reduce -1.4% 1,674 $495K
Kanawha Capital Management LLC 0.04% No change 1,674 $495K
Whittier Trust Co. 0.01% Reduce -23.5% 1,674 $495K
Wealthspire Advisors, LLC 0.00% Reduce -3.1% 1,668 $493K
AlphaQuest LLC 0.07% Reduce -39.6% 1,666 $492K
Wallace Advisory Group, LLC 0.34% Reduce -2.9% 1,780 $490K
Strait & Sound Wealth Management LLC 0.23% Reduce -2.9% 1,648 $487K
Curated Wealth Partners LLC 0.06% Add +1.2% 1,633 $483K
Fiduciary Trust Co 0.01% No change 1,631 $482K
Great Diamond Partners, LLC 0.12% Reduce -1.4% 1,626 $481K
PEAK6 LLC 0.02% — 1,620 $479K
Paces Ferry Wealth Advisors, LLC 0.23% Reduce -10.2% 1,620 $479K
Fidelis Capital Partners, LLC 0.05% Reduce -12.4% 1,561 $478K
J.W. Cole Advisors, Inc. 0.02% Add +6.1% 1,614 $477K
Conquis Financial LLC 0.48% — 1,600 $473K
Enhancing Capital LLC 0.37% — 1,579 $467K
Outlook Wealth Advisors, LLC 0.13% Add +4.1% 1,578 $466K
Citrine Capital LLC 0.34% — 1,569 $464K
Ellevest, Inc. 0.03% Add +6.1% 1,556 $460K
Silvercrest Asset Management Group LLC 0.00% No change 1,552 $459K
Bridgefront Capital, LLC 0.15% New 1,548 $458K
Penserra Capital Management LLC 0.01% Add +51.5% 1,551 $457K
One Wealth Map LLC 0.28% Reduce -1.6% 1,602 $457K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.9% 1,542 $456K
Defined Wealth Management, LLC 0.30% Add +0.3% 1,539 $455K
Stiles Financial Services Inc 0.16% Reduce -1.9% 1,537 $454K
Wedbush Securities Inc. 0.02% Reduce -33.9% 1,525 $451K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,517 $449K
Crestmont Private Wealth LLC 0.20% Add +2.4% 1,512 $447K
Wambolt & Associates, LLC 0.14% No change 1,506 $445K
Quantitative Investment Management, LLC 0.03% New 1,507 $445K
Paradigm Asset Management Co. LLC 0.12% New 1,500 $443K
Clarity Wealth Advisors, LLC 0.12% No change 1,500 $443K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% New 1,500 $443K
Crux Wealth Advisors 0.25% — 1,495 $442K
180 Wealth Advisors, LLC 0.07% Reduce -2.5% 1,490 $440K
AlphaCore Capital LLC 0.10% Add +19.0% 1,485 $439K
Aptus Capital Advisors, LLC 0.01% Add +13.3% 1,474 $436K
L2 Asset Management, LLC 0.09% Reduce -79.3% 1,465 $433K
Brooklyn Investment Group 0.13% Reduce -0.4% 1,459 $431K
Crew Capital Management, Ltd 0.36% Reduce -59.6% 1,450 $429K
Founders Financial Securities LLC 0.04% Add +2.8% 1,447 $428K
Wharton Business Group, LLC 0.02% No change 1,445 $427K
Freedom Investment Management, Inc. 0.04% Reduce -19.1% 1,439 $425K
Bigelow Investment Advisors, LLC 0.20% Add +3.3% 1,435 $424K
Virtue Capital Management, LLC 0.09% Add +1.5% 1,430 $423K
Redwood Park Advisors LLC 0.36% — 1,429 $422K
Haverford Trust Co 0.00% Reduce -1.7% 1,428 $422K
Petrus Trust Company, LTA 0.04% Reduce -12.7% 1,424 $421K
PDS Planning, Inc 0.04% Reduce -2.7% 1,423 $421K
SOL Capital Management CO 0.05% No change 1,420 $420K
United Community Bank 0.16% Reduce -3.1% 1,420 $420K
CenterBook Partners LP 0.02% New 1,404 $415K
Broadwater Capital Management LLC 0.32% No change 1,400 $414K
New Perspectives, Inc 0.22% No change 1,400 $414K
Claro Advisors Inc. 0.06% Reduce -0.8% 1,393 $412K
Impact Asset Management GmbH 0.16% No change 1,393 $412K
Boyce & Associates Wealth Consulting, Inc. 0.41% No change 1,378 $407K
CX Institutional 0.02% Reduce -11.3% 1,374 $406K
Conning Inc. 0.01% Reduce -17.1% 1,366 $404K
Glenview Trust Co 0.01% Reduce -0.5% 1,361 $402K
Kentucky Retirement Systems Insurance Trust Fund 0.07% Add +25.2% 7,989 $402K
Amova Asset Management Americas, Inc. 0.00% Reduce -1.8% 1,360 $402K
Rovin Capital /Ut/ 0.14% Reduce -52.4% 1,352 $400K
Evergreen Capital Management LLC 0.01% Add +0.3% 1,335 $395K
Gibbs Wealth Management 0.11% Add +47.4% 1,331 $393K
Main Street Financial Solutions, LLC 0.04% Reduce -6.1% 1,331 $393K
Marcum Wealth, LLC 0.03% Add +6.2% 1,324 $391K
Schrum Private Wealth Management LLC 0.33% New 1,300 $384K
Meritas Wealth Management, LLC 0.23% No change 1,300 $384K
Quantum Portfolio Management LLC 0.20% Add +1.3% 1,284 $380K
Curi Capital, LLC 0.01% Reduce -21.2% 1,281 $379K
Stratos Wealth Partners, LTD. 0.01% Add +4.8% 1,281 $379K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,280 $378K
Oakworth Capital, Inc. 0.03% No change 1,271 $376K
Arlington Trust Co LLC 0.08% No change 1,250 $369K
Citizens Financial Group Inc. 0.01% Add +22.1% 1,249 $369K
Globeflex Capital L P 0.03% Reduce -1.1% 1,245 $368K
Total Wealth Planning & Management, Inc. 0.36% — 1,244 $368K
Oarsman Capital, Inc. 0.06% Add +1.6% 1,243 $367K
Smithfield Trust Co 0.02% No change 1,240 $367K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,239 $366K
Stevens Capital Management LP 0.14% Reduce -34.5% 1,222 $361K
Seaview Investment Managers LLC 0.10% New 1,205 $356K
Carr Financial Group Corp 0.11% No change 1,200 $355K
Florida Financial Advisors, LLC 0.16% Add +15.6% 1,191 $352K
Hengehold Capital Management LLC 0.03% New 1,188 $351K
Aaron Wealth Advisors LLC 0.04% Add +5.2% 1,187 $351K
Fluent Financial, LLC 0.15% Reduce -9.8% 1,185 $350K
Farther Finance Advisors, LLC 0.01% Add +10.5% 1,183 $350K
CreativeOne Wealth, LLC 0.01% Reduce -30.9% 1,180 $349K
Personal Cfo Solutions, LLC 0.07% Add +1.7% 1,178 $348K
Beacon Financial Group 0.04% Reduce -5.3% 1,171 $346K
FSB Premier Wealth Management, Inc. 0.14% Add +9.3% 1,170 $346K
Brighton Jones LLC 0.01% Add +14.5% 1,162 $343K
U.S. Capital Wealth Advisors, LLC 0.01% Add +5.8% 1,157 $342K
Mutual Advisors, LLC 0.01% Reduce -8.5% 1,168 $339K
Matthew Goff Investment Advisor, LLC 0.06% No change 1,144 $338K
Gilbert & Cook, Inc. 0.05% Reduce -24.6% 1,143 $338K
SBI Securities Co., Ltd. 0.01% — 1,123 $332K
Premier Path Wealth Partners, LLC 0.05% Add +6.4% 1,115 $330K
Howard Capital Management Group, LLC 0.02% No change 1,114 $329K
Olympiad Research LP 0.34% New 1,110 $328K
Certuity, LLC 0.04% Add +10.2% 1,101 $325K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -22.6% 1,100 $325K
Trust Co of the South 0.07% New 1,092 $323K
ETF Portfolio Partners, Inc. 0.10% No change 1,090 $322K
Abbot Financial Management, Inc. 0.16% No change 1,085 $321K
Cullen/Frost Bankers, Inc. 0.00% Add +3.7% 1,081 $320K
Manuka Financial, LLC 0.21% — 1,077 $318K
Simplicity Wealth,LLC 0.07% Add +2.9% 1,071 $317K
Quadrant Capital Group LLC 0.02% Add +1.3% 1,069 $316K
Everpar Advisors LLC 0.16% Reduce -3.3% 1,054 $312K
CPC Advisors, LLC 0.04% No change 1,054 $312K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.7% 1,050 $310K
Goldstone Financial Group, LLC 0.05% No change 1,044 $309K
Johnson Investment Counsel Inc. 0.00% Reduce -2.1% 1,043 $308K
Insigneo Advisory Services, LLC 0.03% Add +10.2% 1,042 $308K
Sage Mountain Advisors LLC 0.02% Add +8.3% 1,035 $306K
Zullo Investment Group, Inc. 0.12% Reduce -2.3% 1,026 $303K
First Interstate Bank 0.02% Reduce -0.4% 1,025 $303K
denkapparat Operations GmbH 0.45% — 1,024 $303K
Aprio Wealth Management, LLC 0.04% Add +2.2% 1,020 $301K
Evelyn Partners Investment Management LLP 0.01% — 1,020 $301K
Chicago Partners Investment Group LLC 0.01% Add +2.4% 1,016 $301K
Veltria Advisors Corp. 0.13% New 1,017 $301K
Advisors Capital Management, LLC 0.00% Add +37.8% 1,009 $298K
Baader Bank Aktiengesellschaft 0.03% Reduce -9.2% 1,008 $297K
Uniting Wealth Partners, LLC 0.14% — 1,000 $296K
Bowen Hanes & Co. Inc. 0.01% No change 1,000 $296K
Clare Market Investments LLC 0.07% New 995 $294K
Sunbelt Securities, Inc. 0.03% Reduce -1.0% 977 $291K
Legacy Advisors, LLC 0.03% Add +3.4% 982 $290K
Morris Financial Concepts, Inc. 0.12% No change 977 $289K
Caldwell Trust Co 0.03% Reduce -1.4% 977 $289K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Reduce -15.7% 970 $287K
Cozad Asset Management Inc. 0.03% No change 970 $287K
PharVision Advisers, LLC 0.24% — 968 $286K
Gallacher Capital Management LLC 0.14% Add +1.6% 966 $286K
Prelude Capital Management, LLC 0.02% New 962 $284K
Oregon Pacific Wealth Management, LLC 0.28% — 961 $284K
Nwam LLC 0.02% Reduce -0.1% 960 $284K
Modern Wealth Management, LLC 0.01% Add +10.0% 958 $283K
Lecap Asset Management Ltd. 0.08% New 958 $283K
Paragon Private Wealth Management, LLC 0.13% Add +11.0% 948 $280K
TriaGen Wealth Management LLC 0.09% Reduce -8.7% 945 $279K
Evercore Wealth Management, LLC 0.00% No change 943 $279K
New Century Financial Group, LLC 0.12% New 943 $277K
Waverly Advisors, LLC 0.00% New 937 $277K
Allworth Financial LP 0.00% Add +10.3% 918 $277K
Breed's Hill Capital LLC 0.14% Add +26.5% 936 $277K
Range Financial Group LLC 0.13% New 934 $276K
Bartlett & Co. Wealth Management LLC 0.00% No change 932 $275K
Blue Trust, Inc. 0.00% Reduce -61.8% 929 $274K
ICONIQ Capital, LLC 0.00% New 926 $274K
State of Wyoming 0.03% Add +152.1% 920 $272K
Phoenix Wealth Advisors 0.12% No change 919 $272K
Ranch Capital Advisors Inc. 0.13% No change 910 $269K
Panoramic Capital Partners, LLC 0.24% — 906 $268K
King Luther Capital Management Corp. 0.00% Add +21.2% 898 $265K
One Wealth Capital Management, LLC 0.13% — 893 $264K
Synergy Financial Group, LTD 0.22% Reduce -17.0% 891 $263K
First Long Island Investors, LLC 0.02% No change 888 $262K
Grant Private Wealth Management Inc 0.28% — 886 $262K
Essex Financial Services, Inc. 0.02% Reduce -7.7% 883 $261K
Crescent Grove Advisors, LLC 0.03% No change 870 $257K
Syon Capital LLC 0.02% Reduce -21.6% 865 $256K
Moneta Group Investment Advisors LLC 0.00% Reduce -20.6% 858 $254K
First Horizon Advisors, Inc. 0.01% Add +3.5% 855 $253K
Atom Investors LP 0.03% Reduce -35.5% 852 $252K
Brown, Lisle/Cummings, Inc. 0.07% No change 850 $251K
Equitable Holdings, Inc. 0.00% Reduce -0.2% 849 $251K
NBT Bank, N.A. 0.02% No change 847 $250K
Alpha Omega Wealth Management LLC 0.05% Reduce -6.2% 846 $250K
Journey Strategic Wealth LLC 0.01% Add +4.6% 835 $247K
Carolina Wealth Advisors, LLC 0.13% Add +277.8% 835 $247K
Scientech Research LLC 0.07% Add +1.2% 828 $245K
Catalyst Financial Partners LLC 0.05% Add +8.0% 827 $244K
Pathway Financial Advisors LLC 0.06% No change 826 $244K
CENTRAL TRUST Co 0.01% Add +2.6% 813 $240K
Level Four Advisory Services, LLC 0.01% New 812 $240K
Vestor Capital, LLC 0.02% Add +0.1% 813 $240K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -3.4% 809 $239K
Quotient Wealth Partners, LLC 0.01% Add +6.1% 805 $238K
Verdence Capital Advisors LLC 0.02% Reduce -3.8% 804 $238K
Sentry Investment Management LLC 0.11% Reduce -14.0% 801 $237K
Northwest Financial Advisors 0.20% No change 800 $236K
Ravenstone Capital Management Inc. 0.14% New 800 $236K
Trustmark Bank Trust Department 0.02% No change 800 $236K
Mairs & Power Inc. 0.00% No change 800 $236K
Three Seasons Wealth, LLC 0.12% Reduce -4.3% 799 $236K
Catalina Capital Group, LLC 0.08% New 795 $235K
Polymer Capital Management (US) LLC 0.08% — 795 $235K
Alpha Cubed Investments, LLC 0.01% New 795 $235K
Western Wealth Management, LLC 0.01% Add +3.9% 794 $235K
Goldstein Advisors, LLC 0.03% Add +6.2% 790 $234K
Dunhill Financial, LLC 0.11% Reduce -16.8% 787 $233K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 786 $232K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -8.4% 782 $231K
Sandy Cove Advisors, LLC 0.09% No change 781 $231K
Institute for Wealth Management, LLC. 0.03% No change 777 $230K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.6% 777 $230K
Americana Partners, LLC 0.01% Reduce -2.1% 776 $229K
Sierra Legacy Group 0.21% — 775 $229K
Citizens Business Bank 0.05% New 500 $228K
Physician Wealth Advisors, Inc. 0.04% Reduce -9.4% 770 $228K
Nadler Financial Group, Inc. 0.02% No change 763 $226K
Essex Bank 0.06% Add +0.1% 761 $225K
KPP Advisory Services LLC 0.05% No change 759 $224K
Axxcess Wealth Management, LLC 0.01% Reduce -49.5% 752 $222K
Sigma Investment Counselors Inc. 0.01% No change 750 $222K
Texas Yale Capital Corp. 0.01% No change 750 $222K
Continuum Advisory, LLC 0.03% Add +6.4% 749 $221K
Kestra Investment Management, LLC 0.01% Reduce -44.5% 748 $221K
World Equity Group, Inc. 0.05% Reduce -2.6% 744 $220K
Sagace Wealth Management LLC 0.16% New 743 $220K
Milestone Asset Management, LLC 0.05% New 743 $220K
Waldron Private Wealth LLC 0.01% Add +0.8% 742 $219K
Advyzon Investment Management, LLC 0.08% — 742 $219K
Edgestream Partners, L.P. 0.01% Reduce -94.0% 739 $218K
Sage Private Wealth Group, LLC 0.16% Reduce -1.6% 736 $218K
Waters Parkerson & Co., LLC 0.01% New 735 $217K
IMPACTfolio, LLC 0.11% Reduce -4.7% 732 $216K
Probity Advisors, Inc. 0.04% Reduce -10.6% 732 $216K
Lindbrook Capital, LLC 0.02% Add +1.7% 729 $215K
Canopy Partners, LLC 0.08% New 720 $213K
Seven Mile Advisory 0.14% Reduce -21.9% 717 $212K
Leonard Rickey Investment Advisors P.L.L.C. 0.05% New 715 $211K
Rwa Wealth Partners, LLC 0.00% New 715 $211K
Fulton Bank, N.A. 0.01% New 713 $211K
Ameritas Advisory Services, LLC 0.01% New 711 $210K
CI Investments Inc. 0.00% Add +1.1% 710 $210K
Fairscale Capital, LLC 0.18% No change 710 $210K
Cromwell Holdings LLC 0.12% Add +1.6% 709 $210K
Alta Advisers Ltd 0.13% Add +1.0% 707 $209K
Gitterman Wealth Management, LLC 0.09% Reduce -4.9% 701 $207K
Brucke Financial, Inc. 0.18% — 664 $207K
Becker Capital Management Inc. 0.01% New 697 $206K
Simon Quick Advisors, LLC 0.01% New 696 $206K
Meriwether Wealth & Planning, LLC 0.15% — 693 $205K
Keudell/Morrison Wealth Management 0.05% New 688 $203K
Integrated Advisors Network LLC 0.01% New 686 $203K
Concourse Financial Group Securities, Inc. 0.01% Reduce -5.3% 672 $203K
DT Investment Partners, LLC 0.02% No change 685 $202K
Proficio Capital Partners LLC 0.02% New 683 $202K
Pinnacle Associates Ltd. 0.00% Reduce -38.8% 683 $202K
Jacobsen Capital Management 0.09% New 682 $202K
Savvy Advisors, Inc. 0.02% New 680 $201K
Stance Capital LLC 0.12% — 658 $194K
HM Payson & Co. 0.00% Reduce -0.5% 616 $182K
Manchester Capital Management LLC 0.02% Reduce -11.0% 613 $181K
Global Trust Asset Management, LLC 0.07% No change 604 $179K
Murphy & Mullick Capital Management Corp 0.16% — 595 $176K
Quent Capital, LLC 0.02% Add +0.5% 584 $173K
Kozak & Associates, Inc. 0.04% No change 575 $169K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% No change 547 $163K
Acropolis Investment Management, LLC 0.01% No change 549 $162K
R Squared Ltd 0.16% — 540 $160K
Parkside Financial Bank & Trust 0.02% Add +1.7% 536 $158K
Catalyst Capital Advisors LLC 0.00% Reduce -1.5% 530 $157K
EverSource Wealth Advisors, LLC 0.01% Add +9.1% 503 $149K
Natixis Investment Managers International 0.01% Add +27.1% 497 $147K
Independence Bank of Kentucky 0.02% No change 492 $145K
ADAPT Investment Managers SA 0.07% — 479 $143K
Vision Financial Markets LLC 0.15% — 473 $140K
Security National Bank 0.02% No change 450 $133K
Private Trust Co. NA 0.01% Reduce -5.1% 450 $133K
Ramirez Asset Management, Inc. 0.03% No change 450 $133K
Washington Trust Advisors, Inc. 0.01% Reduce -19.6% 446 $132K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.5% 445 $132K
Grove Bank & Trust 0.02% Add +9.2% 440 $130K
LFA - Lugano Financial Advisors SA 0.08% Add +31.4% 418 $124K
Robbins Farley 0.06% Reduce -19.7% 408 $121K
Eisler Capital Management Ltd. 0.00% — 387 $114K
CVA Family Office, LLC 0.02% Add +8.1% 376 $111K
Covestor Ltd 0.07% Reduce -24.3% 374 $111K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +11.9% 357 $106K
Parvin Asset Management, LLC 0.11% — 355 $105K
Rothschild Investment LLC 0.01% Add +4.3% 315 $93K
Crewe Advisors LLC 0.01% New 308 $91K
Piscataqua Savings Bank 0.08% No change 300 $89K
Caitlin John, LLC 0.06% No change 297 $88K
Hanseatic Management Services Inc. 0.11% New 295 $87K
Tobam 0.03% Reduce -68.9% 296 $87K
GHP Investment Advisors, Inc. 0.00% No change 288 $85K
Hemington Wealth Management 0.02% Reduce -1.8% 281 $83K
Coppell Advisory Solutions LLC 0.01% Add +119.8% 277 $82K
Financial Avengers, Inc. 0.04% Add +39.0% 278 $82K
LRI Investments, LLC 0.01% Reduce -12.4% 262 $77K
Global Wealth Strategies & Associates 0.02% No change 250 $74K
New Age Alpha Advisors, LLC 0.00% New 232 $69K
Quarry LP 0.01% Add +106.3% 229 $68K
SOA Wealth Advisors, LLC. 0.01% No change 227 $67K
Monetary Management Group Inc. 0.02% No change 225 $67K
Sandy Spring Bank 0.00% Reduce -13.2% 224 $66K
Disciplina Capital Management LLC 0.01% No change 224 $66K
Itau Unibanco Holding S.A. 0.00% Add +381.4% 207 $61K
Putney Financial Group LLC 0.05% — 205 $61K
GKV Capital Management Co., Inc. 0.02% — 204 $60K
Versant Capital Management, Inc 0.01% Add +14.0% 204 $60K
Campbell Capital Management Inc. 0.02% New 200 $59K
MV Capital Management, Inc. 0.01% Reduce -0.5% 197 $58K
Strengthening Families & Communities, LLC 0.03% Reduce -97.4% 194 $57K
Johnson Financial Group, Inc. 0.00% Add +30.2% 181 $56K
Blume Capital Management, Inc. 0.01% No change 185 $55K
Clearstead Trust, LLC 0.01% No change 180 $53K
Zions Bancorporation, N.A. 0.00% No change 178 $53K
2UniFi Bank 0.03% — 174 $51K
Asset Dedication, LLC 0.00% No change 171 $51K
TD Capital Management LLC 0.00% No change 160 $47K
Pinnacle Bancorp, Inc. 0.02% No change 158 $47K
CoreCap Advisors, LLC 0.00% Add +212.0% 156 $46K
Avalon Trust Co 0.00% No change 155 $46K
LGT Financial Advisors LLC 0.10% No change 151 $45K
Wolff Wiese Magana LLC 0.03% No change 149 $44K
Bfsg, LLC 0.01% Add +58.5% 149 $44K
Hurley Capital, LLC 0.04% — 147 $44K
Ransom Advisory, Ltd 0.02% No change 143 $42K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.4% 143 $42K
Private Wealth Management Group, LLC 0.02% No change 140 $41K
Hexagon Capital Partners LLC 0.01% Add +12.1% 139 $41K
ANTIPODES PARTNERS Ltd 0.00% Add +14.1% 138 $41K
Union Savings Bank 0.02% New 138 $41K
GPS Wealth Strategies Group, LLC 0.01% No change 136 $40K
Sierra Ocean, LLC 0.03% — 133 $39K
Van Hulzen Asset Management, LLC 0.00% New 130 $38K
Evermay Wealth Management LLC 0.01% Reduce -2.3% 126 $37K
HHM Wealth Advisors, LLC 0.01% Add +9.7% 125 $37K
Central Pacific Bank - Trust Division 0.01% New 125 $37K
Rise Advisors, LLC 0.02% Reduce -21.0% 124 $37K
Meeder Asset Management Inc. 0.00% Reduce -37.2% 123 $36K
Addison Advisors LLC 0.01% Add +157.4% 121 $36K
Harbour Investments, Inc. 0.00% Add +21.4% 119 $35K
Geo Capital Gestora de Recursos Ltd 0.05% Reduce -20.4% 117 $35K
Optimum Investment Advisors 0.01% No change 115 $34K
Lummis Asset Management, LP 0.04% No change 111 $33K
Raleigh Capital Management Inc. 0.01% Reduce -8.3% 110 $33K
Stephens Consulting, LLC 0.01% No change 107 $32K
Financial Network Wealth Advisors LLC 0.06% Reduce -76.8% 106 $31K
Bell Investment Advisors, Inc 0.01% Add +1.9% 105 $31K
Olistico Wealth, LLC 0.02% No change 104 $31K
Concord Wealth Partners 0.01% No change 103 $30K
Solstein Capital, LLC 0.02% No change 102 $30K
Financial Management Professionals, Inc. 0.00% Reduce -15.0% 102 $30K
GW&K Investment Management, LLC 0.00% Add +2.0% 103 $30K
ORG Partners LLC 0.00% No change 101 $30K
Mizuho Securities Co. Ltd. 0.45% New 100 $30K
Aspetuck Financial Management LLC 0.02% — 100 $30K
Tradewinds Capital Management, LLC 0.01% Add +100.0% 100 $30K
Investors Research Corp 0.01% Reduce -93.0% 100 $30K
Glen Eagle Advisors, LLC 0.00% No change 100 $30K
BNP Paribas 0.00% Reduce -39.4% 100 $30K
Evelyn Partners Asset Management Ltd 0.01% — 99 $29K
Investment Management Corp. /Va/ 0.03% — 97 $29K
Investment Research & Advisory Group, Inc. 0.01% No change 97 $29K
JFS Wealth Advisors, LLC 0.00% No change 96 $28K
St Germain D J Co. Inc. 0.00% No change 96 $28K
Global Financial Private Client, LLC 0.01% Add +5.8% 91 $27K
Golden State Wealth Management, LLC 0.00% — 86 $25K
Canton Hathaway, LLC 0.01% No change 85 $25K
Capstone Investment Advisors, LLC 0.00% Reduce -93.8% 83 $25K
Capital Advisors, Ltd. LLC 0.00% No change 81 $24K
Financial Life Planners 0.02% — 80 $24K
West Paces Advisors Inc. 0.01% No change 80 $24K
AdvisorNet Financial, Inc 0.00% Reduce -27.5% 79 $23K
Colonial Trust Co / SC 0.00% Add +3650.0% 75 $22K
WASHINGTON TRUST Co 0.00% No change 75 $22K
TFC Financial Management, Inc. 0.00% No change 74 $22K
Anchor Investment Management, LLC 0.00% No change 74 $22K
Sachetta, LLC 0.01% Reduce -32.4% 71 $21K
Eagle Bay Advisors LLC 0.01% Reduce -10.1% 71 $21K
Riverview Trust Co 0.02% No change 70 $21K
Main Street Group, LTD 0.01% No change 70 $21K
Valued Wealth Advisors LLC 0.01% Add +4.6% 68 $20K
MCF Advisors LLC 0.00% No change 65 $19K
Bank of New Hampshire 0.00% No change 65 $19K
Kings Path Partners LLC 0.01% No change 63 $19K
AllSquare Wealth Management LLC 0.01% No change 62 $18K
Crews Bank & Trust 0.00% — 62 $18K
Salem Investment Counselors Inc. 0.00% No change 61 $18K
Stonebridge Financial Group, LLC 0.00% — 60 $18K
Estabrook Capital Management 0.00% No change 59 $17K
Harbor Investment Advisory, LLC 0.00% Reduce -58.1% 57 $17K
Abound Wealth Management 0.01% Add +1.8% 56 $17K
Godsey & Gibb, Inc. 0.00% No change 55 $16K
Pin Oak Investment Advisors Inc. 0.01% No change 59 $16K
Cherry Tree Wealth Management, LLC 0.00% No change 53 $16K
Ameriflex Group, Inc. 0.01% — 50 $16K
High Note Wealth, LLC 0.00% New 52 $15K
SJS Investment Consulting Inc. 0.00% Add +34.2% 51 $15K
Arax Advisory Partners 0.00% Add +19.1% 50 $15K
Adirondack Trust Co. 0.01% No change 50 $15K
Pacifica Partners Inc. 0.01% Reduce -54.5% 50 $15K
Creative Capital Management Investments LLC 0.01% No change 48 $14K
Cornerstone Planning Group LLC 0.00% Reduce -11.3% 47 $14K
Bogart Wealth, LLC 0.00% Add +20.5% 47 $14K
Cassady Schiller Wealth Management, LLC 0.01% Add +53.3% 46 $14K
Centricity Wealth Management, LLC 0.01% — 45 $13K
Whipplewood Advisors, LLC 0.01% — 43 $13K
Archer Investment Corp 0.00% No change 41 $12K
Atlatl Advisers LLC 0.01% — 39 $12K
Core Alternative Capital 0.00% No change 38 $11K
Wood Tarver Financial Group, LLC 0.00% — 40 $11K
Prestige Wealth Management Group LLC 0.00% No change 37 $11K
Rakuten Securities, Inc. 0.00% New 37 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 35 $10K
CNB Bank 0.00% No change 35 $10K
Richard W. Paul & Associates, LLC 0.00% New 35 $10K
Truvestments Capital LLC 0.00% No change 35 $10K
NFSG Corp 0.00% New 35 $10K
Summit Securities Group LLC 0.00% New 34 $10K
Key Financial Inc 0.00% No change 33 $10K
Clean Yield Group 0.00% No change 32 $9K
Avion Wealth 0.00% Reduce -55.1% 31 $9K
Criterion Capital Advisors, LLC 0.01% No change 35 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 29 $9K
Ancora Advisors LLC 0.00% No change 28 $8K
Atala Financial Inc 0.01% — 27 $8K
WPG Advisers, LLC 0.01% — 26 $8K
First Pacific Financial 0.00% Add +8.7% 25 $7K
Armstrong Advisory Group, Inc. 0.00% No change 25 $7K
Copia Wealth Management 0.01% — 25 $7K
Granite FO LLC 0.00% No change 25 $7K
Lavaca Capital LLC 0.00% New 25 $7K
Coston, McIsaac & Partners 0.00% No change 27 $7K
Fortitude Family Office, LLC 0.00% No change 23 $7K
Clark Wealth Partners 0.01% — 22 $7K
Raffa Wealth Management, LLC 0.00% Reduce -12.0% 22 $7K
Highline Wealth Partners LLC 0.00% Add +50.0% 21 $6K
Friedenthal Financial 0.00% New 20 $6K
Gables Capital Management Inc. 0.00% No change 20 $6K
Orion Capital Management LLC 0.00% New 20 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 20 $6K
First United Bank & Trust 0.00% Reduce -16.7% 20 $6K
Evelyn Partners Investment Management (Europe) Ltd 0.00% — 20 $6K
Contravisory Investment Management, Inc. 0.00% No change 20 $6K
Atlas Capital Advisors Inc. 0.00% No change 20 $6K
Transce3nd, LLC 0.00% — 19 $6K
Providence First Trust Co 0.00% New 18 $5K
Mascoma Wealth Management LLC 0.00% New 17 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $5K
Compass Planning Associates Inc 0.00% — 16 $5K
NewSquare Capital LLC 0.00% New 16 $5K
SouthState Bank Corp 0.00% New 16 $5K
Asset Planning,Inc 0.00% — 15 $4K
Lee Danner & Bass Inc. 0.00% New 15 $4K
Hollencrest Capital Management 0.00% No change 15 $4K
Dogwood Wealth Management LLC 0.00% Add +0.0% 14 $4K
WR Wealth Planners, LLC 0.00% Add +16.7% 14 $4K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1400.0% 15 $4K
Valley National Advisers Inc. 0.00% No change 16 $4K
Aspect Partners, LLC 0.00% No change 12 $4K
Caldwell Sutter Capital, Inc. 0.00% Reduce -29.4% 12 $4K
True Wealth Design, LLC 0.00% Add +71.4% 12 $4K
Vermillion Wealth Management, Inc. 0.00% — 11 $3K
Ridgewood Investments LLC 0.00% No change 11 $3K
Rosenberg Matthew Hamilton 0.00% No change 11 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 10 $3K
WealthTrak Capital Management LLC 0.00% — 10 $3K
Hopwood Financial Services, Inc. 0.00% — 10 $3K
Bernard Wealth Management Corp. 0.00% — 10 $3K
BOK Financial Private Wealth, Inc. 0.00% Add +66.7% 10 $3K
Frazier Financial Advisors, LLC 0.00% No change 9 $3K
Carolinas Wealth Consulting LLC 0.00% No change 9 $3K
Atwood & Palmer Inc. 0.00% No change 9 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 9 $3K
PayPay Securities Corp 0.12% New 9 $3K
Park Square Financial Group, LLC 0.00% — 9 $3K
FSA Wealth Management LLC 0.00% No change 9 $3K
EnRich Financial Partners LLC 0.00% No change 9 $3K
Creekmur Asset Management LLC 0.00% Reduce -47.1% 9 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 8 $2K
Tucker Asset Management LLC 0.00% No change 8 $2K
Salomon & Ludwin, LLC 0.00% No change 8 $2K
Winch Advisory Services, LLC 0.00% No change 7 $2K
JNBA Financial Advisors 0.00% New 7 $2K
North Star Investment Management Corp. 0.00% Reduce -70.8% 7 $2K
Principia Wealth Advisory, LLC 0.00% — 6 $2K
Bellevue Asset Management, LLC 0.00% Reduce -25.0% 6 $2K
Nvwm, LLC 0.00% No change 6 $2K
Lanark Financial, Inc. 0.15% — 5 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 5 $1K
Minot DeBlois Advisors LLC 0.00% — 5 $1K
Fairman Group, LLC 0.00% Reduce -50.0% 5 $1K
Horizon Financial Services, LLC 0.00% No change 5 $1K
JDM Financial Group LLC 0.00% No change 5 $1K
Winnacle Wealth LLC 0.00% — 5 $1K
Sittner & Nelson, LLC 0.00% New 4 $1K
1620 Investment Advisors, Inc. 0.00% No change 3 $933
Parkworth Wealth Management, Inc. 0.00% — 3 $887
Richardson Financial Services Inc. 0.00% Reduce -70.0% 3 $887
New Millennium Group LLC 0.00% No change 3 $887
Ascentis Wealth Management, LLC 0.00% No change 3 $886
Breakwater Investment Management 0.00% No change 2 $592
Chesapeake Asset Management LLC 0.00% No change 2 $591
Sugar Maple Asset Management, LLC 0.00% New 2 $591
Painted Porch Advisors LLC 0.00% No change 2 $591
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $591
Activest Wealth Management 0.00% New 1 $296
Hilltop National Bank 0.00% No change 1 $296
WestEnd Advisors, LLC 0.00% No change 1 $296
REAP Financial Group, LLC 0.00% New 1 $148

"% of holder's portfolio" is ADSK's weight in each manager's 13F, not the share of Autodesk Inc. the manager owns.