American Financial GroupAFG
13F holders, Q4 2025 (December 31)515holders +25
64new positions
51sold out
6famous investors
$135.25avg. 13F price*
At the end of Q4 2025, 515 institutions reported holding American Financial Group Inc. (AFG) in their 13F filings, up 25 from Q3 2025. 64 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($997.4M), BlackRock, Inc. ($991.0M) and FMR LLC ($912.7M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- American Financial Group Inc.
- CUSIP
- 025932104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $117.9M |
| Exits | 51 | $95.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,432,029 shares bought and 3,184,512 shares sold, net +247,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 7,297,408 | $997.4M |
| BlackRock, Inc. | 0.02% | Reduce -0.6% | 7,250,482 | $991.0M |
| FMR LLC | 0.05% | Reduce -3.4% | 6,677,603 | $912.7M |
| Victory Capital Management Inc. | 0.22% | Reduce -5.4% | 2,803,850 | $383.2M |
| State Street Corp. | 0.01% | Reduce -0.9% | 2,625,921 | $358.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +2.3% | 2,567,721 | $351.0M |
| American Financial Group Inc. 401(K) Retirement & Savings Plan | 100.00% | Reduce -0.7% | 2,391,286 | $326.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 1,732,557 | $236.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +12.3% | 1,266,001 | $173.0M |
| Alliancebernstein L.P. | 0.04% | Reduce -0.5% | 993,378 | $135.8M |
| Northern Trust Corp. | 0.02% | Reduce -6.6% | 958,579 | $131.0M |
| Morgan Stanley | 0.01% | Add +4.3% | 894,998 | $122.3M |
| Norges Bank | 0.01% | — | 838,902 | $114.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.0% | 819,034 | $111.9M |
| Invesco Ltd. | 0.01% | Reduce -12.9% | 803,509 | $109.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.1% | 770,864 | $105.4M |
| Balyasny Asset Management L.P. | 0.20% | Add +14.8% | 751,273 | $102.7M |
| Fort Washington Investment Advisors Inc. | 0.45% | Add +1.1% | 614,129 | $83.9M |
| UBS Group AG | 0.02% | Add +10.1% | 581,805 | $79.5M |
| EULAV Asset Management | 1.82% | No change | 498,692 | $68.2M |
| Johnson Investment Counsel Inc. | 0.53% | Reduce -19.1% | 478,475 | $65.4M |
| Boston Trust Walden Corp | 0.48% | Reduce -13.6% | 469,645 | $64.2M |
| Bahl & Gaynor LLC | 0.32% | Reduce -2.9% | 465,295 | $63.6M |
| Woodline Partners LP | 0.23% | Reduce -29.5% | 438,439 | $59.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 437,141 | $59.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.4% | 393,544 | $53.8M |
| Lord, Abbett & Co. LLC | 0.17% | Reduce -9.2% | 380,367 | $52.0M |
| 1832 Asset Management L.P. | 0.06% | Add +5655.0% | 369,818 | $50.5M |
| Wealthquest Corp | 3.54% | Add +0.0% | 343,372 | $46.9M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | New | 320,694 | $43.8M |
| Allianz Asset Management GmbH | 0.05% | Reduce -7.8% | 309,471 | $42.3M |
| AQR Capital Management | 0.02% | Add +20.8% | 263,440 | $36.0M |
| Millennium Management | 0.03% | Add +194.9% | 253,932 | $34.7M |
| ProShare Advisors LLC | 0.06% | Reduce -10.3% | 249,631 | $34.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.6% | 237,922 | $32.5M |
| Legal & General Group Plc | 0.01% | Reduce -6.8% | 237,514 | $32.5M |
| Bank of America Corp. | 0.00% | Reduce -19.0% | 237,373 | $32.4M |
| American Century Companies Inc. | 0.01% | Add +2.1% | 208,114 | $28.4M |
| Alyeska Investment Group, L.P. | 0.08% | Add +107.1% | 207,122 | $28.3M |
| Rhumbline Advisers | 0.02% | Reduce -3.1% | 206,961 | $28.3M |
| Man Group plc | 0.05% | Add +0.4% | 199,354 | $27.2M |
| Swiss National Bank | 0.01% | Reduce -12.5% | 168,500 | $23.0M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.4% | 162,582 | $22.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.0% | 153,440 | $21.0M |
| Amundi | 0.01% | Reduce -2.8% | 146,801 | $20.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -2.8% | 146,731 | $20.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +4.3% | 150,354 | $20.0M |
| California Public Employees Retirement System | 0.01% | Add +0.8% | 145,768 | $19.9M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +8.4% | 143,668 | $19.6M |
| Gotham Asset Management | 0.07% | Add +15.5% | 142,667 | $19.5M |
| Lighthouse Investment Partners, LLC | 0.62% | Add +239.0% | 137,193 | $18.8M |
| Deutsche Bank AG | 0.01% | Add +38.8% | 131,637 | $18.0M |
| Jain Global LLC | 0.18% | New | 131,619 | $18.0M |
| Curi Capital, LLC | 0.30% | Reduce -2.4% | 127,884 | $17.5M |
| FIL Ltd | 0.01% | No change | 125,000 | $17.1M |
| Bridges Investment Management Inc. | 0.18% | Reduce -0.3% | 106,662 | $14.6M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +14.4% | 102,223 | $14.0M |
| Viking Fund Management LLC | 1.60% | Add +146.3% | 101,000 | $13.8M |
| Barclays PLC | 0.01% | Reduce -17.8% | 99,904 | $13.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +23.7% | 98,627 | $13.5M |
| HSBC Holdings PLC | 0.01% | Add +72.1% | 97,590 | $13.3M |
| California State Teachers Retirement System | 0.01% | Add +4.1% | 95,216 | $13.0M |
| Susquehanna International Group, LLP | 0.02% | Add +565.2% | 94,523 | $12.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +3295.3% | 93,270 | $12.7M |
| Nuveen, LLC | 0.00% | Add +3.6% | 92,246 | $12.6M |
| Philadelphia Financial Management of San Francisco, LLC | 2.59% | Add +48.4% | 91,610 | $12.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +92.4% | 89,991 | $12.4M |
| PFA Pension, Forsikringsaktieselskab | 0.03% | — | 88,356 | $12.2M |
| Citadel Advisors | 0.01% | Add +435.7% | 87,014 | $11.9M |
| Wellington Management Group LLP | 0.00% | Reduce -35.1% | 84,123 | $11.5M |
| Royal Bank of Canada | 0.00% | Reduce -52.3% | 81,270 | $11.1M |
| Hudson Bay Capital Management LP | 0.07% | New | 76,121 | $10.4M |
| Wells Fargo & Company | 0.00% | Add +49.2% | 70,661 | $9.7M |
| New York State Teachers Retirement System | 0.02% | No change | 69,324 | $9.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -1.5% | 66,774 | $9.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.2% | 64,449 | $8.7M |
| Cambria Investment Management, L.P. | 0.50% | Reduce -12.5% | 63,246 | $8.6M |
| Bridgewater Associates | 0.03% | Reduce -13.4% | 63,073 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -3.0% | 63,062 | $8.6M |
| Gateway Investment Advisers LLC | 0.08% | Add +0.0% | 62,770 | $8.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 59,974 | $8.2M |
| First Trust Advisors LP | 0.01% | Reduce -57.9% | 59,452 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 57,260 | $7.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -31.2% | 56,464 | $7.7M |
| Citigroup Inc. | 0.01% | Add +36.6% | 53,700 | $7.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.5% | 52,215 | $7.1M |
| Danske Bank A/S | 0.02% | Add +5.5% | 51,803 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.0% | 51,156 | $7.0M |
| Allworth Financial LP | 0.03% | Reduce -2.1% | 48,584 | $6.6M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -20.8% | 45,301 | $6.2M |
| Storebrand Asset Management As | 0.02% | Reduce -4.0% | 45,271 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Add +38.7% | 44,794 | $6.1M |
| ExodusPoint Capital Management, LP | 0.06% | New | 42,144 | $5.8M |
| D. E. Shaw & Co. | 0.00% | New | 41,716 | $5.7M |
| Northwest & Ethical Investments L.P. | 0.13% | No change | 41,633 | $5.7M |
| Creative Planning | 0.00% | Add +8.3% | 39,833 | $5.4M |
| Macquarie Group Ltd. | 0.02% | Reduce -8.2% | 39,067 | $5.3M |
| Gillson Capital LP | 0.35% | Reduce -81.8% | 38,990 | $5.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1.1% | 38,921 | $5.3M |
| TD Asset Management Inc | 0.00% | Add +7.5% | 38,063 | $5.2M |
| New Age Alpha Advisors, LLC | 0.22% | Add +7.3% | 36,999 | $5.1M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -3.5% | 36,955 | $5.1M |
| Illinois Municipal Retirement Fund | 0.06% | Add +21.9% | 36,360 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +1.1% | 36,037 | $4.9M |
| Trexquant Investment LP | 0.04% | New | 35,469 | $4.8M |
| Stenham Asset Management (UK) Plc | 5.95% | Reduce -16.0% | 34,700 | $4.7M |
| New York State Common Retirement Fund | 0.01% | No change | 34,309 | $4.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.9% | 33,774 | $4.6M |
| APG Asset Management N.V. | 0.01% | Reduce -5.1% | 39,389 | $4.6M |
| Hengehold Capital Management LLC | 0.37% | No change | 32,364 | $4.4M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -17.6% | 31,948 | $4.4M |
| Nomura Asset Management International Inc. | 0.01% | — | 31,935 | $4.4M |
| Burney Co./ | 0.13% | Add +2.1% | 30,878 | $4.2M |
| Sovereign's Capital Management, LLC | 2.55% | Reduce -16.7% | 30,738 | $4.2M |
| Bank of Montreal | 0.00% | Reduce -58.8% | 30,723 | $4.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -12.6% | 30,636 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -3.0% | 30,514 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.9% | 30,186 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.8% | 30,002 | $4.1M |
| Schroder Investment Management Group | 0.00% | Add +56.9% | 29,997 | $4.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +64856.5% | 29,880 | $4.1M |
| Campbell & CO Investment Adviser LLC | 0.20% | New | 29,857 | $4.1M |
| Holocene Advisors, LP | 0.01% | Reduce -32.9% | 28,983 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.7% | 27,991 | $3.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 27,703 | $3.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 27,279 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 28,143 | $3.7M |
| New Vernon Investment Management LLC | 3.49% | No change | 26,240 | $3.6M |
| Edgestream Partners, L.P. | 0.10% | New | 26,202 | $3.6M |
| KLP Kapitalforvaltning As | 0.01% | No change | 26,200 | $3.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -26.5% | 26,046 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +44.0% | 25,910 | $3.5M |
| Reinhart Partners, Llc. | 0.10% | Reduce -50.6% | 25,504 | $3.5M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +1.2% | 25,290 | $3.5M |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 25,038 | $3.4M |
| MUFG Securities EMEA plc | 0.04% | New | 25,000 | $3.4M |
| Aquatic Capital Management LLC | 0.09% | Add +437.7% | 23,087 | $3.2M |
| HRT Financial LP | 0.01% | Reduce -38.0% | 22,759 | $3.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +57.2% | 22,258 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.3% | 22,721 | $3.0M |
| Aviva PLC | 0.01% | Add +9.8% | 21,843 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 21,447 | $2.9M |
| Franklin Resources Inc. | 0.00% | Reduce -7.2% | 21,444 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,034 | $2.9M |
| Squarepoint Ops LLC | 0.01% | New | 21,012 | $2.9M |
| Abn Amro Investment Solutions | 0.04% | Reduce -21.9% | 19,890 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -16.0% | 19,826 | $2.7M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.3% | 19,617 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 19,200 | $2.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -1.2% | 19,125 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.0% | 18,906 | $2.6M |
| SG Americas Securities, LLC | 0.00% | Add +59.8% | 18,806 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 18,500 | $2.5M |
| Arizona State Retirement System | 0.01% | Reduce -7.6% | 18,306 | $2.5M |
| Capula Management Ltd | 0.02% | Add +23.7% | 17,717 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 17,641 | $2.4M |
| Comerica Bank | 0.01% | Reduce -7.0% | 17,614 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 17,323 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -2.3% | 17,010 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.04% | New | 16,981 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.3% | 16,422 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 16,249 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +42.5% | 16,052 | $2.2M |
| KBC Group NV | 0.00% | Add +0.3% | 15,509 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 15,488 | $2.1M |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 15,416 | $2.1M |
| Mariner, LLC | 0.00% | Add +63.4% | 15,171 | $2.1M |
| Korea Investment CORP | 0.00% | No change | 15,088 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 15,000 | $2.1M |
| DNB Asset Management AS | 0.01% | Reduce -5.2% | 14,914 | $2.0M |
| Slagle Financial, LLC | 0.70% | Reduce -0.3% | 14,604 | $2.0M |
| M Holdings Securities, Inc. | 0.14% | Add +4.9% | 14,598 | $2.0M |
| New Mexico Educational Retirement Board | 0.06% | No change | 14,300 | $2.0M |
| Nordwand Advisors, LLC | 0.33% | Add +0.5% | 13,875 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.7% | 13,806 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +11.3% | 13,777 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +10.4% | 13,729 | $1.9M |
| Values First Advisors, Inc. | 0.96% | Reduce -2.3% | 13,473 | $1.8M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +6.6% | 12,796 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.2% | 12,687 | $1.7M |
| Verity & Verity, LLC | 0.13% | No change | 12,646 | $1.7M |
| Aberdeen Group plc | 0.00% | Add +17.1% | 12,618 | $1.7M |
| IFM Investors Pty Ltd | 0.01% | Add +0.1% | 12,256 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.4% | 12,183 | $1.7M |
| Ethic Inc. | 0.03% | Add +10.5% | 12,154 | $1.7M |
| Taylor Frigon Capital Management LLC | 0.83% | Add +8.7% | 12,008 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.7% | 11,998 | $1.6M |
| Financial Enhancement Group LLC | 0.21% | Reduce -1.7% | 12,443 | $1.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.3% | 11,842 | $1.6M |
| Van Eck Associates Corp. | 0.00% | Add +3.0% | 11,474 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.16% | Add +4.0% | 11,391 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +2.4% | 11,284 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 11,194 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.6% | 10,963 | $1.5M |
| Utah Retirement Systems | 0.01% | No change | 10,911 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 10,907 | $1.5M |
| Toronto Dominion Bank | 0.00% | Reduce -1.6% | 10,681 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 10,547 | $1.4M |
| Confluence Wealth Services, Inc. | 0.06% | Add +2.9% | 10,367 | $1.4M |
| Osmosis Investment Management UK Ltd | 0.04% | — | 10,238 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -0.2% | 10,070 | $1.4M |
| Xponance LLC | 0.01% | Reduce -11.4% | 10,018 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | Reduce -1.0% | 10,017 | $1.4M |
| Royal London Asset Management Ltd. | 0.00% | Reduce -2.0% | 9,513 | $1.3M |
| Stansberry Asset Management, LLC | 0.13% | Add +1.8% | 9,437 | $1.3M |
| Pensionfund Sabic | 0.34% | No change | 9,300 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.0% | 9,332 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 9,030 | $1.2M |
| AlphaQuest LLC | 0.07% | Add +59.4% | 8,858 | $1.2M |
| Aviso Financial Inc. | 0.05% | Reduce -0.4% | 8,730 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -13.3% | 8,723 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 8,683 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.3% | 8,612 | $1.2M |
| OP Asset Management Ltd | 0.01% | No change | 8,417 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -31.1% | 8,285 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | No change | 8,222 | $1.1M |
| Oak Thistle LLC | 0.15% | New | 7,841 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +40.5% | 7,761 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 7,756 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.8% | 7,725 | $1.1M |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 7,644 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +33.7% | 7,587 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Add +45.7% | 7,575 | $1.0M |
| Golden State Wealth Management, LLC | 0.11% | No change | 7,500 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 7,411 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,913 | $980K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,137 | $975K |
| Applied Capital LLC | 0.66% | Add +50.2% | 7,034 | $961K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 6,802 | $930K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 6,764 | $925K |
| Archvest Wealth Advisors, Inc. | 0.59% | Add +6.6% | 6,750 | $923K |
| New York Life Investment Management LLC | 0.01% | New | 6,644 | $908K |
| Federated Hermes, Inc. | 0.00% | Add +5.2% | 6,503 | $889K |
| Resonant Capital Advisors, LLC | 0.05% | Add +0.4% | 6,493 | $887K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +162.4% | 6,475 | $885K |
| Commerce Bank | 0.00% | No change | 6,460 | $883K |
| Paradigm Capital Management Inc. | 0.04% | No change | 6,450 | $882K |
| QRG Capital Management, Inc. | 0.01% | Add +6.7% | 6,337 | $866K |
| Fox Run Management, L.L.C. | 0.13% | New | 6,311 | $863K |
| Impact Partnership Wealth, LLC | 0.11% | Add +22.2% | 6,262 | $856K |
| Nordea Investment Management AB | 0.00% | No change | 6,193 | $850K |
| Commerzbank Aktiengesellschaft | 0.02% | New | 6,214 | $849K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 6,127 | $837K |
| AE Wealth Management LLC | 0.00% | Add +77.3% | 6,000 | $820K |
| Cibc World Markets Corp. | 0.00% | — | 5,925 | $810K |
| Fifth Third Bancorp | 0.00% | Add +20.3% | 5,916 | $809K |
| Daiwa Securities Group Inc. | 0.00% | No change | 5,674 | $776K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -2.8% | 5,660 | $774K |
| Ifrah Financial Services, Inc. | 0.20% | Reduce -1.3% | 5,659 | $773K |
| Metis Global Partners, LLC | 0.02% | Reduce -0.7% | 5,455 | $746K |
| Ostrum Asset Management | 0.03% | Reduce -24.9% | 5,317 | $727K |
| Allstate Corp. | 0.01% | Add +135.1% | 5,256 | $718K |
| Truist Financial Corp. | 0.00% | Reduce -6.4% | 5,201 | $711K |
| Janus Henderson Group PLC | 0.00% | Add +30.1% | 5,190 | $709K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.5% | 5,141 | $703K |
| A&I Financial Services, LLC | 0.33% | Add +7.7% | 5,029 | $687K |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.9% | 4,984 | $681K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.5% | 4,960 | $678K |
| SBI Okasan Asset Management Co.Ltd. | 0.04% | — | 4,900 | $676K |
| Captrust Financial Advisors | 0.00% | Add +9.0% | 4,866 | $665K |
| Journey Advisory Group, LLC | 0.06% | Reduce -3.7% | 4,845 | $662K |
| MCF Advisors LLC | 0.04% | Add +7.9% | 4,768 | $652K |
| Bank of Nova Scotia | 0.00% | Add +32.0% | 4,726 | $646K |
| Callan Family Office, LLC | 0.01% | Add +31.7% | 4,635 | $634K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.6% | 4,589 | $627K |
| D.A. Davidson & Co. | 0.00% | Add +10.0% | 4,572 | $625K |
| Larson Financial Group LLC | 0.02% | Add +2.2% | 4,546 | $621K |
| Investment Management Corp of Ontario | 0.01% | Add +44.0% | 4,520 | $618K |
| Prudential Financial Inc. | 0.00% | Reduce -40.2% | 4,454 | $614K |
| Prana Capital Management, LP | 0.02% | Reduce -77.6% | 4,462 | $610K |
| JB Capital LLC | 0.02% | Add +2.1% | 4,268 | $583K |
| Evergreen Capital Management LLC | 0.01% | Add +72.5% | 4,127 | $564K |
| Acadian Asset Management LLC | 0.00% | New | 4,079 | $557K |
| Siemens Fonds Invest GmbH | 0.03% | Add +325.8% | 3,981 | $549K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.5% | 3,934 | $538K |
| Neuberger Berman Group LLC | 0.00% | Add +10.9% | 3,906 | $534K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 3,889 | $532K |
| Eubel Brady & Suttman Asset Management Inc. | 0.06% | New | 3,876 | $530K |
| Belpointe Asset Management LLC | 0.02% | Reduce -35.0% | 3,856 | $527K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.9% | 3,823 | $523K |
| M&T Bank Corp | 0.00% | Add +20.7% | 3,801 | $519K |
| Dockside LLC | 0.13% | — | 3,687 | $504K |
| Sims Investment Management, LLC | 0.18% | No change | 3,654 | $499K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.5% | 3,540 | $484K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +13.9% | 3,501 | $479K |
| Axq Capital, LP | 0.11% | New | 3,493 | $477K |
| Credit Agricole S A | 0.00% | Reduce -3.4% | 3,466 | $474K |
| Heritage Wealth Management, Inc. | 0.13% | Reduce -4.2% | 3,456 | $472K |
| Cerity Partners LLC | 0.00% | New | 3,442 | $470K |
| Quest Investment Management LLC | 0.05% | Reduce -38.6% | 3,436 | $470K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +27.0% | 3,398 | $464K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.0% | 3,396 | $464K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 3,390 | $463K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,354 | $458K |
| CX Institutional | 0.01% | Add +5.0% | 3,336 | $456K |
| MML Investors Services, LLC | 0.00% | Add +17.5% | 3,326 | $455K |
| Magnetar Financial LLC | 0.00% | New | 3,255 | $445K |
| Jane Street Group, LLC | 0.00% | Add +16.0% | 3,176 | $434K |
| Cwm, LLC | 0.00% | Add +48.0% | 3,158 | $432K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -6.8% | 3,151 | $431K |
| Lido Advisors, LLC | 0.00% | Add +75.5% | 3,039 | $430K |
| Marshall Wace, LLP | 0.00% | Add +104.2% | 3,136 | $429K |
| Perbak Capital Partners LLP | 0.13% | Reduce -67.5% | 3,117 | $426K |
| Essential Partners LLC | 0.13% | Add +0.3% | 3,022 | $413K |
| James Investment Research, Inc. | 0.04% | No change | 2,992 | $409K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -82.8% | 2,973 | $406K |
| S-Bank Fund Management Ltd | 0.05% | Reduce -34.9% | 2,959 | $404K |
| Intrust Bank NA | 0.03% | No change | 2,935 | $401K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.6% | 2,903 | $397K |
| GAMMA Investing LLC | 0.02% | Add +14.7% | 2,890 | $395K |
| Caisse Des Depots Et Consignations | 0.01% | No change | 2,876 | $393K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -95.6% | 2,826 | $390K |
| Bank of Nova Scotia Trust Co. | 0.03% | New | 2,818 | $385K |
| Shoker Investment Counsel, Inc. | 0.11% | Add +2.1% | 2,797 | $382K |
| Quantum Portfolio Management LLC | 0.17% | Reduce -48.0% | 2,793 | $382K |
| HORAN Wealth, LLC | 0.06% | Add +2.0% | 2,792 | $382K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,781 | $380K |
| Vise Technologies, Inc. | 0.01% | Add +6.6% | 2,760 | $377K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,730 | $373K |
| Formidable Asset Management, LLC | 0.05% | No change | 2,560 | $373K |
| Kellett Wealth Advisors, LLC | 0.21% | Add +2.1% | 2,721 | $372K |
| London Co. of Virginia | 0.00% | No change | 2,700 | $369K |
| Vident Advisory, LLC | 0.00% | Reduce -20.9% | 2,679 | $366K |
| F/m Investments LLC | 0.01% | No change | 2,626 | $359K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 2,622 | $358K |
| Brooklyn Investment Group | 0.02% | New | 2,589 | $357K |
| Merit Financial Group, LLC | 0.00% | Add +5.3% | 2,563 | $350K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -1.2% | 2,537 | $347K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,512 | $343K |
| NorthRock Partners, LLC | 0.01% | Reduce -38.1% | 2,512 | $343K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.9% | 2,465 | $337K |
| &partners | 0.00% | Reduce -0.9% | 2,437 | $333K |
| Tiaa Trust, National Association | 0.00% | Add +3.3% | 2,399 | $328K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -15.9% | 2,395 | $327K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.1% | 2,372 | $324K |
| Engineers Gate Manager LP | 0.00% | New | 2,369 | $324K |
| Shelton Capital Management | 0.01% | Reduce -8.8% | 2,342 | $320K |
| North Dakota State Investment Board | 0.01% | — | 2,339 | $320K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -26.4% | 2,334 | $319K |
| Forum Financial Management, LP | 0.00% | Add +0.0% | 2,283 | $312K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +17.5% | 2,236 | $306K |
| Severin Investments, LLC | 0.27% | Reduce -8.5% | 2,214 | $303K |
| Diversified Trust Co. | 0.01% | Reduce -3.1% | 2,213 | $302K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.7% | 2,211 | $302K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -6.2% | 2,135 | $292K |
| Verition Fund Management LLC | 0.00% | Reduce -61.0% | 2,130 | $291K |
| Independent Advisor Alliance | 0.01% | Reduce -6.8% | 2,094 | $286K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,080 | $284K |
| Leo Wealth, LLC | 0.02% | Add +7.6% | 2,066 | $282K |
| Highland Capital Management, LLC | 0.01% | Reduce -3.6% | 2,065 | $282K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -8.2% | 2,049 | $280K |
| Beacon Investment Advisors LLC | 0.11% | No change | 2,000 | $273K |
| Advisors Preferred, LLC | 0.04% | New | 1,974 | $266K |
| Croban | 0.13% | Reduce -4.5% | 1,946 | $266K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 1,930 | $264K |
| Bridgefront Capital, LLC | 0.07% | New | 1,905 | $260K |
| DRW Securities, LLC | 0.02% | New | 1,900 | $260K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.1% | 1,892 | $259K |
| HB Wealth Management, LLC | 0.00% | Add +15.8% | 1,833 | $251K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -22.1% | 1,736 | $237K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 1,724 | $236K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.6% | 1,716 | $235K |
| Index Technologies Group LLC | 0.24% | — | 1,714 | $234K |
| Enterprise Financial Services Corp | 0.12% | No change | 1,687 | $231K |
| Natixis | 0.00% | Reduce -86.2% | 1,672 | $229K |
| Sowell Financial Services LLC | 0.01% | Add +8.3% | 1,662 | $227K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -93.5% | 1,648 | $225K |
| William Blair Investment Management, LLC | 0.00% | Reduce -25.2% | 1,642 | $224K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 1,623 | $222K |
| AlphaGrep UK Ltd | 0.07% | — | 1,611 | $220K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 1,605 | $219K |
| STRS Ohio | 0.00% | Add +0.2% | 1,584 | $217K |
| World Investment Advisors | 0.00% | New | 1,576 | $215K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,557 | $213K |
| Checchi Capital Advisers, LLC | 0.01% | New | 1,554 | $212K |
| Greenleaf Trust | 0.00% | Reduce -0.3% | 1,554 | $212K |
| Ballentine Partners, LLC | 0.00% | Reduce -28.0% | 1,520 | $208K |
| Prudential PLC | 0.00% | No change | 1,499 | $205K |
| Arax Advisory Partners | 0.01% | Reduce -76.0% | 1,494 | $204K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 1,481 | $202K |
| Souders Financial Advisors | 0.02% | Add +1.4% | 1,480 | $202K |
| AlphaCore Capital LLC | 0.00% | New | 1,479 | $202K |
| Vestcor Inc | 0.01% | Add +92.2% | 1,411 | $193K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,465 | $192K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,400 | $191K |
| Acima Private Wealth, LLC | 0.06% | No change | 1,371 | $187K |
| Quantbot Technologies LP | 0.01% | New | 1,335 | $182K |
| Westerkirk Capital Inc. | 0.02% | No change | 1,300 | $178K |
| Signaturefd, LLC | 0.00% | Reduce -2.6% | 1,198 | $164K |
| National Pension Service | 0.00% | Add +87.8% | 1,183 | $162K |
| Hantz Financial Services, Inc. | 0.00% | Add +36.3% | 1,161 | $159K |
| Pin Oak Investment Advisors Inc. | 0.10% | No change | 1,125 | $147K |
| Blue Trust, Inc. | 0.00% | Add +4.0% | 1,003 | $137K |
| National Bank of Canada | 0.00% | Add +26.5% | 997 | $136K |
| MAI Capital Management | 0.00% | Add +62.9% | 982 | $134K |
| UMB Bank, n.a. | 0.00% | Add +16.0% | 943 | $129K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.9% | 918 | $125K |
| Rockefeller Capital Management L.P. | 0.00% | Add +28.6% | 916 | $125K |
| Jones Financial Companies LLLP | 0.00% | Add +1.5% | 876 | $120K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.0% | 823 | $112K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +40.1% | 751 | $103K |
| Steph & Co. | 0.03% | New | 706 | $96K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 677 | $93K |
| Dagco, Inc. | 0.02% | Add +2.2% | 651 | $89K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 600 | $82K |
| Vestor Capital, LLC | 0.01% | Add +100006.8% | 600,641 | $82K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 580 | $79K |
| Costello Asset Management, INC | 0.02% | Add +2.1% | 532 | $73K |
| Capital Analysts, LLC | 0.00% | No change | 500 | $68K |
| IFP Advisors, Inc | 0.00% | Add +5.0% | 479 | $65K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +334.9% | 474 | $65K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 414 | $57K |
| Quarry LP | 0.01% | New | 380 | $52K |
| CIBC Private Wealth Group LLC | 0.00% | Add +86.1% | 376 | $51K |
| Bessemer Group Inc. | 0.00% | No change | 368 | $51K |
| Center for Financial Planning, Inc. | 0.01% | No change | 363 | $50K |
| Los Angeles Capital Management LLC | 0.00% | New | 343 | $45K |
| Quent Capital, LLC | 0.00% | Reduce -0.3% | 317 | $43K |
| Sarver Vrooman Wealth Advisors | 0.03% | Reduce -37.6% | 289 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.0% | 284 | $39K |
| Root Financial Partners, LLC | 0.00% | Add +17.6% | 274 | $37K |
| DT Investment Partners, LLC | 0.00% | No change | 260 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +87.7% | 259 | $35K |
| Smithfield Trust Co | 0.00% | No change | 260 | $35K |
| Ancora Advisors LLC | 0.00% | New | 214 | $29K |
| Global Retirement Partners, LLC | 0.00% | Add +904.8% | 211 | $29K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 210 | $29K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 204 | $28K |
| DV Trading LLC | 0.00% | — | 200 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 196 | $27K |
| Optiver Holding B.V. | 0.00% | New | 180 | $25K |
| Rothschild Investment LLC | 0.00% | Add +1680.0% | 178 | $24K |
| Private Trust Co. NA | 0.00% | Reduce -16.6% | 171 | $23K |
| Assetmark, Inc. | 0.00% | Add +57.6% | 156 | $21K |
| Triumph Capital Management | 0.00% | New | 150 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 150 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.2% | 140 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 129 | $18K |
| Matrix Trust Co | 0.00% | Reduce -0.8% | 119 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 97 | $13K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 91 | $12K |
| Covestor Ltd | 0.01% | Reduce -3.3% | 87 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 86 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 85 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.1% | 90 | $12K |
| Zions Bancorporation, National Association | 0.00% | New | 78 | $11K |
| Stone House Investment Management, LLC | 0.00% | New | 77 | $11K |
| Miller Wealth Advisors, LLC | 0.00% | No change | 75 | $10K |
| Bullseye Investment Management, LLC | 0.01% | New | 70 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 66 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 65 | $9K |
| Lodestone Wealth Management LLC | 0.00% | New | 65 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 65 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 61 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $8K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 61 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +86.7% | 56 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +27.3% | 56 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.3% | 55 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | — | 50 | $7K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 50 | $7K |
| Kingdom Financial Group LLC. | 0.00% | New | 49 | $7K |
| Elyxium Wealth, LLC | 0.00% | New | 41 | $6K |
| WealthCollab, LLC | 0.00% | No change | 40 | $5K |
| Innovative Advisory Group, LLC | 0.00% | No change | 38 | $5K |
| Hilltop National Bank | 0.00% | No change | 37 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Add +6.7% | 32 | $4K |
| Westside Investment Management, Inc. | 0.00% | New | 32 | $4K |
| Torren Management, LLC | 0.00% | — | 32 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -3.1% | 31 | $4K |
| Rossby Financial, LCC | 0.00% | New | 30 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -3.2% | 30 | $4K |
| Concord Wealth Partners | 0.00% | No change | 28 | $4K |
| NewEdge Advisors, LLC | 0.00% | Add +22.7% | 27 | $4K |
| Jessup Wealth Management, Inc | 0.00% | New | 26 | $4K |
| Cornerstone Financial Management LLC | 0.00% | — | 25 | $3K |
| Huntington National Bank | 0.00% | Add +242.9% | 24 | $3K |
| Activest Wealth Management | 0.00% | New | 23 | $3K |
| LRI Investments, LLC | 0.00% | No change | 23 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 21 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -58.3% | 20 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 19 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +13.3% | 17 | $2K |
| High Note Wealth, LLC | 0.00% | New | 16 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 16 | $2K |
| Optima Capital LLC | 0.00% | New | 16 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 15 | $2K |
| Sachetta, LLC | 0.00% | No change | 14 | $2K |
| CVA Family Office, LLC | 0.00% | Add +40.0% | 14 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 13 | $2K |
| Addison Advisors LLC | 0.00% | Add +57.1% | 11 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 11 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +11.1% | 10 | $1K |
| True Wealth Design, LLC | 0.00% | Add +11.1% | 10 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Add +80.0% | 9 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 9 | $1K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 9 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -38.5% | 8 | $1K |
| Networth Advisors, LLC | 0.00% | — | 8 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 8 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 7 | $957 |
| Spire Wealth Management | 0.00% | Add +16.7% | 7 | $957 |
| Bare Financial Services, Inc | 0.00% | No change | 5 | $683 |
| Financial Consulate, Inc. | 0.00% | No change | 4 | $547 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $547 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $547 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $274 |
| 1015 Capital Partners, LLC | 0.00% | — | 2 | $273 |
| Harbour Investments, Inc. | 0.00% | New | 2 | $273 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $224 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $137 |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 1 | $137 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -80.0% | 1 | $137 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $82 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is AFG's weight in each manager's 13F, not the share of American Financial Group Inc. the manager owns.