AflacAFL

13F holders, Q1 2024 (March 31)
1,420holders
8famous investors
$85.72avg. 13F price*

At the end of Q1 2024, 1,420 institutions reported holding Aflac Inc. (AFL) in their 13F filings. The largest holders were Japan Post Holdings Co., Ltd. ($4.5B), Vanguard Group Inc. ($4.4B) and BlackRock Inc. ($3.5B). 8 famous investors held it, including John W. Rogers Jr. (0.5% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Aflac Inc.
Sector
Finance
CUSIP
001055102
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions100$136.6M
Exits95$139.0M

Ownership 1,420 holders

Japan Post Holdings Co., Ltd. 100.00% No change 52,300,000 $4.5B
Vanguard Group Inc. 0.09% Reduce -1.4% 51,731,710 $4.4B
BlackRock Inc. 0.08% Reduce -2.6% 41,082,907 $3.5B
State Street Corp. 0.10% Reduce -1.2% 25,832,736 $2.2B
Wells Fargo & Company 0.37% Add +0.5% 16,275,339 $1.4B
Geode Capital Management, LLC 0.10% Add +2.6% 12,351,867 $1.1B
Morgan Stanley 0.06% Reduce -6.3% 8,791,268 $754.8M
Northern Trust Corp. 0.10% Reduce -4.8% 6,559,130 $563.2M
First Trust Advisors LP 0.47% Reduce -0.8% 5,377,589 $461.7M
Alliancebernstein L.P. 0.15% Reduce -3.2% 4,955,333 $425.5M
Legal & General Group Plc 0.12% Reduce -1.5% 4,701,668 $403.7M
JPMorgan Chase & Co. 0.04% Add +17.2% 4,625,330 $397.1M
Dimensional Fund Advisors LP 0.11% Add +1.0% 4,521,503 $388.2M
LSV Asset Management 0.80% Reduce -2.7% 4,491,506 $385.6M
Invesco Ltd. 0.08% Add +0.0% 4,381,562 $376.2M
Bank of New York Mellon Corp 0.06% Reduce -4.2% 3,789,584 $325.4M
Bank of America Corp. 0.03% Add +9.6% 3,639,562 $312.5M
Goldman Sachs Group Inc. 0.06% Reduce -9.0% 3,459,954 $297.1M
Norges Bank 0.04% Add +37.2% 3,290,583 $282.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -1.7% 3,218,651 $276.4M
Charles Schwab Investment Management Inc. 0.06% Add +0.8% 3,214,759 $276.0M
UBS Group AG 0.06% Add +25.4% 2,290,710 $196.7M
APG Asset Management N.V. 0.33% Add +4.0% 2,397,564 $190.6M
Guinness Asset Management LTD 3.95% Reduce -1.2% 2,211,891 $189.9M
ProShare Advisors LLC 0.48% Reduce -1.5% 2,102,621 $180.5M
Robeco Institutional Asset Management B.V. 0.37% Reduce -23.0% 1,969,763 $169.1M
American Century Companies Inc. 0.10% Reduce -6.2% 1,845,019 $158.4M
Nordea Investment Management AB 0.18% Add +6.7% 1,806,475 $155.1M
Deutsche Bank AG 0.07% Reduce -23.9% 1,662,812 $142.8M
Swiss National Bank 0.10% Reduce -5.8% 1,662,600 $142.8M
Assetmark, Inc. 0.44% Reduce -0.1% 1,575,394 $135.3M
Barclays PLC 0.06% Reduce -15.1% 1,565,694 $134.4M
Maj Invest Holding A/S 3.56% Reduce -4.3% 1,529,832 $131.3M
National Pension Service 0.16% Add +2.8% 1,524,664 $130.9M
Truist Financial Corp. 0.20% Add +53.7% 1,523,815 $130.8M
Nuveen Asset Management, LLC 0.04% Reduce -1.5% 1,523,272 $130.8M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -2.0% 1,512,812 $129.9M
California Public Employees Retirement System 0.09% Add +35.2% 1,502,318 $129.0M
Synovus Financial Corp. 1.47% Add +12.3% 1,318,974 $113.2M
Credit Suisse AG/ 0.11% Reduce -2.3% 1,285,623 $110.4M
Rhumbline Advisers 0.10% Add +0.1% 1,260,425 $108.2M
Amundi 0.05% Reduce -19.6% 1,323,479 $107.2M
Brandywine Global Investment Management, LLC 0.76% Add +7.8% 1,215,358 $104.4M
Royal Bank of Canada 0.03% Reduce -0.8% 1,212,227 $104.1M
FMR LLC 0.01% Reduce -0.7% 1,095,052 $94.0M
HSBC Holdings PLC 0.07% Add +2.0% 1,091,328 $93.7M
Ameriprise Financial Inc. 0.02% Add +10.6% 1,019,568 $87.5M
CANADA LIFE ASSURANCE Co 0.17% Reduce -6.1% 990,532 $85.1M
Captrust Financial Advisors 0.31% Add +0.7% 980,236 $84.2M
Envestnet Asset Management Inc. 0.03% Add +1.2% 974,495 $83.7M
Bank Julius Baer & Co. Ltd, Zurich 0.31% Reduce -0.6% 951,430 $81.6M
Schroder Investment Management Group 0.10% Add +94.3% 940,969 $80.8M
California State Teachers Retirement System 0.10% Reduce -0.7% 901,850 $77.4M
T. Rowe Price Associates Inc. 0.01% Add +1.4% 882,906 $75.8M
LPL Financial LLC 0.04% Add +3.7% 869,527 $74.7M
Clark Capital Management Group, Inc. 0.54% Reduce -14.7% 836,565 $71.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.25% Reduce -9.3% 824,649 $70.8M
TCTC Holdings, LLC 2.34% No change 819,138 $70.3M
Pictet Asset Management Holding SA 0.08% Add +2.5% 815,176 $70.0M
Raymond James & Associates 0.05% Add +7.2% 792,420 $68.0M
Raymond James Financial Services Advisors, Inc. 0.09% Add +6.1% 722,614 $62.0M
Franklin Resources Inc. 0.02% Add +34.9% 716,132 $61.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +13.9% 708,248 $60.8M
Agf Management Ltd. 0.32% Reduce -1.7% 676,550 $58.1M
Bank of Montreal 0.02% Reduce -10.5% 675,193 $58.1M
Principal Financial Group Inc. 0.03% Add +0.6% 666,837 $57.3M
Stifel Financial Corp. 0.07% Add +4.9% 664,673 $57.1M
Donaldson Capital Management, LLC 2.31% Add +0.1% 645,146 $55.4M
Corient Private Wealth LP 0.10% Reduce -0.6% 644,589 $55.3M
Vest Financial, LLC 1.46% Add +26.9% 641,956 $55.1M
Storebrand Asset Management As 0.19% Reduce -0.3% 638,933 $54.9M
BNP Paribas Financial Markets 0.07% Add +0.4% 638,831 $54.9M
QRG Capital Management, Inc. 0.68% Reduce -0.4% 627,888 $53.9M
Boston Partners 0.06% Reduce -74.9% 620,187 $53.2M
Citigroup Inc. 0.05% Add +19.5% 568,361 $48.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -0.4% 564,077 $48.4M
New York State Common Retirement Fund 0.06% Reduce -8.5% 556,083 $47.7M
Allianz Asset Management GmbH 0.08% Reduce -8.3% 549,530 $47.2M
State Board of Administration of Florida Retirement System 0.11% Add +3.3% 718,067 $46.3M
Ariel Investments 0.45% Reduce -0.2% 538,133 $46.2M
Nomura Asset Management Co. Ltd. 0.17% Add +7.3% 534,674 $45.9M
Greatmark Investment Partners, Inc. 6.41% Reduce -0.5% 523,248 $44.9M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +33.8% 506,832 $43.4M
Russell Investments Group, Ltd. 0.07% Add +1.4% 493,455 $42.3M
Retirement Systems of Alabama 0.16% Reduce -0.2% 491,786 $42.2M
Polar Capital Holdings Plc 0.22% No change 485,000 $41.6M
New York State Teachers Retirement System 0.08% Reduce -3.6% 473,505 $40.7M
AQR Capital Management 0.07% Add +50.8% 469,048 $40.3M
Conning Inc. 1.35% Add +15.3% 461,588 $39.6M
KBC Group NV 0.12% Add +62.8% 454,877 $39.1M
Rockefeller Capital Management L.P. 0.11% Reduce -2.2% 440,675 $37.8M
Prudential Financial Inc. 0.05% Reduce -3.8% 436,732 $37.5M
DekaBank Deutsche Girozentrale 0.07% Add +16.6% 438,578 $37.4M
HighTower Advisors, LLC 0.06% Add +0.3% 430,768 $37.0M
O'shaughnessy Asset Management, LLC 0.41% Add +36.8% 426,109 $36.6M
Caisse de depot et placement du Quebec 0.09% Add +204.9% 417,122 $35.8M
Sabal Trust CO 2.05% Reduce -1.4% 411,201 $35.3M
Roffman Miller Associates Inc. 2.24% Add +0.2% 390,656 $33.5M
Welch & Forbes LLC 0.46% Reduce -11.1% 389,064 $33.4M
D. E. Shaw & Co. 0.05% Add +8.1% 383,187 $32.9M
Pinebridge Investments, L.P. 0.26% New 382,042 $32.8M
Korea Investment CORP 0.08% Reduce -19.4% 378,442 $32.5M
Gateway Investment Advisers LLC 0.37% Reduce -9.4% 374,762 $32.2M
Man Group plc 0.09% Add +52.7% 370,873 $31.8M
Citadel Advisors 0.03% Add +385.7% 370,412 $31.8M
Victory Capital Management Inc. 0.03% Reduce -13.8% 352,761 $30.3M
Trillium Asset Management, LLC 0.76% Reduce -13.8% 349,213 $30.0M
Raymond James Trust N.A. 0.73% Reduce -0.1% 348,726 $29.9M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Reduce -0.9% 348,711 $29.9M
Royal London Asset Management Ltd. 0.07% Add +1.0% 341,930 $29.4M
Henshaw Capital LLC 1.35% No change 337,000 $28.9M
Toronto Dominion Bank 0.04% Add +79.1% 332,683 $28.6M
State of Wisconsin Investment Board 0.08% Add +7.2% 331,235 $28.4M
Franklin Street Advisors Inc. 2.10% Reduce -4.9% 330,532 $28.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -15.9% 324,929 $27.9M
State of New Jersey Common Pension Fund D 0.08% No change 323,144 $27.7M
Swedbank AB 0.04% Add +3.7% 321,317 $27.6M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.7% 314,505 $27.0M
Cetera Investment Advisers 0.06% Add +161.0% 311,239 $26.7M
Danske Bank A/S 0.08% — 303,496 $26.1M
Sei Investments Co. 0.04% Add +0.9% 301,433 $25.9M
Janney Montgomery Scott LLC 0.08% Reduce -4.5% 298,542 $25.6M
Aberdeen Group plc 0.05% Reduce -0.4% 297,101 $25.5M
Willis Investment Counsel 1.75% Reduce -21.2% 296,624 $25.5M
PhiloSmith Capital Corp 7.12% No change 295,800 $25.4M
Waters Parkerson & Co., LLC 1.30% Reduce -2.3% 295,578 $25.4M
Schaper Benz & Wise Investment Counsel Inc. 2.11% Reduce -4.6% 293,996 $25.2M
Commonwealth Equity Services, LLC 0.04% Reduce -19.2% 285,847 $24.5M
Achmea Investment Management B.V. 0.45% Add +2.5% 274,766 $23.6M
Natixis Advisors, LLC 0.05% Add +6.3% 269,812 $23.2M
Treasurer of the State of North Carolina 0.10% Reduce -5.6% 266,518 $22.9M
National Bank of Canada 0.04% Add +6.8% 261,821 $22.5M
Destination Wealth Management 0.74% Reduce -1.1% 258,713 $22.2M
Public Employees Retirement System of Ohio 0.09% Reduce -9.5% 258,587 $22.2M
Aviva PLC 0.07% Add +0.4% 251,025 $21.6M
Hyman Charles D 1.18% Add +0.8% 249,495 $21.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +5.7% 249,274 $21.4M
Nisa Investment Advisors, LLC 0.14% Reduce -5.9% 247,667 $21.3M
Bridgewater Associates 0.11% Add +7.6% 245,323 $21.1M
Danica Pension, Livsforsikringsaktieselskab 0.45% — 237,857 $20.4M
Jane Street Group, LLC 0.03% Add +108.2% 237,251 $20.4M
Swiss Life Asset Management Ltd 0.28% Add +40.9% 236,878 $20.3M
Intech Investment Management LLC 0.29% Add +84.9% 236,407 $20.3M
Glenmede Trust Co. NA 0.10% Reduce -29.0% 224,984 $19.3M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -18.1% 224,500 $19.3M
Canada Pension Plan Investment Board 0.02% Add +201.5% 223,141 $19.2M
Asset Management One Co., Ltd. 0.07% Reduce -11.3% 220,897 $19.0M
JNBA Financial Advisors 1.98% Reduce -0.4% 219,587 $18.9M
PNC Financial Services Group, Inc. 0.01% Reduce -0.8% 212,278 $18.2M
AE Wealth Management LLC 0.21% Add +9.4% 211,832 $18.2M
Creative Planning 0.02% Add +4.6% 207,392 $17.8M
Keybank National Association 0.07% Reduce -0.2% 206,590 $17.7M
Cullinan Associates Inc. 0.99% Reduce -14.3% 206,586 $17.7M
US Bancorp \de 0.02% Reduce -3.0% 206,404 $17.7M
Moran Wealth Management, LLC 0.57% Reduce -2.1% 203,593 $17.5M
Tocqueville Asset Management L.P. 0.29% Add +0.9% 203,300 $17.5M
Huntington National Bank 0.19% Reduce -2.5% 201,447 $17.3M
Baird Financial Group, Inc. 0.04% Reduce -2.5% 195,676 $16.8M
Regions Financial Corp. 0.13% Add +302.4% 193,520 $16.6M
Neuberger Berman Group LLC 0.01% Reduce -6.1% 191,054 $16.4M
PGGM Investments 0.24% Reduce -1.7% 190,775 $16.4M
Yousif Capital Management, LLC 0.18% Reduce -3.6% 190,616 $16.4M
Resona Asset Management Co.,Ltd. 0.10% — 188,040 $16.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Add +2.6% 187,939 $16.1M
HM Payson & Co. 0.30% Add +0.2% 185,555 $15.9M
Rafferty Asset Management, LLC 0.06% Reduce -1.8% 185,160 $15.9M
Oppenheimer & Co. Inc. 0.26% Add +1.8% 184,859 $15.9M
TD Asset Management Inc 0.01% Reduce -0.5% 184,509 $15.8M
Voya Investment Management LLC 0.02% Reduce -5.1% 179,854 $15.4M
Comerica Bank 0.06% Reduce -3.2% 175,475 $15.1M
Osaic Holdings, Inc. 0.03% Reduce -61.0% 171,412 $14.7M
Susquehanna International Group, LLP 0.02% Reduce -6.1% 170,133 $14.6M
Teacher Retirement System of Texas 0.09% Reduce -15.7% 169,340 $14.5M
Illinois Municipal Retirement Fund 0.22% Add +7.1% 166,737 $14.3M
Cerity Partners LLC 0.04% Add +13.2% 165,318 $14.2M
SG Americas Securities, LLC 0.07% Add +97.1% 165,154 $14.2M
Mather Group, Llc. 0.22% Reduce -0.2% 171,443 $14.1M
Cresset Asset Management, LLC 0.07% Add +3.8% 162,054 $13.9M
Lawson Kroeker Investment Management Inc. 2.63% Reduce -1.9% 161,613 $13.9M
Handelsbanken Fonder AB 0.06% Reduce -25.7% 160,662 $13.8M
Arizona State Retirement System 0.09% Add +0.3% 159,313 $13.7M
State of Tennessee, Department of Treasury 0.05% Add +8.2% 156,014 $13.4M
AMF Tjanstepension AB 0.10% No change 155,242 $13.3M
Forsta Ap-Fonden 0.11% Add +8.8% 155,000 $13.3M
Farmers & Merchants Investments Inc. 0.45% Reduce -0.3% 154,908 $13.3M
Varma Mutual Pension Insurance Co 0.12% New 154,900 $13.3M
State of Michigan Retirement System 0.07% Reduce -0.9% 154,507 $13.3M
Allen Mooney & Barnes Investment Advisors LLC 2.53% Add +0.1% 165,653 $13.2M
Richard C. Young & CO., LTD. 1.65% Add +0.8% 153,274 $13.2M
Wilmington Savings Fund Society, FSB 0.50% — 151,911 $13.0M
Cambria Investment Management, L.P. 0.76% Reduce -5.3% 147,024 $12.6M
American International Group, Inc. 0.04% Reduce -1.4% 142,788 $12.3M
SpiderRock Advisors, LLC 0.40% — 144,224 $12.2M
Commerce Bank 0.08% Reduce -0.9% 141,712 $12.2M
Beck Bode, LLC 2.48% Add +10.1% 141,493 $12.1M
U.S. Capital Wealth Advisors, LLC 0.47% Add +6.3% 141,440 $12.1M
Ilmarinen Mutual Pension Insurance Co 0.15% Reduce -4.5% 141,317 $12.1M
AXA S.A. 0.04% Add +17.7% 141,015 $12.1M
Quantinno Capital Management LP 0.26% Add +186.1% 140,914 $12.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.0% 139,665 $12.0M
Southeast Asset Advisors, LLC 1.44% Add +0.0% 139,166 $11.9M
Mariner, LLC 0.02% Add +4.7% 138,732 $11.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +17.0% 167,204 $11.9M
Cibc World Markets Corp. 0.08% Add +8.4% 134,643 $11.6M
Calamos Advisors LLC 0.08% Reduce -2.5% 133,464 $11.5M
USS Investment Management Ltd 0.09% Reduce -2.6% 132,507 $11.4M
Pathstone Holdings, LLC 0.05% Add +16.0% 129,961 $11.2M
DAVENPORT & Co LLC 0.07% Add +24.5% 128,662 $11.0M
Northwest & Ethical Investments L.P. 0.31% Add +31.6% 125,753 $10.8M
Mattern Capital Management, LLC 1.46% Add +1.3% 125,485 $10.8M
Wellington Management Group LLP 0.00% Reduce -4.7% 125,017 $10.7M
MetLife Investment Management, LLC 0.07% Reduce -4.5% 124,309 $10.7M
Cannell & Spears LLC 0.22% New 123,751 $10.6M
IFM Investors Pty Ltd 0.12% Reduce -2.9% 123,552 $10.6M
Core Alternative Capital 1.87% Reduce -8.3% 121,787 $10.5M
Guggenheim Capital LLC 0.07% Reduce -16.3% 121,555 $10.4M
Ethic Inc. 0.26% Add +5.6% 121,059 $10.4M
Auxier Asset Management LLC 1.56% Reduce -0.6% 119,269 $10.2M
Assenagon Asset Management S.A. 0.03% Add +24.8% 118,162 $10.1M
Mizuho Markets Americas LLC 0.28% Add +101.9% 117,445 $10.1M
Andra AP-fonden 0.18% New 117,300 $10.1M
State of Alaska, Department of Revenue 0.11% Reduce -9.0% 116,144 $10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -0.8% 115,564 $9.9M
South Dakota Investment Council 0.20% Reduce -2.5% 114,654 $9.8M
Holocene Advisors, LP 0.04% New 114,002 $9.8M
Amalgamated Bank 0.08% Reduce -21.9% 112,820 $9.7M
Foster & Motley Inc. 0.66% Reduce -1.1% 111,770 $9.6M
Fifth Third Bancorp 0.04% Reduce -11.7% 111,562 $9.6M
M&T Bank Corp 0.03% Add +4.5% 109,200 $9.4M
Texas Permanent School Fund Corp. 0.07% Reduce -0.9% 108,825 $9.3M
Banque Pictet & Cie SA 0.10% Reduce -0.8% 108,123 $9.3M
Ensign Peak Advisors, Inc 0.02% Add +1.1% 108,080 $9.3M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -36.6% 107,479 $9.2M
NewEdge Advisors, LLC 0.08% Reduce -8.0% 106,810 $9.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +2027.1% 105,314 $9.0M
Gotham Asset Management 0.13% Add +13.3% 102,543 $8.8M
Millennium Management 0.01% Add +194.7% 100,886 $8.7M
Utah Retirement Systems 0.10% Reduce -1.6% 100,745 $8.6M
JGP Wealth Management, LLC 1.25% Reduce -6.9% 100,537 $8.6M
Meiji Yasuda Asset Management Co Ltd. 0.36% Reduce -11.9% 98,872 $8.5M
Regal Investment Advisors LLC 0.58% Reduce -3.0% 98,447 $8.5M
Cibc World Market Inc. 0.02% Add +289.7% 97,782 $8.4M
DNB Asset Management AS 0.04% Reduce -35.3% 97,130 $8.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 97,000 $8.3M
Contravisory Investment Management, Inc. 1.84% Reduce -1.4% 96,904 $8.3M
GAM Holding AG 0.58% Add +0.4% 93,636 $8.0M
Crossmark Global Holdings, Inc. 0.15% Add +8.0% 92,926 $8.0M
Marco Investment Management LLC 0.75% Reduce -0.8% 92,796 $8.0M
Czech National Bank 0.10% Reduce -0.6% 92,623 $8.0M
Leavell Investment Management, Inc. 0.46% Reduce -6.8% 92,520 $7.9M
Cubic Asset Management, LLC 1.88% Reduce -2.3% 92,389 $7.9M
Avantax Advisory Services, Inc. 0.07% Reduce -10.4% 92,148 $7.9M
CIBC Asset Management Inc 0.03% Add +1.5% 91,902 $7.9M
Advisors Asset Management, Inc. 0.15% Add +0.5% 90,889 $7.8M
Van Eck Associates Corp. 0.01% Add +6.9% 90,505 $7.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 3.04% — 88,229 $7.6M
S&co Inc. 0.53% Reduce -2.0% 87,590 $7.5M
Railway Pension Investments Ltd 0.07% No change 86,900 $7.5M
Steward Partners Investment Advisory, LLC 0.08% Add +4.8% 85,844 $7.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.1% 85,052 $7.3M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -15.7% 84,368 $7.2M
Public Sector Pension Investment Board 0.05% Reduce -0.3% 83,080 $7.1M
Kwmg, LLC 0.77% Add +0.2% 81,871 $7.0M
Xponance LLC 0.07% Add +6.7% 81,484 $7.0M
Liberty Capital Management, Inc. 1.71% Reduce -1.9% 80,748 $6.9M
CI Investments Inc. 0.03% Reduce -0.1% 80,674 $6.9M
Baker Avenue Asset Management, LP 0.27% Add +0.6% 80,577 $6.9M
Great Lakes Advisors, LLC 0.06% Reduce -3.9% 79,687 $6.8M
Citizens National Bank Trust Department 1.59% Reduce -1.0% 79,648 $6.8M
New York Life Investment Management LLC 0.07% Reduce -4.2% 79,543 $6.8M
MML Investors Services, LLC 0.03% Reduce -22.1% 79,523 $6.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -7.0% 79,469 $6.8M
Stolper Co 2.45% Add +1.3% 79,233 $6.8M
Toth Financial Advisory Corp. 0.85% Reduce -1.9% 79,099 $6.8M
Palisade Asset Management, LLC 0.66% No change 79,020 $6.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Add +18.1% 78,919 $6.8M
Prudential PLC 0.06% Add +16.5% 78,457 $6.7M
Natixis 0.04% Add +257.5% 78,432 $6.7M
Macquarie Group Ltd. 0.01% Add +7.7% 78,102 $6.7M
Pittenger & Anderson Inc. 0.27% No change 78,059 $6.7M
Benjamin F. Edwards & Company, Inc. 0.12% Add +0.1% 77,657 $6.7M
Orion Porfolio Solutions, LLC 0.07% Reduce -0.9% 76,291 $6.6M
Orion Portfolio Solutions, LLC 0.07% Reduce -0.9% 76,291 $6.6M
Prospera Financial Services Inc 0.19% Reduce -0.1% 75,264 $6.5M
First National Trust Co 0.26% Reduce -10.7% 74,879 $6.4M
Nicholas Wealth, LLC. 4.93% Add +11.1% 74,291 $6.4M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Reduce -14.2% 73,796 $6.3M
Modera Wealth Management, LLC 0.10% Reduce -0.7% 73,300 $6.3M
Hudson Edge Investment Partners Inc. 1.21% Add +11.2% 72,384 $6.2M
Bank of Nova Scotia 0.01% Reduce -5.9% 71,133 $6.1M
Capital Fund Management S.A. 0.07% Reduce -13.3% 71,131 $6.1M
Meritage Portfolio Management 0.39% Reduce -5.9% 71,090 $6.1M
Estabrook Capital Management 0.94% Reduce -8.6% 70,727 $6.1M
Janus Henderson Group PLC 0.00% Reduce -35.5% 70,548 $6.1M
Kestra Advisory Services, LLC 0.04% Add +14.6% 70,181 $6.0M
Nissay Asset Management Corp. /Japan 0.04% Reduce -4.8% 69,832 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -3.1% 69,018 $5.9M
Zega Financial, LLC 2.53% Add +0.7% 68,035 $5.8M
AdvisorShares Investments LLC 1.07% Add +60.1% 67,304 $5.8M
Thomasville National Bank 0.47% Reduce -0.6% 66,860 $5.7M
Alkeme Wealth, LLC 2.64% Reduce -0.7% 67,800 $5.7M
ING Groep NV 0.04% New 66,375 $5.7M
Pacer Advisors, Inc. 0.01% Reduce -18.4% 66,347 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +2.0% 66,283 $5.7M
Radnor Capital Management, LLC 0.95% Reduce -0.1% 64,992 $5.6M
Mackenzie Financial Corp. 0.01% Add +3.3% 64,300 $5.5M
Monarch Capital Management Inc. 1.56% Reduce -0.1% 64,284 $5.5M
Los Angeles Capital Management LLC 0.02% Reduce -13.3% 63,981 $5.5M
HB Wealth Management, LLC 0.07% Add +10.6% 63,520 $5.5M
Coldstream Capital Management Inc. 0.14% Reduce -1.5% 63,458 $5.4M
Peninsula Asset Management Inc. 2.91% Reduce -0.3% 63,175 $5.4M
Wallington Asset Management, LLC 0.83% Reduce -0.7% 61,660 $5.3M
FinTrust Capital Advisors, LLC 1.01% Add +3.5% 61,143 $5.2M
Hollow Brook Wealth Management LLC 1.94% No change 61,031 $5.2M
Guardian Capital Advisors LP 0.55% Reduce -4.3% 63,515 $5.1M
LMG Wealth Partners, LLC 1.28% Reduce -17.4% 59,284 $5.1M
Vanguard Personalized Indexing Management, LLC 0.11% Add +3.0% 58,801 $5.0M
Burney Co./ 0.19% Reduce -3.3% 58,787 $5.0M
Federation des caisses Desjardins du Quebec 0.04% Add +67.9% 59,235 $5.0M
Coastline Trust Co 0.60% Reduce -2.6% 58,250 $5.0M
Jacobi Capital Management LLC 0.46% Reduce -5.9% 57,798 $5.0M
Ameritas Investment Partners, Inc. 0.17% Reduce -1.6% 57,078 $4.9M
Somerset Trust Co 1.98% Add +1.3% 56,495 $4.9M
Vident Advisory, LLC 0.10% Add +590.0% 55,618 $4.8M
Cornerstone Wealth Management, LLC 0.38% Add +1.7% 55,263 $4.7M
Wealthfront Advisers LLC 0.02% Reduce -2.5% 53,987 $4.6M
Daiwa Securities Group Inc. 0.03% Add +7.5% 53,973 $4.6M
Kelly Lawrence W & Associates Inc. 1.06% Reduce -3.3% 53,615 $4.6M
Institutional & Family Asset Management, LLC 0.73% Reduce -10.0% 53,505 $4.6M
Kestra Private Wealth Services, LLC 0.10% Reduce -0.8% 53,427 $4.6M
Mission Wealth Management, LP 0.12% Add +1.0% 53,253 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +0.3% 53,225 $4.6M
LBMC Investment Advisors, LLC 0.39% Reduce -3.0% 52,905 $4.5M
Signaturefd, LLC 0.10% Add +1.1% 52,511 $4.5M
Vontobel Holding Ltd. 0.04% Reduce -43.5% 51,846 $4.5M
Albion Financial Group 0.34% Reduce -0.6% 51,651 $4.4M
Kinloch Capital, LLC 2.27% Add +4.6% 51,392 $4.4M
Elo Mutual Pension Insurance Co 0.10% Add +3.0% 50,726 $4.4M
Parallax Volatility Advisers, L.P. 0.14% Add +9.4% 50,462 $4.3M
Daiichi Life Insurance Co., Ltd. 0.10% No change 49,560 $4.3M
Azimuth Capital Investment Management LLC 0.17% Reduce -3.1% 49,150 $4.2M
YHB Investment Advisors, Inc. 0.37% Reduce -2.4% 49,078 $4.2M
City Holding Co. 0.62% Reduce -1.0% 48,076 $4.1M
Beacon Pointe Advisors, LLC 0.05% Reduce -3.7% 47,548 $4.1M
Gulf International Bank (UK) Ltd 0.10% Add +0.4% 47,346 $4.1M
Edmp, Inc. 3.39% Add +0.4% 47,321 $4.1M
Advisory Resource Group 0.93% Add +12.8% 47,188 $4.1M
Turtle Creek Wealth Advisors, LLC 0.99% Add +25.4% 47,181 $4.1M
NovaPoint Capital, LLC 1.41% Reduce -8.6% 46,869 $4.0M
Tidal Investments LLC 0.07% Add +12.8% 46,783 $4.0M
Degroof Petercam Asset Management 0.05% No change 46,500 $4.0M
Unigestion Holding SA 0.19% Reduce -3.0% 46,346 $4.0M
Long Road Investment Counsel, LLC 1.65% Reduce -11.1% 45,700 $3.9M
Siemens Fonds Invest GmbH 0.30% Reduce -0.5% 45,622 $3.9M
Unison Advisors LLC 0.38% Add +0.6% 45,105 $3.9M
Oregon Public Employees Retirement Fund 0.08% Reduce -46.0% 45,023 $3.9M
QV Investors Inc. 0.33% Reduce -1.9% 44,860 $3.9M
Liberty One Investment Management, LLC 0.43% Add +5.7% 44,691 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -6.7% 44,281 $3.8M
Westpac Banking Corp. 0.29% Add +5.1% 44,281 $3.8M
North Star Asset Management Inc. 0.18% Reduce -1.8% 44,058 $3.8M
Parsons Capital Management Inc. 0.26% Reduce -1.2% 44,017 $3.8M
Lido Advisors, LLC 0.03% Add +0.5% 43,268 $3.7M
SYSTM Wealth Solutions LLC 0.47% Add +51.6% 43,209 $3.7M
Peapack Gladstone Financial Corp. 0.06% Reduce -1.7% 43,005 $3.7M
Maryland State Retirement & Pension System 0.07% No change 45,961 $3.7M
Brendel Financial Advisors LLC 4.18% Add +1437.5% 42,526 $3.7M
Certified Advisory Corp 0.50% Reduce -0.1% 41,924 $3.6M
Park Avenue Securities LLC 0.05% Reduce -11.7% 41,737 $3.6M
Choate Investment Advisors 0.10% Reduce -0.3% 41,702 $3.6M
Dorsey Wright & Associates 0.92% Reduce -0.1% 41,164 $3.5M
IFG Advisory, LLC 0.26% Reduce -4.2% 40,921 $3.5M
Court Place Advisors, LLC 1.12% No change 40,301 $3.5M
Independent Advisor Alliance 0.12% Add +1.7% 40,158 $3.4M
Evercore Wealth Management, LLC 0.05% Reduce -1.7% 40,149 $3.4M
Kentucky Retirement Systems 0.10% Reduce -6.0% 39,978 $3.4M
CIBC Private Wealth Group LLC 0.01% Add +5.3% 39,734 $3.4M
Fiduciary Trust Co 0.05% Reduce -3.9% 39,347 $3.4M
WCG Wealth Advisors LLC 0.28% Add +3.4% 38,711 $3.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +3.0% 38,400 $3.3M
Grey Ledge Advisors, LLC 0.93% Add +1.1% 38,389 $3.3M
Dakota Wealth Management 0.08% Add +6.0% 38,370 $3.3M
Bessemer Group Inc. 0.01% Add +213.6% 37,215 $3.2M
Delta Financial Advisors LLC 1.26% Reduce -0.1% 37,033 $3.2M
Advisory Services Network, LLC 0.07% Add +14.6% 36,925 $3.2M
Hartford Investment Management Co. 0.11% Reduce -5.7% 36,708 $3.2M
Legacy Financial Strategies, LLC 0.81% Reduce -1.7% 36,658 $3.1M
Security National Bank of So Dak 1.89% Reduce -2.4% 36,564 $3.1M
Bailard, Inc. 0.09% No change 36,517 $3.1M
Gould Capital, LLC 2.17% Reduce -5.7% 35,837 $3.1M
GPS Wealth Strategies Group, LLC 0.50% Reduce -4.4% 35,754 $3.1M
Sound View Wealth Advisors Group, LLC 0.33% Reduce -6.5% 35,660 $3.1M
D.A. Davidson & Co. 0.03% Add +3.2% 35,462 $3.0M
Ranch Capital Advisors Inc. 1.64% New 35,420 $3.0M
Triasima Portfolio Management inc. 0.25% Reduce -13.8% 35,221 $3.0M
UMB Bank, n.a. 0.05% Reduce -9.0% 35,220 $3.0M
Freestone Capital Holdings, LLC 0.11% Add +1.2% 35,125 $3.0M
Lighthouse Investment Partners, LLC 0.18% New 34,825 $3.0M
Gilliland Jeter Wealth Management LLC 1.04% Add +0.1% 34,764 $3.0M
Security National Bank of Sioux City Iowa 2.08% Reduce -2.9% 34,344 $2.9M
Ostrum Asset Management 0.23% Add +13.1% 34,011 $2.9M
Welch Group, LLC 0.14% Reduce -0.0% 33,851 $2.9M
Cornerstone Advisors, LLC 0.12% No change 33,700 $2.9M
Candriam S.C.A. 0.02% Add +1.0% 33,643 $2.9M
Virginia Wealth Management Group, Inc. 2.36% Add +0.0% 33,636 $2.9M
Mattern Wealth Management LLC 0.70% Reduce -0.8% 33,570 $2.9M
Trek Financial, LLC 0.23% Reduce -9.4% 33,541 $2.9M
Metis Global Partners, LLC 0.10% Add +0.5% 33,043 $2.8M
Wintrust Investments LLC 0.25% Reduce -1.2% 32,588 $2.8M
Eads & Heald Wealth Management 1.30% Reduce -8.7% 32,469 $2.8M
CFS Investment Advisory Services, LLC 0.47% Reduce -3.7% 32,354 $2.8M
Alberta Investment Management Corp 0.03% No change 32,300 $2.8M
Rowlandmiller & Partners.adv 0.58% Add +0.1% 32,200 $2.8M
Qube Research & Technologies Ltd 0.01% Reduce -77.5% 31,964 $2.7M
Bank of New Hampshire 0.72% Add +0.6% 31,945 $2.7M
Larson Financial Group LLC 0.21% Add +6.8% 31,871 $2.7M
Nations Financial Group Inc, /Ia/ 0.23% Reduce -3.4% 31,770 $2.7M
G&S Capital LLC 1.21% Reduce -0.5% 31,673 $2.7M
Walleye Trading LLC 0.04% Reduce -70.2% 31,549 $2.7M
Kesler, Norman & Wride, LLC 0.57% Reduce -9.9% 31,251 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -7.9% 31,005 $2.7M
Credit Agricole S A 0.05% Add +106.7% 32,797 $2.7M
Bell Bank 0.23% Reduce -0.0% 30,904 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -5.0% 30,600 $2.6M
Atria Investments, Inc 0.04% Add +87.1% 30,285 $2.6M
Federated Hermes, Inc. 0.01% Add +82.3% 30,281 $2.6M
Concurrent Investment Advisors, LLC 0.11% Reduce -10.7% 30,134 $2.6M
Good Life Advisors, LLC 0.23% Reduce -2.2% 30,032 $2.6M
Family Firm, Inc. 0.63% Add +0.0% 29,917 $2.6M
Atlantic Union Bankshares Corp 0.21% Add +4.0% 29,700 $2.6M
Lake Street Advisors Group, LLC 0.12% Add +1.6% 29,020 $2.5M
Apollon Wealth Management, LLC 0.08% Reduce -0.1% 28,892 $2.5M
Haverford Trust Co 0.03% Reduce -8.2% 28,778 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -13.2% 28,727 $2.5M
Canandaigua National Bank & Trust Co. 0.36% Reduce -0.3% 28,632 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -3.5% 28,478 $2.4M
Great Diamond Partners, LLC 0.56% Add +141.3% 28,377 $2.4M
Chesapeake Asset Management LLC 2.40% No change 28,251 $2.4M
Empowered Funds, LLC 0.04% Add +78.2% 28,101 $2.4M
Regency Capital Management Inc.\DE 1.52% New 27,741 $2.4M
Cwm, LLC 0.01% Reduce -1.1% 27,621 $2.4M
Guardian Capital LP 0.08% No change 27,622 $2.4M
Connors Investor Services Inc. 0.25% New 27,488 $2.4M
Tiaa Trust, National Association 0.01% Reduce -2.3% 27,422 $2.4M
Bokf, NA 0.04% Add +0.4% 27,596 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.15% Reduce -0.7% 27,331 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -59.8% 27,047 $2.3M
B.O.S.S. Retirement Advisors, LLC 0.88% Reduce -5.5% 28,018 $2.3M
Pinnacle Financial Partners Inc 0.05% Reduce -1.1% 26,884 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -6.3% 26,806 $2.3M
AEGON ASSET MANAGEMENT UK Plc 0.03% Reduce -19.6% 26,793 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -23.3% 26,676 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.4% 26,632 $2.3M
Stoneridge Investment Partners LLC 0.86% New 26,358 $2.3M
Penobscot Investment Management Company, Inc. 0.24% Add +23.3% 26,102 $2.2M
Praxis Investment Management Inc. 0.15% No change 25,980 $2.2M
Mitchell & Pahl Private Wealth, LLC 1.17% Add +0.9% 25,957 $2.2M
Brown Advisory Inc. 0.00% Add +1.3% 25,956 $2.2M
Biltmore Family Office, LLC 0.44% Reduce -3.0% 25,733 $2.2M
Knuff & Co LLC 0.73% No change 25,425 $2.2M
Dominguez Wealth Management Solutions, Inc. 1.72% Add +3.4% 25,376 $2.2M
Ossiam 0.04% Reduce -5.6% 25,278 $2.2M
SS&H Financial Advisors, Inc. 0.90% No change 25,056 $2.2M
Sawgrass Asset Management LLC 0.24% Reduce -1.8% 25,039 $2.1M
Family Manage LLC 0.40% New 25,034 $2.1M
AMG National Trust Bank 0.06% Reduce -0.5% 25,006 $2.1M
Kenora Financial, LLC 0.91% Reduce -0.4% 24,918 $2.1M
Integrated Wealth Concepts LLC 0.03% Reduce -3.5% 24,825 $2.1M
Wedbush Securities Inc. 0.08% Add +21.6% 24,781 $2.1M
STRS Ohio 0.01% Reduce -8.0% 24,786 $2.1M
Daymark Wealth Partners, LLC 0.11% Reduce -2.2% 24,778 $2.1M
Brightwater Advisory LLC 1.71% Reduce -27.9% 24,759 $2.1M
Flputnam Investment Management Co. 0.05% Reduce -1.1% 24,756 $2.1M
Tanaka Capital Management Inc. 5.22% Reduce -2.6% 24,681 $2.1M
St Germain D J Co. Inc. 0.10% No change 24,582 $2.1M
Fiduciary Group, LLC 0.23% Reduce -0.1% 24,579 $2.1M
TKG Advisors, LLC 1.17% Add +0.5% 24,536 $2.1M
SteelPeak Wealth, LLC 0.11% Add +2.7% 24,496 $2.1M
Sandy Spring Bank 0.10% Reduce -1.6% 24,386 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -0.9% 24,382 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.15% Add +139.1% 24,223 $2.1M
CoreCap Advisors, LLC 0.11% Reduce -7.1% 24,222 $2.1M
Trustmark Bank Trust Department 0.17% Add +5.3% 24,215 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Add +1.3% 24,079 $2.1M
Bank Ozk 0.92% Reduce -3.2% 24,000 $2.1M
HRT Financial LP 0.01% Reduce -79.7% 23,919 $2.1M
CENTRAL TRUST Co 0.05% Reduce -1.5% 23,660 $2.0M
HBK Sorce Advisory LLC 0.07% Reduce -0.0% 23,173 $2.0M
Stephens Inc. 0.03% Reduce -0.3% 23,153 $2.0M
Chiron Capital Management, LLC 1.80% Reduce -0.1% 23,055 $2.0M
McDonald Partners LLC 0.54% Add +0.4% 22,906 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -0.0% 40,554 $2.0M
Brady Family Wealth, LLC 0.62% Reduce -0.8% 22,369 $1.9M
First Trust Direct Indexing L.P. 0.14% Add +15.6% 22,196 $1.9M
Boston Family Office LLC 0.13% Reduce -0.6% 21,822 $1.9M
Uncommon Cents Investing LLC 0.57% Reduce -1.4% 21,810 $1.9M
Ieq Capital, LLC 0.03% Add +19.7% 21,674 $1.9M
Woodmont Investment Counsel LLC 0.16% Reduce -0.8% 21,644 $1.9M
Evergreen Capital Management LLC 0.07% Add +1.3% 21,627 $1.9M
Capital Investment Advisors, LLC 0.04% Reduce -6.4% 21,579 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -0.3% 21,537 $1.8M
Moody Aldrich Partners LLC 0.31% New 21,509 $1.8M
BKM Wealth Management, LLC 0.79% Add +13.4% 21,409 $1.8M
Forza Wealth Management, LLC 0.95% Reduce -3.4% 21,270 $1.8M
Metropolitan Life Insurance Co 0.08% Reduce -1.9% 21,231 $1.8M
Builder Investment Group Inc. 0.52% No change 21,000 $1.8M
Empirical Finance, LLC 0.11% Add +3.1% 20,906 $1.8M
Balentine LLC 0.05% Reduce -3.7% 20,719 $1.8M
Gifford Fong Associates 0.49% No change 20,600 $1.8M
Smith Shellnut Wilson LLC 0.94% No change 20,592 $1.8M
MAI Capital Management 0.02% Reduce -1.0% 20,403 $1.8M
Ballentine Partners, LLC 0.03% Reduce -0.7% 20,370 $1.7M
Matrix Trust Co 0.40% Reduce -5.3% 20,345 $1.7M
Riverview Capital Advisers, LLC 0.59% Reduce -0.3% 19,886 $1.7M
Ritholtz Wealth Management 0.06% Reduce -0.8% 19,843 $1.7M
Global Financial Private Client, LLC 0.73% Reduce -0.1% 19,988 $1.7M
OneDigital Investment Advisors LLC 0.03% Add +3.4% 19,795 $1.7M
Brookstone Capital Management 0.03% Add +10.2% 19,751 $1.7M
Athena Investment Management 1.02% Reduce -1.9% 19,732 $1.7M
Anchor Investment Management, LLC 0.18% No change 19,702 $1.7M
Erste Asset Management GmbH 0.02% No change 19,700 $1.7M
&partners 0.23% Add +120.7% 19,366 $1.7M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -2.5% 19,500 $1.7M
Heritage Trust Co 0.22% Reduce -0.1% 19,472 $1.7M
Pinnacle Associates Ltd. 0.03% Reduce -0.3% 19,462 $1.7M
Level Four Advisory Services, LLC 0.09% No change 20,238 $1.7M
Sawyer & Company, Inc 0.67% Reduce -3.1% 19,402 $1.7M
Old National Bancorp 0.04% Reduce -0.9% 19,292 $1.7M
Shilanski & Associates, Inc. 0.57% Reduce -3.0% 19,225 $1.7M
Chesley Taft & Associates LLC 0.08% Add +0.3% 19,200 $1.6M
Focus Partners Wealth 0.01% Add +55.5% 18,942 $1.6M
EagleClaw Capital Managment, LLC 0.29% Reduce -3.1% 18,913 $1.6M
Ridgewood Investments LLC 0.86% Add +74.8% 18,901 $1.6M
Allworth Financial LP 0.01% Reduce -1.7% 18,898 $1.6M
Blair William & Co. 0.01% Add +1.7% 18,630 $1.6M
Townsquare Capital LLC 0.02% Add +2.3% 18,618 $1.6M
Norinchukin Bank, The 0.05% Reduce -2.3% 18,563 $1.6M
UniSuper Management Pty Ltd 0.02% Add +263.1% 18,539 $1.6M
IHT Wealth Management, LLC 0.06% Reduce -18.1% 18,525 $1.6M
Glenview Trust Co 0.03% Reduce -0.0% 18,414 $1.6M
Merit Financial Group, LLC 0.04% Reduce -4.8% 18,954 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.38% Add +5.4% 18,351 $1.6M
Capital City Trust Co. 0.44% Reduce -1.1% 18,328 $1.6M
Naples Global Advisors, LLC 0.16% Reduce -0.2% 18,270 $1.6M
Stratos Wealth Advisors, LLC 0.09% Reduce -0.5% 18,267 $1.6M
Crawford Investment Counsel Inc. 0.03% Add +1.5% 18,200 $1.6M
Centaurus Financial, Inc. 0.11% Add +0.6% 18,149 $1.6M
NJ State Employees Deferred Compensation Plan 0.20% No change 18,000 $1.5M
Cohen Klingenstein LLC 0.06% No change 18,000 $1.5M
Strategic Investment Advisors / MI 0.20% Add +1.4% 17,957 $1.5M
SouthState Bank Corp 0.12% Reduce -11.3% 17,853 $1.5M
Ontario Teachers Pension Plan Board 0.01% Reduce -34.4% 17,725 $1.5M
Redwood Investment Management, LLC 0.14% Reduce -4.5% 17,618 $1.5M
Connectus Wealth, LLC 0.04% New 17,563 $1.5M
Pensionfund Sabic 0.45% Reduce -18.6% 17,500 $1.5M
HighPoint Advisor Group LLC 0.11% Reduce -2.1% 17,442 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -8.3% 17,372 $1.5M
SlateStone Wealth, LLC 0.15% Add +127.4% 17,364 $1.5M
Cedar Brook Financial Partners, LLC 0.29% No change 17,254 $1.5M
Southern Capital Advisors, LLC 0.90% Add +1.3% 17,216 $1.5M
Ascent Group, LLC 0.13% Reduce -1.5% 17,132 $1.5M
Columbus Macro, LLC 0.56% Reduce -5.4% 17,075 $1.5M
Telos Capital Management, Inc. 0.17% No change 17,055 $1.5M
Motley Fool Asset Management LLC 0.09% Add +5.9% 17,048 $1.5M
Townsend Asset Management Corp. /NC/ 0.57% No change 16,838 $1.4M
Tower Bridge Advisors 0.15% Add +7.4% 16,789 $1.4M
Greenleaf Trust 0.01% Reduce -0.3% 16,727 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.8% 16,705 $1.4M
Mutual Advisors, LLC 0.05% Reduce -58.9% 16,704 $1.4M
Kraematon Investment Advisors, Inc. 1.44% Reduce -1.1% 16,652 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -78.1% 16,608 $1.4M
Lloyd Advisory Services, LLC. 0.30% New 16,475 $1.4M
iA Global Asset Management Inc. 0.03% Reduce -49.3% 16,405 $1.4M
Private Advisor Group, LLC 0.01% Reduce -5.6% 16,175 $1.4M
Triton Financial Group Inc 0.98% Add +4.2% 16,012 $1.4M
Florida Trust Wealth Management Co 0.05% Add +0.6% 15,983 $1.4M
United Services Automobile Association 0.03% Reduce -7.7% 15,973 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +73.9% 15,882 $1.4M
Dean Investment Associates, LLC 0.19% Reduce -41.4% 15,832 $1.4M
Valeo Financial Advisors, LLC 0.05% Add +1.3% 16,012 $1.3M
Mystic Asset Management, Inc. 0.56% Add +6.7% 15,672 $1.3M
Loudon Investment Management, LLC 0.77% Reduce -17.8% 15,586 $1.3M
GW Henssler & Associates Ltd. 0.08% Reduce -3.1% 15,556 $1.3M
Csenge Advisory Group 0.07% Reduce -6.7% 15,543 $1.3M
J.W. Cole Advisors, Inc. 0.07% Add +5.2% 15,520 $1.3M
Aptus Capital Advisors, LLC 0.03% Add +47.3% 15,390 $1.3M
Highland Capital Management, LLC 0.08% No change 15,346 $1.3M
Agate Pass Investment Management, LLC 0.71% Reduce -4.9% 15,332 $1.3M
Syon Capital LLC 0.12% Add +0.5% 15,272 $1.3M
Rice Partnership, LLC 0.31% No change 15,148 $1.3M
LongView Wealth Management 0.51% Add +0.1% 15,090 $1.3M
RFG Advisory, LLC 0.04% Reduce -18.6% 14,963 $1.3M
Oak Asset Management, LLC 0.48% Reduce -0.3% 14,907 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.50% Add +0.1% 14,881 $1.3M
Bradley Foster & Sargent Inc. 0.02% No change 14,869 $1.3M
StoneX Group Inc. 0.11% Add +11.7% 14,802 $1.3M
626 Financial, LLC 0.76% Reduce -0.3% 14,745 $1.3M
Abbot Financial Management, Inc. 0.70% Reduce -2.6% 14,735 $1.3M
Mendel Capital Management LLC 0.83% Reduce -6.4% 14,649 $1.3M
Buckingham Strategic Wealth, LLC 0.01% Reduce -3.6% 14,558 $1.2M
Curbstone Financial Management Corp 0.27% Reduce -1.4% 14,470 $1.2M
Blackhawk Capital Partners, LLC 0.77% Reduce -4.6% 14,410 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +975.7% 14,404 $1.2M
Squarepoint Ops LLC 0.01% Reduce -83.2% 14,276 $1.2M
Legacy Private Trust Co. 0.09% No change 14,186 $1.2M
Lester Murray Antman dba SimplyRich 0.39% Add +0.6% 14,002 $1.2M
Verdence Capital Advisors LLC 0.11% Add +44.1% 13,865 $1.2M
Wealthspire Advisors, LLC 0.02% Add +1.7% 13,864 $1.2M
Allegheny Financial Group 0.37% Add +9.5% 13,787 $1.2M
Meeder Advisory Services, Inc. 0.12% Add +3.9% 13,751 $1.2M
Duncker Streett & Co. Inc. 0.23% No change 13,736 $1.2M
Elevation Point Wealth Partners, LLC 0.09% Add +80.0% 13,661 $1.2M
Wellington Shields & Co., LLC 0.39% Add +0.0% 13,623 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -19.5% 13,578 $1.2M
Perigon Wealth Management, LLC 0.04% Add +16.0% 13,557 $1.2M
Nomura Holdings Inc. 0.01% Reduce -28.3% 13,556 $1.2M
Tyche Wealth Partners LLC 0.28% Reduce -25.5% 13,549 $1.2M
Montag A & Associates Inc. 0.06% No change 13,547 $1.2M
Carson Advisory Inc. 0.82% Reduce -5.9% 13,524 $1.2M
Qtron Investments LLC 0.16% No change 13,519 $1.2M
VeraBank, N.A. 0.36% No change 13,505 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -0.6% 13,429 $1.2M
Diversify Advisory Services, LLC 0.07% — 13,443 $1.1M
Cozad Asset Management Inc. 0.12% Add +0.0% 13,288 $1.1M
DB Fitzpatrick & Co, Inc 1.04% Reduce -2.8% 13,257 $1.1M
Whittier Trust Co. 0.02% Add +3.3% 13,145 $1.1M
Groupama Asset Managment 0.02% Reduce -57.3% 6,358 $1.1M
NEOS Investment Management LLC 0.07% Add +73.2% 13,047 $1.1M
Kingsview Wealth Management, LLC 0.03% Add +1.2% 13,037 $1.1M
Guinness Atkinson Asset Management Inc 0.52% No change 12,936 $1.1M
Cascade Financial Partners, LLC 0.16% — 13,690 $1.1M
Main Street Financial Solutions, LLC 0.12% Add +0.0% 12,797 $1.1M
Caprock Group, LLC 0.06% Add +1.7% 12,779 $1.1M
Indiana Trust & Investment Management Co 0.44% Reduce -1.2% 12,708 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.5% 12,619 $1.1M
Cary Street Partners Investment Advisory LLC 0.05% Add +2.5% 12,473 $1.1M
Money Concepts Capital Corp. 0.10% Add +0.6% 12,197 $1.0M
Waddell & Associates, LLC 0.14% Add +0.6% 12,064 $1.0M
Venturi Wealth Management, LLC 0.07% Reduce -0.7% 11,924 $1.0M
M&R Capital Management Inc. 0.25% Reduce -0.1% 11,809 $1.0M
Principle Wealth Partners LLC 0.08% No change 11,739 $1.0M
Equitable Holdings, Inc. 0.01% Add +12.6% 11,575 $994K
Berkeley Capital Partners, LLC 0.30% No change 11,500 $987K
Nicholas Hoffman & Company, LLC. 0.05% Add +0.8% 11,493 $987K
Trust Co. of Vermont 0.05% Add +0.2% 11,445 $983K
Kathmere Capital Management, LLC 0.11% Add +10.2% 11,439 $982K
Joel Isaacson & Co., LLC 0.05% No change 11,340 $974K
Abbrea Capital, LLC 0.13% Reduce -32.8% 11,290 $969K
Equitable Trust Co. 0.07% No change 11,275 $968K
Geneos Wealth Management Inc. 0.04% No change 11,253 $966K
Bragg Financial Advisors, Inc 0.04% Add +3.1% 11,234 $965K
Prio Wealth Limited Partnership 0.03% No change 11,199 $962K
Occudo Quantitative Strategies LP 0.17% New 11,178 $960K
Sigma Planning Corp 0.03% Add +180.5% 11,171 $959K
Vestcor Inc 0.03% Reduce -11.4% 11,113 $954K
Exencial Wealth Advisors, LLC 0.04% Reduce -11.0% 11,013 $946K
Bleakley Financial Group, LLC 0.03% Reduce -2.3% 10,989 $944K
Simplicity Wealth,LLC 0.02% New 10,985 $943K
Rockland Trust Co. 0.05% Reduce -3.0% 10,926 $938K
Silvercrest Asset Management Group LLC 0.01% Reduce -0.2% 10,925 $938K
Confluence Wealth Services, Inc. 0.08% Add +978.0% 109,120 $938K
Concord Wealth Partners 0.17% Add +14.8% 10,736 $922K
First Horizon Advisors, Inc. 0.03% Reduce -17.4% 10,733 $922K
Paloma Partners Management Co 0.19% New 10,711 $920K
Studio Investment Management LLC 0.22% Reduce -8.4% 10,689 $918K
ZWJ Investment Counsel Inc. 0.04% No change 10,624 $912K
Eudaimonia Partners, LLC 0.22% Add +1.6% 10,615 $911K
Coho Partners, Ltd. 0.02% Reduce -0.3% 10,600 $910K
Compound Planning, Inc. 0.08% Add +7.5% 10,542 $905K
Gratus Wealth Advisors, LLC 0.17% No change 11,172 $905K
FSB Premier Wealth Management, Inc. 0.42% No change 10,500 $902K
Principal Securities, Inc. 0.03% Reduce -1.9% 10,500 $902K
Smithbridge Asset Management Inc. 0.19% Reduce -5.4% 10,456 $898K
Goepper Burkhardt LLC 0.42% No change 10,389 $894K
Encompass More Asset Management 0.74% Reduce -13.4% 10,392 $892K
CenterStar Asset Management, LLC 1.84% New 10,367 $892K
Blue Trust, Inc. 0.01% Reduce -10.1% 10,336 $887K
TFB Advisors LLC 0.32% Add +131.5% 10,477 $886K
Concord Asset Management, LLC 0.23% Add +15.1% 10,285 $883K
W.H. Cornerstone Investments Inc. 0.64% Add +0.6% 10,269 $882K
Whittier Trust Co. of Nevada Inc. 0.03% Add +8.7% 10,260 $881K
Transamerica Financial Advisors, LLC 0.09% New 10,184 $875K
Covenant Asset Management, LLC 0.21% No change 10,160 $872K
Cahaba Wealth Management, Inc. 0.08% Add +6.3% 10,114 $868K
Rehmann Capital Advisory Group 0.06% Reduce -0.5% 10,090 $866K
Stevard, LLC 0.77% No change 10,000 $859K
BCM Advisors, LLC 0.22% Add +0.8% 10,080 $850K
Silver Coast Investments LLC 0.35% Reduce -5.6% 9,877 $848K
Nilsine Partners, LLC 0.12% New 9,871 $848K
Denali Advisors LLC 0.25% Reduce -0.1% 9,836 $845K
Etesian Wealth Advisors, Inc. 0.48% Reduce -12.1% 9,814 $843K
Argent Trust Co 0.04% Reduce -0.2% 9,774 $839K
Symmetry Partners, LLC 0.07% No change 9,750 $837K
Stewart & Patten Co. LLC 0.12% Reduce -4.9% 9,700 $833K
Koshinski Asset Management, Inc. 0.09% New 9,696 $832K
Wesbanco Bank Inc. 0.03% New 9,675 $831K
Fidelis Capital Partners, LLC 0.13% Add +108.2% 9,649 $828K
Murphy, Middleton, Hinkle & Parker, Inc. 0.48% Add +0.0% 9,624 $826K
Impax Asset Management Group plc 0.00% Reduce -57.8% 9,610 $825K
Cambridge Trust Co. 0.03% No change 9,600 $824K
Brown Brothers Harriman & Co. 0.01% No change 9,594 $824K
Robertson Stephens Wealth Management, LLC 0.04% Reduce -0.8% 9,501 $816K
Verition Fund Management LLC 0.01% Reduce -12.8% 9,475 $814K
DoubleLine ETF Adviser LP 0.21% Add +6.4% 9,452 $812K
Essex Bank 0.24% No change 9,835 $811K
Strategic Financial Concepts, LLC 0.19% New 9,403 $807K
Wealthcare Advisory Partners LLC 0.03% Add +8.3% 9,398 $807K
WR Wealth Planners, LLC 0.25% Add +1.6% 9,375 $805K
Dividend Assets Capital, LLC 0.17% Reduce -3.4% 9,354 $803K
Versor Investments LP 0.16% Add +56.6% 9,346 $802K
Pinnacle West Asset Management, Inc. 0.63% Reduce -2.1% 9,310 $799K
Freedom Investment Management, Inc. 0.06% Reduce -28.0% 9,275 $796K
Hunter Associates Investment Management LLC 0.13% No change 9,260 $795K
West Oak Capital, LLC 0.34% No change 9,235 $793K
Savant Capital, LLC 0.01% Add +3.7% 9,195 $790K
HCR Wealth Advisors 0.12% Add +0.6% 9,154 $786K
Legacy Capital Group California, Inc. 0.29% Add +2.5% 9,048 $777K
Diligent Investors, LLC 0.19% No change 9,025 $775K
Horizon Investments, LLC 0.02% Reduce -1.6% 9,013 $774K
Investment Management Corp of Ontario 0.02% Reduce -31.9% 8,961 $769K
Inlet Private Wealth, LLC 0.21% No change 8,900 $764K
Dana Investment Advisors, Inc. 0.03% No change 8,848 $760K
Shufro Rose & Co. LLC 0.06% No change 8,818 $757K
SVB Wealth LLC 0.02% Reduce -21.6% 8,742 $751K
Becker Capital Management Inc. 0.03% No change 8,695 $747K
Gradient Investments LLC 0.02% Reduce -33.8% 8,660 $744K
Firethorn Wealth Partners, LLC 0.44% Add +0.6% 8,649 $743K
Cornerstone Management, Inc. 0.16% No change 8,624 $740K
Pitcairn Co. 0.05% Add +4.7% 8,604 $739K
49 Wealth Management, LLC 0.16% Reduce -1.9% 8,621 $734K
Epoch Investment Partners, Inc. 0.00% Reduce -16.2% 8,530 $732K
Godsey & Gibb, Inc. 0.08% No change 8,370 $719K
Burford Brothers, Inc. 0.47% Add +26.8% 8,307 $713K
Cornercap Investment Counsel Inc. 0.11% Reduce -2.1% 8,288 $712K
Forum Financial Management, LP 0.01% Reduce -0.1% 8,230 $707K
Zacks Investment Management 0.01% Reduce -1.6% 8,213 $705K
Ellevest, Inc. 0.04% Add +4.7% 8,169 $701K
Beacon Investment Advisory Services, Inc. 0.03% No change 8,106 $696K
CWA Asset Management Group, LLC 0.04% Add +16.7% 8,061 $692K
Ruggaard & Associates LLC 0.33% No change 8,040 $690K
Hills Bank & Trust Co 0.06% Reduce -0.6% 8,022 $689K
Cottage Street Advisors LLC 0.41% No change 8,005 $687K
Belmont Capital, LLC 0.19% New 8,000 $687K
Monograph Wealth Advisors, LLC 0.10% New 8,000 $687K
Rossmore Private Capital 0.09% No change 8,000 $687K
Tran Capital Management, L.P. 0.08% No change 8,000 $687K
Bush Investment Group, LLC 0.60% Add +0.6% 7,957 $683K
WMS Partners, LLC 0.05% Add +1.1% 7,921 $680K
Sand Hill Global Advisors, LLC 0.03% No change 7,864 $675K
Campbell & CO Investment Adviser LLC 0.06% New 7,859 $675K
Harbor Investment Advisory, LLC 0.07% Reduce -0.4% 7,844 $673K
Profund Advisors LLC 0.03% Add +2.1% 7,838 $673K
Bull Street Advisors, LLC 0.32% No change 7,815 $671K
Revisor Wealth Management LLC 0.30% Add +129.3% 7,964 $671K
Donoghue Forlines LLC 0.19% New 7,800 $670K
Napatree Capital LLC 0.65% Reduce -2.8% 7,970 $667K
Creative Financial Designs Inc. 0.06% Add +5.0% 7,760 $666K
Monetary Management Group Inc. 0.19% Reduce -3.1% 7,750 $665K
Associated Banc-Corp 0.02% Reduce -8.5% 7,747 $665K
Summit Trail Advisors, LLC 0.02% Add +6.2% 7,742 $665K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% Add +2.6% 7,678 $659K
Retirement Planning Co of New England, Inc. 0.36% Reduce -11.5% 7,673 $659K
Walleye Capital LLC 0.01% New 7,650 $657K
Baader Bank Aktiengesellschaft 0.05% Reduce -0.1% 7,620 $654K
Abound Wealth Management 0.25% Reduce -10.3% 7,600 $653K
Howe & Rusling Inc. 0.06% Reduce -0.2% 7,591 $652K
Parallel Advisors, LLC 0.02% Add +4.5% 7,579 $651K
Moors & Cabot, Inc. 0.04% Reduce -2.6% 7,563 $649K
Capital Insight Partners, LLC 0.12% Reduce -52.4% 7,503 $644K
Epacria Capital Partners, LLC 0.47% No change 7,500 $644K
Ibex Wealth Advisors 0.17% — 8,899 $640K
Ipswich Investment Management Co., Inc. 0.15% Reduce -2.0% 7,410 $636K
Sound Financial Strategies Group, LLC 0.53% Reduce -0.5% 7,375 $633K
Benedetti & Gucer, Inc. 0.31% Add +1.5% 7,363 $633K
Gsa Capital Partners LLP 0.05% New 7,348 $631K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -9.3% 7,344 $631K
Global Retirement Partners, LLC 0.02% Add +11.4% 7,341 $630K
Quadrant Capital Group LLC 0.05% Reduce -3.4% 7,326 $629K
Mgo One Seven LLC 0.03% Add +17.3% 7,319 $628K
Richwood Investment Advisors, LLC 0.56% Add +2.5% 7,318 $628K
InterOcean Capital Group, LLC 0.01% Add +8.1% 7,318 $628K
ForthRight Wealth Management, LLC 0.23% No change 7,308 $627K
CHICAGO TRUST Co NA 0.13% Add +0.1% 7,258 $623K
Jaffetilchin Investment Partners, LLC 0.06% Add +1.7% 7,254 $623K
Kanawha Capital Management LLC 0.05% Reduce -1.5% 7,251 $623K
Jones Financial Companies LLLP 0.00% Add +86.7% 7,249 $622K
Waverly Advisors, LLC 0.01% Add +55.9% 7,173 $616K
Checchi Capital Advisers, LLC 0.05% Add +2.7% 7,164 $615K
Brighton Jones LLC 0.02% Add +15.1% 7,130 $612K
Householder Group Estate & Retirement Specialist, LLC 0.18% No change 7,123 $612K
New Hampshire Trust 0.14% No change 7,032 $604K
J. W. Coons Advisors, LLC 0.11% Reduce -52.7% 7,011 $602K
AlphaStar Capital Management, LLC 0.06% Add +3.0% 6,976 $599K
Busey Bank 0.02% Reduce -2.1% 6,953 $597K
Mission Creek Capital Partners, Inc. 0.15% New 6,935 $595K
Moloney Securities Asset Management, LLC 0.09% No change 6,933 $595K
Catalyst Funds Management Pty Ltd 0.17% — 6,900 $592K
Caldwell Trust Co 0.07% Reduce -36.9% 6,835 $587K
Kingswood Wealth Advisors, LLC 0.07% Add +161.7% 6,806 $584K
Boston Financial Mangement LLC 0.02% Add +12.4% 6,797 $584K
Colonial Trust Co / SC 0.11% Reduce -1.3% 6,782 $582K
Horan Capital Advisors, LLC. 0.21% No change 6,756 $580K
Cullen/Frost Bankers, Inc. 0.01% No change 6,745 $579K
Acorn Wealth Advisors, LLC 0.30% Add +0.1% 6,722 $577K
Physicians Financial Services, Inc. 0.20% Reduce -1.5% 6,686 $574K
Private Client Services, LLC 0.39% Add +12.1% 6,676 $573K
Geller Advisors LLC 0.05% Add +1.0% 6,666 $572K
Lincoln National Corp. 0.01% Reduce -1.5% 6,642 $570K
TD Private Client Wealth LLC 0.02% Reduce -2.2% 6,616 $568K
Resources Management Corp. /CT/ 0.08% Reduce -0.9% 6,590 $566K
West Coast Financial LLC 0.07% Reduce -25.5% 6,592 $566K
Avidian Wealth Enterprises, LLC 0.03% Add +3.5% 6,587 $566K
Center For Asset Management LLC 0.46% Reduce -0.1% 6,586 $566K
Willow Creek Wealth Management Inc. 0.07% Add +0.0% 6,584 $565K
Smith, Moore & Co. 0.06% Reduce -4.3% 6,543 $562K
VestGen Investment Management 0.17% Add +19.7% 6,540 $562K
Insigneo Advisory Services, LLC 0.07% Add +13.1% 6,507 $559K
Trust Asset Management LLC 0.05% No change 6,499 $558K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.4% 6,488 $557K
Harbour Investments, Inc. 0.02% Reduce -0.7% 6,434 $552K
B. Riley Wealth Advisors, Inc. 0.01% Add +14.6% 7,164 $550K
Independent Financial Group, LLC 0.03% Reduce -11.2% 6,391 $549K
Jamison Private Wealth Management, Inc. 0.09% Reduce -4.8% 6,389 $549K
Pettyjohn, Wood & White, Inc. 0.11% Reduce -12.7% 6,378 $548K
NorthRock Partners, LLC 0.02% Reduce -4.8% 6,362 $546K
GEM Asset Management, LLC 0.37% No change 6,786 $545K
Carret Asset Management, LLC 0.06% No change 6,324 $543K
Harmony Asset Management LLC 0.22% No change 6,313 $542K
Jump Financial, LLC 0.01% New 6,301 $541K
Grey Street Capital, LLC 0.07% New 6,288 $540K
Gladstone Institutional Advisory LLC 0.03% Reduce -37.9% 6,231 $535K
Fifth Third Wealth Advisors LLC 0.08% Reduce -7.9% 6,207 $533K
Matrix Asset Advisors Inc. 0.06% No change 6,201 $532K
Cross Staff Investments Inc 0.45% No change 6,200 $532K
FourThought Financial Partners, LLC 0.06% Reduce -3.1% 6,177 $530K
Balyasny Asset Management L.P. 0.00% Reduce -61.7% 6,175 $530K
WBH Advisory Inc. 0.05% Reduce -1.5% 6,167 $529K
Private Trust Co. NA 0.06% Add +12.3% 6,126 $526K
Greenfield Seitz Capital Management, LLC 0.20% No change 6,100 $524K
Cigna Investments Inc. 0.10% Reduce -2.1% 6,094 $523K
Stock Yards Bank & Trust Co. 0.02% Reduce -15.2% 6,062 $520K
Pinnacle Bancorp, Inc. 0.15% No change 6,062 $520K
Wedmont Private Capital 0.04% Add +1.7% 6,254 $520K
Fisher Asset Management 0.00% Add +18.2% 6,003 $515K
NorthCoast Asset Management LLC 0.01% New 6,000 $515K
Allen Investment Management, LLC 0.01% No change 6,000 $515K
Collaborative Wealth Managment Inc. 0.26% No change 5,948 $511K
Phillips Wealth Planners LLC 0.59% Reduce -0.5% 6,342 $510K
Earnest Partners LLC 0.00% Reduce -0.7% 5,922 $508K
SkyOak Wealth, LLC 0.12% No change 5,918 $508K
Hartline Investment Corp./ 0.09% Reduce -65.2% 5,889 $506K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +1.4% 5,889 $506K
Graypoint LLC 0.04% Add +0.3% 5,870 $504K
Independent Wealth Network Inc. 0.24% Reduce -2.9% 5,867 $504K
Clearbridge Investments, LLC 0.00% No change 5,864 $503K
Gitterman Wealth Management, LLC 0.19% New 5,840 $501K
Frank, Rimerman Advisors LLC 0.10% No change 5,822 $500K
Snowden Capital Advisors LLC 0.02% Reduce -7.4% 5,803 $498K
First Hawaiian Bank 0.02% Reduce -3.3% 5,801 $498K
Creekmur Asset Management LLC 0.17% Add +10946.1% 5,744 $493K
Avantax Planning Partners, Inc. 0.02% Add +5.2% 5,733 $492K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -39.8% 5,720 $491K
Biltmore Wealth Management, LLC 0.23% No change 5,925 $489K
MTM Investment Management, LLC 0.20% Add +0.6% 5,690 $489K
Hilltop Holdings Inc. 0.05% No change 5,688 $488K
Adapt Wealth Advisors, LLC 0.35% — 5,673 $487K
Barnes Pettey Financial Advisors, LLC 0.42% No change 5,668 $487K
Clean Yield Group 0.19% No change 5,657 $486K
Secure Asset Management, LLC 0.11% Reduce -7.5% 5,640 $484K
Investment Advisory Services Inc. /TX 0.18% Add +0.1% 5,628 $483K
Clearstead Advisors, LLC 0.02% Reduce -0.8% 5,571 $478K
Vaughan David Investments LLC 0.01% No change 5,540 $476K
Plancorp, LLC 0.02% Add +1.2% 5,537 $475K
First Merchants Corp. 0.04% Reduce -6.0% 5,533 $475K
AlTi Global, Inc. 0.01% Add +30.5% 5,488 $471K
Smith Salley Wealth Management 0.04% Reduce -25.5% 5,476 $470K
Adero Partners, LLC 0.04% Add +0.1% 5,466 $469K
Chesapeake Wealth Management 0.17% Reduce -11.0% 5,465 $469K
KCM Investment Advisors LLC 0.02% Add +28.8% 5,460 $469K
Schechter Investment Advisors, LLC 0.04% Reduce -22.3% 5,454 $468K
First Citizens Financial Corp 0.28% No change 5,450 $468K
Austin Private Wealth, LLC 0.05% Add +0.0% 5,479 $467K
RNC Capital Management LLC 0.03% No change 5,408 $464K
International Assets Investment Management, LLC 0.05% Reduce -0.1% 5,448 $464K
Rwa Wealth Partners, LLC 0.01% Reduce -2.9% 5,390 $463K
Pioneer Trust Bank N A 0.13% No change 5,390 $463K
Intrua Financial, LLC 0.07% Reduce -72.4% 5,371 $461K
WASHINGTON TRUST Co 0.02% Add +7.8% 5,368 $461K
Hurlow Wealth Management Group, Inc. 0.16% Reduce -14.1% 5,342 $459K
Gen-Wealth Partners Inc 0.23% — 5,339 $458K
Full Sail Capital, LLC 0.03% No change 5,300 $455K
Edgestream Partners, L.P. 0.02% Add +9.5% 5,289 $454K
Argonautica Private Wealth Management, Inc. 0.16% No change 5,229 $449K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,375 $449K
Keel Point, LLC 0.05% Add +4.9% 5,200 $446K
Composition Wealth, LLC 0.01% Reduce -27.4% 5,167 $444K
Madison Asset Management, LLC 0.01% Reduce -54.6% 5,167 $444K
Capstone Investment Advisors, LLC 0.02% New 5,136 $441K
Dearborn Partners LLC 0.02% Reduce -17.9% 5,130 $440K
GHP Investment Advisors, Inc. 0.02% No change 5,088 $437K
Alhambra Investment Management LLC 0.24% Add +100.9% 5,044 $433K
Petix & Botte Co 0.11% Reduce -52.7% 5,014 $431K
Capital Investment Advisory Services, LLC 0.05% Reduce -16.5% 5,007 $430K
Avity Investment Management Inc. 0.04% Reduce -3.9% 5,000 $429K
Aurora Investment Managers, LLC. 0.32% New 5,000 $429K
Imprint Wealth LLC 0.10% Add +21.4% 5,033 $429K
Patten & Patten Inc. 0.03% Reduce -0.6% 4,986 $428K
Advisors Capital Management, LLC 0.01% Add +6.5% 4,964 $426K
Invictus Private Wealth, LLC 0.04% Reduce -3.5% 4,955 $425K
Kintegral Advisory, LLC 0.04% Reduce -0.3% 4,952 $425K
Strategy Asset Managers LLC 0.09% Add +0.6% 4,925 $423K
Kovack Advisors, Inc. 0.05% Reduce -7.1% 4,893 $420K
Clarius Group, LLC 0.03% Reduce -13.9% 4,892 $420K
Founders Financial Securities LLC 0.04% Reduce -3.8% 4,882 $419K
Farther Finance Advisors, LLC 0.03% Reduce -0.9% 4,919 $419K
Global X Japan Co., Ltd. 0.09% Add +12.8% 4,864 $418K
Farmers Trust Co. 0.08% Add +24.6% 4,848 $416K
North Star Investment Management Corp. 0.03% Add +0.0% 4,840 $416K
Walker Asset Management, LLC 0.27% Add +0.6% 4,840 $416K
SeaCrest Wealth Management, LLC 0.05% Reduce -27.4% 4,809 $413K
Northcape Wealth Management, LLC 0.15% Reduce -9.4% 4,798 $412K
Tradewinds, LLC. 0.20% — 4,797 $412K
Barlow Wealth Partners, LLC 0.06% No change 5,126 $412K
Dynamic Advisor Solutions LLC 0.01% Reduce -11.2% 4,789 $411K
Allred Capital Management, LLC 0.16% Reduce -0.3% 4,775 $410K
Great Lakes Retirement, Inc. 0.06% Reduce -5.7% 4,752 $408K
SeaBridge Investment Advisors LLC 0.11% Reduce -24.0% 4,750 $408K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 4,750 $408K
Marshall Wace, LLP 0.00% Reduce -76.0% 4,728 $406K
O'Brien Greene & Co. Inc 0.13% No change 4,725 $406K
GeoWealth Management, LLC 0.02% Reduce -67.0% 4,712 $405K
Dentgroup LLC 0.33% Reduce -1.1% 4,687 $402K
Bollard Group LLC 0.01% Add +0.6% 4,685 $402K
Cobblestone Capital Advisors LLC 0.03% Reduce -27.3% 4,679 $402K
MV Capital Management, Inc. 0.05% Add +11.2% 4,663 $400K
Cidel Asset Management Inc. 0.03% Reduce -2.3% 4,660 $400K
Pflug Koory, LLC 0.03% Reduce -9.3% 4,648 $399K
Hamilton Capital, LLC 0.03% Add +14.9% 4,642 $399K
Intrust Bank NA 0.04% No change 4,637 $398K
Park National Corp. 0.02% No change 4,635 $398K
Altrius Capital Management Inc 0.10% No change 4,612 $396K
Foundations Investment Advisors, LLC 0.01% Reduce -35.1% 4,599 $395K
Capital Investment Counsel, LLC 0.08% New 4,580 $393K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -2.0% 4,548 $390K
Elevated Capital Advisors, LLC 0.11% No change 4,520 $388K
Ballast, Inc. 0.12% No change 4,488 $385K
Northwest Bancshares, Inc. 0.06% Add +0.5% 4,447 $382K
Bar Harbor Wealth Management 0.03% Add +4.1% 4,432 $381K
Measured Wealth Private Client Group, LLC 0.13% No change 4,402 $378K
Bank Pictet & Cie (asia) Ltd. 0.21% Reduce -77.8% 4,376 $376K
Watchman Group, Inc. 0.11% No change 4,375 $376K
NSI Retail Advisors, LLC 0.06% Reduce -23.0% 4,347 $373K
CSM Advisors, LLC 0.02% Reduce -23.0% 4,347 $373K
CreativeOne Wealth, LLC 0.01% New 4,350 $373K
Glen Eagle Advisors, LLC 0.07% No change 4,344 $373K
Relyea Zuckerberg Hanson LLC 0.07% Add +1.1% 4,334 $372K
Essex Financial Services, Inc. 0.03% Add +27.0% 4,331 $372K
Brooklyn Investment Group 0.16% No change 4,351 $371K
Annex Advisory Services, LLC 0.01% Reduce -0.2% 4,307 $370K
EP Wealth Advisors, LLC 0.00% Add +1.6% 4,298 $369K
Fairhaven Wealth Management, LLC 0.13% Reduce -0.2% 4,296 $369K
Integrated Advisors Network LLC 0.02% No change 4,283 $368K
Beacon Capital Management, LLC 0.08% Add +2214.1% 4,281 $368K
Cassaday & Co Wealth Management LLC 0.01% Add +12.6% 4,233 $363K
TrueWealth Advisors, LLC 0.14% Add +0.1% 4,219 $362K
Sit Investment Associates Inc. 0.01% No change 4,200 $361K
SevenBridge Financial Group, LLC 0.08% No change 4,334 $361K
Flagship Harbor Advisors, LLC 0.02% Add +24.9% 4,197 $360K
Bison Wealth, LLC 0.06% Add +0.0% 4,190 $360K
One Wealth Advisors, LLC 0.06% New 4,152 $356K
Hubbell Strickland Wealth Management, LLC 0.18% Add +0.1% 4,149 $356K
Penbrook Management LLC 0.22% No change 4,100 $352K
Powers Advisory Group, LLC 0.20% Add +0.3% 4,094 $351K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.3% 4,066 $349K
Guardian Wealth Advisors, LLC / NC 0.04% Add +2.8% 4,052 $348K
Trust Point Inc. 0.03% Reduce -50.7% 4,049 $348K
Catalina Capital Group, LLC 0.15% Add +58.4% 4,027 $346K
True North Advisors, LLC 0.10% Reduce -0.0% 4,024 $345K
Patriot Financial Group Insurance Agency, LLC 0.05% New 4,692 $343K
Pingora Partners LLC 0.25% No change 4,000 $343K
Peloton Wealth Strategists 0.14% No change 4,000 $343K
First Affirmative Financial Network 0.25% Reduce -1.3% 3,989 $342K
Thoroughbred Financial Services, LLC 0.03% Reduce -30.9% 3,993 $342K
Cyndeo Wealth Partners, LLC 0.03% Add +42.7% 3,968 $341K
Keating Investment Counselors Inc. 0.11% Reduce -69.4% 3,961 $340K
USA Financial Formulas 0.06% Reduce -6.8% 3,955 $340K
Insight Folios Inc 0.14% Reduce -18.6% 3,953 $339K
CX Institutional 0.02% Add +39.2% 3,947 $339K
Monument Capital Management 0.10% Reduce -1.1% 3,927 $337K
ABLE Financial Group, LLC 0.13% Reduce -0.5% 3,924 $337K
Sage Private Wealth Group, LLC 0.27% New 3,912 $336K
Philadelphia Trust Co. 0.03% Reduce -3.6% 3,900 $335K
ExodusPoint Capital Management, LP 0.00% Reduce -94.2% 3,897 $335K
Moseley Investment Management Inc. 0.17% Add +1.1% 3,897 $335K
Orange Investment Advisors, Inc. 0.04% No change 3,897 $335K
Salomon & Ludwin, LLC 0.03% Reduce -5.1% 3,882 $333K
Lakeshore Financial Planning, Inc. 0.17% Reduce -39.2% 3,868 $332K
Concourse Financial Group Securities, Inc. 0.02% Add +4.5% 3,868 $332K
Key Financial Inc 0.08% No change 3,865 $332K
First National Corp. /Ma/ 0.08% No change 4,000 $330K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.3% 3,836 $329K
Legal Advantage Investments, Inc. 0.18% No change 3,800 $326K
Faithward Advisors, LLC 0.06% New 3,796 $326K
Nicolet Bankshares Inc. 0.07% No change 3,782 $325K
Gill Capital Partners, LLC 0.13% No change 3,873 $324K
American Trust 0.03% Add +1.1% 3,770 $324K
First Western Trust Bank 0.01% No change 3,757 $323K
First International Bank & Trust 0.11% Add +1.7% 3,741 $321K
Ironsides Asset Advisors, LLC 0.11% New 3,733 $320K
Chicago Capital, LLC 0.01% No change 3,728 $320K
Arkos Global Advisors 0.05% Add +35.4% 3,728 $320K
Baron Wealth Management LLC 0.17% No change 3,723 $320K
Norway Savings Bank 0.13% No change 3,715 $319K
TFG Advisers LLC 0.12% Add +10.5% 3,712 $319K
Aft, Forsyth & Company, Inc. 0.18% No change 3,675 $316K
Empower Advisory Group, LLC 0.00% Add +3.8% 3,674 $315K
Parkside Financial Bank & Trust 0.05% Add +37.5% 3,665 $315K
Goelzer Investment Management, Inc. 0.02% No change 3,663 $315K
Sachem Hill LLC 0.07% No change 3,660 $314K
Apeiron RIA LLC 0.09% Reduce -19.3% 3,653 $314K
Spirepoint Private Client, LLC 0.05% — 3,651 $313K
Ellis Investment Partners, LLC 0.07% Add +0.2% 3,645 $313K
Waldron Private Wealth LLC 0.01% Reduce -5.7% 3,640 $313K
Acima Private Wealth, LLC 0.12% No change 3,638 $312K
TD Waterhouse Canada Inc. 0.00% New 3,604 $312K
Delta Asset Management LLC 0.03% Reduce -0.1% 3,596 $309K
Axxcess Wealth Management, LLC 0.01% Reduce -52.6% 3,596 $309K
Letson Investment Management, Inc. 0.13% No change 3,563 $306K
American State Bank (Iowa) 0.20% No change 3,540 $304K
Citizens Financial Group Inc. 0.01% Add +39.8% 3,536 $304K
Cornerstone Wealth Group, LLC 0.03% New 3,526 $303K
Spinnaker Trust 0.02% Add +15.8% 3,525 $303K
Beese Fulmer Investment Management, Inc. 0.03% No change 3,522 $302K
Aviance Capital Partners, LLC 0.04% Add +12.9% 3,510 $301K
CPC Advisors, LLC 0.05% No change 3,500 $301K
Renaissance Group LLC 0.01% No change 3,496 $300K
OneAscent Financial Services LLC 0.03% New 3,489 $300K
Objectivity Squared, LLC 0.26% Add +0.6% 3,606 $299K
Executive Wealth Management, LLC 0.03% Add +0.6% 3,476 $296K
Capital Analysts, LLC 0.01% Add +1.3% 3,446 $296K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.8% 3,441 $295K
Carmel Capital Partners, LLC 0.12% Reduce -0.1% 3,438 $295K
Inscription Capital, LLC 0.05% Add +40.1% 3,426 $294K
Astoria Portfolio Advisors LLC. 0.11% Reduce -4.0% 3,664 $294K
Laraway Financial Advisors Inc 0.26% No change 3,400 $292K
Optimum Investment Advisors 0.13% Reduce -48.5% 3,400 $292K
Machina Capital S.A.S. 0.15% New 3,390 $291K
Summit Financial Wealth Advisors, LLC 0.06% No change 3,390 $291K
Great Valley Advisor Group, Inc. 0.01% Reduce -7.3% 3,373 $289K
Allianz SE 0.01% — 3,350 $288K
Aaron Wealth Advisors LLC 0.04% Add +18.1% 3,341 $287K
HTLF Bank 0.03% No change 3,321 $285K
Dillon & Associates Inc. 0.04% No change 3,300 $284K
First Financial Bankshares Inc 0.01% New 3,305 $284K
Symmetry Investments LP 0.03% Add +2.3% 3,302 $284K
Certuity, LLC 0.03% Add +16.1% 3,302 $284K
Procyon Advisors, LLC 0.02% Reduce -1.6% 3,295 $283K
Waterfront Wealth Inc. 0.08% No change 3,380 $282K
NewEdge Wealth, LLC 0.01% Add +10.7% 3,351 $282K
United Bank 0.03% No change 3,275 $281K
M. Kulyk & Associates, LLC 0.07% Add +0.1% 3,274 $281K
TriaGen Wealth Management LLC 0.12% No change 3,260 $280K
Element Wealth, LLC 0.16% Add +1.4% 3,245 $279K
Lokken Investment Group LLC 0.14% Add +0.0% 3,241 $278K
Aprio Wealth Management, LLC 0.05% Add +32.2% 3,232 $278K
Financial Counselors Inc. 0.00% Reduce -4.6% 3,232 $278K
Eagle Rock Investment Company, LLC 0.05% Reduce -3.6% 3,200 $275K
Woodstock Corp. 0.03% No change 3,200 $275K
Bath Savings Trust Co 0.03% No change 3,195 $274K
Zullo Investment Group, Inc. 0.13% No change 3,191 $274K
1ST Source Bank 0.02% Add +13.8% 3,187 $274K
Canopy Partners, LLC 0.13% Add +7.0% 3,184 $273K
GAMMA Investing LLC 0.06% Add +12.7% 3,182 $273K
Tamar Securities, LLC 0.05% Add +0.1% 3,171 $272K
Field & Main Bank 0.11% Reduce -5.2% 3,165 $272K
Simon Quick Advisors, LLC 0.02% Add +7.0% 3,157 $271K
Old North State Trust, LLC 0.23% — 3,161 $271K
Legacy Advisors, LLC 0.03% Reduce -17.7% 3,146 $270K
Shelton Capital Management 0.01% No change 3,146 $270K
Bayesian Capital Management, LP 0.03% New 3,142 $270K
Carnegie Investment Counsel 0.01% Add +0.1% 3,128 $269K
D'Orazio & Associates, Inc. 0.04% Add +2.5% 3,105 $267K
Stiles Financial Services Inc 0.11% Add +0.5% 3,089 $265K
Tradition Wealth Management, LLC 0.03% Reduce -2.2% 3,073 $264K
Vicus Capital 0.02% New 3,069 $264K
Pegasus Asset Management, Inc. 0.08% No change 3,052 $262K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -4.7% 3,050 $262K
First Nebraska Trust Co 0.03% No change 3,040 $261K
Plato Investment Management Ltd 0.03% Add +259.0% 3,023 $260K
Iron Horse Wealth Management, LLC 0.10% Add +3.8% 3,020 $259K
Clarity Financial LLC 0.04% Reduce -3.5% 3,017 $259K
AIMZ Investment Advisors, LLC 0.10% No change 3,005 $258K
Steel Grove Capital Advisors, LLC 0.03% No change 3,002 $258K
Horizon Kinetics Asset Management LLC 0.00% No change 3,000 $258K
OneAscent Wealth Management LLC 0.10% Reduce -45.4% 2,990 $257K
Five Oceans Advisors 0.13% Add +0.1% 2,989 $257K
TrinityPoint Wealth, LLC 0.04% No change 2,980 $256K
Sunburst Financial Group, LLC 0.07% Reduce -2.7% 2,994 $255K
Spire Wealth Management 0.00% Add +0.4% 2,960 $254K
Burns Matteson Capital Management, LLC 0.16% Add +0.8% 2,956 $254K
Dynamic Wealth Strategies, LLC 0.22% Add +0.8% 2,941 $253K
Central Pacific Bank - Trust Division 0.03% — 2,965 $253K
GDS Wealth Management 0.03% New 2,936 $252K
New England Capital Financial Advisors LLC 0.14% Add +0.1% 2,934 $252K
NDVR, Inc. 0.24% Add +8.0% 2,925 $251K
Copperwynd Financial, LLC 0.09% Reduce -7.3% 2,920 $251K
Greenfield Savings Bank 0.13% Reduce -9.4% 2,875 $247K
Pine Haven Investment Counsel, Inc 0.22% No change 2,870 $246K
Deseret Mutual Benefit Administrators 0.12% Add +57.8% 2,868 $246K
Plimoth Trust Co. LLC 0.06% No change 2,835 $243K
Eudaimonia Advisors LLC 0.13% Reduce -1.6% 2,833 $243K
Sentry Investment Management LLC 0.09% No change 2,835 $243K
Avior Wealth Management, LLC 0.01% Add +194.1% 2,826 $243K
Signal Advisors Wealth, LLC 0.06% Add +9.9% 2,824 $242K
Marmo Financial Group, LLC 0.15% No change 2,818 $242K
Seed Wealth Management, Inc. 0.23% No change 2,840 $242K
American Financial Advisors, LLC 0.03% Reduce -6.0% 2,805 $241K
Platte River Wealth Advisors, LLC 0.07% No change 2,800 $240K
Rodgers Brothers Inc. 0.03% No change 2,800 $240K
ICA Group Wealth Management, LLC 0.05% Reduce -5.9% 2,799 $240K
GM Advisory Group, LLC 0.02% Add +0.6% 2,786 $239K
Affinity Wealth Management LLC 0.04% Add +1.3% 2,785 $239K
Meridian Management Co. 0.07% Add +0.4% 2,779 $239K
Royal Capital Wealth Management, LLC 0.19% Reduce -0.4% 2,770 $238K
Charter Oak Capital Management, LLC 0.03% New 2,766 $237K
Lewis Asset Management, LLC 0.20% Add +6.6% 2,765 $237K
Chatham Capital Group, Inc. 0.04% No change 2,764 $237K
PDS Planning, Inc 0.02% Add +4.7% 2,761 $237K
Whalerock Point Partners, LLC 0.07% No change 2,756 $237K
King Luther Capital Management Corp. 0.00% No change 2,754 $236K
Means Investment Co., Inc. 0.03% Reduce -12.9% 2,744 $236K
Hantz Financial Services, Inc. 0.00% Reduce -2.7% 2,704 $232K
apricus wealth, LLC 0.16% Reduce -11.4% 2,701 $232K
Northeast Financial Consultants Inc 0.01% No change 2,700 $232K
Cardiff Park Advisors, LLC 0.02% No change 2,682 $230K
1858 Wealth Management, LLC 0.22% No change 2,750 $227K
ARS Wealth Advisors Group, LLC 0.03% Reduce -47.1% 2,636 $226K
Guardian Wealth Advisors, LLC 0.15% Add +0.2% 2,631 $226K
Sentry LLC 0.04% Reduce -0.3% 2,630 $226K
Perennial Investment Advisors, LLC 0.03% Reduce -2.2% 2,628 $226K
Abn Amro Investment Solutions 0.00% No change 2,624 $225K
Tobam 0.02% Reduce -12.6% 2,624 $225K
Rockline Wealth Management, LLC 0.08% No change 2,611 $224K
Choreo, LLC 0.01% Add +6.1% 2,611 $224K
Aspiriant, LLC 0.01% Reduce -1.9% 2,608 $224K
Buffington Mohr McNeal 0.04% Reduce -10.4% 2,606 $224K
Kaydan Wealth Management, Inc. 0.08% Reduce -0.0% 2,605 $224K
CVA Family Office, LLC 0.04% Add +0.2% 2,598 $223K
Ameritas Advisory Services, LLC 0.01% Reduce -22.0% 2,624 $223K
Curi Capital, LLC 0.01% Add +1.3% 2,588 $222K
Heritage Financial Services, LLC 0.03% New 2,565 $220K
Obsidian Personal Planning Solutions LLC 0.14% New 2,617 $219K
Main Street Group, LTD 0.11% No change 2,564 $218K
Savvy Advisors, Inc. 0.12% Reduce -0.8% 2,521 $216K
Bfsg, LLC 0.03% No change 2,520 $216K
Penserra Capital Management LLC 0.00% Reduce -48.0% 2,521 $216K
Fourpath Capital Management, LLC 0.15% Add +1.0% 2,511 $216K
Towerpoint Wealth, LLC 0.11% Add +0.1% 2,509 $215K
Norden Group LLC 0.04% New 2,507 $215K
Titleist Asset Management, LLC 0.04% New 2,501 $215K
Family Legacy, Inc. 0.08% No change 2,500 $215K
Sompo Asset Management Co., Ltd. 0.04% No change 2,500 $215K
Courier Capital LLC 0.02% No change 2,500 $215K
Nichols & Pratt Advisers LLP 0.01% No change 2,500 $215K
United Bank 0.11% New 2,497 $214K
NBT Bank, N.A. 0.02% Reduce -2.6% 2,468 $212K
Silvant Capital Management LLC 0.01% No change 2,462 $211K
HFG Advisors, Inc. 0.19% No change 2,438 $209K
Enterprise Financial Services Corp 0.13% New 2,432 $209K
Rosenberg Matthew Hamilton 0.06% No change 2,451 $209K
West Family Investments, Inc. 0.06% New 2,422 $208K
Investment Partners, LTD. 0.09% New 2,416 $207K
Carr Financial Group Corp 0.07% Reduce -23.7% 2,416 $207K
Trueblood Wealth Management, LLC 0.12% New 2,402 $206K
Allstate Corp. 0.01% New 2,401 $206K
Orcam Financial Group 0.23% New 2,400 $206K
Coastal Bridge Advisors, LLC 0.05% New 2,400 $206K
Eagle Ridge Investment Management 0.02% New 2,400 $206K
BSW Wealth Partners 0.03% New 2,390 $205K
Jacobs & Co. 0.02% New 2,377 $204K
Boston Trust Walden Corp 0.00% New 2,375 $204K
Argyle Capital Management, LLC 0.08% New 2,370 $203K
FMFE Wealth Management, LLC 0.18% New 2,346 $201K
Scotia Capital Inc. 0.00% Reduce -58.8% 2,344 $201K
StrongBox Wealth, LLC 0.11% Reduce -3.6% 2,342 $201K
Optas, LLC 0.05% New 2,341 $201K
Systematic Portfolios LLC 0.66% New 2,332 $200K
Wealth Architects, LLC 0.03% New 2,331 $200K
Morningstar Investment Services LLC 0.00% Reduce -47.8% 2,340 $200K
Capital Advisors, Ltd. LLC 0.03% Add +0.8% 2,273 $195K
Manchester Capital Management LLC 0.02% Reduce -9.7% 2,208 $190K
Ancora Advisors LLC 0.00% Add +25.2% 2,189 $188K
First Manhattan Co. Llc. 0.00% Add +25.0% 2,160 $187K
Boit C F David 0.10% No change 2,200 $186K
Caldwell Sutter Capital, Inc. 0.09% Reduce -5.8% 2,115 $182K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,088 $179K
Hikari Tsushin, Inc. 0.01% New 2,085 $179K
Silver Oak Securities, Incorporated 0.03% Reduce -6.7% 2,042 $175K
Continuum Advisory, LLC 0.03% Reduce -56.8% 2,040 $174K
Mechanics Financial Corp 0.09% No change 2,000 $172K
Blume Capital Management, Inc. 0.04% No change 2,000 $172K
Oakworth Capital, Inc. 0.01% Reduce -1.0% 1,958 $168K
Addison Advisors LLC 0.06% No change 1,954 $168K
Janiczek Wealth Management, LLC 0.04% Add +1.7% 1,948 $167K
AdvisorNet Financial, Inc 0.02% Reduce -8.9% 1,938 $166K
Tompkins Financial Corp. 0.02% Reduce -51.9% 1,933 $166K
Sound Income Strategies, LLC 0.01% Add +3.7% 1,867 $160K
T. Rowe Price Investment Management, Inc. 0.00% Add +53.3% 1,811 $156K
Formidable Asset Management, LLC 0.03% New 1,800 $155K
Sugarloaf Wealth Management, LLC 0.03% Add +0.1% 1,764 $151K
Ransom Advisory, Ltd 0.08% — 1,700 $146K
Alta Advisers Ltd 0.07% No change 1,700 $146K
Wellington Shields Capital Management, LLC 0.03% No change 1,700 $146K
Union Savings Bank 0.08% No change 1,699 $146K
Cutler Group LLC / CA 0.07% New 1,694 $145K
Colonial Trust Advisors 0.01% Add +5.6% 1,674 $144K
Elgethun Capital Management 0.03% Add +0.3% 1,606 $137K
Rise Advisors, LLC 0.07% Add +18.8% 1,571 $135K
Smithfield Trust Co 0.01% No change 1,560 $134K
Davis Capital Management 0.12% Reduce -4.8% 1,565 $133K
Plante Moran Financial Advisors, LLC 0.01% Reduce -3.7% 1,523 $131K
Lazard Asset Management LLC 0.00% Add +19.4% 1,520 $130K
IFP Advisors, Inc 0.01% Add +0.8% 1,494 $128K
OAKMONT Corp 0.03% No change 1,459 $125K
Lindbrook Capital, LLC 0.01% Reduce -5.4% 1,409 $121K
Accent Capital Management, LLC 0.10% No change 1,400 $120K
Barrett & Company, Inc. 0.05% No change 1,339 $115K
Goodwin Investment Advisory 0.05% New 1,298 $111K
Standard Family Office LLC 0.15% New 1,288 $111K
Old Second National Bank of Aurora 0.03% No change 1,252 $107K
Sunbelt Securities, Inc. 0.01% Add +3.7% 1,231 $106K
State of Wyoming 0.02% Add +11.9% 1,212 $104K
CKW Financial Group 0.01% No change 1,210 $103K
American National Bank & Trust 0.01% Reduce -5.2% 1,194 $103K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -10.3% 1,193 $102K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +11.8% 1,178 $101K
Pineridge Advisors LLC 0.04% Reduce -4.0% 1,173 $101K
Riverview Trust Co 0.08% New 1,168 $100K
Crewe Advisors LLC 0.01% New 1,147 $98K
Center for Financial Planning, Inc. 0.01% No change 1,100 $94K
Wetzel Investment Advisors, Inc. 0.05% Reduce -4.6% 1,142 $92K
Hanson & Doremus Investment Management 0.02% No change 1,071 $92K
Investors Research Corp 0.02% Reduce -74.5% 1,052 $90K
Princeton Global Asset Management LLC 0.02% No change 1,030 $88K
First United Bank & Trust 0.03% No change 1,022 $88K
Zions Bancorporation, N.A. 0.01% Reduce -13.7% 1,020 $88K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -44.1% 1,013 $87K
Kozak & Associates, Inc. 0.02% Reduce -10.8% 996 $87K
Smartleaf Asset Management LLC 0.02% Add +140.6% 1,001 $86K
Towne Trust Company, N.A 0.03% No change 943 $81K
Carmichael Hill & Associates, Inc. 0.03% No change 919 $79K
Atticus Wealth Management, LLC 0.02% No change 852 $73K
RFP Financial Group LLC 0.03% Reduce -2.6% 821 $70K
Bangor Savings Bank 0.01% No change 809 $69K
Tacita Capital Inc 0.05% Reduce -2.4% 805 $69K
FRG Family Wealth Advisors LLC 0.01% New 820 $69K
ORG Partners LLC 0.13% Reduce -84.8% 770 $66K
Pathway Financial Advisers, LLC 0.02% Reduce -9.1% 762 $66K
Register Financial Advisors LLC 0.03% New 730 $63K
Eagle Bay Advisors LLC 0.04% Add +3.8% 719 $62K
Webster Bank, N. A. 0.01% No change 714 $61K
Loomis Sayles & Co. L P 0.00% Add +1.7% 712 $61K
Valley Wealth Managers, Inc. 0.00% Reduce -48.7% 705 $61K
Piscataqua Savings Bank 0.05% No change 697 $60K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -47.9% 695 $60K
Mb, Levis & Associates, LLC 0.03% Add +0.7% 682 $59K
Centennial Bank 0.03% No change 680 $58K
Bell Investment Advisors, Inc 0.01% No change 634 $54K
Richardson Financial Services Inc. 0.04% Reduce -15.9% 633 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 630 $54K
Quent Capital, LLC 0.01% Add +8.2% 605 $52K
Cedar Wealth Management, LLC 0.02% New 586 $50K
Heritage Wealth Advisors 0.00% Reduce -9.3% 583 $50K
Baldwin Wealth Partners LLC 0.00% No change 580 $50K
SJS Investment Consulting Inc. 0.01% No change 554 $48K
CarsonAllaria Wealth Management, Ltd. 0.03% Add +0.7% 543 $47K
Asset Dedication, LLC 0.00% Reduce -6.9% 542 $46K
McIlrath & Eck, LLC 0.01% Add +101.9% 521 $45K
EverSource Wealth Advisors, LLC 0.00% Add +16.3% 528 $44K
Norwood Financial Corp 0.06% Reduce -16.7% 500 $43K
MeadowBrook Investment Advisors LLC 0.04% No change 500 $43K
Planning Capital Management Corp 0.03% Add +74.7% 491 $42K
Lanark Financial, Inc. 0.00% No change 491 $42K
American Capital Advisory, LLC 0.04% No change 650 $42K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 477 $41K
DiNuzzo Private Wealth, Inc. 0.01% No change 468 $40K
Motco 0.00% Reduce -0.4% 458 $39K
West Branch Capital LLC 0.02% Reduce -6.9% 458 $39K
Rothschild Investment LLC 0.00% No change 450 $39K
Raleigh Capital Management Inc. 0.02% Add +37.0% 407 $35K
Aspire Private Capital, LLC 0.01% No change 405 $35K
TFO Wealth Partners, LLC 0.01% Reduce -0.5% 405 $35K
Cape Investment Advisory, Inc. 0.02% No change 404 $35K
Sachetta, LLC 0.02% No change 420 $35K
Criterion Capital Advisors, LLC 0.02% No change 400 $34K
Robbins Farley 0.02% No change 400 $34K
JCIC Asset Management Inc. 0.01% No change 400 $34K
Impact Partnership Wealth, LLC 0.01% No change 400 $34K
Missouri Trust & Investment Co 0.01% No change 400 $34K
Arlington Trust Co LLC 0.01% Reduce -6.8% 400 $34K
Trust Co 0.00% No change 400 $34K
Dixon Mitchell Investment Counsel Inc. 0.00% New 400 $34K
First PREMIER Bank 0.01% No change 383 $33K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 381 $33K
CBIZ Investment Advisory Services, LLC 0.00% New 373 $32K
Country Trust Bank 0.00% Add +23.6% 372 $32K
Johnson Financial Group, Inc. 0.00% No change 371 $32K
Park Place Capital Corp 0.01% No change 364 $31K
Silicon Valley Capital Partners 0.00% Add +0.8% 360 $31K
Bruce G. Allen Investments, LLC 0.03% Reduce -7.5% 358 $31K
Grove Bank & Trust 0.01% No change 358 $31K
True Wealth Design, LLC 0.01% Add +576.9% 352 $30K
Hexagon Capital Partners LLC 0.01% Reduce -12.3% 351 $30K
Fernwood Investment Management, LLC 0.01% New 351 $30K
Ofi Invest Asset Management 0.00% New 363 $29K
Atwood & Palmer Inc. 0.00% Add +80.0% 315 $27K
GoalVest Advisory LLC 0.01% No change 313 $27K
Kelly Financial Services LLC 0.01% Add +54.7% 311 $27K
Armstrong Advisory Group, Inc. 0.00% No change 321 $26K
Syntax Research, Inc. 0.02% Reduce -31.7% 300 $26K
Front Row Advisors LLC 0.01% No change 300 $26K
Hilltop National Bank 0.01% — 300 $26K
Fortitude Family Office, LLC 0.02% No change 297 $26K
Bogart Wealth, LLC 0.00% No change 290 $25K
Financial Perspectives, Inc 0.01% Reduce -68.2% 288 $25K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 280 $24K
Community Bank, N.A. 0.00% No change 273 $23K
Covestor Ltd 0.01% Reduce -2.7% 254 $22K
Operose Advisors LLC 0.01% No change 256 $22K
Highlander Capital Management, LLC 0.01% No change 250 $21K
Stephens Consulting, LLC 0.01% No change 250 $21K
Private Wealth Management Group, LLC 0.01% No change 246 $21K
Exchange Traded Concepts, LLC 0.00% Add +478.6% 243 $21K
Keener Financial Planning LLC 0.01% New 229 $20K
Financial Management Professionals, Inc. 0.00% Reduce -6.5% 230 $20K
Legend Financial Advisors, Inc. 0.01% No change 227 $19K
SRH Advisors, LLC 0.01% No change 226 $19K
Tortoise Investment Management, LLC 0.00% Reduce -22.3% 226 $19K
HHM Wealth Advisors, LLC 0.00% No change 224 $19K
First Community Trust NA 0.02% Reduce -42.5% 222 $19K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +91.7% 230 $19K
Pacific Center for Financial Services 0.01% No change 220 $19K
NFSG Corp 0.01% Reduce -12.2% 216 $19K
Guardian Wealth Management, Inc. 0.01% No change 214 $18K
Nemes Rush Group LLC 0.00% No change 210 $18K
Tyler-Stone Wealth Management 0.01% No change 207 $18K
Scarborough Advisors, LLC 0.01% Add +0.5% 207 $18K
Global Assets Advisory, LLC 0.01% New 207 $18K
Aspect Partners, LLC 0.01% Add +3.6% 201 $17K
Richard W. Paul & Associates, LLC 0.01% No change 200 $17K
Perkins Coie Trust Co 0.00% Add +2400.0% 200 $17K
Ramirez Asset Management, Inc. 0.00% No change 200 $17K
Marquette Asset Management, LLC 0.00% No change 200 $17K
City State Bank 0.01% Add +348.8% 193 $17K
GW&K Investment Management, LLC 0.00% Add +3.6% 199 $17K
Pacifica Partners Inc. 0.01% No change 200 $17K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +0.5% 197 $17K
Cornerstone Planning Group LLC 0.01% Add +0.5% 201 $17K
Balefire, LLC 0.01% No change 194 $17K
Beaird Harris Wealth Management, LLC 0.00% Reduce -7.8% 190 $16K
Leonteq Securities AG 0.00% Add +274.0% 187 $16K
McClarren Financial Advisors, Inc. 0.01% Add +0.6% 176 $16K
Trifecta Capital Advisors, LLC 0.00% No change 169 $15K
Ogorek Anthony Joseph /NY/ 0.00% No change 164 $14K
Northwest Investment Counselors, LLC 0.00% New 160 $14K
Valued Wealth Advisors LLC 0.01% Add +127.1% 159 $14K
MCF Advisors LLC 0.00% No change 147 $13K
Broadwater Capital Management LLC 0.01% No change 138 $12K
Meeder Asset Management Inc. 0.00% New 131 $11K
Evermay Wealth Management LLC 0.00% Reduce -25.0% 120 $10K
Cetera Trust Company, N.A 0.01% No change 118 $10K
West Financial Advisors, LLC 0.00% No change 105 $9K
Independence Bank of Kentucky 0.00% No change 100 $9K
NewSquare Capital LLC 0.00% No change 100 $9K
Valley National Advisers Inc. 0.00% Reduce -20.7% 96 $8K
Prestige Wealth Management Group LLC 0.00% No change 93 $8K
Northwest Capital Management Inc 0.00% No change 92 $8K
West Paces Advisors Inc. 0.00% Reduce -50.8% 90 $8K
Versant Capital Management, Inc 0.00% No change 89 $8K
Financial Freedom, LLC 0.00% No change 82 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +14.7% 78 $7K
Winch Advisory Services, LLC 0.00% Add +1.3% 79 $7K
Raffa Wealth Management, LLC 0.00% No change 77 $7K
Wiser Advisor Group LLC 0.01% No change 75 $6K
First Pacific Financial 0.00% Add +37.7% 73 $6K
Ruedi Wealth Management, Inc. 0.00% No change 69 $6K
Laffer Tengler Investments, Inc. 0.00% No change 65 $6K
Hollencrest Capital Management 0.00% No change 65 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 60 $5K
Hazlett, Burt & Watson, Inc. 0.00% Add +1.8% 56 $5K
FWL Investment Management, LLC 0.00% Reduce -48.5% 53 $5K
Financial Gravity Asset Management, Inc. 0.00% Reduce -53.1% 52 $4K
WealthCollab, LLC 0.00% No change 51 $4K
Salem Investment Counselors Inc. 0.00% No change 50 $4K
Carolinas Wealth Consulting LLC 0.00% Reduce -99.7% 48 $4K
Atlas Capital Advisors Inc. 0.00% No change 46 $4K
Dunhill Financial, LLC 0.00% Add +20.0% 42 $4K
Blue Bell Private Wealth Management, LLC 0.00% Add +5.0% 42 $4K
Avion Wealth 0.00% Add +120.0% 33 $3K
Longfellow Investment Management Co. LLC 0.00% No change 33 $3K
Global Wealth Strategies & Associates 0.00% No change 32 $3K
SOA Wealth Advisors, LLC. 0.00% No change 29 $2K
Boyd Watterson Asset Management LLC 0.00% No change 27 $2K
TFC Financial Management, Inc. 0.00% Add +15.0% 23 $2K
Delos Wealth Advisors, LLC 0.00% New 22 $2K
Arax Advisory Partners 0.00% New 20 $2K
Western Pacific Wealth Management, LP 0.00% New 20 $2K
Highline Wealth Partners LLC 0.00% No change 20 $2K
PSI Advisors, LLC 0.00% No change 19 $2K
Archer Investment Corp 0.00% No change 19 $2K
TD Capital Management LLC 0.00% Add +25.0% 15 $1K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
AlphaQuest LLC 0.00% Reduce -99.7% 14 $1K
Nvwm, LLC 0.00% New 12 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 7 $602
Riggs Asset Managment Co. Inc. 0.00% New 3 $258
Abich Financial Wealth Management LLC 0.00% New 2 $172
WestEnd Advisors, LLC 0.00% New 2 $172
Robinson Value Management, Ltd. 0.00% Reduce -100.0% 1 $86
Rakuten Securities, Inc. 0.00% Reduce -99.2% 1 $86

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