AflacAFL

13F holders, Q2 2024 (June 30)
1,446holders +26
98new positions
71sold out
10famous investors
$89.13avg. 13F price*

At the end of Q2 2024, 1,446 institutions reported holding Aflac Inc. (AFL) in their 13F filings, up 26 from Q1 2024. 98 opened new positions and 71 sold out. The largest holders were Japan Post Holdings Co., Ltd. ($4.7B), Vanguard Group Inc. ($4.6B) and BlackRock Inc. ($3.6B). 10 famous investors held it, including John W. Rogers Jr. (0.5% of Ariel Investments's portfolio), Joel Greenblatt (0.2% 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 → Q2 2024

InstitutionsTotal Value
New Positions98$90.1M
Exits71$86.8M

All 13F filers, Q1 2024 → Q2 2024: 13,001,436 shares bought and 13,649,084 shares sold, net −647,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,446 holders

Japan Post Holdings Co., Ltd. 100.00% No change 52,300,000 $4.7B
Vanguard Group Inc. 0.09% Reduce -1.0% 51,198,142 $4.6B
BlackRock Inc. 0.08% Reduce -2.5% 40,059,542 $3.6B
State Street Corp. 0.10% Reduce -0.1% 25,816,793 $2.3B
Wells Fargo & Company 0.37% Reduce -1.4% 16,053,981 $1.4B
Geode Capital Management, LLC 0.10% Add +0.0% 12,355,806 $1.1B
Morgan Stanley 0.07% Add +10.5% 9,716,996 $867.8M
JPMorgan Chase & Co. 0.06% Add +58.3% 7,319,797 $653.7M
Northern Trust Corp. 0.10% Reduce -2.6% 6,390,663 $570.8M
Dimensional Fund Advisors LP 0.11% Add +6.3% 4,807,079 $429.3M
Alliancebernstein L.P. 0.15% Reduce -3.1% 4,803,209 $429.0M
Legal & General Group Plc 0.11% Reduce -4.1% 4,507,876 $402.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +37.1% 4,413,363 $394.2M
LSV Asset Management 0.82% Reduce -6.9% 4,180,436 $373.4M
Goldman Sachs Group Inc. 0.07% Add +20.2% 4,158,934 $371.4M
Invesco Ltd. 0.08% Reduce -7.4% 4,055,782 $362.2M
Bank of America Corp. 0.03% Add +5.3% 3,831,934 $342.2M
Bank of New York Mellon Corp 0.06% Reduce -3.6% 3,651,754 $326.1M
Norges Bank 0.04% Add +2.3% 3,367,028 $300.7M
First Trust Advisors LP 0.30% Reduce -39.4% 3,260,354 $291.2M
Charles Schwab Investment Management Inc. 0.06% Add +0.7% 3,235,848 $289.0M
APG Asset Management N.V. 0.36% Add +1.3% 2,429,316 $202.4M
ProShare Advisors LLC 0.53% Add +5.6% 2,220,125 $198.3M
Guinness Asset Management LTD 4.04% Reduce -0.8% 2,193,036 $195.8M
Truist Financial Corp. 0.26% Add +26.6% 1,929,662 $172.3M
Nordea Investment Management AB 0.20% Add +3.7% 1,873,865 $168.9M
UBS Group AG 0.05% Reduce -18.2% 1,874,043 $167.4M
Swiss National Bank 0.10% Reduce -2.6% 1,618,500 $144.5M
Deutsche Bank AG 0.07% Reduce -3.2% 1,610,317 $143.8M
Assetmark, Inc. 0.43% Reduce -0.1% 1,574,065 $140.6M
National Pension Service 0.16% Add +0.1% 1,526,276 $136.3M
American Century Companies Inc. 0.08% Reduce -18.3% 1,506,798 $134.6M
Amundi 0.05% Add +13.0% 1,495,499 $133.2M
Robeco Institutional Asset Management B.V. 0.28% Reduce -26.6% 1,446,302 $129.2M
Maj Invest Holding A/S 3.57% Reduce -6.2% 1,435,278 $128.2M
California Public Employees Retirement System 0.09% Reduce -5.2% 1,424,045 $127.2M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -7.7% 1,395,877 $124.7M
Nuveen Asset Management, LLC 0.04% Reduce -10.8% 1,358,392 $121.3M
Synovus Financial Corp. 1.54% Reduce -0.8% 1,308,576 $116.9M
Brandywine Global Investment Management, LLC 0.85% Add +4.4% 1,269,010 $113.3M
Barclays PLC 0.05% Reduce -19.3% 1,263,216 $112.8M
Envestnet Asset Management Inc. 0.04% Add +27.6% 1,243,189 $111.0M
Rhumbline Advisers 0.10% Reduce -3.8% 1,212,671 $108.3M
FMR LLC 0.01% Add +5.6% 1,156,359 $103.3M
Royal Bank of Canada 0.02% Reduce -6.9% 1,128,698 $100.8M
Schroder Investment Management Group 0.11% Add +13.2% 1,065,458 $95.2M
Captrust Financial Advisors 0.29% Add +4.4% 1,023,004 $91.4M
CANADA LIFE ASSURANCE Co 0.17% Add +1.0% 1,000,800 $89.4M
Bank Julius Baer & Co. Ltd, Zurich 0.33% Reduce -4.8% 906,140 $87.3M
HSBC Holdings PLC 0.05% Reduce -14.3% 934,945 $83.6M
Ameriprise Financial Inc. 0.02% Reduce -9.8% 920,073 $82.2M
LPL Financial LLC 0.04% Add +3.8% 902,461 $80.6M
T. Rowe Price Associates Inc. 0.01% Add +0.7% 888,788 $79.4M
California State Teachers Retirement System 0.10% Reduce -1.8% 886,080 $79.1M
Raymond James & Associates 0.05% Add +9.4% 866,732 $77.4M
Clark Capital Management Group, Inc. 0.56% Add +1.2% 846,456 $75.6M
TCTC Holdings, LLC 2.50% Reduce -0.5% 814,938 $72.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +12.5% 796,588 $71.1M
Vest Financial, LLC 1.65% Add +20.0% 770,417 $68.8M
Allianz Asset Management GmbH 0.10% Add +28.9% 708,582 $63.3M
Bank of Montreal 0.02% Add +3.1% 695,891 $62.7M
Pictet Asset Management Holding SA 0.07% Reduce -14.7% 695,360 $62.1M
State Board of Administration of Florida Retirement System 0.12% Reduce -6.9% 668,250 $59.7M
Raymond James Financial Services Advisors, Inc. 0.08% Reduce -7.9% 665,243 $59.4M
Agf Management Ltd. 0.33% Reduce -2.3% 660,688 $59.0M
Stifel Financial Corp. 0.07% Reduce -1.5% 654,577 $58.5M
QRG Capital Management, Inc. 0.69% Add +3.3% 648,705 $57.9M
BNP Paribas Financial Markets 0.06% Add +1.4% 647,969 $57.9M
Corient Private Wealth LP 0.10% Add +0.3% 646,252 $57.7M
Principal Financial Group Inc. 0.03% Reduce -4.0% 640,442 $57.2M
Donaldson Capital Management, LLC 2.40% Reduce -0.8% 640,060 $57.2M
Jane Street Group, LLC 0.06% Add +161.9% 621,264 $55.5M
Storebrand Asset Management As 0.18% Reduce -2.9% 620,135 $55.4M
Nomura Asset Management Co. Ltd. 0.19% Add +13.9% 608,773 $54.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +7.5% 606,431 $54.2M
Citigroup Inc. 0.05% Add +6.3% 604,036 $53.9M
Boston Partners 0.07% Reduce -3.2% 600,301 $53.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Reduce -31.0% 568,958 $50.8M
New York State Common Retirement Fund 0.06% Reduce -0.8% 551,906 $49.3M
Greatmark Investment Partners, Inc. 6.79% Reduce -0.3% 521,424 $46.6M
Ariel Investments 0.50% Reduce -3.9% 516,974 $46.2M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -0.4% 504,795 $45.1M
Millennium Management 0.04% Add +385.5% 489,812 $43.7M
Polar Capital Holdings Plc 0.26% No change 485,000 $43.3M
Russell Investments Group, Ltd. 0.07% Reduce -4.1% 473,327 $42.3M
Retirement Systems of Alabama 0.16% Reduce -4.7% 468,474 $41.8M
Citadel Advisors 0.04% Add +23.5% 457,421 $40.9M
D. E. Shaw & Co. 0.06% Add +18.8% 455,078 $40.6M
O'shaughnessy Asset Management, LLC 0.42% Add +6.5% 453,990 $40.5M
HighTower Advisors, LLC 0.06% Add +4.0% 448,021 $40.0M
Franklin Resources Inc. 0.01% Reduce -38.1% 443,048 $39.6M
New York State Teachers Retirement System 0.08% Reduce -8.1% 435,056 $38.9M
Pinebridge Investments, L.P. 0.31% Add +11.4% 425,454 $38.0M
Rockefeller Capital Management L.P. 0.11% Reduce -4.9% 418,966 $37.4M
DekaBank Deutsche Girozentrale 0.07% Reduce -5.7% 413,665 $36.9M
Conning Inc. 1.34% Reduce -13.3% 399,953 $35.7M
Sabal Trust CO 2.11% Reduce -3.5% 396,896 $35.4M
Roffman Miller Associates Inc. 2.31% Add +0.6% 392,906 $35.1M
Prudential Financial Inc. 0.05% Reduce -10.4% 391,185 $34.9M
Korea Investment CORP 0.09% Add +0.9% 381,777 $34.1M
Welch & Forbes LLC 0.45% Reduce -1.6% 382,990 $34.1M
Gateway Investment Advisers LLC 0.38% Reduce -0.1% 374,578 $33.5M
Raymond James Trust N.A. 0.75% Add +2.8% 358,556 $32.0M
Caisse de depot et placement du Quebec 0.08% Reduce -15.3% 353,098 $31.5M
Trillium Asset Management, LLC 0.77% Reduce -1.7% 343,184 $30.7M
Victory Capital Management Inc. 0.03% Reduce -4.3% 337,545 $30.1M
Henshaw Capital LLC 1.36% No change 337,000 $30.1M
State of Wisconsin Investment Board 0.08% Reduce -1.9% 324,782 $29.0M
Royal London Asset Management Ltd. 0.07% Reduce -5.8% 321,925 $28.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.2% 317,728 $28.4M
Swedbank AB 0.04% Reduce -1.9% 315,189 $28.1M
Franklin Street Advisors Inc. 1.98% Reduce -6.2% 310,010 $27.7M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.9% 305,321 $27.3M
Commonwealth Equity Services, LLC 0.04% Add +5.8% 302,278 $27.0M
Willis Investment Counsel 1.83% Reduce -0.0% 296,603 $26.5M
PhiloSmith Capital Corp 7.43% No change 295,800 $26.4M
Janney Montgomery Scott LLC 0.08% Reduce -1.9% 292,865 $26.2M
Waters Parkerson & Co., LLC 1.37% Reduce -2.2% 288,953 $25.8M
National Bank of Canada 0.04% Add +8.0% 282,874 $25.2M
Natixis Advisors, LLC 0.05% Add +3.9% 280,228 $25.0M
Danske Bank A/S 0.09% Reduce -11.2% 269,396 $24.1M
Aberdeen Group plc 0.05% Reduce -9.4% 269,092 $24.0M
Sei Investments Co. 0.03% Reduce -10.8% 268,945 $24.0M
Achmea Investment Management B.V. 0.43% Reduce -3.0% 266,517 $23.8M
Susquehanna International Group, LLP 0.04% Add +56.1% 265,634 $23.7M
Cetera Investment Advisers 0.05% Reduce -16.1% 261,065 $23.3M
Aviva PLC 0.06% Add +2.5% 257,180 $23.0M
Treasurer of the State of North Carolina 0.10% Reduce -4.0% 255,850 $22.9M
Destination Wealth Management 0.75% Reduce -2.4% 252,524 $22.6M
Moran Wealth Management, LLC 0.74% Add +23.9% 252,306 $22.5M
Public Employees Retirement System of Ohio 0.09% Reduce -3.0% 250,965 $22.4M
Hyman Charles D 1.24% Reduce -0.5% 248,206 $22.2M
Schaper Benz & Wise Investment Counsel Inc. 1.91% Reduce -15.9% 247,188 $22.1M
Swiss Life Asset Management Ltd 0.26% Add +3.7% 245,711 $21.9M
Nisa Investment Advisors, LLC 0.14% Reduce -2.8% 240,857 $21.5M
AE Wealth Management LLC 0.21% Add +10.0% 232,973 $20.8M
AQR Capital Management 0.03% Reduce -51.5% 227,311 $20.3M
AMF Tjanstepension AB 0.15% Add +43.4% 222,535 $19.9M
Creative Planning 0.02% Add +6.9% 221,660 $19.8M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -36.6% 221,115 $19.7M
AEGON ASSET MANAGEMENT UK Plc 0.28% Add +724.9% 221,021 $19.7M
JNBA Financial Advisors 2.06% Reduce -0.6% 218,335 $19.5M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -2.9% 218,100 $19.5M
Danica Pension, Livsforsikringsaktieselskab 0.40% Reduce -8.4% 217,857 $19.5M
Asset Management One Co., Ltd. 0.07% Reduce -1.4% 217,823 $19.5M
PNC Financial Services Group, Inc. 0.01% Add +1.2% 214,912 $19.2M
Keybank National Association 0.08% Add +0.2% 207,062 $18.5M
US Bancorp \de 0.03% Reduce -0.5% 205,371 $18.3M
State of New Jersey Common Pension Fund D 0.08% Reduce -37.8% 200,906 $17.9M
Cerity Partners LLC 0.05% Add +21.3% 200,532 $17.9M
Man Group plc 0.05% Reduce -46.0% 200,421 $17.9M
Huntington National Bank 0.18% Reduce -0.7% 200,037 $17.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.20% — 198,274 $17.7M
Baird Financial Group, Inc. 0.04% Reduce -0.8% 194,123 $17.3M
PGGM Investments 0.24% Reduce -0.3% 190,150 $17.0M
TD Asset Management Inc 0.02% Add +2.1% 188,370 $16.8M
Glenmede Trust Co. NA 0.09% Reduce -16.3% 188,250 $16.8M
Neuberger Berman Group LLC 0.01% Reduce -2.4% 186,476 $16.7M
KBC Group NV 0.05% Reduce -59.0% 186,326 $16.6M
Voya Investment Management LLC 0.02% Add +2.7% 184,707 $16.5M
Yousif Capital Management, LLC 0.19% Reduce -3.3% 184,412 $16.5M
HM Payson & Co. 0.30% Reduce -0.7% 184,242 $16.5M
Oppenheimer & Co. Inc. 0.26% Reduce -0.7% 183,496 $16.4M
Resona Asset Management Co.,Ltd. 0.10% Reduce -2.8% 182,813 $16.3M
Rafferty Asset Management, LLC 0.06% Reduce -1.8% 181,878 $16.2M
Cresset Asset Management, LLC 0.07% Add +8.3% 175,592 $15.7M
HRT Financial LP 0.09% Add +633.3% 175,385 $15.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Reduce -7.1% 174,560 $15.6M
Teacher Retirement System of Texas 0.09% Add +0.9% 170,820 $15.3M
Comerica Bank 0.06% Reduce -3.5% 169,283 $15.1M
Illinois Municipal Retirement Fund 0.23% Add +1.3% 168,842 $15.1M
Mather Group, Llc. 0.18% Add +1.9% 174,687 $15.0M
Handelsbanken Fonder AB 0.06% Add +3.9% 166,956 $14.9M
Tocqueville Asset Management L.P. 0.24% Reduce -18.5% 165,700 $14.8M
SpiderRock Advisors, LLC 0.39% Add +14.3% 164,919 $14.7M
Bridgewater Associates 0.07% Reduce -34.5% 160,630 $14.3M
Osaic Holdings, Inc. 0.03% Reduce -7.1% 159,317 $14.2M
Lawson Kroeker Investment Management Inc. 2.75% Reduce -1.4% 159,353 $14.2M
Arizona State Retirement System 0.09% Reduce -0.5% 158,474 $14.2M
AXA S.A. 0.04% Add +12.0% 157,939 $14.1M
Richard C. Young & CO., LTD. 1.70% Add +2.0% 156,420 $14.0M
Farmers & Merchants Investments Inc. 0.46% Add +0.2% 155,267 $13.9M
Toronto Dominion Bank 0.02% Reduce -53.9% 153,232 $13.7M
GMO 0.05% New 151,539 $13.5M
State of Michigan Retirement System 0.07% Reduce -2.4% 150,807 $13.5M
Cambria Investment Management, L.P. 0.82% Add +2.3% 150,413 $13.4M
Wilmington Savings Fund Society, FSB 0.51% Reduce -1.2% 150,150 $13.4M
State of Tennessee, Department of Treasury 0.05% Reduce -3.8% 150,021 $13.4M
Varma Mutual Pension Insurance Co 0.11% Reduce -3.6% 149,391 $13.3M
Quantinno Capital Management LP 0.24% Add +4.8% 147,623 $13.2M
NewEdge Advisors, LLC 0.10% Add +38.0% 147,357 $13.2M
DAVENPORT & Co LLC 0.08% Add +13.9% 146,602 $13.1M
Beck Bode, LLC 2.57% Add +1.3% 143,350 $12.8M
U.S. Capital Wealth Advisors, LLC 0.49% Add +0.7% 142,467 $12.7M
Mariner, LLC 0.02% Add +2.2% 141,807 $12.7M
Commerce Bank 0.08% Add +0.0% 141,756 $12.7M
Ilmarinen Mutual Pension Insurance Co 0.15% No change 141,317 $12.6M
Southeast Asset Advisors, LLC 1.49% Add +0.0% 139,167 $12.4M
MetLife Investment Management, LLC 0.07% Add +11.7% 138,901 $12.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.3% 137,834 $12.3M
&partners 0.54% Add +608.1% 137,125 $12.3M
Corebridge Financial, Inc. 0.07% — 137,029 $12.2M
USS Investment Management Ltd 0.10% Add +2.2% 135,448 $12.1M
Cullinan Associates Inc. 0.68% Reduce -35.3% 133,734 $11.9M
Gotham Asset Management 0.15% Add +29.7% 132,968 $11.9M
Pathstone Holdings, LLC 0.05% Add +0.2% 130,171 $11.6M
Forsta Ap-Fonden 0.10% Reduce -16.3% 129,800 $11.6M
Calamos Advisors LLC 0.08% Reduce -3.5% 128,764 $11.5M
Mattern Capital Management, LLC 1.53% Reduce -1.3% 123,833 $11.1M
IFM Investors Pty Ltd 0.11% Add +0.1% 123,739 $11.1M
Cannell & Spears LLC 0.23% Reduce -0.7% 122,886 $11.0M
Renaissance Technologies 0.02% New 121,800 $10.9M
Auxier Asset Management LLC 1.69% Reduce -0.0% 119,244 $10.6M
Intech Investment Management LLC 0.13% Reduce -49.7% 118,871 $10.6M
Cibc World Market Inc. 0.03% Add +20.3% 117,650 $10.5M
State of Alaska, Department of Revenue 0.12% Reduce -0.0% 116,109 $10.4M
Kestra Advisory Services, LLC 0.06% Add +64.8% 115,673 $10.3M
Wellington Management Group LLP 0.00% Reduce -7.6% 115,538 $10.3M
Ethic Inc. 0.24% Reduce -4.7% 115,405 $10.3M
Banque Pictet & Cie SA 0.11% Add +6.3% 114,918 $10.3M
South Dakota Investment Council 0.21% Reduce -0.6% 113,949 $10.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -1.7% 113,578 $10.1M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +4.5% 112,279 $10.0M
Lighthouse Investment Partners, LLC 0.56% Add +221.8% 112,062 $10.0M
CW Advisors, LLC 0.16% New 111,816 $10.0M
Northwest & Ethical Investments L.P. 0.28% Reduce -12.6% 109,930 $9.8M
Foster & Motley Inc. 0.67% Reduce -2.6% 108,872 $9.7M
Ensign Peak Advisors, Inc 0.02% Reduce -0.0% 108,070 $9.7M
Amalgamated Bank 0.08% Reduce -4.4% 107,895 $9.6M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +8.3% 105,000 $9.4M
Core Alternative Capital 1.87% Reduce -13.9% 104,877 $9.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +58.0% 104,703 $9.4M
Andra AP-fonden 0.16% Reduce -11.1% 104,300 $9.3M
M&T Bank Corp 0.03% Reduce -4.8% 103,937 $9.3M
Fifth Third Bancorp 0.04% Reduce -7.7% 102,999 $9.2M
JGP Wealth Management, LLC 1.29% Add +1.0% 101,561 $9.1M
Cibc World Markets Corp. 0.06% Reduce -25.2% 100,752 $9.0M
Meiji Yasuda Asset Management Co Ltd. 0.36% Add +1.6% 100,458 $9.0M
DNB Asset Management AS 0.04% Add +3.0% 100,015 $8.9M
Regal Investment Advisors LLC 0.59% Add +1.4% 99,835 $8.9M
Avantax Advisory Services, Inc. 0.06% Add +8.1% 99,600 $8.9M
Czech National Bank 0.10% Add +6.4% 98,535 $8.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 98,058 $8.8M
GAM Holding AG 0.66% Add +3.6% 97,019 $8.7M
Contravisory Investment Management, Inc. 1.88% Reduce -2.2% 94,811 $8.5M
Marco Investment Management LLC 0.78% Add +1.8% 94,443 $8.4M
Utah Retirement Systems 0.10% Reduce -6.5% 94,245 $8.4M
Leavell Investment Management, Inc. 0.46% Add +1.2% 93,633 $8.4M
Railway Pension Investments Ltd 0.10% Add +3.8% 90,200 $8.1M
Advisors Asset Management, Inc. 0.16% Reduce -0.9% 90,030 $8.0M
Macquarie Group Ltd. 0.01% Add +13.9% 88,937 $7.9M
Steward Partners Investment Advisory, LLC 0.08% Add +2.5% 87,966 $7.9M
Van Eck Associates Corp. 0.01% Reduce -3.0% 87,827 $7.8M
Public Sector Pension Investment Board 0.05% Add +5.5% 87,695 $7.8M
CIBC Asset Management Inc 0.03% Reduce -6.3% 86,134 $7.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.9% 86,006 $7.7M
Canada Pension Plan Investment Board 0.01% Reduce -62.3% 84,147 $7.5M
Welch Group, LLC 0.36% Add +147.7% 83,851 $7.5M
Benjamin F. Edwards & Company, Inc. 0.13% Add +7.8% 83,748 $7.5M
S&co Inc. 0.52% Reduce -4.5% 83,670 $7.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.9% 82,609 $7.4M
Guggenheim Capital LLC 0.05% Reduce -32.5% 81,989 $7.3M
Liberty Capital Management, Inc. 1.73% Add +1.3% 81,809 $7.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% Add +3.3% 81,515 $7.3M
Stolper Co 2.54% Add +2.1% 80,892 $7.2M
CPC Advisors, LLC 1.18% Add +2178.9% 79,762 $7.1M
Kwmg, LLC 0.76% Reduce -3.0% 79,394 $7.1M
Citizens National Bank Trust Department 1.57% Reduce -0.7% 79,083 $7.1M
Baker Avenue Asset Management, LP 0.24% Reduce -1.9% 79,067 $7.1M
New York Life Investment Management LLC 0.07% Reduce -0.9% 78,821 $7.0M
CI Investments Inc. 0.03% Reduce -2.4% 78,760 $7.0M
Palisade Asset Management, LLC 0.72% Reduce -0.8% 78,369 $7.0M
Pittenger & Anderson Inc. 0.29% Add +0.4% 78,359 $7.0M
Xponance LLC 0.07% Reduce -4.4% 77,909 $7.0M
Great Lakes Advisors, LLC 0.06% Reduce -2.3% 77,880 $7.0M
Toth Financial Advisory Corp. 0.88% Reduce -2.4% 77,216 $6.9M
Allen Mooney & Barnes Investment Advisors LLC 1.22% Reduce -53.8% 76,489 $6.8M
Crossmark Global Holdings, Inc. 0.13% Reduce -17.9% 76,278 $6.8M
Prospera Financial Services Inc 0.19% Reduce -0.2% 75,115 $6.7M
Nicholas Wealth, LLC. 4.78% Add +1.0% 75,010 $6.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -6.0% 74,695 $6.7M
Vanguard Personalized Indexing Management, LLC 0.13% Add +26.4% 74,294 $6.6M
Mizuho Markets Americas LLC 0.18% Reduce -37.0% 73,958 $6.6M
MML Investors Services, LLC 0.03% Reduce -7.2% 73,805 $6.6M
Orion Porfolio Solutions, LLC 0.07% Reduce -3.6% 73,561 $6.6M
Orion Portfolio Solutions, LLC 0.07% Reduce -3.6% 73,561 $6.6M
Modera Wealth Management, LLC 0.10% Add +0.1% 73,362 $6.6M
AdvisorShares Investments LLC 1.12% Add +7.4% 72,268 $6.4M
First National Trust Co 0.26% Reduce -4.6% 71,412 $6.4M
Estabrook Capital Management 0.97% Reduce -0.5% 70,377 $6.3M
Meritage Portfolio Management 0.40% Reduce -1.1% 70,295 $6.3M
Nissay Asset Management Corp. /Japan 0.04% Reduce 0.0% 69,831 $6.2M
Level Four Advisory Services, LLC 0.28% Add +244.9% 69,795 $6.2M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -6.2% 69,233 $6.2M
Zega Financial, LLC 2.20% Add +0.1% 68,078 $6.1M
Janus Henderson Group PLC 0.00% Reduce -3.9% 67,812 $6.1M
Radnor Capital Management, LLC 1.82% Add +2.8% 66,792 $6.0M
Thomasville National Bank 0.48% Reduce -0.3% 66,628 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -5.5% 65,209 $5.8M
Assenagon Asset Management S.A. 0.01% Reduce -45.1% 64,857 $5.8M
Guardian Capital Advisors LP 0.61% Add +0.3% 63,688 $5.7M
ING Groep NV 0.03% Reduce -3.6% 63,956 $5.7M
Peninsula Asset Management Inc. 3.13% Add +1.0% 63,815 $5.7M
Mackenzie Financial Corp. 0.01% Reduce -1.3% 63,487 $5.7M
HB Wealth Management, LLC 0.07% Reduce -0.6% 63,154 $5.6M
Coldstream Capital Management Inc. 0.14% Reduce -1.1% 62,765 $5.6M
Alkeme Wealth, LLC 2.67% Reduce -7.6% 62,656 $5.6M
Monarch Capital Management Inc. 1.63% Reduce -3.2% 62,233 $5.6M
Hudson Edge Investment Partners Inc. 1.07% Reduce -14.2% 62,136 $5.5M
FinTrust Capital Advisors, LLC 1.00% Add +0.7% 61,538 $5.5M
Hollow Brook Wealth Management LLC 1.85% No change 61,031 $5.5M
Pacer Advisors, Inc. 0.01% Reduce -8.4% 60,738 $5.4M
Wallington Asset Management, LLC 0.83% Reduce -1.7% 60,590 $5.4M
LMG Wealth Partners, LLC 1.33% Add +1.0% 59,877 $5.3M
SG Americas Securities, LLC 0.03% Reduce -63.8% 59,830 $5.3M
Schonfeld Strategic Advisors LLC 0.04% New 59,468 $5.3M
Los Angeles Capital Management LLC 0.02% Reduce -8.4% 58,581 $5.2M
Daiwa Securities Group Inc. 0.03% Add +8.3% 58,432 $5.2M
Coastline Trust Co 0.61% Reduce -0.1% 58,200 $5.2M
Bank of Nova Scotia 0.01% Reduce -19.1% 57,585 $5.1M
Parallax Volatility Advisers, L.P. 0.15% Add +14.1% 57,550 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -65.8% 57,260 $5.1M
Jacobi Capital Management LLC 0.44% Reduce -1.2% 57,130 $5.1M
Cornerstone Wealth Management, LLC 0.39% Add +3.2% 57,036 $5.1M
Ameritas Investment Partners, Inc. 0.17% Reduce -0.2% 56,983 $5.1M
Turtle Creek Wealth Advisors, LLC 1.18% Add +20.8% 56,974 $5.1M
Tidal Investments LLC 0.07% Add +21.1% 56,651 $5.1M
Burney Co./ 0.19% Reduce -4.0% 56,431 $5.0M
Somerset Trust Co 2.06% Reduce -0.6% 56,146 $5.0M
Wealthfront Advisers LLC 0.02% Add +0.6% 54,323 $4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.2% 53,884 $4.8M
SYSTM Wealth Solutions LLC 1.06% Add +23.5% 53,365 $4.8M
LBMC Investment Advisors, LLC 0.41% No change 52,905 $4.7M
Kestra Private Wealth Services, LLC 0.09% Reduce -1.1% 52,831 $4.7M
Regions Financial Corp. 0.04% Reduce -72.8% 52,661 $4.7M
Kelly Lawrence W & Associates Inc. 1.07% Reduce -3.0% 51,980 $4.6M
Institutional & Family Asset Management, LLC 0.71% Reduce -2.9% 51,947 $4.6M
Signaturefd, LLC 0.09% Reduce -1.1% 51,929 $4.6M
City Holding Co. 0.67% Add +5.4% 50,662 $4.5M
Albion Financial Group 0.34% Reduce -2.8% 50,216 $4.5M
IFG Advisory, LLC 0.29% Add +22.5% 50,137 $4.5M
Kinloch Capital, LLC 2.33% Reduce -2.8% 49,956 $4.5M
Advisory Resource Group 1.00% Add +5.3% 49,708 $4.4M
YHB Investment Advisors, Inc. 0.38% Add +0.0% 49,085 $4.4M
Azimuth Capital Investment Management LLC 0.18% Reduce -0.3% 48,995 $4.4M
Vontobel Holding Ltd. 0.01% Reduce -5.7% 48,870 $4.4M
NovaPoint Capital, LLC 1.47% Add +3.5% 48,501 $4.3M
Beacon Pointe Advisors, LLC 0.05% Reduce -1.2% 46,971 $4.2M
Edmp, Inc. 3.77% Reduce -1.4% 46,644 $4.2M
Elo Mutual Pension Insurance Co 0.10% Reduce -9.1% 46,128 $4.1M
Kintegral Advisory, LLC 0.39% Add +830.5% 46,077 $4.1M
Credit Agricole S A 0.03% Add +39.8% 45,851 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -22.7% 45,814 $4.1M
Long Road Investment Counsel, LLC 1.78% No change 45,700 $4.1M
Prudential PLC 0.03% Reduce -42.0% 45,516 $4.1M
Siemens Fonds Invest GmbH 0.30% Reduce -0.3% 45,504 $4.1M
Unison Advisors LLC 0.51% Add +0.6% 45,357 $4.1M
Liberty One Investment Management, LLC 0.46% Add +1.2% 45,242 $4.0M
QV Investors Inc. 0.38% Add +0.5% 45,090 $4.0M
Maryland State Retirement & Pension System 0.07% Reduce -3.0% 44,568 $4.0M
Oregon Public Employees Retirement Fund 0.08% Reduce -1.4% 44,405 $4.0M
Westpac Banking Corp. 0.31% No change 44,281 $4.0M
Unigestion Holding SA 0.22% Add +3.1% 47,792 $3.9M
Park Avenue Securities LLC 0.05% Add +5.8% 44,139 $3.9M
Parsons Capital Management Inc. 0.27% Reduce -0.5% 43,790 $3.9M
Gulf International Bank (UK) Ltd 0.10% Reduce -8.8% 43,178 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.7% 43,076 $3.8M
CIBC Private Wealth Group LLC 0.01% Add +8.8% 43,216 $3.8M
North Star Asset Management Inc. 0.18% Reduce -2.9% 42,793 $3.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -1.0% 42,585 $3.8M
B.O.S.S. Retirement Advisors, LLC 0.97% Add +51.1% 42,342 $3.8M
Certified Advisory Corp 0.47% Add +0.9% 42,302 $3.8M
Mission Wealth Management, LP 0.10% Reduce -21.3% 41,896 $3.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -60.3% 41,804 $3.7M
Dorsey Wright & Associates 0.96% Add +0.2% 41,247 $3.7M
Evercore Wealth Management, LLC 0.06% No change 40,149 $3.6M
Mizuho Securities USA LLC 0.08% New 39,872 $3.6M
Legacy Financial Strategies, LLC 0.85% Add +8.4% 39,737 $3.5M
Brendel Financial Advisors LLC 2.23% Reduce -7.7% 39,267 $3.5M
Kentucky Retirement Systems 0.10% Reduce -2.5% 38,965 $3.5M
D.A. Davidson & Co. 0.03% Add +9.5% 38,837 $3.5M
Court Place Advisors, LLC 1.08% Reduce -4.7% 38,401 $3.4M
MBB Public Markets I LLC 0.07% New 38,273 $3.4M
Grey Ledge Advisors, LLC 0.93% Reduce -0.9% 38,047 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -1.7% 37,738 $3.4M
Fiduciary Trust Co 0.05% Reduce -4.2% 37,697 $3.4M
Atria Investments, Inc 0.04% Add +24.3% 37,648 $3.4M
Dakota Wealth Management 0.08% Reduce -1.9% 37,632 $3.4M
Bessemer Group Inc. 0.01% Add +0.5% 37,405 $3.3M
Triasima Portfolio Management inc. 0.31% Add +6.0% 37,351 $3.3M
Delta Financial Advisors LLC 1.28% Add +0.0% 37,038 $3.3M
Bailard, Inc. 0.09% Add +0.6% 36,739 $3.3M
Security National Bank of So Dak 1.96% Add +0.5% 36,729 $3.3M
Hartford Investment Management Co. 0.11% Reduce -0.7% 36,453 $3.3M
Lido Advisors, LLC 0.03% Reduce -15.9% 36,404 $3.3M
Choate Investment Advisors 0.08% Reduce -13.8% 35,945 $3.2M
Sound View Wealth Advisors Group, LLC 0.33% Add +0.3% 35,750 $3.2M
Freestone Capital Holdings, LLC 0.11% Add +1.5% 35,661 $3.2M
Ranch Capital Advisors Inc. 1.66% Add +0.6% 35,616 $3.2M
Candriam S.C.A. 0.02% Add +5.3% 35,415 $3.2M
Gould Capital, LLC 2.22% Reduce -1.5% 35,309 $3.2M
Atlantic Union Bankshares Corp 0.20% Add +17.9% 35,029 $3.1M
Gilliland Jeter Wealth Management LLC 1.05% Add +0.1% 34,782 $3.1M
Sanctuary Advisors, LLC 0.02% — 37,063 $3.1M
UniSuper Management Pty Ltd 0.03% Add +83.1% 33,943 $3.0M
Security National Bank of Sioux City Iowa 2.18% Reduce -1.4% 33,875 $3.0M
UMB Bank, n.a. 0.05% Reduce -4.0% 33,793 $3.0M
Brightwater Advisory LLC 2.33% Add +36.4% 33,759 $3.0M
Metis Global Partners, LLC 0.10% Add +2.1% 33,744 $3.0M
GPS Wealth Strategies Group, LLC 0.45% Reduce -6.0% 33,606 $3.0M
Virginia Wealth Management Group, Inc. 2.73% Reduce -0.5% 33,472 $3.0M
Trek Financial, LLC 0.24% Reduce -0.5% 33,380 $3.0M
Nations Financial Group Inc, /Ia/ 0.24% Add +4.9% 33,313 $3.0M
Regency Capital Management Inc.\DE 1.91% Add +19.9% 33,264 $3.0M
Concurrent Investment Advisors, LLC 0.10% Add +9.3% 32,942 $2.9M
Wintrust Investments LLC 0.24% Reduce -0.6% 32,396 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -34.9% 32,270 $2.9M
G&S Capital LLC 1.25% Reduce -2.7% 30,806 $2.9M
Eads & Heald Wealth Management 1.39% Reduce -1.0% 32,138 $2.9M
Tiaa Trust, National Association 0.01% Add +16.8% 32,041 $2.9M
Bank of New Hampshire 0.74% Add +0.2% 32,008 $2.9M
Jones Financial Companies LLLP 0.00% Add +335.4% 31,565 $2.8M
Larson Financial Group LLC 0.19% Reduce -1.6% 31,363 $2.8M
Rowlandmiller & Partners.adv 0.61% Reduce -2.6% 31,349 $2.8M
Ostrum Asset Management 0.24% Reduce -8.1% 31,255 $2.8M
Bokf, NA 0.05% Add +13.2% 31,230 $2.8M
Walleye Trading LLC 0.05% Reduce -1.9% 30,966 $2.8M
Mattern Wealth Management LLC 0.66% Reduce -8.7% 30,639 $2.7M
Good Life Advisors, LLC 0.22% Add +0.2% 30,083 $2.7M
Empowered Funds, LLC 0.05% Add +6.5% 29,931 $2.7M
Family Firm, Inc. 0.60% Add +0.0% 29,921 $2.7M
Allworth Financial LP 0.02% Add +51.3% 28,594 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -4.1% 29,732 $2.7M
Kesler, Norman & Wride, LLC 0.56% Reduce -6.2% 29,325 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -4.3% 29,300 $2.6M
Apollon Wealth Management, LLC 0.08% Add +1.3% 29,257 $2.6M
Advisory Services Network, LLC 0.05% Reduce -21.3% 29,054 $2.6M
Lake Street Advisors Group, LLC 0.12% Reduce -1.0% 28,737 $2.6M
Thrivent Financial for Lutherans 0.01% Add +7.7% 28,727 $2.6M
Canandaigua National Bank & Trust Co. 0.28% Reduce -0.5% 28,501 $2.5M
M&G PLC 0.02% New 28,479 $2.5M
Chesapeake Asset Management LLC 2.42% No change 28,251 $2.5M
AMG National Trust Bank 0.07% Add +12.9% 28,224 $2.5M
Brown Advisory Inc. 0.00% Add +8.5% 28,173 $2.5M
Great Diamond Partners, LLC 0.59% Reduce -1.1% 28,059 $2.5M
Cwm, LLC 0.01% Add +1.0% 27,909 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.8% 27,901 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -3.2% 27,817 $2.5M
Connors Investor Services Inc. 0.26% No change 27,488 $2.5M
STRS Ohio 0.01% Add +9.5% 27,137 $2.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.2% 26,996 $2.4M
Family Manage LLC 0.43% Add +7.8% 26,984 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.28% Reduce -1.6% 26,901 $2.4M
Focus Partners Wealth 0.01% Add +41.9% 26,887 $2.4M
New Mexico Educational Retirement Board 0.08% No change 26,806 $2.4M
Global Retirement Partners, LLC 0.07% Add +262.5% 26,609 $2.4M
Pinnacle Financial Partners Inc 0.05% Reduce -0.3% 26,804 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -6.9% 26,516 $2.4M
Guardian Capital LP 0.09% Reduce -4.3% 26,422 $2.4M
Penobscot Investment Management Company, Inc. 0.23% Add +1.0% 26,357 $2.4M
Ritholtz Wealth Management 0.08% Add +32.6% 26,317 $2.4M
First Trust Direct Indexing L.P. 0.14% Add +17.5% 26,073 $2.3M
Axiom Advisory, LLC 0.03% New 26,964 $2.3M
Tower Research Capital LLC (TRC) 0.04% Add +55.2% 25,783 $2.3M
Mitchell & Pahl Private Wealth, LLC 1.21% Reduce -1.1% 25,685 $2.3M
Dominguez Wealth Management Solutions, Inc. 1.72% Add +1.1% 25,649 $2.3M
Kenora Financial, LLC 0.95% Add +2.1% 25,434 $2.3M
Knuff & Co LLC 0.74% No change 25,425 $2.3M
Integrated Wealth Concepts LLC 0.03% Add +2.1% 25,348 $2.3M
Biltmore Family Office, LLC 0.41% Reduce -1.9% 25,233 $2.3M
Cornerstone Advisors, LLC 0.09% Reduce -25.5% 25,100 $2.2M
SS&H Financial Advisors, Inc. 0.87% Reduce -0.4% 24,956 $2.2M
Sawgrass Asset Management LLC 0.24% Reduce -0.4% 24,940 $2.2M
TKG Advisors, LLC 1.21% Add +1.4% 24,880 $2.2M
Flputnam Investment Management Co. 0.04% Add +0.3% 24,829 $2.2M
SteelPeak Wealth, LLC 0.10% Add +1.3% 24,815 $2.2M
Daymark Wealth Partners, LLC 0.10% Reduce -0.7% 24,616 $2.2M
St Germain D J Co. Inc. 0.11% No change 24,582 $2.2M
Tanaka Capital Management Inc. 5.19% Reduce -0.5% 24,564 $2.2M
Wedbush Securities Inc. 0.08% Reduce -1.2% 24,485 $2.2M
Praxis Investment Management Inc. 0.15% No change 25,980 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -0.3% 24,306 $2.2M
Sandy Spring Bank 0.10% Reduce -0.4% 24,291 $2.2M
Shelton Capital Management 0.06% Add +670.7% 24,246 $2.2M
Fiduciary Group, LLC 0.23% Reduce -2.3% 24,014 $2.1M
Trustmark Bank Trust Department 0.17% Reduce -1.1% 23,936 $2.1M
Stephens Inc. 0.03% Add +2.8% 23,807 $2.1M
HBK Sorce Advisory LLC 0.07% Add +2.7% 23,794 $2.1M
Ossiam 0.04% Reduce -6.7% 23,593 $2.1M
Bank Ozk 0.91% Reduce -2.1% 23,500 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.21% Reduce -3.0% 23,489 $2.1M
Oak Hill Wealth Advisors, LLC 0.63% — 23,450 $2.1M
NBT Bank, N.A. 0.15% Add +847.6% 23,387 $2.1M
CENTRAL TRUST Co 0.05% Reduce -1.2% 23,376 $2.1M
Walleye Capital LLC 0.02% Add +205.3% 23,359 $2.1M
McDonald Partners LLC 0.55% Add +1.0% 23,142 $2.1M
Chiron Capital Management, LLC 1.97% No change 23,055 $2.1M
Nomura Holdings Inc. 0.01% Add +67.8% 22,742 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -6.0% 22,638 $2.0M
Rakuten Investment Management, Inc. 0.01% Add +55.7% 22,423 $2.0M
Ballentine Partners, LLC 0.04% Add +9.5% 22,307 $2.0M
Motley Fool Asset Management LLC 0.13% Add +29.5% 22,078 $2.0M
Capital Investment Advisors, LLC 0.04% Add +1.0% 21,800 $1.9M
Ieq Capital, LLC 0.03% Add +0.5% 21,775 $1.9M
Evergreen Capital Management LLC 0.07% Add +0.5% 21,743 $1.9M
Valmark Advisers, Inc. 0.03% Add +0.8% 21,718 $1.9M
Brady Family Wealth, LLC 0.62% Reduce -3.1% 21,669 $1.9M
Woodmont Investment Counsel LLC 0.16% Reduce -0.1% 21,634 $1.9M
Boston Family Office LLC 0.14% Reduce -1.0% 21,597 $1.9M
BKM Wealth Management, LLC 0.93% Add +0.8% 21,588 $1.9M
MAI Capital Management 0.02% Add +5.5% 21,532 $1.9M
Moody Aldrich Partners LLC 0.37% No change 21,509 $1.9M
Brevan Howard Capital Management LP 0.13% New 21,498 $1.9M
Uncommon Cents Investing LLC 0.60% Reduce -1.4% 21,495 $1.9M
Matrix Trust Co 0.43% Add +5.1% 21,379 $1.9M
Forza Wealth Management, LLC 0.98% No change 21,270 $1.9M
NorthCoast Asset Management LLC 0.02% Add +248.4% 20,902 $1.9M
Builder Investment Group Inc. 0.51% Reduce -0.6% 20,870 $1.9M
Gifford Fong Associates 0.49% No change 20,600 $1.8M
Smith Shellnut Wilson LLC 0.89% No change 20,592 $1.8M
Caprock Group, LLC 0.07% Add +60.3% 20,484 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +3.3% 20,453 $1.8M
Heritage Trust Co 0.24% Add +5.0% 20,447 $1.8M
Crawford Investment Counsel Inc. 0.03% Add +11.0% 20,198 $1.8M
Townsquare Capital LLC 0.02% Add +8.2% 20,146 $1.8M
Global Financial Private Client, LLC 0.75% Add +0.6% 20,110 $1.8M
Bell Bank 0.15% Reduce -35.2% 20,029 $1.8M
Riverview Capital Advisers, LLC 0.60% No change 19,886 $1.8M
Atria Wealth Solutions, Inc. 0.02% Reduce -7.5% 37,510 $1.8M
Erste Asset Management GmbH 0.02% No change 19,700 $1.8M
Brookstone Capital Management 0.03% Reduce -5.9% 18,589 $1.7M
Merit Financial Group, LLC 0.04% Add +3.3% 19,571 $1.7M
Anchor Investment Management, LLC 0.18% Reduce -0.9% 19,532 $1.7M
Pinnacle Associates Ltd. 0.03% Reduce -0.1% 19,445 $1.7M
Athena Investment Management 1.05% Reduce -1.5% 19,441 $1.7M
Centaurus Financial, Inc. 0.12% Add +6.5% 19,330 $1.7M
Virtu Financial LLC 0.12% New 19,301 $1.7M
OMERS ADMINISTRATION Corp 0.02% New 19,245 $1.7M
Ridgewood Investments LLC 0.86% Add +1.5% 19,179 $1.7M
Old National Bancorp 0.04% Reduce -0.7% 19,161 $1.7M
Chesley Taft & Associates LLC 0.09% Reduce -0.9% 19,025 $1.7M
NEOS Investment Management LLC 0.07% Add +45.8% 19,023 $1.7M
Empirical Finance, LLC 0.11% Reduce -9.3% 18,963 $1.7M
Shilanski & Associates, Inc. 0.57% Reduce -1.5% 18,941 $1.7M
XTX Topco Ltd 0.14% New 18,882 $1.7M
IHT Wealth Management, LLC 0.06% Add +1.9% 18,870 $1.7M
Sawyer & Company, Inc 0.67% Reduce -2.9% 18,846 $1.7M
StoneX Group Inc. 0.13% Add +26.7% 18,753 $1.7M
EagleClaw Capital Managment, LLC 0.30% Reduce -1.1% 18,713 $1.7M
Blair William & Co. 0.01% Add +0.2% 18,659 $1.7M
HighPoint Advisor Group LLC 0.10% Reduce -0.3% 17,390 $1.7M
Norinchukin Bank, The 0.05% Reduce -0.4% 18,486 $1.7M
Squarepoint Ops LLC 0.01% Add +29.3% 18,462 $1.6M
Glenview Trust Co 0.03% Reduce -0.1% 18,388 $1.6M
Elevation Point Wealth Partners, LLC 0.13% Add +33.6% 18,249 $1.6M
Signature Estate & Investment Advisors LLC 0.04% New 18,181 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.37% Reduce -1.0% 18,161 $1.6M
Private Advisor Group, LLC 0.01% Add +11.5% 18,037 $1.6M
Meeder Advisory Services, Inc. 0.11% Add +31.0% 18,010 $1.6M
NJ State Employees Deferred Compensation Plan 0.20% No change 18,000 $1.6M
Cohen Klingenstein LLC 0.06% No change 18,000 $1.6M
Federated Hermes, Inc. 0.00% Reduce -40.6% 17,983 $1.6M
Capital City Trust Co. 0.44% Reduce -2.0% 17,958 $1.6M
Mutual Advisors, LLC 0.05% Add +1.0% 16,868 $1.6M
Naples Global Advisors, LLC 0.16% Reduce -2.3% 17,845 $1.6M
Strategic Investment Advisors / MI 0.19% Reduce -0.7% 17,829 $1.6M
Y-Intercept (Hong Kong) Ltd 0.09% New 17,561 $1.6M
Pensionfund Sabic 0.46% No change 17,500 $1.6M
SlateStone Wealth, LLC 0.17% Reduce -0.2% 17,335 $1.5M
Mission Creek Capital Partners, Inc. 0.39% Add +149.3% 17,289 $1.5M
Ascent Group, LLC 0.13% Add +0.6% 17,231 $1.5M
Redwood Investment Management, LLC 0.13% Reduce -12.3% 15,457 $1.5M
Southern Capital Advisors, LLC 0.94% Reduce -0.8% 17,081 $1.5M
Telos Capital Management, Inc. 0.17% No change 17,055 $1.5M
Greenleaf Trust 0.01% Add +1.9% 17,054 $1.5M
Columbus Macro, LLC 0.58% Reduce -0.9% 16,924 $1.5M
Townsend Asset Management Corp. /NC/ 0.58% No change 16,838 $1.5M
SouthState Bank Corp 0.11% Reduce -6.0% 16,781 $1.5M
Kraematon Investment Advisors, Inc. 1.52% Add +0.3% 16,707 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -4.0% 16,678 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.5% 16,456 $1.5M
Tower Bridge Advisors 0.17% Reduce -2.6% 16,356 $1.5M
Hartline Investment Corp./ 0.20% Add +176.2% 16,268 $1.5M
Valeo Financial Advisors, LLC 0.04% Add +0.2% 16,048 $1.4M
Csenge Advisory Group 0.08% Add +2.4% 15,923 $1.4M
J.W. Cole Advisors, Inc. 0.07% Add +2.4% 15,898 $1.4M
Florida Trust Wealth Management Co 0.05% Reduce -0.7% 15,867 $1.4M
LongView Wealth Management 0.52% Add +4.4% 15,749 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.55% Add +5.3% 15,663 $1.4M
Loudon Investment Management, LLC 0.82% No change 15,586 $1.4M
Mystic Asset Management, Inc. 0.56% Reduce -0.7% 15,557 $1.4M
Syon Capital LLC 0.13% Add +1.9% 15,554 $1.4M
GW Henssler & Associates Ltd. 0.08% Reduce -0.3% 15,503 $1.4M
Triton Financial Group Inc 0.97% Reduce -3.4% 15,461 $1.4M
Highland Capital Management, LLC 0.08% No change 15,346 $1.4M
Aptus Capital Advisors, LLC 0.03% Reduce -1.1% 15,223 $1.4M
Summit Financial, LLC 0.06% New 15,171 $1.4M
Rice Partnership, LLC 0.29% No change 15,148 $1.4M
Fidelis Capital Partners, LLC 0.19% Add +39.8% 13,488 $1.3M
Paloma Partners Management Co 0.15% Add +39.7% 14,965 $1.3M
United Services Automobile Association 0.03% Reduce -6.7% 14,902 $1.3M
Bradley Foster & Sargent Inc. 0.02% No change 14,869 $1.3M
Dean Investment Associates, LLC 0.19% Reduce -6.1% 14,867 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.41% Reduce -83.2% 14,786 $1.3M
626 Financial, LLC 0.76% No change 14,745 $1.3M
Oak Asset Management, LLC 0.48% Reduce -1.1% 14,737 $1.3M
Abbot Financial Management, Inc. 0.70% No change 14,735 $1.3M
Sigma Planning Corp 0.04% Add +30.2% 14,547 $1.3M
Mendel Capital Management LLC 0.84% Reduce -1.1% 14,494 $1.3M
RFG Advisory, LLC 0.04% Reduce -3.3% 14,476 $1.3M
Curbstone Financial Management Corp 0.28% Reduce -0.7% 14,370 $1.3M
Sequoia Financial Advisors, LLC 0.02% Add +4.1% 14,138 $1.3M
Lester Murray Antman dba SimplyRich 0.40% Add +0.9% 14,130 $1.3M
Montag A & Associates Inc. 0.06% Add +4.1% 14,101 $1.3M
Choreo, LLC 0.02% Add +439.3% 14,081 $1.3M
Agate Pass Investment Management, LLC 0.67% Reduce -8.4% 14,037 $1.3M
Buckingham Strategic Wealth, LLC 0.01% Reduce -3.7% 14,025 $1.3M
Verdence Capital Advisors LLC 0.11% Reduce -0.5% 13,795 $1.2M
Allegheny Financial Group 0.35% Add +0.0% 13,788 $1.2M
Duncker Streett & Co. Inc. 0.24% Reduce -0.3% 13,697 $1.2M
Legacy Private Trust Co. 0.09% Reduce -3.5% 13,686 $1.2M
Smith & Howard Wealth Management, LLC 0.36% New 13,685 $1.2M
Exencial Wealth Advisors, LLC 0.05% Add +24.2% 13,676 $1.2M
Wellington Shields & Co., LLC 0.40% Add +0.0% 13,629 $1.2M
Cascade Financial Partners, LLC 0.16% Reduce -0.7% 13,597 $1.2M
VeraBank, N.A. 0.37% No change 13,505 $1.2M
Simplicity Wealth,LLC 0.03% Add +22.7% 13,476 $1.2M
Acadian Asset Management LLC 0.00% New 13,478 $1.2M
Cozad Asset Management Inc. 0.12% Add +1.2% 13,453 $1.2M
Kathmere Capital Management, LLC 0.13% Add +17.6% 13,450 $1.2M
Carson Advisory Inc. 0.84% Reduce -0.7% 13,431 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 13,409 $1.2M
Wealthspire Advisors, LLC 0.02% Reduce -3.5% 13,373 $1.2M
DRW Securities, LLC 0.07% New 13,269 $1.2M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -32.3% 13,200 $1.2M
DB Fitzpatrick & Co, Inc 1.09% Reduce -0.5% 13,195 $1.2M
Equitable Holdings, Inc. 0.01% Add +10.7% 12,813 $1.1M
Whittier Trust Co. 0.02% Reduce -2.6% 12,802 $1.1M
Studio Investment Management LLC 0.26% Add +19.1% 12,733 $1.1M
Kingsview Wealth Management, LLC 0.03% Reduce -2.6% 12,692 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 12,619 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +116.3% 12,591 $1.1M
Main Street Financial Solutions, LLC 0.11% Reduce -1.7% 12,581 $1.1M
Cary Street Partners Investment Advisory LLC 0.05% Add +0.7% 12,565 $1.1M
Money Concepts Capital Corp. 0.09% Add +2.7% 12,525 $1.1M
Groupama Asset Managment 0.02% Add +95.5% 12,430 $1.1M
Principal Securities, Inc. 0.03% Add +18.4% 12,429 $1.1M
Blackhawk Capital Partners, LLC 0.66% Reduce -14.6% 12,306 $1.1M
Indiana Trust & Investment Management Co 0.40% Reduce -3.9% 12,216 $1.1M
Investment Management Corp of Ontario 0.03% Add +35.7% 12,161 $1.1M
Waddell & Associates, LLC 0.14% Add +0.6% 12,131 $1.1M
Trust Co. of Vermont 0.06% Add +4.6% 11,970 $1.1M
Savant Capital, LLC 0.01% Add +28.8% 11,842 $1.1M
M&R Capital Management Inc. 0.25% Add +0.1% 11,816 $1.1M
Diversify Advisory Services, LLC 0.06% Reduce -11.8% 11,858 $1.1M
Principle Wealth Partners LLC 0.08% No change 11,739 $1.0M
Venturi Wealth Management, LLC 0.06% Reduce -2.1% 11,675 $1.0M
Gratus Wealth Advisors, LLC 0.18% No change 11,172 $1.0M
Berkeley Capital Partners, LLC 0.31% Add +0.4% 11,548 $1.0M
Koshinski Asset Management, Inc. 0.10% Add +19.5% 11,583 $1.0M
BCM Advisors, LLC 0.24% Add +0.4% 10,123 $1.0M
Compound Planning, Inc. 0.08% Add +9.1% 11,506 $1.0M
Concord Wealth Partners 0.18% Add +6.9% 11,476 $1.0M
Fifth Third Wealth Advisors LLC 0.08% Add +83.3% 11,378 $1.0M
Blue Trust, Inc. 0.01% Add +14.3% 11,810 $1.0M
Joel Isaacson & Co., LLC 0.05% No change 11,340 $1.0M
Perigon Wealth Management, LLC 0.03% Reduce -16.5% 11,323 $1.0M
Vident Advisory, LLC 0.03% Reduce -79.7% 11,303 $1.0M
Abbrea Capital, LLC 0.13% No change 11,290 $1.0M
Tyche Wealth Partners LLC 0.24% Reduce -16.9% 11,263 $1.0M
Geneos Wealth Management Inc. 0.04% No change 11,253 $1.0M
Bragg Financial Advisors, Inc 0.04% No change 11,234 $1.0M
Confluence Wealth Services, Inc. 0.08% Reduce -89.7% 11,227 $1.0M
Prio Wealth Limited Partnership 0.03% No change 11,199 $1.0M
Burford Brothers, Inc. 0.58% Add +34.7% 11,189 $999K
Guinness Atkinson Asset Management Inc 0.49% Reduce -13.8% 11,146 $995K
Vestcor Inc 0.03% No change 11,113 $993K
Concord Asset Management, LLC 0.25% Add +8.0% 11,111 $992K
Bleakley Financial Group, LLC 0.03% Add +1.0% 11,101 $991K
Silvercrest Asset Management Group LLC 0.01% No change 10,925 $976K
Cerro Pacific Wealth Advisors LLC 0.37% — 10,809 $965K
Equitable Trust Co. 0.07% Reduce -5.0% 10,709 $956K
49 Wealth Management, LLC 0.19% Add +24.3% 10,716 $954K
Nicholas Hoffman & Company, LLC. 0.04% Reduce -7.2% 10,665 $952K
ZWJ Investment Counsel Inc. 0.04% No change 10,624 $949K
ORG Partners LLC 0.12% Add +1273.4% 10,575 $942K
Abn Amro Investment Solutions 0.02% Add +300.8% 10,516 $939K
FSB Premier Wealth Management, Inc. 0.42% No change 10,500 $938K
Hussman Strategic Advisors, Inc. 0.26% New 10,500 $938K
Rockland Trust Co. 0.05% Reduce -4.3% 10,461 $934K
Smithbridge Asset Management Inc. 0.19% No change 10,456 $934K
TFB Advisors LLC 0.30% Reduce -0.3% 10,448 $933K
Encompass More Asset Management 0.66% Add +0.1% 10,408 $930K
Goepper Burkhardt LLC 0.42% No change 10,389 $928K
W.H. Cornerstone Investments Inc. 0.65% Add +0.6% 10,326 $922K
Ibex Wealth Advisors 0.14% Add +15.7% 10,294 $919K
Covenant Asset Management, LLC 0.20% No change 10,160 $907K
Cahaba Wealth Management, Inc. 0.08% Add +0.4% 10,150 $906K
Seven Eight Capital, LP 0.09% New 10,119 $904K
Rehmann Capital Advisory Group 0.06% Reduce -0.4% 10,048 $897K
Wealthcare Advisory Partners LLC 0.03% Add +6.8% 10,036 $896K
Petix & Botte Co 0.25% Add +100.0% 10,028 $896K
Stevard, LLC 0.77% No change 10,000 $893K
Intrua Financial, LLC 0.14% Add +85.0% 9,934 $887K
Brown Brothers Harriman & Co. 0.01% Add +2.5% 9,837 $879K
WR Wealth Planners, LLC 0.27% Add +4.5% 9,794 $875K
Symmetry Partners, LLC 0.04% No change 9,750 $871K
Perpetual Ltd 0.01% New 9,724 $868K
Wesbanco Bank Inc. 0.03% Add +0.5% 9,724 $868K
Secure Asset Management, LLC 0.16% Add +71.8% 9,687 $865K
Nilsine Partners, LLC 0.12% Reduce -2.3% 9,641 $861K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -6.1% 9,634 $860K
Murphy, Middleton, Hinkle & Parker, Inc. 0.50% Add +0.0% 9,627 $860K
Pitcairn Co. 0.05% Add +10.9% 9,546 $853K
Argent Trust Co 0.04% Reduce -3.1% 9,470 $846K
Gradient Investments LLC 0.02% Add +8.6% 9,403 $840K
Silver Coast Investments LLC 0.34% Reduce -4.8% 9,399 $839K
Etesian Wealth Advisors, Inc. 0.47% Reduce -4.7% 9,355 $835K
Banque Cantonale Vaudoise 0.03% New 9,340 $834K
GAMMA Investing LLC 0.11% Add +193.4% 9,335 $834K
Hunter Associates Investment Management LLC 0.14% No change 9,260 $828K
Napatree Capital LLC 0.67% Add +16.2% 9,263 $827K
West Oak Capital, LLC 0.33% No change 9,235 $825K
Essex Bank 0.22% Reduce -6.4% 9,204 $822K
HCR Wealth Advisors 0.12% Add +0.5% 9,201 $822K
Keel Point, LLC 0.07% Add +54.6% 8,039 $818K
Legacy Capital Group California, Inc. 0.29% Add +0.8% 9,122 $815K
Pinnacle West Asset Management, Inc. 0.63% Reduce -2.1% 9,110 $814K
Diligent Investors, LLC 0.20% No change 9,025 $806K
DoubleLine ETF Adviser LP 0.21% Reduce -4.8% 9,000 $804K
Ontario Teachers Pension Plan Board 0.01% Reduce -49.3% 8,995 $803K
Inlet Private Wealth, LLC 0.22% No change 8,900 $795K
Horizon Investments, LLC 0.02% Reduce -1.3% 8,895 $794K
Creekmur Asset Management LLC 0.20% Add +54.5% 8,875 $793K
Arete Wealth Advisors, LLC 0.06% New 8,862 $791K
Dana Investment Advisors, Inc. 0.03% No change 8,848 $790K
Convergence Financial, LLC 0.21% New 8,839 $789K
Becker Capital Management Inc. 0.03% Add +0.3% 8,720 $779K
Firethorn Wealth Partners, LLC 0.44% Add +0.6% 8,697 $777K
ForthRight Wealth Management, LLC 0.28% Add +18.2% 8,636 $771K
Cornerstone Management, Inc. 0.17% No change 8,624 $770K
Farther Finance Advisors, LLC 0.04% Add +74.8% 8,601 $766K
Sound Financial Strategies Group, LLC 0.65% Add +14.4% 8,438 $754K
CTC Alternative Strategies, Ltd. 0.32% New 8,397 $750K
Fisher Asset Management 0.00% Add +39.2% 8,355 $746K
Forum Financial Management, LP 0.01% Add +1.3% 8,337 $745K
Mgo One Seven LLC 0.04% Add +13.6% 8,312 $742K
Symmetry Investments LP 0.09% Add +147.2% 8,162 $729K
Beacon Investment Advisory Services, Inc. 0.03% No change 8,106 $724K
Parallel Advisors, LLC 0.02% Add +6.8% 8,092 $723K
Waverly Advisors, LLC 0.01% Add +12.6% 8,079 $722K
Centiva Capital, LP 0.04% New 8,075 $721K
MassMutual Private Wealth & Trust, FSB 0.02% Add +576.9% 8,075 $721K
Quadrant Capital Group LLC 0.05% Add +10.2% 8,073 $721K
Hills Bank & Trust Co 0.06% Reduce -0.2% 8,009 $715K
Cottage Street Advisors LLC 0.42% No change 8,005 $715K
Ruggaard & Associates LLC 0.33% Reduce -0.4% 8,005 $715K
Bush Investment Group, LLC 0.61% Add +0.6% 8,002 $715K
Belmont Capital, LLC 0.13% No change 8,000 $714K
Rossmore Private Capital 0.09% No change 8,000 $714K
Tran Capital Management, L.P. 0.08% No change 8,000 $714K
Thoroughbred Financial Services, LLC 0.05% Add +100.3% 7,996 $714K
Dividend Assets Capital, LLC 0.14% Reduce -14.9% 7,964 $711K
Epoch Investment Partners, Inc. 0.00% Reduce -7.0% 7,936 $709K
Cornercap Investment Counsel Inc. 0.12% Reduce -4.4% 7,921 $707K
Ellevest, Inc. 0.04% Reduce -3.1% 7,915 $707K
Baader Bank Aktiengesellschaft 0.06% Add +4.3% 7,948 $704K
WMS Partners, LLC 0.05% Reduce -0.5% 7,879 $704K
Summit Trail Advisors, LLC 0.02% Add +1.7% 7,873 $703K
Shufro Rose & Co. LLC 0.06% Reduce -11.3% 7,818 $698K
First Horizon Advisors, Inc. 0.02% Reduce -27.2% 7,817 $698K
Harbor Investment Advisory, LLC 0.07% Reduce -0.8% 7,779 $695K
Capital Insight Partners, LLC 0.13% Add +2.5% 7,693 $687K
Retirement Planning Co of New England, Inc. 0.37% Add +0.1% 7,678 $686K
Edge Capital Group, LLC 0.03% New 7,668 $685K
Insigneo Advisory Services, LLC 0.08% Add +7.9% 7,019 $682K
Associated Banc-Corp 0.02% Reduce -1.6% 7,627 $681K
Haverford Trust Co 0.01% Reduce -73.5% 7,618 $680K
Colonial Trust Co / SC 0.12% Add +12.3% 7,616 $680K
Abound Wealth Management 0.25% Reduce -0.1% 7,592 $678K
Howe & Rusling Inc. 0.06% No change 7,591 $678K
Bull Street Advisors, LLC 0.33% Reduce -3.2% 7,565 $676K
Profund Advisors LLC 0.02% Reduce -4.0% 7,522 $672K
Epacria Capital Partners, LLC 0.49% No change 7,500 $670K
Nottingham Advisors, Inc. 0.08% New 7,500 $670K
Brighton Jones LLC 0.02% Add +5.1% 7,491 $669K
Private Trust Co. NA 0.07% Add +22.2% 7,487 $669K
SVB Wealth LLC 0.02% Reduce -14.8% 7,444 $665K
Sand Hill Global Advisors, LLC 0.03% Reduce -5.6% 7,427 $663K
Ipswich Investment Management Co., Inc. 0.15% No change 7,410 $662K
Sheaff Brock Investment Advisors, LLC 0.06% No change 7,344 $656K
Richwood Investment Advisors, LLC 0.57% No change 7,318 $654K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -54.4% 7,238 $646K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -1.0% 7,179 $641K
GTS Securities LLC 0.01% New 7,176 $641K
Moors & Cabot, Inc. 0.03% Reduce -5.2% 7,168 $640K
Quantitative Investment Management, LLC 0.07% New 7,172 $640K
Laurion Capital Management LP 0.02% New 7,156 $639K
Denali Advisors LLC 0.17% Reduce -27.6% 7,126 $636K
Godsey & Gibb, Inc. 0.07% Reduce -15.2% 7,097 $634K
VestGen Investment Management 0.19% Add +8.2% 7,077 $632K
NorthRock Partners, LLC 0.02% Add +10.9% 7,056 $630K
Monetary Management Group Inc. 0.17% Reduce -9.0% 7,050 $630K
Checchi Capital Advisers, LLC 0.05% Reduce -1.7% 7,043 $629K
New Hampshire Trust 0.14% No change 7,032 $628K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% Reduce -8.4% 7,029 $628K
Busey Bank 0.02% Add +0.5% 6,986 $624K
Moloney Securities Asset Management, LLC 0.09% No change 6,933 $619K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -27.1% 6,928 $619K
Householder Group Estate & Retirement Specialist, LLC 0.17% Reduce -2.8% 6,923 $618K
Wedmont Private Capital 0.04% Add +6.3% 6,650 $616K
Donoghue Forlines LLC 0.17% Reduce -12.1% 6,859 $613K
TD Private Client Wealth LLC 0.02% Add +3.6% 6,854 $612K
Blueshift Asset Management, LLC 0.20% New 6,812 $608K
Boston Financial Mangement LLC 0.02% No change 6,797 $607K
Cullen/Frost Bankers, Inc. 0.01% Add +0.6% 6,785 $606K
Adapt Wealth Advisors, LLC 0.38% Add +19.5% 6,781 $606K
Center For Asset Management LLC 0.40% Add +2.7% 6,763 $604K
Horan Capital Advisors, LLC. 0.21% No change 6,756 $603K
Acorn Wealth Advisors, LLC 0.30% Reduce -0.0% 6,720 $600K
Rwa Wealth Partners, LLC 0.01% Add +23.3% 6,646 $594K
Integrated Advisors Network LLC 0.03% Add +55.1% 6,643 $593K
Physicians Financial Services, Inc. 0.19% Reduce -0.8% 6,636 $593K
Private Client Services, LLC 0.37% Reduce -1.0% 6,612 $590K
Phillips Wealth Planners LLC 0.62% Add +3.1% 6,542 $590K
Willow Creek Wealth Management Inc. 0.07% Reduce -0.0% 6,583 $588K
Resources Management Corp. /CT/ 0.09% Reduce -0.3% 6,570 $587K
Smith, Moore & Co. 0.06% No change 6,543 $584K
Independent Financial Group, LLC 0.02% Add +1.9% 6,512 $582K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.3% 6,511 $582K
Geller Advisors LLC 0.04% Reduce -2.5% 6,503 $581K
Trust Asset Management LLC 0.05% No change 6,499 $580K
Capstone Investment Advisors, LLC 0.03% Add +26.3% 6,485 $579K
Clearstead Advisors, LLC 0.01% Add +14.7% 6,389 $571K
Avidian Wealth Enterprises, LLC 0.03% Reduce -3.1% 6,385 $570K
AlphaStar Capital Management, LLC 0.05% Reduce -9.1% 6,341 $566K
Kanawha Capital Management LLC 0.04% Reduce -12.6% 6,339 $566K
Carret Asset Management, LLC 0.07% No change 6,324 $565K
Harmony Asset Management LLC 0.24% No change 6,313 $564K
Pettyjohn, Wood & White, Inc. 0.11% Reduce -1.3% 6,294 $562K
Jamison Private Wealth Management, Inc. 0.09% Reduce -1.8% 6,275 $560K
Matrix Asset Advisors Inc. 0.07% No change 6,201 $554K
Cross Staff Investments Inc 0.46% No change 6,200 $554K
Heritage Wealth Management, Inc. 0.18% — 6,198 $552K
Jump Financial, LLC 0.01% Reduce -2.0% 6,174 $551K
Pinnacle Bancorp, Inc. 0.16% Add +1.3% 6,142 $549K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +3.9% 6,116 $546K
J. W. Coons Advisors, LLC 0.10% Reduce -13.0% 6,101 $545K
Greenfield Seitz Capital Management, LLC 0.20% No change 6,100 $545K
Stock Yards Bank & Trust Co. 0.02% No change 6,062 $541K
Cigna Investments Inc. 0.10% Reduce -0.8% 6,042 $539K
Allen Investment Management, LLC 0.01% No change 6,000 $536K
WBH Advisory Inc. 0.05% Reduce -2.7% 5,999 $536K
Graypoint LLC 0.04% Add +2.0% 5,988 $535K
Hurlow Wealth Management Group, Inc. 0.18% Add +11.8% 5,973 $533K
West Coast Financial LLC 0.06% Reduce -9.8% 5,945 $531K
Collaborative Wealth Managment Inc. 0.26% Reduce -0.2% 5,938 $530K
Ascentis Independent Advisors 0.11% — 5,933 $530K
Biltmore Wealth Management, LLC 0.23% No change 5,925 $529K
Hilltop Holdings Inc. 0.06% Add +4.1% 5,920 $529K
SkyOak Wealth, LLC 0.12% No change 5,918 $529K
KCM Investment Advisors LLC 0.02% Add +8.3% 5,914 $528K
Avantax Planning Partners, Inc. 0.02% Add +2.7% 5,886 $526K
Gen-Wealth Partners Inc 0.25% Add +9.9% 5,869 $524K
Snowden Capital Advisors LLC 0.02% Add +0.1% 5,808 $519K
Advisors Capital Management, LLC 0.01% Add +16.3% 5,771 $515K
Adero Partners, LLC 0.04% Add +4.7% 5,720 $511K
GeoWealth Management, LLC 0.02% Add +21.1% 5,708 $510K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -0.2% 5,708 $510K
MTM Investment Management, LLC 0.21% Add +0.1% 5,695 $509K
EP Wealth Advisors, LLC 0.01% Add +32.4% 5,692 $508K
Clean Yield Group 0.19% Add +0.4% 5,682 $507K
Barnes Pettey Financial Advisors, LLC 0.44% No change 5,668 $506K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,375 $503K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -21.6% 5,614 $501K
Independent Wealth Network Inc. 0.23% Reduce -4.7% 5,594 $500K
Plancorp, LLC 0.02% Add +0.8% 5,584 $499K
Chesapeake Wealth Management 0.18% Add +1.6% 5,551 $496K
Kingswood Wealth Advisors, LLC 0.04% Reduce -18.5% 5,544 $495K
Vaughan David Investments LLC 0.01% No change 5,540 $495K
Caldwell Trust Co 0.05% Reduce -18.9% 5,540 $495K
Citizens Financial Group Inc. 0.01% Add +55.8% 5,510 $492K
Austin Private Wealth, LLC 0.05% Add +0.0% 5,481 $490K
Essex Financial Services, Inc. 0.04% Add +11.8% 4,840 $488K
First Citizens Financial Corp 0.29% No change 5,450 $487K
First Hawaiian Bank 0.02% Reduce -6.4% 5,431 $485K
Investment Advisory Services Inc. /TX 0.18% Reduce -3.5% 5,429 $485K
RNC Capital Management LLC 0.03% No change 5,408 $483K
Barlow Wealth Partners, LLC 0.07% No change 5,126 $483K
Pioneer Trust Bank N A 0.13% No change 5,390 $481K
Kovack Advisors, Inc. 0.05% Add +9.5% 5,357 $478K
Earnest Partners LLC 0.00% Reduce -9.6% 5,351 $478K
Dearborn Partners LLC 0.02% Add +4.2% 5,345 $477K
Harbour Investments, Inc. 0.02% Reduce -17.4% 5,316 $475K
Financial Counselors Inc. 0.01% Add +64.3% 5,309 $474K
Schechter Investment Advisors, LLC 0.04% Reduce -2.8% 5,301 $473K
Qtron Investments LLC 0.07% Reduce -61.2% 5,243 $468K
First Merchants Corp. 0.02% Reduce -5.4% 5,233 $467K
Argonautica Private Wealth Management, Inc. 0.16% No change 5,229 $467K
Smith Salley Wealth Management 0.03% Reduce -4.7% 5,219 $466K
Founders Financial Securities LLC 0.04% Add +6.1% 5,178 $462K
Composition Wealth, LLC 0.01% Reduce -0.5% 5,142 $459K
International Assets Investment Management, LLC 0.04% Reduce -6.4% 5,100 $455K
Foundations Investment Advisors, LLC 0.01% Add +10.3% 5,073 $453K
Global X Japan Co., Ltd. 0.06% Add +4.2% 5,066 $452K
GHP Investment Advisors, Inc. 0.02% Reduce -0.8% 5,049 $451K
Verition Fund Management LLC 0.00% Reduce -46.7% 5,048 $451K
Edgestream Partners, L.P. 0.02% Reduce -4.7% 5,039 $450K
Sage Mountain Advisors LLC 0.04% New 5,022 $449K
WASHINGTON TRUST Co 0.02% Reduce -6.5% 5,018 $448K
Capital Investment Advisory Services, LLC 0.05% Add +0.0% 5,009 $447K
Catalyst Funds Management Pty Ltd 0.12% Reduce -27.5% 5,000 $447K
Sierra Summit Advisors LLC 0.11% New 5,000 $447K
Alhambra Investment Management LLC 0.24% Reduce -1.0% 4,992 $446K
Kraft, Davis & Associates, LLC 0.14% New 4,698 $446K
Clarius Group, LLC 0.03% Add +1.0% 4,940 $441K
Tradewinds, LLC. 0.13% Add +1.8% 4,883 $436K
Farmers Trust Co. 0.09% No change 4,848 $433K
AlTi Global, Inc. 0.01% Reduce -12.0% 4,830 $431K
Concourse Financial Group Securities, Inc. 0.03% Add +24.3% 4,806 $429K
MV Capital Management, Inc. 0.05% Add +2.9% 4,798 $429K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.3% 4,792 $428K
Capital Analysts, LLC 0.02% Add +39.1% 4,792 $428K
Allred Capital Management, LLC 0.16% Add +0.4% 4,792 $428K
SevenBridge Financial Group, LLC 0.09% No change 4,334 $427K
SeaBridge Investment Advisors LLC 0.11% No change 4,750 $424K
Edmonds Duncan Registered Investment Advisors, LLC 0.10% No change 4,750 $424K
Full Sail Capital, LLC 0.03% Reduce -11.0% 4,715 $421K
Bollard Group LLC 0.01% Add +0.5% 4,709 $421K
Capital Investment Counsel, LLC 0.08% Add +2.9% 4,711 $421K
Sage Private Wealth Group, LLC 0.35% Add +20.0% 4,693 $419K
Dentgroup LLC 0.34% Add +0.0% 4,688 $419K
Cobblestone Capital Advisors LLC 0.03% No change 4,679 $418K
William B. Walkup & Associates, Inc. 0.27% — 4,676 $418K
Invictus Private Wealth, LLC 0.04% Reduce -5.7% 4,671 $417K
Revisor Wealth Management LLC 0.29% Reduce -41.5% 4,660 $416K
Intrust Bank NA 0.04% No change 4,637 $414K
Park National Corp. 0.02% No change 4,635 $414K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +1.7% 4,625 $413K
Altrius Capital Management Inc 0.11% No change 4,612 $412K
Northcape Wealth Management, LLC 0.15% Reduce -4.5% 4,581 $409K
One Wealth Advisors, LLC 0.09% Reduce -3.4% 4,010 $406K
O'Brien Greene & Co. Inc 0.13% Reduce -4.2% 4,525 $404K
Elevated Capital Advisors, LLC 0.11% No change 4,520 $404K
Cidel Asset Management Inc. 0.03% Reduce -3.0% 4,519 $404K
M Holdings Securities, Inc. 0.05% New 4,515 $403K
Avity Investment Management Inc. 0.03% Reduce -10.0% 4,500 $402K
Ballast, Inc. 0.12% No change 4,488 $401K
Northwest Bancshares, Inc. 0.07% Add +0.5% 4,467 $399K
Relyea Zuckerberg Hanson LLC 0.07% Add +2.8% 4,455 $398K
Watchman Group, Inc. 0.13% Add +1.2% 4,428 $395K
Patten & Patten Inc. 0.03% Reduce -11.2% 4,426 $395K
Moneta Group Investment Advisors LLC 0.01% Add +8.6% 4,415 $394K
Bar Harbor Wealth Management 0.03% Reduce -0.5% 4,412 $394K
Flagship Harbor Advisors, LLC 0.02% Add +5.0% 4,409 $394K
Annex Advisory Services, LLC 0.01% Add +2.3% 4,407 $394K
Measured Wealth Private Client Group, LLC 0.14% No change 4,402 $393K
Orion Investment Co 0.16% — 4,400 $393K
Bank Pictet & Cie (asia) Ltd. 0.13% No change 4,376 $391K
Madison Asset Management, LLC 0.00% Reduce -15.5% 4,368 $390K
Cassaday & Co Wealth Management LLC 0.01% Add +2.5% 4,337 $387K
Trivium Point Advisory, LLC 0.06% New 4,303 $384K
Fairhaven Wealth Management, LLC 0.13% Reduce -0.1% 4,294 $383K
Glen Eagle Advisors, LLC 0.07% Reduce -1.1% 4,294 $383K
Beacon Capital Management, LLC 0.07% No change 4,281 $382K
TrueWealth Advisors, LLC 0.14% Add +0.1% 4,223 $377K
Dynamic Advisor Solutions LLC 0.01% Reduce -12.0% 4,216 $377K
Sit Investment Associates Inc. 0.01% No change 4,200 $375K
Hubbell Strickland Wealth Management, LLC 0.19% Add +0.1% 4,152 $371K
Brooklyn Investment Group 0.16% No change 4,351 $371K
Baron Wealth Management LLC 0.19% Add +11.3% 4,142 $370K
Penbrook Management LLC 0.22% No change 4,100 $366K
New Century Financial Group, LLC 0.16% New 4,097 $366K
Strategy Asset Managers LLC 0.08% Add +5.2% 5,182 $362K
NSI Retail Advisors, LLC 0.06% Reduce -6.9% 4,047 $361K
CSM Advisors, LLC 0.03% Reduce -6.9% 4,047 $361K
Bison Wealth, LLC 0.06% No change 4,190 $360K
True North Advisors, LLC 0.10% No change 4,024 $359K
Catalina Capital Group, LLC 0.14% Reduce -0.1% 4,023 $359K
Pingora Partners LLC 0.25% No change 4,000 $357K
First National Corp. /Ma/ 0.09% No change 4,000 $357K
Peloton Wealth Strategists 0.15% No change 4,000 $357K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -2.5% 3,952 $353K
Cyndeo Wealth Partners, LLC 0.03% Reduce -0.6% 3,943 $352K
Moseley Investment Management Inc. 0.16% Add +0.9% 3,931 $351K
Gladstone Institutional Advisory LLC 0.02% Reduce -37.3% 3,910 $349K
Philadelphia Trust Co. 0.03% No change 3,900 $348K
Gill Capital Partners, LLC 0.13% No change 3,873 $346K
CX Institutional 0.02% Reduce -1.9% 3,871 $346K
Key Financial Inc 0.08% No change 3,865 $345K
iA Global Asset Management Inc. 0.01% Reduce -76.5% 3,858 $345K
CenterStar Asset Management, LLC 0.52% Reduce -62.8% 3,859 $344K
Allianz SE 0.01% Add +14.9% 3,850 $344K
Badgley Phelps Wealth Managers, LLC 0.01% New 3,837 $343K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 3,836 $343K
Monument Capital Management 0.10% Reduce -2.5% 3,827 $342K
Wbi Investments, LLC 0.08% New 3,825 $342K
ABLE Financial Group, LLC 0.12% Reduce -2.8% 3,815 $341K
Powers Advisory Group, LLC 0.19% Reduce -7.1% 3,804 $340K
Faithward Advisors, LLC 0.06% Add +0.2% 3,803 $340K
Lakeshore Financial Planning, Inc. 0.17% Reduce -1.8% 3,800 $339K
Legal Advantage Investments, Inc. 0.20% No change 3,800 $339K
Objectivity Squared, LLC 0.26% Add +0.6% 3,626 $339K
TFG Advisers LLC 0.13% Add +2.1% 3,790 $338K
Simon Quick Advisors, LLC 0.02% Add +20.0% 3,788 $338K
Letson Investment Management, Inc. 0.15% Add +6.3% 3,788 $338K
Insight Folios Inc 0.14% Reduce -4.7% 3,768 $337K
Nicolet Bankshares Inc. 0.07% Reduce -0.4% 3,767 $336K
Carmel Capital Partners, LLC 0.14% Add +9.5% 3,764 $336K
First Western Trust Bank 0.02% No change 3,757 $336K
Parkside Financial Bank & Trust 0.05% Add +2.4% 3,752 $335K
Aaron Wealth Advisors LLC 0.05% Add +12.2% 3,748 $335K
First International Bank & Trust 0.12% No change 3,741 $334K
Trust Point Inc. 0.03% Reduce -7.6% 3,740 $334K
Ironsides Asset Advisors, LLC 0.11% No change 3,733 $333K
American Trust 0.03% Reduce -1.1% 3,730 $333K
Chicago Capital, LLC 0.01% No change 3,728 $333K
Focus Partners Advisor Solutions, LLC 0.01% New 3,726 $333K
Norway Savings Bank 0.19% No change 3,715 $332K
Aft, Forsyth & Company, Inc. 0.16% No change 3,675 $328K
Sachem Hill LLC 0.07% No change 3,660 $327K
Apeiron RIA LLC 0.10% No change 3,653 $326K
Ellis Investment Partners, LLC 0.07% Add +0.2% 3,651 $326K
Spirepoint Private Client, LLC 0.05% No change 3,651 $326K
Legacy Advisors, LLC 0.04% Add +15.9% 3,646 $326K
Acima Private Wealth, LLC 0.12% No change 3,638 $325K
Waldron Private Wealth LLC 0.01% Reduce -0.3% 3,630 $324K
Orange Investment Advisors, Inc. 0.04% No change 3,897 $323K
Cornerstone Wealth Group, LLC 0.03% Add +2.2% 3,604 $322K
King Luther Capital Management Corp. 0.00% Add +30.7% 3,600 $322K
Aprio Wealth Management, LLC 0.06% Add +11.1% 3,589 $321K
Renaissance Group LLC 0.01% Add +2.5% 3,585 $320K
Great Valley Advisor Group, Inc. 0.01% Add +5.3% 3,553 $318K
American State Bank (Iowa) 0.20% No change 3,540 $316K
Goelzer Investment Management, Inc. 0.02% Reduce -3.5% 3,533 $316K
Spinnaker Trust 0.02% No change 3,525 $315K
Beese Fulmer Investment Management, Inc. 0.03% No change 3,522 $315K
Aviance Capital Partners, LLC 0.04% Add +0.3% 3,519 $314K
Delta Asset Management LLC 0.03% Reduce -2.6% 3,501 $313K
Beaumont Financial Advisors, LLC 0.03% Add +1.6% 3,496 $312K
Premier Path Wealth Partners, LLC 0.05% New 3,437 $307K
Inscription Capital, LLC 0.05% Add +0.3% 3,436 $307K
OneAscent Financial Services LLC 0.04% Reduce -2.1% 3,414 $305K
Astoria Portfolio Advisors LLC. 0.11% Reduce -6.8% 3,415 $305K
First Affirmative Financial Network 0.21% Reduce -14.6% 3,407 $304K
Laraway Financial Advisors Inc 0.26% No change 3,400 $304K
Optimum Investment Advisors 0.14% No change 3,400 $304K
Waterfront Wealth Inc. 0.08% No change 3,380 $302K
TriaGen Wealth Management LLC 0.12% Add +3.6% 3,377 $302K
Sound Income Strategies, LLC 0.02% Add +79.5% 3,351 $299K
Hamilton Capital, LLC 0.02% Reduce -28.4% 3,323 $297K
USA Financial Formulas 0.05% Reduce -16.4% 3,308 $295K
Plato Investment Management Ltd 0.03% Add +9.4% 3,308 $295K
Empower Advisory Group, LLC 0.00% Reduce -10.2% 3,300 $295K
Soltis Investment Advisors LLC 0.03% New 3,297 $294K
Procyon Advisors, LLC 0.02% Reduce -0.1% 3,293 $294K
Dillon & Associates Inc. 0.04% No change 3,300 $294K
United Bank 0.04% No change 3,275 $292K
HTLF Bank 0.03% Reduce -1.8% 3,262 $291K
D'Orazio & Associates, Inc. 0.04% Add +4.7% 3,252 $290K
Heartland Bank & Trust Co 0.16% New 3,249 $290K
Lokken Investment Group LLC 0.14% Add +0.0% 3,242 $290K
Morningstar Investment Services LLC 0.00% Add +38.8% 3,247 $289K
Copperwynd Financial, LLC 0.09% Add +3.7% 3,029 $289K
Tradition Wealth Management, LLC 0.03% Add +4.6% 3,215 $287K
Canopy Partners, LLC 0.13% Add +0.8% 3,211 $287K
Eagle Rock Investment Company, LLC 0.05% No change 3,200 $286K
Woodstock Corp. 0.03% No change 3,200 $286K
1ST Source Bank 0.02% Add +0.2% 3,194 $285K
Rodgers Brothers Inc. 0.04% Add +13.8% 3,186 $285K
Seed Wealth Management, Inc. 0.25% Add +12.2% 3,185 $284K
Tamar Securities, LLC 0.05% No change 3,171 $283K
Old North State Trust, LLC 0.24% No change 3,161 $282K
Zullo Investment Group, Inc. 0.12% Reduce -1.5% 3,143 $281K
PFG Advisors 0.02% New 3,140 $280K
Axxcess Wealth Management, LLC 0.01% Reduce -12.8% 3,136 $280K
PDS Planning, Inc 0.03% Add +13.2% 3,124 $279K
Stiles Financial Services Inc 0.11% Add +0.4% 3,100 $277K
Burns Matteson Capital Management, LLC 0.17% Add +4.1% 3,077 $275K
Ameritas Advisory Services, LLC 0.01% Add +17.0% 3,070 $274K
Pegasus Asset Management, Inc. 0.08% No change 3,052 $273K
Element Wealth, LLC 0.15% Reduce -6.0% 3,051 $273K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 3,050 $272K
Field & Main Bank 0.10% Reduce -3.6% 3,050 $272K
Carnegie Investment Counsel 0.01% Reduce -3.2% 3,027 $270K
Iron Horse Wealth Management, LLC 0.10% No change 3,020 $270K
Affinity Wealth Management LLC 0.05% Add +8.2% 3,012 $269K
Steel Grove Capital Advisors, LLC 0.04% No change 3,002 $268K
Horizon Kinetics Asset Management LLC 0.00% No change 3,000 $268K
First Command Advisory Services, Inc. 0.00% New 2,998 $268K
First Nebraska Trust Co 0.03% Reduce -2.0% 2,980 $266K
TrinityPoint Wealth, LLC 0.04% No change 2,980 $266K
Spire Wealth Management 0.01% Add +0.5% 2,975 $266K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -12.6% 2,963 $265K
Bay Rivers Group 0.14% New 2,948 $263K
Certuity, LLC 0.02% Reduce -10.8% 2,946 $263K
StrongBox Wealth, LLC 0.12% Add +25.7% 2,943 $263K
Clarity Financial LLC 0.04% Reduce -2.6% 2,938 $262K
New England Capital Financial Advisors LLC 0.15% Add +0.0% 2,935 $262K
AIMZ Investment Advisors, LLC 0.09% Reduce -2.4% 2,934 $262K
GDS Wealth Management 0.03% Reduce -0.1% 2,933 $262K
OneAscent Wealth Management LLC 0.14% Reduce -2.6% 2,912 $260K
Greenfield Savings Bank 0.13% No change 2,875 $257K
Lewis Asset Management, LLC 0.20% Add +3.8% 2,871 $256K
Pine Haven Investment Counsel, Inc 0.22% No change 2,870 $256K
Deseret Mutual Benefit Administrators 0.12% No change 2,868 $256K
Obsidian Personal Planning Solutions LLC 0.15% Add +8.7% 2,844 $254K
Plimoth Trust Co. LLC 0.07% No change 2,835 $253K
Marmo Financial Group, LLC 0.15% No change 2,818 $252K
American Financial Advisors, LLC 0.04% Add +0.1% 2,807 $251K
Meridian Management Co. 0.07% Add +0.8% 2,802 $250K
GM Advisory Group, LLC 0.02% Add +0.6% 2,802 $250K
Sunburst Financial Group, LLC 0.07% Reduce -6.4% 2,802 $250K
Platte River Wealth Advisors, LLC 0.07% No change 2,800 $250K
Dynamic Wealth Strategies, LLC 0.21% Reduce -4.7% 2,802 $250K
Five Oceans Advisors 0.13% Reduce -6.4% 2,799 $250K
Titleist Asset Management, LLC 0.04% Add +11.5% 2,789 $249K
Royal Capital Wealth Management, LLC 0.19% Add +0.1% 2,772 $248K
Charter Oak Capital Management, LLC 0.03% No change 2,766 $247K
Chatham Capital Group, Inc. 0.04% No change 2,764 $247K
Arkadios Wealth Advisors 0.02% New 2,763 $247K
Whalerock Point Partners, LLC 0.07% No change 2,756 $246K
SageView Advisory Group, LLC 0.02% New 2,755 $246K
NWF Advisory Services Inc. 0.04% New 2,752 $246K
Central Pacific Bank - Trust Division 0.03% Reduce -7.3% 2,747 $245K
NewEdge Wealth, LLC 0.01% Reduce -18.6% 2,729 $244K
NDVR, Inc. 0.25% Reduce -6.8% 2,727 $244K
Stratos Wealth Advisors, LLC 0.01% Reduce -85.2% 2,710 $242K
Hantz Financial Services, Inc. 0.00% Add +0.0% 2,705 $242K
apricus wealth, LLC 0.17% No change 2,701 $241K
Northeast Financial Consultants Inc 0.01% No change 2,700 $241K
Western Wealth Management, LLC 0.02% New 2,694 $241K
Formidable Asset Management, LLC 0.04% Add +49.5% 2,691 $240K
CVA Family Office, LLC 0.04% Add +3.5% 2,688 $240K
Cardiff Park Advisors, LLC 0.02% No change 2,682 $240K
FWG Investments, LLC. 0.24% New 2,676 $239K
Means Investment Co., Inc. 0.03% Reduce -3.0% 2,663 $238K
Balyasny Asset Management L.P. 0.00% Reduce -57.0% 2,657 $237K
Crestwood Advisors Group, LLC 0.00% New 2,656 $237K
First Financial Bankshares Inc 0.01% Reduce -19.8% 2,650 $237K
TD Waterhouse Canada Inc. 0.00% Reduce -26.3% 2,655 $237K
ARS Wealth Advisors Group, LLC 0.03% No change 2,636 $235K
Buffington Mohr McNeal 0.04% Add +1.1% 2,634 $235K
Sentry LLC 0.04% No change 2,630 $235K
Perennial Investment Advisors, LLC 0.03% No change 2,628 $235K
Stokes Family Office, LLC 0.03% New 2,619 $234K
Blackston Financial Advisory Group, LLC 0.13% New 2,612 $233K
Rockline Wealth Management, LLC 0.07% No change 2,611 $233K
Kaydan Wealth Management, Inc. 0.08% No change 2,605 $233K
Davis R M Inc. 0.00% New 2,600 $232K
Iowa State Bank 0.05% New 2,595 $232K
Quotient Wealth Partners, LLC 0.01% New 2,595 $232K
Jacobs & Co. 0.02% Add +8.4% 2,577 $230K
Savvy Advisors, Inc. 0.07% Add +1.7% 2,563 $229K
Walker Asset Management, LLC 0.15% Reduce -47.3% 2,553 $228K
Guardian Wealth Advisors, LLC 0.15% Reduce -3.2% 2,547 $227K
Avestar Capital, LLC 0.02% New 2,522 $225K
Bfsg, LLC 0.03% No change 2,520 $225K
Foguth Wealth Management, LLC. 0.10% New 2,512 $224K
EverSource Wealth Advisors, LLC 0.01% Add +344.5% 2,347 $224K
Towerpoint Wealth, LLC 0.11% Reduce -0.3% 2,502 $223K
Family Legacy, Inc. 0.08% No change 2,500 $223K
Sompo Asset Management Co., Ltd. 0.04% No change 2,500 $223K
Courier Capital LLC 0.02% No change 2,500 $223K
United Bank 0.11% No change 2,497 $223K
Fourpath Capital Management, LLC 0.16% Reduce -0.6% 2,495 $223K
Davis Investment Partners, LLC 0.09% New 2,400 $222K
Chapin Davis, Inc. 0.08% New 2,470 $221K
Legacy Financial Advisors, Inc. 0.04% New 2,464 $220K
Silvant Capital Management LLC 0.01% No change 2,462 $220K
Penserra Capital Management LLC 0.00% Reduce -2.6% 2,455 $219K
Curi Capital, LLC 0.01% Reduce -5.5% 2,447 $219K
Rosenberg Matthew Hamilton 0.06% No change 2,451 $218K
BSW Wealth Partners 0.04% Add +2.2% 2,443 $218K
Nichols & Pratt Advisers LLP 0.01% Reduce -2.4% 2,440 $218K
HFG Advisors, Inc. 0.20% No change 2,438 $218K
Investment Partners, LTD. 0.10% Add +0.4% 2,426 $217K
Beacon Financial Group 0.02% New 2,426 $217K
West Family Investments, Inc. 0.06% No change 2,422 $216K
Carr Financial Group Corp 0.07% No change 2,416 $216K
Coastal Bridge Advisors, LLC 0.05% Add +0.7% 2,416 $216K
Heritage Financial Services, LLC 0.03% Reduce -5.9% 2,414 $216K
Chicago Partners Investment Group LLC 0.01% New 2,257 $215K
Trueblood Wealth Management, LLC 0.12% No change 2,402 $215K
Allstate Corp. 0.02% No change 2,401 $214K
Orcam Financial Group 0.23% No change 2,400 $214K
Eagle Ridge Investment Management 0.02% No change 2,400 $214K
Enterprise Financial Services Corp 0.13% Reduce -1.4% 2,397 $214K
Alera Investment Advisors, LLC 0.03% New 2,375 $212K
Boston Trust Walden Corp 0.00% No change 2,375 $212K
Luts & Greenleigh Group, Inc. 0.22% — 2,366 $211K
Waterloo Capital, L.P. 0.03% New 2,361 $211K
Sentry Investment Management LLC 0.09% Reduce -17.0% 2,353 $210K
Arkos Global Advisors 0.03% Reduce -36.9% 2,353 $210K
FMFE Wealth Management, LLC 0.19% No change 2,346 $210K
Optas, LLC 0.05% Reduce -0.1% 2,338 $209K
Dorsey & Whitney Trust CO LLC 0.01% New 2,335 $209K
Financial Futures Ltd Liability Co. 0.13% New 2,331 $208K
Wealth Architects, LLC 0.03% Reduce -0.6% 2,317 $207K
Madrona Financial Services, LLC 0.06% New 2,305 $206K
Legacy CG, LLC 0.07% New 2,304 $206K
Westover Capital Advisors, LLC 0.05% New 2,300 $205K
Vise Technologies, Inc. 0.04% New 2,295 $205K
Hancock Whitney Corp. 0.01% New 2,282 $204K
Sherrill & Hutchins Financial Advisory, Inc 0.18% New 2,276 $203K
Capital Advisors, Ltd. LLC 0.03% Reduce -0.0% 2,272 $203K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 2,271 $203K
Mosaic Family Wealth Partners, LLC 0.03% New 2,266 $202K
Howard Capital Management, LLC 0.02% New 2,266 $202K
Scotia Capital Inc. 0.00% Reduce -3.6% 2,259 $202K
CHICAGO TRUST Co NA 0.04% Reduce -69.0% 2,249 $201K
HMS Capital Management, LLC 0.10% New 2,248 $201K
Boit C F David 0.10% No change 2,200 $196K
Ancora Advisors LLC 0.00% No change 2,189 $196K
Manchester Capital Management LLC 0.02% Reduce -4.6% 2,106 $188K
T. Rowe Price Investment Management, Inc. 0.00% Add +16.2% 2,105 $188K
Hikari Tsushin, Inc. 0.01% Add +0.4% 2,094 $187K
American National Bank & Trust 0.02% Add +73.1% 2,067 $185K
Continuum Advisory, LLC 0.03% Reduce -1.2% 2,015 $180K
Mechanics Financial Corp 0.09% No change 2,000 $179K
Blume Capital Management, Inc. 0.04% No change 2,000 $179K
Silver Oak Securities, Incorporated 0.03% Reduce -2.5% 1,992 $178K
Addison Advisors LLC 0.06% Add +1.3% 1,979 $177K
Oakworth Capital, Inc. 0.01% Reduce -0.1% 1,956 $175K
Janiczek Wealth Management, LLC 0.04% No change 1,948 $174K
Tompkins Financial Corp. 0.02% No change 1,933 $173K
McIlrath & Eck, LLC 0.03% Add +269.7% 1,926 $172K
SJS Investment Consulting Inc. 0.03% Add +244.8% 1,910 $171K
Caldwell Sutter Capital, Inc. 0.08% Reduce -14.2% 1,815 $162K
Colonial Trust Advisors 0.02% Add +6.0% 1,775 $159K
Sugarloaf Wealth Management, LLC 0.03% No change 1,764 $158K
Alta Advisers Ltd 0.07% No change 1,700 $152K
Wellington Shields Capital Management, LLC 0.03% No change 1,700 $152K
Union Savings Bank 0.08% No change 1,699 $152K
Coppell Advisory Solutions LLC 0.02% — 1,664 $149K
Elgethun Capital Management 0.04% Add +0.3% 1,611 $144K
Cromwell Holdings LLC 0.09% — 1,604 $143K
Ransom Advisory, Ltd 0.07% Reduce -5.9% 1,600 $143K
Lindbrook Capital, LLC 0.01% Add +13.6% 1,600 $143K
Rise Advisors, LLC 0.07% Add +0.6% 1,580 $141K
Avior Wealth Management, LLC 0.01% Reduce -44.2% 1,577 $141K
Smithfield Trust Co 0.01% No change 1,560 $140K
Smartleaf Asset Management LLC 0.02% Add +55.6% 1,558 $139K
Davis Capital Management 0.12% Reduce -0.9% 1,551 $138K
Plante Moran Financial Advisors, LLC 0.01% No change 1,523 $136K
WFA of San Diego, LLC 0.12% — 1,500 $134K
AdvisorNet Financial, Inc 0.01% Reduce -23.8% 1,476 $132K
IFP Advisors, Inc 0.01% Reduce -2.3% 1,460 $130K
OAKMONT Corp 0.03% No change 1,459 $130K
Strengthening Families & Communities, LLC 0.04% New 1,407 $126K
Accent Capital Management, LLC 0.08% No change 1,400 $125K
Creative Financial Designs Inc. 0.01% Reduce -82.0% 1,396 $125K
Financial Network Wealth Advisors LLC 0.09% New 1,346 $120K
Barrett & Company, Inc. 0.05% Add +0.1% 1,340 $120K
Standard Family Office LLC 0.15% No change 1,288 $115K
Old Second National Bank of Aurora 0.03% No change 1,252 $112K
Sunbelt Securities, Inc. 0.01% Add +0.2% 1,234 $110K
CKW Financial Group 0.01% No change 1,210 $108K
Strategic Financial Concepts, LLC 0.06% Add +7001.0% 667,706 $108K
United Community Bank 0.04% New 1,200 $107K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +1.9% 1,200 $107K
Riverview Trust Co 0.10% No change 1,168 $104K
Pineridge Advisors LLC 0.04% Reduce -1.2% 1,159 $104K
Crewe Advisors LLC 0.01% Reduce -4.0% 1,101 $98K
Center for Financial Planning, Inc. 0.01% No change 1,100 $98K
Wetzel Investment Advisors, Inc. 0.06% No change 1,142 $98K
Hanson & Doremus Investment Management 0.02% No change 1,071 $96K
Tobam 0.01% Reduce -59.3% 1,067 $95K
Beach Investment Counsel Inc. 0.01% New 1,050 $94K
Princeton Global Asset Management LLC 0.02% No change 1,030 $92K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,013 $90K
Kozak & Associates, Inc. 0.02% Add +0.6% 1,002 $89K
Towne Trust Company, N.A 0.03% No change 943 $84K
Rothschild Investment LLC 0.01% Add +105.6% 925 $83K
Webster Bank, N. A. 0.01% Add +25.4% 895 $80K
Centennial Bank 0.04% Add +28.7% 875 $78K
Lazard Asset Management LLC 0.00% Reduce -42.5% 874 $77K
Main Street Group, LTD 0.04% Reduce -66.3% 864 $77K
North Star Investment Management Corp. 0.01% Reduce -82.6% 841 $75K
RFP Financial Group LLC 0.03% No change 821 $73K
Tacita Capital Inc 0.05% No change 805 $72K
Bangor Savings Bank 0.01% Reduce -0.7% 803 $72K
Atticus Wealth Management, LLC 0.02% Reduce -5.9% 802 $72K
Bank & Trust Co 0.06% — 800 $71K
Loomis Sayles & Co. L P 0.00% Add +11.7% 795 $71K
Zions Bancorporation, N.A. 0.01% Reduce -23.5% 780 $70K
Pathway Financial Advisers, LLC 0.02% Add +0.8% 768 $69K
Register Financial Advisors LLC 0.03% No change 730 $65K
Eagle Bay Advisors LLC 0.04% No change 719 $64K
Mb, Levis & Associates, LLC 0.03% Add +0.6% 686 $61K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -7.2% 645 $58K
Bell Investment Advisors, Inc 0.01% Add +0.9% 640 $57K
Richardson Financial Services Inc. 0.04% No change 633 $57K
Investors Research Corp 0.01% Reduce -39.9% 632 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 630 $56K
Salem Investment Counselors Inc. 0.00% Add +1150.0% 625 $56K
HHM Wealth Advisors, LLC 0.01% Add +178.6% 624 $56K
Quent Capital, LLC 0.01% No change 605 $54K
Fairscale Capital, LLC 0.05% — 575 $54K
American Capital Advisory, LLC 0.04% No change 650 $54K
Tradewinds Capital Management, LLC 0.02% New 600 $54K
Heritage Wealth Advisors 0.00% No change 583 $52K
Baldwin Wealth Partners LLC 0.00% No change 580 $52K
CarsonAllaria Wealth Management, Ltd. 0.03% Add +0.6% 546 $49K
Asset Dedication, LLC 0.00% No change 542 $48K
MeadowBrook Investment Advisors LLC 0.04% No change 500 $45K
Piscataqua Savings Bank 0.04% Reduce -28.3% 500 $45K
Planning Capital Management Corp 0.03% Add +0.4% 493 $44K
Lanark Financial, Inc. 0.00% No change 491 $43K
DiNuzzo Private Wealth, Inc. 0.01% Add +1.7% 476 $43K
Salomon & Ludwin, LLC 0.00% Reduce -87.8% 473 $42K
JFS Wealth Advisors, LLC 0.00% Reduce -0.8% 473 $42K
Sachetta, LLC 0.02% Add +3.1% 433 $41K
Motco 0.00% No change 458 $41K
West Branch Capital LLC 0.02% No change 458 $41K
Great Lakes Retirement, Inc. 0.01% Reduce -91.0% 429 $38K
Kelly Financial Services LLC 0.01% Add +35.7% 422 $38K
Hexagon Capital Partners LLC 0.01% Add +18.5% 416 $37K
Raleigh Capital Management Inc. 0.02% Add +1.2% 412 $37K
Park Place Capital Corp 0.01% Add +12.1% 408 $36K
Aspire Private Capital, LLC 0.01% No change 405 $36K
Cape Investment Advisory, Inc. 0.02% No change 404 $36K
Criterion Capital Advisors, LLC 0.02% No change 400 $36K
Robbins Farley 0.02% No change 400 $36K
JCIC Asset Management Inc. 0.01% No change 400 $36K
Missouri Trust & Investment Co 0.01% No change 400 $36K
First United Bank & Trust 0.01% Reduce -60.9% 400 $36K
Arlington Trust Co LLC 0.01% No change 400 $36K
Trust Co 0.00% No change 400 $36K
Cedar Wealth Management, LLC 0.01% Reduce -34.1% 386 $34K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 381 $34K
First PREMIER Bank 0.01% No change 383 $34K
Country Trust Bank 0.00% Add +0.5% 374 $33K
CBIZ Investment Advisory Services, LLC 0.00% No change 373 $33K
Ofi Invest Asset Management 0.00% Add +9.9% 399 $33K
Silicon Valley Capital Partners 0.00% Add +0.6% 362 $32K
Bruce G. Allen Investments, LLC 0.03% No change 358 $32K
True Wealth Design, LLC 0.01% No change 352 $31K
Johnson Financial Group, Inc. 0.00% Reduce -5.4% 351 $31K
Armstrong Advisory Group, Inc. 0.00% Add +1.3% 325 $29K
Carmichael Hill & Associates, Inc. 0.01% Reduce -65.3% 319 $28K
Grove Bank & Trust 0.00% Reduce -11.2% 318 $28K
Atwood & Palmer Inc. 0.00% No change 315 $28K
GoalVest Advisory LLC 0.01% No change 313 $28K
Syntax Research, Inc. 0.02% No change 300 $27K
Front Row Advisors LLC 0.01% No change 300 $27K
Hilltop National Bank 0.01% No change 300 $27K
Bogart Wealth, LLC 0.00% No change 290 $26K
Financial Perspectives, Inc 0.01% Add +0.3% 289 $26K
Community Bank, N.A. 0.00% No change 273 $24K
GW&K Investment Management, LLC 0.00% Add +33.7% 266 $24K
Fortitude Family Office, LLC 0.01% Reduce -10.8% 265 $24K
Covestor Ltd 0.01% Add +0.8% 256 $23K
Operose Advisors LLC 0.01% No change 256 $23K
ICA Group Wealth Management, LLC 0.01% Reduce -91.0% 253 $23K
Redwood Wealth Management Group, LLC 0.02% New 252 $22K
Legend Financial Advisors, Inc. 0.01% No change 227 $20K
Tortoise Investment Management, LLC 0.00% No change 226 $20K
Stephens Consulting, LLC 0.01% Reduce -9.6% 226 $20K
SRH Advisors, LLC 0.01% No change 226 $20K
Cornerstone Planning Group LLC 0.01% Add +3.0% 207 $20K
First Community Trust NA 0.02% No change 222 $20K
Valued Wealth Advisors LLC 0.01% Add +39.0% 221 $20K
Pacific Center for Financial Services 0.01% No change 220 $20K
NFSG Corp 0.01% Add +0.5% 217 $19K
Guardian Wealth Management, Inc. 0.01% Add +0.5% 215 $19K
Scarborough Advisors, LLC 0.01% Add +1.9% 211 $19K
Nemes Rush Group LLC 0.00% No change 210 $19K
Tyler-Stone Wealth Management 0.01% No change 207 $19K
Aspect Partners, LLC 0.01% Add +2.0% 205 $18K
Perkins Coie Trust Co 0.00% No change 200 $18K
Ramirez Asset Management, Inc. 0.00% No change 200 $18K
Marquette Asset Management, LLC 0.00% No change 200 $18K
Pacifica Partners Inc. 0.01% No change 200 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +0.5% 198 $18K
Balefire, LLC 0.01% No change 194 $17K
City State Bank 0.01% No change 193 $17K
Simplex Trading, LLC 0.00% New 193 $17K
Evermay Wealth Management LLC 0.00% Add +50.0% 180 $16K
Financial Management Professionals, Inc. 0.00% Reduce -21.7% 180 $16K
Private Wealth Management Group, LLC 0.01% Reduce -28.5% 176 $16K
Beaird Harris Wealth Management, LLC 0.00% Reduce -8.4% 174 $16K
Meeder Asset Management Inc. 0.00% Add +29.0% 169 $15K
Ogorek Anthony Joseph /NY/ 0.00% No change 164 $14K
MCF Advisors LLC 0.00% No change 147 $13K
Broadwater Capital Management LLC 0.01% No change 138 $12K
Fairway Wealth LLC 0.01% New 133 $12K
Keener Financial Planning LLC 0.01% Reduce -45.4% 125 $11K
Cetera Trust Company, N.A 0.01% No change 118 $11K
Strategic Investment Solutions, Inc. 0.00% — 200 $10K
West Financial Advisors, LLC 0.00% No change 105 $9K
Financial Connections Group, Inc. 0.00% New 100 $9K
Valley National Advisers Inc. 0.00% Add +15.6% 111 $9K
Independence Bank of Kentucky 0.00% No change 100 $9K
NewSquare Capital LLC 0.00% No change 100 $9K
Arax Advisory Partners 0.00% Add +375.0% 95 $8K
First Pacific Financial 0.00% Add +28.8% 94 $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% No change 90 $8K
Versant Capital Management, Inc 0.00% No change 89 $8K
Ruedi Wealth Management, Inc. 0.00% Add +26.1% 87 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.7% 84 $8K
Financial Freedom, LLC 0.00% Add +1.2% 83 $7K
Semmax Financial Advisors Inc. 0.00% New 70 $7K
Winch Advisory Services, LLC 0.00% No change 79 $7K
Raffa Wealth Management, LLC 0.00% No change 77 $7K
Wiser Advisor Group LLC 0.01% No change 75 $7K
Highline Wealth Partners LLC 0.00% Add +255.0% 71 $6K
Laffer Tengler Investments, Inc. 0.00% No change 65 $6K
Leonteq Securities AG 0.00% Reduce -65.2% 65 $6K
Hollencrest Capital Management 0.00% No change 65 $6K
Rakuten Securities, Inc. 0.00% Add +6100.0% 62 $6K
Halpern Financial, Inc. 0.00% New 61 $5K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 60 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 56 $5K
Avion Wealth 0.00% Add +72.7% 57 $5K
FWL Investment Management, LLC 0.00% No change 53 $5K
WealthCollab, LLC 0.00% No change 51 $5K
Elequin Capital, LP 0.00% New 51 $5K
Unique Wealth Strategies, LLC 0.00% New 51 $4K
Carolinas Wealth Consulting LLC 0.00% No change 48 $4K
Atlas Capital Advisors Inc. 0.00% No change 46 $4K
Dunhill Financial, LLC 0.00% Add +4.8% 44 $4K
Trifecta Capital Advisors, LLC 0.00% Reduce -75.2% 42 $4K
Blue Bell Private Wealth Management, LLC 0.00% No change 42 $4K
1620 Investment Advisors, Inc. 0.00% New 38 $3K
Longfellow Investment Management Co. LLC 0.00% No change 33 $3K
Private Ocean, LLC 0.00% New 33 $3K
Global Wealth Strategies & Associates 0.00% No change 32 $3K
Boyd Watterson Asset Management LLC 0.00% No change 27 $2K
Frazier Financial Advisors, LLC 0.00% New 25 $2K
TFC Financial Management, Inc. 0.00% No change 23 $2K
Delos Wealth Advisors, LLC 0.00% No change 22 $2K
PSI Advisors, LLC 0.00% No change 19 $2K
Opal Wealth Advisors, LLC 0.00% New 18 $2K
Nvwm, LLC 0.00% Add +41.7% 17 $2K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
TD Capital Management LLC 0.00% Reduce -20.0% 12 $1K
SOA Wealth Advisors, LLC. 0.00% Reduce -65.5% 10 $859
Belpointe Asset Management LLC 0.00% New 8 $712
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $268
Abich Financial Wealth Management LLC 0.00% No change 2 $179
Robinson Value Management, Ltd. 0.00% No change 1 $89
Y.D. More Investments Ltd 0.00% New 280 $67
McClarren Financial Advisors, Inc. 0.00% Reduce -49.4% 89 $6

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