Arthur J Gallagher &AJG

13F holders, Q1 2024 (March 31)
1,129holders
6famous investors
$249.80avg. 13F price*

At the end of Q1 2024, 1,129 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.4B), BlackRock Inc. ($4.3B) and Capital International Investors ($2.8B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Arthur J Gallagher & Co.
Filed as
GALLAGHER ARTHUR J & CO (Q1 2024)
Sector
Finance
CUSIP
363576109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions118$266.8M
Exits73$240.6M

Ownership 1,129 holders

Vanguard Group Inc. 0.13% Reduce -0.5% 25,415,518 $6.4B
BlackRock Inc. 0.10% Reduce -0.8% 17,279,335 $4.3B
Capital International Investors 0.56% Add +7.0% 11,050,941 $2.8B
FMR LLC 0.17% Reduce -1.8% 10,100,875 $2.5B
State Street Corp. 0.10% Add +0.3% 8,921,232 $2.2B
Morgan Stanley 0.13% Add +0.7% 6,263,306 $1.6B
Norges Bank 0.22% Reduce -2.3% 5,681,741 $1.4B
Geode Capital Management, LLC 0.12% Add +5.0% 5,241,978 $1.3B
Capital World Investors 0.20% Add +9.0% 4,832,060 $1.2B
JPMorgan Chase & Co. 0.10% Reduce -5.8% 4,535,511 $1.1B
Massachusetts Financial Services Co. 0.22% Reduce -41.7% 2,949,319 $737.4M
WCM Investment Management, LLC 1.56% Add +0.6% 2,624,447 $656.2M
Baillie Gifford & Co. 0.50% Reduce -5.9% 2,554,031 $638.6M
Brown Advisory Inc. 0.78% Add +67.9% 2,322,822 $580.8M
Invesco Ltd. 0.12% Reduce -3.6% 2,280,321 $570.2M
Northern Trust Corp. 0.08% Reduce -6.1% 1,920,954 $480.3M
Charles Schwab Investment Management Inc. 0.10% Reduce -0.2% 1,845,144 $454.5M
Boston Partners 0.48% Add +2.5% 1,611,299 $402.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.54% Add +5.3% 1,567,867 $392.0M
Bank of New York Mellon Corp 0.07% Reduce -4.1% 1,495,364 $373.9M
Brown Brothers Harriman & Co. 2.87% Reduce -1.3% 1,491,776 $373.0M
Envestnet Asset Management Inc. 0.13% Add +6.4% 1,359,699 $340.0M
Legal & General Group Plc 0.09% Reduce -1.0% 1,297,606 $324.5M
Findlay Park Partners LLP 2.96% Reduce -1.7% 1,290,001 $322.6M
California Public Employees Retirement System 0.22% Reduce -2.4% 1,262,410 $315.7M
FIL Ltd 0.31% Reduce -6.8% 1,252,053 $313.1M
Janus Henderson Group PLC 0.17% Add +180.6% 1,228,266 $307.1M
Goldman Sachs Group Inc. 0.06% Reduce -10.8% 1,189,515 $297.4M
Wellington Management Group LLP 0.05% Reduce -10.9% 1,184,191 $296.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -6.1% 1,058,233 $264.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.28% Add +2.4% 966,686 $241.7M
T. Rowe Price Investment Management, Inc. 0.15% Add +300.3% 950,271 $237.6M
Bank of America Corp. 0.02% Add +15.4% 915,335 $228.9M
Bessemer Group Inc. 0.39% Reduce -8.8% 854,537 $213.7M
Mawer Investment Management Ltd. 0.98% Reduce -6.3% 847,670 $212.0M
Barclays PLC 0.10% Add +13.9% 844,633 $211.2M
Artisan Partners Limited Partnership 0.28% Reduce -9.2% 770,021 $192.5M
Beck Mack & Oliver LLC 3.86% Add +7.7% 761,399 $190.4M
Guinness Asset Management LTD 3.96% Reduce -1.4% 761,533 $190.4M
TD Asset Management Inc 0.17% Add +16.8% 737,335 $184.4M
Voya Investment Management LLC 0.20% Reduce -4.7% 714,535 $178.4M
Allianz Asset Management GmbH 0.29% Reduce -2.3% 695,248 $173.8M
Nuveen Asset Management, LLC 0.05% Add +6.8% 660,909 $165.3M
American Century Companies Inc. 0.10% Reduce -10.0% 655,633 $163.9M
Swiss National Bank 0.11% Reduce -4.0% 646,600 $161.7M
Royal Bank of Canada 0.04% Reduce -4.3% 638,967 $159.8M
Champlain Investment Partners, LLC 0.89% Reduce -2.8% 620,010 $155.0M
Dimensional Fund Advisors LP 0.04% Add +1.3% 608,592 $152.2M
Burgundy Asset Management Ltd. 1.43% Add +1.1% 556,521 $139.2M
Chilton Investment Co. Inc. 3.79% Add +14.0% 552,452 $138.1M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +1.1% 519,334 $129.9M
Mercer Global Advisors Inc. 0.37% Add +0.1% 518,261 $129.6M
Bank Julius Baer & Co. Ltd, Zurich 0.49% Add +8.1% 516,950 $128.8M
Franklin Resources Inc. 0.04% Reduce -4.1% 513,963 $128.5M
Global Retirement Partners, LLC 4.72% Reduce -1.8% 505,873 $126.5M
Fort Pitt Capital Group, LLC 3.80% Add +0.8% 492,697 $123.2M
Zacks Investment Management 1.28% Add +1.3% 479,034 $119.8M
UBS Group AG 0.04% Add +30.1% 470,221 $117.6M
Axiom Investors LLC 0.96% Reduce -28.7% 439,156 $109.8M
T. Rowe Price Associates Inc. 0.01% Reduce -20.3% 435,575 $108.9M
Rhumbline Advisers 0.10% Add +6.3% 431,927 $108.0M
Fenimore Asset Management Inc 2.20% Reduce -1.8% 417,296 $104.3M
Regions Financial Corp. 0.79% Reduce -1.0% 415,297 $103.8M
Lord, Abbett & Co. LLC 0.33% Reduce -2.6% 404,534 $101.2M
National Pension Service 0.12% Add +2.7% 402,401 $100.6M
Cooper Investors PTY Ltd. 5.71% Reduce -8.4% 396,453 $99.1M
Amundi 0.04% Reduce -26.2% 415,726 $97.3M
Mitsubishi UFJ Trust & Banking Corp 0.22% Reduce -9.2% 379,873 $95.0M
Nissay Asset Management Corp. /Japan 0.63% Add +38.4% 366,347 $91.6M
TrinityBridge Ltd 3.26% Add +0.8% 356,610 $89.1M
Raymond James & Associates 0.06% Add +8.3% 355,151 $88.8M
Credit Suisse AG/ 0.08% Reduce -5.0% 350,084 $87.5M
Deutsche Bank AG 0.04% Reduce -11.2% 348,455 $87.1M
California State Teachers Retirement System 0.11% Add +0.8% 341,416 $85.4M
Natixis Advisors, LLC 0.19% Reduce -6.3% 338,081 $84.5M
Aviva PLC 0.28% Reduce -7.1% 332,475 $83.1M
BNP Paribas Financial Markets 0.10% Add +71.8% 327,324 $81.8M
Manufacturers Life Insurance Company, The 0.08% Reduce -11.6% 326,548 $81.6M
HSBC Holdings PLC 0.06% Reduce -12.1% 325,757 $81.4M
Westwood Holdings Group Inc. 0.64% Reduce -4.5% 320,190 $80.1M
Congress Asset Management Co. 0.57% Add +4.9% 320,173 $80.1M
Woodline Partners LP 0.73% New 314,492 $78.6M
CI Investments Inc. 0.31% Add +93.0% 311,852 $78.0M
Welch & Forbes LLC 1.07% Add +3.1% 310,421 $77.6M
Kornitzer Capital Management Inc. 1.41% Reduce -1.3% 307,254 $76.8M
Wells Fargo & Company 0.02% Add +12.0% 299,574 $74.9M
Westfield Capital Management Co. LP 0.38% Reduce -21.0% 291,382 $72.9M
Balyasny Asset Management L.P. 0.19% Add +905.0% 288,676 $72.2M
Woodley Farra Manion Portfolio Management Inc. 3.75% Reduce -1.0% 272,117 $68.0M
Principal Financial Group Inc. 0.04% Add +2.0% 270,900 $67.7M
Mountain Pacific Investment Advisers LLC 3.69% Reduce -0.7% 263,578 $65.9M
APG Asset Management N.V. 0.11% Add +1.7% 281,035 $65.1M
Bank of Montreal 0.02% Add +5.3% 250,136 $62.6M
Alliancebernstein L.P. 0.02% Reduce -6.7% 249,845 $62.5M
Comerica Bank 0.27% Reduce -1.2% 248,628 $62.2M
King Luther Capital Management Corp. 0.28% Add +3.9% 246,247 $61.6M
Qube Research & Technologies Ltd 0.11% Add +50.2% 244,946 $61.2M
Welch Group, LLC 3.00% Reduce -5.5% 241,817 $60.5M
Capital Group Private Client Services, Inc. 0.59% Reduce -7.9% 231,338 $57.8M
Employees Retirement System of Texas 0.61% No change 223,000 $55.8M
New York State Common Retirement Fund 0.07% Reduce -19.4% 221,663 $55.4M
Retirement Systems of Alabama 0.21% Add +0.1% 214,951 $53.7M
CANADA LIFE ASSURANCE Co 0.11% Add +2.2% 212,914 $53.3M
Korea Investment CORP 0.13% Reduce -10.3% 200,538 $50.1M
Premier Fund Managers Ltd 1.96% No change 200,000 $49.6M
Sei Investments Co. 0.07% Add +11.7% 194,568 $48.6M
MML Investors Services, LLC 0.20% Add +4.7% 194,161 $48.5M
Old Republic International Corp. 1.88% Reduce -39.4% 190,800 $47.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +510.1% 189,326 $47.3M
Gateway Investment Advisers LLC 0.53% Reduce -0.0% 187,159 $46.8M
NewEdge Advisors, LLC 0.40% Reduce -0.8% 183,979 $46.0M
New York State Teachers Retirement System 0.09% Add +0.0% 176,638 $44.2M
Storebrand Asset Management As 0.15% Add +0.1% 174,489 $43.6M
Dearborn Partners LLC 1.87% Reduce -17.7% 174,291 $43.6M
Prudential Financial Inc. 0.06% Reduce -1.9% 172,237 $43.1M
STRS Ohio 0.17% Add +0.3% 172,000 $43.0M
Citigroup Inc. 0.05% Reduce -22.2% 171,073 $42.8M
Fort Washington Investment Advisors Inc. 0.26% Reduce -0.9% 163,606 $40.9M
Jia Investment Alliance Pte. LTD. 4.86% No change 159,600 $39.9M
Stifel Financial Corp. 0.05% Add +22.6% 159,346 $39.8M
Eventide Asset Management, LLC 0.61% Add +23.8% 156,160 $39.0M
State Board of Administration of Florida Retirement System 0.09% Reduce -0.2% 201,616 $38.6M
Clark Capital Management Group, Inc. 0.28% New 151,804 $38.0M
Truist Financial Corp. 0.06% Add +7.6% 150,661 $37.7M
Macquarie Group Ltd. 0.04% Reduce -20.3% 146,405 $36.6M
RDST Capital LLC 8.42% Add +271.4% 135,500 $33.9M
Toronto Dominion Bank 0.05% Reduce -1.6% 134,211 $33.6M
Payden & Rygel Investment Group 2.28% — 133,700 $33.4M
Payden & Rygel 2.28% Add +94.0% 133,700 $33.4M
Beacon Pointe Advisors, LLC 0.36% Reduce -0.4% 129,604 $32.4M
Man Group plc 0.09% Add +46.3% 129,482 $32.4M
Ofi Invest Asset Management 0.87% Add +2.4% 138,292 $32.0M
Cornerstone Capital, Inc. 3.27% Reduce -6.7% 127,378 $31.8M
Campbell Newman Asset Management Inc. 2.55% Add +17.8% 126,000 $31.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Add +48.8% 123,958 $31.0M
M&G PLC 0.21% — 122,312 $30.6M
AQR Capital Management 0.05% Reduce -4.7% 121,942 $30.5M
Thomasville National Bank 2.51% Reduce -0.4% 121,870 $30.5M
State of New Jersey Common Pension Fund D 0.09% Add +1.5% 120,444 $30.1M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -0.4% 120,157 $30.0M
Federation des caisses Desjardins du Quebec 0.22% Add +7.1% 126,654 $30.0M
Tredje AP-fonden 0.31% Reduce -0.1% 119,927 $30.0M
Rathbones Group PLC 0.17% Add +0.1% 116,905 $29.2M
State of Wisconsin Investment Board 0.08% Add +3.4% 115,776 $28.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.29% Add +38.5% 115,418 $28.9M
Ferguson Wellman Capital Management, Inc. 0.58% Reduce -17.9% 114,522 $28.6M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -0.9% 111,657 $27.9M
Chartwell Investment Partners, LLC 0.97% Reduce -1.1% 111,605 $27.9M
Ameriprise Financial Inc. 0.01% Reduce -1.3% 107,971 $27.0M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -46.1% 107,603 $26.9M
LPL Financial LLC 0.01% Add +25.4% 107,583 $26.9M
PhiloSmith Capital Corp 7.48% No change 106,725 $26.7M
Victory Capital Management Inc. 0.03% Reduce -2.6% 106,242 $26.6M
Resona Asset Management Co.,Ltd. 0.16% — 104,878 $26.2M
Van Hulzen Asset Management, LLC 1.71% Add +3.8% 103,445 $25.9M
Investment Management Corp of Ontario 0.77% Reduce -1.5% 103,436 $25.9M
DekaBank Deutsche Girozentrale 0.05% Reduce -12.2% 103,265 $25.4M
Pictet Asset Management Holding SA 0.03% Add +3.2% 100,053 $25.0M
US Bancorp \de 0.03% Reduce -5.5% 99,865 $25.0M
Danske Bank A/S 0.08% — 99,641 $24.9M
Treasurer of the State of North Carolina 0.11% Add +1.8% 98,445 $24.6M
Boston Financial Mangement LLC 0.77% Add +1.3% 97,128 $24.3M
Cumberland Partners Ltd 1.74% Reduce -0.2% 95,797 $24.0M
Benjamin F. Edwards & Company, Inc. 0.43% Add +4.4% 94,225 $23.6M
Calamos Advisors LLC 0.17% Reduce -2.5% 93,077 $23.3M
Sonora Investment Management Group, LLC 1.80% Add +1.8% 91,439 $22.9M
Royal London Asset Management Ltd. 0.06% Add +0.4% 90,438 $22.6M
Cullen/Frost Bankers, Inc. 0.33% Add +1.9% 90,320 $22.6M
Aberdeen Group plc 0.04% Add +1.3% 90,179 $22.5M
Russell Investments Group, Ltd. 0.04% Add +11.9% 88,759 $22.1M
United Capital Financial Advisors, LLC 0.18% Reduce -6.8% 88,521 $22.1M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -14.9% 87,310 $21.8M
Mackenzie Financial Corp. 0.03% Reduce -22.4% 86,921 $21.7M
Blair William & Co. 0.07% Reduce -1.4% 86,668 $21.7M
Professional Advisory Services Inc. 2.70% Reduce -2.9% 86,243 $21.6M
Asset Management One Co., Ltd. 0.08% Reduce -2.8% 86,111 $21.5M
Envestnet Portfolio Solutions, Inc. 0.08% Add +6.8% 84,905 $21.2M
ARS Investment Partners, LLC 2.08% Reduce -0.2% 83,599 $20.9M
Public Employees Retirement System of Ohio 0.08% Reduce -12.2% 83,555 $20.9M
SG Americas Securities, LLC 0.10% Add +451.6% 80,624 $20.2M
National Bank of Canada 0.03% Reduce -12.9% 80,198 $20.1M
Prospector Partners LLC 2.35% Reduce -20.2% 80,264 $20.1M
Robeco Institutional Asset Management B.V. 0.04% Reduce -31.2% 78,943 $19.7M
Neuberger Berman Group LLC 0.02% Reduce -22.5% 78,661 $19.7M
Jane Street Group, LLC 0.03% Add +62.2% 78,624 $19.7M
Baldwin Wealth Partners LLC 1.48% Add +0.4% 78,345 $19.6M
GW&K Investment Management, LLC 0.17% Add +8.4% 78,063 $19.5M
Intech Investment Management LLC 0.27% Reduce -57.9% 77,942 $19.5M
Renaissance Technologies 0.03% New 76,400 $19.1M
Capital International Sarl 0.63% Add +65.8% 76,324 $19.1M
Lawson Kroeker Investment Management Inc. 3.62% Reduce -0.8% 76,276 $19.1M
Rafferty Asset Management, LLC 0.07% Reduce -0.3% 76,261 $19.1M
11 Capital Partners LP 8.26% Reduce -3.6% 75,430 $18.9M
Schroder Investment Management Group 0.02% Reduce -8.3% 74,304 $18.6M
Picton Mahoney Asset Management 0.77% Reduce -14.9% 73,644 $18.4M
Corient Private Wealth LP 0.03% Add +18.6% 72,666 $18.2M
BNP Paribas 0.85% — 73,139 $18.2M
Thrivent Financial for Lutherans 0.04% Add +1.6% 72,606 $18.2M
North Point Portfolio Managers Corp. 3.00% Reduce -1.3% 71,010 $17.8M
Wilson Asset Management (international) PTY Ltd. 4.54% Reduce -11.1% 70,248 $17.6M
Vident Advisory, LLC 0.37% Add +1946.6% 70,156 $17.5M
American International Group, Inc. 0.06% Reduce -0.8% 69,563 $17.4M
Caisse de depot et placement du Quebec 0.04% Reduce -60.1% 66,159 $16.5M
Bristlecone Advisors, LLC 1.43% Reduce -0.3% 64,893 $16.2M
State of Tennessee, Department of Treasury 0.06% Add +97.2% 64,271 $16.1M
Gradient Investments LLC 0.37% Add +304861.9% 64,042 $16.0M
Nisa Investment Advisors, LLC 0.10% Reduce -0.3% 63,760 $15.9M
Varma Mutual Pension Insurance Co 0.14% Add +479.8% 63,200 $15.8M
Capital International, Inc. 0.21% Add +46.6% 62,630 $15.7M
KBC Group NV 0.05% Add +4.8% 62,617 $15.7M
Arizona State Retirement System 0.11% Add +2.2% 61,956 $15.5M
Canada Pension Plan Investment Board 0.02% Add +176.9% 61,567 $15.4M
1832 Asset Management L.P. 0.03% Add +19.0% 59,927 $15.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.17% Add +1.5% 59,894 $15.0M
Handelsbanken Fonder AB 0.06% Add +21.3% 59,868 $15.0M
State of Michigan Retirement System 0.08% Add +0.5% 59,387 $14.8M
Nomura Asset Management Co. Ltd. 0.05% Add +4.2% 59,241 $14.8M
Exencial Wealth Advisors, LLC 0.54% New 58,147 $14.5M
Susquehanna International Group, LLP 0.02% Reduce -6.4% 56,609 $14.2M
PNC Financial Services Group, Inc. 0.01% Reduce -4.6% 55,058 $13.8M
Cibc World Markets Corp. 0.09% Add +10.0% 55,043 $13.8M
HighTower Advisors, LLC 0.02% Reduce -3.0% 54,383 $13.8M
Capital International Ltd. 0.66% Add +80.4% 54,815 $13.7M
Cetera Investment Advisers 0.03% Add +165.9% 54,449 $13.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +0.0% 54,405 $13.6M
Creative Planning 0.02% Add +7.8% 54,334 $13.6M
Mediolanum International Funds Ltd 0.21% — 53,378 $13.2M
Dakota Wealth Management 0.33% Add +773.7% 52,509 $13.1M
Hantz Financial Services, Inc. 0.25% Reduce -5.4% 52,225 $13.1M
Brant Point Investment Management LLC 2.89% Reduce -3.6% 51,694 $12.9M
Tompkins Financial Corp. 1.46% Reduce -0.1% 51,678 $12.9M
MetLife Investment Management, LLC 0.09% Reduce -3.0% 51,209 $12.8M
Lighthouse Investment Partners, LLC 0.75% New 51,133 $12.8M
Mariner, LLC 0.03% Add +10.8% 49,462 $12.4M
Appleton Partners Inc. 0.96% Reduce -3.5% 49,305 $12.3M
Epoch Investment Partners, Inc. 0.05% Reduce -2.6% 48,712 $12.2M
Vaughan Nelson Investment Management, L.P. 0.11% Reduce -1.4% 48,613 $12.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +0.7% 47,594 $11.9M
CW Advisors, LLC 0.20% Add +4.2% 47,406 $11.9M
Kestra Advisory Services, LLC 0.08% Add +212.0% 47,090 $11.8M
Marex Group Ltd 0.38% New 47,000 $11.8M
Ilmarinen Mutual Pension Insurance Co 0.14% Add +84.8% 46,200 $11.6M
South Street Advisors LLC 1.84% Add +1.8% 46,062 $11.5M
FineMark National Bank & Trust 0.43% Add +2.2% 45,817 $11.5M
Marshall Wace, LLP 0.02% Add +515.0% 45,779 $11.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +41.7% 54,340 $11.4M
Rench Wealth Management, Inc. 4.37% Add +3.4% 45,539 $11.4M
State of Alaska, Department of Revenue 0.13% Add +0.5% 45,397 $11.3M
Alaska Permanent Fund Corp 0.17% Add +0.1% 45,112 $11.3M
Texas Permanent School Fund Corp. 0.09% Reduce -0.3% 44,818 $11.2M
Amalgamated Bank 0.10% Reduce -17.3% 44,596 $11.2M
Running Oak Capital LLC 1.78% Add +10.6% 44,507 $11.1M
Busey Bank 0.39% Add +2.2% 43,752 $10.9M
Smithbridge Asset Management Inc. 2.24% Reduce -1.0% 43,395 $10.9M
Sequoia Financial Advisors, LLC 0.13% Reduce -14.1% 43,186 $10.8M
Daiwa Securities Group Inc. 0.06% Reduce -17.6% 42,369 $10.6M
CIBC Asset Management Inc 0.04% Add +2.3% 42,326 $10.6M
Forsta Ap-Fonden 0.09% Reduce -7.3% 42,200 $10.6M
ProShare Advisors LLC 0.03% Reduce -5.8% 41,995 $10.5M
Segment Wealth Management, LLC 0.79% Add +4.7% 41,530 $10.4M
Ossiam 0.18% Add +793.1% 41,287 $10.3M
Nicola Wealth Management LTD. 1.00% No change 41,100 $10.3M
IFM Investors Pty Ltd 0.11% Reduce -0.9% 40,457 $10.1M
Verity & Verity, LLC 1.12% Reduce -4.4% 40,310 $10.1M
Baltimore-Washington Financial Advisors, Inc. 0.63% New 39,735 $9.9M
D. Scott Neal, Inc. 6.44% Add +3.9% 39,367 $9.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +5.7% 39,093 $9.8M
Alley Investment Management Company, LLC 1.32% Reduce -0.2% 38,263 $9.6M
Czech National Bank 0.12% Add +0.9% 38,146 $9.5M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -17.8% 37,719 $9.4M
Utah Retirement Systems 0.11% Add +1.1% 37,130 $9.3M
Ensign Peak Advisors, Inc 0.02% Add +59.8% 36,793 $9.2M
USS Investment Management Ltd 0.07% Reduce -1.3% 36,090 $9.0M
Unisphere Establishment 0.09% Reduce -94.8% 34,700 $8.7M
Bahl & Gaynor LLC 0.05% Reduce -1.7% 34,467 $8.6M
Talbot Financial, LLC 1.15% Reduce -15.6% 34,328 $8.6M
Oppenheimer Asset Management Inc. 0.13% Reduce -8.6% 34,324 $8.6M
First Manhattan Co. Llc. 0.03% Reduce -3.9% 34,305 $8.6M
Public Sector Pension Investment Board 0.06% Add +0.6% 33,918 $8.5M
iA Global Asset Management Inc. 0.17% New 33,650 $8.4M
M&T Bank Corp 0.03% Reduce -58.5% 33,579 $8.4M
North Star Investment Management Corp. 0.60% No change 33,579 $8.4M
DNB Asset Management AS 0.04% Reduce -13.5% 33,227 $8.3M
Marks Group Wealth Management, Inc 0.86% Reduce -0.8% 32,922 $8.2M
Baird Financial Group, Inc. 0.02% Add +2.2% 32,790 $8.2M
New York Life Investment Management LLC 0.08% Reduce -3.0% 32,639 $8.2M
Sigma Investment Counselors Inc. 0.52% Reduce -1.3% 32,120 $8.0M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -28.9% 32,000 $8.0M
Strategy Asset Managers LLC 1.69% Add +2.9% 31,652 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -2.6% 31,534 $7.9M
Annex Advisory Services, LLC 0.28% New 31,481 $7.9M
Erste Asset Management GmbH 0.11% Add +4.3% 31,700 $7.9M
Xponance LLC 0.08% Add +8.2% 31,382 $7.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.1% 31,278 $7.8M
Osaic Holdings, Inc. 0.02% Reduce -76.8% 31,178 $7.8M
Douglass Winthrop Advisors, LLC 0.16% Add +0.2% 30,881 $7.7M
Wealthfront Advisers LLC 0.03% Reduce -2.4% 30,579 $7.6M
Pathstone Holdings, LLC 0.04% Add +31.5% 30,542 $7.6M
Park Avenue Securities LLC 0.10% Add +8.1% 30,518 $7.6M
McKinley Carter Wealth Services, Inc. 0.51% Add +5.2% 30,338 $7.6M
Millennium Management 0.01% Add +44.1% 30,004 $7.5M
Renaissance Investment Group LLC 1.72% Add +13.2% 29,907 $7.5M
Sit Investment Associates Inc. 0.17% Reduce -0.9% 29,634 $7.4M
Private Advisor Group, LLC 0.05% Reduce -16.5% 29,501 $7.4M
Ieq Capital, LLC 0.11% Add +1.9% 29,345 $7.3M
O'shaughnessy Asset Management, LLC 0.08% Add +4.3% 29,149 $7.3M
Caprock Group, LLC 0.42% Reduce -0.7% 29,146 $7.3M
James Investment Research, Inc. 0.87% Reduce -9.0% 29,129 $7.3M
Ayrshire Capital Management LLC 3.93% Add +0.1% 29,038 $7.3M
Koss-Olinger Consulting, LLC 3.93% New 29,038 $7.3M
First Citizens Bank & Trust Co. 0.14% Add +16.8% 28,469 $7.1M
Mutual of America Capital Management LLC 0.08% Reduce -1.6% 28,424 $7.1M
Commonwealth Equity Services, LLC 0.01% Reduce -3.5% 28,270 $7.1M
Ethic Inc. 0.18% Add +2.1% 27,787 $6.9M
Fifth Third Bancorp 0.03% Add +11.0% 27,391 $6.8M
ING Groep NV 0.05% Add +167.9% 27,336 $6.8M
Jackson Wealth Management, LLC 0.85% Add +1.8% 27,096 $6.8M
Pacer Advisors, Inc. 0.02% Reduce -13.5% 26,949 $6.7M
Bank of Nova Scotia 0.01% Add +0.6% 26,895 $6.7M
SpiderRock Advisors, LLC 0.21% — 26,055 $6.6M
Snowden Capital Advisors LLC 0.20% Add +1.8% 25,713 $6.4M
Bollard Group LLC 0.19% Add +0.2% 25,604 $6.4M
Atria Investments, Inc 0.09% Add +6.3% 25,161 $6.3M
Vontobel Holding Ltd. 0.05% Add +2.6% 24,917 $6.2M
Silvant Capital Management LLC 0.30% Reduce -21.5% 24,752 $6.2M
KG Capital Management 2.46% Reduce -2.7% 24,724 $6.2M
Janney Montgomery Scott LLC 0.02% Add +9.1% 24,443 $6.1M
Bradley Foster & Sargent Inc. 0.11% Reduce -14.4% 24,290 $6.1M
New Vernon Investment Management LLC 5.16% No change 24,282 $6.1M
Commerce Bank 0.04% Reduce -7.6% 23,285 $5.8M
Family Legacy, Inc. 2.07% Reduce -7.1% 23,012 $5.8M
Atlantic Union Bankshares Corp 0.48% Reduce -6.8% 22,632 $5.7M
Miura Global Management, LLC 4.80% Reduce -35.7% 22,500 $5.6M
Cwm, LLC 0.03% Reduce -4.3% 22,016 $5.5M
Flputnam Investment Management Co. 0.12% Add +5.1% 21,938 $5.5M
Brookmont Capital Management 2.87% Reduce -1.2% 21,810 $5.5M
Torray Investment Partners LLC 0.78% Reduce -0.2% 20,924 $5.2M
First American Bank 0.39% Add +0.2% 20,735 $5.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +0.7% 20,126 $5.0M
Ballew Advisors, Inc 3.43% Add +0.1% 20,739 $5.0M
Prime Capital Investment Advisors, LLC 0.07% Add +1.2% 19,758 $4.9M
Elo Mutual Pension Insurance Co 0.12% Add +4.8% 19,727 $4.9M
CENTRAL TRUST Co 0.12% Add +7.0% 19,727 $4.9M
Stratos Wealth Partners, LTD. 0.08% Add +0.5% 19,719 $4.9M
Duncker Streett & Co. Inc. 0.96% Add +647.8% 19,442 $4.9M
Susquehanna Portfolio Strategies, LLC 0.11% No change 19,297 $4.8M
Sheaff Brock Investment Advisors, LLC 0.38% Add +4.3% 19,181 $4.8M
TD Private Client Wealth LLC 0.16% Add +9.3% 19,177 $4.8M
Gotham Asset Management 0.07% Reduce -5.3% 19,040 $4.8M
Donor Advised Charitable Giving, Inc. 0.15% No change 18,740 $4.7M
Federated Hermes, Inc. 0.01% Reduce -10.7% 18,727 $4.7M
First Hawaiian Bank 0.14% Add +2.3% 18,574 $4.6M
Oregon Public Employees Retirement Fund 0.09% Reduce -31.5% 18,547 $4.6M
Otter Creek Advisors, LLC 3.25% Add +48.0% 18,500 $4.6M
Crossmark Global Holdings, Inc. 0.09% Reduce -11.7% 18,437 $4.6M
Mission Creek Capital Partners, Inc. 1.20% Reduce -2.4% 18,425 $4.6M
PFG Advisors 0.33% Reduce -2.4% 18,307 $4.6M
Nordea Investment Management AB 0.01% Add +2.1% 18,041 $4.5M
Gulf International Bank (UK) Ltd 0.11% Add +0.7% 17,711 $4.4M
Journey Advisory Group, LLC 0.55% Add +6.9% 17,647 $4.4M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -4.3% 17,611 $4.4M
Geneos Wealth Management Inc. 0.20% Add +3.4% 17,361 $4.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +16.4% 17,016 $4.3M
Cibc World Market Inc. 0.01% Add +0.6% 17,011 $4.3M
Triasima Portfolio Management inc. 0.36% Reduce -26.7% 16,942 $4.2M
Dorsey Wright & Associates 1.09% Add +0.9% 16,706 $4.2M
Keebeck Wealth Management 0.61% Reduce -0.5% 16,667 $4.2M
Bfsg, LLC 0.55% Reduce -0.5% 16,587 $4.1M
Duality Advisers, LP 0.41% New 16,520 $4.1M
Barbara Oil Co. 1.74% No change 16,500 $4.1M
Kentucky Retirement Systems 0.12% Reduce -4.7% 16,464 $4.1M
Romano Brothers and Company 0.56% Add +1.3% 16,263 $4.1M
Legacy Wealth Management, LLC / MS 1.78% Reduce -0.3% 15,811 $4.0M
Walleye Capital LLC 0.05% Reduce -64.0% 15,607 $3.9M
Maryland State Retirement & Pension System 0.08% Add +2.1% 16,821 $3.9M
Freedom Day Solutions, LLC 1.34% Add +4.8% 15,156 $3.8M
GAM Holding AG 0.27% Add +0.3% 15,122 $3.8M
Swiss Life Asset Management Ltd 0.05% Reduce -63.1% 15,098 $3.8M
Cornerstone Advisors, LLC 0.16% No change 15,000 $3.8M
CenterBook Partners LP 0.26% Reduce -28.0% 14,843 $3.7M
Avantax Advisory Services, Inc. 0.03% Add +1.6% 14,706 $3.7M
First Trust Advisors LP 0.00% Reduce -78.3% 14,632 $3.7M
Transamerica Financial Advisors, LLC 0.37% Add +993.6% 14,611 $3.7M
Oxbow Advisors, LLC 0.52% Add +1.1% 14,497 $3.6M
Candriam S.C.A. 0.02% Add +2.8% 14,352 $3.6M
Gunderson Capital Management LLC 1.64% Add +52.4% 14,101 $3.5M
Hartford Investment Management Co. 0.12% Reduce -3.7% 14,060 $3.5M
Synovus Financial Corp. 0.05% Add +1.8% 14,041 $3.5M
Pittenger & Anderson Inc. 0.14% New 13,814 $3.5M
Trust Co. of Toledo NA 0.54% Reduce -2.1% 13,804 $3.5M
Cox Capital Mgt LLC 2.10% Reduce -2.9% 13,624 $3.4M
Legato Capital Management LLC 0.41% No change 13,495 $3.4M
Nelson Capital Management, LLC 0.63% Add +222.0% 13,276 $3.3M
Swedbank AB 0.00% Add +14.0% 13,187 $3.3M
Illinois Municipal Retirement Fund 0.05% No change 12,907 $3.2M
Brookstone Capital Management 0.06% Add +70.4% 12,851 $3.2M
Prescott Group Capital Management, L.L.C. 0.52% Add +53.9% 12,847 $3.2M
Cerity Partners LLC 0.01% Add +73.3% 12,844 $3.2M
Securian Asset Management, Inc. 0.09% Reduce -6.8% 12,760 $3.2M
Levy Wealth Management Group, LLC 0.89% No change 14,172 $3.2M
Captrust Financial Advisors 0.01% Reduce -16.2% 12,691 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.5% 12,626 $3.2M
Louisiana State Employees Retirement System 0.06% Reduce -3.8% 12,600 $3.2M
Atria Wealth Solutions, Inc. 0.04% Add +4.9% 12,584 $3.1M
PDT Partners, LLC 0.30% New 12,551 $3.1M
Coldstream Capital Management Inc. 0.08% Add +20.4% 12,473 $3.1M
Portfolio Design Labs, LLC 1.04% Add +12.0% 12,412 $3.1M
EULAV Asset Management 0.09% No change 12,400 $3.1M
Credit Agricole S A 0.05% Add +115.6% 13,170 $3.1M
Guggenheim Capital LLC 0.02% Add +9.0% 12,192 $3.0M
Whittier Trust Co. 0.04% Reduce -1.2% 12,020 $3.0M
Anthracite Investment Company, Inc. 1.51% New 12,000 $3.0M
Robbins Farley 1.64% Add +6.6% 11,936 $3.0M
Prospera Financial Services Inc 0.09% Add +6.4% 11,919 $3.0M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -24.9% 11,885 $3.0M
CIBC Private Wealth Group LLC 0.01% Add +0.8% 11,991 $3.0M
Stonebridge Capital Management Inc. 1.32% Reduce -0.4% 11,812 $3.0M
D. E. Shaw & Co. 0.00% Reduce -48.1% 11,687 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +99.7% 11,788 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +20.2% 11,516 $2.9M
Alerus Financial NA 0.22% Reduce -11.8% 11,432 $2.9M
Capital Group Investment Management Pte. LTD. 0.51% Add +87.0% 11,370 $2.8M
Sigma Planning Corp 0.09% Add +52.2% 11,347 $2.8M
B. Riley Wealth Advisors, Inc. 0.08% Add +16.6% 12,437 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +16.2% 11,306 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +16.2% 11,306 $2.8M
Ostrum Asset Management 0.22% Add +25.6% 10,907 $2.7M
Brasada Capital Management, LP 0.49% Add +0.8% 10,894 $2.7M
New Mexico Educational Retirement Board 0.10% Reduce -2.7% 10,850 $2.7M
Sitrin Capital Management LLC 1.48% Reduce -0.6% 10,834 $2.7M
WINTON GROUP Ltd 0.19% New 10,768 $2.7M
Whitford Management LLC 1.50% Reduce -74.3% 10,647 $2.7M
Andra AP-fonden 0.05% New 10,600 $2.7M
Panagora Asset Management Inc. 0.01% Reduce -2.2% 10,582 $2.6M
Rockefeller Capital Management L.P. 0.01% New 10,552 $2.6M
Ancora Advisors LLC 0.06% No change 10,530 $2.6M
Spirepoint Private Client, LLC 0.40% — 10,478 $2.6M
Ascent Group, LLC 0.23% Add +11.0% 10,476 $2.6M
Edgestream Partners, L.P. 0.13% New 10,416 $2.6M
Mount Lucas Management LP 0.87% Reduce -7.4% 10,390 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -77.1% 10,389 $2.6M
Cresset Asset Management, LLC 0.01% Add +13.8% 10,294 $2.6M
Assetmark, Inc. 0.01% Add +46.0% 10,281 $2.6M
Old North State Trust, LLC 2.16% — 10,239 $2.6M
OneDigital Investment Advisors LLC 0.04% Reduce -3.4% 10,123 $2.5M
Chicago Partners Investment Group LLC 0.11% Add +0.1% 10,500 $2.5M
Janiczek Wealth Management, LLC 0.53% No change 9,923 $2.5M
Pineridge Advisors LLC 0.87% Add +39392.0% 9,873 $2.5M
Chicago Capital, LLC 0.07% Reduce -4.0% 9,796 $2.4M
Raymond James Trust N.A. 0.06% Add +10.2% 9,692 $2.4M
Hennion & Walsh Asset Management, Inc. 0.13% Add +45.6% 9,529 $2.4M
Tower Research Capital LLC (TRC) 0.06% Reduce -68.8% 9,493 $2.4M
Trueblood Wealth Management, LLC 1.32% Reduce -1.5% 9,250 $2.3M
Vestmark Advisory Solutions, Inc. 0.10% Add +1.9% 9,181 $2.3M
UMB Bank, n.a. 0.04% Reduce -2.4% 9,087 $2.3M
Tilia Fiduciary Partners, Inc. 1.84% Add +6.3% 9,083 $2.3M
NewEdge Wealth, LLC 0.05% Add +5.0% 9,457 $2.3M
AlphaStar Capital Management, LLC 0.23% Add +3.5% 9,003 $2.3M
Fosun International Ltd 0.70% Add +5.5% 8,960 $2.2M
Terra Nova Asset Management LLC 1.76% Add +2.5% 8,852 $2.2M
QRG Capital Management, Inc. 0.03% Reduce -1.3% 8,788 $2.2M
Insight Wealth Strategies, LLC 0.32% Reduce -10.2% 8,785 $2.2M
Ritholtz Wealth Management 0.08% Add +1.1% 8,756 $2.2M
Metropolitan Life Insurance Co 0.10% Reduce -0.5% 8,744 $2.2M
Leavell Investment Management, Inc. 0.13% Add +0.1% 8,724 $2.2M
Northwest & Ethical Investments L.P. 0.06% Reduce -65.8% 8,658 $2.2M
Farther Finance Advisors, LLC 0.13% Add +19.8% 8,726 $2.2M
HRT Financial LP 0.01% New 8,588 $2.1M
Y-Intercept (Hong Kong) Ltd 0.16% Reduce -24.5% 8,543 $2.1M
Pinnacle Wealth Planning Services, Inc. 0.31% Reduce -19.3% 8,447 $2.1M
Pine Valley Investments Ltd Liability Co 0.16% Add +8.8% 8,388 $2.1M
Inceptionr LLC 0.54% New 8,329 $2.1M
Savant Capital, LLC 0.02% Add +1.9% 8,298 $2.1M
Game Creek Capital, LP 1.12% Add +10.0% 8,250 $2.1M
Paragon Advisors, LLC 0.83% Add +36.3% 8,240 $2.1M
Great Valley Advisor Group, Inc. 0.06% Add +43.1% 8,203 $2.1M
Whittier Trust Co. of Nevada Inc. 0.06% Add +5.7% 8,050 $2.0M
First Nebraska Trust Co 0.21% No change 7,999 $2.0M
Eagle Wealth Strategies LLC 1.61% Reduce -7.5% 8,035 $2.0M
Advisory Services Network, LLC 0.04% Reduce -28.4% 7,935 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.2% 7,835 $2.0M
Arthur M. Cohen & Associates, LLC 0.41% Add +41.0% 7,817 $2.0M
Vinva Investment Management Ltd 0.11% Add +1.2% 7,623 $1.9M
K.J. Harrison & Partners Inc 0.29% Add +4.1% 7,600 $1.9M
Glenmede Trust Co. NA 0.01% Reduce -0.4% 7,580 $1.9M
Leeward Financial Partners, LLC 0.80% Add +7.4% 7,550 $1.9M
Moody National Bank Trust Division 0.15% Reduce -1.9% 7,511 $1.9M
Bright Rock Capital Management, LLC 0.39% No change 7,500 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -0.2% 7,444 $1.9M
Norinchukin Bank, The 0.06% Reduce -0.9% 7,433 $1.9M
Nations Financial Group Inc, /Ia/ 0.16% Add +9.2% 7,389 $1.8M
Metis Global Partners, LLC 0.07% Reduce -1.4% 7,382 $1.8M
Callan Family Office, LLC 0.43% Reduce -13.5% 7,300 $1.8M
Provident Wealth Management, LLC 0.68% New 7,285 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.6% 7,244 $1.8M
Tidal Investments LLC 0.03% Add +132.1% 7,189 $1.8M
Principal Securities, Inc. 0.06% Add +26.2% 7,184 $1.8M
Geller Advisors LLC 0.15% Reduce -0.9% 7,173 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -21.4% 7,169 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -7.0% 7,155 $1.8M
Siemens Fonds Invest GmbH 0.14% Reduce -1.3% 7,120 $1.8M
Concourse Financial Group Securities, Inc. 0.11% Add +6.2% 7,002 $1.8M
Prosperity Consulting Group, LLC 0.22% Add +6.8% 6,953 $1.7M
Lincoln National Corp. 0.03% Add +37.0% 6,948 $1.7M
Meiji Yasuda Life Insurance Co 0.04% Reduce -10.6% 6,940 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.7% 6,880 $1.7M
SVB Wealth LLC 0.04% Reduce -5.9% 6,878 $1.7M
AIA Group Ltd 0.06% Add +58.9% 6,869 $1.7M
Contravisory Investment Management, Inc. 0.38% Reduce -3.6% 6,848 $1.7M
Concurrent Investment Advisors, LLC 0.07% Add +18.0% 6,783 $1.7M
Oppenheimer & Co. Inc. 0.03% Reduce -23.8% 6,760 $1.7M
Cabot Wealth Management Inc. 0.22% Reduce -16.6% 6,708 $1.7M
UniSuper Management Pty Ltd 0.02% Add +252.0% 6,604 $1.7M
Heritage Wealth Management, LLC 0.84% Reduce -5.3% 6,563 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -62.3% 6,518 $1.6M
RFG Advisory, LLC 0.06% Add +12.2% 6,514 $1.6M
Harbor Advisors LLC 0.30% No change 6,500 $1.6M
HighPoint Advisor Group LLC 0.11% Reduce -0.3% 6,484 $1.6M
Benjamin Edwards Inc. 0.32% Reduce -19.4% 6,456 $1.6M
Bleakley Financial Group, LLC 0.05% Reduce -7.5% 6,436 $1.6M
Simplicity Wealth,LLC 0.04% New 6,420 $1.6M
Stephens Inc. 0.02% Add +0.4% 6,313 $1.6M
Signature Estate & Investment Advisors LLC 0.04% Reduce -0.9% 6,283 $1.6M
WBH Advisory Inc. 0.16% Reduce -10.8% 6,269 $1.6M
Schechter Investment Advisors, LLC 0.11% Reduce -0.8% 5,987 $1.5M
Crawford Investment Counsel Inc. 0.03% Reduce -2.3% 5,952 $1.5M
Townsquare Capital LLC 0.02% Reduce -11.5% 5,913 $1.5M
Squarepoint Ops LLC 0.01% Reduce -74.5% 5,880 $1.5M
Rakuten Investment Management, Inc. 0.01% Add +990.3% 5,822 $1.5M
Apollon Wealth Management, LLC 0.05% Reduce -21.8% 5,796 $1.4M
Coppell Advisory Solutions Corp. 0.27% — 5,791 $1.4M
Builder Investment Group Inc. 0.42% Reduce -1.7% 5,702 $1.4M
MAI Capital Management 0.01% Reduce -0.0% 5,675 $1.4M
Williamson Legacy Group, LLC 1.10% Reduce -0.5% 5,672 $1.4M
South Dakota Investment Council 0.03% No change 5,624 $1.4M
Penobscot Investment Management Company, Inc. 0.15% Add +12.7% 5,610 $1.4M
Seelaus Asset Management LLC 1.43% No change 5,603 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -89.8% 5,590 $1.4M
Dynamic Technology Lab Private Ltd 0.15% Add +373.3% 5,566 $1.4M
DAVENPORT & Co LLC 0.01% Add +25.3% 5,457 $1.4M
Qsemble Capital Management, LP 0.30% Add +8.6% 5,442 $1.4M
Handelsinvest Investeringsforvaltning 0.65% Reduce -15.3% 5,437 $1.4M
Choreo, LLC 0.03% Reduce -3.4% 5,405 $1.4M
Dover Advisors, LLC 0.93% Add +74.9% 5,400 $1.4M
Axxcess Wealth Management, LLC 0.04% Add +4.3% 5,400 $1.4M
Gilbert & Cook, Inc. 0.18% Reduce -0.7% 5,361 $1.3M
World Equity Group, Inc. 0.27% Reduce -1.9% 5,320 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.07% No change 5,301 $1.3M
Degroof Petercam Asset Management 0.02% No change 5,300 $1.3M
Evercore Wealth Management, LLC 0.02% Reduce -5.0% 5,289 $1.3M
Covenant Partners, LLC 0.39% No change 5,288 $1.3M
Peterson Wealth Management 0.94% Add +295.9% 5,218 $1.3M
F/m Investments LLC 0.88% Reduce -0.6% 5,167 $1.3M
Meadow Creek Wealth Advisors LLC 0.89% New 5,119 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -42.3% 5,116 $1.3M
Allworth Financial LP 0.01% Reduce -15.6% 5,001 $1.3M
Essex Investment Management Co. LLC 0.24% No change 4,902 $1.2M
NEOS Investment Management LLC 0.08% Add +59.8% 4,887 $1.2M
VestGen Investment Management 0.37% Reduce -4.1% 4,884 $1.2M
First Trust Direct Indexing L.P. 0.09% Add +12.8% 4,849 $1.2M
DRW Securities, LLC 0.07% New 4,818 $1.2M
Oak Ridge Investments LLC 0.12% Reduce -10.4% 4,808 $1.2M
TD Waterhouse Canada Inc. 0.01% Reduce -0.3% 4,727 $1.2M
Lido Advisors, LLC 0.01% Add +3.3% 4,795 $1.2M
Schear Investment Advisers, LLC 0.96% Add +21.4% 4,773 $1.2M
Unigestion Holding SA 0.06% New 4,726 $1.2M
Sunbelt Securities, Inc. 0.13% Add +3.0% 4,700 $1.2M
Merrion Investment Management Co, LLC 0.84% No change 4,700 $1.2M
Advisor OS, LLC 0.13% Add +73.8% 4,685 $1.2M
Kestra Private Wealth Services, LLC 0.03% Reduce -5.7% 4,647 $1.2M
Composition Wealth, LLC 0.03% Add +0.9% 4,558 $1.1M
Praxis Investment Management Inc. 0.07% No change 4,520 $1.1M
Fiduciary Family Office, LLC 0.43% Add +32.8% 4,413 $1.1M
Dana Investment Advisors, Inc. 0.04% No change 4,383 $1.1M
Keeley-Teton Advisors, LLC 0.13% Reduce -2.4% 4,373 $1.1M
Ellis Investment Partners, LLC 0.24% Add +0.0% 4,334 $1.1M
Connecticut Wealth Management, LLC 0.06% Add +1.8% 4,304 $1.1M
Iams Wealth Management, LLC 0.65% Reduce -5.3% 4,333 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -94.0% 4,236 $1.1M
Alera Investment Advisors, LLC 0.14% Reduce -0.3% 4,221 $1.1M
St Germain D J Co. Inc. 0.05% No change 4,219 $1.1M
HMS Capital Management, LLC 0.58% Add +12.4% 4,191 $1.0M
TrinityPoint Wealth, LLC 0.17% Add +2.6% 4,145 $1.0M
Bison Wealth, LLC 0.17% Add +13.3% 4,112 $1.0M
EPG Wealth Management LLC 0.25% Add +0.8% 4,061 $1.0M
Nvwm, LLC 0.28% Add +174.2% 4,036 $1.0M
Curi Capital, LLC 0.02% Add +27.5% 4,034 $1.0M
Everett Harris & Co. 0.01% Add +22.3% 4,021 $1.0M
Alberta Investment Management Corp 0.01% No change 4,000 $1.0M
Balentine LLC 0.03% Reduce -13.2% 3,963 $991K
Capstone Investment Advisors, LLC 0.03% Add +1316.4% 3,895 $974K
Wrapmanager Inc. 0.27% Reduce -2.5% 3,835 $959K
Wedbush Securities Inc. 0.04% Add +6.7% 3,828 $957K
Vestcor Inc 0.03% Reduce -12.8% 3,829 $957K
Tritonpoint Wealth, LLC 0.10% Reduce -13.0% 3,734 $956K
Private Advisory Group LLC 0.14% Reduce -7.3% 3,803 $951K
Guinness Atkinson Asset Management Inc 0.45% No change 3,802 $951K
DoubleLine ETF Adviser LP 0.24% Add +5.7% 3,798 $950K
Signaturefd, LLC 0.02% Add +9.2% 3,786 $947K
PFG Investments, LLC 0.06% Add +15.6% 3,771 $943K
Raleigh Capital Management Inc. 0.41% Reduce -2.9% 3,763 $941K
Tiaa Trust, National Association 0.00% Add +0.8% 3,759 $940K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -26.9% 3,748 $937K
Haverford Trust Co 0.01% Reduce -14.3% 3,742 $936K
E. Ohman J:or Asset Management AB 0.02% New 3,700 $925K
Menard Financial Group LLC 0.77% Add +38.1% 3,682 $921K
Focus Partners Wealth 0.01% Add +232.2% 3,671 $918K
FORA Capital, LLC 0.07% Reduce -44.8% 3,638 $910K
Argent Trust Co 0.04% Reduce -5.7% 3,629 $907K
Sawgrass Asset Management LLC 0.10% Reduce -4.4% 3,580 $895K
Quotient Wealth Partners, LLC 0.03% Reduce -21.4% 3,572 $893K
Financial Advocates Investment Management 0.05% Add +2.6% 3,561 $890K
Fiduciary Trust Co 0.01% Reduce -8.4% 3,487 $872K
Marino, Stram & Associates LLC 0.21% Add +3.0% 3,471 $868K
Mitchell Sinkler & Starr 0.22% Reduce -0.9% 3,470 $868K
Avantax Planning Partners, Inc. 0.03% New 3,463 $866K
Mirabella Financial Services LLP 0.06% Add +79.7% 3,416 $854K
GPS Wealth Strategies Group, LLC 0.14% Add +2.5% 3,414 $854K
Exchange Traded Concepts, LLC 0.02% Add +344.6% 3,397 $849K
Landscape Capital Management, L.L.C. 0.07% New 3,394 $849K
Lebenthal Global Advisors, LLC 0.19% Add +2.8% 3,383 $846K
Horizon Investments, LLC 0.02% Add +1.2% 3,379 $845K
Woodward Diversified Capital, LLC 0.52% Add +5.0% 3,372 $843K
Montchanin Asset Management, LLC 0.84% — 3,370 $843K
AlphaMark Advisors, LLC 0.29% Add +2.6% 3,348 $837K
Allred Capital Management, LLC 0.33% Add +0.1% 3,346 $837K
Profund Advisors LLC 0.03% Add +14.7% 3,336 $834K
Ibex Wealth Advisors 0.22% — 4,399 $829K
Rothschild Investment LLC 0.06% Add +0.3% 3,306 $827K
Trustmark Bank Trust Department 0.07% Reduce -8.6% 3,302 $826K
VeraBank, N.A. 0.26% No change 3,300 $825K
Financial Counselors Inc. 0.01% Add +0.5% 3,272 $818K
Private Trust Co. NA 0.09% Reduce -19.6% 3,266 $817K
Quantinno Capital Management LP 0.02% Add +23.9% 3,259 $815K
Triangle Securities Wealth Management 0.23% Add +158.8% 3,248 $812K
Prudent Man Advisors, LLC 0.30% Reduce -2.4% 3,244 $811K
Grey Street Capital, LLC 0.11% New 3,243 $811K
Empowered Funds, LLC 0.01% Add +19.1% 3,222 $806K
Ascent Wealth Partners, LLC 0.12% No change 3,217 $804K
Great Lakes Retirement, Inc. 0.12% Add +3.2% 3,211 $803K
Arlington Trust Co LLC 0.21% Add +52.0% 3,200 $800K
Intact Investment Management Inc. 0.03% Add +45.5% 3,200 $800K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -0.2% 3,161 $790K
Greenleaf Trust 0.01% Reduce -4.0% 3,152 $788K
Private Ocean, LLC 0.08% Add +0.1% 3,084 $771K
Clifford Swan Investment Counsel LLC 0.03% No change 3,084 $771K
Diversified Trust Co. 0.02% Reduce -11.3% 3,076 $769K
Full Sail Capital, LLC 0.05% No change 3,067 $767K
Argus Investors' Counsel, Inc. 0.47% Add +2.2% 3,049 $762K
Park National Corp. 0.03% Reduce -0.3% 3,017 $754K
Accurate Wealth Management, LLC 0.22% Reduce -0.1% 3,176 $751K
Compass Ion Advisors, LLC 0.11% Reduce -53.9% 2,993 $748K
J. W. Coons Advisors, LLC 0.13% Reduce -37.3% 2,945 $736K
Texas Capital Bancshares Inc 0.33% Reduce -0.3% 2,943 $736K
D.A. Davidson & Co. 0.01% Add +1.2% 2,934 $734K
Checchi Capital Advisers, LLC 0.06% Reduce -7.5% 2,917 $729K
Occudo Quantitative Strategies LP 0.13% New 2,913 $728K
Advisors Capital Management, LLC 0.01% Reduce -4.3% 2,905 $726K
Steward Partners Investment Advisory, LLC 0.01% Add +26.2% 2,891 $723K
Taikang Asset Management (Hong Kong) Co Ltd 0.15% No change 2,886 $722K
Kozak & Associates, Inc. 0.19% Add +0.4% 2,821 $721K
Forte Capital LLC 0.09% Add +20.3% 2,882 $721K
Wedmont Private Capital 0.05% Add +0.4% 2,944 $719K
Transcendent Capital Group LLC 0.42% Add +1947.9% 2,867 $717K
Webster Bank, N. A. 0.08% No change 2,850 $713K
Occidental Asset Management, LLC 0.13% Add +0.2% 2,842 $711K
Burney Co./ 0.03% Reduce -1.6% 2,840 $710K
PAX Financial Group, LLC 0.14% Reduce -5.5% 2,815 $704K
Eschler Asset Management LLP 0.45% New 2,808 $702K
Sfm, LLC 0.54% New 2,806 $702K
Catalina Capital Group, LLC 0.30% Add +32.0% 2,798 $700K
OneAscent Financial Services LLC 0.08% Add +22.4% 2,787 $697K
Csenge Advisory Group 0.04% Add +57.0% 2,779 $695K
Marsico Capital Management LLC 0.02% Reduce -81.3% 2,746 $687K
Bokf, NA 0.01% Add +2.4% 2,769 $684K
Insigneo Advisory Services, LLC 0.08% Add +37.4% 2,729 $682K
Parallel Advisors, LLC 0.02% Add +2.8% 2,719 $680K
Heartland Bank & Trust Co 0.39% Reduce -0.8% 2,716 $679K
ExodusPoint Capital Management, LP 0.01% New 2,680 $670K
Clearstead Advisors, LLC 0.03% Reduce -0.8% 2,649 $661K
Park Place Capital Corp 0.24% Reduce -31.5% 2,634 $659K
Linscomb Wealth, Inc. 0.03% No change 2,577 $644K
Prudential PLC 0.01% Reduce -74.2% 2,567 $642K
McGlone Suttner Wealth Management, Inc. 0.12% Add +11.9% 2,559 $640K
ERn Financial, LLC 0.11% Add +1.9% 2,542 $636K
Scotia Capital Inc. 0.00% No change 2,523 $631K
Guyasuta Investment Advisors Inc. 0.05% No change 2,800 $630K
Bank of New Hampshire 0.16% No change 2,500 $625K
Court Place Advisors, LLC 0.20% No change 2,498 $625K
Okabena Investment Services Inc. 0.21% No change 2,494 $624K
Shell Asset Management Co. 0.03% Add +17.0% 2,399 $622K
Meeder Advisory Services, Inc. 0.06% Add +4.6% 2,471 $618K
Jump Financial, LLC 0.02% Add +0.7% 2,469 $617K
Anchor Investment Management, LLC 0.06% Add +2.6% 2,422 $606K
Bridgefront Capital, LLC 0.46% New 2,416 $604K
Edge Capital Group, LLC 0.03% Reduce -1.6% 2,406 $602K
Capital Asset Advisory Services LLC 0.03% Reduce -22.4% 2,464 $601K
Trust Asset Management LLC 0.05% No change 2,404 $601K
Clifford Group, LLC 0.49% Add +4.3% 2,398 $599K
Roundview Capital LLC 0.05% Add +0.3% 2,396 $599K
Kolinsky Wealth Management, LLC 0.46% Add +10.9% 2,385 $596K
HB Wealth Management, LLC 0.01% Add +6.2% 2,358 $590K
Dynasty Wealth Management, LLC 0.02% — 2,351 $588K
Pitcairn Co. 0.04% Add +12.5% 2,346 $587K
Syon Capital LLC 0.06% Add +6.0% 2,345 $586K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.3% 2,345 $586K
Forum Financial Management, LP 0.01% No change 2,338 $585K
Clarus Wealth Advisors 0.33% Add +3.7% 2,433 $584K
Prosperity Wealth Management, Inc. 0.28% New 2,331 $583K
CreativeOne Wealth, LLC 0.02% Add +24.2% 2,323 $581K
Keybank National Association 0.00% Add +4.8% 2,313 $578K
Ingalls & Snyder LLC 0.03% Add +0.9% 2,313 $578K
Phocas Financial Corp. 0.06% No change 2,300 $575K
Montag A & Associates Inc. 0.03% No change 2,300 $575K
Country Club Bank 0.04% No change 2,277 $569K
Cigna Investments Inc. 0.11% Add +0.7% 2,277 $569K
Stock Yards Bank & Trust Co. 0.02% No change 2,268 $567K
Live Oak Private Wealth LLC 0.10% No change 2,215 $554K
Qtron Investments LLC 0.08% No change 2,215 $554K
IFP Advisors, Inc 0.02% Reduce -1.1% 2,179 $545K
Harvest Investment Services, LLC 0.22% New 2,178 $545K
Somerset Trust Co 0.22% No change 2,159 $540K
GeoWealth Management, LLC 0.02% Add +80.1% 2,141 $535K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -3.4% 2,128 $532K
Smithfield Trust Co 0.03% No change 2,108 $532K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.1% 2,115 $529K
Colonial Trust Advisors 0.05% Reduce -0.2% 2,111 $528K
MJP Associates Inc. 0.11% New 2,105 $526K
Hartline Investment Corp./ 0.09% New 2,102 $526K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +2.1% 2,102 $526K
Pathway Financial Advisors LLC 0.14% No change 2,100 $525K
Oakworth Capital, Inc. 0.04% Reduce -3.1% 2,093 $523K
Ellevest, Inc. 0.03% Add +0.6% 2,092 $523K
CX Institutional 0.03% Add +1.5% 2,087 $522K
Pinnacle Financial Partners Inc 0.01% Add +17.9% 2,071 $518K
Balboa Wealth Partners 0.16% Add +0.1% 2,028 $507K
Dynamic Advisor Solutions LLC 0.02% Add +18.2% 2,024 $506K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Add +54.1% 2,022 $506K
Settian Capital LP 0.37% New 2,000 $500K
Biltmore Family Office, LLC 0.10% No change 2,000 $500K
American National Bank & Trust 0.07% Reduce -25.4% 1,997 $499K
Horizon Kinetics Asset Management LLC 0.01% No change 1,996 $499K
Wintrust Investments LLC 0.04% Add +10.0% 1,946 $487K
Spire Wealth Management 0.01% Add +9.3% 1,947 $487K
Mather Group, Llc. 0.01% Reduce -15.4% 2,139 $481K
KLR Investment Advisors, LLC 0.34% Reduce -9.3% 2,002 $476K
Drive Wealth Management, LLC 0.13% Add +4.0% 1,901 $475K
Northside Capital Management, LLC 0.08% No change 1,891 $473K
V-Square Quantitative Management LLC 0.07% Add +92.8% 1,874 $469K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -1.3% 1,850 $463K
Equitable Holdings, Inc. 0.01% Add +18.8% 1,819 $455K
Lake Street Private Wealth, LLC 0.06% Reduce -1.6% 1,812 $453K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,804 $451K
Kenora Financial, LLC 0.19% Reduce -3.1% 1,800 $450K
Archford Capital Strategies, LLC 0.08% Reduce -4.4% 1,797 $449K
Atom Investors LP 0.06% New 1,794 $449K
Boston Common Asset Management, LLC 0.01% No change 1,790 $448K
Integrated Wealth Concepts LLC 0.01% Add +14.6% 1,783 $446K
Alpine Woods Capital Investors, LLC 0.09% No change 1,895 $445K
Simmons Bank 0.03% Reduce -4.2% 1,768 $442K
Strategic Wealth Partners, Ltd. 0.05% Add +6.5% 1,765 $441K
Cookson Peirce & Co. Inc. 0.02% Reduce -1.2% 1,754 $439K
SC&H Financial Advisors, Inc. 0.11% No change 1,750 $438K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +1.4% 1,749 $437K
Aptus Capital Advisors, LLC 0.01% Add +9.2% 1,746 $437K
Freedom Investment Management, Inc. 0.03% Reduce -12.6% 1,743 $436K
Obermeyer Wealth Partners 0.03% Add +0.3% 1,737 $434K
Patron Partners, LLC 0.26% Add +9.5% 1,735 $434K
Quadrant Capital Group LLC 0.03% Reduce -3.8% 1,734 $434K
Nomura Holdings Inc. 0.00% Reduce -60.2% 1,731 $433K
Patrick M Sweeney & Associates, Inc. 0.35% Add +5.7% 1,715 $429K
Successful Portfolios LLC 0.29% Reduce -0.4% 1,713 $428K
XTX Topco Ltd 0.06% New 1,710 $428K
Ifrah Financial Services, Inc. 0.12% Add +1.1% 1,705 $426K
Personal Cfo Solutions, LLC 0.07% Reduce -1.8% 1,700 $425K
AMG National Trust Bank 0.01% No change 1,700 $425K
Graypoint LLC 0.03% Add +8.0% 1,696 $424K
Prio Wealth Limited Partnership 0.01% No change 1,696 $424K
AE Wealth Management LLC 0.00% Reduce -75.1% 1,686 $422K
New Century Financial Group, LLC 0.29% Add +40.3% 1,685 $421K
Miller Investment Management, LP 0.05% No change 1,672 $418K
InterOcean Capital Group, LLC 0.01% Add +22.0% 1,671 $418K
GC Wealth Management RIA, LLC 0.08% Add +28.6% 1,666 $417K
GAMMA Investing LLC 0.08% Add +57.4% 1,662 $416K
Plato Investment Management Ltd 0.04% Add +263.7% 1,651 $413K
Longview Financial Advisors, Inc. 0.31% Reduce -4.9% 1,644 $411K
Mowery & Schoenfeld Wealth Management, LLC 0.79% Reduce -9.0% 1,643 $411K
RiverGlades Family Offices LLC 0.32% No change 1,646 $407K
Quantum Portfolio Management LLC 0.23% New 1,612 $403K
NorthRock Partners, LLC 0.02% Add +7.5% 1,609 $402K
LS Investment Advisors, LLC 0.06% No change 1,600 $400K
Elevation Point Wealth Partners, LLC 0.03% Reduce -3.5% 1,594 $399K
Compton Wealth Advisory Group, LLC 0.11% No change 1,591 $398K
Vestor Capital, LLC 0.03% Reduce -7.0% 1,574 $394K
Hoxton Planning & Management, LLC 0.19% Add +1.2% 1,575 $394K
Strategic Blueprint, LLC 0.03% Add +13.2% 1,569 $392K
Beacon Investment Advisory Services, Inc. 0.02% New 1,550 $388K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -6.8% 1,538 $385K
Procyon Advisors, LLC 0.03% Reduce -1.4% 1,535 $384K
River Wealth Advisors LLC 0.06% Reduce -3.2% 1,526 $382K
Aviance Capital Partners, LLC 0.06% New 1,512 $378K
Heritage Wealth Advisors 0.02% No change 1,498 $375K
Mission Wealth Management, LP 0.01% Add +5.8% 1,487 $372K
Independent Advisor Alliance 0.01% New 1,485 $371K
Values First Advisors, Inc. 0.22% Add +53.9% 1,485 $371K
Pinnacle Associates Ltd. 0.01% Add +0.1% 1,468 $367K
SYSTM Wealth Solutions LLC 0.05% Add +25.1% 1,464 $366K
Lantz Financial LLC 0.12% Reduce -1.2% 1,445 $361K
Sciencast Management LP 0.22% New 1,433 $358K
Citadel Advisors 0.00% Reduce -99.2% 1,420 $355K
PGGM Investments 0.01% Reduce -47.4% 1,420 $355K
Mutual Advisors, LLC 0.01% Reduce -1.4% 1,417 $354K
Choate Investment Advisors 0.01% Reduce -1.7% 1,411 $353K
Fidelis Capital Partners, LLC 0.05% Reduce -1.3% 1,408 $352K
Insight 2811, Inc. 0.18% New 1,400 $350K
Shufro Rose & Co. LLC 0.03% No change 1,400 $350K
Stratos Wealth Advisors, LLC 0.02% Reduce -69.5% 1,390 $348K
W Advisors, LLC 0.24% Add +1.1% 1,388 $347K
OneAscent Wealth Management LLC 0.13% Add +9.4% 1,380 $345K
Caldwell Trust Co 0.04% Add +25.0% 1,370 $343K
Veltria Advisors Corp. 0.09% New 1,366 $342K
Cozad Asset Management Inc. 0.04% No change 1,360 $340K
Trust Co. of Vermont 0.02% Reduce -1.8% 1,359 $340K
Austin Private Wealth, LLC 0.04% Add +16.3% 1,368 $336K
Cadence Bank 0.02% Reduce -21.6% 1,326 $332K
Trust Point Inc. 0.03% Reduce -45.2% 1,324 $331K
Western Wealth Management, LLC 0.03% No change 1,308 $327K
Gen-Wealth Partners Inc 0.16% — 1,305 $326K
Conning Inc. 0.01% Add +8.2% 1,305 $326K
Symmetry Partners, LLC 0.03% No change 1,303 $326K
Cahaba Wealth Management, Inc. 0.03% No change 1,301 $325K
First Horizon Advisors, Inc. 0.01% Reduce -8.0% 1,296 $324K
Huntington National Bank 0.00% Reduce -6.0% 1,294 $324K
First Business Financial Services, Inc. 0.03% Reduce -0.5% 1,287 $322K
Avior Wealth Management, LLC 0.01% Add +976.5% 1,281 $320K
Berkshire Asset Management LLC 0.02% Reduce -0.2% 1,270 $318K
MBB Public Markets I LLC 0.02% New 1,267 $317K
Regal Investment Advisors LLC 0.02% Add +3.9% 1,262 $316K
Shelton Capital Management 0.01% Reduce -16.6% 1,256 $314K
TCTC Holdings, LLC 0.01% No change 1,254 $314K
Wilkins Investment Counsel Inc. 0.05% New 1,250 $313K
Modera Wealth Management, LLC 0.00% Add +10.7% 1,246 $312K
West Family Investments, Inc. 0.10% Add +14.3% 1,236 $309K
Cynosure Group, LLC 0.06% New 1,236 $309K
McAdam, LLC 0.02% New 1,234 $309K
Paloma Partners Management Co 0.06% Reduce -63.6% 1,231 $308K
Allen Capital Group, LLC 0.04% New 1,228 $307K
Mgo One Seven LLC 0.02% Reduce -8.5% 1,223 $306K
Wayfinding Financial, LLC 0.18% Add +0.9% 1,239 $303K
Westpac Banking Corp. 0.02% No change 1,211 $303K
Renasant Bank 0.21% No change 1,206 $302K
Perigon Wealth Management, LLC 0.01% Add +10.2% 1,205 $301K
Carderock Capital Management Inc. 0.08% New 1,200 $300K
Spinnaker Trust 0.02% No change 1,195 $299K
Aigen Investment Management, LP 0.07% Reduce -55.4% 1,194 $299K
Syntegra Private Wealth Group, LLC 0.04% New 1,186 $297K
Twinbeech Capital LP 0.01% Reduce -99.2% 1,183 $296K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% — 1,180 $295K
Kowal Investment Group, LLC 0.06% Add +6.4% 1,179 $295K
Verition Fund Management LLC 0.00% Add +8.0% 1,171 $293K
Fulton Bank, N.A. 0.01% Reduce -16.7% 1,166 $292K
Braun-Bostich & Associates Inc. 0.24% Reduce -21.5% 1,164 $291K
Carnegie Investment Counsel 0.01% Reduce -0.5% 1,156 $289K
SteelPeak Wealth, LLC 0.01% Reduce -0.8% 1,153 $288K
Wrenne Financial Planning LLC 0.21% New 1,153 $288K
Opal Wealth Advisors, LLC 0.10% Reduce -24.4% 1,145 $286K
Ignite Planners, LLC 0.08% Reduce -1.4% 1,157 $286K
Tucker Asset Management LLC 0.07% Add +22.7% 1,135 $284K
Cary Street Partners Investment Advisory LLC 0.01% New 1,134 $284K
HBK Sorce Advisory LLC 0.01% Add +0.7% 1,130 $283K
Sentry Investment Management LLC 0.11% No change 1,127 $282K
SeaCrest Wealth Management, LLC 0.03% Add +1.4% 1,127 $282K
Roble, Belko & Company, Inc 0.05% Reduce -5.2% 1,123 $281K
Jacobi Capital Management LLC 0.03% Add +18.1% 1,118 $279K
Trek Financial, LLC 0.02% New 1,114 $279K
Excalibur Management Corp. 0.12% No change 1,109 $277K
KCM Investment Advisors LLC 0.01% Add +2.2% 1,109 $277K
City Holding Co. 0.04% Reduce -4.3% 1,106 $277K
StoneX Group Inc. 0.02% New 1,100 $275K
Capital Advisors Inc. 0.01% Add +12.0% 1,085 $271K
Los Angeles Capital Management LLC 0.00% Reduce -2.5% 1,081 $270K
Formidable Asset Management, LLC 0.04% No change 1,069 $267K
Natixis 0.00% Reduce -97.8% 1,065 $266K
Foundations Investment Advisors, LLC 0.01% Reduce -5.0% 1,057 $264K
Clarius Group, LLC 0.02% Reduce -16.6% 1,056 $264K
Cherry Creek Investment Advisors, Inc. 0.14% Add +0.3% 1,043 $261K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +1.6% 1,042 $261K
Douglas Lane & Associates, LLC 0.00% No change 1,042 $261K
Hilltop Holdings Inc. 0.03% New 1,037 $259K
Manchester Capital Management LLC 0.03% Add +655.5% 1,035 $259K
West Branch Capital LLC 0.10% Reduce -35.0% 1,027 $257K
Abn Amro Investment Solutions 0.00% No change 1,013 $253K
Lake Street Advisors Group, LLC 0.01% Add +10.4% 1,006 $252K
Kaizen Financial Strategies 0.17% Add +0.2% 1,002 $251K
Trinity Financial Advisors LLC 0.11% No change 1,000 $250K
RFP Financial Group LLC 0.10% Reduce -28.6% 1,000 $250K
RBF Capital, LLC 0.01% No change 1,000 $250K
Garde Capital, Inc. 0.02% No change 1,000 $250K
LongView Wealth Management 0.10% Reduce -1.9% 999 $250K
Penserra Capital Management LLC 0.00% Reduce -48.6% 1,001 $249K
Grove Bank & Trust 0.04% Reduce -2.0% 994 $249K
EverSource Wealth Advisors, LLC 0.02% Add +9.9% 1,055 $248K
J.W. Cole Advisors, Inc. 0.01% Add +4.7% 983 $246K
Brooklyn Investment Group 0.11% New 994 $246K
Carret Asset Management, LLC 0.03% No change 975 $244K
Arkadios Wealth Advisors 0.02% Add +1.8% 968 $242K
Mengis Capital Management, Inc. 0.04% New 968 $242K
Verdence Capital Advisors LLC 0.02% Reduce -1.0% 953 $238K
Woodmont Investment Counsel LLC 0.02% New 944 $236K
Claret Asset Management Corp 0.04% Reduce -5.1% 939 $235K
Summit Global Investments 0.02% New 939 $235K
Investmark Advisory Group LLC 0.13% Add +0.1% 926 $231K
Hamilton Capital Partners Inc. 0.03% Reduce -52.5% 925 $231K
Natixis Investment Managers International 0.02% Reduce -4.2% 925 $231K
EP Wealth Advisors, LLC 0.00% New 925 $231K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.6% 920 $230K
Meridian Wealth Management, LLC 0.04% Add +4.1% 941 $230K
Northwest Bancshares, Inc. 0.04% No change 917 $229K
Valeo Financial Advisors, LLC 0.01% Reduce -19.0% 962 $228K
Moors & Cabot, Inc. 0.01% Add +0.8% 904 $226K
Nixon Peabody Trust Co. 0.02% No change 901 $225K
Westshore Wealth, LLC 0.09% No change 900 $225K
PGIM Custom Harvest LLC 0.01% Reduce -1.4% 898 $225K
Guardian Wealth Advisors, LLC / NC 0.03% New 896 $224K
Encompass More Asset Management 0.18% New 893 $223K
Altfest L J & Co. Inc. 0.03% New 873 $218K
Ballentine Partners, LLC 0.00% New 869 $217K
Morningstar Investment Services LLC 0.00% Reduce -33.1% 874 $217K
KLCM Advisors, Inc. 0.03% Reduce -17.8% 865 $216K
Keel Point, LLC 0.02% New 863 $216K
Avestar Capital, LLC 0.02% New 853 $213K
Koshinski Asset Management, Inc. 0.02% New 852 $213K
Perennial Investment Advisors, LLC 0.03% New 850 $212K
Aspiriant, LLC 0.01% New 849 $212K
JT Stratford LLC 0.04% New 834 $209K
Washington Trust Bank 0.02% Reduce -6.5% 833 $208K
Proficio Capital Partners LLC 0.02% New 829 $207K
Keeler & Nadler Financial Planning & Wealth Management 0.12% New 821 $205K
Glenview Trust Co 0.00% New 821 $205K
Truepoint, Inc. 0.01% Reduce -29.2% 818 $205K
Harbour Investments, Inc. 0.01% Add +35.7% 818 $204K
Legacy Financial Advisors, Inc. 0.04% New 817 $204K
Patton Fund Management, Inc. 0.04% New 815 $204K
Smartleaf Asset Management LLC 0.04% Add +1577.5% 822 $204K
Vicus Capital 0.02% New 814 $204K
Compound Planning, Inc. 0.02% New 811 $203K
Wealth Architects, LLC 0.03% New 810 $203K
1620 Investment Advisors, Inc. 0.20% New 808 $202K
BOS Asset Management, LLC 0.11% New 808 $202K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -12.3% 805 $201K
Fort Sheridan Advisors LLC 0.04% New 800 $200K
Fifth Third Wealth Advisors LLC 0.03% New 800 $200K
Balefire, LLC 0.07% Add +49.6% 784 $196K
AlphaCentric Advisors LLC 0.12% Reduce -8.5% 777 $194K
Lindbrook Capital, LLC 0.02% Add +2.6% 762 $191K
Osterweis Capital Management Inc. 0.01% Reduce -13.0% 757 $189K
West Oak Capital, LLC 0.08% No change 756 $189K
Tobam 0.02% Reduce -26.0% 755 $189K
Trust Co 0.02% No change 737 $184K
Resources Management Corp. /CT/ 0.03% Reduce -3.4% 706 $177K
Pflug Koory, LLC 0.01% Reduce -6.9% 673 $168K
Acadian Asset Management LLC 0.00% Reduce -68.3% 637 $159K
Blue Trust, Inc. 0.00% Add +2.3% 613 $153K
HM Payson & Co. 0.00% No change 611 $153K
Alta Advisers Ltd 0.07% No change 600 $150K
Gables Capital Management Inc. 0.08% No change 580 $145K
Walleye Trading LLC 0.00% Reduce -96.3% 560 $140K
Atwood & Palmer Inc. 0.01% No change 556 $139K
Key Financial Inc 0.03% No change 543 $136K
Lanark Financial, Inc. 0.01% Add +0.9% 538 $134K
Center for Financial Planning, Inc. 0.02% No change 535 $134K
CarsonAllaria Wealth Management, Ltd. 0.08% Add +0.2% 497 $124K
Chelsea Counsel Co. 0.07% No change 475 $119K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 465 $116K
Clean Yield Group 0.04% No change 451 $113K
VitalStone Financial, LLC 0.08% Reduce -6.5% 444 $111K
Simplex Trading, LLC 0.00% Reduce -94.9% 435 $108K
Bangor Savings Bank 0.01% No change 414 $104K
AdvisorNet Financial, Inc 0.01% Reduce -2.9% 408 $102K
Parkside Financial Bank & Trust 0.02% Add +12.4% 407 $102K
LFA - Lugano Financial Advisors SA 0.07% New 395 $99K
Deseret Mutual Benefit Administrators 0.04% No change 344 $86K
Pinnacle Bancorp, Inc. 0.03% No change 343 $86K
Rosenberg Matthew Hamilton 0.02% No change 324 $80K
Groupama Asset Managment 0.00% No change 315 $79K
Laurel Wealth Advisors LLC 0.01% New 298 $75K
Nemes Rush Group LLC 0.01% No change 277 $69K
Cornerstone Planning Group LLC 0.02% Reduce -17.1% 287 $69K
Financial Synergies Wealth Advisors, Inc. 0.01% Add +563.4% 272 $68K
Central Pacific Bank - Trust Division 0.01% — 274 $68K
Larson Financial Group LLC 0.01% No change 265 $66K
Hexagon Capital Partners LLC 0.01% Reduce -3.0% 263 $66K
Beacon Capital Management, LLC 0.01% No change 263 $66K
Loomis Sayles & Co. L P 0.00% Add +24.4% 250 $63K
Hilltop National Bank 0.02% — 240 $60K
Richardson Financial Services Inc. 0.04% Add +95.8% 235 $59K
Piscataqua Savings Bank 0.05% Add +6.5% 213 $53K
GoalVest Advisory LLC 0.02% Add +14.3% 208 $52K
DSM Capital Partners LLC 0.00% Add +24.9% 206 $52K
Tortoise Investment Management, LLC 0.01% No change 201 $50K
Broadwater Capital Management LLC 0.04% No change 200 $50K
True Wealth Design, LLC 0.01% No change 200 $50K
Paladin Advisory Group, LLC 0.04% No change 200 $49K
Riverview Trust Co 0.04% New 197 $49K
Covestor Ltd 0.03% Reduce -5.3% 196 $49K
Hoese & Co LLP 0.04% No change 200 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +95.0% 195 $49K
Kelly Financial Services LLC 0.02% No change 192 $48K
Zions Bancorporation, N.A. 0.00% Reduce -1.6% 187 $47K
Bruce G. Allen Investments, LLC 0.04% Add +2.9% 178 $45K
Harbor Investment Advisory, LLC 0.00% No change 177 $44K
Prestige Wealth Management Group LLC 0.01% No change 176 $44K
Intelligent Financial Strategies 0.03% New 176 $44K
Delta Asset Management LLC 0.00% No change 173 $43K
Continuum Advisory, LLC 0.01% New 174 $43K
Stuart Chaussee & Associates, Inc. 0.01% No change 162 $41K
REAP Financial Group, LLC 0.01% Reduce -83.7% 159 $40K
Compagnie Lombard Odier SCmA 0.00% No change 154 $39K
DT Investment Partners, LLC 0.00% No change 152 $38K
City State Bank 0.02% No change 150 $38K
Elevation Wealth Partners, LLC 0.02% No change 151 $38K
Cambridge Trust Co. 0.00% Reduce -84.5% 150 $38K
Versant Capital Management, Inc 0.01% No change 147 $37K
Disciplina Capital Management LLC 0.01% No change 147 $37K
Ruedi Wealth Management, Inc. 0.02% No change 145 $36K
Security National Bank 0.01% No change 145 $36K
Valley Wealth Managers, Inc. 0.00% No change 143 $36K
Logan Capital Management Inc. 0.00% No change 140 $35K
State of Wyoming 0.01% New 134 $34K
Hollencrest Capital Management 0.00% No change 133 $33K
MV Capital Management, Inc. 0.00% Add +2.3% 131 $33K
Glen Eagle Advisors, LLC 0.01% No change 130 $33K
SJS Investment Consulting Inc. 0.01% Reduce -1.6% 127 $32K
JFS Wealth Advisors, LLC 0.00% Reduce -3.9% 124 $31K
Farmers & Merchants Investments Inc. 0.00% No change 122 $31K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +1.7% 119 $30K
Beaird Harris Wealth Management, LLC 0.00% Reduce -15.4% 115 $29K
Rise Advisors, LLC 0.01% New 112 $28K
CBIZ Investment Advisory Services, LLC 0.00% New 111 $28K
Ogorek Anthony Joseph /NY/ 0.01% No change 109 $27K
Creekmur Asset Management LLC 0.01% New 107 $27K
Colonial Trust Co / SC 0.00% Reduce -1.0% 100 $25K
Venturi Wealth Management, LLC 0.00% Add +58.1% 98 $25K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +71.7% 103 $24K
Evergreen Private Wealth LLC 0.01% No change 96 $24K
Tsfg, LLC 0.01% No change 96 $24K
FSA Wealth Management LLC 0.01% No change 94 $24K
FinTrust Capital Advisors, LLC 0.00% No change 93 $23K
Quent Capital, LLC 0.00% Add +56.6% 83 $21K
Jones Financial Companies LLLP 0.00% Add +59.6% 83 $21K
Crewe Advisors LLC 0.00% New 80 $20K
Headlands Technologies LLC 0.00% Reduce -94.2% 80 $20K
WR Wealth Planners, LLC 0.01% New 78 $20K
Bogart Wealth, LLC 0.00% Reduce -3.9% 75 $19K
CVA Family Office, LLC 0.00% Add +2.9% 72 $18K
Asset Dedication, LLC 0.00% No change 58 $15K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.7% 58 $15K
Meeder Asset Management Inc. 0.00% New 58 $15K
Arax Advisory Partners 0.00% Reduce -1.7% 57 $14K
CoreCap Advisors, LLC 0.00% New 57 $14K
Financial Management Professionals, Inc. 0.00% Add +1.9% 55 $14K
United Community Bank 0.01% No change 55 $14K
Keener Financial Planning LLC 0.01% No change 49 $13K
Capital Analysts, LLC 0.00% Add +6.4% 50 $13K
Hazlett, Burt & Watson, Inc. 0.01% New 46 $12K
Global Financial Private Client, LLC 0.00% No change 43 $11K
Caitlin John, LLC 0.01% Add +20.0% 42 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 42 $11K
Fortitude Family Office, LLC 0.01% Add +78.3% 41 $10K
Front Row Advisors LLC 0.00% New 41 $10K
Mascoma Wealth Management LLC 0.00% Reduce -38.8% 41 $10K
Westside Investment Management, Inc. 0.00% No change 39 $10K
Abound Wealth Management 0.00% No change 38 $10K
Bell Investment Advisors, Inc 0.00% No change 38 $10K
Leonteq Securities AG 0.00% Reduce -95.2% 37 $9K
Valley National Advisers Inc. 0.00% Reduce -4.9% 39 $9K
Cetera Trust Company, N.A 0.01% No change 34 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +83.3% 33 $8K
First Financial Corp. 0.00% New 31 $8K
Sandy Spring Bank 0.00% Reduce -14.7% 29 $7K
Rakuten Securities, Inc. 0.00% Reduce -6.9% 27 $7K
WASHINGTON TRUST Co 0.00% Reduce -13.3% 26 $7K
Raffa Wealth Management, LLC 0.00% No change 26 $7K
Northwest Investment Counselors, LLC 0.00% New 26 $7K
Wetzel Investment Advisors, Inc. 0.00% Reduce -27.0% 27 $6K
Aspect Partners, LLC 0.00% No change 24 $6K
SouthState Bank Corp 0.00% New 24 $6K
MCF Advisors LLC 0.00% Add +9.5% 23 $6K
Chilton Capital Management LLC 0.00% No change 23 $6K
HighMark Wealth Management LLC 0.00% No change 22 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 22 $6K
LGT Financial Advisors LLC 0.01% No change 21 $5K
Valued Wealth Advisors LLC 0.00% Add +31.3% 21 $5K
Castleview Partners, LLC 0.00% No change 21 $5K
Solstein Capital, LLC 0.00% No change 20 $5K
Harvest Fund Management Co., Ltd 0.00% No change 20 $5K
Eagle Bay Advisors LLC 0.00% Reduce -13.0% 20 $5K
American Capital Advisory, LLC 0.00% New 23 $4K
NFSG Corp 0.00% New 16 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $4K
Avion Wealth 0.00% Add +55.6% 14 $4K
Dunhill Financial, LLC 0.00% Add +15.4% 15 $4K
Redmont Wealth Advisors LLC 0.01% New 15 $4K
Criterion Capital Advisors, LLC 0.00% Add +15.4% 15 $4K
Private Wealth Management Group, LLC 0.00% No change 15 $4K
Core Alternative Capital 0.00% Reduce -80.3% 15 $4K
Salem Investment Counselors Inc. 0.00% New 15 $4K
Albion Financial Group 0.00% Add +30.0% 13 $3K
C M Bidwell & Associates Ltd. 0.00% No change 12 $3K
CoreFirst Bank & Trust 0.00% No change 12 $3K
Summit Securities Group LLC 0.00% New 10 $3K
Capital Advisors, Ltd. LLC 0.00% Add +37.5% 11 $3K
Impact Partnership Wealth, LLC 0.00% No change 9 $2K
First Pacific Financial 0.00% New 7 $2K
Orion Capital Management LLC 0.00% No change 7 $2K
Provenance Wealth Advisors, LLC 0.00% No change 7 $2K
Sachetta, LLC 0.00% No change 7 $2K
TFC Financial Management, Inc. 0.00% Add +20.0% 6 $2K
Longfellow Investment Management Co. LLC 0.00% No change 6 $2K
Horizon Financial Services, LLC 0.00% New 5 $1K
FPC Investment Advisory, Inc. 0.00% — 5 $1K
Carolinas Wealth Consulting LLC 0.00% Add +100.0% 4 $1K
TFO Wealth Partners, LLC 0.00% No change 3 $750
PEAK6 Investments LLC 0.00% New 2 $552
Riggs Asset Managment Co. Inc. 0.00% New 2 $501
Financial Gravity Asset Management, Inc. 0.00% Reduce -97.4% 2 $419
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $251
WestEnd Advisors, LLC 0.00% New 1 $250
First Command Advisory Services, Inc. 0.00% New 2 $0

"% of holder's portfolio" is AJG's weight in each manager's 13F, not the share of Arthur J Gallagher & Co. the manager owns.