Arthur J Gallagher &AJG

13F holders, Q2 2024 (June 30)
1,151holders +22
95new positions
77sold out
4famous investors
$259.32avg. 13F price*

At the end of Q2 2024, 1,151 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, up 22 from Q1 2024. 95 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($6.6B), BlackRock Inc. ($4.5B) and FMR LLC ($3.0B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions95$409.4M
Exits77$167.1M

All 13F filers, Q1 2024 → Q2 2024: 9,948,587 shares bought and 6,784,788 shares sold, net +3,163,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,151 holders

Vanguard Group Inc. 0.13% Add +0.8% 25,629,324 $6.6B
BlackRock Inc. 0.10% Reduce -0.3% 17,227,693 $4.5B
FMR LLC 0.20% Add +16.1% 11,725,344 $3.0B
Capital International Investors 0.54% Reduce -7.8% 10,192,975 $2.6B
State Street Corp. 0.10% Reduce -0.4% 8,884,351 $2.3B
Morgan Stanley 0.14% Add +12.3% 7,036,078 $1.8B
Capital World Investors 0.25% Add +20.1% 5,805,084 $1.5B
Norges Bank 0.22% Add +2.1% 5,801,745 $1.5B
Geode Capital Management, LLC 0.12% Add +3.2% 5,411,299 $1.4B
JPMorgan Chase & Co. 0.11% Add +3.7% 4,704,155 $1.2B
Massachusetts Financial Services Co. 0.22% Reduce -4.6% 2,813,862 $729.7M
Brown Advisory Inc. 0.93% Add +18.3% 2,748,252 $712.6M
WCM Investment Management, LLC 1.60% Reduce -0.8% 2,604,048 $677.4M
Baillie Gifford & Co. 0.50% Reduce -2.5% 2,489,266 $645.5M
Invesco Ltd. 0.12% Reduce -7.1% 2,118,552 $549.4M
Northern Trust Corp. 0.09% Add +2.0% 1,960,394 $508.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.61% Add +22.6% 1,921,635 $498.3M
Charles Schwab Investment Management Inc. 0.09% Add +0.5% 1,854,678 $480.9M
Brown Brothers Harriman & Co. 2.86% Reduce -1.9% 1,464,153 $379.7M
Bank of New York Mellon Corp 0.07% Reduce -3.9% 1,437,725 $372.8M
Envestnet Asset Management Inc. 0.13% Add +3.7% 1,410,349 $365.7M
Janus Henderson Group PLC 0.18% Add +5.8% 1,299,522 $336.9M
Findlay Park Partners LLP 3.13% Reduce -0.8% 1,280,101 $331.9M
Legal & General Group Plc 0.09% Reduce -3.2% 1,256,307 $325.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +15.7% 1,224,188 $317.4M
Goldman Sachs Group Inc. 0.06% Reduce -0.5% 1,183,984 $307.0M
Wellington Management Group LLP 0.05% Reduce -0.3% 1,180,011 $306.0M
FIL Ltd 0.28% Reduce -13.8% 1,078,935 $279.8M
California Public Employees Retirement System 0.20% Reduce -16.9% 1,048,816 $272.0M
Manufacturers Life Insurance Company, The 0.25% Add +219.6% 1,043,769 $270.7M
Bank of America Corp. 0.02% Add +8.6% 993,619 $257.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.28% Reduce -0.2% 964,532 $250.1M
T. Rowe Price Investment Management, Inc. 0.15% Reduce -4.7% 905,392 $234.8M
Boston Partners 0.29% Reduce -44.6% 893,375 $232.2M
Bessemer Group Inc. 0.39% Reduce -0.6% 849,815 $220.4M
Mawer Investment Management Ltd. 1.00% Reduce -4.3% 811,544 $210.4M
Guinness Asset Management LTD 4.09% Add +0.4% 764,259 $198.2M
Beck Mack & Oliver LLC 4.10% Add +0.1% 762,433 $197.7M
Voya Investment Management LLC 0.22% Add +6.6% 761,894 $197.3M
TD Asset Management Inc 0.18% Add +0.9% 743,669 $192.8M
Artisan Partners Limited Partnership 0.28% Reduce -7.5% 712,345 $184.7M
Royal Bank of Canada 0.04% Add +6.6% 681,085 $176.6M
Dimensional Fund Advisors LP 0.05% Add +10.7% 673,456 $174.6M
Nuveen Asset Management, LLC 0.05% Add +1.6% 671,657 $174.2M
Allianz Asset Management GmbH 0.27% Reduce -5.9% 654,058 $169.6M
Stonehage Fleming Financial Services Holdings Ltd 4.45% New 642,562 $166.6M
Swiss National Bank 0.11% Reduce -0.7% 641,800 $166.4M
Champlain Investment Partners, LLC 0.97% Reduce -1.8% 609,140 $158.0M
Barclays PLC 0.07% Reduce -28.2% 606,360 $157.2M
American Century Companies Inc. 0.10% Reduce -8.5% 599,949 $155.6M
Chilton Investment Co. Inc. 4.22% Add +4.5% 577,012 $149.6M
Burgundy Asset Management Ltd. 1.54% Add +1.5% 564,651 $146.4M
Bank Julius Baer & Co. Ltd, Zurich 0.55% Reduce -1.2% 510,746 $143.6M
Mercer Global Advisors Inc. 0.37% Add +0.0% 518,481 $134.4M
Franklin Resources Inc. 0.04% Add +0.4% 515,956 $133.8M
Global Retirement Partners, LLC 4.13% Add +0.6% 508,920 $132.0M
Deutsche Bank AG 0.06% Add +44.2% 502,366 $130.3M
UBS Group AG 0.04% Add +5.6% 496,541 $128.8M
Fort Pitt Capital Group, LLC 3.91% Add +0.8% 496,498 $128.7M
Zacks Investment Management 1.44% Add +2.7% 491,754 $127.5M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -7.5% 480,563 $124.6M
Congress Asset Management Co. 0.83% Add +38.8% 444,499 $115.3M
Lord, Abbett & Co. LLC 0.38% Add +9.6% 443,391 $115.0M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 440,737 $114.3M
HSBC Holdings PLC 0.07% Add +34.3% 437,442 $113.5M
Rhumbline Advisers 0.10% Reduce -0.6% 429,490 $111.4M
Amundi 0.04% Add +1.4% 421,647 $110.7M
Fenimore Asset Management Inc 2.34% Reduce -1.3% 411,808 $106.8M
Regions Financial Corp. 0.81% Reduce -1.3% 410,115 $106.3M
National Pension Service 0.12% Add +1.5% 408,459 $105.9M
Wells Fargo & Company 0.03% Add +31.1% 392,649 $101.8M
Woodline Partners LP 0.94% Add +20.0% 377,269 $97.8M
TrinityBridge Ltd 3.22% Add +2.5% 365,540 $94.7M
Raymond James & Associates 0.06% Add +1.1% 358,930 $93.1M
CI Investments Inc. 0.36% Add +13.4% 353,771 $91.7M
Natixis Advisors, LLC 0.20% Add +2.5% 346,662 $89.9M
Bank of Montreal 0.03% Add +30.6% 326,559 $86.4M
Aviva PLC 0.24% Reduce -1.1% 328,689 $85.2M
California State Teachers Retirement System 0.10% Reduce -5.2% 323,693 $83.9M
Mitsubishi UFJ Trust & Banking Corp 0.20% Reduce -16.6% 316,948 $82.2M
Westwood Holdings Group Inc. 0.67% Reduce -2.3% 312,806 $81.1M
Welch & Forbes LLC 1.07% Reduce -1.5% 305,752 $80.5M
Kornitzer Capital Management Inc. 1.49% Reduce -1.6% 302,226 $78.4M
Capital Research Global Investors 0.02% New 291,351 $75.6M
Nissay Asset Management Corp. /Japan 0.49% Reduce -22.2% 285,090 $73.9M
APG Asset Management N.V. 0.13% Add +7.0% 300,692 $72.8M
Woodley Farra Manion Portfolio Management Inc. 3.87% Add +1.0% 274,901 $71.3M
Principal Financial Group Inc. 0.04% Reduce -1.3% 267,434 $69.3M
Westfield Capital Management Co. LP 0.33% Reduce -12.1% 256,239 $66.4M
Alliancebernstein L.P. 0.02% Reduce -0.8% 247,882 $64.3M
Comerica Bank 0.27% Reduce -0.9% 246,485 $63.9M
King Luther Capital Management Corp. 0.29% Reduce -0.1% 245,978 $63.8M
Welch Group, LLC 2.97% Reduce -1.3% 238,639 $61.9M
Adage Capital Partners Gp, L.L.C. 0.11% Add +113.4% 229,603 $59.5M
Axiom Investors LLC 0.51% Reduce -48.7% 225,352 $58.4M
New York State Common Retirement Fund 0.08% Add +1.6% 225,255 $58.4M
BNP Paribas Financial Markets 0.06% Reduce -31.3% 224,938 $58.3M
Employees Retirement System of Texas 0.64% No change 223,000 $57.8M
CANADA LIFE ASSURANCE Co 0.11% Add +4.1% 221,560 $57.4M
Capital Group Private Client Services, Inc. 0.57% Reduce -4.5% 220,982 $57.3M
Retirement Systems of Alabama 0.21% Reduce -4.2% 205,871 $53.4M
Sei Investments Co. 0.07% Add +3.1% 200,571 $52.0M
Premier Fund Managers Ltd 2.09% No change 200,000 $52.0M
Eventide Asset Management, LLC 0.88% Add +27.2% 198,695 $51.5M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.4% 196,821 $51.0M
Mountain Pacific Investment Advisers LLC 3.74% Reduce -26.5% 193,767 $50.2M
Old Republic International Corp. 2.01% No change 190,800 $49.5M
NewEdge Advisors, LLC 0.35% Add +1.8% 187,296 $48.6M
Gateway Investment Advisers LLC 0.55% Reduce -0.1% 187,068 $48.5M
Korea Investment CORP 0.12% Reduce -7.7% 185,173 $48.0M
MML Investors Services, LLC 0.19% Reduce -6.4% 181,765 $47.1M
New York State Teachers Retirement System 0.10% Reduce -0.4% 175,942 $45.6M
Stifel Financial Corp. 0.05% Add +6.9% 170,302 $44.2M
Fort Washington Investment Advisors Inc. 0.28% Add +1.0% 165,173 $42.8M
Storebrand Asset Management As 0.14% Reduce -6.2% 163,661 $42.4M
Cooper Investors PTY Ltd. 6.35% Reduce -59.3% 161,183 $41.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.25% Add +29.9% 161,028 $41.8M
Jia Investment Alliance Pte. LTD. 4.42% No change 159,600 $41.4M
Prudential Financial Inc. 0.06% Reduce -8.0% 158,530 $41.1M
Clark Capital Management Group, Inc. 0.29% Add +1.1% 153,528 $39.8M
Dearborn Partners LLC 1.70% Reduce -12.9% 151,882 $39.4M
Citigroup Inc. 0.04% Reduce -11.7% 151,118 $39.2M
Truist Financial Corp. 0.06% Add +0.2% 150,941 $39.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.59% Add +26.3% 145,758 $37.8M
Federation des caisses Desjardins du Quebec 0.20% Add +14.9% 145,535 $37.7M
KBC Group NV 0.11% Add +132.0% 145,262 $37.7M
Payden & Rygel Investment Group 3.04% Add +8.4% 145,000 $37.6M
Payden & Rygel 3.04% Add +8.4% 145,000 $37.6M
Anchor Capital Advisors LLC 1.05% New 144,426 $37.5M
Bank of Nova Scotia 0.07% Add +428.6% 142,167 $36.9M
RDST Capital LLC 9.52% Add +2.9% 139,485 $36.2M
Macquarie Group Ltd. 0.04% Reduce -7.7% 135,115 $35.0M
Millennium Management 0.03% Add +328.4% 128,536 $33.3M
Cornerstone Capital, Inc. 3.32% Reduce -0.3% 127,035 $32.9M
Campbell Newman Asset Management Inc. 2.57% Reduce -1.4% 124,167 $32.2M
Thomasville National Bank 2.53% Reduce -0.0% 121,822 $31.6M
STRS Ohio 0.12% Reduce -30.2% 120,000 $31.1M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -0.7% 119,350 $30.9M
Van Hulzen Asset Management, LLC 2.05% Add +13.7% 117,589 $30.5M
State of Wisconsin Investment Board 0.08% Add +0.7% 116,599 $30.2M
Ferguson Wellman Capital Management, Inc. 0.61% Add +0.7% 115,369 $29.9M
M&G PLC 0.20% Reduce -5.8% 115,282 $29.9M
Raymond James Financial Services Advisors, Inc. 0.04% Add +3.0% 114,955 $29.8M
AQR Capital Management 0.04% Reduce -7.2% 113,139 $29.3M
Toronto Dominion Bank 0.05% Reduce -16.3% 112,362 $29.1M
LPL Financial LLC 0.01% Add +3.0% 110,833 $28.7M
PhiloSmith Capital Corp 7.79% No change 106,725 $27.7M
Central Securities Corp 2.68% New 105,000 $27.2M
Investment Management Corp of Ontario 0.74% Add +1.4% 104,936 $27.2M
Corient Private Wealth LP 0.05% Add +41.8% 103,005 $26.7M
Victory Capital Management Inc. 0.03% Reduce -3.5% 102,521 $26.6M
US Bancorp \de 0.04% Reduce -0.1% 99,754 $25.9M
Pictet Asset Management Holding SA 0.03% Reduce -2.2% 97,812 $25.4M
Boston Financial Mangement LLC 0.80% Reduce -0.1% 96,999 $25.2M
Ameriprise Financial Inc. 0.01% Reduce -10.7% 96,457 $25.0M
DekaBank Deutsche Girozentrale 0.04% Reduce -8.2% 94,779 $24.6M
Benjamin F. Edwards & Company, Inc. 0.43% Reduce -0.2% 94,042 $24.4M
Treasurer of the State of North Carolina 0.10% Reduce -4.6% 93,950 $24.4M
Cumberland Partners Ltd 1.77% Reduce -2.2% 93,693 $24.3M
Resona Asset Management Co.,Ltd. 0.15% Reduce -10.9% 93,475 $24.2M
Cullen/Frost Bankers, Inc. 0.35% Add +2.1% 92,214 $23.9M
Danske Bank A/S 0.09% Reduce -9.3% 90,341 $23.4M
Calamos Advisors LLC 0.16% Reduce -3.5% 89,799 $23.3M
Sonora Investment Management Group, LLC 1.80% No change 91,439 $22.9M
Blair William & Co. 0.07% Add +1.0% 87,560 $22.7M
Royal London Asset Management Ltd. 0.06% Reduce -4.5% 86,401 $22.4M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -1.3% 86,210 $22.4M
Envestnet Portfolio Solutions, Inc. 0.08% Add +1.2% 85,958 $22.3M
Mackenzie Financial Corp. 0.03% Reduce -1.3% 85,765 $22.2M
Capital International, Inc. 0.29% Add +35.1% 84,647 $21.9M
United Capital Financial Advisors, LLC 0.19% Reduce -4.8% 84,237 $21.8M
Russell Investments Group, Ltd. 0.04% Reduce -5.6% 83,805 $21.7M
Asset Management One Co., Ltd. 0.08% Reduce -2.8% 83,678 $21.7M
ARS Investment Partners, LLC 2.07% Reduce -0.2% 83,411 $21.6M
Public Employees Retirement System of Ohio 0.08% Reduce -0.6% 83,047 $21.5M
Professional Advisory Services Inc. 2.71% Reduce -3.8% 82,949 $21.5M
State of Tennessee, Department of Treasury 0.08% Add +28.3% 82,472 $21.4M
Capital International Sarl 0.65% Add +7.3% 81,903 $21.2M
State of New Jersey Common Pension Fund D 0.09% Reduce -32.7% 81,027 $21.0M
Prospector Partners LLC 2.48% Add +0.6% 80,707 $20.9M
GW&K Investment Management, LLC 0.18% Reduce -1.2% 77,122 $20.0M
Rafferty Asset Management, LLC 0.07% Add +0.8% 76,851 $19.9M
Exencial Wealth Advisors, LLC 0.75% Add +31.8% 76,608 $19.9M
Polar Asset Management Partners Inc. 0.76% New 75,300 $19.5M
BNP Paribas 0.98% Add +3.0% 75,324 $19.5M
Schroder Investment Management Group 0.02% Add +0.8% 74,900 $19.4M
Lawson Kroeker Investment Management Inc. 3.72% Reduce -2.6% 74,276 $19.3M
Baldwin Wealth Partners LLC 1.50% Reduce -5.5% 74,013 $19.2M
Dakota Wealth Management 0.45% Add +40.7% 73,901 $19.2M
Tredje AP-fonden 0.18% Reduce -39.8% 72,249 $18.7M
Alyeska Investment Group, L.P. 0.11% New 71,788 $18.6M
Picton Mahoney Asset Management 0.79% Reduce -2.9% 71,530 $18.6M
North Point Portfolio Managers Corp. 3.22% Reduce -0.6% 70,562 $18.3M
11 Capital Partners LP 7.52% Reduce -6.6% 70,441 $18.3M
D. Scott Neal, Inc. 10.16% Add +78.9% 70,417 $18.3M
Thrivent Financial for Lutherans 0.04% Reduce -4.5% 69,370 $18.0M
National Bank of Canada 0.03% Reduce -14.6% 68,510 $17.8M
Balyasny Asset Management L.P. 0.05% Reduce -76.6% 67,632 $17.5M
Distillate Capital Partners LLC 0.92% — 67,147 $17.4M
Robeco Institutional Asset Management B.V. 0.04% Reduce -15.6% 66,593 $17.3M
CW Advisors, LLC 0.27% Add +39.4% 66,067 $17.1M
Chartwell Investment Partners, LLC 0.60% Reduce -41.1% 65,772 $17.1M
Corebridge Financial, Inc. 0.09% — 65,300 $16.9M
Bristlecone Advisors, LLC 1.43% Reduce -0.6% 64,533 $16.7M
Nisa Investment Advisors, LLC 0.10% Add +0.1% 63,790 $16.5M
Canada Pension Plan Investment Board 0.02% Add +3.2% 63,539 $16.5M
Intech Investment Management LLC 0.20% Reduce -18.8% 63,271 $16.4M
Arizona State Retirement System 0.11% Add +1.4% 62,851 $16.3M
D. E. Shaw & Co. 0.02% Add +433.6% 62,358 $16.2M
Gradient Investments LLC 0.36% Reduce -2.8% 62,271 $16.1M
Handelsbanken Fonder AB 0.07% Add +3.0% 61,633 $16.0M
Cetera Investment Advisers 0.04% Add +12.9% 61,484 $15.9M
Mediolanum International Funds Ltd 0.26% Add +22.5% 65,383 $15.9M
Nomura Asset Management Co. Ltd. 0.05% Add +2.8% 60,893 $15.8M
State of Michigan Retirement System 0.08% Add +0.8% 59,887 $15.5M
Capital International Ltd. 0.71% Add +8.4% 59,427 $15.4M
Aberdeen Group plc 0.03% Reduce -34.2% 59,348 $15.4M
Newport Capital Group, LLC 12.17% — 59,296 $15.4M
MetLife Investment Management, LLC 0.09% Add +15.1% 58,922 $15.3M
PNC Financial Services Group, Inc. 0.01% Add +4.5% 57,552 $14.9M
Varma Mutual Pension Insurance Co 0.12% Reduce -8.9% 57,550 $14.9M
Creative Planning 0.02% Add +5.1% 57,116 $14.8M
Susquehanna International Group, LLP 0.03% Reduce -0.7% 56,209 $14.6M
HighTower Advisors, LLC 0.02% Add +2.8% 55,883 $14.5M
Man Group plc 0.04% Reduce -57.3% 55,235 $14.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.8% 54,858 $14.2M
Mariner, LLC 0.03% Add +9.4% 54,094 $14.0M
Hantz Financial Services, Inc. 0.27% Add +1.8% 53,166 $13.8M
Qube Research & Technologies Ltd 0.03% Reduce -78.4% 52,898 $13.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.15% — 52,394 $13.6M
Tompkins Financial Corp. 1.40% Reduce -0.4% 51,459 $13.3M
Brant Point Investment Management LLC 3.08% Reduce -2.1% 50,626 $13.1M
Appleton Partners Inc. 1.00% Add +1.6% 50,072 $13.0M
Alaska Permanent Fund Corp 0.19% Reduce -0.2% 45,026 $12.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +0.8% 47,994 $12.4M
Sequoia Financial Advisors, LLC 0.15% Add +9.9% 47,444 $12.3M
Running Oak Capital LLC 1.88% Add +5.2% 46,822 $12.1M
FineMark National Bank & Trust 0.44% Add +1.5% 46,484 $12.1M
South Street Advisors LLC 1.83% Add +0.8% 46,443 $12.0M
Ilmarinen Mutual Pension Insurance Co 0.14% No change 46,200 $12.0M
Rench Wealth Management, Inc. 4.30% Add +1.4% 46,175 $12.0M
Oppenheimer Asset Management Inc. 0.15% Add +34.0% 46,006 $11.9M
Epoch Investment Partners, Inc. 0.05% Reduce -5.9% 45,841 $11.9M
State of Alaska, Department of Revenue 0.13% Add +0.5% 45,632 $11.8M
Daiwa Securities Group Inc. 0.06% Add +7.1% 45,371 $11.8M
Busey Bank 0.40% Add +1.8% 44,556 $11.6M
ProShare Advisors LLC 0.03% Add +5.7% 44,381 $11.5M
Amalgamated Bank 0.10% Reduce -1.1% 44,113 $11.4M
Smithbridge Asset Management Inc. 2.37% Add +1.4% 43,987 $11.4M
Baltimore-Washington Financial Advisors, Inc. 0.66% Add +9.5% 43,513 $11.3M
First Trust Advisors LP 0.01% Add +194.8% 43,132 $11.2M
Segment Wealth Management, LLC 0.82% Add +3.3% 42,889 $11.1M
Caisse de depot et placement du Quebec 0.03% Reduce -36.2% 42,191 $10.9M
Jane Street Group, LLC 0.01% Reduce -46.5% 42,077 $10.9M
Cibc World Markets Corp. 0.07% Reduce -24.0% 41,835 $10.8M
IFM Investors Pty Ltd 0.11% Add +3.4% 41,813 $10.8M
Czech National Bank 0.12% Add +9.2% 41,637 $10.8M
Nicola Wealth Management LTD. 0.95% No change 41,100 $10.7M
CIBC Asset Management Inc 0.04% Reduce -3.3% 40,926 $10.6M
Verity & Verity, LLC 1.14% Reduce -0.3% 40,175 $10.4M
Marshall Wace, LLP 0.01% Reduce -14.0% 39,350 $10.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -0.2% 39,012 $10.1M
Forsta Ap-Fonden 0.09% Reduce -9.0% 38,400 $10.0M
Alley Investment Management Company, LLC 1.36% Add +0.3% 38,396 $10.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 37,531 $9.7M
Annex Advisory Services, LLC 0.34% Add +18.1% 37,175 $9.6M
Public Sector Pension Investment Board 0.06% Add +9.1% 37,007 $9.6M
USS Investment Management Ltd 0.08% Add +2.2% 36,899 $9.6M
Utah Retirement Systems 0.11% Reduce -4.3% 35,530 $9.2M
DNB Asset Management AS 0.04% Add +6.8% 35,473 $9.2M
Unisphere Establishment 0.09% Add +0.9% 35,000 $9.1M
Osaic Holdings, Inc. 0.02% Add +11.7% 34,823 $9.0M
Talbot Financial, LLC 1.13% Reduce -2.0% 33,639 $8.7M
Gunderson Capital Management LLC 3.70% Add +135.9% 33,269 $8.6M
Bahl & Gaynor LLC 0.05% Reduce -3.6% 33,231 $8.6M
New York Life Investment Management LLC 0.09% Add +1.7% 33,188 $8.6M
North Star Investment Management Corp. 0.63% Reduce -1.2% 33,179 $8.6M
Pathstone Holdings, LLC 0.04% Add +8.5% 33,125 $8.6M
iA Global Asset Management Inc. 0.16% Reduce -2.0% 32,970 $8.5M
First Manhattan Co. Llc. 0.03% Reduce -4.2% 32,849 $8.5M
Baird Financial Group, Inc. 0.02% Add +0.1% 32,833 $8.5M
Sigma Investment Counselors Inc. 0.53% Add +1.3% 32,539 $8.4M
Caprock Group, LLC 0.34% Add +11.0% 32,343 $8.4M
Renaissance Investment Group LLC 1.82% Add +6.1% 31,741 $8.4M
O'shaughnessy Asset Management, LLC 0.09% Add +10.5% 32,200 $8.3M
Marks Group Wealth Management, Inc 0.88% Reduce -2.6% 32,062 $8.3M
Erste Asset Management GmbH 0.11% No change 31,700 $8.2M
Park Avenue Securities LLC 0.10% Add +4.2% 31,799 $8.2M
Yousif Capital Management, LLC 0.09% Add +0.1% 31,557 $8.2M
Ensign Peak Advisors, Inc 0.01% Reduce -14.2% 31,554 $8.2M
Atria Investments, Inc 0.11% Add +24.9% 31,429 $8.2M
Ieq Capital, LLC 0.11% Add +6.3% 31,192 $8.1M
Xponance LLC 0.08% Reduce -1.7% 30,836 $8.0M
Rathbones Group PLC 0.04% Reduce -73.6% 30,815 $8.0M
McKinley Carter Wealth Services, Inc. 0.51% Add +1.5% 30,797 $8.0M
Douglass Winthrop Advisors, LLC 0.16% Reduce -0.5% 30,735 $8.0M
Janney Montgomery Scott LLC 0.02% Add +24.0% 30,317 $7.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.2% 30,269 $7.8M
Strategy Asset Managers LLC 1.74% Add +12.9% 35,737 $7.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -84.0% 30,243 $7.8M
Wealthfront Advisers LLC 0.03% Reduce -2.4% 29,844 $7.7M
Commonwealth Equity Services, LLC 0.01% Add +4.4% 29,521 $7.7M
M&T Bank Corp 0.03% Reduce -12.7% 29,322 $7.6M
Private Advisor Group, LLC 0.05% Reduce -0.7% 29,299 $7.6M
Trexquant Investment LP 0.12% New 29,269 $7.6M
First Citizens Bank & Trust Co. 0.14% Add +2.1% 29,077 $7.5M
Ayrshire Capital Management LLC 3.83% Reduce -0.2% 28,976 $7.5M
Synovus Financial Corp. 0.10% Add +100.7% 28,173 $7.3M
James Investment Research, Inc. 0.85% Reduce -5.0% 27,685 $7.2M
Mutual of America Capital Management LLC 0.08% Reduce -3.1% 27,553 $7.1M
Sit Investment Associates Inc. 0.16% Reduce -7.6% 27,394 $7.1M
ING Groep NV 0.04% Reduce -1.1% 27,026 $7.0M
Fifth Third Bancorp 0.03% Reduce -1.6% 26,952 $7.0M
Zimmer Partners, LP 0.13% New 26,700 $6.9M
Donor Advised Charitable Giving, Inc. 0.16% Add +41.5% 26,520 $6.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -51.7% 26,256 $6.8M
Pacer Advisors, Inc. 0.02% Reduce -2.9% 26,182 $6.8M
Gotham Asset Management 0.09% Add +36.5% 25,993 $6.7M
Snowden Capital Advisors LLC 0.20% Add +0.9% 25,938 $6.7M
Ethic Inc. 0.16% Reduce -7.4% 25,738 $6.7M
Bollard Group LLC 0.19% Add +0.2% 25,658 $6.7M
Bradley Foster & Sargent Inc. 0.12% Add +2.0% 24,778 $6.4M
Silvant Capital Management LLC 0.28% No change 24,752 $6.4M
KG Capital Management 2.21% Reduce -0.2% 24,669 $6.4M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -25.0% 24,000 $6.2M
Vontobel Holding Ltd. 0.02% Reduce -6.0% 23,412 $6.1M
Commerce Bank 0.04% Reduce -0.4% 23,183 $6.0M
Flputnam Investment Management Co. 0.11% Add +5.5% 23,138 $6.0M
SG Americas Securities, LLC 0.04% Reduce -71.8% 22,734 $5.9M
Family Legacy, Inc. 2.11% Reduce -1.5% 22,674 $5.9M
Ballew Advisors, Inc 3.89% Add +4.8% 21,738 $5.9M
Brookmont Capital Management 3.17% Add +2.4% 22,323 $5.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +10.3% 22,200 $5.8M
Colonial Trust Co / SC 1.01% Add +21985.0% 22,085 $5.7M
Avantax Advisory Services, Inc. 0.04% Add +48.5% 21,831 $5.7M
Cwm, LLC 0.03% Reduce -0.9% 21,824 $5.7M
Atlantic Union Bankshares Corp 0.35% Reduce -4.5% 21,602 $5.6M
CENTRAL TRUST Co 0.13% Add +7.2% 21,142 $5.5M
1832 Asset Management L.P. 0.01% Reduce -64.8% 21,098 $5.5M
Torray Investment Partners LLC 0.81% Add +0.4% 21,013 $5.4M
First American Bank 0.41% Add +0.9% 20,922 $5.4M
First Hawaiian Bank 0.18% Add +10.3% 20,481 $5.3M
PFG Advisors 0.35% Add +10.4% 20,214 $5.2M
Duncker Streett & Co. Inc. 1.00% Add +2.8% 19,988 $5.2M
Stratos Wealth Partners, LTD. 0.08% Add +1.0% 19,917 $5.2M
TD Private Client Wealth LLC 0.16% Add +2.9% 19,725 $5.1M
AIA Group Ltd 0.15% Add +187.1% 19,719 $5.1M
Nordea Investment Management AB 0.01% Add +7.5% 19,398 $5.1M
Ascent Wealth Partners, LLC 0.72% Add +490.6% 18,998 $4.9M
B. Metzler seel. Sohn & Co. AG 0.05% Add +60.8% 18,954 $4.9M
Oregon Public Employees Retirement Fund 0.10% Add +1.1% 18,747 $4.9M
Journey Advisory Group, LLC 0.58% Add +5.7% 18,660 $4.8M
Sheaff Brock Investment Advisors, LLC 0.45% Reduce -2.8% 18,639 $4.8M
Otter Creek Advisors, LLC 3.11% No change 18,500 $4.8M
Vanguard Personalized Indexing Management, LLC 0.09% Add +8.5% 18,467 $4.8M
Elo Mutual Pension Insurance Co 0.11% Reduce -7.3% 18,294 $4.7M
Prime Capital Investment Advisors, LLC 0.07% Reduce -7.5% 18,276 $4.7M
Crossmark Global Holdings, Inc. 0.09% Reduce -1.1% 18,241 $4.7M
Swiss Life Asset Management Ltd 0.05% Add +18.8% 17,942 $4.7M
Bokf, NA 0.08% Add +547.1% 17,919 $4.6M
Brookstone Capital Management 0.08% Add +32.6% 17,043 $4.6M
Gulf International Bank (UK) Ltd 0.12% No change 17,711 $4.6M
Geneos Wealth Management Inc. 0.20% Add +1.2% 17,567 $4.6M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -3.0% 17,082 $4.4M
Cibc World Market Inc. 0.01% Reduce -0.3% 16,956 $4.4M
Triasima Portfolio Management inc. 0.40% No change 16,942 $4.4M
Mizuho Securities USA LLC 0.10% New 16,851 $4.4M
Maryland State Retirement & Pension System 0.08% No change 16,821 $4.4M
Entropy Technologies, LP 0.47% New 16,818 $4.4M
Dorsey Wright & Associates 1.12% Reduce -0.2% 16,674 $4.3M
Barbara Oil Co. 1.87% No change 16,500 $4.3M
Kentucky Retirement Systems 0.12% Add +0.0% 16,465 $4.3M
Sanctuary Advisors, LLC 0.03% — 17,976 $4.2M
Keebeck Wealth Management 0.62% Reduce -2.7% 16,220 $4.2M
Kestra Advisory Services, LLC 0.02% Add +5.5% 49,693 $4.2M
Bfsg, LLC 0.53% Reduce -2.4% 16,187 $4.2M
Romano Brothers and Company 0.58% Reduce -0.6% 16,159 $4.2M
Jackson Wealth Management, LLC 0.87% Reduce -42.3% 15,647 $4.1M
Legacy Wealth Management, LLC / MS 1.69% Reduce -2.2% 15,461 $4.0M
Pittenger & Anderson Inc. 0.16% Add +11.7% 15,431 $4.0M
MBB Public Markets I LLC 0.08% Add +1100.6% 15,212 $3.9M
Freedom Day Solutions, LLC 1.33% No change 15,156 $3.9M
Walleye Capital LLC 0.05% Reduce -3.2% 15,108 $3.9M
Candriam S.C.A. 0.02% Add +4.5% 14,999 $3.9M
Rockefeller Capital Management L.P. 0.01% Add +41.5% 14,931 $3.9M
Transamerica Financial Advisors, LLC 0.40% No change 14,611 $3.8M
Oxbow Advisors, LLC 0.45% Reduce -0.5% 14,424 $3.7M
Hartford Investment Management Co. 0.13% Reduce -0.0% 14,059 $3.6M
Trust Co. of Toledo NA 0.51% Reduce -0.8% 13,689 $3.5M
Nelson Capital Management, LLC 0.62% Add +2.0% 13,543 $3.5M
Cerity Partners LLC 0.01% Add +5.3% 13,521 $3.5M
Portfolio Design Labs, LLC 1.07% Add +7.8% 13,385 $3.5M
Spirepoint Private Client, LLC 0.49% Add +27.6% 13,365 $3.5M
Levy Wealth Management Group, LLC 0.89% Reduce -5.9% 13,342 $3.5M
Sigma Planning Corp 0.11% Add +16.4% 13,210 $3.4M
Swedbank AB 0.00% No change 13,187 $3.4M
Prospera Financial Services Inc 0.09% Add +9.7% 13,079 $3.4M
Robbins Farley 1.79% Add +9.0% 13,012 $3.4M
Cox Capital Mgt LLC 2.04% Reduce -4.6% 12,997 $3.4M
Illinois Municipal Retirement Fund 0.05% No change 12,907 $3.3M
Silvercrest Asset Management Group LLC 0.02% New 12,885 $3.3M
Prescott Group Capital Management, L.L.C. 0.52% No change 12,847 $3.3M
Captrust Financial Advisors 0.01% Add +1.1% 12,831 $3.3M
Atria Wealth Solutions, Inc. 0.04% Add +1.6% 12,779 $3.3M
GAM Holding AG 0.25% Reduce -15.9% 12,720 $3.3M
Coldstream Capital Management Inc. 0.08% Add +1.6% 12,675 $3.3M
Securian Asset Management, Inc. 0.10% Reduce -1.2% 12,605 $3.3M
PDT Partners, LLC 0.31% Add +0.1% 12,565 $3.3M
UniSuper Management Pty Ltd 0.03% Add +89.8% 12,537 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.2% 12,475 $3.2M
CIBC Private Wealth Group LLC 0.01% Add +1.5% 12,172 $3.2M
EULAV Asset Management 0.09% No change 12,400 $3.2M
Louisiana State Employees Retirement System 0.06% Reduce -1.6% 12,400 $3.2M
Cresset Asset Management, LLC 0.01% Add +20.4% 12,398 $3.2M
Vaughan Nelson Investment Management, L.P. 0.03% Reduce -74.5% 12,395 $3.2M
Choreo, LLC 0.05% Add +128.5% 12,351 $3.2M
NewEdge Wealth, LLC 0.07% Add +29.4% 12,237 $3.2M
Assetmark, Inc. 0.01% Add +19.0% 12,235 $3.2M
Vestmark Advisory Solutions, Inc. 0.13% Add +32.3% 12,144 $3.1M
New Vernon Investment Management LLC 4.09% Reduce -50.0% 12,141 $3.1M
Capital Group Investment Management Pte. LTD. 0.68% Add +6.7% 12,126 $3.1M
Andra AP-fonden 0.05% Add +14.2% 12,100 $3.1M
Stonebridge Capital Management Inc. 1.31% No change 11,812 $3.1M
Brasada Capital Management, LP 0.54% Add +3.5% 11,270 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +3.5% 11,707 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +3.5% 11,707 $3.0M
Clearstead Advisors, LLC 0.05% Add +340.1% 11,659 $3.0M
Chicago Partners Investment Group LLC 0.12% Add +0.2% 10,522 $3.0M
Whittier Trust Co. 0.04% Reduce -4.2% 11,520 $3.0M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -7.9% 11,460 $3.0M
Marsico Capital Management LLC 0.09% Add +316.9% 11,447 $3.0M
Alerus Financial NA 0.22% Reduce -2.1% 11,192 $2.9M
Ascent Group, LLC 0.24% Add +6.7% 11,175 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -70.8% 11,032 $2.9M
Cornerstone Advisors, LLC 0.12% Reduce -26.7% 11,000 $2.9M
New Mexico Educational Retirement Board 0.10% No change 10,850 $2.8M
Whitford Management LLC 1.63% Add +1.4% 10,797 $2.8M
Sitrin Capital Management LLC 1.48% Reduce -0.7% 10,763 $2.8M
TD Waterhouse Canada Inc. 0.03% Add +127.0% 10,731 $2.8M
Focus Partners Wealth 0.01% Add +183.0% 10,388 $2.8M
Hennion & Walsh Asset Management, Inc. 0.14% Add +10.7% 10,551 $2.7M
Neuberger Berman Group LLC 0.00% Reduce -86.6% 10,515 $2.7M
Janiczek Wealth Management, LLC 0.56% Add +4.7% 10,393 $2.7M
Great Valley Advisor Group, Inc. 0.08% Add +26.4% 10,371 $2.7M
Ancora Advisors LLC 0.07% Reduce -1.6% 10,365 $2.7M
Mount Lucas Management LP 0.95% Reduce -0.9% 10,293 $2.7M
OneDigital Investment Advisors LLC 0.03% Add +1.5% 10,279 $2.7M
Old North State Trust, LLC 2.29% No change 10,239 $2.7M
Legato Capital Management LLC 0.36% Reduce -24.4% 10,209 $2.6M
Guggenheim Capital LLC 0.02% Reduce -16.4% 10,195 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.1% 10,168 $2.6M
Terra Nova Asset Management LLC 2.06% Add +13.7% 10,061 $2.6M
AlphaStar Capital Management, LLC 0.24% Add +11.3% 10,016 $2.6M
Game Creek Capital, LP 1.44% Add +21.2% 10,000 $2.6M
Anthracite Investment Company, Inc. 1.38% Reduce -16.7% 10,000 $2.6M
Raymond James Trust N.A. 0.06% Add +0.3% 9,718 $2.5M
CenterBook Partners LP 0.16% Reduce -34.9% 9,664 $2.5M
Chicago Capital, LLC 0.07% Reduce -1.4% 9,657 $2.5M
Tilia Fiduciary Partners, Inc. 1.95% Add +5.7% 9,599 $2.5M
Pine Valley Investments Ltd Liability Co 0.18% Add +13.5% 9,517 $2.5M
Arthur M. Cohen & Associates, LLC 0.45% Add +21.1% 9,467 $2.5M
Rakuten Investment Management, Inc. 0.02% Add +59.4% 9,280 $2.4M
Trueblood Wealth Management, LLC 1.36% Add +0.4% 9,290 $2.4M
Knollwood Investment Advisory, LLC 0.27% New 9,200 $2.4M
E. Ohman J:or Asset Management AB 0.06% Add +148.7% 9,200 $2.4M
Insight Wealth Strategies, LLC 0.34% Add +3.7% 9,111 $2.4M
AE Wealth Management LLC 0.02% Add +439.7% 9,100 $2.4M
UMB Bank, n.a. 0.04% Reduce -0.3% 9,060 $2.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.36% Add +209.3% 8,925 $2.3M
QRG Capital Management, Inc. 0.03% Add +0.1% 8,800 $2.3M
Farther Finance Advisors, LLC 0.11% Add +0.6% 8,774 $2.3M
Ritholtz Wealth Management 0.07% Reduce -0.1% 8,747 $2.3M
Leavell Investment Management, Inc. 0.12% No change 8,724 $2.3M
Northwest & Ethical Investments L.P. 0.06% No change 8,658 $2.2M
Meiji Yasuda Life Insurance Co 0.04% Add +24.6% 8,645 $2.2M
Vinva Investment Management Ltd 0.11% Add +12.6% 8,582 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.32% Add +1.6% 8,586 $2.2M
Fosun International Ltd 0.74% Reduce -5.8% 8,436 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 8,421 $2.2M
FORA Capital, LLC 0.26% Add +126.8% 8,252 $2.1M
Advisory Services Network, LLC 0.04% Add +3.4% 8,204 $2.1M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -31.9% 8,099 $2.1M
Principal Securities, Inc. 0.06% Add +11.7% 8,025 $2.1M
Eagle Wealth Strategies LLC 1.68% Reduce -0.2% 8,020 $2.1M
First Nebraska Trust Co 0.21% No change 7,999 $2.1M
Glenmede Trust Co. NA 0.01% Add +5.2% 7,970 $2.1M
Metis Global Partners, LLC 0.07% Add +7.9% 7,963 $2.1M
Quantinno Capital Management LP 0.04% Add +143.7% 7,942 $2.1M
Leeward Financial Partners, LLC 0.83% Add +4.9% 7,918 $2.1M
Brendel Financial Advisors LLC 1.28% New 7,777 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -26.6% 7,768 $2.0M
Concurrent Investment Advisors, LLC 0.07% Add +14.2% 7,746 $2.0M
Empowered Funds, LLC 0.03% Add +139.7% 7,723 $2.0M
SVB Wealth LLC 0.05% Add +12.0% 7,706 $2.0M
Tower Research Capital LLC (TRC) 0.03% Reduce -19.4% 7,652 $2.0M
Moody National Bank Trust Division 0.15% Add +1.8% 7,644 $2.0M
K.J. Harrison & Partners Inc 0.32% No change 7,600 $2.0M
Norinchukin Bank, The 0.06% Add +1.5% 7,547 $2.0M
Bright Rock Capital Management, LLC 0.41% No change 7,500 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% Add +0.5% 7,481 $1.9M
OMERS ADMINISTRATION Corp 0.02% New 7,478 $1.9M
Prosperity Consulting Group, LLC 0.26% Add +6.3% 7,393 $1.9M
Concourse Financial Group Securities, Inc. 0.12% Add +4.5% 7,320 $1.9M
Nations Financial Group Inc, /Ia/ 0.15% Reduce -1.0% 7,316 $1.9M
Callan Family Office, LLC 0.36% Reduce -0.4% 7,271 $1.9M
HighPoint Advisor Group LLC 0.11% Add +1.2% 6,563 $1.9M
Credit Agricole S A 0.01% Reduce -45.3% 7,207 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -0.5% 7,205 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.3% 7,193 $1.9M
Tidal Investments LLC 0.03% Reduce -0.4% 7,158 $1.9M
Geller Advisors LLC 0.14% Reduce -0.4% 7,143 $1.9M
Oppenheimer & Co. Inc. 0.03% Add +5.5% 7,132 $1.8M
Siemens Fonds Invest GmbH 0.14% No change 7,120 $1.8M
Provident Wealth Management, LLC 0.67% Reduce -2.7% 7,088 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -1.5% 7,048 $1.8M
RFG Advisory, LLC 0.06% Add +8.0% 7,036 $1.8M
Financial Management Network Inc. 0.44% New 6,849 $1.8M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -13.4% 6,971 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +1.1% 6,953 $1.8M
NEOS Investment Management LLC 0.07% Add +40.8% 6,879 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +4.2% 6,792 $1.8M
Acadian Asset Management LLC 0.01% Add +948.0% 6,676 $1.7M
Cabot Wealth Management Inc. 0.22% Reduce -3.0% 6,508 $1.7M
Harbor Advisors LLC 0.31% No change 6,500 $1.7M
Bleakley Financial Group, LLC 0.05% Add +0.8% 6,489 $1.7M
Simplicity Wealth,LLC 0.04% Add +0.8% 6,469 $1.7M
Ossiam 0.03% Reduce -84.5% 6,393 $1.7M
Benjamin Edwards Inc. 0.32% Reduce -1.2% 6,377 $1.7M
First Trust Direct Indexing L.P. 0.10% Add +31.0% 6,353 $1.6M
DAVENPORT & Co LLC 0.01% Add +16.0% 6,332 $1.6M
Signature Estate & Investment Advisors LLC 0.04% Add +0.8% 6,331 $1.6M
Stephens Inc. 0.03% Add +0.0% 6,315 $1.6M
Capstone Investment Advisors, LLC 0.07% Add +61.0% 6,270 $1.6M
Contravisory Investment Management, Inc. 0.36% Reduce -8.7% 6,252 $1.6M
Prana Capital Management, LP 0.08% New 6,151 $1.6M
Townsquare Capital LLC 0.02% Add +3.1% 6,095 $1.6M
Heritage Wealth Management, LLC 0.88% Reduce -7.2% 6,091 $1.6M
Heritage Family Offices, LLP 0.88% — 6,091 $1.6M
Axxcess Wealth Management, LLC 0.04% Add +12.7% 6,086 $1.6M
Frank, Rimerman Advisors LLC 0.11% New 6,049 $1.6M
SpiderRock Advisors, LLC 0.04% Reduce -76.8% 6,041 $1.6M
Vident Advisory, LLC 0.04% Reduce -91.4% 6,026 $1.6M
Harvest Investment Services, LLC 0.61% Add +174.4% 5,977 $1.5M
Schechter Investment Advisors, LLC 0.12% Reduce -0.6% 5,950 $1.5M
Crawford Investment Counsel Inc. 0.03% Reduce -0.4% 5,930 $1.5M
Squarepoint Ops LLC 0.01% Add +0.7% 5,921 $1.5M
MAI Capital Management 0.01% Add +3.8% 5,890 $1.5M
Coppell Advisory Solutions LLC 0.25% — 5,869 $1.5M
Penobscot Investment Management Company, Inc. 0.15% Add +4.4% 5,855 $1.5M
Disciplined Investments, LLC 0.80% New 5,811 $1.5M
Savant Capital, LLC 0.01% Reduce -30.4% 5,771 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +53.5% 5,753 $1.5M
WBH Advisory Inc. 0.15% Reduce -8.3% 5,749 $1.5M
C WorldWide Group Holding A/S 0.02% New 5,737 $1.5M
Builder Investment Group Inc. 0.40% No change 5,702 $1.5M
Apollon Wealth Management, LLC 0.04% Reduce -2.6% 5,646 $1.5M
South Dakota Investment Council 0.03% Reduce -0.1% 5,617 $1.5M
Fairfield Financial Advisors, LTD 0.43% — 5,601 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +4.9% 5,559 $1.4M
Seelaus Asset Management LLC 1.47% Reduce -2.9% 5,443 $1.4M
Dover Advisors, LLC 0.86% Reduce -0.5% 5,375 $1.4M
Bath Savings Trust Co 0.15% New 5,358 $1.4M
Lido Advisors, LLC 0.01% Add +10.5% 5,298 $1.4M
Covenant Partners, LLC 0.42% No change 5,288 $1.4M
Advisor OS, LLC 0.15% Add +9.8% 5,143 $1.3M
VestGen Investment Management 0.39% Add +3.6% 5,060 $1.3M
Wolverine Trading, LLC 0.02% New 5,019 $1.3M
Schear Investment Advisers, LLC 0.93% Add +4.3% 4,979 $1.3M
Peterson Wealth Management 0.79% Reduce -5.8% 4,917 $1.3M
Gilbert & Cook, Inc. 0.19% Reduce -8.4% 4,910 $1.3M
Evercore Wealth Management, LLC 0.02% Reduce -7.6% 4,886 $1.3M
Ostrum Asset Management 0.11% Reduce -55.5% 4,858 $1.3M
Iams Wealth Management, LLC 0.69% Add +12.1% 4,856 $1.3M
Oak Ridge Investments LLC 0.12% Add +0.2% 4,818 $1.2M
Mattson Financial Services, LLC 0.43% — 4,703 $1.2M
Merrion Investment Management Co, LLC 0.84% No change 4,700 $1.2M
Composition Wealth, LLC 0.03% Reduce -0.3% 4,545 $1.2M
HMS Capital Management, LLC 0.61% Add +8.0% 4,527 $1.2M
Sunbelt Securities, Inc. 0.12% Reduce -5.3% 4,451 $1.2M
Vestcor Inc 0.04% Add +16.1% 4,444 $1.2M
Assenagon Asset Management S.A. 0.00% Add +4.8% 4,437 $1.2M
Dana Investment Advisors, Inc. 0.04% Add +0.3% 4,398 $1.1M
Keeley-Teton Advisors, LLC 0.15% Add +0.1% 4,376 $1.1M
Ellis Investment Partners, LLC 0.24% Add +0.3% 4,347 $1.1M
Connecticut Wealth Management, LLC 0.06% Add +0.4% 4,323 $1.1M
Court Place Advisors, LLC 0.35% Add +72.5% 4,308 $1.1M
Arete Wealth Advisors, LLC 0.09% New 4,277 $1.1M
TrinityPoint Wealth, LLC 0.17% Add +2.5% 4,248 $1.1M
St Germain D J Co. Inc. 0.05% No change 4,219 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -24.6% 4,215 $1.1M
Lighthouse Investment Partners, LLC 0.06% Reduce -91.8% 4,180 $1.1M
Wedbush Securities Inc. 0.04% Add +7.1% 4,100 $1.1M
Praxis Investment Management Inc. 0.07% No change 4,520 $1.1M
Parsons Capital Management Inc. 0.07% New 4,050 $1.1M
Woodward Diversified Capital, LLC 0.61% Add +19.5% 4,031 $1.0M
Nvwm, LLC 0.28% Reduce -0.3% 4,022 $1.0M
Ibex Wealth Advisors 0.16% Reduce -8.9% 4,008 $1.0M
Arlington Trust Co LLC 0.24% Add +24.9% 3,998 $1.0M
Essex Investment Management Co. LLC 0.19% Reduce -18.7% 3,986 $1.0M
Bison Wealth, LLC 0.17% No change 4,112 $1.0M
Pinnacle Associates Ltd. 0.02% Add +170.0% 3,963 $1.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -15.2% 3,943 $1.0M
Everett Harris & Co. 0.01% Reduce -2.6% 3,916 $1.0M
Mission Creek Capital Partners, Inc. 0.25% Reduce -78.8% 3,899 $1.0M
Tiaa Trust, National Association 0.00% Add +3.7% 3,898 $1.0M
Signaturefd, LLC 0.02% Add +1.0% 3,825 $992K
Private Advisory Group LLC 0.13% Reduce -0.1% 3,798 $985K
Sawgrass Asset Management LLC 0.11% Add +5.1% 3,762 $976K
Menard Financial Group LLC 0.69% Add +1.7% 3,743 $971K
Guinness Atkinson Asset Management Inc 0.47% Reduce -1.7% 3,738 $969K
GeoWealth Management, LLC 0.04% Add +73.4% 3,713 $963K
Atom Investors LP 0.10% Add +106.5% 3,704 $960K
DoubleLine ETF Adviser LP 0.25% Reduce -2.9% 3,687 $956K
Parallel Advisors, LLC 0.02% Add +34.6% 3,660 $949K
Fiduciary Family Office, LLC 0.37% Reduce -17.2% 3,654 $948K
Prudential PLC 0.01% Add +42.1% 3,649 $946K
Fiduciary Trust Co 0.01% Add +4.6% 3,647 $946K
Raleigh Capital Management Inc. 0.40% Reduce -3.2% 3,641 $944K
Lebenthal Global Advisors, LLC 0.21% Add +7.1% 3,623 $940K
Argent Trust Co 0.04% Reduce -0.6% 3,606 $935K
Financial Advocates Investment Management 0.06% Add +0.8% 3,588 $930K
Mitchell Sinkler & Starr 0.24% Add +0.9% 3,500 $926K
PFG Investments, LLC 0.07% Reduce -5.5% 3,563 $924K
Forte Capital LLC 0.11% Add +22.8% 3,539 $918K
Marino, Stram & Associates LLC 0.22% Add +1.9% 3,538 $918K
Meeder Advisory Services, Inc. 0.06% Add +43.1% 3,535 $917K
Bryn Mawr Trust Advisors, LLC 0.05% Add +90.5% 3,525 $914K
Wendell David Associates Inc. 0.09% New 3,523 $913K
Wrapmanager Inc. 0.25% Reduce -8.9% 3,494 $906K
Merit Financial Group, LLC 0.02% New 3,480 $902K
Avantax Planning Partners, Inc. 0.03% No change 3,463 $898K
Quantitative Investment Management, LLC 0.10% New 3,439 $891K
Horizon Investments, LLC 0.02% Add +1.3% 3,423 $888K
Haverford Trust Co 0.01% Reduce -9.0% 3,406 $883K
AlphaMark Advisors, LLC 0.31% Add +1.5% 3,399 $881K
Landscape Capital Management, L.L.C. 0.07% No change 3,394 $880K
GPS Wealth Strategies Group, LLC 0.13% Reduce -0.8% 3,388 $879K
New Century Financial Group, LLC 0.37% Add +100.8% 3,383 $877K
Advisors Asset Management, Inc. 0.02% Reduce -34.0% 3,378 $876K
Insigneo Advisory Services, LLC 0.10% Add +15.2% 3,143 $875K
Montchanin Asset Management, LLC 0.84% No change 3,370 $874K
Jefferies Financial Group Inc. 0.02% New 3,366 $873K
Triangle Securities Wealth Management 0.24% Add +2.4% 3,325 $862K
Allred Capital Management, LLC 0.33% Reduce -0.8% 3,321 $861K
Accurate Wealth Management, LLC 0.21% Reduce -0.1% 3,172 $858K
VeraBank, N.A. 0.27% No change 3,300 $856K
Sfm, LLC 0.64% Add +17.5% 3,296 $855K
Profund Advisors LLC 0.03% Reduce -1.5% 3,286 $852K
Catalina Capital Group, LLC 0.32% Add +15.9% 3,243 $841K
Prudent Man Advisors, LLC 0.30% Reduce -0.1% 3,241 $840K
Greenleaf Trust 0.01% Add +2.5% 3,231 $838K
Wedmont Private Capital 0.05% Add +4.4% 3,073 $833K
Interval Partners, LP 0.02% New 3,194 $828K
Tritonpoint Wealth, LLC 0.08% Reduce -14.7% 3,184 $826K
GTS Securities LLC 0.02% New 3,166 $821K
Nomura Holdings Inc. 0.01% Add +82.5% 3,159 $819K
Financial Counselors Inc. 0.01% Reduce -3.8% 3,149 $817K
Empower Advisory Group, LLC 0.00% New 3,148 $816K
Diversified Trust Co. 0.02% Add +1.8% 3,131 $812K
Sherbrooke Park Advisers LLC 0.14% New 3,100 $804K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.0% 3,098 $803K
Private Ocean, LLC 0.07% Add +0.1% 3,088 $801K
Clifford Swan Investment Counsel LLC 0.03% No change 3,084 $800K
Curi Capital, LLC 0.02% Reduce -23.8% 3,074 $797K
Full Sail Capital, LLC 0.05% No change 3,067 $795K
Steward Partners Investment Advisory, LLC 0.01% Add +5.8% 3,059 $793K
Rothschild Investment LLC 0.06% Reduce -7.9% 3,044 $789K
Park National Corp. 0.03% Add +0.1% 3,019 $783K
Advisors Capital Management, LLC 0.01% Add +3.2% 2,999 $778K
Allworth Financial LP 0.01% Reduce -42.6% 2,868 $775K
Beacon Pointe Advisors, LLC 0.01% Reduce -97.7% 2,975 $771K
Fifth Third Wealth Advisors LLC 0.06% Add +269.0% 2,952 $765K
Checchi Capital Advisers, LLC 0.06% Add +1.1% 2,948 $764K
Texas Capital Bancshares Inc 0.31% Reduce -0.1% 2,941 $763K
Trustmark Bank Trust Department 0.06% Reduce -11.0% 2,939 $762K
Compass Ion Advisors, LLC 0.11% No change 2,993 $748K
World Equity Group, Inc. 0.22% Reduce -46.2% 2,860 $742K
Occidental Asset Management, LLC 0.13% Add +0.5% 2,857 $741K
Brown Financial Advisors 0.33% — 2,854 $740K
Webster Bank, N. A. 0.08% No change 2,850 $739K
Burney Co./ 0.03% No change 2,840 $736K
Cynosure Group, LLC 0.12% Add +129.6% 2,838 $736K
D.A. Davidson & Co. 0.01% Reduce -4.1% 2,815 $730K
Ashton Thomas Securities, LLC 0.18% — 2,757 $728K
HB Wealth Management, LLC 0.01% Add +18.0% 2,782 $721K
PAX Financial Group, LLC 0.14% Reduce -1.7% 2,767 $718K
Heartland Bank & Trust Co 0.40% Add +0.8% 2,738 $710K
Csenge Advisory Group 0.04% Reduce -3.7% 2,675 $694K
Scotia Capital Inc. 0.00% Add +5.6% 2,664 $691K
Pitcairn Co. 0.04% Add +10.5% 2,593 $672K
Linscomb Wealth, Inc. 0.03% Add +0.2% 2,581 $669K
Cary Street Partners Investment Advisory LLC 0.03% Add +126.3% 2,566 $665K
MJP Associates Inc. 0.14% Add +21.5% 2,558 $663K
GAMMA Investing LLC 0.09% Add +52.6% 2,536 $658K
Exchange Traded Concepts, LLC 0.02% Reduce -25.4% 2,536 $658K
DRW Securities, LLC 0.04% Reduce -47.4% 2,535 $656K
Mather Group, Llc. 0.01% Add +22.4% 2,617 $654K
Bank of New Hampshire 0.17% No change 2,500 $648K
Clarus Wealth Advisors 0.34% Reduce -0.6% 2,418 $647K
Okabena Investment Services Inc. 0.21% No change 2,494 $647K
Independent Advisor Alliance 0.02% Add +67.5% 2,488 $645K
Kolinsky Wealth Management, LLC 0.46% Add +3.6% 2,471 $641K
Capital Asset Advisory Services LLC 0.03% Reduce -1.7% 2,423 $640K
Guyasuta Investment Advisors Inc. 0.05% No change 2,800 $630K
Anchor Investment Management, LLC 0.06% No change 2,422 $628K
Edge Capital Group, LLC 0.03% No change 2,406 $624K
Trust Asset Management LLC 0.05% No change 2,404 $623K
Dynasty Wealth Management, LLC 0.02% Add +2.2% 2,402 $623K
J. W. Coons Advisors, LLC 0.12% Reduce -18.5% 2,400 $622K
LGT Fund Management Co Ltd. 0.08% New 2,400 $622K
Nixon Peabody Trust Co. 0.06% Add +166.4% 2,400 $622K
Roundview Capital LLC 0.05% No change 2,396 $621K
Syon Capital LLC 0.06% Add +1.6% 2,382 $618K
Abn Amro Investment Solutions 0.01% Add +134.7% 2,377 $616K
Clifford Group, LLC 0.49% Reduce -2.0% 2,349 $609K
Forum Financial Management, LP 0.01% Add +0.1% 2,340 $607K
ERn Financial, LLC 0.10% Reduce -8.6% 2,323 $602K
Ingalls & Snyder LLC 0.03% No change 2,313 $600K
Phocas Financial Corp. 0.07% No change 2,300 $596K
Montag A & Associates Inc. 0.03% No change 2,300 $596K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.0% 2,299 $596K
Dorsey & Whitney Trust CO LLC 0.04% Add +8.7% 2,299 $596K
Balboa Wealth Partners 0.16% Add +13.0% 2,291 $594K
Prosperity Wealth Management, Inc. 0.29% Reduce -1.9% 2,286 $593K
Country Club Bank 0.04% No change 2,277 $592K
Stock Yards Bank & Trust Co. 0.02% No change 2,268 $588K
Private Trust Co. NA 0.06% Reduce -30.6% 2,267 $588K
Cigna Investments Inc. 0.11% Reduce -0.8% 2,259 $586K
Paloma Partners Management Co 0.06% Add +82.0% 2,241 $581K
Live Oak Private Wealth LLC 0.10% No change 2,215 $574K
Qtron Investments LLC 0.08% No change 2,215 $574K
Keybank National Association 0.00% Reduce -4.6% 2,207 $572K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +4.8% 2,202 $571K
Hartline Investment Corp./ 0.08% Add +4.7% 2,200 $570K
Wintrust Investments LLC 0.05% Add +13.0% 2,199 $570K
Somerset Trust Co 0.23% No change 2,159 $560K
Smithfield Trust Co 0.03% Add +0.7% 2,123 $550K
Colonial Trust Advisors 0.05% Reduce -0.1% 2,110 $547K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -1.2% 2,103 $545K
Pathway Financial Advisors LLC 0.15% No change 2,100 $545K
Pinnacle Financial Partners Inc 0.01% Add +0.8% 2,088 $541K
Natixis 0.00% Add +95.5% 2,082 $540K
Harbor Investment Advisory, LLC 0.06% Add +1074.0% 2,078 $539K
CX Institutional 0.03% Reduce -0.7% 2,073 $538K
Quadcap Wealth Management, LLC 0.10% New 2,056 $533K
Kozak & Associates, Inc. 0.13% Reduce -28.2% 2,025 $532K
Oakworth Capital, Inc. 0.04% Reduce -2.1% 2,048 $531K
Settian Capital LP 0.38% No change 2,000 $519K
Biltmore Family Office, LLC 0.10% No change 2,000 $519K
Horizon Kinetics Asset Management LLC 0.01% No change 1,996 $518K
McGlone Suttner Wealth Management, Inc. 0.11% Reduce -10.7% 2,286 $514K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -2.0% 1,982 $514K
Eschler Asset Management LLP 0.40% Reduce -29.9% 1,969 $511K
Drive Wealth Management, LLC 0.14% Add +2.8% 1,955 $507K
Integrated Wealth Concepts LLC 0.01% Add +9.3% 1,949 $505K
Legacy Capital Wealth Partners, LLC 0.13% New 1,922 $498K
Quotient Wealth Partners, LLC 0.02% Reduce -46.8% 1,901 $493K
American National Bank & Trust 0.06% Reduce -4.9% 1,900 $493K
Alera Investment Advisors, LLC 0.06% Reduce -55.1% 1,897 $492K
IFP Advisors, Inc 0.02% Reduce -13.0% 1,896 $492K
Northside Capital Management, LLC 0.08% No change 1,891 $490K
Spire Wealth Management 0.02% Reduce -4.2% 1,866 $484K
Aptus Capital Advisors, LLC 0.01% Add +6.8% 1,864 $483K
V-Square Quantitative Management LLC 0.08% Reduce -1.6% 1,843 $478K
&partners 0.02% New 1,842 $478K
Strategic Wealth Partners, Ltd. 0.05% Add +3.5% 1,827 $474K
Austin Private Wealth, LLC 0.05% Add +33.5% 1,826 $474K
Graypoint LLC 0.03% Add +7.0% 1,814 $470K
Relative Value Partners Group, LLC 0.06% New 1,812 $470K
Lake Street Private Wealth, LLC 0.06% No change 1,812 $470K
Patron Partners, LLC 0.28% Add +4.3% 1,809 $469K
NorthRock Partners, LLC 0.02% Add +12.4% 1,809 $469K
Kenora Financial, LLC 0.20% No change 1,800 $467K
Archford Capital Strategies, LLC 0.08% Add +0.1% 1,798 $466K
Elevation Point Wealth Partners, LLC 0.04% Add +11.4% 1,776 $461K
CreativeOne Wealth, LLC 0.02% Reduce -23.8% 1,770 $459K
Quadrant Capital Group LLC 0.03% Add +1.4% 1,758 $456K
Cookson Peirce & Co. Inc. 0.02% Reduce -0.2% 1,751 $454K
Boston Common Asset Management, LLC 0.01% Reduce -2.4% 1,748 $453K
Obermeyer Wealth Partners 0.03% No change 1,737 $450K
Equitable Holdings, Inc. 0.00% Reduce -4.8% 1,731 $449K
Freedom Investment Management, Inc. 0.04% Reduce -0.8% 1,729 $448K
Allen Investment Management, LLC 0.01% New 1,720 $446K
Schonfeld Strategic Advisors LLC 0.00% New 1,718 $445K
Patrick M Sweeney & Associates, Inc. 0.36% No change 1,715 $445K
Fidelis Capital Partners, LLC 0.06% Add +11.9% 1,575 $444K
Simmons Bank 0.03% Reduce -3.5% 1,707 $443K
Ifrah Financial Services, Inc. 0.13% Reduce -0.1% 1,704 $442K
AMG National Trust Bank 0.01% No change 1,700 $441K
Banque Cantonale Vaudoise 0.02% New 1,694 $440K
Prio Wealth Limited Partnership 0.01% No change 1,696 $440K
Personal Cfo Solutions, LLC 0.07% Reduce -0.5% 1,692 $439K
Miller Investment Management, LP 0.05% No change 1,672 $434K
Plato Investment Management Ltd 0.04% No change 1,651 $428K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -8.5% 1,650 $428K
GC Wealth Management RIA, LLC 0.08% Reduce -1.1% 1,647 $427K
Jump Financial, LLC 0.01% Reduce -33.3% 1,647 $427K
RiverGlades Family Offices LLC 0.33% Add +0.1% 1,647 $427K
Mowery & Schoenfeld Wealth Management, LLC 0.61% No change 1,643 $426K
Mutual Advisors, LLC 0.01% Add +7.4% 1,522 $425K
Dynamic Advisor Solutions LLC 0.01% Reduce -19.0% 1,640 $425K
Longview Financial Advisors, Inc. 0.32% Reduce -0.4% 1,637 $425K
Mgo One Seven LLC 0.02% Add +33.2% 1,629 $422K
Values First Advisors, Inc. 0.25% Add +9.2% 1,622 $421K
LS Investment Advisors, LLC 0.06% No change 1,600 $415K
Compton Wealth Advisory Group, LLC 0.11% No change 1,591 $413K
Cozad Asset Management Inc. 0.04% Add +16.2% 1,580 $410K
Gen-Wealth Partners Inc 0.20% Add +19.4% 1,558 $404K
Beacon Investment Advisory Services, Inc. 0.02% Add +0.5% 1,557 $404K
Hoxton Planning & Management, LLC 0.19% Reduce -1.4% 1,553 $403K
Procyon Advisors, LLC 0.03% Add +0.5% 1,542 $400K
Strategic Blueprint, LLC 0.03% Reduce -2.7% 1,526 $396K
SC&H Financial Advisors, Inc. 0.10% Reduce -13.4% 1,515 $393K
Trust Co. of Vermont 0.02% Add +11.0% 1,509 $391K
Mission Wealth Management, LP 0.01% Add +1.4% 1,508 $391K
Choate Investment Advisors 0.01% Add +6.8% 1,507 $391K
EverSource Wealth Advisors, LLC 0.03% Add +30.2% 1,374 $389K
Aviance Capital Partners, LLC 0.06% Reduce -0.8% 1,500 $389K
Ellevest, Inc. 0.02% Reduce -28.4% 1,499 $389K
Heritage Wealth Advisors 0.02% No change 1,498 $388K
W Advisors, LLC 0.25% Add +6.5% 1,478 $383K
Lantz Financial LLC 0.12% Add +1.2% 1,462 $379K
Park Place Capital Corp 0.12% Reduce -45.2% 1,443 $374K
River Wealth Advisors LLC 0.05% Reduce -5.9% 1,436 $372K
Regal Investment Advisors LLC 0.02% Add +11.3% 1,405 $364K
Caldwell Trust Co 0.04% Add +2.3% 1,402 $364K
Insight 2811, Inc. 0.19% No change 1,400 $363K
Shufro Rose & Co. LLC 0.03% No change 1,400 $363K
Alpine Woods Capital Investors, LLC 0.06% Reduce -26.4% 1,395 $362K
Vestor Capital, LLC 0.03% Reduce -12.5% 1,377 $357K
Valeo Financial Advisors, LLC 0.01% Add +41.3% 1,359 $352K
Huntington National Bank 0.00% Add +4.8% 1,356 $352K
Cadence Bank 0.03% Add +1.3% 1,343 $348K
Conning Inc. 0.01% Add +2.6% 1,339 $347K
Western Wealth Management, LLC 0.03% No change 1,308 $339K
Symmetry Partners, LLC 0.02% No change 1,303 $338K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -15.5% 1,300 $337K
Journey Strategic Wealth LLC 0.01% New 1,290 $334K
Allen Capital Group, LLC 0.05% Add +5.0% 1,289 $334K
Modera Wealth Management, LLC 0.00% Add +2.4% 1,276 $331K
Berkshire Asset Management LLC 0.02% No change 1,270 $329K
Shelton Capital Management 0.01% No change 1,256 $326K
TCTC Holdings, LLC 0.01% No change 1,254 $325K
Wilkins Investment Counsel Inc. 0.05% No change 1,250 $324K
Successful Portfolios LLC 0.23% Reduce -27.4% 1,244 $323K
Wayfinding Financial, LLC 0.18% Reduce -1.1% 1,226 $318K
West Family Investments, Inc. 0.10% Reduce -0.8% 1,226 $318K
Thoroughbred Financial Services, LLC 0.02% New 1,225 $317K
Stratos Wealth Advisors, LLC 0.02% Reduce -12.2% 1,221 $317K
Syntegra Private Wealth Group, LLC 0.04% Add +3.0% 1,221 $317K
Sandy Spring Bank 0.01% Add +4082.8% 1,213 $315K
Tucker Asset Management LLC 0.07% Add +6.7% 1,211 $314K
Westpac Banking Corp. 0.02% No change 1,211 $314K
Carderock Capital Management Inc. 0.08% No change 1,200 $311K
StoneX Group Inc. 0.02% Add +8.9% 1,198 $311K
Ignite Planners, LLC 0.08% Add +1.3% 1,172 $310K
Spinnaker Trust 0.02% No change 1,195 $310K
CPC Advisors, LLC 0.05% New 1,192 $309K
HBK Sorce Advisory LLC 0.01% Add +5.2% 1,189 $308K
First Horizon Advisors, Inc. 0.01% Reduce -8.9% 1,181 $306K
Manchester Capital Management LLC 0.04% Add +12.1% 1,160 $301K
Oak Hill Wealth Advisors, LLC 0.09% — 1,159 $301K
Wrenne Financial Planning LLC 0.21% No change 1,153 $299K
Hilltop Holdings Inc. 0.03% Add +11.2% 1,153 $299K
Fulton Bank, N.A. 0.01% Reduce -1.1% 1,153 $299K
Kathmere Capital Management, LLC 0.03% New 1,153 $299K
Optivise Advisory Services LLC 0.16% — 1,152 $299K
Foundations Investment Advisors, LLC 0.01% Add +8.7% 1,149 $298K
SeaCrest Wealth Management, LLC 0.03% Add +1.2% 1,141 $296K
Keel Point, LLC 0.03% Add +20.5% 1,040 $292K
Graham Capital Management, L.P. 0.02% New 1,127 $292K
Kowal Investment Group, LLC 0.06% Reduce -4.8% 1,123 $291K
Roble, Belko & Company, Inc 0.05% No change 1,123 $291K
EP Wealth Advisors, LLC 0.00% Add +21.3% 1,122 $291K
Jacobi Capital Management LLC 0.03% Add +0.1% 1,119 $290K
Perigon Wealth Management, LLC 0.01% Reduce -7.3% 1,117 $290K
Cahaba Wealth Management, Inc. 0.03% Reduce -14.1% 1,117 $290K
Carnegie Investment Counsel 0.01% Reduce -3.9% 1,111 $288K
Excalibur Management Corp. 0.12% No change 1,109 $288K
KCM Investment Advisors LLC 0.01% No change 1,109 $288K
SteelPeak Wealth, LLC 0.01% Reduce -3.9% 1,108 $287K
City Holding Co. 0.04% No change 1,106 $287K
Arkadios Wealth Advisors 0.02% Add +14.1% 1,104 $286K
Kaizen Financial Strategies 0.18% Add +0.2% 1,004 $286K
Ballentine Partners, LLC 0.01% Add +25.1% 1,087 $282K
Trek Financial, LLC 0.02% Reduce -2.8% 1,083 $281K
Los Angeles Capital Management LLC 0.00% No change 1,081 $280K
Formidable Asset Management, LLC 0.05% Add +1.0% 1,080 $280K
Prossimo Advisors, LLC 0.25% New 1,080 $280K
Blue Trust, Inc. 0.00% Add +80.4% 1,106 $277K
Sivia Capital Partners, LLC 0.18% New 1,061 $275K
Veltria Advisors Corp. 0.10% Reduce -23.1% 1,050 $272K
Capital Advisors Inc. 0.01% Reduce -3.3% 1,049 $272K
Cherry Creek Investment Advisors, Inc. 0.14% Add +0.2% 1,045 $271K
Lake Street Advisors Group, LLC 0.01% Add +3.2% 1,038 $269K
Avior Wealth Management, LLC 0.01% Reduce -19.2% 1,035 $269K
First Business Financial Services, Inc. 0.03% Reduce -19.4% 1,037 $269K
Clarity Capital Partners LLC 0.16% New 1,036 $269K
West Branch Capital LLC 0.10% No change 1,027 $266K
Edgestream Partners, L.P. 0.01% Reduce -90.2% 1,021 $265K
Penserra Capital Management LLC 0.00% Add +1.4% 1,015 $264K
Compound Planning, Inc. 0.02% Add +24.7% 1,011 $262K
Balefire, LLC 0.09% Add +28.7% 1,009 $262K
Smartleaf Asset Management LLC 0.04% Add +21.8% 1,001 $260K
Clarius Group, LLC 0.02% Reduce -5.2% 1,001 $260K
Trinity Financial Advisors LLC 0.12% No change 1,000 $259K
RFP Financial Group LLC 0.10% No change 1,000 $259K
RBF Capital, LLC 0.02% No change 1,000 $259K
LongView Wealth Management 0.10% No change 999 $259K
Garde Capital, Inc. 0.02% No change 1,000 $259K
MassMutual Private Wealth & Trust, FSB 0.01% Add +24.0% 998 $259K
Grove Bank & Trust 0.04% No change 994 $258K
Morningstar Investment Services LLC 0.00% Add +11.9% 978 $254K
Avestar Capital, LLC 0.03% Add +14.8% 979 $254K
Carret Asset Management, LLC 0.03% No change 975 $253K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -6.5% 974 $253K
Stonegate Investment Group, LLC 0.01% New 973 $252K
KLCM Advisors, Inc. 0.03% Add +11.6% 965 $250K
Perennial Investment Advisors, LLC 0.04% Add +13.3% 963 $250K
J.W. Cole Advisors, Inc. 0.01% Reduce -2.3% 960 $249K
Nicolet Advisory Services, LLC 0.02% New 922 $247K
Brooklyn Investment Group 0.11% No change 994 $246K
Federated Hermes, Inc. 0.00% Reduce -95.0% 940 $244K
Verdence Capital Advisors LLC 0.02% Reduce -2.1% 933 $242K
Sentry Investment Management LLC 0.11% Reduce -17.0% 935 $242K
Encompass More Asset Management 0.17% Add +3.9% 928 $241K
Investmark Advisory Group LLC 0.13% No change 926 $240K
Northwest Bancshares, Inc. 0.04% No change 917 $238K
Summit Global Investments 0.02% Reduce -3.2% 909 $236K
Legacy Financial Advisors, Inc. 0.04% Add +11.4% 910 $236K
Savvy Advisors, Inc. 0.08% New 894 $232K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -0.7% 890 $231K
Moors & Cabot, Inc. 0.01% Reduce -1.6% 890 $231K
Wesbanco Bank Inc. 0.01% New 885 $229K
Certuity, LLC 0.02% New 883 $229K
Harbour Investments, Inc. 0.01% Add +8.0% 883 $229K
EntryPoint Capital, LLC 0.10% New 872 $226K
M Holdings Securities, Inc. 0.03% New 871 $226K
Diametric Capital, LP 0.12% New 871 $226K
Advisory Alpha, LLC 0.01% New 859 $223K
Proficio Capital Partners LLC 0.02% Add +3.3% 856 $222K
Douglas Lane & Associates, LLC 0.00% Reduce -18.3% 851 $221K
Glenview Trust Co 0.00% Add +1.9% 837 $217K
JT Stratford LLC 0.04% Reduce -0.8% 827 $214K
Commerzbank Aktiengesellschaft 0.01% New 824 $214K
Aspiriant, LLC 0.01% Reduce -2.8% 825 $214K
Keeler & Nadler Financial Planning & Wealth Management 0.12% No change 821 $213K
L2 Asset Management, LLC 0.06% New 821 $213K
Truepoint, Inc. 0.01% No change 818 $212K
PDS Planning, Inc 0.02% New 814 $211K
Altfest L J & Co. Inc. 0.03% Reduce -7.0% 812 $211K
Brighton Jones LLC 0.01% New 811 $210K
Wealth Architects, LLC 0.03% No change 810 $210K
Lindbrook Capital, LLC 0.02% Add +6.2% 809 $210K
1620 Investment Advisors, Inc. 0.16% No change 808 $210K
BOS Asset Management, LLC 0.10% No change 808 $210K
Braun-Bostich & Associates Inc. 0.16% Reduce -30.8% 805 $209K
Catalyst Financial Partners LLC 0.05% New 805 $209K
LGL Partners, LLC 0.03% New 802 $208K
Summit Trail Advisors, LLC 0.01% New 801 $208K
Johnson Investment Counsel Inc. 0.00% New 801 $208K
Westshore Wealth, LLC 0.09% Reduce -11.1% 800 $207K
Fort Sheridan Advisors LLC 0.03% No change 800 $207K
Level Four Advisory Services, LLC 0.01% New 795 $206K
AlphaCentric Advisors LLC 0.15% Add +0.8% 783 $203K
Old National Bancorp 0.00% New 775 $201K
Norden Group LLC 0.04% New 775 $201K
International Assets Investment Management, LLC 0.02% New 774 $201K
Hibernia Wealth Partners, LLC 0.07% New 772 $200K
Osterweis Capital Management Inc. 0.01% No change 757 $196K
West Oak Capital, LLC 0.08% No change 756 $196K
Trust Co 0.02% No change 737 $191K
Lanark Financial, Inc. 0.02% Add +24.7% 671 $173K
Hamilton Capital Partners Inc. 0.02% Reduce -30.3% 645 $167K
Opal Wealth Advisors, LLC 0.05% Reduce -44.7% 633 $164K
Resources Management Corp. /CT/ 0.02% Reduce -11.1% 628 $163K
HM Payson & Co. 0.00% No change 611 $158K
Alta Advisers Ltd 0.07% No change 600 $156K
Gables Capital Management Inc. 0.08% No change 580 $150K
Atwood & Palmer Inc. 0.01% No change 556 $144K
Key Financial Inc 0.03% No change 543 $141K
Center for Financial Planning, Inc. 0.02% No change 535 $139K
LRI Investments, LLC 0.02% New 520 $135K
CarsonAllaria Wealth Management, Ltd. 0.08% Add +0.2% 498 $129K
Cromwell Holdings LLC 0.08% — 493 $128K
VitalStone Financial, LLC 0.09% Add +7.0% 475 $123K
Chelsea Counsel Co. 0.06% No change 475 $123K
TruNorth Capital Management, LLC 0.04% New 468 $121K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 465 $120K
Clean Yield Group 0.04% No change 451 $117K
Mascoma Wealth Management LLC 0.03% Add +963.4% 436 $113K
Parkside Financial Bank & Trust 0.02% Add +3.4% 421 $109K
Bangor Savings Bank 0.01% No change 414 $107K
LFA - Lugano Financial Advisors SA 0.08% No change 395 $102K
Financial Network Wealth Advisors LLC 0.08% New 391 $102K
Larson Financial Group LLC 0.01% Add +40.8% 373 $97K
AdvisorNet Financial, Inc 0.01% Reduce -10.1% 367 $95K
Deseret Mutual Benefit Administrators 0.04% No change 344 $89K
Pinnacle Bancorp, Inc. 0.03% No change 343 $89K
LGT Financial Advisors LLC 0.19% Add +1519.0% 340 $88K
Tobam 0.01% Reduce -57.0% 325 $84K
Rosenberg Matthew Hamilton 0.02% No change 324 $84K
Gilliland Jeter Wealth Management LLC 0.03% New 310 $80K
Kelly Financial Services LLC 0.03% Add +56.3% 300 $78K
Laurel Wealth Advisors LLC 0.01% No change 298 $77K
Venturi Wealth Management, LLC 0.00% Add +193.9% 288 $75K
Nemes Rush Group LLC 0.01% No change 277 $72K
Central Pacific Bank - Trust Division 0.01% No change 274 $71K
Cornerstone Planning Group LLC 0.02% Reduce -10.8% 256 $71K
Great Lakes Retirement, Inc. 0.01% Reduce -91.6% 269 $70K
Beacon Capital Management, LLC 0.01% No change 263 $68K
Loomis Sayles & Co. L P 0.00% Add +2.4% 256 $66K
Hexagon Capital Partners LLC 0.01% Reduce -4.9% 250 $65K
Hilltop National Bank 0.02% Add +0.4% 241 $62K
EnRich Financial Partners LLC 0.02% New 239 $62K
Richardson Financial Services Inc. 0.04% No change 235 $61K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -81.5% 218 $57K
DSM Capital Partners LLC 0.00% No change 206 $53K
Tortoise Investment Management, LLC 0.01% No change 201 $52K
Broadwater Capital Management LLC 0.04% No change 200 $52K
True Wealth Design, LLC 0.01% No change 200 $52K
Foster Dykema Cabot & Partners, LLC 0.00% New 200 $52K
Piscataqua Savings Bank 0.05% Reduce -6.1% 200 $52K
Paladin Advisory Group, LLC 0.04% No change 200 $52K
Riverview Trust Co 0.05% No change 197 $51K
Zions Bancorporation, N.A. 0.00% Add +4.8% 196 $51K
Hoese & Co LLP 0.04% No change 200 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 195 $51K
Hershey Financial Advisers, LLC 0.04% — 185 $48K
Bruce G. Allen Investments, LLC 0.04% Reduce -0.6% 177 $46K
Continuum Advisory, LLC 0.01% No change 174 $45K
Delta Asset Management LLC 0.00% Reduce -1.7% 170 $44K
Stuart Chaussee & Associates, Inc. 0.01% No change 162 $42K
Jones Financial Companies LLLP 0.00% Add +94.0% 161 $42K
GoalVest Advisory LLC 0.01% Reduce -23.1% 160 $41K
Elevation Wealth Partners, LLC 0.02% Add +5.3% 159 $41K
Hobbs Group Advisors, LLC 0.02% — 155 $40K
Intelligent Financial Strategies 0.02% Reduce -12.5% 154 $40K
DT Investment Partners, LLC 0.00% No change 152 $39K
Ashton Thomas Private Wealth, LLC 0.00% New 151 $39K
City State Bank 0.02% No change 150 $39K
Ruedi Wealth Management, Inc. 0.02% Add +2.8% 149 $39K
Disciplina Capital Management LLC 0.01% No change 147 $38K
Security National Bank 0.01% No change 145 $38K
REAP Financial Group, LLC 0.01% Reduce -8.8% 145 $38K
Valley Wealth Managers, Inc. 0.00% No change 143 $37K
Transcendent Capital Group LLC 0.02% Reduce -95.1% 140 $36K
Logan Capital Management Inc. 0.00% No change 140 $36K
MV Capital Management, Inc. 0.00% Add +4.6% 137 $36K
Prestige Wealth Management Group LLC 0.01% Reduce -23.3% 135 $35K
Hollencrest Capital Management 0.00% No change 133 $34K
Glen Eagle Advisors, LLC 0.01% No change 130 $34K
SJS Investment Consulting Inc. 0.01% No change 127 $33K
Versant Capital Management, Inc 0.01% Reduce -13.6% 127 $33K
State of Wyoming 0.01% Reduce -5.2% 127 $33K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +4.2% 124 $32K
Farmers & Merchants Investments Inc. 0.00% No change 122 $32K
Beaird Harris Wealth Management, LLC 0.00% Reduce -1.7% 113 $29K
Rise Advisors, LLC 0.02% Add +0.9% 113 $29K
Leonteq Securities AG 0.00% Add +202.7% 112 $29K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.9% 112 $29K
DiNuzzo Private Wealth, Inc. 0.00% Add +89.7% 110 $29K
Quarry LP 0.01% New 110 $29K
Ogorek Anthony Joseph /NY/ 0.01% No change 109 $28K
Creekmur Asset Management LLC 0.01% No change 107 $28K
Painted Porch Advisors LLC 0.02% New 107 $28K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 103 $28K
Strategic Investment Solutions, Inc. 0.01% — 93 $26K
Mark Sheptoff Financial Planning, LLC 0.01% New 100 $26K
Covestor Ltd 0.02% Reduce -51.5% 95 $25K
Tsfg, LLC 0.01% No change 96 $25K
Evergreen Private Wealth LLC 0.01% No change 96 $25K
FinTrust Capital Advisors, LLC 0.00% No change 93 $24K
Quent Capital, LLC 0.00% Add +8.4% 90 $23K
WR Wealth Planners, LLC 0.01% Add +6.4% 83 $22K
Altshuler Shaham Ltd 0.00% New 81 $21K
JFS Wealth Advisors, LLC 0.00% Reduce -35.5% 80 $21K
Bogart Wealth, LLC 0.00% No change 75 $19K
HWG Holdings LP 0.01% — 71 $18K
CVA Family Office, LLC 0.00% Reduce -2.8% 70 $18K
Meeder Asset Management Inc. 0.00% Add +15.5% 67 $17K
Financial Management Professionals, Inc. 0.00% Add +10.9% 61 $16K
Arax Advisory Partners 0.00% Add +7.0% 61 $16K
Criterion Capital Advisors, LLC 0.01% Add +300.0% 60 $16K
Asset Dedication, LLC 0.00% No change 58 $15K
United Community Bank 0.01% No change 55 $14K
Keener Financial Planning LLC 0.01% No change 49 $12K
Hazlett, Burt & Watson, Inc. 0.01% No change 46 $12K
Pineridge Advisors LLC 0.00% Reduce -99.5% 44 $11K
Global Financial Private Client, LLC 0.00% No change 43 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 42 $11K
Front Row Advisors LLC 0.00% Reduce -2.4% 40 $10K
Westside Investment Management, Inc. 0.00% No change 39 $10K
Cape Investment Advisory, Inc. 0.00% New 38 $10K
Bell Investment Advisors, Inc 0.00% No change 38 $10K
ORG Partners LLC 0.00% New 36 $9K
Valley National Advisers Inc. 0.00% Reduce -7.7% 36 $9K
Cetera Trust Company, N.A 0.01% No change 34 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 33 $9K
Crewe Advisors LLC 0.00% Reduce -60.0% 32 $8K
Abound Wealth Management 0.00% Reduce -18.4% 31 $8K
First Financial Corp. 0.00% No change 31 $8K
Sachetta, LLC 0.00% Add +285.7% 27 $8K
Castleview Partners, LLC 0.00% Add +38.1% 29 $8K
HighMark Wealth Management LLC 0.00% Add +27.3% 28 $7K
Capital Analysts, LLC 0.00% Reduce -44.0% 28 $7K
WASHINGTON TRUST Co 0.00% No change 26 $7K
Raffa Wealth Management, LLC 0.00% No change 26 $7K
Family Firm, Inc. 0.00% New 25 $6K
Addison Advisors LLC 0.00% New 24 $6K
Aspect Partners, LLC 0.00% No change 24 $6K
MCF Advisors LLC 0.00% No change 23 $6K
Fortitude Family Office, LLC 0.00% Reduce -43.9% 23 $6K
Abich Financial Wealth Management LLC 0.00% New 21 $5K
Godsey & Gibb, Inc. 0.00% New 20 $5K
Solstein Capital, LLC 0.00% No change 20 $5K
Eagle Bay Advisors LLC 0.00% No change 20 $5K
Capital Advisors, Ltd. LLC 0.00% Add +72.7% 19 $5K
Harvest Fund Management Co., Ltd 0.00% No change 20 $5K
Valued Wealth Advisors LLC 0.00% Reduce -23.8% 16 $4K
Dunhill Financial, LLC 0.00% Add +6.7% 16 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $4K
Avion Wealth 0.00% Add +14.3% 16 $4K
Redmont Wealth Advisors LLC 0.01% No change 15 $4K
Rakuten Securities, Inc. 0.00% Reduce -44.4% 15 $4K
Private Wealth Management Group, LLC 0.00% No change 15 $4K
Core Alternative Capital 0.00% No change 15 $4K
Johnson Financial Group, Inc. 0.00% New 15 $4K
Salem Investment Counselors Inc. 0.00% No change 15 $4K
Albion Financial Group 0.00% No change 13 $3K
C M Bidwell & Associates Ltd. 0.00% No change 12 $3K
Fairway Wealth LLC 0.00% New 11 $3K
Highline Wealth Partners LLC 0.00% New 11 $3K
Lynx Investment Advisory 0.00% — 10 $3K
Unique Wealth Strategies, LLC 0.00% New 10 $3K
Redwood Wealth Management Group, LLC 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
Longfellow Investment Management Co. LLC 0.00% No change 6 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
FPC Investment Advisory, Inc. 0.00% No change 5 $1K
Horizon Financial Services, LLC 0.00% No change 5 $1K
Riggs Asset Managment Co. Inc. 0.00% Add +150.0% 5 $1K
GHP Investment Advisors, Inc. 0.00% New 5 $1K
Carolinas Wealth Consulting LLC 0.00% No change 4 $1K
Strengthening Families & Communities, LLC 0.00% New 3 $1K
PEAK6 Investments LLC 0.00% Add +50.0% 3 $698
Financial Gravity Asset Management, Inc. 0.00% No change 2 $519
WestEnd Advisors, LLC 0.00% No change 1 $259
Y.D. More Investments Ltd 0.00% New 115 $79
First Command Advisory Services, Inc. 0.00% No change 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.