Ally FinancialALLY

13F holders, Q2 2026 (June 30)
620holders +34
96new positions
62sold out
8famous investors
$45.95avg. 13F price*

At the end of Q2 2026, 620 institutions reported holding Ally Financial Inc. (ALLY) in their 13F filings, up 34 from Q1 2026. 96 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.3B), Berkshire Hathaway ($1.2B) and Harris Associates (Oakmark Funds) ($1.2B). 8 famous investors held it, including Bill Nygren (1.6% of Harris Associates (Oakmark Funds)'s portfolio), Warren Buffett (0.4% of Berkshire Hathaway's portfolio) and George Soros (0.4% of Soros Fund Management's portfolio).

Company
Ally Financial Inc.
CUSIP
02005N100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 549Q1 2024Q2 2024: 579Q2 2024Q3 2024: 580Q3 2024Q4 2024: 583Q4 2024Q1 2025: 580Q1 2025Q2 2025: 558Q2 2025Q3 2025: 547Q3 2025Q4 2025: 589Q4 2025Q1 2026: 586Q1 2026Q2 2026: 620Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions96$315.5M
Exits62$250.3M

All 13F filers, Q1 2026 → Q2 2026: 24,173,373 shares bought and 22,761,906 shares sold, net +1,411,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 620 holders

BlackRock, Inc. 0.02% Add +0.3% 28,632,394 $1.3B
Berkshire Hathaway 0.41% Reduce -6.9% 27,000,000 $1.2B
Harris Associates (Oakmark Funds) 1.60% Reduce -1.1% 26,105,434 $1.2B
Vanguard Portfolio Management LLC 0.03% Add +5.6% 14,098,964 $647.8M
Vanguard Capital Management LLC 0.01% Add +0.2% 12,493,411 $574.1M
Wellington Management Group LLP 0.08% Reduce -9.3% 10,308,012 $473.7M
Dimensional Fund Advisors LP 0.08% Add +3.5% 9,331,607 $428.8M
State Street Corp. 0.01% Add +2.3% 8,885,383 $408.3M
Sessa Capital IM, L.P. 6.75% No change 8,488,098 $390.0M
Arrowstreet Capital, Limited Partnership 0.14% Add +1.2% 6,863,117 $315.4M
Geode Capital Management, LLC 0.01% Add +5.0% 5,609,394 $257.8M
AQR Capital Management 0.08% Add +27.1% 4,742,891 $217.9M
First Manhattan Co. Llc. 0.52% Reduce -2.3% 4,479,185 $205.8M
Jacobs Levy Equity Management, Inc. 0.69% Reduce -0.3% 4,181,887 $192.2M
Donald Smith & Co., Inc. 3.05% Reduce -6.6% 3,754,280 $172.5M
London Co. of Virginia 0.98% Reduce -4.2% 3,739,890 $171.8M
Morgan Stanley 0.01% Add +5.0% 3,620,313 $166.4M
Nomura Asset Management International Inc. 0.24% Add +7.5% 3,450,643 $158.6M
Los Angeles Capital Management LLC 0.50% Add +1222.5% 2,969,331 $136.4M
FMR LLC 0.01% Reduce -3.9% 2,960,662 $136.0M
Thrivent Financial for Lutherans 0.23% Reduce -0.6% 2,907,507 $133.6M
Northern Trust Corp. 0.02% Add +0.5% 2,827,880 $129.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.2% 2,593,955 $119.2M
Bank of America Corp. 0.01% Reduce -20.6% 2,293,330 $105.4M
Bank of New York Mellon Corp 0.02% Reduce -3.8% 2,261,811 $103.9M
Glendon Capital Management LP 12.41% No change 2,083,219 $95.7M
Allianz Asset Management GmbH 0.09% Add +19.9% 2,011,790 $92.4M
Goldman Sachs Group Inc. 0.01% Reduce -14.3% 1,962,356 $90.2M
Norges Bank 0.01% — 1,906,293 $87.6M
LSV Asset Management 0.16% Reduce -2.6% 1,879,285 $86.4M
Employees Retirement System of Texas 0.78% Reduce -1.7% 1,824,746 $83.8M
Vanguard Fiduciary Trust Co. 0.02% Add +1.2% 1,765,021 $81.1M
Lakewood Capital Management, LP 4.19% Add +6.4% 1,758,809 $80.8M
Canada Pension Plan Investment Board 0.04% Add +1711.7% 1,692,097 $77.8M
UBS Group AG 0.01% Add +10.4% 1,681,149 $77.2M
Sei Investments Co. 0.07% Add +31.4% 1,639,457 $75.3M
Quantinno Capital Management LP 0.09% Add +53.0% 1,616,436 $74.3M
Oldfield Partners LLP 17.89% Add +27.4% 1,615,100 $74.2M
ANTIPODES PARTNERS Ltd 1.32% Reduce -31.5% 1,563,322 $71.8M
JPMorgan Chase & Co. 0.00% Add +13.5% 1,489,623 $71.0M
Point72 Asset Management 0.11% Reduce -25.6% 1,467,468 $67.4M
Qube Research & Technologies Ltd 0.07% New 1,388,247 $63.8M
American Century Companies Inc. 0.03% Add +29.0% 1,379,793 $63.4M
Ancient Art, L.P. 12.28% No change 1,308,399 $60.1M
BNP Paribas Financial Markets 0.03% Add +173.9% 1,264,219 $58.1M
Moore Capital Management, LP 1.34% Reduce -28.9% 1,230,889 $56.6M
Freestone Grove Partners LP 0.36% New 1,185,223 $54.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.9% 1,046,805 $48.1M
Tidal Investments LLC 0.12% Add +383.4% 1,042,119 $47.9M
Russell Investments Group, Ltd. 0.04% Reduce -1.4% 1,033,821 $47.5M
Jupiter Asset Management Ltd. 0.23% Reduce -54.8% 1,015,328 $46.7M
Natixis Advisors, LLC 0.05% Add +10.0% 1,005,587 $46.2M
Nuveen, LLC 0.01% Add +78.3% 996,010 $45.8M
Rokos Capital Management LLP 0.56% New 973,466 $44.7M
Invesco Ltd. 0.00% Reduce -1.1% 942,607 $43.3M
Jones Financial Companies LLLP 0.02% Add +12.8% 903,248 $42.6M
Azora Capital LP 1.79% New 926,211 $42.6M
Ameriprise Financial Inc. 0.01% Add +99.8% 913,404 $42.0M
Assenagon Asset Management S.A. 0.05% Add +75.5% 895,286 $41.1M
Bruni J V & Co. 3.72% Reduce -1.3% 887,801 $40.8M
Jupiter Topco LLC 0.02% — 873,598 $40.1M
Capital World Investors 0.00% Add +2.0% 830,044 $38.1M
Wedge Capital Management L L P 0.62% Reduce -4.8% 820,960 $37.7M
GW&K Investment Management, LLC 0.29% Reduce -1.6% 799,303 $36.7M
Trexquant Investment LP 0.22% Add +136.3% 770,635 $35.4M
Rhumbline Advisers 0.03% Reduce -1.9% 743,484 $34.2M
Algert Global LLC 0.37% Add +25.0% 679,282 $31.2M
Bank of Nova Scotia 0.05% Add +74.3% 651,261 $29.9M
Principal Financial Group Inc. 0.01% Add +0.9% 632,977 $29.1M
Wells Fargo & Company 0.01% Add +2.7% 632,521 $29.1M
Basswood Capital Management, L.L.C. 1.18% Add +4.3% 597,680 $27.5M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -23.9% 588,207 $27.0M
Swiss National Bank 0.01% Add +1.3% 556,020 $25.5M
First Trust Advisors LP 0.01% Add +3.3% 547,973 $25.2M
California Public Employees Retirement System 0.01% Add +3.5% 530,827 $24.4M
Deutsche Bank AG 0.01% Add +1269.5% 524,428 $24.1M
Alyeska Investment Group, L.P. 0.06% New 502,039 $23.1M
Interval Partners, LP 0.71% Add +15.5% 483,757 $22.2M
Danica Pension, Livsforsikringsaktieselskab 0.35% Reduce -25.1% 477,879 $22.0M
Legal & General Group Plc 0.00% Reduce -0.2% 450,825 $20.7M
Soros Fund Management 0.36% Reduce -39.0% 442,344 $20.3M
Franklin Resources Inc. 0.00% Reduce -7.0% 427,545 $19.6M
Balyasny Asset Management L.P. 0.04% Add +11.1% 417,058 $19.2M
Citadel Advisors 0.01% Reduce -74.9% 401,936 $18.5M
Tocqueville Asset Management L.P. 0.23% Add +1.1% 383,311 $17.6M
Loews Corp 0.13% No change 360,000 $16.5M
Man Group plc 0.03% Add +214.1% 357,094 $16.4M
Acadian Asset Management LLC 0.02% Reduce -35.4% 348,424 $16.0M
HRT Financial LP 0.03% Reduce -6.5% 348,175 $16.0M
SEB Asset Management AB 0.06% Add +297.4% 344,549 $15.8M
Victory Capital Management Inc. 0.01% Add +3.0% 334,173 $15.4M
Susquehanna Fundamental Investments, LLC 0.28% New 324,178 $14.9M
Private Management Group Inc. 0.38% Reduce -24.1% 315,899 $14.5M
California State Teachers Retirement System 0.01% Reduce -2.9% 311,998 $14.3M
Envestnet Asset Management Inc. 0.00% Add +4.3% 305,006 $14.0M
Millennium Management 0.01% Reduce -85.3% 298,195 $13.7M
Alliancebernstein L.P. 0.00% Reduce -25.9% 346,682 $13.6M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -18.2% 293,993 $13.5M
Walleye Capital LLC 0.07% Reduce -82.0% 290,249 $13.3M
Retirement Systems of Alabama 0.04% Reduce -16.2% 288,497 $13.3M
T. Rowe Price Associates Inc. 0.00% Add +7.2% 277,128 $12.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +9.3% 276,910 $12.7M
Amundi 0.00% Add +183.5% 274,754 $12.6M
Prudential Financial Inc. 0.01% Reduce -72.2% 268,352 $12.3M
Two Sigma Investments, LP 0.01% Reduce -3.7% 258,870 $11.9M
State Board of Administration of Florida Retirement System 0.02% Add +1.3% 257,282 $11.8M
MetLife Investment Management, LLC 0.05% Reduce -0.3% 256,654 $11.8M
BW Gestao de Investimentos Ltda. 0.28% Add +34.2% 254,950 $11.7M
Kestra Private Wealth Services, LLC 0.12% Reduce -0.3% 234,845 $10.8M
Voya Investment Management LLC 0.01% Add +321.1% 228,364 $10.5M
Corient Private Wealth LP 0.01% Add +2.9% 227,844 $10.5M
Chou Associates Management Inc. 4.78% No change 225,525 $10.4M
Meeder Asset Management Inc. 0.53% Add +33.5% 223,625 $10.3M
State of Wisconsin Investment Board 0.02% Add +10.0% 219,270 $10.1M
Leeward Investments, LLC - MA 0.45% Reduce -5.4% 215,370 $9.9M
Manufacturers Life Insurance Company, The 0.01% Add +1.6% 204,093 $9.4M
Old National Bancorp 0.18% Reduce -52.5% 199,800 $9.2M
Ceredex Value Advisors LLC 0.26% Reduce -11.8% 198,850 $9.1M
SG Americas Securities, LLC 0.01% Add +373.9% 195,496 $9.0M
Gateway Investment Advisers LLC 0.09% Add +41.6% 188,854 $8.7M
Mariner, LLC 0.01% Add +35.2% 184,325 $8.5M
Vanguard Global Advisers, LLC 0.00% Reduce -3.5% 172,459 $7.9M
Raymond James Financial Inc. 0.00% Reduce -18.5% 172,436 $7.9M
Royal Bank of Canada 0.00% Add +5.7% 169,487 $7.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.5% 169,044 $7.8M
Agf Management Ltd. 0.03% Reduce -31.3% 167,277 $7.7M
LPL Financial LLC 0.00% Reduce -5.3% 163,880 $7.5M
APG Asset Management N.V. 0.02% Add +38.1% 185,963 $7.5M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -7.5% 161,394 $7.4M
Asset Management Advisors, LLC 4.06% Reduce -3.8% 159,750 $7.3M
Alberta Investment Management Corp 0.05% New 157,900 $7.3M
Mercer Global Advisors Inc. 0.01% Add +32.8% 153,631 $7.1M
Worldquant Millennium Advisors LLC 0.02% New 150,613 $6.9M
Quantbot Technologies LP 0.27% New 150,464 $6.9M
Renaissance Technologies 0.01% New 147,900 $6.8M
Fifth Third Bancorp 0.01% Reduce -7.0% 147,498 $6.8M
Gabelli Funds LLC 0.04% Add +2.4% 146,960 $6.8M
Calydon Capital 0.99% Reduce -1.0% 146,722 $6.7M
Storebrand Asset Management As 0.02% No change 143,970 $6.6M
Y-Intercept (Hong Kong) Ltd 0.13% Add +2.9% 139,661 $6.4M
New York State Common Retirement Fund 0.01% No change 136,792 $6.3M
Intech Investment Management LLC 0.06% Reduce -47.3% 136,587 $6.3M
Squarepoint Ops LLC 0.01% Add +9.8% 136,108 $6.3M
Citigroup Inc. 0.00% Reduce -28.5% 134,054 $6.2M
Cerity Partners LLC 0.01% Add +5.4% 133,619 $6.1M
New York State Teachers Retirement System 0.01% Add +51.8% 133,024 $6.1M
Schroder Investment Management Group 0.00% Add +10.6% 127,987 $6.0M
Entropy Technologies, LP 0.24% Add +1661.8% 129,210 $5.9M
Jefferies Financial Group Inc. 0.05% Add +2252.9% 126,330 $5.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.9% 124,406 $5.7M
Amalgamated Bank 0.04% Reduce -4.7% 124,098 $5.7M
Creative Planning 0.00% Add +17.3% 118,247 $5.4M
Treasurer of the State of North Carolina 0.01% Reduce -0.3% 117,833 $5.4M
Oppenheimer Asset Management Inc. 0.06% Reduce -3.1% 116,244 $5.3M
American Assets Investment Management, LLC 0.32% No change 115,000 $5.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.4% 111,998 $5.1M
Stifel Financial Corp. 0.00% Add +253.1% 111,678 $5.1M
English Capital Management LLC 2.43% No change 110,562 $5.1M
Philip James Wealth Mangement, LLC 0.59% Reduce -5.2% 109,742 $5.0M
Legacy Trust 0.87% Add +2.4% 106,778 $4.9M
Trillium Asset Management, LLC 0.15% Add +9.8% 106,333 $4.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 105,803 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -3.8% 103,535 $4.8M
Voloridge Investment Management, LLC 0.02% New 101,403 $4.7M
Ieq Capital, LLC 0.02% Add +29.5% 101,022 $4.6M
OneDigital Investment Advisors LLC 0.04% Reduce -11.1% 100,631 $4.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.26% Add +237.0% 99,616 $4.6M
Public Employees Retirement System of Ohio 0.01% Add +1.4% 96,634 $4.4M
Ossiam 0.06% Add +642.0% 96,293 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 92,553 $4.3M
Teachers Retirement System of the State of Kentucky 0.03% Add +12.4% 89,430 $4.1M
Handelsbanken Fonder AB 0.01% No change 85,500 $3.9M
State of New Jersey Common Pension Fund D 0.01% No change 85,246 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -7.3% 84,682 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +72.1% 91,266 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.3% 81,844 $3.8M
Louisiana State Employees Retirement System 0.06% Add +0.3% 81,600 $3.7M
Barclays PLC 0.00% Reduce -42.3% 81,428 $3.7M
Focus Partners Wealth 0.00% Add +71.7% 80,084 $3.7M
Daytona Street Capital LLC 2.69% Add +0.4% 80,464 $3.7M
Cetera Investment Advisers 0.00% Add +2.7% 77,385 $3.6M
Arizona State Retirement System 0.02% Add +0.4% 76,467 $3.5M
Sterling Capital Management LLC 0.06% Add +426.2% 75,634 $3.5M
HSBC Holdings PLC 0.00% Reduce -30.9% 73,390 $3.4M
Vanguard Investments Australia, Ltd. 0.01% No change 72,238 $3.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 71,100 $3.3M
Rockefeller Capital Management L.P. 0.01% Reduce -1.1% 70,323 $3.2M
SummitTX Capital, L.P. 0.08% Add +54.6% 70,015 $3.2M
State of Wyoming 0.32% Add +16.5% 69,522 $3.2M
Gsa Capital Partners LLP 0.20% Add +18.4% 68,249 $3.1M
HighTower Advisors, LLC 0.00% Reduce -10.3% 67,663 $3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.1% 66,778 $3.1M
State of Michigan Retirement System 0.01% Reduce -3.5% 65,200 $3.0M
Janney Montgomery Scott LLC 0.01% Add +0.5% 64,697 $3.0M
KLP Kapitalforvaltning As 0.01% Add +2.8% 62,800 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 62,745 $2.9M
Captrust Financial Advisors 0.00% Add +5.0% 60,074 $2.8M
Dark Forest Capital Management LP 0.18% New 59,109 $2.7M
Vinva Investment Management Ltd 0.02% Reduce -25.0% 39,432 $2.7M
Emerald Investment Advisers, LLC 0.18% Add +80.8% 58,721 $2.7M
Rothschild Investment LLC 0.10% Add +36.3% 58,303 $2.7M
Oregon Public Employees Retirement Fund 0.03% No change 57,612 $2.6M
Walleye Trading LLC 0.04% Reduce -37.4% 57,435 $2.6M
DekaBank Deutsche Girozentrale 0.00% No change 68,032 $2.6M
Osaic Holdings, Inc. 0.00% Add +17.2% 57,014 $2.6M
Concurrent Investment Advisors, LLC 0.02% Add +9.7% 56,599 $2.6M
Flputnam Investment Management Co. 0.03% Add +8.5% 55,361 $2.5M
RBF Capital, LLC 0.11% Add +120.0% 55,000 $2.5M
New Mexico Educational Retirement Board 0.06% No change 53,800 $2.5M
Truist Financial Corp. 0.00% Reduce -1.2% 53,569 $2.5M
Glenmede Trust Co. NA 0.01% Add +2.4% 53,057 $2.4M
Waterfront Wealth Inc. 0.37% Add +0.6% 52,201 $2.4M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.7% 51,335 $2.4M
Integrated Wealth Concepts LLC 0.02% Add +2.0% 50,534 $2.3M
Exchange Traded Concepts, LLC 0.01% Add +39.5% 50,151 $2.3M
Gallagher Capital Advisors, LLC 1.32% New 50,000 $2.3M
1834 Investment Advisors Co. 0.26% Reduce -20.9% 49,911 $2.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +1.7% 48,349 $2.2M
PNC Financial Services Group, Inc. 0.00% Add +11.2% 48,230 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -6.7% 48,307 $2.2M
Tweedy, Browne Co LLC 0.16% Add +41.1% 47,288 $2.2M
Global Retirement Partners, LLC 0.03% — 46,705 $2.1M
HITE Hedge Asset Management LLC 0.12% Add +116.4% 46,556 $2.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -62.9% 46,279 $2.1M
Mackenzie Financial Corp. 0.00% New 45,444 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +2.2% 44,996 $2.1M
Teacher Retirement System of Texas 0.01% Add +14.3% 44,982 $2.1M
PDT Partners, LLC 0.11% Reduce -51.8% 44,842 $2.1M
Pacer Advisors, Inc. 0.01% Add +33.5% 44,493 $2.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +744.3% 44,173 $2.0M
Allstate Corp. 0.02% Add +2.5% 43,771 $2.0M
Barnett & Company, Inc. 1.48% Reduce -2.5% 43,625 $2.0M
Summit Trail Advisors, LLC 0.02% Add +14.0% 42,420 $1.9M
FJ Capital Management LLC 0.25% New 42,195 $1.9M
Utah Retirement Systems 0.02% Reduce -6.8% 42,167 $1.9M
Pictet Asset Management Holding SA 0.00% Reduce -10.2% 41,483 $1.9M
Pathstone Holdings, LLC 0.01% Add +2.3% 40,945 $1.9M
Bank of Montreal 0.00% Reduce -42.4% 38,774 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -4.2% 38,219 $1.8M
BTC Capital Management, Inc. 0.10% Add +12.5% 36,322 $1.7M
Picton Mahoney Asset Management 0.02% New 36,006 $1.7M
Xponance LLC 0.01% Reduce -2.1% 35,939 $1.7M
Parallax Volatility Advisers, L.P. 0.07% Add +27.5% 35,830 $1.6M
Credit Agricole S A 0.00% Reduce -15.5% 35,222 $1.6M
New York Life Investment Management LLC 0.01% Add +3.3% 34,869 $1.6M
Jane Street Group, LLC 0.00% Reduce -81.7% 33,791 $1.6M
F/m Investments LLC 0.08% Reduce -0.5% 32,822 $1.5M
Diversified Trust Co. 0.02% Reduce -20.5% 31,667 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -7.1% 31,482 $1.4M
&partners 0.01% Add +83.3% 31,023 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -54.8% 28,400 $1.3M
Capital Fund Management S.A. 0.01% Reduce -80.8% 27,744 $1.3M
Numerai GP LLC 0.10% Reduce -9.7% 27,358 $1.3M
XTX Topco Ltd 0.02% Reduce -66.6% 27,349 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -1.7% 27,331 $1.3M
Lee Financial Co 0.16% Reduce -0.3% 27,288 $1.3M
Public Employees Retirement Association of Colorado 0.00% No change 27,213 $1.3M
NewSquare Capital LLC 0.09% Add +13.1% 27,055 $1.2M
Bailard, Inc. 0.03% Add +0.0% 26,846 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Add +23.6% 26,619 $1.2M
Capstone Investment Advisors, LLC 0.01% Add +52.0% 26,207 $1.2M
Merit Financial Group, LLC 0.01% Add +27.8% 25,432 $1.2M
Centaurus Financial, Inc. 0.05% Add +5.9% 25,429 $1.2M
Prospera Financial Services Inc 0.02% Reduce -3.0% 25,385 $1.2M
Legacy Financial Advisors, Inc. 0.14% Reduce -4.1% 25,339 $1.2M
Brevan Howard Capital Management LP 0.02% New 24,949 $1.1M
Chung Wu Investment Group, LLC 0.74% Reduce -3.7% 24,640 $1.1M
AIA Group Ltd 0.01% Reduce -32.3% 24,278 $1.1M
Havemeyer Place LP 0.11% New 23,984 $1.1M
Waverly Advisors, LLC 0.01% Add +1.3% 23,749 $1.1M
Qsemble Capital Management, LP 0.14% Add +81.7% 23,683 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +60.4% 24,691 $1.1M
Capital Financial Group Inc\co\ 0.57% Add +121.8% 23,585 $1.1M
Ethic Inc. 0.01% Add +0.1% 23,540 $1.1M
Sara-Bay Financial 0.28% No change 23,084 $1.1M
X-Square Capital, LLC 0.27% Add +0.1% 23,075 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +65.9% 22,820 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -68.9% 22,650 $1.0M
Illinois Municipal Retirement Fund 0.01% New 22,306 $1.0M
Federated Hermes, Inc. 0.00% Reduce -1.9% 21,990 $1.0M
TT Capital Management LLC 0.78% Reduce -0.9% 21,844 $1.0M
Great Lakes Advisors, LLC 0.01% Reduce -64.6% 21,235 $976K
MML Investors Services, LLC 0.00% Add +11.9% 20,953 $963K
Securian Asset Management, Inc. 0.03% Reduce -0.6% 20,570 $939K
Axq Capital, LP 0.10% New 19,829 $911K
Bleakley Financial Group, LLC 0.01% Add +83.5% 19,532 $897K
Hudson Portfolio Management LLC 0.67% Reduce -0.6% 19,414 $892K
Summit Financial, LLC 0.01% New 19,390 $891K
Baird Financial Group, Inc. 0.00% Reduce -1.2% 19,062 $876K
Fiduciary Trust Co 0.01% Reduce -4.1% 19,059 $876K
Fulton Bank, N.A. 0.03% Reduce -0.4% 18,832 $865K
Caxton Associates LLP 0.02% New 18,820 $865K
Tower Research Capital LLC (TRC) 0.02% Add +31.1% 18,708 $860K
Swiss Life Asset Management Ltd 0.00% Add +11.5% 18,231 $838K
Crossmark Global Holdings, Inc. 0.01% No change 17,942 $824K
QRG Capital Management, Inc. 0.01% Add +7.4% 17,869 $821K
Trust Co. of Toledo NA 0.07% Add +12.3% 17,649 $811K
Lido Advisors, LLC 0.00% Add +23.7% 17,495 $804K
Panagora Asset Management Inc. 0.00% New 17,353 $797K
Frec Markets, Inc. 0.07% Add +91.4% 17,218 $791K
Syon Capital LLC 0.03% Add +24.4% 17,177 $789K
Total Wealth Planning & Management, Inc. 0.56% Add +13.7% 16,794 $772K
Daiwa Securities Group Inc. 0.00% Add +2.3% 16,531 $760K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.0% 16,322 $750K
Straightline Group LLC 0.35% Reduce -10.8% 16,291 $749K
Caprock Group, LLC 0.01% Add +18.0% 16,264 $747K
Jump Financial, LLC 0.01% Reduce -91.9% 15,813 $727K
Trail Ridge Investment Advisors, LLC 0.30% Reduce -1.5% 15,502 $712K
Lazard Asset Management LLC 0.00% Add +6.1% 15,400 $708K
Assetmark, Inc. 0.00% Add +0.5% 14,367 $660K
Brighton Jones LLC 0.01% Add +7.6% 14,258 $655K
Maryland State Retirement & Pension System 0.01% Add +11.1% 14,245 $655K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +61.3% 14,148 $650K
KBC Group NV 0.00% No change 14,139 $650K
Focus Partners Advisor Solutions, LLC 0.01% Add +50.2% 14,101 $648K
Inceptionr LLC 0.16% New 14,063 $646K
Nordea Investment Management AB 0.00% New 13,828 $645K
DNB Asset Management AS 0.00% No change 13,785 $633K
Retirement Planning Co of New England, Inc. 0.23% Reduce -4.6% 13,620 $626K
M&T Bank Corp 0.00% Add +53.7% 13,615 $626K
Kestra Advisory Services, LLC 0.00% Reduce -7.3% 13,582 $624K
Signaturefd, LLC 0.01% Reduce -2.0% 13,503 $620K
Waldron Private Wealth LLC 0.02% No change 13,500 $620K
HB Wealth Management, LLC 0.00% Add +22.0% 13,387 $615K
EP Wealth Advisors, LLC 0.00% Reduce -67.5% 13,270 $610K
Sequoia Financial Advisors, LLC 0.00% Add +4.3% 13,197 $606K
Argent Trust Co 0.02% Reduce -2.5% 13,177 $605K
Empowered Funds, LLC 0.00% Reduce -35.5% 13,098 $602K
Callan Family Office, LLC 0.01% Reduce -31.9% 13,067 $600K
Allworth Financial LP 0.00% Add +36.8% 12,952 $595K
Kera Capital Partners, Inc. 0.06% Add +24.3% 12,660 $582K
Koshinski Asset Management, Inc. 0.03% No change 12,651 $581K
Ensign Peak Advisors, Inc 0.00% No change 12,573 $578K
HUB Investment Partners, LLC 0.01% Add +38.7% 12,489 $574K
Optimize Financial Inc. 0.21% Reduce -0.3% 12,470 $573K
Sound Capital Solutions LLC 0.13% — 12,470 $573K
Meridian Investment Counsel Inc. 0.12% Reduce -3.9% 12,450 $572K
Arax Advisory Partners 0.00% Add +17.5% 12,444 $572K
Sivia Capital Partners, LLC 0.07% New 12,303 $565K
Aaron Wealth Advisors LLC 0.03% Add +3.2% 12,269 $564K
Fox Run Management, L.L.C. 0.09% New 12,237 $562K
GAMMA Investing LLC 0.02% Add +16.2% 12,097 $556K
Machina Capital S.A.S. 0.09% Add +91.1% 12,042 $553K
SkyView Investment Advisors, LLC 0.43% Reduce -92.5% 12,000 $551K
Oliver Luxxe Assets LLC 0.08% Add +36.6% 11,639 $535K
Hantz Financial Services, Inc. 0.01% Add +33.5% 11,590 $533K
MAI Capital Management 0.00% Add +91.3% 11,457 $526K
Engineers Gate Manager LP 0.01% Reduce -55.4% 11,426 $525K
Dynamic Technology Lab Private Ltd 0.12% New 11,383 $523K
Two Sigma Securities, LLC 0.04% New 11,335 $521K
ProShare Advisors LLC 0.00% Reduce -2.3% 11,003 $506K
Citizens Financial Group Inc. 0.01% Add +34.1% 10,869 $499K
Susquehanna International Group, LLP 0.00% Reduce -90.3% 10,818 $497K
Baker Avenue Asset Management, LP 0.01% Add +65.0% 10,742 $494K
Aristeia Capital, L.L.C. 0.02% New 10,671 $490K
JFS Wealth Advisors, LLC 0.02% Reduce -7.8% 10,394 $478K
Quantitative Investment Management, LLC 0.05% New 10,322 $474K
Certuity, LLC 0.02% Add +40.6% 10,075 $463K
True North Advisors, LLC 0.04% Add +3.2% 9,965 $458K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +1.5% 9,935 $457K
Snowden Capital Advisors LLC 0.01% Reduce -0.9% 9,865 $453K
CIBC Asset Management Inc 0.00% No change 9,543 $439K
Meeder Advisory Services, Inc. 0.02% Add +10.2% 9,460 $435K
Advisory Services Network, LLC 0.00% Add +7.3% 9,406 $432K
Compound Planning, Inc. 0.01% Add +24.2% 9,398 $432K
Ritholtz Wealth Management 0.01% Add +1.9% 9,357 $430K
Blackstone Inc. 0.00% New 9,115 $419K
Shelton Capital Management 0.01% Reduce -2.7% 9,089 $418K
Farther Finance Advisors, LLC 0.00% Add +19.6% 8,965 $412K
Asset Management One Co., Ltd. 0.00% New 8,919 $410K
Commerce Bank 0.00% Reduce -15.5% 8,915 $410K
Affinity Wealth Management LLC 0.05% Add +1.5% 8,878 $408K
NewEdge Advisors, LLC 0.00% Add +422.0% 8,842 $406K
Choreo, LLC 0.00% Add +19.8% 8,617 $396K
Praxis Investment Management Inc. 0.02% No change 8,477 $390K
Quadrant Capital Group LLC 0.01% No change 8,478 $390K
Quent Capital, LLC 0.02% Reduce -0.2% 8,330 $383K
North Dakota State Investment Board 0.02% Add +1.8% 8,207 $377K
Hamilton Capital Partners Inc. 0.01% Reduce -28.1% 8,179 $376K
German American Bancorp, Inc. 0.03% Reduce -0.2% 8,096 $372K
Cresset Asset Management, LLC 0.00% Add +6.5% 8,027 $369K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.6% 7,960 $366K
STRS Ohio 0.00% Add +20.0% 7,921 $364K
US Bancorp \de 0.00% Reduce -3.9% 7,792 $358K
EntryPoint Capital, LLC 0.09% No change 7,703 $354K
Beacon Pointe Advisors, LLC 0.00% Add +46.5% 7,604 $349K
Blair William & Co. 0.00% New 7,596 $349K
Crestwood Advisors Group, LLC 0.01% New 7,528 $346K
Cidel Asset Management Inc. 0.02% No change 7,521 $346K
NorthCrest Asset Manangement, LLC 0.01% New 7,573 $342K
Mirabella Financial Services LLP 0.04% New 7,416 $341K
Evolve Private Wealth, LLC 0.02% New 7,347 $338K
OpenArc Corporate Advisory, LLC 0.00% Add +5.2% 7,298 $335K
Counterpoint Mutual Funds LLC 0.03% Reduce -10.9% 7,231 $332K
Pallas Capital Advisors LLC 0.01% Add +29.4% 7,155 $329K
Fortis Capital Advisors, LLC 0.04% Add +5.3% 7,025 $323K
Belpointe Asset Management LLC 0.01% Add +5.3% 7,025 $323K
Headlands Technologies LLC 0.03% New 6,937 $319K
Greenleaf Trust 0.00% Reduce -0.4% 6,890 $317K
Alphadyne Asset Management LP 0.01% New 6,880 $316K
Versant Capital Management, Inc 0.03% Add +17.5% 6,869 $316K
CFM Wealth Partners LLC 0.04% No change 6,655 $306K
Nykredit A/S 0.00% — 6,627 $305K
NewEdge Wealth, LLC 0.00% New 6,587 $303K
Sweeney & Michel, LLC 0.08% Reduce -0.6% 6,857 $300K
Inscription Capital, LLC 0.03% Add +11.2% 6,515 $299K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 6,476 $298K
Krilogy Financial LLC 0.01% New 6,428 $295K
Clear Creek Financial Management, LLC 0.02% New 6,364 $292K
Waddell & Associates, LLC 0.01% New 6,328 $291K
Evergreen Capital Management LLC 0.01% Reduce -4.1% 6,319 $290K
Bull Harbor Capital LLC 0.06% New 6,211 $285K
Davis Investment Partners, LLC 0.08% No change 6,050 $278K
Trust Co. of Oklahoma 0.07% No change 5,800 $267K
Colonial River Investments, LLC 0.08% Reduce -5.0% 5,773 $265K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +7.1% 5,742 $264K
Caisse Des Depots Et Consignations 0.00% No change 5,704 $262K
Trajan Wealth LLC 0.01% Reduce -6.0% 5,627 $259K
Pinebridge Investments LLC 0.00% Reduce -83.7% 5,624 $258K
First Horizon Corp. 0.01% Reduce -0.3% 5,534 $254K
AlphaCore Capital LLC 0.00% New 5,528 $254K
Integrated Quantitative Investments LLC 0.04% New 5,297 $243K
Legato Capital Management LLC 0.02% New 5,297 $243K
Sagewood Asset Management LP 0.05% New 5,242 $241K
Seeds Investor LLC 0.02% Add +5.8% 5,226 $240K
Profund Advisors LLC 0.01% Add +1.9% 5,201 $239K
Gladstone Institutional Advisory LLC 0.01% Reduce -1.6% 5,166 $237K
nVerses Capital, LLC 0.36% Reduce -74.3% 5,120 $235K
Vident Advisory, LLC 0.00% New 5,093 $234K
Vise Technologies, Inc. 0.00% New 5,081 $233K
Apollon Wealth Management, LLC 0.00% New 5,056 $232K
Centiva Capital, LP 0.01% Reduce -38.3% 5,051 $232K
Mission Wealth Management, LP 0.00% New 5,046 $232K
Independent Financial Group, LLC 0.00% Reduce -45.5% 4,934 $227K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -68.1% 4,916 $226K
Principle Wealth Partners LLC 0.01% New 4,900 $225K
Cibc World Market Inc. 0.00% New 4,884 $224K
Cahill Financial Advisors Inc. 0.02% New 4,796 $220K
Guggenheim Capital LLC 0.00% New 4,793 $220K
Anchor Investment Management, LLC 0.02% No change 4,753 $218K
Wedmont Private Capital 0.01% New 4,748 $216K
Checchi Capital Advisers, LLC 0.01% New 4,677 $215K
Hancock Whitney Corp. 0.00% No change 4,669 $215K
Sagespring Wealth Partners, LLC 0.00% New 4,611 $212K
Savant Capital, LLC 0.00% New 4,616 $211K
Graham Capital Management, L.P. 0.01% New 4,553 $209K
Silvercrest Asset Management Group LLC 0.00% New 4,500 $207K
Elevation Point Wealth Partners, LLC 0.00% New 4,490 $206K
Wellington-Altus USA Inc. 0.15% Reduce -1.1% 5,202 $204K
Parallel Advisors, LLC 0.00% Reduce -7.6% 4,399 $202K
Rafferty Asset Management, LLC 0.00% New 4,395 $202K
Riverwater Partners LLC 0.06% New 4,387 $202K
Park Avenue Securities LLC 0.00% New 4,374 $201K
United Capital Financial Advisors, LLC 0.00% Reduce -25.1% 4,371 $201K
Dorsey & Whitney Trust CO LLC 0.01% New 4,363 $200K
Optas, LLC 0.03% New 4,358 $200K
Atlas Capital Advisors Inc. 0.02% Add +134.6% 4,225 $194K
IFP Advisors, Inc 0.00% Add +35.6% 4,049 $186K
Larson Financial Group LLC 0.00% Add +83.9% 3,959 $182K
Leonteq Securities AG 0.01% Reduce -33.4% 3,927 $180K
Nisa Investment Advisors, LLC 0.00% Reduce -83.3% 3,837 $176K
Nomura Asset Management Co. Ltd. 0.00% Reduce -47.1% 3,740 $172K
Westpac Banking Corp. 0.01% Reduce -1.8% 3,677 $169K
UMB Bank, n.a. 0.00% Reduce -1.2% 3,610 $166K
LRI Investments, LLC 0.01% Reduce -1.5% 3,506 $161K
Eurizon Capital SGR S.p.A. 0.00% No change 3,285 $155K
Bayforest Capital Ltd 0.13% Add +105.2% 3,141 $144K
Triumph Capital Management 0.03% Reduce -3.1% 3,133 $144K
Horizon Investments, LLC 0.00% Add +17.5% 2,871 $131K
McGuire Capital Advisors Inc. 0.07% Reduce -59.6% 2,805 $129K
EverSource Wealth Advisors, LLC 0.00% Reduce -16.0% 2,724 $125K
Harbour Investments, Inc. 0.00% Add +0.3% 2,410 $111K
Bessemer Group Inc. 0.00% Add +29.3% 2,390 $110K
Bfsg, LLC 0.01% Reduce -29.6% 2,335 $107K
Deseret Mutual Benefit Administrators 0.03% Reduce -13.0% 2,140 $98K
MV Capital Management, Inc. 0.01% Reduce -0.1% 1,745 $80K
Huntington National Bank 0.00% Add +234.3% 1,688 $78K
Community Bank, N.A. 0.01% No change 1,572 $72K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -43.8% 1,570 $72K
Smartleaf Asset Management LLC 0.00% No change 1,398 $66K
Covestor Ltd 0.04% Add +174.4% 1,438 $66K
Farmers & Merchants Investments Inc. 0.00% No change 1,362 $63K
SJS Investment Consulting Inc. 0.01% Add +30.6% 1,331 $61K
Westside Investment Management, Inc. 0.01% No change 1,288 $59K
Institute for Wealth Management, LLC. 0.01% New 1,233 $57K
Philadelphia Investment Partners, LLC 0.03% No change 1,160 $53K
Brown Brothers Harriman & Co. 0.00% No change 1,052 $48K
Spire Wealth Management 0.00% Add +3.0% 1,043 $48K
True Wealth Design, LLC 0.01% Add +30.9% 966 $44K
Basecamp Wealth Advisors LLC 0.01% Add +2.8% 960 $44K
SBI Securities Co., Ltd. 0.00% Add +11.9% 960 $44K
WPG Advisers, LLC 0.02% Reduce -0.5% 833 $38K
CX Institutional 0.00% Add +7.8% 819 $38K
Harvest Fund Management Co., Ltd 0.00% Reduce -3.1% 808 $37K
Geneos Wealth Management Inc. 0.00% No change 778 $36K
Trust Co. of Vermont 0.00% — 774 $36K
Mather Group, Llc. 0.00% No change 772 $35K
TD Waterhouse Canada Inc. 0.00% Reduce -88.1% 761 $35K
Essential Partners LLC 0.02% Add +84.8% 756 $35K
Private Trust Co. NA 0.00% Reduce -7.3% 713 $33K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.0% 628 $29K
Bullock Wealth Management Group 0.01% Reduce -54.9% 613 $28K
Grove Bank & Trust 0.00% No change 607 $28K
Clearstead Advisors, LLC 0.00% Add +796.9% 583 $27K
CVA Family Office, LLC 0.00% Add +14.5% 560 $26K
Cedar Mountain Advisors, LLC 0.00% No change 554 $25K
Elevation Wealth Partners, LLC 0.01% Add +669.1% 523 $24K
Fiduciary Financial Advisors 0.00% New 518 $24K
Investors Portfolio Services LLC 0.02% No change 509 $23K
Plante Moran Financial Advisors, LLC 0.00% Add +1.0% 502 $23K
Danske Bank A/S 0.00% No change 500 $23K
JPL Wealth Management, LLC 0.00% No change 480 $22K
Creative Financial Designs Inc. 0.00% Add +0.7% 432 $20K
Thompson Investment Management, Inc. 0.00% New 400 $18K
First Financial Corp. 0.01% No change 342 $16K
Rossby Financial, LCC 0.00% Reduce -6.1% 306 $14K
Salomon & Ludwin, LLC 0.00% No change 292 $13K
Blue Trust, Inc. 0.00% Reduce -83.9% 272 $12K
Activest Wealth Management 0.00% No change 269 $12K
Transamerica Financial Advisors, LLC 0.00% Add +1.6% 254 $12K
Keating Financial Advisory Services, Inc. 0.00% Add +43.1% 239 $11K
Abound Wealth Management 0.00% No change 227 $10K
Bokf, NA 0.00% New 223 $10K
North Star Investment Management Corp. 0.00% Add +5.8% 218 $10K
Signature Equity Partners, LLC 0.00% Reduce -46.4% 217 $10K
Strategic Investment Solutions, Inc. 0.00% No change 217 $10K
CoreCap Advisors, LLC 0.00% Add +11.6% 211 $10K
Key Capital Management, INC 0.00% New 200 $9K
Clean Yield Group 0.00% No change 200 $9K
Capital Advisors, Ltd. LLC 0.00% No change 186 $9K
Fortitude Family Office, LLC 0.00% Reduce -7.9% 187 $9K
Manchester Capital Management LLC 0.00% No change 183 $8K
Ancora Advisors LLC 0.00% Reduce -44.3% 182 $8K
Parkside Financial Bank & Trust 0.00% Add +19.9% 181 $8K
Nemes Rush Group LLC 0.00% Add +0.6% 181 $8K
Brown, Lisle/Cummings, Inc. 0.00% Add +26.2% 178 $8K
Kingdom Financial Group LLC. 0.00% Add +0.6% 167 $8K
MassMutual Private Wealth & Trust, FSB 0.00% No change 155 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -12.7% 151 $7K
Hollencrest Capital Management 0.00% No change 150 $7K
Zions Bancorporation, National Association 0.00% Reduce -93.4% 141 $6K
TD Private Client Wealth LLC 0.00% Add +31.1% 135 $6K
HM Payson & Co. 0.00% No change 120 $6K
Clearstead Trust, LLC 0.00% Add +314.3% 116 $5K
Rialto Wealth Management, LLC 0.00% Add +109.4% 111 $5K
High Note Wealth, LLC 0.00% No change 106 $5K
IFS Advisors, LLC 0.00% No change 100 $5K
Creative Capital Management Investments LLC 0.00% New 99 $5K
Cornerstone Planning Group LLC 0.00% No change 98 $4K
SouthState Bank Corp 0.00% Add +14.8% 93 $4K
Cromwell Holdings LLC 0.00% Add +100.0% 92 $4K
Torren Management, LLC 0.00% No change 92 $4K
Coston, McIsaac & Partners 0.00% No change 97 $4K
Ares Financial Consulting, LLC 0.00% No change 84 $4K
Copia Wealth Management 0.00% Reduce -59.2% 82 $4K
Bare Financial Services, Inc 0.00% Add +50.0% 81 $4K
Asset Dedication, LLC 0.00% New 80 $4K
Marshall Investment Management, LLC 0.00% New 78 $4K
Valued Wealth Advisors LLC 0.00% Add +15.2% 76 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +47.9% 71 $3K
Principia Wealth Advisory, LLC 0.00% Add +12.9% 70 $3K
Raffa Wealth Management, LLC 0.00% Add +7.9% 68 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 68 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 81 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 64 $3K
Private Wealth Asset Management, LLC 0.00% New 60 $3K
Cape Investment Advisory, Inc. 0.00% New 57 $3K
Physician Wealth Advisors, Inc. 0.00% Add +111.5% 55 $3K
Quarry LP 0.00% New 55 $3K
First Command Advisory Services, Inc. 0.00% No change 55 $3K
Continuum Advisory, LLC 0.00% New 53 $2K
Bogart Wealth, LLC 0.00% Reduce -19.7% 53 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -5.4% 53 $2K
Private Wealth Management Group, LLC 0.00% No change 52 $2K
LifeSteps Financial, Inc. 0.00% New 50 $2K
Owl Creek Wealth Partners LLC 0.00% Add +66.7% 50 $2K
City State Bank 0.00% No change 50 $2K
HFM Investment Advisors, LLC 0.00% Add +104.2% 49 $2K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -9.3% 49 $2K
CENTRAL TRUST Co 0.00% New 48 $2K
Bell Investment Advisors, Inc 0.00% No change 41 $2K
Archer Investment Corp 0.00% No change 40 $2K
GHP Investment Advisors, Inc. 0.00% No change 39 $2K
JNBA Financial Advisors 0.00% No change 38 $2K
Silver Grove Financial Group, Inc. 0.00% New 35 $2K
Cornerstone Financial Management LLC 0.00% No change 31 $1K
Elevated Capital Advisors, LLC 0.00% No change 31 $1K
Highline Wealth Partners LLC 0.00% Add +86.7% 28 $1K
Retirement Wealth Solutions LLC 0.00% No change 27 $1K
SWAN Capital LLC 0.00% No change 26 $1K
Ameriflex Group, Inc. 0.00% New 25 $1K
SHP Wealth Management 0.00% Add +66.7% 25 $1K
Dunhill Financial, LLC 0.00% No change 22 $1K
Avion Wealth 0.00% Add +92.3% 25 $1K
Roble, Belko & Company, Inc 0.00% No change 29 $1K
Hughes Financial Services, LLC 0.00% Add +90.9% 21 $965
1015 Capital Partners, LLC 0.00% No change 19 $873
Planning Strategies Inc. 0.00% — 19 $873
Key Financial Inc 0.00% No change 18 $827
DecisionPoint Financial, LLC 0.00% Add +166.7% 16 $738
Financial Management Professionals, Inc. 0.00% No change 16 $735
Pacific Center for Financial Services 0.00% No change 15 $705
American Capital Advisory, LLC 0.00% No change 14 $644
Prestige Wealth Management Group LLC 0.00% Add +40.0% 14 $644
Trifecta Capital Advisors, LLC 0.00% New 14 $644
Halbert Hargrove Global Advisors, LLC 0.00% New 14 $633
Financial Consulate, Inc. 0.00% No change 13 $598
Mosley Wealth Management 0.00% New 12 $551
Kilter Group LLC 0.00% New 11 $506
Seneschal Advisors, LLC 0.00% No change 9 $414
AdvisorNet Financial, Inc 0.00% Add +12.5% 9 $414
Quaker Wealth Management, LLC 0.00% Reduce -30.0% 7 $322
Motco 0.00% New 7 $322
Maryland Capital Advisors Inc. 0.00% — 4 $184
Harbor Investment Advisory, LLC 0.00% No change 4 $184
ROSS\JOHNSON & Associates LLC 0.00% New 2 $92
3 Factor Indexing, LLC 0.00% No change 2 $92
Medallion Wealth Advisors, LLC 0.00% New 1 $46
Synergy Investment Management, LLC 0.00% New 1 $43
Navigoe, LLC 0.00% New 20 $0

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