Affiliated Managers GroupAMG
13F holders, Q1 2026 (March 31)548holders +37
81new positions
44sold out
10famous investors
$276.73avg. 13F price*
At the end of Q1 2026, 548 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 37 from Q4 2025. 81 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($793.5M), Morgan Stanley ($479.4M) and Vanguard Portfolio Management LLC ($376.3M). 10 famous investors held it, including John W. Rogers Jr. (3.3% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $150.3M |
| Exits | 44 | $215.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,818,419 shares bought and 3,493,605 shares sold, net −675,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 548 holders
| BlackRock, Inc. | 0.01% | Add +2.5% | 2,867,665 | $793.5M |
| Morgan Stanley | 0.03% | Add +1.6% | 1,732,512 | $479.4M |
| Vanguard Portfolio Management LLC | 0.02% | — | 1,359,793 | $376.3M |
| Vanguard Capital Management LLC | 0.01% | — | 1,174,746 | $325.1M |
| Ariel Investments | 3.30% | Reduce -10.0% | 1,064,030 | $294.4M |
| Boston Partners | 0.28% | Reduce -14.6% | 971,247 | $268.7M |
| State Street Corp. | 0.01% | Reduce -0.3% | 926,733 | $256.4M |
| Fuller & Thaler Asset Management, Inc. | 0.71% | Add +10.9% | 760,213 | $210.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.7% | 718,313 | $198.7M |
| Geode Capital Management, LLC | 0.01% | Add +15.3% | 635,778 | $176.0M |
| Lyrical Asset Management LP | 2.12% | Reduce -9.0% | 502,121 | $138.9M |
| Allianz Asset Management GmbH | 0.16% | Add +14.6% | 488,742 | $135.2M |
| LSV Asset Management | 0.28% | Add +0.8% | 476,811 | $131.9M |
| Bank of America Corp. | 0.01% | Add +75.5% | 409,578 | $113.3M |
| Northern Trust Corp. | 0.01% | Add +7.1% | 348,882 | $96.5M |
| Invesco Ltd. | 0.01% | Add +227.2% | 316,490 | $87.6M |
| Clarkston Capital Partners, LLC | 6.62% | Reduce -65.3% | 313,708 | $86.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 308,031 | $85.2M |
| Channing Capital Management, LLC | 2.14% | Add +4.1% | 302,672 | $83.7M |
| Bank of New York Mellon Corp | 0.02% | Add +21.5% | 300,265 | $83.1M |
| Fisher Asset Management | 0.02% | Add +3.9% | 253,263 | $70.1M |
| Jane Street Group, LLC | 0.08% | Add +530.0% | 252,505 | $69.9M |
| Bruni J V & Co. | 7.22% | Reduce -0.9% | 249,765 | $69.1M |
| Citadel Advisors | 0.05% | Reduce -22.6% | 247,220 | $68.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.3% | 231,461 | $63.6M |
| Caisse de depot et placement du Quebec | 0.10% | Add +108.2% | 220,887 | $61.1M |
| Alliancebernstein L.P. | 0.02% | Add +137.9% | 206,103 | $59.4M |
| Kiltearn Partners LLP | 14.53% | Reduce -17.5% | 195,114 | $54.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.7% | 185,357 | $51.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -24.2% | 183,621 | $50.8M |
| FMR LLC | 0.00% | Reduce -1.0% | 179,975 | $49.8M |
| Artisan Partners Limited Partnership | 0.08% | Add +33.4% | 173,595 | $48.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 172,259 | $47.7M |
| Lord, Abbett & Co. LLC | 0.15% | Add +100.0% | 154,670 | $42.8M |
| Qube Research & Technologies Ltd | 0.06% | Add +293.0% | 154,233 | $42.7M |
| Woodline Partners LP | 0.15% | New | 145,879 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 140,540 | $37.9M |
| Voloridge Investment Management, LLC | 0.15% | Add +107.1% | 130,848 | $36.2M |
| UBS Group AG | 0.01% | Reduce -56.3% | 129,121 | $35.7M |
| Franklin Resources Inc. | 0.01% | Add +89.6% | 119,615 | $33.1M |
| Renaissance Technologies | 0.05% | Add +474.6% | 109,750 | $30.4M |
| Sei Investments Co. | 0.03% | Add +5.2% | 107,654 | $29.8M |
| Treasurer of the State of North Carolina | 0.09% | Add +9.6% | 103,528 | $28.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.9% | 103,473 | $28.6M |
| Nomura Asset Management International Inc. | 0.05% | Reduce -17.2% | 101,736 | $28.1M |
| Quantinno Capital Management LP | 0.04% | Add +41.7% | 95,058 | $26.3M |
| Russell Investments Group, Ltd. | 0.03% | Add +75.2% | 92,346 | $25.5M |
| Arbejdsmarkedets Tillaegspension | 0.63% | Add +7.2% | 91,949 | $25.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -3.0% | 91,635 | $25.4M |
| New York State Common Retirement Fund | 0.04% | Reduce -0.1% | 91,398 | $25.3M |
| Man Group plc | 0.05% | Add +7.4% | 90,548 | $25.1M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 90,193 | $25.0M |
| Polar Capital Holdings Plc | 0.11% | Reduce -18.6% | 87,278 | $24.1M |
| Retirement Systems of Alabama | 0.08% | Add +0.8% | 86,240 | $23.9M |
| Loomis Sayles & Co. L P | 0.03% | Add +15.7% | 85,945 | $23.8M |
| Rhumbline Advisers | 0.02% | Add +0.5% | 76,741 | $21.2M |
| Empowered Funds, LLC | 0.13% | New | 75,572 | $20.9M |
| North Star Asset Management Inc. | 0.84% | Reduce -9.1% | 70,191 | $19.4M |
| California Public Employees Retirement System | 0.01% | Add +3.8% | 69,902 | $19.3M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +130.7% | 66,254 | $18.3M |
| Nuveen, LLC | 0.00% | Add +1.4% | 65,272 | $18.1M |
| Wallace Capital Management Inc. | 2.00% | Reduce -3.4% | 62,874 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 62,786 | $17.4M |
| Prana Capital Management, LP | 0.52% | Add +313.1% | 61,489 | $17.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.7% | 61,098 | $16.9M |
| Freestone Grove Partners LP | 0.12% | Reduce -21.2% | 57,832 | $16.0M |
| First Trust Advisors LP | 0.01% | Reduce -44.9% | 56,242 | $15.6M |
| Swiss National Bank | 0.01% | Reduce -0.9% | 55,600 | $15.4M |
| Deutsche Bank AG | 0.00% | Add +1.1% | 51,936 | $14.4M |
| Prudential Financial Inc. | 0.02% | Add +210.7% | 50,615 | $14.0M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +41.2% | 49,291 | $13.6M |
| Storebrand Asset Management As | 0.04% | Add +26.1% | 48,257 | $13.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +2.2% | 45,388 | $12.6M |
| Point72 Asset Management | 0.02% | New | 44,273 | $12.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.6% | 40,814 | $11.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.0% | 39,442 | $10.9M |
| D. E. Shaw & Co. | 0.01% | No change | 39,261 | $10.9M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -16.5% | 38,819 | $10.7M |
| Nordea Investment Management AB | 0.01% | Reduce -4.5% | 37,988 | $10.4M |
| Calamos Advisors LLC | 0.05% | No change | 35,430 | $9.8M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.38% | Add +9.7% | 34,950 | $9.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.6% | 34,828 | $9.6M |
| BW Gestao de Investimentos Ltda. | 0.41% | Reduce -21.4% | 33,000 | $9.1M |
| California State Teachers Retirement System | 0.01% | Add +22.7% | 32,852 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.1% | 32,770 | $9.1M |
| Zacks Investment Management | 0.07% | Add +4.0% | 32,724 | $9.1M |
| Goodman Financial Corp | 1.54% | Reduce -51.9% | 32,492 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +138.6% | 32,136 | $8.9M |
| Oak Thistle LLC | 0.86% | Add +265.9% | 31,835 | $8.8M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -43.4% | 31,223 | $8.6M |
| Nicola Wealth Management LTD. | 0.96% | No change | 29,000 | $8.0M |
| Assetmark, Inc. | 0.02% | Reduce -2.2% | 27,485 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +6.6% | 26,398 | $7.3M |
| Reinhart Partners, Llc. | 0.21% | Reduce -7.1% | 26,285 | $7.3M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | No change | 26,123 | $7.2M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 25,891 | $7.2M |
| Intech Investment Management LLC | 0.07% | Add +339.5% | 25,169 | $7.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $6.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 24,390 | $6.7M |
| Nisa Investment Advisors, LLC | 0.02% | Add +23.6% | 24,270 | $6.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -2.1% | 24,224 | $6.7M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -37.4% | 24,115 | $6.7M |
| Sterling Capital Management LLC | 0.12% | Reduce -3.9% | 23,526 | $6.5M |
| Moran Wealth Management, LLC | 0.20% | Reduce -2.6% | 23,192 | $6.4M |
| Algert Global LLC | 0.09% | Reduce -33.1% | 22,707 | $6.3M |
| Illinois Municipal Retirement Fund | 0.08% | Add +46.6% | 21,367 | $5.9M |
| Wellington Management Group LLP | 0.00% | New | 20,603 | $5.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.7% | 19,960 | $5.5M |
| Engineers Gate Manager LP | 0.07% | Reduce -78.5% | 19,838 | $5.5M |
| Amplius Wealth Advisors, LLC | 0.45% | Add +0.0% | 19,616 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 19,582 | $5.4M |
| Schroder Investment Management Group | 0.00% | Reduce -40.4% | 19,857 | $5.4M |
| Horizon Investments, LLC | 0.06% | Add +13.1% | 19,188 | $5.3M |
| Seascape Capital Management | 1.48% | Add +0.7% | 18,617 | $5.2M |
| Chase Investment Counsel Corp. | 1.34% | Add +6.8% | 18,378 | $5.1M |
| Poehling Capital Management, INC. | 1.06% | Reduce -0.1% | 18,192 | $5.0M |
| Barclays PLC | 0.00% | Reduce -38.1% | 17,995 | $5.0M |
| State of Alaska, Department of Revenue | 0.05% | No change | 17,795 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.6% | 17,440 | $4.8M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +177.3% | 16,987 | $4.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 16,713 | $4.6M |
| Bank of Montreal | 0.00% | Add +3.1% | 16,129 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +0.4% | 15,726 | $4.4M |
| Long Road Investment Counsel, LLC | 1.69% | No change | 15,581 | $4.3M |
| Campbell & CO Investment Adviser LLC | 0.24% | New | 15,432 | $4.3M |
| Credit Agricole S A | 0.01% | No change | 15,278 | $4.2M |
| Moody Aldrich Partners LLC | 0.75% | No change | 15,111 | $4.2M |
| FORA Capital, LLC | 0.28% | New | 13,878 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Add +0.6% | 13,825 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +1233.4% | 13,761 | $3.8M |
| Amalgamated Bank | 0.03% | Add +7.3% | 13,731 | $3.8M |
| Aquatic Capital Management LLC | 0.11% | New | 13,678 | $3.8M |
| Carnegie Investment Counsel | 0.07% | Reduce -8.4% | 13,612 | $3.8M |
| Altar Rock LLC | 4.38% | Reduce -13.3% | 13,469 | $3.7M |
| Oliver Luxxe Assets LLC | 0.54% | Reduce -28.8% | 13,101 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.4% | 12,810 | $3.5M |
| Janus Henderson Group PLC | 0.00% | No change | 12,770 | $3.5M |
| Brevan Howard Capital Management LP | 0.04% | Add +1224.1% | 12,738 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +39.2% | 12,733 | $3.5M |
| Basswood Capital Management, L.L.C. | 0.17% | New | 12,304 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -26.9% | 12,216 | $3.4M |
| Tudor Investment Corporation | 0.02% | New | 11,904 | $3.3M |
| Blair William & Co. | 0.01% | Add +10.8% | 11,883 | $3.3M |
| Inspire Investing, LLC | 0.19% | New | 11,846 | $3.3M |
| XTX Topco Ltd | 0.06% | New | 11,807 | $3.3M |
| Creative Planning | 0.00% | Add +19.9% | 11,785 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 11,616 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 11,610 | $3.2M |
| Henshaw Capital LLC | 0.12% | Add +0.0% | 11,542 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | New | 11,315 | $3.1M |
| &partners | 0.02% | Reduce -1.1% | 11,312 | $3.1M |
| CWC Advisors, LLC. | 1.49% | Reduce -5.8% | 11,309 | $3.1M |
| Convergence Investment Partners, LLC | 0.51% | Add +57.8% | 11,152 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Add +16.5% | 10,992 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 10,809 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.9% | 10,779 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 10,778 | $3.0M |
| Voya Investment Management LLC | 0.00% | Add +25.0% | 10,185 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +12.2% | 10,100 | $2.8M |
| Concentric Capital Strategies, LP | 0.24% | Reduce -89.9% | 10,093 | $2.8M |
| Mubadala Investment Co PJSC | 0.01% | Reduce -13.1% | 10,062 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.4% | 9,944 | $2.8M |
| Fifth Third Bancorp | 0.00% | Add +2863.2% | 9,749 | $2.7M |
| Gradient Investments LLC | 0.04% | New | 9,600 | $2.7M |
| HSBC Holdings PLC | 0.00% | Reduce -14.6% | 9,344 | $2.6M |
| Candriam S.C.A. | 0.01% | New | 9,228 | $2.6M |
| Carrera Capital Advisors | 0.39% | Reduce -47.8% | 9,169 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.3% | 9,129 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 9,062 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 9,025 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | Add +25.4% | 8,829 | $2.4M |
| L2 Asset Management, LLC | 0.23% | Add +71.5% | 8,705 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.3% | 8,612 | $2.4M |
| Summit Trail Advisors, LLC | 0.03% | Add +38.4% | 8,608 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.8% | 8,451 | $2.3M |
| Mariner, LLC | 0.00% | Add +0.2% | 8,432 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.4% | 8,400 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +5.1% | 8,200 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Add +58.5% | 8,016 | $2.2M |
| Entropy Technologies, LP | 0.10% | Reduce -8.1% | 7,832 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -2.3% | 7,727 | $2.1M |
| Wedge Capital Management L L P | 0.04% | Add +8.7% | 7,702 | $2.1M |
| Brant Point Investment Management LLC | 0.58% | Reduce -69.4% | 7,642 | $2.1M |
| Commerce Bank | 0.01% | Add +0.0% | 7,554 | $2.1M |
| Ritholtz Wealth Management | 0.04% | Add +119.3% | 7,486 | $2.1M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Add +38.1% | 7,424 | $2.1M |
| OP Asset Management Ltd | 0.02% | Reduce -58.1% | 7,390 | $2.0M |
| Quadrature Capital Ltd | 0.02% | Add +27.9% | 7,383 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 7,273 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 7,048 | $2.0M |
| SkyView Investment Advisors, LLC | 0.26% | Add +0.4% | 7,015 | $1.9M |
| Genus Capital Management Inc. | 0.22% | Reduce -74.1% | 6,990 | $1.9M |
| Kennondale Capital Management LLC | 1.39% | No change | 6,976 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -18.5% | 6,719 | $1.9M |
| State of Michigan Retirement System | 0.01% | Add +1.5% | 6,719 | $1.9M |
| American Century Companies Inc. | 0.00% | Reduce -24.0% | 6,606 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +54.1% | 6,530 | $1.8M |
| Bridgewater Associates | 0.01% | Reduce -50.7% | 6,491 | $1.8M |
| Citadel Investment Advisory, Inc. | 0.85% | No change | 6,452 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 6,302 | $1.7M |
| Anfield Capital Management, LLC | 0.47% | New | 6,226 | $1.7M |
| Vident Advisory, LLC | 0.01% | Add +156.8% | 6,206 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -89.8% | 6,188 | $1.7M |
| Bastion Asset Management Inc. | 0.52% | New | 6,101 | $1.7M |
| Asset Management One Co., Ltd. | 0.00% | No change | 5,920 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.26% | New | 5,870 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,800 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.0% | 5,766 | $1.6M |
| Jupiter Asset Management Ltd. | 0.01% | Add +249.6% | 5,660 | $1.6M |
| Private Client Services, LLC | 0.47% | Add +6.9% | 5,659 | $1.6M |
| Southeastern Asset Management Inc. | 0.08% | No change | 5,562 | $1.5M |
| Gabelli Funds LLC | 0.01% | Add +83.7% | 5,486 | $1.5M |
| Cookson Peirce & Co. Inc. | 0.06% | Add +354.6% | 5,464 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 5,233 | $1.5M |
| Edgestream Partners, L.P. | 0.05% | Reduce -82.1% | 5,444 | $1.5M |
| Millennium Management | 0.00% | Reduce -99.3% | 5,368 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.5% | 5,182 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Reduce -78.3% | 5,113 | $1.4M |
| Williamson Legacy Group, LLC | 1.06% | Add +24.2% | 5,104 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.0% | 5,102 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 5,100 | $1.4M |
| Boothbay Fund Management, LLC | 0.03% | Add +235.9% | 5,086 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Reduce -57.3% | 5,082 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -13.4% | 4,980 | $1.4M |
| Blue Trust, Inc. | 0.02% | Reduce -0.2% | 4,968 | $1.4M |
| Virtu Financial LLC | 0.06% | New | 4,963 | $1.4M |
| Maltese Capital Management LLC | 0.27% | New | 4,900 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +439.9% | 4,751 | $1.3M |
| LGT Capital Partners LTD. | 0.07% | Reduce -17.4% | 4,730 | $1.3M |
| CWA Asset Management Group, LLC | 0.04% | New | 4,712 | $1.3M |
| Allstate Corp. | 0.01% | New | 4,681 | $1.3M |
| Penn Capital Management Company, LLC | 0.10% | Reduce -21.5% | 4,499 | $1.3M |
| Martingale Asset Management L P | 0.03% | Reduce -17.8% | 4,561 | $1.3M |
| Traub Capital Management LLC | 1.25% | No change | 4,551 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.9% | 4,538 | $1.3M |
| Callan Family Office, LLC | 0.03% | Add +6.3% | 4,509 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +31.2% | 4,419 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.8% | 4,394 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -16.4% | 4,130 | $1.1M |
| Magnetar Financial LLC | 0.01% | Add +350.7% | 4,110 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.2% | 4,045 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +6.2% | 3,996 | $1.1M |
| Guinness Asset Management LTD | 0.02% | Reduce -6.8% | 3,954 | $1.1M |
| Ethic Inc. | 0.02% | Add +3.6% | 3,884 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +21.5% | 3,866 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +150.6% | 3,834 | $1.1M |
| Redwood Investment Management, LLC | 0.13% | New | 3,794 | $1.1M |
| Gateway Investment Advisers LLC | 0.01% | New | 3,784 | $1.0M |
| Sepio Capital, LP | 0.06% | Add +42.6% | 3,775 | $1.0M |
| Bridgefront Capital, LLC | 0.26% | New | 3,760 | $1.0M |
| Kendall Capital Management | 0.21% | Add +2.6% | 3,700 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +235.1% | 3,686 | $1.0M |
| Evolve Private Wealth, LLC | 0.05% | Add +7.8% | 3,663 | $1.0M |
| US Bancorp \de | 0.00% | Add +1.5% | 3,661 | $1.0M |
| Vestcor Inc | 0.03% | No change | 3,560 | $985K |
| Welch & Forbes LLC | 0.01% | No change | 3,500 | $968K |
| CSM Advisors, LLC | 0.02% | Add +7.8% | 3,436 | $950K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.5% | 3,420 | $946K |
| Jefferies Financial Group Inc. | 0.01% | New | 3,400 | $941K |
| Quadrant Capital Group LLC | 0.03% | Add +4.7% | 3,372 | $933K |
| Xponance LLC | 0.01% | Add +30.2% | 3,363 | $931K |
| New York Life Investment Management LLC | 0.01% | New | 3,360 | $930K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.0% | 3,373 | $923K |
| Danske Bank A/S | 0.00% | Reduce -35.6% | 3,275 | $906K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.0% | 3,251 | $900K |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 3,241 | $897K |
| Advisory Services Network, LLC | 0.01% | Add +24.0% | 3,222 | $892K |
| Cerity Partners LLC | 0.00% | Reduce -14.8% | 3,217 | $890K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.4% | 3,196 | $884K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 3,136 | $868K |
| Kestra Investment Management, LLC | 0.01% | Reduce -44.5% | 3,076 | $851K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 3,045 | $843K |
| Amundi | 0.00% | Reduce -71.0% | 2,997 | $829K |
| Radnor Capital Management, LLC | 0.12% | No change | 2,970 | $822K |
| Lazard Asset Management LLC | 0.00% | Add +12.6% | 2,853 | $789K |
| Tidal Investments LLC | 0.00% | New | 2,766 | $765K |
| Walleye Capital LLC | 0.01% | Add +154.2% | 2,684 | $743K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $737K |
| RBF Capital, LLC | 0.04% | No change | 2,600 | $719K |
| Legacy Wealth Asset Management, LLC | 0.17% | Reduce -0.1% | 2,586 | $716K |
| Inceptionr LLC | 0.17% | Add +163.2% | 2,545 | $704K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -15.6% | 2,524 | $698K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.3% | 2,503 | $692K |
| Harbor Advisors LLC | 0.10% | No change | 2,500 | $692K |
| Swiss Life Asset Management Ltd | 0.00% | Add +12.8% | 2,494 | $690K |
| SG Americas Securities, LLC | 0.00% | Add +55.0% | 2,413 | $668K |
| Marshall Wace, LLP | 0.00% | Reduce -16.4% | 2,400 | $664K |
| Linden Thomas Advisory Services, LLC | 0.06% | New | 2,396 | $663K |
| GAMCO Investors | 0.01% | Add +17.5% | 2,350 | $650K |
| Blueshift Asset Management, LLC | 0.19% | New | 2,231 | $617K |
| Corus Family Wealth Advisors | 0.50% | Reduce -0.1% | 2,210 | $612K |
| Arq Wealth Advisors, LLC | 0.11% | New | 2,180 | $603K |
| Kathmere Capital Management, LLC | 0.04% | Add +7.3% | 2,173 | $601K |
| Quantum Portfolio Management LLC | 0.26% | Reduce -4.8% | 2,138 | $592K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.7% | 2,211 | $587K |
| Securian Asset Management, Inc. | 0.02% | Add +5.0% | 2,118 | $586K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.24% | Add +39.3% | 2,090 | $578K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.8% | 2,087 | $577K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.2% | 2,061 | $570K |
| Childress Capital Advisors, LLC | 0.10% | No change | 2,044 | $566K |
| Two Sigma Securities, LLC | 0.07% | New | 2,021 | $559K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -9.0% | 1,998 | $553K |
| Polymer Capital Management (US) LLC | 0.08% | Reduce -31.2% | 1,934 | $535K |
| IFP Advisors, Inc | 0.01% | Add +203.1% | 1,864 | $516K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +99.6% | 1,844 | $510K |
| Fulton Bank, N.A. | 0.02% | Add +45.8% | 1,840 | $509K |
| Alps Advisors Inc. | 0.00% | New | 1,820 | $504K |
| Greenleaf Trust | 0.00% | Reduce -0.9% | 1,784 | $494K |
| Procyon Advisors, LLC | 0.02% | Add +0.6% | 1,741 | $482K |
| Numerai GP LLC | 0.05% | Reduce -54.3% | 1,706 | $472K |
| M&T Bank Corp | 0.00% | Add +3.0% | 1,695 | $469K |
| South Dakota Investment Council | 0.01% | No change | 1,688 | $467K |
| Bailard, Inc. | 0.01% | Add +56.0% | 1,678 | $464K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,660 | $459K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 1,632 | $452K |
| BTC Capital Management, Inc. | 0.03% | Add +6.5% | 1,596 | $442K |
| Cetera Trust Company, N.A | 0.25% | No change | 1,580 | $437K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +103.5% | 1,563 | $432K |
| GAMMA Investing LLC | 0.02% | Add +2.7% | 1,559 | $431K |
| State of Wyoming | 0.05% | Add +99.0% | 1,522 | $421K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +4.1% | 1,522 | $421K |
| Jump Financial, LLC | 0.01% | Reduce -84.9% | 1,521 | $421K |
| Allegheny Financial Group | 0.06% | Add +0.1% | 1,497 | $414K |
| Savant Capital, LLC | 0.00% | New | 1,495 | $414K |
| Picton Mahoney Asset Management | 0.00% | Add +11.3% | 1,483 | $410K |
| Utah Retirement Systems | 0.00% | No change | 1,477 | $409K |
| Levin Capital Strategies, L.P. | 0.03% | No change | 1,454 | $402K |
| Syon Capital LLC | 0.02% | Add +12.7% | 1,451 | $401K |
| Simplex Trading, LLC | 0.01% | New | 1,451 | $401K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.1% | 1,445 | $400K |
| Brooklyn Investment Group | 0.01% | Add +58.5% | 1,444 | $400K |
| Cynosure Group, LLC | 0.05% | New | 1,418 | $392K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,376 | $381K |
| FIL Ltd | 0.00% | New | 1,362 | $377K |
| TD Private Client Wealth LLC | 0.01% | Add +14.4% | 1,354 | $375K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.1% | 1,346 | $372K |
| Investment Partners, LTD. | 0.13% | Reduce -4.2% | 1,322 | $366K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,319 | $365K |
| Index Technologies Group LLC | 0.39% | Reduce -5.4% | 1,304 | $361K |
| DNB Asset Management AS | 0.00% | New | 1,286 | $356K |
| Chicago Partners Investment Group LLC | 0.01% | Add +18.4% | 1,146 | $345K |
| Sheets Smith Wealth Management | 0.04% | No change | 1,227 | $340K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,240 | $335K |
| Sagewood Asset Management LP | 0.10% | Add +36.9% | 1,191 | $330K |
| Havemeyer Place LP | 0.04% | New | 1,179 | $326K |
| Old National Bancorp | 0.01% | Add +6.6% | 1,159 | $321K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.3% | 1,158 | $320K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | No change | 1,150 | $318K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $318K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.5% | 1,149 | $318K |
| Dark Forest Capital Management LP | 0.03% | Reduce -79.1% | 1,145 | $317K |
| Quarry LP | 0.07% | Add +167.1% | 1,135 | $314K |
| Cadent Capital Advisors, LLC | 0.08% | No change | 1,134 | $314K |
| ProShare Advisors LLC | 0.00% | No change | 1,128 | $312K |
| MML Investors Services, LLC | 0.00% | Reduce -16.8% | 1,126 | $312K |
| MAI Capital Management | 0.00% | Add +2.2% | 1,111 | $307K |
| Checchi Capital Advisers, LLC | 0.02% | Add +2.7% | 1,110 | $307K |
| R Squared Ltd | 0.17% | Add +34.3% | 1,093 | $302K |
| Bank of New Hampshire | 0.07% | Reduce -1.5% | 1,087 | $301K |
| Axq Capital, LP | 0.04% | Reduce -54.9% | 1,085 | $300K |
| Atria Investments, Inc | 0.00% | Reduce -15.1% | 1,083 | $300K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,068 | $296K |
| Captrust Financial Advisors | 0.00% | Add +5.4% | 1,057 | $292K |
| Merit Financial Group, LLC | 0.00% | Add +8.2% | 1,054 | $292K |
| CIBC Asset Management Inc | 0.00% | No change | 1,023 | $283K |
| Parallel Advisors, LLC | 0.01% | Add +4.3% | 1,016 | $281K |
| Quent Capital, LLC | 0.02% | Reduce -16.9% | 1,009 | $279K |
| Jackson Creek Investment Advisors LLC | 0.08% | New | 1,005 | $278K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +26.1% | 970 | $268K |
| Prelude Capital Management, LLC | 0.02% | New | 964 | $267K |
| Keystone Financial Services | 0.08% | Add +3.1% | 961 | $266K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 949 | $263K |
| Evergreen Capital Management LLC | 0.01% | Add +6.2% | 941 | $260K |
| Shelton Capital Management | 0.01% | No change | 928 | $257K |
| Autumn Glory Partners, LLC | 0.09% | Add +0.2% | 927 | $257K |
| Mattson Financial Services, LLC | 0.06% | New | 927 | $257K |
| Farringdon Capital, Ltd. | 0.06% | New | 926 | $256K |
| Compound Planning, Inc. | 0.01% | New | 922 | $255K |
| DGS Capital Management, LLC | 0.04% | Add +20.6% | 920 | $255K |
| Brown Financial Advisors | 0.10% | New | 911 | $252K |
| One Wealth Advisors, LLC | 0.03% | New | 907 | $251K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 906 | $251K |
| MBB Public Markets I LLC | 0.03% | No change | 894 | $247K |
| Mirabella Financial Services LLP | 0.03% | New | 892 | $247K |
| PCM Encore, LLC | 0.05% | Add +0.3% | 880 | $243K |
| Praxis Investment Management Inc. | 0.01% | New | 879 | $243K |
| KBC Group NV | 0.00% | New | 873 | $242K |
| Elevated Financial Group LLC | 0.08% | Reduce -8.9% | 871 | $241K |
| Massar Capital Management, LP | 0.05% | Reduce -50.0% | 865 | $239K |
| MQS Management LLC | 0.16% | Reduce -62.5% | 858 | $237K |
| Inscription Capital, LLC | 0.02% | Add +7.9% | 850 | $235K |
| Investment Partners Asset Management, Inc. | 0.14% | No change | 836 | $231K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1.0% | 832 | $230K |
| Cooper Financial Group | 0.02% | Reduce -8.4% | 828 | $229K |
| Birch Financial Group, LLC | 0.13% | Reduce -17.1% | 817 | $226K |
| Hancock Whitney Corp. | 0.00% | Reduce -3.3% | 763 | $224K |
| North Dakota State Investment Board | 0.01% | Reduce -17.2% | 807 | $223K |
| Nicolet Bankshares Inc. | 0.01% | Add +0.5% | 807 | $223K |
| AlphaGrep UK Ltd | 0.07% | New | 800 | $221K |
| Diversified Management Inc. | 0.04% | New | 800 | $221K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 799 | $221K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 791 | $219K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 789 | $218K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -49.5% | 776 | $215K |
| Signaturefd, LLC | 0.00% | Add +29.9% | 765 | $212K |
| Baron Wealth Management LLC | 0.06% | Reduce -1.6% | 759 | $210K |
| Wedmont Private Capital | 0.01% | Add +9.1% | 732 | $210K |
| Lido Advisors, LLC | 0.00% | New | 757 | $210K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 743 | $206K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -2.0% | 730 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 673 | $186K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +356.9% | 667 | $185K |
| STRS Ohio | 0.00% | Reduce -1.2% | 653 | $181K |
| Bayforest Capital Ltd | 0.20% | Add +10.9% | 633 | $175K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +13.3% | 632 | $175K |
| USA Financial Formulas | 0.03% | Reduce -4.1% | 609 | $169K |
| Hantz Financial Services, Inc. | 0.00% | Add +65.3% | 504 | $139K |
| Versant Capital Management, Inc | 0.01% | Add +38.4% | 497 | $138K |
| Allworth Financial LP | 0.00% | Add +1.0% | 487 | $135K |
| Vanguard National Trust Co | 0.01% | — | 467 | $129K |
| Arax Advisory Partners | 0.00% | Add +119.7% | 435 | $129K |
| UMB Bank, n.a. | 0.00% | Add +6.2% | 465 | $129K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +78.5% | 391 | $108K |
| Smithfield Trust Co | 0.00% | No change | 360 | $101K |
| Basepoint Wealth LLC | 0.05% | No change | 347 | $96K |
| Innovative Asset Advisors Group, LLC | 0.05% | — | 342 | $95K |
| Smartleaf Asset Management LLC | 0.00% | Add +37.7% | 347 | $94K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 332 | $92K |
| Truvestments Capital LLC | 0.02% | No change | 330 | $91K |
| National Bank of Canada | 0.00% | Add +1.0% | 303 | $84K |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 294 | $79K |
| American National Bank & Trust | 0.01% | No change | 277 | $77K |
| Tema ETFs LLC | 0.00% | No change | 252 | $70K |
| Huntington National Bank | 0.00% | Add +4.8% | 240 | $66K |
| WealthCollab, LLC | 0.03% | Add +40.5% | 229 | $63K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -37.5% | 200 | $55K |
| Bessemer Group Inc. | 0.00% | Reduce -98.6% | 190 | $52K |
| Root Financial Partners, LLC | 0.00% | Add +10.2% | 184 | $51K |
| Private Trust Co. NA | 0.00% | No change | 180 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.8% | 180 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +45.5% | 179 | $50K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +28.8% | 170 | $47K |
| Ancora Advisors LLC | 0.00% | Add +11.8% | 133 | $37K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.2% | 130 | $36K |
| Millstone Evans Group, LLC | 0.02% | No change | 110 | $30K |
| Whittier Trust Co. | 0.00% | Reduce -45.3% | 104 | $28K |
| Trust Co. of Toledo NA | 0.00% | No change | 99 | $27K |
| SBI Securities Co., Ltd. | 0.00% | No change | 93 | $26K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 90 | $25K |
| Goodman Advisory Group, LLC | 0.01% | No change | 81 | $22K |
| Asset Dedication, LLC | 0.00% | No change | 76 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 75 | $21K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.9% | 70 | $19K |
| Bokf, NA | 0.00% | Reduce -20.9% | 68 | $19K |
| CVA Family Office, LLC | 0.00% | Add +168.0% | 67 | $19K |
| CX Institutional | 0.00% | New | 66 | $18K |
| Frazier Financial Advisors, LLC | 0.01% | Add +6.6% | 65 | $18K |
| Covestor Ltd | 0.01% | Reduce -42.6% | 58 | $17K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $15K |
| LRI Investments, LLC | 0.00% | Add +28.2% | 50 | $14K |
| Kelleher Financial Advisors | 0.00% | No change | 49 | $14K |
| Golden State Wealth Management, LLC | 0.00% | No change | 47 | $13K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 47 | $13K |
| Tacita Capital Inc | 0.01% | New | 46 | $13K |
| First Pacific Financial | 0.00% | Add +41.4% | 41 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.9% | 41 | $11K |
| Bullock Wealth Management Group | 0.01% | No change | 41 | $11K |
| Toronto Dominion Bank | 0.00% | Reduce -4.8% | 40 | $11K |
| Grove Bank & Trust | 0.00% | Add +11.4% | 39 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +5.4% | 39 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +52.4% | 32 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $9K |
| Rossby Financial, LCC | 0.00% | Reduce -91.5% | 29 | $8K |
| Key Financial Inc | 0.00% | No change | 27 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 25 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +13.6% | 25 | $7K |
| United Financial Planning Group LLC | 0.00% | New | 24 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 24 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.0% | 24 | $7K |
| Larson Financial Group LLC | 0.00% | Add +1100.0% | 24 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -97.4% | 24 | $7K |
| True Wealth Design, LLC | 0.00% | Add +4.5% | 23 | $6K |
| Addison Advisors LLC | 0.00% | No change | 23 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 22 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +120.0% | 22 | $6K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 21 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 17 | $5K |
| Mather Group, Llc. | 0.00% | New | 17 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 16 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 16 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.6% | 15 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +7.7% | 14 | $4K |
| HM Payson & Co. | 0.00% | No change | 14 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 14 | $4K |
| Marquette Asset Management, LLC | 0.00% | No change | 13 | $4K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 13 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 13 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 13 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 12 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +33.3% | 12 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +57.1% | 11 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 11 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 10 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 10 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 9 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -18.2% | 9 | $2K |
| Kilter Group LLC | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +100.0% | 8 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 8 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +40.0% | 7 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $2K |
| Investors Portfolio Services LLC | 0.00% | Reduce -33.3% | 6 | $2K |
| SouthState Bank Corp | 0.00% | No change | 6 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.9% | 6 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 6 | $2K |
| First Horizon Corp. | 0.00% | No change | 6 | $2K |
| Rothschild Investment LLC | 0.00% | Add +500.0% | 6 | $2K |
| NBT Bank, N.A. | 0.00% | New | 6 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 5 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 5 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 5 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 5 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | No change | 7 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $831 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $831 |
| WPG Advisers, LLC | 0.00% | No change | 3 | $830 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $830 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $830 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $830 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $830 |
| SHP Wealth Management | 0.00% | Add +50.0% | 3 | $830 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $830 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 2 | $553 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $553 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $553 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $277 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $277 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $277 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 1 | $277 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.