Affiliated Managers GroupAMG
13F holders, Q2 2026 (June 30)566holders +18
72new positions
54sold out
8famous investors
$338.01avg. 13F price*
At the end of Q2 2026, 566 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 18 from Q1 2026. 72 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($938.3M), Morgan Stanley ($503.3M) and Vanguard Portfolio Management LLC ($471.0M). 8 famous investors held it, including John W. Rogers Jr. (3.4% of Ariel Investments's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $113.1M |
| Exits | 54 | $176.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,359,893 shares bought and 2,323,249 shares sold, net +36,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| BlackRock, Inc. | 0.01% | Reduce -3.3% | 2,772,736 | $938.3M |
| Morgan Stanley | 0.03% | Reduce -14.2% | 1,487,219 | $503.3M |
| Vanguard Portfolio Management LLC | 0.02% | Add +2.4% | 1,391,836 | $471.0M |
| Vanguard Capital Management LLC | 0.01% | Reduce -2.0% | 1,151,085 | $389.5M |
| Boston Partners | 0.30% | Add +3.2% | 1,001,967 | $339.1M |
| Ariel Investments | 3.37% | Reduce -6.0% | 999,676 | $338.3M |
| State Street Corp. | 0.01% | Reduce -4.7% | 883,323 | $298.9M |
| Millennium Management | 0.21% | Add +16202.5% | 875,116 | $296.1M |
| Fuller & Thaler Asset Management, Inc. | 0.79% | Add +12.8% | 857,756 | $290.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.7% | 670,195 | $226.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -7.1% | 590,757 | $200.0M |
| LSV Asset Management | 0.33% | Add +11.9% | 533,611 | $180.6M |
| Lyrical Asset Management LP | 2.03% | Reduce -5.8% | 472,886 | $160.0M |
| Allianz Asset Management GmbH | 0.14% | Reduce -7.1% | 453,989 | $153.6M |
| Bank of America Corp. | 0.01% | Add +5.6% | 432,420 | $146.3M |
| Invesco Ltd. | 0.01% | Add +20.3% | 380,623 | $128.8M |
| Norges Bank | 0.01% | — | 361,473 | $122.3M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 322,670 | $109.2M |
| Jane Street Group, LLC | 0.07% | Add +22.4% | 309,134 | $104.6M |
| Channing Capital Management, LLC | 2.36% | Reduce -0.1% | 302,514 | $102.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.6% | 287,795 | $97.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.1% | 281,967 | $95.4M |
| Qube Research & Technologies Ltd | 0.10% | Add +74.2% | 268,737 | $90.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +39.4% | 258,331 | $87.4M |
| Fisher Asset Management | 0.02% | Reduce -2.7% | 246,463 | $83.4M |
| Raymond James Financial Inc. | 0.02% | Add +3.4% | 239,235 | $81.0M |
| Clarkston Capital Partners, LLC | 6.54% | Reduce -27.1% | 228,683 | $77.4M |
| Bruni J V & Co. | 6.49% | Reduce -15.9% | 210,094 | $71.1M |
| Citadel Advisors | 0.04% | Reduce -19.7% | 198,492 | $67.2M |
| Kiltearn Partners LLP | 15.16% | Reduce -5.4% | 184,586 | $62.5M |
| Caisse de depot et placement du Quebec | 0.09% | Reduce -17.6% | 182,041 | $61.6M |
| FMR LLC | 0.00% | Reduce -1.3% | 177,576 | $60.1M |
| UBS Group AG | 0.01% | Add +36.1% | 175,776 | $59.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -9.3% | 166,559 | $56.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -3.7% | 165,842 | $56.1M |
| Lord, Abbett & Co. LLC | 0.17% | Add +6.3% | 164,477 | $55.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -7.9% | 189,739 | $52.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 129,402 | $44.7M |
| Renaissance Technologies | 0.05% | Add +7.0% | 117,440 | $39.7M |
| Sei Investments Co. | 0.04% | Add +8.8% | 117,142 | $39.6M |
| Nomura Asset Management International Inc. | 0.06% | Add +14.2% | 116,158 | $39.3M |
| Treasurer of the State of North Carolina | 0.10% | Add +9.7% | 113,578 | $38.4M |
| Quantinno Capital Management LP | 0.04% | Add +14.4% | 108,737 | $36.8M |
| Loomis Sayles & Co. L P | 0.04% | Add +19.9% | 103,094 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +3.7% | 93,544 | $31.7M |
| First Trust Advisors LP | 0.02% | Add +60.5% | 90,253 | $30.5M |
| New York State Common Retirement Fund | 0.04% | Reduce -2.5% | 89,089 | $30.1M |
| Arbejdsmarkedets Tillaegspension | 0.65% | Reduce -3.6% | 88,640 | $30.0M |
| Polar Capital Holdings Plc | 0.08% | Reduce -2.2% | 85,359 | $28.9M |
| Franklin Resources Inc. | 0.01% | Reduce -30.4% | 83,192 | $28.2M |
| Empowered Funds, LLC | 0.15% | Add +8.2% | 81,755 | $27.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -15.8% | 77,188 | $26.1M |
| Retirement Systems of Alabama | 0.08% | Reduce -12.4% | 75,584 | $25.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -27.6% | 74,871 | $25.3M |
| Rhumbline Advisers | 0.02% | Reduce -5.8% | 72,260 | $24.5M |
| Zurich Insurance Group Ltd | 0.17% | New | 71,322 | $24.1M |
| California Public Employees Retirement System | 0.01% | Reduce -1.2% | 69,073 | $23.4M |
| Capricorn Fund Managers Ltd | 1.87% | New | 69,045 | $23.4M |
| North Star Asset Management Inc. | 0.89% | Reduce -4.6% | 66,968 | $22.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.5% | 59,949 | $20.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 59,150 | $20.0M |
| Wallace Capital Management Inc. | 2.16% | Reduce -7.2% | 58,334 | $19.7M |
| Prudential Financial Inc. | 0.02% | Add +12.1% | 56,760 | $19.2M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -58.7% | 54,070 | $18.3M |
| Nuveen, LLC | 0.00% | Reduce -19.4% | 52,605 | $17.8M |
| Engineers Gate Manager LP | 0.23% | Add +161.4% | 51,861 | $17.5M |
| Swiss National Bank | 0.01% | Reduce -8.5% | 50,880 | $17.2M |
| Storebrand Asset Management As | 0.04% | No change | 48,257 | $16.3M |
| Moran Wealth Management, LLC | 0.42% | Add +96.0% | 45,453 | $15.4M |
| Los Angeles Capital Management LLC | 0.06% | Add +41.7% | 44,247 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Add +33.9% | 43,886 | $14.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -5.6% | 42,853 | $14.5M |
| D. E. Shaw & Co. | 0.01% | Add +9.1% | 42,839 | $14.5M |
| STRS Ohio | 0.05% | Add +6375.0% | 42,282 | $14.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +315.0% | 41,269 | $14.0M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -18.9% | 39,981 | $13.5M |
| Deutsche Bank AG | 0.00% | Reduce -23.6% | 39,692 | $13.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -1.4% | 38,897 | $13.2M |
| Legal & General Group Plc | 0.00% | Reduce -8.0% | 37,566 | $12.7M |
| BNP Paribas Financial Markets | 0.01% | Add +1049.3% | 37,364 | $12.6M |
| Nordea Investment Management AB | 0.01% | Reduce -6.1% | 35,681 | $12.3M |
| Calamos Advisors LLC | 0.06% | No change | 35,430 | $12.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.38% | No change | 34,950 | $11.8M |
| Basswood Capital Management, L.L.C. | 0.50% | Add +180.4% | 34,501 | $11.7M |
| Goodman Financial Corp | 1.72% | Add +1.4% | 32,962 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.7% | 32,841 | $11.1M |
| Zacks Investment Management | 0.08% | Reduce -1.9% | 32,115 | $10.9M |
| Intech Investment Management LLC | 0.10% | Add +26.7% | 31,878 | $10.8M |
| Capital Fund Management S.A. | 0.07% | New | 30,813 | $10.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -67.6% | 29,925 | $10.1M |
| PEAK6 LLC | 0.24% | New | 29,555 | $10.0M |
| California State Teachers Retirement System | 0.01% | Reduce -10.9% | 29,271 | $9.9M |
| Nicola Wealth Management LTD. | 1.13% | No change | 29,000 | $9.8M |
| Barclays PLC | 0.00% | Add +55.6% | 27,997 | $9.5M |
| Illinois Municipal Retirement Fund | 0.11% | Add +30.3% | 27,839 | $9.4M |
| Schroder Investment Management Group | 0.01% | Add +36.2% | 27,045 | $9.3M |
| Assetmark, Inc. | 0.02% | Reduce -1.1% | 27,179 | $9.2M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -59.7% | 26,713 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -31.8% | 26,489 | $9.0M |
| Chase Investment Counsel Corp. | 1.85% | Add +41.1% | 25,935 | $8.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +3.8% | 25,306 | $8.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $8.4M |
| Corient Private Wealth LP | 0.01% | Reduce -23.5% | 24,591 | $8.3M |
| Sterling Capital Management LLC | 0.14% | Add +2.4% | 24,092 | $8.2M |
| Man Group plc | 0.02% | Reduce -73.5% | 24,043 | $8.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.8% | 24,030 | $8.1M |
| Algert Global LLC | 0.09% | Add +4.0% | 23,607 | $8.0M |
| State of Wisconsin Investment Board | 0.02% | Add +113.4% | 23,457 | $7.9M |
| Marshall Wace, LLP | 0.01% | Add +874.9% | 23,398 | $7.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -15.1% | 22,413 | $7.6M |
| Amplius Wealth Advisors, LLC | 0.54% | Add +11.0% | 21,766 | $7.4M |
| Horizon Investments, LLC | 0.08% | Add +7.5% | 20,628 | $7.0M |
| Wellington Management Group LLP | 0.00% | Reduce -1.7% | 20,256 | $6.9M |
| Van Eck Associates Corp. | 0.00% | New | 20,250 | $6.9M |
| Reinhart Partners, Llc. | 0.15% | Reduce -25.2% | 19,657 | $6.7M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Add +163.1% | 19,530 | $6.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +52.9% | 19,465 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.1% | 19,203 | $6.5M |
| Seascape Capital Management | 1.52% | Add +0.5% | 18,717 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 18,406 | $6.2M |
| Inspire Investing, LLC | 0.26% | Add +55.0% | 18,365 | $6.2M |
| Poehling Capital Management, INC. | 1.31% | Reduce -0.8% | 18,047 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.2% | 17,920 | $6.1M |
| Squarepoint Ops LLC | 0.01% | Add +245.0% | 17,642 | $6.0M |
| Creative Planning | 0.00% | Add +41.0% | 16,614 | $5.6M |
| Bank of Montreal | 0.00% | Add +1.9% | 16,429 | $5.6M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -10.0% | 16,015 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +0.6% | 15,825 | $5.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.0% | 15,552 | $5.3M |
| Long Road Investment Counsel, LLC | 1.93% | Reduce -0.6% | 15,481 | $5.2M |
| Credit Agricole S A | 0.01% | No change | 15,278 | $5.2M |
| Moody Aldrich Partners LLC | 0.92% | No change | 15,111 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +22.3% | 14,942 | $5.1M |
| Strategic Global Advisors, LLC | 0.71% | New | 14,706 | $5.0M |
| Crossmark Global Holdings, Inc. | 0.06% | Reduce -14.0% | 14,613 | $4.9M |
| Fulcrum Asset Management LLP | 0.48% | New | 14,166 | $4.9M |
| Concentric Capital Strategies, LP | 0.29% | Add +37.0% | 13,825 | $4.7M |
| Carnegie Investment Counsel | 0.09% | Reduce -2.6% | 13,252 | $4.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.8% | 12,912 | $4.4M |
| MetLife Investment Management, LLC | 0.02% | Reduce -8.1% | 12,703 | $4.3M |
| Amalgamated Bank | 0.03% | Reduce -13.5% | 11,879 | $4.0M |
| LPL Financial LLC | 0.00% | Add +9.3% | 11,816 | $4.0M |
| Blair William & Co. | 0.01% | Reduce -0.8% | 11,787 | $4.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +32.9% | 11,735 | $4.0M |
| Tudor Investment Corporation | 0.02% | Reduce -1.8% | 11,687 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -0.4% | 11,568 | $3.9M |
| Citigroup Inc. | 0.00% | Add +84.7% | 11,426 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.1% | 11,360 | $3.8M |
| Voya Investment Management LLC | 0.00% | Add +10.4% | 11,241 | $3.8M |
| &partners | 0.02% | Reduce -2.2% | 11,068 | $3.7M |
| Mubadala Investment Co PJSC | 0.01% | Add +9.0% | 10,966 | $3.7M |
| CWC Advisors, LLC. | 1.64% | Reduce -3.3% | 10,932 | $3.7M |
| Jupiter Topco LLC | 0.00% | — | 10,930 | $3.7M |
| Henshaw Capital LLC | 0.12% | Reduce -6.8% | 10,760 | $3.6M |
| Neuberger Berman Group LLC | 0.00% | Add +27.1% | 10,739 | $3.6M |
| Altar Rock LLC | 5.30% | Reduce -20.4% | 10,722 | $3.6M |
| Oliver Luxxe Assets LLC | 0.52% | Reduce -21.0% | 10,344 | $3.5M |
| Natixis Advisors, LLC | 0.00% | New | 10,292 | $3.5M |
| Militia Capital Management LLC | 0.61% | New | 10,052 | $3.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -9.1% | 9,796 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +4.7% | 9,554 | $3.2M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Reduce -63.6% | 9,510 | $3.2M |
| Ritholtz Wealth Management | 0.05% | Add +26.9% | 9,502 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -18.6% | 9,216 | $3.1M |
| Carrera Capital Advisors | 0.46% | Reduce -0.1% | 9,156 | $3.1M |
| Handelsbanken Fonder AB | 0.01% | Reduce -9.9% | 9,100 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 9,062 | $3.1M |
| Ieq Capital, LLC | 0.01% | Add +38.4% | 9,036 | $3.1M |
| Mariner, LLC | 0.00% | Add +2.9% | 8,677 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.4% | 8,629 | $2.9M |
| Genus Capital Management Inc. | 0.28% | Add +19.8% | 8,371 | $2.8M |
| Fifth Third Bancorp | 0.00% | Reduce -14.2% | 8,364 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -65.7% | 8,331 | $2.8M |
| HRT Financial LP | 0.01% | New | 8,250 | $2.8M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -37.4% | 7,976 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -6.7% | 7,840 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -6.1% | 7,700 | $2.6M |
| Brant Point Investment Management LLC | 0.58% | No change | 7,642 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -11.4% | 7,627 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.0% | 7,547 | $2.6M |
| Commerce Bank | 0.01% | Reduce -0.9% | 7,485 | $2.5M |
| Wedge Capital Management L L P | 0.04% | Reduce -7.0% | 7,159 | $2.4M |
| Gradient Investments LLC | 0.03% | Reduce -26.4% | 7,065 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -9.5% | 6,995 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 6,883 | $2.3M |
| Gateway Investment Advisers LLC | 0.02% | Add +73.4% | 6,561 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | Reduce -10.8% | 6,489 | $2.2M |
| Citadel Investment Advisory, Inc. | 0.99% | No change | 6,452 | $2.2M |
| Tidal Investments LLC | 0.01% | Add +129.8% | 6,355 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -10.3% | 6,323 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.3% | 6,283 | $2.1M |
| Callan Family Office, LLC | 0.04% | Add +38.4% | 6,241 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -7.4% | 6,219 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -5.7% | 5,941 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -31.8% | 5,873 | $2.0M |
| Gabelli Funds LLC | 0.01% | Add +5.9% | 5,811 | $2.0M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,800 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +76.7% | 5,685 | $1.9M |
| Jupiter Asset Management Ltd. | 0.01% | No change | 5,660 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +12.4% | 5,600 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Add +9.3% | 5,575 | $1.9M |
| Southeastern Asset Management Inc. | 0.10% | No change | 5,562 | $1.9M |
| CWA Asset Management Group, LLC | 0.06% | Add +16.7% | 5,501 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -4.7% | 5,496 | $1.9M |
| Penn Capital Management Company, LLC | 0.12% | Add +20.0% | 5,397 | $1.8M |
| Dark Forest Capital Management LP | 0.12% | Add +373.6% | 5,423 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +58.3% | 5,414 | $1.8M |
| XTX Topco Ltd | 0.02% | Reduce -54.4% | 5,388 | $1.8M |
| Kennondale Capital Management LLC | 1.20% | Reduce -23.5% | 5,337 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +119.9% | 5,307 | $1.8M |
| Kestra Investment Management, LLC | 0.03% | Add +72.1% | 5,293 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -66.3% | 5,202 | $1.8M |
| OP Asset Management Ltd | 0.02% | Reduce -30.0% | 5,170 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +520.4% | 5,162 | $1.7M |
| HSBC Holdings PLC | 0.00% | Reduce -45.6% | 5,078 | $1.7M |
| Oak Thistle LLC | 0.17% | Reduce -84.0% | 5,106 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +2.1% | 5,074 | $1.7M |
| Teacher Retirement System of Texas | 0.00% | Reduce -37.6% | 4,999 | $1.7M |
| FIL Ltd | 0.00% | Add +258.3% | 4,880 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -6.2% | 4,861 | $1.6M |
| Arax Advisory Partners | 0.01% | Add +1005.5% | 4,809 | $1.6M |
| L2 Asset Management, LLC | 0.17% | Reduce -45.1% | 4,781 | $1.6M |
| FORA Capital, LLC | 0.11% | Reduce -65.7% | 4,760 | $1.6M |
| Hillsdale Investment Management Inc. | 0.04% | Add +5066.7% | 4,650 | $1.6M |
| Cookson Peirce & Co. Inc. | 0.05% | Reduce -14.9% | 4,648 | $1.6M |
| Traub Capital Management LLC | 1.37% | No change | 4,551 | $1.5M |
| Polymer Capital Management (US) LLC | 0.23% | Add +132.3% | 4,493 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +11.5% | 4,454 | $1.5M |
| Evolve Private Wealth, LLC | 0.09% | Add +20.6% | 4,417 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.4% | 4,337 | $1.5M |
| Virtu Financial LLC | 0.05% | Reduce -14.8% | 4,227 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -19.5% | 4,109 | $1.4M |
| US Bancorp \de | 0.00% | Add +11.6% | 4,084 | $1.4M |
| Welch & Forbes LLC | 0.02% | Add +16.3% | 4,072 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 4,006 | $1.4M |
| Delphi Management Inc. | 1.31% | New | 3,965 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.4% | 3,939 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -11.0% | 3,933 | $1.3M |
| Mission Wealth Management, LP | 0.02% | New | 3,864 | $1.3M |
| CSM Advisors, LLC | 0.03% | Add +10.7% | 3,805 | $1.3M |
| Sepio Capital, LP | 0.06% | Add +0.6% | 3,798 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 3,760 | $1.3M |
| Kendall Capital Management | 0.21% | Reduce -0.4% | 3,685 | $1.2M |
| Private Client Services, LLC | 0.32% | Reduce -35.5% | 3,649 | $1.2M |
| Vestcor Inc | 0.03% | No change | 3,560 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.4% | 3,424 | $1.2M |
| Redwood Investment Management, LLC | 0.11% | Reduce -10.5% | 3,397 | $1.1M |
| Alyeska Investment Group, L.P. | 0.00% | New | 3,386 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +17.1% | 3,340 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -2.6% | 3,274 | $1.1M |
| Quadrature Capital Ltd | 0.01% | Reduce -55.8% | 3,262 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Reduce -4.4% | 3,225 | $1.1M |
| Guinness Asset Management LTD | 0.02% | Reduce -19.3% | 3,190 | $1.1M |
| Amundi | 0.00% | Add +6.3% | 3,187 | $1.1M |
| Xponance LLC | 0.01% | Reduce -7.4% | 3,113 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.35% | Add +185.6% | 2,870 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.2% | 3,074 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -5.5% | 3,046 | $1.0M |
| Bannerstone Capital Management, LLC | 0.86% | New | 3,027 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 3,019 | $1.0M |
| Assenagon Asset Management S.A. | 0.00% | New | 3,011 | $1.0M |
| Radnor Capital Management, LLC | 0.14% | No change | 2,970 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.9% | 2,717 | $995K |
| Stifel Financial Corp. | 0.00% | Reduce -6.9% | 2,920 | $988K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.2% | 2,883 | $976K |
| Osaic Holdings, Inc. | 0.00% | Add +35.4% | 2,790 | $945K |
| Fox Run Management, L.L.C. | 0.15% | New | 2,733 | $925K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $901K |
| Danske Bank A/S | 0.00% | Reduce -18.9% | 2,655 | $898K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.1% | 2,631 | $890K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -22.1% | 2,627 | $889K |
| Ethic Inc. | 0.01% | Reduce -32.5% | 2,622 | $887K |
| RBF Capital, LLC | 0.04% | No change | 2,600 | $880K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +62.4% | 2,538 | $859K |
| Quantbot Technologies LP | 0.03% | Reduce -34.5% | 2,512 | $850K |
| Fulton Bank, N.A. | 0.03% | Add +36.3% | 2,507 | $848K |
| Havemeyer Place LP | 0.08% | Add +112.5% | 2,505 | $848K |
| Harbor Advisors LLC | 0.11% | No change | 2,500 | $846K |
| Natixis | 0.00% | New | 2,448 | $828K |
| Inceptionr LLC | 0.20% | Reduce -4.2% | 2,438 | $825K |
| Vident Advisory, LLC | 0.01% | Reduce -61.5% | 2,392 | $809K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +511.5% | 2,391 | $809K |
| Linden Thomas Advisory Services, LLC | 0.07% | Reduce -0.5% | 2,383 | $806K |
| GAMCO Investors | 0.01% | No change | 2,350 | $795K |
| Edgestream Partners, L.P. | 0.02% | Reduce -57.1% | 2,335 | $790K |
| Kathmere Capital Management, LLC | 0.04% | Add +5.7% | 2,297 | $777K |
| Aigen Investment Management, LP | 0.21% | New | 2,238 | $757K |
| Corus Family Wealth Advisors | 0.51% | Reduce -0.3% | 2,204 | $746K |
| Securian Asset Management, Inc. | 0.03% | Reduce -8.0% | 1,948 | $720K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.8% | 2,124 | $719K |
| Quantum Portfolio Management LLC | 0.26% | Reduce -0.9% | 2,119 | $717K |
| Arq Wealth Advisors, LLC | 0.09% | Reduce -6.4% | 2,040 | $707K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.24% | No change | 2,090 | $707K |
| Childress Capital Advisors, LLC | 0.11% | No change | 2,044 | $692K |
| Legacy Wealth Asset Management, LLC | 0.15% | Reduce -21.1% | 2,041 | $691K |
| Federated Hermes, Inc. | 0.00% | Reduce -36.1% | 2,041 | $691K |
| Chilton Investment Co. Inc. | 0.02% | New | 2,030 | $687K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 1,998 | $676K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -21.1% | 1,967 | $666K |
| Alps Advisors Inc. | 0.00% | Add +1.9% | 1,855 | $628K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -92.3% | 1,845 | $624K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 1,844 | $624K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -93.0% | 1,819 | $616K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.8% | 1,806 | $611K |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 0.30% | — | 1,800 | $609K |
| Greenleaf Trust | 0.01% | Reduce -3.3% | 1,726 | $584K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 1,680 | $568K |
| Bailard, Inc. | 0.01% | No change | 1,678 | $568K |
| South Dakota Investment Council | 0.01% | Reduce -2.4% | 1,648 | $558K |
| Cetera Trust Company, N.A | 0.28% | Add +3.8% | 1,640 | $555K |
| BTC Capital Management, Inc. | 0.03% | Add +1.2% | 1,615 | $555K |
| Syon Capital LLC | 0.02% | Add +11.1% | 1,612 | $546K |
| GAMMA Investing LLC | 0.02% | Add +2.2% | 1,593 | $539K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 1,523 | $515K |
| TD Private Client Wealth LLC | 0.01% | Add +11.7% | 1,512 | $512K |
| Frec Markets, Inc. | 0.05% | New | 1,510 | $511K |
| MML Investors Services, LLC | 0.00% | Add +32.4% | 1,491 | $505K |
| Gallacher Capital Management LLC | 0.28% | New | 1,487 | $503K |
| Lido Advisors, LLC | 0.00% | Add +93.1% | 1,462 | $495K |
| Two Sigma Securities, LLC | 0.04% | Reduce -27.8% | 1,460 | $494K |
| IFP Advisors, Inc | 0.01% | Reduce -24.9% | 1,399 | $473K |
| Jain Global LLC | 0.01% | New | 1,386 | $469K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,376 | $466K |
| Captrust Financial Advisors | 0.00% | Add +28.3% | 1,356 | $459K |
| M&T Bank Corp | 0.00% | Reduce -20.1% | 1,355 | $458K |
| Quent Capital, LLC | 0.03% | Add +32.8% | 1,340 | $453K |
| Investment Partners, LTD. | 0.14% | Add +0.8% | 1,333 | $451K |
| Utah Retirement Systems | 0.00% | Reduce -9.9% | 1,331 | $450K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -1.4% | 1,327 | $449K |
| Tolleson Wealth Management, Inc. | 0.06% | Add +0.2% | 1,322 | $447K |
| DNB Asset Management AS | 0.00% | Add +2.7% | 1,321 | $447K |
| Nykredit A/S | 0.00% | — | 1,287 | $436K |
| Picton Mahoney Asset Management | 0.00% | Reduce -13.5% | 1,283 | $434K |
| Atria Investments, Inc | 0.00% | Add +17.9% | 1,277 | $432K |
| Index Technologies Group LLC | 0.34% | Reduce -2.2% | 1,275 | $431K |
| MAI Capital Management | 0.00% | Add +14.7% | 1,274 | $431K |
| Sheets Smith Wealth Management | 0.04% | No change | 1,227 | $415K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 1,220 | $413K |
| Compound Planning, Inc. | 0.01% | Add +29.5% | 1,194 | $404K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 1,158 | $403K |
| Waverly Advisors, LLC | 0.00% | Add +1.3% | 1,164 | $394K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.1% | 1,159 | $392K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | No change | 1,150 | $389K |
| Sagewood Asset Management LP | 0.09% | Reduce -4.4% | 1,139 | $385K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -77.6% | 1,139 | $385K |
| Cadent Capital Advisors, LLC | 0.08% | No change | 1,134 | $384K |
| Old National Bancorp | 0.01% | Reduce -2.6% | 1,129 | $382K |
| Merit Financial Group, LLC | 0.00% | Add +6.4% | 1,121 | $379K |
| Parallel Advisors, LLC | 0.01% | Add +10.0% | 1,118 | $378K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.0% | 1,099 | $372K |
| Bank of New Hampshire | 0.08% | Reduce -0.1% | 1,086 | $368K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -13.7% | 1,070 | $366K |
| Global Retirement Partners, LLC | 0.01% | — | 1,077 | $364K |
| Panagora Asset Management Inc. | 0.00% | Add +0.5% | 1,073 | $363K |
| Choreo, LLC | 0.00% | New | 1,057 | $358K |
| AlphaGrep UK Ltd | 0.11% | Add +31.9% | 1,055 | $357K |
| Allegheny Financial Group | 0.04% | Reduce -29.9% | 1,049 | $355K |
| ProShare Advisors LLC | 0.00% | Reduce -7.6% | 1,042 | $353K |
| Qsemble Capital Management, LP | 0.04% | New | 1,021 | $346K |
| American Century Companies Inc. | 0.00% | Reduce -84.6% | 1,015 | $343K |
| Guggenheim Capital LLC | 0.00% | Reduce -72.8% | 1,003 | $339K |
| Praxis Investment Management Inc. | 0.02% | Add +12.6% | 990 | $335K |
| Keystone Financial Services | 0.08% | Reduce -0.4% | 957 | $324K |
| Simplex Trading, LLC | 0.01% | Reduce -34.2% | 955 | $323K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 949 | $321K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.6% | 935 | $316K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $312K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -6.1% | 911 | $308K |
| Pinebridge Investments LLC | 0.00% | New | 908 | $307K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.4% | 902 | $305K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 899 | $304K |
| Inscription Capital, LLC | 0.03% | Add +5.7% | 898 | $304K |
| Signaturefd, LLC | 0.00% | Add +17.1% | 896 | $303K |
| MBB Public Markets I LLC | 0.03% | No change | 894 | $303K |
| Shelton Capital Management | 0.01% | Reduce -4.2% | 889 | $301K |
| PCM Encore, LLC | 0.05% | No change | 880 | $298K |
| KBC Group NV | 0.00% | No change | 873 | $295K |
| Investment Partners Asset Management, Inc. | 0.16% | No change | 836 | $283K |
| Wedmont Private Capital | 0.01% | Add +5.3% | 771 | $283K |
| CIBC Asset Management Inc | 0.00% | Reduce -19.4% | 825 | $279K |
| North Dakota State Investment Board | 0.01% | Add +0.6% | 812 | $275K |
| Calydon Capital | 0.04% | New | 540 | $274K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -0.1% | 806 | $273K |
| Autumn Glory Partners, LLC | 0.08% | Reduce -13.5% | 802 | $271K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -86.4% | 800 | $271K |
| Martingale Asset Management L P | 0.01% | Reduce -82.5% | 798 | $270K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.5% | 793 | $268K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -1.8% | 785 | $266K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -1.8% | 777 | $263K |
| Cambria Investment Management, L.P. | 0.01% | No change | 776 | $263K |
| Baron Wealth Management LLC | 0.07% | No change | 759 | $257K |
| Snowden Capital Advisors LLC | 0.01% | New | 747 | $253K |
| Prelude Capital Management, LLC | 0.02% | Reduce -22.7% | 745 | $252K |
| Mirabella Financial Services LLP | 0.03% | Reduce -17.4% | 737 | $249K |
| Elevated Financial Group LLC | 0.07% | Reduce -16.1% | 731 | $247K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 730 | $247K |
| Hancock Whitney Corp. | 0.00% | Reduce -4.3% | 730 | $247K |
| Advisors Capital Management, LLC | 0.00% | New | 724 | $245K |
| State of Wyoming | 0.02% | Reduce -52.5% | 723 | $245K |
| DV Trading LLC | 0.02% | New | 720 | $244K |
| Birch Financial Group, LLC | 0.12% | Reduce -12.2% | 717 | $243K |
| Elevatus Welath Management | 0.06% | New | 713 | $241K |
| Hantz Financial Services, Inc. | 0.00% | Add +40.5% | 708 | $240K |
| JBF Capital, Inc. | 0.03% | New | 700 | $237K |
| Level Four Advisory Services, LLC | 0.01% | New | 687 | $232K |
| Advisortrust Partners, LLC | 0.08% | New | 686 | $232K |
| Mangrove Partners Im, LLC | 0.02% | New | 680 | $230K |
| Jump Financial, LLC | 0.00% | Reduce -55.4% | 679 | $230K |
| Nomura Holdings Inc. | 0.00% | New | 669 | $226K |
| Mattson Financial Services, LLC | 0.05% | Reduce -35.3% | 600 | $226K |
| Net Worth Advisory Group | 0.06% | New | 666 | $225K |
| QRG Capital Management, Inc. | 0.00% | New | 665 | $225K |
| Westmount Partners, LLC | 0.05% | New | 661 | $224K |
| Sanchez Gaunt Capital Management, LLC | 0.12% | New | 654 | $221K |
| First Nebraska Trust Co | 0.02% | New | 643 | $218K |
| Cooper Financial Group | 0.02% | Reduce -22.5% | 642 | $217K |
| iSAM Funds (UK) Ltd | 0.15% | New | 640 | $217K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 638 | $216K |
| Waddell & Associates, LLC | 0.01% | New | 631 | $214K |
| Farringdon Capital, Ltd. | 0.11% | Reduce -32.3% | 627 | $212K |
| One Wealth Advisors, LLC | 0.02% | Reduce -30.9% | 627 | $212K |
| Narus Financial Partners, LLC | 0.05% | New | 620 | $210K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 611 | $207K |
| Brown Financial Advisors | 0.07% | Reduce -33.3% | 608 | $206K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 607 | $205K |
| Diametric Capital, LP | 0.02% | New | 606 | $205K |
| Dodge & Cox | 0.00% | New | 600 | $203K |
| Profund Advisors LLC | 0.01% | New | 598 | $202K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -90.2% | 580 | $196K |
| Versant Capital Management, Inc | 0.02% | Add +3.0% | 512 | $173K |
| Paradigm Asset Management Co. LLC | 0.04% | New | 500 | $169K |
| Jones Financial Companies LLLP | 0.00% | Add +67.0% | 491 | $168K |
| Vanguard National Trust Co | 0.01% | No change | 467 | $158K |
| Allworth Financial LP | 0.00% | Reduce -5.8% | 459 | $155K |
| UMB Bank, n.a. | 0.00% | Reduce -2.4% | 454 | $154K |
| Smithfield Trust Co | 0.00% | No change | 360 | $122K |
| Smartleaf Asset Management LLC | 0.00% | No change | 347 | $119K |
| Basepoint Wealth LLC | 0.07% | No change | 347 | $117K |
| Truvestments Capital LLC | 0.02% | No change | 330 | $112K |
| American National Bank & Trust | 0.01% | No change | 277 | $94K |
| Quarry LP | 0.01% | Reduce -76.2% | 270 | $91K |
| National Bank of Canada | 0.00% | Reduce -12.5% | 265 | $90K |
| Millstone Evans Group, LLC | 0.04% | Add +117.3% | 239 | $81K |
| Walleye Capital LLC | 0.00% | Reduce -91.1% | 238 | $81K |
| WealthCollab, LLC | 0.03% | No change | 229 | $77K |
| Huntington National Bank | 0.00% | Reduce -7.9% | 221 | $75K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $68K |
| Bessemer Group Inc. | 0.00% | Add +1.1% | 192 | $65K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.3% | 174 | $59K |
| Private Trust Co. NA | 0.00% | Reduce -11.7% | 159 | $54K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.2% | 142 | $48K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -16.5% | 142 | $48K |
| Tema ETFs LLC | 0.00% | Reduce -50.4% | 125 | $42K |
| Whittier Trust Co. | 0.00% | No change | 104 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -43.0% | 102 | $35K |
| Trust Co. of Toledo NA | 0.00% | No change | 99 | $34K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 98 | $33K |
| SBI Securities Co., Ltd. | 0.00% | No change | 93 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 76 | $26K |
| CVA Family Office, LLC | 0.00% | Add +13.4% | 76 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 75 | $25K |
| Larson Financial Group LLC | 0.00% | Add +208.3% | 74 | $25K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $24K |
| CX Institutional | 0.00% | No change | 66 | $22K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +96.9% | 63 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -6.2% | 61 | $21K |
| Covestor Ltd | 0.01% | No change | 58 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | New | 59 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $18K |
| Fiduciary Financial Advisors | 0.00% | New | 53 | $17K |
| LRI Investments, LLC | 0.00% | Reduce -2.0% | 49 | $17K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 47 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 47 | $16K |
| Accent Capital Management, LLC | 0.01% | New | 42 | $14K |
| Toronto Dominion Bank | 0.00% | No change | 40 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 41 | $14K |
| Bullock Wealth Management Group | 0.01% | No change | 41 | $14K |
| Grove Bank & Trust | 0.00% | No change | 39 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 39 | $13K |
| Continuum Advisory, LLC | 0.00% | New | 36 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Add +250.0% | 35 | $12K |
| Persistent Asset Partners Ltd | 0.00% | New | 34 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +135.7% | 33 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $11K |
| Highline Wealth Partners LLC | 0.00% | Add +31.8% | 29 | $10K |
| Rossby Financial, LCC | 0.00% | Reduce -3.5% | 28 | $9K |
| Key Financial Inc | 0.00% | No change | 27 | $9K |
| Zions Bancorporation, National Association | 0.00% | Add +170.0% | 27 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 25 | $8K |
| United Financial Planning Group LLC | 0.00% | No change | 24 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 24 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 24 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 24 | $8K |
| True Wealth Design, LLC | 0.00% | No change | 23 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +4.5% | 23 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 17 | $6K |
| Mather Group, Llc. | 0.00% | No change | 17 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 16 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +36.4% | 15 | $5K |
| HM Payson & Co. | 0.00% | No change | 14 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -44.0% | 14 | $5K |
| Marquette Asset Management, LLC | 0.00% | No change | 13 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +18.2% | 13 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 13 | $4K |
| Dogwood Wealth Management LLC | 0.00% | No change | 12 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 12 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.3% | 12 | $4K |
| CENTRAL TRUST Co | 0.00% | Add +266.7% | 11 | $4K |
| JPL Wealth Management, LLC | 0.00% | No change | 9 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 9 | $3K |
| North Star Investment Management Corp. | 0.00% | Reduce -25.0% | 9 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 8 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +166.7% | 8 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 8 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +700.0% | 8 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 8 | $3K |
| Kilter Group LLC | 0.00% | Reduce -12.5% | 7 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 7 | $2K |
| Elequin Capital, LP | 0.00% | New | 7 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $2K |
| SouthState Bank Corp | 0.00% | No change | 6 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 6 | $2K |
| Investors Portfolio Services LLC | 0.00% | No change | 6 | $2K |
| Whipplewood Advisors, LLC | 0.00% | No change | 6 | $2K |
| First Horizon Corp. | 0.00% | No change | 6 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 6 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -60.0% | 6 | $2K |
| Avion Wealth | 0.00% | No change | 7 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $2K |
| IFG Advisory, LLC | 0.00% | New | 5 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $2K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 5 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 5 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 4 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 4 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -20.0% | 4 | $1K |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Logan Capital Management Inc. | 0.00% | — | 4 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.0% | 4 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -76.9% | 3 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 3 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| SHP Wealth Management | 0.00% | No change | 3 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 2 | $1K |
| Navigoe, LLC | 0.00% | New | 3 | $1K |
| CKW Financial Group | 0.00% | New | 4 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 2 | $677 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 2 | $677 |
| Bare Financial Services, Inc | 0.00% | No change | 2 | $677 |
| Rakuten Securities, Inc. | 0.00% | New | 2 | $677 |
| Sachetta, LLC | 0.00% | New | 1 | $339 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $339 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $339 |
| Rothschild Investment LLC | 0.00% | Reduce -83.3% | 1 | $338 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 1 | $338 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $337 |
| 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.