Aon PLC Class AAON

13F holders, Q1 2024 (March 31)
1,075holders
12famous investors
$333.54avg. 13F price*

At the end of Q1 2024, 1,075 institutions reported holding Aon PLC Class A (AON) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock Inc. ($4.8B) and Massachusetts Financial Services Co. ($4.1B). 12 famous investors held it, including Warren Buffett (0.4% of Berkshire Hathaway's portfolio), Tom Gayner (0.4% of Markel Group's portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).

Company
Aon PLC Class A
Sector
Finance
CUSIP
G0403H108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions115$1.0B
Exits94$1.1B

Ownership 1,075 holders

Vanguard Group Inc. 0.12% Add +0.4% 17,661,672 $5.9B
BlackRock Inc. 0.11% Add +7.9% 14,484,928 $4.8B
Massachusetts Financial Services Co. 1.22% Reduce -1.8% 12,242,867 $4.1B
Capital World Investors 0.54% Add +0.1% 9,746,563 $3.3B
State Street Corp. 0.12% Add +0.3% 8,242,463 $2.8B
Morgan Stanley 0.19% Add +16.6% 7,214,371 $2.4B
Capital International Investors 0.35% Reduce -5.1% 5,241,586 $1.7B
Mawer Investment Management Ltd. 6.74% Reduce -1.6% 4,353,681 $1.5B
WCM Investment Management, LLC 3.44% Reduce -2.3% 4,335,658 $1.4B
Berkshire Hathaway 0.41% No change 4,100,000 $1.4B
Geode Capital Management, LLC 0.12% Reduce -6.9% 3,904,270 $1.3B
Lazard Asset Management LLC 1.51% Reduce -10.1% 3,434,343 $1.1B
Sustainable Growth Advisers, LP 3.92% Add +4.8% 2,805,199 $936.2M
Eagle Capital Management LLC 3.60% Add +40.8% 2,789,534 $930.9M
Mackenzie Financial Corp. 1.19% Add +5.5% 2,460,462 $821.1M
Independent Franchise Partners LLP 6.52% Add +22.1% 2,360,369 $787.7M
Northern Trust Corp. 0.12% Reduce -5.1% 2,034,289 $678.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.90% Add +32.0% 1,943,733 $648.7M
Bank of America Corp. 0.06% Add +15.2% 1,852,049 $618.1M
Neuberger Berman Group LLC 0.48% Reduce -1.3% 1,722,279 $574.8M
Longview Partners (Guernsey) LTD 3.70% Add +0.6% 1,719,104 $573.7M
Norges Bank 0.08% Add +6.7% 1,551,583 $517.8M
Bank of New York Mellon Corp 0.09% Add +0.9% 1,452,406 $484.7M
Legal & General Group Plc 0.14% Reduce -2.1% 1,415,689 $472.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Reduce -4.1% 1,276,364 $425.9M
FIL Ltd 0.41% Add +20.6% 1,242,477 $414.6M
Cantillon Capital Management LLC 2.51% Reduce -2.0% 1,196,190 $399.2M
Invesco Ltd. 0.08% Reduce -7.6% 1,120,599 $374.0M
Charles Schwab Investment Management Inc. 0.08% Add +1.8% 1,077,500 $359.6M
JPMorgan Chase & Co. 0.03% Add +10.5% 1,063,721 $355.0M
California Public Employees Retirement System 0.25% Reduce -1.9% 1,057,283 $352.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.39% Add +244.7% 1,003,618 $334.9M
Boston Partners 0.39% Add +53.6% 984,445 $326.9M
Manufacturers Life Insurance Company, The 0.30% Add +1.5% 964,564 $321.9M
Barclays PLC 0.14% Add +21.9% 951,075 $317.4M
Principal Financial Group Inc. 0.17% Reduce -0.2% 875,862 $292.3M
Polen Capital Management LLC 0.64% Add +1.3% 830,116 $277.0M
C WorldWide Group Holding A/S 3.13% Reduce -0.6% 824,075 $275.0M
Meritage Group LP 6.09% New 774,514 $258.5M
Goldman Sachs Group Inc. 0.05% Reduce -23.6% 752,921 $251.3M
First Pacific Advisors, LP 3.44% Add +1.2% 721,804 $240.9M
Ameriprise Financial Inc. 0.06% Add +131.3% 703,975 $234.9M
T. Rowe Price Associates Inc. 0.03% Reduce -25.2% 658,409 $219.7M
Farallon Capital Management, L.L.C. 1.27% New 632,000 $210.9M
USS Investment Management Ltd 1.69% Add +16.1% 613,709 $204.8M
Blair William & Co. 0.64% Reduce -17.5% 611,165 $204.0M
Dimensional Fund Advisors LP 0.06% Reduce -20.4% 609,384 $203.4M
Swiss National Bank 0.14% Reduce -5.5% 599,600 $200.1M
OMERS ADMINISTRATION Corp 2.27% No change 594,265 $198.3M
Fiera Capital Corp 0.55% Reduce -16.4% 567,093 $189.3M
Nuveen Asset Management, LLC 0.05% Reduce -15.0% 535,801 $178.8M
Voloridge Investment Management, LLC 0.65% Add +72.9% 532,488 $177.7M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -1.8% 496,766 $165.8M
Qube Research & Technologies Ltd 0.26% Reduce -44.2% 436,778 $145.8M
Royal Bank of Canada 0.03% Reduce -19.1% 417,163 $139.2M
Amundi 0.06% Reduce -8.2% 413,378 $127.6M
FMR LLC 0.01% Add +22.2% 375,987 $125.5M
Envestnet Asset Management Inc. 0.05% Add +4.3% 369,601 $123.3M
Rhumbline Advisers 0.12% Reduce -1.8% 364,623 $121.7M
National Pension Service 0.15% New 364,094 $121.5M
Douglass Winthrop Advisors, LLC 2.45% Add +0.7% 356,718 $119.0M
Haverford Trust Co 1.21% Add +0.5% 347,264 $115.9M
Assenagon Asset Management S.A. 0.31% Add +401.6% 344,891 $115.1M
Natixis Advisors, LLC 0.26% Reduce -26.3% 340,545 $113.6M
Russell Investments Group, Ltd. 0.18% Add +0.9% 340,076 $113.5M
California State Teachers Retirement System 0.14% Add +0.3% 332,663 $111.0M
NorthCoast Asset Management LLC 1.40% Add +116.6% 329,027 $109.8M
Bank of Montreal 0.03% Add +0.1% 324,848 $109.0M
Wells Fargo & Company 0.03% Add +11.9% 324,738 $108.4M
Veritas Asset Management LLP 0.76% New 311,890 $104.1M
New York State Common Retirement Fund 0.14% Reduce -8.4% 307,960 $102.8M
BloombergSen Inc. 8.79% Reduce -1.9% 305,072 $101.8M
Deutsche Bank AG 0.05% Reduce -21.8% 303,731 $101.4M
Point72 Asset Management 0.30% Add +2933.3% 300,754 $100.4M
Ceredex Value Advisors LLC 1.74% New 297,763 $99.4M
Prana Capital Management, LP 4.34% Add +71.4% 289,829 $96.7M
Credit Suisse AG/ 0.09% Reduce -4.6% 282,523 $94.3M
DAVENPORT & Co LLC 0.58% Add +2.3% 281,259 $93.8M
Capital Group Private Client Services, Inc. 0.95% Reduce -23.2% 278,846 $93.1M
DekaBank Deutsche Girozentrale 0.17% Add +27.8% 275,109 $92.1M
Healthcare of Ontario Pension Plan Trust Fund 0.32% Add +216.1% 275,000 $91.8M
UBS Group AG 0.03% Reduce -7.7% 267,137 $89.1M
Artisan Partners Limited Partnership 0.12% Reduce -68.4% 256,482 $85.6M
Pictet Asset Management Holding SA 0.09% Add +12.0% 252,251 $84.2M
Schroder Investment Management Group 0.10% Add +6.7% 242,175 $80.8M
James Hambro & Partners LLP 3.74% Add +6.9% 239,360 $79.9M
Aviva PLC 0.27% Reduce -3.1% 238,756 $79.7M
Ensign Peak Advisors, Inc 0.14% Add +15.4% 235,519 $78.6M
Nicholas Company, Inc. 1.26% No change 228,245 $76.2M
Sei Investments Co. 0.11% Reduce -15.2% 226,616 $75.6M
Renaissance Technologies 0.12% Add +71.3% 221,701 $74.0M
Zurich Insurance Group Ltd 0.67% Add +167.9% 219,237 $73.2M
Alliancebernstein L.P. 0.03% Reduce -5.4% 219,168 $73.1M
State Board of Administration of Florida Retirement System 0.17% Add +8.3% 227,465 $71.7M
Bowie Capital Management, LLC 5.83% Add +24.9% 212,395 $70.9M
Cooper Investors PTY Ltd. 3.95% Reduce -4.2% 205,299 $68.5M
Woodline Partners LP 0.61% New 199,078 $66.4M
Broad Run Investment Management, LLC 7.68% Reduce -0.9% 187,401 $62.5M
New York State Teachers Retirement System 0.13% Reduce -3.1% 184,641 $61.6M
Man Group plc 0.17% Reduce -19.1% 184,221 $61.5M
Raymond James & Associates 0.04% Add +6.0% 178,914 $59.7M
Korea Investment CORP 0.15% Reduce -0.5% 176,605 $58.9M
Artemis Investment Management LLP 0.73% Add +9.2% 168,901 $56.3M
Storebrand Asset Management As 0.19% Reduce -4.6% 166,721 $55.6M
CIBC Asset Management Inc 0.18% Reduce -5.5% 159,197 $53.1M
Weitz Investment Management, Inc. 2.67% Add +9.4% 158,300 $52.8M
Stifel Financial Corp. 0.06% Reduce -21.3% 154,676 $51.6M
SRB Corp. 2.84% Reduce -38.0% 153,426 $51.2M
Central Securities Corp 5.05% No change 150,000 $50.1M
HM Payson & Co. 0.92% Reduce -19.9% 147,662 $49.3M
Night Owl Capital Management, LLC 7.27% Add +48.2% 143,499 $47.9M
CapitalatWork S.A. 1.60% Add +0.8% 142,580 $47.6M
GFI Investment Counsel Ltd. 5.88% Add +6.2% 139,054 $46.4M
Ycg, LLC 3.63% Reduce -1.0% 140,355 $45.7M
APG Asset Management N.V. 0.08% Reduce -0.4% 147,705 $45.6M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -15.2% 130,995 $43.7M
Citigroup Inc. 0.05% Reduce -19.4% 127,279 $42.5M
Frontier Capital Management Co. LLC 0.39% Reduce -7.6% 126,135 $42.1M
PNC Financial Services Group, Inc. 0.03% Add +6.8% 123,581 $41.2M
Cannell & Spears LLC 0.85% Add +1.6% 123,206 $41.1M
Onex Canada Asset Management Inc. 4.09% Add +6.5% 122,648 $40.9M
TCTC Holdings, LLC 1.33% No change 120,000 $40.0M
State of New Jersey Common Pension Fund D 0.12% No change 116,545 $38.9M
Davis R M Inc. 0.81% Add +1.0% 115,503 $38.5M
HSBC Holdings PLC 0.03% Reduce -61.0% 115,225 $38.5M
Toronto Dominion Bank 0.06% Reduce -11.5% 115,094 $38.4M
Danske Bank A/S 0.12% — 114,244 $38.1M
Pensioenfonds Rail & Ov 2.76% Reduce -24.1% 113,764 $38.0M
Nomura Asset Management Co. Ltd. 0.14% Add +65.1% 112,914 $37.7M
Obermeyer Wealth Partners 2.22% Reduce -31.9% 112,774 $37.6M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -0.9% 110,872 $37.0M
Markel Group 0.36% Add +4.5% 110,050 $36.7M
State of Wisconsin Investment Board 0.10% Reduce -8.8% 108,355 $36.2M
Ironvine Capital Partners, LLC 3.96% Add +0.2% 108,125 $36.1M
Voya Investment Management LLC 0.04% Reduce -76.2% 107,952 $36.0M
Swedbank AB 0.05% Reduce -19.7% 104,242 $34.8M
Williams Jones Wealth Management, LLC. 0.44% Reduce -8.3% 103,706 $34.6M
State of Tennessee, Department of Treasury 0.13% Add +15.3% 103,362 $34.5M
Intech Investment Management LLC 0.48% Add +54.7% 102,873 $34.3M
Verition Fund Management LLC 0.37% Add +1351.9% 102,286 $34.1M
Waters Parkerson & Co., LLC 1.75% Add +0.4% 101,881 $34.0M
Petrus Trust Company, LTA 3.07% Add +0.2% 101,715 $33.9M
Public Employees Retirement System of Ohio 0.13% Reduce -7.5% 100,819 $33.6M
Dudley & Shanley, Inc. 5.66% Reduce -7.1% 100,528 $33.5M
CIBC Private Wealth Group LLC 0.07% Reduce -12.0% 101,325 $33.4M
Connectus Wealth, LLC 0.90% Reduce -0.2% 98,907 $33.0M
Citadel Advisors 0.03% Reduce -58.7% 97,178 $32.4M
Cibc World Markets Corp. 0.21% Add +104.0% 94,868 $31.7M
Gateway Investment Advisers LLC 0.36% Reduce 0.0% 93,895 $31.3M
Treasurer of the State of North Carolina 0.13% Add +0.6% 90,975 $30.4M
AQR Capital Management 0.05% Reduce -21.9% 88,661 $29.6M
Squarepoint Ops LLC 0.12% Reduce -62.1% 87,028 $29.0M
Border to Coast Pensions Partnership Ltd 0.63% No change 85,176 $28.4M
Aberdeen Group plc 0.06% Reduce -7.2% 84,278 $28.1M
Asset Management One Co., Ltd. 0.11% Reduce -5.3% 83,631 $27.9M
Corient Private Wealth LP 0.05% Reduce -2.5% 82,922 $27.7M
Advisors Capital Management, LLC 0.50% Add +3.2% 82,327 $27.5M
Millennium Management 0.02% Reduce -76.5% 82,325 $27.5M
Orion Porfolio Solutions, LLC 0.29% Add +4.0% 81,690 $27.3M
Orion Portfolio Solutions, LLC 0.29% Add +4.0% 81,690 $27.3M
Mn Services Vermogensbeheer B.V. 0.20% New 81,000 $27.0M
Royal London Asset Management Ltd. 0.07% Reduce -2.6% 80,827 $27.0M
LFL Advisers, LLC 9.58% Add +9.2% 79,564 $26.6M
Victory Capital Management Inc. 0.03% Reduce -1.5% 75,431 $25.2M
Robeco Institutional Asset Management B.V. 0.05% Reduce -40.6% 75,247 $25.1M
Mediolanum International Funds Ltd 0.40% — 74,128 $24.7M
TD Asset Management Inc 0.02% Reduce -0.7% 73,394 $24.5M
Bank of Nova Scotia 0.05% Reduce -31.1% 71,979 $24.0M
Rafferty Asset Management, LLC 0.09% Reduce -0.8% 70,416 $23.5M
Capital International Sarl 0.78% Reduce -0.8% 70,289 $23.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +7.4% 69,945 $23.3M
STRS Ohio 0.09% Reduce -2.9% 69,894 $23.3M
Handelsbanken Fonder AB 0.10% Reduce -7.1% 67,114 $22.4M
Capital International, Inc. 0.30% Add +6.1% 66,672 $22.2M
Vident Advisory, LLC 0.46% Add +857.3% 66,620 $22.2M
Banque Pictet & Cie SA 0.23% Add +8.2% 65,844 $22.0M
Saraza Management, LP 5.63% New 65,000 $21.7M
AXA S.A. 0.07% Add +10.6% 64,947 $21.7M
SG Americas Securities, LLC 0.11% Add +675.6% 64,263 $21.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.71% Add +12.0% 63,537 $21.2M
Todd Asset Management LLC 0.43% Add +9.9% 62,311 $20.8M
Bank Pictet & Cie (Europe) AG 0.54% Add +20.9% 62,213 $20.8M
Cresset Asset Management, LLC 0.10% Add +29.4% 60,797 $20.3M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -2.1% 60,512 $20.2M
American International Group, Inc. 0.07% Reduce -1.1% 60,079 $20.0M
Teacher Retirement System of Texas 0.13% Reduce -17.6% 59,621 $19.9M
Franklin Resources Inc. 0.01% Reduce -3.3% 57,695 $19.3M
Nisa Investment Advisors, LLC 0.12% Add +3.2% 57,512 $19.2M
Arizona State Retirement System 0.13% Add +0.7% 57,456 $19.2M
Varma Mutual Pension Insurance Co 0.17% Add +474.0% 57,400 $19.2M
Abner Herrman & Brock LLC 2.38% Reduce -10.7% 57,144 $19.1M
Vontobel Asset Management Inc. 0.10% Reduce -9.0% 56,008 $18.7M
State of Michigan Retirement System 0.10% No change 54,858 $18.3M
Ninety One UK Ltd 0.05% Add +671.9% 54,347 $18.1M
D. E. Shaw & Co. 0.02% Reduce -65.9% 54,017 $18.0M
Teachers Retirement System of the State of Kentucky 0.15% Add +10.9% 51,887 $17.3M
Canoe Financial LP 0.28% New 51,509 $17.2M
Bridgewater Associates 0.09% Reduce -9.8% 50,490 $16.8M
Allianz Asset Management GmbH 0.03% Reduce -42.9% 50,429 $16.8M
Janus Henderson Group PLC 0.01% Reduce -87.8% 49,947 $16.7M
Forsta Ap-Fonden 0.14% Reduce -10.0% 49,700 $16.6M
Federated Hermes, Inc. 0.04% Add +0.6% 49,513 $16.5M
Worldquant Millennium Advisors LLC 0.20% Reduce -14.1% 49,360 $16.5M
Global Frontier Investments LLC 4.79% No change 49,000 $16.4M
Capital International Ltd. 0.78% Add +1.8% 48,707 $16.3M
Pathstone Holdings, LLC 0.08% Add +57.6% 48,531 $16.2M
Tower Bridge Advisors 1.67% Add +0.3% 48,229 $16.1M
LPL Financial LLC 0.01% Add +6.9% 47,846 $16.0M
Susquehanna International Group, LLP 0.02% Reduce -40.1% 47,648 $15.9M
Bell Asset Management Ltd 2.32% Add +30.6% 47,459 $15.8M
Cullen/Frost Bankers, Inc. 0.23% Reduce -1.4% 47,085 $15.7M
MetLife Investment Management, LLC 0.10% Reduce -3.5% 46,841 $15.6M
Kornitzer Capital Management Inc. 0.29% Add +11.3% 46,567 $15.5M
Avalon Trust Co 1.27% Reduce -0.6% 46,351 $15.5M
Cibc World Market Inc. 0.04% Reduce -8.9% 46,103 $15.4M
Van Hulzen Asset Management, LLC 1.01% Add +325.6% 45,880 $15.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.17% Reduce -3.8% 45,585 $15.2M
Janney Montgomery Scott LLC 0.05% Add +1.8% 45,412 $15.2M
Retirement Systems of Alabama 0.06% Add +0.1% 44,190 $14.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +0.3% 43,953 $14.7M
Xponance LLC 0.15% Add +24.2% 42,183 $14.1M
Intermede Investment Partners Ltd 0.29% Reduce -12.8% 42,153 $14.1M
Corsair Capital Management, L.P. 3.89% Reduce -0.6% 41,522 $13.9M
Texas Permanent School Fund Corp. 0.11% Add +0.1% 41,389 $13.8M
Prudential Financial Inc. 0.02% Reduce -28.6% 41,322 $13.8M
Amalgamated Bank 0.12% Reduce -16.8% 41,216 $13.8M
M&T Bank Corp 0.05% Reduce -3.8% 40,993 $13.7M
Panagora Asset Management Inc. 0.07% Add +2.5% 40,543 $13.5M
Ossiam 0.23% Reduce -17.0% 40,060 $13.4M
Schonfeld Strategic Advisors LLC 0.11% Reduce -26.6% 40,000 $13.3M
HighTower Advisors, LLC 0.02% Reduce -0.2% 39,413 $13.1M
ProShare Advisors LLC 0.03% Reduce -6.2% 38,789 $12.9M
PGGM Investments 0.19% Reduce -5.5% 38,332 $12.8M
Federation des caisses Desjardins du Quebec 0.09% Add +5.9% 41,194 $12.2M
Czech National Bank 0.15% Add +0.5% 35,228 $11.8M
Utah Retirement Systems 0.13% Reduce -0.1% 34,349 $11.5M
Mariner, LLC 0.02% Add +1.0% 34,115 $11.4M
Capital Fund Management S.A. 0.14% Reduce -73.3% 34,052 $11.4M
Factory Mutual Insurance Co. 0.13% No change 34,000 $11.3M
Zevin Asset Management LLC 1.88% Add +1.9% 33,808 $11.3M
Baader Bank Aktiengesellschaft 0.92% Add +13.2% 33,691 $11.2M
US Bancorp \de 0.02% Reduce -37.0% 33,335 $11.1M
Troluce Capital Advisors LLC 2.47% New 33,300 $11.1M
Cerity Partners LLC 0.03% Add +79.8% 33,198 $11.1M
Creative Planning 0.01% Add +1.9% 32,806 $10.9M
Borer Denton & Associates, Inc. 3.86% Add +0.6% 32,657 $10.9M
Great Lakes Advisors, LLC 0.09% Add +39.9% 32,459 $10.8M
Kerrisdale Advisers, LLC 3.40% Reduce -38.8% 32,450 $10.8M
KBC Group NV 0.03% Reduce -23.6% 32,332 $10.8M
Jane Street Group, LLC 0.01% Reduce -62.8% 31,753 $10.6M
Motley Fool Asset Management LLC 0.69% Reduce -4.8% 31,750 $10.6M
Stephens Inc. 0.16% Add +2.3% 31,710 $10.6M
Public Sector Pension Investment Board 0.08% Add +0.6% 31,488 $10.5M
Graham Capital Management, L.P. 0.56% Reduce -1.3% 31,477 $10.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +5.8% 32,358 $10.3M
Kirr Marbach & Co. LLC 2.47% Reduce -1.3% 30,729 $10.3M
Motco 0.61% Add +511033.3% 30,668 $10.2M
Commonwealth Equity Services, LLC 0.02% Reduce -6.4% 30,659 $10.2M
Acadian Asset Management LLC 0.04% Reduce -85.2% 30,093 $10.0M
YHB Investment Advisors, Inc. 0.89% Reduce -7.2% 30,048 $10.0M
Yousif Capital Management, LLC 0.11% Reduce -2.0% 29,905 $10.0M
Peapack Gladstone Financial Corp. 0.16% Add +0.6% 29,857 $10.0M
Baird Financial Group, Inc. 0.02% Add +2.7% 29,647 $9.9M
First Manhattan Co. Llc. 0.03% Reduce -0.7% 29,638 $9.9M
Unio Capital LLC 4.29% Add +40.3% 29,185 $9.7M
Silvercrest Asset Management Group LLC 0.06% Reduce -5.1% 28,752 $9.6M
Public Employees Retirement Association of Colorado 0.04% Reduce -7.0% 28,016 $9.3M
New York Life Investment Management LLC 0.09% Reduce -3.6% 27,398 $9.1M
O'shaughnessy Asset Management, LLC 0.10% Add +0.7% 27,338 $9.1M
Fifth Third Bancorp 0.04% Reduce -2.6% 26,936 $9.0M
National Bank of Canada 0.02% Add +16.3% 30,607 $9.0M
Glenmede Trust Co. NA 0.04% Add +39.4% 26,517 $8.8M
Mutual of America Capital Management LLC 0.09% Reduce -2.1% 26,250 $8.8M
Hantz Financial Services, Inc. 0.17% Reduce -7.3% 25,410 $8.5M
Citizens Financial Group Inc. 0.28% Reduce -1.7% 25,291 $8.4M
GHP Investment Advisors, Inc. 0.42% Add +2.6% 25,235 $8.4M
Capitolis Liquid Global Markets LLC 0.13% New 25,000 $8.3M
Truist Financial Corp. 0.01% Reduce -21.6% 24,944 $8.3M
Fiduciary Group, LLC 0.89% Reduce -5.1% 24,562 $8.2M
American Century Companies Inc. 0.01% Reduce -13.7% 24,203 $8.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +2.7% 23,980 $8.0M
Nissay Asset Management Corp. /Japan 0.06% Add +0.6% 23,975 $8.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +0.3% 23,806 $7.9M
Beese Fulmer Investment Management, Inc. 0.75% Add +10.1% 23,740 $7.9M
Marks Group Wealth Management, Inc 0.79% Add +6.6% 22,601 $7.5M
State of Alaska, Department of Revenue 0.08% Add +0.5% 21,725 $7.3M
First Foundation Advisors 0.29% Reduce -4.3% 21,714 $7.2M
Bessemer Group Inc. 0.01% Reduce -96.2% 21,651 $7.2M
Pacer Advisors, Inc. 0.02% Reduce -16.5% 21,468 $7.2M
Violich Capital Management, Inc. 1.02% Add +0.2% 21,418 $7.1M
Haverford Financial Services, Inc. 2.05% Reduce -0.3% 21,368 $7.1M
Live Oak Private Wealth LLC 1.23% Reduce -1.0% 21,281 $7.1M
Daiwa Securities Group Inc. 0.04% Add +14.2% 21,145 $7.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -39.9% 20,238 $6.8M
Strategy Asset Managers LLC 1.44% Reduce -10.2% 20,184 $6.7M
Ethic Inc. 0.17% Reduce -5.1% 20,151 $6.7M
Scotia Capital Inc. 0.04% Add +2.6% 20,100 $6.7M
Commerce Bank 0.04% Reduce -3.7% 20,042 $6.7M
Carderock Capital Management Inc. 1.86% Reduce -22.6% 19,937 $6.7M
Boston Common Asset Management, LLC 0.16% Reduce -3.6% 19,797 $6.6M
Cetera Investment Advisers 0.02% Add +255.5% 19,448 $6.5M
Vontobel Holding Ltd. 0.05% Reduce -3.8% 18,881 $6.3M
Los Angeles Capital Management LLC 0.02% Add +26.5% 18,615 $6.2M
Regions Financial Corp. 0.05% Add +10.9% 18,540 $6.2M
Elo Mutual Pension Insurance Co 0.14% Add +3.3% 18,294 $6.1M
EULAV Asset Management 0.17% Reduce -74.2% 18,000 $6.0M
Caisse de depot et placement du Quebec 0.01% Reduce -69.5% 17,946 $6.0M
Kwmg, LLC 0.66% Add +1.9% 17,938 $6.0M
Captrust Financial Advisors 0.02% Reduce -23.8% 17,703 $5.9M
Biltmore Family Office, LLC 1.15% No change 17,485 $5.8M
Shelton Capital Management 0.17% No change 17,484 $5.8M
Johnson Investment Counsel Inc. 0.06% Reduce -2.1% 17,311 $5.8M
Oregon Public Employees Retirement Fund 0.11% Add +9.6% 17,152 $5.7M
Macquarie Group Ltd. 0.01% Add +8.8% 16,905 $5.6M
Gulf International Bank (UK) Ltd 0.14% Add +0.5% 16,861 $5.6M
Dash Acquisitions Inc. 1.70% Add +41.7% 17,697 $5.4M
Partners Capital Investment Group, LLP 0.16% Reduce -51.0% 16,049 $5.4M
Gratus Capital, LLC 0.24% Reduce -14.5% 15,788 $5.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -5.0% 15,482 $5.2M
Balyasny Asset Management L.P. 0.01% Add +340.6% 15,404 $5.1M
Susquehanna Fundamental Investments, LLC 0.24% New 15,292 $5.1M
MML Investors Services, LLC 0.02% Reduce -3.5% 15,235 $5.1M
Ieq Capital, LLC 0.07% Add +1.3% 15,228 $5.1M
Kentucky Retirement Systems 0.15% Reduce -5.1% 15,205 $5.1M
SYSTM Wealth Solutions LLC 0.64% Add +17.0% 15,172 $5.1M
Foyston, Gordon & Payne Inc 1.21% Reduce -2.5% 15,110 $5.0M
Vanguard Personalized Indexing Management, LLC 0.11% Add +18.8% 15,100 $5.0M
Tidal Investments LLC 0.09% Add +45.1% 14,926 $5.0M
Rockefeller Capital Management L.P. 0.01% Reduce -9.6% 14,784 $4.9M
Nordea Investment Management AB 0.01% Add +3.1% 14,718 $4.9M
Maryland State Retirement & Pension System 0.09% No change 15,444 $4.7M
Synovus Financial Corp. 0.06% Add +1.6% 14,125 $4.7M
Osaic Holdings, Inc. 0.01% Reduce -53.6% 13,916 $4.6M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -46.8% 13,679 $4.6M
Susquehanna Portfolio Strategies, LLC 0.11% No change 13,600 $4.5M
Elevation Point Wealth Partners, LLC 0.35% Reduce -1.4% 13,562 $4.5M
Pittenger & Anderson Inc. 0.18% No change 13,560 $4.5M
Cornerstone Advisors, LLC 0.19% No change 13,500 $4.5M
Jasper Ridge Partners, L.P. 0.14% No change 13,388 $4.5M
Equitable Trust Co. 0.31% Add +1.0% 13,259 $4.4M
Lighthouse Investment Partners, LLC 0.26% New 13,164 $4.4M
Wealthfront Advisers LLC 0.02% Reduce -8.8% 13,107 $4.4M
Calamos Advisors LLC 0.03% No change 13,000 $4.3M
Gotham Asset Management 0.06% Add +75.1% 12,758 $4.3M
Diversified Trust Co. 0.13% Add +15.1% 12,733 $4.2M
Circle Wealth Management, LLC 0.10% Add +3.9% 12,233 $4.1M
Capital Planning Advisors, LLC 0.72% Add +2.9% 12,211 $4.1M
Accurate Wealth Management, LLC 1.18% Reduce -2.5% 12,996 $4.0M
Oppenheimer Asset Management Inc. 0.06% Reduce -6.8% 12,079 $4.0M
Townsquare Capital LLC 0.06% Add +14.6% 11,869 $4.0M
MV Capital Management, Inc. 0.45% Add +19.4% 11,843 $4.0M
Walleye Capital LLC 0.05% New 11,797 $3.9M
Securian Asset Management, Inc. 0.12% Reduce -7.1% 11,769 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.0% 11,724 $3.9M
Louisiana State Employees Retirement System 0.08% Reduce -3.3% 11,700 $3.9M
Yacktman Asset Management 0.04% New 11,670 $3.9M
Ostrum Asset Management 0.30% Add +1.3% 11,521 $3.8M
Cumberland Partners Ltd 0.28% Reduce -68.7% 11,391 $3.8M
Rothschild Investment LLC 0.28% Add +0.0% 11,390 $3.8M
Chesley Taft & Associates LLC 0.19% Reduce -1.1% 11,356 $3.8M
Alps Advisors Inc. 0.03% Add +1.4% 11,345 $3.8M
Credit Agricole S A 0.06% Add +114.7% 12,163 $3.8M
Bleakley Financial Group, LLC 0.11% Reduce -2.0% 10,969 $3.7M
Simplicity Wealth,LLC 0.09% New 10,956 $3.7M
Anderson Hoagland & Co. 0.41% Add +4.9% 11,495 $3.6M
Barings LLC 0.09% Add +5.7% 10,838 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -1.3% 10,805 $3.6M
Seascape Capital Management 1.34% Reduce -1.5% 10,783 $3.6M
Crossmark Global Holdings, Inc. 0.07% Reduce -7.0% 10,752 $3.6M
Capital Group Investment Management Pte. LTD. 0.62% Add +5.7% 10,437 $3.5M
CX Institutional 0.17% Add +1.6% 10,434 $3.5M
Tower Research Capital LLC (TRC) 0.08% Reduce -69.4% 10,369 $3.5M
MAI Capital Management 0.04% Add +292.3% 10,097 $3.4M
Savant Capital, LLC 0.04% Add +2.5% 10,095 $3.4M
Verdence Capital Advisors LLC 0.31% Add +1.5% 10,055 $3.4M
Arlington Partners LLC 1.71% Add +20.0% 10,052 $3.4M
New Mexico Educational Retirement Board 0.12% Reduce -5.6% 10,045 $3.4M
Kampmann Melissa S. 2.40% Add +14.2% 10,020 $3.3M
Union Heritage Capital, LLC 1.32% Add +17.3% 9,967 $3.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.5% 9,925 $3.3M
Busey Bank 0.11% Reduce -3.3% 9,585 $3.2M
Mercer Global Advisors Inc. 0.01% Reduce -11.1% 9,576 $3.2M
Stanley-Laman Group, Ltd. 0.41% New 9,453 $3.2M
Cary Street Partners Investment Advisory LLC 0.13% Reduce -0.5% 9,361 $3.1M
Progressive Investment Management Corp 0.84% Reduce -1.5% 9,201 $3.1M
MIdWestOne Financial Group, Inc. 0.55% No change 9,103 $3.0M
Alaska Permanent Fund Corp 0.04% Reduce -13.9% 9,057 $3.0M
Pure Financial Advisors, LLC 0.09% Reduce -26.1% 8,996 $3.0M
Guggenheim Capital LLC 0.02% Add +58.4% 8,535 $2.8M
Plato Investment Management Ltd 0.29% Add +1310.7% 8,464 $2.8M
Banque Cantonale Vaudoise 0.11% Add +131.2% 8,411 $2.8M
Wealthspire Advisors, LLC 0.04% Reduce -22.7% 8,302 $2.8M
Kestra Advisory Services, LLC 0.02% Reduce -10.8% 8,170 $2.7M
Metropolitan Life Insurance Co 0.12% Reduce -0.9% 8,076 $2.7M
Pine Valley Investments Ltd Liability Co 0.21% Add +2.9% 8,031 $2.7M
Vestcor Inc 0.09% Reduce -10.3% 7,975 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +43.2% 7,889 $2.6M
South Dakota Investment Council 0.05% No change 7,779 $2.6M
Sequoia Financial Advisors, LLC 0.03% Reduce -13.6% 7,708 $2.6M
Vinva Investment Management Ltd 0.14% Add +9.4% 7,661 $2.6M
Keybank National Association 0.01% Reduce -2.5% 7,585 $2.5M
Anchor Capital Advisors LLC 0.07% Reduce -1.3% 7,536 $2.5M
Jensen Investment Management Inc. 0.02% Add +40.5% 7,500 $2.5M
Two Sigma Advisers, LP 0.01% New 7,500 $2.5M
NewEdge Advisors, LLC 0.02% Add +19.0% 7,485 $2.5M
Sompo Asset Management Co., Ltd. 0.41% Reduce -3.6% 7,420 $2.5M
Agf Management Ltd. 0.01% Reduce -18.3% 7,359 $2.5M
Illinois Municipal Retirement Fund 0.04% Reduce -36.4% 7,257 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.17% New 7,254 $2.4M
Swiss Life Asset Management Ltd 0.03% Reduce -76.4% 6,944 $2.3M
Norinchukin Bank, The 0.07% Reduce -1.4% 6,933 $2.3M
Mitchell Capital Management Co. 0.44% Add +1.7% 6,850 $2.3M
Siemens Fonds Invest GmbH 0.18% Reduce -1.6% 6,850 $2.3M
Praxis Investment Management Inc. 0.15% No change 6,840 $2.3M
First Trust Investment Solutions L.P. 0.40% Add +56.2% 6,834 $2.3M
HRT Financial LP 0.01% Reduce -76.3% 6,768 $2.3M
Metis Global Partners, LLC 0.08% Reduce -11.8% 6,731 $2.2M
Assetmark, Inc. 0.01% Add +12.7% 6,698 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -7.4% 6,607 $2.2M
Axxcess Wealth Management, LLC 0.06% Add +0.0% 6,566 $2.2M
Seven Eight Capital, LP 0.23% Add +13.5% 6,516 $2.2M
Brown Advisory Inc. 0.00% Reduce -2.6% 6,516 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -10.4% 6,480 $2.2M
Lafayette Investments, Inc. 0.48% Reduce -1.7% 6,441 $2.1M
Regency Capital Management Inc.\DE 1.36% New 6,405 $2.1M
Anthracite Investment Company, Inc. 1.08% Reduce -13.5% 6,400 $2.1M
Triumph Capital Management 0.87% Reduce -3.0% 6,450 $2.1M
Aire Advisors, LLC 0.48% Add +0.7% 6,336 $2.1M
Ascent Group, LLC 0.19% Reduce -2.7% 6,312 $2.1M
Caldwell Trust Co 0.24% No change 6,300 $2.1M
Radnor Capital Management, LLC 0.36% Add +203.6% 6,290 $2.1M
Clearstead Advisors, LLC 0.10% Add +68.3% 7,139 $2.1M
Private Advisor Group, LLC 0.01% Reduce -3.4% 6,165 $2.1M
QRG Capital Management, Inc. 0.03% Reduce -16.9% 6,100 $2.0M
Ancora Advisors LLC 0.05% Reduce -0.1% 6,035 $2.0M
Salvus Wealth Management, LLC 1.35% Reduce -0.7% 5,914 $2.0M
Mission Wealth Management, LP 0.05% Reduce -0.1% 5,841 $1.9M
Atria Investments, Inc 0.03% Add +15.0% 5,837 $1.9M
Premier Fund Managers Ltd 0.08% Reduce -2.5% 5,830 $1.9M
First Hawaiian Bank 0.06% Add +3.0% 5,806 $1.9M
Cwm, LLC 0.01% Reduce -5.9% 5,780 $1.9M
Coldstream Capital Management Inc. 0.05% Add +6.9% 5,780 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% New 5,753 $1.9M
Lincoln National Corp. 0.03% Add +1.8% 5,710 $1.9M
Fortis Capital Management LLC 0.50% Add +48.7% 5,701 $1.9M
Aigen Investment Management, LP 0.41% Reduce -7.3% 5,676 $1.9M
LGT Fund Management Co Ltd. 0.79% No change 5,650 $1.9M
Integrated Wealth Concepts LLC 0.03% Reduce -11.1% 5,634 $1.9M
Huntington National Bank 0.02% Reduce -0.1% 5,625 $1.9M
Investment Management Corp of Ontario 0.05% Add +17.1% 5,501 $1.8M
Exencial Wealth Advisors, LLC 0.07% Add +4.1% 5,485 $1.8M
Bison Wealth, LLC 0.30% Add +37.3% 5,468 $1.8M
Merit Financial Group, LLC 0.04% Add +750.4% 6,497 $1.8M
Bokf, NA 0.03% Add +2.7% 5,508 $1.8M
Canandaigua National Bank & Trust Co. 0.27% Add +12.9% 5,412 $1.8M
WoodTrust Financial Corp 0.28% Add +2.5% 5,288 $1.8M
Logan Capital Management Inc. 0.08% Add +0.5% 5,281 $1.8M
Welch Group, LLC 0.09% No change 5,272 $1.8M
Schechter Investment Advisors, LLC 0.13% Add +22.4% 5,220 $1.7M
Larson Financial Group LLC 0.13% Reduce -1.0% 5,187 $1.7M
Greenwood Gearhart LLC 0.17% Reduce -3.6% 5,183 $1.7M
Romano Brothers and Company 0.24% No change 5,159 $1.7M
Kingswood Wealth Advisors, LLC 0.19% Reduce -4.9% 5,050 $1.7M
Quadrature Capital Ltd 0.03% New 5,039 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5724.4% 5,009 $1.7M
Cohen Klingenstein LLC 0.06% No change 5,000 $1.7M
Pekin Hardy Strauss, Inc. 0.23% Reduce -3.6% 4,986 $1.7M
Whittier Trust Co. 0.02% Add +9.5% 4,985 $1.7M
Quantbot Technologies LP 0.09% Reduce -65.4% 4,926 $1.6M
Nicolet Bankshares Inc. 0.34% No change 4,867 $1.6M
Oxford Financial Group, LTD. LLC 0.11% Add +0.6% 4,781 $1.6M
XTX Topco Ltd 0.21% New 4,706 $1.6M
Two Sigma Investments, LP 0.00% New 4,700 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +8.7% 4,694 $1.6M
NEOS Investment Management LLC 0.10% Add +64.4% 4,676 $1.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.33% No change 4,663 $1.6M
Enterprise Financial Services Corp 0.93% Add +0.1% 4,625 $1.5M
NorthCrest Asset Manangement, LLC 0.05% Add +1.5% 4,610 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -5.1% 4,572 $1.5M
Parkside Financial Bank & Trust 0.24% Reduce -1.6% 4,504 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.6% 4,456 $1.5M
NFJ Investment Group, LLC 0.04% New 4,452 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +4.2% 4,432 $1.5M
Personal Cfo Solutions, LLC 0.23% Add +1.4% 4,401 $1.5M
Connable Office Inc. 0.17% Reduce -1.1% 4,375 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -16.3% 4,348 $1.5M
Ritholtz Wealth Management 0.05% Reduce -3.2% 4,343 $1.4M
NBT Bank, N.A. 0.11% Add +5.7% 4,338 $1.4M
Waratah Capital Advisors Ltd. 0.07% New 4,317 $1.4M
Prudential PLC 0.01% Reduce -49.0% 4,300 $1.4M
Wellington Management Group LLP 0.00% Reduce -33.8% 4,299 $1.4M
NewEdge Wealth, LLC 0.03% Add +6.0% 5,105 $1.4M
First Trust Direct Indexing L.P. 0.11% Add +8.6% 4,260 $1.4M
Greenleaf Trust 0.01% Reduce -3.2% 4,230 $1.4M
Qtron Investments LLC 0.20% No change 4,202 $1.4M
Accredited Investors Inc. 0.09% No change 4,200 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +15.2% 4,188 $1.4M
Quantinno Capital Management LP 0.03% Reduce -34.4% 4,134 $1.4M
DRW Securities, LLC 0.08% New 4,100 $1.4M
RBF Capital, LLC 0.08% No change 4,100 $1.4M
Ellis Investment Partners, LLC 0.30% No change 4,070 $1.4M
Garrison Bradford & Associates Inc. 1.38% Reduce -16.7% 4,000 $1.3M
Lindbrook Capital, LLC 0.12% Add +0.4% 3,911 $1.3M
AXS Investments LLC 0.31% Add +2.7% 3,906 $1.3M
Canada Pension Plan Investment Board 0.00% Add +3762.4% 3,901 $1.3M
Blue Chip Partners, LLC 0.13% Add +0.2% 3,892 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -14.3% 3,793 $1.3M
Arthur M. Cohen & Associates, LLC 0.27% Add +2.3% 3,792 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +0.9% 3,760 $1.3M
Freedom Investment Management, Inc. 0.10% Reduce -6.9% 3,758 $1.3M
Good Life Advisors, LLC 0.11% Add +0.1% 3,753 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -13.9% 3,689 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +1681.8% 3,724 $1.2M
NorthRock Partners, LLC 0.05% Reduce -2.0% 3,679 $1.2M
1832 Asset Management L.P. 0.00% Reduce -7.5% 3,679 $1.2M
BBR Partners, LLC 0.10% New 3,660 $1.2M
Engineers Gate Manager LP 0.03% Reduce -91.4% 3,616 $1.2M
Dakota Wealth Management 0.03% Reduce -3.8% 3,598 $1.2M
First American Bank 0.09% No change 3,540 $1.2M
Symmetry Partners, LLC 0.09% New 3,534 $1.2M
Syon Capital LLC 0.11% Add +3.2% 3,511 $1.2M
Waldron Private Wealth LLC 0.05% Add +16.2% 3,457 $1.2M
Sumitomo Life Insurance Co. 0.03% Reduce -4.2% 3,448 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -46.5% 3,443 $1.1M
Zions Bancorporation, N.A. 0.08% Add +34.4% 3,439 $1.1M
DoubleLine ETF Adviser LP 0.29% Add +1.9% 3,418 $1.1M
Venturi Wealth Management, LLC 0.07% Add +19.0% 3,416 $1.1M
ABN AMRO Bank N.V. 0.02% No change 3,402 $1.1M
LGT Group Foundation 0.03% Reduce -0.7% 3,400 $1.1M
Vestor Capital, LLC 0.10% Add +8.2% 3,395 $1.1M
Private Trust Co. NA 0.12% Reduce -1.0% 3,340 $1.1M
Capstone Investment Advisors, LLC 0.04% Add +10.2% 3,339 $1.1M
Raymond James Trust N.A. 0.03% Add +2.2% 3,335 $1.1M
Duncker Streett & Co. Inc. 0.22% Add +8.3% 3,289 $1.1M
Lido Advisors, LLC 0.01% Reduce -4.7% 3,192 $1.1M
HighPoint Advisor Group LLC 0.07% Reduce -1.0% 3,655 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% No change 3,125 $1.0M
Legacy Wealth Asset Management, LLC 0.29% Add +1.4% 3,115 $1.0M
Fidelis Capital Partners, LLC 0.16% Add +66.5% 3,104 $1.0M
Horizon Investments, LLC 0.03% Reduce -0.5% 3,095 $1.0M
Profund Advisors LLC 0.04% Add +14.2% 3,081 $1.0M
Sendero Wealth Management, LLC 0.18% Add +6.0% 3,057 $1.0M
Ameritas Investment Partners, Inc. 0.03% Reduce -1.9% 3,022 $1.0M
Websterrogers Financial Advisors, LLC 0.36% No change 3,018 $1.0M
Meeder Advisory Services, Inc. 0.10% Reduce -0.6% 3,007 $1.0M
Dorsey & Whitney Trust CO LLC 0.07% Add +1.7% 3,004 $1.0M
Tiaa Trust, National Association 0.00% Reduce -0.7% 2,986 $996K
HB Wealth Management, LLC 0.01% Add +17.2% 2,985 $996K
Mather Group, Llc. 0.02% Reduce -6.3% 3,413 $993K
Gladius Capital Management LP 0.98% Add +162.9% 2,974 $992K
King Luther Capital Management Corp. 0.00% No change 2,939 $981K
Marshall Financial Group, LLC 0.28% Add +10.9% 2,920 $974K
Empowered Funds, LLC 0.02% Add +17.4% 2,915 $973K
Redwood Wealth Management Group, LLC 1.03% No change 2,900 $968K
Boothbay Fund Management, LLC 0.03% Reduce -40.8% 2,891 $965K
Wedbush Securities Inc. 0.04% Add +86.4% 2,887 $964K
SpiderRock Advisors, LLC 0.03% — 2,993 $957K
Park Avenue Securities LLC 0.01% Add +0.9% 2,868 $957K
PFW Advisors LLC 0.29% Reduce -0.3% 2,861 $955K
Lecap Asset Management Ltd. 0.20% Reduce -46.0% 2,828 $944K
FourThought Financial Partners, LLC 0.11% Add +23.2% 2,807 $937K
Armor Investment Advisors, LLC 0.45% Add +0.2% 2,800 $934K
Altfest L J & Co. Inc. 0.13% Add +111.3% 2,796 $933K
Heritage Wealth Management, LLC 0.47% Add +0.6% 2,753 $919K
Auxier Asset Management LLC 0.14% No change 2,742 $915K
SkyView Investment Advisors, LLC 0.17% New 2,736 $913K
McAdam, LLC 0.06% Reduce -1.4% 2,732 $912K
Edgestream Partners, L.P. 0.05% New 2,714 $906K
PEAK6 Investments LLC 0.04% Add +135250.0% 2,707 $903K
Wolverine Trading, LLC 0.01% Reduce -10.6% 2,705 $903K
Alera Investment Advisors, LLC 0.12% Add +0.9% 2,692 $898K
SRN Advisors, LLC 0.70% Add +5.0% 2,688 $897K
Dynamic Advisor Solutions LLC 0.03% Add +4.0% 2,655 $886K
Tyler-Stone Wealth Management 0.39% No change 2,619 $874K
Old National Bancorp 0.02% Reduce -10.4% 2,605 $869K
Grassi Investment Management 0.08% Reduce -13.3% 2,600 $868K
Caprock Group, LLC 0.05% Reduce -3.2% 2,600 $868K
D.A. Davidson & Co. 0.01% Reduce -1.9% 2,536 $846K
AlphaStar Capital Management, LLC 0.09% New 2,526 $843K
Credential Qtrade Securities Inc. 0.05% Reduce -86.2% 2,518 $840K
Connecticut Wealth Management, LLC 0.04% Reduce -3.3% 2,512 $838K
Moneta Group Investment Advisors LLC 0.01% Add +2.9% 2,509 $837K
SVB Wealth LLC 0.02% Reduce -2.1% 2,505 $836K
Harbor Advisors LLC 0.15% No change 2,500 $834K
Composition Wealth, LLC 0.02% Reduce -4.1% 2,481 $828K
Sentry Investment Management LLC 0.32% No change 2,460 $821K
Covenant Partners, LLC 0.24% No change 2,454 $819K
Quadrant Capital Group LLC 0.06% Reduce -6.0% 2,429 $811K
Painted Porch Advisors LLC 0.49% No change 2,397 $800K
Parallel Advisors, LLC 0.02% Add +3.3% 2,394 $799K
Central Pacific Bank - Trust Division 0.10% — 2,416 $796K
Rinkey Investments 0.29% New 2,350 $784K
Bangor Savings Bank 0.08% Reduce -6.1% 2,350 $784K
Trust Asset Management LLC 0.07% No change 2,350 $784K
Criterion Capital Advisors, LLC 0.52% Reduce -0.6% 2,343 $782K
FDx Advisors, Inc. 0.12% Reduce -1.4% 2,334 $779K
CHICAGO TRUST Co NA 0.16% Reduce -42.5% 2,308 $770K
Prairie Sky Financial Group LLC 0.46% No change 2,285 $763K
Chicago Capital, LLC 0.02% No change 2,250 $751K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -31.9% 2,249 $751K
Checchi Capital Advisers, LLC 0.06% Reduce -15.5% 2,245 $749K
Buckingham Strategic Wealth, LLC 0.01% Reduce -2.2% 2,221 $741K
Joel Isaacson & Co., LLC 0.04% No change 2,220 $741K
Jump Financial, LLC 0.02% Reduce -93.4% 2,189 $731K
Kathmere Capital Management, LLC 0.08% Add +8.6% 2,187 $730K
Summit Trail Advisors, LLC 0.02% Add +13.5% 2,166 $723K
Hills Bank & Trust Co 0.06% Reduce -1.8% 2,158 $720K
Founders Financial Alliance, LLC 0.22% Reduce -0.2% 2,156 $720K
Alliance Wealth Advisors, LLC 0.21% Add +13.3% 2,152 $718K
Mattern Capital Management, LLC 0.10% Add +83.0% 2,141 $714K
Cigna Investments Inc. 0.13% Reduce -1.0% 2,111 $704K
iA Global Asset Management Inc. 0.01% Reduce -73.6% 2,107 $703K
Ballentine Partners, LLC 0.01% Add +3.9% 2,101 $701K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -39.3% 2,097 $700K
Modera Wealth Management, LLC 0.01% Add +1.6% 2,093 $698K
Kestra Private Wealth Services, LLC 0.02% Add +5.5% 2,083 $695K
Duality Advisers, LP 0.07% Reduce -73.3% 2,076 $693K
Waterfront Wealth Inc. 0.19% Reduce -0.9% 2,517 $691K
Exchange Traded Concepts, LLC 0.02% Add +1125.6% 2,059 $687K
Wbi Investments, LLC 0.14% New 2,057 $686K
Ridgewood Investments LLC 0.36% No change 2,041 $681K
Lake Street Advisors Group, LLC 0.03% Add +4.2% 2,025 $676K
EP Wealth Advisors, LLC 0.01% New 2,024 $675K
Hummer Financial Advisory Services Inc 0.55% Add +16.2% 2,013 $672K
Gitterman Wealth Management, LLC 0.26% Add +26.9% 2,008 $670K
Game Creek Capital, LP 0.36% Add +33.3% 2,000 $667K
Thompson Investment Management, Inc. 0.10% No change 2,000 $667K
Saturna Capital Corp. 0.01% No change 1,989 $664K
Bar Harbor Wealth Management 0.04% Reduce -43.7% 1,941 $648K
Advisors Asset Management, Inc. 0.01% Reduce -29.5% 1,939 $647K
Townsend & Associates, Inc 0.08% No change 2,070 $646K
Plante Moran Financial Advisors, LLC 0.07% Reduce -0.6% 1,934 $645K
Act Two Investors LLC 0.13% Add +19.1% 1,929 $644K
Lountzis Asset Management, LLC 0.30% No change 1,900 $634K
Rede Wealth, LLC 0.27% No change 1,898 $633K
Twelve Points Wealth Management LLC 0.23% Add +6.3% 1,882 $628K
Atria Wealth Solutions, Inc. 0.01% Add +1.9% 1,871 $624K
Sandy Cove Advisors, LLC 0.29% Add +29.1% 1,870 $624K
Financial Advocates Investment Management 0.04% Reduce -2.8% 1,870 $624K
KFG Wealth Management, LLC 0.26% No change 1,868 $623K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +0.3% 1,859 $620K
Headlands Technologies LLC 0.15% Add +676.9% 1,849 $617K
Allworth Financial LP 0.00% Add +50.5% 1,843 $615K
V-Square Quantitative Management LLC 0.09% Add +90.4% 1,841 $614K
Grey Street Capital, LLC 0.08% New 1,823 $609K
Signaturefd, LLC 0.01% Reduce -15.3% 1,820 $607K
Pitcairn Co. 0.04% Reduce -53.2% 1,818 $607K
Lantz Financial LLC 0.19% Add +1.1% 1,814 $605K
Paloma Partners Management Co 0.13% Add +118.7% 1,811 $604K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -0.1% 1,803 $602K
Prospera Financial Services Inc 0.02% Add +14.4% 1,800 $601K
Advisory Services Network, LLC 0.01% Reduce -58.3% 1,792 $598K
Capital Investment Advisors, LLC 0.01% Reduce -0.1% 1,792 $598K
Portside Wealth Group, LLC 0.11% Add +24.1% 1,788 $597K
Empirical Asset Management, LLC 0.29% Reduce -33.4% 1,786 $596K
Cipher Capital LP 0.27% New 1,779 $594K
Kraft, Davis & Associates, LLC 0.18% New 2,035 $584K
Yarbrough Capital, LLC 0.03% No change 1,746 $583K
Wedmont Private Capital 0.04% Add +4.0% 1,799 $575K
Global Retirement Partners, LLC 0.02% Add +1.8% 1,721 $574K
TD Private Client Wealth LLC 0.02% Add +35.4% 1,717 $573K
Lester Murray Antman dba SimplyRich 0.18% No change 1,711 $571K
Martin Investment Management, LLC 0.14% No change 1,692 $565K
Gryphon Financial Partners LLC 0.10% Reduce -59.0% 1,690 $564K
Northern Capital Management, Inc. 0.39% No change 1,688 $563K
Relyea Zuckerberg Hanson LLC 0.10% Reduce -0.2% 1,683 $562K
Kintegral Advisory, LLC 0.06% Reduce -0.3% 1,679 $560K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +14.7% 1,664 $555K
AustralianSuper Pty Ltd 0.00% No change 1,673 $551K
Dynasty Wealth Management, LLC 0.02% — 1,637 $546K
First Business Financial Services, Inc. 0.06% No change 1,632 $545K
Conning Inc. 0.02% Reduce -3.0% 1,625 $542K
Prime Capital Investment Advisors, LLC 0.01% Add +7.5% 1,617 $540K
Crane Advisory, LLC 0.11% No change 1,697 $534K
Axq Capital, LP 0.13% Reduce -82.8% 1,600 $534K
Nomura Holdings Inc. 0.00% Reduce -60.5% 1,598 $533K
Valeo Financial Advisors, LLC 0.02% Reduce -19.9% 1,726 $533K
Sunflower Bank, N.A. 0.12% Add +1.9% 1,588 $530K
B. Riley Wealth Advisors, Inc. 0.01% Add +56.7% 1,612 $523K
Jefferies Financial Group Inc. 0.01% Reduce -59.9% 1,546 $516K
Waterloo Capital, L.P. 0.07% Add +79.8% 1,523 $508K
Advisor OS, LLC 0.06% Reduce -15.9% 1,507 $503K
Perigon Wealth Management, LLC 0.02% Add +1.1% 1,502 $501K
Tectonic Advisors LLC 0.04% No change 1,497 $499K
Freestone Capital Holdings, LLC 0.02% Reduce -5.7% 1,496 $499K
Goelzer Investment Management, Inc. 0.03% Reduce -72.7% 1,486 $496K
IFG Advisors, LLC 0.13% No change 1,466 $489K
Vestmark Advisory Solutions, Inc. 0.02% Add +14.5% 1,464 $489K
Avidian Wealth Enterprises, LLC 0.03% Add +3.1% 1,458 $486K
Neville Rodie & Shaw Inc. 0.04% No change 1,450 $484K
Procyon Advisors, LLC 0.04% Reduce -15.0% 1,431 $478K
Apollon Wealth Management, LLC 0.01% Reduce -1.3% 1,424 $475K
Inspirion Wealth Advisors, LLC 0.08% No change 1,420 $474K
Prairie Wealth Advisors, Inc. 0.22% — 1,419 $474K
Ninety One SA (Pty) Ltd 0.07% New 1,409 $472K
Clarius Group, LLC 0.03% Reduce -13.3% 1,403 $468K
Baldwin Investment Management, LLC 0.06% No change 1,400 $467K
Corton Capital Inc. 0.17% New 1,392 $465K
West Family Investments, Inc. 0.14% Add +1.1% 1,390 $464K
North Star Investment Management Corp. 0.03% No change 1,389 $464K
Fort Point Capital Partners LLC 0.06% Reduce -2.8% 1,382 $461K
Arrowroot Family Office, LLC 0.29% No change 1,380 $460K
SeaCrest Wealth Management, LLC 0.06% Add +1.6% 1,378 $460K
Forum Financial Management, LP 0.01% Add +29.2% 1,376 $459K
Sage Mountain Advisors LLC 0.05% Add +17.4% 1,361 $454K
UMB Bank, n.a. 0.01% Reduce -32.3% 1,361 $454K
Americana Partners, LLC 0.04% Add +7.2% 1,344 $449K
Newton One Investments LLC 0.20% No change 1,335 $446K
GTS Securities LLC 0.01% Reduce -87.1% 1,322 $441K
Perpetual Ltd 0.00% Reduce -1.5% 1,313 $438K
Wellspring Financial Advisors, LLC 0.07% Reduce -2.0% 1,302 $435K
Amplius Wealth Advisors, LLC 0.05% Reduce -1.2% 1,290 $430K
Geller Advisors LLC 0.03% Reduce -0.2% 1,286 $429K
Gibbs Wealth Management 0.25% — 1,281 $427K
SYM FINANCIAL Corp 0.07% Add +2.6% 1,280 $427K
AE Wealth Management LLC 0.00% Reduce -55.3% 1,275 $426K
Brooklyn Investment Group 0.18% Reduce -1.0% 1,287 $424K
Newman Dignan & Sheerar, Inc. 0.11% Reduce -0.1% 1,269 $423K
Pinnacle Associates Ltd. 0.01% Reduce -8.8% 1,267 $423K
RDA Financial Network 0.14% No change 1,251 $417K
Deseret Mutual Benefit Administrators 0.21% Add +8.8% 1,246 $416K
JFS Wealth Advisors, LLC 0.03% Reduce -0.2% 1,244 $415K
Equitable Holdings, Inc. 0.00% Reduce -34.0% 1,243 $415K
Steward Partners Investment Advisory, LLC 0.00% Reduce -44.4% 1,237 $413K
Empower Advisory Group, LLC 0.00% Add +2.1% 1,236 $412K
CWA Asset Management Group, LLC 0.02% Add +18.2% 1,212 $404K
Mayflower Financial Advisors, LLC 0.07% Add +19.0% 1,207 $403K
Mgo One Seven LLC 0.02% Add +3.2% 1,199 $400K
Wrapmanager Inc. 0.11% Reduce -16.9% 1,197 $399K
FineMark National Bank & Trust 0.01% Add +33.5% 1,196 $399K
Atlas Capital Advisors Inc. 0.06% Reduce -3.6% 1,187 $396K
Granite Group Advisors, LLC 0.27% No change 1,184 $395K
Capula Management Ltd 0.01% New 1,173 $391K
WMS Partners, LLC 0.03% Add +13.4% 1,167 $389K
LVW Advisors, LLC 0.07% Add +11.6% 1,166 $389K
American Trust 0.03% Reduce -26.0% 1,152 $384K
Forte Capital LLC 0.05% Reduce -0.3% 1,149 $383K
Tudor Investment Corporation 0.00% Reduce -99.1% 1,141 $381K
Norris Perne & French LLP 0.03% No change 1,140 $380K
Bfsg, LLC 0.05% No change 1,138 $380K
O'Brien Greene & Co. Inc 0.12% No change 1,134 $378K
Graypoint LLC 0.03% Reduce -13.2% 1,126 $376K
Nilsine Partners, LLC 0.05% Reduce -58.1% 1,126 $376K
Annandale Capital, LLC 0.08% No change 1,123 $375K
Evernest Financial Advisors, LLC 0.18% Add +25.0% 1,200 $372K
Weaver Consulting Group 0.14% No change 1,115 $372K
Delta Investment Management, LLC 0.08% Reduce -4.3% 1,110 $370K
Spirepoint Private Client, LLC 0.06% — 1,107 $369K
First Trust Advisors LP 0.00% Reduce -92.7% 1,103 $368K
GeoWealth Management, LLC 0.01% New 1,072 $358K
World Equity Group, Inc. 0.07% New 1,062 $354K
Trustmark Bank Trust Department 0.03% Reduce -20.4% 1,056 $352K
Trust Co. of Oklahoma 0.12% No change 1,042 $348K
GC Wealth Management RIA, LLC 0.07% Add +17.6% 1,037 $346K
Aveo Capital Partners, LLC 0.04% New 1,228 $344K
MPS Loria Financial Planners, LLC 0.12% No change 1,030 $344K
KMG Fiduciary Partners, LLC 0.04% Add +0.3% 1,028 $343K
Brookstone Capital Management 0.01% Reduce -20.9% 1,020 $340K
Proficio Capital Partners LLC 0.04% Add +3.9% 1,016 $339K
State of Wyoming 0.06% Add +463.1% 1,008 $336K
Optimum Investment Advisors 0.15% No change 1,000 $334K
Essex Financial Services, Inc. 0.03% Add +1.3% 996 $332K
MQS Management LLC 0.19% Reduce -48.0% 990 $330K
Ellevest, Inc. 0.02% Reduce -6.6% 984 $328K
Abacus Planning Group, Inc. 0.06% Reduce -3.3% 978 $326K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 974 $325K
Veltria Advisors Corp. 0.08% New 969 $323K
Smith, Moore & Co. 0.03% No change 968 $323K
Smith Chas P & Associates Pa Cpas 0.02% No change 965 $322K
Legacy Financial Advisors, Inc. 0.06% Reduce -5.9% 952 $318K
MBB Public Markets I LLC 0.02% New 952 $318K
Catalyst Financial Partners LLC 0.08% Reduce -3.4% 1,042 $318K
Penserra Capital Management LLC 0.00% Reduce -48.3% 940 $313K
Argent Trust Co 0.01% Reduce -37.3% 935 $312K
Valley Wealth Managers, Inc. 0.02% Add +20.3% 935 $312K
Hancock Whitney Corp. 0.01% Add +7.6% 935 $312K
First National Bank of Hutchinson 0.21% No change 933 $311K
Aspen Grove Capital, LLC 0.09% Add +2.2% 927 $309K
J.W. Cole Advisors, Inc. 0.02% Add +1.8% 922 $308K
Sabal Trust CO 0.02% No change 920 $307K
Pioneer Trust Bank N A 0.09% No change 919 $307K
Mainstay Capital Management LLC 0.06% No change 915 $305K
Everhart Financial Group, Inc. 0.09% Add +10.8% 915 $305K
Intrust Bank NA 0.03% Reduce -25.9% 914 $305K
180 Wealth Advisors, LLC 0.05% Add +6.2% 910 $304K
Old Mission Investment Co LLC 0.10% No change 905 $302K
Cobblestone Capital Advisors LLC 0.02% No change 905 $302K
Fulton Bank, N.A. 0.01% New 902 $301K
Waverly Advisors, LLC 0.01% New 901 $301K
Trust Point Inc. 0.02% Reduce -63.0% 900 $300K
Westbourne Investment Advisors, Inc. 0.11% No change 900 $300K
Retirement Planning Group, LLC 0.02% No change 889 $297K
Park National Corp. 0.01% Reduce -0.2% 889 $297K
waypoint wealth counsel 0.23% Reduce -20.7% 886 $296K
TRUE Private Wealth Advisors 0.03% Add +0.6% 881 $294K
Port Capital LLC 0.01% Add +9.0% 872 $291K
Focus Partners Wealth 0.00% New 871 $291K
Greenspring Advisors, LLC 0.07% No change 870 $290K
Exchange Bank 0.24% No change 869 $290K
Kohmann Bosshard Financial Services, LLC 0.04% No change 859 $287K
Navellier & Associates Inc. 0.04% No change 855 $285K
Center for Financial Planning, Inc. 0.04% No change 853 $285K
Venture Visionary Partners LLC 0.01% Add +2.0% 850 $284K
Allianz SE 0.01% — 850 $284K
J. W. Coons Advisors, LLC 0.05% Reduce -17.1% 847 $283K
Allstate Corp. 0.02% Reduce -4.3% 845 $282K
Moors & Cabot, Inc. 0.02% Add +21.4% 841 $281K
Sunpointe, LLC 0.31% New 838 $280K
CI Investments Inc. 0.00% Add +17.1% 834 $278K
CENTRAL TRUST Co 0.01% Reduce -5.5% 833 $278K
PDS Planning, Inc 0.03% Reduce -0.2% 832 $278K
Cornerstone Wealth Group, LLC 0.03% Add +15.4% 826 $276K
Asset Dedication, LLC 0.02% Reduce -11.2% 825 $275K
Coastline Trust Co 0.03% Reduce -64.1% 822 $274K
Wealthstream Advisors, Inc. 0.10% Reduce -4.9% 821 $274K
Hilltop Holdings Inc. 0.03% Reduce -8.4% 821 $274K
Welch & Forbes LLC 0.00% Reduce -3.8% 821 $274K
Main Street Research LLC 0.02% Reduce -19.8% 820 $274K
Aptus Capital Advisors, LLC 0.01% Add +16.0% 818 $273K
CW Advisors, LLC 0.00% New 815 $272K
Arax Advisory Partners 0.03% Reduce -0.9% 808 $270K
Insigneo Advisory Services, LLC 0.03% New 808 $270K
Fayez Sarofim & Co 0.00% No change 807 $269K
Heritage Wealth Advisors 0.01% Reduce -23.7% 803 $268K
Connors Investor Services Inc. 0.03% No change 800 $267K
Wexford Capital LP 0.05% New 795 $265K
Inspire Advisors, LLC 0.04% Reduce -0.6% 790 $264K
Csenge Advisory Group 0.01% Add +5.8% 783 $261K
Fiduciary Trust Co 0.00% New 783 $261K
LMCG Investments, LLC 0.02% No change 778 $260K
Atlanta Consulting Group Advisors, LLC 0.09% — 775 $259K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -8.8% 772 $257K
Heritage Trust Co 0.03% No change 769 $257K
Evergreen Capital Management LLC 0.01% New 766 $256K
Oppenheimer & Co. Inc. 0.00% Add +1.7% 766 $256K
Cedar Brook Financial Partners, LLC 0.05% Reduce -0.9% 762 $254K
McLean Asset Management Corp 0.09% Reduce -2.5% 792 $253K
Inceptionr LLC 0.06% Reduce -26.3% 755 $252K
Hemenway Trust Co LLC 0.02% Reduce -11.8% 750 $250K
Maripau Wealth Management LLC 0.19% New 749 $250K
Signal Advisors Wealth, LLC 0.06% No change 749 $250K
Summit Global Investments 0.02% New 743 $248K
Principal Securities, Inc. 0.01% Reduce -14.4% 743 $248K
New Capital Management LP 0.07% No change 741 $247K
Choate Investment Advisors 0.01% Reduce -1.7% 740 $247K
FirstPurpose Wealth LLC 0.09% Reduce -4.7% 777 $246K
Sapient Capital LLC 0.01% Reduce -39.3% 733 $245K
Annex Advisory Services, LLC 0.01% New 733 $244K
Integrated Advisors Network LLC 0.01% New 733 $244K
Ausdal Financial Partners, Inc. 0.03% Reduce -4.7% 729 $243K
Avantax Advisory Services, Inc. 0.00% Add +5.5% 729 $243K
RiverGlades Family Offices LLC 0.19% New 845 $243K
Financial Counselors Inc. 0.00% New 725 $242K
Belpointe Asset Management LLC 0.02% Reduce -24.4% 723 $241K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -89.3% 718 $240K
Avestar Capital, LLC 0.03% New 717 $239K
River Wealth Advisors LLC 0.03% Reduce -12.2% 716 $239K
True North Advisors, LLC 0.07% Reduce -2.2% 713 $238K
Hartline Investment Corp./ 0.04% Reduce -90.2% 711 $237K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 711 $237K
Clifford Group, LLC 0.20% No change 710 $237K
Marathon Capital Management 0.06% No change 700 $234K
Penobscot Investment Management Company, Inc. 0.02% Reduce -22.8% 695 $232K
Keel Point, LLC 0.02% New 694 $232K
L2 Asset Management, LLC 0.08% New 694 $232K
Andina Capital Management, LLC 0.18% New 693 $231K
NovaPoint Capital, LLC 0.08% New 685 $229K
EverSource Wealth Advisors, LLC 0.02% Reduce -15.8% 807 $228K
Independent Advisor Alliance 0.01% Reduce -10.3% 680 $227K
D'Orazio & Associates, Inc. 0.04% New 679 $227K
Dover Advisors, LLC 0.15% New 678 $226K
Carr Financial Group Corp 0.08% New 676 $226K
HCR Wealth Advisors 0.03% New 676 $226K
TCI Wealth Advisors, Inc. 0.02% New 675 $225K
Farther Finance Advisors, LLC 0.01% Add +88.7% 683 $225K
Bradley Foster & Sargent Inc. 0.00% New 666 $222K
Community Financial Services Group, LLC 0.05% — 666 $222K
Diversify Advisory Services, LLC 0.01% — 674 $222K
Donaldson Capital Management, LLC 0.01% Reduce -5.4% 663 $221K
Aaron Wealth Advisors LLC 0.03% Reduce -8.1% 660 $220K
Gilbert & Cook, Inc. 0.03% New 660 $220K
Acorn Creek Capital LLC 0.14% Reduce -9.5% 660 $220K
Legacies Wealth LLC 0.19% No change 659 $220K
Essex LLC 0.05% Reduce -39.0% 658 $220K
Mill Creek Capital Advisors, LLC 0.01% New 657 $219K
Brighton Jones LLC 0.01% New 651 $217K
Paradigm Asset Management Co. LLC 0.06% Reduce -27.8% 650 $217K
REAP Financial Group, LLC 0.06% Reduce -2.7% 649 $217K
Choreo, LLC 0.01% New 647 $216K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 642 $214K
Colonial Trust Advisors 0.02% Add +5.1% 641 $214K
Ontario Teachers Pension Plan Board 0.00% Reduce -86.0% 636 $212K
Watts Gwilliam & Co., LLC 0.07% — 735 $212K
Manchester Capital Management LLC 0.03% No change 634 $212K
AlTi Global, Inc. 0.01% New 634 $212K
Verus Capital Partners, LLC 0.02% New 630 $210K
Waddell & Associates, LLC 0.03% New 629 $210K
Kidder Stephen W 0.07% Reduce -35.9% 625 $209K
J.Safra Asset Management Corp 0.02% No change 618 $206K
FSM Wealth Advisors, LLC 0.07% New 610 $204K
Kolinsky Wealth Management, LLC 0.16% New 608 $203K
McDonald Partners LLC 0.06% New 608 $203K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 607 $203K
KCM Investment Advisors LLC 0.01% New 605 $202K
Alta Advisers Ltd 0.10% No change 600 $200K
Meridian Wealth Advisors, LLC 0.04% New 600 $200K
Northeast Financial Consultants Inc 0.01% New 600 $200K
Summit Securities Group LLC 0.09% Add +59900.0% 600 $200K
Capital Analysts, LLC 0.01% No change 570 $190K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +5.9% 553 $185K
Blue Trust, Inc. 0.00% Add +0.6% 546 $182K
Prestige Wealth Management Group LLC 0.04% Add +1.1% 532 $178K
Carolina Wealth Advisors, LLC 0.10% No change 532 $178K
Smithfield Trust Co 0.01% Add +6.8% 532 $177K
Avior Wealth Management, LLC 0.01% New 524 $175K
IFP Advisors, Inc 0.01% Add +12.8% 502 $168K
Addison Advisors LLC 0.06% No change 500 $167K
Financial Freedom, LLC 0.10% No change 492 $164K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -16.4% 480 $160K
West Paces Advisors Inc. 0.04% No change 426 $142K
Icon Wealth Advisors, LLC 0.01% Reduce -70.8% 424 $142K
Spire Wealth Management 0.00% Add +1.0% 419 $140K
Salem Investment Counselors Inc. 0.00% Add +4.8% 416 $139K
GAMMA Investing LLC 0.03% Add +11.1% 410 $137K
Trust Co. of Vermont 0.01% No change 403 $134K
nVerses Capital, LLC 0.32% New 400 $133K
Lanark Financial, Inc. 0.01% Reduce -11.8% 397 $132K
Smartleaf Asset Management LLC 0.02% Add +161.9% 385 $129K
LRI Investments, LLC 0.03% — 374 $125K
Hexagon Capital Partners LLC 0.03% Reduce -7.3% 371 $124K
Horizon Bancorp Inc. 0.06% Reduce -6.4% 365 $122K
Arlington Trust Co LLC 0.03% Reduce -18.3% 348 $116K
American National Bank & Trust 0.02% Reduce -8.7% 348 $116K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% — 344 $115K
Magellan Asset Management Ltd 0.00% Reduce -20.6% 335 $112K
Grove Bank & Trust 0.02% Add +13.0% 330 $110K
CVA Family Office, LLC 0.02% Reduce -2.4% 326 $109K
First Horizon Advisors, Inc. 0.00% Reduce -3.4% 316 $105K
Jackson Square Partners, LLC 0.00% Add +93.8% 314 $105K
Geneos Wealth Management Inc. 0.00% No change 304 $101K
WASHINGTON TRUST Co 0.00% No change 300 $100K
Concourse Financial Group Securities, Inc. 0.01% Reduce -0.7% 298 $99K
Versant Capital Management, Inc 0.03% Reduce -3.0% 293 $98K
Cassady Schiller Wealth Management, LLC 0.04% No change 275 $92K
Global Financial Private Client, LLC 0.03% No change 222 $73K
Oakworth Capital, Inc. 0.01% Reduce -0.5% 215 $72K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +41.4% 205 $68K
Harbour Investments, Inc. 0.00% Reduce -21.7% 202 $67K
Rosenberg Matthew Hamilton 0.02% No change 201 $66K
Hollencrest Capital Management 0.00% Reduce -75.5% 185 $62K
DSM Capital Partners LLC 0.00% Reduce -98.6% 181 $60K
AdvisorNet Financial, Inc 0.01% Add +11.9% 179 $60K
New Covenant Trust Company, N.A. 0.06% — 178 $59K
Orion Capital Management LLC 0.03% No change 176 $59K
Johnson Financial Group, Inc. 0.00% Reduce -49.0% 171 $57K
Silicon Valley Capital Partners 0.01% No change 161 $54K
Hilltop National Bank 0.02% — 154 $51K
Dagco, Inc. 0.02% New 150 $50K
First United Bank & Trust 0.02% No change 150 $50K
Eagle Bay Advisors LLC 0.03% Add +22.1% 149 $50K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.4% 144 $48K
Grayhawk Investment Strategies Inc. 0.04% No change 142 $47K
Boyd Watterson Asset Management LLC 0.02% No change 138 $46K
Coston, McIsaac & Partners 0.01% No change 140 $46K
Sugarloaf Wealth Management, LLC 0.01% No change 136 $45K
Cambridge Trust Co. 0.00% Reduce -46.5% 124 $41K
Rise Advisors, LLC 0.02% New 111 $37K
Mascoma Wealth Management LLC 0.01% Reduce -9.0% 111 $37K
Bruce G. Allen Investments, LLC 0.03% Reduce -19.1% 110 $37K
Frazier Financial Advisors, LLC 0.03% No change 106 $35K
Planning Capital Management Corp 0.03% No change 104 $35K
Bell Investment Advisors, Inc 0.01% Reduce -2.9% 99 $33K
Carolinas Wealth Consulting LLC 0.01% Add +19.3% 99 $33K
SJS Investment Consulting Inc. 0.01% Add +944.4% 94 $31K
Louisbourg Investments Inc. 0.01% Add +20.8% 93 $31K
Sandy Spring Bank 0.00% New 87 $29K
Elevation Wealth Partners, LLC 0.01% No change 84 $28K
Covestor Ltd 0.02% Reduce -1.3% 77 $26K
Capital Advisors, Ltd. LLC 0.00% Add +33.9% 79 $26K
GW&K Investment Management, LLC 0.00% Reduce -5.1% 74 $25K
SOA Wealth Advisors, LLC. 0.01% No change 74 $25K
Raffa Wealth Management, LLC 0.01% Add +114.7% 73 $24K
Riverview Trust Co 0.02% New 71 $24K
Mendota Financial Group, LLC 0.01% No change 70 $23K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 70 $23K
Redmont Wealth Advisors LLC 0.03% New 64 $21K
Union Savings Bank 0.01% No change 64 $21K
Baldwin Wealth Partners LLC 0.00% Add +3.3% 63 $21K
Valley National Advisers Inc. 0.00% Reduce -14.7% 64 $21K
RFP Financial Group LLC 0.01% Reduce -15.1% 62 $21K
First PREMIER Bank 0.01% New 61 $20K
Cedar Wealth Management, LLC 0.01% New 57 $19K
St Germain D J Co. Inc. 0.00% No change 57 $19K
Sit Investment Associates Inc. 0.00% No change 54 $18K
Clean Yield Group 0.01% No change 51 $17K
Register Financial Advisors LLC 0.01% New 50 $17K
Bank of New Hampshire 0.00% Reduce -87.6% 49 $16K
Tortoise Investment Management, LLC 0.00% Add +9.3% 47 $16K
Jones Financial Companies LLLP 0.00% Reduce -26.6% 47 $16K
Sachetta, LLC 0.01% No change 53 $15K
Raleigh Capital Management Inc. 0.01% Add +142.1% 46 $15K
Aspect Partners, LLC 0.01% Add +2.2% 46 $15K
Meeder Asset Management Inc. 0.00% New 46 $15K
Financial Management Professionals, Inc. 0.00% Reduce -4.3% 45 $15K
Pinnacle Bancorp, Inc. 0.00% Reduce -13.7% 44 $15K
Cranbrook Wealth Management, LLC 0.00% No change 43 $14K
Janiczek Wealth Management, LLC 0.00% No change 43 $14K
McIlrath & Eck, LLC 0.00% No change 42 $14K
Harbor Investment Advisory, LLC 0.00% No change 41 $14K
Washington Trust Advisors, Inc. 0.00% Add +115.8% 41 $14K
Creative Financial Designs Inc. 0.00% Add +153.3% 38 $13K
Parallax Volatility Advisers, L.P. 0.00% New 38 $13K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $13K
Crewe Advisors LLC 0.00% New 37 $12K
Quent Capital, LLC 0.00% No change 36 $12K
Abound Wealth Management 0.00% Reduce -2.8% 35 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 33 $11K
HHM Wealth Advisors, LLC 0.00% No change 33 $11K
Fortitude Family Office, LLC 0.01% No change 32 $11K
Front Row Advisors LLC 0.00% New 32 $11K
First Financial Corp. 0.01% New 32 $11K
Albion Financial Group 0.00% No change 31 $10K
Pacifica Partners Inc. 0.00% No change 31 $10K
Operose Advisors LLC 0.00% No change 30 $10K
Chilton Capital Management LLC 0.00% New 27 $9K
JNBA Financial Advisors 0.00% No change 25 $8K
Glen Eagle Advisors, LLC 0.00% No change 23 $8K
Valued Wealth Advisors LLC 0.01% Add +15.8% 22 $7K
Beacon Capital Management, LLC 0.00% Add +320.0% 21 $7K
DT Investment Partners, LLC 0.00% No change 20 $7K
Fairman Group, LLC 0.01% No change 19 $6K
First Pacific Financial 0.00% Add +35.7% 19 $6K
CoreCap Advisors, LLC 0.00% New 19 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 18 $6K
Financial Gravity Asset Management, Inc. 0.00% Reduce -55.3% 17 $6K
SRH Advisors, LLC 0.00% No change 16 $5K
Dunhill Financial, LLC 0.00% Add +23.1% 16 $5K
POM Investment Strategies, LLC 0.00% No change 15 $5K
PFS Partners, LLC 0.00% No change 15 $5K
WR Wealth Planners, LLC 0.00% New 15 $5K
SouthState Bank Corp 0.00% New 15 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 15 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 13 $4K
Webster Bank, N. A. 0.00% New 12 $4K
Avion Wealth 0.00% No change 10 $4K
Frank, Rimerman Advisors LLC 0.00% No change 11 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $4K
HighMark Wealth Management LLC 0.00% No change 10 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $3K
MCF Advisors LLC 0.00% Reduce -71.4% 10 $3K
Delos Wealth Advisors, LLC 0.00% New 9 $3K
Colonial Trust Co / SC 0.00% No change 9 $3K
TFC Financial Management, Inc. 0.00% Reduce -27.3% 8 $3K
Anchor Investment Management, LLC 0.00% New 8 $3K
Country Trust Bank 0.00% No change 8 $3K
Core Alternative Capital 0.00% Reduce -94.0% 7 $2K
Sunbelt Securities, Inc. 0.00% No change 7 $2K
Globeflex Capital L P 0.00% No change 7 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 7 $2K
Castleview Partners, LLC 0.00% Add +25.0% 5 $2K
Jamison Private Wealth Management, Inc. 0.00% New 5 $2K
DecisionPoint Financial, LLC 0.00% No change 5 $1K
Wolff Wiese Magana LLC 0.00% No change 4 $1K
Highline Wealth Partners LLC 0.00% No change 4 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +200.0% 3 $1K
Richardson Financial Services Inc. 0.00% New 2 $1K
Nvwm, LLC 0.00% New 3 $1K
Provenance Wealth Advisors, LLC 0.00% No change 3 $1K
Gradient Investments LLC 0.00% Reduce -66.7% 3 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Cornerstone Planning Group LLC 0.00% Add +200.0% 3 $840
ClariVest Asset Management LLC 0.00% No change 2 $668
Creative Capital Management Investments LLC 0.00% No change 2 $667
Continuum Advisory, LLC 0.00% New 2 $575
WestEnd Advisors, LLC 0.00% New 1 $334

"% of holder's portfolio" is AON's weight in each manager's 13F, not the share of Aon PLC Class A the manager owns.