Aon PLC Class AAON

13F holders, Q1 2025 (March 31)
1,267holders +82
154new positions
67sold out
10famous investors
$398.04avg. 13F price*

At the end of Q1 2025, 1,267 institutions reported holding Aon PLC Class A (AON) in their 13F filings, up 82 from Q4 2024. 154 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($7.9B), BlackRock, Inc. ($6.0B) and Capital World Investors ($4.8B). 10 famous investors held it, including Warren Buffett (0.6% of Berkshire Hathaway's portfolio), Tom Gayner (0.5% of Markel Group's portfolio) and Israel Englander (0.2% of Millennium 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions154$972.0M
Exits67$766.6M

All 13F filers, Q4 2024 → Q1 2025: 12,640,294 shares bought and 11,795,270 shares sold, net +845,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,267 holders

Vanguard Group Inc. 0.14% Add +1.3% 19,778,451 $7.9B
BlackRock, Inc. 0.13% Add +2.3% 15,099,285 $6.0B
Capital World Investors 0.78% Add +0.0% 12,097,577 $4.8B
Massachusetts Financial Services Co. 1.31% Reduce -15.4% 9,832,327 $3.9B
State Street Corp. 0.15% Add +0.9% 9,173,788 $3.7B
Morgan Stanley 0.25% Add +4.1% 8,726,304 $3.5B
JPMorgan Chase & Co. 0.17% Add +5.6% 5,656,323 $2.3B
Geode Capital Management, LLC 0.17% Add +9.4% 5,414,557 $2.2B
HPS Investment Partners, LLC 99.44% No change 4,339,759 $1.7B
Berkshire Hathaway 0.63% No change 4,100,000 $1.6B
Mawer Investment Management Ltd. 6.31% Reduce -16.1% 3,273,574 $1.3B
Bank of New York Mellon Corp 0.24% Add +18.3% 3,034,062 $1.2B
Polen Capital Management LLC 3.77% Add +318.1% 3,007,719 $1.2B
Eagle Capital Management LLC 3.82% Reduce -34.1% 2,623,489 $1.0B
Mitsubishi UFJ Asset Management Co., Ltd. 0.88% Add +2.6% 2,390,571 $954.1M
Northern Trust Corp. 0.14% Add +6.1% 2,290,619 $914.2M
Lazard Asset Management LLC 1.50% Reduce -4.1% 2,240,955 $894.3M
Neuberger Berman Group LLC 0.71% Add +0.6% 2,136,107 $852.5M
Artisan Partners Limited Partnership 1.38% Add +3.3% 2,135,832 $852.4M
Boston Partners 1.02% Add +4.2% 2,121,607 $844.5M
WCM Investment Management, LLC 2.08% Add +0.3% 2,051,816 $809.5M
Bank of America Corp. 0.07% Add +16.4% 1,869,779 $746.2M
Veritas Asset Management LLP 7.42% Reduce -17.1% 1,839,697 $734.2M
Capital International Investors 0.13% Reduce -12.6% 1,681,579 $670.8M
Norges Bank 0.09% Add +0.3% 1,665,948 $664.9M
Sustainable Growth Advisers, LP 3.55% Reduce -29.6% 1,592,962 $635.7M
Independent Franchise Partners LLP 4.51% Reduce -21.5% 1,583,221 $631.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.69% Reduce -1.2% 1,470,020 $586.7M
Longview Partners (Guernsey) LTD 4.44% Reduce -5.9% 1,381,341 $551.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +7.6% 1,370,523 $547.0M
Mackenzie Financial Corp. 0.76% Reduce -10.8% 1,336,295 $533.3M
Legal & General Group Plc 0.14% Reduce -4.3% 1,321,194 $527.3M
UBS Group AG 0.12% Add +46.8% 1,305,499 $521.0M
Cantillon Capital Management LLC 3.32% Reduce -3.0% 1,283,548 $512.3M
Nuveen, LLC 0.15% — 1,265,651 $505.1M
Charles Schwab Investment Management Inc. 0.09% Add +1.3% 1,253,997 $500.5M
Wellington Management Group LLP 0.09% New 1,229,382 $490.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.22% Reduce -2.8% 1,212,599 $483.9M
Invesco Ltd. 0.09% Add +13.4% 1,158,139 $462.2M
Goldman Sachs Group Inc. 0.09% Add +0.3% 1,124,300 $448.7M
FIL Ltd 0.41% Reduce -7.4% 1,074,205 $428.7M
Farallon Capital Management, L.L.C. 2.04% Reduce -25.7% 1,361,744 $378.3M
Ameriprise Financial Inc. 0.10% Add +0.2% 925,721 $369.4M
FMR LLC 0.02% Add +1.1% 912,181 $364.0M
Barclays PLC 0.16% Add +60.8% 878,929 $350.8M
California Public Employees Retirement System 0.23% Reduce -2.9% 830,012 $331.2M
Amundi 0.12% Add +11.9% 831,877 $328.0M
Dimensional Fund Advisors LP 0.08% Add +10.3% 812,713 $324.3M
Voya Investment Management LLC 0.39% Add +23.3% 744,241 $297.0M
C WorldWide Group Holding A/S 3.61% Reduce -2.1% 728,758 $290.8M
First Pacific Advisors, LP 4.39% Reduce -6.7% 680,012 $271.4M
Royal Bank of Canada 0.06% Add +19.5% 671,679 $268.1M
T. Rowe Price Associates Inc. 0.03% Reduce -6.5% 661,596 $264.0M
USS Investment Management Ltd 1.94% Reduce -0.6% 640,299 $255.5M
OMERS ADMINISTRATION Corp 2.10% Reduce -0.2% 601,417 $240.0M
Blair William & Co. 0.67% Reduce -1.7% 554,750 $221.4M
Swiss National Bank 0.15% Reduce -0.6% 549,000 $219.1M
First Trust Advisors LP 0.18% Reduce -3.5% 517,371 $206.5M
Assenagon Asset Management S.A. 0.35% Add +205.1% 493,694 $197.0M
Deutsche Bank AG 0.07% Add +5.7% 470,695 $187.8M
Envestnet Asset Management Inc. 0.06% Add +25.1% 461,160 $184.0M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -0.1% 453,955 $181.2M
Fiera Capital Corp 0.65% Reduce -8.8% 453,395 $180.9M
Balyasny Asset Management L.P. 0.43% Reduce -7.8% 428,842 $171.1M
Millennium Management 0.17% Add +540.8% 425,678 $169.9M
Fiducient Advisors LLC 21.19% Add +20.9% 424,865 $169.6M
Sei Investments Co. 0.22% Add +39.4% 419,101 $167.3M
Wells Fargo & Company 0.04% Add +41.7% 402,731 $160.7M
Haverford Trust Co 1.55% Add +13.7% 386,749 $154.3M
Rhumbline Advisers 0.14% Add +2.3% 377,368 $150.6M
Bank of Montreal 0.08% Add +1.9% 370,191 $147.7M
BNP Paribas Financial Markets 0.11% Add +23.0% 368,291 $147.0M
Douglass Winthrop Advisors, LLC 2.79% Reduce -1.2% 367,700 $146.7M
National Pension Service 0.13% Add +4.2% 349,161 $139.3M
Woodline Partners LP 0.87% Add +39.8% 336,515 $134.3M
NorthCoast Asset Management LLC 0.66% Add +8.1% 327,323 $130.6M
New York State Common Retirement Fund 0.19% Add +13.6% 319,778 $127.6M
California State Teachers Retirement System 0.15% Reduce -1.4% 309,812 $123.6M
BloombergSen Inc. 9.98% Reduce -1.7% 289,525 $115.5M
Russell Investments Group, Ltd. 0.16% Add +13.7% 288,306 $115.0M
Wealthspire Advisors, LLC 0.69% Reduce -2.9% 288,132 $115.0M
Natixis Advisors, LLC 0.21% Add +2.3% 286,512 $114.3M
T. Rowe Price Investment Management, Inc. 0.08% New 284,411 $113.5M
Citadel Advisors 0.11% Add +947.0% 282,699 $112.8M
DAVENPORT & Co LLC 0.65% Reduce -0.7% 276,133 $109.9M
Raymond James Financial Inc. 0.04% Add +13.1% 272,072 $108.6M
DekaBank Deutsche Girozentrale 0.21% Reduce -0.1% 275,109 $107.6M
Principal Financial Group Inc. 0.06% Reduce -0.7% 265,462 $105.9M
Ensign Peak Advisors, Inc 0.20% Add +29.1% 259,518 $103.6M
Prana Capital Management, LP 4.10% Add +92.6% 252,614 $100.8M
Aviva PLC 0.24% Reduce -2.4% 249,652 $99.6M
Verition Fund Management LLC 0.58% Reduce -9.4% 244,073 $97.4M
Lord, Abbett & Co. LLC 0.36% Add +1.5% 242,715 $96.9M
Citigroup Inc. 0.07% Add +83.6% 236,517 $94.4M
Altrinsic Global Advisors LLC 4.65% Reduce -0.5% 236,234 $94.3M
Bowie Capital Management, LLC 4.69% Reduce -14.4% 231,871 $92.5M
Scharf Investments, LLC 2.78% Reduce -2.5% 230,457 $92.0M
Qube Research & Technologies Ltd 0.14% Add +322.0% 225,262 $89.9M
Alliancebernstein L.P. 0.03% Reduce -0.2% 216,149 $86.3M
Weitz Investment Management, Inc. 4.53% Reduce -18.2% 213,450 $85.2M
National Bank of Canada 0.10% Reduce -16.8% 211,789 $84.5M
Nicholas Company, Inc. 1.37% Reduce -13.4% 197,787 $78.9M
Squarepoint Ops LLC 0.19% Add +188.8% 195,966 $78.2M
Junto Capital Management LP 1.73% New 188,993 $75.4M
State Board of Administration of Florida Retirement System 0.15% No change 187,332 $74.8M
Capital Group Private Client Services, Inc. 0.72% Reduce -4.2% 185,244 $73.9M
Frontier Capital Management Co. LLC 0.78% Add +24.3% 178,972 $71.4M
CIBC Asset Management Inc 0.23% Reduce -6.4% 176,073 $70.2M
Nomura Asset Management Co. Ltd. 0.21% Add +2.6% 173,944 $69.4M
Adage Capital Partners Gp, L.L.C. 0.13% Add +85.7% 170,969 $68.2M
Voloridge Investment Management, LLC 0.24% Add +24.2% 164,087 $65.5M
GFI Investment Counsel Ltd. 7.58% Add +2.0% 163,336 $65.2M
Night Owl Capital Management, LLC 7.91% Add +3.9% 158,553 $63.3M
New York State Teachers Retirement System 0.14% Reduce -6.0% 156,468 $62.4M
CapitalatWork S.A. 2.02% Reduce -0.9% 155,586 $62.1M
HSBC Holdings PLC 0.04% Add +46.4% 152,392 $60.3M
Ycg, LLC 4.63% Reduce -0.6% 148,016 $59.1M
Stifel Financial Corp. 0.06% Reduce -3.5% 144,087 $57.5M
Aberdeen Group plc 0.11% Add +108.2% 144,136 $57.2M
Storebrand Asset Management As 0.19% Reduce -5.5% 142,989 $57.1M
M.D. Sass, LLC 4.93% Reduce -18.0% 140,434 $56.0M
Jefferies Financial Group Inc. 0.97% Add +2290.9% 135,419 $54.0M
Onex Canada Asset Management Inc. 6.89% Reduce -12.9% 133,943 $53.5M
HM Payson & Co. 0.91% Add +1.1% 129,656 $51.7M
Korea Investment CORP 0.13% Add +16.4% 129,475 $51.7M
Markel Group 0.46% Add +2.6% 129,450 $51.7M
Manufacturers Life Insurance Company, The 0.05% Reduce -87.0% 128,655 $51.3M
Pensioenfonds Rail & Ov 3.55% Reduce -3.9% 128,522 $51.3M
Focus Partners Wealth 0.13% Add +27.7% 125,834 $50.2M
Davis R M Inc. 1.00% Reduce -0.3% 125,288 $50.0M
Ceredex Value Advisors LLC 1.09% Reduce -2.3% 125,159 $49.9M
Vontobel Holding Ltd. 0.18% Reduce -19.0% 122,598 $48.9M
TCTC Holdings, LLC 1.69% Add +0.0% 120,061 $47.9M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -2.5% 118,184 $47.2M
State of Tennessee, Department of Treasury 0.18% Reduce -4.3% 117,618 $46.9M
Petrus Trust Company, LTA 4.38% No change 117,500 $46.9M
Broad Run Investment Management, LLC 7.80% Reduce -27.4% 117,085 $46.7M
PNC Financial Services Group, Inc. 0.02% Reduce -12.1% 116,802 $46.6M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -0.1% 116,496 $46.5M
Schroder Investment Management Group 0.05% Add +10.7% 115,313 $45.5M
Schonfeld Strategic Advisors LLC 0.31% Add +187.6% 113,994 $45.5M
Summit Trail Advisors, LLC 1.47% Reduce -1.5% 111,380 $44.5M
State of Wisconsin Investment Board 0.11% Add +3.4% 111,280 $44.4M
APG Asset Management N.V. 0.14% Reduce -1.4% 120,000 $44.3M
Cannell & Spears LLC 0.93% Reduce -7.2% 107,698 $43.0M
Susquehanna Fundamental Investments, LLC 0.70% Add +0.2% 105,409 $42.1M
Ironvine Capital Partners, LLC 4.55% Reduce -1.8% 105,063 $41.9M
Obermeyer Wealth Partners 2.23% Reduce -2.9% 104,919 $41.9M
Pictet Asset Management Holding SA 0.05% Reduce -27.8% 102,615 $41.0M
Central Securities Corp 3.80% No change 100,000 $39.9M
Border to Coast Pensions Partnership Ltd 0.80% Add +14.1% 98,017 $39.1M
Gateway Investment Advisers LLC 0.43% Add +0.1% 93,632 $37.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -5.1% 91,624 $36.6M
Royal London Asset Management Ltd. 0.09% Add +9.1% 90,223 $36.0M
Oribel Capital Management, LP 4.47% Add +49.8% 90,100 $36.0M
Hudson Bay Capital Management LP 0.26% New 90,070 $35.9M
Treasurer of the State of North Carolina 0.14% Reduce -8.9% 89,868 $35.9M
Danske Bank A/S 0.11% Reduce -25.9% 88,701 $35.4M
Dudley & Shanley, Inc. 5.57% Reduce -5.5% 88,637 $35.4M
Corient Private Wealth LP 0.06% Reduce -8.0% 88,362 $35.3M
Asset Management One Co., Ltd. 0.12% Add +4.6% 86,958 $34.7M
LFL Advisers, LLC 14.85% Reduce -2.6% 85,047 $33.9M
TD Asset Management Inc 0.03% Reduce -5.0% 84,295 $33.6M
KLP Kapitalforvaltning As 0.16% Add +0.1% 84,252 $33.6M
Canoe Financial LP 0.54% Add +44.0% 83,679 $33.4M
Advisors Capital Management, LLC 0.52% Add +2.0% 83,379 $33.3M
Public Employees Retirement System of Ohio 0.12% Reduce -3.0% 82,520 $32.9M
D. E. Shaw & Co. 0.04% Reduce -58.8% 81,928 $32.7M
Capital International Sarl 0.69% Add +11.2% 75,771 $30.2M
Mn Services Vermogensbeheer B.V. 0.23% Reduce -6.0% 74,000 $29.5M
Teacher Retirement System of Texas 0.12% Add +0.5% 73,217 $29.2M
GM Advisory Group, LLC 1.58% Reduce -15.1% 73,209 $29.2M
Franklin Resources Inc. 0.01% Add +8.7% 73,159 $29.2M
Clark Capital Management Group, Inc. 0.21% Reduce -54.5% 71,746 $28.6M
Victory Capital Management Inc. 0.03% Reduce -0.3% 71,116 $28.4M
Rafferty Asset Management, LLC 0.12% Reduce -7.1% 70,901 $28.3M
Capital International, Inc. 0.34% Add +1.2% 70,751 $28.2M
Williams Jones Wealth Management, LLC. 0.36% Reduce -7.0% 70,551 $28.2M
Townsquare Capital LLC 0.29% Add +423.1% 69,003 $27.5M
Lighthouse Investment Partners, LLC 1.24% New 68,136 $27.2M
Federation des caisses Desjardins du Quebec 0.13% Add +3.8% 67,862 $27.1M
LPL Financial LLC 0.01% Reduce -0.8% 67,893 $27.1M
State of New Jersey Common Pension Fund D 0.12% Reduce -9.2% 65,619 $26.2M
Hantz Financial Services, Inc. 0.46% Add +221.1% 65,440 $26.1M
Aquatic Capital Management LLC 0.66% New 64,719 $25.8M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -51.0% 64,476 $25.7M
Orion Porfolio Solutions, LLC 0.25% Add +0.4% 64,295 $25.7M
Orion Portfolio Solutions, LLC 0.25% Add +0.4% 64,295 $25.7M
STRS Ohio 0.11% Reduce -0.8% 63,919 $25.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.30% Add +13.7% 63,285 $25.3M
Jupiter Asset Management Ltd. 0.24% New 62,785 $25.1M
Financiere des Professionnels - Fonds d'investissement inc. 1.59% Reduce -6.4% 61,543 $24.6M
Handelsbanken Fonder AB 0.10% Add +0.2% 59,474 $23.7M
Ninety One UK Ltd 0.07% Reduce -3.8% 59,422 $23.7M
State of Michigan Retirement System 0.14% No change 58,658 $23.4M
Public Sector Pension Investment Board 0.10% Add +3.0% 57,858 $23.1M
Glenmede Trust Co. NA 0.12% Add +64.8% 57,256 $22.9M
Arizona State Retirement System 0.15% Add +1.5% 57,121 $22.8M
Nisa Investment Advisors, LLC 0.11% Reduce -58.3% 56,519 $22.6M
AMF Tjanstepension AB 0.17% Reduce -6.3% 56,459 $22.6M
Abner Herrman & Brock LLC 2.88% Reduce -1.1% 56,435 $22.5M
Swedbank AB 0.03% Add +2.1% 56,012 $22.4M
MetLife Investment Management, LLC 0.12% Reduce -1.9% 55,814 $22.3M
Robeco Institutional Asset Management B.V. 0.04% Add +1.4% 54,108 $21.6M
Cibc World Markets Corp. 0.17% Reduce -13.2% 53,103 $21.2M
Corebridge Financial, Inc. 0.12% Reduce -3.6% 52,410 $20.9M
Cibc World Market Inc. 0.05% Add +7.7% 51,555 $20.6M
Saraza Management, LP 6.26% Reduce -31.3% 51,500 $20.6M
Gillson Capital LP 1.75% New 51,357 $20.5M
Picton Mahoney Asset Management 0.70% Reduce -9.9% 51,040 $20.4M
ProShare Advisors LLC 0.05% Add +9.3% 50,659 $20.2M
Oppenheimer Asset Management Inc. 0.25% Add +304.1% 50,625 $20.2M
Czech National Bank 0.18% Add +5.9% 49,672 $19.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +7.5% 49,457 $19.7M
Bank Pictet & Cie (Europe) AG 0.45% Reduce -16.1% 47,376 $18.9M
Cullen/Frost Bankers, Inc. 0.26% Add +1.0% 47,001 $18.8M
Retirement Systems of Alabama 0.07% Reduce -0.8% 46,473 $18.5M
AXA S.A. 0.06% Reduce -7.8% 46,394 $18.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +61.3% 45,308 $18.1M
Mariner, LLC 0.03% Reduce -1.3% 45,045 $18.0M
Kornitzer Capital Management Inc. 0.37% Add +0.1% 44,866 $17.9M
Avalon Trust Co 1.41% Reduce -3.9% 44,291 $17.7M
HighTower Advisors, LLC 0.02% Add +13.3% 43,738 $17.5M
Credit Agricole S A 0.07% Reduce -18.2% 43,708 $17.4M
Amalgamated Bank 0.15% Add +0.4% 43,155 $17.2M
Tower Bridge Advisors 1.95% Reduce -2.5% 42,922 $17.1M
Banque Pictet & Cie SA 0.18% Reduce -3.7% 42,023 $16.8M
Forsta Ap-Fonden 0.13% Add +4.0% 41,400 $16.5M
Factory Mutual Insurance Co. 0.19% Add +20.6% 41,000 $16.4M
Capital International Ltd. 0.71% Add +4.5% 40,644 $16.2M
Corsair Capital Management, L.P. 4.16% Reduce -0.3% 40,452 $16.1M
Cerity Partners LLC 0.03% Add +23.9% 39,828 $15.9M
Allianz Asset Management GmbH 0.02% Reduce -53.8% 39,823 $15.9M
Pathstone Holdings, LLC 0.07% Reduce -5.9% 39,198 $15.6M
Managed Asset Portfolios, LLC 2.13% New 38,585 $15.4M
Stephens Inc. 0.22% Add +8.4% 37,756 $15.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -0.6% 37,225 $14.9M
Mediolanum International Funds Ltd 0.20% Reduce -11.1% 37,062 $14.6M
Unio Capital LLC 5.57% Reduce -1.8% 36,387 $14.5M
Van Eck Associates Corp. 0.02% Add +1.9% 36,296 $14.5M
Man Group plc 0.04% Add +234.1% 36,087 $14.4M
Renaissance Technologies 0.02% Reduce -74.5% 35,101 $14.0M
Canada Pension Plan Investment Board 0.01% Add +19.4% 35,024 $14.0M
DNB Asset Management AS 0.06% Reduce -2.6% 34,356 $13.7M
Varma Mutual Pension Insurance Co 0.12% Reduce -9.6% 33,900 $13.5M
AQR Capital Management 0.01% Reduce -5.3% 34,076 $13.5M
Zevin Asset Management LLC 2.09% Reduce -4.5% 33,046 $13.2M
KBC Group NV 0.04% Add +4.9% 33,026 $13.2M
Borer Denton & Associates, Inc. 4.63% Reduce -2.2% 32,824 $13.1M
Utah Retirement Systems 0.15% Reduce -0.3% 32,498 $13.0M
Moore Capital Management, LP 0.51% Reduce -82.7% 32,379 $12.9M
Tidal Investments LLC 0.11% Reduce -0.3% 32,252 $12.9M
Macquarie Group Ltd. 0.02% Add +13.9% 32,234 $12.9M
US Bancorp \de 0.02% Add +1.8% 32,069 $12.8M
American Century Companies Inc. 0.01% Add +4.7% 31,463 $12.6M
Creative Planning 0.01% Add +6.6% 31,431 $12.5M
Motley Fool Wealth Management, LLC 0.73% Reduce -12.3% 30,924 $12.3M
M&T Bank Corp 0.04% Add +5.5% 30,854 $12.3M
Premier Fund Managers Ltd 0.46% Reduce -0.9% 31,228 $12.3M
Motley Fool Asset Management LLC 0.69% Reduce -3.3% 30,619 $12.2M
Peapack Gladstone Financial Corp. 0.18% Add +3.5% 30,508 $12.2M
Marshall Wace, LLP 0.02% Reduce -86.6% 30,431 $12.1M
Xponance LLC 0.12% Add +0.6% 29,842 $11.9M
Yousif Capital Management, LLC 0.14% Add +5.7% 29,193 $11.7M
Daiwa Securities Group Inc. 0.05% Add +8.1% 29,071 $11.6M
New York Life Investment Management LLC 0.12% Reduce -0.3% 28,893 $11.5M
First Manhattan Co. Llc. 0.03% Reduce -1.4% 28,581 $11.4M
Police & Firemen's Retirement System of New Jersey 0.12% No change 28,543 $11.4M
O'shaughnessy Asset Management, LLC 0.09% Add +13.9% 28,420 $11.3M
Susquehanna International Group, LLP 0.02% Reduce -67.8% 28,293 $11.3M
Motco 1.19% Reduce -1.0% 28,120 $11.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +5.6% 28,022 $11.2M
Prudential Financial Inc. 0.02% Add +0.8% 27,855 $11.1M
Quantinno Capital Management LP 0.07% Add +67.8% 27,413 $10.9M
Philadelphia Financial Management of San Francisco, LLC 2.42% New 27,289 $10.9M
ExodusPoint Capital Management, LP 0.14% New 26,994 $10.8M
Baird Financial Group, Inc. 0.02% Add +2.5% 26,927 $10.7M
Silvercrest Asset Management Group LLC 0.08% Add +0.4% 26,515 $10.6M
Boston Common Asset Management, LLC 0.32% Add +89.0% 26,439 $10.6M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 26,372 $10.5M
GHP Investment Advisors, Inc. 0.50% Add +1.2% 26,315 $10.5M
Beese Fulmer Investment Management, Inc. 0.90% Add +2.3% 26,259 $10.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.3% 26,158 $10.4M
Citizens Financial Group Inc. 0.21% Add +3.6% 26,082 $10.4M
Aryeh Capital Management Ltd. 7.24% Reduce -40.6% 25,400 $10.1M
Marks Group Wealth Management, Inc 0.97% Add +2.0% 25,340 $10.1M
State of Alaska, Department of Revenue 0.11% Add +2.7% 25,335 $10.1M
Mutual of America Capital Management LLC 0.12% Reduce -2.9% 25,151 $10.0M
Truist Financial Corp. 0.02% Add +2.2% 24,858 $9.9M
Fifth Third Bancorp 0.04% Add +0.8% 24,818 $9.9M
YHB Investment Advisors, Inc. 0.83% Reduce -4.5% 24,805 $9.9M
Janus Henderson Group PLC 0.01% Add +2.8% 25,058 $9.9M
Intermede Investment Partners Ltd 0.31% Add +0.7% 24,458 $9.8M
Nissay Asset Management Corp. /Japan 0.06% Add +0.2% 24,403 $9.7M
Captrust Financial Advisors 0.02% Add +11.0% 24,335 $9.7M
Cetera Investment Advisers 0.02% Reduce -6.7% 24,248 $9.7M
Ethic Inc. 0.19% Add +12.3% 24,086 $9.6M
Wedge Capital Management L L P 0.19% Reduce -0.8% 24,034 $9.6M
Commonwealth Equity Services, LLC 0.01% Reduce -11.7% 23,768 $9.5M
LBP Am SA 0.15% Reduce -3.6% 23,655 $9.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +10.0% 23,329 $9.3M
Haverford Financial Services, Inc. 2.85% Add +22.6% 23,144 $9.2M
Jain Global LLC 0.19% New 22,926 $9.1M
Gerber, LLC 7.58% No change 22,790 $9.1M
Nippon Life Global Investors Americas, Inc. 0.44% Add +4.7% 22,670 $9.0M
Bank of Nova Scotia 0.02% Reduce -72.4% 22,591 $9.0M
Fiduciary Group, LLC 0.88% Reduce -0.6% 21,987 $8.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.9% 25,454 $8.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -6.5% 21,694 $8.7M
Violich Capital Management, Inc. 1.16% No change 21,608 $8.6M
CIBC Private Wealth Group LLC 0.02% Add +25.7% 23,902 $8.6M
Live Oak Private Wealth LLC 1.38% Add +0.7% 21,276 $8.5M
Elo Mutual Pension Insurance Co 0.19% Add +18.0% 21,049 $8.4M
Vanguard Personalized Indexing Management, LLC 0.12% Add +3.5% 20,935 $8.4M
Dash Acquisitions Inc. 1.83% Add +3.2% 23,078 $8.2M
Commerce Bank 0.05% Add +3.1% 19,855 $7.9M
Carderock Capital Management Inc. 2.07% Add +5.7% 19,551 $7.8M
Engineers Gate Manager LP 0.13% Add +484.3% 19,522 $7.8M
Cresset Asset Management, LLC 0.04% Reduce -1.8% 19,274 $7.7M
Swiss Life Asset Management Ltd 0.06% Add +24.9% 19,224 $7.7M
Boothbay Fund Management, LLC 0.28% Add +67.7% 19,222 $7.7M
Baader Bank Aktiengesellschaft 0.77% Add +0.2% 19,219 $7.7M
Strategy Asset Managers LLC 1.57% Reduce -0.5% 19,085 $7.6M
Bridgewater Advisors Inc. 0.66% Add +0.1% 21,694 $7.6M
Rakuten Investment Management, Inc. 0.03% — 19,171 $7.6M
Pragma Gestao DE Patrimonio Ltd. 4.04% New 18,900 $7.5M
Acadian Asset Management LLC 0.02% Add +179.3% 18,796 $7.5M
Oregon Public Employees Retirement Fund 0.14% Add +0.1% 18,552 $7.4M
Kestra Advisory Services, LLC 0.04% Reduce -4.3% 18,403 $7.3M
Gotham Asset Management 0.06% Add +2.6% 18,243 $7.3M
Kwmg, LLC 0.74% Reduce -0.6% 18,233 $7.3M
Sanctuary Advisors, LLC 0.05% Reduce -3.1% 17,964 $7.2M
Regions Financial Corp. 0.05% Reduce -5.7% 17,744 $7.1M
Caisse de depot et placement du Quebec 0.01% Add +1019.4% 17,743 $7.1M
Fayez Sarofim & Co 0.02% Add +7.8% 17,716 $7.1M
1832 Asset Management L.P. 0.01% Reduce -30.0% 17,637 $7.0M
Johnson Investment Counsel Inc. 0.07% Reduce -0.2% 17,372 $6.9M
Mizuho Securities USA LLC 0.15% Reduce -15.5% 17,316 $6.9M
NEOS Investment Management LLC 0.13% Add +38.2% 16,980 $6.8M
Biltmore Family Office, LLC 1.15% Reduce -2.9% 16,850 $6.7M
Arrowstreet Capital, Limited Partnership 0.01% New 16,829 $6.7M
Diversified Trust Co. 0.17% Reduce -6.6% 16,797 $6.7M
Teachers Retirement System of the State of Kentucky 0.06% Add +3.5% 16,700 $6.7M
First Foundation Advisors 0.26% Reduce -21.6% 16,023 $6.4M
Nordea Investment Management AB 0.01% Add +0.3% 16,001 $6.4M
Bleakley Financial Group, LLC 0.20% Add +56.8% 15,839 $6.3M
ASR Vermogensbeheer N.V. 0.09% — 15,539 $6.2M
Aigen Investment Management, LP 0.97% New 15,211 $6.1M
Avanza Fonder AB 0.20% New 15,282 $6.1M
Bell Asset Management Ltd 1.11% Reduce -25.3% 15,117 $6.0M
Wealthfront Advisers LLC 0.02% Add +17.3% 14,841 $5.9M
Ieq Capital, LLC 0.05% Add +82.0% 14,805 $5.9M
Clifford Swan Investment Counsel LLC 0.21% Add +6.0% 14,405 $5.7M
Artemis Investment Management LLP 0.09% Reduce -1.2% 14,265 $5.7M
Pacer Advisors, Inc. 0.01% Reduce -18.1% 14,166 $5.7M
Atria Investments, Inc 0.07% Add +162.1% 14,109 $5.6M
Pittenger & Anderson Inc. 0.20% Reduce -8.9% 13,815 $5.5M
Buckhead Capital Management LLC 1.77% Add +0.9% 13,810 $5.5M
Capital Planning Advisors, LLC 0.84% Reduce -0.3% 13,574 $5.4M
Clearstead Advisors, LLC 0.08% Add +26.3% 13,466 $5.4M
Kentucky Retirement Systems 0.16% Reduce -10.2% 13,406 $5.4M
Jasper Ridge Partners, L.P. 0.17% No change 13,390 $5.3M
Sequoia Financial Advisors, LLC 0.04% Add +1.6% 13,270 $5.3M
MML Investors Services, LLC 0.02% Add +1.2% 12,597 $5.0M
Modera Wealth Management, LLC 0.07% Add +2.1% 12,558 $5.0M
Pine Valley Investments Ltd Liability Co 0.32% Add +4.3% 12,385 $4.9M
Cwm, LLC 0.02% Reduce -0.1% 12,303 $4.9M
Osaic Holdings, Inc. 0.01% Reduce -53.0% 12,283 $4.9M
Cornerstone Advisors, LLC 0.21% No change 12,200 $4.9M
Wesbanco Bank Inc. 0.17% Add +0.3% 11,940 $4.8M
Stanley-Laman Group, Ltd. 0.73% Reduce -4.2% 11,818 $4.7M
Prudential PLC 0.02% Add +60.0% 11,804 $4.7M
Yacktman Asset Management 0.06% No change 11,670 $4.7M
Louisiana State Employees Retirement System 0.09% No change 11,600 $4.6M
Arlington Partners LLC 1.80% Reduce -6.0% 11,506 $4.6M
Accurate Wealth Management, LLC 0.87% Reduce -0.3% 12,169 $4.6M
Wealthspire Retirement, LLC 0.36% Reduce -3.1% 11,473 $4.6M
NewEdge Advisors, LLC 0.03% Reduce -5.1% 11,451 $4.6M
Securian Asset Management, Inc. 0.14% Reduce -1.7% 11,409 $4.6M
Savant Capital, LLC 0.04% Add +3.4% 11,364 $4.5M
Metis Global Partners, LLC 0.13% Add +13.8% 11,311 $4.5M
Janney Montgomery Scott LLC 0.01% Add +3.7% 11,230 $4.5M
Quantbot Technologies LP 0.14% New 11,123 $4.4M
Gulf International Bank (UK) Ltd 0.15% Reduce -25.1% 11,115 $4.4M
Portside Wealth Group, LLC 0.72% Add +530.6% 11,055 $4.4M
Seascape Capital Management 1.52% Add +2.7% 10,940 $4.4M
Machina Capital S.A.S. 1.28% New 10,773 $4.3M
Employees Retirement System of Texas 0.05% No change 10,726 $4.3M
Aware Super Pty Ltd as trustee of Aware Super 0.07% No change 10,672 $4.3M
Gabelli Funds LLC 0.03% Add +26.2% 10,655 $4.3M
Ossiam 0.06% Reduce -57.6% 10,546 $4.2M
Radnor Capital Management, LLC 0.70% Add +2.0% 10,433 $4.2M
Norinchukin Bank, The 0.08% Add +13.8% 10,429 $4.2M
Pure Financial Advisors, LLC 0.09% Reduce -0.1% 10,317 $4.1M
Regency Capital Management Inc.\DE 2.46% Reduce -3.1% 10,305 $4.1M
Bessemer Group Inc. 0.01% Reduce -46.3% 10,273 $4.1M
New Mexico Educational Retirement Board 0.15% Reduce -1.9% 10,145 $4.0M
Alps Advisors Inc. 0.02% Add +20.0% 10,119 $4.0M
Capital Fund Management S.A. 0.05% New 10,104 $4.0M
Union Heritage Capital, LLC 1.48% No change 9,967 $4.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.6% 9,938 $4.0M
Verdence Capital Advisors LLC 0.30% Reduce -2.9% 9,929 $4.0M
Capitolis Liquid Global Markets LLC 0.03% Reduce -10.6% 9,750 $3.9M
Cumberland Partners Ltd 0.30% New 9,730 $3.9M
Ostrum Asset Management 0.20% Reduce -1.8% 9,651 $3.9M
Anderson Hoagland & Co. 0.46% Reduce -1.9% 10,684 $3.8M
Assetmark, Inc. 0.01% Add +7.7% 9,634 $3.8M
Crestwood Advisors Group, LLC 0.07% Reduce -1.4% 9,610 $3.8M
Busey Bank 0.13% Add +0.2% 9,567 $3.8M
CX Institutional 0.14% Reduce -4.5% 9,545 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -0.0% 9,588 $3.8M
LBMC Investment Advisors, LLC 0.29% Reduce -54.7% 9,391 $3.7M
Elevation Point Wealth Partners, LLC 0.32% Reduce -2.1% 9,252 $3.7M
Kampmann Melissa S. 2.91% Add +0.2% 9,235 $3.7M
Maryland State Retirement & Pension System 0.09% Reduce -18.2% 9,179 $3.7M
MIdWestOne Financial Group, Inc. 0.52% No change 9,103 $3.6M
Vestmark Advisory Solutions, Inc. 0.09% Add +102.6% 8,925 $3.6M
Schechter Investment Advisors, LLC 0.29% Add +31.2% 8,907 $3.6M
Scotia Capital Inc. 0.02% Reduce -17.1% 8,840 $3.5M
Cary Street Partners Financial LLC 0.11% Reduce -1.7% 8,832 $3.5M
Jensen Investment Management Inc. 0.04% No change 8,830 $3.5M
Jump Financial, LLC 0.05% Add +314.1% 8,809 $3.5M
Intech Investment Management LLC 0.04% Reduce -47.5% 8,757 $3.5M
MAI Capital Management 0.03% Reduce -1.8% 8,675 $3.5M
Progressive Investment Management Corp 0.96% Reduce -1.8% 8,612 $3.4M
Kathmere Capital Management, LLC 0.29% Reduce -9.7% 8,533 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.2% 8,436 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +27.4% 8,353 $3.3M
Capital Group Investment Management Pte. LTD. 0.68% No change 8,348 $3.3M
Mercer Global Advisors Inc. 0.01% Reduce -33.6% 8,334 $3.3M
Icon Wealth Advisors, LLC 0.27% Add +1852.7% 8,260 $3.3M
Banque Cantonale Vaudoise 0.14% — 8,226 $3.3M
MV Capital Management, Inc. 0.35% Reduce -1.1% 8,141 $3.2M
Zions Bancorporation, National Association 0.20% — 8,107 $3.2M
Alliance Wealth Advisors, LLC 0.84% Add +280.1% 8,095 $3.2M
Ascent Group, LLC 0.14% Add +40.5% 8,034 $3.2M
Nebula Research & Development LLC 0.30% New 8,003 $3.2M
GTS Securities LLC 0.14% Add +400.2% 7,963 $3.2M
Exencial Wealth Advisors, LLC 0.12% Reduce -7.9% 7,862 $3.1M
Integrated Wealth Concepts LLC 0.04% Add +44.5% 7,848 $3.1M
VestGen Advisors, LLC 0.14% — 7,783 $3.1M
OneDigital Investment Advisors LLC 0.04% Reduce -14.5% 7,773 $3.1M
South Dakota Investment Council 0.06% No change 7,770 $3.1M
Oak Thistle LLC 0.62% New 7,768 $3.1M
HB Wealth Management, LLC 0.03% Add +45.9% 7,749 $3.1M
Walleye Capital LLC 0.04% New 7,700 $3.1M
Journey Advisory Group, LLC 0.25% New 7,689 $3.1M
Equitable Trust Co. 0.17% Add +7.0% 7,679 $3.1M
NewEdge Wealth, LLC 0.05% Add +69.3% 7,552 $3.0M
Ninety One North America, Inc. 0.20% Add +64.4% 7,483 $3.0M
Daiichi Life Insurance Co., Ltd. 0.09% No change 7,456 $3.0M
Brighton Jones LLC 0.09% Add +0.4% 7,308 $2.9M
Keybank National Association 0.01% Reduce -5.1% 7,274 $2.9M
Illinois Municipal Retirement Fund 0.04% No change 7,257 $2.9M
LGT Fund Management Co Ltd. 0.26% Reduce -31.6% 7,203 $2.9M
Axxcess Wealth Management, LLC 0.08% Reduce -0.1% 7,180 $2.9M
Beacon Financial Group 0.31% Add +0.1% 7,168 $2.9M
Larson Financial Group LLC 0.14% Add +10.9% 7,162 $2.9M
Vinva Investment Management Ltd 0.11% Reduce -14.4% 7,102 $2.8M
Mitchell Capital Management Co. 0.53% Add +2.5% 6,913 $2.8M
Salvus Wealth Management, LLC 1.72% Add +20.3% 6,876 $2.7M
Agf Management Ltd. 0.01% Add +4.3% 6,870 $2.7M
Allstate Corp. 0.08% Add +15.7% 6,856 $2.7M
Crossmark Global Holdings, Inc. 0.05% Reduce -11.1% 6,836 $2.7M
Nomura Holdings Inc. 0.01% Reduce -4.2% 6,828 $2.7M
Gibbs Wealth Management 0.66% Add +194.1% 6,809 $2.7M
Lindbrook Capital, LLC 0.25% Add +0.4% 6,807 $2.7M
Anchor Capital Advisors LLC 0.08% Reduce -1.3% 6,792 $2.7M
Generali Asset Management SPA SGR 0.07% Add +217.4% 6,666 $2.7M
Choreo, LLC 0.04% Reduce -2.1% 6,620 $2.6M
iSAM Funds (UK) Ltd 1.29% Add +92.8% 6,559 $2.6M
Lafayette Investments, Inc. 0.55% Add +0.9% 6,544 $2.6M
Diversified Enterprises, LLC 0.22% New 6,532 $2.6M
Norden Group LLC 0.30% Add +886.9% 6,474 $2.6M
&partners 0.03% Add +28.1% 6,548 $2.6M
EP Wealth Advisors, LLC 0.02% Add +60.5% 6,460 $2.6M
Brown Advisory Inc. 0.00% Add +2.4% 6,412 $2.6M
Private Advisor Group, LLC 0.02% Add +15.8% 6,359 $2.5M
Delta Global Management LP 0.18% New 6,305 $2.5M
Aire Advisors, LLC 0.52% Add +0.2% 6,234 $2.5M
Romano Brothers and Company 0.32% No change 6,131 $2.4M
WoodTrust Financial Corp 0.34% No change 6,085 $2.4M
Ancora Advisors LLC 0.05% No change 6,020 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +7.0% 6,016 $2.4M
Lido Advisors, LLC 0.01% Reduce -12.0% 5,946 $2.4M
Tower Research Capital LLC (TRC) 0.07% Reduce -52.2% 5,921 $2.4M
Coldstream Capital Management Inc. 0.05% Add +0.2% 5,906 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +7.3% 5,865 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Add +2.0% 5,809 $2.3M
SG Americas Securities, LLC 0.01% Add +10.6% 5,796 $2.3M
Personal Cfo Solutions, LLC 0.47% Add +76.7% 5,784 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.16% New 5,710 $2.3M
CW Advisors, LLC 0.03% Add +33.7% 5,708 $2.3M
Wilmington Savings Fund Society, FSB 0.04% Reduce -3.2% 5,567 $2.2M
Magnetar Financial LLC 0.03% New 5,536 $2.2M
Twinbeech Capital LP 0.04% New 5,527 $2.2M
Fiduciary Alliance LLC 0.22% Reduce -27.1% 5,522 $2.2M
Praxis Investment Management Inc. 0.15% Add +2.8% 5,520 $2.2M
Campbell & CO Investment Adviser LLC 0.17% Reduce -68.2% 5,514 $2.2M
Investment Management Corp of Ontario 0.04% Reduce -24.4% 5,496 $2.2M
Grove Bank & Trust 0.29% Add +3140.7% 5,412 $2.2M
Fischer Financial Services, Inc. 0.70% Reduce -2.7% 5,410 $2.2M
Whittier Trust Co. 0.03% Reduce -0.8% 5,266 $2.1M
Avantax Advisory Services, Inc. 0.01% Add +6.4% 5,253 $2.1M
Tyler-Stone Wealth Management 0.38% No change 5,241 $2.1M
Canandaigua National Bank & Trust Co. 0.21% Add +33.1% 5,241 $2.1M
Two Sigma Investments, LP 0.00% Reduce -90.2% 5,234 $2.1M
Caldwell Trust Co 0.22% No change 5,200 $2.1M
Lecap Asset Management Ltd. 0.48% New 5,194 $2.1M
Applied Finance Capital Management, LLC 0.15% Add +2.8% 5,094 $2.0M
Caprock Group, LLC 0.06% Add +7.9% 5,092 $2.0M
United Services Automobile Association 0.06% New 5,134 $2.0M
Welch Group, LLC 0.09% Reduce -2.7% 5,129 $2.0M
Barings LLC 0.05% No change 5,035 $2.0M
Greenleaf Trust 0.02% Add +6.1% 5,024 $2.0M
Cohen Klingenstein LLC 0.07% No change 5,000 $2.0M
Snowden Capital Advisors LLC 0.06% Add +33.7% 4,964 $2.0M
Enterprise Financial Services Corp 1.16% Add +7.9% 4,930 $2.0M
Kraft, Davis & Associates, LLC 0.63% Reduce -27.4% 5,327 $2.0M
NorthCrest Asset Manangement, LLC 0.06% Add +6.0% 4,899 $2.0M
Triumph Capital Management 0.64% Reduce -4.0% 4,849 $1.9M
Empowered Funds, LLC 0.03% Reduce -2.5% 4,843 $1.9M
Plato Investment Management Ltd 0.16% Reduce -23.1% 4,711 $1.9M
Quadrant Capital Group LLC 0.07% Add +102.6% 4,634 $1.8M
Parkside Financial Bank & Trust 0.23% Reduce -1.0% 4,562 $1.8M
Bellwether Advisors, LLC 0.37% New 4,494 $1.8M
Factor Wealth Management LTD 0.54% Reduce -1.3% 4,426 $1.8M
Dynamic Technology Lab Private Ltd 0.26% New 4,425 $1.8M
Huntington National Bank 0.02% Add +1.9% 4,369 $1.7M
ProVise Management Group, LLC 0.14% Reduce -12.3% 4,269 $1.7M
Private Wealth Asset Management, LLC 0.24% — 4,265 $1.7M
Meeder Advisory Services, Inc. 0.10% Add +5.4% 4,240 $1.7M
Dynasty Wealth Management, LLC 0.03% Add +4.6% 4,228 $1.7M
Accredited Investors Inc. 0.10% Add +0.9% 4,222 $1.7M
Oxford Financial Group, LTD. LLC 0.12% Add +0.4% 4,213 $1.7M
Merit Financial Group, LLC 0.03% Add +22.4% 4,210 $1.7M
Rothschild Investment LLC 0.11% Reduce -37.7% 4,174 $1.7M
NFJ Investment Group, LLC 0.06% Reduce -4.5% 4,102 $1.6M
QRG Capital Management, Inc. 0.02% Reduce -45.9% 4,073 $1.6M
Chesley Taft & Associates LLC 0.08% Add +19.0% 4,072 $1.6M
Ellis Investment Partners, LLC 0.34% No change 4,070 $1.6M
Sompo Asset Management Co., Ltd. 0.30% Reduce -31.7% 4,070 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +10.1% 4,061 $1.6M
Oxford Asset Management LLP 0.75% New 4,055 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +0.7% 4,022 $1.6M
Garrison Bradford & Associates Inc. 1.76% No change 4,000 $1.6M
Mission Wealth Management, LP 0.04% Reduce -7.0% 3,992 $1.6M
Logan Capital Management Inc. 0.07% Reduce -7.5% 3,984 $1.6M
Vident Advisory, LLC 0.02% Reduce -65.4% 3,974 $1.6M
Jones Financial Companies LLLP 0.00% Add +5.5% 4,019 $1.6M
Auxier Asset Management LLC 0.24% Add +5.3% 3,967 $1.6M
Brown Brothers Harriman & Co. 0.01% Reduce -1.2% 3,967 $1.6M
Vestcor Inc 0.05% Add +0.2% 3,954 $1.6M
Penserra Capital Management LLC 0.03% Add +167.2% 3,917 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -20.7% 3,886 $1.6M
HighPoint Advisor Group LLC 0.09% Add +18.5% 4,391 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +47.9% 3,849 $1.5M
Park Avenue Securities LLC 0.02% Reduce -32.7% 3,832 $1.5M
Mufg Securities Americas Inc. 0.18% Add +19.9% 3,829 $1.5M
Virtus Investment Advisers, LLC 0.42% New 3,826 $1.5M
Dakota Wealth Management 0.04% Add +42.9% 3,805 $1.5M
Belpointe Asset Management LLC 0.08% Add +291.2% 3,779 $1.5M
Americana Partners, LLC 0.06% Add +86.0% 3,775 $1.5M
Pekin Hardy Strauss, Inc. 0.18% Reduce -3.9% 3,711 $1.5M
BBR Partners, LLC 0.10% No change 3,669 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -1.4% 3,658 $1.5M
NorthRock Partners, LLC 0.05% Add +0.1% 3,648 $1.5M
NBT Bank, N.A. 0.10% Reduce -2.4% 3,644 $1.5M
Venturi Wealth Management, LLC 0.08% Reduce -3.2% 3,619 $1.4M
Inceptionr LLC 0.43% New 3,598 $1.4M
Syon Capital LLC 0.12% Add +14.1% 3,560 $1.4M
First American Bank 0.10% No change 3,540 $1.4M
Alaska Permanent Fund Corp 0.02% No change 3,959 $1.4M
Private Trust Co. NA 0.14% Add +1.7% 3,503 $1.4M
Canton Hathaway, LLC 0.28% New 3,500 $1.4M
Horizon Investments, LLC 0.04% Add +4.1% 3,500 $1.4M
LGT Group Foundation 0.02% Reduce -0.7% 3,400 $1.4M
ABN AMRO Bank N.V. 0.02% No change 3,402 $1.4M
Frank, Rimerman Advisors LLC 0.11% Add +3.8% 3,384 $1.4M
Arthur M. Cohen & Associates, LLC 0.26% Reduce -8.2% 3,370 $1.3M
Synovus Financial Corp. 0.02% Reduce -75.1% 3,309 $1.3M
Duncker Streett & Co. Inc. 0.26% No change 3,289 $1.3M
Guggenheim Capital LLC 0.01% Reduce -20.2% 3,230 $1.3M
Sendero Wealth Management, LLC 0.18% Reduce -29.1% 3,217 $1.3M
Legacy Wealth Asset Management, LLC 0.35% Reduce -1.1% 3,209 $1.3M
Marble Harbor Investment Counsel, LLC 0.14% No change 3,125 $1.2M
Mather Group, Llc. 0.01% Add +2.8% 3,101 $1.2M
Citrine Capital LLC 0.77% No change 3,100 $1.2M
MOKAN Wealth Management Inc. 0.74% Add +2.0% 3,086 $1.2M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -16.7% 3,077 $1.2M
World Investment Advisors 0.03% Add +23.5% 3,076 $1.2M
Sumitomo Life Insurance Co. 0.04% Reduce -0.1% 3,056 $1.2M
Profund Advisors LLC 0.05% Reduce -5.3% 3,023 $1.2M
Axq Capital, LP 0.48% New 3,008 $1.2M
RBF Capital, LLC 0.08% No change 3,000 $1.2M
Bridgewater Associates 0.01% Reduce -67.3% 2,976 $1.2M
Tectonic Advisors LLC 0.07% Add +97.0% 2,949 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.5% 2,923 $1.2M
Freedom Investment Management, Inc. 0.10% Reduce -8.1% 2,908 $1.2M
Jane Street Group, LLC 0.00% Add +21.6% 2,899 $1.2M
Signaturefd, LLC 0.02% Add +6.1% 2,890 $1.2M
PFW Advisors LLC 0.36% Add +0.2% 2,885 $1.2M
Greenwood Gearhart LLC 0.08% Reduce -34.4% 2,885 $1.2M
Mattern Capital Management, LLC 0.15% Add +5.7% 2,879 $1.1M
Intellectus Partners, LLC 0.28% Add +190.4% 2,852 $1.1M
Fortis Capital Advisors, LLC 0.23% New 2,850 $1.1M
Armor Investment Advisors, LLC 0.47% Reduce -0.5% 2,823 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -8.8% 2,796 $1.1M
Regal Investment Advisors LLC 0.09% Reduce -0.5% 2,796 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +15.3% 2,786 $1.1M
Waterfront Wealth Inc. 0.27% No change 2,745 $1.1M
King Luther Capital Management Corp. 0.01% Reduce -6.8% 2,739 $1.1M
Websterrogers Financial Advisors, LLC 0.37% No change 2,713 $1.1M
Gsa Capital Partners LLP 0.10% Reduce -38.0% 2,710 $1.1M
Qtron Investments LLC 0.16% Add +114.0% 2,688 $1.1M
Diversify Wealth Management, LLC 0.08% Add +189.9% 3,030 $1.1M
Joel Isaacson & Co., LLC 0.05% Add +18.8% 2,638 $1.1M
Curated Wealth Partners LLC 0.14% No change 2,622 $1.0M
Secured Retirement Advisors, LLC 0.67% New 2,622 $1.0M
FourThought Financial Partners, LLC 0.11% Reduce -3.3% 2,601 $1.0M
Twelve Points Wealth Management LLC 0.28% Add +2.6% 2,593 $1.0M
Connecticut Wealth Management, LLC 0.05% Reduce -1.1% 2,582 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.9% 2,568 $1.0M
Panagora Asset Management Inc. 0.01% Reduce -2.6% 2,558 $1.0M
Hartline Investment Corp./ 0.14% Reduce -7.6% 2,542 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -70.8% 2,530 $1.0M
Tiaa Trust, National Association 0.00% Reduce -10.0% 2,519 $1.0M
Harbor Advisors LLC 0.17% No change 2,500 $998K
Graypoint LLC 0.06% Add +66.5% 2,496 $996K
Two Sigma Securities, LLC 0.15% Add +203.5% 2,492 $995K
Circle Wealth Management, LLC 0.02% Reduce -24.0% 2,469 $985K
Compound Planning, Inc. 0.04% Add +35.9% 2,468 $985K
Trust Asset Management LLC 0.08% Add +5.0% 2,467 $985K
Principal Securities, Inc. 0.02% No change 2,738 $983K
Covenant Partners, LLC 0.32% No change 2,454 $979K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.5% 2,418 $965K
LeClair Wealth Partners LLC 0.68% No change 2,380 $950K
Los Angeles Capital Management LLC 0.00% Reduce -68.7% 2,369 $945K
Value Partners Investments Inc. 0.08% Add +58.0% 2,347 $937K
Steward Partners Investment Advisory, LLC 0.01% Add +29.9% 2,347 $937K
Bangor Savings Bank 0.09% Reduce -2.1% 2,333 $931K
D.A. Davidson & Co. 0.01% Add +4.4% 2,327 $929K
Painted Porch Advisors LLC 0.39% No change 2,325 $928K
Redwood Wealth Management Group, LLC 0.47% Reduce -11.5% 2,317 $925K
Beverly Hills Private Wealth, LLC 0.18% Reduce -9.1% 2,295 $916K
Permanens Capital L.P. 0.17% Reduce -12.2% 2,279 $910K
Heritage Family Offices, LLP 0.46% Reduce -23.0% 2,273 $907K
Valeo Financial Advisors, LLC 0.03% Add +4.7% 2,263 $903K
SageView Advisory Group, LLC 0.04% Reduce -2.6% 2,245 $896K
Apollon Wealth Management, LLC 0.02% Add +7.7% 2,236 $892K
R Squared Ltd 0.95% Add +1758.3% 2,230 $890K
V-Square Quantitative Management LLC 0.13% Reduce -5.0% 2,222 $887K
Parallel Advisors, LLC 0.02% Reduce -0.9% 2,203 $879K
Atria Wealth Solutions, Inc. 0.01% Add +41.0% 2,202 $879K
Aviso Financial Inc. 0.04% Reduce -9.6% 2,195 $876K
Ritholtz Wealth Management 0.03% Add +23.8% 2,188 $873K
Scientech Research LLC 0.23% New 2,176 $868K
Prairie Sky Financial Group LLC 0.51% No change 2,172 $867K
Founders Financial Alliance, LLC 0.21% Reduce -0.1% 2,160 $862K
Hills Bank & Trust Co 0.06% Reduce -0.3% 2,147 $857K
Old National Bancorp 0.02% Reduce -13.6% 2,140 $854K
Act Two Investors LLC 0.18% No change 2,121 $846K
Composition Wealth, LLC 0.02% Reduce -9.2% 2,087 $833K
Good Life Advisors, LLC 0.06% Reduce -40.5% 2,083 $831K
iA Global Asset Management Inc. 0.01% New 2,074 $828K
Checchi Capital Advisers, LLC 0.06% Add +0.4% 2,063 $823K
Chicago Capital, LLC 0.02% Add +6.9% 2,058 $821K
Bryn Mawr Trust Advisors, LLC 0.05% New 2,056 $821K
SummitTX Capital, L.P. 0.04% — 2,043 $815K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -0.5% 2,037 $813K
Mgo One Seven LLC 0.03% Reduce -24.9% 2,026 $809K
Commerzbank Aktiengesellschaft 0.02% New 2,008 $802K
Lantz Financial LLC 0.22% Add +31.6% 2,001 $799K
Thompson Investment Management, Inc. 0.12% No change 2,000 $798K
Evernest Financial Advisors, LLC 0.29% Add +16.7% 1,998 $797K
Saturna Capital Corp. 0.01% No change 1,989 $794K
Hancock Whitney Corp. 0.03% Add +9.3% 1,989 $794K
Ballentine Partners, LLC 0.01% Add +4.7% 1,988 $793K
Allworth Financial LP 0.00% Add +2.5% 2,173 $793K
Blue Chip Partners, LLC 0.07% No change 1,986 $793K
Fifth Third Wealth Advisors LLC 0.04% Add +3.5% 1,981 $791K
Cigna Investments Inc. 0.15% Reduce -1.4% 1,976 $788K
Simplicity Wealth,LLC 0.06% Add +203.1% 1,964 $784K
Connable Office Inc. 0.08% Reduce -4.6% 1,935 $772K
Wedmont Private Capital 0.04% Add +9.6% 2,046 $770K
Brooklyn Investment Group 0.17% Add +19.2% 1,921 $766K
Capital Investment Advisors, LLC 0.01% Add +5.0% 1,917 $765K
GAMMA Investing LLC 0.06% Add +41.7% 1,909 $762K
Catalyst Capital Advisors LLC 0.02% Add +425.3% 1,907 $761K
Rede Wealth, LLC 0.27% No change 1,898 $757K
Plante Moran Financial Advisors, LLC 0.07% No change 1,895 $756K
Hilltop Holdings Inc. 0.05% Add +52.3% 1,891 $754K
Diversify Advisory Services, LLC 0.05% Add +168.2% 2,151 $753K
SkyView Investment Advisors, LLC 0.11% Add +4.8% 1,884 $752K
Prime Capital Investment Advisors, LLC 0.01% Add +15.6% 1,859 $742K
Perigon Wealth Management, LLC 0.02% Add +4.3% 1,848 $738K
Barrett & Company, Inc. 0.32% No change 1,843 $736K
UMB Bank, n.a. 0.01% Add +0.6% 1,831 $731K
Pitcairn Co. 0.04% Reduce -5.0% 1,826 $729K
CHICAGO TRUST Co NA 0.13% Reduce -12.4% 1,804 $720K
Whittier Trust Co. of Nevada Inc. 0.02% No change 1,784 $712K
Wealthedge Investment Advisors, LLC 0.32% Reduce -0.6% 1,766 $705K
One Wealth Capital Management, LLC 0.38% New 1,764 $704K
Linscomb Wealth, Inc. 0.04% Add +13.3% 1,761 $703K
Townsend & Associates, Inc 0.07% No change 1,974 $703K
Vestor Capital, LLC 0.06% Reduce -0.3% 1,759 $702K
Thomasville National Bank 0.05% Add +43.4% 1,752 $699K
Evelyn Partners Investment Management LLP 0.02% No change 1,750 $698K
Yarbrough Capital, LLC 0.03% No change 1,746 $697K
Farringdon Capital, Ltd. 0.35% New 1,745 $696K
Fidelis Capital Partners, LLC 0.07% Add +1.3% 2,071 $695K
Lanark Financial, Inc. 0.06% — 1,737 $693K
Altfest L J & Co. Inc. 0.09% Reduce -0.1% 1,724 $688K
CWA Asset Management Group, LLC 0.03% Reduce -10.9% 1,724 $688K
Impact Investors, Inc 0.54% Add +16.4% 1,724 $688K
Hudock, Inc. 0.12% No change 1,721 $687K
AustralianSuper Pty Ltd 0.00% Add +2.8% 1,719 $686K
Lester Murray Antman dba SimplyRich 0.20% No change 1,711 $682K
Sagespring Wealth Partners, LLC 0.02% Add +16.5% 1,705 $680K
Hummer Financial Advisory Services Inc 0.55% Add +11.1% 1,703 $680K
Freestone Capital Holdings, LLC 0.03% Add +22.0% 1,696 $677K
Martin Investment Management, LLC 0.17% No change 1,690 $674K
Northern Capital Management, Inc. 0.44% No change 1,688 $674K
PUREfi Wealth, LLC 0.67% Add +39.0% 1,673 $668K
Kintegral Advisory, LLC 0.07% Reduce -0.2% 1,656 $661K
Insigneo Advisory Services, LLC 0.07% Add +47.1% 1,653 $660K
Raiffeisen Bank International AG 0.01% Reduce -28.6% 1,671 $659K
Conning Inc. 0.02% Add +2.0% 1,648 $658K
Sunflower Bank, N.A. 0.18% Add +0.1% 1,645 $657K
Arkadios Wealth Advisors 0.02% New 1,636 $653K
Lountzis Asset Management, LLC 0.25% No change 1,900 $653K
Avidian Wealth Enterprises, LLC 0.03% Add +3.4% 1,631 $651K
Gryphon Financial Partners LLC 0.10% Reduce -22.5% 1,631 $651K
Waverly Advisors, LLC 0.01% Add +8.1% 1,622 $647K
Silver Lake Advisory, LLC 0.28% Reduce -55.2% 1,622 $647K
Wellspring Financial Advisors, LLC 0.07% Add +23.6% 1,609 $642K
KFG Wealth Management, LLC 0.12% Add +0.3% 1,594 $636K
Texas Capital Bank Wealth Management Services Inc 0.06% New 1,592 $635K
Smartleaf Asset Management LLC 0.06% Add +12.0% 1,605 $633K
Three Seasons Wealth, LLC 0.31% New 1,583 $632K
Fulton Bank, N.A. 0.03% Add +0.6% 1,581 $631K
Gilman Hill Asset Management, LLC 0.11% No change 1,578 $630K
Pinnacle Financial Partners Inc 0.01% Add +5.7% 1,567 $625K
Crane Advisory, LLC 0.11% No change 1,657 $624K
Birch Financial Group, LLC 0.55% Reduce -3.0% 1,541 $615K
Stratos Wealth Advisors, LLC 0.03% Reduce -1.9% 1,530 $611K
SVB Wealth LLC 0.02% Reduce -4.4% 1,509 $602K
MBL Wealth, LLC 0.06% Add +2.1% 1,503 $600K
Sage Mountain Advisors LLC 0.04% Reduce -6.3% 1,501 $599K
Game Creek Capital, LP 0.37% No change 1,500 $599K
Conservest Capital Advisors, Inc. 0.06% Add +4.4% 1,499 $598K
OmniStar Financial Group, Inc. 0.47% New 1,495 $597K
Arete Wealth Advisors, LLC 0.05% Add +0.7% 1,491 $595K
West Family Investments, Inc. 0.22% No change 1,466 $585K
IFG Advisors, LLC 0.11% No change 1,466 $585K
111 Capital 0.11% New 1,458 $582K
Neville Rodie & Shaw Inc. 0.05% Add +0.5% 1,457 $581K
Pallas Capital Advisors LLC 0.02% New 1,454 $580K
Fort Point Capital Partners LLC 0.06% Reduce -1.6% 1,447 $577K
Murphy & Mullick Capital Management Corp 0.55% No change 1,432 $571K
Elyxium Wealth, LLC 0.25% New 1,430 $571K
Aptus Capital Advisors, LLC 0.01% Add +8.0% 1,428 $570K
Relyea Zuckerberg Hanson LLC 0.08% Add +1.9% 1,427 $570K
Simon Quick Advisors, LLC 0.03% Add +38.9% 1,425 $569K
Mendel Money Management 0.27% Add +27.1% 1,409 $562K
Grassi Investment Management 0.05% No change 1,400 $559K
Independent Advisor Alliance 0.02% Add +1.6% 1,400 $559K
Entropy Technologies, LP 0.05% New 1,396 $557K
Ridgewood Investments LLC 0.26% Reduce -31.6% 1,395 $557K
Wedbush Securities Inc. 0.02% Add +28.3% 1,392 $556K
Goelzer Investment Management, Inc. 0.03% No change 1,386 $553K
Sig Brokerage, LP 0.16% New 1,385 $553K
First Business Financial Services, Inc. 0.05% Reduce -15.2% 1,384 $552K
Callan Family Office, LLC 0.04% Reduce -2.8% 1,371 $547K
Roehl & Yi Investment Advisors, LLC 0.30% Add +37.8% 1,368 $546K
Prairie Wealth Advisors, Inc. 0.27% No change 1,366 $545K
Waldron Private Wealth LLC 0.03% Reduce -60.7% 1,364 $544K
Amplius Wealth Advisors, LLC 0.06% Add +3.6% 1,354 $540K
SeaCrest Wealth Management, LLC 0.06% Reduce -3.0% 1,352 $540K
NORTHSTAR ASSET MANAGEMENT Co 0.13% No change 1,350 $539K
Hamilton Capital Partners Inc. 0.03% Reduce -16.4% 1,338 $534K
Newton One Investments LLC 0.19% No change 1,335 $533K
North Star Investment Management Corp. 0.04% Reduce -2.2% 1,335 $533K
Clarius Group, LLC 0.03% Reduce -0.9% 1,325 $529K
Mayflower Financial Advisors, LLC 0.08% Reduce -0.4% 1,299 $518K
Fortis Capital Management LLC 0.10% Reduce -90.5% 1,291 $515K
Visionary Wealth Advisors 0.03% Add +1.2% 1,281 $511K
Edgestream Partners, L.P. 0.02% Reduce -86.8% 1,273 $508K
Cardiff Park Advisors, LLC 0.05% No change 1,266 $505K
Farther Finance Advisors, LLC 0.01% Add +26.0% 1,265 $505K
RDA Financial Network 0.15% Add +0.8% 1,261 $503K
Perpetual Ltd 0.01% Add +4.4% 1,261 $503K
Aaron Wealth Advisors LLC 0.06% Add +8.7% 1,253 $500K
Wrapmanager Inc. 0.13% Add +87.6% 1,240 $495K
CENTRAL TRUST Co 0.01% Add +12.5% 1,240 $495K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.6% 1,239 $494K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.6% 1,238 $494K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -4.1% 1,228 $490K
Deseret Mutual Benefit Administrators 0.24% Add +4.1% 1,227 $490K
Focused Wealth Management, Inc 0.07% No change 1,214 $484K
Shelton Capital Management 0.01% Reduce -1.6% 1,210 $483K
Sargent Investment Group, LLC 0.08% Add +15.0% 1,209 $483K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +45.6% 1,206 $481K
J.W. Cole Advisors, Inc. 0.01% Add +21.5% 1,204 $481K
SYM FINANCIAL Corp 0.06% Add +0.7% 1,202 $480K
Catalyst Financial Partners LLC 0.09% Add +2.6% 1,200 $479K
Sapient Capital LLC 0.01% Reduce -3.4% 1,188 $474K
FineMark National Bank & Trust 0.02% Reduce -2.1% 1,171 $467K
Essex Financial Services, Inc. 0.03% Reduce -0.9% 1,170 $467K
IFC Advisors LLC 0.10% Reduce -9.1% 1,168 $466K
Johnson Financial Group, Inc. 0.02% Add +3051.3% 1,166 $465K
VSM Wealth Advisory, LLC 0.17% New 1,155 $461K
O'Brien Greene & Co. Inc 0.15% No change 1,151 $459K
State of Wyoming 0.06% Reduce -12.9% 1,147 $458K
New World Advisors LLC 0.10% New 1,135 $453K
Bfsg, LLC 0.06% No change 1,133 $452K
Thoroughbred Financial Services, LLC 0.03% No change 1,135 $452K
Sherbrooke Park Advisers LLC 0.21% New 1,129 $451K
Inspirion Wealth Advisors, LLC 0.06% Reduce -8.2% 1,127 $450K
Annandale Capital, LLC 0.08% No change 1,123 $448K
FreeGulliver LLC 0.23% Add +0.5% 1,118 $446K
Weaver Consulting Group 0.13% No change 1,115 $445K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,115 $445K
Csenge Advisory Group 0.03% Reduce -13.0% 1,200 $441K
Nwam LLC 0.04% Add +0.4% 1,104 $441K
Sandy Cove Advisors, LLC 0.18% Add +9.0% 1,094 $437K
Proficio Capital Partners LLC 0.03% Reduce -0.7% 1,080 $431K
Howard Capital Management, LLC 0.01% Reduce -13.4% 1,079 $431K
J.Safra Asset Management Corp 0.03% Add +73.6% 1,073 $428K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +3.1% 1,057 $422K
Delta Investment Management, LLC 0.08% No change 1,053 $420K
Spirepoint Private Client, LLC 0.05% No change 1,052 $420K
Newman Dignan & Sheerar, Inc. 0.11% No change 1,050 $419K
Gitterman Wealth Management, LLC 0.11% Reduce -48.8% 1,042 $416K
Ellevest, Inc. 0.03% Add +14.3% 1,040 $415K
FDx Advisors, Inc. 0.13% Reduce -5.1% 1,032 $412K
MPS Loria Financial Planners, LLC 0.12% No change 1,030 $411K
Abacus Planning Group, Inc. 0.07% Add +1.2% 1,030 $411K
Forte Capital LLC 0.05% Reduce -5.6% 1,028 $410K
Brookstone Capital Management 0.01% Add +11.2% 1,020 $407K
Alta Advisers Ltd 0.17% Add +42.3% 1,010 $403K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +49.8% 1,008 $402K
Optimum Investment Advisors 0.19% No change 1,000 $399K
Wexford Capital LP 0.10% No change 1,000 $399K
First National Bank & Trust Co. of Newtown 0.08% New 1,000 $399K
Quarry LP 0.10% New 999 $399K
Forum Financial Management, LP 0.01% Add +4.2% 990 $395K
Wealthstream Advisors, Inc. 0.07% Reduce -1.9% 989 $395K
ICONIQ Capital, LLC 0.01% Add +25.7% 988 $394K
Lansing Street Advisors 0.13% Add +33.9% 983 $392K
Creekside Partners 0.21% No change 982 $392K
Evergreen Capital Management LLC 0.01% Add +5.5% 979 $391K
Smith Chas P & Associates Pa Cpas 0.02% Add +1.4% 979 $391K
City National Bank of Florida 0.35% Add +40.6% 969 $387K
Smith, Moore & Co. 0.04% No change 968 $386K
JFS Wealth Advisors, LLC 0.03% Reduce -5.7% 967 $386K
Legacy Financial Advisors, Inc. 0.06% Add +4.9% 966 $386K
PDS Planning, Inc 0.03% Add +13.3% 965 $385K
Federated Hermes, Inc. 0.00% Reduce -94.9% 959 $383K
West Paces Advisors Inc. 0.09% Reduce -49.1% 959 $383K
Empower Advisory Group, LLC 0.00% Reduce -2.1% 952 $380K
Keel Point, LLC 0.03% Add +21.4% 946 $378K
Cooper Financial Group 0.05% Add +5.2% 945 $377K
Choate Investment Advisors 0.01% Add +3.3% 945 $377K
Fiduciary Trust Co 0.00% Add +0.2% 943 $376K
waypoint wealth counsel 0.23% Add +0.3% 937 $374K
Retirement Planning Group, LLC 0.02% Add +4.7% 934 $373K
Dark Forest Capital Management LP 0.02% New 934 $373K
Cornerstone Wealth Group, LLC 0.03% Add +5.0% 932 $372K
Argent Trust Co 0.02% No change 925 $369K
Chicago Partners Investment Group LLC 0.01% Add +12.4% 1,026 $369K
EverSource Wealth Advisors, LLC 0.02% Add +34.9% 920 $367K
Sabal Trust CO 0.02% No change 920 $367K
Pioneer Trust Bank N A 0.10% No change 919 $367K
Cobblestone Capital Advisors LLC 0.02% Reduce -3.8% 915 $365K
Todd Asset Management LLC 0.01% Reduce -0.8% 914 $365K
Trust Co. of Oklahoma 0.13% Reduce -12.1% 912 $364K
Castleview Partners, LLC 0.25% New 909 $363K
Intrust Bank NA 0.04% Add +16.5% 909 $363K
Ascentis Wealth Management, LLC 0.12% New 908 $362K
Old Mission Investment Co LLC 0.11% No change 905 $361K
Tanager Wealth Management LLP 0.05% Add +3.0% 905 $361K
Integrated Advisors Network LLC 0.02% Add +33.3% 904 $361K
Equitable Holdings, Inc. 0.00% Reduce -6.4% 903 $360K
BlackDiamond Wealth Management, LLC 0.24% Reduce -1.7% 1,017 $360K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 901 $360K
Board of the Pension Protection Fund 0.41% New 900 $359K
RiverGlades Family Offices LLC 0.26% No change 900 $359K
Westbourne Investment Advisors, Inc. 0.13% No change 900 $359K
Baldwin Investment Management, LLC 0.04% No change 900 $359K
Everhart Financial Group, Inc. 0.05% Add +21.2% 898 $358K
Blue Trust, Inc. 0.00% Add +13.3% 895 $357K
Trivium Point Advisory, LLC 0.04% Reduce -6.0% 892 $356K
L2 Asset Management, LLC 0.07% Add +10.0% 891 $356K
Van Hulzen Asset Management, LLC 0.03% Reduce -0.1% 880 $351K
Greenspring Advisors, LLC 0.08% No change 870 $347K
Pinnacle Associates Ltd. 0.01% Add +1.8% 868 $346K
CI Investments Inc. 0.00% Add +29.9% 861 $344K
Flower City Capital 0.23% No change 860 $343K
Kohmann Bosshard Financial Services, LLC 0.04% No change 859 $343K
Guyasuta Investment Advisors Inc. 0.02% No change 850 $339K
Great Lakes Advisors, LLC 0.00% Add +15.2% 841 $336K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.3% 838 $335K
Nilsine Partners, LLC 0.04% Reduce -1.3% 839 $335K
Exchange Bank 0.27% Reduce -0.5% 829 $331K
Moors & Cabot, Inc. 0.02% Reduce -27.3% 822 $328K
Avestar Capital, LLC 0.03% Reduce -16.1% 821 $328K
Welch & Forbes LLC 0.00% No change 815 $325K
Seeds Investor LLC 0.09% Add +28.4% 813 $325K
Chilton Investment Co. Inc. 0.01% New 812 $324K
Heritage Wealth Advisors 0.02% Reduce -1.3% 811 $324K
GC Wealth Management RIA, LLC 0.06% Reduce -9.2% 810 $323K
MBB Public Markets I LLC 0.04% New 810 $323K
Blue Barn Wealth, LLC 0.17% New 809 $323K
Centiva Capital, LP 0.02% New 809 $323K
Connors Investor Services Inc. 0.03% No change 800 $319K
RVW Wealth, LLC 0.03% New 800 $319K
MassMutual Private Wealth & Trust, FSB 0.01% Add +32.9% 791 $316K
Inspire Advisors, LLC 0.04% Reduce -0.8% 790 $315K
Leith Wheeler Investment Counsel Ltd. 0.02% New 788 $314K
First National Bank of Hutchinson 0.21% Add +2.5% 787 $314K
Signal Advisors Wealth, LLC 0.03% Reduce -0.5% 786 $314K
Wealth Alliance, LLC 0.04% New 781 $312K
Quadcap Wealth Management, LLC 0.04% Add +2.0% 776 $310K
Maripau Wealth Management LLC 0.18% Add +1.2% 775 $309K
Headlands Technologies LLC 0.04% Add +158.5% 773 $308K
Broadway Wealth Solutions, Inc. 0.22% Reduce -7.8% 770 $307K
TRUE Private Wealth Advisors 0.04% Reduce -11.0% 769 $307K
Maven Securities LTD 0.07% Reduce -18.4% 768 $307K
Flaharty Asset Management, LLC 0.04% No change 768 $307K
Bar Harbor Wealth Management 0.02% Reduce -27.2% 767 $306K
FSM Wealth Advisors, LLC 0.07% Add +12.2% 765 $305K
Dynamic Financial Group 0.30% No change 762 $304K
Watts Gwilliam & Co., LLC 0.07% No change 762 $304K
Global Wealth Management Investment Advisory, Inc. 0.06% No change 757 $302K
Advisory Services Network, LLC 0.01% New 756 $302K
Garrison Point Advisors, LLC 0.15% No change 753 $301K
Camden National Bank 0.04% Add +4.6% 747 $298K
One Wealth Advisors, LLC 0.04% Add +1.2% 746 $298K
Penobscot Investment Management Company, Inc. 0.03% No change 745 $297K
New Capital Management LP 0.08% No change 741 $296K
Leslie Global Wealth, LLC 0.14% Add +0.5% 741 $296K
Goodman Advisory Group, LLC 0.09% New 736 $294K
True North Advisors, LLC 0.05% No change 731 $292K
Venture Visionary Partners LLC 0.01% Add +0.1% 728 $291K
Net Worth Advisory Group 0.09% Reduce -4.2% 727 $290K
Alpine Bank Wealth Management 0.05% — 725 $289K
Summit Financial, LLC 0.01% Add +10.5% 724 $289K
Apella Capital, LLC 0.01% New 770 $288K
River Wealth Advisors LLC 0.04% Reduce -1.1% 719 $287K
Quantum Portfolio Management LLC 0.14% New 715 $285K
Balentine LLC 0.01% New 713 $285K
Clifford Group, LLC 0.26% No change 710 $283K
Rwa Wealth Partners, LLC 0.00% Add +1.4% 705 $281K
Genesis Private Wealth, LLC 0.15% Reduce -10.9% 698 $279K
Alpha Family Trust 0.16% No change 690 $275K
Granite Group Advisors, LLC 0.19% No change 689 $275K
NovaPoint Capital, LLC 0.08% No change 685 $273K
Fragasso Financial Advisors Inc 0.02% Add +2.7% 682 $272K
Norris Perne & French LLP 0.02% Reduce -22.7% 680 $271K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +32.2% 678 $271K
HCR Wealth Advisors 0.04% No change 677 $270K
Carr Financial Group Corp 0.09% No change 676 $270K
Mill Creek Capital Advisors, LLC 0.01% Add +14.8% 675 $269K
Asset Dedication, LLC 0.02% Add +0.3% 673 $269K
Baker Avenue Asset Management, LP 0.01% Add +9.1% 663 $264K
Hopwood Financial Services, Inc. 0.20% No change 660 $263K
Legacies Wealth LLC 0.19% No change 659 $263K
Kingsview Wealth Management, LLC 0.01% Add +2.2% 659 $263K
Keudell/Morrison Wealth Management 0.06% New 658 $263K
Essex LLC 0.06% No change 658 $263K
Arax Advisory Partners 0.02% Add +24.2% 657 $262K
Aspen Grove Capital, LLC 0.05% No change 655 $261K
REAP Financial Group, LLC 0.06% Add +0.3% 655 $261K
Bison Wealth, LLC 0.02% Add +0.3% 655 $261K
Center for Financial Planning, Inc. 0.03% No change 653 $261K
Sowell Financial Services LLC 0.01% New 652 $260K
Uhlmann Price Securities, LLC 0.19% No change 651 $260K
Concurrent Investment Advisors, LLC 0.01% New 650 $259K
Goldstream Capital Management Ltd 0.17% No change 649 $259K
Matrix Asset Advisors Inc. 0.03% Reduce -6.2% 648 $259K
Chancellor Financial Group WB LP 0.21% No change 642 $256K
McLean Asset Management Corp 0.08% Add +1.9% 709 $255K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -0.3% 636 $254K
Legacy Advisors, LLC 0.03% Add +8.0% 634 $253K
Trust Point Inc. 0.02% Reduce -33.6% 629 $251K
Waddell & Associates, LLC 0.03% No change 629 $251K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.3% 629 $251K
Journey Strategic Wealth LLC 0.01% New 625 $249K
Dover Advisors, LLC 0.11% Reduce -7.4% 625 $249K
Kidder Stephen W 0.08% No change 625 $249K
Longboard Asset Management, LP 0.73% No change 624 $249K
Hemenway Trust Co LLC 0.02% No change 624 $249K
Fullcircle Wealth LLC 0.10% New 725 $249K
Main Street Research LLC 0.02% Reduce -13.6% 622 $248K
Community Bank & Trust, Waco, Texas 0.06% Add +0.5% 621 $248K
Procyon Advisors, LLC 0.01% Add +1.5% 614 $245K
Capital Analysts, LLC 0.01% Add +28.2% 614 $245K
Northeast Financial Consultants Inc 0.01% No change 610 $243K
KCM Investment Advisors LLC 0.01% No change 609 $243K
McDonald Partners LLC 0.06% No change 608 $243K
Westpac Banking Corp. 0.02% Reduce -3.2% 608 $243K
Canopy Partners, LLC 0.09% Add +0.7% 607 $242K
Verus Capital Partners, LLC 0.02% No change 605 $241K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 600 $239K
Port Capital LLC 0.01% Reduce -3.1% 600 $239K
Flagship Harbor Advisors, LLC 0.01% New 598 $239K
Sterling Capital Management LLC 0.00% Add +1.4% 598 $239K
Insight Inv LLC 0.16% No change 597 $238K
LRI Investments, LLC 0.02% Add +26.5% 597 $238K
Sentry Investment Management LLC 0.16% Reduce -67.5% 652 $238K
Sunpointe, LLC 0.13% Reduce -0.2% 596 $238K
TCI Wealth Advisors, Inc. 0.02% Add +2.1% 592 $236K
Acorn Creek Capital LLC 0.12% Add +1.0% 591 $236K
Financial Advocates Investment Management 0.02% Add +2.4% 590 $235K
Cromwell Holdings LLC 0.15% No change 588 $235K
Marcum Wealth, LLC 0.02% Add +3.5% 587 $234K
MQS Management LLC 0.13% New 586 $234K
Quotient Wealth Partners, LLC 0.01% New 582 $232K
AE Wealth Management LLC 0.00% Reduce -26.2% 581 $232K
Occudo Quantitative Strategies LP 0.03% New 587 $232K
D'Orazio & Associates, Inc. 0.04% Add +0.9% 578 $231K
Bantamac Capital, LLC 0.11% No change 578 $231K
Grove Street Fiduciary, LLC 0.12% No change 576 $230K
Colonial Trust Advisors 0.02% No change 575 $229K
CYBER HORNET ETFs LLC 0.23% No change 574 $229K
Prospera Financial Services Inc 0.01% New 573 $229K
Vest Financial, LLC 0.00% New 570 $227K
Stonebrook Private Inc. 0.06% New 567 $226K
IHT Wealth Management, LLC 0.01% Reduce -1.0% 575 $226K
Carolina Wealth Advisors, LLC 0.12% No change 557 $222K
GeoWealth Management, LLC 0.01% Reduce -42.4% 556 $222K
Tyche Wealth Partners LLC 0.05% New 555 $222K
GK Wealth Management LLC 0.28% New 555 $221K
PGIM Custom Harvest LLC 0.01% New 553 $221K
Aprio Wealth Management, LLC 0.03% New 551 $220K
Fort Sheridan Advisors LLC 0.03% New 550 $220K
High Note Wealth, LLC 0.05% Add +1.7% 549 $219K
E Fund Management Co., Ltd. 0.01% New 546 $218K
Focus Financial Network, Inc. 0.01% New 546 $218K
Cornerstone Advisory, LLC 0.03% Reduce -5.6% 603 $216K
Mutual Advisors, LLC 0.01% New 641 $215K
Kingswood Wealth Advisors, LLC 0.02% New 539 $215K
Baker Tilly Wealth Management, LLC 0.08% New 537 $214K
Jacobi Capital Management LLC 0.02% New 536 $214K
Alteri Wealth LLC 0.09% Reduce -18.0% 536 $214K
SFE Investment Counsel 0.04% New 530 $212K
Cache Advisors, LLC 0.08% New 529 $211K
Highview Capital Management LLC 0.09% New 524 $209K
Chemistry Wealth Management LLC 0.05% New 524 $209K
ERn Financial, LLC 0.03% New 523 $209K
Peak Financial Management, Inc. 0.06% New 521 $208K
Annex Advisory Services, LLC 0.01% New 517 $206K
Balboa Wealth Partners 0.05% New 517 $206K
Cable Hill Partners, LLC 0.02% No change 579 $205K
First Horizon Advisors, Inc. 0.01% Add +2.2% 514 $205K
Advisors Asset Management, Inc. 0.00% Reduce -53.7% 512 $204K
Cultivar Capital, Inc. 0.16% New 509 $203K
Moody National Bank Trust Division 0.02% New 509 $203K
Abacus Wealth Partners, LLC 0.03% New 508 $203K
Patton Albertson Miller Group, LLC 0.03% New 507 $202K
Nadler Financial Group, Inc. 0.02% New 506 $202K
Austin Private Wealth, LLC 0.02% New 505 $202K
Geneos Wealth Management Inc. 0.01% Add +17.2% 504 $201K
Virtu Financial LLC 0.01% New 505 $201K
Flputnam Investment Management Co. 0.00% New 502 $200K
Rockland Trust Co. 0.01% New 502 $200K
Smithfield Trust Co 0.01% No change 498 $200K
Addison Advisors LLC 0.05% No change 500 $200K
Financial Freedom, LLC 0.11% No change 492 $196K
Versant Capital Management, Inc 0.03% Add +75.6% 483 $193K
Opal Wealth Advisors, LLC 0.06% New 477 $190K
Manchester Capital Management LLC 0.02% Add +4.8% 439 $175K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +1.9% 439 $175K
Salem Investment Counselors Inc. 0.01% Add +4.6% 435 $174K
CVA Family Office, LLC 0.03% Add +4.2% 420 $168K
Spire Wealth Management 0.01% Reduce -1.9% 417 $166K
SouthState Bank Corp 0.01% Add +4477.8% 412 $164K
American National Bank & Trust 0.02% Reduce -20.4% 409 $163K
Oakworth Capital, Inc. 0.01% No change 402 $160K
Matrix Trust Co 0.02% Add +38.4% 368 $147K
Eastern Bank 0.00% Reduce -40.2% 351 $140K
S&T Bank 0.04% No change 336 $134K
Optiver Holding B.V. 0.01% Add +62.3% 331 $132K
Hexagon Capital Partners LLC 0.02% Reduce -10.3% 315 $126K
Rossby Financial, LCC 0.05% New 372 $125K
Kiker Wealth Management, LLC 0.08% New 300 $120K
WASHINGTON TRUST Co 0.00% No change 300 $120K
IFP Advisors, Inc 0.00% Reduce -2.0% 297 $118K
Horizon Bancorp Inc. 0.07% No change 290 $116K
Harbor Investment Advisory, LLC 0.01% No change 281 $112K
Exchange Traded Concepts, LLC 0.00% Add +121.6% 277 $111K
Golden State Wealth Management, LLC 0.02% No change 268 $107K
Hemington Wealth Management 0.02% Add +7.6% 270 $107K
Ameriflex Group, Inc. 0.04% No change 250 $100K
Trust Co. of Vermont 0.00% Reduce -10.4% 242 $97K
Global Financial Private Client, LLC 0.04% Add +2.7% 230 $92K
IMA Advisory Services, Inc. 0.01% New 222 $89K
Cary Street Partners Investment Advisory LLC 0.05% Add +61.6% 215 $86K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 205 $82K
Lavaca Capital LLC 0.04% No change 200 $80K
Arlington Trust Co LLC 0.02% No change 200 $80K
Rosenberg Matthew Hamilton 0.02% No change 199 $79K
Cloud Capital Management, LLC 0.06% — 198 $79K
Hollencrest Capital Management 0.00% No change 185 $74K
Bruce G. Allen Investments, LLC 0.06% Add +2.9% 180 $72K
Orion Capital Management LLC 0.03% No change 176 $70K
Harbour Investments, Inc. 0.00% Add +3.6% 171 $68K
Transamerica Financial Advisors, LLC 0.01% Reduce -55.6% 168 $67K
AdvisorNet Financial, Inc 0.01% Add +0.6% 167 $67K
Silicon Valley Capital Partners 0.01% No change 162 $64K
Nemes Rush Group LLC 0.01% Add +0.7% 155 $62K
First United Bank & Trust 0.02% No change 150 $60K
Dagco, Inc. 0.02% New 150 $60K
Farmers & Merchants Investments Inc. 0.00% No change 144 $57K
Grayhawk Investment Strategies Inc. 0.13% No change 142 $57K
Financial Network Wealth Advisors LLC 0.07% New 139 $55K
Boyd Watterson Asset Management LLC 0.02% No change 138 $55K
Coston, McIsaac & Partners 0.02% No change 140 $55K
Rise Advisors, LLC 0.02% Add +16.1% 130 $52K
Twin Tree Management, LP 0.00% New 129 $51K
Carolinas Wealth Consulting LLC 0.01% No change 120 $48K
Elevation Wealth Partners, LLC 0.02% Add +16.7% 119 $47K
Prestige Wealth Management Group LLC 0.01% Reduce -7.9% 116 $46K
Meeder Asset Management Inc. 0.00% Add +111.3% 112 $45K
Mascoma Wealth Management LLC 0.01% No change 111 $44K
GW&K Investment Management, LLC 0.00% Add +5.7% 111 $44K
Centricity Wealth Management, LLC 0.04% No change 108 $43K
Bell Investment Advisors, Inc 0.01% Add +2.9% 107 $43K
Frazier Financial Advisors, LLC 0.03% No change 106 $42K
Covestor Ltd 0.03% Add +2.9% 105 $42K
Garde Capital, Inc. 0.00% New 105 $42K
Accent Capital Management, LLC 0.02% New 101 $40K
Medallion Wealth Advisors, LLC 0.02% No change 100 $40K
Tsfg, LLC 0.01% New 92 $37K
Millstone Evans Group, LLC 0.02% No change 90 $36K
Sandy Spring Bank 0.00% No change 87 $35K
HHM Wealth Advisors, LLC 0.00% Add +54.7% 82 $33K
Anchor Investment Management, LLC 0.00% No change 80 $32K
Capital Advisors, Ltd. LLC 0.00% Reduce -7.2% 77 $31K
Saudi Central Bank 0.16% New 77 $31K
SOA Wealth Advisors, LLC. 0.01% No change 70 $28K
Financial Gravity Asset Management, Inc. 0.01% — 69 $28K
Union Savings Bank 0.01% No change 69 $28K
Hughes Financial Services, LLC 0.00% New 60 $24K
Washington Trust Advisors, Inc. 0.00% No change 59 $24K
Pinnacle Bancorp, Inc. 0.01% No change 58 $23K
NewSquare Capital LLC 0.00% Add +1060.0% 58 $23K
CKW Financial Group 0.00% New 57 $23K
St Germain D J Co. Inc. 0.00% No change 57 $23K
Sit Investment Associates Inc. 0.00% No change 54 $22K
Colonial Trust Co / SC 0.00% Add +63.6% 54 $22K
Ogorek Anthony Joseph /NY/ 0.01% New 53 $21K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 52 $21K
Wayfinding Financial, LLC 0.01% New 51 $20K
Aspect Partners, LLC 0.01% Add +6.7% 48 $19K
Atala Financial Inc 0.01% No change 47 $19K
Tortoise Investment Management, LLC 0.00% No change 46 $18K
Bank of New Hampshire 0.00% No change 45 $18K
Activest Wealth Management 0.00% Add +2100.0% 44 $18K
Valley National Advisers Inc. 0.00% Add +7.1% 45 $17K
McIlrath & Eck, LLC 0.00% No change 42 $17K
Raffa Wealth Management, LLC 0.00% No change 41 $16K
Richardson Financial Services Inc. 0.01% Reduce -51.8% 41 $16K
United Community Bank 0.01% New 40 $16K
CoreCap Advisors, LLC 0.00% Add +62.5% 39 $16K
Whipplewood Advisors, LLC 0.01% Add +58.5% 65 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $15K
Clearstead Trust, LLC 0.00% New 35 $14K
Cornerstone Planning Group LLC 0.00% Add +227.3% 36 $13K
Cherry Tree Wealth Management, LLC 0.00% No change 33 $13K
Fortitude Family Office, LLC 0.00% No change 32 $13K
Coastline Trust Co 0.00% No change 30 $12K
Quent Capital, LLC 0.00% Reduce -19.4% 29 $12K
Financial Management Professionals, Inc. 0.00% Reduce -34.9% 28 $11K
Abound Wealth Management 0.00% Reduce -33.3% 26 $10K
Armstrong Advisory Group, Inc. 0.00% No change 28 $10K
Park Square Financial Group, LLC 0.01% Reduce -59.6% 23 $9K
Glen Eagle Advisors, LLC 0.00% No change 23 $9K
Sunbelt Securities, Inc. 0.00% Reduce -4.2% 23 $9K
Physician Wealth Advisors, Inc. 0.00% No change 22 $9K
Beacon Capital Management, LLC 0.00% No change 21 $8K
Sierra Ocean, LLC 0.01% No change 21 $8K
Kings Path Partners LLC 0.00% No change 21 $8K
DT Investment Partners, LLC 0.00% No change 20 $8K
Bogart Wealth, LLC 0.00% New 19 $8K
SBI Securities Co., Ltd. 0.00% Reduce -14.3% 18 $7K
City Holding Co. 0.00% New 18 $7K
Valued Wealth Advisors LLC 0.00% No change 17 $7K
Sachetta, LLC 0.00% No change 17 $7K
Dunhill Financial, LLC 0.00% Reduce -40.7% 16 $7K
Albion Financial Group 0.00% Reduce -66.0% 16 $6K
SRH Advisors, LLC 0.00% No change 16 $6K
Greenline Partners, LLC 0.00% New 16 $6K
Creative Financial Designs Inc. 0.00% Reduce -48.4% 16 $6K
Battery Global Advisors, LLC 0.00% No change 15 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -11.8% 15 $6K
PFS Partners, LLC 0.00% No change 15 $6K
POM Investment Strategies, LLC 0.01% No change 15 $6K
Fairman Group, LLC 0.01% No change 16 $6K
First Pacific Financial 0.00% Add +27.3% 14 $6K
WPG Advisers, LLC 0.01% Reduce -17.6% 14 $6K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 13 $5K
Crews Bank & Trust 0.00% No change 13 $5K
Avion Wealth 0.00% No change 16 $5K
Mendota Financial Group, LLC 0.01% No change 12 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $5K
Clark Wealth Partners 0.00% No change 12 $5K
Evelyn Partners Asset Management Ltd 0.00% No change 11 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $4K
NFSG Corp 0.00% No change 10 $4K
Highline Wealth Partners LLC 0.00% Reduce -23.1% 10 $4K
Blume Capital Management, Inc. 0.00% New 10 $4K
WealthTrak Capital Management LLC 0.00% Add +80.0% 9 $4K
Wealth Preservation Advisors, LLC 0.00% — 9 $4K
New Millennium Group LLC 0.00% No change 9 $4K
TFC Financial Management, Inc. 0.00% No change 8 $3K
Bayforest Capital Ltd 0.00% Reduce -93.8% 8 $3K
SJS Investment Consulting Inc. 0.00% Add +14.3% 8 $3K
Country Trust Bank 0.00% No change 8 $3K
True Wealth Design, LLC 0.00% Add +300.0% 8 $3K
HighMark Wealth Management LLC 0.00% Reduce -22.2% 7 $3K
MPWM Advisory Solutions, LLC 0.00% No change 7 $3K
Core Alternative Capital 0.00% No change 7 $3K
Westside Investment Management, Inc. 0.00% No change 7 $3K
Principia Wealth Advisory, LLC 0.00% Add +40.0% 7 $3K
TD Capital Management LLC 0.00% No change 6 $2K
Bare Financial Services, Inc 0.00% New 6 $2K
Nvwm, LLC 0.00% Add +20.0% 6 $2K
WestEnd Advisors, LLC 0.00% Add +200.0% 6 $2K
ORG Partners LLC 0.00% Reduce -97.3% 6 $2K
Redwood Park Advisors LLC 0.00% No change 5 $2K
DecisionPoint Financial, LLC 0.00% No change 5 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 5 $2K
First Command Advisory Services, Inc. 0.00% New 5 $2K
Pacifica Partners Inc. 0.00% New 5 $2K
Wolff Wiese Magana LLC 0.00% No change 4 $2K
Binnacle Investments Inc 0.00% — 4 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 4 $2K
Rakuten Securities, Inc. 0.00% Add +300.0% 4 $2K
Dogwood Wealth Management LLC 0.00% New 4 $2K
Raleigh Capital Management Inc. 0.00% Reduce -95.0% 4 $2K
Bay Harbor Wealth Management, LLC 0.00% New 4 $2K
JDM Financial Group LLC 0.00% No change 3 $1K
Clean Yield Group 0.00% No change 3 $1K
Contravisory Investment Management, Inc. 0.00% No change 3 $1K
Perkins Coie Trust Co 0.00% New 3 $1K
Provenance Wealth Advisors, LLC 0.00% No change 3 $1K
PayPay Securities Corp 0.06% Reduce -75.0% 2 $1K
Semmax Financial Advisors Inc. 0.00% New 3 $1K
American Capital Advisory, LLC 0.00% New 2 $799
Riggs Asset Managment Co. Inc. 0.00% No change 2 $799
Chesapeake Asset Management LLC 0.00% No change 2 $798
Capital A Wealth Management, LLC 0.00% No change 2 $798
Parkworth Wealth Management, Inc. 0.00% No change 2 $798
Continuum Advisory, LLC 0.00% Reduce -50.0% 2 $798
Stonebridge Financial Group, LLC 0.00% New 2 $798
PEAK6 LLC 0.00% New 2 $722
Quest 10 Wealth Builders, Inc. 0.00% Reduce -92.3% 1 $455
HFM Investment Advisors, LLC 0.00% — 1 $400
Tradewinds Capital Management, LLC 0.00% No change 1 $400
Rialto Wealth Management, LLC 0.00% New 1 $400
ROSS\JOHNSON & Associates LLC 0.01% New 1 $399
Hara Capital LLC 0.00% No change 1 $399
Brown, Lisle/Cummings, Inc. 0.00% New 1 $399
Bartlett & Co. Wealth Management LLC 0.00% New 1 $399
Y.D. More Investments Ltd 0.00% Add +13.8% 305 $327

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