Apollo Global ManagementAPO

13F holders, Q2 2024 (June 30)
936holders +49
108new positions
62sold out
15famous investors
$118.00avg. 13F price*

At the end of Q2 2024, 936 institutions reported holding Apollo Global Management Inc. (APO) in their 13F filings, up 49 from Q1 2024. 108 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($4.9B), Capital World Investors ($3.7B) and BlackRock Inc. ($2.8B). 15 famous investors held it, including Glenn Greenberg (9.9% of Brave Warrior Advisors's portfolio), Leon Cooperman (7.6% of Omega Advisors (Leon Cooperman)'s portfolio) and Chase Coleman (6.7% of Tiger Global Management's portfolio).

Company
Apollo Global Management Inc.
Sector
Finance
CUSIP
03769M106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions108$495.8M
Exits62$221.2M

All 13F filers, Q1 2024 → Q2 2024: 24,693,125 shares bought and 18,333,334 shares sold, net +6,359,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 936 holders

Vanguard Group Inc. 0.09% Add +1.4% 41,249,172 $4.9B
Capital World Investors 0.61% Reduce -0.7% 31,484,135 $3.7B
BlackRock Inc. 0.06% Reduce -12.7% 23,782,284 $2.8B
FMR LLC 0.14% Add +20.2% 18,046,223 $2.1B
Tiger Global Management 6.71% No change 12,285,193 $1.5B
Capital International Investors 0.26% Add +0.8% 10,890,316 $1.3B
State Street Corp. 0.05% Add +1.2% 10,482,679 $1.2B
National Philanthropic Trust 19.58% Add +15.7% 8,694,915 $1.0B
Norges Bank 0.13% Add +9.4% 7,452,700 $879.9M
Capital Research Global Investors 0.19% Add +55.5% 7,368,290 $870.0M
Franklin Resources Inc. 0.26% Add +10.8% 7,050,313 $832.4M
Morgan Stanley 0.06% Reduce -1.2% 6,668,392 $787.3M
Clearbridge Investments, LLC 0.63% Reduce -6.7% 6,529,589 $770.9M
T. Rowe Price Associates Inc. 0.09% Reduce -3.0% 6,212,502 $733.5M
Millennium Management 0.59% Add +52.1% 5,810,607 $686.1M
Geode Capital Management, LLC 0.06% Reduce -30.8% 5,462,998 $644.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +35.0% 4,302,772 $508.0M
Brave Warrior Advisors 9.89% Reduce -0.7% 3,779,701 $446.3M
Mariner, LLC 0.85% Add +0.4% 3,729,707 $440.1M
Legal & General Group Plc 0.12% Reduce -0.1% 3,677,739 $434.2M
D. E. Shaw & Co. 0.57% Reduce -5.4% 3,161,073 $373.2M
Neuberger Berman Group LLC 0.30% Add +5.4% 3,109,362 $367.1M
Beck Mack & Oliver LLC 7.54% Reduce -2.3% 3,081,857 $363.9M
Northern Trust Corp. 0.06% Add +6.1% 2,814,497 $332.3M
TD Asset Management Inc 0.30% Add +3.8% 2,697,739 $318.5M
Goldman Sachs Group Inc. 0.06% Add +6.2% 2,673,830 $315.7M
Select Equity Group, L.P. 1.22% Reduce -3.5% 2,606,481 $307.7M
Curated Wealth Partners LLC 38.92% — 2,362,535 $278.9M
Bank of America Corp. 0.03% Add +24.7% 2,278,431 $269.0M
JPMorgan Chase & Co. 0.02% Reduce -11.4% 1,994,272 $235.5M
Bank of New York Mellon Corp 0.04% Reduce -1.6% 1,948,821 $230.1M
Voya Investment Management LLC 0.25% Reduce -23.8% 1,905,300 $224.9M
William Blair Investment Management, LLC 0.58% Reduce -1.1% 1,883,601 $222.4M
CapitalatWork S.A. 7.25% Reduce -6.9% 1,822,958 $215.2M
Ensign Peak Advisors, Inc 0.36% Reduce -8.6% 1,669,218 $197.1M
Nuveen Asset Management, LLC 0.05% Add +3.0% 1,529,483 $180.6M
Omega Advisors (Leon Cooperman) 7.60% Reduce -6.2% 1,525,000 $180.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.2% 1,422,541 $168.0M
Menora Mivtachim Holdings LTD. 1.11% Add +16.7% 1,379,682 $162.9M
UBS Group AG 0.05% Add +11.1% 1,371,439 $161.9M
Jane Street Group, LLC 0.17% Add +63.3% 1,344,304 $158.7M
Janus Henderson Group PLC 0.08% Reduce -24.7% 1,334,463 $157.6M
1832 Asset Management L.P. 0.28% Add +3.0% 1,294,530 $152.8M
Qube Research & Technologies Ltd 0.28% Add +4.7% 1,283,023 $151.5M
Barclays PLC 0.07% Reduce -0.2% 1,277,800 $150.9M
Swiss National Bank 0.10% Reduce -1.0% 1,177,614 $139.0M
Federated Hermes, Inc. 0.32% Reduce -6.8% 1,156,294 $136.5M
Dimensional Fund Advisors LP 0.03% Add +9.1% 1,100,820 $130.0M
Frontier Capital Management Co. LLC 1.28% Reduce -4.5% 1,091,635 $128.9M
PointState Capital LP 3.69% No change 1,084,466 $128.0M
Raymond James & Associates 0.08% Add +0.9% 1,024,590 $121.0M
Markel Group 1.18% No change 1,012,500 $119.5M
Wells Fargo & Company 0.03% Add +5.5% 1,007,457 $119.0M
Third Point 1.36% No change 1,000,000 $118.1M
Fort Pitt Capital Group, LLC 3.57% Add +1.6% 996,018 $117.6M
Jennison Associates LLC 0.07% Add +5.2% 973,141 $114.9M
Viking Global Investors 0.44% New 971,224 $114.7M
Marshall Wace, LLP 0.16% Add +74.5% 955,673 $112.8M
California Public Employees Retirement System 0.08% Add +2.5% 950,917 $112.3M
Balyasny Asset Management L.P. 0.29% Add +17.3% 946,937 $111.8M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -4.7% 938,974 $110.9M
Locust Wood Capital Advisers, LLC 4.00% Reduce -5.8% 918,539 $108.5M
Deutsche Bank AG 0.05% Reduce -31.3% 867,158 $102.4M
Invesco Ltd. 0.02% Add +68.4% 851,472 $100.5M
Citadel Advisors 0.10% Reduce -25.1% 834,613 $98.5M
MSA Advisors, LLC 27.42% Add +0.2% 810,102 $95.6M
Newbrook Capital Advisors LP 13.92% Add +0.7% 801,934 $94.7M
Lord, Abbett & Co. LLC 0.31% Reduce -0.1% 791,327 $93.4M
Palestra Capital Management LLC 3.60% Add +16.2% 772,915 $91.3M
Alliancebernstein L.P. 0.03% Reduce -38.2% 767,947 $90.7M
Senator Investment Group LP 4.32% Add +15.4% 750,000 $88.6M
Williams Jones Wealth Management, LLC. 1.06% Add +5.3% 724,865 $85.6M
Regal Partners Ltd 8.73% Reduce -11.1% 714,130 $84.3M
MHR Fund Management LLC 9.77% No change 679,000 $80.2M
New York State Common Retirement Fund 0.10% Add +91.3% 658,936 $77.8M
TCW Group Inc. 0.69% Add +40.8% 652,694 $77.1M
Amundi 0.03% Add +1.4% 643,091 $77.0M
Heard Capital LLC 4.68% Reduce -2.1% 649,585 $76.7M
California State Teachers Retirement System 0.09% Add +1.6% 647,981 $76.5M
Bank of Montreal 0.02% Reduce -6.7% 638,398 $75.7M
Point72 Asset Management 0.25% Add +84.4% 637,790 $75.3M
Westfield Capital Management Co. LP 0.37% Reduce -29.0% 629,577 $74.3M
Partners Group Holding AG 5.45% Add +34.9% 613,049 $72.4M
Guardian Point Capital, LP 33.34% No change 600,000 $70.8M
Rhumbline Advisers 0.07% Reduce -12.3% 592,053 $69.9M
Zurich Insurance Group Ltd 0.60% Add +2.2% 589,091 $69.6M
HRT Financial LP 0.39% New 581,962 $68.7M
Citigroup Inc. 0.06% Reduce -2.9% 563,253 $66.5M
Ameriprise Financial Inc. 0.02% Reduce -20.9% 560,567 $66.2M
Massachusetts Financial Services Co. 0.02% New 533,344 $63.0M
Vaughan David Investments LLC 1.59% Reduce -1.8% 532,395 $62.9M
National Pension Service 0.07% Add +0.7% 513,641 $60.6M
Prana Capital Management, LP 2.77% Add +726.1% 493,477 $58.3M
State Board of Administration of Florida Retirement System 0.11% Add +4.8% 485,783 $57.4M
Keystone Investors Pte Ltd. 4.61% Reduce -12.2% 463,147 $54.7M
HighTower Advisors, LLC 0.08% Add +8.3% 449,859 $53.1M
Royal Bank of Canada 0.01% Reduce -31.9% 426,241 $50.3M
AQR Capital Management 0.08% Reduce -8.0% 424,978 $50.2M
Envestnet Asset Management Inc. 0.02% Add +3.4% 423,836 $50.0M
Cookson Peirce & Co. Inc. 2.37% Add +15.4% 417,495 $49.3M
Russell Investments Group, Ltd. 0.08% Reduce -7.5% 416,776 $49.2M
NFC Investments, LLC 14.09% Reduce -0.0% 416,112 $49.1M
OCO Capital Partners, L.P. 40.39% No change 400,000 $47.2M
Goodnow Investment Group, LLC 5.30% Reduce -14.4% 387,910 $45.8M
Brown Advisory Inc. 0.06% Reduce -1.2% 387,757 $45.8M
Susquehanna International Group, LLP 0.08% Add +46.2% 384,864 $45.4M
Lakewood Capital Management, LP 3.84% No change 377,197 $44.5M
First Trust Advisors LP 0.04% Add +15.6% 373,067 $44.0M
Parallax Volatility Advisers, L.P. 1.28% Add +17.8% 372,574 $44.0M
Vaughan Nelson Investment Management, L.P. 0.40% Reduce -1.2% 367,114 $43.3M
Nippon Life Global Investors Americas, Inc. 1.89% Reduce -5.2% 363,930 $43.0M
Victory Capital Management Inc. 0.04% Reduce -11.8% 359,472 $42.4M
Onex Canada Asset Management Inc. 4.84% Reduce -15.0% 359,407 $42.4M
Walleye Trading LLC 0.83% Add +2.3% 358,411 $42.3M
Todd Asset Management LLC 0.87% Add +14.9% 354,806 $41.9M
Montanova Capital, LLC 1.71% Reduce -4.4% 354,486 $41.9M
Tocqueville Asset Management L.P. 0.66% Add +160.5% 336,760 $39.8M
Bank of Nova Scotia 0.08% Add +1950.7% 334,227 $39.5M
LGT Capital Partners LTD. 1.33% Reduce -1.2% 329,500 $38.9M
Rockefeller Capital Management L.P. 0.10% Add +0.6% 308,408 $36.4M
Brandywine Global Investment Management, LLC 0.27% New 306,580 $36.2M
Twin Tree Management, LP 1.06% Reduce -37.2% 306,320 $36.2M
Stifel Financial Corp. 0.04% Reduce -0.4% 301,258 $35.6M
Flputnam Investment Management Co. 0.67% Add +95.4% 301,249 $35.6M
RDST Capital LLC 9.10% Reduce -4.6% 293,040 $34.6M
Royal London Asset Management Ltd. 0.09% Reduce -0.5% 289,526 $34.2M
Kinetic Partners Management, LP 2.44% Reduce -30.1% 284,000 $33.5M
Group One Trading LLC 1.05% Add +27.1% 282,515 $33.4M
HSBC Holdings PLC 0.02% Add +13.6% 280,068 $33.1M
FIL Ltd 0.03% Add +18.8% 279,161 $33.0M
iA Global Asset Management Inc. 0.58% Add +2.6% 258,690 $30.5M
Principal Financial Group Inc. 0.02% Reduce -10.7% 253,285 $29.9M
Mudita Advisors LLP 15.23% Add +21.7% 251,970 $29.8M
Janney Montgomery Scott LLC 0.09% Add +1.8% 247,607 $29.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +14.7% 246,769 $29.1M
Storebrand Asset Management As 0.09% Add +7.0% 239,647 $28.3M
Teachers Retirement System of the State of Kentucky 0.25% Add +15.5% 238,800 $28.2M
Public Employees Retirement System of Ohio 0.11% Add +17.4% 234,563 $27.7M
Treasurer of the State of North Carolina 0.12% Reduce -1.0% 231,925 $27.4M
Knott David M Jr 10.60% No change 225,000 $26.6M
Northern Right Capital Management, L.P. 9.50% Reduce -0.9% 217,679 $25.7M
Wellington Management Group LLP 0.00% Add +3059.4% 217,054 $25.6M
State of Wisconsin Investment Board 0.07% Reduce -7.6% 215,248 $25.4M
Assenagon Asset Management S.A. 0.06% Reduce -73.8% 214,650 $25.3M
LPL Financial LLC 0.01% Add +13.8% 209,906 $24.8M
Basswood Capital Management, L.L.C. 1.60% No change 208,253 $24.6M
Corient Private Wealth LP 0.04% Add +2.4% 200,331 $23.7M
Squarepoint Ops LLC 0.09% Reduce -33.2% 195,009 $23.0M
Lodge Hill Capital, LLC 7.26% Add +95.2% 194,768 $23.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.4% 192,242 $22.7M
Aviva PLC 0.06% Reduce -7.1% 189,021 $22.3M
Cerity Partners LLC 0.06% Add +1.7% 180,825 $21.3M
Mackenzie Financial Corp. 0.03% Add +4.5% 178,868 $21.1M
Allspring Global Investments Holdings, LLC 0.03% Add +62.7% 178,413 $21.1M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -3.0% 174,771 $20.6M
Korea Investment CORP 0.05% Reduce -3.1% 172,830 $20.4M
Cna Financial Corp. 11.23% Add +3.0% 170,000 $20.1M
Loews Corp 0.17% Add +3.0% 170,000 $20.1M
Susquehanna Fundamental Investments, LLC 0.45% New 166,800 $19.7M
Candriam S.C.A. 0.12% Add +7.8% 163,002 $19.2M
Summit Trail Advisors, LLC 0.51% Add +0.0% 162,930 $19.2M
Truist Financial Corp. 0.03% Reduce -13.9% 161,538 $19.1M
Beach Investment Counsel Inc. 2.32% Add +22.7% 159,548 $18.8M
DNB Asset Management AS 0.09% Reduce -10.8% 156,293 $18.5M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -2.8% 156,100 $18.4M
HST Ventures, LLC 8.15% Reduce -16.6% 152,905 $18.1M
HUB Investment Partners, LLC 0.86% Add +0.6% 150,866 $17.8M
Natixis Advisors, LLC 0.04% Add +13.9% 150,388 $17.8M
Sei Investments Co. 0.03% Reduce -26.9% 150,312 $17.7M
Scoggin Management LP 11.83% Reduce -14.4% 150,000 $17.7M
Handelsbanken Fonder AB 0.08% Add +0.5% 149,336 $17.6M
Picton Mahoney Asset Management 0.75% Reduce -15.6% 148,895 $17.6M
State of New Jersey Common Pension Fund D 0.08% Reduce -34.6% 148,078 $17.5M
Pictet Asset Management Holding SA 0.02% Reduce -0.2% 147,958 $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +5.1% 147,758 $17.4M
Nomura Holdings Inc. 0.11% Add +636.2% 147,411 $17.4M
Asset Management One Co., Ltd. 0.07% Reduce -2.4% 144,168 $17.0M
Danske Bank A/S 0.06% Reduce -8.1% 143,121 $16.9M
Access Investment Management LLC 5.46% Add +0.1% 142,327 $16.8M
Aberdeen Group plc 0.03% Reduce -36.2% 141,741 $16.7M
Schonfeld Strategic Advisors LLC 0.13% Add +133.0% 141,588 $16.7M
Stephens Inc. 0.25% Add +13.9% 140,186 $16.6M
STRS Ohio 0.06% Add +1044.9% 138,711 $16.4M
PB Investment Partners, L.P. 13.23% Add +96.2% 336,123 $16.3M
Baron Capital (BAMCO) 0.05% Add +29.6% 133,616 $15.8M
Engle Capital Management, L.P. 5.31% Add +3.1% 133,000 $15.7M
Forsta Ap-Fonden 0.14% Reduce -12.1% 132,500 $15.6M
Varma Mutual Pension Insurance Co 0.12% Reduce -7.5% 127,301 $15.0M
Steamboat Capital Partners, LLC 5.50% Add +3.3% 127,011 $15.0M
Fulton Breakefield Broenniman LLC 1.10% Add +0.7% 125,649 $14.8M
Walleye Capital LLC 0.17% Reduce -25.4% 124,981 $14.8M
Resona Asset Management Co.,Ltd. 0.09% Reduce -4.9% 121,931 $14.4M
Hantz Financial Services, Inc. 0.28% Reduce -11.8% 121,554 $14.4M
Factory Mutual Insurance Co. 0.16% Add +46.3% 120,000 $14.2M
Hudson Bay Capital Management LP 0.12% New 120,000 $14.2M
Arizona State Retirement System 0.09% Add +1.1% 115,299 $13.6M
ArrowMark Colorado Holdings LLC 0.16% No change 114,269 $13.5M
Nomura Asset Management Co. Ltd. 0.04% Add +1.6% 109,157 $12.9M
Parkwood LLC 1.60% Add +21.3% 108,787 $12.8M
Motco 0.74% Reduce -1.9% 106,591 $12.6M
Anchor Capital Advisors LLC 0.35% New 105,180 $12.4M
Dark Forest Capital Management LP 2.24% Add +2406.7% 103,701 $12.2M
Jupiter Asset Management Ltd. 0.11% New 102,305 $12.1M
Assetmark, Inc. 0.04% Add +19.3% 101,882 $12.0M
Gotham Asset Management 0.16% Reduce -1.1% 101,711 $12.0M
Mediolanum International Funds Ltd 0.19% Add +10.2% 107,304 $11.8M
Silvant Capital Management LLC 0.52% No change 100,100 $11.8M
Cibc World Market Inc. 0.03% Add +1.9% 99,703 $11.8M
Osaic Holdings, Inc. 0.03% Reduce -5.2% 98,247 $11.6M
Bahl & Gaynor LLC 0.06% New 97,511 $11.5M
Commerce Bank 0.07% Reduce -7.1% 97,320 $11.5M
Tower Research Capital LLC (TRC) 0.19% Add +644.2% 95,621 $11.3M
Sanctuary Advisors, LLC 0.08% — 98,977 $11.1M
Element Capital Management LLC 0.86% New 93,709 $11.1M
Kingfisher Capital LLC 2.59% Reduce -0.9% 93,279 $11.0M
Acadian Asset Management LLC 0.03% Reduce -71.7% 92,768 $10.9M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -1.6% 92,718 $10.9M
Mark Asset Management LP 1.41% New 90,421 $10.7M
Incline Global Management LLC 4.37% Reduce -32.4% 89,871 $10.6M
Andra AP-fonden 0.18% Reduce -9.6% 88,417 $10.4M
Man Group plc 0.03% Add +8.2% 88,375 $10.4M
DekaBank Deutsche Girozentrale 0.02% Add +0.5% 87,952 $10.4M
Belmont Capital, LLC 1.94% New 88,545 $10.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.12% — 86,515 $10.2M
Utah Retirement Systems 0.12% Reduce -4.8% 85,890 $10.1M
Pinnacle Financial Partners Inc 0.21% Add +3.4% 84,481 $10.0M
Philadelphia Financial Management of San Francisco, LLC 2.29% Reduce -25.0% 83,227 $9.8M
IFM Investors Pty Ltd 0.10% Add +0.9% 82,120 $9.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.79% Reduce -0.4% 81,826 $9.7M
Hilton Capital Management, LLC 0.81% New 80,804 $9.5M
Allen Investment Management, LLC 0.11% No change 78,318 $9.2M
Moore Capital Management, LP 0.21% Add +66.5% 78,250 $9.2M
S&co Inc. 0.64% No change 77,880 $9.2M
Xponance LLC 0.09% Reduce -14.0% 76,221 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +60.6% 76,169 $9.0M
Joel Isaacson & Co., LLC 0.47% No change 76,151 $9.0M
Long Focus Capital Management, LLC 0.93% No change 76,000 $9.0M
PEAK6 Investments LLC 0.42% Add +550.9% 75,940 $9.0M
Honeycomb Asset Management LP 2.42% New 75,000 $8.9M
Callodine Capital Management, LP 2.08% Reduce -36.2% 75,000 $8.9M
SOL Capital Management CO 1.06% Add +2.5% 74,700 $8.8M
USS Investment Management Ltd 0.07% Add +3.2% 73,337 $8.7M
Van Eck Associates Corp. 0.01% Add +507.7% 72,615 $8.6M
Rivermont Capital Management LP 3.66% New 72,318 $8.5M
Smithbridge Asset Management Inc. 1.76% Reduce -6.3% 71,821 $8.5M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Add +134.3% 70,458 $8.3M
Capital International, Inc. 0.11% Add +2.4% 69,740 $8.2M
Cinctive Capital Management LP 0.43% New 68,074 $8.0M
CastleKnight Management LP 1.10% Add +1.8% 66,300 $7.8M
Jackson Hole Capital Partners, LLC 1.71% Add +8.3% 65,932 $7.8M
GTS Securities LLC 0.16% Reduce -23.1% 65,765 $7.8M
Platform Technology Partners 2.66% — 65,460 $7.7M
Commonwealth Equity Services, LLC 0.01% Add +2.4% 64,626 $7.6M
Holocene Advisors, LP 0.03% New 63,756 $7.5M
Metavasi Capital LP 4.14% No change 63,500 $7.5M
Osborne Partners Capital Management, LLC 0.42% Add +1.9% 58,994 $7.0M
Schroder Investment Management Group 0.01% Add +22.2% 57,932 $6.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.6% 57,485 $6.8M
Centiva Capital, LP 0.33% New 57,405 $6.8M
American Century Companies Inc. 0.00% Add +32.5% 56,948 $6.7M
Am Investment Strategies LLC 1.64% Add +4.6% 56,260 $6.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.4% 56,244 $6.6M
Nisa Investment Advisors, LLC 0.04% Add +9.5% 54,835 $6.5M
Pathstone Holdings, LLC 0.03% Add +13.2% 54,673 $6.5M
KBC Group NV 0.02% Add +4.2% 54,631 $6.5M
Segment Wealth Management, LLC 0.47% Reduce -3.9% 54,528 $6.4M
Credit Agricole S A 0.04% Add +28.3% 52,335 $6.2M
Public Sector Pension Investment Board 0.04% Reduce -2.9% 52,163 $6.2M
Swedbank AB 0.01% Add +0.1% 51,638 $6.1M
Wellington Shields Capital Management, LLC 1.10% Add +1.1% 51,268 $6.1M
Cetera Investment Advisers 0.01% Add +3.3% 51,218 $6.0M
Los Angeles Capital Management LLC 0.02% Reduce -95.3% 49,433 $5.8M
Brevan Howard Capital Management LP 0.38% Reduce -56.7% 48,189 $5.7M
Procyon Advisors, LLC 0.42% Add +2.7% 48,162 $5.7M
MAI Capital Management 0.06% Add +12.1% 47,890 $5.7M
Point72 Europe (London) LLP 0.48% Reduce -8.3% 47,807 $5.6M
Strategic Blueprint, LLC 0.38% Reduce -1.3% 47,122 $5.6M
Point72 Asia (Singapore) Pte. Ltd. 1.16% Add +529.0% 47,109 $5.6M
Concentric Capital Strategies, LP 0.35% Add +42.0% 47,100 $5.6M
River Road Asset Management, LLC 0.08% Reduce -4.1% 46,944 $5.5M
Catalyst Capital Advisors LLC 0.13% Reduce -0.2% 46,645 $5.5M
Knollwood Investment Advisory, LLC 0.61% Add +1356.6% 46,611 $5.5M
Nissay Asset Management Corp. /Japan 0.04% Add +2.4% 46,289 $5.5M
Paloma Partners Management Co 0.59% Add +1373.2% 45,830 $5.4M
NewEdge Wealth, LLC 0.11% Reduce -8.5% 44,688 $5.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -31.4% 44,667 $5.3M
Wealthcare Advisory Partners LLC 0.16% Reduce -4.2% 44,502 $5.3M
Morton Community Bank 1.40% Reduce -0.1% 42,096 $5.0M
Benson Investment Management Company, Inc. 2.03% Add +0.0% 41,648 $4.9M
Jump Financial, LLC 0.10% New 41,604 $4.9M
Fred Alger Management, LLC 0.02% Reduce -42.5% 41,597 $4.9M
CI Investments Inc. 0.02% Add +1062.5% 41,395 $4.9M
Toronto Dominion Bank 0.01% Reduce -0.4% 41,234 $4.9M
Guardian Wealth Management, Inc. 3.68% Reduce -2.3% 40,731 $4.8M
Comerica Bank 0.02% Add +2.7% 40,649 $4.8M
Maryland State Retirement & Pension System 0.09% No change 40,597 $4.8M
Ethic Inc. 0.11% Reduce -0.9% 40,060 $4.7M
Creative Planning 0.01% Add +12.0% 39,468 $4.7M
Bridgewater Associates 0.02% Reduce -30.2% 39,402 $4.7M
Samjo Management, LLC 1.71% Reduce -0.5% 38,870 $4.6M
Crescent Park Management, L.P. 2.26% Reduce -0.2% 38,502 $4.5M
Coastal Bridge Advisors, LLC 1.12% No change 38,109 $4.5M
Oppenheimer & Co. Inc. 0.07% Reduce -1.7% 37,898 $4.5M
Kerusso Capital Management LLC 3.21% — 37,411 $4.4M
Morse Asset Management, Inc 1.07% Reduce -0.7% 36,984 $4.4M
Macquarie Group Ltd. 0.01% Reduce -49.5% 36,589 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +343.9% 36,492 $4.3M
Advisory Services Network, LLC 0.09% Add +0.2% 36,416 $4.3M
BOCHK Asset Management Ltd 1.39% Reduce -23.9% 36,000 $4.3M
Cannell & Spears LLC 0.09% No change 35,588 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +9.8% 35,383 $4.2M
Canada Pension Plan Investment Board 0.00% Reduce -84.7% 35,214 $4.2M
Elo Mutual Pension Insurance Co 0.10% Reduce -3.9% 34,883 $4.1M
Vestor Capital, LLC 0.33% Add +1.8% 34,181 $4.0M
Laurion Capital Management LP 0.13% New 33,963 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +2.2% 33,902 $4.0M
Amalgamated Bank 0.03% Reduce -5.2% 33,585 $4.0M
Goelzer Investment Management, Inc. 0.22% Add +57.5% 33,152 $3.9M
Glenmede Trust Co. NA 0.02% Add +8.4% 33,017 $3.9M
PNC Financial Services Group, Inc. 0.00% Add +1.7% 32,440 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 31,362 $3.7M
Ieq Capital, LLC 0.05% Add +3.9% 30,891 $3.6M
Gabelli Funds LLC 0.03% Reduce -14.1% 30,400 $3.6M
Nordea Investment Management AB 0.00% Reduce -95.5% 30,177 $3.6M
True North Advisors, LLC 0.94% Add +0.3% 29,913 $3.5M
Entropy Technologies, LP 0.38% Add +2.2% 29,823 $3.5M
Intech Investment Management LLC 0.04% Reduce -66.1% 29,810 $3.5M
Allianz Asset Management GmbH 0.01% Reduce -1.4% 29,800 $3.5M
Accuvest Global Advisors 7.77% Reduce -10.9% 29,612 $3.5M
Rational Advisors, Inc. 0.35% Reduce -0.7% 29,500 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Add +18.8% 29,023 $3.4M
Focus Partners Wealth 0.01% Add +7.1% 29,019 $3.4M
CTC Alternative Strategies, Ltd. 1.44% New 28,800 $3.4M
First National Bank Sioux Falls 1.76% No change 28,648 $3.4M
NewEdge Advisors, LLC 0.02% Reduce -25.2% 28,317 $3.3M
Richard Bernstein Advisors LLC 0.07% No change 28,309 $3.3M
Baader Bank Aktiengesellschaft 0.26% Add +21.4% 28,313 $3.3M
Fortune Financial Advisors, LLC 2.04% Reduce -1.9% 28,176 $3.3M
Daiwa Securities Group Inc. 0.02% Add +7.3% 28,095 $3.3M
MBB Public Markets I LLC 0.07% Add +871.0% 27,635 $3.3M
O'shaughnessy Asset Management, LLC 0.03% Add +44.0% 27,582 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -13.5% 27,448 $3.2M
Schwartz Investment Counsel Inc. 0.12% Reduce -16.1% 27,378 $3.2M
O'ROURKE & COMPANY, Inc 1.80% Add +0.9% 27,112 $3.2M
Wealthfront Advisers LLC 0.01% Add +21.1% 26,530 $3.1M
Robeco Institutional Asset Management B.V. 0.01% Reduce -42.8% 26,418 $3.1M
B. Riley Wealth Advisors, Inc. 0.08% Add +127.9% 26,391 $3.1M
Purus Wealth Management, LLC 1.36% Add +15.8% 26,005 $3.1M
XTX Topco Ltd 0.26% New 25,339 $3.0M
Karpas Strategies, LLC 0.93% No change 25,000 $3.0M
Ulysses Management LLC 0.71% Reduce -54.5% 25,000 $3.0M
Manning & Napier Advisors LLC 0.03% — 25,000 $3.0M
RBF Capital, LLC 0.17% No change 24,990 $3.0M
Northeast Financial Consultants Inc 0.13% Reduce -40.1% 24,781 $2.9M
Alps Advisors Inc. 0.02% Add +26.1% 24,577 $2.9M
CoreCap Advisors, LLC 0.30% Add +329.4% 24,167 $2.9M
Axq Capital, LP 0.67% New 24,156 $2.9M
Tidal Investments LLC 0.04% Add +49.4% 24,039 $2.8M
QRG Capital Management, Inc. 0.03% Add +8.8% 23,562 $2.8M
Wedbush Securities Inc. 0.10% Add +11.4% 23,456 $2.8M
Y-Intercept (Hong Kong) Ltd 0.15% New 23,323 $2.8M
Verition Fund Management LLC 0.02% Add +483.8% 23,245 $2.7M
Cumberland Partners Ltd 0.20% No change 23,000 $2.7M
Swiss Life Asset Management Ltd 0.03% Reduce -55.9% 22,924 $2.7M
Ameliora Wealth Management Ltd. 1.18% Add +445.8% 21,980 $2.6M
Founders Financial Securities LLC 0.24% Reduce -1.0% 21,645 $2.6M
Cibc World Markets Corp. 0.02% Add +31.8% 21,445 $2.5M
Tealwood Asset Management Inc. 1.50% Reduce -0.5% 21,097 $2.5M
Axxcess Wealth Management, LLC 0.07% Reduce -3.0% 20,929 $2.5M
First Manhattan Co. Llc. 0.01% No change 20,869 $2.5M
Illinois Municipal Retirement Fund 0.04% No change 20,807 $2.5M
Kestra Advisory Services, LLC 0.01% Add +29.1% 20,662 $2.4M
Vanguard Personalized Indexing Management, LLC 0.04% Add +29.6% 20,106 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -1.5% 19,551 $2.3M
Carmel Capital Partners, LLC 0.96% Add +6.9% 19,330 $2.3M
Grandeur Peak Global Advisors, LLC 0.18% Reduce -23.7% 19,132 $2.3M
Concurrent Investment Advisors, LLC 0.07% New 18,986 $2.2M
Bleakley Financial Group, LLC 0.06% Add +2.2% 18,976 $2.2M
Simplicity Wealth,LLC 0.05% Add +2.2% 18,973 $2.2M
Avantax Advisory Services, Inc. 0.02% Reduce -11.1% 18,836 $2.2M
Choreo, LLC 0.04% New 18,288 $2.2M
Zhang Financial LLC 0.15% Add +3.1% 18,267 $2.2M
CIBC Asset Management Inc 0.01% Add +7.9% 18,195 $2.1M
Capital Management Associates 2.54% Reduce -0.5% 18,129 $2.1M
Hunting Hill Global Capital, LLC 1.06% No change 18,113 $2.1M
TFB Advisors LLC 0.69% Add +10.1% 17,919 $2.1M
Vestmark Advisory Solutions, Inc. 0.09% Add +24.9% 17,764 $2.1M
E. Ohman J:or Asset Management AB 0.05% Add +8.1% 17,400 $2.1M
Rehmann Capital Advisory Group 0.15% Add +3.6% 17,249 $2.0M
Beirne Wealth Consulting Services, LLC 0.82% Reduce -1.9% 17,160 $2.0M
Rothschild Investment LLC 0.14% Reduce -1.5% 16,995 $2.0M
Harbor Investment Advisory, LLC 0.21% Add +8.6% 16,906 $2.0M
Doliver Advisors, LP 0.56% Add +1.3% 16,864 $2.0M
Corsair Capital Management, L.P. 0.33% Reduce -0.7% 16,837 $2.0M
Mercer Global Advisors Inc. 0.01% Add +6.8% 16,820 $2.0M
Venator Management LLC 0.60% Reduce -9.5% 16,738 $2.0M
Apollon Wealth Management, LLC 0.06% Reduce -0.4% 16,607 $2.0M
Arden Trust Co 0.27% Reduce -2.4% 16,390 $1.9M
Atom Investors LP 0.19% New 16,312 $1.9M
MMBG Investment Advisors Co. 0.21% No change 16,300 $1.9M
Sierra Capital LLC 0.26% No change 16,243 $1.9M
Register Financial Advisors LLC 0.97% Reduce -0.8% 16,175 $1.9M
Edgewood Management LLC 0.01% No change 16,000 $1.9M
Vinva Investment Management Ltd 0.09% Add +6.2% 15,906 $1.9M
Genesee Capital Advisors, LLC 0.92% Reduce -5.1% 15,896 $1.9M
Empowered Funds, LLC 0.03% Reduce -69.0% 15,850 $1.9M
M&T Bank Corp 0.01% Reduce -2.6% 15,724 $1.9M
Western Financial Corp 1.12% Add +109.0% 15,702 $1.9M
Prospera Financial Services Inc 0.05% Add +0.1% 15,526 $1.8M
Legacy Capital Wealth Partners, LLC 0.46% New 15,341 $1.8M
Edmond DE Rothschild Holding S.A. 0.03% Add +6.9% 15,210 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +2.8% 15,184 $1.8M
Cresset Asset Management, LLC 0.01% Add +12.0% 15,182 $1.8M
U S Global Investors Inc. 0.17% Add +11.1% 15,000 $1.8M
Wellington Shields & Co., LLC 0.57% Add +34.0% 14,834 $1.8M
Stablepoint Partners, LLC 0.34% Reduce -1.3% 14,331 $1.7M
Prime Capital Investment Advisors, LLC 0.03% Add +38.9% 14,706 $1.7M
Advisors Asset Management, Inc. 0.03% Add +32.3% 14,500 $1.7M
Diversified Trust Co. 0.05% Reduce -6.8% 14,347 $1.7M
Dimension Capital Management LLC 0.34% Reduce -3.0% 14,314 $1.7M
IFP Advisors, Inc 0.07% Add +13.3% 14,302 $1.7M
Pinebridge Investments, L.P. 0.01% Reduce -17.9% 14,178 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -59.4% 14,093 $1.7M
CIC Wealth, LLC 0.46% Add +2.8% 14,061 $1.7M
SpiderRock Advisors, LLC 0.04% Add +190.9% 13,842 $1.6M
OMERS ADMINISTRATION Corp 0.02% New 13,824 $1.6M
Old Well Partners, LLC 1.92% No change 13,800 $1.6M
Wbi Investments, LLC 0.39% New 13,784 $1.6M
Estate Counselors, LLC 0.18% No change 13,598 $1.6M
Moors & Cabot, Inc. 0.08% Add +1.3% 13,421 $1.6M
Aigen Investment Management, LP 0.31% Add +37.6% 13,401 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +12.7% 13,345 $1.6M
Perbak Capital Partners LLP 0.46% New 13,183 $1.6M
Baldwin Wealth Partners LLC 0.12% No change 13,146 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -26.7% 13,084 $1.5M
Arete Wealth Advisors, LLC 0.13% Reduce -2.6% 13,042 $1.5M
Benjamin F. Edwards & Company, Inc. 0.03% Add +1.5% 13,046 $1.5M
PFG Investments, LLC 0.11% Reduce -7.9% 12,590 $1.5M
Quantinno Capital Management LP 0.03% Add +27.0% 12,496 $1.5M
Harbour Capital Advisors, LLC 0.35% Reduce -2.2% 12,417 $1.5M
Orion Porfolio Solutions, LLC 0.02% Add +1.8% 12,403 $1.5M
Orion Portfolio Solutions, LLC 0.02% Add +1.8% 12,403 $1.5M
ExodusPoint Capital Management, LP 0.02% New 12,313 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +4.8% 12,313 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -2.4% 12,234 $1.4M
Prudential Financial Inc. 0.00% Reduce -3.1% 12,071 $1.4M
Clark Capital Management Group, Inc. 0.01% New 11,985 $1.4M
Harbor Advisors LLC 0.26% No change 11,948 $1.4M
MML Investors Services, LLC 0.01% Add +25.5% 11,862 $1.4M
Ossiam 0.03% Add +0.2% 11,860 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +4.4% 11,832 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.72% Reduce -0.2% 11,601 $1.4M
NWK Group, Inc. 0.57% Add +0.6% 11,578 $1.4M
Banco BTG Pactual S.A. 0.35% New 10,800 $1.4M
Valley National Advisers Inc. 0.20% Reduce -0.8% 11,424 $1.3M
Moody National Bank Trust Division 0.10% No change 11,400 $1.3M
SMH Capital Advisors Inc. 4.07% Reduce -4.8% 11,274 $1.3M
UniSuper Management Pty Ltd 0.01% Add +93.7% 11,040 $1.3M
Secured Retirement Advisors, LLC 1.00% Add +9.3% 10,862 $1.3M
Kelleher Financial Advisors 0.52% No change 10,748 $1.3M
Templeton & Phillips Capital Management, LLC 1.13% No change 10,747 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +286.6% 10,727 $1.3M
Westover Capital Advisors, LLC 0.32% Add +27.4% 10,482 $1.2M
Mirabella Financial Services LLP 0.10% Add +235.9% 10,451 $1.2M
Townsquare Capital LLC 0.02% Add +5.1% 10,429 $1.2M
Altus Wealth Group LLC 0.62% Add +6.3% 10,428 $1.2M
Central Bank & Trust Co. 0.17% Add +149.1% 10,323 $1.2M
Private Advisor Group, LLC 0.01% Add +9.1% 10,318 $1.2M
Bridgeway Capital Management, LLC 0.03% New 10,270 $1.2M
Blair William & Co. 0.00% Reduce -5.4% 10,226 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% Add +191.2% 10,205 $1.2M
Global Retirement Partners, LLC 0.04% Add +17.9% 10,197 $1.2M
Hamilton Capital Partners Inc. 0.13% Reduce -18.7% 10,029 $1.2M
Next Capital Management LLC 0.49% No change 9,824 $1.2M
J.W. Cole Advisors, Inc. 0.05% Add +100.8% 9,785 $1.2M
PCJ Investment Counsel Ltd. 0.48% Reduce -64.4% 9,780 $1.2M
Harvest Fund Management Co., Ltd 0.08% No change 9,763 $1.2M
Williamson Legacy Group, LLC 0.85% Add +8.4% 9,726 $1.1M
DSM Capital Partners LLC 0.02% Add +53.5% 9,664 $1.1M
Greenland Capital Management LP 0.25% Add +7.3% 9,658 $1.1M
Atria Wealth Solutions, Inc. 0.01% Add +15.5% 9,590 $1.1M
Raymond James Trust N.A. 0.03% Reduce -2.6% 9,412 $1.1M
TD Waterhouse Canada Inc. 0.01% Add +6.4% 9,341 $1.1M
Metis Global Partners, LLC 0.04% Add +1.7% 9,367 $1.1M
Park Place Capital Corp 0.35% Add +2.4% 9,297 $1.1M
Calamos Advisors LLC 0.01% Add +28.5% 9,250 $1.1M
Cornercap Investment Counsel Inc. 0.18% Reduce -0.8% 9,206 $1.1M
Atria Investments, Inc 0.01% New 9,183 $1.1M
Cozad Asset Management Inc. 0.11% New 9,105 $1.1M
US Bancorp \de 0.00% Add +5.8% 9,045 $1.1M
Signaturefd, LLC 0.02% Add +5.8% 9,041 $1.1M
AXA S.A. 0.00% Add +283.9% 8,986 $1.1M
Beacon Investment Advisory Services, Inc. 0.05% Reduce -3.3% 8,985 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -97.2% 8,948 $1.1M
Investment Management Corp of Ontario 0.03% Add +37.4% 8,822 $1.0M
Wintrust Investments LLC 0.08% Reduce -1.1% 8,751 $1.0M
Samalin Investment Counsel, LLC 0.48% Add +0.4% 8,678 $1.0M
Composition Wealth, LLC 0.03% Add +4.7% 8,678 $1.0M
Red Door Wealth Management, LLC 0.18% No change 8,617 $1.0M
Natixis Investment Managers International 0.08% Reduce -3.1% 8,605 $1.0M
PGGM Investments 0.01% Add +15.1% 8,593 $1.0M
Renasant Bank 0.69% Add +4.2% 8,435 $996K
Great Lakes Retirement, Inc. 0.13% Add +11.4% 8,325 $983K
First Hawaiian Bank 0.03% Add +15.3% 8,299 $980K
Meeder Advisory Services, Inc. 0.07% Add +33.8% 8,247 $974K
National Bank of Canada 0.00% Reduce -1.6% 8,119 $963K
McDonald Partners LLC 0.26% Reduce -0.1% 8,139 $961K
Quent Capital, LLC 0.11% Add +1.8% 8,092 $955K
Quotient Wealth Partners, LLC 0.03% Add +112.6% 7,923 $935K
TriaGen Wealth Management LLC 0.36% New 7,899 $933K
Maven Securities LTD 0.15% Reduce -23.4% 7,886 $931K
Mill Creek Capital Advisors, LLC 0.02% Add +0.8% 7,857 $928K
Applied Finance Capital Management, LLC 0.04% New 7,842 $926K
Beacon Pointe Advisors, LLC 0.01% Reduce -4.3% 7,841 $926K
Brave Asset Management Inc. 0.23% No change 7,778 $918K
Cwm, LLC 0.00% Add +6.9% 7,711 $910K
Islay Capital Management, LLC 0.66% Reduce -0.2% 7,662 $905K
APG Asset Management N.V. 0.00% No change 8,211 $905K
Alberta Investment Management Corp 0.01% No change 7,600 $897K
Vident Advisory, LLC 0.02% Add +32.2% 7,597 $897K
Jaffetilchin Investment Partners, LLC 0.08% Add +0.5% 7,593 $896K
Stonegate Investment Group, LLC 0.03% Reduce -6.1% 7,575 $894K
Virtus Advisers, LLC 0.43% Reduce -5.6% 7,502 $886K
Yousif Capital Management, LLC 0.01% Reduce -4.5% 7,436 $878K
Waterfront Wealth Inc. 0.24% No change 7,428 $877K
Tempus Wealth Planning, LLC 0.36% Reduce -5.1% 7,400 $874K
New York Life Investment Management LLC 0.01% Add +4.4% 7,386 $872K
BBR Partners, LLC 0.07% No change 7,326 $865K
Vestcor Inc 0.03% No change 7,233 $854K
Fiduciary Group, LLC 0.09% Reduce -1.2% 7,196 $850K
Avitas Wealth Management LLC 0.12% Reduce -5.4% 7,146 $844K
Sfmg, LLC 0.07% Reduce -6.2% 7,141 $843K
Chesley Taft & Associates LLC 0.04% Reduce -0.8% 7,123 $841K
TradeLink Capital LLC 2.42% New 7,100 $838K
Virtue Capital Management, LLC 0.14% Reduce -2.5% 6,704 $836K
Capricorn Fund Managers Ltd 0.59% New 7,040 $831K
YHB Investment Advisors, Inc. 0.07% Add +19.8% 6,974 $823K
Hohimer Wealth Management, LLC 0.19% New 6,915 $816K
Baker Tilly Wealth Management, LLC 0.33% Reduce -10.6% 6,851 $809K
TBH Global Asset Management, LLC 0.18% Reduce -3.0% 6,788 $801K
World Investment Advisors 0.05% Reduce -5.6% 6,704 $792K
Kendall Capital Management 0.26% No change 6,685 $789K
GYL Financial Synergies, LLC 0.06% Reduce -2.9% 6,615 $781K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.5% 6,611 $781K
SeaCrest Wealth Management, LLC 0.09% Reduce -12.2% 6,585 $777K
Merrion Investment Management Co, LLC 0.53% Reduce -0.5% 6,575 $776K
Whittier Trust Co. 0.01% Reduce -5.1% 6,532 $771K
Carroll Investors, Inc 0.53% New 6,403 $756K
Wolverine Trading, LLC 0.01% New 6,323 $747K
First Trust Direct Indexing L.P. 0.05% Add +16.8% 6,307 $745K
Abn Amro Investment Solutions 0.01% New 6,148 $726K
Prudential PLC 0.01% Add +50.7% 6,117 $722K
Ellevest, Inc. 0.04% Add +13.4% 6,051 $714K
LSP Investment Advisors, LLC 0.40% No change 6,000 $708K
Capital International Sarl 0.02% Add +118.1% 5,865 $692K
Cary Street Partners Investment Advisory LLC 0.03% Add +1.5% 5,836 $689K
Levin Capital Strategies, L.P. 0.07% Reduce -25.6% 5,812 $686K
Carson Advisory Inc. 0.48% Reduce -0.2% 5,808 $686K
GAMCO Investors 0.01% No change 5,800 $685K
Financial Management Network Inc. 0.16% Add +7.5% 5,751 $683K
Navellier & Associates Inc. 0.08% Reduce -2.6% 5,728 $676K
Menard Financial Group LLC 0.48% Add +2.0% 5,690 $672K
Chicago Capital, LLC 0.02% Reduce -0.2% 5,606 $662K
Emerald Advisers, LLC 0.03% Reduce -22.0% 5,554 $656K
SVB Wealth LLC 0.02% Reduce -1.1% 5,525 $652K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -0.9% 5,509 $650K
Rakuten Investment Management, Inc. 0.00% Add +59.1% 5,470 $645K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.6% 5,404 $638K
Linden Thomas Advisory Services, LLC 0.10% Reduce -72.2% 5,401 $638K
Equitable Holdings, Inc. 0.01% Add +7.1% 5,384 $636K
Seelaus Asset Management LLC 0.66% No change 5,360 $633K
Sherbrooke Park Advisers LLC 0.11% Add +18.4% 5,323 $628K
Wedmont Private Capital 0.04% Add +9.3% 5,124 $618K
Alpha DNA Investment Management LLC 0.35% Add +32.3% 5,162 $609K
Forum Financial Management, LP 0.01% Add +0.0% 5,141 $607K
Abbot Financial Management, Inc. 0.32% No change 5,100 $602K
Cigna Investments Inc. 0.11% Reduce -5.4% 5,076 $599K
Impact Partnership Wealth, LLC 0.16% Add +70.3% 5,064 $598K
Westmount Partners, LLC 0.20% No change 5,000 $594K
Fort Point Capital Partners LLC 0.08% No change 5,005 $591K
Leonteq Securities AG 0.08% Reduce -0.0% 4,955 $585K
Baird Financial Group, Inc. 0.00% Reduce -1.5% 4,939 $583K
Element Pointe Advisors, LLC 0.15% No change 4,934 $583K
Sapient Capital LLC 0.01% No change 4,932 $582K
Verdad Advisers, LP 0.66% No change 4,869 $575K
Dividend Assets Capital, LLC 0.12% No change 4,865 $574K
Lido Advisors, LLC 0.00% Reduce -4.2% 4,819 $569K
Great Lakes Advisors, LLC 0.01% Reduce -5.6% 4,812 $568K
Obermeyer Wealth Partners 0.03% No change 4,779 $564K
Kintegral Advisory, LLC 0.05% Add +2.4% 4,728 $558K
United Capital Financial Advisors, LLC 0.00% Reduce -4.9% 4,728 $558K
Pearl River Capital, LLC 0.09% New 4,727 $558K
Old National Bancorp 0.01% No change 4,726 $558K
Naples Global Advisors, LLC 0.06% Reduce -28.1% 4,725 $558K
Compass Ion Advisors, LLC 0.08% No change 4,952 $557K
TrinityBridge Ltd 0.02% No change 4,700 $555K
Larson Financial Group LLC 0.04% Reduce -0.1% 4,679 $552K
Stamos Capital Partners, L.P. 0.12% Add +7.4% 4,640 $548K
D.A. Davidson & Co. 0.00% Reduce -9.8% 4,604 $544K
Fort Sheridan Advisors LLC 0.09% Add +3.7% 4,522 $534K
Calydon Capital 0.09% Add +6.0% 4,474 $528K
Exchange Traded Concepts, LLC 0.01% New 4,466 $527K
Schwarz Dygos Wheeler Investment Advisors LLC 0.14% Reduce -18.7% 4,433 $523K
Crossmark Global Holdings, Inc. 0.01% Add +1.6% 4,434 $523K
Perigon Wealth Management, LLC 0.02% Add +51.7% 4,424 $522K
Proficio Capital Partners LLC 0.05% Reduce -13.8% 4,418 $522K
Snowden Capital Advisors LLC 0.02% Reduce -7.7% 4,392 $519K
Davies Financial Advisors, Inc. 0.48% Reduce -11.0% 4,390 $518K
DAVENPORT & Co LLC 0.00% Add +13.5% 4,388 $518K
VAUGHAN & Co SECURITIES, INC. 0.33% Reduce -15.3% 4,375 $517K
Angeles Wealth Management, LLC 0.05% Add +10.1% 4,327 $511K
Independent Financial Group, LLC 0.02% Reduce -0.1% 4,298 $507K
Regent Peak Wealth Advisors LLC 0.12% New 4,294 $507K
Benjamin Edwards Inc. 0.10% Add +2.3% 4,275 $505K
Quantum Portfolio Management LLC 0.29% New 4,277 $505K
Ofi Invest Asset Management 0.01% New 4,551 $501K
Caprock Group, LLC 0.02% Add +50.8% 4,228 $499K
Realta Investment Advisors 0.10% Add +1.7% 4,202 $496K
Leavell Investment Management, Inc. 0.03% No change 4,200 $496K
Captrust Financial Advisors 0.00% Add +20.5% 4,188 $494K
Wright Investors Service Inc. 0.13% Reduce -63.9% 4,160 $491K
FineMark National Bank & Trust 0.02% Add +2.4% 4,117 $486K
Private Wealth Partners, LLC 0.04% New 4,100 $484K
SYSTM Wealth Solutions LLC 0.11% Reduce -6.5% 4,089 $483K
HB Wealth Management, LLC 0.01% Add +5.5% 4,085 $482K
ProVise Management Group, LLC 0.04% Reduce -2.4% 4,043 $477K
Lanark Financial, Inc. 0.04% No change 4,034 $476K
Poplar Forest Capital LLC 0.07% Reduce -0.3% 4,020 $475K
Achmea Investment Management B.V. 0.01% No change 4,016 $474K
Stonebridge Financial Planning Group, LLC 0.24% No change 4,000 $472K
Capital Advisors Inc. 0.01% No change 4,000 $472K
Park Avenue Securities LLC 0.01% Reduce -5.0% 3,950 $466K
Shepherd Financial Partners LLC 0.06% No change 3,908 $461K
Point72 (DIFC) Ltd 0.04% Reduce -2.6% 3,905 $461K
CIBC Private Wealth Group LLC 0.00% Reduce -55.4% 3,972 $460K
Stone Summit Wealth LLC 0.16% Reduce -0.6% 3,875 $458K
Fulton Bank, N.A. 0.02% Reduce -4.0% 3,846 $454K
Gilbert & Cook, Inc. 0.07% No change 3,814 $450K
Bayesian Capital Management, LP 0.05% New 3,813 $450K
Penserra Capital Management LLC 0.01% Add +8320.0% 3,789 $447K
Cary Street Partners Asset Management LLC 0.07% No change 3,764 $444K
&partners 0.02% New 3,755 $443K
Thoroughbred Financial Services, LLC 0.03% Add +0.4% 3,750 $442K
Fort Washington Investment Advisors Inc. 0.00% Add +15.7% 3,739 $441K
Nebula Research & Development LLC 0.07% New 3,729 $440K
Lazard Asset Management LLC 0.00% Reduce -95.0% 3,725 $439K
Freedom Investment Management, Inc. 0.04% Reduce -7.0% 3,705 $437K
Permanent Capital Management, LP 0.09% — 3,059 $434K
Valued Retirements, Inc. 0.64% No change 3,597 $425K
Centaurus Financial, Inc. 0.03% Add +122.2% 3,571 $422K
Evergreen Capital Management LLC 0.02% Reduce -3.1% 3,570 $422K
Hilltop Holdings Inc. 0.05% Reduce -38.5% 3,549 $419K
Checchi Capital Advisers, LLC 0.03% Add +4.7% 3,547 $419K
Coordinated Financial Services, Inc. 0.36% Reduce -2.6% 3,531 $417K
AE Wealth Management LLC 0.00% New 3,521 $416K
Aft, Forsyth & Company, Inc. 0.20% No change 3,500 $413K
Kingsview Wealth Management, LLC 0.01% Reduce -2.6% 3,446 $407K
Northwest & Ethical Investments L.P. 0.01% Reduce -16.9% 3,431 $405K
Integrated Advisors Network LLC 0.02% Reduce -13.2% 3,415 $403K
Sequoia Financial Advisors, LLC 0.00% Add +5.5% 3,403 $402K
EP Wealth Advisors, LLC 0.00% Add +5.8% 3,375 $399K
Parallel Advisors, LLC 0.01% Add +150.8% 3,335 $394K
Evercore Wealth Management, LLC 0.01% Reduce -25.0% 3,330 $393K
Debussy Capital Management LP 0.11% Add +0.5% 3,322 $392K
Cynosure Group, LLC 0.06% Add +13.5% 3,222 $380K
HighPoint Advisor Group LLC 0.02% Reduce -5.3% 3,099 $380K
Level Four Advisory Services, LLC 0.02% New 3,218 $380K
Ascentis Independent Advisors 0.08% — 3,204 $378K
IHT Wealth Management, LLC 0.01% Add +0.5% 3,175 $375K
Banque Cantonale Vaudoise 0.01% Reduce -75.0% 3,157 $373K
Opal Wealth Advisors, LLC 0.12% Add +54.8% 3,151 $372K
CFM Wealth Partners LLC 0.07% No change 3,146 $371K
M3 Advisory Group, LLC 0.31% New 3,143 $371K
Kovack Advisors, Inc. 0.04% Add +7.2% 3,129 $370K
OneDigital Investment Advisors LLC 0.00% Add +32.2% 3,121 $368K
SageView Advisory Group, LLC 0.02% Add +18.9% 3,110 $367K
Chicago Partners Investment Group LLC 0.01% Add +4.6% 2,973 $365K
Nations Financial Group Inc, /Ia/ 0.03% New 3,073 $363K
Resonant Capital Advisors, LLC 0.03% Add +9.3% 3,055 $361K
International Assets Investment Management, LLC 0.03% Add +0.7% 3,038 $359K
Sunflower Bank, N.A. 0.08% Reduce -13.2% 3,025 $357K
Guggenheim Capital LLC 0.00% Reduce -26.2% 3,020 $357K
Dudley Capital Management, LLC 0.20% No change 3,000 $354K
TrinityPoint Wealth, LLC 0.05% Reduce -0.9% 2,959 $349K
Wambolt & Associates, LLC 0.10% Reduce -2.8% 2,940 $349K
FFT Wealth Management LLC 0.03% Reduce -5.1% 2,953 $349K
New Century Financial Group, LLC 0.15% New 2,939 $347K
CCG Wealth Management, LLC 0.19% Add +0.5% 2,919 $345K
Merit Financial Group, LLC 0.01% Add +16.0% 2,917 $344K
Inscription Capital, LLC 0.06% Reduce -5.6% 2,912 $344K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.5% 2,903 $343K
Main Street Group, LTD 0.16% Reduce -14.7% 2,894 $342K
American Trust 0.03% Add +35.6% 2,895 $342K
Abacus Planning Group, Inc. 0.06% No change 2,820 $333K
Vicus Capital 0.03% Reduce -12.0% 2,817 $333K
Integrated Wealth Concepts LLC 0.00% Reduce -13.6% 2,801 $331K
Arbor Investment Advisors, LLC 0.05% New 2,800 $331K
Integrated Investment Consultants, LLC 0.09% No change 2,932 $330K
Powell Investment Advisors, LLC 0.17% No change 2,791 $330K
Atlas Capital Advisors Inc. 0.04% Reduce -6.7% 2,784 $329K
Smith, Moore & Co. 0.03% New 2,735 $323K
Great Valley Advisor Group, Inc. 0.01% Add +8.3% 2,716 $321K
Hollencrest Capital Management 0.01% Add +58.7% 2,710 $320K
Fielder Capital Group LLC 0.12% Reduce -32.3% 2,709 $320K
Cooper Financial Group 0.05% New 2,678 $316K
Regions Financial Corp. 0.00% Reduce -27.1% 2,661 $314K
Belpointe Asset Management LLC 0.02% Reduce -28.1% 2,647 $313K
Cyndeo Wealth Partners, LLC 0.02% New 2,610 $308K
Johnson Financial Group, Inc. 0.01% Add +100.5% 2,606 $308K
Atlas Private Wealth Advisors 0.05% New 2,600 $307K
Argent Trust Co 0.01% No change 2,600 $307K
Sigma Planning Corp 0.01% Add +3.1% 2,592 $306K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.3% 2,587 $305K
InTrack Investment Management Inc 0.22% Add +20.1% 2,574 $304K
PFG Advisors 0.02% Add +36.2% 2,567 $303K
Ballentine Partners, LLC 0.01% Add +0.8% 2,565 $303K
Aaron Wealth Advisors LLC 0.04% Add +21.8% 2,516 $297K
Helios Capital Management Pte. Ltd. 0.19% No change 2,500 $295K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,500 $295K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 2,497 $295K
Lifestyle Asset Management, Inc. 0.17% Add +15.7% 2,489 $294K
Touchstone Capital, Inc. 0.46% No change 2,478 $293K
Brown Brothers Harriman & Co. 0.00% No change 2,464 $291K
Aviso Wealth Management 0.17% No change 2,408 $284K
GAMMA Investing LLC 0.04% Add +352.7% 2,395 $283K
Dorsey & Whitney Trust CO LLC 0.02% No change 2,377 $281K
Hanseatic Management Services Inc. 0.42% Reduce -0.2% 2,375 $280K
Marcum Wealth, LLC 0.03% Reduce -5.3% 2,352 $278K
Visionary Wealth Advisors 0.02% No change 2,349 $277K
Essex Financial Services, Inc. 0.02% Add +15.6% 2,683 $277K
Chickasaw Capital Management LLC 0.01% No change 2,328 $275K
AXS Investments LLC 0.08% Reduce -70.1% 2,300 $272K
Delta Asset Management LLC 0.02% No change 2,300 $272K
Knightsbridge Asset Management, LLC 0.07% Add +0.1% 2,269 $268K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -46.1% 2,248 $265K
HCR Wealth Advisors 0.04% Add +15.5% 2,237 $264K
Scotia Capital Inc. 0.00% New 2,217 $262K
Frank, Rimerman Advisors LLC 0.02% New 2,172 $256K
Principal Securities, Inc. 0.01% Add +14.9% 2,160 $255K
Westpac Banking Corp. 0.02% Add +230.1% 2,159 $255K
Carolinas Wealth Consulting LLC 0.05% Add +13.2% 2,159 $255K
Symmetry Partners, LLC 0.01% No change 2,135 $252K
Moneta Group Investment Advisors LLC 0.00% New 2,131 $252K
Forte Capital LLC 0.03% New 2,128 $251K
Triad Wealth Partners, LLC 0.13% New 2,126 $251K
Lindbrook Capital, LLC 0.02% Add +62.3% 2,123 $251K
Seven Post Investment Office LP 0.05% No change 2,120 $250K
Northside Capital Management, LLC 0.04% No change 2,072 $245K
Lake Street Advisors Group, LLC 0.01% No change 2,054 $243K
Bridgefront Capital, LLC 0.10% New 2,045 $241K
Slow Capital, Inc. 0.04% Reduce -39.8% 2,040 $241K
Farther Finance Advisors, LLC 0.01% Add +3.5% 2,021 $240K
Moss Adams Wealth Advisors LLC 0.03% New 2,001 $236K
Carl P. Sherr & Co., LLC 0.13% No change 2,000 $236K
Catalyst Funds Management Pty Ltd 0.06% New 2,000 $236K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,000 $236K
North Star Investment Management Corp. 0.02% No change 2,000 $236K
SouthState Bank Corp 0.02% No change 2,000 $236K
Northeast Investment Management 0.01% New 2,000 $236K
ZWJ Investment Counsel Inc. 0.01% No change 2,000 $236K
Performance Wealth Partners, LLC 0.01% New 2,000 $236K
LGT Group Foundation 0.00% New 2,000 $236K
Sand Hill Global Advisors, LLC 0.01% No change 1,985 $234K
Iron Horse Wealth Management, LLC 0.09% Reduce -15.7% 1,984 $234K
Siemens Fonds Invest GmbH 0.02% New 1,978 $234K
Hilltop National Bank 0.07% No change 1,970 $233K
Independent Advisor Alliance 0.01% New 1,966 $232K
Smithfield Trust Co 0.01% No change 1,944 $232K
Faithward Advisors, LLC 0.04% Reduce -2.9% 1,957 $231K
AlphaStar Capital Management, LLC 0.02% Add +0.6% 1,903 $225K
Coldstream Capital Management Inc. 0.01% Add +2.7% 1,885 $223K
Arlington Trust Co LLC 0.05% No change 1,871 $221K
Greenleaf Trust 0.00% Add +1.2% 1,862 $220K
Moneco Advisors, LLC 0.03% New 1,837 $217K
Flagship Harbor Advisors, LLC 0.01% New 1,837 $217K
Portland Global Advisors LLC 0.03% No change 1,800 $213K
Greenwood Gearhart LLC 0.02% No change 1,800 $213K
Caisse de depot et placement du Quebec 0.00% New 1,800 $213K
JFG Wealth Management, LLC 0.06% New 1,794 $212K
Quadrant Capital Group LLC 0.02% Add +0.8% 1,785 $211K
Walled Lake Planning & Wealth Management, LLC 0.09% New 1,770 $209K
Claro Advisors Inc. 0.03% Reduce -5.3% 1,769 $209K
Graypoint LLC 0.01% New 1,768 $209K
MGB Wealth Management, LLC 0.08% New 1,729 $208K
Trinity Legacy Partners, LLC 0.06% New 1,749 $207K
Darden Wealth Group Inc 0.12% New 1,700 $201K
United Advisor Group, LLC 0.06% New 1,700 $201K
Private Trust Co. NA 0.02% Reduce -38.7% 1,638 $193K
Alta Advisers Ltd 0.09% No change 1,600 $189K
Zions Bancorporation, N.A. 0.01% Add +882.0% 1,581 $187K
Ostrum Asset Management 0.02% Reduce -7.3% 1,556 $184K
Paradigm Asset Management Co. LLC 0.05% No change 1,456 $172K
Ashton Thomas Private Wealth, LLC 0.01% New 1,452 $171K
Bessemer Group Inc. 0.00% Add +1473.3% 1,416 $167K
TCTC Holdings, LLC 0.01% No change 1,362 $161K
Investors Research Corp 0.04% No change 1,350 $159K
EntryPoint Capital, LLC 0.07% Reduce -39.0% 1,319 $156K
Stelac Advisory Services LLC 0.06% No change 1,311 $155K
Armstrong Advisory Group, Inc. 0.01% No change 1,300 $153K
Spire Wealth Management 0.01% Add +4.8% 1,297 $153K
V-Square Quantitative Management LLC 0.02% New 1,245 $146K
Covestor Ltd 0.09% Add +439.3% 1,208 $143K
Allianz SE 0.00% No change 1,200 $142K
Cape Investment Advisory, Inc. 0.06% No change 1,179 $139K
Capital Analysts, LLC 0.01% Add +13.6% 1,173 $138K
SOA Wealth Advisors, LLC. 0.03% No change 1,077 $127K
J.Safra Asset Management Corp 0.01% Add +191.9% 1,016 $120K
Heritage Wealth Advisors 0.01% No change 1,000 $118K
Parkside Financial Bank & Trust 0.02% Add +5.8% 945 $112K
Blue Trust, Inc. 0.00% Add +118.5% 970 $109K
Blue Chip Partners, LLC 0.01% Reduce -4.3% 921 $109K
Western Pacific Wealth Management, LP 0.08% Reduce -6.0% 916 $108K
Pittenger & Anderson Inc. 0.00% New 900 $106K
TD Private Client Wealth LLC 0.00% Add +472.6% 899 $106K
Fifth Third Bancorp 0.00% Add +11714.3% 827 $98K
Smartleaf Asset Management LLC 0.02% Add +50.3% 822 $97K
Jones Financial Companies LLLP 0.00% Reduce -31.6% 818 $97K
Chesapeake Asset Management LLC 0.09% No change 800 $94K
Montag A & Associates Inc. 0.00% No change 800 $94K
WASHINGTON TRUST Co 0.00% Add +8.1% 757 $89K
Huntington National Bank 0.00% Add +55.3% 739 $87K
Bogart Wealth, LLC 0.00% No change 722 $85K
Heritage Wealth Management, Inc. 0.08% New 721 $85K
Mather Group, Llc. 0.00% Add +826.9% 723 $81K
Moser Wealth Advisors, LLC 0.04% No change 676 $80K
Allworth Financial LP 0.00% Add +6.0% 638 $77K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.4% 642 $76K
Orion Capital Management LLC 0.04% No change 600 $71K
Mowery & Schoenfeld Wealth Management, LLC 0.09% New 534 $63K
Cornerstone Planning Group LLC 0.02% Reduce -5.1% 609 $60K
Janiczek Wealth Management, LLC 0.01% No change 509 $60K
Sunbelt Securities, Inc. 0.01% No change 484 $57K
Clearstead Advisors, LLC 0.00% No change 477 $56K
Concourse Financial Group Securities, Inc. 0.00% Reduce -24.6% 476 $56K
EverSource Wealth Advisors, LLC 0.00% Add +6.8% 442 $55K
MassMutual Private Wealth & Trust, FSB 0.00% Add +293.2% 464 $55K
Cassady Schiller Wealth Management, LLC 0.02% No change 456 $54K
McIlrath & Eck, LLC 0.01% No change 454 $54K
Compass Wealth Management LLC 0.01% No change 446 $53K
Hexagon Capital Partners LLC 0.01% Reduce -8.4% 436 $51K
Hazlett, Burt & Watson, Inc. 0.03% No change 438 $51K
Washington Trust Advisors, Inc. 0.00% Reduce -0.9% 420 $50K
Riverview Trust Co 0.04% No change 401 $47K
Asset Dedication, LLC 0.00% No change 384 $45K
FWL Investment Management, LLC 0.02% No change 381 $45K
CVA Family Office, LLC 0.01% Reduce -1.4% 364 $43K
True Wealth Design, LLC 0.01% Reduce -2.7% 355 $42K
Ancora Advisors LLC 0.00% No change 310 $37K
Silicon Valley Capital Partners 0.01% Add +0.3% 309 $37K
Monetary Management Group Inc. 0.01% No change 300 $35K
Concord Wealth Partners 0.01% No change 300 $35K
Cullen/Frost Bankers, Inc. 0.00% New 300 $35K
Redwood Wealth Management Group, LLC 0.03% New 299 $35K
Jamison Private Wealth Management, Inc. 0.01% No change 298 $35K
Glen Eagle Advisors, LLC 0.01% Add +1152.2% 288 $34K
Colonial Trust Co / SC 0.01% Reduce -2.2% 271 $32K
Salomon & Ludwin, LLC 0.00% No change 263 $31K
Plato Investment Management Ltd 0.00% No change 248 $29K
Bfsg, LLC 0.00% No change 230 $27K
Institutional & Family Asset Management, LLC 0.00% Reduce -6.4% 220 $26K
Arax Advisory Partners 0.00% New 217 $26K
Harbour Investments, Inc. 0.00% No change 217 $26K
Emfo, LLC 0.02% No change 205 $24K
AdvisorNet Financial, Inc 0.00% Reduce -32.1% 190 $22K
Goodman Advisory Group, LLC 0.01% No change 184 $22K
First Horizon Advisors, Inc. 0.00% No change 178 $21K
Roble, Belko & Company, Inc 0.00% No change 176 $21K
Carmichael Hill & Associates, Inc. 0.01% No change 165 $19K
JFS Wealth Advisors, LLC 0.00% Reduce -11.4% 163 $19K
Meeder Asset Management Inc. 0.00% Add +23.9% 161 $19K
Towne Trust Company, N.A 0.01% No change 132 $16K
WR Wealth Planners, LLC 0.00% Add +84.5% 131 $15K
TFC Financial Management, Inc. 0.00% No change 128 $15K
Annapolis Financial Services, LLC 0.00% No change 125 $15K
Fortitude Family Office, LLC 0.01% No change 113 $13K
EdgeRock Capital LLC 0.01% New 113 $13K
Archer Investment Corp 0.00% No change 112 $13K
Kimelman & Baird, LLC 0.00% — 112 $13K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 110 $13K
American National Bank & Trust 0.00% New 110 $13K
Versant Capital Management, Inc 0.00% Add +800.0% 108 $13K
TD Capital Management LLC 0.00% No change 104 $12K
Naples Money Management LLC 0.01% New 100 $12K
Mb, Levis & Associates, LLC 0.01% No change 100 $12K
Coppell Advisory Solutions LLC 0.00% — 100 $12K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.2% 98 $12K
Venturi Wealth Management, LLC 0.00% Add +75.0% 98 $12K
Grove Bank & Trust 0.00% No change 92 $11K
Clear Point Advisors Inc. 0.01% New 89 $11K
Pinnacle Bancorp, Inc. 0.00% No change 87 $10K
Avior Wealth Management, LLC 0.00% Reduce -81.7% 85 $10K
Sachetta, LLC 0.00% Add +294.7% 75 $9K
Cherry Tree Wealth Management, LLC 0.00% New 75 $9K
Tucker Asset Management LLC 0.00% No change 72 $9K
ORG Partners LLC 0.00% Add +527.3% 69 $8K
Abich Financial Wealth Management LLC 0.01% Reduce -16.1% 68 $8K
Bell Investment Advisors, Inc 0.00% No change 64 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 64 $8K
Bruce G. Allen Investments, LLC 0.01% No change 57 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 57 $7K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +216.7% 57 $7K
NFSG Corp 0.00% No change 52 $6K
Raffa Wealth Management, LLC 0.00% No change 51 $6K
UMB Bank, n.a. 0.00% No change 51 $6K
Aspect Partners, LLC 0.00% No change 50 $6K
CENTRAL TRUST Co 0.00% No change 49 $6K
SJS Investment Consulting Inc. 0.00% Reduce -11.3% 47 $6K
MV Capital Management, Inc. 0.00% Add +155.6% 46 $5K
Private Ocean, LLC 0.00% New 44 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 46 $5K
Voisard Asset Management Group, Inc. 0.00% No change 43 $5K
Avion Wealth 0.00% Add +9.3% 47 $5K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.4% 44 $5K
Denver PWM, LLC 0.00% New 40 $5K
Red Tortoise LLC 0.00% No change 38 $4K
Eagle Bay Advisors LLC 0.00% New 30 $4K
ClariVest Asset Management LLC 0.00% Reduce -50.0% 27 $3K
Clearstead Trust, LLC 0.00% No change 23 $3K
Aviso Financial Inc. 0.00% — 22 $3K
Riggs Asset Managment Co. Inc. 0.00% Add +120.0% 22 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +22.2% 22 $3K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 21 $2K
Bokf, NA 0.00% Reduce -99.6% 21 $2K
Colonial Trust Advisors 0.00% No change 20 $2K
RFP Financial Group LLC 0.00% No change 19 $2K
Family Firm, Inc. 0.00% New 18 $2K
Raleigh Capital Management Inc. 0.00% No change 15 $2K
Highline Wealth Partners LLC 0.00% New 14 $2K
Geneos Wealth Management Inc. 0.00% No change 11 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 15 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $945
Laurel Wealth Advisors LLC 0.00% No change 7 $827
Delos Wealth Advisors, LLC 0.00% No change 5 $591
GHP Investment Advisors, Inc. 0.00% New 4 $473
Abound Wealth Management 0.00% No change 4 $459
Rosenberg Matthew Hamilton 0.00% No change 3 $356

"% of holder's portfolio" is APO's weight in each manager's 13F, not the share of Apollo Global Management Inc. the manager owns.