Apollo Global ManagementAPO

13F holders, Q3 2024 (September 30)
946holders +10
96new positions
80sold out
15famous investors
$125.62avg. 13F price*

At the end of Q3 2024, 946 institutions reported holding Apollo Global Management Inc. (APO) in their 13F filings, up 10 from Q2 2024. 96 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($5.2B), Capital World Investors ($3.9B) and BlackRock, Inc. ($2.9B). 15 famous investors held it, including Leon Cooperman (7.4% of Omega Advisors (Leon Cooperman)'s portfolio), Chase Coleman (6.5% of Tiger Global Management's portfolio) and Glenn Greenberg (5.9% of Brave Warrior Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions96$207.6M
Exits80$565.1M

All 13F filers, Q2 2024 → Q3 2024: 21,730,292 shares bought and 27,325,674 shares sold, net −5,595,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 946 holders

Vanguard Group Inc. 0.09% Add +0.5% 41,443,684 $5.2B
Capital World Investors 0.61% Add +0.1% 31,528,340 $3.9B
BlackRock, Inc. 0.06% — 23,510,333 $2.9B
FMR LLC 0.15% Add +10.8% 19,991,504 $2.5B
Tiger Global Management 6.55% No change 12,285,193 $1.5B
Capital International Investors 0.26% Add +0.4% 10,931,326 $1.4B
State Street Corp. 0.05% Add +0.9% 10,577,892 $1.3B
Franklin Resources Inc. 0.37% Add +22.7% 8,653,382 $1.3B
Capital Research Global Investors 0.25% Add +30.8% 9,639,837 $1.2B
Norges Bank 0.16% Add +23.0% 9,166,144 $1.1B
National Philanthropic Trust 19.38% Reduce -1.6% 8,553,838 $1.1B
Morgan Stanley 0.06% Reduce -5.3% 6,312,148 $788.5M
Geode Capital Management, LLC 0.06% Add +4.7% 5,717,266 $713.2M
Clearbridge Investments, LLC 0.56% Reduce -12.9% 5,684,798 $710.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +31.8% 5,669,135 $708.1M
Millennium Management 0.54% Reduce -16.7% 4,839,726 $604.5M
T. Rowe Price Associates Inc. 0.07% Reduce -24.1% 4,712,197 $588.6M
D. E. Shaw & Co. 0.77% Add +36.8% 4,323,240 $540.0M
Legal & General Group Plc 0.12% Reduce -2.7% 3,576,829 $446.8M
Beck Mack & Oliver LLC 7.46% Reduce -0.4% 3,069,223 $383.4M
Neuberger Berman Group LLC 0.30% Reduce -1.8% 3,052,255 $381.3M
Northern Trust Corp. 0.06% Add +3.8% 2,922,051 $365.0M
Goldman Sachs Group Inc. 0.06% Reduce -5.4% 2,530,292 $316.1M
Select Equity Group, L.P. 1.07% Reduce -10.1% 2,342,972 $292.7M
Curated Wealth Partners LLC 37.24% Reduce -1.4% 2,330,707 $291.1M
Brave Warrior Advisors 5.90% Reduce -39.7% 2,277,466 $284.5M
TD Asset Management Inc 0.24% Reduce -19.3% 2,176,286 $273.8M
Mariner, LLC 0.41% Reduce -50.2% 1,857,165 $233.4M
JPMorgan Chase & Co. 0.02% Reduce -6.5% 1,865,195 $233.0M
Bank of America Corp. 0.02% Reduce -18.2% 1,863,460 $232.8M
Bank of New York Mellon Corp 0.04% Reduce -4.7% 1,858,058 $232.1M
UBS Group AG 0.06% Add +32.0% 1,809,907 $226.1M
Charles Schwab Investment Management Inc. 0.04% Add +27.0% 1,806,098 $225.6M
William Blair Investment Management, LLC 0.53% Reduce -8.0% 1,733,408 $216.5M
Citadel Advisors 0.23% Add +106.3% 1,721,624 $215.0M
Ensign Peak Advisors, Inc 0.38% Add +2.4% 1,708,379 $213.4M
Menora Mivtachim Holdings LTD. 1.32% Add +21.7% 1,679,682 $209.8M
Alliancebernstein L.P. 0.07% Add +115.1% 1,651,952 $206.3M
Nuveen Asset Management, LLC 0.05% Reduce -0.8% 1,517,111 $189.5M
CapitalatWork S.A. 5.97% Reduce -23.1% 1,401,370 $175.0M
Omega Advisors (Leon Cooperman) 7.36% Reduce -9.1% 1,387,000 $173.3M
Janus Henderson Group PLC 0.09% Add +0.4% 1,339,355 $167.3M
Barclays PLC 0.07% Add +0.9% 1,289,945 $161.1M
Wells Fargo & Company 0.04% Add +26.0% 1,269,248 $158.5M
Jane Street Group, LLC 0.25% Reduce -9.5% 1,217,191 $152.0M
Invesco Ltd. 0.03% Add +42.0% 1,208,919 $151.0M
Swiss National Bank 0.10% Add +0.4% 1,182,214 $147.7M
PointState Capital LP 4.05% Add +8.8% 1,180,399 $147.4M
Deutsche Bank AG 0.06% Add +35.0% 1,170,763 $146.2M
Dimensional Fund Advisors LP 0.03% Add +3.9% 1,144,201 $142.9M
Fort Pitt Capital Group, LLC 3.87% Add +10.5% 1,100,686 $137.5M
Susquehanna International Group, LLP 0.23% Add +178.4% 1,071,301 $133.8M
Markel Group 1.14% No change 1,012,500 $126.5M
Raymond James & Associates 0.08% Reduce -1.7% 1,007,575 $125.9M
Newbrook Capital Advisors LP 16.30% Add +20.7% 968,008 $120.9M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.4% 951,790 $118.9M
Third Point 1.61% Reduce -5.0% 950,000 $118.7M
Jennison Associates LLC 0.07% Reduce -5.3% 921,999 $115.2M
California Public Employees Retirement System 0.08% Reduce -3.9% 914,290 $114.2M
MSA Advisors, LLC 28.25% Add +8.2% 876,702 $109.5M
Bank of Montreal 0.05% Add +21.9% 778,544 $97.9M
Locust Wood Capital Advisers, LLC 3.42% Reduce -14.8% 783,012 $97.8M
Partners Group Holding AG 6.24% Add +26.5% 775,727 $96.9M
Amundi 0.04% Add +10.1% 707,809 $96.3M
Massachusetts Financial Services Co. 0.03% Add +43.8% 767,014 $95.8M
Heard Capital LLC 5.28% Add +16.0% 753,523 $94.1M
Williams Jones Wealth Management, LLC. 1.09% Add +2.3% 741,498 $92.6M
Westfield Capital Management Co. LP 0.42% Add +17.6% 740,133 $92.4M
Regal Partners Ltd 7.82% Reduce -0.8% 708,557 $88.5M
Frontier Capital Management Co. LLC 0.81% Reduce -37.3% 684,912 $85.6M
MHR Fund Management LLC 9.25% No change 679,000 $84.8M
TCW Group Inc. 0.73% Add +2.9% 671,479 $83.9M
California State Teachers Retirement System 0.09% Reduce -0.7% 643,648 $80.4M
Federated Hermes, Inc. 0.17% Reduce -46.6% 617,670 $77.2M
New York State Common Retirement Fund 0.10% Reduce -6.9% 613,336 $76.6M
1832 Asset Management L.P. 0.13% Reduce -53.3% 604,405 $75.5M
Guardian Point Capital, LP 33.46% No change 600,000 $74.9M
Senator Investment Group LP 3.56% Reduce -20.0% 600,000 $74.9M
Rhumbline Advisers 0.07% Reduce -0.2% 590,844 $73.8M
National Pension Service 0.07% Add +10.3% 566,529 $70.8M
Prana Capital Management, LP 3.10% Add +9.8% 541,658 $67.7M
Vaughan David Investments LLC 1.49% Reduce -2.5% 518,967 $64.8M
Envestnet Asset Management Inc. 0.02% Add +16.7% 494,581 $61.8M
Tocqueville Asset Management L.P. 0.95% Add +44.3% 485,822 $60.7M
State Board of Administration of Florida Retirement System 0.12% No change 485,783 $60.7M
Zurich Insurance Group Ltd 0.51% Reduce -18.5% 480,061 $60.0M
Citigroup Inc. 0.06% Reduce -14.8% 479,782 $59.9M
Montanova Capital, LLC 2.08% Add +31.2% 465,050 $58.1M
Royal Bank of Canada 0.01% Add +9.0% 464,486 $58.0M
Kinetic Partners Management, LP 3.97% Add +61.1% 457,600 $57.2M
HighTower Advisors, LLC 0.08% Add +0.5% 451,980 $56.4M
Cookson Peirce & Co. Inc. 2.44% Reduce -0.3% 416,310 $52.0M
NFC Investments, LLC 14.87% Reduce -0.4% 414,328 $51.8M
Lakewood Capital Management, LP 4.14% Add +8.0% 407,197 $50.9M
Holocene Advisors, LP 0.20% Add +530.9% 402,228 $50.2M
OCO Capital Partners, L.P. 38.04% No change 400,000 $50.0M
Brown Advisory Inc. 0.06% Add +0.5% 389,612 $48.7M
Goodnow Investment Group, LLC 5.13% Reduce -0.1% 387,330 $48.4M
Bain Capital Public Equity Management II, LLC 2.08% New 365,410 $45.6M
Brandywine Global Investment Management, LLC 0.30% Add +4.5% 320,275 $45.3M
Point72 Asset Management 0.16% Reduce -43.4% 360,793 $45.1M
Qube Research & Technologies Ltd 0.08% Reduce -72.0% 358,851 $44.8M
Squarepoint Ops LLC 0.15% Add +83.9% 358,596 $44.8M
FIL Ltd 0.04% Add +26.4% 352,865 $44.1M
Todd Asset Management LLC 1.02% Reduce -0.6% 352,590 $44.0M
Russell Investments Group, Ltd. 0.06% Reduce -19.3% 336,219 $42.0M
LGT Capital Partners LTD. 1.46% Add +2.0% 336,000 $42.0M
Onex Canada Asset Management Inc. 4.83% Reduce -8.1% 330,219 $41.2M
Stifel Financial Corp. 0.04% Add +7.8% 324,705 $40.6M
Cornerstone Investment Partners, LLC 1.99% New 322,933 $40.3M
Rockefeller Capital Management L.P. 0.10% Reduce -0.4% 307,228 $38.4M
Flputnam Investment Management Co. 0.69% Add +1.4% 305,314 $38.1M
Royal London Asset Management Ltd. 0.09% Add +3.8% 300,474 $37.5M
RDST Capital LLC 8.06% Reduce -2.5% 285,860 $35.7M
Vaughan Nelson Investment Management, L.P. 0.32% Reduce -22.7% 283,881 $35.5M
First Trust Advisors LP 0.03% Reduce -27.6% 269,929 $33.7M
Bahl & Gaynor LLC 0.17% Add +174.2% 267,325 $33.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.5% 262,722 $32.8M
Moore Capital Management, LP 1.03% Add +230.5% 258,583 $32.3M
iA Global Asset Management Inc. 0.55% Reduce -3.5% 249,778 $31.2M
HSBC Holdings PLC 0.02% Reduce -11.7% 247,389 $30.9M
Storebrand Asset Management As 0.10% Add +0.8% 241,678 $30.2M
Teachers Retirement System of the State of Kentucky 0.26% No change 238,800 $29.8M
Marshall Wace, LLP 0.04% Reduce -75.2% 237,055 $29.6M
State of Wisconsin Investment Board 0.07% Add +6.2% 228,688 $28.6M
Treasurer of the State of North Carolina 0.11% Reduce -1.7% 228,065 $28.5M
Northern Right Capital Management, L.P. 10.53% Add +4.0% 226,373 $28.3M
Knott David M Jr 9.88% No change 225,000 $28.1M
Nomura Asset Management Co. Ltd. 0.08% Add +100.7% 219,118 $27.4M
Truist Financial Corp. 0.04% Add +34.5% 217,190 $27.1M
LPL Financial LLC 0.01% Add +1.5% 213,092 $26.6M
Basswood Capital Management, L.L.C. 1.34% No change 208,253 $26.0M
Corient Private Wealth LP 0.04% Add +2.0% 204,412 $25.5M
Aberdeen Group plc 0.05% Add +41.3% 200,226 $25.0M
Cerity Partners LLC 0.05% Add +8.8% 196,722 $24.6M
Aviva PLC 0.06% Add +2.2% 193,210 $24.1M
Twin Tree Management, LP 0.56% Reduce -37.2% 192,428 $24.0M
Mudita Advisors LLP 12.89% Reduce -25.2% 188,570 $23.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.9% 180,856 $22.6M
Ameriprise Financial Inc. 0.01% Reduce -68.8% 174,634 $21.8M
HST Ventures, LLC 5.96% Add +14.2% 174,567 $21.8M
Steamboat Capital Partners, LLC 6.89% Add +37.4% 174,461 $21.8M
Mackenzie Financial Corp. 0.03% Reduce -2.8% 173,808 $21.7M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -0.8% 173,389 $21.7M
Jupiter Asset Management Ltd. 0.19% Add +68.6% 172,532 $21.6M
Cna Financial Corp. 12.11% No change 170,000 $21.2M
Loews Corp 0.17% No change 170,000 $21.2M
Lodge Hill Capital, LLC 6.58% Reduce -13.1% 169,268 $21.1M
Alyeska Investment Group, L.P. 0.11% New 168,934 $21.1M
PB Investment Partners, L.P. 17.81% Reduce -50.0% 167,905 $21.0M
Summit Trail Advisors, LLC 0.51% Add +0.3% 163,417 $20.4M
DNB Asset Management AS 0.09% Add +4.2% 162,780 $20.3M
Picton Mahoney Asset Management 0.76% Add +5.4% 156,977 $19.6M
Natixis Advisors, LLC 0.04% Add +4.1% 156,585 $19.6M
Beach Investment Counsel Inc. 2.41% Reduce -2.0% 156,289 $19.5M
Balyasny Asset Management L.P. 0.05% Reduce -83.7% 154,202 $19.3M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -1.2% 154,200 $19.3M
Pictet Asset Management Holding SA 0.02% Add +3.3% 152,814 $19.1M
Honeycomb Asset Management LP 7.38% Add +100.0% 150,000 $18.7M
Handelsbanken Fonder AB 0.07% Reduce -0.8% 148,067 $18.5M
Sanctuary Advisors, LLC 0.12% Add +11.5% 110,347 $18.5M
State of New Jersey Common Pension Fund D 0.08% Reduce -0.1% 147,926 $18.5M
Asset Management One Co., Ltd. 0.07% Add +1.9% 146,941 $18.4M
HUB Investment Partners, LLC 0.80% Reduce -3.1% 146,136 $18.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -2.0% 144,854 $18.1M
Forsta Ap-Fonden 0.14% Add +8.4% 143,600 $17.9M
Stephens Inc. 0.25% Add +2.3% 143,399 $17.9M
Access Investment Management LLC 5.41% Add +0.0% 142,352 $17.8M
Korea Investment CORP 0.04% Reduce -17.7% 142,223 $17.8M
Danske Bank A/S 0.06% Reduce -0.6% 142,221 $17.8M
Factory Mutual Insurance Co. 0.18% Add +17.2% 140,600 $17.6M
Varma Mutual Pension Insurance Co 0.14% Reduce -4.4% 121,701 $17.4M
Voya Investment Management LLC 0.02% Reduce -92.7% 139,532 $17.4M
Victory Capital Management Inc. 0.02% Reduce -61.3% 139,093 $17.4M
Baron Capital (BAMCO) 0.05% Add +2.9% 137,429 $17.2M
Fulton Breakefield Broenniman LLC 1.10% Add +0.0% 125,654 $15.7M
STRS Ohio 0.06% Reduce -9.8% 125,150 $15.6M
Parkwood LLC 1.85% Add +11.8% 121,632 $15.2M
Mediolanum International Funds Ltd 0.21% Add +12.1% 120,256 $15.1M
Resona Asset Management Co.,Ltd. 0.09% Reduce -1.0% 120,697 $15.1M
Schonfeld Strategic Advisors LLC 0.12% Reduce -15.9% 119,046 $14.9M
Walleye Trading LLC 0.35% Reduce -67.6% 116,281 $14.5M
ArrowMark Colorado Holdings LLC 0.18% No change 114,269 $14.3M
Arizona State Retirement System 0.09% Reduce -0.9% 114,203 $14.3M
Scoggin Management LP 7.76% Reduce -25.0% 112,500 $14.1M
Dark Forest Capital Management LP 1.71% Add +3.3% 107,146 $13.4M
Allen Investment Management, LLC 0.16% Add +36.6% 106,990 $13.4M
Credit Agricole S A 0.07% Add +103.7% 106,608 $13.3M
Smithbridge Asset Management Inc. 2.28% Add +47.5% 105,904 $13.2M
HRT Financial LP 0.07% Reduce -82.0% 104,877 $13.1M
Assetmark, Inc. 0.04% Add +2.8% 104,730 $13.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.70% Add +26.9% 103,879 $13.0M
Osaic Holdings, Inc. 0.03% Add +5.3% 103,429 $12.9M
Anchor Capital Advisors LLC 0.34% Reduce -1.8% 103,341 $12.9M
Sterling Capital Management LLC 0.17% — 102,998 $12.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -42.7% 102,188 $12.8M
Gotham Asset Management 0.13% Add +0.3% 102,045 $12.7M
Hantz Financial Services, Inc. 0.23% Reduce -16.3% 101,746 $12.7M
GTS Securities LLC 0.25% Add +53.3% 100,793 $12.6M
Cibc World Market Inc. 0.03% Add +1.0% 100,715 $12.6M
Commerce Bank 0.08% Add +2.9% 100,104 $12.5M
Raymond James Financial Services Advisors, Inc. 0.02% Add +6.9% 99,145 $12.4M
Motco 1.22% Reduce -8.3% 97,776 $12.2M
Two Sigma Investments, LP 0.03% New 96,435 $12.0M
Walleye Capital LLC 0.14% Reduce -24.2% 94,764 $11.8M
Point72 Europe (London) LLP 1.00% Add +98.1% 94,701 $11.8M
Van Eck Associates Corp. 0.01% Add +10.1% 79,943 $11.5M
Blair William & Co. 0.03% Add +793.3% 91,344 $11.4M
Kingfisher Capital LLC 2.56% Reduce -4.6% 88,991 $11.1M
Belmont Capital, LLC 1.84% No change 88,545 $11.1M
DekaBank Deutsche Girozentrale 0.02% Add +0.1% 88,021 $11.0M
BI Asset Management Fondsmaeglerselskab A/S 0.19% Add +23.2% 86,820 $10.8M
Pinnacle Financial Partners Inc 0.22% Add +2.2% 86,313 $10.8M
Utah Retirement Systems 0.12% Add +0.3% 86,190 $10.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% — 85,615 $10.7M
IFM Investors Pty Ltd 0.10% Add +2.5% 84,205 $10.5M
Hilton Capital Management, LLC 0.80% Add +2.1% 82,515 $10.3M
Adage Capital Partners Gp, L.L.C. 0.02% New 80,000 $10.0M
Mark Asset Management LP 1.23% Reduce -12.2% 79,392 $9.9M
Swedbank AB 0.01% Add +50.9% 77,938 $9.7M
S&co Inc. 0.64% No change 77,880 $9.7M
Joel Isaacson & Co., LLC 0.45% Add +0.2% 76,320 $9.5M
SOL Capital Management CO 1.04% Add +0.7% 75,185 $9.4M
Xponance LLC 0.09% Reduce -1.4% 75,162 $9.4M
Hudson Bay Capital Management LP 0.08% Reduce -37.5% 75,000 $9.4M
Incline Global Management LLC 4.15% Reduce -16.8% 74,792 $9.3M
ExodusPoint Capital Management, LP 0.10% Add +504.9% 74,480 $9.3M
USS Investment Management Ltd 0.07% No change 73,337 $9.2M
BOCHK Asset Management Ltd 2.65% Add +97.8% 71,200 $8.9M
Capital International, Inc. 0.11% Add +1.2% 70,589 $8.8M
Jackson Hole Capital Partners, LLC 1.83% Add +6.6% 70,276 $8.8M
Point72 (DIFC) Ltd 0.67% Add +1665.1% 68,927 $8.6M
American Century Companies Inc. 0.01% Add +20.1% 68,375 $8.5M
NewEdge Wealth, LLC 0.15% Add +52.0% 67,935 $8.5M
Platform Technology Partners 2.66% Add +3.6% 67,804 $8.5M
Bain Capital Public Equity, LP 6.47% New 66,898 $8.4M
Engle Capital Management, L.P. 2.45% Reduce -49.8% 66,827 $8.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -12.7% 66,463 $8.3M
Philadelphia Financial Management of San Francisco, LLC 1.76% Reduce -20.7% 65,963 $8.2M
Callodine Capital Management, LP 1.71% Reduce -13.3% 65,000 $8.1M
KBC Group NV 0.02% Add +15.4% 63,047 $7.9M
Sei Investments Co. 0.01% Reduce -58.3% 62,688 $7.8M
River Road Asset Management, LLC 0.10% Add +32.3% 62,125 $7.8M
Segment Wealth Management, LLC 0.51% Add +9.7% 59,803 $7.5M
Principal Financial Group Inc. 0.00% Reduce -76.5% 59,411 $7.4M
Osborne Partners Capital Management, LLC 0.42% Add +0.3% 59,172 $7.4M
Manufacturers Life Insurance Company, The 0.01% Add +0.2% 57,582 $7.2M
Long Focus Capital Management, LLC 0.63% Reduce -25.0% 57,000 $7.1M
Am Investment Strategies LLC 1.72% Add +0.3% 56,449 $7.1M
Public Employees Retirement Association of Colorado 0.03% Add +0.1% 56,271 $7.0M
Cetera Investment Advisers 0.01% Add +7.3% 54,952 $6.9M
Commonwealth Equity Services, LLC 0.01% Reduce -15.0% 54,916 $6.9M
Toronto Dominion Bank 0.01% Add +27.7% 52,645 $6.6M
Wellington Shields Capital Management, LLC 1.13% Add +1.9% 52,224 $6.5M
Public Sector Pension Investment Board 0.04% No change 52,163 $6.5M
Brevan Howard Capital Management LP 0.31% Add +4.4% 50,309 $6.3M
Man Group plc 0.02% Reduce -43.4% 50,013 $6.2M
Nissay Asset Management Corp. /Japan 0.04% Add +3.1% 47,725 $6.0M
MAI Capital Management 0.06% Reduce -0.5% 47,648 $6.0M
Steward Partners Investment Advisory, LLC 0.05% Add +38.3% 46,875 $5.9M
Knollwood Investment Advisory, LLC 0.62% No change 46,611 $5.8M
Silvant Capital Management LLC 0.25% Reduce -54.0% 46,050 $5.8M
Pathstone Holdings, LLC 0.03% Reduce -16.1% 45,887 $5.7M
Catalyst Capital Advisors LLC 0.13% Reduce -1.7% 45,862 $5.7M
Wealthcare Advisory Partners LLC 0.16% Reduce -0.0% 44,491 $5.6M
Procyon Advisors, LLC 0.37% Reduce -10.5% 43,085 $5.4M
Creative Planning 0.01% Add +5.9% 41,784 $5.2M
Levin Capital Strategies, L.P. 0.50% Add +615.6% 41,589 $5.2M
Morton Community Bank 1.33% Reduce -3.5% 40,644 $5.1M
CI Investments Inc. 0.02% Reduce -2.0% 40,546 $5.1M
Schroder Investment Management Group 0.01% Reduce -30.6% 40,198 $5.1M
Guardian Wealth Management, Inc. 3.55% Reduce -1.1% 40,302 $5.0M
Kerusso Capital Management LLC 3.16% Add +6.5% 39,823 $5.0M
Empowered Funds, LLC 0.08% Add +145.3% 38,874 $4.9M
Samjo Management, LLC 1.67% Reduce -0.1% 38,820 $4.8M
Comerica Bank 0.02% Reduce -4.7% 38,740 $4.8M
Accuvest Global Advisors 4.05% Add +26.1% 37,331 $4.7M
Los Angeles Capital Management LLC 0.02% Reduce -24.4% 37,351 $4.7M
Morse Asset Management, Inc 1.02% Add +0.8% 37,297 $4.7M
Rational Advisors, Inc. 0.46% Add +26.1% 37,200 $4.6M
Coastal Bridge Advisors, LLC 1.15% Reduce -2.8% 37,054 $4.6M
Gabelli Funds LLC 0.03% Add +21.7% 37,000 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +17.0% 36,699 $4.6M
Ethic Inc. 0.11% Add +0.9% 40,434 $4.5M
Candriam S.C.A. 0.03% Reduce -78.0% 35,824 $4.5M
Cannell & Spears LLC 0.09% No change 35,588 $4.4M
Concentric Capital Strategies, LP 0.28% Reduce -24.9% 35,388 $4.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Reduce -0.1% 35,340 $4.4M
Elo Mutual Pension Insurance Co 0.09% Add +0.8% 35,160 $4.4M
AQR Capital Management 0.01% Reduce -91.7% 35,390 $4.4M
Sierra Capital LLC 0.52% Add +113.3% 34,655 $4.3M
O'shaughnessy Asset Management, LLC 0.04% Add +10.6% 30,512 $4.3M
Macquarie Group Ltd. 0.00% Reduce -5.7% 34,499 $4.3M
Advisory Services Network, LLC 0.09% No change 36,416 $4.3M
Simplex Trading, LLC 0.14% New 34,318 $4.3M
Nordea Investment Management AB 0.00% Add +13.3% 34,186 $4.2M
Goelzer Investment Management, Inc. 0.23% Add +2.5% 33,982 $4.2M
Oppenheimer & Co. Inc. 0.06% Reduce -10.5% 33,934 $4.2M
Nisa Investment Advisors, LLC 0.02% Reduce -38.5% 33,703 $4.2M
Strategic Blueprint, LLC 0.26% Reduce -29.7% 33,123 $4.1M
Amalgamated Bank 0.03% Reduce -1.8% 32,973 $4.1M
PEAK6 Investments LLC 0.20% Reduce -57.0% 32,695 $4.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 32,392 $4.0M
Jefferies Financial Group Inc. 0.07% New 32,251 $4.0M
Atom Investors LP 0.41% Add +93.5% 31,563 $3.9M
Allianz Asset Management GmbH 0.01% Add +3.7% 30,891 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -31.5% 30,585 $3.8M
Daiwa Securities Group Inc. 0.02% Add +9.3% 30,720 $3.8M
NorthCoast Asset Management LLC 0.03% New 31,803 $3.8M
Focus Partners Wealth 0.01% Add +3.9% 30,159 $3.8M
Maryland State Retirement & Pension System 0.08% Reduce -26.4% 29,875 $3.7M
Verdence Capital Advisors LLC 0.29% New 29,541 $3.7M
Capula Management Ltd 0.05% New 29,210 $3.6M
True North Advisors, LLC 0.95% Reduce -2.6% 29,121 $3.6M
Sequoia Financial Advisors, LLC 0.04% Add +751.5% 28,978 $3.6M
First National Bank Sioux Falls 1.63% Add +0.4% 28,767 $3.6M
Ieq Capital, LLC 0.04% Reduce -7.1% 28,708 $3.6M
Bellwether Advisors, LLC 0.69% New 28,699 $3.6M
Richard Bernstein Advisors LLC 0.08% No change 28,309 $3.5M
NewEdge Advisors, LLC 0.02% Reduce -0.5% 28,190 $3.5M
O'ROURKE & COMPANY, Inc 1.73% Add +2.3% 27,741 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 26,914 $3.4M
L & S Advisors Inc 0.39% New 26,718 $3.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -0.4% 26,307 $3.3M
Purus Wealth Management, LLC 1.36% Reduce -1.0% 25,736 $3.2M
Wealthfront Advisers LLC 0.01% Reduce -4.1% 25,449 $3.2M
Glenmede Trust Co. NA 0.01% Reduce -23.7% 25,179 $3.1M
QRG Capital Management, Inc. 0.03% Add +6.7% 25,147 $3.1M
RBF Capital, LLC 0.16% No change 24,990 $3.1M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -7.2% 24,480 $3.1M
Schwartz Investment Counsel Inc. 0.11% Reduce -9.5% 24,781 $3.1M
Northeast Financial Consultants Inc 0.14% Reduce -0.2% 24,731 $3.1M
Interval Partners, LP 0.09% New 24,627 $3.1M
Alps Advisors Inc. 0.02% Reduce -4.3% 23,531 $2.9M
Wealthspire Advisors, LLC 0.03% Add +90.6% 23,320 $2.9M
Cibc World Markets Corp. 0.02% Add +8.2% 23,210 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -21.6% 22,749 $2.8M
Ameliora Wealth Management Ltd. 1.17% Add +1.9% 22,390 $2.8M
Clark Capital Management Group, Inc. 0.02% Add +82.5% 21,873 $2.7M
Beacon Investment Advisory Services, Inc. 0.11% Add +142.1% 21,755 $2.7M
Intech Investment Management LLC 0.03% Reduce -27.2% 21,693 $2.7M
MMBG Investment Advisors Co. 0.28% Add +32.8% 21,644 $2.7M
CoreCap Advisors, LLC 0.13% Reduce -11.1% 21,488 $2.7M
Tealwood Asset Management Inc. 1.16% Reduce -0.2% 21,052 $2.6M
First Manhattan Co. Llc. 0.01% No change 20,869 $2.6M
Illinois Municipal Retirement Fund 0.04% No change 20,807 $2.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +1.5% 20,403 $2.5M
Benjamin Edwards Inc. 0.04% Add +372.4% 20,196 $2.5M
Capital Management Associates 2.80% Add +11.0% 20,129 $2.5M
DRW Securities, LLC 0.14% New 19,911 $2.5M
Choreo, LLC 0.04% Add +2.7% 18,783 $2.5M
Axxcess Wealth Management, LLC 0.06% Reduce -5.9% 19,694 $2.5M
Crescent Park Management, L.P. 1.07% Reduce -49.3% 19,509 $2.4M
Atria Investments, Inc 0.03% Add +112.3% 19,498 $2.4M
Bleakley Financial Group, LLC 0.07% Add +2.7% 19,482 $2.4M
Jump Financial, LLC 0.05% Reduce -53.3% 19,441 $2.4M
Advisors Asset Management, Inc. 0.04% Add +34.1% 19,441 $2.4M
Concurrent Investment Advisors, LLC 0.07% Add +1.8% 19,323 $2.4M
Bank of Nova Scotia 0.00% Reduce -94.2% 19,304 $2.4M
CIBC Asset Management Inc 0.01% Add +4.9% 19,094 $2.4M
Swiss Life Asset Management Ltd 0.03% Reduce -16.9% 19,049 $2.4M
TFB Advisors LLC 0.71% Add +6.2% 19,028 $2.4M
Founders Financial Securities LLC 0.22% Reduce -12.5% 18,945 $2.4M
Mercer Global Advisors Inc. 0.01% Add +6.7% 17,948 $2.4M
Quantinno Capital Management LP 0.03% Add +50.9% 18,854 $2.4M
Grandeur Peak Global Advisors, LLC 0.19% Reduce -2.8% 18,604 $2.3M
Carmel Capital Partners, LLC 0.89% Reduce -4.3% 18,489 $2.3M
Verition Fund Management LLC 0.02% Reduce -20.6% 18,457 $2.3M
DAVENPORT & Co LLC 0.01% Add +320.4% 18,449 $2.3M
Tidal Investments LLC 0.03% Reduce -23.5% 18,400 $2.3M
Cresset Asset Management, LLC 0.01% Add +20.7% 18,324 $2.3M
Hunting Hill Global Capital, LLC 3.18% No change 18,113 $2.3M
Kestra Advisory Services, LLC 0.01% Reduce -12.7% 18,043 $2.3M
Zhang Financial LLC 0.14% Reduce -1.4% 18,013 $2.3M
Greenland Capital Management LP 0.41% Add +84.7% 17,835 $2.2M
Andra AP-fonden 0.03% Reduce -79.9% 17,803 $2.2M
Border to Coast Pensions Partnership Ltd 0.04% New 17,500 $2.2M
Rehmann Capital Advisory Group 0.14% No change 17,249 $2.2M
Beirne Wealth Consulting Services, LLC 0.75% Add +0.1% 17,171 $2.1M
Eagle Rock Investment Company, LLC 0.36% New 17,092 $2.1M
Apollon Wealth Management, LLC 0.06% Add +2.7% 17,049 $2.1M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 17,009 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Add +38.1% 17,009 $2.1M
Rothschild Investment LLC 0.14% Reduce -1.0% 16,831 $2.1M
Corsair Capital Management, L.P. 0.50% Reduce -0.0% 16,830 $2.1M
XTX Topco Ltd 0.15% Reduce -33.9% 16,749 $2.1M
Doliver Advisors, LP 0.57% Reduce -1.1% 16,672 $2.1M
E. Ohman J:or Asset Management AB 0.05% Reduce -5.2% 16,500 $2.1M
Western Financial Corp 1.16% Add +4.1% 16,344 $2.0M
Harbor Investment Advisory, LLC 0.20% Reduce -4.5% 16,149 $2.0M
Gsa Capital Partners LLP 0.15% New 16,127 $2.0M
Edgewood Management LLC 0.01% No change 16,000 $2.0M
Harbor Advisors LLC 0.33% Add +33.5% 15,947 $2.0M
Entropy Technologies, LP 0.21% Reduce -47.0% 15,817 $2.0M
Old Well Partners, LLC 4.26% Add +14.5% 15,800 $2.0M
Register Financial Advisors LLC 1.01% Reduce -2.5% 15,775 $2.0M
M&T Bank Corp 0.01% Reduce -0.4% 15,668 $2.0M
Wellington Shields & Co., LLC 0.59% Add +4.9% 15,565 $1.9M
Prudential Financial Inc. 0.00% Add +27.4% 15,375 $1.9M
IFP Advisors, Inc 0.07% Add +7.3% 15,342 $1.9M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -0.1% 15,200 $1.9M
Manning & Napier Advisors LLC 0.02% Reduce -40.0% 15,000 $1.9M
Prospera Financial Services Inc 0.05% Reduce -3.8% 14,932 $1.9M
LRT Capital Management, LLC 1.71% New 14,715 $1.8M
MML Investors Services, LLC 0.01% Add +23.3% 14,629 $1.8M
Moors & Cabot, Inc. 0.09% Add +8.1% 14,508 $1.8M
Dimension Capital Management LLC 0.34% Add +0.9% 14,446 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.0% 14,413 $1.8M
CIC Wealth, LLC 0.46% Add +0.5% 14,133 $1.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.9% 13,830 $1.7M
OMERS ADMINISTRATION Corp 0.02% No change 13,824 $1.7M
Estate Counselors, LLC 0.18% No change 13,598 $1.7M
Harbour Capital Advisors, LLC 0.39% Reduce -1.4% 12,242 $1.7M
Baldwin Wealth Partners LLC 0.11% Add +1.5% 13,349 $1.7M
Investment Management Corp of Ontario 0.04% Add +49.9% 13,222 $1.7M
Altus Wealth Group LLC 0.69% Add +24.5% 12,985 $1.6M
Ossiam 0.03% Add +9.1% 12,940 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -15.5% 12,837 $1.6M
Orion Porfolio Solutions, LLC 0.02% Add +3.1% 12,791 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +3.1% 12,791 $1.6M
Genesee Capital Advisors, LLC 0.76% Reduce -20.3% 12,666 $1.6M
Stablepoint Partners, LLC 0.29% Reduce -12.1% 12,598 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +4.8% 12,394 $1.5M
Banco Santander, S.A. 0.02% New 12,303 $1.5M
PFG Investments, LLC 0.10% Reduce -2.7% 12,246 $1.5M
Composition Wealth, LLC 0.04% Add +39.4% 12,101 $1.5M
CastleKnight Management LP 0.18% Reduce -81.9% 12,000 $1.5M
Boothbay Fund Management, LLC 0.05% New 12,000 $1.5M
Gunderson Capital Management LLC 0.62% New 11,775 $1.5M
Bridgewater Associates 0.01% Reduce -70.2% 11,759 $1.5M
Townsquare Capital LLC 0.02% Add +12.0% 11,681 $1.5M
Secured Retirement Advisors, LLC 1.04% Add +6.9% 11,613 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.66% Reduce -1.5% 11,426 $1.4M
Raymond James Trust N.A. 0.03% Add +18.5% 11,151 $1.4M
Valley National Advisers Inc. 0.25% Reduce -2.5% 11,140 $1.4M
AXA S.A. 0.00% Add +23.2% 11,071 $1.4M
Templeton & Phillips Capital Management, LLC 1.07% Add +3.0% 11,069 $1.4M
Leonteq Securities AG 0.16% Add +123.3% 11,062 $1.4M
NWK Group, Inc. 0.55% Reduce -6.2% 10,864 $1.4M
SMH Capital Advisors Inc. 8.35% Reduce -4.2% 10,805 $1.3M
First Trust Investment Solutions L.P. 0.15% New 10,757 $1.3M
Kelleher Financial Advisors 0.51% No change 10,748 $1.3M
Private Advisor Group, LLC 0.01% Add +4.1% 10,741 $1.3M
US Bancorp \de 0.00% Add +18.6% 10,727 $1.3M
Exchange Traded Concepts, LLC 0.03% Add +140.2% 10,725 $1.3M
Axq Capital, LP 0.40% Reduce -55.7% 10,707 $1.3M
Arkadios Wealth Advisors 0.08% New 10,656 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -28.0% 10,592 $1.3M
Arete Wealth Advisors, LLC 0.11% Reduce -18.8% 10,587 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -1.7% 10,541 $1.3M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -20.7% 10,381 $1.3M
Bridgeway Capital Management, LLC 0.03% No change 10,270 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 10,205 $1.3M
Centiva Capital, LP 0.06% Reduce -82.2% 10,193 $1.3M
Metis Global Partners, LLC 0.04% Add +8.7% 10,186 $1.3M
Central Bank & Trust Co. 0.18% Reduce -1.4% 10,181 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -95.3% 10,161 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +86.8% 10,097 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +1.8% 9,512 $1.3M
Wedbush Securities Inc. 0.05% Reduce -57.3% 10,017 $1.3M
Senvest Management, LLC 0.04% New 10,000 $1.2M
&partners 0.02% Add +163.8% 9,904 $1.2M
Venator Management LLC 0.36% Reduce -41.1% 9,865 $1.2M
Global Retirement Partners, LLC 0.04% Reduce -3.6% 9,834 $1.2M
J.W. Cole Advisors, Inc. 0.05% Reduce -0.3% 9,757 $1.2M
UniSuper Management Pty Ltd 0.01% Reduce -12.1% 9,700 $1.2M
Westover Capital Advisors, LLC 0.23% Reduce -7.8% 9,660 $1.2M
D.A. Davidson & Co. 0.01% Add +109.2% 9,630 $1.2M
Gould Capital, LLC 0.79% New 9,559 $1.2M
Kestra Investment Management, LLC 0.05% New 9,543 $1.2M
DSM Capital Partners LLC 0.02% Reduce -1.7% 9,504 $1.2M
Summit Securities Group LLC 0.75% New 9,500 $1.2M
Calamos Advisors LLC 0.01% No change 9,250 $1.2M
SpiderRock Advisors, LLC 0.02% Reduce -33.7% 9,175 $1.1M
Capricorn Fund Managers Ltd 0.77% Add +29.3% 9,105 $1.1M
National Bank of Canada 0.00% Add +11.9% 9,089 $1.1M
Capital International Sarl 0.03% Add +53.1% 8,982 $1.1M
Signaturefd, LLC 0.02% Reduce -0.8% 8,973 $1.1M
Vident Advisory, LLC 0.03% Add +15.8% 8,796 $1.1M
Great Lakes Retirement, Inc. 0.14% Add +4.1% 8,669 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -9.7% 8,662 $1.1M
Waterfront Wealth Inc. 0.27% No change 7,428 $1.1M
AlphaQuest LLC 0.10% New 8,641 $1.1M
Red Door Wealth Management, LLC 0.18% No change 8,617 $1.1M
Hamilton Capital Partners Inc. 0.09% Reduce -14.2% 8,609 $1.1M
Argent Trust Co 0.04% Add +231.0% 8,607 $1.1M
Cinctive Capital Management LP 0.06% Reduce -87.4% 8,594 $1.1M
PGGM Investments 0.01% No change 8,593 $1.1M
Samalin Investment Counsel, LLC 0.47% Reduce -1.3% 8,563 $1.1M
Williamson Legacy Group, LLC 0.71% Reduce -12.4% 8,515 $1.1M
Avantax Advisory Services, Inc. 0.01% Reduce -54.8% 8,514 $1.1M
AE Wealth Management LLC 0.01% Add +141.7% 8,511 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -6.1% 8,406 $1.0M
Private Wealth Partners, LLC 0.08% Add +104.6% 8,390 $1.0M
First Hawaiian Bank 0.03% No change 8,299 $1.0M
Hilltop Holdings Inc. 0.07% Add +132.6% 8,256 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -77.9% 8,051 $1.0M
Beacon Pointe Advisors, LLC 0.01% Add +2.5% 8,034 $1.0M
Quent Capital, LLC 0.10% Reduce -0.9% 8,022 $1.0M
Point72 Asia (Singapore) Pte. Ltd. 0.19% Reduce -83.0% 8,016 $1.0M
Baker Tilly Wealth Management, LLC 0.44% Add +17.0% 8,013 $1.0M
Triumph Capital Management 0.36% New 8,000 $999K
Wolverine Trading, LLC 0.03% Add +24.9% 7,897 $994K
Meeder Advisory Services, Inc. 0.06% Reduce -3.9% 7,928 $990K
McDonald Partners LLC 0.25% Reduce -2.7% 7,919 $989K
Laurion Capital Management LP 0.06% Reduce -76.9% 7,853 $981K
nVerses Capital, LLC 0.45% New 7,800 $974K
Brave Asset Management Inc. 0.24% No change 7,778 $972K
First Trust Direct Indexing L.P. 0.05% Add +21.6% 7,667 $958K
Islay Capital Management, LLC 0.65% No change 7,662 $957K
Applied Finance Capital Management, LLC 0.04% Reduce -3.0% 7,608 $950K
Alberta Investment Management Corp 0.01% No change 7,600 $949K
Group One Trading LLC 0.04% Reduce -97.3% 7,576 $946K
Jaffetilchin Investment Partners, LLC 0.07% Reduce -0.9% 7,521 $939K
Lecap Asset Management Ltd. 0.20% New 7,510 $938K
YHB Investment Advisors, Inc. 0.08% Add +7.5% 7,498 $937K
Park Place Capital Corp 0.27% Reduce -19.9% 7,449 $930K
Stonegate Investment Group, LLC 0.02% Reduce -2.0% 7,423 $927K
Nippon Life Global Investors Americas, Inc. 0.04% Reduce -98.0% 7,400 $924K
Yousif Capital Management, LLC 0.01% Reduce -0.9% 7,371 $921K
New York Life Investment Management LLC 0.01% Reduce -0.5% 7,352 $918K
Rakuten Investment Management, Inc. 0.01% Add +33.2% 7,287 $917K
BBR Partners, LLC 0.07% No change 7,326 $915K
GAMCO Investors 0.01% Add +25.0% 7,250 $906K
Virtus Advisers, LLC 0.42% Reduce -3.4% 7,248 $905K
Vestcor Inc 0.03% No change 7,233 $903K
Sfmg, LLC 0.07% Add +1.1% 7,220 $902K
Hohimer Wealth Management, LLC 0.19% Add +3.6% 7,162 $895K
Fiduciary Group, LLC 0.09% Reduce -1.0% 7,124 $890K
TriaGen Wealth Management LLC 0.30% Reduce -9.8% 7,122 $890K
U S Global Investors Inc. 0.09% Reduce -52.7% 7,100 $887K
Vontobel Holding Ltd. 0.00% Reduce -64.6% 6,918 $864K
Carroll Investors, Inc 0.57% Add +7.9% 6,906 $864K
Fifth Third Bancorp 0.00% Add +732.0% 6,881 $860K
World Investment Advisors 0.03% Add +1.8% 6,823 $852K
TBH Global Asset Management, LLC 0.18% No change 6,788 $848K
Stratos Wealth Partners, LTD. 0.01% Add +0.7% 6,660 $832K
Avitas Wealth Management LLC 0.12% Reduce -7.0% 6,649 $831K
Cornercap Investment Counsel Inc. 0.25% Reduce -27.8% 6,646 $830K
Natixis Investment Managers International 0.06% Reduce -23.0% 6,625 $828K
Cwm, LLC 0.00% Reduce -14.3% 6,611 $826K
SeaCrest Wealth Management, LLC 0.09% No change 6,585 $823K
Merrion Investment Management Co, LLC 0.54% No change 6,575 $821K
Renasant Bank 0.54% Reduce -22.2% 6,562 $820K
Tempus Wealth Planning, LLC 0.30% Reduce -11.5% 6,550 $818K
GYL Financial Synergies, LLC 0.06% Reduce -1.2% 6,537 $817K
Whittier Trust Co. 0.01% No change 6,532 $816K
Kendall Capital Management 0.24% Reduce -5.0% 6,350 $793K
Quotient Wealth Partners, LLC 0.03% Reduce -20.6% 6,288 $785K
Performance Wealth Partners, LLC 0.03% Add +211.1% 6,222 $777K
Acadian Asset Management LLC 0.00% Reduce -93.3% 6,236 $777K
Prudential PLC 0.00% No change 6,117 $764K
LSP Investment Advisors, LLC 0.40% No change 6,000 $749K
Cary Street Partners Investment Advisory LLC 0.03% Add +0.3% 5,851 $731K
Menard Financial Group LLC 0.47% Add +1.3% 5,761 $720K
Abn Amro Investment Solutions 0.01% Reduce -6.8% 5,731 $716K
Maven Securities LTD 0.08% Reduce -27.4% 5,725 $715K
Cooper Financial Group 0.09% Add +112.3% 5,685 $710K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -63.0% 5,678 $709K
Chicago Capital, LLC 0.02% Add +1.2% 5,675 $709K
Carson Advisory Inc. 0.44% Reduce -2.6% 5,659 $707K
Equitable Holdings, Inc. 0.01% Add +4.7% 5,639 $704K
Tower Research Capital LLC (TRC) 0.02% Reduce -94.2% 5,595 $699K
Meiji Yasuda Asset Management Co Ltd. 0.03% No change 5,509 $688K
EP Wealth Advisors, LLC 0.01% Add +61.7% 5,456 $681K
Wellington Management Group LLP 0.00% Reduce -97.5% 5,423 $677K
Linden Thomas Advisory Services, LLC 0.09% Reduce -0.8% 5,358 $669K
Zions Bancorporation, N.A. 0.05% Add +237.4% 5,335 $666K
Wedmont Private Capital 0.04% Reduce -3.8% 4,931 $662K
WINTON GROUP Ltd 0.05% New 5,269 $658K
Lazard Asset Management LLC 0.00% Add +40.6% 5,239 $653K
Cigna Investments Inc. 0.11% Add +1.8% 5,166 $645K
Forum Financial Management, LP 0.01% Add +0.0% 5,142 $642K
Abbot Financial Management, Inc. 0.32% No change 5,100 $637K
Independent Financial Group, LLC 0.02% Add +17.6% 5,054 $631K
Dividend Assets Capital, LLC 0.12% Add +3.5% 5,037 $629K
Mill Creek Capital Advisors, LLC 0.02% Reduce -36.3% 5,009 $626K
Fort Point Capital Partners LLC 0.08% No change 5,005 $625K
Perigon Wealth Management, LLC 0.02% Add +13.1% 5,004 $625K
Cannon Global Investment Management, LLC 1.49% New 5,000 $625K
Westmount Partners, LLC 0.19% No change 5,000 $625K
Compass Ion Advisors, LLC 0.08% Reduce -0.2% 4,942 $617K
Cozad Asset Management Inc. 0.06% Reduce -45.7% 4,942 $617K
Seelaus Asset Management LLC 0.58% Reduce -7.9% 4,935 $616K
Sapient Capital LLC 0.01% No change 4,932 $616K
Unigestion Holding SA 0.03% New 4,874 $609K
Element Pointe Advisors, LLC 0.15% Reduce -1.2% 4,873 $609K
Lido Advisors, LLC 0.00% Add +1.1% 4,872 $609K
Crestline Management, L.P. 0.03% New 4,855 $606K
Angeles Wealth Management, LLC 0.05% Add +11.5% 4,823 $602K
FJ Capital Management LLC 0.06% New 4,781 $597K
Obermeyer Wealth Partners 0.03% No change 4,779 $597K
Bridgefront Capital, LLC 0.23% Add +132.9% 4,762 $595K
TrinityBridge Ltd 0.02% No change 4,700 $587K
Fort Sheridan Advisors LLC 0.09% Add +3.5% 4,678 $584K
Ballentine Partners, LLC 0.01% Add +82.1% 4,670 $583K
Kintegral Advisory, LLC 0.05% Reduce -1.3% 4,667 $583K
Naples Global Advisors, LLC 0.05% Reduce -1.4% 4,660 $582K
United Capital Financial Advisors, LLC 0.00% Reduce -2.3% 4,620 $577K
Morningstar Investment Management LLC 0.06% New 4,081 $577K
Chesley Taft & Associates LLC 0.03% Reduce -35.4% 4,600 $575K
HB Wealth Management, LLC 0.01% Add +12.3% 4,589 $573K
Ascentis Independent Advisors 0.09% Add +41.8% 4,543 $567K
Moody National Bank Trust Division 0.06% Reduce -60.3% 4,525 $565K
Schwarz Dygos Wheeler Investment Advisors LLC 0.14% No change 4,433 $554K
Leavell Investment Management, Inc. 0.03% Add +4.8% 4,400 $550K
Davies Financial Advisors, Inc. 0.48% Add +0.1% 4,393 $549K
Ellevest, Inc. 0.03% Reduce -27.6% 4,384 $548K
Navellier & Associates Inc. 0.07% Reduce -23.9% 4,362 $545K
SG Americas Securities, LLC 0.00% New 4,348 $543K
Regent Peak Wealth Advisors LLC 0.12% Add +1.1% 4,342 $542K
Quantum Portfolio Management LLC 0.29% Add +1.2% 4,330 $541K
Siemens Fonds Invest GmbH 0.04% Add +117.8% 4,307 $538K
Great Diamond Partners, LLC 0.14% New 4,296 $537K
VAUGHAN & Co SECURITIES, INC. 0.32% Reduce -2.1% 4,285 $535K
Calydon Capital 0.09% No change 4,474 $528K
Baird Financial Group, Inc. 0.00% Reduce -14.7% 4,214 $526K
Old National Bancorp 0.01% Reduce -10.9% 4,212 $526K
FineMark National Bank & Trust 0.02% Add +2.0% 4,201 $525K
Proficio Capital Partners LLC 0.05% Reduce -5.4% 4,180 $522K
Caprock Group, LLC 0.02% Reduce -4.7% 4,029 $503K
Wilmington Savings Fund Society, FSB 0.01% New 4,027 $503K
InTrack Investment Management Inc 0.36% Add +56.2% 4,021 $502K
Achmea Investment Management B.V. 0.01% No change 4,016 $501K
CIBC Private Wealth Group LLC 0.00% Add +0.9% 4,009 $501K
Stonebridge Financial Planning Group, LLC 0.24% No change 4,000 $500K
Capital Advisors Inc. 0.01% No change 4,000 $500K
ProVise Management Group, LLC 0.04% Reduce -2.5% 3,943 $493K
Poplar Forest Capital LLC 0.07% Reduce -2.5% 3,921 $490K
Shepherd Financial Partners LLC 0.06% No change 3,908 $488K
Net Worth Advisory Group 0.14% — 3,901 $487K
Stone Summit Wealth LLC 0.16% No change 3,875 $484K
Northwest & Ethical Investments L.P. 0.01% Add +11.7% 3,831 $479K
Chicago Partners Investment Group LLC 0.02% Add +11.7% 3,322 $477K
Fulton Bank, N.A. 0.02% Reduce -1.3% 3,798 $474K
Cary Street Partners Asset Management LLC 0.06% No change 3,764 $470K
Thoroughbred Financial Services, LLC 0.03% Add +0.4% 3,765 $470K
Emerald Advisers, LLC 0.02% Reduce -32.7% 3,737 $467K
Guggenheim Capital LLC 0.00% Add +23.7% 3,736 $467K
Lanark Financial, Inc. 0.04% Reduce -7.4% 3,734 $466K
Larson Financial Group LLC 0.03% Reduce -21.2% 3,688 $461K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 3,657 $457K
Level Four Advisory Services, LLC 0.02% Reduce -1.8% 3,159 $453K
Catalyst Funds Management Pty Ltd 0.10% Add +80.0% 3,600 $450K
Valued Retirements, Inc. 0.62% No change 3,597 $449K
Smith, Moore & Co. 0.04% Add +31.1% 3,585 $448K
Freedom Investment Management, Inc. 0.04% Reduce -4.0% 3,557 $444K
Crossmark Global Holdings, Inc. 0.01% Reduce -20.9% 3,509 $438K
CWA Asset Management Group, LLC 0.02% — 3,505 $438K
Evergreen Capital Management LLC 0.01% Reduce -2.0% 3,500 $437K
Aft, Forsyth & Company, Inc. 0.22% No change 3,500 $437K
Park Avenue Securities LLC 0.00% Reduce -12.7% 3,447 $431K
Snowden Capital Advisors LLC 0.01% Reduce -21.6% 3,444 $430K
Exencial Wealth Advisors, LLC 0.02% New 3,424 $428K
Parallel Advisors, LLC 0.01% Add +2.3% 3,413 $426K
Kovack Advisors, Inc. 0.04% Add +8.8% 3,404 $425K
Lindbrook Capital, LLC 0.04% Add +60.1% 3,399 $425K
Checchi Capital Advisers, LLC 0.03% Reduce -4.2% 3,397 $424K
HighPoint Advisor Group LLC 0.02% Reduce -3.1% 3,003 $423K
Integrated Advisors Network LLC 0.02% Reduce -0.8% 3,386 $423K
Centaurus Financial, Inc. 0.03% Reduce -6.4% 3,341 $417K
Evercore Wealth Management, LLC 0.01% No change 3,330 $416K
Jones Financial Companies LLLP 0.00% Add +304.2% 3,306 $416K
Debussy Capital Management LP 0.12% Reduce -0.3% 3,311 $414K
Nations Financial Group Inc, /Ia/ 0.03% Add +5.4% 3,238 $404K
Dynamic Advisor Solutions LLC 0.01% Add +24.8% 3,228 $403K
IHT Wealth Management, LLC 0.01% Add +1.2% 3,213 $401K
Great Valley Advisor Group, Inc. 0.01% Add +18.1% 3,207 $401K
Chiron Investment Management, LLC 0.14% New 3,178 $397K
OneDigital Investment Advisors LLC 0.00% Add +1.1% 3,155 $394K
Great Lakes Advisors, LLC 0.00% Reduce -34.8% 3,137 $392K
Principal Securities, Inc. 0.01% Add +43.8% 3,107 $388K
GenTrust, LLC 0.02% New 3,081 $385K
Resonant Capital Advisors, LLC 0.03% Add +0.1% 3,058 $382K
Cynosure Group, LLC 0.06% Reduce -5.8% 3,035 $379K
Visionary Wealth Advisors 0.02% Add +29.2% 3,034 $379K
Blue Trust, Inc. 0.00% Add +230.7% 3,208 $379K
Captrust Financial Advisors 0.00% Reduce -28.1% 3,009 $376K
Dudley Capital Management, LLC 0.20% No change 3,000 $375K
Main Street Group, LTD 0.17% Add +3.4% 2,993 $374K
Gilbert & Cook, Inc. 0.05% Reduce -21.7% 2,985 $373K
Kingsview Wealth Management, LLC 0.01% Reduce -13.4% 2,984 $373K
Sunflower Bank, N.A. 0.10% Reduce -1.4% 2,983 $373K
Inscription Capital, LLC 0.06% Add +1.9% 2,967 $371K
International Assets Investment Management, LLC 0.03% Reduce -2.4% 2,964 $370K
Banco BTG Pactual S.A. 0.10% Reduce -72.9% 2,924 $365K
Regions Financial Corp. 0.00% Add +9.8% 2,922 $365K
Bradley Foster & Sargent Inc. 0.01% No change 2,903 $363K
CCG Wealth Management, LLC 0.20% Reduce -1.3% 2,882 $360K
Abacus Planning Group, Inc. 0.06% No change 2,820 $352K
Arbor Investment Advisors, LLC 0.05% No change 2,800 $350K
FFT Wealth Management LLC 0.03% Reduce -5.3% 2,797 $349K
Powell Investment Advisors, LLC 0.16% No change 2,791 $349K
Scotia Capital Inc. 0.00% Add +25.7% 2,787 $348K
Wambolt & Associates, LLC 0.09% Reduce -10.9% 2,620 $346K
Coldstream Capital Management Inc. 0.01% Add +37.2% 2,587 $346K
Kingswood Wealth Advisors, LLC 0.02% New 2,730 $343K
Aaron Wealth Advisors LLC 0.04% Add +8.3% 2,726 $341K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -84.7% 2,723 $340K
Hollencrest Capital Management 0.01% Add +0.1% 2,712 $339K
Plan Group Financial, LLC 0.18% New 2,696 $337K
Cyndeo Wealth Partners, LLC 0.02% Add +3.0% 2,687 $336K
Laffer Tengler Investments, Inc. 0.08% New 2,664 $333K
Carolinas Wealth Consulting LLC 0.06% Add +23.2% 2,660 $332K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.4% 2,656 $332K
Summit Financial, LLC 0.01% New 2,635 $329K
Arax Advisory Partners 0.03% Add +1113.4% 2,633 $329K
SageView Advisory Group, LLC 0.02% Reduce -15.5% 2,628 $328K
Atlas Private Wealth Advisors 0.05% No change 2,600 $325K
Johnson Financial Group, Inc. 0.01% Reduce -0.9% 2,583 $323K
Capstone Investment Advisors, LLC 0.01% New 2,544 $318K
Sigma Planning Corp 0.01% Reduce -2.0% 2,541 $317K
Integrated Wealth Concepts LLC 0.00% Reduce -9.6% 2,532 $316K
Insigneo Advisory Services, LLC 0.03% New 2,530 $316K
Howard Capital Management, LLC 0.01% New 2,513 $314K
GAMMA Investing LLC 0.03% Add +4.7% 2,508 $313K
Opal Wealth Advisors, LLC 0.10% Reduce -20.4% 2,507 $313K
Helios Capital Management Pte. Ltd. 0.19% No change 2,500 $312K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,500 $312K
Brown Brothers Harriman & Co. 0.00% Add +1.2% 2,493 $311K
Pegasus Partners Ltd. 0.03% New 2,489 $311K
Touchstone Capital, Inc. 0.47% No change 2,478 $310K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.6% 2,392 $299K
New Century Financial Group, LLC 0.11% Reduce -19.1% 2,378 $297K
Moss Adams Wealth Advisors LLC 0.03% Add +17.8% 2,358 $295K
Chickasaw Capital Management LLC 0.01% No change 2,328 $291K
AXS Investments LLC 0.08% No change 2,300 $287K
Delta Asset Management LLC 0.02% No change 2,300 $287K
Aviso Wealth Management 0.15% Reduce -5.5% 2,276 $284K
Cercano Management LLC 0.01% New 2,259 $282K
Jackson Square Capital, LLC 0.07% New 2,238 $280K
CFM Wealth Partners LLC 0.05% Reduce -29.9% 2,207 $276K
Knightsbridge Asset Management, LLC 0.06% Reduce -4.4% 2,169 $271K
American Trust 0.02% Reduce -25.2% 2,166 $271K
Forte Capital LLC 0.03% Add +1.6% 2,163 $270K
Westpac Banking Corp. 0.02% No change 2,159 $270K
PFG Advisors 0.02% Reduce -17.0% 2,131 $266K
LGT Group Foundation 0.00% No change 2,000 $265K
Seven Post Investment Office LP 0.04% No change 2,120 $265K
Canada Pension Plan Investment Board 0.00% Reduce -94.0% 2,113 $264K
Marcum Wealth, LLC 0.02% Reduce -11.6% 2,080 $260K
Northside Capital Management, LLC 0.04% No change 2,072 $259K
Lake Street Advisors Group, LLC 0.01% No change 2,054 $257K
Slow Capital, Inc. 0.04% No change 2,040 $255K
Autumn Glory Partners, LLC 0.10% New 2,013 $255K
Smithfield Trust Co 0.01% Add +4.7% 2,036 $253K
TrinityPoint Wealth, LLC 0.04% Reduce -31.7% 2,020 $252K
Aptus Capital Advisors, LLC 0.00% New 2,002 $250K
Carl P. Sherr & Co., LLC 0.13% No change 2,000 $250K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,000 $250K
North Star Investment Management Corp. 0.02% No change 2,000 $250K
SouthState Bank Corp 0.02% No change 2,000 $250K
ZWJ Investment Counsel Inc. 0.01% No change 2,000 $250K
Blake Schutter Theil Wealth Advisors, LLC 0.18% — 1,986 $248K
Sand Hill Global Advisors, LLC 0.01% No change 1,985 $248K
Hilltop National Bank 0.07% No change 1,970 $246K
Atlas Capital Advisors Inc. 0.04% Reduce -29.5% 1,962 $245K
V-Square Quantitative Management LLC 0.04% Add +57.5% 1,961 $245K
Merit Financial Group, LLC 0.01% Reduce -32.9% 1,957 $245K
M3 Advisory Group, LLC 0.18% Reduce -38.4% 1,937 $242K
Integrated Investment Consultants, LLC 0.05% Reduce -34.0% 1,935 $242K
Independent Advisor Alliance 0.01% Reduce -1.7% 1,932 $241K
Faithward Advisors, LLC 0.04% Reduce -1.5% 1,927 $241K
Flagship Harbor Advisors, LLC 0.01% Add +4.3% 1,915 $239K
Pittenger & Anderson Inc. 0.01% Add +111.1% 1,900 $237K
Smartleaf Asset Management LLC 0.03% Add +129.4% 1,886 $237K
Greenleaf Trust 0.00% Add +1.3% 1,886 $236K
Iron Horse Wealth Management, LLC 0.08% Reduce -5.7% 1,871 $234K
Arlington Trust Co LLC 0.05% No change 1,871 $234K
Claro Advisors Inc. 0.03% Add +5.7% 1,869 $233K
Moneco Advisors, LLC 0.03% Add +0.1% 1,838 $230K
Portland Global Advisors LLC 0.03% No change 1,800 $225K
Greenwood Gearhart LLC 0.02% No change 1,800 $225K
Caisse de depot et placement du Quebec 0.00% No change 1,800 $225K
J.Safra Asset Management Corp 0.02% Add +75.4% 1,782 $224K
Nebula Research & Development LLC 0.03% Reduce -52.2% 1,783 $223K
JFG Wealth Management, LLC 0.06% Reduce -0.7% 1,782 $223K
Walled Lake Planning & Wealth Management, LLC 0.08% Add +0.3% 1,776 $222K
Graypoint LLC 0.01% Add +0.4% 1,775 $222K
Quadrant Capital Group LLC 0.02% Reduce -1.7% 1,755 $219K
Main Street Research LLC 0.01% New 1,733 $217K
MGB Wealth Management, LLC 0.08% Add +0.1% 1,730 $216K
Fisher Asset Management 0.00% New 1,721 $215K
Profund Advisors LLC 0.01% New 1,702 $213K
Darden Wealth Group Inc 0.15% No change 1,700 $212K
United Advisor Group, LLC 0.05% No change 1,700 $212K
Columbia Bank 0.08% New 1,699 $212K
Tanager Wealth Management LLP 0.03% New 1,679 $210K
Fielder Capital Group LLC 0.07% Reduce -38.1% 1,677 $209K
Morningstar Investment Services LLC 0.00% New 1,662 $209K
Diversify Advisory Services, LLC 0.01% New 1,449 $209K
Tower Wealth Partners, Inc. 0.12% New 1,669 $208K
Godshalk Welsh Capital Management, Inc. 0.13% New 1,655 $207K
Farther Finance Advisors, LLC 0.01% Reduce -18.5% 1,648 $206K
Cardiff Park Advisors, LLC 0.02% New 1,645 $205K
Transcend Capital Advisors, LLC 0.01% New 1,645 $205K
Kolinsky Wealth Management, LLC 0.13% New 1,626 $203K
AlphaStar Capital Management, LLC 0.02% Reduce -14.9% 1,619 $202K
L2 Asset Management, LLC 0.05% New 1,614 $202K
Vise Technologies, Inc. 0.03% New 1,607 $201K
Alta Advisers Ltd 0.09% No change 1,600 $200K
Private Trust Co. NA 0.02% Reduce -3.5% 1,581 $197K
Ostrum Asset Management 0.02% Add +1.3% 1,576 $197K
Paradigm Asset Management Co. LLC 0.05% No change 1,456 $182K
Brooklyn Investment Group 0.06% New 1,413 $176K
Armstrong Advisory Group, Inc. 0.01% No change 1,300 $162K
TCTC Holdings, LLC 0.01% Reduce -7.6% 1,259 $157K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5472.7% 1,226 $153K
Covestor Ltd 0.10% Add +1.1% 1,221 $153K
Spire Wealth Management 0.01% Reduce -5.7% 1,223 $153K
Allianz SE 0.00% No change 1,200 $150K
Cape Investment Advisory, Inc. 0.06% No change 1,179 $147K
Capital Analysts, LLC 0.01% No change 1,173 $147K
Heritage Wealth Advisors 0.01% Add +10.0% 1,100 $137K
SOA Wealth Advisors, LLC. 0.03% No change 1,077 $135K
Future Financial Wealth Managment LLC 0.09% New 1,000 $125K
Granite FO LLC 0.07% New 950 $119K
Blue Chip Partners, LLC 0.01% Add +0.3% 924 $115K
Wintrust Investments LLC 0.08% Reduce -89.9% 882 $110K
TD Private Client Wealth LLC 0.00% Reduce -3.8% 865 $108K
Western Pacific Wealth Management, LP 0.07% Reduce -11.9% 807 $101K
Chesapeake Asset Management LLC 0.09% No change 800 $100K
Montag A & Associates Inc. 0.00% No change 800 $100K
WASHINGTON TRUST Co 0.00% No change 757 $95K
Allworth Financial LP 0.00% Add +14.3% 729 $91K
Bogart Wealth, LLC 0.00% No change 722 $90K
Cornerstone Planning Group LLC 0.02% Reduce -2.8% 592 $86K
Moser Wealth Advisors, LLC 0.04% No change 676 $84K
Huntington National Bank 0.00% Reduce -9.1% 672 $84K
Clearstead Advisors, LLC 0.00% Add +39.6% 666 $83K
Truvestments Capital LLC 0.02% New 665 $83K
Fourpath Capital Management, LLC 0.01% New 640 $80K
GeoWealth Management, LLC 0.00% New 630 $79K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.0% 629 $79K
Bessemer Group Inc. 0.00% Reduce -56.9% 611 $76K
Parkside Financial Bank & Trust 0.01% Reduce -42.1% 547 $68K
Mowery & Schoenfeld Wealth Management, LLC 0.11% No change 534 $67K
Concourse Financial Group Securities, Inc. 0.00% Add +10.7% 527 $66K
Sunbelt Securities, Inc. 0.01% No change 484 $60K
Cassady Schiller Wealth Management, LLC 0.02% No change 456 $57K
McIlrath & Eck, LLC 0.01% No change 454 $57K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.0% 433 $54K
Riverview Trust Co 0.05% Add +3.0% 413 $52K
Washington Trust Advisors, Inc. 0.00% Reduce -3.8% 404 $50K
Asset Dedication, LLC 0.00% No change 384 $48K
Pension & Wealth Management Advisors, Inc. 0.02% New 381 $48K
FWL Investment Management, LLC 0.02% No change 381 $48K
CVA Family Office, LLC 0.01% Add +2.8% 374 $47K
Oarsman Capital, Inc. 0.01% New 364 $45K
WR Wealth Planners, LLC 0.01% Add +177.1% 363 $45K
Compass Wealth Management LLC 0.01% Reduce -22.4% 346 $43K
Paloma Partners Management Co 0.00% Reduce -99.3% 322 $40K
Cullen/Frost Bankers, Inc. 0.00% Add +5.3% 316 $39K
Silicon Valley Capital Partners 0.01% Add +0.7% 311 $39K
Ancora Advisors LLC 0.00% No change 310 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -33.8% 307 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +172.7% 300 $37K
Monetary Management Group Inc. 0.01% No change 300 $37K
Concord Wealth Partners 0.01% No change 300 $37K
Jamison Private Wealth Management, Inc. 0.01% No change 298 $37K
Glen Eagle Advisors, LLC 0.01% No change 288 $36K
Compagnie Lombard Odier SCmA 0.00% New 280 $35K
Colonial Trust Co / SC 0.01% No change 271 $34K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -38.6% 269 $34K
Salomon & Ludwin, LLC 0.00% No change 263 $33K
Plato Investment Management Ltd 0.00% No change 248 $31K
AdvisorNet Financial, Inc 0.00% Add +25.3% 238 $30K
Bfsg, LLC 0.00% No change 230 $29K
Carmichael Hill & Associates, Inc. 0.01% Add +36.4% 225 $28K
Hexagon Capital Partners LLC 0.01% Reduce -49.8% 219 $27K
First Horizon Advisors, Inc. 0.00% Add +14.6% 204 $25K
Legacy Investment Solutions, LLC 0.01% — 150 $25K
Legacy Wealth Managment, LLC 0.01% — 150 $25K
Groupama Asset Managment 0.00% New 243 $24K
Goodman Advisory Group, LLC 0.01% No change 184 $23K
Wolff Wiese Magana LLC 0.02% New 183 $23K
Roble, Belko & Company, Inc 0.00% No change 176 $22K
JFS Wealth Advisors, LLC 0.00% Add +2.5% 167 $21K
MCF Advisors LLC 0.00% New 165 $21K
Versant Capital Management, Inc 0.00% Add +52.8% 165 $21K
Harbour Investments, Inc. 0.00% Reduce -25.8% 161 $20K
Meeder Asset Management Inc. 0.00% Reduce -3.7% 155 $19K
Towne Trust Company, N.A 0.01% No change 132 $16K
TFC Financial Management, Inc. 0.00% No change 128 $16K
Annapolis Financial Services, LLC 0.00% No change 125 $16K
Fortitude Family Office, LLC 0.01% No change 113 $14K
Archer Investment Corp 0.00% No change 112 $14K
Kimelman & Baird, LLC 0.00% No change 112 $14K
Crewe Advisors LLC 0.00% New 111 $14K
American National Bank & Trust 0.00% No change 110 $14K
Global Financial Private Client, LLC 0.01% New 107 $13K
TD Capital Management LLC 0.00% No change 104 $13K
Naples Money Management LLC 0.01% No change 100 $12K
Mb, Levis & Associates, LLC 0.01% No change 100 $12K
Bartlett & Co. Wealth Management LLC 0.00% New 100 $12K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.0% 96 $12K
Grove Bank & Trust 0.00% No change 92 $11K
Clear Point Advisors Inc. 0.01% No change 89 $11K
Avior Wealth Management, LLC 0.00% No change 85 $11K
Olistico Wealth, LLC 0.01% New 80 $10K
MV Capital Management, Inc. 0.00% Add +73.9% 80 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 75 $9K
Anchor Investment Management, LLC 0.00% New 75 $9K
Mather Group, Llc. 0.00% Reduce -89.8% 74 $9K
Hemington Wealth Management 0.00% New 67 $9K
Tucker Asset Management LLC 0.00% No change 72 $9K
Salem Investment Counselors Inc. 0.00% New 65 $8K
Bell Investment Advisors, Inc 0.00% No change 64 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 64 $8K
ORG Partners LLC 0.00% Reduce -8.7% 63 $8K
Sachetta, LLC 0.00% Reduce -17.3% 62 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 57 $7K
Bruce G. Allen Investments, LLC 0.01% Reduce -8.8% 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
Avion Wealth 0.00% Add +10.6% 52 $6K
Capital Advisors, Ltd. LLC 0.00% Add +2.3% 45 $6K
Voisard Asset Management Group, Inc. 0.00% Add +9.3% 47 $6K
SJS Investment Consulting Inc. 0.00% Reduce -4.3% 45 $6K
Penserra Capital Management LLC 0.00% Reduce -98.7% 48 $5K
Red Tortoise LLC 0.00% No change 38 $5K
Earned Wealth Advisors, LLC 0.00% New 37 $5K
DT Investment Partners, LLC 0.00% New 35 $4K
Eagle Bay Advisors LLC 0.00% Reduce -3.3% 29 $4K
ClariVest Asset Management LLC 0.00% No change 27 $3K
Mendota Financial Group, LLC 0.00% New 25 $3K
Venturi Wealth Management, LLC 0.00% Reduce -74.5% 25 $3K
Highline Wealth Partners LLC 0.00% Add +64.3% 23 $3K
Bokf, NA 0.00% No change 21 $3K
Aviso Financial Inc. 0.00% No change 22 $3K
Geneos Wealth Management Inc. 0.00% Add +90.9% 21 $3K
Colonial Trust Advisors 0.00% No change 20 $2K
Raleigh Capital Management Inc. 0.00% No change 15 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -73.7% 15 $2K
Pacer Advisors, Inc. 0.00% New 10 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 15 $1K
Claris Advisors, LLC / Mo / 0.00% New 8 $999
Laurel Wealth Advisors LLC 0.00% No change 7 $875
Richardson Financial Services Inc. 0.00% New 6 $749
Riggs Asset Managment Co. Inc. 0.00% Reduce -81.8% 4 $500
Abound Wealth Management 0.00% No change 4 $485
Rosenberg Matthew Hamilton 0.00% No change 3 $375
Quarry LP 0.00% New 1 $125

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