Apollo Global ManagementAPO

13F holders, Q4 2024 (December 31)
1,119holders +173
190new positions
64sold out
15famous investors
$165.13avg. 13F price*

At the end of Q4 2024, 1,119 institutions reported holding Apollo Global Management Inc. (APO) in their 13F filings, up 173 from Q3 2024. 190 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($7.5B), BlackRock, Inc. ($5.7B) and Capital World Investors ($5.2B). 15 famous investors held it, including Leon Cooperman (8.7% of Omega Advisors (Leon Cooperman)'s portfolio), Chase Coleman (7.7% of Tiger Global Management's portfolio) and Lee Ainslie (1.7% of Maverick Capital'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions190$1.3B
Exits64$612.1M

All 13F filers, Q3 2024 → Q4 2024: 65,477,457 shares bought and 35,698,492 shares sold, net +29,778,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,119 holders

Vanguard Group Inc. 0.13% Add +8.9% 45,135,384 $7.5B
BlackRock, Inc. 0.11% Add +45.7% 34,260,827 $5.7B
Capital World Investors 0.79% Add +0.2% 31,599,865 $5.2B
FMR LLC 0.19% Reduce -1.7% 19,645,119 $3.2B
State Street Corp. 0.12% Add +77.4% 18,765,592 $3.1B
Tiger Global Management 7.66% Reduce -0.1% 12,272,324 $2.0B
Capital International Investors 0.34% Add +0.3% 10,960,922 $1.8B
Geode Capital Management, LLC 0.12% Add +64.7% 9,413,245 $1.6B
National Philanthropic Trust 20.06% Reduce -1.5% 8,424,859 $1.4B
Franklin Resources Inc. 0.39% Reduce -2.8% 8,414,581 $1.4B
Norges Bank 0.17% Reduce -13.9% 7,887,782 $1.3B
Capital Research Global Investors 0.25% Reduce -22.7% 7,452,716 $1.2B
Morgan Stanley 0.08% Add +13.5% 7,164,531 $1.2B
T. Rowe Price Associates Inc. 0.12% Add +36.9% 6,452,004 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Reduce -13.3% 4,917,629 $812.2M
JPMorgan Chase & Co. 0.06% Add +151.5% 4,690,256 $774.6M
Northern Trust Corp. 0.10% Add +50.0% 4,382,740 $723.9M
Legal & General Group Plc 0.15% Reduce -4.5% 3,415,367 $564.1M
Invesco Ltd. 0.10% Add +172.4% 3,293,435 $543.9M
Clearbridge Investments, LLC 0.43% Reduce -43.8% 3,195,842 $527.8M
Beck Mack & Oliver LLC 9.03% Reduce -3.8% 2,953,242 $487.8M
Charles Schwab Investment Management Inc. 0.09% Add +60.6% 2,900,562 $479.1M
UBS Group AG 0.10% Add +54.1% 2,788,712 $460.6M
Neuberger Berman Group LLC 0.35% Reduce -11.9% 2,688,189 $444.0M
Massachusetts Financial Services Co. 0.14% Add +245.9% 2,653,160 $438.2M
Bank of New York Mellon Corp 0.08% Add +42.1% 2,640,758 $436.1M
Nuveen Asset Management, LLC 0.12% Add +71.4% 2,599,936 $429.4M
Goldman Sachs Group Inc. 0.08% Add +0.9% 2,553,151 $421.7M
TD Asset Management Inc 0.36% Add +13.6% 2,473,237 $408.5M
D. E. Shaw & Co. 0.48% Reduce -43.2% 2,454,021 $405.3M
Allen Investment Management, LLC 4.40% Add +2056.8% 2,307,615 $381.1M
Curated Wealth Partners LLC 41.91% Reduce -4.6% 2,222,743 $367.1M
Alliancebernstein L.P. 0.10% Add +12.6% 1,860,490 $307.3M
Bank of America Corp. 0.03% Reduce -0.8% 1,848,593 $305.3M
Ensign Peak Advisors, Inc 0.51% Add +1.6% 1,735,797 $286.7M
1832 Asset Management L.P. 0.48% Add +167.0% 1,613,738 $266.5M
Barclays PLC 0.12% Add +9.7% 1,414,689 $233.7M
William Blair Investment Management, LLC 0.56% Reduce -19.3% 1,399,360 $231.1M
Omega Advisors (Leon Cooperman) 8.67% No change 1,387,000 $229.1M
Dimensional Fund Advisors LP 0.05% Add +17.4% 1,342,857 $221.8M
Wells Fargo & Company 0.05% Add +3.5% 1,313,669 $217.0M
Bessemer Group Inc. 0.33% Add +200666.6% 1,226,684 $202.6M
CapitalatWork S.A. 6.57% Reduce -12.7% 1,223,847 $202.1M
Deutsche Bank AG 0.08% Add +1.9% 1,192,568 $197.0M
Janus Henderson Group PLC 0.10% Reduce -12.8% 1,168,613 $193.0M
Swiss National Bank 0.12% Reduce -4.7% 1,126,214 $186.0M
NorthCoast Asset Management LLC 0.87% Add +3257.2% 1,067,688 $176.3M
Bank of Montreal 0.09% Add +35.0% 1,050,876 $173.6M
Menora Mivtachim Holdings LTD. 1.06% Reduce -38.9% 1,026,396 $169.5M
Markel Group 1.47% No change 1,012,500 $167.2M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +0.7% 958,745 $158.3M
Select Equity Group, L.P. 0.64% Reduce -59.7% 944,125 $155.9M
Raymond James Financial Inc. 0.06% — 940,754 $155.4M
BNP Paribas Financial Markets 0.12% New 928,692 $153.4M
Heard Capital LLC 8.74% Add +18.0% 889,317 $146.9M
California Public Employees Retirement System 0.10% Reduce -5.0% 868,438 $143.4M
National Pension Service 0.13% Add +49.2% 845,108 $139.6M
MSA Advisors, LLC 34.21% Reduce -5.6% 827,972 $136.7M
Rhumbline Advisers 0.12% Add +39.3% 823,142 $136.0M
Amundi 0.05% Add +13.2% 801,260 $129.8M
Wellington Management Group LLP 0.02% Add +13800.6% 753,830 $124.5M
Jennison Associates LLC 0.07% Reduce -19.8% 739,938 $122.2M
Williams Jones Wealth Management, LLC. 1.45% Reduce -2.1% 725,564 $119.8M
Palestra Capital Management LLC 3.22% New 712,457 $117.7M
New York State Common Retirement Fund 0.16% Add +14.5% 702,236 $116.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +155.1% 670,065 $113.3M
American Century Companies Inc. 0.06% Add +889.9% 676,838 $111.8M
California State Teachers Retirement System 0.12% Reduce -2.8% 625,440 $103.3M
Federated Hermes, Inc. 0.22% Add +0.1% 618,319 $102.1M
HSBC Holdings PLC 0.06% Add +149.5% 617,252 $102.0M
Newbrook Capital Advisors LP 12.75% Reduce -37.8% 601,877 $99.4M
Royal Bank of Canada 0.02% Add +28.9% 598,602 $98.9M
Guardian Point Capital, LP 49.67% Reduce -4.2% 575,000 $95.0M
Viking Global Investors 0.30% New 569,435 $94.0M
Maverick Capital 1.67% New 561,604 $92.8M
Partners Group Holding AG 3.31% Reduce -27.9% 559,400 $92.4M
MHR Fund Management LLC 10.04% Reduce -19.0% 550,000 $90.8M
Principal Financial Group Inc. 0.05% Add +813.6% 542,780 $89.6M
Zurich Insurance Group Ltd 0.73% Add +12.4% 539,726 $89.1M
Citigroup Inc. 0.08% Add +10.6% 530,441 $87.6M
Envestnet Asset Management Inc. 0.03% Add +0.5% 497,107 $82.1M
Bahl & Gaynor LLC 0.43% Add +85.6% 496,070 $81.9M
Locust Wood Capital Advisers, LLC 3.01% Reduce -37.1% 492,749 $81.4M
State Board of Administration of Florida Retirement System 0.15% Add +1.1% 491,363 $81.2M
Tocqueville Asset Management L.P. 1.27% Add +1.0% 490,748 $81.1M
FIL Ltd 0.08% Add +38.9% 490,217 $81.0M
Vaughan David Investments LLC 1.91% Reduce -5.8% 489,089 $80.8M
Regal Partners Ltd 7.90% Reduce -33.4% 472,205 $78.0M
Montanova Capital, LLC 2.84% Reduce -0.2% 464,140 $76.7M
TCW Group Inc. 0.64% Reduce -31.1% 462,961 $76.5M
Aviva PLC 0.19% Add +124.8% 434,389 $71.7M
Frontier Capital Management Co. LLC 0.65% Reduce -39.2% 416,400 $68.8M
HighTower Advisors, LLC 0.09% Reduce -8.0% 415,630 $68.6M
Westfield Capital Management Co. LP 0.30% Reduce -44.2% 412,887 $68.2M
Cookson Peirce & Co. Inc. 3.07% Reduce -1.6% 409,826 $67.7M
OCO Capital Partners, L.P. 43.13% No change 400,000 $66.1M
Third Point 0.90% Reduce -57.9% 400,000 $66.1M
Brown Advisory Inc. 0.08% Add +0.5% 391,594 $64.7M
Manufacturers Life Insurance Company, The 0.05% Add +553.3% 376,186 $62.1M
Senator Investment Group LP 1.82% Reduce -37.5% 375,000 $61.9M
Mariner, LLC 0.10% Reduce -80.5% 361,393 $59.9M
Russell Investments Group, Ltd. 0.08% Add +7.4% 361,080 $59.7M
Susquehanna International Group, LLP 0.09% Reduce -66.5% 359,070 $59.3M
Oribel Capital Management, LP 3.99% New 355,400 $58.7M
Adage Capital Partners Gp, L.L.C. 0.10% Add +324.2% 339,390 $56.1M
Cornerstone Investment Partners, LLC 2.65% Reduce -0.1% 322,604 $53.3M
NFC Investments, LLC 14.06% Reduce -25.6% 308,403 $50.9M
National Bank of Canada 0.07% Add +3279.6% 307,174 $50.8M
New York State Teachers Retirement System 0.11% New 306,377 $50.6M
Royal London Asset Management Ltd. 0.12% Add +1.6% 305,380 $50.4M
Walleye Capital LLC 0.53% Add +221.4% 304,617 $50.3M
Todd Asset Management LLC 1.18% Reduce -15.4% 298,409 $49.3M
Cercano Management LLC 1.25% Add +13091.0% 297,985 $49.2M
Onex Canada Asset Management Inc. 5.89% Reduce -9.9% 297,657 $49.2M
Brandywine Global Investment Management, LLC 0.36% Reduce -7.4% 296,614 $49.0M
Blue Whale Capital LLP 3.52% New 286,997 $47.4M
Flputnam Investment Management Co. 0.86% Reduce -6.3% 286,180 $47.3M
PointState Capital LP 1.06% Reduce -76.0% 282,690 $46.7M
Artisan Partners Limited Partnership 0.07% New 280,063 $46.3M
LPL Financial LLC 0.02% Add +29.9% 276,834 $45.7M
Rockefeller Capital Management L.P. 0.12% Reduce -10.7% 274,404 $45.3M
Vaughan Nelson Investment Management, L.P. 0.42% Reduce -4.3% 271,601 $44.9M
Storebrand Asset Management As 0.14% Add +12.0% 270,769 $44.7M
Nomura Asset Management Co. Ltd. 0.13% Add +22.8% 269,113 $44.4M
Stifel Financial Corp. 0.05% Reduce -17.5% 267,964 $44.3M
Lansforsakringar Fondforvaltning AB (publ) 0.17% — 265,332 $43.8M
Millennium Management 0.04% Reduce -94.7% 254,889 $42.1M
Korea Investment CORP 0.10% Add +79.0% 254,523 $42.0M
State of Wisconsin Investment Board 0.11% Add +10.3% 252,188 $41.7M
iA Global Asset Management Inc. 0.73% Add +0.4% 250,692 $41.4M
Teachers Retirement System of the State of Kentucky 0.36% Add +3.9% 247,992 $41.0M
Panagora Asset Management Inc. 0.19% Add +2827.9% 246,119 $40.6M
Holocene Advisors, LP 0.13% Reduce -39.6% 242,878 $40.1M
LGT Capital Partners LTD. 1.51% Reduce -28.6% 240,000 $39.6M
Chevy Chase Trust Holdings, LLC 0.12% New 235,321 $38.9M
RDST Capital LLC 5.47% Reduce -18.3% 233,495 $38.6M
Goodnow Investment Group, LLC 3.76% Reduce -40.4% 231,010 $38.2M
Prudential Financial Inc. 0.05% Add +1398.3% 230,361 $38.0M
Treasurer of the State of North Carolina 0.15% Add +0.6% 229,505 $37.9M
Credit Agricole S A 0.13% Add +113.1% 227,156 $37.5M
Castleark Management LLC 1.31% New 226,890 $37.5M
APG Asset Management N.V. 0.10% New 233,100 $37.2M
Knott David M Jr 13.44% No change 225,000 $37.2M
Public Employees Retirement System of Ohio 0.13% New 223,081 $36.8M
Truist Financial Corp. 0.06% Add +1.5% 220,532 $36.4M
Keystone Investors Pte Ltd. 2.52% New 218,652 $36.1M
Northern Right Capital Management, L.P. 13.32% Reduce -4.1% 217,091 $35.9M
Ameriprise Financial Inc. 0.01% Add +20.8% 210,890 $34.8M
DNB Asset Management AS 0.15% Add +28.1% 208,439 $34.4M
Basswood Capital Management, L.L.C. 2.01% No change 208,253 $34.4M
Natixis Advisors, LLC 0.06% Add +32.3% 207,096 $34.2M
Jane Street Group, LLC 0.06% Reduce -83.0% 206,276 $34.1M
Janney Montgomery Scott LLC 0.09% New 200,787 $33.2M
Burkehill Global Management, LP 3.14% — 200,000 $33.0M
Cerity Partners LLC 0.07% Add +2.1% 200,915 $32.8M
Renaissance Group LLC 1.35% New 197,670 $32.6M
Corient Private Wealth LP 0.05% Reduce -0.2% 203,927 $32.5M
Aberdeen Group plc 0.06% Reduce -3.1% 193,939 $32.2M
Voya Investment Management LLC 0.04% Add +39.0% 193,971 $32.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +7.2% 193,931 $32.0M
Stephens Inc. 0.43% Add +28.3% 183,971 $30.4M
Jupiter Asset Management Ltd. 0.29% Add +5.9% 182,744 $30.2M
Mackenzie Financial Corp. 0.04% Add +4.7% 182,047 $30.1M
Pictet Asset Management Holding SA 0.03% Add +12.7% 172,195 $28.4M
Maestria Partners LLC 11.12% — 169,952 $28.1M
KBC Group NV 0.08% Add +167.5% 168,666 $27.9M
PB Investment Partners, L.P. 20.77% No change 167,905 $27.7M
Walleye Trading LLC 0.54% Add +43.7% 167,109 $27.6M
Asset Management One Co., Ltd. 0.09% Add +9.9% 161,463 $27.5M
Skandinaviska Enskilda Banken AB (publ) 0.12% Reduce -6.9% 161,437 $26.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 162,533 $26.8M
Summit Trail Advisors, LLC 0.99% Reduce -0.6% 162,404 $26.8M
Handelsbanken Fonder AB 0.10% Add +8.8% 161,172 $26.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +9.9% 159,171 $26.3M
Rafferty Asset Management, LLC 0.09% New 157,705 $26.0M
Mn Services Vermogensbeheer B.V. 0.17% Add +1.8% 157,000 $25.9M
Connor, Clark & Lunn Investment Management Ltd. 0.12% New 156,514 $25.8M
Toronto Dominion Bank 0.05% Add +190.0% 152,659 $25.2M
Danske Bank A/S 0.07% Add +5.9% 150,621 $24.9M
State of New Jersey Common Pension Fund D 0.10% No change 147,926 $24.4M
Cibc World Market Inc. 0.06% Add +44.6% 145,670 $24.1M
First Trust Advisors LP 0.02% Reduce -46.6% 144,211 $23.8M
Access Investment Management LLC 6.82% Add +0.1% 142,477 $23.5M
Beach Investment Counsel Inc. 3.11% Reduce -10.8% 139,398 $23.0M
Picton Mahoney Asset Management 0.87% Reduce -11.8% 138,473 $22.9M
Victory Capital Management Inc. 0.02% Reduce -1.3% 137,326 $22.7M
MetLife Investment Management, LLC 0.12% Add +408.4% 136,826 $22.6M
Baron Capital (BAMCO) 0.06% Reduce -1.6% 135,229 $22.3M
Forsta Ap-Fonden 0.16% Reduce -5.8% 135,200 $22.3M
KLP Kapitalforvaltning As 0.10% — 133,790 $22.1M
HUB Investment Partners, LLC 0.92% Reduce -9.0% 133,043 $22.0M
Mediolanum International Funds Ltd 0.28% Add +6.8% 128,461 $21.3M
CI Investments Inc. 0.08% Add +216.9% 128,498 $21.2M
Fulton Breakefield Broenniman LLC 1.48% Add +0.1% 125,795 $20.8M
Steamboat Capital Partners, LLC 6.25% Reduce -30.1% 122,002 $20.1M
State of Michigan Retirement System 0.10% New 121,300 $20.0M
Cna Financial Corp. 12.29% Reduce -29.4% 120,000 $19.8M
Loews Corp 0.16% Reduce -29.4% 120,000 $19.8M
STRS Ohio 0.08% Reduce -5.7% 118,083 $19.5M
Point72 Europe (London) LLP 1.13% Add +24.5% 117,901 $19.5M
Resona Asset Management Co.,Ltd. 0.11% Reduce -3.2% 116,869 $19.4M
Moore Capital Management, LP 0.39% Reduce -54.6% 117,304 $19.4M
Public Sector Pension Investment Board 0.08% Add +122.4% 116,000 $19.2M
Lakewood Capital Management, LP 1.79% Reduce -71.7% 115,197 $19.0M
Arizona State Retirement System 0.12% Add +0.3% 114,598 $18.9M
ArrowMark Colorado Holdings LLC 0.25% No change 114,269 $18.9M
Corebridge Financial, Inc. 0.10% New 110,177 $18.2M
Philadelphia Financial Management of San Francisco, LLC 3.60% Add +64.3% 108,350 $17.9M
Gotham Asset Management 0.17% Add +5.2% 107,314 $17.7M
Sanctuary Advisors, LLC 0.11% Reduce -7.0% 102,593 $17.6M
Andra AP-fonden 0.28% Add +497.8% 106,417 $17.6M
Assetmark, Inc. 0.05% Add +0.9% 105,627 $17.4M
Allspring Global Investments Holdings, LLC 0.03% Add +2.2% 104,429 $17.3M
Osaic Holdings, Inc. 0.04% Add +9.0% 112,730 $17.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.91% No change 103,879 $17.2M
Kinetic Partners Management, LP 1.10% Reduce -78.0% 100,900 $16.7M
Blair William & Co. 0.05% Add +9.6% 100,136 $16.5M
Scoggin Management LP 8.67% Reduce -11.1% 100,000 $16.5M
Xponance LLC 0.15% Add +32.9% 99,910 $16.5M
Anchor Capital Advisors LLC 0.46% Reduce -4.6% 98,572 $16.3M
Czech National Bank 0.15% New 96,918 $16.0M
Capital International, Inc. 0.19% Add +37.3% 96,914 $16.0M
Retirement Systems of Alabama 0.06% New 96,778 $16.0M
ProShare Advisors LLC 0.04% New 95,777 $15.8M
Amalgamated Bank 0.13% Add +189.7% 95,524 $15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% New 95,044 $15.7M
Sterling Capital Management LLC 0.22% Reduce -7.9% 94,895 $15.7M
Qube Research & Technologies Ltd 0.02% Reduce -74.5% 91,692 $15.1M
Motco 1.54% Reduce -7.0% 90,931 $15.0M
FORA Capital, LLC 1.71% New 90,627 $15.0M
DekaBank Deutsche Girozentrale 0.03% No change 88,021 $14.9M
Belmont Capital, LLC 2.39% Add +0.6% 89,062 $14.7M
Pinnacle Financial Partners Inc 0.30% Add +2.3% 88,283 $14.6M
Nearwater Capital Markets, Ltd 0.41% — 87,832 $14.5M
Van Eck Associates Corp. 0.02% Add +8.7% 86,925 $14.4M
Squarepoint Ops LLC 0.04% Reduce -75.8% 86,773 $14.3M
Utah Retirement Systems 0.16% Add +0.5% 86,590 $14.3M
Lighthouse Investment Partners, LLC 0.54% New 85,153 $14.1M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +162.0% 80,124 $13.5M
Varma Mutual Pension Insurance Co 0.10% Reduce -35.0% 79,101 $13.1M
Joel Isaacson & Co., LLC 0.59% Add +3.1% 78,677 $13.0M
Swedbank AB 0.02% Add +0.5% 78,313 $12.9M
S&co Inc. 0.87% No change 77,880 $12.9M
IFM Investors Pty Ltd 0.13% Reduce -8.8% 76,832 $12.7M
Balyasny Asset Management L.P. 0.03% Reduce -50.4% 76,472 $12.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +14.9% 76,345 $12.6M
State of Tennessee, Department of Treasury 0.05% New 76,293 $12.6M
Police & Firemen's Retirement System of New Jersey 0.12% — 75,844 $12.5M
SOL Capital Management CO 1.39% Add +0.9% 75,830 $12.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Reduce -12.5% 74,915 $12.4M
Comerica Bank 0.05% Add +93.4% 74,910 $12.4M
Sei Investments Co. 0.02% Add +19.4% 74,865 $12.4M
Twin Tree Management, LP 0.29% Reduce -62.2% 72,722 $12.0M
Hilton Capital Management, LLC 1.03% Reduce -12.3% 72,385 $12.0M
Boothbay Fund Management, LLC 0.38% Add +502.2% 72,260 $11.9M
Cinctive Capital Management LP 0.64% Add +739.0% 72,103 $11.9M
Point72 (DIFC) Ltd 1.07% Add +4.3% 71,900 $11.9M
BOCHK Asset Management Ltd 3.61% Add +0.4% 71,500 $11.8M
CIBC Asset Management Inc 0.04% Add +273.7% 71,346 $11.8M
Parkwood LLC 1.45% Reduce -41.5% 71,176 $11.8M
Factory Mutual Insurance Co. 0.13% Reduce -49.8% 70,600 $11.7M
Jackson Hole Capital Partners, LLC 2.33% Reduce -0.8% 69,746 $11.5M
Cibc World Markets Corp. 0.07% Add +194.5% 68,352 $11.3M
USS Investment Management Ltd 0.08% Reduce -8.7% 66,955 $11.1M
Steward Partners Investment Advisory, LLC 0.10% Add +40.4% 65,821 $10.9M
New York Life Investment Management LLC 0.11% Add +794.4% 65,759 $10.9M
Cetera Investment Advisers 0.02% Add +17.6% 64,609 $10.7M
Overbrook Management Corp 2.28% New 64,114 $10.6M
L & S Advisors Inc 1.29% Add +138.1% 63,601 $10.5M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Reduce -27.4% 63,024 $10.4M
Segment Wealth Management, LLC 0.71% Add +4.8% 62,693 $10.4M
NewEdge Wealth, LLC 0.18% Reduce -8.7% 62,027 $10.2M
Platform Technology Partners 3.10% Reduce -8.6% 61,978 $10.2M
Tenere Capital LLC 2.69% New 61,500 $10.2M
Levin Capital Strategies, L.P. 0.96% Add +46.9% 61,081 $10.1M
MAI Capital Management 0.07% Add +27.6% 60,787 $10.0M
Border to Coast Pensions Partnership Ltd 0.19% Add +242.9% 60,000 $9.9M
Hantz Financial Services, Inc. 0.17% Reduce -41.3% 59,724 $9.9M
Am Investment Strategies LLC 2.28% Add +0.3% 56,638 $9.4M
Man Group plc 0.03% Add +13.2% 56,591 $9.3M
Bank of Nova Scotia 0.02% Add +192.4% 56,452 $9.3M
Yousif Capital Management, LLC 0.10% Add +661.0% 56,094 $9.3M
Daiwa Securities Group Inc. 0.04% Add +80.8% 55,525 $9.2M
Public Employees Retirement Association of Colorado 0.04% Reduce -2.2% 55,012 $9.1M
Mutual of America Capital Management LLC 0.09% New 53,473 $8.8M
Wellington Shields Capital Management, LLC 1.56% Add +2.1% 53,323 $8.8M
Edgewood Management LLC 0.03% Add +231.3% 53,000 $8.8M
PEAK6 LLC 0.34% — 52,809 $8.7M
Commonwealth Equity Services, LLC 0.01% Reduce -5.1% 52,123 $8.6M
Creative Planning 0.01% Add +24.7% 52,109 $8.6M
Rothschild Investment LLC 0.56% Add +209.4% 52,068 $8.6M
Foundations Investment Advisors, LLC 0.16% New 51,642 $8.5M
Gillson Capital LP 0.77% New 51,526 $8.5M
State of Alaska, Department of Revenue 0.09% New 50,965 $8.4M
Oppenheimer & Co. Inc. 0.12% Add +48.3% 50,320 $8.3M
Hudson Bay Capital Management LP 0.06% Reduce -33.3% 50,000 $8.3M
Nissay Asset Management Corp. /Japan 0.05% Add +0.9% 48,146 $8.2M
Mudita Advisors LLP 4.60% Reduce -73.7% 49,570 $8.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +249.0% 48,271 $8.0M
Independent Financial Group, LLC 0.26% Add +852.8% 48,152 $8.0M
Alyeska Investment Group, L.P. 0.03% Reduce -71.7% 47,772 $7.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +32.5% 46,832 $7.7M
Knollwood Investment Advisory, LLC 0.81% No change 46,611 $7.7M
Silvant Capital Management LLC 0.32% No change 46,050 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +21.3% 44,521 $7.4M
O'shaughnessy Asset Management, LLC 0.06% Add +45.6% 44,417 $7.3M
Nisa Investment Advisors, LLC 0.03% Add +31.5% 44,333 $7.3M
Focus Partners Wealth 0.02% Add +44.7% 43,631 $7.2M
Caption Management, LLC 0.30% New 43,600 $7.2M
Sequoia Financial Advisors, LLC 0.07% Add +49.0% 43,169 $7.1M
Ethic Inc. 0.14% Add +6.6% 43,094 $7.1M
AQR Capital Management 0.01% Add +20.7% 42,708 $7.1M
Mizuho Securities USA LLC 0.13% New 42,365 $7.0M
Checchi Capital Advisers, LLC 0.52% Add +1138.2% 42,061 $6.9M
Engle Capital Management, L.P. 2.08% Reduce -37.1% 42,000 $6.9M
Group One Trading LLC 0.23% Add +450.6% 41,714 $6.9M
Guardian Wealth Management, Inc. 4.66% Add +2.7% 41,405 $6.8M
Pathstone Holdings, LLC 0.03% Reduce -10.4% 41,112 $6.8M
Wealthcare Advisory Partners LLC 0.19% Reduce -7.9% 40,970 $6.8M
RPg Family Wealth Advisory, LLC 2.38% New 40,793 $6.7M
Catalyst Capital Advisors LLC 0.14% Reduce -12.3% 40,233 $6.6M
Untitled Investments LP 1.62% New 40,130 $6.6M
Pinnbrook Capital Management LP 2.32% New 40,058 $6.6M
Kerusso Capital Management LLC 4.21% Add +0.2% 39,912 $6.6M
Schonfeld Strategic Advisors LLC 0.04% Reduce -66.6% 39,786 $6.6M
Empowered Funds, LLC 0.10% Add +1.8% 39,575 $6.5M
Advisory Services Network, LLC 0.12% Add +7.7% 39,221 $6.5M
AXA S.A. 0.02% Add +252.1% 38,981 $6.4M
Incline Global Management LLC 4.85% Reduce -48.2% 38,747 $6.4M
Macquarie Group Ltd. 0.01% Add +62.5% 56,045 $6.4M
SG Americas Securities, LLC 0.03% Add +786.3% 38,538 $6.4M
Oregon Public Employees Retirement Fund 0.12% New 38,330 $6.3M
Morton Community Bank 1.67% Reduce -5.7% 38,325 $6.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 38,129 $6.3M
Elo Mutual Pension Insurance Co 0.13% Add +8.0% 37,973 $6.3M
Chicago Partners Investment Group LLC 0.20% Add +1045.2% 38,044 $6.2M
Morse Asset Management, Inc 1.42% Reduce -0.6% 37,082 $6.1M
Candriam S.C.A. 0.04% Add +3.2% 36,966 $6.1M
Samjo Management, LLC 2.27% Reduce -5.9% 36,530 $6.0M
Commerce Bank 0.04% Reduce -63.6% 36,448 $6.0M
Coastal Bridge Advisors, LLC 1.51% Reduce -1.9% 36,330 $6.0M
Pacer Advisors, Inc. 0.01% Add +357460.0% 35,756 $5.9M
Crestline Management, L.P. 0.20% Add +633.9% 35,629 $5.9M
Osborne Partners Capital Management, LLC 0.34% Reduce -39.9% 35,573 $5.9M
Cannell & Spears LLC 0.12% Reduce -0.4% 35,443 $5.9M
Schroder Investment Management Group 0.01% Reduce -14.7% 34,280 $5.7M
PNC Financial Services Group, Inc. 0.00% Add +6.4% 34,461 $5.7M
Gabelli Funds LLC 0.04% Reduce -7.1% 34,387 $5.7M
Goelzer Investment Management, Inc. 0.33% Add +0.9% 34,287 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1184.5% 34,116 $5.6M
Ieq Capital, LLC 0.05% Add +16.5% 33,446 $5.5M
Wealthfront Advisers LLC 0.02% Add +30.5% 33,205 $5.5M
Strategic Blueprint, LLC 0.32% Reduce -0.4% 33,004 $5.5M
Procyon Advisors, LLC 0.34% Reduce -24.4% 32,564 $5.4M
Nordea Investment Management AB 0.01% Reduce -6.6% 31,935 $5.3M
Canada Pension Plan Investment Board 0.01% Add +1405.8% 31,817 $5.3M
Tower Research Capital LLC (TRC) 0.10% Add +462.5% 31,472 $5.2M
Verdence Capital Advisors LLC 0.40% Add +1.8% 30,068 $5.0M
UniSuper Management Pty Ltd 0.04% Add +208.7% 29,941 $4.9M
Guggenheim Capital LLC 0.04% Add +699.7% 29,877 $4.9M
NewEdge Advisors, LLC 0.03% Add +5.6% 29,775 $4.9M
Swiss Life Asset Management Ltd 0.04% Add +52.4% 29,027 $4.8M
QRG Capital Management, Inc. 0.05% Add +14.6% 28,824 $4.8M
Allianz Asset Management GmbH 0.01% Reduce -6.8% 28,789 $4.8M
Richard Bernstein Advisors LLC 0.11% No change 28,309 $4.7M
Avanza Fonder AB 0.14% — 28,268 $4.7M
First National Bank Sioux Falls 1.98% Reduce -2.2% 28,127 $4.6M
Apollon Wealth Management, LLC 0.11% Add +65.0% 28,126 $4.6M
Maryland State Retirement & Pension System 0.10% Reduce -5.9% 28,113 $4.6M
Hartford Investment Management Co. 0.15% New 27,683 $4.6M
Interval Partners, LP 0.12% Add +11.2% 27,395 $4.5M
Woodline Partners LP 0.03% New 26,844 $4.4M
Alps Advisors Inc. 0.03% Add +13.0% 26,596 $4.4M
US Bancorp \de 0.01% Add +147.1% 26,506 $4.4M
Clark Capital Management Group, Inc. 0.03% Add +19.8% 26,212 $4.3M
Glenmede Trust Co. NA 0.02% Add +3.4% 26,038 $4.3M
Purus Wealth Management, LLC 1.69% Add +0.7% 25,909 $4.3M
Left Brain Wealth Management, LLC 1.61% New 25,736 $4.3M
CoreCap Advisors, LLC 0.19% Add +18.1% 25,368 $4.2M
O'ROURKE & COMPANY, Inc 2.05% Reduce -8.6% 25,353 $4.2M
RBF Capital, LLC 0.21% No change 24,990 $4.1M
Advisors Asset Management, Inc. 0.08% Add +27.9% 24,857 $4.1M
OMERS ADMINISTRATION Corp 0.04% Add +79.5% 24,817 $4.1M
Northeast Financial Consultants Inc 0.17% No change 24,731 $4.1M
Robeco Institutional Asset Management B.V. 0.01% Reduce -6.2% 24,686 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Add +7.7% 24,509 $4.0M
Los Angeles Capital Management LLC 0.02% Reduce -34.4% 24,492 $4.0M
Turn8 Private Wealth Inc. 2.87% — 24,393 $4.0M
Kestra Private Wealth Services, LLC 0.07% New 24,182 $4.0M
Securian Asset Management, Inc. 0.12% New 24,023 $4.0M
Louisiana State Employees Retirement System 0.07% New 24,000 $4.0M
NEOS Investment Management LLC 0.09% New 23,159 $3.8M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -5.9% 23,033 $3.8M
Wealthspire Advisors, LLC 0.04% Reduce -2.2% 22,801 $3.8M
Accuvest Global Advisors 5.26% Reduce -40.0% 22,400 $3.8M
Ameliora Wealth Management Ltd. 1.40% Add +1.0% 22,611 $3.7M
Sierra Capital LLC 0.44% Reduce -35.2% 22,455 $3.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +9.9% 22,424 $3.7M
Schwartz Investment Counsel Inc. 0.13% Reduce -10.1% 22,281 $3.7M
Quantinno Capital Management LP 0.04% Add +17.6% 22,182 $3.7M
Eagle Rock Investment Company, LLC 0.61% Add +29.2% 22,077 $3.6M
Rational Advisors, Inc. 0.37% Reduce -41.1% 21,900 $3.6M
New Mexico Educational Retirement Board 0.12% New 21,700 $3.6M
MMBG Investment Advisors Co. 0.38% No change 21,644 $3.6M
Citadel Advisors 0.00% Reduce -98.8% 21,540 $3.6M
Wolverine Trading, LLC 0.08% Add +162.5% 20,727 $3.5M
First Manhattan Co. Llc. 0.01% Add +0.1% 20,889 $3.5M
Beacon Investment Advisory Services, Inc. 0.15% Reduce -4.0% 20,880 $3.4M
Tealwood Asset Management Inc. 1.43% Reduce -0.8% 20,880 $3.4M
Illinois Municipal Retirement Fund 0.05% No change 20,807 $3.4M
Benjamin Edwards Inc. 0.05% Add +2.5% 20,702 $3.4M
Crescent Park Management, L.P. 1.38% Add +3.7% 20,232 $3.3M
ING Groep NV 0.02% New 20,203 $3.3M
Tredje AP-fonden 0.03% New 20,000 $3.3M
Prime Capital Investment Advisors, LLC 0.05% Add +88.3% 19,947 $3.3M
Metis Global Partners, LLC 0.10% Add +93.0% 19,657 $3.2M
TFB Advisors LLC 0.91% Add +0.9% 19,199 $3.2M
Choreo, LLC 0.04% Reduce -0.4% 18,712 $3.1M
Bleakley Financial Group, LLC 0.09% Reduce -3.4% 18,829 $3.1M
Tidal Investments LLC 0.03% Add +2.2% 18,812 $3.1M
Thrivent Financial for Lutherans 0.01% New 18,790 $3.1M
Meketa Investment Group Inc. 6.93% — 18,732 $3.1M
MML Investors Services, LLC 0.01% Add +27.6% 18,668 $3.1M
Capital Management Associates 3.62% Reduce -7.5% 18,628 $3.1M
DAVENPORT & Co LLC 0.02% Add +0.9% 18,622 $3.1M
Zhang Financial LLC 0.18% Add +3.1% 18,581 $3.1M
Kestra Advisory Services, LLC 0.02% Add +2.1% 18,427 $3.0M
Concurrent Investment Advisors, LLC 0.08% Reduce -5.0% 18,351 $3.0M
Hunting Hill Global Capital, LLC 1.34% No change 18,113 $3.0M
Mercer Global Advisors Inc. 0.01% Reduce -0.5% 17,856 $2.9M
E. Ohman J:or Asset Management AB 0.07% Add +8.2% 17,850 $2.9M
Rehmann Capital Advisory Group 0.19% Add +2.8% 17,735 $2.9M
Axxcess Wealth Management, LLC 0.07% Reduce -10.0% 17,731 $2.9M
Westwood Holdings Group Inc. 0.02% New 17,550 $2.9M
Atria Investments, Inc 0.04% Reduce -10.5% 17,452 $2.9M
Mgo One Seven LLC 0.11% New 16,894 $2.8M
Beirne Wealth Consulting Services, LLC 1.01% Reduce -1.7% 16,878 $2.8M
Corsair Capital Management, L.P. 0.60% No change 16,830 $2.8M
Coastline Trust Co 0.32% New 16,669 $2.8M
Qsemble Capital Management, LP 0.36% New 16,498 $2.7M
BBR Partners, LLC 0.18% Add +118.6% 16,015 $2.6M
Harbor Investment Advisory, LLC 0.25% Reduce -1.0% 15,987 $2.6M
Harbor Advisors LLC 0.41% No change 15,947 $2.6M
M&T Bank Corp 0.01% Add +0.7% 15,771 $2.6M
Intech Investment Management LLC 0.03% Reduce -27.6% 15,705 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.8% 15,687 $2.6M
Norinchukin Bank, The 0.05% New 15,616 $2.6M
Wellington Shields & Co., LLC 0.79% Add +0.3% 15,606 $2.6M
Summit Securities Group LLC 0.95% Add +62.1% 15,400 $2.5M
Lazard Asset Management LLC 0.00% Add +190.7% 15,228 $2.5M
Westpac Banking Corp. 0.17% Add +604.9% 15,219 $2.5M
Doliver Advisors, LP 0.70% Reduce -9.0% 15,174 $2.5M
XTX Topco Ltd 0.21% Reduce -10.0% 15,079 $2.5M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -12.4% 14,902 $2.5M
Carmel Capital Partners, LLC 0.99% Reduce -19.5% 14,883 $2.5M
Composition Wealth, LLC 0.05% Add +22.2% 14,786 $2.4M
Concentric Capital Strategies, LP 0.15% Reduce -58.3% 14,746 $2.4M
Western Financial Corp 1.34% Reduce -9.8% 14,739 $2.4M
Exchange Traded Concepts, LLC 0.05% Add +35.9% 14,572 $2.4M
&partners 0.03% Add +40.9% 13,954 $2.4M
Register Financial Advisors LLC 1.19% Reduce -9.3% 14,300 $2.4M
Dimension Capital Management LLC 0.38% Reduce -1.4% 14,244 $2.4M
TD Waterhouse Canada Inc. 0.02% Add +49.4% 14,214 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.05% New 14,193 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Add +37.8% 14,066 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +38.9% 14,026 $2.3M
Arrow Capital Pty Ltd 2.12% — 14,000 $2.3M
Nomura Holdings Inc. 0.01% New 13,928 $2.3M
Bellwether Advisors, LLC 0.41% Reduce -51.5% 13,917 $2.3M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -8.9% 13,847 $2.3M
Long Focus Capital Management, LLC 0.17% Reduce -75.9% 13,750 $2.3M
Arete Wealth Advisors, LLC 0.16% Add +28.4% 13,596 $2.3M
Estate Counselors, LLC 0.24% Reduce -0.4% 13,543 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +3.8% 13,276 $2.2M
Orion Portfolio Solutions, LLC 0.02% Add +3.8% 13,276 $2.2M
Myriad Asset Management US LP 1.47% — 13,248 $2.2M
Baldwin Wealth Partners LLC 0.15% Reduce -1.3% 13,180 $2.2M
Bridgewater Associates 0.01% Add +10.8% 13,029 $2.2M
Altus Wealth Group LLC 0.95% Add +0.0% 12,990 $2.1M
Prospera Financial Services Inc 0.05% Reduce -13.2% 12,966 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +3.0% 12,763 $2.1M
Investment Management Corp of Ontario 0.07% Reduce -4.2% 12,671 $2.1M
TD Private Client Wealth LLC 0.06% Add +1364.7% 12,670 $2.1M
Atom Investors LP 0.26% Reduce -60.4% 12,493 $2.1M
Cresset Asset Management, LLC 0.01% Reduce -32.4% 12,379 $2.0M
Harbour Capital Advisors, LLC 0.46% Reduce -1.2% 12,092 $2.0M
Founders Financial Securities LLC 0.18% Reduce -34.7% 12,366 $2.0M
Stablepoint Partners, LLC 0.37% Reduce -2.4% 12,298 $2.0M
Moors & Cabot, Inc. 0.10% Reduce -15.7% 12,226 $2.0M
Genesee Capital Advisors, LLC 0.94% Reduce -3.6% 12,206 $2.0M
IFP Advisors, Inc 0.07% Reduce -20.6% 12,187 $2.0M
Horizon Investments, LLC 0.06% New 12,094 $2.0M
Donoghue Forlines LLC 0.66% New 11,961 $2.0M
Capital International Sarl 0.05% Add +33.0% 11,947 $2.0M
Quantbot Technologies LP 0.07% New 11,903 $2.0M
Grandeur Peak Global Advisors, LLC 0.17% Reduce -37.1% 11,710 $1.9M
Allstate Corp. 0.06% New 11,686 $1.9M
Gunderson Capital Management LLC 0.94% Reduce -1.6% 11,590 $1.9M
Lombard Odier Asset Management (USA) Corp 0.83% New 11,500 $1.9M
M&G PLC 0.01% New 11,400 $1.9M
Ofi Invest Asset Management 0.04% — 11,779 $1.9M
PFG Investments, LLC 0.12% Reduce -7.2% 11,369 $1.9M
Private Advisor Group, LLC 0.01% Add +5.5% 11,331 $1.9M
Valley National Advisers Inc. 0.33% Add +1.4% 11,294 $1.9M
Leonteq Securities AG 0.18% Add +1.4% 11,221 $1.9M
Siemens Fonds Invest GmbH 0.19% Add +158.4% 11,129 $1.9M
Assenagon Asset Management S.A. 0.00% Add +9.4% 11,115 $1.8M
Templeton & Phillips Capital Management, LLC 1.45% No change 11,069 $1.8M
Arkadios Wealth Advisors 0.10% Add +1.3% 10,797 $1.8M
Kelleher Financial Advisors 0.67% No change 10,748 $1.8M
NWK Group, Inc. 0.68% Reduce -1.6% 10,688 $1.8M
Williamson Legacy Group, LLC 1.17% Add +25.0% 10,646 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.82% Reduce -7.3% 10,587 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +30.1% 10,477 $1.7M
Jump Financial, LLC 0.04% Reduce -46.2% 10,454 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -1.3% 10,408 $1.7M
United Services Automobile Association 0.06% New 10,348 $1.7M
Bridgeway Capital Management, LLC 0.04% No change 10,270 $1.7M
J.W. Cole Advisors, Inc. 0.07% Add +4.5% 10,197 $1.7M
Central Bank & Trust Co. 0.25% Reduce -0.4% 10,143 $1.7M
DSM Capital Partners LLC 0.03% Add +6.3% 10,107 $1.7M
D.A. Davidson & Co. 0.01% Add +4.7% 10,082 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +18.2% 10,065 $1.7M
Signaturefd, LLC 0.03% Add +11.2% 9,974 $1.6M
Capstone Investment Advisors, LLC 0.02% Add +291.6% 9,961 $1.6M
Global Retirement Partners, LLC 0.05% Add +0.9% 9,924 $1.6M
Secured Retirement Advisors, LLC 0.93% Reduce -15.5% 9,813 $1.6M
Dark Forest Capital Management LP 0.24% Reduce -90.9% 9,725 $1.6M
Townsquare Capital LLC 0.02% Reduce -16.9% 9,713 $1.6M
Vontobel Holding Ltd. 0.01% Add +39.0% 9,617 $1.6M
Westover Capital Advisors, LLC 0.35% Reduce -1.1% 9,557 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -9.7% 9,374 $1.5M
Gould Capital, LLC 1.08% Reduce -2.1% 9,362 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% New 9,200 $1.5M
Jones Financial Companies LLLP 0.00% Add +177.3% 9,169 $1.5M
First Hawaiian Bank 0.05% Add +10.4% 9,163 $1.5M
Venator Management LLC 0.43% Reduce -8.0% 9,075 $1.5M
Virtu Financial LLC 0.08% New 9,028 $1.5M
Vident Advisory, LLC 0.03% Add +2.6% 9,026 $1.5M
Profund Advisors LLC 0.05% Add +422.7% 8,896 $1.5M
Zions Bancorporation, N.A. 0.09% Add +66.1% 8,860 $1.5M
Great Lakes Retirement, Inc. 0.19% Add +1.7% 8,814 $1.5M
Wintrust Investments LLC 1.27% Add +888.0% 8,714 $1.4M
Argent Trust Co 0.06% Add +0.1% 8,618 $1.4M
Beacon Pointe Advisors, LLC 0.02% Add +7.2% 8,615 $1.4M
Mill Creek Capital Advisors, LLC 0.03% Add +71.1% 8,569 $1.4M
CreativeOne Wealth, LLC 0.04% New 8,361 $1.4M
Axq Capital, LP 0.62% Reduce -22.3% 8,319 $1.4M
Dynamic Technology Lab Private Ltd 0.22% New 8,258 $1.4M
Private Wealth Partners, LLC 0.10% Reduce -1.7% 8,250 $1.4M
AE Wealth Management LLC 0.01% Reduce -3.3% 8,230 $1.4M
Harvest Fund Management Co., Ltd 0.06% New 8,223 $1.4M
YHB Investment Advisors, Inc. 0.11% Add +9.5% 8,209 $1.4M
Islay Capital Management, LLC 0.93% Add +4.9% 8,037 $1.3M
PGGM Investments 0.02% Reduce -6.7% 8,020 $1.3M
Hilltop Holdings Inc. 0.08% Reduce -3.1% 8,001 $1.3M
Virtus Advisers, LLC 0.54% Add +9.6% 7,943 $1.3M
Quent Capital, LLC 0.14% Reduce -1.3% 7,921 $1.3M
McDonald Partners LLC 0.33% Reduce -0.3% 7,894 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -38.7% 7,869 $1.3M
Calamos Advisors LLC 0.01% Reduce -15.1% 7,850 $1.3M
Applied Finance Capital Management, LLC 0.06% Add +3.1% 7,841 $1.3M
Samalin Investment Counsel, LLC 0.56% Reduce -8.4% 7,840 $1.3M
Meeder Advisory Services, Inc. 0.08% Reduce -1.3% 7,823 $1.3M
Scientech Research LLC 0.37% New 7,819 $1.3M
LRT Capital Management, LLC 1.01% Reduce -47.0% 7,802 $1.3M
Summit Financial, LLC 0.05% Add +195.7% 7,792 $1.3M
Hamilton Capital Partners Inc. 0.10% Reduce -9.6% 7,785 $1.3M
Brave Asset Management Inc. 0.41% No change 7,778 $1.3M
Captrust Financial Advisors 0.00% Add +151.2% 7,559 $1.2M
V-Square Quantitative Management LLC 0.18% Add +284.9% 7,547 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -0.9% 7,451 $1.2M
U S Global Investors Inc. 0.12% Add +3.5% 7,345 $1.2M
Waterfront Wealth Inc. 0.29% Reduce -1.4% 7,328 $1.2M
HB Wealth Management, LLC 0.01% Add +59.0% 7,298 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -16.0% 7,276 $1.2M
Cwm, LLC 0.01% Add +9.8% 7,262 $1.2M
Hohimer Wealth Management, LLC 0.23% Add +1.1% 7,238 $1.2M
Sfmg, LLC 0.09% Add +0.2% 7,237 $1.2M
Vestcor Inc 0.04% Reduce -0.1% 7,226 $1.2M
Canada Post Corp Registered Pension Plan 0.07% — 7,180 $1.2M
World Investment Advisors 0.03% Add +2.5% 6,996 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +4.0% 6,930 $1.1M
Carroll Investors, Inc 0.64% No change 6,906 $1.1M
Nippon Life Global Investors Americas, Inc. 0.05% Reduce -9.1% 6,730 $1.1M
TBH Global Asset Management, LLC 0.26% Reduce -1.3% 6,701 $1.1M
SeaCrest Wealth Management, LLC 0.12% Add +1.7% 6,694 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +66.1% 6,689 $1.1M
Natixis Investment Managers International 0.08% Add +0.4% 6,650 $1.1M
Kestra Investment Management, LLC 0.04% Reduce -30.4% 6,643 $1.1M
Agf Management Ltd. 0.01% New 6,634 $1.1M
National Wealth Management Group, LLC 0.73% New 6,604 $1.1M
Mufg Securities Americas Inc. 0.14% — 6,599 $1.1M
InTrack Investment Management Inc 0.76% Add +69.9% 6,833 $1.1M
Merrion Investment Management Co, LLC 0.76% No change 6,575 $1.1M
Avitas Wealth Management LLC 0.15% Reduce -2.6% 6,478 $1.1M
Cornercap Investment Counsel Inc. 0.34% Reduce -2.8% 6,461 $1.1M
Twin Capital Management Inc. 0.12% New 6,448 $1.1M
Abn Amro Investment Solutions 0.02% Add +12.4% 6,444 $1.1M
GAMCO Investors 0.01% Reduce -11.2% 6,435 $1.1M
Whittier Trust Co. 0.01% Reduce -2.3% 6,379 $1.1M
Fiduciary Group, LLC 0.10% Reduce -11.4% 6,308 $1.0M
Cooper Financial Group 0.12% Add +10.4% 6,277 $1.0M
Performance Wealth Partners, LLC 0.03% Reduce -0.1% 6,216 $1.0M
Park Place Capital Corp 0.28% Reduce -17.3% 6,161 $1.0M
Leavell Investment Management, Inc. 0.05% Add +39.8% 6,150 $1.0M
Prudential PLC 0.01% No change 6,117 $1.0M
Red Door Wealth Management, LLC 0.15% Reduce -29.4% 6,084 $1.0M
Centiva Capital, LP 0.04% Reduce -41.1% 6,001 $991K
Cary Street Partners Financial LLC 0.03% — 5,913 $977K
Banco Santander, S.A. 0.01% Reduce -52.0% 5,908 $976K
Kendall Capital Management 0.28% Reduce -8.5% 5,810 $960K
Menard Financial Group LLC 0.57% Add +0.4% 5,786 $956K
Capula Management Ltd 0.01% Reduce -80.2% 5,781 $955K
Navellier & Associates Inc. 0.11% Add +30.7% 5,702 $942K
Chicago Capital, LLC 0.02% No change 5,675 $937K
Golden State Wealth Management, LLC 0.14% — 5,671 $937K
Baker Tilly Wealth Management, LLC 0.36% Reduce -30.3% 5,588 $923K
EP Wealth Advisors, LLC 0.01% Add +1.9% 5,560 $918K
SVB Wealth LLC 0.02% New 5,546 $916K
Meiji Yasuda Asset Management Co Ltd. 0.03% No change 5,509 $910K
Susquehanna Fundamental Investments, LLC 0.02% — 5,468 $903K
Baird Financial Group, Inc. 0.00% Add +29.4% 5,452 $900K
Kingswood Wealth Advisors, LLC 0.07% Add +98.6% 5,421 $895K
Fifth Third Bancorp 0.00% Reduce -21.4% 5,410 $894K
MGB Wealth Management, LLC 0.28% Add +212.0% 5,398 $892K
Linden Thomas Advisory Services, LLC 0.11% Reduce -0.3% 5,343 $882K
Renasant Bank 0.56% Reduce -19.9% 5,259 $869K
Money Concepts Capital Corp. 0.06% New 5,255 $868K
Retireful, LLC 0.49% New 5,232 $864K
Stonegate Investment Group, LLC 0.02% Reduce -30.1% 5,187 $857K
Perigon Wealth Management, LLC 0.02% Add +3.1% 5,159 $856K
Dividend Assets Capital, LLC 0.17% Add +2.8% 5,177 $855K
Cigna Investments Inc. 0.15% No change 5,166 $853K
Fort Sheridan Advisors LLC 0.12% Add +10.2% 5,155 $851K
Capricorn Fund Managers Ltd 0.38% Reduce -43.9% 5,106 $850K
Forum Financial Management, LP 0.01% Add +0.0% 5,143 $849K
Abbot Financial Management, Inc. 0.42% No change 5,100 $842K
Westmount Partners, LLC 0.26% Add +1.8% 5,091 $841K
Great Valley Advisor Group, Inc. 0.02% Add +57.3% 5,044 $833K
Fort Point Capital Partners LLC 0.09% No change 5,005 $827K
Compass Ion Advisors, LLC 0.10% No change 4,942 $816K
Pinebridge Investments, L.P. 0.01% New 4,903 $810K
Seelaus Asset Management LLC 0.75% Reduce -1.2% 4,875 $805K
Element Pointe Advisors, LLC 0.19% No change 4,873 $805K
DRW Securities, LLC 0.05% Reduce -75.7% 4,842 $800K
Angeles Wealth Management, LLC 0.07% Add +0.2% 4,834 $798K
Wedmont Private Capital 0.04% Add +4.1% 5,132 $797K
United Capital Financial Advisors, LLC 0.01% Add +4.0% 4,804 $793K
Obermeyer Wealth Partners 0.04% No change 4,779 $789K
Lido Advisors, LLC 0.00% Reduce -3.3% 4,712 $778K
TrinityBridge Ltd 0.02% No change 4,700 $777K
Synovus Financial Corp. 0.01% New 4,654 $769K
Naples Global Advisors, LLC 0.07% Reduce -0.6% 4,630 $765K
Caprock Group, LLC 0.02% Add +14.3% 4,607 $761K
Verition Fund Management LLC 0.00% Reduce -75.0% 4,605 $761K
Old National Bancorp 0.02% Add +9.3% 4,605 $761K
Chesley Taft & Associates LLC 0.04% No change 4,600 $760K
Friedenthal Financial 0.44% New 4,599 $760K
Mosley Wealth Management 0.47% New 4,409 $754K
Moody National Bank Trust Division 0.08% Reduce -0.0% 4,524 $747K
Highland Capital Management, LLC 0.04% New 4,497 $743K
Shepherd Financial Partners LLC 0.09% Add +14.9% 4,492 $742K
Carson Advisory Inc. 0.52% Reduce -20.8% 4,485 $741K
Kintegral Advisory, LLC 0.07% Reduce -4.5% 4,459 $736K
Ellevest, Inc. 0.04% Add +1.5% 4,451 $735K
Stevens Capital Management LP 0.29% New 4,398 $726K
Regent Peak Wealth Advisors LLC 0.16% Add +0.9% 4,381 $724K
Ameritas Investment Partners, Inc. 0.02% New 4,355 $719K
Park Avenue Securities LLC 0.01% Add +26.2% 4,350 $718K
Quantum Portfolio Management LLC 0.38% Reduce -0.1% 4,328 $715K
Hennion & Walsh Asset Management, Inc. 0.03% New 4,264 $704K
Great Diamond Partners, LLC 0.18% Reduce -1.6% 4,229 $698K
Calydon Capital 0.14% Reduce -5.7% 4,219 $697K
Capital Advisors Inc. 0.01% Add +5.2% 4,206 $695K
FineMark National Bank & Trust 0.02% No change 4,201 $694K
SYM FINANCIAL Corp 0.09% New 4,200 $694K
Tempus Wealth Planning, LLC 0.21% Reduce -36.0% 4,190 $692K
VAUGHAN & Co SECURITIES, INC. 0.41% Reduce -2.9% 4,160 $687K
Ballentine Partners, LLC 0.01% Reduce -11.0% 4,157 $687K
Lindbrook Capital, LLC 0.06% Add +22.1% 4,149 $685K
Fortress Financial Solutions, LLC 0.98% — 4,145 $685K
Clearview Wealth Advisors LLC 0.52% New 4,140 $684K
IHT Wealth Management, LLC 0.02% Add +28.4% 4,126 $681K
Caitong International Asset Management Co., Ltd 0.67% — 4,123 $681K
Dana Investment Advisors, Inc. 0.02% New 4,116 $680K
Greenland Capital Management LP 0.14% Reduce -77.0% 4,097 $677K
Equitable Holdings, Inc. 0.01% Reduce -27.5% 4,087 $675K
Morningstar Investment Management LLC 0.05% No change 4,081 $674K
Fifth Third Wealth Advisors LLC 0.04% New 4,040 $667K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% Reduce -9.8% 4,000 $661K
Insigneo Advisory Services, LLC 0.07% Add +57.9% 3,996 $660K
Farringdon Capital, Ltd. 0.27% — 3,923 $648K
Ameritas Advisory Services, LLC 0.02% New 3,923 $648K
Snowden Capital Advisors LLC 0.02% Add +13.3% 3,903 $645K
ProVise Management Group, LLC 0.06% Reduce -1.3% 3,893 $643K
Stone Summit Wealth LLC 0.21% No change 3,875 $640K
Proficio Capital Partners LLC 0.05% Reduce -7.4% 3,869 $639K
Principal Securities, Inc. 0.01% Add +23.4% 3,834 $633K
Crossmark Global Holdings, Inc. 0.01% Add +8.9% 3,820 $631K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -32.7% 3,820 $631K
Regions Financial Corp. 0.00% Add +30.4% 3,810 $629K
Thoroughbred Financial Services, LLC 0.04% Add +0.3% 3,775 $623K
Emerald Advisers, LLC 0.02% Add +0.2% 3,745 $619K
Larson Financial Group LLC 0.03% Add +1.0% 3,725 $615K
Smith, Moore & Co. 0.06% Add +2.8% 3,685 $609K
Valley Wealth Managers, Inc. 0.05% New 3,681 $608K
Oak Thistle LLC 0.18% New 3,670 $606K
Farther Finance Advisors, LLC 0.02% Add +122.2% 3,661 $605K
Prelude Capital Management, LLC 0.05% New 3,619 $598K
Pinnacle Associates Ltd. 0.01% New 3,608 $596K
Net Worth Advisory Group 0.18% Reduce -7.7% 3,601 $595K
Valued Retirements, Inc. 0.80% No change 3,597 $594K
Fulton Bank, N.A. 0.02% Reduce -5.3% 3,597 $594K
Ascentis Independent Advisors 0.11% Reduce -22.5% 3,519 $581K
Scotia Capital Inc. 0.00% Add +26.2% 3,516 $581K
CWA Asset Management Group, LLC 0.03% Add +0.3% 3,515 $581K
Aft, Forsyth & Company, Inc. 0.28% No change 3,500 $578K
Stonebridge Financial Planning Group, LLC 0.26% Reduce -12.5% 3,500 $578K
Absolute Gestao de Investimentos Ltda. 0.25% New 3,500 $578K
Poplar Forest Capital LLC 0.11% Reduce -11.8% 3,460 $571K
Parallel Advisors, LLC 0.01% Add +1.3% 3,458 $571K
Kingsview Wealth Management, LLC 0.01% Add +15.4% 3,444 $569K
SBI Securities Co., Ltd. 0.02% — 3,440 $568K
Independent Advisor Alliance 0.01% Add +78.0% 3,438 $568K
Exencial Wealth Advisors, LLC 0.02% Add +0.2% 3,431 $567K
Debussy Capital Management LP 0.09% Add +2.1% 3,382 $566K
Freedom Investment Management, Inc. 0.05% Reduce -3.9% 3,419 $565K
CIBC Private Wealth Group LLC 0.00% Reduce -13.5% 3,467 $562K
Centaurus Financial, Inc. 0.03% Add +1.4% 3,388 $560K
Integrated Wealth Concepts LLC 0.01% Add +33.1% 3,369 $556K
Visionary Wealth Advisors 0.03% Add +10.8% 3,362 $555K
Encompass More Asset Management 0.18% New 3,346 $553K
Kovack Advisors, Inc. 0.05% Reduce -1.7% 3,345 $552K
Evercore Wealth Management, LLC 0.01% Add +0.0% 3,331 $550K
Quotient Wealth Partners, LLC 0.02% Reduce -47.3% 3,314 $547K
Oxford Asset Management LLP 0.25% New 3,287 $543K
Nations Financial Group Inc, /Ia/ 0.04% Add +1.0% 3,269 $540K
Vise Technologies, Inc. 0.04% Add +102.7% 3,258 $538K
GTS Securities LLC 0.03% Reduce -96.8% 3,250 $537K
Johnson Financial Group, Inc. 0.03% Add +21.0% 3,126 $534K
Davies Financial Advisors, Inc. 0.45% Reduce -26.4% 3,235 $534K
Northwest & Ethical Investments L.P. 0.01% Reduce -15.7% 3,231 $533K
Aaron Wealth Advisors LLC 0.06% Add +16.8% 3,184 $526K
J.Safra Asset Management Corp 0.04% Add +75.9% 3,134 $522K
Sunflower Bank, N.A. 0.14% Add +5.0% 3,131 $517K
Level Four Advisory Services, LLC 0.02% Reduce -0.9% 3,131 $517K
Commerzbank Aktiengesellschaft 0.01% New 3,102 $517K
Optimize Financial Inc. 0.38% — 3,096 $511K
Sage Investment Counsel LLC 0.67% — 3,090 $510K
GenTrust, LLC 0.02% No change 3,081 $509K
Fortress Financial Group, LLC 0.51% — 3,080 $509K
Wedbush Securities Inc. 0.02% Reduce -69.6% 3,048 $503K
Great Lakes Advisors, LLC 0.00% Reduce -3.1% 3,039 $502K
Landscape Capital Management, L.L.C. 0.05% New 3,028 $500K
Dynamic Advisor Solutions LLC 0.02% Reduce -6.5% 3,017 $498K
Dudley Capital Management, LLC 0.25% No change 3,000 $495K
Gilbert & Cook, Inc. 0.07% No change 2,985 $493K
Integrated Advisors Network LLC 0.02% Reduce -12.4% 2,965 $490K
Atlatl Advisers LLC 0.29% — 2,950 $487K
Evergreen Capital Management LLC 0.02% Reduce -16.4% 2,927 $483K
Vestmark Advisory Solutions, Inc. 0.02% Add +6.7% 2,906 $480K
Bradley Foster & Sargent Inc. 0.01% No change 2,903 $479K
OneDigital Investment Advisors LLC 0.01% Reduce -8.3% 2,893 $478K
Two Sigma Securities, LLC 0.09% New 2,889 $477K
CCG Wealth Management, LLC 0.27% Add +0.2% 2,888 $477K
Coordinated Financial Services, Inc. 0.37% — 2,862 $473K
Frank, Rimerman Advisors LLC 0.03% New 2,854 $471K
Coldstream Capital Management Inc. 0.01% Add +10.2% 2,852 $471K
Brown Brothers Harriman & Co. 0.00% Add +13.4% 2,826 $467K
Abacus Planning Group, Inc. 0.08% No change 2,820 $466K
Arbor Investment Advisors, LLC 0.07% No change 2,800 $462K
Powell Investment Advisors, LLC 0.21% No change 2,791 $461K
GAMMA Investing LLC 0.04% Add +10.4% 2,768 $457K
SageView Advisory Group, LLC 0.02% Add +4.5% 2,747 $454K
Plan Group Financial, LLC 0.24% Add +1.7% 2,742 $453K
International Assets Investment Management, LLC 0.04% Reduce -8.3% 2,718 $451K
Raiffeisen Bank International AG 0.01% — 2,704 $450K
Howard Capital Management, LLC 0.01% Add +8.4% 2,723 $450K
Petrus Trust Company, LTA 0.04% New 2,711 $448K
Arax Advisory Partners 0.03% Add +2.7% 2,704 $447K
Cyndeo Wealth Partners, LLC 0.03% Add +0.1% 2,690 $444K
Brookstone Capital Management 0.01% New 2,669 $441K
Diversified Enterprises, LLC 0.04% New 2,669 $441K
Fort Washington Investment Advisors Inc. 0.00% Reduce -27.7% 2,644 $437K
LGT Group Foundation 0.01% Add +32.0% 2,640 $436K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.26% — 2,620 $433K
Westbourne Investments, Inc. 0.25% — 2,600 $429K
Triumph Capital Management 0.15% Reduce -67.5% 2,600 $429K
Atlas Private Wealth Advisors 0.06% No change 2,600 $429K
Sigma Planning Corp 0.01% Add +0.6% 2,557 $422K
Dorsey & Whitney Trust CO LLC 0.02% Add +6.8% 2,554 $422K
HighPoint Advisor Group LLC 0.02% Reduce -11.5% 2,658 $420K
Shell Asset Management Co. 0.02% New 2,537 $419K
Laurion Capital Management LP 0.03% Reduce -68.0% 2,512 $415K
Helios Capital Management Pte. Ltd. 0.24% No change 2,500 $413K
Maven Securities LTD 0.07% Reduce -56.3% 2,500 $413K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,500 $413K
Wambolt & Associates, LLC 0.13% Reduce -5.0% 2,490 $411K
Shelton Capital Management 0.01% New 2,488 $411K
Flow Traders U.S. LLC 0.02% New 2,479 $409K
Smartleaf Asset Management LLC 0.04% Add +30.1% 2,453 $408K
Opal Wealth Advisors, LLC 0.12% Reduce -1.4% 2,472 $408K
Bingham Private Wealth, LLC 0.43% — 2,438 $403K
Walled Lake Planning & Wealth Management, LLC 0.15% Add +37.2% 2,436 $402K
FFT Wealth Management LLC 0.03% Reduce -13.5% 2,419 $400K
Hollencrest Capital Management 0.02% Reduce -11.0% 2,414 $399K
Moss Adams Wealth Advisors LLC 0.04% Add +2.0% 2,406 $397K
Resonant Capital Advisors, LLC 0.03% Reduce -21.9% 2,387 $394K
PharVision Advisers, LLC 0.33% — 2,385 $394K
Columbia Bank 0.13% Add +42.9% 2,427 $387K
Chickasaw Capital Management LLC 0.02% No change 2,328 $384K
Merit Financial Group, LLC 0.01% Add +18.3% 2,315 $382K
Carolinas Wealth Consulting LLC 0.07% Reduce -13.1% 2,311 $382K
AXS Investments LLC 0.11% No change 2,300 $380K
Delta Asset Management LLC 0.03% No change 2,300 $380K
Aviso Wealth Management 0.19% No change 2,276 $376K
Focus Partners Advisor Solutions, LLC 0.01% New 2,248 $371K
Taika Capital, LP 0.28% New 2,220 $367K
CFM Wealth Partners LLC 0.06% Add +0.1% 2,208 $365K
Forte Capital LLC 0.04% Add +2.1% 2,208 $365K
Knightsbridge Asset Management, LLC 0.08% Add +0.4% 2,177 $360K
Lake Street Advisors Group, LLC 0.02% Add +5.6% 2,169 $358K
Pinkerton Wealth, LLC 0.05% New 2,165 $358K
Paradigm Asset Management Co. LLC 0.10% Add +48.1% 2,156 $356K
Aptus Capital Advisors, LLC 0.00% Add +7.2% 2,147 $355K
Greenleaf Trust 0.00% Add +12.1% 2,114 $349K
PFG Advisors 0.02% Reduce -1.0% 2,109 $348K
Triad Wealth Partners, LLC 0.12% New 2,090 $345K
111 Capital 0.07% — 2,082 $344K
Broadway Wealth Solutions, Inc. 0.26% — 2,081 $344K
Sagespring Wealth Partners, LLC 0.01% — 2,068 $342K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.18% New 2,060 $340K
Tritonpoint Wealth, LLC 0.03% New 2,046 $338K
SouthState Bank Corp 0.02% Add +2.3% 2,046 $338K
TrinityPoint Wealth, LLC 0.05% Add +1.1% 2,042 $337K
Slow Capital, Inc. 0.05% No change 2,040 $337K
Flagship Harbor Advisors, LLC 0.02% Add +6.3% 2,035 $336K
Smithfield Trust Co 0.02% No change 2,036 $336K
AdvisorNet Financial, Inc 0.03% Add +744.1% 2,009 $332K
Carl P. Sherr & Co., LLC 0.17% No change 2,000 $330K
Wealth Alliance Advisory Group, LLC 0.07% No change 2,000 $330K
North Star Investment Management Corp. 0.02% No change 2,000 $330K
ZWJ Investment Counsel Inc. 0.01% No change 2,000 $330K
Graypoint LLC 0.02% Add +12.0% 1,988 $328K
Sand Hill Global Advisors, LLC 0.01% No change 1,985 $328K
Gsa Capital Partners LLP 0.02% Reduce -87.7% 1,981 $327K
Moneco Advisors, LLC 0.03% Add +7.5% 1,975 $326K
Hilltop National Bank 0.10% No change 1,970 $325K
New Century Financial Group, LLC 0.14% Reduce -19.1% 1,924 $325K
Riverwater Partners LLC 0.16% New 1,965 $325K
Atlas Capital Advisors Inc. 0.04% No change 1,962 $324K
M3 Advisory Group, LLC 0.23% No change 1,937 $320K
Integrated Investment Consultants, LLC 0.07% No change 1,935 $320K
Pittenger & Anderson Inc. 0.01% No change 1,900 $314K
Arlington Trust Co LLC 0.07% Add +1.5% 1,899 $314K
Diversify Advisory Services, LLC 0.02% Add +38.9% 2,012 $313K
Fisher Asset Management 0.00% Add +9.8% 1,889 $312K
Claro Advisors Inc. 0.04% No change 1,869 $309K
Vinva Investment Management Ltd 0.01% New 1,843 $307K
Generali Asset Management SPA SGR 0.01% — 1,852 $306K
Sentry Investment Management LLC 0.15% New 1,847 $305K
Citizens Financial Group Inc. 0.01% New 1,843 $304K
Compound Planning, Inc. 0.02% New 1,834 $303K
Argentarii, LLC 0.15% — 1,832 $303K
Portland Global Advisors LLC 0.04% No change 1,800 $297K
Greenwood Gearhart LLC 0.02% No change 1,800 $297K
JFG Wealth Management, LLC 0.07% No change 1,782 $294K
Main Street Research LLC 0.02% Add +2.4% 1,775 $293K
Quadrant Capital Group LLC 0.02% Add +0.8% 1,769 $292K
Nilsine Partners, LLC 0.03% New 1,748 $289K
Tower Wealth Partners, Inc. 0.15% Add +4.4% 1,743 $288K
GeoWealth Management, LLC 0.01% Add +176.7% 1,743 $288K
Darden Wealth Group Inc 0.19% No change 1,700 $281K
Spahn Wealth & Retirement LLC 0.18% — 1,700 $281K
Jackson Square Capital, LLC 0.07% Reduce -24.0% 1,700 $281K
United Advisor Group, LLC 0.06% No change 1,700 $281K
Pekin Hardy Strauss, Inc. 0.04% New 1,700 $281K
Tanager Wealth Management LLP 0.04% Add +0.8% 1,692 $279K
Fielder Capital Group LLC 0.09% Add +0.5% 1,686 $278K
Transcend Capital Advisors, LLC 0.02% Add +0.3% 1,650 $273K
Iron Horse Wealth Management, LLC 0.09% Reduce -12.1% 1,645 $272K
Cynosure Group, LLC 0.04% Reduce -45.8% 1,645 $272K
Cardiff Park Advisors, LLC 0.03% No change 1,645 $272K
Callan Family Office, LLC 0.02% New 1,641 $271K
Waverly Advisors, LLC 0.00% New 1,634 $270K
EntryPoint Capital, LLC 0.11% New 1,632 $270K
WINTON GROUP Ltd 0.02% Reduce -69.2% 1,622 $268K
ICONIQ Capital, LLC 0.00% New 1,619 $267K
Godshalk Welsh Capital Management, Inc. 0.17% Reduce -3.0% 1,605 $265K
RNC Capital Management LLC 0.01% New 1,600 $264K
Kolinsky Wealth Management, LLC 0.16% Reduce -2.4% 1,587 $262K
Diversified Trust Co. 0.01% New 1,582 $261K
AlphaStar Capital Management, LLC 0.03% Reduce -2.4% 1,580 $261K
Fairview Capital Investment Management, LLC 0.01% New 1,556 $257K
Sargent Investment Group, LLC 0.04% New 1,647 $255K
Ashton Thomas Private Wealth, LLC 0.01% New 1,529 $253K
L2 Asset Management, LLC 0.05% Reduce -5.6% 1,523 $252K
Ostrum Asset Management 0.02% Reduce -4.0% 1,513 $250K
Pitcairn Co. 0.01% New 1,512 $250K
Childress Capital Advisors, LLC 0.07% New 1,510 $249K
Valeo Financial Advisors, LLC 0.01% New 1,507 $249K
Simon Quick Advisors, LLC 0.01% New 1,505 $249K
BXM Wealth LLC 0.35% — 1,500 $248K
Savoie Capital LLC 0.03% New 1,500 $248K
Rathbones Group PLC 0.00% New 1,500 $248K
Caisse de depot et placement du Quebec 0.00% Reduce -16.7% 1,500 $248K
Alta Advisers Ltd 0.16% Reduce -6.5% 1,496 $247K
Fiduciary Trust Co 0.00% New 1,489 $246K
Silvercrest Asset Management Group LLC 0.00% New 1,475 $244K
Patriot Financial Group Insurance Agency, LLC 0.03% New 1,469 $243K
RDA Financial Network 0.07% New 1,450 $239K
Clark Asset Management, LLC 0.04% New 1,435 $237K
Longboard Asset Management, LP 0.63% — 1,434 $237K
PDS Planning, Inc 0.02% New 1,428 $236K
Private Trust Co. NA 0.02% Reduce -9.9% 1,424 $235K
Permanent Capital Management, LP 0.07% — 1,396 $231K
Ritholtz Wealth Management 0.01% New 1,386 $229K
Two Sigma Investments, LP 0.00% Reduce -98.6% 1,379 $228K
Peapack Gladstone Financial Corp. 0.00% New 1,366 $226K
Fidelis Capital Partners, LLC 0.02% New 1,343 $224K
Core Wealth Partners LLC 0.13% New 1,357 $224K
Berger Financial Group, Inc 0.02% New 1,357 $224K
Nautilus Advisors LLC 0.18% — 1,340 $221K
GC Wealth Management RIA, LLC 0.04% New 1,339 $221K
Marcum Wealth, LLC 0.02% Reduce -35.7% 1,337 $221K
Five Oceans Advisors 0.10% New 1,335 $220K
Cable Hill Partners, LLC 0.02% New 1,330 $220K
Sound View Wealth Advisors Group, LLC 0.02% New 1,323 $219K
Machina Capital S.A.S. 0.09% New 1,311 $217K
SkyOak Wealth, LLC 0.05% New 1,311 $217K
Quantum Financial Advisors, LLC 0.03% New 1,310 $216K
Union Bancaire Privee, UBP SA 0.00% — 1,430 $216K
Leo Wealth, LLC 0.02% New 1,302 $215K
Armstrong Advisory Group, Inc. 0.02% No change 1,300 $215K
Private Portfolio Partners LLC 0.04% New 1,270 $210K
Marest Capital, LLC 0.17% New 1,268 $209K
Marino, Stram & Associates LLC 0.05% New 1,266 $209K
Main Street Group, LTD 0.09% Reduce -57.8% 1,264 $209K
TCTC Holdings, LLC 0.01% No change 1,259 $208K
American Trust 0.02% Reduce -42.1% 1,253 $207K
Douglass Winthrop Advisors, LLC 0.00% New 1,250 $206K
Fayez Sarofim & Co 0.00% New 1,250 $206K
Sage Mountain Advisors LLC 0.02% New 1,249 $206K
Capital Asset Advisory Services LLC 0.01% New 1,215 $205K
HCR Wealth Advisors 0.03% New 1,237 $204K
Genesis Private Wealth, LLC 0.11% — 1,235 $204K
Sentry LLC 0.04% New 1,231 $203K
Spire Wealth Management 0.01% Add +0.3% 1,226 $203K
Confluence Wealth Services, Inc. 0.01% New 1,188 $202K
Wexford Capital LP 0.05% New 1,221 $202K
Cahill Financial Advisors Inc. 0.03% New 1,217 $201K
Allianz SE 0.01% No change 1,200 $200K
Penserra Capital Management LLC 0.00% Add +2360.4% 1,181 $194K
Heritage Wealth Advisors 0.01% No change 1,100 $182K
SOA Wealth Advisors, LLC. 0.03% No change 1,077 $178K
Covestor Ltd 0.11% Reduce -12.3% 1,071 $177K
Cape Investment Advisory, Inc. 0.07% Reduce -13.6% 1,019 $168K
Quarry LP 0.03% Add +101700.0% 1,018 $168K
Berbice Capital Management LLC 0.13% — 1,001 $165K
Future Financial Wealth Managment LLC 0.12% No change 1,000 $165K
Capital Analysts, LLC 0.01% Reduce -14.9% 998 $165K
Granite FO LLC 0.09% No change 950 $157K
Blue Trust, Inc. 0.00% Reduce -70.5% 948 $157K
Allworth Financial LP 0.00% Add +26.1% 919 $155K
Capital A Wealth Management, LLC 0.23% — 853 $141K
Eisler Capital Management Ltd. 0.00% — 821 $136K
MassMutual Private Wealth & Trust, FSB 0.00% Add +167.4% 821 $136K
Clearstead Advisors, LLC 0.00% Add +20.4% 802 $132K
Chesapeake Asset Management LLC 0.12% No change 800 $132K
Montag A & Associates Inc. 0.01% No change 800 $132K
Stelac Advisory Services LLC 0.05% New 798 $132K
WASHINGTON TRUST Co 0.00% No change 757 $125K
Brooklyn Investment Group 0.04% Reduce -47.1% 747 $123K
Bogart Wealth, LLC 0.01% No change 722 $119K
Huntington National Bank 0.00% Add +3.9% 698 $115K
Darwin Wealth Management, LLC 0.04% New 695 $115K
Moser Wealth Advisors, LLC 0.06% No change 676 $112K
Truvestments Capital LLC 0.03% Add +0.3% 667 $110K
Western Pacific Wealth Management, LP 0.09% Reduce -18.1% 661 $109K
Acadian Asset Management LLC 0.00% Reduce -90.0% 623 $102K
Orion Capital Management LLC 0.04% New 600 $99K
Venturi Wealth Management, LLC 0.00% Add +2300.0% 600 $99K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -5.1% 597 $99K
Ascentis Wealth Management, LLC 0.03% New 585 $97K
Parkside Financial Bank & Trust 0.01% Add +1.3% 554 $91K
Cornerstone Planning Group LLC 0.02% Reduce -7.8% 546 $91K
Concourse Financial Group Securities, Inc. 0.01% Add +0.6% 530 $90K
Y.D. More Investments Ltd 0.01% New 541 $89K
Mowery & Schoenfeld Wealth Management, LLC 0.17% No change 534 $88K
Versant Capital Management, Inc 0.02% Add +203.6% 501 $83K
Sunbelt Securities, Inc. 0.01% No change 484 $81K
Cassady Schiller Wealth Management, LLC 0.03% Add +5.5% 481 $79K
Banque Transatlantique SA 0.00% — 460 $76K
WR Wealth Planners, LLC 0.02% Add +25.3% 455 $75K
McIlrath & Eck, LLC 0.01% No change 454 $75K
CVA Family Office, LLC 0.01% Add +19.3% 446 $74K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.7% 417 $69K
Riverview Trust Co 0.06% No change 413 $68K
Harbour Investments, Inc. 0.00% Add +154.0% 409 $68K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +33.3% 400 $66K
Asset Dedication, LLC 0.01% No change 384 $63K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.3% 382 $63K
FWL Investment Management, LLC 0.02% No change 381 $63K
Elequin Capital, LP 0.01% New 352 $58K
Colonial Trust Co / SC 0.01% Add +29.1% 350 $58K
Compass Wealth Management LLC 0.01% No change 346 $57K
Oarsman Capital, Inc. 0.01% Reduce -11.3% 323 $53K
Silicon Valley Capital Partners 0.01% No change 311 $51K
Ancora Advisors LLC 0.00% No change 310 $51K
Concord Wealth Partners 0.01% No change 300 $50K
Cullen/Frost Bankers, Inc. 0.00% Reduce -5.1% 300 $50K
Glen Eagle Advisors, LLC 0.01% No change 288 $48K
Compagnie Lombard Odier SCmA 0.00% No change 280 $46K
UMB Bank, n.a. 0.00% Add +447.1% 279 $46K
HM Payson & Co. 0.00% New 271 $45K
Hazlett, Burt & Watson, Inc. 0.02% No change 269 $44K
Salomon & Ludwin, LLC 0.00% No change 263 $43K
Washington Trust Advisors, Inc. 0.00% Reduce -35.9% 259 $43K
Plato Investment Management Ltd 0.00% No change 248 $41K
First Horizon Advisors, Inc. 0.00% Add +19.6% 244 $40K
Retirement Wealth Solutions LLC 0.03% — 251 $39K
Bfsg, LLC 0.00% No change 230 $38K
Hexagon Capital Partners LLC 0.01% Add +2.7% 225 $37K
Kohmann Bosshard Financial Services, LLC 0.00% New 204 $34K
Hopwood Financial Services, Inc. 0.03% — 201 $33K
Wolff Wiese Magana LLC 0.02% No change 183 $30K
Roble, Belko & Company, Inc 0.00% No change 176 $29K
JFS Wealth Advisors, LLC 0.00% No change 167 $28K
MCF Advisors LLC 0.00% No change 165 $27K
Fourth Dimension Wealth, LLC 0.01% — 150 $25K
Legacy Investment Solutions, LLC 0.02% No change 150 $25K
Legacy Wealth Managment, LLC 0.02% No change 150 $25K
Meeder Asset Management Inc. 0.00% Reduce -6.5% 145 $24K
Hemington Wealth Management 0.01% Add +110.5% 141 $23K
Towne Trust Company, N.A 0.01% No change 132 $22K
TFC Financial Management, Inc. 0.00% No change 128 $21K
MV Capital Management, Inc. 0.00% Add +47.5% 118 $19K
Global Financial Private Client, LLC 0.01% Add +6.5% 114 $19K
Fortitude Family Office, LLC 0.01% No change 113 $19K
Archer Investment Corp 0.00% No change 112 $18K
Kimelman & Baird, LLC 0.00% No change 112 $18K
Crewe Advisors LLC 0.00% No change 111 $18K
American National Bank & Trust 0.00% No change 110 $18K
Duncker Streett & Co. Inc. 0.00% New 105 $17K
TD Capital Management LLC 0.00% No change 104 $17K
GW&K Investment Management, LLC 0.00% New 103 $17K
Minot DeBlois Advisors LLC 0.02% — 100 $17K
Cromwell Holdings LLC 0.01% New 100 $17K
Mb, Levis & Associates, LLC 0.01% No change 100 $17K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $17K
Empirical Asset Management, LLC 0.01% New 16,384 $16K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.0% 97 $16K
Grove Bank & Trust 0.00% No change 92 $15K
Physician Wealth Advisors, Inc. 0.00% New 91 $15K
Bell Investment Advisors, Inc 0.00% Add +34.4% 86 $14K
Avior Wealth Management, LLC 0.00% No change 85 $14K
Stonebridge Financial Group, LLC 0.00% — 82 $14K
Olistico Wealth, LLC 0.01% No change 80 $13K
Whipplewood Advisors, LLC 0.01% — 77 $13K
Cherry Tree Wealth Management, LLC 0.00% No change 75 $12K
Anchor Investment Management, LLC 0.00% No change 75 $12K
Mather Group, Llc. 0.00% Reduce -1.4% 73 $12K
Tucker Asset Management LLC 0.00% No change 72 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +17.5% 67 $11K
Abound Wealth Management 0.00% Add +1550.0% 66 $11K
Plante Moran Financial Advisors, LLC 0.00% No change 64 $11K
Sachetta, LLC 0.00% No change 62 $10K
ORG Partners LLC 0.00% Reduce -4.8% 60 $10K
State of Wyoming 0.00% New 60 $10K
Avion Wealth 0.00% Add +9.6% 57 $9K
Salem Investment Counselors Inc. 0.00% Reduce -18.5% 53 $9K
Bruce G. Allen Investments, LLC 0.01% No change 52 $9K
Kozak & Associates, Inc. 0.00% New 50 $8K
Raffa Wealth Management, LLC 0.00% No change 51 $8K
Aspect Partners, LLC 0.00% No change 50 $8K
CENTRAL TRUST Co 0.00% No change 49 $8K
Highline Wealth Partners LLC 0.00% Add +104.3% 47 $8K
Capital Advisors, Ltd. LLC 0.00% No change 45 $7K
Raleigh Capital Management Inc. 0.00% Add +180.0% 42 $7K
Red Tortoise LLC 0.00% No change 38 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -97.0% 37 $6K
Ameriflex Group, Inc. 0.00% — 34 $6K
Wingate Wealth Advisors, Inc. 0.01% — 35 $6K
DT Investment Partners, LLC 0.00% No change 35 $6K
SJS Investment Consulting Inc. 0.00% Reduce -31.1% 31 $5K
Park Square Financial Group, LLC 0.00% — 30 $5K
Eagle Bay Advisors LLC 0.00% No change 29 $5K
Millstone Evans Group, LLC 0.00% — 27 $4K
Financial Management Professionals, Inc. 0.00% New 27 $4K
WealthTrak Capital Management LLC 0.00% — 22 $4K
Sierra Ocean, LLC 0.00% — 22 $4K
Aviso Financial Inc. 0.00% No change 22 $4K
Sittner & Nelson, LLC 0.00% New 21 $3K
Transce3nd, LLC 0.00% — 21 $3K
R Squared Ltd 0.00% — 20 $3K
Colonial Trust Advisors 0.00% No change 20 $3K
Geneos Wealth Management Inc. 0.00% Reduce -23.8% 16 $3K
Bokf, NA 0.00% Reduce -23.8% 16 $2K
FLP Wealth Management, LLC 0.01% — 14 $2K
Principia Wealth Advisory, LLC 0.00% — 14 $2K
Winnacle Wealth LLC 0.00% — 12 $2K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -99.8% 10 $2K
Painted Porch Advisors LLC 0.00% New 10 $2K
Toth Financial Advisory Corp. 0.00% New 10 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
WPG Advisers, LLC 0.00% — 8 $1K
Parkworth Wealth Management, Inc. 0.00% — 8 $1K
Laurel Wealth Advisors LLC 0.00% No change 7 $1K
Riggs Asset Managment Co. Inc. 0.00% Add +50.0% 6 $1K
Richardson Financial Services Inc. 0.00% No change 6 $991
SWAN Capital LLC 0.00% New 5 $826
WestEnd Advisors, LLC 0.00% New 4 $661
Activest Wealth Management 0.00% New 3 $495
High Note Wealth, LLC 0.00% New 2 $330
Lanark Financial, Inc. 0.02% — 1 $232
Decker Retirement Planning Inc. 0.00% — 1 $165
Nvwm, LLC 0.00% New 1 $165
REAP Financial Group, LLC 0.00% New 1 $83

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