Apollo Global ManagementAPO

13F holders, Q1 2025 (March 31)
1,094holders −25
117new positions
139sold out
13famous investors
$136.88avg. 13F price*

At the end of Q1 2025, 1,094 institutions reported holding Apollo Global Management Inc. (APO) in their 13F filings, down 25 from Q4 2024. 117 opened new positions and 139 sold out. The largest holders were Vanguard Group Inc. ($6.3B), BlackRock, Inc. ($4.9B) and Capital World Investors ($3.9B). 13 famous investors held it, including Leon Cooperman (7.5% of Omega Advisors (Leon Cooperman)'s portfolio), Dan Loeb (3.3% of Third Point's portfolio) and Chase Coleman (3.2% of Tiger Global Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions117$986.2M
Exits139$579.0M

All 13F filers, Q4 2024 → Q1 2025: 28,341,647 shares bought and 29,083,572 shares sold, net −741,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,094 holders

Vanguard Group Inc. 0.11% Add +2.0% 46,028,812 $6.3B
BlackRock, Inc. 0.10% Add +5.0% 35,982,444 $4.9B
Capital World Investors 0.63% Reduce -10.8% 28,180,344 $3.9B
State Street Corp. 0.11% Add +1.2% 18,988,504 $2.6B
FMR LLC 0.16% Reduce -7.7% 18,141,011 $2.5B
Capital International Investors 0.30% Add +1.1% 11,076,474 $1.5B
Geode Capital Management, LLC 0.11% Add +4.2% 9,808,501 $1.3B
Franklin Resources Inc. 0.34% Add +1.0% 8,501,954 $1.2B
National Philanthropic Trust 18.64% Reduce 0.0% 8,424,838 $1.2B
Norges Bank 0.16% Add +3.2% 8,137,293 $1.1B
Morgan Stanley 0.08% Add +9.1% 7,816,052 $1.1B
Capital Research Global Investors 0.21% Reduce -4.5% 7,114,846 $974.3M
Tiger Global Management 3.20% Reduce -49.4% 6,209,496 $850.3M
JPMorgan Chase & Co. 0.06% Add +16.0% 5,442,407 $745.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Reduce -0.1% 4,910,028 $672.4M
Northern Trust Corp. 0.08% Reduce -7.5% 4,053,226 $555.0M
UBS Group AG 0.11% Add +32.4% 3,692,796 $505.7M
Invesco Ltd. 0.09% Add +10.0% 3,621,357 $495.9M
Legal & General Group Plc 0.12% Reduce -3.7% 3,290,014 $450.5M
Clearbridge Investments, LLC 0.39% Add +1.6% 3,247,041 $444.6M
T. Rowe Price Associates Inc. 0.05% Reduce -50.4% 3,199,761 $438.2M
Charles Schwab Investment Management Inc. 0.08% Add +3.9% 3,013,298 $412.6M
Beck Mack & Oliver LLC 7.86% Reduce -2.7% 2,872,524 $393.4M
Neuberger Berman Group LLC 0.32% Add +2.6% 2,757,459 $377.6M
Goldman Sachs Group Inc. 0.07% Add +7.1% 2,734,632 $374.5M
Boston Partners 0.45% New 2,719,021 $370.5M
Allen Investment Management, LLC 4.22% Add +14.4% 2,641,043 $361.7M
Bank of America Corp. 0.03% Add +40.4% 2,595,746 $355.5M
Bank of New York Mellon Corp 0.07% Reduce -2.0% 2,586,844 $354.2M
Massachusetts Financial Services Co. 0.12% Reduce -3.2% 2,567,178 $351.5M
Nuveen, LLC 0.10% — 2,499,893 $342.3M
Alliancebernstein L.P. 0.12% Add +33.0% 2,473,614 $338.7M
Curated Wealth Partners LLC 39.50% Add +0.3% 2,229,366 $305.3M
Mariner, LLC 0.48% Add +487.1% 2,121,606 $290.5M
Ensign Peak Advisors, Inc 0.46% Add +1.3% 1,757,852 $240.7M
D. E. Shaw & Co. 0.29% Reduce -32.3% 1,661,727 $227.6M
Royal Bank of Canada 0.05% Add +156.4% 1,535,143 $210.2M
Third Point 3.27% Add +275.0% 1,500,000 $205.4M
TD Asset Management Inc 0.18% Reduce -41.9% 1,438,260 $197.0M
Omega Advisors (Leon Cooperman) 7.54% No change 1,387,000 $189.9M
Dimensional Fund Advisors LP 0.05% Add +0.1% 1,344,154 $184.1M
D1 Capital Partners 2.68% New 1,276,209 $174.8M
Deutsche Bank AG 0.07% Add +5.9% 1,263,238 $173.0M
Bessemer Group Inc. 0.30% Add +0.7% 1,234,934 $169.1M
Wells Fargo & Company 0.04% Reduce -10.1% 1,180,940 $161.7M
Janus Henderson Group PLC 0.09% Add +0.9% 1,179,047 $161.5M
NorthCoast Asset Management LLC 0.81% Add +10.0% 1,174,713 $160.9M
Barclays PLC 0.07% Reduce -18.3% 1,155,654 $158.3M
Heard Capital LLC 9.09% Add +25.6% 1,117,220 $153.0M
Swiss National Bank 0.11% Reduce -0.8% 1,117,114 $153.0M
Menora Mivtachim Holdings LTD. 0.98% Add +6.8% 1,096,396 $150.1M
CapitalatWork S.A. 4.67% Reduce -14.4% 1,047,672 $143.5M
Markel Group 1.23% No change 1,012,500 $138.7M
Bank of Montreal 0.07% Reduce -4.0% 1,008,441 $138.1M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -0.2% 956,397 $131.0M
William Blair Investment Management, LLC 0.36% Reduce -32.5% 945,205 $129.4M
Raymond James Financial Inc. 0.05% Add +0.2% 942,375 $129.0M
MSA Advisors, LLC 32.64% Add +12.4% 930,702 $127.5M
Williams Jones Wealth Management, LLC. 1.54% Add +21.5% 881,779 $120.8M
National Pension Service 0.12% Add +4.2% 880,273 $120.5M
California Public Employees Retirement System 0.08% Reduce -1.8% 853,224 $116.8M
Rhumbline Advisers 0.11% Add +2.9% 847,085 $116.0M
Citigroup Inc. 0.09% Add +54.5% 819,279 $112.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +12.3% 752,384 $103.0M
Amundi 0.03% Reduce -3.1% 776,198 $95.8M
BNP Paribas Financial Markets 0.07% Reduce -27.4% 674,255 $92.3M
Wellington Management Group LLP 0.02% Reduce -15.7% 635,352 $87.0M
American Century Companies Inc. 0.05% Reduce -6.4% 633,626 $86.8M
Renaissance Technologies 0.13% New 632,565 $86.6M
Blue Whale Capital LLP 6.91% Add +117.3% 623,495 $85.4M
PointState Capital LP 1.86% Add +117.5% 614,953 $84.2M
California State Teachers Retirement System 0.10% Reduce -1.8% 614,113 $84.1M
Newbrook Capital Advisors LP 13.24% Add +1.7% 612,273 $83.8M
HSBC Holdings PLC 0.06% Reduce -1.9% 605,211 $82.8M
New York State Common Retirement Fund 0.12% Reduce -14.2% 602,336 $82.5M
Partners Group Holding AG 3.45% Add +7.5% 601,157 $82.3M
Bahl & Gaynor LLC 0.42% Add +20.3% 596,988 $81.8M
Federated Hermes, Inc. 0.17% Reduce -5.0% 587,449 $80.4M
Aviva PLC 0.19% Add +33.3% 579,101 $79.3M
Alyeska Investment Group, L.P. 0.31% Add +1091.1% 569,021 $77.9M
Millennium Management 0.08% Add +120.2% 561,325 $76.9M
Principal Financial Group Inc. 0.04% Add +1.4% 550,221 $75.3M
Ieq Capital, LLC 0.59% Add +1519.0% 541,474 $74.1M
Envestnet Asset Management Inc. 0.02% Add +7.4% 533,722 $73.1M
Two Sigma Advisers, LP 0.16% New 531,324 $72.8M
Zurich Insurance Group Ltd 0.57% Reduce -4.0% 518,226 $71.0M
MHR Fund Management LLC 8.23% Reduce -9.1% 500,000 $68.5M
Westfield Capital Management Co. LP 0.33% Add +19.6% 493,602 $67.6M
State Board of Administration of Florida Retirement System 0.13% No change 491,363 $67.3M
First Trust Advisors LP 0.06% Add +238.8% 488,662 $66.9M
Vaughan David Investments LLC 1.53% Reduce -2.6% 476,588 $65.3M
Panagora Asset Management Inc. 0.33% Add +93.3% 475,680 $65.1M
Holocene Advisors, LP 0.19% Add +94.4% 472,054 $64.6M
Palestra Capital Management LLC 2.60% Reduce -34.0% 470,278 $64.4M
Tocqueville Asset Management L.P. 1.05% Reduce -4.9% 466,846 $63.9M
Select Equity Group, L.P. 0.28% Reduce -52.2% 450,885 $61.7M
Todd Asset Management LLC 1.45% Add +50.9% 450,257 $61.7M
Squarepoint Ops LLC 0.15% Add +408.6% 441,365 $60.4M
Locust Wood Capital Advisers, LLC 2.06% Reduce -12.5% 431,320 $59.1M
Teachers Retirement System of the State of Kentucky 0.52% Add +69.5% 420,390 $57.6M
Regal Partners Ltd 5.84% Reduce -11.8% 416,401 $57.0M
Cornerstone Investment Partners, LLC 2.73% Add +27.8% 412,382 $56.5M
Rockefeller Capital Management L.P. 0.14% Add +47.6% 405,017 $55.5M
Cookson Peirce & Co. Inc. 2.78% Reduce -1.4% 404,126 $55.3M
Aberdeen Group plc 0.11% Add +110.4% 408,081 $54.9M
Montanova Capital, LLC 2.20% Reduce -14.6% 396,540 $54.3M
FIL Ltd 0.05% Reduce -19.1% 396,401 $54.3M
Frontier Capital Management Co. LLC 0.59% Reduce -5.8% 392,144 $53.7M
Brown Advisory Inc. 0.08% Reduce -0.2% 390,705 $53.5M
Nomura Asset Management Co. Ltd. 0.16% Add +42.4% 383,201 $52.5M
TCW Group Inc. 0.46% Reduce -18.2% 378,601 $51.8M
Adage Capital Partners Gp, L.L.C. 0.10% Add +11.1% 376,900 $51.6M
Russell Investments Group, Ltd. 0.07% Reduce -0.8% 358,380 $49.1M
Guardian Point Capital, LP 28.89% Reduce -39.1% 350,000 $47.9M
Mirabella Financial Services LLP 2.03% New 350,000 $47.9M
Jennison Associates LLC 0.03% Reduce -53.2% 346,586 $47.5M
National Bank of Canada 0.06% Add +12.3% 344,914 $47.3M
LPL Financial LLC 0.02% Add +20.5% 333,583 $45.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -11.8% 331,763 $45.4M
OCO Capital Partners, L.P. 25.32% Reduce -18.7% 325,169 $44.5M
KBC Group NV 0.14% Add +90.5% 321,391 $44.0M
Royal London Asset Management Ltd. 0.10% Add +4.2% 318,287 $43.6M
DNB Asset Management AS 0.20% Add +48.9% 310,358 $42.5M
New York State Teachers Retirement System 0.10% Add +1.1% 309,733 $42.4M
Senator Investment Group LP 2.22% Reduce -18.6% 305,243 $41.8M
Onex Canada Asset Management Inc. 5.35% Add +1.9% 303,234 $41.5M
Cercano Management LLC 1.20% No change 297,985 $40.8M
NFC Investments, LLC 12.12% Reduce -3.5% 297,652 $40.8M
Brandywine Global Investment Management, LLC 0.28% Reduce -4.5% 283,144 $38.8M
LGT Capital Partners LTD. 1.69% Add +16.0% 278,500 $38.1M
Ameriprise Financial Inc. 0.01% Add +29.9% 273,906 $37.5M
Credit Agricole S A 0.14% Add +18.4% 268,844 $36.8M
Storebrand Asset Management As 0.12% Reduce -1.6% 266,534 $36.5M
iA Global Asset Management Inc. 0.61% Add +3.3% 258,912 $35.5M
Stifel Financial Corp. 0.04% Reduce -6.2% 251,470 $34.4M
STRS Ohio 0.14% Add +107.7% 245,258 $33.6M
Treasurer of the State of North Carolina 0.13% Add +4.1% 238,825 $32.7M
Flputnam Investment Management Co. 0.61% Reduce -17.0% 237,531 $32.5M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -0.1% 235,178 $32.2M
Prudential Financial Inc. 0.05% Add +1.6% 234,098 $32.1M
Goodnow Investment Group, LLC 3.38% Reduce -0.9% 228,980 $31.4M
State of Wisconsin Investment Board 0.08% Reduce -9.8% 227,595 $31.2M
Argent Capital Management LLC 0.95% New 227,385 $31.1M
Gillson Capital LP 2.65% Add +340.9% 227,167 $31.1M
Knott David M Jr 14.54% No change 225,000 $30.8M
Truist Financial Corp. 0.05% Reduce -1.0% 218,402 $29.9M
Walleye Capital LLC 0.37% Reduce -28.7% 217,205 $29.7M
Public Employees Retirement System of Ohio 0.11% Reduce -2.9% 216,609 $29.7M
Cerity Partners LLC 0.06% Add +6.6% 214,197 $29.3M
APG Asset Management N.V. 0.09% Reduce -1.0% 230,800 $29.3M
Basswood Capital Management, L.L.C. 1.60% No change 208,253 $28.5M
Burkehill Global Management, LP 2.04% No change 200,000 $27.4M
Corient Private Wealth LP 0.04% Reduce -2.2% 199,361 $27.3M
Janney Montgomery Scott LLC 0.07% Reduce -4.5% 191,845 $26.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -1.2% 191,612 $26.2M
Maestria Partners LLC 10.99% Add +11.8% 189,952 $26.0M
Natixis Advisors, LLC 0.05% Reduce -9.1% 188,247 $25.8M
Mackenzie Financial Corp. 0.04% Add +2.1% 185,911 $25.5M
Stephens Inc. 0.37% Add +0.9% 185,609 $25.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +15.2% 183,384 $25.1M
Oribel Capital Management, LP 3.11% Reduce -48.6% 182,700 $25.0M
Asset Management One Co., Ltd. 0.08% Add +6.0% 171,195 $23.4M
Northern Right Capital Management, L.P. 9.53% Reduce -21.5% 170,491 $23.3M
Renaissance Group LLC 1.03% Reduce -13.9% 170,141 $23.3M
Toronto Dominion Bank 0.06% Add +10.1% 168,039 $23.0M
PB Investment Partners, L.P. 18.21% No change 167,905 $23.0M
Pictet Asset Management Holding SA 0.03% Reduce -2.5% 167,819 $23.0M
Voya Investment Management LLC 0.03% Reduce -13.6% 167,545 $22.9M
Korea Investment CORP 0.06% Reduce -34.5% 166,723 $22.8M
Summit Trail Advisors, LLC 0.74% Add +0.8% 163,622 $22.4M
Border to Coast Pensions Partnership Ltd 0.45% Add +166.7% 160,000 $21.9M
Sterling Capital Management LLC 0.34% Add +68.6% 159,956 $21.9M
Handelsbanken Fonder AB 0.09% Reduce -0.9% 159,665 $21.9M
Factory Mutual Insurance Co. 0.25% Add +124.1% 158,200 $21.7M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -2.5% 157,351 $21.6M
State of Tennessee, Department of Treasury 0.08% Add +105.9% 157,081 $21.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -3.7% 156,551 $21.4M
Bain Capital Public Equity Management II, LLC 1.69% New 155,870 $21.3M
Johnson Investment Counsel Inc. 0.20% New 154,561 $21.2M
1832 Asset Management L.P. 0.04% Reduce -90.6% 152,273 $20.9M
Artisan Partners Limited Partnership 0.03% Reduce -45.9% 151,515 $20.7M
Rafferty Asset Management, LLC 0.09% Reduce -5.9% 148,435 $20.3M
Danske Bank A/S 0.06% Reduce -4.0% 144,621 $19.8M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -8.0% 144,500 $19.8M
KLP Kapitalforvaltning As 0.09% Add +0.9% 134,990 $18.5M
MetLife Investment Management, LLC 0.10% Reduce -1.8% 134,430 $18.4M
Victory Capital Management Inc. 0.02% Reduce -2.7% 133,567 $18.3M
State of New Jersey Common Pension Fund D 0.08% Reduce -10.1% 132,976 $18.2M
HUB Investment Partners, LLC 0.73% Reduce -0.4% 132,546 $18.2M
Cibc World Market Inc. 0.04% Reduce -9.7% 131,613 $18.0M
Mediolanum International Funds Ltd 0.25% Add +1.9% 130,961 $17.9M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Reduce -51.4% 128,886 $17.6M
Baron Capital (BAMCO) 0.05% Reduce -4.7% 128,830 $17.6M
Fulton Breakefield Broenniman LLC 1.26% Add +1.4% 127,541 $17.5M
Resona Asset Management Co.,Ltd. 0.10% Add +7.6% 125,790 $17.2M
Lodge Hill Capital, LLC 4.05% New 125,190 $17.1M
Point72 Europe (London) LLP 1.18% Add +5.6% 124,484 $17.0M
State of Michigan Retirement System 0.10% No change 121,300 $16.6M
Picton Mahoney Asset Management 0.56% Reduce -13.3% 120,107 $16.4M
Public Sector Pension Investment Board 0.07% Add +3.1% 119,552 $16.4M
RDST Capital LLC 2.28% Reduce -49.8% 117,255 $16.1M
Freestone Grove Partners LP 0.17% New 117,197 $16.0M
Arizona State Retirement System 0.10% Add +1.4% 116,235 $15.9M
Eisler Capital Management Ltd. 0.47% Add +13902.0% 114,956 $15.7M
Nomura Holdings Inc. 0.08% Add +723.6% 114,713 $15.7M
ArrowMark Colorado Holdings LLC 0.25% Add +0.3% 114,655 $15.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +128.6% 110,330 $15.1M
Steamboat Capital Partners, LLC 4.57% Reduce -9.8% 110,000 $15.1M
HighTower Advisors, LLC 0.02% Reduce -74.1% 107,588 $14.7M
Gotham Asset Management 0.12% Add +0.2% 107,562 $14.7M
Sanctuary Advisors, LLC 0.10% Add +3.7% 106,353 $14.6M
Corebridge Financial, Inc. 0.08% Reduce -3.8% 105,979 $14.5M
Caisse de depot et placement du Quebec 0.03% Add +6941.9% 105,629 $14.5M
ProShare Advisors LLC 0.03% Add +9.3% 104,667 $14.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.80% No change 103,879 $14.2M
Osaic Holdings, Inc. 0.03% Reduce -8.1% 103,549 $14.2M
Czech National Bank 0.13% Add +5.9% 102,667 $14.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +7.5% 102,222 $14.0M
Smithbridge Asset Management Inc. 2.58% — 101,477 $13.9M
Two Sigma Investments, LP 0.03% Add +7192.8% 100,568 $13.8M
Xponance LLC 0.13% Add +0.5% 100,434 $13.8M
Cna Financial Corp. 8.74% Reduce -16.7% 100,000 $13.7M
Loews Corp 0.10% Reduce -16.7% 100,000 $13.7M
Jane Street Group, LLC 0.02% Reduce -51.9% 99,332 $13.6M
Liontrust Investment Partners LLP 0.21% New 98,076 $13.4M
Capital International, Inc. 0.16% Add +1.0% 97,880 $13.4M
Amalgamated Bank 0.11% Add +2.2% 97,601 $13.4M
Retirement Systems of Alabama 0.05% Reduce -0.8% 96,055 $13.2M
Tenere Capital LLC 3.61% Add +55.8% 95,791 $13.1M
Anchor Capital Advisors LLC 0.38% Reduce -4.9% 93,699 $12.8M
Forsta Ap-Fonden 0.10% Reduce -30.8% 93,600 $12.8M
Jupiter Asset Management Ltd. 0.12% Reduce -49.1% 92,978 $12.7M
Pinnacle Financial Partners Inc 0.26% Add +4.9% 92,624 $12.7M
Belmont Capital, LLC 2.28% Add +4.0% 92,607 $12.7M
Susquehanna International Group, LLP 0.02% Reduce -74.4% 91,867 $12.6M
Canada Pension Plan Investment Board 0.01% Add +187.3% 91,412 $12.5M
MAI Capital Management 0.09% Add +50.4% 91,397 $12.5M
Sei Investments Co. 0.02% Add +20.9% 90,479 $12.4M
Twin Tree Management, LP 0.27% Add +24.0% 90,144 $12.3M
Motco 1.29% Reduce -2.3% 88,881 $12.2M
Beach Investment Counsel Inc. 1.77% Reduce -36.9% 88,017 $12.1M
Nearwater Capital Markets, Ltd 0.34% No change 87,832 $12.0M
Van Eck Associates Corp. 0.02% Add +0.5% 87,364 $12.0M
Engle Capital Management, L.P. 4.96% Add +107.1% 87,000 $11.9M
DekaBank Deutsche Girozentrale 0.02% Reduce -0.6% 87,538 $11.8M
Utah Retirement Systems 0.14% Reduce -0.2% 86,431 $11.8M
Overbrook Management Corp 2.75% Add +33.2% 85,395 $11.7M
SOL Capital Management CO 1.28% Add +12.0% 84,952 $11.6M
Archon Partners LLC 1.39% New 84,000 $11.5M
Callodine Capital Management, LP 1.83% New 80,307 $11.0M
Joel Isaacson & Co., LLC 0.49% Add +0.0% 78,686 $10.8M
S&co Inc. 0.72% No change 77,880 $10.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +3.6% 77,615 $10.6M
Swedbank AB 0.01% Reduce -1.3% 77,269 $10.6M
Comerica Bank 0.04% Add +3.0% 77,142 $10.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -4.1% 76,833 $10.5M
IFM Investors Pty Ltd 0.11% No change 76,832 $10.5M
Assetmark, Inc. 0.03% Reduce -27.9% 76,132 $10.4M
Police & Firemen's Retirement System of New Jersey 0.11% Add +0.4% 76,126 $10.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -0.8% 75,750 $10.4M
Sequoia Financial Advisors, LLC 0.08% Add +71.7% 74,136 $10.2M
Cetera Investment Advisers 0.02% Add +14.3% 73,818 $10.1M
Lakewood Capital Management, LP 0.89% Reduce -36.5% 73,197 $10.0M
Varma Mutual Pension Insurance Co 0.08% Reduce -8.8% 72,101 $9.9M
Lighthouse Investment Partners, LLC 0.44% Reduce -16.6% 71,019 $9.7M
CIBC Asset Management Inc 0.03% Reduce -1.0% 70,664 $9.7M
CI Investments Inc. 0.04% Reduce -45.0% 70,634 $9.7M
Jump Financial, LLC 0.15% Add +573.4% 70,393 $9.6M
Jackson Hole Capital Partners, LLC 1.85% Reduce -2.3% 68,128 $9.3M
USS Investment Management Ltd 0.07% No change 66,955 $9.2M
Steward Partners Investment Advisory, LLC 0.08% Add +1.6% 66,906 $9.2M
Levin Capital Strategies, L.P. 0.96% Add +8.4% 66,212 $9.1M
New York Life Investment Management LLC 0.09% Reduce -0.4% 65,467 $9.0M
Commonwealth Equity Services, LLC 0.01% Add +23.3% 64,259 $8.8M
Macquarie Group Ltd. 0.01% Add +14.1% 63,934 $8.8M
Wellington Shields Capital Management, LLC 1.58% Add +19.2% 63,550 $8.7M
Foundations Investment Advisors, LLC 0.16% Add +22.7% 63,373 $8.7M
Am Investment Strategies LLC 2.09% Add +11.2% 62,976 $8.6M
Pinebridge Investments, L.P. 0.07% Add +1182.3% 62,873 $8.6M
Segment Wealth Management, LLC 0.58% No change 62,693 $8.6M
Scoggin Management LP 4.24% Reduce -37.5% 62,500 $8.6M
NewEdge Wealth, LLC 0.15% Add +0.2% 62,133 $8.5M
Creative Planning 0.01% Add +18.4% 61,721 $8.5M
Platform Technology Partners 2.40% Reduce -3.0% 60,110 $8.2M
Tredje AP-fonden 0.08% Add +200.0% 60,000 $8.2M
Daiwa Securities Group Inc. 0.03% Add +7.7% 59,800 $8.2M
Oppenheimer & Co. Inc. 0.12% Add +17.9% 59,316 $8.1M
Yousif Capital Management, LLC 0.09% Add +2.6% 57,542 $7.9M
Hilton Capital Management, LLC 0.67% Reduce -20.7% 57,401 $7.9M
Nisa Investment Advisors, LLC 0.04% Add +28.9% 57,147 $7.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +49.0% 56,829 $7.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -46.1% 56,231 $7.8M
Hantz Financial Services, Inc. 0.14% Reduce -5.2% 56,616 $7.8M
Moore Capital Management, LP 0.30% Reduce -52.3% 56,000 $7.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.3% 54,833 $7.5M
Incline Global Management LLC 4.61% Add +40.8% 54,558 $7.5M
O'shaughnessy Asset Management, LLC 0.06% Add +19.7% 53,172 $7.3M
Edgewood Management LLC 0.03% No change 53,000 $7.3M
Beacon Investment Advisory Services, Inc. 0.34% Add +151.6% 52,534 $7.2M
State of Alaska, Department of Revenue 0.08% Add +2.8% 52,370 $7.2M
Ethic Inc. 0.14% Add +20.0% 51,732 $7.2M
Mutual of America Capital Management LLC 0.08% Reduce -2.8% 51,983 $7.1M
Rothschild Investment LLC 0.48% Reduce -0.2% 51,941 $7.1M
Kinetic Partners Management, LP 0.51% Reduce -48.7% 51,800 $7.1M
Cibc World Markets Corp. 0.06% Reduce -24.5% 51,600 $7.1M
AQR Capital Management 0.01% Add +22.0% 52,118 $6.9M
Verition Fund Management LLC 0.04% Add +974.9% 49,497 $6.8M
Nissay Asset Management Corp. /Japan 0.04% Add +0.6% 48,449 $6.6M
PNC Financial Services Group, Inc. 0.00% Add +38.5% 47,731 $6.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.9% 47,719 $6.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +39.4% 47,539 $6.5M
Wealthfront Advisers LLC 0.02% Add +42.8% 47,402 $6.5M
Focus Partners Wealth 0.02% Add +8.5% 47,357 $6.5M
Knollwood Investment Advisory, LLC 0.71% No change 46,611 $6.4M
Silvant Capital Management LLC 0.29% No change 46,050 $6.3M
Gabelli Funds LLC 0.05% Add +32.9% 45,707 $6.3M
Elo Mutual Pension Insurance Co 0.14% Add +19.6% 45,416 $6.2M
Parkwood LLC 0.59% Reduce -37.7% 44,334 $6.1M
Bank of Nova Scotia 0.01% Reduce -22.4% 43,819 $6.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% New 43,655 $6.0M
Guardian Wealth Management, Inc. 3.96% Add +4.6% 43,328 $5.9M
US Bancorp \de 0.01% Add +63.4% 43,313 $5.9M
Guggenheim Capital LLC 0.05% Add +42.7% 42,635 $5.8M
AXA S.A. 0.02% Add +8.8% 42,432 $5.8M
OP Asset Management Ltd 0.10% — 41,903 $5.7M
Advisory Services Network, LLC 0.11% Add +4.9% 41,136 $5.6M
Pathstone Holdings, LLC 0.02% Add +0.3% 41,219 $5.6M
Verdence Capital Advisors LLC 0.42% Add +33.3% 40,065 $5.5M
Left Brain Wealth Management, LLC 2.39% Add +55.4% 39,999 $5.5M
Quantinno Capital Management LP 0.04% Add +79.3% 39,767 $5.4M
Quantbot Technologies LP 0.17% Add +233.1% 39,650 $5.4M
Chicago Partners Investment Group LLC 0.18% Add +10.0% 41,865 $5.4M
HRT Financial LP 0.03% New 39,538 $5.4M
Meketa Investment Group Inc. 7.28% Add +110.8% 39,497 $5.4M
Rakuten Investment Management, Inc. 0.02% — 39,451 $5.4M
Catalyst Capital Advisors LLC 0.11% Reduce -3.8% 38,722 $5.3M
Oregon Public Employees Retirement Fund 0.10% Add +0.1% 38,350 $5.3M
Coastal Bridge Advisors, LLC 0.75% Add +5.0% 38,147 $5.2M
Wealthcare Advisory Partners LLC 0.14% Reduce -7.4% 37,935 $5.2M
Morse Asset Management, Inc 1.32% Add +2.0% 37,815 $5.2M
Woodline Partners LP 0.03% Add +40.7% 37,764 $5.2M
Schroder Investment Management Group 0.01% Add +9.6% 37,561 $5.1M
DAVENPORT & Co LLC 0.03% Add +97.0% 36,695 $5.0M
Samjo Management, LLC 2.10% Reduce -0.8% 36,255 $5.0M
Morton Community Bank 1.30% Reduce -5.6% 36,170 $5.0M
Cannell & Spears LLC 0.11% Add +1.4% 35,926 $4.9M
Mizuho Securities USA LLC 0.11% Reduce -15.5% 35,791 $4.9M
Kentucky Retirement Systems 0.15% New 35,627 $4.9M
Candriam S.C.A. 0.03% Reduce -4.4% 35,329 $4.8M
Goelzer Investment Management, Inc. 0.28% Add +2.5% 35,138 $4.8M
Boothbay Fund Management, LLC 0.17% Reduce -51.8% 34,817 $4.8M
ASR Vermogensbeheer N.V. 0.07% — 34,653 $4.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -22.4% 34,561 $4.7M
Eagle Rock Investment Company, LLC 0.81% Add +56.5% 34,552 $4.7M
Strategic Blueprint, LLC 0.26% Add +3.9% 34,287 $4.7M
UniSuper Management Pty Ltd 0.03% Add +12.4% 33,644 $4.6M
Procyon Advisors, LLC 0.27% Add +0.9% 32,873 $4.5M
Cinctive Capital Management LP 0.35% Reduce -55.5% 32,077 $4.4M
Swiss Life Asset Management Ltd 0.03% Add +9.9% 31,904 $4.4M
SG Americas Securities, LLC 0.01% Reduce -17.6% 31,742 $4.3M
Nordea Investment Management AB 0.00% Add +0.4% 32,077 $4.3M
Checchi Capital Advisers, LLC 0.30% Reduce -25.9% 31,187 $4.3M
Kerusso Capital Management LLC 2.71% Reduce -22.0% 31,146 $4.3M
QRG Capital Management, Inc. 0.04% Add +8.0% 31,131 $4.3M
XTX Topco Ltd 0.22% Add +106.2% 31,085 $4.3M
Atria Investments, Inc 0.05% Add +76.1% 30,732 $4.2M
Allianz Asset Management GmbH 0.01% Add +5.8% 30,457 $4.2M
NewEdge Advisors, LLC 0.02% Add +1.3% 30,165 $4.1M
Apollon Wealth Management, LLC 0.09% Add +6.6% 29,975 $4.1M
Phoenix Financial Ltd. 0.06% New 29,422 $4.0M
Avanza Fonder AB 0.13% Reduce -0.2% 28,205 $4.0M
OMERS ADMINISTRATION Corp 0.03% Add +15.8% 28,749 $3.9M
NEOS Investment Management LLC 0.07% Add +21.6% 28,164 $3.9M
First National Bank Sioux Falls 1.56% No change 28,127 $3.9M
Empowered Funds, LLC 0.05% Reduce -29.2% 28,029 $3.8M
Bain Capital Public Equity, LP 4.22% New 28,000 $3.8M
Pacer Advisors, Inc. 0.01% Reduce -22.7% 27,634 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +96.7% 27,588 $3.8M
Vanguard Personalized Indexing Management, LLC 0.06% Add +22.8% 27,539 $3.8M
Hartford Investment Management Co. 0.13% Reduce -1.4% 27,308 $3.7M
Richard Bernstein Advisors LLC 0.09% Reduce -4.0% 27,189 $3.7M
Commerce Bank 0.02% Reduce -25.6% 27,113 $3.7M
Advisors Asset Management, Inc. 0.07% Add +7.5% 26,724 $3.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -33.3% 26,533 $3.6M
Purus Wealth Management, LLC 1.54% Add +2.0% 26,429 $3.6M
Greenwood Capital Associates LLC 0.48% New 26,094 $3.6M
Kestra Private Wealth Services, LLC 0.06% Add +6.7% 25,809 $3.5M
Zhang Financial LLC 0.19% Add +38.6% 25,751 $3.5M
Crescent Park Management, L.P. 1.76% Add +27.1% 25,705 $3.5M
CoreCap Advisors, LLC 0.15% Add +1.2% 25,673 $3.5M
FORA Capital, LLC 0.35% Reduce -72.0% 25,376 $3.5M
First Manhattan Co. Llc. 0.01% Add +20.1% 25,093 $3.4M
O'ROURKE & COMPANY, Inc 1.70% Reduce -1.2% 25,044 $3.4M
Honeycomb Asset Management LP 1.63% New 25,000 $3.4M
RBF Capital, LLC 0.22% No change 24,990 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Add +1.3% 24,821 $3.4M
Northeast Financial Consultants Inc 0.15% No change 24,731 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Add +0.2% 24,730 $3.4M
Mercer Global Advisors Inc. 0.01% Add +38.2% 24,677 $3.4M
Accuvest Global Advisors 2.86% Add +9.7% 24,567 $3.4M
Maryland State Retirement & Pension System 0.08% Reduce -13.2% 24,393 $3.3M
Cloverfields Capital Group, LP 1.10% New 24,361 $3.3M
Robbins Farley 1.76% New 24,246 $3.3M
Prime Capital Investment Advisors, LLC 0.04% Add +21.2% 24,174 $3.3M
Louisiana State Employees Retirement System 0.07% No change 24,000 $3.3M
Securian Asset Management, Inc. 0.10% Reduce -1.4% 23,688 $3.2M
Ameliora Wealth Management Ltd. 1.21% Add +3.5% 23,410 $3.2M
Westwood Holdings Group Inc. 0.02% Add +32.5% 23,247 $3.2M
MMBG Investment Advisors Co. 0.36% Add +7.2% 23,210 $3.2M
Turn8 Private Wealth Inc. 2.46% Reduce -5.7% 23,006 $3.2M
Cumberland Partners Ltd 0.24% New 23,000 $3.1M
Metis Global Partners, LLC 0.09% Add +16.7% 22,940 $3.1M
Glenmede Trust Co. NA 0.02% Reduce -12.0% 22,919 $3.1M
Lazard Asset Management LLC 0.01% Add +50.1% 22,856 $3.1M
First National Trust Co 0.12% New 22,560 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -64.3% 22,476 $3.1M
Atom Investors LP 0.38% Add +78.5% 22,299 $3.1M
Schwartz Investment Counsel Inc. 0.10% No change 22,281 $3.1M
Alps Advisors Inc. 0.02% Reduce -16.4% 22,220 $3.0M
Clark Capital Management Group, Inc. 0.02% Reduce -16.4% 21,901 $3.0M
Rational Advisors, Inc. 0.31% No change 21,900 $3.0M
Wealthspire Advisors, LLC 0.02% Reduce -4.0% 21,879 $3.0M
Clearview Wealth Advisors LLC 2.21% Add +420.7% 21,558 $3.0M
Banco BTG Pactual S.A. 0.72% New 21,000 $2.9M
New Mexico Educational Retirement Board 0.10% Reduce -3.7% 20,900 $2.9M
Illinois Municipal Retirement Fund 0.04% No change 20,807 $2.8M
Sierra Capital LLC 0.34% Reduce -8.3% 20,587 $2.8M
TFB Advisors LLC 0.80% Add +5.2% 20,190 $2.8M
ING Groep NV 0.02% Reduce -0.8% 20,050 $2.7M
Bleakley Financial Group, LLC 0.09% Add +5.5% 19,856 $2.7M
MML Investors Services, LLC 0.01% Add +5.8% 19,756 $2.7M
Vestcor Inc 0.09% Add +171.8% 19,642 $2.7M
Bokf, NA 0.05% Add +122000.0% 19,536 $2.7M
Concurrent Investment Advisors, LLC 0.06% Add +4.2% 19,117 $2.6M
M&G PLC 0.02% Add +66.7% 19,000 $2.6M
Lombard Odier Asset Management (USA) Corp 1.09% Add +65.2% 19,000 $2.6M
Horizon Investments, LLC 0.08% Add +55.9% 18,851 $2.6M
Bensler, LLC 0.32% New 18,849 $2.6M
Choreo, LLC 0.04% Add +0.3% 18,759 $2.6M
Axxcess Wealth Management, LLC 0.07% Add +4.1% 18,459 $2.5M
&partners 0.03% Add +32.0% 18,425 $2.5M
Benjamin Edwards Inc. 0.03% Reduce -12.4% 18,127 $2.5M
Capital International Sarl 0.06% Add +50.8% 18,011 $2.5M
Altus Wealth Group LLC 1.15% Add +38.6% 18,003 $2.5M
Spinnaker Trust 0.16% New 17,924 $2.5M
Kestra Advisory Services, LLC 0.01% Reduce -3.1% 17,861 $2.4M
Rehmann Capital Advisory Group 0.15% Add +0.2% 17,763 $2.4M
Thrivent Financial for Lutherans 0.01% Reduce -6.8% 17,520 $2.4M
Vontobel Holding Ltd. 0.01% Add +79.7% 17,281 $2.4M
Harbor Investment Advisory, LLC 0.23% Add +7.4% 17,167 $2.4M
Norinchukin Bank, The 0.04% Add +9.9% 17,155 $2.3M
Doliver Advisors, LP 0.66% Add +13.0% 17,143 $2.3M
E. Ohman J:or Asset Management AB 0.06% Reduce -4.5% 17,050 $2.3M
Coastline Trust Co 0.29% Add +2.3% 17,049 $2.3M
Beirne Wealth Consulting Services, LLC 0.83% Add +0.7% 16,987 $2.3M
Corsair Capital Management, L.P. 0.59% No change 16,830 $2.3M
Wellington Shields & Co., LLC 0.72% Add +7.8% 16,816 $2.3M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -27.6% 16,683 $2.3M
M&T Bank Corp 0.01% Add +5.3% 16,602 $2.3M
Intech Investment Management LLC 0.02% Add +5.6% 16,587 $2.3M
Mgo One Seven LLC 0.09% Reduce -1.8% 16,586 $2.3M
TD Private Client Wealth LLC 0.06% Add +30.4% 16,525 $2.3M
Private Advisor Group, LLC 0.01% Add +44.2% 16,336 $2.2M
BBR Partners, LLC 0.15% No change 16,015 $2.2M
Harbor Advisors LLC 0.38% Add +0.0% 15,948 $2.2M
TD Waterhouse Canada Inc. 0.02% Add +10.9% 15,757 $2.2M
Carmel Capital Partners, LLC 0.84% Add +4.5% 15,559 $2.1M
Composition Wealth, LLC 0.04% Add +5.2% 15,552 $2.1M
Tower Research Capital LLC (TRC) 0.06% Reduce -51.0% 15,413 $2.1M
Tealwood Asset Management Inc. 0.97% Reduce -26.4% 15,360 $2.1M
True North Advisors, LLC 0.37% New 15,311 $2.1M
Kestra Investment Management, LLC 0.04% Add +200.5% 19,964 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +19.6% 15,260 $2.1M
Assenagon Asset Management S.A. 0.00% Add +37.1% 15,244 $2.1M
RFG Advisory, LLC 0.06% New 15,237 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Add +1.9% 15,177 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.15% New 15,174 $2.1M
Register Financial Advisors LLC 1.07% Add +5.2% 15,050 $2.1M
Prospera Financial Services Inc 0.05% Add +14.2% 14,804 $2.0M
Westover Capital Advisors, LLC 0.45% Add +54.7% 14,783 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 15,075 $2.0M
Western Financial Corp 1.14% Reduce -2.4% 14,382 $2.0M
Arete Wealth Advisors, LLC 0.15% Add +5.5% 14,348 $2.0M
Edmond DE Rothschild Holding S.A. 0.03% Add +3.3% 14,304 $2.0M
Dimension Capital Management LLC 0.35% Add +0.2% 14,267 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 14,217 $1.9M
Man Group plc 0.01% Reduce -75.2% 14,056 $1.9M
SummitTX Capital, L.P. 0.08% — 14,030 $1.9M
AE Wealth Management LLC 0.02% Add +69.4% 13,944 $1.9M
Ofi Invest Asset Management 0.05% Add +26.3% 14,880 $1.9M
Long Focus Capital Management, LLC 0.13% No change 13,750 $1.9M
Baldwin Wealth Partners LLC 0.13% No change 13,180 $1.8M
Founders Financial Securities LLC 0.15% Add +5.7% 13,073 $1.8M
Blair William & Co. 0.01% Reduce -87.0% 12,989 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -3.7% 12,789 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -3.7% 12,789 $1.8M
Investment Management Corp of Ontario 0.04% Add +0.8% 12,771 $1.7M
Brevan Howard Capital Management LP 0.05% New 12,760 $1.7M
Cresset Asset Management, LLC 0.01% Add +2.8% 12,727 $1.7M
Vident Advisory, LLC 0.03% Add +40.9% 12,718 $1.7M
Moors & Cabot, Inc. 0.09% Add +3.3% 12,626 $1.7M
Capstone Investment Advisors, LLC 0.02% Add +26.4% 12,587 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -10.7% 12,566 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +23.8% 12,462 $1.7M
Lido Advisors, LLC 0.01% Add +164.2% 12,448 $1.7M
Genesee Capital Advisors, LLC 0.85% Add +1.9% 12,442 $1.7M
Summit Financial, LLC 0.05% Add +59.3% 12,414 $1.7M
Allstate Corp. 0.05% Add +5.8% 12,364 $1.7M
Jaffetilchin Investment Partners, LLC 0.12% Add +65.5% 12,328 $1.7M
Stablepoint Partners, LLC 0.31% Add +0.2% 12,318 $1.7M
Argent Trust Co 0.07% Add +42.0% 12,233 $1.7M
Great Diamond Partners, LLC 0.45% Add +187.3% 12,149 $1.7M
Great Valley Advisor Group, Inc. 0.04% Add +138.9% 12,049 $1.7M
Capital Management Associates 3.21% Reduce -35.6% 12,000 $1.6M
Tidal Investments LLC 0.01% Reduce -37.0% 11,859 $1.6M
Leonteq Securities AG 0.12% Add +5.7% 11,856 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +25.3% 11,749 $1.6M
D.A. Davidson & Co. 0.01% Add +16.4% 11,740 $1.6M
Financial Management Network Inc. 0.35% New 14,037 $1.6M
InTrack Investment Management Inc 1.41% Add +66.3% 11,364 $1.6M
Zions Bancorporation, National Association 0.10% — 11,316 $1.5M
Siemens Fonds Invest GmbH 0.11% Add +1.6% 11,312 $1.5M
Williamson Legacy Group, LLC 1.47% Add +6.0% 11,280 $1.5M
Jones Financial Companies LLLP 0.00% Add +23.0% 11,274 $1.5M
Valley National Advisers Inc. 0.28% Reduce -0.6% 11,232 $1.5M
Townsquare Capital LLC 0.02% Add +15.3% 11,196 $1.5M
Fifth Third Bancorp 0.01% Add +105.4% 11,113 $1.5M
Templeton & Phillips Capital Management, LLC 1.09% No change 11,069 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -30.2% 10,944 $1.5M
Harbour Capital Advisors, LLC 0.37% No change 12,092 $1.5M
Arkadios Wealth Advisors 0.06% Add +0.9% 10,896 $1.5M
IFP Advisors, Inc 0.05% Reduce -10.7% 10,881 $1.5M
Kelleher Financial Advisors 0.59% Add +0.3% 10,784 $1.5M
YHB Investment Advisors, Inc. 0.12% Add +30.1% 10,682 $1.5M
NWK Group, Inc. 0.66% Reduce -0.7% 10,612 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.67% Reduce -1.0% 10,479 $1.4M
J.W. Cole Advisors, Inc. 0.04% Add +2.4% 10,441 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.4% 10,439 $1.4M
United Services Automobile Association 0.04% No change 10,348 $1.4M
Lombard Odier Asset Management (Switzerland) SA 0.08% New 10,285 $1.4M
Bridgeway Capital Management, LLC 0.04% No change 10,270 $1.4M
LRT Capital Management, LLC 0.95% Add +30.3% 10,167 $1.4M
DSM Capital Partners LLC 0.02% No change 10,107 $1.4M
Twin Capital Management Inc. 0.16% Add +56.7% 10,104 $1.4M
Captrust Financial Advisors 0.00% Add +31.3% 9,922 $1.4M
L & S Advisors Inc 0.19% Reduce -84.7% 9,712 $1.3M
Carroll Investors, Inc 0.88% Add +39.8% 9,657 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.5% 9,610 $1.3M
Great Lakes Retirement, Inc. 0.17% Add +9.0% 9,605 $1.3M
Central Bank & Trust Co. 0.22% Reduce -5.7% 9,563 $1.3M
Signaturefd, LLC 0.02% Reduce -5.6% 9,416 $1.3M
HB Wealth Management, LLC 0.01% Add +27.6% 9,309 $1.3M
Private Wealth Partners, LLC 0.10% Add +10.8% 9,145 $1.3M
Virtu Financial LLC 0.07% Reduce -2.0% 8,846 $1.2M
Meeder Advisory Services, Inc. 0.07% Add +11.2% 8,697 $1.2M
CreativeOne Wealth, LLC 0.04% Add +3.5% 8,653 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +0.1% 8,626 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Add +27.2% 8,511 $1.2M
Accent Capital Management, LLC 0.67% New 8,474 $1.2M
Virtus Investment Advisers, LLC 0.32% New 8,393 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +4.9% 8,254 $1.1M
Wolverine Asset Management LLC 0.08% New 8,137 $1.1M
Gould Capital, LLC 0.78% Reduce -13.1% 8,133 $1.1M
Quent Capital, LLC 0.12% Add +2.0% 8,080 $1.1M
PGGM Investments 0.01% No change 8,020 $1.1M
PFG Investments, LLC 0.07% Reduce -29.8% 7,983 $1.1M
GM Advisory Group, LLC 0.06% New 7,969 $1.1M
V-Square Quantitative Management LLC 0.16% Add +5.5% 7,964 $1.1M
Cwm, LLC 0.00% Add +9.0% 7,916 $1.1M
Mufg Securities Americas Inc. 0.13% Add +19.9% 7,912 $1.1M
Mill Creek Capital Advisors, LLC 0.03% Reduce -7.9% 7,895 $1.1M
McDonald Partners LLC 0.28% No change 7,894 $1.1M
Brave Asset Management Inc. 0.33% No change 7,778 $1.1M
Islay Capital Management, LLC 0.72% Reduce -3.9% 7,723 $1.1M
Venator Management LLC 0.31% Reduce -15.8% 7,640 $1.0M
Institute for Wealth Management, LLC. 0.13% New 7,613 $1.0M
Baird Financial Group, Inc. 0.00% Add +35.9% 7,409 $1.0M
Waterfront Wealth Inc. 0.24% No change 7,328 $1.0M
Sfmg, LLC 0.08% Add +0.9% 7,299 $999K
Profund Advisors LLC 0.04% Reduce -18.3% 7,268 $995K
Prelude Capital Management, LLC 0.10% Add +98.4% 7,181 $983K
Greenland Capital Management LP 0.17% Add +73.9% 7,125 $976K
World Investment Advisors 0.03% Add +1.3% 7,089 $971K
Fort Sheridan Advisors LLC 0.15% Add +37.5% 7,088 $971K
Dark Forest Capital Management LP 0.04% Reduce -28.0% 7,000 $959K
J. Safra Sarasin Holding AG 0.02% New 7,000 $959K
Performance Wealth Partners, LLC 0.03% Add +11.4% 6,923 $948K
Samalin Investment Counsel, LLC 0.39% Reduce -11.7% 6,922 $948K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.7% 6,884 $943K
Marshall Wace, LLP 0.00% New 6,846 $937K
Clear Harbor Asset Management, LLC 0.07% New 6,831 $935K
Ossiam 0.01% New 6,772 $927K
TBH Global Asset Management, LLC 0.18% Add +0.4% 6,728 $921K
Agf Management Ltd. 0.00% Add +1.4% 6,726 $921K
Vestmark Advisory Solutions, Inc. 0.02% Add +126.6% 6,586 $902K
Cornercap Investment Counsel Inc. 0.46% Reduce -0.9% 6,401 $877K
GAMCO Investors 0.01% Reduce -0.8% 6,385 $874K
Whittier Trust Co. 0.01% No change 6,379 $874K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +15.8% 6,378 $873K
Cary Street Partners Financial LLC 0.03% Add +7.7% 6,369 $872K
Sowell Financial Services LLC 0.04% New 6,362 $871K
Atria Wealth Solutions, Inc. 0.01% Reduce -13.1% 6,322 $866K
Fiduciary Group, LLC 0.09% No change 6,308 $864K
Staley Capital Advisers Inc. 0.04% New 6,300 $863K
Concentric Capital Strategies, LP 0.09% Reduce -57.5% 6,271 $859K
Jefferies Financial Group Inc. 0.02% New 6,228 $853K
Groupama Asset Managment 0.02% New 6,218 $852K
Hohimer Wealth Management, LLC 0.17% Reduce -14.2% 6,211 $851K
Quadrant Capital Group LLC 0.03% Add +250.3% 6,196 $848K
Chicago Capital, LLC 0.02% Add +8.9% 6,179 $846K
Independent Financial Group, LLC 0.03% Reduce -87.2% 6,164 $844K
Old National Bancorp 0.02% Add +33.8% 6,159 $843K
Hamilton Capital Partners Inc. 0.05% Reduce -21.2% 6,137 $840K
Prudential PLC 0.00% No change 6,117 $838K
Merrion Investment Management Co, LLC 0.60% Reduce -7.6% 6,075 $832K
Red Door Wealth Management, LLC 0.12% Reduce -0.3% 6,067 $831K
Abn Amro Investment Solutions 0.02% Reduce -6.1% 6,053 $829K
Park Place Capital Corp 0.22% Reduce -2.4% 6,011 $823K
Telligent Fund, LP 0.91% New 6,000 $822K
Ground Swell Capital, LLC 1.90% New 5,889 $806K
Wedmont Private Capital 0.04% Add +23.2% 6,321 $796K
Fulton Bank, N.A. 0.03% Add +61.4% 5,806 $795K
Menard Financial Group LLC 0.52% Add +6.2% 6,145 $795K
Baker Tilly Wealth Management, LLC 0.31% Add +3.3% 5,770 $790K
Kendall Capital Management 0.23% Reduce -0.7% 5,770 $790K
Stonegate Investment Group, LLC 0.02% Add +10.3% 5,720 $783K
Balyasny Asset Management L.P. 0.00% Reduce -92.5% 5,711 $782K
Golden State Wealth Management, LLC 0.12% Reduce -0.1% 5,664 $776K
United Capital Financial Advisors, LLC 0.01% Add +17.0% 5,620 $770K
Crossmark Global Holdings, Inc. 0.01% Add +46.4% 5,593 $766K
SeaCrest Wealth Management, LLC 0.09% Reduce -16.6% 5,585 $765K
Equitable Holdings, Inc. 0.01% Add +36.6% 5,582 $764K
GWN Securities Inc. 0.04% New 5,285 $760K
Money Concepts Capital Corp. 0.06% Add +5.4% 5,540 $759K
Perigon Wealth Management, LLC 0.02% Add +6.9% 5,513 $755K
Linden Thomas Advisory Services, LLC 0.10% Add +2.6% 5,480 $750K
Susquehanna Fundamental Investments, LLC 0.01% No change 5,468 $749K
Shepherd Financial Partners LLC 0.09% Add +21.4% 5,454 $747K
Cooper Financial Group 0.10% Reduce -13.2% 5,447 $746K
Harfst & Associates, Inc. 0.17% New 5,440 $745K
Hennion & Walsh Asset Management, Inc. 0.03% Add +26.9% 5,413 $741K
Triumph Capital Management 0.24% Add +106.5% 5,370 $735K
MGB Wealth Management, LLC 0.26% Reduce -1.6% 5,314 $728K
EP Wealth Advisors, LLC 0.01% Reduce -4.9% 5,289 $724K
J.Safra Asset Management Corp 0.06% Add +68.7% 5,287 $724K
Hilltop Holdings Inc. 0.05% Reduce -34.2% 5,262 $721K
Dorsey & Whitney Trust CO LLC 0.04% Add +105.7% 5,253 $719K
National Wealth Management Group, LLC 0.47% Reduce -21.1% 5,214 $714K
Trust Asset Management LLC 0.06% New 5,147 $705K
Renasant Bank 0.47% Reduce -2.2% 5,144 $704K
Forum Financial Management, LP 0.01% Reduce -0.0% 5,142 $704K
Abbot Financial Management, Inc. 0.36% No change 5,100 $698K
Cigna Investments Inc. 0.13% Reduce -1.4% 5,093 $697K
Dynasty Wealth Management, LLC 0.01% New 5,055 $692K
Fort Point Capital Partners LLC 0.08% Add +0.6% 5,036 $690K
Westmount Partners, LLC 0.21% Reduce -1.8% 5,000 $685K
Compass Ion Advisors, LLC 0.08% Add +0.3% 4,955 $679K
Angeles Wealth Management, LLC 0.06% Add +0.6% 4,865 $666K
Obermeyer Wealth Partners 0.03% Reduce -0.1% 4,772 $653K
Element Pointe Advisors, LLC 0.16% Reduce -2.1% 4,769 $653K
Kesler, Norman & Wride, LLC 0.12% New 4,745 $650K
Dividend Assets Capital, LLC 0.12% Reduce -8.5% 4,737 $649K
TrinityBridge Ltd 0.02% No change 4,700 $644K
Raiffeisen Bank International AG 0.01% Add +73.9% 4,702 $644K
Seelaus Asset Management LLC 0.62% Reduce -4.6% 4,650 $637K
Commerzbank Aktiengesellschaft 0.01% Add +49.5% 4,639 $636K
Naples Global Advisors, LLC 0.06% No change 4,630 $634K
Principal Securities, Inc. 0.01% No change 3,834 $633K
Synovus Financial Corp. 0.01% Reduce -0.8% 4,617 $632K
Scotia Capital Inc. 0.00% Add +30.4% 4,586 $628K
Moody National Bank Trust Division 0.07% Add +0.9% 4,565 $625K
Ellevest, Inc. 0.04% Add +2.3% 4,554 $624K
Chesley Taft & Associates LLC 0.03% Reduce -1.2% 4,545 $622K
Calydon Capital 0.11% Add +6.7% 4,503 $617K
Scientech Research LLC 0.16% Reduce -42.4% 4,502 $617K
Regent Peak Wealth Advisors LLC 0.15% Add +2.7% 4,499 $616K
Fortress Financial Solutions, LLC 0.89% Add +8.3% 4,487 $615K
Carson Advisory Inc. 0.41% Add +0.0% 4,486 $614K
GAMMA Investing LLC 0.05% Add +61.8% 4,478 $613K
Kintegral Advisory, LLC 0.06% Reduce -0.4% 4,443 $608K
S-Bank Fund Management Ltd 0.11% — 4,406 $603K
Banque Cantonale Vaudoise 0.03% — 4,381 $600K
Stevens Capital Management LP 0.15% Reduce -1.0% 4,355 $596K
Ballentine Partners, LLC 0.01% Add +4.7% 4,352 $596K
Capital Advisors Inc. 0.01% Add +3.4% 4,348 $595K
Exchange Traded Concepts, LLC 0.01% Reduce -70.2% 4,343 $595K
Park Avenue Securities LLC 0.01% Reduce -0.4% 4,332 $593K
Snowden Capital Advisors LLC 0.02% Add +9.4% 4,269 $585K
Insigneo Advisory Services, LLC 0.06% Add +6.8% 4,266 $584K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.2% 4,259 $583K
Gsa Capital Partners LLP 0.05% Add +113.6% 4,231 $579K
Plan Group Financial, LLC 0.21% Add +53.1% 4,199 $575K
Tempus Wealth Planning, LLC 0.17% No change 4,190 $574K
Fifth Third Wealth Advisors LLC 0.03% Add +3.0% 4,159 $570K
Navellier & Associates Inc. 0.08% Reduce -25.5% 4,250 $569K
Two Sigma Securities, LLC 0.09% Add +43.8% 4,155 $569K
Schechter Investment Advisors, LLC 0.05% New 4,122 $564K
FineMark National Bank & Trust 0.02% Reduce -2.9% 4,080 $559K
Caprock Group, LLC 0.02% Reduce -11.6% 4,072 $558K
CWA Asset Management Group, LLC 0.03% Add +13.4% 3,987 $546K
Pinnacle Associates Ltd. 0.01% Add +10.3% 3,980 $545K
Dana Investment Advisors, Inc. 0.02% Reduce -3.4% 3,976 $544K
Leavell Investment Management, Inc. 0.03% Reduce -35.8% 3,950 $541K
Level Four Advisory Services, LLC 0.02% Add +25.5% 3,928 $538K
Valley Wealth Managers, Inc. 0.04% Add +4.9% 3,860 $529K
Parallel Advisors, LLC 0.01% Add +10.7% 3,829 $524K
SBI Securities Co., Ltd. 0.02% Add +11.2% 3,825 $524K
Stone Summit Wealth LLC 0.18% Reduce -1.9% 3,800 $520K
Smith, Moore & Co. 0.05% Add +3.1% 3,800 $520K
Thoroughbred Financial Services, LLC 0.03% Add +0.3% 3,787 $518K
ProVise Management Group, LLC 0.04% Reduce -3.6% 3,753 $514K
Visionary Wealth Advisors 0.03% Add +8.6% 3,652 $500K
Dynamic Advisor Solutions LLC 0.02% Add +19.8% 3,615 $495K
Strategy Asset Managers LLC 0.10% New 3,607 $494K
Schwarz Dygos Wheeler Investment Advisors LLC 0.12% Reduce -10.0% 3,600 $493K
Valued Retirements, Inc. 0.65% No change 3,597 $493K
Elevation Point Wealth Partners, LLC 0.04% New 3,590 $492K
Independent Advisor Alliance 0.02% Add +4.0% 3,574 $489K
Colonial River Investments, LLC 0.27% New 3,563 $488K
Emerald Advisers, LLC 0.02% Reduce -5.3% 3,547 $486K
IHT Wealth Management, LLC 0.01% Reduce -14.9% 3,510 $481K
Aft, Forsyth & Company, Inc. 0.26% No change 3,500 $479K
Stonebridge Financial Planning Group, LLC 0.22% No change 3,500 $479K
Brookstone Capital Management 0.01% Add +30.7% 3,488 $478K
Net Worth Advisory Group 0.15% Reduce -3.4% 3,479 $476K
Exencial Wealth Advisors, LLC 0.02% Add +0.3% 3,440 $471K
Ascentis Independent Advisors 0.09% Reduce -3.0% 3,414 $468K
Kingswood Wealth Advisors, LLC 0.04% Reduce -37.4% 3,392 $467K
Evergreen Capital Management LLC 0.02% Add +16.5% 3,411 $467K
River Road Asset Management, LLC 0.01% New 3,405 $466K
Debussy Capital Management LP 0.07% Add +0.6% 3,403 $466K
Kovack Advisors, Inc. 0.05% Add +0.6% 3,366 $461K
Focus Partners Advisor Solutions, LLC 0.01% Add +48.9% 3,347 $458K
Coldstream Capital Management Inc. 0.01% Add +14.2% 3,257 $446K
Davies Financial Advisors, Inc. 0.38% Add +0.3% 3,243 $444K
Davidson Investment Advisors 0.02% New 3,232 $443K
HighPoint Advisor Group LLC 0.03% Add +21.0% 3,216 $442K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -16.2% 3,202 $438K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -2.7% 3,181 $436K
Whalen Wealth Management Inc. 0.29% New 3,136 $429K
Sunflower Bank, N.A. 0.12% Reduce -0.4% 3,119 $427K
Fortress Financial Group, LLC 0.42% Add +0.3% 3,089 $423K
Johnson Financial Group, Inc. 0.02% Reduce -1.3% 3,085 $422K
GenTrust, LLC 0.02% No change 3,081 $422K
Freedom Investment Management, Inc. 0.03% Reduce -11.3% 3,031 $415K
AlphaQuest LLC 0.04% New 3,013 $413K
Massar Capital Management, LP 0.49% New 3,000 $411K
Dudley Capital Management, LLC 0.22% No change 3,000 $411K
Evercore Wealth Management, LLC 0.01% Reduce -10.5% 2,981 $408K
Waverly Advisors, LLC 0.01% Add +82.1% 2,975 $407K
Cyndeo Wealth Partners, LLC 0.03% Add +10.3% 2,968 $406K
Larson Financial Group LLC 0.02% Reduce -20.4% 2,965 $406K
CIBC Private Wealth Group LLC 0.00% Add +5.8% 3,667 $405K
Abacus Planning Group, Inc. 0.07% Add +4.8% 2,956 $405K
Integrity Alliance, Llc. 0.02% New 2,953 $404K
Integrated Wealth Concepts LLC 0.00% Reduce -13.1% 2,928 $401K
Northwest & Ethical Investments L.P. 0.01% Reduce -9.3% 2,931 $401K
Stamos Capital Partners, L.P. 0.10% New 2,926 $401K
CCG Wealth Management, LLC 0.24% Add +0.8% 2,910 $398K
Integrated Advisors Network LLC 0.02% Reduce -2.4% 2,893 $396K
Oxford Asset Management LLP 0.18% Reduce -12.4% 2,879 $394K
Diversified Enterprises, LLC 0.03% Add +7.7% 2,874 $394K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.7% 2,853 $391K
Wedbush Securities Inc. 0.01% Reduce -7.0% 2,834 $388K
Aspen Grove Capital, LLC 0.07% New 2,828 $387K
SageView Advisory Group, LLC 0.02% Add +2.2% 2,807 $384K
Arbor Investment Advisors, LLC 0.05% No change 2,800 $383K
Brown Brothers Harriman & Co. 0.00% Reduce -1.0% 2,797 $383K
Powell Investment Advisors, LLC 0.19% No change 2,791 $382K
Great Lakes Advisors, LLC 0.00% Reduce -9.0% 2,765 $379K
SYM FINANCIAL Corp 0.05% Reduce -34.6% 2,748 $376K
Arax Advisory Partners 0.02% Add +1.5% 2,744 $376K
Optimize Financial Inc. 0.14% Reduce -11.8% 2,732 $374K
Columbia Bank 0.13% Add +12.3% 2,725 $373K
Carolinas Wealth Consulting LLC 0.08% Add +17.9% 2,724 $373K
Kingsview Wealth Management, LLC 0.01% Reduce -21.1% 2,718 $372K
Hollencrest Capital Management 0.02% Add +12.5% 2,715 $372K
Ritholtz Wealth Management 0.01% Add +95.5% 2,709 $371K
VAUGHAN & Co SECURITIES, INC. 0.23% Reduce -35.4% 2,687 $368K
International Assets Investment Management, LLC 0.03% Reduce -1.5% 2,678 $367K
Aaron Wealth Advisors LLC 0.04% Reduce -16.6% 2,656 $364K
Fort Washington Investment Advisors Inc. 0.00% No change 2,644 $362K
LGT Group Foundation 0.01% No change 2,640 $362K
Quotient Wealth Partners, LLC 0.01% Reduce -20.8% 2,625 $359K
Atlas Private Wealth Advisors 0.05% Add +0.9% 2,623 $359K
GTS Securities LLC 0.02% Reduce -20.1% 2,597 $356K
Sage Investment Counsel LLC 0.45% Reduce -16.2% 2,590 $355K
Sigma Planning Corp 0.01% Reduce -0.1% 2,555 $350K
Shell Asset Management Co. 0.02% No change 2,537 $347K
Inscription Capital, LLC 0.06% — 3,084 $347K
Walled Lake Planning & Wealth Management, LLC 0.12% Add +3.3% 2,516 $345K
Sagespring Wealth Partners, LLC 0.01% Add +21.7% 2,516 $345K
Helios Capital Management Pte. Ltd. 0.60% No change 2,500 $342K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,500 $342K
Shelton Capital Management 0.01% No change 2,488 $341K
Moss Adams Wealth Advisors LLC 0.04% Add +3.2% 2,484 $340K
Compagnie Lombard Odier SCmA 0.00% Add +785.7% 2,480 $340K
Cynosure Group, LLC 0.05% Add +49.4% 2,458 $337K
Greenleaf Trust 0.00% Add +14.4% 2,418 $331K
Resonant Capital Advisors, LLC 0.02% Add +1.3% 2,417 $331K
Alta Advisers Ltd 0.14% Add +60.2% 2,396 $328K
Pittenger & Anderson Inc. 0.01% Add +23.7% 2,350 $322K
Howard Capital Management, LLC 0.01% Reduce -13.7% 2,349 $322K
Coordinated Financial Services, Inc. 0.25% — 2,315 $317K
AXS Investments LLC 0.09% No change 2,300 $315K
Delta Asset Management LLC 0.03% No change 2,300 $315K
Simon Quick Advisors, LLC 0.02% Add +52.6% 2,297 $315K
Smartleaf Asset Management LLC 0.03% Reduce -6.4% 2,295 $314K
Gilbert & Cook, Inc. 0.05% Reduce -23.4% 2,285 $313K
Aviso Wealth Management 0.17% No change 2,276 $312K
Proficio Capital Partners LLC 0.02% Reduce -41.2% 2,274 $311K
Compound Planning, Inc. 0.01% Add +23.6% 2,266 $310K
Aptus Capital Advisors, LLC 0.00% Add +5.1% 2,256 $309K
Chickasaw Capital Management LLC 0.01% Reduce -3.6% 2,243 $307K
PFG Advisors 0.02% Add +6.3% 2,241 $307K
Forte Capital LLC 0.04% Add +1.4% 2,238 $306K
Graypoint LLC 0.02% Add +12.0% 2,227 $305K
Westpac Banking Corp. 0.02% Reduce -85.5% 2,210 $303K
CFM Wealth Partners LLC 0.05% Add +0.1% 2,210 $303K
Bingham Private Wealth, LLC 0.31% Reduce -9.5% 2,206 $302K
MBB Public Markets I LLC 0.03% New 2,185 $299K
Transcend Capital Advisors, LLC 0.02% Add +31.8% 2,174 $298K
Dakota Wealth Management 0.01% New 2,167 $297K
OneDigital Investment Advisors LLC 0.00% Reduce -25.3% 2,160 $296K
Paradigm Asset Management Co. LLC 0.08% No change 2,156 $295K
Wambolt & Associates, LLC 0.10% Reduce -15.1% 2,114 $293K
Knightsbridge Asset Management, LLC 0.08% Reduce -2.3% 2,126 $291K
Blueshift Asset Management, LLC 0.11% New 2,107 $289K
AdvisorNet Financial, Inc 0.02% Add +4.8% 2,106 $288K
SouthState Bank Corp 0.01% Add +2.4% 2,096 $287K
StoneX Group Inc. 0.02% New 2,094 $287K
Riverwater Partners LLC 0.15% Add +5.1% 2,065 $283K
Farther Finance Advisors, LLC 0.01% Reduce -44.3% 2,040 $282K
Smithfield Trust Co 0.01% No change 2,036 $279K
Claro Advisors Inc. 0.04% Add +8.8% 2,033 $278K
Opal Wealth Advisors, LLC 0.09% Reduce -17.8% 2,032 $278K
North Star Investment Management Corp. 0.02% Add +0.3% 2,006 $275K
Los Angeles Capital Management LLC 0.00% Reduce -91.8% 2,003 $274K
Carl P. Sherr & Co., LLC 0.15% No change 2,000 $274K
Wealth Alliance Advisory Group, LLC 0.06% No change 2,000 $274K
ZWJ Investment Counsel Inc. 0.01% No change 2,000 $274K
RMR Wealth Builders 0.03% New 1,997 $273K
Flagship Harbor Advisors, LLC 0.01% Reduce -2.0% 1,995 $273K
Tower Wealth Partners, Inc. 0.15% Add +14.3% 1,992 $273K
Sand Hill Global Advisors, LLC 0.01% No change 1,985 $272K
Moneco Advisors, LLC 0.03% Add +0.3% 1,980 $271K
Occudo Quantitative Strategies LP 0.04% New 1,978 $271K
Douglass Winthrop Advisors, LLC 0.01% Add +58.1% 1,976 $271K
Groupe la Francaise 0.01% New 1,903 $270K
Broadway Wealth Solutions, Inc. 0.20% Reduce -6.2% 1,953 $267K
Iron Horse Wealth Management, LLC 0.09% Add +18.5% 1,950 $267K
Syon Capital LLC 0.02% New 1,949 $267K
Atlas Capital Advisors Inc. 0.03% Reduce -0.7% 1,948 $267K
M3 Advisory Group, LLC 0.21% Add +0.3% 1,943 $266K
Capital A Wealth Management, LLC 0.28% Add +127.7% 1,942 $266K
Fisher Asset Management 0.00% Add +2.4% 1,934 $265K
PDS Planning, Inc 0.02% Add +34.3% 1,918 $263K
Lindbrook Capital, LLC 0.02% Reduce -54.3% 1,896 $260K
Fiduciary Trust Co 0.00% Add +26.4% 1,882 $258K
Valeo Financial Advisors, LLC 0.01% Add +24.4% 1,874 $257K
Arlington Trust Co LLC 0.05% Reduce -1.5% 1,871 $256K
ICONIQ Capital, LLC 0.00% Add +14.2% 1,849 $253K
Savoie Capital LLC 0.03% No change 1,500 $248K
Petrus Trust Company, LTA 0.02% Reduce -33.5% 1,802 $247K
Frank, Rimerman Advisors LLC 0.02% Reduce -36.9% 1,802 $247K
Diversify Advisory Services, LLC 0.02% Reduce -10.8% 1,794 $247K
Portland Global Advisors LLC 0.03% No change 1,800 $246K
JFG Wealth Management, LLC 0.06% No change 1,782 $244K
Nilsine Partners, LLC 0.03% Add +1.5% 1,774 $243K
Conning Inc. 0.01% New 1,770 $242K
Embree Financial Group 0.04% New 1,761 $241K
Tanager Wealth Management LLP 0.03% Add +1.9% 1,724 $236K
United Advisor Group, LLC 0.05% Add +1.3% 1,722 $236K
Sargent Investment Group, LLC 0.04% Add +3.8% 1,709 $234K
Darden Wealth Group Inc 0.18% No change 1,700 $233K
Spahn Wealth & Retirement LLC 0.17% No change 1,700 $233K
Centaurus Financial, Inc. 0.01% Reduce -50.1% 1,692 $232K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +14.0% 1,674 $229K
L2 Asset Management, LLC 0.05% Add +8.6% 1,654 $226K
NorthRock Partners, LLC 0.01% New 1,651 $226K
Fidelis Capital Partners, LLC 0.02% Add +25.9% 1,691 $226K
Diversified Trust Co. 0.01% Add +2.9% 1,628 $223K
Citizens Financial Group Inc. 0.00% Reduce -12.4% 1,614 $221K
Pitcairn Co. 0.01% Add +5.9% 1,601 $219K
RNC Capital Management LLC 0.01% No change 1,600 $219K
Intact Investment Management Inc. 0.01% New 1,600 $219K
Regions Financial Corp. 0.00% Reduce -58.0% 1,600 $219K
Merit Financial Group, LLC 0.00% Reduce -31.1% 1,596 $219K
Integrated Investment Consultants, LLC 0.04% Reduce -17.7% 1,592 $218K
Tritonpoint Wealth, LLC 0.02% Reduce -22.4% 1,588 $218K
Godshalk Welsh Capital Management, Inc. 0.14% Reduce -1.3% 1,585 $217K
Texas Yale Capital Corp. 0.01% New 1,585 $217K
Howard Bailey Securities, LLC 0.07% New 1,582 $217K
Armstrong Advisory Group, Inc. 0.02% No change 1,300 $215K
Camden National Bank 0.03% New 1,563 $214K
Marino, Stram & Associates LLC 0.05% Add +23.1% 1,558 $213K
Fairview Capital Investment Management, LLC 0.01% Reduce -1.6% 1,531 $210K
AlphaStar Capital Management, LLC 0.02% Reduce -3.4% 1,526 $209K
Cardiff Park Advisors, LLC 0.02% Reduce -7.7% 1,518 $208K
Union Bancaire Privee, UBP SA 0.00% Add +19.6% 1,710 $206K
Silvercrest Asset Management Group LLC 0.00% Add +2.1% 1,506 $206K
BXM Wealth LLC 0.25% No change 1,500 $205K
Rathbones Group PLC 0.00% No change 1,500 $205K
Childress Capital Advisors, LLC 0.06% Reduce -1.5% 1,487 $204K
Ostrum Asset Management 0.01% Reduce -2.5% 1,475 $202K
Permanent Capital Management, LP 0.06% Add +5.4% 1,472 $202K
Veltria Advisors Corp. 0.13% New 1,466 $201K
Main Street Group, LTD 0.09% Add +13.6% 1,436 $197K
Lanark Financial, Inc. 0.02% — 1,409 $192K
Huntington National Bank 0.00% Add +96.4% 1,371 $188K
Private Trust Co. NA 0.02% Reduce -4.1% 1,365 $187K
First Horizon Advisors, Inc. 0.01% Add +449.2% 1,340 $184K
TCTC Holdings, LLC 0.01% No change 1,259 $172K
Stelac Advisory Services LLC 0.07% Add +57.6% 1,258 $172K
Spire Wealth Management 0.01% Add +2.1% 1,252 $171K
Allianz SE 0.00% No change 1,200 $164K
Allworth Financial LP 0.00% Add +33.1% 1,223 $163K
Sentry Investment Management LLC 0.11% Reduce -23.0% 1,422 $160K
SVB Wealth LLC 0.01% Reduce -80.0% 1,107 $152K
Heritage Wealth Advisors 0.01% No change 1,100 $151K
MassMutual Private Wealth & Trust, FSB 0.00% Add +33.9% 1,099 $150K
Covestor Ltd 0.10% Add +1.7% 1,089 $149K
SOA Wealth Advisors, LLC. 0.03% No change 1,077 $147K
Wealth Preservation Advisors, LLC 0.10% — 1,019 $140K
Cape Investment Advisory, Inc. 0.06% Reduce -0.1% 1,018 $139K
Berbice Capital Management LLC 0.12% No change 1,001 $137K
Capital Analysts, LLC 0.01% No change 998 $137K
Blue Trust, Inc. 0.00% Add +5.3% 998 $137K
Granite FO LLC 0.07% No change 950 $130K
Brooklyn Investment Group 0.03% Add +26.9% 948 $130K
Mather Group, Llc. 0.00% Add +1161.6% 921 $126K
UMB Bank, n.a. 0.00% Add +223.7% 903 $124K
HWG Holdings LP 0.05% New 875 $120K
Chesapeake Asset Management LLC 0.11% Add +5.6% 845 $116K
Darwin Wealth Management, LLC 0.04% No change 695 $115K
Harvest Fund Management Co., Ltd 0.01% Reduce -90.0% 824 $113K
North Capital, Inc. 0.11% — 815 $112K
Montag A & Associates Inc. 0.01% No change 800 $110K
WASHINGTON TRUST Co 0.00% No change 757 $104K
EverSource Wealth Advisors, LLC 0.01% Add +76.3% 735 $101K
Bogart Wealth, LLC 0.00% Add +0.7% 727 $100K
Clearstead Advisors, LLC 0.00% Reduce -10.2% 720 $99K
Generali Asset Management SPA SGR 0.00% Reduce -62.2% 700 $96K
Truvestments Capital LLC 0.02% Add +3.5% 690 $94K
Versant Capital Management, Inc 0.02% Add +37.5% 689 $94K
GeoWealth Management, LLC 0.00% Reduce -60.8% 684 $94K
Parkside Financial Bank & Trust 0.01% Add +22.2% 677 $93K
Moser Wealth Advisors, LLC 0.05% No change 676 $93K
Y.D. More Investments Ltd 0.01% Add +14.4% 619 $85K
Sarver Vrooman Wealth Advisors 0.06% — 607 $83K
Orion Capital Management LLC 0.03% No change 600 $82K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.2% 596 $82K
Cornerstone Planning Group LLC 0.02% Add +12.6% 615 $78K
Mowery & Schoenfeld Wealth Management, LLC 0.14% No change 534 $73K
CVA Family Office, LLC 0.01% Add +19.7% 534 $73K
Capula Management Ltd 0.00% Reduce -90.9% 528 $72K
Sunbelt Securities, Inc. 0.01% No change 484 $66K
Bellwether Advisors, LLC 0.01% Reduce -96.5% 481 $66K
Harbour Investments, Inc. 0.00% Add +11.5% 456 $62K
Western Pacific Wealth Management, LP 0.06% Reduce -31.2% 455 $62K
Bartlett & Co. Wealth Management LLC 0.00% Add +326.0% 426 $58K
Proathlete Wealth Management LLC 0.02% New 421 $58K
Cullen/Frost Bankers, Inc. 0.00% Add +36.0% 408 $56K
Riverview Trust Co 0.05% Reduce -2.9% 401 $55K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 400 $55K
Ramirez Asset Management, Inc. 0.01% New 400 $55K
Asset Dedication, LLC 0.00% No change 384 $53K
FWL Investment Management, LLC 0.02% No change 381 $52K
Hopwood Financial Services, Inc. 0.04% Add +74.6% 351 $48K
Compass Wealth Management LLC 0.01% No change 346 $47K
Meeder Asset Management Inc. 0.00% Add +118.6% 317 $43K
Silicon Valley Capital Partners 0.01% Add +0.3% 312 $43K
Ancora Advisors LLC 0.00% No change 310 $42K
Rise Advisors, LLC 0.02% New 309 $42K
Concord Wealth Partners 0.01% No change 300 $41K
Pension & Wealth Management Advisors, Inc. 0.01% Reduce -24.1% 290 $40K
Farmers & Merchants Investments Inc. 0.00% New 288 $39K
Glen Eagle Advisors, LLC 0.01% No change 288 $39K
Colonial Trust Co / SC 0.01% Reduce -22.6% 271 $37K
Hazlett, Burt & Watson, Inc. 0.02% No change 269 $37K
Acadian Asset Management LLC 0.00% Reduce -56.5% 271 $37K
Salomon & Ludwin, LLC 0.00% No change 263 $36K
Wolff Wiese Magana LLC 0.02% Add +40.4% 257 $35K
Washington Trust Advisors, Inc. 0.00% Reduce -4.6% 247 $34K
ORG Partners LLC 0.01% Add +285.0% 231 $32K
Optiver Holding B.V. 0.00% New 228 $31K
JFS Wealth Advisors, LLC 0.00% Add +32.9% 222 $30K
Hexagon Capital Partners LLC 0.01% Reduce -4.4% 215 $29K
Private Wealth Asset Management, LLC 0.00% — 200 $27K
Bfsg, LLC 0.00% Reduce -13.0% 200 $27K
GW&K Investment Management, LLC 0.00% Add +84.5% 190 $26K
Goodman Advisory Group, LLC 0.01% New 184 $25K
NewSquare Capital LLC 0.00% New 182 $25K
Roble, Belko & Company, Inc 0.00% No change 176 $24K
Cary Street Partners Investment Advisory LLC 0.01% Add +1650.0% 175 $24K
Retirement Wealth Solutions LLC 0.02% Reduce -31.9% 171 $23K
MCF Advisors LLC 0.00% No change 165 $23K
Saudi Central Bank 0.11% New 156 $21K
McIlrath & Eck, LLC 0.00% Reduce -66.1% 154 $21K
Crewe Advisors LLC 0.00% Add +31.5% 146 $20K
Towne Trust Company, N.A 0.01% No change 132 $18K
TFC Financial Management, Inc. 0.00% No change 128 $18K
Global Financial Private Client, LLC 0.01% Add +5.3% 120 $16K
Bruce G. Allen Investments, LLC 0.01% Add +126.9% 118 $16K
Hemington Wealth Management 0.00% Reduce -12.1% 124 $16K
HM Payson & Co. 0.00% Reduce -57.6% 115 $16K
Fortitude Family Office, LLC 0.01% No change 113 $15K
Kimelman & Baird, LLC 0.00% No change 112 $15K
Archer Investment Corp 0.00% No change 112 $15K
Duncker Streett & Co. Inc. 0.00% No change 105 $14K
TD Capital Management LLC 0.00% No change 104 $14K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 100 $14K
Tortoise Investment Management, LLC 0.00% New 100 $14K
Mb, Levis & Associates, LLC 0.01% No change 100 $14K
TruNorth Capital Management, LLC 0.00% New 99 $14K
Physician Wealth Advisors, Inc. 0.00% Add +6.6% 97 $13K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.1% 94 $13K
N.E.W. Advisory Services LLC 0.00% New 93 $13K
Grove Bank & Trust 0.00% No change 92 $13K
CBIZ Investment Advisory Services, LLC 0.00% New 89 $12K
Bell Investment Advisors, Inc 0.00% No change 86 $12K
MV Capital Management, Inc. 0.00% Reduce -30.5% 82 $11K
Stonebridge Financial Group, LLC 0.00% No change 82 $11K
Olistico Wealth, LLC 0.01% No change 80 $11K
Whipplewood Advisors, LLC 0.01% Add +74.0% 134 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 75 $10K
Anchor Investment Management, LLC 0.00% No change 75 $10K
Sandy Spring Bank 0.00% New 75 $10K
CENTRAL TRUST Co 0.00% Add +51.0% 74 $10K
Trifecta Capital Advisors, LLC 0.00% New 70 $10K
Avion Wealth 0.00% No change 57 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 64 $9K
Medallion Wealth Advisors, LLC 0.00% New 62 $9K
Sachetta, LLC 0.00% No change 62 $8K
Aspect Partners, LLC 0.00% Add +16.0% 58 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -14.9% 57 $8K
Raffa Wealth Management, LLC 0.00% Add +11.8% 57 $8K
Transce3nd, LLC 0.00% Add +166.7% 56 $8K
Elequin Capital, LP 0.00% Reduce -84.7% 54 $7K
Abound Wealth Management 0.00% Reduce -24.2% 50 $7K
GPS Wealth Strategies Group, LLC 0.00% New 49 $7K
Beacon Capital Management, LLC 0.00% New 46 $6K
Geneos Wealth Management Inc. 0.00% Add +187.5% 46 $6K
Kozak & Associates, Inc. 0.00% No change 50 $6K
Capital Advisors, Ltd. LLC 0.00% No change 45 $6K
Penserra Capital Management LLC 0.00% Reduce -95.9% 48 $6K
Minot DeBlois Advisors LLC 0.01% Reduce -60.0% 40 $5K
Red Tortoise LLC 0.00% No change 38 $5K
Highline Wealth Partners LLC 0.00% Reduce -23.4% 36 $5K
Plato Investment Management Ltd 0.00% Reduce -85.9% 35 $5K
DT Investment Partners, LLC 0.00% No change 35 $5K
Ameriflex Group, Inc. 0.00% No change 34 $5K
High Note Wealth, LLC 0.00% Add +1600.0% 34 $5K
SJS Investment Consulting Inc. 0.00% No change 31 $4K
Park Square Financial Group, LLC 0.00% No change 30 $4K
Millstone Evans Group, LLC 0.00% No change 27 $4K
Rialto Wealth Management, LLC 0.00% New 23 $3K
Sierra Ocean, LLC 0.00% No change 22 $3K
Sittner & Nelson, LLC 0.00% No change 21 $3K
Activest Wealth Management 0.00% Add +566.7% 20 $3K
Colonial Trust Advisors 0.00% No change 20 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -51.4% 18 $2K
Winnacle Wealth LLC 0.00% Add +50.0% 18 $2K
WealthTrak Capital Management LLC 0.00% Reduce -22.7% 17 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 16 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 20 $2K
Hughes Financial Services, LLC 0.00% New 13 $2K
Nova Wealth Management, Inc. 0.00% New 13 $2K
WestEnd Advisors, LLC 0.00% Add +225.0% 13 $2K
True Wealth Design, LLC 0.00% New 10 $1K
Financial Network Wealth Advisors LLC 0.00% New 10 $1K
Painted Porch Advisors LLC 0.00% No change 10 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -35.7% 9 $1K
Bear Mountain Capital, Inc. 0.00% New 8 $1K
WPG Advisers, LLC 0.00% No change 8 $1K
Parkworth Wealth Management, Inc. 0.00% No change 8 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
Quarry LP 0.00% Reduce -99.2% 8 $1K
Binnacle Investments Inc 0.00% — 7 $959
Laurel Wealth Advisors LLC 0.00% No change 7 $959
Richardson Financial Services Inc. 0.00% No change 6 $822
Riggs Asset Managment Co. Inc. 0.00% No change 6 $822
SWAN Capital LLC 0.00% No change 5 $687
Dogwood Wealth Management LLC 0.00% New 5 $685
Osterweis Capital Management Inc. 0.00% New 5 $685
Perkins Coie Trust Co 0.00% New 5 $684
Bay Harbor Wealth Management, LLC 0.00% New 5 $684
HFM Investment Advisors, LLC 0.00% — 4 $548
Blume Capital Management, Inc. 0.00% New 3 $411
Rosenberg Matthew Hamilton 0.00% New 3 $411
Nvwm, LLC 0.00% Add +100.0% 2 $274
Creative Financial Designs Inc. 0.00% New 2 $274
Strengthening Families & Communities, LLC 0.00% New 1 $137
Dunhill Financial, LLC 0.00% New 1 $84

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