Apollo Global ManagementAPO

13F holders, Q4 2025 (December 31)
1,205holders +72
118new positions
92sold out
12famous investors
$144.71avg. 13F price*

At the end of Q4 2025, 1,205 institutions reported holding Apollo Global Management Inc. (APO) in their 13F filings, up 72 from Q3 2025. 118 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($6.9B), BlackRock, Inc. ($5.1B) and FMR LLC ($4.4B). 12 famous investors held it, including Leon Cooperman (6.4% of Omega Advisors (Leon Cooperman)'s portfolio), Chase Coleman (3.0% of Tiger Global Management's portfolio) and Daniel Sundheim (1.6% of D1 Capital Partners'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions118$241.3M
Exits92$309.7M

All 13F filers, Q3 2025 → Q4 2025: 25,707,278 shares bought and 20,389,515 shares sold, net +5,317,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,205 holders

Vanguard Group Inc. 0.10% Add +0.7% 47,760,608 $6.9B
BlackRock, Inc. 0.09% Add +4.2% 35,266,962 $5.1B
FMR LLC 0.23% Add +23.3% 30,469,421 $4.4B
Capital World Investors 0.48% Reduce -14.3% 24,170,303 $3.5B
State Street Corp. 0.09% Add +1.3% 19,438,014 $2.8B
Capital Research Global Investors 0.29% Add +18.6% 11,002,773 $1.6B
Geode Capital Management, LLC 0.09% Add +2.0% 10,198,837 $1.5B
Capital International Investors 0.23% Reduce -7.0% 9,956,181 $1.4B
JPMorgan Chase & Co. 0.09% Reduce -5.8% 9,704,298 $1.4B
Franklin Resources Inc. 0.34% Add +7.1% 9,411,253 $1.4B
National Philanthropic Trust 12.88% Add +0.1% 9,012,737 $1.3B
Norges Bank 0.13% — 8,690,124 $1.3B
Morgan Stanley 0.07% Add +0.0% 8,119,322 $1.2B
Tiger Global Management 3.03% No change 6,209,496 $898.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% Reduce -2.8% 5,159,778 $746.9M
Victory Capital Management Inc. 0.42% Add +47.4% 5,089,631 $736.8M
Northern Trust Corp. 0.08% Add +1.4% 4,448,618 $644.0M
UBS Group AG 0.10% Reduce -30.4% 3,638,108 $526.7M
Legal & General Group Plc 0.12% Add +4.5% 3,611,839 $522.8M
T. Rowe Price Associates Inc. 0.06% Reduce -39.2% 3,585,283 $519.0M
Goldman Sachs Group Inc. 0.07% Reduce -2.7% 3,569,164 $516.7M
Bank of America Corp. 0.04% Add +16.4% 3,394,466 $491.4M
Charles Schwab Investment Management Inc. 0.07% Add +3.1% 3,288,100 $476.0M
Boston Partners 0.49% Add +106.7% 3,278,862 $474.4M
Clearbridge Investments, LLC 0.37% Reduce -3.6% 3,154,623 $456.7M
Beck Mack & Oliver LLC 7.27% Add +0.3% 2,764,576 $400.2M
Bank of New York Mellon Corp 0.07% Add +10.6% 2,712,442 $392.7M
Neuberger Berman Group LLC 0.28% Reduce -5.7% 2,621,310 $379.5M
Mariner, LLC 0.42% Add +15.9% 2,433,623 $355.0M
Allen Investment Management, LLC 3.88% Reduce -7.0% 2,418,178 $350.1M
Curated Wealth Partners LLC 34.81% Reduce -0.2% 2,225,027 $322.1M
Invesco Ltd. 0.03% Reduce -8.8% 1,995,550 $288.9M
Dimensional Fund Advisors LP 0.05% Add +23.2% 1,709,351 $247.5M
Alliancebernstein L.P. 0.08% Add +82.9% 1,705,008 $246.8M
Bessemer Group Inc. 0.34% Reduce -5.0% 1,536,648 $222.4M
Heard Capital LLC 10.28% Add +3.7% 1,512,015 $218.9M
Deutsche Bank AG 0.07% Add +4.2% 1,406,917 $203.7M
Focus Partners Wealth 0.23% Add +2560.3% 1,404,576 $203.3M
Nuveen, LLC 0.05% Reduce -0.1% 1,380,011 $199.8M
Amundi 0.06% Add +14.8% 1,376,949 $199.3M
Omega Advisors (Leon Cooperman) 6.42% No change 1,337,000 $193.5M
CapitalatWork S.A. 5.77% Add +3.9% 1,302,980 $188.6M
Wells Fargo & Company 0.04% Reduce -8.3% 1,275,172 $184.6M
Swiss National Bank 0.10% Reduce -5.0% 1,195,114 $173.0M
Bank of Montreal 0.07% Add +1.7% 1,168,948 $169.2M
D1 Capital Partners 1.57% No change 1,159,000 $167.8M
Janus Henderson Group PLC 0.07% Add +0.5% 1,128,920 $163.4M
Raymond James Financial Inc. 0.05% Add +11.3% 1,118,520 $161.9M
Bahl & Gaynor LLC 0.82% Add +12.0% 1,116,529 $161.6M
Menora Mivtachim Holdings LTD. 0.75% No change 1,096,396 $158.7M
BNP Paribas Financial Markets 0.10% Add +70.3% 1,075,254 $155.7M
Barclays PLC 0.06% Reduce -13.8% 1,031,006 $149.2M
Markel Group 1.17% No change 1,012,500 $146.6M
Regal Partners Ltd 8.26% Add +55.9% 989,104 $143.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +6.8% 962,031 $141.0M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -7.9% 968,706 $140.2M
Royal Bank of Canada 0.02% Reduce -40.7% 911,176 $131.9M
HSBC Holdings PLC 0.07% Add +7.1% 894,451 $129.8M
National Pension Service 0.09% Add +13.3% 869,139 $125.8M
MSA Advisors, LLC 31.16% Reduce -6.2% 859,802 $124.5M
Williams Jones Wealth Management, LLC. 1.35% Reduce -14.3% 828,381 $119.9M
TCW Group Inc. 0.81% Add +24.2% 780,658 $113.0M
California Public Employees Retirement System 0.06% Add +0.7% 775,399 $112.2M
Temasek Holdings (Private) Ltd 0.35% Add +879.2% 753,349 $109.1M
Rhumbline Advisers 0.09% Reduce -2.9% 747,698 $108.2M
Select Equity Group, L.P. 0.49% Add +4.3% 727,557 $105.3M
California State Teachers Retirement System 0.10% Reduce -0.1% 658,610 $95.3M
Cornerstone Investment Partners, LLC 3.55% Add +0.3% 632,702 $91.6M
American Century Companies Inc. 0.04% Add +0.2% 585,452 $84.8M
Partners Group Holding AG 5.60% Reduce -13.2% 572,540 $82.9M
Ensign Peak Advisors, Inc 0.14% Add +5.7% 555,412 $80.4M
Newbrook Capital Advisors LP 10.08% Add +36.1% 555,170 $80.4M
Wellington Management Group LLP 0.01% Add +5321.9% 551,570 $79.8M
FIL Ltd 0.06% Add +0.1% 544,756 $78.9M
Montanova Capital, LLC 1.96% Add +25.9% 542,890 $78.6M
Senator Investment Group LP 3.12% Add +59.2% 537,070 $77.7M
Envestnet Asset Management Inc. 0.02% Add +5.5% 521,644 $75.5M
Principal Financial Group Inc. 0.04% Add +3.7% 513,593 $74.3M
New York State Common Retirement Fund 0.09% Reduce -1.2% 481,236 $69.7M
Blue Whale Capital LLP 3.51% Reduce -31.6% 471,876 $68.3M
Callodine Capital Management, LP 5.36% Add +41.2% 460,726 $66.7M
Vaughan David Investments LLC 1.43% Reduce -0.7% 454,860 $65.8M
OCO Capital Partners, L.P. 18.56% Add +5.9% 450,000 $65.1M
Citigroup Inc. 0.04% Reduce -32.8% 449,707 $65.1M
Johnson Investment Counsel Inc. 0.53% Add +2.3% 444,060 $64.3M
Federated Hermes, Inc. 0.11% Reduce -19.3% 440,444 $63.8M
iA Global Asset Management Inc. 0.78% Add +12.4% 422,867 $61.2M
Brown Advisory Inc. 0.09% Add +8.8% 422,853 $61.2M
MHR Fund Management LLC 4.98% No change 399,505 $57.8M
Aviva PLC 0.10% Add +4.5% 389,931 $56.4M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -5.1% 373,200 $54.0M
State Board of Administration of Florida Retirement System 0.10% Reduce -4.8% 373,094 $54.0M
DNB Asset Management AS 0.19% Add +1.9% 370,083 $53.6M
Rockefeller Capital Management L.P. 0.09% Reduce -25.8% 363,793 $52.7M
Citadel Advisors 0.04% Reduce -32.6% 356,432 $51.6M
Nomura Asset Management Co. Ltd. 0.13% Reduce -3.5% 354,501 $51.3M
Guardian Point Capital, LP 15.68% No change 350,000 $50.7M
Aberdeen Group plc 0.08% Reduce -1.5% 346,424 $50.1M
Russell Investments Group, Ltd. 0.05% Add +18.0% 342,321 $49.6M
Locust Wood Capital Advisers, LLC 1.22% Reduce -16.0% 336,837 $48.8M
Onex Canada Asset Management Inc. 6.58% Reduce -13.8% 327,255 $47.4M
LPL Financial LLC 0.01% Reduce -12.5% 318,718 $46.1M
Susquehanna International Group, LLP 0.06% Add +37.5% 311,836 $45.1M
New York State Teachers Retirement System 0.09% Reduce -0.6% 305,545 $44.2M
NFC Investments, LLC 12.02% Reduce -0.2% 294,178 $42.6M
Manufacturers Life Insurance Company, The 0.04% Add +0.5% 293,399 $42.5M
Lodge Hill Capital, LLC 8.01% Reduce -25.4% 292,930 $42.4M
Royal London Asset Management Ltd. 0.09% Reduce -0.9% 290,335 $42.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -14.7% 289,809 $42.0M
Cerity Partners LLC 0.06% Add +20.1% 288,719 $41.8M
PFA Pension, Forsikringsaktieselskab 0.11% — 276,970 $40.5M
Gotham Asset Management 0.14% Add +0.0% 274,338 $39.7M
Corient Private Wealth LP 0.05% Reduce -0.5% 273,972 $39.7M
HighTower Advisors, LLC 0.04% Add +128.5% 272,141 $39.4M
EverSource Wealth Advisors, LLC 1.43% Add +33.5% 268,028 $38.8M
First Trust Advisors LP 0.03% Add +26.4% 266,357 $38.6M
Tocqueville Asset Management L.P. 0.56% Reduce -38.3% 263,262 $38.1M
National Bank of Canada 0.04% Reduce -4.7% 260,935 $37.7M
ASR Vermogensbeheer N.V. 0.43% Add +5.8% 257,679 $37.3M
Goodnow Investment Group, LLC 3.45% Reduce -2.2% 255,821 $37.0M
Stifel Financial Corp. 0.03% Reduce -12.2% 247,196 $35.8M
Todd Asset Management LLC 0.69% Reduce -0.3% 242,944 $35.2M
Ameriprise Financial Inc. 0.01% Reduce -21.2% 236,471 $34.3M
Teachers Retirement System of the State of Kentucky 0.26% No change 236,107 $34.2M
Chevy Chase Trust Holdings, LLC 0.09% Add +0.1% 235,504 $34.1M
Flputnam Investment Management Co. 0.48% Reduce -4.0% 230,245 $33.3M
KBC Group NV 0.08% Reduce -4.4% 229,333 $33.2M
Maestria Partners LLC 9.71% No change 228,967 $33.1M
Swedbank AB 0.03% Add +182.5% 228,404 $33.1M
State of Wisconsin Investment Board 0.07% Reduce -0.6% 227,865 $33.0M
Knott David M Jr 15.08% No change 225,000 $32.6M
Prudential Financial Inc. 0.04% Reduce -11.2% 223,541 $32.4M
Spinecap SAS 13.73% Add +28.6% 220,649 $31.9M
Ceredex Value Advisors LLC 0.94% New 215,827 $31.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -0.1% 215,674 $31.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +13.7% 214,909 $31.1M
Truist Financial Corp. 0.04% Reduce -0.5% 211,474 $30.6M
Life Cycle Investment Partners Ltd 0.21% — 209,632 $30.3M
Danske Bank A/S 0.07% Add +10.4% 204,490 $29.6M
Basswood Capital Management, L.L.C. 1.29% No change 202,518 $29.3M
Storebrand Asset Management As 0.08% Reduce -17.3% 201,799 $29.2M
Toronto Dominion Bank 0.05% Reduce -6.7% 200,426 $29.0M
Janney Montgomery Scott LLC 0.07% Add +1.0% 197,929 $28.7M
Pictet Asset Management Holding SA 0.03% Add +2.5% 197,829 $28.6M
Factory Mutual Insurance Co. 0.29% Reduce -1.0% 197,400 $28.6M
Renaissance Group LLC 1.14% Reduce -10.4% 196,167 $28.4M
Stephens Inc. 0.35% Reduce -4.7% 195,641 $28.3M
Asset Management One Co., Ltd. 0.08% Add +6.1% 189,744 $27.9M
APG Asset Management N.V. 0.08% Reduce -6.6% 223,848 $27.6M
Aureus Asset Management, LLC 1.73% Add +7.9% 187,199 $27.1M
Capital International, Inc. 0.21% Reduce -5.4% 184,118 $26.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +1.5% 183,229 $26.5M
Border to Coast Pensions Partnership Ltd 0.45% Reduce -2.7% 180,000 $26.1M
RDST Capital LLC 2.45% Add +22.1% 179,530 $26.0M
TD Asset Management Inc 0.02% Reduce -0.1% 178,532 $25.8M
Treasurer of the State of North Carolina 0.08% Reduce -6.8% 172,742 $25.0M
Summit Trail Advisors, LLC 0.42% Reduce -3.3% 168,381 $24.4M
Picton Mahoney Asset Management 0.27% Add +13.1% 168,254 $24.4M
Enstar Group LTD 9.40% New 167,958 $24.3M
Public Employees Retirement System of Ohio 0.08% Add +0.5% 167,247 $24.2M
Handelsbanken Fonder AB 0.07% Add +20.6% 166,089 $24.0M
Natixis Advisors, LLC 0.03% Reduce -13.0% 165,467 $24.0M
Gateway Investment Advisers LLC 0.22% Add +1.3% 164,465 $23.8M
PB Investment Partners, L.P. 15.05% No change 163,726 $23.7M
Los Angeles Capital Management LLC 0.08% Reduce -1.2% 191,388 $23.6M
Segment Wealth Management, LLC 1.37% Add +0.7% 162,702 $23.6M
Cobalt Capital Management, Inc. 10.25% Add +77.8% 160,000 $23.2M
KLP Kapitalforvaltning As 0.09% Add +0.3% 156,990 $22.7M
Mn Services Vermogensbeheer B.V. 0.14% Add +2.8% 155,391 $22.5M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -2.3% 152,940 $22.1M
Sterling Capital Management LLC 0.36% Reduce -9.2% 151,313 $21.9M
Lakewood Capital Management, LP 1.52% Add +106.6% 151,197 $21.9M
Nomura Holdings Inc. 0.06% Reduce -32.4% 150,640 $21.8M
State of New Jersey Common Pension Fund D 0.08% Add +6.5% 148,803 $21.5M
Cercano Management LLC 0.81% No change 147,599 $21.4M
State of Tennessee, Department of Treasury 0.07% Reduce -1.9% 156,625 $21.1M
Rafferty Asset Management, LLC 0.07% Reduce -6.8% 145,292 $21.0M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +5.2% 143,401 $20.8M
Marex Group Ltd 0.22% New 143,249 $20.7M
Credit Agricole S A 0.06% Add +38.4% 140,146 $20.3M
Cibc World Market Inc. 0.04% Reduce -35.2% 137,071 $19.8M
SG Americas Securities, LLC 0.03% Add +1542.0% 135,395 $19.6M
Smithbridge Asset Management Inc. 1.65% Add +37.0% 133,565 $19.3M
Northern Right Capital Management, L.P. 5.02% Reduce -29.1% 132,095 $19.1M
Access Investment Management LLC 5.11% No change 142,812 $19.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -4.4% 130,861 $19.0M
Stock Yards Bank & Trust Co. 0.58% Add +5.1% 131,085 $19.0M
Quantinno Capital Management LP 0.04% Add +1.9% 126,224 $18.3M
Fulton Breakefield Broenniman LLC 1.14% Reduce -1.5% 125,054 $18.1M
Baron Capital (BAMCO) 0.05% Reduce -2.0% 124,814 $18.1M
MetLife Investment Management, LLC 0.09% Reduce -2.1% 124,301 $18.0M
Oribel Capital Management, LP 1.74% New 123,500 $17.9M
Arizona State Retirement System 0.10% Reduce -3.4% 122,989 $17.8M
Czech National Bank 0.12% Add +4.8% 122,438 $17.7M
STRS Ohio 0.07% Reduce -3.0% 121,923 $17.6M
State of Michigan Retirement System 0.09% Reduce -2.3% 121,600 $17.6M
Bank of Nova Scotia 0.03% Add +122.1% 121,302 $17.6M
Mediolanum International Funds Ltd 0.18% Add +0.4% 120,160 $17.6M
Korea Investment CORP 0.03% Reduce -16.1% 119,823 $17.3M
Public Sector Pension Investment Board 0.06% Add +19.1% 118,227 $17.1M
SOL Capital Management CO 1.52% Add +8.4% 116,602 $16.9M
Liontrust Investment Partners LLP 0.25% Reduce -0.8% 115,991 $16.8M
MAI Capital Management 0.10% Add +7.2% 115,115 $16.7M
HUB Investment Partners, LLC 0.45% Reduce -0.2% 114,620 $16.6M
Argent Capital Management LLC 0.47% Reduce -64.0% 113,289 $16.4M
Osaic Holdings, Inc. 0.02% Reduce -2.7% 135,652 $16.4M
CIBC Asset Management Inc 0.04% Add +70.0% 112,523 $16.3M
ProShare Advisors LLC 0.03% Add +5.5% 111,750 $16.2M
UMB Bank, n.a. 0.21% Add +1.6% 111,452 $16.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -2.3% 108,008 $15.6M
Sei Investments Co. 0.02% Add +0.4% 105,725 $15.3M
Group One Trading LLC 0.44% New 103,540 $15.0M
Jain Global LLC 0.15% New 102,589 $14.9M
Varma Mutual Pension Insurance Co 0.09% Add +8.4% 102,301 $14.8M
Atom Investors LP 1.17% Add +267.4% 101,853 $14.7M
TB Capital Gestao de Recursos Ltda. 8.78% Add +6.8% 101,757 $14.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.0% 98,916 $14.3M
Retirement Systems of Alabama 0.05% Add +0.6% 98,783 $14.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +221.4% 98,675 $14.3M
Pinnacle Financial Partners, Inc. 0.11% — 96,947 $14.0M
Cetera Investment Advisers 0.02% Add +9.1% 96,339 $13.9M
Xponance LLC 0.10% Add +8.3% 95,331 $13.8M
Amalgamated Bank 0.10% Add +0.7% 94,628 $13.7M
Forsta Ap-Fonden 0.08% Add +4.5% 92,400 $13.4M
Motco 1.21% Add +0.4% 92,038 $13.3M
Baird Financial Group, Inc. 0.02% Add +606.6% 91,800 $13.3M
Van Eck Associates Corp. 0.01% Add +3.1% 91,731 $13.3M
D. E. Shaw & Co. 0.01% Add +265.9% 90,175 $13.1M
IFM Investors Pty Ltd 0.11% Add +4.0% 89,824 $13.0M
HRT Financial LP 0.04% Reduce -33.6% 88,799 $12.9M
Man Group plc 0.02% Add +338.6% 87,007 $12.6M
Voya Investment Management LLC 0.01% Reduce -0.9% 85,117 $12.3M
Zurich Insurance Group Ltd 0.09% New 85,051 $12.3M
Walleye Capital LLC 0.07% Add +154.7% 84,688 $12.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.11% — 83,710 $12.1M
Punch & Associates Investment Management, Inc. 0.71% Add +25.3% 83,639 $12.1M
Nippon Life Global Investors Americas, Inc. 0.50% Reduce -7.5% 82,610 $12.0M
Lighthouse Investment Partners, LLC 0.40% Add +118.3% 82,213 $11.9M
O'shaughnessy Asset Management, LLC 0.07% Add +3.0% 81,302 $11.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +0.9% 81,165 $11.7M
Sanctuary Advisors, LLC 0.06% Reduce -14.2% 80,322 $11.6M
Joel Isaacson & Co., LLC 0.38% Reduce -0.9% 79,232 $11.5M
Woodline Partners LP 0.04% Add +29.4% 78,704 $11.4M
Sequoia Financial Advisors, LLC 0.06% Add +3.9% 77,766 $11.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +23.1% 77,266 $11.2M
NewEdge Wealth, LLC 0.13% Add +11.2% 77,114 $11.2M
Jennison Associates LLC 0.01% Reduce -41.4% 76,829 $11.1M
Comerica Bank 0.04% Reduce -0.2% 76,203 $11.0M
Wellington Shields Capital Management, LLC 1.59% Add +5.1% 75,421 $10.9M
Hiddenite Capital Partners LP 5.67% New 75,000 $10.9M
Creative Planning 0.01% Add +5.5% 74,976 $10.9M
DekaBank Deutsche Girozentrale 0.02% No change 88,021 $10.6M
Daiwa Securities Group Inc. 0.03% Add +7.7% 72,948 $10.6M
Great Lakes Retirement, Inc. 1.06% Add +3.1% 70,558 $10.2M
Parkwood LLC 0.86% No change 70,112 $10.1M
Jackson Hole Capital Partners, LLC 1.73% Add +0.1% 69,754 $10.1M
Canada Pension Plan Investment Board 0.01% Reduce -19.2% 69,082 $10.0M
Macquarie Group Ltd. 0.04% Add +16.4% 68,858 $10.0M
Utah Retirement Systems 0.09% No change 68,128 $9.9M
Am Investment Strategies LLC 2.04% Add +2.4% 67,764 $9.8M
PNC Financial Services Group, Inc. 0.01% Add +13.4% 67,512 $9.8M
New York Life Investment Management LLC 0.08% Add +1.0% 67,155 $9.7M
USS Investment Management Ltd 0.05% No change 66,955 $9.7M
Northside Capital Management, LLC 0.83% Reduce -0.4% 65,905 $9.5M
AQR Capital Management 0.01% Reduce -4.2% 65,695 $9.5M
Eurizon Capital SGR S.p.A. 0.03% — 65,576 $9.5M
Cinctive Capital Management LP 0.54% New 64,607 $9.4M
Cibc World Markets Corp. 0.05% — 63,614 $9.2M
NEOS Investment Management LLC 0.05% Add +20.9% 63,508 $9.2M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -4.7% 63,270 $9.2M
Archon Partners LLC 0.95% New 63,000 $9.1M
S&co Inc. 0.57% Reduce -13.7% 62,880 $9.1M
Ieq Capital, LLC 0.03% Reduce -3.0% 62,519 $9.1M
Platform Technology Partners 1.92% Reduce -10.8% 62,422 $9.0M
Rakuten Investment Management, Inc. 0.03% Add +139.0% 59,888 $8.8M
ArrowMark Colorado Holdings LLC 0.19% Reduce -8.2% 60,554 $8.8M
Mercer Global Advisors Inc. 0.01% Reduce -0.1% 59,642 $8.6M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Reduce -39.0% 59,060 $8.6M
Beacon Investment Advisory Services, Inc. 0.35% Reduce -9.3% 58,424 $8.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +10.9% 57,866 $8.4M
Pinebridge Investments LLC 0.06% — 57,748 $8.4M
Nisa Investment Advisors, LLC 0.03% Add +7.0% 57,632 $8.3M
Public Employees Retirement Association of Colorado 0.03% Add +9.0% 57,020 $8.3M
Schnieders Capital Management, Llc. 1.29% Add +1.2% 56,960 $8.2M
First Manhattan Co. Llc. 0.02% Add +68.1% 56,102 $8.1M
Oppenheimer & Co. Inc. 0.11% Reduce -11.2% 55,849 $8.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.53% No change 55,650 $8.1M
Guggenheim Capital LLC 0.06% Add +8.5% 55,336 $8.0M
Nissay Asset Management Corp. /Japan 0.04% Add +10.0% 55,088 $8.0M
Verdence Capital Advisors LLC 0.46% Reduce -1.0% 53,525 $7.7M
Oregon Public Employees Retirement Fund 0.10% Add +1.0% 53,186 $7.7M
Hantz Financial Services, Inc. 0.11% Reduce -3.9% 50,907 $7.4M
Moore Capital Management, LP 0.15% Add +23.5% 50,000 $7.2M
Mutual of America Capital Management LLC 0.08% Reduce -0.0% 49,862 $7.2M
Swiss Life Asset Management Ltd 0.04% Add +2.1% 49,195 $7.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.5% 49,050 $7.1M
Ethic Inc. 0.11% Reduce -1.3% 48,886 $7.1M
US Bancorp \de 0.01% Add +3.0% 48,789 $7.1M
OP Asset Management Ltd 0.08% Add +9.6% 47,790 $6.9M
Yousif Capital Management, LLC 0.07% Reduce -9.9% 48,883 $6.8M
Wealthfront Advisers LLC 0.02% Add +6.5% 46,813 $6.8M
Mackenzie Financial Corp. 0.01% Reduce -75.0% 46,265 $6.7M
Eagle Rock Investment Company, LLC 0.95% Add +12.1% 46,359 $6.7M
Elo Mutual Pension Insurance Co 0.10% Reduce -18.4% 45,937 $6.7M
State of Alaska, Department of Revenue 0.07% Reduce -7.2% 45,947 $6.7M
Clark Capital Management Group, Inc. 0.04% Add +14.4% 45,933 $6.6M
WINTON GROUP Ltd 0.23% New 45,587 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.9% 44,358 $6.4M
Steward Partners Investment Advisory, LLC 0.04% Reduce -34.5% 44,227 $6.4M
Chicago Partners Investment Group LLC 0.16% Add +6.2% 46,819 $6.4M
Guardian Wealth Management, Inc. 3.75% Reduce -2.5% 44,051 $6.4M
Nordea Investment Management AB 0.01% Add +13.2% 43,115 $6.3M
Spinnaker Trust 0.33% Add +3.0% 42,594 $6.2M
Diversified Trust Co. 0.11% Add +0.6% 42,509 $6.2M
Huntington National Bank 0.05% Add +10.4% 41,593 $6.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +8.5% 41,589 $6.0M
Stelac Advisory Services LLC 2.09% Reduce -0.2% 40,828 $5.9M
Kestra Advisory Services, LLC 0.02% Add +1.9% 40,607 $5.9M
Hilton Capital Management, LLC 0.43% Reduce -27.1% 39,580 $5.7M
Groupe la Francaise 0.08% Add +3.7% 39,308 $5.7M
Knollwood Investment Advisory, LLC 0.53% Reduce -15.8% 39,200 $5.7M
Kerusso Capital Management LLC 2.59% Add +31.7% 38,750 $5.6M
Candriam S.C.A. 0.03% Add +11.9% 38,652 $5.6M
UniSuper Management Pty Ltd 0.03% Reduce -4.7% 38,412 $5.6M
Gabelli Funds LLC 0.04% Reduce -4.1% 38,409 $5.6M
Commonwealth Equity Services, LLC 0.01% Reduce -18.7% 37,874 $5.5M
Investment Management Corp of Ontario 0.07% Add +84.1% 37,637 $5.4M
Pathstone Holdings, LLC 0.02% Reduce -21.5% 37,383 $5.4M
&partners 0.03% Add +12.5% 36,756 $5.3M
IFC Advisors LLC 0.78% New 36,703 $5.3M
M&G PLC 0.03% Add +92.1% 36,500 $5.3M
Pacer Advisors, Inc. 0.01% Reduce -19.0% 36,309 $5.3M
Cloverfields Capital Group, LP 1.61% Add +12.1% 35,811 $5.2M
Highland Capital Management, LLC 0.26% New 35,450 $5.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.6% 35,437 $5.1M
Morton Community Bank 1.11% Add +1.3% 38,050 $5.1M
Strategic Blueprint, LLC 0.30% Add +2.0% 35,316 $5.1M
Coastal Bridge Advisors, LLC 0.38% Reduce -0.8% 35,251 $5.1M
DAVENPORT & Co LLC 0.03% Reduce -1.7% 35,209 $5.1M
Cannell & Spears LLC 0.10% Reduce -1.1% 35,012 $5.1M
Samjo Management, LLC 1.93% Reduce -2.7% 34,410 $5.0M
Advisory Services Network, LLC 0.07% Reduce -21.9% 34,068 $4.9M
Wealthcare Advisory Partners LLC 0.10% Reduce -0.6% 34,017 $4.9M
Asio Capital, LLC 0.69% Add +5.4% 33,966 $4.9M
Levin Capital Strategies, L.P. 0.42% Reduce -50.2% 33,414 $4.8M
Allstate Corp. 0.06% Add +102.4% 32,620 $4.7M
QRG Capital Management, Inc. 0.05% Add +9.9% 32,508 $4.7M
Avanza Fonder AB 0.12% No change 32,183 $4.7M
Bleakley Financial Group, LLC 0.08% Add +47.8% 32,111 $4.6M
Wesbanco Bank Inc. 0.13% New 32,053 $4.6M
Schroder Investment Management Group 0.00% Reduce -10.9% 31,691 $4.6M
Schwartz Investment Counsel Inc. 0.16% Add +16.6% 31,445 $4.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +91.9% 31,167 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Add +9.4% 30,900 $4.5M
Mizuho Securities USA LLC 0.07% Add +0.9% 33,810 $4.5M
EP Wealth Advisors, LLC 0.02% — 30,392 $4.4M
OMERS ADMINISTRATION Corp 0.03% Add +5.5% 30,337 $4.4M
Checchi Capital Advisers, LLC 0.30% Reduce -0.8% 30,068 $4.4M
Advisors Asset Management, Inc. 0.07% Add +5.2% 29,797 $4.3M
Capricorn Fund Managers Ltd 1.04% Add +123.1% 29,693 $4.3M
Osborne Partners Capital Management, LLC 0.22% Reduce -1.2% 29,672 $4.3M
Norinchukin Bank, The 0.05% Add +8.2% 29,566 $4.3M
Sig Brokerage, LP 1.43% New 29,441 $4.3M
First National Bank Sioux Falls 1.26% No change 29,134 $4.2M
Zhang Financial LLC 0.16% Add +6.0% 29,120 $4.2M
Apollon Wealth Management, LLC 0.07% Add +1.2% 28,834 $4.2M
Concurrent Investment Advisors, LLC 0.05% Add +36.3% 28,789 $4.2M
Obermeyer Wealth Partners 0.19% Add +504.8% 28,729 $4.2M
MMBG Investment Advisors Co. 0.34% Add +16.4% 28,209 $4.1M
Illinois Municipal Retirement Fund 0.05% Reduce -30.0% 27,822 $4.0M
Greenwood Capital Associates LLC 0.43% Reduce -5.6% 27,333 $4.0M
Third View Private Wealth, LLC 0.53% — 26,971 $3.9M
Clearview Wealth Advisors LLC 2.46% Add +8.8% 26,866 $3.9M
Hartford Investment Management Co. 0.12% Reduce -0.6% 26,817 $3.9M
First National Trust Co 0.13% Add +4.0% 26,647 $3.9M
Glenmede Trust Co. NA 0.02% — 26,378 $3.8M
IMC-Chicago, LLC 0.07% Add +48.6% 26,372 $3.8M
Empowered Funds, LLC 0.06% Add +9.6% 26,062 $3.8M
Kentucky Retirement Systems 0.10% No change 25,884 $3.7M
Accuvest Global Advisors 2.70% Reduce -30.0% 25,281 $3.7M
Engineers Gate Manager LP 0.04% Add +972.4% 25,105 $3.6M
RBF Capital, LLC 0.17% No change 24,990 $3.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.14% Reduce -79.9% 24,979 $3.6M
Morse Asset Management, Inc 0.73% Add +7.1% 24,909 $3.6M
BBR Partners, LLC 0.19% Reduce -7.0% 24,855 $3.6M
Kestra Private Wealth Services, LLC 0.04% Reduce -2.2% 24,611 $3.6M
Turn8 Private Wealth Inc. 2.54% Reduce -1.7% 24,445 $3.5M
Purus Wealth Management, LLC 1.10% Reduce -7.3% 24,385 $3.5M
Meiji Yasuda Asset Management Co Ltd. 0.17% Add +1137.5% 24,355 $3.5M
Infrastructure Capital Advisors, LLC 0.58% Add +5.8% 24,218 $3.5M
Jefferies Financial Group Inc. 0.03% Add +88.8% 24,057 $3.5M
Wealthspire Advisors, LLC 0.03% Add +4.4% 23,887 $3.5M
Carmel Capital Partners, LLC 1.21% Add +73.9% 23,808 $3.4M
Louisiana State Employees Retirement System 0.06% Reduce -1.7% 23,700 $3.4M
O'ROURKE & COMPANY, Inc 1.32% Reduce -2.0% 23,527 $3.4M
Boothbay Fund Management, LLC 0.09% New 23,400 $3.4M
CI Investments Inc. 0.01% Reduce -66.8% 23,202 $3.4M
Two Sigma Investments, LP 0.01% Reduce -86.2% 23,187 $3.4M
Allianz Asset Management GmbH 0.00% Add +14.7% 23,178 $3.4M
Commerce Bank 0.02% Reduce -14.7% 22,945 $3.3M
NorthCoast Asset Management LLC 0.07% Reduce -98.2% 22,881 $3.3M
Crescent Park Management, L.P. 2.28% Reduce -8.0% 22,845 $3.3M
Lazard Asset Management LLC 0.01% Add +144.1% 22,831 $3.3M
IFP Advisors, Inc 0.07% Add +75.7% 22,553 $3.3M
Horizon Investments, LLC 0.04% Add +1.3% 22,350 $3.2M
Allen Capital Group, LLC 0.29% Add +6.5% 21,884 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Add +41.1% 21,595 $3.1M
Westwood Holdings Group Inc. 0.03% Reduce -13.6% 21,314 $3.1M
New Mexico Educational Retirement Board 0.09% Add +3.4% 21,100 $3.1M
Allspring Global Investments Holdings, LLC 0.00% Add +2.0% 20,815 $3.1M
Atria Investments, Inc 0.03% Reduce -27.8% 21,071 $3.1M
Composition Wealth, LLC 0.04% Add +5.0% 20,987 $3.0M
Ameliora Wealth Management Ltd. 0.93% Add +14.4% 20,978 $3.0M
Meitav Investment House Ltd. 0.03% New 20,814 $3.0M
Wellington Shields & Co., LLC 0.74% Add +10.5% 20,676 $3.0M
Choreo, LLC 0.04% Add +5.3% 20,211 $3.0M
Maryland State Retirement & Pension System 0.06% No change 20,341 $2.9M
Captrust Financial Advisors 0.01% Add +39.7% 19,938 $2.9M
Jane Street Group, LLC 0.00% Reduce -97.9% 19,780 $2.9M
Metis Global Partners, LLC 0.07% Reduce -3.6% 19,777 $2.9M
Abn Amro Investment Solutions 0.04% Add +317.2% 19,652 $2.8M
Alps Advisors Inc. 0.02% Reduce -7.1% 19,530 $2.8M
TFB Advisors LLC 0.79% Reduce -2.5% 19,412 $2.8M
Pinnacle Associates Ltd. 0.04% Add +88.0% 19,206 $2.8M
Vestcor Inc 0.08% Add +7.1% 19,112 $2.8M
Sigma Investment Counselors Inc. 0.14% Add +1.2% 19,102 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +2.1% 19,057 $2.8M
MUFG Securities EMEA plc 0.03% Add +116.1% 19,036 $2.8M
Edgewood Management LLC 0.01% No change 19,000 $2.8M
MML Investors Services, LLC 0.01% Add +34.8% 18,970 $2.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.54% No change 18,850 $2.7M
Scotia Capital Inc. 0.01% Add +14.4% 18,762 $2.7M
Long Focus Capital Management, LLC 0.14% No change 18,750 $2.7M
Beirne Wealth Consulting Services, LLC 0.78% Reduce -2.5% 18,544 $2.7M
Doliver Advisors, LP 0.67% Reduce -0.7% 18,412 $2.7M
Axxcess Wealth Management, LLC 0.05% Reduce -0.8% 18,402 $2.7M
NewEdge Advisors, LLC 0.01% Add +35.1% 18,396 $2.7M
D.A. Davidson & Co. 0.02% Add +21.5% 18,373 $2.7M
Brookstone Capital Management 0.03% Add +20.0% 18,234 $2.6M
Rational Advisors, Inc. 0.29% Reduce -27.0% 18,087 $2.6M
Bayview Asset Management, LLC 2.35% New 18,000 $2.6M
Fifth Third Bancorp 0.01% Add +4.9% 17,950 $2.6M
Argent Trust Co 0.09% Add +5.5% 17,839 $2.6M
CastleKnight Management LP 0.15% Add +50.0% 17,700 $2.6M
AG2R La Mondiale Gestion D'actifs 0.11% Add +14.8% 17,656 $2.6M
Capstone Investment Advisors, LLC 0.03% Reduce -51.3% 17,648 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -0.7% 17,613 $2.5M
Pacific Capital Partners Ltd 2.69% New 17,500 $2.5M
Rehmann Capital Advisory Group 0.13% Add +0.6% 17,392 $2.5M
Prospera Financial Services Inc 0.04% Add +7.8% 17,203 $2.5M
Phoenix Financial Ltd. 0.03% Reduce -16.6% 17,141 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.3% 16,239 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +58.9% 17,080 $2.5M
Anchor Capital Advisors LLC 0.07% Reduce -6.2% 17,029 $2.5M
Biltmore Family Office, LLC 0.34% No change 17,005 $2.5M
Benjamin Edwards Inc. 0.03% Reduce -2.2% 17,001 $2.5M
Corsair Capital Management, L.P. 0.40% Add +0.0% 16,832 $2.4M
Siemens Fonds Invest GmbH 0.13% Add +38.1% 16,597 $2.4M
Jones Financial Companies LLLP 0.00% Add +6.9% 16,240 $2.4M
Capital International Sarl 0.04% Reduce -18.1% 16,211 $2.3M
E. Ohman J:or Asset Management AB 0.05% Reduce -5.3% 16,150 $2.3M
InTrack Investment Management Inc 1.30% Add +0.4% 16,040 $2.3M
Harbor Advisors LLC 0.35% No change 15,947 $2.3M
Register Financial Advisors LLC 0.89% Reduce -1.3% 15,815 $2.3M
M&T Bank Corp 0.01% Add +37.8% 15,812 $2.3M
Marble Wealth, LLC 0.31% — 15,653 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -16.2% 15,566 $2.3M
Lido Advisors, LLC 0.01% Reduce -14.3% 16,354 $2.3M
Sierra Capital LLC 0.24% Reduce -8.8% 15,517 $2.2M
WCG Wealth Advisors LLC 0.06% New 15,478 $2.2M
Millennium Management 0.00% Reduce -80.4% 15,397 $2.2M
Hennion & Walsh Asset Management, Inc. 0.08% Add +34.0% 15,283 $2.2M
Leonteq Securities AG 0.12% Reduce -7.7% 15,277 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.2% 14,836 $2.1M
MidFirst Bank 0.17% — 14,813 $2.1M
Tidal Investments LLC 0.01% Reduce -8.4% 14,781 $2.1M
Tealwood Asset Management Inc. 0.96% Reduce -0.8% 14,764 $2.1M
Hudson Bay Capital Management LP 0.01% New 14,740 $2.1M
Founders Financial Securities LLC 0.12% Add +4.9% 14,561 $2.1M
Blair William & Co. 0.01% Reduce -73.1% 14,332 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.8% 14,285 $2.1M
AE Wealth Management LLC 0.01% Reduce -4.5% 14,217 $2.1M
Dimension Capital Management LLC 0.29% Reduce -1.3% 14,107 $2.0M
North Dakota State Investment Board 0.08% — 14,095 $2.0M
Silvant Capital Management LLC 0.07% No change 14,029 $2.0M
Ancora Advisors LLC 0.04% Add +31.1% 14,015 $2.0M
Walleye Trading LLC 0.03% Add +66.3% 13,761 $2.0M
Moors & Cabot, Inc. 0.08% Add +0.2% 13,611 $2.0M
Osmosis Investment Management UK Ltd 0.05% — 13,461 $1.9M
Stablepoint Partners, LLC 0.30% Add +0.8% 13,435 $1.9M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -0.5% 13,433 $1.9M
Private Advisor Group, LLC 0.01% Reduce -7.0% 13,400 $1.9M
Cresset Asset Management, LLC 0.01% Add +72.3% 13,344 $1.9M
Private Wealth Partners, LLC 0.14% Reduce -38.1% 13,252 $1.9M
Clear Trail Advisors, LLC 0.44% — 13,213 $1.9M
Arete Wealth Advisors, LLC 0.13% Reduce -6.0% 13,191 $1.9M
Baldwin Wealth Partners LLC 0.12% No change 13,180 $1.9M
HB Wealth Management, LLC 0.01% Reduce -1.3% 13,031 $1.9M
Oppenheimer Asset Management Inc. 0.02% Add +11.6% 12,960 $1.9M
Genesee Capital Advisors, LLC 0.75% Add +3.7% 12,936 $1.9M
Brooklyn Investment Group 0.09% Add +298.3% 12,626 $1.9M
Carroll Investors, Inc 0.88% Add +40.6% 12,763 $1.8M
Securian Asset Management, Inc. 0.07% Reduce -43.0% 12,626 $1.8M
Mufg Securities Americas Inc. 0.11% Add +0.8% 12,509 $1.8M
Assenagon Asset Management S.A. 0.00% Reduce -63.9% 12,437 $1.8M
J.W. Cole Advisors, Inc. 0.04% Add +7.9% 13,221 $1.8M
Squarepoint Ops LLC 0.00% Add +0.8% 12,374 $1.8M
Simplex Trading, LLC 0.05% New 12,362 $1.8M
Vontobel Holding Ltd. 0.01% Reduce -60.6% 12,357 $1.8M
Arkadios Wealth Advisors 0.03% Add +8.4% 12,161 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +2.8% 12,139 $1.8M
Equitable Trust Co. 0.08% Reduce -5.5% 12,128 $1.8M
YHB Investment Advisors, Inc. 0.12% Reduce -2.7% 12,039 $1.7M
Capital Management Associates 2.55% No change 12,000 $1.7M
Robeco Institutional Asset Management B.V. 0.00% Reduce -42.3% 11,926 $1.7M
GM Advisory Group, LLC 0.07% Add +418.4% 11,907 $1.7M
Harbour Capital Advisors, LLC 0.35% Reduce -0.6% 11,715 $1.7M
Caprock Group, LLC 0.04% Add +97.3% 11,798 $1.7M
Samalin Investment Counsel, LLC 0.61% Reduce -1.9% 11,746 $1.7M
Beacon Pointe Advisors, LLC 0.01% Add +15.7% 11,739 $1.7M
Harfst & Associates, Inc. 0.30% Add +2.2% 11,680 $1.7M
Provident Co of the Employees of the Hebrew University LTD 1.73% New 11,493 $1.7M
Canada Post Corp Registered Pension Plan 0.06% Add +27.4% 11,330 $1.6M
Vestmark Advisory Solutions, Inc. 0.02% Add +25.4% 11,160 $1.6M
Sfmg, LLC 0.11% Add +16.0% 11,148 $1.6M
J.Safra Asset Management Corp 0.08% Add +40.4% 11,088 $1.6M
Sandro Wealth Management LLC 1.32% — 11,043 $1.6M
Meketa Investment Group Inc. 5.40% No change 11,034 $1.6M
Alberta Investment Management Corp 0.01% New 11,000 $1.6M
Plato Investment Management Ltd 0.10% Add +0.3% 10,920 $1.6M
Tower Research Capital LLC (TRC) 0.04% Add +153.7% 10,947 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.10% No change 10,849 $1.6M
Kelleher Financial Advisors 0.36% No change 10,748 $1.6M
Valley National Advisers Inc. 0.21% Reduce -2.9% 10,711 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.07% New 10,692 $1.5M
Americana Partners, LLC 0.04% New 10,631 $1.5M
Vident Advisory, LLC 0.01% Reduce -11.3% 10,506 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -17.0% 10,462 $1.5M
Altus Wealth Group LLC 0.60% Reduce -42.7% 10,442 $1.5M
Caisse Des Depots Et Consignations 0.03% No change 10,437 $1.5M
Signaturefd, LLC 0.02% Add +6.7% 10,387 $1.5M
Banque Cantonale Vaudoise 0.05% Reduce -2.2% 10,294 $1.5M
Global Retirement Partners, LLC 0.03% Add +5.7% 10,198 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -14.6% 10,185 $1.5M
Intech Investment Management LLC 0.01% Reduce -24.8% 10,163 $1.5M
MASTERINVEST Kapitalanlage GmbH 0.14% Reduce -2.5% 10,048 $1.5M
Islay Capital Management, LLC 0.86% Reduce -1.9% 10,052 $1.5M
Cwm, LLC 0.00% Reduce -3.3% 10,027 $1.5M
Farringdon Capital, Ltd. 0.35% Add +20.1% 9,986 $1.4M
Bokf, NA 0.02% Reduce -50.7% 9,902 $1.4M
Rexford Capital Inc. 1.06% Add +7.8% 9,651 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.57% Add +0.8% 9,553 $1.4M
Fort Sheridan Advisors LLC 0.17% Add +1.5% 9,503 $1.4M
Meeder Advisory Services, Inc. 0.06% Reduce -1.7% 9,419 $1.4M
Generali Asset Management SPA SGR 0.03% Reduce -19.1% 9,323 $1.3M
Independent Financial Group, LLC 0.03% Reduce -7.1% 9,276 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.03% New 9,245 $1.3M
Cordoba Advisory Partners LLC 0.33% — 9,222 $1.3M
Prescott Group Capital Management, L.L.C. 0.12% No change 9,153 $1.3M
Twin Tree Management, LP 0.13% New 8,912 $1.3M
Gould Capital, LLC 0.79% Add +5.1% 8,879 $1.3M
Tema ETFs LLC 0.10% Add +27.9% 8,819 $1.3M
Rothschild Investment LLC 0.07% Reduce -80.8% 8,809 $1.3M
Central Bank & Trust Co. 0.20% Add +0.0% 8,772 $1.3M
Equitable Holdings, Inc. 0.01% Add +43.9% 8,736 $1.3M
First Business Financial Services, Inc. 0.11% Add +8.5% 8,636 $1.3M
Ofi Invest Asset Management 0.02% Add +237.5% 10,124 $1.2M
Icon Wealth Advisors, LLC 0.08% Add +47.4% 8,512 $1.2M
CreativeOne Wealth, LLC 0.03% Reduce -6.0% 8,407 $1.2M
Div Capital Phoenix Assets Ltd 0.31% — 8,365 $1.2M
World Investment Advisors 0.02% Add +0.8% 8,212 $1.2M
Park Place Capital Corp 0.24% Reduce -3.6% 8,095 $1.2M
Waterway Wealth Management, LLC 0.26% New 8,062 $1.2M
ATX Financial Planning, LLC 0.90% — 8,056 $1.2M
EFG International AG 0.02% — 8,035 $1.2M
Balyasny Asset Management L.P. 0.00% Add +72.2% 8,005 $1.2M
Quent Capital, LLC 0.08% Reduce -0.6% 7,949 $1.2M
Winthrop Partners - WNY, LLC 0.61% — 7,882 $1.1M
Assetmark, Inc. 0.00% Reduce -23.5% 7,853 $1.1M
Clear Harbor Asset Management, LLC 0.08% Add +5.6% 7,842 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +21.4% 7,817 $1.1M
Brave Asset Management Inc. 0.27% No change 7,778 $1.1M
Hohimer Wealth Management, LLC 0.15% Add +1.5% 7,760 $1.1M
Intact Investment Management Inc. 0.03% Reduce -10.5% 7,700 $1.1M
Blackhawk Capital Partners, LLC 0.41% Reduce -9.3% 7,634 $1.1M
Richard W. Paul & Associates, LLC 0.36% New 7,584 $1.1M
Performance Wealth Partners, LLC 0.03% Add +0.4% 7,570 $1.1M
Financial Management Network Inc. 0.17% New 7,449 $1.1M
Red Door Wealth Management, LLC 0.11% Add +0.1% 7,514 $1.1M
Chicago Capital, LLC 0.03% Add +17.4% 7,238 $1.0M
Harbor Investment Advisory, LLC 0.08% Reduce -54.8% 7,215 $1.0M
Snowden Capital Advisors LLC 0.03% Add +50.3% 7,151 $1.0M
GC Wealth Management RIA, LLC 0.04% Reduce -37.8% 7,092 $1.0M
Waterfront Wealth Inc. 0.19% Add +0.4% 7,643 $1.0M
PFG Investments, LLC 0.05% Reduce -12.4% 7,034 $1.0M
J. Safra Sarasin Holding AG 0.02% No change 7,000 $1.0M
Northwest & Ethical Investments L.P. 0.02% Add +136.5% 6,931 $1.0M
Kepler Cheuvreux (Suisse) SA 0.06% New 6,985 $1.0M
McDonald Partners LLC 0.32% Add +0.9% 6,936 $1.0M
Merrion Investment Management Co, LLC 0.53% No change 6,850 $992K
Fulton Bank, N.A. 0.03% Add +33.4% 6,812 $986K
Renasant Bank 0.66% Reduce -5.3% 6,764 $979K
Vise Technologies, Inc. 0.02% Add +13.5% 6,742 $976K
TBH Global Asset Management, LLC 0.16% Add +0.6% 6,740 $976K
FORA Capital, LLC 0.12% New 6,864 $971K
Callan Family Office, LLC 0.02% Add +4.3% 6,611 $957K
Whittier Trust Co. 0.01% No change 6,222 $950K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.5% 6,547 $948K
Texas Yale Capital Corp. 0.03% Add +69.1% 6,533 $946K
Prudential PLC 0.01% Add +1.6% 6,502 $941K
Leavell Investment Management, Inc. 0.04% Add +7.4% 6,500 $941K
Granite Islands Private Wealth, LLC 0.86% — 6,495 $935K
Guyasuta Investment Advisors Inc. 0.05% New 6,440 $932K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -35.1% 6,411 $928K
Brown Brothers Harriman & Co. 0.01% Add +68.6% 6,397 $926K
William Blair Investment Management, LLC 0.00% Reduce -3.1% 6,391 $925K
Level Four Advisory Services, LLC 0.03% Add +14.1% 6,350 $919K
GAMCO Investors 0.01% Reduce -3.1% 6,285 $910K
Golden State Wealth Management, LLC 0.10% Reduce -0.2% 6,258 $906K
Legato Capital Management LLC 0.08% New 6,215 $900K
Centaurus Financial, Inc. 0.04% Add +2.5% 6,180 $895K
Nilsine Partners, LLC 0.08% Add +224.5% 6,139 $889K
River Road Asset Management, LLC 0.01% No change 6,119 $886K
King Wealth Management Group 0.11% No change 6,100 $883K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -16.1% 6,081 $880K
Odyssey Capital Advisors, Inc. 0.78% — 6,075 $879K
Mgo One Seven LLC 0.02% Add +0.5% 6,026 $872K
GTS Securities LLC 0.03% Add +92.8% 6,019 $871K
Old National Bancorp 0.01% Add +1.3% 5,979 $866K
Western Financial Corp 0.34% Reduce -59.1% 5,964 $863K
Profund Advisors LLC 0.03% Reduce -19.9% 5,926 $858K
Ponta Wealth Partners, LLC 0.80% — 5,923 $857K
Coldstream Capital Management Inc. 0.01% Add +2.8% 5,903 $855K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.9% 5,892 $853K
AustralianSuper Pty Ltd 0.00% New 5,888 $852K
Cary Street Partners Financial LLC 0.02% Add +0.1% 5,875 $851K
Greystone Financial Group, LLC 0.13% Add +2.5% 5,829 $844K
Jump Financial, LLC 0.01% Reduce -72.2% 5,823 $843K
Forum Financial Management, LP 0.01% Add +10.7% 5,817 $842K
Fiduciary Group, LLC 0.07% Reduce -7.3% 5,812 $841K
DRW Securities, LLC 0.06% Reduce -18.5% 5,758 $834K
Wedmont Private Capital 0.03% Reduce -6.0% 5,768 $832K
Cooper Financial Group 0.09% Reduce -6.9% 5,743 $831K
Plan Group Financial, LLC 0.21% Add +4.4% 5,674 $821K
Baker Tilly Wealth Management, LLC 0.20% Add +0.1% 5,647 $817K
Parallel Advisors, LLC 0.01% Add +22.7% 5,639 $816K
Visionary Wealth Advisors 0.04% Add +3.5% 5,579 $808K
Shepherd Financial Partners LLC 0.07% Reduce -0.4% 5,574 $807K
Goelzer Investment Management, Inc. 0.04% Reduce -84.1% 5,518 $799K
Linden Thomas Advisory Services, LLC 0.08% Reduce -0.9% 5,504 $797K
Steamboat Capital Partners, LLC 0.22% Reduce -93.4% 5,461 $791K
Procyon Advisors, LLC 0.04% Reduce -10.2% 5,431 $786K
Zions Bancorporation, National Association 0.04% Add +95.5% 5,429 $786K
Summit Financial, LLC 0.01% Reduce -46.1% 5,388 $780K
Dynasty Wealth Management, LLC 0.01% Add +17.1% 5,259 $761K
Mutual Advisors, LLC 0.02% Add +6.9% 5,253 $760K
Dynamic Advisor Solutions LLC 0.02% Add +7.6% 5,213 $755K
Westover Capital Advisors, LLC 0.14% No change 5,194 $752K
Odyssean, LLC 0.53% — 5,118 $741K
Abbot Financial Management, Inc. 0.31% No change 5,100 $738K
SeaCrest Wealth Management, LLC 0.07% No change 5,085 $734K
Farther Finance Advisors, LLC 0.01% Add +44.9% 5,068 $734K
GAMMA Investing LLC 0.04% Add +0.4% 5,004 $724K
Helios Capital Management Pte. Ltd. 0.50% No change 5,000 $724K
Ulysses Management LLC 0.19% New 5,000 $724K
Westmount Partners, LLC 0.18% No change 5,000 $724K
Manning & Napier Advisors LLC 0.01% New 5,000 $724K
Sagespring Wealth Partners, LLC 0.01% Add +2.6% 4,998 $724K
Trust Asset Management LLC 0.05% Reduce -3.4% 4,972 $720K
Strategic Wealth Partners, Ltd. 0.05% Reduce -46.7% 4,959 $718K
Compass Ion Advisors, LLC 0.07% Add +0.0% 4,952 $717K
Kendall Capital Management 0.15% No change 4,860 $704K
Angeles Wealth Management, LLC 0.04% Reduce -2.5% 4,857 $703K
Fort Washington Investment Advisors Inc. 0.00% Add +1.3% 4,829 $699K
Commerzbank Aktiengesellschaft 0.01% Add +0.3% 4,814 $697K
Fideuram Asset Management (Ireland) dac 0.06% — 4,777 $696K
Valley Wealth Managers, Inc. 0.04% Reduce -3.4% 4,760 $689K
Dorsey & Whitney Trust CO LLC 0.04% Add +6.2% 4,756 $688K
Kestra Investment Management, LLC 0.02% Add +2.1% 4,725 $684K
State of Wyoming 0.07% Add +71.0% 4,651 $673K
Regent Peak Wealth Advisors LLC 0.13% Reduce -47.4% 4,647 $673K
Marshall Wace, LLP 0.00% Reduce -92.5% 4,634 $671K
Compound Planning, Inc. 0.02% Add +8.7% 4,626 $670K
Arax Advisory Partners 0.02% Reduce -32.7% 4,625 $669K
Capital Advisors Inc. 0.01% Add +6.2% 4,618 $669K
Frank, Rimerman Advisors LLC 0.04% Add +64.2% 4,618 $669K
Invariant Investment Management 0.42% — 4,548 $663K
AlphaQuest LLC 0.04% Add +51.5% 4,568 $661K
Chesley Taft & Associates LLC 0.03% No change 4,545 $658K
V-Square Quantitative Management LLC 0.07% New 4,518 $654K
Vision Retirement, LLC 0.18% — 4,516 $654K
Insigneo Advisory Services, LLC 0.05% Reduce -1.1% 4,483 $649K
HighPoint Advisor Group LLC 0.01% Reduce -1.6% 4,459 $645K
Carson Advisory Inc. 0.33% Reduce -2.5% 4,408 $638K
Indivisible Partners 0.07% — 4,352 $630K
TD Private Client Wealth LLC 0.01% Add +68.8% 4,349 $630K
Kintegral Advisory, LLC 0.05% Reduce -2.7% 4,299 $622K
Calydon Capital 0.10% Reduce -2.6% 4,288 $621K
RiverFront Investment Group, LLC 0.01% Add +0.8% 4,249 $615K
Mosley Wealth Management 0.28% — 4,893 $611K
TrinityBridge Ltd 0.01% No change 4,205 $609K
Ameritas Investment Partners, Inc. 0.02% No change 4,194 $607K
Colonial River Investments, LLC 0.22% Add +6.9% 4,193 $607K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.4% 4,133 $598K
Ballentine Partners, LLC 0.01% Reduce -0.1% 4,122 $597K
Kingswood Wealth Advisors, LLC 0.03% Add +12.8% 4,121 $597K
Wealth Quarterback LLC 0.21% Add +6.1% 4,090 $592K
S-Bank Fund Management Ltd 0.08% Reduce -3.8% 4,046 $586K
Institute for Wealth Management, LLC. 0.06% Reduce -34.3% 4,043 $585K
Cigna Investments Inc. 0.08% No change 4,019 $582K
Liberty Capital Management, Inc. 0.11% Add +14.1% 4,018 $582K
BigSur Wealth Management LLC 0.14% No change 4,000 $579K
Element Pointe Advisors, LLC 0.11% Reduce -16.4% 3,988 $577K
Park Avenue Securities LLC 0.00% Add +9.9% 3,954 $572K
Navellier & Associates Inc. 0.06% Reduce -25.2% 3,951 $572K
FineMark National Bank & Trust 0.02% No change 3,944 $571K
Ascentis Independent Advisors 0.09% Reduce -43.1% 3,940 $570K
Ellevest, Inc. 0.08% Reduce -10.2% 3,938 $570K
Marino, Stram & Associates LLC 0.10% Add +3.9% 3,930 $569K
Waverly Advisors, LLC 0.00% Add +73.2% 3,920 $567K
Seelaus Asset Management LLC 0.45% Reduce -13.7% 3,885 $562K
Sowell Financial Services LLC 0.02% Add +5.7% 3,834 $555K
Athena Wealth Management, LLC 0.54% — 3,829 $554K
Evergreen Capital Management LLC 0.01% Add +14.7% 3,828 $554K
Thoroughbred Financial Services, LLC 0.03% Add +0.4% 3,830 $554K
Naples Global Advisors, LLC 0.04% Reduce -5.0% 3,805 $551K
Smith, Moore & Co. 0.04% No change 3,800 $550K
Stone Summit Wealth LLC 0.15% No change 3,800 $550K
Fisher Asset Management 0.00% Add +105.4% 3,793 $549K
Two Sigma Securities, LLC 0.08% Add +88.0% 3,780 $547K
ProVise Management Group, LLC 0.04% No change 3,753 $543K
Ritholtz Wealth Management 0.01% Add +9.0% 3,742 $542K
Cynosure Group, LLC 0.06% Add +10.4% 3,736 $541K
CIBC Private Wealth Group LLC 0.00% Add +17.2% 3,725 $539K
Principal Securities, Inc. 0.01% Reduce -8.3% 3,709 $537K
Northland Securities, Inc. 0.52% — 3,700 $536K
Kovack Advisors, Inc. 0.03% Add +8.2% 3,682 $533K
Aquatic Capital Management LLC 0.02% Reduce -98.0% 3,667 $531K
PMG Family Office LLC 0.61% No change 3,640 $527K
Greenleaf Trust 0.00% Add +10.4% 3,608 $522K
Schwarz Dygos Wheeler Investment Advisors LLC 0.11% No change 3,600 $521K
Valued Retirements, Inc. 0.51% No change 3,597 $521K
Quadrant Capital Group LLC 0.02% Reduce -23.7% 3,552 $514K
Tempus Wealth Planning, LLC 0.12% Reduce -12.5% 3,521 $510K
Columbia Bank 0.14% Reduce -3.7% 3,520 $510K
Aft, Forsyth & Company, Inc. 0.22% No change 3,500 $507K
Stonebridge Financial Planning Group, LLC 0.18% No change 3,500 $507K
Keybank National Association 0.00% Add +63.6% 3,485 $504K
Dividend Assets Capital, LLC 0.10% No change 3,471 $502K
180 Wealth Advisors, LLC 0.06% New 3,462 $501K
Twin Capital Management Inc. 0.06% Reduce -65.5% 3,462 $501K
Debussy Capital Management LP 0.07% Add +0.3% 3,446 $499K
Merit Financial Group, LLC 0.00% Add +56.5% 3,425 $496K
CCG Wealth Management, LLC 0.21% Add +15.9% 3,395 $491K
Larson Financial Group LLC 0.02% Reduce -0.1% 3,361 $487K
Robertson Stephens Wealth Management, LLC 0.01% No change 3,353 $485K
Kingsview Wealth Management, LLC 0.01% Add +5.6% 3,318 $480K
Whalen Wealth Management Inc. 0.26% Reduce -37.1% 3,301 $478K
Smartleaf Asset Management LLC 0.02% Add +17.8% 3,251 $475K
VAUGHAN & Co SECURITIES, INC. 0.24% Reduce -2.7% 3,258 $472K
Kesler, Norman & Wride, LLC 0.08% New 3,239 $469K
Davidson Investment Advisors 0.02% No change 3,232 $468K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +1798.2% 3,227 $467K
Frec Markets, Inc. 0.13% — 3,154 $457K
GAM Holding AG 0.03% New 3,136 $454K
Worth Financial Advisory Group, LLC 0.22% Add +67.9% 3,128 $453K
Fortress Financial Group, LLC 0.33% Add +0.4% 3,125 $452K
Hollencrest Capital Management 0.02% Add +64.5% 3,118 $451K
CWA Asset Management Group, LLC 0.02% Reduce -3.5% 3,108 $450K
Douglass Winthrop Advisors, LLC 0.01% Add +49.6% 3,106 $450K
Integrated Advisors Network LLC 0.02% Add +3.3% 3,096 $448K
Resonant Capital Advisors, LLC 0.02% Reduce -1.4% 3,063 $443K
Hodges Capital Management Inc. 0.04% New 3,050 $442K
International Assets Investment Management, LLC 0.03% Add +2.7% 3,048 $441K
Integrity Alliance, Llc. 0.02% Add +16.7% 3,020 $437K
Emerald Advisers, LLC 0.01% Reduce -4.3% 3,020 $437K
Dudley Capital Management, LLC 0.19% No change 3,000 $434K
Massar Capital Management, LP 0.09% No change 3,000 $434K
Sage Investment Counsel LLC 0.48% Add +1.6% 2,990 $433K
Evercore Wealth Management, LLC 0.01% No change 2,981 $432K
Snowwater Investment Partners, LLC 0.40% — 2,980 $431K
Hamilton Capital Partners Inc. 0.02% No change 2,934 $425K
Aaron Wealth Advisors LLC 0.02% Reduce -19.4% 2,911 $421K
Panagora Asset Management Inc. 0.00% Reduce -99.1% 2,901 $420K
Abacus Planning Group, Inc. 0.06% Add +1.8% 2,892 $419K
Hilltop National Bank 0.10% No change 2,876 $416K
Foresight Capital Management Advisors, Inc. 0.23% Add +17.9% 2,870 $415K
Moss Adams Wealth Advisors LLC 0.03% Reduce -8.0% 2,852 $413K
Raiffeisen Bank International AG 0.01% Reduce -4.3% 2,826 $413K
Independent Advisor Alliance 0.01% Reduce -1.3% 2,829 $410K
MGB Wealth Management, LLC 0.12% Reduce -0.6% 2,825 $409K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -68.0% 2,812 $407K
RMR Wealth Builders 0.03% Add +11.5% 2,804 $406K
OpenArc Corporate Advisory, LLC 0.01% — 2,788 $404K
Aspen Grove Capital, LLC 0.07% Add +0.3% 2,782 $403K
Sunflower Bank, N.A. 0.10% Reduce -2.2% 2,780 $402K
Great Lakes Advisors, LLC 0.00% Add +5.5% 2,775 $402K
Sigma Planning Corp 0.01% Reduce -24.0% 2,765 $400K
Hilltop Holdings Inc. 0.02% Add +6.9% 2,741 $397K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -4.1% 2,738 $396K
1832 Asset Management L.P. 0.00% Add +2.0% 2,735 $396K
Cottage Street Advisors LLC 0.17% Add +16.0% 2,727 $395K
Topsail Wealth Management, LLC 0.06% Reduce -0.4% 2,716 $393K
Powell Investment Advisors, LLC 0.14% No change 2,711 $392K
Gsa Capital Partners LLP 0.03% New 2,686 $389K
Howard Capital Management, LLC 0.01% Add +0.5% 2,664 $386K
Permanent Capital Management, LP 0.07% Reduce -23.8% 2,654 $384K
Johnson Financial Group, Inc. 0.01% Reduce -15.6% 2,648 $383K
Fortress Financial Solutions, LLC 0.39% Reduce -33.6% 2,639 $382K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -1.9% 2,630 $381K
Uniting Wealth Partners, LLC 0.12% New 2,611 $378K
Moneta Group Investment Advisors LLC 0.00% Add +37.4% 2,610 $378K
Elevation Point Wealth Partners, LLC 0.02% Add +42.7% 2,600 $376K
Perigon Wealth Management, LLC 0.01% Add +23.8% 2,598 $376K
Apella Capital, LLC 0.01% Reduce -9.9% 2,596 $376K
CoreCap Advisors, LLC 0.01% Add +31.5% 2,576 $373K
W1M Asset Management Ltd 0.00% New 2,550 $369K
Chickasaw Capital Management LLC 0.02% No change 2,543 $368K
Regions Financial Corp. 0.00% New 2,520 $365K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,500 $362K
Bradley Foster & Sargent Inc. 0.01% Reduce -12.3% 2,500 $362K
Shelton Capital Management 0.01% No change 2,488 $360K
Flatrock Wealth Partners LLC 0.17% — 2,482 $359K
Quotient Wealth Partners, LLC 0.01% Reduce -5.0% 2,477 $359K
Transcend Capital Advisors, LLC 0.03% Add +7.1% 2,462 $356K
Premier Path Wealth Partners, LLC 0.05% Add +7.8% 2,446 $354K
Summitry LLC 0.01% New 2,413 $349K
HBK Sorce Advisory LLC 0.01% Add +5.4% 2,617 $348K
Foster Group, Inc. 0.01% New 2,402 $348K
Meiji Yasuda Life Insurance Co 0.01% New 2,400 $347K
Westpac Banking Corp. 0.02% Add +8.4% 2,396 $347K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.3% 2,388 $346K
Broadway Wealth Solutions, Inc. 0.18% Add +3.8% 2,388 $346K
Aptus Capital Advisors, LLC 0.00% Add +2.9% 2,381 $345K
Verition Fund Management LLC 0.00% Reduce -63.2% 2,360 $342K
Citizens Financial Group Inc. 0.00% Add +2.6% 2,356 $341K
Royal Capital Wealth Management, LLC 0.20% New 2,352 $340K
Jacobi Capital Management LLC 0.02% New 2,346 $340K
Journey Strategic Wealth LLC 0.01% Reduce -28.3% 2,339 $339K
Allworth Financial LP 0.00% Add +10.8% 2,305 $334K
AXS Investments LLC 0.11% No change 2,300 $333K
Delta Asset Management LLC 0.03% No change 2,300 $333K
Aviso Wealth Management 0.14% No change 2,276 $329K
American National Bank & Trust 0.03% Add +2.3% 2,270 $329K
Knightsbridge Asset Management, LLC 0.05% Add +0.5% 2,270 $329K
BCS Private Wealth Management, Inc. 0.11% New 2,265 $328K
Granville Capital, Inc. 0.17% — 2,264 $328K
SageView Advisory Group, LLC 0.01% Reduce -20.6% 2,256 $327K
Prelude Capital Management, LLC 0.02% Reduce -76.6% 2,244 $325K
Wilmington Savings Fund Society, FSB 0.01% No change 2,218 $321K
CFM Wealth Partners LLC 0.05% Add +0.1% 2,215 $321K
PDS Planning, Inc 0.02% Add +3.4% 2,206 $319K
Wedbush Securities Inc. 0.01% Add +6.8% 2,205 $319K
IHT Wealth Management, LLC 0.01% Reduce -28.2% 2,202 $319K
Conning Inc. 0.01% Add +2.5% 2,192 $317K
Financial Partners Group, Inc 0.04% New 2,349 $316K
FourThought Financial Partners, LLC 0.03% New 2,175 $315K
Vienna Asset Management LLC 0.18% Reduce -73.9% 2,173 $315K
Evolve Private Wealth, LLC 0.02% — 2,173 $315K
Coordinated Financial Services, Inc. 0.18% Add +9.2% 2,153 $312K
WASHINGTON TRUST Co 0.01% Add +23.1% 2,130 $308K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 2,117 $306K
Syon Capital LLC 0.02% Add +6.4% 2,101 $304K
Banco Santander, S.A. 0.00% Add +27.0% 2,086 $302K
OneDigital Investment Advisors LLC 0.00% Add +13.7% 2,081 $301K
North Star Investment Management Corp. 0.02% Add +2.2% 2,070 $300K
Cassaday & Co Wealth Management LLC 0.01% No change 2,068 $299K
Chesapeake Asset Management LLC 0.25% Add +3.6% 2,065 $299K
Wealth Alliance, LLC 0.03% Add +26.4% 2,061 $298K
Diversified Enterprises, LLC 0.02% Reduce -0.2% 2,057 $298K
SouthState Bank Corp 0.01% Reduce -0.1% 2,052 $297K
Bingham Private Wealth, LLC 0.25% — 2,034 $294K
L2 Asset Management, LLC 0.04% Add +8.8% 2,026 $293K
Mill Creek Capital Advisors, LLC 0.01% Reduce -66.4% 2,025 $293K
LGT Group Foundation 0.00% No change 2,000 $292K
Sage Mountain Advisors LLC 0.02% New 2,015 $292K
Pension & Wealth Management Advisors, Inc. 0.09% Add +4.8% 2,010 $291K
Wealth Alliance Advisory Group, LLC 0.05% Add +0.1% 2,003 $290K
Nordwand Advisors, LLC 0.05% Reduce -12.0% 2,001 $290K
ZWJ Investment Counsel Inc. 0.01% No change 2,000 $290K
M3 Advisory Group, LLC 0.18% Add +1.2% 1,997 $289K
Valeo Financial Advisors, LLC 0.01% Reduce -30.8% 1,995 $289K
Sand Hill Global Advisors, LLC 0.01% No change 1,985 $287K
Greenland Capital Management LP 0.04% New 1,962 $284K
Opal Wealth Advisors, LLC 0.07% Reduce -0.5% 1,958 $283K
Great Valley Advisor Group, Inc. 0.01% Reduce -86.8% 1,953 $283K
United Advisor Group, LLC 0.04% Add +4.7% 1,948 $282K
Ehrenkranz Partners L.P. 0.32% New 1,940 $281K
Moneco Advisors, LLC 0.02% Reduce -0.5% 1,922 $278K
Abel Hall, LLC 0.07% New 1,922 $278K
Canvas Wealth Advisors, LLC 0.05% New 1,910 $276K
Riverwater Partners LLC 0.11% Reduce -2.6% 1,891 $274K
West Paces Advisors Inc. 0.05% Add +1.3% 1,891 $274K
Everhart Financial Group, Inc. 0.03% New 1,884 $273K
Crestwood Advisors Group, LLC 0.00% Add +19.5% 1,876 $272K
SMH Capital Advisors Inc. 0.55% Add +0.1% 1,876 $272K
Gilbert & Cook, Inc. 0.03% Reduce -0.2% 1,867 $270K
Mirabella Financial Services LLP 0.03% Reduce -89.7% 1,866 $270K
Finivi Inc. 0.16% Add +3.3% 1,865 $270K
Carl P. Sherr & Co., LLC 0.12% No change 2,000 $269K
Harbour Investments, Inc. 0.01% Add +10.6% 1,855 $268K
Wealth Preservation Advisors, LLC 0.13% Add +6.6% 1,848 $268K
Red Reef Advisors LLC 0.27% — 1,843 $267K
Spinnaker Investment Group, LLC 0.05% New 1,835 $266K
Gladstone Institutional Advisory LLC 0.01% Add +10.0% 1,832 $265K
Agf Management Ltd. 0.00% Reduce -50.4% 1,827 $264K
Pathfinder Wealth Consulting, Inc. 0.17% — 1,820 $263K
Ares Systematic Credit Ltd 1.01% — 3,483 $263K
Exchange Traded Concepts, LLC 0.00% Reduce -20.0% 1,808 $262K
Perennial Advisors, LLC 0.04% No change 1,800 $261K
Northstar Group, Inc. 0.04% New 1,800 $261K
Ossiam 0.01% Add +2268.4% 1,800 $261K
PUREfi Wealth, LLC 0.20% New 1,799 $260K
Alta Advisers Ltd 0.09% Reduce -25.0% 1,796 $260K
Cahill Financial Advisors Inc. 0.03% Reduce -4.4% 1,796 $260K
Johnson Financial Group, LLC 0.02% New 1,790 $259K
Clearstead Advisors, LLC 0.00% Add +79.5% 1,784 $258K
LVW Advisors, LLC 0.03% Add +12.5% 1,765 $256K
Next Capital Management LLC 0.08% Add +3.0% 1,759 $255K
Childress Capital Advisors, LLC 0.04% Reduce -6.8% 1,727 $250K
Davies Financial Advisors, Inc. 0.46% Reduce -44.8% 1,724 $250K
Sargent Investment Group, LLC 0.03% New 1,721 $249K
MassMutual Private Wealth & Trust, FSB 0.01% Add +5.8% 1,721 $249K
Prosperity Consulting Group, LLC 0.01% Add +13.9% 1,716 $248K
Everpar Advisors LLC 0.09% New 1,714 $248K
Spahn Wealth & Retirement LLC 0.15% No change 1,700 $246K
Darden Wealth Group Inc 0.12% No change 1,700 $246K
Camden National Bank 0.03% New 1,697 $246K
Smithfield Trust Co 0.01% Reduce -2.0% 1,705 $245K
Savant Capital, LLC 0.00% Reduce -18.5% 1,688 $244K
Aprio Wealth Management, LLC 0.01% Reduce -1.6% 1,682 $244K
Bienville Capital Management, LLC 0.04% Add +0.1% 1,665 $241K
Coastline Trust Co 0.02% Reduce -32.5% 1,664 $241K
Steadtrust LLC 0.15% No change 1,656 $240K
Patton Fund Management, Inc. 0.03% No change 1,651 $239K
SBI Securities Co., Ltd. 0.01% Reduce -9.3% 1,651 $239K
Rathbones Group PLC 0.00% New 1,650 $239K
Personal Cfo Solutions, LLC 0.04% Reduce -13.9% 1,645 $238K
Tanager Wealth Management LLP 0.02% Add +2.3% 1,644 $238K
71 West Capital Partners 0.01% — 1,642 $238K
GenTrust, LLC 0.01% New 1,636 $237K
Wellspring Financial Advisors, LLC 0.02% New 1,635 $237K
Tritonpoint Wealth, LLC 0.02% Reduce -11.7% 1,624 $235K
Florida Trust Wealth Management Co 0.01% New 1,612 $233K
Diversify Advisory Services, LLC 0.01% New 1,606 $231K
Clark Asset Management, LLC 0.02% New 1,575 $228K
Certuity, LLC 0.01% Add +4.6% 1,574 $228K
AlphaStar Capital Management, LLC 0.02% Add +2.4% 1,567 $227K
Savvy Advisors, Inc. 0.01% New 1,566 $227K
FFT Wealth Management LLC 0.04% No change 1,565 $227K
Ascent Group, LLC 0.01% Reduce -4.5% 1,552 $225K
Blue Fin Capital, Inc. 0.03% No change 1,545 $224K
PFG Advisors 0.01% Reduce -65.7% 1,531 $222K
Avidian Wealth Enterprises, LLC 0.01% New 1,526 $221K
Whetstone Capital Advisors, LLC 0.07% Reduce -5.2% 1,524 $221K
Cardiff Park Advisors, LLC 0.02% No change 1,518 $220K
Fairview Capital Investment Management, LLC 0.01% No change 1,509 $219K
Howard Bailey Securities, LLC 0.09% Reduce -3.0% 1,509 $218K
Silvercrest Asset Management Group LLC 0.00% No change 1,506 $218K
Catalyst Capital Advisors LLC 0.00% Reduce -35.8% 1,505 $218K
BXM Wealth LLC 0.17% New 1,500 $217K
Arlington Trust Co LLC 0.02% Reduce -19.8% 1,500 $217K
Curi Capital, LLC 0.00% Reduce -1.3% 1,491 $216K
Enterprise Financial Services Corp 0.11% Reduce -2.7% 1,489 $216K
Cromwell Holdings LLC 0.12% No change 1,476 $214K
Fidelis Capital Partners, LLC 0.02% Reduce -7.3% 1,471 $213K
Argentarii, LLC 0.07% Reduce -21.4% 1,464 $212K
Arta Finance Wealth Management LLC 0.11% — 1,461 $211K
Paradigm Asset Management Co. LLC 0.05% No change 1,456 $211K
RDA Financial Network 0.05% New 1,450 $210K
Spire Wealth Management 0.01% Reduce -55.1% 1,439 $208K
Requisite Capital Management, LLC 0.04% Reduce -60.1% 1,402 $203K
CX Institutional 0.01% Add +277.8% 1,360 $197K
Armstrong Advisory Group, Inc. 0.01% No change 1,304 $189K
TCTC Holdings, LLC 0.01% No change 1,259 $182K
First Horizon Corp. 0.01% Add +8.1% 1,228 $178K
Allianz SE 0.00% No change 1,200 $174K
SOA Wealth Advisors, LLC. 0.03% No change 1,169 $169K
Sentry Investment Management LLC 0.11% No change 1,128 $163K
Dixon Mitchell Investment Counsel Inc. 0.01% New 1,113 $161K
Berbice Capital Management LLC 0.10% Reduce -18.6% 1,100 $159K
Heritage Wealth Advisors 0.01% No change 1,100 $159K
AlphaCore Capital LLC 0.00% Add +2534.2% 1,080 $156K
Parkside Financial Bank & Trust 0.01% Add +41.7% 1,067 $154K
Blue Trust, Inc. 0.00% Reduce -5.4% 1,066 $154K
Ostrum Asset Management 0.01% Reduce -25.0% 1,043 $151K
Versant Capital Management, Inc 0.02% Reduce -6.2% 1,022 $148K
Lanark Financial, Inc. 0.01% No change 1,012 $147K
Alerus Financial NA 0.01% No change 980 $142K
Key Financial Inc 0.03% Reduce -50.0% 961 $139K
Granite FO LLC 0.07% No change 950 $138K
Reflection Asset Management 0.10% — 925 $134K
Activest Wealth Management 0.02% Add +349.0% 907 $131K
Bogart Wealth, LLC 0.01% Add +2.2% 897 $130K
Provenance Wealth Advisors, LLC 0.01% No change 884 $128K
AdvisorNet Financial, Inc 0.01% Add +172.8% 854 $124K
Private Trust Co. NA 0.01% Reduce -2.5% 834 $121K
Capital Analysts, LLC 0.00% No change 831 $120K
Pinnacle Bancorp, Inc. 0.03% New 807 $117K
Crewe Advisors LLC 0.01% Add +0.5% 805 $117K
Harbor Asset Planning, Inc. 0.09% No change 726 $105K
Proathlete Wealth Management LLC 0.03% Add +69.5% 717 $104K
Cape Investment Advisory, Inc. 0.03% New 710 $103K
Clayton Financial Group LLC 0.05% Add +1.3% 708 $102K
CVA Family Office, LLC 0.01% Add +25.4% 700 $101K
Summit Securities Group LLC 0.02% Reduce -13.1% 690 $100K
Elequin Capital, LP 0.02% New 678 $98K
Truvestments Capital LLC 0.02% Add +0.5% 677 $98K
Ameriflex Group, Inc. 0.05% Add +16750.0% 674 $98K
DV Equities, LLC 0.02% — 650 $94K
Salomon & Ludwin, LLC 0.01% Add +31.2% 622 $93K
Hilton Head Capital Partners, LLC 0.05% — 634 $92K
Root Financial Partners, LLC 0.00% Reduce -26.4% 605 $88K
Orion Capital Management LLC 0.03% Reduce -1.7% 590 $85K
Peoples Financial Services Corp. 0.04% No change 585 $85K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.7% 546 $83K
Measured Wealth Private Client Group, LLC 0.02% No change 550 $80K
Sunbelt Securities, Inc. 0.01% Reduce -3.5% 546 $79K
Mowery & Schoenfeld Wealth Management, LLC 0.11% Add +1.9% 544 $79K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 540 $78K
Cornerstone Planning Group LLC 0.01% Add +1.3% 558 $74K
Ramirez Asset Management, Inc. 0.01% Add +25.0% 500 $72K
Banque Transatlantique SA 0.00% No change 460 $67K
Asset Dedication, LLC 0.00% No change 461 $67K
Capula Management Ltd 0.00% Reduce -25.1% 453 $66K
Cary Street Partners Investment Advisory LLC 0.02% Add +47.8% 442 $64K
Montag A & Associates Inc. 0.00% Reduce -48.9% 409 $59K
Covestor Ltd 0.03% Add +40.0% 406 $59K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -49.5% 403 $58K
CDKV Holdings LLC 0.05% — 400 $58K
Glen Eagle Advisors, LLC 0.01% Add +33.3% 384 $56K
Eastern Bank 0.00% Add +1.4% 373 $54K
Center for Financial Planning, Inc. 0.01% No change 372 $54K
Washington Trust Advisors, Inc. 0.00% Add +46.5% 372 $54K
Pinnacle Wealth Planning Services, Inc. 0.01% New 368 $53K
Cullen/Frost Bankers, Inc. 0.00% Add +54.4% 366 $53K
Y.D. More Investments Ltd 0.00% Reduce -7.2% 335 $48K
Colonial Trust Co / SC 0.01% Add +3.4% 331 $48K
Evolution Wealth Management Inc. 0.04% Add +0.3% 315 $46K
Darwin Wealth Management, LLC 0.01% Reduce -20.0% 308 $45K
City Holding Co. 0.01% Add +391.9% 305 $44K
Concord Wealth Partners 0.01% No change 300 $43K
Farmers & Merchants Investments Inc. 0.00% Add +1.7% 298 $43K
Greykasell Wealth Strategies, Inc. 0.02% New 290 $42K
Sarver Vrooman Wealth Advisors 0.03% Reduce -37.7% 288 $42K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -18.2% 283 $41K
Bay Harbor Wealth Management, LLC 0.01% Add +1.5% 277 $40K
Physician Wealth Advisors, Inc. 0.01% Add +57.8% 262 $38K
Wolff Wiese Magana LLC 0.02% No change 257 $37K
Osbon Capital Management LLC 0.03% — 250 $36K
JFS Wealth Advisors, LLC 0.00% Reduce -50.6% 238 $34K
Keating Financial Advisory Services, Inc. 0.00% — 235 $34K
GW&K Investment Management, LLC 0.00% Add +9.1% 227 $33K
Nemes Rush Group LLC 0.00% Reduce -47.0% 226 $33K
Rosenberg Matthew Hamilton 0.01% No change 210 $30K
DV Trading LLC 0.00% — 205 $30K
Atlantic Union Bankshares Corp 0.00% Add +2.0% 203 $29K
Bfsg, LLC 0.00% No change 200 $29K
Kohmann Bosshard Financial Services, LLC 0.00% New 200 $29K
2UniFi Bank 0.01% Add +32.4% 192 $28K
Private Wealth Asset Management, LLC 0.00% No change 177 $26K
Delos Wealth Advisors, LLC 0.02% Reduce -16.8% 174 $25K
MCF Advisors LLC 0.00% Add +4.8% 173 $25K
Roble, Belko & Company, Inc 0.00% No change 176 $25K
Deseret Mutual Benefit Administrators 0.01% Add +38.2% 170 $25K
Bell Investment Advisors, Inc 0.00% Add +106.1% 169 $24K
Greenline Wealth Management LLC 0.03% — 168 $24K
BOK Financial Private Wealth, Inc. 0.00% New 165 $24K
Kemnay Advisory Services Inc. 0.00% New 163 $24K
CYBER HORNET ETFs LLC 0.01% Add +84.7% 157 $23K
McIlrath & Eck, LLC 0.00% No change 154 $22K
HM Payson & Co. 0.00% Add +32.2% 152 $22K
Godsey & Gibb, Inc. 0.00% New 151 $22K
Towne Trust Company, N.A 0.01% Add +9.8% 145 $21K
Financial Gravity Asset Management, Inc. 0.00% No change 135 $20K
Retirement Wealth Solutions LLC 0.01% No change 133 $19K
MV Capital Management, Inc. 0.00% Add +24.5% 132 $19K
Itau Unibanco Holding S.A. 0.00% New 132 $19K
Fortitude Family Office, LLC 0.00% Reduce -18.1% 131 $19K
TFC Financial Management, Inc. 0.00% No change 131 $19K
Basepoint Wealth LLC 0.01% New 122 $18K
Transamerica Financial Advisors, LLC 0.00% Add +134.0% 117 $17K
Olistico Wealth, LLC 0.01% New 115 $17K
Aventura Private Wealth, LLC 0.01% Add +238.2% 115 $17K
Elyxium Wealth, LLC 0.00% New 114 $17K
Archer Investment Corp 0.00% No change 112 $16K
Swiss Re Ltd. 0.00% — 112 $16K
SHP Wealth Management 0.00% — 109 $16K
ORG Partners LLC 0.00% Reduce -18.9% 107 $16K
Duncker Streett & Co. Inc. 0.00% No change 105 $15K
Meeder Asset Management Inc. 0.00% Reduce -1.9% 104 $15K
TD Capital Management LLC 0.00% No change 104 $15K
Capital Advisors, Ltd. LLC 0.00% No change 101 $15K
GGM Financial LLC 0.01% No change 101 $15K
Wellington-Altus USA Inc. 0.01% — 100 $14K
Strive Financial Group ,LLC 0.01% — 100 $14K
Mb, Levis & Associates, LLC 0.01% No change 100 $14K
Flagship Harbor Advisors, LLC 0.00% New 100 $14K
Howard Hughes Medical Institute 0.01% Add +1.0% 99 $14K
Aspect Partners, LLC 0.01% Add +1.0% 98 $14K
Sachetta, LLC 0.01% Reduce -3.0% 97 $14K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 100 $14K
Westfuller Advisors, LLC 0.01% Add +6.7% 96 $14K
Richardson Financial Services Inc. 0.00% Add +41.8% 95 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 93 $13K
N.E.W. Advisory Services LLC 0.00% No change 93 $13K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 100 $13K
Manchester Capital Management LLC 0.00% Add +95.7% 92 $13K
Grove Bank & Trust 0.00% Reduce -8.0% 92 $13K
Highline Wealth Partners LLC 0.00% Add +55.4% 87 $13K
Wilkerson Advisory Group LLC 0.00% — 86 $12K
Raffa Wealth Management, LLC 0.00% Add +20.3% 83 $12K
Avion Wealth 0.00% No change 88 $12K
Basecamp Wealth Advisors LLC 0.00% — 81 $12K
Horizon Financial Services, LLC 0.01% Add +36.2% 79 $11K
Bayban 0.01% — 76 $11K
Westend Capital Management, LLC 0.00% No change 71 $10K
Noble Wealth Management PBC 0.01% No change 70 $10K
Trifecta Capital Advisors, LLC 0.00% No change 64 $9K
Clark Wealth Partners 0.01% No change 63 $9K
Navigoe, LLC 0.01% No change 66 $9K
Medallion Wealth Advisors, LLC 0.00% No change 62 $9K
FWL Investment Management, LLC 0.00% New 62 $9K
Bruce G. Allen Investments, LLC 0.01% Add +15.1% 61 $9K
McGuire Capital Advisors Inc. 0.01% — 57 $8K
KERR FINANCIAL PLANNING Corp 0.01% No change 63 $8K
Robbins Farley 0.00% Reduce -99.8% 54 $8K
Joseph Group Capital Management 0.00% New 53 $8K
Abound Wealth Management 0.00% No change 50 $7K
Rossby Financial, LCC 0.00% New 49 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +5.8% 55 $7K
Kilter Group LLC 0.00% Add +41.2% 48 $7K
Steigerwald, Gordon & Koch Inc. 0.00% New 44 $6K
Marquette Asset Management, LLC 0.00% Reduce -8.5% 43 $6K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -35.4% 42 $6K
Penserra Capital Management LLC 0.00% Reduce -99.0% 45 $6K
Elevation Wealth Partners, LLC 0.00% Add +28.1% 41 $6K
Minot DeBlois Advisors LLC 0.01% No change 40 $6K
High Note Wealth, LLC 0.00% Add +8.3% 39 $6K
Red Tortoise LLC 0.00% No change 38 $6K
Luken Investment Analytics, LLC 0.00% New 38 $6K
Foster Dykema Cabot & Partners, LLC 0.00% New 36 $5K
DT Investment Partners, LLC 0.00% No change 35 $5K
Sound Income Strategies, LLC 0.00% Reduce -84.9% 34 $5K
Principia Wealth Advisory, LLC 0.00% Add +32.0% 33 $5K
SJS Investment Consulting Inc. 0.00% Reduce -84.6% 32 $5K
CENTRAL TRUST Co 0.00% Add +14.3% 32 $5K
Wealth Watch Advisors, INC 0.00% Add +33.3% 32 $5K
Goodman Advisory Group, LLC 0.00% No change 32 $5K
Cornerstone Financial Management LLC 0.00% — 30 $4K
Plante Moran Financial Advisors, LLC 0.00% Reduce -56.3% 28 $4K
Millstone Evans Group, LLC 0.00% No change 27 $4K
Dogwood Wealth Management LLC 0.00% Reduce -53.7% 25 $4K
JNBA Financial Advisors 0.00% New 25 $4K
Winnacle Wealth LLC 0.00% Add +2300.0% 24 $3K
IMG Wealth Management, Inc. 0.00% New 23 $3K
United Financial Planning Group LLC 0.00% New 22 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -23.1% 20 $3K
Colonial Trust Advisors 0.00% No change 20 $3K
Erste Asset Management GmbH 0.00% Reduce -99.2% 20 $3K
Nvwm, LLC 0.00% Add +216.7% 19 $3K
Toth Financial Advisory Corp. 0.00% Add +33.3% 16 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 16 $2K
American Capital Advisory, LLC 0.00% Add +25.0% 15 $2K
Financial Management Professionals, Inc. 0.00% No change 15 $2K
WestEnd Advisors, LLC 0.00% Add +50.0% 15 $2K
Richardson Capital Management LLC 0.00% New 14 $2K
Bare Financial Services, Inc 0.00% Add +75.0% 14 $2K
Lodestone Wealth Management LLC 0.00% New 12 $2K
Strengthening Families & Communities, LLC 0.00% New 12 $2K
Quaker Wealth Management, LLC 0.00% Add +10.0% 11 $2K
Optima Capital LLC 0.00% New 11 $2K
Geneos Wealth Management Inc. 0.00% No change 11 $2K
Quattro Advisors LLC 0.00% — 10 $1K
Financial Network Wealth Advisors LLC 0.00% No change 10 $1K
Acumen Wealth Advisors, LLC 0.00% — 10 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 10 $1K
Nova Wealth Management, Inc. 0.00% No change 9 $1K
Sunrise Financial Services, LLC 0.00% — 9 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
WPG Advisers, LLC 0.00% No change 8 $1K
Mascoma Wealth Management LLC 0.00% New 8 $1K
First Command Advisory Services, Inc. 0.00% New 8 $1K
HFM Investment Advisors, LLC 0.00% No change 7 $1K
Laurel Wealth Advisors LLC 0.00% New 7 $1K
1015 Capital Partners, LLC 0.00% — 7 $1K
Valued Wealth Advisors LLC 0.00% New 6 $869
Atlantic Private Wealth, LLC 0.00% New 5 $727
Seneschal Advisors, LLC 0.00% No change 5 $724
Signature Resources Capital Management, LLC 0.00% New 5 $724
Legacy Wealth Managment, LLC 0.00% New 5 $724
Triumph Capital Management 0.00% Reduce -99.9% 5 $724
Rialto Wealth Management, LLC 0.00% No change 5 $724
Essential Partners LLC 0.00% Reduce -54.5% 5 $724
True Wealth Design, LLC 0.00% Reduce -79.0% 4 $580
Breakwater Investment Management 0.00% New 4 $580
Davis Capital Management 0.00% No change 4 $579
Murphy & Mullick Capital Management Corp 0.00% New 4 $579
Hughes Financial Services, LLC 0.00% No change 4 $579
DecisionPoint Financial, LLC 0.00% No change 3 $435
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 3 $400
Caitong International Asset Management Co., Ltd 0.00% No change 2 $290
Stone House Investment Management, LLC 0.00% New 2 $290
IMA Advisory Services, Inc. 0.00% No change 1 $144
Dunhill Financial, LLC 0.00% No change 1 $138

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