AstrazenecaAZN

13F holders, Q1 2026 (March 31)
1,329holders +1,274
261new positions
6sold out
7famous investors
$196.03avg. 13F price*

At the end of Q1 2026, 1,329 institutions reported holding Astrazeneca PLC (AZN) in their 13F filings, up 1,274 from Q4 2025. 261 opened new positions and 6 sold out. The largest holders were Investor AB ($10.2B), Vanguard Capital Management LLC ($8.8B) and Capital International Investors ($6.7B). 7 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Steve Cohen (0.4% of Point72 Asset Management's portfolio) and Ken Griffin (0.3% of Citadel Advisors's portfolio).

Company
Astrazeneca PLC
CUSIP
G0593M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025Q3 2025: 7Q3 2025Q4 2025: 55Q4 2025Q1 2026: 1,329Q1 2026Q2 2026: 1,481Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions261$27.5B
Exits6$21.2M

All 13F filers, Q4 2025 → Q1 2026: 450,279,048 shares bought and 13,383,494 shares sold, net +436,895,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,329 holders

Investor AB 67.27% New 51,587,810 $10.2B
Vanguard Capital Management LLC 0.22% — 45,040,142 $8.8B
Capital International Investors 1.58% Add +373.7% 34,393,013 $6.7B
FMR LLC 0.31% Add +171.0% 29,601,724 $5.8B
Capital World Investors 0.76% Add +6084.3% 28,264,580 $5.5B
Legal & General Group Plc 1.16% Add +17353.5% 25,849,978 $5.0B
Wellington Management Group LLP 0.87% Add +108.1% 23,751,085 $4.6B
T. Rowe Price Associates Inc. 0.45% Reduce -19.9% 19,489,220 $3.8B
Bank of America Corp. 0.27% Add +44.6% 19,058,327 $3.8B
VANGUARD ASSET MANAGEMENT, Ltd 3.10% — 18,535,315 $3.6B
JPMorgan Chase & Co. 0.24% Add +892.3% 18,590,922 $3.6B
Primecap Management Co. 2.83% Reduce -1.3% 18,213,708 $3.6B
Franklin Resources Inc. 0.87% Add +76.5% 17,792,161 $3.5B
Amundi 0.83% Add +293248.9% 15,386,149 $3.0B
Vanguard Fiduciary Trust Co. 0.65% — 13,195,178 $2.6B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.31% New 12,938,604 $2.5B
Deutsche Bank AG 0.79% Add +4471.3% 12,129,724 $2.4B
Janus Henderson Group PLC 1.11% Add +1879.8% 11,949,424 $2.3B
Aviva PLC 3.60% New 11,087,661 $2.1B
Fisher Asset Management 0.73% Add +0.4% 10,845,708 $2.1B
Goldman Sachs Group Inc. 0.28% Add +47.2% 10,605,842 $2.1B
Royal Bank of Canada 0.39% Add +517.3% 10,386,455 $2.0B
Royal London Asset Management Ltd. 4.26% New 10,299,563 $2.0B
Invesco Ltd. 0.19% Add +15.3% 10,103,749 $2.0B
Rathbones Group PLC 6.23% Add +213644.0% 8,054,943 $1.6B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.72% Add +3381.6% 7,624,427 $1.5B
Causeway Capital Management LLC 17.66% Add +1368.3% 7,421,749 $1.4B
Sanders Capital, LLC 1.66% No change 7,065,628 $1.4B
Morgan Stanley 0.08% Add +0.4% 6,969,314 $1.4B
Bank of New York Mellon Corp 0.24% Add +1192.2% 6,667,812 $1.3B
Nuveen, LLC 0.36% Add +2399.1% 6,779,534 $1.3B
Allianz Asset Management GmbH 1.46% Add +333401.6% 6,529,961 $1.3B
Swiss National Bank 0.69% New 6,174,666 $1.2B
UBS Group AG 0.21% Add +315.6% 5,981,411 $1.2B
SEB Asset Management AB 4.95% — 5,954,417 $1.2B
Ameriprise Financial Inc. 0.26% Add +9.5% 5,747,087 $1.1B
Barclays PLC 0.39% Add +300.1% 5,491,992 $1.1B
Alliancebernstein L.P. 0.33% Add +683.8% 5,279,565 $1.0B
Clearbridge Investments, LLC 0.89% Add +145.5% 5,160,677 $1.0B
Caisse Des Depots Et Consignations 15.60% New 4,882,468 $945.9M
Arrowstreet Capital, Limited Partnership 0.49% Add +67.7% 4,652,246 $914.5M
FIL Ltd 0.71% Add +1269983.2% 4,654,855 $910.2M
Capital Research Global Investors 0.14% Add +2119.3% 4,611,176 $901.8M
CIBC Bancorp USA Inc. 1.17% — 4,595,892 $869.5M
M&G PLC 4.34% New 4,204,199 $816.8M
DekaBank Deutsche Girozentrale 1.23% Add +9158.2% 3,783,927 $747.1M
Manufacturers Life Insurance Company, The 0.65% Add +6909.8% 3,844,540 $745.2M
Citigroup Inc. 0.46% Add +20.4% 3,705,472 $717.8M
Pictet Asset Management Holding SA 0.71% New 3,481,864 $675.3M
Credit Agricole S A 1.92% Add +13220.4% 2,977,566 $587.2M
Thornburg Investment Management Inc. 5.78% Add +1029.9% 2,858,651 $555.7M
Holocene Advisors, LP 1.27% Add +22.9% 2,662,887 $525.2M
Neuberger Berman Group LLC 0.40% Add +6.3% 2,635,014 $518.7M
Swedbank AB 0.51% Add +23.8% 2,468,411 $486.8M
ABN AMRO Bank N.V. 5.20% Add +64983.1% 2,445,171 $482.2M
Lansforsakringar Fondforvaltning AB (publ) 2.48% New 2,438,551 $473.8M
Northern Trust Corp. 0.06% Reduce -2.1% 2,327,550 $459.0M
Acadian Asset Management LLC 0.65% Add +113.9% 2,330,171 $456.6M
Envestnet Asset Management Inc. 0.12% Add +12.1% 2,270,973 $446.6M
BlackRock, Inc. 0.01% Reduce -27.0% 2,232,189 $440.2M
Lazard Asset Management LLC 0.71% Add +231.6% 2,216,887 $432.8M
National Bank of Canada 0.43% Add +91.2% 2,137,511 $417.6M
Public Sector Pension Investment Board 1.29% New 2,087,084 $415.1M
Boston Partners 0.43% Reduce -1.0% 2,093,896 $413.4M
Border to Coast Pensions Partnership Ltd 6.73% New 2,049,658 $398.3M
Ninety One UK Ltd 0.92% New 2,047,019 $396.5M
Capital International, Inc. 3.04% Add +1786.1% 2,009,997 $392.7M
Russell Investments Group, Ltd. 0.42% Add +442.4% 2,003,028 $389.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.84% New 1,992,762 $386.0M
TD Asset Management Inc 0.31% Add +253.3% 1,965,535 $383.4M
Bank of Montreal 0.16% Add +17.5% 1,926,315 $379.9M
William Blair Investment Management, LLC 1.25% Add +8154.1% 1,942,155 $377.3M
Citadel Advisors 0.27% Add +345.1% 1,869,793 $368.8M
Voya Investment Management LLC 0.44% Add +40.0% 1,869,864 $367.7M
LGT Group Foundation 4.48% Add +10095.9% 1,890,121 $367.2M
Bank Julius Baer & Co. Ltd, Zurich 1.11% Add +106.6% 1,866,132 $367.2M
American Century Companies Inc. 0.18% Add +5.0% 1,807,026 $356.4M
Andra AP-fonden 4.14% New 236,302 $347.1M
Raymond James Financial Inc. 0.11% Reduce -21.4% 1,736,955 $342.6M
Evelyn Partners Investment Management LLP 8.84% Add +44731.4% 1,675,125 $325.5M
Wells Fargo & Company 0.06% Reduce -0.4% 1,544,632 $304.6M
CANADA LIFE ASSURANCE Co 0.53% Add +122334.9% 1,521,866 $295.8M
Mackenzie Financial Corp. 0.34% Add +94.7% 1,444,637 $282.4M
Artemis Investment Management LLP 2.98% New 1,444,565 $280.6M
Korea Investment CORP 0.54% New 1,345,126 $260.6M
Natixis Advisors, LLC 0.36% Add +27.8% 1,312,499 $258.9M
Millennium Management 0.20% Add +8.7% 1,302,645 $256.9M
Point72 Asset Management 0.44% Add +33.2% 1,233,965 $243.4M
Intesa Sanpaolo S.p.A. 14.18% New 1,163,193 $226.3M
Alyeska Investment Group, L.P. 0.59% Add +23.0% 1,062,278 $209.5M
Groupe la Francaise 2.67% New 984,608 $190.8M
Jones Financial Companies LLLP 0.09% Add +3267.0% 1,004,416 $189.3M
Public Employees Retirement System of Ohio 0.60% Add +585.3% 957,000 $186.1M
Assenagon Asset Management S.A. 0.29% Add +136.1% 929,311 $182.8M
Capital International Sarl 2.92% New 914,752 $178.3M
MUFG Securities EMEA plc 2.50% New 863,980 $167.9M
Jane Street Group, LLC 0.18% New 844,701 $166.6M
Allspring Global Investments Holdings, LLC 0.28% Add +1.7% 828,369 $166.0M
ASR Vermogensbeheer N.V. 1.92% New 841,921 $163.1M
Saturna Capital Corp. 2.27% Add +0.5% 821,571 $162.0M
OMERS ADMINISTRATION Corp 1.03% New 826,368 $160.1M
Fred Alger Management, LLC 0.66% Add +16.6% 768,754 $151.4M
Vanguard Investments Australia, Ltd. 0.44% — 770,830 $150.7M
Truist Financial Corp. 0.20% Reduce -2.0% 754,121 $148.7M
Crawford Investment Counsel Inc. 2.51% Reduce -3.2% 744,724 $146.9M
Generali Asset Management SPA SGR 2.93% New 954,783 $140.3M
Stifel Financial Corp. 0.12% Add +6.2% 684,404 $135.0M
Sei Investments Co. 0.12% Add +41.5% 683,752 $134.8M
Orbimed Advisors LLC 2.99% New 670,200 $132.2M
Jennison Associates LLC 0.09% Reduce -60.5% 663,945 $130.9M
Canada Pension Plan Investment Board 0.08% New 661,545 $128.5M
LPL Financial LLC 0.03% Add +13.0% 651,601 $128.5M
Zurich Insurance Group Ltd 1.00% New 657,228 $127.5M
Groupama Asset Managment 1.87% New 863,629 $126.9M
Parnassus Investments, LLC 0.37% Add +3.8% 642,138 $126.6M
1832 Asset Management L.P. 0.17% Add +121.5% 641,315 $126.5M
Man Group plc 0.26% New 628,476 $121.7M
Clark Capital Management Group, Inc. 0.73% Reduce -7.2% 600,052 $118.3M
Dnca Finance 6.20% New 552,889 $107.1M
Marshall Wace, LLP 0.10% Add +8919.2% 492,446 $97.1M
Evelyn Partners Investment Management Services Ltd 11.39% Add +363511.0% 498,147 $96.8M
State of Wisconsin Investment Board 0.22% New 498,704 $96.6M
Principal Financial Group Inc. 0.05% Reduce -13.4% 487,032 $96.0M
PGGM Investments 1.66% New 645,456 $94.8M
HighTower Advisors, LLC 0.10% Reduce -1.4% 475,948 $93.8M
Rockefeller Capital Management L.P. 0.17% Add +44.7% 473,389 $93.2M
Capital International Ltd. 3.42% New 472,311 $92.3M
Sofinnova Investments, Inc. 4.51% Reduce -44.1% 456,031 $89.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +364.8% 452,905 $89.3M
Vanguard Global Advisers, LLC 0.04% — 423,972 $82.9M
Nicholas Company, Inc. 1.59% Reduce -24.3% 410,238 $80.9M
Harding Loevner LP 0.83% New 410,787 $80.5M
Compagnie Lombard Odier SCmA 0.98% New 410,771 $79.6M
Edmond DE Rothschild Holding S.A. 1.13% New 401,553 $78.1M
Aberdeen Group plc 0.12% Reduce -7.8% 388,152 $76.6M
ZWJ Investment Counsel Inc. 2.75% Add +1.5% 387,261 $76.4M
Qube Research & Technologies Ltd 0.11% New 382,048 $75.3M
Harvest Portfolios Group Inc. 1.23% No change 377,620 $74.5M
Mariner, LLC 0.09% Add +7.8% 371,923 $73.3M
Woodley Farra Manion Portfolio Management Inc. 3.54% Reduce -1.3% 368,969 $72.8M
AQR Capital Management 0.03% Add +560.6% 369,802 $71.9M
Temasek Holdings (Private) Ltd 0.24% New 365,554 $70.9M
BLI - Banque de Luxembourg Investments 2.07% New 372,869 $69.0M
Achmea Investment Management B.V. 1.69% New 330,141 $64.0M
Cerity Partners LLC 0.08% Add +5.1% 301,215 $59.2M
Vontobel Holding Ltd. 0.19% Add +6780.9% 288,690 $56.1M
Migdal Insurance & Financial Holdings Ltd. 0.48% Add +194.8% 286,000 $55.9M
Cidel Asset Management Inc. 3.01% Reduce -0.6% 279,490 $55.1M
Van Eck Associates Corp. 0.04% Reduce -9.9% 276,361 $54.5M
State Street Corp. 0.00% Reduce -35.2% 273,014 $53.8M
Ontario Teachers Pension Plan Board 1.57% Reduce -7.2% 265,640 $52.4M
Charles Schwab Investment Management Inc. 0.01% Add +23.8% 261,537 $51.6M
Vaughan David Investments LLC 1.07% Add +2.4% 257,833 $50.9M
State of Tennessee, Department of Treasury 0.17% New 256,980 $49.8M
USS Investment Management Ltd 0.21% New 255,467 $49.6M
Integral Health Asset Management, LLC 2.61% Add +42.9% 250,000 $49.3M
Thrivent Financial for Lutherans 0.10% Add +1187.2% 253,111 $49.1M
First Trust Advisors LP 0.03% Reduce -43.2% 247,584 $48.7M
Capital Group Private Client Services, Inc. 0.79% Add +475.6% 241,824 $47.1M
Quantinno Capital Management LP 0.08% Add +24.7% 235,094 $46.2M
Creative Planning 0.03% Add +28.3% 233,193 $46.0M
Crestwood Advisors Group, LLC 0.77% Reduce -5.4% 232,867 $45.9M
Farallon Capital Management, L.L.C. 0.27% New 226,499 $44.7M
Trillium Asset Management, LLC 1.47% Add +9.3% 263,507 $44.4M
Skandinaviska Enskilda Banken AB (publ) 1.01% New 222,078 $43.8M
Cetera Investment Advisers 0.05% Add +7.8% 222,657 $43.4M
Tidal Investments LLC 0.13% Add +1857.5% 216,729 $42.2M
Pictet North America Advisors SA 4.17% Add +367.0% 216,936 $42.0M
Scotia Capital Inc. 0.17% Reduce -8.4% 211,351 $41.7M
NatWest Group plc 8.72% New 204,367 $40.3M
Two Sigma Investments, LP 0.03% Reduce -81.4% 203,026 $40.0M
Osmosis Investment Management UK Ltd 1.04% New 199,294 $38.6M
Chilton Capital Management LLC 1.33% Reduce -2.8% 193,059 $38.1M
Banque Pictet & Cie SA 0.44% New 195,810 $37.9M
Assetmark, Inc. 0.08% Add +14.0% 191,107 $37.7M
Exane Asset Management 7.69% New 222,469 $37.6M
Main Street Research LLC 2.19% Add +2.7% 190,644 $37.6M
EFG International AG 0.76% New 178,185 $35.1M
Becker Capital Management Inc. 1.03% Reduce -2.4% 176,914 $34.9M
O'shaughnessy Asset Management, LLC 0.17% Add +3.0% 170,651 $33.7M
Pathstone Holdings, LLC 0.13% Reduce -11.9% 170,432 $33.6M
Guardian Capital LP 0.89% Add +420.1% 170,252 $33.6M
BNP Paribas Financial Markets 0.02% Reduce -66.0% 167,312 $33.0M
Maryland State Retirement & Pension System 0.67% New 169,590 $33.0M
J. Safra Sarasin Holding AG 0.56% Add +14735.3% 168,752 $32.7M
Federation des caisses Desjardins du Quebec 0.12% Add +93.0% 168,010 $32.6M
Channing Global Advisors, LLC 18.99% Add +3038.4% 167,622 $32.5M
Prudential PLC 0.25% New 165,063 $32.4M
Janney Montgomery Scott LLC 0.08% Reduce -0.8% 160,926 $31.7M
Ninety One North America, Inc. 1.38% New 158,554 $30.7M
Balyasny Asset Management L.P. 0.06% Reduce -72.4% 148,684 $29.3M
Flputnam Investment Management Co. 0.44% Reduce -11.5% 148,419 $29.3M
Kornitzer Capital Management Inc. 0.63% No change 147,009 $29.0M
Cumberland Partners Ltd 2.18% Add +132.4% 145,746 $28.7M
MetLife Investment Management, LLC 0.15% New 147,386 $28.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% New 143,864 $27.9M
New York State Common Retirement Fund 0.04% Add +34.4% 141,415 $27.9M
Barings LLC 0.46% New 143,032 $27.8M
TCW Group Inc. 0.21% New 142,922 $27.7M
MML Investors Services, LLC 0.08% Reduce -8.3% 140,117 $27.6M
Martin Investment Management, LLC 8.27% Reduce -9.5% 140,080 $27.6M
Phoenix Financial Ltd. 0.26% Reduce -65.3% 139,398 $27.5M
US Bancorp \de 0.03% Add +7.3% 139,073 $27.4M
TD Waterhouse Canada Inc. 0.08% Add +854.7% 135,577 $27.1M
Epoch Investment Partners, Inc. 0.16% Reduce -66.8% 137,132 $27.0M
Susquehanna International Group, LLP 0.03% Add +816.0% 136,541 $26.9M
Cambiar Investors LLC 1.22% Reduce -3.2% 133,599 $26.3M
Capital Wealth Planning, LLC 0.15% Add +29.5% 133,597 $26.3M
Baird Financial Group, Inc. 0.04% Reduce -0.5% 133,378 $26.3M
Sycomore Asset Management 3.65% New 163,871 $26.2M
PNC Financial Services Group, Inc. 0.01% Add +4.5% 128,254 $25.3M
M&T Bank Corp 0.08% Add +18.7% 126,862 $25.0M
Fiera Capital Corp 0.08% Add +2676.6% 123,765 $24.4M
Mutual of America Capital Management LLC 0.27% New 124,535 $24.2M
Silvercrest Asset Management Group LLC 0.17% Add +3.6% 122,435 $24.1M
Macquarie Group Ltd. 0.14% New 120,191 $23.7M
Waverly Advisors, LLC 0.18% Add +0.4% 119,336 $23.4M
Davidson Investment Advisors 0.98% Reduce -3.9% 115,341 $22.7M
Curi Capital, LLC 0.40% Add +107.0% 112,406 $22.2M
Boone Capital Management LLC 6.65% No change 110,101 $21.7M
Commonwealth Equity Services, LLC 0.03% Reduce -4.5% 109,247 $21.5M
Western Wealth Management, LLC 0.81% Add +0.2% 1,446 $21.2M
ExodusPoint Capital Management, LP 0.21% Add +44.1% 106,832 $21.1M
Intech Investment Management LLC 0.21% New 108,700 $21.1M
Gradient Investments LLC 0.32% Add +13.6% 104,776 $20.7M
LGT Fund Management Co Ltd. 0.88% Add +420.5% 103,991 $20.2M
Blair William & Co. 0.06% Reduce -4.7% 100,622 $19.8M
Vestal Point Capital, LP 0.55% New 100,000 $19.7M
Sit Investment Associates Inc. 0.40% Reduce -11.2% 99,814 $19.7M
Worldquant Millennium Advisors LLC 0.08% New 100,830 $19.6M
Capital Group Investment Management Pte. LTD. 3.30% New 99,013 $19.3M
QRG Capital Management, Inc. 0.20% Add +11.3% 97,737 $19.2M
Optiver Holding B.V. 0.71% New 95,433 $18.8M
Artia Global Partners LP 4.24% No change 95,376 $18.8M
Apollon Wealth Management, LLC 0.30% Add +189.6% 94,445 $18.6M
SALT Holding Corp. 11.30% No change 93,250 $18.4M
111 Capital 4.48% Add +3457.2% 93,536 $18.2M
Community Trust & Investment Co. 0.98% Reduce -18.1% 91,743 $18.1M
Corient Private Wealth LP 0.02% New 92,109 $17.4M
SCS Capital Management LLC 0.18% Add +445.0% 87,349 $17.0M
Vestmark Advisory Solutions, Inc. 0.19% Add +4.6% 84,737 $16.7M
Ossiam 0.29% New 85,120 $16.5M
Strategic Wealth Partners, Ltd. 1.13% Add +0.4% 82,660 $16.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% New 83,239 $16.1M
Tower Research Capital LLC (TRC) 0.41% Add +191.3% 80,835 $15.9M
Orion Porfolio Solutions, LLC 0.13% No change 80,263 $15.8M
Longaeva Partners L.P. 0.76% New 80,130 $15.8M
Cullen/Frost Bankers, Inc. 0.18% Add +0.3% 79,710 $15.7M
FourThought Financial Partners, LLC 1.35% Add +5.3% 79,487 $15.7M
Captrust Financial Advisors 0.03% Add +11.0% 78,954 $15.6M
Chesley Taft & Associates LLC 0.65% Add +3.2% 78,802 $15.5M
Bailard, Inc. 0.36% Reduce -1.3% 78,509 $15.5M
Mercer Global Advisors Inc. 0.02% Add +18.2% 76,396 $15.1M
Hilton Capital Management, LLC 1.10% Add +1.8% 73,991 $14.6M
Glenmede Trust Co. NA 0.07% Add +1.9% 73,591 $14.5M
Park National Corp. 0.44% Add +5.2% 73,331 $14.5M
Peapack Gladstone Financial Corp. 0.18% Add +1.3% 72,260 $14.3M
HUB Investment Partners, LLC 0.35% Add +12.0% 72,008 $14.2M
Oak Family Advisors, LLC 4.28% Reduce -2.2% 70,484 $13.9M
&partners 0.07% Add +4.2% 70,365 $13.9M
Teachers Retirement System of the State of Kentucky 0.11% Add +15.9% 70,159 $13.8M
CIBC Asset Management Inc 0.03% Reduce -45.0% 69,747 $13.8M
Vanguard Personalized Indexing Management, LLC 0.13% Reduce -2.1% 69,697 $13.7M
Smith Salley Wealth Management 0.68% Add +1.6% 68,919 $13.6M
Osaic Holdings, Inc. 0.02% Reduce -24.1% 69,417 $13.6M
Focus Partners Wealth 0.02% Add +7.8% 68,950 $13.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -67.7% 68,041 $13.4M
Callan Family Office, LLC 0.30% Add +2.9% 66,457 $13.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +4.1% 66,149 $12.9M
Marathon Capital Management 2.90% Reduce -17.4% 65,175 $12.9M
Allianz SE 0.14% Add +1389.9% 66,248 $12.8M
Atria Investments, Inc 0.14% Add +3.3% 64,858 $12.8M
Bleakley Financial Group, LLC 0.20% Add +47.0% 64,226 $12.7M
Baron Capital (BAMCO) 0.04% Reduce -5.5% 63,835 $12.6M
Oppenheimer Asset Management Inc. 0.14% New 63,332 $12.5M
Zevin Asset Management LLC 1.73% New 63,310 $12.5M
Sphera Funds Management LTD. 2.12% Reduce -7.4% 62,530 $12.3M
Wesbanco Bank Inc. 0.33% Reduce -4.1% 60,188 $11.9M
Azimuth Capital Investment Management LLC 0.43% Add +0.5% 58,545 $11.5M
Parkwood LLC 1.02% New 58,982 $11.5M
Dodge & Cox 0.01% Reduce -5.0% 57,474 $11.3M
Value Partners Investments Inc. 0.86% New 58,415 $11.3M
Lord, Abbett & Co. LLC 0.04% New 57,671 $11.2M
Altrius Capital Management Inc 2.18% Reduce -3.5% 55,528 $11.0M
Prospera Financial Services Inc 0.18% Reduce -0.1% 55,430 $10.9M
Anchor Capital Advisors LLC 0.31% Reduce -1.6% 54,763 $10.8M
Howe & Rusling Inc. 0.68% New 53,182 $10.5M
Advisors Asset Management, Inc. 0.17% Add +33.1% 53,077 $10.5M
Ensign Peak Advisors, Inc 0.02% New 53,761 $10.4M
Private Advisor Group, LLC 0.05% Add +1.5% 52,611 $10.4M
Park Avenue Securities LLC 0.08% Reduce -1.1% 52,783 $10.2M
Laird Norton Wetherby Trust Company, LLC 0.22% Reduce -0.5% 50,631 $10.0M
Quadrant Capital Group LLC 0.30% Add +2.1% 50,521 $10.0M
Penobscot Investment Management Company, Inc. 0.77% Add +19.9% 50,083 $9.9M
S&co Inc. 0.61% New 50,765 $9.8M
Oak Ridge Investments LLC 0.65% Add +1.3% 49,482 $9.8M
Platinum Investment Management Ltd. 2.35% New 48,088 $9.3M
Pinnacle Financial Partners, Inc. 0.07% Add +10.4% 46,263 $9.1M
Catalyst Funds Management Pty Ltd 1.54% Add +741.2% 58,884 $9.1M
Cibc World Market Inc. 0.02% Add +31.4% 46,683 $9.1M
Elevation Point Wealth Partners, LLC 0.21% Add +524.9% 45,217 $8.9M
GQG Partners LLC 0.01% Reduce -11.1% 45,524 $8.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.5% 44,163 $8.7M
Covenant Asset Management, LLC 1.77% Add +2021.7% 43,855 $8.6M
Kestra Advisory Services, LLC 0.03% Reduce -12.9% 43,828 $8.6M
Federated Hermes, Inc. 0.01% Reduce -8.5% 43,585 $8.6M
Metis Global Partners, LLC 0.21% New 43,779 $8.5M
Bessemer Group Inc. 0.01% Reduce -16.7% 42,779 $8.4M
Rwa Wealth Partners, LLC 0.09% Add +0.8% 42,246 $8.3M
Lido Advisors, LLC 0.03% Reduce -36.1% 42,073 $8.3M
Schonfeld Strategic Advisors LLC 0.07% Add +2.5% 42,071 $8.3M
Goelzer Investment Management, Inc. 0.40% Add +1.0% 41,673 $8.2M
Ritholtz Wealth Management 0.14% Reduce -5.6% 41,656 $8.2M
Sava Infond d.o.o. 1.16% New 41,890 $8.1M
Boston Common Asset Management, LLC 0.52% Reduce -1.8% 40,960 $8.1M
Oxbow Advisors, LLC 0.69% Add +3.6% 40,552 $8.0M
WealthPlan Investment Management, LLC 0.44% Reduce -6.1% 40,405 $8.0M
Keybank National Association 0.03% Add +48.7% 40,168 $7.9M
NewEdge Advisors, LLC 0.03% Reduce -13.5% 38,841 $7.7M
Henry James International Management Inc. 2.74% No change 38,492 $7.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -56.9% 38,513 $7.5M
Eagle Global Advisors LLC 0.27% Add +40.9% 37,481 $7.4M
Triglav Investments, D.O.O. 0.51% Reduce -26.9% 36,618 $7.2M
Ieq Capital, LLC 0.03% Add +2.2% 35,970 $7.1M
Orca Wealth Management, LLC 4.86% New 34,643 $6.8M
Americana Partners, LLC 0.18% New 34,660 $6.8M
Calamos Advisors LLC 0.03% Add +424.4% 33,768 $6.7M
True Freedom Investing, LLC 0.50% Add +5.1% 33,343 $6.6M
Evergreen Capital Management LLC 0.14% Add +1.8% 33,103 $6.5M
Rossmore Private Capital 0.58% Add +1.5% 33,683 $6.5M
Wilmington Savings Fund Society, FSB 0.15% Reduce -1.6% 32,708 $6.5M
Azzad Asset Management Inc. 0.65% Add +0.7% 32,691 $6.4M
RNC Capital Management LLC 0.28% Reduce -1.6% 32,475 $6.4M
Pittenger & Anderson Inc. 0.25% No change 32,472 $6.4M
Hendley & Co. Inc. 2.36% No change 32,377 $6.4M
Te Ahumairangi Investment Management Ltd 1.05% New 32,489 $6.3M
DAVENPORT & Co LLC 0.03% Add +27.6% 31,297 $6.2M
Naviter Wealth, LLC 0.77% Add +4.1% 31,249 $6.2M
Plato Investment Management Ltd 0.41% New 31,725 $6.2M
Valicenti Advisory Services Inc. 1.34% Add +0.9% 31,185 $6.2M
Cinctive Capital Management LP 0.40% Add +1418.6% 30,971 $6.1M
Vanguard Portfolio Management LLC 0.00% — 31,205 $6.1M
Steward Partners Investment Advisory, LLC 0.03% Add +11.4% 30,674 $6.0M
Principal Securities, Inc. 0.09% Add +2.5% 30,501 $6.0M
Patten Group, Inc. 1.02% Reduce -8.0% 30,089 $5.9M
GLOBALT Investments LLC / GA 0.21% Reduce -4.5% 29,788 $5.9M
Ingalls & Snyder LLC 0.21% Add +2.9% 29,610 $5.8M
Arrow Capital Pty Ltd 5.82% New 30,000 $5.8M
Kennedy Capital Management LLC 0.12% Add +8.9% 28,837 $5.7M
Brandywine Oak Private Wealth LLC 0.48% Reduce -5.8% 28,812 $5.7M
Westerkirk Capital Inc. 0.61% Add +951.4% 28,729 $5.7M
Benjamin Edwards Inc. 0.06% Reduce -1.5% 29,240 $5.7M
NewEdge Wealth, LLC 0.07% Add +2.3% 28,697 $5.7M
Vident Advisory, LLC 0.05% Add +13.1% 28,032 $5.5M
Bryn Mawr Trust Advisors, LLC 0.27% Add +0.2% 27,758 $5.5M
Ramirez Asset Management, Inc. 0.65% Add +11.7% 27,509 $5.4M
AIMZ Investment Advisors, LLC 1.66% Reduce -2.1% 27,296 $5.4M
Calamos Wealth Management LLC 0.19% Add +72.6% 27,227 $5.4M
OpenArc Corporate Advisory, LLC 0.08% Add +89.5% 26,651 $5.3M
Fiduciary Group, LLC 0.45% Add +1.8% 26,565 $5.2M
Hantz Financial Services, Inc. 0.08% Reduce -57.3% 26,234 $5.2M
Brookmont Capital Management 2.87% Add +3.4% 26,027 $5.1M
Polen Capital Management LLC 0.04% New 26,046 $5.1M
Simplify Asset Management Inc. 0.08% Reduce -27.3% 25,818 $5.1M
WCG Wealth Advisors LLC 0.14% Add +43.6% 25,758 $5.1M
China Universal Asset Management Co., Ltd. 0.38% Reduce -62.3% 25,600 $5.0M
Atlantic Union Bankshares Corp 0.10% Reduce -48.5% 25,273 $5.0M
Robbins Farley 2.19% Add +0.7% 25,137 $5.0M
Naples Global Advisors, LLC 0.36% Reduce -2.1% 25,082 $4.9M
D. E. Shaw & Co. 0.00% Add +20.7% 25,005 $4.9M
Brooklyn Investment Group 0.15% Reduce -58.1% 24,472 $4.8M
Samjo Management, LLC 2.07% Reduce -3.2% 24,665 $4.8M
Seascape Capital Management 1.37% Reduce -0.3% 24,083 $4.8M
James Investment Research, Inc. 0.53% Add +2.0% 24,071 $4.7M
HM Payson & Co. 0.07% Reduce -6.9% 23,991 $4.7M
AMG National Trust Bank 0.10% Add +2.4% 23,921 $4.7M
Aviso Financial Inc. 0.17% Add +2.5% 23,786 $4.7M
L & S Advisors Inc 0.59% Reduce -44.2% 23,613 $4.7M
Concurrent Investment Advisors, LLC 0.05% Reduce -7.0% 23,353 $4.6M
Clayton Partners LLC 3.32% Add +0.3% 23,144 $4.6M
Mgo One Seven LLC 0.09% Reduce -10.2% 22,925 $4.5M
Sound View Wealth Advisors Group, LLC 0.31% Reduce -2.9% 22,870 $4.5M
Moody LYNN Lieberson & Walker, LLC 0.25% Reduce -5.0% 22,732 $4.5M
Dynasty Wealth Management, LLC 0.04% Add +90.8% 22,694 $4.5M
Beacon Pointe Advisors, LLC 0.02% Add +50.8% 22,659 $4.5M
D.A. Davidson & Co. 0.03% Add +84.4% 22,421 $4.4M
Massachusetts Financial Services Co. 0.00% New 22,244 $4.4M
Choreo, LLC 0.05% Reduce -11.8% 22,249 $4.4M
Evelyn Partners Investment Management (Europe) Ltd 1.47% New 21,991 $4.3M
Cox Capital Mgt LLC 2.83% Reduce -26.4% 21,586 $4.3M
Arkadios Wealth Advisors 0.07% Add +0.9% 21,533 $4.2M
Madison Asset Management, LLC 0.05% Add +5.6% 21,436 $4.2M
GeoWealth Management, LLC 0.15% Add +17.7% 21,061 $4.2M
GC Wealth Management RIA, LLC 0.17% Add +16.0% 20,528 $4.0M
LMR Partners LLP 0.05% Reduce -97.1% 20,425 $4.0M
Sequoia Financial Advisors, LLC 0.02% Add +2.2% 20,285 $4.0M
Ballentine Partners, LLC 0.06% Add +10.6% 20,254 $4.0M
Exencial Wealth Advisors, LLC 0.12% Add +9.5% 20,162 $4.0M
Sivik Global Healthcare LLC 3.00% No change 20,000 $3.9M
Evelyn Partners Asset Management Ltd 0.97% Add +77.2% 20,317 $3.9M
Summit Trail Advisors, LLC 0.06% Add +314.2% 20,119 $3.9M
Bank Pictet & Cie (Europe) AG 0.08% New 20,056 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -87.9% 19,596 $3.9M
Channel Wealth LLC 0.93% Reduce -18.7% 19,485 $3.8M
Empowered Funds, LLC 0.02% New 19,430 $3.8M
Lighthouse Investment Partners, LLC 0.14% New 19,335 $3.8M
Foundation Wealth Management, LLC\PA 1.33% Reduce -0.5% 19,111 $3.8M
Gabelli Funds LLC 0.03% Reduce -39.4% 19,100 $3.8M
HRT Financial LP 0.01% New 19,084 $3.8M
Parr McKnight Wealth Management Group, LLC 0.49% Add +13.9% 19,005 $3.7M
Pinnacle Associates Ltd. 0.05% Add +12.3% 18,836 $3.7M
Summit Financial, LLC 0.05% Add +257.5% 18,729 $3.7M
Compound Planning, Inc. 0.11% Reduce -12.8% 18,570 $3.7M
Snowden Capital Advisors LLC 0.10% Reduce -2.5% 18,787 $3.6M
Marks Group Wealth Management, Inc 0.35% Reduce -2.4% 18,442 $3.6M
Gray Foundation 0.91% No change 18,268 $3.6M
Third View Private Wealth, LLC 0.49% Add +12.6% 18,064 $3.6M
Dymon Asia Capital (singapore) Pte. LTD. 0.78% Add +68.2% 18,000 $3.5M
Tealwood Asset Management Inc. 1.58% Reduce -1.8% 17,589 $3.5M
Kestra Private Wealth Services, LLC 0.04% Add +22.1% 17,524 $3.5M
Searle & Co. 0.87% No change 17,675 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -38.5% 17,331 $3.4M
Westview Management dba Westview Investment Advisors 1.75% Reduce -13.1% 17,007 $3.4M
United Capital Financial Advisors, LLC 0.02% Add +10.2% 16,987 $3.4M
First Foundation Advisors 0.13% Reduce -72.6% 16,959 $3.3M
Financial Gravity Asset Management, Inc. 0.58% Reduce -0.3% 16,601 $3.3M
Iams Wealth Management, LLC 1.14% Add +55.1% 16,578 $3.3M
Oarsman Capital, Inc. 0.41% Add +15.6% 16,553 $3.3M
Bank Ozk 1.14% Add +35.3% 16,454 $3.2M
Founders Financial Securities LLC 0.18% Reduce -2.2% 15,783 $3.2M
Altfest L J & Co. Inc. 0.34% Add +120.6% 16,309 $3.2M
Verdence Capital Advisors LLC 0.18% Reduce -14.5% 15,937 $3.1M
Columbus Macro, LLC 0.33% Reduce -0.9% 15,934 $3.1M
Money Concepts Capital Corp. 0.17% Reduce -3.7% 15,801 $3.1M
SWP Investment Management LLC 2.28% Add +2.0% 15,495 $3.1M
Equitable Holdings, Inc. 0.02% Add +29.1% 15,128 $3.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.16% New 15,328 $3.0M
Qtron Investments LLC 0.40% No change 14,990 $3.0M
FNY Investment Advisers, LLC 1.31% Add +100.0% 200 $2.9M
Venturi Wealth Management, LLC 0.13% Add +3.9% 14,750 $2.9M
Jefferies Financial Group Inc. 0.04% Add +270.8% 14,788 $2.9M
EP Wealth Advisors, LLC 0.01% Reduce -0.3% 14,560 $2.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +17.4% 14,416 $2.8M
NTV Asset Management LLC 0.31% Reduce -2.6% 14,339 $2.8M
Level Four Advisory Services, LLC 0.09% New 14,289 $2.8M
Purpose Unlimited Inc. 0.12% Reduce -61.3% 14,239 $2.8M
Blue Trust, Inc. 0.03% Add +56.8% 14,103 $2.8M
Guggenheim Capital LLC 0.02% Reduce -85.6% 14,101 $2.8M
Commerce Bank 0.01% Add +4.3% 14,028 $2.8M
World Investment Advisors 0.04% Add +1.7% 13,779 $2.7M
Signet Financial Management, LLC 0.30% Reduce -2.1% 13,656 $2.7M
Valley National Advisers Inc. 0.34% Reduce -0.9% 13,495 $2.7M
Sterling Capital Management LLC 0.05% Add +77.3% 13,377 $2.6M
Great Lakes Retirement, Inc. 0.27% New 13,309 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -4.5% 13,239 $2.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.32% New 13,138 $2.6M
Merit Financial Group, LLC 0.02% Reduce -25.6% 13,097 $2.6M
Fulcrum Wealth Advisors, LLC 2.13% New 13,034 $2.6M
Princeton Capital Management LLC 0.70% Add +13.6% 13,079 $2.6M
MAI Capital Management 0.01% Add +27.4% 12,860 $2.5M
Aurora Investment Counsel 1.40% New 12,834 $2.5M
Citizens National Bank Trust Department 0.42% Reduce -1.8% 12,942 $2.5M
Integrated Wealth Concepts LLC 0.02% Add +57.9% 12,669 $2.5M
Frank, Rimerman Advisors LLC 0.16% Add +0.5% 12,644 $2.5M
Burling Wealth Partners, LLC 0.40% Reduce -2.8% 12,554 $2.5M
AdvisorNet Financial, Inc 0.12% Add +3.4% 11,973 $2.4M
Syon Capital LLC 0.12% Add +0.2% 11,958 $2.4M
Wealthcare Advisory Partners LLC 0.05% Add +1.4% 11,943 $2.4M
Advisory Services Network, LLC 0.03% Add +16.3% 11,933 $2.4M
Nicholas Hoffman & Company, LLC. 0.05% No change 11,880 $2.3M
Perigon Wealth Management, LLC 0.04% Add +2.1% 11,771 $2.3M
Stephens Inc. 0.03% Reduce -3.8% 11,625 $2.3M
OneDigital Investment Advisors LLC 0.02% Reduce -5.1% 11,604 $2.3M
Obermeyer Wealth Partners 0.11% New 11,584 $2.3M
Dorsey & Whitney Trust CO LLC 0.13% Add +3.2% 11,570 $2.3M
Parrish Capital LLC 2.03% Reduce -10.0% 11,555 $2.3M
ARGA Investment Management, LP 0.07% New 11,643 $2.3M
Twin Tree Management, LP 0.47% Add +16.4% 11,420 $2.3M
Oppenheimer & Co. Inc. 0.03% New 11,370 $2.2M
Xxi Wealth, LLC 1.26% Reduce -5.7% 11,247 $2.2M
AlphaCentric Advisors LLC 2.21% Add +5.8% 11,232 $2.2M
Fifth Third Bancorp 0.00% Add +195.8% 11,209 $2.2M
Analyst IMS Investment Management Services Ltd. 0.07% New 150 $2.2M
Diversify Wealth Management, LLC 0.04% Add +468.0% 11,855 $2.2M
Picton Mahoney Asset Management 0.02% Add +695.6% 11,218 $2.2M
First American Bank 0.14% Add +6.0% 11,009 $2.2M
MMBG Investment Advisors Co. 0.20% Reduce -22.6% 10,979 $2.2M
J.W. Cole Advisors, Inc. 0.07% Add +3.9% 10,930 $2.2M
Spartan Wealth Advisory Services LLC 0.19% — 10,918 $2.2M
Harbour Investments, Inc. 0.03% Add +116.7% 10,874 $2.1M
Rhumbline Advisers 0.00% Reduce -17.6% 10,750 $2.1M
Stablepoint Partners, LLC 0.32% Reduce -5.7% 10,742 $2.1M
Personal Cfo Solutions, LLC 0.29% Add +4.4% 10,517 $2.1M
Vista Investment Management 0.69% Reduce -1.5% 10,453 $2.1M
Potomac Fund Management Inc. 0.07% Add +0.3% 10,398 $2.1M
Cary Street Partners Financial LLC 0.05% Add +27.1% 10,396 $2.1M
Brown Advisory Inc. 0.00% Add +3.2% 10,380 $2.0M
Vaughan Nelson Investment Management, L.P. 0.02% Reduce -6.5% 10,355 $2.0M
Smartleaf Asset Management LLC 0.07% Reduce -27.0% 10,439 $2.0M
Sagespring Wealth Partners, LLC 0.04% Reduce -0.4% 10,075 $2.0M
Intrust Bank NA 0.16% Add +18.7% 10,038 $2.0M
Exchange Traded Concepts, LLC 0.01% Add +27.3% 9,819 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.20% Reduce -8.2% 9,781 $1.9M
Athena Wealth Management, LLC 1.56% Add +207.2% 9,691 $1.9M
Checchi Capital Advisers, LLC 0.13% Reduce -2.2% 9,642 $1.9M
Squarepoint Ops LLC 0.00% New 9,582 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Reduce -7.7% 9,510 $1.9M
Laurion Capital Management LP 0.19% No change 9,500 $1.9M
Magnetar Financial LLC 0.02% New 9,449 $1.9M
Cornerstone Planning, LLC 0.42% New 9,421 $1.9M
Savant Capital, LLC 0.01% Add +4.4% 9,325 $1.8M
Engineers Gate Manager LP 0.02% New 9,307 $1.8M
SIH Partners, LLLP 0.06% Add +52.3% 9,249 $1.8M
Coldstream Capital Management Inc. 0.02% Add +7.0% 9,177 $1.8M
Dynamic Advisor Solutions LLC 0.06% Add +0.8% 9,173 $1.8M
Brian Low Financial Group, LLC 1.23% Add +8.5% 9,162 $1.8M
Monte Financial Group, LLC 0.64% Reduce -11.4% 9,071 $1.8M
Lester Murray Antman dba SimplyRich 0.46% Add +0.2% 9,047 $1.8M
Castle Hook Partners LP 0.04% Add +117.8% 8,967 $1.8M
Victory Capital Management Inc. 0.00% Reduce -93.2% 11,255 $1.8M
TD Private Client Wealth LLC 0.04% Reduce -8.1% 9,006 $1.7M
CENTRAL TRUST Co 0.03% Add +20.0% 8,830 $1.7M
Figure 8 Investment Strategies LLC 1.70% Add +10.1% 8,822 $1.7M
Cwm, LLC 0.00% Reduce -7.3% 8,792 $1.7M
Wealth Alliance, LLC 0.17% Reduce -7.5% 8,755 $1.7M
Parallel Advisors, LLC 0.03% Add +13.8% 8,718 $1.7M
Cookson Peirce & Co. Inc. 0.07% Add +10.6% 8,635 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Add +1.0% 8,532 $1.7M
Valeo Financial Advisors, LLC 0.04% Reduce -12.1% 8,501 $1.7M
Allworth Financial LP 0.01% Add +6.1% 8,461 $1.7M
Sigma Planning Corp 0.05% Add +60.3% 8,434 $1.7M
Diversified Trust Co. 0.03% Add +160.7% 8,324 $1.6M
Gibbs Wealth Management 0.22% Add +42.4% 8,293 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +38.3% 8,269 $1.6M
Ascent Group, LLC 0.06% Add +4.7% 8,256 $1.6M
Campbell & CO Investment Adviser LLC 0.09% New 8,338 $1.6M
PCM Encore, LLC 0.33% Add +5.4% 8,107 $1.6M
Sowell Financial Services LLC 0.06% Reduce -5.2% 8,093 $1.6M
SG Americas Securities, LLC 0.00% Reduce -93.7% 8,013 $1.6M
Comprehensive Financial Consultants Institutional, Inc. 0.46% Reduce -1.1% 7,833 $1.5M
Simplex Trading, LLC 0.05% New 7,753 $1.5M
GAMMA Investing LLC 0.07% Add +15.0% 7,638 $1.5M
First Affirmative Financial Network 0.57% — 7,477 $1.5M
Hancock Whitney Corp. 0.03% Reduce -3.3% 7,870 $1.5M
Transcend Capital Advisors, LLC 0.12% Reduce -1.6% 7,476 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.60% Add +2.4% 7,467 $1.5M
Gateway Wealth Partners, LLC 0.06% New 7,433 $1.5M
Meridian Wealth Management, LLC 0.05% Add +0.1% 7,403 $1.4M
Denali Advisors LLC 0.16% Add +4.6% 7,319 $1.4M
Maseco LLP 0.05% New 7,410 $1.4M
Fulton Bank, N.A. 0.05% Reduce -5.4% 7,295 $1.4M
Indivisible Partners 0.13% Add +11.2% 7,253 $1.4M
GKV Capital Management Co., Inc. 0.54% Add +63.2% 7,342 $1.4M
Garton & Associates Financial Advisors LLC 1.16% Add +2.8% 7,212 $1.4M
Cresset Asset Management, LLC 0.01% Add +15.0% 7,204 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.57% No change 7,142 $1.4M
SkyView Investment Advisors, LLC 0.19% Add +0.7% 7,141 $1.4M
West Family Investments, Inc. 0.49% Reduce -26.4% 7,120 $1.4M
Klein Pavlis & Peasley Financial, Inc. 0.78% Add +1.8% 7,116 $1.4M
Prelude Capital Management, LLC 0.11% New 7,160 $1.4M
Mattson Financial Services, LLC 0.33% Add +21.1% 7,028 $1.4M
Rehmann Capital Advisory Group 0.07% Add +0.6% 7,001 $1.4M
PDS Planning, Inc 0.09% Add +17.6% 6,970 $1.4M
Wedbush Securities Inc. 0.04% Reduce -1.2% 6,964 $1.4M
SeaCrest Wealth Management, LLC 0.15% Reduce -1.1% 6,960 $1.4M
Ascentis Independent Advisors 0.10% Add +61.5% 6,938 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.06% Reduce -43.9% 7,025 $1.4M
Carnegie Investment Counsel 0.03% Add +6.7% 6,895 $1.4M
Moors & Cabot, Inc. 0.06% Add +0.7% 6,886 $1.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.46% No change 6,851 $1.4M
Optas, LLC 0.20% Reduce -1.3% 6,839 $1.3M
Fideuram Asset Management (Ireland) dac 0.17% New 9,708 $1.3M
Numerai GP LLC 0.14% New 6,829 $1.3M
AE Wealth Management LLC 0.01% Reduce -16.2% 6,789 $1.3M
Brevan Howard Capital Management LP 0.01% New 6,750 $1.3M
Lebenthal Global Advisors, LLC 0.19% Add +1.6% 6,745 $1.3M
Rexford Capital Inc. 0.95% No change 6,728 $1.3M
Hohimer Wealth Management, LLC 0.16% Reduce -36.5% 6,719 $1.3M
Quadrature Capital Ltd 0.02% Add +90.2% 6,705 $1.3M
Fiduciary Trust Co 0.02% Add +2.8% 6,797 $1.3M
Abel Hall, LLC 0.28% Add +107.9% 6,671 $1.3M
Leavell Investment Management, Inc. 0.05% Add +0.3% 6,667 $1.3M
Basecamp Wealth Advisors LLC 0.27% No change 6,666 $1.3M
Aaron Wealth Advisors LLC 0.08% Reduce -52.5% 6,644 $1.3M
Malaga Cove Capital, LLC 0.47% Reduce -5.2% 6,628 $1.3M
Caldwell Trust Co 0.12% Add +20.1% 6,618 $1.3M
Arax Advisory Partners 0.04% Reduce -11.4% 6,722 $1.3M
VELA Investment Management, LLC 0.34% Reduce -5.7% 6,592 $1.3M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.43% Add +262.3% 6,651 $1.3M
44 Wealth Management LLC 0.45% Reduce -1.0% 6,536 $1.3M
Abacus Wealth Partners, LLC 0.12% Add +3.0% 6,508 $1.3M
GTS Securities LLC 0.05% Add +396.4% 6,500 $1.3M
London Co. of Virginia 0.01% New 6,470 $1.3M
Cozad Asset Management Inc. 0.10% Add +1.3% 6,560 $1.3M
Avestar Capital, LLC 0.09% Reduce -7.5% 6,487 $1.3M
LVW Advisors, LLC 0.12% Add +4.4% 6,340 $1.3M
Retirement Guys Formula LLC 0.57% New 6,285 $1.2M
HSBC Holdings PLC 0.00% Reduce -76.4% 6,297 $1.2M
Venture Visionary Partners LLC 0.04% Reduce -2.1% 6,107 $1.2M
IFP Advisors, Inc 0.02% New 6,074 $1.2M
Sanders Morris Harris LLC 0.19% New 6,158 $1.2M
Wedmont Private Capital 0.04% Reduce -1.9% 5,838 $1.2M
Hanson & Doremus Investment Management 0.14% Reduce -3.1% 6,009 $1.2M
Cherokee Insurance Co 0.45% No change 6,000 $1.2M
Empire Financial Management Company, LLC 0.27% No change 6,000 $1.2M
Flaharty Asset Management, LLC 0.15% No change 5,991 $1.2M
Connable Office Inc. 0.12% Add +3.2% 5,944 $1.2M
DE Burlo Group Inc. 0.26% Add +1.9% 5,924 $1.2M
Advocate Group LLC 0.18% Reduce -3.2% 5,917 $1.2M
Henshaw Capital LLC 0.04% Add +25.4% 5,880 $1.2M
Bearing Point Capital, LLC 0.18% Add +0.5% 5,862 $1.2M
Empower Advisory Group, LLC 0.00% Add +167.0% 5,928 $1.1M
Stockman Wealth Management, Inc. 0.13% Add +2.7% 5,790 $1.1M
Banco Santander, S.A. 0.01% New 5,688 $1.1M
Ellevest, Inc. 0.16% Add +29.5% 5,758 $1.1M
Hartford Funds Management Co LLC 0.10% Reduce -2.9% 5,837 $1.1M
Mutual Advisors, LLC 0.02% Reduce -7.5% 5,724 $1.1M
Insigneo Advisory Services, LLC 0.08% Add +26.2% 5,754 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -7.5% 5,687 $1.1M
Kathmere Capital Management, LLC 0.07% Add +0.8% 5,687 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +14.8% 5,607 $1.1M
Portside Wealth Group, LLC 0.15% Reduce -3.5% 5,596 $1.1M
LMCG Investments, LLC 0.07% Reduce -13.0% 5,542 $1.1M
EPG Wealth Management LLC 0.29% Add +0.9% 5,514 $1.1M
Teucrium Investment Advisors, LLC 0.83% New 5,441 $1.1M
Sage Rhino Capital LLC 0.20% Add +1.5% 5,416 $1.1M
Sittner & Nelson, LLC 0.39% New 5,362 $1.1M
Sunbelt Securities, Inc. 0.07% Reduce -2.5% 5,357 $1.1M
RB Capital Management, LLC 0.23% Add +0.7% 5,380 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -5.8% 5,326 $1.1M
Kingswood Wealth Advisors, LLC 0.05% Add +16.8% 5,272 $1.0M
Frec Markets, Inc. 0.18% Add +29.7% 5,261 $1.0M
Horizon Kinetics Asset Management LLC 0.01% Reduce -4.4% 5,256 $1.0M
Banque de Luxembourg S.A. 0.54% New 5,328 $1.0M
Courier Capital LLC 0.06% Add +0.3% 5,204 $1.0M
J.Safra Asset Management Corp 0.06% Reduce -0.1% 5,198 $1.0M
Old National Bancorp 0.02% Reduce -15.2% 5,196 $1.0M
Chilton Investment Co. Inc. 0.02% New 5,284 $1.0M
Advisory Resource Group 0.18% New 5,181 $1.0M
Phillips Wealth Planners LLC 0.77% Add +3.6% 5,611 $1.0M
Essex Financial Services, Inc. 0.06% Add +2.4% 5,122 $1.0M
Dakota Wealth Management 0.02% Reduce -3.3% 5,053 $997K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.74% New 5,127 $995K
Saranac Partners Ltd 0.43% New 5,571 $987K
Procyon Advisors, LLC 0.05% Add +26.1% 4,990 $984K
Icon Wealth Advisors, LLC 0.06% Reduce -25.5% 5,248 $972K
Calydon Capital 0.16% No change 4,923 $971K
Focus Partners Advisor Solutions, LLC 0.01% Add +15.9% 5,109 $970K
Diversified Enterprises, LLC 0.05% Add +8.2% 4,881 $963K
Huntington National Bank 0.01% New 4,790 $945K
Guerra Pan Advisors, LLC 0.58% No change 4,752 $937K
Koshinski Asset Management, Inc. 0.06% Add +42.0% 4,719 $931K
Choate Investment Advisors 0.02% Add +8.0% 4,687 $923K
Baader Bank Aktiengesellschaft 0.09% New 4,699 $920K
Hamel Associates, Inc. 0.26% Add +17.4% 4,611 $909K
Aprio Wealth Management, LLC 0.05% Add +3.1% 4,601 $907K
Accurate Wealth Management, LLC 0.11% Reduce -0.6% 4,410 $900K
Aries Wealth Management 0.20% Reduce -3.2% 4,561 $900K
FDx Advisors, Inc. 0.29% Reduce -5.2% 4,554 $898K
Advocate Investing Services LLC 0.76% No change 4,550 $897K
FWL Investment Management, LLC 0.20% Add +5361.8% 4,506 $889K
Baker Tilly Wealth Management, LLC 0.21% Add +0.3% 4,468 $881K
Westover Capital Advisors, LLC 0.16% Reduce -0.7% 4,461 $880K
Burney Co./ 0.03% Reduce -38.7% 4,458 $879K
Bridgewater Advisors Inc. 0.05% Reduce -15.9% 4,615 $866K
Clearstead Advisors, LLC 0.01% Reduce -13.0% 4,383 $860K
Berman McAleer LLC 0.12% Reduce -0.1% 4,331 $854K
Johnson Investment Counsel Inc. 0.01% Reduce -7.0% 4,322 $852K
Advyzon Investment Management, LLC 0.08% Add +1.7% 4,315 $850K
Nwam LLC 0.05% Reduce -1.4% 4,273 $843K
FSM Wealth Advisors, LLC 0.11% Add +3.3% 4,229 $834K
Thoroughbred Financial Services, LLC 0.05% Reduce -0.1% 4,232 $834K
MOR Wealth Management, LLC 0.38% Add +46.7% 4,202 $829K
Oakworth Capital, Inc. 0.04% No change 4,201 $829K
Columbia Asset Management 0.16% No change 4,189 $826K
Advisors Capital Management, LLC 0.01% Add +3.3% 4,173 $823K
VectorGlobal IAG, Inc. 0.21% — 4,245 $822K
Key Financial Inc 0.15% Add +28.9% 4,224 $818K
Strategic Global Advisors, LLC 0.13% Reduce -18.8% 4,104 $809K
Argonautica Private Wealth Management, Inc. 0.24% Add +11.0% 4,087 $806K
Farringdon Capital, Ltd. 0.18% Reduce -58.1% 4,084 $805K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -16.9% 4,130 $801K
Beacon Investment Advisory Services, Inc. 0.03% No change 4,043 $797K
Gallacher Capital Management LLC 0.31% No change 4,043 $797K
Seeds Investor LLC 0.11% New 3,879 $793K
Five Oceans Advisors 0.29% Add +0.1% 4,003 $789K
Ar Asset Management Inc. 0.15% No change 4,000 $789K
Kendall Capital Management 0.16% Reduce -1.0% 3,976 $784K
Ninety One SA (Pty) Ltd 0.03% New 4,040 $783K
Driehaus Capital Management LLC 0.01% Reduce -18.8% 3,967 $782K
Bingham Private Wealth, LLC 0.62% Add +8.9% 3,966 $782K
Glenview Trust Co 0.01% Reduce -0.3% 3,950 $779K
Bank of Stockton 0.24% Reduce -13.1% 3,940 $777K
Skba Capital Management LLC 0.11% No change 3,930 $775K
Brighton Jones LLC 0.02% New 3,911 $771K
Brown Financial Advisors 0.29% Add +35.4% 3,868 $763K
Boothbay Fund Management, LLC 0.02% New 3,867 $763K
Wealthspire Advisors, LLC 0.01% Reduce -28.8% 3,865 $762K
Haverford Trust Co 0.01% No change 3,914 $758K
Summit Global Investments 0.04% New 3,826 $755K
SFE Investment Counsel 0.12% Add +25.8% 3,826 $755K
XTX Topco Ltd 0.01% Add +31.5% 3,766 $743K
Fca Corp. 0.21% No change 3,750 $740K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -21.6% 3,739 $737K
HBK Sorce Advisory LLC 0.01% New 4,017 $735K
MassMutual Private Wealth & Trust, FSB 0.02% New 3,724 $734K
Roehl & Yi Investment Advisors, LLC 0.27% New 3,735 $729K
Norden Group LLC 0.07% Add +1.7% 3,691 $728K
Evoke Wealth, LLC 0.01% Add +10.1% 3,687 $727K
EverSource Wealth Advisors, LLC 0.02% Reduce -7.5% 3,678 $725K
Simplicity Wealth,LLC 0.04% Add +18.0% 3,674 $725K
First City Capital Management, Inc. 0.38% Reduce -6.4% 3,644 $719K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 3,643 $718K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -0.9% 3,626 $715K
Bradley Foster & Sargent Inc. 0.01% New 3,620 $714K
Profund Advisors LLC 0.03% Reduce -86.7% 3,600 $710K
Stock Yards Bank & Trust Co. 0.02% Add +1.0% 3,594 $709K
AlphaCore Capital LLC 0.02% Reduce -49.9% 3,573 $705K
Resonant Capital Advisors, LLC 0.04% Add +56.0% 3,572 $704K
Sapient Capital LLC 0.01% Add +91.0% 3,630 $703K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -11.1% 3,551 $700K
Journey Strategic Wealth LLC 0.02% Reduce -4.4% 3,531 $696K
Cohen Investment Advisors LLC 0.33% Reduce -0.8% 3,557 $689K
First Manhattan Co. Llc. 0.00% No change 3,554 $688K
VestGen Advisors, LLC 0.02% Reduce -53.0% 3,690 $681K
Quantitative Investment Management, LLC 0.07% New 3,435 $677K
NWF Advisory Services Inc. 0.08% Reduce -0.7% 3,485 $675K
McLean Asset Management Corp 0.12% Add +5.3% 3,418 $674K
Traveka Wealth, LLC 0.26% Reduce -0.9% 3,417 $674K
Pekin Hardy Strauss, Inc. 0.07% Reduce -4.9% 3,462 $671K
Krilogy Financial LLC 0.02% Reduce -3.1% 3,341 $670K
Independent Advisor Alliance 0.01% Add +80.6% 3,367 $664K
One Wealth Advisors, LLC 0.08% Add +139.4% 3,356 $662K
NorthRock Partners, LLC 0.01% New 3,339 $659K
Avantra Family Wealth, Inc. 0.49% No change 3,310 $653K
Foster Victor Wealth Advisors, LLC 0.04% Add +8.3% 3,191 $650K
New England Research & Management, Inc. 0.27% Reduce -1.5% 3,298 $650K
EJMK Ventures LLC 0.36% Reduce -28.7% 3,297 $650K
Vertrix Wealth Management, LLC 0.24% — 3,297 $650K
Sagewood Asset Management LP 0.20% New 3,280 $647K
S Harris Financial Group, LLC 0.59% Reduce -10.8% 3,280 $647K
AA Financial Advisors, LLC 0.09% Add +7.9% 3,268 $645K
Moneco Advisors, LLC 0.05% Add +4.8% 3,235 $638K
RFG Advisory, LLC 0.01% Reduce -56.1% 3,224 $636K
Hamilton Wealth, LLC 0.12% Reduce -0.9% 3,209 $633K
Two Sigma Securities, LLC 0.07% New 3,201 $631K
Transamerica Financial Advisors, LLC 0.05% Add +27.5% 3,175 $626K
SBI Securities Co., Ltd. 0.02% Add +5.2% 3,163 $624K
Grandfield & Dodd, LLC 0.04% Reduce -2.1% 3,144 $620K
Quantum Portfolio Management LLC 0.27% Reduce -0.3% 3,134 $618K
Intesa Sanpaolo Wealth Management 0.15% New 3,164 $615K
Williams Jones Wealth Management, LLC. 0.01% Add +4.3% 3,118 $615K
Pacific Excel Wealth Advisors, Inc. 0.64% Add +75.9% 3,104 $612K
Cromwell Holdings LLC 0.34% No change 3,059 $603K
Centaurus Financial, Inc. 0.03% Reduce -7.8% 3,052 $602K
Heritage Family Offices, LLP 0.26% Reduce -24.1% 3,024 $596K
Great Valley Advisor Group, Inc. 0.01% Add +5.3% 3,018 $595K
Anchyra Partners LLC 0.18% Add +6.0% 3,001 $592K
Howland Capital Management LLC 0.02% New 3,000 $592K
Flagship Harbor Advisors, LLC 0.03% Reduce -14.0% 2,999 $591K
1248 Management, LLC 0.27% Add +4778.7% 2,976 $587K
Everpar Advisors LLC 0.20% Reduce -1.9% 2,964 $585K
Main Street Financial Solutions, LLC 0.04% Add +54.5% 2,962 $584K
Jacobi Capital Management LLC 0.03% Reduce -19.8% 2,954 $583K
Clean Yield Group 0.16% No change 2,950 $582K
Mission Wealth Management, LP 0.01% Reduce -25.4% 2,922 $576K
Breakwater Capital Group 0.08% Reduce -0.3% 2,897 $571K
Xponance LLC 0.00% Add +21.8% 2,897 $571K
Sentinel Trust Co. Lba 0.06% No change 2,854 $563K
Providence First Trust Co 0.20% Add +54.2% 2,846 $561K
71 West Capital Partners 0.02% Add +149.8% 2,883 $558K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +6.1% 2,831 $558K
Keel Point, LLC 0.04% Reduce -45.9% 2,828 $558K
SVB Wealth LLC 0.04% Reduce -9.7% 2,819 $556K
True North Advisors, LLC 0.06% Reduce -0.9% 2,815 $555K
Spinnaker Investment Group, LLC 0.11% Reduce -0.3% 2,793 $551K
Csenge Advisory Group 0.03% Reduce -6.0% 2,790 $549K
Alhambra Investment Management LLC 0.25% Reduce -0.9% 2,784 $549K
LaSalle St. Investment Advisors, LLC 0.08% Add +4.5% 2,780 $548K
BKM Wealth Management, LLC 0.20% Add +4.2% 2,764 $545K
Riversedge Advisors, LLC 0.09% Add +1.5% 2,763 $545K
Monetary Management Group Inc. 0.13% Reduce -12.0% 2,750 $542K
Gratus Wealth Advisors, LLC 0.08% Add +1.3% 2,738 $540K
New Republic Capital, LLC 0.18% Reduce -38.2% 2,723 $537K
R Squared Ltd 0.29% Reduce -9.7% 2,723 $537K
Canopy Partners, LLC 0.18% Add +0.8% 2,721 $537K
Pointe Capital Management LLC 0.27% Reduce -5.4% 2,764 $535K
Harbour Capital Advisors, LLC 0.10% New 2,724 $534K
Pinnacle Wealth Management Advisory Group, LLC 0.04% New 2,707 $534K
May Hill Capital, LLC 0.13% Reduce -55.0% 2,697 $532K
OneAscent Financial Services LLC 0.03% New 2,690 $531K
Sovran Advisors, LLC 0.04% Add +131.8% 2,827 $530K
Prosperity Consulting Group, LLC 0.02% Add +36.4% 2,674 $527K
Walleye Trading LLC 0.01% Reduce -90.8% 2,657 $524K
Independent Financial Group, LLC 0.01% Add +10.5% 2,668 $518K
Essex Bank 0.11% Add +2.1% 2,616 $516K
Kintra Wealth, LLC 0.04% New 2,610 $515K
Mosaic Financial Group, LLC 0.36% No change 2,601 $513K
XML Financial, LLC 0.04% No change 2,599 $513K
Aptus Capital Advisors, LLC 0.00% Reduce -0.3% 2,590 $511K
Evolve Private Wealth, LLC 0.03% Reduce -20.0% 2,589 $511K
Madson Wealth Advisors Inc 0.42% — 2,585 $510K
Family Capital Management, Inc. 0.23% Add +18.2% 2,571 $507K
Midwest Trust Co 0.01% New 2,551 $503K
PFG Investments, LLC 0.02% Reduce -12.5% 2,550 $503K
Arista Wealth Management, LLC 0.06% No change 2,536 $500K
Bellecapital International Ltd. 0.09% New 2,561 $497K
Aspen Grove Capital, LLC 0.10% Add +18.7% 2,523 $494K
Hardy Reed LLC 0.04% Add +31.6% 2,502 $493K
Pines Wealth Management, LLC 0.16% Reduce -14.3% 2,500 $493K
JFS Wealth Advisors, LLC 0.03% Reduce -1.9% 2,497 $492K
Westwood Holdings Group Inc. 0.00% New 2,538 $492K
denkapparat Operations GmbH 0.20% New 2,528 $491K
Aigen Investment Management, LP 0.13% New 2,485 $490K
Diversify Advisory Services, LLC 0.07% Reduce -75.9% 2,634 $488K
Argent Trust Co 0.02% Add +5.5% 2,476 $488K
Signal Advisors Wealth, LLC 0.03% Reduce -17.4% 2,461 $485K
Nilsine Partners, LLC 0.04% Reduce -16.4% 2,583 $484K
Peregrine Asset Advisers, Inc. 0.13% No change 2,450 $483K
Fosun International Ltd 0.13% New 2,427 $479K
Pine Valley Investments Ltd Liability Co 0.02% New 2,426 $478K
Soltis Investment Advisors LLC 0.03% Add +39.5% 2,421 $478K
Connecticut Wealth Management, LLC 0.02% Reduce -5.0% 2,418 $477K
Meadow Creek Wealth Advisors LLC 0.31% Add +6.2% 2,416 $476K
Joel Isaacson & Co., LLC 0.02% Add +1.9% 2,413 $476K
GM Advisory Group, LLC 0.02% New 2,421 $475K
Atlas Capital Advisors Inc. 0.05% Add +19.2% 2,405 $474K
Visionary Wealth Advisors 0.02% Add +14.6% 2,405 $474K
Voya Financial Advisors, Inc. 0.05% Reduce -15.3% 2,494 $474K
Pure Financial Advisors, LLC 0.01% Reduce -19.1% 2,387 $471K
Savvy Advisors, Inc. 0.01% Add +23.5% 2,373 $468K
Advisors Management Group Inc. 0.09% Add +1.2% 2,377 $468K
Redwood Investment Management, LLC 0.06% No change 2,373 $468K
Certuity, LLC 0.03% Add +22.9% 2,573 $464K
Kondo Wealth Advisors, Inc. 0.17% Add +95.6% 2,352 $464K
Optivise Advisory Services LLC 0.28% Add +0.5% 2,350 $463K
Integrity Alliance, Llc. 0.02% Reduce -32.3% 2,349 $462K
Capital Asset Advisory Services LLC 0.02% Reduce -13.7% 2,303 $462K
Keudell/Morrison Wealth Management 0.09% Reduce -2.1% 2,343 $462K
National Philanthropic Trust 0.00% No change 2,341 $462K
Balefire, LLC 0.09% Add +8.9% 2,334 $460K
Integrated Advisors Network LLC 0.02% Add +11.3% 2,320 $458K
Ashton Thomas Private Wealth, LLC 0.01% Add +3.6% 2,334 $457K
Forvis Mazars Wealth Advisors, LLC 0.01% New 2,306 $455K
Avity Investment Management Inc. 0.03% New 2,300 $454K
Strategic Investment Solutions, Inc. 0.11% Reduce -1.2% 2,288 $451K
King Luther Capital Management Corp. 0.00% Reduce -1.4% 2,280 $450K
Corient IA LP 0.42% No change 2,315 $448K
Zhang Financial LLC 0.02% New 2,270 $448K
Fidelis Capital Partners, LLC 0.03% Reduce -9.2% 2,268 $447K
Braeburn Wealth Management LLC 0.26% Add +4.1% 2,267 $447K
Keenan, LLC 0.38% No change 2,266 $447K
Copley Financial Group, Inc. 0.27% Reduce -9.8% 2,238 $441K
Thrive Capital Management, LLC 0.10% New 2,235 $441K
DeDora Capital, Inc. 0.11% Add +0.2% 2,233 $440K
Opal Wealth Advisors, LLC 0.10% Reduce -1.6% 2,198 $433K
First Citizens Bank & Trust Co. 0.01% Reduce -0.2% 2,193 $433K
Mesirow Financial Investment Management, Inc. 0.01% Add +29.4% 2,183 $431K
Angeles Wealth Management, LLC 0.02% Add +86.1% 2,176 $429K
Widmann Financial Services, Inc. 0.25% No change 2,167 $427K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.5% 2,152 $424K
Patriot Investment Management Group, Inc. 0.03% No change 2,138 $422K
LRI Investments, LLC 0.04% Add +29.1% 2,168 $420K
Kera Capital Partners, Inc. 0.05% Reduce -9.4% 2,121 $418K
Seven Mile Advisory 0.30% Add +0.4% 2,111 $416K
Alta Capital Management LLC/ 0.03% New 2,110 $416K
Affinity Wealth Management LLC 0.06% No change 2,099 $414K
Clearstead Trust, LLC 0.07% Reduce -0.2% 2,089 $412K
Rossby Financial, LCC 0.09% Add +29.1% 2,052 $412K
Cypress Wealth Services, LLC 0.06% Add +0.5% 2,083 $411K
Smithfield Trust Co 0.02% Add +0.2% 2,117 $409K
Modern Wealth Management, LLC 0.01% Reduce -13.7% 2,036 $409K
South Street Advisors LLC 0.06% No change 2,062 $407K
SFG Wealth Management, LLC. 0.17% No change 2,059 $406K
Traub Capital Management LLC 0.40% No change 2,058 $406K
Fairvoy Private Wealth, LLC 0.10% Reduce -5.3% 2,043 $403K
Murphy & Mullick Capital Management Corp 0.30% Reduce -0.7% 2,047 $403K
Center For Asset Management LLC 0.20% Add +17.7% 2,019 $398K
Cornerstone Wealth Management, LLC 0.02% Add +73.0% 2,016 $398K
Souders Financial Advisors 0.05% Reduce -2.7% 2,005 $395K
Wealth Dimensions Group, Ltd. 0.08% Reduce -12.6% 2,002 $395K
Cove Private Wealth, LLC 0.09% No change 2,000 $394K
NINE MASTS CAPITAL Ltd 0.09% New 2,000 $394K
Kiley Juergens Wealth Management, LLC 0.07% New 1,999 $394K
KDT Advisors, LLC 0.63% New 1,995 $393K
a16z Perennial Management, L.P. 0.03% No change 1,993 $393K
Perpetual Ltd 0.01% Reduce -29.1% 1,988 $392K
Barry Investment Advisors, LLC 0.09% No change 1,980 $390K
Axis Wealth Partners, LLC 0.21% Reduce -2.3% 1,970 $389K
August Group Capital Ltd 0.45% Add +7.1% 1,971 $389K
Uhlmann Price Securities, LLC 0.03% Add +42.9% 2,001 $388K
SageView Advisory Group, LLC 0.01% Reduce -84.0% 1,962 $387K
Meyer Handelman Co. 0.01% New 1,962 $386K
Triad Wealth Partners, LLC 0.03% Reduce -8.8% 1,958 $386K
Holistic Financial Partners 0.14% Reduce -6.9% 1,956 $386K
Canal Capital Management, LLC 0.05% No change 1,952 $385K
Net Worth Advisory Group 0.08% Add +3.8% 1,949 $384K
Astoria Portfolio Advisors LLC. 0.08% New 2,050 $384K
Great Diamond Partners, LLC 0.07% Reduce -8.5% 1,949 $384K
Gateway Investment Advisers LLC 0.00% Reduce -18.1% 1,939 $382K
Capital Investment Management, Inc. 0.13% Reduce -4.7% 1,936 $382K
Monument Capital Management 0.10% Add +1.2% 1,928 $380K
Marex Group Ltd 0.00% New 1,924 $379K
First Long Island Investors, LLC 0.03% No change 1,920 $379K
Northstar Financial Companies, Inc. 0.30% Reduce -0.1% 1,919 $378K
Capital Investment Advisory Services, LLC 0.03% Add +3.0% 1,917 $378K
Moneta Group Investment Advisors LLC 0.00% New 1,915 $378K
BridgePort Financial Solutions, LLC 0.11% No change 1,894 $373K
Avidian Wealth Enterprises, LLC 0.01% Add +42.5% 1,890 $373K
Ameriflex Group, Inc. 0.19% Reduce -3.4% 1,884 $371K
Meadowbrook Advisors Group, LLC 0.22% Add +1.8% 1,880 $371K
Magnus Financial Group LLC 0.03% Reduce -2.3% 1,877 $370K
Plan Group Financial, LLC 0.09% Reduce -28.6% 1,871 $369K
Argos Wealth Advisors, LLC 0.11% No change 1,867 $368K
Simon Quick Advisors, LLC 0.02% Reduce -24.1% 1,851 $365K
Colonial River Investments, LLC 0.13% Reduce -30.3% 1,847 $364K
PFG Advisors 0.02% Reduce -13.1% 1,840 $363K
Chapin Davis, Inc. 0.08% Reduce -2.9% 1,834 $362K
Graham Capital Management, L.P. 0.02% New 1,832 $361K
Drive Wealth Management, LLC 0.08% Reduce -9.3% 1,828 $361K
Chevy Chase Trust Holdings, LLC 0.00% New 1,822 $359K
Greatmark Investment Partners, Inc. 0.04% No change 1,821 $359K
Legacy Capital Group California, Inc. 0.13% New 1,781 $351K
Wealth Management Associates, Inc. 0.12% Add +8.7% 1,780 $351K
Cordatus Wealth Management LLC 0.08% Add +5.7% 1,779 $351K
Alteri Wealth LLC 0.11% Reduce -4.6% 1,766 $348K
Advus Financial Partners, LLC 0.09% New 1,762 $348K
Arwa LLC 0.17% Reduce -24.3% 1,691 $347K
Impact Capital Partners LLC 0.10% Reduce -0.3% 1,756 $346K
Elequin Capital, LP 0.11% New 1,753 $346K
OneAscent Family Office, LLC 0.24% No change 1,745 $344K
Strategic Advisors LLC 0.06% No change 1,739 $343K
Legal Advantage Investments, Inc. 0.18% No change 1,737 $343K
RiverFront Investment Group, LLC 0.01% New 1,726 $340K
Northcape Wealth Management, LLC 0.09% No change 1,725 $340K
Davis R M Inc. 0.01% Reduce -12.2% 1,721 $339K
Advisor OS, LLC 0.02% New 1,718 $339K
Wellspring Financial Advisors, LLC 0.03% Add +24.1% 1,708 $337K
Lanark Financial, Inc. 0.03% Add +21.1% 1,688 $333K
Earned Wealth Advisors, LLC 0.02% Add +12.5% 1,684 $332K
Verity Asset Management, Inc. 0.14% Add +5.7% 1,683 $332K
Odyssey Capital Advisors, Inc. 0.30% Add +4.1% 1,683 $332K
PFG Private Wealth Management, LLC 0.14% Add +3.9% 1,678 $331K
SmartHarvest Portfolios, LLC 0.14% Reduce -21.6% 1,676 $331K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -0.2% 1,705 $330K
Cerro Pacific Wealth Advisors LLC 0.09% Add +1.4% 1,674 $330K
Quotient Wealth Partners, LLC 0.01% Add +11.3% 1,671 $330K
First Horizon Corp. 0.01% Add +36.7% 1,666 $329K
Cannell & Spears LLC 0.01% No change 1,666 $329K
Livet Wealth, LLC 0.21% Reduce -10.2% 1,665 $328K
TIAA Wealth Investment Management LLC 0.00% — 1,657 $327K
Tiller Private Wealth, Inc. 0.12% No change 1,649 $325K
Root Financial Partners, LLC 0.01% Reduce -7.0% 1,649 $325K
Sivia Capital Partners, LLC 0.06% Reduce -58.8% 1,646 $325K
Ewa, LLC 0.07% New 1,643 $324K
Marble Wealth, LLC 0.06% Reduce -1.6% 1,643 $324K
Waystone Advisors LLC 0.29% New 1,640 $323K
Tepp RIA, LLC 0.25% No change 1,640 $323K
West Michigan Advisors, LLC 0.07% Reduce -19.8% 1,638 $323K
PenderFund Capital Management Ltd. 0.15% No change 1,665 $323K
Fox Run Management, L.L.C. 0.06% New 1,663 $322K
Agf Management Ltd. 0.00% No change 1,622 $320K
Old North State Trust, LLC 0.19% Add +22.9% 1,642 $318K
Occidental Asset Management, LLC 0.04% Reduce -3.3% 1,603 $316K
Guardian Wealth Management, Inc. 0.17% Reduce -17.7% 1,602 $316K
Borer Denton & Associates, Inc. 0.11% Add +5.0% 1,627 $315K
Perennial Investment Advisors, LLC 0.03% Add +44.4% 1,594 $314K
Palisade Capital Management, LP 0.01% New 1,577 $311K
KCM Investment Advisors LLC 0.01% No change 1,577 $311K
Klingman & Associates, LLC 0.01% Add +12.8% 1,574 $310K
HighPoint Advisor Group LLC 0.01% Reduce -90.7% 1,573 $310K
Sanchez Levi Garrett 0.19% — 1,556 $307K
KFA Private Wealth Group, LLC 0.07% Add +22.6% 1,552 $306K
Mowery & Schoenfeld Wealth Management, LLC 0.47% No change 1,552 $306K
Finward Bancorp 0.24% No change 1,548 $305K
Modera Wealth Management, LLC 0.00% New 1,540 $304K
Clear Wave Wealth Management LLC 0.08% — 1,536 $303K
Ancora Advisors LLC 0.01% Reduce -5.7% 1,535 $303K
Enterprise Financial Services Corp 0.15% Add +11.1% 1,534 $303K
Oxford Financial Group, LTD. LLC 0.02% New 1,522 $300K
Kovack Advisors, Inc. 0.02% Reduce -25.2% 1,495 $299K
Apella Capital, LLC 0.00% New 1,452 $297K
Summitry LLC 0.01% New 1,507 $297K
Legato Capital Management LLC 0.03% New 1,502 $296K
Childress Capital Advisors, LLC 0.05% Reduce -2.9% 1,497 $295K
CCM Investment Advisers LLC 0.03% No change 1,493 $294K
Collaborative Fund Advisors, LLC 0.18% — 1,492 $294K
E&G Advisors, LLC 0.07% Add +3.5% 1,491 $294K
Harbor Investment Advisory, LLC 0.02% Reduce -15.0% 1,504 $291K
Palladiem, LLC 0.28% Add +0.3% 1,416 $290K
Paladin Wealth, LLC 0.20% Add +21.9% 1,468 $290K
Legacy Wealth Advisors, LLC 0.15% New 1,494 $289K
Hoxton Planning & Management, LLC 0.09% Reduce -3.3% 1,464 $289K
Credit Industriel Et Commercial 0.05% New 1,479 $288K
Mather Group, Llc. 0.00% Reduce -4.9% 1,449 $286K
Garner Asset Management Corp 0.11% Reduce -3.4% 1,445 $285K
Foundations Investment Advisors, LLC 0.00% New 1,442 $284K
VestGen Investment Management 0.16% Add +27.3% 1,432 $282K
Rodgers Brothers Inc. 0.03% No change 1,430 $282K
17 Capital Partners, LLC 0.15% Add +11.9% 1,427 $281K
Encompass More Asset Management 0.05% Reduce -0.9% 1,422 $280K
Ausdal Financial Partners, Inc. 0.01% Reduce -28.9% 1,425 $279K
Facet Wealth, Inc. 0.00% Add +16.7% 1,416 $279K
Manchester Capital Management LLC 0.04% Add +4.2% 1,415 $279K
Sfmg, LLC 0.02% Reduce -5.1% 1,414 $279K
Freestone Capital Holdings, LLC 0.01% Reduce -2.6% 1,405 $277K
Founders Financial Alliance, LLC 0.05% New 1,401 $276K
CWA Asset Management Group, LLC 0.01% Reduce -9.9% 1,401 $276K
Massachusetts Wealth Management 0.12% No change 1,400 $276K
Aspiriant, LLC 0.01% Add +8.8% 1,396 $275K
FAS Wealth Partners, Inc. 0.02% Reduce -5.2% 1,390 $274K
Simmons Bank 0.02% Reduce -18.9% 1,385 $273K
WealthTrust Axiom LLC 0.07% No change 1,383 $273K
Armstrong, Fleming & Moore, Inc 0.12% No change 1,383 $273K
Greenspring Advisors, LLC 0.02% New 1,382 $273K
Tranquility Partners, LLC 0.10% New 1,380 $272K
Advisortrust Partners, LLC 0.11% Reduce -6.8% 1,378 $272K
Stirlingshire Investments, Inc. 0.24% Reduce -10.9% 1,377 $272K
Lyell Wealth Management, LP 0.02% Reduce -0.2% 1,377 $272K
MBL Wealth, LLC 0.02% No change 1,376 $271K
Asset Dedication, LLC 0.02% Reduce -6.9% 1,373 $271K
Northwest Quadrant Wealth Management, LLC 0.06% No change 1,362 $269K
McAdam, LLC 0.01% Reduce -13.7% 1,357 $268K
International Assets Investment Management, LLC 0.02% Reduce -1.0% 1,323 $266K
Townsquare Capital LLC 0.06% Reduce -11.7% 1,344 $265K
One Capital Management, LLC 0.01% New 1,335 $263K
Larson Financial Group LLC 0.01% Reduce -9.8% 1,334 $263K
Tanager Wealth Management LLP 0.03% New 1,344 $260K
Neville Rodie & Shaw Inc. 0.02% New 1,318 $260K
Genesis Private Wealth, LLC 0.08% Reduce -16.3% 1,312 $259K
Navalign, LLC 0.07% No change 1,312 $259K
ROI Financial Advisors, LLC 0.15% New 1,310 $258K
Defined Wealth Management, LLC 0.15% Add +0.7% 1,292 $255K
Range Advisory, LLC 0.05% New 1,279 $252K
PUREfi Wealth, LLC 0.17% New 1,278 $252K
Evercore Wealth Management, LLC 0.00% New 1,278 $252K
Petros Family Wealth, LLC 0.18% Reduce -0.3% 1,277 $252K
DGS Capital Management, LLC 0.04% Add +1.7% 1,276 $252K
Northstar Group, Inc. 0.04% Reduce -12.1% 1,272 $251K
Bay Capital Advisors, LLC 0.15% No change 1,256 $248K
Saxony Capital Management, LLC 0.14% Reduce -3.7% 1,275 $247K
Tobias Financial Advisors, Inc. 0.03% Reduce -5.4% 1,251 $247K
Lynx Investment Advisory 0.12% Add +1.0% 1,246 $246K
Asset Allocation & Management Company, LLC 0.09% No change 1,237 $244K
Keystone Financial Group 0.02% New 1,237 $244K
4J Wealth Management LLC 0.14% Reduce -2.4% 1,236 $244K
Persistent Asset Partners Ltd 0.09% New 1,236 $244K
Cowa, LLC 0.07% No change 1,234 $243K
Portfolio Design Labs, LLC 0.04% New 1,220 $241K
Quadrant Private Wealth Management, LLC 0.04% New 1,220 $241K
Vann Equity Management LLC 0.17% — 1,220 $241K
Strategic Investment Advisors / MI 0.02% New 1,215 $240K
Cardinal Point Capital Management ULC 0.01% New 1,210 $239K
Hexagon Capital Partners LLC 0.03% New 1,209 $238K
Dixon Mitchell Investment Counsel Inc. 0.01% New 1,206 $238K
Balboa Wealth Partners 0.04% Add +0.7% 1,205 $238K
Claro Advisors Inc. 0.03% New 1,204 $238K
Keebeck Wealth Management 0.03% New 1,213 $237K
Mayflower Financial Advisors, LLC 0.03% Add +9.0% 1,222 $237K
Bedel Financial Consulting, Inc. 0.03% No change 1,200 $237K
WPG Advisers, LLC 0.17% Add +10.2% 1,199 $236K
Coordinated Financial Services, Inc. 0.14% No change 1,197 $236K
Acorn Creek Capital LLC 0.08% Reduce -4.0% 1,195 $236K
FSB Premier Wealth Management, Inc. 0.07% New 1,192 $235K
Precision Wealth Strategies, LLC 0.08% Reduce -0.8% 1,179 $233K
Inscription Capital, LLC 0.02% Reduce -43.5% 1,178 $232K
Brookstone Capital Management 0.00% Reduce -4.9% 1,176 $232K
WealthShield Partners, LLC 0.03% Add +0.3% 1,175 $232K
DSG Capital Advisors, LLC 0.04% Reduce -2.3% 1,172 $231K
Wealthfront Advisers LLC 0.00% Reduce -48.9% 1,171 $231K
Seed Wealth Management, Inc. 0.16% No change 1,170 $231K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -0.8% 1,165 $230K
Wilkerson Advisory Group LLC 0.08% New 1,162 $229K
Vista Investment Partners LLC 0.06% Add +0.3% 1,162 $229K
Meeder Advisory Services, Inc. 0.01% Reduce -1.8% 1,150 $227K
Regal Investment Advisors LLC 0.01% New 1,146 $226K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -4.8% 1,145 $226K
Fort Sheridan Advisors LLC 0.03% No change 1,140 $225K
bLong Financial, LLC 0.17% No change 1,138 $224K
Spirepoint Private Client, LLC 0.02% New 1,138 $224K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 1,136 $224K
American Trust 0.02% Reduce -1.6% 1,133 $223K
United Advisor Group, LLC 0.03% New 1,127 $222K
Owl Creek Wealth Partners LLC 0.08% — 1,125 $222K
Fifth Third Wealth Advisors LLC 0.01% New 1,123 $222K
Alpha Family Trust 0.11% No change 1,120 $221K
Cornerstone Wealth Group, LLC 0.01% New 1,124 $220K
Compass Ion Advisors, LLC 0.02% New 1,110 $219K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.12% No change 1,108 $219K
Gutierrez Wealth Advisory, LLC 0.14% New 1,108 $218K
Aureus Asset Management, LLC 0.01% New 1,105 $218K
Cascade Financial Partners, LLC 0.02% No change 1,098 $217K
Investment Management Trust, LLC 0.21% — 1,096 $216K
MPS Loria Financial Planners, LLC 0.06% New 1,080 $213K
Hazlett, Burt & Watson, Inc. 0.07% Add +13.6% 1,079 $212K
RDA Financial Network 0.05% Reduce -4.5% 1,070 $211K
Lakeridge Wealth Management LLC 0.09% New 1,064 $210K
AssuredPartners Investment Advisors, LLC 0.02% New 1,026 $208K
Davidson Trust Co. 0.09% New 1,054 $208K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -3.9% 1,048 $207K
Parsonex Advisory Services, Inc. 0.20% Reduce -45.6% 1,046 $206K
Weil Company, Inc. 0.05% New 1,045 $206K
Avid Wealth Partners LLC 0.10% New 1,044 $206K
Jeppson Wealth Management, LLC 0.06% New 1,041 $205K
Brucke Financial, Inc. 0.10% Reduce -85.5% 1,038 $205K
Baron Wealth Management LLC 0.06% New 1,036 $204K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -23.2% 1,112 $204K
Focus Financial Network, Inc. 0.01% Reduce -60.1% 1,034 $204K
Clifford Swan Investment Counsel LLC 0.01% New 1,034 $204K
Overbrook Management Corp 0.04% New 1,032 $204K
Rainey & Randall Wealth Advisors Inc. 0.03% New 1,031 $203K
Greystone Financial Group, LLC 0.06% Reduce -76.2% 1,030 $203K
Alkeme Wealth, LLC 0.08% New 1,025 $202K
Resolute Wealth Strategies, LLC 0.09% New 1,024 $202K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.50% New 1,022 $202K
Salem Investment Counselors Inc. 0.01% New 1,022 $202K
Morse Asset Management, Inc 0.04% New 1,000 $197K
Wellington Shields & Co., LLC 0.05% New 1,000 $194K
Penserra Capital Management LLC 0.00% New 980 $193K
Whipplewood Advisors, LLC 0.10% Add +2287.5% 955 $188K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -96.3% 953 $188K
Crewe Advisors LLC 0.02% Reduce -0.7% 937 $185K
Financial Perspectives, Inc 0.05% No change 932 $184K
Golden State Wealth Management, LLC 0.02% Add +25.5% 931 $184K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Reduce -0.3% 897 $177K
Twin Peaks Wealth Advisors, LLC 0.04% Add +61.7% 896 $177K
Financial Consulate, Inc. 0.02% Add +7.7% 873 $172K
Addison Advisors LLC 0.04% Reduce -0.3% 865 $171K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -0.1% 820 $162K
Sound Income Strategies, LLC 0.01% Reduce -0.4% 788 $158K
Capital Analysts, LLC 0.00% Reduce -7.1% 814 $158K
GHP Investment Advisors, Inc. 0.01% Add +433.3% 800 $158K
Westside Investment Management, Inc. 0.02% Reduce -6.1% 779 $156K
V-Square Quantitative Management LLC 0.02% New 790 $156K
Avalon Trust Co 0.01% Add +342.3% 774 $153K
Wealth Preservation Advisors, LLC 0.13% Reduce -13.2% 770 $152K
Parkside Financial Bank & Trust 0.01% Reduce -6.1% 752 $148K
Luken Investment Analytics, LLC 0.06% Reduce -4.1% 750 $148K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.1% 715 $141K
Salomon & Ludwin, LLC 0.01% Add +12.6% 674 $137K
Rothschild Investment LLC 0.01% Add +21.3% 692 $136K
Greykasell Wealth Strategies, Inc. 0.05% No change 690 $136K
North Star Investment Management Corp. 0.01% Add +1.6% 680 $134K
Colonial Trust Co / SC 0.02% Reduce -1.7% 684 $133K
Nisa Investment Advisors, LLC 0.00% Add +4.0% 669 $132K
Legacies Wealth LLC 0.08% No change 645 $127K
Bruce G. Allen Investments, LLC 0.08% Reduce -13.4% 620 $122K
Brown, Lisle/Cummings, Inc. 0.03% Add +33.8% 617 $122K
McMillan Office, Inc. 0.02% Reduce -0.2% 616 $121K
Towne Trust Company, N.A 0.04% No change 612 $121K
Richardson Financial Services Inc. 0.08% Reduce -4.5% 610 $120K
Bogart Wealth, LLC 0.00% No change 561 $111K
New England Capital Financial Advisors LLC 0.03% No change 560 $110K
Tsfg, LLC 0.02% Reduce -0.2% 552 $109K
Summit Securities Group LLC 0.05% Add +23.7% 550 $108K
Adirondack Trust Co. 0.04% Reduce -0.5% 548 $108K
Quent Capital, LLC 0.01% Reduce -4.9% 553 $107K
Farmers & Merchants Investments Inc. 0.00% No change 553 $107K
Center for Financial Planning, Inc. 0.01% No change 528 $104K
Destiny Wealth Partners, LLC 0.01% New 524 $103K
Acropolis Investment Management, LLC 0.00% New 516 $102K
Innovative Asset Advisors Group, LLC 0.06% — 509 $100K
IMA Advisory Services, Inc. 0.01% No change 507 $100K
Strengthening Families & Communities, LLC 0.02% Reduce -0.6% 506 $100K
Southern Michigan Bank & Trust 0.04% — 509 $99K
Vanguard National Trust Co 0.01% — 496 $98K
Axiom Investment Management LLC 0.07% — 496 $98K
Physician Wealth Advisors, Inc. 0.01% Reduce -35.4% 484 $95K
Community Bank, N.A. 0.01% No change 476 $94K
Centennial Bank 0.03% No change 480 $93K
Cornerstone Planning Group LLC 0.01% Add +2.5% 509 $92K
Centerpoint Advisors, LLC 0.03% No change 450 $89K
Crews Bank & Trust 0.01% Add +7.7% 450 $89K
Mechanics Financial Corp 0.04% No change 450 $87K
Anchor Investment Management, LLC 0.01% Reduce -27.4% 437 $86K
MBM Wealth Consultants, LLC 0.02% New 421 $83K
NFSG Corp 0.01% Reduce -0.1% 419 $83K
Financial Management Professionals, Inc. 0.01% Reduce -3.3% 417 $82K
SHP Wealth Management 0.01% Reduce -23.8% 412 $81K
Quaker Wealth Management, LLC 0.03% Reduce -6.2% 408 $80K
DHJJ Financial Advisors, Ltd. 0.03% No change 400 $79K
Quantbot Technologies LP 0.00% New 397 $78K
SouthState Bank Corp 0.00% Reduce -98.8% 395 $78K
Anfield Capital Management, LLC 0.02% New 385 $76K
General Partner, Inc. 0.05% No change 384 $76K
Valley Wealth Managers, Inc. 0.00% Reduce -8.8% 374 $74K
Thompson Investment Management, Inc. 0.01% Reduce -16.9% 313 $62K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +25.4% 311 $61K
Ascentis Wealth Management, LLC 0.01% Reduce -0.2% 280 $55K
Signature Equity Partners, LLC 0.03% Add +18.0% 279 $55K
Bollard Group LLC 0.00% No change 277 $55K
Entrust Financial LLC 0.04% Reduce -0.4% 274 $54K
Kozak & Associates, Inc. 0.01% Add +1.2% 253 $51K
True Link Financial Advisors, LLC 0.00% New 259 $51K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +203.5% 258 $50K
Aventura Private Wealth, LLC 0.02% Add +0.4% 251 $49K
JNBA Financial Advisors 0.00% Reduce -0.2% 240 $47K
High Note Wealth, LLC 0.01% Reduce -0.4% 239 $47K
Estabrook Capital Management 0.01% Reduce -0.2% 237 $47K
Aventus Investment Advisors, Inc. 0.04% No change 235 $46K
Virtus Advisers, LLC 0.02% New 306 $45K
Cassaday & Co Wealth Management LLC 0.00% New 232 $45K
Wellington Grp LLC 0.01% Reduce -23.3% 225 $44K
Raffa Wealth Management, LLC 0.01% Reduce -0.2% 225 $44K
Creative Financial Designs Inc. 0.00% Add +34.8% 221 $44K
Abound Wealth Management 0.01% Reduce -10.4% 215 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -0.2% 207 $41K
Bell Investment Advisors, Inc 0.01% Add +12.0% 200 $39K
Raleigh Capital Management Inc. 0.01% New 195 $38K
Avion Wealth 0.01% Add +432.4% 197 $38K
Quarry LP 0.01% New 195 $38K
JPL Wealth Management, LLC 0.01% New 192 $38K
Triumph Capital Management 0.01% Reduce -10.7% 192 $38K
Heritage Wealth Advisors 0.00% Add +289.9% 193 $38K
South Plains Financial, Inc. 0.02% Add +31.0% 188 $37K
Truvestments Capital LLC 0.01% No change 182 $36K
Albion Financial Group 0.00% Add +7.4% 181 $36K
Resources Management Corp. /CT/ 0.00% No change 175 $35K
Pacific Center for Financial Services 0.01% No change 175 $35K
St Germain D J Co. Inc. 0.00% Reduce -0.6% 167 $33K
Westfuller Advisors, LLC 0.01% Reduce -84.1% 166 $33K
Capula Management Ltd 0.00% New 162 $32K
Prosperity Bancshares Inc 0.03% New 160 $32K
TFC Financial Management, Inc. 0.00% Reduce -11.3% 153 $30K
Operose Advisors LLC 0.01% Add +2920.0% 151 $30K
Clear Investment Research, LLC 0.04% New 140 $28K
True Wealth Design, LLC 0.01% No change 137 $27K
Acumen Wealth Advisors, LLC 0.01% Add +2.6% 137 $27K
Mascoma Wealth Management LLC 0.01% No change 132 $26K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -0.4% 134 $26K
Pingora Partners LLC 0.01% No change 125 $25K
Rialto Wealth Management, LLC 0.01% No change 125 $25K
American Capital Advisory, LLC 0.01% Add +80.2% 118 $23K
Measured Wealth Private Client Group, LLC 0.01% Reduce -0.4% 117 $23K
Intentional Wealth Strategies, LLC 0.02% — 115 $23K
TD Capital Management LLC 0.00% New 113 $22K
Robinswood Financial LLC 0.01% Reduce -0.5% 109 $21K
1 North Wealth Services LLC 0.01% Reduce -0.5% 107 $21K
Fairscale Capital, LLC 0.01% No change 106 $21K
Principia Wealth Advisory, LLC 0.01% Add +30.9% 106 $21K
Wall Street Financial Group, Inc. 0.01% New 103 $20K
Tiaa Trust, National Association 0.00% Reduce -98.2% 102 $20K
Pin Oak Investment Advisors Inc. 0.01% New 103 $20K
Costello Asset Management, INC 0.01% Add +100.0% 100 $20K
Lavaca Capital LLC 0.00% Reduce -94.7% 100 $20K
Atwood & Palmer Inc. 0.00% No change 100 $20K
Missouri Trust & Investment Co 0.01% No change 100 $19K
Fourth Dimension Wealth, LLC 0.01% Reduce -2.0% 98 $19K
Morton Brown Family Wealth, LLC 0.01% Reduce -0.5% 97 $19K
Hughes Financial Services, LLC 0.00% Reduce -0.5% 95 $19K
WealthCollab, LLC 0.01% Reduce -1.7% 88 $17K
Wiser Advisor Group LLC 0.02% Reduce -0.6% 86 $17K
First Pacific Financial 0.00% Add +75.0% 84 $17K
BOK Financial Private Wealth, Inc. 0.00% Reduce -64.9% 84 $17K
Lodestone Wealth Management LLC 0.01% Reduce -1.8% 81 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -0.6% 84 $16K
MV Capital Management, Inc. 0.00% Add +3.4% 77 $15K
Vision Financial Markets LLC 0.01% Reduce -0.7% 76 $15K
Hoey Investments, Inc. 0.00% No change 75 $15K
MCF Advisors LLC 0.00% Add +82.9% 75 $15K
First Community Trust NA 0.01% No change 75 $15K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -0.7% 71 $14K
Lloyd Advisory Services, LLC. 0.00% Reduce -32.3% 68 $13K
Kingdom Financial Group LLC. 0.00% Add +0.0% 68 $13K
Cornerstone Financial Management LLC 0.01% Add +14.0% 61 $12K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -0.8% 61 $12K
Park Square Financial Group, LLC 0.09% New 59 $12K
Valued Wealth Advisors LLC 0.00% Reduce -0.8% 58 $11K
Consultiva Wealth Management, Corp. 0.03% Reduce -1.7% 57 $11K
Lake Street Private Wealth, LLC 0.00% New 56 $11K
Strive Financial Group ,LLC 0.01% Reduce -1.7% 58 $11K
PFS Partners, LLC 0.01% No change 55 $11K
Wolff Wiese Magana LLC 0.01% Reduce -1.9% 52 $10K
Peterson Wealth Management 0.01% New 50 $10K
Caldwell Sutter Capital, Inc. 0.00% Reduce -1.1% 46 $9K
Sachetta, LLC 0.00% No change 45 $9K
Colonial Trust Advisors 0.00% Add +344.4% 40 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 38 $8K
Burk Holdings LLC 0.00% New 39 $8K
Elevated Capital Advisors, LLC 0.00% No change 39 $8K
Stone House Investment Management, LLC 0.00% Reduce -1.3% 38 $7K
Toth Financial Advisory Corp. 0.00% Add +311.1% 37 $7K
Minot DeBlois Advisors LLC 0.01% Reduce -1.3% 37 $7K
Keating Financial Advisory Services, Inc. 0.00% Reduce -88.5% 35 $7K
Vermillion Wealth Management, Inc. 0.00% No change 34 $7K
McIlrath & Eck, LLC 0.00% Reduce -1.6% 30 $6K
HighMark Wealth Management LLC 0.00% Reduce -1.7% 29 $6K
St. Johns Investment Management Company, LLC 0.00% No change 29 $6K
CVA Family Office, LLC 0.00% New 28 $6K
Tidemark, LLC 0.00% Reduce -1.8% 27 $5K
TOWER TRUST & INVESTMENT Co 0.00% Reduce -1.8% 27 $5K
Vision Retirement, LLC 0.00% No change 25 $5K
Cedar Mountain Advisors, LLC 0.00% Add +11.1% 25 $5K
Dogwood Wealth Management LLC 0.00% Add +66.7% 25 $5K
First Command Advisory Services, Inc. 0.00% Add +138.1% 25 $5K
Hager Investment Management Services, LLC 0.00% Reduce -2.0% 24 $5K
Ninepoint Partners LP 0.00% No change 23 $5K
Imprint Wealth LLC 0.02% Reduce -2.2% 22 $4K
Piscataqua Savings Bank 0.00% Reduce -2.2% 22 $4K
Legacy Wealth Managment, LLC 0.00% No change 21 $4K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -69.7% 22 $4K
Evolution Wealth Management Inc. 0.00% No change 20 $4K
Hara Capital LLC 0.00% No change 20 $4K
Bayban 0.00% No change 20 $4K
Decker Retirement Planning Inc. 0.00% New 18 $4K
Activest Wealth Management 0.00% No change 18 $4K
Bfsg, LLC 0.00% No change 18 $4K
Essential Partners LLC 0.00% Reduce -34.6% 17 $3K
MidFirst Bank 0.00% New 17 $3K
Union Savings Bank 0.00% No change 15 $3K
Inspire Investing, LLC 0.00% No change 14 $3K
Elevation Wealth Partners, LLC 0.00% No change 14 $3K
Coston, McIsaac & Partners 0.00% Reduce -3.2% 15 $2K
CFG Wealth Management Services, Inc. 0.00% No change 10 $2K
Gold Investment Management Ltd. 0.00% No change 10 $2K
Benson Wealth Management INC 0.00% No change 8 $2K
Kilter Group LLC 0.00% Reduce -72.9% 8 $2K
Dunhill Financial, LLC 0.00% Reduce -81.4% 8 $2K
Creative Capital Management Investments LLC 0.00% Reduce -6.7% 7 $1K
Godfrey Financial Associates, Inc. 0.00% Reduce -14.3% 6 $1K
McGuire Capital Advisors Inc. 0.00% Reduce -83.3% 6 $1K
Fortitude Family Office, LLC 0.00% Reduce -7.7% 6 $1K
Trust Co 0.00% No change 5 $986
Nvest Wealth Strategies, Inc. 0.00% New 4 $789
Sunrise Financial Services, LLC 0.00% No change 4 $789
SJS Investment Consulting Inc. 0.00% Reduce -93.6% 4 $789
Financial Life Planners 0.00% New 2 $315
Walleye Capital LLC 0.00% Reduce -100.0% 1 $197
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.9% 1 $197

"% of holder's portfolio" is AZN's weight in each manager's 13F, not the share of Astrazeneca PLC the manager owns.