AstrazenecaAZN

13F holders, Q2 2026 (June 30)
1,481holders +152
264new positions
108sold out
9famous investors
$187.86avg. 13F price*

At the end of Q2 2026, 1,481 institutions reported holding Astrazeneca PLC (AZN) in their 13F filings, up 152 from Q1 2026. 264 opened new positions and 108 sold out. The largest holders were Investor AB ($9.8B), Vanguard Capital Management LLC ($8.5B) and Capital International Investors ($6.5B). 9 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions264$2.7B
Exits108$737.5M

All 13F filers, Q1 2026 → Q2 2026: 45,813,001 shares bought and 29,476,428 shares sold, net +16,336,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,481 holders

Investor AB 67.92% No change 51,587,810 $9.8B
Vanguard Capital Management LLC 0.18% Add +0.8% 45,386,190 $8.5B
Capital International Investors 1.35% Add +0.5% 34,576,070 $6.5B
Norges Bank 0.63% — 33,864,172 $6.3B
Capital World Investors 0.67% Add +6.4% 30,075,134 $5.6B
FMR LLC 0.24% Reduce -2.4% 28,895,264 $5.4B
Wellington Management Group LLP 0.93% Add +20.1% 28,537,243 $5.4B
Legal & General Group Plc 1.00% Reduce -0.4% 25,750,245 $4.8B
JPMorgan Chase & Co. 0.21% Add +3.3% 19,204,823 $3.7B
VANGUARD ASSET MANAGEMENT, Ltd 2.36% Add +1.0% 18,712,920 $3.5B
Primecap Management Co. 2.03% Reduce -0.7% 18,095,178 $3.4B
Bank of America Corp. 0.22% Reduce -7.2% 17,690,462 $3.4B
T. Rowe Price Associates Inc. 0.32% Reduce -14.7% 16,616,629 $3.2B
Amundi 0.75% Add +6.7% 16,422,784 $3.1B
Franklin Resources Inc. 0.68% Reduce -7.2% 16,511,727 $3.1B
Vanguard Fiduciary Trust Co. 0.55% Add +0.7% 13,291,085 $2.5B
Deutsche Bank AG 0.70% Add +4.2% 12,640,672 $2.4B
Jupiter Topco LLC 0.91% — 11,866,013 $2.2B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.74% Reduce -9.4% 11,720,479 $2.2B
Fisher Asset Management 0.63% Add +2.8% 11,146,292 $2.1B
Aviva PLC 3.00% Reduce -1.7% 10,899,700 $2.0B
Royal Bank of Canada 0.34% Add +0.4% 10,427,503 $2.0B
Invesco Ltd. 0.15% Add +0.7% 10,177,013 $1.9B
Royal London Asset Management Ltd. 3.55% Reduce -1.4% 10,161,026 $1.9B
Goldman Sachs Group Inc. 0.19% Reduce -8.1% 9,742,396 $1.8B
Causeway Capital Management LLC 18.97% Add +26.1% 9,357,390 $1.8B
Rathbones Group PLC 5.50% Reduce -0.9% 7,979,150 $1.5B
Morgan Stanley 0.08% Add +12.8% 7,859,306 $1.5B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.42% Reduce -1.2% 7,536,227 $1.4B
Nuveen, LLC 0.32% Add +6.0% 7,183,115 $1.3B
Sanders Capital, LLC 1.33% Reduce -1.1% 6,986,830 $1.3B
Bank of New York Mellon Corp 0.21% Add +1.3% 6,753,962 $1.3B
Allianz Asset Management GmbH 1.16% Add +2.5% 6,690,300 $1.3B
Barclays PLC 0.40% Add +20.0% 6,592,403 $1.3B
Ameriprise Financial Inc. 0.23% Add +6.1% 6,095,430 $1.2B
Swiss National Bank 0.58% Reduce -3.9% 5,934,315 $1.1B
SEB Asset Management AB 4.06% Reduce -3.7% 5,736,648 $1.1B
UBS Group AG 0.16% Reduce -11.4% 5,297,462 $1.0B
Arrowstreet Capital, Limited Partnership 0.44% Add +14.1% 5,307,020 $1.0B
Clearbridge Investments, LLC 0.79% Reduce -2.7% 5,021,518 $952.2M
Caisse Des Depots Et Consignations 15.94% Add +3.1% 5,034,088 $942.1M
Citigroup Inc. 0.43% Add +32.1% 4,895,753 $916.2M
Alliancebernstein L.P. 0.28% Reduce -17.7% 4,345,439 $857.0M
FIL Ltd 0.60% Reduce -3.5% 4,492,612 $840.3M
M&G PLC 4.33% Add +6.6% 4,482,712 $838.2M
Capital Research Global Investors 0.11% Reduce -9.0% 4,197,587 $787.3M
DekaBank Deutsche Girozentrale 1.24% No change 3,783,927 $732.0M
Credit Agricole S A 1.78% Add +24.1% 3,694,158 $700.5M
Manufacturers Life Insurance Company, The 0.54% Reduce -4.5% 3,673,390 $686.9M
CIBC Bancorp USA Inc. 0.84% Reduce -17.9% 3,772,997 $680.8M
Boston Partners 0.53% Add +51.8% 3,177,627 $597.4M
Dimensional Fund Advisors LP 0.10% New 2,904,886 $551.0M
Pictet Asset Management Holding SA 0.53% Reduce -15.6% 2,937,510 $550.2M
Thornburg Investment Management Inc. 5.18% Add +1.1% 2,891,426 $540.6M
Neuberger Berman Group LLC 0.35% Add +4.2% 2,746,590 $519.9M
Lansforsakringar Fondforvaltning AB (publ) 2.12% Add +3.5% 2,523,337 $473.7M
Holocene Advisors, LP 1.05% Reduce -8.8% 2,429,349 $460.7M
Raymond James Financial Inc. 0.12% Add +38.7% 2,409,624 $456.9M
Bank of Montreal 0.16% Add +22.5% 2,359,807 $441.2M
Lazard Asset Management LLC 0.66% Add +5.2% 2,332,566 $438.1M
Northern Trust Corp. 0.05% Reduce -0.9% 2,306,344 $437.3M
Envestnet Asset Management Inc. 0.10% Add +0.5% 2,281,431 $431.7M
Acadian Asset Management LLC 0.51% Reduce -2.9% 2,262,369 $426.6M
Swedbank AB 0.37% Reduce -9.2% 2,241,677 $425.1M
Evelyn Partners Group Ltd 7.21% — 2,237,205 $415.2M
BlackRock, Inc. 0.01% Reduce -2.8% 2,169,622 $411.4M
Russell Investments Group, Ltd. 0.34% Add +1.5% 2,033,587 $382.3M
Natixis Advisors, LLC 0.42% Add +50.7% 1,978,508 $375.2M
Public Sector Pension Investment Board 0.98% Reduce -4.4% 1,994,378 $373.1M
LGT Group Foundation 4.19% Add +4.8% 1,980,315 $370.3M
Bank Julius Baer & Co. Ltd, Zurich 0.95% Add +4.4% 1,949,007 $367.4M
Capital International, Inc. 2.57% Reduce -3.0% 1,949,177 $365.0M
Border to Coast Pensions Partnership Ltd 5.33% Reduce -5.7% 1,932,961 $361.4M
AEGON ASSET MANAGEMENT UK Plc 3.80% New 1,905,111 $356.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.67% Reduce -5.7% 1,878,727 $351.6M
Jones Financial Companies LLLP 0.13% Add +66.3% 1,670,876 $314.8M
TD Asset Management Inc 0.26% Reduce -17.5% 1,621,109 $303.7M
Wells Fargo & Company 0.05% Add +3.4% 1,596,427 $302.7M
ABN AMRO Bank N.V. 3.84% Reduce -34.9% 1,592,396 $297.4M
Liontrust Investment Partners LLP 4.36% New 1,586,940 $297.0M
CANADA LIFE ASSURANCE Co 0.45% Add +0.3% 1,526,363 $285.2M
Ninety One UK Ltd 0.64% Reduce -25.8% 1,518,013 $284.1M
William Blair Investment Management, LLC 0.85% Reduce -22.0% 1,514,795 $283.2M
Caisse de depot et placement du Quebec 0.39% New 1,463,843 $273.9M
Intesa Sanpaolo S.p.A. 9.72% Add +26.3% 1,469,097 $273.8M
Assenagon Asset Management S.A. 0.33% Add +45.5% 1,352,177 $256.0M
Canada Pension Plan Investment Board 0.14% Add +103.7% 1,347,313 $252.7M
American Century Companies Inc. 0.11% Reduce -26.9% 1,320,358 $250.4M
WCM Investment Management, LLC 0.45% New 1,310,660 $248.8M
Artemis Investment Management LLP 2.13% Reduce -11.4% 1,279,269 $239.2M
Polar Capital Holdings Plc 0.67% New 1,247,549 $236.6M
Voya Investment Management LLC 0.23% Reduce -34.0% 1,233,595 $233.0M
Korea Investment CORP 0.44% Reduce -7.7% 1,242,006 $232.4M
1832 Asset Management L.P. 0.28% Add +89.5% 1,215,636 $230.5M
MUFG Securities EMEA plc 2.33% Add +37.3% 1,186,481 $221.7M
D. E. Shaw & Co. 0.14% Add +4277.5% 1,094,593 $207.6M
Public Employees Retirement System of Ohio 0.59% Add +11.9% 1,070,570 $201.0M
Capital International Sarl 2.65% Add +8.9% 996,566 $186.8M
Citadel Advisors 0.11% Reduce -48.1% 970,043 $183.9M
Orbimed Advisors LLC 3.25% Add +36.6% 915,700 $171.1M
ASR Vermogensbeheer N.V. 1.66% Add +2.5% 862,996 $161.5M
Marshall Wace, LLP 0.14% Add +70.8% 841,164 $159.5M
Saturna Capital Corp. 1.89% Add +11.0% 911,933 $155.1M
Groupe la Francaise 1.87% Reduce -17.7% 810,732 $151.6M
Truist Financial Corp. 0.18% Add +5.8% 797,497 $151.2M
Allspring Global Investments Holdings, LLC 0.23% Reduce -1.2% 818,235 $150.6M
Vanguard Investments Australia, Ltd. 0.36% Reduce -0.1% 769,786 $143.7M
Point72 Asset Management 0.22% Reduce -42.3% 711,547 $134.9M
Crawford Investment Counsel Inc. 2.24% Reduce -4.9% 708,224 $134.3M
Man Group plc 0.24% Add +8.7% 683,112 $128.0M
Migdal Insurance & Financial Holdings Ltd. 0.82% Add +136.4% 676,000 $127.6M
Stifel Financial Corp. 0.11% Reduce -2.0% 670,847 $127.2M
Jennison Associates LLC 0.08% Add +0.4% 666,497 $126.4M
Groupama Asset Managment 1.58% Add +1.2% 873,930 $124.6M
LPL Financial LLC 0.03% Reduce -0.9% 646,000 $122.5M
Parnassus Investments, LLC 0.32% Reduce -2.0% 629,158 $119.3M
Zurich Insurance Group Ltd 0.81% Reduce -5.4% 621,907 $116.3M
Clark Capital Management Group, Inc. 0.63% Add +1.3% 608,068 $115.3M
Generali Asset Management SPA SGR 2.05% Reduce -15.7% 804,933 $113.5M
Millennium Management 0.08% Reduce -55.3% 581,913 $110.3M
Dnca Finance 5.37% Add +5.2% 581,859 $108.9M
Farallon Capital Management, L.L.C. 0.64% Add +153.4% 574,000 $108.8M
Sei Investments Co. 0.10% Reduce -16.2% 572,746 $108.6M
BNP Paribas Financial Markets 0.06% Add +241.9% 571,987 $108.5M
Van Eck Associates Corp. 0.06% Add +102.2% 558,835 $104.5M
Temasek Holdings (Private) Ltd 0.28% Add +51.7% 554,410 $103.5M
Principal Financial Group Inc. 0.05% Add +11.1% 541,187 $102.6M
Capital International Ltd. 3.10% Add +7.2% 506,085 $94.8M
PGGM Investments 2.24% No change 645,456 $91.0M
State of Wisconsin Investment Board 0.18% Reduce -4.7% 475,058 $88.9M
Rockefeller Capital Management L.P. 0.14% Reduce -1.2% 467,619 $88.6M
HighTower Advisors, LLC 0.08% Reduce -4.3% 455,278 $86.3M
National Bank of Canada 0.08% Reduce -79.1% 447,620 $85.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -0.5% 450,644 $85.5M
Vestal Point Capital, LP 1.99% Add +350.0% 450,000 $85.3M
Vanguard Global Advisers, LLC 0.04% Add +6.2% 450,083 $84.0M
Mackenzie Financial Corp. 0.08% Reduce -8.0% 1,328,471 $80.5M
Harding Loevner LP 0.75% Add +7.8% 442,676 $79.9M
Nicholas Company, Inc. 1.42% Add +0.0% 410,378 $77.8M
Edmond DE Rothschild Holding S.A. 1.01% Add +2.5% 411,773 $76.8M
ZWJ Investment Counsel Inc. 2.43% Add +2.3% 395,978 $75.1M
AQR Capital Management 0.03% Add +8.4% 400,938 $75.0M
Andra AP-fonden 0.85% Add +122.9% 526,714 $74.3M
Compagnie Lombard Odier SCmA 0.80% Reduce -3.8% 395,004 $73.9M
Mariner, LLC 0.08% Add +3.3% 384,328 $72.9M
Harvest Portfolios Group Inc. 1.02% Add +0.8% 380,770 $72.2M
Qube Research & Technologies Ltd 0.08% Reduce -1.7% 375,473 $71.2M
Woodley Farra Manion Portfolio Management Inc. 3.37% Add +0.1% 369,477 $70.1M
Artisan Partners Limited Partnership 0.11% New 368,074 $69.8M
BLI - Banque de Luxembourg Investments 2.41% Reduce -0.5% 370,958 $68.3M
EFG International AG 1.21% Add +92.9% 343,663 $65.2M
Vontobel Holding Ltd. 0.22% Add +20.0% 346,381 $64.8M
Two Sigma Investments, LP 0.05% Add +62.1% 329,087 $62.4M
Aberdeen Group plc 0.09% Reduce -15.5% 327,978 $62.2M
Cerity Partners LLC 0.07% Add +5.8% 318,625 $60.3M
Achmea Investment Management B.V. 1.47% Reduce -5.0% 313,557 $58.7M
Charles Schwab Investment Management Inc. 0.01% Add +11.8% 292,315 $55.4M
First Trust Advisors LP 0.03% Add +16.4% 288,247 $54.6M
Thrivent Financial for Lutherans 0.09% Add +11.6% 282,337 $53.0M
Janney Montgomery Scott LLC 0.10% Add +65.6% 266,543 $50.5M
Quantinno Capital Management LP 0.06% Add +12.5% 264,383 $50.0M
Vaughan David Investments LLC 0.99% Add +1.4% 261,536 $49.6M
Cetera Investment Advisers 0.04% Add +17.3% 261,104 $49.1M
State Street Corp. 0.00% Reduce -5.1% 259,116 $49.1M
USS Investment Management Ltd 0.19% Reduce -0.2% 255,043 $47.7M
Tidal Investments LLC 0.11% Add +14.5% 248,108 $46.6M
Cidel Asset Management Inc. 2.14% Reduce -16.0% 234,663 $44.5M
Creative Planning 0.03% Reduce -1.0% 230,951 $43.8M
Skandinaviska Enskilda Banken AB (publ) 1.61% Add +1.8% 226,042 $42.9M
Oslo Pensjonsforsikring AS 4.91% New 226,997 $42.7M
Crestwood Advisors Group, LLC 0.63% Reduce -3.7% 224,312 $42.5M
State of Tennessee, Department of Treasury 0.13% Reduce -12.1% 226,011 $42.3M
Capital Wealth Planning, LLC 0.20% Add +61.7% 215,993 $41.0M
Pictet North America Advisors SA 3.61% Add +0.9% 218,800 $40.9M
Montrusco Bolton Investments Inc. 0.63% New 218,063 $40.8M
Scotia Capital Inc. 0.15% Add +1.6% 214,655 $40.7M
NatWest Group plc 7.12% Add +3.0% 210,470 $39.9M
Federation des caisses Desjardins du Quebec 0.12% Add +25.0% 209,951 $39.6M
Trillium Asset Management, LLC 1.22% Reduce -20.7% 208,971 $39.6M
Chilton Capital Management LLC 1.21% Add +4.2% 201,189 $38.1M
Main Street Research LLC 1.77% Add +3.5% 197,417 $37.4M
Capital Group Private Client Services, Inc. 0.53% Reduce -17.6% 199,187 $37.3M
Assetmark, Inc. 0.06% Add +0.8% 192,721 $36.5M
Glenview Capital Management, LLC 0.70% New 184,279 $34.9M
Banque Pictet & Cie SA 0.36% Reduce -4.7% 186,686 $34.9M
Jefferies Financial Group Inc. 0.33% Add +1162.3% 186,676 $34.9M
Channing Global Advisors, LLC 17.60% Add +8.3% 181,599 $34.0M
Guardian Capital LP 0.82% Add +4.1% 177,185 $33.6M
Pathstone Holdings, LLC 0.10% Add +4.0% 177,196 $33.6M
Becker Capital Management Inc. 0.90% Reduce -0.2% 176,512 $33.5M
MML Investors Services, LLC 0.07% Add +22.2% 171,254 $32.5M
Maryland State Retirement & Pension System 0.55% Add +1.3% 171,841 $32.1M
Prudential PLC 0.21% Add +3.3% 170,573 $31.9M
J. Safra Sarasin Holding AG 0.46% Add +0.7% 169,998 $31.9M
Sycomore Asset Management 3.29% No change 163,871 $30.6M
Professional Advisory Services Inc. 3.32% New 161,624 $30.2M
Quadrature Capital Ltd 0.26% Add +2249.5% 157,534 $29.9M
Epoch Investment Partners, Inc. 0.17% Add +14.7% 157,316 $29.8M
Rhenman & Partners Asset Management AB 2.69% New 151,500 $28.5M
Kornitzer Capital Management Inc. 0.59% Add +1.3% 148,906 $28.2M
MetLife Investment Management, LLC 0.13% Add +1.5% 149,538 $28.0M
Flputnam Investment Management Co. 0.32% Reduce -3.7% 142,906 $27.1M
TCW Group Inc. 0.18% Reduce -0.2% 142,573 $26.7M
US Bancorp \de 0.03% Reduce -0.3% 138,620 $26.3M
Fred Alger Management, LLC 0.09% Reduce -82.0% 138,797 $26.3M
LGT Fund Management Co Ltd. 1.09% Add +34.4% 139,758 $26.1M
Mutual of America Capital Management LLC 0.25% Add +11.3% 138,649 $25.9M
PNC Financial Services Group, Inc. 0.01% Add +5.4% 135,201 $25.6M
Baird Financial Group, Inc. 0.04% Add +0.6% 134,149 $25.4M
Silvercrest Asset Management Group LLC 0.17% Add +9.5% 134,020 $25.4M
TD Waterhouse Canada Inc. 0.07% Add +1.5% 137,551 $25.4M
Cambiar Investors LLC 1.07% Reduce -2.8% 129,899 $24.6M
M&T Bank Corp 0.07% Add +1.8% 129,156 $24.4M
Martin Investment Management, LLC 8.01% Reduce -9.7% 126,555 $24.0M
Voleon Capital Management LP 0.43% New 125,385 $23.8M
Fiera Capital Corp 0.09% Add +0.9% 124,873 $23.7M
Barings LLC 0.44% Reduce -11.8% 126,110 $23.6M
Ninety One North America, Inc. 1.08% Reduce -22.1% 123,512 $23.1M
Cumberland Partners Ltd 1.50% Reduce -16.4% 121,834 $23.1M
O'shaughnessy Asset Management, LLC 0.11% Reduce -29.2% 120,764 $22.9M
Macquarie Group Ltd. 0.10% No change 120,191 $22.8M
New York State Common Retirement Fund 0.03% Reduce -15.1% 120,123 $22.8M
GAM Holding AG 1.74% New 121,143 $22.7M
Osaic Holdings, Inc. 0.03% Add +72.7% 119,910 $22.6M
Waverly Advisors, LLC 0.13% Reduce -0.1% 119,233 $22.6M
Foresight Global Investors, Inc. 13.66% New 118,844 $22.5M
Intech Investment Management LLC 0.20% Add +8.4% 117,825 $22.1M
JB Capital LLC 0.76% New 115,025 $21.8M
111 Capital 3.63% Add +20.8% 112,973 $21.1M
Davidson Investment Advisors 0.84% Reduce -5.8% 108,676 $20.6M
Gradient Investments LLC 0.28% Add +3.2% 108,133 $20.5M
Curi Capital, LLC 0.31% Add +6.8% 119,992 $20.2M
Commonwealth Equity Services, LLC 0.03% Reduce -3.1% 105,828 $20.1M
Capital Group Investment Management Pte. LTD. 3.01% Add +7.7% 106,664 $20.0M
QRG Capital Management, Inc. 0.16% Add +8.2% 105,760 $20.0M
Osmosis Investment Management UK Ltd 0.92% Reduce -46.8% 105,982 $19.8M
&partners 0.08% Add +42.1% 99,983 $19.0M
Sit Investment Associates Inc. 0.36% Reduce -0.7% 99,154 $18.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +21.0% 100,747 $18.7M
Artia Global Partners LP 3.55% Add +3.1% 98,376 $18.7M
Apollon Wealth Management, LLC 0.22% Add +3.0% 97,297 $18.4M
Corient Private Wealth LP 0.03% Add +5.4% 97,104 $18.4M
Blair William & Co. 0.05% Reduce -3.9% 96,681 $18.3M
Nomura Holdings Inc. 0.08% New 95,936 $18.2M
Exane Asset Management 6.39% Reduce -50.6% 109,781 $17.7M
SALT Holding Corp. 9.37% No change 93,250 $17.7M
Community Trust & Investment Co. 0.89% Reduce -0.7% 91,081 $17.3M
Optiver Holding B.V. 0.24% Reduce -5.5% 90,150 $17.1M
SIH Partners, LLLP 0.70% Add +864.5% 89,209 $16.9M
Orion Porfolio Solutions, LLC 0.13% Add +10.9% 89,022 $16.9M
Strategic Wealth Partners, Ltd. 1.04% Add +7.5% 88,890 $16.9M
Massachusetts Financial Services Co. 0.01% Add +289.4% 86,627 $16.4M
Vestmark Advisory Solutions, Inc. 0.15% Add +1.0% 85,578 $16.2M
EDENTREE ASSET MANAGEMENT Ltd 4.93% New 86,484 $16.2M
Wealth Enhancement Advisory Services, LLC 0.03% New 97,722 $16.1M
Cullen/Frost Bankers, Inc. 0.16% Add +6.3% 84,701 $16.1M
SCS Capital Management LLC 0.15% Reduce -3.6% 84,223 $15.8M
Chesley Taft & Associates LLC 0.60% Add +3.1% 81,276 $15.4M
Focus Partners Wealth 0.02% Add +17.9% 81,265 $15.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.58% New 81,023 $15.4M
CI Investments Inc. 0.05% New 81,017 $15.4M
FourThought Financial Partners, LLC 1.18% Add +1.8% 80,917 $15.3M
Ossiam 0.20% Reduce -5.7% 80,256 $15.0M
Allianz SE 0.16% Add +20.7% 79,986 $15.0M
HUB Investment Partners, LLC 0.27% Add +9.2% 78,626 $14.9M
Captrust Financial Advisors 0.02% Reduce -2.2% 77,194 $14.6M
Mercer Global Advisors Inc. 0.02% Reduce -3.3% 73,904 $14.0M
Peapack Gladstone Financial Corp. 0.16% Add +1.0% 72,990 $13.8M
Glenmede Trust Co. NA 0.06% Reduce -1.0% 72,854 $13.8M
Vanguard Personalized Indexing Management, LLC 0.11% Add +4.1% 72,561 $13.8M
Park National Corp. 0.38% Reduce -2.1% 71,820 $13.6M
Oak Family Advisors, LLC 3.93% Add +1.8% 71,727 $13.6M
Bailard, Inc. 0.27% Reduce -10.0% 70,691 $13.4M
Atria Investments, Inc 0.13% Add +7.9% 69,989 $13.3M
Callan Family Office, LLC 0.26% Add +4.9% 69,688 $13.2M
Sava Infond d.o.o. 0.93% Add +68.5% 70,580 $13.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +4.3% 68,967 $13.0M
Fideuram Asset Management (Ireland) dac 0.25% Add +867.3% 93,902 $13.0M
Wesbanco Bank Inc. 0.32% Add +13.3% 68,209 $12.9M
Aquatic Capital Management LLC 0.44% New 68,181 $12.9M
Heirloom Wealth Management 1.87% New 68,151 $12.9M
Atlantic Union Bankshares Corp 0.21% Add +166.1% 67,255 $12.8M
Advisors Asset Management, Inc. 0.19% Add +25.5% 66,628 $12.6M
Oppenheimer Asset Management Inc. 0.13% Add +5.0% 66,504 $12.6M
Bleakley Financial Group, LLC 0.16% Add +3.4% 66,437 $12.6M
Marathon Capital Management 2.50% Reduce -0.6% 64,777 $12.3M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +67.0% 64,305 $12.1M
Parkwood LLC 0.87% Add +9.9% 64,809 $12.1M
Lord, Abbett & Co. LLC 0.04% Add +11.2% 64,127 $12.0M
Banque Transatlantique SA 0.26% New 63,714 $11.9M
DJE Kapital AG 0.22% New 62,650 $11.9M
Sphera Funds Management LTD. 1.70% No change 62,530 $11.9M
Worldquant Millennium Advisors LLC 0.04% Reduce -37.5% 62,992 $11.8M
Smith Salley Wealth Management 0.50% Reduce -11.2% 61,200 $11.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -11.1% 60,478 $11.4M
Penobscot Investment Management Company, Inc. 0.78% Add +20.1% 60,174 $11.4M
Banque Cantonale Vaudoise 0.48% New 60,462 $11.3M
Generate Investment Management Ltd 0.46% New 58,838 $11.2M
Zevin Asset Management LLC 1.56% Reduce -7.3% 58,678 $11.1M
CIBC Asset Management Inc 0.02% Reduce -16.4% 58,291 $11.1M
Altrius Capital Management Inc 2.09% Add +4.5% 57,997 $11.0M
Value Partners Investments Inc. 0.76% Reduce -0.3% 58,251 $10.9M
Azimuth Capital Investment Management LLC 0.37% Reduce -2.1% 57,300 $10.9M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -19.5% 56,459 $10.7M
Prospera Financial Services Inc 0.16% Add +1.5% 56,268 $10.7M
Dodge & Cox 0.01% Reduce -2.6% 55,949 $10.6M
Stephens Inc. 0.12% Add +364.2% 53,960 $10.4M
Hilton Capital Management, LLC 0.70% Reduce -27.6% 53,609 $10.2M
Ensign Peak Advisors, Inc 0.02% Add +0.7% 54,111 $10.1M
Park Avenue Securities LLC 0.06% Add +2.0% 53,856 $10.1M
Vident Advisory, LLC 0.07% Add +84.4% 51,702 $9.8M
Ethic Inc. 0.12% New 51,420 $9.8M
Pinnacle Financial Partners, Inc. 0.07% Add +10.4% 51,065 $9.7M
Quadrant Capital Group LLC 0.26% Add +0.0% 50,534 $9.6M
Laird Norton Wetherby Trust Company, LLC 0.18% Reduce -1.5% 49,857 $9.5M
Anchor Capital Advisors LLC 0.27% Reduce -9.0% 49,828 $9.4M
Cibc World Market Inc. 0.02% Add +4.8% 48,924 $9.1M
Baron Capital (BAMCO) 0.01% Reduce -25.1% 47,835 $9.1M
Susquehanna International Group, LLP 0.01% Reduce -65.2% 47,532 $9.0M
Platinum Investment Management Ltd. 2.21% No change 48,088 $9.0M
Metis Global Partners, LLC 0.20% Add +6.5% 46,633 $8.7M
Kestra Advisory Services, LLC 0.03% Add +4.3% 45,717 $8.7M
Rwa Wealth Partners, LLC 0.08% Add +7.4% 45,390 $8.6M
GQG Partners LLC 0.02% Add +0.1% 45,569 $8.5M
Oliver Luxxe Assets LLC 1.25% New 45,272 $8.5M
Catalyst Funds Management Pty Ltd 0.48% Reduce -24.1% 44,699 $8.5M
Keybank National Association 0.03% Add +9.9% 44,144 $8.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.7% 43,416 $8.2M
WealthPlan Investment Management, LLC 0.40% Add +5.4% 42,598 $8.1M
Snowden Capital Advisors LLC 0.19% Add +125.2% 42,309 $8.0M
Howe & Rusling Inc. 0.46% Reduce -20.7% 42,193 $8.0M
Nixon Peabody Trust Co. 0.57% New 42,186 $8.0M
Covenant Asset Management, LLC 1.41% Reduce -4.5% 41,874 $7.9M
Lido Advisors, LLC 0.03% Reduce -2.3% 41,103 $7.8M
Federated Hermes, Inc. 0.01% Reduce -7.3% 40,408 $7.7M
Goelzer Investment Management, Inc. 0.33% Reduce -3.4% 40,260 $7.6M
Tudor Investment Corporation 0.03% New 39,644 $7.5M
NewEdge Advisors, LLC 0.02% Add +1.6% 39,462 $7.5M
Oxbow Advisors, LLC 0.62% Reduce -2.9% 39,379 $7.5M
SouthState Bank Corp 0.31% Add +9964.0% 39,753 $7.4M
Troy Asset Management Ltd 0.21% New 52,367 $7.4M
Turtle Creek Wealth Advisors, LLC 0.39% New 38,731 $7.3M
Elevation Point Wealth Partners, LLC 0.14% Reduce -14.3% 38,745 $7.3M
Triglav Investments, D.O.O. 0.38% Add +4.5% 38,280 $7.3M
Naviter Wealth, LLC 0.66% Add +22.4% 38,241 $7.3M
Bessemer Group Inc. 0.01% Reduce -10.9% 38,133 $7.2M
Eagle Global Advisors LLC 0.24% Add +0.3% 37,609 $7.1M
Boston Common Asset Management, LLC 0.42% Reduce -8.5% 37,467 $7.1M
S&co Inc. 0.41% Reduce -25.2% 37,990 $7.1M
Rossmore Private Capital 0.57% Add +12.3% 37,843 $7.1M
Henry James International Management Inc. 2.08% Reduce -4.8% 36,652 $6.9M
Pinkerton Wealth, LLC 0.58% New 34,253 $6.8M
Signaturefd, LLC 0.09% New 35,536 $6.7M
Caption Management, LLC 0.24% New 34,800 $6.6M
Axiom Investors LLC 0.06% New 34,746 $6.6M
Orca Wealth Management, LLC 3.95% Add +0.2% 34,716 $6.6M
True Freedom Investing, LLC 0.51% Reduce -0.5% 33,173 $6.5M
Americana Partners, LLC 0.15% Add +0.2% 34,739 $6.5M
Valicenti Advisory Services Inc. 1.23% Add +10.6% 34,485 $6.5M
Ritholtz Wealth Management 0.10% Reduce -17.4% 34,429 $6.5M
Simplify Asset Management Inc. 0.09% Add +32.4% 34,188 $6.5M
Te Ahumairangi Investment Management Ltd 1.04% Add +6.1% 34,479 $6.5M
Principal Securities, Inc. 0.08% Add +9.7% 33,467 $6.3M
NewEdge Wealth, LLC 0.06% Add +15.4% 33,124 $6.3M
DAVENPORT & Co LLC 0.03% Add +5.1% 32,897 $6.2M
Wilmington Savings Fund Society, FSB 0.14% Add +0.5% 32,878 $6.2M
Azzad Asset Management Inc. 0.55% Add +0.5% 32,868 $6.2M
RNC Capital Management LLC 0.25% Add +0.2% 32,535 $6.2M
Pittenger & Anderson Inc. 0.22% Reduce -0.0% 32,459 $6.2M
Timber Creek Capital Management LLC 1.26% New 32,445 $6.2M
Hendley & Co. Inc. 2.17% Add +0.1% 32,405 $6.1M
Evergreen Capital Management LLC 0.11% Reduce -2.8% 32,180 $6.1M
Ieq Capital, LLC 0.03% Reduce -10.6% 32,151 $6.1M
Arax Advisory Partners 0.04% Add +373.7% 31,841 $6.0M
Steward Partners Investment Advisory, LLC 0.03% Add +2.4% 31,394 $6.0M
Plato Investment Management Ltd 0.34% No change 31,725 $5.9M
Savant Capital, LLC 0.02% Add +278.8% 35,321 $5.8M
Vanguard Portfolio Management LLC 0.00% No change 31,205 $5.8M
D.A. Davidson & Co. 0.03% Add +36.6% 30,619 $5.8M
Private Advisor Group, LLC 0.03% Reduce -42.2% 30,398 $5.8M
Global Retirement Partners, LLC 0.09% — 30,381 $5.8M
Ramirez Asset Management, Inc. 0.60% Add +9.8% 30,192 $5.7M
Dymon Asia Capital (singapore) Pte. LTD. 0.92% Add +66.7% 30,000 $5.7M
DRW Securities, LLC 0.34% New 29,772 $5.6M
Patten Group, Inc. 0.88% Reduce -0.3% 29,983 $5.6M
Kennedy Capital Management LLC 0.10% Add +2.9% 29,684 $5.6M
Ingalls & Snyder LLC 0.15% Reduce -0.3% 29,529 $5.6M
Asio Capital, LLC 0.72% New 29,491 $5.6M
GLOBALT Investments LLC / GA 0.19% Reduce -2.1% 29,158 $5.5M
Concurrent Investment Advisors, LLC 0.05% Add +24.5% 29,072 $5.5M
Logan Capital Management Inc. 0.20% — 29,019 $5.5M
Westerkirk Capital Inc. 0.52% No change 28,729 $5.4M
Campbell & CO Investment Adviser LLC 0.28% Add +248.1% 29,025 $5.4M
Advisortrust Partners, LLC 1.83% Add +1952.5% 28,284 $5.4M
Brandywine Oak Private Wealth LLC 0.40% Reduce -2.4% 28,116 $5.3M
Bryn Mawr Trust Advisors, LLC 0.23% Add +0.1% 27,799 $5.3M
OpenArc Corporate Advisory, LLC 0.06% Add +4.0% 27,729 $5.3M
AIMZ Investment Advisors, LLC 1.42% Reduce -0.3% 27,221 $5.2M
Benjamin Edwards Inc. 0.05% Reduce -7.4% 27,067 $5.1M
Fiduciary Group, LLC 0.39% Reduce -0.1% 26,549 $5.0M
Brookmont Capital Management 2.69% Add +1.6% 26,436 $5.0M
Morton Community Bank 1.01% New 26,094 $4.9M
Aperture Investors, LLC 0.52% New 25,856 $4.9M
HB Wealth Management, LLC 0.03% New 25,953 $4.9M
Robbins Farley 1.87% Add +2.0% 25,635 $4.9M
Nwi Management LP 0.30% New 25,000 $4.7M
Novem Group 0.48% New 24,977 $4.7M
Aviso Financial Inc. 0.16% Add +5.0% 24,969 $4.7M
Naples Global Advisors, LLC 0.29% Reduce -1.4% 24,721 $4.7M
L & S Advisors Inc 0.48% Add +3.1% 24,346 $4.6M
Seascape Capital Management 1.10% Add +0.9% 24,305 $4.6M
James Investment Research, Inc. 0.46% Reduce -0.8% 23,867 $4.5M
Jane Street Group, LLC 0.00% Reduce -97.2% 23,711 $4.5M
Summit Financial, LLC 0.05% Add +26.5% 23,684 $4.5M
Crossmark Global Holdings, Inc. 0.06% New 23,619 $4.5M
Hantz Financial Services, Inc. 0.06% Reduce -10.0% 23,610 $4.5M
Clayton Partners LLC 2.89% Add +0.3% 23,212 $4.4M
Sound View Wealth Advisors Group, LLC 0.27% Reduce -0.1% 22,836 $4.3M
Composition Wealth, LLC 0.05% New 22,766 $4.3M
Bank Pictet & Cie (Europe) AG 0.08% Add +13.5% 22,759 $4.3M
Equitable Holdings, Inc. 0.03% Add +46.3% 22,135 $4.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +51.1% 21,789 $4.1M
Walleye Trading LLC 0.06% Add +714.4% 21,638 $4.1M
Cox Capital Mgt LLC 2.27% Reduce -0.2% 21,552 $4.1M
Madison Asset Management, LLC 0.05% Reduce -0.6% 21,310 $4.0M
Dynasty Wealth Management, LLC 0.03% Reduce -7.5% 20,986 $4.0M
HM Payson & Co. 0.05% Reduce -12.8% 20,928 $4.0M
Choreo, LLC 0.04% Reduce -5.9% 20,940 $4.0M
Sivik Global Healthcare LLC 3.00% No change 20,000 $3.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -9.2% 20,571 $3.9M
180 Wealth Advisors, LLC 0.39% New 20,498 $3.9M
Parr McKnight Wealth Management Group, LLC 0.46% Add +7.4% 20,406 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +0.2% 20,324 $3.9M
Mgo One Seven LLC 0.06% Reduce -12.2% 20,123 $3.8M
Ballentine Partners, LLC 0.05% Reduce -0.9% 20,071 $3.8M
Brevan Howard Capital Management LP 0.06% Add +198.6% 20,152 $3.8M
Arkadios Wealth Advisors 0.06% Reduce -8.7% 19,651 $3.7M
Summit Trail Advisors, LLC 0.05% Reduce -1.9% 19,747 $3.7M
Phoenix Financial Ltd. 0.02% Reduce -86.1% 19,365 $3.6M
Foundation Wealth Management, LLC\PA 1.10% Add +0.1% 19,136 $3.6M
Opal Capital LLC 0.64% New 18,998 $3.6M
TrueMark Investments, LLC 0.45% New 18,998 $3.6M
Kestra Private Wealth Services, LLC 0.04% Add +7.9% 18,910 $3.6M
GeoWealth Management, LLC 0.11% Reduce -10.3% 18,885 $3.6M
Pinnacle Associates Ltd. 0.04% Add +0.1% 18,854 $3.6M
First Foundation Advisors 0.13% Add +9.4% 18,550 $3.5M
Polen Capital Management LLC 0.03% Reduce -28.5% 18,621 $3.5M
GC Wealth Management RIA, LLC 0.20% Reduce -11.6% 18,143 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +3.7% 17,965 $3.4M
Channel Wealth LLC 0.76% Reduce -8.5% 17,823 $3.4M
Tealwood Asset Management Inc. 1.28% Reduce -0.1% 17,577 $3.3M
Blue Trust, Inc. 0.03% Add +24.2% 17,511 $3.3M
Bank Ozk 0.96% Add +3.9% 17,099 $3.2M
Financial Gravity Companies, Inc. 0.51% — 16,731 $3.2M
Nissay Asset Management Corp. /Japan 0.01% New 16,631 $3.2M
MAI Capital Management 0.01% Add +28.6% 16,531 $3.1M
United Capital Financial Advisors, LLC 0.02% Reduce -3.0% 16,476 $3.1M
Insigneo Advisory Services, LLC 0.12% Add +189.2% 16,641 $3.1M
Oarsman Capital, Inc. 0.33% Reduce -0.8% 16,428 $3.1M
Third View Private Wealth, LLC 0.38% Reduce -10.3% 16,205 $3.1M
Westview Management dba Westview Investment Advisors 1.49% Reduce -5.3% 16,099 $3.1M
SWP Investment Management LLC 2.11% Add +3.9% 16,095 $3.1M
EP Wealth Advisors, LLC 0.01% Add +10.3% 16,055 $3.0M
New England Research & Management, Inc. 1.17% Add +381.9% 15,893 $3.0M
Columbus Macro, LLC 0.29% Reduce -0.1% 15,923 $3.0M
Purpose Unlimited Inc. 0.11% Add +8.9% 15,503 $3.0M
Gabelli Funds LLC 0.02% Reduce -18.1% 15,650 $3.0M
Princeton Capital Management LLC 0.66% Add +19.2% 15,592 $2.9M
Verdence Capital Advisors LLC 0.15% Reduce -2.9% 15,469 $2.9M
LMR Partners LLP 0.03% Reduce -24.5% 15,425 $2.9M
Dillon & Associates Inc. 0.35% New 15,165 $2.9M
Level Four Advisory Services, LLC 0.08% Add +6.3% 15,186 $2.9M
Money Concepts Capital Corp. 0.13% Reduce -3.9% 15,188 $2.8M
Compound Planning, Inc. 0.07% Reduce -19.7% 14,917 $2.8M
FNY Investment Advisers, LLC 1.03% No change 200 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -24.3% 14,842 $2.8M
White Lighthouse Investment Management Inc. 0.35% New 14,790 $2.8M
Sterling Capital Management LLC 0.05% Add +8.9% 14,562 $2.8M
Commerce Bank 0.01% Add +3.6% 14,538 $2.8M
Marks Group Wealth Management, Inc 0.24% Reduce -21.5% 14,483 $2.7M
Vise Technologies, Inc. 0.03% New 14,219 $2.7M
Venturi Wealth Management, LLC 0.10% Reduce -3.9% 14,174 $2.7M
NTV Asset Management LLC 0.26% Reduce -2.6% 13,967 $2.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% Reduce -9.8% 13,830 $2.6M
Guggenheim Capital LLC 0.02% Reduce -3.5% 13,600 $2.6M
MMBG Investment Advisors Co. 0.20% Add +23.1% 13,514 $2.6M
Natural Investments, LLC 0.56% New 13,360 $2.5M
Great Lakes Retirement, Inc. 0.22% Reduce -0.5% 13,247 $2.5M
Fulcrum Wealth Advisors, LLC 1.92% Add +1.6% 13,245 $2.5M
Valley National Advisers Inc. 0.28% Reduce -2.1% 13,217 $2.5M
Picton Mahoney Asset Management 0.02% Add +18.8% 13,330 $2.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Reduce -0.2% 13,117 $2.5M
Cary Street Partners Financial LLC 0.05% Add +25.7% 13,070 $2.5M
Advisory Services Network, LLC 0.03% Add +9.1% 13,024 $2.5M
Vaughan Nelson Investment Management, L.P. 0.02% Add +25.3% 12,975 $2.5M
Citizens National Bank Trust Department 0.36% Add +0.8% 13,045 $2.4M
Merit Financial Group, LLC 0.01% Reduce -2.5% 12,770 $2.4M
Founders Financial Securities LLC 0.12% Reduce -19.4% 12,714 $2.4M
Verition Fund Management LLC 0.02% New 12,704 $2.4M
Mirabaud Asset Management Ltd 2.00% New 12,669 $2.4M
Aurora Investment Counsel 1.23% Reduce -1.7% 12,616 $2.4M
Greenleaf Trust 0.02% New 12,478 $2.4M
Burling Wealth Partners, LLC 0.35% Reduce -0.6% 12,476 $2.4M
Frank, Rimerman Advisors LLC 0.13% Reduce -1.3% 12,475 $2.4M
Wealthcare Advisory Partners LLC 0.04% Add +1.4% 12,112 $2.3M
Syon Capital LLC 0.10% Add +0.9% 12,068 $2.3M
Nicholas Hoffman & Company, LLC. 0.05% Add +0.1% 11,897 $2.3M
Exome Asset Management LLC 1.39% New 12,045 $2.3M
Farther Finance Advisors, LLC 0.02% New 11,882 $2.3M
Perigon Wealth Management, LLC 0.04% Reduce -0.1% 11,759 $2.2M
Daymark Wealth Partners, LLC 0.05% New 11,737 $2.2M
Karras Company, Inc. 2.00% New 11,623 $2.2M
Dorsey & Whitney Trust CO LLC 0.11% Add +0.1% 11,579 $2.2M
AdvisorNet Financial, Inc 0.10% Reduce -3.3% 11,574 $2.2M
McCarter Private Wealth Services LLC 0.76% New 11,543 $2.2M
ARGA Investment Management, LP 0.06% No change 11,643 $2.2M
Obermeyer Wealth Partners 0.09% Add +0.4% 11,635 $2.2M
AlphaCentric Advisors LLC 1.83% Add +1.4% 11,394 $2.2M
Oppenheimer & Co. Inc. 0.02% Reduce -0.3% 11,330 $2.1M
Qtron Investments LLC 0.28% Reduce -25.4% 11,190 $2.1M
GKV Capital Management Co., Inc. 0.68% Add +53.2% 11,245 $2.1M
Personal Cfo Solutions, LLC 0.30% Add +5.8% 11,123 $2.1M
Stablepoint Partners, LLC 0.29% Add +2.4% 11,000 $2.1M
First American Bank 0.12% Reduce -0.5% 10,959 $2.1M
Fifth Third Bancorp 0.00% Reduce -2.3% 10,955 $2.1M
Exchange Traded Concepts, LLC 0.01% Add +11.3% 10,931 $2.1M
J.W. Cole Advisors, Inc. 0.04% No change 10,930 $2.1M
Iams Wealth Management, LLC 0.62% Reduce -34.3% 10,885 $2.1M
Diversify Advisory Services, LLC 0.03% Add +355.8% 12,005 $2.0M
Diversify Wealth Management, LLC 0.03% Add +1.3% 12,005 $2.0M
Brian Low Financial Group, LLC 1.18% Add +16.9% 10,712 $2.0M
Rhumbline Advisers 0.00% Reduce -0.9% 10,654 $2.0M
World Investment Advisors 0.03% Reduce -25.4% 10,283 $2.0M
Xxi Wealth, LLC 0.93% Reduce -5.6% 10,619 $2.0M
Coldstream Capital Management Inc. 0.03% Add +15.6% 10,605 $2.0M
Altfest L J & Co. Inc. 0.19% Reduce -35.0% 10,599 $2.0M
Integrated Wealth Concepts LLC 0.01% Reduce -16.4% 10,593 $2.0M
Spartan Wealth Advisory Services LLC 0.16% Reduce -3.0% 10,586 $2.0M
Smartleaf Asset Management LLC 0.06% No change 10,439 $2.0M
Intrust Bank NA 0.15% Add +3.9% 10,427 $2.0M
Potomac Fund Management Inc. 0.05% No change 10,398 $2.0M
Vista Investment Management 0.60% Reduce -0.5% 10,398 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -10.4% 10,395 $2.0M
Brown Advisory Inc. 0.00% Add +0.1% 10,388 $2.0M
HRT Financial LP 0.00% Reduce -45.9% 10,334 $2.0M
Rehmann Capital Advisory Group 0.09% Add +46.9% 10,283 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +3.7% 10,147 $1.9M
Clearstead Advisors, LLC 0.02% Add +131.8% 10,161 $1.9M
Cadent Capital Advisors, LLC 0.40% New 10,077 $1.9M
Regions Financial Corp. 0.01% New 10,014 $1.9M
CENTRAL TRUST Co 0.03% Add +12.6% 9,945 $1.9M
Valeo Financial Advisors, LLC 0.04% Add +15.5% 9,817 $1.9M
Parrish Capital LLC 1.77% Reduce -16.2% 9,687 $1.8M
Cornerstone Planning, LLC 0.42% Add +2.7% 9,674 $1.8M
Checchi Capital Advisers, LLC 0.12% Add +0.1% 9,648 $1.8M
Harbour Investments, Inc. 0.02% Reduce -11.6% 9,609 $1.8M
Cresset Asset Management, LLC 0.01% Add +30.7% 9,415 $1.8M
Texas Bank & Trust Co 0.58% New 9,355 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.1% 9,308 $1.8M
TLWM 0.29% New 9,279 $1.8M
Hancock Whitney Corp. 0.03% Add +16.3% 9,155 $1.7M
Figure 8 Investment Strategies LLC 1.46% Add +3.4% 9,120 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.3% 9,057 $1.7M
Cookson Peirce & Co. Inc. 0.06% Add +4.9% 9,055 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +8.4% 8,968 $1.7M
Security National Bank 0.20% New 8,964 $1.7M
Modern Wealth Management, LLC 0.02% Add +338.2% 8,922 $1.7M
Sowell Financial Services LLC 0.06% Add +10.1% 8,906 $1.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.47% Add +34.9% 8,972 $1.7M
IHT Wealth Management, LLC 0.04% New 8,766 $1.7M
Diversified Trust Co. 0.03% Add +4.5% 8,701 $1.7M
Jain Global LLC 0.02% New 8,660 $1.6M
Sagespring Wealth Partners, LLC 0.03% Reduce -14.5% 8,616 $1.6M
Sapient Capital LLC 0.02% Add +136.7% 8,592 $1.6M
Caldwell Trust Co 0.13% Add +27.7% 8,454 $1.6M
Indivisible Partners 0.09% Add +16.1% 8,421 $1.6M
Alaethes Wealth, LLC 0.46% New 8,340 $1.6M
Fulton Bank, N.A. 0.05% Add +13.7% 8,294 $1.6M
Wealth Alliance, LLC 0.13% Reduce -5.5% 8,277 $1.6M
Monte Financial Group, LLC 0.50% Add +1.7% 9,226 $1.6M
Allworth Financial LP 0.01% Reduce -4.4% 8,091 $1.5M
PCM Encore, LLC 0.27% Reduce -0.3% 8,087 $1.5M
Ascent Group, LLC 0.05% Reduce -3.0% 8,010 $1.5M
Comprehensive Financial Consultants Institutional, Inc. 0.40% Add +2.2% 8,006 $1.5M
Parallel Advisors, LLC 0.02% Reduce -8.3% 7,997 $1.5M
Marietta Investment Partners LLC 0.26% New 7,929 $1.5M
IMC-Chicago, LLC 0.01% New 7,754 $1.5M
Hilltop National Bank 0.31% New 7,577 $1.4M
UMB Bank, n.a. 0.02% New 7,552 $1.4M
Proficio Capital Partners LLC 0.05% New 7,518 $1.4M
GAMMA Investing LLC 0.05% Reduce -1.9% 7,491 $1.4M
Klein Pavlis & Peasley Financial, Inc. 0.74% Add +5.2% 7,484 $1.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.49% No change 7,467 $1.4M
Lighthouse Investment Partners, LLC 0.04% Reduce -61.8% 7,381 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.51% Add +3.2% 7,369 $1.4M
Meridian Wealth Management, LLC 0.04% Reduce -0.7% 7,351 $1.4M
Wedbush Securities Inc. 0.04% Add +4.3% 7,267 $1.4M
Maseco LLP 0.04% Reduce -1.3% 7,316 $1.4M
Versant Capital Management, Inc 0.12% New 7,263 $1.4M
Quantitative Investment Management, LLC 0.15% Add +108.9% 7,176 $1.4M
Axxion S.A. 0.10% — 9,607 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.04% No change 7,025 $1.3M
Retirement Guys Formula LLC 0.50% Add +12.3% 7,056 $1.3M
Denali Advisors LLC 0.13% Reduce -4.0% 7,025 $1.3M
Lebenthal Global Advisors, LLC 0.18% Add +4.0% 7,016 $1.3M
Simplex Trading, LLC 0.03% Reduce -10.2% 6,963 $1.3M
PDS Planning, Inc 0.08% Reduce -0.6% 6,926 $1.3M
Carnegie Investment Counsel 0.03% No change 6,895 $1.3M
Optas, LLC 0.18% Add +0.3% 6,859 $1.3M
Cyndeo Wealth Partners, LLC 0.06% New 6,841 $1.3M
Moors & Cabot, Inc. 0.05% Reduce -0.7% 6,836 $1.3M
Icon Wealth Advisors, LLC 0.08% Add +30.4% 6,845 $1.3M
Advisory Resource Group 0.19% Add +31.6% 6,819 $1.3M
Signature Estate & Investment Advisors LLC 0.02% Add +21.3% 6,802 $1.3M
Avestar Capital, LLC 0.08% Add +5.4% 6,836 $1.3M
Malaga Cove Capital, LLC 0.41% Add +2.5% 6,791 $1.3M
Rexford Capital Inc. 0.78% Add +0.1% 6,735 $1.3M
Hohimer Wealth Management, LLC 0.13% No change 6,719 $1.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.40% Reduce -2.0% 6,717 $1.3M
Portside Wealth Group, LLC 0.15% Add +19.9% 6,707 $1.3M
Basecamp Wealth Advisors LLC 0.24% No change 6,666 $1.3M
AE Wealth Management LLC 0.01% Reduce -1.8% 6,665 $1.3M
Transcend Capital Advisors, LLC 0.09% Reduce -10.9% 6,659 $1.3M
Fiduciary Trust Co 0.01% Reduce -0.6% 6,755 $1.3M
Wealthspire Advisors, LLC 0.01% Add +71.6% 6,632 $1.3M
Leavell Investment Management, Inc. 0.05% Reduce -1.6% 6,562 $1.2M
Summit Global Investments 0.07% Add +71.0% 6,543 $1.2M
Ellevest, Inc. 0.15% Add +16.8% 6,725 $1.2M
London Co. of Virginia 0.01% No change 6,470 $1.2M
Mattson Financial Services, LLC 0.26% Add +3.0% 7,238 $1.2M
Cozad Asset Management Inc. 0.08% Reduce -0.2% 6,545 $1.2M
Mission Wealth Management, LP 0.02% Add +119.4% 6,410 $1.2M
IFP Advisors, Inc 0.02% Add +4.7% 6,357 $1.2M
Venture Visionary Partners LLC 0.03% Add +4.0% 6,353 $1.2M
Cooper Financial Group 0.10% New 6,342 $1.2M
Gateway Wealth Partners, LLC 0.07% Reduce -14.9% 6,327 $1.2M
Old National Bancorp 0.02% Add +21.5% 6,312 $1.2M
Clear Creek Financial Management, LLC 0.08% New 6,227 $1.2M
Elevated Private Wealth, LLC 1.12% — 6,226 $1.2M
Frec Markets, Inc. 0.10% Add +17.3% 6,171 $1.2M
Strategic Global Advisors, LLC 0.16% Add +62.8% 6,683 $1.2M
Ameritas Advisory Services, LLC 0.02% New 6,076 $1.2M
Huntington National Bank 0.01% Add +26.1% 6,040 $1.1M
Eastern Bank 0.02% New 6,092 $1.1M
Lionhunter Capital Management, LLC 0.51% — 6,000 $1.1M
Cherokee Insurance Co 0.44% No change 6,000 $1.1M
Laurion Capital Management LP 0.09% Reduce -36.8% 6,000 $1.1M
Graham Capital Management, L.P. 0.04% Add +226.6% 5,983 $1.1M
Trustmark Bank Trust Department 0.07% New 5,971 $1.1M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.72% Add +18.3% 6,063 $1.1M
Banque de Luxembourg S.A. 0.53% Add +12.0% 5,968 $1.1M
Bearing Point Capital, LLC 0.15% Add +1.4% 5,942 $1.1M
Hanson & Doremus Investment Management 0.11% Reduce -1.6% 5,916 $1.1M
Axxcess Wealth Management, LLC 0.02% New 5,892 $1.1M
Henshaw Capital LLC 0.04% No change 5,880 $1.1M
Employees Retirement System of Texas 0.01% New 5,872 $1.1M
Connable Office Inc. 0.10% Reduce -1.6% 5,848 $1.1M
Stockman Wealth Management, Inc. 0.11% Add +0.9% 5,841 $1.1M
Cinctive Capital Management LP 0.04% Reduce -81.3% 5,802 $1.1M
Circle Wealth Management, LLC 0.01% New 5,861 $1.1M
Mutual Advisors, LLC 0.02% Add +0.9% 5,778 $1.1M
Grove Bank & Trust 0.11% New 5,776 $1.1M
DE Burlo Group Inc. 0.20% Reduce -2.9% 5,753 $1.1M
Phillips Wealth Planners LLC 0.80% Reduce -0.1% 5,605 $1.1M
TD Private Client Wealth LLC 0.02% Reduce -36.1% 5,750 $1.1M
AMG National Trust Bank 0.02% Reduce -76.4% 5,635 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -4.2% 5,682 $1.1M
71 West Capital Partners 0.04% Add +96.9% 5,676 $1.1M
Advocate Group LLC 0.16% Reduce -5.5% 5,592 $1.1M
HSBC Holdings PLC 0.00% Reduce -11.9% 5,545 $1.0M
Empowered Funds, LLC 0.01% Reduce -71.6% 5,513 $1.0M
Sittner & Nelson, LLC 0.32% Add +0.5% 5,388 $1.0M
Oak Ridge Investments LLC 0.06% Reduce -89.1% 5,376 $1.0M
RB Capital Management, LLC 0.21% Add +0.2% 5,389 $1.0M
Hartford Funds Management Co LLC 0.08% Reduce -6.9% 5,435 $1.0M
Sage Rhino Capital LLC 0.17% Reduce -1.5% 5,336 $1.0M
Crumly & Associates Inc. 0.19% New 5,313 $1.0M
Kingsview Wealth Management, LLC 0.01% Reduce -6.8% 5,303 $1.0M
Community Bank & Trust, Waco, Texas 0.18% New 5,367 $1.0M
Athena Wealth Management, LLC 0.74% Reduce -45.5% 5,277 $1.0M
LMCG Investments, LLC 0.05% Reduce -5.1% 5,258 $997K
Aaron Wealth Advisors LLC 0.05% Reduce -20.9% 5,254 $996K
Intesa Sanpaolo Wealth Management 0.20% Add +68.8% 5,340 $995K
LVW Advisors, LLC 0.09% Reduce -17.3% 5,241 $994K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.2% 5,223 $990K
Chilton Investment Co. Inc. 0.02% Reduce -0.3% 5,268 $986K
Central Pacific Bank - Trust Division 0.10% New 5,179 $982K
Courier Capital LLC 0.05% Reduce -1.9% 5,104 $968K
Horizon Kinetics Asset Management LLC 0.01% Reduce -4.6% 5,015 $951K
Essex Financial Services, Inc. 0.05% Reduce -2.9% 4,976 $940K
Kingswood Wealth Advisors, LLC 0.04% Reduce -6.5% 4,927 $934K
Calydon Capital 0.14% No change 4,923 $933K
Sageworth Trust Co 0.04% New 4,858 $921K
VELA Investment Management, LLC 0.23% Reduce -26.4% 4,854 $920K
Procyon Advisors, LLC 0.04% Reduce -2.9% 4,845 $919K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +12631.6% 4,838 $917K
Prosperity Consulting Group, LLC 0.03% Add +78.1% 4,762 $903K
DCF Advisers, LLC 0.24% New 4,750 $901K
Koshinski Asset Management, Inc. 0.05% Add +0.5% 4,741 $899K
SG Americas Securities, LLC 0.00% Reduce -41.0% 4,728 $897K
Wedmont Private Capital 0.02% Reduce -10.9% 5,202 $893K
Stratos Wealth Partners, LTD. 0.01% Reduce -11.7% 4,702 $892K
Baader Bank Aktiengesellschaft 0.07% No change 4,699 $884K
Diversified Enterprises, LLC 0.04% Reduce -4.7% 4,654 $882K
B. Riley Wealth Advisors, Inc. 0.05% Add +11.2% 4,594 $877K
FWL Investment Management, LLC 0.16% Add +2.1% 4,601 $872K
Choate Investment Advisors 0.02% Reduce -2.0% 4,595 $870K
Advocate Investing Services LLC 0.66% No change 4,550 $863K
Baker Tilly Wealth Management, LLC 0.18% Add +1.5% 4,537 $860K
Simplicity Wealth,LLC 0.03% Add +23.4% 4,535 $860K
Burney Co./ 0.02% Add +1.1% 4,508 $855K
Farringdon Capital, Ltd. 0.42% Add +10.1% 4,495 $852K
Johnson Investment Counsel Inc. 0.01% Add +3.4% 4,469 $847K
Saranac Partners Ltd 0.27% Reduce -18.8% 4,522 $846K
Westover Capital Advisors, LLC 0.14% Reduce -0.1% 4,458 $845K
Hamel Associates, Inc. 0.23% Reduce -3.4% 4,456 $845K
Aries Wealth Management 0.16% Reduce -1.6% 4,486 $839K
FSM Wealth Advisors, LLC 0.09% Add +4.5% 4,421 $838K
Heritage Wealth Management, Inc. 0.21% New 4,415 $837K
Berman McAleer LLC 0.10% Add +1.3% 4,386 $832K
Glenview Trust Co 0.01% Add +10.0% 4,346 $824K
Presilium Private Wealth, LLC 0.13% New 4,342 $823K
Xcelsior Advisor Partners LLC 0.11% New 4,338 $823K
AlphaCore Capital LLC 0.01% Add +20.3% 4,299 $815K
Confluence Wealth Services, Inc. 0.02% New 4,292 $814K
Advisors Capital Management, LLC 0.01% Add +2.7% 4,287 $813K
Kathmere Capital Management, LLC 0.04% Reduce -25.1% 4,257 $807K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -97.0% 4,312 $806K
LDIC Inc. 0.50% — 4,212 $799K
Calamos Wealth Management LLC 0.02% Reduce -84.5% 4,208 $798K
Brighton Jones LLC 0.01% Add +7.4% 4,201 $797K
Thoroughbred Financial Services, LLC 0.04% Reduce -0.7% 4,202 $796K
Marshall Financial Group, LLC 0.11% New 4,153 $787K
Brookstone Capital Management 0.01% Add +252.6% 4,146 $786K
Key Financial Inc 0.13% Reduce -0.9% 4,187 $783K
Oakworth Capital, Inc. 0.04% No change 4,201 $781K
Bingham Private Wealth, LLC 0.54% Add +3.5% 4,104 $778K
Persistent Asset Partners Ltd 0.24% Add +228.3% 4,058 $769K
Beacon Investment Advisory Services, Inc. 0.03% No change 4,043 $767K
Marex Group Ltd 0.01% Add +109.3% 4,027 $764K
EPG Wealth Management LLC 0.18% Reduce -27.0% 4,026 $763K
Accurate Wealth Management, LLC 0.07% Add +0.7% 4,440 $763K
Five Oceans Advisors 0.24% Add +0.1% 4,009 $760K
Bank of Stockton 0.21% Add +1.7% 4,006 $760K
Ar Asset Management Inc. 0.14% No change 4,000 $758K
Kendall Capital Management 0.13% No change 3,976 $754K
Driehaus Capital Management LLC 0.00% No change 3,967 $752K
Accuvest Global Advisors 0.64% New 4,006 $749K
Skba Capital Management LLC 0.12% No change 3,930 $745K
Boothbay Fund Management, LLC 0.01% Add +1.1% 3,909 $741K
Bradley Foster & Sargent Inc. 0.01% Add +6.4% 3,851 $730K
Brown Financial Advisors 0.25% Reduce -0.5% 3,850 $730K
Trust Co. of Toledo NA 0.06% New 3,836 $727K
Roehl & Yi Investment Advisors, LLC 0.24% Add +3.4% 3,863 $727K
SFE Investment Counsel 0.10% No change 3,826 $725K
Guerra Pan Advisors, LLC 0.40% Reduce -19.8% 3,813 $723K
FDx Advisors, Inc. 0.22% Reduce -16.8% 3,788 $718K
AA Financial Advisors, LLC 0.09% Add +15.4% 3,773 $715K
Fca Corp. 0.18% No change 3,750 $711K
Zions Bancorporation, National Association 0.04% New 3,738 $709K
MOR Wealth Management, LLC 0.28% Reduce -11.7% 3,709 $703K
LVM Capital Management Ltd. 0.06% New 3,705 $703K
Miller Global Investments, LLC 0.58% New 3,706 $703K
Bridgewater Advisors Inc. 0.04% Reduce -3.8% 4,442 $702K
Monetary Management Group Inc. 0.14% Add +32.7% 3,650 $692K
One Wealth Advisors, LLC 0.08% Add +8.4% 3,637 $690K
First City Capital Management, Inc. 0.33% Reduce -0.7% 3,619 $686K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -0.4% 3,611 $685K
J.Safra Asset Management Corp 0.03% Reduce -30.8% 3,599 $682K
Columbia Asset Management 0.12% Reduce -14.3% 3,589 $681K
Banco Santander, S.A. 0.00% Reduce -37.3% 3,569 $677K
Independent Financial Group, LLC 0.01% Add +35.2% 3,608 $676K
Cohen Investment Advisors LLC 0.30% Add +1.3% 3,602 $674K
Windsor Capital Management, LLC 0.17% New 3,539 $671K
NorthCrest Asset Manangement, LLC 0.02% New 3,744 $668K
Aprio Wealth Management, LLC 0.03% Reduce -23.4% 3,524 $668K
First Manhattan Co. Llc. 0.00% No change 3,554 $665K
Williams Jones Wealth Management, LLC. 0.01% Add +12.4% 3,506 $665K
SeaCrest Wealth Management, LLC 0.07% Reduce -49.7% 3,504 $664K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -3.8% 3,505 $664K
Profund Advisors LLC 0.02% Reduce -2.8% 3,499 $663K
Advyzon Investment Management, LLC 0.05% Reduce -19.0% 3,495 $662K
Stock Yards Bank & Trust Co. 0.02% Reduce -3.1% 3,484 $661K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -2.1% 3,478 $659K
Norden Group LLC 0.05% Reduce -5.8% 3,475 $659K
Chung Wu Investment Group, LLC 0.43% New 3,475 $659K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -6.9% 3,467 $657K
NorthRock Partners, LLC 0.01% Add +3.7% 3,462 $657K
Nwam LLC 0.03% Reduce -19.1% 3,458 $656K
CreativeOne Wealth, LLC 0.01% New 3,434 $651K
S Harris Financial Group, LLC 0.50% Add +4.4% 3,425 $649K
Traveka Wealth, LLC 0.22% Reduce -0.0% 3,416 $648K
HBK Sorce Advisory LLC 0.01% Reduce -0.3% 4,005 $647K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.9% 3,406 $646K
Foster Victor Wealth Advisors, LLC 0.03% Add +22.2% 3,899 $641K
Krilogy Financial LLC 0.02% Add +0.5% 3,357 $637K
AlTi Global, Inc. 0.01% New 3,371 $636K
Moneco Advisors, LLC 0.04% Add +3.1% 3,336 $633K
Vertrix Wealth Management, LLC 0.21% Add +1.1% 3,334 $632K
VestGen Advisors, LLC 0.02% Reduce -9.9% 3,325 $630K
Yousif Capital Management, LLC 0.01% Reduce -75.1% 3,302 $626K
NWF Advisory Services Inc. 0.06% Reduce -4.4% 3,332 $623K
Sagewood Asset Management LP 0.14% No change 3,280 $622K
Transamerica Financial Advisors, LLC 0.05% Add +2.8% 3,264 $619K
SBI Securities Co., Ltd. 0.01% Add +2.9% 3,256 $617K
Independent Advisor Alliance 0.01% Reduce -3.5% 3,250 $616K
Engineers Gate Manager LP 0.01% Reduce -65.2% 3,235 $613K
West Family Investments, Inc. 0.18% Reduce -54.6% 3,229 $612K
Pekin Hardy Strauss, Inc. 0.05% Reduce -5.8% 3,262 $610K
Madson Wealth Advisors Inc 0.41% Add +24.5% 3,218 $610K
Centaurus Financial, Inc. 0.02% Add +5.0% 3,203 $607K
Main Street Financial Solutions, LLC 0.04% Add +6.4% 3,152 $598K
Midwest Trust Co 0.01% Add +22.0% 3,113 $590K
LaSalle St. Investment Advisors, LLC 0.07% Add +11.9% 3,110 $590K
Providence First Trust Co 0.16% Add +8.6% 3,092 $583K
BKM Wealth Management, LLC 0.21% Add +11.1% 3,070 $582K
Cromwell Holdings LLC 0.26% No change 3,059 $580K
Avantra Family Wealth, Inc. 0.37% Reduce -7.6% 3,057 $580K
Keel Point, LLC 0.03% Add +7.6% 3,042 $577K
Great Valley Advisor Group, Inc. 0.01% Add +0.6% 3,036 $576K
denkapparat Operations GmbH 0.19% Add +21.0% 3,060 $572K
Quantum Portfolio Management LLC 0.21% Reduce -3.9% 3,012 $571K
Abel Hall, LLC 0.10% Reduce -54.9% 3,006 $570K
Atlas Capital Advisors Inc. 0.06% Add +23.7% 2,976 $564K
1248 Management, LLC 0.22% No change 2,976 $564K
Jacobi Capital Management LLC 0.03% No change 2,954 $560K
Clean Yield Group 0.14% No change 2,950 $559K
Tower Research Capital LLC (TRC) 0.01% Reduce -96.3% 2,947 $559K
Westwood Holdings Group Inc. 0.00% Add +17.6% 2,985 $559K
New Republic Capital, LLC 0.13% Add +8.0% 2,942 $558K
Grandfield & Dodd, LLC 0.03% Reduce -6.7% 2,935 $557K
Howland Capital Management LLC 0.02% Reduce -2.3% 2,930 $556K
Family Capital Management, Inc. 0.22% Add +13.8% 2,926 $555K
Ninety One SA (Pty) Ltd 0.03% Reduce -26.7% 2,963 $555K
Spinnaker Investment Group, LLC 0.09% Add +3.8% 2,899 $550K
McLean Asset Management Corp 0.07% Reduce -5.2% 3,240 $550K
Flagship Harbor Advisors, LLC 0.02% Reduce -3.5% 2,895 $549K
Everpar Advisors LLC 0.16% Reduce -2.4% 2,894 $549K
Kintra Wealth, LLC 0.03% Add +32.9% 3,468 $545K
Breakwater Capital Group 0.07% Reduce -1.1% 2,866 $543K
Anchyra Partners LLC 0.13% Reduce -4.7% 2,861 $543K
Ashton Thomas Private Wealth, LLC 0.01% Add +23.1% 2,872 $542K
Sentinel Trust Co. Lba 0.05% No change 2,854 $541K
True North Advisors, LLC 0.05% Add +1.2% 2,850 $540K
Csenge Advisory Group 0.02% Add +2.3% 2,853 $540K
Alhambra Investment Management LLC 0.23% Add +2.0% 2,840 $539K
Advisor Resource Council 0.18% New 2,824 $537K
Lanark Financial, Inc. 0.04% Add +67.4% 2,826 $536K
44 Wealth Management LLC 0.18% Reduce -56.9% 2,817 $534K
Essex Bank 0.12% Add +7.7% 2,816 $534K
Gratus Wealth Advisors, LLC 0.07% Add +2.5% 2,807 $532K
SVB Wealth LLC 0.03% Reduce -0.5% 2,806 $532K
First Citizens Bank & Trust Co. 0.01% Add +25.5% 2,753 $522K
Ewa, LLC 0.09% Add +66.8% 2,740 $520K
National Philanthropic Trust 0.01% Add +16.8% 2,734 $518K
Cornerstone Wealth Management, LLC 0.02% Add +35.4% 2,730 $518K
PFG Investments, LLC 0.02% Add +6.9% 2,725 $517K
OneAscent Financial Services LLC 0.02% Add +1.3% 2,724 $517K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 2,707 $513K
Signal Advisors Wealth, LLC 0.03% Add +10.0% 2,706 $513K
Canopy Partners, LLC 0.15% Reduce -0.7% 2,702 $512K
Savvy Advisors, Inc. 0.01% Add +13.4% 2,691 $510K
IFG Advisory, LLC 0.02% New 2,657 $504K
Smith, Moore & Co. 0.03% New 2,644 $501K
Avity Investment Management Inc. 0.03% Add +14.6% 2,635 $500K
Meadowbrook Advisors Group, LLC 0.27% Add +40.0% 2,633 $499K
Archford Capital Strategies, LLC 0.05% New 2,652 $498K
Nilsine Partners, LLC 0.03% Add +1.3% 2,617 $496K
Mosaic Financial Group, LLC 0.32% No change 2,601 $493K
EverSource Wealth Advisors, LLC 0.02% Reduce -29.6% 2,588 $491K
OneAscent Family Office, LLC 0.25% Add +47.9% 2,581 $489K
Seeds Investor LLC 0.05% Reduce -34.3% 2,548 $483K
Arista Wealth Management, LLC 0.05% No change 2,536 $481K
May Hill Capital, LLC 0.10% Reduce -6.0% 2,535 $481K
Abacus Wealth Partners, LLC 0.05% Reduce -61.5% 2,507 $475K
PAX Financial Group, LLC 0.07% New 2,504 $475K
JFS Wealth Advisors, LLC 0.02% No change 2,497 $473K
Hardy Reed LLC 0.03% Reduce -0.2% 2,496 $473K
Old Port Advisors 0.09% New 2,493 $473K
Meadow Creek Wealth Advisors LLC 0.29% Add +3.1% 2,491 $472K
Pure Financial Advisors, LLC 0.01% Add +3.7% 2,475 $469K
Peregrine Asset Advisers, Inc. 0.10% No change 2,450 $465K
XML Financial, LLC 0.03% Reduce -5.8% 2,449 $464K
Joel Isaacson & Co., LLC 0.01% Add +0.8% 2,432 $461K
Pine Valley Investments Ltd Liability Co 0.02% No change 2,426 $460K
Astoria Portfolio Advisors LLC. 0.08% Add +18.3% 2,426 $460K
Argent Trust Co 0.01% Reduce -2.2% 2,421 $459K
Connecticut Wealth Management, LLC 0.02% No change 2,418 $459K
Visionary Wealth Advisors 0.02% Add +0.2% 2,410 $457K
Avior Wealth Management, LLC 0.01% New 2,407 $456K
Sageworth Trust Co of South Dakota 0.28% New 2,405 $456K
Optivise Advisory Services LLC 0.23% Add +2.1% 2,400 $455K
Aptus Capital Advisors, LLC 0.00% Reduce -7.5% 2,396 $454K
Sigma Planning Corp 0.01% Reduce -71.7% 2,391 $453K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -15.9% 2,381 $451K
Angeles Wealth Management, LLC 0.02% Add +9.5% 2,383 $451K
MW Advisory, LLC 0.18% — 2,376 $451K
55 North Private Wealth, LLC 0.09% New 2,374 $450K
Redwood Investment Management, LLC 0.04% No change 2,373 $450K
Cetera Trust Company, N.A 0.23% New 2,369 $449K
Certior Financial Group, LLC 0.25% New 2,359 $447K
Aspen Grove Capital, LLC 0.06% Reduce -6.0% 2,371 $447K
Advisors Management Group Inc. 0.07% Reduce -0.9% 2,355 $446K
Bellecapital International Ltd. 0.07% Reduce -6.8% 2,387 $446K
Kondo Wealth Advisors, Inc. 0.15% Reduce -0.0% 2,351 $446K
Braeburn Wealth Management LLC 0.19% Add +3.4% 2,343 $444K
Keudell/Morrison Wealth Management 0.08% No change 2,343 $444K
Hamilton Wealth, LLC 0.08% Reduce -27.4% 2,329 $442K
Moody National Bank Trust Division 0.04% New 2,313 $439K
Strategic Investment Solutions, Inc. 0.10% No change 2,288 $434K
Riversedge Advisors, LLC 0.06% Reduce -17.5% 2,280 $432K
Private Trust Co. NA 0.03% New 2,309 $432K
Zhang Financial LLC 0.01% No change 2,270 $430K
Xponance LLC 0.00% Reduce -21.8% 2,265 $429K
Thrive Wealth Management, LLC 0.06% New 2,264 $429K
Moneta Group Investment Advisors LLC 0.00% Add +17.7% 2,254 $427K
King Luther Capital Management Corp. 0.00% Reduce -1.3% 2,250 $427K
Monument Capital Management 0.09% Add +16.3% 2,243 $425K
Opal Wealth Advisors, LLC 0.09% Add +1.3% 2,227 $422K
DeDora Capital, Inc. 0.09% Reduce -0.3% 2,226 $422K
Certuity, LLC 0.02% Reduce -5.6% 2,430 $420K
Range Advisory, LLC 0.05% Add +72.6% 2,207 $418K
GDS Wealth Management 0.02% New 2,205 $418K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.5% 2,202 $418K
Thrive Capital Management, LLC 0.08% Reduce -2.1% 2,189 $415K
Chevy Chase Trust Holdings, LLC 0.00% Add +20.0% 2,187 $415K
Capital Asset Advisory Services LLC 0.01% Reduce -5.2% 2,184 $414K
Pines Wealth Management, LLC 0.12% Reduce -13.0% 2,176 $413K
EJMK Ventures LLC 0.19% Reduce -34.3% 2,167 $411K
Keenan, LLC 0.29% Reduce -4.5% 2,163 $410K
Drive Wealth Management, LLC 0.07% Add +17.9% 2,156 $409K
Thompson Siegel & Walmsley LLC 0.01% No change 2,152 $408K
Baker Avenue Asset Management, LP 0.01% New 2,147 $407K
Lynx Investment Advisory 0.13% Add +72.1% 2,144 $407K
Frederick Financial Consultants, LLC 0.17% New 2,144 $407K
Fidelis Capital Partners, LLC 0.02% Reduce -5.6% 2,142 $406K
Pointe Capital Management LLC 0.18% Reduce -21.5% 2,170 $406K
Patriot Investment Management Group, Inc. 0.02% No change 2,138 $405K
Heritage Family Offices, LLP 0.16% Reduce -29.4% 2,136 $405K
Pacific Excel Wealth Advisors, Inc. 0.16% Reduce -31.2% 2,136 $405K
Widmann Financial Services, Inc. 0.22% Reduce -1.6% 2,132 $404K
Seven Mile Advisory 0.27% Add +0.8% 2,129 $404K
Center For Asset Management LLC 0.18% Add +5.0% 2,121 $402K
Gallacher Capital Management LLC 0.23% Reduce -47.6% 2,120 $402K
Howard Financial Services, LTD. 0.04% New 2,120 $402K
Alta Capital Management LLC/ 0.03% Reduce -0.2% 2,106 $399K
Voya Financial Advisors, Inc. 0.04% Reduce -15.6% 2,105 $399K
Cora Capital Advisors LLC 0.11% New 2,125 $398K
First Financial Bank - Trust Division 0.03% New 2,098 $398K
Clearstead Trust, LLC 0.05% No change 2,089 $396K
Smithfield Trust Co 0.02% No change 2,117 $396K
Hilltop Holdings Inc. 0.03% New 2,093 $394K
Cypress Wealth Services, LLC 0.05% Reduce -0.7% 2,069 $392K
SFG Wealth Management, LLC. 0.14% No change 2,059 $390K
Traub Capital Management LLC 0.35% No change 2,058 $390K
Foster Group, Inc. 0.01% New 2,053 $389K
Rosenberg Matthew Hamilton 0.07% New 2,051 $389K
Affinity Wealth Management LLC 0.05% Reduce -2.4% 2,048 $388K
Murphy & Mullick Capital Management Corp 0.24% No change 2,047 $388K
Foundations Investment Advisors, LLC 0.00% Add +41.1% 2,035 $386K
Vantus Wealth LLC 0.21% — 2,032 $385K
Cove Private Wealth, LLC 0.07% Add +1.6% 2,031 $385K
Fairvoy Private Wealth, LLC 0.08% Reduce -0.8% 2,027 $384K
Holistic Financial Partners 0.23% Add +3.6% 2,026 $384K
Haverford Trust Co 0.00% Reduce -48.2% 2,026 $384K
Gotham Asset Management 0.00% New 2,007 $381K
Wealth Dimensions Group, Ltd. 0.07% No change 2,002 $380K
Borer Denton & Associates, Inc. 0.12% Add +24.0% 2,017 $378K
StoneX Group Inc. 0.02% New 1,995 $377K
R Squared Ltd 0.20% Reduce -27.0% 1,987 $377K
Net Worth Advisory Group 0.09% Add +1.9% 1,987 $377K
Barry Investment Advisors, LLC 0.08% No change 1,980 $375K
Integrity Alliance, Llc. 0.01% Reduce -15.8% 1,977 $374K
RiverFront Investment Group, LLC 0.00% Add +14.4% 1,974 $374K
Ameriflex Group, Inc. 0.15% Add +4.7% 1,973 $374K
KDT Advisors, LLC 0.52% No change 1,995 $374K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -1.6% 1,966 $373K
Meyer Handelman Co. 0.01% No change 1,962 $372K
SageView Advisory Group, LLC 0.01% Reduce -0.4% 1,954 $371K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -10.5% 1,953 $370K
Integrated Advisors Network LLC 0.02% Reduce -16.1% 1,947 $369K
STG Securities, LLC 0.40% — 1,942 $368K
Argos Wealth Advisors, LLC 0.10% Add +3.9% 1,939 $368K
Axis Wealth Partners, LLC 0.18% Reduce -1.7% 1,936 $367K
Souders Financial Advisors 0.04% Reduce -3.8% 1,928 $366K
Canal Capital Management, LLC 0.04% Reduce -1.3% 1,927 $365K
First Long Island Investors, LLC 0.03% No change 1,920 $364K
Cordatus Wealth Management LLC 0.08% Add +7.9% 1,920 $364K
Capital Investment Management, Inc. 0.11% Reduce -1.6% 1,905 $361K
Rossby Financial, LCC 0.07% Reduce -7.2% 1,904 $361K
Modera Wealth Management, LLC 0.00% Add +22.9% 1,892 $359K
Magnus Financial Group LLC 0.03% No change 1,877 $356K
Davis R M Inc. 0.01% Add +8.7% 1,871 $355K
Cerro Pacific Wealth Advisors LLC 0.08% Add +10.6% 1,851 $351K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.8% 1,845 $350K
Inscription Capital, LLC 0.03% Add +55.5% 1,832 $347K
BridgePort Financial Solutions, LLC 0.09% Reduce -3.4% 1,830 $347K
Greatmark Investment Partners, Inc. 0.04% No change 1,821 $345K
Hudock, Inc. 0.04% New 1,838 $345K
Old North State Trust, LLC 0.18% Add +12.0% 1,839 $344K
Legacy Capital Group California, Inc. 0.10% Add +1.9% 1,814 $344K
Davis Investment Partners, LLC 0.10% New 1,806 $342K
Permanens Capital L.P. 0.04% New 1,802 $342K
Avidian Wealth Enterprises, LLC 0.01% Reduce -4.9% 1,798 $341K
PUREfi Wealth, LLC 0.19% Add +39.9% 1,788 $339K
Veery Capital, LLC 0.09% New 1,787 $339K
Great Diamond Partners, LLC 0.06% Reduce -8.5% 1,784 $338K
Wealth Management Associates, Inc. 0.09% No change 1,780 $338K
Triad Wealth Partners, LLC 0.02% Add +8.8% 2,131 $337K
TIAA Wealth Investment Management LLC 0.00% Add +7.0% 1,773 $336K
PFG Private Wealth Management, LLC 0.15% Add +5.5% 1,770 $336K
Cambria Investment Management, L.P. 0.02% New 1,762 $334K
Cordoba Advisory Partners LLC 0.07% New 1,758 $333K
HighPoint Advisor Group LLC 0.01% Add +11.4% 1,753 $332K
August Group Capital Ltd 0.36% Reduce -11.1% 1,753 $332K
Uhlmann Price Securities, LLC 0.01% Reduce -12.5% 1,751 $332K
Simon Quick Advisors, LLC 0.01% Reduce -5.6% 1,747 $331K
IMA Advisory Services, Inc. 0.02% Add +243.8% 1,743 $331K
Harbor Investment Advisory, LLC 0.02% Add +17.4% 1,766 $330K
Legal Advantage Investments, Inc. 0.12% No change 1,737 $329K
Klingman & Associates, LLC 0.01% Add +10.0% 1,731 $328K
Root Financial Partners, LLC 0.01% Add +4.8% 1,729 $328K
Northcape Wealth Management, LLC 0.09% No change 1,725 $327K
Strategic Advisors LLC 0.07% Reduce -0.9% 1,724 $327K
Sovran Advisors, LLC 0.02% Reduce -33.3% 1,885 $325K
PFG Advisors 0.02% Reduce -6.9% 1,713 $325K
Impact Capital Partners LLC 0.09% Reduce -2.9% 1,705 $323K
South Street Advisors LLC 0.04% Reduce -17.6% 1,700 $322K
Greenspring Advisors, LLC 0.02% Add +21.9% 1,685 $319K
Odyssey Capital Advisors, Inc. 0.23% No change 1,683 $319K
Gladstone Institutional Advisory LLC 0.01% New 1,683 $319K
Texas Capital Bank Wealth Management Services Inc 0.02% No change 1,705 $319K
International Assets Investment Management, LLC 0.02% Add +30.7% 1,729 $318K
Cannell & Spears LLC 0.01% No change 1,666 $316K
SmartHarvest Portfolios, LLC 0.10% Reduce -0.6% 1,666 $316K
Paladin Wealth, LLC 0.18% Add +12.9% 1,657 $314K
Advisor OS, LLC 0.02% Reduce -3.8% 1,653 $313K
Northstar Financial Companies, Inc. 0.21% Reduce -13.9% 1,652 $313K
Tiller Private Wealth, Inc. 0.10% No change 1,649 $313K
Lavaca Capital LLC 0.03% Add +1548.0% 1,648 $312K
Sivia Capital Partners, LLC 0.04% No change 1,646 $312K
Balefire, LLC 0.05% Reduce -29.5% 1,645 $312K
Marble Wealth, LLC 0.05% No change 1,643 $311K
Perennial Investment Advisors, LLC 0.02% Add +3.0% 1,642 $311K
Livet Wealth, LLC 0.18% Reduce -1.5% 1,640 $311K
West Michigan Advisors, LLC 0.06% Reduce -0.1% 1,636 $310K
Facet Wealth, Inc. 0.00% Add +14.9% 1,627 $309K
LRI Investments, LLC 0.02% Reduce -24.1% 1,646 $308K
Veracity Capital LLC 0.08% New 1,623 $308K
Legacy Wealth Management, LLC / MS 0.08% New 1,623 $308K
Freestone Capital Holdings, LLC 0.01% Add +14.9% 1,615 $306K
Meeder Advisory Services, Inc. 0.01% Add +40.2% 1,612 $306K
ROI Financial Advisors, LLC 0.16% Add +22.7% 1,607 $305K
Gateway Investment Advisers LLC 0.00% Reduce -17.3% 1,604 $304K
Interchange Capital Partners, LLC 0.06% New 1,617 $304K
Carret Asset Management, LLC 0.03% New 1,600 $303K
Summitry LLC 0.01% Add +6.1% 1,599 $303K
Caprock Group, LLC 0.01% New 1,579 $299K
KCM Investment Advisors LLC 0.01% No change 1,577 $299K
Resonant Capital Advisors, LLC 0.01% Reduce -56.2% 1,566 $297K
Verity Asset Management, Inc. 0.11% Reduce -7.3% 1,561 $296K
Sanchez Levi Garrett 0.16% No change 1,556 $295K
Advus Financial Partners, LLC 0.07% Reduce -11.7% 1,556 $295K
Mowery & Schoenfeld Wealth Management, LLC 0.40% No change 1,552 $294K
Finward Bancorp 0.22% No change 1,548 $294K
Laurel Oak Wealth Management, LLC 0.04% New 1,544 $293K
Camden National Bank 0.04% New 1,544 $293K
Endeavor Private Wealth, Inc. 0.07% New 1,541 $292K
E&G Advisors, LLC 0.06% Add +3.4% 1,541 $292K
Founders Financial Alliance, LLC 0.04% Add +9.9% 1,540 $292K
Sax Wealth Advisors, LLC 0.01% New 1,480 $292K
Soltis Investment Advisors LLC 0.02% Reduce -36.5% 1,537 $291K
Tanager Wealth Management LLP 0.03% Add +15.3% 1,550 $290K
Genesis Private Wealth, LLC 0.08% Add +16.2% 1,524 $289K
Oxford Financial Group, LTD. LLC 0.01% No change 1,522 $289K
Simmons Bank 0.02% Add +9.3% 1,514 $287K
Capital Investment Advisors, LLC 0.00% New 1,510 $286K
First Horizon Corp. 0.01% Reduce -9.6% 1,506 $286K
Hoxton Planning & Management, LLC 0.07% Add +2.7% 1,504 $285K
Apella Capital, LLC 0.00% Add +1.5% 1,474 $285K
CWA Asset Management Group, LLC 0.01% Add +6.7% 1,495 $283K
Tranquility Partners, LLC 0.10% Add +8.1% 1,492 $283K
Mather Group, Llc. 0.00% Add +2.8% 1,489 $282K
Encompass More Asset Management 0.04% Add +4.2% 1,482 $281K
Enterprise Financial Services Corp 0.11% Reduce -4.0% 1,473 $279K
17 Capital Partners, LLC 0.13% Add +3.1% 1,472 $279K
Lantz Financial LLC 0.05% New 1,467 $278K
CCM Investment Advisers LLC 0.02% Reduce -2.9% 1,450 $275K
Kovack Advisors, Inc. 0.01% Reduce -0.7% 1,485 $275K
Western Wealth Management, LLC 0.01% Add +0.1% 1,448 $275K
ANTIPODES PARTNERS Ltd 0.01% New 1,466 $274K
Tompkins Financial Corp. 0.02% New 1,445 $274K
FSB Premier Wealth Management, Inc. 0.08% Add +20.6% 1,437 $272K
Kera Capital Partners, Inc. 0.03% Reduce -32.4% 1,434 $272K
Granite Group Advisors, LLC 0.16% New 1,430 $271K
Ballast, Inc. 0.05% New 1,424 $270K
Copley Financial Group, Inc. 0.16% Reduce -36.6% 1,419 $269K
Childress Capital Advisors, LLC 0.04% Reduce -5.3% 1,418 $269K
Palladiem, LLC 0.26% No change 1,416 $269K
Manchester Capital Management LLC 0.03% No change 1,415 $268K
Palisade Capital Management, LP 0.01% Reduce -10.5% 1,412 $268K
Tepp RIA, LLC 0.18% Reduce -14.6% 1,400 $265K
Massachusetts Wealth Management 0.10% No change 1,400 $265K
Seven Fleet Capital Management LP 0.04% New 1,400 $265K
Wiregrass Investment Management LLC 0.18% New 1,394 $264K
Sfmg, LLC 0.02% Reduce -1.4% 1,394 $264K
Guardian Wealth Management, Inc. 0.13% Reduce -13.1% 1,392 $264K
FAS Wealth Partners, Inc. 0.01% No change 1,390 $264K
One Capital Management, LLC 0.01% No change 1,335 $263K
Agf Management Ltd. 0.00% Reduce -14.5% 1,387 $263K
Waystone Advisors LLC 0.20% Reduce -15.5% 1,386 $263K
Credit Industriel Et Commercial 0.05% Reduce -4.9% 1,407 $262K
WealthTrust Axiom LLC 0.06% No change 1,383 $262K
Armstrong, Fleming & Moore, Inc 0.09% No change 1,383 $262K
Lyell Wealth Management, LP 0.02% No change 1,377 $261K
MBL Wealth, LLC 0.02% No change 1,376 $261K
VestGen Investment Management 0.14% Reduce -4.2% 1,372 $260K
Sonoma Allocations LLC 0.08% New 1,408 $260K
Northwest Quadrant Wealth Management, LLC 0.05% No change 1,362 $258K
Chapin Davis, Inc. 0.05% Reduce -26.0% 1,357 $257K
Townsquare Capital LLC 0.05% Add +0.7% 1,354 $257K
Larson Financial Group LLC 0.01% Add +1.5% 1,354 $257K
Red Door Wealth Management, LLC 0.02% New 1,343 $255K
McAdam, LLC 0.01% Reduce -1.4% 1,338 $254K
Revolve Wealth Partners, LLC 0.03% New 1,337 $254K
Rodgers Brothers Inc. 0.02% Reduce -7.0% 1,330 $252K
LifeGuide Financial Advisors, LLC 0.07% New 1,328 $252K
Neville Rodie & Shaw Inc. 0.02% No change 1,318 $250K
Wellspring Financial Advisors, LLC 0.02% Reduce -22.9% 1,316 $249K
Navalign, LLC 0.06% No change 1,312 $249K
1ST Source Bank 0.01% New 1,311 $249K
Kestra Investment Management, LLC 0.00% New 1,295 $246K
Defined Wealth Management, LLC 0.13% Add +0.1% 1,293 $245K
Earned Wealth Advisors, LLC 0.02% Reduce -23.5% 1,288 $244K
Legacy Advisors, LLC 0.02% New 1,283 $243K
Evercore Wealth Management, LLC 0.00% No change 1,278 $242K
Ausdal Financial Partners, Inc. 0.01% Reduce -10.7% 1,273 $240K
Mayflower Financial Advisors, LLC 0.02% Add +4.9% 1,282 $240K
Saxony Capital Management, LLC 0.11% No change 1,275 $239K
Bay Capital Advisors, LLC 0.13% No change 1,256 $238K
Tobias Financial Advisors, Inc. 0.03% No change 1,251 $237K
Quotient Wealth Partners, LLC 0.01% Reduce -25.4% 1,246 $236K
Cornerstone Wealth Group, LLC 0.01% Add +10.8% 1,246 $236K
Alteri Wealth LLC 0.07% Reduce -29.6% 1,244 $236K
Asset Dedication, LLC 0.01% Reduce -9.4% 1,244 $236K
Owl Creek Wealth Partners LLC 0.07% Add +10.3% 1,241 $235K
George Kaiser Family Foundation 0.02% New 1,240 $235K
Prescott Group Capital Management, L.L.C. 0.02% New 1,240 $235K
Trust Point Inc. 0.02% New 1,238 $235K
RFG Advisory, LLC 0.00% Reduce -61.6% 1,237 $235K
4J Wealth Management LLC 0.12% No change 1,236 $234K
Vann Equity Management LLC 0.14% Add +1.3% 1,236 $234K
Garner Asset Management Corp 0.08% Reduce -14.5% 1,235 $234K
Keystone Financial Group 0.01% Reduce -0.4% 1,232 $234K
Ledyard National Bank 0.02% New 1,229 $233K
Twin Peaks Wealth Advisors, LLC 0.05% Add +37.0% 1,228 $233K
Quadrant Private Wealth Management, LLC 0.05% Add +0.3% 1,224 $232K
Abacus Planning Group, Inc. 0.03% New 1,223 $232K
Portfolio Design Labs, LLC 0.04% No change 1,220 $231K
Cowa, LLC 0.06% Reduce -1.3% 1,218 $231K
Aspiriant, LLC 0.01% Reduce -12.8% 1,217 $231K
Northstar Group, Inc. 0.03% Reduce -4.4% 1,216 $231K
KFA Private Wealth Group, LLC 0.06% Reduce -21.9% 1,212 $230K
Davidson Trust Co. 0.09% Add +14.9% 1,211 $230K
Wealthfront Advisers LLC 0.00% Add +2.7% 1,203 $228K
Wealth Alliance Advisory Group, LLC 0.03% New 1,200 $228K
Bedel Financial Consulting, Inc. 0.02% No change 1,200 $228K
Perpetual Ltd 0.00% Reduce -40.1% 1,191 $226K
Claro Advisors Inc. 0.02% Reduce -1.6% 1,185 $225K
Kapstone Financial Advisors LLC 0.09% New 1,184 $225K
Seed Wealth Management, Inc. 0.14% No change 1,170 $222K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% Add +2.4% 1,163 $221K
Acorn Creek Capital LLC 0.07% Reduce -2.8% 1,162 $220K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% New 1,159 $220K
Catalyst Financial Partners LLC 0.02% New 1,158 $220K
Legacy Wealth Advisors, LLC 0.09% Reduce -21.6% 1,172 $219K
Summit Wealth Group LLC / Co. 0.02% New 1,149 $218K
Keebeck Wealth Management 0.02% Reduce -5.1% 1,151 $217K
Balboa Wealth Partners 0.03% Reduce -5.3% 1,141 $216K
Fort Sheridan Advisors LLC 0.02% No change 1,140 $216K
bLong Financial, LLC 0.14% No change 1,138 $216K
NFSG Corp 0.03% Add +169.2% 1,128 $214K
Plan Group Financial, LLC 0.04% Reduce -40.1% 1,121 $213K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -3.8% 1,121 $213K
Alpha Family Trust 0.09% No change 1,120 $212K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -2.2% 1,120 $212K
Belpointe Asset Management LLC 0.01% New 1,119 $212K
Seelaus Asset Management LLC 0.15% New 1,120 $212K
Compass Ion Advisors, LLC 0.02% No change 1,110 $210K
BLVD Private Wealth, LLC 0.16% New 1,110 $210K
Cascade Financial Partners, LLC 0.02% Add +1.0% 1,109 $210K
Golden State Wealth Management, LLC 0.02% Add +19.1% 1,109 $210K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.13% No change 1,108 $210K
BIP Wealth, LLC 0.01% New 1,106 $210K
Aureus Asset Management, LLC 0.01% No change 1,105 $210K
Precision Wealth Strategies, LLC 0.06% Reduce -6.4% 1,104 $209K
American Trust 0.02% Reduce -2.6% 1,103 $209K
Hazlett, Burt & Watson, Inc. 0.06% Add +2.6% 1,107 $209K
Investment Management Trust, LLC 0.19% No change 1,096 $208K
RDA Financial Network 0.04% Add +1.4% 1,085 $206K
Providence Wealth Advisors, LLC 0.12% New 1,047 $205K
Tower Wealth Partners, Inc. 0.10% New 1,076 $204K
MPS Loria Financial Planners, LLC 0.05% Reduce -0.9% 1,070 $203K
Avid Wealth Partners LLC 0.10% Add +2.3% 1,068 $203K
Hidden Cove Wealth Management, LLC 0.11% New 1,065 $202K
Flagship Wealth Advisors, LLC 0.05% New 1,076 $201K
Lakeridge Wealth Management LLC 0.07% Reduce -0.8% 1,056 $200K
WPG Advisers, LLC 0.12% Reduce -12.1% 1,054 $200K
Knuff & Co LLC 0.05% New 1,050 $199K
Penserra Capital Management LLC 0.00% Add +7.0% 1,049 $198K
Salem Investment Counselors Inc. 0.00% No change 1,022 $194K
Quantbot Technologies LP 0.01% Add +154.2% 1,009 $191K
Strategic Investment Advisors / MI 0.01% Reduce -17.5% 1,002 $190K
Wilkerson Advisory Group LLC 0.06% Reduce -16.2% 974 $185K
Salomon & Ludwin, LLC 0.02% Add +48.8% 1,003 $184K
Crewe Advisors LLC 0.01% Add +3.2% 967 $183K
Capital Analysts, LLC 0.00% Add +18.2% 962 $181K
Financial Perspectives, Inc 0.04% No change 932 $177K
Capula Management Ltd 0.00% Add +458.6% 905 $172K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -0.1% 896 $170K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -6.9% 887 $168K
Parkside Financial Bank & Trust 0.01% Add +16.9% 879 $167K
Accent Capital Management, LLC 0.07% New 878 $166K
Continuum Advisory, LLC 0.01% New 875 $166K
Financial Consulate, Inc. 0.02% Reduce -0.3% 870 $165K
Foster Dykema Cabot & Partners, LLC 0.01% No change 820 $155K
Princeton Global Asset Management LLC 0.02% New 828 $155K
Manning & Napier Advisors LLC 0.00% New 801 $153K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -33.3% 804 $152K
Ancora Advisors LLC 0.00% Reduce -48.0% 798 $151K
Westside Investment Management, Inc. 0.02% No change 779 $148K
Avalon Trust Co 0.01% No change 774 $147K
Corient IA LP 0.13% Reduce -67.0% 765 $145K
Luken Investment Analytics, LLC 0.05% No change 750 $142K
Mb, Levis & Associates, LLC 0.05% New 745 $141K
Nisa Investment Advisors, LLC 0.00% Add +7.8% 721 $137K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -35.3% 719 $136K
Armstrong Advisory Group, Inc. 0.01% No change 715 $136K
Greykasell Wealth Strategies, Inc. 0.05% No change 690 $131K
Richardson Financial Services Inc. 0.07% Add +11.0% 677 $128K
Colonial Trust Co / SC 0.02% Reduce -3.4% 661 $126K
Rothschild Investment LLC 0.00% Reduce -4.0% 664 $126K
North Star Investment Management Corp. 0.01% Reduce -3.5% 656 $124K
Legacies Wealth LLC 0.07% No change 645 $122K
Investors Research Corp 0.02% New 642 $122K
Bruce G. Allen Investments, LLC 0.08% Add +2.1% 633 $120K
V-Square Quantitative Management LLC 0.01% Reduce -20.1% 631 $120K
McMillan Office, Inc. 0.01% No change 616 $117K
Towne Trust Company, N.A 0.04% No change 612 $116K
Hills Bank & Trust Co 0.00% New 602 $114K
Alerus Financial NA 0.00% New 586 $111K
Quent Capital, LLC 0.01% Add +6.7% 590 $111K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -5.8% 581 $110K
First Command Advisory Services, Inc. 0.00% Add +2236.0% 584 $109K
Tsfg, LLC 0.01% Add +3.8% 573 $109K
Bogart Wealth, LLC 0.00% Add +1.4% 569 $108K
New England Capital Financial Advisors LLC 0.03% No change 560 $106K
Axiom Investment Management LLC 0.07% Add +12.3% 557 $106K
Adirondack Trust Co. 0.03% Reduce -0.9% 543 $103K
Webster Bank, N. A. 0.01% New 541 $103K
Innovative Asset Advisors Group, LLC 0.04% Add +6.1% 540 $102K
Community Bank, N.A. 0.01% Add +11.8% 532 $101K
Center for Financial Planning, Inc. 0.01% No change 528 $100K
CoreCap Advisors, LLC 0.00% New 519 $98K
Aventura Private Wealth, LLC 0.03% Add +102.0% 507 $96K
Strengthening Families & Communities, LLC 0.02% No change 506 $96K
Southern Michigan Bank & Trust 0.03% No change 509 $95K
Hilton Head Capital Partners, LLC 0.05% New 499 $95K
Vanguard National Trust Co 0.01% No change 496 $94K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.6% 500 $93K
Physician Wealth Advisors, Inc. 0.01% Add +1.6% 492 $93K
Ares Financial Consulting, LLC 0.07% New 486 $92K
Anchor Investment Management, LLC 0.01% Add +11.0% 485 $92K
Centennial Bank 0.03% No change 480 $90K
Mechanics Financial Corp 0.03% No change 450 $84K
Cornerstone Planning Group LLC 0.01% Reduce -6.3% 477 $81K
Financial Management Professionals, Inc. 0.01% Add +1.9% 425 $81K
MTM Investment Management, LLC 0.02% New 424 $80K
Crews Bank & Trust 0.01% Reduce -7.1% 418 $79K
Indiana Trust & Investment Management Co 0.02% New 420 $79K
Quaker Wealth Management, LLC 0.02% No change 408 $77K
Highland Investment Advisors LLC 0.03% — 404 $77K
SHP Wealth Management 0.01% Reduce -2.4% 402 $76K
DHJJ Financial Advisors, Ltd. 0.02% No change 400 $76K
Silver Grove Financial Group, Inc. 0.04% New 398 $75K
General Partner, Inc. 0.04% No change 384 $73K
Premier Financial Group 0.01% New 375 $71K
Valley Wealth Managers, Inc. 0.00% No change 374 $71K
State of Wyoming 0.01% New 370 $70K
Keating Financial Advisory Services, Inc. 0.01% Add +951.4% 368 $70K
Heritage Wealth Advisors 0.00% Add +85.0% 357 $68K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.20% Reduce -65.5% 353 $67K
Concord Wealth Partners 0.01% New 335 $64K
Thompson Investment Management, Inc. 0.01% Add +3.5% 324 $61K
Highline Wealth Partners LLC 0.01% New 314 $59K
Pinnacle Bancorp, Inc. 0.01% New 291 $54K
Gables Capital Management Inc. 0.02% New 287 $54K
Ascentis Wealth Management, LLC 0.01% No change 280 $53K
GW&K Investment Management, LLC 0.00% New 282 $53K
Bollard Group LLC 0.00% No change 277 $52K
Entrust Financial LLC 0.03% No change 274 $52K
Signature Equity Partners, LLC 0.02% Reduce -3.2% 270 $51K
Archer Investment Corp 0.01% New 269 $51K
Dynamic Wealth Strategies, LLC 0.03% New 266 $50K
JNBA Financial Advisors 0.00% Add +10.4% 265 $50K
Rialto Wealth Management, LLC 0.01% Add +100.8% 251 $48K
St Germain D J Co. Inc. 0.00% Add +47.9% 247 $47K
Kozak & Associates, Inc. 0.01% No change 253 $47K
Raffa Wealth Management, LLC 0.01% Add +8.0% 243 $46K
Addison Advisors LLC 0.02% Reduce -72.3% 240 $46K
High Note Wealth, LLC 0.01% No change 239 $45K
Estabrook Capital Management 0.01% No change 237 $45K
Aventus Investment Advisors, Inc. 0.03% No change 235 $45K
SOA Wealth Advisors, LLC. 0.01% New 21,280 $43K
Dunhill Financial, LLC 0.01% Add +2575.0% 214 $40K
Cassaday & Co Wealth Management LLC 0.00% Reduce -9.5% 210 $39K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 207 $39K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -20.2% 206 $38K
Creative Financial Designs Inc. 0.00% Reduce -9.9% 199 $38K
Abound Wealth Management 0.01% Reduce -8.4% 197 $37K
Acumen Wealth Advisors, LLC 0.01% Add +43.1% 196 $37K
Avion Wealth 0.01% No change 197 $37K
Atlatl Advisers LLC 0.01% New 191 $36K
Triumph Capital Management 0.01% Reduce -1.0% 190 $36K
Allied Private Wealth LLC 0.02% — 186 $35K
Raleigh Capital Management Inc. 0.01% Reduce -5.6% 184 $35K
Truvestments Capital LLC 0.01% No change 182 $35K
Albion Financial Group 0.00% No change 181 $34K
Fiduciary Financial Advisors 0.00% New 183 $34K
Pacific Center for Financial Services 0.01% No change 175 $33K
JPL Wealth Management, LLC 0.01% Reduce -9.9% 173 $33K
Cape Investment Advisory, Inc. 0.01% New 168 $32K
Westfuller Advisors, LLC 0.01% Add +1.2% 168 $32K
GHP Investment Advisors, Inc. 0.00% Reduce -79.3% 166 $31K
BOK Financial Private Wealth, Inc. 0.00% Add +95.2% 164 $31K
Quarry LP 0.01% Reduce -15.4% 165 $31K
Bell Investment Advisors, Inc 0.00% Reduce -20.0% 160 $30K
Regatta Research & Money Management 0.03% — 160 $30K
Principia Wealth Advisory, LLC 0.01% Add +44.3% 153 $29K
TFC Financial Management, Inc. 0.00% No change 153 $29K
Roxbury Financial LLC 0.02% New 151 $29K
Hickory Point Bank & Trust 0.02% New 150 $28K
Whipplewood Advisors, LLC 0.02% Reduce -84.4% 149 $28K
Fourth Dimension Wealth, LLC 0.01% Add +45.9% 143 $27K
Park Place Capital Corp 0.00% New 140 $27K
True Wealth Design, LLC 0.01% No change 137 $26K
Nemes Rush Group LLC 0.00% New 135 $26K
Mascoma Wealth Management LLC 0.00% Add +1.5% 134 $25K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 134 $25K
Pingora Partners LLC 0.01% No change 125 $24K
Itau Unibanco Holding S.A. 0.00% New 122 $23K
1 North Wealth Services LLC 0.01% Add +12.2% 120 $23K
Synergy Investment Management, LLC 0.01% New 131 $23K
Measured Wealth Private Client Group, LLC 0.01% No change 117 $22K
Pin Oak Investment Advisors Inc. 0.02% Add +10.7% 114 $22K
Prosperity Bancshares Inc 0.01% Reduce -27.5% 116 $22K
American Capital Advisory, LLC 0.01% Reduce -4.2% 113 $21K
TD Capital Management LLC 0.00% No change 113 $21K
United Financial Planning Group LLC 0.01% New 111 $21K
Robinswood Financial LLC 0.01% No change 109 $21K
Kilter Group LLC 0.01% Add +1250.0% 108 $20K
Millstone Evans Group, LLC 0.01% New 107 $20K
Fairscale Capital, LLC 0.01% No change 106 $20K
Lloyd Advisory Services, LLC. 0.01% Add +54.4% 105 $20K
Cornerstone Financial Management LLC 0.02% Add +65.6% 101 $19K
Abound Financial, LLC 0.01% New 100 $19K
Costello Asset Management, INC 0.01% No change 100 $19K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 99 $19K
Corsicana & Co. 0.01% New 100 $19K
Morton Brown Family Wealth, LLC 0.00% No change 97 $18K
Arlington Trust Co LLC 0.00% New 97 $18K
Hughes Financial Services, LLC 0.00% No change 95 $18K
SJS Investment Consulting Inc. 0.00% Add +2225.0% 93 $18K
Core Capital Management & Research, inc. 0.01% — 100 $17K
Wiser Advisor Group LLC 0.02% No change 86 $16K
WealthCollab, LLC 0.01% Reduce -6.8% 82 $16K
Lodestone Wealth Management LLC 0.01% No change 81 $15K
Hoey Investments, Inc. 0.00% Add +2.7% 77 $15K
MV Capital Management, Inc. 0.00% No change 77 $15K
Vision Financial Markets LLC 0.01% No change 76 $14K
McDonald Partners LLC 0.00% New 75 $14K
MCF Advisors LLC 0.00% No change 75 $14K
First Community Trust NA 0.01% No change 75 $14K
Tripletail Wealth Management, LLC 0.02% New 71 $14K
Smallwood Wealth Investment Management, LLC 0.01% No change 71 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% New 66 $13K
Kennebec Savings Bank 0.01% New 65 $12K
Quest 10 Wealth Builders, Inc. 0.01% No change 61 $12K
Strive Financial Group ,LLC 0.00% No change 58 $11K
Valued Wealth Advisors LLC 0.00% No change 58 $11K
Consultiva Wealth Management, Corp. 0.02% No change 57 $11K
Bard Associates Inc. 0.00% New 56 $11K
PFS Partners, LLC 0.00% No change 55 $10K
NBH Bank 0.00% — 55 $10K
Washington Trust Advisors, Inc. 0.00% New 53 $10K
Wolff Wiese Magana LLC 0.00% No change 52 $10K
S&T Bank 0.00% New 51 $10K
Peterson Wealth Management 0.00% No change 50 $9K
First Pacific Financial 0.00% Reduce -44.0% 47 $9K
Commonwealth Retirement Investments LLC 0.00% New 47 $9K
Plante Moran Financial Advisors, LLC 0.00% New 47 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 46 $9K
Sachetta, LLC 0.00% No change 45 $9K
Olistico Wealth, LLC 0.00% New 44 $8K
Park Square Financial Group, LLC 0.07% Reduce -27.1% 43 $8K
CX Institutional 0.00% New 40 $8K
Downshift Financial, LLC 0.00% New 42 $8K
Peterson Wealth Services 0.00% New 42 $8K
Gleason Group, Inc. 0.00% New 40 $8K
Colonial Trust Advisors 0.00% No change 40 $8K
Burk Holdings LLC 0.00% No change 39 $7K
Global Trust Asset Management, LLC 0.00% New 39 $7K
Elevated Capital Advisors, LLC 0.00% No change 39 $7K
Stone House Investment Management, LLC 0.00% Add +2.6% 39 $7K
Maryland Capital Advisors Inc. 0.00% — 38 $7K
Minot DeBlois Advisors LLC 0.01% No change 37 $7K
Toth Financial Advisory Corp. 0.00% No change 37 $7K
Chesapeake Asset Management LLC 0.01% New 37 $7K
West Paces Advisors Inc. 0.00% New 36 $7K
Vermillion Wealth Management, Inc. 0.00% No change 34 $6K
Dogwood Wealth Management LLC 0.00% Add +28.0% 32 $6K
TOWER TRUST & INVESTMENT Co 0.00% Add +14.8% 31 $6K
Evolution Wealth Management Inc. 0.00% Add +45.0% 29 $5K
LifeSteps Financial, Inc. 0.00% New 29 $5K
St. Johns Investment Management Company, LLC 0.00% No change 29 $5K
PlanVest Financial, Inc 0.00% New 28 $5K
City Holding Co. 0.00% New 28 $5K
CVA Family Office, LLC 0.00% No change 28 $5K
Kingdom Financial Group LLC. 0.00% Reduce -60.3% 27 $5K
Security National Bank of Sioux City Iowa 0.00% New 27 $5K
Tidemark, LLC 0.00% No change 27 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -67.9% 27 $5K
HighMark Wealth Management LLC 0.00% Reduce -10.3% 26 $5K
Vision Retirement, LLC 0.00% No change 25 $5K
Evermay Wealth Management LLC 0.00% New 25 $5K
Tounjian Advisory Partners, LLC 0.00% New 24 $5K
Hager Investment Management Services, LLC 0.00% No change 24 $5K
Rakuten Securities, Inc. 0.00% New 23 $4K
Imprint Wealth LLC 0.02% No change 22 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 22 $4K
Halbert Hargrove Global Advisors, LLC 0.00% New 21 $4K
Creative Capital Management Investments LLC 0.00% Add +200.0% 21 $4K
Coastline Trust Co 0.00% New 21 $4K
DT Investment Partners, LLC 0.00% New 20 $4K
Hara Capital LLC 0.00% No change 20 $4K
Spectrum Wealth Advisory Group, LLC 0.00% New 20 $4K
Bayban 0.00% No change 20 $4K
Marshall Investment Management, LLC 0.00% New 19 $4K
Cedar Mountain Advisors, LLC 0.00% Reduce -24.0% 19 $4K
Trifecta Capital Advisors, LLC 0.00% New 19 $4K
Buck Wealth Strategies, LLC 0.00% New 19 $4K
Bfsg, LLC 0.00% No change 18 $3K
Decker Retirement Planning Inc. 0.00% No change 18 $3K
Essential Partners LLC 0.00% No change 17 $3K
MidFirst Bank 0.00% No change 17 $3K
Horizon Financial Services, LLC 0.00% New 16 $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
Monetary Solutions, Ltd 0.00% New 13 $2K
Wealth Enhancement Trust Services, Inc. 0.00% New 12 $2K
Coston, McIsaac & Partners 0.00% No change 15 $2K
CKW Financial Group 0.00% New 12 $2K
Mosley Wealth Management 0.00% New 10 $2K
Gold Investment Management Ltd. 0.00% No change 10 $2K
Copia Wealth Management 0.00% New 9 $2K
Delos Wealth Advisors, LLC 0.00% New 9 $2K
Solstein Capital, LLC 0.00% New 9 $2K
Benson Wealth Management INC 0.00% No change 8 $2K
Noble Wealth Management PBC 0.00% New 7 $1K
McGuire Capital Advisors Inc. 0.00% No change 6 $1K
Fortitude Family Office, LLC 0.00% No change 6 $1K
Walleye Capital LLC 0.00% Add +500.0% 6 $1K
Godfrey Financial Associates, Inc. 0.00% Reduce -16.7% 5 $948
Operose Advisors LLC 0.00% Reduce -96.7% 5 $948
Trust Co 0.00% No change 5 $948
Sunrise Financial Services, LLC 0.00% No change 4 $758
Cordant, Inc. 0.00% New 2 $424
Ascentis Independent Advisors 0.00% Reduce -100.0% 2 $379
Darwin Wealth Management, LLC 0.00% New 1 $328
Financial Life Planners 0.00% No change 2 $303

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