Franklin TempletonBEN
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 558 institutions reported holding Franklin Templeton Inc. (BEN) in their 13F filings, down 23 from Q2 2024. 66 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($737.9M), Power Corp of Canada ($650.2M) and BlackRock, Inc. ($621.4M). 9 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Franklin Templeton Inc.
- Sector
- Finance
- CUSIP
- 354613101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $75.1M |
| Exits | 95 | $210.8M |
All 13F filers, Q2 2024 → Q3 2024: 31,363,001 shares bought and 19,890,704 shares sold, net +11,472,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Vanguard Group Inc. | 0.01% | Add +2.9% | 36,620,436 | $737.9M |
| Power Corp of Canada | 92.55% | Add +0.1% | 32,269,966 | $650.2M |
| BlackRock, Inc. | 0.01% | — | 30,839,844 | $621.4M |
| State Street Corp. | 0.02% | Add +2.9% | 21,155,516 | $432.7M |
| Invesco Ltd. | 0.04% | Add +17.1% | 10,709,691 | $215.8M |
| ProShare Advisors LLC | 0.39% | Add +10.8% | 7,861,397 | $158.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +73.9% | 7,846,214 | $158.1M |
| Geode Capital Management, LLC | 0.01% | Add +6.1% | 7,334,601 | $147.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +74.1% | 5,542,680 | $111.7M |
| Morgan Stanley | 0.01% | Add +7.9% | 5,014,461 | $101.0M |
| First Trust Advisors LP | 0.09% | Add +39.2% | 4,839,014 | $97.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.1% | 3,889,931 | $78.4M |
| Voloridge Investment Management, LLC | 0.26% | Add +100.4% | 3,574,817 | $72.0M |
| AQR Capital Management | 0.10% | Add +43.6% | 3,518,760 | $70.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +44.6% | 2,998,574 | $60.4M |
| Northern Trust Corp. | 0.01% | Reduce -5.9% | 2,789,288 | $56.2M |
| Norges Bank | 0.01% | Add +33.4% | 2,777,393 | $56.0M |
| Amundi | 0.02% | Reduce -4.8% | 2,303,116 | $46.2M |
| Vest Financial, LLC | 0.86% | Add +22.9% | 2,213,663 | $44.6M |
| JPMorgan Chase & Co. | 0.00% | Add +263.1% | 2,022,055 | $40.7M |
| Millennium Management | 0.03% | Add +15.5% | 1,874,514 | $37.8M |
| Legal & General Group Plc | 0.01% | Reduce -0.8% | 1,757,298 | $35.4M |
| Tudor Investment Corporation | 0.37% | Add +13.9% | 1,686,232 | $34.0M |
| Barclays PLC | 0.01% | Reduce -11.6% | 1,641,771 | $33.1M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +14.9% | 1,635,491 | $33.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.4% | 1,596,762 | $32.2M |
| Royal Bank of Canada | 0.01% | Reduce -59.1% | 1,568,065 | $31.6M |
| GMO | 0.10% | Add +22.0% | 1,530,928 | $30.8M |
| UBS Group AG | 0.01% | Add +0.6% | 1,460,771 | $29.4M |
| Deutsche Bank AG | 0.01% | Add +29.9% | 1,448,837 | $29.2M |
| Squarepoint Ops LLC | 0.09% | Add +50.9% | 1,367,951 | $27.6M |
| Two Sigma Advisers, LP | 0.06% | Add +76.7% | 1,290,200 | $26.0M |
| Two Sigma Investments, LP | 0.06% | Add +114.9% | 1,261,321 | $25.4M |
| Kopernik Global Investors, LLC | 2.44% | New | 1,208,837 | $24.4M |
| Clarkston Capital Partners, LLC | 0.40% | Add +1.0% | 1,089,487 | $22.0M |
| HSBC Holdings PLC | 0.01% | Add +21.9% | 1,061,147 | $21.4M |
| Bank of America Corp. | 0.00% | Reduce -25.0% | 1,032,187 | $20.8M |
| Citadel Advisors | 0.02% | Add +102.3% | 992,886 | $20.0M |
| Franklin Resources Inc. | 0.01% | Reduce -0.8% | 897,294 | $18.1M |
| LPL Financial LLC | 0.01% | Add +64.2% | 858,621 | $17.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.4% | 806,901 | $16.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -35.4% | 784,730 | $15.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -7.1% | 782,117 | $15.8M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -54.2% | 762,369 | $15.4M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.1% | 740,964 | $14.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +7.4% | 673,584 | $13.6M |
| AustralianSuper Pty Ltd | 0.06% | Add +119.9% | 641,629 | $12.9M |
| Citigroup Inc. | 0.01% | Add +24.8% | 615,925 | $12.4M |
| Greenwich Wealth Management LLC | 0.82% | Add +0.2% | 601,270 | $12.1M |
| Mather Group, Llc. | 0.16% | Add +23.4% | 600,623 | $12.1M |
| Foundation Resource Management Inc. | 1.82% | Add +0.2% | 585,768 | $11.8M |
| AE Wealth Management LLC | 0.10% | Add +4.1% | 563,922 | $11.4M |
| Rhumbline Advisers | 0.01% | Reduce -4.4% | 546,759 | $11.0M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +315.2% | 540,465 | $10.9M |
| California State Teachers Retirement System | 0.01% | Add +2.6% | 529,076 | $10.7M |
| Sound Income Strategies, LLC | 0.67% | Add +4.5% | 516,268 | $10.4M |
| California Public Employees Retirement System | 0.01% | Add +1.5% | 516,186 | $10.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.39% | Reduce -2.0% | 502,583 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.1% | 491,815 | $9.9M |
| Trexquant Investment LP | 0.12% | New | 479,492 | $9.7M |
| AMF Tjanstepension AB | 0.07% | No change | 465,174 | $9.4M |
| Marshall Wace, LLP | 0.01% | Reduce -66.9% | 465,373 | $9.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.9% | 464,233 | $9.4M |
| Cerity Partners LLC | 0.02% | Add +30.6% | 461,129 | $9.3M |
| PEAK6 Investments LLC | 0.44% | New | 437,572 | $8.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 429,863 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 426,888 | $8.6M |
| AXA S.A. | 0.03% | Reduce -3.4% | 427,133 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 424,230 | $8.5M |
| Swiss Life Asset Management Ltd | 0.10% | Reduce -2.6% | 415,370 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -22.1% | 412,018 | $8.3M |
| Natixis | 0.05% | Add +2358.0% | 410,823 | $8.3M |
| Cadence Bank | 0.56% | Add +67.9% | 401,128 | $8.1M |
| Worldquant Millennium Advisors LLC | 0.06% | Add +64.9% | 397,780 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Add +5.7% | 387,288 | $7.8M |
| Principal Financial Group Inc. | 0.00% | Add +9.3% | 381,192 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.8% | 361,102 | $7.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -29.8% | 337,663 | $6.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -17.0% | 331,323 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Add +0.3% | 322,860 | $6.5M |
| Yousif Capital Management, LLC | 0.07% | Add +9.0% | 319,172 | $6.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 313,548 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +144.4% | 297,182 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +200.5% | 295,738 | $6.0M |
| Tidal Investments LLC | 0.06% | Reduce -4.6% | 287,996 | $5.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +438.2% | 281,632 | $5.7M |
| Bank of Montreal | 0.00% | Reduce -39.7% | 263,423 | $5.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +7.4% | 265,900 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +39.5% | 265,453 | $5.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -79.0% | 265,027 | $5.3M |
| Quantbot Technologies LP | 0.21% | Add +73.4% | 258,044 | $5.2M |
| Mizuho Markets Americas LLC | 0.13% | Add +5.0% | 257,503 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -6.2% | 255,487 | $5.1M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -45.4% | 247,057 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +28.8% | 245,148 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +250.0% | 243,558 | $4.9M |
| Chatham Capital Group, Inc. | 0.80% | No change | 242,882 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Add +4.1% | 236,262 | $4.8M |
| Aquatic Capital Management LLC | 0.12% | Add +76.7% | 231,700 | $4.7M |
| Verition Fund Management LLC | 0.04% | Add +1041.8% | 231,334 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +335.6% | 230,518 | $4.6M |
| Alyeska Investment Group, L.P. | 0.02% | Reduce -62.1% | 223,412 | $4.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.0% | 218,176 | $4.4M |
| Altrius Capital Management Inc | 1.10% | Add +23.4% | 217,553 | $4.4M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.34% | Reduce -41.4% | 214,027 | $4.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +105.5% | 209,600 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.8% | 198,271 | $4.1M |
| Freestone Capital Holdings, LLC | 0.14% | Add +986.2% | 196,862 | $4.0M |
| LBP Am SA | 0.06% | Reduce -7.1% | 192,846 | $3.9M |
| Prudential Financial Inc. | 0.01% | Reduce -11.2% | 192,302 | $3.9M |
| Uncommon Cents Investing LLC | 0.98% | Add +0.0% | 172,585 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +33.0% | 171,519 | $3.5M |
| National Bank of Canada | 0.00% | Add +95.9% | 169,964 | $3.4M |
| Jump Financial, LLC | 0.07% | Reduce -21.2% | 168,565 | $3.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +1.0% | 165,442 | $3.3M |
| RK Asset Management, LLC | 2.47% | Add +3.0% | 159,672 | $3.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +14.7% | 158,249 | $3.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -26.8% | 156,526 | $3.2M |
| Teza Capital Management LLC | 0.34% | Add +33.5% | 152,222 | $3.1M |
| Toronto Dominion Bank | 0.01% | Add +74.3% | 151,079 | $3.0M |
| Forsta Ap-Fonden | 0.02% | Add +46.0% | 151,000 | $3.0M |
| KBC Group NV | 0.01% | Reduce -56.9% | 148,298 | $3.0M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +17.4% | 144,028 | $2.9M |
| Voya Investment Management LLC | 0.00% | Add +2.7% | 140,747 | $2.8M |
| Gifford Fong Associates | 0.71% | No change | 140,480 | $2.8M |
| Ally Financial Inc. | 0.34% | No change | 140,000 | $2.8M |
| Aberdeen Group plc | 0.01% | Reduce -0.5% | 137,376 | $2.8M |
| Korea Investment CORP | 0.01% | Reduce -54.1% | 135,847 | $2.7M |
| Renaissance Technologies | 0.00% | New | 135,800 | $2.7M |
| SpiderRock Advisors, LLC | 0.06% | New | 135,772 | $2.7M |
| Twelve Points Wealth Management LLC | 0.84% | Add +58.2% | 132,569 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 130,968 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +52.2% | 130,424 | $2.6M |
| Systematic Alpha Investments, LLC | 0.09% | No change | 126,200 | $2.5M |
| Kinloch Capital, LLC | 1.23% | Reduce -1.5% | 125,973 | $2.5M |
| Gotham Asset Management | 0.03% | Reduce -9.8% | 125,098 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 124,510 | $2.5M |
| Blackhawk Capital Partners, LLC | 1.32% | Add +42.4% | 122,966 | $2.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | — | 122,053 | $2.5M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 120,188 | $2.4M |
| American Financial Group Inc. | 1.09% | No change | 119,150 | $2.4M |
| Danske Bank A/S | 0.01% | Add +13.0% | 118,983 | $2.4M |
| Commerce Bank | 0.01% | Reduce -0.4% | 116,975 | $2.4M |
| Royal London Asset Management Ltd. | 0.01% | Add +5.0% | 116,589 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +15.2% | 115,125 | $2.3M |
| Asset Management One Co., Ltd. | 0.01% | Add +6.0% | 110,394 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.6% | 109,708 | $2.2M |
| Keystone Financial Planning, Inc. | 0.66% | No change | 108,286 | $2.2M |
| Poehling Capital Management, INC. | 0.56% | Reduce -2.2% | 108,205 | $2.2M |
| Unison Advisors LLC | 0.26% | Add +1.3% | 106,243 | $2.2M |
| IMC-Chicago, LLC | 0.06% | Add +282.7% | 106,332 | $2.1M |
| Man Group plc | 0.01% | New | 104,657 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -12.2% | 104,626 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.4% | 103,491 | $2.1M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +25.9% | 103,123 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +2.8% | 99,017 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.9% | 100,834 | $2.0M |
| Redwood Investment Management, LLC | 0.18% | New | 95,894 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +32.1% | 98,671 | $2.0M |
| Alaska Permanent Fund Corp | 0.03% | No change | 96,632 | $1.9M |
| FORA Capital, LLC | 0.22% | New | 92,162 | $1.9M |
| Alexander Randolph Advisory, Inc. | 1.63% | Reduce -0.4% | 91,576 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +240.8% | 91,207 | $1.8M |
| State of Michigan Retirement System | 0.01% | Add +2.1% | 90,095 | $1.8M |
| AIMZ Investment Advisors, LLC | 0.61% | Reduce -0.5% | 88,802 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.7% | 88,407 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +19.6% | 87,645 | $1.8M |
| American Century Companies Inc. | 0.00% | Reduce -49.2% | 87,391 | $1.8M |
| STRS Ohio | 0.01% | New | 86,000 | $1.7M |
| Ethic Inc. | 0.04% | Reduce -11.4% | 60,403 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +4.2% | 82,898 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Reduce -28.0% | 82,748 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Reduce -46.9% | 81,410 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -23.1% | 78,786 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +0.1% | 79,818 | $1.6M |
| New York Life Investment Management LLC | 0.01% | Add +70.0% | 76,603 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.1% | 76,437 | $1.5M |
| Lecap Asset Management Ltd. | 0.33% | New | 76,238 | $1.5M |
| Comerica Bank | 0.01% | Add +0.2% | 74,340 | $1.5M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +27.7% | 72,275 | $1.5M |
| Wbi Investments, LLC | 0.35% | New | 72,649 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | New | 72,507 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +1.8% | 72,488 | $1.5M |
| Independent Advisor Alliance | 0.05% | Add +11.1% | 71,462 | $1.4M |
| S&co Inc. | 0.09% | Reduce -6.8% | 69,745 | $1.4M |
| GAMCO Investors | 0.01% | Add +8.4% | 69,700 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 69,585 | $1.4M |
| Axq Capital, LP | 0.42% | Add +5.7% | 68,324 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | Add +25.3% | 68,202 | $1.4M |
| Wright Investors Service Inc. | 0.36% | Reduce -27.0% | 67,784 | $1.4M |
| Retirement Systems of Alabama | 0.01% | Add +2.0% | 67,444 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +2.0% | 67,172 | $1.4M |
| Candriam S.C.A. | 0.01% | Add +31.8% | 63,504 | $1.3M |
| Czech National Bank | 0.01% | Add +10.0% | 62,858 | $1.3M |
| IFM Investors Pty Ltd | 0.01% | No change | 62,439 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Add +9.6% | 62,254 | $1.3M |
| Swedbank AB | 0.00% | Add +78.3% | 62,076 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -52.0% | 61,531 | $1.2M |
| Caption Management, LLC | 0.13% | New | 60,000 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.4% | 59,785 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -28.4% | 59,736 | $1.2M |
| Qsemble Capital Management, LP | 0.22% | New | 58,844 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Add +3.0% | 58,673 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +8.1% | 58,203 | $1.2M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.50% | Add +11.7% | 57,821 | $1.2M |
| Auxier Asset Management LLC | 0.17% | Reduce -1.5% | 56,723 | $1.1M |
| USS Investment Management Ltd | 0.01% | Reduce -57.9% | 56,100 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +283.6% | 55,026 | $1.1M |
| Zurich Insurance Group Ltd | 0.01% | No change | 54,700 | $1.1M |
| Sei Investments Co. | 0.00% | Add +284.4% | 54,190 | $1.1M |
| Public Sector Pension Investment Board | 0.01% | Add +6.7% | 53,951 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +46.1% | 51,632 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -9.5% | 53,195 | $1.1M |
| Versor Investments LP | 0.16% | Add +21.9% | 51,500 | $1.0M |
| Walleye Capital LLC | 0.01% | Add +8425.4% | 51,067 | $1.0M |
| Icon Wealth Advisors, LLC | 0.09% | New | 50,800 | $1.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 49,545 | $998K |
| Pathstone Holdings, LLC | 0.00% | Add +19.5% | 49,189 | $992K |
| Weaver C. Barksdale & Associates, Inc. | 0.89% | Reduce -3.7% | 49,007 | $987K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -12.9% | 48,335 | $974K |
| Brevan Howard Capital Management LP | 0.05% | Add +12.5% | 48,024 | $968K |
| Janus Henderson Group PLC | 0.00% | Add +39.1% | 46,836 | $944K |
| ARGA Investment Management, LP | 0.03% | No change | 46,598 | $939K |
| Code Waechter LLC | 0.89% | — | 46,456 | $936K |
| Praxis Investment Management Inc. | 0.06% | Add +86.5% | 45,560 | $918K |
| CreativeOne Wealth, LLC | 0.03% | Add +54.7% | 45,228 | $911K |
| Tredje AP-fonden | 0.01% | No change | 45,016 | $907K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.4% | 44,126 | $889K |
| Virtu Financial LLC | 0.05% | New | 43,693 | $880K |
| Xponance LLC | 0.01% | Add +0.7% | 43,190 | $870K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -19.8% | 43,106 | $869K |
| Glenmede Trust Co. NA | 0.00% | Reduce -9.6% | 43,090 | $868K |
| Tiaa Trust, National Association | 0.00% | New | 42,989 | $866K |
| Neo Ivy Capital Management | 0.28% | Add +129.6% | 42,746 | $862K |
| GTS Securities LLC | 0.02% | New | 42,310 | $853K |
| Cinctive Capital Management LP | 0.05% | New | 41,570 | $838K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.3% | 40,937 | $825K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.8% | 41,623 | $820K |
| Dark Forest Capital Management LP | 0.10% | New | 39,913 | $804K |
| FMR LLC | 0.00% | Add +27.1% | 39,678 | $800K |
| Laurion Capital Management LP | 0.05% | New | 38,832 | $782K |
| Bank of Nova Scotia | 0.00% | Add +14.1% | 38,648 | $779K |
| Insight Folios Inc | 0.28% | Add +0.7% | 38,217 | $770K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +20.0% | 38,021 | $766K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.5% | 37,997 | $766K |
| Scientech Research LLC | 0.15% | Add +81.0% | 37,551 | $757K |
| Nordea Investment Management AB | 0.00% | Add +29.2% | 36,572 | $741K |
| Ironwood Investment Counsel, LLC | 0.12% | Add +6.0% | 36,462 | $735K |
| D.A. Davidson & Co. | 0.01% | Add +33.5% | 36,289 | $731K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.0% | 36,215 | $730K |
| Equitable Trust Co. | 0.05% | No change | 36,069 | $727K |
| Daiwa Securities Group Inc. | 0.00% | Add +12.1% | 35,806 | $721K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -29.2% | 35,064 | $707K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.5% | 34,997 | $705K |
| Mariner, LLC | 0.00% | Add +5.8% | 33,859 | $683K |
| Truist Financial Corp. | 0.00% | Add +3.5% | 33,689 | $679K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.1% | 33,196 | $669K |
| Lombard Odier Asset Management (Switzerland) SA | 0.06% | Reduce -11.8% | 33,170 | $668K |
| Schroder Investment Management Group | 0.00% | Add +96.6% | 32,418 | $664K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -0.9% | 32,444 | $654K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.9% | 32,077 | $646K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -60.9% | 32,004 | $645K |
| Two Sigma Securities, LLC | 0.05% | New | 32,001 | $645K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 30,995 | $625K |
| Symphony Financial, Ltd. Co. | 0.10% | New | 31,038 | $623K |
| Abundance Wealth Counselors | 0.13% | New | 30,434 | $613K |
| Credit Agricole S A | 0.00% | Reduce -46.0% | 29,802 | $601K |
| Wellington Management Group LLP | 0.00% | Add +71.2% | 29,667 | $598K |
| Fox Run Management, L.L.C. | 0.13% | Reduce -53.1% | 29,455 | $594K |
| Sound Financial Strategies Group, LLC | 0.47% | Add +3.1% | 29,217 | $589K |
| CI Investments Inc. | 0.00% | Add +10.2% | 28,713 | $579K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,367 | $572K |
| SlateStone Wealth, LLC | 0.05% | No change | 27,576 | $556K |
| Gold Investment Management Ltd. | 0.23% | Add +4.3% | 27,148 | $548K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.2% | 27,174 | $548K |
| Handelsbanken Fonder AB | 0.00% | No change | 26,558 | $535K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 26,464 | $533K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.8% | 26,450 | $533K |
| Oxford Asset Management LLP | 0.45% | Add +62.0% | 26,340 | $531K |
| Quantinno Capital Management LP | 0.01% | Reduce -35.1% | 26,262 | $529K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +0.2% | 25,329 | $510K |
| Plato Investment Management Ltd | 0.04% | No change | 25,267 | $509K |
| Park National Corp. | 0.02% | No change | 24,227 | $488K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.8% | 24,256 | $488K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -3.1% | 24,073 | $485K |
| Whitener Capital Management, Inc. | 0.14% | Add +7.8% | 23,867 | $481K |
| Gen-Wealth Partners Inc | 0.20% | Add +18.6% | 22,247 | $465K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -4.8% | 22,533 | $454K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 21,945 | $442K |
| Gsa Capital Partners LLP | 0.03% | Add +14.2% | 21,675 | $437K |
| Kentucky Retirement Systems | 0.01% | Reduce -4.9% | 21,497 | $433K |
| Pacer Advisors, Inc. | 0.00% | Add +4.8% | 21,458 | $432K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 21,226 | $428K |
| Quantitative Investment Management, LLC | 0.04% | New | 21,126 | $425K |
| XTX Topco Ltd | 0.03% | Reduce -48.4% | 21,036 | $424K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 21,024 | $423K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +4.3% | 20,748 | $418K |
| Synovus Financial Corp. | 0.00% | Reduce -0.6% | 20,630 | $416K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -16.8% | 20,541 | $414K |
| Storebrand Asset Management As | 0.00% | Add +12.5% | 20,538 | $414K |
| Associated Banc-Corp | 0.01% | Reduce -0.5% | 20,147 | $406K |
| Mizuho Securities USA LLC | 0.01% | Reduce -13.5% | 20,009 | $403K |
| EntryPoint Capital, LLC | 0.23% | Add +73.5% | 19,962 | $402K |
| SkyView Investment Advisors, LLC | 0.07% | Add +3.2% | 19,485 | $393K |
| Pallas Capital Advisors LLC | 0.02% | Add +18.1% | 19,426 | $393K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 19,080 | $384K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -7.7% | 18,931 | $381K |
| First National Trust Co | 0.01% | No change | 18,880 | $380K |
| Rockland Trust Co. | 0.02% | Reduce -6.1% | 18,826 | $379K |
| Hartford Investment Management Co. | 0.01% | Reduce -1.2% | 18,824 | $379K |
| Herold Advisors, Inc. | 0.08% | Reduce -5.5% | 18,750 | $378K |
| Capital Investment Counsel, Inc | 0.05% | Reduce -0.4% | 18,694 | $377K |
| Macquarie Group Ltd. | 0.00% | Reduce -41.3% | 18,616 | $375K |
| Metis Global Partners, LLC | 0.01% | Reduce -5.1% | 18,468 | $372K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 18,445 | $372K |
| Global X Japan Co., Ltd. | 0.05% | Add +10.1% | 18,439 | $372K |
| Neuberger Berman Group LLC | 0.00% | Reduce -37.6% | 18,333 | $369K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.8% | 18,272 | $368K |
| Cwm, LLC | 0.00% | Reduce -12.7% | 18,142 | $366K |
| V-Square Quantitative Management LLC | 0.05% | Add +40.2% | 18,092 | $365K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,025 | $363K |
| Kestra Investment Management, LLC | 0.02% | New | 17,888 | $360K |
| US Bancorp \de | 0.00% | Reduce -19.3% | 17,810 | $359K |
| Ossiam | 0.01% | Reduce -12.2% | 17,741 | $357K |
| Rakuten Investment Management, Inc. | 0.00% | Add +35.7% | 17,132 | $356K |
| IFP Advisors, Inc | 0.01% | Add +12.8% | 17,530 | $353K |
| Sanctuary Advisors, LLC | 0.00% | New | 16,041 | $352K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.4% | 17,400 | $351K |
| Natixis Advisors, LLC | 0.00% | Reduce -19.3% | 17,368 | $350K |
| Sigma Planning Corp | 0.01% | Reduce -34.8% | 17,191 | $346K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 17,145 | $345K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 17,145 | $345K |
| Leonteq Securities AG | 0.04% | Add +11589.7% | 17,067 | $344K |
| Verity Asset Management, Inc. | 0.13% | Add +28.8% | 17,051 | $344K |
| Numerai GP LLC | 0.09% | Add +5.2% | 17,011 | $343K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.4% | 16,997 | $342K |
| Verus Capital Partners, LLC | 0.03% | Add +76.1% | 16,995 | $342K |
| Grassi Investment Management | 0.03% | No change | 16,835 | $339K |
| Boyar Asset Management Inc. | 0.22% | Reduce -6.1% | 16,771 | $338K |
| Blueshift Asset Management, LLC | 0.08% | Add +41.4% | 16,614 | $335K |
| Crestline Management, L.P. | 0.02% | New | 16,543 | $333K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -26.1% | 16,285 | $328K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.2% | 16,219 | $327K |
| Hardy Reed LLC | 0.03% | Add +67.7% | 16,130 | $325K |
| Centennial Wealth Advisory LLC | 0.13% | Add +10.2% | 16,128 | $325K |
| Abel Hall, LLC | 0.21% | Reduce -0.5% | 16,056 | $324K |
| Foster & Motley Inc. | 0.02% | Reduce -18.7% | 15,705 | $316K |
| Stephens Inc. | 0.00% | Add +34.0% | 15,646 | $315K |
| Penserra Capital Management LLC | 0.01% | Add +74.5% | 15,662 | $315K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.6% | 15,370 | $310K |
| Fifth Third Bancorp | 0.00% | Add +13.1% | 15,360 | $310K |
| Creative Planning | 0.00% | Reduce -22.8% | 15,324 | $309K |
| Utah Retirement Systems | 0.00% | Reduce -67.6% | 15,300 | $308K |
| Nomura Holdings Inc. | 0.00% | Reduce -21.4% | 15,262 | $308K |
| Andra AP-fonden | 0.00% | Reduce -91.1% | 15,061 | $303K |
| LGT Group Foundation | 0.01% | No change | 15,250 | $303K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.7% | 15,001 | $302K |
| Raymond James Trust N.A. | 0.01% | New | 14,952 | $301K |
| Prana Capital Management, LP | 0.01% | Reduce -97.4% | 14,743 | $297K |
| New Mexico Educational Retirement Board | 0.01% | Add +3.5% | 14,673 | $296K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 14,527 | $293K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 14,500 | $292K |
| Revisor Wealth Management LLC | 0.18% | Add +13.8% | 14,426 | $291K |
| Journey Advisory Group, LLC | 0.03% | No change | 12,744 | $285K |
| M&G PLC | 0.00% | No change | 13,907 | $278K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -40.6% | 13,684 | $276K |
| Corient Private Wealth LP | 0.00% | Reduce -8.5% | 13,639 | $275K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +15.7% | 13,584 | $274K |
| MML Investors Services, LLC | 0.00% | Add +8.6% | 13,457 | $271K |
| MBB Public Markets I LLC | 0.02% | Reduce -37.0% | 13,410 | $270K |
| Capstone Investment Advisors, LLC | 0.01% | Add +8.8% | 13,026 | $262K |
| International Private Wealth Advisors LLC | 0.38% | Reduce -2.0% | 12,872 | $259K |
| Norinchukin Bank, The | 0.01% | Add +19.6% | 12,741 | $257K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 12,643 | $255K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.0% | 12,453 | $251K |
| AIA Group Ltd | 0.01% | Add +20.1% | 12,282 | $247K |
| NEOS Investment Management LLC | 0.01% | Add +25.0% | 12,164 | $245K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.1% | 12,125 | $244K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 12,067 | $243K |
| Corton Capital Inc. | 0.12% | Reduce -23.4% | 11,929 | $240K |
| Wolverine Trading, LLC | 0.01% | New | 11,443 | $238K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +21.2% | 11,650 | $235K |
| Savvy Advisors, Inc. | 0.05% | Add +0.5% | 11,629 | $234K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11,615 | $234K |
| Focus Partners Wealth | 0.00% | New | 11,495 | $232K |
| Intech Investment Management LLC | 0.00% | Reduce -68.2% | 11,369 | $229K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 11,191 | $225K |
| Mackenzie Financial Corp. | 0.00% | Reduce -68.7% | 11,184 | $225K |
| Moody National Bank Trust Division | 0.02% | New | 11,173 | $225K |
| Guinness Asset Management LTD | 0.00% | Reduce -10.2% | 11,120 | $224K |
| Aviva PLC | 0.00% | Reduce -0.3% | 11,114 | $224K |
| Burke & Herbert Bank & Trust Co. | 0.05% | Reduce -23.1% | 11,050 | $223K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.9% | 11,019 | $222K |
| Boston Trust Walden Corp | 0.00% | No change | 11,000 | $222K |
| Lewis Asset Management, LLC | 0.16% | New | 10,912 | $220K |
| United Community Bank | 0.09% | No change | 10,900 | $220K |
| Sterling Capital Management LLC | 0.00% | — | 10,864 | $219K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 10,840 | $218K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -85.9% | 10,786 | $217K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -9.5% | 10,490 | $215K |
| PFG Investments, LLC | 0.01% | Reduce -4.2% | 10,597 | $214K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -3.7% | 10,514 | $212K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 10,500 | $212K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.0% | 10,385 | $209K |
| Evergreen Capital Management LLC | 0.01% | Reduce -17.8% | 10,151 | $207K |
| AlphaCore Capital LLC | 0.05% | Reduce -46.3% | 9,902 | $203K |
| Paragon Capital Management Ltd | 0.04% | Reduce -14.4% | 10,014 | $202K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +2.5% | 9,780 | $197K |
| Ostrum Asset Management | 0.01% | Add +1.2% | 8,491 | $171K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 8,300 | $167K |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 8,279 | $166K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 8,119 | $164K |
| Covestor Ltd | 0.09% | Add +58.8% | 7,415 | $150K |
| West Oak Capital, LLC | 0.07% | Reduce -84.8% | 7,280 | $147K |
| Vestcor Inc | 0.00% | No change | 6,907 | $139K |
| GAMMA Investing LLC | 0.01% | Reduce -11.4% | 6,834 | $138K |
| Ascentis Wealth Management, LLC | 0.05% | — | 6,300 | $127K |
| Capital Analysts, LLC | 0.01% | Add +10.3% | 6,264 | $126K |
| Avior Wealth Management, LLC | 0.00% | Add +0.0% | 6,018 | $121K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.5% | 5,912 | $119K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,838 | $118K |
| Rothschild Investment LLC | 0.01% | Add +10.2% | 5,490 | $111K |
| Continuum Advisory, LLC | 0.01% | Reduce -15.2% | 4,885 | $105K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.2% | 5,132 | $103K |
| Exchange Traded Concepts, LLC | 0.00% | Add +301.4% | 5,074 | $102K |
| Torno Capital, LLC | 0.13% | New | 5,000 | $101K |
| Catalyst Capital Advisors LLC | 0.00% | New | 4,994 | $101K |
| Global Retirement Partners, LLC | 0.00% | Reduce -26.6% | 4,554 | $92K |
| Private Trust Co. NA | 0.01% | Add +35.6% | 4,453 | $90K |
| South Dakota Investment Council | 0.00% | No change | 4,242 | $85K |
| Horizon Investments, LLC | 0.00% | Reduce -14.1% | 4,185 | $84K |
| Lazard Asset Management LLC | 0.00% | Add +3185.5% | 4,074 | $82K |
| Richardson Financial Services Inc. | 0.05% | No change | 3,600 | $80K |
| Creative Financial Designs Inc. | 0.01% | Add +6.9% | 3,952 | $80K |
| International Assets Investment Management, LLC | 0.01% | Add +0.7% | 3,944 | $79K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +438.1% | 3,745 | $75K |
| Aster Capital Management (DIFC) Ltd | 0.02% | — | 3,619 | $73K |
| Allworth Financial LP | 0.00% | Reduce -48.1% | 3,452 | $70K |
| ORG Partners LLC | 0.01% | Reduce -61.6% | 3,411 | $69K |
| Quadrant Capital Group LLC | 0.00% | Add +16.5% | 3,201 | $65K |
| Caldwell Trust Co | 0.01% | No change | 3,009 | $61K |
| UMB Bank, n.a. | 0.00% | Add +387.7% | 2,926 | $59K |
| Hexagon Capital Partners LLC | 0.01% | Add +15.9% | 2,891 | $58K |
| True Wealth Design, LLC | 0.02% | New | 2,636 | $53K |
| Flputnam Investment Management Co. | 0.00% | Reduce -86.2% | 422 | $53K |
| Anchor Investment Management, LLC | 0.01% | Add +30.2% | 2,604 | $52K |
| Planned Solutions, Inc. | 0.02% | New | 2,524 | $51K |
| Assetmark, Inc. | 0.00% | New | 2,298 | $46K |
| Blue Trust, Inc. | 0.00% | Add +124.8% | 2,068 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +5.1% | 2,193 | $44K |
| Signaturefd, LLC | 0.00% | Reduce -24.7% | 2,177 | $44K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.7% | 2,063 | $42K |
| Northwest Investment Counselors, LLC | 0.01% | New | 2,050 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 2,000 | $40K |
| Tompkins Financial Corp. | 0.00% | No change | 2,000 | $40K |
| Brooklyn Investment Group | 0.01% | New | 1,947 | $39K |
| Jones Financial Companies LLLP | 0.00% | Add +1470.2% | 1,790 | $37K |
| Larson Financial Group LLC | 0.00% | Add +254.4% | 1,779 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -90.7% | 1,690 | $35K |
| Westpac Banking Corp. | 0.00% | No change | 1,693 | $34K |
| Trust Co. of Vermont | 0.00% | Add +0.5% | 1,508 | $30K |
| Matrix Trust Co | 0.01% | New | 1,438 | $29K |
| Investors Research Corp | 0.01% | No change | 1,400 | $28K |
| Sentry Investment Management LLC | 0.01% | No change | 1,342 | $27K |
| Lindbrook Capital, LLC | 0.00% | Reduce -34.4% | 1,338 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | Add +2.7% | 1,283 | $27K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 1,267 | $26K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,250 | $25K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,237 | $25K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,200 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +81.5% | 1,136 | $24K |
| Huntington National Bank | 0.00% | Add +3.5% | 1,156 | $23K |
| Altshuler Shaham Ltd | 0.00% | Reduce -16.3% | 1,025 | $21K |
| Peoples Bank | 0.01% | No change | 1,000 | $20K |
| Jamison Private Wealth Management, Inc. | 0.00% | Reduce -33.4% | 986 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -38.2% | 898 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -21.3% | 876 | $18K |
| Fortitude Family Office, LLC | 0.01% | New | 850 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Add +56.1% | 829 | $17K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 817 | $16K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -48.3% | 750 | $15K |
| Global Trust Asset Management, LLC | 0.01% | No change | 675 | $14K |
| Bokf, NA | 0.00% | New | 651 | $13K |
| Aspect Partners, LLC | 0.01% | Add +33.2% | 630 | $13K |
| Legacy Investment Solutions, LLC | 0.01% | — | 567 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | — | 567 | $12K |
| Sandy Spring Bank | 0.00% | No change | 600 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +46.3% | 531 | $11K |
| Addison Advisors LLC | 0.00% | New | 521 | $10K |
| TD Private Client Wealth LLC | 0.00% | Reduce -55.5% | 516 | $10K |
| Motco | 0.00% | New | 513 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 500 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 501 | $10K |
| Eastern Bank | 0.00% | New | 500 | $10K |
| Whittier Trust Co. | 0.00% | No change | 500 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $10K |
| Smithfield Trust Co | 0.00% | No change | 484 | $10K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 463 | $9K |
| Consultiva Wealth Management, Corp. | 0.07% | Add +1.4% | 449 | $9K |
| Main Street Group, LTD | 0.00% | No change | 402 | $8K |
| Manchester Capital Management LLC | 0.00% | Reduce -53.7% | 392 | $8K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.7% | 357 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -1.9% | 353 | $7K |
| Alpine Bank Wealth Management | 0.00% | — | 300 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -77.5% | 296 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | New | 294 | $6K |
| Key Financial Inc | 0.00% | No change | 291 | $6K |
| GeoWealth Management, LLC | 0.00% | New | 280 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.7% | 277 | $6K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -39.9% | 270 | $5K |
| Earned Wealth Advisors, LLC | 0.00% | New | 257 | $5K |
| Spire Wealth Management | 0.00% | Add +2.8% | 254 | $5K |
| Bank of New Hampshire | 0.00% | Reduce -77.7% | 250 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +65.3% | 238 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +927.3% | 226 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 215 | $4K |
| Byrne Asset Management LLC | 0.00% | New | 200 | $4K |
| City State Bank | 0.00% | No change | 200 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +16.0% | 145 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 125 | $3K |
| Activest Wealth Management | 0.00% | Add +1.7% | 121 | $2K |
| Peterson Financial Group, Inc. | 0.01% | New | 120 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -40.2% | 107 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -16.8% | 104 | $2K |
| Hara Capital LLC | 0.00% | New | 100 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 100 | $2K |
| Hemington Wealth Management | 0.00% | New | 122 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 96 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 79 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -48.9% | 69 | $1K |
| MCF Advisors LLC | 0.00% | Add +560.0% | 66 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -19.1% | 55 | $1K |
| Caitlin John, LLC | 0.00% | Add +2.1% | 48 | $1K |
| West Financial Advisors, LLC | 0.00% | Add +2.0% | 51 | $1K |
| GW&K Investment Management, LLC | 0.00% | Reduce -34.4% | 40 | $1K |
| Colonial Trust Co / SC | 0.00% | New | 48 | $998 |
| LRI Investments, LLC | 0.00% | No change | 41 | $885 |
| Raffa Wealth Management, LLC | 0.00% | No change | 43 | $866 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -49.3% | 37 | $746 |
| WR Wealth Planners, LLC | 0.00% | New | 34 | $685 |
| TFC Financial Management, Inc. | 0.00% | Reduce -62.6% | 31 | $625 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $525 |
| CVA Family Office, LLC | 0.00% | Reduce -94.3% | 25 | $504 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 24 | $484 |
| Riverview Trust Co | 0.00% | New | 23 | $463 |
| SWAN Capital LLC | 0.00% | No change | 20 | $403 |
| Rakuten Securities, Inc. | 0.00% | Add +650.0% | 15 | $302 |
| Abound Wealth Management | 0.00% | No change | 12 | $245 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -76.7% | 10 | $201 |
| HM Payson & Co. | 0.00% | New | 8 | $162 |
| WestEnd Advisors, LLC | 0.00% | Add +20.0% | 6 | $121 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $20 |
| Y.D. More Investments Ltd | 0.00% | Add +5.7% | 168 | $9 |
| Avion Wealth | 0.00% | Reduce -5.8% | 49 | $0 |
"% of holder's portfolio" is BEN's weight in each manager's 13F, not the share of Franklin Templeton Inc. the manager owns.