Franklin TempletonBEN
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 563 institutions reported holding Franklin Templeton Inc. (BEN) in their 13F filings, down 3 from Q4 2024. 58 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($727.6M), Power Corp of Canada ($607.5M) and BlackRock, Inc. ($583.7M). 9 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Franklin Templeton Inc.
- Sector
- Finance
- CUSIP
- 354613101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $59.7M |
| Exits | 65 | $53.0M |
All 13F filers, Q4 2024 → Q1 2025: 25,346,566 shares bought and 17,042,258 shares sold, net +8,304,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Vanguard Group Inc. | 0.01% | Add +0.2% | 37,799,515 | $727.6M |
| Power Corp of Canada | 100.00% | No change | 31,557,117 | $607.5M |
| BlackRock, Inc. | 0.01% | Add +1.2% | 30,324,116 | $583.7M |
| State Street Corp. | 0.02% | Add +5.1% | 23,051,352 | $450.9M |
| Invesco Ltd. | 0.04% | Add +2.3% | 11,985,065 | $230.7M |
| ProShare Advisors LLC | 0.37% | Reduce -8.8% | 8,579,709 | $165.2M |
| Geode Capital Management, LLC | 0.01% | Add +6.6% | 7,784,597 | $149.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +20.3% | 7,223,369 | $139.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -3.7% | 6,957,475 | $133.9M |
| Evergreen Quality Fund GP, Ltd. | 3.77% | Add +99.1% | 5,237,650 | $100.8M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 5,048,505 | $97.2M |
| Marshall Wace, LLP | 0.12% | Add +1507.8% | 4,591,885 | $88.4M |
| Amundi | 0.03% | Add +0.7% | 3,778,910 | $72.0M |
| Northern Trust Corp. | 0.01% | Add +9.9% | 3,392,081 | $65.3M |
| UBS Group AG | 0.01% | Add +43.7% | 3,323,466 | $64.0M |
| Two Sigma Advisers, LP | 0.14% | Reduce -6.1% | 3,315,000 | $63.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 3,156,407 | $60.8M |
| Voloridge Investment Management, LLC | 0.22% | Reduce -3.1% | 3,047,050 | $58.7M |
| Norges Bank | 0.01% | Add +8.8% | 2,877,889 | $55.4M |
| Verition Fund Management LLC | 0.32% | Add +1084.8% | 2,799,164 | $53.9M |
| Vest Financial, LLC | 0.82% | Reduce -6.7% | 2,728,878 | $52.5M |
| Kopernik Global Investors, LLC | 4.86% | Add +101.5% | 2,435,982 | $46.9M |
| First Trust Advisors LP | 0.04% | Reduce -64.5% | 2,282,881 | $43.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.7% | 2,077,880 | $40.0M |
| Nomura Asset Management Co. Ltd. | 0.12% | Reduce -3.4% | 1,958,124 | $37.7M |
| Deutsche Bank AG | 0.01% | Add +3.2% | 1,948,399 | $37.5M |
| Two Sigma Investments, LP | 0.08% | Reduce -33.9% | 1,941,028 | $37.4M |
| LPL Financial LLC | 0.01% | Add +24.5% | 1,889,160 | $36.4M |
| Bank of New York Mellon Corp | 0.01% | Add +0.2% | 1,710,449 | $32.9M |
| Millennium Management | 0.03% | Add +3.1% | 1,685,121 | $32.4M |
| Barclays PLC | 0.01% | Add +5.1% | 1,554,788 | $29.9M |
| GMO | 0.09% | Add +0.1% | 1,519,784 | $29.3M |
| Gallagher Fiduciary Advisors, LLC | 0.95% | New | 1,499,805 | $28.9M |
| Legal & General Group Plc | 0.01% | Add +1.7% | 1,340,420 | $25.8M |
| HSBC Holdings PLC | 0.02% | Reduce -33.2% | 1,237,497 | $23.8M |
| Kettle Hill Capital Management, LLC | 6.27% | Add +18.5% | 1,187,274 | $22.9M |
| Bank of America Corp. | 0.00% | Add +93.3% | 1,155,396 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +57.6% | 1,114,795 | $21.5M |
| AQR Capital Management | 0.02% | Reduce -68.0% | 971,449 | $18.4M |
| Franklin Resources Inc. | 0.01% | Reduce -0.9% | 901,591 | $17.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +0.9% | 851,654 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 847,679 | $16.3M |
| Swiss Life Asset Management Ltd | 0.12% | Add +1.5% | 839,136 | $16.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.64% | Add +66.6% | 822,244 | $15.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +11.8% | 799,005 | $15.4M |
| Nuveen, LLC | 0.00% | — | 720,951 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +11.0% | 720,459 | $13.9M |
| Allianz Asset Management GmbH | 0.02% | Reduce -2.8% | 717,406 | $13.8M |
| California State Teachers Retirement System | 0.02% | Reduce -3.2% | 705,586 | $13.6M |
| AustralianSuper Pty Ltd | 0.07% | No change | 680,905 | $13.1M |
| Rhumbline Advisers | 0.01% | Add +29.0% | 679,667 | $13.1M |
| Renaissance Technologies | 0.02% | Add +36.7% | 673,097 | $13.0M |
| AE Wealth Management LLC | 0.11% | Add +2.4% | 650,888 | $12.5M |
| ExodusPoint Capital Management, LP | 0.16% | Add +20.7% | 646,245 | $12.4M |
| Greenwich Wealth Management LLC | 0.87% | Reduce -0.3% | 600,419 | $11.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +12.0% | 599,512 | $11.5M |
| Foundation Resource Management Inc. | 1.75% | Add +0.5% | 575,466 | $11.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.9% | 568,795 | $10.9M |
| Sound Income Strategies, LLC | 0.63% | Add +1.9% | 554,085 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.8% | 532,698 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 502,523 | $9.7M |
| Cerity Partners LLC | 0.02% | Reduce -12.3% | 496,289 | $9.6M |
| Citigroup Inc. | 0.01% | Add +22.3% | 486,806 | $9.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +4.3% | 476,253 | $9.2M |
| Principal Financial Group Inc. | 0.01% | Add +22.5% | 464,238 | $8.9M |
| AXA S.A. | 0.03% | Add +209.2% | 456,712 | $8.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.7% | 448,669 | $8.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -2.1% | 434,358 | $8.4M |
| Citadel Advisors | 0.01% | Reduce -69.1% | 418,929 | $8.1M |
| Cadence Bank | 0.57% | Add +1.4% | 413,944 | $8.0M |
| Squarepoint Ops LLC | 0.02% | Reduce -30.2% | 387,609 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +62.9% | 382,426 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -14.6% | 377,178 | $7.3M |
| Freestone Grove Partners LP | 0.07% | New | 376,136 | $7.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 357,263 | $6.9M |
| Yousif Capital Management, LLC | 0.08% | Add +18.3% | 353,913 | $6.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -26.1% | 352,814 | $6.8M |
| Jump Financial, LLC | 0.10% | Add +141.1% | 340,044 | $6.5M |
| California Public Employees Retirement System | 0.00% | Reduce -4.2% | 334,592 | $6.4M |
| Worldquant Millennium Advisors LLC | 0.04% | Reduce -46.6% | 320,656 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 315,791 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 313,548 | $6.0M |
| Quantinno Capital Management LP | 0.04% | Add +218.4% | 308,838 | $5.9M |
| New York State Teachers Retirement System | 0.01% | Add +0.0% | 304,012 | $5.9M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -0.7% | 271,087 | $5.2M |
| Pictet Asset Management Holding SA | 0.01% | Add +6.4% | 269,143 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.9% | 267,240 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.7% | 251,694 | $4.9M |
| Modern Wealth Management, LLC | 0.15% | Add +58.1% | 245,708 | $4.7M |
| Chatham Capital Group, Inc. | 0.77% | No change | 238,217 | $4.6M |
| National Bank of Canada | 0.01% | Add +61.3% | 233,946 | $4.5M |
| Bastion Asset Management Inc. | 2.37% | Add +77.9% | 224,418 | $4.4M |
| Altrius Capital Management Inc | 1.07% | Add +4.6% | 227,666 | $4.4M |
| Cresset Asset Management, LLC | 0.02% | Add +13.8% | 218,062 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +53.4% | 219,899 | $4.2M |
| Lighthouse Investment Partners, LLC | 0.19% | New | 219,158 | $4.2M |
| Sei Investments Co. | 0.01% | Add +26.0% | 216,772 | $4.2M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.33% | Add +0.2% | 213,572 | $4.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +1.8% | 213,295 | $4.1M |
| State of Wisconsin Investment Board | 0.01% | Add +33.0% | 206,857 | $4.0M |
| Aberdeen Group plc | 0.01% | Add +59.4% | 208,092 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.6% | 205,027 | $3.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +9.8% | 182,957 | $3.5M |
| Icon Wealth Advisors, LLC | 0.28% | Add +125.0% | 180,000 | $3.5M |
| Twelve Points Wealth Management LLC | 0.93% | Add +10.9% | 177,209 | $3.4M |
| Maltese Capital Management LLC | 0.56% | Add +96.7% | 177,000 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -17.4% | 175,934 | $3.4M |
| Point72 Europe (London) LLP | 0.23% | New | 175,900 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -26.4% | 173,497 | $3.3M |
| STRS Ohio | 0.01% | Add +101.1% | 172,963 | $3.3M |
| Fire Capital Management LLC | 2.44% | No change | 172,333 | $3.3M |
| Uncommon Cents Investing LLC | 0.96% | Reduce -0.6% | 169,644 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 163,421 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.3% | 162,572 | $3.1M |
| Swedbank AB | 0.00% | No change | 161,088 | $3.1M |
| Danske Bank A/S | 0.01% | Reduce -6.1% | 157,193 | $3.0M |
| Kinloch Capital, LLC | 1.44% | Add +35.4% | 156,439 | $3.0M |
| APG Asset Management N.V. | 0.01% | Reduce -2.3% | 167,100 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Add +8.5% | 153,026 | $2.9M |
| GAMCO Investors | 0.03% | Add +3.3% | 151,108 | $2.9M |
| Wellington Management Group LLP | 0.00% | Add +47.7% | 149,145 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +26.2% | 148,049 | $2.8M |
| Man Group plc | 0.01% | Reduce -50.4% | 146,963 | $2.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +37.0% | 145,512 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +11.4% | 145,311 | $2.8M |
| Korea Investment CORP | 0.01% | Add +126.3% | 144,247 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Add +21.9% | 142,700 | $2.7M |
| Ilex Capital Partners (UK) LLP | 0.11% | New | 142,245 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +13.0% | 141,640 | $2.7M |
| Gifford Fong Associates | 0.67% | No change | 140,480 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +49.5% | 140,184 | $2.7M |
| Ally Financial Inc. | 0.30% | No change | 140,000 | $2.7M |
| Dupree Financial Group, LLC | 1.13% | Add +2.3% | 136,811 | $2.6M |
| Royal London Asset Management Ltd. | 0.01% | Add +12.0% | 136,757 | $2.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +0.1% | 134,794 | $2.6M |
| Tudor Investment Corporation | 0.02% | Reduce -52.8% | 133,501 | $2.6M |
| Interval Partners, LP | 0.09% | New | 132,419 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 128,143 | $2.5M |
| Systematic Alpha Investments, LLC | 0.09% | No change | 126,200 | $2.4M |
| Nomura Holdings Inc. | 0.01% | Add +138.0% | 125,480 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -17.7% | 125,185 | $2.4M |
| Blackhawk Capital Partners, LLC | 1.24% | Reduce -2.7% | 125,017 | $2.4M |
| Gotham Asset Management | 0.02% | Add +0.2% | 123,773 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 123,280 | $2.4M |
| American Financial Group Inc. | 1.01% | No change | 119,150 | $2.3M |
| Catherine Avery Investment Management LLC | 2.02% | Add +7.3% | 117,083 | $2.3M |
| Toronto Dominion Bank | 0.01% | Reduce -28.2% | 116,575 | $2.2M |
| Commerce Bank | 0.01% | Reduce -0.0% | 115,935 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +84.9% | 115,592 | $2.2M |
| Quantbot Technologies LP | 0.07% | Reduce -48.8% | 112,483 | $2.2M |
| Unison Advisors LLC | 0.27% | Add +1.6% | 109,613 | $2.1M |
| Asset Management One Co., Ltd. | 0.01% | Add +2.7% | 109,551 | $2.1M |
| Keystone Financial Planning, Inc. | 0.62% | No change | 107,994 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +3.0% | 107,842 | $2.1M |
| FMR LLC | 0.00% | Add +158.7% | 107,267 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.0% | 106,459 | $2.0M |
| Credit Agricole S A | 0.01% | Add +5.9% | 106,102 | $2.0M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -12.2% | 105,588 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | No change | 100,878 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +15.3% | 102,089 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4.2% | 101,987 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -6.8% | 101,626 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -11.3% | 100,493 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +34.8% | 97,550 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.29% | Add +2.1% | 98,632 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +39.6% | 96,252 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +10.2% | 95,358 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.8% | 95,015 | $1.8M |
| Guggenheim Capital LLC | 0.02% | Add +6.8% | 94,348 | $1.8M |
| Alaska Permanent Fund Corp | 0.03% | No change | 96,632 | $1.8M |
| American Century Companies Inc. | 0.00% | Add +5.3% | 93,343 | $1.8M |
| State of Michigan Retirement System | 0.01% | Add +0.3% | 91,395 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -31.9% | 88,702 | $1.7M |
| Alexander Randolph Advisory, Inc. | 1.64% | Reduce -3.6% | 86,986 | $1.7M |
| HRT Financial LP | 0.01% | Reduce -20.5% | 86,696 | $1.7M |
| Wbi Investments, LLC | 0.43% | Reduce -17.2% | 85,411 | $1.6M |
| Kestra Investment Management, LLC | 0.03% | Add +127.0% | 83,508 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -0.3% | 83,341 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Add +3.4% | 82,895 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Add +7.7% | 82,215 | $1.6M |
| Redwood Investment Management, LLC | 0.17% | Reduce -8.3% | 82,169 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +5.9% | 81,576 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.1% | 80,500 | $1.5M |
| AIMZ Investment Advisors, LLC | 0.54% | Reduce -0.7% | 80,116 | $1.5M |
| Comerica Bank | 0.01% | Reduce -2.8% | 79,711 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -73.2% | 78,980 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | Reduce -63.3% | 77,285 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Add +1.0% | 74,619 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.9% | 74,592 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +3.8% | 73,450 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.4% | 71,221 | $1.4M |
| Czech National Bank | 0.01% | Add +6.3% | 71,198 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.9% | 70,890 | $1.4M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -0.6% | 71,874 | $1.4M |
| S&co Inc. | 0.09% | No change | 69,745 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 69,300 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.3% | 69,217 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +10.0% | 68,767 | $1.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +27.2% | 68,119 | $1.3M |
| Ethic Inc. | 0.03% | Reduce -2.4% | 67,412 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -71.8% | 67,217 | $1.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.4% | 66,611 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 65,667 | $1.3M |
| Mizuho Markets Americas LLC | 0.03% | Reduce -52.4% | 63,202 | $1.2M |
| SummitTX Capital, L.P. | 0.05% | — | 62,208 | $1.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +21.4% | 60,150 | $1.2M |
| Amalgamated Bank | 0.01% | Add +2.4% | 59,909 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Reduce -0.7% | 59,394 | $1.1M |
| DNB Asset Management AS | 0.01% | Add +6.0% | 57,551 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | No change | 57,523 | $1.1M |
| Poehling Capital Management, INC. | 0.27% | Add +0.3% | 55,730 | $1.1M |
| Stephens Inc. | 0.02% | Add +253.5% | 55,654 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.63% | Add +4.7% | 60,754 | $1.1M |
| Brevan Howard Capital Management LP | 0.03% | Add +226.4% | 55,112 | $1.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +0.1% | 55,112 | $1.1M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.57% | Reduce -7.0% | 54,824 | $1.1M |
| Zurich Insurance Group Ltd | 0.01% | No change | 54,700 | $1.1M |
| Auxier Asset Management LLC | 0.15% | Reduce -1.3% | 53,932 | $1.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | No change | 53,030 | $1.0M |
| Wolverine Trading, LLC | 0.03% | Add +102.8% | 51,484 | $993K |
| Janus Henderson Group PLC | 0.00% | Add +3.0% | 48,953 | $944K |
| Tounjian Advisory Partners, LLC | 0.17% | — | 48,462 | $933K |
| Mork Capital Management, LLC | 0.73% | No change | 48,400 | $932K |
| Creative Planning | 0.00% | Add +51.0% | 47,013 | $905K |
| XTX Topco Ltd | 0.05% | Add +176.0% | 46,783 | $901K |
| Weaver C. Barksdale & Associates, Inc. | 0.86% | Reduce -2.4% | 46,661 | $898K |
| ARGA Investment Management, LP | 0.03% | No change | 46,598 | $897K |
| Candriam S.C.A. | 0.01% | Reduce -27.0% | 46,335 | $892K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.7% | 45,944 | $884K |
| KBC Group NV | 0.00% | Reduce -62.6% | 45,538 | $877K |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | Add +47.3% | 45,409 | $874K |
| CreativeOne Wealth, LLC | 0.03% | Add +21.9% | 44,834 | $863K |
| Donald L. Hagan, LLC | 0.44% | Reduce -0.1% | 44,006 | $847K |
| Evergreen Capital Management LLC | 0.03% | New | 43,199 | $845K |
| Axq Capital, LP | 0.34% | Reduce -50.8% | 43,819 | $844K |
| Xponance LLC | 0.01% | Reduce -0.5% | 43,479 | $837K |
| Tiaa Trust, National Association | 0.00% | No change | 43,000 | $828K |
| Daiwa Securities Group Inc. | 0.00% | Add +8.9% | 42,330 | $815K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +40.9% | 41,489 | $812K |
| Teacher Retirement System of Texas | 0.00% | New | 42,127 | $811K |
| Ironwood Investment Counsel, LLC | 0.13% | Add +7.0% | 40,128 | $772K |
| Independent Advisor Alliance | 0.03% | Reduce -11.3% | 39,869 | $768K |
| Elevated Capital Advisors, LLC | 0.21% | Add +6.4% | 38,617 | $743K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Reduce -38.4% | 38,494 | $741K |
| Gold Investment Management Ltd. | 0.31% | Add +33.3% | 37,973 | $731K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.3% | 37,856 | $729K |
| Dark Forest Capital Management LP | 0.03% | Add +35.0% | 37,660 | $725K |
| Macquarie Group Ltd. | 0.00% | Add +17.2% | 37,222 | $717K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -13.9% | 36,461 | $702K |
| Cibc World Markets Corp. | 0.01% | Reduce -23.9% | 36,398 | $701K |
| State of Alaska, Department of Revenue | 0.01% | Add +3.1% | 36,327 | $699K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.6% | 36,048 | $694K |
| Mariner, LLC | 0.00% | Reduce -34.8% | 35,686 | $687K |
| Neuberger Berman Group LLC | 0.00% | Add +22.9% | 34,949 | $673K |
| Simplex Trading, LLC | 0.02% | Add +944.9% | 34,775 | $669K |
| Sigma Planning Corp | 0.02% | Add +39.3% | 33,976 | $654K |
| Schroder Investment Management Group | 0.00% | Add +12.6% | 34,393 | $652K |
| Abundance Wealth Counselors | 0.14% | Add +16.6% | 33,725 | $649K |
| Allstate Corp. | 0.02% | New | 33,456 | $644K |
| Nordea Investment Management AB | 0.00% | Add +0.3% | 32,355 | $617K |
| Bayesian Capital Management, LP | 0.10% | New | 31,654 | $609K |
| Bank of Nova Scotia | 0.00% | Reduce -23.1% | 31,587 | $608K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -33.1% | 31,390 | $604K |
| OP Asset Management Ltd | 0.01% | — | 31,197 | $601K |
| Group One Trading LLC | 0.02% | Add +99.9% | 30,960 | $596K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.2% | 30,752 | $592K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 30,537 | $588K |
| Global X Japan Co., Ltd. | 0.07% | Add +17.2% | 30,138 | $580K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 29,292 | $564K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,367 | $546K |
| Shepherd Kaplan Krochuk, LLC | 0.46% | New | 27,911 | $537K |
| Rakuten Investment Management, Inc. | 0.00% | — | 27,732 | $535K |
| SlateStone Wealth, LLC | 0.05% | Add +13.9% | 27,426 | $528K |
| Apollon Wealth Management, LLC | 0.01% | Add +12.1% | 27,277 | $525K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.5% | 26,600 | $512K |
| Atria Investments, Inc | 0.01% | Add +124.8% | 26,491 | $510K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 26,464 | $509K |
| Woodline Partners LP | 0.00% | Add +41.1% | 26,189 | $504K |
| Gen-Wealth Partners Inc | 0.21% | Add +2.8% | 25,972 | $500K |
| Penserra Capital Management LLC | 0.01% | Add +9.5% | 25,648 | $493K |
| Leonteq Securities AG | 0.04% | Add +113.0% | 25,416 | $488K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 25,166 | $484K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.1% | 25,074 | $483K |
| Mizuho Securities USA LLC | 0.01% | Reduce -15.2% | 24,820 | $478K |
| CSS LLC | 0.09% | Add +36.1% | 24,528 | $472K |
| US Bancorp \de | 0.00% | Add +17.0% | 24,028 | $463K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +5.7% | 23,825 | $458K |
| QRG Capital Management, Inc. | 0.00% | Reduce -60.4% | 23,591 | $454K |
| Park National Corp. | 0.02% | Reduce -3.2% | 23,445 | $451K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 23,279 | $448K |
| Sovran Advisors, LLC | 0.06% | Add +80.4% | 25,062 | $441K |
| Tredje AP-fonden | 0.00% | No change | 22,508 | $433K |
| Natixis Advisors, LLC | 0.00% | Add +23.8% | 22,439 | $432K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -20.4% | 22,163 | $427K |
| Gateway Investment Advisers LLC | 0.00% | New | 22,120 | $426K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.0% | 22,119 | $426K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -40.6% | 21,528 | $414K |
| Prudential PLC | 0.00% | No change | 21,477 | $413K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.05% | Reduce -2.7% | 21,345 | $411K |
| Plato Investment Management Ltd | 0.03% | No change | 21,063 | $410K |
| Whitener Capital Management, Inc. | 0.12% | Add +3.4% | 21,245 | $409K |
| Kentucky Retirement Systems | 0.01% | Reduce -0.3% | 21,130 | $407K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -20.0% | 20,838 | $401K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.6% | 20,669 | $398K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 20,500 | $395K |
| Verity Asset Management, Inc. | 0.16% | Add +3.9% | 20,421 | $393K |
| Centennial Wealth Advisory LLC | 0.14% | Add +7.8% | 20,311 | $391K |
| Wright Investors Service Inc. | 0.13% | Reduce -8.1% | 20,262 | $390K |
| Metis Global Partners, LLC | 0.01% | Add +12.7% | 20,124 | $387K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.0% | 19,919 | $383K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 19,883 | $383K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +28.4% | 19,727 | $380K |
| NEOS Investment Management LLC | 0.01% | Add +23.6% | 19,648 | $378K |
| V-Square Quantitative Management LLC | 0.05% | Reduce -3.7% | 19,079 | $367K |
| First National Trust Co | 0.01% | No change | 18,880 | $363K |
| Hartford Investment Management Co. | 0.01% | Reduce -2.2% | 18,448 | $355K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +49.4% | 18,365 | $354K |
| Capital Investment Counsel, Inc | 0.05% | Add +12.3% | 18,294 | $352K |
| Code Waechter LLC | 0.29% | Reduce -57.1% | 18,153 | $349K |
| Cherry Creek Investment Advisors, Inc. | 0.18% | New | 18,129 | $349K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,025 | $347K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.0% | 20,448 | $341K |
| AIA Group Ltd | 0.01% | Add +24.6% | 17,658 | $340K |
| Impact Partnership Wealth, LLC | 0.07% | New | 17,428 | $335K |
| Hilltop Holdings Inc. | 0.02% | Add +44.8% | 17,350 | $334K |
| Associated Banc-Corp | 0.01% | Reduce -5.5% | 17,343 | $334K |
| Guinness Asset Management LTD | 0.01% | Reduce -6.1% | 17,325 | $334K |
| Vident Advisory, LLC | 0.00% | New | 17,322 | $333K |
| Corient Private Wealth LP | 0.00% | Add +10.7% | 17,231 | $332K |
| Sterling Capital Management LLC | 0.01% | Add +1.1% | 17,209 | $331K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +11.7% | 17,202 | $331K |
| Matrix Trust Co | 0.06% | Add +50.7% | 17,188 | $331K |
| Avanza Fonder AB | 0.01% | No change | 17,000 | $330K |
| Consolidated Portfolio Review Corp | 0.05% | New | 17,075 | $329K |
| IFP Advisors, Inc | 0.01% | Add +2.0% | 16,869 | $325K |
| Grassi Investment Management | 0.03% | No change | 16,835 | $324K |
| Louisiana State Employees Retirement System | 0.01% | Add +0.6% | 16,700 | $321K |
| Utah Retirement Systems | 0.00% | Add +8.4% | 16,589 | $319K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.4% | 16,372 | $315K |
| Verus Capital Partners, LLC | 0.03% | Add +4.8% | 16,295 | $314K |
| MBB Public Markets I LLC | 0.04% | New | 16,284 | $313K |
| Revisor Wealth Management LLC | 0.14% | New | 16,022 | $313K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -47.8% | 16,209 | $312K |
| Rockland Trust Co. | 0.02% | Reduce -14.1% | 16,170 | $311K |
| Abel Hall, LLC | 0.19% | Add +0.8% | 16,158 | $311K |
| Hardy Reed LLC | 0.03% | Reduce -3.5% | 16,130 | $311K |
| Norinchukin Bank, The | 0.01% | Add +15.4% | 16,103 | $310K |
| Pacer Advisors, Inc. | 0.00% | Reduce -56.5% | 15,810 | $304K |
| MML Investors Services, LLC | 0.00% | Reduce -15.4% | 15,520 | $299K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 15,429 | $297K |
| Praxis Investment Management Inc. | 0.02% | No change | 15,260 | $294K |
| Fifth Third Bancorp | 0.00% | Add +12.9% | 14,915 | $287K |
| LGT Group Foundation | 0.00% | No change | 14,900 | $287K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 14,801 | $285K |
| North Star Asset Management Inc. | 0.01% | Reduce -13.0% | 14,770 | $284K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 14,500 | $279K |
| Boyar Asset Management Inc. | 0.20% | No change | 14,498 | $279K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -1.4% | 14,473 | $279K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.5% | 14,193 | $273K |
| ING Groep NV | 0.00% | Reduce -6.6% | 13,904 | $268K |
| M&G PLC | 0.00% | No change | 13,907 | $264K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.6% | 13,662 | $264K |
| Truist Financial Corp. | 0.00% | Reduce -63.5% | 13,625 | $262K |
| International Private Wealth Advisors LLC | 0.25% | Add +0.5% | 13,581 | $261K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -9.8% | 13,252 | $259K |
| Ossiam | 0.00% | New | 13,371 | $257K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -25.1% | 13,321 | $256K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 13,318 | $256K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,071 | $252K |
| Clare Market Investments LLC | 0.07% | New | 12,900 | $248K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -56.8% | 12,883 | $248K |
| Journey Advisory Group, LLC | 0.02% | No change | 12,744 | $245K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.9% | 12,687 | $245K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 12,685 | $244K |
| Intech Investment Management LLC | 0.00% | No change | 12,674 | $244K |
| Moody National Bank Trust Division | 0.03% | No change | 12,611 | $243K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -62.0% | 12,459 | $240K |
| United Community Bank | 0.09% | Add +8.6% | 12,350 | $238K |
| Prentice Wealth Management LLC | 0.07% | New | 12,149 | $234K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.6% | 12,146 | $234K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 12,067 | $232K |
| Savvy Advisors, Inc. | 0.02% | Add +2.0% | 11,930 | $230K |
| Mgo One Seven LLC | 0.01% | New | 11,655 | $224K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11,615 | $224K |
| FreeGulliver LLC | 0.11% | Add +0.1% | 11,414 | $220K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 11,191 | $215K |
| Focus Partners Wealth | 0.00% | Reduce -53.8% | 11,130 | $214K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 11,050 | $213K |
| Aviva PLC | 0.00% | Add +0.6% | 11,009 | $212K |
| Boston Trust Walden Corp | 0.00% | No change | 11,000 | $212K |
| Bessemer Group Inc. | 0.00% | Add +22.5% | 10,765 | $207K |
| Empirical Finance, LLC | 0.01% | New | 10,641 | $205K |
| Angeles Wealth Management, LLC | 0.02% | Add +1.4% | 10,630 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.4% | 10,574 | $204K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,548 | $203K |
| Manske Wealth Management | 0.08% | Add +1.0% | 10,438 | $201K |
| Rothschild Investment LLC | 0.01% | Reduce -5.2% | 10,370 | $200K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -94.6% | 10,176 | $196K |
| Paragon Capital Management Ltd | 0.04% | Add +1.6% | 10,050 | $193K |
| Maple Capital Management, Inc. | 0.01% | New | 10,000 | $193K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.5% | 9,860 | $190K |
| Neo Ivy Capital Management | 0.06% | New | 9,674 | $186K |
| PEAK6 LLC | 0.01% | Reduce -90.7% | 8,930 | $172K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -29.4% | 8,633 | $166K |
| Exchange Traded Concepts, LLC | 0.00% | Add +85.0% | 8,553 | $165K |
| Quadrant Capital Group LLC | 0.01% | Add +323.4% | 8,435 | $162K |
| Natixis | 0.00% | New | 8,278 | $158K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 8,119 | $156K |
| Ostrum Asset Management | 0.01% | Reduce -2.5% | 7,947 | $153K |
| AlphaCore Capital LLC | 0.01% | New | 7,816 | $153K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.0% | 7,800 | $150K |
| GAMMA Investing LLC | 0.01% | Add +3.0% | 7,785 | $150K |
| Ascentis Wealth Management, LLC | 0.05% | Reduce -23.2% | 7,718 | $149K |
| Allworth Financial LP | 0.00% | Add +16.4% | 7,340 | $138K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -13.7% | 7,018 | $135K |
| Jones Financial Companies LLLP | 0.00% | Add +137.5% | 6,976 | $134K |
| Vestcor Inc | 0.00% | No change | 6,907 | $133K |
| Capital Analysts, LLC | 0.00% | Reduce -10.2% | 6,750 | $130K |
| Lindbrook Capital, LLC | 0.01% | Add +297.8% | 6,730 | $130K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.9% | 5,940 | $114K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.5% | 5,659 | $109K |
| Mufg Securities Americas Inc. | 0.01% | Add +20.3% | 5,487 | $106K |
| Covestor Ltd | 0.07% | Reduce -40.6% | 5,104 | $98K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,989 | $96K |
| West Oak Capital, LLC | 0.05% | No change | 4,880 | $94K |
| Horizon Investments, LLC | 0.00% | Add +7.1% | 4,519 | $87K |
| Walleye Trading LLC | 0.00% | Reduce -94.3% | 4,495 | $87K |
| South Dakota Investment Council | 0.00% | No change | 4,242 | $82K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 3,910 | $75K |
| Private Trust Co. NA | 0.01% | Add +79.8% | 3,802 | $73K |
| Storebrand Asset Management As | 0.00% | Reduce -47.8% | 3,746 | $72K |
| ORG Partners LLC | 0.02% | Reduce -93.9% | 212 | $68K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -39.2% | 3,443 | $66K |
| Siemens Fonds Invest GmbH | 0.00% | New | 3,251 | $63K |
| Hexagon Capital Partners LLC | 0.01% | Add +6.8% | 3,230 | $62K |
| Inlight Wealth Management, LLC | 0.04% | Reduce -79.5% | 3,179 | $61K |
| Brooklyn Investment Group | 0.01% | Add +78.3% | 3,139 | $60K |
| Caldwell Trust Co | 0.01% | No change | 3,009 | $58K |
| Harbour Investments, Inc. | 0.00% | Add +20.0% | 2,859 | $55K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.1% | 2,603 | $50K |
| Signaturefd, LLC | 0.00% | Add +39.4% | 2,592 | $50K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -47.0% | 2,484 | $48K |
| Contravisory Investment Management, Inc. | 0.01% | New | 2,400 | $46K |
| Tompkins Financial Corp. | 0.00% | Add +12.5% | 2,250 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 1,957 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 2,000 | $39K |
| Huntington National Bank | 0.00% | Add +111.7% | 1,829 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 1,749 | $34K |
| Manchester Capital Management LLC | 0.00% | Add +49.9% | 1,668 | $32K |
| Anchor Investment Management, LLC | 0.00% | Reduce -37.4% | 1,639 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -9.9% | 1,541 | $30K |
| CI Investments Inc. | 0.00% | Reduce -6.8% | 1,506 | $29K |
| Trust Co. of Vermont | 0.00% | No change | 1,500 | $29K |
| Investors Research Corp | 0.01% | No change | 1,400 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +91.2% | 1,392 | $27K |
| Mather Group, Llc. | 0.00% | Reduce -99.8% | 1,328 | $26K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,237 | $24K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,200 | $23K |
| S.A. Mason LLC | 0.01% | Add +27.7% | 1,175 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -12.9% | 1,008 | $19K |
| Peoples Bank | 0.01% | No change | 1,000 | $19K |
| Larson Financial Group LLC | 0.00% | Reduce -32.3% | 991 | $19K |
| CX Institutional | 0.00% | New | 979 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 950 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -47.8% | 857 | $17K |
| Fortitude Family Office, LLC | 0.01% | No change | 850 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 829 | $16K |
| Park Place Capital Corp | 0.00% | New | 810 | $16K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 750 | $14K |
| Global Trust Asset Management, LLC | 0.01% | No change | 675 | $13K |
| Bokf, NA | 0.00% | No change | 651 | $13K |
| Clearstead Trust, LLC | 0.00% | New | 646 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +48.9% | 633 | $12K |
| Aspect Partners, LLC | 0.01% | No change | 630 | $12K |
| Generali Asset Management SPA SGR | 0.00% | No change | 616 | $12K |
| Sandy Spring Bank | 0.00% | No change | 600 | $12K |
| Ameriflex Group, Inc. | 0.00% | Add +67.0% | 586 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +301.4% | 582 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 533 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 500 | $10K |
| UMB Bank, n.a. | 0.00% | Reduce -78.5% | 508 | $10K |
| Eastern Bank | 0.00% | No change | 500 | $10K |
| Whittier Trust Co. | 0.00% | No change | 500 | $10K |
| Millstone Evans Group, LLC | 0.01% | No change | 486 | $9K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 463 | $9K |
| Lanark Financial, Inc. | 0.00% | — | 500 | $9K |
| Smithfield Trust Co | 0.00% | No change | 484 | $9K |
| Consultiva Wealth Management, Corp. | 0.03% | Add +1.8% | 463 | $9K |
| Zions Bancorporation, National Association | 0.00% | — | 405 | $8K |
| Summit Securities Group LLC | 0.01% | New | 400 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 400 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +9.3% | 387 | $7K |
| Activest Wealth Management | 0.00% | Add +172.4% | 346 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -4.2% | 345 | $7K |
| MAI Capital Management | 0.00% | No change | 340 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 328 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 325 | $6K |
| Alpine Bank Wealth Management | 0.00% | — | 300 | $6K |
| Key Financial Inc | 0.00% | No change | 291 | $6K |
| Decker Retirement Planning Inc. | 0.00% | No change | 281 | $5K |
| Addison Advisors LLC | 0.00% | No change | 259 | $5K |
| Quent Capital, LLC | 0.00% | Add +2.8% | 254 | $5K |
| Blue Trust, Inc. | 0.00% | Add +64.3% | 230 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -88.0% | 218 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -25.9% | 217 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -62.6% | 215 | $4K |
| AlphaQuest LLC | 0.00% | New | 208 | $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 |
| SouthState Bank Corp | 0.00% | New | 168 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -24.4% | 167 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -56.7% | 162 | $3K |
| Hemington Wealth Management | 0.00% | Add +38.1% | 192 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 136 | $3K |
| TFC Financial Management, Inc. | 0.00% | Add +274.2% | 116 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.8% | 115 | $2K |
| Saudi Central Bank | 0.01% | New | 113 | $2K |
| NFSG Corp | 0.00% | Reduce -72.5% | 108 | $2K |
| High Note Wealth, LLC | 0.00% | New | 108 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $2K |
| NewSquare Capital LLC | 0.00% | Add +400.0% | 95 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 92 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -26.7% | 88 | $2K |
| Sachetta, LLC | 0.00% | New | 78 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 71 | $1K |
| Beacon Capital Management, LLC | 0.00% | New | 71 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +123.3% | 67 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.8% | 64 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -97.8% | 58 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -86.7% | 56 | $1K |
| West Financial Advisors, LLC | 0.00% | Add +2.0% | 52 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 45 | $1K |
| GW&K Investment Management, LLC | 0.00% | No change | 30 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 45 | $866 |
| Raffa Wealth Management, LLC | 0.00% | No change | 43 | $828 |
| Cornerstone Planning Group LLC | 0.00% | New | 44 | $809 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.5% | 42 | $809 |
| LRI Investments, LLC | 0.00% | No change | 41 | $789 |
| Spire Wealth Management | 0.00% | Reduce -88.2% | 41 | $789 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -64.2% | 39 | $751 |
| Rise Advisors, LLC | 0.00% | New | 38 | $732 |
| Capital A Wealth Management, LLC | 0.00% | Add +73.3% | 26 | $501 |
| Bogart Wealth, LLC | 0.00% | New | 26 | $501 |
| Dunhill Financial, LLC | 0.00% | Reduce -38.1% | 26 | $498 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 21 | $405 |
| SWAN Capital LLC | 0.00% | No change | 20 | $385 |
| WealthTrak Capital Management LLC | 0.00% | Add +50.0% | 15 | $289 |
| Principia Wealth Advisory, LLC | 0.00% | New | 15 | $279 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -65.8% | 13 | $250 |
| Abound Wealth Management | 0.00% | No change | 12 | $234 |
| WestEnd Advisors, LLC | 0.00% | Add +100.0% | 12 | $231 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 10 | $193 |
| HFM Investment Advisors, LLC | 0.00% | — | 9 | $174 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.7% | 9 | $173 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 7 | $135 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 6 | $117 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $97 |
| Nvwm, LLC | 0.00% | New | 5 | $96 |
| Y.D. More Investments Ltd | 0.00% | Add +14.7% | 430 | $22 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -98.9% | 1 | $20 |
| Avion Wealth | 0.00% | New | 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.