Franklin TempletonBEN
13F holders, Q4 2025 (December 31)576holders −15
64new positions
89sold out
9famous investors
$23.92avg. 13F price*
At the end of Q4 2025, 576 institutions reported holding Franklin Templeton Inc. (BEN) in their 13F filings, down 15 from Q3 2025. 64 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($886.6M), Power Corp of Canada ($753.9M) and BlackRock, Inc. ($709.8M). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Franklin Templeton Inc.
- Sector
- Finance
- CUSIP
- 354613101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $119.7M |
| Exits | 89 | $110.0M |
All 13F filers, Q3 2025 → Q4 2025: 26,884,798 shares bought and 22,529,145 shares sold, net +4,355,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 576 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 37,109,786 | $886.6M |
| Power Corp of Canada | 100.00% | No change | 31,557,117 | $753.9M |
| BlackRock, Inc. | 0.01% | Add +4.8% | 29,711,243 | $709.8M |
| State Street Corp. | 0.02% | Reduce -0.7% | 20,744,893 | $502.3M |
| Dimensional Fund Advisors LP | 0.05% | Add +8.1% | 10,882,860 | $260.0M |
| Invesco Ltd. | 0.02% | Add +8.2% | 10,122,937 | $241.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 8,069,495 | $192.8M |
| ProShare Advisors LLC | 0.30% | Add +3.6% | 7,083,168 | $169.2M |
| Citadel Advisors | 0.10% | Add +43.3% | 6,280,203 | $150.0M |
| Azora Capital LP | 8.72% | Add +78.8% | 5,796,575 | $138.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -15.1% | 5,645,590 | $134.9M |
| Morgan Stanley | 0.01% | Reduce -30.6% | 4,314,807 | $103.1M |
| Squarepoint Ops LLC | 0.20% | Add +188.2% | 4,131,559 | $98.7M |
| Norges Bank | 0.01% | — | 4,109,155 | $98.2M |
| Northern Trust Corp. | 0.01% | Reduce -5.2% | 3,903,940 | $93.3M |
| Bank of New York Mellon Corp | 0.02% | Add +125.3% | 3,737,050 | $89.3M |
| Kopernik Global Investors, LLC | 6.43% | Add +23.2% | 3,369,165 | $80.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.0% | 3,167,922 | $75.7M |
| Vest Financial, LLC | 0.66% | Reduce -1.6% | 2,183,589 | $52.2M |
| Verition Fund Management LLC | 0.29% | Add +74.0% | 2,176,436 | $52.0M |
| UBS Group AG | 0.01% | Reduce -39.6% | 2,037,464 | $48.7M |
| First Trust Advisors LP | 0.03% | Add +13.4% | 1,955,927 | $46.7M |
| Two Sigma Investments, LP | 0.07% | Add +23.6% | 1,848,179 | $44.2M |
| Voloridge Investment Management, LLC | 0.15% | Add +12.4% | 1,765,840 | $42.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.8% | 1,685,483 | $40.3M |
| Barclays PLC | 0.02% | Add +44.0% | 1,649,569 | $39.4M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +2.9% | 1,624,537 | $38.8M |
| Bank of America Corp. | 0.00% | Add +18.2% | 1,431,232 | $34.2M |
| Gallagher Fiduciary Advisors, LLC | 1.10% | Reduce -0.3% | 1,424,072 | $34.0M |
| Wedge Capital Management L L P | 0.56% | Reduce -6.4% | 1,307,273 | $31.2M |
| AQR Capital Management | 0.02% | Add +65.4% | 1,268,912 | $30.3M |
| Victory Capital Management Inc. | 0.02% | Add +25.8% | 1,244,323 | $29.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -4.3% | 1,213,940 | $29.0M |
| Allianz Asset Management GmbH | 0.03% | Add +28.3% | 1,203,881 | $28.8M |
| Deutsche Bank AG | 0.01% | Add +9.3% | 1,156,603 | $27.6M |
| HSBC Holdings PLC | 0.02% | Reduce -2.4% | 1,119,809 | $26.8M |
| Legal & General Group Plc | 0.01% | Reduce -8.3% | 1,058,710 | $25.3M |
| Prudential Financial Inc. | 0.03% | Add +43.2% | 1,024,183 | $24.5M |
| Two Sigma Advisers, LP | 0.05% | Add +35.4% | 988,800 | $23.6M |
| Nuveen, LLC | 0.01% | Reduce -3.0% | 975,909 | $23.3M |
| Prana Capital Management, LP | 0.78% | Add +5.1% | 904,970 | $21.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.98% | Add +2.2% | 856,041 | $20.5M |
| Hancock Whitney Corp. | 0.35% | New | 823,015 | $19.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +51.9% | 818,745 | $19.6M |
| Franklin Resources Inc. | 0.00% | Reduce -8.2% | 791,771 | $18.9M |
| Quantinno Capital Management LP | 0.04% | Add +41.4% | 790,446 | $18.9M |
| Royal Bank of Canada | 0.00% | Reduce -90.7% | 768,593 | $18.4M |
| Balyasny Asset Management L.P. | 0.04% | New | 767,683 | $18.3M |
| Renaissance Technologies | 0.03% | Reduce -12.8% | 753,300 | $18.0M |
| Swiss Life Asset Management Ltd | 0.09% | Reduce -9.7% | 725,800 | $17.3M |
| Alliancebernstein L.P. | 0.00% | Add +70.3% | 654,936 | $15.6M |
| Amundi | 0.00% | Add +29.3% | 626,137 | $15.0M |
| Rhumbline Advisers | 0.01% | Reduce -4.7% | 614,448 | $14.7M |
| Sound Income Strategies, LLC | 0.69% | Reduce -1.5% | 558,651 | $14.5M |
| Foundation Resource Management Inc. | 1.89% | Add +0.8% | 589,781 | $14.1M |
| California Public Employees Retirement System | 0.01% | Add +9.1% | 585,596 | $14.0M |
| Swiss National Bank | 0.01% | Add +0.5% | 563,000 | $13.5M |
| Longaeva Partners L.P. | 1.61% | New | 562,264 | $13.4M |
| First Citizens Bank & Trust Co. | 0.27% | Add +5903.4% | 546,491 | $13.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -2.5% | 543,802 | $12.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -8.3% | 519,237 | $12.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | New | 505,591 | $12.1M |
| Millennium Management | 0.01% | Reduce -19.9% | 504,539 | $12.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 468,029 | $11.2M |
| BNP Paribas Financial Markets | 0.01% | Add +4.7% | 447,068 | $10.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 444,481 | $10.6M |
| Cadence Bank | 0.61% | Add +0.6% | 433,043 | $10.3M |
| Modern Wealth Management, LLC | 0.18% | Add +6.5% | 403,810 | $9.6M |
| Kettle Hill Capital Management, LLC | 2.08% | Reduce -47.8% | 390,346 | $9.3M |
| LPL Financial LLC | 0.00% | Reduce -24.4% | 378,934 | $9.1M |
| Cambria Investment Management, L.P. | 0.50% | New | 362,107 | $8.7M |
| Algert Global LLC | 0.13% | Add +183.5% | 354,520 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +17.9% | 351,915 | $8.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.8% | 350,543 | $8.4M |
| Yousif Capital Management, LLC | 0.09% | Reduce -0.7% | 329,867 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.5% | 332,974 | $8.0M |
| Engineers Gate Manager LP | 0.09% | Add +10.7% | 324,103 | $7.7M |
| State of Tennessee, Department of Treasury | 0.02% | Add +6.9% | 288,387 | $7.7M |
| Bastion Asset Management Inc. | 4.17% | New | 321,511 | $7.5M |
| Bank of Nova Scotia | 0.01% | Add +1311.8% | 309,459 | $7.4M |
| Citigroup Inc. | 0.01% | Reduce -41.1% | 305,549 | $7.3M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -53.9% | 314,797 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 299,843 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +189.3% | 299,459 | $7.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.7% | 297,199 | $7.1M |
| Greenwich Wealth Management LLC | 0.31% | Add +0.4% | 292,316 | $7.0M |
| Trexquant Investment LP | 0.06% | New | 291,248 | $7.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.0% | 281,048 | $6.7M |
| Holocene Advisors, LP | 0.01% | Add +397.4% | 274,503 | $6.6M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 270,778 | $6.5M |
| SG Americas Securities, LLC | 0.01% | Add +16.2% | 270,740 | $6.5M |
| Dupree Financial Group, LLC | 2.29% | Add +0.9% | 262,922 | $6.3M |
| Cinctive Capital Management LP | 0.35% | Add +216.4% | 256,361 | $6.1M |
| Focus Partners Wealth | 0.01% | New | 247,596 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +34.8% | 236,509 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -18.0% | 235,040 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 232,100 | $5.5M |
| Caisse de depot et placement du Quebec | 0.01% | No change | 231,200 | $5.5M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 230,718 | $5.5M |
| Altrius Capital Management Inc | 1.16% | Add +1.5% | 229,656 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.6% | 225,478 | $5.4M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 223,827 | $5.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.1% | 218,625 | $5.3M |
| Chatham Capital Group, Inc. | 0.75% | Reduce -3.9% | 221,000 | $5.3M |
| Royal London Asset Management Ltd. | 0.01% | Add +54.0% | 219,653 | $5.2M |
| Bank of Montreal | 0.00% | Add +13.7% | 216,469 | $5.2M |
| Aberdeen Group plc | 0.01% | Reduce -5.0% | 212,862 | $5.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +231.8% | 211,682 | $5.1M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.36% | Add +1.7% | 211,400 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 210,542 | $5.0M |
| SummitTX Capital, L.P. | 0.14% | Add +158.7% | 198,594 | $4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +12.1% | 191,410 | $4.6M |
| Creative Planning | 0.00% | Add +90.2% | 190,179 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Add +0.1% | 181,526 | $4.3M |
| Icon Wealth Advisors, LLC | 0.28% | Add +1.5% | 177,206 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -4.2% | 176,494 | $4.2M |
| Fire Capital Management LLC | 2.05% | No change | 172,333 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.0% | 169,606 | $4.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -13.0% | 167,839 | $4.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -30.4% | 167,500 | $4.0M |
| GMO | 0.01% | Add +65.5% | 166,498 | $4.0M |
| Uncommon Cents Investing LLC | 0.96% | Reduce -0.2% | 166,042 | $4.0M |
| Mackenzie Financial Corp. | 0.00% | Add +15.6% | 162,440 | $3.9M |
| Sei Investments Co. | 0.00% | Reduce -13.0% | 160,574 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +210.3% | 159,730 | $3.8M |
| Twelve Points Wealth Management LLC | 0.86% | Reduce -17.1% | 148,317 | $3.8M |
| Comerica Bank | 0.02% | Add +0.5% | 158,366 | $3.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.3% | 155,930 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 151,630 | $3.6M |
| Gifford Fong Associates | 0.67% | No change | 140,480 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.3% | 140,340 | $3.4M |
| Ally Financial Inc. | 0.41% | No change | 140,000 | $3.3M |
| Kinloch Capital, LLC | 1.39% | Reduce -16.4% | 134,998 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.3% | 131,107 | $3.1M |
| Man Group plc | 0.01% | Add +102.5% | 129,373 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -7.9% | 127,262 | $3.0M |
| APG Asset Management N.V. | 0.01% | Reduce -15.1% | 148,806 | $3.0M |
| Systematic Alpha Investments, LLC | 0.09% | No change | 126,200 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 124,376 | $3.0M |
| Gotham Asset Management | 0.01% | Reduce -0.5% | 122,238 | $2.9M |
| GAMCO Investors | 0.03% | Reduce -13.0% | 122,083 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +4.0% | 121,116 | $2.9M |
| Dark Forest Capital Management LP | 0.13% | Reduce -45.5% | 120,463 | $2.9M |
| American Financial Group Inc. | 1.05% | No change | 119,150 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.3% | 113,613 | $2.8M |
| Unison Advisors LLC | 0.24% | No change | 111,625 | $2.7M |
| Commerce Bank | 0.01% | Reduce -1.0% | 111,978 | $2.7M |
| American Century Companies Inc. | 0.00% | Reduce -27.6% | 108,594 | $2.6M |
| Summit Trail Advisors, LLC | 0.04% | Add +1.5% | 106,856 | $2.6M |
| SVB Wealth LLC | 0.15% | New | 105,153 | $2.5M |
| Keystone Financial Planning, Inc. | 0.72% | Reduce -2.0% | 103,542 | $2.5M |
| AE Wealth Management LLC | 0.01% | Add +10.0% | 103,501 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -46.4% | 102,010 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +16.0% | 100,600 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -7.5% | 99,346 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.5% | 98,043 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +16.8% | 96,627 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -8.0% | 93,772 | $2.2M |
| STRS Ohio | 0.01% | Reduce -0.1% | 93,275 | $2.2M |
| Tidal Investments LLC | 0.01% | Add +27.5% | 92,426 | $2.2M |
| Wellington Management Group LLP | 0.00% | Reduce -0.8% | 92,400 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.3% | 91,730 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -4.0% | 90,703 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.0% | 90,561 | $2.2M |
| Canada Pension Plan Investment Board | 0.00% | No change | 90,400 | $2.2M |
| Xponance LLC | 0.02% | Reduce -9.7% | 89,987 | $2.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +6.4% | 88,175 | $2.1M |
| Sterling Capital Management LLC | 0.04% | Add +46.9% | 89,922 | $2.1M |
| Alexander Randolph Advisory, Inc. | 1.71% | Reduce -0.1% | 86,046 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -43.0% | 85,116 | $2.0M |
| Czech National Bank | 0.01% | Add +4.2% | 81,049 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -3.1% | 80,237 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -7.3% | 79,239 | $1.9M |
| Public Sector Pension Investment Board | 0.01% | Reduce -89.9% | 78,275 | $1.9M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 72,275 | $1.8M |
| AIMZ Investment Advisors, LLC | 0.52% | Reduce -1.1% | 76,732 | $1.8M |
| Blackhawk Capital Partners, LLC | 0.69% | Add +5.2% | 76,430 | $1.8M |
| Jefferies Financial Group Inc. | 0.02% | New | 75,549 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +73.8% | 75,016 | $1.8M |
| CIBC Asset Management Inc | 0.00% | Add +63.5% | 74,821 | $1.8M |
| Natixis | 0.01% | New | 74,530 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.1% | 73,620 | $1.8M |
| Neo Ivy Capital Management | 0.28% | New | 73,084 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.8% | 71,497 | $1.7M |
| Bridgewater Associates | 0.01% | New | 71,031 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.18% | Reduce -28.4% | 70,844 | $1.7M |
| New York Life Investment Management LLC | 0.01% | Reduce -3.8% | 70,291 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +6.7% | 70,143 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +29.0% | 69,581 | $1.7M |
| Tiaa Trust, National Association | 0.00% | Add +58.7% | 68,234 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -0.3% | 67,340 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -12.3% | 67,078 | $1.6M |
| Board of the Pension Protection Fund | 1.52% | Add +413.9% | 66,800 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 65,414 | $1.6M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 65,389 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +8.6% | 65,298 | $1.6M |
| AlphaQuest LLC | 0.08% | Reduce -30.2% | 62,730 | $1.5M |
| John Boyer, Inc. | 1.50% | New | 61,793 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.5% | 61,000 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 60,564 | $1.4M |
| Amalgamated Bank | 0.01% | Add +2.8% | 59,767 | $1.4M |
| XTX Topco Ltd | 0.04% | Add +160.7% | 59,681 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.0% | 59,217 | $1.4M |
| Numerai GP LLC | 0.17% | New | 58,486 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.7% | 56,151 | $1.3M |
| Artemis Investment Management LLP | 0.02% | New | 55,903 | $1.3M |
| Poehling Capital Management, INC. | 0.27% | Reduce -0.0% | 55,023 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.38% | Reduce -5.1% | 54,480 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 53,635 | $1.3M |
| TD Asset Management Inc | 0.00% | Reduce -1.4% | 53,273 | $1.3M |
| Ethic Inc. | 0.02% | Reduce -27.4% | 52,200 | $1.2M |
| Auxier Asset Management LLC | 0.17% | Reduce -4.5% | 50,877 | $1.2M |
| Mork Capital Management, LLC | 0.71% | No change | 48,400 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -29.7% | 48,272 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Add +50.2% | 48,076 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.6% | 47,784 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -59.5% | 47,186 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.9% | 44,514 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +163.5% | 46,528 | $1.1M |
| S&co Inc. | 0.07% | No change | 46,495 | $1.1M |
| NEOS Investment Management LLC | 0.01% | Add +19.4% | 44,530 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +16.7% | 43,823 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.1% | 42,868 | $1.0M |
| Oak Thistle LLC | 0.14% | Reduce -37.2% | 41,861 | $1.0M |
| San Luis Wealth Advisors LLC | 0.17% | Add +31.4% | 41,737 | $997K |
| Ironwood Investment Counsel, LLC | 0.14% | Reduce -0.5% | 41,318 | $987K |
| Gold Investment Management Ltd. | 0.31% | Reduce -2.5% | 40,891 | $977K |
| D. E. Shaw & Co. | 0.00% | Reduce -88.7% | 40,052 | $957K |
| Weaver C. Barksdale & Associates, Inc. | 0.97% | Reduce -11.3% | 38,742 | $926K |
| Sovran Advisors, LLC | 0.08% | Add +36.8% | 35,234 | $915K |
| Praxis Investment Management Inc. | 0.05% | No change | 38,148 | $911K |
| Cwm, LLC | 0.00% | Add +139.2% | 37,838 | $904K |
| Group One Trading LLC | 0.03% | New | 35,843 | $856K |
| Elevated Capital Advisors, LLC | 0.20% | Add +4.1% | 35,437 | $847K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.6% | 35,223 | $841K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.7% | 34,607 | $827K |
| United Community Bank | 0.31% | Reduce -0.1% | 34,024 | $813K |
| Vestcor Inc | 0.02% | No change | 33,096 | $791K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.6% | 33,005 | $788K |
| Redwood Investment Management, LLC | 0.09% | New | 32,368 | $773K |
| Cibc World Markets Corp. | 0.00% | — | 32,092 | $767K |
| Quadrant Capital Group LLC | 0.02% | Add +0.8% | 31,930 | $763K |
| Abundance Wealth Counselors | 0.13% | Add +0.5% | 31,909 | $762K |
| Americana Partners, LLC | 0.02% | Reduce -10.0% | 30,871 | $738K |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.6% | 30,627 | $732K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.5% | 30,555 | $730K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.5% | 30,499 | $728K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +75.5% | 30,107 | $719K |
| Corient Private Wealth LP | 0.00% | Add +70.1% | 29,943 | $715K |
| Neuberger Berman Group LLC | 0.00% | Add +9.4% | 29,903 | $714K |
| D.A. Davidson & Co. | 0.00% | Add +2.9% | 29,121 | $696K |
| Contravisory Investment Management, Inc. | 0.14% | Reduce -3.1% | 29,101 | $695K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +108.0% | 29,032 | $694K |
| LBP Am SA | 0.01% | New | 28,976 | $692K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,367 | $678K |
| Jupiter Asset Management Ltd. | 0.01% | Add +221.8% | 28,332 | $677K |
| FMR LLC | 0.00% | Reduce -36.4% | 28,317 | $677K |
| Axq Capital, LP | 0.15% | Add +18.5% | 28,100 | $671K |
| Rakuten Investment Management, Inc. | 0.00% | Add +315.4% | 27,414 | $668K |
| SlateStone Wealth, LLC | 0.05% | Reduce -0.9% | 27,476 | $656K |
| Alyeska Investment Group, L.P. | 0.00% | New | 26,469 | $632K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.14% | No change | 26,464 | $632K |
| Sound Financial Strategies Group, LLC | 0.45% | Reduce -5.3% | 26,420 | $631K |
| Guinness Asset Management LTD | 0.01% | Add +28.1% | 25,602 | $624K |
| Park National Corp. | 0.02% | Add +1.1% | 25,712 | $614K |
| Mgo One Seven LLC | 0.01% | Add +75.2% | 25,684 | $614K |
| Global X Japan Co., Ltd. | 0.05% | Add +3.0% | 25,557 | $611K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +13.8% | 25,385 | $606K |
| Schroder Investment Management Group | 0.00% | Add +5.0% | 25,186 | $602K |
| Wbi Investments, LLC | 0.16% | New | 25,048 | $598K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.2% | 24,357 | $582K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 24,207 | $578K |
| Abel Hall, LLC | 0.13% | Add +10.9% | 24,145 | $577K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.6% | 23,627 | $564K |
| Independent Advisor Alliance | 0.01% | Add +6.8% | 23,518 | $562K |
| Shepherd Kaplan Krochuk, LLC | 0.46% | Reduce -6.8% | 23,331 | $557K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -18.8% | 21,896 | $523K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +95.2% | 21,617 | $516K |
| Hudson Bay Capital Management LP | 0.00% | New | 21,410 | $511K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.5% | 21,172 | $506K |
| Mizuho Securities USA LLC | 0.01% | Add +0.3% | 22,381 | $506K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.7% | 20,983 | $501K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -24.6% | 20,698 | $494K |
| Hilltop Holdings Inc. | 0.03% | Add +1.7% | 20,530 | $490K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -32.8% | 20,518 | $490K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +11.5% | 20,475 | $489K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 19,915 | $476K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 19,883 | $475K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 19,831 | $474K |
| Jones Financial Companies LLLP | 0.00% | Add +17.0% | 19,633 | $469K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.05% | Reduce -8.1% | 19,611 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -25.1% | 19,563 | $467K |
| Machina Capital S.A.S. | 0.09% | Reduce -46.7% | 19,345 | $462K |
| Wagner Wealth Management, Corp | 0.45% | — | 19,265 | $460K |
| Wright Investors Service Inc. | 0.14% | Reduce -2.9% | 19,174 | $458K |
| Fideuram Asset Management (Ireland) dac | 0.04% | — | 20,102 | $456K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.6% | 19,059 | $455K |
| First National Trust Co | 0.02% | No change | 18,880 | $451K |
| Kestra Advisory Services, LLC | 0.00% | Add +79.1% | 18,829 | $450K |
| Norinchukin Bank, The | 0.01% | Add +6.3% | 18,818 | $450K |
| Whitener Capital Management, Inc. | 0.10% | Reduce -0.5% | 18,530 | $443K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.6% | 18,256 | $436K |
| Stephens Inc. | 0.01% | Reduce -0.5% | 18,055 | $431K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,025 | $431K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +86.5% | 17,957 | $429K |
| Capital Investment Counsel, Inc | 0.05% | No change | 17,944 | $429K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.9% | 17,903 | $428K |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 17,810 | $425K |
| Gateway Investment Advisers LLC | 0.00% | Add +12.8% | 17,712 | $423K |
| US Bancorp \de | 0.00% | Reduce -16.2% | 17,501 | $418K |
| Hartford Investment Management Co. | 0.01% | Reduce -2.6% | 17,140 | $409K |
| Associated Banc-Corp | 0.01% | Reduce -1.5% | 17,085 | $408K |
| Maryland State Retirement & Pension System | 0.01% | No change | 16,974 | $406K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -93.5% | 16,822 | $402K |
| KBC Group NV | 0.00% | Reduce -22.0% | 16,763 | $400K |
| Ascentis Wealth Management, LLC | 0.10% | Add +3.7% | 16,343 | $390K |
| MML Investors Services, LLC | 0.00% | Add +7.4% | 16,297 | $389K |
| Utah Retirement Systems | 0.00% | No change | 16,247 | $388K |
| Hardy Reed LLC | 0.03% | No change | 16,130 | $385K |
| Rockland Trust Co. | 0.02% | No change | 16,045 | $383K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +26.3% | 15,861 | $377K |
| Verity Asset Management, Inc. | 0.16% | Add +16.4% | 15,782 | $377K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.5% | 15,700 | $375K |
| Brown Brothers Harriman & Co. | 0.00% | Add +18.7% | 15,639 | $374K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 15,101 | $361K |
| LGT Group Foundation | 0.00% | Add +0.4% | 14,960 | $357K |
| Ascentis Independent Advisors | 0.06% | Reduce -3.9% | 14,611 | $349K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -35.5% | 14,578 | $348K |
| New Mexico Educational Retirement Board | 0.01% | Add +1.4% | 14,173 | $339K |
| ING Groep NV | 0.00% | Reduce -1.1% | 14,187 | $339K |
| Jump Financial, LLC | 0.00% | Add +30.3% | 14,161 | $338K |
| Revisor Wealth Management LLC | 0.09% | Add +1.1% | 13,232 | $337K |
| Syon Capital LLC | 0.02% | New | 14,066 | $336K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.3% | 14,122 | $336K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 14,018 | $335K |
| Moody National Bank Trust Division | 0.03% | Add +7.2% | 13,788 | $329K |
| Savvy Advisors, Inc. | 0.01% | Add +22.0% | 13,656 | $326K |
| Bessemer Group Inc. | 0.00% | Add +1.9% | 13,561 | $323K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +25.8% | 13,265 | $317K |
| Teacher Retirement System of Texas | 0.00% | Reduce -66.8% | 13,256 | $317K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -12.0% | 13,200 | $315K |
| GAMMA Investing LLC | 0.02% | Add +6.0% | 13,170 | $315K |
| Captrust Financial Advisors | 0.00% | Add +14.4% | 13,109 | $313K |
| Asset Management One Co., Ltd. | 0.00% | Add +3.1% | 12,673 | $309K |
| Macquarie Group Ltd. | 0.00% | Add +93.2% | 12,809 | $306K |
| MUFG Securities EMEA plc | 0.00% | Add +114.4% | 12,572 | $300K |
| Global Retirement Partners, LLC | 0.01% | Reduce -21.4% | 12,412 | $297K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 12,336 | $295K |
| North Star Asset Management Inc. | 0.01% | Reduce -2.8% | 12,220 | $292K |
| Jacobi Capital Management LLC | 0.02% | Add +1.4% | 12,183 | $291K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +0.2% | 12,151 | $290K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.9% | 12,084 | $289K |
| Pavaki Capital Management LLC | 0.20% | — | 12,000 | $287K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | New | 11,887 | $284K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11,615 | $277K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.6% | 11,467 | $274K |
| HUB Investment Partners, LLC | 0.01% | Add +10.7% | 11,398 | $272K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -3.4% | 11,259 | $269K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 11,191 | $267K |
| Aviva PLC | 0.00% | No change | 11,091 | $265K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 11,050 | $264K |
| Boston Trust Walden Corp | 0.00% | No change | 11,000 | $263K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -1.2% | 10,844 | $259K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.2% | 10,679 | $259K |
| Arax Advisory Partners | 0.01% | Reduce -60.5% | 10,824 | $259K |
| Paragon Capital Management Ltd | 0.05% | Add +1.3% | 10,810 | $258K |
| Manske Wealth Management | 0.08% | Add +1.9% | 10,738 | $257K |
| Nomura Holdings Inc. | 0.00% | New | 10,702 | $256K |
| CoreCap Advisors, LLC | 0.01% | Add +237.6% | 10,639 | $254K |
| North Dakota State Investment Board | 0.01% | — | 10,542 | $252K |
| Horizon Investments, LLC | 0.00% | Add +4.3% | 10,471 | $250K |
| Empirical Finance, LLC | 0.01% | Reduce -3.8% | 10,412 | $249K |
| Patton Fund Management, Inc. | 0.03% | Reduce -13.3% | 10,205 | $244K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 10,036 | $240K |
| Maltese Capital Management LLC | 0.04% | New | 10,000 | $239K |
| Jane Street Group, LLC | 0.00% | Reduce -98.2% | 9,856 | $235K |
| Keybank National Association | 0.00% | New | 9,844 | $235K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.6% | 9,822 | $235K |
| Exchange Traded Concepts, LLC | 0.00% | Add +4.2% | 9,751 | $233K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 9,799 | $230K |
| Lynx Investment Advisory | 0.12% | Reduce -0.4% | 9,548 | $228K |
| Simplicity Wealth,LLC | 0.01% | Reduce -1.8% | 9,279 | $222K |
| Parallel Advisors, LLC | 0.00% | Add +14.9% | 9,275 | $222K |
| Keystone Financial Group | 0.02% | Reduce -0.1% | 9,252 | $221K |
| XML Financial, LLC | 0.02% | New | 9,168 | $219K |
| Foster & Motley Inc. | 0.01% | New | 9,188 | $219K |
| Plato Investment Management Ltd | 0.01% | No change | 9,029 | $217K |
| &partners | 0.00% | New | 9,029 | $216K |
| Magnetar Financial LLC | 0.00% | Reduce -95.2% | 8,987 | $215K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,815 | $211K |
| Herold Advisors, Inc. | 0.05% | No change | 8,750 | $209K |
| DRW Securities, LLC | 0.02% | New | 8,750 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 8,161 | $205K |
| Van Eck Associates Corp. | 0.00% | Add +3.1% | 8,520 | $204K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.1% | 8,491 | $203K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 8,476 | $202K |
| Evergreen Capital Management LLC | 0.00% | New | 8,441 | $202K |
| Fifth Third Bancorp | 0.00% | Add +23.3% | 8,444 | $202K |
| PFG Investments, LLC | 0.01% | Reduce -6.8% | 8,439 | $202K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.4% | 8,358 | $200K |
| Mufg Securities Americas Inc. | 0.01% | Add +0.3% | 8,281 | $198K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 8,119 | $194K |
| Korea Investment CORP | 0.00% | No change | 8,069 | $193K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -3.2% | 7,548 | $190K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.2% | 7,781 | $186K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +29.2% | 7,213 | $172K |
| Havemeyer Place LP | 0.03% | — | 6,925 | $165K |
| AlphaCore Capital LLC | 0.00% | Add +128.7% | 6,828 | $165K |
| Capital Analysts, LLC | 0.00% | Reduce -13.1% | 5,492 | $131K |
| Tema ETFs LLC | 0.01% | New | 5,179 | $124K |
| EFG International AG | 0.00% | — | 4,756 | $114K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.1% | 4,548 | $109K |
| IFP Advisors, Inc | 0.00% | Reduce -2.9% | 4,478 | $107K |
| Allworth Financial LP | 0.00% | Add +5.4% | 4,457 | $106K |
| Catherine Avery Investment Management LLC | 0.06% | Reduce -49.1% | 4,428 | $106K |
| CX Institutional | 0.00% | Add +26.4% | 4,403 | $105K |
| Signaturefd, LLC | 0.00% | Add +5.3% | 4,287 | $102K |
| Harbour Investments, Inc. | 0.00% | Add +49.0% | 4,256 | $102K |
| ORG Partners LLC | 0.02% | Add +8.3% | 4,073 | $97K |
| South Dakota Investment Council | 0.00% | Reduce -7.1% | 3,942 | $94K |
| Covestor Ltd | 0.05% | Add +143.8% | 3,648 | $87K |
| Summit Securities Group LLC | 0.02% | Add +587.3% | 3,636 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.3% | 3,271 | $78K |
| Caldwell Trust Co | 0.01% | No change | 3,009 | $72K |
| Versant Capital Management, Inc | 0.01% | Reduce -50.3% | 2,817 | $67K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,792 | $67K |
| Rothschild Investment LLC | 0.00% | Reduce -15.7% | 2,779 | $66K |
| Kingdom Financial Group LLC. | 0.02% | New | 2,599 | $62K |
| CNB Bank | 0.02% | No change | 2,528 | $60K |
| Morse Asset Management, Inc | 0.01% | Reduce -74.6% | 2,450 | $59K |
| Assetmark, Inc. | 0.00% | Add +5.4% | 2,347 | $56K |
| Storebrand Asset Management As | 0.00% | No change | 2,215 | $53K |
| Quarry LP | 0.01% | Reduce -56.2% | 2,058 | $49K |
| Essential Partners LLC | 0.01% | Add +3.0% | 1,994 | $48K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,978 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -5.0% | 1,900 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.9% | 1,837 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 1,577 | $38K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,550 | $37K |
| Zions Bancorporation, National Association | 0.00% | Add +35.5% | 1,512 | $36K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 1,500 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.3% | 1,472 | $35K |
| Manchester Capital Management LLC | 0.00% | Add +7.4% | 1,420 | $34K |
| Investors Research Corp | 0.01% | No change | 1,400 | $33K |
| Larson Financial Group LLC | 0.00% | Add +48.1% | 1,392 | $33K |
| Atlas Capital Advisors Inc. | 0.00% | — | 1,335 | $32K |
| Consultiva Wealth Management, Corp. | 0.09% | Add +1.3% | 1,316 | $31K |
| Federated Hermes, Inc. | 0.00% | Reduce -79.1% | 1,311 | $31K |
| Root Financial Partners, LLC | 0.00% | Add +18.5% | 1,288 | $31K |
| Leonteq Securities AG | 0.00% | Add +15600.0% | 1,256 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,237 | $30K |
| Anchor Investment Management, LLC | 0.00% | Reduce -19.3% | 1,190 | $28K |
| Ameriflex Group, Inc. | 0.01% | Reduce -73.0% | 1,175 | $28K |
| Motiv8 Investments LLC | 0.02% | New | 1,180 | $28K |
| Rakuten Securities, Inc. | 0.01% | Add +277.1% | 1,150 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.5% | 1,116 | $27K |
| Danske Bank A/S | 0.00% | New | 1,100 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Add +46.7% | 1,046 | $25K |
| Colonial Trust Co / SC | 0.00% | New | 1,000 | $24K |
| Ancora Advisors LLC | 0.00% | New | 930 | $22K |
| DV Trading LLC | 0.00% | — | 900 | $22K |
| CYBER HORNET ETFs LLC | 0.01% | Add +6.2% | 873 | $21K |
| Sentry Investment Management LLC | 0.01% | No change | 847 | $20K |
| Clearstead Advisors, LLC | 0.00% | Add +57.0% | 810 | $19K |
| MAI Capital Management | 0.00% | Reduce -21.1% | 810 | $19K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 750 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 687 | $17K |
| Global Trust Asset Management, LLC | 0.01% | No change | 675 | $16K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.8% | 673 | $16K |
| GoalVest Advisory LLC | 0.00% | New | 664 | $16K |
| Huntington National Bank | 0.00% | Reduce -12.1% | 659 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -66.9% | 643 | $15K |
| Generali Asset Management SPA SGR | 0.00% | No change | 616 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 604 | $14K |
| SageView Advisory Group, LLC | 0.00% | New | 603 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 600 | $14K |
| Bokf, NA | 0.00% | Reduce -7.8% | 600 | $14K |
| Optiver Holding B.V. | 0.00% | New | 588 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 567 | $14K |
| Elyxium Wealth, LLC | 0.00% | New | 538 | $13K |
| Whittier Trust Co. | 0.00% | No change | 500 | $13K |
| True Wealth Design, LLC | 0.00% | Add +78.4% | 521 | $12K |
| Cromwell Holdings LLC | 0.01% | No change | 510 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.3% | 519 | $12K |
| Smithfield Trust Co | 0.00% | No change | 484 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $12K |
| Eastern Bank | 0.00% | No change | 500 | $12K |
| Millstone Evans Group, LLC | 0.01% | No change | 486 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +32.8% | 449 | $11K |
| Key Capital Management, INC | 0.01% | — | 447 | $11K |
| DV Equities, LLC | 0.00% | — | 437 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 414 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 400 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.5% | 375 | $9K |
| UMB Bank, n.a. | 0.00% | Add +57.6% | 342 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 328 | $8K |
| Key Financial Inc | 0.00% | No change | 291 | $7K |
| Quent Capital, LLC | 0.00% | Reduce -12.2% | 288 | $7K |
| Decker Retirement Planning Inc. | 0.00% | No change | 281 | $7K |
| Addison Advisors LLC | 0.00% | No change | 259 | $6K |
| Center for Financial Planning, Inc. | 0.00% | New | 252 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 289 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 250 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +1.2% | 245 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 215 | $5K |
| City State Bank | 0.00% | No change | 200 | $5K |
| Triumph Capital Management | 0.00% | New | 200 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 190 | $5K |
| Blue Trust, Inc. | 0.00% | Add +28.5% | 185 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -16.6% | 181 | $4K |
| Clark Wealth Partners | 0.00% | No change | 157 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 115 | $3K |
| IMA Advisory Services, Inc. | 0.00% | New | 113 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -16.5% | 106 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 92 | $2K |
| SouthState Bank Corp | 0.00% | No change | 91 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 87 | $2K |
| Inspire Investing, LLC | 0.00% | New | 86 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 85 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +48.2% | 83 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.5% | 79 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | — | 77 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +26.3% | 72 | $2K |
| Sachetta, LLC | 0.00% | No change | 68 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 66 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -97.0% | 64 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +118.5% | 59 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -50.5% | 54 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -13.4% | 58 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -9.7% | 56 | $1K |
| West Financial Advisors, LLC | 0.00% | Add +1.9% | 55 | $1K |
| Kilter Group LLC | 0.00% | Add +6.1% | 52 | $1K |
| Reflection Asset Management | 0.00% | — | 50 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $1K |
| Torren Management, LLC | 0.00% | — | 50 | $1K |
| Grove Bank & Trust | 0.00% | No change | 47 | $1K |
| Caitlin John, LLC | 0.00% | Add +2.3% | 45 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 43 | $1K |
| GW&K Investment Management, LLC | 0.00% | New | 24 | $1K |
| LRI Investments, LLC | 0.00% | No change | 41 | $979 |
| Wealth Watch Advisors, INC | 0.00% | No change | 40 | $956 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +34.5% | 39 | $944 |
| Cornerstone Financial Management LLC | 0.00% | — | 37 | $884 |
| Clayton Financial Group LLC | 0.00% | New | 37 | $884 |
| MV Capital Management, Inc. | 0.00% | No change | 36 | $861 |
| TFC Financial Management, Inc. | 0.00% | No change | 36 | $861 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $788 |
| HFM Investment Advisors, LLC | 0.00% | Add +18.5% | 32 | $765 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $741 |
| Bayforest Capital Ltd | 0.00% | New | 29 | $693 |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -23.5% | 26 | $622 |
| Spire Wealth Management | 0.00% | New | 24 | $573 |
| Lodestone Wealth Management LLC | 0.00% | New | 21 | $503 |
| SWAN Capital LLC | 0.00% | No change | 20 | $478 |
| Financial Consulate, Inc. | 0.00% | No change | 20 | $478 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 20 | $470 |
| McGuire Capital Advisors Inc. | 0.00% | — | 17 | $417 |
| Dunhill Financial, LLC | 0.00% | Add +112.5% | 17 | $413 |
| Nvwm, LLC | 0.00% | Add +200.0% | 15 | $358 |
| Activest Wealth Management | 0.00% | Reduce -92.0% | 15 | $358 |
| Quaker Wealth Management, LLC | 0.00% | Add +16.7% | 14 | $335 |
| Abound Wealth Management | 0.00% | No change | 12 | $291 |
| American Capital Advisory, LLC | 0.00% | No change | 12 | $287 |
| Luken Investment Analytics, LLC | 0.00% | New | 10 | $239 |
| Dogwood Wealth Management LLC | 0.00% | No change | 10 | $239 |
| Aventura Private Wealth, LLC | 0.00% | New | 10 | $239 |
| WestEnd Advisors, LLC | 0.00% | Add +42.9% | 10 | $239 |
| 1015 Capital Partners, LLC | 0.00% | — | 9 | $215 |
| Signature Equity Partners, LLC | 0.00% | — | 9 | $215 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 8 | $191 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $168 |
| Walleye Capital LLC | 0.00% | Reduce -97.9% | 4 | $96 |
| Y.D. More Investments Ltd | 0.00% | Reduce -7.1% | 222 | $72 |
| Avion Wealth | 0.00% | No change | 28 | $0 |
"% of holder's portfolio" is BEN's weight in each manager's 13F, not the share of Franklin Templeton Inc. the manager owns.