Franklin TempletonBEN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 611 institutions reported holding Franklin Templeton Inc. (BEN) in their 13F filings, up 35 from Q4 2025. 83 opened new positions and 46 sold out. The largest holders were Power Corp of Canada ($745.4M), BlackRock, Inc. ($679.5M) and Vanguard Capital Management LLC ($474.5M). 9 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $161.9M |
| Exits | 46 | $106.7M |
All 13F filers, Q4 2025 → Q1 2026: 36,194,653 shares bought and 18,070,493 shares sold, net +18,124,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 611 holders
| Power Corp of Canada | 100.00% | No change | 31,557,117 | $745.4M |
| BlackRock, Inc. | 0.01% | Reduce -3.2% | 28,767,173 | $679.5M |
| Vanguard Capital Management LLC | 0.01% | — | 20,088,613 | $474.5M |
| State Street Corp. | 0.02% | Reduce -5.5% | 19,613,400 | $469.6M |
| Vanguard Portfolio Management LLC | 0.02% | — | 13,844,109 | $327.0M |
| Invesco Ltd. | 0.03% | Add +34.0% | 13,564,400 | $320.4M |
| Citadel Advisors | 0.19% | Add +80.3% | 11,321,929 | $267.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.2% | 10,860,325 | $256.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.2% | 7,809,846 | $184.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +31.8% | 7,442,159 | $175.8M |
| ProShare Advisors LLC | 0.23% | Reduce -7.4% | 6,556,326 | $154.9M |
| Azora Capital LP | 7.92% | Reduce -12.0% | 5,099,949 | $120.5M |
| Morgan Stanley | 0.01% | Add +13.9% | 4,915,148 | $116.1M |
| Artemis Investment Management LLP | 1.22% | Add +8629.2% | 4,879,886 | $115.3M |
| Bank of New York Mellon Corp | 0.02% | Add +22.7% | 4,584,695 | $108.3M |
| Northern Trust Corp. | 0.01% | Reduce -6.0% | 3,669,487 | $86.7M |
| Kopernik Global Investors, LLC | 5.81% | Add +4.5% | 3,522,587 | $83.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 3,231,922 | $76.3M |
| Verition Fund Management LLC | 0.73% | Add +38.9% | 3,022,427 | $71.4M |
| Barclays PLC | 0.02% | Add +70.6% | 2,813,629 | $66.5M |
| Jupiter Asset Management Ltd. | 0.34% | Add +9336.0% | 2,673,409 | $63.1M |
| Squarepoint Ops LLC | 0.13% | Reduce -36.6% | 2,620,136 | $61.9M |
| UBS Group AG | 0.01% | Add +19.9% | 2,443,853 | $57.7M |
| Freestone Grove Partners LP | 0.37% | New | 2,148,549 | $50.7M |
| JPMorgan Chase & Co. | 0.00% | Add +24.9% | 2,105,874 | $48.2M |
| Vest Financial, LLC | 0.58% | Reduce -6.9% | 2,033,149 | $48.0M |
| Bank of America Corp. | 0.00% | Add +37.3% | 1,964,424 | $46.4M |
| First Trust Advisors LP | 0.03% | Reduce -5.8% | 1,841,664 | $43.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,729,729 | $40.9M |
| Balyasny Asset Management L.P. | 0.08% | Add +106.8% | 1,587,762 | $37.5M |
| Nomura Asset Management Co. Ltd. | 0.09% | Reduce -7.3% | 1,506,490 | $35.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -21.6% | 1,449,292 | $34.2M |
| Gallagher Fiduciary Advisors, LLC | 1.29% | Reduce -1.1% | 1,408,138 | $33.3M |
| Allianz Asset Management GmbH | 0.04% | Add +12.1% | 1,349,341 | $31.9M |
| Victory Capital Management Inc. | 0.02% | Add +5.4% | 1,311,366 | $31.0M |
| Wedge Capital Management L L P | 0.54% | Reduce -4.6% | 1,246,976 | $29.5M |
| Deutsche Bank AG | 0.01% | Add +6.3% | 1,228,887 | $29.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 1,158,237 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.2% | 1,138,608 | $26.9M |
| AQR Capital Management | 0.01% | Reduce -10.2% | 1,139,150 | $26.3M |
| Kettle Hill Capital Management, LLC | 5.52% | Add +139.1% | 933,204 | $22.0M |
| Quantinno Capital Management LP | 0.04% | Add +16.1% | 917,468 | $21.7M |
| Holocene Advisors, LP | 0.05% | Add +224.6% | 890,956 | $21.0M |
| Hancock Whitney Corp. | 0.37% | Add +5.0% | 863,969 | $21.0M |
| Royal Bank of Canada | 0.00% | Add +15.3% | 886,393 | $20.9M |
| Nuveen, LLC | 0.01% | Reduce -9.7% | 881,528 | $20.8M |
| Longaeva Partners L.P. | 0.98% | Add +53.4% | 862,737 | $20.4M |
| Caisse de depot et placement du Quebec | 0.03% | Add +256.5% | 824,130 | $19.5M |
| HSBC Holdings PLC | 0.01% | Reduce -31.2% | 770,258 | $18.1M |
| Marshall Wace, LLP | 0.02% | New | 757,036 | $17.9M |
| Swiss Life Asset Management Ltd | 0.09% | Add +3.9% | 754,004 | $17.8M |
| Vanguard Global Advisers, LLC | 0.01% | — | 675,279 | $16.0M |
| Legal & General Group Plc | 0.00% | Reduce -42.0% | 613,554 | $14.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 599,700 | $14.2M |
| SEB Asset Management AB | 0.06% | — | 593,519 | $14.0M |
| Franklin Resources Inc. | 0.00% | Reduce -25.5% | 589,918 | $13.9M |
| Foundation Resource Management Inc. | 1.56% | Reduce -0.7% | 585,415 | $13.8M |
| Swiss National Bank | 0.01% | Add +0.8% | 567,600 | $13.4M |
| California Public Employees Retirement System | 0.01% | Reduce -3.3% | 566,045 | $13.4M |
| First Citizens Bank & Trust Co. | 0.28% | Add +1.2% | 553,126 | $13.1M |
| Sound Income Strategies, LLC | 0.62% | Reduce -2.2% | 546,134 | $12.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -4.0% | 521,831 | $12.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.61% | Reduce -39.4% | 518,837 | $12.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +0.5% | 508,271 | $12.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.5% | 500,897 | $11.8M |
| Citigroup Inc. | 0.01% | Add +60.6% | 490,688 | $11.6M |
| BNP Paribas Financial Markets | 0.01% | Add +9.4% | 489,047 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.0% | 472,807 | $11.2M |
| Millennium Management | 0.01% | Reduce -8.2% | 463,025 | $10.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 439,291 | $10.4M |
| Huntington National Bank | 0.07% | Add +64143.3% | 423,363 | $10.0M |
| Mackenzie Financial Corp. | 0.01% | Add +153.5% | 411,805 | $9.7M |
| Modern Wealth Management, LLC | 0.17% | Add +1.8% | 411,059 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Add +15.9% | 407,897 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -42.3% | 377,744 | $9.0M |
| Cambria Investment Management, L.P. | 0.50% | Add +4.3% | 377,610 | $8.9M |
| State of Wisconsin Investment Board | 0.02% | Add +12.5% | 374,450 | $8.8M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 358,068 | $8.5M |
| Jain Global LLC | 0.11% | New | 342,826 | $8.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.6% | 341,384 | $8.1M |
| California State Teachers Retirement System | 0.01% | Add +23.8% | 335,261 | $7.9M |
| Public Sector Pension Investment Board | 0.02% | Add +310.7% | 321,447 | $7.6M |
| Yousif Capital Management, LLC | 0.09% | Reduce -2.8% | 320,639 | $7.6M |
| State of Tennessee, Department of Treasury | 0.02% | Add +8.7% | 313,521 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +30.6% | 306,920 | $7.2M |
| New York State Teachers Retirement System | 0.01% | No change | 299,843 | $7.1M |
| Prana Capital Management, LP | 0.22% | Reduce -66.9% | 299,474 | $7.1M |
| SG Americas Securities, LLC | 0.01% | Add +5.1% | 284,463 | $6.7M |
| Bastion Asset Management Inc. | 2.03% | Reduce -15.1% | 272,892 | $6.7M |
| Wells Fargo & Company | 0.00% | Add +19.1% | 281,735 | $6.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -65.7% | 281,218 | $6.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 281,048 | $6.6M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 264,778 | $6.3M |
| Creative Planning | 0.00% | Add +37.5% | 261,487 | $6.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 259,756 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.8% | 255,060 | $6.0M |
| National Bank of Canada | 0.01% | Add +145.8% | 250,711 | $5.9M |
| Point72 Asset Management | 0.01% | New | 248,100 | $5.9M |
| Cresset Asset Management, LLC | 0.02% | Add +6.5% | 232,773 | $5.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +22.2% | 233,836 | $5.5M |
| Altrius Capital Management Inc | 1.06% | Reduce -1.9% | 225,170 | $5.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 224,297 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.5% | 222,104 | $5.2M |
| Focus Partners Wealth | 0.01% | Reduce -10.6% | 221,325 | $5.2M |
| Chatham Capital Group, Inc. | 0.76% | No change | 221,000 | $5.2M |
| Sei Investments Co. | 0.00% | Add +34.2% | 215,439 | $5.1M |
| Bank of Montreal | 0.00% | Reduce -2.3% | 211,523 | $5.0M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.38% | Reduce -0.5% | 210,415 | $5.0M |
| Stifel Financial Corp. | 0.00% | Reduce -6.9% | 208,353 | $4.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -30.6% | 206,206 | $4.9M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -39.5% | 190,577 | $4.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +5.3% | 176,690 | $4.2M |
| Fire Capital Management LLC | 1.91% | No change | 172,333 | $4.1M |
| Fifth Third Bancorp | 0.01% | Add +1893.2% | 168,306 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 167,807 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.0% | 167,026 | $3.9M |
| Uncommon Cents Investing LLC | 0.91% | Reduce -0.2% | 165,782 | $3.9M |
| Kinloch Capital, LLC | 1.54% | Add +18.2% | 159,578 | $3.8M |
| Prudential Financial Inc. | 0.00% | Reduce -84.8% | 155,775 | $3.7M |
| Cinctive Capital Management LP | 0.24% | Reduce -40.0% | 153,912 | $3.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.9% | 151,364 | $3.6M |
| Twelve Points Wealth Management LLC | 0.77% | Add +0.1% | 148,496 | $3.5M |
| Guggenheim Capital LLC | 0.03% | Add +214.2% | 148,267 | $3.5M |
| Ruffer LLP | 0.14% | New | 146,037 | $3.5M |
| Greenwich Wealth Management LLC | 0.14% | Reduce -50.9% | 143,436 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +13.5% | 141,116 | $3.3M |
| Ally Financial Inc. | 0.41% | No change | 140,000 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 137,430 | $3.2M |
| Hilton Capital Management, LLC | 0.24% | New | 136,738 | $3.2M |
| Algert Global LLC | 0.05% | Reduce -62.4% | 133,370 | $3.2M |
| GMO | 0.01% | Reduce -22.1% | 129,664 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -8.9% | 127,813 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -15.8% | 127,630 | $3.0M |
| SVB Wealth LLC | 0.20% | Add +20.6% | 126,848 | $3.0M |
| Systematic Alpha Investments, LLC | 0.10% | No change | 126,200 | $3.0M |
| APG Asset Management N.V. | 0.01% | Reduce -2.4% | 145,299 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +3.8% | 125,660 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | Add +636.6% | 123,920 | $2.9M |
| Gotham Asset Management | 0.01% | Reduce -1.3% | 120,657 | $2.8M |
| SummitTX Capital, L.P. | 0.09% | Reduce -39.5% | 120,148 | $2.8M |
| American Financial Group Inc. | 1.04% | No change | 119,150 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +3.1% | 117,146 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.9% | 118,337 | $2.8M |
| AE Wealth Management LLC | 0.01% | Add +12.8% | 116,693 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -11.1% | 116,518 | $2.8M |
| Unison Advisors LLC | 0.21% | Add +2.5% | 114,449 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +19.2% | 115,196 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -9.7% | 114,869 | $2.7M |
| Commerce Bank | 0.01% | Reduce -0.3% | 111,654 | $2.6M |
| Wellington Management Group LLP | 0.00% | Add +20.8% | 111,582 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | Add +8.8% | 108,046 | $2.6M |
| American Century Companies Inc. | 0.00% | Reduce -2.2% | 106,228 | $2.5M |
| Keystone Financial Planning, Inc. | 0.67% | Add +2.3% | 105,886 | $2.5M |
| Canada Pension Plan Investment Board | 0.00% | Add +15.4% | 104,298 | $2.5M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -3.7% | 102,887 | $2.4M |
| GAMCO Investors | 0.02% | Reduce -16.6% | 101,883 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.8% | 101,466 | $2.4M |
| Cibc World Market Inc. | 0.00% | New | 100,000 | $2.4M |
| Amundi | 0.00% | Reduce -84.1% | 99,372 | $2.3M |
| Man Group plc | 0.00% | Reduce -24.2% | 98,014 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.4% | 95,727 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -46.2% | 94,890 | $2.2M |
| Xponance LLC | 0.02% | Add +4.8% | 94,263 | $2.2M |
| Icon Wealth Advisors, LLC | 0.14% | Reduce -58.1% | 74,303 | $2.2M |
| STRS Ohio | 0.01% | Reduce -0.9% | 92,418 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -1.5% | 89,343 | $2.1M |
| Sterling Capital Management LLC | 0.04% | Reduce -3.6% | 86,675 | $2.0M |
| FJ Capital Management LLC | 0.23% | New | 85,724 | $2.0M |
| Maltese Capital Management LLC | 0.41% | Add +757.0% | 85,700 | $2.0M |
| Alexander Randolph Advisory, Inc. | 1.73% | Reduce -1.2% | 85,041 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -13.3% | 85,021 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.5% | 84,979 | $2.0M |
| Czech National Bank | 0.01% | Add +3.2% | 83,678 | $2.0M |
| Kentucky Retirement Systems | 0.14% | New | 33,333 | $1.9M |
| Toronto Dominion Bank | 0.00% | Reduce -4.5% | 81,266 | $1.9M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -6.1% | 82,819 | $1.9M |
| State of Michigan Retirement System | 0.01% | No change | 80,237 | $1.9M |
| Asset Management One Co., Ltd. | 0.01% | Add +530.9% | 79,954 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Add +13.0% | 79,442 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.7% | 79,088 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -0.6% | 78,796 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.53% | Add +41.0% | 76,834 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +1.5% | 76,133 | $1.8M |
| AIMZ Investment Advisors, LLC | 0.55% | Reduce -1.3% | 75,728 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.19% | Add +6.6% | 75,504 | $1.8M |
| CIBC Asset Management Inc | 0.00% | Add +0.5% | 75,228 | $1.8M |
| FMR LLC | 0.00% | Add +164.4% | 74,874 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -20.3% | 74,699 | $1.8M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 74,610 | $1.8M |
| Genus Capital Management Inc. | 0.20% | New | 73,880 | $1.7M |
| Schroder Investment Management Group | 0.00% | Add +189.6% | 72,927 | $1.7M |
| Tidal Investments LLC | 0.01% | Reduce -21.3% | 72,706 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 71,572 | $1.7M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 72,275 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.4% | 71,151 | $1.7M |
| Axq Capital, LP | 0.21% | Add +150.5% | 70,385 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | New | 69,055 | $1.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 68,194 | $1.6M |
| Blackhawk Capital Partners, LLC | 0.59% | Reduce -11.0% | 68,028 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +0.6% | 67,747 | $1.6M |
| Legend Capital Advisors LLC | 0.99% | New | 67,195 | $1.6M |
| Forty-three Eighteen Advisors, LLC | 1.19% | New | 66,901 | $1.6M |
| John Boyer, Inc. | 1.58% | Add +8.1% | 66,825 | $1.6M |
| Allstate Corp. | 0.02% | New | 65,781 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 65,514 | $1.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.2% | 65,248 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +34.3% | 64,154 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.4% | 63,100 | $1.5M |
| Board of the Pension Protection Fund | 1.38% | Reduce -5.1% | 63,400 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -3.9% | 62,761 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.3% | 62,349 | $1.5M |
| Pinebridge Investments LLC | 0.01% | New | 60,639 | $1.4M |
| FIL Ltd | 0.00% | New | 60,277 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -11.9% | 59,110 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 57,859 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -5.8% | 56,305 | $1.3M |
| Poehling Capital Management, INC. | 0.27% | Reduce -0.2% | 54,919 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +0.4% | 53,494 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +10.7% | 51,519 | $1.2M |
| Ethic Inc. | 0.02% | Reduce -2.5% | 50,914 | $1.2M |
| Auxier Asset Management LLC | 0.17% | Reduce -1.0% | 50,387 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +23.9% | 49,619 | $1.2M |
| Numerai GP LLC | 0.11% | Reduce -17.2% | 48,431 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +171.5% | 48,347 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | New | 48,321 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -1.5% | 47,558 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -27.8% | 47,239 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | New | 47,201 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -3.2% | 46,533 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +1115300.0% | 44,616 | $1.1M |
| NEOS Investment Management LLC | 0.01% | Add +0.1% | 44,597 | $1.1M |
| Abundance Wealth Counselors | 0.15% | Add +37.7% | 43,926 | $1.0M |
| Ironwood Investment Counsel, LLC | 0.15% | Add +6.3% | 43,921 | $1.0M |
| Gold Investment Management Ltd. | 0.31% | Add +5.2% | 43,001 | $1.0M |
| First Commonwealth Financial Corp | 0.16% | New | 42,019 | $992K |
| San Luis Wealth Advisors LLC | 0.16% | Reduce -0.5% | 41,535 | $981K |
| Weaver C. Barksdale & Associates, Inc. | 0.93% | Add +6.7% | 41,347 | $979K |
| Bridgewater Associates | 0.00% | Reduce -42.7% | 40,706 | $961K |
| Neo Ivy Capital Management | 0.25% | Reduce -44.7% | 40,391 | $954K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.8% | 40,594 | $950K |
| Cwm, LLC | 0.00% | Add +5.7% | 39,978 | $944K |
| Quantum Portfolio Management LLC | 0.41% | New | 39,851 | $941K |
| Sovran Advisors, LLC | 0.07% | Reduce -12.5% | 30,834 | $924K |
| Praxis Investment Management Inc. | 0.05% | No change | 38,148 | $901K |
| Neuberger Berman Group LLC | 0.00% | Add +27.1% | 38,003 | $898K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.5% | 37,549 | $887K |
| United Community Bank | 0.30% | Add +10.3% | 37,529 | $886K |
| Atria Investments, Inc | 0.01% | Reduce -15.6% | 37,000 | $874K |
| Foster & Motley Inc. | 0.04% | Add +302.4% | 36,975 | $873K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 36,844 | $870K |
| Corient Private Wealth LP | 0.00% | Add +23.0% | 36,843 | $864K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 35,223 | $832K |
| Americana Partners, LLC | 0.02% | Add +13.9% | 35,167 | $831K |
| Aster Capital Management (DIFC) Ltd | 0.27% | New | 42,932 | $826K |
| Teacher Retirement System of Texas | 0.00% | Add +160.2% | 34,496 | $815K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.9% | 34,201 | $808K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +58.5% | 32,816 | $775K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.0% | 32,682 | $772K |
| XTX Topco Ltd | 0.01% | Reduce -45.4% | 32,568 | $769K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.1% | 31,896 | $753K |
| Natixis | 0.00% | Reduce -58.1% | 31,190 | $737K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.0% | 30,847 | $729K |
| State of Alaska, Department of Revenue | 0.01% | No change | 30,499 | $720K |
| Abel Hall, LLC | 0.15% | Add +26.2% | 30,465 | $720K |
| Contravisory Investment Management, Inc. | 0.14% | Add +2.7% | 29,880 | $706K |
| Mirador Capital Partners LP | 0.10% | New | 29,797 | $704K |
| SlateStone Wealth, LLC | 0.06% | Add +8.0% | 29,676 | $701K |
| Rakuten Investment Management, Inc. | 0.00% | Add +10.4% | 30,260 | $693K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.1% | 28,880 | $682K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.4% | 28,429 | $671K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,367 | $670K |
| Invst, LLC | 0.08% | New | 28,155 | $665K |
| Gateway Investment Advisers LLC | 0.01% | Add +55.1% | 27,479 | $649K |
| Jones Financial Companies LLLP | 0.00% | Add +44.4% | 28,353 | $645K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +5.5% | 26,785 | $633K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | No change | 26,464 | $625K |
| Arax Advisory Partners | 0.02% | Add +144.2% | 26,433 | $624K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.3% | 26,239 | $620K |
| LBP Am SA | 0.01% | Reduce -9.7% | 26,169 | $618K |
| Brown Brothers Harriman & Co. | 0.00% | Add +66.4% | 26,029 | $615K |
| Mgo One Seven LLC | 0.01% | Add +0.8% | 25,898 | $612K |
| Farther Finance Advisors, LLC | 0.01% | Add +44.8% | 25,922 | $611K |
| Index Technologies Group LLC | 0.67% | New | 25,870 | $611K |
| Bank of Nova Scotia | 0.00% | Reduce -91.7% | 25,605 | $605K |
| Guinness Asset Management LTD | 0.01% | Reduce -1.1% | 25,329 | $598K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.0% | 25,044 | $592K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 24,207 | $572K |
| Dark Forest Capital Management LP | 0.05% | Reduce -79.9% | 24,216 | $572K |
| Acorn Financial Advisory Services Inc. | 0.08% | New | 24,162 | $571K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -65.4% | 24,099 | $569K |
| Aberdeen Group plc | 0.00% | Reduce -88.7% | 23,965 | $566K |
| Natixis Advisors, LLC | 0.00% | Add +13.4% | 23,801 | $562K |
| Global X Japan Co., Ltd. | 0.03% | Reduce -7.7% | 23,600 | $557K |
| Jump Financial, LLC | 0.01% | Add +65.2% | 23,387 | $552K |
| Oxford Asset Management LLP | 0.22% | New | 23,359 | $552K |
| Brevan Howard Capital Management LP | 0.01% | New | 23,255 | $549K |
| S&co Inc. | 0.03% | Reduce -50.0% | 23,245 | $549K |
| Shepherd Kaplan Krochuk, LLC | 0.46% | Reduce -0.5% | 23,209 | $548K |
| Inceptionr LLC | 0.13% | New | 23,155 | $547K |
| J.Safra Asset Management Corp | 0.03% | New | 23,002 | $543K |
| Twinbeech Capital LP | 0.06% | New | 22,700 | $536K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.5% | 21,561 | $509K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +0.5% | 20,578 | $486K |
| Independent Advisor Alliance | 0.01% | Reduce -12.9% | 20,489 | $484K |
| Wakefield Asset Management LLLP | 0.13% | New | 20,452 | $483K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -7.4% | 20,283 | $479K |
| US Bancorp \de | 0.00% | Add +15.0% | 20,123 | $475K |
| Empowered Funds, LLC | 0.00% | New | 19,995 | $472K |
| Benjamin Edwards Inc. | 0.00% | New | 19,988 | $472K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 19,915 | $470K |
| Machina Capital S.A.S. | 0.09% | Add +2.9% | 19,909 | $470K |
| Syon Capital LLC | 0.02% | Add +40.0% | 19,688 | $465K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 19,611 | $463K |
| Ascentis Independent Advisors | 0.03% | Add +33.7% | 19,534 | $461K |
| Park National Corp. | 0.01% | Reduce -24.1% | 19,518 | $461K |
| Verity Asset Management, Inc. | 0.19% | Add +23.3% | 19,460 | $460K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.3% | 19,434 | $459K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +58.9% | 19,304 | $456K |
| Wright Investors Service Inc. | 0.14% | Add +0.6% | 19,290 | $456K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -74.7% | 19,100 | $451K |
| First National Trust Co | 0.02% | No change | 18,880 | $446K |
| Norinchukin Bank, The | 0.01% | Add +0.1% | 18,845 | $445K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.5% | 18,779 | $444K |
| Whitener Capital Management, Inc. | 0.10% | Add +1.2% | 18,750 | $443K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.1% | 18,718 | $442K |
| Mizuho Securities USA LLC | 0.01% | Reduce -17.0% | 18,575 | $439K |
| KBC Group NV | 0.00% | Add +10.7% | 18,556 | $438K |
| Ascentis Wealth Management, LLC | 0.09% | Add +13.2% | 18,499 | $437K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 18,258 | $431K |
| Wagner Wealth Management, Corp | 0.39% | Reduce -5.7% | 18,176 | $429K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 18,025 | $426K |
| Capital Investment Counsel, Inc | 0.05% | Reduce -1.1% | 17,744 | $419K |
| DNB Asset Management AS | 0.00% | New | 17,474 | $413K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.9% | 17,439 | $411K |
| CoreCap Advisors, LLC | 0.01% | Add +63.0% | 17,341 | $410K |
| Hartford Investment Management Co. | 0.01% | No change | 17,140 | $405K |
| Associated Banc-Corp | 0.01% | No change | 17,085 | $404K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -42.8% | 16,598 | $392K |
| iA Global Asset Management Inc. | 0.01% | New | 16,537 | $391K |
| GAMMA Investing LLC | 0.02% | Add +23.4% | 16,255 | $384K |
| Hardy Reed LLC | 0.03% | No change | 16,130 | $381K |
| Keybank National Association | 0.00% | Add +62.7% | 16,012 | $378K |
| Vestcor Inc | 0.01% | Reduce -51.6% | 16,013 | $378K |
| United Capital Financial Advisors, LLC | 0.00% | Add +80.3% | 15,898 | $376K |
| State of Wyoming | 0.04% | New | 15,812 | $373K |
| Rockland Trust Co. | 0.01% | Reduce -1.9% | 15,737 | $372K |
| Louisiana State Employees Retirement System | 0.01% | No change | 15,700 | $371K |
| Stephens Inc. | 0.00% | Reduce -13.2% | 15,679 | $370K |
| Pacer Advisors, Inc. | 0.00% | Reduce -49.9% | 15,354 | $363K |
| Brighton Jones LLC | 0.01% | New | 15,214 | $359K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.1% | 14,680 | $347K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -14.3% | 14,555 | $344K |
| NorthRock Partners, LLC | 0.01% | Add +2.8% | 14,521 | $343K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -0.5% | 14,508 | $343K |
| iSAM Funds (UK) Ltd | 0.17% | New | 14,298 | $338K |
| Utah Retirement Systems | 0.00% | Reduce -12.3% | 14,249 | $337K |
| New Mexico Educational Retirement Board | 0.01% | No change | 14,173 | $335K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.1% | 14,170 | $335K |
| Mariner, LLC | 0.00% | Reduce -75.0% | 14,051 | $332K |
| ING Groep NV | 0.00% | Reduce -1.6% | 13,954 | $330K |
| Mirabella Financial Services LLP | 0.03% | New | 13,871 | $328K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.7% | 13,624 | $322K |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 13,550 | $320K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 13,208 | $312K |
| HUB Investment Partners, LLC | 0.01% | Add +14.3% | 13,031 | $308K |
| Moody National Bank Trust Division | 0.03% | Reduce -7.5% | 12,753 | $301K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.8% | 12,760 | $301K |
| Oak Thistle LLC | 0.03% | Reduce -69.7% | 12,674 | $299K |
| Captrust Financial Advisors | 0.00% | Reduce -3.3% | 12,676 | $299K |
| Mutual Advisors, LLC | 0.01% | Add +10.4% | 12,665 | $299K |
| MUFG Securities EMEA plc | 0.00% | No change | 12,572 | $297K |
| Jacobi Capital Management LLC | 0.02% | Add +1.3% | 12,341 | $291K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 12,336 | $291K |
| Revisor Wealth Management LLC | 0.08% | Reduce -8.3% | 12,137 | $288K |
| &partners | 0.00% | Add +35.3% | 12,213 | $288K |
| LGT Group Foundation | 0.00% | Reduce -18.5% | 12,190 | $288K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +1.2% | 12,032 | $284K |
| Pavaki Capital Management LLC | 0.20% | No change | 12,000 | $283K |
| Jane Street Group, LLC | 0.00% | Add +21.6% | 11,989 | $283K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 11,986 | $283K |
| Icon Advisers Inc. | 0.07% | New | 11,900 | $281K |
| Sowell Financial Services LLC | 0.01% | New | 11,809 | $279K |
| DRW Securities, LLC | 0.02% | Add +33.9% | 11,716 | $277K |
| Savvy Advisors, Inc. | 0.01% | Reduce -14.6% | 11,667 | $276K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11,615 | $274K |
| MML Investors Services, LLC | 0.00% | Reduce -29.0% | 11,571 | $273K |
| North Star Asset Management Inc. | 0.01% | Reduce -6.1% | 11,470 | $271K |
| Polymer Capital Management (US) LLC | 0.04% | New | 11,307 | $267K |
| AlphaCore Capital LLC | 0.01% | Add +64.3% | 11,220 | $266K |
| V-Square Quantitative Management LLC | 0.03% | No change | 11,259 | $266K |
| Brooklyn Investment Group | 0.01% | New | 11,098 | $262K |
| Horizon Investments, LLC | 0.00% | Add +5.8% | 11,076 | $262K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 11,057 | $261K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 11,050 | $261K |
| Wealthfront Advisers LLC | 0.00% | New | 11,028 | $260K |
| Boston Trust Walden Corp | 0.00% | No change | 11,000 | $260K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.8% | 10,769 | $258K |
| Sound Financial Strategies Group, LLC | 0.17% | Reduce -59.1% | 10,808 | $255K |
| Manske Wealth Management | 0.07% | Reduce -0.9% | 10,638 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -80.3% | 10,567 | $250K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -2.5% | 10,567 | $250K |
| Lynx Investment Advisory | 0.12% | Add +10.5% | 10,547 | $249K |
| PFG Investments, LLC | 0.01% | Add +23.5% | 10,422 | $246K |
| Empirical Finance, LLC | 0.01% | Reduce -0.1% | 10,403 | $246K |
| Paragon Capital Management Ltd | 0.05% | Reduce -3.9% | 10,388 | $245K |
| Lido Advisors, LLC | 0.00% | Add +4.0% | 10,194 | $244K |
| Simplicity Wealth,LLC | 0.01% | Add +10.9% | 10,288 | $243K |
| Patton Fund Management, Inc. | 0.04% | No change | 10,205 | $241K |
| Macquarie Group Ltd. | 0.00% | Reduce -20.8% | 10,139 | $239K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.1% | 9,831 | $232K |
| M&T Bank Corp | 0.00% | New | 9,844 | $232K |
| Brand Asset Management Group, Inc. | 0.06% | New | 9,712 | $229K |
| IRON Financial LLC | 0.10% | New | 9,461 | $223K |
| Certuity, LLC | 0.01% | New | 9,437 | $223K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,426 | $223K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -4.0% | 9,364 | $221K |
| Keystone Financial Group | 0.01% | Add +0.2% | 9,268 | $219K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -17.9% | 9,191 | $217K |
| Vident Advisory, LLC | 0.00% | New | 9,176 | $217K |
| Boothbay Fund Management, LLC | 0.01% | New | 9,117 | $215K |
| Glenmede Trust Co. NA | 0.00% | New | 9,098 | $215K |
| Apollon Wealth Management, LLC | 0.00% | New | 9,078 | $214K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,070 | $214K |
| Investment Research Partners LLC | 0.09% | New | 9,015 | $213K |
| Credit Agricole S A | 0.00% | New | 8,985 | $212K |
| North Dakota State Investment Board | 0.01% | Reduce -15.8% | 8,880 | $210K |
| Composition Wealth, LLC | 0.00% | New | 8,815 | $208K |
| Herold Advisors, Inc. | 0.05% | No change | 8,750 | $207K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 8,658 | $205K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.8% | 8,555 | $202K |
| AlphaGrep UK Ltd | 0.06% | New | 8,525 | $201K |
| Leonteq Securities AG | 0.01% | Add +577.4% | 8,508 | $201K |
| Mufg Securities Americas Inc. | 0.01% | Add +2.7% | 8,502 | $201K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 8,476 | $200K |
| Mather Group, Llc. | 0.00% | New | 8,445 | $199K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.2% | 8,258 | $195K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 8,119 | $192K |
| Korea Investment CORP | 0.00% | No change | 8,069 | $191K |
| Van Eck Associates Corp. | 0.00% | Reduce -7.4% | 7,891 | $186K |
| Group One Trading LLC | 0.01% | Reduce -78.7% | 7,632 | $180K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.9% | 7,397 | $175K |
| Walleye Trading LLC | 0.00% | New | 7,370 | $174K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 7,213 | $170K |
| Federated Hermes, Inc. | 0.00% | Add +377.3% | 6,257 | $148K |
| Rockefeller Capital Management L.P. | 0.00% | Add +36.1% | 6,189 | $146K |
| Allworth Financial LP | 0.00% | Add +34.5% | 5,995 | $142K |
| Signaturefd, LLC | 0.00% | Add +36.6% | 5,857 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +33.5% | 5,683 | $134K |
| Versant Capital Management, Inc | 0.01% | Add +99.6% | 5,622 | $133K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.0% | 5,575 | $132K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 5,558 | $131K |
| Tema ETFs LLC | 0.01% | Add +0.4% | 5,200 | $123K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -35.1% | 4,900 | $115K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9394.0% | 4,747 | $112K |
| Park Place Capital Corp | 0.02% | New | 4,623 | $109K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -87.0% | 4,612 | $109K |
| CX Institutional | 0.00% | Add +2.1% | 4,494 | $106K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 4,479 | $106K |
| South Dakota Investment Council | 0.00% | No change | 3,942 | $93K |
| Hantz Financial Services, Inc. | 0.00% | Add +276.1% | 3,934 | $93K |
| Catherine Avery Investment Management LLC | 0.04% | Reduce -13.2% | 3,844 | $91K |
| Geneos Wealth Management Inc. | 0.00% | Add +12.2% | 3,671 | $87K |
| Caldwell Trust Co | 0.01% | No change | 3,009 | $71K |
| Rothschild Investment LLC | 0.00% | Add +2.0% | 2,834 | $67K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,792 | $66K |
| Rossby Financial, LCC | 0.01% | New | 2,513 | $59K |
| Morse Asset Management, Inc | 0.01% | No change | 2,450 | $58K |
| Assetmark, Inc. | 0.00% | Reduce -0.9% | 2,325 | $55K |
| Lloyd Advisory Services, LLC. | 0.02% | Add +11405.0% | 2,301 | $54K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -11.5% | 2,301 | $54K |
| CNB Bank | 0.02% | Reduce -10.3% | 2,268 | $54K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +82.7% | 2,260 | $53K |
| Larson Financial Group LLC | 0.00% | Add +49.7% | 2,084 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.0% | 2,075 | $49K |
| Essential Partners LLC | 0.02% | No change | 1,994 | $47K |
| Storebrand Asset Management As | 0.00% | Reduce -11.2% | 1,967 | $46K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,900 | $45K |
| Covestor Ltd | 0.03% | Reduce -57.6% | 1,548 | $37K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,550 | $37K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 1,500 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +12.3% | 1,447 | $34K |
| Manchester Capital Management LLC | 0.00% | No change | 1,420 | $34K |
| Investors Research Corp | 0.01% | No change | 1,400 | $33K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 1,335 | $32K |
| Consultiva Wealth Management, Corp. | 0.09% | Add +1.4% | 1,334 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.6% | 1,346 | $31K |
| International Assets Investment Management, LLC | 0.00% | Reduce -19.3% | 1,272 | $30K |
| Anchor Investment Management, LLC | 0.00% | Add +1.3% | 1,206 | $28K |
| Zions Bancorporation, National Association | 0.00% | Reduce -20.5% | 1,202 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.4% | 1,120 | $26K |
| Key Capital Management, INC | 0.02% | Add +146.3% | 1,101 | $26K |
| Hickory Point Bank & Trust | 0.02% | New | 1,000 | $24K |
| MAI Capital Management | 0.00% | Add +22.5% | 992 | $23K |
| Ancora Advisors LLC | 0.00% | Add +1.9% | 948 | $22K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -3.2% | 845 | $20K |
| UMB Bank, n.a. | 0.00% | Add +123.4% | 764 | $18K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 750 | $18K |
| TD Private Client Wealth LLC | 0.00% | Add +3.0% | 693 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 687 | $16K |
| CVA Family Office, LLC | 0.00% | Add +698.8% | 679 | $16K |
| Global Trust Asset Management, LLC | 0.01% | No change | 675 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -1.4% | 634 | $15K |
| Generali Asset Management SPA SGR | 0.00% | No change | 616 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 604 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 600 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 598 | $14K |
| True Wealth Design, LLC | 0.00% | Add +14.0% | 594 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 567 | $13K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 520 | $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% | No change | 519 | $12K |
| Axiom Investment Management LLC | 0.01% | — | 500 | $12K |
| Colonial Trust Co / SC | 0.00% | Reduce -50.0% | 500 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $12K |
| Eastern Bank | 0.00% | No change | 500 | $12K |
| Whittier Trust Co. | 0.00% | No change | 500 | $12K |
| Millstone Evans Group, LLC | 0.01% | No change | 486 | $11K |
| Smithfield Trust Co | 0.00% | No change | 484 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.8% | 457 | $11K |
| Quarry LP | 0.00% | Reduce -78.3% | 446 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +3.4% | 428 | $10K |
| Ameriflex Group, Inc. | 0.00% | Reduce -64.8% | 413 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 400 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.7% | 385 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 376 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -81.0% | 375 | $9K |
| Rakuten Securities, Inc. | 0.00% | Reduce -69.6% | 350 | $8K |
| Quent Capital, LLC | 0.00% | Add +16.7% | 336 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 328 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +184.9% | 302 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +22.9% | 301 | $7K |
| Key Financial Inc | 0.00% | No change | 291 | $7K |
| Decker Retirement Planning Inc. | 0.00% | No change | 281 | $7K |
| Addison Advisors LLC | 0.00% | No change | 259 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 289 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 250 | $6K |
| Blue Trust, Inc. | 0.00% | Add +22.7% | 227 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 215 | $5K |
| Triumph Capital Management | 0.00% | No change | 200 | $5K |
| City State Bank | 0.00% | No change | 200 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $5K |
| POM Investment Strategies, LLC | 0.01% | No change | 190 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 181 | $4K |
| Clark Wealth Partners | 0.00% | No change | 157 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +170.7% | 157 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -84.6% | 125 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +5.8% | 92 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -3.5% | 109 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +40.3% | 101 | $2K |
| Danske Bank A/S | 0.00% | Reduce -90.9% | 100 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +276.9% | 98 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 94 | $2K |
| Sachetta, LLC | 0.00% | Add +36.8% | 93 | $2K |
| Inspire Investing, LLC | 0.00% | Add +8.1% | 93 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 92 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +31.3% | 84 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +48.2% | 83 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +18.5% | 64 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 79 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 77 | $2K |
| Spire Wealth Management | 0.00% | Add +183.3% | 68 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +59.0% | 62 | $1K |
| SHP Wealth Management | 0.00% | New | 62 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 61 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -34.1% | 60 | $1K |
| Destiny Wealth Partners, LLC | 0.00% | New | 60 | $1K |
| Summit Securities Group LLC | 0.00% | Reduce -98.6% | 51 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +9.3% | 47 | $1K |
| Grove Bank & Trust | 0.00% | No change | 47 | $1K |
| Caitlin John, LLC | 0.00% | No change | 45 | $1K |
| GW&K Investment Management, LLC | 0.00% | Add +75.0% | 42 | $1K |
| Kilter Group LLC | 0.00% | Reduce -19.2% | 42 | $993 |
| LRI Investments, LLC | 0.00% | No change | 41 | $968 |
| AdvisorNet Financial, Inc | 0.00% | Add +21.2% | 40 | $945 |
| Truvestments Capital LLC | 0.00% | New | 38 | $898 |
| Cornerstone Financial Management LLC | 0.00% | No change | 37 | $874 |
| Clayton Financial Group LLC | 0.00% | No change | 37 | $874 |
| MV Capital Management, Inc. | 0.00% | No change | 36 | $851 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 36 | $850 |
| Activest Wealth Management | 0.00% | Add +140.0% | 36 | $850 |
| TFC Financial Management, Inc. | 0.00% | Reduce -13.9% | 31 | $733 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $732 |
| Synergy Investment Management, LLC | 0.00% | New | 31 | $732 |
| West Financial Advisors, LLC | 0.00% | Reduce -45.5% | 30 | $718 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -6.3% | 30 | $709 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -54.2% | 27 | $638 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 27 | $638 |
| Lodestone Wealth Management LLC | 0.00% | No change | 21 | $504 |
| Financial Consulate, Inc. | 0.00% | No change | 20 | $473 |
| SWAN Capital LLC | 0.00% | No change | 20 | $472 |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 20 | $472 |
| Dunhill Financial, LLC | 0.00% | Add +5.9% | 18 | $440 |
| McGuire Capital Advisors Inc. | 0.00% | Add +5.9% | 18 | $418 |
| Quaker Wealth Management, LLC | 0.00% | Add +21.4% | 17 | $402 |
| Y.D. More Investments Ltd | 0.00% | Add +2069.4% | 4,816 | $359 |
| Nvwm, LLC | 0.00% | No change | 15 | $354 |
| Abound Wealth Management | 0.00% | No change | 12 | $287 |
| American Capital Advisory, LLC | 0.00% | No change | 12 | $284 |
| Curio Wealth, LLC | 0.00% | New | 10 | $236 |
| Dogwood Wealth Management LLC | 0.00% | No change | 10 | $236 |
| WestEnd Advisors, LLC | 0.00% | No change | 10 | $236 |
| 1015 Capital Partners, LLC | 0.00% | No change | 9 | $213 |
| Signature Equity Partners, LLC | 0.00% | No change | 9 | $213 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -90.4% | 8 | $191 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $166 |
| MidFirst Bank | 0.00% | New | 6 | $142 |
| 3 Factor Indexing, LLC | 0.00% | — | 4 | $95 |
| Torren Management, LLC | 0.00% | Reduce -94.0% | 3 | $59 |
| Highline Wealth Partners LLC | 0.00% | New | 1 | $24 |
| 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.