Brown-Forman Corp. Class BBF.B

13F holders, Q1 2025 (March 31)
643holders +7
82new positions
80sold out
10famous investors
$33.95avg. 13F price*

At the end of Q1 2025, 643 institutions reported holding Brown-Forman Corp. Class B (BF.B) in their 13F filings, up 7 from Q4 2024. 82 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($526.2M) and State Street Corp. ($425.9M). 10 famous investors held it, including Terry Smith (1.5% of Fundsmith's portfolio), Tom Russo (0.3% of Gardner Russo & Quinn's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).

Company
Brown-Forman Corp. Class B
CUSIP
115637209
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 612Q1 2024Q2 2024: 586Q2 2024Q3 2024: 612Q3 2024Q4 2024: 636Q4 2024Q1 2025: 643Q1 2025Q2 2025: 640Q2 2025Q3 2025: 627Q3 2025Q4 2025: 643Q4 2025Q1 2026: 581Q1 2026Q2 2026: 596Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions82$175.5M
Exits80$129.1M

All 13F filers, Q4 2024 → Q1 2025: 30,323,802 shares bought and 15,479,978 shares sold, net +14,843,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 643 holders

Vanguard Group Inc. 0.02% Add +3.6% 30,678,973 $1.0B
BlackRock, Inc. 0.01% Add +5.7% 15,504,610 $526.2M
State Street Corp. 0.02% Add +0.3% 12,466,704 $425.9M
Fundsmith 1.49% No change 9,637,881 $327.1M
Van Eck Associates Corp. 0.27% Add +12.6% 6,144,177 $208.5M
Invesco Ltd. 0.04% Add +22.2% 5,788,476 $196.5M
Bank of America Corp. 0.02% Add +107.4% 5,775,702 $196.0M
Morgan Stanley 0.01% Add +65.7% 5,381,350 $182.6M
Geode Capital Management, LLC 0.01% Add +22.6% 5,267,131 $178.3M
Wellington Management Group LLP 0.03% Add +53.3% 5,181,106 $175.8M
ProShare Advisors LLC 0.39% Add +30.4% 5,028,121 $170.7M
Charles Schwab Investment Management Inc. 0.03% Add +3.9% 4,007,984 $136.0M
Goldman Sachs Group Inc. 0.02% Add +53.6% 3,807,263 $129.2M
UBS Group AG 0.02% Add +142.1% 3,076,690 $104.4M
Wells Fargo & Company 0.02% Add +5.0% 3,004,420 $102.0M
Fundsmith Investment Services LTD. 1.37% No change 2,855,440 $96.9M
Champlain Investment Partners, LLC 0.65% Reduce -20.7% 2,633,390 $89.4M
Bank of New York Mellon Corp 0.02% Reduce -3.4% 2,389,754 $81.1M
Norges Bank 0.01% Add +1.8% 2,362,373 $80.2M
Northern Trust Corp. 0.01% Add +3.8% 2,130,586 $72.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +19.5% 1,891,707 $64.2M
Madison Asset Management, LLC 0.71% Add +17.1% 1,886,816 $64.0M
Vest Financial, LLC 0.85% Add +39.5% 1,616,243 $54.9M
Alecta Tjanstepension Omsesidigt 0.30% No change 1,600,000 $54.3M
First Trust Advisors LP 0.05% Add +27.6% 1,580,654 $53.6M
Lindsell Train Ltd 1.48% Reduce -3.6% 1,575,426 $53.5M
Legal & General Group Plc 0.01% Add +2.9% 1,572,127 $53.4M
Vontobel Holding Ltd. 0.19% Reduce -29.4% 1,512,771 $51.3M
Deutsche Bank AG 0.02% Add +62.1% 1,499,631 $50.9M
JPMorgan Chase & Co. 0.00% Add +150.5% 1,468,620 $49.8M
London Co. of Virginia 0.27% Reduce -4.2% 1,399,152 $47.5M
Black Creek Investment Management Inc. 2.07% New 1,296,119 $44.0M
Nomura Asset Management Co. Ltd. 0.12% Add +37.2% 1,168,057 $39.6M
Dimensional Fund Advisors LP 0.01% Reduce -1.6% 1,151,767 $39.1M
FMR LLC 0.00% Add +15.2% 1,109,054 $37.6M
Bessemer Group Inc. 0.07% Add +0.1% 1,093,165 $37.1M
J. Safra Sarasin Holding AG 0.61% New 986,962 $33.5M
Royal Bank of Canada 0.01% Add +20.9% 857,506 $29.1M
Gardner Russo & Quinn 0.31% Reduce -2.3% 820,796 $27.9M
Natixis Advisors, LLC 0.05% Reduce -15.0% 780,082 $26.5M
Cerity Partners LLC 0.05% Add +81.5% 763,311 $25.9M
BNP Paribas Financial Markets 0.02% Add +20.2% 733,844 $24.9M
Absher Wealth Management, LLC 3.15% Add +48.0% 708,355 $24.0M
Lord, Abbett & Co. LLC 0.09% New 693,600 $23.5M
Citadel Advisors 0.02% Reduce -29.4% 623,942 $21.2M
Eubel Brady & Suttman Asset Management Inc. 2.90% Add +14.2% 596,704 $20.3M
Glenview Trust Co 0.39% Add +0.4% 585,323 $19.9M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 577,504 $19.6M
Freestone Grove Partners LP 0.19% New 549,192 $18.6M
Sather Financial Group Inc 1.21% Add +12.4% 544,827 $18.5M
Barclays PLC 0.01% Add +0.6% 541,255 $18.4M
Raymond James Financial Inc. 0.01% Reduce -7.4% 521,222 $17.7M
Confluence Investment Management LLC 0.25% Add +2.2% 517,326 $17.6M
Swiss National Bank 0.01% Reduce -0.5% 512,118 $17.4M
Amundi 0.01% Reduce -55.3% 519,790 $17.1M
Pinebridge Investments, L.P. 0.14% Add +0.1% 503,627 $17.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +17.2% 493,031 $16.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +24.0% 479,929 $16.3M
Markel Group 0.14% No change 474,187 $16.1M
Rhumbline Advisers 0.01% Add +18.8% 453,030 $15.4M
Grace & White Inc. 2.87% No change 436,698 $14.8M
Sprucegrove Investment Management Ltd. 1.58% Add +73.5% 433,320 $14.7M
Nuveen, LLC 0.00% — 426,379 $14.5M
Jump Financial, LLC 0.22% Add +243.3% 422,240 $14.3M
HSBC Holdings PLC 0.01% Reduce -11.7% 420,494 $14.3M
Mather Group, Llc. 0.16% Add +38354.6% 408,003 $13.8M
Stifel Financial Corp. 0.01% Add +15.3% 403,582 $13.7M
Citigroup Inc. 0.01% Reduce -50.5% 390,519 $13.3M
Envestnet Asset Management Inc. 0.00% Add +21.3% 389,309 $13.2M
Amiral Gestion 7.18% Add +266.7% 384,306 $13.0M
Manitou Investment Management Ltd. 2.53% Add +7.8% 383,104 $13.0M
Baird Financial Group, Inc. 0.02% Reduce -4.4% 366,881 $12.5M
California State Teachers Retirement System 0.01% Add +0.8% 339,645 $11.5M
CANADA LIFE ASSURANCE Co 0.02% Reduce -5.8% 337,375 $11.5M
Trexquant Investment LP 0.13% Add +91.4% 337,694 $11.5M
Alliancebernstein L.P. 0.00% Add +3.4% 335,988 $11.4M
Aquatic Capital Management LLC 0.28% Add +362.6% 328,402 $11.1M
Bank of Montreal 0.01% Reduce -10.1% 317,140 $10.8M
T. Rowe Price Associates Inc. 0.00% Reduce -30.9% 317,099 $10.8M
Janney Montgomery Scott LLC 0.03% Add +80.1% 315,143 $10.7M
Lazard Asset Management LLC 0.02% Reduce -90.2% 305,666 $10.4M
Sei Investments Co. 0.01% Add +20.1% 303,753 $10.3M
Squarepoint Ops LLC 0.02% New 298,060 $10.1M
Victory Capital Management Inc. 0.01% Add +27.9% 294,912 $10.0M
Rbo & Co. LLC 1.57% Add +0.2% 289,563 $9.8M
BLI - Banque de Luxembourg Investments 0.29% Reduce -9.0% 278,650 $9.6M
ICICI Prudential Asset Management Co Ltd 1.24% Add +50.9% 281,600 $9.6M
Black Cypress Capital Management, LLC 8.02% Add +136.7% 259,241 $8.8M
Quantinno Capital Management LP 0.06% Add +347.4% 251,529 $8.5M
Verition Fund Management LLC 0.05% Add +34.0% 230,637 $7.8M
Schonfeld Strategic Advisors LLC 0.05% Add +63.4% 228,492 $7.8M
State Board of Administration of Florida Retirement System 0.02% No change 227,848 $7.7M
Principal Financial Group Inc. 0.00% Reduce -0.1% 225,388 $7.6M
Douglass Winthrop Advisors, LLC 0.14% Reduce -0.3% 222,467 $7.6M
Prudential Financial Inc. 0.01% Add +107.5% 215,595 $7.3M
Guggenheim Capital LLC 0.07% Add +11.1% 213,691 $7.3M
Cresset Asset Management, LLC 0.03% Add +0.6% 196,619 $6.7M
Natixis 0.04% New 188,999 $6.5M
Hillman Capital Management, Inc. 3.18% Add +30.2% 190,279 $6.5M
Yousif Capital Management, LLC 0.07% Add +47.3% 189,847 $6.4M
Mattern Capital Management, LLC 0.78% Add +14.1% 180,280 $6.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -12.9% 175,749 $6.0M
Ameriprise Financial Inc. 0.00% Add +16.2% 174,738 $5.9M
Hahn Capital Management LLC 2.82% Reduce -5.7% 171,765 $5.8M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -2.3% 166,232 $5.6M
Quantbot Technologies LP 0.17% Reduce -6.8% 157,782 $5.4M
New York State Teachers Retirement System 0.01% Reduce -9.1% 155,746 $5.3M
APG Asset Management N.V. 0.02% Reduce -3.0% 163,600 $5.1M
Wealthfront Advisers LLC 0.01% Add +124.9% 149,891 $5.1M
Brown Advisory Inc. 0.01% Reduce -26.1% 143,538 $4.9M
Benjamin Edwards Inc. 0.07% Reduce -11.9% 141,032 $4.8M
Bath Savings Trust Co 0.49% Reduce -21.7% 139,020 $4.7M
Whittier Trust Co. 0.07% Reduce -0.0% 138,891 $4.7M
Aviva PLC 0.01% Reduce -9.6% 138,801 $4.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.1% 137,732 $4.7M
RK Asset Management, LLC 4.30% Add +0.5% 137,254 $4.7M
Wendell David Associates Inc. 0.45% Reduce -9.1% 131,846 $4.5M
Neuberger Berman Group LLC 0.00% Add +30.7% 130,866 $4.4M
Millennium Management 0.00% Reduce -85.0% 130,120 $4.4M
Illinois Municipal Retirement Fund 0.06% Add +3.6% 129,107 $4.4M
Aberdeen Group plc 0.01% Add +94.4% 124,196 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +48.3% 124,355 $4.2M
LPL Financial LLC 0.00% Add +27.9% 123,492 $4.2M
Twin Tree Management, LP 0.09% New 116,762 $4.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.2% 114,027 $3.9M
Ally Financial Inc. 0.43% No change 113,000 $3.8M
TCV Trust & Wealth Management, Inc. 0.35% Reduce -0.8% 112,780 $3.8M
Resona Asset Management Co.,Ltd. 0.02% Add +24.5% 109,768 $3.8M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -9.6% 108,900 $3.7M
Parthenon LLC 0.43% No change 104,035 $3.5M
State of Wisconsin Investment Board 0.01% Add +0.2% 103,053 $3.5M
K.J. Harrison & Partners Inc 0.66% New 100,000 $3.4M
Nisa Investment Advisors, LLC 0.02% Add +18.5% 97,632 $3.3M
New York State Common Retirement Fund 0.00% Reduce -74.5% 97,945 $3.3M
USS Investment Management Ltd 0.03% Add +0.8% 96,981 $3.3M
OMERS ADMINISTRATION Corp 0.03% Add +705.5% 96,107 $3.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.1% 95,515 $3.2M
HighTower Advisors, LLC 0.00% Add +147.9% 95,207 $3.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +1.5% 91,766 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 91,681 $3.1M
Pictet Asset Management Holding SA 0.00% Reduce -5.8% 90,535 $3.1M
Groupe la Francaise 0.06% Add +57.2% 86,967 $3.0M
Callahan Advisors, LLC 0.28% New 86,649 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +4.2% 84,806 $2.9M
Royal London Asset Management Ltd. 0.01% Add +10.2% 83,841 $2.8M
Asset Management One Co., Ltd. 0.01% Add +5.4% 83,563 $2.8M
Treasurer of the State of North Carolina 0.01% Add +0.5% 82,481 $2.8M
Danske Bank A/S 0.01% Reduce -4.8% 81,967 $2.8M
National Bank of Canada 0.00% Reduce -5.8% 80,938 $2.7M
Oppenheimer & Co. Inc. 0.04% Reduce -2.8% 80,885 $2.7M
TD Asset Management Inc 0.00% Add +1.5% 80,312 $2.7M
Gotham Asset Management 0.02% Add +38.4% 80,065 $2.7M
Element Capital Management LLC 0.67% New 79,850 $2.7M
William Allan Corp 1.64% Reduce -1.6% 77,157 $2.6M
Korea Investment CORP 0.01% Add +60.1% 76,678 $2.6M
Stock Yards Bank & Trust Co. 0.09% Reduce -16.7% 76,566 $2.6M
Ethic Inc. 0.05% Add +20.9% 76,812 $2.6M
Hendley & Co. Inc. 0.90% Reduce -2.5% 75,558 $2.6M
D. E. Shaw & Co. 0.00% Add +51.0% 75,204 $2.6M
Marshall Wace, LLP 0.00% Add +79.6% 75,089 $2.5M
Creative Planning 0.00% Add +87.4% 73,671 $2.5M
Mariner, LLC 0.00% Add +21.5% 73,095 $2.5M
Medallion Wealth Advisors, LLC 1.10% Add +0.8% 71,416 $2.4M
Empowered Funds, LLC 0.03% Add +9.8% 70,935 $2.4M
State of New Jersey Common Pension Fund D 0.01% No change 69,325 $2.4M
Chancellor Financial Group WB LP 1.95% Add +5.1% 69,059 $2.3M
Townsend & Associates, Inc 0.24% Add +127.2% 66,890 $2.3M
Pathstone Holdings, LLC 0.01% Add +3.3% 64,301 $2.2M
Swedbank AB 0.00% No change 64,217 $2.2M
Manning & Napier Advisors LLC 0.03% Add +107.4% 64,200 $2.2M
Toronto Dominion Bank 0.01% Reduce -34.5% 63,842 $2.2M
Cibc World Markets Corp. 0.02% Reduce -11.3% 63,359 $2.2M
Russell Investments Group, Ltd. 0.00% Reduce -10.6% 62,426 $2.1M
US Bancorp \de 0.00% Reduce -39.9% 62,109 $2.1M
Bayesian Capital Management, LP 0.34% Reduce -16.4% 60,700 $2.1M
Voloridge Investment Management, LLC 0.01% Reduce -58.3% 60,093 $2.0M
Virtu Financial LLC 0.11% Add +50.3% 59,508 $2.0M
SG Americas Securities, LLC 0.01% Add +365.0% 59,411 $2.0M
Prudential PLC 0.01% No change 59,168 $2.0M
Journey Strategic Wealth LLC 0.07% Add +0.1% 58,702 $2.0M
Lansforsakringar Fondforvaltning AB (publ) 0.01% No change 58,638 $2.0M
Amica Mutual Insurance Co. 0.22% New 58,374 $2.0M
SummitTX Capital, L.P. 0.09% — 57,344 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -17.3% 56,086 $1.9M
DekaBank Deutsche Girozentrale 0.00% Reduce -0.8% 55,944 $1.9M
Beacon Investment Advisory Services, Inc. 0.09% Reduce -21.2% 55,875 $1.9M
Public Employees Retirement System of Ohio 0.01% Reduce -9.5% 55,197 $1.9M
Twinbeech Capital LP 0.03% Reduce -30.1% 54,409 $1.8M
IFM Investors Pty Ltd 0.02% Add +16.3% 53,621 $1.8M
Oddo BHF Asset Management Sas 0.07% New 53,427 $1.8M
Advisory Services Network, LLC 0.03% Add +8.7% 53,132 $1.8M
Harvey Investment Co. LLC 0.20% No change 53,092 $1.8M
Arizona State Retirement System 0.01% Reduce -0.4% 52,668 $1.8M
American Century Companies Inc. 0.00% Add +7.8% 51,395 $1.7M
Voya Investment Management LLC 0.00% Reduce -0.0% 50,991 $1.7M
State of Michigan Retirement System 0.01% No change 50,681 $1.7M
Rathbones Group PLC 0.01% Add +17.1% 50,437 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% New 50,132 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +29.3% 47,816 $1.6M
MML Investors Services, LLC 0.01% Add +231.7% 48,380 $1.6M
Cetera Investment Advisers 0.00% Add +57.0% 48,218 $1.6M
Northstar Group, Inc. 0.28% Add +0.8% 48,099 $1.6M
Landscape Capital Management, L.L.C. 0.15% New 48,088 $1.6M
UniSuper Management Pty Ltd 0.01% Add +18.0% 47,937 $1.6M
Man Group plc 0.01% Reduce -96.4% 47,937 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 47,121 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +65.6% 46,131 $1.6M
Fruth Investment Management 0.44% Reduce -3.3% 46,068 $1.6M
Lecap Asset Management Ltd. 0.36% Add +42.8% 45,380 $1.5M
Comerica Bank 0.01% Reduce -3.1% 44,627 $1.5M
EP Wealth Advisors, LLC 0.01% Add +0.0% 43,640 $1.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -29.9% 43,436 $1.5M
FIL Ltd 0.00% New 43,000 $1.5M
Barlow Wealth Partners, LLC 0.19% Reduce -0.7% 42,952 $1.5M
Concurrent Investment Advisors, LLC 0.04% New 42,625 $1.4M
Czech National Bank 0.01% Add +5.9% 41,830 $1.4M
Corebridge Financial, Inc. 0.01% Reduce -3.0% 41,780 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -68.0% 41,321 $1.4M
Mizuho Markets Americas LLC 0.03% Reduce -25.1% 41,144 $1.4M
ASR Vermogensbeheer N.V. 0.02% — 41,061 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +24.4% 40,546 $1.4M
DNB Asset Management AS 0.01% Reduce -2.4% 40,298 $1.4M
Schulhoff & Co. Inc. 0.60% Reduce -4.0% 39,894 $1.4M
Fogel Capital Management, Inc. 0.72% New 39,600 $1.3M
Corient Private Wealth LP 0.00% Add +55.4% 39,508 $1.3M
Retirement Systems of Alabama 0.01% Reduce -92.6% 39,136 $1.3M
J. Stern & Co. LLP 0.13% Reduce -1.4% 39,071 $1.3M
Premier Path Wealth Partners, LLC 0.21% Add +23.6% 38,848 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -6.0% 37,227 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.9% 35,941 $1.2M
Savoir Faire Capital Management, L.P. 1.06% Reduce -68.5% 35,635 $1.2M
CIBC Asset Management Inc 0.00% Reduce -19.3% 34,875 $1.2M
Amalgamated Bank 0.01% Add +0.4% 34,865 $1.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -0.1% 34,826 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +25.2% 34,760 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +25.2% 34,760 $1.2M
XTX Topco Ltd 0.06% Add +55.0% 34,391 $1.2M
Fifth Third Bancorp 0.00% Add +60.0% 34,353 $1.2M
Teza Capital Management LLC 0.53% Reduce -3.4% 34,285 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.5% 33,821 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -3.7% 33,571 $1.1M
Franklin Resources Inc. 0.00% Add +53.6% 33,076 $1.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +4.7% 32,568 $1.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.60% Add +33.3% 32,471 $1.1M
AQR Capital Management 0.00% Reduce -51.7% 32,427 $1.1M
Atlas Brown,Inc. 0.38% Reduce -9.2% 32,136 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +12.3% 32,132 $1.1M
Mackenzie Financial Corp. 0.00% Add +9.8% 31,943 $1.1M
Los Angeles Capital Management LLC 0.00% New 31,625 $1.1M
Nicholson Wealth Management Group, LLC 0.70% Reduce -5.0% 31,397 $1.1M
Williams Jones Wealth Management, LLC. 0.01% No change 31,326 $1.1M
Rowlandmiller & Partners.adv 0.21% Add +13.2% 29,479 $1.0M
Chickasaw Capital Management LLC 0.04% Reduce -10.3% 29,300 $994K
Centiva Capital, LP 0.06% Add +370.9% 29,030 $985K
Truist Financial Corp. 0.00% Add +51.9% 28,516 $968K
Independence Bank of Kentucky 0.15% Reduce -2.4% 28,259 $959K
Stephens Consulting, LLC 0.24% No change 27,995 $950K
Heritage Investors Management Corp. 0.03% Reduce -2.3% 27,523 $934K
Entropy Technologies, LP 0.09% Reduce -24.4% 27,465 $932K
Lombard Odier Asset Management (Switzerland) SA 0.05% Add +49.4% 27,222 $924K
Nissay Asset Management Corp. /Japan 0.01% Add +4.8% 27,041 $918K
Steward Partners Investment Advisory, LLC 0.01% Add +9.4% 26,796 $909K
Teacher Retirement System of Texas 0.00% New 26,626 $904K
ICW Investment Advisors LLC 0.37% Add +2.9% 26,478 $899K
Equitable Trust Co. 0.05% Reduce -2.4% 26,417 $897K
Venture Visionary Partners LLC 0.04% Add +5.9% 26,034 $884K
Bridgewater Associates 0.00% Reduce -58.8% 25,401 $862K
Daiwa Securities Group Inc. 0.00% Add +5.9% 25,406 $862K
Stratos Wealth Partners, LTD. 0.01% Add +6.7% 25,342 $860K
Marks Group Wealth Management, Inc 0.08% Add +13.8% 24,810 $842K
Oak Thistle LLC 0.17% New 24,793 $841K
Xponance LLC 0.01% Reduce -1.1% 24,734 $839K
Janus Henderson Group PLC 0.00% Reduce -27.5% 24,372 $838K
Trust Co. of Vermont 0.04% No change 24,680 $838K
Public Sector Pension Investment Board 0.00% Add +8.2% 24,583 $834K
Simmons Bank 0.06% No change 24,494 $831K
Police & Firemen's Retirement System of New Jersey 0.01% No change 24,479 $831K
Quadrant Capital Group LLC 0.03% Add +3883.1% 24,257 $823K
Aigen Investment Management, LP 0.13% Add +79.1% 24,170 $820K
New York Life Investment Management LLC 0.01% Add +0.6% 24,029 $816K
Atria Wealth Solutions, Inc. 0.01% Add +24.1% 23,680 $809K
Northwest & Ethical Investments L.P. 0.02% Add +42.0% 23,295 $791K
Jefferies Financial Group Inc. 0.01% New 23,200 $787K
MPS Loria Financial Planners, LLC 0.23% Reduce -0.7% 23,143 $785K
Allianz Asset Management GmbH 0.00% Reduce -7.8% 23,119 $785K
United Asset Strategies, Inc. 0.07% New 22,793 $774K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.1% 22,490 $763K
Marshall Financial Group, LLC 0.17% Add +43.2% 22,323 $758K
Daymark Wealth Partners, LLC 0.03% Reduce -15.7% 22,165 $752K
Kentucky Farm Bureau Mutual Insurance Co 0.18% No change 22,000 $747K
Schroder Investment Management Group 0.00% Reduce -30.2% 21,685 $746K
AG2R La Mondiale Gestion D'actifs 0.04% — 21,927 $731K
Federation des caisses Desjardins du Quebec 0.00% Add +8.0% 21,539 $731K
State of Tennessee, Department of Treasury 0.00% Reduce -5.5% 21,344 $724K
State of Alaska, Department of Revenue 0.01% Add +2.8% 21,355 $724K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +30.5% 21,315 $723K
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 21,191 $719K
Intech Investment Management LLC 0.01% No change 21,061 $715K
M&T Bank Corp 0.00% Add +134.2% 20,614 $700K
Glenmede Trust Co. NA 0.00% Add +11.2% 20,403 $692K
Private Advisor Group, LLC 0.00% Reduce -18.6% 20,397 $692K
Captrust Financial Advisors 0.00% Add +6.7% 20,058 $681K
111 Capital 0.13% Add +235.1% 20,031 $680K
United Capital Financial Advisors, LLC 0.01% Add +51.3% 19,790 $672K
MN Wealth Advisors, LLC 0.39% New 19,722 $669K
NorthCoast Asset Management LLC 0.00% Reduce -1.4% 18,756 $637K
Crawford Investment Counsel Inc. 0.01% Add +35.7% 18,640 $633K
Macquarie Group Ltd. 0.00% Reduce -98.3% 18,635 $632K
Rakuten Investment Management, Inc. 0.00% — 17,970 $619K
KBC Group NV 0.00% Reduce -26.5% 18,130 $616K
Bahl & Gaynor LLC 0.00% Reduce -1.9% 18,145 $616K
Apollon Wealth Management, LLC 0.01% Reduce -18.3% 18,083 $614K
Global X Japan Co., Ltd. 0.07% Add +68.1% 17,850 $606K
Credit Agricole S A 0.00% Reduce -67.2% 17,758 $603K
Metis Global Partners, LLC 0.02% Add +15.8% 17,664 $600K
Caisse Des Depots Et Consignations 0.03% No change 17,600 $597K
Chico Wealth RIA 0.52% Reduce -0.0% 17,539 $595K
Mercer Global Advisors Inc. 0.00% Add +13.7% 17,523 $595K
First Foundation Advisors 0.02% Reduce -0.1% 17,356 $589K
Bragg Financial Advisors, Inc 0.02% Reduce -20.1% 17,339 $588K
Philip James Wealth Mangement, LLC 0.07% New 17,298 $587K
Bank of Nova Scotia 0.00% Reduce -29.1% 17,235 $585K
OP Asset Management Ltd 0.01% — 17,129 $581K
Engineers Gate Manager LP 0.01% Reduce -53.1% 17,037 $578K
Ingalls & Snyder LLC 0.02% No change 16,991 $577K
Independent Advisor Alliance 0.02% Add +9.4% 16,974 $576K
Public Employees Retirement Association of Colorado 0.00% No change 16,895 $573K
Knollwood Investment Advisory, LLC 0.06% No change 16,850 $572K
Tidal Investments LLC 0.00% Add +32.9% 16,748 $568K
Caprock Group, LLC 0.02% New 16,622 $567K
Allspring Global Investments Holdings, LLC 0.00% Add +97.4% 16,803 $563K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.22% Reduce -11.6% 16,289 $553K
Cibc World Market Inc. 0.00% Add +63.1% 16,221 $551K
Aureus Asset Management, LLC 0.04% Reduce -40.6% 16,214 $550K
Diversified Trust Co. 0.01% Reduce -11.9% 16,055 $545K
Wedbush Securities Inc. 0.02% Add +2.9% 16,011 $543K
Ancora Advisors LLC 0.01% Add +139.4% 15,923 $540K
Larson Financial Group LLC 0.03% Add +85.9% 15,894 $539K
SRN Advisors, LLC 0.60% Reduce -3.0% 15,833 $537K
Boston Trust Walden Corp 0.00% Reduce -84.0% 15,757 $535K
Ossiam 0.01% Reduce -49.3% 15,714 $533K
Oregon Public Employees Retirement Fund 0.01% Add +0.1% 15,637 $531K
Cwm, LLC 0.00% Add +97.0% 15,559 $528K
Toth Financial Advisory Corp. 0.06% Reduce -15.1% 15,390 $522K
Woodline Partners LP 0.00% Add +40.7% 15,386 $522K
Sippican Capital Advisors 0.39% Add +2.4% 15,269 $518K
Gen-Wealth Partners Inc 0.22% Add +18.2% 15,184 $515K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.0% 14,740 $510K
HUB Investment Partners, LLC 0.02% Reduce -12.2% 15,003 $509K
iSAM Funds (UK) Ltd 0.25% Add +49.8% 14,816 $503K
Campbell & CO Investment Adviser LLC 0.04% Reduce -70.5% 14,753 $501K
Am Investment Strategies LLC 0.12% New 14,733 $500K
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.1% 14,598 $495K
Mizuho Securities USA LLC 0.01% Reduce -15.5% 14,583 $495K
Lido Advisors, LLC 0.00% Add +32.1% 14,473 $494K
Sanctuary Advisors, LLC 0.00% Reduce -15.7% 14,547 $494K
Graham Capital Management, L.P. 0.02% New 14,507 $492K
Jane Street Group, LLC 0.00% Reduce -97.8% 14,451 $490K
Prospera Financial Services Inc 0.01% Add +74.2% 14,385 $488K
Private Trust Co. NA 0.05% Reduce -3.5% 14,126 $479K
Teachers Retirement System of the State of Kentucky 0.00% Add +2.5% 14,046 $477K
Rovin Capital /Ut/ 0.15% Add +13.4% 13,873 $471K
Park Avenue Securities LLC 0.01% New 13,855 $470K
GAMCO Investors 0.01% Reduce -4.8% 13,766 $467K
CI Investments Inc. 0.00% Add +11.4% 13,659 $464K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -37.1% 13,569 $461K
Ameritas Investment Partners, Inc. 0.02% Add +22.4% 13,406 $455K
Clearstead Advisors, LLC 0.01% No change 13,386 $454K
LM Advisors LLC 0.08% New 13,384 $454K
McDonald Partners LLC 0.12% Reduce -46.7% 13,372 $454K
DAVENPORT & Co LLC 0.00% Reduce -61.3% 13,345 $453K
Oxford Asset Management LLP 0.21% Reduce -25.9% 13,164 $447K
Coldstream Capital Management Inc. 0.01% Add +46.5% 12,685 $431K
Rafferty Asset Management, LLC 0.00% Reduce -20.6% 12,559 $426K
&partners 0.00% Add +9.2% 12,309 $424K
Penobscot Investment Management Company, Inc. 0.04% Add +12.7% 12,424 $422K
Swiss Life Asset Management Ltd 0.00% Add +68.7% 12,404 $421K
Axq Capital, LP 0.17% Add +9.2% 12,312 $418K
Penn Mutual Asset Management 1.06% Add +44.7% 12,300 $417K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +39.3% 12,226 $415K
Keystone Financial Group 0.04% Add +47.3% 12,220 $415K
Longfellow Investment Management Co. LLC 0.10% Add +60520.0% 12,124 $411K
Canada Pension Plan Investment Board 0.00% Reduce -58.0% 12,055 $409K
Nordea Investment Management AB 0.00% Add +0.5% 11,779 $407K
Ballentine Partners, LLC 0.01% New 11,924 $405K
Plante Moran Financial Advisors, LLC 0.03% Reduce -3.8% 11,904 $404K
Altfest L J & Co. Inc. 0.05% No change 11,766 $399K
Kentucky Retirement Systems 0.01% Reduce -6.6% 11,761 $399K
Tower Research Capital LLC (TRC) 0.01% Reduce -64.2% 11,706 $397K
Arkadios Wealth Advisors 0.01% Reduce -10.4% 11,691 $397K
Tran Capital Management, L.P. 0.05% No change 11,575 $393K
Pitcairn Co. 0.02% Add +107.7% 11,345 $385K
Aventura Private Wealth, LLC 0.20% No change 11,336 $385K
SlateStone Wealth, LLC 0.04% Add +23.6% 11,273 $383K
GAMMA Investing LLC 0.03% Add +122.5% 11,231 $381K
Hartford Investment Management Co. 0.01% Add +0.3% 11,131 $378K
NorthRock Partners, LLC 0.01% Add +5.8% 10,953 $374K
Advisors Capital Management, LLC 0.01% Add +3.8% 10,954 $372K
Focus Partners Wealth 0.00% Reduce -15.7% 10,888 $370K
Sawyer & Company, Inc 0.15% Reduce -3.4% 10,878 $369K
Northeast Investment Management 0.02% Reduce -27.9% 10,839 $368K
Claro Advisors Inc. 0.05% Reduce -2.6% 10,709 $363K
Sax Wealth Advisors, LLC 0.03% Reduce -3.0% 10,537 $358K
Keybank National Association 0.00% Add +1.8% 10,531 $357K
Storebrand Asset Management As 0.00% Reduce -67.6% 10,527 $357K
International Assets Investment Management, LLC 0.03% Reduce -18.4% 10,382 $352K
World Investment Advisors 0.01% New 10,345 $351K
Verity & Verity, LLC 0.03% Add +6.4% 10,343 $351K
American National Bank & Trust 0.04% Add +510400.0% 10,210 $347K
Stevens Capital Management LP 0.08% Reduce -11.6% 10,088 $342K
CRA Financial Services, LLC 0.06% Reduce -23.1% 10,007 $340K
Norinchukin Bank, The 0.01% Add +15.7% 9,913 $336K
Louisiana State Employees Retirement System 0.01% No change 9,800 $333K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.3% 9,780 $332K
Integrated Advisors Network LLC 0.02% New 9,620 $327K
Sterling Capital Management LLC 0.01% Reduce -7.0% 9,579 $325K
Strategy Asset Managers LLC 0.07% New 9,531 $323K
Securian Asset Management, Inc. 0.01% Reduce -3.1% 9,488 $322K
Fieldview Capital Management, LLC 0.04% New 9,341 $317K
Crossmark Global Holdings, Inc. 0.01% Add +0.2% 9,339 $317K
Pacer Advisors, Inc. 0.00% Reduce -38.2% 9,297 $316K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -4.3% 9,233 $313K
Utah Retirement Systems 0.00% Reduce -67.6% 9,225 $313K
MBB Public Markets I LLC 0.04% New 9,037 $307K
PKO Investment Management Joint-Stock Co 0.03% No change 9,000 $305K
Ieq Capital, LLC 0.00% New 8,958 $304K
Personal Cfo Solutions, LLC 0.06% Reduce -3.6% 8,925 $303K
Asset Advisors Investment Management, LLC 0.03% Reduce -55.7% 8,900 $302K
LVM Capital Management Ltd. 0.03% No change 8,905 $302K
Howland Capital Management LLC 0.01% No change 8,750 $299K
Signaturefd, LLC 0.01% Add +454.3% 8,774 $298K
Exchange Traded Concepts, LLC 0.01% Reduce -70.9% 8,763 $297K
Revisor Wealth Management LLC 0.13% New 8,630 $295K
Certuity, LLC 0.03% Add +35.9% 8,584 $291K
New Mexico Educational Retirement Board 0.01% Reduce -2.3% 8,550 $290K
Atria Investments, Inc 0.00% Reduce -4.9% 8,538 $290K
MAI Capital Management 0.00% Reduce -2.5% 8,505 $289K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 8,306 $282K
DoubleLine ETF Adviser LP 0.09% Reduce -19.6% 8,178 $278K
Curio Wealth, LLC 0.14% Reduce -100.0% 3 $277K
Maryland State Retirement & Pension System 0.01% Reduce -18.2% 8,052 $273K
CFS Investment Advisory Services, LLC 0.02% Reduce -49.3% 8,033 $273K
Rwa Wealth Partners, LLC 0.00% Reduce -6.5% 8,031 $273K
Lafayette Investments, Inc. 0.06% Reduce -4.6% 7,973 $271K
O'shaughnessy Asset Management, LLC 0.00% New 7,868 $267K
Simon Quick Advisors, LLC 0.01% New 7,755 $263K
Robeco Institutional Asset Management B.V. 0.00% No change 7,689 $261K
S-Bank Fund Management Ltd 0.05% — 7,684 $261K
NEOS Investment Management LLC 0.00% Add +19.5% 7,656 $260K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.12% New 7,600 $258K
Tufton Capital Management 0.05% No change 7,575 $257K
Vident Advisory, LLC 0.00% New 7,507 $255K
AXA S.A. 0.00% Reduce -3.1% 7,506 $255K
GSG Advisors LLC 0.08% Add +1.3% 7,432 $254K
Venturi Wealth Management, LLC 0.01% Add +32.7% 7,458 $253K
Valeo Financial Advisors, LLC 0.01% New 7,321 $248K
Kennon-Green & Company, LLC 0.20% Reduce -66.3% 7,226 $245K
Syon Capital LLC 0.02% New 7,201 $244K
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 7,138 $242K
Assetmark, Inc. 0.00% Add +74.5% 7,090 $241K
Hendershot Investments Inc. 0.03% Add +12.7% 7,039 $239K
V-Square Quantitative Management LLC 0.03% Add +26.2% 6,987 $237K
Empirical Finance, LLC 0.01% Add +10.2% 6,889 $234K
Sapient Capital LLC 0.00% Add +20.0% 6,805 $233K
Frank, Rimerman Advisors LLC 0.02% New 6,838 $232K
Citadel Investment Advisory, Inc. 0.11% No change 6,804 $231K
Stephens Inc. 0.00% New 6,676 $227K
Sequoia Financial Advisors, LLC 0.00% New 6,663 $226K
Greenleaf Trust 0.00% New 6,509 $221K
Azimuth Capital Investment Management LLC 0.01% New 6,500 $221K
Kestra Advisory Services, LLC 0.00% Reduce -23.9% 6,415 $218K
Parallel Advisors, LLC 0.00% Add +76.4% 6,385 $217K
Unique Wealth Strategies, LLC 0.10% New 6,276 $213K
Great Lakes Advisors, LLC 0.00% Reduce -82.9% 6,247 $212K
Blair William & Co. 0.00% Add +8.5% 6,236 $212K
Boothbay Fund Management, LLC 0.01% New 6,105 $207K
Associated Banc-Corp 0.01% Add +4.6% 6,065 $206K
Sanders Morris Harris LLC 0.03% New 5,964 $202K
Aster Capital Management (DIFC) Ltd 0.04% Add +166.0% 6,059 $201K
AlphaQuest LLC 0.02% Add +15.3% 5,871 $199K
Brown Brothers Harriman & Co. 0.00% Reduce -54.9% 5,842 $198K
Evelyn Partners Investment Management LLP 0.01% Reduce -57.3% 5,803 $197K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.1% 5,791 $197K
Versant Capital Management, Inc 0.03% Add +543.5% 5,560 $189K
Caldwell Trust Co 0.02% No change 5,455 $185K
Amica Retiree Medical Trust 0.27% New 5,222 $177K
Aptus Capital Advisors, LLC 0.00% Reduce -8.0% 5,146 $175K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.2% 4,788 $163K
Siemens Fonds Invest GmbH 0.01% New 4,652 $158K
Farther Finance Advisors, LLC 0.00% Reduce -48.4% 4,550 $152K
Brooklyn Investment Group 0.03% Add +366.3% 3,898 $132K
Vestcor Inc 0.00% Add +0.7% 3,848 $131K
Jones Financial Companies LLLP 0.00% Add +27.6% 3,643 $125K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 3,400 $115K
Ostrum Asset Management 0.01% Reduce -2.6% 3,271 $111K
Covestor Ltd 0.07% Add +121.0% 3,277 $111K
Mufg Securities Americas Inc. 0.01% Add +19.9% 3,224 $109K
Brown, Lisle/Cummings, Inc. 0.03% No change 3,142 $107K
CIBC Private Wealth Group LLC 0.00% Add +28.8% 3,376 $106K
HHM Wealth Advisors, LLC 0.01% No change 2,750 $93K
EverSource Wealth Advisors, LLC 0.01% Reduce -35.0% 2,744 $93K
Quarry LP 0.02% New 2,709 $92K
Huntington National Bank 0.00% Add +30.2% 2,705 $92K
Arax Advisory Partners 0.01% Reduce -51.9% 2,684 $91K
Allworth Financial LP 0.00% Add +68.2% 2,590 $90K
Horizon Investments, LLC 0.00% Add +4.3% 2,615 $89K
Beacon Capital Management, LLC 0.01% New 2,592 $88K
MassMutual Private Wealth & Trust, FSB 0.00% Add +457.1% 2,585 $88K
Accredited Wealth Management, LLC 0.07% Add +18.7% 2,535 $87K
Gleason Group, Inc. 0.02% Add +0.6% 2,544 $86K
Barrett & Company, Inc. 0.04% No change 2,494 $85K
TCTC Holdings, LLC 0.00% Add +0.6% 2,378 $81K
Ameriflex Group, Inc. 0.03% Add +0.1% 2,258 $77K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,235 $76K
Lindbrook Capital, LLC 0.01% Add +367.9% 2,204 $75K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 2,171 $74K
Glen Eagle Advisors, LLC 0.01% Reduce -63.6% 2,000 $68K
Wilmington Savings Fund Society, FSB 0.00% Reduce -46.7% 1,756 $60K
Coastline Trust Co 0.01% No change 1,751 $59K
Asset Planning,Inc 0.05% No change 1,750 $59K
Blue Trust, Inc. 0.00% Add +10.1% 1,720 $58K
Boit C F David 0.03% No change 1,539 $52K
CVA Family Office, LLC 0.01% Add +13.5% 1,480 $50K
Bokf, NA 0.00% No change 1,475 $50K
SouthState Bank Corp 0.00% Add +64.6% 1,330 $45K
Transamerica Financial Advisors, LLC 0.00% Add +704.9% 1,304 $45K
S.A. Mason LLC 0.02% Add +69.7% 1,217 $41K
Raiffeisen Bank International AG 0.00% No change 1,174 $40K
eCIO, Inc. 0.01% — 1,076 $37K
Oakworth Capital, Inc. 0.00% No change 1,022 $35K
UMB Bank, n.a. 0.00% Reduce -42.2% 992 $34K
Rothschild Investment LLC 0.00% Reduce -0.2% 960 $33K
MCF Advisors LLC 0.00% No change 942 $32K
Towne Trust Company, N.A 0.01% New 937 $32K
Parkside Financial Bank & Trust 0.00% Add +20.3% 917 $31K
Johnson Financial Group, Inc. 0.00% Add +487.5% 893 $31K
Centerpoint Advisors, LLC 0.01% No change 837 $28K
GeoWealth Management, LLC 0.00% New 810 $27K
Principal Securities, Inc. 0.00% No change 721 $27K
BankPlus Trust Department 0.01% No change 798 $27K
Quent Capital, LLC 0.00% Add +78.5% 757 $26K
Salem Investment Counselors Inc. 0.00% No change 750 $26K
Chesapeake Asset Management LLC 0.02% Reduce -1.5% 650 $22K
Sentry Investment Management LLC 0.01% New 628 $21K
Laurel Wealth Advisors LLC 0.00% Reduce -13.9% 617 $21K
Capital Advisors, Ltd. LLC 0.00% Add +215.2% 517 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 530 $18K
Vermillion & White Wealth Management Group, LLC 0.01% New 524 $18K
Hemington Wealth Management 0.00% Add +0.4% 506 $17K
Citizens National Bank Trust Department 0.00% No change 500 $17K
Zions Bancorporation, National Association 0.00% — 480 $16K
First Horizon Advisors, Inc. 0.00% Add +143.8% 473 $16K
Leonteq Securities AG 0.00% Reduce -38.6% 466 $16K
Lanark Financial, Inc. 0.00% — 463 $15K
IFP Advisors, Inc 0.00% Add +106.9% 389 $13K
Generali Asset Management SPA SGR 0.00% No change 378 $13K
Headlands Technologies LLC 0.00% Reduce -94.2% 353 $12K
Gulf International Bank (UK) Ltd 0.00% No change 330 $11K
Atticus Wealth Management, LLC 0.00% Reduce -43.9% 320 $11K
Kentucky Trust Co 0.01% No change 317 $11K
Union Bancaire Privee, UBP SA 0.00% No change 395 $11K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 302 $10K
Clearstead Trust, LLC 0.00% New 285 $10K
West Paces Advisors Inc. 0.00% No change 264 $9K
Colonial Trust Co / SC 0.00% Add +1.6% 260 $9K
Sunbelt Securities, Inc. 0.00% Add +150.0% 250 $8K
TD Private Client Wealth LLC 0.00% Reduce -78.0% 246 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 250 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -10.2% 220 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.4% 231 $7K
Colonial Trust Advisors 0.00% Add +127.8% 205 $7K
Hopwood Financial Services, Inc. 0.01% Reduce -39.0% 200 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 200 $7K
Manchester Capital Management LLC 0.00% Add +266.7% 198 $7K
HM Payson & Co. 0.00% No change 187 $6K
Bellwether Advisors, LLC 0.00% Reduce -99.5% 179 $6K
GW&K Investment Management, LLC 0.00% Add +190.3% 180 $6K
NFSG Corp 0.00% No change 176 $6K
Parvin Asset Management, LLC 0.01% New 175 $6K
Putney Financial Group LLC 0.01% No change 175 $6K
Geneos Wealth Management Inc. 0.00% Reduce -27.8% 153 $5K
Private Wealth Asset Management, LLC 0.00% — 150 $5K
Capital Analysts, LLC 0.00% No change 136 $5K
Hantz Financial Services, Inc. 0.00% Add +164.2% 140 $5K
JNBA Financial Advisors 0.00% Reduce -75.4% 147 $5K
Grove Bank & Trust 0.00% Add +217.4% 146 $5K
Bayforest Capital Ltd 0.00% New 143 $5K
Sierra Ocean, LLC 0.00% Add +114.1% 137 $5K
Quintet Private Bank (Europe) S.A. 0.00% New 137 $5K
Spire Wealth Management 0.00% Add +75.3% 135 $5K
Federated Hermes, Inc. 0.00% New 125 $4K
Sachetta, LLC 0.00% Add +15.6% 111 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 109 $4K
High Note Wealth, LLC 0.00% New 109 $4K
Wood Tarver Financial Group, LLC 0.00% No change 107 $4K
Farmers & Merchants Investments Inc. 0.00% No change 107 $4K
Whipplewood Advisors, LLC 0.00% Reduce -54.1% 45 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -8.7% 94 $3K
CoreCap Advisors, LLC 0.00% Reduce -60.9% 93 $3K
Bell Investment Advisors, Inc 0.00% Reduce -45.5% 91 $3K
Park Square Financial Group, LLC 0.00% New 90 $3K
Logan Capital Management Inc. 0.00% No change 90 $3K
Cromwell Holdings LLC 0.00% New 86 $3K
MV Capital Management, Inc. 0.00% Reduce -19.8% 77 $3K
Bogart Wealth, LLC 0.00% Add +30.0% 65 $2K
True Wealth Design, LLC 0.00% New 61 $2K
Investors Research Corp 0.00% No change 57 $2K
SRH Advisors, LLC 0.00% No change 55 $2K
Red Tortoise LLC 0.00% New 53 $2K
Main Street Group, LTD 0.00% No change 50 $2K
Crewe Advisors LLC 0.00% New 48 $2K
Albion Financial Group 0.00% No change 47 $2K
Dunhill Financial, LLC 0.00% Reduce -6.3% 45 $2K
Hexagon Capital Partners LLC 0.00% New 44 $1K
Raffa Wealth Management, LLC 0.00% No change 41 $1K
Transce3nd, LLC 0.00% No change 36 $1K
Nvwm, LLC 0.00% Add +250.0% 35 $1K
WPG Advisers, LLC 0.00% Reduce -48.4% 32 $1K
Avion Wealth 0.00% No change 45 $1K
Penserra Capital Management LLC 0.00% Reduce -92.2% 39 $1K
Trifecta Capital Advisors, LLC 0.00% New 29 $985
Plato Investment Management Ltd 0.00% No change 26 $892
GHP Investment Advisors, Inc. 0.00% No change 26 $883
Pillar Financial Advisors, LLC 0.00% No change 25 $849
Sandy Spring Bank 0.00% New 23 $781
Bare Financial Services, Inc 0.00% New 22 $747
Physician Wealth Advisors, Inc. 0.00% New 22 $747
Smartleaf Asset Management LLC 0.00% Reduce -85.1% 21 $722
Bernard Wealth Management Corp. 0.00% New 20 $679
Activest Wealth Management 0.00% Add +1800.0% 19 $645
Marquette Asset Management, LLC 0.00% New 17 $577
Global Financial Private Client, LLC 0.00% Add +85.7% 13 $441
Carolinas Wealth Consulting LLC 0.00% Reduce -89.5% 10 $339
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.3% 8 $272
WestEnd Advisors, LLC 0.00% Add +250.0% 7 $238
Winnacle Wealth LLC 0.00% No change 6 $171
WealthTrak Capital Management LLC 0.00% No change 5 $170
Rakuten Securities, Inc. 0.00% No change 4 $136
DiNuzzo Private Wealth, Inc. 0.00% Reduce -63.6% 4 $136
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 3 $102
HFM Investment Advisors, LLC 0.00% — 3 $102
AdvisorNet Financial, Inc 0.00% New 2 $68
Acadian Asset Management LLC 0.00% No change 1 $0

"% of holder's portfolio" is BF.B's weight in each manager's 13F, not the share of Brown-Forman Corp. Class B the manager owns.