Brown-Forman Corp. Class BBF.B

13F holders, Q4 2025 (December 31)
643holders +16
68new positions
73sold out
11famous investors
$26.00avg. 13F price*

At the end of Q4 2025, 643 institutions reported holding Brown-Forman Corp. Class B (BF.B) in their 13F filings, up 16 from Q3 2025. 68 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($789.5M), FMR LLC ($668.5M) and BlackRock, Inc. ($378.2M). 11 famous investors held it, including Tom Russo (0.2% of Gardner Russo & Quinn's portfolio), Tom Gayner (0.1% of Markel Group's portfolio) and Jeremy Grantham (0.1% of GMO'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions68$76.4M
Exits73$46.7M

All 13F filers, Q3 2025 → Q4 2025: 21,464,874 shares bought and 18,857,380 shares sold, net +2,607,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 643 holders

Vanguard Group Inc. 0.01% Reduce -1.3% 30,295,444 $789.5M
FMR LLC 0.03% Add +12.8% 25,653,042 $668.5M
BlackRock, Inc. 0.01% Reduce -0.6% 14,512,009 $378.2M
Van Eck Associates Corp. 0.25% Add +91.6% 11,694,296 $304.8M
State Street Corp. 0.01% Reduce -2.5% 11,272,768 $296.3M
Invesco Ltd. 0.02% Reduce -7.2% 6,547,891 $170.6M
ProShare Advisors LLC 0.26% Add +4.9% 5,676,331 $147.9M
Morgan Stanley 0.01% Reduce -8.9% 5,402,889 $140.8M
Geode Capital Management, LLC 0.01% Reduce -1.8% 5,390,455 $140.0M
Black Creek Investment Management Inc. 6.58% Add +11.3% 5,087,952 $132.6M
Charles Schwab Investment Management Inc. 0.02% Add +4.3% 5,061,695 $131.9M
Goldman Sachs Group Inc. 0.02% Add +78.9% 5,023,765 $130.9M
UBS Group AG 0.02% Add +27.1% 4,467,613 $116.4M
D. E. Shaw & Co. 0.07% Add +21.5% 3,202,558 $83.5M
Bank of New York Mellon Corp 0.01% Add +49.6% 2,967,104 $77.3M
Bank of America Corp. 0.01% Reduce -55.0% 2,881,371 $75.1M
Equity Investment Corp. 1.46% Reduce -18.4% 2,784,396 $72.6M
Wells Fargo & Company 0.01% Reduce -14.2% 2,579,803 $67.2M
Wellington Management Group LLP 0.01% Add +0.1% 2,530,933 $66.0M
Massachusetts Financial Services Co. 0.02% Reduce -4.1% 2,340,772 $61.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.1% 2,280,022 $59.4M
Dimensional Fund Advisors LP 0.01% Add +11.5% 2,076,629 $54.1M
Northern Trust Corp. 0.01% Reduce -1.5% 2,032,927 $53.0M
Citigroup Inc. 0.03% Add +7.6% 1,782,870 $46.5M
Vest Financial, LLC 0.58% Reduce -0.2% 1,756,041 $45.8M
Norges Bank 0.00% — 1,688,089 $44.0M
Lindsell Train Ltd 1.09% No change 1,649,764 $43.0M
Alecta Tjanstepension Omsesidigt 0.18% No change 1,600,000 $41.7M
Deutsche Bank AG 0.01% Reduce -15.3% 1,570,120 $40.9M
J. Safra Sarasin Holding AG 0.65% Add +2.3% 1,522,335 $39.7M
Nomura Asset Management Co. Ltd. 0.09% Add +4.1% 1,357,921 $35.4M
GMO 0.09% Reduce -0.7% 1,339,731 $34.9M
JPMorgan Chase & Co. 0.00% Add +12.8% 1,339,356 $34.9M
Confluence Investment Management LLC 0.47% Reduce -11.4% 1,194,806 $31.1M
London Co. of Virginia 0.18% Reduce -7.7% 1,181,778 $30.8M
Thompson Siegel & Walmsley LLC 0.51% Add +77.7% 1,168,055 $30.4M
Old Republic International Corp. 0.95% Add +16.8% 906,300 $23.6M
Legal & General Group Plc 0.01% Reduce -41.5% 895,454 $23.3M
Eubel Brady & Suttman Asset Management Inc. 2.73% Reduce -4.0% 865,461 $22.6M
AEGON ASSET MANAGEMENT UK Plc 0.23% New 732,913 $19.1M
Gardner Russo & Quinn 0.20% Reduce -7.5% 708,179 $18.5M
Amundi 0.01% Add +8.8% 661,636 $17.2M
Victory Capital Management Inc. 0.01% Reduce -0.7% 644,677 $16.8M
Cerity Partners LLC 0.02% Reduce -0.2% 605,927 $15.8M
Glenview Trust Co 0.23% Reduce -1.1% 575,122 $15.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.2% 563,209 $14.7M
PNC Financial Services Group, Inc. 0.01% Add +1.7% 552,174 $14.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -1.3% 534,626 $14.0M
Ceredex Value Advisors LLC 0.41% New 520,627 $13.6M
Mather Group, Llc. 0.14% Add +9.9% 520,393 $13.6M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -0.1% 516,732 $13.5M
First Trust Advisors LP 0.01% Reduce -40.3% 497,280 $13.0M
Swiss National Bank 0.01% Reduce -5.5% 496,318 $12.9M
Royal Bank of Canada 0.00% Reduce -39.1% 491,351 $12.8M
Markel Group 0.10% No change 474,187 $12.4M
Barclays PLC 0.00% Reduce -21.2% 454,349 $11.8M
Raymond James Financial Inc. 0.00% Reduce -21.5% 438,575 $11.4M
Rhumbline Advisers 0.01% Reduce -18.8% 437,289 $11.4M
Rbo & Co. LLC 1.79% Add +47.6% 431,380 $11.2M
Amiral Gestion 3.93% Add +62.4% 409,664 $10.7M
Grace & White Inc. 1.91% Reduce -7.1% 404,948 $10.6M
Nuveen, LLC 0.00% Reduce -5.8% 390,190 $10.2M
BNP Paribas Financial Markets 0.01% Reduce -33.9% 366,446 $9.5M
Stifel Financial Corp. 0.01% Reduce -11.5% 362,574 $9.4M
Citadel Advisors 0.01% Reduce -79.4% 352,681 $9.2M
Lazard Asset Management LLC 0.02% Add +2.3% 352,133 $9.2M
State of Wisconsin Investment Board 0.02% Reduce -12.0% 350,497 $9.1M
California State Teachers Retirement System 0.01% Reduce -0.6% 336,294 $8.8M
Point72 Asset Management 0.01% New 334,904 $8.7M
HSBC Holdings PLC 0.00% Reduce -17.9% 329,735 $8.6M
ICICI Prudential Asset Management Co Ltd 1.00% Add +16.0% 326,600 $8.5M
Mariner, LLC 0.01% Add +3.3% 323,658 $8.4M
Bank of Montreal 0.00% Add +5.3% 311,538 $8.1M
T. Rowe Price Associates Inc. 0.00% Reduce -2.1% 311,169 $8.1M
Quantinno Capital Management LP 0.02% Reduce -9.5% 295,015 $7.7M
Morningstar Investment Management LLC 0.45% Reduce -20.1% 291,238 $7.6M
Baird Financial Group, Inc. 0.01% Reduce -63.5% 283,295 $7.4M
Mattern Capital Management, LLC 0.82% Add +37.1% 265,715 $6.9M
AQR Capital Management 0.00% Add +346.8% 261,332 $6.8M
Janney Montgomery Scott LLC 0.02% Reduce -19.4% 258,733 $6.7M
Sather Financial Group Inc 0.35% Reduce -49.3% 248,407 $6.5M
Principal Financial Group Inc. 0.00% Add +2.6% 235,847 $6.1M
Aquatic Capital Management LLC 0.17% Add +218.7% 226,682 $5.9M
Guggenheim Capital LLC 0.04% Reduce -2.0% 220,086 $5.7M
Gotham Asset Management 0.02% Reduce -43.0% 215,586 $5.6M
XTX Topco Ltd 0.14% New 210,755 $5.5M
Alliancebernstein L.P. 0.00% Reduce -23.5% 207,614 $5.4M
Yousif Capital Management, LLC 0.06% Reduce -3.3% 194,477 $5.3M
Douglass Winthrop Advisors, LLC 0.09% Reduce -3.4% 195,448 $5.1M
Sprucegrove Investment Management Ltd. 0.61% Reduce -57.7% 193,120 $5.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -6.4% 192,081 $5.0M
Banyan Capital Management, Inc. 2.17% Add +0.3% 192,014 $5.0M
Aviva PLC 0.01% Add +31.0% 189,259 $4.9M
RK Asset Management, LLC 4.57% Add +0.6% 185,768 $4.8M
Black Cypress Capital Management, LLC 3.37% Reduce -13.7% 185,022 $4.8M
Benjamin Edwards Inc. 0.05% Reduce -14.4% 181,093 $4.7M
Moran Wealth Management, LLC 0.14% Add +33.5% 176,436 $4.6M
Worldquant Millennium Advisors LLC 0.02% Reduce -64.2% 175,902 $4.6M
Russell Investments Group, Ltd. 0.00% Add +13.2% 172,055 $4.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +96.6% 171,200 $4.5M
Cresset Asset Management, LLC 0.02% Reduce -1.8% 163,109 $4.3M
Trexquant Investment LP 0.04% Add +145.5% 164,470 $4.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.7% 164,193 $4.3M
Monaco Asset Management SAM 1.27% New 160,000 $4.2M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -0.9% 158,932 $4.1M
Philip James Wealth Mangement, LLC 0.49% Add +50.4% 156,621 $4.1M
New York State Teachers Retirement System 0.01% Reduce 0.0% 155,589 $4.1M
Advisory Services Network, LLC 0.06% Add +13.8% 153,633 $4.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -44.1% 149,593 $3.9M
Hahn Capital Management LLC 2.10% Reduce -7.5% 149,205 $3.9M
Natixis Advisors, LLC 0.01% Add +23.7% 148,424 $3.9M
LPL Financial LLC 0.00% Reduce -10.9% 148,096 $3.9M
Hillman Capital Management, Inc. 2.43% Reduce -21.4% 148,052 $3.9M
TCV Trust & Wealth Management, Inc. 0.30% Add +1.3% 141,520 $3.7M
PFA Pension, Forsikringsaktieselskab 0.01% — 138,482 $3.6M
Whittier Trust Co. 0.04% No change 138,891 $3.6M
Neo Ivy Capital Management 0.55% Add +10514.5% 133,106 $3.5M
Freestone Grove Partners LP 0.02% New 132,164 $3.4M
APG Asset Management N.V. 0.01% Reduce -12.3% 151,291 $3.4M
Resona Asset Management Co.,Ltd. 0.02% Add +3.9% 127,546 $3.3M
SG Americas Securities, LLC 0.00% Add +67.6% 127,541 $3.3M
Ameritas Investment Partners, Inc. 0.10% Add +67.1% 126,863 $3.3M
Creative Planning 0.00% Add +40.7% 126,754 $3.3M
Neuberger Berman Group LLC 0.00% Add +17.4% 123,528 $3.2M
Ameriprise Financial Inc. 0.00% Reduce -39.1% 117,987 $3.1M
Assenagon Asset Management S.A. 0.00% New 117,170 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -41.8% 115,078 $3.0M
DekaBank Deutsche Girozentrale 0.01% No change 56,415 $3.0M
Voloridge Investment Management, LLC 0.01% Reduce -74.6% 113,541 $3.0M
Ally Financial Inc. 0.36% No change 113,000 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +10.5% 109,754 $2.9M
Highland Capital Management, LLC 0.14% Reduce -4.8% 109,410 $2.9M
Aberdeen Group plc 0.00% Reduce -12.2% 108,898 $2.8M
Brown Advisory Inc. 0.00% Reduce -11.5% 108,694 $2.8M
HighTower Advisors, LLC 0.00% Reduce -4.3% 106,965 $2.8M
Parthenon LLC 0.30% No change 105,035 $2.7M
SummitTX Capital, L.P. 0.08% Add +6.0% 99,102 $2.6M
American Century Companies Inc. 0.00% Add +32.4% 95,657 $2.5M
Twinbeech Capital LP 0.18% New 94,632 $2.5M
Chevy Chase Trust Holdings, LLC 0.01% Add +2.4% 91,995 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 91,681 $2.4M
Prudential Financial Inc. 0.00% Reduce -16.2% 91,233 $2.4M
Nisa Investment Advisors, LLC 0.01% Reduce -17.5% 85,961 $2.3M
Janus Henderson Group PLC 0.00% Add +392.4% 86,124 $2.2M
Pictet Asset Management Holding SA 0.00% Add +0.6% 84,023 $2.2M
Korea Investment CORP 0.00% Reduce -0.7% 82,866 $2.2M
Asset Management One Co., Ltd. 0.01% Reduce -2.2% 82,074 $2.1M
Sei Investments Co. 0.00% Add +26.1% 80,590 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -75.7% 79,281 $2.1M
Manning & Napier Advisors LLC 0.03% Reduce -4.1% 77,696 $2.0M
Numerai GP LLC 0.25% Add +11.3% 78,056 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +11.6% 77,893 $2.0M
Two Sigma Investments, LP 0.00% Add +173.3% 77,643 $2.0M
Treasurer of the State of North Carolina 0.01% Add +14.7% 76,189 $2.0M
Royal London Asset Management Ltd. 0.00% No change 75,852 $2.0M
New York State Common Retirement Fund 0.00% No change 75,170 $2.0M
Prudential PLC 0.02% No change 74,393 $1.9M
Carnegie Investment Counsel 0.04% Add +11.0% 73,282 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -38.1% 73,079 $1.9M
Medallion Wealth Advisors, LLC 0.63% No change 71,416 $1.9M
Callahan Advisors, LLC 0.15% Reduce -0.6% 71,249 $1.9M
Landscape Capital Management, L.L.C. 0.12% Reduce -86.0% 70,924 $1.8M
Pathstone Holdings, LLC 0.01% Add +8.8% 69,756 $1.8M
Mn Services Vermogensbeheer B.V. 0.01% Add +2.1% 69,450 $1.8M
Oppenheimer & Co. Inc. 0.03% Reduce -4.7% 68,803 $1.8M
Chancellor Financial Group WB LP 1.21% Reduce -3.0% 67,650 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +14.4% 66,976 $1.7M
Stock Yards Bank & Trust Co. 0.05% Reduce -7.4% 66,664 $1.7M
Cibc World Markets Corp. 0.01% — 64,402 $1.7M
Bessemer Group Inc. 0.00% Add +0.7% 64,400 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +121.8% 63,321 $1.7M
Franklin Resources Inc. 0.00% Add +129.6% 63,365 $1.7M
Nicholson Wealth Management Group, LLC 0.96% Add +28.5% 62,611 $1.6M
Lafayette Investments, Inc. 0.31% Add +688.1% 62,437 $1.6M
Journey Strategic Wealth LLC 0.04% Add +0.8% 61,118 $1.6M
Jefferies Financial Group Inc. 0.01% Add +166.7% 60,529 $1.6M
Toronto Dominion Bank 0.00% Reduce -8.4% 60,268 $1.6M
Berkshire Asset Management LLC 0.07% New 59,199 $1.5M
Amica Mutual Insurance Co. 0.13% No change 58,374 $1.5M
Lansforsakringar Fondforvaltning AB (publ) 0.01% No change 56,420 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -51.6% 55,343 $1.4M
TD Asset Management Inc 0.00% Add +2.5% 55,305 $1.4M
National Bank of Canada 0.00% Add +112.1% 54,579 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -66.8% 54,491 $1.4M
Rathbones Group PLC 0.01% Reduce -0.6% 52,599 $1.4M
Summit Trail Advisors, LLC 0.02% Add +28.9% 52,296 $1.4M
UniSuper Management Pty Ltd 0.01% Reduce -16.7% 51,881 $1.4M
Harvey Investment Co. LLC 0.14% Reduce -3.8% 51,092 $1.3M
Pacific Capital Partners Ltd 1.40% No change 50,533 $1.3M
Regal Investment Advisors LLC 0.08% Add +9.1% 50,458 $1.3M
CIBC Asset Management Inc 0.00% Add +41.9% 50,082 $1.3M
Arizona State Retirement System 0.01% Reduce -7.2% 49,956 $1.3M
Danske Bank A/S 0.00% Reduce -5.5% 49,917 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -20.9% 49,591 $1.3M
State of Michigan Retirement System 0.01% Reduce -3.5% 47,181 $1.2M
Public Employees Retirement System of Ohio 0.00% Reduce -3.2% 46,967 $1.2M
Czech National Bank 0.01% Add +3.8% 46,434 $1.2M
Ethic Inc. 0.02% Add +12.8% 46,152 $1.2M
Natixis 0.00% Add +8.7% 44,983 $1.2M
Fruth Investment Management 0.31% No change 44,687 $1.2M
IFM Investors Pty Ltd 0.01% Add +0.2% 44,607 $1.2M
Sciencast Management LP 0.16% New 44,280 $1.2M
Abc Arbitrage SA 0.11% New 44,236 $1.2M
Comerica Bank 0.00% Reduce -3.9% 42,690 $1.1M
ASR Vermogensbeheer N.V. 0.01% Reduce -0.8% 42,163 $1.1M
US Bancorp \de 0.00% Reduce -12.1% 41,994 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -3.4% 41,746 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% New 41,676 $1.1M
Cetera Investment Advisers 0.00% Reduce -13.6% 41,666 $1.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.01% Reduce -13.5% 41,536 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.4% 41,462 $1.1M
Cibc World Market Inc. 0.00% Reduce -8.8% 41,395 $1.1M
Fideuram Asset Management (Ireland) dac 0.09% — 32,419 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.0% 40,960 $1.1M
Barlow Wealth Partners, LLC 0.11% Reduce -18.8% 40,175 $1.0M
DNB Asset Management AS 0.00% No change 39,900 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Reduce -2.6% 39,856 $1.0M
Mercer Global Advisors Inc. 0.00% Add +38.2% 39,560 $1.0M
Corient Private Wealth LP 0.00% Add +19.4% 38,402 $1.0M
Retirement Systems of Alabama 0.00% Reduce -0.3% 37,460 $976K
Federation des caisses Desjardins du Quebec 0.00% Add +47.6% 37,326 $973K
Brevan Howard Capital Management LP 0.02% Reduce -61.6% 37,040 $965K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -0.2% 36,664 $955K
Swiss Life Asset Management Ltd 0.00% Add +1.4% 36,338 $947K
Friedenthal Financial 0.49% New 36,161 $942K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +11.2% 36,144 $942K
Schulhoff & Co. Inc. 0.39% Reduce -2.5% 35,493 $925K
Lecap Asset Management Ltd. 0.36% Add +8.7% 35,020 $913K
Fifth Third Bancorp 0.00% Add +3.5% 35,020 $913K
Rowlandmiller & Partners.adv 0.18% Reduce -2.2% 34,921 $910K
Pitcairn Wealth Advisors LLC 0.08% — 34,226 $892K
Marshall Wace, LLP 0.00% Reduce -9.3% 33,700 $878K
Voya Investment Management LLC 0.00% Reduce -6.7% 32,736 $853K
Hendley & Co. Inc. 0.30% Reduce -51.0% 32,560 $849K
Machina Capital S.A.S. 0.16% New 32,577 $849K
Marshall Financial Group, LLC 0.16% Add +18.1% 32,469 $846K
Mackenzie Financial Corp. 0.00% Add +103.2% 32,013 $841K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.4% 32,280 $841K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% Add +23.3% 32,277 $841K
MML Investors Services, LLC 0.00% Reduce -13.9% 32,175 $838K
Wendell David Associates Inc. 0.08% Reduce -15.3% 32,084 $836K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.9% 31,323 $824K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.8% 31,073 $810K
Amalgamated Bank 0.01% Reduce -4.8% 30,682 $800K
Premier Path Wealth Partners, LLC 0.10% Reduce -28.4% 30,692 $800K
ICW Investment Advisors LLC 0.29% Add +1.2% 30,479 $794K
Tidal Investments LLC 0.00% Reduce -38.1% 30,338 $791K
Woodline Partners LP 0.00% Add +29.6% 30,157 $786K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.3% 29,209 $761K
EP Wealth Advisors, LLC 0.00% — 28,904 $753K
Daiwa Securities Group Inc. 0.00% Add +2.8% 28,840 $752K
Verition Fund Management LLC 0.00% Reduce -57.4% 28,477 $742K
Nissay Asset Management Corp. /Japan 0.00% Reduce -1.3% 28,277 $737K
Atlas Brown,Inc. 0.22% Reduce -6.5% 28,228 $736K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.25% Add +15.9% 28,071 $732K
Truist Financial Corp. 0.00% Reduce -50.4% 28,034 $731K
Marathon Capital Management 0.16% Add +3.7% 28,006 $730K
CHICAGO TRUST Co NA 0.12% Reduce -0.6% 27,984 $729K
J. Stern & Co. LLP 0.06% Add +3833.3% 715,503 $716K
M&T Bank Corp 0.00% Add +67.7% 27,392 $714K
Parvin Asset Management, LLC 0.58% Add +232.1% 27,315 $712K
Picton Mahoney Asset Management 0.01% New 27,294 $711K
Lotus Technology Management, LP 0.39% — 27,254 $710K
Absher Wealth Management, LLC 0.08% Reduce -94.8% 26,935 $702K
Wedbush Securities Inc. 0.02% Add +12.1% 26,912 $701K
Assetmark, Inc. 0.00% Add +113.4% 26,441 $689K
Equitable Trust Co. 0.03% No change 26,417 $688K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.6% 26,166 $682K
Northstar Group, Inc. 0.10% Reduce -29.9% 26,011 $678K
&partners 0.00% Reduce -7.7% 26,158 $676K
Focus Partners Wealth 0.00% Add +203.3% 25,753 $671K
Rakuten Investment Management, Inc. 0.00% Reduce -96.5% 25,384 $663K
Balyasny Asset Management L.P. 0.00% Add +14.3% 25,215 $657K
Glenmede Trust Co. NA 0.00% — 25,027 $652K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +11.2% 25,003 $652K
Trust Co. of Vermont 0.03% Reduce -0.0% 24,617 $642K
Simmons Bank 0.04% Reduce -0.0% 24,489 $638K
New York Life Investment Management LLC 0.01% Add +1.0% 23,823 $621K
Police & Firemen's Retirement System of New Jersey 0.01% No change 23,698 $618K
Venture Visionary Partners LLC 0.02% Reduce -10.2% 23,611 $615K
Fox Run Management, L.L.C. 0.09% New 23,056 $601K
United Asset Strategies, Inc. 0.05% Add +6.2% 23,041 $600K
Xponance LLC 0.00% Add +5.0% 22,912 $597K
Sanctuary Advisors, LLC 0.00% Reduce -14.2% 22,842 $595K
Investment Management Corp of Ontario 0.01% Add +165.6% 22,696 $591K
Axq Capital, LP 0.13% Add +21.4% 22,567 $588K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +38.7% 22,325 $582K
Daymark Wealth Partners, LLC 0.02% No change 22,287 $581K
Kentucky Farm Bureau Mutual Insurance Co 0.15% No change 22,000 $573K
Heritage Investors Management Corp. 0.02% Reduce -5.1% 21,875 $570K
Public Sector Pension Investment Board 0.00% Add +51.8% 21,859 $570K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.2% 21,757 $567K
Plato Investment Management Ltd 0.04% No change 21,517 $563K
Cwm, LLC 0.00% Add +119.6% 21,455 $559K
CastleKnight Management LP 0.03% Reduce -50.0% 21,000 $547K
OP Asset Management Ltd 0.01% No change 20,947 $546K
Bridgewater Associates 0.00% Add +1.8% 20,940 $546K
State of Tennessee, Department of Treasury 0.00% Reduce -2.6% 19,874 $544K
Arkadios Wealth Advisors 0.01% Reduce -39.2% 20,692 $539K
Global X Japan Co., Ltd. 0.04% Add +4.3% 20,553 $536K
HUB Investment Partners, LLC 0.01% New 20,285 $529K
Oregon Public Employees Retirement Fund 0.01% No change 20,109 $524K
Eurizon Capital SGR S.p.A. 0.00% — 20,039 $522K
Private Advisor Group, LLC 0.00% Reduce -2.1% 19,979 $521K
NewEdge Wealth, LLC 0.01% Add +25.3% 19,811 $516K
Belpointe Asset Management LLC 0.02% Add +7.1% 19,412 $506K
Holocene Advisors, LP 0.00% New 19,284 $503K
Mutual of America Capital Management LLC 0.01% Reduce -0.9% 18,915 $493K
MPS Loria Financial Planners, LLC 0.13% Reduce -2.1% 18,878 $492K
Gateway Investment Advisers LLC 0.00% Add +149.8% 18,747 $489K
Independence Bank of Kentucky 0.06% Reduce -28.0% 18,659 $486K
Longfellow Investment Management Co. LLC 0.11% Reduce -0.3% 18,623 $485K
Brooklyn Investment Group 0.02% New 18,564 $485K
Independent Advisor Alliance 0.01% Reduce -3.8% 18,354 $478K
Credit Agricole S A 0.00% Add +38.8% 17,881 $466K
Captrust Financial Advisors 0.00% Reduce -6.3% 17,854 $465K
Millennium Management 0.00% Reduce -94.5% 17,719 $462K
Chico Wealth RIA 0.30% Add +0.1% 17,561 $458K
State of Alaska, Department of Revenue 0.00% Reduce -6.7% 17,501 $456K
First Foundation Advisors 0.02% No change 17,263 $450K
Allspring Global Investments Holdings, LLC 0.00% Add +0.4% 17,096 $447K
Public Employees Retirement Association of Colorado 0.00% No change 16,895 $440K
Keystone Financial Group 0.03% Add +2.3% 16,814 $438K
iA Global Asset Management Inc. 0.01% New 16,788 $437K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -84.9% 16,760 $437K
Jump Financial, LLC 0.01% Reduce -85.6% 16,720 $436K
Orion Porfolio Solutions, LLC 0.00% Reduce -23.8% 16,588 $432K
NEOS Investment Management LLC 0.00% Add +24.4% 16,558 $432K
Bahl & Gaynor LLC 0.00% No change 16,382 $427K
SBI Okasan Asset Management Co.Ltd. 0.02% — 16,200 $423K
Canada Pension Plan Investment Board 0.00% Add +162000.0% 16,210 $422K
Sequoia Financial Advisors, LLC 0.00% Add +94.0% 16,201 $422K
Sippican Capital Advisors 0.27% Add +3.2% 16,195 $422K
United Capital Financial Advisors, LLC 0.00% Add +24.2% 16,147 $421K
Probity Advisors, Inc. 0.07% Add +91.7% 15,713 $409K
Mgo One Seven LLC 0.01% New 15,643 $408K
Commerzbank Aktiengesellschaft 0.01% New 15,474 $403K
Macquarie Group Ltd. 0.00% Add +25.5% 15,292 $399K
Occudo Quantitative Strategies LP 0.03% Reduce -48.1% 15,069 $393K
Pacer Advisors, Inc. 0.00% Reduce -27.9% 14,933 $389K
Boston Trust Walden Corp 0.00% Reduce -0.8% 14,837 $387K
Unique Wealth Strategies, LLC 0.15% Add +3.7% 14,805 $386K
Rafferty Asset Management, LLC 0.00% Reduce -1.7% 14,747 $384K
Blair William & Co. 0.00% New 14,717 $384K
Caisse Des Depots Et Consignations 0.01% Reduce -38.6% 14,665 $382K
Engineers Gate Manager LP 0.00% Add +2.7% 14,544 $379K
Teachers Retirement System of the State of Kentucky 0.00% No change 14,316 $373K
Mizuho Securities USA LLC 0.01% Reduce -0.0% 12,822 $372K
Clearstead Advisors, LLC 0.00% Add +3.1% 14,249 $371K
Bayesian Capital Management, LP 0.85% Reduce -56.4% 14,200 $370K
Summit Wealth & Retirement Planning, Inc. 0.09% New 14,199 $370K
D.A. Davidson & Co. 0.00% New 14,192 $370K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -1.1% 13,829 $360K
Stephens Inc. 0.00% Reduce -37.8% 13,675 $356K
GAMCO Investors 0.00% Add +2.0% 13,566 $354K
V-Square Quantitative Management LLC 0.04% Add +10.3% 13,392 $349K
Hantz Financial Services, Inc. 0.01% Add +20.1% 13,315 $347K
Coldstream Capital Management Inc. 0.00% Reduce -6.6% 13,111 $342K
Quadrant Capital Group LLC 0.01% Add +1108.4% 12,990 $339K
Nordea Investment Management AB 0.00% Add +0.3% 12,908 $338K
American National Bank & Trust 0.03% Reduce -53.3% 12,611 $329K
Bank of Nova Scotia 0.00% Reduce -43.7% 12,349 $322K
Mirabella Financial Services LLP 0.03% New 12,321 $321K
MAI Capital Management 0.00% Reduce -4.2% 12,320 $321K
Wealthfront Advisers LLC 0.00% Reduce -33.3% 12,070 $315K
Allstate Corp. 0.00% New 11,992 $313K
Park Avenue Securities LLC 0.00% Reduce -11.9% 11,885 $310K
Citizens Financial Group Inc. 0.00% Add +41.9% 11,685 $307K
GAMMA Investing LLC 0.02% Add +51.9% 11,725 $306K
AlphaGrep UK Ltd 0.10% — 11,669 $304K
Gen-Wealth Partners Inc 0.10% Reduce -33.0% 11,634 $303K
Tran Capital Management, L.P. 0.04% No change 11,575 $302K
Valeo Financial Advisors, LLC 0.01% New 11,557 $301K
Rovin Capital /Ut/ 0.08% New 11,541 $301K
Crossmark Global Holdings, Inc. 0.00% Add +20.4% 11,534 $301K
Intech Investment Management LLC 0.00% Reduce -41.7% 11,434 $298K
1832 Asset Management L.P. 0.00% New 11,257 $293K
Aventura Private Wealth, LLC 0.11% Reduce -0.9% 11,236 $293K
Private Trust Co. NA 0.03% Reduce -2.1% 11,226 $293K
Cardinal Point Capital Management ULC 0.02% Add +12.0% 11,200 $292K
SlateStone Wealth, LLC 0.02% Reduce -1.1% 11,155 $291K
Lido Advisors, LLC 0.00% Add +0.9% 10,605 $289K
Advisortrust Partners, LLC 0.13% — 10,977 $286K
Altfest L J & Co. Inc. 0.03% Add +0.3% 10,749 $280K
NewEdge Advisors, LLC 0.00% Reduce -12.7% 10,743 $280K
AlphaCore Capital LLC 0.01% New 10,278 $270K
Norinchukin Bank, The 0.00% Add +4.3% 10,342 $270K
Sone Capital Management, LLC 0.02% New 10,297 $268K
Atria Investments, Inc 0.00% Reduce -16.7% 10,286 $268K
Bragg Financial Advisors, Inc 0.01% Reduce -11.4% 10,235 $267K
Hartford Investment Management Co. 0.01% No change 10,233 $267K
OMERS ADMINISTRATION Corp 0.00% No change 10,207 $266K
Personal Cfo Solutions, LLC 0.04% Add +4.3% 10,076 $263K
Penobscot Investment Management Company, Inc. 0.02% Reduce -18.2% 10,040 $262K
Walleye Capital LLC 0.00% Add +100.6% 9,878 $257K
Exchange Traded Concepts, LLC 0.00% Reduce -40.6% 9,849 $257K
Summitry LLC 0.01% New 9,777 $255K
Certuity, LLC 0.02% Reduce -3.0% 9,749 $254K
DoubleLine ETF Adviser LP 0.08% Add +2.1% 9,726 $253K
Vident Advisory, LLC 0.00% Reduce -52.0% 9,548 $249K
Kentucky Retirement Systems 0.01% No change 9,272 $242K
KBC Group NV 0.00% Reduce -48.4% 9,177 $240K
Verity & Verity, LLC 0.02% Reduce -18.6% 9,185 $239K
Ingalls & Snyder LLC 0.01% Reduce -25.9% 9,149 $238K
Revisor Wealth Management LLC 0.06% Add +3.6% 8,484 $237K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 9,100 $237K
Ancora Advisors LLC 0.00% Reduce -8.2% 9,010 $235K
Louisiana State Employees Retirement System 0.00% Reduce -2.2% 9,000 $235K
LVM Capital Management Ltd. 0.02% No change 8,905 $232K
Bath Savings Trust Co 0.02% Reduce -42.3% 8,870 $231K
Howland Capital Management LLC 0.01% No change 8,750 $230K
DAVENPORT & Co LLC 0.00% Reduce -6.1% 8,754 $228K
Sterling Capital Management LLC 0.00% Reduce -4.3% 8,737 $228K
Stevens Capital Management LP 0.08% New 8,652 $225K
Larson Financial Group LLC 0.01% Reduce -12.0% 8,563 $223K
Arax Advisory Partners 0.01% New 8,523 $222K
Swedbank AB 0.00% No change 8,511 $222K
Caitlin John, LLC 0.14% Add +15.8% 8,429 $220K
Sawyer & Company, Inc 0.08% Reduce -14.0% 8,424 $220K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 8,306 $216K
Peoples Bank 0.22% Reduce -1.6% 8,245 $215K
Alpha Family Trust 0.10% New 8,190 $213K
Integrated Advisors Network LLC 0.01% Reduce -6.9% 8,138 $212K
New Mexico Educational Retirement Board 0.01% Reduce -1.2% 8,150 $212K
Toth Financial Advisory Corp. 0.02% Reduce -21.2% 8,125 $212K
Kestra Advisory Services, LLC 0.00% New 8,122 $212K
Maryland State Retirement & Pension System 0.00% No change 8,052 $210K
Allianz Asset Management GmbH 0.00% Reduce -36.1% 8,018 $209K
Man Group plc 0.00% Reduce -98.4% 7,913 $206K
Vise Technologies, Inc. 0.00% New 7,853 $205K
Utah Retirement Systems 0.00% No change 7,807 $203K
Merit Financial Group, LLC 0.00% New 7,763 $202K
Rwa Wealth Partners, LLC 0.00% No change 7,697 $201K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 7,605 $198K
MUFG Securities EMEA plc 0.00% Add +114.4% 7,227 $188K
Simplex Trading, LLC 0.01% Reduce -42.4% 7,115 $185K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.1% 6,961 $181K
Citadel Investment Advisory, Inc. 0.08% No change 6,804 $177K
Jones Financial Companies LLLP 0.00% Add +3.6% 6,455 $168K
Group One Trading LLC 0.01% New 6,438 $168K
Quantbot Technologies LP 0.01% Add +52.3% 6,194 $161K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 5,627 $147K
Tower Research Capital LLC (TRC) 0.00% Add +125.6% 5,553 $145K
AE Wealth Management LLC 0.00% New 5,469 $143K
Caldwell Trust Co 0.01% No change 5,455 $142K
Parallel Advisors, LLC 0.00% Add +29.4% 5,442 $142K
Root Financial Partners, LLC 0.01% Add +4.1% 5,412 $141K
Barrett & Company, Inc. 0.05% Add +30.5% 5,315 $139K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 5,270 $137K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +71.4% 5,085 $132K
Mufg Securities Americas Inc. 0.01% Reduce -0.1% 4,744 $124K
Securian Asset Management, Inc. 0.00% Reduce -43.9% 4,741 $124K
Transamerica Financial Advisors, LLC 0.01% Add +24.0% 4,613 $121K
Rockefeller Capital Management L.P. 0.00% Reduce -25.1% 4,579 $119K
Covestor Ltd 0.06% Reduce -5.5% 4,478 $117K
Versant Capital Management, Inc 0.01% Reduce -40.1% 4,322 $113K
Farther Finance Advisors, LLC 0.00% Add +2.4% 4,131 $108K
Lanark Financial, Inc. 0.01% Reduce -24.0% 4,007 $104K
Canada Post Corp Registered Pension Plan 0.00% Add +30.8% 3,950 $103K
Vestcor Inc 0.00% No change 3,812 $99K
New Age Alpha Advisors, LLC 0.00% Reduce -18.3% 3,715 $97K
Whittier Trust Co. of Nevada Inc. 0.00% New 3,696 $96K
Allworth Financial LP 0.00% Reduce -2.9% 3,614 $94K
Brown Brothers Harriman & Co. 0.00% Reduce -21.6% 3,567 $93K
STRS Ohio 0.00% Add +0.2% 3,538 $92K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 3,400 $89K
CIBC Private Wealth Group LLC 0.00% Add +2.9% 3,299 $86K
Boit C F David 0.03% Add +97.5% 3,039 $79K
Horizon Investments, LLC 0.00% Reduce -61.7% 2,899 $76K
Huntington National Bank 0.00% Add +30.1% 2,806 $73K
HHM Wealth Advisors, LLC 0.01% Reduce -0.1% 2,748 $72K
Walleye Trading LLC 0.00% Reduce -91.0% 2,707 $71K
Bruce G. Allen Investments, LLC 0.05% Add +9.0% 2,639 $69K
EverSource Wealth Advisors, LLC 0.00% Reduce -29.6% 2,614 $68K
Siemens Fonds Invest GmbH 0.00% Reduce -50.5% 2,555 $67K
Tema ETFs LLC 0.01% New 2,577 $67K
UMB Bank, n.a. 0.00% Add +7.9% 2,498 $65K
TCTC Holdings, LLC 0.00% Add +0.8% 2,434 $63K
Board of the Pension Protection Fund 0.06% New 2,400 $63K
Ostrum Asset Management 0.00% Reduce -24.9% 2,316 $60K
JTC Employer Solutions Trustee Ltd 0.00% No change 2,235 $58K
Storebrand Asset Management As 0.00% No change 2,196 $57K
Aster Capital Management (DIFC) Ltd 0.02% New 2,157 $56K
Leonteq Securities AG 0.00% Add +107.5% 2,146 $56K
Signaturefd, LLC 0.00% Add +31.0% 2,106 $55K
MCF Advisors LLC 0.00% Add +123.9% 2,078 $55K
Rothschild Investment LLC 0.00% Add +200.9% 2,034 $53K
Wellington-Altus USA Inc. 0.04% — 2,000 $52K
New Republic Capital, LLC 0.01% New 1,975 $52K
Blue Trust, Inc. 0.00% Reduce -57.1% 1,929 $50K
Coastline Trust Co 0.00% No change 1,751 $46K
Asset Planning,Inc 0.03% No change 1,750 $46K
Westerkirk Capital Inc. 0.00% No change 1,700 $44K
AlphaQuest LLC 0.00% Reduce -7.4% 1,693 $44K
CVA Family Office, LLC 0.01% Add +18.4% 1,659 $43K
Curio Wealth, LLC 0.01% Reduce -65.6% 1,572 $42K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,571 $41K
Evelyn Partners Investment Management LLP 0.00% Reduce -19.4% 1,492 $39K
Bokf, NA 0.00% Reduce -45.9% 1,487 $39K
Wilmington Savings Fund Society, FSB 0.00% No change 1,368 $36K
Los Angeles Capital Management LLC 0.00% New 1,327 $35K
Zions Bancorporation, National Association 0.00% Add +266.0% 1,314 $34K
Global Retirement Partners, LLC 0.00% Add +49.8% 1,288 $34K
Trust Co 0.00% New 1,285 $33K
Crewe Advisors LLC 0.00% No change 1,186 $31K
LRI Investments, LLC 0.00% Reduce -28.2% 1,177 $31K
Flagship Harbor Advisors, LLC 0.00% New 1,162 $30K
IFP Advisors, Inc 0.00% Add +137.0% 1,140 $30K
Cullen/Frost Bankers, Inc. 0.00% Add +3.6% 1,102 $29K
Parkside Financial Bank & Trust 0.00% Add +58.2% 1,074 $28K
Garton & Associates Financial Advisors LLC 0.01% — 1,000 $26K
Commonwealth Retirement Investments LLC 0.01% New 937 $24K
Towne Trust Company, N.A 0.01% No change 937 $24K
Raiffeisen Bank International AG 0.00% No change 921 $24K
Federated Hermes, Inc. 0.00% Reduce -0.2% 875 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +19.8% 855 $22K
Centerpoint Advisors, LLC 0.01% No change 837 $22K
Gleason Group, Inc. 0.00% Add +0.9% 823 $21K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -82.1% 799 $21K
BankPlus Trust Department 0.01% No change 798 $21K
Oakworth Capital, Inc. 0.00% No change 750 $20K
SJS Investment Consulting Inc. 0.00% Reduce -28.3% 720 $19K
Chesapeake Asset Management LLC 0.01% No change 650 $17K
Bullock Wealth Management Group 0.01% — 639 $17K
DV Trading LLC 0.00% — 637 $17K
Laurel Wealth Advisors LLC 0.00% New 617 $16K
Cromwell Holdings LLC 0.01% Add +14.1% 614 $16K
SageView Advisory Group, LLC 0.00% New 598 $16K
Wealth Enhancement Trust Services, Inc. 0.00% — 593 $15K
TD Waterhouse Canada Inc. 0.00% No change 562 $15K
Spire Wealth Management 0.00% Add +128.2% 559 $15K
Stephens Consulting, LLC 0.00% No change 530 $14K
CYBER HORNET ETFs LLC 0.01% Add +5.2% 522 $14K
Trust Co. of Toledo NA 0.00% No change 518 $13K
Westfuller Advisors, LLC 0.01% Add +14.8% 512 $13K
Sentry Investment Management LLC 0.01% No change 499 $13K
Clearstead Trust, LLC 0.00% Add +25.9% 481 $13K
Quent Capital, LLC 0.00% Reduce -9.9% 447 $12K
Financial Consulate, Inc. 0.00% Reduce -5.1% 444 $12K
Fortitude Family Office, LLC 0.00% Add +654.7% 400 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% New 386 $10K
Generali Asset Management SPA SGR 0.00% No change 378 $10K
Colonial Trust Co / SC 0.00% Add +80.5% 361 $9K
Basecamp Wealth Advisors LLC 0.00% — 352 $9K
Elyxium Wealth, LLC 0.00% New 349 $9K
First Horizon Corp. 0.00% Reduce -8.8% 342 $9K
TD Private Client Wealth LLC 0.00% Reduce -23.4% 325 $8K
Kentucky Trust Co 0.00% No change 317 $8K
Essential Partners LLC 0.00% Reduce -29.9% 305 $8K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 302 $8K
Indiana Trust & Investment Management Co 0.00% New 273 $7K
Hazlett, Burt & Watson, Inc. 0.00% No change 250 $7K
GPS Wealth Strategies Group, LLC 0.01% Reduce -50.0% 265 $7K
Summit Securities Group LLC 0.00% Reduce -13.8% 262 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Add +16.8% 257 $7K
Ares Financial Consulting, LLC 0.01% — 240 $6K
DV Equities, LLC 0.00% — 239 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 231 $6K
GW&K Investment Management, LLC 0.00% Reduce -50.3% 238 $6K
Country Trust Bank 0.00% No change 219 $6K
Colonial Trust Advisors 0.00% Add +0.5% 210 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 200 $5K
HM Payson & Co. 0.00% Reduce -8.8% 187 $5K
Manchester Capital Management LLC 0.00% Add +13.0% 182 $5K
Pinnacle Bancorp, Inc. 0.00% Add +138.8% 160 $4K
IFC & Insurance Marketing, Inc. 0.00% — 143 $4K
Capital Advisors, Ltd. LLC 0.00% No change 137 $4K
Private Wealth Asset Management, LLC 0.00% No change 150 $4K
Johnson Financial Group, Inc. 0.00% Reduce -94.7% 147 $4K
JNBA Financial Advisors 0.00% No change 147 $4K
Bell Investment Advisors, Inc 0.00% Add +166.7% 144 $4K
CoreCap Advisors, LLC 0.00% Reduce -29.7% 137 $4K
True Wealth Design, LLC 0.00% Reduce -8.9% 133 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 109 $3K
Farmers & Merchants Investments Inc. 0.00% No change 107 $3K
Sachetta, LLC 0.00% Add +121.7% 102 $3K
Financial Network Wealth Advisors LLC 0.00% No change 101 $3K
SouthState Bank Corp 0.00% Add +295.8% 95 $2K
Harbor Investment Advisory, LLC 0.00% No change 90 $2K
Bogart Wealth, LLC 0.00% Add +26.5% 86 $2K
MV Capital Management, Inc. 0.00% Reduce -3.5% 83 $2K
Kilter Group LLC 0.00% Add +52.8% 81 $2K
J.Safra Asset Management Corp 0.00% New 75 $2K
Cape Investment Advisory, Inc. 0.00% New 70 $2K
Kohmann Bosshard Financial Services, LLC 0.00% New 68 $2K
Keating Financial Advisory Services, Inc. 0.00% — 64 $2K
Union Savings Bank 0.00% — 62 $2K
Investors Research Corp 0.00% No change 57 $1K
SRH Advisors, LLC 0.00% No change 55 $1K
Legacy Bridge, LLC 0.00% New 54 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 50 $1K
SHP Wealth Management 0.00% — 52 $1K
Albion Financial Group 0.00% No change 47 $1K
Grove Bank & Trust 0.00% No change 46 $1K
Godsey & Gibb, Inc. 0.00% New 44 $1K
Principia Wealth Advisory, LLC 0.00% Add +2.4% 42 $1K
Cornerstone Financial Management LLC 0.00% — 41 $1K
Raffa Wealth Management, LLC 0.00% No change 41 $1K
Avion Wealth 0.00% Add +6.0% 53 $1K
Howard Hughes Medical Institute 0.00% No change 38 $990
Truvestments Capital LLC 0.00% Reduce -99.8% 37 $974
Physician Wealth Advisors, Inc. 0.00% Add +94.4% 35 $913
Bare Financial Services, Inc 0.00% New 35 $912
WPG Advisers, LLC 0.00% No change 32 $834
PFS Partners, LLC 0.00% No change 32 $834
Elevation Wealth Partners, LLC 0.00% Reduce -57.5% 31 $808
Steigerwald, Gordon & Koch Inc. 0.00% No change 31 $808
Wealth Watch Advisors, INC 0.00% Add +100.0% 28 $730
AdvisorNet Financial, Inc 0.00% Add +8.0% 27 $709
Acumen Wealth Advisors, LLC 0.00% — 26 $684
Pillar Financial Advisors, LLC 0.00% No change 25 $652
Sunbelt Securities, Inc. 0.00% Reduce -76.0% 24 $625
Westside Investment Management, Inc. 0.00% New 22 $573
Key Financial Inc 0.00% No change 22 $573
Smartleaf Asset Management LLC 0.00% Reduce -81.7% 21 $553
Sound Income Strategies, LLC 0.00% No change 20 $528
Wolff Wiese Magana LLC 0.00% New 20 $522
Costello Asset Management, INC 0.00% New 19 $502
Atlantic Union Bankshares Corp 0.00% Reduce -99.6% 19 $496
Aspect Partners, LLC 0.00% New 19 $495
ORG Partners LLC 0.00% Reduce -99.8% 19 $494
Quaker Wealth Management, LLC 0.00% Reduce -5.3% 18 $470
North Star Investment Management Corp. 0.00% New 17 $443
Caitong International Asset Management Co., Ltd 0.00% Reduce -97.9% 16 $417
Prestige Wealth Management Group LLC 0.00% Reduce -79.2% 15 $395
Key Capital Management, INC 0.00% — 15 $391
Bay Harbor Wealth Management, LLC 0.00% Add +62.5% 13 $341
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 12 $315
Dunhill Financial, LLC 0.00% Add +175.0% 11 $276
City State Bank 0.00% New 10 $261
HFM Investment Advisors, LLC 0.00% No change 9 $235
DiNuzzo Private Wealth, Inc. 0.00% Reduce -18.2% 9 $235
Cornerstone Planning Group LLC 0.00% Reduce -78.8% 7 $186
WestEnd Advisors, LLC 0.00% No change 7 $182
American Capital Advisory, LLC 0.00% Add +50.0% 6 $157
Nvwm, LLC 0.00% Reduce -50.0% 5 $130
1015 Capital Partners, LLC 0.00% — 4 $104
Hughes Financial Services, LLC 0.00% Reduce -76.5% 4 $104
Seneschal Advisors, LLC 0.00% No change 2 $53
Rakuten Securities, Inc. 0.00% Reduce -80.0% 1 $26
Strategic Wealth Partners, Ltd. 0.00% Reduce -99.1% 1 $13
Acadian Asset Management LLC 0.00% No change 1 $0
Penserra Capital Management LLC 0.00% Reduce -30.8% 27 $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.