Brown-Forman Corp. Class BBF.B
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 581 institutions reported holding Brown-Forman Corp. Class B (BF.B) in their 13F filings, down 62 from Q4 2025. 64 opened new positions and 121 sold out. The largest holders were Vanguard Capital Management LLC ($387.9M), Vanguard Portfolio Management LLC ($352.3M) and FMR LLC ($337.9M). 10 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $234.0M |
| Exits | 121 | $221.1M |
All 13F filers, Q4 2025 → Q1 2026: 28,416,072 shares bought and 43,524,483 shares sold, net −15,108,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 581 holders
| Vanguard Capital Management LLC | 0.01% | — | 14,672,328 | $387.9M |
| Vanguard Portfolio Management LLC | 0.02% | — | 13,325,235 | $352.3M |
| FMR LLC | 0.02% | Reduce -50.2% | 12,779,313 | $337.9M |
| Van Eck Associates Corp. | 0.25% | Add +5.7% | 12,358,531 | $326.8M |
| BlackRock, Inc. | 0.01% | Reduce -16.9% | 12,066,665 | $319.0M |
| State Street Corp. | 0.01% | Reduce -11.3% | 9,995,297 | $266.6M |
| Invesco Ltd. | 0.02% | Add +37.0% | 8,971,058 | $237.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +27.6% | 6,409,430 | $169.5M |
| ProShare Advisors LLC | 0.23% | Add +5.5% | 5,985,443 | $158.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.2% | 5,454,611 | $144.0M |
| Black Creek Investment Management Inc. | 7.46% | Add +3.3% | 5,258,106 | $139.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +127.7% | 4,728,421 | $125.0M |
| Morgan Stanley | 0.01% | Reduce -26.5% | 3,973,450 | $105.1M |
| Bank of America Corp. | 0.01% | Add +29.6% | 3,734,613 | $98.7M |
| Massachusetts Financial Services Co. | 0.03% | Add +49.2% | 3,492,779 | $92.3M |
| UBS Group AG | 0.01% | Reduce -32.0% | 3,036,202 | $80.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.2% | 2,930,556 | $77.5M |
| Ruffer LLP | 2.96% | New | 2,731,876 | $72.4M |
| Citadel Advisors | 0.05% | Add +631.4% | 2,579,542 | $68.2M |
| Equity Investment Corp. | 1.26% | Reduce -12.9% | 2,423,972 | $64.1M |
| Wellington Management Group LLP | 0.01% | Reduce -7.6% | 2,338,007 | $61.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -58.4% | 2,108,442 | $55.7M |
| Vest Financial, LLC | 0.59% | Add +5.3% | 1,848,778 | $48.9M |
| Point72 Asset Management | 0.09% | Add +451.9% | 1,848,302 | $48.9M |
| Caisse de depot et placement du Quebec | 0.08% | New | 1,818,793 | $48.1M |
| Deutsche Bank AG | 0.02% | Add +14.0% | 1,789,364 | $47.3M |
| Northern Trust Corp. | 0.01% | Reduce -16.7% | 1,694,268 | $44.8M |
| J. Safra Sarasin Holding AG | 0.72% | Add +4.4% | 1,588,648 | $42.0M |
| Lindsell Train Ltd | 1.33% | Reduce -4.5% | 1,576,049 | $41.7M |
| JPMorgan Chase & Co. | 0.00% | Add +14.0% | 1,527,245 | $40.8M |
| D. E. Shaw & Co. | 0.03% | Reduce -52.8% | 1,510,309 | $39.9M |
| GMO | 0.10% | Add +7.5% | 1,439,650 | $38.1M |
| ARGA Investment Management, LP | 1.21% | New | 1,395,997 | $36.9M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +0.5% | 1,364,427 | $36.1M |
| Confluence Investment Management LLC | 0.51% | Add +3.6% | 1,237,621 | $32.7M |
| Wells Fargo & Company | 0.01% | Reduce -53.2% | 1,207,486 | $31.9M |
| FIL Ltd | 0.02% | New | 1,136,000 | $30.0M |
| Old Republic International Corp. | 1.16% | Add +21.8% | 1,103,400 | $29.2M |
| Thompson Siegel & Walmsley LLC | 0.49% | Reduce -9.3% | 1,059,645 | $28.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,041,815 | $27.5M |
| Eubel Brady & Suttman Asset Management Inc. | 3.28% | Add +12.9% | 977,232 | $25.8M |
| Baird Financial Group, Inc. | 0.03% | Add +195.0% | 835,597 | $22.1M |
| Victory Capital Management Inc. | 0.01% | Add +9.5% | 705,897 | $18.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -69.7% | 691,659 | $18.3M |
| Gardner Russo & Quinn | 0.21% | Reduce -6.8% | 659,694 | $17.4M |
| Cerity Partners LLC | 0.02% | Add +8.8% | 659,356 | $17.4M |
| Citigroup Inc. | 0.01% | Reduce -64.0% | 641,108 | $17.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.1% | 620,106 | $16.4M |
| HRT Financial LP | 0.04% | New | 573,596 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Add +30.5% | 572,458 | $15.1M |
| Amiral Gestion | 8.20% | Add +36.3% | 558,244 | $14.8M |
| First Trust Advisors LP | 0.01% | Add +11.3% | 553,560 | $14.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.5% | 521,906 | $13.8M |
| Barclays PLC | 0.00% | Add +12.1% | 509,406 | $13.5M |
| Markel Group | 0.10% | No change | 474,187 | $12.5M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 473,512 | $12.5M |
| Glenview Trust Co | 0.20% | Reduce -17.2% | 476,212 | $12.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1025.5% | 469,081 | $12.4M |
| Nuveen, LLC | 0.00% | Add +17.2% | 457,285 | $12.1M |
| Legal & General Group Plc | 0.00% | Reduce -49.3% | 454,340 | $12.0M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 444,546 | $11.8M |
| Grace & White Inc. | 2.09% | Add +9.2% | 442,148 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Add +25.8% | 441,045 | $11.7M |
| Rbo & Co. LLC | 1.81% | Reduce -1.6% | 424,272 | $11.2M |
| New York State Common Retirement Fund | 0.01% | Add +440.8% | 406,525 | $10.7M |
| Stifel Financial Corp. | 0.01% | Add +10.7% | 401,331 | $10.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -25.9% | 396,364 | $10.5M |
| ICICI Prudential Asset Management Co Ltd | 1.15% | Add +11.0% | 362,600 | $9.6M |
| Vanguard Global Advisers, LLC | 0.01% | — | 360,614 | $9.5M |
| Swiss National Bank | 0.01% | Reduce -29.5% | 349,818 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -2.4% | 315,878 | $8.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.3% | 307,238 | $8.1M |
| Quantinno Capital Management LP | 0.01% | Add +1.3% | 298,742 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Add +160.5% | 295,743 | $7.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -19.8% | 293,979 | $7.8M |
| Bank of Montreal | 0.00% | Reduce -6.0% | 292,829 | $7.7M |
| Marshall Wace, LLP | 0.01% | Add +749.3% | 286,210 | $7.6M |
| Monaco Asset Management SAM | 2.44% | Add +75.7% | 281,050 | $7.4M |
| Holocene Advisors, LP | 0.02% | Add +1338.3% | 277,358 | $7.3M |
| Moran Wealth Management, LLC | 0.22% | Add +51.8% | 267,821 | $7.1M |
| Morningstar Investment Management LLC | 0.44% | Reduce -8.5% | 266,577 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +379.0% | 265,112 | $7.0M |
| American Century Companies Inc. | 0.00% | Add +166.9% | 255,332 | $6.8M |
| Principal Financial Group Inc. | 0.00% | Add +4.6% | 246,730 | $6.5M |
| Guggenheim Capital LLC | 0.05% | Add +7.8% | 237,371 | $6.3M |
| HSBC Holdings PLC | 0.00% | Reduce -31.2% | 226,833 | $6.0M |
| Yousif Capital Management, LLC | 0.07% | Add +10.3% | 214,615 | $5.7M |
| California State Teachers Retirement System | 0.01% | Reduce -36.4% | 213,816 | $5.7M |
| Creative Planning | 0.00% | Add +63.6% | 207,375 | $5.5M |
| Gateway Investment Advisers LLC | 0.06% | Add +987.3% | 203,836 | $5.4M |
| Banyan Capital Management, Inc. | 2.24% | Add +2.2% | 196,284 | $5.2M |
| Benjamin Edwards Inc. | 0.05% | Add +0.7% | 182,276 | $4.8M |
| AQR Capital Management | 0.00% | Reduce -30.6% | 181,265 | $4.8M |
| Douglass Winthrop Advisors, LLC | 0.09% | Reduce -7.4% | 180,948 | $4.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -65.6% | 177,866 | $4.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -7.7% | 177,327 | $4.7M |
| Philip James Wealth Mangement, LLC | 0.57% | Add +12.7% | 176,509 | $4.7M |
| Hillman Capital Management, Inc. | 3.24% | Add +19.2% | 176,437 | $4.7M |
| Black Cypress Capital Management, LLC | 3.24% | Reduce -7.9% | 170,481 | $4.5M |
| Sprucegrove Investment Management Ltd. | 0.70% | Reduce -14.5% | 165,200 | $4.4M |
| New York State Teachers Retirement System | 0.01% | Add +2.8% | 159,862 | $4.2M |
| Kingsview Wealth Management, LLC | 0.06% | New | 158,893 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Add +33.3% | 157,216 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 157,068 | $4.2M |
| Weiss Asset Management LP | 0.10% | New | 152,783 | $4.0M |
| Engineers Gate Manager LP | 0.05% | Add +949.2% | 152,595 | $4.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -4.1% | 152,432 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -28.0% | 149,522 | $3.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -5.4% | 145,375 | $3.8M |
| Gotham Asset Management | 0.01% | Reduce -32.9% | 144,640 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 142,882 | $3.8M |
| Whittier Trust Co. | 0.04% | No change | 138,891 | $3.7M |
| SG Americas Securities, LLC | 0.00% | Add +9.3% | 139,373 | $3.7M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | Add +0.3% | 138,967 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +5.1% | 133,338 | $3.5M |
| APG Asset Management N.V. | 0.01% | Reduce -0.4% | 150,680 | $3.5M |
| Man Group plc | 0.01% | Add +1526.9% | 128,737 | $3.4M |
| Swedbank AB | 0.00% | Add +1373.3% | 125,396 | $3.3M |
| TCV Trust & Wealth Management, Inc. | 0.28% | Reduce -12.0% | 124,520 | $3.3M |
| Illinois Municipal Retirement Fund | 0.04% | New | 119,039 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +4.6% | 113,673 | $3.0M |
| Ally Financial Inc. | 0.37% | No change | 113,000 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +5.0% | 112,262 | $3.0M |
| Pacific Capital Partners Ltd | 2.88% | Add +118.6% | 110,464 | $2.9M |
| Highland Capital Management, LLC | 0.15% | Reduce -1.0% | 108,330 | $2.9M |
| Brevan Howard Capital Management LP | 0.03% | Add +190.3% | 107,514 | $2.8M |
| CIBC Bancorp USA Inc. | 0.00% | — | 107,209 | $2.8M |
| Parthenon LLC | 0.32% | No change | 105,035 | $2.8M |
| Amundi | 0.00% | Reduce -84.3% | 103,756 | $2.7M |
| Regal Investment Advisors LLC | 0.15% | Add +99.3% | 100,562 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -19.6% | 99,345 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 97,849 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +89.5% | 93,982 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 87,575 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Add +17.8% | 91,443 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +512.6% | 87,701 | $2.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -5.6% | 86,842 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +28.3% | 85,955 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -2.6% | 83,705 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -45.0% | 82,330 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.4% | 81,486 | $2.2M |
| Manning & Napier Advisors LLC | 0.03% | Add +0.4% | 78,041 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 77,893 | $2.1M |
| Alberta Investment Management Corp | 0.01% | New | 77,700 | $2.1M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.4% | 77,215 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -42.3% | 73,614 | $2.0M |
| National Bank of Canada | 0.00% | Add +35.1% | 73,752 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 73,728 | $1.9M |
| Entropy Technologies, LP | 0.09% | New | 71,284 | $1.9M |
| Callahan Advisors, LLC | 0.16% | No change | 71,249 | $1.9M |
| Rathbones Group PLC | 0.01% | Add +32.2% | 69,556 | $1.8M |
| Fifth Third Bancorp | 0.00% | Add +96.7% | 68,878 | $1.8M |
| Chancellor Financial Group WB LP | 1.28% | Add +0.0% | 67,655 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +2.7% | 66,137 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -2.2% | 65,172 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -7.2% | 63,850 | $1.7M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 62,343 | $1.6M |
| Journey Strategic Wealth LLC | 0.04% | Add +1.2% | 61,846 | $1.6M |
| Lafayette Investments, Inc. | 0.33% | Reduce -2.0% | 61,187 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.52% | Reduce -15.5% | 60,329 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +45.2% | 60,120 | $1.6M |
| Berkshire Asset Management LLC | 0.07% | Reduce -0.1% | 59,140 | $1.6M |
| Amica Mutual Insurance Co. | 0.13% | No change | 58,374 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +11.4% | 58,259 | $1.5M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 56,415 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 57,328 | $1.5M |
| Franklin Resources Inc. | 0.00% | Reduce -11.1% | 56,354 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -30.0% | 55,468 | $1.5M |
| US Bancorp \de | 0.00% | Add +29.7% | 54,478 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | Add +4.7% | 54,320 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -25.0% | 52,289 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +30.9% | 51,776 | $1.4M |
| Harvey Investment Co. LLC | 0.15% | No change | 51,092 | $1.4M |
| Lecap Asset Management Ltd. | 0.50% | Add +44.8% | 50,697 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +203.6% | 49,210 | $1.3M |
| Public Sector Pension Investment Board | 0.00% | Add +122.4% | 48,620 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -2.8% | 48,551 | $1.3M |
| iA Global Asset Management Inc. | 0.02% | Add +181.7% | 47,285 | $1.3M |
| Czech National Bank | 0.01% | Add +0.2% | 46,534 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -59.8% | 46,227 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -73.4% | 45,745 | $1.2M |
| &partners | 0.01% | Add +74.1% | 45,550 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -5.3% | 44,681 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.7% | 44,315 | $1.2M |
| Barlow Wealth Partners, LLC | 0.13% | Reduce -0.3% | 40,065 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | New | 43,682 | $1.2M |
| Fruth Investment Management | 0.29% | Reduce -3.1% | 43,284 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -13.9% | 43,130 | $1.1M |
| ASR Vermogensbeheer N.V. | 0.01% | Add +1.6% | 42,844 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -50.5% | 41,591 | $1.1M |
| Scotia Capital Inc. | 0.00% | New | 40,522 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.8% | 39,802 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.5% | 39,469 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -5.4% | 39,423 | $1.0M |
| Machina Capital S.A.S. | 0.20% | Add +20.1% | 39,117 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | New | 38,852 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -51.8% | 38,812 | $1.0M |
| Kentucky Retirement Systems | 0.07% | Add +44.3% | 13,377 | $1.0M |
| XTX Topco Ltd | 0.02% | Reduce -81.9% | 38,058 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +44.0% | 37,681 | $996K |
| Quantbot Technologies LP | 0.04% | Add +503.8% | 37,400 | $989K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -65.9% | 37,393 | $989K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -6.4% | 37,289 | $986K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -50.8% | 35,981 | $962K |
| Retirement Systems of Alabama | 0.00% | Reduce -3.1% | 36,285 | $959K |
| Marshall Financial Group, LLC | 0.15% | Add +11.7% | 36,254 | $959K |
| Schulhoff & Co. Inc. | 0.38% | Reduce -0.4% | 35,359 | $935K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.3% | 34,968 | $925K |
| Tidal Investments LLC | 0.00% | Add +12.0% | 33,973 | $898K |
| Pitcairn Wealth Advisors LLC | 0.08% | No change | 34,226 | $892K |
| Sanctuary Advisors, LLC | 0.00% | Add +44.9% | 33,108 | $875K |
| Unique Wealth Strategies, LLC | 0.36% | Add +122.6% | 32,957 | $871K |
| Verition Fund Management LLC | 0.01% | Add +14.6% | 32,624 | $863K |
| Simplex Trading, LLC | 0.03% | Add +356.8% | 32,502 | $859K |
| Marathon Capital Management | 0.19% | Add +15.7% | 32,408 | $857K |
| Hendley & Co. Inc. | 0.31% | Reduce -1.5% | 32,060 | $848K |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 31,714 | $839K |
| Tobam | 0.22% | New | 31,556 | $834K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -73.1% | 31,508 | $833K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.7% | 31,409 | $830K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.8% | 31,069 | $822K |
| ICW Investment Advisors LLC | 0.30% | Add +1.9% | 31,063 | $821K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.1% | 31,026 | $820K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Add +38.7% | 30,970 | $819K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -17.4% | 30,280 | $801K |
| Amalgamated Bank | 0.01% | Reduce -1.9% | 30,103 | $796K |
| TD Asset Management Inc | 0.00% | Reduce -45.8% | 29,963 | $792K |
| Wendell David Associates Inc. | 0.09% | Reduce -6.6% | 29,962 | $792K |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.6% | 29,887 | $790K |
| Rowlandmiller & Partners.adv | 0.15% | Reduce -18.1% | 28,616 | $757K |
| Parvin Asset Management, LLC | 0.56% | Add +4.5% | 28,550 | $755K |
| Wedbush Securities Inc. | 0.02% | Add +5.8% | 28,471 | $753K |
| Toronto Dominion Bank | 0.00% | Reduce -52.8% | 28,451 | $752K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -31.5% | 28,384 | $750K |
| Atlas Brown,Inc. | 0.22% | No change | 28,228 | $746K |
| CHICAGO TRUST Co NA | 0.12% | Reduce -2.7% | 27,238 | $720K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -7.5% | 28,984 | $715K |
| Woodline Partners LP | 0.00% | Reduce -11.1% | 26,803 | $709K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.24% | Reduce -5.6% | 26,488 | $700K |
| Equitable Trust Co. | 0.03% | No change | 26,417 | $698K |
| Endure Capital Management, LLC | 0.48% | — | 26,000 | $687K |
| Allstate Corp. | 0.01% | Add +113.1% | 25,554 | $676K |
| J. Stern & Co. LLP | 0.07% | Reduce -96.4% | 25,476 | $674K |
| NEOS Investment Management LLC | 0.00% | Add +51.0% | 25,001 | $661K |
| Northstar Group, Inc. | 0.10% | Reduce -4.1% | 24,943 | $659K |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 25,367 | $658K |
| Assetmark, Inc. | 0.00% | Reduce -6.8% | 24,655 | $652K |
| Voleon Capital Management LP | 0.01% | New | 24,582 | $650K |
| Algert Global LLC | 0.01% | New | 24,560 | $649K |
| Simmons Bank | 0.04% | No change | 24,489 | $647K |
| Kiker Wealth Management, LLC | 0.31% | New | 24,383 | $645K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.7% | 24,350 | $644K |
| Private Advisor Group, LLC | 0.00% | Add +21.5% | 24,276 | $642K |
| Belpointe Asset Management LLC | 0.02% | Add +23.7% | 24,013 | $635K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 23,698 | $627K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 23,616 | $624K |
| New York Life Investment Management LLC | 0.01% | Reduce -1.7% | 23,420 | $619K |
| Daymark Wealth Partners, LLC | 0.02% | Add +2.4% | 22,829 | $604K |
| Corient Private Wealth LP | 0.00% | Reduce -40.5% | 22,862 | $597K |
| Cresset Asset Management, LLC | 0.00% | Reduce -86.6% | 21,843 | $585K |
| Kentucky Farm Bureau Mutual Insurance Co | 0.18% | No change | 22,000 | $582K |
| Premier Path Wealth Partners, LLC | 0.08% | Reduce -28.6% | 21,915 | $579K |
| Global X Japan Co., Ltd. | 0.03% | Add +6.3% | 21,848 | $578K |
| Burns Matteson Capital Management, LLC | 0.22% | New | 21,477 | $568K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -64.7% | 21,400 | $566K |
| Mangrove Partners Im, LLC | 0.05% | New | 21,285 | $563K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -41.8% | 21,155 | $559K |
| D.A. Davidson & Co. | 0.00% | Add +49.0% | 21,143 | $559K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -61.3% | 21,111 | $558K |
| Truist Financial Corp. | 0.00% | Reduce -26.6% | 20,567 | $544K |
| Exchange Traded Concepts, LLC | 0.00% | Add +108.6% | 20,549 | $543K |
| Stephens Inc. | 0.01% | Add +49.6% | 20,454 | $541K |
| Larson Financial Group LLC | 0.02% | Add +136.4% | 20,246 | $535K |
| Basepoint Wealth LLC | 0.31% | New | 20,227 | $535K |
| MML Investors Services, LLC | 0.00% | Reduce -38.2% | 19,897 | $526K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 19,874 | $525K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.5% | 19,609 | $518K |
| Probity Advisors, Inc. | 0.08% | Add +23.9% | 19,470 | $515K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -25.1% | 19,025 | $508K |
| Independence Bank of Kentucky | 0.06% | Add +1.7% | 18,979 | $502K |
| Heritage Investors Management Corp. | 0.02% | Reduce -13.8% | 18,850 | $498K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +237.2% | 18,725 | $495K |
| Longfellow Investment Management Co. LLC | 0.10% | No change | 18,623 | $492K |
| MPS Loria Financial Planners, LLC | 0.13% | Reduce -1.5% | 18,590 | $492K |
| Bridgewater Associates | 0.00% | Reduce -12.1% | 18,401 | $487K |
| LMR Partners LLP | 0.01% | New | 18,217 | $482K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 18,180 | $481K |
| Keystone Financial Group | 0.03% | Add +7.6% | 18,086 | $478K |
| Aigen Investment Management, LP | 0.12% | New | 17,905 | $473K |
| Caitong International Asset Management Co., Ltd | 0.09% | Add +111262.5% | 17,818 | $471K |
| SlateStone Wealth, LLC | 0.04% | Add +59.1% | 17,750 | $469K |
| M&T Bank Corp | 0.00% | Reduce -35.9% | 17,573 | $464K |
| Chico Wealth RIA | 0.28% | Reduce -0.0% | 17,556 | $464K |
| State of Alaska, Department of Revenue | 0.01% | No change | 17,501 | $462K |
| Arkadios Wealth Advisors | 0.01% | Reduce -16.4% | 17,293 | $457K |
| First Foundation Advisors | 0.02% | Reduce -0.4% | 17,200 | $455K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,895 | $447K |
| Independent Advisor Alliance | 0.00% | Reduce -8.6% | 16,780 | $444K |
| NewEdge Wealth, LLC | 0.01% | Reduce -15.4% | 16,753 | $443K |
| Sippican Capital Advisors | 0.30% | Add +3.4% | 16,745 | $443K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.3% | 16,698 | $443K |
| Bahl & Gaynor LLC | 0.00% | No change | 16,382 | $433K |
| HUB Investment Partners, LLC | 0.01% | Reduce -19.3% | 16,368 | $433K |
| Xponance LLC | 0.00% | Reduce -30.5% | 15,928 | $421K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.5% | 15,796 | $418K |
| Applied Finance Capital Management, LLC | 0.03% | New | 15,407 | $407K |
| Boston Trust Walden Corp | 0.00% | No change | 14,837 | $392K |
| Empowered Funds, LLC | 0.00% | New | 14,649 | $387K |
| Mgo One Seven LLC | 0.01% | Reduce -7.5% | 14,474 | $383K |
| MAI Capital Management | 0.00% | Add +17.3% | 14,452 | $382K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.2% | 14,300 | $378K |
| Coldstream Capital Management Inc. | 0.00% | Add +7.9% | 14,145 | $374K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -15.8% | 14,103 | $373K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -51.7% | 13,927 | $368K |
| iSAM Funds (UK) Ltd | 0.18% | New | 13,899 | $367K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -36.8% | 13,745 | $363K |
| GAMCO Investors | 0.00% | No change | 13,566 | $359K |
| Clearstead Advisors, LLC | 0.00% | Reduce -6.0% | 13,391 | $354K |
| Captrust Financial Advisors | 0.00% | Reduce -25.1% | 13,372 | $354K |
| SummitTX Capital, L.P. | 0.01% | Reduce -87.0% | 12,915 | $341K |
| Lido Advisors, LLC | 0.00% | Add +20.4% | 12,765 | $340K |
| Brooklyn Investment Group | 0.01% | Reduce -31.8% | 12,661 | $335K |
| Cardinal Point Capital Management ULC | 0.02% | Add +12.9% | 12,650 | $334K |
| Gen-Wealth Partners Inc | 0.10% | Add +7.7% | 12,535 | $331K |
| Alpine Woods Capital Investors, LLC | 0.08% | New | 12,300 | $325K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,942 | $316K |
| Atria Investments, Inc | 0.00% | Add +15.3% | 11,865 | $314K |
| American National Bank & Trust | 0.03% | Reduce -7.8% | 11,629 | $307K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -13.2% | 11,622 | $307K |
| Tran Capital Management, L.P. | 0.04% | No change | 11,575 | $306K |
| GAMMA Investing LLC | 0.01% | Reduce -2.3% | 11,454 | $303K |
| Vident Advisory, LLC | 0.00% | Add +19.1% | 11,372 | $301K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.5% | 11,359 | $300K |
| Private Trust Co. NA | 0.03% | Add +0.7% | 11,306 | $299K |
| 1832 Asset Management L.P. | 0.00% | No change | 11,257 | $298K |
| Aventura Private Wealth, LLC | 0.11% | No change | 11,236 | $297K |
| Blair William & Co. | 0.00% | Reduce -26.6% | 10,798 | $285K |
| Altfest L J & Co. Inc. | 0.03% | No change | 10,749 | $284K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +54.2% | 10,734 | $284K |
| Horizon Investments, LLC | 0.00% | Add +269.9% | 10,724 | $284K |
| Mather Group, Llc. | 0.00% | Reduce -98.0% | 10,495 | $277K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +2.7% | 10,485 | $277K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -24.5% | 10,438 | $276K |
| Mizuho Securities USA LLC | 0.01% | Reduce -19.4% | 10,330 | $273K |
| Caisse Des Depots Et Consignations | 0.00% | Reduce -29.8% | 10,301 | $272K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -30.7% | 10,226 | $270K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.2% | 10,187 | $269K |
| Norinchukin Bank, The | 0.00% | Reduce -1.9% | 10,150 | $268K |
| DNB Asset Management AS | 0.00% | Reduce -74.9% | 10,014 | $265K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -1.6% | 9,911 | $264K |
| Hartford Investment Management Co. | 0.01% | Reduce -5.4% | 9,678 | $256K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -40.8% | 9,557 | $253K |
| Advisortrust Partners, LLC | 0.10% | Reduce -13.6% | 9,482 | $251K |
| Certuity, LLC | 0.02% | Reduce -3.8% | 9,382 | $248K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -6.7% | 9,365 | $248K |
| NorthRock Partners, LLC | 0.00% | New | 9,239 | $244K |
| Ingalls & Snyder LLC | 0.01% | No change | 9,149 | $242K |
| Ancora Advisors LLC | 0.01% | No change | 9,010 | $238K |
| Aberdeen Group plc | 0.00% | Reduce -91.7% | 9,009 | $238K |
| LVM Capital Management Ltd. | 0.02% | No change | 8,905 | $235K |
| Howland Capital Management LLC | 0.01% | No change | 8,750 | $233K |
| Rockefeller Capital Management L.P. | 0.00% | Add +92.6% | 8,818 | $233K |
| Cannon Global Investment Management, LLC | 0.57% | New | 8,800 | $233K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,797 | $233K |
| Tufton Capital Management | 0.04% | New | 8,775 | $232K |
| Caitlin John, LLC | 0.14% | Add +3.4% | 8,713 | $230K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -3.3% | 8,700 | $230K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | Reduce -38.9% | 8,677 | $229K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -15.8% | 8,619 | $228K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.8% | 8,513 | $225K |
| Revisor Wealth Management LLC | 0.06% | Reduce -1.6% | 8,346 | $224K |
| HB Wealth Management, LLC | 0.00% | New | 8,429 | $223K |
| Sound Income Strategies, LLC | 0.01% | Add +41525.0% | 8,325 | $221K |
| Patton Fund Management, Inc. | 0.04% | New | 8,208 | $217K |
| Integrated Advisors Network LLC | 0.01% | Add +0.4% | 8,173 | $216K |
| New Mexico Educational Retirement Board | 0.01% | No change | 8,150 | $215K |
| Wealthfront Advisers LLC | 0.00% | Reduce -32.9% | 8,105 | $214K |
| Maryland State Retirement & Pension System | 0.00% | No change | 8,052 | $213K |
| Jones Financial Companies LLLP | 0.00% | Add +20.8% | 7,797 | $212K |
| Sawyer & Company, Inc | 0.08% | Reduce -5.6% | 7,952 | $210K |
| Kinloch Capital, LLC | 0.09% | New | 7,937 | $210K |
| Verity & Verity, LLC | 0.02% | Reduce -13.7% | 7,924 | $210K |
| Utah Retirement Systems | 0.00% | No change | 7,807 | $206K |
| Peoples Bank | 0.21% | Reduce -5.6% | 7,780 | $206K |
| Vise Technologies, Inc. | 0.00% | No change | 7,853 | $205K |
| Proactive Wealth Strategies LLC | 0.04% | New | 7,722 | $204K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.9% | 7,640 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.6% | 7,585 | $201K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -91.0% | 7,410 | $196K |
| Cwm, LLC | 0.00% | Reduce -66.3% | 7,239 | $191K |
| MUFG Securities EMEA plc | 0.00% | Reduce -3.1% | 7,005 | $185K |
| Citadel Investment Advisory, Inc. | 0.09% | No change | 6,804 | $180K |
| KBC Group NV | 0.00% | Reduce -28.6% | 6,555 | $173K |
| Brown Brothers Harriman & Co. | 0.00% | Add +76.3% | 6,290 | $166K |
| AE Wealth Management LLC | 0.00% | Add +13.7% | 6,216 | $164K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -69.4% | 6,139 | $162K |
| Smartleaf Asset Management LLC | 0.01% | Add +28352.4% | 5,975 | $160K |
| Root Financial Partners, LLC | 0.01% | Add +8.8% | 5,887 | $156K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -56.3% | 5,821 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -80.5% | 5,710 | $151K |
| Macquarie Group Ltd. | 0.00% | Reduce -63.1% | 5,637 | $149K |
| Caldwell Trust Co | 0.01% | No change | 5,455 | $144K |
| Barrett & Company, Inc. | 0.05% | No change | 5,315 | $141K |
| Versant Capital Management, Inc | 0.01% | Add +23.2% | 5,323 | $141K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -35.3% | 5,255 | $139K |
| Plato Investment Management Ltd | 0.01% | Reduce -76.0% | 5,171 | $137K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +7.8% | 4,975 | $132K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.0% | 4,809 | $127K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.9% | 4,795 | $127K |
| Mufg Securities Americas Inc. | 0.01% | Reduce -0.3% | 4,728 | $125K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.1% | 4,671 | $124K |
| Securian Asset Management, Inc. | 0.00% | Reduce -2.2% | 4,635 | $123K |
| Natixis | 0.00% | Reduce -89.8% | 4,610 | $122K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -92.8% | 4,571 | $121K |
| Danske Bank A/S | 0.00% | Reduce -91.1% | 4,460 | $118K |
| Canada Post Corp Registered Pension Plan | 0.00% | No change | 3,950 | $104K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1.5% | 3,753 | $100K |
| Lanark Financial, Inc. | 0.01% | Reduce -13.1% | 3,484 | $92K |
| STRS Ohio | 0.00% | Reduce -3.1% | 3,428 | $91K |
| Leonteq Securities AG | 0.01% | Add +48.5% | 3,187 | $84K |
| Boit C F David | 0.04% | No change | 3,039 | $80K |
| MCF Advisors LLC | 0.00% | Add +40.6% | 2,921 | $78K |
| Los Angeles Capital Management LLC | 0.00% | Add +116.0% | 2,867 | $76K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,748 | $73K |
| UMB Bank, n.a. | 0.00% | Add +3.8% | 2,594 | $69K |
| Tema ETFs LLC | 0.00% | Add +0.3% | 2,584 | $68K |
| Covestor Ltd | 0.05% | Reduce -43.1% | 2,549 | $67K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.4% | 2,498 | $66K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -6.0% | 2,480 | $66K |
| Signaturefd, LLC | 0.00% | Add +16.3% | 2,449 | $65K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 2,235 | $59K |
| Arax Advisory Partners | 0.00% | Reduce -74.2% | 2,197 | $58K |
| Allworth Financial LP | 0.00% | Reduce -42.2% | 2,088 | $55K |
| CVA Family Office, LLC | 0.01% | Add +24.3% | 2,062 | $55K |
| CX Institutional | 0.00% | New | 1,891 | $50K |
| Blue Trust, Inc. | 0.00% | Reduce -4.5% | 1,842 | $49K |
| Coastline Trust Co | 0.00% | No change | 1,751 | $46K |
| Westerkirk Capital Inc. | 0.00% | No change | 1,700 | $45K |
| Huntington National Bank | 0.00% | Reduce -39.5% | 1,697 | $45K |
| Storebrand Asset Management As | 0.00% | Reduce -24.5% | 1,657 | $44K |
| Bokf, NA | 0.00% | Add +8.3% | 1,611 | $43K |
| Curio Wealth, LLC | 0.01% | Add +0.3% | 1,576 | $42K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,571 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,368 | $36K |
| Gleason Group, Inc. | 0.00% | Add +62.2% | 1,335 | $35K |
| Quadrant Capital Group LLC | 0.00% | Reduce -90.4% | 1,251 | $33K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -19.8% | 1,196 | $32K |
| New Republic Capital, LLC | 0.01% | Reduce -40.9% | 1,167 | $31K |
| LRI Investments, LLC | 0.00% | Reduce -7.7% | 1,086 | $29K |
| Zions Bancorporation, National Association | 0.00% | Reduce -18.7% | 1,068 | $28K |
| Crewe Advisors LLC | 0.00% | Reduce -12.8% | 1,034 | $27K |
| Towne Trust Company, N.A | 0.01% | No change | 937 | $25K |
| Raiffeisen Bank International AG | 0.00% | No change | 921 | $24K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 799 | $24K |
| United Community Bank | 0.01% | New | 841 | $22K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.6% | 835 | $22K |
| Centerpoint Advisors, LLC | 0.01% | No change | 837 | $22K |
| IFP Advisors, Inc | 0.00% | Reduce -28.0% | 821 | $22K |
| BankPlus Trust Department | 0.01% | No change | 798 | $21K |
| Salem Investment Counselors Inc. | 0.00% | New | 750 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 750 | $20K |
| Napier Financial, LLC | 0.00% | New | 726 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.7% | 721 | $19K |
| Group One Trading LLC | 0.00% | Reduce -89.4% | 685 | $18K |
| Bullock Wealth Management Group | 0.01% | Add +1.7% | 650 | $17K |
| Chesapeake Asset Management LLC | 0.01% | No change | 650 | $17K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 593 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 590 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 562 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -51.7% | 532 | $14K |
| Trust Co. of Toledo NA | 0.00% | Add +1.0% | 523 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -52.9% | 506 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +361.7% | 494 | $13K |
| Hilltop National Bank | 0.00% | New | 488 | $13K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -7.5% | 483 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 481 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +32.4% | 466 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 464 | $12K |
| Rothschild Investment LLC | 0.00% | Reduce -78.3% | 442 | $12K |
| Trust Co | 0.00% | Reduce -67.7% | 415 | $11K |
| Financial Consulate, Inc. | 0.00% | Reduce -7.2% | 412 | $11K |
| PlanVest Financial, Inc | 0.01% | — | 400 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +190.5% | 398 | $11K |
| Generali Asset Management SPA SGR | 0.00% | No change | 378 | $10K |
| Essential Partners LLC | 0.00% | Add +12.8% | 344 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -25.3% | 334 | $9K |
| Kentucky Trust Co | 0.00% | No change | 317 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -19.7% | 310 | $8K |
| Westfuller Advisors, LLC | 0.00% | Reduce -40.6% | 304 | $8K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 273 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 250 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 252 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.5% | 239 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 231 | $6K |
| Manchester Capital Management LLC | 0.00% | Add +23.6% | 225 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -14.4% | 220 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -70.0% | 216 | $6K |
| Colonial Trust Advisors | 0.00% | Add +0.9% | 212 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 200 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +625.9% | 196 | $5K |
| HM Payson & Co. | 0.00% | No change | 187 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 160 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 137 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -2.0% | 147 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 147 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -63.5% | 146 | $4K |
| Spire Wealth Management | 0.00% | Reduce -74.6% | 142 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +110.9% | 135 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | New | 126 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -22.4% | 114 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 109 | $3K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 105 | $3K |
| SHP Wealth Management | 0.00% | Add +100.0% | 104 | $3K |
| Heritage Wealth Advisors | 0.00% | New | 103 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 101 | $3K |
| Kilter Group LLC | 0.00% | Add +13.6% | 92 | $2K |
| Estabrook Capital Management | 0.00% | New | 92 | $2K |
| J.Safra Asset Management Corp | 0.00% | Add +10.7% | 83 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +583.3% | 82 | $2K |
| GW&K Investment Management, LLC | 0.00% | Reduce -69.8% | 72 | $2K |
| Sachetta, LLC | 0.00% | Reduce -28.4% | 73 | $2K |
| First Horizon Corp. | 0.00% | Reduce -79.5% | 70 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 69 | $2K |
| Union Savings Bank | 0.00% | No change | 62 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +41.5% | 58 | $2K |
| Investors Research Corp | 0.00% | No change | 57 | $2K |
| SRH Advisors, LLC | 0.00% | No change | 55 | $1K |
| First Pacific Financial | 0.00% | New | 51 | $1K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Reduce -99.9% | 51 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -41.9% | 50 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +14.6% | 47 | $1K |
| Albion Financial Group | 0.00% | No change | 47 | $1K |
| Grove Bank & Trust | 0.00% | No change | 46 | $1K |
| Godsey & Gibb, Inc. | 0.00% | No change | 44 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 43 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -48.2% | 43 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 38 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -73.6% | 38 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 37 | $988 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +176.9% | 36 | $957 |
| NBT Bank, N.A. | 0.00% | New | 36 | $952 |
| Elevation Wealth Partners, LLC | 0.00% | Add +12.9% | 35 | $926 |
| Rialto Wealth Management, LLC | 0.00% | New | 35 | $926 |
| PFS Partners, LLC | 0.00% | No change | 32 | $847 |
| WPG Advisers, LLC | 0.00% | No change | 32 | $846 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 31 | $820 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +244.4% | 31 | $820 |
| Walleye Trading LLC | 0.00% | Reduce -98.9% | 30 | $793 |
| Summit Securities Group LLC | 0.00% | Reduce -89.3% | 28 | $740 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -99.5% | 26 | $699 |
| Abound Wealth Management | 0.00% | New | 26 | $688 |
| Pillar Financial Advisors, LLC | 0.00% | No change | 25 | $661 |
| SouthState Bank Corp | 0.00% | Reduce -74.7% | 24 | $635 |
| Aspect Partners, LLC | 0.00% | Add +21.1% | 23 | $608 |
| Synergy Investment Management, LLC | 0.00% | New | 22 | $582 |
| Westside Investment Management, Inc. | 0.00% | No change | 22 | $582 |
| Costello Asset Management, INC | 0.00% | No change | 19 | $514 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 19 | $503 |
| Bare Financial Services, Inc | 0.00% | Reduce -45.7% | 19 | $502 |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1800.0% | 19 | $497 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 15 | $397 |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 14 | $345 |
| Investors Portfolio Services LLC | 0.00% | New | 13 | $338 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -73.8% | 11 | $291 |
| HFM Investment Advisors, LLC | 0.00% | Add +22.2% | 11 | $291 |
| Colonial Trust Co / SC | 0.00% | Reduce -97.0% | 11 | $291 |
| City State Bank | 0.00% | No change | 10 | $264 |
| Dunhill Financial, LLC | 0.00% | Reduce -27.3% | 8 | $212 |
| WestEnd Advisors, LLC | 0.00% | No change | 7 | $185 |
| Stone House Investment Management, LLC | 0.00% | New | 7 | $185 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 5 | $132 |
| MidFirst Bank | 0.00% | New | 5 | $132 |
| Portus Wealth Advisors, LLC | 0.00% | New | 4 | $106 |
| True Wealth Design, LLC | 0.00% | Reduce -97.0% | 4 | $106 |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 4 | $106 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -83.3% | 3 | $80 |
| Rakuten Securities, Inc. | 0.00% | Add +200.0% | 3 | $79 |
| Activest Wealth Management | 0.00% | New | 1 | $26 |
| Acadian Asset Management LLC | 0.00% | No change | 1 | $0 |
| Penserra Capital Management LLC | 0.00% | No change | 27 | $0 |
| Avion Wealth | 0.00% | Reduce -58.5% | 22 | $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.