Brown-Forman Corp. Class BBF.B
13F holders, Q2 2026 (June 30)596holders +15
86new positions
75sold out
13famous investors
$26.64avg. 13F price*
At the end of Q2 2026, 596 institutions reported holding Brown-Forman Corp. Class B (BF.B) in their 13F filings, up 15 from Q1 2026. 86 opened new positions and 75 sold out. The largest holders were Vanguard Capital Management LLC ($389.0M), Vanguard Portfolio Management LLC ($357.0M) and FMR LLC ($335.2M). 13 famous investors held it, including Tom Russo (0.2% of Gardner Russo & Quinn's portfolio), Jeremy Grantham (0.1% of GMO'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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $132.3M |
| Exits | 75 | $151.8M |
All 13F filers, Q1 2026 → Q2 2026: 17,746,257 shares bought and 22,778,749 shares sold, net −5,032,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Vanguard Capital Management LLC | 0.01% | Reduce -0.5% | 14,597,902 | $389.0M |
| Vanguard Portfolio Management LLC | 0.02% | Add +0.5% | 13,396,435 | $357.0M |
| FMR LLC | 0.01% | Reduce -1.6% | 12,577,525 | $335.2M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 12,159,629 | $324.1M |
| Van Eck Associates Corp. | 0.20% | Reduce -2.1% | 12,095,293 | $322.3M |
| State Street Corp. | 0.01% | Reduce -2.5% | 9,748,553 | $262.1M |
| Invesco Ltd. | 0.02% | Reduce -4.6% | 8,559,478 | $228.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +15.4% | 7,395,364 | $197.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +49.1% | 7,048,225 | $187.9M |
| ProShare Advisors LLC | 0.22% | Reduce -5.5% | 5,658,686 | $150.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 5,501,201 | $146.4M |
| Massachusetts Financial Services Co. | 0.03% | Add +1.1% | 3,530,345 | $94.1M |
| Morgan Stanley | 0.00% | Reduce -12.7% | 3,470,795 | $92.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 2,829,659 | $75.4M |
| Equity Investment Corp. | 1.32% | Add +6.9% | 2,590,913 | $69.0M |
| Black Creek Investment Management Inc. | 3.68% | Reduce -53.3% | 2,457,810 | $65.5M |
| Bank of America Corp. | 0.00% | Reduce -37.6% | 2,329,276 | $62.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 2,116,924 | $56.4M |
| UBS Group AG | 0.01% | Reduce -30.6% | 2,105,843 | $56.1M |
| Wellington Management Group LLP | 0.01% | Reduce -12.5% | 2,045,650 | $54.5M |
| Ruffer LLP | 1.82% | Reduce -29.3% | 1,931,956 | $51.4M |
| Vest Financial, LLC | 0.47% | Reduce -8.6% | 1,688,989 | $45.0M |
| GMO | 0.10% | Add +15.8% | 1,666,644 | $44.4M |
| Northern Trust Corp. | 0.00% | Reduce -6.4% | 1,585,516 | $42.3M |
| Pureheart Capital Pte Ltd. | 17.34% | — | 1,442,248 | $38.4M |
| FIL Ltd | 0.03% | Add +22.2% | 1,388,235 | $37.0M |
| J. Safra Sarasin Holding AG | 0.53% | Reduce -1.1% | 1,570,661 | $36.8M |
| Lindsell Train Ltd | 1.40% | Reduce -12.5% | 1,379,324 | $36.8M |
| Nomura Asset Management Co. Ltd. | 0.07% | Reduce -4.9% | 1,297,920 | $34.6M |
| Norges Bank | 0.00% | — | 1,293,650 | $34.5M |
| Millennium Management | 0.02% | New | 1,214,645 | $32.4M |
| Quantinno Capital Management LP | 0.04% | Add +295.0% | 1,179,906 | $31.4M |
| Deutsche Bank AG | 0.01% | Reduce -34.9% | 1,164,991 | $31.0M |
| Confluence Investment Management LLC | 0.48% | Reduce -6.9% | 1,152,060 | $30.7M |
| HRT Financial LP | 0.06% | Add +98.2% | 1,136,780 | $30.3M |
| Old Republic International Corp. | 1.11% | No change | 1,103,400 | $29.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +2143.5% | 1,104,010 | $29.4M |
| Wells Fargo & Company | 0.01% | Reduce -9.1% | 1,097,622 | $29.3M |
| Point72 Asset Management | 0.05% | Reduce -41.0% | 1,089,873 | $29.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -1.7% | 1,024,477 | $27.3M |
| First Trust Advisors LP | 0.02% | Add +83.1% | 1,013,630 | $27.0M |
| Thompson Siegel & Walmsley LLC | 0.48% | Reduce -4.8% | 1,008,726 | $26.9M |
| Eubel Brady & Suttman Asset Management Inc. | 3.29% | Reduce -0.7% | 970,867 | $25.9M |
| Citigroup Inc. | 0.01% | Add +48.2% | 949,845 | $25.3M |
| D. E. Shaw & Co. | 0.02% | Reduce -39.8% | 909,566 | $24.2M |
| Gotham Asset Management | 0.05% | Add +506.0% | 876,521 | $23.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -11.2% | 742,400 | $19.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.5% | 649,703 | $18.4M |
| State of Wisconsin Investment Board | 0.04% | Add +55.5% | 685,755 | $18.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 648,252 | $17.3M |
| Cerity Partners LLC | 0.02% | Reduce -1.8% | 647,224 | $17.2M |
| Gardner Russo & Quinn | 0.19% | Reduce -3.1% | 639,282 | $17.0M |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 635,391 | $16.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.0% | 627,953 | $16.7M |
| Cibc World Market Inc. | 0.03% | Add +889.7% | 595,004 | $15.9M |
| Nuveen, LLC | 0.00% | Add +25.9% | 575,622 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +18.8% | 562,416 | $15.0M |
| CIBC Bancorp USA Inc. | 0.02% | Add +422.7% | 560,393 | $14.9M |
| Tudor Investment Corporation | 0.06% | New | 516,256 | $13.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.4% | 514,691 | $13.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -26.3% | 510,006 | $13.6M |
| Markel Group | 0.10% | No change | 474,187 | $12.6M |
| Glenview Trust Co | 0.17% | Reduce -1.2% | 470,354 | $12.5M |
| Bronte Capital Management Pty Ltd. | 1.39% | New | 464,313 | $12.4M |
| Rhumbline Advisers | 0.01% | Add +3.4% | 459,849 | $12.3M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 456,229 | $12.2M |
| Grace & White Inc. | 1.89% | No change | 442,148 | $11.8M |
| Rbo & Co. LLC | 1.73% | Reduce -4.0% | 407,498 | $10.9M |
| ExodusPoint Capital Management, LP | 0.10% | Add +449.9% | 405,434 | $10.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 396,887 | $10.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.9% | 392,698 | $10.5M |
| BNP Paribas Financial Markets | 0.01% | Add +29.4% | 380,309 | $10.1M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.30% | New | 379,813 | $10.1M |
| HSBC Holdings PLC | 0.00% | Add +61.7% | 366,835 | $9.9M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.1% | 349,553 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | New | 345,901 | $9.2M |
| Swiss National Bank | 0.00% | Reduce -4.3% | 334,918 | $8.9M |
| ICICI Prudential Asset Management Co Ltd | 0.95% | Reduce -10.5% | 324,500 | $8.6M |
| Barclays PLC | 0.00% | Reduce -36.4% | 323,931 | $8.6M |
| SG Americas Securities, LLC | 0.00% | Add +125.5% | 314,211 | $8.4M |
| Corient Private Wealth LP | 0.01% | Add +1198.2% | 296,800 | $7.9M |
| Moran Wealth Management, LLC | 0.21% | Add +6.8% | 286,003 | $7.6M |
| Creative Planning | 0.00% | Add +37.8% | 285,804 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -13.3% | 273,871 | $7.3M |
| Morningstar Investment Management LLC | 0.43% | No change | 266,577 | $7.0M |
| Gateway Investment Advisers LLC | 0.07% | Add +29.0% | 262,902 | $7.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.5% | 259,708 | $6.9M |
| Philip James Wealth Mangement, LLC | 0.80% | Add +46.9% | 259,241 | $6.9M |
| American Century Companies Inc. | 0.00% | Reduce -1.4% | 251,621 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +59.1% | 250,145 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -14.8% | 249,417 | $6.6M |
| Jump Financial, LLC | 0.06% | New | 247,839 | $6.6M |
| AQR Capital Management | 0.00% | Add +31.7% | 238,779 | $6.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -8.5% | 225,675 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +25.8% | 223,068 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 208,815 | $5.6M |
| Yousif Capital Management, LLC | 0.06% | Reduce -3.2% | 207,814 | $5.5M |
| Franklin Resources Inc. | 0.00% | Add +264.7% | 205,498 | $5.5M |
| Banyan Capital Management, Inc. | 2.16% | Reduce -4.9% | 186,621 | $5.0M |
| Guggenheim Capital LLC | 0.03% | Reduce -21.9% | 185,466 | $4.9M |
| HighTower Advisors, LLC | 0.00% | Add +64.9% | 185,168 | $4.9M |
| Capula Management Ltd | 0.02% | New | 182,929 | $4.9M |
| APG Asset Management N.V. | 0.01% | Add +38.3% | 208,323 | $4.9M |
| Douglass Winthrop Advisors, LLC | 0.08% | Reduce -1.2% | 178,823 | $4.8M |
| Benjamin Edwards Inc. | 0.04% | Reduce -4.8% | 173,479 | $4.6M |
| Hillman Capital Management, Inc. | 3.33% | Reduce -2.2% | 172,514 | $4.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.3% | 172,050 | $4.6M |
| Monaco Asset Management SAM | 1.73% | Reduce -39.5% | 170,000 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.0% | 167,984 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +84.8% | 162,071 | $4.3M |
| Black Cypress Capital Management, LLC | 2.89% | Reduce -5.0% | 161,988 | $4.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.3% | 159,307 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +3.5% | 154,783 | $4.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -1.6% | 150,032 | $4.0M |
| CastleKnight Management LP | 0.14% | New | 148,000 | $3.9M |
| National Bank of Canada | 0.00% | Add +94.4% | 143,369 | $3.8M |
| Whittier Trust Co. | 0.04% | Add +4.7% | 145,460 | $3.7M |
| Natixis | 0.02% | Add +2933.0% | 139,821 | $3.7M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | Add +0.6% | 139,764 | $3.7M |
| Amundi | 0.00% | Add +31.9% | 136,846 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -94.9% | 131,865 | $3.5M |
| Tobam | 0.83% | Add +308.9% | 129,021 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -10.9% | 127,371 | $3.4M |
| TCV Trust & Wealth Management, Inc. | 0.25% | No change | 124,520 | $3.3M |
| Hudson Bay Capital Management LP | 0.02% | New | 123,021 | $3.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +21.8% | 119,187 | $3.2M |
| Algert Global LLC | 0.04% | Add +380.2% | 117,930 | $3.1M |
| Virtu Financial LLC | 0.10% | New | 116,744 | $3.1M |
| Credit Industriel Et Commercial | 0.57% | New | 116,122 | $3.1M |
| Maverick Capital | 0.03% | New | 114,286 | $3.0M |
| Marshall Wace, LLP | 0.00% | Reduce -60.3% | 113,746 | $3.0M |
| Ally Financial Inc. | 0.39% | No change | 113,000 | $3.0M |
| Engineers Gate Manager LP | 0.04% | Reduce -27.3% | 111,002 | $3.0M |
| Pacific Capital Partners Ltd | 2.55% | No change | 110,464 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +10.8% | 110,084 | $2.9M |
| Brown Advisory Inc. | 0.00% | Reduce -4.3% | 108,819 | $2.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -26.4% | 107,012 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +13.8% | 106,985 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -21.2% | 105,075 | $2.8M |
| Parthenon LLC | 0.29% | No change | 105,035 | $2.8M |
| Regal Investment Advisors LLC | 0.14% | Reduce -1.9% | 98,638 | $2.6M |
| Capstone Investment Advisors, LLC | 0.02% | Add +118.3% | 95,339 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7.1% | 92,034 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -1.0% | 90,543 | $2.4M |
| Bridgewater Associates | 0.01% | Add +391.9% | 90,524 | $2.4M |
| Sprucegrove Investment Management Ltd. | 0.37% | Reduce -46.1% | 89,100 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 86,390 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.5% | 86,038 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.7% | 84,254 | $2.3M |
| &partners | 0.01% | Add +86.5% | 84,942 | $2.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -3.3% | 83,952 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -3.9% | 79,085 | $2.1M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.9% | 77,885 | $2.1M |
| Empowered Funds, LLC | 0.01% | Add +422.5% | 76,544 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -1.0% | 72,871 | $2.0M |
| Jupiter Topco LLC | 0.00% | — | 71,486 | $1.9M |
| Callahan Advisors, LLC | 0.14% | No change | 71,249 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.7% | 71,145 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +50.9% | 69,739 | $1.9M |
| Rathbones Group PLC | 0.01% | Reduce -2.0% | 68,191 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +3.0% | 68,120 | $1.8M |
| Chancellor Financial Group WB LP | 1.12% | Add +0.0% | 67,668 | $1.8M |
| Horizon Investments, LLC | 0.02% | Add +20.2% | 12,895 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -0.7% | 64,744 | $1.7M |
| Axq Capital, LP | 0.19% | New | 64,445 | $1.7M |
| Fifth Third Bancorp | 0.00% | Reduce -6.6% | 64,355 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +165.3% | 62,876 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.9% | 62,609 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.51% | Reduce -0.1% | 60,258 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +8.7% | 60,277 | $1.6M |
| Berkshire Asset Management LLC | 0.06% | No change | 59,140 | $1.6M |
| Lafayette Investments, Inc. | 0.28% | Reduce -7.6% | 56,539 | $1.5M |
| Quantbot Technologies LP | 0.06% | Add +49.8% | 56,032 | $1.5M |
| Amica Mutual Insurance Co. | 0.12% | Reduce -4.3% | 55,868 | $1.5M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 56,415 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -3.6% | 55,272 | $1.5M |
| Jain Global LLC | 0.02% | New | 55,133 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -86.8% | 53,620 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -1.9% | 53,448 | $1.4M |
| Hendley & Co. Inc. | 0.50% | Add +66.7% | 53,445 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +41.3% | 52,840 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.9% | 52,734 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.5% | 53,058 | $1.4M |
| Nomura Holdings Inc. | 0.01% | New | 51,847 | $1.4M |
| Harvey Investment Co. LLC | 0.15% | No change | 51,092 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -16.9% | 48,420 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.09% | New | 48,330 | $1.3M |
| Public Sector Pension Investment Board | 0.00% | Reduce -1.2% | 48,038 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.5% | 47,809 | $1.3M |
| Czech National Bank | 0.01% | Add +3.0% | 47,919 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +271.4% | 47,410 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +230.6% | 47,270 | $1.3M |
| Credit Agricole S A | 0.00% | New | 46,881 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.08% | New | 46,390 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +35.9% | 46,170 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -5.2% | 46,053 | $1.2M |
| Basepoint Wealth LLC | 0.70% | Add +127.5% | 46,012 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +38.4% | 45,823 | $1.2M |
| Havemeyer Place LP | 0.12% | New | 44,603 | $1.2M |
| Marshall Financial Group, LLC | 0.17% | Add +20.9% | 43,846 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +71.1% | 43,395 | $1.2M |
| Fruth Investment Management | 0.27% | No change | 43,284 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -3.6% | 43,081 | $1.1M |
| Assenagon Asset Management S.A. | 0.00% | Add +33.6% | 42,097 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -2.7% | 41,956 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.9% | 41,255 | $1.1M |
| Scotia Capital Inc. | 0.00% | Add +1.5% | 41,122 | $1.1M |
| Quantitative Investment Management, LLC | 0.12% | New | 40,437 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -23.9% | 39,795 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Add +25.8% | 39,498 | $1.1M |
| Barlow Wealth Partners, LLC | 0.11% | Reduce -0.1% | 40,023 | $1.0M |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.8% | 37,959 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -4.3% | 37,728 | $1.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +83.2% | 37,640 | $1.0M |
| Beacon Investment Advisory Services, Inc. | 0.04% | No change | 37,289 | $994K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -6.6% | 37,184 | $991K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.7% | 36,253 | $966K |
| Ethic Inc. | 0.01% | New | 35,836 | $955K |
| Schulhoff & Co. Inc. | 0.38% | Add +0.0% | 35,365 | $942K |
| Retirement Systems of Alabama | 0.00% | Reduce -2.5% | 35,365 | $942K |
| Bank of Nova Scotia | 0.00% | New | 35,341 | $942K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +24.4% | 35,304 | $941K |
| Entropy Technologies, LP | 0.04% | Reduce -51.8% | 34,371 | $916K |
| Marathon Capital Management | 0.19% | Add +5.9% | 34,329 | $915K |
| Pitcairn Wealth Advisors LLC | 0.10% | Reduce -0.3% | 34,136 | $910K |
| Gsa Capital Partners LLP | 0.06% | New | 33,973 | $905K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -18.4% | 33,938 | $904K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.8% | 32,872 | $876K |
| Assetmark, Inc. | 0.00% | Add +33.1% | 32,825 | $875K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +4.4% | 31,615 | $843K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 31,026 | $827K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | No change | 30,970 | $825K |
| MML Investors Services, LLC | 0.00% | Add +54.7% | 30,788 | $821K |
| Voya Investment Management LLC | 0.00% | Reduce -2.9% | 30,782 | $820K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 30,756 | $820K |
| ICW Investment Advisors LLC | 0.29% | Reduce -1.6% | 30,572 | $815K |
| Empirical Finance, LLC | 0.03% | New | 29,615 | $789K |
| Sei Investments Co. | 0.00% | Reduce -23.7% | 29,601 | $789K |
| Wedbush Securities Inc. | 0.02% | Add +3.9% | 29,583 | $788K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.5% | 29,132 | $783K |
| Jefferies Financial Group Inc. | 0.01% | Add +34.6% | 28,797 | $767K |
| Atlas Brown,Inc. | 0.21% | Add +1.7% | 28,713 | $765K |
| Rowlandmiller & Partners.adv | 0.14% | Reduce -0.6% | 28,456 | $758K |
| Toronto Dominion Bank | 0.00% | Reduce -1.3% | 28,089 | $749K |
| Amalgamated Bank | 0.01% | Reduce -8.0% | 27,692 | $738K |
| Parvin Asset Management, LLC | 0.59% | Reduce -3.1% | 27,650 | $737K |
| NEOS Investment Management LLC | 0.00% | Add +10.3% | 27,576 | $735K |
| HUB Investment Partners, LLC | 0.01% | Add +68.3% | 27,556 | $734K |
| Wendell David Associates Inc. | 0.08% | Reduce -9.4% | 27,150 | $724K |
| Woodline Partners LP | 0.00% | Add +1.3% | 27,160 | $724K |
| TD Asset Management Inc | 0.00% | Reduce -10.1% | 26,942 | $718K |
| Equitable Trust Co. | 0.03% | No change | 26,417 | $704K |
| Allstate Corp. | 0.01% | Add +1.9% | 26,034 | $694K |
| Kiker Wealth Management, LLC | 0.26% | Add +3.4% | 25,216 | $672K |
| Daymark Wealth Partners, LLC | 0.02% | Add +9.3% | 24,959 | $665K |
| Northstar Group, Inc. | 0.09% | Reduce -1.8% | 24,507 | $653K |
| Simmons Bank | 0.04% | No change | 24,489 | $653K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -77.3% | 24,458 | $652K |
| J. Stern & Co. LLP | 0.06% | Reduce -4.1% | 24,439 | $651K |
| Clearstead Advisors, LLC | 0.01% | Add +82.1% | 24,391 | $650K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.4% | 24,247 | $646K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.5% | 23,644 | $630K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.1% | 23,587 | $629K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 23,525 | $627K |
| Larson Financial Group LLC | 0.02% | Add +15.8% | 23,442 | $625K |
| New York Life Investment Management LLC | 0.00% | Reduce -1.2% | 23,137 | $617K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -39.2% | 22,920 | $611K |
| Endure Capital Management, LLC | 0.39% | Reduce -13.1% | 22,600 | $602K |
| Kentucky Farm Bureau Mutual Insurance Co | 0.16% | No change | 22,000 | $586K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.18% | Reduce -18.5% | 21,576 | $575K |
| Probity Advisors, Inc. | 0.08% | Add +10.2% | 21,462 | $572K |
| denkapparat Operations GmbH | 0.19% | New | 21,438 | $571K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -73.6% | 20,595 | $571K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 21,372 | $570K |
| Global X Japan Co., Ltd. | 0.02% | Reduce -2.4% | 21,325 | $568K |
| Rakuten Investment Management, Inc. | 0.00% | Add +5.5% | 20,061 | $556K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +5.6% | 20,709 | $552K |
| ING Groep NV | 0.00% | New | 20,699 | $552K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.9% | 19,943 | $531K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 19,874 | $530K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 19,840 | $529K |
| Truist Financial Corp. | 0.00% | Reduce -5.0% | 19,537 | $521K |
| WINTON GROUP Ltd | 0.02% | New | 19,520 | $520K |
| XTX Topco Ltd | 0.01% | Reduce -49.0% | 19,397 | $517K |
| DAVENPORT & Co LLC | 0.00% | Add +127.6% | 19,376 | $516K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -69.5% | 19,040 | $507K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -10.6% | 18,907 | $504K |
| Longfellow Investment Management Co. LLC | 0.10% | No change | 18,623 | $496K |
| MPS Loria Financial Planners, LLC | 0.11% | No change | 18,590 | $495K |
| Independence Bank of Kentucky | 0.06% | Reduce -2.3% | 18,544 | $494K |
| NewEdge Wealth, LLC | 0.01% | Add +10.5% | 18,511 | $493K |
| Keystone Financial Group | 0.03% | Add +0.9% | 18,256 | $487K |
| SlateStone Wealth, LLC | 0.04% | Add +2.3% | 18,150 | $484K |
| Stephens Inc. | 0.01% | Reduce -11.4% | 18,126 | $483K |
| Arkadios Wealth Advisors | 0.01% | Add +4.8% | 18,125 | $483K |
| Independent Advisor Alliance | 0.01% | Add +7.9% | 18,099 | $482K |
| Chico Wealth RIA | 0.24% | Add +0.2% | 17,588 | $469K |
| First Foundation Advisors | 0.02% | Reduce -0.1% | 17,178 | $458K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -6.3% | 17,027 | $454K |
| Sippican Capital Advisors | 0.27% | Add +0.9% | 16,895 | $450K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,895 | $450K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.1% | 17,385 | $449K |
| M&T Bank Corp | 0.00% | Reduce -5.5% | 16,606 | $443K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -5.7% | 16,496 | $439K |
| Woodmont Investment Counsel LLC | 0.02% | New | 15,916 | $424K |
| Bahl & Gaynor LLC | 0.00% | Reduce -3.9% | 15,737 | $419K |
| Heritage Investors Management Corp. | 0.01% | Reduce -16.7% | 15,705 | $419K |
| Atria Investments, Inc | 0.00% | Add +30.6% | 15,496 | $413K |
| Xponance LLC | 0.00% | Reduce -3.9% | 15,307 | $408K |
| Captrust Financial Advisors | 0.00% | Add +13.7% | 15,206 | $405K |
| Rafferty Asset Management, LLC | 0.00% | Add +47.0% | 15,035 | $401K |
| Mgo One Seven LLC | 0.01% | Add +1.8% | 14,735 | $393K |
| GAMMA Investing LLC | 0.01% | Add +28.6% | 14,728 | $393K |
| Certuity, LLC | 0.02% | Add +56.3% | 14,667 | $391K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.6% | 14,564 | $388K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -34.3% | 14,408 | $384K |
| Boston Trust Walden Corp | 0.00% | Reduce -3.1% | 14,382 | $383K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 14,103 | $376K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -3.6% | 13,641 | $364K |
| GAMCO Investors | 0.00% | No change | 13,566 | $362K |
| MAI Capital Management | 0.00% | Reduce -6.3% | 13,540 | $361K |
| Atom Investors LP | 0.03% | New | 13,486 | $359K |
| IFG Advisory, LLC | 0.01% | New | 13,366 | $356K |
| Machina Capital S.A.S. | 0.06% | Reduce -65.9% | 13,350 | $356K |
| Two Sigma Securities, LLC | 0.03% | New | 13,317 | $355K |
| Mizuho Securities USA LLC | 0.01% | Add +27.6% | 13,180 | $351K |
| Cardinal Point Capital Management ULC | 0.02% | Add +1.8% | 12,875 | $343K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.8% | 12,815 | $342K |
| Blair William & Co. | 0.00% | Add +17.7% | 12,713 | $339K |
| Park Avenue Securities LLC | 0.00% | New | 12,693 | $338K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 12,649 | $337K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 12,435 | $331K |
| Balyasny Asset Management L.P. | 0.00% | New | 11,805 | $315K |
| Ossiam | 0.00% | New | 11,781 | $314K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -78.6% | 11,620 | $310K |
| Tran Capital Management, L.P. | 0.04% | No change | 11,575 | $308K |
| Syon Capital LLC | 0.01% | New | 11,406 | $304K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -1.9% | 11,403 | $304K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -9.2% | 11,382 | $303K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 11,359 | $303K |
| Private Trust Co. NA | 0.02% | Add +0.1% | 11,312 | $301K |
| 1832 Asset Management L.P. | 0.00% | No change | 11,257 | $300K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 11,200 | $298K |
| Cresset Asset Management, LLC | 0.00% | Reduce -49.2% | 11,092 | $298K |
| American National Bank & Trust | 0.03% | Reduce -4.4% | 11,122 | $296K |
| Arax Advisory Partners | 0.00% | Add +400.1% | 10,986 | $293K |
| Jones Financial Companies LLLP | 0.00% | Add +32.7% | 10,344 | $289K |
| Altfest L J & Co. Inc. | 0.03% | No change | 10,749 | $286K |
| Optas, LLC | 0.04% | New | 10,712 | $285K |
| CX Institutional | 0.01% | Add +460.8% | 10,605 | $283K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -1.9% | 10,525 | $280K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -0.6% | 10,381 | $277K |
| Wbi Investments, LLC | 0.07% | New | 10,011 | $267K |
| One68 Global Capital, LLC | 0.56% | New | 10,000 | $267K |
| Advisortrust Partners, LLC | 0.09% | Add +5.4% | 9,994 | $266K |
| Aigen Investment Management, LP | 0.07% | Reduce -44.4% | 9,960 | $265K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 9,921 | $264K |
| Anchyra Partners LLC | 0.06% | New | 9,901 | $264K |
| Wealthfront Advisers LLC | 0.00% | Add +20.7% | 9,781 | $261K |
| Frec Markets, Inc. | 0.02% | New | 9,772 | $260K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -37.0% | 9,705 | $259K |
| Chicago Partners Investment Group LLC | 0.01% | New | 9,937 | $255K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -4.8% | 9,438 | $254K |
| New Wave Wealth Advisors LLC | 0.07% | New | 9,346 | $251K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 9,365 | $250K |
| Norinchukin Bank, The | 0.00% | Reduce -8.0% | 9,337 | $249K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -41.2% | 9,286 | $247K |
| Hartford Investment Management Co. | 0.01% | Reduce -4.2% | 9,273 | $247K |
| AlphaCore Capital LLC | 0.00% | New | 9,160 | $244K |
| Kentucky Retirement Systems | 0.01% | Reduce -32.4% | 9,049 | $241K |
| Revisor Wealth Management LLC | 0.06% | Add +7.1% | 8,935 | $240K |
| Indivisible Partners | 0.01% | New | 8,900 | $237K |
| LVM Capital Management Ltd. | 0.02% | No change | 8,905 | $237K |
| Symmetry Partners, LLC | 0.01% | New | 8,858 | $236K |
| Howland Capital Management LLC | 0.01% | No change | 8,750 | $235K |
| Kera Capital Partners, Inc. | 0.02% | New | 8,824 | $235K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.8% | 8,796 | $234K |
| Vident Advisory, LLC | 0.00% | Reduce -23.1% | 8,739 | $233K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 8,677 | $231K |
| Destiny Wealth Partners, LLC | 0.03% | Add +1254.9% | 7,994 | $230K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -1.1% | 8,600 | $229K |
| Perigon Wealth Management, LLC | 0.00% | New | 8,587 | $229K |
| New Mexico Educational Retirement Board | 0.01% | Add +4.9% | 8,550 | $228K |
| Squarepoint Ops LLC | 0.00% | New | 8,528 | $227K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -29.3% | 8,438 | $225K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 8,355 | $223K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.9% | 8,350 | $223K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -5.6% | 8,305 | $221K |
| Vise Technologies, Inc. | 0.00% | Add +5.0% | 8,243 | $220K |
| DNB Asset Management AS | 0.00% | Reduce -19.5% | 8,063 | $215K |
| Maryland State Retirement & Pension System | 0.00% | No change | 8,052 | $215K |
| Tufton Capital Management | 0.04% | Reduce -8.3% | 8,051 | $214K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.2% | 8,007 | $213K |
| Alpine Woods Capital Investors, LLC | 0.05% | Reduce -35.0% | 8,000 | $213K |
| Asset Management One Co., Ltd. | 0.00% | Add +7.9% | 7,993 | $213K |
| Sawyer & Company, Inc | 0.07% | No change | 7,952 | $212K |
| Kinloch Capital, LLC | 0.08% | No change | 7,937 | $212K |
| Allianz Asset Management GmbH | 0.00% | New | 7,913 | $211K |
| Crestwood Advisors Group, LLC | 0.00% | New | 7,911 | $211K |
| Peoples Bank | 0.20% | Add +0.6% | 7,830 | $209K |
| iSAM Funds (UK) Ltd | 0.15% | Reduce -43.9% | 7,800 | $208K |
| Proactive Wealth Strategies LLC | 0.03% | Add +0.9% | 7,790 | $208K |
| Hantz Financial Services, Inc. | 0.00% | Add +32.5% | 7,713 | $206K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 7,656 | $204K |
| Macquarie Group Ltd. | 0.00% | Add +35.1% | 7,617 | $203K |
| GSG Advisors LLC | 0.04% | New | 7,546 | $201K |
| Ancora Advisors LLC | 0.00% | Reduce -16.3% | 7,539 | $201K |
| KBC Group NV | 0.00% | Add +14.2% | 7,487 | $200K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.2% | 7,272 | $194K |
| Mather Group, Llc. | 0.00% | Reduce -34.8% | 6,844 | $182K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.5% | 6,825 | $182K |
| Citadel Investment Advisory, Inc. | 0.08% | No change | 6,804 | $181K |
| MUFG Securities EMEA plc | 0.00% | Reduce -4.5% | 6,691 | $178K |
| Versant Capital Management, Inc | 0.02% | Add +25.1% | 6,659 | $177K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,975 | $166K |
| Wellington-Altus USA Inc. | 0.11% | New | 6,000 | $159K |
| Parallel Advisors, LLC | 0.00% | Add +23.1% | 5,904 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 5,774 | $154K |
| Aventura Private Wealth, LLC | 0.05% | Reduce -49.7% | 5,654 | $151K |
| Nykredit A/S | 0.00% | — | 5,510 | $147K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | New | 5,397 | $144K |
| Barrett & Company, Inc. | 0.04% | No change | 5,315 | $143K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +7.0% | 5,324 | $143K |
| Mufg Securities Americas Inc. | 0.01% | Add +7.3% | 5,071 | $135K |
| Trust Co. of Vermont | 0.00% | — | 4,950 | $132K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.6% | 4,791 | $128K |
| Securian Asset Management, Inc. | 0.00% | Reduce -2.2% | 4,535 | $116K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -52.2% | 4,216 | $112K |
| Sterling Capital Management LLC | 0.00% | Reduce -17.6% | 3,960 | $106K |
| Canada Post Corp Registered Pension Plan | 0.00% | No change | 3,950 | $105K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.3% | 3,741 | $97K |
| Group One Trading LLC | 0.00% | Add +425.6% | 3,600 | $96K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -23.6% | 3,493 | $93K |
| Caldwell Trust Co | 0.01% | Reduce -36.7% | 3,455 | $92K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.7% | 3,425 | $91K |
| Huntington National Bank | 0.00% | Add +86.7% | 3,168 | $84K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -42.9% | 3,003 | $80K |
| MCF Advisors LLC | 0.00% | No change | 2,921 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.7% | 2,841 | $76K |
| STRS Ohio | 0.00% | Reduce -17.2% | 2,837 | $76K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,748 | $73K |
| Tema ETFs LLC | 0.00% | Add +5.6% | 2,729 | $73K |
| Signaturefd, LLC | 0.00% | Add +2.1% | 2,500 | $67K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -1.0% | 2,455 | $65K |
| Walleye Capital LLC | 0.00% | New | 2,374 | $63K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 2,235 | $60K |
| Federated Hermes, Inc. | 0.00% | Add +166.5% | 2,225 | $59K |
| Rothschild Investment LLC | 0.00% | Add +346.8% | 1,975 | $53K |
| Bokf, NA | 0.00% | Add +22.0% | 1,966 | $52K |
| SJS Investment Consulting Inc. | 0.01% | Add +808.3% | 1,962 | $52K |
| Allworth Financial LP | 0.00% | Reduce -9.5% | 1,889 | $50K |
| Blue Trust, Inc. | 0.00% | Reduce -2.6% | 1,794 | $48K |
| Covestor Ltd | 0.03% | Reduce -31.0% | 1,759 | $47K |
| Global Retirement Partners, LLC | 0.00% | — | 1,754 | $47K |
| Leonteq Securities AG | 0.00% | Reduce -46.3% | 1,710 | $46K |
| UMB Bank, n.a. | 0.00% | Reduce -35.1% | 1,683 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,571 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,368 | $36K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -53.7% | 1,327 | $35K |
| Zions Bancorporation, National Association | 0.00% | Add +0.5% | 1,073 | $29K |
| Crewe Advisors LLC | 0.00% | No change | 1,034 | $28K |
| Essential Partners LLC | 0.01% | Add +196.8% | 1,021 | $27K |
| Quent Capital, LLC | 0.00% | Add +191.0% | 972 | $26K |
| Towne Trust Company, N.A | 0.01% | No change | 937 | $25K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 937 | $25K |
| Raiffeisen Bank International AG | 0.00% | No change | 921 | $25K |
| Gleason Group, Inc. | 0.00% | Reduce -37.3% | 837 | $22K |
| Centerpoint Advisors, LLC | 0.01% | No change | 837 | $22K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 799 | $21K |
| BankPlus Trust Department | 0.01% | No change | 798 | $21K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $20K |
| First Bancorp, Inc | 0.01% | New | 750 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 750 | $20K |
| Napier Financial, LLC | 0.00% | Reduce -2.9% | 705 | $19K |
| Chesapeake Asset Management LLC | 0.01% | No change | 650 | $17K |
| Bullock Wealth Management Group | 0.01% | Add +0.8% | 655 | $17K |
| Evelyn Partners Group Ltd | 0.00% | — | 611 | $16K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -5.4% | 561 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 562 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -26.1% | 533 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 532 | $14K |
| Trust Co. of Toledo NA | 0.00% | Reduce -1.0% | 518 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 494 | $13K |
| Hilltop National Bank | 0.00% | No change | 488 | $13K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -5.0% | 459 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -16.0% | 425 | $11K |
| Trust Co | 0.00% | No change | 415 | $11K |
| Financial Consulate, Inc. | 0.00% | No change | 412 | $11K |
| PlanVest Financial, Inc | 0.01% | No change | 400 | $11K |
| CVA Family Office, LLC | 0.00% | Reduce -81.3% | 386 | $10K |
| Generali Asset Management SPA SGR | 0.00% | No change | 378 | $10K |
| Westfuller Advisors, LLC | 0.00% | Add +12.5% | 342 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -59.9% | 329 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -30.5% | 324 | $9K |
| Kentucky Trust Co | 0.00% | No change | 317 | $8K |
| Aspect Partners, LLC | 0.00% | Add +1278.3% | 317 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +190.5% | 305 | $8K |
| Spire Wealth Management | 0.00% | Add +99.3% | 283 | $8K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | New | 273 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 273 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 250 | $7K |
| Manchester Capital Management LLC | 0.00% | Add +7.1% | 241 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -48.5% | 239 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 234 | $6K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.9% | 232 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 231 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 220 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 220 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.8% | 217 | $6K |
| Colonial Trust Advisors | 0.00% | Add +0.9% | 214 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -32.3% | 210 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 200 | $5K |
| Buck Wealth Strategies, LLC | 0.00% | New | 200 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 197 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +30.1% | 190 | $5K |
| HM Payson & Co. | 0.00% | No change | 187 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 182 | $5K |
| True Wealth Design, LLC | 0.00% | Add +4075.0% | 167 | $4K |
| Bellevue Asset Management, LLC | 0.00% | New | 161 | $4K |
| 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% | No change | 147 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 147 | $4K |
| Axiom Investment Management LLC | 0.00% | New | 145 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 145 | $4K |
| Ares Financial Consulting, LLC | 0.00% | New | 135 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 126 | $3K |
| Highline Wealth Partners LLC | 0.00% | Reduce -52.4% | 120 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 109 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 103 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 101 | $3K |
| Kilter Group LLC | 0.00% | Reduce -1.1% | 91 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +160.0% | 91 | $2K |
| Logan Capital Management Inc. | 0.00% | — | 90 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +1157.1% | 88 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -34.8% | 88 | $2K |
| SHP Wealth Management | 0.00% | Reduce -24.0% | 79 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 72 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 75 | $2K |
| Asset Dedication, LLC | 0.00% | New | 74 | $2K |
| Sachetta, LLC | 0.00% | No change | 73 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +92.1% | 73 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +38.0% | 69 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -83.2% | 67 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 65 | $2K |
| IMA Advisory Services, Inc. | 0.00% | New | 62 | $2K |
| Union Savings Bank | 0.00% | No change | 62 | $2K |
| Investors Research Corp | 0.00% | No change | 57 | $2K |
| SRH Advisors, LLC | 0.00% | No change | 55 | $1K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | No change | 51 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +38.9% | 50 | $1K |
| Albion Financial Group | 0.00% | No change | 47 | $1K |
| Grove Bank & Trust | 0.00% | No change | 46 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -4.3% | 45 | $1K |
| First Horizon Corp. | 0.00% | Reduce -35.7% | 45 | $1K |
| Godsey & Gibb, Inc. | 0.00% | No change | 44 | $1K |
| Summit Securities Group LLC | 0.00% | Add +39.3% | 39 | $1K |
| Avion Wealth | 0.00% | Add +127.3% | 50 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 37 | $996 |
| Investors Portfolio Services LLC | 0.00% | Add +184.6% | 37 | $986 |
| NBT Bank, N.A. | 0.00% | No change | 36 | $959 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 35 | $933 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.7% | 34 | $907 |
| WPG Advisers, LLC | 0.00% | No change | 32 | $853 |
| PFS Partners, LLC | 0.00% | No change | 32 | $853 |
| HFM Investment Advisors, LLC | 0.00% | Add +190.9% | 32 | $853 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 31 | $826 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 26 | $706 |
| Cromwell Holdings LLC | 0.00% | New | 26 | $699 |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 26 | $693 |
| Pillar Financial Advisors, LLC | 0.00% | No change | 25 | $667 |
| Caitlin John, LLC | 0.00% | Reduce -99.7% | 24 | $639 |
| Westside Investment Management, Inc. | 0.00% | No change | 22 | $586 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 21 | $560 |
| Costello Asset Management, INC | 0.00% | Add +5.3% | 20 | $523 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 19 | $507 |
| LRI Investments, LLC | 0.00% | Reduce -98.6% | 15 | $400 |
| Sankala Group LLC | 0.00% | New | 12 | $331 |
| MV Capital Management, Inc. | 0.00% | Reduce -74.4% | 11 | $294 |
| Colonial Trust Co / SC | 0.00% | No change | 11 | $293 |
| City State Bank | 0.00% | No change | 10 | $267 |
| Institute for Wealth Management, LLC. | 0.00% | New | 9 | $251 |
| DecisionPoint Financial, LLC | 0.00% | New | 6 | $155 |
| MidFirst Bank | 0.00% | No change | 5 | $133 |
| Cordant, Inc. | 0.00% | New | 5 | $125 |
| Activest Wealth Management | 0.00% | Add +300.0% | 4 | $107 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 3 | $80 |
| Rakuten Securities, Inc. | 0.00% | No change | 3 | $80 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $54 |
| Clark Wealth Partners | 0.00% | Add +0.0% | 2 | $54 |
| Planning Strategies Inc. | 0.00% | — | 2 | $53 |
| Dunhill Financial, LLC | 0.00% | Reduce -87.5% | 1 | $35 |
| American Capital Advisory, LLC | 0.00% | Reduce -75.0% | 1 | $27 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -94.7% | 1 | $14 |
| Penserra Capital Management LLC | 0.00% | Add +11.1% | 30 | $0 |
| Navigoe, LLC | 0.00% | New | 8 | $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.