BHP Group Ltd.-Spon ADRBHP

13F holders, Q4 2024 (December 31)
646holders −18
52new positions
96sold out
8famous investors
$48.85avg. 13F price*

At the end of Q4 2024, 646 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, down 18 from Q3 2024. 52 opened new positions and 96 sold out. The largest holders were Fisher Asset Management ($1.1B), Harding Loevner LP ($404.9M) and Wellington Management Group LLP ($269.3M). 8 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
BHP Group Ltd.-Spon ADR
CUSIP
088606108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 683Q1 2024Q2 2024: 659Q2 2024Q3 2024: 664Q3 2024Q4 2024: 646Q4 2024Q1 2025: 622Q1 2025Q2 2025: 616Q2 2025Q3 2025: 629Q3 2025Q4 2025: 685Q4 2025Q1 2026: 739Q1 2026Q2 2026: 821Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions52$73.5M
Exits96$99.2M

All 13F filers, Q3 2024 → Q4 2024: 7,112,631 shares bought and 10,866,045 shares sold, net −3,753,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 646 holders

Fisher Asset Management 0.43% Add +1.3% 22,225,134 $1.1B
Harding Loevner LP 2.74% Reduce -6.2% 8,291,208 $404.9M
Wellington Management Group LLP 0.05% Reduce -1.6% 5,515,420 $269.3M
Morgan Stanley 0.02% Reduce -9.6% 4,403,798 $215.0M
Dimensional Fund Advisors LP 0.05% Reduce -0.8% 4,114,682 $200.9M
Goldman Sachs Group Inc. 0.03% Add +2.8% 3,533,246 $172.5M
Bank of America Corp. 0.01% Reduce -32.3% 2,682,125 $131.0M
BlackRock, Inc. 0.00% Reduce -6.5% 2,435,802 $118.9M
Northern Trust Corp. 0.02% Add +58.5% 2,294,562 $112.0M
UBS Group AG 0.02% Add +246.0% 1,888,921 $92.2M
Westwood Global Investments, LLC 1.83% Add +1.2% 1,476,010 $72.1M
FMR LLC 0.00% Add +0.7% 1,444,100 $70.5M
State Farm Mutual Automobile Insurance Co. 0.06% No change 1,348,932 $65.9M
Royal Bank of Canada 0.01% Reduce -5.0% 1,118,221 $54.6M
Pacer Advisors, Inc. 0.09% Add +12.8% 782,728 $38.2M
Marshall Wace, LLP 0.04% Add +16.9% 710,003 $34.7M
Balyasny Asset Management L.P. 0.08% Add +1898.9% 707,405 $34.5M
Capital International Investors 0.01% Reduce -12.3% 667,937 $32.6M
American Century Companies Inc. 0.02% Add +9.8% 642,756 $31.4M
CIBC Private Wealth Group LLC 0.05% Reduce -9.6% 614,004 $29.9M
BNP Paribas Financial Markets 0.02% Add +2311.8% 598,467 $29.2M
Lord, Abbett & Co. LLC 0.09% Reduce -16.9% 561,651 $27.4M
Envestnet Asset Management Inc. 0.01% Reduce -17.8% 536,023 $26.2M
Raymond James Financial Inc. 0.01% — 529,957 $25.9M
JPMorgan Chase & Co. 0.00% Reduce -22.0% 467,933 $22.8M
Millennium Management 0.02% Add +14.3% 463,314 $22.6M
Wells Fargo & Company 0.01% Reduce -8.0% 442,598 $21.6M
Norges Bank 0.00% No change 421,334 $20.6M
Gabelli Funds LLC 0.15% No change 403,600 $19.7M
Willis Investment Counsel 1.29% Reduce -2.2% 403,314 $19.7M
Corient Private Wealth LP 0.03% Reduce -2.8% 376,713 $18.4M
T. Rowe Price Associates Inc. 0.00% Reduce -20.8% 359,804 $17.6M
Franklin Resources Inc. 0.00% Add +5.3% 333,114 $16.3M
Citadel Advisors 0.01% Add +1808.6% 310,286 $15.2M
Bank of Montreal 0.01% Reduce -79.5% 306,335 $15.0M
Jane Street Group, LLC 0.02% Reduce -68.0% 299,168 $14.6M
Natixis Advisors, LLC 0.03% Add +9.9% 287,804 $14.1M
Vicus Capital 1.20% Add +1.5% 277,953 $13.6M
Townsend & Associates, Inc 1.39% Add +3.5% 270,655 $13.6M
Rockefeller Capital Management L.P. 0.03% Reduce -16.7% 260,875 $12.7M
Pacific Heights Asset Management LLC 0.84% Add +56.3% 250,000 $12.2M
LPL Financial LLC 0.00% Reduce -18.0% 244,889 $12.0M
Neuberger Berman Group LLC 0.01% Reduce -20.1% 243,099 $11.9M
US Bancorp \de 0.01% Reduce -4.5% 229,187 $11.2M
Citigroup Inc. 0.01% Add +26.5% 216,648 $10.6M
Violich Capital Management, Inc. 1.37% Reduce -15.8% 215,593 $10.5M
Moran Wealth Management, LLC 0.33% Reduce -53.5% 213,007 $10.4M
D. E. Shaw & Co. 0.01% Add +285.4% 212,266 $10.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 207,668 $10.1M
SIH Partners, LLLP 0.71% Reduce -77.6% 206,388 $10.1M
Twin Tree Management, LP 0.23% Add +4231.9% 198,052 $9.7M
SPX Gestao de Recursos Ltda 1.41% New 190,933 $9.3M
Barclays PLC 0.00% Reduce -16.7% 188,365 $9.2M
Susquehanna International Group, LLP 0.01% Add +909.1% 181,988 $8.9M
Bank Julius Baer & Co. Ltd, Zurich 0.03% New 163,306 $8.8M
TLS Advisors LLC 19.64% Add +12.8% 175,960 $8.6M
Charles Schwab Investment Management Inc. 0.00% Add +14.3% 175,155 $8.6M
Ameriprise Financial Inc. 0.00% Reduce -4.9% 169,554 $8.3M
Crossmark Global Holdings, Inc. 0.15% Add +8.2% 166,840 $8.1M
O'shaughnessy Asset Management, LLC 0.07% Add +9.3% 165,204 $8.1M
National Bank of Canada 0.01% Add +19.7% 164,809 $8.0M
Creative Planning 0.01% Add +11.5% 164,481 $8.0M
QRG Capital Management, Inc. 0.08% Add +19.0% 158,960 $7.8M
Abc Arbitrage SA 1.10% — 156,764 $7.7M
Greenline Partners, LLC 1.02% Reduce -0.7% 149,137 $7.3M
Hikari Power Ltd 0.62% No change 147,400 $7.2M
Mariner, LLC 0.01% Reduce -10.7% 143,337 $7.0M
Stifel Financial Corp. 0.01% Reduce -34.6% 136,824 $6.7M
Kornitzer Capital Management Inc. 0.13% Reduce -3.1% 136,512 $6.7M
Quantinno Capital Management LP 0.06% Reduce -13.0% 133,400 $6.5M
Cullen Capital Management, LLC 0.08% Reduce -39.3% 133,201 $6.5M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 129,537 $6.3M
Tidal Investments LLC 0.05% Reduce -8.9% 128,898 $6.3M
Commonwealth Equity Services, LLC 0.01% Reduce -4.1% 125,079 $6.1M
Nuveen Asset Management, LLC 0.00% Reduce -4.5% 124,444 $6.1M
XY Capital Ltd 6.73% Reduce -86.6% 123,742 $6.0M
Hikari Tsushin, Inc. 0.42% No change 119,021 $5.8M
Aquatic Capital Management LLC 0.15% New 114,890 $5.6M
Capital Fund Management S.A. 0.06% Add +2.8% 114,679 $5.6M
Avantax Advisory Services, Inc. 0.04% Add +1.2% 114,515 $5.6M
Addenda Capital Inc. 0.19% Reduce -0.3% 112,232 $5.5M
Old Mission Capital LLC 0.12% New 108,090 $5.3M
Bearing Point Capital, LLC 1.03% — 100,956 $4.9M
Strategy Asset Managers LLC 0.96% Add +0.1% 100,942 $4.9M
Guardian Partners Inc. 0.49% — 98,081 $4.8M
Shelter Mutual Insurance Co 1.15% No change 94,680 $4.6M
Mercer Global Advisors Inc. 0.01% New 94,175 $4.6M
Holowesko Partners Ltd. 2.06% No change 91,900 $4.5M
Van Eck Associates Corp. 0.01% Reduce -2.3% 91,764 $4.5M
Fusion Capital, LLC 1.80% Reduce -17.0% 91,716 $4.5M
Cubist Systematic Strategies, LLC 0.07% New 91,710 $4.5M
Amova Asset Management Americas, Inc. 0.05% Reduce -13.0% 88,734 $4.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -13.0% 88,734 $4.3M
Summit Global Investments 0.26% New 86,347 $4.2M
Earnest Partners LLC 0.02% Reduce -1.3% 85,842 $4.2M
Amundi 0.00% Reduce -7.2% 84,838 $4.1M
PKO Investment Management Joint-Stock Co 0.51% Reduce -15.3% 83,308 $4.1M
Palogic Value Management, L.P. 1.64% Add +0.5% 82,496 $4.0M
Cerity Partners LLC 0.01% Reduce -15.3% 71,663 $4.0M
HighTower Advisors, LLC 0.01% Reduce -33.8% 80,460 $3.9M
Jamison Private Wealth Management, Inc. 0.58% Add +1.0% 80,185 $3.9M
Verition Fund Management LLC 0.02% New 79,824 $3.9M
Hourglass Capital, LLC 1.07% Add +2.2% 79,266 $3.9M
LSV Asset Management 0.01% No change 79,100 $3.9M
Oppenheimer Asset Management Inc. 0.04% Reduce -13.9% 74,483 $3.6M
Squarepoint Ops LLC 0.01% New 72,700 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +114.3% 72,559 $3.5M
Ingalls & Snyder LLC 0.13% Reduce -12.5% 69,133 $3.4M
Ritholtz Wealth Management 0.10% Add +10.8% 68,330 $3.3M
Petredis Investment Advisors LLC 0.33% Reduce -1.1% 64,697 $3.2M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -7.6% 64,297 $3.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 63,972 $3.1M
Group One Trading LLC 0.11% Reduce -12.8% 63,971 $3.1M
NINE MASTS CAPITAL Ltd 0.57% New 60,800 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -1.0% 59,692 $2.9M
Sei Investments Co. 0.00% Reduce -1.3% 59,226 $2.9M
Kestra Advisory Services, LLC 0.02% Add +10.2% 58,899 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -2.0% 58,289 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +18.7% 58,119 $2.8M
Cibc World Market Inc. 0.01% Reduce -9.4% 56,840 $2.8M
Nichols & Pratt Advisers LLP 0.18% Reduce -0.8% 55,639 $2.7M
Callahan Advisors, LLC 0.25% Reduce -5.4% 54,613 $2.7M
Callan Family Office, LLC 0.17% New 53,476 $2.6M
Captrust Financial Advisors 0.01% Reduce -67.8% 51,161 $2.5M
Naviter Wealth, LLC 0.30% Reduce -22.8% 51,026 $2.5M
Cetera Investment Advisers 0.01% Add +1.5% 50,296 $2.5M
Cohen Investment Advisors LLC 1.47% Reduce -3.9% 49,948 $2.4M
Bridge Creek Capital Management LLC 0.74% Add +2.0% 49,284 $2.4M
Integras Partners LLC 1.99% — 45,679 $2.2M
NewEdge Wealth, LLC 0.04% Reduce -41.0% 45,433 $2.2M
D.A. Davidson & Co. 0.02% Reduce -8.4% 45,351 $2.2M
FNY Investment Advisers, LLC 1.12% New 43,638 $2.1M
Associated Banc-Corp 0.06% Reduce -8.9% 43,569 $2.1M
Beacon Pointe Advisors, LLC 0.02% Reduce -7.6% 42,957 $2.1M
NewEdge Advisors, LLC 0.01% Reduce -35.5% 42,899 $2.1M
Advisors Asset Management, Inc. 0.04% Reduce -13.8% 42,871 $2.1M
TD Waterhouse Canada Inc. 0.02% Reduce -5.2% 42,277 $2.1M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -55.2% 42,170 $2.1M
&partners 0.02% Add +566.0% 41,241 $2.0M
Truist Financial Corp. 0.00% Reduce -25.7% 40,961 $2.0M
Northcape Wealth Management, LLC 0.64% Reduce -3.2% 40,684 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.09% Add +3.1% 40,421 $2.0M
Marco Investment Management LLC 0.17% Reduce -2.9% 40,309 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -10.4% 40,162 $2.0M
Canal Insurance CO 0.51% No change 40,000 $2.0M
Sit Investment Associates Inc. 0.04% Reduce -1.6% 40,000 $2.0M
Yousif Capital Management, LLC 0.02% No change 39,001 $1.9M
Simmons Bank 0.14% Reduce -13.6% 38,937 $1.9M
Sequoia Financial Advisors, LLC 0.02% Add +0.9% 38,367 $1.9M
Tocqueville Asset Management L.P. 0.03% No change 37,150 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -9.3% 36,505 $1.8M
Lockheed Martin Investment Management Co. 0.07% No change 35,860 $1.8M
Jeppson Wealth Management, LLC 0.63% Reduce -1.2% 35,430 $1.7M
Signaturefd, LLC 0.03% Add +8.7% 35,124 $1.7M
Stonegate Investment Group, LLC 0.04% Reduce -5.5% 34,019 $1.7M
Scotia Capital Inc. 0.01% Reduce -1.1% 33,925 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +47.7% 33,805 $1.7M
Virtu Financial LLC 0.09% New 33,544 $1.6M
Strong Tower Advisory Services 0.42% Add +8.5% 33,321 $1.6M
Frank, Rimerman Advisors LLC 0.12% Add +7.2% 32,614 $1.6M
Caprock Group, LLC 0.05% Add +7.3% 32,553 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -1.1% 31,642 $1.5M
Legacy Wealth Asset Management, LLC 0.42% Reduce -15.5% 31,546 $1.5M
Tudor Investment Corporation 0.02% New 31,462 $1.5M
Fifth Third Bancorp 0.01% Reduce -17.1% 31,364 $1.5M
Simplex Trading, LLC 0.04% Reduce -39.5% 31,137 $1.5M
Bridgewater Associates 0.01% Reduce -35.3% 31,030 $1.5M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -20.0% 30,719 $1.5M
HSBC Holdings PLC 0.00% Add +487.6% 30,485 $1.5M
Jones Financial Companies LLLP 0.00% Add +34.0% 30,114 $1.5M
Choreo, LLC 0.02% Reduce -19.5% 29,564 $1.4M
First Trust Advisors LP 0.00% New 29,499 $1.4M
Baird Financial Group, Inc. 0.00% Reduce -2.9% 28,822 $1.4M
Rossmore Private Capital 0.17% No change 28,655 $1.4M
Vident Advisory, LLC 0.02% Reduce -14.6% 28,455 $1.4M
Keybank National Association 0.01% Reduce -3.0% 27,969 $1.4M
Strategic Global Advisors, LLC 0.25% Add +55.5% 27,497 $1.3M
Range Financial Group LLC 0.60% New 26,645 $1.3M
Syon Capital LLC 0.11% Reduce -27.6% 26,038 $1.3M
Recurrent Investment Advisors LLC 0.12% Reduce -6.4% 25,950 $1.3M
TD Asset Management Inc 0.00% Reduce -11.4% 25,768 $1.3M
Waverly Advisors, LLC 0.02% Reduce -18.7% 25,366 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -20.8% 25,095 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +12.2% 24,791 $1.2M
Bollard Group LLC 0.03% Reduce -55.4% 24,718 $1.2M
SBI Securities Co., Ltd. 0.04% — 24,521 $1.2M
Highland Capital Management, LLC 0.07% Reduce -3.6% 24,413 $1.2M
FORA Capital, LLC 0.14% Reduce -63.3% 24,357 $1.2M
Schroder Investment Management Group 0.00% Add +7.5% 23,750 $1.2M
MML Investors Services, LLC 0.00% Reduce -4.3% 23,163 $1.1M
Riverview Capital Advisers, LLC 0.33% New 22,723 $1.1M
Vise Technologies, Inc. 0.09% Reduce -12.9% 22,574 $1.1M
Castellan Group 0.48% Reduce -8.1% 22,515 $1.1M
Norris Financial Group, LLC 0.51% Add +0.6% 22,428 $1.1M
GMO 0.00% New 22,373 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +19.6% 22,347 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +19.6% 22,347 $1.1M
Sprott Inc. 0.07% Add +28.0% 21,972 $1.1M
Greenleaf Trust 0.01% Reduce -10.4% 21,158 $1.0M
Security National Bank 0.15% Reduce -45.0% 20,990 $1.0M
Quadrant Capital Group LLC 0.07% Add +10.9% 20,680 $1.0M
MADDEN SECURITIES Corp 0.40% New 20,500 $1.0M
180 Wealth Advisors, LLC 0.15% Add +1.8% 20,093 $981K
SouthState Bank Corp 0.06% Reduce -67.1% 20,037 $978K
Pitcairn Co. 0.06% Add +8.0% 19,504 $952K
SevenBridge Financial Group, LLC 0.18% Add +9.3% 18,730 $940K
Royal Fund Management, LLC 0.10% Add +7.2% 18,844 $921K
Rhumbline Advisers 0.00% Add +3.5% 18,846 $920K
Raelipskie Partnership 0.45% Add +10.1% 18,577 $907K
Steward Partners Investment Advisory, LLC 0.01% Add +0.7% 18,493 $903K
Montgomery Investment Management Inc. 0.35% Reduce -6.8% 18,450 $901K
Fox Run Management, L.L.C. 0.16% Add +392.1% 18,424 $900K
Evergreen Capital Management LLC 0.03% Add +52.1% 18,109 $884K
Park Avenue Securities LLC 0.01% Add +11.2% 18,080 $883K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.6% 18,040 $881K
Profund Advisors LLC 0.03% Add +15.0% 17,359 $848K
Guggenheim Capital LLC 0.01% Reduce -0.7% 17,317 $846K
Fiduciary Trust Co 0.01% Reduce -8.9% 17,022 $831K
Checchi Capital Advisers, LLC 0.06% Reduce -6.8% 16,969 $829K
Parallax Volatility Advisers, L.P. 0.02% Add +239.4% 16,856 $823K
Northwest Bancshares, Inc. 0.15% Reduce -9.7% 16,821 $821K
Norway Savings Bank 0.45% Reduce -3.8% 16,539 $808K
Johnson Investment Counsel Inc. 0.01% Reduce -14.8% 16,456 $804K
Point72 Hong Kong Ltd 0.05% New 16,407 $801K
Entropy Technologies, LP 0.08% New 16,390 $800K
Regions Financial Corp. 0.01% Add +2.1% 16,381 $800K
1832 Asset Management L.P. 0.00% Reduce -52.0% 16,304 $796K
Brown Advisory Inc. 0.00% Reduce -2.3% 16,252 $794K
M&T Bank Corp 0.00% Add +2.2% 16,251 $794K
Integrated Wealth Concepts LLC 0.01% Reduce -1.8% 15,978 $780K
Compound Planning, Inc. 0.04% Reduce -12.6% 15,496 $757K
Kempner Capital Management Inc. 0.41% No change 15,120 $738K
Fairfield, Bush & Co. 0.43% Reduce -6.4% 15,072 $736K
Malaga Cove Capital, LLC 0.28% Add +54.1% 14,790 $722K
Optimist Retirement Group LLC 0.34% Reduce -62.6% 14,523 $709K
Envestnet Portfolio Solutions, Inc. 0.00% Add +15.8% 14,382 $702K
Quinn Opportunity Partners LLC 0.05% No change 14,300 $698K
Parallel Advisors, LLC 0.02% Add +10.2% 14,275 $697K
Gleason Group, Inc. 0.12% Add +2.4% 14,155 $691K
Capital Wealth Planning, LLC 0.01% Add +8.8% 14,056 $686K
Cresset Asset Management, LLC 0.00% Reduce -79.2% 14,041 $686K
Narwhal Capital Management 0.06% Reduce -24.5% 14,000 $684K
Kingsview Wealth Management, LLC 0.01% Add +7.3% 14,000 $684K
United Capital Financial Advisors, LLC 0.01% Reduce -9.1% 13,913 $679K
Aptus Capital Advisors, LLC 0.01% New 13,858 $677K
Sterling Capital Management LLC 0.01% Add +1.4% 13,856 $677K
Ballentine Partners, LLC 0.01% Add +85.3% 13,815 $675K
Exchange Traded Concepts, LLC 0.01% Reduce -0.8% 13,416 $655K
Aaron Wealth Advisors LLC 0.08% Add +20.1% 13,246 $647K
Jackson Hole Capital Partners, LLC 0.13% Add +59.2% 13,100 $640K
Allspring Global Investments Holdings, LLC 0.00% Add +18.9% 12,883 $629K
Bristlecone Advisors, LLC 0.05% Reduce -0.8% 12,856 $628K
Schechter Investment Advisors, LLC 0.05% Add +18.9% 12,785 $624K
Manske Wealth Management 0.25% — 12,728 $621K
Focus Partners Wealth 0.00% Add +44.3% 12,602 $615K
West Family Investments, Inc. 0.21% Add +24.5% 12,533 $612K
Glenmede Trust Co. NA 0.00% Add +12.6% 12,424 $607K
WealthTrust Axiom LLC 0.18% Add +4.2% 12,403 $606K
Avos Capital Management, LLC 0.49% — 12,395 $604K
XML Financial, LLC 0.06% Reduce -2.4% 12,290 $600K
Bailard, Inc. 0.02% Reduce -16.4% 12,281 $600K
Aigen Investment Management, LP 0.10% New 12,116 $592K
Arkadios Wealth Advisors 0.03% Reduce -12.3% 11,959 $584K
Saturna Capital Corp. 0.01% Add +11.4% 11,868 $580K
Ieq Capital, LLC 0.01% Add +23.9% 11,811 $577K
Albert D Mason Inc. 0.38% Reduce -0.3% 11,751 $574K
Argent Trust Co 0.02% No change 11,727 $573K
RNC Capital Management LLC 0.03% Reduce -2.1% 11,716 $572K
Nicholas Hoffman & Company, LLC. 0.02% Add +1.6% 11,575 $565K
Russell Investments Group, Ltd. 0.00% Add +31.1% 11,552 $564K
Founders Financial Securities LLC 0.05% Add +5.9% 11,473 $560K
Hartford Funds Management Co LLC 0.05% Add +50.0% 11,391 $556K
ICONIQ Capital, LLC 0.01% Reduce -11.8% 7,834 $551K
Inspire Advisors, LLC 0.07% Add +1.4% 11,265 $550K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -18.3% 11,263 $550K
Horizon Investments, LLC 0.02% Add +3.5% 11,222 $548K
Invesco Ltd. 0.00% Add +1.8% 11,150 $544K
Nomura Holdings Inc. 0.00% New 11,120 $543K
Louisbourg Investments Inc. 0.14% No change 11,080 $541K
IHT Wealth Management, LLC 0.02% Reduce -34.3% 10,968 $536K
Mission Wealth Management, LP 0.01% Add +1.2% 10,632 $519K
Apollon Wealth Management, LLC 0.01% Reduce -8.2% 10,615 $518K
Cadence Wealth Management LLC 0.34% Add +4.7% 10,575 $516K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -40.4% 10,248 $500K
Sage Rhino Capital LLC 0.11% Reduce -4.6% 10,223 $499K
Stamos Capital Partners, L.P. 0.12% Add +54.4% 10,190 $498K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -71.2% 10,107 $494K
Highline Wealth Partners LLC 0.16% Reduce -0.4% 10,065 $491K
Callan Capital, LLC 0.04% Add +12.5% 10,012 $489K
Prospera Financial Services Inc 0.01% Reduce -27.3% 10,004 $489K
Mosaic Financial Group, LLC 0.35% No change 10,000 $488K
Burford Brothers, Inc. 0.24% Add +3.6% 9,926 $485K
State Street Corp. 0.00% Reduce -0.5% 9,884 $483K
NorthCoast Asset Management LLC 0.00% Reduce -5.6% 9,848 $481K
Baader Bank Aktiengesellschaft 0.04% Add +25.2% 9,785 $477K
DGS Capital Management, LLC 0.12% Reduce -14.5% 9,745 $476K
Quantbot Technologies LP 0.02% Reduce -63.4% 9,742 $476K
AQR Capital Management 0.00% Reduce -31.3% 9,651 $471K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -12.9% 9,640 $471K
Invictus Private Wealth, LLC 0.04% No change 9,610 $469K
Whittier Trust Co. 0.01% Add +24.8% 9,533 $465K
Legal Advantage Investments, Inc. 0.25% Reduce -2.6% 9,507 $464K
Pinnacle West Asset Management, Inc. 0.33% Add +16.6% 9,500 $464K
Wedbush Securities Inc. 0.02% Reduce -10.3% 9,400 $459K
SVB Wealth LLC 0.01% New 9,254 $452K
Denali Advisors LLC 0.05% Add +1.2% 9,050 $442K
Fractal Investments LLC 0.07% No change 9,000 $439K
Tower Research Capital LLC (TRC) 0.01% Reduce -15.3% 8,730 $426K
Minot DeBlois Advisors LLC 0.38% — 8,542 $417K
Independent Advisor Alliance 0.01% Reduce -4.5% 8,506 $415K
Legacy Financial Advisors, Inc. 0.07% Add +84.7% 8,500 $415K
Engineers Gate Manager LP 0.01% New 8,401 $410K
Chicago Partners Investment Group LLC 0.01% Add +1.2% 8,412 $410K
Gallacher Capital Management LLC 0.20% Add +1.9% 8,321 $406K
Blair William & Co. 0.00% Reduce -44.0% 8,302 $405K
Insigneo Advisory Services, LLC 0.04% Reduce -10.4% 8,276 $404K
Hexagon Capital Partners LLC 0.07% Add +6.5% 8,233 $402K
Moody National Bank Trust Division 0.04% New 8,202 $401K
Carnegie Lake Advisors LLC 0.16% Reduce -1.2% 8,200 $400K
Lake Street Advisors Group, LLC 0.02% Reduce -1.8% 8,164 $399K
Pacifica Partners Inc. 0.17% Reduce -1.9% 8,076 $397K
Benedict Financial Advisors Inc. 0.10% Reduce -4.4% 8,027 $392K
Synovus Financial Corp. 0.01% Add +7.8% 8,002 $391K
PDS Planning, Inc 0.03% Add +28.2% 8,003 $391K
Federation des caisses Desjardins du Quebec 0.00% Reduce -13.1% 7,960 $389K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.7% 7,859 $384K
Principal Securities, Inc. 0.01% Add +15.4% 7,809 $381K
Driehaus Capital Management LLC 0.00% Reduce -4.0% 15,572 $380K
Atria Investments, Inc 0.00% Reduce -55.1% 7,695 $376K
Advisory Services Network, LLC 0.01% Reduce -31.4% 7,637 $373K
Radnor Capital Management, LLC 0.06% New 7,600 $371K
International Assets Investment Management, LLC 0.03% Add +5.3% 7,538 $371K
Lyell Wealth Management, LP 0.03% Reduce -64.9% 7,541 $368K
Essex Bank 0.09% Add +3.0% 7,483 $365K
AE Wealth Management LLC 0.00% Add +1.9% 7,446 $364K
Valeo Financial Advisors, LLC 0.01% Add +0.1% 7,445 $364K
CoreCommodity Management, LLC 0.07% No change 7,327 $358K
Bessemer Group Inc. 0.00% Add +0.1% 7,267 $354K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -20.0% 7,054 $344K
Savant Capital, LLC 0.00% Reduce -3.2% 7,022 $343K
Intrust Bank NA 0.03% Reduce -5.1% 7,013 $342K
Requisite Capital Management, LLC 0.07% Reduce -39.1% 6,962 $340K
Breakwater Capital Group 0.07% Reduce -12.5% 6,946 $339K
King Luther Capital Management Corp. 0.00% Reduce -48.7% 6,918 $338K
Farther Finance Advisors, LLC 0.01% Add +139.6% 6,903 $337K
Westover Capital Advisors, LLC 0.07% No change 6,669 $326K
Qtron Investments LLC 0.05% No change 6,638 $324K
Sagespring Wealth Partners, LLC 0.01% — 6,617 $323K
Sivia Capital Partners, LLC 0.16% Add +84.0% 6,551 $320K
Financial Management Professionals, Inc. 0.04% Add +16.7% 6,502 $317K
Essex Financial Services, Inc. 0.02% Add +15.1% 6,498 $317K
R Squared Ltd 0.31% — 6,490 $317K
Wedmont Private Capital 0.02% Reduce -1.7% 6,512 $316K
Leonteq Securities AG 0.03% Add +65.9% 6,425 $314K
Shelton Capital Management 0.01% No change 6,300 $308K
Qube Research & Technologies Ltd 0.00% New 6,255 $305K
Choate Investment Advisors 0.01% Add +89.4% 6,233 $304K
Comprehensive Money Management Services LLC 0.25% — 6,176 $302K
Cwm, LLC 0.00% Reduce -18.2% 6,145 $300K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -1.0% 6,133 $299K
American Trust Investment Advisors, LLC 0.12% No change 6,107 $298K
First Horizon Advisors, Inc. 0.01% Add +0.9% 6,067 $296K
Lido Advisors, LLC 0.00% Reduce -28.1% 6,051 $295K
Prime Capital Investment Advisors, LLC 0.00% Reduce -22.0% 6,023 $294K
Aprio Wealth Management, LLC 0.04% Add +57.0% 6,005 $293K
Ovata Capital Management Ltd 0.11% Reduce -26.3% 5,900 $290K
Clarius Group, LLC 0.02% Reduce -24.6% 5,897 $288K
Heron Bay Capital Management 0.06% Add +1.0% 5,894 $288K
Townsquare Capital LLC 0.00% Add +60.9% 5,876 $287K
BXM Wealth LLC 0.40% — 5,847 $286K
First Financial Corp. 0.13% Add +7.4% 5,832 $285K
Pekin Hardy Strauss, Inc. 0.04% Reduce -6.5% 5,713 $279K
Two Sigma Securities, LLC 0.05% Reduce -36.7% 5,651 $276K
Mutual Advisors, LLC 0.01% Reduce -2.4% 5,517 $273K
Cromwell Holdings LLC 0.16% Add +0.7% 5,566 $272K
Smartleaf Asset Management LLC 0.03% Add +29.1% 5,508 $269K
Naples Global Advisors, LLC 0.03% Add +13.6% 5,502 $269K
Caitong International Asset Management Co., Ltd 0.26% — 5,440 $266K
Ethic Inc. 0.01% Reduce -21.3% 5,379 $263K
CENTRAL TRUST Co 0.01% Reduce -1.2% 5,348 $261K
Redwood Wealth Management Group, LLC 0.13% Add +6.7% 5,324 $260K
Avior Wealth Management, LLC 0.01% Add +2.1% 5,286 $258K
Financial Sense Advisors, Inc. 0.09% No change 5,276 $258K
Harmony Asset Management LLC 0.10% Add +0.0% 5,273 $257K
Snowden Capital Advisors LLC 0.01% Reduce -6.6% 5,243 $256K
Aspen Wealth Strategies, LLC 0.16% Reduce -13.2% 5,229 $255K
Mindset Wealth Management, LLC 0.09% No change 5,210 $254K
Coldstream Capital Management Inc. 0.01% Add +6.9% 5,151 $252K
Diligent Investors, LLC 0.06% Reduce -2.2% 5,150 $251K
Fifth Third Wealth Advisors LLC 0.01% New 5,100 $249K
Bowen Hanes & Co. Inc. 0.01% Reduce -28.3% 5,075 $248K
Williams Jones Wealth Management, LLC. 0.00% Reduce -4.8% 5,069 $248K
Knights of Columbus Asset Advisors LLC 0.02% No change 5,021 $245K
Ridgewood Investments LLC 0.12% Add +136.4% 5,018 $245K
Intrepid Family Office LLC 0.26% — 5,000 $244K
Ping Capital Management, Inc. 0.10% No change 5,000 $244K
Timber Creek Capital Management LLC 0.07% No change 5,000 $244K
Steph & Co. 0.08% Reduce -2.4% 4,971 $243K
Gryphon Financial Partners LLC 0.03% Add +3.7% 4,931 $241K
Marks Group Wealth Management, Inc 0.02% Reduce -42.0% 4,896 $239K
AMG National Trust Bank 0.01% Add +41.2% 4,894 $239K
Passumpsic Savings Bank 0.15% Add +7.2% 4,873 $238K
Kestra Private Wealth Services, LLC 0.00% Add +24.2% 4,849 $237K
Stonebridge Capital Advisors LLC 0.02% Reduce -8.8% 4,776 $233K
Successful Portfolios LLC 0.16% Add +1.3% 4,770 $233K
Ameritas Advisory Services, LLC 0.01% Reduce -8.3% 4,755 $232K
Portfolio Design Labs, LLC 0.05% New 4,724 $231K
Welch & Forbes LLC 0.00% No change 4,715 $230K
Godshalk Welsh Capital Management, Inc. 0.15% No change 4,700 $230K
Cherokee Insurance Co 0.10% — 4,700 $230K
B&D White Capital Company, LLC 0.04% Reduce -35.6% 4,700 $230K
Freestone Capital Holdings, LLC 0.01% Reduce -15.7% 4,692 $229K
Parsons Capital Management Inc. 0.01% Reduce -17.6% 4,690 $229K
LaSalle St. Investment Advisors, LLC 0.07% New 4,682 $228K
Rathbones Group PLC 0.00% Reduce -14.8% 4,616 $226K
Ruggaard & Associates LLC 0.10% Reduce -21.9% 4,626 $226K
Bleakley Financial Group, LLC 0.01% Reduce -9.4% 4,623 $226K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -38.0% 4,617 $225K
J2 Capital Management Inc 0.21% — 4,576 $223K
Mather Group, Llc. 0.00% Reduce -0.7% 4,545 $222K
Venturi Wealth Management, LLC 0.01% Reduce -1.4% 4,540 $222K
Uhlmann Price Securities, LLC 0.17% Add +2.3% 4,503 $220K
Spire Wealth Management 0.01% Reduce -14.4% 4,477 $219K
Private Advisor Group, LLC 0.00% Reduce -57.0% 4,462 $218K
Blue Trust, Inc. 0.00% Reduce -71.0% 4,439 $217K
Haven Private, LLC 0.12% — 4,387 $214K
D.B. Root & Company, LLC 0.07% Reduce -17.5% 4,379 $214K
TT Capital Management LLC 0.17% — 4,327 $213K
Kovack Advisors, Inc. 0.02% Add +5.2% 4,353 $213K
Rwa Wealth Partners, LLC 0.00% No change 4,350 $212K
First Citizens Bank & Trust Co. 0.00% Add +10.2% 4,273 $209K
Roberts Glore & Co. Inc. 0.06% No change 4,245 $207K
Wesbanco Bank Inc. 0.01% Reduce -0.8% 4,218 $206K
Kathmere Capital Management, LLC 0.02% New 4,215 $206K
MAI Capital Management 0.00% Add +16.8% 4,179 $204K
Bahl & Gaynor LLC 0.00% Add +2.5% 4,175 $204K
Kingswood Wealth Advisors, LLC 0.02% Add +15.2% 4,171 $204K
Summitry LLC 0.01% Add +22.8% 4,158 $203K
Knollwood Investment Advisory, LLC 0.02% No change 4,150 $203K
Pathway Financial Advisers, LLC 0.07% Reduce -98.4% 4,101 $200K
VPR Management LLC 0.10% No change 4,000 $195K
TD Private Client Wealth LLC 0.01% Add +0.6% 3,985 $195K
Assetmark, Inc. 0.00% Add +0.5% 3,929 $192K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.1% 3,731 $182K
Financial Advocates Investment Management 0.01% Reduce -1.0% 3,725 $182K
CVA Family Office, LLC 0.03% Reduce -3.0% 3,600 $176K
U S Global Investors Inc. 0.02% No change 3,500 $171K
Whipplewood Advisors, LLC 0.09% — 3,364 $164K
UMB Bank, n.a. 0.00% Reduce -7.8% 3,272 $160K
Compass Wealth Management LLC 0.04% Reduce -7.1% 3,250 $159K
Castleark Management LLC 0.01% No change 3,240 $158K
Solstein Capital, LLC 0.09% Reduce -47.0% 3,179 $155K
New York State Common Retirement Fund 0.00% No change 3,131 $153K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.2% 3,098 $151K
Larson Financial Group LLC 0.01% Add +5.9% 3,043 $149K
Bank of New Hampshire 0.04% No change 3,000 $146K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 3,000 $146K
Acadian Asset Management LLC 0.00% New 2,812 $137K
Lindbrook Capital, LLC 0.01% Reduce -0.6% 2,789 $136K
LRI Investments, LLC 0.01% No change 2,667 $130K
AXA S.A. 0.00% No change 2,620 $128K
Kohmann Bosshard Financial Services, LLC 0.02% New 2,608 $127K
GoalVest Advisory LLC 0.03% No change 2,550 $125K
CoreCap Advisors, LLC 0.01% Add +305.4% 2,538 $124K
Icon Wealth Advisors, LLC 0.01% New 2,454 $120K
IFP Advisors, Inc 0.00% Add +4.8% 2,362 $115K
State of Wyoming 0.01% Add +1.8% 2,254 $110K
NBT Bank, N.A. 0.01% Reduce -9.6% 2,137 $104K
Credit Agricole S A 0.00% Add +372.8% 2,137 $104K
Summit Securities Group LLC 0.04% No change 2,100 $103K
Rosenberg Matthew Hamilton 0.03% Reduce -22.4% 2,082 $102K
GeoWealth Management, LLC 0.00% Reduce -12.0% 2,055 $100K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,008 $98K
Boit C F David 0.05% No change 2,000 $98K
Brooklyn Investment Group 0.03% Add +743.8% 1,966 $96K
Deutsche Bank AG 0.00% Add +160.0% 1,950 $95K
Anfield Capital Management, LLC 0.03% No change 1,920 $94K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.5% 1,830 $89K
Delta Asset Management LLC 0.01% No change 1,733 $85K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.2% 1,730 $84K
Allworth Financial LP 0.00% Add +5.3% 1,593 $78K
GAMMA Investing LLC 0.01% Reduce -3.1% 1,598 $78K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.05% — 1,590 $78K
Huntington National Bank 0.00% Add +11.4% 1,521 $74K
Vermillion Wealth Management, Inc. 0.04% — 1,512 $74K
Global Retirement Partners, LLC 0.00% Reduce -25.5% 1,495 $73K
First PREMIER Bank 0.02% No change 1,461 $72K
Sawyer & Company, Inc 0.03% No change 1,450 $71K
Ancora Advisors LLC 0.00% Add +6.8% 1,377 $67K
Sunbelt Securities, Inc. 0.01% Reduce -58.0% 1,309 $64K
Rothschild Investment LLC 0.00% Add +119.4% 1,301 $64K
HHM Wealth Advisors, LLC 0.01% No change 1,300 $63K
Pin Oak Investment Advisors Inc. 0.06% No change 1,010 $63K
GPS Wealth Strategies Group, LLC 0.01% Reduce -6.3% 1,255 $61K
HM Payson & Co. 0.00% No change 1,253 $61K
Community Bank, N.A. 0.01% Reduce -62.1% 1,250 $61K
JFS Wealth Advisors, LLC 0.00% No change 1,245 $61K
Walleye Capital LLC 0.00% Reduce -96.7% 1,201 $59K
Van Hulzen Asset Management, LLC 0.00% New 1,200 $59K
Hilltop National Bank 0.02% Reduce -14.6% 1,175 $57K
Grove Bank & Trust 0.01% Reduce -27.4% 1,173 $57K
Bruce G. Allen Investments, LLC 0.05% Reduce -13.0% 1,169 $57K
Chilton Capital Management LLC 0.00% No change 1,155 $56K
Optimum Investment Advisors 0.02% Reduce -14.8% 1,150 $56K
NFSG Corp 0.01% New 1,109 $54K
American National Bank & Trust 0.01% Add +120.0% 1,100 $54K
Headlands Technologies LLC 0.01% New 1,090 $53K
Pinnacle Bancorp, Inc. 0.02% Reduce -5.0% 1,084 $53K
ROSS\JOHNSON & Associates LLC 1.21% — 1,070 $52K
Geneos Wealth Management Inc. 0.00% Add +0.9% 1,045 $51K
Harbour Investments, Inc. 0.00% Reduce -2.3% 1,039 $51K
Allianz SE 0.00% New 1,037 $51K
Viking Fund Management LLC 0.01% No change 1,000 $49K
Nisa Investment Advisors, LLC 0.00% Reduce -50.0% 1,000 $49K
Toronto Dominion Bank 0.00% No change 970 $47K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -19.0% 947 $46K
Union Bancaire Privee, UBP SA 0.00% — 975 $46K
Atlas Capital Advisors Inc. 0.01% No change 936 $46K
Elequin Capital, LP 0.01% Reduce -98.4% 900 $44K
Archer Investment Corp 0.01% No change 890 $43K
Parkside Financial Bank & Trust 0.01% Add +19.6% 878 $43K
Sugarloaf Wealth Management, LLC 0.01% Add +2.4% 844 $41K
Versant Capital Management, Inc 0.01% New 825 $40K
Bangor Savings Bank 0.00% Reduce -4.1% 823 $40K
GHP Investment Advisors, Inc. 0.00% Add +2.4% 808 $39K
Farmers & Merchants Investments Inc. 0.00% No change 800 $39K
Brown Brothers Harriman & Co. 0.00% Add +18.9% 766 $37K
Cape Investment Advisory, Inc. 0.01% Add +0.1% 743 $36K
Coppell Advisory Solutions LLC 0.00% Reduce -18.0% 707 $35K
REAP Financial Group, LLC 0.01% Reduce -16.3% 699 $34K
Pingora Partners LLC 0.02% No change 689 $34K
AdvisorNet Financial, Inc 0.00% Reduce -0.9% 671 $33K
Caldwell Trust Co 0.00% No change 650 $32K
Sierra Ocean, LLC 0.02% — 601 $29K
Concourse Financial Group Securities, Inc. 0.00% Reduce -0.2% 556 $27K
Montag A & Associates Inc. 0.00% No change 550 $27K
Sanctuary Wealth Management, L.L.C. 0.02% No change 547 $27K
Addison Advisors LLC 0.01% Reduce -23.3% 543 $27K
Bray Capital Advisors 0.01% No change 535 $26K
Rise Advisors, LLC 0.01% Add +2.5% 534 $26K
Center for Financial Planning, Inc. 0.00% No change 500 $24K
Frazier Financial Advisors, LLC 0.02% Reduce -12.6% 500 $24K
Bogart Wealth, LLC 0.00% Reduce -57.3% 485 $24K
Holos Integrated Wealth LLC 0.02% — 475 $23K
Valley National Advisers Inc. 0.00% Add +555.6% 472 $23K
Murphy & Mullick Capital Management Corp 0.02% — 457 $22K
Asset Dedication, LLC 0.00% No change 457 $22K
SOA Wealth Advisors, LLC. 0.00% Add +1.2% 435 $21K
Salem Investment Counselors Inc. 0.00% No change 433 $21K
Eastern Bank 0.00% No change 425 $21K
Global Wealth Strategies & Associates 0.01% No change 413 $20K
Parvin Asset Management, LLC 0.02% — 400 $20K
Clearstead Advisors, LLC 0.00% Add +2.9% 396 $19K
GW&K Investment Management, LLC 0.00% No change 379 $19K
Oarsman Capital, Inc. 0.00% No change 375 $18K
Arax Advisory Partners 0.00% Add +3000.0% 372 $18K
Financial Perspectives, Inc 0.01% No change 365 $18K
Ameriflex Group, Inc. 0.01% — 359 $18K
Boyd Watterson Asset Management LLC 0.00% No change 360 $18K
MRP Capital Investments, LLC 0.02% Reduce -26.9% 340 $17K
Provenance Wealth Advisors, LLC 0.00% No change 330 $16K
CoreFirst Bank & Trust 0.01% No change 300 $15K
Eagle Bay Advisors LLC 0.01% Reduce -57.6% 297 $15K
Centerpoint Advisors, LLC 0.00% No change 275 $13K
FSA Wealth Management LLC 0.01% No change 250 $12K
Trust Co 0.00% No change 249 $12K
Princeton Global Asset Management LLC 0.00% Add +2.1% 247 $12K
Beacon Capital Management, LLC 0.00% Reduce -24.5% 244 $12K
Sound Income Strategies, LLC 0.00% Reduce -54.9% 239 $12K
Continuum Advisory, LLC 0.00% No change 233 $11K
Private Trust Co. NA 0.00% No change 232 $11K
Coston, McIsaac & Partners 0.00% No change 234 $11K
Stonebridge Financial Group, LLC 0.00% — 220 $11K
Atlatl Advisers LLC 0.01% — 206 $10K
Silicon Valley Capital Partners 0.00% Add +2.5% 205 $10K
AlphaMark Advisors, LLC 0.00% No change 200 $10K
Rakuten Securities, Inc. 0.00% Add +58.1% 204 $10K
True Wealth Design, LLC 0.00% Add +13.3% 196 $10K
Creekmur Asset Management LLC 0.00% Add +0.5% 192 $9K
Orion Capital Management LLC 0.00% New 180 $9K
WealthCollab, LLC 0.01% Reduce -69.4% 175 $9K
Decker Retirement Planning Inc. 0.00% — 170 $8K
Trust Co. of Vermont 0.00% Reduce -70.7% 166 $8K
Main Street Group, LTD 0.00% No change 164 $8K
Breakwater Investment Management 0.00% No change 160 $8K
Armstrong Advisory Group, Inc. 0.00% No change 160 $8K
Creative Financial Designs Inc. 0.00% Add +1.9% 160 $8K
Evelyn Partners Investment Management Services Ltd 0.00% — 155 $8K
NewSquare Capital LLC 0.00% New 150 $7K
Cornerstone Planning Group LLC 0.00% Add +78.0% 146 $7K
Towne Trust Company, N.A 0.00% No change 143 $7K
Golden State Wealth Management, LLC 0.00% — 141 $7K
Bayforest Capital Ltd 0.01% — 141 $7K
WASHINGTON TRUST Co 0.00% No change 133 $6K
Halbert Hargrove Global Advisors, LLC 0.00% New 126 $6K
Missouri Trust & Investment Co 0.00% Add +150.0% 125 $6K
Zions Bancorporation, N.A. 0.00% Reduce -53.0% 119 $6K
Retirement Wealth Solutions LLC 0.00% — 116 $6K
Signature Resources Capital Management, LLC 0.00% No change 102 $5K
Founders Capital Management 0.00% No change 101 $5K
Olistico Wealth, LLC 0.00% No change 100 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -50.0% 100 $5K
Prestige Wealth Management Group LLC 0.00% No change 100 $5K
Birchbrook, Inc. 0.00% No change 93 $5K
Rialto Wealth Management, LLC 0.00% — 91 $4K
Avion Wealth 0.00% Reduce -52.9% 89 $4K
Raffa Wealth Management, LLC 0.00% No change 80 $4K
Coastline Trust Co 0.00% No change 80 $4K
Kestra Investment Management, LLC 0.00% New 74 $4K
Albion Financial Group 0.00% New 73 $4K
2UniFi Bank 0.00% — 70 $3K
Darwin Wealth Management, LLC 0.00% New 68 $3K
SJS Investment Consulting Inc. 0.00% Add +3.2% 64 $3K
WPG Advisers, LLC 0.00% — 63 $3K
Glen Eagle Advisors, LLC 0.00% Add +1.6% 62 $3K
South Plains Financial, Inc. 0.00% — 61 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 58 $3K
Capital A Wealth Management, LLC 0.00% — 54 $3K
Fortitude Family Office, LLC 0.00% New 54 $3K
Global Financial Private Client, LLC 0.00% Reduce -68.6% 49 $2K
Western Pacific Wealth Management, LP 0.00% Add +4.3% 49 $2K
Colonial Trust Co / SC 0.00% No change 44 $2K
Physician Wealth Advisors, Inc. 0.00% New 44 $2K
MCF Advisors LLC 0.00% No change 44 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 34 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 40 $2K
Wiser Advisor Group LLC 0.00% No change 39 $2K
IMG Wealth Management, Inc. 0.00% — 39 $2K
Abound Wealth Management 0.00% Reduce -10.3% 35 $2K
Lee Danner & Bass Inc. 0.00% New 32 $2K
Cassady Schiller Wealth Management, LLC 0.00% No change 30 $1K
Quent Capital, LLC 0.00% No change 27 $1K
POM Investment Strategies, LLC 0.00% No change 26 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 26 $1K
City State Bank 0.00% No change 25 $1K
HighMark Wealth Management LLC 0.00% No change 22 $1K
Capital Analysts, LLC 0.00% Add +4.5% 23 $1K
First Command Advisory Services, Inc. 0.00% No change 20 $977
Strategic Investment Solutions, Inc. 0.00% No change 16 $790
Transce3nd, LLC 0.00% — 14 $665
Mendota Financial Group, LLC 0.00% Reduce -77.4% 12 $586
Caldwell Sutter Capital, Inc. 0.00% Reduce -90.5% 10 $488
High Note Wealth, LLC 0.00% New 10 $488
Bell Investment Advisors, Inc 0.00% Reduce -89.9% 9 $440
Concord Wealth Partners 0.00% No change 8 $391
Wood Tarver Financial Group, LLC 0.00% — 8 $0

"% of holder's portfolio" is BHP's weight in each manager's 13F, not the share of BHP Group Ltd.-Spon ADR the manager owns.