BHP Group Ltd.-Spon ADRBHP

13F holders, Q2 2025 (June 30)
616holders −6
70new positions
78sold out
8famous investors
$48.13avg. 13F price*

At the end of Q2 2025, 616 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, down 6 from Q1 2025. 70 opened new positions and 78 sold out. The largest holders were Fisher Asset Management ($1.1B), Morgan Stanley ($430.2M) and Goldman Sachs Group Inc. ($422.3M). 8 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions70$49.0M
Exits78$96.9M

All 13F filers, Q1 2025 → Q2 2025: 10,654,082 shares bought and 6,076,859 shares sold, net +4,577,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 616 holders

Fisher Asset Management 0.44% Add +1.9% 22,842,252 $1.1B
Morgan Stanley 0.03% Add +16.0% 8,945,288 $430.2M
Goldman Sachs Group Inc. 0.07% Add +77.4% 8,781,433 $422.3M
Harding Loevner LP 2.57% Reduce -3.1% 7,932,302 $381.5M
Wellington Management Group LLP 0.05% Add +4.0% 5,801,815 $279.0M
Dimensional Fund Advisors LP 0.04% Reduce -0.2% 3,984,958 $191.7M
Bank of America Corp. 0.01% Reduce -38.3% 2,768,105 $133.1M
BlackRock, Inc. 0.00% Reduce -0.3% 2,345,451 $112.8M
Northern Trust Corp. 0.02% Add +3.8% 2,320,178 $111.6M
FMR LLC 0.00% Reduce -5.5% 1,643,177 $79.0M
UBS Group AG 0.02% Reduce -12.3% 1,569,477 $75.5M
Royal Bank of Canada 0.01% Add +22.4% 1,407,120 $67.7M
State Farm Mutual Automobile Insurance Co. 0.06% No change 1,348,932 $64.9M
BNP Paribas Financial Markets 0.03% Reduce -7.9% 829,153 $39.9M
Citigroup Inc. 0.03% Add +86.0% 785,557 $37.8M
American Century Companies Inc. 0.02% Add +14.2% 778,244 $37.4M
Capital International Investors 0.01% Add +0.3% 747,052 $36.3M
CIBC Private Wealth Group LLC 0.06% Add +2.8% 724,351 $34.8M
Townsend & Associates, Inc 3.16% Add +66.6% 600,575 $31.9M
D. E. Shaw & Co. 0.03% Add +88.4% 561,569 $27.0M
Raymond James Financial Inc. 0.01% Reduce -1.4% 518,860 $25.0M
Envestnet Asset Management Inc. 0.01% Reduce -4.6% 491,024 $23.6M
Willis Investment Counsel 1.29% Add +11.1% 456,616 $22.0M
Gabelli Funds LLC 0.15% Add +9.9% 443,400 $21.3M
Ameriprise Financial Inc. 0.01% Add +119.3% 424,361 $20.4M
Norges Bank 0.00% No change 421,334 $20.3M
Franklin Resources Inc. 0.00% Add +48.2% 383,043 $18.4M
Bank of Montreal 0.01% Add +1.7% 357,753 $17.2M
Pacific Heights Asset Management LLC 0.90% Add +16.7% 350,000 $16.8M
Wells Fargo & Company 0.00% Reduce -4.7% 333,801 $16.1M
Corient Private Wealth LP 0.02% Add +0.4% 326,256 $15.7M
Rockefeller Capital Management L.P. 0.03% Add +5.4% 301,443 $14.5M
Citadel Advisors 0.01% Add +368.9% 277,776 $13.4M
Schonfeld Strategic Advisors LLC 0.10% Add +330.2% 277,303 $13.3M
Van Eck Associates Corp. 0.01% Add +169.3% 267,242 $12.9M
Bridgewater Associates 0.05% Add +143.5% 262,747 $12.6M
US Bancorp \de 0.01% Add +3.9% 234,651 $11.3M
Charles Schwab Investment Management Inc. 0.00% Add +9.7% 233,110 $11.2M
Vicus Capital 0.91% Reduce -4.6% 227,625 $10.9M
JPMorgan Chase & Co. 0.00% Reduce -48.2% 226,440 $10.9M
SPX Gestao de Recursos Ltda 0.98% Add +1354.0% 217,500 $10.5M
Neuberger Berman Group LLC 0.01% Reduce -12.3% 211,852 $10.2M
Natixis Advisors, LLC 0.02% Add +17.6% 208,211 $10.0M
Barclays PLC 0.00% Add +3.6% 208,104 $10.0M
Quantinno Capital Management LP 0.04% Add +37.2% 206,295 $9.9M
LPL Financial LLC 0.00% Add +2.8% 205,000 $9.9M
Susquehanna International Group, LLP 0.01% Reduce -23.8% 203,690 $9.8M
Millennium Management 0.01% Reduce -14.6% 193,723 $9.3M
QRG Capital Management, Inc. 0.08% Add +20.4% 189,927 $9.1M
T. Rowe Price Associates Inc. 0.00% Reduce -31.1% 185,302 $8.9M
Violich Capital Management, Inc. 1.24% Reduce -12.7% 183,763 $8.8M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -1.3% 182,973 $8.8M
Creative Planning 0.01% Add +14.2% 182,602 $8.8M
SIH Partners, LLLP 0.82% Reduce -48.8% 178,965 $8.6M
Crossmark Global Holdings, Inc. 0.14% Add +6.6% 178,171 $8.6M
Kornitzer Capital Management Inc. 0.16% Reduce -1.6% 166,810 $8.0M
Stifel Financial Corp. 0.01% Add +0.9% 164,716 $7.9M
HighTower Advisors, LLC 0.01% Add +14.2% 160,646 $7.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -10.1% 160,065 $7.7M
Mariner, LLC 0.01% Add +7.6% 156,509 $7.5M
Hikari Power Ltd 0.59% No change 147,400 $7.1M
Addenda Capital Inc. 0.25% Add +27.9% 143,324 $6.9M
Avantax Advisory Services, Inc. 0.04% Add +12.1% 143,182 $6.9M
Manning & Napier Advisors LLC 0.08% New 141,363 $6.8M
O'shaughnessy Asset Management, LLC 0.04% Reduce -10.6% 136,070 $6.5M
Bank of New York Mellon Corp 0.00% Add +0.5% 133,082 $6.4M
Moran Wealth Management, LLC 0.19% Add +3.5% 127,299 $6.1M
Tidal Investments LLC 0.04% Reduce -12.1% 126,931 $6.1M
Fusion Capital, LLC 2.02% Add +3.2% 122,895 $5.9M
Hikari Tsushin, Inc. 0.40% No change 119,021 $5.7M
National Bank of Canada 0.01% Reduce -20.0% 117,056 $5.6M
GMO 0.02% Add +56.4% 112,675 $5.4M
Bearing Point Capital, LLC 0.99% Add +6.0% 111,906 $5.4M
Quadrant Capital Group LLC 0.19% Add +31.6% 110,208 $5.3M
Cerity Partners LLC 0.01% Add +8.4% 109,443 $5.3M
Mercer Global Advisors Inc. 0.01% Add +4.9% 106,448 $5.1M
Amundi 0.00% Add +5.1% 96,951 $4.9M
Guardian Partners Inc. 0.43% Reduce -3.7% 96,407 $4.8M
Strategy Asset Managers LLC 0.88% Add +2.3% 98,520 $4.7M
Commonwealth Equity Services, LLC 0.01% Reduce -21.1% 98,475 $4.7M
NewEdge Wealth, LLC 0.07% Add +9.5% 90,706 $4.7M
Amova Asset Management Americas, Inc. 0.05% Add +6.4% 96,114 $4.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +6.4% 96,114 $4.6M
Shelter Mutual Insurance Co 1.06% No change 94,680 $4.6M
Holowesko Partners Ltd. 1.65% No change 91,900 $4.4M
Vanguard Personalized Indexing Management, LLC 0.05% Add +7.4% 91,591 $4.4M
Callan Family Office, LLC 0.14% Add +86.6% 91,553 $4.4M
Decade Renewable Partners LP 3.57% New 91,545 $4.4M
Earnest Partners LLC 0.02% Add +7.4% 91,158 $4.4M
Hourglass Capital, LLC 1.02% Add +3.6% 85,746 $4.1M
Squarepoint Ops LLC 0.01% Add +53.7% 85,381 $4.1M
Palogic Value Management, L.P. 1.76% Add +0.3% 85,132 $4.1M
Tower Research Capital LLC (TRC) 0.11% Add +15755.9% 84,829 $4.1M
PKO Investment Management Joint-Stock Co 0.43% No change 83,408 $4.0M
Graham Capital Management, L.P. 0.12% Add +79.5% 81,856 $3.9M
Greenline Partners, LLC 0.53% Reduce -51.6% 81,501 $3.9M
Jamison Private Wealth Management, Inc. 0.56% Reduce -0.3% 80,921 $3.9M
AQR Capital Management 0.00% Add +153.4% 80,704 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.4% 75,593 $3.8M
LSV Asset Management 0.01% No change 79,100 $3.8M
Osaic Holdings, Inc. 0.01% Add +4.1% 75,453 $3.6M
XTX Topco Ltd 0.15% New 73,164 $3.5M
Nichols & Pratt Advisers LLP 0.23% Add +0.5% 72,655 $3.5M
Quantbot Technologies LP 0.09% Add +11.8% 72,645 $3.5M
Scotia Capital Inc. 0.02% Reduce -2.1% 71,940 $3.5M
PNC Financial Services Group, Inc. 0.00% Add +7.9% 70,499 $3.4M
NewEdge Advisors, LLC 0.02% Add +63.8% 69,665 $3.4M
Vident Advisory, LLC 0.04% Add +53.6% 69,037 $3.3M
Forum Financial Management, LP 0.05% Reduce -10.3% 66,939 $3.2M
Petredis Investment Advisors LLC 0.28% Add +1.4% 66,410 $3.2M
Concentric Capital Strategies, LP 0.18% New 66,189 $3.2M
Kestra Advisory Services, LLC 0.02% Add +5.4% 65,695 $3.2M
Strong Tower Advisory Services 0.61% Add +1.5% 64,388 $3.1M
Baugh & Associates, LLC 1.61% New 68,450 $3.1M
Riverview Capital Advisers, LLC 0.87% Reduce -16.1% 63,170 $3.0M
Ingalls & Snyder LLC 0.11% Reduce -8.2% 63,027 $3.0M
Atom Investors LP 0.26% New 62,040 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.0% 61,913 $3.0M
PEAK6 LLC 0.10% Add +15.5% 60,334 $2.9M
Canal Insurance CO 0.65% No change 60,000 $2.9M
Cohen Investment Advisors LLC 1.50% Add +6.3% 59,668 $2.9M
Lockheed Martin Investment Management Co. 0.10% Add +67.0% 57,310 $2.8M
Cibc World Market Inc. 0.01% Add +5.3% 56,712 $2.7M
Euro Pacific Asset Management, LLC 0.43% New 55,552 $2.7M
Integras Partners LLC 2.86% Reduce -0.6% 55,417 $2.7M
XY Capital Ltd 1.81% New 54,581 $2.6M
Sei Investments Co. 0.00% Add +4.1% 53,302 $2.6M
Peapack Gladstone Financial Corp. 0.04% Reduce -3.4% 53,083 $2.6M
Bridge Creek Capital Management LLC 0.74% Add +1.2% 52,296 $2.5M
Jane Street Group, LLC 0.00% Reduce -63.5% 51,760 $2.5M
Naviter Wealth, LLC 0.30% Reduce -1.9% 50,524 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.1% 49,004 $2.4M
Stonegate Investment Group, LLC 0.06% Add +44.2% 48,810 $2.3M
Twin Tree Management, LP 0.06% Reduce -47.5% 47,758 $2.3M
Optimist Retirement Group LLC 1.05% Add +0.0% 45,361 $2.2M
Icon Advisers Inc. 0.50% New 45,000 $2.2M
Callahan Advisors, LLC 0.19% Reduce -12.7% 44,273 $2.1M
Northcape Wealth Management, LLC 0.64% Reduce -0.4% 43,454 $2.1M
Prelude Capital Management, LLC 0.20% New 43,061 $2.1M
Yousif Capital Management, LLC 0.02% Add +8.4% 42,296 $2.0M
Jones Financial Companies LLLP 0.00% Add +9.5% 41,038 $2.0M
Syon Capital LLC 0.13% Add +40.1% 41,359 $2.0M
HRT Financial LP 0.01% Reduce -21.9% 41,230 $2.0M
&partners 0.01% Add +0.5% 39,965 $1.9M
Captrust Financial Advisors 0.00% Add +1.9% 39,846 $1.9M
Associated Banc-Corp 0.05% Reduce -4.6% 39,655 $1.9M
Simmons Bank 0.13% Reduce -0.3% 39,357 $1.9M
HSBC Holdings PLC 0.00% Add +40.0% 39,104 $1.9M
Marco Investment Management LLC 0.15% Reduce -2.2% 38,534 $1.9M
Cetera Investment Advisers 0.00% Reduce -25.4% 38,205 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +23.5% 36,846 $1.8M
Engineers Gate Manager LP 0.02% Reduce -43.6% 36,537 $1.8M
D.A. Davidson & Co. 0.01% Reduce -7.5% 36,056 $1.7M
Strategic Global Advisors, LLC 0.28% Add +36.5% 35,160 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +14.8% 35,133 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -10.8% 34,672 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +20.8% 33,999 $1.6M
Choreo, LLC 0.02% Reduce -3.7% 33,054 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.07% — 32,754 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -16.1% 32,059 $1.5M
Truist Financial Corp. 0.00% Reduce -11.7% 31,831 $1.5M
Baird Financial Group, Inc. 0.00% Add +4.1% 31,691 $1.5M
Moors & Cabot, Inc. 0.07% Add +1.2% 31,618 $1.5M
Fifth Third Bancorp 0.01% Reduce -0.6% 31,077 $1.5M
DAVENPORT & Co LLC 0.01% Add +5.8% 30,643 $1.5M
Legacy Wealth Asset Management, LLC 0.37% Reduce -19.6% 30,612 $1.5M
Signaturefd, LLC 0.03% Reduce -11.8% 30,588 $1.5M
K.J. Harrison & Partners Inc 0.24% New 30,005 $1.4M
MML Investors Services, LLC 0.00% Add +0.6% 29,615 $1.4M
Keybank National Association 0.01% Reduce -0.2% 28,696 $1.4M
Simplex Trading, LLC 0.04% Reduce -12.1% 28,691 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +5.2% 28,524 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -11.6% 28,026 $1.3M
SBI Securities Co., Ltd. 0.04% Add +8.1% 27,942 $1.3M
SouthState Bank Corp 0.06% Add +13.1% 27,753 $1.3M
TD Waterhouse Canada Inc. 0.01% Reduce -29.0% 27,327 $1.3M
Recurrent Investment Advisors LLC 0.11% No change 27,385 $1.3M
Synovus Financial Corp. 0.02% Add +12.1% 26,785 $1.3M
Castellan Group 0.24% No change 26,635 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +4.7% 25,716 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -0.4% 25,150 $1.2M
Intrepid Family Office LLC 1.30% New 25,000 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -90.5% 24,829 $1.2M
First Trust Advisors LP 0.00% Reduce -9.9% 24,386 $1.2M
180 Wealth Advisors, LLC 0.16% Add +11.7% 24,260 $1.2M
Arkadios Wealth Advisors 0.03% Add +97.1% 24,165 $1.2M
Evergreen Capital Management LLC 0.03% Add +79.6% 23,777 $1.1M
Vise Technologies, Inc. 0.05% — 23,553 $1.1M
Royal Fund Management, LLC 0.12% Add +15.1% 23,391 $1.1M
FORA Capital, LLC 0.12% Add +36.7% 23,183 $1.1M
Ritholtz Wealth Management 0.02% Reduce -33.1% 23,080 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -37.3% 22,951 $1.1M
Leonteq Securities AG 0.06% Add +170.8% 22,847 $1.1M
Viewpoint Investment Partners Corp. 0.60% Add +224.7% 22,715 $1.1M
Vestmark Advisory Solutions, Inc. 0.02% Add +78.3% 22,197 $1.1M
Highland Capital Management, LLC 0.06% Reduce -2.4% 22,113 $1.1M
Jackson Hole Capital Partners, LLC 0.19% Add +17.2% 22,046 $1.1M
Aquatic Capital Management LLC 0.02% New 21,693 $1.0M
DGS Capital Management, LLC 0.21% Add +53.1% 21,029 $1.0M
Russell Investments Group, Ltd. 0.00% Add +0.0% 20,852 $1.0M
Sit Investment Associates Inc. 0.02% Reduce -48.0% 20,800 $1.0M
TD Asset Management Inc 0.00% Reduce -17.8% 20,200 $971K
VPR Management LLC 0.45% Add +400.0% 20,000 $962K
Greenleaf Trust 0.01% Reduce -3.3% 19,805 $952K
Aigen Investment Management, LP 0.13% Reduce -54.5% 19,496 $938K
Stratos Wealth Partners, LTD. 0.01% Add +9.4% 19,039 $916K
Onex Canada Asset Management Inc. 0.11% New 18,744 $901K
Raelipskie Partnership 0.41% No change 18,727 $901K
Ovata Capital Management Ltd 0.19% Reduce -17.3% 18,701 $897K
SG Americas Securities, LLC 0.00% New 18,450 $887K
Rossmore Private Capital 0.10% Reduce -35.6% 18,110 $871K
Schroder Investment Management Group 0.00% Reduce -5.9% 18,019 $867K
Montgomery Investment Management Inc. 0.33% No change 17,950 $863K
Rhumbline Advisers 0.00% Reduce -2.9% 17,806 $856K
Focus Partners Wealth 0.00% Add +71.1% 17,757 $854K
Pitcairn Co. 0.06% Reduce -13.8% 17,615 $847K
Profund Advisors LLC 0.03% Reduce -7.2% 17,543 $844K
Ieq Capital, LLC 0.01% Add +64.7% 17,331 $833K
Compound Planning, Inc. 0.03% Reduce -23.6% 17,096 $822K
Ridgewood Investments LLC 0.36% Add +93.7% 17,062 $821K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -56.6% 16,754 $806K
Johnson Investment Counsel Inc. 0.01% Add +5.1% 16,751 $806K
Prospera Financial Services Inc 0.01% Reduce -1.2% 16,725 $804K
Guggenheim Capital LLC 0.01% Add +13.0% 16,692 $803K
Stamos Capital Partners, L.P. 0.14% Add +63.2% 16,673 $802K
ICONIQ Capital, LLC 0.01% Reduce -9.2% 16,540 $795K
Jeppson Wealth Management, LLC 0.28% Reduce -28.6% 16,532 $795K
Northwest Bancshares, Inc. 0.14% Reduce -1.3% 16,396 $788K
Moody National Bank Trust Division 0.07% Add +0.6% 16,112 $775K
Nuveen, LLC 0.00% Reduce -29.6% 16,018 $770K
Stratos Wealth Advisors, LLC 0.04% New 16,013 $770K
Checchi Capital Advisers, LLC 0.05% Reduce -5.5% 15,995 $769K
Fiduciary Trust Co 0.01% Reduce -4.8% 15,588 $750K
Cadence Wealth Management LLC 0.49% Add +9.3% 15,308 $736K
Aptus Capital Advisors, LLC 0.01% Reduce -22.3% 15,163 $729K
Brown Advisory Inc. 0.00% Add +5.0% 15,131 $728K
Kempner Capital Management Inc. 0.39% No change 15,120 $727K
Fairfield, Bush & Co. 0.41% No change 15,079 $725K
Hartford Funds Management Co LLC 0.06% Add +10.0% 14,637 $704K
Aaron Wealth Advisors LLC 0.07% Add +4.1% 14,573 $701K
Berkeley Capital Partners, LLC 0.18% New 14,513 $698K
Argent Trust Co 0.03% Add +16.0% 14,477 $696K
Gleason Group, Inc. 0.08% No change 14,435 $694K
Sterling Capital Management LLC 0.01% Reduce -2.1% 14,341 $690K
Manske Wealth Management 0.23% Add +5.7% 14,321 $689K
Quinn Opportunity Partners LLC 0.06% No change 14,300 $688K
Group One Trading LLC 0.02% Reduce -48.3% 14,243 $685K
Mangrove Partners Im, LLC 0.07% New 14,119 $679K
Brooklyn Investment Group 0.09% Add +105.0% 13,786 $663K
Persium Advisors, LLC 0.55% New 13,772 $662K
Regions Financial Corp. 0.00% Add +1.8% 13,735 $661K
WealthTrust Axiom LLC 0.19% Add +12.6% 13,678 $658K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.6% 12,877 $653K
SevenBridge Financial Group, LLC 0.12% Reduce -17.3% 12,075 $653K
Bailard, Inc. 0.02% Reduce -8.1% 13,546 $651K
M&T Bank Corp 0.00% Reduce -16.9% 13,459 $647K
Ballentine Partners, LLC 0.01% Add +28.3% 13,337 $641K
Norway Savings Bank 0.32% Reduce -18.9% 13,112 $631K
Versant Capital Management, Inc 0.09% Add +10.2% 12,993 $625K
Sprott Inc. 0.03% Reduce -33.6% 12,900 $620K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.2% 12,758 $614K
Integrated Wealth Concepts LLC 0.01% Add +12.2% 12,727 $612K
Principal Securities, Inc. 0.01% Add +60.3% 12,687 $610K
Blue Trust, Inc. 0.01% Add +184.9% 12,609 $606K
Exchange Traded Concepts, LLC 0.01% Add +28.0% 12,582 $605K
Invesco Ltd. 0.00% Add +99.6% 12,506 $601K
Atria Investments, Inc 0.01% Reduce -13.9% 12,346 $594K
Savant Capital, LLC 0.00% Add +62.2% 12,149 $584K
Albert D Mason Inc. 0.42% Add +0.3% 12,105 $582K
R Squared Ltd 0.32% Add +11.9% 12,006 $577K
United Capital Financial Advisors, LLC 0.00% Reduce -32.6% 11,969 $576K
Founders Financial Securities LLC 0.04% Add +5.5% 11,911 $573K
Nicholas Hoffman & Company, LLC. 0.01% Add +3.3% 11,899 $572K
Burford Brothers, Inc. 0.26% Add +1.6% 11,888 $572K
Driehaus Capital Management LLC 0.00% No change 23,840 $571K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -6.2% 11,832 $569K
Inspire Advisors, LLC 0.06% Add +1.5% 11,795 $567K
Saturna Capital Corp. 0.01% Reduce -2.1% 11,624 $559K
Parallel Advisors, LLC 0.01% Reduce -7.2% 11,560 $556K
Horizon Investments, LLC 0.01% Add +3.5% 11,516 $554K
Louisbourg Investments Inc. 0.13% No change 11,080 $533K
Sage Rhino Capital LLC 0.11% Add +7.5% 11,005 $529K
Bollard Group LLC 0.01% Reduce -47.1% 10,897 $524K
IMC-Chicago, LLC 0.01% New 10,893 $524K
West Family Investments, Inc. 0.14% Add +12.1% 10,783 $519K
Jump Financial, LLC 0.01% New 10,780 $518K
Mesirow Financial Investment Management, Inc. 0.01% No change 10,774 $518K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -20.1% 10,488 $504K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.2% 10,479 $504K
Cordatus Wealth Management LLC 0.12% Reduce -2.0% 10,348 $498K
Apollon Wealth Management, LLC 0.01% Reduce -10.7% 10,334 $497K
Kingsview Wealth Management, LLC 0.01% Reduce -19.7% 10,304 $496K
Highline Wealth Partners LLC 0.15% Add +0.6% 10,192 $490K
Mission Wealth Management, LP 0.01% Reduce -2.1% 10,096 $485K
CW Advisors, LLC 0.00% New 10,074 $484K
Smartleaf Asset Management LLC 0.04% Add +0.7% 9,910 $482K
Mosaic Financial Group, LLC 0.37% No change 10,000 $481K
Virtu Financial LLC 0.02% Reduce -7.8% 10,012 $481K
Baader Bank Aktiengesellschaft 0.04% Add +2.9% 10,046 $477K
State Street Corp. 0.00% No change 9,884 $475K
Invictus Private Wealth, LLC 0.03% No change 9,610 $462K
Private Advisor Group, LLC 0.00% Add +88.6% 9,550 $459K
RNC Capital Management LLC 0.02% Reduce -0.4% 9,516 $458K
Glenmede Investment Management, LP 0.00% — 9,478 $456K
Farther Finance Advisors, LLC 0.01% Add +408.5% 9,448 $454K
Pinnacle West Asset Management, Inc. 0.31% Reduce -1.3% 9,425 $453K
Hantz Financial Services, Inc. 0.01% Add +1258.7% 9,402 $452K
Range Financial Group LLC 0.18% Reduce -74.8% 9,383 $451K
Valeo Financial Advisors, LLC 0.01% Add +14.3% 9,381 $451K
CoreCommodity Management, LLC 0.07% Add +43.5% 9,240 $444K
International Assets Investment Management, LLC 0.04% Add +13.3% 9,191 $442K
First Financial Corp. 0.20% Reduce -0.7% 9,153 $440K
Choate Investment Advisors 0.01% Add +43.2% 9,118 $438K
Fox Run Management, L.L.C. 0.07% New 9,090 $437K
Independent Advisor Alliance 0.01% Add +12.2% 9,084 $437K
Fractal Investments LLC 0.06% No change 9,000 $433K
Legal Advantage Investments, Inc. 0.20% Reduce -4.3% 8,957 $431K
AE Wealth Management LLC 0.00% Add +4.1% 8,910 $429K
XML Financial, LLC 0.04% Reduce -0.6% 8,890 $428K
Gryphon Financial Partners LLC 0.06% Add +28.8% 8,879 $427K
Denali Advisors LLC 0.04% Reduce -2.9% 8,770 $422K
PDS Planning, Inc 0.03% Add +1.8% 8,739 $420K
IHT Wealth Management, LLC 0.01% Reduce -34.8% 8,711 $419K
Chicago Partners Investment Group LLC 0.01% Add +3.8% 7,498 $415K
Ethic Inc. 0.01% Add +30.3% 8,472 $412K
Pacifica Partners Inc. 0.17% Add +9.2% 8,456 $411K
Advisory Services Network, LLC 0.01% Reduce -8.2% 7,931 $402K
One Wealth Advisors, LLC 0.06% Add +2.3% 8,310 $400K
Minot DeBlois Advisors LLC 0.38% Reduce -1.4% 8,299 $399K
Avidian Wealth Enterprises, LLC 0.02% Add +0.6% 8,215 $395K
Summit Global Investments 0.02% Reduce -52.5% 8,025 $386K
Plan A Wealth LLC 0.22% New 8,012 $385K
Mutual Advisors, LLC 0.01% Add +4.0% 7,155 $380K
Gallacher Capital Management LLC 0.18% Reduce -12.6% 7,896 $380K
Portman Square Capital LLP 0.75% Add +31.4% 7,788 $375K
Bridgefront Capital, LLC 0.10% New 7,744 $372K
Radnor Capital Management, LLC 0.06% No change 7,600 $365K
Kathmere Capital Management, LLC 0.03% Add +32.6% 7,581 $365K
Garner Asset Management Corp 0.16% Reduce -24.2% 7,295 $351K
Abel Hall, LLC 0.16% New 7,257 $349K
Kestra Private Wealth Services, LLC 0.01% Add +10.7% 7,174 $345K
Benedict Financial Advisors Inc. 0.08% No change 7,124 $343K
Whittier Trust Co. 0.00% Reduce -8.0% 7,123 $343K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.6% 7,066 $340K
Breakwater Capital Group 0.05% Add +39.8% 6,929 $333K
Federation des caisses Desjardins du Quebec 0.00% Reduce -6.0% 6,915 $333K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +40.7% 6,906 $332K
LaSalle St. Investment Advisors, LLC 0.09% Add +0.2% 6,895 $331K
Wedmont Private Capital 0.01% Reduce -2.9% 6,590 $327K
Merit Financial Group, LLC 0.00% New 6,628 $319K
Qtron Investments LLC 0.04% Reduce -0.3% 6,619 $318K
Uncommon Cents Investing LLC 0.08% Add +41.6% 6,600 $317K
Kelleher Financial Advisors 0.11% Add +1.5% 6,542 $315K
Venturi Wealth Management, LLC 0.02% Add +47.6% 6,429 $309K
Sowell Financial Services LLC 0.01% Add +10.7% 6,397 $308K
Wedbush Securities Inc. 0.01% Reduce -18.6% 6,364 $306K
Bessemer Group Inc. 0.00% Reduce -4.3% 6,340 $304K
Shelton Capital Management 0.01% No change 6,300 $303K
Financial Management Professionals, Inc. 0.03% Reduce -0.4% 6,233 $300K
MAI Capital Management 0.00% Add +25.1% 6,091 $293K
American Trust Investment Advisors, LLC 0.15% No change 6,072 $292K
Gotham Asset Management 0.00% New 6,040 $290K
Coldstream Capital Management Inc. 0.00% Add +27.9% 5,999 $288K
Comprehensive Money Management Services LLC 0.22% Reduce -14.2% 5,936 $285K
Essex Financial Services, Inc. 0.02% Add +0.9% 5,688 $274K
Summitry LLC 0.01% Add +25.1% 5,660 $272K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.6% 5,658 $272K
EP Wealth Advisors, LLC 0.00% New 5,638 $271K
TT Capital Management LLC 0.22% Add +3.5% 5,617 $270K
Prime Capital Investment Advisors, LLC 0.00% Add +3.5% 5,523 $266K
Carnegie Lake Advisors LLC 0.10% Reduce -36.0% 5,500 $264K
1832 Asset Management L.P. 0.00% Reduce -49.3% 5,454 $262K
Redwood Wealth Management Group, LLC 0.12% No change 5,427 $261K
Bridgewater Advisors Inc. 0.02% Reduce -5.7% 4,927 $260K
Avior Wealth Management, LLC 0.01% Reduce -50.8% 5,363 $258K
Marks Group Wealth Management, Inc 0.02% Add +13.4% 5,340 $257K
Eaton Financial Holdings Company, LLC 0.08% New 5,324 $256K
Timber Creek Capital Management LLC 0.07% No change 5,000 $256K
Intrust Bank NA 0.02% Reduce -38.1% 5,284 $254K
Financial Sense Advisors, Inc. 0.06% No change 5,276 $254K
Mindset Wealth Management, LLC 0.08% No change 5,210 $251K
Agf Management Ltd. 0.00% New 5,200 $250K
Insigneo Advisory Services, LLC 0.02% Add +8.4% 5,100 $245K
Retirement Planning Co of New England, Inc. 0.11% Add +14.3% 5,093 $245K
Ascent Group, LLC 0.01% Add +6.9% 5,086 $245K
Williams Jones Wealth Management, LLC. 0.00% No change 5,069 $244K
Naples Global Advisors, LLC 0.02% Reduce -8.2% 5,043 $242K
Corient IA LP 0.14% No change 5,000 $240K
Blair William & Co. 0.00% Reduce -10.2% 4,944 $238K
Two Sigma Securities, LLC 0.03% New 4,924 $237K
Mgo One Seven LLC 0.01% New 4,911 $236K
Traveka Wealth, LLC 0.12% Add +2.9% 4,885 $235K
Harmony Asset Management LLC 0.09% Reduce -8.6% 4,821 $232K
NorthCoast Asset Management LLC 0.00% Reduce -2.5% 4,791 $230K
Savvy Advisors, Inc. 0.02% New 4,781 $230K
Successful Portfolios LLC 0.14% Reduce -0.3% 4,776 $230K
Cwm, LLC 0.00% Reduce -12.7% 4,763 $229K
J.W. Cole Advisors, Inc. 0.00% New 4,733 $228K
Welch & Forbes LLC 0.00% No change 4,715 $227K
Snowden Capital Advisors LLC 0.01% Reduce -9.5% 4,700 $226K
Cherokee Insurance Co 0.10% No change 4,700 $226K
Knights of Columbus Asset Advisors LLC 0.01% No change 4,694 $226K
Steph & Co. 0.07% Reduce -1.2% 4,684 $225K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 4,667 $224K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +935.4% 4,628 $223K
Rathbones Group PLC 0.00% No change 4,616 $222K
CENTRAL TRUST Co 0.01% Reduce -9.9% 4,550 $219K
Rwa Wealth Partners, LLC 0.00% Add +4.6% 4,550 $219K
Assetmark, Inc. 0.00% Add +27.4% 4,470 $215K
King Luther Capital Management Corp. 0.00% Reduce -4.0% 4,469 $215K
Integral Investment Advisors, Inc. 0.06% New 4,349 $209K
Thrivent Financial for Lutherans 0.00% New 4,354 $209K
Roberts Glore & Co. Inc. 0.06% Reduce -1.8% 4,315 $208K
Godshalk Welsh Capital Management, Inc. 0.13% No change 4,300 $207K
Stonebridge Capital Advisors LLC 0.02% Reduce -4.4% 4,300 $207K
Sivia Capital Partners, LLC 0.07% Reduce -30.4% 4,277 $206K
Inspire Investing, LLC 0.02% New 4,237 $204K
Aviance Capital Partners, LLC 0.03% New 4,206 $202K
BXM Wealth LLC 0.24% New 4,205 $202K
Allworth Financial LP 0.00% Add +147.2% 4,166 $200K
Alpine Bank Wealth Management 0.03% Add +616.9% 4,000 $192K
Walleye Capital LLC 0.00% Reduce -80.2% 3,896 $187K
EverSource Wealth Advisors, LLC 0.01% Add +173.7% 3,774 $182K
Cullen/Frost Bankers, Inc. 0.00% No change 3,673 $177K
CVA Family Office, LLC 0.02% Reduce -1.1% 3,600 $173K
Raiffeisen Bank International AG 0.00% No change 3,590 $172K
U S Global Investors Inc. 0.02% No change 3,500 $168K
First Horizon Advisors, Inc. 0.00% Reduce -39.6% 3,397 $163K
GAMMA Investing LLC 0.01% Add +14.3% 3,315 $159K
CoreCap Advisors, LLC 0.01% Reduce -1.2% 3,251 $156K
New York State Common Retirement Fund 0.00% No change 3,131 $151K
Solstein Capital, LLC 0.08% Reduce -3.8% 3,059 $147K
Erste Asset Management GmbH 0.00% Add +0.0% 3,000 $146K
Bank of New Hampshire 0.04% No change 3,000 $144K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 3,000 $144K
North Capital, Inc. 0.11% No change 2,687 $129K
LRI Investments, LLC 0.01% No change 2,667 $128K
AXA S.A. 0.00% No change 2,620 $126K
GoalVest Advisory LLC 0.03% No change 2,550 $123K
Cromwell Holdings LLC 0.07% Reduce -46.8% 2,524 $121K
Rexford Capital Inc. 0.10% — 2,436 $117K
Rosenberg Matthew Hamilton 0.03% Add +15.6% 2,406 $116K
Icon Wealth Advisors, LLC 0.01% No change 2,317 $111K
Larson Financial Group LLC 0.00% Add +1.9% 2,270 $109K
State of Wyoming 0.01% Add +0.7% 2,240 $108K
NBT Bank, N.A. 0.01% Reduce -4.9% 2,237 $108K
TD Private Client Wealth LLC 0.00% Reduce -4.9% 2,192 $105K
UMB Bank, n.a. 0.00% Reduce -30.5% 2,125 $102K
Beaird Harris Wealth Management, LLC 0.01% New 2,100 $101K
IFP Advisors, Inc 0.00% Reduce -24.9% 2,078 $100K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,008 $97K
Boit C F David 0.05% No change 2,000 $96K
Viking Fund Management LLC 0.01% Reduce -33.3% 2,000 $96K
Anfield Capital Management, LLC 0.03% No change 1,920 $92K
Geneos Wealth Management Inc. 0.00% Reduce -9.3% 1,836 $88K
Delta Asset Management LLC 0.01% No change 1,733 $83K
Bruce G. Allen Investments, LLC 0.06% Add +25.3% 1,726 $83K
Trust Co. of Toledo NA 0.01% New 1,700 $82K
Global Retirement Partners, LLC 0.00% — 1,613 $78K
Atlas Capital Advisors Inc. 0.01% Add +44.1% 1,552 $75K
Ameritas Advisory Services, LLC 0.00% Reduce -67.7% 1,539 $74K
Summit Securities Group LLC 0.03% No change 1,500 $72K
Huntington National Bank 0.00% Reduce -9.1% 1,432 $69K
Parkside Financial Bank & Trust 0.01% Add +14.7% 1,386 $67K
Sunbelt Securities, Inc. 0.01% Add +1.9% 1,309 $64K
First PREMIER Bank 0.02% No change 1,296 $63K
HHM Wealth Advisors, LLC 0.01% No change 1,200 $58K
Wilmington Savings Fund Society, FSB 0.00% Reduce -5.6% 1,199 $58K
Raleigh Capital Management Inc. 0.02% New 1,197 $58K
Chilton Capital Management LLC 0.00% No change 1,155 $56K
Optimum Investment Advisors 0.02% No change 1,150 $55K
Harbour Investments, Inc. 0.00% Add +7.5% 1,117 $54K
Grove Bank & Trust 0.01% No change 1,097 $53K
MTM Investment Management, LLC 0.02% New 1,083 $52K
American National Bank & Trust 0.01% Reduce -2.6% 1,071 $52K
ROSS\JOHNSON & Associates LLC 1.06% No change 1,070 $51K
Allianz SE 0.00% No change 1,037 $50K
Bell Investment Advisors, Inc 0.01% Add +1062.5% 1,023 $49K
Pin Oak Investment Advisors Inc. 0.04% No change 1,010 $49K
Vermillion Wealth Management, Inc. 0.02% Reduce -34.6% 1,006 $48K
Dunhill Financial, LLC 0.01% New 1,000 $48K
Spire Wealth Management 0.00% Reduce -69.4% 998 $48K
Toronto Dominion Bank 0.00% No change 970 $47K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.2% 969 $47K
Natixis 0.00% New 959 $46K
AlphaCore Capital LLC 0.00% New 921 $44K
Archer Investment Corp 0.01% No change 890 $43K
Ancora Advisors LLC 0.00% Reduce -25.4% 880 $42K
NewSquare Capital LLC 0.00% Add +249.8% 871 $42K
GHP Investment Advisors, Inc. 0.00% No change 824 $40K
Bangor Savings Bank 0.00% No change 823 $40K
Pinnacle Bancorp, Inc. 0.01% No change 815 $39K
Deutsche Bank AG 0.00% Add +6.4% 800 $38K
Pingora Partners LLC 0.02% No change 689 $33K
Rothschild Investment LLC 0.00% Reduce -47.8% 681 $33K
Hilltop National Bank 0.01% — 675 $32K
Caldwell Trust Co 0.00% No change 650 $31K
AdvisorNet Financial, Inc 0.00% No change 571 $27K
Montag A & Associates Inc. 0.00% No change 550 $26K
Arax Advisory Partners 0.00% Reduce -18.6% 284 $26K
Nisa Investment Advisors, LLC 0.00% Reduce -48.8% 525 $25K
Frazier Financial Advisors, LLC 0.02% No change 500 $24K
Berbice Capital Management LLC 0.02% Add +25.0% 500 $24K
Center for Financial Planning, Inc. 0.00% No change 500 $24K
Farmers & Merchants Investments Inc. 0.00% Reduce -37.5% 500 $24K
Whipplewood Advisors, LLC 0.01% Reduce -84.0% 484 $23K
REAP Financial Group, LLC 0.01% Reduce -19.4% 475 $23K
Twin Peaks Wealth Advisors, LLC 0.01% New 416 $22K
Asset Dedication, LLC 0.00% No change 450 $22K
SOA Wealth Advisors, LLC. 0.00% No change 440 $21K
Costello Asset Management, INC 0.01% Reduce -18.8% 431 $21K
Eastern Bank 0.00% Reduce -21.1% 425 $20K
Addison Advisors LLC 0.01% Reduce -42.5% 423 $20K
GPS Wealth Strategies Group, LLC 0.00% Reduce -61.6% 422 $20K
Lanark Financial, Inc. 0.00% No change 436 $20K
GW&K Investment Management, LLC 0.00% Add +11.1% 421 $20K
JFS Wealth Advisors, LLC 0.00% Reduce -66.0% 412 $20K
Rossby Financial, LCC 0.01% No change 400 $19K
Valley National Advisers Inc. 0.00% No change 400 $19K
Financial Perspectives, Inc 0.01% No change 365 $18K
Ameriflex Group, Inc. 0.01% No change 359 $17K
Boyd Watterson Asset Management LLC 0.01% No change 360 $17K
Alerus Financial NA 0.00% New 344 $17K
Fairscale Capital, LLC 0.01% New 322 $16K
Family Legacy Financial Solutions, LLC 0.01% — 334 $16K
Robinswood Financial LLC 0.01% No change 332 $16K
Sawyer & Company, Inc 0.01% Reduce -86.9% 190 $16K
Private Trust Co. NA 0.00% No change 327 $16K
1248 Management, LLC 0.01% No change 320 $15K
CoreFirst Bank & Trust 0.01% New 300 $14K
Bayforest Capital Ltd 0.01% New 296 $14K
Beutel, Goodman & Co Ltd. 0.00% Reduce -88.8% 300 $14K
Salem Investment Counselors Inc. 0.00% Reduce -34.6% 283 $14K
Centerpoint Advisors, LLC 0.00% No change 275 $13K
Chung Wu Investment Group, LLC 0.01% New 268 $13K
FSA Wealth Management LLC 0.00% No change 250 $12K
Trust Co. of Vermont 0.00% New 250 $12K
Trust Co 0.00% No change 249 $12K
Rakuten Securities, Inc. 0.00% Reduce -38.7% 242 $12K
Cape Investment Advisory, Inc. 0.00% Reduce -37.2% 235 $11K
Sierra Ocean, LLC 0.01% Reduce -30.8% 234 $11K
True Wealth Design, LLC 0.00% Reduce -0.9% 229 $11K
Coston, McIsaac & Partners 0.00% No change 234 $11K
Brown Brothers Harriman & Co. 0.00% No change 213 $10K
Beacon Capital Management, LLC 0.00% Reduce -8.2% 212 $10K
Motco 0.00% New 200 $10K
Strategic Wealth Partners, Ltd. 0.00% — 209 $10K
Bogart Wealth, LLC 0.00% Reduce -58.2% 203 $10K
Westside Investment Management, Inc. 0.00% New 197 $10K
Innovative Advisory Group, LLC 0.01% New 190 $9K
Physician Wealth Advisors, Inc. 0.00% Add +246.3% 187 $9K
ORG Partners LLC 0.00% New 172 $8K
NFSG Corp 0.00% No change 164 $8K
Binnacle Investments Inc 0.01% Add +182.8% 164 $8K
Main Street Group, LTD 0.00% Reduce -10.9% 164 $8K
Creative Financial Designs Inc. 0.00% Reduce -24.3% 162 $8K
Clearstead Trust, LLC 0.00% New 161 $8K
Breakwater Investment Management 0.00% No change 160 $8K
Armstrong Advisory Group, Inc. 0.00% No change 160 $8K
Evelyn Partners Investment Management Services Ltd 0.00% No change 155 $7K
Washington Trust Advisors, Inc. 0.00% No change 154 $7K
Country Trust Bank 0.00% Add +240.9% 150 $7K
Community Bank, N.A. 0.00% No change 150 $7K
Cornerstone Planning Group LLC 0.00% Reduce -21.1% 135 $7K
Towne Trust Company, N.A 0.00% No change 143 $7K
Golden State Wealth Management, LLC 0.00% No change 142 $7K
Redmont Wealth Advisors LLC 0.01% New 135 $6K
Sound Income Strategies, LLC 0.00% Reduce -45.6% 131 $6K
Boreal Capital Management LLC 0.01% — 130 $6K
Zions Bancorporation, National Association 0.00% Reduce -39.6% 125 $6K
Clearstead Advisors, LLC 0.00% No change 105 $5K
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
Prestige Wealth Management Group LLC 0.00% No change 100 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.0% 99 $5K
Birchbrook, Inc. 0.00% No change 93 $4K
Rialto Wealth Management, LLC 0.00% No change 91 $4K
YANKCOM Partnership 0.00% No change 89 $4K
Avion Wealth 0.00% No change 89 $4K
Coastline Trust Co 0.00% No change 80 $4K
SJS Investment Consulting Inc. 0.00% No change 79 $4K
Creekmur Asset Management LLC 0.00% Reduce -54.0% 75 $4K
Murphy & Mullick Capital Management Corp 0.00% No change 71 $3K
2UniFi Bank 0.00% No change 70 $3K
Darwin Wealth Management, LLC 0.00% Add +1.5% 69 $3K
WealthCollab, LLC 0.00% Reduce -78.4% 66 $3K
Wolff Wiese Magana LLC 0.00% No change 63 $3K
Glen Eagle Advisors, LLC 0.00% No change 62 $3K
PrairieView Partners, LLC 0.00% No change 71 $3K
Morton Brown Family Wealth, LLC 0.00% No change 59 $3K
Principia Wealth Advisory, LLC 0.00% New 58 $3K
GFG Capital, LLC 0.00% New 54 $3K
Marshall & Sullivan Inc. 0.00% New 51 $2K
Western Pacific Wealth Management, LP 0.00% No change 50 $2K
Perritt Capital Management Inc 0.00% No change 46 $2K
MCF Advisors LLC 0.00% No change 44 $2K
Raffa Wealth Management, LLC 0.00% No change 43 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 34 $2K
IMG Wealth Management, Inc. 0.00% No change 39 $2K
SWAN Capital LLC 0.00% New 37 $2K
Stephens Consulting, LLC 0.00% New 34 $2K
Abound Wealth Management 0.00% Add +19.1% 25 $1K
City State Bank 0.00% No change 25 $1K
Salomon & Ludwin, LLC 0.00% New 22 $1K
HighMark Wealth Management LLC 0.00% No change 22 $1K
Capital Analysts, LLC 0.00% No change 23 $1K
CX Institutional 0.00% No change 13 $1K
Brown, Lisle/Cummings, Inc. 0.00% Add +5.9% 18 $851
Scarborough Advisors, LLC 0.00% New 14 $673
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -76.9% 12 $577
Nemes Rush Group LLC 0.00% New 11 $529
High Note Wealth, LLC 0.00% Reduce -10.0% 9 $433
WPG Advisers, LLC 0.00% No change 8 $385
Rise Advisors, LLC 0.00% No change 1 $50
Kiker Wealth Management, LLC 0.00% New 1 $37

"% 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.