BHP Group Ltd.-Spon ADRBHP

13F holders, Q3 2025 (September 30)
629holders +13
74new positions
60sold out
7famous investors
$55.73avg. 13F price*

At the end of Q3 2025, 629 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, up 13 from Q2 2025. 74 opened new positions and 60 sold out. The largest holders were Fisher Asset Management ($1.3B), Morgan Stanley ($626.5M) and Goldman Sachs Group Inc. ($579.6M). 7 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jeremy Grantham (0.0% of GMO'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions74$67.2M
Exits60$105.4M

All 13F filers, Q2 2025 → Q3 2025: 15,940,715 shares bought and 6,824,047 shares sold, net +9,116,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 629 holders

Fisher Asset Management 0.47% Add +1.4% 23,149,649 $1.3B
Morgan Stanley 0.04% Add +25.6% 11,237,436 $626.5M
Goldman Sachs Group Inc. 0.08% Add +18.4% 10,395,904 $579.6M
Harding Loevner LP 3.20% Reduce -1.4% 7,817,647 $435.8M
Wellington Management Group LLP 0.05% Reduce -19.8% 4,651,258 $259.3M
Dimensional Fund Advisors LP 0.05% Reduce -2.6% 3,879,320 $216.3M
Bank of America Corp. 0.01% Add +25.2% 3,465,421 $193.2M
Citigroup Inc. 0.12% Add +311.6% 3,232,936 $180.2M
BlackRock, Inc. 0.00% Add +17.8% 2,762,144 $154.0M
Neuberger Berman Group LLC 0.10% Add +1055.6% 2,448,179 $136.5M
Northern Trust Corp. 0.02% Add +5.3% 2,443,560 $136.2M
FMR LLC 0.01% Add +18.0% 1,939,498 $108.1M
SIH Partners, LLLP 9.06% Add +937.5% 1,856,704 $103.5M
State Farm Mutual Automobile Insurance Co. 0.06% No change 1,348,932 $75.2M
Royal Bank of Canada 0.01% Reduce -15.9% 1,183,596 $66.0M
American Century Companies Inc. 0.03% Add +18.3% 920,304 $51.3M
CIBC Private Wealth Group LLC 0.07% Add +4.6% 757,688 $42.2M
Townsend & Associates, Inc 3.26% Add +2.9% 617,773 $34.3M
UBS Group AG 0.01% Reduce -64.1% 563,584 $31.4M
D. E. Shaw & Co. 0.03% Reduce -4.8% 534,899 $29.8M
Jane Street Group, LLC 0.03% Add +916.2% 525,982 $29.3M
BNP Paribas Financial Markets 0.02% Reduce -36.7% 525,215 $29.3M
Raymond James Financial Inc. 0.01% Reduce -2.0% 508,455 $28.3M
Willis Investment Counsel 1.54% Add +10.4% 504,207 $28.1M
Arrowstreet Capital, Limited Partnership 0.02% New 488,501 $27.2M
Envestnet Asset Management Inc. 0.01% Reduce -0.9% 486,791 $27.1M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +1769.3% 464,133 $25.9M
Gabelli Funds LLC 0.17% No change 443,400 $24.7M
Ameriprise Financial Inc. 0.01% Reduce -7.5% 392,644 $21.9M
Bank of Montreal 0.01% Add +4.2% 372,791 $20.8M
Pacific Heights Asset Management LLC 0.87% No change 350,000 $19.5M
Charles Schwab Investment Management Inc. 0.00% Add +42.9% 333,168 $18.6M
Corient Private Wealth LP 0.03% Reduce -0.7% 323,984 $18.1M
Quantinno Capital Management LP 0.05% Add +53.1% 315,866 $17.6M
Rockefeller Capital Management L.P. 0.03% Add +1.5% 305,878 $17.1M
Creative Planning 0.01% Add +58.1% 288,771 $16.1M
JPMorgan Chase & Co. 0.00% Add +25.9% 285,054 $15.9M
Wells Fargo & Company 0.00% Reduce -15.8% 281,154 $15.7M
Barclays PLC 0.01% Add +33.9% 278,601 $15.5M
Millennium Management 0.01% Add +25.6% 243,373 $13.6M
Natixis Advisors, LLC 0.02% Add +13.0% 235,300 $13.1M
Citadel Advisors 0.01% Reduce -15.6% 234,408 $13.1M
US Bancorp \de 0.02% Reduce -0.9% 232,561 $13.0M
Vicus Capital 0.97% Add +0.5% 228,755 $12.8M
LPL Financial LLC 0.00% Reduce -0.0% 204,981 $11.4M
Violich Capital Management, Inc. 1.28% Add +4.9% 192,761 $10.7M
Cetera Investment Advisers 0.01% Add +397.5% 190,057 $10.6M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +0.7% 184,219 $10.3M
O'shaughnessy Asset Management, LLC 0.06% Add +35.4% 184,189 $10.3M
Crossmark Global Holdings, Inc. 0.15% Add +1.6% 180,962 $10.1M
HighTower Advisors, LLC 0.01% Add +11.8% 179,632 $10.0M
Mariner, LLC 0.01% Add +12.9% 176,725 $9.9M
T. Rowe Price Associates Inc. 0.00% Reduce -7.3% 171,734 $9.6M
Kornitzer Capital Management Inc. 0.19% Add +2.1% 170,270 $9.5M
Stifel Financial Corp. 0.01% Reduce -0.1% 164,489 $9.2M
Hikari Power Ltd 0.66% No change 147,400 $8.2M
Addenda Capital Inc. 0.24% Reduce -0.0% 143,303 $8.0M
AQR Capital Management 0.01% Add +74.3% 140,640 $7.8M
Bank of New York Mellon Corp 0.00% Add +2.2% 136,036 $7.6M
Manning & Napier Advisors LLC 0.09% Reduce -8.0% 130,009 $7.3M
Tidal Investments LLC 0.03% Add +2.3% 129,885 $7.2M
Fusion Capital, LLC 2.09% Add +2.5% 125,926 $7.2M
Moran Wealth Management, LLC 0.22% Add +1.1% 128,733 $7.2M
QRG Capital Management, Inc. 0.08% Reduce -34.0% 125,272 $7.0M
Hikari Tsushin, Inc. 0.45% No change 119,021 $6.6M
Cerity Partners LLC 0.01% Add +8.4% 118,647 $6.6M
Bearing Point Capital, LLC 1.10% Add +2.3% 114,426 $6.4M
Vanguard Personalized Indexing Management, LLC 0.07% Add +24.4% 113,979 $6.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -29.1% 113,523 $6.3M
GMO 0.02% Reduce -0.2% 112,429 $6.3M
National Bank of Canada 0.01% Reduce -4.9% 111,273 $6.2M
Guardian Partners Inc. 0.51% Add +12.3% 108,222 $6.0M
Mercer Global Advisors Inc. 0.01% Reduce -1.4% 104,936 $5.9M
Strategy Asset Managers LLC 1.01% Add +1.8% 100,336 $5.6M
Greenline Partners, LLC 0.68% Add +22.9% 100,193 $5.6M
Amova Asset Management Americas, Inc. 0.05% Reduce -1.2% 94,984 $5.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.2% 94,984 $5.3M
Shelter Mutual Insurance Co 1.18% No change 94,680 $5.3M
Amundi 0.00% Reduce -2.8% 94,204 $5.3M
Y-Intercept (Hong Kong) Ltd 0.13% New 93,571 $5.2M
Holowesko Partners Ltd. 1.90% No change 91,900 $5.1M
Factory Mutual Insurance Co. 0.05% New 89,252 $5.0M
NewEdge Wealth, LLC 0.07% Reduce -1.6% 89,229 $5.0M
Earnest Partners LLC 0.02% Reduce -2.7% 88,683 $4.9M
Van Eck Associates Corp. 0.00% Reduce -67.4% 87,028 $4.9M
Hourglass Capital, LLC 1.07% Reduce -0.2% 85,546 $4.8M
Palogic Value Management, L.P. 2.04% Add +0.4% 85,473 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -13.6% 85,046 $4.7M
Osaic Holdings, Inc. 0.01% Add +7.7% 81,224 $4.5M
Jamison Private Wealth Management, Inc. 0.59% Add +0.4% 81,227 $4.5M
First Trust Advisors LP 0.00% Add +228.3% 80,056 $4.5M
LSV Asset Management 0.01% No change 79,100 $4.4M
Callan Family Office, LLC 0.14% Reduce -14.4% 78,361 $4.4M
PNC Financial Services Group, Inc. 0.00% Add +9.5% 77,215 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.7% 77,660 $4.3M
PKO Investment Management Joint-Stock Co 0.36% Reduce -8.6% 76,208 $4.2M
Forum Financial Management, LP 0.06% Add +13.5% 75,967 $4.2M
Vident Advisory, LLC 0.04% Add +8.5% 74,899 $4.2M
Scotia Capital Inc. 0.02% Add +2.9% 74,039 $4.1M
Nichols & Pratt Advisers LLP 0.26% Add +1.2% 73,504 $4.1M
NewEdge Advisors, LLC 0.02% Add +1.9% 70,971 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.3% 68,312 $3.8M
Quadrant Capital Group LLC 0.12% Reduce -39.1% 67,150 $3.7M
Strong Tower Advisory Services 0.69% Add +2.0% 65,678 $3.7M
Petredis Investment Advisors LLC 0.29% Reduce -1.7% 65,268 $3.6M
Kestra Advisory Services, LLC 0.02% Reduce -1.5% 64,691 $3.6M
Cohen Investment Advisors LLC 1.73% Add +6.9% 63,777 $3.6M
Morningstar Investment Management LLC 0.13% New 61,280 $3.4M
Integras Partners LLC 2.71% Add +8.6% 60,197 $3.4M
Sei Investments Co. 0.00% Add +12.6% 59,994 $3.3M
Canal Insurance CO 0.71% No change 60,000 $3.3M
Cubist Systematic Strategies, LLC 0.05% New 59,754 $3.3M
XY Capital Ltd 2.73% Add +7.8% 58,812 $3.3M
Ingalls & Snyder LLC 0.11% Reduce -8.5% 57,652 $3.2M
Sandler Capital Management 1.17% New 57,068 $3.2M
Cibc World Market Inc. 0.01% Add +0.2% 56,801 $3.2M
Icon Advisers Inc. 0.69% Add +24.4% 56,000 $3.1M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.1% 53,011 $3.0M
Lockheed Martin Investment Management Co. 0.11% Reduce -7.6% 52,960 $3.0M
Bridge Creek Capital Management LLC 0.80% Reduce -1.1% 51,706 $2.9M
Euro Pacific Asset Management, LLC 0.34% Add +5.0% 58,329 $2.9M
Naviter Wealth, LLC 0.33% Add +0.4% 50,715 $2.8M
Panagora Asset Management Inc. 0.01% New 50,107 $2.8M
Stonegate Investment Group, LLC 0.06% Add +2.2% 49,897 $2.8M
K.J. Harrison & Partners Inc 0.40% Add +66.7% 50,005 $2.8M
Sequoia Financial Advisors, LLC 0.02% Add +40.3% 49,289 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -2.3% 47,876 $2.7M
Abbington Investment Group 2.27% — 47,588 $2.7M
Northcape Wealth Management, LLC 0.75% Add +6.1% 46,097 $2.6M
Optimist Retirement Group LLC 1.15% Add +0.7% 45,674 $2.5M
Group One Trading LLC 0.08% Add +217.7% 45,245 $2.5M
Ieq Capital, LLC 0.01% Add +154.4% 44,093 $2.5M
Callahan Advisors, LLC 0.20% Reduce -5.5% 41,860 $2.3M
Syon Capital LLC 0.13% Add +1.1% 41,802 $2.3M
Simmons Bank 0.15% Add +5.8% 41,658 $2.3M
Pathstone Holdings, LLC 0.01% Add +19.7% 41,502 $2.3M
Graham Capital Management, L.P. 0.12% Reduce -51.1% 40,000 $2.2M
Franklin Resources Inc. 0.00% Reduce -89.9% 38,656 $2.2M
Hantz Financial Services, Inc. 0.03% Add +316.3% 39,137 $2.2M
Tower Research Capital LLC (TRC) 0.06% Reduce -54.3% 38,764 $2.2M
Captrust Financial Advisors 0.00% Reduce -2.7% 38,762 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -8.8% 38,551 $2.1M
Ritholtz Wealth Management 0.04% Add +66.7% 38,473 $2.1M
Signaturefd, LLC 0.03% Add +25.5% 38,397 $2.1M
&partners 0.01% Reduce -4.6% 38,138 $2.1M
Associated Banc-Corp 0.05% Reduce -6.3% 37,175 $2.1M
Frank, Rimerman Advisors LLC 0.13% Add +0.1% 36,880 $2.1M
Choreo, LLC 0.03% Add +8.1% 35,742 $2.0M
Advisors Asset Management, Inc. 0.03% Add +11.1% 35,608 $2.0M
Caprock Group, LLC 0.05% — 35,189 $2.0M
Jones Financial Companies LLLP 0.00% Reduce -13.9% 35,333 $1.9M
Evergreen Capital Management LLC 0.04% Add +42.6% 33,915 $1.9M
D.A. Davidson & Co. 0.01% Reduce -6.3% 33,793 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.8% 33,040 $1.8M
Baird Financial Group, Inc. 0.00% Add +4.0% 32,971 $1.8M
Russell Investments Group, Ltd. 0.00% Add +58.0% 32,956 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -1.4% 32,292 $1.8M
Moors & Cabot, Inc. 0.08% Reduce -0.2% 31,541 $1.8M
Marco Investment Management LLC 0.13% Reduce -20.5% 30,634 $1.7M
Fifth Third Bancorp 0.01% Reduce -2.2% 30,401 $1.7M
Legacy Wealth Asset Management, LLC 0.41% Reduce -0.8% 30,359 $1.7M
Truist Financial Corp. 0.00% Reduce -4.9% 30,281 $1.7M
DAVENPORT & Co LLC 0.01% Reduce -3.0% 29,739 $1.7M
Keybank National Association 0.01% Add +3.2% 29,626 $1.7M
SouthState Bank Corp 0.08% Add +6.6% 29,583 $1.6M
Orion Porfolio Solutions, LLC 0.01% Add +11.2% 28,591 $1.6M
Oppenheimer & Co. Inc. 0.02% Reduce -0.3% 28,448 $1.6M
MML Investors Services, LLC 0.00% Reduce -5.8% 27,884 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -1.4% 27,627 $1.5M
Recurrent Investment Advisors LLC 0.12% No change 27,385 $1.5M
XTX Topco Ltd 0.08% Reduce -62.8% 27,208 $1.5M
Strategic Global Advisors, LLC 0.23% Reduce -23.2% 26,999 $1.5M
Castellan Group 0.22% Add +1.2% 26,944 $1.5M
Synovus Financial Corp. 0.02% Add +0.4% 26,881 $1.5M
Compound Planning, Inc. 0.05% Add +55.0% 26,506 $1.5M
SG Americas Securities, LLC 0.01% Add +43.0% 26,384 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -4.8% 26,021 $1.5M
Tocqueville Asset Management L.P. 0.02% No change 25,150 $1.4M
Vise Technologies, Inc. 0.05% Add +6.0% 24,966 $1.4M
SBI Securities Co., Ltd. 0.04% Reduce -10.7% 24,961 $1.4M
180 Wealth Advisors, LLC 0.17% Add +1.9% 24,712 $1.4M
Farther Finance Advisors, LLC 0.02% Add +158.8% 24,448 $1.4M
Park Avenue Securities LLC 0.01% New 23,650 $1.3M
Ovata Capital Management Ltd 0.26% Add +21.3% 22,687 $1.3M
Highland Capital Management, LLC 0.06% Add +2.3% 22,613 $1.3M
DGS Capital Management, LLC 0.22% Add +5.0% 22,081 $1.2M
Jackson Hole Capital Partners, LLC 0.21% No change 22,046 $1.2M
Centiva Capital, LP 0.11% New 21,970 $1.2M
Arkadios Wealth Advisors 0.03% Reduce -9.7% 21,819 $1.2M
Royal Fund Management, LLC 0.15% Reduce -6.9% 21,772 $1.2M
Focus Partners Wealth 0.00% Add +10.6% 19,635 $1.2M
Sit Investment Associates Inc. 0.02% No change 20,800 $1.2M
Driehaus Capital Management LLC 0.01% Add +75.3% 41,800 $1.2M
Greenleaf Trust 0.01% Add +3.1% 20,411 $1.1M
VPR Management LLC 0.51% No change 20,000 $1.1M
Viewpoint Investment Partners Corp. 0.60% No change 22,715 $1.1M
R Squared Ltd 0.46% Add +61.1% 19,340 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +1.3% 19,279 $1.1M
Moody National Bank Trust Division 0.09% Add +17.3% 18,902 $1.1M
Schroder Investment Management Group 0.00% Add +3.9% 18,728 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +50.1% 18,883 $1.1M
Raelipskie Partnership 0.45% No change 18,727 $1.0M
Profund Advisors LLC 0.03% Add +6.6% 18,708 $1.0M
Aquatic Capital Management LLC 0.02% Reduce -17.7% 17,855 $995K
Pitcairn Co. 0.08% Add +1.4% 17,854 $995K
Ridgewood Investments LLC 0.42% Add +4.2% 17,771 $991K
Montgomery Investment Management Inc. 0.35% Reduce -1.1% 17,750 $990K
AlphaCore Capital LLC 0.03% Add +1782.2% 17,335 $966K
U.S. Capital Wealth Advisors, LLC 0.03% Add +2.5% 17,166 $957K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +32.6% 16,916 $943K
Stratos Wealth Advisors, LLC 0.05% Add +5.3% 16,860 $940K
Beacon Pointe Advisors, LLC 0.01% Reduce -26.8% 16,796 $936K
Qube Research & Technologies Ltd 0.00% New 16,690 $930K
Rossmore Private Capital 0.10% Reduce -9.1% 16,460 $918K
Checchi Capital Advisers, LLC 0.06% Add +2.5% 16,390 $914K
Jeppson Wealth Management, LLC 0.29% Reduce -1.0% 16,366 $912K
Cadence Wealth Management LLC 0.46% Add +3.5% 15,837 $883K
Northwest Bancshares, Inc. 0.15% Reduce -3.7% 15,792 $880K
Financial Sense Advisors, Inc. 0.18% Add +199.0% 15,776 $880K
Nuveen, LLC 0.00% Reduce -1.8% 15,734 $877K
Prospera Financial Services Inc 0.01% Reduce -6.0% 15,729 $877K
FIL Ltd 0.00% New 15,641 $872K
Fiduciary Trust Co 0.01% Reduce -0.5% 15,506 $864K
Harbour Capital Advisors, LLC 0.18% New 15,555 $859K
MAI Capital Management 0.01% Add +150.4% 15,255 $850K
M&T Bank Corp 0.00% Add +11.1% 14,954 $834K
Fairfield, Bush & Co. 0.43% Reduce -1.3% 14,887 $830K
Aaron Wealth Advisors LLC 0.05% Add +2.0% 14,872 $829K
Sprott Inc. 0.03% Add +15.0% 14,834 $827K
Gleason Group, Inc. 0.08% Add +2.2% 14,747 $822K
Rhumbline Advisers 0.00% Reduce -17.2% 14,742 $822K
Persium Advisors, LLC 0.62% Add +6.9% 14,717 $820K
Guggenheim Capital LLC 0.01% Reduce -12.4% 14,614 $815K
Susquehanna International Group, LLP 0.00% Reduce -92.8% 14,597 $814K
Parallax Volatility Advisers, L.P. 0.03% New 14,519 $809K
Berkeley Capital Partners, LLC 0.19% Reduce -0.2% 14,482 $807K
Argent Trust Co 0.03% No change 14,477 $807K
Independent Advisor Alliance 0.02% Add +59.1% 14,455 $806K
WealthTrust Axiom LLC 0.21% Add +4.8% 14,328 $799K
Quinn Opportunity Partners LLC 0.06% No change 14,300 $797K
Manske Wealth Management 0.24% Reduce -2.0% 14,030 $782K
Smartleaf Asset Management LLC 0.05% Add +39.5% 13,821 $777K
Brown Advisory Inc. 0.00% Reduce -8.6% 13,831 $771K
Principal Securities, Inc. 0.01% Add +7.5% 13,632 $760K
Sagespring Wealth Partners, LLC 0.01% Add +30.1% 13,628 $760K
United Capital Financial Advisors, LLC 0.01% Add +13.7% 13,611 $759K
Integrated Wealth Concepts LLC 0.01% Add +7.0% 13,611 $759K
Dynasty Wealth Management, LLC 0.01% New 13,357 $745K
Allspring Global Investments Holdings, LLC 0.00% Add +5.0% 13,524 $738K
Aptus Capital Advisors, LLC 0.01% Reduce -13.1% 13,177 $735K
Savant Capital, LLC 0.00% Add +8.4% 13,167 $734K
TD Asset Management Inc 0.00% Reduce -35.6% 13,000 $725K
Ballentine Partners, LLC 0.01% Reduce -2.6% 12,995 $724K
Hartford Funds Management Co LLC 0.06% Reduce -12.3% 12,837 $716K
Blue Trust, Inc. 0.01% Add +0.9% 12,717 $709K
Versant Capital Management, Inc 0.10% Reduce -3.1% 12,589 $702K
BlueCrest Capital Management Ltd 0.05% New 12,541 $699K
Sterling Capital Management LLC 0.01% Reduce -12.8% 12,512 $698K
Founders Financial Securities LLC 0.05% Add +4.5% 12,445 $694K
Invesco Ltd. 0.00% Reduce -0.8% 12,406 $692K
Inspire Advisors, LLC 0.07% Add +4.9% 12,377 $690K
Bailard, Inc. 0.01% Reduce -9.8% 12,221 $681K
Horizon Investments, LLC 0.01% Add +5.8% 12,190 $680K
Brooklyn Investment Group 0.09% Add +1.2% 13,957 $679K
Dorsey & Whitney Trust CO LLC 0.04% Add +2.6% 12,143 $677K
Burford Brothers, Inc. 0.29% Add +1.8% 12,107 $675K
Albert D Mason Inc. 0.44% No change 12,105 $675K
Bedell Frazier Investment Counselling, LLC 0.14% New 11,957 $667K
Parallel Advisors, LLC 0.01% Add +2.9% 11,889 $663K
Baader Bank Aktiengesellschaft 0.05% Add +17.5% 11,800 $656K
Saturna Capital Corp. 0.01% No change 11,624 $648K
West Family Investments, Inc. 0.14% Add +7.1% 11,551 $644K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -3.3% 11,508 $642K
Chesapeake Capital Corp. 0.57% — 11,484 $640K
Sage Rhino Capital LLC 0.12% Add +2.8% 11,316 $631K
MQS Management LLC 0.37% New 11,261 $628K
Kathmere Capital Management, LLC 0.04% Add +48.2% 11,236 $626K
Regions Financial Corp. 0.00% Reduce -18.9% 11,132 $621K
Louisbourg Investments Inc. 0.13% No change 11,080 $618K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.3% 10,804 $602K
Legacy Financial Advisors, Inc. 0.08% New 10,794 $602K
Valeo Financial Advisors, LLC 0.01% Add +14.5% 10,738 $599K
Ethic Inc. 0.01% Add +26.3% 10,700 $597K
Cordatus Wealth Management LLC 0.14% Add +0.4% 10,390 $579K
Highline Wealth Partners LLC 0.16% Add +1.9% 10,387 $579K
HSBC Holdings PLC 0.00% Reduce -73.3% 10,448 $578K
Gryphon Financial Partners LLC 0.07% Add +15.1% 10,221 $570K
Mission Wealth Management, LP 0.01% Add +0.5% 10,142 $565K
Norway Savings Bank 0.27% Reduce -22.7% 10,132 $565K
Mosaic Financial Group, LLC 0.40% No change 10,000 $558K
Viking Fund Management LLC 0.07% Add +400.0% 10,000 $558K
Gallacher Capital Management LLC 0.22% Add +26.3% 9,972 $556K
SevenBridge Financial Group, LLC 0.09% Reduce -18.3% 9,864 $556K
State Street Corp. 0.00% No change 9,884 $551K
Bollard Group LLC 0.01% Reduce -9.9% 9,814 $547K
Private Advisor Group, LLC 0.00% Add +1.0% 9,644 $538K
Kingsview Wealth Management, LLC 0.01% Reduce -6.6% 9,625 $537K
Plan A Wealth LLC 0.27% Add +19.9% 9,602 $535K
Quantitative Investment Management, LLC 0.07% New 9,528 $531K
RNC Capital Management LLC 0.02% Reduce -0.4% 9,476 $528K
Pinnacle West Asset Management, Inc. 0.34% Add +0.5% 9,475 $528K
Invictus Private Wealth, LLC 0.03% Reduce -2.4% 9,377 $523K
Range Financial Group LLC 0.19% Reduce -0.5% 9,340 $521K
PDS Planning, Inc 0.04% Add +4.4% 9,125 $509K
Atria Investments, Inc 0.01% Reduce -26.4% 9,088 $507K
First Financial Corp. 0.20% Reduce -1.1% 9,048 $504K
Fractal Investments LLC 0.07% No change 9,000 $502K
Stamos Capital Partners, L.P. 0.09% Reduce -46.3% 8,953 $499K
XML Financial, LLC 0.04% No change 8,890 $496K
Legal Advantage Investments, Inc. 0.22% Reduce -1.1% 8,857 $494K
AE Wealth Management LLC 0.00% Reduce -0.9% 8,830 $492K
CoreCommodity Management, LLC 0.09% Reduce -4.5% 8,828 $492K
Merit Financial Group, LLC 0.00% Add +32.1% 8,758 $488K
One Wealth Advisors, LLC 0.06% Add +2.9% 8,549 $477K
Pacifica Partners Inc. 0.17% Add +0.1% 8,460 $472K
IHT Wealth Management, LLC 0.01% Reduce -4.3% 8,341 $465K
Minot DeBlois Advisors LLC 0.42% Reduce -0.1% 8,288 $462K
Kempner Capital Management Inc. 0.38% Reduce -46.1% 8,152 $454K
Glenmede Investment Management, LP 0.00% Reduce -14.2% 8,133 $453K
Mgo One Seven LLC 0.01% Add +64.9% 8,097 $451K
International Assets Investment Management, LLC 0.04% No change 9,191 $447K
Johnson Investment Counsel Inc. 0.00% Reduce -52.4% 7,980 $445K
Choate Investment Advisors 0.01% Reduce -14.8% 7,768 $433K
Eaton Financial Holdings Company, LLC 0.12% Add +44.7% 7,702 $429K
Advisory Services Network, LLC 0.01% Reduce -3.6% 7,646 $426K
Chicago Partners Investment Group LLC 0.01% Reduce -1.0% 7,421 $424K
Radnor Capital Management, LLC 0.06% No change 7,600 $424K
Avidian Wealth Enterprises, LLC 0.02% Reduce -7.7% 7,579 $423K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +61.2% 7,523 $419K
Wedbush Securities Inc. 0.01% Add +17.8% 7,495 $418K
Abel Hall, LLC 0.17% Add +2.9% 7,466 $416K
CIBC Asset Management Inc 0.00% New 7,401 $413K
Steward Partners Investment Advisory, LLC 0.00% Add +4.3% 7,369 $411K
Mutual Advisors, LLC 0.01% Add +3.0% 7,371 $408K
Wolverine Trading, LLC 0.01% New 7,220 $406K
Benedict Financial Advisors Inc. 0.09% Add +1.0% 7,198 $401K
Uncommon Cents Investing LLC 0.10% Add +7.9% 7,120 $397K
Garner Asset Management Corp 0.16% Reduce -2.6% 7,105 $396K
Breakwater Capital Group 0.06% Add +2.5% 7,099 $396K
Lido Advisors, LLC 0.00% New 6,888 $384K
LaSalle St. Investment Advisors, LLC 0.07% No change 6,895 $384K
Wedmont Private Capital 0.01% Add +4.4% 6,882 $380K
Leonteq Securities AG 0.02% Reduce -70.4% 6,758 $377K
Investment Research Partners LLC 0.17% — 6,469 $375K
May Hill Capital, LLC 0.11% New 6,679 $372K
Cwm, LLC 0.00% Add +39.8% 6,660 $371K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -4.0% 6,626 $369K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.3% 6,619 $369K
Qtron Investments LLC 0.05% Reduce -0.2% 6,608 $368K
Bessemer Group Inc. 0.00% Add +4.2% 6,606 $368K
Sowell Financial Services LLC 0.01% Add +2.5% 6,559 $366K
Kelleher Financial Advisors 0.09% No change 6,542 $365K
Coldstream Capital Management Inc. 0.00% Add +7.5% 6,451 $360K
Kestra Private Wealth Services, LLC 0.00% Reduce -10.2% 6,446 $359K
Intrust Bank NA 0.03% Add +21.7% 6,430 $358K
Simplex Trading, LLC 0.01% Reduce -77.6% 6,423 $358K
Financial Management Professionals, Inc. 0.04% Add +3.0% 6,418 $358K
Gotham Asset Management 0.00% Add +5.0% 6,344 $354K
Shelton Capital Management 0.01% No change 6,300 $351K
Prime Capital Investment Advisors, LLC 0.00% Add +11.3% 6,147 $343K
American Trust Investment Advisors, LLC 0.17% No change 6,072 $339K
Touchstone Capital, Inc. 0.17% — 5,997 $334K
Comprehensive Money Management Services LLC 0.23% No change 5,936 $331K
Bridgewater Advisors Inc. 0.02% Add +19.1% 5,869 $326K
Carnegie Lake Advisors LLC 0.12% Add +5.5% 5,800 $323K
Essex Financial Services, Inc. 0.02% Add +1.1% 5,753 $321K
Summitry LLC 0.01% Add +1.6% 5,748 $320K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.6% 5,690 $317K
HB Wealth Management, LLC 0.00% New 5,637 $314K
Aprio Wealth Management, LLC 0.03% New 5,637 $314K
Denali Advisors LLC 0.04% Reduce -35.9% 5,623 $313K
Redwood Wealth Management Group, LLC 0.13% Add +0.0% 5,429 $303K
Marks Group Wealth Management, Inc 0.03% Reduce -0.3% 5,322 $297K
Mindset Wealth Management, LLC 0.08% Add +1.7% 5,300 $295K
TT Capital Management LLC 0.22% Reduce -6.2% 5,267 $294K
AXA Investment Managers S.A. 0.00% — 5,240 $292K
Ascent Group, LLC 0.01% Add +2.4% 5,206 $290K
Agf Management Ltd. 0.00% No change 5,200 $290K
Successful Portfolios LLC 0.17% Add +8.9% 5,199 $290K
Naples Global Advisors, LLC 0.02% Add +3.0% 5,193 $289K
NorthCoast Asset Management LLC 0.00% Add +8.1% 5,180 $289K
Retirement Planning Co of New England, Inc. 0.12% Add +1.4% 5,167 $288K
PFG Investments, LLC 0.01% New 5,147 $287K
Welch & Forbes LLC 0.00% Add +8.6% 5,119 $285K
Torrey Growth & Income Advisors 0.08% — 5,098 $284K
Williams Jones Wealth Management, LLC. 0.00% No change 5,069 $283K
GAMMA Investing LLC 0.02% Add +52.1% 5,041 $281K
Corient IA LP 0.21% No change 5,000 $279K
Timber Creek Capital Management LLC 0.07% No change 5,000 $279K
Inspire Investing, LLC 0.03% Add +16.1% 4,917 $274K
Traveka Wealth, LLC 0.12% Reduce -0.5% 4,862 $271K
Harmony Asset Management LLC 0.09% Add +0.0% 4,823 $269K
Knights of Columbus Asset Advisors LLC 0.02% Add +2.4% 4,808 $268K
Blair William & Co. 0.00% Reduce -3.1% 4,789 $267K
Aviance Capital Partners, LLC 0.03% Add +13.0% 4,753 $265K
Avior Wealth Management, LLC 0.01% Reduce -11.8% 4,731 $264K
Cherokee Insurance Co 0.11% No change 4,700 $262K
Centurion Wealth Management LLC 0.06% New 4,700 $262K
Insigneo Advisory Services, LLC 0.02% Reduce -8.4% 4,673 $261K
Allworth Financial LP 0.00% Add +11.3% 4,638 $259K
Rathbones Group PLC 0.00% No change 4,616 $257K
Summit Trail Advisors, LLC 0.00% New 4,566 $255K
Sivia Capital Partners, LLC 0.07% Add +4.9% 4,486 $250K
Venturi Wealth Management, LLC 0.01% Reduce -31.4% 4,408 $246K
Farringdon Capital, Ltd. 0.06% New 4,373 $244K
J.W. Cole Advisors, Inc. 0.00% Reduce -8.0% 4,353 $243K
Rwa Wealth Partners, LLC 0.00% Reduce -4.4% 4,350 $243K
Roberts Glore & Co. Inc. 0.07% No change 4,315 $241K
Godshalk Welsh Capital Management, Inc. 0.14% No change 4,300 $240K
Integral Investment Advisors, Inc. 0.06% Reduce -1.4% 4,289 $239K
Stonebridge Capital Advisors LLC 0.02% Reduce -0.7% 4,269 $238K
Brighton Jones LLC 0.01% New 4,265 $238K
Cromwell Holdings LLC 0.13% Add +66.6% 4,205 $234K
Aspen Wealth Strategies, LLC 0.13% New 4,157 $232K
Knollwood Investment Advisory, LLC 0.02% New 4,150 $231K
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 4,137 $231K
AMG National Trust Bank 0.01% New 4,123 $230K
Focus Partners Advisor Solutions, LLC 0.00% New 4,044 $226K
Wesbanco Bank Inc. 0.01% New 4,036 $225K
HighPoint Advisor Group LLC 0.01% New 4,001 $223K
Alpine Bank Wealth Management 0.03% No change 4,000 $223K
J. Safra Sarasin Holding AG 0.00% New 4,000 $223K
Exencial Wealth Advisors, LLC 0.01% New 3,873 $216K
AlTi Global, Inc. 0.00% New 3,776 $211K
SeaCrest Wealth Management, LLC 0.02% New 3,733 $209K
Great Valley Advisor Group, Inc. 0.00% New 3,720 $207K
Trek Financial, LLC 0.01% New 3,714 $207K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -83.3% 3,696 $206K
Arax Advisory Partners 0.00% Add +1198.2% 3,687 $206K
Cullen/Frost Bankers, Inc. 0.00% No change 3,673 $205K
CVA Family Office, LLC 0.03% No change 3,600 $201K
CENTRAL TRUST Co 0.00% Reduce -21.8% 3,558 $198K
U S Global Investors Inc. 0.02% No change 3,500 $195K
CoreCap Advisors, LLC 0.01% Add +0.6% 3,271 $182K
EverSource Wealth Advisors, LLC 0.01% Reduce -13.5% 3,263 $182K
Mather Group, Llc. 0.00% New 3,250 $181K
New York State Common Retirement Fund 0.00% No change 3,131 $175K
Cary Street Partners Investment Advisory LLC 0.07% New 3,088 $172K
First Horizon Corp. 0.01% — 3,035 $169K
Bank of New Hampshire 0.04% No change 3,000 $167K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 3,000 $167K
Caitong International Asset Management Co., Ltd 0.11% New 2,950 $164K
North Capital, Inc. 0.12% Add +0.0% 2,688 $150K
LRI Investments, LLC 0.01% No change 2,667 $149K
Rexford Capital Inc. 0.11% Add +6.2% 2,586 $144K
GoalVest Advisory LLC 0.03% No change 2,550 $142K
Rosenberg Matthew Hamilton 0.03% No change 2,406 $134K
Larson Financial Group LLC 0.00% Add +5.1% 2,385 $133K
Icon Wealth Advisors, LLC 0.01% Add +1.9% 2,361 $132K
Assetmark, Inc. 0.00% Reduce -47.9% 2,328 $130K
NBT Bank, N.A. 0.01% Reduce -3.1% 2,168 $123K
State of Wyoming 0.01% Reduce -1.3% 2,210 $123K
Summit Securities Group LLC 0.04% Add +46.7% 2,200 $123K
TD Private Client Wealth LLC 0.00% Add +0.3% 2,199 $123K
Harbour Investments, Inc. 0.00% Add +86.3% 2,081 $116K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,008 $112K
Boit C F David 0.05% No change 2,000 $112K
Anfield Capital Management, LLC 0.03% Add +0.6% 1,931 $108K
Bruce G. Allen Investments, LLC 0.07% Add +0.8% 1,740 $97K
Delta Asset Management LLC 0.01% No change 1,733 $97K
Trust Co. of Toledo NA 0.01% No change 1,700 $95K
Wealthspire Advisors, LLC 0.00% New 1,683 $94K
UMB Bank, n.a. 0.00% Reduce -21.2% 1,675 $93K
Spire Wealth Management 0.00% Add +57.9% 1,576 $88K
Global Retirement Partners, LLC 0.00% Reduce -3.7% 1,553 $87K
Groupe la Francaise 0.00% New 1,793 $86K
Huntington National Bank 0.00% Add +3.4% 1,481 $83K
Nisa Investment Advisors, LLC 0.00% Add +166.7% 1,400 $78K
Parkside Financial Bank & Trust 0.01% No change 1,386 $77K
First PREMIER Bank 0.02% No change 1,296 $72K
Sunbelt Securities, Inc. 0.00% Reduce -1.9% 1,284 $72K
Sawyer & Company, Inc 0.03% Add +663.2% 1,450 $70K
IFP Advisors, Inc 0.00% Reduce -43.6% 1,172 $65K
Optimum Investment Advisors 0.03% No change 1,150 $64K
MTM Investment Management, LLC 0.02% Add +1.6% 1,100 $61K
New Millennium Group LLC 0.03% New 1,088 $61K
American National Bank & Trust 0.01% No change 1,071 $60K
ROSS\JOHNSON & Associates LLC 1.12% No change 1,070 $60K
Vermillion Wealth Management, Inc. 0.02% Add +1.8% 1,024 $57K
Rothschild Investment LLC 0.00% Add +49.9% 1,021 $57K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.7% 1,005 $56K
Dunhill Financial, LLC 0.02% No change 1,000 $56K
Hoey Investments, Inc. 0.01% New 1,000 $56K
HHM Wealth Advisors, LLC 0.01% Reduce -16.7% 1,000 $56K
Toronto Dominion Bank 0.00% No change 970 $55K
Bell Investment Advisors, Inc 0.01% Reduce -5.9% 963 $54K
Natixis 0.00% No change 959 $53K
Archer Investment Corp 0.01% No change 890 $50K
Grove Bank & Trust 0.01% Reduce -19.4% 884 $49K
Root Financial Partners, LLC 0.00% New 849 $47K
Brown Brothers Harriman & Co. 0.00% Add +297.6% 847 $47K
GHP Investment Advisors, Inc. 0.00% Add +2.2% 842 $47K
Pinnacle Bancorp, Inc. 0.01% No change 815 $45K
Cary Street Partners Financial LLC 0.00% New 768 $43K
True Wealth Design, LLC 0.01% Add +229.7% 755 $42K
Deutsche Bank AG 0.00% Reduce -6.3% 750 $42K
Ameriflex Group, Inc. 0.01% Add +100.0% 718 $40K
JFS Wealth Advisors, LLC 0.00% Add +68.9% 696 $39K
Solstein Capital, LLC 0.02% Reduce -77.3% 694 $39K
Chilton Capital Management LLC 0.00% Reduce -40.3% 690 $38K
Pingora Partners LLC 0.03% No change 689 $38K
Salomon & Ludwin, LLC 0.00% Add +3040.9% 691 $38K
Ancora Advisors LLC 0.00% Reduce -22.7% 680 $38K
Hilltop National Bank 0.01% No change 675 $38K
Caldwell Trust Co 0.00% No change 650 $36K
Allianz SE 0.00% Reduce -40.0% 622 $35K
Montag A & Associates Inc. 0.00% Add +7.8% 593 $33K
Ameritas Advisory Services, LLC 0.00% Reduce -62.2% 582 $32K
AdvisorNet Financial, Inc 0.00% No change 571 $32K
Addison Advisors LLC 0.01% Add +34.8% 570 $32K
Frazier Financial Advisors, LLC 0.02% Add +2.8% 514 $29K
Berbice Capital Management LLC 0.02% No change 500 $28K
Center for Financial Planning, Inc. 0.00% No change 500 $28K
Farmers & Merchants Investments Inc. 0.00% No change 500 $28K
REAP Financial Group, LLC 0.01% Add +2.3% 486 $27K
Steph & Co. 0.01% Reduce -90.1% 463 $26K
Asset Dedication, LLC 0.00% No change 450 $25K
Bangor Savings Bank 0.00% Reduce -45.7% 447 $25K
SOA Wealth Advisors, LLC. 0.00% Add +0.9% 444 $25K
Costello Asset Management, INC 0.01% Add +1.6% 438 $24K
Rossby Financial, LCC 0.01% Add +9.3% 437 $24K
Manchester Capital Management LLC 0.00% New 429 $24K
Eastern Bank 0.00% No change 425 $24K
GW&K Investment Management, LLC 0.00% No change 421 $23K
Geneos Wealth Management Inc. 0.00% Reduce -77.8% 407 $23K
Valley National Advisers Inc. 0.00% No change 400 $22K
Lanark Financial, Inc. 0.00% Reduce -11.2% 387 $22K
Essential Partners LLC 0.01% New 374 $21K
Financial Perspectives, Inc 0.01% No change 365 $20K
Strengthening Families & Communities, LLC 0.00% New 345 $19K
Alerus Financial NA 0.00% No change 344 $19K
Family Legacy Financial Solutions, LLC 0.01% Add +2.1% 341 $19K
Robinswood Financial LLC 0.01% No change 332 $19K
Boreal Capital Management LLC 0.02% Add +153.8% 330 $18K
GPS Wealth Strategies Group, LLC 0.00% Reduce -23.5% 323 $18K
Fairscale Capital, LLC 0.01% No change 322 $18K
Wilmington Savings Fund Society, FSB 0.00% Reduce -73.1% 322 $18K
1248 Management, LLC 0.01% No change 320 $18K
Pin Oak Investment Advisors Inc. 0.01% Reduce -69.3% 310 $17K
Private Trust Co. NA 0.00% Reduce -8.0% 301 $17K
CoreFirst Bank & Trust 0.01% No change 300 $17K
Boyd Watterson Asset Management LLC 0.00% Reduce -17.5% 297 $17K
Beutel, Goodman & Co Ltd. 0.00% No change 300 $16K
Salem Investment Counselors Inc. 0.00% No change 283 $16K
Centerpoint Advisors, LLC 0.00% No change 275 $15K
Chung Wu Investment Group, LLC 0.01% No change 268 $15K
Rakuten Securities, Inc. 0.01% Add +4.5% 253 $14K
FSA Wealth Management LLC 0.01% No change 250 $14K
Binnacle Investments Inc 0.01% Add +51.2% 248 $14K
Coston, McIsaac & Partners 0.00% No change 234 $13K
Retirement Wealth Solutions LLC 0.01% New 226 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 209 $12K
Physician Wealth Advisors, Inc. 0.00% Add +9.6% 205 $11K
Bogart Wealth, LLC 0.00% No change 203 $11K
Wealth Preservation Advisors, LLC 0.01% New 200 $11K
Motco 0.00% No change 200 $11K
Westside Investment Management, Inc. 0.00% No change 197 $11K
Innovative Advisory Group, LLC 0.01% No change 190 $11K
Cornerstone Planning Group LLC 0.00% Add +37.0% 185 $11K
Zions Bancorporation, National Association 0.00% Add +42.4% 178 $10K
ORG Partners LLC 0.00% No change 172 $10K
NFSG Corp 0.00% Add +2.4% 168 $9K
Creative Financial Designs Inc. 0.00% Add +1.2% 164 $9K
Main Street Group, LTD 0.00% No change 164 $9K
Clearstead Trust, LLC 0.00% No change 161 $9K
Breakwater Investment Management 0.00% No change 160 $9K
Armstrong Advisory Group, Inc. 0.00% No change 160 $9K
Principia Wealth Advisory, LLC 0.01% Add +170.7% 157 $9K
Evelyn Partners Investment Management Services Ltd 0.00% No change 155 $9K
Washington Trust Advisors, Inc. 0.00% No change 154 $9K
Country Trust Bank 0.00% No change 150 $8K
Community Bank, N.A. 0.00% No change 150 $8K
Financial Consulate, Inc. 0.00% New 143 $8K
Towne Trust Company, N.A 0.00% No change 143 $8K
Golden State Wealth Management, LLC 0.00% No change 142 $8K
Wolff Wiese Magana LLC 0.00% Add +117.5% 137 $8K
Redmont Wealth Advisors LLC 0.01% No change 135 $8K
JPL Wealth Management, LLC 0.00% New 132 $7K
Sound Income Strategies, LLC 0.00% No change 131 $7K
Guerra Advisors Inc 0.00% New 126 $7K
Signature Resources Capital Management, LLC 0.00% No change 102 $6K
Founders Capital Management 0.00% No change 101 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $6K
Stone House Investment Management, LLC 0.00% New 96 $5K
Birchbrook, Inc. 0.00% No change 93 $5K
Rialto Wealth Management, LLC 0.00% No change 91 $5K
Westfuller Advisors, LLC 0.00% New 89 $5K
YANKCOM Partnership 0.00% No change 89 $5K
WealthCollab, LLC 0.00% Add +27.3% 84 $5K
SJS Investment Consulting Inc. 0.00% Add +2.5% 81 $5K
Coastline Trust Co 0.00% No change 80 $4K
Creekmur Asset Management LLC 0.00% No change 75 $4K
Murphy & Mullick Capital Management Corp 0.00% No change 71 $4K
Avion Wealth 0.00% No change 89 $4K
Darwin Wealth Management, LLC 0.00% Add +1.4% 70 $4K
2UniFi Bank 0.00% No change 70 $4K
City Holding Co. 0.00% New 67 $4K
Kozak & Associates, Inc. 0.00% New 65 $4K
Glen Eagle Advisors, LLC 0.00% Add +1.6% 63 $4K
Clearstead Advisors, LLC 0.00% Reduce -44.8% 58 $3K
Hemington Wealth Management 0.00% New 54 $3K
Western Pacific Wealth Management, LP 0.00% Add +2.0% 51 $3K
North Star Investment Management Corp. 0.00% New 47 $3K
Perritt Capital Management Inc 0.00% No change 46 $3K
Transamerica Financial Advisors, LLC 0.00% New 44 $2K
MCF Advisors LLC 0.00% No change 44 $2K
Abich Financial Wealth Management LLC 0.00% — 43 $2K
Raffa Wealth Management, LLC 0.00% No change 43 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -99.1% 42 $2K
IMG Wealth Management, Inc. 0.00% No change 39 $2K
American Capital Advisory, LLC 0.00% New 38 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 34 $2K
Bare Financial Services, Inc 0.00% New 35 $2K
Byrne Asset Management LLC 0.00% New 27 $2K
SWAN Capital LLC 0.00% Reduce -27.0% 27 $2K
Quent Capital, LLC 0.00% New 27 $2K
City State Bank 0.00% No change 25 $1K
Abound Wealth Management 0.00% No change 25 $1K
Capital Analysts, LLC 0.00% Add +4.3% 24 $1K
CX Institutional 0.00% No change 13 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 18 $987
Scarborough Advisors, LLC 0.00% No change 14 $798
Kilter Group LLC 0.00% New 12 $669
WPG Advisers, LLC 0.00% No change 8 $446
ESL Trust Services, LLC 0.00% New 8 $446
Palisade Asset Management, LLC 0.00% New 6 $335
Turning Point Benefit Group, Inc. 0.00% New 6 $334
Beaird Harris Wealth Management, LLC 0.00% Reduce -99.7% 6 $328
Rise Advisors, LLC 0.00% No change 1 $60

"% 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.