BHP Group Ltd.-Spon ADRBHP

13F holders, Q4 2025 (December 31)
685holders +56
90new positions
56sold out
8famous investors
$60.40avg. 13F price*

At the end of Q4 2025, 685 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, up 56 from Q3 2025. 90 opened new positions and 56 sold out. The largest holders were Fisher Asset Management ($1.4B), Morgan Stanley ($833.1M) and Goldman Sachs Group Inc. ($421.8M). 8 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 Asset Management'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions90$161.2M
Exits56$38.2M

All 13F filers, Q3 2025 → Q4 2025: 12,057,183 shares bought and 18,863,100 shares sold, net −6,805,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 685 holders

Fisher Asset Management 0.48% Add +1.1% 23,402,474 $1.4B
Morgan Stanley 0.05% Add +22.8% 13,800,183 $833.1M
Goldman Sachs Group Inc. 0.06% Reduce -32.8% 6,986,881 $421.8M
Wellington Management Group LLP 0.04% Reduce -21.8% 3,637,463 $219.6M
Dimensional Fund Advisors LP 0.05% Reduce -6.5% 3,625,889 $218.9M
Bank of America Corp. 0.01% Reduce -11.2% 3,076,353 $185.7M
BlackRock, Inc. 0.00% Reduce -4.9% 2,627,868 $158.6M
Neuberger Berman Group LLC 0.11% Reduce -3.3% 2,368,647 $143.0M
Northern Trust Corp. 0.02% Reduce -7.0% 2,273,182 $137.2M
Citigroup Inc. 0.09% Reduce -30.4% 2,251,802 $135.9M
FMR LLC 0.01% Add +6.6% 2,066,768 $124.8M
Bank of Montreal 0.03% Add +264.4% 1,358,585 $82.0M
State Farm Mutual Automobile Insurance Co. 0.06% No change 1,348,932 $81.4M
Citadel Advisors 0.05% Add +446.3% 1,280,623 $77.3M
Royal Bank of Canada 0.01% Reduce -11.2% 1,050,956 $63.4M
American Century Companies Inc. 0.03% Add +11.8% 1,028,917 $62.1M
CIBC Private Wealth Group LLC 0.08% Add +4.0% 788,140 $47.6M
Ameriprise Financial Inc. 0.01% Add +76.4% 692,562 $41.8M
Townsend & Associates, Inc 3.69% Add +1.3% 626,081 $41.3M
Point72 Asset Management 0.06% New 621,383 $37.5M
JPMorgan Chase & Co. 0.00% Add +102.8% 578,034 $34.9M
Arrowstreet Capital, Limited Partnership 0.02% Add +17.8% 575,410 $34.7M
Raymond James Financial Inc. 0.01% Add +3.3% 525,154 $31.7M
Gabelli Funds LLC 0.22% Add +18.3% 524,400 $31.7M
Tudor Investment Corporation 0.18% New 523,099 $31.6M
D. E. Shaw & Co. 0.03% Reduce -2.8% 520,118 $31.4M
Deutsche Bank AG 0.01% Add +64253.3% 482,650 $29.1M
Willis Investment Counsel 1.48% Reduce -5.8% 474,843 $28.7M
Pacific Heights Asset Management LLC 0.96% Add +21.4% 425,000 $25.7M
Norges Bank 0.00% — 421,334 $25.4M
Rockefeller Capital Management L.P. 0.05% Add +36.6% 417,845 $25.2M
Quantinno Capital Management LP 0.05% Add +28.6% 406,226 $24.5M
UBS Group AG 0.00% Reduce -30.9% 389,336 $23.5M
Charles Schwab Investment Management Inc. 0.00% Add +14.4% 381,106 $23.0M
Creative Planning 0.02% Add +22.7% 354,310 $21.4M
Franklin Resources Inc. 0.01% Add +774.9% 338,213 $20.4M
Y-Intercept (Hong Kong) Ltd 0.44% Add +247.8% 325,416 $19.6M
Corient Private Wealth LP 0.03% Reduce -1.1% 320,510 $19.4M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +66.2% 306,229 $18.5M
SIH Partners, LLLP 1.08% Reduce -83.5% 306,158 $18.5M
Wells Fargo & Company 0.00% Add +6.7% 299,878 $18.1M
Van Eck Associates Corp. 0.01% Add +241.8% 297,488 $18.0M
Envestnet Asset Management Inc. 0.00% Reduce -43.3% 275,792 $16.6M
LPL Financial LLC 0.00% Add +21.0% 247,963 $15.0M
Janney Montgomery Scott LLC 0.03% Add +743.6% 233,056 $14.1M
Campbell & CO Investment Adviser LLC 0.67% New 232,558 $14.0M
Barclays PLC 0.01% Reduce -21.1% 219,779 $13.3M
Vicus Capital 0.99% Reduce -4.0% 219,540 $13.3M
Natixis Advisors, LLC 0.02% Reduce -8.1% 216,187 $13.1M
Cetera Investment Advisers 0.01% Add +9.4% 207,917 $12.6M
O'shaughnessy Asset Management, LLC 0.07% Add +12.6% 207,441 $12.5M
Foundations Investment Advisors, LLC 0.16% New 207,331 $12.5M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -57.3% 198,144 $12.0M
Jane Street Group, LLC 0.01% Reduce -63.2% 193,477 $11.7M
Waverly Advisors, LLC 0.09% New 187,375 $11.3M
Violich Capital Management, Inc. 1.26% Reduce -3.3% 186,326 $11.2M
Cibc World Market Inc. 0.02% Add +224.3% 184,200 $11.1M
AQR Capital Management 0.01% Add +29.2% 181,750 $11.0M
HighTower Advisors, LLC 0.01% Add +0.8% 181,052 $10.9M
US Bancorp \de 0.01% Reduce -24.0% 176,695 $10.7M
T. Rowe Price Associates Inc. 0.00% No change 171,734 $10.4M
Tidal Investments LLC 0.04% Add +26.5% 164,262 $9.9M
Kornitzer Capital Management Inc. 0.21% Reduce -3.7% 163,930 $9.9M
Stifel Financial Corp. 0.01% Reduce -0.7% 163,343 $9.9M
Crossmark Global Holdings, Inc. 0.14% Reduce -12.3% 158,772 $9.6M
Aquatic Capital Management LLC 0.26% Add +747.0% 151,226 $9.1M
Hikari Power Ltd 0.70% No change 147,400 $8.9M
Mariner, LLC 0.01% Reduce -19.0% 143,219 $8.7M
SG Americas Securities, LLC 0.01% Add +442.2% 143,065 $8.6M
Bank of New York Mellon Corp 0.00% Add +3.0% 140,061 $8.5M
Moran Wealth Management, LLC 0.26% Add +7.5% 138,457 $8.4M
QRG Capital Management, Inc. 0.09% Add +7.2% 134,333 $8.1M
GMO 0.02% Add +16.4% 130,841 $7.9M
Addenda Capital Inc. 0.23% Reduce -9.8% 129,200 $7.8M
Manning & Napier Advisors LLC 0.10% Reduce -2.5% 126,696 $7.7M
Fusion Capital, LLC 2.17% Add +1.4% 127,726 $7.7M
Guardian Partners Inc. 0.61% Reduce -2.1% 105,953 $7.6M
Bearing Point Capital, LLC 1.18% Add +9.6% 125,425 $7.6M
Greenline Partners, LLC 0.85% Add +23.1% 123,288 $7.4M
Oxbow Advisors, LLC 0.65% New 119,974 $7.2M
Hikari Tsushin, Inc. 0.47% No change 119,021 $7.2M
Strategy Asset Managers LLC 1.17% Add +18.0% 118,357 $7.1M
Holowesko Partners Ltd. 2.45% Add +27.1% 116,800 $7.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.31% — 113,144 $6.8M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -1.0% 112,793 $6.8M
National Bank of Canada 0.01% Add +0.3% 111,579 $6.7M
Cerity Partners LLC 0.01% Reduce -6.0% 111,504 $6.7M
Osaic Holdings, Inc. 0.01% Add +36.5% 110,865 $6.7M
Qube Research & Technologies Ltd 0.01% Add +768.1% 144,880 $6.5M
Mercer Global Advisors Inc. 0.01% Add +2.3% 107,339 $6.5M
Capital Fund Management S.A. 0.06% New 100,524 $6.1M
Earnest Partners LLC 0.03% Add +9.9% 97,456 $5.9M
NewEdge Wealth, LLC 0.07% Add +8.8% 97,082 $5.9M
Hourglass Capital, LLC 1.23% Add +10.7% 94,706 $5.7M
Shelter Mutual Insurance Co 1.27% No change 94,680 $5.7M
Amundi 0.00% Reduce -2.4% 91,930 $5.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.0% 91,178 $5.5M
Amova Asset Management Americas, Inc. 0.06% Reduce -4.0% 91,178 $5.5M
Brooklyn Investment Group 0.25% Add +541.3% 89,504 $5.4M
Factory Mutual Insurance Co. 0.05% No change 89,252 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.1% 82,375 $5.3M
NewEdge Advisors, LLC 0.02% Add +48.0% 105,024 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +3.2% 87,743 $5.3M
Callan Family Office, LLC 0.11% Add +10.2% 86,329 $5.2M
Palogic Value Management, L.P. 2.24% Add +0.7% 86,039 $5.2M
Sei Investments Co. 0.01% Add +39.1% 83,446 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -26.5% 83,413 $5.0M
Jamison Private Wealth Management, Inc. 0.61% Reduce -0.2% 81,095 $4.9M
Walleye Capital LLC 0.03% New 80,941 $4.9M
PKO Investment Management Joint-Stock Co 0.37% No change 76,208 $4.6M
Forum Financial Management, LP 0.06% No change 75,967 $4.6M
Vident Advisory, LLC 0.04% Reduce -0.6% 74,446 $4.5M
Nichols & Pratt Advisers LLP 0.27% Reduce -1.3% 72,539 $4.4M
Scotia Capital Inc. 0.02% Reduce -2.4% 72,241 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -6.6% 72,102 $4.4M
Harding Loevner LP 0.04% Reduce -99.1% 70,086 $4.2M
Abbington Investment Group 2.86% Add +45.6% 69,288 $4.2M
Hantz Financial Services, Inc. 0.06% Add +76.0% 68,872 $4.2M
Strong Tower Advisory Services 0.74% Add +3.7% 68,113 $4.1M
Quadrant Capital Group LLC 0.12% Reduce -1.3% 66,308 $4.0M
LSV Asset Management 0.01% Reduce -17.1% 65,595 $4.0M
Cohen Investment Advisors LLC 1.80% Add +1.7% 64,849 $3.9M
Petredis Investment Advisors LLC 0.30% Reduce -1.4% 64,380 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.8% 63,637 $3.8M
Kestra Advisory Services, LLC 0.02% Reduce -2.6% 63,028 $3.8M
Canal Insurance CO 0.88% No change 60,000 $3.6M
Integras Partners LLC 2.79% Reduce -5.1% 57,132 $3.4M
Centiva Capital, LP 0.21% Add +156.9% 56,436 $3.4M
Quadrature Capital Ltd 0.03% New 56,192 $3.4M
Augustine Asset Management Inc. 0.64% New 53,029 $3.2M
XTX Topco Ltd 0.08% Add +94.7% 52,976 $3.2M
Panagora Asset Management Inc. 0.01% Add +4.6% 52,409 $3.2M
Schonfeld Strategic Advisors LLC 0.02% New 52,368 $3.2M
Laird Norton Wetherby Trust Company, LLC 0.06% New 51,244 $3.1M
Ingalls & Snyder LLC 0.11% Reduce -11.2% 51,219 $3.1M
Ieq Capital, LLC 0.01% Add +13.8% 50,200 $3.0M
K.J. Harrison & Partners Inc 0.40% No change 50,005 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +0.2% 49,391 $3.0M
Peapack Gladstone Financial Corp. 0.04% Reduce -7.7% 48,910 $3.0M
Euro Pacific Asset Management, LLC 0.32% Add +0.0% 58,343 $2.9M
&partners 0.02% Add +25.0% 47,666 $2.9M
Naviter Wealth, LLC 0.37% Reduce -7.0% 47,151 $2.8M
Sandler Capital Management 1.27% Reduce -18.1% 46,732 $2.8M
Ovata Capital Management Ltd 0.34% Add +103.6% 46,187 $2.8M
Northcape Wealth Management, LLC 0.77% Reduce -2.6% 44,874 $2.7M
Pathstone Holdings, LLC 0.01% Add +7.8% 44,735 $2.7M
Susquehanna International Group, LLP 0.00% Add +204.2% 44,404 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +162.2% 44,347 $2.7M
Optimist Retirement Group LLC 1.22% Reduce -3.1% 44,246 $2.7M
Russell Investments Group, Ltd. 0.00% Add +33.2% 43,892 $2.6M
Simmons Bank 0.18% Add +5.2% 43,817 $2.6M
Shrier Wealth Management, LLC 1.05% — 43,558 $2.6M
Farther Finance Advisors, LLC 0.03% Add +76.5% 43,138 $2.6M
Syon Capital LLC 0.13% Add +3.2% 43,124 $2.6M
Signaturefd, LLC 0.04% Add +7.0% 41,068 $2.5M
Ritholtz Wealth Management 0.04% Add +6.0% 40,763 $2.5M
Flow Traders U.S. LLC 0.08% New 40,324 $2.4M
Icon Advisers Inc. 0.53% Reduce -28.6% 40,000 $2.4M
Caprock Group, LLC 0.05% Add +11.7% 39,306 $2.4M
Graham Capital Management, L.P. 0.12% Reduce -1.9% 39,245 $2.4M
Jones Financial Companies LLLP 0.00% Add +10.3% 38,983 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +13.9% 37,647 $2.3M
Lockheed Martin Investment Management Co. 0.08% Reduce -29.3% 37,460 $2.3M
Vise Technologies, Inc. 0.04% Add +49.2% 37,241 $2.2M
Frank, Rimerman Advisors LLC 0.14% Add +0.7% 37,148 $2.2M
Associated Banc-Corp 0.06% Reduce -1.5% 36,629 $2.2M
Evergreen Capital Management LLC 0.05% Add +7.9% 36,584 $2.2M
Callahan Advisors, LLC 0.18% Reduce -13.6% 36,168 $2.2M
St. Louis Trust Co 0.23% New 33,687 $2.0M
MidFirst Bank 0.16% — 33,096 $2.0M
Advisors Asset Management, Inc. 0.03% Reduce -8.2% 32,702 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -1.2% 32,581 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -21.3% 30,326 $2.0M
First Trust Advisors LP 0.00% Reduce -59.8% 32,156 $1.9M
Compound Planning, Inc. 0.06% Add +18.8% 31,493 $1.9M
D.A. Davidson & Co. 0.01% Reduce -8.8% 30,828 $1.9M
SouthState Bank Corp 0.08% Add +2.6% 30,361 $1.8M
Moors & Cabot, Inc. 0.08% Reduce -4.3% 30,179 $1.8M
CIBC Asset Management Inc 0.00% Add +306.9% 30,115 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +14.2% 29,718 $1.8M
Strategic Global Advisors, LLC 0.27% Add +8.5% 29,295 $1.8M
Marco Investment Management LLC 0.13% Reduce -5.5% 28,934 $1.7M
Old Mission Capital LLC 0.07% New 28,165 $1.7M
Group One Trading LLC 0.05% Reduce -38.3% 27,926 $1.7M
Royal Fund Management, LLC 0.15% Add +26.3% 27,497 $1.7M
Castellan Group 0.21% Add +0.5% 27,083 $1.6M
MML Investors Services, LLC 0.00% Reduce -3.4% 26,933 $1.6M
Focus Partners Wealth 0.00% Add +36.8% 26,858 $1.6M
MQS Management LLC 0.94% Add +133.7% 26,312 $1.6M
Recurrent Investment Advisors LLC 0.12% Reduce -4.8% 26,071 $1.6M
180 Wealth Advisors, LLC 0.18% Add +5.2% 25,987 $1.6M
Legacy Wealth Asset Management, LLC 0.38% Reduce -14.6% 25,939 $1.6M
Tocqueville Asset Management L.P. 0.02% Add +0.1% 25,185 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -12.9% 24,909 $1.5M
SBI Securities Co., Ltd. 0.04% Reduce -1.3% 24,628 $1.5M
DGS Capital Management, LLC 0.24% Add +5.8% 23,361 $1.4M
Park Avenue Securities LLC 0.01% Reduce -1.5% 23,285 $1.4M
Jain Global LLC 0.01% New 23,009 $1.4M
Primoris Wealth Advisors, LLC 0.83% New 23,000 $1.4M
Jackson Hole Capital Partners, LLC 0.23% No change 22,046 $1.3M
Arkadios Wealth Advisors 0.03% Reduce -0.0% 21,815 $1.3M
Rhumbline Advisers 0.00% Add +43.7% 21,179 $1.3M
Choreo, LLC 0.02% Reduce -42.5% 20,565 $1.3M
Greenleaf Trust 0.01% Add +0.2% 20,447 $1.2M
Aaron Wealth Advisors LLC 0.07% Add +37.3% 20,424 $1.2M
Parallax Volatility Advisers, L.P. 0.04% Add +39.9% 20,316 $1.2M
Highland Capital Management, LLC 0.06% Reduce -10.8% 20,163 $1.2M
VPR Management LLC 0.54% No change 20,000 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +41.5% 19,137 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +2.6% 19,787 $1.2M
M&T Bank Corp 0.00% Add +30.7% 19,550 $1.2M
Novem Group 0.13% New 18,517 $1.1M
Moody National Bank Trust Division 0.11% Reduce -2.5% 18,428 $1.1M
Captrust Financial Advisors 0.00% Reduce -52.5% 18,401 $1.1M
Private Advisor Group, LLC 0.01% Add +86.1% 17,950 $1.1M
Exchange Traded Concepts, LLC 0.01% Reduce -6.0% 17,751 $1.1M
Schroder Investment Management Group 0.00% Reduce -6.3% 17,557 $1.1M
Gryphon Financial Partners LLC 0.11% Add +72.2% 17,595 $1.1M
Raelipskie Partnership 0.44% Reduce -6.4% 17,527 $1.1M
Brown Advisory Inc. 0.00% Add +26.5% 17,495 $1.1M
Independent Advisor Alliance 0.03% Add +20.8% 17,455 $1.1M
Keybank National Association 0.00% Reduce -41.2% 17,415 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +168.8% 17,327 $1.0M
Jeppson Wealth Management, LLC 0.31% Add +0.1% 16,386 $989K
United Capital Financial Advisors, LLC 0.01% Add +19.4% 16,246 $981K
Profund Advisors LLC 0.03% Reduce -13.4% 16,201 $978K
Cadence Wealth Management LLC 0.47% Add +2.1% 16,164 $976K
Montgomery Investment Management Inc. 0.35% Reduce -9.0% 16,150 $975K
Prospera Financial Services Inc 0.02% Add +2.4% 16,108 $973K
Checchi Capital Advisers, LLC 0.07% Reduce -1.7% 16,107 $972K
Sit Investment Associates Inc. 0.02% Reduce -22.8% 16,050 $969K
Harbour Capital Advisors, LLC 0.20% Add +0.1% 15,565 $961K
Fiduciary Trust Co 0.01% Add +0.4% 15,568 $940K
AlphaCore Capital LLC 0.02% Reduce -11.1% 15,418 $931K
Guggenheim Capital LLC 0.01% Add +5.4% 15,407 $930K
Buckland Partners Management Co LLC 0.51% — 6,000 $925K
Persium Advisors, LLC 0.67% Add +3.9% 15,293 $923K
Abel Hall, LLC 0.21% Add +103.9% 15,221 $919K
Truist Financial Corp. 0.00% Reduce -49.9% 15,181 $916K
Smartleaf Asset Management LLC 0.03% Add +8.6% 15,011 $914K
MAI Capital Management 0.01% Reduce -1.0% 15,103 $912K
Savant Capital, LLC 0.01% Add +14.2% 15,031 $907K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -12.6% 15,005 $906K
Northwest Bancshares, Inc. 0.17% Reduce -5.5% 14,917 $901K
Fairfield, Bush & Co. 0.47% No change 14,887 $899K
Sagespring Wealth Partners, LLC 0.02% Add +8.5% 14,789 $893K
Gleason Group, Inc. 0.09% No change 14,747 $890K
Rossmore Private Capital 0.08% Reduce -10.7% 14,695 $887K
Qtron Investments LLC 0.12% Add +121.8% 14,657 $885K
Chesapeake Capital Corp. 0.74% Add +27.5% 14,640 $884K
Baader Bank Aktiengesellschaft 0.07% Add +24.3% 14,668 $882K
BNP Paribas Financial Markets 0.00% Reduce -97.2% 14,603 $882K
Sprott Inc. 0.03% Reduce -2.1% 14,521 $877K
Dynasty Wealth Management, LLC 0.01% Add +7.9% 14,414 $870K
Quinn Opportunity Partners LLC 0.04% No change 14,300 $863K
Berkeley Capital Partners, LLC 0.20% Reduce -1.6% 14,251 $860K
Principal Securities, Inc. 0.01% Add +4.1% 14,185 $856K
Argent Trust Co 0.03% Reduce -2.1% 14,177 $856K
Versant Capital Management, Inc 0.11% Add +10.8% 13,943 $842K
WealthTrust Axiom LLC 0.21% Reduce -4.5% 13,678 $826K
Manske Wealth Management 0.24% Reduce -4.6% 13,384 $808K
Merit Financial Group, LLC 0.01% Add +51.6% 13,275 $801K
Marshall Financial Group, LLC 0.15% New 13,220 $798K
Murphy, Middleton, Hinkle & Parker, Inc. 0.38% New 8,115 $793K
Ballentine Partners, LLC 0.01% Add +0.9% 13,110 $791K
Founders Financial Securities LLC 0.05% Add +4.1% 12,956 $782K
Dorsey & Whitney Trust CO LLC 0.04% Add +5.8% 12,849 $776K
Hartford Funds Management Co LLC 0.06% Reduce -0.8% 12,730 $769K
Aptus Capital Advisors, LLC 0.01% Reduce -3.7% 12,688 $766K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +66.0% 12,490 $754K
Farringdon Capital, Ltd. 0.18% Add +183.6% 12,401 $749K
Bailard, Inc. 0.02% Add +1.4% 12,395 $748K
Bedell Frazier Investment Counselling, LLC 0.14% Add +3.5% 12,375 $747K
Kingsview Wealth Management, LLC 0.01% Add +27.2% 12,247 $739K
Beacon Pointe Advisors, LLC 0.01% Reduce -27.7% 12,148 $733K
GTS Securities LLC 0.02% New 12,092 $730K
Burford Brothers, Inc. 0.30% Reduce -0.3% 12,077 $729K
Albert D Mason Inc. 0.48% Reduce -0.3% 12,072 $729K
Parallel Advisors, LLC 0.01% Add +1.3% 12,039 $727K
Entropy Technologies, LP 0.04% New 12,033 $726K
Saturna Capital Corp. 0.01% Add +3.5% 12,025 $726K
Ethic Inc. 0.01% Add +11.3% 11,914 $719K
Kathmere Capital Management, LLC 0.05% Add +4.0% 11,681 $705K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.4% 11,552 $697K
West Family Investments, Inc. 0.16% No change 11,551 $697K
Blue Trust, Inc. 0.01% Reduce -9.4% 11,523 $696K
Cibc World Markets Corp. 0.00% — 11,512 $695K
Sage Rhino Capital LLC 0.13% Add +0.9% 11,422 $690K
Inspire Advisors, LLC 0.06% Reduce -8.7% 11,302 $682K
Invesco Ltd. 0.00% Reduce -9.1% 11,283 $681K
Louisbourg Investments Inc. 0.13% No change 11,080 $669K
R Squared Ltd 0.31% Reduce -43.4% 10,957 $661K
Valeo Financial Advisors, LLC 0.01% Add +1.0% 10,845 $655K
Nano Cap New Millennium Growth Fund L P 0.55% — 10,750 $649K
SevenBridge Financial Group, LLC 0.10% Reduce -4.7% 9,399 $637K
Parrish Capital LLC 0.57% — 10,447 $631K
Sivia Capital Partners, LLC 0.13% Add +132.8% 10,441 $630K
Norway Savings Bank 0.29% Add +3.0% 10,432 $630K
Atlas Capital Advisors Inc. 0.07% — 10,370 $626K
Virtu Financial LLC 0.02% New 10,191 $615K
Mission Wealth Management, LP 0.01% Add +0.2% 10,162 $613K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -6.1% 10,149 $613K
Plan A Wealth LLC 0.30% Add +4.8% 10,058 $607K
Cordatus Wealth Management LLC 0.14% Reduce -3.4% 10,033 $606K
Mosaic Financial Group, LLC 0.41% No change 10,000 $604K
Marex Group Ltd 0.01% New 9,975 $602K
Gallacher Capital Management LLC 0.23% Reduce -0.1% 9,967 $602K
Rare Wolf Capital LLC 0.37% — 9,906 $598K
State Street Corp. 0.00% No change 9,884 $597K
Stamos Capital Partners, L.P. 0.10% Add +9.7% 9,820 $593K
Range Financial Group LLC 0.20% Add +4.0% 9,710 $586K
PDS Planning, Inc 0.04% Add +3.9% 9,481 $572K
Pinnacle West Asset Management, Inc. 0.37% Reduce -1.1% 9,375 $566K
PCM Encore, LLC 0.12% — 9,372 $566K
RNC Capital Management LLC 0.03% Reduce -1.5% 9,331 $563K
Invictus Private Wealth, LLC 0.03% Reduce -0.6% 9,323 $563K
AE Wealth Management LLC 0.00% Add +4.5% 9,227 $557K
Glenmede Trust Co. NA 0.00% — 9,019 $544K
Fractal Investments LLC 0.08% No change 9,000 $543K
First Financial Corp. 0.20% Reduce -0.7% 8,988 $543K
CoreCommodity Management, LLC 0.11% No change 8,828 $533K
Eaton Financial Holdings Company, LLC 0.14% Add +14.3% 8,802 $531K
Global Retirement Partners, LLC 0.01% Add +464.2% 8,762 $529K
XML Financial, LLC 0.04% Reduce -2.1% 8,700 $525K
Minot DeBlois Advisors LLC 0.46% Add +3.1% 8,543 $516K
International Assets Investment Management, LLC 0.04% Reduce -7.1% 8,542 $516K
Larry Mathis Financial Planning, LLC 0.45% — 8,451 $510K
Alessandra Capital Management, LLC 0.45% — 8,371 $505K
Chicago Partners Investment Group LLC 0.01% Add +0.6% 7,465 $504K
Bollard Group LLC 0.01% Reduce -15.2% 8,324 $503K
Legal Advantage Investments, Inc. 0.23% Reduce -6.2% 8,307 $501K
Federation des caisses Desjardins du Quebec 0.00% Add +25.0% 8,272 $499K
JMN Financial LLC 0.50% — 8,255 $498K
EP Wealth Advisors, LLC 0.00% — 8,129 $491K
Wedmont Private Capital 0.02% Add +11.3% 7,659 $489K
New York State Common Retirement Fund 0.00% Add +158.7% 8,100 $489K
Wedbush Securities Inc. 0.01% Add +7.9% 8,087 $488K
Simplex Trading, LLC 0.01% Add +25.6% 8,070 $487K
Johnson Investment Counsel Inc. 0.00% Add +0.4% 8,014 $484K
IHT Wealth Management, LLC 0.01% Reduce -3.9% 8,012 $484K
Steward Partners Investment Advisory, LLC 0.00% Add +6.7% 7,863 $475K
Snowden Capital Advisors LLC 0.01% New 7,752 $468K
Mgo One Seven LLC 0.01% Reduce -4.3% 7,749 $468K
Breakwater Capital Group 0.06% Add +8.3% 7,689 $464K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,634 $461K
Radnor Capital Management, LLC 0.07% No change 7,600 $459K
New Republic Capital, LLC 0.12% New 7,554 $456K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.6% 7,531 $455K
Venturi Wealth Management, LLC 0.02% Add +69.4% 7,468 $451K
Aprio Wealth Management, LLC 0.03% Add +32.5% 7,466 $451K
Uncommon Cents Investing LLC 0.11% Add +4.8% 7,465 $451K
Passumpsic Savings Bank 0.25% — 7,458 $450K
Gotham Asset Management 0.00% Add +17.2% 7,436 $449K
Integrated Wealth Concepts LLC 0.01% Reduce -45.4% 7,428 $448K
LaSalle St. Investment Advisors, LLC 0.07% Add +5.7% 7,286 $439K
Kempner Capital Management Inc. 0.41% Reduce -9.1% 7,408 $438K
Intrust Bank NA 0.04% Add +12.5% 7,233 $437K
Choate Investment Advisors 0.01% Reduce -7.0% 7,228 $436K
Mutual Advisors, LLC 0.01% Reduce -2.0% 7,225 $436K
Benedict Financial Advisors Inc. 0.09% No change 7,198 $435K
May Hill Capital, LLC 0.12% Add +7.3% 7,165 $433K
Caitong International Asset Management Co., Ltd 0.10% Add +136.4% 6,974 $421K
Coldstream Capital Management Inc. 0.01% Add +6.7% 6,885 $416K
Sowell Financial Services LLC 0.02% Add +4.6% 6,861 $414K
Bessemer Group Inc. 0.00% Add +3.8% 6,856 $414K
Fox Run Management, L.L.C. 0.06% New 6,739 $407K
Bridgewater Advisors Inc. 0.03% Add +5.5% 6,193 $406K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -0.4% 6,598 $398K
Cwm, LLC 0.00% Reduce -1.2% 6,579 $397K
Kelleher Financial Advisors 0.09% No change 6,542 $395K
Lido Advisors, LLC 0.00% Add +1.5% 6,989 $391K
Financial Management Professionals, Inc. 0.04% Add +0.3% 6,437 $389K
Garner Asset Management Corp 0.15% Reduce -9.8% 6,411 $387K
Investment Research Partners LLC 0.17% Reduce -1.6% 6,369 $385K
GAMMA Investing LLC 0.02% Add +25.2% 6,310 $381K
Shelton Capital Management 0.01% No change 6,300 $380K
Successful Portfolios LLC 0.19% Add +17.8% 6,122 $378K
HB Wealth Management, LLC 0.00% Add +10.0% 6,200 $374K
Prime Capital Investment Advisors, LLC 0.00% Add +0.2% 6,160 $372K
Focused Alpha, LLC 0.11% — 6,150 $371K
DRW Securities, LLC 0.03% New 6,081 $367K
American Trust Investment Advisors, LLC 0.20% No change 6,072 $367K
Financial Sense Advisors, Inc. 0.08% Reduce -62.0% 6,000 $362K
Comprehensive Money Management Services LLC 0.25% No change 5,936 $358K
Redwood Wealth Management Group, LLC 0.15% Add +7.4% 5,829 $352K
Allworth Financial LP 0.00% Add +25.1% 5,801 $350K
Carnegie Lake Advisors LLC 0.13% No change 5,800 $350K
Denali Advisors LLC 0.04% Add +0.7% 5,662 $342K
Providence First Trust Co 0.12% New 5,656 $341K
Gsa Capital Partners LLP 0.03% New 5,654 $341K
Jackson Square Capital, LLC 0.07% New 5,639 $340K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.6% 5,602 $338K
Harmony Asset Management LLC 0.11% Add +15.8% 5,583 $337K
Parkside Financial Bank & Trust 0.03% Add +298.9% 5,528 $334K
Blair William & Co. 0.00% Add +14.4% 5,478 $331K
Anchyra Partners LLC 0.10% — 5,464 $330K
OpenArc Corporate Advisory, LLC 0.01% — 5,374 $324K
AMG National Trust Bank 0.01% Add +28.2% 5,284 $319K
Trust Point Inc. 0.03% New 5,273 $318K
Naples Global Advisors, LLC 0.02% Add +1.0% 5,243 $316K
Two Sigma Investments, LP 0.00% New 5,209 $314K
Two Sigma Advisers, LP 0.00% New 5,201 $314K
Agf Management Ltd. 0.00% No change 5,200 $314K
PFG Investments, LLC 0.01% No change 5,147 $311K
HSBC Holdings PLC 0.00% Reduce -51.0% 5,117 $309K
Viewpoint Investment Partners Corp. 0.15% Reduce -77.5% 5,100 $308K
Old National Bancorp 0.01% New 5,092 $307K
Retirement Planning Co of New England, Inc. 0.12% Reduce -1.6% 5,082 $307K
Williams Jones Wealth Management, LLC. 0.00% No change 5,069 $306K
Pure Financial Advisors, LLC 0.00% New 5,046 $305K
Cromwell Holdings LLC 0.17% Add +19.3% 5,015 $303K
Frec Markets, Inc. 0.09% — 5,010 $302K
Timber Creek Capital Management LLC 0.07% No change 5,000 $302K
Viking Fund Management LLC 0.04% Reduce -50.0% 5,000 $302K
HUB Investment Partners, LLC 0.01% New 4,987 $301K
Inspire Investing, LLC 0.03% Add +1.4% 4,985 $301K
Pinnacle Financial Partners, Inc. 0.00% — 4,955 $299K
Essex Financial Services, Inc. 0.02% Reduce -14.9% 4,895 $295K
Traveka Wealth, LLC 0.12% Add +0.3% 4,877 $294K
TT Capital Management LLC 0.23% Reduce -7.6% 4,867 $294K
Knights of Columbus Asset Advisors LLC 0.02% No change 4,808 $290K
Wesbanco Bank Inc. 0.01% Add +18.7% 4,792 $289K
Avior Wealth Management, LLC 0.01% No change 4,731 $286K
Cherokee Insurance Co 0.12% No change 4,700 $284K
Centurion Wealth Management LLC 0.06% No change 4,700 $284K
Wright Wealth LLC 0.18% — 4,657 $281K
Basecamp Wealth Advisors LLC 0.06% — 4,629 $279K
Ascent Group, LLC 0.01% Reduce -11.2% 4,625 $279K
Rathbones Group PLC 0.00% No change 4,616 $279K
TLS Advisors LLC 0.86% New 4,460 $269K
HighPoint Advisor Group LLC 0.01% Add +11.2% 4,448 $269K
Insigneo Advisory Services, LLC 0.02% Reduce -5.2% 4,428 $267K
Two Sigma Securities, LLC 0.04% New 4,367 $264K
Rwa Wealth Partners, LLC 0.00% No change 4,350 $263K
Roberts Glore & Co. Inc. 0.07% Reduce -1.2% 4,265 $257K
Advisory Services Network, LLC 0.00% Reduce -44.4% 4,248 $256K
Trek Financial, LLC 0.01% Add +13.4% 4,212 $254K
Aspen Wealth Strategies, LLC 0.14% Add +1.0% 4,200 $254K
Integral Investment Advisors, Inc. 0.06% Reduce -2.5% 4,180 $252K
Knollwood Investment Advisory, LLC 0.02% No change 4,150 $251K
Godshalk Welsh Capital Management, Inc. 0.14% Reduce -5.8% 4,050 $244K
Arax Advisory Partners 0.01% Add +8.9% 4,016 $242K
Corps Capital Advisors, LLC 0.25% New 4,000 $241K
Alpine Bank Wealth Management 0.03% No change 4,000 $241K
J. Safra Sarasin Holding AG 0.00% No change 4,000 $241K
Aviance Capital Partners, LLC 0.03% Reduce -16.0% 3,991 $241K
SeaCrest Wealth Management, LLC 0.02% Add +1.0% 3,769 $241K
AlTi Global, Inc. 0.01% Add +5.3% 3,976 $240K
Wealthspire Advisors, LLC 0.00% Add +135.7% 3,966 $239K
Regions Financial Corp. 0.00% Reduce -64.5% 3,955 $239K
Cullen/Frost Bankers, Inc. 0.00% Add +7.6% 3,951 $239K
Thrivent Financial for Lutherans 0.00% Reduce -8.3% 3,792 $229K
Riversedge Advisors, LLC 0.04% New 3,771 $228K
Great Valley Advisor Group, Inc. 0.00% Add +0.6% 3,742 $226K
Adell Harriman & Carpenter Inc. 0.01% New 3,669 $222K
Sapient Capital LLC 0.00% New 3,620 $221K
55 North Private Wealth, LLC 0.06% — 3,646 $220K
Adkins Seale Capital Management LLC 0.22% — 3,640 $220K
Wealthcare Capital Partners, LLC 0.10% New 3,635 $219K
Welch & Forbes LLC 0.00% Reduce -29.3% 3,619 $218K
CVA Family Office, LLC 0.03% No change 3,600 $217K
Walser Wealth Management Company, A Ltd Liability Co 0.11% — 3,593 $217K
Freestone Capital Holdings, LLC 0.01% New 3,558 $215K
Torrey Growth & Income Advisors 0.07% Reduce -30.8% 3,530 $213K
Uhlmann Price Securities, LLC 0.13% New 3,508 $212K
U S Global Investors Inc. 0.02% No change 3,500 $211K
Cohen Capital Management, Inc. 0.03% New 3,419 $206K
Exencial Wealth Advisors, LLC 0.01% Reduce -11.8% 3,418 $206K
Mather Group, Llc. 0.00% Add +4.5% 3,396 $205K
Fortis Capital Advisors, LLC 0.03% New 3,393 $205K
Belpointe Asset Management LLC 0.01% New 3,393 $205K
Pekin Hardy Strauss, Inc. 0.02% New 3,378 $204K
BXM Wealth LLC 0.16% New 3,375 $204K
EverSource Wealth Advisors, LLC 0.01% Add +2.8% 3,353 $202K
Leonteq Securities AG 0.01% Reduce -50.5% 3,346 $202K
Cozad Asset Management Inc. 0.02% New 3,330 $201K
CENTRAL TRUST Co 0.00% Reduce -6.7% 3,321 $200K
Lorne Steinberg Wealth Management Inc. 0.05% New 3,260 $197K
Cary Street Partners Investment Advisory LLC 0.05% Add +4.2% 3,216 $194K
Bank of New Hampshire 0.04% No change 3,000 $181K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 3,000 $181K
Havemeyer Place LP 0.03% — 2,876 $174K
New Millennium Group LLC 0.07% Add +151.5% 2,736 $165K
Assetmark, Inc. 0.00% Add +14.2% 2,658 $160K
Rexford Capital Inc. 0.12% No change 2,586 $156K
LRI Investments, LLC 0.01% Reduce -5.4% 2,522 $152K
Rosenberg Matthew Hamilton 0.03% No change 2,406 $145K
First Horizon Corp. 0.01% Reduce -24.4% 2,293 $138K
NBT Bank, N.A. 0.01% Add +0.2% 2,172 $134K
Summit Securities Group LLC 0.02% No change 2,200 $133K
Harbour Investments, Inc. 0.00% Add +0.6% 2,093 $126K
Boit C F David 0.05% No change 2,000 $123K
State of Wyoming 0.01% Reduce -7.7% 2,040 $123K
Fifth Third Bancorp 0.00% Reduce -93.4% 2,013 $122K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,008 $121K
Larson Financial Group LLC 0.00% Reduce -18.2% 1,952 $118K
Anfield Capital Management, LLC 0.04% No change 1,931 $117K
Manchester Capital Management LLC 0.02% Add +334.0% 1,862 $112K
Delta Asset Management LLC 0.01% No change 1,733 $105K
Trust Co. of Toledo NA 0.01% No change 1,700 $103K
Nisa Investment Advisors, LLC 0.00% Add +16.3% 1,628 $98K
Spire Wealth Management 0.00% Add +0.2% 1,579 $95K
UMB Bank, n.a. 0.00% Reduce -12.4% 1,468 $89K
Vermillion Wealth Management, Inc. 0.04% Add +42.6% 1,460 $88K
Solstein Capital, LLC 0.04% Add +110.2% 1,459 $88K
Montag A & Associates Inc. 0.00% Add +133.9% 1,387 $84K
First PREMIER Bank 0.02% No change 1,296 $79K
CoreCap Advisors, LLC 0.00% Reduce -60.2% 1,302 $79K
Sunbelt Securities, Inc. 0.01% No change 1,284 $78K
Natixis 0.00% Add +32.9% 1,274 $77K
Root Financial Partners, LLC 0.00% Add +46.3% 1,242 $75K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +23.5% 1,241 $75K
Bell Investment Advisors, Inc 0.01% Add +25.9% 1,212 $73K
IFP Advisors, Inc 0.00% Add +2.7% 1,204 $73K
Huntington National Bank 0.00% Reduce -20.1% 1,183 $71K
Bruce G. Allen Investments, LLC 0.05% Reduce -32.5% 1,175 $71K
Salomon & Ludwin, LLC 0.01% Add +61.4% 1,115 $70K
MTM Investment Management, LLC 0.02% No change 1,100 $66K
ROSS\JOHNSON & Associates LLC 1.20% No change 1,070 $65K
GoalVest Advisory LLC 0.01% Reduce -60.8% 1,000 $60K
Hoey Investments, Inc. 0.01% No change 1,000 $60K
HHM Wealth Advisors, LLC 0.01% No change 1,000 $60K
Toronto Dominion Bank 0.00% No change 970 $59K
Rothschild Investment LLC 0.00% Reduce -5.1% 969 $58K
Brown Brothers Harriman & Co. 0.00% Add +9.7% 929 $56K
Grove Bank & Trust 0.01% Reduce -3.0% 857 $52K
Cary Street Partners Financial LLC 0.00% Add +11.3% 855 $52K
GHP Investment Advisors, Inc. 0.00% No change 842 $51K
JFS Wealth Advisors, LLC 0.00% Add +15.1% 801 $48K
Intesa Sanpaolo Wealth Management 0.01% — 800 $48K
True Wealth Design, LLC 0.01% Add +5.8% 799 $48K
Ancora Advisors LLC 0.00% Add +17.4% 798 $48K
Flagship Harbor Advisors, LLC 0.00% New 773 $47K
Addison Advisors LLC 0.01% Add +31.8% 751 $45K
Chilton Capital Management LLC 0.00% No change 690 $42K
Archer Investment Corp 0.01% Reduce -22.5% 690 $42K
Pingora Partners LLC 0.03% No change 689 $42K
Hilltop National Bank 0.01% No change 675 $41K
Caldwell Trust Co 0.00% Add +1.5% 660 $40K
Eagle Bay Advisors LLC 0.03% New 650 $39K
Dunhill Financial, LLC 0.01% Reduce -41.5% 585 $35K
AdvisorNet Financial, Inc 0.00% No change 571 $34K
Walleye Trading LLC 0.00% New 523 $32K
Berbice Capital Management LLC 0.02% No change 500 $30K
Frazier Financial Advisors, LLC 0.02% Reduce -2.7% 500 $30K
Center for Financial Planning, Inc. 0.00% No change 500 $30K
Farmers & Merchants Investments Inc. 0.00% No change 500 $30K
Rossby Financial, LCC 0.01% Add +4.8% 458 $28K
Sound Income Strategies, LLC 0.00% Add +222.1% 422 $27K
Sawyer & Company, Inc 0.01% Reduce -69.0% 450 $27K
Asset Dedication, LLC 0.00% No change 450 $27K
Bangor Savings Bank 0.00% No change 447 $27K
SJS Investment Consulting Inc. 0.00% Add +444.4% 441 $27K
Costello Asset Management, INC 0.01% No change 438 $26K
Highline Wealth Partners LLC 0.01% Reduce -95.8% 431 $26K
SageView Advisory Group, LLC 0.00% New 429 $26K
Garton & Associates Financial Advisors LLC 0.01% — 428 $26K
Hilton Head Capital Partners, LLC 0.02% — 427 $26K
Eastern Bank 0.00% No change 425 $26K
Bayban 0.02% — 416 $25K
GW&K Investment Management, LLC 0.00% No change 421 $25K
Avalon Trust Co 0.00% New 400 $24K
Valley National Advisers Inc. 0.00% No change 400 $24K
Lanark Financial, Inc. 0.00% No change 387 $23K
Clearstead Advisors, LLC 0.00% Add +562.1% 384 $23K
Motiv8 Investments LLC 0.01% New 377 $23K
Essential Partners LLC 0.01% No change 374 $23K
American National Bank & Trust 0.00% Reduce -65.4% 371 $22K
Financial Perspectives, Inc 0.01% No change 365 $22K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 359 $22K
Alerus Financial NA 0.00% No change 344 $21K
Sterling Capital Management LLC 0.00% Reduce -97.3% 342 $21K
Robinswood Financial LLC 0.01% No change 332 $20K
Boreal Capital Management LLC 0.02% No change 330 $20K
Fairscale Capital, LLC 0.01% No change 322 $19K
YANKCOM Partnership 0.01% Add +238.2% 301 $18K
Private Trust Co. NA 0.00% No change 301 $18K
Pinnacle Bancorp, Inc. 0.01% Reduce -63.2% 300 $18K
Beutel, Goodman & Co Ltd. 0.00% No change 300 $18K
Basepoint Wealth LLC 0.01% New 298 $18K
Boyd Watterson Asset Management LLC 0.01% No change 297 $18K
Rakuten Securities, Inc. 0.01% Add +15.0% 291 $18K
Centerpoint Advisors, LLC 0.01% No change 275 $17K
Optima Capital LLC 0.01% New 278 $17K
Transamerica Financial Advisors, LLC 0.00% Add +522.7% 274 $17K
Cornerstone Planning Group LLC 0.00% Add +25.4% 232 $16K
Chung Wu Investment Group, LLC 0.01% No change 268 $16K
SHP Wealth Management 0.00% — 267 $16K
Albion Financial Group 0.00% New 250 $15K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.4% 249 $15K
Physician Wealth Advisors, Inc. 0.00% Add +18.1% 242 $15K
Cape Investment Advisory, Inc. 0.00% New 240 $14K
Coston, McIsaac & Partners 0.00% No change 234 $14K
Strengthening Families & Communities, LLC 0.00% Reduce -34.5% 226 $14K
SOA Wealth Advisors, LLC. 0.00% Reduce -49.3% 225 $14K
Strategic Wealth Partners, Ltd. 0.00% Reduce -0.5% 208 $13K
Geneos Wealth Management Inc. 0.00% Reduce -49.1% 207 $12K
Zions Bancorporation, National Association 0.00% Add +13.5% 202 $12K
Westside Investment Management, Inc. 0.00% No change 197 $12K
Wealth Preservation Advisors, LLC 0.01% No change 200 $12K
Motco 0.00% No change 200 $12K
Hazlett, Burt & Watson, Inc. 0.00% Add +482.4% 198 $12K
Financial Consulate, Inc. 0.00% Add +34.3% 192 $12K
Innovative Advisory Group, LLC 0.01% No change 190 $11K
Retirement Wealth Solutions LLC 0.01% Reduce -19.5% 182 $11K
ORG Partners LLC 0.00% No change 172 $10K
TD Private Client Wealth LLC 0.00% Reduce -92.4% 168 $10K
NFSG Corp 0.00% No change 168 $10K
Signature Equity Partners, LLC 0.01% — 165 $10K
Creative Financial Designs Inc. 0.00% No change 164 $10K
Breakwater Investment Management 0.00% No change 160 $10K
Armstrong Advisory Group, Inc. 0.00% No change 160 $10K
North Star Investment Management Corp. 0.00% Add +238.3% 159 $10K
Principia Wealth Advisory, LLC 0.01% No change 157 $9K
Evelyn Partners Investment Management Services Ltd 0.00% No change 155 $9K
Abound Wealth Management 0.00% Add +512.0% 153 $9K
Country Trust Bank 0.00% No change 150 $9K
Community Bank, N.A. 0.00% No change 150 $9K
Keating Financial Advisory Services, Inc. 0.00% — 148 $9K
Raffa Wealth Management, LLC 0.00% Add +234.9% 144 $9K
Towne Trust Company, N.A 0.00% No change 143 $9K
Golden State Wealth Management, LLC 0.00% No change 142 $9K
Redmont Wealth Advisors LLC 0.01% No change 135 $8K
WealthCollab, LLC 0.00% Add +50.0% 126 $8K
Greykasell Wealth Strategies, Inc. 0.00% New 120 $7K
Tucker Asset Management LLC 0.00% New 109 $7K
Stone House Investment Management, LLC 0.00% Add +10.4% 106 $6K
Signature Resources Capital Management, LLC 0.00% No change 102 $6K
Founders Capital Management 0.00% No change 101 $6K
Olistico Wealth, LLC 0.00% New 100 $6K
Triumph Capital Management 0.00% New 100 $6K
DecisionPoint Financial, LLC 0.00% New 100 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $6K
Stephens Consulting, LLC 0.00% New 98 $6K
Valley Wealth Managers, Inc. 0.00% New 96 $6K
IMA Advisory Services, Inc. 0.00% New 95 $6K
Birchbrook, Inc. 0.00% No change 93 $6K
Rialto Wealth Management, LLC 0.00% No change 91 $5K
Independence Bank of Kentucky 0.00% New 91 $5K
Laurel Wealth Advisors LLC 0.00% New 88 $5K
Cornerstone Financial Management LLC 0.00% — 86 $5K
Caitlin John, LLC 0.00% New 85 $5K
GPS Wealth Strategies Group, LLC 0.00% Reduce -73.7% 85 $5K
Avion Wealth 0.00% No change 89 $5K
Elyxium Wealth, LLC 0.00% New 78 $5K
Acumen Wealth Advisors, LLC 0.00% — 75 $5K
Murphy & Mullick Capital Management Corp 0.00% Add +1.4% 72 $4K
Wellington-Altus USA Inc. 0.00% — 71 $4K
2UniFi Bank 0.00% No change 70 $4K
City Holding Co. 0.00% No change 67 $4K
Kozak & Associates, Inc. 0.00% No change 65 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -9.5% 57 $3K
Harbor Investment Advisory, LLC 0.00% New 52 $3K
Oakworth Capital, Inc. 0.00% New 52 $3K
Western Pacific Wealth Management, LP 0.00% No change 51 $3K
Plante Moran Financial Advisors, LLC 0.00% New 50 $3K
Westfuller Advisors, LLC 0.00% Reduce -44.9% 49 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 42 $3K
Quaker Wealth Management, LLC 0.00% New 40 $2K
IMG Wealth Management, Inc. 0.00% No change 39 $2K
Elevated Capital Advisors, LLC 0.00% New 39 $2K
Meramec Financial Planners, LLC 0.00% — 32 $2K
American Capital Advisory, LLC 0.00% Reduce -5.3% 36 $2K
Key Financial Inc 0.00% New 35 $2K
Smithfield Trust Co 0.00% New 40 $2K
MV Capital Management, Inc. 0.00% New 28 $2K
SWAN Capital LLC 0.00% No change 27 $2K
Quent Capital, LLC 0.00% No change 27 $2K
Kilter Group LLC 0.00% Add +116.7% 26 $2K
City State Bank 0.00% No change 25 $2K
McGuire Capital Advisors Inc. 0.00% — 20 $1K
Bogart Wealth, LLC 0.00% Reduce -91.1% 18 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 18 $1K
Capital Analysts, LLC 0.00% No change 24 $1K
CX Institutional 0.00% Add +7.7% 14 $1K
Trust Co 0.00% New 12 $724
Lodestone Wealth Management LLC 0.00% New 11 $664
Nemes Rush Group LLC 0.00% New 9 $543
WPG Advisers, LLC 0.00% No change 8 $483
Turning Point Benefit Group, Inc. 0.00% No change 6 $362
Beaird Harris Wealth Management, LLC 0.00% No change 6 $355
Whipplewood Advisors, LLC 0.00% New 5 $302
Accordant Advisory Group Inc 0.00% New 3 $182
Toth Financial Advisory Corp. 0.00% New 3 $182
Pin Oak Investment Advisors Inc. 0.00% Reduce -98.7% 4 $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.