BHP Group Ltd.-Spon ADRBHP

13F holders, Q1 2026 (March 31)
739holders +54
121new positions
63sold out
7famous investors
$72.74avg. 13F price*

At the end of Q1 2026, 739 institutions reported holding BHP Group Ltd.-Spon ADR (BHP) in their 13F filings, up 54 from Q4 2025. 121 opened new positions and 63 sold out. The largest holders were Fisher Asset Management ($1.7B), Morgan Stanley ($828.4M) and Goldman Sachs Group Inc. ($681.3M). 7 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
BHP Group Ltd.-Spon ADR
Filed as
BHP BILLITON LIMITED (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions121$170.1M
Exits63$166.1M

All 13F filers, Q4 2025 → Q1 2026: 14,936,685 shares bought and 9,478,660 shares sold, net +5,458,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 739 holders

Fisher Asset Management 0.59% Add +2.0% 23,872,244 $1.7B
Morgan Stanley 0.05% Reduce -17.5% 11,389,124 $828.4M
Goldman Sachs Group Inc. 0.09% Add +34.0% 9,366,153 $681.3M
FMR LLC 0.02% Add +128.0% 4,712,274 $342.8M
Wellington Management Group LLP 0.05% Add +3.4% 3,759,916 $273.5M
Dimensional Fund Advisors LP 0.05% Reduce -2.7% 3,526,902 $256.5M
BlackRock, Inc. 0.00% Add +14.6% 3,012,023 $219.1M
Bank of America Corp. 0.02% Reduce -5.6% 2,904,801 $211.3M
Citigroup Inc. 0.11% Add +8.1% 2,433,415 $177.0M
Northern Trust Corp. 0.02% Add +3.4% 2,349,364 $170.9M
Neuberger Berman Group LLC 0.13% Reduce -4.7% 2,257,044 $164.2M
SIH Partners, LLLP 3.41% Add +396.6% 1,520,477 $110.6M
State Farm Mutual Automobile Insurance Co. 0.08% No change 1,348,932 $98.1M
American Century Companies Inc. 0.05% Add +27.9% 1,315,675 $95.7M
Royal Bank of Canada 0.02% Add +17.9% 1,239,402 $90.2M
Bank of Montreal 0.03% Reduce -15.8% 1,143,647 $83.2M
CIBC Bancorp USA Inc. 0.11% — 1,071,071 $78.0M
Jane Street Group, LLC 0.07% Add +378.8% 926,450 $67.4M
JPMorgan Chase & Co. 0.00% Add +68.6% 974,759 $67.3M
UBS Group AG 0.01% Add +102.0% 786,289 $57.2M
Townsend & Associates, Inc 4.30% Reduce -1.2% 618,736 $49.8M
Ameriprise Financial Inc. 0.01% Reduce -5.9% 651,645 $47.4M
Barclays PLC 0.02% Add +168.6% 590,363 $42.9M
Main Street Research LLC 2.20% New 519,212 $37.8M
Quantinno Capital Management LP 0.06% Add +21.5% 493,604 $35.9M
Scotia Capital Inc. 0.14% Add +564.2% 479,794 $34.9M
Rockefeller Capital Management L.P. 0.06% Add +12.3% 469,018 $34.1M
Charles Schwab Investment Management Inc. 0.01% Add +20.5% 459,376 $33.4M
Raymond James Financial Inc. 0.01% Reduce -13.8% 452,909 $32.9M
Gabelli Funds LLC 0.21% Reduce -17.8% 431,000 $31.4M
Creative Planning 0.02% Add +20.8% 428,103 $31.1M
Pacific Heights Asset Management LLC 1.03% No change 425,000 $30.9M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Add +33.8% 409,811 $29.8M
Wells Fargo & Company 0.01% Add +15.0% 344,777 $25.1M
Franklin Resources Inc. 0.01% Add +1.1% 341,995 $24.9M
Envestnet Asset Management Inc. 0.01% Add +23.1% 339,426 $24.7M
Corient Private Wealth LP 0.03% Reduce -0.3% 319,655 $23.2M
Willis Investment Counsel 1.25% Reduce -33.7% 315,009 $22.9M
LPL Financial LLC 0.01% Add +18.2% 293,144 $21.3M
Van Eck Associates Corp. 0.01% Reduce -9.1% 270,394 $19.7M
Ferguson Wellman Capital Management, Inc. 0.25% New 255,584 $18.6M
AQR Capital Management 0.01% Add +35.0% 245,437 $17.9M
Natixis Advisors, LLC 0.02% Add +12.2% 242,633 $17.6M
O'shaughnessy Asset Management, LLC 0.09% Add +16.7% 242,134 $17.6M
BNP Paribas Financial Markets 0.01% Add +1478.2% 230,467 $16.8M
Foundations Investment Advisors, LLC 0.20% Add +8.8% 225,619 $16.4M
Vicus Capital 1.15% Reduce -2.1% 214,845 $15.6M
Cetera Investment Advisers 0.02% Add +2.6% 213,351 $15.5M
T. Rowe Price Associates Inc. 0.00% Add +23.1% 211,481 $15.4M
Janney Montgomery Scott LLC 0.04% Reduce -9.5% 210,867 $15.3M
Cibc World Market Inc. 0.03% Add +13.3% 208,710 $15.2M
US Bancorp \de 0.02% Add +14.6% 202,486 $14.7M
Violich Capital Management, Inc. 1.59% Add +0.3% 186,929 $13.6M
Waverly Advisors, LLC 0.10% Reduce -1.1% 185,288 $13.5M
HighTower Advisors, LLC 0.01% Reduce -0.7% 179,803 $13.1M
GMO 0.03% Add +33.5% 174,695 $12.7M
Stifel Financial Corp. 0.01% Add +6.0% 173,204 $12.6M
QRG Capital Management, Inc. 0.13% Add +27.9% 171,764 $12.5M
Kornitzer Capital Management Inc. 0.27% Add +3.6% 169,800 $12.4M
Optiver Holding B.V. 0.46% New 168,401 $12.2M
Vident Advisory, LLC 0.10% Add +115.5% 160,419 $11.7M
Tidal Investments LLC 0.04% Reduce -3.4% 158,714 $11.5M
Deeter Investments LLP 1.97% New 154,100 $11.2M
Crossmark Global Holdings, Inc. 0.16% Reduce -3.9% 152,571 $11.1M
Moran Wealth Management, LLC 0.34% Add +9.8% 151,956 $11.1M
Bank of New York Mellon Corp 0.00% Add +7.4% 150,401 $10.9M
Hikari Power Ltd 0.93% No change 147,400 $10.7M
Walleye Trading LLC 0.21% Add +27222.6% 142,897 $10.4M
Parallax Volatility Advisers, L.P. 0.56% Add +540.4% 130,111 $10.1M
Fusion Capital, LLC 2.54% Add +1.4% 129,508 $9.4M
Addenda Capital Inc. 0.26% No change 129,200 $9.4M
Brooklyn Investment Group 0.29% Add +42.8% 127,821 $9.3M
Bearing Point Capital, LLC 1.46% Add +1.9% 127,773 $9.3M
Oxbow Advisors, LLC 0.80% Add +6.0% 127,211 $9.3M
Mariner, LLC 0.01% Reduce -12.0% 126,096 $9.2M
Greenline Partners, LLC 0.98% Add +1.3% 124,833 $9.1M
Manning & Napier Advisors LLC 0.13% Reduce -2.3% 123,779 $9.0M
NewEdge Wealth, LLC 0.11% Add +27.4% 123,640 $9.0M
Earnest Partners LLC 0.04% Add +26.1% 122,941 $8.9M
Guardian Partners Inc. 0.74% Add +15.3% 122,177 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +175.2% 122,020 $8.9M
Hikari Tsushin, Inc. 0.60% No change 119,021 $8.7M
Strategy Asset Managers LLC 1.41% Reduce -0.3% 118,036 $8.6M
Cerity Partners LLC 0.01% Add +5.3% 117,423 $8.5M
Holowesko Partners Ltd. 2.38% No change 116,800 $8.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.41% Add +3.1% 116,660 $8.5M
Mercer Global Advisors Inc. 0.01% Add +7.1% 114,944 $8.4M
Manufacturers Life Insurance Company, The 0.01% Add +36.3% 113,707 $8.3M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -5.4% 106,722 $7.8M
National Bank of Canada 0.01% Reduce -5.3% 105,621 $7.7M
HRT Financial LP 0.02% New 103,740 $7.5M
Kessler Investment Group, LLC 3.48% New 100,963 $7.3M
Osaic Holdings, Inc. 0.01% Reduce -9.9% 99,890 $7.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -50.0% 98,988 $7.2M
Amova Asset Management Americas, Inc. 0.10% Add +6.4% 96,975 $7.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +6.4% 96,975 $7.1M
Hourglass Capital, LLC 1.46% Add +1.5% 96,140 $7.0M
Callan Family Office, LLC 0.16% Add +10.2% 95,126 $6.9M
Shelter Mutual Insurance Co 1.53% No change 94,680 $6.9M
PKO Investment Management Joint-Stock Co 0.58% Add +23.4% 94,008 $6.8M
Amundi 0.00% Add +1.3% 93,081 $6.8M
Factory Mutual Insurance Co. 0.07% No change 89,252 $6.5M
Palogic Value Management, L.P. 2.79% Add +0.0% 86,072 $6.3M
Hantz Financial Services, Inc. 0.09% Add +24.2% 85,548 $6.2M
Millennium Management 0.00% New 84,432 $6.1M
Jamison Private Wealth Management, Inc. 0.74% Add +0.6% 81,583 $5.9M
NewEdge Advisors, LLC 0.02% Reduce -23.4% 80,455 $5.9M
Citadel Advisors 0.00% Reduce -93.8% 79,730 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -13.8% 75,594 $5.5M
PNC Financial Services Group, Inc. 0.00% Add +3.8% 74,836 $5.4M
Kestra Advisory Services, LLC 0.02% Add +18.4% 74,607 $5.4M
Quadrant Capital Group LLC 0.16% Add +12.0% 74,278 $5.4M
Nichols & Pratt Advisers LLP 0.34% Add +0.2% 72,689 $5.3M
Myriad Asset Management Advisors LLC 1.56% New 72,587 $5.3M
Sei Investments Co. 0.00% Reduce -13.4% 72,230 $5.3M
Abbington Investment Group 3.01% Add +2.6% 71,096 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.5% 67,116 $4.9M
Strong Tower Advisory Services 0.92% Reduce -1.8% 66,921 $4.9M
LSV Asset Management 0.01% No change 65,595 $4.8M
Graham Capital Management, L.P. 0.21% Add +65.3% 64,878 $4.7M
Cohen Investment Advisors LLC 2.24% Reduce -0.1% 64,768 $4.7M
Eagle Global Advisors LLC 0.17% New 64,173 $4.7M
Petredis Investment Advisors LLC 0.38% Reduce -0.8% 63,898 $4.6M
Augustine Asset Management Inc. 1.04% Add +19.9% 63,580 $4.6M
&partners 0.02% Add +27.0% 60,555 $4.5M
Canal Insurance CO 0.94% No change 60,000 $4.4M
Icon Advisers Inc. 1.01% Add +47.5% 59,000 $4.3M
First Trust Advisors LP 0.00% Add +76.0% 56,586 $4.1M
Panagora Asset Management Inc. 0.02% Add +7.1% 56,115 $4.1M
Ieq Capital, LLC 0.02% Add +11.1% 55,775 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -32.8% 55,348 $4.1M
Russell Investments Group, Ltd. 0.00% Add +26.1% 55,363 $4.0M
Evergreen Capital Management LLC 0.09% Add +51.1% 55,286 $4.0M
Jones Financial Companies LLLP 0.00% Add +45.0% 56,509 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +7.3% 53,010 $3.9M
Laird Norton Wetherby Trust Company, LLC 0.08% Add +1.9% 52,201 $3.8M
Farther Finance Advisors, LLC 0.04% Add +19.0% 51,327 $3.8M
Ritholtz Wealth Management 0.07% Add +26.9% 51,721 $3.8M
Ingalls & Snyder LLC 0.13% Reduce -0.6% 50,919 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +33.3% 50,164 $3.6M
Pathstone Holdings, LLC 0.01% Add +11.4% 49,818 $3.6M
K.J. Harrison & Partners Inc 0.59% Reduce -2.0% 49,005 $3.6M
Naviter Wealth, LLC 0.44% Add +3.6% 48,872 $3.6M
Integras Partners LLC 2.33% Reduce -14.8% 48,669 $3.5M
Exchange Traded Concepts, LLC 0.03% Add +172.8% 48,429 $3.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.3% 48,256 $3.5M
Shrier Wealth Management, LLC 1.25% Add +6.3% 46,324 $3.4M
Simmons Bank 0.22% Add +3.0% 45,138 $3.3M
Northcape Wealth Management, LLC 0.89% Reduce -0.5% 44,669 $3.2M
Harding Loevner LP 0.03% Reduce -36.3% 44,656 $3.2M
Syon Capital LLC 0.16% Add +2.1% 44,030 $3.2M
XTX Topco Ltd 0.05% Reduce -18.3% 43,263 $3.1M
Signaturefd, LLC 0.05% Add +4.4% 42,882 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +456.6% 42,491 $3.1M
Euro Pacific Asset Management, LLC 0.29% Add +0.8% 58,819 $3.0M
Mitchell Capital Management Co. 0.54% New 40,484 $2.9M
Caprock Group, LLC 0.07% Add +2.3% 40,227 $2.9M
Optimist Retirement Group LLC 1.26% Reduce -11.1% 39,347 $2.9M
Moody LYNN Lieberson & Walker, LLC 0.16% New 38,891 $2.8M
Frank, Rimerman Advisors LLC 0.18% Add +0.3% 37,264 $2.7M
Compound Planning, Inc. 0.08% Add +18.3% 37,239 $2.7M
Lockheed Martin Investment Management Co. 0.10% Reduce -0.7% 37,200 $2.7M
SouthState Bank Corp 0.13% Add +22.5% 37,198 $2.7M
Red Cedar Investment Management, LLC 0.28% New 37,078 $2.7M
Associated Banc-Corp 0.07% Reduce -1.5% 36,069 $2.6M
Callahan Advisors, LLC 0.22% Reduce -1.4% 35,675 $2.6M
CIBC Asset Management Inc 0.01% Add +17.9% 35,504 $2.6M
D. E. Shaw & Co. 0.00% Reduce -93.3% 34,830 $2.5M
Focus Partners Wealth 0.00% Add +26.3% 33,916 $2.5M
Legacy Wealth Asset Management, LLC 0.61% Add +33.6% 34,655 $2.5M
Advisors Asset Management, Inc. 0.04% Add +4.1% 34,055 $2.5M
St. Louis Trust Co 0.29% No change 33,687 $2.5M
Baird Financial Group, Inc. 0.00% Add +3.1% 33,599 $2.4M
Strategic Global Advisors, LLC 0.39% Add +14.6% 33,577 $2.4M
TD Waterhouse Canada Inc. 0.01% Add +8.1% 32,120 $2.4M
MidFirst Bank 0.19% Reduce -3.0% 32,117 $2.3M
Orca Investment Management, LLC 1.96% New 31,690 $2.3M
Massar Capital Management, LP 0.46% New 31,584 $2.3M
SG Americas Securities, LLC 0.00% Reduce -78.2% 31,262 $2.3M
Vise Technologies, Inc. 0.04% No change 37,241 $2.2M
MML Investors Services, LLC 0.01% Add +13.5% 30,571 $2.2M
Yousif Capital Management, LLC 0.03% No change 30,326 $2.2M
Aaron Wealth Advisors LLC 0.13% Add +46.4% 29,907 $2.2M
D.A. Davidson & Co. 0.01% Reduce -3.0% 29,904 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +19.5% 29,766 $2.2M
WCG Wealth Advisors LLC 0.06% New 29,403 $2.1M
DGS Capital Management, LLC 0.35% Add +24.8% 29,155 $2.1M
Marco Investment Management LLC 0.16% Reduce -0.5% 28,789 $2.1M
Oppenheimer & Co. Inc. 0.03% New 28,605 $2.1M
Moors & Cabot, Inc. 0.09% Reduce -6.5% 28,202 $2.1M
Tocqueville Asset Management L.P. 0.03% Add +8.8% 27,400 $2.0M
Recurrent Investment Advisors LLC 0.12% Add +4.6% 27,271 $2.0M
Castellan Group 0.27% No change 27,083 $2.0M
SBI Securities Co., Ltd. 0.05% Add +8.1% 26,626 $1.9M
180 Wealth Advisors, LLC 0.22% Add +0.5% 26,111 $1.9M
Royal Fund Management, LLC 0.18% Reduce -5.2% 26,065 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +34.9% 25,811 $1.9M
Park Avenue Securities LLC 0.01% Add +9.8% 25,574 $1.9M
Summit Trail Advisors, LLC 0.03% New 25,425 $1.8M
Walleye Capital LLC 0.01% Reduce -70.6% 23,778 $1.7M
Viewpoint Investment Partners Corp. 0.80% Add +344.7% 22,680 $1.7M
Keybank National Association 0.01% Add +35.6% 23,623 $1.7M
Himension Capital (singapore) Pte. LTD. 0.13% New 23,436 $1.7M
Squarepoint Ops LLC 0.00% New 23,031 $1.7M
Choreo, LLC 0.02% Add +11.5% 22,928 $1.7M
Twin Tree Management, LP 0.35% New 22,757 $1.7M
Jackson Hole Capital Partners, LLC 0.27% No change 22,046 $1.6M
Gryphon Financial Partners LLC 0.17% Add +24.5% 21,909 $1.6M
Arkadios Wealth Advisors 0.03% Reduce -0.1% 21,795 $1.6M
Vestmark Advisory Solutions, Inc. 0.02% New 21,055 $1.5M
Greenleaf Trust 0.01% Add +1.3% 20,710 $1.5M
Captrust Financial Advisors 0.00% Add +11.1% 20,439 $1.5M
Highland Capital Management, LLC 0.08% Reduce -0.3% 20,113 $1.5M
Connective Portfolio Management, LLC 3.94% New 20,000 $1.5M
VPR Management LLC 0.58% No change 20,000 $1.5M
Rhumbline Advisers 0.00% Reduce -5.6% 19,985 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.2% 19,741 $1.4M
Novem Group 0.16% Add +2.7% 19,009 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +50.3% 18,253 $1.3M
Savant Capital, LLC 0.01% Add +21.3% 18,233 $1.3M
MAI Capital Management 0.01% Add +18.6% 17,918 $1.3M
Jeppson Wealth Management, LLC 0.40% Add +8.3% 17,741 $1.3M
Harbour Capital Advisors, LLC 0.24% Add +2.1% 15,885 $1.3M
Raelipskie Partnership 0.54% No change 17,527 $1.3M
DF Dent & Co. Inc. 0.02% New 17,511 $1.3M
Cadence Wealth Management LLC 0.53% Add +7.6% 17,389 $1.3M
Moody National Bank Trust Division 0.12% Reduce -5.9% 17,333 $1.3M
Brown Advisory Inc. 0.00% Reduce -1.1% 17,293 $1.3M
M&T Bank Corp 0.00% Reduce -12.3% 17,152 $1.2M
Profund Advisors LLC 0.05% Add +5.6% 17,104 $1.2M
Abel Hall, LLC 0.26% Add +11.9% 17,037 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -2.7% 16,862 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +3.3% 16,631 $1.2M
Fiduciary Trust Co 0.01% Add +5.8% 16,465 $1.2M
Versant Capital Management, Inc 0.12% Add +18.1% 16,463 $1.2M
Parallel Advisors, LLC 0.02% Add +35.2% 16,282 $1.2M
Smartleaf Asset Management LLC 0.04% Add +13.6% 17,047 $1.2M
Prospera Financial Services Inc 0.02% Add +0.4% 16,174 $1.2M
Montgomery Investment Management Inc. 0.40% No change 16,150 $1.2M
Sit Investment Associates Inc. 0.02% No change 16,050 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -1.8% 15,962 $1.2M
Sagespring Wealth Partners, LLC 0.02% Add +7.9% 15,953 $1.2M
Independent Advisor Alliance 0.01% Reduce -10.1% 15,699 $1.1M
Chesapeake Capital Corp. 0.82% Add +6.8% 15,633 $1.1M
Persium Advisors, LLC 0.89% Add +1.3% 15,489 $1.1M
Truist Financial Corp. 0.00% Add +1.9% 15,470 $1.1M
Sprott Inc. 0.03% Add +6.1% 15,407 $1.1M
Jump Financial, LLC 0.02% New 15,295 $1.1M
Gleason Group, Inc. 0.11% Add +2.1% 15,056 $1.1M
MQS Management LLC 0.73% Reduce -43.9% 14,771 $1.1M
Northwest Bancshares, Inc. 0.21% Reduce -1.6% 14,682 $1.1M
Qtron Investments LLC 0.14% Add +0.1% 14,667 $1.1M
Beck Bode, LLC 0.18% New 14,660 $1.1M
Guggenheim Capital LLC 0.01% Reduce -5.2% 14,608 $1.1M
Ballentine Partners, LLC 0.01% Add +11.2% 14,578 $1.1M
Fairfield, Bush & Co. 0.59% Reduce -2.5% 14,514 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +15.8% 14,465 $1.1M
Quinn Opportunity Partners LLC 0.05% No change 14,300 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +92.0% 14,262 $1.0M
Rossmore Private Capital 0.09% Reduce -3.2% 14,230 $1.0M
Deutsche Bank AG 0.00% Reduce -97.1% 14,207 $1.0M
Founders Financial Securities LLC 0.06% Add +3.2% 13,375 $1.0M
Dynasty Wealth Management, LLC 0.01% Reduce -1.5% 14,199 $1.0M
Argent Trust Co 0.04% No change 14,177 $1.0M
Berkeley Capital Partners, LLC 0.24% Reduce -0.9% 14,116 $1.0M
Brevan Howard Capital Management LP 0.01% New 14,468 $1.0M
Kathmere Capital Management, LLC 0.06% Add +20.6% 14,090 $1.0M
Ethic Inc. 0.02% Add +16.4% 13,870 $1.0M
Merit Financial Group, LLC 0.01% Add +3.7% 13,764 $1.0M
Kingsview Wealth Management, LLC 0.01% Add +12.0% 13,713 $997K
WealthTrust Axiom LLC 0.24% No change 13,678 $995K
Alpine Woods Capital Investors, LLC 0.24% New 13,473 $980K
Marshall Financial Group, LLC 0.15% Add +0.1% 13,231 $962K
Banco BTG Pactual S.A. 0.19% New 13,200 $960K
Aptus Capital Advisors, LLC 0.01% Add +3.9% 13,180 $959K
Jackson Square Capital, LLC 0.20% Add +132.7% 13,124 $955K
Bailard, Inc. 0.02% Add +5.8% 13,110 $954K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -96.0% 13,043 $949K
Hartford Funds Management Co LLC 0.08% Add +2.1% 13,003 $946K
Manske Wealth Management 0.26% Reduce -3.3% 12,943 $941K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -14.7% 12,800 $931K
Cwm, LLC 0.00% Add +93.7% 12,746 $927K
Principal Securities, Inc. 0.01% Reduce -10.2% 12,739 $927K
Louisbourg Investments Inc. 0.17% Add +14.4% 12,680 $922K
Private Advisor Group, LLC 0.00% Reduce -29.6% 12,638 $919K
Burford Brothers, Inc. 0.38% Add +4.6% 12,628 $919K
Independent Financial Group, LLC 0.02% New 12,467 $907K
Glenmede Trust Co. NA 0.00% Add +36.9% 12,351 $898K
Myriad Asset Management US LP 1.34% New 12,243 $891K
Steward Partners Investment Advisory, LLC 0.00% Add +54.3% 12,130 $882K
Bedell Frazier Investment Counselling, LLC 0.18% Reduce -2.3% 12,091 $880K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -5.9% 12,087 $879K
Silvercrest Asset Management Group LLC 0.01% New 12,065 $878K
Saturna Capital Corp. 0.01% No change 12,025 $875K
Nicholas Hoffman & Company, LLC. 0.02% Add +3.9% 12,006 $873K
Albert D Mason Inc. 0.56% Reduce -1.1% 11,942 $869K
Sandler Capital Management 0.58% Reduce -74.7% 11,810 $859K
Mutual Advisors, LLC 0.02% Add +59.8% 11,547 $840K
IKE Capital, LLC 0.47% New 11,539 $839K
CoreCommodity Management, LLC 0.16% Add +30.5% 11,522 $838K
Sage Rhino Capital LLC 0.16% Add +0.1% 11,432 $832K
Invesco Ltd. 0.00% Add +0.9% 11,383 $828K
Venturi Wealth Management, LLC 0.04% Add +49.8% 11,184 $814K
Mesirow Financial Investment Management, Inc. 0.01% Add +9.3% 11,094 $807K
Atlas Capital Advisors Inc. 0.09% Add +6.2% 11,013 $801K
Parrish Capital LLC 0.71% Add +4.9% 10,960 $797K
Sigma Planning Corp 0.02% New 10,907 $793K
Empowered Funds, LLC 0.01% New 10,864 $790K
Susquehanna International Group, LLP 0.00% Reduce -75.6% 10,839 $788K
DRW Securities, LLC 0.04% Add +78.1% 10,828 $788K
PCM Encore, LLC 0.16% Add +12.4% 10,534 $766K
Inspire Advisors, LLC 0.06% Reduce -6.9% 10,520 $765K
Credit Agricole S A 0.00% New 10,465 $761K
Plan A Wealth LLC 0.36% Add +2.7% 10,329 $751K
Gallacher Capital Management LLC 0.29% Add +3.0% 10,261 $746K
SevenBridge Financial Group, LLC 0.12% Reduce -1.4% 9,264 $746K
Blue Trust, Inc. 0.01% Reduce -12.3% 10,102 $735K
Cordatus Wealth Management LLC 0.17% Add +0.4% 10,071 $733K
Mosaic Financial Group, LLC 0.52% No change 10,000 $727K
Mission Wealth Management, LP 0.02% Reduce -2.2% 9,938 $723K
Norway Savings Bank 0.34% Reduce -4.8% 9,937 $723K
State Street Corp. 0.00% No change 9,884 $719K
True Vision MN LLC 0.37% New 9,811 $714K
Ridgewood Investments LLC 0.29% — 9,780 $711K
Range Financial Group LLC 0.24% Add +0.5% 9,757 $710K
JMN Financial LLC 0.69% Add +17.1% 9,664 $703K
Assetmark, Inc. 0.00% Add +262.9% 9,645 $702K
American Trust Investment Advisors, LLC 0.39% Add +58.8% 9,642 $701K
Voleon Capital Management LP 0.02% New 9,597 $698K
Centiva Capital, LP 0.03% Reduce -83.3% 9,398 $684K
PDS Planning, Inc 0.04% Reduce -2.1% 9,277 $675K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 9,420 $670K
RNC Capital Management LLC 0.03% Reduce -1.3% 9,212 $670K
Axq Capital, LP 0.09% New 9,179 $668K
Invictus Private Wealth, LLC 0.04% Reduce -1.7% 9,168 $667K
Pinnacle West Asset Management, Inc. 0.45% Reduce -2.9% 9,100 $662K
Fractal Investments LLC 0.08% No change 9,000 $655K
Eaton Financial Holdings Company, LLC 0.21% Add +2.1% 8,983 $653K
Aprio Wealth Management, LLC 0.04% Add +20.2% 8,972 $653K
AE Wealth Management LLC 0.00% Reduce -3.4% 8,912 $648K
Minot DeBlois Advisors LLC 0.59% Add +4.0% 8,886 $646K
Bollard Group LLC 0.02% Add +4.2% 8,676 $631K
Prime Capital Investment Advisors, LLC 0.01% Add +39.5% 8,591 $625K
EP Wealth Advisors, LLC 0.00% Add +5.6% 8,586 $625K
Marex Group Ltd 0.01% Reduce -14.2% 8,558 $623K
XML Financial, LLC 0.05% Reduce -1.8% 8,540 $621K
Blair William & Co. 0.00% Add +53.7% 8,421 $613K
Uncommon Cents Investing LLC 0.14% Add +12.7% 8,415 $612K
Chicago Partners Investment Group LLC 0.01% Add +1.6% 7,582 $611K
May Hill Capital, LLC 0.15% Add +16.9% 8,378 $609K
Schonfeld Strategic Advisors LLC 0.01% Reduce -84.0% 8,363 $608K
Pacifica Partners Inc. 0.20% New 8,358 $608K
Bridgewater Advisors Inc. 0.04% Add +8.0% 6,687 $607K
Legal Advantage Investments, Inc. 0.31% No change 8,307 $604K
GAMMA Investing LLC 0.03% Add +31.4% 8,289 $603K
Larry Mathis Financial Planning, LLC 0.54% Reduce -2.4% 8,247 $600K
Wedbush Securities Inc. 0.02% Add +1.2% 8,183 $595K
International Assets Investment Management, LLC 0.04% Reduce -5.3% 8,085 $595K
New York State Common Retirement Fund 0.00% No change 8,100 $589K
Alessandra Capital Management, LLC 0.50% Reduce -3.5% 8,082 $588K
HB Wealth Management, LLC 0.00% Add +29.6% 8,034 $584K
Providence First Trust Co 0.20% Add +41.4% 8,000 $582K
First Financial Corp. 0.23% Reduce -12.2% 7,894 $574K
Intrust Bank NA 0.05% Add +8.6% 7,855 $571K
Lido Advisors, LLC 0.00% Add +12.2% 7,838 $570K
Sivia Capital Partners, LLC 0.11% Reduce -25.1% 7,820 $569K
Coldstream Capital Management Inc. 0.01% Add +12.9% 7,773 $565K
VestGen Advisors, LLC 0.02% New 6,321 $558K
Breakwater Capital Group 0.07% Reduce -0.7% 7,639 $556K
Snowden Capital Advisors LLC 0.01% Reduce -1.8% 7,612 $554K
Radnor Capital Management, LLC 0.08% No change 7,600 $553K
OpenArc Corporate Advisory, LLC 0.01% Add +39.5% 7,499 $545K
Harmony Asset Management LLC 0.17% Add +33.7% 7,466 $543K
Allworth Financial LP 0.00% Add +28.2% 7,435 $541K
Gotham Asset Management 0.00% Reduce -0.5% 7,396 $538K
Benedict Financial Advisors Inc. 0.11% Add +1.0% 7,273 $529K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -0.4% 7,260 $528K
Choate Investment Advisors 0.01% Add +0.3% 7,246 $527K
IHT Wealth Management, LLC 0.01% Reduce -10.8% 7,145 $520K
Frec Markets, Inc. 0.09% Add +42.2% 7,124 $518K
West Family Investments, Inc. 0.18% Reduce -38.8% 7,074 $515K
Federation des caisses Desjardins du Quebec 0.00% Reduce -15.8% 6,961 $506K
Financial Management Professionals, Inc. 0.06% Add +8.1% 6,957 $506K
First National Bank of Hutchinson 0.32% New 6,833 $497K
Trust Point Inc. 0.04% Add +28.9% 6,796 $494K
Focused Alpha, LLC 0.15% Add +9.7% 6,745 $491K
Valeo Financial Advisors, LLC 0.01% Reduce -37.9% 6,733 $490K
Investment Research Partners LLC 0.20% Add +5.3% 6,704 $488K
Bank of Nova Scotia 0.00% New 6,690 $487K
Jain Global LLC 0.01% Reduce -71.2% 6,619 $481K
Insigneo Advisory Services, LLC 0.03% Add +49.4% 6,613 $481K
Garner Asset Management Corp 0.18% Add +0.2% 6,421 $467K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -2.7% 6,418 $467K
Anchyra Partners LLC 0.14% Add +17.3% 6,409 $466K
Schroder Investment Management Group 0.00% Reduce -62.0% 6,675 $461K
Shelton Capital Management 0.01% No change 6,300 $458K
Westover Capital Advisors, LLC 0.08% New 6,242 $454K
SeaCrest Wealth Management, LLC 0.05% Add +65.1% 6,221 $453K
HSBC Holdings PLC 0.00% Add +20.7% 6,175 $448K
Comprehensive Money Management Services LLC 0.29% Add +1.7% 6,036 $439K
Rathbones Group PLC 0.00% Add +30.3% 6,016 $438K
Stamos Capital Partners, L.P. 0.07% Reduce -38.8% 6,011 $437K
Hexagon Capital Partners LLC 0.06% New 5,969 $434K
Wedmont Private Capital 0.01% Reduce -26.8% 5,603 $431K
Redwood Wealth Management Group, LLC 0.19% Add +1.0% 5,886 $428K
Advisory Services Network, LLC 0.01% Add +38.3% 5,874 $427K
Avidian Wealth Enterprises, LLC 0.01% Reduce -22.1% 5,866 $427K
Pure Financial Advisors, LLC 0.01% Add +16.0% 5,855 $426K
Veracity Capital LLC 0.15% New 5,840 $425K
Carnegie Lake Advisors LLC 0.17% No change 5,800 $422K
Sowell Financial Services LLC 0.02% Reduce -15.9% 5,770 $420K
Brighton Jones LLC 0.01% New 5,725 $416K
Denali Advisors LLC 0.05% Add +0.1% 5,667 $412K
CenterStar Asset Management, LLC 0.39% New 5,632 $409K
Catalyst Investment Management LLC 0.45% New 5,051 $406K
LVW Advisors, LLC 0.04% New 5,478 $398K
EverSource Wealth Advisors, LLC 0.01% Add +60.6% 5,386 $392K
Naples Global Advisors, LLC 0.03% Add +2.2% 5,358 $390K
Williams Jones Wealth Management, LLC. 0.00% Add +5.5% 5,346 $389K
Johnson Investment Counsel Inc. 0.00% Reduce -33.5% 5,325 $387K
Parkside Financial Bank & Trust 0.03% Reduce -3.7% 5,324 $387K
Agf Management Ltd. 0.00% Add +1.9% 5,300 $386K
Avior Wealth Management, LLC 0.01% Add +10.6% 5,230 $380K
Fox Run Management, L.L.C. 0.07% Reduce -18.4% 5,500 $380K
Concurrent Investment Advisors, LLC 0.00% New 5,190 $377K
Retirement Planning Co of New England, Inc. 0.15% Add +1.6% 5,163 $376K
Ascent Group, LLC 0.01% Add +11.1% 5,138 $374K
Traveka Wealth, LLC 0.14% Add +4.1% 5,078 $369K
Old National Bancorp 0.01% Reduce -0.7% 5,059 $368K
Successful Portfolios LLC 0.20% Reduce -15.9% 5,146 $367K
Cromwell Holdings LLC 0.21% No change 5,015 $365K
Timber Creek Capital Management LLC 0.09% No change 5,000 $364K
Viking Fund Management LLC 0.04% No change 5,000 $364K
Trek Financial, LLC 0.02% Add +18.5% 4,991 $363K
AMG National Trust Bank 0.01% Reduce -7.1% 4,911 $357K
Knights of Columbus Asset Advisors LLC 0.02% No change 4,808 $350K
Wright Wealth LLC 0.23% Add +2.1% 4,757 $346K
Nano Cap New Millennium Growth Fund L P 0.32% Reduce -55.8% 4,750 $346K
Williams & Novak, LLC 0.26% New 4,689 $345K
Inspire Investing, LLC 0.02% Reduce -5.0% 4,736 $345K
Wesbanco Bank Inc. 0.01% Reduce -1.4% 4,725 $344K
Centurion Wealth Management LLC 0.08% No change 4,700 $342K
Flow Traders U.S. LLC 0.01% Reduce -88.5% 4,659 $339K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.0% 4,652 $338K
Cresset Asset Management, LLC 0.00% New 4,648 $338K
Basecamp Wealth Advisors LLC 0.07% No change 4,629 $337K
Evolve Private Wealth, LLC 0.02% New 4,587 $334K
Aspen Wealth Strategies, LLC 0.18% Add +9.1% 4,582 $333K
55 North Private Wealth, LLC 0.09% Add +25.6% 4,580 $333K
Great Valley Advisor Group, Inc. 0.01% Add +21.8% 4,557 $332K
TLS Advisors LLC 0.77% No change 4,460 $324K
Rwa Wealth Partners, LLC 0.00% No change 4,350 $316K
Riversedge Advisors, LLC 0.05% Add +15.3% 4,347 $316K
Avestar Capital, LLC 0.02% New 4,328 $315K
Kelleher Financial Advisors 0.08% No change 6,542 $315K
Farringdon Capital, Ltd. 0.07% Reduce -65.6% 4,271 $311K
Essex Financial Services, Inc. 0.02% Reduce -13.1% 4,253 $309K
Douglass Winthrop Advisors, LLC 0.01% New 4,250 $309K
VectorGlobal IAG, Inc. 0.08% — 4,241 $308K
Roberts Glore & Co. Inc. 0.08% Reduce -0.8% 4,230 $308K
New Republic Capital, LLC 0.10% Reduce -44.7% 4,178 $304K
Knollwood Investment Advisory, LLC 0.03% No change 4,150 $302K
Pinnacle Financial Partners, Inc. 0.00% Reduce -16.4% 4,140 $301K
Sandy Cove Advisors, LLC 0.09% New 4,082 $297K
Godshalk Welsh Capital Management, Inc. 0.17% No change 4,050 $295K
Corps Capital Advisors, LLC 0.25% No change 4,000 $291K
PFG Investments, LLC 0.01% Reduce -22.6% 3,982 $290K
HUB Investment Partners, LLC 0.01% Reduce -20.9% 3,947 $287K
Thrivent Financial for Lutherans 0.00% Add +1.9% 3,863 $281K
Exencial Wealth Advisors, LLC 0.01% Add +12.2% 3,835 $279K
Walser Wealth Management Company, A Ltd Liability Co 0.12% Add +6.1% 3,813 $277K
Fifth Third Bancorp 0.00% Add +88.9% 3,803 $277K
Crestwood Advisors Group, LLC 0.00% New 3,785 $275K
AlTi Global, Inc. 0.01% Reduce -4.8% 3,783 $275K
Cullen/Frost Bankers, Inc. 0.00% Reduce -6.0% 3,713 $270K
Bessemer Group Inc. 0.00% Reduce -45.6% 3,726 $270K
Evoke Wealth, LLC 0.01% New 3,708 $270K
Cherokee Insurance Co 0.10% Reduce -21.3% 3,700 $269K
Wealthcare Capital Partners, LLC 0.13% Add +1.4% 3,685 $268K
Commerce Bank 0.00% New 3,685 $268K
Affinity Capital Advisors, LLC 0.04% New 3,670 $267K
Aviance Capital Partners, LLC 0.03% Reduce -8.4% 3,656 $266K
Abundance Wealth Counselors 0.04% New 3,644 $265K
J.W. Cole Advisors, Inc. 0.01% New 3,633 $264K
Welch & Forbes LLC 0.00% No change 3,619 $263K
Adell Harriman & Carpenter Inc. 0.02% Reduce -1.5% 3,614 $263K
CVA Family Office, LLC 0.03% No change 3,600 $262K
Larson Financial Group LLC 0.01% Add +84.4% 3,599 $262K
Fortis Capital Advisors, LLC 0.03% Add +5.5% 3,580 $260K
Belpointe Asset Management LLC 0.01% Add +5.5% 3,580 $260K
Freestone Capital Holdings, LLC 0.01% Reduce -0.8% 3,530 $257K
Keebeck Wealth Management 0.03% New 3,507 $255K
Resonant Capital Advisors, LLC 0.01% New 3,504 $255K
Fortress Private Ledger, LLC 0.08% New 3,484 $253K
Uhlmann Price Securities, LLC 0.02% Reduce -0.7% 3,482 $253K
Integral Investment Advisors, Inc. 0.06% Reduce -16.8% 3,477 $253K
Corecam Pte. Ltd. 0.11% New 3,470 $252K
Torrey Growth & Income Advisors 0.11% No change 3,530 $252K
Adkins Seale Capital Management LLC 0.25% Reduce -5.5% 3,438 $250K
Mather Group, Llc. 0.00% Add +0.8% 3,423 $249K
Cohen Capital Management, Inc. 0.04% No change 3,419 $249K
Cary Street Partners Investment Advisory LLC 0.06% Add +5.3% 3,385 $246K
BXM Wealth LLC 0.19% No change 3,375 $245K
Xxi Wealth, LLC 0.14% New 3,370 $245K
SmartHarvest Portfolios, LLC 0.10% New 3,354 $244K
Pekin Hardy Strauss, Inc. 0.03% Reduce -1.9% 3,315 $241K
CENTRAL TRUST Co 0.00% Reduce -0.4% 3,308 $241K
Sapient Capital LLC 0.00% Reduce -9.0% 3,295 $240K
Gateway Wealth Partners, LLC 0.01% New 3,266 $238K
Florida Trust Wealth Management Co 0.01% New 3,254 $237K
Horizon Kinetics Asset Management LLC 0.00% New 3,231 $235K
Wexford Capital LP 0.04% New 3,213 $234K
Keudell/Morrison Wealth Management 0.05% New 3,200 $233K
Fortress Financial Solutions, LLC 0.24% New 3,161 $230K
Klingman & Associates, LLC 0.01% New 3,149 $229K
Leonteq Securities AG 0.01% Reduce -6.2% 3,138 $228K
Syverson Strege & Co 0.05% New 3,124 $227K
Jackson Thornton Wealth Management, LLC 0.02% New 2,948 $226K
Ewing Morris & Co. Investment Partners Ltd. 0.10% New 3,090 $225K
Walker Asset Management, LLC 0.12% New 3,085 $224K
Calamos Wealth Management LLC 0.01% New 3,078 $224K
Calamos Advisors LLC 0.00% New 3,078 $224K
Focus Partners Advisor Solutions, LLC 0.00% New 3,069 $223K
Legacy Edge Advisors, LLC 0.02% New 3,054 $222K
Elevation Point Wealth Partners, LLC 0.01% New 3,045 $221K
Bank of New Hampshire 0.05% No change 3,000 $218K
Greenwood Gearhart LLC 0.01% New 3,000 $218K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 3,000 $218K
Corient IA LP 0.20% New 2,980 $217K
Ramsay, Stattman, Vela & Price, Inc. 0.04% New 2,970 $216K
Cozad Asset Management Inc. 0.02% Reduce -10.8% 2,970 $216K
Anfield Capital Management, LLC 0.06% Add +52.9% 2,953 $215K
R Squared Ltd 0.12% Reduce -73.2% 2,932 $213K
Hardy Reed LLC 0.02% New 2,919 $212K
Citizens National Bank Trust Department 0.03% New 2,863 $208K
Harbour Investments, Inc. 0.00% Add +35.6% 2,838 $206K
Flatrock Wealth Partners LLC 0.09% New 2,818 $205K
Lighthouse Investment Partners, LLC 0.01% New 2,808 $204K
Smith Thornton Advisors LLC 0.10% New 2,800 $204K
HBK Sorce Advisory LLC 0.00% New 2,387 $202K
Earned Wealth Advisors, LLC 0.01% New 2,764 $201K
Baldwin Wealth Partners LLC 0.01% New 2,750 $200K
Rexford Capital Inc. 0.14% Add +4.8% 2,711 $197K
TD Private Client Wealth LLC 0.00% Add +1404.2% 2,527 $184K
LRI Investments, LLC 0.02% No change 2,522 $183K
Rosenberg Matthew Hamilton 0.04% No change 2,406 $175K
Owl Creek Wealth Partners LLC 0.06% — 2,350 $171K
First Horizon Corp. 0.01% Reduce -3.2% 2,219 $161K
NBT Bank, N.A. 0.01% Add +1.8% 2,212 $161K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.4% 2,000 $156K
Boit C F David 0.06% No change 2,000 $145K
Acropolis Investment Management, LLC 0.01% New 1,998 $145K
CoreCap Advisors, LLC 0.00% Add +51.1% 1,967 $143K
Manchester Capital Management LLC 0.02% Reduce -0.9% 1,845 $134K
Summit Securities Group LLC 0.06% Reduce -18.2% 1,800 $131K
Arax Advisory Partners 0.00% Reduce -57.0% 1,727 $126K
Delta Asset Management LLC 0.01% No change 1,733 $126K
Nisa Investment Advisors, LLC 0.00% Add +5.3% 1,715 $125K
Trust Co. of Toledo NA 0.01% No change 1,700 $124K
Vermillion Wealth Management, Inc. 0.04% Add +1.9% 1,487 $108K
Solstein Capital, LLC 0.04% No change 1,459 $106K
UMB Bank, n.a. 0.00% Reduce -2.0% 1,439 $105K
Montag A & Associates Inc. 0.00% No change 1,387 $101K
Rothschild Investment LLC 0.01% Add +42.2% 1,378 $100K
Twin Peaks Wealth Advisors, LLC 0.03% New 1,363 $99K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.5% 1,359 $99K
Axiom Investment Management LLC 0.07% — 1,317 $96K
Huntington National Bank 0.00% Add +10.4% 1,306 $95K
First PREMIER Bank 0.02% Reduce -1.5% 1,276 $93K
Natixis 0.00% No change 1,274 $93K
HHM Wealth Advisors, LLC 0.01% Add +23.0% 1,230 $89K
Bell Investment Advisors, Inc 0.01% Reduce -2.5% 1,182 $86K
Bruce G. Allen Investments, LLC 0.06% No change 1,175 $85K
Salomon & Ludwin, LLC 0.01% Reduce -0.2% 1,113 $82K
IFP Advisors, Inc 0.00% Reduce -7.4% 1,115 $81K
MTM Investment Management, LLC 0.03% No change 1,100 $80K
True Wealth Design, LLC 0.02% Add +36.3% 1,089 $79K
ROSS\JOHNSON & Associates LLC 1.40% No change 1,070 $78K
GoalVest Advisory LLC 0.01% No change 1,000 $73K
Hoey Investments, Inc. 0.01% No change 1,000 $73K
Spire Wealth Management 0.00% Reduce -36.9% 996 $72K
Root Financial Partners, LLC 0.00% Reduce -21.3% 978 $71K
Toronto Dominion Bank 0.00% No change 970 $71K
Private Trust Co. NA 0.01% Add +213.9% 945 $69K
Brown Brothers Harriman & Co. 0.00% No change 929 $68K
GHP Investment Advisors, Inc. 0.00% Add +2.7% 865 $63K
Ancora Advisors LLC 0.00% Add +7.9% 861 $63K
Grove Bank & Trust 0.01% No change 857 $62K
Geneos Wealth Management Inc. 0.00% Add +293.7% 815 $59K
JFS Wealth Advisors, LLC 0.00% No change 801 $58K
Cary Street Partners Financial LLC 0.00% Reduce -9.0% 778 $57K
Salem Investment Counselors Inc. 0.00% New 755 $55K
Addison Advisors LLC 0.01% No change 751 $55K
Cassaday & Co Wealth Management LLC 0.00% New 738 $54K
Sunbelt Securities, Inc. 0.00% Reduce -43.5% 725 $53K
SHP Wealth Management 0.00% Add +162.2% 700 $51K
Archer Investment Corp 0.01% No change 690 $50K
Chilton Capital Management LLC 0.00% No change 690 $50K
Pingora Partners LLC 0.03% No change 689 $50K
Hilltop National Bank 0.01% No change 675 $49K
Caldwell Trust Co 0.00% No change 660 $48K
Ascentis Independent Advisors 0.00% New 617 $45K
Chung Wu Investment Group, LLC 0.04% Add +123.9% 600 $44K
Dunhill Financial, LLC 0.01% Add +1.7% 595 $43K
GW&K Investment Management, LLC 0.00% Add +37.0% 577 $42K
Ares Financial Consulting, LLC 0.03% New 549 $40K
Frazier Financial Advisors, LLC 0.02% Add +5.0% 525 $38K
Clearstead Advisors, LLC 0.00% Add +30.7% 502 $37K
Berbice Capital Management LLC 0.02% No change 500 $36K
Center for Financial Planning, Inc. 0.00% No change 500 $36K
AdvisorNet Financial, Inc 0.00% Reduce -12.4% 500 $36K
Farmers & Merchants Investments Inc. 0.00% No change 500 $36K
Rossby Financial, LCC 0.01% Add +3.3% 473 $35K
Sound Income Strategies, LLC 0.00% Add +11.4% 470 $35K
Financial Consulate, Inc. 0.00% Add +142.7% 466 $34K
First Command Advisory Services, Inc. 0.00% New 453 $33K
Sawyer & Company, Inc 0.01% No change 450 $33K
Bangor Savings Bank 0.00% No change 447 $33K
Costello Asset Management, INC 0.01% Add +1.6% 445 $32K
Rakuten Securities, Inc. 0.01% Add +52.2% 443 $32K
Highline Wealth Partners LLC 0.01% Add +1.2% 436 $32K
Hilton Head Capital Partners, LLC 0.02% No change 427 $31K
Eastern Bank 0.00% No change 425 $31K
Whipplewood Advisors, LLC 0.02% Add +8320.0% 421 $31K
Bayban 0.03% No change 416 $30K
SJS Investment Consulting Inc. 0.00% Reduce -6.1% 414 $30K
Prosperity Bancshares Inc 0.02% New 402 $29K
Avalon Trust Co 0.00% No change 400 $29K
Valley National Advisers Inc. 0.00% No change 400 $29K
Lanark Financial, Inc. 0.00% Add +1.6% 393 $29K
Essential Partners LLC 0.01% No change 374 $27K
American National Bank & Trust 0.00% Reduce -0.3% 370 $27K
Financial Perspectives, Inc 0.01% No change 365 $27K
Vanguard National Trust Co 0.00% — 361 $26K
Ameriflex Group, Inc. 0.01% No change 359 $26K
Sterling Capital Management LLC 0.00% Reduce -0.6% 340 $25K
Robinswood Financial LLC 0.01% Add +1.8% 338 $25K
Cornerstone Planning Group LLC 0.00% Add +33.6% 310 $25K
Alerus Financial NA 0.00% Reduce -3.2% 333 $24K
Boreal Capital Management LLC 0.02% No change 330 $24K
Fairscale Capital, LLC 0.02% No change 322 $23K
Innovative Asset Advisors Group, LLC 0.01% — 315 $23K
Destiny Wealth Partners, LLC 0.00% New 313 $23K
Pinnacle Bancorp, Inc. 0.01% No change 300 $22K
N.E.W. Advisory Services LLC 0.00% New 300 $22K
Boyd Watterson Asset Management LLC 0.01% No change 297 $22K
Lodestone Wealth Management LLC 0.01% Add +2536.4% 290 $21K
Breakwater Investment Management 0.01% Add +78.1% 285 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 278 $20K
Atlantic Union Bankshares Corp 0.00% New 275 $20K
Centerpoint Advisors, LLC 0.01% No change 275 $20K
WealthCollab, LLC 0.01% Add +115.9% 272 $20K
Retirement Wealth Solutions LLC 0.01% Add +47.3% 268 $19K
Physician Wealth Advisors, Inc. 0.00% Add +7.0% 259 $19K
Creative Financial Designs Inc. 0.00% Add +56.1% 256 $19K
Asset Dedication, LLC 0.00% Reduce -43.6% 254 $18K
Coston, McIsaac & Partners 0.00% No change 234 $17K
Strengthening Families & Communities, LLC 0.00% Add +2.2% 231 $17K
SOA Wealth Advisors, LLC. 0.00% No change 225 $16K
Basepoint Wealth LLC 0.01% Reduce -29.2% 211 $15K
Principia Wealth Advisory, LLC 0.01% Add +33.1% 209 $15K
JPL Wealth Management, LLC 0.00% New 208 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 208 $15K
Wealth Preservation Advisors, LLC 0.01% No change 200 $15K
Motco 0.00% No change 200 $15K
Westside Investment Management, Inc. 0.00% No change 197 $14K
Maseco LLP 0.00% New 193 $14K
Hazlett, Burt & Watson, Inc. 0.00% Add +1.5% 201 $14K
Beutel, Goodman & Co Ltd. 0.00% Reduce -33.3% 200 $14K
Triumph Capital Management 0.00% Add +92.0% 192 $14K
Southern Michigan Bank & Trust 0.01% — 185 $13K
Zions Bancorporation, National Association 0.00% Reduce -14.8% 172 $13K
Signature Equity Partners, LLC 0.01% Add +1.8% 168 $12K
Main Street Group, LTD 0.00% New 164 $12K
Armstrong Advisory Group, Inc. 0.00% No change 160 $12K
North Star Investment Management Corp. 0.00% No change 159 $12K
Evelyn Partners Investment Management Services Ltd 0.00% No change 155 $11K
Community Bank, N.A. 0.00% No change 150 $11K
Raffa Wealth Management, LLC 0.00% No change 144 $10K
Golden State Wealth Management, LLC 0.00% Add +0.7% 143 $10K
Towne Trust Company, N.A 0.00% No change 143 $10K
American Capital Advisory, LLC 0.00% Add +291.7% 141 $10K
NFSG Corp 0.00% Reduce -16.7% 140 $10K
Key Financial Inc 0.00% Add +282.9% 134 $10K
Arlington Trust Co LLC 0.00% New 125 $9K
Greykasell Wealth Strategies, Inc. 0.00% No change 120 $9K
MV Capital Management, Inc. 0.00% Add +325.0% 119 $9K
Prestige Wealth Management Group LLC 0.00% Add +16.0% 116 $8K
Cornerstone Financial Management LLC 0.01% Add +31.4% 113 $8K
Intentional Wealth Strategies, LLC 0.01% — 111 $8K
Abound Wealth Management 0.00% Reduce -29.4% 108 $8K
Stone House Investment Management, LLC 0.00% No change 106 $8K
Acumen Wealth Advisors, LLC 0.00% Add +40.0% 105 $8K
Signature Resources Capital Management, LLC 0.00% No change 102 $7K
Olistico Wealth, LLC 0.00% No change 100 $7K
DecisionPoint Financial, LLC 0.00% No change 100 $7K
Lloyd Advisory Services, LLC. 0.00% New 97 $7K
Kingdom Financial Group LLC. 0.00% New 97 $7K
Birchbrook, Inc. 0.00% No change 93 $7K
Rialto Wealth Management, LLC 0.00% No change 91 $7K
IMA Advisory Services, Inc. 0.00% Reduce -5.3% 90 $7K
Bare Financial Services, Inc 0.00% New 88 $6K
Avion Wealth 0.00% No change 89 $6K
Burk Holdings LLC 0.00% New 82 $6K
Wellington-Altus USA Inc. 0.00% No change 71 $6K
Murphy & Mullick Capital Management Corp 0.00% Reduce -1.4% 71 $5K
2UniFi Bank 0.00% No change 70 $5K
Kozak & Associates, Inc. 0.00% No change 65 $5K
City Holding Co. 0.00% No change 67 $5K
Nemes Rush Group LLC 0.00% Add +544.4% 58 $4K
Glen Eagle Advisors, LLC 0.00% Add +1.8% 58 $4K
Harbor Investment Advisory, LLC 0.00% No change 52 $4K
Oakworth Capital, Inc. 0.00% No change 52 $4K
Western Pacific Wealth Management, LP 0.00% Add +2.0% 52 $4K
Westfuller Advisors, LLC 0.00% Add +2.0% 50 $4K
Transamerica Financial Advisors, LLC 0.00% Reduce -83.9% 44 $3K
Smithfield Trust Co 0.00% No change 40 $3K
Brown, Lisle/Cummings, Inc. 0.00% Add +122.2% 40 $3K
IMG Wealth Management, Inc. 0.00% No change 39 $3K
Elevated Capital Advisors, LLC 0.00% No change 39 $3K
Dogwood Wealth Management LLC 0.00% New 37 $3K
Meramec Financial Planners, LLC 0.00% No change 32 $3K
Capital Analysts, LLC 0.00% No change 24 $2K
Financial Network Wealth Advisors LLC 0.00% New 27 $2K
SWAN Capital LLC 0.00% No change 27 $2K
Hamrick Investment Counsel, llc 0.00% New 25 $2K
City State Bank 0.00% No change 25 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -42.9% 24 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.7% 21 $2K
McGuire Capital Advisors Inc. 0.00% No change 20 $1K
Bogart Wealth, LLC 0.00% No change 18 $1K
Trust Co 0.00% No change 12 $873
Plante Moran Financial Advisors, LLC 0.00% Reduce -78.0% 11 $800
PlanVest Financial, Inc 0.00% — 10 $767
Kilter Group LLC 0.00% Reduce -65.4% 9 $655
WPG Advisers, LLC 0.00% No change 8 $582
Nvest Wealth Strategies, Inc. 0.00% New 7 $510
Beaird Harris Wealth Management, LLC 0.00% No change 6 $428
Pin Oak Investment Advisors Inc. 0.00% No change 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.