Badger MeterBMI
13F holders, Q2 2025 (June 30)535holders +39
82new positions
45sold out
9famous investors
$244.74avg. 13F price*
At the end of Q2 2025, 535 institutions reported holding Badger Meter Inc. (BMI) in their 13F filings, up 39 from Q1 2025. 82 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($934.5M) and State Street Corp. ($358.3M). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Badger Meter Inc.
- CUSIP
- 056525108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $194.3M |
| Exits | 45 | $61.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,259,307 shares bought and 1,988,789 shares sold, net +270,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| BlackRock, Inc. | 0.02% | Reduce -1.1% | 5,235,888 | $1.3B |
| Vanguard Group Inc. | 0.02% | Add +0.5% | 3,814,919 | $934.5M |
| State Street Corp. | 0.01% | Add +1.4% | 1,462,807 | $358.3M |
| Geode Capital Management, LLC | 0.02% | Add +2.3% | 876,519 | $215.5M |
| Invesco Ltd. | 0.03% | Add +27.1% | 802,166 | $196.5M |
| Morgan Stanley | 0.01% | Add +3.6% | 755,425 | $185.0M |
| Westfield Capital Management Co. LP | 0.63% | Add +78.1% | 612,809 | $150.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -8.2% | 475,166 | $116.4M |
| Congress Asset Management Co. | 0.68% | Add +2.1% | 407,059 | $99.7M |
| Neuberger Berman Group LLC | 0.07% | Reduce -3.1% | 370,527 | $90.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.5% | 349,958 | $85.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.8% | 348,038 | $85.3M |
| Bank of America Corp. | 0.01% | Add +108.2% | 342,099 | $83.8M |
| Norges Bank | 0.01% | Add +2.3% | 341,082 | $83.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 328,477 | $80.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.0% | 327,601 | $80.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.17% | Reduce -0.7% | 289,565 | $70.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.1% | 285,465 | $69.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.4% | 258,815 | $63.4M |
| Pictet Asset Management Holding SA | 0.06% | Add +4.1% | 254,446 | $62.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Reduce -1.6% | 246,421 | $60.4M |
| Boston Trust Walden Corp | 0.40% | Reduce -2.3% | 229,741 | $56.3M |
| Bowen Hanes & Co. Inc. | 1.41% | Add +1.5% | 227,390 | $55.7M |
| Ameriprise Financial Inc. | 0.01% | Add +2.8% | 200,730 | $49.2M |
| First Trust Advisors LP | 0.04% | Reduce -4.2% | 199,300 | $48.8M |
| Amundi | 0.02% | Add +4.4% | 201,338 | $48.4M |
| D. E. Shaw & Co. | 0.05% | Add +81.7% | 195,307 | $47.8M |
| UBS Group AG | 0.01% | Add +24.1% | 192,942 | $47.3M |
| Royal Bank of Canada | 0.01% | Add +18.3% | 180,644 | $44.2M |
| Belpointe Asset Management LLC | 1.83% | Add +0.0% | 179,017 | $43.9M |
| Lord, Abbett & Co. LLC | 0.15% | New | 178,301 | $43.7M |
| Renaissance Technologies | 0.05% | Reduce -9.3% | 166,800 | $40.9M |
| Brown Capital Management LLC | 1.17% | Add +15.8% | 163,678 | $40.1M |
| Principal Financial Group Inc. | 0.02% | Add +2.4% | 158,762 | $38.9M |
| FMR LLC | 0.00% | Reduce -0.4% | 157,729 | $38.6M |
| Legal & General Group Plc | 0.01% | Add +7.2% | 154,694 | $37.9M |
| DekaBank Deutsche Girozentrale | 0.06% | No change | 137,060 | $34.3M |
| Allianz Asset Management GmbH | 0.05% | Reduce -33.1% | 137,690 | $33.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -55.0% | 137,259 | $33.6M |
| Qube Research & Technologies Ltd | 0.05% | Add +1.7% | 135,195 | $33.1M |
| Rhumbline Advisers | 0.03% | Add +2.4% | 135,070 | $33.1M |
| Nuveen, LLC | 0.01% | Reduce -43.4% | 133,093 | $32.6M |
| Aberdeen Group plc | 0.05% | New | 113,478 | $27.9M |
| Mairs & Power Inc. | 0.27% | Reduce -3.9% | 111,377 | $27.3M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -5.0% | 110,302 | $27.0M |
| Comerica Bank | 0.10% | Add +20.4% | 105,381 | $25.8M |
| Gabelli Funds LLC | 0.18% | Reduce -1.4% | 102,400 | $25.1M |
| Storebrand Asset Management As | 0.07% | Add +7.1% | 101,911 | $25.0M |
| Squarepoint Ops LLC | 0.05% | Reduce -52.6% | 101,231 | $24.8M |
| Public Sector Pension Investment Board | 0.11% | Add +7.7% | 100,435 | $24.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -32.6% | 100,300 | $24.6M |
| Agf Management Ltd. | 0.11% | Add +80.1% | 97,363 | $23.8M |
| GAMCO Investors | 0.23% | Reduce -0.4% | 93,825 | $23.0M |
| GMO | 0.07% | New | 91,969 | $22.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.6% | 89,641 | $22.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +5.9% | 88,261 | $21.6M |
| Rodgers Brothers Inc. | 2.68% | Reduce -1.0% | 86,861 | $21.3M |
| EULAV Asset Management | 0.49% | Add +3.7% | 84,700 | $20.7M |
| Barclays PLC | 0.01% | Add +35.7% | 83,529 | $20.5M |
| Ofi Invest Asset Management | 0.49% | New | 95,033 | $19.8M |
| New York State Common Retirement Fund | 0.03% | Add +13.3% | 76,581 | $18.8M |
| Man Group plc | 0.04% | Add +3.1% | 70,525 | $17.3M |
| Bessemer Group Inc. | 0.03% | Add +90115.4% | 70,368 | $17.2M |
| Tidal Investments LLC | 0.11% | Reduce -9.9% | 70,289 | $17.2M |
| CW Advisors, LLC | 0.16% | Reduce -0.3% | 66,221 | $16.2M |
| Triodos Investment Management BV | 1.20% | No change | 65,000 | $15.9M |
| Tudor Investment Corporation | 0.12% | Add +19.4% | 64,036 | $15.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 62,809 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.1% | 62,101 | $15.2M |
| Deutsche Bank AG | 0.01% | Reduce -23.4% | 62,036 | $15.2M |
| Oberweis Asset Management Inc./ | 0.64% | New | 59,910 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 58,972 | $14.4M |
| Jane Street Group, LLC | 0.02% | Reduce -56.5% | 58,618 | $14.4M |
| Voloridge Investment Management, LLC | 0.05% | Add +32.0% | 58,170 | $14.2M |
| ProShare Advisors LLC | 0.03% | Reduce -18.8% | 57,828 | $14.2M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 56,200 | $13.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -0.5% | 53,603 | $13.1M |
| Duff & Phelps Investment Management Co. | 0.15% | No change | 53,563 | $13.1M |
| Capital World Investors | 0.00% | New | 53,299 | $13.1M |
| Perpetual Ltd | 0.15% | Reduce -11.3% | 52,426 | $12.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -21.5% | 51,258 | $12.6M |
| Jump Financial, LLC | 0.16% | Add +34.7% | 50,410 | $12.3M |
| California Public Employees Retirement System | 0.01% | Add +11.2% | 50,225 | $12.3M |
| Waverly Advisors, LLC | 0.13% | Reduce -4.1% | 49,886 | $12.2M |
| Swiss Life Asset Management Ltd | 0.07% | Add +3.7% | 49,392 | $12.1M |
| Select Equity Group, L.P. | 0.05% | Add +30.9% | 49,124 | $12.0M |
| UniSuper Management Pty Ltd | 0.08% | Add +67.1% | 48,627 | $11.9M |
| Mirova | 1.67% | Add +92.6% | 48,417 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +148.3% | 48,190 | $11.8M |
| Danske Bank A/S | 0.03% | Add +396.1% | 48,057 | $11.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -18.9% | 47,307 | $11.6M |
| Alps Advisors Inc. | 0.06% | Add +3.6% | 44,408 | $10.9M |
| Curi Capital, LLC | 0.20% | Reduce -8.6% | 43,303 | $10.6M |
| Edgestream Partners, L.P. | 0.29% | Add +18.3% | 42,072 | $10.3M |
| LPL Financial LLC | 0.00% | Add +13.0% | 41,483 | $10.2M |
| OP Asset Management Ltd | 0.15% | Add +7.0% | 41,467 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Add +3.4% | 39,146 | $9.6M |
| Cerity Partners LLC | 0.02% | Reduce -10.2% | 37,945 | $9.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.9% | 36,771 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Add +1.1% | 36,617 | $9.0M |
| Candriam S.C.A. | 0.05% | Reduce -0.7% | 35,964 | $8.8M |
| Axiom Investors LLC | 0.07% | Reduce -16.0% | 35,912 | $8.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.6% | 35,127 | $8.6M |
| Wilmington Savings Fund Society, FSB | 0.15% | Reduce -4.2% | 34,974 | $8.6M |
| Palisades Investment Partners, LLC | 3.61% | Reduce -2.7% | 33,669 | $8.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -11.6% | 32,089 | $7.9M |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 31,536 | $7.7M |
| Millennium Management | 0.01% | Reduce -75.7% | 31,331 | $7.7M |
| Prudential Financial Inc. | 0.01% | Add +0.5% | 34,231 | $7.4M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -0.4% | 30,175 | $7.4M |
| Intech Investment Management LLC | 0.07% | Reduce -12.1% | 29,984 | $7.3M |
| Erste Asset Management GmbH | 0.06% | Reduce -2.8% | 29,735 | $7.3M |
| Rathbones Group PLC | 0.03% | No change | 28,539 | $7.0M |
| KLP Kapitalforvaltning As | 0.03% | Reduce -18.9% | 28,400 | $7.0M |
| Citigroup Inc. | 0.00% | Reduce -38.3% | 28,075 | $6.9M |
| Lombard Odier Asset Management (USA) Corp | 2.11% | Add +19.8% | 27,760 | $6.8M |
| US Bancorp \de | 0.01% | Add +0.5% | 27,559 | $6.8M |
| California State Teachers Retirement System | 0.01% | No change | 27,191 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.4% | 26,904 | $6.6M |
| Advisors Asset Management, Inc. | 0.12% | Reduce -3.4% | 26,723 | $6.5M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +0.6% | 26,185 | $6.4M |
| CI Investments Inc. | 0.02% | Reduce -16.8% | 25,397 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | Add +25.8% | 25,284 | $6.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -4.3% | 24,921 | $6.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.7% | 24,818 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +4.6% | 24,784 | $6.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -48.3% | 24,750 | $6.1M |
| Harbor Capital Advisors, Inc. | 0.25% | Add +307.5% | 24,364 | $6.0M |
| Bridge City Capital, LLC | 1.66% | Reduce -14.3% | 24,170 | $5.9M |
| Dorsey & Whitney Trust CO LLC | 0.31% | Reduce -6.5% | 24,126 | $5.9M |
| Informed Momentum Co LLC | 0.87% | New | 23,427 | $5.7M |
| Teacher Retirement System of Texas | 0.02% | Reduce -21.7% | 23,310 | $5.7M |
| Northstar Asset Management Inc. | 1.56% | Add +0.7% | 23,082 | $5.7M |
| Creative Planning | 0.00% | Add +28.0% | 22,847 | $5.6M |
| Lazard Asset Management LLC | 0.01% | Add +41.1% | 22,653 | $5.5M |
| Cardinal Capital Management | 0.80% | Reduce -0.4% | 22,204 | $5.4M |
| Campbell & CO Investment Adviser LLC | 0.34% | New | 22,117 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.3% | 21,657 | $5.3M |
| Sei Investments Co. | 0.01% | Add +9.3% | 20,494 | $5.0M |
| AQR Capital Management | 0.00% | Reduce -42.4% | 20,233 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +11.0% | 19,320 | $4.7M |
| HSBC Holdings PLC | 0.00% | Reduce -12.7% | 19,036 | $4.7M |
| Trillium Asset Management, LLC | 0.13% | Reduce -2.8% | 19,084 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 19,189 | $4.7M |
| Global IMC LLC | 1.19% | New | 18,745 | $4.6M |
| Voya Investment Management LLC | 0.01% | Add +1.0% | 17,994 | $4.4M |
| XXEC, Inc. | 3.49% | Reduce -4.0% | 17,748 | $4.3M |
| Montanaro Asset Management Ltd | 1.11% | Reduce -14.2% | 17,600 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | Add +7.7% | 17,544 | $4.3M |
| Zacks Investment Management | 0.04% | Reduce -2.2% | 17,259 | $4.2M |
| Old Second National Bank of Aurora | 0.90% | Reduce -1.6% | 16,749 | $4.1M |
| Donaldson Capital Management, LLC | 0.15% | Add +0.7% | 16,469 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.5% | 16,095 | $3.9M |
| AXA S.A. | 0.01% | Reduce -48.4% | 16,090 | $3.9M |
| Illinois Municipal Retirement Fund | 0.05% | Add +2.1% | 16,010 | $3.9M |
| Farrow Financial, Inc. | 2.36% | Reduce -16.0% | 15,850 | $3.9M |
| Monument Capital Management | 0.99% | Add +0.4% | 15,588 | $3.8M |
| KBC Group NV | 0.01% | Reduce -54.5% | 15,490 | $3.8M |
| Verition Fund Management LLC | 0.02% | Add +62.5% | 15,485 | $3.8M |
| Algert Global LLC | 0.08% | Reduce -74.0% | 15,233 | $3.7M |
| Summit Financial, LLC | 0.08% | Add +2.8% | 15,182 | $3.7M |
| Tower View Wealth Management LLC | 1.87% | Add +0.5% | 14,746 | $3.6M |
| Capital Fund Management S.A. | 0.04% | Reduce -42.2% | 14,561 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.9% | 14,499 | $3.6M |
| Aquatic Capital Management LLC | 0.07% | Add +267.3% | 14,400 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.2% | 14,281 | $3.5M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +30.9% | 13,904 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -0.7% | 13,800 | $3.4M |
| Marietta Investment Partners LLC | 0.74% | Add +2.6% | 13,785 | $3.4M |
| Castleark Management LLC | 0.10% | New | 13,490 | $3.3M |
| Vident Advisory, LLC | 0.04% | Reduce -48.0% | 13,124 | $3.2M |
| Cavalier Investments, LLC | 0.97% | Reduce -1.9% | 13,124 | $3.2M |
| Brevan Howard Capital Management LP | 0.04% | Add +40.8% | 13,075 | $3.2M |
| Linden Thomas Advisory Services, LLC | 0.35% | Reduce -1.0% | 12,875 | $3.2M |
| Annex Advisory Services, LLC | 0.08% | Reduce -0.4% | 12,838 | $3.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.27% | Reduce -8.4% | 12,503 | $3.1M |
| Bank of Montreal | 0.00% | Reduce -18.8% | 12,318 | $3.0M |
| Bridges Investment Management Inc. | 0.04% | Add +14.4% | 12,276 | $3.0M |
| Avior Wealth Management, LLC | 0.10% | Reduce -1.3% | 12,213 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Add +1.2% | 12,018 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.0% | 11,968 | $2.9M |
| Martingale Asset Management L P | 0.07% | Reduce -8.4% | 11,941 | $2.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +14.5% | 11,814 | $2.9M |
| New York State Teachers Retirement System | 0.01% | Add +0.9% | 11,734 | $2.9M |
| Argent Capital Management LLC | 0.08% | New | 11,370 | $2.8M |
| PDT Partners, LLC | 0.15% | No change | 11,036 | $2.7M |
| Carderock Capital Management Inc. | 0.68% | New | 10,790 | $2.6M |
| Wellington Management Group LLP | 0.00% | Reduce -29.1% | 10,755 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 10,448 | $2.6M |
| Oak Ridge Investments LLC | 0.18% | Reduce -3.8% | 10,209 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Add +0.9% | 9,834 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +9.4% | 9,678 | $2.4M |
| Engineers Gate Manager LP | 0.03% | Reduce -29.9% | 9,526 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 9,381 | $2.3M |
| Cim, LLC | 0.31% | Reduce -3.8% | 9,284 | $2.3M |
| Zions Bancorporation, National Association | 0.12% | Reduce -16.9% | 9,203 | $2.3M |
| Coldstream Capital Management Inc. | 0.04% | Add +2.1% | 9,011 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -12.5% | 8,748 | $2.1M |
| Empowered Funds, LLC | 0.02% | Add +272.9% | 8,740 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -6.6% | 8,693 | $2.1M |
| Maryland State Retirement & Pension System | 0.05% | Add +0.6% | 8,649 | $2.1M |
| Nebula Research & Development LLC | 0.18% | Reduce -31.1% | 8,637 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 8,583 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +433.1% | 8,573 | $2.1M |
| Mgo One Seven LLC | 0.07% | Add +18.1% | 8,469 | $2.1M |
| Amalgamated Bank | 0.02% | Add +0.0% | 8,382 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -4.4% | 8,167 | $2.0M |
| Quantbot Technologies LP | 0.05% | Reduce -27.0% | 8,208 | $2.0M |
| Gallo Partners, LP | 1.31% | Reduce -12.1% | 8,151 | $2.0M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.72% | Add +7.0% | 7,904 | $1.9M |
| Essex Investment Management Co. LLC | 0.35% | Reduce -42.9% | 7,877 | $1.9M |
| Values First Advisors, Inc. | 1.02% | Reduce -12.1% | 7,679 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.5% | 7,562 | $1.9M |
| DNB Asset Management AS | 0.01% | Add +46.8% | 7,216 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.5% | 7,202 | $1.8M |
| CPC Advisors, LLC | 0.22% | Add +11.5% | 7,084 | $1.7M |
| Johnson Financial Group, Inc. | 0.08% | Reduce -12.6% | 6,970 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -63.5% | 6,848 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +5.7% | 6,753 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.5% | 6,742 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +8.9% | 6,686 | $1.6M |
| Ethic Inc. | 0.03% | Add +32.6% | 6,647 | $1.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.08% | Reduce -12.1% | 6,645 | $1.6M |
| Royce & Associates LP | 0.02% | No change | 6,499 | $1.6M |
| Caxton Associates LLP | 0.04% | New | 6,221 | $1.5M |
| Needham Investment Management LLC | 0.12% | Reduce -58.6% | 6,000 | $1.5M |
| Inspire Investing, LLC | 0.16% | Add +172.5% | 5,938 | $1.5M |
| TD Asset Management Inc | 0.00% | Reduce -27.2% | 5,900 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | No change | 5,865 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -11.7% | 5,744 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Reduce -22.2% | 5,649 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.2% | 5,634 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -5.9% | 5,528 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +5.0% | 5,514 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +27.8% | 5,491 | $1.3M |
| Vestcor Inc | 0.04% | No change | 5,483 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +13.8% | 5,373 | $1.3M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.7% | 5,354 | $1.3M |
| Integrated Quantitative Investments LLC | 0.38% | New | 5,280 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -67.0% | 5,275 | $1.3M |
| River Street Advisors LLC | 0.55% | Add +6.0% | 5,233 | $1.3M |
| Simplex Trading, LLC | 0.03% | Add +1331.9% | 5,169 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -1.1% | 5,018 | $1.2M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.64% | No change | 5,000 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +107.5% | 4,971 | $1.2M |
| Gibbs Wealth Management | 0.23% | Add +16.8% | 4,875 | $1.2M |
| Legato Capital Management LLC | 0.14% | Reduce -11.3% | 4,803 | $1.2M |
| Oddo BHF Asset Management Sas | 0.04% | New | 4,759 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 4,675 | $1.1M |
| Two Sigma Investments, LP | 0.00% | New | 4,680 | $1.1M |
| XTX Topco Ltd | 0.05% | Reduce -27.5% | 4,631 | $1.1M |
| SG Americas Securities, LLC | 0.01% | Add +137.5% | 4,612 | $1.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -10.0% | 4,566 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Add +40.8% | 4,534 | $1.1M |
| Diversify Wealth Management, LLC | 0.07% | Add +9.7% | 5,749 | $1.1M |
| Acadian Asset Management LLC | 0.00% | Reduce -0.4% | 4,504 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.5% | 4,492 | $1.1M |
| Horizon Investments, LLC | 0.02% | New | 4,349 | $1.1M |
| Kesler, Norman & Wride, LLC | 0.18% | Add +1.1% | 4,225 | $1.0M |
| Quadrant Capital Group LLC | 0.04% | Add +3.1% | 4,050 | $992K |
| Numerai GP LLC | 0.14% | Reduce -5.0% | 3,997 | $979K |
| Dakota Wealth Management | 0.02% | New | 3,976 | $974K |
| NewEdge Advisors, LLC | 0.01% | Add +4.7% | 3,941 | $965K |
| First Citizens Bank & Trust Co. | 0.02% | Add +197.1% | 3,901 | $956K |
| Jones Financial Companies LLLP | 0.00% | Add +23.8% | 3,867 | $951K |
| Gotham Asset Management | 0.01% | Reduce -22.5% | 3,839 | $940K |
| Scott Marsh Financial, LLC | 0.35% | — | 3,811 | $934K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -11.7% | 3,784 | $927K |
| STRS Ohio | 0.00% | Add +19.4% | 3,700 | $906K |
| Arjuna Capital | 0.24% | Reduce -0.5% | 3,694 | $905K |
| Cibc World Markets Corp. | 0.01% | Reduce -43.9% | 3,658 | $896K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.0% | 3,588 | $879K |
| Alliance Wealth Advisors, LLC | 0.21% | Add +1.6% | 3,506 | $859K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -81.4% | 3,506 | $859K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.7% | 3,459 | $847K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +9.3% | 3,398 | $832K |
| Cynosure Group, LLC | 0.09% | Reduce -4.9% | 3,395 | $832K |
| Schroder Investment Management Group | 0.00% | Reduce -29.6% | 3,388 | $830K |
| Atria Investments, Inc | 0.01% | Add +20.0% | 3,385 | $829K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.2% | 3,311 | $811K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +329.3% | 3,293 | $807K |
| Teton Advisors, Inc. | 0.50% | No change | 3,250 | $796K |
| Pps&v Asset Management Consultants, Inc. | 0.49% | No change | 3,200 | $784K |
| Centiva Capital, LP | 0.05% | Reduce -33.0% | 3,161 | $774K |
| Twinbeech Capital LP | 0.02% | New | 3,146 | $771K |
| Portside Wealth Group, LLC | 0.11% | Add +0.1% | 3,076 | $753K |
| Shell Asset Management Co. | 0.03% | Add +10.5% | 3,055 | $748K |
| Vontobel Holding Ltd. | 0.00% | Reduce -55.8% | 3,024 | $741K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 3,008 | $737K |
| Corient IA LP | 0.43% | No change | 3,000 | $735K |
| Empirical Asset Management, LLC | 0.22% | Add +21.0% | 2,917 | $714K |
| Evergreen Capital Management LLC | 0.02% | Add +0.8% | 2,880 | $705K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -11.4% | 2,815 | $690K |
| Virtu Financial LLC | 0.04% | Add +19.2% | 2,804 | $687K |
| Aureus Asset Management, LLC | 0.04% | No change | 2,803 | $687K |
| Townsquare Capital LLC | 0.07% | Reduce -91.6% | 2,800 | $686K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.3% | 2,776 | $680K |
| Norway Savings Bank | 0.35% | Add +2.1% | 2,775 | $680K |
| FORA Capital, LLC | 0.08% | New | 2,768 | $678K |
| Focus Partners Wealth | 0.00% | Add +7.2% | 2,755 | $675K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -10.0% | 2,734 | $670K |
| Ellenbecker Investment Group | 0.11% | Add +0.1% | 2,723 | $667K |
| Xponance LLC | 0.01% | Add +2.7% | 2,689 | $659K |
| Dynamic Technology Lab Private Ltd | 0.09% | Reduce -83.8% | 2,680 | $656K |
| Freestone Grove Partners LP | 0.00% | New | 2,649 | $649K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.4% | 2,648 | $649K |
| Putney Financial Group LLC | 0.65% | Reduce -1.9% | 2,628 | $644K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,617 | $641K |
| First Interstate Bank | 0.04% | Add +0.3% | 2,590 | $634K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 2,479 | $607K |
| Norden Group LLC | 0.07% | Add +2.9% | 2,459 | $602K |
| Columbia Bank | 0.18% | Reduce -12.5% | 2,490 | $593K |
| Groupe la Francaise | 0.01% | New | 2,400 | $586K |
| Midwest Professional Planners, LTD. | 0.15% | No change | 2,368 | $580K |
| Cetera Investment Advisers | 0.00% | Add +10.6% | 2,334 | $572K |
| Alamea Verwaltungs GmbH | 0.43% | Add +0.5% | 2,326 | $570K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 2,261 | $554K |
| Praxis Investment Management Inc. | 0.04% | No change | 2,250 | $551K |
| Lazard Freres Gestion S.A.S. | 0.01% | New | 2,250 | $551K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.8% | 2,283 | $549K |
| TFG Advisers LLC | 0.18% | Reduce -9.5% | 2,152 | $527K |
| Cresset Asset Management, LLC | 0.00% | Reduce -14.8% | 2,150 | $527K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.7% | 2,022 | $495K |
| Quantinno Capital Management LP | 0.00% | Add +27.0% | 2,013 | $493K |
| Fruth Investment Management | 0.13% | No change | 2,000 | $489K |
| PFG Investments, LLC | 0.03% | Reduce -2.6% | 1,960 | $480K |
| Citadel Advisors | 0.00% | Reduce -95.8% | 1,948 | $477K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,929 | $473K |
| Argus Investors' Counsel, Inc. | 0.33% | Reduce -6.8% | 1,921 | $471K |
| Aviva PLC | 0.00% | Reduce -36.6% | 1,913 | $469K |
| Great Lakes Retirement, Inc. | 0.06% | Reduce -0.1% | 1,911 | $468K |
| Ballentine Partners, LLC | 0.01% | Add +27.6% | 1,906 | $467K |
| Synovus Financial Corp. | 0.01% | Add +38.8% | 1,881 | $461K |
| Fortress Financial Solutions, LLC | 0.56% | Reduce -0.8% | 1,828 | $448K |
| Modern Wealth Management, LLC | 0.01% | Add +6.3% | 1,827 | $448K |
| Alpine Bank Wealth Management | 0.07% | No change | 1,815 | $445K |
| Dundas Partners LLP | 0.03% | Add +431.4% | 8,444 | $434K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,769 | $433K |
| Burney Co./ | 0.01% | Reduce -5.5% | 1,715 | $420K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 1,694 | $415K |
| EntryPoint Capital, LLC | 0.20% | Reduce -53.3% | 1,669 | $409K |
| apricus wealth, LLC | 0.24% | No change | 1,654 | $405K |
| Yorktown Management & Research Co Inc | 0.39% | No change | 1,650 | $404K |
| Northside Capital Management, LLC | 0.03% | No change | 1,650 | $404K |
| Rock Point Advisors, LLC | 0.11% | No change | 1,600 | $392K |
| KLCM Advisors, Inc. | 0.04% | No change | 1,600 | $392K |
| Two Sigma Advisers, LP | 0.00% | Add +14.3% | 1,600 | $392K |
| Inspire Advisors, LLC | 0.04% | Add +23.6% | 1,595 | $391K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 1,586 | $390K |
| Scientech Research LLC | 0.09% | Add +39.5% | 1,576 | $386K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 1,564 | $383K |
| Advisory Services Network, LLC | 0.01% | New | 1,950 | $368K |
| Diversify Advisory Services, LLC | 0.01% | Add +10.3% | 1,912 | $368K |
| Nvest Financial, LLC | 0.19% | No change | 1,500 | $367K |
| CIBC Private Wealth Group LLC | 0.00% | Add +145.0% | 1,497 | $367K |
| Millstone Evans Group, LLC | 0.25% | No change | 1,490 | $365K |
| Profund Advisors LLC | 0.01% | Add +6.4% | 1,472 | $361K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -4.1% | 1,441 | $353K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +27.3% | 1,400 | $343K |
| Shelton Capital Management | 0.01% | Reduce -2.5% | 1,375 | $337K |
| Graham Capital Management, L.P. | 0.01% | Reduce -65.1% | 1,305 | $320K |
| Journey Strategic Wealth LLC | 0.01% | Add +4.6% | 1,296 | $317K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.4% | 1,287 | $315K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.5% | 1,248 | $306K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 1,235 | $303K |
| Choreo, LLC | 0.00% | Reduce -9.3% | 1,235 | $303K |
| Allianz SE | 0.01% | New | 1,212 | $297K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 1,196 | $293K |
| Pacer Advisors, Inc. | 0.00% | Add +28.7% | 1,187 | $291K |
| &partners | 0.00% | New | 1,160 | $284K |
| Farringdon Capital, Ltd. | 0.09% | New | 1,153 | $282K |
| Lebenthal Global Advisors, LLC | 0.05% | New | 1,140 | $279K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -64.1% | 1,138 | $279K |
| Seeds Investor LLC | 0.06% | Reduce -0.1% | 1,125 | $275K |
| Apollon Wealth Management, LLC | 0.01% | New | 1,082 | $265K |
| QRG Capital Management, Inc. | 0.00% | New | 1,081 | $265K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -5.4% | 1,077 | $264K |
| Covestor Ltd | 0.15% | Add +5.1% | 1,070 | $262K |
| FIL Ltd | 0.00% | No change | 1,067 | $261K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,063 | $260K |
| Callan Family Office, LLC | 0.01% | New | 1,061 | $260K |
| Park Capital Management, LLC / WI | 0.24% | Reduce -19.6% | 1,061 | $260K |
| Gallacher Capital Management LLC | 0.12% | New | 1,039 | $255K |
| Parallel Advisors, LLC | 0.01% | Add +6.1% | 1,039 | $255K |
| Savant Capital, LLC | 0.00% | New | 1,033 | $253K |
| Hodges Capital Management Inc. | 0.02% | New | 1,025 | $251K |
| Pacific Sun Financial Corp | 0.13% | New | 1,020 | $250K |
| Strong Tower Advisory Services | 0.05% | New | 1,018 | $249K |
| Sage Rhino Capital LLC | 0.05% | New | 1,010 | $247K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,007 | $247K |
| Security National Bank of So Dak | 0.13% | New | 1,000 | $245K |
| Associated Banc-Corp | 0.01% | New | 1,000 | $245K |
| AE Wealth Management LLC | 0.00% | Reduce -8.8% | 995 | $244K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 981 | $240K |
| Clearstead Advisors, LLC | 0.00% | Add +35.0% | 973 | $238K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 954 | $234K |
| CIBC Asset Management Inc | 0.00% | New | 948 | $232K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -70.6% | 935 | $229K |
| Versor Investments LP | 0.04% | New | 903 | $221K |
| Planning Center, Inc. | 0.02% | New | 901 | $221K |
| Jag Capital Management, LLC | 0.02% | New | 890 | $218K |
| RWC Asset Management LLP | 0.01% | New | 884 | $217K |
| 626 Financial, LLC | 0.10% | New | 880 | $216K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 875 | $214K |
| Cwm, LLC | 0.00% | Reduce -19.4% | 869 | $213K |
| Glenmede Investment Management, LP | 0.00% | — | 843 | $206K |
| TrinityBridge Ltd | 0.01% | Reduce -0.5% | 837 | $205K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 829 | $203K |
| Greenleaf Trust | 0.00% | New | 825 | $202K |
| FAS Wealth Partners, Inc. | 0.01% | New | 822 | $201K |
| M&T Bank Corp | 0.00% | New | 817 | $200K |
| GAMMA Investing LLC | 0.01% | Reduce -9.0% | 799 | $196K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.0% | 791 | $194K |
| Archer Investment Corp | 0.05% | Add +45.4% | 785 | $192K |
| Contravisory Investment Management, Inc. | 0.04% | No change | 782 | $192K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 780 | $191K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 773 | $189K |
| Global Retirement Partners, LLC | 0.00% | — | 754 | $185K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -61.6% | 683 | $167K |
| Pacific Center for Financial Services | 0.04% | No change | 673 | $165K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.7% | 653 | $160K |
| State of Wyoming | 0.02% | New | 650 | $159K |
| Signaturefd, LLC | 0.00% | Reduce -9.5% | 617 | $151K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 600 | $147K |
| IFP Advisors, Inc | 0.00% | Reduce -12.6% | 470 | $141K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.6% | 562 | $138K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.9% | 530 | $130K |
| Harbour Investments, Inc. | 0.00% | No change | 424 | $104K |
| Gitterman Wealth Management, LLC | 0.02% | New | 423 | $104K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $98K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -91.6% | 378 | $93K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 341 | $84K |
| Catalyst Capital Advisors LLC | 0.00% | New | 325 | $80K |
| GeoWealth Management, LLC | 0.00% | New | 310 | $76K |
| Penserra Capital Management LLC | 0.00% | New | 270 | $66K |
| MAI Capital Management | 0.00% | Add +57.6% | 260 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.6% | 259 | $63K |
| Princeton Global Asset Management LLC | 0.01% | No change | 237 | $58K |
| Silicon Valley Capital Partners | 0.01% | No change | 229 | $56K |
| Principal Securities, Inc. | 0.00% | Add +23.5% | 221 | $54K |
| Employees Retirement System of Texas | 0.00% | New | 219 | $54K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Reduce -31.3% | 220 | $54K |
| Huntington National Bank | 0.00% | Add +3.5% | 210 | $51K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -11.8% | 209 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +19.6% | 207 | $51K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 200 | $49K |
| Private Trust Co. NA | 0.00% | No change | 200 | $49K |
| Canada Pension Plan Investment Board | 0.00% | New | 200 | $49K |
| Blue Trust, Inc. | 0.00% | Add +8.7% | 199 | $49K |
| ORG Partners LLC | 0.01% | No change | 200 | $48K |
| Dunhill Financial, LLC | 0.01% | No change | 196 | $48K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.7% | 179 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +170.5% | 165 | $41K |
| Allworth Financial LP | 0.00% | Reduce -4.6% | 146 | $36K |
| Macquarie Group Ltd. | 0.00% | New | 138 | $34K |
| UMB Bank, n.a. | 0.00% | Add +5.0% | 125 | $31K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -36.6% | 123 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +29.7% | 118 | $29K |
| Fifth Third Bancorp | 0.00% | Reduce -24.2% | 116 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +1.8% | 114 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | Add +111.1% | 114 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +39.5% | 106 | $26K |
| Brooklyn Investment Group | 0.00% | Add +188.6% | 101 | $25K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $24K |
| Ancora Advisors LLC | 0.00% | Reduce -50.0% | 100 | $24K |
| Clark Wealth Partners | 0.02% | New | 92 | $23K |
| Golden State Wealth Management, LLC | 0.00% | No change | 92 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 72 | $18K |
| Sterling Capital Management LLC | 0.00% | Add +132.3% | 72 | $18K |
| Addison Advisors LLC | 0.00% | No change | 68 | $17K |
| Arax Advisory Partners | 0.00% | Add +3.7% | 56 | $16K |
| Larson Financial Group LLC | 0.00% | Add +1525.0% | 65 | $16K |
| Leonteq Securities AG | 0.00% | Reduce -82.8% | 64 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 76 | $15K |
| Rothschild Investment LLC | 0.00% | Add +15.6% | 52 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.6% | 51 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 49 | $12K |
| WPG Advisers, LLC | 0.01% | Add +11.6% | 48 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +143.8% | 39 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Add +8.6% | 38 | $9K |
| Quarry LP | 0.00% | Add +72.7% | 38 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 38 | $9K |
| Winch Advisory Services, LLC | 0.00% | No change | 34 | $8K |
| Hemington Wealth Management | 0.00% | Add +50.0% | 36 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -3.2% | 30 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 30 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 29 | $7K |
| New Millennium Group LLC | 0.00% | No change | 25 | $6K |
| Spire Wealth Management | 0.00% | New | 25 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.1% | 23 | $6K |
| First Horizon Advisors, Inc. | 0.00% | New | 23 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 22 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -4.5% | 21 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 20 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 20 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 19 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 18 | $4K |
| Essential Partners LLC | 0.00% | — | 17 | $4K |
| True Wealth Design, LLC | 0.00% | Add +400.0% | 15 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 15 | $4K |
| TD Capital Management LLC | 0.00% | No change | 13 | $3K |
| Assetmark, Inc. | 0.00% | Add +550.0% | 13 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 12 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 12 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 15 | $3K |
| Kestra Investment Management, LLC | 0.00% | Reduce -67.7% | 11 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 10 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 10 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +80.0% | 9 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 9 | $2K |
| Thompson Investment Management, Inc. | 0.00% | Add +14.3% | 8 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 7 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 6 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $1K |
| Capital A Wealth Management, LLC | 0.01% | New | 8 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $1K |
| Aspect Partners, LLC | 0.00% | Reduce -37.5% | 5 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 5 | $1K |
| Twin Tree Management, LP | 0.00% | Reduce -100.0% | 4 | $980 |
| Stephens Consulting, LLC | 0.00% | Reduce -70.0% | 3 | $735 |
| Concord Wealth Partners | 0.00% | New | 3 | $735 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $735 |
| PEAK6 LLC | 0.00% | New | 3 | $730 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $490 |
| Abound Wealth Management | 0.00% | No change | 2 | $490 |
| SouthState Bank Corp | 0.00% | No change | 2 | $490 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $270 |
| Colonial Trust Advisors | 0.00% | New | 1 | $247 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $245 |
| WealthTrak Capital Management LLC | 0.00% | No change | 1 | $245 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $245 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $245 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $244 |
| Copeland Capital Management, LLC | 0.00% | No change | 1 | $244 |
"% of holder's portfolio" is BMI's weight in each manager's 13F, not the share of Badger Meter Inc. the manager owns.