BrookfieldBN
13F holders, Q4 2024 (December 31)823holders +75
75new positions
31sold out
13famous investors
$57.50avg. 13F price*
At the end of Q4 2024, 823 institutions reported holding Brookfield Corp. (BN) in their 13F filings, up 75 from Q3 2024. 75 opened new positions and 31 sold out. The largest holders were Partners Value Investments L.P. ($6.9B), Royal Bank of Canada ($4.8B) and Vanguard Group Inc. ($3.4B). 13 famous investors held it, including Bill Ackman (15.8% of Pershing Square's portfolio), Chuck Akre (9.4% of Akre Capital Management's portfolio) and Tom Gayner (4.4% of Markel Group's portfolio).
- Company
- Brookfield Corp.
- CUSIP
- 11271J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $289.0M |
| Exits | 31 | $62.9M |
All 13F filers, Q3 2024 → Q4 2024: 47,970,060 shares bought and 42,440,091 shares sold, net +5,529,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 823 holders
| Partners Value Investments L.P. | 75.36% | No change | 120,968,883 | $6.9B |
| Royal Bank of Canada | 1.04% | Reduce -0.9% | 83,487,281 | $4.8B |
| Vanguard Group Inc. | 0.06% | Add +1.6% | 59,904,458 | $3.4B |
| Capital World Investors | 0.52% | Add +3.1% | 59,020,303 | $3.4B |
| Principal Financial Group Inc. | 1.64% | Reduce -11.5% | 52,285,987 | $3.0B |
| Bank of Montreal | 1.43% | Reduce -5.3% | 49,801,459 | $2.9B |
| Pershing Square | 15.83% | Add +6.6% | 34,893,064 | $2.0B |
| Brookfield Corp | 10.78% | Reduce -6.1% | 30,965,748 | $1.8B |
| TD Asset Management Inc | 1.23% | Reduce -0.6% | 24,230,140 | $1.4B |
| 1832 Asset Management L.P. | 2.28% | Reduce -4.0% | 22,196,935 | $1.3B |
| FIL Ltd | 1.09% | Add +8.8% | 20,354,516 | $1.2B |
| National Bank of Canada | 1.43% | Add +543.3% | 19,220,924 | $1.1B |
| Akre Capital Management | 9.43% | Add +0.2% | 18,969,179 | $1.1B |
| JARISLOWSKY, FRASER Ltd | 6.15% | Reduce -4.5% | 18,297,896 | $1.1B |
| Norges Bank | 0.13% | Add +4.5% | 16,956,500 | $973.6M |
| First Manhattan Co. Llc. | 2.85% | Reduce -1.3% | 16,907,751 | $973.0M |
| Mackenzie Financial Corp. | 1.31% | Reduce -3.8% | 16,739,530 | $961.1M |
| CIBC Asset Management Inc | 2.67% | Add +6.2% | 14,178,133 | $814.6M |
| Manufacturers Life Insurance Company, The | 0.60% | Add +1.1% | 11,866,447 | $682.5M |
| Bank of Nova Scotia | 1.19% | Reduce -17.4% | 11,730,863 | $674.1M |
| Cibc World Market Inc. | 1.47% | Reduce -7.0% | 11,116,400 | $638.6M |
| Soroban Capital Partners LP | 7.90% | Reduce -7.3% | 10,273,462 | $590.2M |
| FMR LLC | 0.03% | Reduce -0.9% | 10,070,599 | $578.7M |
| DAVENPORT & Co LLC | 3.18% | Reduce -0.0% | 9,437,172 | $541.9M |
| Markel Group | 4.41% | No change | 8,715,741 | $500.7M |
| Federation des caisses Desjardins du Quebec | 2.48% | Reduce -0.8% | 8,515,641 | $486.5M |
| EdgePoint Investment Group Inc. | 3.71% | Reduce -29.1% | 8,164,453 | $468.7M |
| Select Equity Group, L.P. | 1.90% | Reduce -16.7% | 8,097,315 | $465.2M |
| Geode Capital Management, LLC | 0.04% | Add +32.0% | 7,960,098 | $460.5M |
| Legal & General Group Plc | 0.11% | Reduce -5.9% | 7,174,692 | $412.2M |
| Scotia Capital Inc. | 2.07% | Add +2.4% | 6,857,180 | $392.5M |
| Morgan Stanley | 0.03% | Add +5.1% | 6,567,567 | $377.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.69% | Add +11.4% | 6,507,113 | $373.5M |
| Beutel, Goodman & Co Ltd. | 1.83% | Reduce -10.2% | 5,860,619 | $336.7M |
| Bank of America Corp. | 0.03% | Reduce -2.2% | 5,801,159 | $333.3M |
| Neuberger Berman Group LLC | 0.26% | Reduce -4.0% | 5,652,342 | $324.7M |
| Toronto Dominion Bank | 0.62% | Reduce -17.8% | 5,633,876 | $323.4M |
| JPMorgan Chase & Co. | 0.02% | Add +2.8% | 5,043,091 | $289.7M |
| Third Point | 3.90% | Add +5.6% | 4,990,000 | $286.7M |
| Bessemer Group Inc. | 0.45% | Add +51.9% | 4,839,267 | $278.0M |
| Aristotle Capital Management, LLC | 0.53% | Reduce -3.1% | 4,777,064 | $274.4M |
| Alberta Investment Management Corp | 1.75% | Add +3.1% | 4,334,991 | $249.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -53.6% | 4,199,175 | $241.2M |
| Invesco Ltd. | 0.04% | Reduce -3.4% | 4,176,158 | $239.9M |
| Scharf Investments, LLC | 7.01% | Reduce -5.8% | 4,114,865 | $236.4M |
| Cooke & Bieler LP | 2.13% | Reduce -19.7% | 3,851,538 | $221.3M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +6.3% | 3,788,312 | $217.6M |
| Baillie Gifford & Co. | 0.16% | Add +809.5% | 3,675,524 | $211.2M |
| TD Waterhouse Canada Inc. | 1.65% | Reduce -4.5% | 3,578,785 | $204.6M |
| Corient Private Wealth LP | 0.32% | Add +0.8% | 3,328,164 | $191.2M |
| CI Investments Inc. | 0.70% | Reduce -7.0% | 3,219,192 | $184.9M |
| Check Capital Management Inc. | 11.40% | Reduce -1.3% | 2,996,978 | $172.2M |
| Wells Fargo & Company | 0.04% | Add +3.3% | 2,950,587 | $169.5M |
| Novo Holdings A/S | 9.73% | Reduce -19.8% | 2,798,830 | $160.8M |
| Regents of the University of California | 47.75% | New | 2,683,035 | $154.1M |
| Addenda Capital Inc. | 5.31% | Reduce -3.2% | 1,821,935 | $150.5M |
| Fenimore Asset Management Inc | 3.14% | Reduce -0.3% | 2,603,553 | $149.6M |
| Canada Pension Plan Investment Board | 0.14% | No change | 2,568,490 | $147.4M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -7.2% | 2,494,160 | $143.3M |
| CIBC Private Wealth Group LLC | 0.26% | Reduce -0.7% | 2,409,411 | $140.7M |
| Bank of New York Mellon Corp | 0.03% | Add +3.1% | 2,443,095 | $140.4M |
| Baron Capital (BAMCO) | 0.36% | Add +22.7% | 2,391,691 | $137.4M |
| OMERS ADMINISTRATION Corp | 1.16% | No change | 2,317,789 | $133.2M |
| Cardinal Capital Management, Inc. | 4.42% | Reduce -2.2% | 2,270,319 | $130.2M |
| Clearbridge Investments, LLC | 0.10% | Add +29.4% | 2,222,358 | $127.7M |
| Mufg Securities (canada), LTD. | 4.54% | Add +71.4% | 2,189,967 | $125.8M |
| Caisse de depot et placement du Quebec | 0.26% | No change | 2,174,000 | $124.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.0% | 2,108,535 | $122.9M |
| UBS Group AG | 0.03% | Add +121.2% | 2,064,112 | $118.6M |
| McDonald Capital Investors Inc. | 7.30% | Reduce -1.1% | 2,023,560 | $116.3M |
| Cannell & Spears LLC | 2.34% | Reduce -2.9% | 1,986,587 | $114.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +8.9% | 1,948,797 | $112.0M |
| Agf Management Ltd. | 0.55% | Reduce -12.7% | 1,892,960 | $109.4M |
| Guardian Capital LP | 4.02% | Reduce -3.7% | 1,883,274 | $108.2M |
| Deutsche Bank AG | 0.04% | Add +10.3% | 1,722,720 | $99.0M |
| Marathon Asset Management Ltd | 2.62% | Reduce -3.0% | 1,634,736 | $93.9M |
| Dixon Mitchell Investment Counsel Inc. | 4.30% | Reduce -8.0% | 1,617,414 | $93.0M |
| Stifel Financial Corp. | 0.09% | Reduce -0.4% | 1,569,387 | $90.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -11.9% | 1,531,795 | $88.0M |
| Sather Financial Group Inc | 5.48% | Reduce -1.3% | 1,523,618 | $87.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -19.4% | 1,517,942 | $87.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 6.33% | Add +1.1% | 1,511,750 | $86.8M |
| Aviso Financial Inc. | 4.37% | Add +2.4% | 1,506,285 | $86.6M |
| Bruni J V & Co. | 9.59% | Add +0.3% | 1,474,458 | $84.7M |
| Raymond James Financial Inc. | 0.03% | — | 1,441,166 | $82.8M |
| Northern Trust Corp. | 0.01% | Add +45.6% | 1,430,941 | $82.2M |
| M&G PLC | 0.46% | Reduce -22.6% | 1,254,929 | $71.5M |
| Horizon Kinetics Asset Management LLC | 0.88% | Add +15.3% | 1,218,597 | $70.0M |
| Madison Asset Management, LLC | 0.79% | Reduce -0.4% | 1,213,230 | $69.7M |
| Madison Investment Advisors, LLC | 0.79% | — | 1,213,230 | $69.7M |
| Burgundy Asset Management Ltd. | 0.66% | Reduce -39.0% | 1,131,044 | $64.9M |
| Broad Run Investment Management, LLC | 8.38% | Reduce -17.3% | 1,073,486 | $61.7M |
| Heritage Wealth Advisors | 3.05% | Reduce -8.1% | 1,071,739 | $61.6M |
| New South Capital Management Inc. | 2.53% | Reduce -2.6% | 1,045,331 | $60.1M |
| HughesLittle Investment Management Ltd. | 11.36% | Add +0.8% | 1,044,344 | $60.0M |
| Wellington Management Group LLP | 0.01% | Reduce -13.5% | 1,012,718 | $58.2M |
| Greenlea Lane Capital Management, LLC | 17.23% | Reduce -4.0% | 994,895 | $57.2M |
| Korea Investment CORP | 0.13% | Add +28.9% | 960,214 | $55.2M |
| Baskin Financial Services Inc. | 4.24% | Reduce -1.1% | 927,430 | $53.3M |
| Sequoia Financial Advisors, LLC | 0.51% | Add +18.4% | 919,350 | $52.8M |
| Zurich Insurance Group Ltd | 0.43% | Add +25.2% | 916,698 | $52.6M |
| Aviva PLC | 0.14% | Reduce -1.8% | 911,197 | $52.3M |
| Amundi | 0.02% | Add +13.2% | 855,761 | $50.0M |
| Florida Trust Wealth Management Co | 1.53% | Reduce -2.2% | 831,289 | $47.8M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -0.1% | 823,927 | $47.3M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 5.65% | Reduce -7.1% | 811,481 | $46.6M |
| Capital Advisors Inc. | 0.89% | Reduce -0.1% | 774,867 | $44.5M |
| Citadel Advisors | 0.04% | Reduce -7.1% | 766,367 | $44.0M |
| Focus Partners Wealth | 0.11% | Add +393.4% | 761,473 | $43.7M |
| Russell Investments Group, Ltd. | 0.06% | Add +24.1% | 727,020 | $41.7M |
| Pictet Asset Management Holding SA | 0.04% | Add +29.1% | 726,288 | $41.7M |
| LGT Capital Partners LTD. | 1.58% | Reduce -8.6% | 724,000 | $41.6M |
| Royal London Asset Management Ltd. | 0.10% | Add +0.7% | 715,782 | $41.1M |
| HSBC Holdings PLC | 0.02% | Add +21.7% | 691,442 | $39.7M |
| Eubel Brady & Suttman Asset Management Inc. | 5.64% | Reduce -1.6% | 687,034 | $39.5M |
| Franklin Resources Inc. | 0.01% | Add +8.4% | 675,214 | $38.8M |
| Intact Investment Management Inc. | 1.34% | Add +4.0% | 668,600 | $38.4M |
| Barr E S & Co. | 2.18% | Reduce -0.4% | 640,888 | $36.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.22% | Add +36.6% | 632,467 | $36.3M |
| Duquesne Family Office | 0.99% | New | 610,225 | $35.1M |
| Citigroup Inc. | 0.03% | Add +30.7% | 602,363 | $34.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.13% | — | 590,708 | $33.9M |
| Private Management Group Inc. | 1.21% | Reduce -1.7% | 584,013 | $33.6M |
| Beck Mack & Oliver LLC | 0.61% | Reduce -0.8% | 575,855 | $33.1M |
| Jackson Hill Advisors, LLC | 15.37% | Add +5.8% | 530,000 | $30.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +3.9% | 523,609 | $30.1M |
| Maestria Partners LLC | 11.82% | — | 519,019 | $29.8M |
| Oak Grove Capital LLC | 5.85% | Reduce -16.7% | 507,528 | $29.2M |
| Partners Group Holding AG | 1.04% | Add +23.9% | 507,166 | $29.1M |
| Millennium Management | 0.03% | Add +4.7% | 493,342 | $28.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +1.4% | 487,865 | $28.0M |
| Bridgewater Associates | 0.13% | New | 482,873 | $27.7M |
| Callahan Advisors, LLC | 2.56% | Reduce -0.3% | 473,692 | $27.2M |
| Klingenstein Fields & Co. LP | 1.08% | Reduce -0.6% | 468,177 | $26.9M |
| Natixis Advisors, LLC | 0.05% | Reduce -5.0% | 452,684 | $26.0M |
| America First Investment Advisors, LLC | 5.51% | Reduce -5.4% | 439,309 | $25.2M |
| Smith Salley Wealth Management | 1.59% | Add +1.0% | 429,698 | $24.7M |
| Obermeyer Wealth Partners | 1.28% | Add +8053.8% | 426,362 | $24.5M |
| GMO | 0.08% | Add +17.4% | 412,138 | $23.7M |
| Bank of Nova Scotia Trust Co. | 2.49% | Reduce -0.1% | 411,017 | $23.6M |
| Cobblestone Capital Advisors LLC | 1.27% | Reduce -15.7% | 404,014 | $23.2M |
| Emeth Value Capital, LLC | 18.55% | — | 400,373 | $23.0M |
| Third Avenue Management LLC | 4.35% | Reduce -13.9% | 391,478 | $22.5M |
| Triasima Portfolio Management inc. | 4.32% | Reduce -9.8% | 387,470 | $22.3M |
| Northwest & Ethical Investments L.P. | 0.60% | Reduce -0.2% | 384,364 | $22.1M |
| Creative Planning | 0.02% | Add +9.1% | 381,620 | $21.9M |
| QV Investors Inc. | 2.26% | Reduce -0.0% | 380,901 | $21.9M |
| Factory Mutual Insurance Co. | 0.23% | Add +34.5% | 374,000 | $21.5M |
| East Coast Asset Management, LLC. | 6.84% | Add +6.1% | 356,237 | $20.5M |
| Schwartz Investment Counsel Inc. | 0.70% | Reduce -0.4% | 336,220 | $19.3M |
| BlackRock, Inc. | 0.00% | Add +29.5% | 333,687 | $19.2M |
| Cetera Investment Advisers | 0.04% | Add +1.8% | 333,397 | $19.2M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -35.2% | 325,298 | $18.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +86.9% | 314,143 | $18.0M |
| Truist Financial Corp. | 0.03% | Add +140.5% | 311,449 | $17.9M |
| O'shaughnessy Asset Management, LLC | 0.15% | Add +2.6% | 309,257 | $17.8M |
| Sterling Capital Management LLC | 0.24% | Add +3360.6% | 308,239 | $17.7M |
| Waratah Capital Advisors Ltd. | 0.97% | Add +3050.5% | 301,664 | $17.3M |
| Mizuho Markets Americas LLC | 0.33% | No change | 300,000 | $17.2M |
| Varma Mutual Pension Insurance Co | 0.13% | Reduce -27.5% | 294,213 | $16.9M |
| Forsta Ap-Fonden | 0.12% | Add +4.9% | 287,200 | $16.5M |
| Guardian Partners Inc. | 1.67% | — | 280,639 | $16.4M |
| Qube Research & Technologies Ltd | 0.03% | New | 283,800 | $16.3M |
| PCJ Investment Counsel Ltd. | 5.37% | Add +69.7% | 277,120 | $15.9M |
| Eldred Rock Partners, LLC | 5.33% | Add +0.3% | 270,540 | $15.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.4% | 266,842 | $15.3M |
| Chicago Partners Investment Group LLC | 0.50% | Reduce -0.5% | 256,369 | $15.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.8% | 257,784 | $14.8M |
| Hillsdale Investment Management Inc. | 0.75% | Add +661.2% | 256,648 | $14.7M |
| Chemistry Wealth Management LLC | 3.40% | Add +10.1% | 252,597 | $14.5M |
| Cidel Asset Management Inc. | 0.96% | Reduce -0.4% | 248,974 | $14.3M |
| MAI Capital Management | 0.10% | Add +30.5% | 242,469 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 244,684 | $13.9M |
| Northeast Financial Consultants Inc | 0.57% | No change | 234,641 | $13.5M |
| Balyasny Asset Management L.P. | 0.03% | Add +32.2% | 225,934 | $13.0M |
| Asset Management Advisors, LLC | 9.43% | Add +1.3% | 225,273 | $12.9M |
| LPL Financial LLC | 0.01% | Add +28.5% | 225,236 | $12.9M |
| GoodHaven Capital Management, LLC | 4.13% | No change | 220,108 | $12.6M |
| Live Oak Private Wealth LLC | 2.09% | Reduce -3.1% | 216,156 | $12.4M |
| USS Investment Management Ltd | 0.09% | Add +539.0% | 214,703 | $12.3M |
| Hi-Line Capital Management, LLC | 5.30% | Reduce -16.7% | 210,778 | $12.1M |
| Van Den Berg Management I, Inc. | 3.47% | Reduce -0.3% | 209,829 | $12.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.7% | 208,530 | $12.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.10% | Add +36.7% | 205,000 | $11.8M |
| Parkside Investments, LLC | 1.73% | Reduce -2.5% | 200,863 | $11.5M |
| LGT Fund Management Co Ltd. | 0.99% | No change | 197,227 | $11.3M |
| Louisbourg Investments Inc. | 2.96% | Add +18.3% | 196,124 | $11.3M |
| Mraz, Amerine & Associates, Inc. | 1.98% | Add +2.9% | 193,527 | $11.1M |
| Lawson Kroeker Investment Management Inc. | 2.09% | Reduce -5.8% | 192,694 | $11.1M |
| BNP Paribas | 0.15% | Reduce -2.7% | 191,825 | $11.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.3% | 191,926 | $11.0M |
| ArrowMark Colorado Holdings LLC | 0.15% | No change | 191,352 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.3% | 188,460 | $10.8M |
| Mariner, LLC | 0.02% | Reduce -3.9% | 186,644 | $10.7M |
| Blacksheep Fund Management Ltd | 18.85% | Reduce -82.5% | 181,615 | $10.4M |
| Capital International Sarl | 0.23% | Add +9.8% | 175,687 | $10.1M |
| Kirr Marbach & Co. LLC | 2.18% | Reduce -0.6% | 175,472 | $10.1M |
| Adalta Capital Management LLC | 5.21% | Add +0.6% | 173,588 | $10.0M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +0.2% | 172,210 | $9.9M |
| First Foundation Advisors | 0.37% | Reduce -7.7% | 171,616 | $9.9M |
| Onex Canada Asset Management Inc. | 1.18% | Reduce -18.5% | 171,153 | $9.8M |
| Brown Advisory Inc. | 0.01% | Reduce -4.9% | 170,455 | $9.8M |
| Utah Retirement Systems | 0.11% | No change | 166,249 | $9.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -9.9% | 165,416 | $9.5M |
| Ervin Investment Management, LLC | 5.98% | Reduce -2.1% | 161,430 | $9.3M |
| Ninety One North America, Inc. | 0.56% | New | 158,195 | $9.1M |
| Moerus Capital Management LLC | 3.30% | Reduce -12.8% | 157,151 | $9.0M |
| Timber Creek Capital Management LLC | 2.55% | Reduce -1.4% | 153,633 | $8.8M |
| Baird Financial Group, Inc. | 0.02% | Add +13.2% | 152,848 | $8.8M |
| Blue Zone Wealth Advisors, LLC | 2.41% | Add +0.9% | 145,497 | $8.4M |
| National Philanthropic Trust | 0.12% | No change | 145,262 | $8.3M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 142,277 | $8.2M |
| Providence Capital Advisors, LLC | 1.64% | Add +0.8% | 140,334 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.2% | 139,008 | $8.0M |
| Lorne Steinberg Wealth Management Inc. | 2.31% | Add +0.8% | 138,772 | $8.0M |
| Public Sector Pension Investment Board | 0.03% | Reduce -22.8% | 137,599 | $7.9M |
| Lingotto Investment Management LLP | 0.21% | New | 136,104 | $7.8M |
| Public Employees Retirement System of Ohio | 0.03% | Add +8.0% | 131,763 | $7.6M |
| Lipe & Dalton | 3.87% | Reduce -0.2% | 127,102 | $7.3M |
| Banco BTG Pactual S.A. | 1.67% | Reduce -44.6% | 124,275 | $7.2M |
| Captrust Financial Advisors | 0.02% | Add +0.8% | 124,168 | $7.1M |
| Mar Vista Investment Partners LLC | 0.49% | Add +69.5% | 123,520 | $7.1M |
| Marex Group Ltd | 0.12% | No change | 121,600 | $7.0M |
| Texas Yale Capital Corp. | 0.28% | Add +0.2% | 121,015 | $7.0M |
| Avanza Fonder AB | 0.21% | — | 83,961 | $6.9M |
| Montrusco Bolton Investments Inc. | 0.08% | Reduce -1.7% | 118,415 | $6.8M |
| Capital International Ltd. | 0.28% | Add +4.3% | 117,431 | $6.7M |
| Lee Danner & Bass Inc. | 0.53% | Reduce -6.6% | 115,784 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.3% | 115,648 | $6.6M |
| Blair William & Co. | 0.02% | Add +4.8% | 114,740 | $6.6M |
| Ossiam | 0.11% | Reduce -20.4% | 113,562 | $6.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.46% | Add +11.4% | 52,014 | $6.2M |
| Swiss Life Asset Management Ltd | 0.05% | Add +780.1% | 107,605 | $6.2M |
| Tacita Capital Inc | 4.40% | Reduce -5.5% | 107,409 | $6.2M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 105,834 | $6.1M |
| Sandy Spring Bank | 0.25% | Reduce -3.1% | 105,415 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 104,423 | $6.0M |
| King Luther Capital Management Corp. | 0.03% | Add +0.7% | 103,302 | $5.9M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -31.1% | 102,804 | $5.9M |
| Townsquare Capital LLC | 0.07% | Reduce -13.6% | 102,433 | $5.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +2.2% | 102,358 | $5.9M |
| Hosking Partners LLP | 0.23% | Add +47.6% | 101,885 | $5.9M |
| Hohimer Wealth Management, LLC | 1.10% | Reduce -0.1% | 101,003 | $5.8M |
| Pacifica Partners Inc. | 2.45% | Reduce -1.2% | 98,771 | $5.7M |
| United Services Automobile Association | 0.18% | No change | 46,629 | $5.5M |
| AMS Capital Ltda | 2.78% | New | 96,210 | $5.5M |
| Ruffer LLP | 0.20% | Reduce -9.6% | 94,000 | $5.4M |
| Synovus Financial Corp. | 0.07% | Add +1.8% | 93,069 | $5.3M |
| Generali Asset Management SPA SGR | 0.14% | — | 64,603 | $5.3M |
| Ashton Thomas Securities, LLC | 1.45% | Add +1.9% | 92,008 | $5.3M |
| Gold Investment Management Ltd. | 2.23% | Add +1.0% | 91,813 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -6.4% | 91,056 | $5.2M |
| Triangle Securities Wealth Management | 1.33% | Add +11.2% | 90,137 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -59.6% | 88,958 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -1.2% | 88,187 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +0.7% | 86,876 | $5.0M |
| Partners Capital Investment Group, LLP | 0.14% | Reduce -31.1% | 86,639 | $5.0M |
| Blue Sky Capital Consultants Group, Inc. | 2.96% | — | 85,807 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -7.6% | 90,324 | $4.9M |
| WMS Partners, LLC | 0.27% | Reduce -0.0% | 82,813 | $4.8M |
| Culbertson A N & Co. Inc. | 0.75% | Reduce -0.3% | 82,201 | $4.7M |
| Kathleen S. Wright Associates Inc. | 1.96% | Reduce -1.9% | 82,154 | $4.7M |
| Maryland State Retirement & Pension System | 0.10% | Reduce -9.4% | 79,933 | $4.6M |
| Oppenheimer & Co. Inc. | 0.07% | Add +133.9% | 79,846 | $4.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.3% | 78,682 | $4.5M |
| Barclays PLC | 0.00% | Add +9.2% | 77,947 | $4.5M |
| Atlantic Union Bankshares Corp | 0.26% | Reduce -11.8% | 76,934 | $4.4M |
| Waterfront Wealth Inc. | 1.05% | Reduce -1.0% | 74,997 | $4.3M |
| K.J. Harrison & Partners Inc | 0.67% | Add +9.2% | 74,379 | $4.3M |
| Blue Fin Capital, Inc. | 0.77% | Reduce -1.0% | 72,999 | $4.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.4% | 72,204 | $4.1M |
| AXA S.A. | 0.01% | Reduce -15.3% | 72,057 | $4.1M |
| Acadian Asset Management LLC | 0.01% | Reduce -42.8% | 69,677 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +3.1% | 69,483 | $4.0M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 69,300 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.4% | 68,583 | $3.9M |
| Principal Securities, Inc. | 0.09% | Reduce -6.3% | 68,528 | $3.9M |
| American Century Companies Inc. | 0.00% | Add +3.5% | 64,088 | $3.7M |
| Quinn Opportunity Partners LLC | 0.26% | Add +66.5% | 62,600 | $3.6M |
| Williams Jones Wealth Management, LLC. | 0.04% | Add +1.6% | 62,580 | $3.6M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.2% | 62,413 | $3.6M |
| Gabelli Funds LLC | 0.03% | No change | 62,000 | $3.6M |
| Epiq Partners, LLC | 2.01% | Reduce -13.6% | 61,912 | $3.6M |
| Portland Investment Counsel Inc. | 0.89% | No change | 60,219 | $3.5M |
| Prescott Group Capital Management, L.L.C. | 0.47% | No change | 60,000 | $3.4M |
| First Trust Advisors LP | 0.00% | New | 59,938 | $3.4M |
| WCM Investment Management, LLC | 0.01% | Add +93.7% | 58,988 | $3.4M |
| Shell Asset Management Co. | 0.14% | No change | 56,703 | $3.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -12.7% | 56,576 | $3.3M |
| Capital Fund Management S.A. | 0.03% | New | 56,429 | $3.2M |
| Chicago Capital, LLC | 0.09% | No change | 56,363 | $3.2M |
| Guardian Wealth Management, Inc. | 2.21% | Reduce -2.7% | 56,344 | $3.2M |
| Shelter Mutual Insurance Co | 0.80% | No change | 56,131 | $3.2M |
| Investment Management Corp of Ontario | 0.11% | Reduce -12.4% | 55,975 | $3.2M |
| Tocqueville Asset Management L.P. | 0.05% | Add +7.5% | 55,442 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.8% | 55,137 | $3.2M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +1.3% | 54,771 | $3.1M |
| Mgo One Seven LLC | 0.12% | Add +9.4% | 54,375 | $3.1M |
| Jamison Private Wealth Management, Inc. | 0.46% | Add +0.1% | 54,450 | $3.1M |
| Capital International, Inc. | 0.04% | Reduce -13.4% | 52,828 | $3.0M |
| Metis Global Partners, LLC | 0.09% | Add +2.9% | 51,279 | $2.9M |
| Davidson Kahn Capital Management, LLC | 2.72% | — | 51,109 | $2.9M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -1.2% | 49,770 | $2.9M |
| Procyon Advisors, LLC | 0.18% | Reduce -0.8% | 48,012 | $2.8M |
| Carnegie Lake Advisors LLC | 1.10% | No change | 47,590 | $2.7M |
| Herold Advisors, Inc. | 0.59% | Reduce -4.1% | 47,284 | $2.7M |
| Concentric Capital Strategies, LP | 0.17% | New | 47,285 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +8.8% | 43,674 | $2.7M |
| Taylor Hoffman Capital Management LLC | 0.98% | No change | 46,790 | $2.7M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -21.6% | 46,751 | $2.7M |
| Allen Investment Management, LLC | 0.03% | No change | 46,719 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.7% | 46,670 | $2.7M |
| Needham Investment Management LLC | 0.21% | No change | 46,294 | $2.7M |
| Ancora Advisors LLC | 0.06% | Reduce -0.4% | 45,759 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -3.8% | 45,158 | $2.6M |
| Quantinno Capital Management LP | 0.03% | Add +67.1% | 44,759 | $2.6M |
| Roundview Capital LLC | 0.18% | Add +73.9% | 43,890 | $2.5M |
| Hikari Tsushin, Inc. | 0.18% | No change | 43,764 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.50% | Reduce -1.2% | 43,478 | $2.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.9% | 43,036 | $2.5M |
| Choreo, LLC | 0.04% | Add +28.3% | 42,850 | $2.5M |
| US Bancorp \de | 0.00% | Add +4.6% | 42,205 | $2.4M |
| Salvus Wealth Management, LLC | 1.54% | Reduce -1.0% | 42,071 | $2.4M |
| CenterBook Partners LP | 0.14% | Add +30.2% | 41,763 | $2.4M |
| Ritholtz Wealth Management | 0.07% | Add +9.7% | 41,532 | $2.4M |
| Carmel Capital Partners, LLC | 0.94% | Add +4.5% | 40,605 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -1.4% | 40,499 | $2.3M |
| Tandem Capital Management Corp. | 1.22% | Reduce -6.7% | 39,569 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -19.9% | 26,200 | $2.2M |
| Rathbones Group PLC | 0.01% | Reduce -0.5% | 37,302 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -50.2% | 36,914 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.1% | 36,899 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +0.1% | 36,776 | $2.1M |
| Fiduciary Trust Co | 0.03% | Add +1.0% | 35,953 | $2.1M |
| Northwest Financial Advisors | 1.71% | Reduce -0.4% | 35,953 | $2.1M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.41% | Reduce -1.9% | 35,920 | $2.1M |
| Whittier Trust Co. | 0.03% | Add +107.3% | 35,576 | $2.0M |
| Stamos Capital Partners, L.P. | 0.48% | Add +52.8% | 35,270 | $2.0M |
| Radnor Capital Management, LLC | 0.34% | Reduce -4.1% | 35,265 | $2.0M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -2.5% | 35,037 | $2.0M |
| PenderFund Capital Management Ltd. | 0.88% | No change | 23,740 | $2.0M |
| Fiera Capital Corp | 0.01% | Reduce -1.3% | 34,115 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | No change | 33,977 | $2.0M |
| Wulff, Hansen & Co. | 1.83% | No change | 33,631 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -4.5% | 33,554 | $1.9M |
| Manitou Investment Management Ltd. | 0.38% | No change | 33,366 | $1.9M |
| Connective Portfolio Management, LLC | 2.85% | New | 33,310 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 34,948 | $1.9M |
| Denali Advisors LLC | 0.20% | Add +1.1% | 32,550 | $1.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.09% | Add +0.2% | 32,472 | $1.9M |
| PDT Partners, LLC | 0.16% | Add +0.1% | 32,327 | $1.9M |
| AlTi Global, Inc. | 0.04% | Reduce -32.1% | 32,137 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.35% | No change | 32,107 | $1.8M |
| Trust Co. of Vermont | 0.09% | Reduce -10.0% | 32,008 | $1.8M |
| Everett Harris & Co. | 0.02% | No change | 31,970 | $1.8M |
| Algert Global LLC | 0.04% | Add +5.3% | 31,387 | $1.8M |
| SOL Capital Management CO | 0.20% | Add +0.1% | 30,566 | $1.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.27% | No change | 30,529 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -16.9% | 29,786 | $1.7M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -3.0% | 29,462 | $1.7M |
| Moseley Investment Management Inc. | 0.65% | No change | 28,785 | $1.7M |
| Capital Group Investment Management Pte. LTD. | 0.31% | No change | 28,715 | $1.6M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -2.0% | 28,668 | $1.6M |
| Pitcairn Co. | 0.10% | Add +8.9% | 28,444 | $1.6M |
| AE Wealth Management LLC | 0.01% | New | 28,195 | $1.6M |
| Nexus Investment Management ULC | 0.16% | Reduce -4.5% | 27,901 | $1.6M |
| Summit Financial, LLC | 0.06% | Add +622.4% | 27,508 | $1.6M |
| Koa Wealth Management, LLC | 1.29% | Reduce -18.4% | 27,450 | $1.6M |
| Parsons Capital Management Inc. | 0.08% | No change | 26,910 | $1.5M |
| &partners | 0.02% | Add +32.6% | 26,176 | $1.5M |
| Powell Investment Advisors, LLC | 0.69% | No change | 26,044 | $1.5M |
| Bridges Investment Management Inc. | 0.02% | Reduce -21.2% | 25,707 | $1.5M |
| Natixis | 0.01% | Add +138.2% | 25,519 | $1.5M |
| Gilbert & Cook, Inc. | 0.21% | Reduce -7.5% | 25,379 | $1.5M |
| Avalon Trust Co | 0.10% | Reduce -10.6% | 25,249 | $1.5M |
| Credit Agricole S A | 0.00% | No change | 25,158 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 24,805 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 24,748 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +3.9% | 24,208 | $1.4M |
| Princeton Global Asset Management LLC | 0.26% | Reduce -2.0% | 24,087 | $1.4M |
| Value Partners Investments Inc. | 0.78% | Reduce -13.2% | 23,957 | $1.4M |
| Global Endowment Management, LP | 0.17% | Add +8.9% | 23,797 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +426.7% | 23,700 | $1.4M |
| Lester Murray Antman dba SimplyRich | 0.39% | No change | 23,569 | $1.4M |
| Sowell Financial Services LLC | 0.07% | Reduce -1.7% | 23,082 | $1.3M |
| Norden Group LLC | 0.15% | Reduce -9.0% | 22,795 | $1.3M |
| AREX Capital Management, LP | 1.86% | Add +156.9% | 22,765 | $1.3M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 22,656 | $1.3M |
| Perpetual Ltd | 0.02% | No change | 22,656 | $1.3M |
| Hendershot Investments Inc. | 0.18% | No change | 22,567 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -0.3% | 22,557 | $1.3M |
| Balefire, LLC | 0.44% | Reduce -20.6% | 22,351 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.6% | 22,026 | $1.3M |
| Bray Capital Advisors | 0.34% | No change | 21,838 | $1.3M |
| Bristol Gate Capital Partners Inc. | 0.06% | Reduce -22.3% | 21,627 | $1.2M |
| Keybank National Association | 0.00% | Reduce -14.5% | 21,594 | $1.2M |
| Washington Trust Advisors, Inc. | 0.10% | No change | 21,558 | $1.2M |
| Plato Investment Management Ltd | 0.09% | Add +162.2% | 21,469 | $1.2M |
| Aigen Investment Management, LP | 0.22% | New | 21,405 | $1.2M |
| Rinkey Investments | 0.39% | Add +70.6% | 21,405 | $1.2M |
| Hemington Wealth Management | 0.31% | No change | 21,290 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -24.5% | 21,265 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.2% | 21,259 | $1.2M |
| Heritage Investors Management Corp. | 0.04% | No change | 21,063 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -7.5% | 20,760 | $1.2M |
| Round Rock Advisors LLC | 0.24% | No change | 20,475 | $1.2M |
| Fayez Sarofim & Co | 0.00% | New | 20,262 | $1.2M |
| Bingham Private Wealth, LLC | 1.22% | — | 19,937 | $1.1M |
| Lakewood Asset Management LLC | 0.78% | No change | 19,683 | $1.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.34% | Reduce -0.5% | 19,460 | $1.1M |
| Mirabella Financial Services LLP | 0.10% | New | 19,374 | $1.1M |
| Meketa Investment Group Inc. | 2.45% | — | 19,058 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -21.9% | 18,964 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -9.3% | 18,847 | $1.1M |
| Segment Wealth Management, LLC | 0.07% | No change | 18,272 | $1.0M |
| Waverly Advisors, LLC | 0.02% | Add +93.4% | 17,686 | $1.0M |
| Clearstead Trust, LLC | 0.22% | Reduce -0.0% | 17,599 | $1.0M |
| Caprock Group, LLC | 0.03% | Add +41.6% | 17,466 | $1.0M |
| XTX Topco Ltd | 0.08% | New | 17,388 | $999K |
| Lido Advisors, LLC | 0.01% | Add +3.8% | 17,143 | $985K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 16,616 | $955K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.2% | 16,616 | $955K |
| Portside Wealth Group, LLC | 0.16% | Reduce -16.8% | 16,584 | $953K |
| First Pacific Financial | 0.22% | Reduce -3.1% | 16,397 | $942K |
| Corus Family Wealth Advisors | 0.63% | Add +0.6% | 16,374 | $941K |
| CW Advisors, LLC | 0.01% | Reduce -24.9% | 16,318 | $937K |
| Glenmede Trust Co. NA | 0.00% | Reduce -47.9% | 16,279 | $935K |
| New York State Common Retirement Fund | 0.00% | New | 15,880 | $912K |
| Advisory Services Network, LLC | 0.02% | Reduce -42.5% | 15,820 | $909K |
| Cornerstone Advisory, LLC | 0.10% | New | 14,830 | $903K |
| Vise Technologies, Inc. | 0.08% | Add +83.7% | 15,717 | $903K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -9.1% | 15,706 | $902K |
| Compass Ion Advisors, LLC | 0.11% | No change | 16,653 | $900K |
| Strata Wealth Advisors, LLC | 0.28% | No change | 15,642 | $899K |
| Apollon Wealth Management, LLC | 0.02% | Add +2.2% | 15,598 | $896K |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.9% | 15,198 | $873K |
| Verition Fund Management LLC | 0.00% | Reduce -68.4% | 15,053 | $865K |
| Geneos Wealth Management Inc. | 0.03% | New | 15,043 | $864K |
| Avenir Corp. | 0.09% | No change | 15,000 | $862K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +50.0% | 14,972 | $860K |
| Intellectus Partners, LLC | 0.19% | No change | 14,923 | $857K |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +5.1% | 14,922 | $857K |
| Candriam S.C.A. | 0.00% | No change | 14,609 | $839K |
| Burling Wealth Partners, LLC | 0.17% | — | 14,355 | $825K |
| Sage Investment Counsel LLC | 1.05% | — | 14,088 | $809K |
| Compound Planning, Inc. | 0.04% | Add +15.5% | 13,999 | $804K |
| Qtron Investments LLC | 0.11% | No change | 13,814 | $794K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 13,513 | $776K |
| Baker Tilly Wealth Management, LLC | 0.30% | Reduce -2.6% | 13,467 | $774K |
| Lincoln Capital LLC | 0.16% | Reduce -3.6% | 13,360 | $768K |
| Curi Capital, LLC | 0.02% | Add +0.0% | 13,292 | $764K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -54.2% | 13,157 | $756K |
| Callan Family Office, LLC | 0.05% | Add +21.1% | 13,088 | $752K |
| Duncan Williams Asset Management, LLC | 0.29% | Reduce -2.4% | 13,030 | $749K |
| Moors & Cabot, Inc. | 0.04% | Reduce -4.2% | 13,011 | $747K |
| Heron Bay Capital Management | 0.15% | Reduce -0.1% | 12,908 | $742K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -12.3% | 12,906 | $742K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -3.8% | 12,760 | $733K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -15.0% | 12,540 | $720K |
| Midland Wealth Advisors, LLC | 0.04% | No change | 12,460 | $716K |
| Pacer Advisors, Inc. | 0.00% | Add +0.8% | 12,348 | $709K |
| Icon Wealth Advisors, LLC | 0.06% | Add +11.7% | 12,117 | $696K |
| D.A. Davidson & Co. | 0.01% | New | 12,087 | $694K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +89.3% | 12,035 | $691K |
| HUB Investment Partners, LLC | 0.03% | New | 12,001 | $689K |
| Quadcap Wealth Management, LLC | 0.10% | Add +1.3% | 11,892 | $683K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.0% | 11,826 | $679K |
| Prudential PLC | 0.00% | Add +29.2% | 11,756 | $675K |
| TT Capital Management LLC | 0.54% | — | 11,700 | $674K |
| TBH Global Asset Management, LLC | 0.16% | New | 11,593 | $666K |
| Scientech Research LLC | 0.19% | New | 11,414 | $656K |
| Douglas Lane & Associates, LLC | 0.01% | Add +28.8% | 11,305 | $649K |
| Gsa Capital Partners LLP | 0.05% | New | 11,200 | $643K |
| Apexium Financial, LP | 0.04% | Reduce -7.3% | 11,161 | $641K |
| Meixler Investment Management, Ltd. | 0.47% | Reduce -1.5% | 11,109 | $638K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -50.3% | 11,082 | $637K |
| Wealthspire Advisors, LLC | 0.01% | Add +4.2% | 10,994 | $632K |
| Strategic Wealth Partners, Ltd. | 0.05% | Add +1.7% | 10,229 | $618K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +149.4% | 10,724 | $616K |
| Meritage Portfolio Management | 0.04% | No change | 10,617 | $610K |
| Pembroke Management, LTD | 0.08% | No change | 7,339 | $606K |
| Next Capital Management LLC | 0.25% | New | 10,534 | $605K |
| PFG Investments, LLC | 0.04% | Add +3.5% | 10,379 | $596K |
| Mattern Wealth Management LLC | 0.13% | Reduce -1.6% | 10,314 | $593K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 9,942 | $589K |
| Garrison Point Advisors, LLC | 0.28% | No change | 10,125 | $582K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -13.6% | 10,069 | $578K |
| Cwm, LLC | 0.00% | Reduce -6.8% | 10,049 | $577K |
| Hikari Power Ltd | 0.05% | No change | 10,000 | $575K |
| Glenview Trust Co | 0.01% | No change | 10,006 | $575K |
| Corsair Capital Management, L.P. | 0.12% | No change | 10,000 | $575K |
| Fisher Asset Management | 0.00% | Add +2.6% | 9,873 | $567K |
| Bensler, LLC | 0.07% | No change | 9,870 | $567K |
| Independent Advisor Alliance | 0.01% | Add +2.9% | 9,856 | $566K |
| Tenon Financial LLC | 0.36% | New | 9,788 | $563K |
| Family Manage LLC | 0.09% | New | 9,797 | $563K |
| Syon Capital LLC | 0.05% | Reduce -0.9% | 9,778 | $562K |
| CRA Financial Services, LLC | 0.09% | No change | 9,550 | $549K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +73.7% | 9,535 | $548K |
| Financial Perspectives, Inc | 0.18% | No change | 9,494 | $545K |
| GoalVest Advisory LLC | 0.15% | No change | 9,484 | $545K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.6% | 9,450 | $543K |
| HRT Financial LP | 0.00% | Add +123.2% | 9,365 | $538K |
| Legacy Financial Advisors, Inc. | 0.09% | Add +4.4% | 9,306 | $535K |
| Anchor Investment Management, LLC | 0.05% | No change | 9,169 | $527K |
| IHT Wealth Management, LLC | 0.02% | Reduce -17.6% | 9,101 | $523K |
| Wolverine Asset Management LLC | 0.04% | No change | 8,995 | $517K |
| Tuttle Capital Management, LLC | 2.60% | Add +34.8% | 8,807 | $506K |
| Composition Wealth, LLC | 0.01% | Reduce -25.3% | 8,607 | $494K |
| Firethorn Wealth Partners, LLC | 0.24% | Add +0.0% | 8,500 | $488K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.0% | 8,496 | $488K |
| Roehl & Yi Investment Advisors, LLC | 0.27% | — | 8,482 | $487K |
| M&T Bank Corp | 0.00% | Add +0.1% | 8,466 | $486K |
| Kraematon Investment Advisors, Inc. | 0.48% | Add +0.0% | 8,439 | $485K |
| Signaturefd, LLC | 0.01% | Add +51.3% | 8,409 | $483K |
| 4J Wealth Management LLC | 0.39% | No change | 8,362 | $480K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +13.7% | 8,354 | $480K |
| Jones Financial Companies LLLP | 0.00% | Add +55.4% | 8,263 | $475K |
| Fortis Advisors, LLC | 0.31% | No change | 8,250 | $474K |
| Lindbrook Capital, LLC | 0.04% | Add +10.1% | 8,198 | $471K |
| RE Dickinson Investment Advisors, LLC | 0.40% | Add +0.2% | 8,173 | $470K |
| Susquehanna International Group, LLP | 0.00% | Add +50.9% | 8,063 | $463K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -11.7% | 8,050 | $462K |
| Commerce Bank | 0.00% | No change | 7,994 | $459K |
| Modern Wealth Management, LLC | 0.02% | New | 7,968 | $458K |
| Bordeaux Wealth Advisors LLC | 0.07% | No change | 7,932 | $456K |
| Simon Quick Advisors, LLC | 0.03% | New | 7,815 | $449K |
| Davis-Rea LTD. | 0.23% | Reduce -30.7% | 7,785 | $446K |
| Legacy Private Trust Co. | 0.03% | Reduce -7.6% | 7,760 | $446K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.0% | 7,703 | $443K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -15.3% | 7,680 | $440K |
| Intrust Bank NA | 0.04% | Add +14.6% | 7,641 | $439K |
| Carbahal Olsen Financial Services Group, LLC | 0.40% | — | 7,629 | $438K |
| AQR Capital Management | 0.00% | Add +36.7% | 7,502 | $431K |
| Regions Financial Corp. | 0.00% | Reduce -55.7% | 7,490 | $430K |
| Frisch Financial Group, Inc. | 0.13% | No change | 7,458 | $428K |
| Alliance Wealth Advisors, LLC | 0.11% | Reduce -18.0% | 7,415 | $426K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -0.2% | 7,377 | $424K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 7,336 | $421K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -10.1% | 7,099 | $421K |
| Cross Staff Investments Inc | 0.29% | Reduce -1.7% | 7,291 | $419K |
| Trust Co. of Oklahoma | 0.13% | No change | 7,235 | $416K |
| Bailard, Inc. | 0.01% | No change | 7,217 | $415K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.2% | 7,210 | $414K |
| Skba Capital Management LLC | 0.07% | Reduce -4.0% | 7,184 | $413K |
| Checchi Capital Advisers, LLC | 0.03% | Add +0.8% | 7,166 | $412K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,165 | $412K |
| Nwam LLC | 0.02% | Add +0.1% | 6,958 | $400K |
| Hanson & Doremus Investment Management | 0.06% | No change | 6,951 | $399K |
| Westwood Holdings Group Inc. | 0.00% | No change | 6,921 | $398K |
| Catalina Capital Group, LLC | 0.13% | Add +0.7% | 6,919 | $397K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +1.8% | 6,857 | $394K |
| Meadow Creek Wealth Advisors LLC | 0.28% | Reduce -9.9% | 6,757 | $388K |
| BBR Partners, LLC | 0.03% | Reduce -31.8% | 6,750 | $388K |
| GenTrust, LLC | 0.02% | Add +7.9% | 6,678 | $384K |
| Plan A Wealth LLC | 0.35% | — | 6,670 | $383K |
| Colonial Trust Co / SC | 0.06% | Add +22.5% | 6,630 | $381K |
| ICONIQ Capital, LLC | 0.01% | Add +49.8% | 6,621 | $380K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -4.5% | 6,452 | $371K |
| Ieq Capital, LLC | 0.00% | Add +7.7% | 6,434 | $370K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -76.7% | 6,421 | $369K |
| Canandaigua National Trust Co of Florida | 0.29% | New | 6,412 | $368K |
| Griffin Asset Management, Inc. | 0.04% | Add +0.1% | 6,371 | $366K |
| Rhumbline Advisers | 0.00% | Reduce -3.6% | 6,355 | $365K |
| Leonteq Securities AG | 0.04% | Add +3.4% | 6,354 | $365K |
| Callan Capital, LLC | 0.03% | Reduce -19.4% | 6,338 | $364K |
| NFJ Investment Group, LLC | 0.01% | Reduce -27.0% | 6,310 | $363K |
| Greenleaf Trust | 0.00% | No change | 6,233 | $358K |
| Mediolanum International Funds Ltd | 0.00% | New | 6,255 | $357K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 6,216 | $357K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 6,119 | $352K |
| waypoint wealth counsel | 0.23% | No change | 6,104 | $351K |
| Stephens Inc. | 0.00% | Reduce -10.2% | 6,070 | $349K |
| Veltria Advisors Corp. | 0.14% | Reduce -12.9% | 6,038 | $347K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -56.2% | 5,994 | $344K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.3% | 5,975 | $343K |
| Catalyst Financial Partners LLC | 0.06% | No change | 5,969 | $343K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -11.8% | 6,215 | $341K |
| Van Eck Associates Corp. | 0.00% | New | 5,931 | $341K |
| Cortland Associates Inc. | 0.04% | No change | 5,922 | $340K |
| Gould Asset Management LLC | 0.07% | No change | 5,897 | $339K |
| AMG National Trust Bank | 0.01% | Reduce -11.0% | 5,771 | $332K |
| UMB Bank, n.a. | 0.01% | Reduce -24.0% | 5,721 | $329K |
| Pure Financial Advisors, LLC | 0.01% | No change | 5,703 | $328K |
| Tidal Investments LLC | 0.00% | New | 5,667 | $326K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 5,642 | $324K |
| Joel Isaacson & Co., LLC | 0.01% | Add +5.3% | 5,625 | $323K |
| Whalerock Point Partners, LLC | 0.08% | No change | 5,619 | $323K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.3% | 5,583 | $321K |
| Guerra Pan Advisors, LLC | 0.23% | New | 5,581 | $321K |
| Allianz SE | 0.01% | New | 5,558 | $319K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,494 | $316K |
| Prospera Financial Services Inc | 0.01% | Add +6.4% | 5,455 | $313K |
| Walker Asset Management, LLC | 0.19% | No change | 5,435 | $312K |
| Vident Advisory, LLC | 0.01% | Add +35.9% | 5,404 | $310K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -9.3% | 5,370 | $309K |
| Forum Financial Management, LP | 0.01% | No change | 5,311 | $305K |
| Ascentis Independent Advisors | 0.06% | Reduce -43.2% | 5,307 | $305K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,304 | $305K |
| Huntington National Bank | 0.00% | Reduce -3.0% | 5,280 | $303K |
| Boston Trust Walden Corp | 0.00% | Add +3.0% | 5,214 | $300K |
| HM Payson & Co. | 0.01% | No change | 5,200 | $299K |
| Cable Hill Partners, LLC | 0.03% | No change | 5,150 | $296K |
| Washburn Capital Management, Inc. | 0.18% | New | 5,125 | $294K |
| Gibbs Wealth Management | 0.08% | Reduce -3.3% | 5,120 | $294K |
| Evergreen Capital Management LLC | 0.01% | Add +18.6% | 5,096 | $293K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | No change | 5,062 | $291K |
| PDS Planning, Inc | 0.03% | Reduce -2.8% | 5,044 | $290K |
| Financial Security Advisor, Inc. | 0.07% | No change | 4,993 | $287K |
| Essex Bank | 0.07% | Reduce -0.8% | 4,982 | $286K |
| Bfsg, LLC | 0.03% | Reduce -0.8% | 4,973 | $286K |
| Permanent Capital Management, LP | 0.09% | — | 4,919 | $283K |
| Autumn Glory Partners, LLC | 0.14% | Reduce -54.4% | 4,890 | $281K |
| SG Americas Securities, LLC | 0.00% | Reduce -19.4% | 4,867 | $280K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -48.7% | 4,839 | $278K |
| Templeton & Phillips Capital Management, LLC | 0.22% | Reduce -86.6% | 4,777 | $274K |
| Cary Street Partners Financial LLC | 0.01% | — | 4,745 | $273K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,733 | $272K |
| Keebeck Wealth Management | 0.04% | No change | 4,677 | $269K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.3% | 4,675 | $269K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.0% | 4,629 | $266K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.6% | 4,605 | $265K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,575 | $263K |
| Opal Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 4,565 | $262K |
| Verity & Verity, LLC | 0.02% | No change | 4,560 | $262K |
| Values Added Financial LLC | 0.15% | No change | 4,500 | $259K |
| New England Professional Planning Group Inc. | 0.13% | No change | 4,500 | $259K |
| TAGStone Capital, Inc. | 0.13% | No change | 4,455 | $256K |
| Citizens Financial Group Inc. | 0.00% | Add +5.8% | 4,350 | $250K |
| Addison Advisors LLC | 0.07% | No change | 4,342 | $249K |
| Sivia Capital Partners, LLC | 0.12% | Reduce -1.4% | 4,336 | $249K |
| Haverford Trust Co | 0.00% | Add +4.7% | 4,308 | $247K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 4,297 | $247K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,272 | $245K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | New | 4,145 | $238K |
| Kovack Advisors, Inc. | 0.02% | Add +0.1% | 4,143 | $238K |
| Shufro Rose & Co. LLC | 0.02% | New | 4,130 | $237K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.7% | 4,082 | $237K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,099 | $236K |
| Capital A Wealth Management, LLC | 0.39% | — | 4,087 | $235K |
| QRG Capital Management, Inc. | 0.00% | New | 4,077 | $234K |
| Laurus Global Equity Management Inc. | 0.12% | No change | 4,050 | $233K |
| Wedmont Private Capital | 0.01% | Reduce -25.8% | 4,237 | $233K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.2% | 4,038 | $232K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 4,037 | $232K |
| Net Worth Advisory Group | 0.07% | New | 4,031 | $232K |
| West Family Investments, Inc. | 0.08% | New | 4,026 | $231K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 4,015 | $231K |
| Biltmore Family Office, LLC | 0.04% | No change | 4,000 | $230K |
| Malaga Cove Capital, LLC | 0.09% | No change | 3,809 | $219K |
| Global Retirement Partners, LLC | 0.01% | Add +18.6% | 3,801 | $218K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,783 | $217K |
| Lake Street Advisors Group, LLC | 0.01% | New | 3,654 | $210K |
| SVB Wealth LLC | 0.00% | New | 3,653 | $210K |
| First Western Trust Bank | 0.01% | Reduce -11.7% | 3,619 | $208K |
| Brave Asset Management Inc. | 0.07% | New | 3,600 | $207K |
| Harbour Investments, Inc. | 0.01% | No change | 3,589 | $206K |
| Wealth Management Strategies, Inc. | 0.16% | — | 3,582 | $206K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 3,578 | $206K |
| Canvas Wealth Advisors, LLC | 0.05% | New | 3,576 | $205K |
| Virtu Financial LLC | 0.01% | Reduce -9.9% | 3,572 | $205K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 3,557 | $204K |
| NorthRock Partners, LLC | 0.01% | Reduce -26.9% | 3,552 | $204K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 3,543 | $204K |
| Quent Capital, LLC | 0.02% | Add +0.1% | 3,534 | $203K |
| Carnegie Investment Counsel | 0.01% | New | 3,499 | $201K |
| Beach Investment Counsel Inc. | 0.03% | No change | 3,500 | $201K |
| Cromwell Holdings LLC | 0.12% | No change | 3,473 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.7% | 3,357 | $193K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 3,293 | $189K |
| Pin Oak Investment Advisors Inc. | 0.17% | No change | 3,549 | $189K |
| Lummis Asset Management, LP | 0.23% | No change | 3,211 | $184K |
| State of Wyoming | 0.02% | Reduce -50.6% | 3,189 | $183K |
| Park Place Capital Corp | 0.05% | Reduce -4.2% | 3,027 | $174K |
| Macquarie Group Ltd. | 0.00% | No change | 2,900 | $166K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -28.8% | 2,851 | $163K |
| Grayhawk Investment Strategies Inc. | 0.31% | New | 2,797 | $161K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.5% | 2,579 | $148K |
| Atlatl Advisers LLC | 0.09% | — | 2,559 | $147K |
| Mountain Hill Investment Partners Corp. | 0.14% | — | 2,390 | $137K |
| Chesapeake Asset Management LLC | 0.13% | No change | 2,390 | $137K |
| Investment Research & Advisory Group, Inc. | 0.05% | No change | 2,250 | $129K |
| American National Bank & Trust | 0.01% | New | 2,250 | $129K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +24.8% | 2,175 | $128K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 2,193 | $126K |
| Spire Wealth Management | 0.00% | New | 2,024 | $116K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +23.1% | 1,970 | $113K |
| GAMMA Investing LLC | 0.01% | Add +85.5% | 1,957 | $112K |
| Allworth Financial LP | 0.00% | Add +0.9% | 1,874 | $110K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,882 | $108K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -43.4% | 1,871 | $107K |
| Rosenberg Matthew Hamilton | 0.03% | Add +4.0% | 1,804 | $104K |
| Parallel Advisors, LLC | 0.00% | Add +65.4% | 1,801 | $103K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,685 | $97K |
| Empirical Asset Management, LLC | 0.03% | New | 96,282 | $96K |
| Briaud Financial Planning Inc | 0.04% | No change | 1,624 | $93K |
| Pittenger & Anderson Inc. | 0.00% | Add +14.9% | 1,563 | $90K |
| Wintrust Investments LLC | 0.08% | Reduce -23.6% | 1,557 | $89K |
| Community Bank, N.A. | 0.01% | No change | 1,528 | $88K |
| Berbice Capital Management LLC | 0.06% | — | 1,400 | $80K |
| Coastline Trust Co | 0.01% | No change | 1,400 | $80K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 844 | $77K |
| Colonial Trust Advisors | 0.01% | Reduce -46.9% | 1,244 | $71K |
| Oarsman Capital, Inc. | 0.01% | Reduce -9.2% | 1,221 | $70K |
| Johnson Financial Group, Inc. | 0.00% | Add +40.5% | 1,103 | $68K |
| Hilltop National Bank | 0.02% | Reduce -3.2% | 1,169 | $67K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,159 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -7.3% | 1,086 | $62K |
| Ameriflex Group, Inc. | 0.03% | — | 1,001 | $61K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,040 | $57K |
| Albion Financial Group | 0.00% | New | 1,000 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +29.6% | 969 | $56K |
| Quadrant Capital Group LLC | 0.00% | Add +8.0% | 959 | $55K |
| Continuum Advisory, LLC | 0.01% | No change | 956 | $55K |
| Promus Capital, LLC | 0.04% | — | 951 | $55K |
| Private Trust Co. NA | 0.01% | Add +4.5% | 929 | $53K |
| TCTC Holdings, LLC | 0.00% | No change | 925 | $53K |
| Transce3nd, LLC | 0.02% | — | 895 | $51K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 865 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -72.9% | 851 | $49K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 800 | $46K |
| Toth Financial Advisory Corp. | 0.01% | No change | 800 | $46K |
| GeoWealth Management, LLC | 0.00% | Add +3.3% | 794 | $46K |
| FSA Wealth Management LLC | 0.02% | No change | 788 | $45K |
| Kings Path Partners LLC | 0.02% | No change | 752 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Add +164.0% | 726 | $42K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 690 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 675 | $39K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 656 | $38K |
| Delta Asset Management LLC | 0.00% | No change | 624 | $36K |
| AdvisorNet Financial, Inc | 0.00% | No change | 614 | $35K |
| Manchester Capital Management LLC | 0.00% | No change | 563 | $32K |
| Compass Planning Associates Inc | 0.03% | — | 514 | $30K |
| CoreCap Advisors, LLC | 0.00% | New | 500 | $29K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 498 | $29K |
| Truvestments Capital LLC | 0.01% | No change | 436 | $25K |
| Aspetuck Financial Management LLC | 0.02% | — | 421 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 394 | $23K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 391 | $22K |
| Fortis Group Advisors, LLC | 0.00% | No change | 337 | $19K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +13.2% | 326 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 325 | $19K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 321 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 312 | $18K |
| Blue Trust, Inc. | 0.00% | Reduce -84.3% | 309 | $18K |
| IFP Advisors, Inc | 0.00% | Add +150.4% | 308 | $18K |
| Costello Asset Management, INC | 0.01% | No change | 307 | $18K |
| Financial Management Professionals, Inc. | 0.00% | Add +14.6% | 298 | $17K |
| Golden State Wealth Management, LLC | 0.00% | — | 296 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.9% | 296 | $17K |
| POM Investment Strategies, LLC | 0.01% | No change | 284 | $16K |
| Larson Financial Group LLC | 0.00% | New | 270 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 264 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 250 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -13.7% | 259 | $15K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 237 | $14K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 233 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 232 | $13K |
| Accent Capital Management, LLC | 0.01% | No change | 225 | $13K |
| Gen-Wealth Partners Inc | 0.01% | No change | 217 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 213 | $12K |
| Sierra Ocean, LLC | 0.01% | — | 206 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | — | 192 | $11K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 195 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | — | 177 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 168 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.4% | 166 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 159 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -96.9% | 157 | $9K |
| Eastern Bank | 0.00% | No change | 151 | $9K |
| Towne Trust Company, N.A | 0.00% | No change | 150 | $9K |
| Ridgewood Investments LLC | 0.00% | Add +238.1% | 142 | $8K |
| Bogart Wealth, LLC | 0.00% | New | 138 | $8K |
| SouthState Bank Corp | 0.00% | New | 135 | $8K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -10.4% | 129 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -30.4% | 128 | $7K |
| SRH Advisors, LLC | 0.00% | No change | 127 | $7K |
| First PREMIER Bank | 0.00% | No change | 121 | $7K |
| Penserra Capital Management LLC | 0.00% | No change | 129 | $7K |
| Birchbrook, Inc. | 0.00% | No change | 127 | $7K |
| Decker Retirement Planning Inc. | 0.00% | — | 117 | $7K |
| Zions Bancorporation, N.A. | 0.00% | No change | 117 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 115 | $7K |
| JCIC Asset Management Inc. | 0.00% | New | 113 | $6K |
| Assetmark, Inc. | 0.00% | Add +1237.5% | 107 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 94 | $6K |
| Sittner & Nelson, LLC | 0.00% | Add +394.4% | 89 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 83 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 79 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 75 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $4K |
| NewSquare Capital LLC | 0.00% | New | 63 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 61 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 59 | $3K |
| Mather Group, Llc. | 0.00% | Add +1325.0% | 57 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 55 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 57 | $3K |
| FLP Wealth Management, LLC | 0.01% | — | 51 | $3K |
| Fairman Group, LLC | 0.00% | Reduce -50.0% | 50 | $3K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 48 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 45 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 45 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 41 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $2K |
| Aventura Private Wealth, LLC | 0.00% | — | 28 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -20.6% | 27 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 25 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 20 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 19 | $1K |
| Lanark Financial, Inc. | 0.10% | — | 19 | $1K |
| Contravisory Investment Management, Inc. | 0.00% | New | 18 | $1K |
| Covestor Ltd | 0.00% | Add +22.2% | 22 | $1K |
| New Millennium Group LLC | 0.00% | No change | 13 | $747 |
| Sound Income Strategies, LLC | 0.00% | No change | 11 | $632 |
| Horizon Financial Services, LLC | 0.00% | New | 10 | $575 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $288 |
| Salem Investment Counselors Inc. | 0.00% | New | 5 | $288 |
| High Note Wealth, LLC | 0.00% | New | 5 | $287 |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $287 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $217 |
| Sachetta, LLC | 0.00% | New | 1 | $84 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is BN's weight in each manager's 13F, not the share of Brookfield Corp. the manager owns.