BrookfieldBN
13F holders, Q1 2025 (March 31)819holders −4
65new positions
66sold out
13famous investors
$52.42avg. 13F price*
At the end of Q1 2025, 819 institutions reported holding Brookfield Corp. (BN) in their 13F filings, down 4 from Q4 2024. 65 opened new positions and 66 sold out. The largest holders were Partners Value Investments L.P. ($6.3B), Royal Bank of Canada ($4.2B) and Capital World Investors ($3.4B). 13 famous investors held it, including Bill Ackman (18.0% of Pershing Square's portfolio), Chuck Akre (9.6% of Akre Capital Management's portfolio) and Tom Gayner (4.1% of Markel Group's portfolio).
- Company
- Brookfield Corp.
- CUSIP
- 11271J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $71.5M |
| Exits | 66 | $316.1M |
All 13F filers, Q4 2024 → Q1 2025: 35,198,456 shares bought and 49,970,034 shares sold, net −14,771,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| Partners Value Investments L.P. | 75.47% | Reduce -0.0% | 120,937,304 | $6.3B |
| Royal Bank of Canada | 0.94% | Reduce -3.9% | 80,242,034 | $4.2B |
| Capital World Investors | 0.56% | Add +10.7% | 65,343,279 | $3.4B |
| Vanguard Group Inc. | 0.06% | Add +1.6% | 60,892,877 | $3.2B |
| Principal Financial Group Inc. | 1.49% | Reduce -3.3% | 50,559,329 | $2.6B |
| Bank of Montreal | 1.32% | Reduce -5.6% | 47,000,251 | $2.5B |
| Pershing Square | 18.01% | Add +17.5% | 41,004,657 | $2.1B |
| Brookfield Corp | 2.15% | No change | 30,965,748 | $1.6B |
| TD Asset Management Inc | 1.18% | Add +1.5% | 24,584,311 | $1.3B |
| 1832 Asset Management L.P. | 1.93% | Reduce -12.9% | 19,340,194 | $1.0B |
| Akre Capital Management | 9.62% | Add +0.7% | 19,094,021 | $1.0B |
| National Bank of Canada | 1.17% | Reduce -0.9% | 19,044,117 | $995.8M |
| FIL Ltd | 0.87% | Reduce -13.6% | 17,582,527 | $920.1M |
| Norges Bank | 0.13% | Add +1.5% | 17,215,237 | $901.4M |
| First Manhattan Co. Llc. | 2.56% | Reduce -1.0% | 16,732,379 | $875.7M |
| Mackenzie Financial Corp. | 1.20% | Reduce -4.0% | 16,069,343 | $841.0M |
| JARISLOWSKY, FRASER Ltd | 5.20% | Reduce -13.4% | 15,845,435 | $829.1M |
| CIBC Asset Management Inc | 2.60% | Add +5.3% | 14,932,461 | $783.1M |
| Bank of Nova Scotia | 1.39% | Reduce -0.2% | 11,707,143 | $613.1M |
| Cibc World Market Inc. | 1.39% | Add +4.5% | 11,615,721 | $608.8M |
| FMR LLC | 0.03% | Reduce -5.9% | 9,478,567 | $496.4M |
| Geode Capital Management, LLC | 0.04% | Add +14.5% | 9,111,744 | $483.6M |
| Soroban Capital Partners LP | 6.74% | Reduce -11.3% | 9,116,371 | $477.8M |
| DAVENPORT & Co LLC | 2.81% | Reduce -3.6% | 9,097,024 | $474.8M |
| Markel Group | 4.06% | No change | 8,715,741 | $456.8M |
| Federation des caisses Desjardins du Quebec | 2.20% | Reduce -0.0% | 8,511,882 | $444.4M |
| Goldman Sachs Group Inc. | 0.08% | Add +83.3% | 7,699,178 | $403.5M |
| Bank of America Corp. | 0.03% | Add +25.6% | 7,286,430 | $381.9M |
| Legal & General Group Plc | 0.10% | Add +1.3% | 7,264,422 | $380.2M |
| Scotia Capital Inc. | 1.94% | Add +1.3% | 6,946,261 | $362.5M |
| Morgan Stanley | 0.02% | Add +0.2% | 6,581,069 | $344.9M |
| Manufacturers Life Insurance Company, The | 0.31% | Reduce -48.1% | 6,155,418 | $323.3M |
| Regents of the University of California | 66.98% | Add +123.1% | 5,986,137 | $313.7M |
| Toronto Dominion Bank | 0.79% | Add +4.0% | 5,862,063 | $306.8M |
| JPMorgan Chase & Co. | 0.02% | Add +8.6% | 5,478,367 | $287.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.24% | Reduce -16.5% | 5,436,314 | $284.5M |
| EdgePoint Investment Group Inc. | 2.31% | Reduce -33.5% | 5,431,759 | $284.3M |
| Beutel, Goodman & Co Ltd. | 1.57% | Reduce -11.1% | 5,211,934 | $272.7M |
| Neuberger Berman Group LLC | 0.22% | Reduce -12.4% | 4,953,477 | $259.6M |
| Bessemer Group Inc. | 0.46% | Add +0.1% | 4,841,743 | $253.8M |
| Baillie Gifford & Co. | 0.22% | Add +31.0% | 4,816,082 | $252.4M |
| Aristotle Capital Management, LLC | 0.47% | Reduce -6.0% | 4,489,619 | $235.1M |
| Alberta Investment Management Corp | 1.68% | Add +2.9% | 4,458,782 | $233.3M |
| Third Point | 3.54% | Reduce -15.0% | 4,240,000 | $222.2M |
| Select Equity Group, L.P. | 0.90% | Reduce -52.6% | 3,840,414 | $201.0M |
| Cooke & Bieler LP | 2.01% | Reduce -0.6% | 3,828,883 | $200.7M |
| Invesco Ltd. | 0.04% | Reduce -9.1% | 3,795,203 | $198.9M |
| TD Waterhouse Canada Inc. | 1.53% | Reduce -2.0% | 3,506,119 | $187.1M |
| Scharf Investments, LLC | 5.58% | Reduce -14.3% | 3,524,927 | $184.7M |
| Wells Fargo & Company | 0.04% | Add +7.5% | 3,172,271 | $166.3M |
| Corient Private Wealth LP | 0.27% | Reduce -5.3% | 3,151,361 | $165.2M |
| CI Investments Inc. | 0.69% | Reduce -3.6% | 3,104,351 | $162.7M |
| Check Capital Management Inc. | 10.20% | Reduce -0.1% | 2,994,015 | $156.9M |
| Canada Pension Plan Investment Board | 0.14% | Add +9.5% | 2,813,003 | $147.2M |
| Fenimore Asset Management Inc | 2.88% | Reduce -0.2% | 2,597,502 | $136.1M |
| Massachusetts Financial Services Co. | 0.04% | Add +1.2% | 2,524,840 | $132.3M |
| Bank of New York Mellon Corp | 0.03% | Add +1.0% | 2,466,685 | $129.3M |
| Addenda Capital Inc. | 4.66% | Reduce -8.3% | 1,671,698 | $125.9M |
| Novo Holdings A/S | 9.29% | Reduce -16.7% | 2,330,830 | $122.2M |
| OMERS ADMINISTRATION Corp | 1.06% | No change | 2,317,789 | $121.5M |
| Agf Management Ltd. | 0.63% | Add +20.1% | 2,274,117 | $119.5M |
| Cardinal Capital Management, Inc. | 3.93% | Reduce -2.6% | 2,210,174 | $115.7M |
| Mufg Securities (canada), LTD. | 3.99% | Reduce -0.1% | 2,188,079 | $114.5M |
| Ameriprise Financial Inc. | 0.03% | Add +0.8% | 2,124,359 | $113.0M |
| Clearbridge Investments, LLC | 0.10% | Reduce -4.5% | 2,122,819 | $111.3M |
| CIBC Private Wealth Group LLC | 0.23% | Add +2.6% | 2,472,005 | $110.5M |
| Baron Capital (BAMCO) | 0.31% | Reduce -15.7% | 2,016,864 | $105.7M |
| McDonald Capital Investors Inc. | 6.62% | Reduce -1.0% | 2,002,483 | $105.0M |
| UBS Group AG | 0.02% | Reduce -3.0% | 2,002,028 | $104.9M |
| Cannell & Spears LLC | 2.16% | Reduce -3.5% | 1,916,061 | $100.4M |
| Deutsche Bank AG | 0.04% | Add +9.6% | 1,887,384 | $98.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +18.5% | 1,814,632 | $95.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -11.1% | 1,732,283 | $90.8M |
| Dixon Mitchell Investment Counsel Inc. | 3.95% | Add +3.5% | 1,673,701 | $87.6M |
| Guardian Capital LP | 3.42% | Reduce -11.8% | 1,661,484 | $86.9M |
| Caisse de depot et placement du Quebec | 0.18% | Reduce -23.8% | 1,656,576 | $86.7M |
| Northern Trust Corp. | 0.01% | Add +15.3% | 1,650,560 | $86.5M |
| Marathon Asset Management Ltd | 2.55% | Reduce -2.4% | 1,595,107 | $83.5M |
| Stifel Financial Corp. | 0.09% | Add +0.4% | 1,576,000 | $82.6M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 6.01% | Add +2.5% | 1,550,275 | $81.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.49% | Add +142.0% | 1,530,509 | $80.1M |
| Sather Financial Group Inc | 5.03% | Reduce -3.5% | 1,469,737 | $77.0M |
| Bruni J V & Co. | 8.89% | Reduce -1.0% | 1,460,204 | $76.5M |
| Aviso Financial Inc. | 3.51% | Reduce -9.6% | 1,361,240 | $71.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.6% | 1,346,580 | $70.6M |
| M&G PLC | 0.45% | Add +5.3% | 1,320,956 | $68.7M |
| Zurich Insurance Group Ltd | 0.55% | Add +42.5% | 1,306,303 | $68.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -14.4% | 1,299,158 | $68.1M |
| Horizon Kinetics Asset Management LLC | 0.73% | Reduce -0.6% | 1,210,885 | $63.5M |
| Madison Asset Management, LLC | 0.70% | Reduce -1.4% | 1,195,621 | $62.7M |
| Burgundy Asset Management Ltd. | 0.61% | Reduce -1.1% | 1,118,085 | $58.6M |
| Wellington Management Group LLP | 0.01% | Add +9.5% | 1,108,620 | $58.1M |
| Heritage Wealth Advisors | 2.91% | Add +2.2% | 1,095,778 | $57.4M |
| Aviva PLC | 0.13% | Add +16.3% | 1,059,757 | $55.5M |
| HughesLittle Investment Management Ltd. | 11.44% | Add +0.3% | 1,047,724 | $54.9M |
| Broad Run Investment Management, LLC | 8.81% | Reduce -6.2% | 1,006,781 | $52.8M |
| New South Capital Management Inc. | 2.45% | Reduce -7.1% | 970,810 | $50.9M |
| Greenlea Lane Capital Management, LLC | 17.52% | Reduce -2.8% | 967,425 | $50.7M |
| Korea Investment CORP | 0.12% | Reduce -2.9% | 932,571 | $48.8M |
| Baskin Financial Services Inc. | 3.91% | Reduce -0.9% | 918,707 | $48.1M |
| Voloridge Investment Management, LLC | 0.16% | Add +159.8% | 845,111 | $44.3M |
| Amundi | 0.02% | Add +2.0% | 872,803 | $43.9M |
| State of Tennessee, Department of Treasury | 0.17% | Add +0.4% | 827,226 | $43.3M |
| Florida Trust Wealth Management Co | 1.40% | Reduce -1.0% | 822,992 | $43.1M |
| Focus Partners Wealth | 0.11% | Add +7.4% | 817,740 | $42.9M |
| Sequoia Financial Advisors, LLC | 0.33% | Reduce -12.2% | 807,058 | $42.3M |
| Royal London Asset Management Ltd. | 0.10% | Add +10.4% | 790,172 | $41.4M |
| Capital Advisors Inc. | 0.82% | Add +1.7% | 787,786 | $41.3M |
| Franklin Resources Inc. | 0.01% | Add +10.0% | 742,476 | $38.9M |
| LGT Capital Partners LTD. | 1.70% | Add +0.8% | 730,000 | $38.2M |
| Eubel Brady & Suttman Asset Management Inc. | 5.14% | Reduce -0.3% | 685,205 | $35.9M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -5.7% | 685,729 | $35.8M |
| Partners Group Holding AG | 1.46% | Add +31.5% | 666,869 | $35.0M |
| Barr E S & Co. | 2.01% | Reduce -1.2% | 633,092 | $33.2M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 4.17% | Reduce -22.8% | 626,558 | $32.8M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -18.0% | 595,319 | $31.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +21.1% | 590,759 | $31.0M |
| HSBC Holdings PLC | 0.02% | Reduce -14.5% | 591,487 | $31.0M |
| Private Management Group Inc. | 1.08% | Reduce -1.3% | 576,650 | $30.2M |
| Bridgewater Associates | 0.14% | Add +18.4% | 571,795 | $29.9M |
| Maestria Partners LLC | 12.60% | Add +9.6% | 569,019 | $29.8M |
| Beck Mack & Oliver LLC | 0.59% | Reduce -1.8% | 565,655 | $29.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +6.3% | 556,369 | $29.1M |
| Jackson Hill Advisors, LLC | 15.29% | Add +0.6% | 533,000 | $27.9M |
| BlackRock, Inc. | 0.00% | Add +50.5% | 502,178 | $26.3M |
| Saraza Management, LP | 7.82% | New | 490,000 | $25.7M |
| Northwest & Ethical Investments L.P. | 0.68% | Add +24.5% | 478,532 | $25.1M |
| Callahan Advisors, LLC | 2.36% | Reduce -0.1% | 473,221 | $24.8M |
| Klingenstein Fields & Co. LP | 1.04% | Reduce -0.2% | 467,339 | $24.5M |
| Intact Investment Management Inc. | 0.82% | Reduce -31.4% | 458,700 | $24.0M |
| Oak Grove Capital LLC | 5.64% | Reduce -11.1% | 451,257 | $23.7M |
| Creative Planning | 0.02% | Add +15.9% | 442,255 | $23.2M |
| Citadel Advisors | 0.02% | Reduce -43.3% | 434,873 | $22.8M |
| America First Investment Advisors, LLC | 4.80% | Reduce -1.2% | 434,199 | $22.8M |
| Smith Salley Wealth Management | 1.49% | Add +0.6% | 432,462 | $22.7M |
| Obermeyer Wealth Partners | 1.20% | Add +0.7% | 429,266 | $22.5M |
| Emeth Value Capital, LLC | 19.54% | Add +4.5% | 418,436 | $21.9M |
| Natixis Advisors, LLC | 0.04% | Reduce -7.9% | 417,049 | $21.9M |
| Bank of Nova Scotia Trust Co. | 2.26% | Reduce -1.6% | 404,480 | $21.2M |
| Third Avenue Management LLC | 3.98% | Reduce -3.4% | 378,249 | $19.8M |
| Factory Mutual Insurance Co. | 0.23% | No change | 374,000 | $19.6M |
| QV Investors Inc. | 1.98% | Reduce -1.7% | 374,397 | $19.6M |
| Millennium Management | 0.02% | Reduce -24.8% | 371,093 | $19.4M |
| Triasima Portfolio Management inc. | 3.82% | Reduce -4.3% | 370,672 | $19.4M |
| Hillsdale Investment Management Inc. | 0.98% | Add +43.2% | 367,456 | $19.2M |
| Cetera Investment Advisers | 0.04% | Add +8.9% | 363,041 | $19.0M |
| Citigroup Inc. | 0.01% | Reduce -42.7% | 345,397 | $18.1M |
| Schwartz Investment Counsel Inc. | 0.62% | Add +2.5% | 344,720 | $18.1M |
| Cobblestone Capital Advisors LLC | 0.97% | Reduce -16.1% | 339,043 | $17.8M |
| East Coast Asset Management, LLC. | 6.20% | Reduce -6.2% | 334,034 | $17.5M |
| Duquesne Family Office | 0.56% | Reduce -48.2% | 315,925 | $16.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +1.9% | 315,065 | $16.5M |
| Chicago Partners Investment Group LLC | 0.54% | Add +13.5% | 290,942 | $16.3M |
| Mizuho Markets Americas LLC | 0.34% | No change | 300,000 | $15.7M |
| Eldred Rock Partners, LLC | 4.75% | Add +10.2% | 298,035 | $15.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.09% | Reduce -50.7% | 291,196 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.8% | 287,619 | $15.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -0.3% | 282,800 | $14.8M |
| Forsta Ap-Fonden | 0.11% | Reduce -6.4% | 268,700 | $14.1M |
| Chemistry Wealth Management LLC | 3.23% | Add +4.9% | 264,948 | $13.9M |
| Varma Mutual Pension Insurance Co | 0.12% | Reduce -10.4% | 263,513 | $13.8M |
| Guardian Partners Inc. | 1.42% | Reduce -0.6% | 279,100 | $13.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.4% | 249,114 | $13.0M |
| LPL Financial LLC | 0.01% | Add +8.4% | 244,171 | $12.8M |
| MAI Capital Management | 0.10% | Reduce -0.4% | 241,588 | $12.7M |
| Capital International Sarl | 0.28% | Add +35.1% | 237,374 | $12.4M |
| Northeast Financial Consultants Inc | 0.55% | No change | 234,641 | $12.3M |
| Asset Management Advisors, LLC | 8.17% | Add +1.6% | 228,963 | $12.0M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -3.6% | 235,922 | $12.0M |
| GoodHaven Capital Management, LLC | 3.95% | Reduce -0.5% | 219,123 | $11.5M |
| Live Oak Private Wealth LLC | 1.85% | Add +1.0% | 218,388 | $11.4M |
| Mraz, Amerine & Associates, Inc. | 1.94% | Add +12.8% | 218,284 | $11.3M |
| Hi-Line Capital Management, LLC | 4.22% | Add +2.2% | 215,470 | $11.3M |
| USS Investment Management Ltd | 0.09% | No change | 214,703 | $11.2M |
| Van Den Berg Management I, Inc. | 3.35% | Reduce -0.5% | 208,893 | $10.9M |
| LGT Fund Management Co Ltd. | 0.93% | No change | 197,227 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.8% | 195,408 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.2% | 191,435 | $10.0M |
| ArrowMark Colorado Holdings LLC | 0.16% | No change | 191,352 | $10.0M |
| AMS Capital Ltda | 4.11% | Add +98.3% | 190,767 | $10.0M |
| BNP Paribas | 0.41% | Reduce -1.4% | 189,225 | $9.9M |
| Brown Advisory Inc. | 0.01% | Add +7.7% | 183,558 | $9.6M |
| Lawson Kroeker Investment Management Inc. | 1.76% | Reduce -5.6% | 181,897 | $9.5M |
| Mariner, LLC | 0.02% | Reduce -3.5% | 180,161 | $9.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.7% | 178,082 | $9.3M |
| Kirr Marbach & Co. LLC | 2.15% | Add +0.7% | 176,735 | $9.3M |
| Trans-Canada Capital Inc. | 0.74% | New | 176,000 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.2% | 172,943 | $9.1M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +0.2% | 172,631 | $9.0M |
| Adalta Capital Management LLC | 4.82% | Reduce -0.6% | 172,613 | $9.0M |
| Utah Retirement Systems | 0.10% | No change | 166,249 | $8.7M |
| Ervin Investment Management, LLC | 5.78% | Add +1.2% | 163,425 | $8.6M |
| Partners Capital Investment Group, LLP | 0.14% | Add +88.6% | 163,379 | $8.6M |
| Timber Creek Capital Management LLC | 2.26% | Add +5.5% | 162,047 | $8.5M |
| Blue Zone Wealth Advisors, LLC | 2.31% | Add +8.9% | 158,486 | $8.3M |
| Moerus Capital Management LLC | 3.68% | No change | 157,151 | $8.2M |
| Parkside Investments, LLC | 1.19% | Reduce -23.2% | 154,234 | $8.1M |
| GMO | 0.03% | Reduce -62.8% | 153,518 | $8.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.5% | 152,102 | $8.0M |
| First Foundation Advisors | 0.32% | Reduce -13.2% | 148,906 | $7.8M |
| Capital International Ltd. | 0.34% | Add +25.8% | 147,727 | $7.7M |
| Lingotto Investment Management LLP | 0.20% | Add +7.0% | 145,645 | $7.6M |
| Swiss Life Asset Management Ltd | 0.06% | Add +35.3% | 145,544 | $7.6M |
| National Philanthropic Trust | 0.12% | No change | 145,262 | $7.6M |
| Providence Capital Advisors, LLC | 1.56% | Add +2.0% | 143,168 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.1% | 141,921 | $7.4M |
| Onex Canada Asset Management Inc. | 0.95% | Reduce -17.8% | 140,707 | $7.4M |
| Louisbourg Investments Inc. | 1.98% | Reduce -29.1% | 139,002 | $7.3M |
| Public Sector Pension Investment Board | 0.03% | Add +0.6% | 138,399 | $7.2M |
| Graybill Wealth Management, LTD. | 2.43% | — | 135,339 | $7.1M |
| Templeton & Phillips Capital Management, LLC | 5.06% | Add +2706.9% | 134,088 | $7.0M |
| Marex Group Ltd | 0.13% | Add +7.6% | 130,795 | $6.9M |
| Townsquare Capital LLC | 0.07% | Add +27.0% | 130,100 | $6.8M |
| Maryland State Retirement & Pension System | 0.16% | Add +58.6% | 126,795 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -59.5% | 126,173 | $6.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.6% | 125,663 | $6.6M |
| Avanza Fonder AB | 0.21% | No change | 83,961 | $6.5M |
| Banco BTG Pactual S.A. | 1.62% | No change | 124,275 | $6.5M |
| Texas Yale Capital Corp. | 0.27% | Add +2.4% | 123,967 | $6.5M |
| Lipe & Dalton | 3.63% | Reduce -2.5% | 123,861 | $6.5M |
| Mar Vista Investment Partners LLC | 0.53% | Reduce -0.1% | 123,457 | $6.5M |
| Gateway Investment Advisers LLC | 0.07% | Add +17.2% | 120,453 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 116,342 | $6.1M |
| Lee Danner & Bass Inc. | 0.49% | No change | 115,784 | $6.1M |
| Davis-Rea LTD. | 1.60% | Add +1379.0% | 115,139 | $6.0M |
| Macquarie Group Ltd. | 0.01% | Add +2685.6% | 80,783 | $6.0M |
| Tacita Capital Inc | 4.32% | Add +6.6% | 114,533 | $6.0M |
| Blair William & Co. | 0.02% | Reduce -2.2% | 112,174 | $5.9M |
| Gulf International Bank (UK) Ltd | 0.20% | Add +2636.8% | 78,025 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Add +6.5% | 111,241 | $5.8M |
| HB Wealth Management, LLC | 0.05% | Add +348.3% | 110,956 | $5.8M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +4.2% | 106,602 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +17.5% | 106,147 | $5.6M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 105,834 | $5.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | Reduce -48.8% | 105,000 | $5.5M |
| King Luther Capital Management Corp. | 0.03% | Add +1.3% | 104,661 | $5.5M |
| Generali Asset Management SPA SGR | 0.13% | Add +11.5% | 72,039 | $5.4M |
| Captrust Financial Advisors | 0.01% | Reduce -17.0% | 103,036 | $5.4M |
| Ossiam | 0.08% | Reduce -9.5% | 102,801 | $5.4M |
| Pacifica Partners Inc. | 2.45% | Add +8.1% | 106,732 | $5.4M |
| Sandy Spring Bank | 0.23% | Reduce -3.1% | 102,133 | $5.4M |
| Lorne Steinberg Wealth Management Inc. | 1.55% | Reduce -26.9% | 101,462 | $5.3M |
| Hosking Partners LLP | 0.22% | Reduce -1.8% | 100,081 | $5.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -30.4% | 99,077 | $5.2M |
| Gold Investment Management Ltd. | 2.18% | Add +7.2% | 98,456 | $5.2M |
| Triangle Securities Wealth Management | 1.29% | Add +6.1% | 95,604 | $5.0M |
| PCJ Investment Counsel Ltd. | 1.91% | Reduce -66.4% | 93,230 | $4.9M |
| Blue Sky Capital Consultants Group, Inc. | 3.17% | Add +7.9% | 92,600 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Add +47.1% | 91,824 | $4.8M |
| Investment Management Corp of Ontario | 0.10% | Add +64.0% | 91,775 | $4.8M |
| Culbertson A N & Co. Inc. | 0.76% | Add +10.7% | 91,011 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.7% | 89,545 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +0.0% | 88,194 | $4.6M |
| Synovus Financial Corp. | 0.06% | Reduce -6.5% | 86,987 | $4.6M |
| Kathleen S. Wright Associates Inc. | 1.79% | Reduce -0.3% | 81,934 | $4.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.24% | Reduce -24.8% | 39,127 | $4.2M |
| Oppenheimer & Co. Inc. | 0.06% | Add +0.8% | 80,478 | $4.2M |
| Ashton Thomas Securities, LLC | 1.17% | Reduce -12.7% | 80,372 | $4.2M |
| Ninety One North America, Inc. | 0.28% | Reduce -49.8% | 79,487 | $4.2M |
| WCM Investment Management, LLC | 0.01% | Add +35.3% | 79,795 | $4.1M |
| Allianz Asset Management GmbH | 0.01% | Add +8.8% | 78,562 | $4.1M |
| Principal Securities, Inc. | 0.09% | No change | 68,528 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -13.6% | 75,072 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +35.6% | 74,755 | $3.9M |
| Waterfront Wealth Inc. | 0.95% | Reduce -1.0% | 74,254 | $3.9M |
| Blue Fin Capital, Inc. | 0.74% | Reduce -0.1% | 72,933 | $3.8M |
| AXA S.A. | 0.01% | Add +1.1% | 72,828 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.9% | 72,644 | $3.8M |
| Montrusco Bolton Investments Inc. | 0.05% | Reduce -39.0% | 72,219 | $3.8M |
| Atlantic Union Bankshares Corp | 0.23% | Reduce -6.6% | 71,865 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.1% | 69,572 | $3.6M |
| Otter Creek Advisors, LLC | 2.53% | New | 69,162 | $3.6M |
| K.J. Harrison & Partners Inc | 0.71% | Reduce -7.3% | 68,931 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +4.6% | 67,024 | $3.5M |
| Quinn Opportunity Partners LLC | 0.25% | Add +6.4% | 66,600 | $3.5M |
| Capital International, Inc. | 0.04% | Add +23.4% | 65,173 | $3.4M |
| Williams Jones Wealth Management, LLC. | 0.04% | Add +3.6% | 64,815 | $3.4M |
| Epiq Partners, LLC | 1.82% | Add +0.8% | 62,412 | $3.3M |
| Gabelli Funds LLC | 0.02% | Reduce -1.1% | 61,300 | $3.2M |
| Portland Investment Counsel Inc. | 0.96% | No change | 60,219 | $3.2M |
| Prescott Group Capital Management, L.L.C. | 0.46% | No change | 60,000 | $3.1M |
| Capital Fund Management S.A. | 0.04% | Add +4.6% | 59,000 | $3.1M |
| Guardian Wealth Management, Inc. | 2.05% | Add +4.0% | 58,573 | $3.1M |
| Stamos Capital Partners, L.P. | 0.79% | Add +63.4% | 57,646 | $3.0M |
| Quantinno Capital Management LP | 0.02% | Add +28.7% | 57,609 | $3.0M |
| Davidson Kahn Capital Management, LLC | 2.31% | Add +11.6% | 57,038 | $3.0M |
| Ruffer LLP | 0.11% | Reduce -39.9% | 56,500 | $3.0M |
| Chicago Capital, LLC | 0.08% | No change | 56,363 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.4% | 56,332 | $2.9M |
| Shelter Mutual Insurance Co | 0.71% | No change | 56,131 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | New | 55,966 | $2.9M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.7% | 55,852 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -8.4% | 54,873 | $2.9M |
| XTX Topco Ltd | 0.15% | Add +214.8% | 54,729 | $2.9M |
| Shell Asset Management Co. | 0.14% | Reduce -4.0% | 54,458 | $2.9M |
| Manitou Investment Management Ltd. | 0.55% | Add +61.9% | 54,006 | $2.8M |
| Jamison Private Wealth Management, Inc. | 0.43% | Add +0.6% | 54,774 | $2.8M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -3.2% | 53,012 | $2.8M |
| Procyon Advisors, LLC | 0.16% | Add +7.4% | 51,570 | $2.7M |
| Jackson Hole Capital Partners, LLC | 0.52% | Add +16.1% | 50,458 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +29607.8% | 49,315 | $2.6M |
| Ritholtz Wealth Management | 0.08% | Add +17.8% | 48,924 | $2.6M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -2.5% | 48,520 | $2.5M |
| Metis Global Partners, LLC | 0.07% | Reduce -6.3% | 48,025 | $2.5M |
| Taylor Hoffman Capital Management LLC | 0.93% | Reduce -0.3% | 46,634 | $2.5M |
| Carnegie Lake Advisors LLC | 1.01% | No change | 47,590 | $2.5M |
| United Services Automobile Association | 0.08% | Add +3.0% | 48,023 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 47,271 | $2.5M |
| Herold Advisors, Inc. | 0.54% | No change | 47,284 | $2.5M |
| ExodusPoint Capital Management, LP | 0.03% | New | 46,800 | $2.5M |
| Hardman Johnston Global Advisors LLC | 0.12% | New | 46,730 | $2.4M |
| Allen Investment Management, LLC | 0.03% | No change | 46,719 | $2.4M |
| SOL Capital Management CO | 0.27% | Add +52.3% | 46,551 | $2.4M |
| Needham Investment Management LLC | 0.23% | No change | 46,294 | $2.4M |
| Ancora Advisors LLC | 0.05% | Reduce -0.1% | 45,704 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +12.3% | 45,466 | $2.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | New | 31,379 | $2.4M |
| US Bancorp \de | 0.00% | Add +6.8% | 45,081 | $2.4M |
| Mirabella Financial Services LLP | 0.10% | Add +130.2% | 44,590 | $2.3M |
| Hikari Tsushin, Inc. | 0.15% | No change | 43,764 | $2.3M |
| Assenagon Asset Management S.A. | 0.00% | Add +0.7% | 43,333 | $2.3M |
| Entropy Technologies, LP | 0.22% | New | 42,778 | $2.2M |
| Meketa Investment Group Inc. | 3.00% | Add +122.8% | 42,468 | $2.2M |
| Carmel Capital Partners, LLC | 0.87% | Add +4.3% | 42,352 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +14.5% | 42,275 | $2.2M |
| Salvus Wealth Management, LLC | 1.39% | Add +0.2% | 42,149 | $2.2M |
| Mgo One Seven LLC | 0.09% | Reduce -22.8% | 41,960 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -8.2% | 41,435 | $2.2M |
| Tandem Capital Management Corp. | 1.20% | Add +3.5% | 40,939 | $2.1M |
| Fiduciary Trust Co | 0.03% | Add +12.8% | 40,553 | $2.1M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 34,948 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | No change | 26,200 | $2.0M |
| Quadrant Capital Group LLC | 0.07% | Add +3770.0% | 37,113 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.3% | 36,647 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -1.1% | 36,499 | $1.9M |
| Cardinal Point Capital Management ULC | 0.17% | New | 35,738 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -18.4% | 35,624 | $1.9M |
| Radnor Capital Management, LLC | 0.31% | No change | 35,265 | $1.8M |
| Rathbones Group PLC | 0.01% | Reduce -6.1% | 35,013 | $1.8M |
| Northwest Financial Advisors | 1.51% | Reduce -3.3% | 34,755 | $1.8M |
| Capital Group Investment Management Pte. LTD. | 0.37% | Add +19.6% | 34,333 | $1.8M |
| Keystone Investors Pte Ltd. | 0.25% | New | 34,265 | $1.8M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -3.6% | 33,786 | $1.8M |
| Wulff, Hansen & Co. | 1.61% | No change | 33,631 | $1.8M |
| Leavell Investment Management, Inc. | 0.09% | No change | 33,554 | $1.8M |
| Fiera Capital Corp | 0.01% | Reduce -4.1% | 32,709 | $1.7M |
| Sage Investment Counsel LLC | 2.16% | Add +131.3% | 32,583 | $1.7M |
| PDT Partners, LLC | 0.12% | Reduce -0.0% | 32,322 | $1.7M |
| Barclays PLC | 0.00% | Reduce -58.6% | 32,272 | $1.7M |
| Schneider Downs Wealth Management Advisors, LP | 0.30% | No change | 32,107 | $1.7M |
| AlTi Global, Inc. | 0.04% | No change | 32,137 | $1.7M |
| Everett Harris & Co. | 0.02% | No change | 31,970 | $1.7M |
| ASR Vermogensbeheer N.V. | 0.02% | — | 31,093 | $1.6M |
| Trust Co. of Vermont | 0.08% | Reduce -3.7% | 30,824 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -13.9% | 30,644 | $1.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.24% | No change | 30,529 | $1.6M |
| Value Partners Investments Inc. | 0.14% | Add +25.7% | 30,111 | $1.6M |
| Pitcairn Co. | 0.09% | Add +3.7% | 29,500 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 29,462 | $1.5M |
| Summit Financial, LLC | 0.04% | Add +6.7% | 29,345 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -31.9% | 29,158 | $1.5M |
| Moseley Investment Management Inc. | 0.59% | No change | 28,785 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Reduce -59.3% | 28,328 | $1.5M |
| Bridges Investment Management Inc. | 0.02% | Add +9.6% | 28,182 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -6.8% | 27,748 | $1.5M |
| &partners | 0.02% | Add +4.7% | 27,398 | $1.4M |
| HighVista Strategies LLC | 0.55% | New | 27,200 | $1.4M |
| Parsons Capital Management Inc. | 0.08% | No change | 26,910 | $1.4M |
| Algert Global LLC | 0.03% | Reduce -14.6% | 26,797 | $1.4M |
| Gilbert & Cook, Inc. | 0.20% | Add +3.5% | 26,268 | $1.4M |
| Powell Investment Advisors, LLC | 0.67% | No change | 26,044 | $1.4M |
| Waverly Advisors, LLC | 0.02% | Add +46.6% | 25,924 | $1.4M |
| Natixis | 0.01% | Add +2.8% | 26,242 | $1.4M |
| Koa Wealth Management, LLC | 1.06% | Reduce -8.6% | 25,099 | $1.3M |
| Denali Advisors LLC | 0.15% | Reduce -23.3% | 24,961 | $1.3M |
| Credit Agricole S A | 0.00% | Reduce -1.2% | 24,858 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 24,805 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +7.1% | 24,728 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +3.0% | 24,400 | $1.3M |
| Integrity Alliance, Llc. | 0.05% | New | 24,197 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +15.6% | 23,992 | $1.3M |
| Genus Capital Management Inc. | 0.18% | — | 23,754 | $1.2M |
| Lester Murray Antman dba SimplyRich | 0.36% | No change | 23,569 | $1.2M |
| Princeton Global Asset Management LLC | 0.24% | Reduce -3.4% | 23,265 | $1.2M |
| C WorldWide Group Holding A/S | 0.02% | New | 23,184 | $1.2M |
| Norden Group LLC | 0.14% | Add +1.2% | 23,063 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Add +8.3% | 23,021 | $1.2M |
| Balefire, LLC | 0.41% | Add +2.9% | 22,999 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +1.4% | 22,863 | $1.2M |
| Cornerstone Advisory, LLC | 0.14% | Add +47.7% | 21,905 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -7.1% | 22,496 | $1.2M |
| Keybank National Association | 0.00% | Add +3.4% | 22,332 | $1.2M |
| Hendershot Investments Inc. | 0.16% | Reduce -1.6% | 22,196 | $1.2M |
| Plato Investment Management Ltd | 0.10% | Add +1.3% | 21,749 | $1.2M |
| Thompson Siegel & Walmsley LLC | 0.02% | Reduce -4.5% | 21,631 | $1.1M |
| Perpetual Ltd | 0.01% | Reduce -4.5% | 21,631 | $1.1M |
| Washington Trust Advisors, Inc. | 0.10% | No change | 21,558 | $1.1M |
| Rinkey Investments | 0.36% | No change | 21,405 | $1.1M |
| Trexquant Investment LP | 0.01% | New | 21,365 | $1.1M |
| Hemington Wealth Management | 0.17% | No change | 21,290 | $1.1M |
| Heritage Investors Management Corp. | 0.04% | No change | 21,063 | $1.1M |
| Bingham Private Wealth, LLC | 1.13% | Add +4.8% | 20,901 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -70.3% | 20,600 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.9% | 20,589 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +23.9% | 20,589 | $1.1M |
| Round Rock Advisors LLC | 0.20% | No change | 20,475 | $1.1M |
| Avalon Trust Co | 0.08% | Reduce -20.8% | 20,000 | $1.0M |
| Anson Funds Management LP | 0.25% | New | 20,000 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 19,681 | $1.0M |
| Caprock Group, LLC | 0.03% | Add +12.4% | 19,627 | $1.0M |
| CenterBook Partners LP | 0.07% | Reduce -53.2% | 19,527 | $1.0M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -31.9% | 19,521 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.31% | No change | 19,460 | $1.0M |
| Bristol Gate Capital Partners Inc. | 0.05% | Reduce -9.9% | 19,485 | $1.0M |
| Lanark Financial, Inc. | 0.08% | — | 18,983 | $994K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -1.2% | 18,614 | $976K |
| AQR Capital Management | 0.00% | Add +147.6% | 18,571 | $963K |
| Segment Wealth Management, LLC | 0.06% | No change | 18,272 | $958K |
| Portside Wealth Group, LLC | 0.15% | Add +8.8% | 18,049 | $946K |
| Advisory Services Network, LLC | 0.02% | Add +13.1% | 17,895 | $938K |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.1% | 17,614 | $923K |
| Cidel Asset Management Inc. | 0.06% | Reduce -92.9% | 17,630 | $923K |
| Clearstead Trust, LLC | 0.21% | No change | 17,599 | $922K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +45.4% | 17,501 | $917K |
| Scientech Research LLC | 0.24% | Add +51.5% | 17,295 | $906K |
| Lido Advisors, LLC | 0.01% | Add +0.0% | 17,149 | $899K |
| CW Advisors, LLC | 0.01% | Add +2.7% | 16,764 | $880K |
| Compass Ion Advisors, LLC | 0.10% | Add +15.3% | 19,203 | $875K |
| SIG North Trading, ULC | 0.18% | New | 16,620 | $871K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.1% | 16,588 | $869K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -27.2% | 16,038 | $841K |
| Marks Group Wealth Management, Inc | 0.08% | Add +1.7% | 15,978 | $837K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.2% | 15,918 | $834K |
| Candriam S.C.A. | 0.01% | Add +8.0% | 15,771 | $825K |
| Pembroke Management, LTD | 0.12% | Add +46.0% | 10,717 | $807K |
| Kestra Advisory Services, LLC | 0.00% | Add +38.0% | 15,295 | $802K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.8% | 15,075 | $790K |
| Geneos Wealth Management Inc. | 0.03% | Add +0.2% | 15,070 | $790K |
| Verition Fund Management LLC | 0.00% | No change | 15,053 | $789K |
| Avenir Corp. | 0.08% | No change | 15,000 | $786K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.1% | 14,956 | $784K |
| Strata Wealth Advisors, LLC | 0.24% | Reduce -7.3% | 14,494 | $760K |
| First Pacific Financial | 0.15% | Reduce -12.2% | 14,401 | $755K |
| Duncan Williams Asset Management, LLC | 0.27% | Add +9.8% | 14,311 | $750K |
| Baker Tilly Wealth Management, LLC | 0.29% | Add +4.8% | 14,109 | $739K |
| Icon Wealth Advisors, LLC | 0.06% | Add +16.1% | 14,070 | $737K |
| Van Eck Associates Corp. | 0.00% | Add +132.9% | 13,816 | $724K |
| Intellectus Partners, LLC | 0.18% | Reduce -8.1% | 13,719 | $719K |
| AREX Capital Management, LP | 1.45% | Reduce -40.0% | 13,659 | $716K |
| Fisher Asset Management | 0.00% | Add +36.7% | 13,493 | $707K |
| Compound Planning, Inc. | 0.03% | Reduce -3.6% | 13,492 | $707K |
| Burling Wealth Partners, LLC | 0.15% | Reduce -7.7% | 13,246 | $694K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 13,133 | $688K |
| Heron Bay Capital Management | 0.14% | Add +0.3% | 12,952 | $679K |
| Lincoln Capital LLC | 0.14% | Add +0.7% | 13,457 | $674K |
| Corus Family Wealth Advisors | 0.46% | Reduce -22.2% | 12,746 | $668K |
| Pacer Advisors, Inc. | 0.00% | Add +3.0% | 12,714 | $666K |
| Lakewood Asset Management LLC | 0.44% | Reduce -36.2% | 12,553 | $658K |
| AE Wealth Management LLC | 0.01% | Reduce -55.5% | 12,551 | $658K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.0% | 12,539 | $657K |
| Midland Wealth Advisors, LLC | 0.04% | No change | 12,460 | $653K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 11,963 | $627K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -1.3% | 11,734 | $615K |
| TT Capital Management LLC | 0.52% | No change | 11,700 | $613K |
| Susquehanna International Group, LLP | 0.00% | Add +43.1% | 11,537 | $605K |
| TBH Global Asset Management, LLC | 0.12% | Reduce -0.8% | 11,495 | $602K |
| Corient IA LP | 0.42% | — | 11,250 | $590K |
| Apexium Financial, LP | 0.03% | No change | 11,161 | $585K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -14.3% | 11,066 | $579K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.8% | 10,901 | $571K |
| Malaga Cove Capital, LLC | 0.25% | Add +185.7% | 10,881 | $570K |
| Arete Wealth Advisors, LLC | 0.04% | New | 10,844 | $568K |
| Skba Capital Management LLC | 0.08% | Add +49.9% | 10,772 | $565K |
| One Capital Management, LLC | 0.02% | New | 10,633 | $557K |
| Meritage Portfolio Management | 0.04% | No change | 10,617 | $556K |
| Meixler Investment Management, Ltd. | 0.38% | Reduce -4.7% | 10,583 | $555K |
| Next Capital Management LLC | 0.26% | Reduce -0.3% | 10,500 | $550K |
| Jane Street Group, LLC | 0.00% | Reduce -88.2% | 10,494 | $550K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -7.3% | 10,476 | $549K |
| PFG Investments, LLC | 0.03% | Add +0.0% | 10,380 | $544K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +23.5% | 10,315 | $541K |
| Signaturefd, LLC | 0.01% | Add +21.9% | 10,255 | $537K |
| Garrison Point Advisors, LLC | 0.26% | Add +1.0% | 10,225 | $536K |
| Mattern Wealth Management LLC | 0.12% | Reduce -1.6% | 10,149 | $532K |
| Moors & Cabot, Inc. | 0.03% | Reduce -22.4% | 10,103 | $529K |
| Syon Capital LLC | 0.04% | Add +2.5% | 10,020 | $525K |
| Glenview Trust Co | 0.01% | No change | 10,006 | $524K |
| Hikari Power Ltd | 0.04% | No change | 10,000 | $524K |
| Bensler, LLC | 0.06% | No change | 9,870 | $517K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -22.6% | 9,874 | $517K |
| Family Manage LLC | 0.08% | No change | 9,797 | $513K |
| Banco Santander, S.A. | 0.01% | New | 9,706 | $509K |
| Sterling Capital Management LLC | 0.01% | Reduce -96.9% | 9,688 | $508K |
| Composition Wealth, LLC | 0.01% | Add +12.5% | 9,686 | $508K |
| Independent Advisor Alliance | 0.02% | Reduce -2.5% | 9,608 | $504K |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 9,674 | $502K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -36.4% | 9,529 | $499K |
| Financial Perspectives, Inc | 0.17% | No change | 9,494 | $498K |
| GoalVest Advisory LLC | 0.14% | No change | 9,484 | $497K |
| Vontobel Holding Ltd. | 0.00% | New | 9,480 | $496K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +1.6% | 9,460 | $496K |
| ICONIQ Capital, LLC | 0.01% | Add +41.1% | 9,341 | $490K |
| Tuttle Capital Management, LLC | 2.15% | Add +5.9% | 9,328 | $489K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -2.2% | 9,325 | $489K |
| Curi Capital, LLC | 0.01% | Reduce -30.2% | 9,275 | $486K |
| Anchor Investment Management, LLC | 0.04% | No change | 9,169 | $481K |
| Wolverine Asset Management LLC | 0.04% | No change | 8,995 | $471K |
| Wolverine Trading, LLC | 0.01% | New | 9,038 | $469K |
| Simon Quick Advisors, LLC | 0.03% | Add +14.1% | 8,918 | $467K |
| Fortis Advisors, LLC | 0.30% | Add +6.1% | 8,750 | $459K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.6% | 8,631 | $452K |
| Firethorn Wealth Partners, LLC | 0.21% | Add +0.0% | 8,502 | $446K |
| M&T Bank Corp | 0.00% | Add +0.3% | 8,493 | $445K |
| Kraematon Investment Advisors, Inc. | 0.45% | Add +0.0% | 8,441 | $442K |
| 4J Wealth Management LLC | 0.34% | Reduce -0.2% | 8,342 | $437K |
| Lindbrook Capital, LLC | 0.04% | Add +1.5% | 8,320 | $436K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 8,050 | $422K |
| CRA Financial Services, LLC | 0.07% | Reduce -16.2% | 8,000 | $419K |
| Commerce Bank | 0.00% | Add +0.0% | 7,997 | $419K |
| FORA Capital, LLC | 0.04% | New | 7,973 | $418K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,968 | $418K |
| Voya Financial Advisors, Inc. | 0.05% | Add +4.5% | 8,022 | $416K |
| Cwm, LLC | 0.00% | Reduce -22.6% | 7,780 | $408K |
| Callan Family Office, LLC | 0.03% | Reduce -40.8% | 7,751 | $406K |
| Roehl & Yi Investment Advisors, LLC | 0.22% | Reduce -9.6% | 7,669 | $402K |
| IHT Wealth Management, LLC | 0.01% | Reduce -17.0% | 7,551 | $402K |
| Carbahal Olsen Financial Services Group, LLC | 0.38% | No change | 7,629 | $400K |
| Rochester Wealth Strategies, LLC | 0.32% | — | 7,600 | $398K |
| Two Sigma Advisers, LP | 0.00% | New | 7,600 | $398K |
| Regions Financial Corp. | 0.00% | Add +0.0% | 7,491 | $393K |
| Fidelis Capital Partners, LLC | 0.04% | Add +3.7% | 7,364 | $392K |
| Frisch Financial Group, Inc. | 0.11% | No change | 7,458 | $391K |
| Checchi Capital Advisers, LLC | 0.03% | Add +2.9% | 7,375 | $387K |
| Bordeaux Wealth Advisors LLC | 0.07% | Reduce -7.2% | 7,362 | $386K |
| Legacy Private Trust Co. | 0.03% | Reduce -5.2% | 7,360 | $386K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 7,336 | $384K |
| Cross Staff Investments Inc | 0.29% | No change | 7,291 | $382K |
| Alliance Wealth Advisors, LLC | 0.10% | Reduce -2.0% | 7,265 | $381K |
| Wellington Shields Capital Management, LLC | 0.07% | New | 7,271 | $381K |
| Trust Co. of Oklahoma | 0.13% | No change | 7,235 | $379K |
| Bailard, Inc. | 0.01% | No change | 7,217 | $378K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,210 | $378K |
| Tenon Financial LLC | 0.23% | Reduce -26.4% | 7,208 | $378K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,165 | $376K |
| SVB Wealth LLC | 0.01% | Add +90.8% | 6,968 | $365K |
| Hanson & Doremus Investment Management | 0.05% | No change | 6,951 | $364K |
| Westwood Holdings Group Inc. | 0.00% | No change | 6,921 | $363K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +72.1% | 6,909 | $362K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.3% | 6,876 | $360K |
| Global Endowment Management, LP | 0.05% | Reduce -71.2% | 6,850 | $359K |
| BBR Partners, LLC | 0.03% | No change | 6,750 | $354K |
| Meadow Creek Wealth Advisors LLC | 0.26% | Reduce -0.1% | 6,747 | $354K |
| Callan Capital, LLC | 0.03% | Add +5.7% | 6,699 | $351K |
| Nwam LLC | 0.03% | Reduce -4.0% | 6,683 | $350K |
| Plan A Wealth LLC | 0.27% | No change | 6,670 | $350K |
| GenTrust, LLC | 0.02% | Reduce -0.5% | 6,645 | $348K |
| State of Wyoming | 0.05% | Add +104.7% | 6,529 | $342K |
| Colonial Trust Co / SC | 0.05% | Reduce -2.1% | 6,492 | $340K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.6% | 6,491 | $340K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 6,470 | $339K |
| Griffin Asset Management, Inc. | 0.04% | Add +0.1% | 6,377 | $334K |
| Quantitative Investment Management, LLC | 0.03% | New | 6,344 | $332K |
| Prospera Financial Services Inc | 0.01% | Add +16.1% | 6,332 | $332K |
| Mediolanum International Funds Ltd | 0.00% | Add +0.9% | 6,313 | $328K |
| Intrust Bank NA | 0.03% | Reduce -18.7% | 6,215 | $326K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 6,216 | $325K |
| Stephens Inc. | 0.00% | Add +2.1% | 6,199 | $325K |
| Nomura Holdings Inc. | 0.00% | New | 6,130 | $321K |
| Ieq Capital, LLC | 0.00% | Reduce -4.8% | 6,122 | $321K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 6,119 | $320K |
| waypoint wealth counsel | 0.20% | No change | 6,104 | $320K |
| Vident Advisory, LLC | 0.00% | Add +12.7% | 6,090 | $319K |
| UMB Bank, n.a. | 0.01% | Add +5.1% | 6,015 | $315K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,975 | $313K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -0.5% | 5,938 | $311K |
| Cortland Associates Inc. | 0.04% | No change | 5,922 | $310K |
| Gould Asset Management LLC | 0.06% | No change | 5,897 | $309K |
| AMG National Trust Bank | 0.01% | Add +2.1% | 5,891 | $309K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.3% | 5,777 | $303K |
| Greenleaf Trust | 0.00% | Reduce -8.1% | 5,731 | $300K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 5,642 | $296K |
| Gibbs Wealth Management | 0.07% | Add +10.0% | 5,630 | $295K |
| SFE Investment Counsel | 0.06% | New | 5,625 | $295K |
| Whalerock Point Partners, LLC | 0.07% | No change | 5,619 | $294K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.4% | 5,604 | $294K |
| Guerra Pan Advisors, LLC | 0.23% | No change | 5,581 | $293K |
| Values Added Financial LLC | 0.16% | Add +23.3% | 5,550 | $291K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,494 | $288K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -14.2% | 5,333 | $286K |
| Walker Asset Management, LLC | 0.17% | No change | 5,435 | $285K |
| PDS Planning, Inc | 0.02% | Add +7.7% | 5,434 | $285K |
| Huntington National Bank | 0.00% | Add +1.9% | 5,381 | $282K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 5,370 | $281K |
| Farther Finance Advisors, LLC | 0.01% | Add +53.0% | 5,135 | $276K |
| Boston Trust Walden Corp | 0.00% | No change | 5,214 | $273K |
| HM Payson & Co. | 0.00% | No change | 5,200 | $273K |
| Berkshire Asset Management LLC | 0.01% | New | 4,617 | $266K |
| Essex Bank | 0.07% | Add +1.9% | 5,075 | $266K |
| Prospera Capital Management, LLC | 0.17% | New | 5,074 | $266K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | No change | 5,062 | $266K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -16.1% | 5,031 | $264K |
| Financial Security Advisor, Inc. | 0.07% | No change | 4,993 | $262K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.7% | 4,969 | $260K |
| Guggenheim Capital LLC | 0.00% | New | 4,962 | $260K |
| Ethic Inc. | 0.01% | New | 4,803 | $258K |
| Permanent Capital Management, LP | 0.07% | No change | 4,919 | $258K |
| Autumn Glory Partners, LLC | 0.13% | No change | 4,890 | $256K |
| Bfsg, LLC | 0.03% | Reduce -2.7% | 4,838 | $254K |
| IFC Advisors LLC | 0.05% | New | 4,747 | $249K |
| Bridgefront Capital, LLC | 0.07% | New | 4,633 | $243K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -17.8% | 4,625 | $242K |
| Ascentis Independent Advisors | 0.05% | Reduce -12.9% | 4,623 | $242K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.7% | 4,599 | $241K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,575 | $240K |
| Verity & Verity, LLC | 0.02% | No change | 4,560 | $239K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,082 | $237K |
| New England Professional Planning Group Inc. | 0.12% | No change | 4,500 | $236K |
| Citizens Financial Group Inc. | 0.00% | Add +2.7% | 4,467 | $234K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +10.5% | 4,460 | $234K |
| Forum Financial Management, LP | 0.00% | Reduce -16.0% | 4,460 | $234K |
| TAGStone Capital, Inc. | 0.11% | No change | 4,455 | $233K |
| Haverford Trust Co | 0.00% | Add +2.0% | 4,395 | $230K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.5% | 4,371 | $229K |
| Merit Financial Group, LLC | 0.00% | New | 4,364 | $229K |
| Washburn Capital Management, Inc. | 0.15% | Reduce -15.1% | 4,350 | $228K |
| Addison Advisors LLC | 0.06% | No change | 4,342 | $228K |
| Inscription Capital, LLC | 0.04% | — | 5,430 | $227K |
| Sivia Capital Partners, LLC | 0.11% | Reduce -0.4% | 4,318 | $226K |
| Evergreen Capital Management LLC | 0.01% | Reduce -15.4% | 4,311 | $226K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -59.9% | 4,299 | $225K |
| Evoke Wealth, LLC | 0.01% | New | 4,248 | $223K |
| Leonteq Securities AG | 0.02% | Reduce -33.7% | 4,210 | $221K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 4,525 | $220K |
| QRG Capital Management, Inc. | 0.00% | Add +2.6% | 4,185 | $219K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -55.9% | 4,169 | $218K |
| Sendero Wealth Management, LLC | 0.03% | New | 4,169 | $218K |
| SG Americas Securities, LLC | 0.00% | Reduce -14.5% | 4,161 | $218K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -35.5% | 4,144 | $217K |
| Shufro Rose & Co. LLC | 0.02% | No change | 4,130 | $216K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.1% | 4,125 | $216K |
| Keebeck Wealth Management | 0.03% | Reduce -13.2% | 4,062 | $213K |
| Laurus Global Equity Management Inc. | 0.14% | No change | 4,050 | $212K |
| Belpointe Asset Management LLC | 0.01% | New | 4,047 | $212K |
| West Family Investments, Inc. | 0.08% | No change | 4,026 | $211K |
| Biltmore Family Office, LLC | 0.04% | No change | 4,000 | $210K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -46.1% | 3,977 | $208K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -4.3% | 3,965 | $208K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -13.3% | 3,958 | $207K |
| Cable Hill Partners, LLC | 0.02% | Reduce -25.2% | 3,850 | $207K |
| Wedmont Private Capital | 0.01% | Add +0.2% | 4,247 | $206K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.7% | 3,907 | $205K |
| Fulton Bank, N.A. | 0.01% | New | 3,862 | $202K |
| Caitong International Asset Management Co., Ltd | 0.15% | New | 3,860 | $202K |
| Ravenstone Capital Management Inc. | 0.12% | New | 3,838 | $201K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -22.3% | 3,688 | $193K |
| NFJ Investment Group, LLC | 0.01% | Reduce -41.8% | 3,673 | $193K |
| Rhumbline Advisers | 0.00% | Reduce -42.5% | 3,653 | $191K |
| Harbour Investments, Inc. | 0.01% | No change | 3,589 | $188K |
| Pin Oak Investment Advisors Inc. | 0.14% | No change | 3,549 | $184K |
| Cromwell Holdings LLC | 0.12% | No change | 3,473 | $182K |
| PenderFund Capital Management Ltd. | 0.06% | No change | 23,740 | $178K |
| Lummis Asset Management, LP | 0.12% | No change | 3,211 | $168K |
| Park Place Capital Corp | 0.04% | Add +3.3% | 3,128 | $164K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,077 | $161K |
| Quent Capital, LLC | 0.02% | Reduce -14.1% | 3,037 | $159K |
| Grayhawk Investment Strategies Inc. | 0.33% | No change | 2,797 | $146K |
| SBI Securities Co., Ltd. | 0.00% | Add +46.6% | 2,760 | $145K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.8% | 2,507 | $131K |
| NewEdge Advisors, LLC | 0.00% | Add +13.4% | 2,488 | $130K |
| Mountain Hill Investment Partners Corp. | 0.12% | No change | 2,390 | $125K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +26.5% | 2,367 | $124K |
| GAMMA Investing LLC | 0.01% | Add +16.6% | 2,282 | $120K |
| Investment Research & Advisory Group, Inc. | 0.05% | No change | 2,250 | $118K |
| American National Bank & Trust | 0.01% | No change | 2,250 | $118K |
| eCIO, Inc. | 0.04% | — | 2,126 | $111K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -55.6% | 2,100 | $110K |
| Clearstead Advisors, LLC | 0.00% | Reduce -52.9% | 2,025 | $106K |
| Spire Wealth Management | 0.00% | Reduce -0.6% | 2,012 | $105K |
| Allworth Financial LP | 0.00% | Add +6.1% | 1,988 | $105K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,970 | $103K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,804 | $94K |
| Headlands Technologies LLC | 0.01% | New | 1,731 | $91K |
| Capital A Wealth Management, LLC | 0.09% | Reduce -58.7% | 1,688 | $88K |
| Briaud Financial Planning Inc | 0.03% | No change | 1,624 | $85K |
| Pittenger & Anderson Inc. | 0.00% | Add +2.2% | 1,597 | $84K |
| Community Bank, N.A. | 0.01% | No change | 1,528 | $80K |
| Accent Capital Management, LLC | 0.05% | Add +574.7% | 1,518 | $80K |
| Berbice Capital Management LLC | 0.07% | Add +7.1% | 1,500 | $79K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,429 | $75K |
| Coastline Trust Co | 0.01% | No change | 1,400 | $73K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.6% | 1,375 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +24.2% | 1,349 | $71K |
| Avior Wealth Management, LLC | 0.00% | Reduce -93.7% | 1,338 | $70K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +58.4% | 1,337 | $70K |
| Sierra Ocean, LLC | 0.05% | Add +533.0% | 1,304 | $68K |
| Wayfinding Financial, LLC | 0.03% | New | 1,256 | $65K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,159 | $61K |
| SouthState Bank Corp | 0.00% | Add +734.8% | 1,127 | $59K |
| Ameriflex Group, Inc. | 0.02% | Add +10.2% | 1,103 | $58K |
| Brooklyn Investment Group | 0.01% | New | 1,027 | $54K |
| Albion Financial Group | 0.00% | No change | 1,000 | $52K |
| Continuum Advisory, LLC | 0.01% | No change | 956 | $50K |
| Promus Capital, LLC | 0.04% | No change | 951 | $50K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,040 | $50K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -2.5% | 945 | $50K |
| Private Trust Co. NA | 0.01% | No change | 929 | $49K |
| TCTC Holdings, LLC | 0.00% | No change | 925 | $48K |
| Fifth Third Bancorp | 0.00% | Add +3.2% | 878 | $46K |
| Versant Capital Management, Inc | 0.01% | Add +2029.3% | 873 | $46K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 865 | $45K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -26.2% | 814 | $43K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 800 | $42K |
| Toth Financial Advisory Corp. | 0.01% | No change | 800 | $42K |
| FSA Wealth Management LLC | 0.02% | No change | 788 | $41K |
| Corsair Capital Management, L.P. | 0.01% | Reduce -3.1% | 9,690 | $40K |
| Kings Path Partners LLC | 0.02% | No change | 752 | $39K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 690 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.1% | 676 | $35K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 656 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.7% | 643 | $34K |
| Colonial Trust Advisors | 0.00% | Reduce -49.2% | 632 | $33K |
| Delta Asset Management LLC | 0.00% | No change | 624 | $33K |
| Manchester Capital Management LLC | 0.00% | No change | 563 | $30K |
| St Germain D J Co. Inc. | 0.00% | New | 541 | $28K |
| North Capital, Inc. | 0.03% | — | 521 | $27K |
| Danske Bank A/S | 0.00% | New | 516 | $27K |
| Compass Planning Associates Inc | 0.03% | Add +0.2% | 515 | $27K |
| Wealth Advisors of Tampa Bay, LLC | 0.01% | New | 500 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 500 | $26K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.2% | 499 | $26K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 500 | $26K |
| Truvestments Capital LLC | 0.00% | Reduce -2.1% | 427 | $22K |
| Oakworth Capital, Inc. | 0.00% | No change | 394 | $21K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 391 | $20K |
| Wellington Shields & Co., LLC | 0.01% | New | 376 | $20K |
| Accredited Wealth Management, LLC | 0.02% | New | 371 | $19K |
| IFP Advisors, Inc | 0.00% | Add +17.2% | 361 | $19K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -85.8% | 340 | $18K |
| Fortis Group Advisors, LLC | 0.00% | No change | 337 | $18K |
| Larson Financial Group LLC | 0.00% | Add +22.2% | 330 | $17K |
| Beacon Capital Management, LLC | 0.00% | Add +631.1% | 329 | $17K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 326 | $17K |
| Blue Trust, Inc. | 0.00% | Add +4.5% | 323 | $17K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 321 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.4% | 318 | $16K |
| Costello Asset Management, INC | 0.01% | No change | 307 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +92.4% | 302 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 296 | $16K |
| POM Investment Strategies, LLC | 0.02% | No change | 284 | $15K |
| CVA Family Office, LLC | 0.00% | Reduce -13.8% | 280 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +142.6% | 279 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -62.1% | 275 | $14K |
| Robinswood Financial LLC | 0.01% | No change | 264 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -12.8% | 260 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 259 | $14K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 252 | $13K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 237 | $12K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 233 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 232 | $12K |
| Gen-Wealth Partners Inc | 0.00% | No change | 217 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 213 | $11K |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -35.9% | 200 | $10K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 192 | $10K |
| Caldwell Trust Co | 0.00% | New | 192 | $10K |
| Garrison Bradford & Associates Inc. | 0.01% | New | 184 | $10K |
| Hughes Financial Services, LLC | 0.00% | New | 177 | $10K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 177 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 168 | $9K |
| Dunhill Financial, LLC | 0.00% | New | 160 | $8K |
| Global Financial Private Client, LLC | 0.00% | No change | 159 | $8K |
| Pandora Wealth, Inc. | 0.01% | — | 156 | $8K |
| Eastern Bank | 0.00% | No change | 151 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 150 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 142 | $7K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.6% | 131 | $7K |
| SRH Advisors, LLC | 0.00% | No change | 127 | $7K |
| NewSquare Capital LLC | 0.00% | Add +92.1% | 121 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -7.0% | 119 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 127 | $6K |
| Zions Bancorporation, National Association | 0.00% | — | 117 | $6K |
| First PREMIER Bank | 0.00% | No change | 121 | $6K |
| Penserra Capital Management LLC | 0.00% | No change | 129 | $6K |
| JCIC Asset Management Inc. | 0.00% | No change | 113 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -6.5% | 100 | $5K |
| First United Bank & Trust | 0.00% | New | 94 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 93 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +7.2% | 89 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -6.4% | 88 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -66.4% | 84 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $4K |
| Transce3nd, LLC | 0.00% | Reduce -92.2% | 70 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 64 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 59 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 57 | $3K |
| Mather Group, Llc. | 0.00% | No change | 57 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 55 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 45 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -34.4% | 40 | $2K |
| Rossby Financial, LCC | 0.00% | New | 37 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 35 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $2K |
| Trust Co | 0.00% | New | 33 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 28 | $1K |
| Covestor Ltd | 0.00% | No change | 22 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -90.8% | 18 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 19 | $994 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 18 | $943 |
| Sittner & Nelson, LLC | 0.00% | Reduce -79.8% | 18 | $942 |
| New Millennium Group LLC | 0.00% | No change | 13 | $681 |
| Sound Income Strategies, LLC | 0.00% | No change | 11 | $577 |
| American Capital Advisory, LLC | 0.00% | New | 10 | $525 |
| Perkins Coie Trust Co | 0.00% | New | 6 | $314 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $263 |
| Salem Investment Counselors Inc. | 0.00% | No change | 5 | $263 |
| High Note Wealth, LLC | 0.00% | No change | 5 | $262 |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $262 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $194 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is BN's weight in each manager's 13F, not the share of Brookfield Corp. the manager owns.