BrookfieldBN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 937 institutions reported holding Brookfield Corp. (BN) in their 13F filings, up 57 from Q3 2025. 90 opened new positions and 62 sold out. The largest holders were Partners Value Investments L.P. ($8.3B), Royal Bank of Canada ($5.2B) and Capital World Investors ($4.5B). 14 famous investors held it, including Bill Ackman (18.1% of Pershing Square's portfolio), Chuck Akre (13.5% of Akre Capital Management's portfolio) and Stephen Mandel (5.4% of Lone Pine Capital's portfolio).
- Company
- Brookfield Corp.
- CUSIP
- 11271J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $2.2B |
| Exits | 62 | $198.0M |
All 13F filers, Q3 2025 → Q4 2025: 90,213,694 shares bought and 70,715,862 shares sold, net +19,497,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 937 holders
| Partners Value Investments L.P. | 77.78% | No change | 181,405,955 | $8.3B |
| Royal Bank of Canada | 0.92% | Reduce -6.3% | 113,652,306 | $5.2B |
| Capital World Investors | 0.62% | Reduce -3.3% | 99,069,016 | $4.5B |
| Vanguard Group Inc. | 0.06% | Add +1.4% | 92,103,120 | $4.2B |
| Principal Financial Group Inc. | 1.52% | Reduce -14.7% | 65,050,624 | $3.0B |
| Pershing Square | 18.15% | Reduce -0.2% | 61,403,089 | $2.8B |
| Bank of Montreal | 1.12% | Reduce -9.8% | 59,074,667 | $2.7B |
| Brookfield Corp | 2.65% | Add +0.1% | 46,581,943 | $2.1B |
| 1832 Asset Management L.P. | 2.67% | Add +86.2% | 45,546,724 | $2.1B |
| Dodge & Cox | 1.02% | New | 41,280,320 | $1.9B |
| TD Asset Management Inc | 1.32% | Reduce -2.4% | 35,763,047 | $1.6B |
| Akre Capital Management | 13.51% | Reduce -6.9% | 26,843,633 | $1.2B |
| Norges Bank | 0.13% | — | 26,740,100 | $1.2B |
| FIL Ltd | 0.89% | Add +2.8% | 25,945,785 | $1.2B |
| Mackenzie Financial Corp. | 1.30% | Reduce -1.4% | 23,841,723 | $1.1B |
| First Manhattan Co. Llc. | 2.87% | Reduce -1.7% | 23,795,141 | $1.1B |
| National Bank of Canada | 1.08% | Reduce -23.1% | 23,031,220 | $1.1B |
| Geode Capital Management, LLC | 0.06% | Add +7.4% | 19,679,423 | $913.6M |
| Cibc World Market Inc. | 1.46% | Add +5.4% | 17,824,212 | $818.0M |
| CIBC Asset Management Inc | 1.92% | Reduce -12.8% | 17,304,740 | $796.3M |
| Lone Pine Capital | 5.37% | Add +4.3% | 15,923,360 | $730.7M |
| FMR LLC | 0.04% | Reduce -9.6% | 15,177,438 | $696.7M |
| Bank of Nova Scotia | 0.94% | Reduce -23.9% | 13,765,260 | $632.0M |
| Federation des caisses Desjardins du Quebec | 2.30% | Reduce -0.4% | 13,106,905 | $601.1M |
| Markel Group | 4.78% | No change | 13,073,609 | $599.9M |
| Canada Pension Plan Investment Board | 0.40% | Add +31.8% | 13,060,197 | $599.7M |
| DAVENPORT & Co LLC | 2.95% | Reduce -7.2% | 11,816,546 | $544.2M |
| Legal & General Group Plc | 0.12% | Add +4.1% | 11,494,884 | $528.4M |
| Bank of America Corp. | 0.04% | Reduce -5.0% | 11,355,565 | $521.1M |
| Scotia Capital Inc. | 2.07% | Add +1.8% | 11,213,519 | $514.0M |
| Toronto Dominion Bank | 0.92% | Add +15.4% | 11,188,994 | $513.8M |
| Manufacturers Life Insurance Company, The | 0.42% | Reduce -12.5% | 11,091,478 | $510.0M |
| Morgan Stanley | 0.03% | Add +3.4% | 10,865,057 | $498.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -6.8% | 9,183,593 | $421.4M |
| Regents of the University of California | 14.69% | No change | 8,979,206 | $412.1M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -21.4% | 7,950,712 | $364.9M |
| Bessemer Group Inc. | 0.50% | Reduce -0.7% | 7,120,759 | $326.8M |
| Baillie Gifford & Co. | 0.27% | Reduce -3.0% | 7,013,657 | $321.9M |
| Neuberger Berman Group LLC | 0.24% | Reduce -3.3% | 6,940,908 | $318.6M |
| Aristotle Capital Management, LLC | 0.59% | Reduce -2.0% | 6,447,071 | $296.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.50% | Add +116.0% | 6,332,685 | $290.8M |
| Third Point | 3.93% | Reduce -11.6% | 6,200,000 | $284.5M |
| TD Waterhouse Canada Inc. | 1.73% | Add +5.3% | 6,078,402 | $278.6M |
| Soroban Capital Partners LP | 1.92% | No change | 5,745,527 | $262.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.66% | Add +26.2% | 5,486,858 | $251.9M |
| BCV Asset Management Inc. | 5.91% | — | 3,689,792 | $233.6M |
| Corient Private Wealth LP | 0.31% | Reduce -6.6% | 4,891,403 | $224.6M |
| Caisse de depot et placement du Quebec | 0.37% | Add +15.8% | 4,760,394 | $218.9M |
| Invesco Ltd. | 0.02% | Reduce -6.0% | 4,651,015 | $213.4M |
| Check Capital Management Inc. | 12.04% | Reduce -0.1% | 4,388,968 | $201.4M |
| CI Investments Inc. | 0.87% | Add +4.1% | 4,326,040 | $198.5M |
| Beutel, Goodman & Co Ltd. | 1.21% | Reduce -7.7% | 4,301,067 | $197.7M |
| Cardinal Capital Management, Inc. | 4.36% | Reduce -5.2% | 3,077,748 | $194.0M |
| Wells Fargo & Company | 0.04% | Reduce -7.5% | 4,052,109 | $186.2M |
| Wellington Management Group LLP | 0.03% | Reduce -7.5% | 4,014,078 | $184.4M |
| Fenimore Asset Management Inc | 3.67% | Reduce -0.5% | 3,842,656 | $176.3M |
| CIBC Private Wealth Group LLC | 0.29% | No change | 3,735,465 | $171.4M |
| Deutsche Bank AG | 0.06% | Add +4.5% | 3,683,285 | $169.0M |
| Baron Capital (BAMCO) | 0.45% | Add +0.9% | 3,635,917 | $166.9M |
| Picton Mahoney Asset Management | 1.82% | Reduce -8.4% | 3,613,638 | $166.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.87% | Add +47.6% | 3,565,901 | $163.7M |
| Cooke & Bieler LP | 1.69% | No change | 3,528,460 | $161.9M |
| Massachusetts Financial Services Co. | 0.05% | Add +0.5% | 3,523,292 | $161.7M |
| Scharf Investments, LLC | 4.33% | Reduce -10.9% | 3,515,805 | $161.4M |
| Novo Holdings A/S | 12.46% | No change | 3,496,245 | $160.4M |
| OMERS ADMINISTRATION Corp | 1.14% | No change | 3,476,683 | $159.5M |
| Alberta Investment Management Corp | 1.06% | Reduce -2.3% | 3,464,602 | $159.1M |
| Mufg Securities (canada), LTD. | 4.20% | Reduce -7.9% | 3,288,214 | $151.0M |
| Addenda Capital Inc. | 3.99% | Add +3.8% | 2,158,161 | $136.0M |
| Clearbridge Investments, LLC | 0.10% | Reduce -2.9% | 2,851,937 | $130.9M |
| McDonald Capital Investors Inc. | 7.60% | Reduce -4.3% | 2,699,130 | $123.9M |
| Cannell & Spears LLC | 2.30% | Reduce -1.7% | 2,659,766 | $122.1M |
| Guardian Capital LP | 3.60% | Add +1.0% | 2,642,075 | $121.4M |
| UBS Group AG | 0.02% | Reduce -5.2% | 2,475,051 | $113.6M |
| Stifel Financial Corp. | 0.10% | Add +0.8% | 2,441,512 | $112.0M |
| Northern Trust Corp. | 0.01% | Reduce -1.5% | 2,396,483 | $110.0M |
| Dixon Mitchell Investment Counsel Inc. | 3.58% | Reduce -1.9% | 2,363,922 | $108.7M |
| Amundi | 0.03% | Add +16.9% | 2,362,880 | $108.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.2% | 2,301,506 | $105.6M |
| Raymond James Financial Inc. | 0.03% | No change | 2,294,959 | $105.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.6% | 2,135,778 | $98.6M |
| Agf Management Ltd. | 0.43% | Reduce -9.7% | 2,128,475 | $98.3M |
| Capital Research Global Investors | 0.02% | Reduce -2.0% | 2,134,876 | $98.0M |
| Aviso Financial Inc. | 3.72% | Add +1.4% | 2,133,276 | $98.0M |
| Sather Financial Group Inc | 5.23% | Reduce -0.8% | 2,119,399 | $97.3M |
| Bruni J V & Co. | 9.53% | Reduce -0.7% | 2,114,031 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 2,107,881 | $96.7M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 6.40% | Reduce -13.4% | 2,031,480 | $93.3M |
| James Hambro & Partners LLP | 3.26% | New | 1,985,354 | $91.1M |
| Marathon Asset Management Ltd | 3.47% | Reduce -5.9% | 1,962,979 | $90.2M |
| Bank of New York Mellon Corp | 0.02% | Add +0.6% | 1,952,645 | $89.6M |
| M&G PLC | 0.43% | Add +2.1% | 1,753,313 | $80.7M |
| Aviva PLC | 0.13% | Add +5.4% | 1,724,711 | $79.3M |
| River Road Asset Management, LLC | 0.86% | Reduce -12.1% | 1,704,456 | $78.2M |
| Heritage Wealth Advisors | 2.83% | Reduce -1.4% | 1,615,356 | $74.1M |
| Horizon Kinetics Asset Management LLC | 0.98% | Reduce -36.0% | 1,583,710 | $72.7M |
| Focus Partners Wealth | 0.08% | Add +1.4% | 1,550,292 | $71.1M |
| HughesLittle Investment Management Ltd. | 11.75% | Reduce -1.9% | 1,542,185 | $70.9M |
| Madison Asset Management, LLC | 0.79% | Reduce -10.9% | 1,498,571 | $68.8M |
| Korea Investment CORP | 0.13% | Add +2.4% | 1,456,551 | $67.0M |
| New South Capital Management Inc. | 2.99% | Reduce -0.1% | 1,416,531 | $65.0M |
| Greenlea Lane Capital Management, LLC | 18.93% | Reduce -1.0% | 1,413,462 | $64.9M |
| Baskin Financial Services Inc. | 4.68% | Reduce -0.7% | 1,353,889 | $62.1M |
| Partners Group Holding AG | 4.09% | Reduce -9.1% | 1,320,346 | $60.6M |
| Capital Advisors Inc. | 0.96% | Add +2.6% | 1,294,410 | $59.4M |
| Broad Run Investment Management, LLC | 10.35% | Reduce -0.1% | 1,214,963 | $55.8M |
| State of Tennessee, Department of Treasury | 0.18% | Reduce -2.1% | 1,212,422 | $55.6M |
| Royal London Asset Management Ltd. | 0.12% | Add +1.7% | 1,205,716 | $55.3M |
| Sequoia Financial Advisors, LLC | 0.31% | Reduce -0.4% | 1,195,653 | $54.9M |
| Florida Trust Wealth Management Co | 1.49% | Reduce -0.6% | 1,176,417 | $54.0M |
| Public Sector Pension Investment Board | 0.18% | Add +187.8% | 1,169,344 | $53.7M |
| Jefferies Financial Group Inc. | 0.43% | New | 1,119,000 | $51.4M |
| Lazard Asset Management LLC | 0.09% | Reduce -14.4% | 1,111,589 | $51.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 1,074,893 | $49.3M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 4.09% | Reduce -3.9% | 763,376 | $48.1M |
| Select Equity Group, L.P. | 0.21% | Reduce -16.1% | 996,111 | $45.8M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 991,211 | $45.5M |
| Tidal Investments LLC | 0.19% | Reduce -5.2% | 984,882 | $45.2M |
| Eubel Brady & Suttman Asset Management Inc. | 5.23% | Reduce -3.5% | 941,818 | $43.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +4.6% | 928,322 | $42.7M |
| Barr E S & Co. | 2.19% | Reduce -1.2% | 916,671 | $42.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -8.4% | 904,532 | $41.5M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -9.1% | 873,694 | $40.2M |
| Beck Mack & Oliver LLC | 0.70% | No change | 841,998 | $38.6M |
| Maestria Partners LLC | 10.82% | No change | 805,187 | $37.0M |
| Citigroup Inc. | 0.03% | Reduce -19.9% | 801,845 | $36.9M |
| Creative Planning | 0.03% | No change | 784,802 | $36.0M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -19.5% | 768,004 | $35.3M |
| Natixis Advisors, LLC | 0.05% | Reduce -1.1% | 748,690 | $34.4M |
| Private Management Group Inc. | 1.00% | Reduce -3.0% | 747,996 | $34.3M |
| Northwest & Ethical Investments L.P. | 0.75% | Add +3.8% | 727,673 | $33.4M |
| State of Wisconsin Investment Board | 0.07% | New | 723,099 | $33.2M |
| Callahan Advisors, LLC | 2.65% | Reduce -1.4% | 703,895 | $32.3M |
| Cetera Investment Advisers | 0.03% | Add +5.8% | 672,268 | $30.9M |
| Bank of Nova Scotia Trust Co. | 2.61% | Add +6.0% | 652,930 | $30.0M |
| Smith Salley Wealth Management | 1.48% | Reduce -1.3% | 650,929 | $29.9M |
| Obermeyer Wealth Partners | 1.36% | Reduce -0.6% | 646,169 | $29.7M |
| Jackson Hill Advisors, LLC | 13.73% | Reduce -1.1% | 645,000 | $29.6M |
| America First Investment Advisors, LLC | 5.16% | Reduce -1.3% | 617,483 | $28.3M |
| Bridgewater Associates | 0.09% | Reduce -2.1% | 565,075 | $26.0M |
| Zurich Insurance Group Ltd | 0.18% | Add +0.5% | 561,220 | $25.8M |
| Third Avenue Management LLC | 4.57% | Reduce -3.4% | 548,119 | $25.2M |
| Factory Mutual Insurance Co. | 0.25% | Reduce -2.4% | 547,650 | $25.1M |
| O'shaughnessy Asset Management, LLC | 0.13% | Reduce -7.4% | 531,554 | $24.4M |
| Guardian Partners Inc. | 1.94% | Add +20.8% | 530,895 | $24.2M |
| Life Cycle Investment Partners Ltd | 0.17% | — | 384,342 | $23.7M |
| Hillsdale Investment Management Inc. | 0.62% | Reduce -34.8% | 490,364 | $22.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.11% | Add +6.1% | 479,396 | $22.0M |
| Schwartz Investment Counsel Inc. | 0.77% | Add +1.3% | 477,660 | $21.9M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.31% | — | 466,416 | $21.4M |
| Saraza Management, LP | 8.12% | Reduce -6.0% | 458,500 | $21.0M |
| Captrust Financial Advisors | 0.04% | Add +183.3% | 453,359 | $20.8M |
| Varma Mutual Pension Insurance Co | 0.13% | Add +3.4% | 451,819 | $20.8M |
| Mizuho Markets Americas LLC | 0.44% | No change | 450,000 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | No change | 448,226 | $20.6M |
| Oak Grove Capital LLC | 4.05% | Add +10.4% | 444,411 | $20.4M |
| Chemistry Wealth Management LLC | 3.76% | Add +1.1% | 437,620 | $20.1M |
| Chicago Partners Investment Group LLC | 0.49% | Reduce -34.5% | 422,444 | $19.9M |
| LPL Financial LLC | 0.01% | Add +7.0% | 434,132 | $19.9M |
| QV Investors Inc. | 1.60% | Reduce -7.0% | 425,837 | $19.6M |
| Eldred Rock Partners, LLC | 5.04% | Reduce -10.9% | 423,659 | $19.4M |
| Forsta Ap-Fonden | 0.11% | Reduce -2.4% | 412,350 | $19.0M |
| DDD Partners, LLC | 1.20% | New | 410,009 | $18.8M |
| Pictet North America Advisors SA | 1.77% | New | 405,659 | $18.7M |
| Mraz, Amerine & Associates, Inc. | 2.74% | Add +16.6% | 401,542 | $18.4M |
| Triasima Portfolio Management inc. | 2.74% | Reduce -8.2% | 397,781 | $18.3M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.16% | — | 378,778 | $17.4M |
| MAI Capital Management | 0.10% | No change | 377,573 | $17.3M |
| Investment Management Corp of Ontario | 0.23% | Add +99.0% | 373,179 | $17.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.2% | 370,308 | $17.0M |
| GoodHaven Capital Management, LLC | 5.17% | Add +1.7% | 344,684 | $15.8M |
| Asset Management Advisors, LLC | 9.48% | Reduce -0.2% | 341,414 | $15.7M |
| Capital International Sarl | 0.25% | Reduce -11.7% | 340,830 | $15.6M |
| PCJ Investment Counsel Ltd. | 3.79% | Reduce -4.3% | 334,090 | $15.3M |
| Purpose Unlimited Inc. | 0.71% | — | 332,889 | $15.3M |
| Cna Financial Corp. | 7.25% | Reduce -1.5% | 325,000 | $14.9M |
| Loews Corp | 0.12% | Reduce -1.5% | 325,000 | $14.9M |
| Live Oak Private Wealth LLC | 2.02% | No change | 323,584 | $14.8M |
| USS Investment Management Ltd | 0.07% | No change | 322,054 | $14.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -10.3% | 318,060 | $14.7M |
| Swiss Life Asset Management Ltd | 0.07% | Add +12.6% | 317,701 | $14.6M |
| Intact Investment Management Inc. | 0.41% | Add +3.7% | 311,305 | $14.3M |
| Van Eck Associates Corp. | 0.01% | Add +11.1% | 308,292 | $14.1M |
| Van Den Berg Management I, Inc. | 3.13% | Reduce -2.1% | 297,347 | $13.6M |
| BNP Paribas | 0.39% | No change | 295,639 | $13.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.11% | Add +27.1% | 210,566 | $13.3M |
| EdgePoint Investment Group Inc. | 0.10% | Reduce -65.9% | 277,038 | $12.7M |
| ArrowMark Colorado Holdings LLC | 0.28% | Reduce -3.5% | 273,256 | $12.5M |
| Mariner, LLC | 0.01% | Add +1.6% | 270,020 | $12.4M |
| LGT Fund Management Co Ltd. | 0.98% | No change | 267,953 | $12.4M |
| Kirr Marbach & Co. LLC | 2.34% | Reduce -0.4% | 267,120 | $12.3M |
| Adalta Capital Management LLC | 5.46% | Add +2.6% | 266,476 | $12.2M |
| Brown Advisory Inc. | 0.02% | Reduce -1.1% | 264,848 | $12.2M |
| Baird Financial Group, Inc. | 0.02% | Add +0.4% | 263,727 | $12.1M |
| Ravenstone Capital Management Inc. | 5.40% | Add +7.8% | 257,645 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Add +21.5% | 250,642 | $11.5M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -3.9% | 249,263 | $11.4M |
| Blue Zone Wealth Advisors, LLC | 2.12% | Add +2.5% | 241,119 | $11.1M |
| Timber Creek Capital Management LLC | 2.57% | No change | 240,974 | $11.1M |
| Tsai Capital Corp | 7.53% | New | 240,868 | $11.1M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -33.3% | 244,684 | $10.9M |
| Maryland State Retirement & Pension System | 0.23% | Add +0.2% | 237,910 | $10.9M |
| Utah Retirement Systems | 0.10% | No change | 237,390 | $10.9M |
| Templeton & Phillips Capital Management, LLC | 7.20% | Add +13.9% | 235,746 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.6% | 233,889 | $10.7M |
| Ervin Investment Management, LLC | 5.99% | Reduce -1.4% | 233,105 | $10.7M |
| Pinebridge Investments LLC | 0.08% | — | 231,902 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.3% | 231,407 | $10.6M |
| Public Employees Retirement System of Ohio | 0.03% | Add +0.3% | 230,845 | $10.6M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -61.7% | 230,427 | $10.6M |
| Moerus Capital Management LLC | 4.51% | Reduce -3.3% | 227,939 | $10.5M |
| Providence Capital Advisors, LLC | 1.74% | Add +0.6% | 225,297 | $10.3M |
| Quantinno Capital Management LP | 0.02% | Add +23.5% | 218,735 | $10.0M |
| National Philanthropic Trust | 0.10% | No change | 218,527 | $10.0M |
| Parkside Investments, LLC | 1.24% | Add +0.5% | 214,255 | $9.8M |
| Atlantic Union Bankshares Corp | 0.18% | Reduce -7.9% | 213,019 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.7% | 212,621 | $9.8M |
| Barclays PLC | 0.00% | Add +37.2% | 201,273 | $9.2M |
| WCM Investment Management, LLC | 0.02% | Add +43.6% | 199,116 | $9.2M |
| Marex Group Ltd | 0.10% | No change | 199,042 | $9.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 144,481 | $9.1M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 197,798 | $9.1M |
| Graybill Wealth Management, LTD. | 2.68% | Add +3.1% | 197,700 | $9.1M |
| Texas Yale Capital Corp. | 0.26% | Add +0.3% | 186,997 | $8.6M |
| Cerity Partners LLC | 0.01% | Add +13.6% | 185,816 | $8.5M |
| Jane Street Group, LLC | 0.01% | Add +20.7% | 183,318 | $8.4M |
| Millennium Management | 0.01% | New | 182,790 | $8.4M |
| Blue Sky Capital Consultants Group, Inc. | 3.60% | Add +3.3% | 179,676 | $8.2M |
| Tacita Capital Inc | 4.74% | Add +3.5% | 178,150 | $8.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.8% | 177,026 | $8.1M |
| Avanza Fonder AB | 0.20% | Add +12.3% | 126,801 | $8.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -32.1% | 172,000 | $7.9M |
| First Foundation Advisors | 0.29% | Reduce -5.0% | 169,478 | $7.8M |
| Lipe & Dalton | 3.83% | Reduce -2.2% | 168,986 | $7.8M |
| Louisbourg Investments Inc. | 1.53% | Reduce -2.9% | 167,148 | $7.7M |
| Capital International Ltd. | 0.27% | Reduce -19.5% | 167,059 | $7.7M |
| Culbertson A N & Co. Inc. | 1.02% | Add +10.1% | 162,492 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.2% | 161,722 | $7.4M |
| Capital International, Inc. | 0.06% | Reduce -22.9% | 160,900 | $7.4M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -0.9% | 160,076 | $7.3M |
| Lorne Steinberg Wealth Management Inc. | 1.68% | Add +1.8% | 159,026 | $7.3M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 158,751 | $7.3M |
| Pacifica Partners Inc. | 3.23% | Reduce -0.6% | 156,447 | $7.3M |
| Kirtland Hills Capital Management, LLC | 2.55% | Add +24.6% | 158,360 | $7.3M |
| Pathstone Holdings, LLC | 0.03% | Add +18.8% | 156,335 | $7.2M |
| HB Wealth Management, LLC | 0.05% | Add +0.7% | 155,734 | $7.1M |
| King Luther Capital Management Corp. | 0.03% | Reduce -0.9% | 153,823 | $7.1M |
| Davis-Rea LTD. | 1.76% | Reduce -4.3% | 153,231 | $7.0M |
| Lawson Kroeker Investment Management Inc. | 2.09% | Reduce -13.9% | 152,993 | $7.0M |
| Gold Investment Management Ltd. | 2.20% | Add +0.4% | 150,401 | $6.9M |
| AQR Capital Management | 0.00% | Add +175.2% | 150,169 | $6.9M |
| Triangle Securities Wealth Management | 1.44% | Add +0.3% | 149,126 | $6.8M |
| Lee Danner & Bass Inc. | 0.49% | Reduce -8.7% | 148,998 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.1% | 145,232 | $6.7M |
| Generali Asset Management SPA SGR | 0.13% | Reduce -25.9% | 103,326 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -6.6% | 140,822 | $6.5M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +2464.0% | 139,031 | $6.4M |
| Walleye Partners, LLC | 7.09% | — | 138,996 | $6.4M |
| BTC Capital Management, Inc. | 0.44% | Reduce -5.6% | 136,111 | $6.3M |
| Sei Investments Co. | 0.01% | Add +250.6% | 135,933 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.5% | 126,777 | $6.2M |
| ASO GROUP Ltd | 2.43% | — | 135,543 | $6.2M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -33.2% | 132,192 | $6.1M |
| Principal Securities, Inc. | 0.09% | Add +3.3% | 130,178 | $6.0M |
| Pinnacle Financial Partners, Inc. | 0.04% | — | 118,414 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +1.4% | 116,549 | $5.3M |
| Burkett Asset Management Ltd | 5.38% | — | 115,786 | $5.3M |
| Midway Capital Research & Management | 5.17% | — | 115,706 | $5.3M |
| Capital Fund Management S.A. | 0.05% | Add +42.5% | 115,685 | $5.3M |
| Waterfront Wealth Inc. | 0.99% | Reduce -33.4% | 111,181 | $5.2M |
| Hosking Partners LLP | 0.17% | Reduce -11.2% | 111,808 | $5.1M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -7.0% | 108,369 | $5.0M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.22% | — | 107,029 | $4.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 106,500 | $4.9M |
| Roundview Capital LLC | 0.30% | Add +0.1% | 106,820 | $4.9M |
| American Century Companies Inc. | 0.00% | Add +4.2% | 106,139 | $4.9M |
| Portland Investment Counsel Inc. | 1.47% | Add +17.1% | 105,728 | $4.9M |
| Blue Fin Capital, Inc. | 0.73% | Reduce -3.3% | 103,213 | $4.7M |
| K.J. Harrison & Partners Inc | 0.62% | Reduce -1.2% | 102,182 | $4.7M |
| Gulf International Bank (UK) Ltd | 0.15% | No change | 101,430 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -7.7% | 99,364 | $4.6M |
| Trexquant Investment LP | 0.04% | Add +1189.3% | 98,320 | $4.5M |
| ExodusPoint Capital Management, LP | 0.05% | New | 97,500 | $4.5M |
| Canal Capital Management, LLC | 0.63% | Add +1447.8% | 96,116 | $4.4M |
| US Bancorp \de | 0.01% | Add +18.3% | 95,799 | $4.4M |
| Guardian Wealth Management, Inc. | 2.47% | Reduce -0.9% | 91,615 | $4.2M |
| Strategic Wealth Partners, Ltd. | 0.29% | No change | 91,372 | $4.2M |
| Prescott Group Capital Management, L.L.C. | 0.38% | No change | 90,000 | $4.1M |
| Gabelli Funds LLC | 0.03% | No change | 89,700 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 89,515 | $4.1M |
| SOL Capital Management CO | 0.37% | Add +2.5% | 88,912 | $4.1M |
| Voleon Capital Management LP | 0.09% | New | 88,713 | $4.1M |
| Montrusco Bolton Investments Inc. | 0.05% | Add +7.0% | 88,351 | $4.1M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -8.2% | 88,110 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.7% | 87,952 | $4.0M |
| Davidson Kahn Capital Management, LLC | 2.06% | Add +0.5% | 86,229 | $4.0M |
| &partners | 0.02% | Add +4.8% | 85,507 | $3.9M |
| Ashton Thomas Securities, LLC | 0.74% | Reduce -14.9% | 84,548 | $3.9M |
| Ruffer LLP | 0.18% | No change | 84,750 | $3.9M |
| Chicago Capital, LLC | 0.10% | No change | 84,844 | $3.9M |
| Manitou Investment Management Ltd. | 0.68% | No change | 84,503 | $3.9M |
| Shelter Mutual Insurance Co | 0.86% | No change | 84,196 | $3.9M |
| Epiq Partners, LLC | 1.83% | Reduce -0.4% | 82,855 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | Reduce -2.0% | 81,794 | $3.8M |
| Osmosis Investment Management UK Ltd | 0.09% | — | 81,236 | $3.7M |
| Stamos Capital Partners, L.P. | 0.59% | Reduce -6.7% | 79,832 | $3.7M |
| Jamison Private Wealth Management, Inc. | 0.45% | Reduce -8.8% | 76,029 | $3.6M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -7.2% | 78,037 | $3.6M |
| Jackson Hole Capital Partners, LLC | 0.61% | Add +0.3% | 77,150 | $3.5M |
| St. Louis Trust Co | 0.40% | New | 76,866 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.2% | 76,504 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.6% | 75,975 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.1% | 75,707 | $3.5M |
| Natixis | 0.01% | Add +72.2% | 75,706 | $3.5M |
| Carnegie Lake Advisors LLC | 1.31% | Add +8.8% | 75,209 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -5.5% | 74,924 | $3.4M |
| Buttonwood Financial Advisors Inc. | 1.12% | Add +0.3% | 73,528 | $3.4M |
| Allen Investment Management, LLC | 0.04% | Add +4.5% | 73,205 | $3.4M |
| Investment House LLC | 0.16% | Add +1.1% | 72,894 | $3.3M |
| AIA Group Ltd | 0.05% | Reduce -32.8% | 72,300 | $3.3M |
| Third View Private Wealth, LLC | 0.45% | — | 72,090 | $3.3M |
| Ritholtz Wealth Management | 0.06% | Reduce -0.2% | 72,080 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.6% | 71,405 | $3.3M |
| Elm Partners Management LLC | 0.15% | No change | 69,811 | $3.2M |
| Taylor Hoffman Capital Management LLC | 0.97% | No change | 69,518 | $3.2M |
| Needham Investment Management LLC | 0.20% | No change | 69,440 | $3.2M |
| Carmel Capital Partners, LLC | 1.11% | Add +53.0% | 68,913 | $3.2M |
| Fiduciary Trust Co | 0.04% | Reduce -0.3% | 67,916 | $3.1M |
| Intech Investment Management LLC | 0.03% | Reduce -15.7% | 66,630 | $3.1M |
| Ancora Advisors LLC | 0.06% | Reduce -0.7% | 66,372 | $3.0M |
| Hikari Tsushin, Inc. | 0.20% | No change | 65,646 | $3.0M |
| Tritonpoint Wealth, LLC | 0.30% | Reduce -0.6% | 65,523 | $3.0M |
| Mgo One Seven LLC | 0.06% | Reduce -3.4% | 63,998 | $2.9M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -22.6% | 62,754 | $2.9M |
| Herold Advisors, Inc. | 0.64% | Reduce -3.2% | 62,014 | $2.9M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -4.2% | 61,743 | $2.8M |
| Salvus Wealth Management, LLC | 1.55% | Add +0.6% | 60,424 | $2.8M |
| Quadrant Capital Group LLC | 0.08% | No change | 59,833 | $2.7M |
| Acadian Asset Management LLC | 0.00% | Reduce -51.5% | 59,779 | $2.7M |
| Metis Global Partners, LLC | 0.06% | Reduce -26.2% | 59,371 | $2.7M |
| L & S Advisors Inc | 0.27% | Add +3.8% | 57,644 | $2.6M |
| Rhodes Investment Advisors Inc. | 2.13% | — | 57,509 | $2.6M |
| Sowell Financial Services LLC | 0.10% | Add +13.7% | 56,919 | $2.6M |
| Tandem Capital Management Corp. | 1.18% | Reduce -0.5% | 56,485 | $2.6M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -18.7% | 55,927 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.3% | 54,694 | $2.5M |
| Everett Harris & Co. | 0.03% | No change | 54,342 | $2.5M |
| UniSuper Management Pty Ltd | 0.01% | Add +13.2% | 39,550 | $2.5M |
| Sage Investment Counsel LLC | 2.72% | No change | 53,918 | $2.5M |
| Gotham Asset Management | 0.01% | Reduce -5.8% | 53,884 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -5.3% | 53,539 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -22.6% | 53,159 | $2.4M |
| Graham Capital Management, L.P. | 0.12% | Add +254.6% | 52,322 | $2.4M |
| Cardinal Point Capital Management ULC | 0.16% | Reduce -1.3% | 52,106 | $2.4M |
| Radnor Capital Management, LLC | 0.36% | Reduce -1.4% | 52,136 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +54.2% | 51,857 | $2.4M |
| HRT Financial LP | 0.01% | Add +41.7% | 51,747 | $2.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -1.6% | 51,156 | $2.3M |
| Value Partners Investments Inc. | 0.18% | Add +4.3% | 51,031 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +9.4% | 50,678 | $2.3M |
| Ravenswood Partners LP | 0.77% | Reduce -34.4% | 50,298 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +70.3% | 50,126 | $2.3M |
| Geo Capital Gestora de Recursos Ltd | 4.71% | New | 49,708 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +9.8% | 49,691 | $2.3M |
| Wulff, Hansen & Co. | 1.89% | No change | 49,190 | $2.3M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -2.9% | 49,103 | $2.3M |
| Koa Wealth Management, LLC | 1.53% | Add +32.2% | 48,593 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -1.8% | 48,488 | $2.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | No change | 48,234 | $2.2M |
| AlTi Global, Inc. | 0.05% | Add +0.8% | 48,060 | $2.2M |
| Northwest Financial Advisors | 4.50% | Reduce -5.3% | 47,696 | $2.2M |
| PenderFund Capital Management Ltd. | 0.81% | No change | 46,110 | $2.1M |
| Rathbones Group PLC | 0.01% | Reduce -9.8% | 45,957 | $2.1M |
| Trust Co. of Vermont | 0.09% | Reduce -4.2% | 46,001 | $2.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.28% | Add +50.2% | 45,999 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +18.2% | 45,879 | $2.1M |
| Phraction Management LLC | 0.58% | No change | 44,909 | $2.1M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -2.8% | 44,811 | $2.1M |
| Rinkey Investments | 0.52% | Add +39.3% | 44,717 | $2.1M |
| Curi Capital, LLC | 0.04% | Reduce -1.4% | 44,659 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +3.3% | 44,479 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -31.6% | 44,386 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +23.3% | 43,106 | $2.0M |
| ASR Vermogensbeheer N.V. | 0.02% | No change | 42,676 | $2.0M |
| Lombard Odier Asset Management (Switzerland) SA | 0.08% | Reduce -45.1% | 42,363 | $1.9M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -2.9% | 42,106 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -0.9% | 41,910 | $1.9M |
| Capital Group Investment Management Pte. LTD. | 0.30% | Reduce -16.2% | 40,590 | $1.9M |
| Parsons Capital Management Inc. | 0.10% | Add +0.6% | 40,400 | $1.9M |
| Journey Retirement Planning & Investment Management LLC | 0.38% | — | 39,932 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | No change | 39,497 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +15.1% | 38,924 | $1.8M |
| Moseley Investment Management Inc. | 0.55% | Reduce -10.4% | 38,687 | $1.8M |
| Vise Technologies, Inc. | 0.03% | Add +27.7% | 37,344 | $1.7M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.14% | New | 37,085 | $1.7M |
| Banco BTG Pactual S.A. | 0.30% | No change | 36,412 | $1.7M |
| Bingham Private Wealth, LLC | 1.44% | — | 36,317 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +12.8% | 36,280 | $1.7M |
| Bridges Investment Management Inc. | 0.02% | No change | 36,082 | $1.7M |
| Clifford Swan Investment Counsel LLC | 0.05% | Reduce -4.2% | 35,632 | $1.6M |
| Lester Murray Antman dba SimplyRich | 0.42% | No change | 35,351 | $1.6M |
| Ossiam | 0.03% | Reduce -61.8% | 34,809 | $1.6M |
| Candriam S.C.A. | 0.01% | Add +72.3% | 34,427 | $1.6M |
| Greenland Capital Management LP | 0.24% | Reduce -17.3% | 33,500 | $1.5M |
| Gilbert & Cook, Inc. | 0.19% | Reduce -15.7% | 32,688 | $1.5M |
| Credit Agricole S A | 0.00% | Add +10.9% | 32,523 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 32,503 | $1.5M |
| Hendershot Investments Inc. | 0.19% | Reduce -2.2% | 32,394 | $1.5M |
| Washington Trust Advisors, Inc. | 0.11% | No change | 32,148 | $1.5M |
| Powell Investment Advisors, LLC | 0.51% | Reduce -11.6% | 32,086 | $1.5M |
| Quadrature Capital Ltd | 0.01% | New | 31,750 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -23.8% | 24,059 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 30,919 | $1.4M |
| Choreo, LLC | 0.02% | Add +31.2% | 30,158 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.2% | 30,759 | $1.4M |
| Round Rock Advisors LLC | 0.21% | No change | 30,712 | $1.4M |
| Compound Planning, Inc. | 0.04% | Add +9.0% | 30,461 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | No change | 30,449 | $1.4M |
| Heritage Investors Management Corp. | 0.04% | No change | 30,433 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +6.0% | 30,269 | $1.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.36% | No change | 29,190 | $1.3M |
| Portside Wealth Group, LLC | 0.18% | Add +2.1% | 28,678 | $1.3M |
| Capricorn Fund Managers Ltd | 0.31% | Add +17.1% | 28,112 | $1.3M |
| Keybank National Association | 0.00% | Reduce -3.7% | 28,017 | $1.3M |
| Norden Group LLC | 0.12% | Reduce -7.5% | 27,709 | $1.3M |
| Segment Wealth Management, LLC | 0.07% | No change | 27,405 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +34.0% | 27,265 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -7.9% | 26,855 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Reduce -3.3% | 26,700 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +22.0% | 26,690 | $1.2M |
| Havemeyer Place LP | 0.24% | — | 26,609 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +44.0% | 26,541 | $1.2M |
| Fisher Asset Management | 0.00% | Add +23.8% | 26,446 | $1.2M |
| Clearstead Trust, LLC | 0.19% | Reduce -3.0% | 26,371 | $1.2M |
| Sava Infond d.o.o. | 0.16% | New | 26,130 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -51.6% | 26,050 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Reduce -4.4% | 27,546 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.4% | 24,946 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Add +1.5% | 24,582 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +374.1% | 24,466 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Reduce -31.3% | 24,213 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +226.6% | 23,903 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +3.3% | 23,489 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +106.4% | 23,378 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Reduce -17.1% | 23,061 | $1.1M |
| Denali Advisors LLC | 0.12% | Add +0.1% | 22,876 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 22,750 | $1.0M |
| Tudor Investment Corporation | 0.01% | New | 22,709 | $1.0M |
| Avenir Corp. | 0.11% | No change | 22,500 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | — | 21,716 | $997K |
| Pembroke Management, LTD | 0.10% | No change | 21,336 | $979K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -22.4% | 21,313 | $978K |
| Syon Capital LLC | 0.05% | Add +5.1% | 21,215 | $974K |
| Avalon Trust Co | 0.06% | Reduce -12.5% | 21,000 | $964K |
| Icon Wealth Advisors, LLC | 0.06% | Add +2.4% | 20,945 | $961K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -25.6% | 20,860 | $957K |
| Aspiriant, LLC | 0.03% | New | 20,846 | $957K |
| Man Group plc | 0.00% | New | 20,790 | $954K |
| Allworth Financial LP | 0.00% | Add +18.7% | 20,633 | $947K |
| Barometer Capital Management Inc. | 0.23% | Reduce -73.5% | 6,400 | $938K |
| Duncan Williams Asset Management, LLC | 0.23% | Reduce -16.1% | 20,122 | $923K |
| SHP Wealth Management | 0.07% | — | 19,970 | $916K |
| Lincoln Capital LLC | 0.17% | Reduce -0.1% | 19,945 | $915K |
| Signaturefd, LLC | 0.01% | Reduce -1.4% | 19,879 | $912K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.4% | 19,586 | $899K |
| C WorldWide Group Holding A/S | 0.02% | No change | 19,510 | $895K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -16.8% | 19,385 | $890K |
| Heron Bay Capital Management | 0.17% | Reduce -0.6% | 19,286 | $885K |
| Cornerstone Advisory, LLC | 0.08% | Add +0.2% | 19,213 | $882K |
| Kovack Advisors, Inc. | 0.04% | Add +4.6% | 18,942 | $869K |
| Lakewood Asset Management LLC | 0.49% | No change | 18,349 | $842K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -47.2% | 18,233 | $837K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -33.3% | 17,535 | $832K |
| Wellspring Financial Advisors, LLC | 0.07% | New | 18,094 | $830K |
| Baker Tilly Wealth Management, LLC | 0.20% | Reduce -17.7% | 17,978 | $825K |
| Wealthspire Advisors, LLC | 0.01% | Add +9.1% | 17,749 | $815K |
| Stansberry Asset Management, LLC | 0.08% | No change | 17,698 | $814K |
| Armistice Capital, LLC | 0.02% | Add +2.7% | 17,686 | $812K |
| Yousif Capital Management, LLC | 0.01% | Reduce -25.1% | 17,613 | $798K |
| First Pacific Financial | 0.10% | Reduce -6.4% | 16,950 | $778K |
| Skba Capital Management LLC | 0.11% | Reduce -0.5% | 16,832 | $772K |
| Tuttle Capital Management, LLC | 1.71% | Add +4.6% | 16,830 | $772K |
| Leonteq Securities AG | 0.04% | Add +40.1% | 16,710 | $767K |
| TT Capital Management LLC | 0.60% | Reduce -3.5% | 16,425 | $754K |
| Callan Family Office, LLC | 0.02% | Add +92.8% | 16,415 | $753K |
| Farther Finance Advisors, LLC | 0.01% | Add +90.3% | 16,301 | $748K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 16,188 | $743K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -44.3% | 16,157 | $741K |
| One Capital Management, LLC | 0.02% | New | 15,948 | $732K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 15,883 | $729K |
| Arkadios Wealth Advisors | 0.01% | Add +5.0% | 15,838 | $727K |
| Next Capital Management LLC | 0.23% | No change | 15,750 | $723K |
| PFG Investments, LLC | 0.03% | No change | 15,418 | $708K |
| Garrison Point Advisors, LLC | 0.31% | No change | 15,337 | $704K |
| XTX Topco Ltd | 0.02% | Add +141.7% | 15,300 | $702K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.6% | 15,058 | $692K |
| Rubicon Advisors, GP | 0.65% | — | 15,060 | $691K |
| Glenview Trust Co | 0.01% | No change | 15,007 | $689K |
| Corsair Capital Management, L.P. | 0.11% | No change | 15,001 | $688K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 14,990 | $688K |
| Independent Advisor Alliance | 0.02% | Add +28.5% | 14,892 | $683K |
| TBH Global Asset Management, LLC | 0.11% | Add +5.2% | 14,817 | $680K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -1.2% | 14,788 | $679K |
| Xxi Wealth, LLC | 0.41% | — | 14,739 | $676K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +6.4% | 14,698 | $674K |
| HUB Investment Partners, LLC | 0.02% | Add +200.1% | 14,680 | $674K |
| Cwm, LLC | 0.00% | Add +24.4% | 14,598 | $670K |
| SmartHarvest Portfolios, LLC | 0.23% | — | 14,578 | $669K |
| Meketa Investment Group Inc. | 2.26% | No change | 14,577 | $669K |
| Moors & Cabot, Inc. | 0.03% | No change | 14,517 | $666K |
| Mattern Wealth Management LLC | 0.13% | No change | 14,491 | $665K |
| Bristol Gate Capital Partners Inc. | 0.04% | Reduce -46.1% | 14,253 | $655K |
| GoalVest Advisory LLC | 0.13% | No change | 14,224 | $653K |
| Financial Perspectives, Inc | 0.17% | No change | 14,013 | $643K |
| Brooklyn Investment Group | 0.03% | New | 13,595 | $635K |
| Cordoba Advisory Partners LLC | 0.16% | — | 13,795 | $635K |
| Sterling Capital Management LLC | 0.01% | No change | 13,823 | $634K |
| Meritage Portfolio Management | 0.04% | Reduce -13.5% | 13,780 | $632K |
| Kraematon Investment Advisors, Inc. | 0.50% | Add +8.5% | 13,745 | $631K |
| Intellectus Partners, LLC | 0.12% | Reduce -9.3% | 13,739 | $630K |
| Mediolanum International Funds Ltd | 0.01% | Add +42.2% | 13,465 | $624K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.4% | 13,544 | $622K |
| Wolverine Asset Management LLC | 0.04% | No change | 13,492 | $619K |
| Corus Family Wealth Advisors | 0.49% | Reduce -3.6% | 13,372 | $614K |
| Townsquare Capital LLC | 0.14% | Reduce -16.9% | 13,273 | $609K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +58.6% | 13,176 | $605K |
| Corient IA LP | 0.56% | Reduce -22.7% | 13,045 | $599K |
| Anchor Investment Management, LLC | 0.05% | Reduce -0.4% | 13,024 | $598K |
| Vident Advisory, LLC | 0.01% | Add +3.2% | 12,951 | $594K |
| CenterBook Partners LP | 0.03% | Reduce -19.1% | 12,757 | $585K |
| Quent Capital, LLC | 0.04% | Add +178.7% | 12,697 | $583K |
| Malaga Cove Capital, LLC | 0.20% | Reduce -6.3% | 12,649 | $580K |
| Bailard, Inc. | 0.01% | No change | 12,625 | $579K |
| Commerce Bank | 0.00% | Add +0.3% | 12,536 | $575K |
| Birchwood Financial Partners, Inc. | 0.57% | — | 12,528 | $575K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -13.7% | 12,446 | $571K |
| Whalerock Point Partners, LLC | 0.11% | No change | 12,293 | $564K |
| Integrity Alliance, Llc. | 0.02% | Add +0.3% | 12,205 | $560K |
| CRA Financial Services, LLC | 0.07% | No change | 12,150 | $558K |
| 4J Wealth Management LLC | 0.32% | Reduce -4.4% | 12,011 | $551K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -0.6% | 12,000 | $551K |
| Sendero Wealth Management, LLC | 0.06% | No change | 11,879 | $546K |
| Fortis Advisors, LLC | 0.30% | No change | 11,850 | $544K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.4% | 11,828 | $543K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.1% | 11,726 | $538K |
| Composition Wealth, LLC | 0.01% | Reduce -21.2% | 11,492 | $527K |
| Carbahal Olsen Financial Services Group, LLC | 0.40% | No change | 11,443 | $525K |
| EFG International AG | 0.01% | — | 11,317 | $524K |
| Burling Wealth Partners, LLC | 0.08% | Reduce -10.4% | 11,412 | $524K |
| Rochester Wealth Strategies, LLC | 0.33% | No change | 11,400 | $523K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -47.9% | 11,345 | $521K |
| Intrust Bank NA | 0.04% | Reduce -0.5% | 11,316 | $519K |
| Arax Advisory Partners | 0.01% | Add +20.0% | 11,186 | $514K |
| Advisors Capital Management, LLC | 0.01% | No change | 11,160 | $512K |
| Legacy Private Trust Co. | 0.03% | No change | 11,040 | $507K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,039 | $507K |
| Cross Staff Investments Inc | 0.28% | No change | 10,935 | $502K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 10,906 | $501K |
| Global Retirement Partners, LLC | 0.01% | Add +1.4% | 10,817 | $496K |
| Tenon Financial LLC | 0.21% | No change | 10,812 | $496K |
| PDS Planning, Inc | 0.03% | Add +0.3% | 10,804 | $496K |
| M&T Bank Corp | 0.00% | Add +9.6% | 10,781 | $495K |
| Huntington National Bank | 0.00% | Reduce -13.8% | 10,682 | $490K |
| Stephens Inc. | 0.01% | Add +5.3% | 10,593 | $486K |
| Trust Co. of Oklahoma | 0.14% | Reduce -3.3% | 10,500 | $482K |
| O'Brien Wealth Partners LLC | 0.06% | No change | 10,475 | $481K |
| Clearstead Advisors, LLC | 0.01% | Add +29.6% | 10,467 | $480K |
| Hanson & Doremus Investment Management | 0.06% | No change | 10,426 | $478K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -0.3% | 10,381 | $476K |
| Nwam LLC | 0.03% | Reduce -2.4% | 10,283 | $472K |
| Regions Financial Corp. | 0.00% | Reduce -17.7% | 10,276 | $472K |
| Frisch Financial Group, Inc. | 0.10% | Reduce -3.3% | 10,135 | $465K |
| BBR Partners, LLC | 0.02% | No change | 10,125 | $465K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -4.0% | 10,090 | $463K |
| Meadow Creek Wealth Advisors LLC | 0.30% | Reduce -38.5% | 10,074 | $462K |
| Plan A Wealth LLC | 0.22% | No change | 10,004 | $459K |
| Wellington-Altus USA Inc. | 0.34% | — | 9,377 | $459K |
| JBF Capital, Inc. | 0.07% | New | 10,000 | $459K |
| UMB Bank, n.a. | 0.01% | Add +3.1% | 9,978 | $458K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.3% | 9,969 | $457K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +16.2% | 9,822 | $451K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.1% | 9,682 | $446K |
| River Street Advisors LLC | 0.17% | Add +80.4% | 9,649 | $443K |
| Engineers Gate Manager LP | 0.01% | New | 9,625 | $442K |
| Simplicity Wealth,LLC | 0.03% | Add +12.5% | 9,617 | $441K |
| Aprio Wealth Management, LLC | 0.02% | Add +54.8% | 9,405 | $432K |
| Delaney Capital Management Ltd. | 0.07% | — | 9,367 | $431K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.5% | 9,375 | $430K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 9,324 | $429K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -10.3% | 9,141 | $428K |
| Genus Capital Management Inc. | 0.05% | Reduce -0.3% | 9,274 | $426K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -76.3% | 9,256 | $425K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -16.3% | 9,254 | $425K |
| Forum Financial Management, LP | 0.01% | Reduce -1.6% | 9,239 | $424K |
| waypoint wealth counsel | 0.16% | Add +0.7% | 9,216 | $423K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 9,178 | $422K |
| Greenleaf Trust | 0.00% | No change | 9,091 | $417K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 9,004 | $413K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 9,000 | $413K |
| Legacy Advisors, LLC | 0.04% | Add +103.1% | 8,984 | $413K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 8,961 | $411K |
| Catalyst Financial Partners LLC | 0.05% | No change | 8,904 | $409K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +22.6% | 8,579 | $406K |
| Cortland Associates Inc. | 0.05% | No change | 8,851 | $406K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.0% | 8,786 | $403K |
| AMG National Trust Bank | 0.01% | Reduce -1.2% | 8,769 | $402K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.4% | 8,738 | $401K |
| Cidel Asset Management Inc. | 0.03% | Reduce -8.4% | 8,710 | $400K |
| Ethic Inc. | 0.01% | Reduce -16.4% | 8,695 | $399K |
| Tred Avon Family Wealth, LLC | 0.13% | No change | 8,685 | $399K |
| LGT Group Foundation | 0.00% | New | 8,612 | $398K |
| Benjamin Edwards Inc. | 0.00% | Add +83.5% | 8,640 | $397K |
| Westfuller Advisors, LLC | 0.16% | No change | 8,641 | $397K |
| V-Square Quantitative Management LLC | 0.04% | New | 8,641 | $397K |
| Scientech Research LLC | 0.25% | Reduce -28.5% | 8,562 | $393K |
| Gould Asset Management LLC | 0.07% | Reduce -0.2% | 8,524 | $391K |
| Central Pacific Bank - Trust Division | 0.05% | New | 8,500 | $390K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -33.5% | 8,474 | $389K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 8,463 | $388K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -19.6% | 8,437 | $387K |
| Griffin Asset Management, Inc. | 0.04% | No change | 8,410 | $386K |
| Guerra Pan Advisors, LLC | 0.23% | No change | 8,370 | $384K |
| Elevatus Welath Management | 0.10% | New | 8,369 | $384K |
| GAM Holding AG | 0.02% | Reduce -14.4% | 8,350 | $384K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -26.5% | 8,288 | $380K |
| Accuvest Global Advisors | 0.28% | Reduce -88.8% | 8,278 | $380K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -3.2% | 8,276 | $380K |
| Essex Bank | 0.08% | Reduce -1.2% | 8,272 | $380K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | Add +8.9% | 8,267 | $379K |
| Haverford Trust Co | 0.00% | Add +27.0% | 8,205 | $377K |
| Walker Asset Management, LLC | 0.20% | No change | 8,152 | $374K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -37.8% | 8,117 | $372K |
| Flputnam Investment Management Co. | 0.01% | Add +63.8% | 8,109 | $372K |
| Curated Wealth Partners LLC | 0.04% | New | 8,102 | $372K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -8.9% | 8,096 | $372K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 8,010 | $368K |
| GatePass Capital, LLC | 0.19% | New | 8,000 | $367K |
| Firethorn Wealth Partners, LLC | 0.14% | Reduce -14.9% | 7,984 | $366K |
| Family Manage LLC | 0.05% | No change | 7,945 | $365K |
| IFG Advisory, LLC | 0.02% | New | 7,881 | $362K |
| HM Payson & Co. | 0.01% | Add +0.6% | 7,849 | $360K |
| Boston Trust Walden Corp | 0.00% | No change | 7,821 | $359K |
| GAMMA Investing LLC | 0.02% | Add +31.2% | 7,803 | $358K |
| Appleton Partners Inc. | 0.02% | New | 7,809 | $358K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -23.9% | 7,788 | $357K |
| QRG Capital Management, Inc. | 0.00% | Add +24.7% | 7,777 | $357K |
| Roehl & Yi Investment Advisors, LLC | 0.14% | Reduce -5.8% | 7,772 | $357K |
| Capital Investment Advisory Services, LLC | 0.03% | New | 7,704 | $354K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Add +2.1% | 7,697 | $353K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 7,662 | $352K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,617 | $350K |
| Financial Security Advisor, Inc. | 0.07% | No change | 7,488 | $344K |
| Permanent Capital Management, LP | 0.07% | No change | 7,377 | $339K |
| Autumn Glory Partners, LLC | 0.12% | No change | 7,335 | $337K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 7,255 | $333K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,249 | $333K |
| Gibbs Wealth Management | 0.08% | Reduce -12.5% | 6,966 | $332K |
| Americana Partners, LLC | 0.01% | New | 7,192 | $330K |
| Tactive Advisors, LLC | 0.10% | Add +1.9% | 7,152 | $328K |
| Farringdon Capital, Ltd. | 0.08% | New | 7,096 | $326K |
| Colonial Trust Co / SC | 0.04% | Reduce -18.3% | 7,078 | $325K |
| Merit Financial Group, LLC | 0.00% | Add +27.2% | 7,059 | $324K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +249.3% | 7,021 | $322K |
| Wedmont Private Capital | 0.01% | Reduce -6.7% | 6,807 | $321K |
| Ellevest, Inc. | 0.04% | No change | 6,970 | $320K |
| TD Private Client Wealth LLC | 0.01% | Reduce -19.8% | 6,909 | $318K |
| Sivia Capital Partners, LLC | 0.06% | Add +2.4% | 6,918 | $317K |
| West Family Investments, Inc. | 0.07% | Reduce -34.9% | 6,912 | $317K |
| Verity & Verity, LLC | 0.02% | No change | 6,840 | $314K |
| Group One Trading LLC | 0.01% | New | 6,782 | $311K |
| Values Added Financial LLC | 0.13% | No change | 6,750 | $310K |
| New England Professional Planning Group Inc. | 0.13% | No change | 6,750 | $310K |
| Sagewood Asset Management LP | 0.11% | — | 6,750 | $310K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 6,733 | $309K |
| TAGStone Capital, Inc. | 0.11% | No change | 6,688 | $307K |
| Net Worth Advisory Group | 0.06% | New | 6,687 | $307K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 6,683 | $307K |
| Toth Financial Advisory Corp. | 0.03% | No change | 6,600 | $303K |
| Modera Wealth Management, LLC | 0.00% | Add +0.7% | 6,588 | $302K |
| Addison Advisors LLC | 0.07% | No change | 6,529 | $300K |
| Washburn Capital Management, Inc. | 0.16% | No change | 6,525 | $299K |
| Ascent Group, LLC | 0.01% | Add +18.8% | 6,525 | $299K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 6,479 | $297K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -0.2% | 6,325 | $290K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -14.7% | 6,309 | $290K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -8.1% | 6,292 | $289K |
| Ascentis Independent Advisors | 0.05% | Add +0.8% | 6,241 | $286K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -4.2% | 6,204 | $285K |
| Insigneo Advisory Services, LLC | 0.02% | Add +3.9% | 6,184 | $284K |
| IFC Advisors LLC | 0.04% | Reduce -10.8% | 6,178 | $284K |
| Westerkirk Capital Inc. | 0.03% | Reduce -93.2% | 6,140 | $282K |
| Hikari Power Ltd | 0.02% | New | 6,150 | $282K |
| Bellecapital International Ltd. | 0.05% | New | 6,133 | $281K |
| Pinnacle Associates Ltd. | 0.00% | New | 6,108 | $280K |
| Income Insurance Ltd | 0.18% | — | 6,088 | $280K |
| Keebeck Wealth Management | 0.03% | No change | 6,093 | $280K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 6,071 | $279K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -38.9% | 5,850 | $277K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.6% | 6,015 | $276K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 5,960 | $273K |
| Ameriflex Group, Inc. | 0.14% | Add +79.3% | 5,940 | $273K |
| Crawford Investment Counsel Inc. | 0.00% | Reduce -20.3% | 5,917 | $272K |
| Wealthfront Advisers LLC | 0.00% | Add +7.4% | 5,895 | $271K |
| Montag A & Associates Inc. | 0.01% | New | 5,881 | $270K |
| Harbour Investments, Inc. | 0.01% | Add +2.8% | 5,871 | $269K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 5,868 | $269K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.8% | 5,861 | $269K |
| Twin Tree Management, LP | 0.03% | New | 5,758 | $264K |
| Equitable Holdings, Inc. | 0.00% | New | 5,686 | $261K |
| Savant Capital, LLC | 0.00% | New | 5,643 | $259K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 5,577 | $256K |
| KDK Private Wealth Management, LLC | 0.22% | New | 5,559 | $255K |
| Belpointe Asset Management LLC | 0.01% | Reduce -12.2% | 5,514 | $253K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -5.6% | 5,473 | $251K |
| Laurus Global Equity Management Inc. | 0.20% | No change | 5,459 | $251K |
| First Western Trust Bank | 0.01% | No change | 5,428 | $249K |
| Brave Asset Management Inc. | 0.06% | No change | 5,400 | $248K |
| Bfsg, LLC | 0.02% | No change | 5,403 | $248K |
| Capital Investment Advisors, LLC | 0.00% | New | 5,388 | $247K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 5,385 | $247K |
| Wealth Management Strategies, Inc. | 0.11% | No change | 5,372 | $247K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -23.1% | 5,367 | $246K |
| Principle Wealth Partners LLC | 0.01% | Add +0.9% | 5,337 | $245K |
| Occidental Asset Management, LLC | 0.03% | Add +9.0% | 5,332 | $245K |
| Wilson & Boucher Capital Management, LLC | 0.16% | No change | 5,314 | $244K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 5,175 | $242K |
| Pin Oak Investment Advisors Inc. | 0.17% | No change | 5,323 | $241K |
| Northside Capital Management, LLC | 0.02% | No change | 5,250 | $241K |
| Cromwell Holdings LLC | 0.13% | No change | 5,209 | $239K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.7% | 5,195 | $238K |
| Evergreen Capital Management LLC | 0.01% | Reduce -7.4% | 5,160 | $237K |
| D.A. Davidson & Co. | 0.00% | Add +5.3% | 5,158 | $237K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 5,139 | $236K |
| Fulton Bank, N.A. | 0.01% | Reduce -12.1% | 5,141 | $236K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,136 | $236K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 5,101 | $235K |
| Basecamp Wealth Advisors LLC | 0.05% | — | 5,106 | $234K |
| Kahn Brothers Group Inc. | 0.04% | No change | 5,070 | $233K |
| Omnia Family Wealth, LLC | 0.07% | No change | 5,060 | $233K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 5,062 | $232K |
| Gsa Capital Partners LLP | 0.02% | New | 5,039 | $231K |
| Chilton Investment Co. Inc. | 0.00% | No change | 5,014 | $231K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.5% | 4,975 | $230K |
| Transatlantique Private Wealth LLC | 0.07% | New | 5,277 | $230K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.2% | 5,000 | $229K |
| SFE Investment Counsel | 0.04% | Reduce -6.9% | 4,993 | $229K |
| World Investment Advisors | 0.00% | New | 4,992 | $229K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +15.2% | 4,979 | $229K |
| SBI Securities Co., Ltd. | 0.01% | Add +15.2% | 4,975 | $228K |
| Canandaigua National Trust Co of Florida | 0.14% | New | 4,961 | $228K |
| Golden State Wealth Management, LLC | 0.02% | Add +1016.7% | 4,958 | $228K |
| Diversified Trust Co. | 0.00% | Add +7.0% | 4,875 | $224K |
| State of Wyoming | 0.02% | Reduce -1.8% | 4,861 | $223K |
| August Group Capital Ltd | 0.25% | — | 4,861 | $223K |
| Stone Wealth Partners | 0.20% | — | 4,848 | $222K |
| Five Oceans Advisors | 0.08% | No change | 4,822 | $221K |
| Lummis Asset Management, LP | 0.14% | No change | 4,813 | $221K |
| Prosperity Consulting Group, LLC | 0.01% | New | 4,799 | $220K |
| Fulcrum Equity Management | 0.21% | No change | 4,797 | $220K |
| Balefire, LLC | 0.04% | Reduce -77.8% | 4,793 | $220K |
| Ewa, LLC | 0.05% | Add +8.1% | 4,767 | $219K |
| Clark Capital Management Group, Inc. | 0.00% | New | 4,762 | $219K |
| Ducere Wealth Management LLC | 0.08% | — | 4,742 | $218K |
| Evanson Asset Management, LLC | 0.01% | Add +1.8% | 4,741 | $218K |
| Pittenger & Anderson Inc. | 0.01% | Add +25.0% | 4,733 | $217K |
| New Republic Capital, LLC | 0.06% | New | 4,724 | $217K |
| Xponance LLC | 0.00% | New | 4,705 | $216K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 4,707 | $216K |
| Park Place Capital Corp | 0.04% | Add +0.6% | 4,700 | $216K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -2.5% | 4,680 | $215K |
| Arthur M. Cohen & Associates, LLC | 0.03% | No change | 4,644 | $214K |
| Berkshire Asset Management LLC | 0.01% | Add +0.1% | 4,630 | $212K |
| Main Street Research LLC | 0.01% | New | 4,628 | $212K |
| HFG Advisors, Inc. | 0.15% | No change | 4,623 | $212K |
| Independent Financial Group, LLC | 0.00% | Add +0.8% | 4,590 | $211K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +305633.3% | 4,586 | $210K |
| PKS Advisory Services, LLC | 0.05% | New | 4,579 | $210K |
| Opal Capital LLC | 0.05% | — | 4,559 | $209K |
| BNB Wealth Management, LLC | 0.13% | — | 4,554 | $209K |
| Investment Partners Asset Management, Inc. | 0.13% | No change | 4,540 | $208K |
| Roble, Belko & Company, Inc | 0.03% | New | 4,500 | $207K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 4,510 | $207K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 4,489 | $206K |
| Aigen Investment Management, LP | 0.05% | Reduce -70.8% | 3,266 | $206K |
| S Harris Financial Group, LLC | 0.20% | — | 4,478 | $205K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 4,464 | $205K |
| Evoke Wealth, LLC | 0.00% | No change | 4,454 | $204K |
| Debussy Capital Management LP | 0.03% | Add +0.3% | 4,430 | $203K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 4,345 | $199K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -4.2% | 4,294 | $197K |
| Plato Investment Management Ltd | 0.01% | Reduce -79.0% | 4,261 | $197K |
| Princeton Global Asset Management LLC | 0.03% | No change | 3,979 | $183K |
| SG Americas Securities, LLC | 0.00% | New | 3,774 | $173K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -38.1% | 3,719 | $171K |
| Mountain Hill Investment Partners Corp. | 0.12% | No change | 3,585 | $165K |
| Investment Research & Advisory Group, Inc. | 0.05% | No change | 3,375 | $155K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 3,156 | $145K |
| IFP Advisors, Inc | 0.00% | Reduce -1.1% | 2,809 | $129K |
| Morse Asset Management, Inc | 0.03% | No change | 2,700 | $124K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 3,060 | $120K |
| Berbice Capital Management LLC | 0.07% | No change | 2,550 | $117K |
| Centaurus Financial, Inc. | 0.01% | New | 2,522 | $116K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -29.1% | 2,451 | $113K |
| Fifth Third Bancorp | 0.00% | Add +299.8% | 2,387 | $110K |
| Larson Financial Group LLC | 0.00% | Add +102.2% | 2,378 | $109K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.8% | 2,327 | $108K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,313 | $106K |
| Community Bank, N.A. | 0.01% | No change | 2,292 | $105K |
| Chesapeake Asset Management LLC | 0.08% | Reduce -59.8% | 2,220 | $102K |
| Coastline Trust Co | 0.01% | No change | 2,100 | $96K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 2,092 | $96K |
| Nisa Investment Advisors, LLC | 0.00% | Add +11.4% | 1,937 | $89K |
| eCIO, Inc. | 0.04% | New | 1,870 | $86K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -8.4% | 1,815 | $83K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,728 | $79K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.9% | 1,705 | $78K |
| Albion Financial Group | 0.00% | No change | 1,500 | $69K |
| Assetmark, Inc. | 0.00% | Reduce -2.7% | 1,405 | $64K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +6.8% | 1,402 | $64K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -3.1% | 1,324 | $61K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,297 | $60K |
| TCTC Holdings, LLC | 0.00% | No change | 1,285 | $59K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,245 | $57K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 1,200 | $55K |
| Boreal Capital Management LLC | 0.05% | No change | 1,200 | $55K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,146 | $53K |
| Kings Path Partners LLC | 0.02% | No change | 1,128 | $52K |
| South Plains Financial, Inc. | 0.03% | New | 1,098 | $50K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,035 | $47K |
| Seneschal Advisors, LLC | 0.03% | No change | 1,012 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 983 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -0.4% | 977 | $45K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 966 | $44K |
| AdvisorNet Financial, Inc | 0.00% | No change | 964 | $44K |
| Delta Asset Management LLC | 0.00% | Reduce -0.1% | 935 | $43K |
| First Horizon Corp. | 0.00% | Add +3.5% | 908 | $42K |
| Spire Wealth Management | 0.00% | Reduce -60.5% | 888 | $41K |
| Versant Capital Management, Inc | 0.00% | Reduce -16.6% | 813 | $37K |
| St Germain D J Co. Inc. | 0.00% | No change | 811 | $37K |
| Entrust Financial LLC | 0.03% | — | 769 | $35K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.1% | 751 | $34K |
| Hilltop National Bank | 0.01% | No change | 724 | $33K |
| SageView Advisory Group, LLC | 0.00% | New | 645 | $30K |
| Truvestments Capital LLC | 0.01% | No change | 640 | $29K |
| Exchange Traded Concepts, LLC | 0.00% | New | 595 | $27K |
| Western Pacific Wealth Management, LP | 0.03% | No change | 586 | $27K |
| Blue Trust, Inc. | 0.00% | Add +3.7% | 568 | $26K |
| Quattro Advisors LLC | 0.02% | — | 564 | $26K |
| MCF Advisors LLC | 0.00% | New | 556 | $26K |
| Colonial Trust Advisors | 0.00% | Reduce -33.3% | 550 | $25K |
| Oakworth Capital, Inc. | 0.00% | No change | 540 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +7.2% | 500 | $24K |
| Fortis Group Advisors, LLC | 0.00% | No change | 505 | $23K |
| Flagship Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 481 | $22K |
| Swiss Re Ltd. | 0.00% | — | 479 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 438 | $21K |
| Costello Asset Management, INC | 0.01% | Reduce -0.1% | 460 | $21K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -0.1% | 436 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 420 | $19K |
| MTM Investment Management, LLC | 0.01% | Reduce -0.1% | 415 | $19K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Add +6.0% | 407 | $19K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -59.5% | 412 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.1% | 412 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 405 | $19K |
| Robinswood Financial LLC | 0.01% | No change | 396 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 390 | $18K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -9.4% | 379 | $17K |
| West Financial Advisors, LLC | 0.00% | New | 375 | $17K |
| Tobam | 0.00% | No change | 267 | $17K |
| Scarborough Advisors, LLC | 0.00% | Reduce -0.1% | 352 | $16K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Reduce -0.1% | 349 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 348 | $16K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -0.1% | 325 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 319 | $15K |
| Evermay Wealth Management LLC | 0.00% | New | 312 | $14K |
| Grove Bank & Trust | 0.00% | New | 306 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -18.0% | 294 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 300 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 297 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 288 | $13K |
| Caldwell Trust Co | 0.00% | No change | 288 | $13K |
| Birchbrook, Inc. | 0.01% | Reduce -33.3% | 250 | $13K |
| First United Bank & Trust | 0.00% | No change | 270 | $12K |
| Hughes Financial Services, LLC | 0.00% | Reduce -33.3% | 265 | $12K |
| Wellington Shields & Co., LLC | 0.00% | Reduce -53.2% | 264 | $12K |
| Bare Financial Services, Inc | 0.00% | Reduce -0.4% | 263 | $12K |
| North Star Investment Management Corp. | 0.00% | Reduce -0.4% | 251 | $12K |
| Root Financial Partners, LLC | 0.00% | Reduce -46.5% | 248 | $11K |
| Dunhill Financial, LLC | 0.00% | No change | 240 | $11K |
| CDKV Holdings LLC | 0.01% | — | 225 | $10K |
| SRH Advisors, LLC | 0.00% | Add +17.6% | 224 | $10K |
| Essential Partners LLC | 0.00% | No change | 183 | $8K |
| Concord Wealth Partners | 0.00% | Reduce -0.3% | 178 | $8K |
| First PREMIER Bank | 0.00% | Reduce -0.3% | 181 | $8K |
| Highline Wealth Partners LLC | 0.00% | Reduce -53.9% | 162 | $7K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -16.7% | 160 | $7K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.3% | 160 | $7K |
| Imprint Wealth LLC | 0.03% | Reduce -67.1% | 151 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 148 | $7K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -0.3% | 145 | $7K |
| Penserra Capital Management LLC | 0.00% | Reduce -4.2% | 138 | $6K |
| United Financial Planning Group LLC | 0.00% | New | 127 | $6K |
| McMillan Office, Inc. | 0.00% | — | 119 | $5K |
| Missouri Trust & Investment Co | 0.00% | Reduce -0.4% | 112 | $5K |
| NFSG Corp | 0.00% | New | 105 | $5K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 97 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -0.5% | 97 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +6.4% | 91 | $4K |
| SouthState Bank Corp | 0.00% | New | 88 | $4K |
| Dagco, Inc. | 0.00% | New | 82 | $4K |
| Sunrise Financial Services, LLC | 0.00% | — | 75 | $3K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 72 | $3K |
| Rossby Financial, LCC | 0.00% | Add +27.9% | 71 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -90.4% | 54 | $2K |
| McIlrath & Eck, LLC | 0.00% | Reduce -39.0% | 54 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -1.9% | 53 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -0.9% | 52 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 51 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 46 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -1.1% | 46 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 45 | $2K |
| Covestor Ltd | 0.00% | No change | 33 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 42 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 35 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 33 | $2K |
| Dorato Capital Management | 0.00% | — | 30 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 30 | $1K |
| Stone House Investment Management, LLC | 0.00% | Add +300.0% | 30 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 25 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -3.7% | 13 | $597 |
| Triumph Capital Management | 0.00% | New | 11 | $505 |
| High Note Wealth, LLC | 0.00% | Reduce -6.7% | 7 | $321 |
| Financial Consulate, Inc. | 0.00% | New | 6 | $276 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -33.3% | 4 | $210 |
| Country Trust Bank | 0.00% | Reduce -11.1% | 4 | $184 |
| Danske Bank A/S | 0.00% | New | 3 | $138 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $138 |
"% of holder's portfolio" is BN's weight in each manager's 13F, not the share of Brookfield Corp. the manager owns.