Bank of New York MellonBNY

13F holders, Q3 2024 (September 30)
1,290holders +41
124new positions
82sold out
13famous investors
$71.87avg. 13F price*

At the end of Q3 2024, 1,290 institutions reported holding Bank of New York Mellon Corp. (BNY) in their 13F filings, up 41 from Q2 2024. 124 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($4.7B) and Dodge & Cox ($3.5B). 13 famous investors held it, including Stephen Yacktman (2.0% of Yacktman Asset Management's portfolio), Mario Gabelli (1.2% of GAMCO Investors's portfolio) and Bill Nygren (1.1% of Harris Associates (Oakmark Funds)'s portfolio).

Company
Bank of New York Mellon Corp.
Filed as
BANK NEW YORK MELLON CORP (Q3 2024)
Sector
Finance
CUSIP
064058100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions124$242.8M
Exits82$221.5M

All 13F filers, Q2 2024 → Q3 2024: 32,948,074 shares bought and 41,607,967 shares sold, net −8,659,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,290 holders

Vanguard Group Inc. 0.09% Reduce -0.3% 72,343,246 $5.2B
BlackRock, Inc. 0.10% — 65,689,480 $4.7B
Dodge & Cox 1.98% Reduce -11.4% 48,524,949 $3.5B
State Street Corp. 0.10% Add +2.0% 33,313,594 $2.4B
FMR LLC 0.08% Add +78.6% 19,338,722 $1.4B
Geode Capital Management, LLC 0.10% Reduce -0.1% 17,714,007 $1.3B
Norges Bank 0.17% Reduce -3.2% 16,482,694 $1.2B
Artisan Partners Limited Partnership 1.76% Reduce -5.5% 16,362,107 $1.2B
First Eagle Investment Management, LLC 2.32% Reduce -0.1% 15,697,056 $1.1B
Ameriprise Financial Inc. 0.22% Add +13.2% 11,786,575 $847.0M
Nuveen Asset Management, LLC 0.21% Add +3.7% 10,429,502 $749.5M
Harris Associates (Oakmark Funds) 1.13% Reduce -2.0% 9,581,606 $688.5M
Wells Fargo & Company 0.14% Reduce -1.5% 8,205,382 $589.6M
Morgan Stanley 0.04% Add +2.4% 8,129,641 $584.2M
Northern Trust Corp. 0.09% Reduce -4.8% 8,006,929 $575.4M
Invesco Ltd. 0.10% Add +23.7% 7,420,506 $533.2M
LSV Asset Management 1.14% Reduce -2.3% 7,397,333 $531.6M
Dimensional Fund Advisors LP 0.13% Add +0.6% 7,297,308 $524.4M
Amundi 0.19% Reduce -23.4% 7,003,073 $512.6M
Victory Capital Management Inc. 0.47% Reduce -18.5% 6,674,429 $479.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +1.8% 6,634,088 $476.7M
Arrowstreet Capital, Limited Partnership 0.41% Add +48.1% 6,625,726 $476.1M
American Century Companies Inc. 0.27% Reduce -23.3% 6,543,908 $470.2M
Legal & General Group Plc 0.12% Reduce -1.4% 6,492,510 $466.6M
Davis Selected Advisers 2.16% Reduce -28.0% 5,366,975 $385.7M
Bank of America Corp. 0.03% Add +2.3% 4,989,276 $358.5M
Charles Schwab Investment Management Inc. 0.07% Reduce -0.9% 4,837,349 $347.6M
Hotchkis & Wiley Capital Management LLC 1.13% Reduce -23.3% 4,706,363 $338.2M
Bank of New York Mellon Corp 0.06% Reduce -4.6% 4,384,723 $315.1M
Goldman Sachs Group Inc. 0.06% Reduce -13.9% 4,134,383 $297.1M
T. Rowe Price Associates Inc. 0.03% Reduce -16.4% 3,944,854 $283.5M
Royal Bank of Canada 0.06% Add +69.8% 3,813,452 $274.0M
JPMorgan Chase & Co. 0.02% Add +66.6% 3,400,264 $244.3M
Wellington Management Group LLP 0.04% Add +2707.1% 3,258,967 $234.2M
Parnassus Investments, LLC 0.49% Reduce -13.4% 3,202,990 $230.2M
Deutsche Bank AG 0.09% Reduce -14.8% 3,083,874 $221.6M
Fayez Sarofim & Co 0.54% Reduce -6.1% 2,939,210 $211.2M
Yacktman Asset Management 2.02% Reduce -21.1% 2,747,378 $197.4M
HSBC Holdings PLC 0.12% Add +4.0% 2,619,306 $187.8M
Franklin Resources Inc. 0.05% Add +8.3% 2,252,729 $172.3M
Barclays PLC 0.07% Reduce -30.3% 2,359,296 $169.5M
UBS Group AG 0.05% Add +13.2% 2,275,887 $163.5M
Robeco Institutional Asset Management B.V. 0.32% Add +0.6% 2,214,826 $159.2M
Brandes Investment Partners, LP 1.69% Add +1.1% 2,093,837 $150.5M
Envestnet Asset Management Inc. 0.05% Reduce -0.6% 2,092,021 $150.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.41% Add +1.6% 1,932,633 $138.9M
Prudential Financial Inc. 0.19% Reduce -11.8% 1,914,255 $137.6M
National Pension Service 0.13% Add +14.4% 1,851,269 $133.0M
Marshall Wace, LLP 0.17% Reduce -31.7% 1,798,105 $129.2M
KBC Group NV 0.39% Reduce -28.6% 1,792,853 $128.8M
California Public Employees Retirement System 0.09% Add +0.0% 1,779,415 $127.9M
Truist Financial Corp. 0.20% Add +2.4% 1,776,293 $127.6M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -6.4% 1,724,132 $123.9M
AQR Capital Management 0.17% Add +6.7% 1,733,082 $123.2M
Gabelli Funds LLC 0.88% Reduce -1.9% 1,667,950 $119.9M
Rhumbline Advisers 0.10% Reduce -15.9% 1,579,633 $113.5M
GAMCO Investors 1.15% Reduce -4.9% 1,568,198 $112.7M
CANADA LIFE ASSURANCE Co 0.19% Add +4.1% 1,525,780 $109.8M
Acadian Asset Management LLC 0.33% Add +281.5% 1,473,946 $105.9M
Aberdeen Group plc 0.19% Add +4.6% 1,450,249 $103.4M
Voya Investment Management LLC 0.12% Reduce -1.3% 1,418,308 $101.9M
Bank of Montreal 0.04% Add +83.7% 1,323,755 $94.9M
Federated Hermes, Inc. 0.20% Add +4.4% 1,252,699 $90.0M
Jacobs Levy Equity Management, Inc. 0.34% Add +4.0% 1,224,182 $88.0M
California State Teachers Retirement System 0.10% Reduce -1.3% 1,221,646 $87.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Reduce -1.1% 1,202,835 $86.4M
Thrivent Financial for Lutherans 0.16% Reduce -39.3% 1,185,361 $85.2M
Schroder Investment Management Group 0.09% Reduce -7.4% 1,178,140 $84.7M
Sei Investments Co. 0.10% Add +19.3% 1,125,095 $80.8M
BNP Paribas Financial Markets 0.08% Add +13.3% 1,111,139 $79.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +6.1% 1,078,654 $77.5M
Miller Howard Investments Inc. 2.37% Reduce -2.0% 1,069,220 $76.8M
Alliancebernstein L.P. 0.03% Add +2.1% 1,069,163 $76.8M
First Trust Advisors LP 0.07% Reduce -13.0% 1,047,794 $75.3M
TCW Group Inc. 0.64% Add +8.9% 1,012,870 $72.8M
Panagora Asset Management Inc. 0.34% Reduce -3.2% 1,004,817 $72.2M
New York State Common Retirement Fund 0.10% Reduce -9.1% 1,001,837 $72.0M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +9.2% 976,822 $70.2M
M&G PLC 0.42% Reduce -4.2% 942,376 $67.9M
Allspring Global Investments Holdings, LLC 0.10% Reduce -6.3% 908,820 $65.3M
Jupiter Asset Management Ltd. 0.57% New 903,737 $64.9M
Aviva PLC 0.17% Reduce -1.5% 897,406 $64.5M
Principal Financial Group Inc. 0.03% Add +1.7% 883,853 $63.5M
Zacks Investment Management 0.54% New 870,982 $62.6M
State Board of Administration of Florida Retirement System 0.12% Reduce -0.6% 863,953 $62.1M
National Bank of Canada 0.08% Add +248.3% 858,831 $61.7M
Lazard Asset Management LLC 0.09% Reduce -43.6% 857,334 $61.6M
Russell Investments Group, Ltd. 0.09% Add +28.9% 856,910 $61.6M
Captrust Financial Advisors 0.17% Reduce -1.1% 805,581 $57.9M
Balyasny Asset Management L.P. 0.15% Reduce -54.0% 805,223 $57.9M
Credit Agricole S A 0.30% Add +85.5% 788,927 $56.7M
New York State Teachers Retirement System 0.11% Reduce -2.5% 756,145 $54.3M
O'shaughnessy Asset Management, LLC 0.48% Add +29.9% 703,825 $53.8M
CORDA Investment Management, LLC. 4.09% Reduce -4.3% 729,331 $52.4M
Teacher Retirement System of Texas 0.25% Reduce -7.2% 727,881 $52.3M
Swedbank AB 0.07% Add +4.1% 725,864 $52.2M
Primecap Management Co. 0.04% Add +1.2% 719,900 $51.7M
Candriam S.C.A. 0.30% Reduce -23.7% 717,995 $51.6M
Korea Investment CORP 0.12% Add +35.5% 715,645 $51.4M
Canada Pension Plan Investment Board 0.05% Reduce -12.3% 709,173 $51.0M
STRS Ohio 0.19% Reduce -14.0% 705,082 $50.7M
Private Management Group Inc. 1.78% Reduce -10.1% 703,920 $50.6M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -3.0% 695,616 $50.0M
TAM Capital Management Inc. 21.33% Reduce -9.2% 678,199 $48.7M
Sabal Trust CO 2.64% Reduce -2.7% 675,999 $48.6M
Edgar Lomax Co. 2.86% Reduce -1.6% 651,194 $46.8M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +64.5% 637,500 $45.8M
Man Group plc 0.13% Add +20.9% 619,484 $44.5M
Skandinaviska Enskilda Banken AB (publ) 0.20% Reduce -7.7% 618,411 $44.4M
Citigroup Inc. 0.04% Reduce -3.6% 606,461 $43.6M
Morningstar Investment Services LLC 0.44% Reduce -0.4% 599,848 $43.0M
Zurich Insurance Group Ltd 0.36% New 595,409 $42.8M
Raymond James & Associates 0.03% Reduce -5.4% 588,807 $42.3M
Macquarie Group Ltd. 0.05% Add +2.4% 584,107 $42.0M
State of Wisconsin Investment Board 0.10% Reduce -1.0% 569,077 $40.9M
Conning Inc. 1.35% Reduce -7.7% 545,560 $39.2M
Bridgewater Associates 0.21% Add +29.5% 520,921 $37.4M
Matrix Asset Advisors Inc. 4.11% Reduce -1.0% 514,356 $37.0M
First Horizon Advisors, Inc. 1.00% Add +0.3% 499,269 $35.9M
Brandywine Global Investment Management, LLC 0.24% Add +4.4% 468,780 $35.9M
AXA S.A. 0.11% Reduce -12.3% 498,424 $35.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.9% 471,235 $33.9M
Citadel Advisors 0.03% Reduce -87.0% 445,427 $32.0M
Levin Capital Strategies, L.P. 3.02% Reduce -0.7% 434,023 $31.2M
Pictet Asset Management Holding SA 0.03% Add +3.8% 433,234 $31.1M
LFL Advisers, LLC 11.06% Add +9.1% 429,540 $30.9M
Federation des caisses Desjardins du Quebec 0.15% Add +5.8% 424,020 $30.4M
Dana Investment Advisors, Inc. 0.96% Reduce -7.4% 402,354 $28.9M
Glenmede Trust Co. NA 0.14% Add +5.0% 398,932 $28.7M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -3.0% 398,253 $28.6M
Storebrand Asset Management As 0.09% Add +4.2% 394,344 $28.3M
Foundry Partners, LLC 1.37% Reduce -0.5% 385,082 $27.7M
Walleye Capital LLC 0.32% Add +191.9% 378,636 $27.2M
Cwm, LLC 0.12% Reduce -7.5% 376,924 $27.1M
LPL Financial LLC 0.01% Add +18.1% 373,724 $26.9M
Treasurer of the State of North Carolina 0.10% Reduce -8.4% 361,536 $26.0M
Cannell & Spears LLC 0.50% Reduce -3.8% 353,564 $25.4M
Danske Bank A/S 0.08% Add +2.9% 353,481 $25.4M
Prudential PLC 0.12% Add +3.1% 339,723 $24.4M
Biechele Royce Advisors 7.84% Reduce -1.9% 331,011 $23.8M
Martingale Asset Management L P 0.55% Reduce -1.1% 330,908 $23.8M
Illinois Municipal Retirement Fund 0.34% Reduce -13.1% 328,812 $23.6M
HighTower Advisors, LLC 0.03% Add +130.1% 326,372 $23.4M
Royal London Asset Management Ltd. 0.06% Add +2.3% 324,611 $23.3M
Auto-Owners Insurance Co 0.57% No change 322,300 $23.2M
GMO 0.07% Reduce -2.4% 321,750 $23.1M
Azimuth Capital Investment Management LLC 0.90% Add +0.9% 321,264 $23.1M
State of Tennessee, Department of Treasury 0.08% Reduce -9.9% 318,133 $22.9M
Public Employees Retirement System of Ohio 0.10% Reduce -10.3% 316,980 $22.8M
Asset Management One Co., Ltd. 0.08% Add +0.5% 316,742 $22.8M
Achmea Investment Management B.V. 0.37% Add +75.9% 313,860 $22.6M
Delta Asset Management LLC 1.91% Reduce -2.6% 307,922 $22.1M
QRG Capital Management, Inc. 0.24% Add +139.1% 303,025 $21.8M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -1.9% 292,716 $21.0M
Meeder Asset Management Inc. 1.37% Add +27.0% 285,307 $20.5M
Corient Private Wealth LP 0.03% Reduce -5.0% 283,594 $20.4M
Matthew Goff Investment Advisor, LLC 3.86% Reduce -0.8% 282,284 $20.3M
Handelsbanken Fonder AB 0.08% Add +8.0% 279,329 $20.1M
Public Sector Pension Investment Board 0.10% Reduce -58.2% 269,811 $19.4M
Natixis Advisors, LLC 0.04% Reduce -0.5% 268,508 $19.3M
TD Asset Management Inc 0.02% Reduce -1.6% 265,885 $19.1M
Tweedy, Browne Co LLC 0.90% Reduce -6.0% 263,670 $18.9M
State of New Jersey Common Pension Fund D 0.08% Reduce -2.8% 263,214 $18.9M
DekaBank Deutsche Girozentrale 0.04% Reduce -1.6% 265,166 $18.9M
Varma Mutual Pension Insurance Co 0.15% Reduce -4.4% 245,890 $18.5M
Calamos Advisors LLC 0.13% Reduce -1.9% 255,711 $18.4M
Toronto Dominion Bank 0.03% Reduce -36.2% 252,251 $18.1M
Stifel Financial Corp. 0.02% Reduce -30.6% 250,187 $18.0M
Rafferty Asset Management, LLC 0.06% Reduce -4.9% 250,185 $18.0M
Galvin, Gaustad & Stein, LLC 1.61% Reduce -50.5% 248,308 $17.8M
PNC Financial Services Group, Inc. 0.01% Reduce -0.4% 246,122 $17.7M
Hikari Power Ltd 1.46% No change 244,800 $17.6M
Cetera Investment Advisers 0.04% Add +0.6% 237,371 $17.1M
Isthmus Partners, LLC 2.01% Reduce -2.5% 235,842 $16.9M
Cacti Asset Management LLC 1.25% No change 233,565 $16.8M
Resona Asset Management Co.,Ltd. 0.10% Reduce -2.2% 233,247 $16.8M
Forsta Ap-Fonden 0.13% Add +5.2% 232,200 $16.7M
Nomura Asset Management Co. Ltd. 0.05% Add +3.6% 227,644 $16.4M
Millennium Management 0.01% Reduce -55.7% 224,528 $16.1M
Auxier Asset Management LLC 2.36% Add +0.0% 222,499 $16.0M
Osaic Holdings, Inc. 0.04% Add +17.0% 219,102 $15.7M
Raymond James Trust N.A. 0.34% Add +0.3% 218,016 $15.7M
USS Investment Management Ltd 0.11% No change 217,580 $15.6M
Jane Street Group, LLC 0.03% Reduce -75.7% 216,157 $15.5M
State of Michigan Retirement System 0.08% Reduce -1.8% 214,455 $15.4M
Arizona State Retirement System 0.10% Reduce -3.3% 211,591 $15.2M
LGT Group Foundation 0.25% Add +8.7% 212,894 $15.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% — 206,827 $14.9M
US Bancorp \de 0.02% Add +1.1% 202,545 $14.6M
Corebridge Financial, Inc. 0.08% Reduce -3.8% 201,448 $14.5M
Investment Management Corp of Ontario 0.32% Add +61.3% 196,701 $14.1M
Financial Engines Advisors L.L.C. 0.03% Reduce -3.5% 196,572 $14.1M
Cantor Fitzgerald Investment Advisors L.P. 0.95% Reduce -38.9% 195,466 $14.0M
Ilmarinen Mutual Pension Insurance Co 0.15% No change 195,000 $14.0M
Trillium Asset Management, LLC 0.34% Reduce -3.7% 193,418 $13.9M
UniSuper Management Pty Ltd 0.10% Add +213.2% 192,876 $13.9M
PGGM Investments 0.18% Add +1.3% 192,797 $13.9M
MetLife Investment Management, LLC 0.08% Reduce -3.8% 191,905 $13.8M
Westchester Capital Management, Inc. 3.33% Reduce -0.8% 190,973 $13.7M
Novare Capital Management LLC 1.14% Reduce -1.4% 186,764 $13.4M
Brown Advisory Inc. 0.02% Reduce -2.5% 181,155 $13.0M
AMF Tjanstepension AB 0.09% No change 178,640 $12.8M
MML Investors Services, LLC 0.05% Reduce -1.3% 175,557 $12.6M
NorthCoast Asset Management LLC 0.09% Add +21.8% 183,994 $12.6M
Intech Investment Management LLC 0.14% Add +7.9% 172,866 $12.4M
Point72 Asset Management 0.04% Reduce -44.3% 169,521 $12.2M
IFM Investors Pty Ltd 0.12% Reduce -1.6% 167,826 $12.1M
Mariner, LLC 0.02% Add +7.1% 167,671 $12.0M
Vinva Investment Management Ltd 0.50% Reduce -29.0% 166,485 $11.9M
Dakota Wealth Management 0.27% Add +7.0% 165,467 $11.9M
Retirement Systems of Alabama 0.04% Reduce -1.5% 162,525 $11.7M
South Dakota Investment Council 0.23% Reduce -50.0% 162,378 $11.7M
ProShare Advisors LLC 0.03% Reduce -7.1% 161,761 $11.6M
Exchange Traded Concepts, LLC 0.27% Reduce -9.4% 161,115 $11.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -2.2% 160,646 $11.5M
Susquehanna International Group, LLP 0.02% Reduce -47.3% 159,584 $11.5M
Commonwealth Equity Services, LLC 0.02% Add +2.8% 158,176 $11.4M
Shelton Capital Management 0.29% Reduce -33.8% 157,056 $11.3M
Neuberger Berman Group LLC 0.01% Add +139.0% 156,471 $11.2M
Cibc World Market Inc. 0.03% Add +7.2% 155,173 $11.2M
Greystone Financial Group, LLC 1.97% Reduce -11.6% 153,604 $11.0M
Czech National Bank 0.11% Add +5.5% 150,329 $10.8M
Hancock Whitney Corp. 0.35% Add +891.5% 150,156 $10.8M
Eagle Asset Management Inc. 0.05% Add +2.7% 138,153 $10.6M
Smithfield Trust Co 0.52% Add +1.9% 147,786 $10.6M
Comerica Bank 0.04% Add +8.0% 146,435 $10.5M
CIBC Private Wealth Group LLC 0.02% Add +233.0% 145,851 $10.5M
Amalgamated Bank 0.09% Reduce -4.1% 145,403 $10.4M
Ensign Peak Advisors, Inc 0.02% Reduce -0.9% 144,151 $10.4M
Cibc World Markets Corp. 0.07% Reduce -0.6% 142,977 $10.3M
Cardinal Capital Management 1.60% Add +0.8% 142,814 $10.3M
Hudson Bay Capital Management LP 0.08% Reduce -30.0% 140,000 $10.1M
Brookstone Capital Management 0.14% Add +2.8% 136,093 $9.8M
Ethic Inc. 0.25% Reduce -5.2% 168,885 $9.7M
Boston Common Asset Management, LLC 0.25% Add +0.1% 134,645 $9.7M
DNB Asset Management AS 0.04% Add +1.3% 132,855 $9.5M
Nisa Investment Advisors, LLC 0.06% Add +67.8% 132,496 $9.5M
Van Eck Associates Corp. 0.01% Reduce -13.7% 124,258 $9.5M
Country Club Bank 0.63% Reduce -28.4% 132,074 $9.5M
Creative Planning 0.01% Reduce -44.5% 131,200 $9.4M
Sit Investment Associates Inc. 0.21% Reduce -15.2% 130,740 $9.4M
CIBC Asset Management Inc 0.03% Add +5.5% 127,784 $9.2M
Janney Montgomery Scott LLC 0.03% Add +14.4% 127,748 $9.2M
Visionary Wealth Advisors 0.54% Reduce -6.8% 123,525 $8.9M
Moore Capital Management, LP 0.28% No change 123,394 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -14.8% 123,142 $8.8M
Jefferies Financial Group Inc. 0.15% Add +0.1% 122,987 $8.8M
Holocene Advisors, LP 0.04% New 122,472 $8.8M
Utah Retirement Systems 0.10% Reduce -0.8% 122,361 $8.8M
Yousif Capital Management, LLC 0.10% Add +7.7% 122,347 $8.8M
Crossmark Global Holdings, Inc. 0.16% Add +0.2% 121,963 $8.8M
Markel Group 0.08% No change 121,500 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +10.3% 121,652 $8.7M
Atom Investors LP 0.91% Reduce -18.5% 120,564 $8.7M
Xponance LLC 0.08% Add +0.9% 119,632 $8.6M
Kestra Advisory Services, LLC 0.05% Reduce -6.0% 117,252 $8.4M
Pacer Advisors, Inc. 0.02% Add +119.1% 116,690 $8.4M
CSM Advisors, LLC 0.55% Reduce -6.9% 116,163 $8.3M
American Assets Investment Management, LLC 0.72% No change 115,000 $8.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -10.8% 114,301 $8.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -35.3% 114,065 $8.2M
Clifford Swan Investment Counsel LLC 0.29% Reduce -12.4% 112,383 $8.1M
Kintegral Advisory, LLC 0.73% Reduce -1.3% 111,194 $8.0M
RBF Capital, LLC 0.41% No change 110,000 $7.9M
New York Life Investment Management LLC 0.08% Reduce -5.0% 109,404 $7.9M
Twinbeech Capital LP 0.15% New 107,614 $7.7M
Quantinno Capital Management LP 0.10% Add +33.0% 107,560 $7.7M
State of Alaska, Department of Revenue 0.08% Reduce -16.1% 107,455 $7.7M
Oak Associates Ltd. 0.52% Add +0.0% 107,177 $7.7M
LBP Am SA 0.11% Reduce -6.8% 105,915 $7.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.6% 105,070 $7.5M
Erste Asset Management GmbH 0.09% Add +7.8% 104,841 $7.5M
Janus Henderson Group PLC 0.00% No change 102,094 $7.3M
ProVise Management Group, LLC 0.57% Reduce -1.0% 99,688 $7.2M
M&T Bank Corp 0.02% Reduce -2.5% 99,016 $7.1M
Parallax Volatility Advisers, L.P. 0.21% Add +34.0% 98,930 $7.1M
Hamel Associates, Inc. 2.16% Reduce -0.4% 98,500 $7.1M
Vanguard Personalized Indexing Management, LLC 0.11% Add +13.8% 98,449 $7.1M
Daiwa Securities Group Inc. 0.03% Add +9.2% 96,396 $6.9M
Allianz Asset Management GmbH 0.01% Add +4.8% 95,581 $6.9M
Baird Financial Group, Inc. 0.01% Reduce -0.8% 95,529 $6.9M
Bradley Foster & Sargent Inc. 0.11% Add +0.7% 95,333 $6.9M
Bank of Nova Scotia 0.01% Reduce -67.1% 94,440 $6.8M
Boston Research & Management Inc. 1.57% Add +0.7% 93,776 $6.7M
Alpine Woods Capital Investors, LLC 1.16% Reduce -22.6% 84,152 $6.6M
Portland Global Advisors LLC 0.82% Add +1.2% 91,180 $6.6M
Simplex Trading, LLC 0.22% Reduce -41.5% 90,974 $6.5M
Mutual of America Capital Management LLC 0.07% Reduce -3.6% 90,876 $6.5M
Nissay Asset Management Corp. /Japan 0.04% Reduce -5.0% 90,725 $6.5M
Steward Partners Investment Advisory, LLC 0.06% Add +2.7% 90,603 $6.5M
Andra AP-fonden 0.10% Reduce -42.1% 89,900 $6.5M
Mackenzie Financial Corp. 0.01% Reduce -4.1% 89,589 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +39.4% 89,421 $6.4M
Motco 0.64% Reduce -12.6% 89,110 $6.4M
IFG Advisory, LLC 0.41% Reduce -2.6% 88,754 $6.4M
Swiss Life Asset Management Ltd 0.07% Reduce -8.0% 88,651 $6.4M
Butensky & Cohen Financial Security, Inc. 1.86% Reduce -6.0% 87,172 $6.3M
Fifth Third Bancorp 0.02% Reduce -1.5% 86,111 $6.2M
Sterling Capital Management LLC 0.08% — 84,657 $6.1M
Chase Investment Counsel Corp. 2.00% Add +67.2% 83,530 $6.0M
Rathbones Group PLC 0.03% Reduce -15.7% 83,445 $6.0M
Cresset Asset Management, LLC 0.02% Add +9.0% 81,142 $5.8M
Stolper Co 1.91% Add +0.1% 81,105 $5.8M
Keybank National Association 0.02% Add +2.7% 80,853 $5.8M
Bessemer Group Inc. 0.01% Add +148.9% 80,243 $5.8M
Garland Capital Management Inc. 4.42% Reduce -15.3% 80,070 $5.8M
Barbara Oil Co. 2.35% No change 80,000 $5.7M
Burney Co./ 0.20% Reduce -1.4% 79,472 $5.7M
Patton Fund Management, Inc. 1.18% Reduce -5.5% 79,299 $5.7M
Westpac Banking Corp. 0.38% Add +4.1% 78,559 $5.6M
CW Advisors, LLC 0.07% Add +52.4% 77,380 $5.6M
Elo Mutual Pension Insurance Co 0.12% Add +17.0% 77,276 $5.6M
Banque Cantonale Vaudoise 0.23% Add +25.1% 76,953 $5.5M
Dean Investment Associates, LLC 0.74% Reduce -4.7% 76,610 $5.5M
Pathstone Holdings, LLC 0.02% Add +0.2% 75,873 $5.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.0% 75,763 $5.4M
Atria Investments, Inc 0.07% Reduce -10.5% 74,866 $5.4M
Squarepoint Ops LLC 0.02% Reduce -75.0% 74,539 $5.4M
Abn Amro Investment Solutions 0.09% Reduce -1.0% 73,293 $5.3M
Hantz Financial Services, Inc. 0.09% Reduce -2.3% 73,083 $5.3M
Fiera Capital Corp 0.02% Add +16.2% 72,121 $5.2M
Stephens Inc. 0.07% Add +5.8% 69,691 $5.0M
Wealth Advisors of Tampa Bay, LLC 2.07% Reduce -2.6% 69,015 $5.0M
Plato Investment Management Ltd 0.39% Add +17.6% 66,413 $4.8M
&partners 0.09% Add +170.6% 66,133 $4.7M
Wakefield Asset Management LLLP 1.51% Add +0.4% 64,575 $4.6M
Signature Wealth Management Group 1.85% Reduce -0.5% 64,187 $4.6M
Shayne & Jacobs, LLC 1.15% No change 64,037 $4.6M
Lincoln Capital LLC 0.97% Reduce -1.6% 64,031 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.7% 63,932 $4.6M
Vontobel Holding Ltd. 0.01% Add +11.4% 63,884 $4.6M
Concentric Wealth Management, LLC 1.12% Reduce -1.6% 63,782 $4.6M
TD Waterhouse Canada Inc. 0.04% Add +149.5% 64,389 $4.6M
Oregon Public Employees Retirement Fund 0.09% Reduce -1.7% 63,128 $4.5M
Northwest Investment Counselors, LLC 1.01% Add +0.9% 62,303 $4.5M
Advisors Asset Management, Inc. 0.08% Add +33.1% 61,988 $4.5M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -16.3% 61,663 $4.4M
First Hawaiian Bank 0.14% Reduce -6.8% 61,572 $4.4M
Pinkerton Wealth, LLC 0.63% Add +1.5% 60,316 $4.3M
NJ State Employees Deferred Compensation Plan 0.51% No change 60,038 $4.3M
Assenagon Asset Management S.A. 0.01% Reduce -2.5% 59,906 $4.3M
Centiva Capital, LP 0.19% Add +35.7% 59,669 $4.3M
Avantax Advisory Services, Inc. 0.03% Add +10.4% 59,341 $4.3M
OMERS ADMINISTRATION Corp 0.04% Reduce -5.2% 58,715 $4.2M
Nordea Investment Management AB 0.00% Reduce -2.0% 58,966 $4.2M
Gulf International Bank (UK) Ltd 0.11% Reduce -4.5% 58,521 $4.2M
Promethos Capital, LLC 1.47% Add +1.6% 57,406 $4.1M
Sound Income Strategies, LLC 0.27% Add +9.0% 57,300 $4.1M
Central Pacific Bank - Trust Division 0.54% Reduce -2.0% 57,043 $4.1M
Bokf, NA 0.07% Add +0.5% 57,426 $4.1M
Vident Advisory, LLC 0.10% Add +457.6% 56,345 $4.0M
J. Safra Sarasin Holding AG 0.07% Reduce -1.4% 55,915 $4.0M
Alpha Omega Wealth Management LLC 0.73% Reduce -0.6% 55,708 $4.0M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 55,618 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -3.8% 55,618 $4.0M
Pinnacle Associates Ltd. 0.07% Add +3.1% 76,702 $4.0M
Wealthfront Advisers LLC 0.01% Add +13.8% 55,389 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -7.9% 55,322 $4.0M
Estabrook Capital Management 0.59% Reduce -5.9% 55,227 $4.0M
Boyar Asset Management Inc. 2.49% Reduce -4.9% 53,844 $3.9M
Private Advisor Group, LLC 0.02% Add +4.0% 53,646 $3.9M
Cerity Partners LLC 0.01% Add +58.3% 52,982 $3.8M
First American Trust, FSB 0.37% New 52,266 $3.8M
Gould Capital, LLC 2.45% Reduce -4.8% 51,764 $3.7M
Kentucky Retirement Systems 0.11% Reduce -8.8% 51,410 $3.7M
Graphene Investments SAS 2.36% Reduce -9.8% 51,300 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -13.3% 51,029 $3.7M
Metis Global Partners, LLC 0.11% Add +2.6% 50,980 $3.7M
Sequoia Financial Advisors, LLC 0.04% Add +186.0% 50,613 $3.6M
Diversified Trust Co. 0.09% Add +56.1% 50,231 $3.6M
Poehling Capital Management, INC. 0.91% Reduce -0.5% 49,632 $3.6M
Savant Capital, LLC 0.03% Add +17.3% 49,263 $3.5M
Choreo, LLC 0.05% Reduce -5.2% 49,539 $3.5M
Alaska Permanent Fund Corp 0.05% No change 48,879 $3.5M
AdvisorNet Financial, Inc 0.26% Add +0.4% 48,710 $3.5M
Epacria Capital Partners, LLC 2.37% No change 48,150 $3.5M
Verition Fund Management LLC 0.03% Reduce -15.6% 48,080 $3.5M
Mizuho Securities USA LLC 0.07% Reduce -17.0% 47,853 $3.4M
D. E. Shaw & Co. 0.00% Reduce -73.8% 47,646 $3.4M
Delta Financial Advisors LLC 1.24% Add +2.7% 47,603 $3.4M
Carnegie Lake Advisors LLC 1.32% — 46,516 $3.3M
Hartford Investment Management Co. 0.11% Reduce -3.0% 46,445 $3.3M
Trilogy Capital Inc. 0.17% Reduce -0.4% 45,933 $3.3M
1832 Asset Management L.P. 0.01% Reduce -7.0% 44,464 $3.2M
Atria Wealth Solutions, Inc. 0.03% Add +0.8% 44,005 $3.2M
Forte Capital LLC 0.36% Reduce -0.8% 43,791 $3.1M
Granite Group Advisors, LLC 2.02% Reduce -1.2% 43,699 $3.1M
Murphy Pohlad Asset Management LLC 1.29% Reduce -2.5% 43,221 $3.1M
Citizens Financial Group Inc. 0.06% Add +0.1% 42,791 $3.1M
Maryland State Retirement & Pension System 0.06% Reduce -26.7% 42,789 $3.1M
Railway Pension Investments Ltd 0.04% Add +31.5% 42,200 $3.0M
Rakuten Investment Management, Inc. 0.02% Add +30.9% 41,815 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +0.5% 41,717 $3.0M
Impax Asset Management Group plc 0.01% No change 41,558 $3.0M
Louisiana State Employees Retirement System 0.05% Reduce -1.9% 41,500 $3.0M
D L Carlson Investment Group Inc. 0.54% Reduce -0.1% 41,240 $3.0M
Caprock Group, LLC 0.11% New 41,231 $3.0M
Securian Asset Management, Inc. 0.08% Reduce -5.1% 40,814 $2.9M
King Luther Capital Management Corp. 0.01% Add +1.1% 40,286 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +2.3% 39,868 $2.9M
Orion Portfolio Solutions, LLC 0.03% Add +2.3% 39,868 $2.9M
Guggenheim Capital LLC 0.02% Add +26.7% 39,693 $2.9M
Allianz SE 0.08% No change 39,229 $2.8M
Prosperity Consulting Group, LLC 0.22% Add +8.9% 39,214 $2.8M
Intrinsic Value Partners, LLC 2.82% Reduce -0.6% 39,201 $2.8M
Sciencast Management LP 0.83% Reduce -2.8% 39,073 $2.8M
Great Lakes Advisors, LLC 0.02% Reduce -3.3% 38,095 $2.7M
Praxis Investment Management Inc. 0.17% No change 38,024 $2.7M
Clearbridge Investments, LLC 0.00% Reduce -9.2% 37,906 $2.7M
Cohen Capital Management, Inc. 0.44% No change 37,736 $2.7M
Integrated Wealth Concepts LLC 0.03% Reduce -4.9% 37,466 $2.7M
Convergence Investment Partners, LLC 0.72% Reduce -1.9% 36,957 $2.7M
Shell Asset Management Co. 0.12% — 36,791 $2.6M
CGN Advisors LLC 0.27% Add +9.7% 36,779 $2.6M
New Mexico Educational Retirement Board 0.09% Reduce -5.7% 36,560 $2.6M
Inlet Private Wealth, LLC 0.67% No change 36,550 $2.6M
World Investment Advisors 0.08% New 36,425 $2.6M
Baxter Bros Inc. 0.34% Reduce -9.6% 36,217 $2.6M
Bragg Financial Advisors, Inc 0.11% Reduce -6.9% 35,899 $2.6M
Moors & Cabot, Inc. 0.13% Add +4.8% 35,851 $2.6M
GTS Securities LLC 0.05% Add +27.6% 35,838 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 35,770 $2.6M
Falcon Wealth Planning 0.30% Add +0.2% 35,501 $2.6M
NEOS Investment Management LLC 0.08% Add +26.0% 35,447 $2.5M
Agf Management Ltd. 0.01% Reduce -7.5% 35,341 $2.5M
Aspen Grove Capital, LLC 0.56% No change 35,068 $2.5M
Delta Capital Management LLC 1.47% No change 35,025 $2.5M
Ossiam 0.05% Reduce -8.6% 34,532 $2.5M
Oppenheimer & Co. Inc. 0.04% Add +32.5% 34,403 $2.5M
Louisbourg Investments Inc. 0.62% No change 44,263 $2.4M
Tidal Investments LLC 0.03% Add +7.1% 33,764 $2.4M
Lido Advisors, LLC 0.02% Add +1.3% 33,700 $2.4M
First Manhattan Co. Llc. 0.01% Reduce -7.0% 33,698 $2.4M
Joel Isaacson & Co., LLC 0.11% Add +9.6% 33,534 $2.4M
LGT Fund Management Co Ltd. 0.25% Add +6.9% 33,663 $2.4M
Family Manage LLC 0.40% New 33,227 $2.4M
Silvercrest Asset Management Group LLC 0.02% No change 32,954 $2.4M
Aft, Forsyth & Sober, LLC 0.76% No change 32,250 $2.3M
Douglass Winthrop Advisors, LLC 0.04% No change 32,010 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +43.1% 31,746 $2.3M
Freedom Together Foundation 0.24% Reduce -60.2% 31,680 $2.3M
Davis Capital Management 1.80% Reduce -2.1% 31,643 $2.3M
Dean Capital Management 0.96% New 31,432 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +4.6% 31,171 $2.2M
AIA Group Ltd 0.06% Add +1.5% 31,122 $2.2M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -1.3% 30,957 $2.2M
Norinchukin Bank, The 0.05% Add +15.2% 30,526 $2.2M
First Trust Direct Indexing L.P. 0.12% Add +4.6% 30,502 $2.2M
McKinley Carter Wealth Services, Inc. 0.13% Add +758.6% 30,413 $2.2M
Twin Capital Management Inc. 0.25% Reduce -1.3% 30,403 $2.2M
Valley National Advisers Inc. 0.39% Reduce -59.3% 30,329 $2.2M
Commerce Bank 0.01% Add +1.2% 29,995 $2.2M
Woodstock Corp. 0.21% No change 29,747 $2.1M
Ieq Capital, LLC 0.03% Add +4.5% 29,733 $2.1M
Edgewood Management LLC 0.01% No change 29,704 $2.1M
Engineers Gate Manager LP 0.04% Add +121.0% 29,636 $2.1M
Intact Investment Management Inc. 0.07% No change 29,500 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +0.8% 29,519 $2.1M
Greenleaf Trust 0.02% Add +1.6% 29,328 $2.1M
E. Ohman J:or Asset Management AB 0.05% Reduce -10.8% 28,853 $2.1M
Park Avenue Securities LLC 0.02% Add +74.9% 28,540 $2.1M
CWA Asset Management Group, LLC 0.11% — 28,391 $2.0M
Gotham Asset Management 0.02% Add +16.4% 28,333 $2.0M
Paradigm Asset Management Co. LLC 0.53% No change 28,200 $2.0M
Wilmington Savings Fund Society, FSB 0.04% Add +340.8% 27,991 $2.0M
Wolverine Trading, LLC 0.05% Add +170.1% 28,035 $2.0M
Ritholtz Wealth Management 0.06% Add +10.9% 27,643 $2.0M
Cary Street Partners Investment Advisory LLC 0.07% Add +0.3% 27,638 $2.0M
Beck Mack & Oliver LLC 0.04% Reduce -5.7% 27,584 $2.0M
Neville Rodie & Shaw Inc. 0.15% Reduce -0.4% 27,429 $2.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.48% Add +2.2% 27,314 $2.0M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.5% 27,281 $2.0M
Advisory Services Network, LLC 0.04% No change 32,597 $2.0M
Rodgers Brothers Inc. 0.25% Reduce -15.4% 27,016 $1.9M
Logan Capital Management Inc. 0.08% Reduce -2.1% 26,706 $1.9M
Borer Denton & Associates, Inc. 0.65% Add +40.0% 26,620 $1.9M
Segall Bryant & Hamill, LLC 0.03% New 26,566 $1.9M
Cobblestone Capital Advisors LLC 0.11% Reduce -0.8% 26,563 $1.9M
Abner Herrman & Brock LLC 0.23% New 26,475 $1.9M
Ascent Wealth Partners, LLC 0.26% Reduce -0.2% 26,336 $1.9M
SG Americas Securities, LLC 0.01% Reduce -66.5% 26,185 $1.9M
NewEdge Advisors, LLC 0.01% Reduce -8.6% 26,148 $1.9M
Councilmark Asset Management, LLC 1.26% No change 26,095 $1.9M
Empirical Finance, LLC 0.11% Add +2.3% 26,040 $1.9M
Capital Fund Management S.A. 0.02% New 25,985 $1.9M
USA Financial Formulas 0.28% Reduce -2.6% 25,490 $1.8M
Allen Wealth Management, LLC 1.26% Reduce -0.2% 25,253 $1.8M
Prelude Capital Management, LLC 0.14% New 25,227 $1.8M
United Asset Strategies, Inc. 0.17% New 25,138 $1.8M
Principal Securities, Inc. 0.04% Add +12.5% 25,110 $1.8M
Pitcairn Co. 0.11% Reduce -1.0% 25,079 $1.8M
Cove Street Capital, LLC 1.41% No change 24,954 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +1.1% 24,941 $1.8M
Fiduciary Family Office, LLC 0.59% Reduce -9.3% 24,928 $1.8M
Cinctive Capital Management LP 0.10% New 24,847 $1.8M
Carret Asset Management, LLC 0.19% Reduce -0.4% 24,400 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -2.3% 24,369 $1.8M
Aspire Private Capital, LLC 0.42% Add +6.1% 24,327 $1.7M
Tower Research Capital LLC (TRC) 0.05% Reduce -65.6% 24,231 $1.7M
Focus Partners Wealth 0.01% Reduce -16.8% 24,118 $1.7M
Bluespring Wealth Management, LLC 0.17% Reduce -4.5% 23,699 $1.7M
Blair William & Co. 0.01% Reduce -0.1% 23,675 $1.7M
Hudson Portfolio Management LLC 1.67% — 23,665 $1.7M
Ferguson Wellman Capital Management, Inc. 0.03% No change 23,595 $1.7M
Axiom Advisory, LLC 0.02% Add +1.6% 25,600 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.7% 23,389 $1.7M
Global Financial Private Client, LLC 0.64% Add +174.5% 22,923 $1.6M
First National Trust Co 0.06% Reduce -0.1% 22,895 $1.6M
Searle & Co. 0.41% Add +226.8% 22,837 $1.6M
Argent Trust Co 0.07% Add +4.3% 22,789 $1.6M
Premier Path Wealth Partners, LLC 0.26% Reduce -46.4% 22,725 $1.6M
Kanawha Capital Management LLC 0.12% Add +0.0% 22,581 $1.6M
Forum Financial Management, LP 0.03% Reduce -0.2% 22,565 $1.6M
Element Pointe Advisors, LLC 0.39% Reduce -11.9% 22,436 $1.6M
Fulton Bank, N.A. 0.06% No change 22,386 $1.6M
Bailard, Inc. 0.04% Add +6.0% 22,272 $1.6M
Pekin Hardy Strauss, Inc. 0.20% Reduce -1.0% 22,191 $1.6M
Evergreen Capital Management LLC 0.05% Reduce -0.4% 22,082 $1.6M
Qtron Investments LLC 0.22% Reduce -6.2% 22,012 $1.6M
Geller Advisors LLC 0.11% Reduce -4.3% 22,001 $1.6M
Townsquare Capital LLC 0.02% Add +24.6% 22,001 $1.6M
Wynn Capital, LLC 1.03% Reduce -0.0% 21,927 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -9.4% 21,849 $1.6M
Robinson Value Management, Ltd. 1.02% Reduce -0.9% 21,780 $1.6M
WCG Wealth Advisors LLC 0.10% Add +1.1% 21,545 $1.5M
Wolf Group Capital Advisors 0.74% Add +15.2% 34,751 $1.5M
Signature Wealth Management Partners, LLC 1.10% No change 21,237 $1.5M
BlueMar Capital Management, LLC 3.05% Reduce -34.2% 21,191 $1.5M
Gateway Investment Advisers LLC 0.02% Reduce -0.0% 21,191 $1.5M
Morningstar Investment Management LLC 0.15% Reduce -41.4% 19,859 $1.5M
Gries Financial LLC 0.28% Reduce -17.9% 21,032 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +10.5% 20,961 $1.5M
Ballentine Partners, LLC 0.03% Add +10.6% 20,960 $1.5M
Mission Wealth Management, LP 0.04% Reduce -2.3% 20,638 $1.5M
Tiaa Trust, National Association 0.00% Reduce -2.3% 20,358 $1.5M
Verdence Capital Advisors LLC 0.12% Add +44.5% 20,285 $1.5M
Anchor Investment Management, LLC 0.14% Reduce -5.7% 20,215 $1.5M
Mraz, Amerine & Associates, Inc. 0.26% Reduce -4.7% 20,210 $1.5M
Rothschild Investment LLC 0.09% Reduce -3.1% 19,778 $1.4M
Capitolis Liquid Global Markets LLC 0.01% Reduce -8.8% 19,600 $1.4M
Horizon Investments, LLC 0.04% Reduce -4.9% 19,594 $1.4M
Columbia Asset Management 0.24% Reduce -3.2% 19,397 $1.4M
Fifth Third Wealth Advisors LLC 0.09% Add +50.1% 19,372 $1.4M
Northwest & Ethical Investments L.P. 0.04% Reduce -17.4% 19,330 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -3.5% 19,257 $1.4M
iSAM Funds (UK) Ltd 0.78% Reduce -42.2% 19,197 $1.4M
AXS Investments LLC 0.37% Reduce -5.5% 19,141 $1.4M
Donald L. Hagan, LLC 0.70% Add +8.0% 19,096 $1.4M
Klingenstein Fields & Co. LP 0.05% Reduce -1.4% 18,931 $1.4M
Groupama Asset Managment 0.04% Add +2.7% 23,525 $1.4M
Gifford Fong Associates 0.34% No change 18,872 $1.4M
Apollon Wealth Management, LLC 0.04% Add +4.7% 18,868 $1.4M
Edgemoor Investment Advisors, Inc. 0.12% No change 18,718 $1.3M
Wilkins Investment Counsel Inc. 0.19% No change 18,700 $1.3M
Sunesis Advisors, LLC 0.80% No change 18,436 $1.3M
Dynamic Technology Lab Private Ltd 0.14% Add +325.7% 18,275 $1.3M
Natixis 0.01% Reduce -91.4% 17,986 $1.3M
Beverly Hills Private Wealth, LLC 0.26% Reduce -3.9% 17,967 $1.3M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -18.3% 17,857 $1.3M
United Services Automobile Association 0.03% Reduce -25.1% 17,726 $1.3M
Meeder Advisory Services, Inc. 0.08% Reduce -0.0% 17,686 $1.3M
Baldwin Wealth Partners LLC 0.09% Add +1.0% 17,532 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -14.8% 17,492 $1.3M
Twin Tree Management, LP 0.03% New 17,332 $1.2M
IMC-Chicago, LLC 0.04% New 17,323 $1.2M
Ingalls & Snyder LLC 0.05% Reduce -0.7% 17,266 $1.2M
Beacon Financial Group 0.14% Reduce -0.1% 17,259 $1.2M
Los Angeles Capital Management LLC 0.01% Reduce -52.4% 17,102 $1.2M
Lebenthal Global Advisors, LLC 0.25% Reduce -0.3% 17,057 $1.2M
Parsons Capital Management Inc. 0.08% Reduce -5.1% 16,997 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -30.7% 16,940 $1.2M
Welch Group, LLC 0.05% No change 16,936 $1.2M
AE Wealth Management LLC 0.01% Add +0.8% 16,918 $1.2M
GYL Financial Synergies, LLC 0.09% Reduce -3.3% 16,897 $1.2M
MAI Capital Management 0.01% Reduce -42.7% 16,890 $1.2M
Park National Corp. 0.04% Reduce -5.1% 16,854 $1.2M
Regions Financial Corp. 0.01% Reduce -39.8% 16,840 $1.2M
Ostrum Asset Management 0.10% Add +2.5% 16,796 $1.2M
Waverly Advisors, LLC 0.02% Add +3.0% 16,788 $1.2M
Mount Lucas Management LP 0.41% Reduce -59.8% 16,741 $1.2M
SageView Advisory Group, LLC 0.06% Add +10.8% 16,727 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +10.6% 16,684 $1.2M
Bayesian Capital Management, LP 0.14% New 16,600 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -8.4% 16,581 $1.2M
Legacy Bridge, LLC 0.63% Add +730.0% 16,393 $1.2M
M&R Capital Management Inc. 0.26% Add +8.6% 16,352 $1.2M
Van Hulzen Asset Management, LLC 0.09% Reduce -9.4% 16,324 $1.2M
XTX Topco Ltd 0.09% Reduce -36.0% 16,271 $1.2M
Affinity Investment Advisors, LLC 0.80% No change 16,239 $1.2M
Leisure Capital Management 0.50% Add +0.4% 16,197 $1.2M
Sompo Asset Management Co., Ltd. 0.18% Add +9.7% 15,910 $1.1M
Principle Wealth Partners LLC 0.08% No change 15,902 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +0.3% 15,916 $1.1M
Moody National Bank Trust Division 0.12% Add +27.2% 15,871 $1.1M
Vestcor Inc 0.04% No change 15,759 $1.1M
McRae Capital Management Inc. 0.22% No change 15,628 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Reduce -13.1% 15,474 $1.1M
Florida Trust Wealth Management Co 0.04% Add +0.6% 15,472 $1.1M
Point72 Hong Kong Ltd 0.08% Add +1340.6% 15,400 $1.1M
Confluence Wealth Services, Inc. 0.08% Add +19.4% 15,273 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -13.9% 14,387 $1.1M
Wedbush Securities Inc. 0.04% Reduce -24.1% 15,169 $1.1M
Profund Advisors LLC 0.04% Add +16.4% 15,013 $1.1M
Alliance Wealth Advisors, LLC 0.62% Reduce -3.6% 14,990 $1.1M
LVW Advisors, LLC 0.14% Add +5.4% 14,818 $1.1M
William B. Walkup & Associates, Inc. 0.65% Add +0.4% 14,716 $1.1M
Wealthspire Advisors, LLC 0.01% Add +50.2% 14,596 $1.0M
Whittier Trust Co. 0.01% Add +0.2% 14,432 $1.0M
Signaturefd, LLC 0.02% Add +1.1% 14,386 $1.0M
Raleigh Capital Management Inc. 0.40% Reduce -0.5% 14,348 $1.0M
Taika Capital, LP 0.78% New 14,327 $1.0M
Tocqueville Asset Management L.P. 0.02% Add +5.8% 14,308 $1.0M
Summit Global Investments 0.07% Reduce -19.2% 14,193 $1.0M
IHT Wealth Management, LLC 0.03% Add +6.9% 14,200 $1.0M
Transamerica Financial Advisors, LLC 0.10% New 14,048 $1.0M
Point72 Asia (Singapore) Pte. Ltd. 0.19% Reduce -60.2% 14,032 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Reduce -4.1% 14,009 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -95.4% 13,867 $996K
Hunter Associates Investment Management LLC 0.15% No change 13,800 $993K
Empowered Funds, LLC 0.02% Add +9.2% 13,760 $989K
WealthTrust Axiom LLC 0.29% Add +10.4% 13,726 $986K
Coldstream Capital Management Inc. 0.02% Add +14.3% 13,486 $982K
HB Wealth Management, LLC 0.01% Add +6.2% 13,643 $980K
First Citizens Bank & Trust Co. 0.02% Reduce -9.8% 13,616 $978K
Boston Family Office LLC 0.07% No change 13,609 $978K
Unique Wealth Strategies, LLC 0.42% Reduce -4.6% 13,593 $977K
Ellevest, Inc. 0.05% Add +4.5% 13,591 $977K
SpiderRock Advisors, LLC 0.02% Add +36.4% 13,480 $969K
OmniStar Financial Group, Inc. 0.72% New 13,412 $966K
Whitener Capital Management, Inc. 0.27% Reduce -4.7% 13,430 $965K
Kingsview Wealth Management, LLC 0.02% Add +129.0% 13,380 $961K
Scotia Capital Inc. 0.01% New 13,363 $960K
Synovus Financial Corp. 0.01% Add +5.6% 13,241 $952K
Strategic Investment Advisors / MI 0.10% Reduce -2.9% 13,126 $943K
Peoples Bank 0.63% No change 13,097 $941K
Pettee Investors, Inc. 0.46% No change 13,020 $936K
Fiduciary Trust Co 0.01% Add +2.7% 12,967 $932K
Frank, Rimerman Advisors LLC 0.07% Add +1.1% 12,908 $928K
Kolinsky Wealth Management, LLC 0.60% Add +0.9% 12,905 $927K
GAMMA Investing LLC 0.09% Add +38.6% 12,717 $914K
Jacobi Capital Management LLC 0.07% Add +0.2% 12,706 $913K
Ontario Teachers Pension Plan Board 0.01% Add +18.4% 12,671 $911K
Ascent Group, LLC 0.07% Add +81.3% 12,666 $910K
Mma Asset Management LLC 0.24% Add +405.9% 18,763 $909K
Valmark Advisers, Inc. 0.01% Add +2.9% 12,637 $908K
Point72 (DIFC) Ltd 0.07% New 12,543 $901K
Applied Finance Capital Management, LLC 0.04% No change 12,503 $898K
Sherbrooke Park Advisers LLC 0.20% Add +24.4% 12,364 $888K
Schulhoff & Co. Inc. 0.37% Add +0.0% 12,338 $887K
Rwa Wealth Partners, LLC 0.01% Reduce -5.0% 12,318 $885K
Semmax Financial Advisors Inc. 0.24% Reduce -0.4% 11,332 $883K
ING Groep NV 0.01% Reduce -82.3% 12,244 $880K
Beacon Investment Advisory Services, Inc. 0.04% No change 12,221 $878K
Parallel Advisors, LLC 0.02% Add +0.6% 12,087 $869K
Horizon Kinetics Asset Management LLC 0.01% No change 12,064 $867K
Commonwealth Retirement Investments LLC 0.36% Reduce -5.5% 12,030 $864K
Allegheny Financial Group 0.21% Add +4.3% 11,932 $857K
Outlook Wealth Advisors, LLC 0.24% Reduce -2.3% 11,852 $852K
DoubleLine ETF Adviser LP 0.21% Reduce -8.8% 11,847 $851K
1834 Investment Advisors Co. 0.10% No change 11,844 $851K
Lanark Financial, Inc. 0.07% Reduce -0.9% 11,809 $848K
Almanack Investment Partners, LLC. 0.13% Add +0.7% 11,737 $843K
CSS LLC 0.15% Add +20.8% 11,600 $834K
Aspen Investment Management Inc 0.39% Add +0.3% 11,590 $833K
Jones Financial Companies LLLP 0.00% Add +32.1% 11,608 $833K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -4.6% 11,535 $829K
Fruth Investment Management 0.21% No change 11,500 $826K
Legacy Wealth Asset Management, LLC 0.22% Reduce -0.3% 11,374 $817K
Goodwin Investment Advisory 0.35% No change 11,344 $815K
Concourse Financial Group Securities, Inc. 0.05% Add +110.9% 11,286 $811K
Wealth Quarterback LLC 0.42% Reduce -3.0% 11,241 $808K
Keystone Financial Services 0.31% Add +4.8% 11,161 $802K
Aviance Capital Partners, LLC 0.10% No change 11,053 $794K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.5% 9,250 $788K
Axxcess Wealth Management, LLC 0.02% Reduce -0.0% 10,852 $780K
FSB Premier Wealth Management, Inc. 0.32% Add +25.1% 10,848 $780K
Mgo One Seven LLC 0.03% Add +2.0% 10,841 $779K
Drucker Wealth 3.0, LLC 0.19% Add +3.8% 10,838 $779K
Intrepid Capital Management Inc. 0.43% No change 10,826 $778K
SGL Investment Advisors, Inc. 0.41% — 10,023 $777K
Summit Financial, LLC 0.03% Reduce -1.6% 10,786 $775K
iA Global Asset Management Inc. 0.01% New 10,787 $775K
Cedrus LLC 0.28% Reduce -23.7% 10,693 $768K
DAVENPORT & Co LLC 0.00% Add +1.0% 10,688 $768K
Bleakley Financial Group, LLC 0.02% Add +6.5% 10,664 $766K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -6.5% 10,706 $766K
Lombard Odier Asset Management (Switzerland) SA 0.06% New 10,655 $766K
Vaughan David Investments LLC 0.02% Reduce -4.9% 10,637 $764K
Snowden Capital Advisors LLC 0.02% Reduce -11.5% 10,533 $757K
Curbstone Financial Management Corp 0.16% Reduce -2.3% 10,500 $755K
Benin Management CORP 0.21% Reduce -0.1% 10,383 $746K
HF Advisory Group, LLC 0.35% Add +6.2% 10,363 $745K
NBT Bank, N.A. 0.05% No change 10,360 $744K
Quadrant Capital Group LLC 0.05% Add +2.6% 10,355 $744K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.8% 10,328 $742K
Benjamin Edwards Inc. 0.01% Add +583.0% 10,306 $741K
Trivium Point Advisory, LLC 0.10% New 9,527 $739K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.9% 10,212 $734K
Nations Financial Group Inc, /Ia/ 0.05% Add +17.6% 10,175 $731K
Silverlake Wealth Management LLC 0.28% Reduce -0.4% 10,157 $730K
Loudon Investment Management, LLC 0.40% Reduce -1.5% 10,112 $727K
Tranquilli Financial Advisor LLC 0.45% Add +0.1% 10,094 $725K
Retireful, LLC 0.54% New 10,078 $724K
GeoWealth Management, LLC 0.03% Reduce -15.6% 10,013 $720K
Heritage Wealth Management, Inc. 0.24% Reduce -0.3% 10,000 $719K
Epoch Investment Partners, Inc. 0.00% Reduce -1.9% 9,935 $714K
Certuity, LLC 0.08% Add +4.6% 9,839 $707K
SkyView Investment Advisors, LLC 0.12% Add +3.6% 9,814 $705K
Oppenheimer Asset Management Inc. 0.01% Reduce -20.9% 9,809 $705K
Waterfront Wealth Inc. 0.17% Reduce -32.9% 9,168 $704K
Western Wealth Management, LLC 0.04% Reduce -17.0% 9,725 $699K
Quadcap Wealth Management, LLC 0.11% Reduce -0.3% 9,667 $695K
Canandaigua National Bank & Trust Co. 0.07% Reduce -3.4% 9,643 $693K
WFA of San Diego, LLC 0.59% Reduce -2.3% 9,633 $692K
Addison Capital Co 0.28% Reduce -8.9% 9,631 $692K
Cornerstone Advisors, LLC 0.03% No change 9,600 $690K
Flputnam Investment Management Co. 0.01% Reduce -6.6% 9,596 $690K
Basepoint Wealth LLC 0.50% Reduce -8.3% 9,405 $676K
Nilsine Partners, LLC 0.09% New 9,307 $669K
Foundations Investment Advisors, LLC 0.01% Add +10.8% 9,302 $668K
Eubel Brady & Suttman Asset Management Inc. 0.09% Reduce -10.0% 9,266 $666K
Cypress Capital Group 0.07% Reduce -1.3% 9,205 $661K
Geneos Wealth Management Inc. 0.03% Add +42.5% 9,189 $660K
Whittier Trust Co. of Nevada Inc. 0.02% No change 9,185 $660K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -7.7% 9,167 $659K
Beacon Pointe Advisors, LLC 0.01% Reduce -8.0% 9,048 $650K
Capstone Investment Advisors, LLC 0.02% Reduce -19.2% 9,021 $648K
Thoroughbred Financial Services, LLC 0.04% Add +53.5% 9,026 $648K
Aquila Investment Management LLC 0.72% No change 9,000 $647K
CreativeOne Wealth, LLC 0.02% Add +3.8% 8,971 $645K
Hilltop Holdings Inc. 0.04% Add +57.8% 8,958 $644K
Vise Technologies, Inc. 0.08% Add +10.9% 8,925 $641K
Kowal Investment Group, LLC 0.12% Reduce -1.1% 8,915 $641K
Valeo Financial Advisors, LLC 0.02% Add +4.4% 8,902 $640K
Journey Advisory Group, LLC 0.08% No change 10,649 $638K
Aster Capital Management (DIFC) Ltd 0.14% — 8,841 $635K
Clearstead Advisors, LLC 0.01% Add +2.8% 8,826 $634K
HM Payson & Co. 0.01% Reduce -7.2% 8,751 $629K
Tectonic Advisors LLC 0.04% Add +0.6% 8,698 $625K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -10.3% 8,690 $624K
NorthRock Partners, LLC 0.02% Add +3.5% 8,654 $622K
Jeppson Wealth Management, LLC 0.22% No change 8,618 $619K
Crawford Investment Counsel Inc. 0.01% Add +0.1% 8,613 $619K
Mather Group, Llc. 0.01% Add +7.8% 8,610 $619K
Trust Asset Management LLC 0.05% No change 8,581 $617K
Gilbert & Cook, Inc. 0.08% Reduce -0.4% 8,500 $611K
Checchi Capital Advisers, LLC 0.05% Reduce -0.4% 8,489 $610K
Compound Planning, Inc. 0.04% Add +30.2% 8,489 $610K
Signet Financial Management, LLC 0.08% Reduce -2.0% 8,468 $608K
Allworth Financial LP 0.00% Reduce -0.5% 8,456 $608K
Summit Financial Strategies, Inc. 0.07% No change 8,450 $607K
CX Institutional 0.03% Add +1.2% 8,435 $606K
Trust Co. of Vermont 0.03% Reduce -1.0% 8,409 $604K
Lountzis Asset Management, LLC 0.25% No change 8,400 $604K
Siemens Fonds Invest GmbH 0.05% Reduce -0.9% 8,368 $601K
United Advisor Group, LLC 0.13% New 8,275 $595K
Harvest Fund Management Co., Ltd 0.04% New 8,263 $594K
Wesbanco Bank Inc. 0.02% Reduce -8.5% 8,101 $582K
RB Capital Management, LLC 0.14% Add +0.0% 8,024 $577K
Kathmere Capital Management, LLC 0.05% Add +12.3% 8,008 $575K
Graypoint LLC 0.04% Add +0.1% 7,986 $574K
Caldwell Sutter Capital, Inc. 0.27% No change 7,943 $571K
Builder Investment Group Inc. 0.15% No change 7,911 $568K
Aaron Wealth Advisors LLC 0.07% Add +41.8% 7,879 $566K
Hendershot Investments Inc. 0.08% No change 7,874 $566K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.6% 7,863 $565K
Founders Financial Securities LLC 0.05% Reduce -0.5% 7,824 $562K
Williams Jones Wealth Management, LLC. 0.01% Reduce -26.2% 7,808 $561K
Catalyst Funds Management Pty Ltd 0.12% Add +47.2% 7,800 $561K
Manchester Capital Management LLC 0.07% No change 7,773 $559K
Atlantic Union Bankshares Corp 0.03% No change 7,727 $555K
Cidel Asset Management Inc. 0.04% Reduce -7.0% 7,708 $554K
CHICAGO TRUST Co NA 0.10% Reduce -0.5% 7,695 $553K
Exchange Bank 0.45% Reduce -10.5% 7,658 $550K
Cigna Investments Inc. 0.10% Reduce -3.8% 7,639 $549K
Congress Asset Management Co. 0.00% Add +6.4% 7,632 $548K
Huntington National Bank 0.01% Add +5.7% 7,568 $544K
Bahl & Gaynor LLC 0.00% No change 7,552 $543K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.9% 7,546 $542K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.0% 7,475 $537K
JNBA Financial Advisors 0.05% Reduce -3.7% 7,451 $535K
Modera Wealth Management, LLC 0.01% Reduce -2.6% 7,378 $530K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 7,370 $530K
Woodward Diversified Capital, LLC 0.34% Reduce -2.9% 7,349 $528K
IVC Wealth Advisors LLC 0.29% Reduce -2.1% 7,308 $525K
D.A. Davidson & Co. 0.00% Add +3.3% 7,299 $525K
Argent Capital Management LLC 0.01% No change 7,280 $523K
Tradewinds, LLC. 0.16% Reduce -0.8% 7,276 $523K
Oxford Financial Group, LTD. LLC 0.03% New 7,216 $519K
Concurrent Investment Advisors, LLC 0.02% Reduce -11.7% 7,210 $518K
Bryn Mawr Trust Advisors, LLC 0.03% No change 7,200 $517K
Twin City Private Wealth, LLC 0.45% Reduce -16.0% 7,165 $515K
KMG Fiduciary Partners, LLC 0.04% Reduce -0.4% 7,122 $512K
Cornell Pochily Investment Advisors, Inc. 0.18% Reduce -0.6% 7,107 $511K
Fortis Group Advisors, LLC 0.09% No change 7,100 $510K
Avidian Wealth Enterprises, LLC 0.02% Add +2.0% 7,024 $505K
First Foundation Advisors 0.02% No change 7,024 $505K
Quarry LP 0.16% Add +370.9% 7,012 $504K
Ransom Advisory, Ltd 0.23% No change 6,992 $502K
HighPoint Advisor Group LLC 0.03% Add +5.0% 6,584 $496K
Fiduciary Financial Group, LLC 0.11% Add +0.3% 6,754 $494K
Shulman DeMeo Asset Management LLC 0.12% Add +0.7% 6,867 $493K
McIlrath & Eck, LLC 0.06% Add +3.8% 6,860 $493K
Tobam 0.09% Add +16.9% 6,836 $491K
SeaCrest Wealth Management, LLC 0.05% Add +4.0% 6,830 $491K
FineMark National Bank & Trust 0.02% No change 6,829 $491K
BSW Wealth Partners 0.07% Reduce -37.1% 6,820 $490K
Catalina Capital Group, LLC 0.17% Add +2.2% 6,795 $488K
First National Bank & Trust Co. of Newtown 0.09% Reduce -1.0% 6,717 $483K
Round Rock Advisors LLC 0.11% No change 6,690 $481K
McGlone Suttner Wealth Management, Inc. 0.10% Add +36.0% 6,670 $479K
Aptus Capital Advisors, LLC 0.01% Add +4.2% 6,665 $479K
Virtu Financial LLC 0.03% Reduce -23.9% 6,657 $478K
Courier Capital LLC 0.03% Reduce -8.3% 6,638 $477K
Studio Investment Management LLC 0.10% Add +2.1% 6,636 $477K
Daymark Wealth Partners, LLC 0.02% Reduce -24.8% 6,599 $474K
Clarius Group, LLC 0.03% Reduce -2.7% 6,549 $470K
Richard W. Paul & Associates, LLC 0.17% Reduce -2.4% 6,518 $468K
Hall Laurie J Trustee 0.15% Add +90.7% 6,511 $468K
Cohen & Steers, Inc. 0.00% Add +1.9% 6,502 $467K
Keystone Financial Group 0.06% No change 6,485 $466K
Alhambra Investment Management LLC 0.24% No change 6,455 $464K
Waldron Private Wealth LLC 0.02% Add +1.1% 6,450 $463K
FDx Advisors, Inc. 0.13% Reduce -9.8% 6,445 $463K
Hayek Kallen Investment Management 0.16% No change 6,429 $462K
Brighton Jones LLC 0.02% Add +45.4% 6,297 $453K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -6.9% 6,258 $450K
Thompson Siegel & Walmsley LLC 0.01% Add +1.2% 6,243 $449K
Centaurus Financial, Inc. 0.03% Reduce -5.6% 6,213 $446K
Private Trust Co. NA 0.04% Add +5.2% 6,205 $446K
Stanley-Laman Group, Ltd. 0.06% Add +2.2% 6,198 $445K
Debussy Capital Management LP 0.13% Add +0.2% 6,082 $437K
Summit Financial Wealth Advisors, LLC 0.08% Add +7.8% 6,046 $434K
Summit Trail Advisors, LLC 0.01% Add +19.9% 6,039 $434K
Jump Financial, LLC 0.01% Reduce -10.2% 6,008 $432K
IFG Advisors, LLC 0.09% No change 5,999 $431K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +288.8% 5,984 $430K
GC Wealth Management RIA, LLC 0.07% New 5,959 $428K
S&T Bank 0.11% No change 5,950 $428K
Perigon Wealth Management, LLC 0.01% Reduce -1.7% 5,938 $427K
Altfest L J & Co. Inc. 0.06% Add +0.1% 5,845 $420K
Fairfield, Bush & Co. 0.25% No change 5,844 $420K
Modern Wealth Management, LLC 0.03% Add +0.6% 5,832 $419K
Prio Wealth Limited Partnership 0.01% Reduce -55.5% 5,809 $417K
Moneta Group Investment Advisors LLC 0.01% Reduce -9.7% 5,804 $417K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.4% 5,787 $416K
Pallas Capital Advisors LLC 0.02% Add +6.5% 5,426 $415K
Wedmont Private Capital 0.02% Add +9.4% 5,724 $415K
Cyndeo Wealth Partners, LLC 0.03% Add +5.2% 5,701 $410K
Teza Capital Management LLC 0.04% New 5,639 $405K
Sepio Capital, LP 0.03% Add +0.5% 5,611 $403K
Elyxium Wealth, LLC 0.22% — 5,603 $403K
Independent Advisor Alliance 0.01% Reduce -6.3% 5,572 $400K
SRN Advisors, LLC 0.35% Reduce -73.5% 5,570 $400K
Sage Mountain Advisors LLC 0.03% Add +9.0% 5,525 $397K
Ramirez Asset Management, Inc. 0.08% New 5,522 $397K
Bfsg, LLC 0.05% Reduce -8.3% 5,507 $396K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.07% Reduce -65.6% 5,500 $395K
Insigneo Advisory Services, LLC 0.04% New 5,500 $395K
Philadelphia Trust Co. 0.03% New 5,500 $395K
Sigma Planning Corp 0.01% Add +2.7% 5,470 $393K
Jackson Creek Investment Advisors LLC 0.12% Reduce -2.3% 5,470 $393K
Clear Creek Financial Management, LLC 0.04% Reduce -5.8% 5,449 $392K
PFG Investments, LLC 0.03% Add +15.7% 5,424 $390K
Global Retirement Partners, LLC 0.01% Add +1.6% 5,423 $390K
First Heartland Consultants, Inc. 0.04% Reduce -3.2% 5,418 $389K
Firestone Capital Management 0.10% No change 5,413 $389K
Accurate Wealth Management, LLC 0.08% Reduce -4.4% 5,098 $389K
Van Strum & Towne Inc. 0.13% No change 5,377 $386K
First Nebraska Trust Co 0.04% Reduce -1.9% 5,300 $381K
Syon Capital LLC 0.03% Add +2.3% 5,300 $381K
Prospera Financial Services Inc 0.01% Add +11.4% 5,294 $381K
Fortitude Advisory Group L.L.C. 0.24% No change 5,280 $379K
Lake Street Advisors Group, LLC 0.02% Add +11.3% 5,228 $376K
One Wealth Advisors, LLC 0.06% Add +20.6% 5,202 $374K
Baker Ellis Asset Management LLC 0.05% No change 5,190 $373K
Sapient Capital LLC 0.01% No change 5,175 $372K
Net Worth Advisory Group 0.11% — 5,173 $372K
Dark Forest Capital Management LP 0.05% New 5,139 $369K
Prime Capital Investment Advisors, LLC 0.01% Reduce -9.9% 5,119 $368K
Commerzbank Aktiengesellschaft 0.01% Add +31.3% 5,051 $363K
GHP Investment Advisors, Inc. 0.02% Add +7.0% 5,045 $363K
MBB Public Markets I LLC 0.03% Reduce -90.8% 5,040 $362K
Hutchinson Capital Management 0.07% Reduce -6.1% 5,033 $362K
Index Fund Advisors, Inc. 0.02% No change 5,032 $362K
Trust Point Inc. 0.03% Reduce -1.8% 5,018 $361K
Avestar Capital, LLC 0.04% Reduce -10.2% 5,012 $360K
Sicart Associates LLC 0.13% Reduce -50.0% 5,000 $359K
CM Wealth Advisors LLC 0.12% New 5,000 $359K
Rossmore Private Capital 0.04% No change 5,000 $359K
GenTrust, LLC 0.02% New 5,000 $359K
Northstar Group, Inc. 0.07% Add +0.3% 4,974 $357K
Stratos Investment Management, LLC 0.02% Add +2.1% 4,967 $357K
Mutual Advisors, LLC 0.01% Add +4.2% 4,657 $356K
EP Wealth Advisors, LLC 0.00% Add +26.6% 4,937 $355K
Bar Harbor Wealth Management 0.02% No change 4,934 $355K
Simon Quick Advisors, LLC 0.02% Add +5.1% 4,921 $354K
Farmers & Merchants Investments Inc. 0.01% No change 4,916 $353K
Freedom Investment Management, Inc. 0.03% Reduce -8.2% 4,909 $353K
Kovack Advisors, Inc. 0.04% Reduce -18.5% 4,904 $352K
Lincoln Capital Corp. 0.14% No change 4,900 $352K
Paragon Capital Management Ltd 0.07% Add +0.7% 4,861 $349K
Ironwood Investment Management LLC 0.17% No change 4,847 $348K
Farther Finance Advisors, LLC 0.01% Add +21.9% 4,846 $348K
Gitterman Wealth Management, LLC 0.14% New 4,799 $345K
Ellsworth Advisors, LLC 0.09% Add +38.1% 4,783 $344K
C M Bidwell & Associates Ltd. 0.21% Reduce -2.4% 4,779 $343K
Wharton Business Group, LLC 0.02% No change 4,780 $343K
Dorsey & Whitney Trust CO LLC 0.02% Add +3.9% 4,764 $342K
Wellington Shields & Co., LLC 0.10% No change 4,740 $341K
Janney Capital Management LLC 0.02% Add +1.2% 4,732 $340K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% New 4,731 $340K
Arkadios Wealth Advisors 0.02% New 4,717 $339K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Reduce -1.8% 4,715 $339K
Orange Investment Advisors, Inc. 0.04% Reduce -28.3% 4,697 $338K
Next Level Private LLC 0.14% Add +2.0% 4,693 $337K
Dumont & Blake Investment Advisors LLC 0.09% Reduce -53.4% 4,693 $337K
Howard Capital Management, LLC 0.01% New 4,684 $337K
Fisher Asset Management 0.00% Reduce -7.8% 4,682 $336K
Bright Futures Wealth Management, LLC. 0.16% Reduce -0.2% 4,425 $336K
Brown, Lisle/Cummings, Inc. 0.10% No change 4,666 $335K
Genesee Capital Advisors, LLC 0.16% No change 4,662 $335K
Csenge Advisory Group 0.02% New 4,517 $335K
Personal Cfo Solutions, LLC 0.05% Reduce -51.2% 4,647 $334K
UNIVEST FINANCIAL Corp 0.02% New 4,631 $333K
Ledyard National Bank 0.03% Add +20.8% 4,629 $333K
U.S. Capital Wealth Advisors, LLC 0.01% Add +9.6% 4,614 $332K
Martin Capital Advisors, LLP 0.24% No change 4,605 $331K
Berkshire Asset Management LLC 0.02% No change 5,511 $330K
Cable Hill Partners, LLC 0.03% Reduce -10.0% 4,582 $329K
Wilson & Boucher Capital Management, LLC 0.23% No change 4,565 $328K
Advisors Capital Management, LLC 0.01% Add +29.5% 4,521 $325K
Resonant Capital Advisors, LLC 0.02% Add +6.0% 4,484 $322K
Mezzasalma Advisors, LLC 0.13% Add +4.2% 4,480 $322K
Freestone Capital Holdings, LLC 0.01% Add +0.7% 4,465 $321K
Avior Wealth Management, LLC 0.01% Reduce -3.2% 4,452 $320K
Clarity Capital Partners LLC 0.19% Reduce -0.3% 4,412 $317K
Beirne Wealth Consulting Services, LLC 0.11% No change 4,405 $317K
UMB Bank, n.a. 0.00% Reduce -2.4% 4,405 $317K
Sheaff Brock Investment Advisors, LLC 0.03% No change 4,400 $316K
O'Brien Greene & Co. Inc 0.10% No change 4,391 $316K
Silver Oak Securities, Incorporated 0.03% New 4,370 $313K
Fiduciary Group, LLC 0.03% Add +2.5% 4,267 $307K
Level Four Advisory Services, LLC 0.01% Add +4.5% 4,020 $303K
Virtue Capital Management, LLC 0.06% Reduce -49.7% 4,208 $302K
Sageworth Trust Co 0.02% New 4,200 $302K
JFS Wealth Advisors, LLC 0.02% Add +0.4% 4,193 $301K
Hofer & Associates. Inc 0.21% Reduce -0.7% 4,190 $301K
DiNuzzo Private Wealth, Inc. 0.04% Add +280.7% 4,165 $299K
Claro Advisors Inc. 0.04% New 4,162 $299K
BLB&B Advisors, LLC 0.02% No change 4,115 $296K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -4.9% 4,111 $295K
Smartleaf Asset Management LLC 0.04% Add +40.1% 4,111 $295K
Financial Counselors Inc. 0.00% New 4,076 $293K
Advus Financial Partners, LLC 0.08% No change 4,063 $292K
Radnor Capital Management, LLC 0.04% No change 4,045 $291K
Bruce G. Allen Investments, LLC 0.22% Reduce -3.9% 4,022 $289K
Laraway Financial Advisors Inc 0.23% Add +0.0% 4,022 $289K
Stephenson & Company, Inc. 0.20% No change 4,020 $289K
Spinnaker Trust 0.02% No change 4,020 $289K
Abundance Wealth Counselors 0.06% Reduce -7.0% 4,013 $288K
Rbo & Co. LLC 0.05% No change 4,000 $287K
1900 Wealth Management LLC 0.02% No change 4,000 $287K
1858 Wealth Management, LLC 0.24% Reduce -18.1% 3,983 $286K
Lindbrook Capital, LLC 0.03% Reduce -5.8% 3,976 $286K
Farmers & Merchants Trust Co of Chambersburg PA 0.11% No change 3,965 $285K
HBK Sorce Advisory LLC 0.01% Reduce -4.4% 3,964 $285K
LM Advisors LLC 0.06% No change 3,927 $282K
Barrett & Company, Inc. 0.12% No change 3,920 $282K
Evercore Wealth Management, LLC 0.00% No change 3,913 $281K
Peddock Capital Advisors, LLC 0.07% No change 3,908 $281K
RKL Wealth Management LLC 0.03% Reduce -0.1% 3,887 $279K
Brooklyn Investment Group 0.09% Add +0.1% 3,875 $278K
Perpetual Ltd 0.00% No change 3,874 $278K
GM Advisory Group, LLC 0.02% No change 3,867 $278K
Quent Capital, LLC 0.03% Reduce -23.4% 3,858 $277K
BlackDiamond Wealth Management, LLC 0.17% Reduce -0.7% 3,539 $276K
Northwest Bancshares, Inc. 0.05% No change 3,825 $275K
CI Investments Inc. 0.00% Reduce -2.4% 3,808 $274K
Meridian Investment Counsel Inc. 0.08% Reduce -23.5% 3,800 $273K
Sound View Wealth Advisors Group, LLC 0.02% Add +9.4% 3,786 $272K
My Legacy Advisors, LLC 0.11% New 3,785 $272K
J.W. Cole Advisors, Inc. 0.01% Add +0.3% 3,777 $271K
Capital Asset Advisory Services LLC 0.01% Add +3.4% 3,646 $267K
Welch Capital Partners LLC 0.06% No change 3,701 $266K
Virtus Investment Advisers, LLC 0.21% New 3,700 $266K
Meyer Handelman Co. 0.01% No change 3,696 $266K
Baader Bank Aktiengesellschaft 0.02% No change 3,661 $263K
Tiemann Investment Advisors, LLC 0.11% Reduce -9.9% 3,652 $262K
IFP Advisors, Inc 0.01% Reduce -63.8% 3,649 $262K
Kingfisher Capital LLC 0.06% Add +0.4% 3,649 $262K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 3,626 $261K
Templeton & Phillips Capital Management, LLC 0.20% No change 3,601 $259K
Integrated Advisors Network LLC 0.01% Reduce -14.9% 3,598 $259K
Penserra Capital Management LLC 0.01% Add +1.2% 3,611 $258K
Fidelis Capital Partners, LLC 0.03% Add +1.7% 3,377 $258K
CENTRAL TRUST Co 0.01% Add +3.4% 3,581 $257K
Boston Trust Walden Corp 0.00% No change 3,574 $257K
Regatta Capital Group, LLC 0.05% Add +1.4% 3,538 $254K
Exencial Wealth Advisors, LLC 0.01% New 3,533 $254K
Hudock, Inc. 0.04% Reduce -19.7% 3,524 $253K
Simplicity Wealth,LLC 0.02% Reduce -64.9% 3,520 $253K
Accredited Investors Inc. 0.01% Reduce -36.3% 3,504 $252K
First Bank & Trust 0.05% No change 3,429 $246K
Austin Private Wealth, LLC 0.02% Reduce -3.8% 3,417 $246K
Nwam LLC 0.01% New 3,414 $245K
Argent Financial Group, Inc. 0.03% — 3,406 $245K
Marco Investment Management LLC 0.02% New 3,400 $244K
Drive Wealth Management, LLC 0.06% New 3,399 $244K
Howard Capital Management Group, LLC 0.02% No change 3,387 $243K
Bill Few Associates, Inc. 0.09% Reduce -0.3% 3,374 $242K
Sentry Investment Management LLC 0.10% New 3,346 $240K
Breakwater Capital Group 0.05% New 3,334 $240K
Sandbox Financial Partners, LLC 0.08% New 3,318 $238K
Fairview Capital Investment Management, LLC 0.01% New 3,307 $238K
Ausdal Financial Partners, Inc. 0.02% New 3,288 $236K
Bank of Hawaii 0.01% New 3,250 $234K
Spire Wealth Management 0.01% Reduce -8.4% 3,224 $232K
Kennebec Savings Bank 0.23% — 3,215 $231K
Tompkins Financial Corp. 0.02% Add +7.5% 3,214 $231K
Capital Analysts, LLC 0.01% No change 3,198 $230K
Stablepoint Partners, LLC 0.04% Reduce -2.3% 3,191 $229K
Ironwood Investment Counsel, LLC 0.04% New 3,187 $229K
SteelPeak Wealth, LLC 0.01% New 3,182 $229K
Haverford Trust Co 0.00% New 3,172 $228K
Essex Bank 0.06% New 3,172 $228K
Trinity Financial Advisors LLC 0.10% New 3,211 $228K
9258 Wealth Management, LLC 0.03% New 3,149 $226K
Means Investment Co., Inc. 0.03% New 3,139 $226K
Battery Global Advisors, LLC 0.12% New 3,112 $224K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -22.9% 3,112 $224K
O'Keefe Stevens Advisory, Inc. 0.07% Reduce -16.4% 3,108 $223K
Obsidian Personal Planning Solutions LLC 0.12% New 2,960 $223K
Burke & Herbert Bank & Trust Co. 0.05% New 3,092 $222K
Sage Capital Management, LLC 0.11% New 3,079 $221K
CFS Investment Advisory Services, LLC 0.02% New 3,071 $221K
L2 Asset Management, LLC 0.06% New 3,053 $219K
Great Valley Advisor Group, Inc. 0.01% New 3,046 $219K
Optas, LLC 0.05% New 3,038 $218K
Columbus Macro, LLC 0.08% New 2,981 $217K
North Star Investment Management Corp. 0.01% No change 3,024 $217K
Cyrus J. Lawrence, LLC 0.04% No change 3,021 $217K
Oliver Luxxe Assets LLC 0.04% Reduce -20.0% 3,018 $217K
PDS Planning, Inc 0.02% New 3,013 $217K
Merit Financial Group, LLC 0.00% Reduce -38.3% 3,004 $216K
Oberweis Asset Management Inc./ 0.01% New 3,003 $216K
Astoria Portfolio Advisors LLC. 0.07% New 2,896 $215K
Dixon Fnancial Services, Inc. 0.11% New 2,951 $212K
Matisse Capital 0.10% New 2,940 $211K
Hengehold Capital Management LLC 0.02% New 2,939 $211K
Chemung Canal Trust Co. 0.04% New 2,894 $208K
International Assets Investment Management, LLC 0.02% Add +240.7% 56,127 $208K
WealthShield Partners, LLC 0.03% New 2,866 $206K
Quotient Wealth Partners, LLC 0.01% New 2,858 $205K
Advisory Alpha, LLC 0.01% New 2,838 $204K
Linscomb Wealth, Inc. 0.01% New 2,837 $204K
CIC Wealth, LLC 0.05% New 2,831 $203K
Verity Asset Management, Inc. 0.08% Reduce -24.5% 2,821 $203K
Maia Wealth LLC 0.05% New 2,646 $202K
Seven Mile Advisory 0.13% New 2,800 $201K
Robertson Stephens Wealth Management, LLC 0.01% New 2,800 $201K
City Holding Co. 0.03% Reduce -2.2% 2,781 $200K
CKW Financial Group 0.02% Reduce -3.5% 2,800 $199K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.6% 2,687 $193K
Parkside Financial Bank & Trust 0.03% Add +0.3% 2,663 $191K
MV Capital Management, Inc. 0.02% Add +20.7% 2,615 $188K
Webster Bank, N. A. 0.02% No change 2,611 $188K
Washington Trust Advisors, Inc. 0.02% Add +0.4% 2,604 $187K
Bell Investment Advisors, Inc 0.03% Reduce -0.4% 2,541 $183K
Continuum Advisory, LLC 0.02% Add +93.2% 2,349 $182K
Wellington Shields Capital Management, LLC 0.03% No change 2,500 $180K
Macroview Investment Management LLC 0.17% No change 2,400 $172K
Compass Wealth Management LLC 0.04% No change 2,400 $172K
Navera Investment Management Ltd. 0.00% No change 2,387 $172K
TD Private Client Wealth LLC 0.00% Add +2.7% 2,316 $166K
St Germain D J Co. Inc. 0.01% No change 2,303 $165K
TD Capital Management LLC 0.02% No change 2,303 $165K
Alta Advisers Ltd 0.08% No change 2,300 $165K
City State Bank 0.06% Reduce -3.2% 2,261 $162K
Versant Capital Management, Inc 0.04% Add +102.5% 2,258 $162K
Northwest Bank & Trust Co 0.12% No change 2,139 $154K
Deseret Mutual Benefit Administrators 0.08% Reduce -5.8% 2,136 $153K
Resources Management Corp. /CT/ 0.02% No change 2,135 $153K
Hara Capital LLC 0.09% New 2,118 $152K
Cromwell Holdings LLC 0.10% No change 2,108 $151K
Larson Financial Group LLC 0.01% Add +7.8% 2,086 $150K
Colonial Trust Co / SC 0.02% Add +0.6% 2,062 $148K
Kiely Wealth Advisory Group, Inc. 0.09% No change 1,888 $148K
Glen Eagle Advisors, LLC 0.02% Add +5.2% 2,052 $147K
Perkins Coie Trust Co 0.03% No change 2,019 $145K
Rosenberg Matthew Hamilton 0.04% Add +22.9% 2,006 $144K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.09% No change 2,000 $144K
Mechanics Financial Corp 0.06% No change 2,000 $144K
Bleichroeder LP 0.04% No change 2,000 $144K
Hexagon Capital Partners LLC 0.03% Add +11.4% 1,966 $141K
Cetera Trust Company, N.A 0.08% No change 1,930 $139K
Pension & Wealth Management Advisors, Inc. 0.07% Reduce -33.6% 1,908 $137K
Investors Research Corp 0.03% Reduce -28.0% 1,894 $136K
Assetmark, Inc. 0.00% Add +64.7% 1,869 $134K
Prestige Wealth Management Group LLC 0.03% No change 1,847 $133K
Evermay Wealth Management LLC 0.02% No change 1,797 $129K
GPS Wealth Strategies Group, LLC 0.02% Add +6.1% 1,744 $125K
AlphaCentric Advisors LLC 0.09% Reduce -3.1% 1,718 $123K
Kimelman & Baird, LLC 0.01% No change 1,700 $122K
Rowlandmiller & Partners.adv 0.02% No change 1,678 $121K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -45.1% 1,653 $119K
Hanson & Doremus Investment Management 0.02% No change 1,602 $115K
Signature Resources Capital Management, LLC 0.11% No change 1,600 $115K
Bay Harbor Wealth Management, LLC 0.04% Reduce -3.7% 1,530 $110K
Hemington Wealth Management 0.03% New 1,409 $106K
CoreCap Advisors, LLC 0.00% New 1,409 $101K
Peoples Financial Services Corp. 0.05% Reduce -2.0% 1,397 $100K
Blue Trust, Inc. 0.00% Add +95.4% 1,673 $100K
Loomis Sayles & Co. L P 0.00% Add +9.0% 1,394 $100K
CVA Family Office, LLC 0.02% Add +3.5% 1,376 $99K
Ancora Advisors LLC 0.00% No change 1,350 $97K
CoreFirst Bank & Trust 0.05% New 1,320 $95K
Covestor Ltd 0.06% Add +216.3% 1,297 $93K
Oakworth Capital, Inc. 0.01% No change 1,292 $93K
Coppell Advisory Solutions LLC 0.01% Reduce -18.9% 1,286 $92K
BOK Financial Private Wealth, Inc. 0.01% No change 1,278 $92K
LRI Investments, LLC 0.01% Reduce -5.0% 1,158 $90K
Laurel Wealth Advisors LLC 0.01% No change 1,223 $88K
Pacific Center for Financial Services 0.02% No change 1,221 $88K
Arrow Financial Corp 0.01% Reduce -7.7% 1,200 $86K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,100 $84K
Chilton Capital Management LLC 0.00% No change 1,159 $83K
Venturi Wealth Management, LLC 0.00% Add +21.5% 1,147 $82K
Harbour Investments, Inc. 0.00% Add +20.8% 1,117 $80K
Gables Capital Management Inc. 0.04% No change 1,100 $79K
Gen-Wealth Partners Inc 0.03% Reduce -0.5% 1,039 $79K
Catalyst Capital Advisors LLC 0.00% New 1,092 $78K
Clean Yield Group 0.02% Add +26.3% 1,052 $76K
Cape Investment Advisory, Inc. 0.03% Add +53.8% 1,041 $75K
Legend Financial Advisors, Inc. 0.05% No change 1,036 $74K
EverSource Wealth Advisors, LLC 0.00% Add +1.1% 1,036 $74K
Addison Advisors LLC 0.02% Add +15.0% 1,011 $73K
Arax Advisory Partners 0.01% Add +43.9% 1,003 $72K
Picton Mahoney Asset Management 0.00% New 1,000 $72K
First Community Trust NA 0.06% No change 1,000 $72K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +42.9% 1,000 $72K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 1,000 $72K
AllSquare Wealth Management LLC 0.04% Reduce -9.3% 958 $69K
Eastern Bank 0.00% New 926 $67K
Pflug Koory, LLC 0.00% — 886 $64K
BNP Paribas 0.00% Reduce -43.0% 850 $61K
Leonteq Securities AG 0.01% Reduce -3.8% 788 $57K
Silvant Capital Management LLC 0.00% No change 774 $56K
Meitav Investment House Ltd. 0.00% New 17,633 $54K
Concord Wealth Partners 0.01% Add +150.5% 754 $54K
Bollard Group LLC 0.00% Add +0.3% 749 $54K
Duncker Streett & Co. Inc. 0.01% No change 750 $54K
University of Texas/Texas Am Investment Management Co. 0.01% No change 750 $54K
Caldwell Trust Co 0.01% Add +69.8% 749 $54K
West Paces Advisors Inc. 0.01% No change 707 $51K
Sittner & Nelson, LLC 0.02% No change 700 $50K
Sandy Spring Bank 0.00% Add +26.5% 688 $49K
HHM Wealth Advisors, LLC 0.01% No change 670 $48K
Grove Bank & Trust 0.01% Add +28.8% 644 $46K
Mendota Financial Group, LLC 0.02% Reduce -21.9% 639 $46K
Ashton Thomas Securities, LLC 0.01% New 635 $46K
Adirondack Trust Co. 0.02% No change 622 $45K
Fortitude Family Office, LLC 0.02% Add +130.6% 611 $44K
Nemes Rush Group LLC 0.01% No change 761 $44K
Optimum Investment Advisors 0.02% No change 600 $43K
FinTrust Capital Advisors, LLC 0.01% No change 572 $41K
Hartford Financial Management Inc. 0.01% Reduce -3.1% 559 $40K
Ascentis Independent Advisors 0.01% New 551 $40K
Kathleen S. Wright Associates Inc. 0.02% No change 550 $40K
First Command Advisory Services, Inc. 0.00% No change 547 $39K
FSC Wealth Advisors, LLC 0.03% No change 543 $39K
Clearstead Trust, LLC 0.01% No change 541 $39K
Sunbelt Securities, Inc. 0.00% Reduce -20.4% 533 $38K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 533 $38K
Olistico Wealth, LLC 0.02% No change 500 $36K
Mark Sheptoff Financial Planning, LLC 0.02% No change 500 $36K
Slocum, Gordon & Co LLP 0.01% No change 500 $36K
TruNorth Capital Management, LLC 0.01% New 500 $36K
First PREMIER Bank 0.01% No change 476 $34K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 450 $32K
Bank of New Hampshire 0.01% No change 443 $32K
Harbor Investment Advisory, LLC 0.00% Reduce -2.4% 409 $29K
McClarren Financial Advisors, Inc. 0.00% Add +586.4% 405 $29K
Kelly Lawrence W & Associates Inc. 0.01% No change 400 $29K
Atlas Capital Advisors Inc. 0.00% No change 382 $27K
Capital Advisors, Ltd. LLC 0.00% No change 378 $27K
GW&K Investment Management, LLC 0.00% Add +2.9% 358 $26K
WASHINGTON TRUST Co 0.00% Reduce -2.8% 350 $25K
HBC Financial Services, PLLC 0.02% Add +0.9% 338 $25K
New England Capital Financial Advisors LLC 0.01% Add +0.6% 329 $24K
Rise Advisors, LLC 0.01% Add +0.9% 329 $24K
Salomon & Ludwin, LLC 0.00% No change 315 $23K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -99.8% 311 $22K
Earned Wealth Advisors, LLC 0.01% New 303 $22K
Spectrum Wealth Counsel, LLC 0.00% Add +9.0% 302 $22K
Alpine Bank Wealth Management 0.00% — 300 $22K
Brown Brothers Harriman & Co. 0.00% Reduce -46.3% 300 $22K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -31.3% 298 $21K
Wolff Wiese Magana LLC 0.01% Add +181.4% 287 $21K
PFS Partners, LLC 0.01% No change 283 $20K
Private Wealth Management Group, LLC 0.01% Add +24.0% 279 $20K
Beacon Capital Management, LLC 0.00% New 272 $20K
New Age Alpha Advisors, LLC 0.01% New 254 $18K
Creekmur Asset Management LLC 0.00% No change 250 $18K
Valued Wealth Advisors LLC 0.01% Add +87.0% 245 $18K
WR Wealth Planners, LLC 0.00% Add +4.5% 232 $17K
Silicon Valley Capital Partners 0.00% Add +0.4% 228 $16K
Jaffetilchin Investment Partners, LLC 0.00% New 228 $16K
Creative Financial Designs Inc. 0.00% Add +430.9% 223 $16K
Transcendent Capital Group LLC 0.01% Add +0.5% 220 $16K
Cornerstone Planning Group LLC 0.00% Add +2.5% 205 $16K
Hilltop National Bank 0.00% No change 216 $16K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 221 $15K
nVerses Capital, LLC 0.01% New 200 $14K
Boyd Watterson Asset Management LLC 0.00% No change 200 $14K
Zions Bancorporation, N.A. 0.00% Reduce -42.0% 192 $14K
Operose Advisors LLC 0.00% No change 190 $14K
Pinnacle Bancorp, Inc. 0.00% No change 187 $13K
Princeton Global Asset Management LLC 0.00% Reduce -45.9% 186 $13K
Centennial Bank 0.01% No change 185 $13K
Luken Investment Analytics, LLC 0.01% No change 184 $13K
REAP Financial Group, LLC 0.00% Reduce -62.0% 177 $13K
Tortoise Investment Management, LLC 0.00% No change 175 $13K
Sachetta, LLC 0.00% No change 172 $12K
Asset Dedication, LLC 0.00% Add +30.5% 171 $12K
Raffa Wealth Management, LLC 0.00% No change 168 $12K
Red Tortoise LLC 0.01% No change 167 $12K
TCTC Holdings, LLC 0.00% No change 167 $12K
Cedar Mountain Advisors, LLC 0.00% Reduce -29.8% 165 $12K
Oarsman Capital, Inc. 0.00% New 165 $12K
Global Trust Asset Management, LLC 0.00% No change 164 $12K
Westside Investment Management, Inc. 0.00% Reduce -29.1% 161 $12K
MidAtlantic Capital Management, Inc. 0.01% New 158 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 156 $11K
Avion Wealth 0.00% Add +4.7% 156 $11K
Harbor Capital Advisors, Inc. 0.00% New 151 $11K
First Personal Financial Services 0.00% No change 150 $11K
Westend Capital Management, LLC 0.00% New 141 $10K
Financial Freedom, LLC 0.01% No change 140 $10K
Abound Wealth Management 0.00% No change 129 $9K
Community Bank, N.A. 0.00% No change 125 $9K
Key Financial Inc 0.00% Add +14.0% 114 $8K
IAG Wealth Partners, LLC 0.00% No change 103 $7K
Carolinas Wealth Consulting LLC 0.00% Add +24.4% 102 $7K
Trust Co 0.00% Reduce -70.1% 102 $7K
Gold Investment Management Ltd. 0.00% No change 100 $7K
Tradewinds Capital Management, LLC 0.00% No change 100 $7K
Atwood & Palmer Inc. 0.00% No change 100 $7K
MCF Advisors LLC 0.00% No change 96 $7K
Piscataqua Savings Bank 0.01% No change 89 $6K
Truvestments Capital LLC 0.00% New 88 $6K
SJS Investment Consulting Inc. 0.00% Add +1.2% 82 $6K
Bogart Wealth, LLC 0.00% No change 81 $6K
ClariVest Asset Management LLC 0.00% No change 97 $6K
Hollencrest Capital Management 0.00% New 75 $5K
Tucker Asset Management LLC 0.00% No change 70 $5K
Dunhill Financial, LLC 0.00% Add +3.0% 69 $5K
Pineridge Advisors LLC 0.00% No change 63 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 60 $4K
Redmont Wealth Advisors LLC 0.01% No change 56 $4K
ESL Trust Services, LLC 0.00% No change 53 $4K
SouthState Bank Corp 0.00% No change 47 $3K
Johnson Financial Group, Inc. 0.00% New 44 $3K
Salem Investment Counselors Inc. 0.00% No change 41 $3K
Highline Wealth Partners LLC 0.00% Add +95.2% 41 $3K
Creative Capital Management Investments LLC 0.00% No change 36 $3K
TFC Financial Management, Inc. 0.00% No change 36 $3K
Park Place Capital Corp 0.00% No change 34 $2K
Centerpoint Advisors, LLC 0.00% No change 28 $2K
Financial Management Professionals, Inc. 0.00% No change 21 $2K
WealthCollab, LLC 0.00% No change 25 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 23 $2K
Uncommon Cents Investing LLC 0.00% New 22 $2K
Core Alternative Capital 0.00% No change 22 $2K
Nvwm, LLC 0.00% No change 19 $1K
Claris Advisors, LLC / Mo / 0.00% New 18 $1K
Riverview Trust Co 0.00% New 17 $1K
JDM Financial Group LLC 0.00% New 17 $1K
CGC Financial Services, LLC 0.00% No change 15 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
WestEnd Advisors, LLC 0.00% Add +7.7% 14 $1K
Carmichael Hill & Associates, Inc. 0.00% No change 13 $941
Financial Network Wealth Advisors LLC 0.00% New 12 $862
Rakuten Securities, Inc. 0.00% Add +1000.0% 11 $790
Chesapeake Asset Management LLC 0.00% New 10 $718
Crewe Advisors LLC 0.00% Reduce -78.1% 7 $504
Walleye Trading LLC 0.00% No change 7 $503
Reston Wealth Management LLC 0.00% New 4 $287
Coastline Trust Co 0.00% New 2 $144
Y.D. More Investments Ltd 0.00% Add +5.0% 423 $82

"% of holder's portfolio" is BNY's weight in each manager's 13F, not the share of Bank of New York Mellon Corp. the manager owns.