BP PLC-Spons ADRBP

13F holders, Q4 2025 (December 31)
1,151holders +40
96new positions
86sold out
9famous investors
$34.72avg. 13F price*

At the end of Q4 2025, 1,151 institutions reported holding BP PLC-Spons ADR (BP) in their 13F filings, up 40 from Q3 2025. 96 opened new positions and 86 sold out. The largest holders were Fisher Asset Management ($2.3B), State Street Corp. ($641.1M) and Dimensional Fund Advisors LP ($572.5M). 9 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
BP PLC-Spons ADR
CUSIP
055622104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions96$659.8M
Exits86$131.4M

All 13F filers, Q3 2025 → Q4 2025: 47,881,084 shares bought and 31,819,852 shares sold, net +16,061,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,151 holders

Fisher Asset Management 0.79% Add +1.4% 66,431,924 $2.3B
State Street Corp. 0.02% Reduce -3.0% 18,458,295 $641.1M
Dimensional Fund Advisors LP 0.12% Add +7.8% 16,484,085 $572.5M
BlackRock, Inc. 0.01% Add +0.4% 10,782,744 $374.5M
Caxton Associates LLP 7.16% New 10,409,750 $361.5M
Acadian Asset Management LLC 0.59% Add +146.4% 10,377,885 $360.4M
Goldman Sachs Group Inc. 0.05% Add +56.4% 9,814,295 $340.9M
Morgan Stanley 0.02% Reduce -3.8% 9,187,111 $319.1M
Royal Bank of Canada 0.04% Reduce -1.9% 7,043,671 $244.6M
Norges Bank 0.02% — 6,189,755 $215.0M
Arrowstreet Capital, Limited Partnership 0.12% Add +19.9% 5,774,962 $200.6M
Healthcare of Ontario Pension Plan Trust Fund 0.34% No change 5,750,000 $199.7M
National Bank of Canada 0.19% Add +2.6% 5,328,988 $185.1M
Mondrian Investment Partners LTD 2.66% Reduce -0.7% 4,638,498 $161.1M
Hudson Bay Capital Management LP 0.98% Reduce -0.3% 4,500,000 $156.3M
Altrinsic Global Advisors LLC 5.11% Reduce -4.0% 4,104,851 $142.6M
Bank of America Corp. 0.01% Reduce -5.2% 4,090,801 $142.1M
Millennium Management 0.10% Reduce -14.0% 3,905,104 $135.6M
LMR Partners LLP 1.65% Add +0.5% 3,741,572 $129.9M
BNP Paribas Financial Markets 0.07% Reduce -59.5% 3,278,814 $113.9M
Northern Trust Corp. 0.01% Reduce -1.0% 3,055,062 $106.1M
Merewether Investment Management, LP 2.40% New 3,008,100 $104.5M
Raymond James Financial Inc. 0.03% Add +2.8% 2,852,979 $99.1M
Renaissance Technologies 0.14% Add +51.5% 2,663,167 $92.5M
Citadel Advisors 0.06% Reduce -63.4% 2,562,882 $89.0M
Freestone Grove Partners LP 0.62% Add +70.1% 2,476,418 $86.0M
Connor, Clark & Lunn Investment Management Ltd. 0.22% Add +89.4% 2,454,406 $85.2M
Voloridge Investment Management, LLC 0.29% Add +264.5% 2,396,699 $83.2M
UBS Group AG 0.02% Reduce -47.4% 2,388,521 $83.0M
Qube Research & Technologies Ltd 0.12% Add +693.4% 2,384,771 $82.8M
Franklin Resources Inc. 0.02% Reduce -43.1% 2,324,851 $80.7M
Clearbridge Investments, LLC 0.06% Reduce -2.8% 2,313,131 $80.3M
Ruffer LLP 3.54% Reduce -2.6% 2,235,750 $77.8M
Yaupon Capital Management LP 3.82% Reduce -11.9% 2,231,295 $77.5M
Nomura Holdings Inc. 0.20% Add +35.3% 2,060,574 $71.6M
Sound Shore Management Inc 2.16% New 1,954,785 $67.9M
FMR LLC 0.00% Add +3.8% 1,922,029 $66.8M
Wells Fargo & Company 0.01% Reduce -6.5% 1,866,613 $64.8M
Natixis Advisors, LLC 0.09% Reduce -1.7% 1,846,770 $64.1M
Sei Investments Co. 0.06% Add +172.0% 1,736,856 $60.3M
American Century Companies Inc. 0.03% Add +14.0% 1,714,281 $59.5M
Causeway Capital Management LLC 0.78% Add +3.6% 1,640,680 $57.0M
Deutsche Bank AG 0.02% Add +4132.4% 1,627,168 $56.5M
Point72 Asset Management 0.09% Reduce -67.7% 1,529,195 $53.1M
LPL Financial LLC 0.01% Add +2.5% 1,408,533 $48.9M
Balyasny Asset Management L.P. 0.09% Reduce -37.2% 1,264,158 $43.9M
Alyeska Investment Group, L.P. 0.12% Reduce -5.8% 1,228,021 $42.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -7.3% 1,201,400 $41.7M
Brandywine Global Investment Management, LLC 0.28% Reduce -1.0% 1,186,320 $41.2M
Assenagon Asset Management S.A. 0.06% Reduce -6.3% 1,140,269 $39.6M
Boston Partners 0.04% Reduce -5.3% 1,042,773 $36.2M
JPMorgan Chase & Co. 0.00% Reduce -8.6% 1,039,546 $36.1M
Kahn Brothers Group Inc. 6.39% Reduce -4.3% 1,038,402 $36.1M
Envestnet Asset Management Inc. 0.01% Reduce -10.5% 967,036 $33.6M
Stifel Financial Corp. 0.03% Add +4.0% 916,968 $31.8M
Old Mission Capital LLC 1.22% New 906,324 $31.5M
Ameriprise Financial Inc. 0.01% Add +3.5% 813,172 $28.3M
Marshall Wace, LLP 0.03% Reduce -68.1% 780,410 $27.1M
Capital Fund Management S.A. 0.23% Add +260.2% 710,503 $24.7M
PNC Financial Services Group, Inc. 0.01% Reduce -7.3% 707,358 $24.6M
Cerity Partners LLC 0.03% Reduce -7.6% 675,835 $23.5M
Verition Fund Management LLC 0.13% Reduce -3.6% 675,156 $23.4M
Barclays PLC 0.01% Add +167.1% 670,651 $23.3M
Rockefeller Capital Management L.P. 0.04% Reduce -29.2% 637,193 $22.1M
Bank of Montreal 0.01% Reduce -74.4% 627,793 $21.8M
Commonwealth Equity Services, LLC 0.03% Reduce -6.2% 626,941 $21.8M
Nan Shan Life Insurance Co., Ltd. 0.65% Reduce -51.4% 605,197 $21.0M
Russell Investments Group, Ltd. 0.02% Reduce -1.9% 599,094 $20.8M
Financial Sense Advisors, Inc. 4.25% Add +0.6% 577,812 $20.1M
Huber Capital Management LLC 2.88% Reduce -11.9% 563,233 $19.6M
Invesco Ltd. 0.00% Add +2.5% 560,002 $19.4M
Adage Capital Partners Gp, L.L.C. 0.03% New 540,000 $18.8M
SPX Gestao de Recursos Ltda 1.86% Reduce -25.6% 523,230 $18.2M
New York State Common Retirement Fund 0.02% New 511,596 $17.8M
Cambridge Investment Research Advisors, Inc. 0.05% Add +1.0% 510,335 $17.7M
Cetera Investment Advisers 0.02% Reduce -0.3% 509,451 $17.7M
Wilkins Investment Counsel Inc. 2.52% Reduce -5.4% 497,292 $17.3M
Bridgewater Associates 0.06% Add +24.7% 497,099 $17.3M
Sagefield Capital LP 1.45% Add +125.2% 493,556 $17.1M
Calamos Advisors LLC 0.10% No change 475,000 $16.5M
US Bancorp \de 0.02% Add +5.9% 468,779 $16.3M
Kornitzer Capital Management Inc. 0.34% Reduce -1.1% 463,064 $16.1M
Susquehanna International Group, LLP 0.02% Add +155.0% 410,811 $14.3M
Cibc World Market Inc. 0.02% Add +4.5% 398,046 $13.8M
Gabelli Funds LLC 0.09% Add +6.0% 392,400 $13.6M
Dupree Financial Group, LLC 4.95% Add +0.3% 391,352 $13.6M
Mariner, LLC 0.02% Add +8.9% 380,422 $13.2M
Y-Intercept (Hong Kong) Ltd 0.29% Add +228.8% 372,202 $12.9M
Abc Arbitrage SA 1.21% Add +12.5% 370,972 $12.9M
Optiver Holding B.V. 0.23% New 364,643 $12.7M
Bank of New York Mellon Corp 0.00% Reduce -12.7% 358,403 $12.4M
Bollard Group LLC 0.33% Add +0.2% 357,211 $12.4M
Nomura Asset Management International Inc. 0.02% — 353,327 $12.3M
Osaic Holdings, Inc. 0.02% Add +3.2% 351,859 $12.2M
Pacific Heights Asset Management LLC 0.46% Add +16.7% 350,000 $12.2M
Charles Schwab Investment Management Inc. 0.00% Add +14.9% 344,541 $12.0M
Euro Pacific Asset Management, LLC 1.30% Reduce -0.5% 362,175 $11.7M
Pathstone Holdings, LLC 0.04% Add +3.5% 322,167 $11.2M
Willis Johnson & Associates, Inc. 0.69% Reduce -4.1% 321,246 $11.2M
Creative Planning 0.01% Add +19.0% 319,621 $11.1M
Tower Research Capital LLC (TRC) 0.26% Reduce -25.6% 314,242 $10.9M
Aquatic Capital Management LLC 0.30% Reduce -32.7% 304,193 $10.6M
M&T Bank Corp 0.03% Add +0.5% 301,468 $10.5M
Waverly Advisors, LLC 0.08% Add +172.9% 300,617 $10.4M
Focus Partners Wealth 0.01% Add +13.7% 297,070 $10.3M
HighTower Advisors, LLC 0.01% Add +1.1% 289,523 $10.1M
Van Eck Associates Corp. 0.01% Add +445.3% 287,228 $10.0M
Wedge Capital Management L L P 0.18% Reduce -22.8% 286,945 $10.0M
Walleye Capital LLC 0.06% Add +1155.6% 277,970 $9.7M
Altrius Capital Management Inc 2.03% Reduce -1.0% 275,594 $9.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.5% 277,868 $9.5M
FineMark National Bank & Trust 0.29% Add +4.4% 266,311 $9.2M
Wallington Asset Management, LLC 1.17% Add +0.7% 265,084 $9.2M
Americana Partners, LLC 0.25% Reduce -0.3% 262,644 $9.1M
Curi Capital, LLC 0.16% Add +0.1% 260,835 $9.1M
O'shaughnessy Asset Management, LLC 0.05% Add +7.1% 258,351 $9.0M
Stamos Capital Partners, L.P. 1.43% Reduce -9.9% 255,430 $8.9M
Baird Financial Group, Inc. 0.01% Add +2.2% 241,260 $8.4M
Milford Funds Ltd. 0.16% — 240,000 $8.3M
Logan Capital Management Inc. 0.34% Add +10.0% 234,846 $8.2M
DRW Securities, LLC 0.60% Reduce -30.2% 228,824 $7.9M
Blair William & Co. 0.02% Reduce -2.7% 228,648 $7.9M
Quantinno Capital Management LP 0.02% Add +39.6% 227,001 $7.9M
Janney Montgomery Scott LLC 0.02% Reduce -6.6% 220,933 $7.7M
Assetmark, Inc. 0.02% Add +3.5% 220,108 $7.6M
CI Investments Inc. 0.03% Add +0.1% 206,366 $7.2M
Scotia Capital Inc. 0.03% Add +7.8% 201,581 $7.0M
Canal Insurance CO 1.68% Reduce -13.0% 200,000 $6.9M
Moore Capital Management, LP 0.15% New 200,000 $6.9M
Lazari Capital Management, Inc. 2.34% Reduce -0.1% 198,730 $6.9M
Brown Advisory Inc. 0.01% Reduce -7.4% 196,096 $6.8M
Tudor Investment Corporation 0.04% Add +5.1% 188,826 $6.6M
Mackenzie Financial Corp. 0.01% Add +25.4% 179,452 $6.2M
Auxier Asset Management LLC 0.87% Reduce -1.5% 177,312 $6.2M
Walleye Trading LLC 0.10% Add +61.6% 171,948 $6.0M
NewEdge Advisors, LLC 0.02% Add +26.2% 171,050 $5.9M
Two Sigma Advisers, LP 0.01% Add +585.6% 168,826 $5.9M
Clifford Swan Investment Counsel LLC 0.19% Reduce -2.1% 167,550 $5.8M
Prospera Financial Services Inc 0.09% Add +17.4% 164,103 $5.7M
MML Investors Services, LLC 0.01% Add +13.9% 162,303 $5.6M
Hennessy Advisors Inc. 0.20% Reduce -5.2% 161,100 $5.6M
Jane Street Group, LLC 0.01% Add +223.2% 156,009 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -0.3% 153,928 $5.3M
Crossmark Global Holdings, Inc. 0.08% Reduce -15.3% 152,322 $5.3M
Jones Financial Companies LLLP 0.00% Add +19.2% 152,310 $5.3M
Corient Private Wealth LP 0.01% Reduce -13.5% 152,119 $5.3M
First Trust Advisors LP 0.00% Add +12.1% 148,527 $5.2M
HRT Financial LP 0.02% Reduce -40.1% 146,883 $5.1M
Butensky & Cohen Financial Security, Inc. 1.37% Add +3.1% 145,949 $5.1M
Meritage Portfolio Management 0.33% Reduce -2.0% 145,044 $5.0M
Captrust Financial Advisors 0.01% Reduce -3.5% 141,724 $4.9M
Todd Asset Management LLC 0.10% Add +6.9% 140,833 $4.9M
Yarbrough Capital, LLC 0.15% Reduce -50.6% 139,850 $4.9M
Teachers Retirement System of the State of Kentucky 0.04% Add +6.9% 139,830 $4.9M
Truist Financial Corp. 0.01% Add +9.0% 137,804 $4.8M
Private Advisor Group, LLC 0.02% Reduce -1.1% 137,535 $4.8M
Transmarket Holdings LP 3.45% — 135,883 $4.7M
Mercer Global Advisors Inc. 0.01% Add +0.0% 132,721 $4.6M
Advocate Group LLC 0.74% Reduce -4.3% 132,159 $4.6M
Kestra Advisory Services, LLC 0.02% Add +6.9% 130,697 $4.5M
SG Americas Securities, LLC 0.01% Add +546.4% 129,628 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +10.8% 129,285 $4.5M
Vestmark Advisory Solutions, Inc. 0.06% Add +100.1% 127,594 $4.4M
Man Group plc 0.01% Reduce -26.2% 127,099 $4.4M
Citigroup Inc. 0.00% Add +4.5% 126,737 $4.4M
Columbia Asset Management 0.78% Add +4.0% 125,904 $4.4M
Larson Financial Group LLC 0.14% Add +4.9% 122,614 $4.3M
Blackstone Inc. 0.02% Add +214.3% 121,896 $4.2M
Neville Rodie & Shaw Inc. 0.30% Reduce -1.1% 120,636 $4.2M
Trek Financial, LLC 0.24% New 119,394 $4.1M
QRG Capital Management, Inc. 0.05% Add +20.8% 117,392 $4.1M
HighPoint Advisor Group LLC 0.09% Add +47.0% 116,669 $4.1M
PEAK6 LLC 0.11% Reduce -52.1% 116,400 $4.0M
Quadrature Capital Ltd 0.04% New 116,316 $4.0M
tru Independence LLC 0.99% Reduce -0.5% 113,240 $3.9M
Kestra Private Wealth Services, LLC 0.05% Reduce -0.6% 111,174 $3.9M
Ashton Thomas Private Wealth, LLC 0.09% Add +185.4% 110,821 $3.8M
Jackson Hole Capital Partners, LLC 0.65% Reduce -0.1% 109,557 $3.8M
Baker Ellis Asset Management LLC 0.45% Add +2.0% 108,799 $3.8M
Neuberger Berman Group LLC 0.00% Add +8.2% 108,190 $3.8M
J.W. Cole Advisors, Inc. 0.09% Add +1.6% 109,486 $3.7M
BBR Partners, LLC 0.19% No change 102,594 $3.6M
D.A. Davidson & Co. 0.02% Reduce -3.3% 99,523 $3.5M
Community Trust & Investment Co. 0.18% Reduce -1.0% 99,396 $3.5M
Bleakley Financial Group, LLC 0.06% Add +22.3% 99,176 $3.4M
AQR Capital Management 0.00% Add +186.6% 98,186 $3.4M
Bfsg, LLC 0.33% Add +390.1% 96,958 $3.4M
Meyer Handelman Co. 0.10% Reduce -1.1% 93,638 $3.3M
SouthState Bank Corp 0.15% Reduce -0.5% 93,621 $3.3M
Brooklyn Investment Group 0.15% Add +213.0% 93,195 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.7% 92,226 $3.2M
Ritholtz Wealth Management 0.06% Add +4.6% 91,654 $3.2M
Engineers Gate Manager LP 0.04% Add +33.9% 91,227 $3.2M
Beaumont Financial Advisors, LLC 0.21% Reduce -65.5% 90,501 $3.1M
XTX Topco Ltd 0.08% Add +441.9% 90,240 $3.1M
South Dakota Investment Council 0.06% No change 90,210 $3.1M
B. Riley Wealth Advisors, Inc. 0.15% Add +87.0% 89,510 $3.1M
Tidal Investments LLC 0.01% Add +13.4% 88,548 $3.1M
Cwm, LLC 0.01% Add +6.5% 87,285 $3.0M
Trexquant Investment LP 0.03% Reduce -70.3% 86,238 $3.0M
Dockside LLC 0.76% — 85,594 $3.0M
Caption Management, LLC 0.13% Reduce -13.1% 85,491 $3.0M
Hantz Financial Services, Inc. 0.04% Add +18.2% 82,111 $2.9M
Cary Street Partners Financial LLC 0.07% Add +8.1% 80,667 $2.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 80,000 $2.8M
Huntington National Bank 0.02% Add +0.5% 79,439 $2.8M
Lee Danner & Bass Inc. 0.20% Add +0.1% 78,698 $2.7M
Evergreen Capital Management LLC 0.06% Add +15.7% 78,326 $2.7M
44 Wealth Management LLC 0.90% Add +1.6% 77,524 $2.7M
Callan Family Office, LLC 0.06% Add +258.8% 77,407 $2.7M
NewEdge Wealth, LLC 0.03% Add +8.1% 75,835 $2.6M
Inlight Wealth Management, LLC 0.96% Reduce -3.5% 75,579 $2.6M
Hedges Asset Management LLC 1.84% Add +0.3% 75,067 $2.6M
Rothschild Investment LLC 0.14% Reduce -4.2% 73,650 $2.6M
Centiva Capital, LP 0.15% New 71,522 $2.5M
&partners 0.01% Add +24.0% 70,752 $2.5M
Immersion Capital LLP 3.56% Reduce -27.9% 70,776 $2.5M
Simplex Trading, LLC 0.07% Add +65.3% 69,469 $2.4M
SummitTX Capital, L.P. 0.07% New 69,280 $2.4M
IFG Advisory, LLC 0.10% Reduce -3.3% 68,865 $2.4M
Ieq Capital, LLC 0.01% Reduce -8.0% 68,707 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.5% 68,367 $2.4M
Amova Asset Management Americas, Inc. 0.03% Reduce -4.5% 68,367 $2.4M
TD Private Client Wealth LLC 0.05% Reduce -1.8% 68,261 $2.4M
Quotient Wealth Partners, LLC 0.06% Add +8.3% 67,114 $2.3M
Choate Investment Advisors 0.05% Add +251.8% 66,224 $2.3M
Harbour Investments, Inc. 0.05% Add +1.4% 65,305 $2.3M
CIBC Private Wealth Group LLC 0.00% Add +10.2% 65,087 $2.3M
SIH Partners, LLLP 0.13% Add +169.8% 63,400 $2.2M
Employees Retirement System of Texas 0.02% Reduce -44.0% 62,882 $2.2M
Heritage Trust Co 0.22% Add +1.8% 62,404 $2.2M
Azimuth Capital Investment Management LLC 0.08% Reduce -0.4% 62,126 $2.2M
Sharpepoint LLC 1.29% Add +5.3% 61,957 $2.2M
Delta Capital Management LLC 1.22% Reduce -15.1% 61,760 $2.1M
Spirit of America Management Corp. 0.45% Reduce -7.5% 61,361 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +10.5% 60,938 $2.1M
Arkadios Wealth Advisors 0.04% Reduce -3.2% 60,711 $2.1M
Keybank National Association 0.01% Add +7.0% 60,457 $2.1M
Commerce Bank 0.01% Add +10.2% 60,333 $2.1M
Quinn Opportunity Partners LLC 0.09% No change 60,000 $2.1M
Caprock Group, LLC 0.04% Add +8.5% 59,823 $2.1M
Victory Capital Management Inc. 0.00% No change 59,077 $2.1M
Capital Investment Advisory Services, LLC 0.14% Add +1.9% 56,459 $2.0M
Gilliland Jeter Wealth Management LLC 0.59% Reduce -1.3% 56,450 $2.0M
Pinnacle Associates Ltd. 0.02% Reduce -0.2% 55,572 $1.9M
Vise Technologies, Inc. 0.04% Add +18.1% 54,846 $1.9M
Arax Advisory Partners 0.06% Reduce -48.1% 54,587 $1.9M
Interval Partners, LP 0.04% Reduce -67.8% 53,606 $1.9M
Merit Financial Group, LLC 0.01% Add +3.3% 52,814 $1.8M
Mutual Advisors, LLC 0.04% Reduce -8.3% 52,805 $1.8M
Harvest Portfolios Group Inc. 0.03% Reduce -3.7% 51,930 $1.8M
Cresset Asset Management, LLC 0.01% Add +51.0% 51,881 $1.8M
Florida Trust Wealth Management Co 0.05% Reduce -3.5% 51,810 $1.8M
Vaughan David Investments LLC 0.04% Reduce -9.5% 51,764 $1.8M
Insight Inv LLC 1.01% Add +23.7% 51,646 $1.8M
Kennedy Investment Group, Inc. 0.67% Reduce -2.8% 51,511 $1.8M
RFG - Bristol Wealth Advisors, LLC 0.50% No change 51,466 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Reduce -19.2% 51,352 $1.8M
Meridian Investment Counsel Inc. 0.43% Reduce -4.0% 51,202 $1.8M
Sequoia Financial Advisors, LLC 0.01% Reduce -7.0% 51,168 $1.8M
Wellington Management Group LLP 0.00% Reduce -0.5% 50,993 $1.8M
Moors & Cabot, Inc. 0.07% Reduce -40.9% 50,263 $1.7M
Naviter Wealth, LLC 0.23% Reduce -9.7% 50,040 $1.7M
Phoenix Financial Ltd. 0.02% Reduce -0.7% 50,000 $1.7M
Smith Group Asset Management, LLC 0.09% Add +62.5% 49,880 $1.7M
Parallax Volatility Advisers, L.P. 0.06% Add +225.1% 48,942 $1.7M
Cyndeo Wealth Partners, LLC 0.09% Reduce -0.1% 48,585 $1.7M
Aventail Capital Group, LP 0.10% Reduce -52.1% 48,284 $1.7M
Rhumbline Advisers 0.00% Add +35.3% 48,142 $1.7M
Rwa Wealth Partners, LLC 0.02% Reduce -0.3% 48,097 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.68% Reduce -0.2% 47,587 $1.7M
Kavar Capital Partners Group, LLC 0.22% Reduce -5.8% 46,946 $1.6M
Choreo, LLC 0.02% Reduce -5.6% 46,267 $1.6M
Autumn Glory Partners, LLC 0.56% No change 46,121 $1.6M
SBI Securities Co., Ltd. 0.04% Reduce -8.2% 45,781 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Reduce -54.9% 45,500 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -23.9% 45,386 $1.6M
Squarepoint Ops LLC 0.00% New 45,170 $1.6M
Concurrent Investment Advisors, LLC 0.02% Add +31.4% 44,912 $1.6M
Hardin Capital Partners, LLC 0.72% Add +0.1% 43,932 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -1.8% 43,919 $1.5M
Vident Advisory, LLC 0.01% Add +8.9% 43,847 $1.5M
Kempner Capital Management Inc. 1.41% Reduce -12.0% 42,273 $1.5M
Burney Co./ 0.05% Add +0.8% 42,458 $1.5M
Levin Capital Strategies, L.P. 0.13% Reduce -19.1% 42,334 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% New 41,328 $1.4M
PFG Investments, LLC 0.07% Add +2.4% 40,801 $1.4M
Allworth Financial LP 0.01% Add +8.8% 40,424 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.68% Reduce -66.7% 25,512 $1.4M
UMB Bank, n.a. 0.02% Add +1.9% 39,821 $1.4M
Mgo One Seven LLC 0.03% Add +22.6% 39,626 $1.4M
Global Retirement Partners, LLC 0.02% Add +28.6% 38,993 $1.4M
Kingsview Wealth Management, LLC 0.02% Add +1.1% 38,900 $1.4M
Farther Finance Advisors, LLC 0.01% Add +19.5% 38,809 $1.3M
Park Avenue Securities LLC 0.01% Reduce -7.7% 38,626 $1.3M
Prosperity Consulting Group, LLC 0.06% Reduce -3.5% 38,265 $1.3M
Compass Capital Management, Inc. 0.07% No change 37,525 $1.3M
Avantra Family Wealth, Inc. 0.95% Add +2.7% 37,520 $1.3M
Aviso Financial Inc. 0.05% Add +1.6% 37,430 $1.3M
HB Wealth Management, LLC 0.01% Add +1.1% 37,180 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +0.1% 37,065 $1.3M
Ausdal Financial Partners, Inc. 0.06% Add +0.2% 36,974 $1.3M
DekaBank Deutsche Girozentrale 0.00% No change 29,626 $1.3M
Independent Advisor Alliance 0.03% Add +17.1% 36,730 $1.3M
Atlas Brown,Inc. 0.38% Add +0.9% 36,721 $1.3M
Regions Financial Corp. 0.01% Add +0.1% 36,404 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +2.7% 36,033 $1.3M
Lockheed Martin Investment Management Co. 0.04% New 35,900 $1.2M
Glenmede Trust Co. NA 0.01% — 35,614 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -0.4% 35,410 $1.2M
Transcend Capital Advisors, LLC 0.09% Reduce -5.8% 35,204 $1.2M
Quantbot Technologies LP 0.04% Reduce -10.9% 34,957 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +12.9% 34,788 $1.2M
FNY Investment Advisers, LLC 0.34% New 34,500 $1.2M
Stratos Wealth Partners, LTD. 0.01% Reduce -14.1% 34,316 $1.2M
Stephens Inc. 0.01% Add +22.4% 34,083 $1.2M
First National Trust Co 0.04% No change 33,970 $1.2M
Savant Capital, LLC 0.01% Add +17.6% 33,749 $1.2M
GC Wealth Management RIA, LLC 0.04% Add +21.8% 33,503 $1.2M
Midwest Trust Co 0.01% Add +4.5% 33,456 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -5.3% 33,211 $1.2M
Cozad Asset Management Inc. 0.09% Reduce -3.0% 33,032 $1.1M
Capital International Investors 0.00% Reduce -30.6% 32,686 $1.1M
Malaga Cove Capital, LLC 0.39% Add +40.4% 32,617 $1.1M
Abundance Wealth Counselors 0.19% Add +1.1% 32,344 $1.1M
Signaturefd, LLC 0.02% Add +16.9% 32,040 $1.1M
MAI Capital Management 0.01% Add +131.8% 31,940 $1.1M
Northstar Financial Companies, Inc. 0.86% Reduce -33.1% 31,103 $1.1M
Integrated Quantitative Investments LLC 0.23% New 30,976 $1.1M
Venture Visionary Partners LLC 0.04% Reduce -7.4% 30,945 $1.1M
HSBC Holdings PLC 0.00% Add +160.5% 30,920 $1.1M
GeoWealth Management, LLC 0.04% Add +29.1% 30,576 $1.1M
Douglass Winthrop Advisors, LLC 0.02% Reduce -6.1% 30,319 $1.1M
International Assets Investment Management, LLC 0.07% Reduce -17.4% 30,306 $1.1M
Rossmore Private Capital 0.09% Add +31.9% 30,300 $1.1M
M Holdings Securities, Inc. 0.07% New 30,184 $1.0M
Verus Capital Partners, LLC 0.07% Reduce -0.1% 29,850 $1.0M
Valeo Financial Advisors, LLC 0.02% Add +4.6% 29,827 $1.0M
Lantz Financial LLC 0.22% Reduce -2.9% 29,739 $1.0M
Snowden Capital Advisors LLC 0.03% Add +103.9% 29,731 $1.0M
United Community Bank 0.39% Add +1.3% 29,456 $1.0M
Manske Wealth Management 0.30% Reduce -2.4% 29,031 $1.0M
Summit Securities Group LLC 0.18% Reduce -65.7% 28,800 $1.0M
Pinnacle Financial Partners, Inc. 0.01% — 28,677 $996K
AE Wealth Management LLC 0.01% Add +26.7% 28,650 $995K
Sigma Planning Corp 0.03% Reduce -2.3% 28,549 $991K
Greenwood Capital Associates LLC 0.11% New 28,422 $987K
TT Capital Management LLC 0.79% Reduce -5.4% 28,366 $985K
Poehling Capital Management, INC. 0.20% Add +9.1% 28,299 $983K
Total Clarity Wealth Management, Inc. 0.24% Reduce -0.2% 28,138 $977K
Kovack Advisors, Inc. 0.05% Add +28.2% 28,123 $977K
Parrish Capital LLC 0.88% — 28,092 $976K
Permanent Capital Management, LP 0.19% Reduce -21.1% 27,993 $972K
Hancock Whitney Corp. 0.02% Add +0.2% 27,789 $965K
Great Valley Advisor Group, Inc. 0.02% Add +26.3% 27,754 $964K
Cura Wealth Advisors, LLC 0.36% Add +0.2% 27,613 $959K
SeaCrest Wealth Management, LLC 0.10% Add +276.7% 28,474 $959K
Avidian Wealth Enterprises, LLC 0.03% Reduce -3.8% 27,549 $957K
Parallel Advisors, LLC 0.02% Add +0.8% 27,365 $950K
Intrua Financial, LLC 0.10% Reduce -0.9% 27,202 $945K
Wedbush Securities Inc. 0.03% Add +10.1% 27,094 $941K
1ST Source Bank 0.05% Reduce -5.1% 26,981 $937K
Yousif Capital Management, LLC 0.01% Reduce -7.6% 26,596 $935K
Meridian Wealth Management, LLC 0.03% Add +0.1% 26,851 $933K
Flow Traders U.S. LLC 0.03% New 26,745 $929K
Moody National Bank Trust Division 0.09% Add +3.6% 26,537 $922K
DB Fitzpatrick & Co, Inc 0.82% Reduce -1.1% 26,483 $920K
Aptus Capital Advisors, LLC 0.01% Add +13.4% 26,382 $916K
Forum Financial Management, LP 0.01% Add +0.2% 26,362 $916K
Chicago Capital, LLC 0.02% Reduce -0.0% 26,276 $913K
Burrus Financial Services, Inc. 0.52% Add +17.3% 18,763 $912K
Lebenthal Global Advisors, LLC 0.14% Add +20.8% 26,227 $911K
World Investment Advisors 0.01% Add +53.7% 26,191 $910K
Dynasty Wealth Management, LLC 0.01% Add +5.2% 26,159 $908K
First American Bank 0.05% No change 25,948 $901K
Awm Capital, LLC 0.08% No change 25,680 $892K
Geode Capital Management, LLC 0.00% New 25,662 $891K
Wealth Alliance Advisory Group, LLC 0.15% No change 25,657 $891K
Integrated Wealth Concepts LLC 0.01% Reduce -27.8% 25,654 $891K
Smartleaf Asset Management LLC 0.03% Add +22.1% 25,564 $888K
Argyle Capital Management, LLC 0.29% No change 25,407 $882K
SCS Capital Management LLC 0.01% No change 25,403 $882K
Mission Wealth Management, LP 0.02% Reduce -1.9% 25,388 $882K
Sterling Capital Management LLC 0.01% Add +0.1% 25,008 $869K
Mitchell & Pahl Private Wealth, LLC 0.36% Reduce -0.3% 24,879 $864K
Atria Investments, Inc 0.01% Add +11.0% 24,757 $860K
Stock Yards Bank & Trust Co. 0.03% Reduce -5.7% 24,635 $856K
VestGen Advisors, LLC 0.04% Add +63.2% 24,615 $855K
Compound Planning, Inc. 0.03% Add +8.1% 24,445 $849K
Sapient Capital LLC 0.01% Add +9.3% 24,042 $835K
Cornerstone Wealth Management, LLC 0.04% Add +13.6% 24,045 $835K
Lido Advisors, LLC 0.00% Add +1.4% 23,989 $828K
Herold Advisors, Inc. 0.18% Reduce -2.9% 23,734 $824K
IMC-Chicago, LLC 0.01% New 23,648 $821K
Oak Harvest Investment Services 0.09% Add +1.2% 23,491 $816K
Advisors Asset Management, Inc. 0.01% Reduce -36.7% 23,297 $809K
CENTRAL TRUST Co 0.02% Reduce -3.6% 22,776 $791K
Future Fund LLC 0.25% Reduce -12.0% 22,775 $791K
Wesbanco Bank Inc. 0.02% Reduce -4.6% 22,683 $788K
Westwood Holdings Group Inc. 0.01% No change 22,667 $787K
Highland Capital Management, LLC 0.04% Reduce -8.6% 22,543 $783K
Ethic Inc. 0.01% Add +4.5% 22,251 $773K
Raelipskie Partnership 0.32% No change 22,207 $771K
Fiduciary Alliance LLC 0.05% Reduce -1.7% 22,151 $769K
Solstein Capital, LLC 0.31% Reduce -49.5% 22,040 $765K
Associated Banc-Corp 0.02% Reduce -17.4% 22,029 $765K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -8.5% 21,902 $761K
Horizon Investment Services, LLC 0.27% Add +2.8% 21,855 $759K
John G Ullman & Associates Inc. 0.10% Reduce -1.1% 21,700 $754K
Tiaa Trust, National Association 0.00% Add +0.9% 21,603 $750K
King Wealth Management Group 0.09% Reduce -0.9% 21,600 $750K
Abel Hall, LLC 0.17% Add +37.1% 21,573 $749K
EP Wealth Advisors, LLC 0.00% — 21,507 $747K
Mather Group, Llc. 0.01% Add +1.3% 21,454 $745K
Wilmington Savings Fund Society, FSB 0.02% Reduce -4.4% 21,419 $744K
Chesapeake Capital Corp. 0.62% No change 21,366 $742K
Profund Advisors LLC 0.02% Add +13.9% 21,240 $738K
First Financial Bank - Trust Division 0.06% No change 21,154 $735K
Diversified Trust Co. 0.01% Add +89.8% 21,097 $733K
Vertex Planning Partners, LLC 0.17% Reduce -0.4% 21,079 $732K
Aaron Wealth Advisors LLC 0.04% Add +33.4% 21,075 $732K
Headlands Technologies LLC 0.06% Add +17.2% 21,039 $731K
Fox Run Management, L.L.C. 0.11% Reduce -1.7% 20,966 $728K
Capital Advisors Inc. 0.01% Add +1.4% 20,878 $725K
Harbour Capital Advisors, LLC 0.15% Reduce -3.9% 20,215 $724K
Allspring Global Investments Holdings, LLC 0.00% Add +36.9% 20,147 $717K
Equitable Holdings, Inc. 0.00% Add +12.5% 20,634 $717K
Peapack Gladstone Financial Corp. 0.01% Reduce -6.0% 20,592 $715K
Insigneo Advisory Services, LLC 0.05% Reduce -1.2% 20,513 $712K
Quadrant Capital Group LLC 0.02% Add +23.2% 20,400 $708K
Nilsine Partners, LLC 0.06% Reduce -2.2% 20,151 $700K
WCG Wealth Advisors LLC 0.02% New 20,080 $697K
Barometer Capital Management Inc. 0.17% Reduce -5.2% 3,270 $697K
Western Wealth Management, LLC 0.03% Add +7.7% 20,067 $697K
Townsquare Capital LLC 0.16% Add +14.2% 20,063 $697K
Prelude Capital Management, LLC 0.05% New 19,987 $694K
Cherokee Insurance Co 0.28% No change 19,854 $690K
Partners Wealth Management, LLC 0.72% Reduce -2.5% 19,776 $687K
MQS Management LLC 0.40% New 19,766 $686K
Eastern Bank 0.01% Reduce -1.5% 19,422 $675K
Denali Advisors LLC 0.07% Add +0.5% 19,390 $673K
CSS LLC 0.11% Reduce -51.9% 19,223 $668K
Gallacher Capital Management LLC 0.26% Reduce -1.3% 19,203 $667K
Ameritas Advisory Services, LLC 0.02% Add +240.5% 19,001 $660K
Winning Points Advisors, LLC 0.70% — 18,972 $659K
Blue Trust, Inc. 0.01% Reduce -4.6% 18,667 $648K
Texas Yale Capital Corp. 0.02% No change 18,441 $640K
Csenge Advisory Group 0.03% Reduce -12.0% 18,380 $638K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.5% 18,312 $636K
Advisory Services Network, LLC 0.01% Add +5.8% 18,304 $636K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.9% 18,201 $632K
Checchi Capital Advisers, LLC 0.04% Reduce -0.6% 18,020 $626K
Johnson Investment Counsel Inc. 0.01% Reduce -2.2% 17,966 $624K
Summit Financial, LLC 0.01% Add +1.3% 17,867 $621K
Parsons Capital Management Inc. 0.03% Reduce -23.3% 17,865 $620K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.4% 17,766 $617K
Archer Investment Corp 0.14% Add +0.0% 17,702 $615K
Kingswood Wealth Advisors, LLC 0.03% Add +38.8% 17,420 $605K
Monarch Capital Management Inc. 0.15% No change 17,305 $601K
Old National Bancorp 0.01% Reduce -36.0% 17,302 $601K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.6% 17,278 $600K
North Star Investment Management Corp. 0.04% No change 17,066 $593K
Bessemer Group Inc. 0.00% Add +0.8% 17,011 $590K
Left Brain Wealth Management, LLC 0.20% No change 16,753 $582K
Silvia McColl Wealth Management, LLC 0.38% No change 16,670 $579K
Wellington Shields & Co., LLC 0.14% No change 16,619 $577K
ARS Investment Partners, LLC 0.03% Add +151.5% 16,600 $577K
Dynamic Advisor Solutions LLC 0.02% Reduce -10.9% 16,545 $575K
Personal Cfo Solutions, LLC 0.09% Reduce -4.5% 16,493 $573K
Courier Capital LLC 0.03% Reduce -0.1% 16,374 $569K
Red Door Wealth Management, LLC 0.06% Reduce -6.3% 16,271 $565K
Analyst IMS Investment Management Services Ltd. 0.02% No change 16,167 $562K
Busey Bank 0.01% Add +11.1% 16,124 $560K
Pure Financial Advisors, LLC 0.01% Add +9.7% 16,099 $559K
Moneco Advisors, LLC 0.04% Add +4.9% 16,044 $557K
Beese Fulmer Investment Management, Inc. 0.04% Add +15.4% 16,043 $557K
Fiduciary Trust Co 0.01% Reduce -1.0% 16,008 $556K
Mill Capital Management, LLC 0.04% Reduce -3.1% 16,004 $556K
SVB Wealth LLC 0.03% Reduce -1.5% 15,947 $554K
Coastwise Capital Group, LLC 0.28% Add +0.4% 15,747 $547K
Louisbourg Investments Inc. 0.11% Reduce -20.3% 15,680 $545K
Glenview Trust Co 0.01% Reduce -3.7% 15,433 $536K
Miller Global Investments, LLC 0.48% — 15,328 $532K
Cooper Financial Group 0.06% Add +3.8% 15,289 $531K
West Family Investments, Inc. 0.12% Add +1.4% 15,115 $525K
Fifth Third Bancorp 0.00% Reduce -0.6% 15,084 $524K
Legacy Wealth Asset Management, LLC 0.13% Add +4.0% 15,058 $523K
Centaurus Financial, Inc. 0.02% Add +1.3% 15,019 $522K
Straight Path Wealth Management 0.14% Add +130.8% 15,000 $521K
Trust Point Inc. 0.04% Add +24.1% 14,939 $519K
Independence Bank of Kentucky 0.06% Reduce -16.4% 14,874 $517K
Recurrent Investment Advisors LLC 0.04% Add +1.4% 118,388 $514K
Sowell Financial Services LLC 0.02% Reduce -1.6% 14,691 $510K
Daymark Wealth Partners, LLC 0.02% Add +10.4% 14,684 $510K
Founders Financial Alliance, LLC 0.10% Reduce -5.4% 14,610 $507K
Saxon Interests, Inc. 0.18% Reduce -3.4% 14,480 $503K
Independent Financial Group, LLC 0.01% Reduce -7.9% 14,472 $503K
Baxter Bros Inc. 0.06% No change 14,472 $503K
Edge Wealth Management LLC 0.09% Reduce -17.6% 14,465 $502K
Nicolet Advisory Services, LLC 0.03% Add +1.0% 14,580 $502K
Finward Bancorp 0.39% Reduce -1.1% 14,438 $501K
BCS Private Wealth Management, Inc. 0.17% Reduce -7.6% 14,411 $500K
Carnegie Investment Counsel 0.01% Add +64.1% 14,298 $497K
Wright Investors Service Inc. 0.15% Reduce -2.8% 14,297 $497K
Alessandra Capital Management, LLC 0.44% — 14,283 $496K
MidFirst Bank 0.04% — 14,248 $495K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.1% 14,177 $492K
ARK & TLK Investments, LLC 0.13% Add +1.8% 14,114 $490K
AlphaCore Capital LLC 0.01% New 14,101 $490K
Brucke Financial, Inc. 0.27% Reduce -10.1% 14,070 $489K
HM Payson & Co. 0.01% Reduce -11.5% 14,000 $486K
RNC Capital Management LLC 0.02% Add +1.5% 13,993 $486K
Greenleaf Trust 0.00% Add +1.5% 13,963 $485K
Jefferies Financial Group Inc. 0.00% Reduce -73.4% 13,854 $481K
CreativeOne Wealth, LLC 0.01% Add +13.3% 13,628 $473K
Principal Securities, Inc. 0.01% Add +6.0% 13,617 $473K
Allen Capital Group, LLC 0.04% Add +1.2% 13,538 $470K
Kelleher Financial Advisors 0.11% No change 13,493 $469K
Balboa Wealth Partners 0.08% No change 13,431 $466K
Burford Brothers, Inc. 0.19% No change 13,352 $464K
Cowa, LLC 0.14% Reduce -7.0% 13,300 $462K
PCM Encore, LLC 0.10% — 13,264 $461K
Graham Capital Management, L.P. 0.02% Reduce -83.6% 13,260 $461K
TrueWealth Advisors, LLC 0.12% Reduce -22.7% 13,210 $459K
Winch Advisory Services, LLC 0.10% Reduce -0.5% 13,119 $456K
Sagespring Wealth Partners, LLC 0.01% Reduce -4.2% 13,029 $452K
Bay Rivers Group 0.18% No change 13,000 $451K
Zions Bancorporation, National Association 0.02% Add +8888.9% 12,944 $450K
Jain Global LLC 0.00% New 12,922 $449K
Sentry LLC 0.12% No change 12,920 $449K
Ascentis Independent Advisors 0.07% Add +15.1% 12,892 $448K
Capital Investment Counsel, Inc 0.05% No change 12,840 $446K
AlTi Global, Inc. 0.01% No change 12,787 $444K
Foundations Investment Advisors, LLC 0.01% Reduce -17.1% 12,757 $443K
Benjamin Edwards Inc. 0.00% Add +14.2% 12,731 $442K
Thrivent Financial for Lutherans 0.00% Add +19.7% 12,678 $441K
Elgethun Capital Management 0.08% Add +0.7% 12,694 $441K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Add +4.3% 12,671 $440K
Regal Investment Advisors LLC 0.03% New 12,669 $440K
Wealthspire Advisors, LLC 0.00% Add +30.4% 12,645 $439K
Grandfield & Dodd, LLC 0.02% Reduce -25.7% 12,605 $438K
Chicago Partners Investment Group LLC 0.01% Add +2.6% 11,950 $437K
Guggenheim Capital LLC 0.00% Reduce -19.4% 12,563 $436K
Prospect Financial Services LLC 0.25% Reduce -7.0% 12,502 $434K
Aull & Monroe Investment Management Corp 0.22% No change 12,475 $433K
WealthTrust Axiom LLC 0.11% Add +3.3% 12,418 $431K
IHT Wealth Management, LLC 0.01% Reduce -1.7% 12,409 $431K
Baker Avenue Asset Management, LP 0.01% Reduce -0.2% 12,397 $431K
Frank, Rimerman Advisors LLC 0.03% New 12,391 $430K
Peddock Capital Advisors, LLC 0.09% No change 12,348 $429K
Garde Capital, Inc. 0.03% Reduce -10.6% 12,345 $429K
Permanens Capital L.P. 0.06% Add +29.5% 12,266 $426K
Oxinas Partners, LLC 0.20% Reduce -14.5% 12,228 $425K
Simmons Bank 0.03% Reduce -6.2% 12,195 $424K
First Manhattan Co. Llc. 0.00% Reduce -36.8% 12,109 $421K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.2% 12,090 $420K
Capital Investment Advisors, LLC 0.01% Reduce -2.6% 12,005 $417K
Titan Wealth (CI) Ltd 0.16% — 12,000 $417K
Northeast Investment Management 0.02% No change 11,997 $417K
Hilltop National Bank 0.10% Reduce -3.2% 11,995 $417K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 11,020 $415K
Sovran Advisors, LLC 0.04% Add +1.5% 11,788 $414K
Investors Research Corp 0.08% Reduce -3.8% 11,890 $413K
Welch & Forbes LLC 0.01% No change 11,853 $412K
Tannin Capital LLC 0.37% — 11,845 $411K
Geneos Wealth Management Inc. 0.01% Reduce -5.2% 11,826 $411K
Second Line Capital, LLC 0.08% Add +0.0% 11,817 $410K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.3% 11,751 $408K
Clearstead Advisors, LLC 0.01% Add +0.1% 11,717 $407K
Total Wealth Planning & Management, Inc. 0.32% — 11,700 $406K
Ar Asset Management Inc. 0.08% No change 11,642 $404K
IFP Advisors, Inc 0.01% Reduce -2.5% 11,613 $403K
Aegis Wealth Management LLC 0.23% Reduce -1.8% 11,582 $402K
American Trust Investment Advisors, LLC 0.21% Reduce -2.4% 11,560 $401K
Fruth Investment Management 0.11% No change 11,565 $401K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 11,518 $400K
Equitable Trust Co. 0.02% No change 11,457 $398K
Composition Wealth, LLC 0.01% Add +1.9% 11,393 $396K
Capital Analysts, LLC 0.01% Add +0.8% 11,386 $395K
KLCM Advisors, Inc. 0.03% Add +2.7% 11,351 $394K
Advocate Investing Services LLC 0.35% — 11,310 $393K
Southeast Asset Advisors, LLC 0.04% New 11,230 $390K
Kathmere Capital Management, LLC 0.03% Add +12.9% 11,228 $390K
Coldstream Capital Management Inc. 0.01% Add +14.0% 11,219 $390K
Integrated Advisors Network LLC 0.02% Reduce -24.6% 11,183 $388K
Bluefin Capital Management, LLC 0.11% New 11,100 $386K
Covenant Partners, LLC 0.11% No change 11,080 $385K
Accurate Wealth Management, LLC 0.05% Add +2.2% 11,187 $384K
Cordatus Wealth Management LLC 0.09% Reduce -6.0% 11,032 $383K
Summit Global Investments 0.02% New 11,038 $383K
Williams Jones Wealth Management, LLC. 0.00% Reduce -12.0% 10,970 $381K
Foster & Motley Inc. 0.02% Reduce -38.6% 10,887 $378K
Uniting Wealth Partners, LLC 0.12% Add +1.1% 10,828 $376K
HBK Sorce Advisory LLC 0.01% Add +0.8% 9,597 $374K
Keating Financial Advisory Services, Inc. 0.05% — 10,776 $374K
Fort Point Capital Partners LLC 0.05% Reduce -6.2% 10,634 $374K
Pekin Hardy Strauss, Inc. 0.03% Reduce -3.2% 10,696 $371K
Atlas Legacy Advisors, LLC 0.06% Add +2.3% 10,621 $369K
Lazard Asset Management LLC 0.00% Add +54.6% 10,617 $369K
Corsicana & Co. 0.21% No change 10,596 $368K
NorthCoast Asset Management LLC 0.01% Reduce -83.1% 10,510 $365K
NTV Asset Management LLC 0.04% New 10,499 $365K
Asset Advisory Group, Inc. 0.18% — 10,494 $364K
First Financial Corp. 0.14% No change 10,463 $363K
Integrated Investment Consultants, LLC 0.07% No change 10,447 $363K
Shayne & Jacobs, LLC 0.11% No change 10,446 $363K
Kanawha Capital Management LLC 0.03% Reduce -4.4% 10,431 $362K
Arbor Capital Management Inc. 0.30% Add +9.9% 10,681 $362K
Axxcess Wealth Management, LLC 0.01% New 10,392 $361K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.8% 10,362 $360K
Roberts Glore & Co. Inc. 0.10% No change 10,352 $360K
Rehmann Capital Advisory Group 0.02% Add +15.4% 10,432 $359K
Augustine Asset Management Inc. 0.07% Reduce -0.3% 10,297 $358K
SG Trading Solutions, LLC 0.08% — 10,250 $356K
Savvy Advisors, Inc. 0.01% Add +45.6% 10,240 $356K
Bison Wealth, LLC 0.04% Reduce -24.2% 7,918 $355K
Sage Rhino Capital LLC 0.07% Reduce -3.5% 10,202 $354K
BancFirst Trust & Investment Management 0.15% No change 10,132 $352K
BSW Wealth Partners 0.04% No change 10,113 $351K
Fidelis Capital Partners, LLC 0.03% Add +69.6% 10,107 $351K
Silverlake Wealth Management LLC 0.08% Reduce -0.1% 10,070 $350K
Hexagon Capital Partners LLC 0.06% Reduce -10.7% 10,035 $349K
CHICAGO TRUST Co NA 0.05% No change 9,882 $343K
Purkiss Capital Advisors LLC 0.16% Add +0.3% 9,856 $342K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.4% 9,846 $342K
J. Derek Lewis & Associates Inc. 0.08% — 9,821 $341K
Davidson Trust Co. 0.14% No change 9,820 $341K
Alteri Wealth LLC 0.11% Reduce -2.6% 9,744 $338K
Keb Asset Management, LLC 0.07% Reduce -5.7% 9,612 $334K
Sivia Capital Partners, LLC 0.07% New 9,598 $333K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 9,568 $332K
Winslow Asset Management Inc. 0.06% Reduce -2.0% 9,562 $332K
Qtron Investments LLC 0.04% Add +0.5% 9,543 $331K
Xcel Wealth Management, LLC 0.09% Reduce -0.6% 9,531 $331K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -3.4% 9,501 $330K
Game Creek Capital, LP 0.13% No change 9,500 $330K
Aprio Wealth Management, LLC 0.02% New 9,469 $329K
Horizon Kinetics Asset Management LLC 0.00% No change 9,466 $329K
Integrity Alliance, Llc. 0.01% Add +20.3% 9,452 $328K
Brookstone Capital Management 0.00% Add +9.7% 9,422 $327K
FRG Family Wealth Advisors LLC 0.05% No change 9,327 $324K
Fulton Bank, N.A. 0.01% Add +15.5% 9,315 $324K
Successful Portfolios LLC 0.16% Add +0.5% 9,425 $323K
Modera Wealth Management, LLC 0.00% Add +2.8% 9,270 $322K
Rosenberg Matthew Hamilton 0.07% Reduce -3.0% 9,266 $322K
NFSG Corp 0.05% Add +0.1% 9,255 $321K
Belpointe Asset Management LLC 0.01% Reduce -8.6% 9,245 $321K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 9,226 $320K
Perkins Capital Management Inc. 0.25% No change 9,200 $320K
WINTON GROUP Ltd 0.01% New 9,200 $320K
Empower Advisory Group, LLC 0.00% New 9,173 $319K
Calydon Capital 0.05% Add +11.3% 9,139 $317K
Ingalls & Snyder LLC 0.01% No change 9,124 $317K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.9% 9,123 $317K
Silvercrest Asset Management Group LLC 0.00% No change 9,104 $316K
Weinberger Asset Management, Inc 0.11% No change 9,102 $316K
Federation des caisses Desjardins du Quebec 0.00% Reduce -6.0% 9,097 $316K
Greenline Partners, LLC 0.04% No change 9,089 $316K
PDS Planning, Inc 0.02% Add +3.7% 9,017 $313K
Hollencrest Capital Management 0.01% No change 9,000 $313K
Perigon Wealth Management, LLC 0.01% Add +6.7% 8,961 $311K
Atlantic Union Bankshares Corp 0.01% Reduce -13.0% 8,886 $309K
Holderness Investments Co. 0.06% Reduce -27.6% 8,885 $309K
Donaldson Capital Management, LLC 0.01% No change 8,881 $308K
Goodman Financial Corp 0.06% No change 8,872 $308K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 8,850 $307K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -43.5% 8,834 $307K
AdvisorNet Financial, Inc 0.02% Reduce -1.4% 8,828 $307K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.2% 8,797 $306K
Soltis Investment Advisors LLC 0.02% Add +30.1% 8,763 $304K
Silver Oak Securities, Incorporated 0.02% Reduce -4.5% 8,744 $304K
Eagle Rock Investment Company, LLC 0.04% Reduce -7.8% 8,706 $302K
Berger Financial Group, Inc 0.02% Reduce -2.2% 8,674 $301K
OneDigital Investment Advisors LLC 0.00% Add +20.8% 8,656 $301K
Retirement Planning Co of New England, Inc. 0.12% Add +0.5% 8,609 $299K
Comprehensive Money Management Services LLC 0.20% Add +2.0% 8,560 $297K
Palogic Value Management, L.P. 0.13% No change 8,558 $297K
Advisors Management Group Inc. 0.05% Reduce -2.6% 8,545 $297K
Wedmont Private Capital 0.01% Add +9.9% 8,811 $297K
Focus Financial Network, Inc. 0.01% Add +0.1% 8,542 $297K
180 Wealth Advisors, LLC 0.03% Reduce -1.3% 8,538 $297K
Manchester Financial Inc. 0.06% New 8,511 $296K
Titleist Asset Management, LLC 0.02% Add +1.4% 8,500 $295K
Wealthspan Partners, LLC 0.11% Add +43.6% 8,496 $295K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.3% 8,491 $295K
Crewe Advisors LLC 0.03% Reduce -10.1% 8,489 $295K
Net Worth Advisory Group 0.06% Add +2.9% 8,470 $294K
Krilogy Financial LLC 0.01% Reduce -23.5% 7,982 $293K
Asset Allocation & Management Company, LLC 0.12% No change 8,400 $292K
Level Four Advisory Services, LLC 0.01% Add +21.1% 8,387 $291K
St Germain D J Co. Inc. 0.01% Reduce -12.8% 8,354 $290K
WP Advisors, LLC 0.07% Add +1.3% 8,350 $290K
Visionary Wealth Advisors 0.01% Reduce -23.1% 8,331 $289K
Jacobi Capital Management LLC 0.02% Reduce -1.6% 8,326 $289K
Howland Capital Management LLC 0.01% Add +0.6% 8,323 $289K
StoneX Group Inc. 0.01% Reduce -67.0% 8,275 $287K
Caldwell Trust Co 0.03% No change 8,251 $287K
Sigma Investment Counselors Inc. 0.01% No change 8,229 $286K
Oxford Financial Group, LTD. LLC 0.02% Reduce -1.1% 8,182 $284K
Clarius Group, LLC 0.02% No change 8,171 $284K
Accel Wealth Management 0.08% Reduce -15.3% 8,161 $283K
First National Bank of Omaha 0.01% New 8,139 $283K
Argent Trust Co 0.01% Reduce -10.3% 8,131 $282K
Integrity Wealth Advisors, Inc. 0.20% New 8,127 $282K
Patrick M Sweeney & Associates, Inc. 0.18% Add +3.9% 8,116 $282K
Koshinski Asset Management, Inc. 0.02% No change 8,098 $281K
Essex Bank 0.06% No change 8,092 $281K
Anchor Investment Management, LLC 0.02% Reduce -1.6% 8,074 $280K
Rathbones Group PLC 0.00% No change 8,037 $279K
GAMCO Investors 0.00% Reduce -0.4% 8,027 $279K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% Add +100.0% 8,000 $278K
King Luther Capital Management Corp. 0.00% Reduce -16.2% 7,942 $276K
Empire Financial Management Company, LLC 0.06% No change 7,937 $276K
Uptick Partners, LLC 0.06% Add +0.0% 7,892 $274K
LaSalle St. Investment Advisors, LLC 0.04% Add +27.1% 7,815 $271K
IKE Capital, LLC 0.24% — 7,800 $271K
CPA Asset Management Group, LLC 0.10% New 7,796 $271K
Powers Advisory Group, LLC 0.10% Add +0.9% 7,751 $269K
Wealth Dimensions Group, Ltd. 0.05% Reduce -1.7% 7,730 $268K
Peoples Bank 0.17% No change 7,717 $268K
Schnieders Capital Management, Llc. 0.04% No change 7,712 $268K
PCB Capital LLC 0.43% — 7,682 $267K
CRA Financial Services, LLC 0.03% Add +2.0% 7,634 $265K
Gladstone Institutional Advisory LLC 0.01% Reduce -1.8% 7,619 $265K
Cullinan Associates Inc. 0.02% Add +26.7% 7,600 $264K
Aspire Growth Partners LLC 0.18% Reduce -0.8% 7,582 $263K
May Hill Capital, LLC 0.07% Add +10.3% 7,528 $261K
Wealth Alliance, LLC 0.03% Reduce -0.3% 7,419 $258K
Diversified Enterprises, LLC 0.02% New 7,369 $256K
Fort Sheridan Advisors LLC 0.03% No change 7,266 $252K
Investment Research Partners LLC 0.11% Reduce -1.5% 7,261 $252K
Creative Financial Designs Inc. 0.02% No change 7,233 $251K
Plancorp, LLC 0.01% Reduce -33.0% 7,229 $251K
New Republic Capital, LLC 0.07% New 7,228 $251K
Versant Capital Management, Inc 0.03% Add +7.7% 7,202 $250K
Pettinga Financial Advisors LLC 0.05% Add +2.4% 7,201 $250K
Vista Investment Partners LLC 0.07% No change 7,200 $250K
Liberty Wealth Management LLC 0.03% Add +0.0% 7,187 $250K
Eclectic Associates Inc. 0.04% New 7,168 $249K
Birmingham Capital Management Co. Inc. 0.11% Reduce -2.7% 7,150 $248K
Sunbelt Securities, Inc. 0.02% Reduce -13.9% 7,133 $248K
ProVise Management Group, LLC 0.02% No change 7,130 $248K
Cadence Bank 0.01% New 7,100 $247K
Verdence Capital Advisors LLC 0.01% Reduce -2.0% 7,096 $246K
Lodestar Private Asset Management LLC 0.02% No change 7,090 $246K
Goelzer Investment Management, Inc. 0.01% Add +6.2% 7,074 $246K
United Asset Strategies, Inc. 0.02% No change 7,051 $245K
Nations Financial Group Inc, /Ia/ 0.01% Add +10.2% 7,045 $245K
Tradewinds, LLC. 0.06% No change 7,022 $244K
U S Global Investors Inc. 0.03% Reduce -41.7% 7,000 $243K
Rexford Capital Inc. 0.18% No change 6,999 $243K
Grey Ledge Advisors, LLC 0.06% No change 6,998 $243K
North Point Portfolio Managers Corp. 0.04% No change 6,957 $242K
Keystone Financial Group 0.02% Reduce -5.7% 6,943 $241K
Stratos Wealth Advisors, LLC 0.01% Reduce -30.8% 6,909 $240K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% — 6,900 $240K
Cutler Investment Counsel LLC 0.02% Add +2.2% 6,880 $239K
PCG Wealth Advisors, LLC 0.07% No change 6,878 $239K
Northland Securities, Inc. 0.23% — 6,858 $238K
Bulltick Wealth Management, LLC 0.05% New 6,851 $238K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 6,835 $237K
Calton & Associates, Inc. 0.03% Add +9.1% 6,777 $235K
National Philanthropic Trust 0.00% Add +0.7% 6,713 $233K
Cullen/Frost Bankers, Inc. 0.00% Add +199.2% 6,690 $232K
Basecamp Wealth Advisors LLC 0.05% — 6,686 $232K
Crescent Grove Advisors, LLC 0.02% Add +8.1% 6,644 $231K
Park National Corp. 0.01% New 6,629 $230K
Chapin Davis, Inc. 0.05% Reduce -1.7% 6,625 $230K
Confluence Wealth Services, Inc. 0.01% Reduce -18.4% 6,600 $229K
GAMMA Investing LLC 0.01% Add +5.2% 6,597 $229K
First Citizens Bank & Trust Co. 0.00% Add +6.4% 6,594 $229K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.0% 6,594 $229K
DF Dent & Co. Inc. 0.00% No change 6,555 $228K
Tradition Wealth Management, LLC 0.02% Add +0.1% 6,550 $227K
Brown Brothers Harriman & Co. 0.00% Add +14.1% 6,549 $227K
Mairs & Power Inc. 0.00% No change 6,500 $226K
Allegheny Financial Group 0.03% Add +0.1% 6,480 $225K
Duncker Streett & Co. Inc. 0.04% No change 6,480 $225K
SS&H Financial Advisors, Inc. 0.07% Reduce -7.2% 6,480 $225K
RFG Advisory, LLC 0.00% Reduce -2.9% 6,469 $225K
Private Advisory Group LLC 0.02% New 6,459 $224K
Pin Oak Investment Advisors Inc. 0.16% No change 5,736 $224K
Robertson Stephens Wealth Management, LLC 0.01% Add +8.4% 6,422 $223K
Avantax Planning Partners, Inc. 0.01% Add +4.2% 6,401 $222K
Syon Capital LLC 0.01% Add +2.1% 6,382 $222K
Nwam LLC 0.01% Reduce -7.9% 6,023 $221K
Yoffe Investment Management, LLC 0.28% No change 6,363 $221K
Berkshire Asset Management LLC 0.01% Reduce -3.0% 6,353 $221K
Leavell Investment Management, Inc. 0.01% Reduce -1.0% 6,350 $221K
Portside Wealth Group, LLC 0.03% New 6,341 $220K
HUB Investment Partners, LLC 0.01% New 6,325 $220K
Spire Wealth Management 0.01% Reduce -18.1% 6,314 $219K
Hurlow Wealth Management Group, Inc. 0.05% No change 6,264 $218K
Advance Capital Management, Inc. 0.01% No change 6,254 $217K
Insight 2811, Inc. 0.10% Add +1.7% 6,222 $216K
Arkfeld Wealth Strategies, L.L.C. 0.07% Add +1.5% 6,418 $216K
Traynor Capital Management, Inc. 0.01% New 6,181 $215K
Bridges Investment Management Inc. 0.00% Reduce -3.5% 6,167 $214K
Lane Brothers & Co. Inc. 0.15% — 6,148 $214K
Optivise Advisory Services LLC 0.12% Add +0.0% 6,120 $213K
Ignite Planners, LLC 0.03% New 5,562 $211K
Pines Wealth Management, LLC 0.07% No change 6,055 $210K
Thomasville National Bank 0.01% New 6,054 $210K
Emprise Bank 0.09% No change 6,052 $210K
Noesis Capital Mangement Corp. 0.03% No change 6,027 $209K
Excalibur Management Corp. 0.08% Add +0.5% 5,990 $208K
Valtinson Bruner Financial Planning LLC 0.06% No change 5,965 $207K
Corient IA LP 0.19% Reduce -40.4% 5,960 $207K
KCM Investment Advisors LLC 0.01% No change 5,957 $207K
Gratus Wealth Advisors, LLC 0.03% Add +0.0% 5,946 $207K
Affinity Wealth Management LLC 0.03% No change 5,943 $206K
Sterling Investment Advisors, Ltd. 0.04% No change 5,912 $205K
Nalls Sherbakoff Group, LLC 0.15% No change 5,910 $205K
Long Road Investment Counsel, LLC 0.08% No change 5,900 $205K
CWA Asset Management Group, LLC 0.01% Reduce -2.5% 5,881 $204K
Moss Adams Wealth Advisors LLC 0.01% No change 5,878 $204K
49 Wealth Management, LLC 0.02% Reduce -37.2% 5,868 $204K
Altfest L J & Co. Inc. 0.02% Add +0.3% 5,830 $202K
Mayflower Financial Advisors, LLC 0.02% New 5,792 $201K
CMG Global Holdings, LLC 0.09% New 5,120 $201K
WealthPlan Investment Management, LLC 0.01% New 5,769 $200K
Eads & Heald Wealth Management 0.10% New 5,760 $200K
Sound Income Strategies, LLC 0.01% Add +9.0% 5,566 $197K
Medallion Wealth Advisors, LLC 0.07% Reduce -13.9% 5,579 $194K
Wellington Shields Capital Management, LLC 0.03% Reduce -20.1% 5,551 $193K
Lanark Financial, Inc. 0.01% Reduce -19.1% 5,548 $193K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +9.0% 5,451 $189K
CoreCap Advisors, LLC 0.01% Add +0.1% 5,101 $177K
Peoples Financial Services Corp. 0.08% No change 5,069 $176K
Cape Investment Advisory, Inc. 0.05% Add +241.2% 5,016 $174K
Legacy Wealth Managment, LLC 0.08% Add +0.7% 5,006 $174K
Pavaki Capital Management LLC 0.12% — 5,000 $174K
Estabrook Capital Management 0.03% Reduce -5.7% 5,000 $174K
Hills Bank & Trust Co 0.01% No change 4,988 $173K
Financial Gravity Asset Management, Inc. 0.03% No change 4,937 $171K
Cromwell Holdings LLC 0.09% No change 4,853 $169K
NBT Bank, N.A. 0.01% Reduce -29.3% 4,818 $167K
Kingdom Financial Group LLC. 0.05% New 4,797 $167K
Virtus Investment Advisers, LLC 0.04% New 4,763 $165K
N.E.W. Advisory Services LLC 0.01% Add +10.5% 4,739 $165K
TCTC Holdings, LLC 0.00% No change 4,700 $163K
Oakworth Capital, Inc. 0.01% Reduce -7.8% 4,393 $153K
Tsfg, LLC 0.02% Add +3.9% 4,347 $151K
Optima Capital LLC 0.07% New 4,327 $150K
City Holding Co. 0.02% Reduce -0.9% 4,283 $149K
Private Trust Co. NA 0.01% Reduce -17.9% 4,273 $148K
Lummis Asset Management, LP 0.09% Add +323.9% 4,239 $147K
Ancora Advisors LLC 0.00% Add +5.8% 4,102 $142K
Atlas Capital Advisors Inc. 0.02% — 4,068 $141K
Dakota Community Bank & Trust NA 0.48% No change 4,000 $139K
DV Equities, LLC 0.03% — 3,990 $139K
First Horizon Corp. 0.01% Add +8.1% 3,933 $137K
Nvest Wealth Strategies, Inc. 0.10% — 3,916 $136K
Asset Dedication, LLC 0.01% No change 3,888 $135K
Ransom Advisory, Ltd 0.05% No change 3,872 $134K
Cary Street Partners Investment Advisory LLC 0.04% Add +113.7% 3,733 $130K
First PREMIER Bank 0.03% No change 3,566 $124K
Nemes Rush Group LLC 0.01% Add +2.7% 3,506 $122K
City State Bank 0.03% Reduce -2.8% 3,443 $120K
Armstrong Advisory Group, Inc. 0.01% Add +19.8% 3,421 $119K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -23.0% 3,342 $116K
Toth Financial Advisory Corp. 0.01% Reduce -12.5% 3,309 $115K
Sittner & Nelson, LLC 0.04% Reduce -0.0% 2,880 $112K
CrossGen Wealth, LLC 0.10% — 3,216 $112K
Salomon & Ludwin, LLC 0.01% Reduce -1.6% 3,090 $112K
Motco 0.01% No change 3,211 $112K
Bruce G. Allen Investments, LLC 0.07% Reduce -0.3% 3,190 $111K
Laurel Wealth Advisors LLC 0.01% New 3,119 $108K
Resources Management Corp. /CT/ 0.01% No change 3,100 $108K
KERR FINANCIAL PLANNING Corp 0.15% Reduce -25.3% 2,826 $108K
Key Financial Inc 0.02% Add +1.6% 3,079 $107K
Pinney & Scofield, Inc. 0.06% No change 3,010 $105K
Union Bancaire Privee, UBP SA 0.00% No change 3,000 $103K
Colonial Trust Co / SC 0.01% Add +52.3% 2,914 $101K
Nvwm, LLC 0.02% No change 2,898 $101K
MCF Advisors LLC 0.01% Add +59.1% 2,898 $101K
Brown, Lisle/Cummings, Inc. 0.02% Add +0.9% 2,858 $99K
Steph & Co. 0.03% No change 2,792 $97K
Millstone Evans Group, LLC 0.06% Add +1.8% 2,786 $97K
Delta Asset Management LLC 0.01% Reduce -4.8% 2,771 $96K
Avion Wealth 0.02% Add +0.3% 2,787 $96K
Trust Co. of Toledo NA 0.01% Add +25.4% 2,760 $96K
BOK Financial Private Wealth, Inc. 0.01% No change 2,738 $95K
CNB Bank 0.04% No change 2,725 $95K
Hilton Head Capital Partners, LLC 0.06% — 2,714 $94K
CX Institutional 0.00% Reduce -29.2% 2,652 $92K
Bank & Trust Co 0.07% No change 2,648 $92K
SJS Investment Consulting Inc. 0.01% Add +22.7% 2,646 $92K
McIlrath & Eck, LLC 0.01% Add +1.1% 2,640 $92K
Paradigm Asset Management Co. LLC 0.02% No change 2,600 $90K
Heritage Wealth Advisors 0.00% No change 2,548 $88K
Root Financial Partners, LLC 0.00% Add +66.8% 2,544 $88K
Addison Advisors LLC 0.02% Add +0.1% 2,476 $86K
Tompkins Financial Corp. 0.01% No change 2,456 $85K
Bank Pictet & Cie (Europe) AG 0.00% No change 2,450 $85K
Bravera Wealth 0.04% — 2,397 $83K
Evelyn Partners Investment Management LLP 0.00% No change 2,382 $83K
Garner Asset Management Corp 0.03% Reduce -82.4% 2,375 $82K
Group One Trading LLC 0.00% Reduce -82.5% 2,370 $82K
Parkside Financial Bank & Trust 0.01% Add +190.6% 2,287 $79K
Truvestments Capital LLC 0.01% No change 2,169 $75K
Vestor Capital, LLC 0.01% Add +3119.8% 66,553 $72K
Trust Co. of Vermont 0.00% Reduce -5.8% 2,039 $71K
ORG Partners LLC 0.01% Add +16.2% 2,038 $71K
Indiana Trust & Investment Management Co 0.02% No change 2,034 $71K
Tradewinds Capital Management, LLC 0.01% Reduce -12.6% 2,020 $70K
New England Capital Financial Advisors LLC 0.03% No change 2,002 $70K
Strategic Investment Solutions, Inc. 0.02% Add +1.1% 1,899 $66K
Valley National Advisers Inc. 0.01% No change 1,873 $65K
Tripletail Wealth Management, LLC 0.08% No change 1,842 $64K
Smithfield Trust Co 0.00% Add +8.2% 1,835 $63K
Ameriflex Group, Inc. 0.03% Add +39.1% 1,808 $63K
Grove Bank & Trust 0.01% Reduce -12.9% 1,798 $62K
SageView Advisory Group, LLC 0.00% New 1,774 $62K
Carolina Wealth Advisors, LLC 0.03% Add +1.7% 1,728 $60K
Fairscale Capital, LLC 0.04% No change 1,719 $60K
JCIC Asset Management Inc. 0.02% Add +13.6% 1,715 $60K
Private Wealth Asset Management, LLC 0.01% No change 1,709 $59K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,704 $59K
Strategic Wealth Partners, Ltd. 0.00% Add +765.8% 1,671 $58K
Westside Investment Management, Inc. 0.01% No change 1,580 $57K
Barrett & Company, Inc. 0.02% Add +0.2% 1,613 $56K
West Branch Capital LLC 0.01% Reduce -12.3% 1,601 $56K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,600 $56K
Golden State Wealth Management, LLC 0.01% Reduce -1.2% 1,594 $55K
TD Waterhouse Canada Inc. 0.00% Add +155.9% 1,584 $55K
Coastline Trust Co 0.01% No change 1,530 $53K
Cornerstone National Bank & Trust Co 0.02% No change 1,526 $53K
Basso Capital Management, L.P. 0.03% No change 1,500 $52K
Triumph Capital Management 0.01% New 1,470 $51K
Country Trust Bank 0.00% Reduce -6.4% 1,457 $51K
Strengthening Families & Communities, LLC 0.02% Reduce -21.8% 1,453 $50K
Cornerstone Planning Group LLC 0.01% Add +6.0% 1,303 $49K
SHP Wealth Management 0.00% — 1,406 $49K
WFA of San Diego, LLC 0.04% Reduce -10.2% 1,388 $48K
Quent Capital, LLC 0.00% Reduce -0.7% 1,367 $47K
JFS Wealth Advisors, LLC 0.00% No change 1,367 $47K
Signature Resources Capital Management, LLC 0.02% No change 1,355 $47K
Aventura Private Wealth, LLC 0.02% Reduce -12.2% 1,352 $47K
Westfuller Advisors, LLC 0.02% Reduce -1.4% 1,342 $47K
Gen-Wealth Partners Inc 0.01% No change 1,340 $47K
Vision Financial Markets LLC 0.05% No change 1,286 $45K
LRI Investments, LLC 0.00% Add +76.2% 1,276 $44K
Natixis 0.00% No change 1,225 $43K
Center for Financial Planning, Inc. 0.00% Reduce -4.0% 1,210 $42K
Financial Management Professionals, Inc. 0.00% Add +9.0% 1,210 $42K
Physician Wealth Advisors, Inc. 0.01% Add +7.8% 1,209 $42K
Whipplewood Advisors, LLC 0.03% Add +1.1% 1,163 $40K
Montag A & Associates Inc. 0.00% Reduce -37.0% 1,156 $40K
Colonial Trust Advisors 0.00% Reduce -33.7% 1,143 $40K
Twin Lakes Capital Management, LLC 0.02% Add +1.4% 1,117 $39K
Bogart Wealth, LLC 0.00% Reduce -15.6% 1,115 $39K
Sawyer & Company, Inc 0.01% No change 1,104 $38K
South Plains Financial, Inc. 0.02% No change 1,100 $38K
Towne Trust Company, N.A 0.01% No change 1,084 $38K
Acima Private Wealth, LLC 0.01% No change 1,058 $37K
Flagship Wealth Advisors, LLC 0.01% Reduce -8.3% 1,052 $37K
Rossby Financial, LCC 0.01% Reduce -39.5% 1,050 $36K
Chilton Capital Management LLC 0.00% No change 1,025 $36K
TD Capital Management LLC 0.00% No change 1,021 $35K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -2.0% 1,000 $35K
Daytona Street Capital LLC 0.03% — 1,000 $35K
Chelsea Counsel Co. 0.01% No change 1,000 $35K
Missouri Trust & Investment Co 0.01% No change 1,000 $35K
Monetary Management Group Inc. 0.01% No change 1,000 $35K
TFC Financial Management, Inc. 0.00% No change 1,000 $35K
Nisa Investment Advisors, LLC 0.00% No change 1,000 $35K
YANKCOM Partnership 0.01% Add +1068.3% 958 $33K
Toronto Dominion Bank 0.00% Reduce -9.9% 863 $30K
Adirondack Trust Co. 0.01% Reduce -19.4% 842 $29K
Bank of New Hampshire 0.01% No change 785 $27K
Ankerstar Wealth, LLC 0.03% — 748 $26K
Ulland Investment Advisors, LLC 0.02% No change 739 $26K
New Millennium Group LLC 0.01% Reduce -69.7% 738 $26K
Richardson Financial Services Inc. 0.01% No change 100 $25K
CoreFirst Bank & Trust 0.01% Reduce -36.1% 721 $25K
Capital Advisors, Ltd. LLC 0.00% No change 718 $25K
Manchester Capital Management LLC 0.00% Add +33.8% 704 $24K
Measured Wealth Private Client Group, LLC 0.01% No change 700 $24K
Concord Wealth Partners 0.00% Add +1.5% 697 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 688 $24K
Financial Perspectives, Inc 0.01% No change 680 $24K
Miller Wealth Advisors, LLC 0.01% Add +1.5% 668 $23K
SOA Wealth Advisors, LLC. 0.00% Reduce -13.1% 665 $23K
Farmers & Merchants Investments Inc. 0.00% No change 664 $23K
Essex Investment Management Co. LLC 0.00% No change 662 $23K
WPG Advisers, LLC 0.02% Reduce -2.9% 640 $22K
Flagship Harbor Advisors, LLC 0.00% New 640 $22K
Glen Eagle Advisors, LLC 0.00% Add +31.5% 639 $22K
Silicon Valley Capital Partners 0.00% Add +1.4% 637 $22K
Compass Financial Services Inc 0.01% Add +1.5% 625 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -7.7% 608 $21K
Bayban 0.02% — 600 $21K
First United Bank & Trust 0.01% No change 600 $21K
Harbor Investment Advisory, LLC 0.00% Add +0.5% 591 $21K
First Command Advisory Services, Inc. 0.00% No change 587 $20K
Transamerica Financial Advisors, LLC 0.00% Add +1350.0% 580 $20K
Ares Financial Consulting, LLC 0.02% — 573 $20K
GHP Investment Advisors, Inc. 0.00% Add +0.3% 569 $20K
Halbert Hargrove Global Advisors, LLC 0.00% No change 568 $20K
Leonteq Securities AG 0.00% Reduce -42.4% 557 $19K
Vision Retirement, LLC 0.01% — 556 $19K
2UniFi Bank 0.01% New 550 $19K
Kozak & Associates, Inc. 0.00% Add +0.9% 557 $19K
Tucker Asset Management LLC 0.01% New 519 $18K
Hara Capital LLC 0.01% No change 510 $18K
WealthCollab, LLC 0.01% No change 507 $18K
DT Investment Partners, LLC 0.00% No change 506 $18K
Essential Partners LLC 0.01% Add +3266.7% 505 $18K
Kohmann Bosshard Financial Services, LLC 0.00% New 503 $17K
Pandora Wealth, Inc. 0.01% No change 500 $17K
PFS Partners, LLC 0.01% No change 500 $17K
Godsey & Gibb, Inc. 0.00% No change 500 $17K
Community Bank, N.A. 0.00% No change 500 $17K
Anfield Capital Management, LLC 0.00% Add +6142.9% 437 $15K
Coston, McIsaac & Partners 0.00% No change 435 $15K
Fourth Dimension Wealth, LLC 0.01% No change 430 $15K
Birchbrook, Inc. 0.01% No change 428 $15K
Park Place Capital Corp 0.00% Add +65.1% 426 $15K
DecisionPoint Financial, LLC 0.00% Add +2025.0% 425 $15K
William B. Walkup & Associates, Inc. 0.01% No change 407 $14K
Covestor Ltd 0.01% Reduce -3.4% 404 $14K
GW&K Investment Management, LLC 0.00% No change 390 $14K
Crews Bank & Trust 0.00% Reduce -29.2% 400 $14K
CKW Financial Group 0.00% No change 370 $13K
Tidemark, LLC 0.00% Add +1.4% 363 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 355 $12K
Lloyd Advisory Services, LLC. 0.00% New 347 $12K
Reyes Financial Architecture, Inc. 0.01% New 344 $12K
Navalign, LLC 0.00% New 341 $12K
LOM Asset Management Ltd 0.00% Reduce -58.0% 340 $12K
Kentucky Trust Co 0.01% No change 332 $12K
Financially Speaking Inc 0.01% No change 330 $11K
Plante Moran Financial Advisors, LLC 0.00% No change 328 $11K
True Wealth Design, LLC 0.00% Add +1.0% 311 $11K
HHM Wealth Advisors, LLC 0.00% No change 306 $11K
Accordant Advisory Group Inc 0.01% New 300 $10K
Financial Network Wealth Advisors LLC 0.01% Add +81.2% 299 $10K
Proathlete Wealth Management LLC 0.00% New 299 $10K
CGC Financial Services, LLC 0.00% No change 296 $10K
Citizens National Bank Trust Department 0.00% No change 295 $10K
Motiv8 Investments LLC 0.01% New 278 $10K
American National Bank & Trust 0.00% Add +230.6% 281 $10K
MidAtlantic Capital Management, Inc. 0.01% New 272 $9K
High Note Wealth, LLC 0.00% No change 268 $9K
Hurley Capital, LLC 0.01% New 266 $9K
Provenance Wealth Advisors, LLC 0.00% No change 260 $9K
Financial Consulate, Inc. 0.00% Reduce -56.8% 259 $9K
Valued Wealth Advisors LLC 0.00% No change 257 $9K
Evelyn Partners Asset Management Ltd 0.00% No change 257 $9K
Morse Asset Management, Inc 0.00% No change 253 $9K
Clean Yield Group 0.00% No change 250 $9K
Beaird Harris Wealth Management, LLC 0.00% No change 248 $9K
Redmont Wealth Advisors LLC 0.01% No change 245 $9K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -0.8% 245 $9K
Garton & Associates Financial Advisors LLC 0.00% — 245 $8K
Strategic Advocates LLC 0.00% Reduce -67.1% 242 $8K
Gold Investment Management Ltd. 0.00% Add +0.8% 242 $8K
Stephens Consulting, LLC 0.00% New 226 $8K
Prestige Wealth Management Group LLC 0.00% No change 226 $8K
Quaker Wealth Management, LLC 0.00% New 224 $8K
Bell Investment Advisors, Inc 0.00% Add +757.7% 223 $8K
Elyxium Wealth, LLC 0.00% New 222 $8K
Turim 21 Investimentos Ltda. 0.00% No change 1,029 $8K
Abound Wealth Management 0.00% Add +808.3% 218 $8K
IMG Wealth Management, Inc. 0.00% No change 212 $7K
Robinswood Financial LLC 0.00% Add +1.0% 207 $7K
Clayton Financial Group LLC 0.00% No change 206 $7K
Benson Wealth Management INC 0.01% — 206 $7K
Bayforest Capital Ltd 0.01% New 202 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 213 $7K
Wealth Preservation Advisors, LLC 0.00% No change 201 $7K
Asset Planning,Inc 0.00% No change 200 $7K
MTM Investment Management, LLC 0.00% No change 200 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -33.3% 200 $7K
ESL Trust Services, LLC 0.00% No change 200 $7K
Lavaca Capital LLC 0.00% No change 200 $7K
Security National Bank 0.00% No change 200 $7K
Lodestone Wealth Management LLC 0.00% New 196 $7K
Federated Hermes, Inc. 0.00% No change 196 $7K
Joseph Group Capital Management 0.00% New 195 $7K
Bangor Savings Bank 0.00% No change 184 $6K
Webster Bank, N. A. 0.00% No change 180 $6K
Ameritas Investment Partners, Inc. 0.00% Add +1.7% 180 $6K
TOWER TRUST & INVESTMENT Co 0.00% New 178 $6K
MV Capital Management, Inc. 0.00% Add +20.6% 176 $6K
McMillan Office, Inc. 0.00% — 176 $6K
Comprehensive Financial Planning, Inc. 0.00% New 172 $6K
Manning & Napier Advisors LLC 0.00% New 170 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 161 $6K
Sachetta, LLC 0.00% Add +59.0% 159 $6K
Bare Financial Services, Inc 0.00% Reduce -6.5% 158 $5K
Frazier Financial Advisors, LLC 0.00% No change 153 $5K
Vermillion Wealth Management, Inc. 0.00% No change 150 $5K
Wilkerson Advisory Group LLC 0.00% — 149 $5K
Wellington-Altus USA Inc. 0.00% — 146 $5K
Alerus Financial NA 0.00% Reduce -62.4% 144 $5K
JTC Employer Solutions Trustee Ltd 0.00% No change 146 $5K
Principia Wealth Advisory, LLC 0.00% No change 138 $5K
Consultiva Wealth Management, Corp. 0.01% No change 123 $4K
Cornerstone Financial Management LLC 0.00% — 121 $4K
Networth Advisors, LLC 0.00% — 121 $4K
Highline Wealth Partners LLC 0.00% Add +31.5% 121 $4K
Roble, Belko & Company, Inc 0.00% Add +10000.0% 101 $4K
Signature Equity Partners, LLC 0.00% — 115 $4K
Catherine Avery Investment Management LLC 0.00% Add +0.9% 113 $4K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 113 $4K
Sunrise Financial Services, LLC 0.00% — 107 $4K
Meramec Financial Planners, LLC 0.00% — 95 $4K
Graney & King, LLC 0.00% No change 106 $4K
SWAN Capital LLC 0.00% No change 106 $4K
Boreal Capital Management LLC 0.00% No change 100 $3K
Hoertkorn Richard Charles 0.00% No change 100 $3K
Tanglewood Legacy Advisors, LLC 0.00% No change 100 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $3K
Raffa Wealth Management, LLC 0.00% Add +55.9% 92 $3K
Elevated Capital Advisors, LLC 0.00% New 91 $3K
IMA Advisory Services, Inc. 0.00% New 91 $3K
Kilter Group LLC 0.00% Add +74.5% 89 $3K
Basepoint Wealth LLC 0.00% New 89 $3K
JNBA Financial Advisors 0.00% New 84 $3K
Hoey Investments, Inc. 0.00% No change 83 $3K
Cranbrook Wealth Management, LLC 0.00% No change 82 $3K
Nova Wealth Management, Inc. 0.00% No change 80 $3K
Retirement Wealth Solutions LLC 0.00% Add +1166.7% 76 $3K
Roxbury Financial LLC 0.00% Reduce -87.6% 76 $3K
Osbon Capital Management LLC 0.00% — 75 $3K
Strive Financial Group ,LLC 0.00% — 75 $3K
Merited Wealth, LLC 0.00% — 66 $2K
Bullock Wealth Management Group 0.00% — 57 $2K
Western Pacific Wealth Management, LP 0.00% Add +1.8% 56 $2K
Financial Freedom, LLC 0.00% Add +1.9% 55 $2K
CVA Family Office, LLC 0.00% No change 54 $2K
1620 Investment Advisors, Inc. 0.00% No change 50 $2K
Pacific Center for Financial Services 0.00% No change 50 $2K
McGuire Capital Advisors Inc. 0.00% — 46 $2K
IAG Wealth Partners, LLC 0.00% No change 40 $1K
Exchange Traded Concepts, LLC 0.00% Reduce -17.8% 37 $1K
Smallwood Wealth Investment Management, LLC 0.00% Add +3.3% 31 $1K
American Capital Advisory, LLC 0.00% Reduce -12.1% 29 $1K
Your Advocates Ltd., LLP 0.00% No change 21 $729
Godfrey Financial Associates, Inc. 0.00% — 13 $451
Clark Wealth Partners 0.00% No change 12 $416
Rakuten Securities, Inc. 0.00% Reduce -92.7% 11 $382
Team Financial Group, LLC 0.00% No change 11 $374
Harbor Asset Planning, Inc. 0.00% No change 9 $318
Caitong International Asset Management Co., Ltd 0.00% Add +200.0% 9 $313
Vermillion & White Wealth Management Group, LLC 0.00% No change 5 $174
Investment Research & Advisory Group, Inc. 0.00% No change 4 $139
Trust Co 0.00% New 2 $69
Mountain Hill Investment Partners Corp. 0.00% No change 1 $36

"% of holder's portfolio" is BP's weight in each manager's 13F, not the share of BP PLC-Spons ADR the manager owns.