Broadridge Financial SolutioBR

13F holders, Q1 2025 (March 31)
1,109holders +56
111new positions
54sold out
7famous investors
$241.89avg. 13F price*

At the end of Q1 2025, 1,109 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 56 from Q4 2024. 111 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.4B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Broadridge Financial Solutio
Sector
Consumer Discretionary
CUSIP
11133T103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions111$68.8M
Exits54$63.1M

All 13F filers, Q4 2024 → Q1 2025: 5,542,669 shares bought and 4,390,554 shares sold, net +1,152,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,109 holders

Vanguard Group Inc. 0.06% Add +3.1% 14,733,147 $3.6B
BlackRock, Inc. 0.05% Add +0.2% 10,554,399 $2.6B
State Street Corp. 0.06% Add +1.3% 5,607,093 $1.4B
Morgan Stanley 0.09% Reduce -1.3% 5,088,843 $1.2B
T. Rowe Price Associates Inc. 0.11% Add +0.0% 3,560,499 $863.3M
Geode Capital Management, LLC 0.06% Add +3.9% 3,155,855 $762.9M
Janus Henderson Group PLC 0.40% Reduce -3.0% 3,085,177 $732.8M
T. Rowe Price Investment Management, Inc. 0.36% Reduce -10.2% 2,241,986 $543.6M
Barclays PLC 0.21% Add +17.1% 1,930,954 $468.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.38% Add +2.4% 1,689,607 $409.7M
Stifel Financial Corp. 0.41% Reduce -2.5% 1,575,038 $381.9M
Northern Trust Corp. 0.06% Reduce -2.0% 1,573,327 $381.5M
Capital International Investors 0.07% Reduce -20.7% 1,529,961 $370.9M
APG Asset Management N.V. 1.13% Reduce -2.7% 1,626,390 $365.1M
Invesco Ltd. 0.07% Reduce -2.1% 1,430,419 $346.8M
Jensen Investment Management Inc. 3.72% Reduce -14.5% 1,386,609 $336.2M
Wells Fargo & Company 0.07% Reduce -0.5% 1,191,627 $288.9M
Bahl & Gaynor LLC 1.44% Add +3.4% 1,168,351 $283.3M
Navera Investment Management Ltd. 4.98% Add +5.1% 1,123,865 $272.4M
Legal & General Group Plc 0.07% Add +14.8% 1,089,307 $264.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +3.2% 1,076,761 $261.1M
Ameriprise Financial Inc. 0.07% Add +577.9% 1,035,938 $251.5M
Dimensional Fund Advisors LP 0.06% Add +1.9% 990,168 $240.0M
Fayez Sarofim & Co 0.54% Reduce -0.4% 891,590 $216.2M
Bank of New York Mellon Corp 0.04% Reduce -3.0% 870,051 $211.0M
Kayne Anderson Rudnick Investment Management LLC 0.51% Reduce -1.5% 857,126 $207.8M
Franklin Resources Inc. 0.05% Reduce -16.2% 744,640 $180.5M
Macquarie Group Ltd. 0.22% Reduce -22.4% 743,884 $180.4M
Goldman Sachs Group Inc. 0.03% Reduce -13.4% 726,591 $176.2M
Charles Schwab Investment Management Inc. 0.03% Add +1.4% 694,631 $168.4M
Bank of America Corp. 0.01% Add +14.8% 684,939 $166.1M
Amundi 0.06% Reduce -8.9% 663,261 $159.1M
Envestnet Asset Management Inc. 0.05% Reduce -9.3% 648,036 $157.1M
JPMorgan Chase & Co. 0.01% Add +24.1% 617,715 $149.8M
Confluence Investment Management LLC 2.13% Reduce -3.6% 609,740 $147.8M
UBS Group AG 0.03% Add +38.9% 577,815 $140.1M
California Public Employees Retirement System 0.09% Reduce -3.3% 514,381 $124.7M
Alliancebernstein L.P. 0.04% Add +5.9% 504,372 $122.3M
Deutsche Bank AG 0.05% Add +4.1% 485,510 $117.7M
Baird Financial Group, Inc. 0.22% Reduce -9.5% 474,743 $115.1M
Norges Bank 0.02% Reduce -2.9% 459,353 $111.4M
Parnassus Investments, LLC 0.26% Reduce -4.6% 438,481 $106.3M
Rathbones Group PLC 0.51% Reduce -0.5% 437,438 $106.1M
Corient Private Wealth LP 0.16% Reduce -6.5% 408,695 $99.4M
Captrust Financial Advisors 0.25% Add +1604.3% 407,913 $98.9M
Principal Financial Group Inc. 0.06% Add +156.8% 404,830 $98.2M
CIBC Private Wealth Group LLC 0.20% Add +1.9% 444,433 $96.5M
Balyasny Asset Management L.P. 0.24% Add +67.8% 392,207 $95.1M
Raymond James Financial Inc. 0.04% Reduce -15.3% 391,483 $94.9M
Nuveen, LLC 0.03% — 377,156 $91.4M
Earnest Partners LLC 0.42% Reduce -2.6% 363,914 $88.2M
HSBC Holdings PLC 0.05% Add +1.6% 339,319 $82.1M
Swiss National Bank 0.06% Reduce -0.1% 329,700 $79.9M
Citadel Advisors 0.08% Add +107.5% 324,056 $78.6M
Royal Bank of Canada 0.02% Reduce -3.9% 320,545 $77.7M
Fenimore Asset Management Inc 1.61% Add +0.5% 314,466 $76.2M
LPL Financial LLC 0.03% Add +8.5% 303,204 $73.5M
Qube Research & Technologies Ltd 0.11% Add +11.2% 296,895 $72.0M
Ninety One UK Ltd 0.18% Reduce -5.0% 272,937 $66.2M
King Luther Capital Management Corp. 0.30% Add +3.7% 265,380 $64.3M
Junto Capital Management LP 1.47% Add +60.9% 264,411 $64.1M
Rhumbline Advisers 0.06% Add +7.0% 261,855 $63.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.5% 260,849 $63.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.60% Reduce -2.1% 261,566 $61.8M
American Century Companies Inc. 0.04% Reduce -0.3% 252,207 $61.2M
Schwartz Investment Counsel Inc. 2.06% No change 247,350 $60.0M
First Trust Advisors LP 0.05% Add +2.7% 247,161 $59.9M
Assenagon Asset Management S.A. 0.11% Add +506.6% 244,720 $59.3M
TD Asset Management Inc 0.05% Reduce -5.8% 231,043 $56.0M
GW&K Investment Management, LLC 0.50% Add +0.2% 222,862 $54.0M
AQR Capital Management 0.05% Reduce -28.1% 211,104 $50.5M
B. Metzler seel. Sohn & Co. AG 0.52% Add +3.5% 207,437 $50.3M
London Co. of Virginia 0.26% Reduce -23.2% 191,629 $46.5M
Anchor Capital Advisors LLC 1.30% Reduce -4.1% 180,228 $43.7M
Canada Pension Plan Investment Board 0.04% Add +45.9% 179,468 $43.5M
California State Teachers Retirement System 0.05% Reduce -1.0% 179,051 $43.4M
Mackenzie Financial Corp. 0.06% Reduce -22.0% 176,321 $42.8M
Benjamin Edwards Inc. 0.59% Add +16.5% 174,198 $42.2M
National Pension Service 0.04% Add +8.4% 170,469 $41.3M
BNP Paribas Financial Markets 0.03% Reduce -32.6% 165,810 $40.2M
Nordea Investment Management AB 0.04% Add +113.2% 156,516 $37.5M
Focus Partners Wealth 0.09% Reduce -2.4% 153,027 $37.2M
CANADA LIFE ASSURANCE Co 0.07% Reduce -1.6% 151,873 $36.9M
Gillson Capital LP 3.03% Add +99.5% 146,381 $35.5M
Zacks Investment Management 0.31% Add +3.4% 138,394 $33.6M
Citigroup Inc. 0.03% Add +66.5% 138,174 $33.5M
Aviva PLC 0.08% Add +16.8% 133,263 $32.3M
Public Employees Retirement Association of Colorado 0.14% No change 132,140 $32.0M
Teacher Retirement System of Texas 0.13% Reduce -36.7% 131,005 $31.8M
ASR Vermogensbeheer N.V. 0.47% — 130,435 $31.6M
Millennium Management 0.03% Reduce -66.3% 129,466 $31.4M
Worldquant Millennium Advisors LLC 0.20% Reduce -9.1% 128,987 $31.3M
Russell Investments Group, Ltd. 0.04% Add +65.3% 125,879 $30.5M
Aberdeen Group plc 0.06% Reduce -75.4% 123,654 $29.6M
Adage Capital Partners Gp, L.L.C. 0.05% Add +39.0% 121,900 $29.6M
Bank of Montreal 0.02% Reduce -20.6% 120,060 $29.1M
HighTower Advisors, LLC 0.04% Reduce -1.8% 119,584 $29.0M
Natixis Advisors, LLC 0.05% Add +4.1% 117,682 $28.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Add +1.3% 113,026 $27.4M
Bath Savings Trust Co 2.83% Reduce -1.0% 112,893 $27.4M
State Board of Administration of Florida Retirement System 0.05% No change 112,510 $27.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +17.1% 111,877 $27.1M
Royal London Asset Management Ltd. 0.06% Add +5.5% 107,969 $26.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +4.1% 103,330 $25.1M
Aptus Capital Advisors, LLC 0.28% Add +7.1% 102,919 $25.0M
Dearborn Partners LLC 1.20% Reduce -20.6% 102,720 $24.9M
Wendell David Associates Inc. 2.48% Reduce -2.5% 102,414 $24.8M
National Bank of Canada 0.03% Add +49.0% 100,290 $24.3M
Motley Fool Wealth Management, LLC 1.41% Reduce -10.4% 98,286 $23.8M
Voloridge Investment Management, LLC 0.09% Add +285.2% 97,113 $23.5M
Copeland Capital Management, LLC 0.46% Reduce -41.0% 94,725 $23.0M
Geneva Capital Management LLC 0.43% Reduce -2.4% 94,275 $22.9M
Man Group plc 0.07% Reduce -6.6% 93,626 $22.7M
FMR LLC 0.00% Add +9.1% 93,079 $22.6M
Truist Financial Corp. 0.04% Add +27.5% 92,078 $22.3M
AXA S.A. 0.07% Add +29.7% 90,227 $21.9M
Susquehanna Fundamental Investments, LLC 0.36% Add +90.2% 88,699 $21.5M
New York State Teachers Retirement System 0.05% Reduce -1.9% 87,710 $21.3M
Walter Public Investments Inc. 3.94% Add +16.9% 87,033 $21.1M
Storebrand Asset Management As 0.07% Add +2.0% 86,125 $20.9M
Congress Asset Management Co. 0.15% Reduce -1.0% 82,968 $20.1M
CW Advisors, LLC 0.24% Add +6.8% 82,470 $20.0M
Nicholas Company, Inc. 0.34% Reduce -10.2% 81,554 $19.8M
New York State Common Retirement Fund 0.03% Add +5.5% 81,186 $19.7M
Korea Investment CORP 0.05% Reduce -9.6% 79,933 $19.4M
Credit Agricole S A 0.07% Reduce -19.6% 79,207 $19.2M
Victory Capital Management Inc. 0.02% Add +55.1% 75,544 $18.3M
Andra AP-fonden 0.29% Add +6.5% 74,000 $17.9M
Kelly Lawrence W & Associates Inc. 4.43% Reduce -0.9% 73,997 $17.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +3.1% 72,625 $17.6M
Pictet Asset Management Holding SA 0.02% Reduce -12.8% 69,445 $16.8M
Pinebridge Investments, L.P. 0.13% Reduce -44.3% 68,526 $16.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -2.5% 68,246 $16.5M
Running Oak Capital LLC 1.99% Add +5.5% 67,855 $16.5M
Public Employees Retirement System of Ohio 0.06% Add +17.7% 67,022 $16.3M
State of Wisconsin Investment Board 0.04% Reduce -6.9% 66,306 $16.1M
Voya Investment Management LLC 0.02% Reduce -38.2% 66,026 $16.0M
First National Bank of Omaha 1.04% Reduce -2.6% 62,885 $15.2M
Douglas Lane & Associates, LLC 0.22% Reduce -5.1% 62,475 $15.1M
Chevy Chase Trust Holdings, LLC 0.05% Add +0.1% 61,371 $14.9M
Prudential Financial Inc. 0.02% Add +1.3% 60,738 $14.7M
Advisors Asset Management, Inc. 0.28% Reduce -3.1% 60,550 $14.7M
McRae Capital Management Inc. 3.06% Reduce -2.7% 59,929 $14.5M
Robeco Institutional Asset Management B.V. 0.03% Add +2.4% 59,771 $14.5M
Crossmark Global Holdings, Inc. 0.25% Add +1.6% 59,412 $14.4M
WASHINGTON TRUST Co 0.54% Reduce -2.5% 58,376 $14.2M
FineMark National Bank & Trust 0.51% Add +2.7% 57,526 $13.9M
Danske Bank A/S 0.04% Reduce -19.7% 57,365 $13.9M
Toronto Dominion Bank 0.04% Reduce -9.4% 56,688 $13.7M
Waratah Capital Advisors Ltd. 0.94% New 56,651 $13.7M
CIBC Asset Management Inc 0.04% Add +210.4% 55,954 $13.6M
Forsta Ap-Fonden 0.10% Reduce -3.5% 54,400 $13.2M
SVB Wealth LLC 0.54% Reduce -29.7% 54,362 $13.2M
DekaBank Deutsche Girozentrale 0.03% Reduce -0.8% 55,494 $13.1M
Commerce Bank 0.08% Add +20.5% 53,809 $13.0M
Treasurer of the State of North Carolina 0.05% Add +1.4% 53,590 $13.0M
Asset Management One Co., Ltd. 0.04% Add +3.0% 53,528 $13.0M
US Bancorp \de 0.02% Reduce -5.3% 52,495 $12.7M
Swiss Life Asset Management Ltd 0.09% Reduce -11.2% 51,831 $12.6M
Alley Investment Management Company, LLC 1.57% Add +0.1% 51,733 $12.5M
Alta Capital Management LLC/ 0.81% Reduce -39.0% 51,467 $12.5M
Addenda Capital Inc. 0.46% Reduce -0.7% 51,208 $12.5M
PNC Financial Services Group, Inc. 0.01% Add +0.2% 51,304 $12.4M
GHP Investment Advisors, Inc. 0.60% Add +8.3% 51,093 $12.4M
Quantinno Capital Management LP 0.08% Add +212.5% 49,427 $12.0M
Prudential PLC 0.06% Reduce -2.5% 48,502 $11.8M
Southernsun Asset Management, LLC 1.67% Reduce -2.6% 47,444 $11.5M
Sienna Gestion 0.92% Reduce -5.5% 48,038 $11.3M
ProShare Advisors LLC 0.03% Reduce -9.1% 46,486 $11.3M
MML Investors Services, LLC 0.04% Reduce -5.9% 45,771 $11.1M
Ensign Peak Advisors, Inc 0.02% Reduce -3.0% 45,721 $11.1M
STRS Ohio 0.05% No change 45,500 $11.0M
ING Groep NV 0.08% Reduce -8.9% 45,002 $10.9M
Prana Capital Management, LP 0.44% Add +117.0% 44,370 $10.8M
Comerica Bank 0.04% Reduce -4.2% 43,863 $10.6M
Federated Hermes, Inc. 0.02% Add +68.7% 43,397 $10.5M
Nisa Investment Advisors, LLC 0.05% Reduce -0.6% 42,849 $10.4M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -7.2% 42,530 $10.3M
Transform Wealth, LLC 0.62% Add +1.5% 42,086 $10.2M
Mattern Capital Management, LLC 1.30% Reduce -4.7% 42,153 $10.2M
Sei Investments Co. 0.01% Add +39.5% 41,908 $10.2M
Santa Monica Partners LP 5.42% No change 40,793 $9.9M
KLP Kapitalforvaltning As 0.05% Add +0.3% 40,500 $9.8M
Lombard Odier Asset Management (Europe) Ltd 0.88% Add +110.6% 39,753 $9.6M
Marks Group Wealth Management, Inc 0.92% Reduce -0.5% 39,476 $9.6M
Motley Fool Asset Management LLC 0.54% Reduce -2.4% 39,432 $9.6M
McCollum Christoferson Group LLC 2.88% Reduce -0.3% 38,930 $9.4M
Resona Asset Management Co.,Ltd. 0.05% Add +2.0% 38,936 $9.4M
Crown Oak Advisors, LLC 4.64% Add +4.0% 37,848 $9.2M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -54.4% 37,826 $9.2M
Vision Capital Management, Inc. 1.32% Add +0.2% 37,644 $9.1M
Handelsbanken Fonder AB 0.04% Reduce -2.5% 36,980 $9.0M
Nomura Asset Management Co. Ltd. 0.03% Add +6.0% 36,611 $8.9M
Mariner, LLC 0.01% Add +24.6% 36,478 $8.8M
Schroder Investment Management Group 0.01% Reduce -6.1% 37,154 $8.8M
Schonfeld Strategic Advisors LLC 0.06% Add +510.0% 36,021 $8.7M
Lyell Wealth Management, LP 0.82% Add +20.1% 36,001 $8.7M
Gotham Asset Management 0.07% Reduce -14.4% 35,774 $8.7M
State of New Jersey Common Pension Fund D 0.04% Reduce -11.1% 35,742 $8.7M
Bank of Nova Scotia 0.02% Reduce -62.7% 35,519 $8.6M
MetLife Investment Management, LLC 0.05% Reduce -1.7% 35,048 $8.5M
Blair William & Co. 0.03% Reduce -0.7% 34,883 $8.5M
Apollon Wealth Management, LLC 0.19% Add +335.4% 34,790 $8.4M
Jump Financial, LLC 0.13% Add +1611.1% 34,565 $8.4M
Northstar Group, Inc. 1.41% Add +1.5% 34,194 $8.3M
American Money Management, LLC 1.56% Reduce -0.6% 33,903 $8.2M
Arizona State Retirement System 0.05% Reduce -0.4% 33,803 $8.2M
Allianz Asset Management GmbH 0.01% Add +42.3% 33,780 $8.2M
Boston Trust Walden Corp 0.06% Reduce -0.6% 33,212 $8.1M
Intech Investment Management LLC 0.08% Reduce -2.9% 33,171 $8.0M
Tudor Investment Corporation 0.07% New 33,159 $8.0M
MAI Capital Management 0.06% Reduce -2.3% 33,130 $8.0M
Rockefeller Capital Management L.P. 0.02% Reduce -0.1% 32,595 $7.9M
Federation des caisses Desjardins du Quebec 0.04% Add +3.1% 32,297 $7.8M
O'Brien Greene & Co. Inc 2.61% Reduce -3.5% 32,056 $7.8M
Sheaff Brock Investment Advisors, LLC 0.71% Reduce -0.2% 31,829 $7.7M
State of Michigan Retirement System 0.04% No change 31,760 $7.7M
Townsquare Capital LLC 0.08% Add +8.2% 31,723 $7.7M
Aureus Asset Management, LLC 0.54% Reduce -0.7% 31,703 $7.7M
AdvisorShares Investments LLC 1.50% Reduce -7.0% 31,280 $7.7M
Cetera Investment Advisers 0.01% Add +10.7% 31,322 $7.6M
Atria Investments, Inc 0.10% Reduce -2.1% 31,111 $7.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% Reduce -30.6% 30,856 $7.5M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -5.1% 30,657 $7.4M
M&T Bank Corp 0.03% Add +15.9% 30,514 $7.4M
Palmer Knight Co 3.58% Reduce -1.6% 30,415 $7.4M
Integrated Wealth Concepts LLC 0.09% Add +2.8% 30,373 $7.4M
Kestra Private Wealth Services, LLC 0.12% Reduce -0.1% 29,797 $7.2M
O'shaughnessy Asset Management, LLC 0.06% Add +22.0% 29,495 $7.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +4.7% 28,942 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +42.8% 28,933 $7.0M
Zevenbergen Capital Investments LLC 0.17% Reduce -15.6% 28,810 $7.0M
Corebridge Financial, Inc. 0.04% Reduce -3.3% 28,789 $7.0M
Ethic Inc. 0.14% Add +16.6% 28,368 $6.9M
Commonwealth Equity Services, LLC 0.01% Reduce -2.9% 28,027 $6.8M
IFM Investors Pty Ltd 0.07% No change 27,838 $6.7M
Brady Family Wealth, LLC 2.15% Add +0.4% 27,713 $6.7M
Suncoast Equity Management 0.75% Add +5.6% 27,371 $6.6M
Brown Advisory Inc. 0.01% Reduce -0.2% 27,304 $6.6M
Swedbank AB 0.01% Add +6.3% 26,915 $6.5M
Czech National Bank 0.06% Add +6.0% 26,877 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.7% 26,761 $6.5M
Core Alternative Capital 1.55% Reduce -18.3% 26,656 $6.5M
Xponance LLC 0.06% Add +1.5% 26,638 $6.5M
New Age Alpha Advisors, LLC 0.29% Reduce -38.2% 26,355 $6.4M
Axxcess Wealth Management, LLC 0.17% Add +1.1% 26,275 $6.4M
NorthCoast Asset Management LLC 0.03% Reduce -0.2% 26,264 $6.4M
Amalgamated Bank 0.05% Add +1.1% 26,061 $6.3M
DNB Asset Management AS 0.03% Reduce -2.6% 25,878 $6.3M
Jane Street Group, LLC 0.01% Add +384.7% 25,823 $6.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +456.9% 25,781 $6.3M
Creative Planning 0.01% Add +6.5% 25,256 $6.1M
Retirement Systems of Alabama 0.02% Reduce -0.6% 25,146 $6.1M
Castellan Group 1.64% Add +114.7% 24,170 $5.9M
Cullen/Frost Bankers, Inc. 0.08% Reduce -2.1% 24,141 $5.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -0.6% 23,979 $5.8M
State of Tennessee, Department of Treasury 0.02% Reduce -3.2% 23,779 $5.8M
Level Four Advisory Services, LLC 0.24% Reduce -3.6% 23,585 $5.7M
Cerity Partners LLC 0.01% Add +0.3% 23,519 $5.7M
Hamilton Point Investment Advisors, LLC 1.02% Add +0.3% 23,277 $5.7M
Fifth Third Bancorp 0.02% Add +0.7% 23,185 $5.6M
Bryn Mawr Trust Advisors, LLC 0.33% Add +2.8% 22,935 $5.6M
Unigestion Holding SA 0.32% Reduce -0.9% 22,611 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -12.3% 22,523 $5.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.1% 22,353 $5.4M
SG Americas Securities, LLC 0.02% Add +888.6% 22,164 $5.4M
Los Angeles Capital Management LLC 0.02% Reduce -29.2% 22,148 $5.4M
Bell Asset Management Ltd 0.98% Reduce -24.1% 21,975 $5.3M
Daiwa Securities Group Inc. 0.02% Add +13.0% 21,816 $5.3M
Van Eck Associates Corp. 0.01% Add +1.9% 21,645 $5.2M
Signal Advisors Wealth, LLC 0.51% Add +18.4% 21,536 $5.2M
D. E. Shaw & Co. 0.01% Add +36.4% 21,158 $5.1M
Pathstone Holdings, LLC 0.02% Add +1.3% 20,947 $5.1M
Occidental Asset Management, LLC 0.75% Add +6.1% 20,453 $5.0M
KBC Group NV 0.02% Reduce -10.0% 20,249 $4.9M
Burney Co./ 0.18% Reduce -0.6% 20,119 $4.9M
USS Investment Management Ltd 0.04% Add +2.9% 20,047 $4.9M
Griffin Asset Management, Inc. 0.59% Reduce -0.1% 19,985 $4.8M
NewEdge Advisors, LLC 0.03% Add +5.0% 19,836 $4.8M
Neuberger Berman Group LLC 0.00% Add +1.8% 19,489 $4.7M
Utah Retirement Systems 0.05% No change 19,391 $4.7M
Brasada Capital Management, LP 0.94% Reduce -6.7% 21,595 $4.7M
Security National Bank 0.88% Reduce -2.2% 19,303 $4.7M
Kensington Investment Counsel, LLC 2.07% Add +5.1% 19,199 $4.7M
Northstar Asset Management Inc. 1.37% Add +56.7% 19,061 $4.6M
Groupe la Francaise 0.10% Add +14.7% 19,341 $4.6M
Stratos Wealth Partners, LTD. 0.07% Add +3.1% 18,879 $4.6M
Bontempo Ohly Capital Mgmt LLC 2.20% New 18,788 $4.6M
Woodley Farra Manion Portfolio Management Inc. 0.23% Add +2.4% 18,705 $4.6M
Cibc World Market Inc. 0.01% Add +360.3% 18,643 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -3.0% 18,499 $4.5M
Osaic Holdings, Inc. 0.01% Reduce -9.4% 18,455 $4.5M
Tredje AP-fonden 0.04% No change 18,412 $4.5M
Middleton & Co. Inc. 0.52% Reduce -5.3% 18,195 $4.4M
Parsons Capital Management Inc. 0.24% Reduce -6.9% 18,156 $4.4M
Princeton Global Asset Management LLC 0.87% Add +2.4% 18,130 $4.4M
BDF-Gestion 0.47% No change 17,761 $4.3M
Capitolis Liquid Global Markets LLC 0.04% Add +83.9% 17,540 $4.3M
Long Road Investment Counsel, LLC 1.63% Add +1.5% 17,350 $4.2M
New York Life Investment Management LLC 0.04% Reduce -0.5% 17,317 $4.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.1% 17,118 $4.2M
Independent Advisor Alliance 0.13% Reduce -29.4% 16,690 $4.0M
Investment Management Corp of Ontario 0.08% Add +0.6% 16,558 $4.0M
Intrust Bank NA 0.40% Reduce -3.0% 16,529 $4.0M
1832 Asset Management L.P. 0.01% Reduce -0.5% 16,434 $4.0M
Erste Asset Management GmbH 0.05% Add +0.0% 16,575 $4.0M
Allen Capital Group, LLC 0.45% Add +15.4% 16,186 $3.9M
First National Advisers, LLC 0.62% Add +21.5% 16,018 $3.9M
Shell Asset Management Co. 0.18% Reduce -3.4% 16,002 $3.9M
Public Sector Pension Investment Board 0.02% Add +9.3% 15,972 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +0.3% 15,832 $3.8M
Sanctuary Advisors, LLC 0.03% Reduce -15.2% 15,757 $3.8M
Candriam S.C.A. 0.02% Reduce -15.4% 15,547 $3.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -6.3% 15,210 $3.7M
Orion Portfolio Solutions, LLC 0.04% Reduce -6.3% 15,210 $3.7M
Elo Mutual Pension Insurance Co 0.08% Add +27.7% 15,176 $3.7M
Steward Partners Investment Advisory, LLC 0.03% Add +6.5% 15,105 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -18.1% 14,833 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +1.2% 14,278 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.4% 14,118 $3.4M
Cibc World Markets Corp. 0.03% Reduce -23.6% 14,109 $3.4M
Vanguard Personalized Indexing Management, LLC 0.05% Add +11.5% 14,043 $3.4M
Hantz Financial Services, Inc. 0.06% Reduce -9.7% 13,979 $3.4M
Modern Wealth Management, LLC 0.11% Add +2.5% 13,974 $3.4M
Second Line Capital, LLC 0.86% Add +3.5% 13,691 $3.3M
State of Alaska, Department of Revenue 0.04% Add +2.9% 13,731 $3.3M
Mutual of America Capital Management LLC 0.04% Reduce -2.8% 13,610 $3.3M
Capital Group Private Client Services, Inc. 0.03% Reduce -68.2% 13,599 $3.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.55% Add +26.0% 13,571 $3.3M
Mercer Global Advisors Inc. 0.01% Add +1.5% 13,499 $3.3M
Flputnam Investment Management Co. 0.06% Reduce -2.9% 13,375 $3.2M
Appleton Partners Inc. 0.25% Add +3.9% 13,338 $3.2M
Guardian Wealth Advisors, LLC / NC 0.25% Add +2.3% 13,099 $3.2M
Strengthening Families & Communities, LLC 1.93% Add +3.0% 13,153 $3.2M
Lido Advisors, LLC 0.02% Add +57.2% 12,980 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 12,994 $3.1M
HBK Sorce Advisory LLC 0.09% Reduce -0.9% 12,972 $3.1M
R.m.sincerbeaux Capital Management LLC 1.85% No change 12,900 $3.1M
Dean Investment Associates, LLC 0.46% Add +4.2% 12,848 $3.1M
Transcend Capital Advisors, LLC 0.22% Add +4.1% 12,831 $3.1M
Zions Bancorporation, National Association 0.20% — 12,829 $3.1M
Advisory Services Network, LLC 0.06% Reduce -4.2% 12,660 $3.1M
Janney Montgomery Scott LLC 0.01% New 12,656 $3.1M
Pinnacle Associates Ltd. 0.04% Reduce -1.4% 12,519 $3.0M
UniSuper Management Pty Ltd 0.02% Add +3.4% 12,337 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -4.3% 12,295 $3.0M
OP Asset Management Ltd 0.05% — 12,179 $3.0M
Logan Capital Management Inc. 0.13% Reduce -4.3% 12,148 $2.9M
Tilia Fiduciary Partners, Inc. 1.93% Add +0.2% 11,928 $2.9M
Concurrent Investment Advisors, LLC 0.07% Add +16.8% 11,670 $2.8M
Coldstream Capital Management Inc. 0.06% Reduce -7.4% 11,643 $2.8M
Avantax Advisory Services, Inc. 0.02% Add +3.7% 11,627 $2.8M
Kintegral Advisory, LLC 0.28% Reduce -0.3% 11,553 $2.8M
Agf Management Ltd. 0.01% Add +4.2% 11,581 $2.8M
Roundview Capital LLC 0.20% Add +3.7% 11,548 $2.8M
Pacer Advisors, Inc. 0.01% Reduce -34.2% 11,530 $2.8M
Voleon Capital Management LP 0.21% Add +343.3% 11,243 $2.7M
Linden Thomas Advisory Services, LLC 0.35% Add +7.8% 11,220 $2.7M
Westpac Banking Corp. 0.20% Reduce -43.2% 11,175 $2.7M
Assetmark, Inc. 0.01% Reduce -2.9% 11,108 $2.7M
American Trust 0.64% Add +0.7% 10,639 $2.6M
Legacy Advisors, LLC 0.27% Add +3.8% 10,598 $2.6M
Tidal Investments LLC 0.02% Reduce -24.0% 10,529 $2.6M
Rakuten Investment Management, Inc. 0.01% — 10,692 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -52.1% 10,452 $2.5M
Fiduciary Trust Co 0.03% Add +129.8% 10,285 $2.5M
Edgestream Partners, L.P. 0.08% Add +52.9% 10,270 $2.5M
Siemens Fonds Invest GmbH 0.17% Reduce -0.8% 10,239 $2.5M
Bleakley Financial Group, LLC 0.08% Reduce -10.5% 10,192 $2.5M
Ieq Capital, LLC 0.02% Reduce -15.3% 10,155 $2.5M
Oregon Public Employees Retirement Fund 0.05% Add +0.1% 10,035 $2.4M
Mraz, Amerine & Associates, Inc. 0.42% Reduce -0.2% 10,227 $2.4M
Greenleaf Trust 0.02% Reduce -0.6% 10,003 $2.4M
Metis Global Partners, LLC 0.07% Add +7.5% 10,001 $2.4M
Wimmer Associates 1, LLC 1.27% Reduce -2.3% 10,126 $2.4M
Regions Financial Corp. 0.02% Reduce -1.0% 9,910 $2.4M
Woodline Partners LP 0.02% Add +6.9% 9,886 $2.4M
Wealthfront Advisers LLC 0.01% Reduce -0.1% 9,853 $2.4M
Schechter Investment Advisors, LLC 0.20% Reduce -7.6% 9,852 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -2.6% 9,797 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.7% 9,779 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -79.1% 9,768 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +390.5% 9,712 $2.4M
Lantz Financial LLC 0.64% Reduce -4.5% 9,658 $2.3M
Merit Financial Group, LLC 0.04% Add +22.5% 9,630 $2.3M
Mizuho Securities USA LLC 0.05% Reduce -15.4% 9,370 $2.3M
AlphaQuest LLC 0.24% Reduce -4.3% 9,224 $2.2M
PGGM Investments 0.03% No change 9,021 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Add +3.0% 8,992 $2.2M
Waterloo Capital, L.P. 0.20% Add +9.8% 8,916 $2.2M
Leavell Investment Management, Inc. 0.11% Reduce -4.4% 8,861 $2.2M
Park Place Capital Corp 0.58% Add +51.4% 8,829 $2.1M
Avanza Fonder AB 0.07% Add +17.1% 8,672 $2.1M
Rafferty Asset Management, LLC 0.01% Reduce -19.9% 8,740 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% No change 8,730 $2.1M
First Citizens Bank & Trust Co. 0.05% Reduce -11.5% 8,689 $2.1M
Buckhead Capital Management LLC 0.68% Add +2.3% 8,688 $2.1M
Walleye Capital LLC 0.03% New 8,621 $2.1M
Naples Global Advisors, LLC 0.19% Reduce -4.0% 8,340 $2.0M
Rwa Wealth Partners, LLC 0.03% Reduce -24.6% 8,354 $2.0M
QRG Capital Management, Inc. 0.02% Add +8.5% 8,333 $2.0M
Kentucky Retirement Systems 0.06% Reduce -0.3% 7,994 $1.9M
Vestmark Advisory Solutions, Inc. 0.05% Add +101.8% 7,954 $1.9M
Sentry LLC 0.38% No change 7,948 $1.9M
Illinois Municipal Retirement Fund 0.03% No change 7,761 $1.9M
Cwm, LLC 0.01% Add +2.9% 7,680 $1.9M
Lee Financial Co 0.28% Reduce -9.7% 7,616 $1.8M
Vontobel Holding Ltd. 0.01% Add +6.3% 7,571 $1.8M
Generali Asset Management SPA SGR 0.04% Reduce -47.6% 7,521 $1.8M
Machina Capital S.A.S. 0.54% New 7,491 $1.8M
Hilton Capital Management, LLC 0.15% Reduce -7.8% 7,457 $1.8M
Knollwood Investment Advisory, LLC 0.20% No change 7,385 $1.8M
Natixis 0.01% New 7,424 $1.8M
First National Trust Co 0.07% Reduce -48.7% 7,200 $1.7M
Boyar Asset Management Inc. 1.26% No change 7,181 $1.7M
Whittier Trust Co. 0.02% Reduce -42.9% 7,134 $1.7M
Hartford Investment Management Co. 0.06% Reduce -1.0% 7,124 $1.7M
Manning & Napier Advisors LLC 0.02% Reduce -9.0% 7,056 $1.7M
Trueblood Wealth Management, LLC 0.79% Add +2.7% 7,030 $1.7M
Prescott Group Capital Management, L.L.C. 0.25% No change 7,000 $1.7M
EFG Asset Management (Americas) Corp. 0.34% Reduce -0.5% 6,995 $1.7M
Gulf International Bank (UK) Ltd 0.06% Reduce -24.3% 6,984 $1.7M
Dean Capital Management 0.74% Add +2.5% 6,959 $1.7M
Welch & Forbes LLC 0.02% No change 6,912 $1.7M
NEOS Investment Management LLC 0.03% Add +22.3% 6,885 $1.7M
Kesler, Norman & Wride, LLC 0.32% Add +2.6% 6,825 $1.7M
&partners 0.02% Reduce -3.2% 6,821 $1.6M
Dynasty Wealth Management, LLC 0.03% Reduce -2.7% 6,614 $1.6M
Horizon Kinetics Asset Management LLC 0.02% Add +186.0% 6,599 $1.6M
Nicholson Wealth Management Group, LLC 1.04% Add +4.3% 6,559 $1.6M
Caprock Group, LLC 0.05% Add +53.9% 6,476 $1.6M
Norinchukin Bank, The 0.03% Add +16.2% 6,443 $1.6M
Simplicity Wealth,LLC 0.12% New 6,403 $1.6M
Railway Pension Investments Ltd 0.02% New 6,400 $1.6M
Lecap Asset Management Ltd. 0.36% New 6,355 $1.5M
Burling Wealth Partners, LLC 0.32% Reduce -6.5% 6,313 $1.5M
Louisiana State Employees Retirement System 0.03% No change 6,300 $1.5M
Securian Asset Management, Inc. 0.05% Add +1.6% 6,257 $1.5M
Henshaw Capital LLC 0.07% Add +0.4% 6,234 $1.5M
Principal Securities, Inc. 0.03% No change 6,566 $1.5M
Thrivent Financial for Lutherans 0.00% Add +0.1% 6,214 $1.5M
Caxton Associates LLP 0.05% — 6,116 $1.5M
Mirabaud Asset Management Ltd 0.77% Reduce -28.1% 6,193 $1.5M
TCTC Holdings, LLC 0.05% Add +1.1% 6,047 $1.5M
PDT Partners, LLC 0.10% Reduce -0.1% 6,037 $1.5M
EP Wealth Advisors, LLC 0.01% Add +0.1% 5,972 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +2.6% 5,943 $1.4M
Cannell & Spears LLC 0.03% No change 5,872 $1.4M
Wellington Management Group LLP 0.00% Add +26.2% 5,849 $1.4M
Bluespring Wealth Management, LLC 0.14% Reduce -5.5% 5,775 $1.4M
Lanark Financial, Inc. 0.12% — 5,796 $1.4M
Summit Financial, LLC 0.04% Add +9.1% 5,749 $1.4M
Crawford Investment Counsel Inc. 0.02% No change 5,731 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.5% 5,614 $1.4M
Ostrum Asset Management 0.07% Reduce -27.1% 5,649 $1.4M
Centaurus Financial, Inc. 0.08% Reduce -10.4% 5,591 $1.4M
Aigen Investment Management, LP 0.22% New 5,572 $1.4M
Callan Family Office, LLC 0.10% Reduce -0.1% 5,503 $1.3M
Maryland State Retirement & Pension System 0.03% Reduce -12.5% 5,473 $1.3M
E. Ohman J:or Asset Management AB 0.04% No change 5,450 $1.3M
New Mexico Educational Retirement Board 0.05% Reduce -1.8% 5,450 $1.3M
Catalyst Capital Advisors LLC 0.03% Add +5.1% 5,352 $1.3M
HB Wealth Management, LLC 0.01% Add +76.1% 5,206 $1.3M
Tributary Capital Management, LLC 0.11% Add +4.0% 5,205 $1.3M
Achmea Investment Management B.V. 0.02% Reduce -1.1% 5,198 $1.3M
Prospera Financial Services Inc 0.03% Reduce -0.8% 5,131 $1.2M
Tower Research Capital LLC (TRC) 0.04% Reduce -9.6% 5,102 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +2.9% 5,084 $1.2M
Oak Thistle LLC 0.25% Reduce -7.4% 5,084 $1.2M
Vident Advisory, LLC 0.02% Add +57.4% 5,034 $1.2M
Lord & Richards Wealth Management, LLC 1.37% Add +109.7% 4,998 $1.2M
Savant Capital, LLC 0.01% Add +39.9% 4,973 $1.2M
Allstate Corp. 0.04% Add +38.5% 4,971 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +17.6% 4,969 $1.2M
Twinbeech Capital LP 0.02% New 4,940 $1.2M
HighPoint Advisor Group LLC 0.07% Add +2.4% 4,956 $1.2M
Harbor Capital Advisors, Inc. 0.05% Reduce -49.3% 4,842 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% — 4,793 $1.2M
Compound Planning, Inc. 0.05% Add +16.5% 4,780 $1.2M
Great Lakes Advisors, LLC 0.01% Reduce -83.4% 4,752 $1.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -43.3% 4,750 $1.2M
Montag & Caldwell, LLC 0.27% No change 4,730 $1.1M
Menard Financial Group LLC 0.72% Add +15.6% 4,725 $1.1M
Tiaa Trust, National Association 0.00% Reduce -7.3% 4,511 $1.1M
Capital International, Inc. 0.01% Reduce -75.3% 4,453 $1.1M
LVW Advisors, LLC 0.13% Add +10.1% 4,372 $1.1M
Choreo, LLC 0.02% Reduce -10.5% 4,296 $1.0M
Eukles Asset Management 0.46% Add +16.7% 4,291 $1.0M
NewEdge Wealth, LLC 0.02% Reduce -3.1% 4,268 $1.0M
PFG Investments, LLC 0.07% Add +0.1% 4,238 $1.0M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.2% 4,225 $1.0M
Hilltop Holdings Inc. 0.06% Reduce -9.0% 4,186 $1.0M
Dakota Wealth Management 0.02% New 4,150 $1.0M
Quadrant Capital Group LLC 0.04% Add +23.1% 4,138 $1.0M
Kelleher Financial Advisors 0.40% Add +2.0% 4,095 $993K
Jones Financial Companies LLLP 0.00% Add +24.4% 4,172 $992K
GAMMA Investing LLC 0.07% Add +28.3% 4,083 $990K
J. Safra Sarasin Holding AG 0.02% Reduce -14.9% 4,044 $981K
Empirical Finance, LLC 0.06% Add +3.1% 4,038 $979K
Biltmore Family Office, LLC 0.17% No change 4,015 $977K
Bank Ozk 0.40% No change 4,000 $970K
MorganRosel Wealth Management, LLC 0.29% Add +17.7% 4,000 $970K
Oppenheimer & Co. Inc. 0.01% Add +2.8% 3,985 $966K
Empowered Funds, LLC 0.01% Add +41.5% 3,957 $959K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +14.3% 3,939 $955K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -0.1% 3,914 $952K
Penserra Capital Management LLC 0.02% Add +366.4% 3,918 $949K
Panagora Asset Management Inc. 0.00% Reduce -9.1% 3,879 $941K
DT Investment Partners, LLC 0.09% Reduce -9.4% 3,870 $938K
MGB Wealth Management, LLC 0.34% Add +2.8% 3,877 $936K
Union Bancaire Privee, UBP SA 0.02% Reduce -62.4% 3,869 $924K
Accredited Investors Inc. 0.06% Add +6.4% 3,799 $921K
Quadrature Capital Ltd 0.02% New 3,761 $912K
Glenmede Trust Co. NA 0.00% Add +0.2% 3,757 $911K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,721 $902K
Cedar Mountain Advisors, LLC 0.20% Add +0.4% 3,696 $896K
Nomura Holdings Inc. 0.00% Reduce -4.2% 3,688 $894K
Verition Fund Management LLC 0.01% Reduce -73.9% 3,686 $894K
Mission Wealth Management, LP 0.02% Reduce -0.0% 3,634 $881K
Farther Finance Advisors, LLC 0.02% Add +2.3% 3,543 $867K
Smallwood Wealth Investment Management, LLC 0.55% Add +0.3% 3,574 $867K
CI Investments Inc. 0.00% Add +10.9% 3,521 $854K
East Coast Asset Management, LLC. 0.30% Reduce -13.1% 3,488 $846K
Squarepoint Ops LLC 0.00% Reduce -68.6% 3,479 $844K
Bridgewater Advisors Inc. 0.07% New 3,514 $842K
ABLE Financial Group, LLC 0.24% Reduce -1.6% 3,465 $840K
Bessemer Group Inc. 0.00% Reduce -52.6% 3,467 $840K
Guardian Wealth Management, Inc. 0.55% Reduce -3.4% 3,417 $829K
Kentucky Retirement Systems Insurance Trust Fund 0.06% New 3,405 $826K
Jefferies Financial Group Inc. 0.01% Add +5.7% 3,381 $820K
SRN Advisors, LLC 0.91% Reduce -3.0% 3,330 $807K
Cornercap Investment Counsel Inc. 0.42% Reduce -1.2% 3,302 $801K
D.B. Root & Company, LLC 0.25% Reduce -0.3% 3,243 $786K
OneDigital Investment Advisors LLC 0.01% Add +9.0% 3,241 $786K
Delta Financial Group, Inc. 0.18% No change 3,328 $785K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -5.9% 3,200 $776K
IFG Advisory, LLC 0.04% Add +2.3% 3,199 $776K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% No change 3,190 $773K
Fulton Bank, N.A. 0.03% Reduce -4.7% 3,190 $773K
Pandora Wealth, Inc. 0.51% — 3,175 $770K
Legacy Capital Wealth Partners, LLC 0.19% Reduce -4.0% 3,119 $756K
Meyer Handelman Co. 0.03% Reduce -3.9% 3,105 $753K
Board of the Pension Protection Fund 0.86% Add +520.0% 3,100 $752K
Swmg, LLC 0.29% Reduce -0.9% 3,121 $742K
Kidder Stephen W 0.22% No change 2,950 $715K
Beaumont Financial Advisors, LLC 0.06% Add +0.3% 2,937 $712K
Fiduciary Family Office, LLC 0.24% New 2,924 $709K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.2% 2,922 $708K
TD Private Client Wealth LLC 0.02% Add +4.8% 2,914 $707K
United Advisor Group, LLC 0.14% Add +3.6% 2,913 $706K
Plato Investment Management Ltd 0.06% No change 2,879 $706K
Clarus Group, Inc. 0.27% Reduce -16.0% 2,907 $705K
Sepio Capital, LP 0.06% Reduce -1.1% 2,903 $704K
Creekmur Asset Management LLC 0.14% New 2,842 $689K
Cresset Asset Management, LLC 0.00% Add +1.8% 2,820 $686K
Cyrus J. Lawrence, LLC 2.59% Reduce -93.8% 2,818 $683K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 2,810 $681K
Jacobi Capital Management LLC 0.05% Add +4.6% 2,776 $673K
Unique Wealth, LLC 0.13% Add +36.4% 2,738 $664K
V-Square Quantitative Management LLC 0.10% Add +7.0% 2,734 $663K
CHICAGO TRUST Co NA 0.12% No change 2,728 $661K
Mather Group, Llc. 0.01% Add +38.6% 2,700 $655K
Ossiam 0.01% Reduce -17.0% 2,690 $652K
Gibbs Wealth Management 0.16% Add +32.7% 2,682 $650K
WealthTrust Axiom LLC 0.20% No change 2,681 $650K
Venturi Wealth Management, LLC 0.03% Add +5.1% 2,678 $649K
BHK Investment Advisors, LLC 0.27% Reduce -1.6% 2,671 $648K
United Capital Financial Advisors, LLC 0.01% Add +6.5% 2,665 $646K
Argent Trust Co 0.03% No change 2,656 $644K
One Plus One Wealth Management, LLC 0.34% Add +60.5% 2,606 $632K
Ellevest, Inc. 0.04% Add +5.8% 2,596 $629K
Praxis Investment Management Inc. 0.04% No change 2,596 $629K
Brown Miller Wealth Management, LLC 0.22% New 2,567 $622K
Qtron Investments LLC 0.09% No change 2,562 $621K
Dividend Assets Capital, LLC 0.12% Reduce -13.2% 2,550 $618K
Acadian Asset Management LLC 0.00% Add +480.8% 2,544 $616K
Ninety One North America, Inc. 0.04% Reduce -13.8% 2,538 $615K
Simmons Bank 0.05% No change 2,531 $614K
Ami Asset Management Corp. 0.04% Reduce -1.1% 2,505 $607K
Forza Wealth Management, LLC 0.27% Reduce -3.9% 2,500 $606K
Shufro Rose & Co. LLC 0.05% No change 2,500 $606K
Wedmont Private Capital 0.03% Add +30.3% 2,609 $604K
Cary Street Partners Investment Advisory LLC 0.35% Add +7.0% 2,491 $604K
Citizens Financial Group Inc. 0.01% Reduce -6.6% 2,479 $603K
Meeder Advisory Services, Inc. 0.04% Reduce -8.5% 2,486 $603K
Albion Financial Group 0.04% Reduce -14.0% 2,478 $601K
Sompo Asset Management Co., Ltd. 0.11% Reduce -7.9% 2,460 $596K
B. Riley Wealth Advisors, Inc. 0.02% Add +10.3% 2,450 $594K
Atlas Legacy Advisors, LLC 0.15% Reduce -21.9% 2,445 $593K
Pitcairn Co. 0.04% Add +1.8% 2,438 $591K
OmniStar Financial Group, Inc. 0.46% New 2,432 $590K
Dark Forest Capital Management LP 0.03% New 2,425 $588K
Segment Wealth Management, LLC 0.04% Add +5.7% 2,371 $575K
Mutual Advisors, LLC 0.02% Add +24.5% 2,415 $574K
Vestcor Inc 0.02% Add +0.3% 2,366 $574K
Baker Avenue Asset Management, LP 0.02% Reduce -29.4% 2,363 $573K
United Services Automobile Association 0.02% New 2,405 $571K
SeaBridge Investment Advisors LLC 0.12% No change 2,344 $568K
Maripau Wealth Management LLC 0.32% Add +25.6% 2,327 $566K
Composition Wealth, LLC 0.01% Reduce -4.9% 2,314 $561K
Snowden Capital Advisors LLC 0.02% Reduce -0.9% 2,304 $561K
Plante Moran Financial Advisors, LLC 0.05% Reduce -0.9% 2,301 $558K
Brighton Jones LLC 0.02% Reduce -10.7% 2,291 $556K
Leonteq Securities AG 0.04% New 2,266 $549K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.5% 2,254 $547K
Exchange Bank 0.44% No change 2,250 $546K
Morningstar Investment Services LLC 0.10% Reduce -57.0% 2,245 $544K
CreativeOne Wealth, LLC 0.02% Add +12.8% 2,209 $536K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -23.4% 2,207 $535K
Sowell Financial Services LLC 0.02% New 2,180 $529K
AssuredPartners Investment Advisors, LLC 0.10% Add +5.7% 2,173 $527K
Portside Wealth Group, LLC 0.09% Add +9.9% 2,173 $527K
Court Place Advisors, LLC 0.17% Reduce -0.3% 2,170 $526K
Brevan Howard Capital Management LP 0.01% Add +75.5% 2,168 $526K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -2.4% 2,131 $517K
Heritage Wealth Advisors 0.03% Reduce -0.4% 2,130 $516K
MQS Management LLC 0.30% New 2,125 $515K
Renasant Bank 0.34% Add +35.8% 2,114 $513K
Engineers Gate Manager LP 0.01% Reduce -38.4% 2,087 $506K
Spire Wealth Management 0.02% Add +1.7% 2,078 $504K
Mufg Securities Americas Inc. 0.06% Add +20.0% 2,071 $502K
Tobam 0.21% Add +6.2% 2,063 $500K
Voya Financial Advisors, Inc. 0.06% Reduce -5.8% 2,105 $500K
Second Half Financial Partners, LLC 0.25% Reduce -0.1% 2,050 $497K
Mitchell McLeod Pugh & Williams Inc. 0.10% Reduce -1.2% 2,037 $494K
Huntington National Bank 0.00% Reduce -7.0% 2,031 $492K
Groupama Asset Managment 0.01% New 2,066 $491K
Crew Capital Management, Ltd 0.40% Add +2.4% 2,020 $490K
Redmond Asset Management, LLC 0.13% Reduce -0.8% 2,016 $489K
Thoroughbred Financial Services, LLC 0.03% Reduce -1.1% 2,008 $486K
First Heartland Consultants, Inc. 0.05% Add +5.2% 1,987 $482K
World Investment Advisors 0.01% New 1,950 $473K
Trust Point Inc. 0.04% Add +4.4% 1,940 $470K
Private Advisor Group, LLC 0.00% Reduce -19.3% 1,939 $470K
Aberdeen Wealth Management LLC 0.32% No change 1,939 $470K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +13.8% 1,935 $469K
Eagle Bay Advisors LLC 0.39% Reduce -4.2% 1,909 $464K
CWS Financial Advisors, LLC 0.15% No change 1,911 $463K
Tectonic Advisors LLC 0.03% Reduce -1.5% 1,910 $463K
Silver Oak Securities, Incorporated 0.04% Add +11.9% 1,927 $458K
NorthRock Partners, LLC 0.02% Reduce -11.2% 1,880 $457K
Icon Wealth Advisors, LLC 0.04% Reduce -0.3% 1,878 $455K
Bridges Investment Management Inc. 0.01% Reduce -8.5% 1,876 $455K
IFP Advisors, Inc 0.01% Add +26.1% 1,876 $455K
Wealth Alliance, LLC 0.05% Reduce -1.7% 1,871 $454K
Main Street Financial Solutions, LLC 0.04% Add +20.6% 1,865 $452K
Adero Partners, LLC 0.03% Add +1.1% 1,857 $450K
Norden Group LLC 0.05% Add +2.6% 1,852 $449K
Fisher Asset Management 0.00% New 1,848 $448K
Geneos Wealth Management Inc. 0.01% Add +17.1% 1,845 $447K
Orser Capital Management, LLC 0.33% New 1,838 $446K
Clark Asset Management, LLC 0.07% Add +7.3% 1,828 $443K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +4.8% 1,822 $442K
Ifrah Financial Services, Inc. 0.13% Reduce -5.9% 1,821 $442K
Independence Bank of Kentucky 0.07% No change 1,820 $441K
Eastern Bank 0.01% Reduce -5.4% 1,815 $440K
Marco Investment Management LLC 0.04% No change 1,812 $439K
Signaturefd, LLC 0.01% Reduce -5.6% 1,803 $437K
Moneco Advisors, LLC 0.04% Reduce -0.3% 1,789 $434K
Mystic Asset Management, Inc. 0.11% No change 1,780 $432K
Compass Ion Advisors, LLC 0.05% Add +11.4% 1,776 $431K
Marietta Investment Partners LLC 0.10% Reduce -35.6% 1,764 $428K
U.S. Capital Wealth Advisors, LLC 0.01% Add +30.4% 1,756 $426K
Ballentine Partners, LLC 0.01% Add +2.0% 1,755 $426K
Everpar Advisors LLC 0.23% Reduce -15.0% 1,748 $424K
Chancellor Financial Group WB LP 0.35% No change 1,739 $422K
CENTRAL TRUST Co 0.01% Reduce -0.4% 1,728 $419K
Debussy Capital Management LP 0.07% Reduce -4.1% 1,723 $418K
Belpointe Asset Management LLC 0.02% Add +1.8% 1,716 $416K
Hall Laurie J Trustee 0.15% Reduce -24.4% 1,700 $412K
Martingale Asset Management L P 0.01% Add +5.1% 1,690 $410K
Ascent Wealth Partners, LLC 0.06% Add +17.6% 1,690 $410K
BSW Wealth Partners 0.06% Add +3.2% 1,686 $409K
Horizon Investments, LLC 0.01% Add +5.3% 1,680 $407K
American National Bank & Trust 0.05% No change 1,676 $406K
Waverly Advisors, LLC 0.00% New 1,673 $406K
Keybank National Association 0.00% Reduce -4.2% 1,673 $406K
State of Wyoming 0.05% Add +7766.7% 1,652 $401K
Optas, LLC 0.07% Add +9.0% 1,651 $400K
1858 Wealth Management, LLC 0.34% Reduce -8.6% 1,641 $398K
Nebula Research & Development LLC 0.04% Reduce -33.5% 1,629 $395K
Fifth Third Wealth Advisors LLC 0.02% Add +48.2% 1,629 $395K
Empire Financial Management Company, LLC 0.12% No change 1,624 $394K
Strategy Asset Managers LLC 0.08% Reduce -5.3% 1,615 $392K
Private Trust Co. NA 0.04% Add +4.7% 1,609 $390K
Susquehanna Portfolio Strategies, LLC 0.17% New 1,600 $388K
Arcadia Investment Management Corp. 0.07% No change 1,600 $388K
Washington Trust Bank 0.04% No change 1,598 $387K
CenterBook Partners LP 0.02% New 1,595 $387K
Prestige Wealth Management Group LLC 0.08% No change 1,584 $385K
Arax Advisory Partners 0.02% Add +41.2% 1,586 $385K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +1.0% 1,576 $382K
Campion Asset Management 0.29% No change 1,565 $379K
Alps Advisors Inc. 0.00% Reduce -7.7% 1,557 $378K
Carolinas Wealth Consulting LLC 0.08% Reduce -0.1% 1,556 $377K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.2% 1,547 $375K
Optimize Financial Inc. 0.14% Reduce -3.7% 1,544 $374K
Rehmann Capital Advisory Group 0.02% Add +4.6% 1,519 $368K
Moneta Group Investment Advisors LLC 0.01% Reduce -4.8% 1,518 $368K
Sherbrooke Park Advisers LLC 0.17% New 1,516 $368K
Wbi Investments, LLC 0.10% Reduce -78.0% 1,511 $366K
Shore Point Advisors, LLC 0.19% No change 1,504 $365K
KFG Wealth Management, LLC 0.07% Add +7.1% 1,501 $364K
Anchor Investment Management, LLC 0.03% No change 1,500 $364K
Ritholtz Wealth Management 0.01% Add +0.5% 1,497 $363K
Perigon Wealth Management, LLC 0.01% Add +8.7% 1,494 $362K
Ipswich Investment Management Co., Inc. 0.09% New 1,490 $361K
Teza Capital Management LLC 0.16% New 1,487 $361K
Caliber Wealth Management, LLC / KS 0.05% — 1,482 $359K
Stonehearth Capital Management, LLC 0.15% No change 1,480 $359K
Cynosure Group, LLC 0.05% Add +4.6% 1,478 $358K
CX Institutional 0.01% Add +0.2% 1,474 $357K
MBE Wealth Management, LLC 0.17% New 1,471 $357K
Quotient Wealth Partners, LLC 0.01% Reduce -4.0% 1,470 $356K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.5% 1,469 $356K
Focus Partners Advisor Solutions, LLC 0.01% Add +28.2% 1,461 $354K
Radnor Capital Management, LLC 0.06% No change 1,457 $353K
Traphagen Investment Advisors LLC 0.04% Add +8.8% 1,444 $350K
Raiffeisen Bank International AG 0.01% New 1,470 $349K
Rockland Trust Co. 0.02% Reduce -5.3% 1,437 $348K
Gilbert & Cook, Inc. 0.05% Add +3.8% 1,432 $347K
Mgo One Seven LLC 0.01% Add +14.5% 1,425 $346K
Two Sigma Securities, LLC 0.05% New 1,424 $345K
TD Waterhouse Canada Inc. 0.00% Reduce -2.6% 1,407 $344K
Wambolt & Associates, LLC 0.12% Reduce -7.9% 1,404 $344K
LaSalle St. Investment Advisors, LLC 0.08% New 1,412 $342K
Boothbay Fund Management, LLC 0.01% Reduce -27.2% 1,410 $342K
Apella Capital, LLC 0.01% Add +1.7% 1,467 $341K
MBB Public Markets I LLC 0.04% New 1,401 $340K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 1,395 $338K
Allworth Financial LP 0.00% Add +3.0% 1,418 $338K
Guggenheim Capital LLC 0.00% Reduce -26.6% 1,390 $337K
Diversified Enterprises, LLC 0.03% New 1,378 $334K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.6% 1,377 $334K
J.W. Cole Advisors, Inc. 0.01% Add +33.4% 1,374 $333K
CWA Asset Management Group, LLC 0.02% Add +6.8% 1,370 $332K
Foundations Investment Advisors, LLC 0.01% Reduce -10.3% 1,370 $332K
Axq Capital, LP 0.13% New 1,369 $332K
QSV Equity Investors LLC 0.34% Reduce -0.7% 1,368 $332K
Atlas Brown,Inc. 0.12% No change 1,358 $329K
Sunburst Financial Group, LLC 0.08% Add +33.9% 1,354 $328K
Safe Harbor Fiduciary, LLC 0.34% No change 1,344 $326K
Arrowstreet Capital, Limited Partnership 0.00% New 1,337 $324K
Algert Global LLC 0.01% New 1,330 $322K
Resources Management Corp. /CT/ 0.05% Reduce -7.0% 1,325 $321K
Ewa, LLC 0.12% Add +4.5% 1,315 $319K
Smith Group Asset Management, LLC 0.02% New 1,310 $318K
Abn Amro Investment Solutions 0.01% New 1,306 $317K
Penobscot Investment Management Company, Inc. 0.03% No change 1,299 $315K
Brown Brothers Harriman & Co. 0.00% Reduce -11.3% 1,294 $314K
Flagship Harbor Advisors, LLC 0.02% Add +0.3% 1,293 $314K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.1% 1,293 $314K
GPS Wealth Strategies Group, LLC 0.04% No change 1,290 $313K
Washington Trust Advisors, Inc. 0.03% Reduce -13.5% 1,286 $312K
DAVENPORT & Co LLC 0.00% Reduce -13.6% 1,275 $309K
First Horizon Advisors, Inc. 0.01% Add +6.9% 1,274 $309K
Advisors Capital Management, LLC 0.00% Reduce -11.7% 1,271 $308K
Chicago Partners Investment Group LLC 0.01% Add +14.5% 1,305 $308K
Financial Harvest, LLC 0.25% New 3,352 $308K
Freedom Investment Management, Inc. 0.03% Reduce -7.8% 1,269 $308K
Somerville Kurt F 0.05% New 1,256 $305K
Net Worth Advisory Group 0.10% New 1,251 $303K
Hamilton Capital Partners Inc. 0.02% New 1,245 $302K
AE Wealth Management LLC 0.00% Add +19.0% 1,239 $301K
Harvey Investment Co. LLC 0.03% No change 1,238 $300K
Ascent Group, LLC 0.01% New 1,234 $299K
Hutchens & Kramer Investment Management Group, LLC 0.16% No change 1,230 $298K
Nilsine Partners, LLC 0.03% Reduce -1.6% 1,227 $297K
Petros Family Wealth, LLC 0.33% Reduce -3.8% 1,224 $297K
Advisor OS, LLC 0.03% Add +7.7% 1,221 $296K
Grove Street Fiduciary, LLC 0.15% New 1,218 $295K
Profund Advisors LLC 0.01% Reduce -7.2% 1,218 $295K
Greykasell Wealth Strategies, Inc. 0.16% No change 1,205 $292K
Enterprise Bank & Trust Co 0.11% No change 1,201 $291K
Barnes Pettey Financial Advisors, LLC 0.23% Add +20.0% 1,200 $291K
Moody Aldrich Partners LLC 0.06% Reduce -27.6% 1,196 $290K
Atwater Malick LLC 0.10% New 1,191 $289K
Equitable Trust Co. 0.02% No change 1,189 $288K
Prime Capital Investment Advisors, LLC 0.00% Add +17.9% 1,182 $287K
Woodward Diversified Capital, LLC 0.20% Add +5.4% 1,176 $285K
Cigna Investments Inc. 0.05% Reduce -1.8% 1,175 $285K
Brown Capital Management LLC 0.01% Reduce -68.9% 1,169 $283K
Graypoint LLC 0.02% Add +15.6% 1,163 $282K
Choate Investment Advisors 0.01% Reduce -10.5% 1,161 $281K
Avantax Planning Partners, Inc. 0.01% No change 1,155 $280K
Sequoia Financial Advisors, LLC 0.00% Add +9.6% 1,153 $279K
Novak & Powell Financial Services, Inc. 0.17% No change 1,152 $279K
Atria Wealth Solutions, Inc. 0.00% Reduce -8.9% 1,147 $279K
Stephens Inc. 0.00% No change 1,151 $279K
Hanson & Doremus Investment Management 0.04% No change 1,150 $279K
Avestar Capital, LLC 0.03% Reduce -11.6% 1,140 $277K
Courier Capital LLC 0.02% No change 1,139 $276K
Park National Corp. 0.01% No change 1,132 $274K
Bestgate Wealth Advisors, LLC 0.57% No change 1,127 $273K
Clarius Group, LLC 0.02% Reduce -1.8% 1,121 $272K
Davies Financial Advisors, Inc. 0.23% No change 1,119 $271K
Key Financial Inc 0.06% No change 1,117 $271K
Hudson Capital Management LLC 0.08% Add +0.4% 1,104 $268K
Texas Bank & Trust Co 0.11% No change 1,100 $267K
Two Sigma Advisers, LP 0.00% Reduce -31.3% 1,100 $267K
Blue Trust, Inc. 0.00% Add +16.0% 1,096 $266K
Claro Advisors Inc. 0.04% Reduce -3.4% 1,095 $266K
Capital Investment Counsel, Inc 0.04% No change 1,077 $261K
Seaside Wealth Management, Inc. 0.09% Reduce -7.0% 1,074 $260K
Astoria Portfolio Advisors LLC. 0.09% Add +3.7% 1,102 $260K
First Affirmative Financial Network 0.16% Reduce -17.6% 1,072 $260K
Equitable Holdings, Inc. 0.00% New 1,071 $260K
Sagespring Wealth Partners, LLC 0.01% Add +13.9% 1,068 $259K
Vinva Investment Management Ltd 0.01% Reduce -61.7% 1,088 $258K
First Manhattan Co. Llc. 0.00% Reduce -2.5% 1,056 $257K
Florida Trust Wealth Management Co 0.01% New 1,059 $257K
Clark Financial Services Group Inc. 0.18% New 1,056 $256K
Pavion Blue Capital, LLC 0.12% No change 1,053 $255K
Mayflower Financial Advisors, LLC 0.04% Add +0.4% 1,049 $254K
Parallel Advisors, LLC 0.01% Reduce -8.2% 1,047 $254K
Clark Capital Management Group, Inc. 0.00% Reduce -0.1% 1,046 $254K
Summit Trail Advisors, LLC 0.01% New 1,039 $253K
LMR Partners LLP 0.01% New 1,041 $252K
Schorn Wealth LLC 0.08% Add +0.4% 1,038 $252K
Up Strategic Wealth Investment Advisors LLC 0.22% Add +6.2% 1,035 $251K
Aprio Wealth Management, LLC 0.03% Reduce -1.1% 1,034 $251K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.3% 1,031 $250K
Evergreen Capital Management LLC 0.01% New 1,027 $250K
Seeds Investor LLC 0.07% Reduce -10.0% 1,031 $250K
Aull & Monroe Investment Management Corp 0.12% No change 1,026 $249K
Longboard Asset Management, LP 0.73% No change 1,022 $248K
Larson Financial Group LLC 0.01% Add +275.0% 1,020 $247K
Jacobsen Capital Management 0.11% Reduce -0.6% 1,019 $247K
Allred Capital Management, LLC 0.10% Reduce -1.0% 1,013 $246K
Moseley Investment Management Inc. 0.10% No change 1,010 $245K
Arkadios Wealth Advisors 0.01% New 1,008 $244K
Procyon Advisors, LLC 0.01% Reduce -33.7% 1,005 $244K
Cross Staff Investments Inc 0.18% No change 1,000 $242K
Fischer Financial Services, Inc. 0.08% No change 1,000 $242K
Jmac Enterprises LLC 0.06% No change 1,000 $242K
Wealthspire Advisors, LLC 0.00% Add +0.7% 1,000 $242K
RDA Financial Network 0.07% Reduce -0.1% 993 $241K
Syon Capital LLC 0.02% New 993 $241K
Fullcircle Wealth LLC 0.10% Add +12.8% 1,012 $240K
Cushing Capital Partners, LLC 0.22% Reduce -77.7% 986 $240K
Harvest Fund Management Co., Ltd 0.01% Add +193.1% 982 $238K
Accurate Wealth Management, LLC 0.05% New 1,024 $237K
Cadent Capital Advisors, LLC 0.09% No change 977 $237K
PDS Planning, Inc 0.02% Add +0.2% 968 $235K
Wayfinding Financial, LLC 0.10% Reduce -2.1% 964 $234K
Strategic Blueprint, LLC 0.01% Reduce -26.3% 965 $234K
Colonial Trust Co / SC 0.04% Reduce -1.1% 958 $232K
Simon Quick Advisors, LLC 0.01% New 953 $231K
Brogan Financial, Inc. 0.11% Add +3.0% 952 $231K
Baron Wealth Management LLC 0.10% New 945 $229K
Great Valley Advisor Group, Inc. 0.00% Reduce -3.5% 944 $229K
Patron Partners, LLC 0.12% Reduce -6.6% 944 $229K
Stanley-Laman Group, Ltd. 0.04% New 938 $227K
Nicolet Advisory Services, LLC 0.02% Reduce -1.6% 994 $227K
Fragasso Financial Advisors Inc 0.02% Add +1.4% 935 $227K
River Wealth Advisors LLC 0.03% Reduce -7.0% 935 $227K
Inscription Capital, LLC 0.04% — 1,100 $225K
Sterling Capital Management LLC 0.00% Reduce -60.3% 928 $225K
UMB Bank, n.a. 0.00% Reduce -15.6% 926 $225K
Sigma Planning Corp 0.01% Reduce -4.1% 918 $223K
iA Global Asset Management Inc. 0.00% New 916 $222K
Trinity Financial Advisors LLC 0.08% Add +0.1% 925 $222K
Advyzon Investment Management, LLC 0.08% Reduce -3.3% 915 $222K
USA Financial Formulas 0.04% New 908 $220K
Personal Cfo Solutions, LLC 0.04% Reduce -3.5% 908 $220K
Diversified Trust Co. 0.01% New 902 $219K
Raleigh Capital Management Inc. 0.10% Reduce -6.5% 900 $218K
NTV Asset Management LLC 0.03% No change 900 $218K
Independent Financial Group, LLC 0.01% Reduce -10.8% 898 $218K
D.A. Davidson & Co. 0.00% New 896 $217K
Westover Capital Advisors, LLC 0.05% Reduce -4.3% 895 $217K
Crestwood Advisors Group, LLC 0.00% Reduce -1.9% 893 $217K
Fort Point Capital Partners LLC 0.02% Add +0.9% 893 $217K
IHT Wealth Management, LLC 0.01% New 888 $215K
Aster Capital Management (DIFC) Ltd 0.04% New 892 $215K
Advisory Alpha, LLC 0.01% New 884 $214K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $214K
McAdam, LLC 0.01% Reduce -7.4% 881 $214K
PAX Financial Group, LLC 0.04% New 877 $213K
Versant Capital Management, Inc 0.04% New 875 $212K
Howard Capital Management Group, LLC 0.02% New 875 $212K
Elevation Point Wealth Partners, LLC 0.02% Reduce -36.5% 866 $210K
Prosperity Consulting Group, LLC 0.02% New 863 $209K
Wallace Advisory Group, LLC 0.14% New 924 $209K
Enterprise Financial Services Corp 0.12% New 861 $209K
Balefire, LLC 0.07% Add +1.2% 860 $209K
Virtue Capital Management, LLC 0.02% New 855 $208K
Essex Bank 0.05% New 846 $205K
Two Sigma Investments, LP 0.00% Reduce -32.2% 842 $204K
R Squared Ltd 0.22% Add +833.3% 840 $204K
Souders Financial Advisors 0.03% Reduce -36.2% 837 $203K
Forum Financial Management, LP 0.00% New 832 $202K
Curi Capital, LLC 0.01% Reduce -12.1% 828 $201K
Independent Wealth Network Inc. 0.08% New 830 $201K
Checchi Capital Advisers, LLC 0.01% New 825 $200K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 786 $191K
Private Wealth Asset Management, LLC 0.03% — 776 $188K
Brooklyn Investment Group 0.04% Add +16.4% 774 $188K
Toth Financial Advisory Corp. 0.02% No change 770 $187K
EverSource Wealth Advisors, LLC 0.01% Add +4.7% 756 $183K
MCF Advisors LLC 0.01% Reduce -38.2% 754 $183K
Smartleaf Asset Management LLC 0.02% Add +7.0% 747 $177K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.7% 708 $172K
Exchange Traded Concepts, LLC 0.00% Add +12.3% 655 $159K
S.A. Mason LLC 0.08% No change 650 $158K
Kestra Investment Management, LLC 0.00% Add +22.1% 620 $150K
Union Savings Bank 0.07% No change 620 $150K
Kennebec Savings Bank 0.15% No change 600 $145K
Quarry LP 0.04% Reduce -13.4% 580 $141K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -15.8% 551 $134K
Quent Capital, LLC 0.01% Reduce -3.3% 534 $129K
Johnson Financial Group, Inc. 0.01% New 532 $129K
Armstrong Advisory Group, Inc. 0.01% No change 571 $129K
Opal Wealth Advisors, LLC 0.04% New 528 $128K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.6% 523 $127K
Broadwater Capital Management LLC 0.09% No change 500 $121K
West Oak Capital, LLC 0.07% No change 500 $121K
Lowe Wealth Advisors, LLC 0.05% No change 491 $119K
DHJJ Financial Advisors, Ltd. 0.05% Reduce -2.9% 478 $116K
Laurel Wealth Advisors LLC 0.02% No change 468 $113K
United Community Bank 0.04% Add +4.2% 468 $113K
Covestor Ltd 0.08% Reduce -16.8% 465 $113K
Cary Street Partners Financial LLC 0.00% Reduce -50.4% 465 $113K
Harbour Investments, Inc. 0.00% Reduce -22.5% 444 $108K
Lindbrook Capital, LLC 0.01% Add +1.9% 434 $105K
Webster Bank, N. A. 0.01% No change 428 $104K
Parkside Financial Bank & Trust 0.01% Add +1.4% 424 $103K
AdvisorNet Financial, Inc 0.01% Add +5.0% 424 $103K
St Germain D J Co. Inc. 0.00% Reduce -4.5% 403 $98K
HWG Holdings LP 0.04% New 400 $97K
First Command Advisory Services, Inc. 0.00% Add +1.0% 394 $96K
Capital Advisors, Ltd. LLC 0.01% No change 392 $95K
Financial Network Wealth Advisors LLC 0.12% Add +47.5% 385 $93K
Chilton Capital Management LLC 0.00% Reduce -18.6% 371 $90K
Bangor Savings Bank 0.01% Reduce -19.5% 364 $88K
Pinnacle Bancorp, Inc. 0.03% No change 354 $86K
Cromwell Holdings LLC 0.05% Add +2.3% 351 $85K
Harbor Investment Advisory, LLC 0.01% No change 350 $85K
Clearstead Advisors, LLC 0.00% Reduce -45.4% 347 $84K
Clearstead Trust, LLC 0.02% Add +226.4% 346 $84K
First PREMIER Bank 0.02% No change 330 $80K
SBI Securities Co., Ltd. 0.00% Reduce -7.5% 322 $78K
Marshall & Sterling Wealth Advisors Inc. 0.05% Add +18.3% 311 $75K
HM Payson & Co. 0.00% No change 310 $75K
Sentry Investment Management LLC 0.05% Reduce -22.9% 339 $75K
Montag A & Associates Inc. 0.00% No change 300 $73K
Kentucky Trust Co 0.04% No change 300 $73K
Roble, Belko & Company, Inc 0.01% No change 295 $72K
MV Capital Management, Inc. 0.01% No change 294 $71K
Ofi Invest Asset Management 0.00% New 316 $71K
Ransom Advisory, Ltd 0.03% Reduce -2.8% 279 $68K
Bokf, NA 0.00% Reduce -14.5% 265 $64K
HighMark Wealth Management LLC 0.04% Add +0.4% 257 $62K
Trust Co. of Vermont 0.00% Reduce -70.2% 255 $62K
GeoWealth Management, LLC 0.00% Reduce -38.5% 252 $61K
Piscataqua Savings Bank 0.05% No change 235 $57K
Blume Capital Management, Inc. 0.01% No change 229 $56K
Asset Dedication, LLC 0.00% No change 229 $56K
Promus Capital, LLC 0.04% No change 229 $56K
Alpine Bank Wealth Management 0.01% — 229 $56K
Front Row Advisors LLC 0.02% No change 225 $55K
Salem Investment Counselors Inc. 0.00% No change 225 $55K
Global X Japan Co., Ltd. 0.01% Add +21.6% 220 $53K
Bruce G. Allen Investments, LLC 0.04% Reduce -0.5% 218 $53K
Truvestments Capital LLC 0.01% Add +0.5% 213 $52K
Anfield Capital Management, LLC 0.02% No change 196 $48K
FSA Wealth Management LLC 0.02% Add +3.8% 191 $46K
Curio Wealth, LLC 0.02% Reduce -99.5% 1 $45K
Rothschild Investment LLC 0.00% Add +7.7% 183 $44K
True Wealth Design, LLC 0.02% Add +19.3% 179 $43K
von Borstel & Associates, Inc. 0.01% New 177 $43K
Evergreen Private Wealth LLC 0.02% No change 174 $42K
Hazlett, Burt & Watson, Inc. 0.02% No change 175 $42K
Cape Investment Advisory, Inc. 0.02% Reduce -11.0% 170 $41K
Smithfield Trust Co 0.00% No change 170 $41K
Sandy Spring Bank 0.00% Add +8.5% 166 $40K
Central Pacific Bank - Trust Division 0.01% Add +28.1% 164 $40K
Stuart Chaussee & Associates, Inc. 0.01% No change 163 $40K
Manchester Capital Management LLC 0.00% Reduce -14.7% 163 $40K
Fortitude Family Office, LLC 0.01% No change 156 $38K
JFS Wealth Advisors, LLC 0.00% Reduce -0.6% 156 $38K
Physician Wealth Advisors, Inc. 0.01% Reduce -33.2% 155 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +121.4% 155 $38K
Ogorek Anthony Joseph /NY/ 0.01% Add +2.0% 156 $37K
Minot DeBlois Advisors LLC 0.04% No change 150 $36K
Walleye Trading LLC 0.00% New 149 $36K
Olde Wealth Management, LLC 0.01% New 148 $36K
CVA Family Office, LLC 0.01% Add +22.9% 145 $35K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +450.0% 143 $35K
Continuum Advisory, LLC 0.00% Add +48.4% 141 $34K
Gen-Wealth Partners Inc 0.01% Reduce -14.4% 137 $33K
CoreCap Advisors, LLC 0.00% Add +146.3% 133 $32K
Hemington Wealth Management 0.00% Add +18.5% 128 $31K
Bogart Wealth, LLC 0.00% No change 121 $29K
McClarren Financial Advisors, Inc. 0.02% Add +0.8% 120 $29K
Valued Wealth Advisors LLC 0.02% No change 117 $28K
Mascoma Wealth Management LLC 0.01% Reduce -69.7% 111 $27K
Oakworth Capital, Inc. 0.00% No change 109 $26K
Salomon & Ludwin, LLC 0.00% No change 107 $26K
Wolff Wiese Magana LLC 0.02% No change 100 $24K
Richardson Capital Management LLC 0.02% New 100 $24K
Flagship Wealth Advisors, LLC 0.01% No change 100 $24K
Sunbelt Securities, Inc. 0.00% Add +20.7% 99 $24K
WPG Advisers, LLC 0.02% Reduce -41.1% 99 $24K
Asset Planning,Inc 0.02% No change 99 $24K
Lazard Asset Management LLC 0.00% Reduce -8.9% 102 $24K
City State Bank 0.01% No change 96 $23K
REAP Financial Group, LLC 0.01% Add +52.5% 93 $23K
Caldwell Trust Co 0.00% No change 93 $23K
Atticus Wealth Management, LLC 0.01% No change 90 $22K
Capital Analysts, LLC 0.00% No change 88 $21K
Cornerstone Planning Group LLC 0.00% Add +126.3% 86 $20K
Farmers & Merchants Investments Inc. 0.00% No change 81 $20K
TOWER TRUST & INVESTMENT Co 0.02% — 78 $19K
Global Financial Private Client, LLC 0.01% Add +13.2% 77 $19K
S&T Bank 0.01% No change 73 $18K
Pin Oak Investment Advisors Inc. 0.01% No change 72 $17K
Graney & King, LLC 0.01% No change 70 $17K
Creative Financial Designs Inc. 0.00% Add +37.3% 70 $17K
Private Wealth Management Group, LLC 0.01% No change 69 $17K
Caitong International Asset Management Co., Ltd 0.01% Add +31.4% 67 $16K
Coston, McIsaac & Partners 0.00% No change 64 $15K
First United Bank & Trust 0.01% No change 60 $15K
Retirement Wealth Solutions LLC 0.01% No change 58 $14K
Transamerica Financial Advisors, LLC 0.00% Add +66.7% 55 $14K
2UniFi Bank 0.01% No change 58 $14K
NewSquare Capital LLC 0.00% Add +5600.0% 57 $14K
Rise Advisors, LLC 0.01% Reduce -18.2% 54 $13K
Fortis Group Advisors, LLC 0.00% No change 53 $13K
Investors Research Corp 0.00% No change 52 $13K
Valley Wealth Managers, Inc. 0.00% No change 52 $13K
New Millennium Group LLC 0.01% No change 51 $12K
Meeder Asset Management Inc. 0.00% Reduce -38.5% 51 $12K
West Branch Capital LLC 0.00% No change 50 $12K
Centerpoint Advisors, LLC 0.00% Reduce -42.7% 51 $12K
Sierra Ocean, LLC 0.01% No change 46 $11K
Saudi Central Bank 0.06% New 46 $11K
PrairieView Partners, LLC 0.00% No change 49 $11K
Hexagon Capital Partners LLC 0.00% Add +2.4% 43 $10K
Bell Investment Advisors, Inc 0.00% Add +4.9% 43 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $10K
North Star Investment Management Corp. 0.00% Reduce -29.1% 39 $9K
Frazier Financial Advisors, LLC 0.01% No change 38 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 36 $9K
Financial Management Professionals, Inc. 0.00% Add +44.0% 36 $9K
Strategic Investment Solutions, Inc. 0.00% No change 30 $7K
Dagco, Inc. 0.00% New 29 $7K
Park Square Financial Group, LLC 0.01% New 28 $7K
SouthState Bank Corp 0.00% New 28 $7K
Dunhill Financial, LLC 0.00% Reduce -3.5% 28 $7K
First Pacific Financial 0.00% No change 26 $6K
Kozak & Associates, Inc. 0.00% New 26 $6K
ORG Partners LLC 0.00% Reduce -98.3% 25 $6K
PSI Advisors, LLC 0.00% No change 24 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 22 $5K
Sachetta, LLC 0.00% Reduce -47.6% 22 $5K
LGT Financial Advisors LLC 0.02% Reduce -90.5% 22 $5K
Nova Wealth Management, Inc. 0.00% New 21 $5K
Hollencrest Capital Management 0.00% No change 21 $5K
Quest 10 Wealth Builders, Inc. 0.01% No change 20 $5K
NFSG Corp 0.00% No change 20 $5K
Abound Wealth Management 0.00% No change 18 $4K
McIlrath & Eck, LLC 0.00% No change 18 $4K
Gables Capital Management Inc. 0.00% No change 17 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $4K
LRI Investments, LLC 0.00% No change 16 $4K
SJS Investment Consulting Inc. 0.00% No change 14 $3K
WealthTrak Capital Management LLC 0.00% Add +44.4% 13 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $3K
Iron Horse Wealth Management, LLC 0.00% Reduce -51.9% 13 $3K
Avion Wealth 0.00% No change 15 $3K
Hughes Financial Services, LLC 0.00% New 12 $3K
Red Tortoise LLC 0.00% No change 12 $3K
Bare Financial Services, Inc 0.00% New 12 $3K
Addison Advisors LLC 0.00% No change 11 $3K
Missouri Trust & Investment Co 0.00% No change 11 $3K
Activest Wealth Management 0.00% Add +0.0% 11 $3K
Raffa Wealth Management, LLC 0.00% No change 11 $3K
SOA Wealth Advisors, LLC. 0.00% No change 11 $3K
HHM Wealth Advisors, LLC 0.00% No change 7 $2K
Atala Financial Inc 0.00% No change 7 $2K
Tortoise Investment Management, LLC 0.00% No change 7 $2K
Dogwood Wealth Management LLC 0.00% New 6 $1K
Clark Wealth Partners 0.00% No change 6 $1K
Bernard Wealth Management Corp. 0.00% New 6 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Horizon Financial Services, LLC 0.00% New 5 $1K
Whipplewood Advisors, LLC 0.00% Add +2620.0% 136 $1K
Rakuten Securities, Inc. 0.00% Add +150.0% 5 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 4 $970
Winnacle Wealth LLC 0.00% Add +33.3% 4 $756
Bay Harbor Wealth Management, LLC 0.00% New 3 $730
Capital A Wealth Management, LLC 0.00% No change 3 $727
Parkworth Wealth Management, Inc. 0.00% No change 3 $727
PEAK6 LLC 0.00% New 3 $608
Transce3nd, LLC 0.00% No change 2 $485
Highline Wealth Partners LLC 0.00% New 2 $485
Rialto Wealth Management, LLC 0.00% New 2 $485
HFM Investment Advisors, LLC 0.00% — 2 $485
Nvwm, LLC 0.00% Add +100.0% 2 $485
CBIZ Investment Advisory Services, LLC 0.00% New 2 $485
Principia Wealth Advisory, LLC 0.00% No change 2 $465
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $243
American Capital Advisory, LLC 0.00% New 1 $243
Chesapeake Asset Management LLC 0.00% No change 1 $242
Ancora Advisors LLC 0.00% No change 1 $242
Greenline Partners, LLC 0.00% New 1 $242
Stonebridge Financial Group, LLC 0.00% New 1 $242

"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.