Broadridge Financial SolutioBR

13F holders, Q2 2025 (June 30)
1,096holders −13
73new positions
77sold out
7famous investors
$242.13avg. 13F price*

At the end of Q2 2025, 1,096 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, down 13 from Q1 2025. 73 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.4B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions73$109.8M
Exits77$162.1M

All 13F filers, Q1 2025 → Q2 2025: 3,837,418 shares bought and 3,491,881 shares sold, net +345,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,096 holders

Vanguard Group Inc. 0.06% Add +2.0% 15,031,420 $3.7B
BlackRock, Inc. 0.05% Reduce -0.4% 10,508,647 $2.6B
State Street Corp. 0.05% Add +0.6% 5,642,154 $1.4B
Morgan Stanley 0.08% Reduce -0.6% 5,060,935 $1.2B
T. Rowe Price Associates Inc. 0.10% Reduce -0.8% 3,532,306 $858.5M
Geode Capital Management, LLC 0.06% Add +4.3% 3,292,241 $797.0M
Janus Henderson Group PLC 0.37% Add +0.7% 3,105,674 $754.8M
T. Rowe Price Investment Management, Inc. 0.35% Add +0.9% 2,262,202 $549.8M
Barclays PLC 0.19% Add +1.4% 1,958,168 $475.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.34% Add +3.6% 1,751,266 $425.6M
Northern Trust Corp. 0.05% Add +2.1% 1,606,128 $390.3M
Stifel Financial Corp. 0.37% Reduce -1.4% 1,552,802 $377.4M
Capital International Investors 0.06% Reduce -1.6% 1,506,043 $366.0M
Invesco Ltd. 0.06% Add +2.5% 1,466,774 $356.5M
APG Asset Management N.V. 1.03% Add +3.2% 1,677,703 $347.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +22.5% 1,319,038 $320.6M
Jensen Investment Management Inc. 3.69% Reduce -6.5% 1,297,083 $315.2M
Wells Fargo & Company 0.07% Add +2.8% 1,225,155 $297.7M
Bahl & Gaynor LLC 1.46% Add +1.9% 1,190,777 $289.4M
Ameriprise Financial Inc. 0.07% Add +10.0% 1,139,533 $276.6M
Navera Investment Management Ltd. 4.95% Reduce -0.3% 1,120,989 $272.3M
Legal & General Group Plc 0.07% Reduce -0.6% 1,082,299 $263.0M
Dimensional Fund Advisors LP 0.06% Add +0.1% 991,687 $241.0M
Fayez Sarofim & Co 0.52% Reduce -0.6% 886,279 $215.4M
Kayne Anderson Rudnick Investment Management LLC 0.50% Add +0.7% 862,933 $209.7M
Bank of America Corp. 0.02% Add +24.2% 850,904 $206.8M
Goldman Sachs Group Inc. 0.03% Add +15.4% 838,331 $203.7M
Bank of New York Mellon Corp 0.04% Reduce -4.4% 831,738 $202.1M
Amundi 0.06% Add +13.4% 752,488 $179.1M
Franklin Resources Inc. 0.05% Reduce -4.3% 712,874 $173.2M
Macquarie Group Ltd. 0.21% Reduce -4.6% 709,998 $172.6M
Charles Schwab Investment Management Inc. 0.03% Add +1.5% 704,850 $171.3M
JPMorgan Chase & Co. 0.01% Add +1.3% 625,899 $152.1M
Confluence Investment Management LLC 2.05% Reduce -2.0% 597,545 $145.2M
Envestnet Asset Management Inc. 0.04% Reduce -8.5% 592,843 $144.1M
Norges Bank 0.02% Add +10.9% 509,451 $123.8M
Alliancebernstein L.P. 0.04% Reduce -7.6% 465,814 $113.2M
Baird Financial Group, Inc. 0.19% Reduce -3.7% 457,291 $111.1M
CIBC Private Wealth Group LLC 0.19% Reduce -0.5% 442,305 $107.5M
Deutsche Bank AG 0.04% Reduce -10.1% 436,380 $106.1M
California Public Employees Retirement System 0.07% Reduce -15.5% 434,693 $105.6M
Corient Private Wealth LP 0.14% Add +5.4% 430,647 $105.0M
Rathbones Group PLC 0.45% Reduce -1.3% 431,580 $104.9M
UBS Group AG 0.02% Reduce -27.9% 416,587 $101.2M
Captrust Financial Advisors 0.22% Reduce -0.6% 405,397 $98.5M
Principal Financial Group Inc. 0.05% Reduce -1.8% 397,602 $96.6M
Parnassus Investments, LLC 0.22% Reduce -10.4% 392,798 $95.5M
Raymond James Financial Inc. 0.03% Add +0.2% 392,359 $95.4M
Nuveen, LLC 0.03% Add +1.8% 383,743 $93.3M
Earnest Partners LLC 0.40% Add +0.5% 365,649 $88.9M
Swiss National Bank 0.05% Add +7.4% 354,200 $86.1M
Millennium Management 0.07% Add +156.6% 332,143 $80.7M
HSBC Holdings PLC 0.05% Reduce -4.2% 325,092 $78.9M
Fenimore Asset Management Inc 1.54% Add +0.7% 316,531 $76.9M
First Trust Advisors LP 0.06% Add +27.4% 314,912 $76.5M
LPL Financial LLC 0.03% Add +1.9% 309,068 $75.1M
American Century Companies Inc. 0.04% Add +10.7% 279,069 $67.8M
Royal Bank of Canada 0.01% Reduce -14.3% 274,867 $66.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +4.2% 271,841 $66.1M
Rhumbline Advisers 0.05% Add +0.7% 263,702 $64.1M
King Luther Capital Management Corp. 0.28% Reduce -1.1% 262,508 $63.8M
AQR Capital Management 0.05% Add +25.1% 264,082 $63.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.56% Reduce -1.2% 258,455 $62.8M
Ninety One UK Ltd 0.15% Reduce -5.5% 258,035 $62.7M
Schwartz Investment Counsel Inc. 1.98% No change 247,350 $60.1M
Balyasny Asset Management L.P. 0.14% Reduce -38.2% 242,310 $58.9M
Qube Research & Technologies Ltd 0.08% Reduce -22.4% 230,534 $56.0M
TD Asset Management Inc 0.05% Reduce -5.4% 218,643 $53.1M
GW&K Investment Management, LLC 0.48% Reduce -2.0% 218,499 $53.1M
Nordea Investment Management AB 0.05% Add +40.8% 220,314 $52.9M
California State Teachers Retirement System 0.06% Add +18.6% 212,354 $51.6M
B. Metzler seel. Sohn & Co. AG 0.45% Reduce -5.7% 195,612 $47.5M
BNP Paribas Financial Markets 0.04% Add +15.3% 191,112 $46.4M
Canada Pension Plan Investment Board 0.04% Add +3.8% 186,290 $45.3M
Assenagon Asset Management S.A. 0.07% Reduce -26.6% 179,671 $43.7M
Benjamin Edwards Inc. 0.54% Add +0.8% 175,619 $42.7M
National Pension Service 0.04% Add +0.8% 171,777 $41.7M
Anchor Capital Advisors LLC 1.23% Reduce -4.7% 171,773 $41.7M
Mackenzie Financial Corp. 0.05% Reduce -8.8% 160,831 $39.1M
Focus Partners Wealth 0.08% Add +0.6% 154,006 $37.5M
Aberdeen Group plc 0.06% Add +22.8% 151,879 $36.5M
CANADA LIFE ASSURANCE Co 0.06% Reduce -5.5% 143,600 $34.9M
Zacks Investment Management 0.29% Add +1.1% 139,877 $34.0M
Russell Investments Group, Ltd. 0.04% Add +10.9% 139,617 $33.9M
AXA S.A. 0.10% Add +53.1% 138,166 $33.6M
ASR Vermogensbeheer N.V. 0.42% Add +1.3% 132,095 $32.1M
Public Employees Retirement Association of Colorado 0.12% Reduce -0.2% 131,851 $32.0M
Neuberger Berman Group LLC 0.02% Add +566.8% 129,959 $31.6M
Natixis Advisors, LLC 0.05% Add +8.8% 128,050 $31.1M
Victory Capital Management Inc. 0.02% Add +55.9% 117,739 $28.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +3.7% 116,051 $28.2M
State Board of Administration of Florida Retirement System 0.05% Add +1.3% 113,920 $27.7M
Bath Savings Trust Co 2.76% Reduce -0.5% 112,351 $27.3M
Aptus Capital Advisors, LLC 0.27% Add +8.3% 111,464 $27.1M
Korea Investment CORP 0.06% Add +36.9% 109,390 $26.6M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +250.5% 107,459 $26.1M
Citigroup Inc. 0.02% Reduce -22.4% 107,215 $26.1M
Royal London Asset Management Ltd. 0.06% Reduce -2.0% 105,777 $25.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -6.5% 105,695 $25.7M
London Co. of Virginia 0.14% Reduce -45.4% 104,670 $25.4M
Dearborn Partners LLC 1.19% Add +0.9% 103,671 $25.2M
Teacher Retirement System of Texas 0.11% Reduce -21.1% 103,390 $25.1M
Wendell David Associates Inc. 2.47% Reduce -1.4% 100,929 $24.5M
FMR LLC 0.00% Add +7.3% 99,918 $24.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -4.2% 99,014 $24.1M
Geneva Capital Management LLC 0.40% Add +3.4% 97,511 $23.7M
New York State Teachers Retirement System 0.05% Add +2.8% 90,148 $21.9M
National Bank of Canada 0.02% Reduce -11.8% 88,429 $21.5M
Motley Fool Wealth Management, LLC 1.29% Reduce -10.4% 88,108 $21.4M
Aviva PLC 0.04% Reduce -34.4% 87,437 $21.2M
Bank of Montreal 0.01% Reduce -27.8% 86,738 $21.1M
Truist Financial Corp. 0.03% Reduce -5.9% 86,650 $21.1M
Walter Public Investments Inc. 3.55% Reduce -1.0% 86,140 $20.9M
Andra AP-fonden 0.29% Add +15.4% 85,400 $20.8M
Caisse de depot et placement du Quebec 0.04% New 85,056 $20.7M
Storebrand Asset Management As 0.06% Reduce -1.7% 84,658 $20.6M
New York State Common Retirement Fund 0.03% Add +1.7% 82,543 $20.1M
Congress Asset Management Co. 0.14% Reduce -1.3% 81,872 $19.9M
CW Advisors, LLC 0.19% Reduce -1.1% 81,531 $19.8M
Nicholas Company, Inc. 0.33% Reduce -0.0% 81,524 $19.8M
Waratah Capital Advisors Ltd. 1.32% Add +40.7% 79,692 $19.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +5.5% 76,604 $18.6M
Forsta Ap-Fonden 0.12% Add +35.1% 73,500 $17.9M
Federated Hermes, Inc. 0.03% Add +69.1% 73,377 $17.8M
Pinebridge Investments, L.P. 0.14% Add +4.9% 71,857 $17.5M
Kelly Lawrence W & Associates Inc. 4.60% Reduce -4.4% 70,747 $17.2M
Running Oak Capital LLC 1.89% Add +3.0% 69,886 $17.0M
Pictet Asset Management Holding SA 0.02% Add +0.6% 69,861 $17.0M
State of Wisconsin Investment Board 0.04% Add +4.7% 69,443 $16.9M
NorthCoast Asset Management LLC 0.07% Add +162.9% 69,053 $16.8M
Crossmark Global Holdings, Inc. 0.27% Add +14.0% 67,711 $16.5M
Voya Investment Management LLC 0.02% Add +1.7% 67,176 $16.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.7% 66,384 $16.1M
Prudential Financial Inc. 0.02% Add +9.3% 66,379 $16.1M
CIBC Asset Management Inc 0.05% Add +15.5% 64,628 $15.7M
Public Employees Retirement System of Ohio 0.05% Reduce -4.8% 63,780 $15.5M
First National Bank of Omaha 0.98% Reduce -1.0% 62,265 $15.1M
Chevy Chase Trust Holdings, LLC 0.04% Add +1.1% 62,043 $15.1M
Douglas Lane & Associates, LLC 0.21% Reduce -2.8% 60,735 $14.8M
Allianz Asset Management GmbH 0.02% Add +77.2% 59,863 $14.5M
McRae Capital Management Inc. 2.92% Reduce -2.2% 58,629 $14.2M
Advisors Asset Management, Inc. 0.25% Reduce -3.3% 58,539 $14.2M
WASHINGTON TRUST Co 0.50% Reduce -0.5% 58,067 $14.1M
Danske Bank A/S 0.04% Add +1.2% 58,067 $14.1M
FineMark National Bank & Trust 0.48% Reduce -0.1% 57,450 $14.0M
Susquehanna Fundamental Investments, LLC 0.37% Reduce -35.5% 57,248 $13.9M
Worldquant Millennium Advisors LLC 0.07% Reduce -57.0% 55,527 $13.5M
DekaBank Deutsche Girozentrale 0.02% Add +0.9% 55,970 $13.4M
Asset Management One Co., Ltd. 0.04% Add +2.8% 55,026 $13.4M
Commerce Bank 0.08% Add +1.4% 54,536 $13.3M
Treasurer of the State of North Carolina 0.04% Add +1.6% 54,439 $13.2M
GHP Investment Advisors, Inc. 0.58% Add +5.9% 54,090 $13.1M
Robeco Institutional Asset Management B.V. 0.02% Reduce -10.6% 53,433 $13.0M
Sei Investments Co. 0.01% Add +26.3% 52,936 $12.9M
Abacus FCF Advisors LLC 1.80% New 52,935 $12.9M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -56.9% 52,600 $12.8M
Addenda Capital Inc. 0.46% Add +2.0% 52,210 $12.7M
Gotham Asset Management 0.08% Add +45.2% 51,954 $12.6M
Alley Investment Management Company, LLC 1.51% Reduce -0.7% 51,352 $12.5M
Swiss Life Asset Management Ltd 0.07% Reduce -2.0% 50,805 $12.3M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 50,781 $12.3M
Quantinno Capital Management LP 0.05% Add +2.5% 50,664 $12.3M
US Bancorp \de 0.02% Reduce -3.7% 50,571 $12.3M
HighTower Advisors, LLC 0.02% Reduce -58.4% 49,797 $12.1M
Citadel Advisors 0.01% Reduce -84.6% 49,793 $12.1M
Schroder Investment Management Group 0.01% Add +31.7% 48,944 $11.9M
Sienna Gestion 0.81% Add +9.9% 52,784 $11.7M
Toronto Dominion Bank 0.03% Reduce -16.0% 47,637 $11.6M
Handelsbanken Fonder AB 0.04% Add +27.4% 47,113 $11.4M
Southernsun Asset Management, LLC 1.60% Reduce -1.4% 46,768 $11.4M
Ensign Peak Advisors, Inc 0.02% Add +2.2% 46,741 $11.4M
Mn Services Vermogensbeheer B.V. 0.08% Add +5.2% 44,730 $10.9M
LBP Am SA 0.15% New 44,594 $10.8M
Integrated Wealth Concepts LLC 0.11% Add +44.2% 43,789 $10.6M
Nisa Investment Advisors, LLC 0.05% Add +0.8% 43,211 $10.5M
ProShare Advisors LLC 0.02% Reduce -6.7% 43,351 $10.5M
Comerica Bank 0.04% Reduce -1.2% 43,338 $10.5M
Mattern Capital Management, LLC 1.23% Add +0.3% 42,259 $10.3M
Swedbank AB 0.01% Add +56.3% 42,074 $10.2M
KLP Kapitalforvaltning As 0.04% Add +2.2% 41,400 $10.1M
MML Investors Services, LLC 0.03% Reduce -9.8% 41,287 $10.0M
Santa Monica Partners LP 5.78% No change 40,793 $9.9M
STRS Ohio 0.04% Reduce -10.4% 40,785 $9.9M
Resona Asset Management Co.,Ltd. 0.05% Add +4.9% 40,849 $9.9M
Apollon Wealth Management, LLC 0.20% Add +16.8% 40,638 $9.9M
O'shaughnessy Asset Management, LLC 0.07% Add +36.1% 40,156 $9.8M
Prudential PLC 0.06% Reduce -19.4% 39,090 $9.5M
Nomura Asset Management Co. Ltd. 0.03% Add +6.5% 39,004 $9.5M
McCollum Christoferson Group LLC 2.81% Reduce -0.0% 38,919 $9.5M
Vision Capital Management, Inc. 1.23% Add +2.6% 38,630 $9.4M
Motley Fool Asset Management LLC 0.43% Reduce -2.1% 38,599 $9.4M
Marks Group Wealth Management, Inc 0.87% Reduce -2.5% 38,506 $9.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +31.8% 38,142 $9.3M
Lyell Wealth Management, LP 0.73% Add +5.9% 38,127 $9.3M
Crown Oak Advisors, LLC 4.38% Add +0.6% 38,092 $9.3M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -1.2% 37,362 $9.1M
Mariner, LLC 0.01% Add +2.3% 37,329 $9.1M
SVB Wealth LLC 0.47% Reduce -33.1% 36,360 $8.8M
Van Lanschot Kempen Investment Management N.V. 0.08% New 36,198 $8.8M
State of New Jersey Common Pension Fund D 0.03% No change 35,742 $8.7M
American Money Management, LLC 1.53% Add +5.1% 35,638 $8.7M
Empowered Funds, LLC 0.10% Add +800.5% 35,633 $8.7M
SG Americas Securities, LLC 0.04% Add +58.1% 35,047 $8.5M
MetLife Investment Management, LLC 0.05% Reduce -0.9% 34,733 $8.4M
Arizona State Retirement System 0.05% Add +1.2% 34,203 $8.3M
Northstar Group, Inc. 1.34% Reduce -0.5% 34,008 $8.3M
Rockefeller Capital Management L.P. 0.02% Add +4.0% 33,892 $8.2M
Blair William & Co. 0.02% Reduce -3.1% 33,808 $8.2M
MAI Capital Management 0.06% Add +1.5% 33,629 $8.2M
Boston Trust Walden Corp 0.06% Reduce -1.2% 32,819 $8.0M
Allworth Financial LP 0.04% Add +2191.8% 32,497 $7.9M
AdvisorShares Investments LLC 1.40% Add +2.4% 32,034 $7.8M
State of Michigan Retirement System 0.04% Add +0.6% 31,960 $7.8M
Man Group plc 0.02% Reduce -66.1% 31,717 $7.7M
Los Angeles Capital Management LLC 0.03% Add +42.3% 31,524 $7.7M
Aureus Asset Management, LLC 0.49% Reduce -0.9% 31,413 $7.6M
O'Brien Greene & Co. Inc 2.47% Reduce -3.2% 31,018 $7.5M
Cetera Investment Advisers 0.01% Reduce -1.5% 30,839 $7.5M
Kestra Private Wealth Services, LLC 0.11% Add +3.3% 30,789 $7.5M
Xponance LLC 0.06% Add +15.3% 30,725 $7.5M
Palmer Knight Co 3.15% Reduce -0.1% 30,370 $7.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -6.9% 30,077 $7.3M
Shell Asset Management Co. 0.25% Add +87.9% 30,069 $7.3M
Numerai GP LLC 1.04% New 29,820 $7.2M
Atria Investments, Inc 0.09% Reduce -4.3% 29,769 $7.2M
Ethic Inc. 0.13% Add +6.1% 30,098 $7.2M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +23.0% 29,495 $7.2M
IFM Investors Pty Ltd 0.07% Add +5.3% 29,322 $7.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.7% 28,808 $7.0M
Czech National Bank 0.05% Add +6.8% 28,712 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.6% 28,482 $6.9M
Suncoast Equity Management 0.70% Add +2.7% 28,116 $6.8M
Brown Advisory Inc. 0.01% Add +2.5% 27,983 $6.8M
Northstar Asset Management Inc. 1.83% Add +43.2% 27,288 $6.6M
Brady Family Wealth, LLC 2.05% Reduce -1.7% 27,240 $6.6M
Erste Asset Management GmbH 0.06% Add +66.1% 27,530 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -3.8% 26,963 $6.6M
M&T Bank Corp 0.02% Reduce -12.2% 26,786 $6.5M
Axxcess Wealth Management, LLC 0.16% Add +1.9% 26,786 $6.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.9% 26,777 $6.5M
Amalgamated Bank 0.05% Add +2.0% 26,578 $6.5M
Quantbot Technologies LP 0.16% New 26,435 $6.4M
DNB Asset Management AS 0.03% Add +1.7% 26,311 $6.4M
Creative Planning 0.01% Add +2.2% 25,807 $6.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% Reduce -16.6% 25,727 $6.3M
Cerity Partners LLC 0.01% Add +8.5% 25,523 $6.2M
Retirement Systems of Alabama 0.02% Add +0.2% 25,204 $6.1M
State of Tennessee, Department of Treasury 0.02% Add +5.6% 25,105 $6.1M
New Age Alpha Advisors, LLC 0.27% Reduce -5.2% 24,993 $6.1M
Assetmark, Inc. 0.01% Add +123.0% 24,776 $6.0M
Daiwa Securities Group Inc. 0.02% Add +11.9% 24,409 $5.9M
ING Groep NV 0.04% Reduce -45.9% 24,356 $5.9M
Core Alternative Capital 1.60% Reduce -9.7% 24,079 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +6.1% 23,896 $5.8M
Level Four Advisory Services, LLC 0.21% Add +0.6% 23,730 $5.8M
Cullen/Frost Bankers, Inc. 0.07% Reduce -2.5% 23,540 $5.7M
Signal Advisors Wealth, LLC 0.44% Add +8.4% 23,339 $5.7M
Zevenbergen Capital Investments LLC 0.11% Reduce -20.0% 23,045 $5.6M
NewEdge Advisors, LLC 0.03% Add +16.1% 23,021 $5.6M
Intech Investment Management LLC 0.05% Reduce -30.9% 22,916 $5.6M
Fifth Third Bancorp 0.02% Reduce -1.4% 22,859 $5.6M
Bryn Mawr Trust Advisors, LLC 0.30% Reduce -0.3% 22,858 $5.6M
Groupe la Francaise 0.09% Add +18.5% 22,925 $5.5M
Hamilton Point Investment Advisors, LLC 0.91% Reduce -2.5% 22,707 $5.5M
Pathstone Holdings, LLC 0.02% Add +4.2% 21,822 $5.3M
Van Eck Associates Corp. 0.01% Reduce -2.8% 21,047 $5.1M
Tredje AP-fonden 0.04% Add +12.3% 20,678 $5.0M
Occidental Asset Management, LLC 0.69% Add +1.0% 20,652 $5.0M
Lombard Odier Asset Management (Europe) Ltd 0.43% Reduce -48.9% 20,308 $4.9M
USS Investment Management Ltd 0.03% Add +0.3% 20,105 $4.9M
Griffin Asset Management, Inc. 0.57% Reduce -0.4% 19,908 $4.8M
Kensington Investment Counsel, LLC 2.06% Add +3.1% 19,802 $4.8M
Burney Co./ 0.16% Reduce -2.1% 19,702 $4.8M
Evexia Wealth LLC 1.50% New 19,984 $4.8M
Stratos Wealth Partners, LTD. 0.06% Add +2.8% 19,407 $4.7M
Natixis 0.02% Add +160.1% 19,313 $4.7M
Utah Retirement Systems 0.05% Reduce -0.7% 19,251 $4.7M
Woodley Farra Manion Portfolio Management Inc. 0.22% Add +0.9% 18,870 $4.6M
Bontempo Ohly Capital Mgmt LLC 2.07% Reduce -0.1% 18,778 $4.6M
KBC Group NV 0.01% Reduce -8.1% 18,600 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -0.3% 18,441 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -17.6% 18,416 $4.5M
Bell Asset Management Ltd 0.98% Reduce -16.4% 18,378 $4.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 18,059 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.2% 17,830 $4.3M
Allen Capital Group, LLC 0.45% Add +9.5% 17,725 $4.3M
Princeton Global Asset Management LLC 0.78% Reduce -2.3% 17,707 $4.3M
New York Life Investment Management LLC 0.04% Add +1.6% 17,597 $4.3M
Parsons Capital Management Inc. 0.26% Reduce -3.7% 17,488 $4.3M
Independent Advisor Alliance 0.12% Add +4.2% 17,393 $4.2M
Security National Bank 0.72% Reduce -10.8% 17,228 $4.2M
Long Road Investment Counsel, LLC 1.56% Reduce -0.7% 17,225 $4.2M
State of Alaska, Department of Revenue 0.04% Add +25.2% 17,196 $4.2M
Bank of Nova Scotia 0.01% Reduce -51.9% 17,092 $4.2M
Candriam S.C.A. 0.02% Add +9.4% 17,004 $4.1M
Middleton & Co. Inc. 0.46% Reduce -6.9% 16,940 $4.1M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +236.2% 16,706 $4.1M
Steward Partners Investment Advisory, LLC 0.03% Add +10.3% 16,664 $4.0M
First National Advisers, LLC 0.59% Add +3.5% 16,571 $4.0M
Oak Thistle LLC 0.59% Add +224.1% 16,477 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -11.4% 16,350 $4.0M
Nordwand Advisors, LLC 0.62% New 16,270 $4.0M
Investment Management Corp of Ontario 0.06% Reduce -3.0% 16,058 $3.9M
BDF-Gestion 0.44% Reduce -9.8% 16,015 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.8% 15,994 $3.9M
CHB Investment Group, LLC 1.94% New 15,672 $3.8M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.1% 15,652 $3.8M
Lido Advisors, LLC 0.02% Add +20.3% 15,610 $3.8M
Intrust Bank NA 0.34% Reduce -5.5% 15,622 $3.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% Add +14.4% 15,523 $3.8M
Elo Mutual Pension Insurance Co 0.08% Add +0.1% 15,199 $3.7M
Pacer Advisors, Inc. 0.01% Add +31.0% 15,108 $3.7M
Vanguard Personalized Indexing Management, LLC 0.04% Add +7.3% 15,062 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +4.8% 14,961 $3.6M
Advisory Services Network, LLC 0.06% Add +14.7% 14,519 $3.6M
Cibc World Markets Corp. 0.02% Add +4.6% 14,762 $3.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.2% 14,423 $3.5M
Second Line Capital, LLC 0.81% Add +4.3% 14,284 $3.5M
Modern Wealth Management, LLC 0.08% Add +1.0% 14,120 $3.4M
Guardian Wealth Advisors, LLC / NC 0.24% Add +6.9% 13,997 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -11.5% 13,952 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.0% 13,910 $3.4M
Dean Investment Associates, LLC 0.48% Add +5.1% 13,500 $3.3M
D. E. Shaw & Co. 0.00% Reduce -36.3% 13,487 $3.3M
Mutual of America Capital Management LLC 0.04% Reduce -1.0% 13,473 $3.3M
Flputnam Investment Management Co. 0.06% Add +0.6% 13,448 $3.3M
HBK Sorce Advisory LLC 0.09% Add +2.5% 13,300 $3.2M
Susquehanna International Group, LLP 0.00% Add +33.9% 13,079 $3.2M
Regions Financial Corp. 0.02% Add +31.3% 13,008 $3.2M
Agf Management Ltd. 0.01% Add +12.1% 12,982 $3.2M
R.m.sincerbeaux Capital Management LLC 1.77% No change 12,900 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -15.2% 12,899 $3.1M
Strengthening Families & Communities, LLC 1.74% Reduce -2.3% 12,846 $3.1M
OP Asset Management Ltd 0.05% Add +4.8% 12,757 $3.1M
Woodline Partners LP 0.02% Add +28.5% 12,706 $3.1M
Appleton Partners Inc. 0.22% Reduce -5.2% 12,645 $3.1M
&partners 0.02% Add +85.1% 12,623 $3.1M
Zions Bancorporation, National Association 0.16% Reduce -3.6% 12,363 $3.0M
Capital Group Private Client Services, Inc. 0.03% Reduce -9.9% 12,254 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -1.6% 12,137 $2.9M
Generali Asset Management SPA SGR 0.07% Add +61.3% 12,129 $2.9M
Pinnacle Associates Ltd. 0.04% Reduce -3.2% 12,123 $2.9M
Tilia Fiduciary Partners, Inc. 1.79% Add +1.2% 12,076 $2.9M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.8% 12,073 $2.9M
Trexquant Investment LP 0.03% New 11,966 $2.9M
Concurrent Investment Advisors, LLC 0.06% Add +2.0% 11,901 $2.9M
Horizon Investments, LLC 0.05% Add +608.0% 11,895 $2.9M
Dark Forest Capital Management LP 0.12% Add +390.0% 11,883 $2.9M
Roundview Capital LLC 0.19% Add +1.0% 11,667 $2.8M
Kintegral Advisory, LLC 0.26% Reduce -0.1% 11,536 $2.8M
Engineers Gate Manager LP 0.03% Add +453.9% 11,559 $2.8M
Voleon Capital Management LP 0.15% Add +2.8% 11,555 $2.8M
Townsquare Capital LLC 0.27% Reduce -63.6% 11,544 $2.8M
Tidal Investments LLC 0.02% Add +8.7% 11,445 $2.8M
Merit Financial Group, LLC 0.03% Add +18.7% 11,434 $2.8M
Kestra Advisory Services, LLC 0.01% Add +16.1% 11,379 $2.8M
Mercer Global Advisors Inc. 0.01% Reduce -16.1% 11,329 $2.8M
Westpac Banking Corp. 0.18% No change 11,175 $2.7M
Transcend Capital Advisors, LLC 0.21% Reduce -13.0% 11,168 $2.7M
Coldstream Capital Management Inc. 0.04% Reduce -6.0% 10,941 $2.7M
Cynosure Group, LLC 0.30% Add +634.3% 10,853 $2.6M
American Trust 0.25% Add +1.2% 10,767 $2.6M
Avantax Advisory Services, Inc. 0.01% Reduce -8.7% 10,620 $2.6M
Rafferty Asset Management, LLC 0.01% Add +21.4% 10,607 $2.6M
Siemens Fonds Invest GmbH 0.15% Add +2.9% 10,533 $2.6M
Ieq Capital, LLC 0.02% Add +3.7% 10,531 $2.6M
Wealthfront Advisers LLC 0.01% Add +6.7% 10,513 $2.6M
Hantz Financial Services, Inc. 0.04% Reduce -25.9% 10,366 $2.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +4.8% 10,181 $2.5M
Wimmer Associates 1, LLC 1.26% Add +0.1% 10,135 $2.5M
Oregon Public Employees Retirement Fund 0.04% Add +1.0% 10,135 $2.5M
Mraz, Amerine & Associates, Inc. 0.39% Reduce -2.0% 10,024 $2.4M
Greenleaf Trust 0.02% Reduce -1.7% 9,832 $2.4M
Janney Montgomery Scott LLC 0.01% Reduce -23.5% 9,683 $2.4M
Vestmark Advisory Solutions, Inc. 0.03% Add +19.8% 9,530 $2.3M
Lantz Financial LLC 0.58% Reduce -1.4% 9,520 $2.3M
Illinois Municipal Retirement Fund 0.03% Add +22.6% 9,519 $2.3M
Waterloo Capital, L.P. 0.19% Add +6.1% 9,457 $2.3M
Fiduciary Trust Co 0.03% Reduce -9.9% 9,263 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +2.0% 9,172 $2.2M
Park Avenue Securities LLC 0.02% New 9,153 $2.2M
Public Sector Pension Investment Board 0.01% Reduce -43.7% 8,994 $2.2M
Avanza Fonder AB 0.06% Add +3.1% 8,940 $2.2M
Railway Pension Investments Ltd 0.03% Add +39.1% 8,900 $2.2M
Simplicity Wealth,LLC 0.09% Add +38.8% 8,890 $2.2M
Logan Capital Management Inc. 0.10% Reduce -27.0% 8,866 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -15.3% 8,854 $2.2M
Machina Capital S.A.S. 0.44% Add +16.0% 8,687 $2.1M
NEOS Investment Management LLC 0.03% Add +25.9% 8,668 $2.1M
Leavell Investment Management, Inc. 0.09% Reduce -2.6% 8,632 $2.1M
Park Place Capital Corp 0.48% Reduce -3.3% 8,538 $2.1M
Lee Financial Co 0.29% Add +10.4% 8,406 $2.0M
Rwa Wealth Partners, LLC 0.03% No change 8,354 $2.0M
First Citizens Bank & Trust Co. 0.04% Reduce -3.9% 8,354 $2.0M
Naples Global Advisors, LLC 0.17% Reduce -1.1% 8,251 $2.0M
Metis Global Partners, LLC 0.05% Reduce -18.5% 8,147 $2.0M
Mizuho Securities USA LLC 0.04% — 8,120 $2.0M
Element Squared LLC 1.22% — 8,053 $2.0M
QRG Capital Management, Inc. 0.02% Reduce -3.6% 8,030 $2.0M
Sentry LLC 0.39% No change 7,948 $1.9M
1832 Asset Management L.P. 0.00% Reduce -52.2% 7,854 $1.9M
Cwm, LLC 0.01% Add +1.9% 7,827 $1.9M
Horizon Kinetics Asset Management LLC 0.02% Add +17.6% 7,761 $1.9M
Two Sigma Investments, LP 0.00% Add +801.4% 7,590 $1.8M
Kentucky Retirement Systems 0.05% Reduce -6.2% 7,502 $1.8M
Vontobel Holding Ltd. 0.01% Reduce -1.0% 7,498 $1.8M
Norinchukin Bank, The 0.03% Add +15.8% 7,462 $1.8M
Wellington Management Group LLP 0.00% Add +27.6% 7,461 $1.8M
Whittier Trust Co. 0.02% Add +3.9% 7,411 $1.8M
Knollwood Investment Advisory, LLC 0.17% No change 7,385 $1.8M
Dean Capital Management 0.73% Add +5.7% 7,353 $1.8M
Copeland Capital Management, LLC 0.04% Reduce -92.3% 7,276 $1.8M
First National Trust Co 0.07% No change 7,200 $1.7M
Boyar Asset Management Inc. 1.14% Add +0.0% 7,182 $1.7M
Hartford Investment Management Co. 0.06% Reduce -0.3% 7,106 $1.7M
Trueblood Wealth Management, LLC 0.71% Reduce -0.0% 7,029 $1.7M
Prescott Group Capital Management, L.L.C. 0.20% No change 7,000 $1.7M
Koshinski Asset Management, Inc. 0.13% Add +17.7% 6,993 $1.7M
Welch & Forbes LLC 0.02% Reduce -0.1% 6,906 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -21.6% 6,841 $1.7M
Y-Intercept (Hong Kong) Ltd 0.04% New 6,823 $1.7M
Callan Family Office, LLC 0.05% Add +23.4% 6,791 $1.7M
EP Wealth Advisors, LLC 0.01% Add +13.1% 6,757 $1.6M
Kesler, Norman & Wride, LLC 0.29% Reduce -1.1% 6,752 $1.6M
Nicholson Wealth Management Group, LLC 1.00% Add +1.8% 6,677 $1.6M
New Millennium Group LLC 0.89% Add +12925.5% 6,643 $1.6M
Jump Financial, LLC 0.02% Reduce -80.8% 6,627 $1.6M
Hilton Capital Management, LLC 0.13% Reduce -11.6% 6,594 $1.6M
Dynasty Wealth Management, LLC 0.03% Reduce -2.2% 6,468 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.07% — 6,321 $1.5M
Henshaw Capital LLC 0.06% Add +0.4% 6,257 $1.5M
Thrivent Financial for Lutherans 0.00% Add +0.5% 6,247 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -1.6% 6,200 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -1.6% 6,156 $1.5M
Cornercap Investment Counsel Inc. 0.78% Add +86.0% 6,141 $1.5M
Crawford Investment Counsel Inc. 0.03% Add +6.1% 6,081 $1.5M
Ashton Thomas Private Wealth, LLC 0.05% Add +54.5% 6,048 $1.5M
EntryPoint Capital, LLC 0.74% New 6,049 $1.5M
TCTC Holdings, LLC 0.05% No change 6,047 $1.5M
EFG Asset Management (Americas) Corp. 0.27% Reduce -14.2% 6,005 $1.5M
Lanark Financial, Inc. 0.12% Add +2.9% 5,966 $1.4M
Scott Marsh Financial, LLC 0.54% — 5,948 $1.4M
Achmea Investment Management B.V. 0.02% Add +13.1% 5,880 $1.4M
Gulf International Bank (UK) Ltd 0.05% Reduce -15.9% 5,875 $1.4M
Cannell & Spears LLC 0.03% Reduce -0.0% 5,871 $1.4M
Compound Planning, Inc. 0.05% Add +22.3% 5,844 $1.4M
Summit Financial, LLC 0.03% Add +0.7% 5,791 $1.4M
Mirabaud Asset Management Ltd 0.65% Reduce -5.5% 5,849 $1.4M
Bluespring Wealth Management, LLC 0.13% Reduce -0.6% 5,738 $1.4M
Board of the Pension Protection Fund 1.50% Add +83.9% 5,700 $1.4M
Maryland State Retirement & Pension System 0.03% Add +3.5% 5,664 $1.4M
Manning & Napier Advisors LLC 0.02% Reduce -20.9% 5,583 $1.4M
Centaurus Financial, Inc. 0.08% Reduce -0.8% 5,545 $1.3M
Ostrum Asset Management 0.06% Reduce -2.0% 5,536 $1.3M
Farther Finance Advisors, LLC 0.03% Add +56.1% 5,530 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.6% 5,467 $1.3M
Lord & Richards Wealth Management, LLC 1.40% Add +10.1% 5,504 $1.3M
New Mexico Educational Retirement Board 0.04% No change 5,450 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 5,450 $1.3M
Tributary Capital Management, LLC 0.12% Add +3.5% 5,388 $1.3M
LVW Advisors, LLC 0.14% Add +19.5% 5,226 $1.3M
Savant Capital, LLC 0.01% Add +4.9% 5,217 $1.3M
Vident Advisory, LLC 0.01% Add +2.9% 5,180 $1.3M
Principal Securities, Inc. 0.02% Reduce -21.7% 5,139 $1.2M
Cibc World Market Inc. 0.00% Reduce -72.6% 5,101 $1.2M
Jones Financial Companies LLLP 0.00% Add +23.7% 5,161 $1.2M
HB Wealth Management, LLC 0.01% Reduce -2.6% 5,068 $1.2M
Keeler Thomas Management LLC 0.52% New 5,014 $1.2M
J. Safra Sarasin Holding AG 0.02% Add +23.3% 4,988 $1.2M
MorganRosel Wealth Management, LLC 0.33% Add +24.3% 4,971 $1.2M
Verition Fund Management LLC 0.01% Add +33.5% 4,920 $1.2M
Burling Wealth Partners, LLC 0.22% Reduce -22.5% 4,893 $1.2M
HighPoint Advisor Group LLC 0.06% Reduce -1.4% 4,886 $1.2M
NewEdge Wealth, LLC 0.02% Add +3.9% 4,434 $1.2M
FORA Capital, LLC 0.13% New 4,832 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -5.1% 4,824 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% No change 4,793 $1.2M
Silvercrest Asset Management Group LLC 0.01% Add +0.5% 4,773 $1.2M
Montag & Caldwell, LLC 0.25% No change 4,730 $1.1M
Prospera Financial Services Inc 0.02% Reduce -7.8% 4,728 $1.1M
Catalyst Capital Advisors LLC 0.02% Reduce -11.9% 4,715 $1.1M
Dakota Wealth Management 0.02% Add +13.5% 4,711 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +235.8% 4,685 $1.1M
Menard Financial Group LLC 0.67% Reduce -2.5% 4,607 $1.1M
Magnetar Financial LLC 0.01% New 4,600 $1.1M
Tiaa Trust, National Association 0.00% Add +0.8% 4,545 $1.1M
iA Global Asset Management Inc. 0.02% Add +392.7% 4,513 $1.1M
Vinva Investment Management Ltd 0.03% Add +319.6% 4,565 $1.1M
Brevan Howard Capital Management LP 0.01% Add +107.1% 4,489 $1.1M
Panagora Asset Management Inc. 0.00% Add +15.4% 4,475 $1.1M
Choreo, LLC 0.02% Add +3.4% 4,441 $1.1M
GAMMA Investing LLC 0.07% Add +8.8% 4,444 $1.1M
Eukles Asset Management 0.43% Add +1.8% 4,367 $1.1M
Capital International, Inc. 0.01% Reduce -2.4% 4,348 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +8.5% 4,273 $1.0M
PFG Investments, LLC 0.06% Add +0.3% 4,250 $1.0M
Creekmur Asset Management LLC 0.18% Add +48.8% 4,230 $1.0M
OMERS ADMINISTRATION Corp 0.01% No change 4,225 $1.0M
Prana Capital Management, LP 0.04% Reduce -90.6% 4,165 $1.0M
Impax Asset Management Group plc 0.01% New 4,150 $1.0M
Geneos Wealth Management Inc. 0.02% Add +124.3% 4,138 $1.0M
Voloridge Investment Management, LLC 0.00% Reduce -95.8% 4,119 $1.0M
Empirical Finance, LLC 0.05% Add +0.8% 4,069 $989K
Diversify Advisory Services, LLC 0.04% New 3,763 $988K
Biltmore Family Office, LLC 0.17% No change 4,015 $979K
Kelleher Financial Advisors 0.34% Reduce -2.2% 4,005 $973K
Bank Ozk 0.37% No change 4,000 $972K
Coastal Bridge Advisors, LLC 0.08% New 3,986 $969K
Oppenheimer & Co. Inc. 0.01% Reduce -1.4% 3,929 $955K
DT Investment Partners, LLC 0.08% No change 3,870 $941K
Vestcor Inc 0.03% Add +61.3% 3,817 $928K
ABLE Financial Group, LLC 0.22% Add +9.9% 3,809 $926K
Ritholtz Wealth Management 0.02% Add +153.8% 3,799 $923K
Accredited Investors Inc. 0.05% No change 3,799 $923K
Swmg, LLC 0.31% Add +16.0% 3,621 $914K
Smallwood Wealth Investment Management, LLC 0.52% Add +4.9% 3,748 $911K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 3,747 $911K
MGB Wealth Management, LLC 0.30% Reduce -3.3% 3,748 $909K
Mission Wealth Management, LP 0.02% Add +2.9% 3,740 $909K
Sherbrooke Park Advisers LLC 0.39% Add +145.4% 3,721 $904K
Cedar Mountain Advisors, LLC 0.19% Add +0.3% 3,709 $901K
Quadrant Capital Group LLC 0.03% Reduce -10.9% 3,687 $896K
Bradley Foster & Sargent Inc. 0.01% Add +25.8% 3,675 $893K
Bessemer Group Inc. 0.00% Add +5.2% 3,648 $886K
JSF Financial, LLC 0.21% New 3,630 $882K
Integrated Quantitative Investments LLC 0.26% New 3,618 $879K
Bridgewater Advisors Inc. 0.07% Add +0.7% 3,539 $878K
SRN Advisors, LLC 0.78% Add +6.3% 3,538 $860K
CI Investments Inc. 0.00% Add +0.2% 3,528 $857K
Squarepoint Ops LLC 0.00% Add +0.5% 3,495 $849K
East Coast Asset Management, LLC. 0.28% No change 3,488 $848K
Icon Wealth Advisors, LLC 0.06% Add +85.1% 3,477 $845K
Ossiam 0.01% Add +28.8% 3,464 $842K
PDT Partners, LLC 0.05% Reduce -43.4% 3,416 $830K
Birch Hill Investment Advisors LLC 0.04% New 3,415 $830K
Hilltop Holdings Inc. 0.05% Reduce -21.3% 3,294 $801K
Vise Technologies, Inc. 0.03% — 3,276 $796K
Wbi Investments, LLC 0.21% Add +115.8% 3,261 $793K
OneDigital Investment Advisors LLC 0.01% Add +0.3% 3,251 $790K
D.B. Root & Company, LLC 0.23% Add +0.0% 3,244 $788K
Gibbs Wealth Management 0.15% Add +20.4% 3,230 $785K
Triangle Securities Wealth Management 0.19% New 3,226 $784K
IFG Advisory, LLC 0.04% Add +0.7% 3,221 $783K
Guardian Wealth Management, Inc. 0.52% Reduce -6.2% 3,204 $779K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% No change 3,200 $778K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% No change 3,190 $775K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 3,184 $774K
Glenmede Investment Management, LP 0.00% — 3,139 $763K
Pandora Wealth, Inc. 0.46% Reduce -2.2% 3,106 $755K
Atlas Legacy Advisors, LLC 0.16% Add +25.4% 3,065 $745K
Legacy Capital Wealth Partners, LLC 0.17% Reduce -3.0% 3,025 $735K
United Advisor Group, LLC 0.13% Add +3.3% 3,008 $731K
Great Lakes Advisors, LLC 0.01% Reduce -36.7% 3,007 $731K
V-Square Quantitative Management LLC 0.10% Add +8.5% 2,967 $721K
Meyer Handelman Co. 0.02% Reduce -4.8% 2,955 $718K
Unique Wealth, LLC 0.12% Add +7.8% 2,952 $718K
Clarus Group, Inc. 0.26% Add +1.5% 2,951 $717K
Kidder Stephen W 0.22% No change 2,950 $717K
Beaumont Financial Advisors, LLC 0.05% Reduce -0.0% 2,936 $714K
Boothbay Fund Management, LLC 0.02% Add +107.7% 2,928 $712K
CreativeOne Wealth, LLC 0.02% Add +31.8% 2,912 $708K
Aster Capital Management (DIFC) Ltd 0.16% Add +223.1% 2,882 $700K
Buckhead Capital Management LLC 0.27% Reduce -66.9% 2,873 $698K
Plato Investment Management Ltd 0.05% No change 2,879 $697K
MQS Management LLC 0.38% Add +34.9% 2,867 $697K
Fulton Bank, N.A. 0.03% Reduce -10.8% 2,847 $692K
Sequoia Financial Advisors, LLC 0.00% Add +146.6% 2,843 $691K
Mutual Advisors, LLC 0.02% Add +12.8% 2,723 $691K
GMO 0.00% New 2,840 $690K
Fiduciary Family Office, LLC 0.23% Reduce -3.2% 2,831 $688K
Caxton Associates LLP 0.02% Reduce -54.1% 2,806 $682K
Jacobi Capital Management LLC 0.05% Add +1.1% 2,806 $682K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -0.3% 2,801 $681K
United Capital Financial Advisors, LLC 0.01% Add +4.9% 2,795 $679K
Alta Capital Management LLC/ 0.04% Reduce -94.7% 2,729 $663K
CHICAGO TRUST Co NA 0.09% No change 2,728 $663K
BHK Investment Advisors, LLC 0.26% Add +0.6% 2,686 $653K
Turtle Creek Wealth Advisors, LLC 0.08% New 2,684 $652K
Ellevest, Inc. 0.10% Add +3.4% 2,683 $652K
WealthTrust Axiom LLC 0.19% No change 2,681 $652K
OmniStar Financial Group, Inc. 0.49% Add +9.9% 2,673 $650K
Maripau Wealth Management LLC 0.33% Add +14.3% 2,659 $649K
Citizens Financial Group Inc. 0.01% Add +7.1% 2,655 $648K
Meeder Advisory Services, Inc. 0.03% Add +6.5% 2,648 $644K
TD Private Client Wealth LLC 0.02% Reduce -10.5% 2,609 $634K
One Plus One Wealth Management, LLC 0.35% No change 2,606 $633K
Mufg Securities Americas Inc. 0.05% Add +25.7% 2,603 $633K
Wedmont Private Capital 0.03% Add +1.5% 2,648 $632K
Praxis Investment Management Inc. 0.04% No change 2,596 $631K
J.W. Cole Advisors, Inc. 0.01% Add +88.9% 2,596 $631K
AlphaQuest LLC 0.06% Reduce -71.9% 2,592 $630K
World Investment Advisors 0.01% Add +32.4% 2,581 $627K
Holocene Advisors, LP 0.00% New 2,579 $627K
Brown Miller Wealth Management, LLC 0.19% Add +0.3% 2,575 $626K
Qtron Investments LLC 0.08% No change 2,562 $623K
Schonfeld Strategic Advisors LLC 0.00% Reduce -92.9% 2,560 $622K
Dividend Assets Capital, LLC 0.11% No change 2,550 $620K
Leonteq Securities AG 0.04% Add +11.2% 2,519 $612K
Forza Wealth Management, LLC 0.25% No change 2,500 $608K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -74.5% 2,498 $607K
Shufro Rose & Co. LLC 0.05% No change 2,500 $606K
Ami Asset Management Corp. 0.03% Reduce -0.6% 2,490 $605K
Venturi Wealth Management, LLC 0.03% Reduce -7.3% 2,482 $603K
Albion Financial Group 0.04% No change 2,478 $602K
Argent Trust Co 0.02% Reduce -7.2% 2,466 $599K
Sompo Asset Management Co., Ltd. 0.10% No change 2,460 $598K
Simmons Bank 0.04% Reduce -2.9% 2,458 $597K
Cary Street Partners Investment Advisory LLC 0.29% Reduce -2.4% 2,432 $591K
Snowden Capital Advisors LLC 0.02% Add +3.4% 2,383 $581K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +11.6% 2,379 $578K
Segment Wealth Management, LLC 0.04% No change 2,371 $576K
CWS Financial Advisors, LLC 0.17% Add +23.4% 2,358 $573K
Baker Avenue Asset Management, LP 0.02% Reduce -0.3% 2,357 $573K
SeaBridge Investment Advisors LLC 0.11% No change 2,344 $570K
First Heartland Consultants, Inc. 0.05% Add +17.7% 2,339 $568K
Brighton Jones LLC 0.02% Add +1.5% 2,326 $565K
Composition Wealth, LLC 0.01% Add +0.5% 2,325 $565K
IFP Advisors, Inc 0.02% Add +13.9% 2,136 $564K
Dynamic Technology Lab Private Ltd 0.08% New 2,312 $562K
Sowell Financial Services LLC 0.02% Add +6.1% 2,312 $562K
Dorsey & Whitney Trust CO LLC 0.03% Add +2.4% 2,260 $549K
Beacon Pointe Advisors, LLC 0.01% Add +0.0% 2,255 $548K
Exchange Bank 0.43% No change 2,250 $547K
Algert Global LLC 0.01% Add +65.4% 2,200 $535K
Court Place Advisors, LLC 0.17% No change 2,170 $527K
Huntington National Bank 0.00% Add +6.8% 2,169 $527K
Pitcairn Co. 0.03% Reduce -11.8% 2,149 $522K
Ninety One North America, Inc. 0.03% Reduce -15.4% 2,148 $522K
Heritage Wealth Advisors 0.02% No change 2,130 $518K
Portside Wealth Group, LLC 0.08% Reduce -2.6% 2,117 $514K
Mather Group, Llc. 0.01% Reduce -21.8% 2,111 $513K
Mgo One Seven LLC 0.02% Add +47.8% 2,106 $512K
Spire Wealth Management 0.02% Add +0.2% 2,083 $506K
NorthRock Partners, LLC 0.01% Add +9.8% 2,064 $503K
Bayforest Capital Ltd 0.22% New 2,069 $503K
Signaturefd, LLC 0.01% Add +13.4% 2,045 $497K
Renasant Bank 0.33% Reduce -3.5% 2,041 $496K
Mitchell McLeod Pugh & Williams Inc. 0.09% Reduce -1.2% 2,012 $489K
Second Half Financial Partners, LLC 0.23% Reduce -2.3% 2,002 $487K
Leeward Financial Partners, LLC 0.15% New 2,000 $486K
Private Advisor Group, LLC 0.00% Add +2.9% 1,995 $485K
Tectonic Advisors LLC 0.03% Add +3.3% 1,972 $479K
Voya Financial Advisors, Inc. 0.05% Reduce -5.1% 1,997 $478K
Canada Post Corp Registered Pension Plan 0.03% New 1,950 $474K
Aberdeen Wealth Management LLC 0.31% No change 1,939 $471K
Acadian Asset Management LLC 0.00% Reduce -23.6% 1,944 $470K
Norden Group LLC 0.05% Add +3.5% 1,916 $466K
Global Retirement Partners, LLC 0.01% — 1,908 $464K
Main Street Financial Solutions, LLC 0.03% Add +2.0% 1,903 $463K
Redmond Asset Management, LLC 0.11% Reduce -6.2% 1,891 $460K
Wealth Alliance, LLC 0.05% Add +0.2% 1,874 $455K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +2.3% 1,864 $453K
Groupama Asset Managment 0.01% Reduce -8.8% 1,885 $451K
Marco Investment Management LLC 0.04% Add +1.2% 1,833 $445K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.9% 1,824 $443K
Independence Bank of Kentucky 0.06% No change 1,820 $442K
Belpointe Asset Management LLC 0.02% Add +5.9% 1,817 $442K
Compass Ion Advisors, LLC 0.05% Add +2.1% 1,814 $441K
Ifrah Financial Services, Inc. 0.12% Reduce -1.0% 1,802 $438K
Sepio Capital, LP 0.03% Reduce -37.9% 1,802 $438K
Bridges Investment Management Inc. 0.01% Reduce -4.1% 1,799 $437K
Woodward Diversified Capital, LLC 0.22% Add +52.3% 1,791 $435K
Eastern Bank 0.01% Reduce -1.3% 1,791 $435K
Mystic Asset Management, Inc. 0.10% No change 1,780 $433K
Silver Oak Securities, Incorporated 0.04% Reduce -7.7% 1,778 $432K
Ballentine Partners, LLC 0.01% Add +1.1% 1,775 $431K
Everpar Advisors LLC 0.19% Add +0.6% 1,759 $427K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -28.5% 1,751 $425K
Moneco Advisors, LLC 0.04% Reduce -2.5% 1,745 $424K
CENTRAL TRUST Co 0.01% Add +0.9% 1,744 $424K
Chancellor Financial Group WB LP 0.33% No change 1,739 $423K
Arkadios Wealth Advisors 0.01% Add +70.5% 1,719 $418K
Debussy Capital Management LP 0.06% Reduce -0.5% 1,714 $417K
Sunburst Financial Group, LLC 0.09% Add +26.4% 1,712 $416K
CWA Asset Management Group, LLC 0.02% Add +24.9% 1,711 $416K
Hall Laurie J Trustee 0.14% No change 1,700 $413K
Keybank National Association 0.00% Add +1.4% 1,697 $412K
Waverly Advisors, LLC 0.00% Add +1.2% 1,693 $411K
Prestige Wealth Management Group LLC 0.08% Add +6.3% 1,684 $411K
Martingale Asset Management L P 0.01% No change 1,690 $411K
American National Bank & Trust 0.04% No change 1,676 $407K
Curi Capital, LLC 0.01% Add +101.3% 1,667 $407K
Rehmann Capital Advisory Group 0.02% Add +9.9% 1,669 $406K
KFG Wealth Management, LLC 0.06% Add +9.7% 1,647 $400K
Strategy Asset Managers LLC 0.07% Add +0.8% 1,628 $396K
Empire Financial Management Company, LLC 0.11% No change 1,624 $395K
1858 Wealth Management, LLC 0.29% Reduce -1.5% 1,616 $393K
Eagle Bay Advisors LLC 0.32% Reduce -16.0% 1,604 $391K
Optas, LLC 0.07% Reduce -2.7% 1,607 $391K
Brogan Financial, Inc. 0.17% Add +68.1% 1,600 $389K
Arcadia Investment Management Corp. 0.06% No change 1,600 $389K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +1.0% 1,592 $387K
Prime Capital Investment Advisors, LLC 0.01% Add +34.6% 1,591 $387K
CX Institutional 0.01% Add +7.8% 1,589 $386K
Marietta Investment Partners LLC 0.08% Reduce -10.2% 1,584 $385K
Alps Advisors Inc. 0.00% Add +1.2% 1,576 $383K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.3% 1,575 $383K
Campion Asset Management 0.29% No change 1,565 $380K
MBE Wealth Management, LLC 0.17% Add +6.4% 1,565 $380K
Washington Trust Bank 0.03% Reduce -2.4% 1,560 $379K
Private Trust Co. NA 0.04% Reduce -3.3% 1,556 $378K
Moneta Group Investment Advisors LLC 0.00% Add +1.9% 1,547 $376K
Sound View Wealth Advisors Group, LLC 0.03% No change 1,547 $376K
Optimize Financial Inc. 0.23% Reduce -0.7% 1,534 $373K
Shore Point Advisors, LLC 0.18% No change 1,504 $366K
Anchor Investment Management, LLC 0.03% No change 1,500 $365K
Guggenheim Capital LLC 0.00% Add +7.4% 1,493 $363K
Caliber Wealth Management, LLC / KS 0.04% Add +0.3% 1,487 $361K
AE Wealth Management LLC 0.00% Add +19.9% 1,485 $361K
Stonehearth Capital Management, LLC 0.15% No change 1,480 $360K
Equitable Holdings, Inc. 0.00% Add +38.2% 1,480 $360K
Chicago Partners Investment Group LLC 0.01% Add +13.5% 1,481 $359K
Profund Advisors LLC 0.01% Add +20.5% 1,468 $357K
TD Waterhouse Canada Inc. 0.00% Add +3.5% 1,457 $357K
Ipswich Investment Management Co., Inc. 0.09% Reduce -1.7% 1,465 $356K
Apella Capital, LLC 0.01% Add +0.8% 1,478 $356K
Gilbert & Cook, Inc. 0.05% Add +1.9% 1,459 $355K
Quotient Wealth Partners, LLC 0.01% Reduce -1.0% 1,455 $354K
Traphagen Investment Advisors LLC 0.03% No change 1,444 $351K
Raiffeisen Bank International AG 0.01% No change 1,470 $350K
Rockland Trust Co. 0.02% No change 1,437 $349K
Atwater Malick LLC 0.11% Add +20.5% 1,435 $349K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.5% 1,433 $348K
Trust Point Inc. 0.03% Reduce -26.7% 1,422 $346K
Union Bancaire Privee, UBP SA 0.01% Reduce -62.9% 1,437 $344K
Quarry LP 0.08% Add +142.8% 1,408 $342K
Radnor Capital Management, LLC 0.05% Reduce -3.4% 1,407 $342K
BSW Wealth Partners 0.05% Reduce -16.6% 1,406 $342K
Brown Brothers Harriman & Co. 0.00% Add +7.3% 1,389 $338K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 1,378 $335K
QSV Equity Investors LLC 0.35% No change 1,368 $332K
DAVENPORT & Co LLC 0.00% Add +6.9% 1,363 $331K
Atlas Brown,Inc. 0.11% No change 1,358 $330K
Perigon Wealth Management, LLC 0.01% Reduce -9.9% 1,346 $327K
Ewa, LLC 0.10% Add +2.1% 1,343 $326K
Clark Capital Management Group, Inc. 0.00% Add +28.2% 1,341 $326K
Resources Management Corp. /CT/ 0.04% No change 1,325 $322K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -10.1% 1,313 $319K
Ascent Wealth Partners, LLC 0.04% Reduce -22.4% 1,311 $319K
Jaffetilchin Investment Partners, LLC 0.02% New 1,309 $318K
Advisors Capital Management, LLC 0.00% Add +2.8% 1,306 $318K
Net Worth Advisory Group 0.07% Add +4.0% 1,301 $316K
Penobscot Investment Management Company, Inc. 0.03% No change 1,299 $316K
Graypoint LLC 0.02% Add +11.6% 1,298 $315K
Flagship Harbor Advisors, LLC 0.01% Add +0.3% 1,297 $315K
Washington Trust Advisors, Inc. 0.03% No change 1,286 $313K
Fisher Asset Management 0.00% Reduce -30.7% 1,280 $311K
Brooklyn Investment Group 0.04% Add +65.5% 1,281 $311K
Tower Research Capital LLC (TRC) 0.01% Reduce -75.2% 1,267 $308K
Safe Harbor Fiduciary, LLC 0.29% Reduce -6.0% 1,264 $307K
Foundations Investment Advisors, LLC 0.00% Reduce -7.7% 1,264 $307K
Sagespring Wealth Partners, LLC 0.01% Add +18.2% 1,262 $307K
GPS Wealth Strategies Group, LLC 0.04% Reduce -2.3% 1,261 $306K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -3.3% 1,250 $304K
Advisor OS, LLC 0.03% Add +2.2% 1,248 $303K
Harvey Investment Co. LLC 0.03% No change 1,238 $301K
Blue Trust, Inc. 0.00% Add +12.8% 1,236 $300K
Hutchens & Kramer Investment Management Group, LLC 0.14% Reduce -0.8% 1,220 $299K
Petros Family Wealth, LLC 0.27% Reduce -0.4% 1,219 $296K
Advisory Alpha, LLC 0.01% Add +37.1% 1,212 $295K
Freedom Investment Management, Inc. 0.02% Reduce -4.6% 1,211 $294K
Greykasell Wealth Strategies, Inc. 0.14% No change 1,205 $293K
Enterprise Bank & Trust Co 0.11% No change 1,201 $292K
Barnes Pettey Financial Advisors, LLC 0.19% No change 1,200 $292K
Grove Street Fiduciary, LLC 0.14% Reduce -1.6% 1,199 $291K
Nilsine Partners, LLC 0.03% Reduce -3.0% 1,190 $289K
Equitable Trust Co. 0.01% No change 1,189 $289K
Clark Financial Services Group Inc. 0.18% Add +12.1% 1,184 $288K
Arax Advisory Partners 0.01% Reduce -25.5% 1,181 $287K
Petrus Trust Company, LTA 0.03% New 1,180 $287K
Stephens Inc. 0.00% Add +2.5% 1,180 $287K
Walleye Trading LLC 0.01% Add +691.3% 1,179 $287K
Baron Wealth Management LLC 0.10% Add +24.1% 1,173 $285K
Moody Aldrich Partners LLC 0.06% Reduce -2.1% 1,171 $285K
Syon Capital LLC 0.02% Add +17.3% 1,165 $283K
Choate Investment Advisors 0.01% Reduce -0.3% 1,158 $281K
Cigna Investments Inc. 0.05% Reduce -1.8% 1,154 $281K
Avantax Planning Partners, Inc. 0.01% No change 1,155 $281K
Prosperity Financial Group, Inc. 0.12% New 1,154 $280K
Novak & Powell Financial Services, Inc. 0.19% No change 1,152 $280K
Avestar Capital, LLC 0.02% Add +0.5% 1,146 $280K
Hanson & Doremus Investment Management 0.04% No change 1,150 $279K
MBB Public Markets I LLC 0.03% Reduce -18.1% 1,148 $279K
Ascent Group, LLC 0.01% Reduce -7.1% 1,146 $279K
LMR Partners LLP 0.01% Add +9.7% 1,142 $278K
Courier Capital LLC 0.02% No change 1,139 $277K
Diversified Enterprises, LLC 0.02% Reduce -17.5% 1,137 $276K
Park National Corp. 0.01% No change 1,132 $275K
Brasada Capital Management, LP 0.05% Reduce -94.8% 1,130 $274K
Bestgate Wealth Advisors, LLC 0.57% No change 1,127 $273K
Davies Financial Advisors, Inc. 0.21% No change 1,119 $272K
Astoria Portfolio Advisors LLC. 0.08% Reduce -2.5% 1,075 $272K
Key Financial Inc 0.05% No change 1,117 $271K
Fullcircle Wealth LLC 0.10% Add +7.9% 1,092 $271K
MassMutual Private Wealth & Trust, FSB 0.01% Add +112.2% 1,110 $270K
Evergreen Capital Management LLC 0.01% Add +7.2% 1,101 $269K
Hudson Capital Management LLC 0.08% No change 1,104 $268K
Texas Bank & Trust Co 0.11% No change 1,100 $267K
Seaside Wealth Management, Inc. 0.08% Add +2.2% 1,098 $267K
Aprio Wealth Management, LLC 0.03% Add +5.7% 1,093 $266K
Florida Trust Wealth Management Co 0.01% Add +2.7% 1,088 $264K
Stanley-Laman Group, Ltd. 0.04% Add +15.3% 1,082 $263K
Capital Investment Counsel, Inc 0.03% No change 1,077 $262K
Abn Amro Investment Solutions 0.01% Reduce -18.7% 1,062 $258K
Bokf, NA 0.00% Add +300.8% 1,062 $258K
Wealthspire Advisors, LLC 0.00% Add +6.0% 1,060 $258K
First Manhattan Co. Llc. 0.00% Reduce -0.6% 1,050 $256K
Pavion Blue Capital, LLC 0.11% No change 1,053 $256K
D.A. Davidson & Co. 0.00% Add +17.4% 1,052 $256K
Mayflower Financial Advisors, LLC 0.04% Add +0.1% 1,050 $255K
Harvest Fund Management Co., Ltd 0.01% Add +6.4% 1,045 $254K
SeaCrest Wealth Management, LLC 0.03% Add +1.4% 1,045 $254K
GTS Securities LLC 0.01% New 1,045 $254K
Gallacher Capital Management LLC 0.12% New 1,043 $253K
Accurate Wealth Management, LLC 0.04% Add +3.3% 1,058 $252K
Parallel Advisors, LLC 0.01% Reduce -1.1% 1,036 $252K
Walleye Capital LLC 0.00% Reduce -88.0% 1,035 $252K
Clarius Group, LLC 0.01% Reduce -7.8% 1,034 $251K
Inscription Capital, LLC 0.04% Reduce -6.5% 1,029 $250K
Aull & Monroe Investment Management Corp 0.13% No change 1,026 $249K
USA Financial Formulas 0.04% Add +13.0% 1,026 $249K
PDS Planning, Inc 0.02% Add +5.9% 1,025 $249K
Longboard Asset Management, LP 0.62% No change 1,022 $248K
Jacobsen Capital Management 0.09% Reduce -0.4% 1,015 $247K
Allred Capital Management, LLC 0.09% Reduce -0.1% 1,012 $246K
Moseley Investment Management Inc. 0.08% No change 1,010 $245K
Somerville Kurt F 0.04% Reduce -19.9% 1,006 $244K
Cushing Capital Partners, LLC 0.21% Add +1.3% 999 $244K
Cross Staff Investments Inc 0.18% No change 1,000 $243K
Fischer Financial Services, Inc. 0.07% No change 1,000 $243K
Jmac Enterprises LLC 0.05% No change 1,000 $243K
Great Valley Advisor Group, Inc. 0.01% Add +5.3% 994 $242K
Nicolet Advisory Services, LLC 0.02% Reduce -0.8% 986 $241K
Financial Management Professionals, Inc. 0.03% Add +2650.0% 990 $241K
Cadent Capital Advisors, LLC 0.08% No change 977 $237K
RDA Financial Network 0.06% Reduce -2.1% 972 $236K
Pegasus Asset Management, Inc. 0.08% New 968 $235K
Wayfinding Financial, LLC 0.11% Reduce -1.8% 947 $235K
Fragasso Financial Advisors Inc 0.02% Add +3.1% 964 $234K
Colonial Trust Co / SC 0.03% No change 958 $233K
McAdam, LLC 0.01% Add +7.4% 946 $230K
Procyon Advisors, LLC 0.02% Reduce -5.9% 946 $230K
Atria Wealth Solutions, Inc. 0.01% Reduce -17.9% 942 $230K
River Wealth Advisors LLC 0.03% No change 935 $227K
Advyzon Investment Management, LLC 0.05% Add +1.6% 930 $226K
Patron Partners, LLC 0.11% Reduce -1.5% 930 $226K
Trinity Financial Advisors LLC 0.07% No change 925 $226K
PAX Financial Group, LLC 0.04% Add +5.6% 926 $225K
Patton Fund Management, Inc. 0.05% New 925 $225K
Tairen Capital Ltd 0.02% New 925 $225K
Up Strategic Wealth Investment Advisors LLC 0.17% Reduce -11.0% 921 $224K
Summit Trail Advisors, LLC 0.00% Reduce -12.4% 910 $224K
KFA Private Wealth Group, LLC 0.07% New 905 $220K
UMB Bank, n.a. 0.00% Reduce -2.5% 903 $219K
NTV Asset Management LLC 0.03% No change 900 $219K
AlphaCore Capital LLC 0.01% New 894 $218K
Trust Co of the South 0.04% New 895 $218K
Prosperity Consulting Group, LLC 0.02% Add +3.6% 894 $217K
Personal Cfo Solutions, LLC 0.04% Reduce -1.6% 893 $217K
Independent Financial Group, LLC 0.01% Reduce -1.4% 885 $215K
First Affirmative Financial Network 0.11% Reduce -17.6% 883 $215K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $214K
Crestwood Advisors Group, LLC 0.00% Reduce -1.3% 881 $214K
Balefire, LLC 0.05% Add +1.7% 875 $213K
Westover Capital Advisors, LLC 0.04% Reduce -2.2% 875 $213K
Howard Capital Management Group, LLC 0.01% No change 875 $213K
Enterprise Financial Services Corp 0.11% Add +0.8% 868 $211K
Larson Financial Group LLC 0.01% Reduce -15.0% 867 $211K
Versant Capital Management, Inc 0.03% Reduce -1.1% 865 $210K
Keystone Financial Services 0.07% New 863 $210K
Independent Wealth Network Inc. 0.08% Add +3.4% 858 $209K
Wallace Advisory Group, LLC 0.15% Reduce -7.0% 859 $208K
Raleigh Capital Management Inc. 0.09% Reduce -5.0% 855 $208K
Essex Bank 0.05% Add +0.9% 854 $208K
Sterling Capital Management LLC 0.00% Reduce -8.2% 852 $207K
Souders Financial Advisors 0.03% Add +0.1% 838 $204K
Old National Bancorp 0.00% New 835 $203K
Strategic Blueprint, LLC 0.01% Reduce -13.7% 833 $202K
Forum Financial Management, LP 0.00% Add +0.1% 833 $202K
EverSource Wealth Advisors, LLC 0.01% Add +9.8% 830 $202K
Hamilton Capital Partners Inc. 0.01% Reduce -33.4% 829 $201K
Clarity Wealth Advisors, LLC 0.05% New 824 $200K
Diversified Trust Co. 0.00% Reduce -8.7% 824 $200K
First Horizon Advisors, Inc. 0.01% Reduce -35.4% 823 $200K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 786 $191K
Toth Financial Advisory Corp. 0.02% No change 770 $187K
Private Wealth Asset Management, LLC 0.02% Reduce -1.8% 762 $185K
MCF Advisors LLC 0.01% No change 754 $183K
Whittier Trust Co. of Nevada Inc. 0.00% No change 708 $172K
Parkside Financial Bank & Trust 0.02% Add +62.5% 689 $167K
Clearstead Advisors, LLC 0.00% Add +91.6% 665 $162K
S.A. Mason LLC 0.08% No change 650 $158K
Penserra Capital Management LLC 0.00% Reduce -83.7% 637 $154K
Union Savings Bank 0.07% No change 620 $153K
Cary Street Partners Financial LLC 0.00% Add +33.5% 621 $151K
Chilton Capital Management LLC 0.01% Add +63.9% 608 $148K
Exchange Traded Concepts, LLC 0.00% Reduce -7.2% 608 $148K
Kennebec Savings Bank 0.14% No change 600 $146K
Smartleaf Asset Management LLC 0.01% Reduce -20.5% 594 $142K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.2% 552 $135K
Clearstead Trust, LLC 0.03% Add +59.0% 550 $134K
Fulcrum Asset Management LLP 0.04% — 506 $123K
Broadwater Capital Management LLC 0.09% Add +24203.0% 121,515 $122K
West Oak Capital, LLC 0.06% No change 500 $122K
Lowe Wealth Advisors, LLC 0.05% No change 491 $119K
Harbour Investments, Inc. 0.00% Add +10.1% 489 $119K
DHJJ Financial Advisors, Ltd. 0.04% No change 478 $116K
United Community Bank 0.04% Add +1.1% 473 $115K
GeoWealth Management, LLC 0.00% Add +78.6% 450 $109K
Trust Co. of Toledo NA 0.01% New 450 $109K
AdvisorNet Financial, Inc 0.01% Reduce -0.2% 423 $103K
Capital Advisors, Ltd. LLC 0.01% Add +7.4% 421 $102K
Armstrong Advisory Group, Inc. 0.01% Reduce -27.5% 414 $101K
St Germain D J Co. Inc. 0.00% No change 403 $98K
Covestor Ltd 0.06% Reduce -14.2% 399 $97K
Financial Network Wealth Advisors LLC 0.12% Add +2.3% 394 $96K
First Command Advisory Services, Inc. 0.00% Reduce -1.0% 390 $95K
Bangor Savings Bank 0.01% No change 364 $88K
Ofi Invest Asset Management 0.00% Add +34.5% 425 $88K
Plante Moran Financial Advisors, LLC 0.01% Reduce -84.3% 361 $88K
Cromwell Holdings LLC 0.05% Add +2.6% 360 $88K
Pinnacle Bancorp, Inc. 0.03% No change 354 $86K
Harbor Investment Advisory, LLC 0.01% No change 350 $85K
MUFG Securities EMEA plc 0.00% New 345 $84K
Sentry Investment Management LLC 0.04% No change 339 $80K
First PREMIER Bank 0.02% No change 330 $80K
SBI Securities Co., Ltd. 0.00% Reduce -0.3% 321 $78K
Opal Wealth Advisors, LLC 0.02% Reduce -39.6% 319 $78K
Marshall & Sterling Wealth Advisors Inc. 0.05% No change 311 $76K
HM Payson & Co. 0.00% No change 310 $75K
CYBER HORNET ETFs LLC 0.05% New 309 $75K
Montag A & Associates Inc. 0.00% No change 300 $73K
Kentucky Trust Co 0.04% No change 300 $73K
Intact Investment Management Inc. 0.00% New 300 $73K
Roble, Belko & Company, Inc 0.01% No change 295 $72K
MV Capital Management, Inc. 0.01% No change 294 $71K
Webster Bank, N. A. 0.01% Reduce -36.2% 273 $66K
Trust Co. of Vermont 0.00% No change 255 $62K
HighMark Wealth Management LLC 0.03% Reduce -3.5% 248 $60K
Promus Capital, LLC 0.04% No change 229 $56K
Blume Capital Management, Inc. 0.01% No change 229 $56K
Alpine Bank Wealth Management 0.01% No change 229 $56K
Asset Dedication, LLC 0.00% No change 229 $56K
Front Row Advisors LLC 0.02% No change 225 $55K
Salem Investment Counselors Inc. 0.00% No change 225 $55K
Ransom Advisory, Ltd 0.03% Reduce -19.7% 224 $54K
Bruce G. Allen Investments, LLC 0.04% Reduce -0.9% 216 $52K
Central Pacific Bank - Trust Division 0.01% Add +31.1% 215 $52K
Piscataqua Savings Bank 0.04% Reduce -8.5% 215 $52K
Truvestments Capital LLC 0.01% Add +0.5% 214 $52K
Curio Wealth, LLC 0.02% Add +19900.0% 200 $49K
Osterweis Capital Management Inc. 0.00% New 199 $48K
Anfield Capital Management, LLC 0.02% No change 196 $48K
FSA Wealth Management LLC 0.02% Add +0.5% 192 $47K
Global X Japan Co., Ltd. 0.00% Reduce -16.8% 183 $44K
True Wealth Design, LLC 0.02% Add +1.7% 182 $44K
Rothschild Investment LLC 0.00% Reduce -2.2% 179 $44K
Cape Investment Advisory, Inc. 0.02% Add +3.5% 176 $43K
Hazlett, Burt & Watson, Inc. 0.02% No change 175 $42K
Boreal Capital Management LLC 0.04% — 170 $41K
Smithfield Trust Co 0.00% No change 170 $41K
Atlantic Union Bankshares Corp 0.00% New 166 $40K
Stuart Chaussee & Associates, Inc. 0.01% No change 163 $40K
Manchester Capital Management LLC 0.01% No change 163 $40K
Steph & Co. 0.01% New 161 $39K
Ogorek Anthony Joseph /NY/ 0.01% No change 156 $38K
Fortitude Family Office, LLC 0.01% Reduce -0.6% 155 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 155 $38K
REAP Financial Group, LLC 0.01% Add +59.1% 148 $36K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +2.1% 146 $36K
JFS Wealth Advisors, LLC 0.00% Reduce -8.3% 143 $35K
Hemington Wealth Management 0.00% Add +9.4% 140 $34K
Evergreen Private Wealth LLC 0.01% Reduce -21.3% 137 $33K
CoreCap Advisors, LLC 0.00% Add +0.8% 134 $33K
CVA Family Office, LLC 0.00% Reduce -13.1% 126 $31K
Minot DeBlois Advisors LLC 0.03% Reduce -16.7% 125 $30K
Gen-Wealth Partners Inc 0.01% Reduce -8.8% 125 $30K
Caitong International Asset Management Co., Ltd 0.02% Add +85.1% 124 $30K
Bogart Wealth, LLC 0.00% Add +1.6% 123 $30K
2UniFi Bank 0.02% Add +110.3% 122 $30K
Valued Wealth Advisors LLC 0.01% No change 117 $29K
ORG Partners LLC 0.01% Add +360.0% 115 $28K
Quest 10 Wealth Builders, Inc. 0.03% Add +475.0% 115 $28K
Mascoma Wealth Management LLC 0.01% No change 111 $27K
Oakworth Capital, Inc. 0.00% No change 109 $26K
NewSquare Capital LLC 0.00% Add +89.5% 108 $26K
Salomon & Ludwin, LLC 0.00% No change 107 $25K
Wolff Wiese Magana LLC 0.01% No change 100 $24K
Richardson Capital Management LLC 0.01% No change 100 $24K
Flagship Wealth Advisors, LLC 0.01% No change 100 $24K
Asset Planning,Inc 0.02% No change 99 $24K
City State Bank 0.01% No change 96 $23K
WPG Advisers, LLC 0.02% Reduce -6.1% 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
Essential Partners LLC 0.01% — 83 $20K
Ameritas Advisory Services, LLC 0.00% New 82 $20K
Twin Peaks Wealth Advisors, LLC 0.01% New 75 $20K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.2% 80 $19K
Summit Securities Group LLC 0.01% New 79 $19K
TOWER TRUST & INVESTMENT Co 0.01% No change 78 $19K
Sunbelt Securities, Inc. 0.00% Reduce -17.2% 82 $19K
S&T Bank 0.01% No change 73 $18K
Graney & King, LLC 0.01% No change 70 $17K
Private Wealth Management Group, LLC 0.01% No change 69 $17K
MTM Investment Management, LLC 0.01% New 66 $16K
Transamerica Financial Advisors, LLC 0.00% Add +12.7% 62 $15K
Coston, McIsaac & Partners 0.00% No change 64 $15K
First United Bank & Trust 0.01% No change 60 $15K
Sierra Ocean, LLC 0.01% Add +28.3% 59 $14K
Retirement Wealth Solutions LLC 0.01% No change 58 $14K
Creative Financial Designs Inc. 0.00% Reduce -18.6% 57 $14K
Rise Advisors, LLC 0.01% No change 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
West Branch Capital LLC 0.00% No change 50 $12K
Cornerstone Planning Group LLC 0.00% Reduce -48.8% 44 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +30.6% 47 $11K
PrairieView Partners, LLC 0.00% No change 49 $11K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $11K
BOK Financial Private Wealth, Inc. 0.00% New 44 $11K
Bell Investment Advisors, Inc 0.00% No change 43 $10K
Elevation Point Wealth Partners, LLC 0.00% Reduce -95.4% 40 $10K
North Star Investment Management Corp. 0.00% No change 39 $9K
Frazier Financial Advisors, LLC 0.01% No change 38 $9K
Rational Advisors, Inc. 0.00% New 36 $9K
Bare Financial Services, Inc 0.00% Add +183.3% 34 $8K
Arlington Trust Co LLC 0.00% New 30 $7K
Strategic Investment Solutions, Inc. 0.00% No change 30 $7K
Dagco, Inc. 0.00% No change 29 $7K
SouthState Bank Corp 0.00% Add +3.6% 29 $7K
Avion Wealth 0.00% Add +100.0% 30 $7K
Sachetta, LLC 0.00% Add +27.3% 28 $7K
Park Square Financial Group, LLC 0.00% No change 28 $7K
Howard Hughes Medical Institute 0.00% New 25 $6K
Brown, Lisle/Cummings, Inc. 0.00% New 25 $6K
LGT Financial Advisors LLC 0.01% No change 22 $5K
Foster Dykema Cabot & Partners, LLC 0.00% No change 22 $5K
Nova Wealth Management, Inc. 0.00% No change 21 $5K
Hollencrest Capital Management 0.00% No change 21 $5K
Creative Capital Management Investments LLC 0.00% New 20 $5K
NFSG Corp 0.00% No change 20 $5K
Meeder Asset Management Inc. 0.00% Reduce -60.8% 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
Kilter Group LLC 0.00% New 16 $4K
Talon Private Wealth, LLC 0.00% New 16 $4K
LRI Investments, LLC 0.00% No change 16 $4K
Grove Bank & Trust 0.00% New 15 $4K
WealthTrak Capital Management LLC 0.00% No change 13 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $3K
Iron Horse Wealth Management, LLC 0.00% No change 13 $3K
Red Tortoise LLC 0.00% No change 12 $3K
Addison Advisors LLC 0.00% No change 11 $3K
Missouri Trust & Investment Co 0.00% No change 11 $3K
Raffa Wealth Management, LLC 0.00% No change 11 $3K
Tortoise Investment Management, LLC 0.00% Add +57.1% 11 $3K
Horizon Financial Services, LLC 0.00% Add +100.0% 10 $2K
Pacifica Partners Inc. 0.00% New 10 $2K
Dunhill Financial, LLC 0.00% Reduce -67.9% 9 $2K
Hughes Financial Services, LLC 0.00% Reduce -33.3% 8 $2K
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 8 $2K
YANKCOM Partnership 0.00% New 8 $2K
Maseco LLP 0.00% — 8 $2K
HHM Wealth Advisors, LLC 0.00% No change 7 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 6 $1K
Clark Wealth Partners 0.00% No change 6 $1K
Transce3nd, LLC 0.00% Add +200.0% 6 $1K
Highline Wealth Partners LLC 0.00% Add +200.0% 6 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $1K
Total Investment Management Inc. 0.00% New 6 $1K
CBIZ Investment Advisory Services, LLC 0.00% Add +150.0% 5 $1K
Stephens Consulting, LLC 0.00% New 5 $1K
Rialto Wealth Management, LLC 0.00% Add +150.0% 5 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Whipplewood Advisors, LLC 0.00% Reduce -96.3% 5 $1K
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 4 $973
Parkworth Wealth Management, Inc. 0.00% Add +33.3% 4 $972
Activest Wealth Management 0.00% Reduce -63.6% 4 $972
DecisionPoint Financial, LLC 0.00% New 3 $735
Principia Wealth Advisory, LLC 0.00% Add +50.0% 3 $729
GFG Capital, LLC 0.00% New 3 $729
Physician Wealth Advisors, Inc. 0.00% Reduce -98.7% 2 $487
Rakuten Securities, Inc. 0.00% Reduce -60.0% 2 $486
Sound Income Strategies, LLC 0.00% New 2 $486
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $244
Nvwm, LLC 0.00% Reduce -50.0% 1 $243
Ancora Advisors LLC 0.00% No change 1 $243
Bellwether Advisors, LLC 0.00% New 1 $243
State of Wyoming 0.00% Reduce -99.9% 1 $243
Dogwood Wealth Management LLC 0.00% Reduce -83.3% 1 $238

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