Broadridge Financial SolutioBR

13F holders, Q3 2025 (September 30)
1,105holders +9
95new positions
79sold out
8famous investors
$237.38avg. 13F price*

At the end of Q3 2025, 1,105 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 9 from Q2 2025. 95 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.3B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$202.9M
Exits79$139.8M

All 13F filers, Q2 2025 → Q3 2025: 7,556,747 shares bought and 7,144,787 shares sold, net +411,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,105 holders

Vanguard Group Inc. 0.05% Add +1.8% 15,296,040 $3.6B
BlackRock, Inc. 0.04% Reduce -1.0% 10,407,841 $2.5B
State Street Corp. 0.05% Reduce -0.4% 5,619,142 $1.3B
Morgan Stanley 0.07% Reduce -11.0% 4,504,533 $1.1B
Alliancebernstein L.P. 0.28% Add +692.3% 3,690,705 $879.0M
T. Rowe Price Associates Inc. 0.09% Add +1.6% 3,587,562 $854.5M
Geode Capital Management, LLC 0.05% Add +1.5% 3,342,345 $793.1M
Janus Henderson Group PLC 0.34% Add +0.4% 3,118,052 $742.6M
Barclays PLC 0.18% Add +0.8% 1,972,799 $469.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.33% Add +8.6% 1,901,022 $452.8M
Northern Trust Corp. 0.05% Add +6.6% 1,711,824 $407.7M
Stifel Financial Corp. 0.33% Reduce -2.9% 1,508,092 $359.2M
Invesco Ltd. 0.05% Reduce -2.3% 1,433,682 $341.5M
APG Asset Management N.V. 0.85% Reduce -10.9% 1,494,390 $302.9M
Ameriprise Financial Inc. 0.07% Add +8.8% 1,239,881 $294.7M
Bahl & Gaynor LLC 1.40% Reduce -0.5% 1,185,303 $282.3M
Wells Fargo & Company 0.06% Reduce -4.7% 1,167,311 $278.0M
Navera Investment Management Ltd. 5.06% Reduce -1.0% 1,109,355 $264.1M
Jensen Investment Management Inc. 3.25% Reduce -15.2% 1,099,850 $262.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -17.1% 1,094,065 $260.6M
Legal & General Group Plc 0.05% Reduce -11.1% 962,059 $229.1M
Dimensional Fund Advisors LP 0.05% Reduce -3.7% 955,433 $227.5M
T. Rowe Price Investment Management, Inc. 0.14% Reduce -57.9% 951,805 $226.7M
JPMorgan Chase & Co. 0.01% Add +46.8% 918,700 $218.8M
Capital International Investors 0.03% Reduce -41.0% 887,931 $211.5M
Fayez Sarofim & Co 0.49% Reduce -0.3% 883,671 $210.5M
Bank of New York Mellon Corp 0.04% Add +1.8% 846,778 $201.7M
Kayne Anderson Rudnick Investment Management LLC 0.48% Reduce -4.2% 827,025 $197.0M
Goldman Sachs Group Inc. 0.03% Reduce -7.0% 779,500 $185.7M
Charles Schwab Investment Management Inc. 0.03% Add +0.5% 708,091 $168.6M
Van Eck Associates Corp. 0.16% Add +3228.4% 700,536 $166.8M
Macquarie Group Ltd. 0.19% Reduce -3.9% 681,993 $162.4M
Franklin Resources Inc. 0.04% Reduce -5.2% 675,748 $160.9M
Bank of America Corp. 0.01% Reduce -21.1% 671,157 $159.8M
Amundi 0.05% Reduce -19.5% 605,537 $142.4M
Confluence Investment Management LLC 1.98% Reduce -2.3% 583,912 $139.1M
Envestnet Asset Management Inc. 0.04% Reduce -5.0% 563,281 $134.2M
UBS Group AG 0.02% Add +23.6% 514,779 $122.6M
Qube Research & Technologies Ltd 0.16% Add +110.4% 485,025 $115.5M
Corient Private Wealth LP 0.17% Add +5.8% 455,784 $106.3M
CIBC Private Wealth Group LLC 0.18% Reduce -1.3% 436,784 $104.0M
Rathbones Group PLC 0.42% Reduce -0.0% 431,446 $102.8M
Deutsche Bank AG 0.03% Reduce -3.0% 423,374 $100.8M
Captrust Financial Advisors 0.20% Add +0.4% 407,023 $96.9M
Principal Financial Group Inc. 0.05% Reduce -2.7% 387,023 $92.2M
Raymond James Financial Inc. 0.03% Reduce -1.9% 384,949 $91.7M
Parnassus Investments, LLC 0.21% Reduce -3.2% 380,373 $90.6M
Nuveen, LLC 0.02% Reduce -2.0% 376,125 $89.6M
California Public Employees Retirement System 0.05% Reduce -17.1% 360,365 $85.8M
Earnest Partners LLC 0.37% Reduce -2.4% 356,929 $85.0M
Baird Financial Group, Inc. 0.13% Reduce -24.1% 346,899 $82.6M
Swiss National Bank 0.05% Reduce -4.4% 338,600 $80.6M
LPL Financial LLC 0.02% Add +3.9% 320,998 $76.5M
Fenimore Asset Management Inc 1.52% Add +0.7% 318,791 $75.9M
First Trust Advisors LP 0.05% Reduce -9.1% 286,422 $68.2M
AQR Capital Management 0.04% Add +5.8% 279,446 $66.1M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.4% 275,541 $65.6M
Junto Capital Management LP 1.36% New 271,872 $64.8M
Rhumbline Advisers 0.05% Add +2.8% 271,055 $64.6M
HSBC Holdings PLC 0.04% Reduce -17.8% 267,130 $63.6M
King Luther Capital Management Corp. 0.25% Reduce -2.6% 255,743 $60.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.52% Reduce -1.7% 254,093 $59.0M
Schwartz Investment Counsel Inc. 1.98% No change 247,350 $58.9M
Royal Bank of Canada 0.01% Reduce -17.0% 228,135 $54.3M
Nordea Investment Management AB 0.05% Add +3.7% 228,444 $54.2M
Balyasny Asset Management L.P. 0.11% Reduce -7.6% 223,879 $53.3M
GW&K Investment Management, LLC 0.45% Reduce -1.4% 215,556 $51.3M
California State Teachers Retirement System 0.05% Add +0.9% 214,337 $51.0M
American Century Companies Inc. 0.02% Reduce -27.2% 203,072 $48.4M
BNP Paribas Financial Markets 0.04% Add +5.6% 201,850 $48.1M
Canada Pension Plan Investment Board 0.03% Add +7.0% 199,429 $47.5M
B. Metzler seel. Sohn & Co. AG 0.39% Reduce -4.3% 187,194 $44.6M
Benjamin Edwards Inc. 0.48% Add +1.0% 177,450 $42.3M
National Pension Service 0.03% Add +1.6% 174,491 $41.6M
Anchor Capital Advisors LLC 1.16% Reduce -2.4% 167,630 $39.9M
Russell Investments Group, Ltd. 0.04% Add +14.4% 159,783 $38.0M
Assenagon Asset Management S.A. 0.06% Reduce -12.9% 156,407 $37.3M
Neuberger Berman Group LLC 0.03% Add +16.7% 151,685 $36.1M
Focus Partners Wealth 0.06% Reduce -2.0% 150,854 $36.0M
CANADA LIFE ASSURANCE Co 0.05% Add +4.1% 149,458 $35.5M
AXA Investment Managers S.A. 0.09% — 144,935 $34.5M
Zacks Investment Management 0.27% Add +0.6% 140,644 $33.5M
Aberdeen Group plc 0.05% Reduce -8.7% 138,711 $32.9M
ASR Vermogensbeheer N.V. 0.40% Add +4.2% 137,632 $32.8M
Public Employees Retirement Association of Colorado 0.12% No change 131,851 $31.4M
Natixis Advisors, LLC 0.04% Reduce -0.1% 127,967 $30.5M
TD Asset Management Inc 0.02% Reduce -45.1% 120,009 $28.6M
Citizens Financial Group Inc. 0.39% Add +4390.1% 119,211 $28.5M
Aptus Capital Advisors, LLC 0.25% Add +2.6% 114,375 $27.2M
Royal London Asset Management Ltd. 0.06% Add +6.5% 112,657 $26.8M
Bath Savings Trust Co 2.64% Reduce -0.4% 111,888 $26.6M
Quantinno Capital Management LP 0.07% Add +119.1% 111,000 $26.4M
Victory Capital Management Inc. 0.02% Reduce -6.0% 110,699 $26.4M
Osaic Holdings, Inc. 0.04% Add +566.8% 109,017 $26.1M
Man Group plc 0.05% Add +245.3% 109,517 $26.1M
Citigroup Inc. 0.02% Add +0.2% 107,383 $25.6M
Squarepoint Ops LLC 0.05% Add +2927.9% 105,826 $25.2M
State Board of Administration of Florida Retirement System 0.04% Reduce -7.9% 104,914 $25.0M
FMR LLC 0.00% Add +3.5% 103,468 $24.6M
Dearborn Partners LLC 1.15% Reduce -0.9% 102,770 $24.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -3.3% 102,246 $24.4M
Wendell David Associates Inc. 2.38% Add +0.2% 101,134 $24.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +3.8% 102,790 $23.9M
Credit Agricole S A 0.08% — 100,283 $23.9M
Bank of Montreal 0.01% Add +13.6% 98,492 $23.5M
Gotham Asset Management 0.10% Add +87.1% 97,193 $23.1M
New York State Common Retirement Fund 0.03% Add +14.6% 94,567 $22.5M
Mackenzie Financial Corp. 0.03% Reduce -41.3% 94,339 $22.5M
Storebrand Asset Management As 0.06% Add +10.0% 93,154 $22.2M
Geneva Capital Management LLC 0.38% Reduce -4.6% 92,998 $22.1M
Aviva PLC 0.04% Add +6.3% 92,900 $22.1M
New York State Teachers Retirement System 0.04% Reduce -0.0% 90,108 $21.5M
Jane Street Group, LLC 0.02% New 88,400 $21.1M
NorthCoast Asset Management LLC 0.08% Add +26.3% 87,207 $20.8M
Truist Financial Corp. 0.03% Reduce -0.7% 86,038 $20.5M
Tidal Investments LLC 0.08% Add +629.8% 83,524 $19.9M
Adage Capital Partners Gp, L.L.C. 0.03% Add +57.0% 82,600 $19.7M
Nicholas Company, Inc. 0.33% Reduce -0.0% 81,509 $19.4M
Congress Asset Management Co. 0.13% Reduce -1.4% 80,734 $19.2M
Teacher Retirement System of Texas 0.08% Reduce -23.5% 79,121 $18.8M
National Bank of Canada 0.02% Reduce -10.9% 78,805 $18.8M
Forsta Ap-Fonden 0.11% Add +5.8% 77,800 $18.5M
State of Wisconsin Investment Board 0.04% Add +4.3% 72,449 $17.3M
Toronto Dominion Bank 0.03% Add +50.5% 71,671 $17.1M
Rakuten Investment Management, Inc. 0.06% — 174,812 $17.0M
Korea Investment CORP 0.03% Reduce -35.1% 71,015 $16.9M
Pictet Asset Management Holding SA 0.02% Add +1.5% 70,881 $16.9M
Walter Public Investments Inc. 2.77% Reduce -18.0% 70,669 $16.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -8.0% 70,457 $16.8M
Sei Investments Co. 0.02% Add +32.9% 70,329 $16.8M
Motley Fool Wealth Management, LLC 1.13% Reduce -20.8% 69,748 $16.6M
Running Oak Capital LLC 1.84% Reduce -1.9% 68,587 $16.4M
Addenda Capital Inc. 0.47% Add +28.6% 67,152 $16.0M
Manufacturers Life Insurance Company, The 0.01% Add +1.1% 67,118 $16.0M
CIBC Asset Management Inc 0.05% Add +3.0% 66,539 $15.8M
Public Employees Retirement System of Ohio 0.05% Add +0.8% 64,267 $15.3M
Jacobs Levy Equity Management, Inc. 0.06% New 63,908 $15.2M
Prudential Financial Inc. 0.02% Reduce -4.2% 63,567 $15.1M
ING Groep NV 0.08% Add +157.2% 62,642 $14.9M
Danske Bank A/S 0.04% Add +6.9% 62,067 $14.8M
Kelly Lawrence W & Associates Inc. 3.63% Reduce -13.0% 61,542 $14.7M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.6% 59,776 $14.2M
Douglas Lane & Associates, LLC 0.20% Reduce -2.0% 59,499 $14.2M
Advisors Asset Management, Inc. 0.24% Add +1.4% 59,351 $14.1M
McRae Capital Management Inc. 2.73% Reduce -1.4% 57,779 $13.8M
WASHINGTON TRUST Co 0.45% Reduce -0.5% 57,772 $13.8M
Asset Management One Co., Ltd. 0.04% Add +4.1% 57,268 $13.6M
Susquehanna Fundamental Investments, LLC 0.53% Reduce -0.0% 57,228 $13.6M
FineMark National Bank & Trust 0.44% Reduce -0.5% 57,160 $13.6M
GHP Investment Advisors, Inc. 0.56% Add +3.7% 56,071 $13.4M
Crossmark Global Holdings, Inc. 0.20% Reduce -17.2% 56,036 $13.3M
DekaBank Deutsche Girozentrale 0.02% No change 55,970 $13.3M
Commerce Bank 0.07% Add +0.5% 54,816 $13.1M
Voya Investment Management LLC 0.01% Reduce -19.1% 54,341 $12.9M
Twinbeech Capital LP 0.50% New 53,346 $12.7M
Renaissance Technologies 0.02% New 52,800 $12.6M
First National Bank of Omaha 0.79% Reduce -15.3% 52,707 $12.6M
Treasurer of the State of North Carolina 0.04% Reduce -3.8% 52,393 $12.5M
Alley Investment Management Company, LLC 1.42% Add +0.2% 51,472 $12.3M
Federated Hermes, Inc. 0.02% Reduce -30.5% 51,030 $12.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +33.3% 50,842 $12.1M
Y-Intercept (Hong Kong) Ltd 0.29% Add +637.5% 50,317 $12.0M
Gillson Capital LP 1.03% New 49,810 $11.9M
US Bancorp \de 0.01% Reduce -2.4% 49,361 $11.8M
Citadel Advisors 0.01% Reduce -1.3% 49,173 $11.7M
PNC Financial Services Group, Inc. 0.01% Reduce -3.8% 48,851 $11.6M
Schroder Investment Management Group 0.01% Reduce -1.4% 48,278 $11.5M
ProShare Advisors LLC 0.02% Add +9.4% 47,419 $11.3M
Ensign Peak Advisors, Inc 0.02% Add +0.9% 47,146 $11.2M
Integrated Wealth Concepts LLC 0.10% Add +7.5% 47,061 $11.2M
HighTower Advisors, LLC 0.01% Reduce -6.0% 46,797 $11.1M
Handelsbanken Fonder AB 0.04% Reduce -1.6% 46,370 $11.0M
O'shaughnessy Asset Management, LLC 0.06% Add +13.0% 45,362 $10.8M
LBP Am SA 0.13% Add +0.8% 44,956 $10.7M
Swedbank AB 0.01% Add +6.7% 44,902 $10.7M
Southernsun Asset Management, LLC 1.38% Reduce -4.2% 44,798 $10.7M
Mn Services Vermogensbeheer B.V. 0.07% No change 44,730 $10.7M
Nisa Investment Advisors, LLC 0.04% Add +1.9% 44,020 $10.5M
Pinebridge Investments, L.P. 0.08% Reduce -38.7% 44,080 $10.5M
Mattern Capital Management, LLC 1.17% Reduce -1.0% 41,854 $10.0M
Cetera Investment Advisers 0.01% Add +35.5% 41,771 $9.9M
Apollon Wealth Management, LLC 0.18% Add +2.6% 41,680 $9.9M
KLP Kapitalforvaltning As 0.04% No change 41,400 $9.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -64.2% 41,534 $9.9M
Comerica Bank 0.04% Reduce -5.0% 41,184 $9.8M
Santa Monica Partners LP 5.70% No change 40,793 $9.7M
Empowered Funds, LLC 0.10% Add +12.3% 40,004 $9.5M
Lyell Wealth Management, LP 0.70% Add +3.8% 39,583 $9.4M
State of New Jersey Common Pension Fund D 0.03% Add +10.4% 39,472 $9.4M
Crown Oak Advisors, LLC 4.38% No change 38,092 $9.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.4% 38,846 $9.3M
McCollum Christoferson Group LLC 2.63% Reduce -0.8% 38,599 $9.2M
Resona Asset Management Co.,Ltd. 0.04% Reduce -6.6% 38,164 $9.1M
Vision Capital Management, Inc. 1.11% Reduce -1.9% 37,916 $9.0M
MML Investors Services, LLC 0.02% Reduce -9.2% 37,487 $8.9M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -0.3% 37,263 $8.9M
Van Lanschot Kempen Investment Management N.V. 0.08% Add +2.4% 37,051 $8.8M
Swiss Life Asset Management Ltd 0.05% Reduce -27.4% 36,887 $8.8M
Motley Fool Asset Management LLC 0.36% Reduce -4.4% 36,885 $8.8M
Marks Group Wealth Management, Inc 0.81% Reduce -4.4% 36,804 $8.8M
American Money Management, LLC 1.44% Add +1.4% 36,143 $8.6M
SG Americas Securities, LLC 0.03% Add +1.5% 35,579 $8.5M
Mariner, LLC 0.01% Reduce -4.8% 35,518 $8.5M
Northstar Asset Management Inc. 2.17% Add +28.4% 35,029 $8.3M
Northstar Group, Inc. 1.27% Add +3.0% 35,015 $8.3M
Signal Advisors Wealth, LLC 0.75% Add +49.7% 34,942 $8.3M
Arizona State Retirement System 0.04% Add +1.4% 34,693 $8.3M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 34,064 $8.1M
Rockefeller Capital Management L.P. 0.02% Reduce -0.1% 33,869 $8.1M
AdvisorShares Investments LLC 1.31% Add +5.1% 33,678 $8.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -68.7% 33,604 $8.0M
Robeco Institutional Asset Management B.V. 0.01% Reduce -37.2% 33,562 $8.0M
Blair William & Co. 0.02% Reduce -1.1% 33,420 $8.0M
Allworth Financial LP 0.03% Add +1.8% 33,076 $7.9M
MAI Capital Management 0.05% Reduce -1.7% 33,068 $7.9M
Assetmark, Inc. 0.02% Add +33.4% 33,048 $7.9M
Boston Trust Walden Corp 0.06% No change 32,819 $7.8M
Natixis 0.04% Add +65.1% 31,879 $7.6M
Engineers Gate Manager LP 0.09% Add +175.7% 31,873 $7.6M
SVB Wealth LLC 0.41% Reduce -12.4% 31,845 $7.6M
STRS Ohio 0.03% Reduce -22.1% 31,786 $7.6M
State of Michigan Retirement System 0.04% Reduce -0.9% 31,660 $7.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.6% 31,782 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +31.5% 31,432 $7.5M
Allianz Asset Management GmbH 0.01% Reduce -47.7% 31,333 $7.5M
O'Brien Greene & Co. Inc 2.28% Add +0.3% 31,118 $7.4M
Kestra Private Wealth Services, LLC 0.10% Add +0.7% 30,995 $7.4M
Federation des caisses Desjardins du Quebec 0.03% Add +2.2% 30,743 $7.3M
EULAV Asset Management 0.17% New 30,000 $7.1M
Czech National Bank 0.05% Add +3.6% 29,749 $7.1M
Aureus Asset Management, LLC 0.46% Reduce -6.0% 29,540 $7.0M
Andra AP-fonden 0.09% Reduce -65.5% 29,500 $7.0M
Palmer Knight Co 3.33% Reduce -2.9% 29,492 $7.0M
IFM Investors Pty Ltd 0.06% Add +0.4% 29,435 $6.9M
Atria Investments, Inc 0.08% Reduce -2.7% 28,972 $6.9M
Xponance LLC 0.05% Reduce -6.1% 28,858 $6.9M
Magnetar Financial LLC 0.04% Add +521.9% 28,608 $6.8M
Creative Planning 0.01% Add +9.3% 28,220 $6.7M
Suncoast Equity Management 0.67% Add +0.2% 28,181 $6.7M
Ethic Inc. 0.11% Reduce -6.4% 28,179 $6.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.4% 28,127 $6.7M
Brown Advisory Inc. 0.01% Reduce -0.7% 27,791 $6.6M
Daiwa Securities Group Inc. 0.02% Add +12.6% 27,482 $6.5M
DNB Asset Management AS 0.02% Add +4.2% 27,420 $6.5M
Axxcess Wealth Management, LLC 0.14% Add +2.3% 27,414 $6.5M
NewEdge Advisors, LLC 0.03% Add +17.0% 26,928 $6.4M
Amalgamated Bank 0.05% Add +0.9% 26,806 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -1.9% 26,455 $6.3M
Susquehanna Portfolio Strategies, LLC 0.10% New 26,269 $6.3M
Lido Advisors, LLC 0.03% Add +66.7% 26,028 $6.2M
M&T Bank Corp 0.02% Reduce -3.6% 25,822 $6.1M
Brady Family Wealth, LLC 1.90% Reduce -5.3% 25,797 $6.1M
State of Tennessee, Department of Treasury 0.02% No change 25,105 $6.0M
Retirement Systems of Alabama 0.02% Reduce -0.9% 24,987 $6.0M
Cerity Partners LLC 0.01% Reduce -3.9% 24,518 $5.8M
New Age Alpha Advisors, LLC 0.24% Reduce -2.6% 24,342 $5.8M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -17.5% 24,337 $5.8M
Level Four Advisory Services, LLC 0.20% Add +1.8% 24,147 $5.8M
Bryn Mawr Trust Advisors, LLC 0.28% Add +5.1% 24,014 $5.7M
Prudential PLC 0.04% Reduce -38.8% 23,933 $5.7M
Bank of Nova Scotia 0.01% Add +39.7% 23,881 $5.7M
Zevenbergen Capital Investments LLC 0.11% Add +0.3% 23,110 $5.5M
Hamilton Point Investment Advisors, LLC 0.85% Add +0.3% 22,775 $5.4M
Fifth Third Bancorp 0.02% Reduce -0.7% 22,698 $5.4M
Evexia Wealth LLC 1.60% Add +14.9% 22,965 $5.3M
Numerai GP LLC 0.75% Reduce -25.3% 22,264 $5.3M
Pathstone Holdings, LLC 0.02% Add +0.7% 21,970 $5.2M
KBC Group NV 0.01% Add +14.8% 21,358 $5.1M
Occidental Asset Management, LLC 0.62% Add +1.1% 20,882 $5.0M
Core Alternative Capital 1.44% Reduce -13.3% 20,882 $5.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +14.2% 20,619 $4.9M
Cullen/Frost Bankers, Inc. 0.06% Reduce -12.6% 20,564 $4.9M
Erste Asset Management GmbH 0.05% Reduce -26.1% 20,345 $4.8M
USS Investment Management Ltd 0.02% No change 20,105 $4.8M
Kensington Investment Counsel, LLC 1.95% Add +1.5% 20,091 $4.8M
Griffin Asset Management, Inc. 0.54% Add +0.8% 20,066 $4.8M
Elo Mutual Pension Insurance Co 0.08% Add +30.4% 19,818 $4.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +37.1% 19,769 $4.7M
Stratos Wealth Partners, LTD. 0.06% Add +1.0% 19,598 $4.7M
Wealthfront Advisers LLC 0.01% Add +85.9% 19,544 $4.7M
Ilmarinen Mutual Pension Insurance Co 0.03% New 19,500 $4.6M
Utah Retirement Systems 0.04% No change 19,251 $4.6M
Allen Capital Group, LLC 0.44% Add +8.6% 19,244 $4.6M
Burney Co./ 0.14% Reduce -2.9% 19,137 $4.6M
Woodley Farra Manion Portfolio Management Inc. 0.21% Add +0.7% 19,000 $4.5M
Police & Firemen's Retirement System of New Jersey 0.04% Add +5.8% 18,870 $4.5M
Bontempo Ohly Capital Mgmt LLC 1.94% Add +0.3% 18,833 $4.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.2% 18,425 $4.4M
AlphaQuest LLC 0.29% Add +606.6% 18,314 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +30.7% 18,185 $4.3M
Lombard Odier Asset Management (Europe) Ltd 0.32% Reduce -10.8% 18,118 $4.3M
Shell Asset Management Co. 0.43% Reduce -40.1% 17,999 $4.3M
Steward Partners Investment Advisory, LLC 0.02% Add +7.3% 17,878 $4.3M
Independent Advisor Alliance 0.11% Add +1.6% 17,664 $4.2M
Princeton Global Asset Management LLC 0.69% Reduce -1.1% 17,504 $4.2M
Nordwand Advisors, LLC 0.66% Add +7.1% 17,420 $4.1M
Long Road Investment Counsel, LLC 1.45% No change 17,225 $4.1M
New York Life Investment Management LLC 0.04% Reduce -2.8% 17,105 $4.1M
Parsons Capital Management Inc. 0.23% Reduce -2.5% 17,053 $4.1M
Candriam S.C.A. 0.02% Reduce -0.0% 16,997 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.3% 16,880 $4.0M
Security National Bank 0.61% Reduce -2.2% 16,852 $4.0M
Yousif Capital Management, LLC 0.04% Reduce -9.1% 16,765 $4.0M
State of Alaska, Department of Revenue 0.04% Reduce -3.9% 16,530 $3.9M
Middleton & Co. Inc. 0.42% Reduce -3.4% 16,365 $3.9M
CIBC Bancorp USA Inc. 0.02% — 16,171 $3.9M
Wilmington Savings Fund Society, FSB 0.09% Reduce -0.3% 15,602 $3.7M
Woodline Partners LP 0.02% Add +21.8% 15,480 $3.7M
First National Advisers, LLC 0.49% Reduce -8.2% 15,209 $3.6M
Campbell & CO Investment Adviser LLC 0.27% New 15,163 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +1.2% 15,136 $3.6M
Intrust Bank NA 0.30% Reduce -3.4% 15,085 $3.6M
Horizon Kinetics Asset Management LLC 0.04% Add +93.9% 15,048 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -1.6% 14,822 $3.5M
Second Line Capital, LLC 0.72% Add +1.4% 14,487 $3.5M
Advisory Services Network, LLC 0.05% Reduce -0.1% 14,510 $3.5M
Dean Investment Associates, LLC 0.48% Add +6.5% 14,381 $3.4M
Kepler Cheuvreux (Suisse) SA 0.18% — 14,347 $3.4M
Pittenger & Anderson Inc. 0.12% New 14,245 $3.4M
Guardian Wealth Advisors, LLC / NC 0.22% Add +1.6% 14,216 $3.4M
Modern Wealth Management, LLC 0.07% Add +0.4% 14,175 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -2.1% 13,662 $3.3M
UniSuper Management Pty Ltd 0.02% Add +12.3% 13,626 $3.2M
ICICI Prudential Asset Management Co Ltd 0.34% New 13,450 $3.2M
Occudo Quantitative Strategies LP 0.39% New 13,426 $3.2M
&partners 0.02% Add +6.8% 13,478 $3.2M
Mercer Global Advisors Inc. 0.01% Add +18.4% 13,408 $3.2M
Oregon Public Employees Retirement Fund 0.04% Add +32.0% 13,383 $3.2M
Generali Asset Management SPA SGR 0.07% Add +10.2% 13,368 $3.2M
BDF-Gestion 0.38% Reduce -17.2% 13,257 $3.2M
Regions Financial Corp. 0.02% Add +0.7% 13,094 $3.1M
R.m.sincerbeaux Capital Management LLC 1.65% No change 12,900 $3.1M
Strengthening Families & Communities, LLC 0.68% Add +0.5% 12,913 $3.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -0.5% 12,836 $3.1M
HBK Sorce Advisory LLC 0.08% Reduce -0.8% 13,196 $3.1M
Flputnam Investment Management Co. 0.05% Reduce -4.8% 12,797 $3.0M
OP Asset Management Ltd 0.04% No change 12,757 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -5.7% 12,699 $3.0M
Siemens Fonds Invest GmbH 0.17% Add +20.4% 12,684 $3.0M
NEOS Investment Management LLC 0.02% Add +45.3% 12,592 $3.0M
Agf Management Ltd. 0.01% Reduce -4.4% 12,412 $3.0M
Los Angeles Capital Management LLC 0.01% Reduce -61.4% 12,166 $2.9M
Pinnacle Associates Ltd. 0.04% Add +0.1% 12,134 $2.9M
Bell Asset Management Ltd 0.78% Reduce -34.5% 12,030 $2.9M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.7% 11,984 $2.9M
Appleton Partners Inc. 0.19% Reduce -5.2% 11,983 $2.9M
Tilia Fiduciary Partners, Inc. 1.64% Reduce -1.5% 11,893 $2.8M
Horizon Investments, LLC 0.04% Reduce -1.5% 11,714 $2.8M
Roundview Capital LLC 0.18% Add +0.0% 11,669 $2.8M
Kestra Advisory Services, LLC 0.01% Add +2.2% 11,626 $2.8M
Kintegral Advisory, LLC 0.23% Reduce -0.4% 11,485 $2.7M
Lecap Asset Management Ltd. 0.94% New 11,357 $2.7M
Concurrent Investment Advisors, LLC 0.05% Reduce -5.4% 11,257 $2.7M
Westpac Banking Corp. 0.16% No change 11,175 $2.7M
Coldstream Capital Management Inc. 0.04% Add +2.0% 11,165 $2.7M
Two Sigma Investments, LP 0.00% Add +46.4% 11,112 $2.6M
Merit Financial Group, LLC 0.02% Reduce -2.9% 11,103 $2.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.09% Add +234.4% 10,700 $2.5M
Intech Investment Management LLC 0.02% Reduce -53.9% 10,571 $2.5M
American Trust 0.21% Reduce -1.9% 10,558 $2.5M
Rafferty Asset Management, LLC 0.01% Reduce -0.6% 10,545 $2.5M
Transcend Capital Advisors, LLC 0.17% Reduce -7.6% 10,323 $2.5M
Millennium Management 0.00% Reduce -96.9% 10,315 $2.5M
Fiduciary Trust Co 0.03% Add +11.0% 10,286 $2.4M
Wimmer Associates 1, LLC 1.16% No change 10,135 $2.4M
Public Sector Pension Investment Board 0.01% Add +12.4% 10,112 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -39.9% 10,044 $2.4M
Hantz Financial Services, Inc. 0.04% Reduce -3.9% 9,960 $2.4M
Mraz, Amerine & Associates, Inc. 0.37% Reduce -0.8% 9,939 $2.4M
Greenleaf Trust 0.02% Reduce -0.4% 9,796 $2.3M
Townsquare Capital LLC 0.35% Reduce -16.1% 9,688 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -0.7% 9,618 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -26.6% 9,600 $2.3M
Waterloo Capital, L.P. 0.17% Add +1.5% 9,595 $2.3M
Pacer Advisors, Inc. 0.01% Reduce -37.1% 9,502 $2.3M
Lantz Financial LLC 0.50% Reduce -0.3% 9,493 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 9,172 $2.2M
Mizuho Securities USA LLC 0.04% Add +5.1% 8,531 $2.2M
Oak Thistle LLC 0.33% Reduce -44.9% 9,083 $2.2M
Holocene Advisors, LP 0.00% Add +248.3% 8,984 $2.1M
Avanza Fonder AB 0.06% No change 8,940 $2.1M
Vinva Investment Management Ltd 0.04% Add +96.2% 8,956 $2.1M
Leavell Investment Management, Inc. 0.09% Add +2.9% 8,883 $2.1M
Railway Pension Investments Ltd 0.03% No change 8,900 $2.1M
Bridgewater Associates 0.01% New 8,809 $2.1M
Investment Management Corp of Ontario 0.03% Reduce -45.3% 8,791 $2.1M
Valley National Advisers Inc. 0.32% New 8,719 $2.1M
1832 Asset Management L.P. 0.00% Add +10.6% 8,683 $2.1M
Tredje AP-fonden 0.02% Reduce -58.3% 8,623 $2.1M
Logan Capital Management Inc. 0.09% Reduce -4.0% 8,514 $2.0M
Park Place Capital Corp 0.42% Reduce -1.3% 8,426 $2.0M
Cwm, LLC 0.01% Add +7.4% 8,407 $2.0M
Rwa Wealth Partners, LLC 0.02% No change 8,354 $2.0M
Lee Financial Co 0.25% Reduce -0.8% 8,342 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.3% 8,298 $2.0M
Ossiam 0.03% Add +137.6% 8,230 $2.0M
Naples Global Advisors, LLC 0.15% Reduce -0.8% 8,181 $2.0M
Ashton Thomas Private Wealth, LLC 0.05% Add +35.0% 8,164 $2.0M
Park Avenue Securities LLC 0.01% Reduce -12.7% 7,987 $1.9M
Sentry LLC 0.47% No change 7,948 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -16.7% 7,929 $1.9M
Caprock Group, LLC 0.05% — 7,301 $1.9M
Metis Global Partners, LLC 0.04% Reduce -3.9% 7,829 $1.9M
Alps Advisors Inc. 0.01% Add +395.5% 7,809 $1.9M
Wellington Management Group LLP 0.00% Add +4.5% 7,795 $1.9M
Norinchukin Bank, The 0.02% Add +3.8% 7,748 $1.8M
Dean Capital Management 0.68% No change 7,353 $1.8M
Knollwood Investment Advisory, LLC 0.16% Reduce -0.6% 7,343 $1.7M
Kentucky Retirement Systems 0.05% Reduce -2.5% 7,316 $1.7M
Whittier Trust Co. 0.02% No change 7,411 $1.7M
Zions Bancorporation, National Association 0.09% Reduce -41.4% 7,243 $1.7M
First National Trust Co 0.06% No change 7,200 $1.7M
Atlantic Union Bankshares Corp 0.03% Add +4231.3% 7,190 $1.7M
Johnson Investment Counsel Inc. 0.01% Add +49.0% 7,189 $1.7M
Boyar Asset Management Inc. 1.08% No change 7,182 $1.7M
Groupama Asset Managment 0.03% Add +278.9% 7,142 $1.7M
Verition Fund Management LLC 0.01% Add +44.8% 7,124 $1.7M
Nicholson Wealth Management Group, LLC 0.98% Add +5.4% 7,036 $1.7M
Birch Hill Investment Advisors LLC 0.07% Add +105.8% 7,028 $1.7M
Thrivent Financial for Lutherans 0.00% Add +12.1% 7,005 $1.7M
Prescott Group Capital Management, L.L.C. 0.18% No change 7,000 $1.7M
Trueblood Wealth Management, LLC 0.64% Reduce -1.4% 6,933 $1.7M
Hartford Investment Management Co. 0.05% Reduce -3.0% 6,889 $1.6M
Daiichi Life Insurance Co., Ltd. 0.04% No change 6,841 $1.6M
Koshinski Asset Management, Inc. 0.12% Reduce -2.3% 6,830 $1.6M
Copeland Capital Management, LLC 0.03% Reduce -7.4% 6,740 $1.6M
Callan Family Office, LLC 0.05% Reduce -2.2% 6,644 $1.6M
Bessemer Group Inc. 0.00% Add +82.0% 6,640 $1.6M
Machina Capital S.A.S. 0.28% Reduce -23.6% 6,641 $1.6M
Vontobel Holding Ltd. 0.00% Reduce -12.0% 6,600 $1.6M
Impax Asset Management Group plc 0.01% Add +54.3% 6,403 $1.5M
Kesler, Norman & Wride, LLC 0.30% Reduce -1.4% 6,654 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -0.4% 6,297 $1.5M
Simplicity Wealth,LLC 0.09% Reduce -30.1% 6,211 $1.5M
Lord & Richards Wealth Management, LLC 1.35% Add +12.4% 6,187 $1.5M
Jones Financial Companies LLLP 0.00% Add +20.5% 6,221 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 6,100 $1.5M
Dakota Wealth Management 0.03% Add +29.2% 6,085 $1.4M
Crawford Investment Counsel Inc. 0.02% No change 6,081 $1.4M
TCTC Holdings, LLC 0.04% No change 6,047 $1.4M
Cornercap Investment Counsel Inc. 0.72% Reduce -1.6% 6,041 $1.4M
Lanark Financial, Inc. 0.11% Add +0.7% 6,008 $1.4M
Compound Planning, Inc. 0.05% Add +2.6% 5,997 $1.4M
First Citizens Bank & Trust Co. 0.03% Reduce -28.7% 5,959 $1.4M
Cannell & Spears LLC 0.03% Add +0.1% 5,877 $1.4M
Mirabaud Asset Management Ltd 0.67% No change 5,849 $1.4M
Summit Financial, LLC 0.02% Add +0.2% 5,804 $1.4M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.7% 5,719 $1.4M
Bluespring Wealth Management, LLC 0.12% Reduce -1.4% 5,659 $1.4M
Maryland State Retirement & Pension System 0.03% No change 5,664 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -8.4% 5,641 $1.3M
Dark Forest Capital Management LP 0.05% Reduce -52.7% 5,620 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -79.5% 5,494 $1.3M
Farther Finance Advisors, LLC 0.02% Reduce -0.7% 5,494 $1.3M
QRG Capital Management, Inc. 0.02% Reduce -31.7% 5,488 $1.3M
Centaurus Financial, Inc. 0.06% Reduce -1.3% 5,471 $1.3M
Dynasty Wealth Management, LLC 0.02% Reduce -15.6% 5,461 $1.3M
Vident Advisory, LLC 0.01% Add +5.4% 5,459 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 5,450 $1.3M
EFG Asset Management (Americas) Corp. 0.22% Reduce -9.7% 5,423 $1.3M
Cibc World Market Inc. 0.00% Add +5.8% 5,395 $1.3M
Sumitomo Life Insurance Co. 0.04% New 5,391 $1.3M
HB Wealth Management, LLC 0.01% Add +5.9% 5,367 $1.3M
Cedar Mountain Advisors, LLC 0.25% Add +44.5% 5,358 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -1.8% 5,350 $1.3M
Savant Capital, LLC 0.01% Add +2.2% 5,334 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.5% 5,385 $1.3M
Cynosure Group, LLC 0.14% Reduce -51.6% 5,252 $1.3M
LVW Advisors, LLC 0.13% Add +0.1% 5,233 $1.2M
Summit Trail Advisors, LLC 0.02% Add +473.5% 5,219 $1.2M
Ostrum Asset Management 0.06% Reduce -5.7% 5,222 $1.2M
iA Global Asset Management Inc. 0.02% Add +15.3% 5,205 $1.2M
Keeler Thomas Management LLC 0.56% Add +1.8% 5,103 $1.2M
Orser Capital Management, LLC 0.64% New 5,088 $1.2M
Vestcor Inc 0.04% Add +32.6% 5,060 $1.2M
HighPoint Advisor Group LLC 0.06% Add +3.1% 5,038 $1.2M
Principal Securities, Inc. 0.02% Reduce -2.8% 4,996 $1.2M
GAMMA Investing LLC 0.07% Add +12.4% 4,994 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% No change 4,793 $1.2M
Advocacy Wealth Management, LLC 0.05% New 4,766 $1.1M
Prospera Financial Services Inc 0.02% No change 4,728 $1.1M
Swmg, LLC 0.34% Add +33.6% 4,839 $1.1M
Burling Wealth Partners, LLC 0.18% Reduce -4.2% 4,688 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -1.8% 4,687 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.0% 4,637 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +65.5% 4,627 $1.1M
Marshall Wace, LLP 0.00% New 4,613 $1.1M
Sienna Gestion 0.08% Reduce -90.4% 5,048 $1.1M
Menard Financial Group LLC 0.73% Reduce -0.6% 4,581 $1.1M
Dynamic Technology Lab Private Ltd 0.18% Add +92.1% 4,442 $1.1M
Eukles Asset Management 0.41% Add +1.6% 4,436 $1.1M
Picton Mahoney Asset Management 0.01% New 4,383 $1.0M
Tiaa Trust, National Association 0.00% Reduce -3.9% 4,366 $1.0M
111 Capital 0.20% New 4,361 $1.0M
Allstate Corp. 0.02% New 4,323 $1.0M
Aware Super Pty Ltd as trustee of Aware Super 0.01% New 4,320 $1.0M
R Squared Ltd 0.44% New 4,300 $1.0M
Geneos Wealth Management Inc. 0.03% Add +3.4% 4,279 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 4,273 $1.0M
PFG Investments, LLC 0.05% Reduce -0.2% 4,242 $1.0M
Choreo, LLC 0.01% Reduce -5.2% 4,211 $1.0M
OMERS ADMINISTRATION Corp 0.01% No change 4,225 $1.0M
Sherbrooke Park Advisers LLC 0.46% Add +10.8% 4,121 $981K
Empirical Finance, LLC 0.05% Add +1.0% 4,110 $979K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -57.1% 4,084 $973K
Ritholtz Wealth Management 0.02% Add +7.2% 4,074 $970K
NewEdge Wealth, LLC 0.01% Reduce -0.0% 4,433 $969K
Mission Wealth Management, LP 0.02% Add +8.0% 4,038 $962K
Biltmore Family Office, LLC 0.14% No change 4,015 $960K
Tributary Capital Management, LLC 0.09% Reduce -25.5% 4,012 $956K
Coastal Bridge Advisors, LLC 0.07% Add +0.6% 4,011 $955K
Kelleher Financial Advisors 0.24% No change 4,005 $954K
Bank Ozk 0.34% No change 4,000 $953K
Welch & Forbes LLC 0.01% Reduce -42.4% 3,975 $947K
Nomura Holdings Inc. 0.00% New 3,944 $939K
Oppenheimer & Co. Inc. 0.01% Reduce -0.1% 3,925 $935K
JSF Financial, LLC 0.21% Add +7.0% 3,886 $925K
DT Investment Partners, LLC 0.08% No change 3,870 $922K
Schonfeld Strategic Advisors LLC 0.01% Add +50.5% 3,852 $917K
Fieldview Capital Management, LLC 0.15% New 3,823 $911K
Inceptionr LLC 0.22% New 3,818 $909K
Ieq Capital, LLC 0.00% Reduce -64.3% 3,762 $896K
Smallwood Wealth Investment Management, LLC 0.46% Add +0.2% 3,754 $894K
MGB Wealth Management, LLC 0.25% No change 3,748 $892K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 3,733 $889K
Quadrant Capital Group LLC 0.03% No change 3,687 $878K
Bradley Foster & Sargent Inc. 0.01% No change 3,675 $875K
Integrated Quantitative Investments LLC 0.25% Add +0.2% 3,626 $864K
Accredited Investors Inc. 0.05% Reduce -6.0% 3,571 $851K
ABLE Financial Group, LLC 0.18% Reduce -7.8% 3,512 $836K
Triangle Securities Wealth Management 0.19% Add +8.4% 3,496 $833K
East Coast Asset Management, LLC. 0.26% No change 3,488 $831K
Icon Wealth Advisors, LLC 0.06% No change 3,477 $828K
Qsemble Capital Management, LP 0.08% New 3,473 $827K
CI Investments Inc. 0.00% Reduce -2.0% 3,456 $823K
J. Safra Sarasin Holding AG 0.01% Reduce -30.9% 3,448 $821K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +37.3% 3,430 $817K
Glenmede Investment Management, LP 0.00% Add +5.1% 3,298 $785K
United Advisor Group, LLC 0.10% Add +8.3% 3,257 $776K
D.B. Root & Company, LLC 0.20% Reduce -0.0% 3,243 $772K
Vise Technologies, Inc. 0.03% Reduce -1.3% 3,235 $770K
Bridgewater Advisors Inc. 0.05% Add +0.2% 3,546 $768K
Hilltop Holdings Inc. 0.04% Reduce -2.8% 3,201 $762K
Meeder Advisory Services, Inc. 0.04% Add +20.4% 3,188 $759K
Guardian Wealth Management, Inc. 0.45% Reduce -0.5% 3,187 $759K
IFG Advisory, LLC 0.03% Reduce -1.4% 3,176 $756K
OneDigital Investment Advisors LLC 0.01% Reduce -2.4% 3,172 $756K
Sequoia Financial Advisors, LLC 0.00% Add +11.5% 3,169 $755K
Mufg Securities Americas Inc. 0.05% Add +21.4% 3,159 $752K
Fiduciary Family Office, LLC 0.21% Add +10.6% 3,132 $746K
Aaron Wealth Advisors LLC 0.04% New 3,118 $743K
Turtle Creek Wealth Advisors, LLC 0.07% Add +16.1% 3,117 $742K
Arax Advisory Partners 0.01% Add +163.4% 3,111 $741K
Creekmur Asset Management LLC 0.12% Reduce -26.6% 3,103 $739K
Atlas Legacy Advisors, LLC 0.14% Add +0.4% 3,078 $733K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -3.7% 3,067 $730K
Boothbay Fund Management, LLC 0.02% Add +4.1% 3,047 $726K
Blueshift Asset Management, LLC 0.22% New 3,039 $724K
Clarus Group, Inc. 0.25% Add +0.3% 2,960 $705K
Quantbot Technologies LP 0.02% Reduce -88.8% 2,958 $705K
MorganRosel Wealth Management, LLC 0.18% Reduce -40.5% 2,956 $704K
Kidder Stephen W 0.20% No change 2,950 $703K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -2.5% 2,948 $702K
Beaumont Financial Advisors, LLC 0.05% Add +0.1% 2,938 $700K
Wedmont Private Capital 0.03% Add +10.2% 2,918 $691K
Morningstar Investment Management LLC 0.03% New 2,902 $691K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +2.6% 2,874 $685K
Buckhead Capital Management LLC 0.25% No change 2,873 $684K
Plato Investment Management Ltd 0.05% No change 2,879 $680K
Arkadios Wealth Advisors 0.02% Add +66.1% 2,856 $680K
Jacobi Capital Management LLC 0.04% Add +1.3% 2,843 $677K
Baker Avenue Asset Management, LP 0.02% Add +20.5% 2,840 $676K
Dividend Assets Capital, LLC 0.12% Add +8.8% 2,775 $661K
Wbi Investments, LLC 0.17% Reduce -16.0% 2,738 $652K
CWS Financial Advisors, LLC 0.18% Add +16.0% 2,735 $651K
CHICAGO TRUST Co NA 0.09% Add +0.2% 2,733 $651K
Pandora Wealth, Inc. 0.39% Reduce -12.9% 2,704 $644K
BHK Investment Advisors, LLC 0.24% No change 2,686 $640K
Ninety One UK Ltd 0.00% Reduce -99.0% 2,681 $639K
WealthTrust Axiom LLC 0.17% No change 2,681 $639K
Alta Capital Management LLC/ 0.04% Reduce -1.8% 2,681 $639K
J.W. Cole Advisors, Inc. 0.01% Add +2.9% 2,670 $636K
Venturi Wealth Management, LLC 0.03% Add +7.5% 2,667 $635K
Gibbs Wealth Management 0.14% Reduce -17.5% 2,665 $635K
Unique Wealth, LLC 0.09% Reduce -9.8% 2,662 $634K
Rockland Trust Co. 0.03% Add +83.9% 2,642 $629K
Prime Capital Investment Advisors, LLC 0.01% Add +65.6% 2,635 $628K
Great Lakes Advisors, LLC 0.01% Reduce -12.5% 2,630 $626K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -74.5% 2,595 $618K
Praxis Investment Management Inc. 0.04% No change 2,596 $618K
Brown Miller Wealth Management, LLC 0.17% Add +0.6% 2,590 $617K
Syon Capital LLC 0.03% Add +120.3% 2,566 $611K
Shufro Rose & Co. LLC 0.05% No change 2,500 $606K
Harvest Fund Management Co., Ltd 0.03% Add +143.7% 2,547 $606K
Cary Street Partners Investment Advisory LLC 0.25% Add +3.5% 2,517 $600K
Leonteq Securities AG 0.03% Reduce -0.1% 2,517 $599K
First Heartland Consultants, Inc. 0.05% Add +7.3% 2,511 $598K
Mutual Advisors, LLC 0.01% Reduce -5.7% 2,567 $596K
Albion Financial Group 0.04% Reduce -0.0% 2,477 $590K
Ami Asset Management Corp. 0.03% Reduce -0.5% 2,477 $590K
Norden Group LLC 0.06% Add +28.8% 2,468 $588K
Ellevest, Inc. 0.08% Reduce -8.2% 2,464 $587K
Sompo Asset Management Co., Ltd. 0.10% No change 2,460 $586K
One Plus One Wealth Management, LLC 0.28% Reduce -6.5% 2,437 $580K
Simmons Bank 0.04% Reduce -1.4% 2,423 $577K
Argent Trust Co 0.02% Reduce -1.8% 2,422 $577K
Rehmann Capital Advisory Group 0.03% Add +43.6% 2,397 $572K
Chicago Partners Investment Group LLC 0.01% Add +68.1% 2,490 $572K
Brighton Jones LLC 0.01% Add +2.5% 2,384 $568K
Segment Wealth Management, LLC 0.03% No change 2,371 $565K
World Investment Advisors 0.01% Reduce -8.2% 2,369 $564K
TD Private Client Wealth LLC 0.01% Reduce -9.3% 2,367 $564K
Composition Wealth, LLC 0.01% Add +1.6% 2,362 $563K
SeaBridge Investment Advisors LLC 0.09% No change 2,344 $558K
GC Wealth Management RIA, LLC 0.02% New 2,342 $558K
Sowell Financial Services LLC 0.02% Add +1.2% 2,340 $557K
Voleon Capital Management LP 0.01% Reduce -80.3% 2,274 $542K
Exchange Bank 0.37% No change 2,250 $536K
MUFG Securities EMEA plc 0.01% Add +549.9% 2,242 $534K
Elevation Point Wealth Partners, LLC 0.04% Add +5395.0% 2,198 $526K
Snowden Capital Advisors LLC 0.01% Reduce -7.9% 2,194 $525K
Mather Group, Llc. 0.01% Add +4.3% 2,202 $524K
Equitable Holdings, Inc. 0.00% Add +48.7% 2,201 $524K
Maridea Wealth Management LLC 0.08% New 2,272 $524K
Court Place Advisors, LLC 0.16% No change 2,170 $517K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -4.1% 2,168 $516K
Bryce Point Capital, LLC 0.63% New 2,162 $515K
Diversify Advisory Services, LLC 0.02% Reduce -38.5% 2,316 $512K
Qtron Investments LLC 0.06% Reduce -16.2% 2,146 $511K
Baker Ellis Asset Management LLC 0.06% New 2,131 $508K
Heritage Wealth Advisors 0.02% No change 2,130 $507K
Panagora Asset Management Inc. 0.00% Reduce -52.7% 2,117 $504K
Private Advisor Group, LLC 0.00% Add +5.6% 2,106 $502K
Second Half Financial Partners, LLC 0.22% Add +5.1% 2,104 $501K
Signaturefd, LLC 0.01% Add +2.2% 2,090 $498K
MQS Management LLC 0.28% Reduce -28.7% 2,045 $487K
Exchange Traded Concepts, LLC 0.00% Add +235.9% 2,042 $486K
Spire Wealth Management 0.02% Reduce -2.0% 2,041 $486K
IFP Advisors, Inc 0.01% Reduce -5.3% 2,022 $482K
Portside Wealth Group, LLC 0.07% Reduce -4.6% 2,019 $481K
U.S. Capital Wealth Advisors, LLC 0.01% Add +10.6% 2,017 $480K
Tectonic Advisors LLC 0.03% Add +2.0% 2,012 $479K
Leeward Financial Partners, LLC 0.14% No change 2,000 $476K
Renasant Bank 0.30% Reduce -2.3% 1,995 $475K
CreativeOne Wealth, LLC 0.01% Reduce -31.8% 1,985 $473K
Huntington National Bank 0.00% Reduce -8.7% 1,980 $472K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -17.8% 1,956 $466K
Financial Management Professionals, Inc. 0.05% Add +95.9% 1,939 $464K
Canada Post Corp Registered Pension Plan 0.02% No change 1,950 $463K
Meyer Handelman Co. 0.01% Reduce -34.2% 1,945 $463K
Aberdeen Wealth Management LLC 0.29% No change 1,939 $462K
Maripau Wealth Management LLC 0.23% Reduce -27.2% 1,936 $461K
Sunburst Financial Group, LLC 0.10% Add +12.8% 1,932 $460K
Main Street Financial Solutions, LLC 0.03% Reduce -0.4% 1,896 $452K
Acadian Asset Management LLC 0.00% Reduce -3.7% 1,872 $445K
Silver Oak Securities, Incorporated 0.03% Add +4.4% 1,857 $442K
Bridges Investment Management Inc. 0.01% Add +2.5% 1,844 $439K
Wealth Alliance, LLC 0.05% Reduce -1.6% 1,843 $439K
State of Wyoming 0.05% Add +183900.0% 1,840 $438K
Independence Bank of Kentucky 0.06% No change 1,820 $433K
Ballentine Partners, LLC 0.01% Add +2.4% 1,818 $433K
Clark Capital Management Group, Inc. 0.00% Add +35.6% 1,818 $433K
Marco Investment Management LLC 0.03% Reduce -1.1% 1,812 $432K
Compass Ion Advisors, LLC 0.04% Reduce -0.2% 1,811 $431K
Brown Brothers Harriman & Co. 0.00% Add +30.2% 1,809 $431K
Optimize Financial Inc. 0.22% Add +17.2% 1,798 $428K
Woodward Diversified Capital, LLC 0.20% Add +0.3% 1,796 $428K
Eastern Bank 0.01% No change 1,791 $427K
Sepio Capital, LP 0.03% Reduce -1.0% 1,784 $425K
Mystic Asset Management, Inc. 0.10% No change 1,780 $424K
Ifrah Financial Services, Inc. 0.11% Reduce -1.9% 1,767 $421K
LBMC Investment Advisors, LLC 0.03% New 1,767 $421K
Redmond Asset Management, LLC 0.10% Reduce -6.6% 1,766 $421K
DAVENPORT & Co LLC 0.00% Add +29.1% 1,760 $419K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -5.7% 1,758 $419K
Forza Wealth Management, LLC 0.16% Reduce -30.0% 1,750 $417K
Voya Financial Advisors, Inc. 0.04% Reduce -12.4% 1,749 $416K
Moneco Advisors, LLC 0.03% No change 1,745 $416K
CENTRAL TRUST Co 0.01% No change 1,744 $415K
Chancellor Financial Group WB LP 0.29% No change 1,739 $414K
Waverly Advisors, LLC 0.00% Add +2.5% 1,736 $413K
Sagespring Wealth Partners, LLC 0.01% Add +37.6% 1,736 $413K
Tower Research Capital LLC (TRC) 0.01% Add +36.4% 1,728 $412K
Manning & Napier Advisors LLC 0.01% Reduce -69.1% 1,727 $411K
NorthRock Partners, LLC 0.01% Reduce -16.8% 1,718 $409K
CWA Asset Management Group, LLC 0.02% Add +0.1% 1,713 $408K
Advisors Capital Management, LLC 0.01% Add +29.9% 1,697 $404K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -12.7% 1,757 $404K
Prestige Wealth Management Group LLC 0.08% No change 1,684 $403K
Trust Point Inc. 0.03% Add +18.3% 1,682 $401K
KFG Wealth Management, LLC 0.06% Add +1.9% 1,678 $400K
Curi Capital, LLC 0.01% Add +0.1% 1,668 $399K
Optas, LLC 0.07% Add +3.7% 1,666 $397K
Guggenheim Capital LLC 0.00% Add +11.5% 1,665 $397K
Keybank National Association 0.00% Reduce -2.0% 1,663 $396K
Raiffeisen Bank International AG 0.01% Add +11.6% 1,641 $390K
Journey Strategic Wealth LLC 0.01% New 1,635 $389K
CX Institutional 0.01% Add +2.8% 1,633 $389K
Empire Financial Management Company, LLC 0.09% No change 1,624 $387K
Baader Bank Aktiengesellschaft 0.03% New 1,624 $386K
Strategy Asset Managers LLC 0.07% Reduce -0.4% 1,622 $386K
Everpar Advisors LLC 0.15% Reduce -7.8% 1,622 $386K
Pitcairn Co. 0.03% Reduce -24.6% 1,621 $386K
Ninety One North America, Inc. 0.02% Reduce -24.9% 1,612 $384K
Walleye Capital LLC 0.00% Add +55.8% 1,612 $384K
Moneta Group Investment Advisors LLC 0.00% Add +3.9% 1,608 $383K
Martingale Asset Management L P 0.01% Reduce -5.0% 1,606 $383K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.8% 1,605 $382K
Hall Laurie J Trustee 0.12% Reduce -5.9% 1,600 $381K
Arcadia Investment Management Corp. 0.06% No change 1,600 $381K
Mgo One Seven LLC 0.01% Reduce -24.1% 1,598 $381K
Fisher Asset Management 0.00% Add +24.0% 1,587 $378K
Private Trust Co. NA 0.03% Add +1.4% 1,577 $376K
Campion Asset Management 0.26% No change 1,565 $373K
Tema ETFs LLC 0.03% New 1,563 $372K
Washington Trust Bank 0.03% No change 1,560 $372K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.1% 1,557 $371K
Union Bancaire Privee, UBP SA 0.01% Add +9.3% 1,571 $371K
Brevan Howard Capital Management LP 0.01% Reduce -65.5% 1,550 $369K
Sound View Wealth Advisors Group, LLC 0.03% No change 1,547 $368K
Marietta Investment Partners LLC 0.07% Reduce -3.2% 1,534 $365K
BSW Wealth Partners 0.05% Add +8.9% 1,531 $365K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -13.3% 1,518 $362K
Belpointe Asset Management LLC 0.01% Reduce -17.2% 1,504 $358K
Brogan Financial, Inc. 0.15% Reduce -6.0% 1,504 $358K
Shore Point Advisors, LLC 0.16% No change 1,504 $358K
Gilbert & Cook, Inc. 0.05% Add +2.8% 1,500 $357K
Anchor Investment Management, LLC 0.03% No change 1,500 $357K
Diversified Enterprises, LLC 0.02% Add +31.2% 1,492 $355K
Stonehearth Capital Management, LLC 0.14% No change 1,480 $352K
D. E. Shaw & Co. 0.00% Reduce -89.0% 1,479 $352K
Ipswich Investment Management Co., Inc. 0.08% No change 1,465 $349K
Advisory Alpha, LLC 0.01% Add +21.6% 1,474 $345K
AE Wealth Management LLC 0.00% Reduce -2.8% 1,444 $344K
Traphagen Investment Advisors LLC 0.03% Reduce -0.9% 1,431 $341K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.3% 1,429 $340K
Radnor Capital Management, LLC 0.05% No change 1,407 $335K
MBE Wealth Management, LLC 0.14% Reduce -10.2% 1,406 $335K
Clark Financial Services Group Inc. 0.18% Add +18.5% 1,403 $334K
Foundations Investment Advisors, LLC 0.00% Add +10.8% 1,401 $334K
LaSalle St. Investment Advisors, LLC 0.06% New 1,391 $331K
Atwater Malick LLC 0.10% Reduce -3.4% 1,386 $330K
Fulton Bank, N.A. 0.01% Reduce -51.7% 1,374 $327K
Kathmere Capital Management, LLC 0.02% New 1,372 $327K
Apella Capital, LLC 0.01% Reduce -2.5% 1,441 $326K
HUB Investment Partners, LLC 0.01% New 1,361 $324K
Atlas Brown,Inc. 0.10% Add +0.1% 1,359 $324K
Ewa, LLC 0.09% Add +1.1% 1,358 $323K
Inscription Capital, LLC 0.03% Add +31.7% 1,355 $323K
QSV Equity Investors LLC 0.33% Reduce -2.1% 1,339 $319K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.3% 1,332 $317K
Resources Management Corp. /CT/ 0.04% No change 1,325 $316K
Counterpoint Mutual Funds LLC 0.02% New 1,314 $313K
Ascent Wealth Partners, LLC 0.04% No change 1,311 $312K
Global Retirement Partners, LLC 0.01% Reduce -31.6% 1,306 $311K
Flagship Harbor Advisors, LLC 0.01% Add +0.3% 1,301 $310K
Penobscot Investment Management Company, Inc. 0.02% No change 1,299 $309K
MassMutual Private Wealth & Trust, FSB 0.01% Add +16.8% 1,296 $309K
Profund Advisors LLC 0.01% Reduce -12.3% 1,288 $307K
Washington Trust Advisors, Inc. 0.02% No change 1,286 $306K
Blue Trust, Inc. 0.00% Add +4.0% 1,286 $306K
D.A. Davidson & Co. 0.00% Add +22.1% 1,284 $306K
Quotient Wealth Partners, LLC 0.01% Reduce -12.4% 1,275 $304K
Advisor OS, LLC 0.03% Add +1.9% 1,272 $303K
Stevens Capital Management LP 0.04% New 1,266 $302K
GPS Wealth Strategies Group, LLC 0.03% No change 1,261 $300K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.7% 1,241 $295K
Brooklyn Investment Group 0.04% Reduce -3.8% 1,233 $295K
Petros Family Wealth, LLC 0.24% Add +0.3% 1,222 $291K
Nilsine Partners, LLC 0.03% Add +2.4% 1,218 $290K
Smartleaf Asset Management LLC 0.02% Add +104.2% 1,213 $288K
Gateway Investment Advisers LLC 0.00% New 1,208 $288K
Greykasell Wealth Strategies, Inc. 0.12% No change 1,205 $287K
Courier Capital LLC 0.02% Add +5.8% 1,205 $287K
Barnes Pettey Financial Advisors, LLC 0.16% No change 1,200 $286K
Norris Perne & French LLP 0.02% New 1,200 $286K
Grove Street Fiduciary, LLC 0.14% No change 1,199 $286K
Beacon Pointe Advisors, LLC 0.00% Reduce -46.9% 1,197 $285K
Equitable Trust Co. 0.01% No change 1,189 $283K
Harvey Investment Co. LLC 0.03% Reduce -4.0% 1,188 $283K
Stephens Inc. 0.00% Add +0.6% 1,187 $283K
1858 Wealth Management, LLC 0.20% Reduce -26.7% 1,185 $282K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.56% Reduce -92.4% 1,184 $282K
Crestwood Advisors Group, LLC 0.00% Add +34.3% 1,183 $282K
Moody Aldrich Partners LLC 0.05% Reduce -0.4% 1,166 $278K
Bestgate Wealth Advisors, LLC 0.49% Add +3.3% 1,164 $277K
Choate Investment Advisors 0.01% No change 1,158 $276K
Arrow Investment Advisors, LLC 0.30% New 1,155 $275K
Cigna Investments Inc. 0.04% No change 1,154 $275K
Prosperity Financial Group, Inc. 0.10% Reduce -0.1% 1,153 $275K
Novak & Powell Financial Services, Inc. 0.14% No change 1,152 $274K
Hanson & Doremus Investment Management 0.03% No change 1,150 $274K
Perigon Wealth Management, LLC 0.01% Reduce -15.2% 1,142 $272K
Park National Corp. 0.01% No change 1,132 $270K
Astoria Portfolio Advisors LLC. 0.07% Add +5.8% 1,137 $269K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 1,119 $267K
Davies Financial Advisors, Inc. 0.22% No change 1,119 $267K
Avantax Planning Partners, Inc. 0.01% Reduce -3.4% 1,116 $266K
Brasada Capital Management, LP 0.04% No change 1,130 $264K
Hudson Capital Management LLC 0.07% No change 1,104 $263K
Seaside Wealth Management, Inc. 0.08% Add +0.4% 1,102 $262K
Key Financial Inc 0.05% No change 1,117 $262K
Texas Bank & Trust Co 0.10% No change 1,100 $262K
Accurate Wealth Management, LLC 0.03% Add +5.1% 1,112 $261K
Jump Financial, LLC 0.00% Reduce -83.5% 1,095 $261K
Certuity, LLC 0.02% New 1,090 $260K
Florida Trust Wealth Management Co 0.01% Reduce -0.1% 1,087 $259K
Evergreen Capital Management LLC 0.01% Reduce -1.7% 1,082 $259K
Capital Investment Counsel, Inc 0.03% No change 1,077 $257K
Aprio Wealth Management, LLC 0.03% Reduce -2.1% 1,070 $255K
Parallel Advisors, LLC 0.00% Add +3.0% 1,067 $254K
Rede Wealth, LLC 0.20% New 1,063 $254K
Eagle Bay Advisors LLC 0.20% Reduce -33.7% 1,063 $254K
Daymark Wealth Partners, LLC 0.01% New 1,066 $254K
McAdam, LLC 0.01% Add +12.4% 1,063 $253K
Abn Amro Investment Solutions 0.01% No change 1,062 $253K
Baron Wealth Management LLC 0.08% Reduce -9.6% 1,061 $253K
First Manhattan Co. Llc. 0.00% No change 1,050 $251K
Pavion Blue Capital, LLC 0.11% No change 1,053 $251K
PAX Financial Group, LLC 0.05% Add +13.6% 1,052 $250K
Mayflower Financial Advisors, LLC 0.03% No change 1,050 $250K
Fullcircle Wealth LLC 0.09% Add +2.8% 1,122 $250K
London Co. of Virginia 0.00% Reduce -99.0% 1,043 $248K
Ascent Group, LLC 0.01% Reduce -9.7% 1,035 $247K
Advyzon Investment Management, LLC 0.04% Add +10.3% 1,026 $244K
Avestar Capital, LLC 0.02% Reduce -11.1% 1,019 $244K
Longboard Asset Management, LP 0.39% No change 1,022 $243K
Allred Capital Management, LLC 0.08% No change 1,012 $241K
Moseley Investment Management Inc. 0.07% No change 1,010 $241K
Somerville Kurt F 0.04% No change 1,006 $240K
Great Valley Advisor Group, Inc. 0.00% Add +1.0% 1,004 $240K
Cross Staff Investments Inc 0.17% No change 1,000 $238K
Fischer Financial Services, Inc. 0.06% No change 1,000 $238K
Jmac Enterprises LLC 0.05% No change 1,000 $238K
Jacobsen Capital Management 0.08% Reduce -1.7% 998 $238K
UMB Bank, n.a. 0.00% Add +9.1% 985 $235K
SeaCrest Wealth Management, LLC 0.02% Reduce -5.3% 990 $234K
Meiji Yasuda Life Insurance Co 0.01% New 981 $234K
USA Financial Formulas 0.04% Reduce -4.6% 979 $233K
Advisors Preferred, LLC 0.03% New 992 $233K
Aull & Monroe Investment Management Corp 0.12% Reduce -4.9% 976 $232K
Nicolet Advisory Services, LLC 0.02% Reduce -1.0% 976 $231K
Childress Capital Advisors, LLC 0.04% New 969 $231K
Pegasus Asset Management, Inc. 0.07% No change 968 $231K
PharVision Advisers, LLC 0.13% New 959 $228K
Colonial Trust Co / SC 0.03% No change 958 $228K
Bill Few Associates, Inc. 0.06% New 956 $228K
RDA Financial Network 0.06% Reduce -2.4% 949 $226K
Fragasso Financial Advisors Inc 0.01% Reduce -0.3% 961 $226K
Wayfinding Financial, LLC 0.10% Reduce -1.1% 937 $224K
River Wealth Advisors LLC 0.03% Add +0.1% 936 $223K
Patron Partners, LLC 0.10% No change 930 $221K
Trinity Financial Advisors LLC 0.06% No change 925 $221K
First National Bank of Hutchinson 0.12% New 928 $221K
Mitchell Capital Management Co. 0.04% New 928 $221K
Wealthspire Advisors, LLC 0.00% Reduce -12.4% 928 $221K
Patton Fund Management, Inc. 0.04% No change 925 $220K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 924 $220K
GeoWealth Management, LLC 0.01% Add +105.1% 923 $220K
Ofi Invest Asset Management 0.00% Add +154.3% 1,081 $219K
KFA Private Wealth Group, LLC 0.06% No change 905 $216K
NTV Asset Management LLC 0.02% No change 900 $214K
Trust Co of the South 0.04% No change 895 $213K
Freestone Grove Partners LP 0.00% New 888 $211K
Parkside Financial Bank & Trust 0.02% Add +28.7% 887 $211K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $210K
Steinberganna Wealth Management 0.10% — 880 $210K
Personal Cfo Solutions, LLC 0.04% Reduce -1.5% 880 $210K
Strategic Blueprint, LLC 0.01% Add +5.6% 880 $210K
Versant Capital Management, Inc 0.03% Add +1.6% 879 $209K
Sageworth Trust Co 0.01% New 879 $209K
Independent Wealth Network Inc. 0.07% Add +2.2% 877 $209K
Westover Capital Advisors, LLC 0.04% No change 875 $208K
Howard Capital Management Group, LLC 0.01% No change 875 $208K
von Borstel & Associates, Inc. 0.03% New 930 $207K
Two Sigma Securities, LLC 0.03% New 868 $207K
GTS Securities LLC 0.01% Reduce -16.9% 868 $207K
Enterprise Financial Services Corp 0.11% Reduce -0.2% 866 $206K
Hutchens & Kramer Investment Management Group, LLC 0.08% Reduce -29.1% 865 $206K
Keystone Financial Services 0.06% No change 863 $206K
Bokf, NA 0.00% Reduce -19.0% 860 $205K
Souders Financial Advisors 0.02% Add +2.1% 856 $204K
Essex Bank 0.05% Add +0.1% 855 $204K
Prosperity Consulting Group, LLC 0.01% Reduce -4.5% 854 $203K
Cresset Asset Management, LLC 0.00% New 845 $202K
EverSource Wealth Advisors, LLC 0.01% Add +1.7% 844 $201K
Larson Financial Group LLC 0.01% Reduce -2.6% 844 $201K
Quarry LP 0.05% Reduce -41.0% 831 $198K
Hamilton Capital Partners Inc. 0.01% No change 829 $197K
Sterling Capital Management LLC 0.00% Reduce -3.8% 820 $195K
Bartlett & Co. Wealth Management LLC 0.00% Add +45.5% 803 $192K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 786 $188K
Raleigh Capital Management Inc. 0.07% Reduce -9.5% 774 $184K
Toth Financial Advisory Corp. 0.02% No change 770 $183K
New Millennium Group LLC 0.08% Reduce -88.6% 760 $181K
MCF Advisors LLC 0.01% No change 754 $180K
Private Wealth Asset Management, LLC 0.02% Reduce -0.9% 755 $180K
Whittier Trust Co. of Nevada Inc. 0.00% No change 708 $166K
Steigerwald, Gordon & Koch Inc. 0.02% New 661 $157K
S.A. Mason LLC 0.07% No change 650 $155K
Cary Street Partners Financial LLC 0.00% Add +4.5% 649 $155K
Penserra Capital Management LLC 0.00% Add +1.1% 644 $153K
Kennebec Savings Bank 0.13% No change 600 $143K
PEAK6 LLC 0.00% New 574 $137K
Quent Capital, LLC 0.01% New 549 $131K
Clearstead Trust, LLC 0.02% Reduce -1.8% 540 $129K
Chilton Capital Management LLC 0.00% Reduce -13.0% 529 $126K
United Community Bank 0.04% Add +9.5% 518 $123K
Covestor Ltd 0.07% Add +29.3% 516 $123K
West Oak Capital, LLC 0.06% No change 500 $119K
Broadwater Capital Management LLC 0.09% Reduce -99.6% 500 $119K
Fulcrum Asset Management LLP 0.03% Reduce -2.4% 494 $118K
Lowe Wealth Advisors, LLC 0.04% No change 491 $117K
DHJJ Financial Advisors, Ltd. 0.04% No change 478 $114K
Harbour Investments, Inc. 0.00% Reduce -2.7% 476 $113K
Gen-Wealth Partners Inc 0.04% Add +269.6% 462 $110K
Trust Co. of Toledo NA 0.01% No change 450 $107K
Catalyst Capital Advisors LLC 0.00% Reduce -90.8% 434 $103K
Financial Network Wealth Advisors LLC 0.11% Add +8.4% 427 $102K
Clearstead Advisors, LLC 0.00% Reduce -36.1% 425 $101K
First Command Advisory Services, Inc. 0.00% Add +9.0% 425 $101K
AdvisorNet Financial, Inc 0.01% No change 423 $101K
Capital Advisors, Ltd. LLC 0.01% No change 421 $100K
Armstrong Advisory Group, Inc. 0.01% No change 414 $99K
St Germain D J Co. Inc. 0.00% No change 403 $96K
Ameritas Advisory Services, LLC 0.01% Add +356.1% 374 $89K
Bangor Savings Bank 0.01% No change 364 $87K
Plante Moran Financial Advisors, LLC 0.01% No change 361 $86K
Cromwell Holdings LLC 0.05% No change 360 $86K
SouthState Bank Corp 0.00% Add +1144.8% 361 $86K
Pinnacle Bancorp, Inc. 0.02% No change 354 $84K
Harbor Investment Advisory, LLC 0.01% Add +0.6% 352 $84K
First PREMIER Bank 0.02% No change 330 $79K
SBI Securities Co., Ltd. 0.00% Add +3.1% 331 $79K
Measured Wealth Private Client Group, LLC 0.02% New 324 $77K
CYBER HORNET ETFs LLC 0.05% Add +3.2% 319 $76K
Montag A & Associates Inc. 0.00% Add +3.7% 311 $74K
Marshall & Sterling Wealth Advisors Inc. 0.05% No change 311 $74K
HM Payson & Co. 0.00% No change 310 $74K
Kentucky Trust Co 0.04% No change 300 $71K
MV Capital Management, Inc. 0.01% No change 294 $70K
Roble, Belko & Company, Inc 0.01% No change 295 $70K
TD Waterhouse Canada Inc. 0.00% Reduce -79.6% 297 $70K
Webster Bank, N. A. 0.01% No change 273 $65K
Sentry Investment Management LLC 0.04% Reduce -21.8% 265 $63K
Trust Co. of Vermont 0.00% No change 255 $61K
Asset Dedication, LLC 0.00% Add +10.5% 253 $60K
Global X Japan Co., Ltd. 0.01% Add +38.3% 253 $60K
True Wealth Design, LLC 0.02% Add +32.4% 241 $57K
Root Financial Partners, LLC 0.00% New 239 $57K
Promus Capital, LLC 0.03% No change 229 $55K
Blume Capital Management, Inc. 0.01% No change 229 $55K
Front Row Advisors LLC 0.02% No change 225 $54K
Salem Investment Counselors Inc. 0.00% No change 225 $54K
Ransom Advisory, Ltd 0.02% No change 224 $53K
Alpine Bank Wealth Management 0.01% Reduce -4.4% 219 $52K
Central Pacific Bank - Trust Division 0.01% No change 215 $51K
Piscataqua Savings Bank 0.04% No change 215 $51K
Truvestments Capital LLC 0.01% No change 214 $51K
Bruce G. Allen Investments, LLC 0.04% Reduce -1.9% 212 $50K
Summit Securities Group LLC 0.02% Add +154.4% 201 $48K
Curio Wealth, LLC 0.02% No change 200 $48K
Osterweis Capital Management Inc. 0.00% No change 199 $47K
Anfield Capital Management, LLC 0.01% No change 196 $47K
FSA Wealth Management LLC 0.02% No change 192 $46K
2UniFi Bank 0.02% Add +50.0% 183 $44K
ORG Partners LLC 0.01% Add +57.4% 181 $44K
Cape Investment Advisory, Inc. 0.04% Add +2.8% 181 $43K
Steph & Co. 0.01% Add +11.2% 179 $43K
Rothschild Investment LLC 0.00% Reduce -1.1% 177 $42K
Hazlett, Burt & Watson, Inc. 0.01% No change 175 $42K
REAP Financial Group, LLC 0.01% Add +17.6% 174 $42K
Smithfield Trust Co 0.00% No change 170 $41K
Boreal Capital Management LLC 0.04% No change 170 $41K
Fortitude Family Office, LLC 0.01% Add +5.8% 164 $39K
Stuart Chaussee & Associates, Inc. 0.01% No change 163 $39K
Caitong International Asset Management Co., Ltd 0.03% Add +30.6% 162 $39K
Principia Wealth Advisory, LLC 0.03% Add +5233.3% 160 $38K
Manchester Capital Management LLC 0.01% Reduce -3.1% 158 $38K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.6% 157 $37K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 155 $37K
Hemington Wealth Management 0.00% Add +10.0% 154 $36K
Evergreen Private Wealth LLC 0.01% Add +2.9% 141 $34K
Salomon & Ludwin, LLC 0.00% Add +30.8% 140 $33K
CVA Family Office, LLC 0.00% Add +7.1% 135 $32K
Crewe Advisors LLC 0.00% New 134 $32K
CoreCap Advisors, LLC 0.00% Reduce -3.0% 130 $31K
JFS Wealth Advisors, LLC 0.00% Reduce -10.5% 128 $30K
Minot DeBlois Advisors LLC 0.03% No change 125 $30K
Bogart Wealth, LLC 0.00% No change 123 $29K
Guerra Advisors Inc 0.01% New 120 $29K
Valued Wealth Advisors LLC 0.01% No change 117 $28K
Groupe la Francaise 0.00% Reduce -99.5% 115 $27K
Transamerica Financial Advisors, LLC 0.00% Add +85.5% 115 $27K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -22.6% 113 $27K
Mascoma Wealth Management LLC 0.01% No change 111 $26K
Oakworth Capital, Inc. 0.00% No change 109 $26K
First Horizon Corp. 0.00% — 106 $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
Caldwell Trust Co 0.00% No change 93 $22K
Sunbelt Securities, Inc. 0.00% Add +11.0% 91 $22K
Capital Analysts, LLC 0.00% No change 88 $21K
Essential Partners LLC 0.01% Reduce -1.2% 82 $20K
Wealth Watch Advisors, INC 0.01% New 81 $19K
WPG Advisers, LLC 0.01% Reduce -14.0% 80 $19K
Farmers & Merchants Investments Inc. 0.00% No change 80 $19K
Westfuller Advisors, LLC 0.01% New 80 $19K
TOWER TRUST & INVESTMENT Co 0.01% No change 78 $19K
S&T Bank 0.00% No change 73 $17K
Graney & King, LLC 0.01% No change 70 $17K
Private Wealth Management Group, LLC 0.00% No change 69 $16K
CGC Financial Services, LLC 0.00% New 69 $16K
MTM Investment Management, LLC 0.01% No change 66 $16K
Cornerstone Planning Group LLC 0.00% Add +61.4% 71 $16K
Coston, McIsaac & Partners 0.00% No change 64 $15K
First United Bank & Trust 0.00% No change 60 $14K
Rise Advisors, LLC 0.00% No change 54 $13K
Fortis Group Advisors, LLC 0.00% No change 53 $13K
Investors Research Corp 0.00% No change 52 $12K
Valley Wealth Managers, Inc. 0.00% No change 52 $12K
Aventura Private Wealth, LLC 0.00% New 51 $12K
West Branch Capital LLC 0.00% No change 50 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +2.1% 48 $11K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $11K
Retirement Wealth Solutions LLC 0.01% Reduce -22.4% 45 $11K
Bell Investment Advisors, Inc 0.00% No change 43 $10K
Ameriflex Group, Inc. 0.00% New 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% Add +2.8% 37 $9K
CBIZ Investment Advisory Services, LLC 0.00% Add +620.0% 36 $9K
Creative Financial Designs Inc. 0.00% Reduce -36.8% 36 $9K
JPL Wealth Management, LLC 0.00% New 35 $8K
Horizon Financial Services, LLC 0.00% Add +220.0% 32 $8K
Strategic Investment Solutions, Inc. 0.00% No change 30 $7K
Arlington Trust Co LLC 0.00% No change 30 $7K
Bare Financial Services, Inc 0.00% Reduce -14.7% 29 $7K
Dagco, Inc. 0.00% No change 29 $7K
Sachetta, LLC 0.00% No change 28 $7K
Avion Wealth 0.00% Reduce -13.3% 26 $6K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -78.3% 25 $6K
Howard Hughes Medical Institute 0.00% No change 25 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 25 $6K
TruNorth Capital Management, LLC 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
Cloud Capital Management, LLC 0.00% New 22 $5K
NFSG Corp 0.00% No change 20 $5K
Meeder Asset Management Inc. 0.00% No change 20 $5K
Johnson Financial Group, Inc. 0.00% New 19 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $4K
Elevation Wealth Partners, LLC 0.00% New 18 $4K
Abound Wealth Management 0.00% No change 18 $4K
Imprint Wealth LLC 0.01% — 18 $4K
McIlrath & Eck, LLC 0.00% No change 18 $4K
Gables Capital Management Inc. 0.00% No change 17 $4K
Proffitt & Goodson Inc. 0.00% New 17 $4K
LRI Investments, LLC 0.00% No change 16 $4K
Kilter Group LLC 0.00% Reduce -6.3% 15 $4K
Marquette Asset Management, LLC 0.00% New 15 $4K
Grove Bank & Trust 0.00% No change 15 $4K
Tortoise Investment Management, LLC 0.00% Add +27.3% 14 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $3K
Red Tortoise LLC 0.00% No change 12 $3K
Addison Advisors LLC 0.00% No change 11 $3K
Raffa Wealth Management, LLC 0.00% No change 11 $3K
Golden State Wealth Management, LLC 0.00% New 11 $3K
Pacifica Partners Inc. 0.00% Add +10.0% 11 $3K
Dunhill Financial, LLC 0.00% No change 9 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 8 $2K
Maseco LLP 0.00% No change 8 $2K
SJS Investment Consulting Inc. 0.00% No change 8 $2K
Corsicana & Co. 0.00% — 8 $2K
Rialto Wealth Management, LLC 0.00% Add +20.0% 6 $1K
Aspect Partners, LLC 0.00% New 6 $1K
Highline Wealth Partners LLC 0.00% No change 6 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $1K
Activest Wealth Management 0.00% Add +50.0% 6 $1K
Clark Wealth Partners 0.00% No change 6 $1K
Hughes Financial Services, LLC 0.00% Reduce -25.0% 6 $1K
Financial Consulate, Inc. 0.00% New 5 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Winnacle Wealth LLC 0.00% New 4 $956
Millstone Evans Group, LLC 0.00% New 4 $953
Texas Capital Bancshares Inc 0.00% New 4 $953
HFM Investment Advisors, LLC 0.00% Reduce -20.0% 4 $953
DecisionPoint Financial, LLC 0.00% No change 3 $704
Seneschal Advisors, LLC 0.00% New 2 $477
Breakwater Investment Management 0.00% New 2 $477
Physician Wealth Advisors, Inc. 0.00% No change 2 $477
Avalon Trust Co 0.00% New 2 $477
Sound Income Strategies, LLC 0.00% No change 2 $468
American Capital Advisory, LLC 0.00% New 1 $239
Dogwood Wealth Management LLC 0.00% No change 1 $239
Davis Capital Management 0.00% — 1 $238
Hurley Capital, LLC 0.00% New 1 $238
Nvwm, LLC 0.00% No change 1 $238
Rakuten Securities, Inc. 0.00% Reduce -50.0% 1 $238
Ancora Advisors LLC 0.00% No change 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.