Broadridge Financial SolutioBR

13F holders, Q4 2025 (December 31)
1,137holders +32
77new positions
86sold out
8famous investors
$222.84avg. 13F price*

At the end of Q4 2025, 1,137 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 32 from Q3 2025. 77 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.3B) and State Street Corp. ($1.3B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions77$157.9M
Exits86$203.5M

All 13F filers, Q3 2025 → Q4 2025: 5,826,762 shares bought and 7,631,881 shares sold, net −1,805,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,137 holders

Vanguard Group Inc. 0.05% Reduce -1.6% 15,052,123 $3.4B
BlackRock, Inc. 0.04% Add +1.1% 10,524,638 $2.3B
State Street Corp. 0.05% Add +6.7% 5,994,841 $1.3B
Morgan Stanley 0.05% Reduce -9.6% 4,072,181 $908.8M
Alliancebernstein L.P. 0.26% Reduce -1.2% 3,646,884 $813.9M
Geode Capital Management, LLC 0.05% Add +0.4% 3,354,869 $746.1M
T. Rowe Price Associates Inc. 0.07% Reduce -14.7% 3,060,010 $682.9M
Janus Henderson Group PLC 0.26% Reduce -15.5% 2,634,928 $588.0M
Barclays PLC 0.18% Add +1.8% 2,007,968 $448.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.28% Reduce -1.8% 1,865,995 $411.4M
Ameriprise Financial Inc. 0.09% Add +43.4% 1,778,186 $396.6M
Northern Trust Corp. 0.05% Reduce -2.2% 1,674,439 $373.7M
Norges Bank 0.04% — 1,551,748 $346.3M
Invesco Ltd. 0.03% Add +7.9% 1,547,488 $345.4M
Van Eck Associates Corp. 0.27% Add +110.6% 1,475,283 $329.2M
Stifel Financial Corp. 0.29% Reduce -4.1% 1,446,103 $322.7M
JPMorgan Chase & Co. 0.02% Add +52.8% 1,403,997 $313.3M
Bahl & Gaynor LLC 1.28% Reduce -4.3% 1,134,232 $253.1M
Wells Fargo & Company 0.05% Reduce -6.8% 1,087,438 $242.7M
Navera Investment Management Ltd. 5.11% Reduce -2.2% 1,085,296 $242.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -6.7% 1,021,296 $227.9M
Dimensional Fund Advisors LP 0.04% Reduce -0.2% 953,867 $212.9M
Goldman Sachs Group Inc. 0.03% Add +20.6% 940,020 $209.8M
Fayez Sarofim & Co 0.48% Add +2.3% 904,102 $201.8M
Legal & General Group Plc 0.04% Reduce -11.1% 855,610 $190.9M
Capital International Investors 0.03% Reduce -6.6% 829,608 $185.1M
Bank of New York Mellon Corp 0.03% Reduce -5.6% 799,343 $178.4M
Jensen Investment Management Inc. 2.70% Reduce -30.0% 769,449 $171.7M
Kayne Anderson Rudnick Investment Management LLC 0.46% Reduce -7.0% 768,745 $171.6M
APG Asset Management N.V. 0.48% Reduce -40.8% 884,264 $168.0M
Charles Schwab Investment Management Inc. 0.02% Add +0.4% 710,609 $158.6M
Bank of America Corp. 0.01% Add +5.1% 705,593 $157.5M
T. Rowe Price Investment Management, Inc. 0.09% Reduce -31.0% 656,837 $146.6M
Amundi 0.04% Add +4.4% 632,434 $141.1M
Nomura Asset Management International Inc. 0.21% — 615,945 $137.5M
Pinebridge Investments LLC 0.93% — 567,069 $126.6M
Confluence Investment Management LLC 1.86% Reduce -4.7% 556,515 $124.2M
Envestnet Asset Management Inc. 0.03% Reduce -13.5% 487,071 $108.7M
Deutsche Bank AG 0.04% Add +15.0% 487,064 $108.7M
Citadel Advisors 0.07% Add +872.6% 478,244 $106.7M
UBS Group AG 0.02% Reduce -8.2% 472,385 $105.4M
Corient Private Wealth LP 0.14% Add +2.4% 466,796 $104.5M
CIBC Private Wealth Group LLC 0.16% Reduce -3.6% 420,900 $93.9M
Franklin Resources Inc. 0.02% Reduce -38.3% 417,188 $93.1M
Rathbones Group PLC 0.36% Reduce -4.7% 411,389 $91.8M
Captrust Financial Advisors 0.17% Add +0.3% 408,361 $91.1M
Qube Research & Technologies Ltd 0.13% Reduce -16.6% 404,488 $90.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +288.7% 399,539 $89.2M
Nuveen, LLC 0.02% Add +2.5% 385,671 $86.1M
Raymond James Financial Inc. 0.03% Reduce -2.2% 376,527 $84.0M
Parnassus Investments, LLC 0.21% Reduce -4.1% 364,623 $81.4M
Baird Financial Group, Inc. 0.12% Add +1.3% 351,438 $78.4M
AQR Capital Management 0.04% Add +20.7% 337,241 $75.3M
LPL Financial LLC 0.02% Add +4.3% 334,939 $74.7M
Fenimore Asset Management Inc 1.50% Add +1.5% 323,621 $72.2M
Swiss National Bank 0.04% Reduce -5.5% 320,000 $71.4M
Earnest Partners LLC 0.29% Reduce -14.1% 306,695 $68.4M
California Public Employees Retirement System 0.04% Reduce -15.7% 303,912 $67.8M
Royal Bank of Canada 0.01% Add +32.1% 301,323 $67.2M
Millennium Management 0.05% Add +2770.6% 296,102 $66.1M
Nordea Investment Management AB 0.06% Add +27.3% 290,717 $65.3M
Principal Financial Group Inc. 0.03% Reduce -27.1% 282,152 $63.0M
Balyasny Asset Management L.P. 0.12% Add +25.6% 281,223 $62.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.1% 261,468 $58.4M
Rhumbline Advisers 0.05% Reduce -4.9% 257,854 $57.5M
King Luther Capital Management Corp. 0.24% Add +0.5% 257,105 $57.4M
Schwartz Investment Counsel Inc. 1.93% No change 247,350 $55.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.48% Add +0.3% 254,987 $52.6M
American Century Companies Inc. 0.03% Add +14.5% 232,461 $51.9M
HSBC Holdings PLC 0.03% Reduce -15.0% 227,063 $50.7M
Focus Partners Wealth 0.06% Add +49.8% 225,963 $50.6M
First Trust Advisors LP 0.04% Reduce -22.9% 220,877 $49.3M
GW&K Investment Management, LLC 0.41% Reduce -0.7% 214,136 $47.8M
Canada Pension Plan Investment Board 0.03% Add +4.3% 208,102 $46.4M
California State Teachers Retirement System 0.05% Reduce -4.1% 205,583 $45.9M
BNP Paribas Financial Markets 0.03% Add +0.2% 202,231 $45.1M
SG Americas Securities, LLC 0.06% Add +467.2% 201,791 $45.0M
National Pension Service 0.03% Add +5.5% 184,069 $41.1M
Russell Investments Group, Ltd. 0.04% Add +14.7% 183,340 $41.0M
Benjamin Edwards Inc. 0.43% Reduce -1.2% 175,358 $39.1M
National Bank of Canada 0.04% Add +113.7% 168,420 $37.6M
Anchor Capital Advisors LLC 1.07% Reduce -1.1% 165,808 $37.0M
Jain Global LLC 0.35% New 155,182 $34.6M
Tandem Investment Advisors, Inc. 1.26% New 151,579 $33.8M
ASR Vermogensbeheer N.V. 0.39% Add +9.4% 150,598 $33.6M
Aberdeen Group plc 0.05% Add +3.7% 143,877 $32.1M
B. Metzler seel. Sohn & Co. AG 0.28% Reduce -23.8% 142,574 $31.9M
Zacks Investment Management 0.24% Reduce -1.2% 138,905 $31.0M
Man Group plc 0.06% Add +22.1% 133,689 $29.8M
Public Employees Retirement Association of Colorado 0.11% No change 131,851 $29.4M
Natixis Advisors, LLC 0.04% Reduce -1.8% 125,720 $28.1M
Aptus Capital Advisors, LLC 0.24% Add +9.3% 124,953 $27.9M
Citizens Financial Group Inc. 0.36% Add +0.1% 119,378 $26.8M
Victory Capital Management Inc. 0.01% Add +5.5% 116,734 $26.1M
Quantinno Capital Management LP 0.05% Add +4.9% 116,451 $26.0M
Royal London Asset Management Ltd. 0.05% Reduce -0.4% 112,202 $25.0M
Osaic Holdings, Inc. 0.04% Add +2.5% 111,758 $24.9M
Bath Savings Trust Co 2.48% Reduce -0.7% 111,129 $24.8M
CANADA LIFE ASSURANCE Co 0.04% Reduce -26.3% 110,232 $24.6M
FMR LLC 0.00% Add +4.0% 107,597 $24.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +2.0% 104,266 $23.3M
Bank of Montreal 0.01% Add +6.1% 104,456 $23.3M
EP Wealth Advisors, LLC 0.12% — 103,831 $23.2M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.6% 103,194 $23.0M
Wendell David Associates Inc. 2.27% Reduce -0.8% 100,313 $22.4M
Aviva PLC 0.04% Add +5.8% 98,248 $21.9M
TD Asset Management Inc 0.02% Reduce -18.8% 97,444 $21.7M
Mackenzie Financial Corp. 0.03% Add +1.1% 95,331 $21.4M
Citigroup Inc. 0.01% Reduce -12.9% 93,474 $20.9M
Dearborn Partners LLC 1.03% Reduce -10.3% 92,171 $20.6M
Storebrand Asset Management As 0.06% Reduce -1.3% 91,935 $20.5M
New York State Common Retirement Fund 0.03% Reduce -3.1% 91,662 $20.5M
Geneva Capital Management LLC 0.38% Reduce -1.7% 91,436 $20.4M
New York State Teachers Retirement System 0.04% Reduce -0.0% 90,091 $20.1M
Eurizon Capital SGR S.p.A. 0.06% — 86,190 $19.2M
EULAV Asset Management 0.51% Add +186.7% 86,000 $19.2M
Korea Investment CORP 0.04% Add +15.8% 82,260 $18.4M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -1.4% 81,400 $18.2M
Congress Asset Management Co. 0.12% Reduce -2.4% 78,775 $17.6M
Forsta Ap-Fonden 0.10% Add +0.8% 78,400 $17.5M
CIBC Asset Management Inc 0.04% Add +17.0% 77,878 $17.4M
Nicholas Company, Inc. 0.30% Reduce -6.2% 76,434 $17.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +6.8% 75,265 $16.8M
Teacher Retirement System of Texas 0.06% Reduce -7.7% 73,058 $16.3M
Gotham Asset Management 0.06% Reduce -29.7% 68,289 $15.2M
Abacus FCF Advisors LLC 1.96% New 67,329 $15.0M
Danske Bank A/S 0.03% Add +8.4% 67,267 $15.0M
Running Oak Capital LLC 1.87% Reduce -2.7% 66,760 $14.9M
Addenda Capital Inc. 0.44% Reduce -1.4% 66,229 $14.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.1% 66,413 $14.8M
LBP Am SA 0.17% Add +47.7% 66,383 $14.8M
Varma Mutual Pension Insurance Co 0.09% New 65,900 $14.7M
Toronto Dominion Bank 0.03% Reduce -8.5% 65,580 $14.6M
Pictet Asset Management Holding SA 0.01% Reduce -7.5% 65,572 $14.6M
Walter Public Investments Inc. 2.59% Reduce -7.2% 65,569 $14.6M
State of Wisconsin Investment Board 0.03% Reduce -9.9% 65,305 $14.6M
Truist Financial Corp. 0.02% Reduce -24.8% 64,662 $14.4M
Andra AP-fonden 0.18% Add +118.0% 64,300 $14.3M
Sei Investments Co. 0.01% Reduce -12.7% 61,411 $13.7M
Kelly Lawrence W & Associates Inc. 3.40% Reduce -0.8% 61,082 $13.6M
Motley Fool Wealth Management, LLC 1.03% Reduce -14.5% 59,623 $13.3M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.9% 59,231 $13.2M
Douglas Lane & Associates, LLC 0.18% Reduce -1.7% 58,478 $13.1M
GHP Investment Advisors, Inc. 0.53% Add +3.2% 57,856 $12.9M
WASHINGTON TRUST Co 0.42% Reduce -0.5% 57,505 $12.8M
Advisors Asset Management, Inc. 0.22% Reduce -3.2% 57,464 $12.8M
Prudential Financial Inc. 0.02% Reduce -11.0% 56,564 $12.6M
Crossmark Global Holdings, Inc. 0.18% Add +0.0% 56,044 $12.5M
Asset Management One Co., Ltd. 0.03% Reduce -4.2% 54,848 $12.5M
McRae Capital Management Inc. 2.54% Reduce -3.3% 55,863 $12.5M
Voya Investment Management LLC 0.01% Add +1.2% 55,007 $12.3M
FineMark National Bank & Trust 0.38% Reduce -4.1% 54,807 $12.2M
Two Sigma Investments, LP 0.02% Add +391.1% 54,576 $12.2M
DekaBank Deutsche Girozentrale 0.02% No change 55,970 $12.0M
Federated Hermes, Inc. 0.02% Add +4.2% 53,159 $11.9M
First National Bank of Omaha 0.35% Reduce -0.1% 52,638 $11.7M
ING Groep NV 0.07% Reduce -16.4% 52,385 $11.7M
Commerce Bank 0.06% Reduce -6.0% 51,549 $11.5M
Alley Investment Management Company, LLC 1.34% Reduce -0.2% 51,369 $11.5M
ProShare Advisors LLC 0.02% Add +7.2% 50,821 $11.3M
PNC Financial Services Group, Inc. 0.01% Add +0.5% 49,095 $11.0M
Treasurer of the State of North Carolina 0.03% Reduce -6.8% 48,823 $10.9M
Tudor Investment Corporation 0.06% New 47,274 $10.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +49.6% 47,020 $10.5M
Handelsbanken Fonder AB 0.03% Add +1.6% 47,123 $10.5M
US Bancorp \de 0.01% Reduce -7.2% 45,813 $10.2M
Mn Services Vermogensbeheer B.V. 0.06% Add +1.3% 45,306 $10.1M
Nisa Investment Advisors, LLC 0.03% Add +2.2% 45,001 $10.1M
Natixis 0.04% Add +40.9% 44,909 $10.0M
Southernsun Asset Management, LLC 1.40% Add +0.0% 44,800 $10.0M
Mattern Capital Management, LLC 1.17% Add +5.9% 44,310 $9.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Reduce -13.2% 44,142 $9.9M
HighTower Advisors, LLC 0.01% Reduce -6.9% 43,577 $9.7M
Assetmark, Inc. 0.02% Add +30.0% 42,962 $9.6M
Apollon Wealth Management, LLC 0.16% Add +0.4% 41,841 $9.3M
O'shaughnessy Asset Management, LLC 0.05% Reduce -7.9% 41,776 $9.3M
American Money Management, LLC 1.46% Add +15.1% 41,604 $9.3M
KLP Kapitalforvaltning As 0.04% No change 41,400 $9.3M
Santa Monica Partners LP 5.52% No change 40,793 $9.1M
Lyell Wealth Management, LP 0.66% Add +2.6% 40,619 $9.1M
Comerica Bank 0.04% Reduce -2.2% 40,282 $9.0M
MML Investors Services, LLC 0.02% Add +7.3% 40,236 $9.0M
Public Employees Retirement System of Ohio 0.03% Reduce -38.0% 39,844 $8.9M
Nomura Asset Management Co. Ltd. 0.02% Add +0.4% 39,004 $8.7M
STRS Ohio 0.03% Add +22.0% 38,791 $8.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.8% 37,965 $8.5M
Cetera Investment Advisers 0.01% Reduce -9.5% 37,785 $8.4M
Vision Capital Management, Inc. 1.02% Reduce -0.5% 37,731 $8.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -9.4% 37,625 $8.4M
Crown Oak Advisors, LLC 3.98% Reduce -1.2% 37,620 $8.4M
McCollum Christoferson Group LLC 2.43% Reduce -2.5% 37,614 $8.4M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +0.3% 37,362 $8.3M
Empowered Funds, LLC 0.14% Reduce -6.8% 37,278 $8.3M
New Age Alpha Advisors, LLC 0.36% Add +51.6% 36,911 $8.2M
Signal Advisors Wealth, LLC 0.65% Add +5.6% 36,906 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.9% 36,837 $8.2M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.5% 36,081 $8.1M
Swiss Life Asset Management Ltd 0.04% Reduce -2.6% 35,944 $8.0M
Cibc World Markets Corp. 0.04% — 35,607 $7.9M
MAI Capital Management 0.05% Add +7.3% 35,495 $7.9M
Northstar Group, Inc. 1.11% Add +1.1% 35,416 $7.9M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -4.7% 35,316 $7.9M
Schroder Investment Management Group 0.01% Reduce -27.8% 34,847 $7.8M
Motley Fool Asset Management LLC 0.30% Reduce -5.2% 34,962 $7.8M
Integrated Wealth Concepts LLC 0.09% Reduce -26.1% 34,764 $7.8M
Rockefeller Capital Management L.P. 0.01% Add +1.6% 34,393 $7.7M
EFG International AG 0.15% — 34,106 $7.6M
AdvisorShares Investments LLC 1.26% Add +0.5% 33,850 $7.6M
ICICI Prudential Asset Management Co Ltd 0.88% Add +151.7% 33,850 $7.6M
Marks Group Wealth Management, Inc 0.71% Reduce -9.8% 33,179 $7.4M
Allworth Financial LP 0.03% Add +0.2% 33,148 $7.4M
MetLife Investment Management, LLC 0.04% Reduce -2.9% 33,083 $7.4M
Axxcess Wealth Management, LLC 0.13% Add +17.6% 32,247 $7.2M
Northstar Asset Management Inc. 1.85% Reduce -8.3% 32,108 $7.2M
Arizona State Retirement System 0.04% Reduce -7.7% 32,028 $7.1M
Creative Planning 0.01% Add +13.4% 31,993 $7.1M
Swedbank AB 0.01% Reduce -28.9% 31,911 $7.1M
O'Brien Greene & Co. Inc 2.07% Add +0.6% 31,309 $7.0M
Blair William & Co. 0.02% Reduce -6.8% 31,148 $7.0M
Boston Trust Walden Corp 0.05% Reduce -6.0% 30,859 $6.9M
Czech National Bank 0.04% Add +3.5% 30,780 $6.9M
State of Michigan Retirement System 0.03% Reduce -3.5% 30,560 $6.8M
Xponance LLC 0.05% Add +5.8% 30,538 $6.8M
ExodusPoint Capital Management, LP 0.08% New 30,536 $6.8M
Mariner, LLC 0.01% Reduce -15.4% 30,063 $6.7M
IFM Investors Pty Ltd 0.05% No change 29,435 $6.6M
Kestra Private Wealth Services, LLC 0.08% Reduce -6.8% 28,893 $6.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.06% — 27,635 $6.2M
Suncoast Equity Management 0.62% Reduce -2.3% 27,547 $6.1M
Brown Advisory Inc. 0.01% Reduce -1.2% 27,461 $6.1M
DNB Asset Management AS 0.02% Add +0.1% 27,455 $6.1M
SVB Wealth LLC 0.36% Reduce -14.2% 27,330 $6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.5% 27,152 $6.1M
Lido Advisors, LLC 0.02% Add +0.1% 26,058 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -12.8% 26,815 $6.0M
NewEdge Advisors, LLC 0.02% Reduce -1.1% 26,641 $5.9M
Atria Investments, Inc 0.07% Reduce -8.4% 26,526 $5.9M
Brady Family Wealth, LLC 1.76% Reduce -0.8% 25,603 $5.7M
Amalgamated Bank 0.04% Reduce -6.7% 25,019 $5.6M
Elo Mutual Pension Insurance Co 0.09% Add +25.4% 24,857 $5.5M
M&T Bank Corp 0.02% Reduce -3.8% 24,846 $5.5M
Retirement Systems of Alabama 0.02% Reduce -0.6% 24,833 $5.5M
Palmer Knight Co 2.88% Reduce -16.7% 24,569 $5.5M
Level Four Advisory Services, LLC 0.18% Add +1.5% 24,507 $5.5M
Credit Agricole S A 0.01% Reduce -75.7% 24,408 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -27.3% 24,386 $5.4M
Daiwa Securities Group Inc. 0.02% Reduce -12.5% 24,050 $5.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.2% 24,048 $5.4M
Bryn Mawr Trust Advisors, LLC 0.26% Reduce -0.6% 23,864 $5.3M
Macquarie Group Ltd. 0.02% Reduce -96.5% 23,863 $5.3M
Ethic Inc. 0.08% Reduce -16.4% 23,544 $5.3M
Hamilton Point Investment Advisors, LLC 0.79% Add +1.6% 23,148 $5.2M
Zevenbergen Capital Investments LLC 0.11% Reduce -0.3% 23,040 $5.1M
Pathstone Holdings, LLC 0.02% Add +4.1% 22,879 $5.1M
Allianz Asset Management GmbH 0.01% Reduce -27.9% 22,606 $5.0M
Squarepoint Ops LLC 0.01% Reduce -78.8% 22,492 $5.0M
Commonwealth Equity Services, LLC 0.01% Reduce -15.1% 22,469 $5.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +20.5% 22,206 $5.0M
Evexia Wealth LLC 1.37% Reduce -3.4% 22,182 $4.9M
Occidental Asset Management, LLC 0.58% Add +4.4% 21,793 $4.9M
USS Investment Management Ltd 0.02% Add +8.3% 21,770 $4.9M
Fifth Third Bancorp 0.02% Reduce -5.0% 21,556 $4.8M
Bridgewater Associates 0.02% Add +142.4% 21,352 $4.8M
Griffin Asset Management, Inc. 0.52% Add +6.4% 21,347 $4.8M
KBC Group NV 0.01% Reduce -0.9% 21,163 $4.7M
Kensington Investment Counsel, LLC 1.90% Add +4.2% 20,934 $4.7M
Cerity Partners LLC 0.01% Reduce -15.5% 20,714 $4.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +22.5% 20,676 $4.6M
Horizon Kinetics Asset Management LLC 0.06% Add +35.7% 20,423 $4.6M
Prudential PLC 0.04% Reduce -15.1% 20,311 $4.5M
Bank of Nova Scotia 0.01% Reduce -15.3% 20,219 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.9% 20,139 $4.5M
Allen Capital Group, LLC 0.41% Add +4.5% 20,115 $4.5M
Woodline Partners LP 0.02% Add +28.7% 19,916 $4.4M
Core Alternative Capital 1.22% Reduce -5.0% 19,845 $4.4M
Stratos Wealth Partners, LTD. 0.05% Add +0.4% 19,670 $4.4M
Ensign Peak Advisors, Inc 0.01% Reduce -58.3% 19,649 $4.4M
Susquehanna International Group, LLP 0.01% Add +103.8% 19,560 $4.4M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 19,500 $4.4M
Utah Retirement Systems 0.04% No change 19,251 $4.3M
Burney Co./ 0.13% Add +0.6% 19,245 $4.3M
Woodley Farra Manion Portfolio Management Inc. 0.20% Add +0.5% 19,085 $4.3M
Erste Asset Management GmbH 0.04% Reduce -8.0% 18,720 $4.3M
Bontempo Ohly Capital Mgmt LLC 1.82% Add +0.3% 18,895 $4.2M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +86.6% 18,744 $4.2M
Aureus Asset Management, LLC 0.26% Reduce -37.5% 18,456 $4.1M
Independent Advisor Alliance 0.10% Add +1.9% 17,996 $4.0M
Polar Asset Management Partners Inc. 0.10% New 17,978 $4.0M
Steward Partners Investment Advisory, LLC 0.02% Add +0.5% 17,966 $4.0M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -4.9% 17,952 $4.0M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -64.3% 17,939 $4.0M
Bell Asset Management Ltd 1.07% Add +47.8% 17,777 $4.0M
Railway Pension Investments Ltd 0.05% Add +98.9% 17,700 $4.0M
Princeton Global Asset Management LLC 0.64% Add +0.5% 17,582 $3.9M
Nordwand Advisors, LLC 0.68% Add +0.7% 17,535 $3.9M
Parsons Capital Management Inc. 0.21% Add +1.8% 17,351 $3.9M
Security National Bank 0.55% Add +1.5% 17,098 $3.8M
Concurrent Investment Advisors, LLC 0.04% Add +51.4% 17,046 $3.8M
Long Road Investment Counsel, LLC 1.43% Reduce -1.6% 16,950 $3.8M
New York Life Investment Management LLC 0.03% Reduce -0.9% 16,947 $3.8M
Generali Asset Management SPA SGR 0.08% Add +25.9% 16,835 $3.8M
Cullen/Frost Bankers, Inc. 0.04% Reduce -18.8% 16,703 $3.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -21.8% 16,124 $3.6M
Middleton & Co. Inc. 0.38% Reduce -0.9% 16,225 $3.6M
Candriam S.C.A. 0.02% Reduce -5.6% 16,045 $3.6M
Neuberger Berman Group LLC 0.00% Reduce -89.4% 16,032 $3.6M
Rakuten Investment Management, Inc. 0.01% Reduce -91.1% 15,592 $3.5M
Wilmington Savings Fund Society, FSB 0.08% Add +0.8% 15,735 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -5.5% 15,615 $3.5M
Bleakley Financial Group, LLC 0.06% New 15,589 $3.5M
Callan Family Office, LLC 0.07% Add +133.4% 15,507 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -1.6% 16,488 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +0.9% 15,277 $3.4M
Public Sector Pension Investment Board 0.01% Add +49.7% 15,140 $3.4M
NEOS Investment Management LLC 0.02% Add +19.6% 15,066 $3.4M
Second Line Capital, LLC 0.69% Add +3.4% 14,979 $3.4M
Pacer Advisors, Inc. 0.01% Add +58.2% 15,031 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -18.6% 14,807 $3.3M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -0.6% 14,730 $3.3M
Guardian Wealth Advisors, LLC / NC 0.21% Add +3.1% 14,661 $3.3M
Dean Investment Associates, LLC 0.47% Add +1.9% 14,647 $3.3M
Intrust Bank NA 0.27% Reduce -3.1% 14,623 $3.3M
Advisory Services Network, LLC 0.05% Add +0.5% 14,580 $3.3M
&partners 0.02% Add +8.1% 14,564 $3.2M
Sanctuary Advisors, LLC 0.02% Add +6.0% 14,479 $3.2M
Wealthfront Advisers LLC 0.01% Reduce -26.5% 14,366 $3.2M
Mercer Global Advisors Inc. 0.00% Add +12.0% 15,015 $3.2M
Modern Wealth Management, LLC 0.06% Reduce -0.2% 14,142 $3.2M
First National Advisers, LLC 0.42% Reduce -9.9% 13,697 $3.1M
UniSuper Management Pty Ltd 0.02% Reduce -1.4% 13,440 $3.0M
Oregon Public Employees Retirement Fund 0.04% No change 13,383 $3.0M
Roundview Capital LLC 0.18% Add +14.4% 13,354 $3.0M
Strengthening Families & Communities, LLC 1.06% Add +3.3% 13,341 $3.0M
Kepler Cheuvreux (Suisse) SA 0.17% Reduce -7.1% 13,324 $3.0M
OP Asset Management Ltd 0.04% Add +4.0% 13,268 $3.0M
Jones Financial Companies LLLP 0.00% Add +113.0% 13,250 $3.0M
Horizon Investments, LLC 0.04% Add +11.7% 13,086 $2.9M
Vinva Investment Management Ltd 0.04% Add +44.0% 12,893 $2.9M
Agf Management Ltd. 0.01% Add +4.1% 12,920 $2.9M
R.m.sincerbeaux Capital Management LLC 1.61% No change 12,900 $2.9M
Entropy Technologies, LP 0.15% New 12,728 $2.8M
Flputnam Investment Management Co. 0.04% Reduce -1.6% 12,591 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -1.3% 12,538 $2.8M
QRG Capital Management, Inc. 0.03% Add +127.7% 12,497 $2.8M
BDF-Gestion 0.34% Reduce -6.3% 12,428 $2.8M
Tilia Fiduciary Partners, Inc. 1.53% Add +4.3% 12,410 $2.8M
Oppenheimer Asset Management Inc. 0.03% Add +2.3% 12,264 $2.7M
Dakota Wealth Management 0.05% Add +98.7% 12,088 $2.7M
Appleton Partners Inc. 0.18% Add +0.7% 12,072 $2.7M
Pinnacle Associates Ltd. 0.03% Reduce -0.5% 12,071 $2.7M
University of Texas/Texas Am Investment Management Co. 0.38% New 12,036 $2.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.9% 11,949 $2.7M
Kestra Advisory Services, LLC 0.01% Add +2.4% 11,910 $2.7M
Strong Retirement Solutions LLC 1.79% — 11,882 $2.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +9.3% 11,700 $2.6M
Westpac Banking Corp. 0.16% Add +1.8% 11,372 $2.5M
Los Angeles Capital Management LLC 0.01% Reduce -6.0% 11,434 $2.5M
Kintegral Advisory, LLC 0.21% Reduce -2.7% 11,179 $2.5M
State of Tennessee, Department of Treasury 0.01% Reduce -49.7% 12,635 $2.5M
Investment Management Corp of Ontario 0.03% Add +26.6% 11,131 $2.5M
Siemens Fonds Invest GmbH 0.13% Reduce -13.2% 11,013 $2.5M
Regions Financial Corp. 0.02% Reduce -15.8% 11,023 $2.5M
Aquatic Capital Management LLC 0.07% New 10,942 $2.4M
HBK Sorce Advisory LLC 0.06% Add +1.4% 13,388 $2.4M
Coldstream Capital Management Inc. 0.03% Reduce -2.6% 10,872 $2.4M
Panagora Asset Management Inc. 0.01% Add +401.2% 10,610 $2.4M
American Trust 0.20% Reduce -0.7% 10,486 $2.3M
Rafferty Asset Management, LLC 0.01% Reduce -1.4% 10,399 $2.3M
Argonautica Private Wealth Management, Inc. 0.68% New 10,374 $2.3M
Fiduciary Trust Co 0.03% Reduce -1.5% 10,128 $2.3M
Wimmer Associates 1, LLC 1.05% Reduce -0.1% 10,120 $2.3M
Waterloo Capital, L.P. 0.16% Add +4.3% 10,005 $2.2M
Mraz, Amerine & Associates, Inc. 0.33% No change 9,939 $2.2M
Greenleaf Trust 0.02% Add +1.1% 9,901 $2.2M
Merit Financial Group, LLC 0.02% Reduce -11.4% 9,839 $2.2M
Janney Montgomery Scott LLC 0.00% Reduce -1.7% 9,453 $2.1M
Tredje AP-fonden 0.02% Add +8.6% 9,368 $2.1M
Mirabaud Asset Management Ltd 0.96% Add +47.1% 8,607 $2.1M
Lantz Financial LLC 0.43% Reduce -3.1% 9,195 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 9,172 $2.0M
Hantz Financial Services, Inc. 0.03% Reduce -8.3% 9,130 $2.0M
Avanza Fonder AB 0.05% No change 8,940 $2.0M
Birch Hill Investment Advisors LLC 0.08% Add +26.8% 8,913 $2.0M
Zurich Insurance Group Ltd 0.01% New 8,700 $1.9M
Mizuho Securities USA LLC 0.03% Reduce -0.4% 8,499 $1.9M
Allstate Corp. 0.03% Add +100.1% 8,652 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.6% 8,514 $1.9M
HUB Investment Partners, LLC 0.05% Add +523.1% 8,481 $1.9M
Valley National Advisers Inc. 0.26% Reduce -2.8% 8,473 $1.9M
Norinchukin Bank, The 0.02% Add +8.5% 8,408 $1.9M
Naples Global Advisors, LLC 0.14% Add +1.3% 8,286 $1.9M
Leavell Investment Management, Inc. 0.08% Reduce -6.9% 8,268 $1.9M
Virtus Investment Advisers, LLC 0.50% New 8,300 $1.9M
Transcend Capital Advisors, LLC 0.14% Reduce -19.8% 8,280 $1.8M
Laird Norton Wetherby Trust Company, LLC 0.04% New 8,221 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -1.0% 8,081 $1.8M
Wellington Management Group LLP 0.00% Add +4.0% 8,110 $1.8M
Park Place Capital Corp 0.38% Reduce -3.8% 8,105 $1.8M
PFA Pension, Forsikringsaktieselskab 0.01% — 8,016 $1.8M
Oak Thistle LLC 0.25% Reduce -11.5% 8,042 $1.8M
Logan Capital Management Inc. 0.07% Reduce -6.3% 7,982 $1.8M
Millington Financial Advisors, LLC 0.79% New 9,766 $1.8M
Sentry LLC 0.49% No change 7,948 $1.8M
Verition Fund Management LLC 0.01% Add +11.3% 7,931 $1.8M
Illinois Municipal Retirement Fund 0.02% Reduce -0.2% 7,916 $1.8M
Cwm, LLC 0.00% Reduce -6.3% 7,877 $1.8M
Alps Advisors Inc. 0.01% Reduce -1.0% 7,728 $1.7M
Dean Capital Management 0.72% Add +3.3% 7,595 $1.7M
1832 Asset Management L.P. 0.00% Reduce -12.5% 7,594 $1.7M
Nicholson Wealth Management Group, LLC 0.99% Add +7.1% 7,535 $1.7M
Lee Financial Co 0.22% Reduce -10.7% 7,446 $1.7M
Johnson Investment Counsel Inc. 0.01% Add +2.3% 7,353 $1.6M
Knollwood Investment Advisory, LLC 0.15% No change 7,343 $1.6M
Kentucky Retirement Systems 0.04% No change 7,316 $1.6M
Whittier Trust Co. 0.02% Reduce -0.9% 7,345 $1.6M
First National Trust Co 0.05% Add +0.0% 7,201 $1.6M
Atlantic Union Bankshares Corp 0.03% No change 7,190 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -14.3% 7,158 $1.6M
Kesler, Norman & Wride, LLC 0.27% Add +6.5% 7,089 $1.6M
Boyar Asset Management Inc. 1.00% Reduce -1.8% 7,053 $1.6M
Prescott Group Capital Management, L.L.C. 0.15% No change 7,000 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -1.9% 6,871 $1.5M
Bessemer Group Inc. 0.00% Add +3.3% 6,862 $1.5M
Koshinski Asset Management, Inc. 0.10% Add +0.1% 6,838 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.2% 6,804 $1.5M
Trueblood Wealth Management, LLC 0.59% Reduce -2.9% 6,732 $1.5M
Machina Capital S.A.S. 0.28% Add +0.4% 6,670 $1.5M
Metis Global Partners, LLC 0.03% Reduce -16.8% 6,516 $1.5M
Groupama Asset Managment 0.02% Reduce -9.4% 6,471 $1.4M
Principal Securities, Inc. 0.02% Add +29.5% 6,469 $1.4M
Simplicity Wealth,LLC 0.09% Add +3.4% 6,420 $1.4M
Impax Asset Management Group plc 0.01% No change 6,403 $1.4M
Park Avenue Securities LLC 0.01% Reduce -20.4% 6,360 $1.4M
Copeland Capital Management, LLC 0.03% Reduce -6.1% 6,331 $1.4M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -89.0% 6,296 $1.4M
Abn Amro Investment Solutions 0.02% Add +483.1% 6,193 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -10.2% 6,141 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.08% — 6,000 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +47.2% 6,012 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 6,000 $1.3M
Crawford Investment Counsel Inc. 0.02% Reduce -1.6% 5,981 $1.3M
Cornercap Investment Counsel Inc. 0.66% Reduce -1.3% 5,961 $1.3M
Lanark Financial, Inc. 0.10% Reduce -1.0% 5,948 $1.3M
Xxi Wealth, LLC 0.81% — 5,938 $1.3M
Bullock Wealth Management Group 0.65% — 5,917 $1.3M
Cannell & Spears LLC 0.02% No change 5,877 $1.3M
Centaurus Financial, Inc. 0.06% Add +6.8% 5,841 $1.3M
Summit Financial, LLC 0.02% Reduce -0.6% 5,768 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -3.6% 5,745 $1.3M
Gulf International Bank (UK) Ltd 0.04% No change 5,719 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Add +6.8% 5,750 $1.3M
Maryland State Retirement & Pension System 0.03% No change 5,664 $1.3M
Zions Bancorporation, National Association 0.06% Reduce -22.0% 5,648 $1.3M
Stephens Inc. 0.02% Add +357.6% 5,432 $1.3M
Bluespring Wealth Management, LLC 0.11% Reduce -1.6% 5,566 $1.2M
Farther Finance Advisors, LLC 0.01% Add +1.4% 5,572 $1.2M
Compound Planning, Inc. 0.04% Reduce -7.1% 5,569 $1.2M
TCTC Holdings, LLC 0.04% Reduce -8.3% 5,547 $1.2M
Ostrum Asset Management 0.06% Add +5.8% 5,524 $1.2M
Cynosure Group, LLC 0.13% Add +5.0% 5,512 $1.2M
Dynasty Wealth Management, LLC 0.01% Add +0.9% 5,510 $1.2M
Arwa LLC 0.71% — 5,482 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 5,450 $1.2M
Sumitomo Life Insurance Co. 0.03% Add +0.6% 5,421 $1.2M
Mediolanum International Funds Ltd 0.01% New 5,359 $1.2M
Cedar Mountain Advisors, LLC 0.23% Add +0.4% 5,380 $1.2M
Integrated Quantitative Investments LLC 0.26% Add +47.9% 5,361 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -96.6% 5,358 $1.2M
New Mexico Educational Retirement Board 0.04% No change 5,350 $1.2M
Intech Investment Management LLC 0.01% Reduce -49.5% 5,343 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.0% 5,274 $1.2M
GAMMA Investing LLC 0.06% Add +4.0% 5,196 $1.2M
HB Wealth Management, LLC 0.01% Reduce -4.0% 5,152 $1.1M
Caisse de depot et placement du Quebec 0.00% New 5,136 $1.1M
Keeler Thomas Management LLC 0.55% Add +0.4% 5,125 $1.1M
Vestcor Inc 0.03% Add +1.0% 5,112 $1.1M
World Investment Advisors 0.02% Add +115.2% 5,098 $1.1M
AG2R La Mondiale Gestion D'actifs 0.05% Add +6.3% 5,093 $1.1M
Savant Capital, LLC 0.01% Reduce -6.1% 5,008 $1.1M
HighPoint Advisor Group LLC 0.02% Reduce -0.7% 5,002 $1.1M
NewEdge Wealth, LLC 0.01% Add +10.6% 4,901 $1.1M
Glenmede Trust Co. NA 0.01% — 4,831 $1.1M
Geneos Wealth Management Inc. 0.03% Add +12.3% 4,807 $1.1M
MUFG Securities EMEA plc 0.01% Add +113.4% 4,785 $1.1M
Prospera Financial Services Inc 0.02% Add +1.1% 4,779 $1.1M
Commerzbank Aktiengesellschaft 0.02% New 4,772 $1.1M
Turtle Creek Wealth Advisors, LLC 0.08% Add +52.7% 4,761 $1.1M
Menard Financial Group LLC 0.73% Add +3.4% 4,735 $1.1M
Vident Advisory, LLC 0.01% Reduce -13.3% 4,732 $1.1M
Silvercrest Asset Management Group LLC 0.01% No change 4,687 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.5% 4,614 $1.0M
Summit Trail Advisors, LLC 0.02% Reduce -12.7% 4,554 $1.0M
Eukles Asset Management 0.40% Add +2.7% 4,557 $1.0M
Burling Wealth Partners, LLC 0.15% Reduce -4.6% 4,471 $998K
East Coast Asset Management, LLC. 0.29% Add +27.2% 4,438 $990K
Brevan Howard Capital Management LP 0.02% Add +186.2% 4,436 $990K
Advocacy Wealth Management, LLC 0.04% Reduce -8.1% 4,379 $977K
United Capital Financial Advisors, LLC 0.01% Reduce -6.6% 4,322 $965K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 4,273 $954K
PFG Investments, LLC 0.04% No change 4,242 $947K
OMERS ADMINISTRATION Corp 0.01% No change 4,225 $943K
Tiaa Trust, National Association 0.00% Reduce -3.6% 4,207 $939K
Ossiam 0.02% Reduce -49.4% 4,168 $930K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -87.9% 4,075 $909K
LVW Advisors, LLC 0.09% Reduce -22.4% 4,059 $906K
Biltmore Family Office, LLC 0.12% Add +0.4% 4,030 $903K
Kelleher Financial Advisors 0.21% No change 4,005 $894K
Bank Ozk 0.32% No change 4,000 $893K
Coastal Bridge Advisors, LLC 0.07% Reduce -0.3% 3,998 $892K
North Dakota State Investment Board 0.03% — 3,996 $892K
Oppenheimer & Co. Inc. 0.01% Add +0.9% 3,959 $884K
Empirical Finance, LLC 0.04% Reduce -4.2% 3,938 $879K
Welch & Forbes LLC 0.01% Reduce -1.9% 3,900 $870K
Dynamic Technology Lab Private Ltd 0.20% Reduce -12.4% 3,889 $868K
Tributary Capital Management, LLC 0.09% Reduce -3.1% 3,888 $868K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +49.6% 3,881 $866K
DT Investment Partners, LLC 0.07% No change 3,870 $864K
Vise Technologies, Inc. 0.02% Add +19.4% 3,863 $862K
Jane Street Group, LLC 0.00% Reduce -95.6% 3,859 $861K
Choreo, LLC 0.01% Reduce -9.9% 3,794 $855K
Jacobi Capital Management LLC 0.05% Add +33.5% 3,795 $847K
Smallwood Wealth Investment Management, LLC 0.44% Add +0.3% 3,765 $840K
Triangle Securities Wealth Management 0.18% Add +7.4% 3,756 $838K
Lord & Richards Wealth Management, LLC 0.72% Reduce -39.3% 3,753 $837K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 3,730 $832K
Bradley Foster & Sargent Inc. 0.01% No change 3,675 $820K
Accredited Investors Inc. 0.04% Add +2.4% 3,655 $816K
Townsquare Capital LLC 0.18% Reduce -62.6% 3,622 $808K
Ofi Invest Asset Management 0.01% Add +246.4% 3,745 $807K
iA Global Asset Management Inc. 0.01% Reduce -30.7% 3,608 $805K
Buckhead Capital Management LLC 0.29% Add +25.3% 3,599 $803K
Union Bancaire Privee, UBP SA 0.01% Add +124.8% 3,532 $803K
MGB Wealth Management, LLC 0.23% Reduce -4.2% 3,590 $802K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.7% 3,591 $801K
Ieq Capital, LLC 0.00% Reduce -5.7% 3,546 $791K
Osmosis Investment Management UK Ltd 0.02% — 3,498 $784K
Quadrant Capital Group LLC 0.02% Reduce -6.2% 3,460 $772K
Icon Wealth Advisors, LLC 0.05% Add +0.1% 3,480 $772K
Keybank National Association 0.00% Add +107.7% 3,454 $771K
Atlas Legacy Advisors, LLC 0.13% Add +11.9% 3,444 $769K
ABLE Financial Group, LLC 0.15% Reduce -4.9% 3,339 $745K
Prime Capital Investment Advisors, LLC 0.01% Add +25.9% 3,317 $740K
V-Square Quantitative Management LLC 0.08% New 3,317 $740K
Mission Wealth Management, LP 0.02% Reduce -17.9% 3,317 $740K
United Advisor Group, LLC 0.09% Add +1.1% 3,293 $735K
IFG Advisory, LLC 0.03% Add +3.1% 3,275 $731K
Bridgewater Advisors Inc. 0.05% Add +0.4% 3,561 $729K
Swmg, LLC 0.20% Reduce -17.4% 3,999 $727K
Sequoia Financial Advisors, LLC 0.00% Add +2.4% 3,246 $724K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -94.9% 3,246 $724K
D.B. Root & Company, LLC 0.18% Reduce -0.1% 3,240 $723K
Longaeva Partners L.P. 0.09% New 3,213 $717K
Tower Research Capital LLC (TRC) 0.02% Add +85.4% 3,203 $715K
Farringdon Capital, Ltd. 0.17% New 3,190 $712K
Axq Capital, LP 0.16% New 3,190 $712K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.25% Add +168.3% 3,177 $709K
Havemeyer Place LP 0.14% — 3,152 $703K
Mufg Securities Americas Inc. 0.04% Reduce -0.4% 3,145 $702K
Securian Asset Management, Inc. 0.03% Reduce -44.3% 3,140 $701K
Guardian Wealth Management, Inc. 0.41% Reduce -2.8% 3,098 $691K
BHK Investment Advisors, LLC 0.23% Add +14.3% 3,071 $685K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 3,067 $684K
CWS Financial Advisors, LLC 0.18% Add +11.6% 3,053 $681K
Paladin Partners, LLC 0.51% — 3,050 $681K
Boothbay Fund Management, LLC 0.02% Reduce -3.1% 2,951 $659K
Kidder Stephen W 0.19% No change 2,950 $658K
Hilltop Holdings Inc. 0.04% Reduce -8.7% 2,923 $652K
iSAM Funds (UK) Ltd 0.23% New 2,919 $651K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -1.2% 2,913 $650K
Morningstar Investment Management LLC 0.04% No change 2,902 $648K
Sepio Capital, LP 0.04% Add +62.7% 2,903 $648K
Vontobel Holding Ltd. 0.00% Reduce -56.1% 2,896 $646K
Plato Investment Management Ltd 0.04% No change 2,879 $646K
Inscription Capital, LLC 0.07% Add +113.2% 2,889 $645K
Meeder Advisory Services, Inc. 0.03% Reduce -11.5% 2,821 $630K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +203.3% 2,802 $625K
Clarus Group, Inc. 0.22% Reduce -6.5% 2,769 $618K
AlphaGrep UK Ltd 0.20% — 2,750 $614K
CHICAGO TRUST Co NA 0.10% Reduce -0.0% 2,732 $610K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -5.5% 2,716 $606K
Quantbot Technologies LP 0.02% Reduce -8.7% 2,701 $603K
WealthTrust Axiom LLC 0.15% No change 2,681 $598K
First Heartland Consultants, Inc. 0.05% Add +6.3% 2,669 $596K
Fisher Asset Management 0.00% Add +67.7% 2,662 $594K
Tailwinds Wealth, LLC 0.64% — 2,653 $592K
Great Lakes Advisors, LLC 0.00% No change 2,630 $587K
Savvy Advisors, Inc. 0.02% New 2,624 $586K
Equitable Holdings, Inc. 0.00% Add +19.1% 2,621 $585K
Brown Miller Wealth Management, LLC 0.16% Add +0.7% 2,608 $582K
Arkadios Wealth Advisors 0.01% Reduce -8.8% 2,605 $581K
Praxis Investment Management Inc. 0.03% No change 2,596 $579K
Canada Post Corp Registered Pension Plan 0.02% Add +31.8% 2,570 $574K
Cary Street Partners Investment Advisory LLC 0.15% Add +1.9% 2,565 $572K
Harvest Fund Management Co., Ltd 0.02% No change 2,547 $568K
Wedmont Private Capital 0.02% Reduce -11.4% 2,586 $568K
Mutual Advisors, LLC 0.01% Reduce -1.1% 2,538 $566K
Venturi Wealth Management, LLC 0.03% Reduce -5.5% 2,521 $563K
Baker Avenue Asset Management, LP 0.01% Reduce -11.5% 2,514 $561K
Syon Capital LLC 0.03% Reduce -2.1% 2,511 $560K
Shufro Rose & Co. LLC 0.04% No change 2,500 $558K
Tyche Wealth Partners LLC 0.09% New 2,448 $546K
Sowell Financial Services LLC 0.02% Add +4.0% 2,434 $543K
Rockland Trust Co. 0.02% Reduce -7.9% 2,433 $543K
Elevation Point Wealth Partners, LLC 0.03% Add +8.9% 2,393 $536K
Gibbs Wealth Management 0.13% Reduce -10.0% 2,399 $536K
Ami Asset Management Corp. 0.03% Reduce -3.6% 2,388 $533K
Argent Trust Co 0.02% Reduce -1.6% 2,384 $532K
Segment Wealth Management, LLC 0.03% No change 2,371 $529K
Frank, Rimerman Advisors LLC 0.03% New 2,366 $528K
SeaBridge Investment Advisors LLC 0.09% No change 2,344 $523K
Belpointe Asset Management LLC 0.02% Add +55.6% 2,340 $522K
Unique Wealth, LLC 0.07% Reduce -12.3% 2,336 $521K
Fiduciary Family Office, LLC 0.15% Reduce -25.8% 2,325 $519K
MQS Management LLC 0.31% Add +13.4% 2,319 $518K
OneDigital Investment Advisors LLC 0.01% Reduce -26.9% 2,318 $517K
Evolve Private Wealth, LLC 0.03% — 2,307 $517K
Private Advisor Group, LLC 0.00% Add +9.9% 2,314 $516K
One Plus One Wealth Management, LLC 0.24% Reduce -5.0% 2,314 $516K
Dividend Assets Capital, LLC 0.10% Reduce -16.6% 2,313 $516K
Ritholtz Wealth Management 0.01% Reduce -43.4% 2,305 $515K
Exchange Bank 0.35% No change 2,250 $502K
Composition Wealth, LLC 0.01% Reduce -6.3% 2,214 $494K
Ellevest, Inc. 0.07% Reduce -10.6% 2,202 $491K
Norden Group LLC 0.05% Reduce -11.3% 2,189 $489K
IFP Advisors, Inc 0.01% Add +7.7% 2,177 $486K
Aaron Wealth Advisors LLC 0.03% Reduce -30.6% 2,164 $483K
Baker Ellis Asset Management LLC 0.06% No change 2,131 $476K
Heritage Wealth Advisors 0.02% No change 2,130 $475K
Ninety One UK Ltd 0.00% Reduce -20.6% 2,128 $475K
Rehmann Capital Advisory Group 0.02% Reduce -11.7% 2,116 $474K
Brooklyn Investment Group 0.02% Add +68.6% 2,079 $473K
Snowden Capital Advisors LLC 0.01% Reduce -4.0% 2,107 $472K
Sompo Asset Management Co., Ltd. 0.08% Reduce -14.2% 2,110 $471K
Waverly Advisors, LLC 0.00% Add +21.0% 2,101 $469K
Pittenger & Anderson Inc. 0.02% Reduce -85.3% 2,100 $469K
Tectonic Advisors LLC 0.02% Add +4.4% 2,100 $469K
Stevens Capital Management LP 0.16% Add +65.1% 2,090 $466K
Martingale Asset Management L P 0.01% Add +29.9% 2,086 $466K
TD Private Client Wealth LLC 0.01% Reduce -12.0% 2,084 $465K
Maripau Wealth Management LLC 0.21% Add +7.0% 2,072 $462K
Leonteq Securities AG 0.02% Reduce -17.8% 2,070 $462K
CreativeOne Wealth, LLC 0.01% Add +4.0% 2,065 $461K
Gen-Wealth Partners Inc 0.15% Add +342.2% 2,043 $456K
Exchange Traded Concepts, LLC 0.00% Reduce -0.1% 2,040 $455K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.4% 2,025 $452K
Mather Group, Llc. 0.00% Reduce -8.3% 2,020 $451K
E6 Portfolios, LLC 0.51% — 2,007 $448K
Qtron Investments LLC 0.06% Reduce -6.8% 2,001 $447K
Convergence Financial, LLC 0.07% New 2,001 $447K
Sierra Legacy Group 0.33% New 2,000 $446K
Leeward Financial Partners, LLC 0.13% No change 2,000 $446K
Spire Wealth Management 0.01% Reduce -2.7% 1,986 $443K
Applied Finance Capital Management, LLC 0.03% New 1,978 $441K
Simmons Bank 0.03% Reduce -18.9% 1,964 $438K
Financial Management Professionals, Inc. 0.05% Add +0.7% 1,953 $438K
Nomura Holdings Inc. 0.00% Reduce -50.6% 1,948 $435K
Meyer Handelman Co. 0.01% No change 1,945 $434K
Aberdeen Wealth Management LLC 0.20% No change 1,939 $433K
Argos Wealth Advisors, LLC 0.12% — 1,935 $432K
Signaturefd, LLC 0.01% Reduce -8.4% 1,915 $427K
Second Half Financial Partners, LLC 0.19% Reduce -9.9% 1,896 $423K
Huntington National Bank 0.00% Reduce -4.9% 1,883 $420K
Main Street Financial Solutions, LLC 0.03% Reduce -0.7% 1,883 $420K
Silver Oak Securities, Incorporated 0.03% Add +0.4% 1,865 $420K
Optas, LLC 0.07% Add +12.7% 1,877 $419K
Sunburst Financial Group, LLC 0.08% Reduce -3.0% 1,874 $418K
Wealth Alliance, LLC 0.04% Add +0.1% 1,844 $412K
Bridges Investment Management Inc. 0.01% No change 1,844 $412K
TCW Group Inc. 0.00% New 1,843 $411K
Redmond Asset Management, LLC 0.10% Add +4.3% 1,841 $411K
Brown Brothers Harriman & Co. 0.00% Add +1.7% 1,840 $411K
Caprock Group, LLC 0.01% Reduce -75.4% 1,798 $410K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -15.4% 1,833 $409K
Gateway Investment Advisers LLC 0.00% Add +51.5% 1,830 $408K
Optimize Financial Inc. 0.20% Add +1.3% 1,822 $407K
Independence Bank of Kentucky 0.05% No change 1,820 $406K
Marco Investment Management LLC 0.03% No change 1,812 $404K
Compass Ion Advisors, LLC 0.04% Add +0.1% 1,812 $404K
Ballentine Partners, LLC 0.01% Reduce -0.4% 1,810 $404K
Forza Wealth Management, LLC 0.15% Add +2.9% 1,800 $402K
Diversified Trust Co. 0.01% New 1,794 $400K
J. Safra Sarasin Holding AG 0.01% Reduce -48.0% 1,792 $400K
Fifth Third Wealth Advisors LLC 0.01% Add +13.3% 1,764 $394K
Clark Capital Management Group, Inc. 0.00% Reduce -3.5% 1,755 $392K
Pandora Wealth, Inc. 0.24% Reduce -35.1% 1,754 $391K
KFG Wealth Management, LLC 0.05% Add +4.2% 1,749 $390K
Woodward Diversified Capital, LLC 0.18% Reduce -2.8% 1,746 $390K
CENTRAL TRUST Co 0.01% Add +0.1% 1,746 $390K
DAVENPORT & Co LLC 0.00% Reduce -0.9% 1,744 $389K
McMillan Office, Inc. 0.05% — 1,742 $389K
Chancellor Financial Group WB LP 0.27% No change 1,739 $388K
Foundations Investment Advisors, LLC 0.01% Add +24.0% 1,737 $388K
Moneco Advisors, LLC 0.03% Reduce -0.5% 1,737 $388K
Abacus Wealth Partners, LLC 0.04% New 1,736 $387K
Ifrah Financial Services, Inc. 0.10% Reduce -1.8% 1,735 $387K
Prosperity Advisers, LLC 0.32% — 1,718 $385K
Global Retirement Partners, LLC 0.01% Add +32.1% 1,725 $385K
Wealthspire Advisors, LLC 0.00% Add +83.6% 1,704 $380K
Crestwood Advisors Group, LLC 0.01% Add +42.8% 1,689 $377K
Curi Capital, LLC 0.01% Add +0.3% 1,673 $375K
Portside Wealth Group, LLC 0.05% Reduce -17.0% 1,675 $374K
Renasant Bank 0.25% Reduce -16.8% 1,660 $370K
Raiffeisen Bank International AG 0.00% No change 1,641 $370K
Graham Capital Management, L.P. 0.02% New 1,651 $368K
Marietta Investment Partners LLC 0.07% Add +7.5% 1,649 $368K
Mystic Asset Management, Inc. 0.08% Reduce -7.5% 1,646 $367K
Beacon Pointe Advisors, LLC 0.00% Add +37.3% 1,643 $367K
Eastern Bank 0.01% Reduce -8.4% 1,641 $366K
Advisors Capital Management, LLC 0.00% Reduce -3.5% 1,638 $366K
AlphaCore Capital LLC 0.01% New 1,628 $365K
Empire Financial Management Company, LLC 0.08% No change 1,624 $363K
Diversify Advisory Services, LLC 0.01% Reduce -28.4% 1,657 $362K
Strategy Asset Managers LLC 0.06% Reduce -0.1% 1,620 $362K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -7.9% 1,619 $361K
CX Institutional 0.01% Reduce -0.9% 1,618 $361K
Diversified Enterprises, LLC 0.02% Add +7.4% 1,603 $358K
Picton Mahoney Asset Management 0.00% Reduce -63.5% 1,601 $357K
Arcadia Investment Management Corp. 0.06% No change 1,600 $357K
Mgo One Seven LLC 0.01% Reduce -0.3% 1,594 $356K
Trust Point Inc. 0.03% Reduce -5.5% 1,590 $355K
CWA Asset Management Group, LLC 0.01% Reduce -7.4% 1,587 $354K
Voya Financial Advisors, Inc. 0.03% Reduce -11.4% 1,549 $352K
Private Trust Co. NA 0.03% Reduce -0.1% 1,576 $352K
Campion Asset Management 0.24% No change 1,565 $349K
Prestige Wealth Management Group LLC 0.07% Reduce -7.7% 1,554 $348K
Washington Trust Bank 0.02% No change 1,560 $348K
Tema ETFs LLC 0.03% Reduce -0.3% 1,559 $348K
Advisory Alpha, LLC 0.01% Add +5.5% 1,555 $347K
GM Advisory Group, LLC 0.01% New 1,555 $347K
Sound View Wealth Advisors Group, LLC 0.02% No change 1,547 $345K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -3.9% 1,542 $344K
Legato Capital Management LLC 0.03% New 1,537 $343K
Wellington Grp LLC 0.11% — 1,529 $341K
Gilbert & Cook, Inc. 0.04% Add +1.9% 1,529 $341K
Guggenheim Capital LLC 0.00% Reduce -9.1% 1,513 $338K
MBE Wealth Management, LLC 0.14% Add +7.5% 1,511 $337K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.7% 1,508 $337K
SHP Wealth Management 0.03% — 1,504 $336K
Shore Point Advisors, LLC 0.14% No change 1,504 $336K
Anchor Investment Management, LLC 0.03% No change 1,500 $335K
National Wealth Management Group, LLC 0.12% New 1,493 $333K
Stonehearth Capital Management, LLC 0.12% No change 1,480 $330K
Evergreen Capital Management LLC 0.01% Add +36.1% 1,473 $330K
Magnetar Financial LLC 0.00% Reduce -94.8% 1,479 $330K
D. E. Shaw & Co. 0.00% No change 1,479 $330K
Verity Asset Management, Inc. 0.14% New 1,478 $330K
GTS Securities LLC 0.01% Add +69.8% 1,474 $329K
Maridea Wealth Management LLC 0.05% Reduce -35.3% 1,470 $328K
Ipswich Investment Management Co., Inc. 0.08% No change 1,465 $327K
Randall & Associates Wealth Management 0.23% New 1,460 $326K
D.A. Davidson & Co. 0.00% Add +13.0% 1,451 $324K
Apella Capital, LLC 0.01% Add +0.4% 1,447 $323K
Childress Capital Advisors, LLC 0.05% Add +49.3% 1,447 $323K
Clark Financial Services Group Inc. 0.17% Add +2.2% 1,434 $320K
Advyzon Investment Management, LLC 0.04% Add +38.7% 1,423 $317K
AE Wealth Management LLC 0.00% Reduce -2.0% 1,415 $316K
Mitchell McLeod Pugh & Williams Inc. 0.04% Reduce -1.4% 1,732 $315K
J.W. Cole Advisors, Inc. 0.01% Reduce -38.5% 1,642 $314K
Radnor Capital Management, LLC 0.05% No change 1,407 $314K
Hall Laurie J Trustee 0.10% Reduce -12.5% 1,400 $312K
Traphagen Investment Advisors LLC 0.03% Reduce -2.6% 1,394 $311K
Kathmere Capital Management, LLC 0.02% Add +1.5% 1,392 $311K
Sterling Capital Management LLC 0.01% Add +69.4% 1,389 $310K
Prelude Capital Management, LLC 0.02% New 1,371 $306K
AssuredPartners Investment Advisors, LLC 0.05% New 1,371 $306K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -1.5% 1,370 $305K
Atlas Brown,Inc. 0.09% Add +0.4% 1,364 $304K
Atwater Malick LLC 0.08% Reduce -2.7% 1,349 $301K
Everpar Advisors LLC 0.11% Reduce -17.1% 1,344 $300K
Fieldview Capital Management, LLC 0.05% Reduce -64.8% 1,344 $300K
Alpha Cubed Investments, LLC 0.01% New 1,343 $300K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 1,333 $298K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.2% 1,326 $296K
Resources Management Corp. /CT/ 0.04% Reduce -0.8% 1,315 $293K
Penobscot Investment Management Company, Inc. 0.02% No change 1,299 $290K
Safe Harbor Fiduciary, LLC 0.26% — 1,296 $289K
Ewa, LLC 0.07% Reduce -5.2% 1,288 $287K
Washington Trust Advisors, Inc. 0.02% No change 1,286 $287K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +3.6% 1,286 $287K
QSV Equity Investors LLC 0.42% Reduce -4.2% 1,283 $286K
Nicolet Advisory Services, LLC 0.02% Add +29.3% 1,262 $281K
Nilsine Partners, LLC 0.02% Add +3.5% 1,261 $281K
Flagship Harbor Advisors, LLC 0.01% Reduce -3.1% 1,260 $281K
Blue Trust, Inc. 0.00% Reduce -2.1% 1,259 $281K
Caitlin John, LLC 0.18% New 1,257 $281K
Fulton Bank, N.A. 0.01% Reduce -8.7% 1,254 $280K
Advisor OS, LLC 0.02% Reduce -1.5% 1,253 $280K
Accurate Wealth Management, LLC 0.04% Add +12.1% 1,246 $278K
BSW Wealth Partners 0.03% Reduce -18.6% 1,246 $278K
Certuity, LLC 0.02% Add +13.8% 1,241 $277K
Albion Financial Group 0.02% Reduce -49.9% 1,240 $277K
EverSource Wealth Advisors, LLC 0.01% Add +46.7% 1,238 $277K
Petros Family Wealth, LLC 0.18% Reduce -0.1% 1,221 $272K
Ninety One North America, Inc. 0.01% Reduce -24.3% 1,221 $272K
PCM Encore, LLC 0.06% — 1,209 $270K
Greykasell Wealth Strategies, Inc. 0.11% No change 1,205 $269K
Barnes Pettey Financial Advisors, LLC 0.13% No change 1,200 $268K
Norris Perne & French LLP 0.02% No change 1,200 $268K
Grove Street Fiduciary, LLC 0.11% No change 1,199 $268K
UMB Bank, n.a. 0.00% Add +21.6% 1,198 $267K
Ascent Group, LLC 0.01% Add +15.1% 1,191 $266K
Advisors Preferred, LLC 0.04% Add +21.4% 1,204 $265K
Equitable Trust Co. 0.01% No change 1,189 $265K
Harvey Investment Co. LLC 0.03% No change 1,188 $265K
Tannin Capital LLC 0.23% — 1,176 $262K
Sagespring Wealth Partners, LLC 0.00% Reduce -32.5% 1,171 $261K
Cresset Asset Management, LLC 0.00% Add +37.9% 1,165 $261K
Alta Capital Management LLC/ 0.02% Reduce -56.7% 1,161 $259K
Choate Investment Advisors 0.01% No change 1,158 $258K
Cigna Investments Inc. 0.04% No change 1,154 $258K
Moneta Group Investment Advisors LLC 0.00% Reduce -28.3% 1,153 $257K
Novak & Powell Financial Services, Inc. 0.13% No change 1,152 $257K
Hanson & Doremus Investment Management 0.03% No change 1,150 $257K
Bucket List Wealth Management, LLC 0.15% — 1,134 $253K
Storgate, LLC 0.21% — 1,132 $253K
Park National Corp. 0.01% Reduce -0.4% 1,127 $252K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 1,119 $250K
Davies Financial Advisors, Inc. 0.46% No change 1,119 $250K
Key Financial Inc 0.05% No change 1,117 $249K
Astoria Portfolio Advisors LLC. 0.06% Add +24.6% 1,417 $249K
GeoWealth Management, LLC 0.01% Add +20.6% 1,113 $248K
Brogan Financial, Inc. 0.11% Reduce -26.3% 1,108 $247K
Aprio Wealth Management, LLC 0.01% Add +3.3% 1,105 $247K
Hudson Capital Management LLC 0.06% No change 1,104 $246K
Texas Bank & Trust Co 0.09% No change 1,100 $245K
DRW Securities, LLC 0.02% New 1,099 $245K
GWN Securities Inc. 0.05% New 1,097 $245K
Seaside Wealth Management, Inc. 0.07% Reduce -0.6% 1,095 $244K
Parallel Advisors, LLC 0.00% Add +2.3% 1,091 $244K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -15.9% 1,090 $243K
Florida Trust Wealth Management Co 0.01% No change 1,087 $243K
Chicago Partners Investment Group LLC 0.01% Reduce -53.1% 1,167 $242K
Capital Investment Counsel, Inc 0.03% No change 1,077 $240K
Perigon Wealth Management, LLC 0.00% Reduce -5.7% 1,077 $240K
Prosperity Financial Group, Inc. 0.09% Reduce -7.1% 1,071 $239K
Eagle Bay Advisors LLC 0.17% No change 1,063 $238K
Kastel Capital Advisors, LLC 0.15% — 1,067 $238K
Colonial Trust Co / SC 0.03% Add +11.0% 1,063 $237K
Smartleaf Asset Management LLC 0.01% Reduce -13.7% 1,047 $236K
First Manhattan Co. Llc. 0.00% No change 1,050 $235K
Pavion Blue Capital, LLC 0.10% No change 1,053 $235K
Profund Advisors LLC 0.01% Reduce -18.3% 1,052 $235K
Ascent Wealth Partners, LLC 0.03% Reduce -19.8% 1,051 $235K
Mayflower Financial Advisors, LLC 0.03% Reduce -2.5% 1,024 $229K
CI Investments Inc. 0.00% Reduce -70.4% 1,023 $228K
McAdam, LLC 0.01% Reduce -3.9% 1,022 $228K
Bestgate Wealth Advisors, LLC 0.40% Reduce -12.6% 1,017 $227K
Avantax Planning Partners, Inc. 0.01% Reduce -9.0% 1,016 $227K
Moseley Investment Management Inc. 0.07% No change 1,010 $225K
Ferguson Wellman Capital Management, Inc. 0.00% New 1,007 $225K
Avestar Capital, LLC 0.02% Reduce -1.7% 1,002 $225K
Financial Planning Hawaii, Inc. 0.13% — 1,005 $224K
Cross Staff Investments Inc 0.12% No change 1,000 $223K
Fischer Financial Services, Inc. 0.06% No change 1,000 $223K
Jmac Enterprises LLC 0.04% No change 1,000 $223K
Larson Financial Group LLC 0.01% Add +18.4% 999 $223K
Brasada Capital Management, LP 0.04% Reduce -11.5% 1,000 $220K
Aull & Monroe Investment Management Corp 0.11% No change 976 $218K
Daymark Wealth Partners, LLC 0.01% Reduce -8.5% 975 $218K
Patton Fund Management, Inc. 0.03% Add +5.3% 974 $217K
Fragasso Financial Advisors Inc 0.01% Add +0.9% 970 $217K
Allred Capital Management, LLC 0.08% Reduce -4.2% 970 $216K
Pegasus Asset Management, Inc. 0.07% No change 968 $216K
PAX Financial Group, LLC 0.04% Reduce -8.6% 962 $215K
Wayfinding Financial, LLC 0.09% Add +1.9% 955 $214K
Great Valley Advisor Group, Inc. 0.00% Reduce -4.7% 957 $214K
Jacobsen Capital Management 0.07% Reduce -4.2% 956 $213K
Courier Capital LLC 0.01% Reduce -21.2% 950 $212K
Baron Wealth Management LLC 0.07% Reduce -10.6% 949 $212K
LGT Group Foundation 0.00% New 939 $212K
Arax Advisory Partners 0.01% Reduce -69.5% 948 $211K
RDA Financial Network 0.05% Reduce -1.1% 939 $210K
Wedbush Securities Inc. 0.01% New 939 $209K
AlphaQuest LLC 0.01% Reduce -94.9% 933 $208K
Patron Partners, LLC 0.09% No change 930 $208K
Trinity Financial Advisors LLC 0.06% No change 925 $207K
Independent Wealth Network Inc. 0.06% Add +5.8% 928 $207K
First National Bank of Hutchinson 0.12% No change 928 $207K
111 Capital 0.05% Reduce -78.7% 927 $207K
Kingsview Wealth Management, LLC 0.00% New 924 $206K
London Co. of Virginia 0.00% Reduce -11.6% 922 $206K
Pure Financial Advisors, LLC 0.00% New 922 $206K
Prosperity Consulting Group, LLC 0.01% Add +7.7% 920 $205K
Strategic Blueprint, LLC 0.01% Add +3.2% 908 $203K
KFA Private Wealth Group, LLC 0.05% No change 905 $202K
Catalyst Funds Management Pty Ltd 0.05% New 900 $201K
NTV Asset Management LLC 0.02% No change 900 $201K
SeaCrest Wealth Management, LLC 0.02% Reduce -7.6% 915 $201K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $197K
Parkside Financial Bank & Trust 0.01% Reduce -5.2% 841 $188K
Bartlett & Co. Wealth Management LLC 0.00% No change 803 $180K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 786 $176K
Toth Financial Advisory Corp. 0.02% No change 770 $172K
Raleigh Capital Management Inc. 0.06% Reduce -1.2% 765 $171K
Hamilton Capital Partners Inc. 0.01% Reduce -8.3% 760 $170K
MCF Advisors LLC 0.01% No change 754 $169K
USA Financial Formulas 0.03% Reduce -23.0% 754 $168K
Private Wealth Asset Management, LLC 0.02% Reduce -0.8% 749 $167K
Cary Street Partners Financial LLC 0.00% Add +12.2% 728 $162K
Whittier Trust Co. of Nevada Inc. 0.00% No change 708 $157K
S.A. Mason LLC 0.06% No change 650 $145K
Penserra Capital Management LLC 0.00% Reduce -0.6% 640 $142K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -6.0% 621 $139K
Union Savings Bank 0.06% — 620 $138K
State of Wyoming 0.01% Reduce -66.6% 615 $137K
MidFirst Bank 0.01% — 608 $136K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 605 $135K
Kennebec Savings Bank 0.12% No change 600 $134K
Caitong International Asset Management Co., Ltd 0.03% Add +267.9% 596 $133K
LFA - Lugano Financial Advisors SA 0.07% New 594 $133K
Harbour Investments, Inc. 0.00% Add +24.2% 591 $132K
Quent Capital, LLC 0.01% Add +2.0% 560 $125K
Basecamp Wealth Advisors LLC 0.03% — 547 $122K
Clearstead Trust, LLC 0.02% Reduce -4.4% 516 $115K
TD Waterhouse Canada Inc. 0.00% Add +72.7% 513 $114K
Covestor Ltd 0.06% Reduce -3.1% 500 $112K
Broadwater Capital Management LLC 0.08% No change 500 $112K
Steph & Co. 0.03% Add +176.5% 495 $110K
Fulcrum Asset Management LLP 0.03% Reduce -2.8% 480 $108K
Chilton Capital Management LLC 0.00% Reduce -8.9% 482 $108K
Clearstead Advisors, LLC 0.00% Add +13.2% 481 $107K
Acadian Asset Management LLC 0.00% Reduce -74.0% 486 $107K
DHJJ Financial Advisors, Ltd. 0.04% No change 478 $107K
Laurel Wealth Advisors LLC 0.01% New 458 $102K
Trust Co. of Toledo NA 0.01% No change 450 $100K
Global X Japan Co., Ltd. 0.01% Add +77.9% 450 $100K
AdvisorNet Financial, Inc 0.01% Add +3.1% 436 $97K
Financial Network Wealth Advisors LLC 0.10% Add +0.7% 430 $96K
First Command Advisory Services, Inc. 0.00% No change 425 $95K
Capital Advisors, Ltd. LLC 0.01% No change 421 $94K
Quarry LP 0.02% Reduce -49.5% 420 $94K
Armstrong Advisory Group, Inc. 0.01% No change 414 $92K
St Germain D J Co. Inc. 0.00% No change 403 $90K
Ancora Advisors LLC 0.00% Add +37700.0% 378 $84K
Trust Co. of Vermont 0.00% Add +47.1% 375 $84K
SouthState Bank Corp 0.00% Add +0.6% 363 $81K
Plante Moran Financial Advisors, LLC 0.01% No change 361 $81K
Cromwell Holdings LLC 0.04% Reduce -0.8% 357 $80K
Harbor Investment Advisory, LLC 0.01% Add +0.8% 355 $79K
Pinnacle Bancorp, Inc. 0.02% No change 354 $79K
CYBER HORNET ETFs LLC 0.05% Add +6.3% 339 $76K
GPS Wealth Strategies Group, LLC 0.06% Reduce -73.3% 336 $75K
United Community Bank 0.03% Reduce -35.5% 334 $75K
First PREMIER Bank 0.02% No change 330 $74K
Measured Wealth Private Client Group, LLC 0.02% No change 324 $72K
SBI Securities Co., Ltd. 0.00% Reduce -6.0% 311 $69K
HM Payson & Co. 0.00% No change 310 $69K
Montag A & Associates Inc. 0.00% Reduce -3.5% 300 $67K
Kentucky Trust Co 0.04% No change 300 $67K
Intact Investment Management Inc. 0.00% New 300 $67K
MV Capital Management, Inc. 0.01% Add +1.0% 297 $66K
Roble, Belko & Company, Inc 0.01% No change 295 $66K
2UniFi Bank 0.03% Add +50.3% 275 $61K
Sentry Investment Management LLC 0.04% No change 265 $59K
Marshall & Sterling Wealth Advisors Inc. 0.04% Reduce -15.4% 263 $59K
Webster Bank, N. A. 0.01% Reduce -5.5% 258 $58K
Root Financial Partners, LLC 0.00% Add +7.5% 257 $57K
Asset Dedication, LLC 0.00% No change 253 $56K
Bangor Savings Bank 0.00% Reduce -31.3% 250 $56K
Versant Capital Management, Inc 0.01% Reduce -73.2% 236 $53K
NorthAvenue LLC 0.04% — 229 $51K
Front Row Advisors LLC 0.02% No change 225 $50K
Ransom Advisory, Ltd 0.02% No change 224 $50K
Wellington-Altus USA Inc. 0.04% — 221 $49K
Rothschild Investment LLC 0.00% Add +24.9% 221 $49K
Central Pacific Bank - Trust Division 0.01% No change 215 $48K
Piscataqua Savings Bank 0.03% No change 215 $48K
Truvestments Capital LLC 0.01% No change 214 $48K
Curio Wealth, LLC 0.02% No change 200 $46K
REAP Financial Group, LLC 0.01% Add +16.7% 203 $45K
Bruce G. Allen Investments, LLC 0.03% Reduce -4.7% 202 $45K
Osterweis Capital Management Inc. 0.00% No change 199 $44K
Anfield Capital Management, LLC 0.01% No change 196 $44K
ORG Partners LLC 0.01% Add +2.8% 186 $42K
Cape Investment Advisory, Inc. 0.01% Add +2.2% 185 $41K
Hazlett, Burt & Watson, Inc. 0.01% No change 175 $39K
Lodestone Wealth Management LLC 0.02% New 174 $39K
Summit Securities Group LLC 0.01% Reduce -13.9% 173 $39K
Boreal Capital Management LLC 0.03% No change 170 $38K
Smithfield Trust Co 0.00% No change 170 $38K
DV Equities, LLC 0.01% — 164 $37K
Fortitude Family Office, LLC 0.01% Reduce -1.8% 161 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 155 $35K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -0.6% 156 $34K
JFS Wealth Advisors, LLC 0.00% Add +18.8% 152 $34K
Salomon & Ludwin, LLC 0.00% Add +5.0% 147 $33K
Manchester Capital Management LLC 0.00% Reduce -8.9% 144 $32K
WPG Advisers, LLC 0.02% Add +77.5% 142 $32K
Bokf, NA 0.00% Reduce -84.4% 134 $30K
Bogart Wealth, LLC 0.00% Add +3.3% 127 $28K
Minot DeBlois Advisors LLC 0.03% No change 125 $28K
Prosperity Bancshares Inc 0.03% — 124 $28K
Crewe Advisors LLC 0.00% Reduce -10.4% 120 $27K
CVA Family Office, LLC 0.00% Reduce -11.1% 120 $27K
Nemes Rush Group LLC 0.00% New 119 $27K
Valued Wealth Advisors LLC 0.01% No change 117 $26K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +4.4% 118 $26K
Groupe la Francaise 0.00% No change 115 $26K
Reflection Asset Management 0.02% — 112 $25K
SageView Advisory Group, LLC 0.00% New 111 $25K
Mascoma Wealth Management LLC 0.01% No change 111 $25K
Oakworth Capital, Inc. 0.00% No change 109 $24K
First Horizon Corp. 0.00% No change 106 $24K
CoreCap Advisors, LLC 0.00% Reduce -20.0% 104 $23K
City State Bank 0.01% Add +6.3% 102 $23K
Board of the Pension Protection Fund 0.02% New 100 $22K
Wolff Wiese Magana LLC 0.01% No change 100 $22K
Richardson Capital Management LLC 0.01% No change 100 $22K
Flagship Wealth Advisors, LLC 0.01% No change 100 $22K
DV Trading LLC 0.00% — 100 $22K
Asset Planning,Inc 0.02% No change 99 $22K
Caldwell Trust Co 0.00% No change 93 $21K
Sunbelt Securities, Inc. 0.00% No change 91 $20K
Capital Analysts, LLC 0.00% No change 88 $20K
Essential Partners LLC 0.01% No change 82 $18K
Farmers & Merchants Investments Inc. 0.00% Add +2.5% 82 $18K
Elevation Wealth Partners, LLC 0.01% Add +344.4% 80 $18K
Keating Financial Advisory Services, Inc. 0.00% — 80 $18K
TOWER TRUST & INVESTMENT Co 0.01% No change 78 $17K
Wealth Watch Advisors, INC 0.01% Reduce -3.7% 78 $17K
Meramec Financial Planners, LLC 0.01% — 94 $17K
S&T Bank 0.01% No change 73 $16K
Graney & King, LLC 0.01% No change 70 $16K
Private Wealth Management Group, LLC 0.00% No change 69 $15K
CGC Financial Services, LLC 0.00% No change 69 $15K
Meeder Asset Management Inc. 0.00% Add +245.0% 69 $15K
True Wealth Design, LLC 0.00% Reduce -72.6% 66 $15K
MTM Investment Management, LLC 0.00% No change 66 $15K
Cornerstone Planning Group LLC 0.00% No change 71 $15K
Westfuller Advisors, LLC 0.01% Reduce -21.3% 63 $14K
Elevated Capital Advisors, LLC 0.00% New 63 $14K
Coston, McIsaac & Partners 0.00% No change 64 $14K
Elyxium Wealth, LLC 0.00% New 62 $14K
New Millennium Group LLC 0.01% Reduce -92.0% 61 $14K
North Star Investment Management Corp. 0.00% Add +41.0% 55 $12K
Fortis Group Advisors, LLC 0.00% No change 53 $12K
Investors Research Corp 0.00% No change 52 $12K
Valley Wealth Managers, Inc. 0.00% No change 52 $12K
Transamerica Financial Advisors, LLC 0.00% Reduce -55.6% 51 $12K
Aventura Private Wealth, LLC 0.00% No change 51 $11K
Swiss Re Ltd. 0.00% — 51 $11K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 50 $11K
Ameriflex Group, Inc. 0.01% Add +25.0% 50 $11K
Vision Retirement, LLC 0.00% — 50 $11K
West Branch Capital LLC 0.00% No change 50 $11K
Retirement Wealth Solutions LLC 0.01% No change 45 $10K
Ares Financial Consulting, LLC 0.01% — 45 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -8.3% 44 $10K
Advocate Investing Services LLC 0.01% — 41 $9K
Strive Financial Group ,LLC 0.00% — 40 $9K
Rational Advisors, Inc. 0.00% Add +5.4% 39 $9K
Frazier Financial Advisors, LLC 0.01% No change 38 $8K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.8% 37 $8K
Bell Investment Advisors, Inc 0.00% Reduce -13.9% 37 $8K
Guinness Atkinson Asset Management Inc 0.00% New 36 $8K
Kingdom Financial Group LLC. 0.00% New 34 $8K
Greenline Wealth Management LLC 0.01% — 33 $7K
RMG Wealth Management LLC 0.00% New 35 $7K
Fideuram Asset Management (Ireland) dac 0.00% — 32 $7K
First Pacific Financial 0.00% New 32 $7K
Bare Financial Services, Inc 0.00% Add +6.9% 31 $7K
Strategic Investment Solutions, Inc. 0.00% No change 30 $7K
Dagco, Inc. 0.00% No change 29 $6K
Sachetta, LLC 0.00% No change 28 $6K
Howard Hughes Medical Institute 0.00% No change 25 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 25 $6K
Rossby Financial, LCC 0.00% New 24 $5K
Sunrise Financial Services, LLC 0.00% — 23 $5K
LGT Financial Advisors LLC 0.03% No change 22 $5K
Nova Wealth Management, Inc. 0.00% No change 21 $5K
Hollencrest Capital Management 0.00% No change 21 $5K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -20.0% 20 $4K
NFSG Corp 0.00% No change 20 $4K
Kilter Group LLC 0.00% Add +26.7% 19 $4K
Seneschal Advisors, LLC 0.00% Add +800.0% 18 $4K
Abound Wealth Management 0.00% No change 18 $4K
Activest Wealth Management 0.00% Add +200.0% 18 $4K
McIlrath & Eck, LLC 0.00% No change 18 $4K
Avion Wealth 0.00% Reduce -23.1% 20 $4K
Gables Capital Management Inc. 0.00% No change 17 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $4K
SJS Investment Consulting Inc. 0.00% Add +100.0% 16 $4K
LRI Investments, LLC 0.00% No change 16 $4K
Legacy Bridge, LLC 0.00% New 15 $3K
Grove Bank & Trust 0.00% No change 15 $3K
Johnson Financial Group, Inc. 0.00% Reduce -26.3% 14 $3K
Physician Wealth Advisors, Inc. 0.00% Add +600.0% 14 $3K
Dogwood Wealth Management LLC 0.00% Add +1300.0% 14 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +62.5% 13 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 12 $3K
1015 Capital Partners, LLC 0.00% — 12 $3K
Red Tortoise LLC 0.00% No change 12 $3K
Addison Advisors LLC 0.00% No change 11 $2K
Raffa Wealth Management, LLC 0.00% No change 11 $2K
Golden State Wealth Management, LLC 0.00% No change 11 $2K
Wealth Enhancement Trust Services, Inc. 0.00% — 11 $2K
Horizon Financial Services, LLC 0.00% Reduce -68.8% 10 $2K
Tucker Asset Management LLC 0.00% New 10 $2K
Triumph Capital Management 0.00% New 10 $2K
Dunhill Financial, LLC 0.00% Add +11.1% 10 $2K
IFC & Insurance Marketing, Inc. 0.00% — 7 $2K
Basepoint Wealth LLC 0.00% New 8 $2K
Maseco LLP 0.00% No change 8 $2K
Rialto Wealth Management, LLC 0.00% Add +33.3% 8 $2K
Corsicana & Co. 0.00% No change 8 $2K
Westside Investment Management, Inc. 0.00% New 7 $2K
Hughes Financial Services, LLC 0.00% Add +16.7% 7 $2K
Marquette Asset Management, LLC 0.00% Reduce -60.0% 6 $1K
Clark Wealth Partners 0.00% No change 6 $1K
Aspect Partners, LLC 0.00% No change 6 $1K
Highline Wealth Partners LLC 0.00% No change 6 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $1K
Sound Income Strategies, LLC 0.00% Add +200.0% 6 $1K
Whipplewood Advisors, LLC 0.00% New 5 $1K
HFM Investment Advisors, LLC 0.00% Add +25.0% 5 $1K
Financial Consulate, Inc. 0.00% No change 5 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $986
Imprint Wealth LLC 0.00% Reduce -77.8% 4 $893
Principia Wealth Advisory, LLC 0.00% Reduce -97.5% 4 $893
Millstone Evans Group, LLC 0.00% No change 4 $893
Winnacle Wealth LLC 0.00% Reduce -25.0% 3 $672
Signature Equity Partners, LLC 0.00% — 3 $670
DecisionPoint Financial, LLC 0.00% No change 3 $670
Turning Point Benefit Group, Inc. 0.00% New 3 $669
Investors Portfolio Services LLC 0.00% — 3 $616
American Capital Advisory, LLC 0.00% Add +100.0% 2 $447
Breakwater Investment Management 0.00% No change 2 $447
Cornerstone Financial Management LLC 0.00% — 2 $446
Luken Investment Analytics, LLC 0.00% New 2 $446
Nvwm, LLC 0.00% Add +100.0% 2 $446
Davis Capital Management 0.00% No change 1 $223
Investment Research & Advisory Group, Inc. 0.00% New 1 $223
Rakuten Securities, Inc. 0.00% No change 1 $223
Wilkerson Advisory Group LLC 0.00% — 1 $223

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