Broadridge Financial SolutioBR

13F holders, Q1 2026 (March 31)
1,063holders −74
113new positions
187sold out
6famous investors
$164.43avg. 13F price*

At the end of Q1 2026, 1,063 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, down 74 from Q4 2025. 113 opened new positions and 187 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Capital Management LLC ($1.2B) and Vanguard Portfolio Management LLC ($1.0B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions113$287.5M
Exits187$181.9M

All 13F filers, Q4 2025 → Q1 2026: 15,330,428 shares bought and 11,002,838 shares sold, net +4,327,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,063 holders

BlackRock, Inc. 0.03% Add +4.6% 11,005,949 $1.8B
Vanguard Capital Management LLC 0.03% — 7,592,770 $1.2B
Vanguard Portfolio Management LLC 0.05% — 6,363,754 $1.0B
State Street Corp. 0.03% Reduce -8.1% 5,507,746 $900.2M
Alliancebernstein L.P. 0.27% Add +1.8% 3,713,490 $828.7M
Geode Capital Management, LLC 0.03% Add +3.3% 3,465,122 $561.1M
Charles Schwab Investment Management Inc. 0.08% Add +375.1% 3,375,831 $548.5M
Janus Henderson Group PLC 0.19% Reduce -5.7% 2,484,197 $403.6M
Barclays PLC 0.12% Add +4.5% 2,098,938 $341.0M
Morgan Stanley 0.02% Reduce -50.2% 2,026,373 $329.2M
Invesco Ltd. 0.03% Add +30.4% 2,018,494 $328.0M
Ameriprise Financial Inc. 0.07% Add +4.1% 1,851,565 $304.8M
Northern Trust Corp. 0.04% Add +7.2% 1,795,229 $291.7M
Van Eck Associates Corp. 0.21% Add +14.2% 1,685,383 $273.8M
Goldman Sachs Group Inc. 0.04% Add +77.0% 1,664,274 $270.4M
AQR Capital Management 0.12% Add +380.4% 1,620,118 $263.2M
JPMorgan Chase & Co. 0.02% Add +7.9% 1,514,387 $247.5M
Stifel Financial Corp. 0.21% Reduce -1.3% 1,427,892 $232.0M
T. Rowe Price Associates Inc. 0.02% Reduce -61.1% 1,189,002 $193.2M
Wells Fargo & Company 0.03% Reduce -2.1% 1,064,602 $173.0M
Amundi 0.05% Add +67.5% 1,059,021 $172.1M
Navera Investment Management Ltd. 4.33% Reduce -3.7% 1,044,983 $169.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +1.2% 1,033,396 $167.9M
Dimensional Fund Advisors LP 0.03% Add +6.4% 1,015,271 $165.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Reduce -47.2% 984,588 $160.0M
Millennium Management 0.12% Add +222.3% 954,197 $155.0M
T. Rowe Price Investment Management, Inc. 0.10% Add +31.8% 865,540 $140.6M
Jensen Investment Management Inc. 2.74% Add +11.2% 855,784 $139.0M
UBS Group AG 0.02% Add +74.3% 823,146 $133.7M
Legal & General Group Plc 0.03% Reduce -5.2% 811,308 $131.8M
Bank of New York Mellon Corp 0.02% Reduce -0.6% 794,279 $129.1M
Bahl & Gaynor LLC 0.61% Reduce -34.7% 740,292 $120.3M
Nordea Investment Management AB 0.11% Add +140.9% 700,470 $113.7M
Pinebridge Investments LLC 0.95% Add +22.1% 692,665 $112.5M
Kayne Anderson Rudnick Investment Management LLC 0.33% Reduce -10.4% 688,682 $111.9M
APG Asset Management N.V. 0.35% Reduce -12.3% 775,505 $109.4M
Vanguard Fiduciary Trust Co. 0.03% — 672,011 $109.2M
Nomura Asset Management International Inc. 0.17% Reduce -1.3% 608,236 $98.8M
Bank of America Corp. 0.01% Reduce -19.4% 568,358 $92.3M
Deutsche Bank AG 0.03% Add +16.3% 566,281 $92.0M
Confluence Investment Management LLC 1.35% Reduce -4.0% 534,393 $86.8M
Qube Research & Technologies Ltd 0.12% Add +28.7% 520,620 $84.6M
Envestnet Asset Management Inc. 0.02% Add +5.6% 514,497 $83.6M
CIBC Bancorp USA Inc. 0.10% — 457,127 $74.2M
Canada Pension Plan Investment Board 0.05% Add +118.1% 453,829 $73.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +6.9% 427,072 $69.4M
Rathbones Group PLC 0.26% Reduce -2.1% 402,622 $65.4M
Corient Private Wealth LP 0.09% Reduce -14.9% 397,021 $64.8M
Captrust Financial Advisors 0.11% Reduce -5.1% 387,642 $63.0M
Manufacturers Life Insurance Company, The 0.05% Add +481.9% 386,435 $62.8M
Nuveen, LLC 0.02% Reduce -1.0% 381,923 $62.1M
Fayez Sarofim & Co 0.16% Reduce -57.9% 380,869 $61.9M
Raymond James Financial Inc. 0.02% Reduce -1.6% 370,446 $60.2M
Two Sigma Investments, LP 0.05% Add +564.4% 362,597 $58.9M
LPL Financial LLC 0.02% Add +5.4% 352,969 $57.4M
Fenimore Asset Management Inc 1.26% Add +7.5% 347,950 $56.5M
Swiss National Bank 0.03% Add +7.0% 342,500 $55.6M
Baird Financial Group, Inc. 0.08% Reduce -5.9% 330,560 $53.7M
Schwartz Investment Counsel Inc. 1.82% Add +27.6% 315,490 $51.3M
SG Americas Securities, LLC 0.06% Add +55.5% 313,889 $51.0M
Earnest Partners LLC 0.20% Reduce -2.8% 298,044 $48.4M
Capital International Investors 0.01% Reduce -64.1% 297,785 $48.4M
Man Group plc 0.10% Add +109.3% 279,827 $45.5M
Marshall Wace, LLP 0.05% New 273,860 $44.5M
California Public Employees Retirement System 0.03% Reduce -10.0% 273,611 $44.5M
Rhumbline Advisers 0.04% Add +0.4% 258,949 $42.1M
Parnassus Investments, LLC 0.12% Reduce -29.0% 258,836 $42.1M
HSBC Holdings PLC 0.02% Add +12.9% 256,335 $41.6M
Vanguard Global Advisers, LLC 0.02% — 255,981 $41.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -3.3% 252,845 $41.1M
GW&K Investment Management, LLC 0.35% Add +15.2% 246,733 $40.1M
Franklin Resources Inc. 0.01% Reduce -41.4% 244,590 $39.7M
Vinva Investment Management Ltd 0.49% Add +1771.7% 241,314 $39.5M
BNP Paribas Financial Markets 0.03% Add +20.1% 242,858 $39.5M
Royal Bank of Canada 0.01% Reduce -20.3% 240,319 $39.0M
KBC Group NV 0.10% Add +1030.0% 239,150 $38.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.38% Reduce -0.8% 252,818 $38.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 232,150 $37.7M
Citadel Advisors 0.03% Reduce -51.6% 231,581 $37.6M
First Trust Advisors LP 0.03% Add +3.0% 227,485 $37.0M
National Pension Service 0.03% Add +20.1% 221,131 $35.9M
California State Teachers Retirement System 0.03% Reduce -1.8% 201,862 $32.8M
Teacher Retirement System of Texas 0.13% Add +165.0% 193,622 $31.5M
Tandem Investment Advisors, Inc. 1.48% Add +22.2% 185,221 $30.1M
Russell Investments Group, Ltd. 0.03% Reduce -2.8% 178,286 $29.0M
Benjamin Edwards Inc. 0.27% Reduce -3.5% 169,150 $27.5M
Anchor Capital Advisors LLC 0.78% Add +1.4% 168,219 $27.3M
Brown Brothers Harriman & Co. 0.14% Add +8891.6% 165,445 $26.9M
Pictet Asset Management Holding SA 0.03% Add +151.2% 164,722 $26.8M
Engineers Gate Manager LP 0.33% New 163,392 $26.5M
B. Metzler seel. Sohn & Co. AG 0.24% Add +12.7% 160,729 $26.1M
FMR LLC 0.00% Add +49.0% 160,317 $26.0M
Victory Capital Management Inc. 0.02% Add +37.0% 159,896 $26.0M
ASR Vermogensbeheer N.V. 0.30% Add +5.7% 159,231 $25.9M
Tudor Investment Corporation 0.14% Add +226.6% 154,410 $25.1M
Principal Financial Group Inc. 0.01% Reduce -46.7% 150,280 $24.4M
Citigroup Inc. 0.01% Add +52.5% 142,528 $23.2M
Aberdeen Group plc 0.04% Reduce -1.1% 142,367 $23.1M
American Century Companies Inc. 0.01% Reduce -39.4% 140,797 $22.9M
Zacks Investment Management 0.18% Add +0.3% 139,375 $22.6M
Focus Partners Wealth 0.03% Reduce -38.9% 138,021 $22.5M
Assenagon Asset Management S.A. 0.03% Add +2379.1% 132,831 $21.6M
Mackenzie Financial Corp. 0.02% Add +27.0% 121,075 $19.7M
Natixis 0.08% Add +168.0% 120,376 $19.6M
Bank of Montreal 0.01% Add +14.3% 119,386 $19.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +11.6% 116,404 $18.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +209.2% 116,353 $18.9M
Osaic Holdings, Inc. 0.03% Add +3.9% 116,125 $18.9M
Eurizon Capital SGR S.p.A. 0.06% Add +33.0% 114,663 $18.6M
Royal London Asset Management Ltd. 0.04% No change 112,202 $18.2M
EP Wealth Advisors, LLC 0.09% Add +7.8% 111,921 $18.2M
CANADA LIFE ASSURANCE Co 0.03% Add +1.2% 111,589 $18.2M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +385.2% 107,741 $17.5M
Korea Investment CORP 0.04% Add +30.9% 107,688 $17.5M
Bath Savings Trust Co 1.86% Reduce -3.4% 107,327 $17.4M
TD Asset Management Inc 0.01% Add +7.5% 104,783 $17.0M
Natixis Advisors, LLC 0.02% Reduce -16.9% 104,508 $17.0M
Voloridge Investment Management, LLC 0.07% New 103,638 $16.8M
Gotham Asset Management 0.05% Add +51.6% 103,499 $16.8M
State Board of Administration of Florida Retirement System 0.03% No change 103,194 $16.8M
Aviva PLC 0.03% Add +2.7% 100,871 $16.4M
New York State Teachers Retirement System 0.03% Add +9.8% 98,899 $16.1M
Storebrand Asset Management As 0.04% Add +0.6% 92,460 $15.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +20.5% 90,671 $14.7M
Commerce Bank 0.07% Add +73.7% 89,549 $14.5M
Distillate Capital Partners LLC 0.76% New 88,404 $14.4M
New York State Common Retirement Fund 0.02% Reduce -4.2% 87,862 $14.3M
Geneva Capital Management LLC 0.30% Reduce -4.7% 87,101 $14.2M
Andra AP-fonden 0.17% Add +35.1% 86,900 $14.1M
Wendell David Associates Inc. 1.54% Reduce -13.4% 86,873 $14.1M
EULAV Asset Management 0.45% No change 86,000 $14.0M
Aptus Capital Advisors, LLC 0.11% Reduce -32.8% 84,029 $13.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +89.5% 83,642 $13.6M
Sei Investments Co. 0.01% Add +34.2% 82,393 $13.4M
Quantinno Capital Management LP 0.02% Reduce -29.4% 82,252 $13.4M
Adage Capital Partners Gp, L.L.C. 0.02% Add +1.0% 82,200 $13.4M
Dearborn Partners LLC 0.72% Reduce -11.0% 82,060 $13.3M
Allianz Asset Management GmbH 0.02% Add +260.7% 81,547 $13.2M
Congress Asset Management Co. 0.09% Reduce -0.5% 78,387 $12.7M
Swiss Life Asset Management Ltd 0.06% Add +117.1% 78,035 $12.7M
Assetmark, Inc. 0.03% Add +80.7% 77,620 $12.6M
Jump Financial, LLC 0.21% New 77,414 $12.6M
Running Oak Capital LLC 1.69% Add +15.1% 76,849 $12.5M
Nicholas Company, Inc. 0.24% No change 76,434 $12.4M
Hendershot Investments Inc. 1.58% New 72,218 $11.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +50.3% 70,679 $11.5M
Squarepoint Ops LLC 0.02% Add +213.0% 70,410 $11.4M
Aware Super Pty Ltd as trustee of Aware Super 0.17% — 69,979 $11.4M
Voya Investment Management LLC 0.01% Add +25.5% 69,052 $11.2M
Addenda Capital Inc. 0.31% Add +2.5% 67,918 $11.1M
Moran Wealth Management, LLC 0.34% New 68,105 $11.1M
Integrated Wealth Concepts LLC 0.09% Add +93.5% 67,258 $10.9M
State of Wisconsin Investment Board 0.02% Add +1.9% 66,522 $10.8M
CIBC Asset Management Inc 0.03% Reduce -14.9% 66,243 $10.8M
Danske Bank A/S 0.03% Reduce -3.6% 64,867 $10.5M
Fifth Third Bancorp 0.02% Add +199.7% 64,604 $10.5M
Mariner, LLC 0.01% Add +113.8% 64,271 $10.4M
McRae Capital Management Inc. 2.12% Add +12.4% 62,772 $10.2M
Mattern Capital Management, LLC 1.22% Add +41.4% 62,643 $10.2M
Truist Financial Corp. 0.01% Reduce -4.1% 62,007 $10.1M
Cerity Partners LLC 0.01% Add +198.4% 61,806 $10.0M
Twinbeech Capital LP 1.04% New 61,683 $10.0M
Douglas Lane & Associates, LLC 0.14% Add +4.8% 61,307 $10.0M
Susquehanna International Group, LLP 0.01% Add +211.8% 60,985 $9.9M
WASHINGTON TRUST Co 0.33% Add +4.9% 60,326 $9.8M
LBP Am SA 0.13% Reduce -9.3% 60,215 $9.8M
Vanguard Investments Australia, Ltd. 0.03% — 58,473 $9.5M
Kelly Lawrence W & Associates Inc. 2.66% Reduce -5.7% 57,605 $9.4M
King Luther Capital Management Corp. 0.04% Reduce -77.6% 57,581 $9.4M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.9% 57,517 $9.3M
DekaBank Deutsche Girozentrale 0.02% No change 55,970 $9.2M
ProShare Advisors LLC 0.01% Add +10.7% 56,248 $9.1M
First National Bank of Omaha 0.28% Add +6.6% 56,092 $9.1M
PNC Financial Services Group, Inc. 0.01% Add +13.4% 55,697 $9.0M
Prudential Financial Inc. 0.01% Reduce -2.3% 55,293 $9.0M
ICICI Prudential Asset Management Co Ltd 1.07% Add +61.5% 54,650 $8.9M
Crossmark Global Holdings, Inc. 0.13% Reduce -2.6% 54,584 $8.9M
Asset Management One Co., Ltd. 0.03% Reduce -0.5% 54,551 $8.9M
Qsemble Capital Management, LP 0.67% New 53,813 $8.7M
Capital Fund Management S.A. 0.08% New 53,138 $8.6M
Tidal Investments LLC 0.03% New 52,640 $8.6M
ExodusPoint Capital Management, LP 0.08% Add +71.4% 52,336 $8.5M
GHP Investment Advisors, Inc. 0.35% Reduce -10.1% 52,021 $8.5M
Creative Planning 0.01% Add +61.5% 51,657 $8.4M
Varma Mutual Pension Insurance Co 0.05% Reduce -22.8% 50,900 $8.3M
UNIVEST FINANCIAL Corp 0.46% New 50,636 $8.2M
Advisors Asset Management, Inc. 0.14% Reduce -12.6% 50,210 $8.2M
Treasurer of the State of North Carolina 0.03% Add +2.2% 49,889 $8.1M
Investment Management Corp of Ontario 0.10% Add +346.9% 49,741 $8.1M
STRS Ohio 0.03% Add +25.8% 48,787 $7.9M
Empowered Funds, LLC 0.05% Add +29.9% 48,430 $7.9M
Entropy Technologies, LP 0.35% Add +270.4% 47,146 $7.7M
American Money Management, LLC 1.21% Add +13.1% 47,032 $7.6M
Handelsbanken Fonder AB 0.03% Reduce -1.5% 46,397 $7.5M
Mn Services Vermogensbeheer B.V. 0.05% No change 45,306 $7.4M
Southernsun Asset Management, LLC 1.07% Add +1.0% 45,254 $7.4M
Mediolanum International Funds Ltd 0.08% Add +736.7% 44,837 $7.3M
Tredje AP-fonden 0.04% Add +378.8% 44,849 $7.3M
Motley Fool Wealth Management, LLC 0.81% Reduce -26.5% 43,817 $7.1M
US Bancorp \de 0.01% Reduce -4.8% 43,599 $7.1M
Nisa Investment Advisors, LLC 0.03% Reduce -6.0% 42,299 $6.9M
KLP Kapitalforvaltning As 0.03% No change 41,400 $6.8M
Novare Capital Management LLC 0.54% New 41,603 $6.8M
Santa Monica Partners LP 3.70% No change 40,793 $6.6M
Danica Pension, Livsforsikringsaktieselskab 0.12% New 40,535 $6.6M
Signal Advisors Wealth, LLC 0.45% Add +9.8% 40,519 $6.6M
Y-Intercept (Hong Kong) Ltd 0.12% Add +124.2% 40,211 $6.5M
Boston Trust Walden Corp 0.05% Add +29.7% 40,029 $6.5M
Jones Financial Companies LLLP 0.00% Add +210.0% 41,079 $6.5M
Nomura Asset Management Co. Ltd. 0.02% Add +0.9% 39,354 $6.4M
Abacus FCF Advisors LLC 1.44% Reduce -41.7% 39,249 $6.4M
Crown Oak Advisors, LLC 3.13% Add +2.1% 38,414 $6.2M
Resona Asset Management Co.,Ltd. 0.03% Add +5.9% 38,206 $6.2M
State of New Jersey Common Pension Fund D 0.02% No change 37,965 $6.2M
Vision Capital Management, Inc. 0.78% Add +0.4% 37,898 $6.2M
Public Employees Retirement System of Ohio 0.02% Reduce -5.2% 37,767 $6.1M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +100.9% 37,650 $6.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +0.1% 37,379 $6.1M
Cetera Investment Advisers 0.01% Reduce -1.7% 37,127 $6.0M
XTX Topco Ltd 0.10% New 35,699 $5.8M
New Age Alpha Advisors, LLC 0.27% Reduce -3.5% 35,631 $5.8M
EFG International AG 0.13% Add +4.4% 35,614 $5.8M
SEB Asset Management AB 0.02% — 35,091 $5.7M
HighTower Advisors, LLC 0.01% Reduce -19.6% 35,037 $5.7M
Northstar Group, Inc. 0.83% Reduce -1.8% 34,790 $5.7M
Toronto Dominion Bank 0.01% Reduce -47.2% 34,647 $5.6M
McCollum Christoferson Group LLC 1.68% Add +17.5% 44,183 $5.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.4% 36,977 $5.6M
Xponance LLC 0.04% Add +8.9% 33,262 $5.4M
Level Four Advisory Services, LLC 0.18% Add +35.4% 33,190 $5.4M
Campbell & CO Investment Adviser LLC 0.30% New 32,966 $5.4M
National Bank of Canada 0.01% Reduce -80.5% 32,848 $5.3M
MML Investors Services, LLC 0.01% Reduce -18.5% 32,806 $5.3M
Cwm, LLC 0.01% Add +312.8% 32,512 $5.3M
Marks Group Wealth Management, Inc 0.50% Reduce -3.1% 32,159 $5.2M
MetLife Investment Management, LLC 0.03% Reduce -3.1% 32,052 $5.2M
Van Lanschot Kempen Investment Management N.V. 0.05% Reduce -9.3% 32,041 $5.2M
Swedbank AB 0.01% No change 31,911 $5.2M
Czech National Bank 0.03% Add +3.3% 31,796 $5.2M
Arizona State Retirement System 0.03% Reduce -1.0% 31,720 $5.2M
Evexia Wealth LLC 1.42% Add +47.5% 32,725 $5.1M
Rockefeller Capital Management L.P. 0.01% Reduce -8.0% 31,647 $5.1M
Berger Financial Group, Inc 0.29% New 31,343 $5.1M
Motley Fool Asset Management LLC 0.22% Reduce -10.7% 31,225 $5.1M
Westpac Banking Corp. 0.35% Add +173.1% 31,062 $5.0M
Citizens Financial Group Inc. 0.07% Reduce -74.4% 30,567 $5.0M
State of Michigan Retirement System 0.03% Reduce -0.3% 30,460 $4.9M
Quantbot Technologies LP 0.20% Add +1022.0% 30,305 $4.9M
O'shaughnessy Asset Management, LLC 0.02% Reduce -28.1% 30,014 $4.9M
DNB Asset Management AS 0.02% Add +8.2% 29,711 $4.8M
Bryn Mawr Trust Advisors, LLC 0.23% Add +22.4% 29,207 $4.7M
Kestra Private Wealth Services, LLC 0.06% Add +0.5% 29,048 $4.7M
AdvisorShares Investments LLC 0.86% Reduce -14.7% 28,892 $4.7M
USS Investment Management Ltd 0.02% Add +32.4% 28,820 $4.7M
Brown Advisory Inc. 0.01% Add +2.9% 28,257 $4.6M
Brady Family Wealth, LLC 1.41% Add +8.5% 27,785 $4.5M
MAI Capital Management 0.03% Reduce -22.6% 27,485 $4.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.2% 27,196 $4.4M
Walleye Capital LLC 0.03% New 27,164 $4.4M
Ieq Capital, LLC 0.02% Add +662.8% 27,048 $4.4M
IFM Investors Pty Ltd 0.04% Reduce -8.6% 26,911 $4.4M
Counterpoint Mutual Funds LLC 0.63% New 25,917 $4.2M
Mercer Global Advisors Inc. 0.01% Add +71.5% 25,753 $4.2M
Credit Agricole S A 0.01% Add +3.4% 25,245 $4.1M
Daiwa Securities Group Inc. 0.01% Add +4.8% 25,199 $4.1M
Retirement Systems of Alabama 0.01% Reduce -0.2% 24,792 $4.0M
Robeco Institutional Asset Management B.V. 0.01% Add +1.5% 24,749 $4.0M
M&T Bank Corp 0.01% Reduce -0.5% 24,730 $4.0M
Amalgamated Bank 0.03% Reduce -1.7% 24,594 $4.0M
Pathstone Holdings, LLC 0.02% Add +6.6% 24,398 $4.0M
First Foundation Advisors 0.15% New 23,620 $3.8M
Occidental Asset Management, LLC 0.45% Add +7.2% 23,371 $3.8M
Tactive Advisors, LLC 1.07% New 23,340 $3.8M
Hamilton Point Investment Advisors, LLC 0.58% Reduce -0.4% 23,060 $3.8M
Blair William & Co. 0.01% Reduce -26.0% 23,049 $3.7M
Virtu Financial LLC 0.15% New 22,906 $3.7M
Woodline Partners LP 0.01% Add +14.8% 22,867 $3.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Reduce -17.5% 22,800 $3.7M
Oak Thistle LLC 0.36% Add +181.6% 22,644 $3.7M
Leuthold Group, LLC 0.39% New 22,615 $3.7M
Caxton Associates LLP 0.09% New 22,592 $3.7M
Los Angeles Capital Management LLC 0.01% Add +95.2% 22,316 $3.6M
Horizon Kinetics Asset Management LLC 0.04% Add +8.6% 22,176 $3.6M
Ethic Inc. 0.06% Reduce -6.8% 21,939 $3.6M
Bontempo Ohly Capital Mgmt LLC 1.59% Add +15.0% 21,726 $3.5M
Griffin Asset Management, Inc. 0.39% Add +0.3% 21,408 $3.5M
Allen Capital Group, LLC 0.31% Add +5.7% 21,263 $3.5M
Agf Management Ltd. 0.02% Add +63.1% 21,073 $3.4M
Bell Asset Management Ltd 0.99% Add +16.7% 20,753 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -7.7% 20,737 $3.4M
SVB Wealth LLC 0.22% Reduce -24.4% 20,647 $3.4M
State of Tennessee, Department of Treasury 0.01% Add +60.7% 20,305 $3.3M
Kensington Investment Counsel, LLC 1.58% Reduce -3.2% 20,258 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 19,500 $3.2M
Stratos Wealth Partners, LTD. 0.04% Reduce -2.7% 19,143 $3.1M
Burney Co./ 0.10% Reduce -0.6% 19,122 $3.1M
Utah Retirement Systems 0.03% Reduce -1.7% 18,917 $3.1M
Voleon Capital Management LP 0.07% New 18,818 $3.1M
Public Sector Pension Investment Board 0.01% Add +24.0% 18,769 $3.0M
Core Alternative Capital 0.90% Reduce -5.9% 18,668 $3.0M
Suncoast Equity Management 0.36% Reduce -33.1% 18,437 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +23.9% 18,255 $3.0M
Occudo Quantitative Strategies LP 0.16% New 19,183 $3.0M
Bank of Nova Scotia 0.01% Reduce -10.3% 18,142 $2.9M
Police & Firemen's Retirement System of New Jersey 0.02% No change 17,952 $2.9M
Northstar Asset Management Inc. 0.89% Reduce -44.6% 17,796 $2.9M
Wilmington Savings Fund Society, FSB 0.07% Add +13.1% 17,793 $2.9M
Ensign Peak Advisors, Inc 0.01% Reduce -9.6% 17,754 $2.9M
Rakuten Investment Management, Inc. 0.01% Add +13.0% 17,620 $2.9M
Railway Pension Investments Ltd 0.04% No change 17,700 $2.9M
Parsons Capital Management Inc. 0.13% Add +1.2% 17,563 $2.9M
&partners 0.01% Add +20.1% 17,498 $2.8M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.7% 17,474 $2.8M
New York Life Investment Management LLC 0.02% Add +2.3% 17,334 $2.8M
Yousif Capital Management, LLC 0.03% Add +4.7% 17,268 $2.8M
Bleakley Financial Group, LLC 0.04% Add +10.0% 17,141 $2.8M
Princeton Global Asset Management LLC 0.45% Reduce -3.0% 17,058 $2.8M
Callan Family Office, LLC 0.06% Add +9.9% 17,038 $2.8M
Security National Bank 0.40% Reduce -0.5% 17,018 $2.8M
Long Road Investment Counsel, LLC 1.08% No change 16,950 $2.8M
Strong Retirement Solutions LLC 1.91% Add +41.3% 16,792 $2.7M
NEOS Investment Management LLC 0.01% Add +11.2% 16,759 $2.7M
Allstate Corp. 0.03% Add +90.1% 16,447 $2.7M
Neuberger Berman Group LLC 0.00% Add +2.5% 16,441 $2.7M
Cullen/Frost Bankers, Inc. 0.03% Reduce -2.6% 16,266 $2.6M
Pacer Advisors, Inc. 0.01% Add +8.1% 16,255 $2.6M
FORA Capital, LLC 0.19% New 16,163 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.2% 16,087 $2.6M
Merit Financial Group, LLC 0.02% Add +63.4% 16,074 $2.6M
Candriam S.C.A. 0.01% No change 16,045 $2.6M
Sanctuary Advisors, LLC 0.01% Add +9.3% 15,826 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.6% 15,779 $2.6M
Atria Investments, Inc 0.03% Reduce -40.5% 15,777 $2.6M
Middleton & Co. Inc. 0.29% Reduce -3.4% 15,670 $2.5M
State of Alaska, Department of Revenue 0.03% No change 15,615 $2.5M
Nissay Asset Management Corp. /Japan 0.01% Add +1.5% 15,501 $2.5M
Advisory Services Network, LLC 0.03% Add +5.3% 15,353 $2.5M
CVFG LLC 0.31% New 15,157 $2.5M
Elo Mutual Pension Insurance Co 0.04% Reduce -39.3% 15,092 $2.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -25.1% 15,085 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +226.2% 15,051 $2.4M
NewEdge Advisors, LLC 0.01% Reduce -43.6% 15,012 $2.4M
Guardian Wealth Advisors, LLC / NC 0.15% Add +0.9% 14,797 $2.4M
Birch Hill Investment Advisors LLC 0.11% Add +66.0% 14,795 $2.4M
Schroder Investment Management Group 0.00% Reduce -58.5% 14,463 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +15.3% 14,142 $2.3M
Horizon Investments, LLC 0.03% Add +8.0% 14,132 $2.3M
UniSuper Management Pty Ltd 0.01% Add +5.0% 14,108 $2.3M
Second Line Capital, LLC 0.43% Reduce -1.1% 14,806 $2.3M
Edgestream Partners, L.P. 0.07% New 13,716 $2.2M
Modern Wealth Management, LLC 0.04% Reduce -2.1% 13,843 $2.2M
Concurrent Investment Advisors, LLC 0.02% Reduce -20.6% 13,534 $2.2M
Coldstream Capital Management Inc. 0.03% Add +23.9% 13,466 $2.2M
Oregon Public Employees Retirement Fund 0.03% No change 13,383 $2.2M
Intrust Bank NA 0.18% Reduce -8.9% 13,324 $2.2M
Tilia Fiduciary Partners, Inc. 1.18% Add +6.6% 13,232 $2.1M
Gsa Capital Partners LLP 0.13% New 13,156 $2.1M
Caisse de depot et placement du Quebec 0.00% Add +153.6% 13,023 $2.1M
First National Advisers, LLC 0.31% Reduce -5.3% 12,971 $2.1M
R.m.sincerbeaux Capital Management LLC 1.22% No change 12,900 $2.1M
Quadrant Capital Group LLC 0.06% Add +272.6% 12,893 $2.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +9.4% 12,800 $2.1M
Macquarie Group Ltd. 0.01% Reduce -46.5% 12,771 $2.1M
Hennessy Advisors Inc. 0.07% New 12,600 $2.0M
BDF-Gestion 0.27% No change 12,428 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -0.9% 12,421 $2.0M
Strengthening Families & Communities, LLC 0.50% Reduce -7.6% 12,327 $2.0M
OP Asset Management Ltd 0.02% Reduce -7.4% 12,292 $2.0M
Appleton Partners Inc. 0.14% Add +0.5% 12,137 $2.0M
Pinnacle Associates Ltd. 0.03% No change 12,071 $2.0M
DAVENPORT & Co LLC 0.01% Add +580.2% 11,863 $1.9M
Roundview Capital LLC 0.12% Reduce -12.1% 11,739 $1.9M
Summit Trail Advisors, LLC 0.03% Add +152.6% 11,504 $1.9M
HBK Sorce Advisory LLC 0.04% Reduce -7.4% 12,403 $1.9M
Flputnam Investment Management Co. 0.03% Reduce -9.6% 11,389 $1.9M
Axq Capital, LP 0.24% Add +256.3% 11,367 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -91.5% 11,256 $1.8M
Federated Hermes, Inc. 0.00% Reduce -78.9% 11,232 $1.8M
Impax Asset Management Group plc 0.01% Add +73.6% 11,115 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -6.8% 11,103 $1.8M
Siemens Fonds Invest GmbH 0.10% No change 11,013 $1.8M
Fiduciary Trust Co 0.02% Add +8.6% 11,001 $1.8M
Apollon Wealth Management, LLC 0.03% Reduce -73.8% 10,982 $1.8M
Wealthedge Investment Advisors, LLC 0.65% New 10,865 $1.8M
Kintegral Advisory, LLC 0.17% Reduce -4.3% 10,704 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -14.1% 10,737 $1.7M
Panagora Asset Management Inc. 0.01% Add +0.2% 10,628 $1.7M
Machina Capital S.A.S. 0.34% Add +58.0% 10,538 $1.7M
Mraz, Amerine & Associates, Inc. 0.25% Add +5.6% 10,499 $1.7M
Waterloo Capital, L.P. 0.12% Add +3.4% 10,348 $1.7M
Park Place Capital Corp 0.34% Add +27.4% 10,330 $1.7M
Hantz Financial Services, Inc. 0.03% Add +12.2% 10,245 $1.7M
Naples Global Advisors, LLC 0.12% Add +22.1% 10,119 $1.7M
Tower Research Capital LLC (TRC) 0.04% Add +211.0% 9,962 $1.6M
Argonautica Private Wealth Management, Inc. 0.49% Reduce -4.0% 9,956 $1.6M
Janney Montgomery Scott LLC 0.00% Add +5.0% 9,923 $1.6M
Aigen Investment Management, LP 0.41% New 9,883 $1.6M
Regions Financial Corp. 0.01% Reduce -11.7% 9,736 $1.6M
Lido Advisors, LLC 0.01% Reduce -63.3% 9,556 $1.6M
Sivia Capital Partners, LLC 0.30% New 9,551 $1.6M
Millington Financial Advisors, LLC 0.65% Add +1.4% 9,905 $1.5M
Wellington Management Group LLP 0.00% Add +15.8% 9,392 $1.5M
American Trust 0.13% Reduce -11.7% 9,260 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 9,249 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,172 $1.5M
Equitable Holdings, Inc. 0.01% Add +206.1% 8,022 $1.5M
Two Sigma Securities, LLC 0.17% New 9,057 $1.5M
Gulf International Bank (UK) Ltd 0.03% Add +56.3% 8,941 $1.5M
Avanza Fonder AB 0.04% No change 8,940 $1.5M
Wimmer Associates 1, LLC 0.71% Reduce -12.1% 8,895 $1.4M
Prudential PLC 0.01% Reduce -56.3% 8,881 $1.4M
Fideuram Asset Management (Ireland) dac 0.18% Add +20350.0% 6,544 $1.4M
Prospera Financial Services Inc 0.02% Add +84.4% 8,812 $1.4M
Lantz Financial LLC 0.30% Reduce -4.2% 8,807 $1.4M
Zurich Insurance Group Ltd 0.01% No change 8,700 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -46.6% 8,611 $1.4M
Principal Securities, Inc. 0.02% Add +33.4% 8,632 $1.4M
Valley National Advisers Inc. 0.18% Add +1.9% 8,636 $1.4M
Lee Financial Co 0.20% Add +15.7% 8,613 $1.4M
Farther Finance Advisors, LLC 0.01% Add +56.9% 8,741 $1.4M
Norinchukin Bank, The 0.02% Add +0.2% 8,428 $1.4M
Leavell Investment Management, Inc. 0.06% No change 8,268 $1.4M
Alps Advisors Inc. 0.01% Add +7.5% 8,304 $1.3M
Generali Asset Management SPA SGR 0.03% Reduce -51.1% 8,234 $1.3M
Brighton Jones LLC 0.03% New 8,195 $1.3M
Thrivent Financial for Lutherans 0.00% Add +19.1% 8,181 $1.3M
Kesler, Norman & Wride, LLC 0.23% Add +15.1% 8,156 $1.3M
SummitTX Capital, L.P. 0.04% New 8,153 $1.3M
Nicholson Wealth Management Group, LLC 0.76% Add +6.8% 8,045 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -44.0% 8,039 $1.3M
Simplicity Wealth,LLC 0.07% Add +23.5% 7,926 $1.3M
Kepler Cheuvreux (Suisse) SA 0.09% Reduce -40.6% 7,913 $1.3M
HUB Investment Partners, LLC 0.03% Reduce -7.0% 7,888 $1.3M
Bridgefront Capital, LLC 0.31% New 7,798 $1.3M
Greenleaf Trust 0.01% Reduce -21.8% 7,741 $1.3M
Koshinski Asset Management, Inc. 0.08% Add +12.3% 7,677 $1.2M
Rafferty Asset Management, LLC 0.01% Reduce -26.9% 7,599 $1.2M
Sentry LLC 0.38% Reduce -7.0% 7,388 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% New 7,368 $1.2M
World Investment Advisors 0.02% Add +44.3% 7,355 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -0.1% 7,345 $1.2M
Knollwood Investment Advisory, LLC 0.12% No change 7,343 $1.2M
1832 Asset Management L.P. 0.00% Reduce -4.2% 7,274 $1.2M
Commerzbank Aktiengesellschaft 0.02% Add +52.0% 7,255 $1.2M
Stephens Inc. 0.01% Add +22.6% 6,660 $1.2M
First National Trust Co 0.04% Reduce -0.0% 7,200 $1.2M
Atlantic Union Bankshares Corp 0.02% No change 7,190 $1.2M
Sierra Legacy Group 0.89% Add +258.8% 7,176 $1.2M
Intech Investment Management LLC 0.01% Add +33.3% 7,124 $1.2M
Lazard Asset Management LLC 0.00% New 7,099 $1.2M
Mizuho Securities USA LLC 0.03% Reduce -16.9% 7,058 $1.1M
Whittier Trust Co. 0.01% Reduce -3.9% 7,057 $1.1M
Boyar Asset Management Inc. 0.65% No change 7,053 $1.1M
Bessemer Group Inc. 0.00% Add +2.7% 7,046 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -1.9% 7,019 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Add +12.8% 6,928 $1.1M
Copeland Capital Management, LLC 0.03% Add +9.3% 6,921 $1.1M
Abn Amro Investment Solutions 0.01% Add +9.6% 6,789 $1.1M
iA Global Asset Management Inc. 0.02% Add +84.7% 6,662 $1.1M
Vestcor Inc 0.03% Add +30.2% 6,655 $1.1M
Hartford Investment Management Co. 0.03% Reduce -2.7% 6,622 $1.1M
Trueblood Wealth Management, LLC 0.42% Reduce -2.6% 6,559 $1.1M
GAMMA Investing LLC 0.05% Add +25.7% 6,530 $1.1M
Brevan Howard Capital Management LP 0.01% Add +45.1% 6,439 $1.0M
Jacobi Capital Management LLC 0.06% Add +69.1% 6,417 $1.0M
Investors Research Corp 0.20% Add +12111.5% 6,350 $1.0M
Boothbay Fund Management, LLC 0.02% Add +110.8% 6,220 $1.0M
Jane Street Group, LLC 0.00% Add +58.6% 6,121 $995K
Aquatic Capital Management LLC 0.03% Reduce -44.2% 6,106 $992K
Metis Global Partners, LLC 0.02% Reduce -6.3% 6,104 $992K
SBI Okasan Asset Management Co.Ltd. 0.04% No change 6,000 $981K
Board of the Pension Protection Fund 0.90% Add +5900.0% 6,000 $975K
HB Wealth Management, LLC 0.01% Add +15.3% 5,938 $965K
Western Wealth Management, LLC 0.04% New 5,902 $959K
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 5,900 $959K
Summit Financial, LLC 0.01% Add +1.5% 5,852 $957K
Cannell & Spears LLC 0.02% Add +0.1% 5,885 $956K
Centaurus Financial, Inc. 0.05% Add +0.7% 5,883 $956K
Crawford Investment Counsel Inc. 0.02% Reduce -1.7% 5,881 $956K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +871.7% 5,879 $955K
Bullock Wealth Management Group 0.48% Add +0.8% 5,965 $954K
Bluespring Wealth Management, LLC 0.08% Add +4.3% 5,804 $949K
Glenmede Trust Co. NA 0.00% Add +20.2% 5,808 $944K
Allspring Global Investments Holdings, LLC 0.00% Add +2.4% 5,887 $942K
Ossiam 0.02% Add +38.1% 5,757 $935K
Brooklyn Investment Group 0.03% Add +176.3% 5,744 $933K
Federation des caisses Desjardins du Quebec 0.00% Reduce -78.6% 5,737 $932K
Advocacy Wealth Management, LLC 0.04% Add +30.9% 5,732 $931K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 5,667 $921K
Maryland State Retirement & Pension System 0.02% No change 5,664 $920K
TCTC Holdings, LLC 0.03% Add +0.9% 5,597 $909K
Beacon Pointe Advisors, LLC 0.00% Add +240.3% 5,592 $909K
Vident Advisory, LLC 0.01% Add +18.1% 5,591 $908K
Inceptionr LLC 0.22% New 5,579 $906K
OMERS ADMINISTRATION Corp 0.01% Add +31.1% 5,539 $900K
E. Ohman J:or Asset Management AB 0.02% No change 5,450 $886K
Martingale Asset Management L P 0.02% Add +160.2% 5,428 $882K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -33.1% 5,404 $878K
Cedar Mountain Advisors, LLC 0.17% Add +0.1% 5,383 $875K
Illinois Municipal Retirement Fund 0.01% Reduce -32.0% 5,381 $874K
New Mexico Educational Retirement Board 0.03% No change 5,350 $869K
Vise Technologies, Inc. 0.02% No change 3,863 $862K
United Capital Financial Advisors, LLC 0.01% Add +21.8% 5,262 $855K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -37.4% 5,143 $841K
Curi Capital, LLC 0.01% Add +205.1% 5,104 $832K
Biltmore Family Office, LLC 0.12% Add +26.1% 5,080 $830K
BHK Investment Advisors, LLC 0.27% Add +62.9% 5,003 $813K
Independent Advisor Alliance 0.01% Reduce -72.2% 5,003 $813K
Ofi Invest Asset Management 0.01% Add +33.1% 4,984 $810K
iSAM Funds (UK) Ltd 0.39% Add +67.9% 4,900 $796K
Park Avenue Securities LLC 0.01% Reduce -24.1% 4,825 $784K
Tributary Capital Management, LLC 0.08% Add +23.9% 4,817 $783K
MUFG Securities EMEA plc 0.01% No change 4,785 $777K
First Citizens Bank & Trust Co. 0.02% Reduce -17.1% 4,763 $774K
Lanark Financial, Inc. 0.06% Reduce -20.6% 4,725 $768K
Xxi Wealth, LLC 0.43% Reduce -20.5% 4,720 $767K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -44.8% 4,704 $764K
South Dakota Investment Council 0.01% New 4,700 $764K
Union Bancaire Privee, UBP SA 0.01% Add +39.4% 4,925 $763K
Osmosis Investment Management UK Ltd 0.02% Add +32.8% 4,646 $759K
Buttonwood Financial Advisors Inc. 0.25% New 4,594 $746K
PFG Investments, LLC 0.03% Add +8.1% 4,587 $745K
Savant Capital, LLC 0.00% Reduce -9.0% 4,557 $740K
Silvercrest Asset Management Group LLC 0.01% Reduce -3.6% 4,517 $734K
Quadrature Capital Ltd 0.01% New 4,501 $731K
V-Square Quantitative Management LLC 0.08% Add +35.3% 4,488 $729K
Sequoia Financial Advisors, LLC 0.00% Add +37.1% 4,450 $723K
East Coast Asset Management, LLC. 0.24% No change 4,438 $721K
Waverly Advisors, LLC 0.01% Add +110.1% 4,414 $717K
Orion Porfolio Solutions, LLC 0.01% Reduce -63.4% 4,374 $711K
Saudi Central Bank 0.01% New 4,309 $700K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 4,273 $694K
Ballentine Partners, LLC 0.01% Add +135.8% 4,267 $693K
Twin Capital Management Inc. 0.09% New 4,146 $674K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -31.1% 4,140 $673K
Focus Partners Advisor Solutions, LLC 0.01% New 4,136 $672K
Morningstar Investment Management LLC 0.04% Add +41.8% 4,114 $668K
Kelleher Financial Advisors 0.17% No change 4,005 $651K
Bank Ozk 0.23% No change 4,000 $650K
Vanguard National Trust Co 0.04% — 4,000 $650K
Nomura Holdings Inc. 0.01% Add +105.2% 3,997 $649K
Polymer Capital Management (US) LLC 0.10% New 3,994 $649K
Coastal Bridge Advisors, LLC 0.05% Reduce -0.6% 3,975 $646K
Ritholtz Wealth Management 0.01% Add +71.2% 3,945 $641K
Empirical Finance, LLC 0.03% Reduce -0.1% 3,934 $639K
Larson Financial Group LLC 0.02% Add +292.8% 3,924 $638K
Nordwand Advisors, LLC 0.11% Reduce -77.7% 3,903 $634K
Welch & Forbes LLC 0.01% No change 3,900 $634K
Raiffeisen Bank International AG 0.01% Add +136.3% 3,877 $634K
ABLE Financial Group, LLC 0.12% Add +16.1% 3,875 $630K
DT Investment Partners, LLC 0.05% No change 3,870 $629K
Lord & Richards Wealth Management, LLC 0.54% Add +1.2% 3,798 $617K
Oppenheimer & Co. Inc. 0.01% Reduce -4.9% 3,766 $612K
Keybank National Association 0.00% Add +8.6% 3,751 $609K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,736 $607K
Bradley Foster & Sargent Inc. 0.01% No change 3,675 $597K
Prime Capital Investment Advisors, LLC 0.01% Add +10.0% 3,650 $593K
Buckhead Capital Management LLC 0.22% No change 3,599 $585K
Cynosure Group, LLC 0.07% Reduce -34.8% 3,592 $584K
Accredited Investors Inc. 0.03% Reduce -1.9% 3,587 $583K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -0.2% 3,583 $582K
United Advisor Group, LLC 0.07% Add +8.7% 3,578 $581K
Atlas Legacy Advisors, LLC 0.10% Add +2.6% 3,534 $574K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +24.4% 3,487 $567K
Ostrum Asset Management 0.03% Reduce -37.6% 3,448 $560K
Mission Wealth Management, LP 0.01% Add +2.6% 3,403 $553K
North Dakota State Investment Board 0.02% Reduce -15.7% 3,368 $547K
Smallwood Wealth Investment Management, LLC 0.29% Reduce -10.7% 3,363 $547K
Graham Capital Management, L.P. 0.02% Add +103.5% 3,359 $546K
Mirabaud Asset Management Ltd 0.45% Reduce -61.2% 3,338 $546K
Exchange Traded Concepts, LLC 0.00% Add +64.1% 3,347 $544K
Meeder Advisory Services, Inc. 0.02% Add +17.7% 3,321 $540K
Choreo, LLC 0.01% Reduce -13.5% 3,283 $537K
D.B. Root & Company, LLC 0.13% Add +1.9% 3,300 $536K
AlphaGrep UK Ltd 0.16% Add +19.9% 3,296 $536K
MCF Advisors LLC 0.02% Add +334.4% 3,275 $535K
CWS Financial Advisors, LLC 0.14% Add +7.6% 3,286 $534K
Triangle Securities Wealth Management 0.12% Reduce -12.9% 3,270 $531K
Jacobs Levy Equity Management, Inc. 0.00% No change 3,246 $527K
Mufg Securities Americas Inc. 0.03% Add +2.7% 3,230 $525K
Caprock Group, LLC 0.01% Add +76.4% 3,172 $520K
TIAA Wealth Investment Management LLC 0.00% — 3,185 $517K
Bridgewater Advisors Inc. 0.03% Add +1.5% 3,614 $511K
Securian Asset Management, Inc. 0.02% No change 3,140 $510K
Gen-Wealth Partners Inc 0.16% Add +53.0% 3,125 $508K
Unique Wealth Strategies, LLC 0.20% New 3,072 $499K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 3,067 $498K
Paladin Partners, LLC 0.36% No change 3,050 $496K
Evolve Private Wealth, LLC 0.03% Add +31.5% 3,034 $493K
Legacy Capital Wealth Partners, LLC 0.10% Add +3.5% 3,014 $490K
Blueshift Asset Management, LLC 0.15% New 2,972 $483K
Kidder Stephen W 0.14% No change 2,950 $479K
Eukles Asset Management 0.21% Reduce -36.1% 2,911 $473K
Mutual Advisors, LLC 0.01% Add +14.1% 2,897 $471K
Ellevest, Inc. 0.07% Add +30.8% 2,881 $468K
Plato Investment Management Ltd 0.03% No change 2,879 $468K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -27.3% 2,820 $458K
Premier Path Wealth Partners, LLC 0.06% New 2,819 $458K
Rehmann Capital Advisory Group 0.02% Add +32.8% 2,811 $457K
Gibbs Wealth Management 0.06% Add +17.2% 2,811 $457K
Vontobel Holding Ltd. 0.00% Reduce -3.3% 2,801 $455K
Clarus Group, Inc. 0.16% Add +0.4% 2,780 $452K
Gallacher Capital Management LLC 0.17% New 2,759 $448K
Stevens Capital Management LP 0.07% Add +29.9% 2,714 $441K
Evergreen Capital Management LLC 0.01% Add +83.5% 2,703 $441K
EverSource Wealth Advisors, LLC 0.01% Add +118.7% 2,707 $440K
First Heartland Consultants, Inc. 0.03% Add +0.7% 2,688 $437K
WealthTrust Axiom LLC 0.11% No change 2,681 $436K
Brown Miller Wealth Management, LLC 0.12% Add +2.0% 2,661 $432K
Main Street Financial Solutions, LLC 0.03% Add +40.0% 2,637 $428K
Jefferies Financial Group Inc. 0.01% New 2,614 $425K
CreativeOne Wealth, LLC 0.01% Add +26.3% 2,609 $424K
Praxis Investment Management Inc. 0.03% No change 2,596 $422K
Allworth Financial LP 0.00% Reduce -92.2% 2,588 $421K
Gateway Investment Advisers LLC 0.00% Add +40.7% 2,574 $418K
NewEdge Wealth, LLC 0.01% Reduce -47.5% 2,573 $418K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -0.5% 2,552 $415K
Arwa LLC 0.20% Reduce -51.6% 2,654 $411K
Applied Finance Capital Management, LLC 0.03% Add +24.9% 2,470 $401K
Swmg, LLC 0.11% Reduce -38.3% 2,466 $401K
Tyche Wealth Partners LLC 0.06% Add +0.4% 2,457 $399K
NorthCrest Asset Manangement, LLC 0.01% New 2,471 $398K
Segment Wealth Management, LLC 0.02% Add +2.3% 2,425 $394K
Optimize Financial Inc. 0.19% Add +32.8% 2,419 $393K
Composition Wealth, LLC 0.01% Add +9.0% 2,413 $392K
Sunburst Financial Group, LLC 0.07% Add +27.4% 2,388 $388K
Baker Avenue Asset Management, LP 0.01% Reduce -5.5% 2,375 $386K
Argent Trust Co 0.01% Reduce -0.4% 2,374 $386K
Mirabella Financial Services LLP 0.04% New 2,372 $385K
CHICAGO TRUST Co NA 0.06% Reduce -13.5% 2,364 $384K
SeaBridge Investment Advisors LLC 0.06% No change 2,344 $381K
Walleye Trading LLC 0.01% New 2,335 $379K
Rockland Trust Co. 0.02% Reduce -4.3% 2,328 $378K
Mather Group, Llc. 0.00% Add +14.8% 2,320 $377K
Maripau Wealth Management LLC 0.17% Add +11.8% 2,317 $376K
Dividend Assets Capital, LLC 0.07% No change 2,313 $376K
Lyell Wealth Management, LP 0.03% Reduce -94.3% 2,297 $373K
Fisher Asset Management 0.00% Reduce -14.7% 2,271 $369K
Transcend Capital Advisors, LLC 0.03% Reduce -72.6% 2,268 $369K
Silver Oak Securities, Incorporated 0.03% Add +21.6% 2,267 $368K
Exchange Bank 0.25% No change 2,250 $366K
Signaturefd, LLC 0.01% Add +17.4% 2,249 $365K
Compound Planning, Inc. 0.01% Reduce -60.4% 2,208 $359K
Chicago Partners Investment Group LLC 0.01% Add +91.3% 2,232 $359K
Compass Ion Advisors, LLC 0.03% Add +20.7% 2,187 $355K
Arax Advisory Partners 0.01% Add +130.9% 2,189 $355K
Sowell Financial Services LLC 0.01% Reduce -10.8% 2,170 $353K
TD Private Client Wealth LLC 0.01% Add +3.8% 2,163 $352K
Tailwinds Wealth, LLC 0.86% Reduce -19.0% 2,149 $349K
Zevenbergen Capital Investments LLC 0.01% Reduce -90.7% 2,145 $349K
Sompo Asset Management Co., Ltd. 0.06% Add +1.4% 2,140 $348K
Guardian Wealth Management, Inc. 0.19% Reduce -31.1% 2,135 $347K
6th Street Advisors, LLC 0.22% — 2,119 $346K
Baker Ellis Asset Management LLC 0.04% No change 2,131 $346K
Heritage Wealth Advisors 0.01% No change 2,130 $346K
Advisory Alpha, LLC 0.01% Add +36.5% 2,122 $345K
Dorsey & Whitney Trust CO LLC 0.02% Add +14.6% 2,101 $341K
Renasant Bank 0.24% Add +26.1% 2,094 $340K
Wedmont Private Capital 0.01% Reduce -18.4% 2,110 $340K
Oslo Pensjonsforsikring AS 0.05% — 2,089 $339K
Wellington Grp LLC 0.10% Add +36.4% 2,086 $339K
D.A. Davidson & Co. 0.00% Add +43.6% 2,084 $339K
E6 Portfolios, LLC 0.35% Add +2.0% 2,047 $333K
J. Safra Sarasin Holding AG 0.01% Add +13.3% 2,031 $330K
111 Capital 0.08% Add +118.7% 2,027 $329K
Pure Financial Advisors, LLC 0.00% Add +119.0% 2,019 $328K
Capital International, Inc. 0.00% New 2,016 $328K
Elevation Point Wealth Partners, LLC 0.01% Reduce -16.2% 2,005 $327K
Qtron Investments LLC 0.04% Add +0.1% 2,004 $326K
Leeward Financial Partners, LLC 0.10% No change 2,000 $325K
Spire Wealth Management 0.01% Add +0.6% 1,997 $324K
Patton Fund Management, Inc. 0.05% Add +103.3% 1,980 $322K
Fifth Third Wealth Advisors LLC 0.01% Add +11.1% 1,959 $318K
Groupama Asset Managment 0.00% Reduce -69.9% 1,948 $317K
TCW Group Inc. 0.00% Add +5.2% 1,938 $315K
Maridea Wealth Management LLC 0.05% Add +31.4% 1,932 $314K
Verity Asset Management, Inc. 0.13% Add +30.4% 1,928 $313K
EntryPoint Capital, LLC 0.09% New 1,925 $313K
Rothschild Investment LLC 0.02% Add +771.0% 1,925 $313K
Childress Capital Advisors, LLC 0.06% Add +32.6% 1,919 $312K
Brookstone Capital Management 0.00% New 1,910 $310K
Norden Group LLC 0.03% Reduce -12.9% 1,907 $310K
Diversified Enterprises, LLC 0.02% Add +18.8% 1,905 $310K
Baron Wealth Management LLC 0.09% Add +100.5% 1,903 $309K
KFG Wealth Management, LLC 0.04% Add +8.5% 1,897 $308K
IFP Advisors, Inc 0.01% Reduce -13.4% 1,885 $306K
Great Lakes Advisors, LLC 0.00% Reduce -28.5% 1,881 $306K
Moneco Advisors, LLC 0.02% Add +7.7% 1,871 $304K
Crestwood Advisors Group, LLC 0.01% Add +9.8% 1,854 $301K
Smith Group Asset Management, LLC 0.02% New 1,850 $301K
Verition Fund Management LLC 0.00% Reduce -76.7% 1,848 $300K
Bridges Investment Management Inc. 0.00% Reduce -0.2% 1,841 $299K
Daymark Wealth Partners, LLC 0.01% Add +88.5% 1,838 $299K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -9.4% 1,835 $298K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +13.0% 1,830 $297K
Independence Bank of Kentucky 0.04% No change 1,820 $296K
Arkadios Wealth Advisors 0.00% Reduce -30.3% 1,815 $295K
Marco Investment Management LLC 0.02% No change 1,812 $294K
Huntington National Bank 0.00% Reduce -3.8% 1,811 $294K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -62.1% 1,804 $293K
Forza Wealth Management, LLC 0.10% No change 1,800 $292K
Caitlin John, LLC 0.18% Add +43.0% 1,798 $292K
Rothschild Wealth LLC 0.03% New 1,787 $290K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,783 $290K
Burling Wealth Partners, LLC 0.05% Reduce -60.2% 1,778 $289K
Strategy Asset Managers LLC 0.05% Add +9.7% 1,777 $289K
GWN Securities Inc. 0.06% Add +61.4% 1,771 $288K
Woodward Diversified Capital, LLC 0.13% Add +1.0% 1,763 $287K
Abacus Wealth Partners, LLC 0.03% Add +1.4% 1,761 $286K
Syon Capital LLC 0.01% Reduce -30.1% 1,756 $285K
Wealth Alliance, LLC 0.03% Reduce -5.3% 1,746 $284K
Balyasny Asset Management L.P. 0.00% Reduce -99.4% 1,743 $283K
McMillan Office, Inc. 0.04% No change 1,742 $283K
Zions Bancorporation, National Association 0.02% Reduce -69.2% 1,742 $283K
Redmond Asset Management, LLC 0.08% Reduce -5.4% 1,741 $283K
Chancellor Financial Group WB LP 0.20% No change 1,739 $283K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,732 $281K
Prosperity Advisers, LLC 0.23% No change 1,718 $281K
Foundations Investment Advisors, LLC 0.00% Reduce -0.6% 1,726 $280K
Savvy Advisors, Inc. 0.01% Reduce -34.6% 1,715 $279K
Clark Capital Management Group, Inc. 0.00% Reduce -2.6% 1,709 $278K
Ifrah Financial Services, Inc. 0.07% Reduce -2.5% 1,691 $275K
Randall & Associates Wealth Management 0.18% Add +15.7% 1,689 $274K
AE Wealth Management LLC 0.00% Add +19.3% 1,688 $274K
MBE Wealth Management, LLC 0.11% Add +11.7% 1,688 $274K
Burton Enright Welch 0.04% New 1,681 $273K
Canada Post Corp Registered Pension Plan 0.01% Reduce -34.6% 1,680 $273K
Mgo One Seven LLC 0.01% Add +4.6% 1,667 $271K
OneDigital Investment Advisors LLC 0.00% Reduce -28.1% 1,667 $271K
Pallas Capital Advisors LLC 0.01% New 1,656 $269K
Mystic Asset Management, Inc. 0.06% No change 1,646 $267K
Fiduciary Family Office, LLC 0.08% Reduce -29.4% 1,642 $267K
Empire Financial Management Company, LLC 0.06% No change 1,624 $264K
Eastern Bank 0.00% Reduce -1.3% 1,619 $263K
Astoria Portfolio Advisors LLC. 0.06% Add +17.7% 1,668 $261K
Arcadia Investment Management Corp. 0.04% No change 1,600 $260K
LVW Advisors, LLC 0.03% Reduce -60.7% 1,594 $259K
Townsquare Capital LLC 0.06% Reduce -56.1% 1,590 $258K
Icon Wealth Advisors, LLC 0.02% Reduce -53.9% 1,605 $258K
CENTRAL TRUST Co 0.01% Reduce -9.2% 1,585 $258K
Tema ETFs LLC 0.02% Add +0.5% 1,566 $254K
Prestige Wealth Management Group LLC 0.05% No change 1,554 $254K
Washington Trust Bank 0.02% No change 1,560 $253K
Gilbert & Cook, Inc. 0.03% Add +1.7% 1,555 $253K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +20.9% 1,555 $253K
Private Trust Co. NA 0.02% Reduce -1.4% 1,554 $252K
Centiva Capital, LP 0.01% New 1,552 $252K
Advisors Capital Management, LLC 0.00% Reduce -5.6% 1,547 $251K
Campion Asset Management 0.17% Reduce -1.3% 1,544 $251K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.2% 1,544 $251K
Advyzon Investment Management, LLC 0.02% Add +8.3% 1,541 $250K
Erste Asset Management GmbH 0.00% Reduce -91.8% 1,530 $250K
Clark Financial Services Group Inc. 0.14% Add +7.3% 1,539 $250K
Integrated Quantitative Investments LLC 0.05% Reduce -71.3% 1,537 $250K
Legato Capital Management LLC 0.02% No change 1,537 $250K
Manning & Napier Advisors LLC 0.00% New 1,517 $248K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -1.6% 1,517 $246K
Prana Capital Management, LP 0.01% New 1,513 $246K
Dynamic Advisor Solutions LLC 0.01% Add +13.7% 1,508 $245K
SHP Wealth Management 0.02% Add +0.2% 1,507 $245K
Shore Point Advisors, LLC 0.10% No change 1,504 $244K
DV Trading LLC 0.02% Add +1400.0% 1,500 $244K
Anchor Investment Management, LLC 0.02% No change 1,500 $244K
Optas, LLC 0.04% Reduce -20.8% 1,487 $242K
Stonehearth Capital Management, LLC 0.10% No change 1,480 $240K
Apella Capital, LLC 0.00% Add +1.7% 1,472 $240K
Snowden Capital Advisors LLC 0.01% Reduce -30.5% 1,465 $239K
Kastel Capital Advisors, LLC 0.15% No change 1,067 $238K
Ipswich Investment Management Co., Inc. 0.06% No change 1,465 $238K
J.W. Cole Advisors, Inc. 0.01% Reduce -11.1% 1,459 $237K
GeoWealth Management, LLC 0.01% Add +31.1% 1,459 $237K
Advisor OS, LLC 0.02% Add +15.2% 1,443 $235K
AlphaCore Capital LLC 0.01% Reduce -12.1% 1,431 $234K
Calamos Wealth Management LLC 0.01% New 1,435 $233K
Calamos Advisors LLC 0.00% New 1,435 $233K
National Wealth Management Group, LLC 0.09% Reduce -4.0% 1,434 $233K
Safe Harbor Fiduciary, LLC 0.22% Add +10.7% 1,434 $233K
OpenArc Corporate Advisory, LLC 0.00% New 1,420 $231K
Radnor Capital Management, LLC 0.03% No change 1,407 $229K
Diversify Wealth Management, LLC 0.00% New 1,417 $228K
Navigation Group, LLC 0.05% — 1,400 $227K
Traphagen Investment Advisors LLC 0.02% Add +0.1% 1,395 $227K
Fragasso Financial Advisors Inc 0.01% Add +43.6% 1,393 $226K
Parallel Advisors, LLC 0.00% Add +27.0% 1,386 $225K
Krilogy Financial LLC 0.01% New 1,375 $223K
Journey Strategic Wealth LLC 0.01% New 1,372 $223K
Atlas Brown,Inc. 0.07% Add +0.4% 1,370 $223K
Frec Markets, Inc. 0.04% New 1,365 $222K
Voya Financial Advisors, Inc. 0.02% Reduce -10.1% 1,393 $219K
CWA Asset Management Group, LLC 0.01% Reduce -15.0% 1,349 $219K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -2.0% 1,342 $218K
Atom Investors LP 0.02% New 1,342 $218K
Diversified Trust Co. 0.00% Reduce -25.2% 1,342 $218K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 1,334 $217K
WINTON GROUP Ltd 0.01% New 1,328 $216K
Trust Point Inc. 0.02% Reduce -17.3% 1,315 $214K
Portside Wealth Group, LLC 0.03% Reduce -21.9% 1,308 $213K
UMB Bank, n.a. 0.00% Add +9.2% 1,308 $213K
Hall Laurie J Trustee 0.07% Reduce -7.1% 1,300 $211K
Penobscot Investment Management Company, Inc. 0.02% No change 1,299 $211K
Bull Harbor Capital LLC 0.06% — 1,288 $209K
Eubel Brady & Suttman Asset Management Inc. 0.03% Add +15.1% 1,288 $209K
Washington Trust Advisors, Inc. 0.02% No change 1,286 $209K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -15.4% 1,275 $208K
Fulton Bank, N.A. 0.01% Add +2.1% 1,281 $208K
Simplex Trading, LLC 0.01% New 1,273 $207K
Oxford Asset Management LLP 0.08% New 1,272 $207K
Hamilton Capital Partners Inc. 0.01% Add +67.1% 1,270 $206K
Tranquilli Financial Advisor LLC 0.12% New 1,247 $203K
Hunter Perkins Capital Management, LLC 0.05% New 1,236 $202K
PCM Encore, LLC 0.04% Add +2.7% 1,242 $202K
Caitong International Asset Management Co., Ltd 0.04% Add +108.2% 1,241 $202K
SYM FINANCIAL Corp 0.02% New 1,237 $201K
McAdam, LLC 0.01% Add +20.6% 1,233 $200K
Greykasell Wealth Strategies, Inc. 0.08% No change 1,205 $196K
Hanson & Doremus Investment Management 0.02% No change 1,150 $187K
CX Institutional 0.01% Reduce -29.2% 1,145 $186K
Key Financial Inc 0.03% No change 1,117 $181K
Sterling Capital Management LLC 0.00% Reduce -19.6% 1,117 $181K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.4% 1,042 $169K
Colonial Trust Co / SC 0.02% Reduce -8.5% 973 $158K
MidFirst Bank 0.01% Add +57.1% 955 $155K
Resources Management Corp. /CT/ 0.02% Reduce -29.3% 930 $151K
Ancora Advisors LLC 0.00% Add +134.1% 885 $144K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $143K
Smartleaf Asset Management LLC 0.01% Reduce -16.9% 870 $142K
Blue Trust, Inc. 0.00% Reduce -30.7% 872 $142K
Destiny Wealth Partners, LLC 0.01% New 842 $137K
FIL Ltd 0.00% New 827 $134K
Quarry LP 0.03% Add +92.1% 807 $131K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 786 $128K
Raleigh Capital Management Inc. 0.04% Add +2.4% 783 $127K
Toth Financial Advisory Corp. 0.01% No change 770 $125K
Ninety One North America, Inc. 0.01% Reduce -36.9% 770 $125K
TD Waterhouse Canada Inc. 0.00% Add +51.3% 776 $124K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.1% 794 $122K
State of Wyoming 0.01% Add +14.8% 706 $115K
Broadwater Capital Management LLC 0.08% No change 500 $112K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -5.1% 672 $109K
Penserra Capital Management LLC 0.00% Add +3.3% 661 $106K
S.A. Mason LLC 0.04% No change 650 $106K
Parkside Financial Bank & Trust 0.01% Reduce -23.2% 646 $105K
Geneos Wealth Management Inc. 0.00% Reduce -86.6% 646 $105K
Leonteq Securities AG 0.01% Reduce -70.3% 615 $100K
Banque Cantonale Vaudoise 0.00% New 607 $99K
Kennebec Savings Bank 0.09% No change 600 $97K
Bayban 0.08% New 600 $97K
LFA - Lugano Financial Advisors SA 0.05% No change 594 $97K
Harbour Investments, Inc. 0.00% Reduce -2.7% 575 $93K
Basecamp Wealth Advisors LLC 0.02% Add +1.3% 554 $90K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -11.4% 550 $89K
Quent Capital, LLC 0.01% Reduce -6.6% 523 $85K
Innovative Asset Advisors Group, LLC 0.05% — 502 $82K
Cary Street Partners Financial LLC 0.00% Reduce -32.5% 491 $80K
Chilton Capital Management LLC 0.00% No change 482 $78K
Cassaday & Co Wealth Management LLC 0.00% New 480 $78K
DHJJ Financial Advisors, Ltd. 0.03% No change 478 $78K
Essential Partners LLC 0.03% Add +465.9% 464 $75K
Trust Co. of Toledo NA 0.01% Add +0.2% 451 $73K
Clearstead Trust, LLC 0.01% Reduce -13.8% 445 $72K
Corient IA LP 0.07% New 440 $71K
Acadian Asset Management LLC 0.00% Reduce -9.9% 438 $71K
AdvisorNet Financial, Inc 0.00% Reduce -3.7% 420 $68K
Armstrong Advisory Group, Inc. 0.00% No change 414 $67K
St Germain D J Co. Inc. 0.00% No change 403 $65K
City State Bank 0.02% Add +294.1% 402 $65K
Capital Advisors, Ltd. LLC 0.01% Reduce -6.4% 394 $64K
Financial Network Wealth Advisors LLC 0.06% Reduce -9.3% 390 $63K
True Wealth Design, LLC 0.02% Add +468.2% 375 $61K
First Command Advisory Services, Inc. 0.00% Reduce -12.5% 372 $61K
Cromwell Holdings LLC 0.03% Add +2.8% 367 $60K
SouthState Bank Corp 0.00% Add +1.1% 367 $60K
SJS Investment Consulting Inc. 0.01% Add +2143.8% 359 $58K
Opal Wealth Advisors, LLC 0.01% New 358 $58K
Pinnacle Bancorp, Inc. 0.02% No change 354 $58K
Measured Wealth Private Client Group, LLC 0.02% Add +9.3% 354 $58K
MV Capital Management, Inc. 0.01% Add +16.8% 347 $56K
Steph & Co. 0.02% Reduce -33.7% 328 $53K
Global X Japan Co., Ltd. 0.00% Reduce -28.2% 323 $52K
SBI Securities Co., Ltd. 0.00% Add +3.9% 323 $52K
Covestor Ltd 0.04% Reduce -36.2% 319 $52K
CYBER HORNET ETFs LLC 0.03% Reduce -5.0% 322 $52K
HM Payson & Co. 0.00% No change 310 $50K
Montag A & Associates Inc. 0.00% No change 300 $49K
Kentucky Trust Co 0.03% No change 300 $49K
Roble, Belko & Company, Inc 0.01% No change 295 $48K
2UniFi Bank 0.02% Add +5.5% 290 $47K
REAP Financial Group, LLC 0.01% Add +30.5% 265 $43K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 263 $43K
Bruce G. Allen Investments, LLC 0.03% Add +28.2% 259 $42K
Webster Bank, N. A. 0.00% No change 258 $42K
Asset Dedication, LLC 0.00% No change 253 $41K
CVA Family Office, LLC 0.00% Add +109.2% 251 $41K
Bangor Savings Bank 0.00% No change 250 $41K
Owl Creek Wealth Partners LLC 0.01% — 242 $39K
Plante Moran Financial Advisors, LLC 0.00% Reduce -34.6% 236 $38K
Root Financial Partners, LLC 0.00% Reduce -10.1% 231 $37K
NorthAvenue LLC 0.03% No change 229 $37K
Front Row Advisors LLC 0.01% No change 225 $37K
Evolution Wealth Management Inc. 0.03% New 220 $36K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -93.2% 217 $35K
Piscataqua Savings Bank 0.02% No change 215 $35K
Truvestments Capital LLC 0.01% No change 214 $35K
Lodestone Wealth Management LLC 0.01% Add +17.8% 205 $33K
Curio Wealth, LLC 0.01% Add +1.0% 202 $33K
Osterweis Capital Management Inc. 0.00% No change 199 $32K
Anfield Capital Management, LLC 0.01% No change 196 $32K
Private Wealth Asset Management, LLC 0.00% Reduce -74.1% 194 $32K
Bokf, NA 0.00% Add +44.0% 193 $31K
Wealth Preservation Advisors, LLC 0.03% New 185 $30K
Hazlett, Burt & Watson, Inc. 0.01% No change 175 $28K
Boreal Capital Management LLC 0.03% No change 170 $28K
Smithfield Trust Co 0.00% No change 170 $27K
WPG Advisers, LLC 0.02% Add +15.5% 164 $27K
Harbor Investment Advisory, LLC 0.00% Reduce -54.6% 161 $26K
Fortitude Family Office, LLC 0.01% Reduce -2.5% 157 $26K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 155 $25K
CoreCap Advisors, LLC 0.00% Add +48.1% 154 $25K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.6% 157 $25K
Salem Investment Counselors Inc. 0.00% New 150 $25K
Flagship Wealth Advisors, LLC 0.01% No change 100 $24K
Ascentis Independent Advisors 0.00% New 138 $23K
Clearstead Advisors, LLC 0.00% Reduce -71.3% 138 $22K
Bogart Wealth, LLC 0.00% Add +7.9% 137 $22K
First PREMIER Bank 0.01% Reduce -59.1% 135 $22K
JFS Wealth Advisors, LLC 0.00% Reduce -14.5% 130 $21K
Versant Capital Management, Inc 0.00% Reduce -45.3% 129 $21K
Minot DeBlois Advisors LLC 0.02% No change 125 $20K
Crewe Advisors LLC 0.00% No change 120 $19K
Valued Wealth Advisors LLC 0.01% No change 117 $19K
Elevation Wealth Partners, LLC 0.01% Add +45.0% 116 $19K
Private Wealth Management Group, LLC 0.00% Add +65.2% 114 $19K
Mascoma Wealth Management LLC 0.00% No change 111 $18K
First Horizon Corp. 0.00% Add +3.8% 110 $18K
Oakworth Capital, Inc. 0.00% No change 109 $18K
Manchester Capital Management LLC 0.00% Reduce -25.7% 107 $17K
Salomon & Ludwin, LLC 0.00% Reduce -27.2% 107 $17K
Wolff Wiese Magana LLC 0.01% Add +5.0% 105 $17K
Cornerstone Planning Group LLC 0.00% Add +54.9% 110 $17K
Richardson Capital Management LLC 0.01% No change 100 $16K
Asset Planning,Inc 0.01% No change 99 $16K
Transamerica Financial Advisors, LLC 0.00% Add +88.2% 96 $16K
Activest Wealth Management 0.00% Add +433.3% 96 $16K
Meramec Financial Planners, LLC 0.01% No change 94 $15K
Caldwell Trust Co 0.00% No change 93 $15K
Sunbelt Securities, Inc. 0.00% No change 91 $15K
Solstein Capital, LLC 0.01% New 91 $15K
Leo H. Evart, Inc. 0.01% — 90 $15K
Keating Financial Advisory Services, Inc. 0.00% Add +11.3% 89 $14K
Gill Capital Partners, LLC 0.00% New 88 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 87 $14K
Capital Analysts, LLC 0.00% No change 88 $14K
Bell Investment Advisors, Inc 0.00% Add +127.0% 84 $14K
Beacon Investment Advisory Services, Inc. 0.00% New 82 $13K
Farmers & Merchants Investments Inc. 0.00% No change 82 $13K
TOWER TRUST & INVESTMENT Co 0.01% No change 78 $13K
Ares Financial Consulting, LLC 0.01% Add +71.1% 77 $12K
S&T Bank 0.00% No change 73 $12K
Graney & King, LLC 0.01% No change 70 $11K
MTM Investment Management, LLC 0.00% No change 66 $11K
Coston, McIsaac & Partners 0.00% No change 64 $10K
Aventura Private Wealth, LLC 0.00% Add +19.6% 61 $10K
Rossby Financial, LCC 0.00% Add +154.2% 61 $10K
Fortis Group Advisors, LLC 0.00% No change 53 $9K
Valley Wealth Managers, Inc. 0.00% No change 52 $8K
Triumph Capital Management 0.00% Add +410.0% 51 $8K
Swiss Re Ltd. 0.05% No change 51 $8K
Meeder Asset Management Inc. 0.00% Reduce -26.1% 51 $8K
Trask Adam Roland 0.01% — 50 $8K
Ameriflex Group, Inc. 0.00% No change 50 $8K
Southern Michigan Bank & Trust 0.00% — 50 $8K
Vision Retirement, LLC 0.00% No change 50 $8K
West Branch Capital LLC 0.00% No change 50 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +11.4% 49 $8K
First Pacific Financial 0.00% Add +46.9% 47 $8K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% — 46 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $7K
JPL Wealth Management, LLC 0.00% New 45 $7K
Horizon Financial Services, LLC 0.00% Add +330.0% 43 $7K
North Star Investment Management Corp. 0.00% Reduce -23.6% 42 $7K
Advocate Investing Services LLC 0.01% No change 41 $7K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 41 $7K
Financial Freedom, LLC 0.00% New 40 $6K
Kemnay Advisory Services Inc. 0.00% New 39 $6K
Rational Advisors, Inc. 0.00% No change 39 $6K
Frazier Financial Advisors, LLC 0.00% No change 38 $6K
Strive Financial Group ,LLC 0.00% No change 40 $6K
Guinness Atkinson Asset Management Inc 0.00% No change 36 $6K
Lloyd Advisory Services, LLC. 0.00% New 34 $6K
Kingdom Financial Group LLC. 0.00% No change 34 $6K
Elevated Capital Advisors, LLC 0.00% Reduce -46.0% 34 $6K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% Reduce -36.0% 32 $5K
Avion Wealth 0.00% Add +60.0% 32 $5K
Strategic Investment Solutions, Inc. 0.00% No change 30 $5K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -21.6% 29 $5K
Dagco, Inc. 0.00% No change 29 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 25 $4K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -77.1% 27 $4K
Sunrise Financial Services, LLC 0.00% No change 23 $4K
Raffa Wealth Management, LLC 0.00% Add +109.1% 23 $4K
LGT Financial Advisors LLC 0.02% No change 22 $4K
Kilter Group LLC 0.00% Add +10.5% 21 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 20 $3K
NFSG Corp 0.00% No change 20 $3K
Summit Securities Group LLC 0.00% Reduce -89.0% 19 $3K
High Note Wealth, LLC 0.00% New 19 $3K
Seneschal Advisors, LLC 0.00% No change 18 $3K
Abound Wealth Management 0.00% No change 18 $3K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Retirement Wealth Solutions LLC 0.00% Reduce -62.2% 17 $3K
Gables Capital Management Inc. 0.00% No change 17 $3K
LRI Investments, LLC 0.00% No change 16 $3K
Financial Management Professionals, Inc. 0.00% Reduce -99.2% 15 $2K
Rialto Wealth Management, LLC 0.00% Add +87.5% 15 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.8% 15 $2K
Highline Wealth Partners LLC 0.00% Add +150.0% 15 $2K
Grove Bank & Trust 0.00% No change 15 $2K
Johnson Financial Group, Inc. 0.00% No change 14 $2K
Addison Advisors LLC 0.00% Add +27.3% 14 $2K
Principia Wealth Advisory, LLC 0.00% Add +225.0% 13 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $2K
Cornerstone Financial Management LLC 0.00% Add +500.0% 12 $2K
Wall Street Financial Group, Inc. 0.00% New 12 $2K
Red Tortoise LLC 0.00% No change 12 $2K
Corsicana & Co. 0.00% No change 8 $2K
Dogwood Wealth Management LLC 0.00% Reduce -21.4% 11 $2K
Burk Holdings LLC 0.00% New 11 $2K
Wealth Enhancement Trust Services, Inc. 0.00% No change 11 $2K
Rakuten Securities, Inc. 0.00% Add +800.0% 9 $1K
Bare Financial Services, Inc 0.00% Reduce -71.0% 9 $1K
Basepoint Wealth LLC 0.00% No change 8 $1K
Maseco LLP 0.00% No change 8 $1K
Portus Wealth Advisors, LLC 0.00% New 8 $1K
Nvest Wealth Strategies, Inc. 0.00% New 8 $1K
Clark Wealth Partners 0.00% Add +33.3% 8 $1K
Clayton Financial Group LLC 0.00% New 8 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -42.9% 8 $1K
Sachetta, LLC 0.00% Reduce -75.0% 7 $1K
Westside Investment Management, Inc. 0.00% No change 7 $1K
Hughes Financial Services, LLC 0.00% No change 7 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.8% 4 $1K
Aspect Partners, LLC 0.00% No change 6 $975
Nvwm, LLC 0.00% Add +200.0% 6 $975
Rosenberg Matthew Hamilton 0.00% No change 6 $975
Bay Harbor Wealth Management, LLC 0.00% Reduce -53.9% 6 $974
Imprint Wealth LLC 0.00% No change 4 $650
Millstone Evans Group, LLC 0.00% No change 4 $650
American Capital Advisory, LLC 0.00% Add +100.0% 4 $650
TFC Financial Management, Inc. 0.00% Reduce -20.0% 4 $650
Breakwater Investment Management 0.00% Add +50.0% 3 $488
DecisionPoint Financial, LLC 0.00% No change 3 $488
Silver Grove Financial Group, Inc. 0.00% New 3 $487
Signature Equity Partners, LLC 0.00% No change 3 $487
Vermillion Wealth Management, Inc. 0.00% New 3 $487
MBM Wealth Consultants, LLC 0.00% New 3 $487
Dunhill Financial, LLC 0.00% Reduce -80.0% 2 $476
Intentional Wealth Strategies, LLC 0.00% — 2 $325
HFM Investment Advisors, LLC 0.00% Reduce -60.0% 2 $325
Sound Income Strategies, LLC 0.00% Reduce -66.7% 2 $320
Quaker Wealth Management, LLC 0.00% New 1 $163
Investment Research & Advisory Group, Inc. 0.00% No change 1 $163
1015 Capital Partners, LLC 0.00% Reduce -91.7% 1 $162
Napier Financial, LLC 0.00% New 1 $162

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