Broadridge Financial SolutioBR

13F holders, Q2 2026 (June 30)
1,021holders −42
100new positions
141sold out
9famous investors
$137.56avg. 13F price*

At the end of Q2 2026, 1,021 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, down 42 from Q1 2026. 100 opened new positions and 141 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Capital Management LLC ($1.0B) and Vanguard Portfolio Management LLC ($835.4M). 9 famous investors held it, including Stephen Yacktman (1.5% of Yacktman Asset Management's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions100$269.5M
Exits141$380.3M

All 13F filers, Q1 2026 → Q2 2026: 13,755,494 shares bought and 16,381,865 shares sold, net −2,626,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,021 holders

BlackRock, Inc. 0.02% Reduce -2.2% 10,762,454 $1.5B
Vanguard Capital Management LLC 0.02% Reduce -0.5% 7,554,630 $1.0B
Vanguard Portfolio Management LLC 0.04% Reduce -4.2% 6,099,941 $835.4M
State Street Corp. 0.02% Add +3.7% 5,713,387 $787.8M
Charles Schwab Investment Management Inc. 0.07% Add +9.6% 3,699,796 $506.7M
Geode Capital Management, LLC 0.02% Reduce -4.5% 3,309,239 $451.5M
Alliancebernstein L.P. 0.13% Reduce -33.6% 2,465,416 $400.6M
Morgan Stanley 0.02% Add +5.8% 2,144,060 $293.6M
Invesco Ltd. 0.02% Add +0.7% 2,031,771 $278.3M
Jupiter Topco LLC 0.11% — 1,912,032 $261.9M
Van Eck Associates Corp. 0.16% Add +11.3% 1,875,684 $256.9M
Northern Trust Corp. 0.03% Add +3.7% 1,862,049 $255.0M
Barclays PLC 0.08% Reduce -13.1% 1,823,639 $249.7M
Norges Bank 0.02% — 1,773,005 $242.8M
AQR Capital Management 0.08% Add +4.1% 1,686,647 $229.0M
Goldman Sachs Group Inc. 0.02% Reduce -3.3% 1,609,757 $220.5M
Two Sigma Investments, LP 0.16% Add +312.3% 1,495,045 $204.7M
UBS Group AG 0.03% Add +75.7% 1,445,992 $198.0M
Manufacturers Life Insurance Company, The 0.16% Add +274.0% 1,445,207 $197.9M
Stifel Financial Corp. 0.16% Add +1.0% 1,442,502 $197.6M
Qube Research & Technologies Ltd 0.20% Add +152.2% 1,313,142 $179.8M
FIL Ltd 0.11% Add +138309.5% 1,144,647 $156.8M
Wells Fargo & Company 0.02% Reduce -5.7% 1,003,473 $137.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -4.1% 990,972 $135.7M
Ameriprise Financial Inc. 0.03% Reduce -47.3% 976,633 $133.7M
Dimensional Fund Advisors LP 0.02% Reduce -3.8% 976,493 $133.7M
Millennium Management 0.09% Add +1.5% 968,428 $132.6M
Citadel Advisors 0.07% Add +291.3% 906,060 $124.1M
Yacktman Asset Management 1.49% New 878,522 $120.3M
T. Rowe Price Associates Inc. 0.01% Reduce -28.3% 852,336 $116.7M
Nordea Investment Management AB 0.09% Add +15.9% 812,172 $109.3M
Amundi 0.03% Reduce -27.1% 771,688 $105.7M
Bank of New York Mellon Corp 0.02% Reduce -6.5% 742,884 $101.7M
Legal & General Group Plc 0.02% Reduce -10.7% 724,145 $99.2M
Vinva Investment Management Ltd 0.62% Add +182.6% 681,960 $93.0M
JPMorgan Chase & Co. 0.01% Reduce -55.5% 673,443 $91.2M
Vanguard Fiduciary Trust Co. 0.02% Reduce -3.4% 649,062 $88.9M
Deutsche Bank AG 0.02% Add +9.0% 617,350 $84.5M
Victory Capital Management Inc. 0.05% Add +278.7% 605,505 $82.9M
Bank of America Corp. 0.01% Add +3.1% 586,067 $80.3M
Confluence Investment Management LLC 1.12% Reduce -2.1% 523,341 $71.7M
Corient Private Wealth LP 0.09% Add +13.7% 451,333 $62.2M
Tudor Investment Corporation 0.25% Add +188.0% 444,687 $60.9M
Envestnet Asset Management Inc. 0.01% Reduce -15.6% 434,269 $59.5M
Allianz Asset Management GmbH 0.05% Add +420.3% 424,311 $58.1M
CIBC Bancorp USA Inc. 0.07% Reduce -10.1% 411,094 $56.4M
Nomura Asset Management International Inc. 0.08% Reduce -33.4% 405,401 $55.5M
Jensen Investment Management Inc. 1.26% Reduce -55.6% 380,126 $52.1M
Bank of Nova Scotia 0.08% Add +1988.2% 378,849 $51.9M
SG Americas Securities, LLC 0.03% Add +14.0% 357,962 $49.0M
Bahl & Gaynor LLC 0.22% Reduce -53.0% 347,841 $47.6M
LPL Financial LLC 0.01% Reduce -2.4% 344,470 $47.2M
HRT Financial LP 0.09% New 342,104 $46.9M
Nuveen, LLC 0.01% Reduce -11.6% 337,695 $46.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -22.7% 330,303 $45.2M
Swiss National Bank 0.02% Reduce -3.9% 329,200 $45.1M
First Trust Advisors LP 0.03% Add +42.5% 324,135 $44.4M
Earnest Partners LLC 0.16% Add +7.4% 320,022 $43.8M
HSBC Holdings PLC 0.02% Add +24.9% 320,026 $43.7M
Schwartz Investment Counsel Inc. 1.43% Add +0.0% 315,630 $43.2M
Jane Street Group, LLC 0.03% Add +4988.8% 311,487 $42.7M
Baird Financial Group, Inc. 0.06% Reduce -8.6% 302,218 $41.4M
Voloridge Investment Management, LLC 0.17% Add +185.4% 295,742 $40.5M
Raymond James Financial Inc. 0.01% Reduce -21.0% 292,633 $40.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Reduce -70.4% 291,186 $39.9M
Captrust Financial Advisors 0.06% Reduce -26.4% 285,243 $39.1M
Man Group plc 0.07% Reduce -6.0% 263,109 $36.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +10.3% 256,151 $35.1M
Fenimore Asset Management Inc 0.72% Reduce -26.9% 254,452 $34.8M
Vanguard Global Advisers, LLC 0.02% Reduce -2.4% 249,752 $34.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.6% 248,930 $34.1M
Canada Pension Plan Investment Board 0.02% Reduce -46.0% 244,906 $33.5M
Rhumbline Advisers 0.02% Reduce -7.2% 240,323 $32.9M
KBC Group NV 0.07% Reduce -1.3% 236,096 $32.3M
Brown Brothers Harriman & Co. 0.14% Add +41.6% 234,286 $32.1M
California Public Employees Retirement System 0.02% Reduce -15.4% 231,329 $31.7M
Quantinno Capital Management LP 0.04% Add +170.5% 222,519 $30.5M
BNP Paribas Financial Markets 0.02% Reduce -9.2% 220,621 $30.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.29% Reduce -12.8% 220,545 $30.2M
Pictet Asset Management Holding SA 0.03% Add +32.8% 218,699 $30.0M
Teacher Retirement System of Texas 0.08% Add +8.4% 209,893 $28.7M
Russell Investments Group, Ltd. 0.02% Add +13.7% 202,741 $27.7M
California State Teachers Retirement System 0.02% Reduce -3.7% 194,445 $26.6M
Trexquant Investment LP 0.15% New 182,250 $25.0M
FMR LLC 0.00% Add +9.2% 175,015 $24.0M
Royal Bank of Canada 0.00% Reduce -28.1% 172,738 $23.7M
Gotham Asset Management 0.05% Add +65.9% 171,724 $23.5M
Citigroup Inc. 0.01% Add +19.3% 169,988 $23.3M
Storebrand Asset Management As 0.05% Add +75.9% 162,652 $22.3M
Caisse de depot et placement du Quebec 0.03% Add +1112.6% 157,914 $21.6M
Principal Financial Group Inc. 0.01% Add +4.7% 157,275 $21.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +34.9% 157,002 $21.5M
EP Wealth Advisors, LLC 0.08% Add +36.0% 152,268 $20.9M
GW&K Investment Management, LLC 0.16% Reduce -38.6% 151,453 $20.7M
Benjamin Edwards Inc. 0.19% Reduce -11.8% 149,110 $20.4M
Capital Fund Management S.A. 0.14% Add +168.0% 142,415 $19.5M
ASR Vermogensbeheer N.V. 0.20% Reduce -10.8% 142,092 $19.5M
Tandem Investment Advisors, Inc. 1.28% Reduce -24.4% 139,968 $19.2M
Squarepoint Ops LLC 0.04% Add +97.7% 139,172 $19.1M
Zacks Investment Management 0.13% Reduce -1.2% 137,650 $18.9M
Franklin Resources Inc. 0.00% Reduce -44.9% 134,756 $18.5M
Bank of Montreal 0.01% Add +11.9% 133,558 $18.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +16.6% 125,570 $17.2M
CANADA LIFE ASSURANCE Co 0.03% Add +11.6% 124,523 $17.0M
Aberdeen Group plc 0.02% Reduce -12.7% 124,238 $17.0M
Jump Financial, LLC 0.17% Add +59.0% 123,130 $16.9M
Natixis 0.08% Add +2.3% 123,093 $16.9M
Susquehanna International Group, LLP 0.01% Add +101.1% 122,657 $16.8M
Assetmark, Inc. 0.03% Add +54.6% 119,983 $16.4M
Fayez Sarofim & Co 0.04% Reduce -69.7% 115,362 $15.8M
Occudo Quantitative Strategies LP 0.82% Add +491.1% 113,391 $15.5M
Royal London Asset Management Ltd. 0.03% Add +0.8% 113,067 $15.5M
Eurizon Capital SGR S.p.A. 0.04% Reduce -2.7% 111,604 $15.3M
Los Angeles Capital Management LLC 0.05% Add +381.6% 107,467 $14.7M
Swedbank AB 0.01% Add +235.3% 106,992 $14.7M
Aviva PLC 0.02% Add +5.3% 106,204 $14.5M
Tidal Investments LLC 0.03% Add +98.7% 104,615 $14.3M
Panagora Asset Management Inc. 0.04% Add +873.8% 103,493 $14.2M
State Board of Administration of Florida Retirement System 0.02% Reduce -0.1% 103,103 $14.1M
Swiss Life Asset Management Ltd 0.06% Add +31.0% 102,206 $14.0M
Andra AP-fonden 0.16% Add +17.0% 101,700 $13.9M
New York State Teachers Retirement System 0.02% Reduce -6.1% 92,907 $12.7M
Adage Capital Partners Gp, L.L.C. 0.02% Add +12.0% 92,100 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -21.2% 91,706 $12.6M
Focus Partners Wealth 0.01% Reduce -33.7% 91,569 $12.6M
Distillate Capital Partners LLC 0.65% Add +3.8% 91,721 $12.6M
National Bank of Canada 0.01% Add +170.2% 88,765 $12.2M
Bath Savings Trust Co 1.25% Reduce -17.8% 88,254 $12.1M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -3.3% 87,672 $12.0M
CIBC Asset Management Inc 0.03% Add +32.0% 87,457 $12.0M
Reynders McVeigh Capital Management, LLC 0.53% New 87,447 $12.0M
EULAV Asset Management 0.38% No change 86,000 $11.8M
Geneva Capital Management LLC 0.26% Reduce -6.6% 81,346 $11.1M
APG Asset Management N.V. 0.03% Reduce -88.6% 88,714 $10.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -8.7% 76,342 $10.5M
Mackenzie Financial Corp. 0.01% Reduce -37.7% 75,418 $10.3M
Varma Mutual Pension Insurance Co 0.05% Add +48.1% 75,400 $10.3M
State of Wisconsin Investment Board 0.02% Add +12.6% 74,875 $10.3M
Voya Investment Management LLC 0.01% Add +7.3% 74,058 $10.1M
Hendershot Investments Inc. 1.32% Add +2.0% 73,692 $10.1M
LBP Am SA 0.10% Add +22.0% 73,475 $10.1M
McRae Capital Management Inc. 1.90% Add +12.5% 70,604 $9.7M
Engineers Gate Manager LP 0.12% Reduce -57.0% 70,184 $9.6M
National Pension Service 0.01% Reduce -68.3% 70,060 $9.6M
Wendell David Associates Inc. 1.01% Reduce -19.4% 70,042 $9.6M
Dearborn Partners LLC 0.54% Reduce -15.2% 69,618 $9.5M
Aware Super Pty Ltd as trustee of Aware Super 0.13% Reduce -1.5% 68,921 $9.4M
ProShare Advisors LLC 0.01% Add +20.8% 67,963 $9.3M
New York State Common Retirement Fund 0.01% Reduce -23.0% 67,662 $9.3M
Nicholas Company, Inc. 0.17% Reduce -11.7% 67,479 $9.2M
Running Oak Capital LLC 1.56% Reduce -13.6% 66,426 $9.1M
Danske Bank A/S 0.02% Add +2.6% 66,567 $9.1M
Mattern Capital Management, LLC 1.06% Add +6.0% 66,397 $9.1M
DekaBank Deutsche Girozentrale 0.02% No change 55,970 $9.1M
Novare Capital Management LLC 0.64% Add +57.9% 65,703 $9.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +785.5% 65,244 $8.9M
KLP Kapitalforvaltning As 0.03% Add +55.3% 64,300 $8.9M
Creative Planning 0.00% Add +18.9% 61,413 $8.4M
WASHINGTON TRUST Co 0.25% Reduce -0.8% 59,816 $8.2M
Vanguard Investments Australia, Ltd. 0.02% Add +1.6% 59,440 $8.1M
Y-Intercept (Hong Kong) Ltd 0.16% Add +47.6% 59,344 $8.1M
Empowered Funds, LLC 0.04% Add +22.1% 59,157 $8.1M
Asset Management One Co., Ltd. 0.02% Add +7.3% 58,535 $8.0M
Mediolanum International Funds Ltd 0.07% Add +30.8% 58,634 $7.9M
PNC Financial Services Group, Inc. 0.00% Add +3.4% 57,577 $7.9M
ICICI Prudential Asset Management Co Ltd 0.86% Add +5.1% 57,430 $7.9M
Kelly Lawrence W & Associates Inc. 1.71% Reduce -0.4% 57,355 $7.9M
Douglas Lane & Associates, LLC 0.11% Reduce -6.9% 57,085 $7.8M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +51.1% 56,906 $7.8M
Prudential Financial Inc. 0.01% Add +2.4% 56,598 $7.8M
Nykredit A/S 0.03% — 56,236 $7.7M
UNIVEST FINANCIAL Corp 0.38% Add +10.7% 56,031 $7.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.9% 55,855 $7.6M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -66.5% 53,832 $7.4M
Crossmark Global Holdings, Inc. 0.09% Reduce -2.4% 53,277 $7.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -24.4% 53,467 $7.3M
TD Asset Management Inc 0.01% Reduce -49.5% 52,961 $7.3M
Handelsbanken Fonder AB 0.02% Add +13.3% 52,586 $7.2M
Toronto Dominion Bank 0.01% Add +50.8% 52,230 $7.2M
GHP Investment Advisors, Inc. 0.26% Reduce -2.0% 50,983 $7.0M
Qsemble Capital Management, LP 0.89% Reduce -5.3% 50,954 $7.0M
Sei Investments Co. 0.01% Reduce -38.4% 50,719 $6.9M
King Luther Capital Management Corp. 0.03% Reduce -12.3% 50,491 $6.9M
Quantbot Technologies LP 0.27% Add +66.1% 50,343 $6.9M
Entropy Technologies, LP 0.27% Add +5.6% 49,780 $6.8M
Osaic Holdings, Inc. 0.01% Reduce -57.3% 49,630 $6.8M
American Money Management, LLC 0.97% Add +4.9% 49,350 $6.8M
Treasurer of the State of North Carolina 0.02% Reduce -1.5% 49,119 $6.7M
Jones Financial Companies LLLP 0.00% Add +17.1% 48,098 $6.6M
Truist Financial Corp. 0.01% Reduce -23.6% 47,343 $6.5M
STRS Ohio 0.02% Reduce -6.4% 45,644 $6.3M
Robeco Institutional Asset Management B.V. 0.01% Add +83.0% 45,285 $6.2M
First National Bank of Omaha 0.17% Reduce -21.2% 44,221 $6.1M
Addenda Capital Inc. 0.16% Reduce -35.7% 43,646 $6.0M
Southernsun Asset Management, LLC 0.80% Reduce -4.1% 43,396 $5.9M
Danica Pension, Livsforsikringsaktieselskab 0.09% Add +6.7% 43,256 $5.9M
Nomura Asset Management Co. Ltd. 0.01% Add +7.1% 42,151 $5.8M
MML Investors Services, LLC 0.01% Add +27.1% 41,694 $5.7M
Nisa Investment Advisors, LLC 0.02% Reduce -2.5% 41,239 $5.7M
Advisors Asset Management, Inc. 0.09% Reduce -17.6% 41,352 $5.7M
Northstar Group, Inc. 0.75% Add +18.5% 41,228 $5.6M
XTX Topco Ltd 0.07% Add +14.7% 40,945 $5.6M
Santa Monica Partners LP 3.01% No change 40,793 $5.6M
Pinebridge Investments LLC 0.05% Reduce -94.1% 40,610 $5.6M
Abacus FCF Advisors LLC 1.00% Add +1.6% 39,873 $5.5M
US Bancorp \de 0.01% Reduce -9.8% 39,346 $5.4M
Mariner, LLC 0.01% Reduce -38.8% 39,333 $5.4M
Schonfeld Strategic Advisors LLC 0.03% Add +320.2% 38,862 $5.3M
Crown Oak Advisors, LLC 2.44% Reduce -0.3% 38,283 $5.2M
Vision Capital Management, Inc. 0.58% Reduce -1.6% 37,279 $5.1M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -0.9% 37,047 $5.1M
Evexia Wealth LLC 1.33% Reduce -4.4% 31,281 $4.9M
Public Employees Retirement System of Ohio 0.01% Reduce -5.2% 35,809 $4.9M
Bridgewater Associates 0.02% New 35,752 $4.9M
Cetera Investment Advisers 0.00% Reduce -4.3% 35,523 $4.9M
Resona Asset Management Co.,Ltd. 0.02% Reduce -6.8% 35,592 $4.9M
Fifth Third Bancorp 0.01% Reduce -45.4% 35,248 $4.8M
State of New Jersey Common Pension Fund D 0.02% Reduce -7.6% 35,082 $4.8M
Apollon Wealth Management, LLC 0.06% Add +217.7% 34,890 $4.8M
Xponance LLC 0.03% Add +4.4% 34,714 $4.8M
Korea Investment CORP 0.01% Reduce -67.8% 34,688 $4.8M
Level Four Advisory Services, LLC 0.13% Add +3.8% 34,441 $4.7M
Hall Laurie J Trustee 1.47% Add +2546.9% 34,410 $4.7M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -25.6% 33,706 $4.6M
Arizona State Retirement System 0.02% Add +5.5% 33,473 $4.6M
O'shaughnessy Asset Management, LLC 0.02% Add +11.4% 33,435 $4.6M
Czech National Bank 0.02% Add +3.5% 32,921 $4.5M
HighTower Advisors, LLC 0.00% Reduce -7.0% 32,569 $4.5M
Numerai GP LLC 0.36% New 32,375 $4.4M
EFG International AG 0.08% Reduce -10.8% 31,773 $4.4M
Boston Trust Walden Corp 0.03% Reduce -21.2% 31,533 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -20.9% 29,250 $4.3M
American Century Companies Inc. 0.00% Reduce -77.8% 31,266 $4.3M
Elo Mutual Pension Insurance Co 0.05% Add +105.8% 31,058 $4.3M
IFM Investors Pty Ltd 0.03% Add +14.9% 30,924 $4.2M
Berger Financial Group, Inc 0.21% Reduce -2.9% 30,434 $4.2M
Pathstone Holdings, LLC 0.01% Add +23.3% 30,083 $4.1M
Westpac Banking Corp. 0.25% Reduce -2.8% 30,209 $4.1M
Motley Fool Asset Management LLC 0.16% Reduce -3.9% 30,016 $4.1M
Citizens Financial Group Inc. 0.05% Reduce -2.7% 29,735 $4.1M
DNB Asset Management AS 0.01% No change 29,711 $4.1M
State of Michigan Retirement System 0.02% Reduce -2.6% 29,660 $4.1M
Campbell & CO Investment Adviser LLC 0.21% Reduce -10.3% 29,570 $4.0M
USS Investment Management Ltd 0.02% Add +2.4% 29,519 $4.0M
Kestra Private Wealth Services, LLC 0.04% Add +1.3% 29,421 $4.0M
Rockefeller Capital Management L.P. 0.01% Reduce -9.3% 28,710 $3.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +55.8% 28,439 $3.9M
ExodusPoint Capital Management, LP 0.04% Reduce -45.9% 28,338 $3.9M
Commerce Bank 0.02% Reduce -68.5% 28,242 $3.9M
Cerity Partners LLC 0.00% Reduce -54.6% 28,030 $3.8M
Bryn Mawr Trust Advisors, LLC 0.17% Reduce -4.1% 28,001 $3.8M
D.A. Davidson & Co. 0.02% Add +1221.5% 27,541 $3.8M
Ossiam 0.05% Add +376.2% 27,415 $3.8M
BDF-Gestion 0.50% Reduce -10.1% 11,171 $3.7M
Aquatic Capital Management LLC 0.13% Add +341.3% 26,944 $3.7M
Brown Advisory Inc. 0.01% Reduce -4.7% 26,942 $3.7M
MetLife Investment Management, LLC 0.02% Reduce -17.5% 26,451 $3.6M
MAI Capital Management 0.01% Reduce -4.4% 26,276 $3.6M
FORA Capital, LLC 0.24% Add +60.7% 25,967 $3.6M
First Foundation Advisors 0.13% Add +8.9% 25,735 $3.5M
Natixis Advisors, LLC 0.00% Reduce -75.4% 25,664 $3.5M
Occidental Asset Management, LLC 0.35% Add +9.4% 25,562 $3.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -6.1% 25,546 $3.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Add +11.8% 25,500 $3.5M
Woodline Partners LP 0.01% Add +10.7% 25,306 $3.5M
Brady Family Wealth, LLC 1.00% Reduce -9.2% 25,244 $3.5M
SEB Asset Management AB 0.01% Reduce -28.5% 25,088 $3.4M
Bell Asset Management Ltd 0.91% Add +19.4% 24,789 $3.4M
&partners 0.01% Add +40.9% 24,660 $3.4M
Daiwa Securities Group Inc. 0.01% Reduce -2.1% 24,661 $3.4M
M&T Bank Corp 0.01% Reduce -1.2% 24,428 $3.3M
Retirement Systems of Alabama 0.01% Reduce -2.0% 24,297 $3.3M
Aptus Capital Advisors, LLC 0.02% Reduce -71.4% 24,021 $3.3M
Ceera Investments, LLC 1.38% New 23,694 $3.2M
AdvisorShares Investments LLC 0.39% Reduce -18.4% 23,589 $3.2M
Mercer Global Advisors Inc. 0.00% Reduce -8.8% 23,474 $3.2M
Tactive Advisors, LLC 0.79% Add +0.1% 23,372 $3.2M
Marks Group Wealth Management, Inc 0.27% Reduce -28.6% 22,956 $3.1M
Allen Capital Group, LLC 0.26% Add +7.2% 22,789 $3.1M
Hamilton Point Investment Advisors, LLC 0.44% Reduce -2.2% 22,562 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +7.5% 22,301 $3.1M
Bontempo Ohly Capital Mgmt LLC 1.30% Add +2.4% 22,250 $3.0M
Horizon Kinetics Asset Management LLC 0.03% Reduce -2.1% 21,706 $3.0M
Amalgamated Bank 0.02% Reduce -13.0% 21,406 $2.9M
Machina Capital S.A.S. 0.46% Add +101.4% 21,221 $2.9M
Credit Agricole S A 0.01% Reduce -16.1% 21,190 $2.9M
Neuberger Berman Group LLC 0.00% Add +28.4% 21,119 $2.9M
BLI - Banque de Luxembourg Investments 0.10% New 21,017 $2.9M
Tower Research Capital LLC (TRC) 0.07% Add +106.3% 20,547 $2.8M
State of Tennessee, Department of Treasury 0.01% No change 20,305 $2.8M
Freestone Grove Partners LP 0.02% New 19,988 $2.7M
Caxton Associates LLP 0.05% Reduce -11.6% 19,982 $2.7M
Advisory Services Network, LLC 0.03% Add +29.5% 19,887 $2.7M
Griffin Asset Management, Inc. 0.29% Reduce -7.3% 19,855 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +13.5% 19,836 $2.7M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 19,500 $2.7M
Macquarie Group Ltd. 0.01% Add +52.3% 19,444 $2.7M
Burney Co./ 0.07% Add +0.2% 19,160 $2.6M
Rakuten Investment Management, Inc. 0.01% Add +9.7% 19,325 $2.6M
SVB Wealth LLC 0.16% Reduce -7.5% 19,103 $2.6M
NEOS Investment Management LLC 0.01% Add +13.7% 19,059 $2.6M
Candriam S.C.A. 0.01% Add +18.5% 19,014 $2.6M
Marshall Wace, LLP 0.00% Reduce -93.1% 18,987 $2.6M
ING Groep NV 0.01% New 18,920 $2.6M
Callan Family Office, LLC 0.05% Add +10.1% 18,765 $2.6M
Public Sector Pension Investment Board 0.01% Reduce -0.6% 18,653 $2.6M
Signal Advisors Wealth, LLC 0.13% Reduce -54.6% 18,413 $2.5M
Ethic Inc. 0.03% Reduce -16.6% 18,289 $2.5M
Ensign Peak Advisors, Inc 0.00% Add +2.0% 18,118 $2.5M
Capitolis Liquid Global Markets LLC 0.01% New 18,000 $2.5M
Wilmington Savings Fund Society, FSB 0.05% Add +0.2% 17,822 $2.4M
Railway Pension Investments Ltd 0.03% No change 17,700 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.4% 17,522 $2.4M
Utah Retirement Systems 0.02% Reduce -7.5% 17,507 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.2% 17,382 $2.4M
Princeton Global Asset Management LLC 0.34% Add +1.1% 17,241 $2.4M
New York Life Investment Management LLC 0.02% Reduce -0.6% 17,224 $2.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +7.0% 17,210 $2.4M
Parsons Capital Management Inc. 0.11% Reduce -3.0% 17,033 $2.3M
Long Road Investment Counsel, LLC 0.86% No change 16,950 $2.3M
Suncoast Equity Management 0.28% Reduce -10.3% 16,530 $2.3M
Kensington Investment Counsel, LLC 0.98% Reduce -18.8% 16,442 $2.3M
Dark Forest Capital Management LP 0.14% New 16,235 $2.2M
Weiss Asset Management LP 0.04% New 16,205 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Add +3.7% 16,078 $2.2M
Ivy Lane Capital Management, LLC 3.17% New 16,000 $2.2M
Core Alternative Capital 0.66% Reduce -14.3% 15,991 $2.2M
Anchor Capital Advisors LLC 0.06% Reduce -90.7% 15,681 $2.1M
Bleakley Financial Group, LLC 0.03% Reduce -9.5% 15,519 $2.1M
Oppenheimer Asset Management Inc. 0.02% Add +8.9% 15,399 $2.1M
Cullen/Frost Bankers, Inc. 0.02% Reduce -6.6% 15,197 $2.1M
NewEdge Advisors, LLC 0.01% Add +1.2% 15,192 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -0.1% 15,062 $2.1M
Horizon Investments, LLC 0.02% Add +6.0% 14,976 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -4.4% 14,932 $2.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +13.3% 14,500 $2.0M
Middleton & Co. Inc. 0.21% Reduce -8.4% 14,360 $2.0M
HBK Sorce Advisory LLC 0.04% Reduce -3.5% 11,966 $2.0M
Paralel Advisors LLC 0.08% New 14,218 $1.9M
Oregon Public Employees Retirement Fund 0.02% Add +6.0% 14,183 $1.9M
Modern Wealth Management, LLC 0.02% Add +0.8% 13,948 $1.9M
OP Asset Management Ltd 0.02% Add +13.0% 13,889 $1.9M
Tilia Fiduciary Partners, Inc. 0.90% Add +4.9% 13,884 $1.9M
Axq Capital, LP 0.21% Add +21.9% 13,859 $1.9M
Magnetar Financial LLC 0.02% New 13,722 $1.9M
Wealthedge Investment Advisors, LLC 0.63% Add +25.2% 13,606 $1.9M
Coldstream Capital Management Inc. 0.02% Reduce -0.5% 13,403 $1.8M
Blair William & Co. 0.00% Reduce -42.7% 13,201 $1.8M
Thrivent Financial for Lutherans 0.00% Add +60.5% 13,132 $1.8M
Fiduciary Trust Co 0.02% Add +18.4% 13,029 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -24.7% 13,000 $1.8M
Summit Trail Advisors, LLC 0.02% Add +12.9% 12,986 $1.8M
Voleon Capital Management LP 0.03% Reduce -31.0% 12,979 $1.8M
Intrust Bank NA 0.13% Reduce -3.1% 12,912 $1.8M
R.m.sincerbeaux Capital Management LLC 0.94% No change 12,900 $1.8M
DAVENPORT & Co LLC 0.01% Add +9.7% 13,018 $1.8M
First National Advisers, LLC 0.25% Reduce -0.9% 12,856 $1.8M
Flputnam Investment Management Co. 0.02% Add +11.9% 12,748 $1.7M
Strengthening Families & Communities, LLC 0.38% Add +1.9% 12,566 $1.7M
Pinnacle Associates Ltd. 0.02% Add +2.7% 12,393 $1.7M
Hennessy Advisors Inc. 0.05% Reduce -2.4% 12,300 $1.7M
Havemeyer Place LP 0.16% New 12,006 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -4.0% 11,920 $1.6M
Naples Global Advisors, LLC 0.10% Add +15.6% 11,699 $1.6M
Appleton Partners Inc. 0.10% Reduce -3.5% 11,706 $1.6M
Impax Asset Management Group plc 0.01% Add +4.5% 11,620 $1.6M
Tributary Capital Management, LLC 0.13% Add +136.2% 11,376 $1.6M
QRG Capital Management, Inc. 0.01% Add +5.3% 11,303 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 11,256 $1.5M
Rafferty Asset Management, LLC 0.00% Add +47.2% 11,185 $1.5M
Two Sigma Securities, LLC 0.13% Add +23.3% 11,170 $1.5M
Baker Chad R 0.24% New 11,080 $1.5M
Siemens Fonds Invest GmbH 0.07% Add +0.3% 11,046 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -30.3% 11,030 $1.5M
Kestra Advisory Services, LLC 0.00% Reduce -2.1% 10,866 $1.5M
1832 Asset Management L.P. 0.00% Add +49.2% 10,856 $1.5M
Principal Securities, Inc. 0.02% Add +25.6% 10,844 $1.5M
Kintegral Advisory, LLC 0.12% No change 10,704 $1.5M
UniSuper Management Pty Ltd 0.01% Reduce -23.8% 10,755 $1.5M
Walleye Capital LLC 0.01% Reduce -60.5% 10,720 $1.5M
Mraz, Amerine & Associates, Inc. 0.21% Add +1.9% 10,699 $1.5M
Jain Global LLC 0.02% New 10,555 $1.4M
Prospera Financial Services Inc 0.02% Add +16.9% 10,299 $1.4M
South Dakota Investment Council 0.02% Add +114.5% 10,080 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -98.5% 10,051 $1.4M
CM Management, LLC 0.87% New 10,000 $1.4M
CVFG LLC 0.14% Reduce -34.0% 10,000 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -38.7% 9,959 $1.4M
American Trust 0.10% Add +7.2% 9,930 $1.4M
Northstar Asset Management Inc. 0.40% Reduce -44.2% 9,926 $1.4M
Simplicity Wealth,LLC 0.05% Add +24.3% 9,848 $1.3M
Roundview Capital LLC 0.07% Reduce -16.1% 9,843 $1.3M
Concurrent Investment Advisors, LLC 0.01% Reduce -27.4% 9,828 $1.3M
Wellington Management Group LLP 0.00% Add +2.6% 9,634 $1.3M
Lazard Asset Management LLC 0.00% Add +35.1% 9,592 $1.3M
Nomura Holdings Inc. 0.01% Add +138.2% 9,519 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -7.6% 9,467 $1.3M
Ninety One SA (Pty) Ltd 0.07% New 9,638 $1.3M
Alps Advisors Inc. 0.01% Add +12.2% 9,313 $1.3M
EntryPoint Capital, LLC 0.31% Add +377.3% 9,187 $1.3M
Lantz Financial LLC 0.23% Add +4.3% 9,181 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,172 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -93.1% 9,122 $1.2M
Mizuho Securities USA LLC 0.02% Add +28.3% 9,055 $1.2M
HUB Investment Partners, LLC 0.02% Add +14.4% 9,028 $1.2M
Merit Financial Group, LLC 0.01% Reduce -43.9% 9,018 $1.2M
GAMMA Investing LLC 0.05% Add +37.7% 8,990 $1.2M
Avanza Fonder AB 0.03% No change 8,940 $1.2M
Nicholson Wealth Management Group, LLC 0.72% Add +10.5% 8,888 $1.2M
Gulf International Bank (UK) Ltd 0.02% Reduce -1.0% 8,855 $1.2M
Kelleher Financial Advisors 0.17% Add +120.6% 8,835 $1.2M
Kesler, Norman & Wride, LLC 0.19% Add +7.5% 8,764 $1.2M
World Investment Advisors 0.02% Add +0.1% 7,364 $1.2M
Valley National Advisers Inc. 0.13% Add +0.5% 8,678 $1.2M
Catalyst Funds Management Pty Ltd 0.07% New 8,600 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -1.6% 8,469 $1.2M
Generali Asset Management SPA SGR 0.02% No change 8,234 $1.1M
Saudi Central Bank 0.01% Add +89.7% 8,172 $1.1M
Greenleaf Trust 0.01% Add +4.9% 8,122 $1.1M
Wimmer Associates 1, LLC 0.50% Reduce -9.8% 8,023 $1.1M
Leavell Investment Management, Inc. 0.04% Reduce -4.0% 7,936 $1.1M
Richard W. Paul & Associates, LLC 0.33% New 7,926 $1.1M
Eventide Asset Management, LLC 0.01% New 7,964 $1.1M
Atom Investors LP 0.09% Add +476.7% 7,739 $1.1M
Koshinski Asset Management, Inc. 0.06% Add +0.7% 7,730 $1.1M
Farther Finance Advisors, LLC 0.01% Reduce -11.7% 7,720 $1.1M
Ofi Invest Asset Management 0.01% Add +59.8% 7,962 $1.1M
Norinchukin Bank, The 0.01% Reduce -9.1% 7,665 $1.0M
Intech Investment Management LLC 0.01% Add +7.3% 7,646 $1.0M
Sienna Gestion 0.06% New 7,598 $1.0M
Federation des caisses Desjardins du Quebec 0.00% Add +32.3% 7,587 $1.0M
Schroder Investment Management Group 0.00% Reduce -47.5% 7,600 $1.0M
Sierra Legacy Group 0.79% Add +4.2% 7,477 $1.0M
Investment Management Corp of Ontario 0.01% Reduce -85.0% 7,476 $1.0M
Birch Hill Investment Advisors LLC 0.04% Reduce -49.8% 7,425 $1.0M
Sentry LLC 0.28% No change 7,388 $1.0M
Atria Investments, Inc 0.01% Reduce -53.2% 7,385 $1.0M
Kentucky Retirement Systems 0.03% New 7,356 $1.0M
Knollwood Investment Advisory, LLC 0.09% No change 7,343 $1.0M
Commerzbank Aktiengesellschaft 0.02% No change 7,255 $994K
Evergreen Capital Management LLC 0.02% Add +166.1% 7,192 $991K
Buttonwood Financial Advisors Inc. 0.30% Add +57.4% 7,232 $990K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -52.0% 7,231 $990K
Regions Financial Corp. 0.01% Reduce -25.8% 7,222 $989K
Janney Montgomery Scott LLC 0.00% Reduce -27.3% 7,210 $987K
First National Trust Co 0.03% No change 7,200 $986K
Whittier Trust Co. 0.01% Reduce -4.5% 6,742 $976K
Atlantic Union Bankshares Corp 0.02% Reduce -1.4% 7,091 $971K
Strong Retirement Solutions LLC 0.58% Reduce -57.9% 7,071 $968K
Boothbay Fund Management, LLC 0.02% Add +13.2% 7,043 $965K
Jacobi Capital Management LLC 0.05% Add +9.3% 7,014 $961K
Vise Technologies, Inc. 0.01% Add +80.3% 6,963 $954K
Quadrature Capital Ltd 0.01% Add +54.1% 6,935 $950K
Daiichi Life Insurance Co., Ltd. 0.02% No change 6,928 $949K
Gateway Investment Advisers LLC 0.01% Add +168.9% 6,922 $948K
Lido Advisors, LLC 0.00% Reduce -28.4% 6,838 $943K
Rwa Wealth Partners, LLC 0.01% Reduce -2.2% 6,865 $940K
Boyar Asset Management Inc. 0.54% Reduce -2.8% 6,853 $938K
Stephens Inc. 0.01% Reduce -3.0% 6,458 $938K
Metis Global Partners, LLC 0.02% Add +11.5% 6,805 $932K
Johnson Investment Counsel Inc. 0.01% Reduce -7.6% 6,785 $929K
Abn Amro Investment Solutions 0.01% Reduce -0.6% 6,750 $924K
Arax Advisory Partners 0.01% Add +204.3% 6,662 $912K
Stoneridge Investment Partners LLC 0.60% New 5,909 $910K
Meeder Advisory Services, Inc. 0.03% Add +96.7% 6,532 $895K
Allspring Global Investments Holdings, LLC 0.00% Add +7.8% 6,343 $894K
Xcelsior Advisor Partners LLC 0.12% New 6,506 $891K
Investors Research Corp 0.16% Add +1.2% 6,425 $880K
Hartford Investment Management Co. 0.03% Reduce -3.1% 6,415 $879K
Wealthfront Advisers LLC 0.00% Reduce -20.6% 6,385 $874K
BHK Investment Advisors, LLC 0.26% Add +26.5% 6,328 $867K
OMERS ADMINISTRATION Corp 0.01% Add +12.6% 6,239 $854K
Centiva Capital, LP 0.03% Add +301.6% 6,233 $854K
PFW Advisors LLC 0.25% New 6,220 $852K
Twinbeech Capital LP 0.15% Reduce -89.9% 6,211 $851K
D. E. Shaw & Co. 0.00% New 6,179 $846K
Alethea Capital Management, LLC 0.35% New 6,132 $840K
Integrated Wealth Concepts LLC 0.01% Reduce -90.9% 6,129 $839K
Bessemer Group Inc. 0.00% Reduce -13.2% 6,117 $838K
Maryland State Retirement & Pension System 0.01% Add +6.9% 6,053 $829K
LMR Partners LLP 0.01% New 6,018 $824K
SBI Okasan Asset Management Co.Ltd. 0.03% No change 6,000 $813K
Louisiana State Employees Retirement System 0.01% No change 5,900 $808K
Frec Markets, Inc. 0.07% Add +331.3% 5,887 $806K
New Mexico Educational Retirement Board 0.02% Add +9.3% 5,850 $801K
Copeland Capital Management, LLC 0.02% Reduce -16.1% 5,810 $796K
Mirabaud Asset Management Ltd 0.66% Add +75.8% 5,869 $795K
Summit Financial, LLC 0.01% Reduce -1.9% 5,742 $792K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +11.3% 5,726 $789K
HB Wealth Management, LLC 0.00% Reduce -3.8% 5,714 $783K
Tailwinds Wealth, LLC 0.46% Add +162.1% 5,633 $771K
Advocacy Wealth Management, LLC 0.03% Reduce -2.3% 5,598 $767K
United Capital Financial Advisors, LLC 0.00% Add +5.7% 5,563 $762K
Cannell & Spears LLC 0.01% Reduce -5.6% 5,557 $761K
Gsa Capital Partners LLP 0.05% Reduce -57.8% 5,547 $760K
Trueblood Wealth Management, LLC 0.26% Reduce -16.1% 5,505 $754K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.9% 5,483 $752K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -7.1% 5,461 $748K
E. Ohman J:or Asset Management AB 0.02% No change 5,450 $746K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.1% 5,437 $745K
Crawford Investment Counsel Inc. 0.01% Reduce -7.8% 5,424 $743K
Ostrum Asset Management 0.04% Add +56.6% 5,399 $739K
Orion Porfolio Solutions, LLC 0.01% Add +23.3% 5,395 $739K
Cedar Mountain Advisors, LLC 0.13% Add +0.1% 5,387 $738K
Larson Financial Group LLC 0.02% Add +37.2% 5,384 $737K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -63.9% 5,342 $734K
V-Square Quantitative Management LLC 0.07% Add +19.1% 5,345 $732K
Lee Financial Co 0.09% Reduce -38.2% 5,325 $730K
Western Wealth Management, LLC 0.02% Reduce -11.0% 5,251 $719K
Vident Advisory, LLC 0.01% Reduce -6.1% 5,250 $719K
Vanguard National Trust Co 0.04% Add +31.1% 5,245 $718K
Vestcor Inc 0.02% Reduce -21.6% 5,217 $714K
111 Capital 0.12% Add +155.9% 5,187 $710K
Union Bancaire Privee, UBP SA 0.01% Add +3.8% 5,114 $705K
Keybank National Association 0.00% Add +36.9% 5,135 $703K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -5.1% 5,129 $702K
Biltmore Family Office, LLC 0.09% Reduce -0.1% 5,077 $700K
Rothschild Investment LLC 0.03% Add +164.7% 5,095 $698K
Logan Capital Management Inc. 0.03% — 5,000 $685K
TCTC Holdings, LLC 0.02% Reduce -11.6% 4,947 $677K
Allstate Corp. 0.01% Reduce -70.1% 4,924 $674K
Brighton Jones LLC 0.01% Reduce -40.0% 4,914 $673K
Morningstar Investment Management LLC 0.04% No change 4,114 $668K
Gen-Wealth Partners Inc 0.19% Add +55.9% 4,872 $667K
Jmac Enterprises LLC 0.11% New 4,800 $657K
Oxford Asset Management LLP 0.32% Add +277.1% 4,797 $657K
Glenmede Trust Co. NA 0.00% Reduce -18.3% 4,748 $650K
Lanark Financial, Inc. 0.04% Reduce -0.4% 4,705 $644K
iSAM Funds (UK) Ltd 0.45% Reduce -4.1% 4,700 $644K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +66.2% 4,686 $642K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +9.2% 4,666 $639K
Wellington Grp LLC 0.17% Add +123.6% 4,665 $639K
First Citizens Bank & Trust Co. 0.01% Reduce -2.9% 4,627 $634K
PFG Investments, LLC 0.02% Add +0.0% 4,589 $628K
MUFG Securities EMEA plc 0.01% Reduce -4.5% 4,572 $626K
Bullock Wealth Management Group 0.27% Reduce -26.5% 4,386 $618K
Lecap Asset Management Ltd. 0.26% New 4,491 $615K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.7% 4,483 $614K
Savant Capital, LLC 0.00% Reduce -3.5% 4,396 $605K
Syon Capital LLC 0.03% Add +147.1% 4,339 $594K
Exchange Traded Concepts, LLC 0.00% Add +28.6% 4,305 $590K
Bluespring Wealth Management, LLC 0.01% Reduce -26.0% 4,296 $588K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -34.6% 4,281 $587K
Inceptionr LLC 0.14% Reduce -24.7% 4,199 $575K
Twin Capital Management Inc. 0.06% Add +0.1% 4,152 $569K
Empirical Finance, LLC 0.02% Add +3.4% 4,068 $557K
Ancora Advisors LLC 0.01% Add +358.1% 4,054 $555K
Bridgewater Advisors Inc. 0.03% Reduce -0.6% 3,594 $553K
Quadrant Capital Group LLC 0.01% Reduce -69.0% 4,002 $548K
Bank Ozk 0.16% No change 4,000 $548K
Coastal Bridge Advisors, LLC 0.03% Reduce -0.1% 3,970 $544K
Raiffeisen Bank International AG 0.01% Add +2.6% 3,977 $539K
Martingale Asset Management L P 0.01% Reduce -28.1% 3,904 $535K
Park Avenue Securities LLC 0.00% Reduce -19.2% 3,900 $534K
Welch & Forbes LLC 0.01% Reduce -0.5% 3,880 $531K
DT Investment Partners, LLC 0.04% No change 3,870 $530K
Bradley Foster & Sargent Inc. 0.01% Add +2.0% 3,749 $513K
Henshaw Capital LLC 0.02% New 3,738 $512K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.8% 3,708 $508K
Turtle Creek Wealth Advisors, LLC 0.03% Add +104.7% 3,692 $506K
Wealthspire Advisors, LLC 0.00% New 3,684 $504K
Buckhead Capital Management LLC 0.17% Add +1.4% 3,649 $500K
AlphaGrep UK Ltd 0.15% Add +9.5% 3,609 $494K
Accredited Investors Inc. 0.02% Add +0.4% 3,602 $493K
Cynosure Group, LLC 0.07% No change 3,592 $492K
SummitTX Capital, L.P. 0.01% Reduce -56.1% 3,582 $491K
Chicago Partners Investment Group LLC 0.01% Add +52.1% 3,396 $490K
CI Investments Inc. 0.00% New 3,579 $490K
Confluence Wealth Services, Inc. 0.01% New 3,539 $485K
OpenArc Corporate Advisory, LLC 0.01% Add +147.6% 3,516 $482K
Ritholtz Wealth Management 0.01% Reduce -10.9% 3,513 $481K
Mufg Securities Americas Inc. 0.02% Add +7.9% 3,484 $477K
Gallacher Capital Management LLC 0.27% Add +26.0% 3,477 $476K
Sterling Capital Management LLC 0.01% Add +210.7% 3,470 $475K
North Dakota State Investment Board 0.02% Add +2.9% 3,465 $475K
Caprock Group, LLC 0.01% Add +7.0% 3,393 $473K
Stratos Wealth Partners, LTD. 0.00% Reduce -82.0% 3,442 $471K
Silvercrest Asset Management Group LLC 0.00% Reduce -24.4% 3,415 $468K
Applied Finance Capital Management, LLC 0.03% Add +37.9% 3,406 $466K
D.B. Root & Company, LLC 0.10% Add +2.6% 3,386 $464K
East Coast Asset Management, LLC. 0.14% Reduce -24.2% 3,363 $461K
CSS LLC 0.06% New 3,350 $459K
CWS Financial Advisors, LLC 0.10% Add +1.7% 3,341 $458K
Securian Asset Management, Inc. 0.02% Reduce -3.2% 3,040 $456K
Graham Capital Management, L.P. 0.02% Reduce -0.9% 3,327 $456K
Brevan Howard Capital Management LP 0.01% Reduce -49.0% 3,281 $449K
Legacy Capital Wealth Partners, LLC 0.09% Add +8.6% 3,274 $448K
Smallwood Wealth Investment Management, LLC 0.19% Reduce -3.2% 3,254 $446K
Independent Advisor Alliance 0.01% Reduce -35.2% 3,241 $444K
Atlas Legacy Advisors, LLC 0.07% Reduce -8.7% 3,226 $442K
Choreo, LLC 0.00% Reduce -3.6% 3,166 $437K
Unique Wealth Strategies, LLC 0.16% Add +4.0% 3,194 $437K
Navera Investment Management Ltd. 0.01% Reduce -99.7% 3,184 $436K
ABLE Financial Group, LLC 0.07% Reduce -18.3% 3,167 $434K
Storgate, LLC 0.09% New 3,165 $433K
Mission Wealth Management, LP 0.01% Reduce -7.2% 3,159 $433K
Childress Capital Advisors, LLC 0.07% Add +63.0% 3,129 $429K
Paladin Partners, LLC 0.28% Add +1.0% 3,080 $422K
Mutual Advisors, LLC 0.01% Add +5.7% 3,061 $419K
TIAA Wealth Investment Management LLC 0.00% Reduce -4.0% 3,056 $419K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -0.5% 3,053 $418K
Ellevest, Inc. 0.05% Add +5.8% 3,049 $418K
Wealth Advisors of Tampa Bay, LLC 0.13% New 3,035 $416K
Wedmont Private Capital 0.01% Add +33.4% 2,815 $415K
Balyasny Asset Management L.P. 0.00% Add +73.8% 3,029 $415K
Patriot Financial Group Insurance Agency, LLC 0.04% New 2,999 $412K
Signaturefd, LLC 0.01% Add +32.9% 2,988 $409K
Kidder Stephen W 0.10% No change 2,950 $404K
Hudson Bay Capital Management LP 0.00% New 2,950 $404K
Ballentine Partners, LLC 0.00% Reduce -31.7% 2,915 $399K
Rehmann Capital Advisory Group 0.02% Add +3.0% 2,894 $397K
Simplex Trading, LLC 0.01% Add +127.5% 2,896 $397K
Praxis Investment Management Inc. 0.02% Add +10.9% 2,878 $394K
Abel Hall, LLC 0.07% New 2,867 $393K
Plato Investment Management Ltd 0.02% No change 2,879 $392K
Sequoia Financial Advisors, LLC 0.00% Reduce -35.7% 2,862 $392K
Private Trust Co. NA 0.03% Add +81.8% 2,825 $387K
Crestwood Advisors Group, LLC 0.01% Add +50.6% 2,792 $382K
Tobam 0.09% New 2,759 $378K
Impact Partnership Wealth, LLC 0.04% New 2,759 $378K
Baker Avenue Asset Management, LP 0.01% Add +16.1% 2,758 $378K
Brown Miller Wealth Management, LLC 0.09% Add +3.4% 2,751 $377K
Axxcess Wealth Management, LLC 0.01% New 2,748 $376K
Eukles Asset Management 0.15% Reduce -5.7% 2,744 $376K
Waverly Advisors, LLC 0.00% Reduce -38.6% 2,711 $371K
NorthCoast Asset Management LLC 0.01% New 2,708 $371K
Advisor OS, LLC 0.02% Add +87.2% 2,701 $370K
Sompo Asset Management Co., Ltd. 0.06% Add +25.7% 2,690 $368K
Vontobel Holding Ltd. 0.00% Reduce -4.0% 2,688 $368K
WealthTrust Axiom LLC 0.08% No change 2,681 $367K
Allworth Financial LP 0.00% Add +2.9% 2,662 $365K
Eastern Bank 0.01% Add +61.8% 2,619 $359K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -27.5% 2,598 $356K
MCF Advisors LLC 0.01% Reduce -21.3% 2,579 $355K
Advisory Alpha, LLC 0.01% Add +20.0% 2,546 $349K
Clarus Group, Inc. 0.12% Reduce -8.9% 2,532 $347K
Tema ETFs LLC 0.01% Add +60.9% 2,520 $345K
Aigen Investment Management, LP 0.09% Reduce -74.7% 2,505 $343K
Oslo Pensjonsforsikring AS 0.04% Add +19.3% 2,492 $341K
Osmosis Investment Management UK Ltd 0.02% Reduce -46.7% 2,476 $339K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -29.3% 2,467 $338K
Financial Planning Hawaii, Inc. 0.18% New 2,426 $332K
Mirabella Financial Services LLP 0.04% Add +1.9% 2,417 $331K
Optimize Financial Inc. 0.12% Reduce -0.3% 2,411 $330K
Sound Capital Solutions LLC 0.08% — 2,411 $330K
Equitable Holdings, Inc. 0.00% Reduce -70.0% 2,403 $329K
Segment Wealth Management, LLC 0.02% Reduce -2.2% 2,371 $325K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -7.3% 2,366 $324K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -43.0% 2,358 $323K
Kingswood Wealth Advisors, LLC 0.01% New 2,355 $323K
HighPoint Advisor Group LLC 0.01% New 2,355 $322K
Argent Trust Co 0.01% Reduce -0.9% 2,353 $322K
SeaBridge Investment Advisors LLC 0.05% No change 2,344 $321K
Prudential PLC 0.00% Reduce -73.7% 2,336 $320K
GWN Securities Inc. 0.05% Add +31.6% 2,330 $319K
iA Global Asset Management Inc. 0.00% Reduce -65.3% 2,312 $317K
StoneX Group Inc. 0.01% New 2,178 $316K
Second Line Capital, LLC 0.06% Reduce -85.5% 2,155 $310K
Exchange Bank 0.19% No change 2,250 $308K
Azzad Asset Management Inc. 0.03% New 2,247 $308K
Huntington National Bank 0.00% Add +23.4% 2,234 $306K
Moneco Advisors, LLC 0.02% Add +19.2% 2,231 $306K
Compound Planning, Inc. 0.01% Add +0.9% 2,229 $305K
Oppenheimer & Co. Inc. 0.00% Reduce -41.8% 2,192 $300K
Counterpoint Mutual Funds LLC 0.03% Reduce -91.6% 2,179 $298K
Composition Wealth, LLC 0.00% Reduce -9.9% 2,174 $298K
AlphaCore Capital LLC 0.01% Add +51.3% 2,165 $298K
CHICAGO TRUST Co NA 0.04% Reduce -8.3% 2,169 $297K
Elevation Point Wealth Partners, LLC 0.01% Add +7.2% 2,150 $296K
Baker Ellis Asset Management LLC 0.03% No change 2,131 $292K
Heritage Wealth Advisors 0.01% No change 2,130 $292K
Compass Ion Advisors, LLC 0.03% Reduce -2.8% 2,126 $291K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -48.7% 2,124 $291K
IFP Advisors, Inc 0.01% Add +11.8% 2,107 $289K
Premier Path Wealth Partners, LLC 0.03% Reduce -26.3% 2,077 $284K
Triangle Securities Wealth Management 0.06% Reduce -36.9% 2,064 $283K
Sowell Financial Services LLC 0.01% Reduce -5.3% 2,054 $281K
RiverFront Investment Group, LLC 0.00% New 2,054 $281K
Blueshift Asset Management, LLC 0.06% Reduce -31.6% 2,033 $278K
Zevenbergen Capital Investments LLC 0.01% Reduce -5.4% 2,030 $278K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -3.5% 2,027 $278K
CreativeOne Wealth, LLC 0.01% Reduce -22.4% 2,025 $277K
Polymer Capital Management (US) LLC 0.04% Reduce -49.5% 2,019 $277K
United Advisor Group, LLC 0.03% Reduce -43.7% 2,016 $276K
TD Private Client Wealth LLC 0.01% Reduce -6.9% 2,014 $276K
R Squared Ltd 0.14% New 2,012 $276K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +32.6% 2,011 $275K
E6 Portfolios, LLC 0.22% Reduce -2.0% 2,006 $275K
IMC-Chicago, LLC 0.00% New 2,001 $274K
Leeward Financial Partners, LLC 0.07% No change 2,000 $274K
Strategy Asset Managers LLC 0.04% Add +11.5% 1,981 $271K
Kera Capital Partners, Inc. 0.03% New 1,979 $271K
GeoWealth Management, LLC 0.01% Add +35.0% 1,970 $270K
Rockland Trust Co. 0.01% Reduce -15.3% 1,971 $270K
Caitlin John, LLC 0.15% Add +8.7% 1,955 $268K
Brookstone Capital Management 0.00% Add +1.9% 1,947 $267K
Prosperity Consulting Group, LLC 0.01% New 1,947 $267K
Groupama Asset Managment 0.00% No change 1,948 $266K
TCW Group Inc. 0.00% Add +0.1% 1,939 $266K
Dividend Assets Capital, LLC 0.05% Reduce -16.8% 1,925 $264K
Accurate Wealth Management, LLC 0.03% New 1,782 $263K
IFG Advisory, LLC 0.01% New 1,919 $263K
Wakefield Asset Management LLLP 0.06% New 1,906 $261K
Claret Asset Management Corp 0.03% New 1,893 $259K
Spire Wealth Management 0.01% Reduce -6.1% 1,876 $257K
denkapparat Operations GmbH 0.08% New 1,864 $255K
Congress Asset Management Co. 0.00% Reduce -97.6% 1,856 $254K
Guardian Wealth Management, Inc. 0.12% Reduce -13.2% 1,854 $254K
CX Institutional 0.01% Add +61.9% 1,854 $254K
Xxi Wealth, LLC 0.11% Reduce -61.4% 1,823 $250K
EverSource Wealth Advisors, LLC 0.01% Reduce -32.7% 1,821 $249K
Independence Bank of Kentucky 0.03% No change 1,820 $249K
Foundations Investment Advisors, LLC 0.00% Add +5.1% 1,814 $248K
Aberdeen Wealth Management LLC 0.12% New 1,814 $248K
Marco Investment Management LLC 0.02% No change 1,812 $248K
Randall & Associates Wealth Management 0.15% Add +6.6% 1,801 $247K
Forza Wealth Management, LLC 0.08% No change 1,800 $247K
Waterloo Capital, L.P. 0.01% Reduce -82.6% 1,796 $246K
Certuity, LLC 0.01% New 1,792 $245K
Baron Wealth Management LLC 0.06% Reduce -6.6% 1,777 $243K
McMillan Office, Inc. 0.03% No change 1,742 $239K
Redmond Asset Management, LLC 0.06% No change 1,741 $238K
Bridges Investment Management Inc. 0.00% Reduce -5.4% 1,741 $238K
Prosperity Advisers, LLC 0.17% No change 1,718 $237K
Diversified Trust Co. 0.00% Add +28.7% 1,727 $237K
Astoria Portfolio Advisors LLC. 0.04% Add +3.0% 1,718 $235K
Sax Wealth Advisors, LLC 0.01% New 1,445 $235K
Tranquilli Financial Advisor LLC 0.13% Add +37.2% 1,711 $234K
Clark Capital Management Group, Inc. 0.00% No change 1,709 $234K
Parallel Advisors, LLC 0.00% Add +23.2% 1,708 $234K
Qtron Investments LLC 0.03% Reduce -15.0% 1,704 $233K
Krilogy Financial LLC 0.01% Add +23.9% 1,704 $233K
Semanteon Capital Management, LP 1.05% New 1,702 $233K
Ifrah Financial Services, Inc. 0.06% Add +0.7% 1,702 $233K
Catalyst Financial Partners LLC 0.02% New 1,697 $232K
Burton Enright Welch 0.03% Add +0.8% 1,695 $232K
Fifth Third Wealth Advisors LLC 0.01% Reduce -13.9% 1,686 $231K
Prime Capital Investment Advisors, LLC 0.00% Reduce -54.0% 1,681 $230K
Canada Post Corp Registered Pension Plan 0.01% No change 1,680 $230K
Curi Capital, LLC 0.00% Reduce -67.5% 1,656 $230K
Snowden Capital Advisors LLC 0.01% Add +13.5% 1,663 $229K
Chancellor Financial Group WB LP 0.14% Reduce -4.5% 1,661 $227K
Mystic Asset Management, Inc. 0.05% No change 1,646 $225K
Sigma Planning Corp 0.01% New 1,636 $224K
Apella Capital, LLC 0.00% Add +2.3% 1,506 $224K
Capstone Investment Advisors, LLC 0.00% New 1,629 $223K
Fisher Asset Management 0.00% Reduce -28.4% 1,626 $223K
Arkadios Wealth Advisors 0.00% Reduce -10.5% 1,624 $222K
Lionhunter Capital Management, LLC 0.10% — 1,624 $222K
Evolve Private Wealth, LLC 0.01% Reduce -47.3% 1,600 $221K
Fragasso Financial Advisors Inc 0.01% Add +15.4% 1,608 $220K
Icon Wealth Advisors, LLC 0.01% Add +0.1% 1,607 $220K
J. Safra Sarasin Holding AG 0.00% Add +57.5% 3,198 $220K
NewEdge Wealth, LLC 0.00% Reduce -37.6% 1,606 $220K
Advyzon Investment Management, LLC 0.02% Add +3.1% 1,589 $218K
Gilbert & Cook, Inc. 0.02% Add +1.8% 1,583 $217K
Prestige Wealth Management Group LLC 0.04% No change 1,554 $214K
J.W. Cole Advisors, Inc. 0.00% Add +7.2% 1,564 $214K
Washington Trust Bank 0.01% No change 1,560 $214K
Mitchell McLeod Pugh & Williams Inc. 0.03% Reduce -10.1% 1,557 $213K
Great Lakes Advisors, LLC 0.00% Reduce -17.2% 1,557 $213K
AE Wealth Management LLC 0.00% Reduce -7.9% 1,555 $213K
SHP Wealth Management 0.01% Add +2.6% 1,546 $212K
Campion Asset Management 0.13% No change 1,544 $211K
Clark Financial Services Group Inc. 0.10% Reduce -1.9% 1,509 $207K
Stevens Capital Management LP 0.05% Reduce -44.5% 1,505 $206K
Shore Point Advisors, LLC 0.07% No change 1,504 $206K
Global Retirement Partners, LLC 0.00% — 1,501 $206K
CTC Alternative Strategies, Ltd. 0.30% New 1,500 $205K
Rasp Wealth Solutions, LLC 0.07% — 1,492 $204K
PCM Encore, LLC 0.04% Add +20.0% 1,490 $204K
Innovative Asset Advisors Group, LLC 0.09% Add +196.0% 1,486 $204K
Kennebec Savings Bank 0.16% Add +146.0% 1,476 $202K
Sound View Wealth Advisors Group, LLC 0.01% Reduce -4.6% 1,473 $202K
Ipswich Investment Management Co., Inc. 0.04% No change 1,465 $201K
Calamos Wealth Management LLC 0.01% Add +2.1% 1,465 $201K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -19.4% 1,438 $197K
CENTRAL TRUST Co 0.00% Reduce -10.4% 1,420 $194K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -9.4% 1,408 $193K
Manning & Napier Advisors LLC 0.00% Reduce -8.6% 1,386 $190K
UMB Bank, n.a. 0.00% Add +3.8% 1,357 $186K
Federated Hermes, Inc. 0.00% Reduce -88.1% 1,341 $184K
Ameritas Investment Partners, Inc. 0.00% Reduce -4.7% 1,272 $174K
Private Wealth Asset Management, LLC 0.02% Add +554.1% 1,269 $174K
Greykasell Wealth Strategies, Inc. 0.06% No change 1,205 $165K
Anchor Investment Management, LLC 0.01% Reduce -20.0% 1,200 $164K
Zions Bancorporation, National Association 0.01% Reduce -32.0% 1,184 $162K
Hamilton Capital Partners Inc. 0.00% Reduce -10.2% 1,141 $156K
Key Financial Inc 0.03% No change 1,117 $153K
Hanson & Doremus Investment Management 0.01% Reduce -6.5% 1,075 $147K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.1% 1,031 $141K
Clearstead Advisors, LLC 0.00% Add +626.8% 1,003 $137K
Caldwell Trust Co 0.01% Add +967.7% 993 $136K
Edmond DE Rothschild Holding S.A. 0.00% No change 882 $121K
Park Place Capital Corp 0.02% Reduce -91.5% 878 $120K
Smartleaf Asset Management LLC 0.00% No change 870 $118K
Washington Trust Advisors, Inc. 0.01% Reduce -38.0% 797 $109K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.6% 789 $109K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 786 $108K
Parkside Financial Bank & Trust 0.01% Add +21.5% 785 $108K
New Age Alpha Advisors, LLC 0.00% Reduce -97.8% 774 $106K
Toth Financial Advisory Corp. 0.01% No change 770 $105K
Raleigh Capital Management Inc. 0.03% Reduce -2.2% 766 $105K
TD Waterhouse Canada Inc. 0.00% Reduce -6.2% 728 $103K
Blue Trust, Inc. 0.00% Reduce -19.3% 704 $96K
Group One Trading LLC 0.00% New 700 $96K
Harbour Investments, Inc. 0.00% Add +20.4% 692 $95K
Security National Bank 0.01% Reduce -96.0% 684 $94K
Penserra Capital Management LLC 0.00% Add +2.6% 678 $92K
Beacon Investment Advisory Services, Inc. 0.00% Add +703.7% 659 $90K
Colonial Trust Co / SC 0.01% Reduce -33.7% 645 $88K
Geneos Wealth Management Inc. 0.00% Reduce -0.1% 645 $88K
Optiver Holding B.V. 0.00% New 625 $86K
Westfuller Advisors, LLC 0.03% Add +0.0% 615 $85K
MidFirst Bank 0.01% Reduce -35.6% 615 $84K
Banque Cantonale Vaudoise 0.00% No change 607 $83K
Bayban 0.06% No change 600 $82K
LFA - Lugano Financial Advisors SA 0.05% No change 594 $81K
Steigerwald, Gordon & Koch Inc. 0.01% No change 550 $75K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -25.3% 502 $75K
Versant Capital Management, Inc 0.01% Add +307.8% 526 $72K
Basecamp Wealth Advisors LLC 0.01% Reduce -6.1% 520 $71K
Board of the Pension Protection Fund 0.06% Reduce -91.7% 500 $68K
Broadwater Capital Management LLC 0.05% No change 500 $68K
Cape Investment Advisory, Inc. 0.02% New 497 $68K
Covestor Ltd 0.04% Add +55.5% 496 $68K
Mather Group, Llc. 0.00% Reduce -78.7% 494 $68K
Chilton Capital Management LLC 0.00% No change 482 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 478 $65K
Cassaday & Co Wealth Management LLC 0.00% Reduce -0.4% 478 $65K
Cary Street Partners Financial LLC 0.00% Reduce -6.3% 460 $63K
Trust Co. of Toledo NA 0.01% Reduce -0.2% 450 $62K
Corient IA LP 0.06% No change 440 $60K
Acadian Asset Management LLC 0.00% No change 438 $59K
AdvisorNet Financial, Inc 0.00% Add +1.9% 428 $59K
Armstrong Advisory Group, Inc. 0.00% No change 414 $57K
Ninety One North America, Inc. 0.00% Reduce -47.4% 405 $55K
City State Bank 0.01% No change 402 $55K
Clearstead Trust, LLC 0.01% Reduce -11.2% 395 $54K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.5% 392 $54K
Trust Co. of Vermont 0.00% — 386 $53K
Quent Capital, LLC 0.00% Reduce -27.1% 381 $52K
TFC Financial Management, Inc. 0.01% Add +9300.0% 376 $51K
Global X Japan Co., Ltd. 0.00% Add +16.4% 376 $51K
St Germain D J Co. Inc. 0.00% Reduce -7.2% 374 $51K
SouthState Bank Corp 0.00% Reduce -0.8% 364 $50K
Pinnacle Bancorp, Inc. 0.01% No change 354 $48K
Continuum Advisory, LLC 0.00% New 344 $47K
MV Capital Management, Inc. 0.00% Reduce -2.9% 337 $46K
SBI Securities Co., Ltd. 0.00% Add +1.6% 328 $45K
Bruce G. Allen Investments, LLC 0.03% Add +22.4% 317 $43K
CYBER HORNET ETFs LLC 0.02% Reduce -1.6% 317 $43K
HM Payson & Co. 0.00% No change 310 $42K
True Wealth Design, LLC 0.01% Reduce -17.6% 309 $42K
Aster Capital Management (DIFC) Ltd 0.01% New 305 $42K
Montag A & Associates Inc. 0.00% No change 300 $41K
Crewe Advisors LLC 0.00% Add +151.7% 302 $41K
Kentucky Trust Co 0.02% No change 300 $41K
Compass Financial Management LLC 0.01% — 290 $41K
Roble, Belko & Company, Inc 0.00% No change 295 $40K
Leonteq Securities AG 0.00% Reduce -53.7% 285 $39K
Front Row Advisors LLC 0.01% No change 225 $38K
Cromwell Holdings LLC 0.02% Reduce -25.9% 272 $38K
Financial Network Wealth Advisors LLC 0.04% Reduce -30.3% 272 $37K
REAP Financial Group, LLC 0.01% Add +1.1% 268 $37K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 263 $36K
Owl Creek Wealth Partners LLC 0.01% Add +3.3% 250 $34K
Bangor Savings Bank 0.00% No change 250 $34K
Asset Dedication, LLC 0.00% Reduce -2.4% 247 $34K
Plante Moran Financial Advisors, LLC 0.00% No change 236 $32K
NorthAvenue LLC 0.02% No change 229 $31K
Bokf, NA 0.00% Add +18.1% 228 $31K
Bogart Wealth, LLC 0.00% Add +65.0% 226 $31K
Evolution Wealth Management Inc. 0.02% No change 220 $30K
Piscataqua Savings Bank 0.02% No change 215 $29K
Bell Investment Advisors, Inc 0.00% Add +153.6% 213 $29K
Webster Bank, N. A. 0.00% Reduce -21.3% 203 $28K
CoreCap Advisors, LLC 0.00% Add +31.8% 203 $28K
Markowski Investments 0.01% — 198 $27K
Lodestone Wealth Management LLC 0.01% Reduce -5.4% 194 $27K
Security National Bank of So Dak 0.01% New 193 $26K
Measured Wealth Private Client Group, LLC 0.01% Reduce -45.5% 193 $26K
Alpine Bank Wealth Management 0.00% New 188 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 175 $24K
Horizon Financial Services, LLC 0.01% Add +304.6% 174 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -20.7% 172 $24K
Boreal Capital Management LLC 0.02% No change 170 $23K
CVA Family Office, LLC 0.00% Reduce -32.3% 170 $23K
Smithfield Trust Co 0.00% No change 170 $23K
LRI Investments, LLC 0.00% Add +943.8% 167 $23K
Activest Wealth Management 0.00% Add +70.8% 164 $22K
Essential Partners LLC 0.01% Reduce -64.9% 163 $22K
Harbor Investment Advisory, LLC 0.00% No change 161 $22K
LifeSteps Financial, Inc. 0.01% New 155 $21K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 155 $21K
Manchester Capital Management LLC 0.00% Add +43.9% 154 $21K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -1.9% 154 $21K
Salem Investment Counselors Inc. 0.00% No change 150 $21K
Osterweis Capital Management Inc. 0.00% Reduce -28.1% 143 $20K
NBH Bank 0.01% — 138 $19K
Hillsdale Investment Management Inc. 0.00% New 130 $18K
Silver Grove Financial Group, Inc. 0.01% Add +4133.3% 127 $17K
Minot DeBlois Advisors LLC 0.01% No change 125 $17K
Valued Wealth Advisors LLC 0.01% No change 117 $16K
WPG Advisers, LLC 0.01% Reduce -31.1% 113 $15K
Oakworth Capital, Inc. 0.00% No change 109 $15K
Mascoma Wealth Management LLC 0.00% No change 111 $15K
Salomon & Ludwin, LLC 0.00% No change 107 $15K
Fortitude Family Office, LLC 0.00% Reduce -32.5% 106 $15K
Meramec Financial Planners, LLC 0.01% No change 94 $14K
JFS Wealth Advisors, LLC 0.00% Reduce -20.8% 103 $14K
Keating Financial Advisory Services, Inc. 0.00% Add +13.5% 101 $14K
Wolff Wiese Magana LLC 0.01% Reduce -4.8% 100 $14K
Richardson Capital Management LLC 0.01% No change 100 $14K
Stance Capital LLC 0.00% New 100 $14K
Flagship Wealth Advisors, LLC 0.00% No change 100 $14K
Asset Planning,Inc 0.01% No change 99 $14K
Lloyd Advisory Services, LLC. 0.01% Add +188.2% 98 $13K
Wealth Enhancement Trust Services, Inc. 0.00% Add +790.9% 98 $13K
Transamerica Financial Advisors, LLC 0.00% No change 96 $13K
Cornerstone Planning Group LLC 0.00% Reduce -17.3% 91 $13K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 96 $13K
Fulcrum Asset Management LLP 0.00% New 92 $12K
Private Wealth Management Group, LLC 0.00% Reduce -20.2% 91 $12K
Leo H. Evart, Inc. 0.01% No change 90 $12K
Gill Capital Partners, LLC 0.00% No change 88 $12K
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.9% 88 $12K
Capital Analysts, LLC 0.00% No change 88 $12K
Meeder Asset Management Inc. 0.00% Add +66.7% 85 $12K
SJS Investment Consulting Inc. 0.00% Reduce -76.9% 83 $11K
Farmers & Merchants Investments Inc. 0.00% No change 82 $11K
S&T Bank 0.00% Add +11.0% 81 $11K
TOWER TRUST & INVESTMENT Co 0.01% No change 78 $11K
Institute for Wealth Management, LLC. 0.00% New 75 $10K
Truvestments Capital LLC 0.00% Reduce -65.9% 73 $10K
Graney & King, LLC 0.00% No change 70 $10K
North Star Investment Management Corp. 0.00% Add +66.7% 70 $10K
First Horizon Corp. 0.00% Reduce -37.3% 69 $9K
Highline Wealth Partners LLC 0.00% Add +346.7% 67 $9K
MTM Investment Management, LLC 0.00% No change 66 $9K
Aventura Private Wealth, LLC 0.00% No change 61 $8K
Quarry LP 0.00% Reduce -92.6% 60 $8K
Coston, McIsaac & Partners 0.00% No change 64 $8K
Avion Wealth 0.00% Add +84.4% 59 $8K
Rossby Financial, LCC 0.00% Reduce -6.6% 57 $8K
Bare Financial Services, Inc 0.00% Add +500.0% 54 $7K
Cornerstone Financial Management LLC 0.01% Add +341.7% 53 $7K
Fortis Group Advisors, LLC 0.00% No change 53 $7K
Valley Wealth Managers, Inc. 0.00% No change 52 $7K
Burnham & Co LLC 0.01% — 50 $7K
West Branch Capital LLC 0.00% No change 50 $7K
Fiduciary Financial Advisors 0.00% New 51 $7K
Elevation Wealth Partners, LLC 0.00% Reduce -57.8% 49 $7K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% No change 46 $6K
Rational Advisors, Inc. 0.00% Add +17.9% 46 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 45 $6K
Advocate Investing Services LLC 0.00% No change 41 $6K
Strive Financial Group ,LLC 0.00% No change 40 $5K
Frazier Financial Advisors, LLC 0.00% No change 38 $5K
Addison Advisors LLC 0.00% Add +157.1% 36 $5K
CBIZ Investment Advisory Services, LLC 0.00% No change 29 $5K
Kingdom Financial Group LLC. 0.00% No change 34 $5K
Kilter Group LLC 0.00% Add +52.4% 32 $4K
Ares Financial Consulting, LLC 0.00% Reduce -58.4% 32 $4K
First Command Advisory Services, Inc. 0.00% Reduce -91.9% 30 $4K
Strategic Investment Solutions, Inc. 0.00% No change 30 $4K
Elevated Capital Advisors, LLC 0.00% Reduce -20.6% 27 $4K
Summit Securities Group LLC 0.00% Add +42.1% 27 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 25 $3K
JPL Wealth Management, LLC 0.00% Reduce -44.4% 25 $3K
Rialto Wealth Management, LLC 0.00% Add +60.0% 24 $3K
Sunrise Financial Services, LLC 0.00% No change 23 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 20 $3K
NFSG Corp 0.00% No change 20 $3K
Seneschal Advisors, LLC 0.00% No change 18 $2K
Raffa Wealth Management, LLC 0.00% Reduce -21.7% 18 $2K
Gables Capital Management Inc. 0.00% No change 17 $2K
Sachetta, LLC 0.00% Add +128.6% 16 $2K
Planning Strategies Inc. 0.00% — 16 $2K
Johnson Financial Group, Inc. 0.00% No change 14 $2K
J.Safra Asset Management Corp 0.00% New 14 $2K
Physician Wealth Advisors, Inc. 0.00% Add +50.0% 12 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 11 $2K
Godsey & Gibb, Inc. 0.00% New 11 $2K
Burk Holdings LLC 0.00% No change 11 $2K
Solstein Capital, LLC 0.00% Reduce -87.9% 11 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -23.1% 10 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 10 $1K
Financial Management Professionals, Inc. 0.00% Reduce -40.0% 9 $1K
Creative Capital Management Investments LLC 0.00% New 9 $1K
Basepoint Wealth LLC 0.00% No change 8 $1K
Corsicana & Co. 0.00% No change 8 $1K
Davis Capital Management 0.00% New 7 $959
Triumph Capital Management 0.00% Reduce -86.3% 7 $959
Westside Investment Management, Inc. 0.00% No change 7 $959
Dunhill Financial, LLC 0.00% Add +200.0% 6 $837
Nvwm, LLC 0.00% No change 6 $822
Quaker Wealth Management, LLC 0.00% Add +500.0% 6 $822
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $685
Grove Bank & Trust 0.00% Reduce -66.7% 5 $685
Abound Wealth Management 0.00% Reduce -72.2% 5 $685
Allied Private Wealth LLC 0.00% — 4 $595
Hughes Financial Services, LLC 0.00% Reduce -42.9% 4 $548
Creative Financial Designs Inc. 0.00% New 4 $548
BOK Financial Private Wealth, Inc. 0.00% New 3 $414
Bay Harbor Wealth Management, LLC 0.00% Reduce -50.0% 3 $411
Tidemark, LLC 0.00% New 3 $411
Breakwater Investment Management 0.00% No change 3 $411
Motco 0.00% New 3 $411
DecisionPoint Financial, LLC 0.00% Reduce -33.3% 2 $282
Clark Wealth Partners 0.00% Reduce -75.0% 2 $274
American Capital Advisory, LLC 0.00% Reduce -50.0% 2 $274
Signature Equity Partners, LLC 0.00% Reduce -33.3% 2 $274
Provenance Wealth Advisors, LLC 0.00% New 2 $274
Investment Research & Advisory Group, Inc. 0.00% No change 1 $138
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% Reduce -96.9% 1 $137
Maryland Capital Advisors Inc. 0.00% — 1 $137
Trifecta Capital Advisors, LLC 0.00% New 1 $137
Rakuten Securities, Inc. 0.00% Reduce -88.9% 1 $137
Mosley Wealth Management 0.00% New 1 $137
Evolution Advisers, Inc. 0.00% New 1 $0

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