Brown & BrownBRO

13F holders, Q2 2024 (June 30)
757holders +42
89new positions
49sold out
6famous investors
$89.33avg. 13F price*

At the end of Q2 2024, 757 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 42 from Q1 2024. 89 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock Inc. ($1.5B) and Select Equity Group, L.P. ($1.2B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Brown & Brown Inc.
Sector
Finance
CUSIP
115236101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 715Q1 2024Q2 2024: 757Q2 2024Q3 2024: 820Q3 2024Q4 2024: 873Q4 2024Q1 2025: 910Q1 2025Q2 2025: 930Q2 2025Q3 2025: 896Q3 2025Q4 2025: 890Q4 2025Q1 2026: 816Q1 2026Q2 2026: 809Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions89$151.7M
Exits49$108.5M

All 13F filers, Q1 2024 → Q2 2024: 12,984,760 shares bought and 10,070,054 shares sold, net +2,914,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 757 holders

Vanguard Group Inc. 0.05% Add +1.2% 28,695,553 $2.6B
BlackRock Inc. 0.03% Add +0.4% 16,671,722 $1.5B
Select Equity Group, L.P. 4.66% Reduce -3.5% 13,133,796 $1.2B
Principal Financial Group Inc. 0.68% Add +0.7% 12,804,979 $1.1B
State Street Corp. 0.04% Add +0.3% 10,862,778 $971.2M
Morgan Stanley 0.06% Add +0.2% 8,883,452 $794.3M
Geode Capital Management, LLC 0.05% Add +3.4% 5,988,633 $534.1M
Goldman Sachs Group Inc. 0.07% Add +14.2% 4,018,407 $359.3M
Allspring Global Investments Holdings, LLC 0.57% Reduce -15.0% 3,887,245 $347.6M
Manufacturers Life Insurance Company, The 0.29% Add +24.6% 3,489,305 $312.0M
Norges Bank 0.04% Add +9.7% 3,345,422 $299.1M
Wells Fargo & Company 0.08% Reduce -0.7% 3,317,357 $296.6M
First Eagle Investment Management, LLC 0.63% Reduce -0.2% 3,102,450 $277.4M
APG Asset Management N.V. 0.43% Reduce -3.6% 2,910,542 $242.8M
Invesco Ltd. 0.05% Reduce -4.3% 2,581,866 $230.8M
Royal Bank of Canada 0.05% Add +11.0% 2,458,173 $219.8M
Fenimore Asset Management Inc 4.73% Add +0.2% 2,413,035 $215.7M
Storebrand Asset Management As 0.66% Reduce -0.1% 2,214,224 $198.0M
ProShare Advisors LLC 0.53% Reduce -2.5% 2,194,639 $196.2M
Northern Trust Corp. 0.03% Add +1.3% 2,173,708 $194.4M
Barclays PLC 0.09% Add +147.5% 2,094,602 $187.3M
Bank of America Corp. 0.02% Add +3.3% 2,070,341 $185.1M
Royal London Asset Management Ltd. 0.47% Add +105.1% 2,068,333 $184.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +24.4% 1,742,279 $155.8M
Madison Asset Management, LLC 1.85% Add +8.6% 1,667,506 $149.1M
Clarkston Capital Partners, LLC 2.71% Reduce -39.3% 1,588,285 $142.0M
Dimensional Fund Advisors LP 0.04% Add +8.0% 1,553,396 $138.9M
Kayne Anderson Rudnick Investment Management LLC 0.33% Add +7.0% 1,508,123 $134.8M
CIBC Private Wealth Group LLC 0.24% Add +1.7% 1,415,763 $128.2M
Capital World Investors 0.02% Add +0.9% 1,425,880 $127.5M
Bank of New York Mellon Corp 0.02% Reduce -7.8% 1,414,863 $126.5M
Congress Asset Management Co. 0.88% Reduce -1.5% 1,377,185 $123.1M
TrinityBridge Ltd 4.06% Add +0.1% 1,334,103 $119.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.4% 1,297,720 $116.0M
JPMorgan Chase & Co. 0.01% Add +10.9% 1,189,521 $106.4M
Legal & General Group Plc 0.03% Add +3.2% 1,177,186 $105.3M
California Public Employees Retirement System 0.08% Reduce -19.8% 1,155,471 $103.3M
Deutsche Bank AG 0.05% Add +30.9% 1,126,151 $100.7M
Liontrust Investment Partners LLP 1.24% Reduce -24.8% 974,867 $87.2M
FMR LLC 0.00% Reduce -10.2% 779,179 $69.7M
FIL Ltd 0.07% Add +166.2% 772,388 $69.1M
Envestnet Asset Management Inc. 0.02% Add +35.6% 738,941 $66.1M
Natixis Advisors, LLC 0.14% Add +124.0% 733,668 $65.6M
Chilton Investment Co. Inc. 1.84% Add +247.9% 729,389 $65.2M
Swiss National Bank 0.04% Reduce -0.7% 719,200 $64.3M
Tandem Investment Advisors, Inc. 2.46% Reduce -0.5% 691,316 $61.8M
Robeco Institutional Asset Management B.V. 0.13% Reduce -6.1% 656,116 $58.7M
UBS Group AG 0.02% Reduce -4.9% 647,124 $57.9M
Boston Financial Mangement LLC 1.78% Reduce -0.7% 626,703 $56.0M
T. Rowe Price Associates Inc. 0.01% Add +57.5% 619,589 $55.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -7.6% 580,124 $51.9M
Confluence Investment Management LLC 0.71% Reduce -2.5% 552,705 $49.4M
Point72 Asset Management 0.16% Reduce -25.6% 540,534 $48.3M
Rhumbline Advisers 0.05% Reduce -0.1% 537,074 $48.0M
Nuveen Asset Management, LLC 0.01% Reduce -29.6% 536,603 $48.0M
Allianz Asset Management GmbH 0.08% Reduce -50.7% 536,426 $48.0M
Vest Financial, LLC 1.14% Add +13.0% 531,435 $47.5M
Schwartz Investment Counsel Inc. 1.72% No change 519,150 $46.4M
Ameriprise Financial Inc. 0.01% Add +58.7% 505,115 $45.2M
Vancity Investment Management Ltd 2.78% Add +119.6% 489,460 $43.8M
Assenagon Asset Management S.A. 0.11% Add +162.3% 488,483 $43.7M
Dundas Partners LLP 3.32% Add +0.9% 479,205 $42.8M
Nomura Asset Management Co. Ltd. 0.15% Add +4.9% 476,088 $42.6M
Truist Financial Corp. 0.06% Add +392.4% 472,953 $42.3M
Brown Brothers Harriman & Co. 0.31% Add +19.1% 464,911 $41.6M
HSBC Holdings PLC 0.03% Add +4.1% 462,848 $41.5M
Cresset Asset Management, LLC 0.18% Add +1.9% 463,248 $41.4M
Raymond James & Associates 0.03% Reduce -6.1% 459,662 $41.1M
Intech Investment Management LLC 0.48% Add +0.7% 435,392 $38.9M
Snyder Capital Management L P 0.86% Reduce -1.8% 429,000 $38.4M
TimesSquare Capital Management, LLC 0.59% Reduce -1.4% 419,192 $37.5M
Cookson Peirce & Co. Inc. 1.78% Add +16.0% 414,034 $37.0M
Corient Private Wealth LP 0.06% Add +32.3% 408,192 $36.5M
Polar Capital Holdings Plc 0.21% Add +14.3% 400,000 $35.8M
Osterweis Capital Management Inc. 2.23% Reduce -14.1% 381,051 $34.1M
Bank of Montreal 0.01% Reduce -47.8% 366,771 $33.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +7.0% 376,988 $33.7M
BNP Paribas Financial Markets 0.04% Add +68.5% 374,156 $33.5M
California State Teachers Retirement System 0.04% Reduce -6.1% 365,672 $32.7M
Stifel Financial Corp. 0.04% Add +7.6% 365,628 $32.7M
National Pension Service 0.04% Reduce -2.7% 357,743 $32.0M
Motley Fool Wealth Management, LLC 1.57% Add +2.2% 344,484 $30.8M
First Trust Advisors LP 0.03% Add +132.8% 337,026 $30.1M
New York State Common Retirement Fund 0.04% Add +0.7% 336,315 $30.1M
PhiloSmith Capital Corp 8.19% No change 325,450 $29.1M
Janney Montgomery Scott LLC 0.09% Add +94.2% 325,084 $29.1M
Ferguson Wellman Capital Management, Inc. 0.56% Reduce -5.7% 306,203 $27.4M
Sei Investments Co. 0.04% Add +3.0% 284,494 $25.4M
Prospector Partners LLC 3.00% Add +0.6% 283,557 $25.4M
Citigroup Inc. 0.02% Reduce -19.5% 271,157 $24.2M
Danske Bank A/S 0.09% Add +21.4% 267,295 $23.9M
State Board of Administration of Florida Retirement System 0.05% Reduce -2.5% 260,537 $23.3M
Woodline Partners LP 0.22% New 259,029 $23.2M
Alliancebernstein L.P. 0.01% Reduce -3.5% 256,192 $22.9M
Natixis 0.14% Add +311.5% 255,289 $22.8M
Amundi 0.01% Reduce -32.5% 253,241 $22.8M
Victory Capital Management Inc. 0.02% Add +9.0% 252,939 $22.6M
TD Asset Management Inc 0.02% Add +13.0% 251,552 $22.5M
Los Angeles Capital Management LLC 0.08% Reduce -54.5% 238,545 $21.3M
Pictet Asset Management Holding SA 0.02% Add +21.9% 237,868 $21.3M
Summit Wealth Partners, LLC 4.39% Reduce -3.4% 236,700 $21.2M
DekaBank Deutsche Girozentrale 0.04% Reduce -7.4% 233,140 $21.0M
Port Capital LLC 1.04% New 231,368 $20.7M
New York State Teachers Retirement System 0.04% Reduce -4.5% 226,860 $20.3M
D. E. Shaw & Co. 0.03% Reduce -11.0% 223,378 $20.0M
1832 Asset Management L.P. 0.04% Reduce -10.3% 217,470 $19.4M
Kennedy Capital Management LLC 0.41% Reduce -3.9% 213,007 $19.0M
State of Wisconsin Investment Board 0.05% Add +8.5% 196,112 $17.5M
Renaissance Technologies 0.03% New 192,826 $17.2M
Candriam S.C.A. 0.11% Reduce -0.4% 192,135 $17.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -17.4% 189,843 $17.0M
Baird Financial Group, Inc. 0.03% Add +0.7% 188,143 $16.8M
Scout Investments, Inc. 0.45% Reduce -8.4% 187,831 $16.8M
Acadian Asset Management LLC 0.05% Add +36.2% 185,489 $16.6M
Zurich Insurance Group Ltd 0.14% New 180,586 $16.1M
Russell Investments Group, Ltd. 0.03% Reduce -32.7% 177,516 $15.9M
Whittier Trust Co. 0.22% Add +4.1% 174,466 $15.6M
Voya Investment Management LLC 0.02% Add +2.9% 173,507 $15.5M
Gotham Asset Management 0.20% Add +22.8% 168,756 $15.1M
CANADA LIFE ASSURANCE Co 0.03% Add +8.1% 164,621 $14.7M
Gillson Capital LP 1.42% Reduce -59.0% 164,338 $14.7M
Bar Harbor Wealth Management 0.96% Reduce -1.0% 161,953 $14.5M
LPL Financial LLC 0.01% Add +2.4% 161,146 $14.4M
Thrivent Financial for Lutherans 0.03% Reduce -1.6% 158,923 $14.2M
Prudential Financial Inc. 0.02% Reduce -18.8% 150,554 $13.5M
Cooper Investors PTY Ltd. 1.99% No change 146,681 $13.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.06% Reduce -4.7% 143,721 $12.9M
Wilson Asset Management (international) PTY Ltd. 3.36% New 143,443 $12.8M
CW Advisors, LLC 0.20% Add +3.8% 142,228 $12.7M
Sanctuary Advisors, LLC 0.09% — 154,764 $12.6M
Wellington Management Group LLP 0.00% Reduce -10.1% 139,925 $12.5M
OMERS ADMINISTRATION Corp 0.12% Add +6.4% 139,480 $12.5M
Motley Fool Asset Management LLC 0.82% Reduce -4.0% 138,865 $12.4M
Ensign Peak Advisors, Inc 0.02% Add +0.9% 137,349 $12.3M
Running Oak Capital LLC 1.90% Reduce -1.6% 136,739 $12.2M
Credit Agricole S A 0.07% Reduce -5.5% 136,228 $12.2M
Yousif Capital Management, LLC 0.13% Reduce -2.8% 131,750 $11.8M
Mattern Capital Management, LLC 1.61% Reduce -0.9% 130,509 $11.7M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.2% 129,245 $11.6M
Lountzis Asset Management, LLC 5.27% Reduce -0.8% 126,018 $11.3M
Man Group plc 0.03% Reduce -66.3% 124,869 $11.2M
BCM Advisors, LLC 2.60% Add +0.0% 108,940 $11.0M
Commonwealth Equity Services, LLC 0.02% Add +1.2% 121,990 $10.9M
UMB Bank, n.a. 0.17% Reduce -4.4% 117,687 $10.5M
Toronto Dominion Bank 0.02% Reduce -30.8% 116,113 $10.4M
Speece Thorson Capital Group Inc. 2.09% Reduce -16.8% 114,204 $10.2M
Vaughan David Investments LLC 0.26% No change 113,372 $10.1M
Heron Bay Capital Management 2.11% Add +0.3% 110,599 $9.9M
Quantum Capital Management, LLC / NJ 1.11% Reduce -2.5% 110,027 $9.8M
Hantz Financial Services, Inc. 0.19% Add +0.5% 107,857 $9.6M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +61.5% 105,000 $9.4M
Millennium Management 0.01% Reduce -73.0% 104,961 $9.4M
Treasurer of the State of North Carolina 0.04% Reduce -4.5% 103,941 $9.3M
WealthPlan Investment Management, LLC 1.40% Reduce -2.1% 103,615 $9.3M
Neuberger Berman Group LLC 0.01% Reduce -4.1% 103,067 $9.2M
State of Tennessee, Department of Treasury 0.03% Reduce -10.9% 102,905 $9.2M
Teacher Retirement System of Texas 0.05% Reduce -66.9% 101,776 $9.1M
Resona Asset Management Co.,Ltd. 0.05% Add +6.7% 100,501 $9.0M
Boston Trust Walden Corp 0.07% Add +0.3% 100,558 $9.0M
Marks Group Wealth Management, Inc 0.94% Reduce -7.9% 99,929 $8.9M
ArrowMark Colorado Holdings LLC 0.11% Reduce -13.3% 99,235 $8.9M
Benjamin F. Edwards & Company, Inc. 0.16% Add +1.6% 98,821 $8.8M
Public Employees Retirement System of Ohio 0.03% Reduce -2.5% 97,308 $8.7M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -2.8% 95,100 $8.5M
Asset Management One Co., Ltd. 0.03% Reduce -2.0% 92,491 $8.3M
Comerica Bank 0.03% Reduce -28.1% 90,622 $8.1M
Pictet North America Advisors SA 0.86% New 88,728 $7.9M
Jane Street Group, LLC 0.01% Add +123.7% 88,658 $7.9M
Aberdeen Group plc 0.02% Reduce -18.6% 88,453 $7.9M
Franklin Resources Inc. 0.00% Add +70.7% 87,592 $7.8M
State of New Jersey Common Pension Fund D 0.03% Reduce -36.9% 84,370 $7.5M
Rafferty Asset Management, LLC 0.03% Add +0.2% 83,277 $7.4M
AXA S.A. 0.02% Reduce -13.8% 82,100 $7.3M
Guggenheim Capital LLC 0.05% Add +25.2% 80,608 $7.2M
Caisse de depot et placement du Quebec 0.02% Add +0.0% 78,880 $7.1M
Spring Capital Management, LLC 5.43% Add +8.9% 100,012 $6.9M
Whittier Trust Co. of Nevada Inc. 0.19% Add +3.8% 75,555 $6.8M
Mizuho Markets Americas LLC 0.18% Reduce -41.5% 74,919 $6.7M
Townsquare Capital LLC 0.09% Add +36.5% 74,760 $6.7M
HighTower Advisors, LLC 0.01% Add +34.6% 73,605 $6.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.07% — 73,043 $6.5M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -86.4% 72,100 $6.4M
Mackenzie Financial Corp. 0.01% Add +85.7% 69,812 $6.2M
Forte Capital LLC 0.74% Add +1.3% 68,964 $6.2M
Nisa Investment Advisors, LLC 0.04% Add +0.0% 68,246 $6.1M
MetLife Investment Management, LLC 0.04% Add +15.1% 68,055 $6.1M
Federated Hermes, Inc. 0.01% Add +0.0% 68,030 $6.1M
Arizona State Retirement System 0.04% Add +0.3% 66,732 $6.0M
Korea Investment CORP 0.01% Reduce -36.4% 66,612 $6.0M
Southeast Asset Advisors, LLC 0.71% Reduce -0.9% 65,738 $5.9M
National Bank of Canada 0.01% Add +24.8% 65,105 $5.8M
State of Michigan Retirement System 0.03% Add +0.1% 64,851 $5.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +40.3% 64,323 $5.8M
Qube Research & Technologies Ltd 0.01% Reduce -77.5% 63,859 $5.7M
Andra AP-fonden 0.10% Reduce -27.9% 63,800 $5.7M
Corebridge Financial, Inc. 0.03% — 63,336 $5.7M
Osaic Holdings, Inc. 0.01% Add +50.4% 62,035 $5.5M
WCM Investment Management, LLC 0.01% Add +0.1% 60,743 $5.5M
Susquehanna International Group, LLP 0.01% Add +5.9% 61,131 $5.5M
Leavell Investment Management, Inc. 0.29% Add +3.4% 59,131 $5.3M
Canada Pension Plan Investment Board 0.01% Reduce -9.2% 58,702 $5.2M
WealthPLAN Partners, LLC 0.56% Reduce -2.8% 58,537 $5.2M
First National Bank of Omaha 0.34% Add +28.2% 58,187 $5.2M
Mariner, LLC 0.01% Add +3.0% 56,980 $5.1M
Ibex Wealth Advisors 0.78% New 56,065 $5.0M
IFM Investors Pty Ltd 0.05% No change 54,226 $4.8M
Aviva PLC 0.01% Reduce -25.0% 53,244 $4.8M
Retirement Systems of Alabama 0.02% Add +0.2% 52,227 $4.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.3% 52,004 $4.6M
Park National Corp. 0.17% Reduce -11.6% 52,000 $4.6M
Quantinno Capital Management LP 0.08% Add +15.6% 51,357 $4.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +0.0% 50,456 $4.5M
Amalgamated Bank 0.04% Reduce -0.6% 49,530 $4.4M
Great Lakes Advisors, LLC 0.04% Reduce -1.6% 49,296 $4.4M
Patton Fund Management, Inc. 0.92% Reduce -16.6% 48,932 $4.4M
Handelsbanken Fonder AB 0.02% No change 47,634 $4.3M
Captrust Financial Advisors 0.01% Add +6.6% 47,624 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +61.1% 46,524 $4.2M
Independent Advisor Alliance 0.14% Reduce -0.8% 46,009 $4.1M
Cibc World Markets Corp. 0.03% Reduce -24.1% 45,681 $4.1M
Heirloom Wealth Management 1.32% New 45,572 $4.1M
Czech National Bank 0.05% Add +8.6% 45,116 $4.0M
Jump Financial, LLC 0.08% Add +212.6% 45,088 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -8.0% 44,679 $4.0M
Tower Bridge Advisors 0.45% Reduce -23.3% 44,565 $4.0M
Legacy Financial Strategies, LLC 0.95% Add +7.9% 43,825 $3.9M
Henshaw Capital LLC 0.17% No change 42,869 $3.8M
PNC Financial Services Group, Inc. 0.00% Reduce -44.3% 42,520 $3.8M
SG Americas Securities, LLC 0.02% Reduce -29.2% 42,182 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -2.6% 42,124 $3.8M
Kelleher Financial Advisors 1.54% No change 42,048 $3.8M
DNB Asset Management AS 0.02% Add +7.6% 41,976 $3.8M
Xponance LLC 0.04% Add +2.4% 41,870 $3.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +6.3% 41,797 $3.7M
Catalyst Capital Advisors LLC 0.09% Reduce -0.6% 41,575 $3.7M
Achmea Investment Management B.V. 0.07% Add +6.4% 41,110 $3.7M
HWG Holdings LP 1.35% — 41,043 $3.7M
D L Carlson Investment Group Inc. 0.70% New 40,598 $3.6M
Public Sector Pension Investment Board 0.02% Add +8.0% 40,185 $3.6M
Elser Financial Planning, Inc 0.59% — 39,779 $3.6M
Utah Retirement Systems 0.04% Reduce -4.0% 39,290 $3.5M
Forsta Ap-Fonden 0.03% Reduce -11.7% 39,200 $3.5M
Steward Partners Investment Advisory, LLC 0.04% Add +24.1% 38,702 $3.5M
Worldquant Millennium Advisors LLC 0.03% Add +661.0% 38,664 $3.5M
DAVENPORT & Co LLC 0.02% Add +542.5% 38,559 $3.4M
Silphium Asset Management Ltd 1.63% Add +6.6% 38,212 $3.4M
Otter Creek Advisors, LLC 2.18% Add +83.2% 37,649 $3.4M
Tredje AP-fonden 0.03% Reduce -1.6% 37,574 $3.4M
Brendel Financial Advisors LLC 2.09% New 36,774 $3.3M
Access Investment Management LLC 1.05% Add +0.3% 36,213 $3.2M
Integrity Financial Corp 2.00% No change 35,772 $3.2M
Advisory Services Network, LLC 0.07% Add +1.6% 35,701 $3.2M
US Bancorp \de 0.00% Reduce -4.2% 35,509 $3.2M
Cerity Partners LLC 0.01% Reduce -45.7% 35,383 $3.2M
Tidal Investments LLC 0.04% Add +62.0% 34,433 $3.1M
CIBC Asset Management Inc 0.01% Add +1.9% 34,363 $3.1M
First National Advisers, LLC 0.56% Reduce -13.8% 34,290 $3.1M
New York Life Investment Management LLC 0.03% Add +0.8% 32,656 $2.9M
Covey Capital Advisors, LLC 3.34% Add +3.3% 32,386 $2.9M
First Merchants Corp. 0.11% Add +1.1% 31,750 $2.8M
KBC Group NV 0.01% Reduce -20.5% 31,721 $2.8M
Choreo, LLC 0.05% Add +26.9% 31,241 $2.8M
Crawford Investment Counsel Inc. 0.05% Add +3.1% 31,110 $2.8M
Vaughan Nelson Investment Management, L.P. 0.03% Add +27.3% 31,105 $2.8M
First Hawaiian Bank 0.09% Add +2.0% 30,967 $2.8M
Atria Investments, Inc 0.04% Add +29.3% 30,643 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.2% 30,128 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Add +2.3% 29,998 $2.7M
Creative Planning 0.00% Add +69.7% 29,780 $2.7M
Wedge Capital Management L L P 0.05% Reduce -55.5% 29,735 $2.7M
FJ Capital Management LLC 0.28% Reduce -3.1% 29,520 $2.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -5.2% 29,411 $2.6M
ING Groep NV 0.02% New 29,284 $2.6M
Wealthcare Advisory Partners LLC 0.08% Reduce -2.8% 29,241 $2.6M
J. Safra Sarasin Holding AG 0.05% — 29,115 $2.6M
Bank of Nova Scotia 0.01% Reduce -69.1% 28,981 $2.6M
Coldstream Capital Management Inc. 0.06% Add +2.4% 28,846 $2.6M
D.A. Davidson & Co. 0.02% Add +20.0% 28,652 $2.6M
Mount Lucas Management LP 0.90% New 28,494 $2.5M
MML Investors Services, LLC 0.01% Add +55.7% 28,473 $2.5M
Bessemer Group Inc. 0.00% Reduce -6.0% 28,202 $2.5M
Ironwood Investment Counsel, LLC 0.45% Reduce -30.4% 28,113 $2.5M
Insight Wealth Strategies, LLC 0.35% Add +1.2% 27,893 $2.5M
Penobscot Investment Management Company, Inc. 0.24% Add +31.8% 27,833 $2.5M
Cetera Investment Advisers 0.01% Add +60.6% 27,338 $2.4M
Agf Management Ltd. 0.01% Reduce -0.6% 26,850 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Add +37.2% 26,714 $2.4M
Stephens Inc. 0.04% Reduce -3.0% 26,677 $2.4M
Daiwa Securities Group Inc. 0.01% Add +2.9% 26,293 $2.4M
Kesler, Norman & Wride, LLC 0.50% Reduce -7.4% 26,190 $2.3M
State of Alaska, Department of Revenue 0.03% Add +0.4% 25,743 $2.3M
Panagora Asset Management Inc. 0.01% Add +20.9% 25,648 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -2.3% 25,623 $2.3M
Tower Research Capital LLC (TRC) 0.04% Add +285.7% 25,410 $2.3M
Janus Henderson Group PLC 0.00% Reduce -17.2% 25,195 $2.3M
Carmignac Gestion 0.04% Reduce -21.3% 24,805 $2.2M
Fuller & Thaler Asset Management, Inc. 0.01% Add +2.5% 24,621 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.2% 24,601 $2.2M
Procyon Advisors, LLC 0.16% Add +9.6% 24,176 $2.2M
Balyasny Asset Management L.P. 0.01% Reduce -59.2% 24,136 $2.2M
Dynamic Technology Lab Private Ltd 0.24% New 24,072 $2.2M
BOK Financial Private Wealth, Inc. 0.16% Reduce -0.8% 24,054 $2.2M
Harbor Advisors LLC 0.39% No change 24,000 $2.1M
TAP Consulting, LLC 0.45% Add +9.2% 23,776 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 23,769 $2.1M
Schroder Investment Management Group 0.00% Reduce -73.6% 23,415 $2.1M
Crossmark Global Holdings, Inc. 0.04% Add +3.1% 22,816 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.3% 22,600 $2.0M
AE Wealth Management LLC 0.02% Add +573.7% 22,272 $2.0M
Salem Investment Counselors Inc. 0.06% No change 22,000 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.3% 21,690 $1.9M
Keybank National Association 0.01% Reduce -0.9% 21,413 $1.9M
Cacti Asset Management LLC 0.15% No change 21,000 $1.9M
Nordea Investment Management AB 0.00% Add +4.0% 20,911 $1.9M
Sabal Trust CO 0.11% Reduce -10.1% 20,882 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +76.0% 20,811 $1.9M
Sepio Capital, LP 0.17% Reduce -2.0% 20,745 $1.9M
Illinois Municipal Retirement Fund 0.03% No change 20,702 $1.9M
UniSuper Management Pty Ltd 0.02% Add +49.3% 20,528 $1.8M
Elo Mutual Pension Insurance Co 0.04% Reduce -7.3% 20,499 $1.8M
Edgestream Partners, L.P. 0.09% Reduce -77.7% 20,341 $1.8M
Oregon Public Employees Retirement Fund 0.04% Add +0.5% 20,339 $1.8M
Empowered Funds, LLC 0.03% Add +477.5% 20,266 $1.8M
Glenmede Trust Co. NA 0.01% Add +15.2% 20,026 $1.8M
Gulf International Bank (UK) Ltd 0.04% No change 19,941 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.6% 19,634 $1.8M
NewEdge Advisors, LLC 0.01% Add +2.5% 19,556 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +29.2% 19,513 $1.7M
CX Institutional 0.08% Reduce -0.5% 19,457 $1.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.54% New 19,445 $1.7M
Atom Investors LP 0.17% Reduce -15.0% 18,744 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.9% 18,723 $1.7M
Prospera Financial Services Inc 0.05% Add +2.8% 18,711 $1.7M
Rockefeller Capital Management L.P. 0.00% Reduce -29.9% 18,535 $1.7M
Central Pacific Bank - Trust Division 0.21% No change 18,511 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -52.2% 18,225 $1.6M
Threadgill Financial, LLC 0.77% Add +3.7% 18,363 $1.6M
Mizuho Securities USA LLC 0.04% New 18,250 $1.6M
Ethic Inc. 0.04% Reduce -6.3% 18,129 $1.6M
Maryland State Retirement & Pension System 0.03% No change 18,099 $1.6M
PGGM Investments 0.02% Reduce -9.9% 17,910 $1.6M
Kentucky Retirement Systems 0.05% Reduce -0.6% 17,841 $1.6M
Bokf, NA 0.03% Add +296616.7% 17,803 $1.6M
Trueblood Wealth Management, LLC 0.90% Add +0.1% 17,741 $1.6M
Twin Capital Management Inc. 0.19% Add +0.6% 17,642 $1.6M
&partners 0.07% New 17,379 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.3% 17,446 $1.6M
Prevail Innovative Wealth Advisors, LLC 0.55% Reduce -23.3% 17,443 $1.6M
Cim, LLC 0.23% Add +0.5% 14,784 $1.5M
Global Retirement Partners, LLC 0.05% Add +931.8% 17,252 $1.5M
Zacks Investment Management 0.02% New 17,006 $1.5M
Evermay Wealth Management LLC 0.24% No change 16,980 $1.5M
Great Valley Advisor Group, Inc. 0.04% New 16,908 $1.5M
QRG Capital Management, Inc. 0.02% Add +10.6% 16,879 $1.5M
Savant Capital, LLC 0.01% Reduce -0.2% 16,520 $1.5M
American Century Companies Inc. 0.00% Add +14.8% 16,508 $1.5M
Point72 Hong Kong Ltd 0.09% New 16,363 $1.5M
Prudential PLC 0.01% No change 15,929 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.55% Reduce -3.0% 15,818 $1.4M
Hunter Associates Investment Management LLC 0.24% Reduce -5.4% 15,755 $1.4M
IFP Advisors, Inc 0.06% Add +1797.9% 15,563 $1.4M
SlateStone Wealth, LLC 0.15% Reduce -0.1% 15,400 $1.4M
Hartford Investment Management Co. 0.05% Reduce -0.2% 15,378 $1.4M
Wedbush Securities Inc. 0.05% Reduce -2.6% 15,207 $1.4M
Roundview Capital LLC 0.11% Add +1.7% 14,942 $1.3M
MBB Public Markets I LLC 0.03% New 14,861 $1.3M
Strategic Wealth Partners, Ltd. 0.13% Add +9.7% 14,315 $1.3M
Inspire Investing, LLC 0.15% Reduce -21.6% 14,135 $1.3M
Metis Global Partners, LLC 0.04% Add +2.7% 14,090 $1.3M
Mercer Global Advisors Inc. 0.00% Add +6.3% 14,078 $1.3M
Kestra Advisory Services, LLC 0.01% Add +79.4% 14,032 $1.3M
Y-Intercept (Hong Kong) Ltd 0.07% New 13,965 $1.2M
Suncoast Equity Management 0.14% Add +5.3% 13,955 $1.2M
Raymond James Trust N.A. 0.03% Reduce -18.5% 13,788 $1.2M
Praxis Investment Management Inc. 0.09% No change 15,040 $1.2M
Simon Quick Advisors, LLC 0.09% Add +68.5% 13,549 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -2.7% 13,505 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -2.9% 13,400 $1.2M
Cullinan Associates Inc. 0.07% No change 13,000 $1.2M
Harmony Asset Management LLC 0.49% Reduce -2.3% 12,979 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +22.5% 12,473 $1.1M
AQR Capital Management 0.00% Reduce -50.6% 12,419 $1.1M
Fiduciary Trust Co 0.02% Add +33.1% 12,404 $1.1M
Vinva Investment Management Ltd 0.06% Add +6.5% 12,231 $1.1M
Teza Capital Management LLC 0.13% Add +167.6% 12,101 $1.1M
Cross Staff Investments Inc 0.89% No change 12,000 $1.1M
New Mexico Educational Retirement Board 0.04% No change 11,900 $1.1M
Cyndeo Wealth Partners, LLC 0.08% Add +0.1% 11,838 $1.1M
EP Wealth Advisors, LLC 0.01% Add +21.4% 11,725 $1.0M
SRN Advisors, LLC 0.87% No change 11,706 $1.0M
Tributary Capital Management, LLC 0.09% Reduce -11.9% 11,680 $1.0M
XTX Topco Ltd 0.09% New 11,603 $1.0M
Compass Ion Advisors, LLC 0.15% No change 11,662 $1.0M
Ascentis Independent Advisors 0.21% — 11,414 $1.0M
Greenfield Seitz Capital Management, LLC 0.38% No change 11,400 $1.0M
Ostrum Asset Management 0.09% Reduce -7.2% 11,322 $1.0M
Equitable Trust Co. 0.07% Reduce -1.1% 11,223 $1.0M
Marshall Financial Group, LLC 0.28% New 11,222 $1.0M
Proficio Capital Partners LLC 0.10% Add +0.3% 10,878 $973K
Chaney Capital Management, Inc. 0.64% No change 10,864 $971K
Virtu Financial LLC 0.07% Add +39.1% 10,684 $955K
Exchange Traded Concepts, LLC 0.02% Reduce -21.8% 10,621 $950K
Retireful, LLC 0.45% New 10,620 $950K
FMFE Wealth Management, LLC 0.87% No change 10,528 $941K
Beacon Pointe Advisors, LLC 0.01% Reduce -8.1% 10,305 $921K
PEAK6 Investments LLC 0.04% Add +47.7% 10,281 $919K
Rakuten Investment Management, Inc. 0.01% Add +58.8% 10,165 $916K
Resonant Capital Advisors, LLC 0.07% Add +4.6% 10,142 $907K
Mirabella Financial Services LLP 0.08% New 10,045 $898K
Virtus Advisers, LLC 0.44% Add +4.6% 10,044 $898K
Campbell & CO Investment Adviser LLC 0.08% New 10,013 $895K
Claro Advisors Inc. 0.14% Reduce -3.7% 10,002 $894K
Gilbert & Cook, Inc. 0.13% Reduce -11.4% 9,958 $890K
Invst, LLC 0.10% Add +0.1% 9,986 $890K
E. Ohman J:or Asset Management AB 0.02% No change 9,900 $885K
Nomura Holdings Inc. 0.01% Reduce -8.8% 9,833 $879K
Capstone Investment Advisors, LLC 0.04% Add +24.4% 9,479 $848K
JSF Financial, LLC 0.26% Add +5.8% 9,459 $846K
Commerce Bank 0.01% Reduce -1.6% 9,449 $845K
Integrated Wealth Concepts LLC 0.01% Reduce -7.3% 9,426 $843K
Unigestion Holding SA 0.05% Reduce -11.6% 11,615 $826K
Park Avenue Securities LLC 0.01% Reduce -13.3% 9,094 $813K
Glenview Trust Co 0.02% Reduce -7.8% 9,048 $809K
Integrated Investment Consultants, LLC 0.22% No change 9,228 $808K
Siemens Fonds Invest GmbH 0.06% No change 8,964 $801K
Lindenwold Advisors, INC 0.42% Reduce -2.3% 8,795 $786K
Elevation Point Wealth Partners, LLC 0.06% Reduce -4.7% 8,794 $786K
Cibc World Market Inc. 0.00% Add +1.4% 8,780 $785K
Gibbs Wealth Management 0.32% Add +224.7% 8,743 $782K
Principal Securities, Inc. 0.02% Reduce -4.4% 8,715 $779K
M&T Bank Corp 0.00% Add +2.1% 8,710 $779K
Centennial Bank 0.38% No change 8,686 $777K
Financial Enhancement Group LLC 0.12% Reduce -0.8% 7,577 $764K
Wealthfront Advisers LLC 0.00% Add +6.6% 8,479 $758K
Sound Financial Strategies Group, LLC 0.66% New 8,469 $757K
Occidental Asset Management, LLC 0.13% No change 8,350 $747K
ORG Partners LLC 0.09% Add +1219.4% 8,352 $744K
Norinchukin Bank, The 0.02% Add +1.5% 8,222 $735K
Monte Financial Group, LLC 0.32% Add +39.2% 8,055 $720K
Brookstone Capital Management 0.01% Reduce -23.3% 7,684 $719K
Aquatic Capital Management LLC 0.03% New 8,000 $715K
SkyView Investment Advisors, LLC 0.13% Add +0.9% 7,884 $705K
Manchester Capital Management LLC 0.08% No change 7,790 $697K
Keeley-Teton Advisors, LLC 0.09% Reduce -23.9% 7,759 $694K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -2.0% 7,636 $683K
Keyes, Stange & Wooten Wealth Management, LLC 0.47% No change 7,597 $679K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 7,535 $674K
Macquarie Group Ltd. 0.00% Reduce -1.8% 7,515 $672K
Hyperion Capital Advisors LP 0.31% No change 7,500 $671K
Avantax Advisory Services, Inc. 0.00% Add +78.6% 7,455 $667K
Portside Wealth Group, LLC 0.13% Add +26.2% 7,441 $665K
Ieq Capital, LLC 0.01% Add +10.7% 7,368 $659K
Holland Advisory Services, Inc. 0.81% Add +0.1% 7,348 $657K
SevenBridge Financial Group, LLC 0.14% No change 6,506 $647K
nVerses Capital, LLC 0.38% New 7,100 $635K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,096 $634K
NEOS Investment Management LLC 0.03% Add +39.2% 7,076 $633K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -82.6% 7,070 $632K
Cannell & Spears LLC 0.01% No change 7,050 $630K
Machina Capital S.A.S. 0.28% New 6,981 $624K
OneDigital Investment Advisors LLC 0.01% Add +0.1% 6,972 $623K
Plato Investment Management Ltd 0.06% No change 6,952 $622K
Legacy Capital Wealth Partners, LLC 0.16% New 6,933 $620K
Sequoia Financial Advisors, LLC 0.01% Add +2.4% 6,856 $613K
First Trust Direct Indexing L.P. 0.04% Add +54.9% 6,805 $608K
Moors & Cabot, Inc. 0.03% Add +0.6% 6,781 $606K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -61.2% 6,779 $606K
Summit Financial, LLC 0.03% Add +114.7% 6,771 $605K
Ossiam 0.01% Reduce -35.7% 6,694 $599K
Wealthspire Retirement, LLC 0.05% No change 6,680 $597K
Next Level Private LLC 0.27% No change 6,514 $582K
iSAM Funds (UK) Ltd 0.44% New 6,512 $582K
Studio Investment Management LLC 0.13% Add +2.1% 6,417 $574K
Squarepoint Ops LLC 0.00% Add +0.2% 6,416 $574K
Gen-Wealth Partners Inc 0.27% Add +9.7% 6,297 $563K
Xcel Wealth Management, LLC 0.18% Reduce -1.6% 6,284 $562K
B. Metzler seel. Sohn & Co. AG 0.01% Add +4.0% 6,234 $557K
Jackson Creek Investment Advisors LLC 0.20% Reduce -20.4% 6,171 $552K
Cwm, LLC 0.00% Reduce -3.1% 6,122 $547K
Fidelis Capital Partners, LLC 0.08% Add +0.9% 5,472 $541K
Synovus Financial Corp. 0.01% Add +0.2% 6,040 $540K
Kestra Private Wealth Services, LLC 0.01% New 5,953 $532K
Private Advisor Group, LLC 0.00% New 5,923 $530K
Mgo One Seven LLC 0.03% Add +10.8% 5,922 $529K
Klingman & Associates, LLC 0.04% Reduce -82.7% 5,805 $519K
GAMMA Investing LLC 0.07% Add +43.0% 5,776 $516K
Fifth Third Bancorp 0.00% Add +3.6% 5,758 $515K
Mayflower Financial Advisors, LLC 0.08% Add +0.1% 5,563 $497K
Norden Group LLC 0.10% Reduce -11.3% 5,513 $493K
Investment Management Corp of Ontario 0.01% Add +41.2% 5,480 $490K
Swiss Life Asset Management Ltd 0.01% New 5,391 $482K
Baker Tilly Wealth Management, LLC 0.20% Reduce -45.9% 5,378 $481K
Argonautica Private Wealth Management, Inc. 0.16% Add +4.1% 5,259 $470K
Kingsview Wealth Management, LLC 0.01% Reduce -1.0% 5,199 $465K
Global X Japan Co., Ltd. 0.06% Reduce -4.0% 5,116 $457K
Cadent Capital Advisors, LLC 0.18% No change 5,043 $451K
Washington Trust Bank 0.04% No change 4,842 $433K
Federation des caisses Desjardins du Quebec 0.00% Add +93.6% 4,819 $431K
Verition Fund Management LLC 0.00% Reduce -98.6% 4,801 $429K
Edmond DE Rothschild Holding S.A. 0.01% No change 4,740 $424K
Forum Financial Management, LP 0.01% Add +0.1% 4,711 $421K
HB Wealth Management, LLC 0.00% Add +31.2% 4,693 $420K
Lido Advisors, LLC 0.00% Add +5.0% 4,655 $416K
Vontobel Holding Ltd. 0.00% Reduce -8.5% 4,648 $416K
Pine Valley Investments Ltd Liability Co 0.03% Add +1.1% 4,629 $414K
Forum Private Client Group LLC 0.20% Add +0.1% 4,615 $413K
HighPoint Advisor Group LLC 0.02% Add +1.2% 4,102 $410K
Callan Family Office, LLC 0.08% New 4,555 $407K
Paloma Partners Management Co 0.04% New 4,552 $407K
Somerset Trust Co 0.17% Reduce -0.1% 4,546 $406K
Financial Advocates Investment Management 0.03% New 4,542 $406K
Harbor Capital Advisors, Inc. 0.03% Add +0.3% 4,531 $405K
Harvest Fund Management Co., Ltd 0.03% Add +59.2% 4,522 $404K
Checchi Capital Advisers, LLC 0.03% Reduce -1.4% 4,510 $403K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -0.4% 4,494 $402K
Venturi Wealth Management, LLC 0.02% Add +8000.0% 4,374 $391K
Apriem Advisors 0.05% No change 4,343 $388K
Koshinski Asset Management, Inc. 0.04% Reduce -1.8% 4,270 $385K
Vestcor Inc 0.01% No change 4,267 $382K
Means Investment Co., Inc. 0.04% No change 4,150 $371K
Gateway Investment Advisers LLC 0.00% Reduce -10.5% 4,149 $371K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 4,147 $371K
Brown Advisory Inc. 0.00% Reduce -3.2% 4,128 $369K
Cynosure Group, LLC 0.06% Add +12.9% 4,099 $366K
Alps Advisors Inc. 0.00% Reduce -0.6% 4,071 $364K
Journey Strategic Wealth LLC 0.02% Add +36.0% 4,043 $361K
Buckingham Strategic Wealth, LLC 0.00% Add +0.8% 3,998 $357K
Schechter Investment Advisors, LLC 0.03% Add +0.2% 3,966 $355K
Alliance Wealth Advisors, LLC 0.10% Add +2.0% 3,962 $354K
Legacy Wealth Asset Management, LLC 0.10% Add +1.3% 3,956 $354K
Greenleaf Trust 0.00% Add +3.0% 3,925 $351K
River Wealth Advisors LLC 0.05% Reduce -9.3% 3,916 $350K
DoubleLine ETF Adviser LP 0.09% Reduce -3.4% 3,901 $349K
Outlook Wealth Advisors, LLC 0.11% New 3,834 $343K
Revisor Wealth Management LLC 0.24% Reduce -41.2% 3,806 $340K
Concurrent Investment Advisors, LLC 0.01% New 3,795 $339K
Jefferies Financial Group Inc. 0.01% New 3,785 $338K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +7.3% 3,722 $333K
Smith Shellnut Wilson LLC 0.16% No change 3,687 $330K
DRW Securities, LLC 0.02% New 3,678 $329K
Stonebridge Capital Advisors LLC 0.03% No change 3,650 $326K
Profund Advisors LLC 0.01% Reduce -1.9% 3,623 $324K
Orion Porfolio Solutions, LLC 0.00% Reduce -3.1% 3,589 $321K
Orion Portfolio Solutions, LLC 0.00% Reduce -3.1% 3,589 $321K
W.H. Cornerstone Investments Inc. 0.23% Add +0.4% 3,552 $318K
Strategy Asset Managers LLC 0.07% Reduce -62.0% 4,590 $316K
Argent Trust Co 0.01% New 3,518 $315K
Walleye Capital LLC 0.00% New 3,477 $311K
Fox Run Management, L.L.C. 0.06% New 3,461 $309K
Symmetry Partners, LLC 0.02% Reduce -19.9% 3,459 $309K
Ballentine Partners, LLC 0.01% Add +2.6% 3,449 $308K
Private Trust Co. NA 0.03% Add +8.6% 3,410 $305K
Canandaigua National Bank & Trust Co. 0.03% Reduce -0.4% 3,400 $304K
Benchmark Investment Advisors LLC 0.22% New 3,383 $302K
Diversify Wealth Management, LLC 0.04% — 3,068 $302K
Horizon Investments, LLC 0.01% Add +1.4% 3,376 $301K
Independent Financial Group, LLC 0.01% Add +8.2% 3,359 $300K
Anchor Investment Management, LLC 0.03% Add +4.0% 3,286 $294K
V-Square Quantitative Management LLC 0.05% Reduce -9.3% 3,285 $294K
Lazard Asset Management LLC 0.00% Reduce -68.0% 3,281 $292K
Wallace Advisory Group, LLC 0.21% Add +5.8% 3,203 $286K
First Affirmative Financial Network 0.20% Reduce -18.0% 3,199 $286K
Moneta Group Investment Advisors LLC 0.00% Reduce -15.1% 3,171 $284K
Frank, Rimerman Advisors LLC 0.02% New 3,122 $279K
Operose Advisors LLC 0.10% Add +1336.4% 3,117 $279K
Copperwynd Financial, LLC 0.09% Add +4.8% 2,772 $276K
Hamilton Capital Partners Inc. 0.03% Reduce -26.1% 3,052 $273K
Apollon Wealth Management, LLC 0.01% Add +15.7% 3,046 $272K
Mutual Advisors, LLC 0.01% Add +6.8% 2,753 $272K
GYL Financial Synergies, LLC 0.02% Reduce -2.3% 3,038 $272K
Graypoint LLC 0.02% Add +7.5% 3,009 $269K
Faithward Advisors, LLC 0.05% Reduce -5.3% 2,997 $268K
Mattern Wealth Management LLC 0.06% No change 2,966 $265K
United Capital Financial Advisors, LLC 0.00% Reduce -11.8% 2,965 $265K
Carmel Capital Partners, LLC 0.11% No change 2,850 $255K
Ewa, LLC 0.10% Add +0.9% 2,580 $253K
TD Waterhouse Canada Inc. 0.00% Add +563.9% 2,815 $251K
Meeder Advisory Services, Inc. 0.02% New 2,710 $242K
Trust Asset Management LLC 0.02% No change 2,703 $242K
MAI Capital Management 0.00% Add +3.4% 2,695 $241K
Provident Wealth Management, LLC 0.09% No change 2,689 $240K
Seven Eight Capital, LP 0.02% New 2,667 $238K
Brightwater Advisory LLC 0.18% No change 2,662 $238K
Huntington National Bank 0.00% Add +64.7% 2,635 $236K
Confluence Wealth Services, Inc. 0.02% New 2,626 $235K
Ascent Group, LLC 0.02% New 2,605 $233K
SteelPeak Wealth, LLC 0.01% New 2,560 $229K
Cigna Investments Inc. 0.04% No change 2,543 $228K
CreativeOne Wealth, LLC 0.01% New 2,543 $227K
Centiva Capital, LP 0.01% Reduce -80.3% 2,537 $227K
MSH Capital Advisors LLC 0.08% Reduce -17.3% 2,534 $227K
Regions Financial Corp. 0.00% New 2,528 $226K
Atria Wealth Solutions, Inc. 0.00% Reduce -25.8% 2,520 $225K
Burney Co./ 0.01% New 2,520 $225K
Simplex Trading, LLC 0.01% New 2,527 $225K
Bleakley Financial Group, LLC 0.01% Add +5.6% 2,505 $224K
Simplicity Wealth,LLC 0.01% Add +5.6% 2,505 $224K
Farther Finance Advisors, LLC 0.01% Add +57.2% 2,459 $219K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.6% 2,433 $218K
Trust Point Inc. 0.02% New 2,416 $216K
Mather Group, Llc. 0.00% Add +15.8% 2,461 $215K
Phillips Wealth Planners LLC 0.23% Reduce -4.7% 2,364 $215K
Moloney Securities Asset Management, LLC 0.03% No change 2,396 $214K
Covenant Partners, LLC 0.06% Reduce -12.1% 2,383 $213K
Tiemann Investment Advisors, LLC 0.09% No change 2,380 $213K
NorthRock Partners, LLC 0.01% New 2,380 $213K
Snowden Capital Advisors LLC 0.01% New 2,369 $212K
Kathmere Capital Management, LLC 0.02% New 2,348 $210K
Tocqueville Asset Management L.P. 0.00% No change 2,327 $208K
Vicus Capital 0.02% Reduce -1.9% 2,324 $208K
Trust Investment Advisors 0.13% New 2,323 $208K
Lanark Financial, Inc. 0.02% No change 2,314 $206K
Trinity Financial Advisors LLC 0.09% New 2,277 $204K
Systematic Portfolios LLC 1.41% New 2,266 $203K
Smithfield Trust Co 0.01% No change 2,161 $194K
GeoWealth Management, LLC 0.01% Add +25.5% 2,163 $193K
AlphaCentric Advisors LLC 0.13% New 2,049 $183K
Parallel Advisors, LLC 0.00% Add +0.8% 1,821 $163K
Virtus Investment Advisers, LLC 0.14% Reduce -34.2% 1,724 $154K
Signaturefd, LLC 0.00% Reduce -10.0% 1,535 $137K
Arax Advisory Partners 0.01% Add +7550.0% 1,530 $137K
First Horizon Advisors, Inc. 0.00% Add +16.1% 1,472 $132K
Trust Co. of Vermont 0.01% No change 1,401 $125K
Benjamin Edwards Inc. 0.02% Reduce -24.2% 1,326 $119K
Point72 (DIFC) Ltd 0.01% New 1,308 $117K
Glen Eagle Advisors, LLC 0.02% No change 1,250 $112K
Atticus Wealth Management, LLC 0.03% No change 1,170 $105K
Spire Wealth Management 0.00% Add +0.5% 1,161 $104K
Penserra Capital Management LLC 0.00% Add +2.1% 1,137 $102K
Sound Income Strategies, LLC 0.01% No change 1,098 $98K
Sentry Investment Management LLC 0.04% Reduce -17.0% 1,025 $92K
Group One Trading LLC 0.00% Add +5263.2% 1,019 $91K
Montag A & Associates Inc. 0.00% No change 980 $88K
Parkside Financial Bank & Trust 0.01% Add +21.4% 963 $86K
CI Investments Inc. 0.00% Reduce -62.6% 953 $85K
MassMutual Private Wealth & Trust, FSB 0.00% Add +28.1% 916 $82K
Park Place Capital Corp 0.02% Reduce -26.2% 858 $77K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -0.1% 849 $76K
Orion Capital Management LLC 0.04% No change 807 $72K
Covestor Ltd 0.04% Add +264.0% 728 $65K
Raffa Wealth Management, LLC 0.02% No change 723 $65K
State of Wyoming 0.01% Reduce -37.3% 720 $64K
Avior Wealth Management, LLC 0.00% Reduce -48.0% 703 $63K
Cromwell Holdings LLC 0.04% — 699 $62K
Caldwell Trust Co 0.01% No change 676 $60K
Gables Capital Management Inc. 0.03% No change 668 $60K
Allworth Financial LP 0.00% Add +1.0% 633 $59K
Quent Capital, LLC 0.01% No change 647 $58K
Concourse Financial Group Securities, Inc. 0.00% Add +4.5% 646 $58K
Continuum Advisory, LLC 0.01% No change 625 $56K
GPS Wealth Strategies Group, LLC 0.01% No change 589 $53K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 548 $49K
Blue Trust, Inc. 0.00% Add +142.3% 550 $48K
Larson Financial Group LLC 0.00% Add +65.7% 532 $48K
Asset Dedication, LLC 0.00% No change 506 $45K
Ogorek Anthony Joseph /NY/ 0.02% No change 504 $45K
PSI Advisors, LLC 0.01% No change 498 $45K
Advisors Asset Management, Inc. 0.00% Reduce -8.3% 474 $42K
First PREMIER Bank 0.01% No change 457 $41K
Alaska Permanent Fund Corp 0.00% Add +0.7% 412 $41K
Intelligent Financial Strategies 0.02% Reduce -12.6% 445 $40K
Armstrong Advisory Group, Inc. 0.00% No change 400 $36K
Beaird Harris Wealth Management, LLC 0.00% No change 399 $36K
TFC Financial Management, Inc. 0.01% Reduce -0.3% 386 $35K
Jones Financial Companies LLLP 0.00% Add +190.9% 384 $34K
Colonial Trust Co / SC 0.01% Add +982.9% 379 $34K
Quadrant Capital Group LLC 0.00% Add +0.6% 346 $31K
Smartleaf Asset Management LLC 0.01% Add +193.1% 340 $31K
TD Private Client Wealth LLC 0.00% Add +2.5% 330 $30K
DSM Capital Partners LLC 0.00% No change 299 $27K
Crewe Advisors LLC 0.00% Add +330.4% 297 $27K
Financial Network Wealth Advisors LLC 0.02% New 268 $24K
Janiczek Wealth Management, LLC 0.00% No change 258 $23K
Delta Asset Management LLC 0.00% No change 250 $22K
Lindbrook Capital, LLC 0.00% Add +12.7% 249 $22K
EverSource Wealth Advisors, LLC 0.00% Add +14.6% 212 $21K
Kings Path Partners LLC 0.01% — 231 $21K
Ancora Advisors LLC 0.00% No change 220 $20K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 205 $18K
Piscataqua Savings Bank 0.02% No change 204 $18K
Capital Advisors, Ltd. LLC 0.00% Reduce -3.4% 198 $18K
GW&K Investment Management, LLC 0.00% No change 198 $18K
LGT Financial Advisors LLC 0.04% No change 188 $17K
Versant Capital Management, Inc 0.00% Add +198.3% 179 $16K
Family Firm, Inc. 0.00% New 177 $16K
Great Lakes Retirement, Inc. 0.00% New 163 $15K
Caitlin John, LLC 0.01% New 159 $14K
Rise Advisors, LLC 0.01% No change 158 $14K
WR Wealth Planners, LLC 0.00% No change 151 $14K
Frazier Financial Advisors, LLC 0.01% No change 150 $13K
JFS Wealth Advisors, LLC 0.00% No change 150 $13K
Naples Money Management LLC 0.01% New 150 $13K
Red Tortoise LLC 0.01% No change 147 $13K
SRH Advisors, LLC 0.00% No change 136 $12K
FinTrust Capital Advisors, LLC 0.00% New 136 $12K
Rothschild Investment LLC 0.00% Add +188.9% 130 $12K
Redmont Wealth Advisors LLC 0.02% No change 123 $11K
Farmers & Merchants Investments Inc. 0.00% No change 115 $10K
Cypress Capital, LLC 0.00% New 113 $10K
Geneos Wealth Management Inc. 0.00% New 103 $9K
Hexagon Capital Partners LLC 0.00% Reduce -1.0% 101 $9K
Rakuten Securities, Inc. 0.00% Add +9900.0% 100 $9K
HHM Wealth Advisors, LLC 0.00% No change 100 $9K
Webster Bank, N. A. 0.00% No change 94 $8K
GHP Investment Advisors, Inc. 0.00% New 93 $8K
Duncker Streett & Co. Inc. 0.00% No change 93 $8K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 85 $8K
Private Wealth Management Group, LLC 0.00% Add +97.7% 85 $8K
Key Financial Inc 0.00% No change 84 $8K
Cullen/Frost Bankers, Inc. 0.00% New 73 $7K
Harbour Investments, Inc. 0.00% Add +136.7% 71 $6K
St Germain D J Co. Inc. 0.00% New 67 $6K
Baldwin Wealth Partners LLC 0.00% New 64 $6K
Hollencrest Capital Management 0.00% New 60 $5K
CENTRAL TRUST Co 0.00% No change 57 $5K
Fortitude Family Office, LLC 0.00% No change 57 $5K
MV Capital Management, Inc. 0.00% Add +10.0% 55 $5K
City State Bank 0.00% No change 54 $5K
Raleigh Capital Management Inc. 0.00% Add +70.0% 51 $5K
Bellevue Asset Management, LLC 0.00% No change 51 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 48 $4K
Prestige Wealth Management Group LLC 0.00% No change 46 $4K
JDM Financial Group LLC 0.00% No change 45 $4K
West Paces Advisors Inc. 0.00% No change 44 $4K
Sachetta, LLC 0.00% Add +245.4% 38 $4K
SJS Investment Consulting Inc. 0.00% No change 37 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.6% 37 $3K
AdvisorNet Financial, Inc 0.00% Add +37.0% 37 $3K
First Pacific Financial 0.00% Add +1100.0% 36 $3K
Tucker Asset Management LLC 0.00% No change 36 $3K
Iron Horse Wealth Management, LLC 0.00% No change 35 $3K
Tortoise Investment Management, LLC 0.00% No change 33 $3K
VitalStone Financial, LLC 0.00% New 32 $3K
Sunbelt Securities, Inc. 0.00% No change 32 $3K
Fairman Group, LLC 0.00% No change 29 $3K
Bruce G. Allen Investments, LLC 0.00% No change 27 $2K
Trifecta Capital Advisors, LLC 0.00% No change 24 $2K
LRI Investments, LLC 0.00% No change 23 $2K
Avion Wealth 0.00% Add +128.6% 32 $2K
Valley National Advisers Inc. 0.00% Add +25.0% 25 $2K
Bell Investment Advisors, Inc 0.00% No change 20 $2K
CVA Family Office, LLC 0.00% New 18 $2K
Cornerstone Planning Group LLC 0.00% New 16 $2K
Dunhill Financial, LLC 0.00% No change 17 $2K
Beacon Capital Management, LLC 0.00% No change 15 $1K
DT Investment Partners, LLC 0.00% No change 15 $1K
Logan Capital Management Inc. 0.00% New 15 $1K
Balefire, LLC 0.00% New 12 $1K
Financial Management Professionals, Inc. 0.00% No change 14 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 11 $984
Wolff Wiese Magana LLC 0.00% No change 10 $895
Opal Wealth Advisors, LLC 0.00% New 10 $895
Assetmark, Inc. 0.00% New 9 $805
Abound Wealth Management 0.00% No change 7 $626
Abich Financial Wealth Management LLC 0.00% New 4 $358
WestEnd Advisors, LLC 0.00% No change 1 $89
Y.D. More Investments Ltd 0.00% New 125 $30

"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.