Brown & BrownBRO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 873 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 53 from Q3 2024. 70 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($1.9B) and Principal Financial Group Inc. ($1.3B). 8 famous investors held it, including Francois Rochon (1.1% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Brown & Brown Inc.
- Sector
- Finance
- CUSIP
- 115236101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $112.7M |
| Exits | 61 | $86.9M |
All 13F filers, Q3 2024 → Q4 2024: 14,193,941 shares bought and 11,843,079 shares sold, net +2,350,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Vanguard Group Inc. | 0.05% | Add +4.7% | 29,940,139 | $3.1B |
| BlackRock, Inc. | 0.04% | Add +4.2% | 18,666,372 | $1.9B |
| Principal Financial Group Inc. | 0.72% | Add +0.7% | 12,901,968 | $1.3B |
| State Street Corp. | 0.04% | Add +2.6% | 11,149,319 | $1.1B |
| Morgan Stanley | 0.06% | Add +1.4% | 8,577,216 | $875.0M |
| Select Equity Group, L.P. | 3.32% | Reduce -16.6% | 7,978,907 | $814.0M |
| Geode Capital Management, LLC | 0.05% | Add +2.0% | 6,099,649 | $620.7M |
| Capital World Investors | 0.07% | Add +15.6% | 4,195,681 | $428.0M |
| Allspring Global Investments Holdings, LLC | 0.63% | Add +0.2% | 3,922,301 | $394.4M |
| Invesco Ltd. | 0.07% | Add +11.4% | 3,803,616 | $388.0M |
| Wells Fargo & Company | 0.08% | Reduce -1.2% | 3,235,045 | $330.0M |
| Norges Bank | 0.04% | Reduce -9.5% | 3,072,061 | $313.4M |
| Royal Bank of Canada | 0.06% | Add +2.0% | 2,882,426 | $294.1M |
| Manufacturers Life Insurance Company, The | 0.22% | Reduce -1.7% | 2,410,115 | $245.9M |
| First Trust Advisors LP | 0.21% | Add +626.5% | 2,350,039 | $239.8M |
| Northern Trust Corp. | 0.03% | Add +14.5% | 2,320,198 | $236.7M |
| Fenimore Asset Management Inc | 4.93% | Reduce -1.1% | 2,298,508 | $234.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -45.2% | 2,272,136 | $231.8M |
| Barclays PLC | 0.11% | Reduce -8.5% | 2,257,207 | $230.3M |
| Bank of America Corp. | 0.02% | Reduce -5.0% | 2,003,793 | $204.4M |
| Madison Asset Management, LLC | 2.23% | Add +11.9% | 1,941,098 | $198.0M |
| Madison Investment Advisors, LLC | 2.23% | — | 1,941,098 | $198.0M |
| First Eagle Investment Management, LLC | 0.44% | Reduce -38.4% | 1,914,285 | $195.3M |
| ProShare Advisors LLC | 0.43% | Reduce -1.4% | 1,846,149 | $188.3M |
| Royal London Asset Management Ltd. | 0.44% | Add +3.0% | 1,768,070 | $180.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.38% | Add +3.0% | 1,611,286 | $164.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +18.1% | 1,566,264 | $159.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.7% | 1,564,185 | $159.6M |
| Deutsche Bank AG | 0.06% | Add +22.7% | 1,431,562 | $146.0M |
| Storebrand Asset Management As | 0.44% | Reduce -0.2% | 1,422,801 | $145.2M |
| CIBC Private Wealth Group LLC | 0.26% | Reduce -1.5% | 1,391,002 | $142.6M |
| UBS Group AG | 0.03% | Add +90.2% | 1,397,109 | $142.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.9% | 1,377,004 | $140.5M |
| TrinityBridge Ltd | 3.93% | No change | 1,367,338 | $139.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.1% | 1,356,535 | $138.4M |
| Congress Asset Management Co. | 0.88% | Reduce -6.4% | 1,274,884 | $130.1M |
| Legal & General Group Plc | 0.03% | Reduce -3.2% | 1,104,402 | $112.7M |
| California Public Employees Retirement System | 0.08% | Reduce -0.6% | 1,102,970 | $112.5M |
| Gobi Capital LLC | 6.45% | Add +9.0% | 1,076,837 | $109.9M |
| Chilton Investment Co. Inc. | 2.71% | Add +35.7% | 1,032,325 | $105.3M |
| Clarkston Capital Partners, LLC | 1.85% | Reduce -2.9% | 947,980 | $96.7M |
| Natixis Advisors, LLC | 0.16% | Add +8.0% | 841,768 | $85.9M |
| Macquarie Group Ltd. | 0.10% | Add +1711.8% | 808,922 | $81.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.2% | 754,556 | $77.0M |
| Tandem Investment Advisors, Inc. | 2.88% | Add +10.1% | 746,032 | $76.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.0% | 716,957 | $73.1M |
| Raymond James Financial Inc. | 0.03% | — | 704,908 | $71.9M |
| Balyasny Asset Management L.P. | 0.17% | Add +9262.2% | 687,095 | $70.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.6% | 685,257 | $69.9M |
| Swiss National Bank | 0.05% | Reduce -4.7% | 685,000 | $69.9M |
| Amundi | 0.02% | Add +109.0% | 678,532 | $69.6M |
| Robeco Institutional Asset Management B.V. | 0.13% | Reduce -2.5% | 672,286 | $68.6M |
| Millennium Management | 0.06% | Add +9.2% | 627,813 | $64.0M |
| Boston Financial Mangement LLC | 1.90% | Add +0.3% | 614,980 | $62.7M |
| FMR LLC | 0.00% | Reduce -46.2% | 597,139 | $60.9M |
| Ameriprise Financial Inc. | 0.02% | Add +5.0% | 589,118 | $60.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.0% | 577,705 | $58.9M |
| Brown Brothers Harriman & Co. | 0.41% | Add +0.3% | 577,455 | $58.9M |
| Snyder Capital Management L P | 1.20% | Add +15.7% | 562,728 | $57.4M |
| HSBC Holdings PLC | 0.03% | Add +5.9% | 552,320 | $56.3M |
| Vest Financial, LLC | 0.98% | Add +8.7% | 540,914 | $55.2M |
| FIL Ltd | 0.05% | Reduce -9.5% | 538,433 | $54.9M |
| Confluence Investment Management LLC | 0.74% | Reduce -3.1% | 524,387 | $53.5M |
| Schwartz Investment Counsel Inc. | 1.91% | No change | 519,150 | $53.0M |
| Rhumbline Advisers | 0.05% | Reduce -1.9% | 513,080 | $52.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.5% | 505,886 | $51.6M |
| Dundas Partners LLP | 3.60% | Add +5.0% | 503,111 | $51.3M |
| Point72 Asset Management | 0.14% | Add +10.5% | 493,658 | $50.4M |
| Los Angeles Capital Management LLC | 0.20% | Reduce -10.6% | 489,016 | $49.9M |
| Intech Investment Management LLC | 0.48% | Add +17.3% | 484,779 | $49.5M |
| Handelsbanken Fonder AB | 0.19% | Add +16.2% | 482,334 | $49.2M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +2.3% | 441,693 | $45.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +7.7% | 433,844 | $44.1M |
| EULAV Asset Management | 1.06% | Add +144.8% | 430,900 | $44.0M |
| Zurich Insurance Group Ltd | 0.35% | Reduce -34.1% | 426,147 | $43.5M |
| Allianz Asset Management GmbH | 0.06% | Add +36.0% | 423,017 | $43.2M |
| Polar Capital Holdings Plc | 0.24% | No change | 412,500 | $42.1M |
| Corient Private Wealth LP | 0.07% | Add +6.8% | 411,950 | $42.0M |
| Cookson Peirce & Co. Inc. | 1.88% | Reduce -1.2% | 407,411 | $41.6M |
| BNP Paribas Financial Markets | 0.03% | Add +7.5% | 403,647 | $41.2M |
| TimesSquare Capital Management, LLC | 0.58% | Reduce -5.3% | 391,872 | $40.0M |
| Bank of Montreal | 0.02% | Add +0.5% | 379,140 | $38.7M |
| Sei Investments Co. | 0.05% | Add +13.6% | 374,927 | $38.3M |
| Stifel Financial Corp. | 0.04% | Add +1.6% | 373,017 | $38.1M |
| APG Asset Management N.V. | 0.10% | Reduce -42.7% | 382,072 | $37.6M |
| California State Teachers Retirement System | 0.04% | Reduce -3.3% | 347,279 | $35.4M |
| National Pension Service | 0.03% | Reduce -7.2% | 340,192 | $34.7M |
| Cresset Asset Management, LLC | 0.16% | Reduce -14.0% | 329,417 | $33.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +77.6% | 324,242 | $33.1M |
| Pictet Asset Management Holding SA | 0.04% | Add +42.8% | 323,882 | $33.0M |
| Osterweis Capital Management Inc. | 1.93% | Reduce -17.6% | 308,876 | $31.5M |
| Worldquant Millennium Advisors LLC | 0.20% | Add +140.1% | 308,395 | $31.5M |
| Victory Capital Management Inc. | 0.03% | Add +19.9% | 304,405 | $31.1M |
| Ferguson Wellman Capital Management, Inc. | 0.59% | Reduce -1.0% | 304,391 | $31.1M |
| Giverny Capital | 1.10% | New | 294,809 | $30.1M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -8.0% | 293,610 | $30.0M |
| PhiloSmith Capital Corp | 8.45% | Reduce -10.1% | 292,450 | $29.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -6.4% | 289,522 | $29.5M |
| Teacher Retirement System of Texas | 0.11% | Add +185.7% | 289,342 | $29.5M |
| Prospector Partners LLC | 3.33% | Add +0.2% | 285,170 | $29.1M |
| Local Pensions Partnership Investment Ltd | 0.54% | — | 284,000 | $29.0M |
| Truist Financial Corp. | 0.04% | Add +2.0% | 279,134 | $28.5M |
| Assenagon Asset Management S.A. | 0.05% | Reduce -49.6% | 278,454 | $28.4M |
| Motley Fool Wealth Management, LLC | 1.46% | Reduce -4.7% | 277,605 | $28.4M |
| Rathbones Group PLC | 0.14% | New | 275,457 | $28.1M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 260,537 | $26.6M |
| DekaBank Deutsche Girozentrale | 0.05% | No change | 260,347 | $26.5M |
| Candriam S.C.A. | 0.15% | Add +24.6% | 255,626 | $26.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 247,110 | $25.2M |
| Credit Agricole S A | 0.08% | Add +10.9% | 244,725 | $25.0M |
| Tidal Investments LLC | 0.20% | Reduce -5.8% | 244,214 | $24.9M |
| TD Asset Management Inc | 0.02% | Add +0.9% | 243,668 | $24.9M |
| Port Capital LLC | 1.12% | Add +1.0% | 240,332 | $24.5M |
| State of Wisconsin Investment Board | 0.06% | Add +4.7% | 228,444 | $23.3M |
| Summit Wealth Partners, LLC | 4.64% | Reduce -6.3% | 221,700 | $22.6M |
| LPL Financial LLC | 0.01% | Add +30.4% | 217,848 | $22.2M |
| New York State Teachers Retirement System | 0.05% | Reduce -6.6% | 211,908 | $21.6M |
| Danske Bank A/S | 0.06% | Reduce -15.1% | 210,291 | $21.5M |
| Citigroup Inc. | 0.02% | Reduce -26.1% | 203,466 | $20.8M |
| Gotham Asset Management | 0.20% | Add +6.3% | 202,933 | $20.7M |
| D. E. Shaw & Co. | 0.02% | Reduce -17.7% | 195,166 | $19.9M |
| National Bank of Canada | 0.03% | Add +56.8% | 189,798 | $19.4M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 187,291 | $19.1M |
| Whittier Trust Co. | 0.25% | Add +3.4% | 186,838 | $19.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.8% | 181,287 | $18.5M |
| Sterling Capital Management LLC | 0.25% | Reduce -8.9% | 179,634 | $18.3M |
| 1832 Asset Management L.P. | 0.03% | Reduce -8.2% | 179,628 | $18.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.4% | 178,259 | $18.2M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -15.1% | 176,784 | $18.0M |
| Freestone Grove Partners LP | 0.21% | — | 171,895 | $17.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 169,825 | $17.3M |
| Sanctuary Advisors, LLC | 0.11% | Add +1.2% | 163,559 | $17.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +47.3% | 168,838 | $17.2M |
| Visualize Group LP | 10.80% | — | 167,200 | $17.1M |
| Voya Investment Management LLC | 0.02% | Add +4.4% | 167,198 | $17.1M |
| Bar Harbor Wealth Management | 1.08% | Add +0.7% | 161,539 | $16.5M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -40.9% | 151,093 | $15.4M |
| OMERS ADMINISTRATION Corp | 0.13% | Add +1.2% | 146,411 | $14.9M |
| Wilson Asset Management (international) PTY Ltd. | 3.79% | No change | 143,443 | $14.6M |
| CW Advisors, LLC | 0.20% | Reduce -1.6% | 141,783 | $14.5M |
| Wellington Management Group LLP | 0.00% | Reduce -4.6% | 140,296 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -40.8% | 139,509 | $14.3M |
| Running Oak Capital LLC | 1.86% | Add +6.6% | 139,759 | $14.3M |
| Kennedy Capital Management LLC | 0.31% | Reduce -9.5% | 138,318 | $14.1M |
| Two Sigma Investments, LP | 0.03% | Add +564.9% | 137,664 | $14.0M |
| Renaissance Technologies | 0.02% | Reduce -54.9% | 137,000 | $14.0M |
| New Age Alpha Advisors, LLC | 0.53% | Add +81733.5% | 129,297 | $13.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Reduce -8.4% | 127,846 | $13.0M |
| Mattern Capital Management, LLC | 1.68% | Reduce -2.1% | 126,738 | $12.9M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -0.6% | 125,350 | $12.8M |
| Prudential Financial Inc. | 0.02% | Reduce -16.4% | 124,841 | $12.7M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -1.9% | 124,549 | $12.7M |
| Yousif Capital Management, LLC | 0.14% | Reduce -0.3% | 124,258 | $12.7M |
| Man Group plc | 0.04% | Reduce -22.0% | 122,941 | $12.5M |
| Cooper Investors PTY Ltd. | 1.96% | Reduce -16.7% | 122,165 | $12.5M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -14.2% | 122,113 | $12.5M |
| Lountzis Asset Management, LLC | 5.22% | Reduce -2.5% | 120,902 | $12.3M |
| Franklin Resources Inc. | 0.00% | Add +8.8% | 118,797 | $12.1M |
| Guggenheim Capital LLC | 0.10% | Add +32.1% | 118,091 | $12.0M |
| UMB Bank, n.a. | 0.19% | Add +0.1% | 117,809 | $12.0M |
| Acadian Asset Management LLC | 0.03% | Reduce -79.8% | 115,163 | $11.7M |
| Vaughan David Investments LLC | 0.27% | No change | 113,372 | $11.6M |
| Speece Thorson Capital Group Inc. | 2.28% | Reduce -0.5% | 113,304 | $11.6M |
| State of Tennessee, Department of Treasury | 0.04% | Add +30.9% | 112,493 | $11.5M |
| Quantum Capital Management, LLC / NJ | 1.22% | Add +0.2% | 111,262 | $11.4M |
| Toronto Dominion Bank | 0.02% | Reduce -6.4% | 110,297 | $11.3M |
| Hantz Financial Services, Inc. | 0.19% | Add +0.1% | 107,380 | $11.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +1.3% | 105,681 | $10.8M |
| Twinbeech Capital LP | 0.18% | Add +73.8% | 104,667 | $10.7M |
| Korea Investment CORP | 0.02% | Reduce -17.0% | 103,016 | $10.5M |
| Resona Asset Management Co.,Ltd. | 0.06% | Reduce -0.9% | 101,762 | $10.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 101,800 | $10.4M |
| Shell Asset Management Co. | 0.45% | Reduce -0.7% | 101,314 | $10.3M |
| Heron Bay Capital Management | 2.10% | Reduce -0.3% | 98,584 | $10.1M |
| WealthPlan Investment Management, LLC | 0.99% | Reduce -9.9% | 98,527 | $10.1M |
| Spring Capital Management, LLC | 5.89% | Add +7.4% | 96,742 | $9.9M |
| Federated Hermes, Inc. | 0.02% | Add +2.0% | 96,426 | $9.8M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Add +1.7% | 94,400 | $9.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -2.8% | 93,378 | $9.6M |
| Mackenzie Financial Corp. | 0.01% | Add +4.9% | 94,093 | $9.6M |
| BCM Advisors, LLC | 2.14% | No change | 89,527 | $9.6M |
| Benjamin Edwards Inc. | 0.14% | Reduce -2.4% | 93,492 | $9.5M |
| Pictet North America Advisors SA | 0.90% | Add +3.0% | 92,922 | $9.5M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -4.3% | 91,666 | $9.4M |
| Marks Group Wealth Management, Inc | 0.92% | Reduce -4.1% | 91,502 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.2% | 91,463 | $9.3M |
| Motley Fool Asset Management LLC | 0.48% | Reduce -25.1% | 90,514 | $9.2M |
| First Merchants Corp. | 0.35% | Add +0.6% | 90,299 | $9.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.0% | 90,241 | $9.2M |
| ExodusPoint Capital Management, LP | 0.09% | Add +1257.1% | 88,687 | $9.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.09% | Add +20.6% | 88,443 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +4.5% | 86,299 | $8.8M |
| Aberdeen Group plc | 0.02% | Reduce -12.8% | 86,016 | $8.8M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 84,370 | $8.6M |
| Verition Fund Management LLC | 0.04% | Add +1311.6% | 83,906 | $8.6M |
| Rafferty Asset Management, LLC | 0.03% | Add +4.3% | 83,738 | $8.5M |
| Townsquare Capital LLC | 0.10% | Add +6.1% | 82,900 | $8.5M |
| Whittier Trust Co. of Nevada Inc. | 0.20% | Add +4.3% | 81,739 | $8.3M |
| Comerica Bank | 0.03% | Add +2.9% | 81,449 | $8.3M |
| KLP Kapitalforvaltning As | 0.04% | — | 81,100 | $8.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 77,690 | $7.9M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -16.8% | 76,537 | $7.8M |
| Captrust Financial Advisors | 0.02% | Add +47.8% | 73,632 | $7.5M |
| Quantinno Capital Management LP | 0.07% | Add +12.0% | 72,090 | $7.4M |
| Quantbot Technologies LP | 0.27% | Reduce -25.0% | 71,199 | $7.3M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -0.4% | 70,880 | $7.2M |
| Arizona State Retirement System | 0.04% | Add +1.4% | 70,426 | $7.2M |
| HWG Holdings LP | 2.35% | Add +3.6% | 70,269 | $7.2M |
| Forte Capital LLC | 0.80% | Add +2.0% | 69,896 | $7.1M |
| Boston Trust Walden Corp | 0.05% | Reduce -31.3% | 68,318 | $7.0M |
| MetLife Investment Management, LLC | 0.04% | Add +1.6% | 67,474 | $6.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.1% | 66,792 | $6.8M |
| Creative Planning | 0.01% | Add +117.9% | 65,146 | $6.6M |
| State of Michigan Retirement System | 0.03% | No change | 64,451 | $6.6M |
| Ibex Wealth Advisors | 0.74% | New | 61,728 | $6.3M |
| Public Sector Pension Investment Board | 0.03% | Add +49.2% | 61,601 | $6.3M |
| Corebridge Financial, Inc. | 0.03% | Add +0.2% | 61,370 | $6.3M |
| Mariner, LLC | 0.01% | Add +5.9% | 60,382 | $6.2M |
| Leavell Investment Management, Inc. | 0.30% | No change | 59,552 | $6.1M |
| Vaughan Nelson Investment Management, L.P. | 0.06% | Add +80.8% | 58,915 | $6.0M |
| WCM Investment Management, LLC | 0.01% | Reduce -6.3% | 57,040 | $5.8M |
| Stonebridge Financial Group, LLC | 0.63% | — | 56,431 | $5.8M |
| Andra AP-fonden | 0.09% | Add +60.6% | 54,600 | $5.6M |
| Advisory Services Network, LLC | 0.10% | Add +52.5% | 54,441 | $5.6M |
| Aviva PLC | 0.01% | Reduce -1.9% | 53,096 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +15.7% | 52,511 | $5.4M |
| Heirloom Wealth Management | 1.60% | Add +8.8% | 52,224 | $5.3M |
| Amalgamated Bank | 0.04% | Add +0.8% | 51,904 | $5.3M |
| Park National Corp. | 0.19% | Reduce -0.4% | 51,800 | $5.3M |
| Czech National Bank | 0.05% | Add +6.7% | 51,462 | $5.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.4% | 51,387 | $5.2M |
| WealthPLAN Partners, LLC | 0.74% | Reduce -0.6% | 51,337 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -2.1% | 50,467 | $5.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 50,458 | $5.1M |
| First National Bank of Omaha | 0.33% | Reduce -8.1% | 49,995 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Add +671.1% | 49,153 | $5.0M |
| Silphium Asset Management Ltd | 1.81% | Add +27.5% | 48,776 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.08% | Add +1087.8% | 48,689 | $5.0M |
| Cerity Partners LLC | 0.01% | Reduce -11.3% | 48,139 | $5.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +14.8% | 46,423 | $4.7M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -3.9% | 46,247 | $4.7M |
| IFM Investors Pty Ltd | 0.05% | Reduce -13.9% | 46,221 | $4.7M |
| Forsta Ap-Fonden | 0.03% | Add +2.2% | 45,600 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +6.9% | 45,279 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +9.4% | 43,928 | $4.5M |
| Xponance LLC | 0.04% | Add +4.2% | 43,796 | $4.5M |
| Marshall Wace, LLP | 0.01% | Add +977.3% | 43,492 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 43,186 | $4.4M |
| Tower Bridge Advisors | 0.47% | Reduce -0.8% | 42,666 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +206.5% | 42,456 | $4.3M |
| Kelleher Financial Advisors | 1.62% | Add +0.1% | 42,069 | $4.3M |
| Southeast Asset Advisors, LLC | 0.52% | Reduce -24.9% | 41,768 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | New | 41,700 | $4.3M |
| First Hawaiian Bank | 0.14% | Add +0.1% | 41,682 | $4.3M |
| Legacy Financial Strategies, LLC | 0.91% | Reduce -3.8% | 41,973 | $4.2M |
| Patton Fund Management, Inc. | 0.81% | Reduce -13.0% | 40,379 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +27.0% | 40,297 | $4.1M |
| D L Carlson Investment Group Inc. | 0.73% | Reduce -1.5% | 40,081 | $4.1M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -1.6% | 39,700 | $4.1M |
| Independent Advisor Alliance | 0.05% | Reduce -13.3% | 39,606 | $4.0M |
| Utah Retirement Systems | 0.04% | No change | 39,390 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.2% | 39,341 | $4.0M |
| CIBC Asset Management Inc | 0.01% | Add +4.6% | 38,706 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +1.6% | 38,588 | $3.9M |
| KBC Group NV | 0.01% | Reduce -7.8% | 37,994 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.1% | 37,863 | $3.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -18.4% | 37,709 | $3.8M |
| &partners | 0.05% | Add +28.6% | 37,832 | $3.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +53.6% | 37,096 | $3.8M |
| Henshaw Capital LLC | 0.16% | No change | 36,498 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 36,280 | $3.7M |
| Elser Financial Planning, Inc | 0.22% | Reduce -7.7% | 35,835 | $3.7M |
| Integrity Financial Corp | 2.10% | Add +0.0% | 35,773 | $3.6M |
| Bank of Nova Scotia | 0.01% | Add +2.5% | 35,148 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 35,116 | $3.6M |
| Brendel Financial Advisors LLC | 2.13% | Reduce -4.1% | 34,564 | $3.5M |
| Threadgill Financial, LLC | 1.87% | Add +2.9% | 34,402 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +395.6% | 34,197 | $3.5M |
| Dorsey Wright & Associates | 0.83% | Add +3.8% | 34,135 | $3.5M |
| Pacer Advisors, Inc. | 0.01% | Reduce -37.8% | 34,126 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -2.7% | 33,376 | $3.4M |
| Otter Creek Advisors, LLC | 2.32% | Reduce -15.9% | 32,995 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -6.3% | 32,819 | $3.3M |
| First National Advisers, LLC | 0.54% | Reduce -9.4% | 32,546 | $3.3M |
| AXA S.A. | 0.01% | Reduce -63.7% | 32,516 | $3.3M |
| New York Life Investment Management LLC | 0.03% | Add +1.0% | 31,937 | $3.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +7.9% | 31,719 | $3.2M |
| Edgestream Partners, L.P. | 0.14% | Add +46.3% | 31,667 | $3.2M |
| Choreo, LLC | 0.05% | Add +2.5% | 31,339 | $3.2M |
| Jackson Wealth Management, LLC | 0.36% | Add +3.5% | 31,235 | $3.2M |
| STRS Ohio | 0.01% | New | 31,218 | $3.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.5% | 30,720 | $3.2M |
| Coldstream Capital Management Inc. | 0.07% | Add +2.9% | 30,805 | $3.1M |
| Crawford Investment Counsel Inc. | 0.06% | Reduce -1.6% | 30,619 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -6.6% | 30,117 | $3.1M |
| Faithward Advisors, LLC | 0.52% | Add +5.8% | 30,022 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +36.0% | 29,631 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.2% | 29,841 | $3.0M |
| Peak Financial Advisors LLC | 1.58% | New | 29,771 | $3.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.61% | Add +46.7% | 29,746 | $3.0M |
| Panagora Asset Management Inc. | 0.01% | Add +16.6% | 29,709 | $3.0M |
| CHB Investment Group, LLC | 1.63% | Reduce -1.3% | 29,373 | $3.0M |
| Capital Fund Management S.A. | 0.03% | New | 29,305 | $3.0M |
| Moran Wealth Management, LLC | 0.09% | Add +5.8% | 29,083 | $3.0M |
| Natixis | 0.02% | Add +1185.4% | 29,024 | $3.0M |
| Covey Capital Advisors, LLC | 3.36% | Reduce -8.2% | 28,993 | $3.0M |
| TAP Consulting, LLC | 0.60% | Add +18.0% | 28,681 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -0.4% | 28,343 | $2.9M |
| Penobscot Investment Management Company, Inc. | 0.26% | Add +0.9% | 28,093 | $2.9M |
| Ironwood Investment Counsel, LLC | 0.48% | No change | 27,363 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.6% | 27,058 | $2.8M |
| Sone Capital Management, LLC | 0.35% | — | 26,829 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -6.9% | 26,719 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -3.8% | 26,351 | $2.7M |
| Insight Wealth Strategies, LLC | 0.36% | Reduce -2.9% | 26,223 | $2.7M |
| Engineers Gate Manager LP | 0.05% | Add +84.6% | 25,980 | $2.7M |
| Blair William & Co. | 0.01% | Add +274.9% | 25,820 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Add +2.2% | 25,739 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +2.7% | 25,720 | $2.6M |
| UniSuper Management Pty Ltd | 0.02% | Add +22.8% | 25,637 | $2.6M |
| Mizuho Markets Americas LLC | 0.05% | Reduce -57.5% | 25,610 | $2.6M |
| Stephens Inc. | 0.04% | Reduce -2.3% | 25,087 | $2.6M |
| Access Investment Management LLC | 0.74% | No change | 25,000 | $2.6M |
| Ethic Inc. | 0.05% | Add +26.3% | 24,427 | $2.5M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +12.3% | 24,194 | $2.5M |
| AQR Capital Management | 0.00% | Add +7.1% | 24,180 | $2.5M |
| Harbor Advisors LLC | 0.38% | No change | 24,000 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +3.9% | 23,987 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -21.8% | 23,546 | $2.4M |
| Bessemer Group Inc. | 0.00% | Reduce -3.4% | 23,019 | $2.3M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -0.1% | 22,902 | $2.3M |
| Sabal Trust CO | 0.13% | No change | 22,850 | $2.3M |
| Procyon Advisors, LLC | 0.15% | Reduce -5.4% | 22,772 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.5% | 22,747 | $2.3M |
| Achmea Investment Management B.V. | 0.04% | Reduce -4.6% | 22,647 | $2.3M |
| Mizuho Securities USA LLC | 0.04% | Add +46.5% | 22,495 | $2.3M |
| Empowered Funds, LLC | 0.03% | Add +6.6% | 22,046 | $2.2M |
| Salem Investment Counselors Inc. | 0.07% | No change | 22,000 | $2.2M |
| Nordea Investment Management AB | 0.00% | Add +4.0% | 21,746 | $2.2M |
| IFP Advisors, Inc | 0.07% | Reduce -5.3% | 21,640 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +7.0% | 21,530 | $2.2M |
| Cacti Asset Management LLC | 0.16% | No change | 21,000 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 20,921 | $2.1M |
| Wedge Capital Management L L P | 0.04% | Add +0.7% | 20,873 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.6% | 20,811 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 20,702 | $2.1M |
| Centiva Capital, LP | 0.08% | Reduce -2.7% | 20,396 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.6% | 20,379 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Add +3.3% | 20,190 | $2.1M |
| Avanza Fonder AB | 0.06% | — | 20,079 | $2.0M |
| Keybank National Association | 0.01% | Reduce -4.6% | 19,920 | $2.0M |
| CX Institutional | 0.08% | Add +0.9% | 19,652 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -6.5% | 19,564 | $2.0M |
| Nomura Holdings Inc. | 0.01% | Add +49.9% | 19,460 | $2.0M |
| Mogy Joel R Investment Counsel Inc. | 0.12% | Add +324.3% | 19,285 | $2.0M |
| Mgo One Seven LLC | 0.08% | Add +229.5% | 19,272 | $2.0M |
| Prospera Financial Services Inc | 0.04% | Add +2.0% | 18,936 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -1.0% | 18,874 | $1.9M |
| Tredje AP-fonden | 0.02% | Reduce -50.0% | 18,787 | $1.9M |
| BOK Financial Private Wealth, Inc. | 0.14% | Reduce -9.8% | 18,720 | $1.9M |
| Schroder Investment Management Group | 0.00% | Add +2.9% | 18,596 | $1.9M |
| Sciencast Management LP | 0.51% | New | 18,309 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -6.5% | 18,183 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +12.7% | 18,125 | $1.8M |
| Ameriflex Group, Inc. | 0.85% | — | 17,645 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +49.9% | 18,029 | $1.8M |
| Kesler, Norman & Wride, LLC | 0.40% | Reduce -19.6% | 17,951 | $1.8M |
| PGGM Investments | 0.02% | No change | 17,910 | $1.8M |
| Mirabella Financial Services LLP | 0.17% | New | 17,811 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 17,661 | $1.8M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -30.2% | 17,590 | $1.8M |
| Inceptionr LLC | 0.40% | Add +39.0% | 17,562 | $1.8M |
| Trueblood Wealth Management, LLC | 0.88% | Add +0.3% | 17,533 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.52% | No change | 17,443 | $1.8M |
| Bokf, NA | 0.03% | Reduce -3.7% | 17,080 | $1.7M |
| Zacks Investment Management | 0.02% | Add +28.6% | 16,997 | $1.7M |
| Evermay Wealth Management LLC | 0.26% | No change | 16,980 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +119.8% | 16,670 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -6.9% | 16,565 | $1.7M |
| Benchmark Investment Advisors LLC | 1.10% | Add +157.3% | 16,541 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.4% | 16,270 | $1.7M |
| Sepio Capital, LP | 0.13% | Reduce -3.0% | 16,144 | $1.6M |
| Suncoast Equity Management | 0.18% | Add +11.5% | 16,010 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.2% | 16,000 | $1.6M |
| Prudential PLC | 0.01% | No change | 15,929 | $1.6M |
| SlateStone Wealth, LLC | 0.16% | Add +2.3% | 15,750 | $1.6M |
| Metis Global Partners, LLC | 0.05% | Add +4.0% | 15,662 | $1.6M |
| Greenleaf Trust | 0.01% | Add +0.9% | 15,475 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -32.7% | 15,252 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +7.9% | 15,250 | $1.6M |
| Roundview Capital LLC | 0.11% | Reduce -0.0% | 14,938 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.9% | 14,911 | $1.5M |
| Mount Lucas Management LP | 0.53% | Reduce -4.9% | 14,863 | $1.5M |
| Cim, LLC | 0.21% | Add +1.1% | 14,436 | $1.5M |
| Praxis Investment Management Inc. | 0.09% | Reduce -5.1% | 14,270 | $1.5M |
| Nicholson Wealth Management Group, LLC | 0.97% | Add +32.5% | 14,259 | $1.5M |
| Aster Capital Management (DIFC) Ltd | 0.53% | New | 13,728 | $1.4M |
| Tributary Capital Management, LLC | 0.11% | Add +16.3% | 13,596 | $1.4M |
| Hunter Associates Investment Management LLC | 0.21% | No change | 13,355 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.11% | Add +5.5% | 11,969 | $1.3M |
| Cullinan Associates Inc. | 0.09% | No change | 13,000 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.8% | 12,800 | $1.3M |
| Cathy Pareto & Associates, Inc. | 1.20% | — | 12,761 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -6.7% | 12,751 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | Reduce -2.8% | 12,666 | $1.3M |
| Fiducient Advisors LLC | 0.16% | New | 12,436 | $1.3M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | — | 12,271 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Reduce -73.0% | 12,233 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.08% | No change | 12,208 | $1.2M |
| Gibbs Wealth Management | 0.33% | Add +22.7% | 12,090 | $1.2M |
| Cross Staff Investments Inc | 0.85% | No change | 12,000 | $1.2M |
| Axq Capital, LP | 0.55% | New | 11,992 | $1.2M |
| Jump Financial, LLC | 0.03% | Reduce -40.5% | 11,843 | $1.2M |
| Walleye Capital LLC | 0.01% | Reduce -24.6% | 11,701 | $1.2M |
| Equitable Trust Co. | 0.07% | Add +1.6% | 11,695 | $1.2M |
| Marshall Financial Group, LLC | 0.29% | Add +2.8% | 11,677 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.2% | 11,679 | $1.2M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +17.9% | 11,670 | $1.2M |
| Compass Ion Advisors, LLC | 0.14% | No change | 11,662 | $1.2M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.02% | — | 11,650 | $1.2M |
| Inspire Investing, LLC | 0.13% | Reduce -5.6% | 11,646 | $1.2M |
| Norden Group LLC | 0.13% | Add +1.5% | 11,401 | $1.2M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -2.3% | 11,347 | $1.2M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.67% | Reduce -16.4% | 11,330 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.6% | 11,300 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +17.6% | 11,211 | $1.1M |
| NEOS Investment Management LLC | 0.03% | Add +28.5% | 11,183 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -33.2% | 11,134 | $1.1M |
| Virtus Advisers, LLC | 0.46% | Add +24.7% | 11,134 | $1.1M |
| Davidson Kahn Capital Management, LLC | 1.05% | — | 11,076 | $1.1M |
| Ostrum Asset Management | 0.10% | Reduce -4.0% | 11,009 | $1.1M |
| Proficio Capital Partners LLC | 0.09% | Add +12.1% | 10,869 | $1.1M |
| Chaney Capital Management, Inc. | 0.52% | No change | 10,864 | $1.1M |
| ING Groep NV | 0.01% | Reduce -10.1% | 10,727 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Add +108.7% | 10,726 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +135.0% | 10,602 | $1.1M |
| Greenfield Seitz Capital Management, LLC | 0.41% | Reduce -4.5% | 10,600 | $1.1M |
| Parkwoods Wealth Partners, LLC | 0.85% | No change | 10,528 | $1.1M |
| JSF Financial, LLC | 0.29% | Add +3.9% | 10,526 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.0% | 10,522 | $1.1M |
| Twin Capital Management Inc. | 0.12% | Reduce -40.0% | 10,507 | $1.1M |
| Nutshell Asset Management Ltd | 0.68% | — | 10,500 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +19.5% | 10,437 | $1.1M |
| Invst, LLC | 0.13% | Add +4.0% | 10,374 | $1.1M |
| Monte Financial Group, LLC | 0.45% | Add +26.4% | 10,258 | $1.0M |
| Callan Family Office, LLC | 0.07% | Add +67.7% | 10,249 | $1.0M |
| Liontrust Investment Partners LLP | 0.01% | Reduce -99.0% | 10,166 | $1.0M |
| Brighton Jones LLC | 0.03% | Reduce -4.9% | 10,090 | $1.0M |
| GAM Holding AG | 0.08% | New | 10,029 | $1.0M |
| Norinchukin Bank, The | 0.02% | Add +6.2% | 9,966 | $1.0M |
| Manchester Capital Management LLC | 0.12% | Add +3.6% | 9,749 | $995K |
| Glenview Trust Co | 0.02% | Add +7.8% | 9,749 | $995K |
| Harmony Asset Management LLC | 0.39% | No change | 9,739 | $994K |
| Commerce Bank | 0.01% | Reduce -3.7% | 9,521 | $971K |
| M&T Bank Corp | 0.00% | Add +11.6% | 9,370 | $956K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -24.9% | 9,366 | $956K |
| Gilbert & Cook, Inc. | 0.13% | Reduce -5.1% | 9,359 | $955K |
| Resonant Capital Advisors, LLC | 0.07% | Add +0.6% | 9,336 | $952K |
| Principal Securities, Inc. | 0.02% | Add +0.6% | 9,218 | $940K |
| Atlas Legacy Advisors, LLC | 0.23% | — | 9,207 | $939K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +144.7% | 9,199 | $938K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.8% | 9,185 | $937K |
| Sound Financial Strategies Group, LLC | 0.77% | Add +8.6% | 9,032 | $921K |
| Park Avenue Securities LLC | 0.01% | Add +2.9% | 8,922 | $910K |
| Bank Pictet & Cie (Europe) AG | 0.02% | New | 8,890 | $907K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +29.0% | 8,886 | $907K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.06% | New | 8,854 | $903K |
| Integrated Investment Consultants, LLC | 0.18% | Add +7.5% | 8,769 | $895K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 8,600 | $877K |
| CoreCap Advisors, LLC | 0.04% | Add +8.1% | 8,594 | $877K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.51% | No change | 8,412 | $858K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -0.2% | 8,399 | $857K |
| Qtron Investments LLC | 0.12% | No change | 8,398 | $857K |
| Compound Planning, Inc. | 0.04% | Add +38.4% | 8,299 | $847K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -8.7% | 8,164 | $833K |
| Portside Wealth Group, LLC | 0.14% | Add +3.0% | 8,079 | $824K |
| Centennial Bank | 0.39% | Reduce -2.0% | 8,018 | $818K |
| Occidental Asset Management, LLC | 0.13% | Reduce -1.6% | 7,934 | $809K |
| GAMMA Investing LLC | 0.07% | Add +8.3% | 7,906 | $807K |
| Ascentis Independent Advisors | 0.15% | Reduce -49.5% | 7,876 | $804K |
| Allstate Corp. | 0.02% | New | 7,738 | $789K |
| Novem Group | 0.11% | — | 7,552 | $771K |
| Brookstone Capital Management | 0.01% | Add +0.8% | 7,551 | $770K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 7,536 | $769K |
| Cannell & Spears LLC | 0.02% | Reduce -0.1% | 7,523 | $767K |
| Geller Advisors LLC | 0.05% | New | 7,513 | $766K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 7,502 | $765K |
| Hyperion Capital Advisors LP | 0.39% | No change | 7,500 | $765K |
| Holland Advisory Services, Inc. | 0.98% | Add +0.1% | 7,364 | $751K |
| Vinva Investment Management Ltd | 0.03% | Reduce -40.4% | 7,339 | $749K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.5% | 7,278 | $743K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.7% | 7,244 | $739K |
| Claro Advisors Inc. | 0.10% | Reduce -26.4% | 7,145 | $729K |
| VestGen Investment Management | 0.20% | Reduce -5.5% | 7,083 | $723K |
| Ossiam | 0.01% | Reduce -97.3% | 7,068 | $721K |
| Summit Financial, LLC | 0.03% | Add +2.5% | 7,025 | $717K |
| SevenBridge Financial Group, LLC | 0.13% | No change | 6,506 | $708K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.2% | 6,804 | $694K |
| Global Retirement Partners, LLC | 0.02% | Reduce -59.6% | 6,782 | $692K |
| Financial Enhancement Group LLC | 0.11% | Reduce -1.2% | 6,728 | $690K |
| Talon Private Wealth, LLC | 0.14% | No change | 6,735 | $687K |
| Wealthspire Retirement, LLC | 0.05% | No change | 6,680 | $681K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +31.7% | 6,548 | $668K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.7% | 6,483 | $661K |
| AssuredPartners Investment Advisors, LLC | 0.13% | — | 6,452 | $658K |
| Trust Point Inc. | 0.05% | Add +156.1% | 6,451 | $658K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -2.7% | 6,395 | $652K |
| Studio Investment Management LLC | 0.14% | Reduce -2.2% | 6,368 | $650K |
| Fifth Third Bancorp | 0.00% | Reduce -6.1% | 6,357 | $649K |
| Xcel Wealth Management, LLC | 0.18% | No change | 6,284 | $641K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 6,234 | $636K |
| Synovus Financial Corp. | 0.01% | Add +1.0% | 6,216 | $634K |
| Baker Tilly Wealth Management, LLC | 0.25% | Add +0.7% | 6,208 | $633K |
| HB Wealth Management, LLC | 0.01% | Add +18.5% | 6,152 | $628K |
| Cwm, LLC | 0.00% | Reduce -0.2% | 6,115 | $624K |
| Ascentis Wealth Management, LLC | 0.22% | Reduce -6.2% | 6,099 | $622K |
| Gsa Capital Partners LLP | 0.05% | New | 6,059 | $618K |
| Geneva Partners, LLC | 0.25% | Add +22.8% | 6,035 | $616K |
| Plato Investment Management Ltd | 0.04% | Reduce -14.1% | 5,971 | $611K |
| Rwa Wealth Partners, LLC | 0.01% | New | 5,973 | $609K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Reduce -5.8% | 5,963 | $608K |
| Strategy Asset Managers LLC | 0.12% | Add +1.4% | 5,902 | $602K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -61.4% | 5,877 | $600K |
| Numerai GP LLC | 0.16% | New | 5,723 | $584K |
| Headlands Technologies LLC | 0.06% | Add +131.9% | 5,706 | $582K |
| FORA Capital, LLC | 0.07% | New | 5,689 | $580K |
| Radnor Capital Management, LLC | 0.10% | Add +9.6% | 5,690 | $580K |
| Brighton Securities Corp. | 0.28% | — | 5,645 | $576K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +24.9% | 5,638 | $575K |
| Jackson Creek Investment Advisors LLC | 0.17% | Add +7.6% | 5,620 | $573K |
| Gen-Wealth Partners Inc | 0.25% | Reduce -0.0% | 5,613 | $573K |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.1% | 5,373 | $567K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.1% | 5,525 | $564K |
| Advisor OS, LLC | 0.07% | New | 5,501 | $561K |
| Next Level Private LLC | 0.22% | Reduce -16.7% | 5,429 | $554K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Add +1.6% | 5,358 | $547K |
| MJP Associates Inc. | 0.10% | New | 5,311 | $542K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.8% | 5,225 | $533K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +16.3% | 5,153 | $526K |
| Howland Capital Management LLC | 0.02% | New | 5,153 | $526K |
| Vontobel Holding Ltd. | 0.00% | Add +13.5% | 5,112 | $522K |
| Farringdon Capital, Ltd. | 0.21% | — | 4,979 | $508K |
| Global X Japan Co., Ltd. | 0.06% | Add +14.3% | 4,941 | $504K |
| HighPoint Advisor Group LLC | 0.03% | Add +12.3% | 4,632 | $504K |
| Cadent Capital Advisors, LLC | 0.18% | No change | 4,925 | $502K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -33.8% | 4,885 | $498K |
| Aptus Capital Advisors, LLC | 0.01% | New | 4,801 | $490K |
| Washington Trust Bank | 0.05% | No change | 4,750 | $485K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 4,714 | $481K |
| Lido Advisors, LLC | 0.00% | Add +2.6% | 4,690 | $479K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +2.5% | 4,664 | $476K |
| Sherbrooke Park Advisers LLC | 0.15% | New | 4,642 | $474K |
| Forum Private Client Group LLC | 0.21% | Add +0.1% | 4,627 | $472K |
| First Manhattan Co. Llc. | 0.00% | New | 4,541 | $463K |
| Financial Advocates Investment Management | 0.03% | Reduce -6.4% | 4,519 | $461K |
| Journey Strategic Wealth LLC | 0.02% | Add +2.3% | 4,486 | $458K |
| Moment Partners, LLC | 0.09% | — | 4,481 | $457K |
| American Century Companies Inc. | 0.00% | Reduce -67.8% | 4,469 | $456K |
| Klingman & Associates, LLC | 0.03% | Reduce -24.0% | 4,412 | $450K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.7% | 4,349 | $444K |
| Vident Advisory, LLC | 0.01% | Add +36.2% | 4,346 | $443K |
| Apriem Advisors | 0.05% | No change | 4,343 | $443K |
| Vestcor Inc | 0.01% | Reduce -0.1% | 4,262 | $435K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 4,250 | $434K |
| Argent Trust Co | 0.02% | No change | 4,230 | $432K |
| Unigestion Holding SA | 0.02% | No change | 4,230 | $432K |
| Gateway Investment Advisers LLC | 0.00% | Add +1.6% | 4,215 | $430K |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 4,164 | $425K |
| Means Investment Co., Inc. | 0.04% | No change | 4,151 | $423K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 4,147 | $423K |
| Phillips Financial Management, LLC | 0.03% | Add +0.7% | 4,061 | $414K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.8% | 3,914 | $412K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +9.3% | 4,029 | $411K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +8.8% | 4,005 | $409K |
| Prelude Capital Management, LLC | 0.03% | New | 4,000 | $408K |
| Somerset Trust Co | 0.15% | Reduce -12.4% | 3,974 | $405K |
| Alliance Wealth Advisors, LLC | 0.10% | Reduce -2.6% | 3,945 | $402K |
| Legacy Wealth Asset Management, LLC | 0.11% | Reduce -6.2% | 3,931 | $401K |
| Huntington National Bank | 0.00% | Add +17.6% | 3,927 | $401K |
| Jones Financial Companies LLLP | 0.00% | Add +83.9% | 3,917 | $400K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -2.8% | 3,879 | $396K |
| River Wealth Advisors LLC | 0.05% | Reduce -2.6% | 3,814 | $389K |
| Virtu Financial LLC | 0.02% | Add +76.9% | 3,791 | $387K |
| Smith Shellnut Wilson LLC | 0.17% | Reduce -0.2% | 3,739 | $381K |
| Marex Group Ltd | 0.01% | New | 3,722 | $380K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +0.8% | 3,680 | $375K |
| Profund Advisors LLC | 0.01% | Add +0.3% | 3,670 | $374K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -22.6% | 3,670 | $374K |
| Mutual Advisors, LLC | 0.01% | Add +13.1% | 3,517 | $373K |
| Jane Street Group, LLC | 0.00% | Reduce -97.0% | 3,632 | $371K |
| Fermata Advisors, LLC | 0.07% | New | 3,620 | $369K |
| W.H. Cornerstone Investments Inc. | 0.24% | Add +0.1% | 3,551 | $362K |
| Unique Wealth, LLC | 0.07% | Add +68.3% | 3,509 | $358K |
| Mufg Securities Americas Inc. | 0.05% | — | 3,504 | $357K |
| Ballentine Partners, LLC | 0.01% | Add +0.8% | 3,489 | $356K |
| Private Trust Co. NA | 0.04% | Add +5.6% | 3,448 | $352K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -23.6% | 3,446 | $352K |
| Alps Advisors Inc. | 0.00% | No change | 3,423 | $349K |
| Canada Post Corp Registered Pension Plan | 0.02% | — | 3,410 | $348K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.7% | 3,275 | $334K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.9% | 3,268 | $333K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -7.9% | 3,268 | $333K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +4.6% | 3,265 | $333K |
| Anchor Investment Management, LLC | 0.03% | Reduce -0.3% | 3,251 | $332K |
| Horizon Investments, LLC | 0.01% | Add +0.8% | 3,239 | $330K |
| Optimize Financial Inc. | 0.25% | — | 3,221 | $329K |
| Meeder Advisory Services, Inc. | 0.02% | Add +9.2% | 3,203 | $327K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -20.9% | 3,203 | $327K |
| BOCHK Asset Management Ltd | 0.10% | New | 3,200 | $326K |
| Wallace Advisory Group, LLC | 0.23% | Add +0.6% | 3,150 | $326K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.4% | 3,162 | $323K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.5% | 3,157 | $322K |
| Ascent Group, LLC | 0.02% | Add +14.9% | 3,128 | $319K |
| Graypoint LLC | 0.02% | Add +0.8% | 3,105 | $317K |
| Intrust Bank NA | 0.03% | Add +27.8% | 3,039 | $310K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,001 | $306K |
| Dempze Nancy E | 0.18% | Reduce -24.1% | 3,000 | $306K |
| Advisory Alpha, LLC | 0.01% | Add +36.1% | 2,973 | $303K |
| Capula Management Ltd | 0.00% | New | 2,954 | $301K |
| Independent Financial Group, LLC | 0.01% | No change | 2,953 | $301K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -10.3% | 2,946 | $301K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,929 | $299K |
| CWA Asset Management Group, LLC | 0.01% | Add +3.7% | 2,916 | $297K |
| Operose Advisors LLC | 0.10% | Reduce -7.0% | 2,900 | $296K |
| Mattern Wealth Management LLC | 0.06% | No change | 2,878 | $294K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.3% | 2,875 | $293K |
| Cynosure Group, LLC | 0.04% | Reduce -20.4% | 2,866 | $292K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.4% | 2,797 | $285K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.8% | 2,770 | $283K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.1% | 2,766 | $282K |
| First Affirmative Financial Network | 0.16% | Reduce -7.1% | 2,737 | $279K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.4% | 2,733 | $279K |
| Evelyn Partners Investment Management Services Ltd | 0.05% | — | 2,720 | $277K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -3.3% | 2,716 | $277K |
| Ewa, LLC | 0.10% | Reduce -0.5% | 2,708 | $276K |
| Trust Asset Management LLC | 0.02% | No change | 2,703 | $276K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.7% | 2,694 | $275K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 2,681 | $274K |
| Kathmere Capital Management, LLC | 0.02% | Add +9.4% | 2,662 | $272K |
| Brightwater Advisory LLC | 0.21% | No change | 2,662 | $272K |
| Burney Co./ | 0.01% | Add +0.9% | 2,655 | $271K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -14.0% | 2,647 | $270K |
| Copperwynd Financial, LLC | 0.07% | Add +2.0% | 2,622 | $268K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -7.4% | 2,620 | $267K |
| Petrus Trust Company, LTA | 0.03% | New | 2,576 | $263K |
| Phillips Wealth Planners LLC | 0.26% | Add +9.2% | 2,571 | $262K |
| Cigna Investments Inc. | 0.05% | No change | 2,543 | $260K |
| MSH Capital Advisors LLC | 0.08% | Add +0.1% | 2,541 | $259K |
| DRW Securities, LLC | 0.02% | Reduce -62.2% | 2,521 | $257K |
| Revisor Wealth Management LLC | 0.23% | Reduce -28.9% | 2,466 | $254K |
| Wedmont Private Capital | 0.01% | Add +6.8% | 2,475 | $252K |
| Burling Wealth Partners, LLC | 0.05% | — | 2,470 | $252K |
| Callahan Advisors, LLC | 0.02% | New | 2,458 | $251K |
| Parallel Advisors, LLC | 0.01% | Add +4.0% | 2,435 | $248K |
| Longboard Asset Management, LP | 0.66% | — | 2,434 | $248K |
| Mather Group, Llc. | 0.00% | Reduce -0.1% | 2,428 | $248K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 2,427 | $248K |
| Regions Financial Corp. | 0.00% | No change | 2,397 | $245K |
| Covenant Partners, LLC | 0.07% | Reduce -2.9% | 2,383 | $243K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 2,380 | $243K |
| Hilltop Holdings Inc. | 0.02% | Add +16.6% | 2,371 | $242K |
| Capital A Wealth Management, LLC | 0.40% | — | 2,365 | $241K |
| Waverly Advisors, LLC | 0.00% | New | 2,362 | $241K |
| ORG Partners LLC | 0.03% | Reduce -4.0% | 2,337 | $238K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,327 | $237K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -4.2% | 2,296 | $234K |
| NewEdge Wealth, LLC | 0.00% | Add +3.5% | 2,270 | $232K |
| Blueshift Asset Management, LLC | 0.08% | New | 2,252 | $230K |
| Trinity Financial Advisors LLC | 0.09% | Add +0.0% | 2,278 | $229K |
| Lake Street Advisors Group, LLC | 0.01% | Add +1.7% | 2,234 | $228K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,214 | $226K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -1.1% | 2,201 | $225K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 2,188 | $223K |
| Fulton Bank, N.A. | 0.01% | Add +1.5% | 2,184 | $223K |
| FourThought Financial Partners, LLC | 0.02% | New | 2,182 | $223K |
| Berkshire Asset Management LLC | 0.01% | New | 2,095 | $222K |
| Smithfield Trust Co | 0.01% | No change | 2,161 | $220K |
| GTS Securities LLC | 0.01% | New | 2,154 | $220K |
| Genesis Private Wealth, LLC | 0.12% | — | 2,148 | $219K |
| GeoWealth Management, LLC | 0.01% | Add +0.5% | 2,103 | $215K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 2,100 | $214K |
| Wealthspire Advisors, LLC | 0.00% | Add +4.2% | 2,093 | $214K |
| Angeles Wealth Management, LLC | 0.02% | New | 2,092 | $213K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.4% | 2,089 | $213K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.2% | 2,081 | $212K |
| Ieq Capital, LLC | 0.00% | Reduce -71.7% | 2,079 | $212K |
| Curi Capital, LLC | 0.00% | Reduce -33.2% | 2,046 | $209K |
| 111 Capital | 0.04% | — | 2,043 | $208K |
| Fullcircle Wealth LLC | 0.08% | New | 1,866 | $207K |
| Transcend Capital Advisors, LLC | 0.01% | Add +1.1% | 2,026 | $207K |
| Mechanics Bank Trust Department | 0.03% | New | 2,015 | $206K |
| Lazard Asset Management LLC | 0.00% | Reduce -35.3% | 2,018 | $205K |
| RBF Capital, LLC | 0.01% | No change | 2,000 | $204K |
| Merit Financial Group, LLC | 0.00% | New | 1,993 | $203K |
| Wood Tarver Financial Group, LLC | 0.07% | — | 1,984 | $202K |
| RFP Financial Group LLC | 0.08% | New | 1,970 | $201K |
| Tower Wealth Partners, Inc. | 0.10% | New | 1,967 | $201K |
| Kapitalo Investimentos Ltda | 0.13% | New | 1,953 | $199K |
| Arax Advisory Partners | 0.01% | Add +25.8% | 1,931 | $197K |
| AlphaCentric Advisors LLC | 0.19% | Reduce -2.8% | 1,863 | $190K |
| Signaturefd, LLC | 0.00% | Add +14.3% | 1,812 | $185K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,801 | $184K |
| Virtus Investment Advisers, LLC | 0.14% | No change | 1,724 | $176K |
| Atlatl Advisers LLC | 0.10% | — | 1,716 | $175K |
| Penserra Capital Management LLC | 0.00% | Add +50.1% | 1,726 | $175K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -23.6% | 1,588 | $162K |
| Trust Co. of Vermont | 0.01% | No change | 1,401 | $143K |
| Promus Capital, LLC | 0.10% | — | 1,323 | $135K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.5% | 1,321 | $135K |
| MAI Capital Management | 0.00% | New | 1,299 | $133K |
| Curio Wealth, LLC | 0.07% | — | 1,200 | $122K |
| Montag A & Associates Inc. | 0.01% | No change | 1,177 | $120K |
| Atticus Wealth Management, LLC | 0.04% | No change | 1,170 | $119K |
| iA Global Asset Management Inc. | 0.00% | Reduce -64.5% | 1,159 | $118K |
| Spire Wealth Management | 0.00% | No change | 1,143 | $117K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +10.7% | 1,103 | $116K |
| CI Investments Inc. | 0.00% | Add +16.2% | 1,128 | $115K |
| Sound Income Strategies, LLC | 0.01% | Add +0.1% | 1,099 | $112K |
| Board of the Pension Protection Fund | 0.12% | — | 1,000 | $102K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,000 | $102K |
| State of Wyoming | 0.01% | Add +17.7% | 964 | $98K |
| Park Place Capital Corp | 0.03% | Add +5.8% | 957 | $98K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.8% | 923 | $94K |
| Blue Trust, Inc. | 0.00% | Reduce -38.7% | 897 | $92K |
| Sentry Investment Management LLC | 0.04% | Reduce -14.1% | 881 | $90K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +0.1% | 850 | $87K |
| Covestor Ltd | 0.05% | Add +22.4% | 832 | $85K |
| Smartleaf Asset Management LLC | 0.01% | Add +34.3% | 811 | $83K |
| Orion Capital Management LLC | 0.04% | New | 807 | $82K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +41.5% | 791 | $81K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.5% | 777 | $79K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -77.4% | 769 | $79K |
| Allworth Financial LP | 0.00% | Add +7.0% | 703 | $74K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.7% | 710 | $72K |
| Cromwell Holdings LLC | 0.04% | No change | 699 | $71K |
| Quent Capital, LLC | 0.01% | No change | 687 | $70K |
| Caldwell Trust Co | 0.01% | No change | 676 | $69K |
| Gables Capital Management Inc. | 0.03% | No change | 668 | $68K |
| Crews Bank & Trust | 0.01% | — | 655 | $67K |
| Continuum Advisory, LLC | 0.01% | No change | 625 | $64K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 589 | $60K |
| Avior Wealth Management, LLC | 0.00% | Reduce -1.8% | 561 | $57K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -29.3% | 535 | $55K |
| Cary Street Partners Financial LLC | 0.00% | — | 531 | $54K |
| Asset Dedication, LLC | 0.00% | No change | 506 | $52K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +0.2% | 506 | $51K |
| PSI Advisors, LLC | 0.02% | No change | 498 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +79.5% | 490 | $50K |
| Colonial Trust Co / SC | 0.01% | Add +1.3% | 466 | $48K |
| Oarsman Capital, Inc. | 0.01% | Reduce -7.4% | 450 | $46K |
| Intelligent Financial Strategies | 0.03% | No change | 445 | $45K |
| Brooklyn Investment Group | 0.01% | Add +75.5% | 444 | $45K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -0.2% | 434 | $44K |
| First PREMIER Bank | 0.01% | No change | 424 | $43K |
| Versant Capital Management, Inc | 0.01% | Add +130.7% | 413 | $42K |
| Alaska Permanent Fund Corp | 0.00% | No change | 412 | $42K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 410 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 400 | $41K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 399 | $41K |
| TFC Financial Management, Inc. | 0.01% | No change | 386 | $39K |
| SBI Securities Co., Ltd. | 0.00% | — | 358 | $37K |
| Lindbrook Capital, LLC | 0.00% | Add +6.4% | 349 | $36K |
| Quadrant Capital Group LLC | 0.00% | No change | 348 | $36K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -99.6% | 345 | $35K |
| Larson Financial Group LLC | 0.00% | Add +18.0% | 321 | $33K |
| Hexagon Capital Partners LLC | 0.01% | Add +445.6% | 311 | $32K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.8% | 311 | $32K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 303 | $31K |
| R Squared Ltd | 0.03% | — | 300 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Add +581.8% | 300 | $31K |
| Johnson Financial Group, Inc. | 0.00% | Add +534.1% | 279 | $29K |
| Hemington Wealth Management | 0.01% | Add +19.5% | 276 | $28K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 272 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 267 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 250 | $26K |
| Quarry LP | 0.01% | Reduce -67.8% | 243 | $25K |
| Kings Path Partners LLC | 0.01% | No change | 231 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 223 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 205 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 204 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -0.5% | 198 | $20K |
| LGT Financial Advisors LLC | 0.04% | No change | 188 | $19K |
| Key Financial Inc | 0.00% | Add +122.6% | 187 | $19K |
| Assetmark, Inc. | 0.00% | Add +83.7% | 180 | $18K |
| Financial Life Planners | 0.01% | — | 173 | $18K |
| WR Wealth Planners, LLC | 0.01% | No change | 161 | $16K |
| Citadel Advisors | 0.00% | New | 159 | $16K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 159 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 154 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 150 | $15K |
| Truvestments Capital LLC | 0.00% | No change | 149 | $15K |
| Red Tortoise LLC | 0.01% | No change | 147 | $15K |
| Rothschild Investment LLC | 0.00% | Add +2.1% | 143 | $15K |
| Leonteq Securities AG | 0.00% | New | 139 | $14K |
| Eastern Bank | 0.00% | No change | 137 | $14K |
| SRH Advisors, LLC | 0.00% | No change | 136 | $14K |
| Itau Unibanco Holding S.A. | 0.00% | New | 135 | $14K |
| Cyrus J. Lawrence, LLC | 0.00% | New | 125 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 115 | $12K |
| Optiver Holding B.V. | 0.00% | Add +5.6% | 113 | $12K |
| Caitlin John, LLC | 0.01% | Reduce -57.5% | 110 | $11K |
| Whipplewood Advisors, LLC | 0.01% | — | 107 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | Add +4.0% | 104 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 93 | $9K |
| Sierra Ocean, LLC | 0.01% | — | 90 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +18.7% | 89 | $9K |
| SouthState Bank Corp | 0.00% | New | 88 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 85 | $9K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 84 | $9K |
| Copia Wealth Management | 0.01% | — | 70 | $7K |
| Modus Advisors, LLC | 0.00% | New | 60 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +5.6% | 57 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $6K |
| City State Bank | 0.00% | No change | 54 | $6K |
| Bogart Wealth, LLC | 0.00% | New | 49 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -3.9% | 49 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 48 | $5K |
| Transce3nd, LLC | 0.00% | — | 47 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 45 | $5K |
| West Paces Advisors Inc. | 0.00% | No change | 44 | $4K |
| First Pacific Financial | 0.00% | Add +15.8% | 44 | $4K |
| Concord Wealth Partners | 0.00% | No change | 44 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 43 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 41 | $4K |
| Millstone Evans Group, LLC | 0.00% | — | 40 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 40 | $4K |
| Avion Wealth | 0.00% | Add +21.6% | 45 | $4K |
| Abound Wealth Management | 0.00% | Add +457.1% | 39 | $4K |
| Sachetta, LLC | 0.00% | No change | 38 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 38 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 36 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 35 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 33 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -13.9% | 31 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.2% | 31 | $3K |
| FLP Wealth Management, LLC | 0.01% | — | 29 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +64.7% | 28 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 27 | $3K |
| Sittner & Nelson, LLC | 0.00% | New | 25 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 23 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 19 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 20 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -93.0% | 19 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 19 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 19 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | — | 17 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 15 | $2K |
| DT Investment Partners, LLC | 0.00% | No change | 15 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 15 | $2K |
| Fairman Group, LLC | 0.00% | Reduce -51.7% | 14 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $1K |
| Clark Wealth Partners | 0.00% | — | 13 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 11 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $1K |
| Riverview Trust Co | 0.00% | No change | 10 | $1K |
| Global Financial Private Client, LLC | 0.00% | New | 8 | $816 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -74.1% | 7 | $714 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 6 | $612 |
| CVA Family Office, LLC | 0.00% | No change | 6 | $612 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 5 | $511 |
| Principia Wealth Advisory, LLC | 0.00% | — | 5 | $510 |
| Old Second National Bank of Aurora | 0.00% | New | 5 | $510 |
| Winnacle Wealth LLC | 0.00% | — | 5 | $490 |
| Rakuten Securities, Inc. | 0.00% | New | 3 | $306 |
| Lanark Financial, Inc. | 0.02% | — | 2 | $236 |
| Anderson Financial Strategies, LLC | 0.00% | — | 2 | $204 |
| WestEnd Advisors, LLC | 0.00% | No change | 2 | $204 |
| NewSquare Capital LLC | 0.00% | New | 2 | $204 |
| Activest Wealth Management | 0.00% | New | 1 | $102 |
| Y.D. More Investments Ltd | 0.00% | Add +122.7% | 294 | $82 |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.