Brown & BrownBRO

13F holders, Q4 2024 (December 31)
873holders +53
70new positions
61sold out
8famous investors
$101.99avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions70$112.7M
Exits61$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.