Brown & BrownBRO
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 930 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, up 20 from Q1 2025. 118 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock, Inc. ($2.3B) and Principal Financial Group Inc. ($1.5B). 9 famous investors held it, including George Soros (3.0% of Soros Fund Management's portfolio), Francois Rochon (1.2% of Giverny Capital's portfolio) and Ken Griffin (0.5% of Citadel Advisors's portfolio).
- Company
- Brown & Brown Inc.
- Sector
- Finance
- CUSIP
- 115236101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $1.7B |
| Exits | 99 | $369.1M |
All 13F filers, Q1 2025 → Q2 2025: 61,445,951 shares bought and 14,221,132 shares sold, net +47,224,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 930 holders
| Vanguard Group Inc. | 0.06% | Add +16.8% | 35,625,322 | $3.9B |
| BlackRock, Inc. | 0.04% | Add +11.6% | 20,516,565 | $2.3B |
| Principal Financial Group Inc. | 0.80% | Add +5.1% | 13,594,961 | $1.5B |
| State Street Corp. | 0.05% | Add +11.3% | 12,460,821 | $1.4B |
| Capital World Investors | 0.16% | Add +16.8% | 9,651,397 | $1.1B |
| FMR LLC | 0.05% | Add +1479.7% | 8,439,534 | $935.7M |
| Geode Capital Management, LLC | 0.06% | Add +16.6% | 7,369,576 | $813.6M |
| Parnassus Investments, LLC | 1.79% | Reduce -2.9% | 7,017,120 | $778.0M |
| Select Equity Group, L.P. | 2.71% | Reduce -8.4% | 5,745,705 | $637.0M |
| Morgan Stanley | 0.04% | Reduce -22.7% | 5,721,498 | $634.3M |
| Citadel Advisors | 0.51% | Add +40523.9% | 5,267,297 | $584.0M |
| Balyasny Asset Management L.P. | 1.14% | Add +96891.3% | 4,456,748 | $494.1M |
| Invesco Ltd. | 0.08% | Add +1.1% | 4,166,370 | $461.9M |
| Norges Bank | 0.05% | Add +26.4% | 3,912,149 | $433.7M |
| Allspring Global Investments Holdings, LLC | 0.62% | Reduce -8.0% | 3,411,227 | $371.6M |
| Royal Bank of Canada | 0.07% | Add +4.3% | 3,195,523 | $354.3M |
| Wells Fargo & Company | 0.08% | Reduce -3.3% | 3,143,994 | $348.6M |
| Barclays PLC | 0.13% | Add +25.1% | 2,981,838 | $330.6M |
| Bank of America Corp. | 0.02% | Add +16.8% | 2,703,009 | $299.7M |
| Northern Trust Corp. | 0.04% | Add +7.0% | 2,518,757 | $279.3M |
| Caisse de depot et placement du Quebec | 0.58% | Add +6673.0% | 2,438,354 | $270.3M |
| Manufacturers Life Insurance Company, The | 0.23% | Reduce -1.5% | 2,344,254 | $259.9M |
| Fenimore Asset Management Inc | 4.74% | Reduce -0.2% | 2,140,192 | $237.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +6.3% | 2,132,117 | $236.4M |
| Ghisallo Capital Management LLC | 6.22% | New | 2,100,000 | $232.8M |
| Madison Asset Management, LLC | 2.45% | Reduce -0.9% | 2,042,286 | $226.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +20.8% | 1,915,992 | $212.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.39% | Add +61270.8% | 1,736,179 | $192.5M |
| Deutsche Bank AG | 0.07% | Add +59.0% | 1,634,964 | $181.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +17.9% | 1,621,421 | $179.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.1% | 1,552,011 | $172.1M |
| Boston Partners | 0.19% | New | 1,544,503 | $171.2M |
| Chilton Investment Co. Inc. | 3.69% | Add +38.1% | 1,500,600 | $166.4M |
| Royal London Asset Management Ltd. | 0.37% | Reduce -16.5% | 1,444,467 | $160.1M |
| CIBC Private Wealth Group LLC | 0.28% | Add +1.1% | 1,421,189 | $157.6M |
| ProShare Advisors LLC | 0.31% | Reduce -15.7% | 1,405,977 | $155.9M |
| Bank of New York Mellon Corp | 0.03% | Add +3.1% | 1,368,855 | $151.8M |
| Handelsbanken Fonder AB | 0.50% | Reduce -4.1% | 1,260,034 | $139.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.33% | Reduce -23.8% | 1,234,443 | $136.9M |
| Freestone Grove Partners LP | 0.96% | New | 1,144,514 | $126.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -2.9% | 1,135,901 | $125.9M |
| Natixis Advisors, LLC | 0.20% | Add +18.0% | 1,130,631 | $125.4M |
| Legal & General Group Plc | 0.03% | Reduce -0.4% | 1,117,213 | $123.9M |
| Woodline Partners LP | 0.63% | New | 1,079,076 | $119.6M |
| Gobi Capital LLC | 5.80% | Reduce -0.9% | 1,056,704 | $117.2M |
| Soros Fund Management | 2.96% | New | 1,000,000 | $110.9M |
| Jain Global LLC | 1.81% | New | 997,801 | $110.6M |
| Assenagon Asset Management S.A. | 0.17% | Add +51.5% | 952,423 | $105.6M |
| Two Sigma Investments, LP | 0.20% | New | 945,650 | $104.8M |
| California Public Employees Retirement System | 0.07% | Reduce -13.7% | 924,422 | $102.5M |
| Millennium Management | 0.09% | Add +42.2% | 924,182 | $102.5M |
| UBS Group AG | 0.02% | Reduce -28.3% | 892,199 | $98.9M |
| Swiss National Bank | 0.06% | Add +29.5% | 887,700 | $98.4M |
| Macquarie Group Ltd. | 0.12% | Add +12.6% | 860,755 | $95.4M |
| Congress Asset Management Co. | 0.64% | Reduce -24.3% | 840,488 | $93.2M |
| Tandem Investment Advisors, Inc. | 3.17% | Add +6.7% | 816,177 | $90.5M |
| Amundi | 0.03% | Add +164.5% | 832,677 | $89.8M |
| Renaissance Technologies | 0.12% | Add +364.2% | 803,112 | $89.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +30.6% | 760,893 | $84.4M |
| Seven Grand Managers, LLC | 9.97% | New | 750,000 | $83.2M |
| Burkehill Global Management, LP | 6.14% | New | 750,000 | $83.2M |
| Clarkston Capital Partners, LLC | 1.76% | Reduce -21.5% | 745,985 | $82.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.5% | 741,295 | $82.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.6% | 714,668 | $79.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.5% | 706,967 | $78.4M |
| Nuveen, LLC | 0.02% | Add +20.4% | 705,582 | $78.2M |
| Prana Capital Management, LP | 2.81% | New | 700,592 | $77.7M |
| Adage Capital Partners Gp, L.L.C. | 0.13% | New | 676,700 | $75.0M |
| First Trust Advisors LP | 0.06% | Reduce -1.8% | 644,202 | $71.4M |
| Sei Investments Co. | 0.08% | Add +4.7% | 631,809 | $70.0M |
| Brown Brothers Harriman & Co. | 0.45% | Reduce -1.6% | 630,158 | $69.9M |
| Holocene Advisors, LP | 0.17% | New | 606,427 | $67.2M |
| Rathbones Group PLC | 0.28% | Add +45.0% | 589,460 | $65.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +24.6% | 586,834 | $65.1M |
| D. E. Shaw & Co. | 0.07% | Add +439.2% | 583,720 | $64.7M |
| Snyder Capital Management L P | 1.35% | Add +3.9% | 572,783 | $63.5M |
| BNP Paribas Financial Markets | 0.05% | Add +77.3% | 561,041 | $62.2M |
| HSBC Holdings PLC | 0.04% | Add +13.0% | 553,932 | $61.3M |
| Polar Capital Holdings Plc | 0.32% | Add +27.1% | 540,000 | $59.9M |
| Squarepoint Ops LLC | 0.13% | Add +572.9% | 539,363 | $59.8M |
| Rhumbline Advisers | 0.05% | Add +3.3% | 530,691 | $58.8M |
| Schwartz Investment Counsel Inc. | 1.90% | No change | 519,150 | $57.6M |
| Bank of Montreal | 0.03% | Reduce -3.1% | 515,601 | $57.2M |
| Nordea Investment Management AB | 0.05% | Reduce -19.5% | 514,958 | $56.4M |
| Dundas Partners LLP | 3.88% | No change | 503,111 | $55.8M |
| Captrust Financial Advisors | 0.12% | Reduce -23.3% | 498,559 | $55.3M |
| Verition Fund Management LLC | 0.32% | Add +794.3% | 487,054 | $54.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.12% | Reduce -8.4% | 486,470 | $53.9M |
| Vest Financial, LLC | 0.72% | Reduce -13.5% | 461,439 | $51.2M |
| Gillson Capital LP | 3.87% | New | 456,930 | $50.7M |
| Robeco Institutional Asset Management B.V. | 0.08% | Add +91.9% | 451,153 | $50.0M |
| TimesSquare Capital Management, LLC | 0.72% | Add +25.2% | 449,542 | $49.8M |
| Abn Amro Investment Solutions | 0.99% | Reduce -5.5% | 447,209 | $49.6M |
| EULAV Asset Management | 1.16% | No change | 444,900 | $49.3M |
| Citigroup Inc. | 0.03% | Add +46.1% | 408,784 | $45.3M |
| Nomura Asset Management Co. Ltd. | 0.12% | Reduce -5.8% | 402,636 | $44.6M |
| Cookson Peirce & Co. Inc. | 1.91% | Reduce -2.1% | 391,711 | $43.4M |
| Stifel Financial Corp. | 0.04% | Add +8.7% | 388,660 | $43.1M |
| Storebrand Asset Management As | 0.12% | Reduce -49.4% | 373,205 | $41.4M |
| California State Teachers Retirement System | 0.05% | Add +8.6% | 373,135 | $41.4M |
| APG Asset Management N.V. | 0.12% | Add +29.2% | 420,627 | $39.7M |
| Pictet Asset Management Holding SA | 0.04% | Add +4.1% | 357,313 | $39.6M |
| Blackstone Inc. | 0.17% | New | 350,000 | $38.8M |
| National Pension Service | 0.03% | Add +0.8% | 344,237 | $38.2M |
| Corient Private Wealth LP | 0.05% | Reduce -19.0% | 343,415 | $38.1M |
| Port Capital LLC | 1.61% | Add +8.3% | 342,180 | $37.9M |
| Osterweis Capital Management Inc. | 2.27% | Add +9.7% | 330,223 | $36.6M |
| Schonfeld Strategic Advisors LLC | 0.27% | Add +12361.9% | 327,375 | $36.3M |
| Giverny Capital | 1.22% | Add +9.2% | 321,637 | $35.7M |
| Ferguson Wellman Capital Management, Inc. | 0.62% | Add +2.5% | 319,831 | $35.5M |
| Cresset Asset Management, LLC | 0.17% | Reduce -1.3% | 307,951 | $34.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -45.9% | 303,061 | $33.6M |
| Confluence Investment Management LLC | 0.47% | Reduce -39.3% | 299,805 | $33.2M |
| Jefferies Financial Group Inc. | 0.57% | Add +1120.7% | 298,641 | $33.1M |
| Vancity Investment Management Ltd | 4.09% | Reduce -1.9% | 292,138 | $32.4M |
| Allianz Asset Management GmbH | 0.04% | Add +1.9% | 291,886 | $32.4M |
| Prospector Partners LLC | 3.66% | Reduce -0.6% | 281,877 | $31.3M |
| FIL Ltd | 0.03% | Reduce -55.1% | 277,849 | $30.8M |
| LPL Financial LLC | 0.01% | Reduce -2.1% | 275,626 | $30.6M |
| Renaissance Group LLC | 1.19% | Reduce -14.4% | 274,557 | $30.4M |
| PhiloSmith Capital Corp | 8.40% | No change | 272,450 | $30.2M |
| Danske Bank A/S | 0.07% | Reduce -24.5% | 270,231 | $30.0M |
| Truist Financial Corp. | 0.04% | Reduce -5.0% | 266,206 | $29.5M |
| Alliancebernstein L.P. | 0.01% | Add +6.1% | 262,450 | $29.1M |
| Local Pensions Partnership Investment Ltd | 0.54% | Reduce -7.8% | 262,000 | $29.0M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +1.2% | 261,767 | $29.0M |
| DekaBank Deutsche Girozentrale | 0.05% | Add +3.4% | 260,347 | $28.6M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 254,091 | $28.2M |
| Element Capital Management LLC | 67.74% | New | 250,000 | $27.7M |
| Gotham Asset Management | 0.16% | Add +15.4% | 248,076 | $27.5M |
| Fortress Investment Group LLC | 3.84% | New | 240,000 | $26.6M |
| Candriam S.C.A. | 0.15% | Reduce -15.6% | 230,393 | $25.5M |
| Motley Fool Wealth Management, LLC | 1.52% | Reduce -10.5% | 226,913 | $25.2M |
| TD Asset Management Inc | 0.02% | Reduce -7.7% | 225,098 | $25.0M |
| Longaeva Partners L.P. | 6.11% | New | 225,000 | $24.9M |
| Moore Capital Management, LP | 0.53% | New | 223,360 | $24.8M |
| Tidal Investments LLC | 0.16% | Add +786.1% | 216,647 | $24.0M |
| Federated Hermes, Inc. | 0.04% | Add +1413.8% | 213,101 | $23.6M |
| New York State Teachers Retirement System | 0.05% | Add +1.1% | 210,275 | $23.3M |
| Intech Investment Management LLC | 0.21% | Reduce -28.7% | 204,705 | $22.7M |
| Centiva Capital, LP | 1.49% | Add +6304.1% | 203,074 | $22.5M |
| Summit Wealth Partners, LLC | 4.26% | No change | 201,700 | $22.4M |
| National Bank of Canada | 0.02% | Add +3.0% | 199,724 | $22.1M |
| Prudential Financial Inc. | 0.03% | Add +57.1% | 193,845 | $21.5M |
| Two Sigma Advisers, LP | 0.04% | New | 193,291 | $21.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.30% | Add +21.6% | 182,669 | $20.3M |
| Baird Financial Group, Inc. | 0.03% | Add +2.0% | 178,800 | $19.8M |
| Whittier Trust Co. | 0.24% | Add +2.3% | 177,491 | $19.7M |
| State of Wisconsin Investment Board | 0.05% | Add +13.0% | 177,436 | $19.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -6.0% | 169,865 | $18.9M |
| Aberdeen Group plc | 0.03% | Add +3.4% | 169,556 | $18.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -47.8% | 169,139 | $18.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.1% | 168,208 | $18.6M |
| Ensign Peak Advisors, Inc | 0.03% | Add +17.2% | 164,209 | $18.2M |
| Korea Investment CORP | 0.04% | Add +41.8% | 163,438 | $18.1M |
| Sculptor Capital LP | 0.46% | New | 159,000 | $17.6M |
| Bar Harbor Wealth Management | 1.13% | Reduce -1.1% | 158,761 | $17.6M |
| Aviva PLC | 0.04% | Add +163.9% | 158,370 | $17.6M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -2.2% | 156,918 | $17.4M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -28.5% | 154,842 | $17.2M |
| Running Oak Capital LLC | 1.87% | Add +8.2% | 152,040 | $16.9M |
| Voya Investment Management LLC | 0.02% | Reduce -27.5% | 148,144 | $16.4M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +18.9% | 147,924 | $16.4M |
| Toronto Dominion Bank | 0.04% | Add +53.7% | 145,826 | $16.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +3.1% | 137,270 | $15.2M |
| Sterling Capital Management LLC | 0.21% | Reduce -22.6% | 134,888 | $15.0M |
| 1832 Asset Management L.P. | 0.03% | Reduce -7.1% | 132,634 | $14.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.13% | Add +33.8% | 130,643 | $14.5M |
| TrinityBridge Ltd | 0.42% | Reduce -89.7% | 129,811 | $14.4M |
| New York State Common Retirement Fund | 0.02% | Add +12.8% | 129,125 | $14.3M |
| Treasurer of the State of North Carolina | 0.05% | Add +17.8% | 128,735 | $14.3M |
| Resona Asset Management Co.,Ltd. | 0.07% | Add +18.9% | 127,797 | $14.1M |
| Wellington Management Group LLP | 0.00% | Add +16.5% | 122,140 | $13.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -54.4% | 120,869 | $13.4M |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 120,565 | $13.4M |
| Mattern Capital Management, LLC | 1.59% | Add +0.5% | 119,198 | $13.2M |
| UMB Bank, n.a. | 0.20% | Reduce -0.1% | 117,815 | $13.1M |
| Lighthouse Investment Partners, LLC | 0.55% | New | 114,028 | $12.6M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -4.0% | 113,762 | $12.6M |
| Vaughan David Investments LLC | 0.28% | No change | 113,372 | $12.6M |
| Moran Wealth Management, LLC | 0.39% | Add +1.6% | 113,137 | $12.5M |
| CW Advisors, LLC | 0.12% | Reduce -10.7% | 112,312 | $12.2M |
| Lountzis Asset Management, LLC | 4.24% | Reduce -0.3% | 108,718 | $12.1M |
| Quantinno Capital Management LP | 0.05% | Add +16.5% | 108,626 | $12.0M |
| Yousif Capital Management, LLC | 0.13% | Reduce -6.1% | 107,758 | $11.9M |
| Asset Management One Co., Ltd. | 0.04% | Add +5.6% | 107,126 | $11.9M |
| Kennedy Capital Management LLC | 0.28% | Reduce -4.3% | 106,975 | $11.9M |
| Guggenheim Capital LLC | 0.10% | Reduce -16.2% | 106,187 | $11.8M |
| Susquehanna International Group, LLP | 0.02% | Add +164.2% | 104,814 | $11.6M |
| Visualize Group LP | 3.75% | Reduce -75.5% | 75,100 | $11.2M |
| KLP Kapitalforvaltning As | 0.05% | Add +22.2% | 101,200 | $11.2M |
| WealthPlan Investment Management, LLC | 0.81% | Add +8.5% | 100,908 | $11.2M |
| Cinctive Capital Management LP | 0.62% | New | 99,886 | $11.1M |
| Pictet North America Advisors SA | 1.11% | Reduce -0.7% | 99,377 | $11.0M |
| CIBC Asset Management Inc | 0.03% | Add +48.5% | 98,968 | $11.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Add +88.3% | 98,935 | $11.0M |
| OMERS ADMINISTRATION Corp | 0.09% | Reduce -29.5% | 98,571 | $10.9M |
| Natixis | 0.05% | Add +3466.2% | 98,499 | $10.9M |
| Quantum Capital Management, LLC / NJ | 1.17% | Reduce -10.6% | 97,277 | $10.8M |
| Shell Asset Management Co. | 0.37% | Reduce -1.3% | 96,166 | $10.7M |
| Speece Thorson Capital Group Inc. | 2.16% | Add +1.9% | 95,854 | $10.6M |
| Andra AP-fonden | 0.15% | Add +320.1% | 95,804 | $10.6M |
| Spring Capital Management, LLC | 5.60% | Reduce -0.5% | 95,745 | $10.6M |
| Rafferty Asset Management, LLC | 0.03% | Add +19.7% | 93,133 | $10.3M |
| Cooper Investors PTY Ltd. | 1.87% | Reduce -11.5% | 92,540 | $10.3M |
| Hantz Financial Services, Inc. | 0.16% | Reduce -12.1% | 91,396 | $10.1M |
| First Merchants Corp. | 0.39% | Reduce -0.9% | 91,055 | $10.1M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Add +3.9% | 91,000 | $10.1M |
| Bank of Nova Scotia | 0.02% | Add +226.1% | 90,257 | $10.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -35.7% | 89,972 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -3.3% | 89,969 | $10.0M |
| Heron Bay Capital Management | 1.96% | Reduce -8.2% | 89,889 | $10.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Add +15.2% | 88,568 | $9.8M |
| Whittier Trust Co. of Nevada Inc. | 0.22% | Add +3.2% | 88,246 | $9.8M |
| Marks Group Wealth Management, Inc | 0.91% | Add +0.9% | 87,901 | $9.7M |
| Man Group plc | 0.02% | Reduce -32.0% | 86,048 | $9.5M |
| Motley Fool Asset Management LLC | 0.44% | Reduce -2.1% | 85,864 | $9.5M |
| Arizona State Retirement System | 0.05% | Add +21.9% | 85,664 | $9.5M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -17.0% | 80,534 | $8.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +2.1% | 79,709 | $8.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Reduce -13.9% | 79,697 | $8.8M |
| Janus Henderson Group PLC | 0.00% | Add +166.7% | 78,654 | $8.7M |
| State of Michigan Retirement System | 0.04% | Add +18.3% | 76,151 | $8.4M |
| Comerica Bank | 0.03% | Reduce -7.6% | 75,164 | $8.3M |
| BCM Advisors, LLC | 1.73% | No change | 88,250 | $8.1M |
| Teacher Retirement System of Texas | 0.03% | Add +33.3% | 73,087 | $8.1M |
| HWG Holdings LP | 2.37% | Add +3.6% | 73,024 | $8.1M |
| MetLife Investment Management, LLC | 0.05% | Add +9.7% | 72,661 | $8.1M |
| Forte Capital LLC | 0.84% | Add +1.2% | 70,802 | $7.8M |
| Creative Planning | 0.01% | Add +5.1% | 70,198 | $7.8M |
| Nisa Investment Advisors, LLC | 0.03% | Add +0.7% | 69,590 | $7.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +26.6% | 68,738 | $7.6M |
| Czech National Bank | 0.06% | Add +25.7% | 68,508 | $7.6M |
| Ibex Wealth Advisors | 0.80% | Reduce -1.0% | 67,426 | $7.5M |
| AQR Capital Management | 0.01% | Add +102.4% | 67,695 | $7.5M |
| Boston Trust Walden Corp | 0.05% | Reduce -1.2% | 66,942 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.7% | 65,588 | $7.3M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -73.5% | 62,762 | $7.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +24.5% | 61,520 | $6.8M |
| AMF Tjanstepension AB | 0.05% | New | 61,316 | $6.8M |
| Retirement Systems of Alabama | 0.02% | Add +19.6% | 60,975 | $6.8M |
| Benjamin Edwards Inc. | 0.08% | Reduce -31.1% | 59,950 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +107.3% | 59,350 | $6.5M |
| NewEdge Advisors, LLC | 0.03% | Add +204.0% | 57,665 | $6.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -9.1% | 57,657 | $6.4M |
| Leavell Investment Management, Inc. | 0.29% | Reduce -1.1% | 57,494 | $6.4M |
| DNB Asset Management AS | 0.03% | Add +25.6% | 57,227 | $6.3M |
| Stonebridge Financial Group, LLC | 0.60% | Reduce -1.2% | 55,577 | $6.2M |
| Wilson Asset Management (international) PTY Ltd. | 1.48% | Reduce -62.0% | 54,440 | $6.0M |
| Worldquant Millennium Advisors LLC | 0.03% | Reduce -89.9% | 54,092 | $6.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1824.7% | 53,103 | $5.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +3.4% | 52,985 | $5.9M |
| IFM Investors Pty Ltd | 0.06% | Add +17.3% | 52,258 | $5.8M |
| Interval Partners, LP | 0.13% | New | 51,763 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -15.0% | 51,578 | $5.7M |
| Park National Corp. | 0.19% | Reduce -0.1% | 51,575 | $5.7M |
| Xponance LLC | 0.05% | Add +14.9% | 50,763 | $5.6M |
| &partners | 0.04% | Add +23.4% | 50,765 | $5.6M |
| Amalgamated Bank | 0.04% | Reduce -3.4% | 50,461 | $5.6M |
| Mogy Joel R Investment Counsel Inc. | 0.32% | Add +13.1% | 50,416 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +809.6% | 50,618 | $5.5M |
| Copeland Capital Management, LLC | 0.11% | New | 49,473 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 46,376 | $5.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.8% | 46,119 | $5.1M |
| Forsta Ap-Fonden | 0.03% | Add +5.8% | 45,800 | $5.1M |
| Tower Bridge Advisors | 0.55% | Add +11.7% | 45,693 | $5.1M |
| Lombard Odier Asset Management (USA) Corp | 1.57% | Add +242.9% | 45,528 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -49.0% | 45,219 | $5.0M |
| iSAM Funds (UK) Ltd | 1.09% | New | 44,775 | $5.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -84.6% | 44,485 | $4.9M |
| WCM Investment Management, LLC | 0.01% | Reduce -2.0% | 44,576 | $4.9M |
| ExodusPoint Capital Management, LP | 0.06% | New | 43,786 | $4.9M |
| First National Bank of Omaha | 0.31% | Reduce -3.8% | 43,675 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Add +12.0% | 42,192 | $4.7M |
| Cerity Partners LLC | 0.01% | Reduce -14.6% | 42,097 | $4.7M |
| Kelleher Financial Advisors | 1.62% | No change | 42,048 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +19.0% | 41,795 | $4.6M |
| KBC Group NV | 0.01% | Add +20.5% | 41,584 | $4.6M |
| Utah Retirement Systems | 0.05% | Add +4.6% | 41,204 | $4.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.58% | Add +12.0% | 40,678 | $4.5M |
| Capital Fund Management S.A. | 0.05% | New | 40,621 | $4.5M |
| Zimmer Partners, LP | 0.10% | New | 40,385 | $4.5M |
| Silphium Asset Management Ltd | 1.59% | Reduce -17.6% | 40,223 | $4.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -18.8% | 39,886 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -10.2% | 39,391 | $4.4M |
| Dorsey Wright & Associates | 1.03% | Add +4.8% | 39,113 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.7% | 39,073 | $4.3M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +40.3% | 37,958 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +0.1% | 37,679 | $4.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -7.2% | 37,135 | $4.1M |
| Laurion Capital Management LP | 0.49% | New | 36,654 | $4.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.2% | 36,159 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -19.9% | 36,097 | $4.0M |
| FJ Capital Management LLC | 0.42% | New | 35,958 | $4.0M |
| Catalyst Capital Advisors LLC | 0.08% | Reduce -4.3% | 35,893 | $4.0M |
| Quantbot Technologies LP | 0.10% | Add +263.8% | 35,837 | $4.0M |
| Integrity Financial Corp | 2.02% | Add +0.0% | 35,775 | $4.0M |
| Cibc World Markets Corp. | 0.03% | Add +23.8% | 35,771 | $4.0M |
| WealthPLAN Partners, LLC | 0.64% | Reduce -29.7% | 35,691 | $4.0M |
| First National Advisers, LLC | 0.57% | Reduce -0.1% | 35,241 | $3.9M |
| Threadgill Financial, LLC | 2.08% | Add +1.4% | 35,051 | $3.9M |
| Southeast Asset Advisors, LLC | 0.45% | Reduce -0.5% | 34,112 | $3.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.8% | 33,922 | $3.8M |
| Summit Financial, LLC | 0.08% | Reduce -4.5% | 33,830 | $3.8M |
| Legacy Financial Strategies, LLC | 0.74% | Reduce -5.6% | 33,810 | $3.7M |
| Pacer Advisors, Inc. | 0.01% | Add +24.2% | 33,327 | $3.7M |
| Independent Advisor Alliance | 0.11% | Reduce -1.4% | 33,294 | $3.7M |
| CHB Investment Group, LLC | 1.86% | Add +11.8% | 32,818 | $3.6M |
| Lynwood Price Capital Management LP | 1.81% | New | 32,800 | $3.6M |
| AXA S.A. | 0.01% | Add +0.7% | 32,679 | $3.6M |
| Mgo One Seven LLC | 0.12% | Add +88.0% | 32,629 | $3.6M |
| New York Life Investment Management LLC | 0.03% | Add +1.9% | 32,400 | $3.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.2% | 31,906 | $3.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +4.9% | 31,570 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +13.2% | 31,483 | $3.5M |
| Mitchell Capital Management Co. | 0.64% | Add +69.9% | 32,906 | $3.4M |
| Faithward Advisors, LLC | 0.53% | Add +3.2% | 30,750 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | New | 30,749 | $3.4M |
| Numerai GP LLC | 0.49% | Reduce -1.6% | 30,431 | $3.4M |
| Jackson Wealth Management, LLC | 0.36% | Reduce -2.0% | 30,113 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5.0% | 30,024 | $3.3M |
| Brant Point Investment Management LLC | 0.76% | New | 30,000 | $3.3M |
| OP Asset Management Ltd | 0.05% | Add +16.0% | 29,745 | $3.3M |
| Brevan Howard Capital Management LP | 0.04% | New | 29,716 | $3.3M |
| Ethic Inc. | 0.06% | Add +6.3% | 30,059 | $3.3M |
| Elser Financial Planning, Inc | 4.09% | Reduce -0.0% | 29,554 | $3.3M |
| Empowered Funds, LLC | 0.04% | Reduce -33.4% | 29,519 | $3.3M |
| Penobscot Investment Management Company, Inc. | 0.28% | Add +0.7% | 29,343 | $3.3M |
| Brookstone Capital Management | 0.04% | Add +271.3% | 29,267 | $3.2M |
| Vaughan Nelson Investment Management, L.P. | 0.03% | Reduce -52.2% | 29,135 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +12.6% | 28,579 | $3.2M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -0.5% | 28,067 | $3.1M |
| New Age Alpha Advisors, LLC | 0.14% | Reduce -10.6% | 27,895 | $3.1M |
| Agf Management Ltd. | 0.01% | Add +17.3% | 27,630 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -3.0% | 27,470 | $3.0M |
| Advisory Services Network, LLC | 0.05% | Reduce -36.5% | 33,320 | $3.0M |
| Cim, LLC | 0.41% | Add +6.8% | 27,225 | $3.0M |
| Ironwood Investment Counsel, LLC | 0.46% | Reduce -0.1% | 27,063 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.4% | 26,367 | $2.9M |
| Roundview Capital LLC | 0.19% | Add +11.0% | 26,189 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Add +10.8% | 25,838 | $2.9M |
| UniSuper Management Pty Ltd | 0.02% | Add +6.5% | 25,757 | $2.9M |
| Crawford Investment Counsel Inc. | 0.05% | Reduce -14.4% | 25,676 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.0% | 25,213 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -2.5% | 25,117 | $2.8M |
| Covey Capital Advisors, LLC | 3.00% | Reduce -13.9% | 25,115 | $2.8M |
| D L Carlson Investment Group Inc. | 0.50% | Reduce -33.6% | 24,888 | $2.8M |
| Stephens Inc. | 0.04% | Add +0.4% | 24,762 | $2.7M |
| Peninsula Asset Management Inc. | 1.44% | Add +0.8% | 24,520 | $2.7M |
| Pinebridge Investments, L.P. | 0.02% | New | 24,301 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +18.1% | 24,089 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +1.5% | 24,063 | $2.7M |
| Harbor Advisors LLC | 0.44% | No change | 24,000 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -19.5% | 23,583 | $2.6M |
| Achmea Investment Management B.V. | 0.03% | Add +9.9% | 23,410 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -77.0% | 23,016 | $2.6M |
| Hancock Whitney Corp. | 0.05% | New | 22,855 | $2.5M |
| Blair William & Co. | 0.01% | Add +2.8% | 22,692 | $2.5M |
| Boothbay Fund Management, LLC | 0.08% | New | 22,565 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Add +8.4% | 22,439 | $2.5M |
| Peak Financial Advisors LLC | 1.27% | New | 22,400 | $2.5M |
| Weiss Asset Management LP | 0.05% | New | 22,322 | $2.5M |
| Avanza Fonder AB | 0.07% | Add +45.3% | 22,190 | $2.5M |
| Salem Investment Counselors Inc. | 0.08% | No change | 22,000 | $2.4M |
| Bokf, NA | 0.04% | Add +42.6% | 21,637 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 21,541 | $2.4M |
| C WorldWide Group Holding A/S | 0.03% | New | 21,518 | $2.4M |
| IFP Advisors, Inc | 0.07% | Reduce -14.9% | 20,799 | $2.4M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -5.8% | 21,227 | $2.4M |
| Bessemer Group Inc. | 0.00% | Add +2.3% | 21,083 | $2.3M |
| Cacti Asset Management LLC | 0.16% | No change | 21,000 | $2.3M |
| Callan Family Office, LLC | 0.07% | Add +189.4% | 20,461 | $2.3M |
| Hilltop Holdings Inc. | 0.15% | Add +935.1% | 20,443 | $2.3M |
| CX Institutional | 0.08% | Reduce -0.7% | 20,144 | $2.2M |
| Fiduciary Trust Co | 0.03% | Add +15.5% | 20,003 | $2.2M |
| Aigen Investment Management, LP | 0.30% | New | 19,592 | $2.2M |
| Element Squared LLC | 1.34% | — | 19,401 | $2.2M |
| Mizuho Securities USA LLC | 0.05% | — | 19,361 | $2.1M |
| PEAK6 LLC | 0.07% | New | 19,250 | $2.1M |
| Trueblood Wealth Management, LLC | 0.89% | Add +2.5% | 19,165 | $2.1M |
| Tredje AP-fonden | 0.02% | No change | 18,787 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +193.1% | 18,751 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +1.5% | 18,618 | $2.1M |
| Freedom Day Solutions, LLC | 0.61% | New | 18,503 | $2.1M |
| Patton Fund Management, Inc. | 0.45% | Reduce -41.1% | 18,352 | $2.0M |
| Erste Asset Management GmbH | 0.02% | Add +0.0% | 18,536 | $2.0M |
| Atom Investors LP | 0.18% | New | 17,996 | $2.0M |
| Kesler, Norman & Wride, LLC | 0.35% | Reduce -2.1% | 17,764 | $2.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +7.4% | 17,761 | $2.0M |
| Prospera Financial Services Inc | 0.04% | Reduce -7.0% | 17,745 | $2.0M |
| Zacks Investment Management | 0.02% | Add +1.2% | 17,729 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -27.0% | 17,656 | $2.0M |
| Cumberland Partners Ltd | 0.13% | New | 17,500 | $1.9M |
| Schroder Investment Management Group | 0.00% | Reduce -3.4% | 17,454 | $1.9M |
| Ameriflex Group, Inc. | 1.01% | No change | 17,590 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.8% | 17,276 | $1.9M |
| NEOS Investment Management LLC | 0.02% | Add +26.1% | 17,255 | $1.9M |
| Metis Global Partners, LLC | 0.05% | Reduce -5.6% | 17,057 | $1.9M |
| Logan Capital Management Inc. | 0.09% | Add +105700.0% | 16,928 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Add +14.6% | 16,907 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -2.1% | 16,712 | $1.9M |
| Glenmede Investment Management, LP | 0.01% | — | 16,576 | $1.8M |
| Evermay Wealth Management LLC | 0.23% | No change | 16,495 | $1.8M |
| Wedge Capital Management L L P | 0.03% | Reduce -10.5% | 16,467 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.5% | 16,273 | $1.8M |
| Davidson Kahn Capital Management, LLC | 1.13% | Add +2.8% | 15,810 | $1.8M |
| Inceptionr LLC | 0.41% | Add +7.7% | 15,833 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.06% | Add +14.1% | 15,725 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +9.6% | 15,598 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +16.7% | 15,389 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -6.2% | 15,301 | $1.7M |
| Keybank National Association | 0.01% | Reduce -10.9% | 15,255 | $1.7M |
| Greenleaf Trust | 0.01% | Reduce -1.4% | 15,224 | $1.7M |
| M&T Bank Corp | 0.01% | Add +3.4% | 15,196 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -43.5% | 15,130 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -48.4% | 15,055 | $1.7M |
| Fairbanks Capital Management, Inc. | 0.94% | Add +6.7% | 14,885 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.4% | 14,821 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +15.6% | 14,800 | $1.6M |
| Nicholson Wealth Management Group, LLC | 1.01% | Add +1.6% | 14,766 | $1.6M |
| Quadrature Capital Ltd | 0.03% | New | 14,746 | $1.6M |
| Securian Asset Management, Inc. | 0.05% | Add +17.8% | 14,678 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +63.7% | 14,350 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -1.6% | 14,298 | $1.6M |
| Praxis Investment Management Inc. | 0.10% | No change | 14,270 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -19.9% | 14,244 | $1.6M |
| Simplex Trading, LLC | 0.04% | Add +4167.0% | 14,209 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +4.1% | 14,009 | $1.6M |
| Gibbs Wealth Management | 0.30% | Reduce -2.8% | 13,870 | $1.5M |
| ING Groep NV | 0.01% | Add +27.3% | 13,555 | $1.5M |
| SlateStone Wealth, LLC | 0.14% | Reduce -0.4% | 13,475 | $1.5M |
| Harvest Investment Services, LLC | 0.33% | New | 13,441 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +20.0% | 13,395 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.0% | 13,368 | $1.5M |
| Quest Investment Management LLC | 0.16% | New | 13,339 | $1.5M |
| Equitable Trust Co. | 0.07% | Add +56.3% | 13,258 | $1.5M |
| Caitlin John, LLC | 1.30% | New | 12,917 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.11% | Reduce -23.1% | 12,879 | $1.4M |
| Cathy Pareto & Associates, Inc. | 1.17% | No change | 12,761 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.8% | 12,518 | $1.4M |
| Suncoast Equity Management | 0.14% | Reduce -32.7% | 12,374 | $1.4M |
| Parr McKnight Wealth Management Group, LLC | 0.19% | Reduce -0.6% | 12,208 | $1.4M |
| Norinchukin Bank, The | 0.02% | Add +7.1% | 12,169 | $1.3M |
| Virtus Investment Advisers, LLC | 0.45% | Reduce -10.5% | 12,109 | $1.3M |
| BOK Financial Private Wealth, Inc. | 0.09% | Reduce -19.8% | 12,070 | $1.3M |
| Cross Staff Investments Inc | 0.99% | No change | 12,000 | $1.3M |
| Henshaw Capital LLC | 0.05% | Reduce -54.6% | 11,894 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +7.9% | 11,864 | $1.3M |
| GAM Holding AG | 0.09% | Add +2.4% | 11,775 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.2% | 11,695 | $1.3M |
| Compass Ion Advisors, LLC | 0.14% | Add +0.0% | 11,671 | $1.3M |
| Proficio Capital Partners LLC | 0.08% | Add +7.7% | 11,635 | $1.3M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +10.5% | 11,570 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +3.7% | 11,558 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -78.9% | 11,525 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.2% | 11,398 | $1.3M |
| Compound Planning, Inc. | 0.05% | Add +14.8% | 11,268 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 11,100 | $1.2M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | Add +10.8% | 10,986 | $1.2M |
| JSF Financial, LLC | 0.29% | Add +5.2% | 10,940 | $1.2M |
| Chaney Capital Management, Inc. | 0.47% | No change | 10,864 | $1.2M |
| Strategy Asset Managers LLC | 0.22% | Reduce -2.6% | 10,848 | $1.2M |
| Tributary Capital Management, LLC | 0.11% | Reduce -5.7% | 10,828 | $1.2M |
| Scott Marsh Financial, LLC | 0.44% | — | 10,656 | $1.2M |
| Greenfield Seitz Capital Management, LLC | 0.42% | No change | 10,600 | $1.2M |
| Monte Financial Group, LLC | 0.46% | Add +1.3% | 10,568 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.3% | 10,539 | $1.2M |
| Parkwoods Wealth Partners, LLC | 0.67% | No change | 10,528 | $1.2M |
| Engineers Gate Manager LP | 0.01% | New | 10,260 | $1.1M |
| Resonant Capital Advisors, LLC | 0.07% | Add +6.9% | 10,036 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -7.9% | 10,033 | $1.1M |
| Harmony Asset Management LLC | 0.41% | Add +2.7% | 10,000 | $1.1M |
| Access Investment Management LLC | 0.32% | — | 10,000 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +58.5% | 9,832 | $1.1M |
| Invst, LLC | 0.14% | Reduce -3.1% | 9,815 | $1.1M |
| Mirabella Financial Services LLP | 0.12% | Reduce -90.8% | 9,684 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +6.9% | 9,717 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.9% | 9,661 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +57.6% | 9,651 | $1.1M |
| Manchester Capital Management LLC | 0.14% | Reduce -3.4% | 9,600 | $1.1M |
| Occidental Asset Management, LLC | 0.14% | Reduce -0.6% | 9,475 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | New | 9,441 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 9,331 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -2.4% | 9,304 | $1.0M |
| Gilbert & Cook, Inc. | 0.14% | Reduce -2.8% | 9,280 | $1.0M |
| Nilsine Partners, LLC | 0.10% | New | 9,259 | $1.0M |
| Qtron Investments LLC | 0.13% | No change | 9,184 | $1.0M |
| Principal Securities, Inc. | 0.02% | Reduce -0.5% | 9,172 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +9.8% | 9,092 | $1.0M |
| Vident Advisory, LLC | 0.01% | Add +8.0% | 9,058 | $1.0M |
| Atlas Legacy Advisors, LLC | 0.22% | Add +25.6% | 9,020 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Reduce -33.3% | 8,999 | $998K |
| Brighton Jones LLC | 0.03% | Reduce -3.5% | 8,972 | $995K |
| XTX Topco Ltd | 0.04% | New | 8,943 | $992K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +18.5% | 8,942 | $991K |
| GAMMA Investing LLC | 0.06% | Reduce -0.1% | 8,935 | $991K |
| Norden Group LLC | 0.11% | Reduce -17.8% | 8,901 | $987K |
| Bank Pictet & Cie (Europe) AG | 0.02% | No change | 8,890 | $986K |
| Commerce Bank | 0.01% | Reduce -0.6% | 8,855 | $982K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.06% | Reduce -20.6% | 8,749 | $970K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -20.0% | 8,451 | $937K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -36.3% | 8,317 | $922K |
| Board of the Pension Protection Fund | 0.99% | Add +22.1% | 8,300 | $920K |
| Williamson Legacy Group, LLC | 0.78% | New | 8,296 | $920K |
| Florida Financial Advisors, LLC | 0.22% | Add +184.2% | 8,335 | $918K |
| Eschler Asset Management LLP | 0.69% | New | 8,275 | $917K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.48% | No change | 8,273 | $917K |
| Sfm, LLC | 0.58% | Add +353.0% | 8,141 | $903K |
| Capital International Sarl | 0.02% | Add +9.6% | 8,030 | $890K |
| Dakota Wealth Management | 0.02% | New | 8,022 | $889K |
| Integrated Investment Consultants, LLC | 0.17% | Reduce -9.0% | 7,964 | $883K |
| Fifth Third Bancorp | 0.00% | Add +16.1% | 7,900 | $876K |
| Centennial Bank | 0.36% | Reduce -0.8% | 7,824 | $867K |
| Jump Financial, LLC | 0.01% | Reduce -92.1% | 7,794 | $864K |
| Park Avenue Securities LLC | 0.01% | Reduce -22.3% | 7,768 | $861K |
| Horizon Investments, LLC | 0.01% | Add +127.3% | 7,740 | $857K |
| Hunter Associates Investment Management LLC | 0.12% | Reduce -35.5% | 7,620 | $842K |
| Hyperion Capital Advisors LP | 0.52% | No change | 7,500 | $832K |
| Holland Advisory Services, Inc. | 1.20% | Add +0.1% | 7,381 | $818K |
| Cannell & Spears LLC | 0.02% | Reduce -2.3% | 7,352 | $815K |
| Townsquare Capital LLC | 0.08% | Reduce -91.5% | 7,328 | $812K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 7,320 | $812K |
| Financial Enhancement Group LLC | 0.12% | Add +6.6% | 7,574 | $809K |
| Investment Management Corp of Ontario | 0.01% | Add +4.4% | 7,180 | $796K |
| CoreCap Advisors, LLC | 0.03% | Add +464.0% | 7,146 | $792K |
| GF Fund Management Co. LTD. | 0.02% | Add +40.9% | 7,135 | $791K |
| Dark Forest Capital Management LP | 0.03% | New | 7,117 | $789K |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.49% | Reduce -32.7% | 6,997 | $776K |
| Xcel Wealth Management, LLC | 0.22% | No change | 6,834 | $758K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.6% | 6,832 | $757K |
| Ostrum Asset Management | 0.04% | Reduce -36.7% | 6,792 | $753K |
| Talon Private Wealth, LLC | 0.10% | No change | 6,735 | $747K |
| Sound Financial Strategies Group, LLC | 0.63% | Add +1.4% | 6,714 | $744K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.3% | 6,703 | $743K |
| Portside Wealth Group, LLC | 0.11% | Reduce -20.9% | 6,692 | $742K |
| AlphaQuest LLC | 0.07% | New | 6,675 | $740K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.2% | 6,663 | $739K |
| STRS Ohio | 0.00% | New | 6,587 | $730K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -6.5% | 6,494 | $720K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,451 | $715K |
| Siemens Fonds Invest GmbH | 0.04% | Add +11.6% | 6,313 | $700K |
| Cwm, LLC | 0.00% | Reduce -1.0% | 6,280 | $696K |
| Mufg Securities Americas Inc. | 0.06% | Add +47.9% | 6,211 | $689K |
| Oak Thistle LLC | 0.10% | New | 6,188 | $686K |
| Radnor Capital Management, LLC | 0.11% | Add +1.1% | 6,055 | $671K |
| Ascentis Wealth Management, LLC | 0.18% | Add +0.7% | 6,112 | $666K |
| S-Bank Fund Management Ltd | 0.10% | Reduce -24.8% | 5,994 | $665K |
| Studio Investment Management LLC | 0.13% | Reduce -1.8% | 5,902 | $654K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.0% | 5,901 | $654K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 5,888 | $653K |
| Blueshift Asset Management, LLC | 0.20% | New | 5,826 | $646K |
| Brooklyn Investment Group | 0.08% | Add +449.7% | 5,783 | $641K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | New | 5,741 | $637K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.6% | 5,626 | $624K |
| VestGen Investment Management | 0.44% | Reduce -9.3% | 5,589 | $620K |
| Ascentis Independent Advisors | 0.11% | Reduce -18.5% | 5,579 | $619K |
| SevenBridge Financial Group, LLC | 0.11% | No change | 6,446 | $611K |
| Allworth Financial LP | 0.00% | Add +472.8% | 5,499 | $610K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.0% | 5,436 | $603K |
| Next Level Private LLC | 0.20% | Add +0.0% | 5,431 | $602K |
| Arkadios Wealth Advisors | 0.02% | Reduce -22.4% | 5,406 | $599K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -18.6% | 5,267 | $584K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.2% | 5,267 | $584K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Reduce -0.6% | 5,262 | $583K |
| Ascent Group, LLC | 0.02% | Reduce -9.9% | 5,230 | $580K |
| Advisor OS, LLC | 0.06% | Reduce -2.8% | 5,229 | $580K |
| MJP Associates Inc. | 0.09% | Reduce -2.5% | 5,221 | $579K |
| Vise Technologies, Inc. | 0.02% | — | 5,201 | $577K |
| Howland Capital Management LLC | 0.02% | No change | 5,196 | $576K |
| Advisory Alpha, LLC | 0.02% | Add +26.7% | 5,189 | $575K |
| Vestcor Inc | 0.02% | Add +21.3% | 5,183 | $575K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -2.9% | 5,183 | $575K |
| Sandia Investment Management LP | 1.45% | New | 5,000 | $554K |
| Fayez Sarofim & Co | 0.00% | Add +4.3% | 4,998 | $554K |
| Global X Japan Co., Ltd. | 0.06% | Reduce -12.6% | 4,993 | $554K |
| Independent Financial Group, LLC | 0.01% | Add +66.2% | 4,802 | $532K |
| Vontobel Holding Ltd. | 0.00% | Add +3.0% | 4,801 | $532K |
| Gen-Wealth Partners Inc | 0.20% | No change | 4,738 | $525K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 4,728 | $524K |
| Journey Strategic Wealth LLC | 0.02% | Add +3.6% | 4,675 | $518K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -32.2% | 4,639 | $514K |
| Fidelis Capital Partners, LLC | 0.05% | Add +6.7% | 5,579 | $512K |
| Forum Private Client Group LLC | 0.20% | Add +0.1% | 4,592 | $509K |
| Klingman & Associates, LLC | 0.03% | Add +1.4% | 4,499 | $499K |
| Moment Partners, LLC | 0.09% | Add +1.6% | 4,496 | $498K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -12.7% | 4,452 | $494K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +2.3% | 4,449 | $493K |
| Curi Capital, LLC | 0.01% | New | 4,441 | $492K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +33.8% | 4,423 | $490K |
| Revisor Wealth Management LLC | 0.18% | Add +7.1% | 4,507 | $489K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.6% | 4,405 | $488K |
| CreativeOne Wealth, LLC | 0.01% | Add +58.8% | 4,392 | $487K |
| Waverly Advisors, LLC | 0.01% | Add +0.9% | 4,392 | $487K |
| WINTON GROUP Ltd | 0.02% | New | 4,391 | $487K |
| Apriem Advisors | 0.05% | No change | 4,343 | $482K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 4,250 | $471K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -1.6% | 4,245 | $471K |
| Private Advisor Group, LLC | 0.00% | Reduce -43.2% | 4,216 | $467K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.5% | 4,213 | $467K |
| Trust Point Inc. | 0.04% | Reduce -28.7% | 4,203 | $466K |
| Prudential PLC | 0.00% | Reduce -73.7% | 4,186 | $464K |
| Boreal Capital Management LLC | 0.44% | — | 4,153 | $460K |
| Means Investment Co., Inc. | 0.04% | No change | 4,151 | $460K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -63.8% | 4,142 | $459K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -37.3% | 4,140 | $459K |
| Phillips Financial Management, LLC | 0.03% | Add +0.4% | 4,127 | $458K |
| Washington Trust Bank | 0.04% | Reduce -14.9% | 4,070 | $451K |
| Brown Advisory Inc. | 0.00% | Reduce -4.2% | 4,063 | $451K |
| Belpointe Asset Management LLC | 0.02% | Add +5.2% | 4,055 | $450K |
| Brown Miller Wealth Management, LLC | 0.14% | Reduce -20.1% | 4,054 | $449K |
| Ossiam | 0.01% | Reduce -12.0% | 4,010 | $445K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 4,007 | $444K |
| Petrus Trust Company, LTA | 0.05% | New | 3,964 | $439K |
| Somerset Trust Co | 0.14% | Reduce -1.5% | 3,884 | $431K |
| Wallace Advisory Group, LLC | 0.31% | Add +8.7% | 3,414 | $425K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -1.8% | 3,827 | $424K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.4% | 4,091 | $423K |
| River Wealth Advisors LLC | 0.05% | No change | 3,814 | $423K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -11.2% | 3,791 | $420K |
| V-Square Quantitative Management LLC | 0.06% | Add +38.9% | 3,776 | $419K |
| George Kaiser Family Foundation | 0.06% | Add +41.3% | 3,768 | $418K |
| Prescott Group Capital Management, L.L.C. | 0.05% | Add +41.3% | 3,768 | $418K |
| Profund Advisors LLC | 0.01% | Add +11.2% | 3,767 | $418K |
| Brighton Securities Corp. | 0.22% | Reduce -32.3% | 3,675 | $407K |
| Ballentine Partners, LLC | 0.01% | Add +0.7% | 3,672 | $407K |
| Intrust Bank NA | 0.04% | Add +7.2% | 3,613 | $401K |
| Unique Wealth, LLC | 0.06% | Reduce -31.0% | 3,565 | $395K |
| Huntington National Bank | 0.00% | Add +21.7% | 3,561 | $395K |
| W.H. Cornerstone Investments Inc. | 0.25% | Add +0.1% | 3,561 | $395K |
| Cynosure Group, LLC | 0.04% | Add +24.0% | 3,556 | $394K |
| CWC Advisors, LLC. | 0.20% | New | 3,542 | $393K |
| Procyon Advisors, LLC | 0.04% | Reduce -84.9% | 3,537 | $392K |
| Checchi Capital Advisers, LLC | 0.03% | Add +1.2% | 3,508 | $389K |
| Meeder Advisory Services, Inc. | 0.02% | Add +5.1% | 3,507 | $389K |
| CWA Asset Management Group, LLC | 0.02% | Add +5.8% | 3,500 | $388K |
| Global Retirement Partners, LLC | 0.01% | — | 3,447 | $382K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.8% | 3,443 | $382K |
| Canada Post Corp Registered Pension Plan | 0.02% | New | 3,410 | $378K |
| GMO | 0.00% | New | 3,400 | $377K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.3% | 3,374 | $374K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.8% | 3,365 | $373K |
| Graypoint LLC | 0.02% | Add +4.4% | 3,348 | $371K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -0.7% | 3,307 | $367K |
| Exchange Traded Concepts, LLC | 0.00% | Add +578.4% | 3,304 | $366K |
| Brendel Financial Advisors LLC | 0.20% | Reduce -90.4% | 3,278 | $363K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,251 | $360K |
| Baker Tilly Wealth Management, LLC | 0.13% | Reduce -50.0% | 3,198 | $355K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -39.4% | 3,186 | $353K |
| Legacy Wealth Asset Management, LLC | 0.09% | Reduce -15.0% | 3,119 | $346K |
| Optimize Financial Inc. | 0.21% | Reduce -0.7% | 3,115 | $345K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.3% | 3,088 | $342K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -14.0% | 3,049 | $338K |
| Burney Co./ | 0.01% | Reduce -4.0% | 2,985 | $331K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -67.0% | 2,973 | $330K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -20.1% | 2,975 | $330K |
| R Squared Ltd | 0.18% | New | 2,948 | $327K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.6% | 2,942 | $326K |
| Hudson Bay Capital Management LP | 0.00% | New | 2,931 | $325K |
| Sepio Capital, LP | 0.02% | Reduce -74.8% | 2,920 | $324K |
| Operose Advisors LLC | 0.09% | No change | 2,900 | $322K |
| Quantum Portfolio Management LLC | 0.15% | Add +76.2% | 2,884 | $320K |
| Mattern Wealth Management LLC | 0.07% | No change | 2,878 | $319K |
| Triangle Securities Wealth Management | 0.08% | New | 2,861 | $317K |
| Net Worth Advisory Group | 0.07% | Add +4.3% | 2,804 | $311K |
| Argent Trust Co | 0.01% | Reduce -29.1% | 2,794 | $310K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -87.7% | 2,792 | $310K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,786 | $309K |
| Somerville Kurt F | 0.05% | Reduce -8.3% | 2,750 | $305K |
| Cigna Investments Inc. | 0.05% | Add +9.8% | 2,736 | $304K |
| Ritholtz Wealth Management | 0.01% | Add +33.4% | 2,738 | $304K |
| Merit Financial Group, LLC | 0.00% | Add +5.8% | 2,735 | $303K |
| Trust Asset Management LLC | 0.02% | No change | 2,729 | $303K |
| Ewa, LLC | 0.10% | Add +0.6% | 2,727 | $302K |
| Otter Creek Advisors, LLC | 0.22% | Reduce -82.6% | 2,671 | $296K |
| Phillips Wealth Planners LLC | 0.27% | Add +3.2% | 2,745 | $294K |
| Wedmont Private Capital | 0.01% | Reduce -10.6% | 2,713 | $293K |
| Regions Financial Corp. | 0.00% | Add +12.6% | 2,630 | $292K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.6% | 2,612 | $290K |
| Clarius Group, LLC | 0.02% | Reduce -0.3% | 2,580 | $286K |
| Equitable Holdings, Inc. | 0.00% | New | 2,565 | $284K |
| Inspire Investing, LLC | 0.03% | Reduce -0.3% | 2,561 | $284K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.0% | 2,523 | $280K |
| Parallel Advisors, LLC | 0.01% | Add +4.3% | 2,508 | $278K |
| Angeles Wealth Management, LLC | 0.02% | Add +16.8% | 2,501 | $277K |
| Mather Group, Llc. | 0.00% | Reduce -5.3% | 2,496 | $277K |
| Axq Capital, LP | 0.09% | New | 2,469 | $274K |
| Tower Wealth Partners, Inc. | 0.16% | Add +4.6% | 2,464 | $273K |
| Callahan Advisors, LLC | 0.02% | No change | 2,458 | $273K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,455 | $272K |
| Boston Family Office LLC | 0.02% | Add +3.4% | 2,430 | $269K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.3% | 2,421 | $268K |
| Catalyst Funds Management Pty Ltd | 0.07% | New | 2,400 | $266K |
| Copperwynd Financial, LLC | 0.07% | Add +6.0% | 2,394 | $265K |
| Covenant Partners, LLC | 0.08% | No change | 2,383 | $264K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 2,380 | $264K |
| MSH Capital Advisors LLC | 0.08% | Add +0.2% | 2,378 | $264K |
| Level Four Advisory Services, LLC | 0.01% | Add +15.9% | 2,375 | $263K |
| Wealthspire Advisors, LLC | 0.00% | Add +12.3% | 2,374 | $263K |
| Corton Capital Inc. | 0.30% | New | 2,337 | $259K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,327 | $258K |
| Lanark Financial, Inc. | 0.02% | No change | 2,314 | $256K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 2,296 | $255K |
| First Affirmative Financial Network | 0.13% | Reduce -3.6% | 2,293 | $254K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | Reduce -17.1% | 2,286 | $253K |
| Burling Wealth Partners, LLC | 0.05% | Reduce -7.5% | 2,284 | $253K |
| Trinity Financial Advisors LLC | 0.08% | No change | 2,278 | $253K |
| Fulton Bank, N.A. | 0.01% | Add +1.4% | 2,265 | $251K |
| Voleon Capital Management LP | 0.01% | New | 2,259 | $250K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 2,239 | $248K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -67.4% | 2,239 | $248K |
| Quadrant Capital Group LLC | 0.01% | Add +2.2% | 2,215 | $246K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -26.6% | 2,213 | $245K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.4% | 2,212 | $245K |
| Mizuho Markets Americas LLC | 0.01% | Reduce -80.8% | 2,192 | $243K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 2,188 | $243K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.5% | 2,147 | $238K |
| Smithfield Trust Co | 0.01% | Reduce -0.6% | 2,149 | $238K |
| Quotient Wealth Partners, LLC | 0.01% | Add +9.0% | 2,115 | $234K |
| ICONIQ Capital, LLC | 0.00% | Add +5.5% | 2,110 | $234K |
| Wolverine Trading, LLC | 0.01% | New | 2,133 | $234K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 2,100 | $233K |
| Berkshire Asset Management LLC | 0.01% | No change | 2,095 | $232K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -3.3% | 2,093 | $232K |
| Smith Shellnut Wilson LLC | 0.10% | Reduce -44.9% | 2,062 | $229K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -7.1% | 2,026 | $225K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -94.4% | 2,056 | $224K |
| Mechanics Bank Trust Department | 0.03% | No change | 2,015 | $223K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 2,005 | $222K |
| RBF Capital, LLC | 0.01% | No change | 2,000 | $222K |
| DRW Securities, LLC | 0.02% | New | 1,995 | $221K |
| Wood Tarver Financial Group, LLC | 0.07% | No change | 1,984 | $220K |
| Impact Capital Partners LLC | 0.07% | Add +3.8% | 1,982 | $220K |
| MAI Capital Management | 0.00% | Add +8.9% | 1,968 | $218K |
| ORG Partners LLC | 0.05% | Add +7.1% | 1,995 | $218K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 1,952 | $217K |
| World Investment Advisors | 0.00% | New | 1,954 | $217K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +4.7% | 1,951 | $216K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -30.6% | 1,946 | $216K |
| Barr E S & Co. | 0.01% | New | 1,937 | $215K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -4.3% | 1,932 | $214K |
| RFP Financial Group LLC | 0.09% | No change | 1,925 | $213K |
| Fullcircle Wealth LLC | 0.08% | Add +11.0% | 2,294 | $213K |
| Spirepoint Private Client, LLC | 0.02% | No change | 1,909 | $212K |
| Western Wealth Management, LLC | 0.01% | Add +6.0% | 1,902 | $211K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,849 | $205K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.9% | 1,846 | $205K |
| Steph & Co. | 0.07% | New | 1,818 | $202K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,801 | $200K |
| Gitterman Wealth Management, LLC | 0.05% | New | 1,798 | $199K |
| Signaturefd, LLC | 0.00% | Add +3.0% | 1,792 | $199K |
| Virtus Advisers, LLC | 0.12% | No change | 1,724 | $191K |
| GeoWealth Management, LLC | 0.01% | Add +40.0% | 1,689 | $187K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.6% | 1,495 | $166K |
| Trust Co. of Vermont | 0.01% | No change | 1,401 | $155K |
| Larson Financial Group LLC | 0.01% | Reduce -4.4% | 1,353 | $150K |
| Promus Capital, LLC | 0.10% | No change | 1,323 | $147K |
| Penserra Capital Management LLC | 0.00% | Reduce -93.6% | 1,326 | $146K |
| Harbour Investments, Inc. | 0.00% | Add +1215.2% | 1,210 | $134K |
| Curio Wealth, LLC | 0.06% | Add +119900.0% | 1,200 | $133K |
| Montag A & Associates Inc. | 0.01% | No change | 1,177 | $130K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.5% | 1,176 | $130K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,134 | $126K |
| CI Investments Inc. | 0.00% | Add +7.4% | 1,075 | $119K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +27.1% | 1,045 | $116K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,000 | $111K |
| Maseco LLP | 0.00% | — | 979 | $109K |
| Cary Street Partners Financial LLC | 0.00% | Add +60.9% | 933 | $103K |
| Headlands Technologies LLC | 0.01% | New | 902 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +24.6% | 890 | $99K |
| Blue Trust, Inc. | 0.00% | Reduce -13.4% | 868 | $96K |
| MUFG Securities EMEA plc | 0.00% | New | 828 | $92K |
| Orion Capital Management LLC | 0.03% | No change | 807 | $89K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -7.5% | 799 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.2% | 783 | $87K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.3% | 779 | $86K |
| Park Place Capital Corp | 0.02% | Reduce -18.9% | 776 | $85K |
| Versant Capital Management, Inc | 0.01% | Add +0.4% | 735 | $81K |
| Cromwell Holdings LLC | 0.05% | Add +1.4% | 723 | $80K |
| Covestor Ltd | 0.04% | Reduce -27.8% | 677 | $75K |
| Caldwell Trust Co | 0.01% | No change | 676 | $75K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 668 | $74K |
| Gables Capital Management Inc. | 0.04% | No change | 668 | $74K |
| Sentry Investment Management LLC | 0.04% | No change | 678 | $73K |
| Crews Bank & Trust | 0.01% | No change | 655 | $73K |
| Assetmark, Inc. | 0.00% | Add +189.8% | 623 | $69K |
| Eastern Bank | 0.00% | Add +274.6% | 618 | $69K |
| CYBER HORNET ETFs LLC | 0.05% | New | 617 | $68K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 589 | $65K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.5% | 551 | $60K |
| Generali Investments, Management Co LLC | 0.01% | New | 542 | $60K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 507 | $59K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -28.2% | 537 | $59K |
| Asset Dedication, LLC | 0.00% | Add +3.8% | 525 | $58K |
| Private Trust Co. NA | 0.01% | Reduce -85.4% | 524 | $58K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 515 | $57K |
| Cheviot Value Management, LLC | 0.01% | No change | 600 | $56K |
| Central Pacific Bank - Trust Division | 0.01% | Add +6.3% | 470 | $52K |
| Colonial Trust Co / SC | 0.01% | No change | 466 | $52K |
| Horizon Bancorp Inc. | 0.03% | New | 454 | $50K |
| Intelligent Financial Strategies | 0.03% | No change | 445 | $49K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 446 | $49K |
| TD Private Client Wealth LLC | 0.00% | Add +39.3% | 436 | $48K |
| First PREMIER Bank | 0.01% | No change | 424 | $47K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 410 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 400 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 399 | $44K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -51.0% | 396 | $44K |
| Raiffeisen Bank International AG | 0.00% | Reduce -24.9% | 400 | $43K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 387 | $43K |
| Garde Capital, Inc. | 0.00% | No change | 371 | $41K |
| Hemington Wealth Management | 0.01% | Add +6.7% | 366 | $40K |
| Leonteq Securities AG | 0.00% | Add +483.1% | 344 | $38K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -24.2% | 344 | $38K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +1129.6% | 332 | $37K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $31K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -64.9% | 270 | $30K |
| St Germain D J Co. Inc. | 0.00% | Add +298.5% | 267 | $30K |
| Bares Capital Management, Inc. | 0.00% | Add +21.6% | 259 | $29K |
| Sound Income Strategies, LLC | 0.00% | Reduce -77.0% | 253 | $28K |
| Ancora Advisors LLC | 0.00% | Add +9.9% | 245 | $27K |
| GW&K Investment Management, LLC | 0.00% | Reduce -42.0% | 243 | $27K |
| Motco | 0.00% | New | 293 | $27K |
| Kings Path Partners LLC | 0.01% | No change | 231 | $26K |
| Meeder Asset Management Inc. | 0.00% | New | 221 | $25K |
| Ameritas Advisory Services, LLC | 0.00% | New | 214 | $24K |
| Piscataqua Savings Bank | 0.02% | No change | 204 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -9.2% | 198 | $22K |
| Quarry LP | 0.01% | New | 198 | $22K |
| Solstein Capital, LLC | 0.01% | New | 192 | $21K |
| Lazard Asset Management LLC | 0.00% | Reduce -93.9% | 196 | $21K |
| Clearstead Trust, LLC | 0.00% | New | 189 | $21K |
| Summit Securities Group LLC | 0.01% | Add +18800.0% | 189 | $21K |
| Key Financial Inc | 0.00% | No change | 187 | $21K |
| Clearstead Advisors, LLC | 0.00% | Add +2950.0% | 183 | $20K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -17.0% | 171 | $19K |
| Rothschild Investment LLC | 0.00% | Add +18.4% | 167 | $19K |
| SouthState Bank Corp | 0.00% | Reduce -34.6% | 166 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 154 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 150 | $17K |
| Truvestments Capital LLC | 0.00% | No change | 149 | $17K |
| Red Tortoise LLC | 0.01% | No change | 147 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 171 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 142 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 136 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -8.2% | 134 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 129 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +8.8% | 124 | $14K |
| Accredited Wealth Management, LLC | 0.01% | No change | 124 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.3% | 120 | $13K |
| Private Wealth Management Group, LLC | 0.00% | Add +32.9% | 113 | $13K |
| Tompkins Financial Corp. | 0.00% | New | 111 | $12K |
| NewSquare Capital LLC | 0.00% | Reduce -6.0% | 109 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -45.1% | 107 | $12K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -13.1% | 106 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $11K |
| Spire Wealth Management | 0.00% | Reduce -91.2% | 100 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 93 | $10K |
| Sierra Ocean, LLC | 0.01% | No change | 90 | $10K |
| Westside Investment Management, Inc. | 0.00% | New | 91 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 88 | $10K |
| MTM Investment Management, LLC | 0.00% | New | 85 | $9K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 84 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +40.4% | 80 | $9K |
| GFG Capital, LLC | 0.00% | New | 73 | $8K |
| Park Square Financial Group, LLC | 0.01% | No change | 72 | $8K |
| Millstone Evans Group, LLC | 0.01% | Reduce -30.4% | 71 | $8K |
| Copia Wealth Management | 0.01% | No change | 70 | $8K |
| First Pacific Financial | 0.00% | Add +54.5% | 68 | $8K |
| Transce3nd, LLC | 0.00% | Reduce -4.3% | 66 | $7K |
| Hughes Financial Services, LLC | 0.00% | Add +10.0% | 77 | $7K |
| Trifecta Capital Advisors, LLC | 0.00% | Add +158.3% | 62 | $7K |
| Creative Capital Management Investments LLC | 0.00% | New | 61 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 57 | $6K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 57 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $6K |
| Avion Wealth | 0.00% | Add +22.2% | 55 | $6K |
| City State Bank | 0.00% | No change | 54 | $6K |
| Howard Hughes Medical Institute | 0.00% | New | 51 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +525.0% | 50 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 48 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 47 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -6.1% | 46 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 45 | $5K |
| Activest Wealth Management | 0.00% | Reduce -8.3% | 44 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +73.3% | 52 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +11.1% | 40 | $4K |
| YANKCOM Partnership | 0.00% | New | 40 | $4K |
| Abound Wealth Management | 0.00% | No change | 39 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +2.6% | 39 | $4K |
| Sachetta, LLC | 0.00% | No change | 38 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 38 | $4K |
| Tortoise Investment Management, LLC | 0.00% | Add +6.1% | 35 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -34.6% | 34 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 28 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 25 | $3K |
| LRI Investments, LLC | 0.00% | Add +4.3% | 24 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 23 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 20 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 20 | $2K |
| First United Bank & Trust | 0.00% | No change | 19 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 17 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 17 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -45.2% | 17 | $2K |
| DT Investment Partners, LLC | 0.00% | No change | 15 | $2K |
| Essential Partners LLC | 0.00% | — | 14 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -60.0% | 14 | $2K |
| Kilter Group LLC | 0.00% | New | 13 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -13.3% | 13 | $1K |
| Clark Wealth Partners | 0.00% | No change | 13 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +85.7% | 13 | $1K |
| Horizon Financial Services, LLC | 0.00% | No change | 12 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 11 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +125.0% | 9 | $998 |
| Stephens Consulting, LLC | 0.00% | New | 9 | $998 |
| WealthTrak Capital Management LLC | 0.00% | No change | 8 | $887 |
| Bare Financial Services, Inc | 0.00% | No change | 8 | $887 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -80.5% | 8 | $862 |
| American Capital Advisory, LLC | 0.00% | Add +250.0% | 7 | $777 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $666 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 6 | $665 |
| WestEnd Advisors, LLC | 0.00% | Reduce -14.3% | 6 | $665 |
| Quaker Wealth Management, LLC | 0.00% | — | 5 | $555 |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $555 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $436 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.4% | 1 | $111 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -50.0% | 1 | $111 |
| Y.D. More Investments Ltd | 0.00% | Reduce -35.5% | 216 | $70 |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.