Brown & BrownBRO
13F holders, Q1 2026 (March 31)816holders −74
83new positions
158sold out
10famous investors
$65.20avg. 13F price*
At the end of Q1 2026, 816 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, down 74 from Q4 2025. 83 opened new positions and 158 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Capital Management LLC ($1.2B) and Capital World Investors ($1.1B). 10 famous investors held it, including Francois Rochon (1.8% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Brown & Brown Inc.
- Sector
- Finance
- CUSIP
- 115236101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $1.1B |
| Exits | 158 | $257.6M |
All 13F filers, Q4 2025 → Q1 2026: 40,304,935 shares bought and 26,619,896 shares sold, net +13,685,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 816 holders
| BlackRock, Inc. | 0.03% | Add +0.7% | 21,916,747 | $1.4B |
| Vanguard Capital Management LLC | 0.03% | — | 18,921,240 | $1.2B |
| Capital World Investors | 0.15% | Reduce -7.8% | 16,493,922 | $1.1B |
| FMR LLC | 0.06% | Add +52.3% | 16,050,696 | $1.0B |
| Principal Financial Group Inc. | 0.54% | Add +1.6% | 15,608,720 | $1.0B |
| Vanguard Portfolio Management LLC | 0.05% | — | 14,586,476 | $951.2M |
| State Street Corp. | 0.03% | Add +2.8% | 13,776,462 | $898.4M |
| First Eagle Investment Management, LLC | 0.98% | New | 8,823,162 | $575.4M |
| Geode Capital Management, LLC | 0.03% | Add +2.3% | 8,138,153 | $528.8M |
| Select Equity Group, L.P. | 2.79% | Reduce -15.0% | 8,022,123 | $523.1M |
| Van Lanschot Kempen Investment Management N.V. | 3.36% | Add +29.4% | 5,871,215 | $382.9M |
| Deutsche Bank AG | 0.09% | Add +6.9% | 4,202,034 | $274.0M |
| Capital Research Global Investors | 0.04% | New | 3,891,662 | $253.8M |
| Barclays PLC | 0.09% | Add +8.3% | 3,679,770 | $240.0M |
| Bank of America Corp. | 0.02% | Add +45.2% | 3,623,179 | $236.3M |
| Royal Bank of Canada | 0.04% | Add +5.1% | 3,569,784 | $232.8M |
| Invesco Ltd. | 0.02% | Add +21.8% | 3,481,309 | $227.0M |
| Morgan Stanley | 0.01% | Reduce -29.8% | 3,244,972 | $211.6M |
| JPMorgan Chase & Co. | 0.01% | Add +29.5% | 3,137,024 | $204.7M |
| Wells Fargo & Company | 0.04% | Reduce -0.3% | 2,998,461 | $195.5M |
| Capital International Investors | 0.04% | Reduce -44.0% | 2,610,500 | $170.2M |
| Allspring Global Investments Holdings, LLC | 0.27% | Reduce -9.2% | 2,544,886 | $163.9M |
| Northern Trust Corp. | 0.02% | Reduce -0.3% | 2,448,762 | $159.7M |
| Madison Asset Management, LLC | 1.87% | Add +16.1% | 2,307,622 | $150.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.4% | 2,280,602 | $148.7M |
| Fenimore Asset Management Inc | 3.23% | Add +1.8% | 2,223,136 | $145.0M |
| ProShare Advisors LLC | 0.21% | Add +18.3% | 2,187,864 | $142.7M |
| UBS Group AG | 0.02% | Reduce -5.9% | 1,855,365 | $121.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.2% | 1,827,462 | $119.2M |
| Natixis Advisors, LLC | 0.16% | Add +30.3% | 1,769,749 | $115.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.7% | 1,710,837 | $111.6M |
| Jones Financial Companies LLLP | 0.05% | Add +2190.3% | 1,708,136 | $108.3M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 1,646,933 | $107.4M |
| Gobi Capital LLC | 6.18% | Add +13.5% | 1,621,046 | $105.7M |
| Renaissance Technologies | 0.16% | Add +46.5% | 1,573,902 | $102.6M |
| Massachusetts Financial Services Co. | 0.03% | New | 1,537,185 | $100.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +1.5% | 1,513,122 | $98.7M |
| Polar Capital Holdings Plc | 0.41% | Add +55.7% | 1,440,000 | $93.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.1% | 1,391,069 | $90.7M |
| Tandem Investment Advisors, Inc. | 3.79% | Reduce -8.3% | 1,185,144 | $77.3M |
| Two Sigma Investments, LP | 0.07% | New | 1,165,284 | $76.0M |
| Rathbones Group PLC | 0.30% | Add +17.7% | 1,154,219 | $75.3M |
| Legal & General Group Plc | 0.02% | Reduce -0.0% | 1,111,830 | $72.5M |
| Verition Fund Management LLC | 0.73% | Add +17.1% | 1,087,074 | $70.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.20% | Reduce -7.1% | 1,029,338 | $67.1M |
| Citadel Advisors | 0.05% | Add +775.1% | 986,733 | $64.3M |
| Champlain Investment Partners, LLC | 0.80% | Reduce -11.9% | 968,274 | $63.1M |
| Storebrand Asset Management As | 0.18% | Add +37.2% | 945,700 | $61.7M |
| Susquehanna International Group, LLP | 0.07% | Add +1909.0% | 873,340 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.1% | 855,778 | $55.8M |
| Swiss National Bank | 0.03% | Add +7.3% | 851,700 | $55.5M |
| Barr E S & Co. | 3.11% | Add +126.1% | 819,847 | $53.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | Reduce -30.9% | 768,395 | $50.1M |
| Giverny Capital | 1.80% | Reduce -2.2% | 755,269 | $49.3M |
| Citigroup Inc. | 0.03% | Add +79.3% | 740,531 | $48.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -14.7% | 710,890 | $46.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.8% | 710,734 | $46.3M |
| Nordea Investment Management AB | 0.04% | Reduce -3.8% | 717,365 | $46.3M |
| Nomura Asset Management International Inc. | 0.08% | Reduce -9.2% | 706,249 | $46.1M |
| Royal London Asset Management Ltd. | 0.10% | Add +1.0% | 698,522 | $45.6M |
| Brown Brothers Harriman & Co. | 0.23% | Reduce -1.3% | 663,762 | $43.3M |
| Vest Financial, LLC | 0.52% | Add +19.9% | 663,305 | $43.3M |
| Dundas Partners LLP | 3.43% | Reduce -1.0% | 659,990 | $43.0M |
| Quantum Capital Management, LLC / NJ | 5.35% | Reduce -1.3% | 641,613 | $41.8M |
| Vanguard Global Advisers, LLC | 0.02% | — | 640,186 | $41.7M |
| Nuveen, LLC | 0.01% | Add +1.2% | 607,781 | $39.6M |
| Amundi | 0.01% | Add +4.2% | 592,073 | $38.6M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +16.0% | 583,979 | $38.1M |
| HSBC Holdings PLC | 0.02% | Reduce -5.7% | 576,256 | $37.6M |
| PFA Pension, Forsikringsaktieselskab | 0.11% | Reduce -0.1% | 575,878 | $37.6M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 573,973 | $37.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 572,724 | $37.3M |
| Schwartz Investment Counsel Inc. | 1.29% | No change | 555,400 | $36.2M |
| Snyder Capital Management L P | 0.69% | Reduce -1.4% | 547,703 | $35.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.6% | 521,540 | $34.0M |
| California Public Employees Retirement System | 0.02% | Reduce -15.3% | 513,153 | $33.5M |
| Gotham Asset Management | 0.10% | Add +69.7% | 510,021 | $33.3M |
| Artisan Partners Limited Partnership | 0.05% | New | 506,724 | $33.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 506,473 | $33.0M |
| National Pension Service | 0.02% | Reduce -0.2% | 502,594 | $32.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -18.3% | 498,045 | $32.5M |
| Korea Investment CORP | 0.06% | Add +208.6% | 463,838 | $30.2M |
| EULAV Asset Management | 0.93% | No change | 444,900 | $29.0M |
| Captrust Financial Advisors | 0.05% | Reduce -8.7% | 442,729 | $28.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +3.7% | 438,147 | $28.6M |
| Clarkston Capital Partners, LLC | 2.06% | Reduce -25.1% | 414,861 | $27.1M |
| Local Pensions Partnership Investment Ltd | 0.57% | No change | 406,000 | $26.5M |
| Confluence Investment Management LLC | 0.41% | Reduce -2.1% | 404,645 | $26.4M |
| Bank of Montreal | 0.01% | Reduce -13.6% | 404,029 | $26.3M |
| TimesSquare Capital Management, LLC | 0.44% | Reduce -1.9% | 401,946 | $26.2M |
| Osterweis Capital Management Inc. | 1.60% | Reduce -6.7% | 397,311 | $25.9M |
| Cortland Associates Inc. | 3.67% | Add +35.6% | 392,479 | $25.6M |
| Sei Investments Co. | 0.02% | Reduce -34.0% | 376,761 | $24.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.0% | 296,581 | $23.6M |
| Stifel Financial Corp. | 0.02% | Add +20.3% | 357,354 | $23.3M |
| PhiloSmith Capital Corp | 6.46% | Add +9.4% | 347,450 | $22.7M |
| CIBC Asset Management Inc | 0.06% | Reduce -19.6% | 347,844 | $22.6M |
| Cresset Asset Management, LLC | 0.10% | Add +9.4% | 337,486 | $22.0M |
| California State Teachers Retirement System | 0.02% | Reduce -3.4% | 336,695 | $22.0M |
| SG Americas Securities, LLC | 0.02% | Add +50.3% | 332,213 | $21.7M |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 311,112 | $20.3M |
| Federated Hermes, Inc. | 0.03% | Add +2434.2% | 306,536 | $20.0M |
| Keybank National Association | 0.07% | Add +1864.7% | 300,387 | $19.6M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 277,031 | $18.1M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +353.3% | 273,684 | $17.8M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 260,347 | $17.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.11% | Add +224.9% | 258,927 | $16.9M |
| Distillate Capital Partners LLC | 0.86% | Add +49.0% | 250,363 | $16.3M |
| Aviva PLC | 0.03% | Add +3.2% | 247,213 | $16.1M |
| Marshall Wace, LLP | 0.02% | Add +2822.6% | 246,349 | $16.1M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -7.4% | 239,018 | $15.6M |
| DF Dent & Co. Inc. | 0.29% | Reduce -39.8% | 232,798 | $15.2M |
| APG Asset Management N.V. | 0.05% | Add +1.9% | 266,399 | $15.1M |
| Mackenzie Financial Corp. | 0.02% | Add +30.9% | 226,252 | $14.8M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 225,741 | $14.7M |
| Victory Capital Management Inc. | 0.01% | Add +53.1% | 218,218 | $14.2M |
| Heron Bay Capital Management | 1.31% | Add +144.0% | 217,602 | $14.2M |
| Baird Financial Group, Inc. | 0.02% | Add +12.6% | 204,007 | $13.3M |
| State of Tennessee, Department of Treasury | 0.04% | No change | 202,621 | $13.2M |
| Summit Wealth Partners, LLC | 2.08% | No change | 201,700 | $13.2M |
| Danske Bank A/S | 0.03% | Reduce -0.7% | 200,963 | $13.1M |
| Whittier Trust Co. | 0.15% | Add +9.1% | 196,182 | $13.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Add +51.1% | 199,093 | $13.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -39.2% | 193,733 | $12.6M |
| Running Oak Capital LLC | 1.71% | Add +15.2% | 193,695 | $12.6M |
| New York State Teachers Retirement System | 0.03% | No change | 191,552 | $12.5M |
| Jackson Hill Advisors, LLC | 6.27% | Add +9.4% | 186,000 | $12.1M |
| Candriam S.C.A. | 0.06% | Reduce -10.3% | 185,909 | $12.1M |
| Baillie Gifford & Co. | 0.01% | Add +11.4% | 185,163 | $12.1M |
| Vancity Investment Management Ltd | 1.90% | Reduce -33.5% | 183,295 | $12.0M |
| Truist Financial Corp. | 0.02% | Reduce -27.7% | 180,172 | $11.7M |
| Aberdeen Group plc | 0.02% | Add +2.5% | 177,983 | $11.6M |
| Creative Planning | 0.01% | Add +78.2% | 177,258 | $11.6M |
| State of Wisconsin Investment Board | 0.03% | Add +9.1% | 175,013 | $11.4M |
| Millennium Management | 0.01% | Reduce -77.6% | 167,415 | $10.9M |
| Toronto Dominion Bank | 0.02% | Add +29.5% | 166,373 | $10.8M |
| Squarepoint Ops LLC | 0.02% | Reduce -47.7% | 163,650 | $10.7M |
| Quantinno Capital Management LP | 0.02% | Add +43.2% | 161,907 | $10.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.8% | 159,480 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +22.3% | 158,731 | $10.4M |
| River Road Asset Management, LLC | 0.12% | New | 157,107 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -92.4% | 155,448 | $10.1M |
| Quantbot Technologies LP | 0.41% | Reduce -2.9% | 153,936 | $10.0M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.97% | Add +24.8% | 150,136 | $9.8M |
| Tudor Investment Corporation | 0.05% | New | 146,311 | $9.5M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.1% | 145,727 | $9.5M |
| Kennedy Capital Management LLC | 0.20% | Add +64.7% | 144,850 | $9.4M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 144,823 | $9.4M |
| Speece Thorson Capital Group Inc. | 2.14% | Reduce -8.3% | 144,149 | $9.4M |
| FORA Capital, LLC | 0.69% | Add +709.9% | 143,923 | $9.4M |
| Mattern Capital Management, LLC | 1.11% | Add +3.9% | 142,695 | $9.3M |
| Prudential Financial Inc. | 0.01% | Reduce -1.9% | 141,144 | $9.2M |
| ExodusPoint Capital Management, LP | 0.09% | Reduce -29.4% | 137,499 | $9.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.1% | 136,418 | $8.9M |
| TD Asset Management Inc | 0.01% | Reduce -0.6% | 134,606 | $8.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -22.6% | 133,535 | $8.8M |
| Exchange Traded Concepts, LLC | 0.07% | Add +23706.7% | 132,127 | $8.6M |
| Channing Capital Management, LLC | 0.22% | Add +38.5% | 131,922 | $8.6M |
| Neuberger Berman Group LLC | 0.01% | Add +84.5% | 130,474 | $8.5M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +2.7% | 130,432 | $8.5M |
| OMERS ADMINISTRATION Corp | 0.05% | Add +2.3% | 127,485 | $8.3M |
| Motley Fool Wealth Management, LLC | 0.93% | Reduce -26.2% | 126,766 | $8.3M |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 126,328 | $8.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.0% | 124,300 | $8.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 123,613 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -25.3% | 123,301 | $8.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +68.9% | 123,245 | $8.0M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.6% | 121,669 | $7.9M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.8% | 121,271 | $7.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +348.1% | 119,212 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 118,788 | $7.7M |
| UMB Bank, n.a. | 0.11% | Reduce -0.3% | 118,550 | $7.7M |
| Tredje AP-fonden | 0.04% | Add +252.2% | 117,770 | $7.7M |
| Redwood Grove Capital, LLC | 2.45% | Add +26.5% | 116,400 | $7.6M |
| Courant Investment Management LLC | 7.41% | New | 116,397 | $7.6M |
| EdgePoint Investment Group Inc. | 0.06% | New | 113,500 | $7.4M |
| Vaughan David Investments LLC | 0.16% | No change | 113,372 | $7.4M |
| Hi-Line Capital Management, LLC | 2.32% | New | 113,242 | $7.4M |
| Vaughan Nelson Investment Management, L.P. | 0.07% | Add +78.1% | 111,257 | $7.3M |
| GHP Investment Advisors, Inc. | 0.29% | Add +12.6% | 109,124 | $7.1M |
| Lountzis Asset Management, LLC | 2.57% | Reduce -0.1% | 107,561 | $7.0M |
| Yousif Capital Management, LLC | 0.08% | Add +3.5% | 106,941 | $7.0M |
| Boston Trust Walden Corp | 0.06% | Add +20.7% | 104,175 | $6.8M |
| KLP Kapitalforvaltning As | 0.03% | No change | 101,700 | $6.6M |
| Spring Capital Management, LLC | 3.34% | Reduce -0.4% | 101,227 | $6.6M |
| LRZ Capital LLC | 3.30% | No change | 101,000 | $6.6M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.1% | 97,657 | $6.4M |
| Sciencast Management LP | 0.81% | New | 97,049 | $6.3M |
| Kingsview Wealth Management, LLC | 0.09% | Add +2515.9% | 95,689 | $6.2M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Add +4.0% | 92,223 | $6.1M |
| Wellington Management Group LLP | 0.00% | Reduce -23.2% | 93,263 | $6.1M |
| First Merchants Corp. | 0.23% | Add +1.8% | 92,353 | $6.0M |
| Mn Services Vermogensbeheer B.V. | 0.04% | No change | 92,248 | $6.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +2624.4% | 92,165 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.7% | 92,766 | $5.9M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -91.8% | 89,986 | $5.9M |
| Holocene Advisors, LP | 0.01% | New | 89,325 | $5.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +0.6% | 89,091 | $5.8M |
| Marks Group Wealth Management, Inc | 0.55% | Add +7.9% | 86,972 | $5.7M |
| Pictet North America Advisors SA | 0.56% | Reduce -6.2% | 86,393 | $5.6M |
| US Bancorp \de | 0.01% | Reduce -2.5% | 85,656 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | Add +2.6% | 84,234 | $5.5M |
| Public Sector Pension Investment Board | 0.02% | Add +11.1% | 83,239 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.8% | 82,722 | $5.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -70.6% | 81,749 | $5.3M |
| Cooper Investors PTY Ltd. | 2.16% | Reduce -12.0% | 81,433 | $5.3M |
| Czech National Bank | 0.03% | Add +3.0% | 79,732 | $5.2M |
| Arizona State Retirement System | 0.03% | Reduce -0.8% | 78,867 | $5.1M |
| BCM Advisors, LLC | 1.00% | No change | 88,234 | $5.1M |
| State of Michigan Retirement System | 0.03% | Reduce -0.5% | 76,451 | $5.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +26.5% | 73,801 | $4.8M |
| Motley Fool Asset Management LLC | 0.20% | Reduce -5.7% | 73,041 | $4.8M |
| XTX Topco Ltd | 0.08% | Add +72.5% | 71,980 | $4.7M |
| LBP Am SA | 0.06% | New | 71,629 | $4.7M |
| Kelleher Financial Advisors | 1.19% | New | 42,048 | $4.7M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -20.5% | 71,174 | $4.6M |
| Triad Investment Management | 5.46% | Add +31.0% | 70,885 | $4.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | Reduce -12.0% | 70,680 | $4.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.0% | 69,620 | $4.5M |
| Sawgrass Asset Management LLC | 0.68% | Reduce -2.3% | 69,482 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.9% | 69,323 | $4.5M |
| Capital International, Inc. | 0.04% | Add +6.8% | 69,297 | $4.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.1% | 68,197 | $4.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -5.3% | 67,927 | $4.4M |
| AQR Capital Management | 0.00% | Reduce -50.8% | 66,622 | $4.3M |
| Fifth Third Bancorp | 0.01% | Add +472.9% | 65,788 | $4.3M |
| National Bank of Canada | 0.00% | Reduce -51.8% | 64,987 | $4.2M |
| Parnassus Investments, LLC | 0.01% | Reduce -99.0% | 64,113 | $4.2M |
| DNB Asset Management AS | 0.01% | Add +8.5% | 62,917 | $4.1M |
| FIL Ltd | 0.00% | Reduce -77.7% | 62,312 | $4.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.5% | 62,169 | $4.1M |
| Westbourne Investment Advisors, Inc. | 1.18% | Reduce -2.7% | 62,099 | $4.0M |
| Tower Bridge Advisors | 0.39% | Reduce -9.6% | 61,416 | $4.0M |
| SEB Asset Management AB | 0.02% | — | 59,654 | $3.9M |
| Benjamin Edwards Inc. | 0.04% | Add +11.2% | 59,590 | $3.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +12.4% | 58,761 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -42.8% | 57,909 | $3.8M |
| Stonebridge Financial Group, LLC | 0.31% | Reduce -3.1% | 57,441 | $3.7M |
| MUFG Securities EMEA plc | 0.06% | No change | 57,425 | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Reduce -49.5% | 56,477 | $3.7M |
| Allstate Corp. | 0.04% | Add +166.1% | 56,374 | $3.7M |
| &partners | 0.02% | Add +22.3% | 55,777 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 55,734 | $3.6M |
| Xponance LLC | 0.03% | Add +14.0% | 54,663 | $3.6M |
| Wilson Asset Management (international) PTY Ltd. | 1.00% | No change | 54,440 | $3.6M |
| Amalgamated Bank | 0.03% | Reduce -2.7% | 53,663 | $3.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.2% | 52,736 | $3.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.6% | 52,481 | $3.4M |
| Agf Management Ltd. | 0.02% | Add +41.9% | 52,416 | $3.4M |
| Bank of Nova Scotia | 0.01% | Reduce -29.6% | 50,761 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +67.9% | 49,731 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.2% | 49,549 | $3.2M |
| IFM Investors Pty Ltd | 0.03% | Reduce -6.1% | 49,398 | $3.2M |
| Southeast Asset Advisors, LLC | 0.35% | Add +0.8% | 49,080 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -81.8% | 47,436 | $3.1M |
| Utah Retirement Systems | 0.03% | Reduce -0.5% | 46,387 | $3.0M |
| Walleye Capital LLC | 0.02% | Reduce -35.4% | 44,825 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 44,495 | $2.9M |
| KBC Group NV | 0.01% | Reduce -1.9% | 44,294 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +37.2% | 44,062 | $2.9M |
| Park National Corp. | 0.09% | Reduce -1.5% | 44,008 | $2.9M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -0.9% | 43,491 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | Add +12.7% | 43,321 | $2.8M |
| Stephens Inc. | 0.03% | Reduce -4.7% | 41,969 | $2.7M |
| Davidson Kahn Capital Management, LLC | 1.45% | Add +25.7% | 41,850 | $2.7M |
| NEOS Investment Management LLC | 0.01% | Add +33.6% | 41,697 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.15% | Reduce -24.9% | 41,381 | $2.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.7% | 41,072 | $2.7M |
| New York Life Investment Management LLC | 0.02% | Add +1.0% | 40,603 | $2.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -22.0% | 39,998 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.0% | 39,495 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.3% | 38,767 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +32.3% | 38,702 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -26.3% | 37,771 | $2.5M |
| Legacy Financial Strategies, LLC | 0.44% | Add +8.1% | 36,974 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 36,804 | $2.4M |
| Ethic Inc. | 0.04% | Add +56.1% | 36,597 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Add +4.2% | 35,981 | $2.3M |
| Integrity Financial Corp | 1.16% | Add +0.0% | 35,778 | $2.3M |
| Credit Agricole S A | 0.01% | Reduce -69.8% | 35,728 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -2.2% | 35,199 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.0% | 35,109 | $2.3M |
| Crawford Investment Counsel Inc. | 0.04% | Add +19.6% | 34,379 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.3% | 33,552 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Add +62.9% | 33,487 | $2.2M |
| Transcend Capital Advisors, LLC | 0.17% | Add +11.9% | 32,921 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.8% | 32,165 | $2.1M |
| Tidal Investments LLC | 0.01% | Add +65.3% | 31,796 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +40.4% | 31,065 | $2.0M |
| Jain Global LLC | 0.03% | Reduce -96.3% | 30,958 | $2.0M |
| Intech Investment Management LLC | 0.02% | Reduce -40.4% | 30,914 | $2.0M |
| Delta Global Management LP | 0.16% | Add +17.6% | 30,835 | $2.0M |
| Capital International Sarl | 0.03% | Add +27.0% | 30,813 | $2.0M |
| OP Asset Management Ltd | 0.02% | Reduce -7.5% | 30,640 | $2.0M |
| Carnegie Investment Counsel | 0.04% | New | 30,440 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 30,193 | $2.0M |
| Avanza Fonder AB | 0.05% | No change | 30,139 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +24.6% | 29,610 | $1.9M |
| Elser Financial Planning, Inc | 0.09% | Reduce -0.1% | 29,512 | $1.9M |
| Empowered Funds, LLC | 0.01% | New | 28,905 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.7% | 28,798 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -22.3% | 28,517 | $1.9M |
| Swiss Life Asset Management Ltd | 0.01% | Add +25.1% | 28,317 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.3% | 28,221 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +12879.5% | 28,425 | $1.8M |
| Invst, LLC | 0.21% | Add +15.9% | 28,021 | $1.8M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -41.7% | 27,151 | $1.8M |
| Maridea Wealth Management LLC | 0.25% | Add +13.8% | 26,670 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +31.7% | 26,610 | $1.7M |
| M Holdings Securities, Inc. | 0.12% | Reduce -0.0% | 31,307 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.25% | Reduce -0.1% | 26,338 | $1.7M |
| Ironvine Capital Partners, LLC | 0.19% | Add +29.6% | 25,877 | $1.7M |
| Jones Kertz & Associates, Inc. | 0.90% | New | 25,860 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +7.9% | 24,873 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +0.8% | 24,804 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 24,601 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.7% | 24,402 | $1.6M |
| Nicholson Wealth Management Group, LLC | 0.93% | Add +7.8% | 24,325 | $1.6M |
| Harbor Advisors LLC | 0.23% | No change | 24,000 | $1.6M |
| Salem Investment Counselors Inc. | 0.05% | No change | 24,000 | $1.6M |
| STRS Ohio | 0.01% | Reduce -0.5% | 23,298 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Add +0.1% | 22,864 | $1.5M |
| Third View Private Wealth, LLC | 0.20% | Add +13.6% | 22,569 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.03% | Add +44.6% | 22,201 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +23.1% | 21,799 | $1.4M |
| WCM Investment Management, LLC | 0.00% | Add +13.1% | 21,561 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 21,534 | $1.4M |
| Cacti Asset Management LLC | 0.08% | No change | 21,000 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +6.7% | 20,782 | $1.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +67.9% | 20,436 | $1.3M |
| Inspire Investing, LLC | 0.08% | Add +392.1% | 20,232 | $1.3M |
| WealthPLAN Partners, LLC | 0.25% | Reduce -34.4% | 19,992 | $1.3M |
| Praxis Investment Management Inc. | 0.08% | Add +35.4% | 19,804 | $1.3M |
| Fairbanks Capital Management, Inc. | 0.80% | Reduce -2.4% | 19,655 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -21.7% | 19,343 | $1.3M |
| Fiduciary Trust Co | 0.01% | Reduce -6.4% | 19,259 | $1.3M |
| Boston Partners | 0.00% | Add +11.2% | 19,180 | $1.3M |
| Mgo One Seven LLC | 0.02% | Reduce -7.0% | 18,980 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce -1.6% | 18,946 | $1.2M |
| Quantitative Investment Management, LLC | 0.13% | Add +13.4% | 18,656 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 18,618 | $1.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -12.0% | 18,369 | $1.2M |
| Axq Capital, LP | 0.15% | Add +177.4% | 18,249 | $1.2M |
| Peninsula Asset Management Inc. | 0.60% | Add +24.9% | 18,165 | $1.2M |
| Abn Amro Investment Solutions | 0.02% | Reduce -96.1% | 18,009 | $1.2M |
| Mizuho Securities USA LLC | 0.03% | Reduce -17.2% | 17,699 | $1.2M |
| Ameriflex Group, Inc. | 0.58% | No change | 17,525 | $1.1M |
| Aigen Investment Management, LP | 0.29% | New | 17,278 | $1.1M |
| Pullen Investment Management, LLC | 0.56% | New | 17,214 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +8.3% | 16,844 | $1.1M |
| Callan Family Office, LLC | 0.02% | Reduce -16.6% | 16,782 | $1.1M |
| Hartford Investment Management Co. | 0.03% | Reduce -2.5% | 16,713 | $1.1M |
| Roundview Capital LLC | 0.07% | Reduce -29.7% | 16,643 | $1.1M |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -0.6% | 16,624 | $1.1M |
| Evermay Wealth Management LLC | 0.12% | No change | 16,495 | $1.1M |
| Norinchukin Bank, The | 0.01% | Reduce -0.4% | 15,933 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Add +72.0% | 15,880 | $1.0M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -4.8% | 15,717 | $1.0M |
| Metis Global Partners, LLC | 0.03% | Reduce -7.5% | 15,677 | $1.0M |
| CVFG LLC | 0.13% | New | 15,494 | $1.0M |
| Cim, LLC | 0.14% | Reduce -55.8% | 15,163 | $989K |
| Monte Financial Group, LLC | 0.35% | Add +29.5% | 15,161 | $989K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.7% | 14,900 | $972K |
| HB Wealth Management, LLC | 0.01% | Add +6.8% | 14,877 | $970K |
| M&T Bank Corp | 0.00% | Reduce -21.1% | 14,641 | $954K |
| iSAM Funds (UK) Ltd | 0.47% | New | 14,526 | $947K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.5% | 14,340 | $935K |
| Ostrum Asset Management | 0.05% | Add +1.5% | 14,317 | $934K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +127.3% | 14,291 | $932K |
| Vident Advisory, LLC | 0.01% | Add +78.5% | 14,194 | $926K |
| Two Sigma Securities, LLC | 0.11% | New | 14,044 | $916K |
| Markel Group | 0.01% | Add +27.3% | 14,000 | $913K |
| Maryland State Retirement & Pension System | 0.02% | No change | 13,909 | $907K |
| Choreo, LLC | 0.01% | Reduce -12.2% | 13,838 | $902K |
| AG2R La Mondiale Gestion D'actifs | 0.04% | Add +1.3% | 13,815 | $901K |
| Greenleaf Trust | 0.01% | Reduce -9.7% | 13,685 | $892K |
| New Mexico Educational Retirement Board | 0.03% | No change | 13,600 | $887K |
| Glenmede Trust Co. NA | 0.00% | Reduce -31.2% | 13,547 | $883K |
| Wedbush Securities Inc. | 0.03% | Add +5.0% | 13,449 | $877K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.9% | 13,332 | $869K |
| ING Groep NV | 0.01% | Reduce -1.9% | 13,297 | $867K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.2% | 13,290 | $867K |
| Cannell & Spears LLC | 0.02% | Add +5.6% | 13,284 | $866K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 12,956 | $845K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.0% | 12,796 | $844K |
| Compass Ion Advisors, LLC | 0.08% | Add +9.6% | 12,794 | $834K |
| Cathy Pareto & Associates, Inc. | 0.56% | Reduce -0.1% | 12,762 | $832K |
| Trueblood Wealth Management, LLC | 0.32% | Reduce -36.2% | 12,558 | $819K |
| SlateStone Wealth, LLC | 0.07% | Reduce -7.0% | 12,535 | $817K |
| Summit Financial, LLC | 0.01% | Reduce -62.4% | 12,091 | $788K |
| Cross Staff Investments Inc | 0.40% | Add +0.7% | 12,081 | $788K |
| Occudo Quantitative Strategies LP | 0.04% | New | 12,975 | $780K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.3% | 11,747 | $766K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -22.4% | 11,744 | $766K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 11,721 | $764K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -0.1% | 11,630 | $758K |
| Gilbert & Cook, Inc. | 0.10% | Add +3.8% | 11,622 | $758K |
| Diversified Trust Co. | 0.01% | Add +5.5% | 11,520 | $751K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.9% | 11,460 | $747K |
| Benchmark Investment Advisors LLC | 0.43% | — | 11,377 | $742K |
| Resonant Capital Advisors, LLC | 0.04% | Add +9.9% | 11,341 | $740K |
| Osmosis Investment Management UK Ltd | 0.02% | Add +124.3% | 11,262 | $734K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -23.4% | 11,212 | $731K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -18.0% | 11,150 | $727K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.4% | 11,082 | $723K |
| Schroder Investment Management Group | 0.00% | Reduce -27.9% | 11,071 | $722K |
| C WorldWide Group Holding A/S | 0.02% | Reduce -17.7% | 11,022 | $719K |
| Live Oak Private Wealth LLC | 0.10% | Reduce -2.3% | 10,965 | $715K |
| First Trust Advisors LP | 0.00% | Reduce -4.3% | 10,964 | $715K |
| Brevan Howard Capital Management LP | 0.01% | New | 10,957 | $715K |
| Equitable Trust Co. | 0.03% | Add +1.7% | 10,901 | $711K |
| Chaney Capital Management, Inc. | 0.25% | No change | 10,864 | $708K |
| Brooklyn Investment Group | 0.02% | Reduce -37.4% | 10,823 | $706K |
| Saudi Central Bank | 0.01% | New | 10,712 | $699K |
| Texas Yale Capital Corp. | 0.02% | Add +75.3% | 10,638 | $694K |
| Greenfield Seitz Capital Management, LLC | 0.21% | No change | 10,600 | $691K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -21.1% | 10,521 | $686K |
| Secured Retirement Advisors, LLC | 0.38% | New | 10,302 | $672K |
| Numerai GP LLC | 0.07% | Add +127.8% | 10,244 | $668K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -11.9% | 10,194 | $665K |
| Horizon Investments, LLC | 0.01% | Add +1.4% | 10,163 | $661K |
| Parkwoods Wealth Partners, LLC | 0.16% | Reduce -0.0% | 10,052 | $655K |
| Penobscot Investment Management Company, Inc. | 0.05% | Reduce -51.6% | 10,049 | $655K |
| Harmony Asset Management LLC | 0.20% | No change | 10,000 | $652K |
| Access Investment Management LLC | 0.17% | No change | 10,000 | $652K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +64.3% | 9,823 | $641K |
| Advisory Alpha, LLC | 0.02% | Add +21.5% | 9,787 | $638K |
| Radnor Capital Management, LLC | 0.09% | Add +1.5% | 9,760 | $636K |
| Natixis | 0.00% | New | 9,749 | $636K |
| Hunter Associates Investment Management LLC | 0.08% | Add +37.6% | 9,689 | $632K |
| Glenview Trust Co | 0.01% | Add +9.2% | 9,682 | $631K |
| Panagora Asset Management Inc. | 0.00% | Reduce -38.1% | 9,618 | $627K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 9,594 | $626K |
| Occidental Asset Management, LLC | 0.07% | Reduce -0.5% | 9,548 | $623K |
| Principal Securities, Inc. | 0.01% | Reduce -10.6% | 9,509 | $620K |
| Wedge Capital Management L L P | 0.01% | Reduce -36.6% | 9,409 | $614K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 9,368 | $611K |
| CenterBook Partners LP | 0.03% | Add +12.0% | 9,315 | $607K |
| Financial Enhancement Group LLC | 0.08% | Add +3.0% | 8,969 | $607K |
| Sfm, LLC | 0.36% | Add +47.2% | 9,178 | $599K |
| AE Wealth Management LLC | 0.00% | Reduce -32.0% | 9,152 | $597K |
| Proficio Capital Partners LLC | 0.03% | Add +0.0% | 9,019 | $588K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,938 | $583K |
| Hyperion Capital Advisors LP | 0.28% | Add +18.7% | 8,900 | $580K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 8,890 | $580K |
| Commerce Bank | 0.00% | Reduce -1.3% | 8,822 | $575K |
| Sterling Capital Management LLC | 0.01% | Reduce -92.3% | 8,787 | $573K |
| MML Investors Services, LLC | 0.00% | Reduce -62.6% | 8,756 | $571K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.3% | 8,540 | $557K |
| CWC Advisors, LLC. | 0.26% | Add +3.5% | 8,484 | $553K |
| Independent Advisor Alliance | 0.01% | Reduce -74.9% | 8,481 | $553K |
| Prudential PLC | 0.00% | Reduce -45.9% | 8,460 | $552K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +0.3% | 8,369 | $546K |
| North Dakota State Investment Board | 0.02% | Reduce -12.6% | 8,347 | $544K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.24% | Add +3.9% | 8,273 | $539K |
| Cwm, LLC | 0.00% | Reduce -19.4% | 8,239 | $537K |
| Twinbeech Capital LP | 0.05% | New | 8,119 | $529K |
| Mufg Securities Americas Inc. | 0.03% | Add +2.4% | 8,101 | $528K |
| Summitry LLC | 0.02% | New | 8,086 | $527K |
| CX Institutional | 0.02% | Reduce -16.5% | 8,077 | $527K |
| Atlas Legacy Advisors, LLC | 0.10% | Reduce -1.1% | 8,060 | $526K |
| Polymer Capital Management (US) LLC | 0.08% | New | 8,045 | $525K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.3% | 7,884 | $514K |
| Equitable Holdings, Inc. | 0.00% | Add +56.2% | 6,533 | $513K |
| Oxford Asset Management LLP | 0.20% | New | 7,746 | $505K |
| Global X Japan Co., Ltd. | 0.03% | Add +19.0% | 7,700 | $502K |
| Balefire, LLC | 0.09% | New | 7,668 | $500K |
| Nomura Holdings Inc. | 0.00% | Reduce -5.1% | 7,655 | $499K |
| Verdence Capital Advisors LLC | 0.03% | Add +6.3% | 7,622 | $497K |
| Pinebridge Investments LLC | 0.00% | Reduce -10.5% | 7,609 | $496K |
| Brighton Jones LLC | 0.01% | New | 7,587 | $495K |
| Vise Technologies, Inc. | 0.01% | No change | 6,097 | $486K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -23.5% | 7,443 | $485K |
| Brookstone Capital Management | 0.01% | Reduce -1.4% | 7,379 | $481K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | Reduce -16.4% | 7,355 | $480K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 7,342 | $479K |
| TrinityBridge Ltd | 0.01% | Reduce -93.6% | 7,323 | $478K |
| Aware Super Pty Ltd as trustee of Aware Super | 0.01% | — | 7,308 | $477K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.8% | 7,145 | $466K |
| Hamilton Capital Partners Inc. | 0.02% | Add +21.8% | 7,121 | $464K |
| DAVENPORT & Co LLC | 0.00% | Reduce -75.8% | 7,115 | $464K |
| Copeland Capital Management, LLC | 0.01% | Reduce -93.0% | 7,105 | $463K |
| D. E. Shaw & Co. | 0.00% | Reduce -87.8% | 7,100 | $463K |
| SevenBridge Financial Group, LLC | 0.07% | No change | 6,721 | $456K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.7% | 6,974 | $455K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -99.2% | 6,966 | $454K |
| Moors & Cabot, Inc. | 0.02% | Add +1.2% | 6,934 | $452K |
| Odyssean, LLC | 0.16% | New | 6,878 | $449K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 6,871 | $448K |
| Studio Investment Management LLC | 0.08% | Add +3.8% | 6,865 | $448K |
| SummitTX Capital, L.P. | 0.01% | Reduce -48.8% | 6,863 | $448K |
| Xcel Wealth Management, LLC | 0.13% | No change | 6,834 | $446K |
| Talon Private Wealth, LLC | 0.06% | — | 6,735 | $439K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -0.8% | 6,682 | $436K |
| Ticino Wealth | 0.15% | Reduce -26.3% | 5,961 | $433K |
| GAMMA Investing LLC | 0.02% | Reduce -5.8% | 6,522 | $425K |
| Jump Financial, LLC | 0.01% | Reduce -84.4% | 6,446 | $420K |
| Holland Advisory Services, Inc. | 0.56% | Reduce -9.0% | 6,427 | $419K |
| Gsa Capital Partners LLP | 0.03% | New | 6,333 | $413K |
| Ritholtz Wealth Management | 0.01% | New | 6,269 | $409K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -32.8% | 6,218 | $405K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -58.4% | 6,148 | $401K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +22.7% | 6,144 | $401K |
| Waverly Advisors, LLC | 0.00% | Add +11.6% | 6,095 | $397K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -28.7% | 5,973 | $397K |
| Trust Point Inc. | 0.03% | Add +21.3% | 6,059 | $395K |
| Huntington National Bank | 0.00% | Add +0.5% | 6,036 | $394K |
| BBR Partners, LLC | 0.02% | New | 5,996 | $391K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.4% | 5,983 | $390K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 5,944 | $388K |
| Leonteq Securities AG | 0.02% | Reduce -18.5% | 5,866 | $383K |
| Gateway Investment Advisers LLC | 0.00% | Add +14.1% | 5,844 | $381K |
| Engineers Gate Manager LP | 0.00% | Reduce -4.7% | 5,840 | $381K |
| AlphaGrep UK Ltd | 0.11% | Reduce -24.1% | 5,832 | $380K |
| Virtu Financial LLC | 0.02% | Add +3.8% | 5,829 | $380K |
| Vontobel Holding Ltd. | 0.00% | Add +11.9% | 5,802 | $378K |
| Evergreen Capital Management LLC | 0.01% | Add +87.2% | 5,739 | $374K |
| Woodline Partners LP | 0.00% | New | 5,702 | $372K |
| Revisor Wealth Management LLC | 0.10% | Add +16.0% | 5,528 | $371K |
| Advisor OS, LLC | 0.03% | Add +4.0% | 5,681 | $370K |
| Evolve Private Wealth, LLC | 0.02% | Add +52.0% | 5,664 | $369K |
| Verity Asset Management, Inc. | 0.15% | New | 5,662 | $369K |
| V-Square Quantitative Management LLC | 0.04% | Add +30.6% | 5,632 | $367K |
| S-Bank Fund Management Ltd | 0.05% | Reduce -3.6% | 5,604 | $365K |
| MJP Associates Inc. | 0.04% | Add +5.9% | 5,560 | $363K |
| Mirabella Financial Services LLP | 0.04% | New | 5,395 | $352K |
| Journey Strategic Wealth LLC | 0.01% | Add +21.0% | 5,376 | $351K |
| American National Bank of Texas | 0.33% | Add +9.3% | 5,368 | $350K |
| Centennial Bank | 0.12% | No change | 5,324 | $347K |
| Apollon Wealth Management, LLC | 0.01% | Add +67.3% | 5,208 | $340K |
| Boothbay Fund Management, LLC | 0.01% | Add +105.8% | 5,195 | $339K |
| Vestcor Inc | 0.01% | No change | 5,183 | $338K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 5,162 | $337K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -4.4% | 5,148 | $336K |
| Boreal Capital Management LLC | 0.32% | Reduce -30.9% | 5,113 | $333K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -6.9% | 5,104 | $333K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -6.4% | 5,083 | $331K |
| Signaturefd, LLC | 0.01% | Add +70.0% | 5,014 | $327K |
| Bullock Wealth Management Group | 0.16% | Add +0.2% | 5,058 | $326K |
| Phillips Financial Management, LLC | 0.02% | Reduce -2.2% | 4,949 | $323K |
| RMR Capital Management, LLC | 0.23% | Reduce -36.1% | 4,918 | $321K |
| Harbor Capital Advisors, Inc. | 0.03% | New | 4,874 | $318K |
| Jane Street Group, LLC | 0.00% | Reduce -51.9% | 4,848 | $316K |
| Gibbs Wealth Management | 0.04% | Add +18.9% | 4,804 | $313K |
| Blue Zone Wealth Advisors, LLC | 0.06% | New | 4,800 | $313K |
| Gen-Wealth Partners Inc | 0.10% | Add +37.2% | 4,679 | $305K |
| TCW Group Inc. | 0.00% | Add +5.1% | 4,596 | $300K |
| Forum Private Client Group LLC | 0.10% | Reduce -0.6% | 4,579 | $299K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -93.1% | 4,563 | $298K |
| Wbi Investments, LLC | 0.08% | Reduce -81.0% | 4,555 | $297K |
| Millington Securities, LLC | 0.08% | — | 4,555 | $297K |
| First National Bank of Omaha | 0.01% | Reduce -89.0% | 4,516 | $294K |
| Northbridge Financial Group, LLC | 0.13% | New | 4,352 | $294K |
| Meeder Advisory Services, Inc. | 0.01% | Add +23.3% | 4,502 | $294K |
| Strategy Asset Managers LLC | 0.05% | Add +21.4% | 4,450 | $290K |
| Brown Advisory Inc. | 0.00% | Reduce -69.2% | 4,417 | $288K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -15.9% | 4,373 | $285K |
| Teacher Retirement System of Texas | 0.00% | Reduce -54.7% | 4,347 | $283K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -25.1% | 4,343 | $283K |
| Apriem Advisors | 0.03% | No change | 4,343 | $283K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.1% | 4,323 | $282K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -66.6% | 4,321 | $282K |
| Tema ETFs LLC | 0.02% | Add +0.5% | 4,302 | $281K |
| Serenity Investment Advisors | 0.13% | Reduce -25.8% | 4,851 | $280K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +32.3% | 4,285 | $279K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +34.4% | 4,253 | $277K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +2.4% | 4,214 | $275K |
| Belpointe Asset Management LLC | 0.01% | Reduce -3.4% | 4,141 | $270K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 4,140 | $270K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -2.4% | 4,134 | $270K |
| Canada Post Corp Registered Pension Plan | 0.01% | Reduce -42.6% | 4,110 | $268K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +9.6% | 4,058 | $265K |
| Washington Trust Bank | 0.02% | Reduce -0.8% | 4,037 | $263K |
| Crestwood Advisors Group, LLC | 0.00% | Add +19.9% | 4,009 | $261K |
| Means Investment Co., Inc. | 0.02% | Reduce -3.7% | 4,000 | $261K |
| Regions Financial Corp. | 0.00% | Add +38.0% | 3,903 | $255K |
| Somerset Trust Co | 0.08% | Reduce -0.7% | 3,797 | $248K |
| George Kaiser Family Foundation | 0.03% | No change | 3,768 | $246K |
| Prescott Group Capital Management, L.L.C. | 0.02% | No change | 3,768 | $246K |
| Moment Partners, LLC | 0.04% | Reduce -0.5% | 3,732 | $243K |
| Arq Wealth Advisors, LLC | 0.04% | New | 3,725 | $243K |
| Ballentine Partners, LLC | 0.00% | Add +1.8% | 3,709 | $242K |
| Checchi Capital Advisers, LLC | 0.02% | Add +22.1% | 3,669 | $239K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +0.2% | 3,578 | $233K |
| Quadrant Capital Group LLC | 0.01% | Add +48.8% | 3,544 | $231K |
| QRG Capital Management, Inc. | 0.00% | Reduce -85.6% | 3,521 | $230K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -19.5% | 3,513 | $229K |
| IFP Advisors, Inc | 0.00% | Reduce -81.8% | 3,501 | $228K |
| Xxi Wealth, LLC | 0.13% | Reduce -11.2% | 3,443 | $225K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -15.9% | 3,442 | $224K |
| Frank, Rimerman Advisors LLC | 0.01% | Add +17.7% | 3,441 | $224K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 3,439 | $224K |
| Impact Capital Partners LLC | 0.07% | Add +23.2% | 3,421 | $223K |
| World Investment Advisors | 0.00% | Reduce -14.5% | 3,416 | $223K |
| Red Door Wealth Management, LLC | 0.02% | Add +13.2% | 3,393 | $221K |
| Norden Group LLC | 0.02% | Reduce -47.4% | 3,382 | $221K |
| Arkadios Wealth Advisors | 0.00% | Reduce -0.6% | 3,332 | $217K |
| Phillips Wealth Planners LLC | 0.16% | Add +14.8% | 3,835 | $212K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,244 | $212K |
| Syon Capital LLC | 0.01% | New | 3,227 | $210K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.9% | 3,214 | $210K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -57.5% | 3,202 | $209K |
| Venator Management LLC | 0.05% | New | 3,200 | $209K |
| Tocqueville Asset Management L.P. | 0.00% | New | 3,200 | $209K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.8% | 3,191 | $208K |
| Dana Investment Advisors, Inc. | 0.01% | New | 3,178 | $207K |
| Merit Financial Group, LLC | 0.00% | Add +12.3% | 3,154 | $206K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -6.5% | 3,133 | $204K |
| Patton Fund Management, Inc. | 0.03% | Add +10.6% | 3,123 | $204K |
| GTS Securities LLC | 0.01% | Reduce -24.8% | 3,102 | $202K |
| Credit Capital Investments LLC | 0.18% | No change | 3,100 | $202K |
| Fisher Asset Management | 0.00% | Reduce -12.6% | 3,098 | $202K |
| Park Avenue Securities LLC | 0.00% | New | 3,075 | $201K |
| Parallel Advisors, LLC | 0.00% | Add +14.0% | 3,077 | $201K |
| Boston Family Office LLC | 0.01% | Reduce -6.5% | 3,070 | $200K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +253.4% | 2,976 | $194K |
| Operose Advisors LLC | 0.04% | No change | 2,900 | $189K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -27.6% | 2,673 | $174K |
| Assetmark, Inc. | 0.00% | Add +192.0% | 2,628 | $171K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.8% | 2,569 | $165K |
| MAI Capital Management | 0.00% | Add +12.7% | 2,503 | $163K |
| Clearstead Advisors, LLC | 0.00% | Add +86.0% | 2,435 | $159K |
| Quent Capital, LLC | 0.01% | Add +218.4% | 2,391 | $156K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.4% | 2,314 | $151K |
| Blue Trust, Inc. | 0.00% | Add +164.7% | 2,176 | $142K |
| Mather Group, Llc. | 0.00% | Reduce -23.7% | 2,176 | $142K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,063 | $135K |
| Smithfield Trust Co | 0.01% | Reduce -0.8% | 1,883 | $122K |
| Allworth Financial LP | 0.00% | Add +22.7% | 1,813 | $118K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,801 | $117K |
| Penserra Capital Management LLC | 0.00% | Add +3.2% | 1,636 | $105K |
| Ascentis Wealth Management, LLC | 0.02% | Add +10.1% | 1,607 | $105K |
| Montag A & Associates Inc. | 0.00% | Add +249.1% | 1,606 | $105K |
| Larson Financial Group LLC | 0.00% | Add +118.1% | 1,581 | $103K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +45.4% | 1,492 | $97K |
| Bayforest Capital Ltd | 0.11% | New | 1,462 | $95K |
| Harbour Investments, Inc. | 0.00% | Add +12.8% | 1,377 | $90K |
| Steph & Co. | 0.02% | Reduce -45.7% | 1,314 | $86K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.3% | 1,300 | $85K |
| CoreCap Advisors, LLC | 0.00% | Add +0.8% | 1,299 | $85K |
| Ascentis Independent Advisors | 0.01% | New | 1,276 | $83K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -1.6% | 1,207 | $79K |
| Private Trust Co. NA | 0.01% | Add +2.6% | 1,177 | $77K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -0.3% | 1,131 | $74K |
| Caldwell Trust Co | 0.01% | No change | 1,113 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,106 | $72K |
| TD Private Client Wealth LLC | 0.00% | Reduce -51.9% | 1,043 | $68K |
| Dorato Capital Management | 0.05% | No change | 980 | $66K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,000 | $65K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.0% | 924 | $60K |
| First Horizon Corp. | 0.00% | Add +1.4% | 845 | $55K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 835 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.9% | 821 | $54K |
| Orion Capital Management LLC | 0.02% | No change | 807 | $53K |
| CYBER HORNET ETFs LLC | 0.03% | Add +16.4% | 808 | $52K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 668 | $44K |
| Gables Capital Management Inc. | 0.02% | No change | 668 | $44K |
| Destiny Wealth Partners, LLC | 0.00% | New | 660 | $43K |
| Covestor Ltd | 0.03% | Reduce -26.3% | 660 | $43K |
| CVA Family Office, LLC | 0.00% | Add +651.7% | 654 | $43K |
| Cromwell Holdings LLC | 0.02% | Reduce -13.6% | 622 | $41K |
| Curio Wealth, LLC | 0.01% | Add +0.2% | 601 | $39K |
| Wellington-Altus USA Inc. | 0.02% | No change | 606 | $39K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -46.2% | 589 | $38K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 567 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 560 | $37K |
| Generali Investments, Management Co LLC | 0.01% | No change | 542 | $35K |
| Cheviot Value Management, LLC | 0.00% | No change | 530 | $35K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -1.8% | 506 | $33K |
| First PREMIER Bank | 0.01% | No change | 424 | $28K |
| Rothschild Investment LLC | 0.00% | Add +26.4% | 421 | $27K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 420 | $27K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 410 | $27K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | Add +54.0% | 402 | $26K |
| Board of the Pension Protection Fund | 0.02% | Reduce -20.0% | 400 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 400 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 400 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 399 | $26K |
| TFC Financial Management, Inc. | 0.00% | No change | 386 | $25K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -5.5% | 381 | $25K |
| Zions Bancorporation, National Association | 0.00% | Reduce -85.0% | 373 | $24K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -62.1% | 333 | $22K |
| Basepoint Wealth LLC | 0.01% | No change | 333 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | New | 327 | $21K |
| GW&K Investment Management, LLC | 0.00% | Reduce -8.3% | 320 | $21K |
| First Command Advisory Services, Inc. | 0.00% | Add +210.9% | 314 | $20K |
| Horizon Financial Services, LLC | 0.01% | Add +643.9% | 305 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 293 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +49.2% | 294 | $19K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 378 | $19K |
| Darwin Wealth Management, LLC | 0.01% | No change | 271 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 256 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +66.7% | 250 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +7.0% | 245 | $16K |
| Ancora Advisors LLC | 0.00% | Reduce -43.3% | 242 | $16K |
| Sankala Group LLC | 0.01% | No change | 234 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | Add +510.5% | 232 | $15K |
| Truvestments Capital LLC | 0.00% | Add +22.3% | 230 | $15K |
| Colonial Trust Co / SC | 0.00% | Add +15.3% | 226 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 216 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.3% | 209 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 204 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 200 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 192 | $13K |
| Kings Path Partners LLC | 0.00% | Reduce -17.8% | 190 | $12K |
| Eastern Bank | 0.00% | No change | 180 | $12K |
| Bokf, NA | 0.00% | New | 175 | $11K |
| Raiffeisen Bank International AG | 0.00% | Reduce -98.0% | 167 | $11K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 162 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -54.1% | 162 | $11K |
| Hickory Point Bank & Trust | 0.01% | New | 155 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 150 | $10K |
| Red Tortoise LLC | 0.00% | No change | 147 | $10K |
| Root Financial Partners, LLC | 0.00% | Reduce -41.6% | 139 | $9K |
| SRH Advisors, LLC | 0.00% | No change | 136 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.7% | 132 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +316.1% | 129 | $8K |
| Richardson Capital Management LLC | 0.00% | New | 127 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +61.5% | 126 | $8K |
| IMG Wealth Management, Inc. | 0.01% | New | 125 | $8K |
| CENTRAL TRUST Co | 0.00% | Add +72.2% | 124 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | New | 118 | $8K |
| SHP Wealth Management | 0.00% | Add +15.7% | 118 | $8K |
| MV Capital Management, Inc. | 0.00% | Reduce -15.0% | 113 | $7K |
| First Pacific Financial | 0.00% | Add +211.1% | 112 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 111 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Add +7.0% | 107 | $7K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -73.2% | 102 | $7K |
| J.Safra Asset Management Corp | 0.00% | Reduce -41.2% | 100 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -65.6% | 110 | $6K |
| Westfuller Advisors, LLC | 0.00% | Add +1228.6% | 93 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 88 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 85 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -38.0% | 85 | $6K |
| Cornerstone Financial Management LLC | 0.01% | Add +12.0% | 84 | $5K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 84 | $5K |
| Key Financial Inc | 0.00% | Reduce -10.6% | 84 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +7900.0% | 80 | $5K |
| Forum Finance Group S.A. | 0.00% | — | 90 | $5K |
| Avion Wealth | 0.00% | Add +70.0% | 85 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +43.4% | 76 | $5K |
| City State Bank | 0.00% | Reduce -1.3% | 74 | $5K |
| Manchester Capital Management LLC | 0.00% | Reduce -99.1% | 74 | $5K |
| Hughes Financial Services, LLC | 0.00% | Reduce -50.7% | 74 | $5K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 71 | $5K |
| Meeder Asset Management Inc. | 0.00% | Reduce -20.4% | 70 | $5K |
| Union Savings Bank | 0.00% | No change | 68 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 65 | $4K |
| True Wealth Design, LLC | 0.00% | New | 64 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +16.7% | 63 | $4K |
| North Star Investment Management Corp. | 0.00% | Add +51.2% | 62 | $4K |
| Kilter Group LLC | 0.00% | Add +43.9% | 59 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +18.9% | 63 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +64.5% | 51 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 50 | $3K |
| Summit Securities Group LLC | 0.00% | Reduce -89.0% | 48 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 48 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 47 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $3K |
| Abound Wealth Management | 0.00% | No change | 39 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -80.6% | 37 | $2K |
| Aspect Partners, LLC | 0.00% | Add +100.0% | 36 | $2K |
| NBT Bank, N.A. | 0.00% | Reduce -55.0% | 36 | $2K |
| Copia Wealth Management | 0.00% | No change | 35 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 35 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -47.0% | 35 | $2K |
| Clark Wealth Partners | 0.00% | New | 34 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -46.9% | 34 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +153.8% | 33 | $2K |
| Rossby Financial, LCC | 0.00% | Add +10.0% | 33 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +3.2% | 32 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 31 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +82.3% | 31 | $2K |
| Wall Street Financial Group, Inc. | 0.00% | New | 28 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -24.3% | 28 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 26 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 25 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +4.3% | 24 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +71.4% | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -30.3% | 23 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +283.3% | 23 | $2K |
| Estabrook Capital Management | 0.00% | New | 21 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +5.3% | 20 | $1K |
| Sachetta, LLC | 0.00% | Reduce -35.5% | 20 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | New | 20 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 19 | $1K |
| Spire Wealth Management | 0.00% | Reduce -76.6% | 18 | $1K |
| DT Investment Partners, LLC | 0.00% | No change | 15 | $979 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 13 | $855 |
| Nvwm, LLC | 0.00% | Add +140.0% | 12 | $783 |
| Quaker Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $783 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $653 |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $652 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $652 |
| American Capital Advisory, LLC | 0.00% | Reduce -18.2% | 9 | $587 |
| WestEnd Advisors, LLC | 0.00% | No change | 9 | $587 |
| Avalon Trust Co | 0.00% | No change | 9 | $587 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -18.2% | 9 | $586 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -96.7% | 8 | $528 |
| Breakwater Investment Management | 0.00% | New | 7 | $457 |
| United Community Bank | 0.00% | No change | 6 | $391 |
| Tidemark, LLC | 0.00% | New | 6 | $391 |
| Seneschal Advisors, LLC | 0.00% | No change | 5 | $327 |
| Portus Wealth Advisors, LLC | 0.00% | New | 5 | $326 |
| TopTier Wealth Management, LLC | 0.00% | New | 5 | $326 |
| Trust Co. of Toledo NA | 0.00% | New | 5 | $326 |
| Davis Capital Management | 0.00% | No change | 4 | $261 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $261 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $261 |
| Arlington Trust Co LLC | 0.00% | New | 4 | $261 |
| MidFirst Bank | 0.00% | Reduce -99.2% | 2 | $130 |
| Essential Partners LLC | 0.00% | Reduce -71.4% | 2 | $130 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $66 |
| Napier Financial, LLC | 0.00% | New | 1 | $65 |
| Y.D. More Investments Ltd | 0.00% | Reduce -11.8% | 187 | $39 |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.