Brown & BrownBRO
13F holders, Q2 2026 (June 30)809holders −7
112new positions
120sold out
11famous investors
$64.13avg. 13F price*
At the end of Q2 2026, 809 institutions reported holding Brown & Brown Inc. (BRO) in their 13F filings, down 7 from Q1 2026. 112 opened new positions and 120 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Capital Management LLC ($1.2B) and FMR LLC ($1.2B). 11 famous investors held it, including Francois Rochon (1.6% of Giverny Capital's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $501.5M |
| Exits | 120 | $216.0M |
All 13F filers, Q1 2026 → Q2 2026: 27,997,729 shares bought and 29,262,338 shares sold, net −1,264,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 809 holders
| BlackRock, Inc. | 0.02% | Add +0.9% | 22,113,344 | $1.4B |
| Vanguard Capital Management LLC | 0.03% | Add +0.1% | 18,941,212 | $1.2B |
| FMR LLC | 0.05% | Add +14.7% | 18,405,749 | $1.2B |
| Principal Financial Group Inc. | 0.50% | Add +0.7% | 15,721,830 | $1.0B |
| Vanguard Portfolio Management LLC | 0.04% | Add +0.3% | 14,631,444 | $938.6M |
| State Street Corp. | 0.03% | Add +5.3% | 14,514,119 | $931.1M |
| Capital World Investors | 0.11% | Reduce -12.3% | 14,465,915 | $928.0M |
| First Eagle Investment Management, LLC | 1.24% | Add +32.9% | 11,727,514 | $752.3M |
| Geode Capital Management, LLC | 0.03% | Add +1.1% | 8,230,737 | $526.0M |
| Van Lanschot Kempen Investment Management N.V. | 3.29% | Add +14.3% | 6,709,042 | $430.4M |
| Orbis Allan Gray Ltd | 1.19% | New | 5,371,080 | $344.6M |
| Select Equity Group, L.P. | 1.66% | Reduce -39.0% | 4,892,500 | $313.9M |
| Norges Bank | 0.03% | — | 4,396,401 | $282.0M |
| Deutsche Bank AG | 0.08% | Reduce -1.0% | 4,161,199 | $266.9M |
| Invesco Ltd. | 0.02% | Add +17.7% | 4,098,277 | $262.9M |
| Capital Research Global Investors | 0.04% | Add +0.6% | 3,913,022 | $251.0M |
| Morgan Stanley | 0.01% | Add +19.3% | 3,869,724 | $248.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +59.5% | 3,637,032 | $233.3M |
| Bank of America Corp. | 0.01% | Reduce -1.9% | 3,554,971 | $228.1M |
| Royal Bank of Canada | 0.04% | Reduce -2.7% | 3,471,860 | $222.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 3,097,240 | $198.1M |
| Wells Fargo & Company | 0.03% | Reduce -11.9% | 2,641,788 | $169.5M |
| Northern Trust Corp. | 0.02% | Add +0.9% | 2,469,722 | $158.4M |
| ProShare Advisors LLC | 0.22% | Add +10.0% | 2,406,478 | $154.4M |
| Fenimore Asset Management Inc | 2.98% | Add +0.9% | 2,243,843 | $143.9M |
| Massachusetts Financial Services Co. | 0.04% | Add +41.1% | 2,169,415 | $139.2M |
| Madison Asset Management, LLC | 1.65% | Reduce -6.3% | 2,161,022 | $138.6M |
| Two Sigma Investments, LP | 0.10% | Add +71.1% | 1,993,822 | $127.9M |
| Natixis Advisors, LLC | 0.14% | Add +7.7% | 1,906,350 | $122.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.9% | 1,898,071 | $121.8M |
| Jones Financial Companies LLLP | 0.05% | Add +5.1% | 1,795,003 | $115.3M |
| Gobi Capital LLC | 5.81% | Add +9.8% | 1,780,046 | $114.2M |
| Polar Capital Holdings Plc | 0.31% | Add +19.8% | 1,725,000 | $110.7M |
| UBS Group AG | 0.02% | Reduce -8.8% | 1,691,851 | $108.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 1,660,686 | $106.5M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -0.8% | 1,634,644 | $104.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -1.7% | 1,487,718 | $95.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 1,380,970 | $88.6M |
| Gotham Asset Management | 0.18% | Add +139.0% | 1,218,762 | $78.2M |
| Legal & General Group Plc | 0.01% | Reduce -3.1% | 1,077,023 | $69.1M |
| AQR Capital Management | 0.02% | Add +1346.6% | 963,777 | $61.1M |
| Storebrand Asset Management As | 0.15% | Reduce -1.0% | 936,445 | $60.1M |
| Renaissance Technologies | 0.08% | Reduce -42.5% | 904,200 | $58.0M |
| Quantum Capital Management, LLC / NJ | 7.27% | Add +40.8% | 903,253 | $57.9M |
| Tandem Investment Advisors, Inc. | 3.82% | Reduce -24.9% | 889,649 | $57.1M |
| Citigroup Inc. | 0.03% | Add +16.4% | 861,844 | $55.3M |
| Barr E S & Co. | 2.94% | Reduce -0.3% | 817,719 | $52.5M |
| Swiss National Bank | 0.03% | Reduce -4.4% | 814,000 | $52.2M |
| Capital International Investors | 0.01% | Reduce -69.3% | 802,328 | $51.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +7930.7% | 788,856 | $50.6M |
| Barclays PLC | 0.02% | Reduce -79.0% | 770,928 | $49.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.0% | 760,695 | $48.8M |
| First Trust Advisors LP | 0.03% | Add +6803.1% | 756,859 | $48.6M |
| Giverny Capital | 1.62% | Reduce -0.3% | 753,288 | $48.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.5% | 728,866 | $46.8M |
| Vest Financial, LLC | 0.47% | Add +6.2% | 704,257 | $45.2M |
| Royal London Asset Management Ltd. | 0.08% | Reduce -3.2% | 676,282 | $43.4M |
| Citadel Advisors | 0.03% | Reduce -31.6% | 675,291 | $43.3M |
| SG Americas Securities, LLC | 0.03% | Add +102.8% | 673,809 | $43.2M |
| Nordea Investment Management AB | 0.03% | Reduce -5.6% | 677,450 | $42.5M |
| Schwartz Investment Counsel Inc. | 1.40% | Add +18.6% | 658,650 | $42.3M |
| HSBC Holdings PLC | 0.02% | Add +13.2% | 652,326 | $41.7M |
| Nomura Asset Management International Inc. | 0.06% | Reduce -8.3% | 647,583 | $41.5M |
| Amundi | 0.01% | Add +9.2% | 646,239 | $41.5M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +10.2% | 643,619 | $41.3M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -0.5% | 636,823 | $40.9M |
| Dundas Partners LLP | 2.83% | Reduce -7.5% | 610,267 | $39.1M |
| Nuveen, LLC | 0.01% | Reduce -4.0% | 583,205 | $37.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +13.4% | 574,214 | $36.8M |
| Rhumbline Advisers | 0.03% | Reduce -0.3% | 571,991 | $36.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.2% | 543,172 | $34.8M |
| Snyder Capital Management L P | 0.59% | Reduce -2.9% | 531,747 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -39.3% | 519,257 | $33.3M |
| Capitolis Liquid Global Markets LLC | 0.14% | New | 503,318 | $32.3M |
| Brown Brothers Harriman & Co. | 0.14% | Reduce -27.1% | 484,058 | $31.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -3.4% | 481,268 | $30.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.9% | 464,414 | $29.8M |
| EULAV Asset Management | 0.91% | No change | 444,900 | $28.5M |
| California State Teachers Retirement System | 0.03% | Add +25.6% | 422,898 | $27.1M |
| Absher Wealth Management, LLC | 3.06% | New | 418,399 | $26.8M |
| Captrust Financial Advisors | 0.04% | Reduce -6.0% | 416,244 | $26.7M |
| Clarkston Capital Partners, LLC | 2.14% | Reduce -4.6% | 395,886 | $25.4M |
| Keybank National Association | 0.08% | Add +28.6% | 386,186 | $24.8M |
| Confluence Investment Management LLC | 0.39% | Reduce -4.6% | 386,030 | $24.8M |
| PhiloSmith Capital Corp | 6.56% | Add +8.3% | 376,250 | $24.1M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 374,725 | $24.0M |
| California Public Employees Retirement System | 0.01% | Reduce -28.9% | 364,827 | $23.4M |
| TimesSquare Capital Management, LLC | 0.33% | Reduce -13.5% | 347,624 | $22.3M |
| Cresset Asset Management, LLC | 0.08% | Add +2.7% | 346,609 | $22.2M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +26.3% | 345,739 | $22.2M |
| Alliancebernstein L.P. | 0.01% | Add +13.6% | 336,895 | $22.0M |
| Creative Planning | 0.01% | Add +84.8% | 327,626 | $21.0M |
| Local Pensions Partnership Investment Ltd | 0.44% | Reduce -19.7% | 326,000 | $20.9M |
| Woodline Partners LP | 0.06% | Add +5496.9% | 319,138 | $20.5M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -39.8% | 305,217 | $19.6M |
| Champlain Investment Partners, LLC | 0.49% | Reduce -69.5% | 295,680 | $19.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -33.1% | 292,906 | $18.8M |
| Assenagon Asset Management S.A. | 0.02% | Add +6588.6% | 289,013 | $18.5M |
| State of Tennessee, Department of Treasury | 0.05% | Add +42.3% | 288,259 | $18.5M |
| Exchange Traded Concepts, LLC | 0.09% | Add +115.2% | 284,328 | $18.2M |
| APG Asset Management N.V. | 0.04% | Add +17.6% | 313,231 | $17.6M |
| Bank of Montreal | 0.01% | Reduce -34.4% | 264,943 | $17.0M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 260,347 | $16.9M |
| Distillate Capital Partners LLC | 0.84% | Add +0.5% | 251,655 | $16.1M |
| Aviva PLC | 0.02% | Add +0.6% | 248,690 | $16.0M |
| Jackson Hill Advisors, LLC | 8.04% | Add +32.9% | 247,250 | $15.9M |
| EdgePoint Investment Group Inc. | 0.11% | Add +108.4% | 236,500 | $15.2M |
| Lighthouse Investment Partners, LLC | 0.47% | New | 236,186 | $15.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.3% | 223,401 | $14.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.11% | Reduce -13.8% | 223,145 | $14.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.9% | 219,231 | $14.1M |
| DF Dent & Co. Inc. | 0.26% | Reduce -7.7% | 214,820 | $13.8M |
| Quantinno Capital Management LP | 0.02% | Add +32.4% | 214,304 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.6% | 209,634 | $13.4M |
| Whittier Trust Co. | 0.13% | Reduce -0.3% | 195,541 | $13.4M |
| Summit Wealth Partners, LLC | 1.84% | No change | 201,700 | $12.9M |
| Candriam S.C.A. | 0.06% | Add +8.4% | 201,514 | $12.9M |
| Danske Bank A/S | 0.03% | Reduce -0.6% | 199,763 | $12.8M |
| LPL Financial LLC | 0.00% | Reduce -29.2% | 196,094 | $12.6M |
| Aberdeen Group plc | 0.02% | Add +8.2% | 192,650 | $12.4M |
| New York State Teachers Retirement System | 0.02% | No change | 191,552 | $12.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -15.3% | 184,846 | $11.9M |
| Heron Bay Capital Management | 1.07% | Reduce -15.3% | 184,321 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -12.0% | 179,480 | $11.5M |
| Cortland Associates Inc. | 1.66% | Reduce -54.5% | 178,632 | $11.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.5% | 177,523 | $11.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +89.0% | 174,180 | $11.2M |
| Channing Capital Management, LLC | 0.26% | Add +31.6% | 173,631 | $11.1M |
| Running Oak Capital LLC | 1.89% | Reduce -10.6% | 173,245 | $11.1M |
| Marshall Wace, LLP | 0.01% | Reduce -30.4% | 171,498 | $11.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -28.7% | 170,484 | $10.9M |
| Mattern Capital Management, LLC | 1.27% | Add +19.0% | 169,855 | $10.9M |
| Weiss Asset Management LP | 0.18% | New | 168,337 | $10.8M |
| Holocene Advisors, LP | 0.02% | Add +85.8% | 165,944 | $10.6M |
| Hi-Line Capital Management, LLC | 2.98% | Add +45.9% | 165,254 | $10.6M |
| Vaughan Nelson Investment Management, L.P. | 0.09% | Add +46.7% | 163,257 | $10.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +1.1% | 161,198 | $10.3M |
| River Road Asset Management, LLC | 0.11% | Add +0.7% | 158,234 | $10.2M |
| Ironvine Capital Partners, LLC | 0.94% | Add +509.8% | 157,805 | $10.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -21.9% | 155,393 | $10.0M |
| Korea Investment CORP | 0.02% | Reduce -66.6% | 154,726 | $9.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -11.8% | 154,452 | $9.9M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.88% | No change | 150,136 | $9.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.6% | 149,774 | $9.6M |
| Vanguard Investments Australia, Ltd. | 0.02% | Add +1.6% | 147,213 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.1% | 145,937 | $9.4M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.3% | 142,441 | $9.1M |
| Prudential Financial Inc. | 0.01% | Reduce -1.3% | 139,267 | $8.9M |
| New York State Common Retirement Fund | 0.01% | Add +0.1% | 136,618 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.2% | 133,226 | $8.5M |
| National Bank of Canada | 0.01% | Add +104.0% | 132,538 | $8.5M |
| FIL Ltd | 0.01% | Add +107.2% | 129,118 | $8.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -1.5% | 128,457 | $8.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -2.6% | 127,089 | $8.2M |
| Asset Management One Co., Ltd. | 0.02% | Add +4.1% | 126,279 | $8.1M |
| Treasurer of the State of North Carolina | 0.02% | Add +3.3% | 125,649 | $8.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 124,842 | $8.0M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 123,853 | $7.9M |
| Credit Agricole S A | 0.02% | Add +242.5% | 122,354 | $7.8M |
| NewEdge Advisors, LLC | 0.02% | Add +146.1% | 121,921 | $7.8M |
| UMB Bank, n.a. | 0.10% | Reduce -0.4% | 118,038 | $7.6M |
| Redwood Grove Capital, LLC | 1.89% | No change | 116,400 | $7.5M |
| Courant Investment Management LLC | 7.25% | No change | 116,397 | $7.5M |
| Vaughan David Investments LLC | 0.14% | No change | 113,372 | $7.3M |
| KLP Kapitalforvaltning As | 0.02% | Add +9.9% | 111,800 | $7.2M |
| Kennedy Capital Management LLC | 0.13% | Reduce -22.8% | 111,766 | $7.2M |
| 1832 Asset Management L.P. | 0.01% | Reduce -10.0% | 111,012 | $7.1M |
| GHP Investment Advisors, Inc. | 0.26% | Add +0.6% | 109,747 | $7.0M |
| Interval Partners, LP | 0.22% | New | 108,432 | $7.0M |
| Baillie Gifford & Co. | 0.01% | Reduce -43.1% | 105,391 | $6.8M |
| Yousif Capital Management, LLC | 0.08% | Reduce -2.0% | 104,748 | $6.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -22.5% | 103,529 | $6.7M |
| Spring Capital Management, LLC | 3.24% | Add +2.5% | 103,796 | $6.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +26.6% | 103,530 | $6.6M |
| TD Asset Management Inc | 0.01% | Reduce -23.7% | 102,721 | $6.6M |
| Lountzis Asset Management, LLC | 2.08% | Reduce -4.6% | 102,567 | $6.6M |
| Tudor Investment Corporation | 0.03% | Reduce -32.6% | 98,596 | $6.3M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -1.1% | 91,169 | $6.3M |
| Apollon Wealth Management, LLC | 0.08% | Add +1778.9% | 97,853 | $6.3M |
| Toronto Dominion Bank | 0.01% | Reduce -41.3% | 97,637 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +40.6% | 97,491 | $6.3M |
| Wellington Management Group LLP | 0.00% | Add +3.7% | 96,682 | $6.2M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.4% | 96,282 | $6.2M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -22.7% | 95,587 | $6.2M |
| Benjamin Edwards Inc. | 0.06% | Add +60.3% | 95,538 | $6.1M |
| BCM Advisors, LLC | 1.16% | Add +0.2% | 88,372 | $6.0M |
| LRZ Capital LLC | 2.90% | Reduce -11.7% | 89,225 | $5.7M |
| Handelsbanken Fonder AB | 0.02% | Add +5.8% | 89,134 | $5.7M |
| First Merchants Corp. | 0.20% | Reduce -4.3% | 88,371 | $5.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -1.8% | 87,515 | $5.6M |
| Boston Trust Walden Corp | 0.04% | Reduce -17.5% | 85,939 | $5.5M |
| Cerity Partners LLC | 0.01% | Add +127.5% | 85,911 | $5.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.7% | 85,367 | $5.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +19.3% | 84,915 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.4% | 86,823 | $5.4M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -8.8% | 84,148 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Add +1.7% | 84,097 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -32.0% | 83,848 | $5.4M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -12.9% | 83,360 | $5.3M |
| Public Sector Pension Investment Board | 0.01% | Add +0.0% | 83,259 | $5.3M |
| Czech National Bank | 0.03% | Add +4.1% | 82,971 | $5.3M |
| Arizona State Retirement System | 0.03% | Add +4.9% | 82,752 | $5.3M |
| US Bancorp \de | 0.01% | Reduce -4.1% | 82,113 | $5.3M |
| &partners | 0.02% | Add +45.9% | 81,364 | $5.2M |
| CIBC Asset Management Inc | 0.01% | Reduce -76.4% | 81,969 | $5.2M |
| Vancity Investment Management Ltd | 0.76% | Reduce -56.9% | 79,052 | $5.1M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | Add +10.9% | 78,380 | $5.0M |
| Element Capital Management LLC | 0.27% | New | 78,300 | $5.0M |
| Waratah Capital Advisors Ltd. | 0.38% | New | 77,951 | $5.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +69.8% | 74,825 | $4.8M |
| State of Michigan Retirement System | 0.02% | Reduce -2.4% | 74,651 | $4.8M |
| Tidal Investments LLC | 0.01% | Add +125.6% | 71,733 | $4.6M |
| Sei Investments Co. | 0.00% | Reduce -81.1% | 71,268 | $4.6M |
| Canada Pension Plan Investment Board | 0.00% | Add +353.0% | 71,194 | $4.6M |
| Motley Fool Asset Management LLC | 0.17% | Reduce -3.9% | 70,183 | $4.5M |
| Capital International, Inc. | 0.03% | Reduce -0.2% | 69,173 | $4.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.19% | New | 68,750 | $4.4M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.1% | 66,740 | $4.3M |
| Marks Group Wealth Management, Inc | 0.37% | Reduce -23.9% | 66,209 | $4.2M |
| Stonebridge Financial Group, LLC | 0.32% | Add +13.2% | 65,038 | $4.2M |
| Triad Investment Management | 4.57% | Reduce -8.8% | 64,611 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.9% | 64,601 | $4.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -5.6% | 64,383 | $4.1M |
| DNB Asset Management AS | 0.01% | No change | 62,917 | $4.0M |
| Brandes Investment Partners, LP | 0.03% | New | 62,114 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.6% | 61,955 | $4.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.5% | 61,238 | $3.9M |
| Fifth Third Bancorp | 0.01% | Reduce -7.4% | 60,948 | $3.9M |
| SEB Asset Management AB | 0.01% | Add +1.9% | 60,795 | $3.9M |
| Nutshell Asset Management Ltd | 1.26% | New | 58,739 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -0.3% | 57,711 | $3.7M |
| Nykredit A/S | 0.01% | — | 56,132 | $3.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.2% | 55,482 | $3.6M |
| Xponance LLC | 0.02% | Reduce -4.0% | 52,486 | $3.4M |
| Campbell & CO Investment Adviser LLC | 0.17% | Add +25.5% | 51,927 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.5% | 51,707 | $3.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.15% | New | 51,289 | $3.3M |
| Agf Management Ltd. | 0.01% | Reduce -2.4% | 51,180 | $3.3M |
| Amalgamated Bank | 0.02% | Reduce -5.2% | 50,901 | $3.3M |
| Tower Bridge Advisors | 0.29% | Reduce -17.8% | 50,500 | $3.2M |
| NEOS Investment Management LLC | 0.01% | Add +14.0% | 47,517 | $3.0M |
| Rakuten Investment Management, Inc. | 0.01% | Add +9.7% | 47,512 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +66.0% | 46,854 | $3.0M |
| Edgestream Partners, L.P. | 0.09% | New | 46,616 | $3.0M |
| IFM Investors Pty Ltd | 0.02% | Reduce -6.0% | 46,445 | $3.0M |
| Utah Retirement Systems | 0.03% | Reduce -3.5% | 44,788 | $2.9M |
| KBC Group NV | 0.01% | Reduce -0.6% | 44,048 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.1% | 44,018 | $2.8M |
| Park National Corp. | 0.08% | No change | 44,008 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +223.7% | 41,422 | $2.8M |
| Millennium Management | 0.00% | Reduce -74.4% | 42,791 | $2.7M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -1.6% | 42,780 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +7.0% | 42,780 | $2.7M |
| Davidson Kahn Capital Management, LLC | 1.15% | Reduce -0.3% | 41,704 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.4% | 41,246 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 41,072 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.5% | 40,842 | $2.6M |
| Ethic Inc. | 0.03% | Add +10.8% | 40,562 | $2.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.2% | 40,535 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -15.4% | 40,150 | $2.6M |
| Summit Trail Advisors, LLC | 0.03% | Add +18.0% | 39,509 | $2.5M |
| Poehling Capital Management, INC. | 0.54% | New | 39,188 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -42.6% | 38,986 | $2.5M |
| Southeast Asset Advisors, LLC | 0.25% | Reduce -21.4% | 38,588 | $2.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -0.8% | 38,469 | $2.5M |
| Transcend Capital Advisors, LLC | 0.16% | Add +13.5% | 37,357 | $2.4M |
| Bank of Nova Scotia | 0.00% | Reduce -27.1% | 37,001 | $2.4M |
| Stephens Inc. | 0.03% | Reduce -12.6% | 36,693 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +6.9% | 35,852 | $2.3M |
| Integrity Financial Corp | 1.10% | Add +0.0% | 35,780 | $2.3M |
| Intech Investment Management LLC | 0.02% | Add +15.5% | 35,703 | $2.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +25.9% | 35,638 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.9% | 34,883 | $2.2M |
| Numerai GP LLC | 0.18% | Add +238.4% | 34,670 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -41.0% | 34,659 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +16.5% | 34,506 | $2.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -95.6% | 33,984 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -85.4% | 33,040 | $2.1M |
| OP Asset Management Ltd | 0.02% | Add +6.5% | 32,625 | $2.1M |
| Legacy Financial Strategies, LLC | 0.32% | Reduce -12.0% | 32,531 | $2.1M |
| National Pension Service | 0.00% | Reduce -93.5% | 32,463 | $2.1M |
| Quadrant Capital Group LLC | 0.05% | Add +772.2% | 30,910 | $2.0M |
| Capital International Sarl | 0.03% | No change | 30,813 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +114.3% | 30,737 | $2.0M |
| Wedmont Private Capital | 0.05% | New | 28,730 | $1.9M |
| Avanza Fonder AB | 0.04% | No change | 30,139 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +5.1% | 29,974 | $1.9M |
| Empowered Funds, LLC | 0.01% | Add +2.2% | 29,545 | $1.9M |
| Elser Financial Planning, Inc | 0.08% | Reduce -0.0% | 29,501 | $1.9M |
| Crawford Investment Counsel Inc. | 0.03% | Reduce -15.7% | 29,000 | $1.9M |
| Carnegie Investment Counsel | 0.04% | Reduce -4.9% | 28,949 | $1.9M |
| Delta Global Management LP | 0.20% | Reduce -6.5% | 28,825 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.8% | 28,562 | $1.8M |
| Vident Advisory, LLC | 0.01% | Add +99.6% | 28,330 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +12.6% | 27,939 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +2.5% | 27,275 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -25.4% | 26,839 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -77.6% | 26,667 | $1.7M |
| Pictet North America Advisors SA | 0.15% | Reduce -69.5% | 26,360 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -28.7% | 26,244 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.22% | Reduce -0.6% | 26,188 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -19.2% | 25,976 | $1.7M |
| Maridea Wealth Management LLC | 0.18% | Reduce -5.0% | 25,345 | $1.6M |
| Nicholson Wealth Management Group, LLC | 0.94% | Add +1.7% | 24,741 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 24,601 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.8% | 24,524 | $1.6M |
| Jupiter Topco LLC | 0.00% | — | 24,402 | $1.6M |
| Jones Kertz & Associates, Inc. | 0.71% | Reduce -6.8% | 24,090 | $1.5M |
| Harbor Advisors LLC | 0.19% | No change | 24,000 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | No change | 24,000 | $1.5M |
| Inspire Investing, LLC | 0.06% | Add +16.9% | 23,648 | $1.5M |
| Allstate Corp. | 0.01% | Reduce -58.8% | 23,232 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -26.3% | 22,911 | $1.5M |
| Hancock Whitney Corp. | 0.02% | No change | 22,864 | $1.5M |
| Mizuho Securities USA LLC | 0.02% | Add +28.9% | 22,821 | $1.5M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -16.0% | 22,810 | $1.5M |
| Dynasty Wealth Management, LLC | 0.01% | New | 22,749 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.6% | 22,738 | $1.5M |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +36.4% | 22,671 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -35.6% | 22,619 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +3.6% | 22,591 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +50.7% | 22,415 | $1.4M |
| Invst, LLC | 0.14% | Reduce -20.5% | 22,274 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +141.1% | 22,062 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -0.9% | 22,010 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +64.5% | 21,856 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -12.3% | 21,804 | $1.4M |
| Atlanta Consulting Group Advisors, LLC | 0.22% | New | 21,775 | $1.4M |
| Macquarie Group Ltd. | 0.01% | Add +18.5% | 21,759 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +60.1% | 21,347 | $1.4M |
| Cacti Asset Management LLC | 0.07% | No change | 21,000 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +151.6% | 21,059 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +7.4% | 20,341 | $1.3M |
| Saudi Central Bank | 0.02% | Add +88.6% | 20,204 | $1.3M |
| Mariner, LLC | 0.00% | New | 20,032 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +522.8% | 20,016 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +77.9% | 19,945 | $1.3M |
| Advisory Alpha, LLC | 0.03% | Add +102.3% | 19,797 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.3% | 18,842 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Add +2.1% | 19,752 | $1.3M |
| Praxis Investment Management Inc. | 0.07% | Reduce -0.5% | 19,708 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.8% | 19,467 | $1.2M |
| Fairbanks Capital Management, Inc. | 0.74% | Reduce -1.5% | 19,357 | $1.2M |
| Arax Advisory Partners | 0.01% | New | 19,270 | $1.2M |
| Callan Family Office, LLC | 0.02% | Add +13.1% | 18,986 | $1.2M |
| iSAM Funds (UK) Ltd | 0.86% | Add +30.1% | 18,900 | $1.2M |
| Diversified Trust Co. | 0.02% | Add +63.9% | 18,878 | $1.2M |
| Nomura Holdings Inc. | 0.01% | Add +145.1% | 18,761 | $1.2M |
| Kelleher Financial Advisors | 0.17% | Reduce -55.6% | 18,680 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 18,618 | $1.2M |
| Pinebridge Investments LLC | 0.01% | Add +143.9% | 18,562 | $1.2M |
| Investment Management Corp of Ontario | 0.01% | Reduce -11.6% | 18,382 | $1.2M |
| Bridgewater Associates | 0.00% | New | 18,017 | $1.2M |
| Kentucky Retirement Systems | 0.03% | New | 17,941 | $1.2M |
| Abn Amro Investment Solutions | 0.01% | Reduce -2.1% | 17,629 | $1.1M |
| Peninsula Asset Management Inc. | 0.54% | Reduce -3.4% | 17,555 | $1.1M |
| Pullen Investment Management, LLC | 0.52% | Add +1.2% | 17,425 | $1.1M |
| Third View Private Wealth, LLC | 0.13% | Reduce -25.1% | 16,902 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | New | 16,850 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 16,844 | $1.1M |
| Monte Financial Group, LLC | 0.34% | Add +0.0% | 15,165 | $1.1M |
| Evermay Wealth Management LLC | 0.11% | No change | 16,495 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -20.5% | 16,241 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Add +16.4% | 16,189 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -4.2% | 16,008 | $1.0M |
| Access Investment Management LLC | 0.26% | Add +60.0% | 15,996 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.07% | New | 15,987 | $1.0M |
| Norinchukin Bank, The | 0.01% | Add +0.1% | 15,944 | $1.0M |
| Blackhawk Capital Partners, LLC | 0.33% | New | 15,901 | $1.0M |
| Cim, LLC | 0.13% | Add +4.0% | 15,777 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +12.9% | 15,181 | $974K |
| Bleakley Financial Group, LLC | 0.01% | New | 15,162 | $973K |
| Banque Cantonale Vaudoise | 0.04% | Add +42.6% | 15,002 | $962K |
| Louisiana State Employees Retirement System | 0.01% | No change | 14,900 | $956K |
| Evergreen Capital Management LLC | 0.02% | Add +158.7% | 14,849 | $953K |
| Assetmark, Inc. | 0.00% | Add +458.7% | 14,683 | $942K |
| New Mexico Educational Retirement Board | 0.02% | Add +6.6% | 14,500 | $930K |
| M&T Bank Corp | 0.00% | Reduce -1.1% | 14,481 | $929K |
| Ostrum Asset Management | 0.04% | No change | 14,317 | $918K |
| Brighton Jones LLC | 0.02% | Add +86.4% | 14,143 | $907K |
| Metis Global Partners, LLC | 0.02% | Reduce -10.2% | 14,076 | $903K |
| Schroder Investment Management Group | 0.00% | Add +27.1% | 14,073 | $900K |
| Markel Group | 0.01% | No change | 14,000 | $898K |
| Resonant Capital Advisors, LLC | 0.04% | Add +23.3% | 13,984 | $897K |
| Frec Markets, Inc. | 0.08% | New | 13,832 | $887K |
| Vise Technologies, Inc. | 0.01% | Add +122.1% | 13,539 | $869K |
| Fiduciary Trust Co | 0.01% | Reduce -29.9% | 13,507 | $866K |
| Squarepoint Ops LLC | 0.00% | Reduce -91.8% | 13,502 | $866K |
| Summit Financial, LLC | 0.01% | Add +10.4% | 13,351 | $856K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +12.8% | 13,219 | $848K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -89.6% | 13,212 | $848K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.9% | 13,013 | $835K |
| Jane Street Group, LLC | 0.00% | Add +166.7% | 12,929 | $829K |
| Gilbert & Cook, Inc. | 0.09% | Add +10.3% | 12,824 | $823K |
| Thrivent Financial for Lutherans | 0.00% | Add +15.4% | 12,791 | $821K |
| SlateStone Wealth, LLC | 0.06% | Add +2.0% | 12,785 | $820K |
| Cathy Pareto & Associates, Inc. | 0.48% | Reduce -0.4% | 12,711 | $815K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.4% | 12,656 | $812K |
| Integrated Wealth Concepts LLC | 0.01% | Add +39.0% | 12,419 | $797K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +6.7% | 12,403 | $796K |
| MML Investors Services, LLC | 0.00% | Add +40.4% | 12,295 | $789K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.2% | 12,284 | $788K |
| Choreo, LLC | 0.01% | Reduce -12.0% | 12,176 | $781K |
| Americana Partners, LLC | 0.02% | New | 12,124 | $778K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.0% | 12,096 | $776K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.0% | 12,095 | $776K |
| Cross Staff Investments Inc | 0.44% | No change | 12,081 | $775K |
| Cannell & Spears LLC | 0.01% | Reduce -12.2% | 11,663 | $748K |
| Hantz Financial Services, Inc. | 0.01% | Add +153.4% | 11,561 | $742K |
| MUFG Securities EMEA plc | 0.01% | Reduce -80.0% | 11,464 | $735K |
| WCM Investment Management, LLC | 0.00% | Reduce -46.7% | 11,488 | $735K |
| Ameriflex Group, Inc. | 0.29% | Reduce -36.0% | 11,207 | $719K |
| Merit Financial Group, LLC | 0.00% | Add +251.9% | 11,099 | $712K |
| Huntington National Bank | 0.00% | Add +83.6% | 11,082 | $711K |
| Chaney Capital Management, Inc. | 0.22% | No change | 10,864 | $697K |
| Simplicity Wealth,LLC | 0.02% | New | 10,861 | $697K |
| Greenfield Seitz Capital Management, LLC | 0.20% | No change | 10,600 | $680K |
| Horizon Investments, LLC | 0.01% | Add +3.6% | 10,527 | $674K |
| Capital Fund Management S.A. | 0.00% | New | 10,418 | $668K |
| Curi Capital, LLC | 0.01% | New | 10,362 | $665K |
| Radnor Capital Management, LLC | 0.09% | Add +5.5% | 10,300 | $661K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 10,194 | $654K |
| Parkwoods Wealth Partners, LLC | 0.10% | Add +0.1% | 10,060 | $645K |
| Harmony Asset Management LLC | 0.17% | No change | 10,000 | $642K |
| Fideuram Asset Management (Ireland) dac | 0.01% | New | 10,583 | $639K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -15.8% | 9,890 | $634K |
| Sivia Capital Partners, LLC | 0.08% | New | 9,882 | $634K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -23.3% | 9,811 | $629K |
| Occidental Asset Management, LLC | 0.06% | Add +2.2% | 9,755 | $626K |
| Xcel Wealth Management, LLC | 0.15% | Add +42.2% | 9,718 | $623K |
| RMR Capital Management, LLC | 0.43% | Add +97.1% | 9,692 | $622K |
| Independent Advisor Alliance | 0.01% | Add +14.1% | 9,679 | $621K |
| Norden Group LLC | 0.05% | Add +185.9% | 9,670 | $620K |
| Panagora Asset Management Inc. | 0.00% | No change | 9,618 | $617K |
| Rathbones Group PLC | 0.00% | Reduce -99.2% | 9,608 | $616K |
| Principal Securities, Inc. | 0.01% | Add +0.9% | 9,597 | $616K |
| Balefire, LLC | 0.10% | Add +23.7% | 9,488 | $609K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.3% | 9,345 | $599K |
| Signaturefd, LLC | 0.01% | Add +85.4% | 9,296 | $596K |
| Hunter Associates Investment Management LLC | 0.07% | Reduce -5.7% | 9,139 | $587K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.0% | 8,964 | $575K |
| Hyperion Capital Advisors LP | 0.26% | No change | 8,900 | $571K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 8,890 | $570K |
| Sterling Capital Management LLC | 0.01% | Add +1.0% | 8,876 | $569K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +28.2% | 8,809 | $565K |
| Pure Financial Advisors, LLC | 0.01% | New | 8,796 | $564K |
| Mufg Securities Americas Inc. | 0.03% | Add +8.4% | 8,780 | $563K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +42.3% | 8,748 | $561K |
| Trueblood Wealth Management, LLC | 0.20% | Reduce -30.5% | 8,731 | $560K |
| Financial Enhancement Group LLC | 0.07% | Reduce -2.7% | 8,729 | $560K |
| CWC Advisors, LLC. | 0.24% | Add +0.9% | 8,560 | $549K |
| Global X Japan Co., Ltd. | 0.02% | Add +11.2% | 8,559 | $549K |
| North Dakota State Investment Board | 0.02% | Add +1.3% | 8,451 | $542K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.3% | 7,784 | $540K |
| Atlas Legacy Advisors, LLC | 0.08% | Add +2.2% | 8,235 | $531K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.21% | No change | 8,273 | $531K |
| Savvy Advisors, Inc. | 0.01% | New | 8,122 | $521K |
| Commerce Bank | 0.00% | Reduce -9.1% | 8,022 | $515K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +7.3% | 7,985 | $512K |
| Glenview Trust Co | 0.01% | Reduce -18.2% | 7,924 | $508K |
| J. Safra Sarasin Holding AG | 0.01% | New | 7,884 | $506K |
| Decatur Capital Management, Inc. | 0.17% | New | 7,805 | $501K |
| GAMMA Investing LLC | 0.02% | Add +19.0% | 7,763 | $498K |
| Prudential PLC | 0.00% | Reduce -8.3% | 7,759 | $498K |
| Mather Group, Llc. | 0.00% | Add +255.4% | 7,733 | $496K |
| Brookstone Capital Management | 0.00% | Add +3.8% | 7,662 | $492K |
| Annandale Capital, LLC | 0.07% | New | 7,600 | $488K |
| SevenBridge Financial Group, LLC | 0.07% | No change | 6,721 | $480K |
| Greenleaf Trust | 0.00% | Reduce -45.5% | 7,459 | $478K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Add +1.4% | 7,445 | $478K |
| GAM Holding AG | 0.04% | New | 7,355 | $472K |
| Citizens Financial Group Inc. | 0.01% | New | 7,337 | $471K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -3.9% | 7,323 | $470K |
| Aware Super Pty Ltd as trustee of Aware Super | 0.01% | No change | 7,308 | $469K |
| V-Square Quantitative Management LLC | 0.04% | Add +28.2% | 7,219 | $463K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,194 | $461K |
| Mutual Advisors, LLC | 0.01% | Add +38.1% | 7,127 | $457K |
| D. E. Shaw & Co. | 0.00% | No change | 7,100 | $455K |
| Baker Avenue Asset Management, LP | 0.01% | Add +13.7% | 7,072 | $454K |
| Studio Investment Management LLC | 0.08% | Add +3.0% | 7,069 | $453K |
| Moors & Cabot, Inc. | 0.02% | Add +0.1% | 6,943 | $445K |
| Crestwood Advisors Group, LLC | 0.01% | Add +71.8% | 6,887 | $442K |
| Talon Private Wealth, LLC | 0.05% | No change | 6,735 | $432K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,713 | $431K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.2% | 6,698 | $430K |
| Advisor OS, LLC | 0.03% | Add +17.8% | 6,690 | $429K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,627 | $425K |
| Equitable Holdings, Inc. | 0.00% | Add +1.2% | 6,614 | $424K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.1% | 6,586 | $423K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,554 | $420K |
| MJP Associates Inc. | 0.05% | Add +17.8% | 6,550 | $420K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +53.0% | 6,506 | $417K |
| STRS Ohio | 0.00% | Reduce -72.1% | 6,491 | $416K |
| Holland Advisory Services, Inc. | 0.46% | Add +0.2% | 6,442 | $413K |
| DAVENPORT & Co LLC | 0.00% | Reduce -10.0% | 6,403 | $411K |
| Revisor Wealth Management LLC | 0.10% | Add +15.7% | 6,395 | $410K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +3.9% | 6,381 | $409K |
| Tema ETFs LLC | 0.01% | Add +47.7% | 6,354 | $408K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -9.0% | 6,347 | $407K |
| Meeder Advisory Services, Inc. | 0.01% | Add +39.7% | 6,289 | $403K |
| Prairie Advisory, LLC | 0.10% | — | 6,280 | $403K |
| Mirabella Financial Services LLP | 0.04% | Add +14.5% | 6,176 | $396K |
| Fisher Asset Management | 0.00% | Add +99.3% | 6,173 | $396K |
| American National Bank of Texas | 0.36% | Add +13.7% | 6,101 | $391K |
| Vontobel Holding Ltd. | 0.00% | Add +4.5% | 6,060 | $389K |
| CX Institutional | 0.01% | Reduce -25.1% | 6,053 | $388K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -69.8% | 6,035 | $387K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 5,944 | $381K |
| Ossiam | 0.01% | New | 5,922 | $380K |
| Krilogy Financial LLC | 0.01% | New | 5,831 | $374K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.6% | 5,816 | $373K |
| Facet Wealth, Inc. | 0.01% | New | 5,777 | $371K |
| Groupe la Francaise | 0.00% | New | 5,751 | $369K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.8% | 5,747 | $369K |
| Drive Wealth Management, LLC | 0.07% | New | 5,718 | $367K |
| Prelude Capital Management, LLC | 0.03% | New | 5,689 | $365K |
| Osmosis Investment Management UK Ltd | 0.02% | Reduce -50.2% | 5,606 | $360K |
| Ritholtz Wealth Management | 0.01% | Reduce -11.0% | 5,577 | $358K |
| Headlands Technologies LLC | 0.04% | New | 5,531 | $355K |
| Serenity Investment Advisors | 0.15% | Reduce -0.6% | 4,824 | $348K |
| Fidelis Capital Partners, LLC | 0.02% | Add +5.0% | 5,361 | $344K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -7.0% | 5,270 | $338K |
| Proficio Capital Partners LLC | 0.01% | Reduce -42.0% | 5,230 | $336K |
| Bullock Wealth Management Group | 0.14% | Reduce -2.2% | 4,947 | $333K |
| Strategy Asset Managers LLC | 0.05% | Add +16.3% | 5,177 | $332K |
| Vestcor Inc | 0.01% | No change | 5,183 | $332K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -26.3% | 5,137 | $330K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 5,083 | $326K |
| Centennial Bank | 0.10% | Reduce -5.9% | 5,010 | $321K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -4.3% | 4,926 | $316K |
| Waddell & Associates, LLC | 0.02% | New | 4,906 | $315K |
| Phillips Financial Management, LLC | 0.02% | Reduce -0.9% | 4,904 | $315K |
| Fielder Capital Group LLC | 0.07% | New | 4,885 | $313K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +0.2% | 4,885 | $313K |
| Sfm, LLC | 0.16% | Reduce -47.4% | 4,829 | $310K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 4,828 | $310K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -32.5% | 4,809 | $308K |
| Blue Zone Wealth Advisors, LLC | 0.05% | No change | 4,800 | $308K |
| Larson Financial Group LLC | 0.01% | Add +202.7% | 4,785 | $307K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +7.3% | 4,692 | $301K |
| TCW Group Inc. | 0.00% | Add +1.8% | 4,677 | $300K |
| Bull Harbor Capital LLC | 0.06% | New | 4,622 | $297K |
| AlphaCore Capital LLC | 0.01% | New | 4,587 | $294K |
| Forum Private Client Group LLC | 0.09% | Reduce -0.3% | 4,567 | $293K |
| Parallel Advisors, LLC | 0.00% | Add +44.6% | 4,450 | $285K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 4,390 | $282K |
| Northbridge Financial Group, LLC | 0.11% | No change | 4,352 | $279K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.7% | 4,351 | $279K |
| Catalyst Financial Partners LLC | 0.03% | New | 4,325 | $277K |
| Lewis Asset Management, LLC | 0.10% | New | 4,306 | $276K |
| Ewa, LLC | 0.05% | New | 4,303 | $276K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -8.1% | 4,299 | $276K |
| Trust Point Inc. | 0.02% | Reduce -29.1% | 4,296 | $276K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | Add +3.8% | 4,289 | $275K |
| Compass Financial Management LLC | 0.03% | — | 4,278 | $274K |
| Faithward Advisors, LLC | 0.03% | New | 4,266 | $274K |
| Atlas Capital Advisors Inc. | 0.03% | Add +8400.0% | 4,250 | $273K |
| Perigon Wealth Management, LLC | 0.00% | New | 4,249 | $273K |
| Phillips Wealth Planners LLC | 0.20% | Add +2.5% | 3,931 | $272K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 4,140 | $266K |
| Ballentine Partners, LLC | 0.00% | Add +11.0% | 4,118 | $264K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 4,110 | $264K |
| Cibc World Market Inc. | 0.00% | New | 4,106 | $263K |
| Engineers Gate Manager LP | 0.00% | Reduce -30.7% | 4,047 | $260K |
| Washington Trust Bank | 0.02% | No change | 4,037 | $259K |
| Means Investment Co., Inc. | 0.02% | Add +0.4% | 4,015 | $258K |
| TrinityBridge Ltd | 0.01% | Reduce -45.2% | 4,010 | $257K |
| PCM Encore, LLC | 0.04% | New | 3,980 | $255K |
| Frank, Rimerman Advisors LLC | 0.01% | Add +15.5% | 3,974 | $255K |
| Moment Partners, LLC | 0.05% | Add +4.8% | 3,913 | $251K |
| Fortress Private Ledger, LLC | 0.07% | New | 3,903 | $250K |
| Keel Point, LLC | 0.01% | New | 3,884 | $249K |
| Centiva Capital, LP | 0.01% | New | 3,882 | $249K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +18.8% | 3,855 | $247K |
| Summitry LLC | 0.01% | Reduce -53.0% | 3,804 | $244K |
| George Kaiser Family Foundation | 0.02% | No change | 3,768 | $242K |
| Prescott Group Capital Management, L.L.C. | 0.02% | No change | 3,768 | $242K |
| Somerset Trust Co | 0.07% | Reduce -3.2% | 3,674 | $236K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,624 | $232K |
| Belpointe Asset Management LLC | 0.01% | Reduce -12.9% | 3,608 | $231K |
| Mgo One Seven LLC | 0.00% | Reduce -81.0% | 3,603 | $231K |
| MAI Capital Management | 0.00% | Add +42.0% | 3,554 | $228K |
| Am Investment Strategies LLC | 0.04% | New | 3,542 | $227K |
| ClearAlpha Technologies LP | 0.39% | New | 3,537 | $227K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +2.8% | 3,537 | $227K |
| World Investment Advisors | 0.00% | Add +1.0% | 3,451 | $225K |
| Red Door Wealth Management, LLC | 0.02% | Add +1.0% | 3,427 | $220K |
| Arq Wealth Advisors, LLC | 0.03% | Reduce -10.1% | 3,350 | $219K |
| Prosperity Consulting Group, LLC | 0.01% | New | 3,413 | $219K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,399 | $218K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -4.2% | 3,367 | $216K |
| Allworth Financial LP | 0.00% | Add +83.1% | 3,319 | $213K |
| CWA Asset Management Group, LLC | 0.01% | New | 3,316 | $213K |
| SmartHarvest Portfolios, LLC | 0.07% | New | 3,279 | $210K |
| Essential Partners LLC | 0.10% | Add +163500.0% | 3,272 | $210K |
| Xxi Wealth, LLC | 0.10% | Reduce -5.0% | 3,269 | $210K |
| Walleye Capital LLC | 0.00% | Reduce -92.8% | 3,251 | $209K |
| Baker Tilly Wealth Management, LLC | 0.04% | New | 3,219 | $207K |
| Venator Management LLC | 0.05% | No change | 3,200 | $205K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 3,200 | $205K |
| Trust Asset Management LLC | 0.01% | New | 3,191 | $205K |
| Modern Wealth Management, LLC | 0.00% | New | 3,190 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -27.1% | 3,164 | $203K |
| Inscription Capital, LLC | 0.02% | New | 3,146 | $202K |
| Valeo Financial Advisors, LLC | 0.00% | New | 3,134 | $201K |
| Operose Advisors LLC | 0.04% | No change | 2,900 | $186K |
| Advisors Asset Management, Inc. | 0.00% | Add +32.5% | 2,733 | $175K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.6% | 2,662 | $171K |
| Boreal Capital Management LLC | 0.14% | Reduce -51.9% | 2,458 | $158K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.8% | 2,452 | $157K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +57.8% | 2,354 | $151K |
| Lanark Financial, Inc. | 0.01% | No change | 2,314 | $148K |
| PFA Pension, Forsikringsaktieselskab | 0.00% | Reduce -99.6% | 2,267 | $145K |
| Blue Trust, Inc. | 0.00% | Reduce -3.6% | 2,098 | $135K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -33.1% | 1,990 | $128K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,801 | $115K |
| Steph & Co. | 0.03% | Add +36.2% | 1,790 | $115K |
| Penserra Capital Management LLC | 0.00% | Add +5.0% | 1,718 | $109K |
| Owl Creek Wealth Partners LLC | 0.03% | Add +199.3% | 1,697 | $109K |
| Global Retirement Partners, LLC | 0.00% | — | 1,683 | $108K |
| Optiver Holding B.V. | 0.00% | New | 1,604 | $103K |
| Anchor Investment Management, LLC | 0.01% | Reduce -53.6% | 1,481 | $95K |
| Harbour Investments, Inc. | 0.00% | Add +6.9% | 1,472 | $94K |
| Trust Co. of Vermont | 0.00% | — | 1,401 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.1% | 1,315 | $84K |
| Parkside Financial Bank & Trust | 0.01% | Add +39.4% | 1,288 | $83K |
| Quent Capital, LLC | 0.01% | Reduce -47.1% | 1,264 | $81K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,207 | $77K |
| Group One Trading LLC | 0.00% | New | 1,203 | $77K |
| Leonteq Securities AG | 0.00% | Reduce -79.5% | 1,200 | $77K |
| GW&K Investment Management, LLC | 0.00% | Add +265.6% | 1,170 | $75K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,131 | $73K |
| Versant Capital Management, Inc | 0.01% | Add +359.6% | 1,126 | $72K |
| Clearstead Advisors, LLC | 0.00% | Reduce -54.5% | 1,107 | $71K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,106 | $71K |
| Generali Investments, Management Co LLC | 0.02% | Add +100.0% | 1,084 | $70K |
| Private Trust Co. NA | 0.01% | Reduce -8.9% | 1,072 | $69K |
| Zions Bancorporation, National Association | 0.00% | Add +186.3% | 1,068 | $69K |
| Dorato Capital Management | 0.04% | No change | 980 | $66K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,000 | $64K |
| Smithfield Trust Co | 0.00% | Reduce -46.5% | 1,007 | $63K |
| Quantbot Technologies LP | 0.00% | Reduce -99.4% | 916 | $59K |
| Caldwell Trust Co | 0.00% | Reduce -19.6% | 895 | $57K |
| CoreCap Advisors, LLC | 0.00% | Reduce -35.2% | 842 | $54K |
| First Horizon Corp. | 0.00% | Reduce -1.4% | 833 | $53K |
| Covestor Ltd | 0.03% | Add +25.4% | 828 | $53K |
| Smartleaf Asset Management LLC | 0.00% | No change | 821 | $53K |
| CYBER HORNET ETFs LLC | 0.03% | Reduce -1.5% | 796 | $51K |
| SJS Investment Consulting Inc. | 0.00% | Add +445.7% | 704 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +75.5% | 702 | $45K |
| CVA Family Office, LLC | 0.00% | Add +6.3% | 695 | $45K |
| IFP Advisors, Inc | 0.00% | Reduce -80.5% | 681 | $44K |
| Quantum Portfolio Management LLC | 0.02% | New | 669 | $43K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 668 | $43K |
| Gables Capital Management Inc. | 0.02% | No change | 668 | $43K |
| Horizon Financial Services, LLC | 0.02% | Add +108.2% | 635 | $41K |
| Rothschild Investment LLC | 0.00% | Add +50.1% | 632 | $41K |
| Wellington-Altus USA Inc. | 0.03% | No change | 606 | $40K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -2.9% | 572 | $37K |
| Allied Private Wealth LLC | 0.02% | — | 517 | $35K |
| LRI Investments, LLC | 0.00% | Add +2125.0% | 534 | $34K |
| Cheviot Value Management, LLC | 0.00% | No change | 530 | $34K |
| Continuum Advisory, LLC | 0.00% | New | 527 | $34K |
| Montag A & Associates Inc. | 0.00% | Reduce -68.2% | 511 | $33K |
| First Command Advisory Services, Inc. | 0.00% | Add +62.4% | 510 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +1.0% | 511 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +58.5% | 466 | $30K |
| Basepoint Wealth LLC | 0.02% | Add +30.0% | 433 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -98.5% | 412 | $28K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 420 | $27K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 410 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 400 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 399 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -94.7% | 393 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +666.7% | 391 | $25K |
| TFC Financial Management, Inc. | 0.00% | Reduce -2.6% | 376 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +380.3% | 365 | $23K |
| Elequin Capital, LP | 0.00% | New | 355 | $23K |
| Nova Wealth Management, Inc. | 0.01% | New | 322 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Add +50.2% | 314 | $20K |
| Bokf, NA | 0.00% | Add +78.3% | 312 | $20K |
| Evelyn Partners Group Ltd | 0.00% | — | 275 | $18K |
| Millstone Evans Group, LLC | 0.01% | Add +303.1% | 262 | $17K |
| IFG Advisory, LLC | 0.00% | New | 244 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Add +182.3% | 240 | $15K |
| TD Private Client Wealth LLC | 0.00% | Reduce -77.2% | 238 | $15K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -31.2% | 225 | $14K |
| Westfuller Advisors, LLC | 0.01% | Add +136.6% | 220 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -9.1% | 220 | $14K |
| Westside Investment Management, Inc. | 0.00% | No change | 216 | $14K |
| SHP Wealth Management | 0.00% | Add +80.5% | 213 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 204 | $13K |
| Colonial Trust Co / SC | 0.00% | Reduce -10.2% | 203 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 200 | $13K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 200 | $13K |
| Burkett Financial Services, LLC | 0.00% | New | 199 | $13K |
| Truvestments Capital LLC | 0.00% | Reduce -17.0% | 191 | $12K |
| Bogart Wealth, LLC | 0.00% | Add +730.4% | 191 | $12K |
| J.Safra Asset Management Corp | 0.00% | Add +90.0% | 190 | $12K |
| Cromwell Holdings LLC | 0.01% | Reduce -69.9% | 187 | $12K |
| Cornerstone Financial Management LLC | 0.01% | Add +115.5% | 181 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +10.5% | 179 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Add +370.3% | 174 | $11K |
| MV Capital Management, Inc. | 0.00% | Add +52.2% | 172 | $11K |
| Avion Wealth | 0.00% | Add +116.5% | 184 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +3.7% | 168 | $11K |
| True Wealth Design, LLC | 0.00% | Add +160.9% | 167 | $11K |
| Raiffeisen Bank International AG | 0.00% | No change | 167 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -90.0% | 160 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +19.7% | 158 | $10K |
| Hickory Point Bank & Trust | 0.01% | No change | 155 | $10K |
| JPL Wealth Management, LLC | 0.00% | Reduce -20.8% | 152 | $10K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 150 | $10K |
| Addison Advisors LLC | 0.00% | New | 150 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -40.0% | 150 | $10K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 143 | $9K |
| Sankala Group LLC | 0.01% | Reduce -44.4% | 130 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +39.2% | 142 | $9K |
| SRH Advisors, LLC | 0.00% | No change | 136 | $9K |
| Aspect Partners, LLC | 0.00% | Add +272.2% | 134 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +178.7% | 131 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +15.4% | 127 | $8K |
| Sachetta, LLC | 0.00% | Add +535.0% | 127 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | Add +5.1% | 124 | $8K |
| Fulcrum Asset Management LLP | 0.00% | New | 121 | $8K |
| Kilter Group LLC | 0.00% | Add +103.4% | 120 | $8K |
| Rialto Wealth Management, LLC | 0.00% | Add +257.6% | 118 | $8K |
| West Paces Advisors Inc. | 0.00% | New | 117 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +85.5% | 115 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 111 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 109 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.9% | 108 | $7K |
| Spire Wealth Management | 0.00% | Add +488.9% | 106 | $7K |
| Crewe Advisors LLC | 0.00% | New | 97 | $6K |
| Hughes Financial Services, LLC | 0.00% | Add +23.0% | 91 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 88 | $6K |
| High Note Wealth, LLC | 0.00% | New | 87 | $6K |
| Planning Strategies Inc. | 0.00% | — | 86 | $6K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 84 | $5K |
| Key Financial Inc | 0.00% | No change | 84 | $5K |
| Forum Finance Group S.A. | 0.00% | No change | 90 | $5K |
| SouthState Bank Corp | 0.00% | Add +171.4% | 76 | $5K |
| City State Bank | 0.00% | No change | 74 | $5K |
| Union Savings Bank | 0.00% | No change | 68 | $4K |
| Summit Securities Group LLC | 0.00% | Add +41.7% | 68 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +170.8% | 65 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +82.9% | 64 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 63 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +520.0% | 62 | $4K |
| Manchester Capital Management LLC | 0.00% | Reduce -18.9% | 60 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -54.0% | 58 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -90.0% | 56 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | New | 52 | $3K |
| Highland Investment Advisors LLC | 0.00% | — | 51 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -32.4% | 48 | $3K |
| Rossby Financial, LCC | 0.00% | Add +45.5% | 48 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 48 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 47 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 50 | $3K |
| Abound Wealth Management | 0.00% | Add +5.1% | 41 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 39 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -83.6% | 38 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +75.0% | 35 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +12.9% | 35 | $2K |
| Copia Wealth Management | 0.00% | No change | 35 | $2K |
| Nvwm, LLC | 0.00% | Add +191.7% | 35 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 33 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 25 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.2% | 22 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -26.9% | 19 | $1K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 18 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 18 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -21.7% | 18 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -71.4% | 18 | $1K |
| Davis Capital Management | 0.00% | Add +300.0% | 16 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 16 | $1K |
| DT Investment Partners, LLC | 0.00% | No change | 15 | $963 |
| Financial Consulate, Inc. | 0.00% | New | 15 | $963 |
| Caitlin John, LLC | 0.00% | Reduce -55.9% | 15 | $962 |
| WPG Advisers, LLC | 0.00% | New | 14 | $898 |
| Activest Wealth Management | 0.00% | New | 14 | $898 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -41.7% | 14 | $898 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -56.3% | 14 | $898 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 13 | $844 |
| NBT Bank, N.A. | 0.00% | Reduce -63.9% | 13 | $834 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $642 |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $642 |
| WestEnd Advisors, LLC | 0.00% | Add +11.1% | 10 | $642 |
| Avalon Trust Co | 0.00% | No change | 9 | $578 |
| Breakwater Investment Management | 0.00% | Add +14.3% | 8 | $514 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -12.5% | 7 | $472 |
| Strengthening Families & Communities, LLC | 0.00% | New | 7 | $449 |
| Motco | 0.00% | New | 7 | $449 |
| United Community Bank | 0.00% | No change | 6 | $385 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 5 | $322 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 5 | $321 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -44.4% | 5 | $321 |
| HFM Investment Advisors, LLC | 0.00% | New | 5 | $321 |
| Seneschal Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $257 |
| Arlington Trust Co LLC | 0.00% | No change | 4 | $257 |
| DecisionPoint Financial, LLC | 0.00% | Reduce -25.0% | 3 | $203 |
| Cordant, Inc. | 0.00% | New | 2 | $154 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -83.3% | 2 | $129 |
| MidFirst Bank | 0.00% | No change | 2 | $128 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $65 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.8% | 1 | $64 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $64 |
| Y.D. More Investments Ltd | 0.00% | Add +0.5% | 188 | $40 |
"% of holder's portfolio" is BRO's weight in each manager's 13F, not the share of Brown & Brown Inc. the manager owns.