BWX TechnologiesBWXT
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 830 institutions reported holding BWX Technologies Inc. (BWXT) in their 13F filings, up 70 from Q4 2025. 147 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($2.6B), Vanguard Portfolio Management LLC ($1.0B) and Vanguard Capital Management LLC ($837.2M). 10 famous investors held it, including Cathie Wood (1.0% of ARK Investment Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- BWX Technologies Inc.
- CUSIP
- 05605H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 147 | $510.0M |
| Exits | 78 | $212.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,854,267 shares bought and 6,625,154 shares sold, net +229,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 830 holders
| BlackRock, Inc. | 0.04% | Add +2.0% | 12,487,506 | $2.6B |
| Vanguard Portfolio Management LLC | 0.05% | — | 4,891,237 | $1.0B |
| Vanguard Capital Management LLC | 0.02% | — | 4,094,093 | $837.2M |
| State Street Corp. | 0.03% | Add +4.2% | 3,748,950 | $766.6M |
| Invesco Ltd. | 0.05% | Reduce -1.8% | 2,522,532 | $515.8M |
| JPMorgan Chase & Co. | 0.03% | Add +26.6% | 2,572,811 | $492.9M |
| Franklin Resources Inc. | 0.10% | Reduce -15.8% | 1,901,316 | $388.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -3.5% | 1,793,566 | $366.9M |
| Alkeon Capital Management LLC | 1.61% | Add +10.0% | 1,739,348 | $355.7M |
| Van Eck Associates Corp. | 0.24% | Add +27.0% | 1,584,460 | $324.0M |
| Blair William & Co. | 0.84% | Reduce -0.1% | 1,438,125 | $294.1M |
| First Trust Advisors LP | 0.20% | Add +12.2% | 1,391,079 | $284.5M |
| T. Rowe Price Investment Management, Inc. | 0.19% | Reduce -30.6% | 1,327,309 | $271.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.36% | Add +45.6% | 1,288,028 | $263.4M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -6.5% | 1,286,257 | $263.2M |
| Bank of New York Mellon Corp | 0.05% | Add +8.4% | 1,283,997 | $262.6M |
| Snyder Capital Management L P | 4.37% | Reduce -17.0% | 1,102,116 | $225.4M |
| Artisan Partners Limited Partnership | 0.35% | Reduce -3.3% | 1,059,209 | $216.6M |
| Bank of America Corp. | 0.01% | Add +5.5% | 1,005,621 | $205.6M |
| William Blair Investment Management, LLC | 0.66% | Reduce -11.4% | 981,782 | $200.8M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 977,834 | $200.0M |
| Clearbridge Investments, LLC | 0.15% | Reduce -5.2% | 827,836 | $169.3M |
| FMR LLC | 0.01% | Reduce -5.8% | 820,494 | $167.8M |
| Mawer Investment Management Ltd. | 0.97% | Reduce -5.0% | 734,162 | $150.1M |
| Fiera Capital Corp | 0.51% | Add +0.8% | 729,269 | $149.1M |
| Select Equity Group, L.P. | 0.79% | Add +68.9% | 726,424 | $148.5M |
| Northern Trust Corp. | 0.02% | Add +3.8% | 722,135 | $147.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -11.3% | 696,488 | $142.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 689,367 | $141.0M |
| Bessemer Group Inc. | 0.20% | Add +1.9% | 626,109 | $128.0M |
| ARK Investment Management | 0.99% | Reduce -6.7% | 622,546 | $127.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.3% | 612,117 | $125.2M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 570,316 | $116.6M |
| Capital World Investors | 0.02% | New | 569,415 | $116.4M |
| Stephens Investment Management Group LLC | 1.57% | Reduce -0.5% | 558,626 | $114.2M |
| Two Sigma Investments, LP | 0.10% | Add +37.2% | 551,772 | $112.8M |
| Federated Hermes, Inc. | 0.18% | Add +19.2% | 540,528 | $110.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.5% | 533,591 | $109.1M |
| Chevy Chase Trust Holdings, LLC | 0.31% | Add +2.6% | 532,146 | $108.8M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -13.5% | 491,360 | $100.5M |
| Alliancebernstein L.P. | 0.03% | Add +2.8% | 580,229 | $100.3M |
| Thrivent Financial for Lutherans | 0.19% | Reduce -26.2% | 476,988 | $97.5M |
| Royal Bank of Canada | 0.02% | Reduce -12.8% | 436,073 | $89.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.29% | Reduce -2.3% | 426,072 | $87.1M |
| UBS Group AG | 0.01% | Reduce -0.9% | 402,890 | $82.4M |
| Citigroup Inc. | 0.05% | Reduce -2.7% | 398,406 | $81.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.9% | 397,789 | $81.3M |
| FengHe Fund Management Pte. Ltd. | 11.11% | New | 393,200 | $80.4M |
| ZWJ Investment Counsel Inc. | 2.89% | Reduce -3.9% | 392,326 | $80.2M |
| Schroder Investment Management Group | 0.06% | Reduce -2.7% | 380,948 | $73.0M |
| Wells Fargo & Company | 0.01% | Add +58.0% | 336,242 | $68.8M |
| Principal Financial Group Inc. | 0.04% | Add +16.8% | 325,952 | $66.7M |
| Orbis Allan Gray Ltd | 0.26% | Reduce -3.6% | 298,373 | $61.0M |
| Nomura Asset Management International Inc. | 0.10% | Reduce -21.9% | 297,997 | $60.9M |
| New York State Common Retirement Fund | 0.08% | Add +0.1% | 297,030 | $60.7M |
| King Luther Capital Management Corp. | 0.26% | Add +18.6% | 293,677 | $60.1M |
| Stifel Financial Corp. | 0.05% | Add +17.6% | 280,260 | $57.3M |
| Ameriprise Financial Inc. | 0.01% | Add +15.4% | 264,231 | $54.0M |
| Nicholas Investment Partners, LP | 4.39% | Add +0.4% | 261,867 | $53.5M |
| Tremblant Capital Group | 1.68% | Reduce -12.3% | 255,496 | $52.2M |
| Harvey Partners, LLC | 4.24% | Add +1.5% | 255,300 | $52.2M |
| Silvercrest Asset Management Group LLC | 0.37% | Reduce -5.0% | 251,218 | $51.4M |
| Capital Research Global Investors | 0.01% | No change | 250,845 | $51.3M |
| Munro Partners | 1.71% | New | 246,220 | $50.3M |
| Sapient Capital LLC | 0.71% | Reduce -18.4% | 230,356 | $47.1M |
| Rhumbline Advisers | 0.04% | Add +2.0% | 227,210 | $46.5M |
| Victory Capital Management Inc. | 0.03% | Add +2.8% | 226,541 | $46.3M |
| BNP Paribas Financial Markets | 0.03% | Add +8.3% | 202,765 | $41.5M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -46.1% | 202,137 | $41.3M |
| Mizuho Markets Americas LLC | 1.12% | Reduce -5.4% | 197,659 | $40.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -7.2% | 187,870 | $40.0M |
| Toronto Dominion Bank | 0.08% | Reduce -0.6% | 193,205 | $39.5M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -2.3% | 189,244 | $38.7M |
| AQR Capital Management | 0.02% | Add +220.9% | 188,967 | $38.6M |
| Vaughan Nelson Investment Management, L.P. | 0.37% | New | 182,135 | $37.2M |
| Vident Advisory, LLC | 0.32% | Add +1.5% | 181,547 | $37.1M |
| Swiss National Bank | 0.02% | Add +0.3% | 180,800 | $37.0M |
| Gotham Asset Management | 0.11% | Add +5.5% | 177,546 | $36.3M |
| Nuveen, LLC | 0.01% | Reduce -20.2% | 176,190 | $36.0M |
| California Public Employees Retirement System | 0.02% | Add +1.3% | 171,449 | $35.1M |
| Philadelphia Trust Co. | 2.46% | Reduce -1.5% | 170,769 | $34.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.0% | 166,191 | $34.0M |
| American Century Companies Inc. | 0.02% | Reduce -45.4% | 164,942 | $33.7M |
| Sei Investments Co. | 0.03% | Reduce -7.4% | 164,626 | $33.7M |
| Focus Partners Wealth | 0.04% | Reduce -3.0% | 164,398 | $33.6M |
| Minneapolis Portfolio Management Group, LLC | 3.42% | Add +0.5% | 157,516 | $32.2M |
| Tidal Investments LLC | 0.09% | Add +142.8% | 142,426 | $29.1M |
| Cresset Asset Management, LLC | 0.12% | Reduce -4.8% | 138,065 | $28.2M |
| Driehaus Capital Management LLC | 0.21% | Add +5.1% | 137,075 | $28.0M |
| RPG Investment Advisory, LLC | 3.31% | Reduce -0.8% | 134,062 | $27.4M |
| Deutsche Bank AG | 0.01% | Add +14.1% | 131,232 | $26.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 130,392 | $26.7M |
| CI Investments Inc. | 0.13% | New | 128,648 | $26.3M |
| Retirement Systems of Alabama | 0.08% | Add +1.9% | 124,164 | $25.4M |
| Legal & General Group Plc | 0.01% | Reduce -11.3% | 121,616 | $24.8M |
| Covea Finance | 0.85% | Reduce -14.8% | 118,959 | $24.3M |
| Jennison Associates LLC | 0.02% | Reduce -56.4% | 118,701 | $24.3M |
| Ananym Capital Management, LP | 9.24% | Add +12.2% | 118,437 | $24.2M |
| Cookson Peirce & Co. Inc. | 1.02% | Add +4.4% | 117,513 | $24.0M |
| Brown Advisory Inc. | 0.04% | Reduce -34.7% | 112,502 | $23.0M |
| Clough Capital Partners L P | 2.21% | Add +12.2% | 111,731 | $22.8M |
| California State Teachers Retirement System | 0.02% | Add +22.1% | 106,036 | $21.7M |
| National Bank of Canada | 0.02% | Add +4409.9% | 104,809 | $21.4M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -4.4% | 103,510 | $21.2M |
| Bank of Nova Scotia | 0.04% | New | 100,200 | $20.5M |
| LPL Financial LLC | 0.01% | Add +44.0% | 100,084 | $20.5M |
| Telemark Asset Management, LLC | 1.89% | No change | 100,000 | $20.4M |
| Levin Capital Strategies, L.P. | 1.53% | Reduce -3.0% | 98,629 | $20.2M |
| Ceredex Value Advisors LLC | 0.63% | New | 97,600 | $20.0M |
| TD Asset Management Inc | 0.02% | Reduce -28.1% | 92,991 | $19.0M |
| Holocene Advisors, LP | 0.04% | New | 90,721 | $18.6M |
| Tran Capital Management, L.P. | 2.54% | Add +1908.1% | 90,505 | $18.5M |
| Barclays PLC | 0.01% | Reduce -39.5% | 90,428 | $18.5M |
| Westwood Holdings Group Inc. | 0.13% | Reduce -6.8% | 87,830 | $18.0M |
| McGowan Group Asset Management, Inc. | 2.27% | Reduce -32.2% | 87,082 | $17.8M |
| Exchange Traded Concepts, LLC | 0.13% | Add +10.4% | 83,768 | $17.1M |
| Atika Capital Management LLC | 2.66% | Reduce -24.2% | 82,550 | $16.9M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 80,762 | $16.5M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.2% | 80,440 | $16.4M |
| LBP Am SA | 0.22% | New | 78,570 | $16.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -28.0% | 74,756 | $15.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.98% | New | 73,135 | $15.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +26.9% | 71,613 | $14.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 71,391 | $14.6M |
| Chescapmanager LLC | 2.29% | Reduce -40.6% | 70,000 | $14.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -52.5% | 69,794 | $14.3M |
| Pinnacle Associates Ltd. | 0.18% | Reduce -3.4% | 67,638 | $13.8M |
| Curi Capital, LLC | 0.25% | Reduce -3.1% | 67,166 | $13.7M |
| Agf Management Ltd. | 0.06% | Reduce -2.3% | 66,869 | $13.7M |
| Quantinno Capital Management LP | 0.02% | Add +2.5% | 60,770 | $12.4M |
| Needham Investment Management LLC | 0.62% | Add +63.9% | 59,000 | $12.1M |
| Ranger Investment Management, L.P. | 0.87% | New | 58,640 | $12.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -48.3% | 60,062 | $11.8M |
| Empowered Funds, LLC | 0.07% | Add +4.9% | 57,183 | $11.7M |
| Cary Street Partners Financial LLC | 0.29% | Add +194.0% | 57,096 | $11.7M |
| Tema ETFs LLC | 0.77% | Add +48.5% | 55,811 | $11.4M |
| ArrowMark Colorado Holdings LLC | 0.30% | No change | 54,500 | $11.1M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | No change | 51,778 | $10.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +0.1% | 51,574 | $10.5M |
| Copeland Capital Management, LLC | 0.23% | Reduce -3.0% | 50,947 | $10.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +4.1% | 50,879 | $10.4M |
| Public Employees Retirement System of Ohio | 0.03% | Add +67.2% | 49,816 | $10.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -76.4% | 49,426 | $10.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -28.5% | 47,543 | $9.7M |
| Brevan Howard Capital Management LP | 0.10% | Add +863.9% | 47,453 | $9.7M |
| Builder Investment Group Inc. | 2.07% | Reduce -0.2% | 46,585 | $9.5M |
| MetLife Investment Management, LLC | 0.05% | Add +0.6% | 45,696 | $9.3M |
| Bridges Investment Management Inc. | 0.13% | Reduce -80.5% | 45,235 | $9.3M |
| Shapiro Capital Management LLC | 0.58% | Reduce -34.5% | 45,051 | $9.2M |
| Bensler, LLC | 0.95% | Add +10.6% | 44,856 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +477.2% | 42,527 | $9.1M |
| Natixis Advisors, LLC | 0.01% | Add +39.1% | 42,572 | $8.7M |
| Amalgamated Bank | 0.07% | Add +2.5% | 41,929 | $8.6M |
| Stonebridge Financial Group, LLC | 0.70% | Add +0.3% | 41,606 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.4% | 40,988 | $8.4M |
| Kieckhefer Group LLC | 3.81% | Add +0.5% | 39,418 | $8.1M |
| Owl Creek Asset Management, L.P. | 1.55% | Reduce -52.5% | 39,343 | $8.0M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +0.7% | 39,023 | $8.0M |
| Narwhal Capital Management | 0.59% | Add +33.8% | 38,969 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.2% | 38,636 | $7.9M |
| Captrust Financial Advisors | 0.01% | Add +2.4% | 38,383 | $7.8M |
| Polen Capital Management LLC | 0.05% | Add +17.9% | 38,123 | $7.8M |
| Naples Global Advisors, LLC | 0.57% | Add +3.3% | 37,940 | $7.8M |
| Vanguard Global Advisers, LLC | 0.00% | — | 37,831 | $7.7M |
| Inspire Investing, LLC | 0.45% | Add +28.9% | 37,826 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +28.4% | 37,803 | $7.7M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 37,610 | $7.7M |
| Congress Asset Management Co. | 0.05% | Add +11.9% | 37,356 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +36.3% | 37,238 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +3.3% | 36,106 | $7.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -17.7% | 35,679 | $7.3M |
| Demars Financial Group, LLC | 2.39% | Reduce -4.0% | 35,550 | $7.3M |
| ARS Investment Partners, LLC | 0.38% | Add +48.4% | 35,489 | $7.3M |
| Algert Global LLC | 0.11% | Reduce -79.0% | 35,338 | $7.2M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -7.9% | 35,037 | $7.2M |
| Millennium Management | 0.01% | Reduce -76.4% | 34,149 | $7.0M |
| Future Fund LLC | 2.36% | Add +168.7% | 32,820 | $6.7M |
| Strategic Planning Group, LLC | 0.91% | Reduce -16.3% | 31,979 | $6.5M |
| Moore Capital Management, LP | 0.26% | Add +54.3% | 31,424 | $6.4M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 31,001 | $6.3M |
| Legato Capital Management LLC | 0.57% | Reduce -5.2% | 30,539 | $6.2M |
| Pacer Advisors, Inc. | 0.02% | Add +5.5% | 30,477 | $6.2M |
| Quadrature Capital Ltd | 0.07% | New | 30,445 | $6.2M |
| Eos Management, L.P. | 2.63% | Add +15.7% | 29,947 | $6.1M |
| Royce & Associates LP | 0.06% | Reduce -26.9% | 29,827 | $6.1M |
| Pier Capital, LLC | 1.00% | Reduce -1.3% | 29,676 | $6.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +37.0% | 29,583 | $6.0M |
| Fifth Third Bancorp | 0.01% | Add +3842.8% | 29,571 | $6.0M |
| Bahl & Gaynor LLC | 0.03% | Add +2.5% | 29,225 | $6.0M |
| Independent Advisor Alliance | 0.06% | Add +6.3% | 29,181 | $6.0M |
| Citizens Business Bank | 0.97% | Reduce -0.8% | 29,043 | $5.9M |
| Beck Capital Management, LLC | 1.36% | Add +15.9% | 29,013 | $5.9M |
| Premier Fund Managers Ltd | 0.42% | New | 30,900 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +203.9% | 28,861 | $5.9M |
| Fred Alger Management, LLC | 0.03% | Add +21.7% | 28,896 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.6% | 28,694 | $5.9M |
| AE Wealth Management LLC | 0.03% | Add +12.4% | 28,525 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 28,049 | $5.7M |
| STRS Ohio | 0.02% | Reduce -4.5% | 27,782 | $5.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 27,583 | $5.6M |
| Korea Investment CORP | 0.01% | No change | 27,009 | $5.5M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.26% | Add +5.6% | 26,894 | $5.5M |
| Louisiana State Employees Retirement System | 0.10% | Add +4.7% | 26,500 | $5.4M |
| Bank of Montreal | 0.00% | Add +21.1% | 26,403 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +30.6% | 25,878 | $5.3M |
| Arkfeld Wealth Strategies, L.L.C. | 1.67% | Reduce -1.7% | 22,113 | $5.3M |
| Essex Investment Management Co. LLC | 0.83% | Reduce -6.2% | 25,555 | $5.2M |
| Sit Investment Associates Inc. | 0.11% | Add +28.2% | 25,408 | $5.2M |
| Arizona State Retirement System | 0.03% | Reduce -1.3% | 25,112 | $5.1M |
| Ardsley Advisory Partners LP | 0.78% | No change | 25,000 | $5.1M |
| Intech Investment Management LLC | 0.05% | Reduce -23.7% | 24,928 | $5.1M |
| Davidson Kempner Capital Management LP | 0.14% | Reduce -81.5% | 24,900 | $5.1M |
| Spire Wealth Management | 0.17% | Reduce -6.3% | 24,899 | $5.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.01% | New | 24,865 | $5.1M |
| Martingale Asset Management L P | 0.13% | Reduce -24.9% | 24,659 | $5.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +20.3% | 24,594 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Add +8.8% | 24,550 | $5.0M |
| ARP Global Capital Ltd | 2.94% | Add +19.3% | 24,410 | $5.0M |
| Meitav Investment House Ltd. | 0.05% | Add +480.1% | 23,205 | $4.7M |
| Walleye Capital LLC | 0.03% | Add +105.2% | 23,178 | $4.7M |
| Yousif Capital Management, LLC | 0.06% | Reduce -6.0% | 23,027 | $4.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 23,022 | $4.7M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +15.3% | 23,007 | $4.7M |
| Anchor Capital Advisors LLC | 0.13% | Reduce -88.2% | 22,987 | $4.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.1% | 22,907 | $4.7M |
| Susquehanna Fundamental Investments, LLC | 0.17% | New | 22,783 | $4.7M |
| Prudential Financial Inc. | 0.01% | Add +6.6% | 22,605 | $4.6M |
| Bridgewater Associates | 0.02% | Add +60.4% | 22,438 | $4.6M |
| State of Michigan Retirement System | 0.02% | Add +1.9% | 22,000 | $4.5M |
| Informed Momentum Co LLC | 0.52% | Add +26.6% | 21,956 | $4.5M |
| PFG Advisors | 0.21% | Add +10.6% | 21,496 | $4.4M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +5.0% | 21,451 | $4.4M |
| Oak Family Advisors, LLC | 1.35% | Reduce -9.8% | 21,405 | $4.4M |
| Navellier & Associates Inc. | 0.45% | Reduce -7.7% | 21,305 | $4.4M |
| Defiance ETFs, LLC | 0.06% | New | 21,287 | $4.4M |
| Mariner, LLC | 0.01% | Add +1154.0% | 20,753 | $4.2M |
| Signaturefd, LLC | 0.06% | Add +0.2% | 20,702 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.8% | 20,684 | $4.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Add +0.1% | 20,482 | $4.2M |
| Assetmark, Inc. | 0.01% | Reduce -9.8% | 20,264 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 19,811 | $4.1M |
| Creative Planning | 0.00% | Add +46.7% | 19,595 | $4.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | No change | 19,520 | $4.0M |
| Hilton Capital Management, LLC | 0.30% | Reduce -3.6% | 19,518 | $4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.5% | 19,451 | $4.0M |
| New Age Alpha Advisors, LLC | 0.19% | Reduce -2.6% | 19,362 | $4.0M |
| Stephens Inc. | 0.05% | Add +1.2% | 19,224 | $3.9M |
| Bokf, NA | 0.06% | Reduce -0.8% | 19,095 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +123.9% | 19,078 | $3.9M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +2.9% | 18,800 | $3.8M |
| American Trust Investment Advisors, LLC | 2.12% | Reduce -1.1% | 18,785 | $3.8M |
| Marshall Wace, LLP | 0.00% | Reduce -64.7% | 18,782 | $3.8M |
| Composition Wealth, LLC | 0.05% | Add +0.0% | 18,686 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -2.6% | 18,629 | $3.8M |
| Aubrey Capital Management Ltd | 2.03% | No change | 18,500 | $3.8M |
| Mgo One Seven LLC | 0.08% | Add +3.9% | 18,393 | $3.8M |
| New Mexico Educational Retirement Board | 0.12% | No change | 18,300 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 18,172 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.9% | 17,810 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +19.1% | 17,547 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.9% | 17,461 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +0.5% | 16,843 | $3.4M |
| Compass Wealth Management LLC | 0.85% | Reduce -29.6% | 16,725 | $3.4M |
| Capital Fund Management S.A. | 0.03% | Reduce -31.3% | 16,564 | $3.4M |
| WCM Investment Management, LLC | 0.01% | Reduce -0.1% | 17,515 | $3.4M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -10.6% | 16,187 | $3.3M |
| HSBC Holdings PLC | 0.00% | Add +107.5% | 16,121 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.0% | 15,808 | $3.2M |
| Financial Sense Advisors, Inc. | 0.75% | Add +2.0% | 15,804 | $3.2M |
| L & S Advisors Inc | 0.39% | Reduce -34.6% | 15,324 | $3.1M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.77% | New | 15,205 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +163.3% | 15,093 | $3.1M |
| MRP Capital Investments, LLC | 2.63% | Reduce -1.3% | 14,733 | $3.0M |
| Granahan Investment Management, LLC | 0.15% | Reduce -15.3% | 14,704 | $3.0M |
| Richard Bernstein Advisors LLC | 0.09% | New | 14,428 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -82.3% | 14,277 | $2.9M |
| Gradient Investments LLC | 0.04% | New | 14,044 | $2.9M |
| Barometer Capital Management Inc. | 0.97% | New | 13,800 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -7.9% | 13,552 | $2.8M |
| M.D. Sass, LLC | 0.21% | Add +0.1% | 13,453 | $2.8M |
| Pinnbrook Capital Management LP | 2.20% | Reduce -21.6% | 13,200 | $2.7M |
| Xponance LLC | 0.02% | Add +32.2% | 13,191 | $2.7M |
| XTX Topco Ltd | 0.05% | Add +40.1% | 12,973 | $2.7M |
| Main Management ETF Advisors, LLC | 0.10% | New | 12,673 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.7% | 12,644 | $2.6M |
| Torray Investment Partners LLC | 0.40% | Reduce -0.8% | 12,560 | $2.6M |
| Ieq Capital, LLC | 0.01% | New | 12,042 | $2.5M |
| SBI Okasan Asset Management Co.Ltd. | 0.10% | No change | 12,680 | $2.4M |
| Barbara Oil Co. | 0.92% | No change | 11,675 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -4.3% | 11,620 | $2.4M |
| Renaissance Technologies | 0.00% | New | 11,600 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.3% | 11,380 | $2.3M |
| Caisse Des Depots Et Consignations | 0.04% | Reduce -29.1% | 11,220 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -69.5% | 11,197 | $2.3M |
| JT Stratford LLC | 0.29% | Add +360.0% | 11,188 | $2.3M |
| Williamson Legacy Group, LLC | 1.70% | Add +2.6% | 11,112 | $2.3M |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 11,098 | $2.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -95.8% | 10,979 | $2.2M |
| &partners | 0.01% | Add +45.1% | 10,597 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -11.3% | 10,833 | $2.2M |
| Adalta Capital Management LLC | 1.04% | Add +1.3% | 10,623 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 10,515 | $2.2M |
| Radnor Capital Management, LLC | 0.31% | Add +0.1% | 10,635 | $2.1M |
| Aristides Capital LLC | 0.68% | Add +7.5% | 10,026 | $2.1M |
| O'Domhnaill Enterprises, Inc. | 1.65% | Add +73.8% | 10,023 | $2.0M |
| Kore Advisors LP | 2.58% | No change | 10,000 | $2.0M |
| Tribune Investment Group LP | 1.37% | New | 10,000 | $2.0M |
| Portland Investment Counsel Inc. | 0.66% | Add +42.9% | 10,000 | $2.0M |
| Catalyst Capital Advisors LLC | 0.04% | Reduce -6.1% | 10,000 | $2.0M |
| Veracity Capital LLC | 0.73% | Reduce -11.1% | 9,927 | $2.0M |
| Gateway Investment Advisers LLC | 0.02% | Add +3.2% | 9,899 | $2.0M |
| Provident Co of the Employees of the Hebrew University LTD | 3.17% | New | 9,818 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.1% | 9,717 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +10.5% | 9,713 | $2.0M |
| Callan Family Office, LLC | 0.04% | Reduce -3.1% | 9,681 | $2.0M |
| Duncker Streett & Co. Inc. | 0.37% | New | 9,637 | $2.0M |
| Kurv Investment Management LLC | 2.06% | Add +66.4% | 10,146 | $1.9M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 9,481 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +3.7% | 9,385 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 9,174 | $1.9M |
| MH & Associates Securities Management Corp. | 1.63% | Add +0.3% | 9,126 | $1.9M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Add +14.1% | 9,107 | $1.9M |
| Chicago Capital, LLC | 0.05% | Add +12.9% | 9,060 | $1.9M |
| Concentric Capital Strategies, LP | 0.16% | Reduce -58.3% | 9,007 | $1.8M |
| Man Group plc | 0.00% | Reduce -82.4% | 8,972 | $1.8M |
| Cascade Investment Advisors, Inc. | 1.07% | Reduce -0.8% | 8,814 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +226.3% | 8,476 | $1.7M |
| Kayne Anderson Capital Advisors LP | 0.03% | New | 8,399 | $1.7M |
| Van Hulzen Asset Management, LLC | 0.13% | Add +16.9% | 8,392 | $1.7M |
| Heartland Advisors Inc. | 0.09% | Reduce -22.0% | 8,163 | $1.7M |
| Pecaut & Co. | 0.54% | No change | 8,135 | $1.7M |
| Arcadia Investment Management Corp. | 0.28% | Add +13.8% | 8,089 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +6.4% | 7,962 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.7% | 7,937 | $1.6M |
| Princeton Capital Management LLC | 0.44% | Add +0.5% | 7,861 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.3% | 7,783 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -16.5% | 7,696 | $1.6M |
| Allstate Corp. | 0.02% | New | 7,668 | $1.6M |
| Marex Group Ltd | 0.02% | New | 7,503 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Add +35.3% | 7,489 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -7.6% | 7,485 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.2% | 7,441 | $1.5M |
| Rice Hall James & Associates, LLC | 0.08% | Reduce -7.6% | 7,389 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | Add +6.3% | 7,383 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | New | 7,350 | $1.5M |
| Merrion Investment Management Co, LLC | 0.81% | No change | 7,330 | $1.5M |
| Pinebridge Investments LLC | 0.01% | Reduce -48.9% | 7,319 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -19.2% | 7,191 | $1.5M |
| Denali Advisors LLC | 0.16% | Reduce -0.1% | 7,089 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.6% | 7,059 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +29.3% | 7,043 | $1.4M |
| Monetta Financial Services Inc. | 1.11% | No change | 7,000 | $1.4M |
| Themes Management Co LLC | 0.87% | Add +47.6% | 6,931 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 6,920 | $1.4M |
| Securian Asset Management, Inc. | 0.05% | Add +1.7% | 6,739 | $1.4M |
| Clear Creek Financial Management, LLC | 0.11% | Add +32.4% | 6,726 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Reduce -21.1% | 6,710 | $1.4M |
| Argent Trust Co | 0.05% | Add +0.0% | 6,696 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 6,675 | $1.4M |
| Emerald Advisers, LLC | 0.04% | No change | 6,667 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +440.1% | 6,881 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.23% | New | 6,602 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +2.9% | 6,399 | $1.3M |
| Western Wealth Management, LLC | 0.05% | Add +4.7% | 6,309 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | New | 6,283 | $1.3M |
| Chase Investment Counsel Corp. | 0.32% | New | 6,029 | $1.2M |
| Fulton Bank, N.A. | 0.04% | Reduce -1.9% | 5,973 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -97.8% | 5,868 | $1.2M |
| AlTi Global, Inc. | 0.03% | Reduce -1.5% | 5,796 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 5,731 | $1.2M |
| Twin Tree Management, LP | 0.25% | Add +1404.0% | 5,715 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.6% | 5,705 | $1.2M |
| VELA Investment Management, LLC | 0.29% | Reduce -2.4% | 5,561 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +33.9% | 5,554 | $1.1M |
| Secured Retirement Advisors, LLC | 0.63% | Reduce -0.9% | 5,479 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +2.1% | 5,424 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | New | 5,273 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.27% | Add +0.2% | 5,353 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.5% | 5,346 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Add +213.9% | 5,345 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Add +16.6% | 5,330 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Reduce -35.5% | 5,279 | $1.1M |
| Neo Ivy Capital Management | 0.28% | New | 5,173 | $1.1M |
| Altshuler Shaham Ltd | 0.02% | Add +13.8% | 5,142 | $1.1M |
| Danske Bank A/S | 0.00% | Add +105.2% | 5,133 | $1.0M |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 5,057 | $1.0M |
| Qsemble Capital Management, LP | 0.08% | Reduce -46.3% | 5,052 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.6% | 5,043 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | Add +61.3% | 5,035 | $1.0M |
| Arosa Capital Management LP | 0.67% | Reduce -75.0% | 5,000 | $1.0M |
| Rossby Financial, LCC | 0.21% | Add +8.5% | 4,768 | $1.0M |
| Longaeva Partners L.P. | 0.05% | New | 4,909 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -17.2% | 4,908 | $1.0M |
| Utah Retirement Systems | 0.01% | No change | 4,822 | $986K |
| Graham Capital Management, L.P. | 0.04% | Add +184.8% | 4,816 | $985K |
| Dakota Wealth Management | 0.02% | New | 4,769 | $975K |
| Atria Investments, Inc | 0.01% | Reduce -24.4% | 4,758 | $973K |
| Brooklyn Investment Group | 0.03% | Add +154.9% | 4,703 | $962K |
| Yorktown Management & Research Co Inc | 0.80% | No change | 4,700 | $961K |
| Klein Pavlis & Peasley Financial, Inc. | 0.53% | Add +3.4% | 4,686 | $958K |
| PEAK6 LLC | 0.03% | New | 4,562 | $933K |
| Maryland State Retirement & Pension System | 0.02% | No change | 4,549 | $930K |
| Cwm, LLC | 0.00% | Add +49.9% | 4,538 | $928K |
| Clare Market Investments LLC | 0.19% | — | 4,405 | $901K |
| Flputnam Investment Management Co. | 0.01% | Add +20.1% | 4,373 | $894K |
| Csenge Advisory Group | 0.04% | New | 4,317 | $883K |
| Freemont Management S.A. | 0.16% | Reduce -10.4% | 4,300 | $879K |
| Spirepoint Private Client, LLC | 0.08% | Add +28.0% | 4,254 | $870K |
| Integrated Wealth Concepts LLC | 0.01% | New | 4,251 | $869K |
| Doliver Advisors, LP | 0.20% | Reduce -6.6% | 4,247 | $868K |
| Iams Wealth Management, LLC | 0.30% | Reduce -2.6% | 4,243 | $868K |
| Chesapeake Capital Corp. | 0.62% | No change | 4,216 | $862K |
| Permanent Capital Management, LP | 0.13% | Reduce -18.6% | 3,938 | $852K |
| Commerce Bank | 0.00% | Reduce -9.6% | 4,163 | $851K |
| Meeder Asset Management Inc. | 0.05% | Reduce -14.8% | 4,138 | $846K |
| Petra Financial Advisors Inc. | 0.52% | Reduce -0.5% | 4,105 | $839K |
| Alps Advisors Inc. | 0.00% | Add +49.0% | 4,068 | $832K |
| Knollwood Investment Advisory, LLC | 0.08% | No change | 4,066 | $831K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 4,059 | $830K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.8% | 4,046 | $827K |
| GAM Holding AG | 0.07% | Reduce -66.9% | 4,012 | $820K |
| Coppell Advisory Solutions LLC | 0.48% | Add +0.6% | 4,267 | $818K |
| Cooper Financial Group | 0.08% | Reduce -11.1% | 3,987 | $815K |
| Moseley Investment Management Inc. | 0.26% | Add +3.6% | 3,986 | $815K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +24.0% | 3,981 | $814K |
| Sowell Financial Services LLC | 0.03% | Reduce -8.1% | 3,962 | $810K |
| MAI Capital Management | 0.00% | Add +23.9% | 3,956 | $809K |
| Goelzer Investment Management, Inc. | 0.04% | No change | 3,876 | $793K |
| Huntleigh Advisors, Inc. | 0.14% | No change | 3,862 | $790K |
| CHICAGO TRUST Co NA | 0.12% | No change | 3,735 | $764K |
| Axxcess Wealth Management, LLC | 0.02% | Add +20.4% | 3,723 | $761K |
| Baldwin Wealth Partners LLC | 0.06% | No change | 3,700 | $757K |
| State of Wyoming | 0.09% | Reduce -42.4% | 3,675 | $752K |
| ProShare Advisors LLC | 0.00% | No change | 3,667 | $750K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,615 | $739K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -17.8% | 3,574 | $731K |
| Leonteq Securities AG | 0.04% | Add +95.4% | 3,541 | $724K |
| HB Wealth Management, LLC | 0.00% | Add +16.6% | 3,501 | $716K |
| Curbstone Financial Management Corp | 0.14% | No change | 3,500 | $716K |
| Jain Global LLC | 0.01% | New | 3,469 | $709K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +0.3% | 3,455 | $707K |
| Vontobel Holding Ltd. | 0.00% | Reduce -13.8% | 3,442 | $704K |
| Horizon Investments, LLC | 0.01% | Add +44.7% | 3,440 | $703K |
| GLOBALT Investments LLC / GA | 0.02% | Add +3.1% | 3,419 | $699K |
| Hantz Financial Services, Inc. | 0.01% | Add +136.9% | 3,333 | $682K |
| Canada Pension Plan Investment Board | 0.00% | Add +83.3% | 3,300 | $675K |
| Advisory Services Network, LLC | 0.01% | New | 3,259 | $666K |
| Sigma Planning Corp | 0.02% | New | 3,219 | $658K |
| Mission Creek Capital Partners, Inc. | 0.13% | Add +52.5% | 3,212 | $657K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.8% | 3,211 | $657K |
| GAMMA Investing LLC | 0.03% | Add +20.5% | 3,199 | $654K |
| Evergreen Capital Management LLC | 0.01% | Add +98.0% | 3,191 | $653K |
| BankChampaign, National Association | 0.64% | Reduce -6.1% | 3,156 | $645K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,126 | $639K |
| True Wealth Design, LLC | 0.18% | Add +0.8% | 3,117 | $637K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -8.0% | 3,103 | $635K |
| Herold Advisors, Inc. | 0.14% | New | 3,088 | $631K |
| Perennial Advisors, LLC | 0.11% | No change | 3,024 | $618K |
| Merit Financial Group, LLC | 0.00% | Add +7.5% | 2,973 | $608K |
| Shelton Capital Management | 0.01% | Reduce -4.3% | 2,960 | $605K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -8.9% | 2,955 | $604K |
| Grandview Asset Management LLC | 0.18% | Reduce -0.9% | 2,881 | $602K |
| Caxton Associates LLP | 0.01% | Reduce -25.0% | 2,930 | $599K |
| Whalen Wealth Management Inc. | 0.31% | New | 2,862 | $585K |
| CIBC Asset Management Inc | 0.00% | No change | 2,861 | $585K |
| Private Advisor Group, LLC | 0.00% | Add +2.4% | 2,847 | $582K |
| Old Mission Capital LLC | 0.01% | New | 2,846 | $582K |
| Brookmont Capital Management | 0.32% | Reduce -7.2% | 2,779 | $568K |
| CreativeOne Wealth, LLC | 0.01% | Add +13.8% | 2,739 | $560K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.8% | 2,731 | $558K |
| Hancock Whitney Corp. | 0.01% | No change | 2,565 | $552K |
| Advisor Resource Council | 0.22% | Add +4.7% | 2,675 | $547K |
| Allianz SE | 0.01% | Add +6.4% | 2,660 | $544K |
| Sterling Capital Management LLC | 0.01% | Reduce -42.0% | 2,651 | $542K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 2,647 | $541K |
| North Dakota State Investment Board | 0.02% | Reduce -17.9% | 2,637 | $539K |
| Triasima Portfolio Management inc. | 0.08% | Add +75.8% | 2,634 | $539K |
| Lanark Financial, Inc. | 0.04% | Reduce -21.0% | 2,610 | $534K |
| Rithm Capital Corp. | 0.93% | New | 2,600 | $532K |
| GoalVest Advisory LLC | 0.10% | No change | 2,590 | $530K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,590 | $530K |
| Keybank National Association | 0.00% | Add +37.1% | 2,590 | $530K |
| Vestcor Inc | 0.01% | Add +42.3% | 2,575 | $527K |
| Heritage Investment Group, Inc. | 0.08% | No change | 2,549 | $521K |
| Laffer Tengler Investments, Inc. | 0.09% | Add +49.4% | 2,533 | $518K |
| Brown Miller Wealth Management, LLC | 0.15% | No change | 2,516 | $514K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.8% | 2,402 | $511K |
| Once Capital Management, LLC | 0.14% | New | 2,500 | $511K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.4% | 2,484 | $508K |
| QRG Capital Management, Inc. | 0.01% | Add +25.9% | 2,459 | $503K |
| F/m Investments LLC | 0.03% | Add +26.7% | 2,435 | $498K |
| Emerald Mutual Fund Advisers Trust | 0.02% | Add +26.7% | 2,435 | $498K |
| Cadinha & Co. LLC | 0.09% | Add +2.8% | 2,371 | $485K |
| Carlson Financial, Inc. | 0.29% | Add +0.0% | 2,365 | $484K |
| IFP Advisors, Inc | 0.01% | Reduce -4.1% | 2,363 | $483K |
| Fox Run Management, L.L.C. | 0.08% | New | 2,508 | $481K |
| Cibc World Market Inc. | 0.00% | Add +7.5% | 2,323 | $475K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | New | 2,322 | $475K |
| New England Research & Management, Inc. | 0.20% | New | 2,300 | $470K |
| Profund Advisors LLC | 0.02% | Add +12.0% | 2,287 | $468K |
| Compound Planning, Inc. | 0.01% | Add +21.3% | 2,282 | $467K |
| Intrua Financial, LLC | 0.05% | Reduce -23.8% | 2,275 | $465K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +49.1% | 2,274 | $465K |
| Belpointe Asset Management LLC | 0.02% | New | 2,260 | $462K |
| Allianz Asset Management GmbH | 0.00% | Add +48.4% | 2,259 | $462K |
| Stamos Capital Partners, L.P. | 0.07% | Reduce -15.0% | 2,232 | $456K |
| CenterBook Partners LP | 0.02% | New | 2,230 | $456K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -1.3% | 2,204 | $450K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -60.1% | 2,183 | $446K |
| DAVENPORT & Co LLC | 0.00% | Add +48.7% | 2,160 | $442K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,151 | $440K |
| Bank of Marin | 0.32% | New | 2,138 | $437K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.6% | 2,115 | $433K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +0.5% | 2,109 | $431K |
| Prelude Capital Management, LLC | 0.03% | Add +3.9% | 2,078 | $425K |
| Oak Associates Ltd. | 0.03% | Reduce -31.0% | 2,070 | $423K |
| Moors & Cabot, Inc. | 0.02% | No change | 2,040 | $417K |
| Purkiss Capital Advisors LLC | 0.18% | Add +2.9% | 2,035 | $416K |
| Ballentine Partners, LLC | 0.01% | Add +4.0% | 2,007 | $410K |
| Firsthand Capital Management, Inc. | 0.87% | No change | 2,000 | $409K |
| SMART Wealth LLC | 0.12% | Reduce -5.0% | 1,998 | $409K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.8% | 1,994 | $408K |
| Wealthspire Advisors, LLC | 0.00% | Add +41.1% | 1,994 | $408K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,992 | $407K |
| Darden Wealth Group Inc | 0.20% | No change | 1,960 | $401K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -7.1% | 1,949 | $399K |
| CENTRAL TRUST Co | 0.01% | Add +70.6% | 1,943 | $397K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -7.7% | 1,930 | $395K |
| Tannin Capital LLC | 0.28% | No change | 1,914 | $391K |
| AdvisorShares Investments LLC | 0.07% | New | 1,874 | $383K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.6% | 1,855 | $379K |
| North Star Asset Management Inc. | 0.02% | Add +5.7% | 1,843 | $377K |
| Penserra Capital Management LLC | 0.00% | New | 1,827 | $373K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,822 | $373K |
| CoreCap Advisors, LLC | 0.01% | Add +15.8% | 1,800 | $368K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,787 | $365K |
| Empire Financial Management Company, LLC | 0.08% | Add +1.7% | 1,778 | $364K |
| Modera Wealth Management, LLC | 0.00% | Add +4.6% | 1,757 | $359K |
| denkapparat Operations GmbH | 0.15% | No change | 1,756 | $359K |
| Aigen Investment Management, LP | 0.09% | Add +34.8% | 1,754 | $359K |
| Moody Aldrich Partners LLC | 0.06% | Reduce -19.9% | 1,738 | $355K |
| Wedmont Private Capital | 0.01% | Add +16.3% | 1,502 | $348K |
| Stegent Equity Advisors, Inc. | 0.30% | New | 1,699 | $347K |
| Tuttle Capital Management, LLC | 0.57% | New | 1,697 | $347K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.2% | 1,697 | $347K |
| LeConte Wealth Management, LLC | 0.22% | New | 1,685 | $345K |
| Tiemann Investment Advisors, LLC | 0.14% | No change | 1,685 | $345K |
| Huntington National Bank | 0.00% | No change | 1,685 | $345K |
| Abacus Planning Group, Inc. | 0.05% | Reduce -0.5% | 1,666 | $341K |
| Lincoln Capital LLC | 0.06% | Add +0.1% | 1,658 | $339K |
| Sfmg, LLC | 0.02% | No change | 1,652 | $338K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -9.0% | 1,645 | $336K |
| Torrey Growth & Income Advisors | 0.14% | No change | 1,700 | $335K |
| Baron Capital (BAMCO) | 0.00% | Add +89.3% | 1,626 | $333K |
| Parallel Advisors, LLC | 0.01% | Add +15.6% | 1,613 | $330K |
| Panagora Asset Management Inc. | 0.00% | Reduce -8.3% | 1,605 | $328K |
| Advyzon Investment Management, LLC | 0.03% | New | 1,596 | $326K |
| Ameriflex Group, Inc. | 0.16% | Add +11.3% | 1,590 | $325K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +1.7% | 1,587 | $324K |
| Granite Investment Partners, LLC | 0.02% | New | 1,579 | $323K |
| Ritholtz Wealth Management | 0.01% | Add +11.9% | 1,540 | $315K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.5% | 1,527 | $312K |
| Pettyjohn, Wood & White, Inc. | 0.05% | No change | 1,512 | $309K |
| 10Elms LLP | 0.21% | No change | 1,506 | $308K |
| Cannell & Spears LLC | 0.01% | Add +18.9% | 1,501 | $307K |
| Symmetry Investments LP | 0.07% | New | 1,500 | $307K |
| First Nebraska Trust Co | 0.03% | No change | 1,500 | $307K |
| DRW Securities, LLC | 0.02% | Reduce -28.3% | 1,465 | $300K |
| Centaurus Financial, Inc. | 0.01% | Add +3.3% | 1,429 | $292K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -3.7% | 1,422 | $291K |
| Dover Advisors, LLC | 0.12% | Reduce -6.6% | 1,417 | $290K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 1,400 | $286K |
| Greenleaf Trust | 0.00% | Add +10.5% | 1,396 | $285K |
| Essex Financial Services, Inc. | 0.02% | Reduce -12.1% | 1,389 | $284K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,363 | $279K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,359 | $278K |
| Lido Advisors, LLC | 0.00% | Reduce -7.3% | 1,350 | $276K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,339 | $274K |
| TCFG Wealth Management, LLC | 0.10% | Reduce -25.1% | 1,336 | $273K |
| TCFG Investment Advisors, LLC | 0.10% | — | 1,336 | $273K |
| Brown Financial Advisors | 0.10% | New | 1,333 | $273K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.2% | 1,244 | $273K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -18.7% | 1,331 | $272K |
| Mattson Financial Services, LLC | 0.06% | New | 1,328 | $272K |
| Carmel Capital Partners, LLC | 0.10% | No change | 1,325 | $271K |
| Wedbush Securities Inc. | 0.01% | Add +3.5% | 1,307 | $267K |
| FCG Investment Co | 0.11% | — | 1,269 | $259K |
| Busey Bank | 0.01% | No change | 1,262 | $258K |
| Harbour Investments, Inc. | 0.00% | Add +132.7% | 1,261 | $258K |
| Mirabella Financial Services LLP | 0.03% | New | 1,249 | $255K |
| Waverly Advisors, LLC | 0.00% | New | 1,248 | $255K |
| Collaborative Fund Advisors, LLC | 0.16% | — | 1,243 | $254K |
| Moneywise, Inc. | 0.11% | No change | 1,236 | $253K |
| RFG Advisory, LLC | 0.00% | Add +2.8% | 1,235 | $253K |
| Benjamin Edwards Inc. | 0.00% | Reduce -15.3% | 1,228 | $251K |
| UMB Bank, n.a. | 0.00% | Add +1.0% | 1,219 | $249K |
| Jump Financial, LLC | 0.00% | Reduce -14.6% | 1,215 | $248K |
| Sara-Bay Financial | 0.07% | New | 1,212 | $248K |
| Arax Advisory Partners | 0.01% | Add +90.0% | 1,193 | $248K |
| Avestar Capital, LLC | 0.02% | Reduce -0.1% | 1,210 | $247K |
| HBW Advisory Services LLC | 0.03% | New | 1,210 | $247K |
| Peregrine Asset Advisers, Inc. | 0.07% | New | 1,200 | $245K |
| Independent Wealth Network Inc. | 0.07% | New | 1,197 | $245K |
| Johnson Financial Group, LLC | 0.02% | New | 1,193 | $244K |
| Kanawha Capital Management LLC | 0.02% | Reduce -15.6% | 1,193 | $244K |
| Guidance Capital, Inc. | 0.05% | Reduce -1.3% | 1,176 | $242K |
| Essex Bank | 0.05% | Add +0.2% | 1,180 | $241K |
| Avalon Capital Management | 0.07% | New | 1,172 | $240K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 1,164 | $238K |
| Ingalls & Snyder LLC | 0.01% | Reduce -0.8% | 1,165 | $238K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 1,157 | $237K |
| Thompson Davis & Co., Inc. | 0.16% | New | 1,150 | $235K |
| Money Concepts Capital Corp. | 0.01% | New | 1,148 | $235K |
| Aries Wealth Management | 0.05% | New | 1,142 | $234K |
| GAMCO Investors | 0.00% | New | 1,135 | $232K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.8% | 1,131 | $231K |
| Ground Swell Capital, LLC | 0.47% | New | 1,119 | $229K |
| D.A. Davidson & Co. | 0.00% | New | 1,111 | $227K |
| Versant Capital Management, Inc | 0.02% | Reduce -2.0% | 1,107 | $226K |
| 360 Financial, Inc. | 0.07% | New | 1,103 | $225K |
| Keystone Financial Group | 0.02% | New | 1,045 | $225K |
| International Assets Investment Management, LLC | 0.02% | New | 1,047 | $223K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | Reduce -51.2% | 1,082 | $221K |
| Mitchell McLeod Pugh & Williams Inc. | 0.03% | No change | 1,078 | $220K |
| Grant Private Wealth Management Inc | 0.12% | Reduce -17.3% | 1,076 | $220K |
| Wealthfront Advisers LLC | 0.00% | New | 1,067 | $218K |
| Palladiem, LLC | 0.21% | Add +0.1% | 947 | $218K |
| Forbes J M & Co. LLP | 0.02% | New | 1,060 | $217K |
| Sanders Morris Harris LLC | 0.03% | New | 1,050 | $215K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,049 | $215K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 1,044 | $213K |
| Legacy Advisors, LLC | 0.03% | New | 1,039 | $212K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,031 | $211K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.1% | 1,025 | $210K |
| AlphaGrep UK Ltd | 0.06% | New | 1,024 | $209K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,019 | $208K |
| Jamison Private Wealth Management, Inc. | 0.03% | New | 1,012 | $207K |
| Diversified Trust Co. | 0.00% | New | 1,011 | $207K |
| Lionshead Wealth Management, LLC | 0.15% | New | 1,000 | $204K |
| Bayshore Capital Advisors, LLC | 0.09% | New | 1,000 | $204K |
| 1492 Capital Management LLC | 0.08% | New | 1,000 | $204K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 1,000 | $204K |
| CastleKnight Management LP | 0.01% | Reduce -50.0% | 1,000 | $204K |
| Eagle Global Advisors LLC | 0.01% | New | 1,000 | $204K |
| Evanson Asset Management, LLC | 0.01% | New | 991 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | New | 979 | $200K |
| Floyd Financial Group LLC | 0.13% | New | 839 | $200K |
| MSA Advisors, LLC | 0.06% | New | 947 | $194K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.6% | 896 | $190K |
| Archer Investment Corp | 0.04% | Add +3600.0% | 925 | $189K |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0.46% | Reduce -19.9% | 914 | $187K |
| Employees Retirement System of Texas | 0.00% | No change | 884 | $181K |
| Optiver Holding B.V. | 0.01% | New | 856 | $175K |
| Toth Financial Advisory Corp. | 0.02% | Add +1.2% | 840 | $172K |
| Monetary Management Group Inc. | 0.04% | Reduce -66.7% | 800 | $164K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 800 | $164K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | Add +0.6% | 788 | $161K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.4% | 701 | $143K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.3% | 700 | $143K |
| Purpose Unlimited Inc. | 0.01% | New | 680 | $139K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 670 | $137K |
| Forum Finance Group S.A. | 0.07% | — | 790 | $135K |
| Trust Co. of Toledo NA | 0.01% | Reduce -31.6% | 651 | $133K |
| Sittner & Nelson, LLC | 0.05% | New | 619 | $127K |
| Fortis Group Advisors, LLC | 0.02% | No change | 609 | $125K |
| HHM Wealth Advisors, LLC | 0.01% | Add +21.4% | 595 | $122K |
| Riverview Trust Co | 0.14% | No change | 550 | $112K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -54.8% | 554 | $109K |
| Allworth Financial LP | 0.00% | Add +82.1% | 528 | $108K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -9.3% | 518 | $106K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1171.0% | 483 | $104K |
| Sound Income Strategies, LLC | 0.01% | No change | 486 | $103K |
| Blue Trust, Inc. | 0.00% | Reduce -5.2% | 488 | $100K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +317.5% | 476 | $97K |
| Wilkerson Advisory Group LLC | 0.03% | New | 463 | $95K |
| Strategic Advocates LLC | 0.41% | Add +38.7% | 448 | $92K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -23.6% | 420 | $86K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.6% | 409 | $84K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -99.4% | 403 | $82K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.3% | 417 | $80K |
| Hollencrest Capital Management | 0.00% | Add +86.5% | 388 | $79K |
| V-Square Quantitative Management LLC | 0.01% | Add +2.2% | 373 | $76K |
| First Horizon Corp. | 0.00% | Reduce -17.2% | 361 | $74K |
| Pilgrim Partners Asia Pte Ltd | 0.03% | No change | 330 | $67K |
| Ascentis Independent Advisors | 0.01% | New | 323 | $66K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.4% | 307 | $66K |
| Stone House Investment Management, LLC | 0.01% | No change | 310 | $63K |
| Avalon Trust Co | 0.00% | No change | 300 | $61K |
| TrinityBridge Ltd | 0.00% | Add +92.7% | 291 | $60K |
| Quantbot Technologies LP | 0.00% | New | 292 | $60K |
| Root Financial Partners, LLC | 0.00% | Add +15.9% | 284 | $58K |
| Smithfield Trust Co | 0.00% | Add +3.6% | 260 | $54K |
| SouthState Bank Corp | 0.00% | No change | 255 | $52K |
| Investors Portfolio Services LLC | 0.05% | Add +1.6% | 252 | $52K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +2.5% | 243 | $50K |
| Rothschild Investment LLC | 0.00% | Add +659.4% | 243 | $50K |
| Ancora Advisors LLC | 0.00% | Reduce -9.1% | 241 | $49K |
| Havemeyer Place LP | 0.01% | Reduce -94.9% | 239 | $49K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | No change | 235 | $48K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 225 | $46K |
| Quent Capital, LLC | 0.00% | Reduce -6.1% | 217 | $44K |
| PFS Partners, LLC | 0.02% | No change | 217 | $44K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 204 | $42K |
| WFA of San Diego, LLC | 0.03% | No change | 200 | $41K |
| HM Payson & Co. | 0.00% | No change | 190 | $39K |
| MV Capital Management, Inc. | 0.00% | No change | 186 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +125.0% | 180 | $37K |
| Aventura Private Wealth, LLC | 0.01% | Add +7.2% | 178 | $36K |
| CVA Family Office, LLC | 0.00% | Add +116.3% | 173 | $35K |
| Creative Financial Designs Inc. | 0.00% | Reduce -5.1% | 166 | $34K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 161 | $33K |
| Valued Wealth Advisors LLC | 0.01% | Add +42.1% | 152 | $31K |
| Signature Equity Partners, LLC | 0.02% | Add +35.5% | 149 | $31K |
| Richardson Capital Management LLC | 0.01% | Add +5.9% | 143 | $29K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -96.3% | 137 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 131 | $27K |
| Rialto Wealth Management, LLC | 0.01% | Add +0.8% | 126 | $26K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -45.3% | 117 | $24K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 112 | $23K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +4.7% | 111 | $23K |
| Berbice Capital Management LLC | 0.01% | New | 110 | $22K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -8.5% | 108 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 100 | $22K |
| Fortitude Family Office, LLC | 0.00% | Add +43.8% | 105 | $21K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 105 | $21K |
| Paladin Partners, LLC | 0.01% | New | 100 | $20K |
| Gen-Wealth Partners Inc | 0.01% | No change | 100 | $20K |
| Bell Investment Advisors, Inc | 0.00% | No change | 99 | $20K |
| Meramec Financial Planners, LLC | 0.01% | Add +29.4% | 88 | $20K |
| CX Institutional | 0.00% | Add +800.0% | 99 | $20K |
| Zions Bancorporation, National Association | 0.00% | Add +23.4% | 95 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 92 | $19K |
| Rakuten Securities, Inc. | 0.01% | Reduce -68.2% | 90 | $18K |
| TD Private Client Wealth LLC | 0.00% | Add +319.1% | 88 | $18K |
| Sachetta, LLC | 0.01% | Add +16.2% | 86 | $18K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +115.4% | 84 | $17K |
| Bogart Wealth, LLC | 0.00% | Add +19.4% | 80 | $16K |
| Adkins Seale Capital Management LLC | 0.02% | No change | 79 | $16K |
| Private Trust Co. NA | 0.00% | Add +41.1% | 79 | $16K |
| Covestor Ltd | 0.01% | Reduce -58.6% | 77 | $16K |
| St Germain D J Co. Inc. | 0.00% | No change | 77 | $16K |
| Wellington Shields & Co., LLC | 0.00% | No change | 76 | $16K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 75 | $15K |
| Quarry LP | 0.00% | Reduce -79.4% | 74 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 73 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +32.7% | 69 | $14K |
| Accent Capital Management, LLC | 0.01% | Add +48.9% | 67 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -92.1% | 64 | $13K |
| Whipplewood Advisors, LLC | 0.01% | New | 63 | $13K |
| Dagco, Inc. | 0.00% | No change | 60 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | New | 60 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 60 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +2850.0% | 59 | $12K |
| WPG Advisers, LLC | 0.01% | No change | 56 | $11K |
| Miller Wealth Advisors, LLC | 0.00% | No change | 55 | $11K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 55 | $11K |
| Webster Bank, N. A. | 0.00% | No change | 54 | $11K |
| Key Financial Inc | 0.00% | No change | 51 | $10K |
| Main Street Group, LTD | 0.00% | New | 50 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 50 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 50 | $10K |
| Salem Investment Counselors Inc. | 0.00% | New | 50 | $10K |
| Crewe Advisors LLC | 0.00% | New | 49 | $10K |
| Wall Street Financial Group, Inc. | 0.01% | New | 48 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +77.8% | 48 | $10K |
| United Financial Planning Group LLC | 0.01% | Add +2150.0% | 45 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +33.3% | 40 | $8K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +457.1% | 39 | $8K |
| Hager Investment Management Services, LLC | 0.00% | No change | 38 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.5% | 35 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 36 | $7K |
| Whittier Trust Co. | 0.00% | New | 32 | $7K |
| Chilton Capital Management LLC | 0.00% | New | 33 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 32 | $7K |
| Elequin Capital, LP | 0.00% | Reduce -59.5% | 30 | $6K |
| Morse Asset Management, Inc | 0.00% | New | 30 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | New | 30 | $6K |
| Park Place Capital Corp | 0.00% | No change | 28 | $6K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +1250.0% | 27 | $6K |
| Pittenger & Anderson Inc. | 0.00% | No change | 25 | $5K |
| TopTier Wealth Management, LLC | 0.00% | New | 25 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 23 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | New | 20 | $4K |
| Bayban | 0.00% | No change | 19 | $4K |
| MCF Advisors LLC | 0.00% | Add +63.6% | 18 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 17 | $3K |
| Dogwood Wealth Management LLC | 0.00% | No change | 17 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 17 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +87.5% | 15 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 15 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 13 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +44.4% | 13 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +18.2% | 13 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +22.2% | 11 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 11 | $2K |
| SWAN Capital LLC | 0.00% | No change | 10 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 10 | $2K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $2K |
| Investors Research Corp | 0.00% | No change | 10 | $2K |
| NFSG Corp | 0.00% | Reduce -83.3% | 10 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 9 | $2K |
| Montag A & Associates Inc. | 0.00% | Add +28.6% | 9 | $2K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 8 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 7 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +200.0% | 6 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 6 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +200.0% | 6 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | New | 6 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | New | 6 | $1K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 5 | $1K |
| Roxbury Financial LLC | 0.00% | New | 5 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 5 | $1K |
| SHP Wealth Management | 0.00% | New | 5 | $1K |
| IFG Advisory, LLC | 0.00% | New | 4 | $818 |
| Curio Wealth, LLC | 0.00% | Reduce -88.2% | 4 | $818 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $818 |
| Activest Wealth Management | 0.00% | New | 4 | $818 |
| Davis Capital Management | 0.00% | New | 3 | $613 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $613 |
| Westend Capital Management, LLC | 0.00% | No change | 3 | $613 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $613 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $613 |
| 1015 Capital Partners, LLC | 0.00% | No change | 2 | $409 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $409 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $205 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1 | $205 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $204 |
| Avion Wealth | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is BWXT's weight in each manager's 13F, not the share of BWX Technologies Inc. the manager owns.