Carrier GlobalCARR

13F holders, Q4 2025 (December 31)
1,512holders +22
108new positions
132sold out
12famous investors
$52.88avg. 13F price*

At the end of Q4 2025, 1,512 institutions reported holding Carrier Global Corp. (CARR) in their 13F filings, up 22 from Q3 2025. 108 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($4.9B), Capital Research Global Investors ($3.9B) and BlackRock, Inc. ($3.0B). 12 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

Company
Carrier Global Corp.
Sector
Industrials
CUSIP
14448C104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$597.1M
Exits132$171.8M

All 13F filers, Q3 2025 → Q4 2025: 56,999,668 shares bought and 72,082,889 shares sold, net −15,083,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,512 holders

Vanguard Group Inc. 0.07% Reduce -0.5% 92,665,185 $4.9B
Capital Research Global Investors 0.73% Reduce -0.8% 74,737,790 $3.9B
BlackRock, Inc. 0.05% Add +6.4% 57,389,636 $3.0B
JPMorgan Chase & Co. 0.13% Add +2.1% 37,718,873 $2.0B
State Street Corp. 0.06% Add +1.1% 33,728,829 $1.8B
Capital International Investors 0.21% Reduce -57.0% 24,902,054 $1.3B
Capital World Investors 0.16% Reduce -16.6% 22,653,471 $1.2B
Geode Capital Management, LLC 0.06% Reduce -0.2% 17,314,406 $910.7M
Fisher Asset Management 0.27% Reduce -2.3% 14,795,099 $781.8M
Dodge & Cox 0.38% Reduce -0.1% 13,421,292 $709.2M
Morgan Stanley 0.04% Add +1.8% 11,757,449 $621.3M
Brown Advisory Inc. 0.75% Reduce -3.7% 10,231,691 $540.6M
Northern Trust Corp. 0.05% Reduce -4.9% 7,950,420 $420.1M
Norges Bank 0.04% — 7,197,188 $380.3M
PineStone Asset Management Inc. 2.35% Add +34.6% 7,153,429 $378.0M
Fiera Capital Corp 1.16% Add +5.3% 6,923,485 $365.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -8.5% 6,097,098 $322.2M
Nuveen, LLC 0.08% Reduce -41.5% 6,078,576 $321.2M
Dimensional Fund Advisors LP 0.07% Reduce -0.5% 6,044,588 $319.4M
Goldman Sachs Group Inc. 0.04% Add +16.5% 5,976,976 $315.8M
Bank of America Corp. 0.02% Add +12.4% 5,761,355 $304.4M
D. E. Shaw & Co. 0.23% Add +365.3% 5,341,850 $282.3M
Schroder Investment Management Group 0.21% Reduce -0.5% 5,247,094 $277.3M
Bank of New York Mellon Corp 0.05% Reduce -27.2% 4,904,148 $259.1M
Invesco Ltd. 0.02% Add +17.3% 4,871,584 $257.4M
Citadel Advisors 0.17% Add +438.9% 4,799,927 $253.6M
Victory Capital Management Inc. 0.14% Add +44.1% 4,783,753 $252.8M
Legal & General Group Plc 0.06% Reduce -1.6% 4,768,122 $251.9M
Charles Schwab Investment Management Inc. 0.04% Add +0.1% 4,758,274 $251.4M
Artisan Partners Limited Partnership 0.36% Reduce -14.7% 4,394,738 $232.2M
Fiduciary Management Inc. 2.31% Add +5.3% 3,972,009 $209.9M
Impax Asset Management Group plc 1.17% Reduce -14.4% 3,548,911 $187.5M
Pictet Asset Management Holding SA 0.18% Reduce -12.4% 3,536,274 $186.9M
Ameriprise Financial Inc. 0.04% Reduce -21.1% 3,304,488 $174.6M
Jane Street Group, LLC 0.21% Add +111.3% 3,259,670 $172.2M
Gates Capital Management, Inc. 5.92% Add +10.0% 3,220,480 $170.2M
Point72 Asset Management 0.26% New 3,049,604 $161.1M
T. Rowe Price Associates Inc. 0.02% Add +8.5% 2,972,610 $157.1M
Primecap Management Co. 0.12% Reduce -12.2% 2,919,575 $154.3M
Amundi 0.04% Add +2.8% 2,601,598 $137.5M
Royal Bank of Canada 0.02% Reduce -16.1% 2,597,910 $137.3M
Raymond James Financial Inc. 0.04% Reduce -6.9% 2,530,341 $134.0M
Assenagon Asset Management S.A. 0.20% Add +461.5% 2,460,321 $130.0M
Qube Research & Technologies Ltd 0.18% Add +112.9% 2,419,007 $127.8M
Envestnet Asset Management Inc. 0.04% Reduce -15.6% 2,413,438 $127.5M
Deutsche Bank AG 0.04% Add +1.4% 2,403,728 $127.0M
FMR LLC 0.01% Add +15.1% 2,308,659 $122.0M
UBS Group AG 0.02% Reduce -36.6% 2,206,185 $116.6M
Swiss National Bank 0.07% Reduce -5.6% 2,098,885 $110.9M
Voloridge Investment Management, LLC 0.37% Add +865.3% 1,974,350 $104.3M
Sei Investments Co. 0.10% Add +5.2% 1,967,775 $104.0M
Ontario Teachers Pension Plan Board 2.31% New 1,889,464 $99.8M
Causeway Capital Management LLC 1.34% Add +26.1% 1,848,827 $97.7M
Principal Financial Group Inc. 0.05% Reduce -20.4% 1,745,608 $92.2M
Bank of Montreal 0.04% Add +182.3% 1,737,641 $91.8M
DekaBank Deutsche Girozentrale 0.16% No change 1,336,403 $91.7M
Russell Investments Group, Ltd. 0.10% Reduce -15.4% 1,726,921 $91.3M
BNP Paribas Financial Markets 0.06% Add +32.7% 1,724,568 $91.1M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -6.4% 1,715,205 $90.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +0.8% 1,642,182 $87.9M
HSBC Holdings PLC 0.05% Add +17.8% 1,649,655 $87.3M
Two Sigma Investments, LP 0.14% Add +4868.1% 1,618,999 $85.5M
Schonfeld Strategic Advisors LLC 0.40% Add +1808.3% 1,501,855 $79.4M
Barclays PLC 0.03% Reduce -13.5% 1,429,728 $75.5M
Rhumbline Advisers 0.06% Reduce -3.8% 1,421,821 $75.1M
California Public Employees Retirement System 0.04% Add +2.7% 1,409,058 $74.5M
Wells Fargo & Company 0.01% Reduce -4.6% 1,372,315 $72.5M
Millennium Management 0.05% Add +273.9% 1,329,990 $70.3M
Bristol Gate Capital Partners Inc. 3.98% Add +38.2% 1,304,888 $69.0M
AQR Capital Management 0.04% Add +299.4% 1,280,267 $67.6M
Ensign Peak Advisors, Inc 0.12% Reduce -10.9% 1,253,775 $66.2M
National Pension Service 0.05% Reduce -52.8% 1,251,071 $66.1M
Renaissance Technologies 0.10% New 1,239,100 $65.5M
Prudential Financial Inc. 0.08% Reduce -5.4% 1,223,963 $64.7M
California State Teachers Retirement System 0.06% Reduce -1.9% 1,210,484 $64.0M
Canoe Financial LP 0.86% Add +607.5% 1,195,050 $63.1M
Massachusetts Financial Services Co. 0.02% Add +6.9% 1,127,670 $59.6M
CANADA LIFE ASSURANCE Co 0.10% Reduce -11.3% 1,040,129 $55.0M
Arrowstreet Capital, Limited Partnership 0.03% New 1,027,734 $54.3M
Manufacturers Life Insurance Company, The 0.04% Add +6.0% 1,022,047 $54.0M
Summitry LLC 2.19% Reduce -2.4% 990,752 $52.4M
DAVENPORT & Co LLC 0.28% Add +851.3% 985,720 $52.3M
Woodline Partners LP 0.20% Add +3257.7% 969,529 $51.2M
New York State Common Retirement Fund 0.07% Reduce -35.7% 940,955 $49.7M
Nicholas Company, Inc. 0.85% No change 922,625 $48.8M
Alliancebernstein L.P. 0.02% Reduce -79.2% 913,968 $48.3M
Aberdeen Group plc 0.07% Reduce -1.0% 896,190 $47.4M
PNC Financial Services Group, Inc. 0.03% Reduce -6.2% 887,987 $46.9M
Reynders McVeigh Capital Management, LLC 2.19% Reduce -0.5% 884,167 $46.7M
LPL Financial LLC 0.01% Add +3.8% 868,646 $45.9M
HighTower Advisors, LLC 0.05% Reduce -17.4% 852,609 $45.1M
ExodusPoint Capital Management, LP 0.49% Add +35.2% 827,872 $43.7M
Vident Advisory, LLC 0.41% Add +23.4% 818,398 $43.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -11.9% 796,217 $42.2M
Citigroup Inc. 0.03% Add +76.4% 789,991 $41.7M
Franklin Resources Inc. 0.01% Add +27.0% 782,564 $41.4M
Bahl & Gaynor LLC 0.21% Add +15.9% 768,729 $40.6M
Marshall Wace, LLP 0.04% Add +1097.4% 765,004 $40.4M
Nomura Asset Management International Inc. 0.06% — 749,033 $39.6M
Canada Pension Plan Investment Board 0.03% Add +16.9% 739,142 $39.1M
National Bank of Canada 0.04% Add +83.8% 734,921 $38.8M
SG Americas Securities, LLC 0.05% Add +2226.9% 713,690 $37.7M
State Board of Administration of Florida Retirement System 0.07% Reduce -5.4% 707,667 $37.4M
Aviva PLC 0.06% Add +5.4% 692,659 $36.6M
Formuepleje A/S 2.18% Reduce -9.5% 690,048 $36.5M
Man Group plc 0.07% Add +44.4% 684,171 $36.2M
Great Lakes Advisors, LLC 0.29% Reduce -2.0% 664,956 $35.1M
M&G PLC 0.19% Add +68.9% 661,373 $35.1M
Mackenzie Financial Corp. 0.04% Add +20.4% 655,231 $34.9M
iA Global Asset Management Inc. 0.43% Add +19.8% 635,998 $33.6M
Rockefeller Capital Management L.P. 0.06% Reduce -22.2% 609,288 $32.2M
Two Sigma Advisers, LP 0.06% New 596,800 $31.5M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -0.0% 584,258 $31.2M
New York State Teachers Retirement System 0.06% Reduce -0.1% 583,116 $30.8M
Cardinal Capital Management, Inc. 0.67% Add +11.3% 410,196 $29.7M
Tredje AP-fonden 0.22% Add +20.9% 543,937 $28.7M
Caisse de depot et placement du Quebec 0.05% Reduce -19.0% 539,552 $28.5M
Adage Capital Partners Gp, L.L.C. 0.04% Add +42.1% 528,500 $27.9M
Deprince Race & Zollo Inc. 0.53% Add +51.5% 524,804 $27.7M
US Bancorp \de 0.03% Reduce -0.1% 512,174 $27.1M
Delta Asset Management LLC 2.23% Add +0.1% 490,977 $25.9M
Asset Management One Co., Ltd. 0.07% Add +1.6% 483,492 $25.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -31.3% 481,942 $25.5M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -0.4% 479,401 $25.3M
Capital International Sarl 0.40% Reduce -44.0% 472,328 $25.0M
Korea Investment CORP 0.05% Reduce -0.8% 453,538 $24.0M
Corient Private Wealth LP 0.03% Add +12.8% 449,482 $23.9M
Panagora Asset Management Inc. 0.08% Reduce -38.4% 447,848 $23.7M
Creative Planning 0.02% Reduce -25.3% 436,863 $23.1M
Swedbank AB 0.02% Add +0.8% 436,198 $23.0M
Becker Capital Management Inc. 0.66% Add +2.1% 434,706 $23.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +20.2% 433,743 $22.9M
DNB Asset Management AS 0.08% Add +51.3% 430,575 $22.8M
Jain Global LLC 0.23% Add +241.2% 430,448 $22.7M
CI Investments Inc. 0.10% Reduce -9.6% 420,350 $22.2M
Toronto Dominion Bank 0.04% Add +27.4% 412,496 $21.8M
Assetmark, Inc. 0.04% Reduce -11.5% 411,115 $21.7M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -1.5% 405,614 $21.4M
1832 Asset Management L.P. 0.03% New 402,177 $21.3M
State of Wisconsin Investment Board 0.05% Reduce -8.8% 397,132 $21.0M
APG Asset Management N.V. 0.06% Reduce -9.3% 459,120 $20.7M
HRT Financial LP 0.06% New 388,789 $20.5M
Zimmer Partners, LP 0.54% Add +127.9% 387,500 $20.5M
Royal London Asset Management Ltd. 0.04% Reduce -1.6% 384,657 $20.3M
Meitav Investment House Ltd. 0.22% Reduce -0.1% 364,140 $19.2M
Northwest & Ethical Investments L.P. 0.43% Reduce -7.8% 363,968 $19.2M
Gateway Investment Advisers LLC 0.18% Add +0.2% 363,946 $19.2M
Squarepoint Ops LLC 0.04% Add +1514.4% 353,295 $18.7M
Quadrature Capital Ltd 0.18% Add +319.6% 339,686 $17.9M
Treasurer of the State of North Carolina 0.06% Reduce -7.8% 328,969 $17.4M
Stifel Financial Corp. 0.02% Reduce -0.8% 328,233 $17.3M
Janney Montgomery Scott LLC 0.04% Add +23.5% 323,520 $17.1M
Credit Agricole S A 0.05% Add +10.4% 321,277 $17.0M
Segall Bryant & Hamill, LLC 0.23% Add +24.9% 318,051 $16.8M
Professional Advisory Services Inc. 1.97% Add +10.7% 316,281 $16.7M
TD Asset Management Inc 0.01% Reduce -3.3% 313,579 $16.6M
Public Employees Retirement System of Ohio 0.05% Reduce -1.1% 313,417 $16.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -5.0% 313,281 $16.6M
Danske Bank A/S 0.04% Add +2.4% 301,388 $15.9M
Comerica Bank 0.06% Reduce -6.1% 300,816 $15.9M
Prevatt Capital Ltd 4.58% New 300,000 $15.9M
Bornite Capital Management LP 1.55% Reduce -40.0% 300,000 $15.9M
Steigerwald, Gordon & Koch Inc. 1.53% Reduce -2.3% 297,284 $15.7M
GMO 0.04% Add +20.8% 295,332 $15.6M
Cetera Investment Advisers 0.02% Reduce -2.6% 292,929 $15.5M
KLP Kapitalforvaltning As 0.06% Add +0.1% 292,385 $15.4M
Worldquant Millennium Advisors LLC 0.06% New 287,428 $15.2M
State of Tennessee, Department of Treasury 0.05% Add +0.5% 254,468 $15.2M
KBC Group NV 0.03% Add +80.0% 286,374 $15.1M
Gotham Asset Management 0.05% Add +63.6% 283,284 $15.0M
Quantinno Capital Management LP 0.03% Add +63.1% 280,965 $14.8M
Tudor Investment Corporation 0.08% New 276,235 $14.6M
Calamos Advisors LLC 0.09% Reduce -3.9% 275,707 $14.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.93% No change 271,207 $14.3M
Commonwealth Equity Services, LLC 0.02% Reduce -9.4% 270,482 $14.3M
Nisa Investment Advisors, LLC 0.05% Add +11.9% 265,947 $14.1M
Twinbeech Capital LP 0.99% Add +14.8% 264,375 $14.0M
Bradley Foster & Sargent Inc. 0.20% Reduce -5.2% 263,458 $13.9M
Capital International, Inc. 0.11% Reduce -79.0% 262,079 $13.8M
M&T Bank Corp 0.04% Reduce -2.7% 262,022 $13.8M
STRS Ohio 0.05% Add +39.6% 261,115 $13.8M
State of New Jersey Common Pension Fund D 0.05% Reduce -2.6% 260,559 $13.8M
Nomura Asset Management Co. Ltd. 0.03% Add +0.1% 256,887 $13.6M
Baker Chad R 2.43% Add +0.1% 253,050 $13.5M
Handelsbanken Fonder AB 0.04% Add +122.9% 245,981 $13.0M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +1.2% 245,076 $12.9M
Resona Asset Management Co.,Ltd. 0.06% Reduce -5.4% 236,087 $12.5M
Raub Brock Capital Management LP 2.79% Reduce -2.4% 236,620 $12.5M
Capital International Ltd. 0.44% Reduce -47.6% 236,091 $12.5M
Markel Group 0.10% No change 235,000 $12.4M
AdviceOne Advisory Services, LLC 7.20% Reduce -0.4% 230,403 $12.2M
Aquatic Capital Management LLC 0.34% New 229,068 $12.1M
Mariner, LLC 0.01% Reduce -3.6% 227,032 $12.0M
Sirios Capital Management L P 1.49% Add +37.4% 225,945 $11.9M
Highland Capital Management, LLC 0.58% Reduce -1.3% 221,614 $11.7M
MML Investors Services, LLC 0.03% Reduce -2.3% 218,960 $11.6M
Arizona State Retirement System 0.06% Reduce -4.2% 216,065 $11.4M
Osaic Holdings, Inc. 0.02% Reduce -36.3% 212,547 $11.2M
Tidal Investments LLC 0.05% Add +16.5% 211,918 $11.2M
Confluence Investment Management LLC 0.17% Reduce -10.0% 210,732 $11.1M
Baird Financial Group, Inc. 0.02% Reduce -4.8% 210,322 $11.1M
Czech National Bank 0.07% Add +2.8% 208,754 $11.0M
State of Michigan Retirement System 0.05% Reduce -4.2% 207,225 $10.9M
Cullen/Frost Bankers, Inc. 0.12% Reduce -5.5% 205,714 $10.9M
Wesbanco Bank Inc. 0.29% Add +20.4% 201,559 $10.7M
Kingdon Capital Management, L.L.C. 1.62% New 200,000 $10.6M
Tocqueville Asset Management L.P. 0.15% Reduce -2.1% 198,393 $10.5M
Cerity Partners LLC 0.02% Add +12.7% 196,669 $10.4M
Foster Victor Wealth Advisors, LLC 0.60% Reduce -15.3% 183,534 $10.3M
Varma Mutual Pension Insurance Co 0.06% Reduce -16.8% 193,895 $10.2M
First Trust Advisors LP 0.01% Add +1.2% 190,605 $10.1M
MetLife Investment Management, LLC 0.05% Reduce -4.4% 189,674 $10.0M
CIBC Asset Management Inc 0.02% Add +62.3% 187,883 $9.9M
Telos Capital Management, Inc. 0.92% Add +2.2% 185,983 $9.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -4.1% 184,149 $9.7M
Sagefield Capital LP 0.82% Add +218.5% 183,851 $9.7M
Peapack Gladstone Financial Corp. 0.12% Reduce -2.7% 183,104 $9.7M
Segment Wealth Management, LLC 0.56% Reduce -1.6% 182,884 $9.7M
Jones Financial Companies LLLP 0.01% Reduce -0.2% 181,962 $9.6M
Allworth Financial LP 0.04% Add +2.2% 181,684 $9.6M
Susquehanna International Group, LLP 0.01% Reduce -40.3% 179,787 $9.5M
Kestra Advisory Services, LLC 0.04% Add +51.0% 176,594 $9.3M
IFM Investors Pty Ltd 0.08% Add +2.3% 175,075 $9.3M
Natixis Advisors, LLC 0.01% Reduce -26.7% 173,739 $9.2M
Retirement Systems of Alabama 0.03% Reduce -1.3% 168,416 $8.9M
Jacobs & Co. 0.82% Add +12.9% 164,706 $8.7M
Swiss Life Asset Management Ltd 0.04% Reduce -49.9% 162,386 $8.6M
Forsta Ap-Fonden 0.05% Reduce -4.6% 162,300 $8.6M
Neuberger Berman Group LLC 0.01% Reduce -5.9% 161,633 $8.5M
ING Groep NV 0.05% Reduce -16.4% 160,213 $8.5M
Lincoln Capital LLC 1.52% Reduce -1.4% 158,481 $8.4M
Janus Henderson Group PLC 0.00% Add +11.4% 157,020 $8.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +16.2% 153,168 $8.1M
Hemenway Trust Co LLC 0.62% Reduce -60.1% 152,179 $8.0M
Eurizon Capital SGR S.p.A. 0.02% — 151,189 $8.0M
Cutler Investment Counsel LLC 0.82% Reduce -2.2% 148,583 $7.9M
Natixis 0.03% Add +17.5% 148,400 $7.8M
Amalgamated Bank 0.06% Reduce -2.3% 147,963 $7.8M
Pacer Advisors, Inc. 0.02% Add +20.8% 147,481 $7.8M
Mercer Global Advisors Inc. 0.01% Add +15.7% 153,856 $7.8M
ProShare Advisors LLC 0.01% Add +7.8% 146,030 $7.7M
O'shaughnessy Asset Management, LLC 0.04% Reduce -6.0% 144,315 $7.6M
Keybank National Association 0.03% Reduce -1.0% 144,107 $7.6M
Windward Capital Management Co. 0.60% Reduce -3.7% 143,017 $7.6M
Laffer Tengler Investments, Inc. 1.32% Add +6.3% 142,228 $7.5M
Welch & Forbes LLC 0.09% Reduce -0.9% 141,846 $7.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% — 141,834 $7.5M
M. Kraus & Co 2.08% Reduce -1.3% 141,263 $7.5M
Focus Partners Wealth 0.01% Reduce -0.3% 138,904 $7.4M
Teacher Retirement System of Texas 0.03% Add +15.7% 137,788 $7.3M
Kanawha Capital Management LLC 0.50% Add +4.2% 137,549 $7.3M
Engineers Gate Manager LP 0.09% Reduce -10.4% 137,442 $7.3M
Pathstone Holdings, LLC 0.03% Add +3.2% 136,992 $7.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +22.4% 135,688 $7.2M
Commerce Bank 0.04% Reduce -1.6% 134,580 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +1.6% 130,989 $6.9M
Utah Retirement Systems 0.07% Reduce -0.3% 130,639 $6.9M
Daiwa Securities Group Inc. 0.02% Add +2.4% 129,744 $6.9M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 129,300 $6.8M
SummitTX Capital, L.P. 0.21% New 128,819 $6.8M
Capital Management Corp. 1.09% Add +5.0% 126,115 $6.7M
Welch Group, LLC 0.26% Add +7.3% 126,006 $6.7M
Providence Capital Advisors, LLC 1.11% Add +11.0% 125,428 $6.6M
Voya Investment Management LLC 0.01% Reduce -6.8% 124,774 $6.6M
Macquarie Group Ltd. 0.03% Reduce -86.2% 124,635 $6.6M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -12.7% 123,600 $6.5M
Xponance LLC 0.05% Add +4.5% 123,587 $6.5M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -5.8% 121,436 $6.4M
Jump Financial, LLC 0.09% Reduce -44.8% 120,589 $6.4M
Walleye Capital LLC 0.04% Add +3064.5% 120,440 $6.4M
Pinebridge Investments LLC 0.05% — 120,358 $6.4M
NorthCrest Asset Manangement, LLC 0.14% Add +6.4% 117,156 $6.3M
Storebrand Asset Management As 0.02% Reduce -42.0% 115,313 $6.1M
Truist Financial Corp. 0.01% Reduce -8.0% 115,216 $6.1M
New York Life Investment Management LLC 0.05% Reduce -1.6% 115,034 $6.1M
TrinityBridge Ltd 0.13% Reduce -1.2% 114,768 $6.1M
Connecticut Wealth Management, LLC 0.26% Reduce -9.8% 112,105 $5.9M
Riverview Capital Advisers, LLC 1.79% Reduce -20.2% 111,816 $5.9M
Ofi Invest Asset Management 0.08% Add +2.8% 129,232 $5.9M
Bank of Nova Scotia 0.01% Add +22.8% 110,680 $5.8M
AIA Group Ltd 0.09% Reduce -49.1% 110,389 $5.8M
PFA Pension, Forsikringsaktieselskab 0.02% — 109,097 $5.8M
NEOS Investment Management LLC 0.03% Reduce -5.0% 110,170 $5.8M
SMA Capital LLC 3.01% — 110,000 $5.8M
CapWealth Advisors, LLC 0.51% Add +1.8% 109,915 $5.8M
Sciencast Management LP 0.80% Add +1608.6% 109,591 $5.8M
EDENTREE ASSET MANAGEMENT Ltd 1.77% Reduce -10.3% 109,400 $5.8M
Captrust Financial Advisors 0.01% Add +5.1% 109,269 $5.8M
Cibc World Markets Corp. 0.03% — 109,235 $5.8M
Fiduciary Trust Co 0.06% Reduce -1.8% 106,957 $5.7M
Public Sector Pension Investment Board 0.02% Reduce -58.7% 106,090 $5.6M
Blair William & Co. 0.01% Reduce -33.0% 105,672 $5.6M
Y-Intercept (Hong Kong) Ltd 0.12% Reduce -42.8% 105,321 $5.6M
Crescent Grove Advisors, LLC 0.53% Reduce -0.0% 104,631 $5.5M
Rakuten Investment Management, Inc. 0.02% Add +6281.1% 103,054 $5.5M
Meyer Handelman Co. 0.17% Reduce -4.6% 104,190 $5.5M
Fifth Third Bancorp 0.02% Add +6.0% 104,046 $5.5M
Cibc World Market Inc. 0.01% Reduce -25.9% 102,926 $5.4M
Hall Laurie J Trustee 1.79% Add +7.1% 101,865 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.5% 100,266 $5.3M
Somerville Kurt F 0.89% Reduce -38.7% 99,810 $5.3M
Letson Investment Management, Inc. 1.93% Reduce -6.0% 99,724 $5.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.4% 98,525 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +0.5% 97,079 $5.1M
D.A. Davidson & Co. 0.03% Reduce -5.0% 97,026 $5.1M
Quantbot Technologies LP 0.17% Add +15.7% 96,981 $5.1M
CIBC Private Wealth Group LLC 0.01% Reduce -12.1% 95,289 $5.0M
Yousif Capital Management, LLC 0.06% Reduce -4.9% 90,982 $5.0M
GAMCO Investors 0.05% Add +3.5% 94,785 $5.0M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -9.9% 94,382 $5.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.96% No change 92,933 $4.9M
IFP Advisors, Inc 0.11% Add +0.9% 92,731 $4.9M
Regions Financial Corp. 0.03% Reduce -1.9% 92,549 $4.9M
Wesleyan Assurance Society 0.28% No change 92,200 $4.9M
Tufton Capital Management 0.84% Reduce -1.7% 91,500 $4.8M
McMillan Office, Inc. 0.58% — 90,996 $4.8M
Pinnacle Financial Partners, Inc. 0.04% — 90,852 $4.8M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.9% 90,579 $4.8M
XTX Topco Ltd 0.12% Add +66.4% 89,839 $4.7M
Baker Ellis Asset Management LLC 0.57% Reduce -5.3% 89,638 $4.7M
Clifford Swan Investment Counsel LLC 0.15% Reduce -2.0% 88,161 $4.7M
Rwa Wealth Partners, LLC 0.05% Add +1854.4% 87,967 $4.6M
Vontobel Holding Ltd. 0.02% Reduce -18.4% 87,822 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -17.6% 87,533 $4.6M
Pegasus Asset Management, Inc. 1.43% Add +4.7% 87,632 $4.6M
Ethic Inc. 0.07% Reduce -19.0% 87,380 $4.6M
Cwm, LLC 0.01% Add +45.0% 86,935 $4.6M
American Trust Investment Advisors, LLC 2.44% Add +1.8% 86,306 $4.6M
Mutual of America Capital Management LLC 0.05% Reduce -2.0% 85,030 $4.5M
OP Asset Management Ltd 0.05% Add +1.3% 84,689 $4.5M
Douglass Winthrop Advisors, LLC 0.08% Add +3.9% 84,347 $4.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.44% New 84,220 $4.5M
Wealthfront Advisers LLC 0.01% Reduce -4.6% 82,289 $4.3M
HM Payson & Co. 0.06% Reduce -2.7% 82,288 $4.3M
Mandatum Life Insurance Co Ltd 0.99% Add +20.9% 81,662 $4.3M
Capital Group Private Client Services, Inc. 0.07% Reduce -50.2% 81,535 $4.3M
AdvisorNet Financial, Inc 0.23% Add +0.2% 81,205 $4.3M
Avity Investment Management Inc. 0.30% Reduce -81.8% 80,714 $4.3M
Nordea Investment Management AB 0.00% Add +3.9% 78,469 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.4% 79,010 $4.2M
State of Alaska, Department of Revenue 0.04% Reduce -9.0% 78,491 $4.1M
Stephens Inc. 0.05% Add +13.7% 78,403 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -6.0% 78,110 $4.1M
Clearbridge Investments, LLC 0.00% Reduce -0.6% 77,455 $4.1M
Fayez Sarofim & Co 0.01% Reduce -2.4% 77,420 $4.1M
Lido Advisors, LLC 0.02% Reduce -33.6% 68,672 $4.1M
Lifeworks Advisors, LLC 0.53% Add +46.2% 76,884 $4.1M
UniSuper Management Pty Ltd 0.02% Add +1.4% 76,439 $4.0M
Entropy Technologies, LP 0.22% Add +69.9% 76,158 $4.0M
Evoke Wealth, LLC 0.08% Reduce -1.4% 74,803 $4.0M
Empowered Funds, LLC 0.07% Add +161.6% 74,724 $3.9M
Waters Parkerson & Co., LLC 0.19% Add +4.6% 73,595 $3.9M
Private Advisor Group, LLC 0.02% Reduce -4.8% 73,199 $3.9M
Summit Trail Advisors, LLC 0.07% Add +7.7% 71,232 $3.8M
Rafferty Asset Management, LLC 0.01% Reduce -2.0% 70,526 $3.7M
NewEdge Advisors, LLC 0.01% Reduce -42.9% 70,323 $3.7M
Glenmede Trust Co. NA 0.02% — 70,249 $3.7M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -2.4% 69,764 $3.7M
Candriam S.C.A. 0.02% Add +2.7% 69,358 $3.7M
Snowden Capital Advisors LLC 0.09% Reduce -0.9% 68,868 $3.6M
Benjamin Edwards Inc. 0.04% Add +2.0% 68,260 $3.6M
USS Investment Management Ltd 0.02% Add +1.3% 68,053 $3.6M
ASR Vermogensbeheer N.V. 0.04% Reduce -0.8% 67,440 $3.6M
Polar Asset Management Partners Inc. 0.09% New 67,400 $3.6M
Albar Capital Partners LLP 0.84% New 67,257 $3.6M
Circle Wealth Management, LLC 0.05% Add +0.1% 65,831 $3.5M
Occudo Quantitative Strategies LP 0.23% New 65,444 $3.5M
Callan Family Office, LLC 0.07% Reduce -5.7% 65,408 $3.5M
MAI Capital Management 0.02% Add +5.5% 65,341 $3.5M
Caption Management, LLC 0.16% New 65,000 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% No change 64,874 $3.4M
Jefferies Financial Group Inc. 0.03% New 64,287 $3.4M
Gabelli Funds LLC 0.02% Add +16.6% 63,900 $3.4M
Cohen Capital Management, Inc. 0.51% No change 63,634 $3.4M
Investment Management Corp of Ontario 0.04% Add +74.1% 63,142 $3.3M
Parsons Capital Management Inc. 0.18% Reduce -2.4% 63,021 $3.3M
Sanctuary Advisors, LLC 0.02% Reduce -1.9% 61,098 $3.2M
Daymark Wealth Partners, LLC 0.10% Reduce -2.6% 60,953 $3.2M
Patten Group, Inc. 0.59% Reduce -6.9% 60,011 $3.2M
Mizuho Securities USA LLC 0.05% Reduce -1.1% 57,645 $3.2M
Osmosis Investment Management UK Ltd 0.08% — 59,852 $3.2M
Westport Asset Management Inc. 1.30% No change 52,400 $3.1M
Gilman Hill Asset Management, LLC 0.48% Add +2.2% 57,220 $3.0M
Silvercrest Asset Management Group LLC 0.02% Add +4.9% 56,926 $3.0M
Sargent Investment Group, LLC 0.38% Reduce -1.9% 56,655 $3.0M
LRI Investments, LLC 0.24% Reduce -7.3% 56,630 $3.0M
Cambient Family Office, LLC 0.43% — 56,417 $3.0M
NBT Bank, N.A. 0.19% Reduce -1.0% 55,553 $2.9M
Choreo, LLC 0.04% Reduce -3.6% 54,658 $2.9M
Dockside LLC 0.75% — 55,120 $2.9M
Allstate Corp. 0.04% Add +103.7% 54,654 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +1.9% 54,450 $2.9M
Canandaigua National Bank & Trust Co. 0.26% Reduce -1.6% 53,987 $2.9M
Gsa Capital Partners LLP 0.24% New 53,748 $2.8M
Caisse Des Depots Et Consignations 0.06% No change 53,583 $2.8M
JB Capital LLC 0.11% Add +0.3% 53,130 $2.8M
Brown Brothers Harriman & Co. 0.02% Add +0.9% 52,607 $2.8M
Hancock Whitney Corp. 0.05% Add +19.4% 52,171 $2.8M
QRG Capital Management, Inc. 0.03% Reduce -6.6% 52,142 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.1% 52,093 $2.8M
Capital Group Investment Management Pte. LTD. 0.44% Reduce -48.6% 51,092 $2.7M
Oppenheimer & Co. Inc. 0.04% Reduce -4.9% 50,934 $2.7M
Carmel Capital Partners, LLC 0.94% Add +150.3% 50,810 $2.7M
Huntington National Bank 0.02% Reduce -4.1% 50,486 $2.7M
Kentucky Retirement Systems 0.07% No change 49,809 $2.6M
Aigen Investment Management, LP 0.60% Add +0.3% 49,268 $2.6M
Norinchukin Bank, The 0.03% Add +6.5% 49,163 $2.6M
Evercore Wealth Management, LLC 0.04% Reduce -8.8% 49,043 $2.6M
J.P. Marvel Investment Advisors, LLC 0.36% Reduce -26.9% 49,011 $2.6M
Brevan Howard Capital Management LP 0.05% New 48,843 $2.6M
Atria Investments, Inc 0.03% Add +9.7% 48,678 $2.6M
Merit Financial Group, LLC 0.02% Add +18.5% 48,623 $2.6M
Campbell & CO Investment Adviser LLC 0.12% New 48,523 $2.6M
Gator Capital Management, LLC 0.53% New 48,379 $2.6M
Value Partners Investments Inc. 0.19% Add +41.2% 47,651 $2.5M
Capital Fund Management S.A. 0.02% New 47,470 $2.5M
Park Avenue Securities LLC 0.02% Reduce -12.3% 47,408 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +10.0% 47,313 $2.5M
Delta Capital Management LLC 1.42% Reduce -13.0% 47,065 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.12% Reduce -24.1% 45,882 $2.4M
Hartford Investment Management Co. 0.07% Reduce -2.3% 45,833 $2.4M
Cohen Klingenstein LLC 0.07% No change 45,668 $2.4M
Heritage Investors Management Corp. 0.07% Reduce -5.8% 45,465 $2.4M
Venture Visionary Partners LLC 0.08% Add +0.5% 44,756 $2.4M
Turas Capital Management LP 0.80% — 45,103 $2.4M
YHB Investment Advisors, Inc. 0.16% Reduce -1.7% 44,915 $2.4M
Monarch Capital Management Inc. 0.58% Add +8.3% 44,775 $2.4M
Notis-McConarty Edward 1.10% Reduce -19.4% 44,750 $2.4M
Tower View Wealth Management LLC 1.17% Reduce -27.6% 44,729 $2.4M
GPM Growth Investors, Inc. 0.91% Reduce -2.0% 44,294 $2.3M
Abn Amro Investment Solutions 0.03% Add +12.0% 43,958 $2.3M
Argent Trust Co 0.08% Add +6.8% 43,141 $2.3M
TD Waterhouse Canada Inc. 0.01% Add +19.6% 42,989 $2.3M
Verition Fund Management LLC 0.01% Add +81.6% 42,648 $2.3M
Pinnacle Associates Ltd. 0.03% Add +7.4% 41,947 $2.2M
Tower Research Capital LLC (TRC) 0.05% Add +106.7% 41,824 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -68.5% 41,522 $2.2M
Arete Wealth Advisors, LLC 0.15% Reduce -1.0% 41,151 $2.2M
Numerai GP LLC 0.26% Add +45.1% 41,007 $2.2M
Essex Financial Services, Inc. 0.12% Add +1.6% 40,989 $2.2M
Qsemble Capital Management, LP 0.18% Reduce -69.3% 40,837 $2.2M
Elefante Mark B 1.32% Reduce -20.3% 40,680 $2.1M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -6.8% 40,104 $2.1M
Gulf International Bank (UK) Ltd 0.07% Add +0.6% 40,444 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -3.8% 40,400 $2.1M
Generali Asset Management SPA SGR 0.04% Add +3.2% 40,305 $2.1M
Savant Capital, LLC 0.01% Reduce -6.1% 40,190 $2.1M
Axq Capital, LP 0.48% New 40,073 $2.1M
Kentucky Farm Bureau Mutual Insurance Co 0.57% No change 40,000 $2.1M
Bleakley Financial Group, LLC 0.04% Reduce -26.9% 39,999 $2.1M
Siemens Fonds Invest GmbH 0.11% Add +5.3% 39,489 $2.1M
Maryland State Retirement & Pension System 0.04% No change 39,794 $2.1M
Bensler, LLC 0.21% Reduce -3.1% 39,179 $2.1M
Williams Jones Wealth Management, LLC. 0.02% Reduce -79.5% 39,140 $2.1M
Boston Partners 0.00% Add +20.5% 39,041 $2.1M
J.W. Cole Advisors, Inc. 0.05% Reduce -5.6% 39,476 $2.1M
Poehling Capital Management, INC. 0.42% Add +0.1% 38,442 $2.0M
Dearborn Partners LLC 0.10% Reduce -2.1% 38,433 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -1.2% 38,425 $2.0M
HB Wealth Management, LLC 0.01% Reduce -0.7% 38,358 $2.0M
Stoneridge Investment Partners LLC 1.41% Add +108.2% 38,298 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -86.5% 37,685 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% No change 37,611 $2.0M
EP Wealth Advisors, LLC 0.01% — 37,515 $2.0M
Harmony Asset Management LLC 0.66% Reduce -37.0% 37,472 $2.0M
Evelyn Partners Investment Management LLP 0.05% Reduce -3.6% 37,425 $2.0M
Beacon Pointe Advisors, LLC 0.01% Add +1.6% 37,387 $2.0M
AMG National Trust Bank 0.05% Add +2.7% 36,710 $1.9M
AG2R La Mondiale Gestion D'actifs 0.09% Add +13.2% 36,676 $1.9M
New Mexico Educational Retirement Board 0.06% Add +1.4% 36,517 $1.9M
Allianz Asset Management GmbH 0.00% Reduce -2.3% 36,446 $1.9M
Trust Co. of Vermont 0.08% Reduce -1.3% 36,436 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +3.8% 35,928 $1.9M
Allianz SE 0.02% No change 36,084 $1.9M
Blue Square Asset Management, LLC 0.84% Reduce -4.2% 35,929 $1.9M
&partners 0.01% Add +2.2% 35,934 $1.9M
Brookstone Capital Management 0.02% Reduce -31.2% 35,667 $1.9M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.4% 35,373 $1.9M
Liberty Capital Management, Inc. 0.35% Add +2.3% 35,176 $1.9M
Group One Trading LLC 0.05% New 35,077 $1.9M
Delta Financial Advisors LLC 0.48% Reduce -0.5% 34,918 $1.8M
Woodbridge Co Ltd 0.00% New 34,317 $1.8M
Perigon Wealth Management, LLC 0.03% Add +2.5% 34,093 $1.8M
Whittier Trust Co. 0.02% Reduce -2.1% 33,508 $1.8M
Oak Thistle LLC 0.25% Add +1.0% 33,581 $1.8M
Cresset Asset Management, LLC 0.01% Add +3.4% 33,451 $1.8M
Banque Cantonale Vaudoise 0.06% Add +53.9% 33,377 $1.8M
Aurora Investment Counsel 0.92% Add +7.5% 33,286 $1.8M
HighPoint Advisor Group LLC 0.04% Add +20.3% 33,254 $1.8M
Goelzer Investment Management, Inc. 0.08% Add +20.1% 33,174 $1.8M
Headlands Technologies LLC 0.15% Add +512.9% 33,105 $1.7M
Lee Danner & Bass Inc. 0.12% No change 32,848 $1.7M
Terra Alpha Investments LLC 1.77% Reduce -1.0% 32,732 $1.7M
MUFG Securities EMEA plc 0.02% Add +112.0% 32,455 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -5.4% 32,204 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -94.1% 31,704 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.03% New 31,635 $1.7M
Cunning Capital Partners, LP 0.77% No change 31,613 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 31,450 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.2% 31,299 $1.7M
Virtu Financial LLC 0.06% New 31,021 $1.6M
Nomura Holdings Inc. 0.00% Add +4.5% 30,688 $1.6M
Mutual Advisors, LLC 0.03% Add +10.5% 30,224 $1.6M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.30% — 30,093 $1.6M
Graham Capital Management, L.P. 0.08% New 30,000 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +57.0% 29,749 $1.6M
Tiaa Trust, National Association 0.00% Reduce -0.8% 29,425 $1.6M
Kestra Private Wealth Services, LLC 0.02% Reduce -0.1% 29,150 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -5.9% 28,925 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 28,799 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.6% 28,659 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -40.3% 28,437 $1.5M
American Century Companies Inc. 0.00% Reduce -67.5% 28,264 $1.5M
Empirical Finance, LLC 0.07% Reduce -4.3% 28,231 $1.5M
Kidder Stephen W 0.42% Reduce -69.2% 28,095 $1.5M
South Dakota Investment Council 0.03% Add +21.2% 28,013 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% Add +205.9% 27,811 $1.5M
Glenview Trust Co 0.02% Add +6.2% 27,601 $1.5M
Richard Bernstein Advisors LLC 0.04% Reduce -9.2% 27,469 $1.5M
CreativeOne Wealth, LLC 0.04% Add +22.3% 27,404 $1.4M
Van Hulzen Asset Management, LLC 0.11% Add +0.4% 27,350 $1.4M
North Dakota State Investment Board 0.05% — 27,202 $1.4M
Advisory Services Network, LLC 0.02% Reduce -0.8% 27,097 $1.4M
Clearstead Advisors, LLC 0.02% Add +13.4% 26,625 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -2.0% 26,472 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -47.5% 26,284 $1.4M
Quantitative Investment Management, LLC 0.13% Add +305.8% 26,228 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Reduce -2.2% 26,044 $1.4M
Kintegral Advisory, LLC 0.12% Reduce -2.7% 25,825 $1.4M
Nia Impact Advisors, LLC 0.46% Reduce -1.5% 25,817 $1.4M
Systematic Alpha Investments, LLC 0.04% No change 25,789 $1.4M
Stance Capital LLC 0.50% Add +12.3% 25,779 $1.4M
Carnegie Investment Counsel 0.03% Add +420.4% 25,758 $1.4M
Bessemer Group Inc. 0.00% Reduce -1.7% 25,679 $1.4M
Edgestream Partners, L.P. 0.04% Add +55.1% 25,688 $1.4M
IMA Advisory Services, Inc. 0.13% Reduce -0.9% 25,634 $1.4M
Concurrent Investment Advisors, LLC 0.02% Reduce -27.7% 25,559 $1.4M
Principle Wealth Partners LLC 0.08% Add +0.3% 25,464 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.8% 25,296 $1.3M
FineMark National Bank & Trust 0.04% Reduce -0.4% 25,244 $1.3M
Composition Wealth, LLC 0.02% Reduce -10.0% 25,072 $1.3M
Union Square Park Capital Management, LLC 1.03% New 25,000 $1.3M
Metis Global Partners, LLC 0.03% Reduce -25.8% 24,864 $1.3M
Souders Financial Advisors 0.15% Reduce -11.1% 24,834 $1.3M
TD Private Client Wealth LLC 0.03% Reduce -0.1% 24,601 $1.3M
Personal Cfo Solutions, LLC 0.21% Add +16.9% 24,490 $1.3M
Puzo Michael J 0.35% Reduce -78.8% 24,235 $1.3M
Florida Trust Wealth Management Co 0.03% Add +1.9% 23,893 $1.3M
Bridges Investment Management Inc. 0.02% Add +0.2% 23,111 $1.2M
Crews Bank & Trust 0.17% Reduce -5.7% 23,059 $1.2M
Ally Financial Inc. 0.15% No change 23,000 $1.2M
Moors & Cabot, Inc. 0.05% Reduce -7.4% 22,728 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -72.3% 22,701 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +20.7% 22,648 $1.2M
Massachusetts Wealth Management 0.55% Reduce -0.4% 22,510 $1.2M
Bollard Group LLC 0.03% Add +6.8% 22,450 $1.2M
Vise Technologies, Inc. 0.02% Add +2.3% 22,153 $1.2M
CENTRAL TRUST Co 0.02% Reduce -0.2% 22,105 $1.2M
Beese Fulmer Investment Management, Inc. 0.08% Add +11.0% 22,084 $1.2M
Carlson Financial, Inc. 0.67% — 21,954 $1.2M
Pettyjohn, Wood & White, Inc. 0.18% Reduce -1.6% 21,916 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Reduce -1.9% 21,803 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -44.3% 21,527 $1.1M
Advisor OS, LLC 0.09% Add +0.8% 21,477 $1.1M
Burney Co./ 0.04% Add +2.9% 21,335 $1.1M
Mufg Securities Americas Inc. 0.07% Reduce -1.1% 21,328 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -2.0% 21,216 $1.1M
Penobscot Investment Management Company, Inc. 0.08% Reduce -0.8% 21,210 $1.1M
Volterra Technologies LP 1.14% New 21,118 $1.1M
Citizens Financial Group Inc. 0.01% Add +3.0% 21,105 $1.1M
Curbstone Financial Management Corp 0.21% No change 21,098 $1.1M
Woodstock Corp. 0.10% Reduce -0.7% 21,065 $1.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% — 21,015 $1.1M
Wolverine Asset Management LLC 0.06% New 21,000 $1.1M
Meeder Advisory Services, Inc. 0.05% Reduce -10.8% 20,897 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% No change 20,878 $1.1M
Wahed Invest LLC 0.14% Reduce -5.8% 20,667 $1.1M
InTrack Investment Management Inc 0.61% Reduce -1.7% 20,618 $1.1M
Principal Securities, Inc. 0.02% Reduce -26.9% 20,510 $1.1M
Azzad Asset Management Inc. 0.11% Add +1.7% 20,496 $1.1M
Neville Rodie & Shaw Inc. 0.08% Reduce -1.2% 20,473 $1.1M
Oxford Asset Management LLP 0.38% New 20,427 $1.1M
Machina Capital S.A.S. 0.21% Add +33.7% 20,394 $1.1M
Hunter Associates Investment Management LLC 0.14% Reduce -0.8% 20,374 $1.1M
Holderness Investments Co. 0.22% Reduce -6.9% 20,233 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +1.0% 20,182 $1.1M
NewEdge Wealth, LLC 0.01% Add +39.6% 19,796 $1.0M
Burling Wealth Partners, LLC 0.16% Reduce -9.3% 19,765 $1.0M
Citizens & Northern Corp. 0.26% Reduce -2.8% 19,638 $1.0M
Meiji Yasuda Life Insurance Co 0.03% Reduce -31.1% 19,593 $1.0M
Waverly Advisors, LLC 0.01% Add +15.0% 19,557 $1.0M
Wedbush Securities Inc. 0.03% Add +0.1% 19,535 $1.0M
Greenleaf Trust 0.01% Reduce -5.4% 19,204 $1.0M
Cascade Investment Advisors, Inc. 0.60% Add +3.9% 19,158 $1.0M
Arthur M. Cohen & Associates, LLC 0.16% No change 19,000 $1.0M
Family Legacy Financial Solutions, LLC 0.77% Reduce -1.5% 18,963 $1.0M
OneDigital Investment Advisors LLC 0.01% Reduce -8.4% 18,886 $998K
Garrison Point Advisors, LLC 0.44% Reduce -6.5% 18,875 $997K
Balyasny Asset Management L.P. 0.00% Reduce -17.9% 18,670 $987K
Capstone Investment Advisors, LLC 0.01% Add +4.0% 18,664 $986K
Quadrant Capital Group LLC 0.03% Reduce -21.2% 18,491 $977K
Elevation Point Wealth Partners, LLC 0.05% Add +308.7% 18,463 $976K
Dakota Wealth Management 0.02% Reduce -3.5% 18,326 $968K
Patten & Patten Inc. 0.06% Reduce -0.8% 17,976 $950K
Barden Capital Management, Inc. 0.78% Reduce -35.1% 17,899 $946K
Birch Hill Investment Advisors LLC 0.04% Reduce -10.9% 17,891 $945K
Wedmont Private Capital 0.03% Reduce -11.8% 17,942 $943K
Headinvest, LLC 0.18% Reduce -10.7% 17,608 $930K
Canada Post Corp Registered Pension Plan 0.04% Add +32.2% 17,464 $923K
First Manhattan Co. Llc. 0.00% Reduce -2.5% 17,405 $920K
Diversified Trust Co. 0.02% Reduce -0.6% 17,338 $916K
Apollon Wealth Management, LLC 0.02% Reduce -22.9% 17,250 $911K
PEAK6 LLC 0.02% Reduce -55.3% 17,192 $908K
V-Square Quantitative Management LLC 0.09% Reduce -6.5% 17,158 $907K
Farmers & Merchants Investments Inc. 0.03% Reduce -5.8% 17,139 $906K
Home Federal Bank of Tennessee 0.24% Reduce -1.1% 17,122 $905K
HBK Sorce Advisory LLC 0.02% Reduce -5.0% 14,123 $903K
Bank Pictet & Cie (Europe) AG 0.02% No change 16,898 $893K
Ballentine Partners, LLC 0.01% Add +15.8% 16,884 $892K
Salem Investment Counselors Inc. 0.03% Reduce -1.0% 16,878 $892K
Praxis Investment Management Inc. 0.05% No change 16,841 $890K
Rydar Equities, Inc. 0.69% Reduce -13.5% 16,833 $889K
Polymer Capital Management (US) LLC 0.11% Add +188.4% 16,791 $887K
GAMMA Investing LLC 0.04% Reduce -14.3% 16,778 $887K
Jacobi Capital Management LLC 0.05% Add +39.7% 16,764 $886K
Choate Investment Advisors 0.02% Add +16.7% 16,742 $885K
Groupe la Francaise 0.01% Reduce -2.9% 16,747 $883K
Integrated Wealth Concepts LLC 0.01% Reduce -18.4% 16,657 $880K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.1% 16,646 $880K
Signaturefd, LLC 0.01% Reduce -6.8% 16,503 $872K
Wealth Enhancement Trust Services, Inc. 0.11% — 16,500 $872K
Raiffeisen Bank International AG 0.01% No change 16,303 $871K
ICW Investment Advisors LLC 0.32% Reduce -3.2% 16,472 $870K
Horizon Investments, LLC 0.01% Add +2.6% 16,392 $862K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.5% 16,187 $855K
Bridgefront Capital, LLC 0.21% New 16,037 $847K
North Star Investment Management Corp. 0.05% Reduce -56.7% 15,956 $843K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -54.4% 15,922 $841K
NorthCoast Asset Management LLC 0.02% Reduce -58.8% 15,921 $841K
Tema ETFs LLC 0.07% Reduce -0.3% 15,895 $840K
Tandem Financial, LLC 1.01% Add +17.3% 12,253 $839K
LBP Am SA 0.01% Reduce -81.3% 15,836 $837K
Romano Brothers and Company 0.10% Reduce -6.1% 15,832 $837K
Crestwood Advisors Group, LLC 0.01% Reduce -4.1% 15,815 $836K
Kraematon Investment Advisors, Inc. 0.66% Reduce -3.1% 15,751 $832K
Farther Finance Advisors, LLC 0.01% Add +72.3% 15,721 $831K
Eastern Bank 0.01% Reduce -5.1% 15,641 $826K
Dempze Nancy E 0.42% Reduce -70.8% 15,358 $812K
Havemeyer Place LP 0.16% — 15,358 $812K
MJP Associates Inc. 0.10% Reduce -0.6% 15,354 $811K
Trust Co. of Toledo NA 0.08% Reduce -37.9% 15,333 $810K
Pring Turner Capital Group Inc. 0.50% No change 15,150 $801K
Elo Mutual Pension Insurance Co 0.01% Reduce -76.5% 15,078 $797K
Lecap Asset Management Ltd. 0.32% New 15,064 $796K
Banque Transatlantique SA 0.02% Add +2.0% 14,993 $792K
Marble Harbor Investment Counsel, LLC 0.08% No change 14,930 $789K
Roberts Glore & Co. Inc. 0.21% Reduce -1.5% 14,877 $786K
Prescott Group Capital Management, L.L.C. 0.07% No change 14,867 $786K
Westhampton Capital, LLC 0.37% Reduce -0.1% 14,817 $783K
iSAM Funds (UK) Ltd 0.28% New 14,812 $783K
Leonteq Securities AG 0.04% Add +5.9% 14,805 $782K
Vestcor Inc 0.02% No change 14,728 $778K
AlphaCore Capital LLC 0.02% Add +34.1% 14,648 $774K
Parallel Advisors, LLC 0.01% Reduce -33.5% 14,600 $771K
J. Safra Sarasin Holding AG 0.01% Reduce -45.3% 14,583 $771K
World Investment Advisors 0.01% Add +70.9% 14,559 $769K
Trueblood Wealth Management, LLC 0.30% Reduce -42.5% 14,481 $765K
Wendell David Associates Inc. 0.08% Reduce -13.5% 14,420 $762K
Kingsview Wealth Management, LLC 0.01% Reduce -11.3% 14,308 $756K
Ar Asset Management Inc. 0.16% No change 14,300 $756K
Hartline Investment Corp./ 0.08% Reduce -47.1% 14,299 $756K
Essex Investment Management Co. LLC 0.12% New 14,297 $755K
Lipe & Dalton 0.37% Reduce -6.4% 14,293 $755K
Delaney Dennis R 0.37% Reduce -74.9% 14,050 $742K
ClearAlpha Technologies LP 2.12% New 14,046 $742K
Quotient Wealth Partners, LLC 0.02% Reduce -4.0% 14,027 $741K
Summit Financial, LLC 0.01% Reduce -10.5% 14,018 $741K
Global Retirement Partners, LLC 0.01% Add +37.7% 14,004 $740K
BAM Wealth Management, LLC 0.53% Add +30.8% 13,972 $738K
Lazard Freres Gestion S.A.S. 0.01% Reduce -29.7% 13,965 $737K
Aptus Capital Advisors, LLC 0.01% Add +32.9% 13,782 $728K
Intech Investment Management LLC 0.01% No change 13,725 $725K
Prudential PLC 0.01% No change 13,699 $724K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.2% 13,698 $724K
Nicolet Advisory Services, LLC 0.05% Reduce -23.1% 13,008 $720K
Montag A & Associates Inc. 0.03% Add +6.9% 13,578 $717K
Curated Wealth Partners LLC 0.08% Add +6.1% 13,578 $717K
Caldwell Trust Co 0.06% Reduce -10.2% 13,572 $717K
Schnieders Capital Management, Llc. 0.11% Reduce -19.1% 13,567 $717K
Ritholtz Wealth Management 0.01% Add +41.6% 13,421 $709K
UMB Bank, n.a. 0.01% Add +11.5% 13,390 $708K
Waterford Advisors, LLC 0.28% No change 13,381 $707K
Evergreen Capital Management LLC 0.02% Add +115.1% 13,361 $706K
Flputnam Investment Management Co. 0.01% Reduce -0.5% 13,240 $700K
Iron Gate Global Advisors LLC 0.07% No change 13,211 $698K
Centiva Capital, LP 0.04% New 13,208 $698K
GC Wealth Management RIA, LLC 0.03% Reduce -30.6% 13,205 $698K
Chicago Capital, LLC 0.02% No change 13,178 $696K
Everett Harris & Co. 0.01% No change 13,152 $695K
Valley Brook Capital Group, Inc. 0.46% Reduce -1.5% 13,118 $693K
Lakewood Asset Management LLC 0.41% Reduce -8.4% 13,085 $691K
N.E.W. Advisory Services LLC 0.05% Add +0.0% 13,007 $687K
Texas Bank & Trust Co 0.25% Add +1.0% 13,001 $687K
Harbor Advisors LLC 0.10% No change 13,000 $687K
Rossmore Private Capital 0.06% Add +1.5% 12,944 $684K
ELCO Management Co., LLC 0.43% Reduce -1.3% 12,930 $683K
Bar Harbor Wealth Management 0.04% Reduce -1.6% 12,916 $682K
King Luther Capital Management Corp. 0.00% New 12,911 $682K
Soltis Investment Advisors LLC 0.04% Reduce -0.4% 12,855 $679K
Werlinich Asset Management, LLC 0.33% Add +0.6% 12,698 $678K
Medallion Wealth Advisors, LLC 0.23% Add +0.0% 12,837 $678K
Estabrook Capital Management 0.10% Add +0.1% 12,837 $678K
Auto-Owners Insurance Co 0.01% No change 12,787 $676K
Sigma Planning Corp 0.02% Reduce -7.6% 12,784 $675K
CX Institutional 0.02% Reduce -1.0% 12,757 $674K
Brendel Financial Advisors LLC 0.33% No change 12,743 $673K
Freestone Capital Holdings, LLC 0.02% Reduce -1.7% 12,653 $669K
Excalibur Management Corp. 0.24% Reduce -1.2% 12,636 $668K
TOWER TRUST & INVESTMENT Co 0.42% Reduce -3.6% 12,613 $666K
Means Investment Co., Inc. 0.06% Add +0.0% 12,608 $666K
Benedict Financial Advisors Inc. 0.14% Add +0.7% 12,568 $664K
MASTERINVEST Kapitalanlage GmbH 0.06% No change 12,422 $664K
Compass Wealth Management LLC 0.17% Reduce -0.0% 12,546 $663K
Cary Street Partners Financial LLC 0.02% Reduce -86.8% 12,528 $662K
Rexford Capital Inc. 0.50% Reduce -4.6% 12,473 $659K
TCW Group Inc. 0.00% New 12,378 $654K
Scotia Capital Inc. 0.00% Add +9.6% 12,319 $651K
StoneX Group Inc. 0.03% Reduce -1.4% 12,296 $650K
Bragg Financial Advisors, Inc 0.02% Reduce -3.2% 12,213 $645K
Riverwater Partners LLC 0.25% Add +13.6% 12,185 $644K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -9.9% 12,077 $638K
Meridian Management Co. 0.16% No change 12,000 $634K
Kingswood Wealth Advisors, LLC 0.03% Add +7.0% 11,942 $631K
Ingalls & Snyder LLC 0.02% Reduce -5.4% 11,733 $620K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.1% 11,700 $618K
Private Trust Co. NA 0.05% Add +3.9% 11,660 $616K
Broderick Brian C 0.12% Reduce -88.3% 11,642 $615K
Rehmann Capital Advisory Group 0.03% Reduce -2.3% 11,575 $612K
Tower Bridge Advisors 0.06% No change 11,534 $609K
Allred Capital Management, LLC 0.22% Reduce -0.0% 11,501 $608K
Bayesian Capital Management, LP 1.39% New 11,500 $608K
Core Wealth Partners LLC 0.27% Add +0.1% 11,443 $605K
Sawgrass Asset Management LLC 0.08% Reduce -5.3% 11,363 $600K
Dover Advisors, LLC 0.23% Reduce -0.5% 11,256 $595K
Columbia Asset Management 0.11% Reduce -3.0% 11,226 $593K
Plato Investment Management Ltd 0.04% Reduce -9.6% 11,159 $593K
Boyd Watterson Asset Management LLC 0.17% Add +27.7% 11,114 $587K
Hartford Financial Management Inc. 0.15% No change 11,069 $585K
Baldwin Investment Management, LLC 0.07% Reduce -1.8% 11,040 $583K
Fideuram Asset Management (Ireland) dac 0.05% — 8,933 $583K
AlphaQuest LLC 0.03% Reduce -39.5% 11,030 $583K
Great Diamond Partners, LLC 0.11% Reduce -0.2% 10,992 $581K
Coldstream Capital Management Inc. 0.01% Reduce -16.9% 10,968 $580K
Curi Capital, LLC 0.01% Add +4.0% 10,914 $577K
WASHINGTON TRUST Co 0.02% Reduce -0.5% 10,895 $576K
Ascentis Independent Advisors 0.09% New 10,878 $575K
City Holding Co. 0.07% Reduce -11.4% 10,846 $573K
Milestone Asset Management Group, LLC 0.32% Add +2.2% 10,782 $570K
Naples Global Advisors, LLC 0.04% Reduce -6.5% 10,770 $569K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -36.1% 10,718 $566K
SHP Wealth Management 0.04% — 10,648 $563K
Aureus Asset Management, LLC 0.04% Reduce -36.8% 10,633 $562K
Level Four Advisory Services, LLC 0.02% Add +31.5% 10,612 $561K
Abacus Wealth Partners, LLC 0.05% Add +196.5% 10,481 $554K
Mather Group, Llc. 0.01% Reduce -7.0% 10,456 $552K
Avestar Capital, LLC 0.04% Reduce -18.2% 10,411 $550K
Beck Mack & Oliver LLC 0.01% Reduce -2.8% 10,394 $549K
Sage Investment Advisers LLC 0.41% — 10,300 $544K
Bull Street Advisors, LLC 0.25% Add +1.2% 10,301 $544K
Investment Advisory Services Inc. /TX 0.17% Reduce -3.1% 10,290 $544K
Private Wealth Asset Management, LLC 0.06% No change 10,269 $543K
Valeo Financial Advisors, LLC 0.01% Reduce -18.9% 10,169 $537K
Proffitt & Goodson Inc. 0.07% Add +13.3% 10,135 $536K
Sound View Wealth Advisors Group, LLC 0.04% Add +2.6% 10,131 $535K
Guggenheim Capital LLC 0.00% Reduce -9.9% 10,068 $532K
Connable Office Inc. 0.05% No change 10,062 $532K
DRW Securities, LLC 0.04% Reduce -71.3% 10,059 $532K
Ledyard National Bank 0.05% Reduce -2.9% 10,056 $531K
Resonant Capital Advisors, LLC 0.03% Reduce -6.7% 10,053 $531K
Ausdal Financial Partners, Inc. 0.02% Reduce -14.5% 10,034 $530K
Simmons Bank 0.04% No change 10,017 $529K
Gifford Fong Associates 0.11% No change 10,000 $528K
Boston Trust Walden Corp 0.00% Reduce -2.0% 9,987 $528K
AE Wealth Management LLC 0.00% Reduce -7.4% 9,986 $528K
Busey Bank 0.01% Add +1.4% 9,957 $526K
Boothbay Fund Management, LLC 0.01% Add +21.8% 9,915 $524K
Rialto Wealth Management, LLC 0.12% Add +0.9% 9,833 $520K
Laurel Wealth Advisors LLC 0.07% Reduce -1.3% 9,760 $516K
Wealthspire Advisors, LLC 0.00% Add +101.2% 9,744 $515K
Resources Management Corp. /CT/ 0.07% Reduce -5.5% 9,646 $510K
Campbell Newman Asset Management Inc. 0.04% No change 9,488 $501K
First Citizens Bank & Trust Co. 0.01% Add +3.7% 9,483 $501K
Burns J W & Co. Inc. 0.06% Reduce -4.6% 9,442 $499K
Sagespring Wealth Partners, LLC 0.01% Reduce -13.2% 9,421 $498K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -19.0% 9,395 $496K
IHT Wealth Management, LLC 0.01% Reduce -13.8% 9,367 $495K
Caxton Associates LLP 0.01% New 9,327 $493K
Erste Asset Management GmbH 0.00% Add +17.0% 9,177 $492K
Independent Advisor Alliance 0.01% Reduce -11.3% 9,301 $491K
Advisors Asset Management, Inc. 0.01% Reduce -57.1% 9,289 $491K
Hilltop Holdings Inc. 0.03% Reduce -28.5% 9,267 $490K
1ST Source Bank 0.03% No change 9,249 $489K
Brooklyn Investment Group 0.02% Add +27.5% 9,040 $485K
Carret Asset Management, LLC 0.05% Reduce -3.2% 9,107 $481K
OpenArc Corporate Advisory, LLC 0.01% — 9,097 $481K
Fiduciary Group, LLC 0.04% No change 9,077 $480K
Smartleaf Asset Management LLC 0.02% Add +9.5% 8,975 $480K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.2% 9,044 $478K
GeoWealth Management, LLC 0.02% Reduce -4.7% 9,043 $478K
Shay Capital LLC 0.08% New 9,000 $476K
Cullinan Associates Inc. 0.03% Add +1.1% 9,000 $476K
River Wealth Advisors LLC 0.05% Add +4.8% 8,957 $473K
Wellington Management Group LLP 0.00% Reduce -46.3% 8,953 $473K
Fidelis Capital Partners, LLC 0.03% Reduce -4.1% 8,931 $472K
One Wealth Advisors, LLC 0.06% Add +148.5% 8,871 $469K
Sky Investment Group LLC 0.08% Add +0.2% 8,840 $467K
Arax Advisory Partners 0.01% Reduce -30.5% 8,815 $466K
International Assets Investment Management, LLC 0.03% Reduce -6.1% 8,785 $464K
RFG Advisory, LLC 0.01% Reduce -17.9% 8,737 $462K
GTS Securities LLC 0.02% New 8,689 $459K
VestGen Advisors, LLC 0.02% Reduce -16.2% 8,633 $456K
Prospera Financial Services Inc 0.01% Reduce -2.3% 8,615 $456K
First National Bank of Omaha 0.01% New 8,508 $455K
Supplemental Annuity Collective Trust of NJ 0.12% No change 8,600 $454K
Drexel Morgan & Co. 0.07% No change 8,578 $453K
RFG - Bristol Wealth Advisors, LLC 0.13% Add +0.2% 8,569 $453K
Integrity Alliance, Llc. 0.02% Reduce -1.0% 8,518 $450K
Intact Investment Management Inc. 0.01% Add +19.7% 8,500 $449K
Syon Capital LLC 0.02% Reduce -1.3% 8,492 $449K
Savvy Advisors, Inc. 0.01% Add +18.8% 8,442 $446K
Sivia Capital Partners, LLC 0.09% New 8,412 $445K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.1% 8,401 $444K
Forum Financial Management, LP 0.01% Reduce -25.4% 8,393 $443K
Chicago Partners Investment Group LLC 0.01% Add +19.3% 7,644 $438K
Shakespeare Wealth Management, LLC 0.10% No change 8,285 $438K
New England Research & Management, Inc. 0.19% Reduce -83.3% 8,275 $437K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +0.0% 7,659 $437K
Pointe Capital Management LLC 0.22% No change 8,223 $435K
Rockland Trust Co. 0.02% Reduce -20.3% 8,119 $429K
NorthRock Partners, LLC 0.01% Reduce -45.0% 8,112 $429K
Signature Estate & Investment Advisors LLC 0.01% Reduce -22.3% 8,106 $428K
Lowe Brockenbrough & Co. Inc. 0.02% Add +3.9% 8,093 $428K
Ascent Group, LLC 0.01% Reduce -4.6% 8,063 $426K
Malaga Cove Capital, LLC 0.15% Add +15.9% 8,054 $426K
CFO4Life Group, LLC 0.06% Add +0.5% 8,037 $425K
Mission Wealth Management, LP 0.01% Add +1.6% 8,025 $424K
KCM Investment Advisors LLC 0.01% Reduce -18.1% 7,960 $421K
WINTON GROUP Ltd 0.01% New 7,950 $420K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -2.3% 7,935 $419K
Fishman Jay A Ltd. 0.03% Reduce -10.2% 7,900 $417K
Riggs Asset Managment Co. Inc. 0.08% No change 7,899 $417K
Ostrum Asset Management 0.02% Add +77.2% 7,896 $417K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 6,525 $417K
Financial Perspectives, Inc 0.11% Add +0.7% 7,828 $414K
Wealthcare Advisory Partners LLC 0.01% Add +18.2% 7,787 $411K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.6% 7,752 $410K
First Western Trust Bank 0.02% Reduce -23.3% 7,688 $406K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -7.2% 7,683 $406K
Advisors Capital Management, LLC 0.00% Reduce -7.9% 7,655 $405K
Courier Capital LLC 0.02% No change 7,632 $403K
Atwood & Palmer Inc. 0.02% No change 7,607 $402K
Los Angeles Capital Management LLC 0.00% Reduce -2.9% 6,828 $402K
Cigna Investments Inc. 0.06% Reduce -4.1% 7,580 $400K
Strategic Planning, Inc. 0.21% Reduce -1.1% 7,550 $399K
Arkadios Wealth Advisors 0.01% Reduce -18.4% 7,540 $398K
Rodgers Brothers Inc. 0.05% Reduce -8.7% 7,409 $391K
Verdence Capital Advisors LLC 0.02% Reduce -8.9% 7,405 $391K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -4.5% 7,388 $390K
Piscataqua Savings Bank 0.27% No change 7,379 $390K
Shelton Capital Management 0.01% No change 7,376 $390K
Great Valley Advisor Group, Inc. 0.01% Add +1.5% 7,345 $388K
Montecito Bank & Trust 0.06% No change 7,322 $387K
Fortune Financial Advisors, LLC 0.26% Reduce -1.8% 7,302 $386K
Davidson Trust Co. 0.16% Add +53.9% 7,268 $384K
Fruth Investment Management 0.10% No change 7,281 $384K
Bokf, NA 0.01% Reduce -14.3% 7,240 $383K
Nautilus Advisors LLC 0.25% Reduce -44.5% 7,239 $383K
Checchi Capital Advisers, LLC 0.03% Reduce -9.6% 7,233 $382K
Axxcess Wealth Management, LLC 0.01% Reduce -91.5% 7,179 $379K
Phoenix Financial Ltd. 0.00% Add +35.5% 7,176 $379K
JM2 Capital Inc. 0.30% — 7,163 $378K
MQS Management LLC 0.22% New 7,148 $378K
Profund Advisors LLC 0.01% Reduce -18.9% 7,147 $378K
FSM Wealth Advisors, LLC 0.05% Reduce -31.6% 7,130 $377K
Teza Capital Management LLC 1.21% New 7,129 $377K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.8% 7,086 $374K
Central Pacific Bank - Trust Division 0.05% Add +26.9% 7,070 $374K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.2% 7,064 $373K
Franklin Street Advisors Inc. 0.02% Add +15.1% 7,047 $372K
PFG Investments, LLC 0.02% Reduce -1.7% 7,044 $372K
Moody National Bank Trust Division 0.04% Reduce -29.2% 7,036 $372K
St Germain D J Co. Inc. 0.01% Reduce -2.3% 7,003 $370K
Webster Bank, N. A. 0.03% Reduce -2.1% 6,931 $366K
Hohimer Wealth Management, LLC 0.05% Add +0.3% 6,924 $366K
Mengis Capital Management, Inc. 0.06% No change 6,901 $365K
Boston Family Office LLC 0.02% Add +1.2% 6,883 $364K
Rothschild Investment LLC 0.02% Reduce -1.7% 6,855 $362K
LVW Advisors, LLC 0.04% Reduce -4.8% 6,831 $361K
Bell Investment Advisors, Inc 0.06% Reduce -0.1% 6,795 $359K
First City Capital Management, Inc. 0.19% No change 6,779 $358K
Ieq Capital, LLC 0.00% Reduce -1.7% 6,771 $358K
Apella Capital, LLC 0.01% New 6,762 $357K
Haverford Trust Co 0.00% Add +0.2% 6,756 $357K
Farmers National Bank 0.08% No change 6,700 $354K
NTV Asset Management LLC 0.04% Reduce -0.0% 6,700 $354K
Spirepoint Private Client, LLC 0.03% Reduce -89.0% 6,682 $353K
Athena Investment Management 0.18% No change 6,664 $352K
Argent Capital Management LLC 0.01% No change 6,660 $352K
Kenora Financial, LLC 0.12% No change 6,655 $352K
Wellington Shields Capital Management, LLC 0.05% No change 6,650 $351K
Americana Partners, LLC 0.01% Reduce -0.0% 6,636 $351K
Mirabella Financial Services LLP 0.04% New 6,615 $350K
Red Door Wealth Management, LLC 0.04% Add +0.1% 6,610 $349K
General Partner, Inc. 0.20% No change 6,583 $348K
Southeast Asset Advisors, LLC 0.03% No change 6,560 $347K
Meridian Wealth Management, LLC 0.01% Reduce -16.2% 6,539 $346K
Farmers Trust Co. 0.06% Reduce -2.8% 6,525 $345K
Founders Financial Securities LLC 0.02% Add +6.6% 6,521 $345K
Fortress Private Ledger, LLC 0.11% New 6,514 $344K
HUB Investment Partners, LLC 0.01% Reduce -0.1% 6,509 $344K
Triangle Securities Wealth Management 0.07% Add +1.8% 6,508 $344K
Founders Capital Management, LLC 0.05% Add +28.8% 6,505 $344K
TCTC Holdings, LLC 0.01% No change 6,500 $343K
Evolve Private Wealth, LLC 0.02% — 6,406 $338K
Basepoint Wealth LLC 0.21% Reduce -3.1% 6,391 $338K
Midwest Trust Co 0.00% Add +3.3% 6,376 $337K
Zions Bancorporation, National Association 0.02% Add +23.4% 6,373 $337K
Robinson Smith Wealth Advisors LLC 0.23% No change 6,349 $335K
Transcend Capital Advisors, LLC 0.03% Add +14.6% 6,331 $335K
Mountain Pacific Investment Advisers LLC 0.05% No change 6,330 $334K
Blue Trust, Inc. 0.00% Add +85.1% 6,326 $334K
EverSource Wealth Advisors, LLC 0.01% Add +11.2% 6,314 $334K
First Bank & Trust 0.05% Reduce -4.8% 6,308 $333K
Berkshire Asset Management LLC 0.01% Add +0.1% 6,301 $333K
Old National Bancorp 0.01% Reduce -11.6% 6,291 $332K
Foster & Motley Inc. 0.02% No change 6,264 $331K
Marco Investment Management LLC 0.02% No change 6,256 $331K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +0.9% 6,247 $330K
Two Sigma Securities, LLC 0.04% Reduce -74.7% 6,170 $326K
Keynote Financial Services LLC 0.18% No change 6,165 $326K
Stonebridge Capital Advisors LLC 0.02% No change 6,155 $325K
Azimuth Capital Investment Management LLC 0.01% No change 6,128 $324K
Sunbelt Securities, Inc. 0.02% Reduce -0.1% 6,107 $323K
SCS Capital Management LLC 0.00% Reduce -6.7% 6,100 $322K
LCM Capital Management Inc 0.16% No change 6,094 $322K
Forbes J M & Co. LLP 0.03% No change 6,053 $320K
Atlantic Union Bankshares Corp 0.01% Reduce -10.6% 6,041 $319K
Advisory Alpha, LLC 0.01% Add +2.9% 6,034 $319K
Aull & Monroe Investment Management Corp 0.16% No change 6,033 $319K
Fractal Investments LLC 0.04% No change 6,030 $319K
Hazlett, Burt & Watson, Inc. 0.10% No change 6,013 $318K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +9.9% 6,008 $317K
Bleichroeder LP 0.06% No change 6,000 $317K
St. Louis Trust Co 0.04% No change 6,000 $317K
Systematic Financial Management LP 0.01% No change 6,000 $317K
Longfellow Investment Management Co. LLC 0.07% New 5,995 $317K
S.A. Mason LLC 0.13% Add +0.0% 5,985 $316K
Chemung Canal Trust Co. 0.06% No change 5,962 $315K
Guardian Wealth Advisors, LLC / NC 0.02% New 5,947 $314K
Founders Financial Alliance, LLC 0.06% Add +0.1% 5,928 $313K
GKV Capital Management Co., Inc. 0.12% No change 5,900 $312K
Frank, Rimerman Advisors LLC 0.02% Add +1.2% 5,900 $312K
KLCM Advisors, Inc. 0.03% New 5,890 $311K
Virtue Capital Management, LLC 0.05% Add +438.7% 5,802 $311K
Spire Wealth Management 0.01% Add +6.8% 5,854 $309K
Miller Investment Management, LP 0.03% No change 5,840 $309K
Institute for Wealth Management, LLC. 0.03% Reduce -2.0% 5,818 $307K
Members Trust Co 0.01% Reduce -5.2% 5,813 $307K
Washington Trust Advisors, Inc. 0.02% Reduce -0.7% 5,800 $306K
Flagship Harbor Advisors, LLC 0.01% Add +15.6% 5,786 $306K
Woodmont Investment Counsel LLC 0.02% No change 5,785 $306K
Twelve Points Wealth Management LLC 0.07% Add +2.1% 5,423 $305K
Garden State Investment Advisory Services LLC 0.07% Reduce -3.5% 5,748 $305K
Tiemann Investment Advisors, LLC 0.12% Reduce -1.7% 5,746 $304K
Gallagher Fiduciary Advisors, LLC 0.01% Add +18.1% 5,715 $302K
Ancora Advisors LLC 0.01% Add +5.7% 5,696 $301K
Eagle Wealth Advisors LLC 0.26% — 5,692 $301K
Dumont & Blake Investment Advisors LLC 0.07% Reduce -1.3% 5,655 $299K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 5,629 $297K
Childress Capital Advisors, LLC 0.05% Reduce -3.4% 5,628 $297K
Anchyra Partners LLC 0.09% — 5,615 $297K
Peoples Financial Services Corp. 0.14% No change 5,590 $295K
HORAN Wealth, LLC 0.05% Add +0.1% 5,571 $294K
CPA Asset Management Group, LLC 0.10% Add +48.9% 5,568 $294K
Bridgewater Advisors Inc. 0.02% Add +1.9% 5,287 $293K
Cardinal Point Capital Management ULC 0.02% Reduce -24.7% 5,540 $293K
Financial Engines Advisors L.L.C. 0.00% Add +11.4% 5,538 $293K
Hills Bank & Trust Co 0.02% Reduce -39.4% 5,525 $292K
Center For Asset Management LLC 0.15% Add +33.2% 5,525 $292K
Foundations Investment Advisors, LLC 0.00% Reduce -22.7% 5,513 $291K
SKY-Mountain Capital Management, Inc. 0.19% No change 5,059 $290K
Mindset Wealth Management, LLC 0.08% Reduce -8.3% 5,486 $290K
Equitable Holdings, Inc. 0.00% Reduce -20.0% 5,479 $290K
Legacy Trust 0.05% New 5,473 $289K
Enterprise Financial Services Corp 0.15% Add +0.6% 5,472 $289K
Leavell Investment Management, Inc. 0.01% Reduce -5.2% 5,470 $289K
Parkside Financial Bank & Trust 0.02% Reduce -5.6% 5,464 $289K
R Squared Ltd 0.13% New 5,462 $289K
Compound Planning, Inc. 0.01% Reduce -22.8% 5,454 $288K
Mgo One Seven LLC 0.01% Add +34.1% 5,441 $288K
Acropolis Investment Management, LLC 0.01% Reduce -2.8% 5,419 $286K
Dynamic Advisor Solutions LLC 0.01% Add +1.6% 5,415 $286K
DeDora Capital, Inc. 0.07% Reduce -0.3% 5,404 $286K
Wilson & Boucher Capital Management, LLC 0.19% Reduce -5.4% 5,388 $285K
Equitable Trust Co. 0.01% No change 5,380 $284K
McDonald Partners LLC 0.09% Reduce -3.1% 5,379 $284K
Burke & Herbert Bank & Trust Co. 0.08% New 5,375 $284K
Tyche Wealth Partners LLC 0.05% Reduce -4.2% 5,374 $284K
Fourpath Capital Management, LLC 0.04% No change 5,360 $283K
Geneos Wealth Management Inc. 0.01% Add +3.3% 5,352 $283K
LMCG Investments, LLC 0.02% Reduce -0.1% 5,326 $281K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -2.4% 5,325 $281K
Harbour Investments, Inc. 0.01% Reduce -16.9% 5,325 $281K
KRS Capital Management, LLC 0.16% Reduce -8.4% 5,318 $281K
Tennessee Valley Asset Management Partners 0.04% Reduce -3.7% 5,309 $281K
Western Wealth Management, LLC 0.01% Reduce -4.3% 5,301 $280K
Prudent Man Advisors, LLC 0.10% Reduce -0.7% 5,291 $280K
Colonial Trust Co / SC 0.04% Add +2.5% 5,288 $279K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 5,287 $279K
Procyon Advisors, LLC 0.01% Add +3.9% 5,267 $278K
SouthState Bank Corp 0.01% Add +0.6% 5,225 $276K
Penserra Capital Management LLC 0.00% Add +44.9% 5,227 $275K
Krilogy Financial LLC 0.01% New 4,787 $275K
Howard Capital Management, LLC 0.00% Add +0.5% 5,170 $273K
KOM Wealth Management Group, LLC 0.19% No change 5,167 $273K
Interchange Capital Partners, LLC 0.05% Reduce -3.0% 5,149 $272K
Cape Cod Five Cents Savings Bank 0.02% No change 3,377 $272K
Ransom Advisory, Ltd 0.11% Reduce -11.3% 5,129 $271K
United Bank 0.09% Reduce -75.6% 5,118 $270K
Bailard, Inc. 0.01% Reduce -24.8% 5,104 $270K
Clear Harbor Asset Management, LLC 0.02% Add +8.7% 5,104 $270K
Covenant Asset Management, LLC 0.05% No change 5,100 $269K
Ted Buchan & Co 0.10% No change 5,070 $268K
Agf Management Ltd. 0.00% Reduce -2.3% 5,057 $267K
LGT Group Foundation 0.00% No change 5,000 $267K
Keel Point, LLC 0.02% Reduce -15.5% 5,038 $266K
Sterling Financial Planning, Inc. 0.08% No change 5,027 $266K
PKS Advisory Services, LLC 0.06% Reduce -1.6% 5,023 $265K
Groupama Asset Managment 0.00% Add +0.8% 5,019 $265K
Clearstead Trust, LLC 0.04% Reduce -3.1% 5,006 $265K
Manning & Napier Advisors LLC 0.00% Reduce -25.2% 4,946 $264K
Canton Hathaway, LLC 0.05% No change 5,000 $264K
Arrow Financial Corp 0.03% No change 4,975 $263K
QTR Family Wealth, LLC 0.12% New 3,983 $262K
Pure Financial Advisors, LLC 0.00% Reduce -8.9% 4,960 $262K
Peddock Capital Advisors, LLC 0.05% Reduce -4.0% 4,956 $262K
Joel Isaacson & Co., LLC 0.01% Add +9.8% 4,905 $259K
Stratos Wealth Advisors, LLC 0.01% Add +0.1% 4,872 $257K
Donaldson Capital Management, LLC 0.01% Add +0.3% 4,866 $257K
Grey Ledge Advisors, LLC 0.06% Add +0.2% 4,864 $257K
Berkshire Money Management, Inc. 0.02% New 4,862 $257K
GM Advisory Group, LLC 0.01% Add +1.7% 4,849 $256K
Mitchell & Pahl Private Wealth, LLC 0.11% Reduce -2.6% 4,845 $256K
Texas Yale Capital Corp. 0.01% Add +8.6% 4,843 $256K
New England Capital Financial Advisors LLC 0.10% Add +0.3% 4,764 $252K
Cornerstone National Bank & Trust Co 0.10% Reduce -64.8% 4,760 $252K
Marex Group Ltd 0.00% New 4,757 $251K
First National Trust Co 0.01% Reduce -15.6% 4,757 $251K
FIL Ltd 0.00% Add +11.7% 4,756 $251K
Cornerstone Wealth Group, LLC 0.02% Reduce -8.0% 4,745 $251K
Groesbeck Investment Management Corp. 0.47% Add +0.3% 4,722 $250K
ProCore Advisors, LLC 0.26% — 4,727 $250K
Kovack Advisors, Inc. 0.01% New 4,723 $250K
Fire Capital Management LLC 0.12% No change 4,692 $248K
HCR Wealth Advisors 0.02% Add +0.0% 4,675 $247K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -1.9% 4,667 $247K
New Hampshire Trust 0.05% Reduce -2.5% 4,663 $246K
Pines Wealth Management, LLC 0.08% Add +18.2% 4,650 $246K
Koshinski Asset Management, Inc. 0.02% Reduce -4.1% 4,650 $246K
Lighthouse Financial Services Inc. 0.06% — 4,640 $245K
Endowment Wealth Management, Inc. 0.11% Reduce -1.1% 4,632 $245K
D'Orazio & Associates, Inc. 0.03% Add +16.5% 4,622 $244K
Stock Yards Bank & Trust Co. 0.01% Reduce -2.7% 4,616 $244K
Tred Avon Family Wealth, LLC 0.08% Add +6.3% 4,608 $243K
Angeles Wealth Management, LLC 0.01% Add +5.0% 4,567 $241K
Banco Santander, S.A. 0.00% Reduce -12.0% 4,565 $241K
Journey Advisory Group, LLC 0.02% Reduce -1.3% 4,515 $240K
Silicon Valley Capital Partners 0.02% No change 4,545 $240K
Meadowbrook Advisors Group, LLC 0.13% — 4,536 $240K
Northstar Financial Companies, Inc. 0.19% Reduce -3.1% 4,516 $239K
Mystic Asset Management, Inc. 0.05% Reduce -26.2% 4,509 $238K
Crawford Investment Counsel Inc. 0.00% Reduce -6.8% 4,507 $238K
Warner Group LLC 0.15% New 4,500 $238K
Waldron Private Wealth LLC 0.01% Add +10.7% 4,478 $237K
Holistic Financial Partners 0.09% Reduce -24.3% 4,473 $236K
Sherbrooke Park Advisers LLC 0.61% Reduce -57.9% 4,472 $236K
Ponta Wealth Partners, LLC 0.22% — 4,442 $235K
Freedom Day Solutions, LLC 0.06% No change 4,403 $233K
Paradigm Asset Management Co. LLC 0.05% Reduce -6.4% 4,400 $232K
Conning Inc. 0.01% Reduce -6.1% 4,377 $231K
Colonial Trust Advisors 0.02% Reduce -8.2% 4,360 $230K
Focus Financial Network, Inc. 0.01% Reduce -65.9% 4,359 $230K
Thomasville National Bank 0.01% Reduce -0.3% 4,347 $230K
Northwest Bancshares, Inc. 0.04% No change 4,341 $229K
Grandfield & Dodd, LLC 0.01% Add +0.2% 4,335 $229K
Legacy Bridge, LLC 0.09% Add +0.7% 4,331 $229K
Parcion Private Wealth LLC 0.01% Add +12.0% 4,319 $228K
Sentry LLC 0.06% No change 4,310 $228K
Capital Advantage, Inc. 0.03% Add +0.0% 4,285 $226K
Essex Bank 0.05% Reduce -29.4% 4,276 $226K
Northeast Investment Management 0.01% No change 4,264 $225K
Cassaday & Co Wealth Management LLC 0.00% Reduce -2.6% 4,228 $223K
Pavion Blue Capital, LLC 0.09% No change 4,219 $223K
Asset Dedication, LLC 0.01% Reduce -4.3% 4,212 $223K
Townsend & Associates, Inc 0.02% No change 4,004 $222K
Montis Financial, LLC 0.04% Add +6.3% 4,195 $222K
Radnor Capital Management, LLC 0.03% No change 4,192 $222K
Ironwood Investment Counsel, LLC 0.03% Add +2.4% 4,190 $221K
Northwest Financial Advisors 0.45% Reduce -3.2% 4,185 $221K
Empower Advisory Group, LLC 0.00% Reduce -14.8% 4,173 $221K
TigerOak Management, L.L.C. 0.07% No change 4,167 $220K
Trust Point Inc. 0.02% Reduce -2.6% 4,167 $220K
Wescott Financial Advisory Group, LLC 0.02% Add +4.7% 4,163 $220K
Avidian Wealth Enterprises, LLC 0.01% Reduce -6.0% 4,149 $219K
Abel Hall, LLC 0.05% New 4,145 $219K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.5% 4,141 $219K
Parsonex Advisory Services, Inc. 0.14% Reduce -10.9% 4,138 $219K
BSW Wealth Partners 0.03% Reduce -18.9% 4,122 $218K
MSH Capital Advisors LLC 0.05% Add +2.7% 4,107 $217K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Add +1.9% 4,090 $216K
Patton Fund Management, Inc. 0.03% Add +11.1% 4,073 $215K
Cooper Financial Group 0.02% Add +12.2% 4,071 $215K
JTC Employer Solutions Trustee Ltd 0.01% Add +0.1% 4,067 $215K
CHICAGO TRUST Co NA 0.03% Reduce -8.1% 4,063 $215K
Ariadne Wealth Management, LP 0.09% New 3,295 $214K
Valmark Advisers, Inc. 0.00% Reduce -0.1% 4,038 $213K
Howland Capital Management LLC 0.01% Add +2.1% 4,020 $212K
Round Rock Advisors LLC 0.03% No change 4,013 $212K
Cohen & Steers, Inc. 0.00% No change 4,000 $211K
Anchor Investment Management, LLC 0.02% Reduce -12.9% 3,984 $210K
Code Waechter LLC 0.14% Add +5.0% 3,983 $210K
L2 Asset Management, LLC 0.03% Add +5.9% 3,979 $210K
Tannin Capital LLC 0.19% — 3,966 $210K
Commerzbank Aktiengesellschaft 0.00% No change 3,937 $208K
Sovereign Financial Group, Inc. 0.04% Reduce -0.3% 3,933 $208K
Formidable Asset Management, LLC 0.03% No change 3,466 $207K
Douglas Lane & Associates, LLC 0.00% Reduce -3.1% 3,906 $206K
Alpine Woods Capital Investors, LLC 0.05% Reduce -89.1% 3,888 $205K
Baker Boyer National Bank 0.06% Add +7.5% 3,881 $205K
SOL Capital Management CO 0.02% New 3,860 $204K
Ignite Planners, LLC 0.03% Add +0.4% 3,414 $203K
44 Wealth Management LLC 0.07% New 3,844 $203K
Independence Bank of Kentucky 0.03% Add +0.9% 3,840 $203K
Aster Capital Management (DIFC) Ltd 0.09% New 3,837 $203K
Ameritas Advisory Services, LLC 0.01% Add +148.9% 3,836 $203K
Versor Investments LP 0.03% Reduce -37.2% 3,829 $202K
First Horizon Corp. 0.01% Reduce -11.5% 3,815 $202K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -8.8% 3,797 $201K
Madison Wealth Partners, Inc 0.04% Add +1.1% 3,789 $200K
Broadwater Capital Management LLC 0.15% No change 3,769 $199K
State of Wyoming 0.02% Reduce -46.7% 3,760 $199K
Banque de Luxembourg S.A. 0.08% New 3,670 $194K
Sittner & Nelson, LLC 0.07% Reduce -16.7% 2,989 $191K
Harbor Investment Advisory, LLC 0.01% Add +50.1% 3,597 $190K
Strengthening Families & Communities, LLC 0.07% Add +1.9% 3,470 $183K
Quent Capital, LLC 0.01% Reduce -2.6% 3,379 $179K
Federated Hermes, Inc. 0.00% Reduce -37.4% 3,377 $178K
Basecamp Wealth Advisors LLC 0.04% — 3,375 $178K
TFC Financial Management, Inc. 0.02% Reduce -16.6% 3,373 $178K
Smithfield Trust Co 0.01% No change 3,325 $177K
Ares Financial Consulting, LLC 0.17% — 3,330 $176K
Addison Advisors LLC 0.04% Reduce -1.8% 3,304 $175K
Trust Co 0.02% New 3,250 $172K
Larson Financial Group LLC 0.01% Reduce -21.1% 3,148 $166K
Manchester Capital Management LLC 0.02% Add +3.7% 3,145 $166K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -1.6% 3,015 $159K
Financial Consulate, Inc. 0.02% Reduce -2.8% 2,949 $156K
Caldwell Sutter Capital, Inc. 0.07% No change 2,922 $154K
Adirondack Trust Co. 0.05% Reduce -10.7% 2,918 $154K
First Financial Corp. 0.06% No change 2,912 $154K
Costello Asset Management, INC 0.05% Reduce -6.4% 2,898 $153K
Atlantic Edge Private Wealth Management, LLC 0.04% Reduce -5.1% 2,783 $147K
Atlas Capital Advisors Inc. 0.02% — 2,728 $144K
Wealth Preservation Advisors, LLC 0.07% Reduce -0.0% 2,670 $141K
Elyxium Wealth, LLC 0.04% New 2,633 $139K
Cromwell Holdings LLC 0.07% No change 2,581 $136K
Key Financial Inc 0.02% No change 2,576 $136K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -0.3% 2,562 $135K
Steph & Co. 0.04% Reduce -8.6% 2,523 $133K
CYBER HORNET ETFs LLC 0.08% Add +5.7% 2,410 $127K
Optima Capital LLC 0.05% New 2,393 $126K
Covestor Ltd 0.06% Add +69.7% 2,333 $124K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,304 $122K
Hanson & Doremus Investment Management 0.01% No change 2,297 $121K
Oakworth Capital, Inc. 0.01% Add +19.1% 2,268 $120K
HHM Wealth Advisors, LLC 0.01% No change 2,240 $118K
Parvin Asset Management, LLC 0.10% No change 2,225 $118K
CVA Family Office, LLC 0.01% Reduce -7.4% 2,221 $117K
Exchange Traded Concepts, LLC 0.00% Add +14.4% 2,192 $116K
Ulland Investment Advisors, LLC 0.09% No change 2,169 $115K
MV Capital Management, Inc. 0.01% Reduce -0.4% 2,157 $114K
Richardson Capital Management LLC 0.06% Add +0.4% 2,146 $113K
Capital Advisors, Ltd. LLC 0.01% No change 2,134 $113K
Hantz Financial Services, Inc. 0.00% Add +13.9% 2,115 $112K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,086 $110K
First Command Advisory Services, Inc. 0.00% Add +13.9% 2,081 $110K
Community Bank, N.A. 0.01% Reduce -5.7% 2,051 $108K
Gables Capital Management Inc. 0.05% No change 2,050 $108K
Gen-Wealth Partners Inc 0.03% No change 2,050 $108K
Cacti Asset Management LLC 0.01% No change 2,000 $107K
Capital Analysts, LLC 0.00% Add +0.1% 2,005 $106K
Wellington Shields & Co., LLC 0.03% No change 2,000 $106K
Bangor Savings Bank 0.01% Reduce -14.5% 1,966 $104K
Clean Yield Group 0.03% No change 1,962 $104K
Bank of New Hampshire 0.02% No change 1,960 $104K
Sentry Investment Management LLC 0.07% No change 1,943 $103K
Camelot Portfolios, LLC 0.06% New 1,900 $100K
Citizens National Bank Trust Department 0.02% Reduce -5.2% 1,900 $100K
Duncker Streett & Co. Inc. 0.02% Add +0.3% 1,875 $99K
Creative Capital Management Investments LLC 0.03% Reduce -31.8% 1,846 $98K
Evermay Wealth Management LLC 0.01% No change 1,790 $95K
Grove Bank & Trust 0.01% No change 1,788 $94K
Root Financial Partners, LLC 0.00% Add +46.5% 1,782 $94K
Generali Investments, Management Co LLC 0.02% No change 1,769 $93K
SageView Advisory Group, LLC 0.00% New 1,734 $92K
Hilltop National Bank 0.02% No change 1,667 $88K
Quarry LP 0.01% Reduce -31.5% 1,630 $86K
JFS Wealth Advisors, LLC 0.00% Add +13.7% 1,586 $84K
Pacifica Partners Inc. 0.04% No change 1,533 $82K
Crewe Advisors LLC 0.01% No change 1,536 $81K
Sawyer & Company, Inc 0.03% No change 1,500 $79K
ESL Trust Services, LLC 0.02% No change 1,500 $79K
Hager Investment Management Services, LLC 0.04% Reduce -71.3% 1,489 $79K
Sterling Capital Management LLC 0.00% Reduce -53.7% 1,480 $78K
CoreCap Advisors, LLC 0.00% Add +0.6% 1,459 $77K
Jackson, Grant Investment Advisers, Inc. 0.03% Reduce -6.5% 1,455 $77K
Bellevue Asset Management, LLC 0.02% No change 1,432 $76K
OAKMONT Corp 0.01% No change 1,413 $75K
Lanark Financial, Inc. 0.01% Reduce -10.3% 1,409 $74K
Provenance Wealth Advisors, LLC 0.01% No change 1,399 $74K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,392 $74K
Hara Capital LLC 0.04% No change 1,340 $71K
MidFirst Bank 0.01% — 1,339 $71K
EFG International AG 0.00% — 1,325 $70K
City State Bank 0.02% Add +0.1% 1,304 $69K
Center for Financial Planning, Inc. 0.01% Reduce -1.5% 1,271 $67K
Abound Wealth Management 0.02% Add +5.8% 1,254 $66K
NFSG Corp 0.01% Reduce -5.1% 1,228 $65K
Fortitude Family Office, LLC 0.02% Reduce -8.6% 1,225 $65K
Kentucky Trust Co 0.03% No change 1,200 $63K
Ramirez Asset Management, Inc. 0.01% No change 1,200 $63K
ORG Partners LLC 0.01% Add +80.5% 1,193 $63K
Bullock Wealth Management Group 0.03% — 1,189 $63K
Paladin Advisory Group, LLC 0.05% No change 1,184 $63K
Summit Securities Group LLC 0.01% Reduce -14.7% 1,176 $62K
Truvestments Capital LLC 0.01% Add +0.4% 1,130 $60K
Union Savings Bank 0.03% — 1,124 $59K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +194.2% 1,118 $59K
DV Equities, LLC 0.01% — 1,107 $58K
CKW Financial Group 0.01% Add +0.1% 1,103 $58K
Field & Main Bank 0.02% No change 1,085 $57K
Old Second National Bank of Aurora 0.01% No change 1,075 $57K
Ossiam 0.00% Add +255.0% 1,072 $57K
Activest Wealth Management 0.01% Reduce -7.1% 1,032 $55K
Birchbrook, Inc. 0.03% No change 1,025 $54K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +3.5% 1,029 $54K
Transamerica Financial Advisors, LLC 0.00% Add +862.9% 1,011 $53K
Quaker Wealth Management, LLC 0.02% No change 1,009 $53K
Firsthand Capital Management, Inc. 0.10% No change 1,000 $53K
Valley National Advisers Inc. 0.01% Reduce -1.0% 993 $52K
Acima Private Wealth, LLC 0.02% Reduce -25.6% 967 $51K
Motco 0.00% No change 948 $50K
Garner Asset Management Corp 0.02% New 944 $50K
MTM Investment Management, LLC 0.02% Reduce -3.1% 944 $50K
JNBA Financial Advisors 0.00% No change 923 $49K
Missouri Trust & Investment Co 0.01% No change 923 $49K
Merited Wealth, LLC 0.04% — 915 $48K
SBI Securities Co., Ltd. 0.00% Reduce -15.6% 907 $48K
CNB Bank 0.02% No change 903 $48K
10Elms LLP 0.05% Add +12.5% 900 $48K
LFA - Lugano Financial Advisors SA 0.02% No change 890 $47K
First Community Trust NA 0.03% Reduce -40.8% 872 $46K
Bruce G. Allen Investments, LLC 0.03% Add +104.3% 866 $46K
Cypress Capital Management LLC (WY) 0.04% Reduce -18.9% 860 $45K
Maseco LLP 0.00% Add +0.3% 853 $45K
Murphy & Mullick Capital Management Corp 0.03% No change 849 $45K
Westside Investment Management, Inc. 0.01% Add +1.8% 839 $45K
Indiana Trust & Investment Management Co 0.01% No change 847 $45K
United Community Bank 0.02% Add +11.6% 840 $44K
Versant Capital Management, Inc 0.01% Reduce -34.9% 838 $44K
Cape Investment Advisory, Inc. 0.01% Add +190.6% 834 $44K
Kohmann Bosshard Financial Services, LLC 0.00% New 825 $44K
Kelleher Financial Advisors 0.01% No change 820 $43K
Mowery & Schoenfeld Wealth Management, LLC 0.06% Add +2.7% 810 $43K
MCF Advisors LLC 0.00% Add +350.0% 810 $43K
Mascoma Wealth Management LLC 0.01% Reduce -11.1% 802 $42K
Centennial Bank 0.02% No change 799 $42K
Deseret Mutual Benefit Administrators 0.02% Reduce -58.5% 796 $42K
TD Capital Management LLC 0.00% Add +12.1% 788 $42K
Flagship Wealth Advisors, LLC 0.01% No change 786 $42K
Golden State Wealth Management, LLC 0.00% Reduce -28.4% 780 $41K
Westpac Banking Corp. 0.00% No change 777 $41K
Reflection Asset Management 0.03% — 775 $41K
Meramec Financial Planners, LLC 0.02% — 635 $41K
Vision Retirement, LLC 0.01% — 765 $40K
Orion Capital Management LLC 0.01% No change 750 $40K
First United Bank & Trust 0.01% No change 750 $40K
Princeton Global Asset Management LLC 0.01% New 741 $39K
Lavaca Capital LLC 0.01% Reduce -16.6% 700 $37K
Heritage Wealth Advisors 0.00% No change 700 $37K
Prestige Wealth Management Group LLC 0.01% Add +6.2% 687 $36K
American Capital Advisory, LLC 0.02% Add +0.3% 686 $36K
Essential Partners LLC 0.01% Add +4750.0% 679 $36K
Keating Financial Advisory Services, Inc. 0.00% — 674 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 659 $35K
Brown, Lisle/Cummings, Inc. 0.01% Add +15.3% 654 $35K
Avanza Fonder AB 0.00% Reduce -99.0% 653 $35K
Armstrong Advisory Group, Inc. 0.00% Add +0.1% 651 $34K
Chesapeake Asset Management LLC 0.03% No change 650 $34K
SOA Wealth Advisors, LLC. 0.01% No change 636 $34K
Plante Moran Financial Advisors, LLC 0.00% Reduce -19.7% 625 $33K
Country Trust Bank 0.00% Add +21.5% 622 $33K
Garton & Associates Financial Advisors LLC 0.02% — 620 $33K
Tompkins Financial Corp. 0.00% No change 619 $33K
Pinnacle Bancorp, Inc. 0.01% Reduce -17.1% 616 $33K
WPG Advisers, LLC 0.02% Add +7.8% 606 $32K
Board of the Pension Protection Fund 0.03% New 600 $32K
GHP Investment Advisors, Inc. 0.00% No change 596 $32K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -28.3% 591 $31K
West Branch Capital LLC 0.01% No change 590 $31K
Cheviot Value Management, LLC 0.00% Reduce -16.6% 502 $29K
Sound Income Strategies, LLC 0.00% Add +4.5% 514 $29K
Consultiva Wealth Management, Corp. 0.08% No change 523 $28K
Union Bancaire Privee, UBP SA 0.00% New 510 $27K
SJS Investment Consulting Inc. 0.00% Add +4.5% 512 $27K
Core Alternative Capital 0.01% Reduce -16.6% 508 $27K
Highline Wealth Partners LLC 0.01% Reduce -19.9% 507 $27K
Walsh & Associates, LLC 0.03% — 500 $26K
Cetera Trust Company, N.A 0.01% No change 500 $26K
Global Wealth Strategies & Associates 0.01% Add +150.0% 500 $26K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 496 $26K
Glen Eagle Advisors, LLC 0.00% Add +11.6% 492 $26K
Salomon & Ludwin, LLC 0.00% No change 482 $26K
True Wealth Design, LLC 0.01% Add +723.7% 486 $26K
Clayton Financial Group LLC 0.01% Add +11.6% 482 $25K
Red Tortoise LLC 0.01% No change 481 $25K
KERR FINANCIAL PLANNING Corp 0.03% Reduce -4.5% 400 $25K
YANKCOM Partnership 0.01% Add +78.5% 473 $25K
Torren Management, LLC 0.01% — 466 $25K
DT Investment Partners, LLC 0.00% No change 461 $24K
Investment Research & Advisory Group, Inc. 0.01% Reduce -10.2% 451 $24K
Bravera Wealth 0.01% — 460 $24K
Coastline Trust Co 0.00% No change 460 $24K
Ankerstar Wealth, LLC 0.02% — 443 $23K
Curat Global, LLC 0.03% No change 435 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +323.5% 432 $23K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.9% 429 $23K
Intelligent Financial Strategies 0.01% No change 423 $22K
GW&K Investment Management, LLC 0.00% Reduce -11.3% 414 $22K
Swiss Re Ltd. 0.00% — 416 $22K
Wellington-Altus USA Inc. 0.02% — 412 $22K
1620 Investment Advisors, Inc. 0.01% Reduce -11.1% 407 $22K
Lodestone Wealth Management LLC 0.01% New 404 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 403 $21K
Olistico Wealth, LLC 0.01% New 400 $21K
Monetary Management Group Inc. 0.00% Reduce -76.5% 400 $21K
Concord Wealth Partners 0.00% Reduce -33.3% 400 $21K
Nemes Rush Group LLC 0.00% Reduce -33.6% 395 $21K
Entrust Financial LLC 0.01% — 375 $20K
CGC Financial Services, LLC 0.01% Reduce -29.0% 374 $20K
Meeder Asset Management Inc. 0.00% Add +227.0% 363 $19K
Greykasell Wealth Strategies, Inc. 0.01% New 360 $19K
Cedar Mountain Advisors, LLC 0.00% No change 356 $19K
Godsey & Gibb, Inc. 0.00% No change 341 $18K
Tanglewood Legacy Advisors, LLC 0.01% No change 335 $18K
AdvisorShares Investments LLC 0.00% Reduce -61.7% 335 $18K
Rosenberg Matthew Hamilton 0.00% Reduce -82.7% 327 $17K
Johnson Financial Group, Inc. 0.00% Add +23.4% 322 $17K
Rachor Investment Advisory Services, LLC 0.01% — 320 $17K
Vega Investment Solutions 0.00% — 320 $17K
Archer Investment Corp 0.00% Reduce -40.5% 318 $17K
Kemnay Advisory Services Inc. 0.00% New 315 $17K
Twin Lakes Capital Management, LLC 0.01% No change 300 $16K
Edmond DE Rothschild Holding S.A. 0.00% No change 300 $16K
S&T Bank 0.00% No change 290 $15K
Purpose Unlimited Inc. 0.00% — 278 $15K
Frazier Financial Advisors, LLC 0.01% Reduce -52.0% 277 $15K
Creative Financial Designs Inc. 0.00% No change 276 $15K
Eq Wealth Advisors, LLC 0.01% New 272 $14K
Private Wealth Management Group, LLC 0.00% Reduce -0.7% 271 $14K
SWAN Capital LLC 0.01% New 268 $14K
Rossby Financial, LCC 0.00% Reduce -71.2% 265 $14K
Raelipskie Partnership 0.01% No change 255 $13K
Raffa Wealth Management, LLC 0.00% Add +18.1% 248 $13K
Horizon Bancorp Inc. 0.01% Reduce -92.2% 242 $13K
Dorato Capital Management 0.01% — 220 $12K
Mark Sheptoff Financial Planning, LLC 0.01% No change 203 $11K
VSM Wealth Advisory, LLC 0.00% No change 201 $11K
Family CFO Inc 0.00% New 186 $10K
Nvwm, LLC 0.00% Reduce -2.6% 185 $10K
Financial Management Professionals, Inc. 0.00% Add +24.5% 183 $10K
Greenline Wealth Management LLC 0.01% — 182 $10K
Wilkerson Advisory Group LLC 0.00% — 176 $9K
Howard Hughes Medical Institute 0.01% Reduce -0.6% 171 $9K
High Note Wealth, LLC 0.00% Reduce -0.6% 167 $9K
Seneschal Advisors, LLC 0.01% No change 161 $9K
BOK Financial Private Wealth, Inc. 0.00% No change 160 $8K
Wiser Advisor Group LLC 0.01% Add +0.7% 151 $8K
Chung Wu Investment Group, LLC 0.01% No change 150 $8K
Turning Point Benefit Group, Inc. 0.00% Reduce -3.3% 148 $8K
Wolff Wiese Magana LLC 0.00% No change 147 $8K
RHL Group, LLC 0.01% — 146 $8K
Cornerstone Planning Group LLC 0.00% Reduce -78.5% 132 $8K
Fourth Dimension Wealth, LLC 0.00% Add +0.7% 143 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -18.3% 143 $8K
Kozak & Associates, Inc. 0.00% No change 132 $7K
First Pacific Financial 0.00% Reduce -20.4% 137 $7K
Physician Wealth Advisors, Inc. 0.00% Reduce -47.3% 136 $7K
Elevation Wealth Partners, LLC 0.00% Add +0.7% 136 $7K
Vision Financial Markets LLC 0.01% Reduce -30.7% 133 $7K
1 North Wealth Services LLC 0.00% New 129 $7K
Redmont Wealth Advisors LLC 0.01% No change 128 $7K
IMG Wealth Management, Inc. 0.00% No change 127 $7K
Holos Integrated Wealth LLC 0.00% No change 120 $6K
Riverview Trust Co 0.01% No change 120 $6K
Scarborough Advisors, LLC 0.00% Reduce -1.6% 120 $6K
Signature Equity Partners, LLC 0.00% — 118 $6K
Luken Investment Analytics, LLC 0.00% New 117 $6K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -50.2% 116 $6K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -26.1% 116 $6K
Accordant Advisory Group Inc 0.00% Reduce -69.1% 112 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 110 $6K
Tucker Asset Management LLC 0.00% New 109 $6K
Dogwood Wealth Management LLC 0.00% Add +186.5% 106 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 101 $5K
Sfam, LLC 0.00% — 100 $5K
Nalls Sherbakoff Group, LLC 0.00% Reduce -85.7% 100 $5K
Estate Planners Group, LLC 0.00% — 100 $5K
Pension & Wealth Management Advisors, Inc. 0.00% New 100 $5K
Alerus Financial NA 0.00% No change 99 $5K
Avion Wealth 0.00% Reduce -27.5% 103 $5K
Y.D. More Investments Ltd 0.00% New 29,448 $5K
Westfuller Advisors, LLC 0.00% Reduce -47.7% 92 $5K
Darwin Wealth Management, LLC 0.00% Add +1.1% 91 $5K
Bullseye Investment Management, LLC 0.00% New 90 $5K
Dunhill Financial, LLC 0.00% Add +6.0% 89 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 87 $5K
Inlight Wealth Management, LLC 0.00% No change 81 $4K
Caitlin John, LLC 0.00% Reduce -79.1% 80 $4K
GGM Financial LLC 0.00% No change 77 $4K
Sankala Group LLC 0.00% — 63 $4K
Hollencrest Capital Management 0.00% Add +111.1% 76 $4K
Fortis Group Advisors, LLC 0.00% No change 76 $4K
Cranbrook Wealth Management, LLC 0.00% No change 75 $4K
Godfrey Financial Associates, Inc. 0.00% — 74 $4K
Sachetta, LLC 0.00% Add +58.7% 73 $4K
Kilter Group LLC 0.00% Add +40.4% 73 $4K
Cornerstone Financial Management LLC 0.00% — 72 $4K
Family Capital Trust Co 0.00% Reduce -99.9% 72 $4K
Aventura Private Wealth, LLC 0.00% Reduce -55.4% 70 $4K
J.Safra Asset Management Corp 0.00% No change 65 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +56.1% 64 $3K
Graney & King, LLC 0.00% Reduce -50.4% 62 $3K
Hilton Head Capital Partners, LLC 0.00% — 61 $3K
Legacy Wealth Managment, LLC 0.00% New 57 $3K
Financial Freedom, LLC 0.00% No change 57 $3K
Motiv8 Investments LLC 0.00% New 57 $3K
Pacific Center for Financial Services 0.00% No change 50 $3K
Aspect Partners, LLC 0.00% Add +36.6% 56 $3K
Imprint Wealth LLC 0.01% Reduce -69.8% 55 $3K
Triumph Capital Management 0.00% New 55 $3K
Pinney & Scofield, Inc. 0.00% No change 54 $3K
PFS Partners, LLC 0.00% No change 53 $3K
Redwood Park Advisors LLC 0.00% No change 53 $3K
Spurstone Advisory Services, LLC 0.04% No change 51 $3K
Prosperity Bancshares Inc 0.00% — 50 $3K
2UniFi Bank 0.00% New 50 $3K
Signature Resources Capital Management, LLC 0.00% Add +14.3% 48 $3K
Valued Wealth Advisors LLC 0.00% No change 47 $2K
Towne Trust Company, N.A 0.00% No change 47 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +73.1% 45 $2K
Battery Global Advisors, LLC 0.00% No change 44 $2K
Bogart Wealth, LLC 0.00% Reduce -30.0% 42 $2K
Asset Planning,Inc 0.00% No change 41 $2K
Horizon Financial Services, LLC 0.00% Reduce -68.6% 38 $2K
IFC & Insurance Marketing, Inc. 0.00% — 29 $2K
Navigoe, LLC 0.00% No change 50 $2K
Nova Wealth Management, Inc. 0.00% No change 35 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -17.9% 32 $2K
Hughes Financial Services, LLC 0.00% Reduce -51.5% 32 $2K
Park Place Capital Corp 0.00% Reduce -17.6% 28 $1K
1015 Capital Partners, LLC 0.00% — 26 $1K
Fairscale Capital, LLC 0.00% Reduce -96.8% 25 $1K
Reyes Financial Architecture, Inc. 0.00% New 24 $1K
Game Plan Financial Advisors, LLC 0.00% No change 24 $1K
Bare Financial Services, Inc 0.00% Add +100.0% 22 $1K
Gilpin Wealth Management, LLC 0.00% — 20 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.1% 20 $1K
HighMark Wealth Management LLC 0.00% No change 20 $1K
Phillip James Consulting Co. 0.02% — 22 $1K
Rakuten Securities, Inc. 0.00% Add +6.7% 16 $845
Raleigh Capital Management Inc. 0.00% Add +0.0% 15 $801
Retirement Wealth Solutions LLC 0.00% Reduce -78.5% 14 $740
Catherine Avery Investment Management LLC 0.00% No change 13 $687
North Ridge Wealth Advisors, Inc. 0.00% No change 10 $529
HFM Investment Advisors, LLC 0.00% Reduce -16.7% 10 $529
Minot DeBlois Advisors LLC 0.00% Reduce -60.0% 10 $528
Davis Capital Management 0.00% Add +400.0% 10 $528
Fairman Group, LLC 0.00% Reduce -52.9% 8 $423
Networth Advisors, LLC 0.00% — 8 $423
Ameriflex Group, Inc. 0.00% Reduce -94.3% 7 $370
Albion Financial Group 0.00% No change 7 $370
ROSS\JOHNSON & Associates LLC 0.01% New 6 $317
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $302
Anfield Capital Management, LLC 0.00% No change 5 $264
Beaird Harris Wealth Management, LLC 0.00% Reduce -98.4% 4 $212
DecisionPoint Financial, LLC 0.00% No change 4 $212
Whipplewood Advisors, LLC 0.00% New 4 $211
Jessup Wealth Management, Inc 0.00% New 3 $159
Arcadia Investment Management Corp. 0.00% New 2 $106
Winnacle Wealth LLC 0.00% Reduce -83.3% 1 $53
Kingdom Financial Group LLC. 0.00% New 1 $51

"% of holder's portfolio" is CARR's weight in each manager's 13F, not the share of Carrier Global Corp. the manager owns.