Carrier GlobalCARR

13F holders, Q2 2026 (June 30)
1,653holders +153
225new positions
72sold out
10famous investors
$73.18avg. 13F price*

At the end of Q2 2026, 1,653 institutions reported holding Carrier Global Corp. (CARR) in their 13F filings, up 153 from Q1 2026. 225 opened new positions and 72 sold out. The largest holders were Capital Research Global Investors ($7.8B), BlackRock, Inc. ($4.9B) and Vanguard Capital Management LLC ($3.8B). 10 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions225$347.3M
Exits72$257.8M

All 13F filers, Q1 2026 → Q2 2026: 50,086,481 shares bought and 50,369,943 shares sold, net −283,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,653 holders

Capital Research Global Investors 1.09% Reduce -8.9% 106,065,347 $7.8B
BlackRock, Inc. 0.07% Add +16.1% 67,176,195 $4.9B
Vanguard Capital Management LLC 0.08% Reduce -0.1% 51,284,274 $3.8B
Vanguard Portfolio Management LLC 0.12% Add +0.1% 36,565,910 $2.7B
JPMorgan Chase & Co. 0.15% Reduce -1.3% 34,487,524 $2.5B
State Street Corp. 0.07% Add +2.6% 34,386,031 $2.5B
Dodge & Cox 1.06% Add +3.2% 27,475,603 $2.0B
Capital World Investors 0.17% Reduce -1.9% 19,334,704 $1.4B
Geode Capital Management, LLC 0.07% Add +0.3% 17,699,114 $1.3B
Fisher Asset Management 0.28% Add +0.1% 13,047,300 $957.0M
Morgan Stanley 0.04% Reduce -10.6% 10,957,072 $803.7M
Ameriprise Financial Inc. 0.12% Add +74.3% 8,292,345 $610.8M
Bank of New York Mellon Corp 0.10% Add +66.8% 8,053,967 $590.8M
Northern Trust Corp. 0.07% Reduce -0.2% 8,030,053 $589.0M
Bank of America Corp. 0.04% Add +18.5% 7,810,609 $572.9M
Norges Bank 0.06% — 7,631,155 $559.7M
Goldman Sachs Group Inc. 0.05% Reduce -14.8% 6,765,820 $496.3M
Dimensional Fund Advisors LP 0.09% Add +3.0% 6,480,398 $475.4M
PineStone Asset Management Inc. 2.87% Reduce -3.6% 6,333,408 $464.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -7.6% 6,011,257 $440.9M
Schroder Investment Management Group 0.31% Add +18.2% 5,897,380 $432.6M
Fiera Capital Corp 1.55% Reduce -12.8% 5,815,777 $426.6M
Nuveen, LLC 0.10% Add +1.7% 5,734,737 $420.6M
Victory Capital Management Inc. 0.24% Reduce -3.8% 5,716,732 $419.3M
Brown Advisory Inc. 0.64% Reduce -30.8% 5,600,304 $410.8M
Invesco Ltd. 0.03% Reduce -4.8% 5,220,533 $382.9M
Charles Schwab Investment Management Inc. 0.05% Add +1.6% 5,012,629 $367.7M
Artisan Partners Limited Partnership 0.54% Add +14.5% 4,549,041 $333.7M
Franklin Resources Inc. 0.07% Add +366.5% 4,525,082 $331.9M
Legal & General Group Plc 0.07% Reduce -7.6% 4,394,901 $322.4M
Vanguard Fiduciary Trust Co. 0.07% Reduce -0.9% 4,390,464 $322.0M
Alliancebernstein L.P. 0.10% Add +14.0% 5,634,669 $317.3M
Millennium Management 0.21% Add +442.6% 4,009,409 $294.1M
Primecap Management Co. 0.17% Add +0.7% 3,866,183 $283.6M
Pictet Asset Management Holding SA 0.24% Add +9.5% 3,420,836 $250.9M
Amundi 0.06% Add +9.3% 3,418,666 $250.8M
Nomura Asset Management International Inc. 0.38% Reduce -2.7% 3,406,755 $249.9M
T. Rowe Price Associates Inc. 0.02% Reduce -0.2% 3,322,503 $243.7M
Citadel Advisors 0.13% Reduce -16.2% 3,025,970 $222.0M
Royal Bank of Canada 0.04% Add +10.6% 2,855,847 $209.5M
AQR Capital Management 0.07% Add +14.5% 2,820,892 $206.9M
Raymond James Financial Inc. 0.05% Reduce -0.5% 2,541,376 $186.4M
UBS Group AG 0.03% Reduce -45.4% 2,446,235 $179.4M
Wells Fargo & Company 0.03% Add +29.6% 2,332,587 $171.1M
Deutsche Bank AG 0.05% Reduce -7.1% 2,265,376 $166.2M
Envestnet Asset Management Inc. 0.04% Reduce -14.3% 2,248,891 $165.0M
Causeway Capital Management LLC 1.73% Add +3.6% 2,178,506 $159.8M
Swiss National Bank 0.08% Reduce -4.7% 2,120,585 $155.5M
Focus Partners Wealth 0.16% Add +6.9% 2,081,100 $152.6M
Sei Investments Co. 0.13% Reduce -1.1% 2,079,144 $152.5M
Gates Capital Management, Inc. 4.80% Reduce -20.2% 1,991,308 $146.1M
Fiduciary Management Inc. 2.01% Reduce -46.1% 1,923,538 $141.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +6.1% 1,863,857 $136.7M
Bahl & Gaynor LLC 0.62% Add +72.1% 1,825,329 $133.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.05% Reduce -38.3% 1,788,605 $131.2M
Russell Investments Group, Ltd. 0.11% Reduce -1.0% 1,731,719 $127.0M
BNP Paribas Financial Markets 0.07% Add +24.1% 1,703,787 $125.0M
Vanguard Global Advisers, LLC 0.06% Reduce -2.0% 1,684,469 $123.6M
Bank of Montreal 0.05% Add +7.3% 1,683,123 $123.5M
Mackenzie Financial Corp. 0.12% Add +114.5% 1,620,099 $118.8M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.7% 1,616,597 $118.6M
HSBC Holdings PLC 0.06% Add +8.3% 1,589,619 $116.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% Add +11.5% 1,518,196 $111.4M
D. E. Shaw & Co. 0.07% Add +1.5% 1,420,931 $104.2M
FMR LLC 0.00% Add +8.9% 1,401,686 $102.8M
Rhumbline Advisers 0.08% Reduce -1.2% 1,382,491 $101.4M
Summitry LLC 3.30% Reduce -3.8% 1,366,130 $100.2M
Citigroup Inc. 0.05% Add +100.3% 1,324,118 $97.1M
Point72 Asset Management 0.15% New 1,305,110 $95.7M
Ensign Peak Advisors, Inc 0.16% Add +4.1% 1,301,251 $95.4M
DAVENPORT & Co LLC 0.48% Reduce -1.6% 1,286,042 $94.4M
Massachusetts Financial Services Co. 0.03% Reduce -16.5% 1,005,951 $93.0M
National Pension Service 0.06% Reduce -5.5% 1,178,695 $86.5M
CIBC Bancorp USA Inc. 0.10% Add +16.4% 1,150,857 $84.4M
Manufacturers Life Insurance Company, The 0.07% Reduce -4.6% 1,144,913 $84.0M
Woodley Farra Manion Portfolio Management Inc. 4.04% Add +80.6% 1,142,186 $83.8M
California State Teachers Retirement System 0.08% Reduce -5.1% 1,112,138 $81.6M
California Public Employees Retirement System 0.05% Reduce -23.4% 1,095,224 $80.3M
Aberdeen Group plc 0.10% Add +9.8% 1,015,556 $74.5M
Freestone Grove Partners LP 0.48% Add +43171.8% 1,005,203 $73.7M
CANADA LIFE ASSURANCE Co 0.12% Reduce -3.8% 1,006,292 $73.6M
LPL Financial LLC 0.02% Add +6.9% 1,002,330 $73.5M
Canoe Financial LP 0.91% Reduce -7.6% 998,100 $73.2M
DekaBank Deutsche Girozentrale 0.12% No change 1,336,403 $72.4M
New York State Common Retirement Fund 0.09% Add +4.1% 981,755 $72.0M
CI Investments Inc. 0.23% Add +126.5% 965,695 $70.8M
Jane Street Group, LLC 0.04% Add +561.8% 952,345 $69.9M
Impax Asset Management Group plc 0.44% Reduce -21.9% 918,354 $67.4M
Reynders McVeigh Capital Management, LLC 2.98% Add +3.0% 918,219 $67.4M
Principal Financial Group Inc. 0.03% Reduce -44.3% 897,715 $65.8M
Ontario Teachers Pension Plan Board 0.42% Reduce -31.6% 890,797 $65.3M
PNC Financial Services Group, Inc. 0.03% Reduce -1.8% 873,387 $64.1M
Barclays PLC 0.02% Reduce -70.9% 813,211 $59.6M
Toronto Dominion Bank 0.10% Add +240.2% 791,811 $58.1M
Albar Capital Partners LLP 7.56% Reduce -4.7% 790,767 $58.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +53.1% 784,924 $57.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +0.2% 784,894 $57.5M
HighTower Advisors, LLC 0.05% Reduce -7.2% 772,597 $56.7M
National Bank of Canada 0.05% Add +223.7% 751,972 $55.1M
State Board of Administration of Florida Retirement System 0.08% Reduce -2.8% 682,282 $50.0M
Korea Investment CORP 0.09% Add +50.3% 676,880 $49.6M
Aviva PLC 0.07% Reduce -7.1% 662,649 $48.6M
Great Lakes Advisors, LLC 0.37% Reduce -15.8% 660,024 $48.4M
US Bancorp \de 0.05% Add +0.8% 647,900 $47.5M
Rockefeller Capital Management L.P. 0.07% Reduce -0.6% 642,339 $47.1M
Mediolanum International Funds Ltd 0.40% Add +558.1% 637,580 $46.8M
Vontobel Holding Ltd. 0.15% Add +563.3% 591,917 $43.4M
Prudential Financial Inc. 0.05% Add +53.6% 588,610 $43.2M
New York State Teachers Retirement System 0.08% Reduce -0.7% 578,816 $42.5M
Cardinal Capital Management, Inc. 1.02% Add +7.1% 575,335 $42.2M
Deprince Race & Zollo Inc. 0.70% Reduce -0.7% 568,663 $41.7M
Vident Advisory, LLC 0.30% Reduce -31.3% 557,313 $40.9M
APG Asset Management N.V. 0.10% Add +29.4% 637,111 $40.9M
iA Global Asset Management Inc. 0.48% No change 555,998 $40.8M
Alyeska Investment Group, L.P. 0.10% Add +8.7% 547,988 $40.2M
Creative Planning 0.02% Add +10.0% 542,319 $39.8M
Natixis 0.18% Add +1185.4% 519,093 $38.1M
Jones Financial Companies LLLP 0.01% Add +52.8% 510,900 $37.6M
O'shaughnessy Asset Management, LLC 0.17% Add +34.6% 502,415 $36.9M
Adage Capital Partners Gp, L.L.C. 0.05% Add +2.7% 495,842 $36.4M
Wealth Enhancement Advisory Services, LLC 0.06% Add +3.3% 587,783 $35.7M
Delta Asset Management LLC 3.03% Reduce -1.3% 476,937 $35.0M
Confluence Investment Management LLC 0.54% Reduce -7.5% 472,778 $34.7M
M&G PLC 0.17% Add +4.5% 457,692 $33.4M
Natixis Advisors, LLC 0.04% Add +73.2% 443,808 $32.6M
Capital International Sarl 0.45% Reduce -10.4% 435,897 $32.0M
Jain Global LLC 0.40% Add +1450.5% 431,728 $31.7M
Fifth Third Bancorp 0.05% Reduce -4.0% 419,245 $30.8M
State of Wisconsin Investment Board 0.06% Reduce -5.7% 416,915 $30.6M
Becker Capital Management Inc. 0.82% Reduce -0.4% 415,130 $30.4M
Quantinno Capital Management LP 0.04% Add +28.4% 408,964 $30.0M
Swedbank AB 0.03% Add +1.1% 408,512 $30.0M
Corient Private Wealth LP 0.04% Add +36.5% 402,497 $29.5M
Prevatt Capital Ltd 6.28% No change 395,000 $29.0M
Vanguard Investments Australia, Ltd. 0.07% Add +1.4% 384,723 $28.2M
Royal London Asset Management Ltd. 0.05% Reduce -0.3% 384,059 $28.2M
Asset Management One Co., Ltd. 0.07% Reduce -8.2% 382,513 $28.1M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.5% 382,038 $28.0M
Woodline Partners LP 0.09% Add +532.2% 375,357 $27.5M
Gateway Investment Advisers LLC 0.26% Reduce -1.0% 363,840 $26.7M
Marshall Wace, LLP 0.02% Reduce -53.2% 351,833 $25.8M
Stifel Financial Corp. 0.02% Reduce -10.7% 346,717 $25.4M
Eurizon Capital SGR S.p.A. 0.07% Add +47.7% 342,793 $25.1M
Mariner, LLC 0.03% Add +9.8% 340,252 $25.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +2612.7% 337,543 $24.8M
Assetmark, Inc. 0.04% Reduce -18.1% 334,627 $24.5M
GMO 0.06% Reduce -0.8% 332,973 $24.4M
Treasurer of the State of North Carolina 0.06% Reduce -1.0% 332,620 $24.4M
OMERS ADMINISTRATION Corp 0.15% Add +794.0% 330,512 $24.2M
KBC Group NV 0.05% Add +8.3% 323,041 $23.7M
Gotham Asset Management 0.05% Add +18.4% 315,008 $23.1M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -0.2% 313,938 $23.0M
Janney Montgomery Scott LLC 0.04% Reduce -4.1% 308,020 $22.6M
KLP Kapitalforvaltning As 0.07% Add +4.9% 306,685 $22.5M
Capital International Investors 0.00% Reduce -97.2% 303,639 $22.3M
Professional Advisory Services Inc. 2.43% Reduce -2.0% 301,813 $22.1M
Segall Bryant & Hamill, LLC 0.26% Reduce -2.7% 299,951 $22.0M
Cetera Investment Advisers 0.02% Reduce -1.2% 298,293 $21.9M
Steigerwald, Gordon & Koch Inc. 2.14% Reduce -0.5% 294,831 $21.6M
Public Employees Retirement System of Ohio 0.06% Reduce -6.8% 291,008 $21.3M
Cullen/Frost Bankers, Inc. 0.20% Add +4.7% 282,011 $20.7M
TD Asset Management Inc 0.02% Reduce -13.3% 276,638 $20.3M
Calamos Advisors LLC 0.10% Reduce -4.0% 270,674 $19.9M
Danske Bank A/S 0.04% Reduce -8.3% 269,950 $19.8M
Nomura Asset Management Co. Ltd. 0.04% Add +0.1% 268,197 $19.7M
State of Tennessee, Department of Treasury 0.06% Add +3.0% 262,171 $19.2M
Tredje AP-fonden 0.09% Reduce -15.0% 261,456 $19.2M
Commonwealth Equity Services, LLC 0.02% Reduce -1.2% 259,956 $19.1M
TIAA Wealth Investment Management LLC 0.13% Reduce -16.8% 259,405 $19.0M
Adams Diversified Equity Fund, Inc. 0.58% New 257,700 $18.9M
Nisa Investment Advisors, LLC 0.06% Reduce -3.2% 256,351 $18.8M
Osaic Holdings, Inc. 0.02% Reduce -1.9% 255,419 $18.7M
Baker Chad R 3.00% No change 253,050 $18.6M
M&T Bank Corp 0.05% Reduce -3.9% 250,540 $18.4M
DNB Asset Management AS 0.05% Add +1.0% 248,007 $18.2M
Cerity Partners LLC 0.02% Add +5.1% 247,376 $18.1M
State of New Jersey Common Pension Fund D 0.06% Reduce -6.8% 241,672 $17.7M
Tidal Investments LLC 0.04% Reduce -35.3% 238,788 $17.5M
Foster Victor Wealth Advisors, LLC 0.92% Add +3.3% 250,513 $17.5M
Aventail Capital Group, LP 1.00% New 237,818 $17.4M
Trexquant Investment LP 0.11% Add +151.7% 237,164 $17.4M
Markel Group 0.13% No change 235,000 $17.2M
AdviceOne Advisory Services, LLC 9.55% Reduce -0.3% 230,386 $16.9M
Bradley Foster & Sargent Inc. 0.24% Reduce -1.1% 229,753 $16.9M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -6.2% 228,107 $16.7M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.8% 223,029 $16.4M
Czech National Bank 0.09% Add +3.9% 222,230 $16.3M
Mercer Global Advisors Inc. 0.02% Add +24.7% 220,413 $16.2M
Mn Services Vermogensbeheer B.V. 0.12% Add +78.2% 220,200 $16.2M
Scopus Asset Management, L.P. 0.38% Add +97.1% 219,678 $16.1M
Sirios Capital Management L P 1.94% Reduce -6.0% 217,109 $15.9M
Capital International Ltd. 0.52% Reduce -8.8% 215,950 $15.8M
Schonfeld Strategic Advisors LLC 0.08% Reduce -19.9% 214,736 $15.8M
Highland Capital Management, LLC 0.72% Reduce -3.4% 212,424 $15.6M
Arizona State Retirement System 0.08% Add +0.5% 208,635 $15.3M
Swiss Life Asset Management Ltd 0.06% Add +17.7% 208,167 $15.3M
Wesbanco Bank Inc. 0.38% Reduce -1.2% 206,390 $15.1M
MML Investors Services, LLC 0.03% Add +9.2% 203,743 $14.9M
Varma Mutual Pension Insurance Co 0.08% Add +3.4% 203,595 $14.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -50.3% 202,815 $14.9M
Fairview Capital Investment Management, LLC 0.78% Add +41.5% 202,808 $14.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +12.4% 201,339 $14.8M
Segment Wealth Management, LLC 0.77% Add +2.5% 201,193 $14.8M
State of Michigan Retirement System 0.06% Reduce -2.6% 199,925 $14.7M
Caisse de depot et placement du Quebec 0.02% Reduce -74.2% 198,356 $14.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +9.9% 197,804 $14.5M
Night Squared LP 1.54% New 195,596 $14.3M
Avity Investment Management Inc. 0.91% Add +33.9% 194,484 $14.3M
Canada Pension Plan Investment Board 0.01% Reduce -32.6% 193,391 $14.2M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +107.9% 193,332 $14.2M
Peapack Gladstone Financial Corp. 0.16% Add +1.2% 192,115 $14.1M
Neuberger Berman Group LLC 0.01% Reduce -2.2% 192,096 $14.1M
Sone Capital Management, LLC 1.05% New 188,214 $13.8M
Capital International, Inc. 0.10% Reduce -5.6% 187,805 $13.8M
Telos Capital Management, Inc. 1.21% Reduce -0.1% 187,523 $13.8M
CIBC Asset Management Inc 0.03% Reduce -1.9% 185,868 $13.6M
IFM Investors Pty Ltd 0.09% Add +3.9% 184,995 $13.6M
Raub Brock Capital Management LP 3.68% Reduce -18.4% 182,190 $13.4M
MetLife Investment Management, LLC 0.06% Reduce -2.7% 178,617 $13.1M
Allworth Financial LP 0.06% Reduce -2.8% 178,247 $13.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -5.8% 172,445 $12.6M
Ieq Capital, LLC 0.06% Add +80.2% 169,218 $12.4M
Kestra Advisory Services, LLC 0.04% Add +0.9% 167,368 $12.3M
FIL Ltd 0.01% New 167,289 $12.3M
Teacher Retirement System of Texas 0.03% Add +23.4% 166,603 $12.2M
Tocqueville Asset Management L.P. 0.16% Add +9.3% 166,479 $12.2M
Handelsbanken Fonder AB 0.03% Reduce -16.0% 165,726 $12.2M
SEB Asset Management AB 0.05% Add +5.8% 164,779 $12.1M
Retirement Systems of Alabama 0.04% Reduce -1.7% 164,016 $12.0M
Jacobs & Co. 1.03% Add +0.6% 163,091 $12.0M
Pinebridge Investments LLC 0.10% Add +6.5% 159,798 $11.7M
Danica Pension, Livsforsikringsaktieselskab 0.19% Add +6.3% 158,533 $11.6M
Commerce Bank 0.05% Reduce -1.0% 155,545 $11.4M
Welch Group, LLC 0.39% Add +7.3% 153,645 $11.3M
Susquehanna International Group, LLP 0.01% Reduce -22.0% 153,355 $11.2M
Pacer Advisors, Inc. 0.03% Add +3.6% 152,940 $11.2M
QRG Capital Management, Inc. 0.09% Add +15.5% 152,176 $11.2M
Laffer Tengler Investments, Inc. 1.65% Add +2.5% 151,169 $11.1M
Nykredit A/S 0.04% — 151,039 $11.1M
Liontrust Investment Partners LLP 0.16% New 147,903 $10.8M
Lincoln Capital LLC 1.90% Reduce -2.0% 145,935 $10.7M
Cutler Investment Counsel LLC 1.00% Reduce -0.1% 145,301 $10.7M
STRS Ohio 0.04% Reduce -42.8% 143,366 $10.5M
Xponance LLC 0.06% Add +0.9% 142,889 $10.5M
Daiwa Securities Group Inc. 0.02% Add +5.1% 142,424 $10.4M
Windward Capital Management Co. 0.79% Reduce -0.4% 141,815 $10.4M
M. Kraus & Co 2.72% Reduce -0.9% 139,556 $10.2M
Welch & Forbes LLC 0.12% Reduce -1.4% 139,202 $10.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Add +11.0% 139,104 $10.2M
Keybank National Association 0.03% Reduce -7.1% 136,279 $10.0M
Amalgamated Bank 0.07% Reduce -4.9% 135,205 $9.9M
Pathstone Holdings, LLC 0.03% Add +1.1% 134,314 $9.9M
Man Group plc 0.02% Reduce -67.4% 132,068 $9.7M
Kanawha Capital Management LLC 0.63% Reduce -0.8% 131,968 $9.7M
Public Sector Pension Investment Board 0.03% Add +0.2% 130,293 $9.6M
Brevan Howard Capital Management LP 0.14% New 129,967 $9.5M
First Trust Advisors LP 0.01% Reduce -70.5% 128,761 $9.4M
NEOS Investment Management LLC 0.03% Add +13.6% 128,243 $9.4M
SG Americas Securities, LLC 0.01% Add +12.0% 127,691 $9.4M
Captrust Financial Advisors 0.01% Add +3.2% 126,886 $9.3M
Rakuten Investment Management, Inc. 0.03% Add +9.4% 126,039 $9.3M
Ofi Invest Asset Management 0.09% Add +6.4% 141,556 $9.2M
Vanguard Personalized Indexing Management, LLC 0.08% Add +22.4% 125,158 $9.2M
Capital Management Corp. 1.38% Add +13.2% 124,984 $9.2M
MAI Capital Management 0.03% Add +88.1% 122,436 $9.0M
HITE Hedge Asset Management LLC 0.48% New 120,378 $8.8M
ProShare Advisors LLC 0.01% Add +4.6% 119,648 $8.8M
Jupiter Topco LLC 0.00% — 119,219 $8.7M
Voya Investment Management LLC 0.01% Reduce -4.6% 118,607 $8.7M
Utah Retirement Systems 0.08% Reduce -7.1% 118,560 $8.7M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -3.8% 116,812 $8.6M
Weiss Asset Management LP 0.14% New 115,842 $8.5M
Sagefield Capital LP 0.63% Reduce -20.3% 115,568 $8.5M
Assenagon Asset Management S.A. 0.01% Add +275.3% 114,739 $8.4M
Brown Brothers Harriman & Co. 0.04% Add +9.1% 113,812 $8.3M
Cibc World Market Inc. 0.01% Add +211.6% 113,395 $8.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +7.9% 112,704 $8.3M
TrinityBridge Ltd 0.22% Reduce -0.8% 111,504 $8.2M
Mandatum Life Insurance Co Ltd 1.51% No change 111,157 $8.2M
PFA Pension, Forsikringsaktieselskab 0.02% Add +0.6% 110,107 $8.1M
Truist Financial Corp. 0.01% Reduce -1.6% 109,632 $8.0M
New York Life Investment Management LLC 0.06% Reduce -7.0% 108,956 $8.0M
Ethic Inc. 0.10% Add +14.3% 105,396 $7.7M
Hall Laurie J Trustee 2.40% Add +0.1% 105,355 $7.7M
Connecticut Wealth Management, LLC 0.28% Reduce -3.3% 104,814 $7.7M
Crescent Grove Advisors, LLC 0.65% Add +0.0% 104,675 $7.7M
Baird Financial Group, Inc. 0.01% Reduce -15.8% 103,184 $7.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.2% 102,632 $7.5M
Candriam S.C.A. 0.03% Reduce -49.7% 102,505 $7.5M
Storebrand Asset Management As 0.02% Add +13.0% 102,339 $7.5M
D.A. Davidson & Co. 0.04% Reduce -2.8% 102,141 $7.5M
Lighthouse Investment Partners, LLC 0.23% New 100,984 $7.4M
Nissay Asset Management Corp. /Japan 0.03% Add +3.1% 100,534 $7.4M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -22.7% 100,000 $7.3M
Fiduciary Trust Co 0.08% Reduce -2.5% 99,280 $7.3M
Blair William & Co. 0.02% Add +2.6% 98,482 $7.2M
Geneos Wealth Management Inc. 0.15% Reduce -3.2% 98,109 $7.2M
Wealthfront Advisers LLC 0.01% Add +5.4% 97,737 $7.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.5% 97,739 $7.2M
Waters Parkerson & Co., LLC 0.35% Add +3.1% 97,276 $7.1M
IFP Advisors, Inc 0.13% Reduce -14.6% 96,934 $7.1M
Oregon Public Employees Retirement Fund 0.08% Add +6.7% 95,979 $7.0M
South Dakota Investment Council 0.12% No change 94,081 $6.9M
Jefferies Financial Group Inc. 0.07% Reduce -31.7% 94,063 $6.9M
Credit Agricole S A 0.02% Add +18.2% 93,665 $6.9M
Douglass Winthrop Advisors, LLC 0.12% Reduce -1.2% 93,538 $6.9M
Onex Canada Asset Management Inc. 1.04% Add +158.3% 92,487 $6.8M
Callan Family Office, LLC 0.13% Add +3.1% 92,431 $6.8M
Meyer Handelman Co. 0.19% Reduce -5.7% 92,400 $6.8M
Pegasus Asset Management, Inc. 1.90% Add +1.6% 90,967 $6.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.4% 89,737 $6.6M
McMillan Office, Inc. 0.75% No change 88,809 $6.5M
Tufton Capital Management 1.09% Reduce -1.7% 88,589 $6.5M
Baker Ellis Asset Management LLC 0.67% Reduce -0.1% 88,463 $6.5M
Wesleyan Assurance Society 0.33% No change 88,200 $6.5M
Riverview Capital Advisers, LLC 1.85% Reduce -19.4% 87,979 $6.5M
Manning & Napier Advisors LLC 0.08% Add +543.4% 86,813 $6.4M
UniSuper Management Pty Ltd 0.03% Add +18.7% 86,766 $6.4M
American Trust Investment Advisors, LLC 3.14% Reduce -0.6% 86,636 $6.4M
Boothbay Fund Management, LLC 0.12% Add +60.9% 86,529 $6.3M
Macquarie Group Ltd. 0.03% Add +8.2% 86,610 $6.3M
Clifford Swan Investment Counsel LLC 0.20% Reduce -1.7% 86,123 $6.3M
Nordea Investment Management AB 0.01% Add +5.7% 84,874 $6.3M
Federation des caisses Desjardins du Quebec 0.02% Add +27.0% 85,171 $6.2M
OP Asset Management Ltd 0.07% Add +8.2% 83,667 $6.1M
Sanctuary Advisors, LLC 0.03% Add +12.6% 83,049 $6.1M
EDENTREE ASSET MANAGEMENT Ltd 1.85% No change 83,000 $6.1M
NewEdge Advisors, LLC 0.02% Add +43.7% 82,670 $6.1M
Letson Investment Management, Inc. 2.22% Add +0.0% 82,658 $6.1M
Yousif Capital Management, LLC 0.07% Reduce -6.6% 81,547 $6.0M
Waratah Capital Advisors Ltd. 0.46% New 81,468 $6.0M
AdvisorNet Financial, Inc 0.27% Reduce -1.2% 80,587 $5.9M
Mutual of America Capital Management LLC 0.06% Reduce -3.7% 80,484 $5.9M
Bank of Nova Scotia 0.01% Reduce -25.3% 80,337 $5.9M
Stephens Inc. 0.07% Reduce -0.7% 79,500 $5.8M
HM Payson & Co. 0.08% Reduce -6.4% 78,886 $5.8M
Allstate Corp. 0.06% Add +1.4% 78,882 $5.8M
Regions Financial Corp. 0.03% Reduce -13.7% 78,520 $5.8M
HRT Financial LP 0.01% New 78,334 $5.7M
Empowered Funds, LLC 0.03% Add +18.6% 78,067 $5.7M
State of Alaska, Department of Revenue 0.06% Reduce -1.9% 76,499 $5.6M
GAMCO Investors 0.05% Reduce -15.4% 76,120 $5.6M
Soviero Asset Management, LP 2.70% Add +10.1% 76,000 $5.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.9% 75,843 $5.6M
BW Gestao de Investimentos Ltda. 0.13% New 75,744 $5.6M
Rafferty Asset Management, LLC 0.01% Add +47.6% 75,507 $5.5M
Havemeyer Place LP 0.54% New 74,552 $5.5M
Fayez Sarofim & Co 0.01% Reduce -1.2% 73,785 $5.4M
Atria Investments, Inc 0.05% Reduce -15.9% 72,514 $5.3M
Summit Trail Advisors, LLC 0.07% Reduce -24.6% 71,737 $5.3M
AIA Group Ltd 0.06% No change 69,221 $5.1M
Nomura Holdings Inc. 0.02% Add +106.3% 69,075 $5.1M
NorthCrest Asset Manangement, LLC 0.13% Add +4.8% 74,243 $5.0M
Caption Management, LLC 0.18% Reduce -16.8% 66,600 $4.9M
Circle Wealth Management, LLC 0.06% Reduce -1.5% 65,799 $4.8M
Parsons Capital Management Inc. 0.22% Reduce -19.6% 65,579 $4.8M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -1.5% 65,475 $4.8M
Teachers Retirement System of the State of Kentucky 0.03% No change 64,874 $4.8M
Glenmede Trust Co. NA 0.02% Reduce -8.7% 64,063 $4.7M
Daymark Wealth Partners, LLC 0.11% Add +4.7% 63,673 $4.7M
Cohen Capital Management, Inc. 0.63% No change 63,634 $4.7M
Pinnacle Financial Partners, Inc. 0.03% Reduce -9.5% 62,468 $4.6M
Choreo, LLC 0.05% Add +0.9% 62,171 $4.6M
Mizuho Securities USA LLC 0.07% Add +28.7% 61,123 $4.5M
Unisphere Establishment 0.04% New 61,000 $4.5M
SIR Capital Management, L.P. 0.51% Add +9.6% 60,300 $4.4M
Private Advisor Group, LLC 0.02% Reduce -17.6% 60,238 $4.4M
Gilman Hill Asset Management, LLC 0.61% Add +0.9% 59,832 $4.4M
Snowden Capital Advisors LLC 0.10% Reduce -9.0% 59,182 $4.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.9% 57,633 $4.2M
Patten Group, Inc. 0.65% Reduce -0.3% 57,374 $4.2M
Merit Financial Group, LLC 0.03% Add +0.5% 57,321 $4.2M
Gabelli Funds LLC 0.03% Reduce -33.6% 57,170 $4.2M
Clearbridge Investments, LLC 0.00% Reduce -26.3% 57,100 $4.2M
Cresset Asset Management, LLC 0.02% Add +24.2% 56,483 $4.1M
LRI Investments, LLC 0.33% Add +2.2% 55,928 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -12.8% 55,926 $4.1M
Abn Amro Investment Solutions 0.04% Add +44.6% 55,165 $4.0M
Silvercrest Asset Management Group LLC 0.03% Reduce -4.2% 53,986 $4.0M
Caisse Des Depots Et Consignations 0.07% Reduce -0.9% 53,918 $4.0M
Elyxium Wealth, LLC 0.41% New 53,755 $3.9M
Canandaigua National Bank & Trust Co. 0.33% — 53,145 $3.9M
Saudi Central Bank 0.05% Add +88.1% 52,632 $3.9M
Savant Capital, LLC 0.01% Add +18.1% 53,238 $3.8M
Westport Asset Management Inc. 1.57% No change 52,400 $3.8M
NBT Bank, N.A. 0.25% Reduce -1.1% 52,380 $3.8M
Concentric Capital Strategies, LP 0.24% New 52,357 $3.8M
Oppenheimer & Co. Inc. 0.04% Add +7.4% 52,268 $3.8M
New Age Alpha Advisors, LLC 0.16% Add +146.0% 51,270 $3.8M
SteelPeak Wealth, LLC 0.10% New 51,154 $3.8M
JB Capital LLC 0.13% Reduce -0.8% 51,101 $3.7M
Huntington National Bank 0.02% Reduce -1.5% 50,216 $3.7M
Jump Financial, LLC 0.04% New 49,774 $3.7M
Kentucky Retirement Systems 0.09% New 49,565 $3.6M
Lido Advisors, LLC 0.01% Add +8.8% 49,498 $3.6M
J.P. Marvel Investment Advisors, LLC 0.41% Add +1.4% 49,146 $3.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -1.1% 48,815 $3.6M
Nwam LLC 0.18% Add +153.9% 48,769 $3.6M
Sargent Investment Group, LLC 0.43% Reduce -0.9% 48,575 $3.6M
&partners 0.01% Add +6.2% 48,409 $3.6M
Generali Asset Management SPA SGR 0.06% Add +16.6% 48,323 $3.5M
Mirabella Financial Services LLP 0.37% Reduce -15.1% 48,125 $3.5M
Investment Management Corp of Ontario 0.04% Reduce -11.6% 47,974 $3.5M
Erste Asset Management GmbH 0.03% Add +421.5% 47,859 $3.5M
HB Wealth Management, LLC 0.02% Add +10.3% 47,436 $3.5M
Delta Capital Management LLC 1.61% Reduce -0.1% 47,035 $3.5M
Monarch Capital Management Inc. 0.79% Add +0.2% 46,960 $3.4M
Simplex Trading, LLC 0.09% New 46,850 $3.4M
Steward Partners Investment Advisory, LLC 0.02% Add +6.2% 46,741 $3.4M
Crossmark Global Holdings, Inc. 0.04% Add +1.8% 46,481 $3.4M
Norinchukin Bank, The 0.03% Reduce -5.1% 46,222 $3.4M
Cohen Klingenstein LLC 0.10% No change 45,668 $3.3M
Capital Group Investment Management Pte. LTD. 0.50% Reduce -9.2% 45,339 $3.3M
Venture Visionary Partners LLC 0.09% Reduce -0.1% 44,617 $3.3M
YHB Investment Advisors, Inc. 0.21% Reduce -0.2% 44,381 $3.3M
Beacon Pointe Advisors, LLC 0.02% Reduce -18.8% 44,246 $3.2M
Ally Financial Inc. 0.42% Add +91.3% 44,000 $3.2M
Westbourne Investments, Inc. 1.32% New 43,970 $3.2M
Argent Trust Co 0.09% Add +1.0% 43,627 $3.2M
Hartford Investment Management Co. 0.09% Reduce -3.7% 43,145 $3.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.5% 42,830 $3.1M
Heritage Investors Management Corp. 0.09% Reduce -5.7% 42,702 $3.1M
MFG Wealth Management, Inc. 2.24% New 42,691 $3.1M
Maryland State Retirement & Pension System 0.05% Add +6.2% 42,275 $3.1M
Pinnacle Associates Ltd. 0.03% Reduce -3.6% 42,017 $3.1M
EP Wealth Advisors, LLC 0.01% Add +13.7% 41,993 $3.1M
Arete Wealth Advisors, LLC 0.20% Reduce -1.0% 41,614 $3.1M
Vestmark Advisory Solutions, Inc. 0.03% Add +3.2% 41,267 $3.0M
Pinnbrook Capital Management LP 0.50% New 41,000 $3.0M
Bleakley Financial Group, LLC 0.04% Add +3.9% 40,689 $3.0M
J.W. Cole Advisors, Inc. 0.05% Reduce -0.7% 40,258 $3.0M
Fideuram Asset Management (Ireland) dac 0.06% Reduce -7.6% 43,240 $3.0M
Orion Porfolio Solutions, LLC 0.02% Add +21.6% 40,022 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.81% No change 40,000 $2.9M
Louisiana State Employees Retirement System 0.04% Reduce -0.3% 39,900 $2.9M
United Capital Financial Advisors, LLC 0.02% Add +8.8% 39,552 $2.9M
New Mexico Educational Retirement Board 0.07% Add +7.1% 39,117 $2.9M
FinArc Investments, Inc. 2.58% Add +2.7% 38,837 $2.8M
Dearborn Partners LLC 0.16% Add +0.0% 38,437 $2.8M
Poehling Capital Management, INC. 0.60% Reduce -0.6% 38,026 $2.8M
Sand Hill Global Advisors, LLC 0.08% New 37,922 $2.8M
Sequoia Financial Advisors, LLC 0.01% Add +21.7% 37,802 $2.8M
Delta Financial Advisors LLC 0.65% Reduce -1.1% 37,361 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Add +3.7% 37,958 $2.7M
TD Waterhouse Canada Inc. 0.01% Add +11.8% 37,907 $2.7M
GPM Growth Investors, Inc. 1.14% Reduce -11.7% 37,214 $2.7M
Squarepoint Ops LLC 0.01% Add +77.8% 37,131 $2.7M
Van Eck Associates Corp. 0.00% Reduce -2.0% 37,072 $2.7M
GAMMA Investing LLC 0.10% Add +27.3% 36,910 $2.7M
Thrivent Financial for Lutherans 0.00% Add +18.1% 36,772 $2.7M
Carmel Capital Partners, LLC 0.89% Reduce -29.0% 36,760 $2.7M
Blue Square Asset Management, LLC 1.09% Add +0.5% 36,710 $2.7M
Siemens Fonds Invest GmbH 0.13% Reduce -7.4% 36,552 $2.7M
Trust Co. of Vermont 0.10% — 36,448 $2.7M
Essex Financial Services, Inc. 0.13% Reduce -8.0% 36,272 $2.7M
Allianz SE 0.03% No change 36,084 $2.6M
Perigon Wealth Management, LLC 0.04% Add +1.7% 36,068 $2.6M
Arax Advisory Partners 0.02% Add +299.2% 36,045 $2.6M
AG2R La Mondiale Gestion D'actifs 0.10% Reduce -3.0% 36,039 $2.6M
E. Ohman J:or Asset Management AB 0.06% Add +37.5% 35,534 $2.6M
Hancock Whitney Corp. 0.04% Reduce -31.2% 35,418 $2.6M
Allianz Asset Management GmbH 0.00% Reduce -23.9% 34,974 $2.6M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -6.8% 37,134 $2.5M
Vise Technologies, Inc. 0.03% Add +55.0% 34,332 $2.5M
Diversified Trust Co. 0.04% Add +84.5% 34,061 $2.5M
Park Avenue Securities LLC 0.02% Reduce -3.2% 34,062 $2.5M
Goelzer Investment Management, Inc. 0.11% Reduce -0.5% 33,156 $2.4M
Advisory Services Network, LLC 0.03% Add +26.7% 32,987 $2.4M
Daiichi Life Insurance Co., Ltd. 0.06% Add +74.3% 32,731 $2.4M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.52% Add +25.0% 32,601 $2.4M
Dockside LLC 0.56% — 32,496 $2.4M
Lee Danner & Bass Inc. 0.14% Reduce -0.5% 32,461 $2.4M
Robeco Institutional Asset Management B.V. 0.00% Reduce -14.9% 32,141 $2.4M
Laird Norton Wetherby Trust Company, LLC 0.05% Add +0.6% 32,139 $2.4M
Cunning Capital Partners, LP 0.94% No change 31,613 $2.3M
Broad Peak Investment Advisers Pte Ltd 0.42% New 31,400 $2.3M
Econ Financial Services Corp 1.06% New 30,863 $2.3M
Metis Global Partners, LLC 0.05% Add +10.0% 30,821 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +10.0% 30,793 $2.3M
MUFG Securities EMEA plc 0.02% Reduce -5.1% 30,559 $2.2M
Williams Jones Wealth Management, LLC. 0.03% Reduce -12.8% 30,424 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +4.5% 30,288 $2.2M
Integrated Wealth Concepts LLC 0.01% Add +18.8% 30,124 $2.2M
Somerville Kurt F 0.53% Reduce -30.6% 30,105 $2.2M
Wedbush Securities Inc. 0.06% Reduce -1.3% 29,996 $2.2M
Whittier Trust Co. 0.02% Reduce -3.0% 31,350 $2.2M
Nilsine Partners, LLC 0.15% New 29,804 $2.2M
Bessemer Group Inc. 0.00% Add +6.8% 29,462 $2.2M
Empirical Finance, LLC 0.09% Add +3.2% 29,054 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +11.1% 28,930 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.4% 28,406 $2.1M
Hemenway Trust Co LLC 0.14% Reduce -79.7% 28,109 $2.1M
Capital Group Private Client Services, Inc. 0.03% Reduce -9.1% 27,954 $2.1M
Raiffeisen Bank International AG 0.02% Reduce -3.8% 27,896 $2.0M
Elevation Point Wealth Partners, LLC 0.04% Add +7.3% 27,773 $2.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -13.1% 27,373 $2.0M
Van Hulzen Asset Management, LLC 0.14% Reduce -0.2% 27,162 $2.0M
Cullinan Associates Inc. 0.15% Reduce -5.8% 27,045 $2.0M
Liberty Capital Management, Inc. 0.34% — 26,874 $2.0M
Evercore Wealth Management, LLC 0.03% No change 26,396 $1.9M
Systematic Alpha Investments, LLC 0.05% No change 25,789 $1.9M
Simplicity Wealth,LLC 0.06% New 25,557 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +1.9% 25,510 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Add +6.8% 25,418 $1.9M
Stance Capital LLC 0.57% Add +1.7% 25,385 $1.9M
Benjamin Edwards Inc. 0.02% Reduce -2.9% 25,370 $1.9M
Concurrent Investment Advisors, LLC 0.02% Add +4.1% 25,267 $1.9M
Clarus Wealth Advisors 0.71% Add +3.6% 27,744 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.4% 25,032 $1.8M
Clearstead Advisors, LLC 0.02% Reduce -0.8% 24,989 $1.8M
Personal Cfo Solutions, LLC 0.26% Add +1.0% 24,912 $1.8M
Kintegral Advisory, LLC 0.15% No change 24,729 $1.8M
Modera Wealth Management, LLC 0.02% Reduce -1.1% 24,657 $1.8M
IMA Advisory Services, Inc. 0.11% Reduce -2.9% 24,610 $1.8M
Meeder Advisory Services, Inc. 0.07% Add +1.0% 24,511 $1.8M
Flow Traders U.S. LLC 0.07% Add +122.7% 24,360 $1.8M
Brookfield Corp 0.00% Reduce -21.2% 24,271 $1.8M
Banque Cantonale Vaudoise 0.08% Add +7.2% 24,272 $1.8M
TD Private Client Wealth LLC 0.03% Reduce -11.3% 24,126 $1.8M
Ridgewood Investments LLC 0.66% Add +12.9% 24,063 $1.8M
Florida Trust Wealth Management Co 0.04% Reduce -0.5% 24,029 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -12.9% 23,637 $1.7M
Mufg Securities Americas Inc. 0.09% Add +8.2% 23,515 $1.7M
North Dakota State Investment Board 0.07% Add +2.6% 23,345 $1.7M
Glenview Trust Co 0.02% Reduce -7.7% 23,318 $1.7M
Carnegie Investment Counsel 0.03% Reduce -9.4% 23,291 $1.7M
Massachusetts Wealth Management 0.65% Add +1.6% 23,110 $1.7M
Souders Financial Advisors 0.17% Reduce -3.8% 23,026 $1.7M
Moors & Cabot, Inc. 0.06% Reduce -0.8% 22,764 $1.7M
Johnson Investment Counsel Inc. 0.01% Reduce -9.4% 22,693 $1.7M
Citizens Financial Group Inc. 0.02% Add +7.9% 22,637 $1.7M
Crews Bank & Trust 0.22% Reduce -0.5% 22,459 $1.6M
Farther Finance Advisors, LLC 0.01% Add +6.0% 22,325 $1.6M
Ameritas Advisory Services, LLC 0.03% New 22,256 $1.6M
Beese Fulmer Investment Management, Inc. 0.09% Add +0.6% 22,219 $1.6M
Elevatus Welath Management 0.40% New 22,218 $1.6M
Arvest Investments, Inc. 0.20% Add +10.8% 22,082 $1.6M
AMG National Trust Bank 0.03% Reduce -46.4% 22,028 $1.6M
IMC-Chicago, LLC 0.01% New 21,960 $1.6M
First Heartland Consultants, Inc. 0.10% Reduce -21.4% 21,939 $1.6M
Osmosis Investment Management UK Ltd 0.07% Reduce -62.9% 21,923 $1.6M
Bridges Investment Management Inc. 0.02% Add +6.0% 21,841 $1.6M
Bollard Group LLC 0.05% Add +0.3% 21,793 $1.6M
Principle Wealth Partners LLC 0.08% Reduce -14.7% 21,648 $1.6M
Carlson Financial, Inc. 0.80% Reduce -0.8% 21,429 $1.6M
Praxis Investment Management Inc. 0.08% No change 21,394 $1.6M
Pettyjohn, Wood & White, Inc. 0.23% Reduce -6.2% 21,307 $1.6M
Harmony Asset Management LLC 0.42% Reduce -4.3% 21,257 $1.6M
Wellington Management Group LLP 0.00% Add +6.7% 21,185 $1.6M
Curbstone Financial Management Corp 0.26% Add +0.1% 21,128 $1.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +2.3% 21,018 $1.5M
CENTRAL TRUST Co 0.03% Reduce -3.5% 21,018 $1.5M
Caprock Group, LLC 0.03% Add +133.5% 20,972 $1.5M
Guidance Capital, Inc. 0.33% Add +0.3% 22,031 $1.5M
Greenleaf Trust 0.01% Add +1.2% 20,826 $1.5M
Verition Fund Management LLC 0.01% Reduce -73.8% 20,659 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +32.7% 20,627 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -1.5% 20,569 $1.5M
Penobscot Investment Management Company, Inc. 0.10% Reduce -0.4% 20,565 $1.5M
Apollon Wealth Management, LLC 0.02% Add +2.3% 20,536 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% New 20,506 $1.5M
InTrack Investment Management Inc 0.74% Reduce -0.7% 20,479 $1.5M
Neville Rodie & Shaw Inc. 0.10% No change 20,473 $1.5M
Essex Investment Management Co. LLC 0.20% No change 20,458 $1.5M
Holderness Investments Co. 0.25% Add +4.1% 20,360 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +0.8% 20,336 $1.5M
MASTERINVEST Kapitalanlage GmbH 0.13% Add +0.0% 20,257 $1.5M
NewEdge Wealth, LLC 0.01% Add +7.7% 20,231 $1.5M
Composition Wealth, LLC 0.02% Reduce -13.4% 20,200 $1.5M
Woodstock Corp. 0.12% Reduce -4.2% 20,164 $1.5M
Hunter Associates Investment Management LLC 0.17% Reduce -3.2% 20,129 $1.5M
Ballentine Partners, LLC 0.02% Add +17.1% 20,060 $1.5M
SummitTX Capital, L.P. 0.04% New 19,864 $1.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +12.4% 19,688 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -2.7% 20,747 $1.4M
Elo Mutual Pension Insurance Co 0.02% New 19,390 $1.4M
Integrity Alliance, Llc. 0.04% Add +130.7% 19,374 $1.4M
Principal Securities, Inc. 0.02% Reduce -14.6% 19,190 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +19.5% 19,189 $1.4M
Cascade Investment Advisors, Inc. 0.76% Reduce -1.6% 19,033 $1.4M
Arthur M. Cohen & Associates, LLC 0.22% No change 19,000 $1.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% Reduce -6.3% 18,963 $1.4M
ICW Investment Advisors LLC 0.49% Reduce -0.4% 18,918 $1.4M
Patten & Patten Inc. 0.07% No change 18,626 $1.4M
Burney Co./ 0.04% Reduce -39.2% 18,615 $1.4M
Dynamic Technology Lab Private Ltd 0.30% New 18,593 $1.4M
Wahed Invest LLC 0.14% Reduce -7.3% 18,583 $1.4M
Waverly Advisors, LLC 0.01% Reduce -1.3% 18,518 $1.4M
Brighton Jones LLC 0.03% Add +5.4% 18,433 $1.4M
Garrison Point Advisors, LLC 0.55% Reduce -0.8% 18,415 $1.4M
Ritholtz Wealth Management 0.02% Add +9.5% 18,167 $1.3M
V-Square Quantitative Management LLC 0.13% Add +5.3% 18,087 $1.3M
Choate Investment Advisors 0.02% Reduce -2.6% 18,058 $1.3M
Rydar Equities, Inc. 0.74% Add +15.3% 19,184 $1.3M
Birch Hill Investment Advisors LLC 0.05% No change 17,891 $1.3M
Crestwood Advisors Group, LLC 0.02% Add +7.0% 17,778 $1.3M
Balyasny Asset Management L.P. 0.00% Add +51.0% 17,711 $1.3M
Verdence Capital Advisors LLC 0.07% Reduce -6.0% 17,708 $1.3M
Tema ETFs LLC 0.04% Add +10.0% 17,567 $1.3M
Mission Wealth Management, LP 0.02% Add +106.8% 17,509 $1.3M
Canada Post Corp Registered Pension Plan 0.04% No change 17,464 $1.3M
Lecap Asset Management Ltd. 0.55% New 17,433 $1.3M
Burling Wealth Partners, LLC 0.19% No change 17,425 $1.3M
Quadrant Capital Group LLC 0.04% Reduce -1.3% 17,420 $1.3M
Bluebird Wealth Management LLC 1.10% New 17,367 $1.3M
Global Retirement Partners, LLC 0.02% — 17,289 $1.3M
Signaturefd, LLC 0.02% Add +3.2% 17,232 $1.3M
Horizon Investments, LLC 0.01% Reduce -7.1% 17,243 $1.3M
Home Federal Bank of Tennessee 0.27% Add +1.8% 17,172 $1.3M
Nicolet Bankshares Inc. 0.04% Reduce -3.3% 17,710 $1.3M
North Star Investment Management Corp. 0.07% Add +0.1% 16,879 $1.2M
Wedmont Private Capital 0.03% Add +2.8% 17,840 $1.2M
Headinvest, LLC 0.23% Reduce -1.9% 16,782 $1.2M
Curi Capital, LLC 0.02% Add +4.2% 16,727 $1.2M
Evergreen Capital Management LLC 0.02% Add +6.9% 16,640 $1.2M
Arwa LLC 0.51% Add +61.9% 17,570 $1.2M
Parallel Advisors, LLC 0.02% Add +8.0% 16,587 $1.2M
CHICAGO TRUST Co NA 0.18% Add +3.1% 16,520 $1.2M
Salem Investment Counselors Inc. 0.03% Reduce -1.2% 16,445 $1.2M
ExodusPoint Capital Management, LP 0.01% Reduce -94.8% 16,349 $1.2M
Wealth Enhancement Trust Services, Inc. 0.13% Add +1.2% 16,323 $1.2M
Equitable Holdings, Inc. 0.01% Add +6.2% 16,294 $1.2M
Sciencast Management LP 0.25% New 16,137 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -8.3% 15,965 $1.2M
Farmers & Merchants Investments Inc. 0.03% Reduce -0.7% 15,943 $1.2M
Jacobi Capital Management LLC 0.06% Reduce -5.8% 15,721 $1.2M
Trust Co. of Toledo NA 0.10% Add +3.4% 15,664 $1.1M
Eastern Bank 0.02% Reduce -0.1% 15,631 $1.1M
Romano Brothers and Company 0.12% No change 15,607 $1.1M
ING Groep NV 0.01% New 15,494 $1.1M
Prudential PLC 0.01% Reduce -66.6% 15,479 $1.1M
Soltis Investment Advisors LLC 0.06% Add +6.7% 15,338 $1.1M
Coldstream Capital Management Inc. 0.01% Add +13.9% 15,198 $1.1M
AE Wealth Management LLC 0.01% Add +17.5% 15,105 $1.1M
Kingsview Wealth Management, LLC 0.01% Reduce -0.2% 15,074 $1.1M
Quotient Wealth Partners, LLC 0.03% Add +2.1% 15,039 $1.1M
Landmark Wealth Management, LLC 0.26% Add +25.0% 15,010 $1.1M
Summit Financial, LLC 0.01% Add +3.7% 14,958 $1.1M
Everett Harris & Co. 0.01% Add +5.3% 14,888 $1.1M
Prescott Group Capital Management, L.L.C. 0.09% No change 14,867 $1.1M
Wealth Science Advisors LLC 0.48% Add +2202.8% 14,738 $1.1M
Vestcor Inc 0.03% No change 14,728 $1.1M
Westhampton Capital, LLC 0.45% Reduce -1.0% 14,667 $1.1M
Kraematon Investment Advisors, Inc. 0.80% Reduce -0.6% 14,643 $1.1M
Edgestream Partners, L.P. 0.03% New 14,549 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +3.2% 14,494 $1.1M
Fortress Private Ledger, LLC 0.29% Add +94.5% 14,483 $1.1M
Curated Wealth Partners LLC 0.12% Add +2.8% 14,463 $1.1M
Ar Asset Management Inc. 0.19% No change 14,300 $1.0M
Wendell David Associates Inc. 0.11% Reduce -0.9% 14,286 $1.0M
Sivia Capital Partners, LLC 0.13% No change 14,259 $1.0M
Hartline Investment Corp./ 0.09% Reduce -0.6% 14,184 $1.0M
Lakewood Asset Management LLC 0.57% Add +8.2% 14,162 $1.0M
Azzad Asset Management Inc. 0.09% Reduce -31.4% 14,068 $1.0M
Trueblood Wealth Management, LLC 0.36% Add +0.2% 13,997 $1.0M
Lipe & Dalton 0.48% Reduce -2.3% 13,962 $1.0M
Fifth Third Wealth Advisors LLC 0.03% Add +22.2% 13,859 $1.0M
Texas Bank & Trust Co 0.33% Add +4.6% 13,787 $1.0M
CX Institutional 0.03% Reduce -2.0% 13,771 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -36.9% 13,769 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +3.7% 13,655 $1.0M
Montag A & Associates Inc. 0.04% No change 13,578 $996K
Schnieders Capital Management, Llc. 0.13% Reduce -25.3% 13,516 $991K
Advisors Asset Management, Inc. 0.02% Add +9.6% 13,462 $987K
Waterford Advisors, LLC 0.27% No change 13,381 $981K
Lazard Freres Gestion S.A.S. 0.02% No change 13,365 $980K
Valley Brook Capital Group, Inc. 0.55% Reduce -2.6% 13,268 $973K
Iron Gate Global Advisors LLC 0.09% No change 13,211 $969K
Pring Turner Capital Group Inc. 0.56% No change 15,150 $969K
Caldwell Trust Co 0.08% Reduce -2.3% 13,182 $967K
Ausdal Financial Partners, Inc. 0.04% Add +4.4% 13,154 $965K
HBK Sorce Advisory LLC 0.02% Add +1.6% 14,742 $965K
N.E.W. Advisory Services LLC 0.06% Add +0.0% 13,109 $962K
TCW Group Inc. 0.01% Add +0.4% 13,056 $958K
Harbor Advisors LLC 0.12% No change 13,000 $954K
Marble Harbor Investment Counsel, LLC 0.10% Reduce -13.2% 12,963 $951K
Dakota Wealth Management 0.02% Reduce -3.0% 12,950 $950K
Rossmore Private Capital 0.08% No change 12,944 $949K
Twinbeech Capital LP 0.17% Reduce -81.0% 12,942 $949K
UMB Bank, n.a. 0.01% Add +0.3% 12,912 $947K
Barden Capital Management, Inc. 0.87% Reduce -30.6% 12,821 $940K
Frec Markets, Inc. 0.08% Add +105.7% 12,811 $940K
Auto-Owners Insurance Co 0.02% No change 12,787 $938K
Rexford Capital Inc. 0.57% Add +0.2% 12,699 $931K
Freestone Capital Holdings, LLC 0.02% Add +0.6% 12,674 $930K
Bar Harbor Wealth Management 0.05% No change 12,651 $928K
Excalibur Management Corp. 0.30% Reduce -0.2% 12,565 $922K
SHP Wealth Management 0.06% Add +17.9% 12,560 $921K
Estabrook Capital Management 0.12% Reduce -2.3% 12,542 $920K
ELCO Management Co., LLC 0.40% Add +0.1% 12,524 $919K
Roberts Glore & Co. Inc. 0.23% Reduce -3.2% 12,522 $918K
Banque Transatlantique SA 0.02% Add +5.3% 16,989 $917K
Means Investment Co., Inc. 0.07% Reduce -1.0% 12,488 $916K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +9.6% 12,457 $914K
Aptus Capital Advisors, LLC 0.01% Add +1.3% 12,435 $912K
World Investment Advisors 0.02% Reduce -2.6% 13,951 $910K
Benedict Financial Advisors Inc. 0.18% Reduce -1.3% 12,400 $910K
Moneta Group Investment Advisors LLC 0.01% Add +6.2% 12,396 $909K
Malaga Cove Capital, LLC 0.29% Reduce -5.3% 12,321 $904K
Focus Partners Advisor Solutions, LLC 0.01% Add +59.2% 12,297 $902K
Savvy Advisors, Inc. 0.02% Reduce -1.6% 12,232 $897K
Rothschild Investment LLC 0.03% Add +18.8% 12,172 $893K
WASHINGTON TRUST Co 0.03% Add +0.8% 12,143 $891K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.4% 12,020 $882K
Compass Wealth Management LLC 0.17% Reduce -0.2% 12,017 $881K
Meridian Management Co. 0.20% No change 12,000 $880K
J. Safra Sarasin Holding AG 0.01% No change 15,618 $879K
Naples Global Advisors, LLC 0.05% Add +0.1% 11,966 $878K
Two Sigma Securities, LLC 0.08% Reduce -60.1% 11,957 $877K
Private Trust Co. NA 0.07% Add +0.2% 11,892 $872K
Rehmann Capital Advisory Group 0.04% Reduce -0.7% 11,885 $872K
Bragg Financial Advisors, Inc 0.02% Add +0.2% 11,839 $868K
Chicago Capital, LLC 0.02% No change 11,828 $868K
Oak Thistle LLC 0.08% New 11,813 $866K
Cary Street Partners Financial LLC 0.02% Reduce -6.3% 11,810 $866K
Flputnam Investment Management Co. 0.01% Reduce -10.5% 11,807 $866K
American Century Companies Inc. 0.00% Reduce -64.4% 11,797 $865K
VestGen Advisors, LLC 0.03% Add +8.7% 11,746 $862K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.7% 11,743 $861K
Ingalls & Snyder LLC 0.02% Reduce -1.8% 11,669 $856K
Great Diamond Partners, LLC 0.15% Add +6.4% 11,596 $851K
Allred Capital Management, LLC 0.28% Add +0.0% 11,507 $844K
Core Wealth Partners LLC 0.36% Add +0.1% 11,458 $840K
Sigma Planning Corp 0.02% Add +2.4% 11,452 $840K
Washington Capital Management, Inc. 0.55% New 11,300 $829K
Chicago Partners Investment Group LLC 0.02% Add +44.2% 11,922 $824K
Columbia Asset Management 0.14% No change 11,226 $823K
Scotia Capital Inc. 0.00% Reduce -2.0% 11,219 $823K
Proffitt & Goodson Inc. 0.11% Add +7.4% 11,214 $823K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% Reduce -1.5% 11,161 $819K
Wealthspire Advisors, LLC 0.00% Add +101.6% 11,098 $814K
Plato Investment Management Ltd 0.05% No change 11,159 $814K
Hartford Financial Management Inc. 0.18% No change 11,050 $810K
One Wealth Advisors, LLC 0.09% Add +0.4% 11,046 $810K
OpenArc Corporate Advisory, LLC 0.01% Add +8.1% 11,016 $808K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.3% 10,965 $805K
KCM Investment Advisors LLC 0.02% Add +41.6% 10,917 $801K
Central Pacific Bank - Trust Division 0.08% Reduce -4.4% 10,845 $795K
Baldwin Investment Management, LLC 0.08% Reduce -1.4% 10,790 $791K
Milestone Asset Management Group, LLC 0.40% No change 10,782 $791K
Mutual Advisors, LLC 0.01% Add +0.7% 10,782 $791K
Syon Capital LLC 0.03% Add +8.9% 10,776 $790K
Family Legacy Financial Solutions, LLC 0.48% Reduce -42.3% 10,743 $788K
Resonant Capital Advisors, LLC 0.04% Add +0.9% 10,672 $783K
Medallion Wealth Advisors, LLC 0.24% Reduce -17.6% 10,530 $772K
Smartleaf Asset Management LLC 0.03% No change 10,473 $769K
Mather Group, Llc. 0.01% Add +2.8% 10,477 $768K
Generali Investments, Management Co LLC 0.17% Add +321.2% 10,449 $766K
Beck Mack & Oliver LLC 0.01% No change 10,394 $762K
Axq Capital, LP 0.08% New 10,314 $757K
Bull Street Advisors, LLC 0.35% No change 10,301 $756K
Private Wealth Asset Management, LLC 0.07% No change 10,264 $753K
Northwest & Ethical Investments L.P. 0.02% Reduce -44.2% 10,229 $750K
Sagespring Wealth Partners, LLC 0.01% Add +1.6% 10,183 $747K
Tower View Wealth Management LLC 0.33% Reduce -11.7% 10,178 $747K
Riverwater Partners LLC 0.22% Reduce -16.9% 10,157 $745K
Avestar Capital, LLC 0.04% Add +0.3% 10,117 $742K
Intech Investment Management LLC 0.01% Reduce -50.8% 10,054 $737K
Hartree Partners, LP 0.16% New 10,000 $734K
Sawgrass Asset Management LLC 0.10% Reduce -3.5% 9,925 $728K
Tower Research Capital LLC (TRC) 0.02% Add +6.0% 9,922 $728K
IHT Wealth Management, LLC 0.02% Add +3.9% 9,910 $727K
Tower Bridge Advisors 0.07% Reduce -4.4% 9,904 $726K
Rialto Wealth Management, LLC 0.14% Reduce -0.7% 9,804 $719K
Fidelis Capital Partners, LLC 0.04% Add +7.4% 9,803 $719K
Boyd Watterson Asset Management LLC 0.19% Reduce -1.5% 9,764 $716K
Investment Advisory Services Inc. /TX 0.21% Add +0.0% 9,738 $714K
Axxcess Wealth Management, LLC 0.01% New 9,727 $714K
Laurel Wealth Advisors LLC 0.07% No change 9,725 $713K
St. Louis Trust Co 0.08% No change 6,000 $711K
City Holding Co. 0.08% Reduce -4.4% 9,681 $710K
Busey Bank 0.02% Reduce -1.3% 9,663 $709K
Independent Advisor Alliance 0.02% Reduce -2.9% 9,656 $708K
Resources Management Corp. /CT/ 0.09% No change 9,633 $707K
Sage Investment Advisers LLC 0.47% Add +1.1% 9,600 $704K
Ledyard National Bank 0.06% Add +0.0% 9,594 $704K
Arkadios Wealth Advisors 0.01% Add +6.8% 9,587 $703K
Flagship Harbor Advisors, LLC 0.03% Add +47.3% 9,511 $698K
HUB Investment Partners, LLC 0.01% Add +12.9% 9,489 $696K
Tandem Financial, LLC 0.22% Add +0.0% 9,387 $689K
LVW Advisors, LLC 0.06% Add +1.4% 9,328 $684K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -2.8% 9,304 $682K
Groupama Asset Managment 0.01% Add +80.3% 9,291 $682K
Burns J W & Co. Inc. 0.07% Reduce -0.5% 9,253 $679K
Transcend Capital Advisors, LLC 0.05% Add +12.0% 9,239 $678K
Old National Bancorp 0.01% Add +54.8% 9,203 $675K
Wealth Alliance, LLC 0.06% Reduce -2.8% 9,201 $675K
First Bank & Trust 0.10% Reduce -5.3% 9,171 $673K
Harbour Investments, Inc. 0.01% Reduce -0.5% 9,064 $665K
Simmons Bank 0.04% Reduce -5.7% 9,026 $662K
GC Wealth Management RIA, LLC 0.04% Reduce -6.6% 8,976 $658K
1ST Source Bank 0.03% Reduce -0.1% 8,969 $658K
Guggenheim Capital LLC 0.00% Add +15.2% 8,933 $655K
Carret Asset Management, LLC 0.06% Add +0.9% 8,933 $655K
Apella Capital, LLC 0.01% Add +2.5% 9,512 $653K
Prudent Man Advisors, LLC 0.15% Add +12.5% 8,890 $652K
Integrated Advisors Network LLC 0.03% Add +48.2% 8,885 $652K
Fiduciary Group, LLC 0.05% No change 8,872 $651K
Alps Advisors Inc. 0.00% New 8,823 $647K
Level Four Advisory Services, LLC 0.02% Reduce -14.9% 8,811 $646K
RiverFront Investment Group, LLC 0.01% New 8,768 $643K
Valeo Financial Advisors, LLC 0.01% Add +10.4% 8,707 $639K
Warner Group LLC 0.16% Add +99.0% 8,700 $638K
Checchi Capital Advisers, LLC 0.04% Add +1.5% 8,688 $637K
RFG - Bristol Wealth Advisors, LLC 0.15% Add +0.1% 8,596 $631K
Compound Planning, Inc. 0.02% Add +16.3% 8,586 $630K
Drexel Morgan & Co. 0.09% No change 8,578 $629K
River Wealth Advisors LLC 0.07% No change 8,518 $625K
Pine Valley Investments Ltd Liability Co 0.03% Add +0.4% 8,500 $623K
PFG Investments, LLC 0.02% Add +17.3% 8,492 $623K
NorthRock Partners, LLC 0.01% Add +0.1% 8,439 $619K
Prospera Financial Services Inc 0.01% Add +13.2% 8,390 $616K
Phoenix Financial Ltd. 0.00% Reduce -3.3% 8,369 $614K
Engineers Gate Manager LP 0.01% New 8,361 $613K
Mgo One Seven LLC 0.01% Add +7.4% 8,348 $612K
Advisory Alpha, LLC 0.01% Add +14.3% 8,311 $610K
Sky Investment Group LLC 0.10% Reduce -2.9% 8,304 $609K
Shakespeare Wealth Management, LLC 0.16% No change 8,285 $608K
Advisor OS, LLC 0.04% Reduce -35.7% 8,256 $606K
Pointe Capital Management LLC 0.27% No change 8,223 $603K
Dorsey & Whitney Trust CO LLC 0.03% Add +20.8% 8,187 $601K
Dover Advisors, LLC 0.24% No change 11,256 $595K
Axxion S.A. 0.04% — 8,106 $595K
Wealthcare Advisory Partners LLC 0.01% Reduce -15.6% 8,081 $593K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.4% 8,064 $591K
Zions Bancorporation, National Association 0.04% Reduce -1.9% 8,056 $591K
Nautilus Advisors LLC 0.35% Add +0.9% 8,506 $590K
Landscape Capital Management, L.L.C. 0.04% New 7,986 $586K
FSM Wealth Advisors, LLC 0.06% Add +0.8% 7,981 $585K
Kingswood Wealth Advisors, LLC 0.02% Reduce -31.9% 7,909 $580K
Rwa Wealth Partners, LLC 0.01% Add +81.9% 7,874 $578K
Financial Perspectives, Inc 0.14% No change 7,828 $574K
First National Bank of Omaha 0.02% Reduce -8.2% 7,814 $574K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -2.5% 7,793 $572K
New England Research & Management, Inc. 0.22% Reduce -2.8% 7,700 $565K
Stoneridge Investment Partners LLC 0.37% Reduce -71.7% 9,126 $564K
First Western Trust Bank 0.03% No change 7,688 $564K
Courier Capital LLC 0.03% Reduce -0.5% 7,646 $561K
Webster Bank, N. A. 0.05% Reduce -1.9% 7,631 $560K
Atwood & Palmer Inc. 0.03% No change 7,607 $558K
Profund Advisors LLC 0.02% Add +2.4% 7,564 $555K
Fortune Financial Advisors, LLC 0.24% Add +2.7% 7,503 $550K
USS Investment Management Ltd 0.00% Reduce -60.3% 7,490 $549K
Proficio Capital Partners LLC 0.02% New 7,478 $548K
Ascent Group, LLC 0.02% Add +8.1% 7,443 $546K
Americana Partners, LLC 0.01% Add +10.8% 7,432 $545K
CFO4Life Group, LLC 0.07% Reduce -7.6% 7,432 $545K
Moody National Bank Trust Division 0.04% Add +3.6% 7,399 $543K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -3.9% 7,391 $542K
Grey Ledge Advisors, LLC 0.11% Add +40.6% 7,340 $538K
Fishman Jay A Ltd. 0.04% Reduce -1.4% 7,300 $535K
Catalyst Funds Management Pty Ltd 0.03% Add +32.3% 7,300 $535K
Piscataqua Savings Bank 0.36% Reduce -1.1% 7,294 $535K
Rockland Trust Co. 0.02% Reduce -3.3% 7,285 $534K
Shelton Capital Management 0.01% Reduce -3.8% 7,285 $534K
Cigna Investments Inc. 0.07% Reduce -2.4% 7,272 $534K
Fruth Investment Management 0.13% Reduce -0.7% 7,231 $530K
Rodgers Brothers Inc. 0.05% Reduce -3.3% 7,164 $525K
Montecito Bank & Trust 0.08% Reduce -2.8% 7,117 $522K
Fulcrum Asset Management LLP 0.05% New 7,089 $521K
Investment Management Trust, LLC 0.46% Add +0.4% 7,045 $517K
EverSource Wealth Advisors, LLC 0.02% Reduce -17.0% 7,032 $516K
Cambria Investment Management, L.P. 0.03% New 7,004 $514K
MJP Associates Inc. 0.06% Reduce -17.8% 7,001 $513K
Meridian Wealth Management, LLC 0.02% Add +6.8% 6,985 $512K
Partners Capital Investment Group, LLP 0.02% New 6,983 $512K
JM2 Capital Inc. 0.35% Reduce -2.6% 6,979 $512K
Signature Estate & Investment Advisors LLC 0.01% Add +7.1% 6,979 $512K
Delaney Dennis R 0.16% Reduce -76.8% 6,975 $512K
Hohimer Wealth Management, LLC 0.05% No change 6,924 $508K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.6% 6,914 $507K
Mengis Capital Management, Inc. 0.08% No change 6,901 $506K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -10.1% 6,889 $505K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +6.1% 6,860 $503K
Spirepoint Private Client, LLC 0.04% Reduce -2.3% 6,848 $502K
Triangle Securities Wealth Management 0.10% Add +7.7% 6,798 $499K
Boston Family Office LLC 0.03% Reduce -2.2% 6,783 $498K
International Assets Investment Management, LLC 0.03% Reduce -6.2% 6,878 $496K
Bell Investment Advisors, Inc 0.07% Add +0.2% 6,750 $495K
OneAscent Financial Services LLC 0.02% Add +0.7% 6,706 $492K
Farmers National Bank 0.10% No change 6,700 $491K
Kenora Financial, LLC 0.15% No change 6,655 $488K
Aull & Monroe Investment Management Corp 0.20% Reduce -0.1% 6,634 $487K
Founders Capital Management, LLC 0.07% No change 6,599 $484K
Stratos Wealth Advisors, LLC 0.03% Add +43.7% 6,583 $483K
General Partner, Inc. 0.26% No change 6,583 $483K
Spire Wealth Management 0.01% Add +1.0% 6,534 $479K
First Citizens Bank & Trust Co. 0.01% Reduce -31.1% 6,502 $477K
St Germain D J Co. Inc. 0.02% Reduce -0.5% 6,499 $477K
Southeast Asset Advisors, LLC 0.05% Reduce -1.1% 6,485 $476K
Pure Financial Advisors, LLC 0.01% Reduce -2.4% 6,459 $474K
Orographic Financial Advisors, LLC 0.31% Reduce -0.1% 7,481 $471K
Vanguard National Trust Co 0.03% Reduce -25.8% 6,408 $470K
Parcion Private Wealth LLC 0.03% Add +23.4% 6,399 $469K
Red Door Wealth Management, LLC 0.04% Add +0.5% 6,295 $462K
Berkshire Asset Management LLC 0.02% Reduce -0.3% 6,280 $461K
Western Wealth Management, LLC 0.01% Add +4.8% 6,260 $459K
Foundations Investment Advisors, LLC 0.00% Add +12.0% 6,252 $458K
First City Capital Management, Inc. 0.22% Reduce -0.6% 6,244 $458K
Marco Investment Management LLC 0.03% Reduce -0.3% 6,236 $457K
SCS Capital Management LLC 0.00% Add +2.1% 6,236 $457K
Foster & Motley Inc. 0.02% Reduce -0.5% 6,233 $457K
Avantax Planning Partners, Inc. 0.01% Reduce -2.4% 6,195 $454K
Basepoint Wealth LLC 0.26% Reduce -4.0% 6,190 $454K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -5.2% 6,185 $454K
NTV Asset Management LLC 0.04% Reduce -1.1% 6,173 $453K
Innovative Asset Advisors Group, LLC 0.20% Reduce -13.4% 6,161 $452K
Frank, Rimerman Advisors LLC 0.03% Add +1.8% 6,161 $452K
Stonebridge Capital Advisors LLC 0.03% No change 6,155 $451K
Rothschild Wealth LLC 0.04% Add +24.8% 6,154 $451K
XTX Topco Ltd 0.01% Reduce -92.7% 6,153 $451K
71 West Capital Partners 0.02% Add +36.0% 6,128 $449K
Anchyra Partners LLC 0.11% Add +1.6% 6,121 $449K
Texas Yale Capital Corp. 0.01% Add +14.0% 6,118 $449K
Equitable Trust Co. 0.02% Add +5.0% 6,114 $448K
Riggs Asset Managment Co. Inc. 0.08% No change 6,094 $447K
Founders Financial Alliance, LLC 0.06% Add +2.7% 6,094 $447K
Institute for Wealth Management, LLC. 0.04% Add +6.3% 6,083 $446K
DeDora Capital, Inc. 0.10% Add +5.6% 6,061 $445K
Abacus Wealth Partners, LLC 0.05% Reduce -40.8% 6,026 $442K
Hazlett, Burt & Watson, Inc. 0.12% No change 6,013 $442K
Founders Financial Securities LLC 0.02% Reduce -3.8% 6,004 $440K
Systematic Financial Management LP 0.01% No change 6,000 $440K
Midwest Trust Co 0.01% Reduce -4.5% 6,000 $440K
Brookstone Capital Management 0.00% Add +11.4% 5,998 $440K
S.A. Mason LLC 0.13% Reduce -1.0% 5,988 $439K
Baader Bank Aktiengesellschaft 0.04% Reduce -13.1% 5,987 $439K
AlTi Global, Inc. 0.01% Add +20.7% 5,984 $439K
Atlantic Union Bankshares Corp 0.01% Reduce -1.0% 5,982 $439K
Mountain Pacific Investment Advisers LLC 0.07% Reduce -2.5% 5,980 $439K
HORAN Wealth, LLC 0.05% Add +3.6% 5,977 $438K
LCM Capital Management Inc 0.19% Reduce -2.0% 5,974 $438K
Uhlmann Price Securities, LLC 0.02% Add +8.7% 5,965 $438K
Oxford Financial Group, LTD. LLC 0.02% Reduce -37.6% 5,964 $437K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -50.4% 6,018 $436K
Haverford Trust Co 0.00% Reduce -4.8% 5,928 $435K
KLCM Advisors, Inc. 0.03% No change 5,925 $435K
GKV Capital Management Co., Inc. 0.14% No change 5,900 $433K
Joel Isaacson & Co., LLC 0.01% Add +0.0% 5,881 $431K
Keynote Financial Services LLC 0.20% No change 5,868 $430K
Trust Point Inc. 0.04% Reduce -1.6% 5,859 $430K
Miller Investment Management, LP 0.04% No change 5,840 $428K
Code Waechter LLC 0.22% Add +41.6% 5,817 $427K
Members Trust Co 0.01% Reduce -2.1% 5,806 $426K
Confluence Wealth Services, Inc. 0.01% New 5,805 $426K
Cambient Family Office, LLC 0.05% Reduce -89.8% 5,802 $426K
Dynamic Advisor Solutions LLC 0.01% Add +2.8% 5,801 $426K
Donaldson Capital Management, LLC 0.01% Add +22.3% 5,800 $425K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.2% 5,751 $422K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -3.0% 5,749 $422K
Bokf, NA 0.01% Reduce -2.4% 5,745 $421K
Legacy Trust 0.07% Add +0.9% 5,741 $421K
Tiemann Investment Advisors, LLC 0.15% Reduce -2.6% 5,696 $418K
Eagle Wealth Advisors LLC 0.32% No change 5,692 $418K
Kidder Stephen W 0.11% Reduce -52.8% 5,680 $417K
GeoWealth Management, LLC 0.01% Add +2.4% 5,673 $416K
Calamos Wealth Management LLC 0.01% Reduce -8.0% 5,671 $416K
Argent Capital Management LLC 0.01% Reduce -15.0% 5,660 $415K
Azimuth Capital Investment Management LLC 0.01% Reduce -6.3% 5,645 $414K
Franklin Street Advisors Inc. 0.02% Reduce -18.8% 5,643 $414K
Atom Investors LP 0.04% New 5,637 $413K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 5,629 $413K
Ellevest, Inc. 0.05% Add +32.5% 5,618 $412K
Gateway Wealth Partners, LLC 0.02% Reduce -43.3% 5,608 $411K
Peoples Financial Services Corp. 0.18% No change 5,590 $410K
Robinson Smith Wealth Advisors LLC 0.25% Reduce -12.2% 5,577 $409K
CPA Asset Management Group, LLC 0.12% No change 5,568 $408K
Washington Trust Advisors, Inc. 0.03% No change 5,562 $408K
Forbes J M & Co. LLP 0.03% No change 5,553 $407K
Tennessee Valley Asset Management Partners 0.04% Add +4.1% 5,542 $407K
Bluespring Wealth Management, LLC 0.01% New 5,541 $406K
Ostrum Asset Management 0.02% No change 5,516 $405K
Parkside Financial Bank & Trust 0.03% Reduce -0.3% 5,472 $401K
Dempze Nancy E 0.19% Reduce -56.5% 5,472 $401K
CreativeOne Wealth, LLC 0.01% Reduce -19.6% 5,455 $400K
Appleton Partners Inc. 0.02% Reduce -3.5% 5,434 $399K
West Family Investments, Inc. 0.12% New 5,437 $399K
Empower Advisory Group, LLC 0.00% Reduce -4.2% 5,423 $398K
Woodmont Investment Counsel LLC 0.02% No change 5,401 $396K
Wilson & Boucher Capital Management, LLC 0.23% No change 5,388 $395K
Cyndeo Wealth Partners, LLC 0.02% New 5,384 $395K
Twelve Points Wealth Management LLC 0.08% Reduce -0.7% 5,382 $395K
Enterprise Financial Services Corp 0.16% No change 5,377 $394K
Tyche Wealth Partners LLC 0.06% Add +1.9% 5,374 $394K
Oslo Pensjonsforsikring AS 0.05% Reduce -19.0% 5,357 $393K
Dumont & Blake Investment Advisors LLC 0.09% Reduce -3.7% 5,355 $393K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.2% 5,339 $392K
Fourpath Capital Management, LLC 0.05% No change 5,336 $391K
TCTC Holdings, LLC 0.01% No change 5,325 $391K
LMCG Investments, LLC 0.02% Reduce -0.1% 5,316 $390K
HighPoint Advisor Group LLC 0.01% Add +0.8% 5,297 $389K
Bull Harbor Capital LLC 0.08% New 5,286 $388K
Garden State Investment Advisory Services LLC 0.08% Add +0.6% 5,283 $388K
Acropolis Investment Management, LLC 0.02% Add +0.0% 5,272 $387K
Panagora Asset Management Inc. 0.00% No change 5,255 $385K
Interchange Capital Partners, LLC 0.07% Add +3.7% 5,254 $385K
Howland Capital Management LLC 0.01% Add +30.6% 5,250 $385K
MFA Wealth Services 0.23% New 5,208 $382K
Lighthouse Financial Services Inc. 0.08% Add +0.3% 5,262 $379K
KOM Wealth Management Group, LLC 0.23% No change 5,167 $379K
Dana Investment Advisors, Inc. 0.01% No change 5,156 $378K
Cidel Asset Management Inc. 0.02% Add +14.3% 5,154 $378K
Dark Forest Capital Management LP 0.02% Reduce -71.3% 5,147 $378K
Turtle Creek Wealth Advisors, LLC 0.02% Add +2.8% 5,127 $376K
King Luther Capital Management Corp. 0.00% Reduce -31.4% 5,123 $376K
Ancora Advisors LLC 0.01% Reduce -5.8% 5,111 $375K
Cannell & Spears LLC 0.01% Reduce -2.9% 5,106 $375K
Athena Investment Management 0.22% Reduce -23.6% 5,092 $373K
Kathmere Capital Management, LLC 0.02% Add +25.0% 5,091 $373K
Mindset Wealth Management, LLC 0.07% Add +16.0% 5,086 $373K
Bailard, Inc. 0.01% Add +0.0% 5,082 $373K
Ted Buchan & Co 0.12% No change 5,070 $372K
Keebeck Wealth Management 0.04% Add +40.4% 5,062 $371K
SKY-Mountain Capital Management, Inc. 0.27% No change 5,059 $371K
Lifeworks Advisors, LLC 0.04% Reduce -81.7% 5,054 $371K
Clear Harbor Asset Management, LLC 0.02% Add +1.0% 5,054 $371K
Sterling Financial Planning, Inc. 0.10% No change 5,027 $369K
Supplemental Annuity Collective Trust of NJ 0.09% Reduce -6.6% 5,008 $367K
Canton Hathaway, LLC 0.07% No change 5,000 $367K
LGT Group Foundation 0.00% Reduce -0.2% 5,000 $367K
Agf Management Ltd. 0.00% No change 4,999 $367K
AlphaCore Capital LLC 0.01% Reduce -51.5% 4,987 $366K
Arrow Financial Corp 0.03% No change 4,975 $365K
Angeles Wealth Management, LLC 0.02% Add +1.3% 4,960 $364K
Blue Trust, Inc. 0.00% Reduce -11.4% 4,932 $362K
Knightsbridge Asset Management, LLC 0.05% Add +1.9% 4,930 $362K
Howard Capital Management, LLC 0.00% New 4,916 $361K
Leavell Investment Management, Inc. 0.01% Reduce -10.5% 4,898 $359K
KRS Capital Management, LLC 0.17% Add +0.1% 4,871 $357K
B. Riley Wealth Advisors, Inc. 0.02% New 4,864 $357K
Larry Mathis Financial Planning, LLC 0.27% New 4,844 $355K
D'Orazio & Associates, Inc. 0.04% Add +0.3% 4,806 $353K
Holistic Financial Partners 0.21% Add +1.9% 4,790 $351K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -5.1% 4,790 $351K
Hantz Financial Services, Inc. 0.00% Add +23.8% 4,776 $350K
McDonald Partners LLC 0.08% Reduce -1.0% 4,764 $349K
SouthState Bank Corp 0.01% Reduce -3.3% 4,759 $349K
Covenant Asset Management, LLC 0.06% Reduce -7.2% 4,732 $347K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.7% 4,732 $347K
Pines Wealth Management, LLC 0.10% Reduce -2.4% 4,720 $346K
Pavion Blue Capital, LLC 0.14% No change 4,219 $346K
Tred Avon Family Wealth, LLC 0.11% Add +6.0% 4,715 $346K
Mitchell & Pahl Private Wealth, LLC 0.13% Reduce -1.8% 4,714 $346K
HCR Wealth Advisors 0.03% Add +0.4% 4,714 $346K
Fire Capital Management LLC 0.14% No change 4,692 $344K
Waldron Private Wealth LLC 0.01% No change 4,678 $343K
Avidian Wealth Enterprises, LLC 0.01% Add +11.3% 4,671 $343K
Endowment Wealth Management, Inc. 0.13% Reduce -0.9% 4,656 $342K
Capital Advantage, Inc. 0.04% Add +8.2% 4,635 $340K
Northstar Financial Companies, Inc. 0.23% Add +2.4% 4,621 $339K
Journey Advisory Group, LLC 0.03% Add +2.2% 4,615 $339K
Redhawk Wealth Advisors, Inc. 0.03% Add +2.5% 4,614 $338K
Meadowbrook Advisors Group, LLC 0.18% No change 4,614 $338K
Groesbeck Investment Management Corp. 0.54% Reduce -2.5% 4,602 $338K
New England Capital Financial Advisors LLC 0.08% Add +0.3% 4,607 $338K
Boston Trust Walden Corp 0.00% No change 4,587 $336K
Camden National Bank 0.04% New 4,583 $336K
Premier Path Wealth Partners, LLC 0.04% Add +2.7% 4,575 $336K
Banco Santander, S.A. 0.00% No change 4,565 $335K
Anchor Investment Management, LLC 0.03% Add +25.8% 4,551 $334K
Silicon Valley Capital Partners 0.03% No change 4,545 $333K
Crawford Investment Counsel Inc. 0.01% Add +3.0% 4,539 $333K
Colonial Trust Co / SC 0.04% Reduce -15.0% 4,510 $331K
Heritage Wealth Advisors 0.01% Add +480.9% 4,496 $330K
L2 Asset Management, LLC 0.03% Add +4.9% 4,477 $328K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +5.2% 4,472 $328K
Advisors Capital Management, LLC 0.00% Reduce -21.3% 4,457 $327K
Cooper Financial Group 0.03% Add +7.4% 4,454 $327K
Philadelphia Investment Partners, LLC 0.20% No change 5,148 $326K
Abel Hall, LLC 0.06% Reduce -0.8% 4,430 $325K
PDS Planning, Inc 0.02% Add +20.3% 4,423 $324K
Mystic Asset Management, Inc. 0.07% No change 4,413 $324K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -18.0% 4,409 $323K
Bridgewater Advisors Inc. 0.02% Reduce -2.3% 5,162 $323K
Transamerica Financial Advisors, LLC 0.03% Add +35.8% 4,376 $321K
Krilogy Financial LLC 0.01% Reduce -5.1% 4,366 $320K
Jackson Thornton Wealth Management, LLC 0.03% Add +15.2% 4,361 $320K
Ameliora Wealth Management Ltd. 0.09% New 4,356 $320K
Elefante Mark B 0.14% Reduce -88.3% 4,350 $319K
Northwest Bancshares, Inc. 0.06% No change 4,341 $318K
Essex Bank 0.07% No change 4,322 $317K
Freedom Day Solutions, LLC 0.07% Reduce -3.4% 4,318 $317K
Sentry LLC 0.09% No change 4,310 $316K
Grandfield & Dodd, LLC 0.02% Add +1.7% 4,298 $315K
Evolve Private Wealth, LLC 0.02% Reduce -51.2% 4,297 $315K
Valmark Advisers, Inc. 0.00% Reduce -9.1% 4,296 $315K
QTR Family Wealth, LLC 0.11% New 4,282 $314K
Kornitzer Capital Management Inc. 0.01% New 4,269 $313K
Focus Financial Network, Inc. 0.01% Add +0.4% 4,267 $313K
Northeast Investment Management 0.01% No change 4,264 $313K
Legacy Bridge, LLC 0.10% No change 4,243 $311K
Cassaday & Co Wealth Management LLC 0.01% No change 4,228 $310K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +63.8% 4,222 $310K
Catalyst Financial Partners LLC 0.03% Add +5.8% 4,220 $310K
Northwest Financial Advisors 0.04% Add +0.4% 4,214 $309K
Penserra Capital Management LLC 0.00% Reduce -21.1% 4,205 $308K
MSH Capital Advisors LLC 0.05% Add +0.6% 4,188 $307K
Wellington Shields Capital Management, LLC 0.04% No change 4,175 $306K
TigerOak Management, L.L.C. 0.09% Reduce -0.2% 4,158 $305K
Wescott Financial Advisory Group, LLC 0.02% Add +0.3% 4,157 $305K
Napier Financial, LLC 0.06% Reduce -1.2% 4,148 $304K
PKS Advisory Services, LLC 0.05% Reduce -15.1% 4,144 $304K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Add +0.1% 4,140 $304K
Waddell & Associates, LLC 0.01% New 4,140 $304K
BIP Wealth, LLC 0.01% New 4,130 $303K
Drive Wealth Management, LLC 0.05% New 4,125 $303K
Polymer Capital Management (US) LLC 0.04% New 4,119 $302K
Waterloo Capital, L.P. 0.02% New 4,096 $300K
JTC Employer Solutions Trustee Ltd 0.02% Add +0.2% 4,090 $300K
Vann Equity Management LLC 0.18% Add +2.1% 4,082 $299K
Madrona Financial Services, LLC 0.06% New 4,076 $299K
Gsa Capital Partners LLP 0.02% New 4,045 $297K
Sterling Capital Management LLC 0.01% Add +56.7% 4,044 $297K
Round Rock Advisors LLC 0.04% Add +0.3% 4,033 $296K
United Asset Strategies, Inc. 0.02% New 4,003 $294K
Madison Wealth Partners, Inc 0.04% Add +1.3% 4,002 $294K
iSAM Funds (UK) Ltd 0.21% New 4,000 $293K
Charles Schwab Trust Co 0.02% New 4,000 $293K
Cornerstone Wealth Group, LLC 0.02% Add +3.7% 3,998 $293K
Cohen & Steers, Inc. 0.00% No change 4,000 $293K
Westerkirk Capital Inc. 0.03% No change 3,992 $293K
Ironwood Investment Counsel, LLC 0.04% Reduce -6.1% 3,947 $290K
Procyon Advisors, LLC 0.01% Add +0.2% 3,940 $289K
Modern Wealth Management, LLC 0.00% New 3,935 $289K
MBL Wealth, LLC 0.02% New 3,901 $286K
Thomasville National Bank 0.02% — 3,898 $286K
Peddock Capital Advisors, LLC 0.06% No change 3,880 $285K
Howe & Rusling Inc. 0.02% Add +8.1% 3,855 $283K
AlphaGrep UK Ltd 0.09% New 3,850 $282K
New Hampshire Trust 0.05% New 3,832 $281K
First National Trust Co 0.01% Reduce -16.3% 3,830 $281K
Baker Boyer National Bank 0.08% No change 3,824 $280K
Douglas Lane & Associates, LLC 0.00% Reduce -2.5% 3,810 $279K
Griffin Asset Management, Inc. 0.03% No change 3,800 $279K
Todd Asset Management LLC 0.00% No change 3,785 $278K
Cornerstone Wealth Management, LLC 0.01% Reduce -2.7% 3,782 $277K
Broadwater Capital Management LLC 0.20% No change 3,769 $276K
Aries Wealth Management 0.05% No change 3,760 $276K
Quadrant Private Wealth Management, LLC 0.06% New 3,751 $275K
Advyzon Investment Management, LLC 0.02% Add +4.8% 3,746 $275K
Everhart Financial Group, Inc. 0.02% New 3,745 $275K
Center For Asset Management LLC 0.12% Reduce -18.7% 3,744 $275K
Radnor Capital Management, LLC 0.04% No change 3,732 $274K
Colonial Trust Advisors 0.02% Add +4.6% 3,728 $273K
Alpine Woods Capital Investors, LLC 0.06% Reduce -4.4% 3,718 $273K
Capital Investment Counsel, Inc 0.03% Add +2.8% 3,700 $271K
First Foundation Advisors 0.01% Add +0.1% 3,690 $271K
Mayflower Financial Advisors, LLC 0.02% New 3,668 $269K
Conning Inc. 0.01% No change 3,668 $269K
Townsend & Associates, Inc 0.02% No change 4,004 $268K
Clearstead Trust, LLC 0.04% Reduce -4.2% 3,653 $268K
Heritage Wealth Management, Inc. 0.07% No change 3,646 $267K
Breakwater Capital Group 0.03% New 3,646 $267K
Avior Wealth Management, LLC 0.01% New 3,643 $267K
RFG Advisory, LLC 0.00% Reduce -22.4% 3,626 $266K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.2% 3,625 $266K
Kovack Advisors, Inc. 0.01% Reduce -8.6% 3,647 $264K
Childress Capital Advisors, LLC 0.04% Reduce -16.0% 3,601 $264K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 3,600 $264K
Pallas Capital Advisors LLC 0.01% New 3,586 $263K
Sovereign Financial Group, Inc. 0.04% Reduce -5.6% 3,585 $263K
MV Capital Management, Inc. 0.02% Add +0.8% 3,583 $263K
Montis Financial, LLC 0.05% Add +0.0% 3,581 $263K
City National Bank of Florida 0.11% New 3,571 $262K
Cape Cod Five Cents Savings Bank 0.02% — 3,563 $261K
Greenwich Wealth Management LLC 0.01% Reduce -2.0% 3,530 $259K
Revolve Wealth Partners, LLC 0.03% New 3,522 $258K
Relyea Zuckerberg Hanson LLC 0.02% New 3,512 $258K
Ares Financial Consulting, LLC 0.18% No change 3,490 $256K
Strategic Investment Advisors / MI 0.02% Reduce -6.6% 3,486 $256K
Independence Bank of Kentucky 0.03% No change 3,481 $255K
Asset Dedication, LLC 0.02% Reduce -4.8% 3,477 $255K
One Charles Private Wealth Services, LLC 0.06% New 3,472 $255K
Everpar Advisors LLC 0.07% New 3,468 $254K
Bath Savings Trust Co 0.03% Reduce -5.7% 3,465 $254K
Opal Wealth Advisors, LLC 0.05% Reduce -6.0% 3,457 $254K
Signature Wealth Management Partners, LLC 0.12% New 3,450 $253K
Harbor Investment Advisory, LLC 0.02% No change 3,450 $253K
ProCore Advisors, LLC 0.31% New 3,438 $252K
Heritage Investment Group, Inc. 0.03% New 3,430 $252K
Moneco Advisors, LLC 0.02% New 3,430 $252K
Legacy Edge Advisors, LLC 0.02% New 3,428 $251K
BKM Wealth Management, LLC 0.09% Reduce -0.4% 3,418 $251K
Virtue Capital Management, LLC 0.03% Reduce -20.5% 3,408 $250K
SmartHarvest Portfolios, LLC 0.08% New 3,405 $250K
Larson Financial Group LLC 0.01% Reduce -3.2% 3,403 $250K
TFC Financial Management, Inc. 0.03% Add +1.5% 3,384 $248K
Basecamp Wealth Advisors LLC 0.05% No change 3,384 $248K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 3,379 $248K
Embree Financial Group 0.02% New 3,375 $248K
Fieldview Capital Management, LLC 0.07% New 3,356 $246K
Cardinal Point Capital Management ULC 0.01% New 3,340 $245K
Tannin Capital LLC 0.16% Reduce -9.2% 3,338 $245K
Strategic Advisors LLC 0.05% New 3,331 $244K
NORTHSTAR ASSET MANAGEMENT Co 0.05% New 3,532 $243K
Commerzbank Aktiengesellschaft 0.00% Reduce -7.8% 3,310 $243K
Insigneo Advisory Services, LLC 0.01% New 3,307 $243K
Smithfield Trust Co 0.01% No change 3,325 $242K
PCM Encore, LLC 0.04% New 3,294 $242K
Stock Yards Bank & Trust Co. 0.01% Reduce -27.3% 3,291 $241K
Michael Brady & Co., LLC 0.21% Reduce -10.8% 3,285 $241K
Puzo Michael J 0.06% Reduce -85.3% 3,285 $241K
Koshinski Asset Management, Inc. 0.01% Reduce -21.3% 3,284 $241K
Davidson Trust Co. 0.09% New 3,281 $241K
Fortis Group Advisors, LLC 0.04% Add +4213.2% 3,278 $240K
Brandywine Oak Private Wealth LLC 0.02% New 3,274 $240K
Keel Point, LLC 0.01% New 3,271 $240K
Ewa, LLC 0.04% New 3,266 $240K
Federated Hermes, Inc. 0.00% Reduce -0.9% 3,264 $239K
Root Financial Partners, LLC 0.01% Add +10.3% 3,251 $238K
FourThought Financial Partners, LLC 0.02% New 3,241 $238K
Aspiriant, LLC 0.01% New 3,232 $237K
Los Angeles Capital Management LLC 0.00% Reduce -11.7% 3,214 $236K
First Financial Bankshares Inc 0.00% New 3,200 $235K
May Hill Capital, LLC 0.05% New 3,193 $234K
Elevate Wealth Advisory, Inc. 0.13% New 3,185 $234K
Godshalk Welsh Capital Management, Inc. 0.13% New 3,175 $233K
Ariadne Wealth Management, LP 0.10% New 3,175 $233K
Fiduciary Alliance LLC 0.02% New 3,174 $233K
Defiance ETFs, LLC 0.00% New 3,229 $233K
Main Street Financial Solutions, LLC 0.01% New 3,169 $232K
Hilltop Holdings Inc. 0.02% New 3,165 $232K
Fox Run Management, L.L.C. 0.04% New 3,163 $232K
Edgemoor Investment Advisors, Inc. 0.02% New 3,158 $232K
Integrity Financial Corp 0.11% New 3,150 $231K
Voya Financial Advisors, Inc. 0.02% New 3,137 $230K
Legacy Wealth Partners, LLC 0.05% New 3,134 $230K
Harold Davidson & Associates Inc. 0.10% New 3,125 $229K
Symphony Financial, Ltd. Co. 0.03% New 3,120 $229K
Legacy Wealth Advisors, LLC 0.10% New 3,113 $228K
Purkiss Capital Advisors LLC 0.09% New 3,112 $228K
Navellier & Associates Inc. 0.02% New 3,110 $228K
FAS Wealth Partners, Inc. 0.01% New 3,108 $228K
Sepio Capital, LP 0.01% New 3,104 $228K
Wingate Wealth Advisors, Inc. 0.10% New 3,092 $227K
Hamilton Capital, LLC 0.01% New 3,085 $226K
Capital Asset Advisory Services LLC 0.01% New 3,083 $226K
Norden Group LLC 0.02% New 3,077 $226K
Carter Financial Group, INC. 0.12% New 3,077 $226K
Z3 Capital Partners, LLC 0.05% New 3,065 $225K
Sheets Smith Wealth Management 0.02% New 3,064 $225K
Alta Advisers Ltd 0.05% New 3,063 $225K
William John Sempolinski 0.09% New 3,057 $224K
CWA Asset Management Group, LLC 0.01% New 3,055 $224K
Cane Capital Partners, LLC 0.09% New 3,051 $224K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 3,049 $224K
Brooks, Moore & Associates, Inc. 0.10% New 3,045 $223K
IFG Advisory, LLC 0.01% New 3,027 $222K
Hummer Financial Advisory Services Inc 0.15% New 3,026 $222K
Whitener Capital Management, Inc. 0.05% New 3,026 $222K
Money Concepts Capital Corp. 0.01% New 3,015 $221K
Promethium Advisors,llc 0.11% New 3,000 $220K
Manchester Capital Management LLC 0.03% Add +3.1% 3,000 $220K
Sittner & Nelson, LLC 0.07% No change 2,989 $219K
Belpointe Asset Management LLC 0.01% New 2,970 $218K
Philadelphia Trust Co. 0.01% New 2,965 $217K
Wynn Capital, LLC 0.10% New 2,953 $217K
Aurdan Capital Management, LLC 0.05% New 2,943 $216K
DF Dent & Co. Inc. 0.00% New 2,938 $216K
Basso Capital Management, L.P. 0.05% New 2,933 $215K
E Fund Management Co., Ltd. 0.00% New 2,930 $215K
Cypress Capital Group 0.02% New 2,928 $215K
Caldwell Sutter Capital, Inc. 0.08% No change 2,922 $214K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 2,915 $214K
Swiss Re Ltd. 0.02% Add +600.7% 2,915 $214K
Adirondack Trust Co. 0.06% Reduce -1.4% 2,913 $214K
First Financial Corp. 0.07% No change 2,912 $214K
Phillips Wealth Planners LLC 0.16% New 3,107 $213K
Isthmus Partners, LLC 0.02% New 2,900 $213K
Pekin Hardy Strauss, Inc. 0.02% New 2,895 $212K
West Michigan Advisors, LLC 0.04% New 2,894 $212K
Nations Financial Group Inc, /Ia/ 0.01% New 2,893 $212K
Bison Wealth, LLC 0.02% New 3,024 $212K
Evansbrook LLC 0.13% New 2,872 $211K
Heritage Trust Co 0.02% New 2,867 $210K
BSW Wealth Partners 0.02% Reduce -24.1% 2,867 $210K
Calydon Capital 0.03% New 2,866 $210K
NorthCoast Asset Management LLC 0.00% Reduce -82.1% 2,852 $209K
Morton Capital Management LLC 0.03% New 2,847 $209K
Chemung Canal Trust Co. 0.04% Reduce -26.3% 2,844 $209K
Rathbones Group PLC 0.00% New 2,844 $209K
Wealth Quarterback LLC 0.06% New 2,841 $208K
Silver Lake Advisory, LLC 0.07% New 2,830 $208K
SeaCrest Wealth Management, LLC 0.02% Reduce -30.5% 2,817 $207K
First Nebraska Trust Co 0.02% New 2,806 $206K
Alhambra Investment Management LLC 0.09% New 2,800 $205K
Sfmg, LLC 0.01% New 2,800 $205K
Mairs & Power Inc. 0.00% New 2,785 $204K
Wick Capital Partners, LLC 0.03% New 2,784 $204K
Osborne Partners Capital Management, LLC 0.01% New 2,781 $204K
Sowell Financial Services LLC 0.01% New 2,776 $204K
Perennial Investment Advisors, LLC 0.01% New 2,776 $204K
Aviance Capital Partners, LLC 0.02% New 2,761 $203K
CVA Family Office, LLC 0.02% Add +11.3% 2,758 $202K
PFG Advisors 0.01% New 2,752 $202K
GDS Wealth Management 0.01% New 2,741 $201K
Stratos Investment Management, LLC 0.01% New 2,740 $201K
Knollwood Investment Advisory, LLC 0.02% New 2,739 $201K
Townsquare Capital LLC 0.04% New 2,732 $200K
First Command Advisory Services, Inc. 0.00% Add +16.5% 2,727 $200K
Financial Life Planners 0.13% Add +0.4% 2,706 $199K
Costello Asset Management, INC 0.06% Reduce -7.0% 2,626 $193K
Cromwell Holdings LLC 0.09% No change 2,581 $189K
Key Financial Inc 0.03% Reduce -1.2% 2,576 $189K
Graticule Asia Macro Advisors LLC 0.01% New 2,573 $189K
Steph & Co. 0.05% No change 2,523 $185K
Banque de Luxembourg S.A. 0.09% Reduce -31.4% 2,518 $185K
Hilltop National Bank 0.04% Add +52.6% 2,487 $182K
Fortitude Family Office, LLC 0.04% Add +84.5% 2,457 $180K
Financial Consulate, Inc. 0.02% Add +0.3% 2,408 $177K
Aberdeen Wealth Management LLC 0.08% New 2,400 $176K
Quent Capital, LLC 0.01% Reduce -1.9% 2,313 $170K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,304 $169K
Parvin Asset Management, LLC 0.13% Add +1.0% 2,247 $165K
Oakworth Capital, Inc. 0.01% Reduce -1.3% 2,222 $163K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -12.6% 2,171 $159K
EFG International AG 0.00% Add +51.6% 2,171 $159K
Ulland Investment Advisors, LLC 0.12% No change 2,169 $159K
Richardson Capital Management LLC 0.07% Add +0.4% 2,163 $159K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1.3% 2,148 $158K
Hanson & Doremus Investment Management 0.02% No change 2,147 $157K
Capital Advisors, Ltd. LLC 0.02% No change 2,134 $157K
CYBER HORNET ETFs LLC 0.09% Reduce -2.1% 2,130 $156K
HHM Wealth Advisors, LLC 0.02% Reduce -1.2% 2,065 $151K
Gables Capital Management Inc. 0.05% No change 2,050 $150K
Gen-Wealth Partners Inc 0.04% No change 2,050 $150K
Synergy Investment Management, LLC 0.04% Add +0.1% 2,028 $149K
Capital Analysts, LLC 0.00% Reduce -0.3% 2,007 $147K
Wellington Shields & Co., LLC 0.03% No change 2,000 $147K
Cacti Asset Management LLC 0.01% No change 2,000 $147K
Clean Yield Group 0.04% No change 1,962 $144K
Bank of New Hampshire 0.03% No change 1,960 $144K
Evermay Wealth Management LLC 0.01% Add +9.4% 1,958 $144K
Creative Capital Management Investments LLC 0.03% Add +4.1% 1,922 $141K
Hills Bank & Trust Co 0.01% Reduce -25.9% 1,920 $141K
Continuum Advisory, LLC 0.01% New 1,906 $140K
Citizens National Bank Trust Department 0.02% No change 1,900 $139K
Bangor Savings Bank 0.01% No change 1,891 $139K
First Horizon Corp. 0.01% Reduce -0.9% 1,833 $134K
Grove Bank & Trust 0.01% No change 1,788 $131K
Evelyn Partners Group Ltd 0.00% — 1,775 $130K
Wilkerson Advisory Group LLC 0.04% Add +344.3% 1,764 $129K
Southern Michigan Bank & Trust 0.05% Reduce -4.8% 1,736 $127K
Exchange Traded Concepts, LLC 0.00% No change 1,699 $125K
Rossby Financial, LCC 0.02% Reduce -1.5% 1,677 $123K
Kelleher Financial Advisors 0.02% Add +103.7% 1,670 $122K
Deseret Mutual Benefit Administrators 0.04% Reduce -0.5% 1,650 $121K
Crewe Advisors LLC 0.01% Reduce -0.3% 1,578 $116K
CoreCap Advisors, LLC 0.00% Add +4.7% 1,531 $112K
Center for Financial Planning, Inc. 0.01% Add +19.0% 1,512 $111K
Sawyer & Company, Inc 0.04% No change 1,500 $110K
ESL Trust Services, LLC 0.02% No change 1,500 $110K
Duncker Streett & Co. Inc. 0.02% Add +0.3% 1,488 $109K
Pinnacle Bancorp, Inc. 0.03% Add +25.3% 1,487 $109K
Bellevue Asset Management, LLC 0.05% No change 1,432 $105K
OAKMONT Corp 0.02% No change 1,413 $104K
Provenance Wealth Advisors, LLC 0.01% No change 1,399 $103K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,392 $102K
MCF Advisors LLC 0.00% Add +3.6% 1,389 $102K
Summit Securities Group LLC 0.02% Add +962.8% 1,371 $101K
MidFirst Bank 0.01% No change 1,342 $98K
Hara Capital LLC 0.05% No change 1,340 $98K
Tiaa Trust, National Association 0.01% Reduce -87.3% 1,309 $96K
GHP Investment Advisors, Inc. 0.00% Reduce -8.2% 1,294 $95K
City State Bank 0.02% Reduce -1.2% 1,287 $94K
JFS Wealth Advisors, LLC 0.00% Add +1.8% 1,271 $93K
Community Bank, N.A. 0.01% Reduce -10.7% 1,246 $91K
TOP Private Wealth LLC. 0.09% — 1,243 $91K
Cornerstone National Bank & Trust Co 0.03% Reduce -63.7% 1,262 $91K
Jackson, Grant Investment Advisers, Inc. 0.03% Reduce -16.0% 1,225 $90K
Addison Advisors LLC 0.04% Reduce -63.1% 1,216 $89K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +8.0% 1,219 $89K
NFSG Corp 0.01% Reduce -2.3% 1,203 $88K
Walleye Capital LLC 0.00% Reduce -95.6% 1,201 $88K
Kentucky Trust Co 0.04% No change 1,200 $88K
Paladin Advisory Group, LLC 0.06% No change 1,184 $87K
Bullock Wealth Management Group 0.04% Reduce -1.0% 1,156 $83K
Union Savings Bank 0.03% No change 1,124 $82K
Lanark Financial, Inc. 0.01% Reduce -18.7% 1,117 $82K
Cary Street Partners Investment Advisory LLC 0.02% Add +46.2% 1,114 $82K
Ankerstar Wealth, LLC 0.07% Add +0.4% 1,106 $81K
10Elms LLP 0.04% No change 1,100 $81K
Abound Wealth Management 0.02% Reduce -12.5% 1,089 $80K
Truvestments Capital LLC 0.01% Reduce -14.7% 1,088 $80K
CKW Financial Group 0.01% No change 1,103 $79K
First Bancorp, Inc 0.03% New 1,071 $79K
Davis Capital Management 0.05% Add +10550.0% 1,065 $78K
Community Financial Services Group, LLC 0.01% No change 1,072 $77K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +0.3% 1,021 $75K
Valley National Advisers Inc. 0.01% Add +0.7% 1,004 $74K
Bruce G. Allen Investments, LLC 0.05% Reduce -1.4% 1,001 $73K
Firsthand Capital Management, Inc. 0.12% No change 1,000 $73K
Old Second National Bank of Aurora 0.01% No change 1,000 $73K
United Community Bank 0.02% Reduce -5.3% 993 $73K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +39.5% 989 $73K
Field & Main Bank 0.01% Reduce -9.2% 985 $72K
Acima Private Wealth, LLC 0.02% No change 967 $71K
Versant Capital Management, Inc 0.01% Reduce -5.5% 952 $70K
True Wealth Design, LLC 0.02% Reduce -8.8% 937 $69K
Motco 0.01% Add +1.9% 899 $66K
LFA - Lugano Financial Advisors SA 0.04% No change 890 $65K
Quaker Wealth Management, LLC 0.02% Add +0.6% 882 $65K
JNBA Financial Advisors 0.00% Reduce -5.6% 871 $64K
Silver Grove Financial Group, Inc. 0.03% Add +552.6% 868 $64K
Cypress Capital Management LLC (WY) 0.05% No change 860 $63K
Essential Partners LLC 0.03% Add +36.3% 852 $62K
CNB Bank 0.02% No change 852 $62K
Keating Financial Advisory Services, Inc. 0.01% Add +21.8% 848 $62K
Indiana Trust & Investment Management Co 0.02% No change 847 $62K
Covestor Ltd 0.04% Add +18.3% 841 $62K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -22.8% 845 $62K
SBI Securities Co., Ltd. 0.00% Reduce -9.0% 832 $61K
Mascoma Wealth Management LLC 0.01% No change 810 $59K
Murphy & Mullick Capital Management Corp 0.04% Reduce -6.1% 797 $58K
Mowery & Schoenfeld Wealth Management, LLC 0.08% No change 789 $58K
Westside Investment Management, Inc. 0.01% Reduce -6.0% 789 $58K
Flagship Wealth Advisors, LLC 0.01% No change 786 $58K
Cape Investment Advisory, Inc. 0.02% New 782 $57K
Horizon Financial Services, LLC 0.02% Add +550.8% 781 $57K
Westpac Banking Corp. 0.00% No change 777 $57K
Princeton Global Asset Management LLC 0.01% Add +2.7% 761 $56K
Orion Capital Management LLC 0.02% No change 750 $55K
First United Bank & Trust 0.02% No change 750 $55K
University of Texas/Texas Am Investment Management Co. 0.01% New 727 $53K
Birchbrook, Inc. 0.03% No change 725 $53K
Fiduciary Financial Advisors 0.01% New 731 $53K
American Capital Advisory, LLC 0.02% Add +1.0% 716 $53K
TD Capital Management LLC 0.00% Add +0.4% 711 $52K
LifeSteps Financial, Inc. 0.02% New 703 $52K
Golden State Wealth Management, LLC 0.00% No change 700 $51K
Kennebec Savings Bank 0.04% New 700 $51K
Lavaca Capital LLC 0.01% No change 700 $51K
Ramirez Asset Management, Inc. 0.01% No change 700 $51K
SJS Investment Consulting Inc. 0.01% Add +8.3% 667 $49K
Vision Retirement, LLC 0.01% Reduce -4.6% 665 $49K
Quarry LP 0.01% New 661 $48K
Prestige Wealth Management Group LLC 0.01% Add +2.0% 660 $48K
Brown, Lisle/Cummings, Inc. 0.01% No change 654 $48K
Avanza Fonder AB 0.00% No change 653 $48K
Armstrong Advisory Group, Inc. 0.00% No change 652 $48K
Chesapeake Asset Management LLC 0.04% No change 650 $48K
SOA Wealth Advisors, LLC. 0.01% No change 636 $47K
Ossiam 0.00% Reduce -94.1% 627 $46K
WPG Advisers, LLC 0.03% No change 613 $45K
Meramec Financial Planners, LLC 0.02% No change 635 $44K
Salomon & Ludwin, LLC 0.00% Add +23.0% 593 $43K
MTM Investment Management, LLC 0.01% No change 555 $41K
Leonteq Securities AG 0.00% Reduce -94.8% 528 $39K
Glen Eagle Advisors, LLC 0.00% Add +7.1% 528 $39K
Consultiva Wealth Management, Corp. 0.09% No change 523 $38K
Highline Wealth Partners LLC 0.01% Add +2.8% 515 $38K
Core Alternative Capital 0.01% No change 508 $37K
Cheviot Value Management, LLC 0.00% No change 502 $37K
Walsh & Associates, LLC 0.03% No change 500 $37K
Burnham & Co LLC 0.03% — 500 $37K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 496 $36K
Hager Investment Management Services, LLC 0.02% Reduce -20.2% 490 $36K
Investment Research & Advisory Group, Inc. 0.01% No change 451 $35K
Owl Creek Wealth Partners LLC 0.01% Add +52.1% 467 $34K
DT Investment Partners, LLC 0.00% No change 461 $34K
Bravera Wealth 0.01% No change 460 $34K
Coastline Trust Co 0.00% No change 460 $34K
Physician Wealth Advisors, Inc. 0.00% Add +17.4% 453 $33K
GW&K Investment Management, LLC 0.00% Add +1.6% 438 $32K
Nemes Rush Group LLC 0.00% No change 431 $32K
DiNuzzo Private Wealth, Inc. 0.00% Add +0.5% 430 $32K
JPL Wealth Management, LLC 0.01% Add +12.2% 415 $30K
Cornerstone Planning Group LLC 0.00% Add +2.5% 442 $30K
1620 Investment Advisors, Inc. 0.02% No change 407 $30K
KERR FINANCIAL PLANNING Corp 0.03% Add +0.3% 404 $30K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 403 $30K
Signature Equity Partners, LLC 0.01% Reduce -38.1% 401 $29K
Olistico Wealth, LLC 0.01% No change 400 $29K
Concord Wealth Partners 0.00% New 400 $29K
Rosenberg Matthew Hamilton 0.01% Add +19.6% 391 $29K
Lodestone Wealth Management LLC 0.01% Reduce -3.5% 390 $29K
West Branch Capital LLC 0.01% Reduce -24.5% 385 $28K
Financial Management Professionals, Inc. 0.00% Add +142.4% 383 $28K
Entrust Financial LLC 0.02% No change 375 $28K
Bayforest Capital Ltd 0.03% New 374 $27K
Cedar Mountain Advisors, LLC 0.00% Add +0.3% 357 $26K
Tounjian Advisory Partners, LLC 0.01% New 356 $26K
Meeder Asset Management Inc. 0.00% Add +18.1% 352 $26K
Logan Capital Management Inc. 0.00% — 350 $26K
Johnson Financial Group, Inc. 0.00% Add +7.5% 346 $25K
Godsey & Gibb, Inc. 0.00% No change 341 $25K
Curat Global, LLC 0.02% No change 340 $25K
Tanglewood Legacy Advisors, LLC 0.01% No change 335 $25K
Tompkins Financial Corp. 0.00% Reduce -46.4% 332 $24K
Rachor Investment Advisory Services, LLC 0.01% No change 320 $23K
Vega Investment Solutions 0.00% No change 320 $23K
Archer Investment Corp 0.00% No change 318 $23K
Wellington-Altus USA Inc. 0.02% No change 412 $23K
Country Trust Bank 0.00% Reduce -50.2% 310 $23K
Downshift Financial, LLC 0.01% New 305 $22K
Board of the Pension Protection Fund 0.02% New 300 $22K
Chung Wu Investment Group, LLC 0.01% Add +50.0% 300 $22K
Monetary Management Group Inc. 0.00% No change 300 $22K
Edmond DE Rothschild Holding S.A. 0.00% No change 300 $22K
S&T Bank 0.01% No change 290 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +6.0% 285 $21K
Cornerstone Financial Management LLC 0.02% Add +95.2% 285 $21K
Highland Investment Advisors LLC 0.01% — 284 $21K
Purpose Unlimited Inc. 0.00% No change 278 $21K
Creative Financial Designs Inc. 0.00% Add +0.4% 278 $20K
Frazier Financial Advisors, LLC 0.01% Reduce -1.8% 277 $20K
Private Wealth Management Group, LLC 0.00% Reduce -26.8% 273 $20K
First Community Trust NA 0.01% No change 272 $20K
Kemnay Advisory Services Inc. 0.00% Reduce -10.9% 271 $20K
Raffa Wealth Management, LLC 0.00% Add +5.6% 266 $20K
YANKCOM Partnership 0.01% No change 265 $19K
Investors Research Corp 0.00% Add +803.5% 262 $19K
Raelipskie Partnership 0.01% No change 255 $19K
Sachetta, LLC 0.01% Add +58.2% 250 $18K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +4800.0% 245 $18K
Nova Wealth Management, Inc. 0.01% New 228 $17K
Joseph Group Capital Management 0.00% Add +64.7% 224 $16K
High Note Wealth, LLC 0.00% Reduce -8.2% 223 $16K
Activest Wealth Management 0.00% Reduce -84.5% 215 $16K
CGC Financial Services, LLC 0.00% Reduce -4.5% 212 $16K
Dorato Capital Management 0.01% No change 220 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 203 $15K
Spectrum Wealth Advisory Group, LLC 0.00% New 201 $15K
VSM Wealth Advisory, LLC 0.00% No change 201 $15K
Hoese & Co LLP 0.01% New 200 $15K
Kilter Group LLC 0.01% Reduce -21.7% 198 $15K
Horizon Bancorp Inc. 0.01% No change 190 $14K
Park National Corp. 0.00% No change 189 $14K
Signature Resources Capital Management, LLC 0.01% No change 184 $13K
Nvwm, LLC 0.00% Reduce -1.7% 177 $13K
Global X Japan Co., Ltd. 0.00% Add +4.9% 172 $13K
Mosley Wealth Management 0.00% Add +12.6% 170 $12K
Avion Wealth 0.00% Add +20.3% 166 $12K
Bogart Wealth, LLC 0.00% Add +150.8% 163 $12K
Elevation Wealth Partners, LLC 0.00% Add +0.6% 162 $12K
Seneschal Advisors, LLC 0.01% No change 161 $12K
High Point Wealth Management, LLC 0.01% No change 160 $12K
TOWER TRUST & INVESTMENT Co 0.01% No change 160 $12K
Wiser Advisor Group LLC 0.01% Add +0.7% 152 $11K
Wolff Wiese Magana LLC 0.01% No change 147 $11K
RHL Group, LLC 0.01% No change 147 $11K
Groupe la Francaise 0.00% No change 173 $11K
Spurstone Advisory Services, LLC 0.14% Add +170.6% 138 $10K
Centennial Bank 0.00% Reduce -83.3% 133 $10K
Main Street Group, LTD 0.00% No change 133 $10K
Vision Financial Markets LLC 0.01% Add +0.8% 134 $10K
Buck Wealth Strategies, LLC 0.00% New 130 $10K
Kozak & Associates, Inc. 0.00% No change 132 $10K
Bay Harbor Wealth Management, LLC 0.00% Add +41.1% 127 $9K
Halbert Hargrove Global Advisors, LLC 0.00% Add +5.2% 122 $9K
Riverview Trust Co 0.01% No change 120 $9K
Tidemark, LLC 0.00% No change 113 $8K
Comprehensive Financial Planning, Inc. 0.00% No change 110 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 116 $8K
Providence Capital Advisors, LLC 0.00% Reduce -99.9% 108 $8K
Compass Financial Management LLC 0.00% — 113 $8K
Dogwood Wealth Management LLC 0.00% Add +12.9% 105 $8K
Y.D. More Investments Ltd 0.00% Add +5.0% 30,266 $7K
Financial Gravity Companies, Inc. 0.00% — 101 $7K
Sfam, LLC 0.01% No change 100 $7K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $7K
Planning Strategies Inc. 0.00% — 100 $7K
Newton One Investments LLC 0.00% New 100 $7K
Markowski Investments 0.00% — 100 $7K
Darwin Wealth Management, LLC 0.00% No change 91 $7K
Dunhill Financial, LLC 0.00% Reduce -6.3% 90 $7K
Bullseye Investment Management, LLC 0.00% No change 90 $7K
Millstone Evans Group, LLC 0.00% Add +27.5% 88 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 87 $6K
Hughes Financial Services, LLC 0.00% Add +92.9% 81 $6K
Strengthening Families & Communities, LLC 0.00% Add +9.5% 81 $6K
Caitlin John, LLC 0.00% Add +1.3% 81 $6K
Prosperity Bancshares Inc 0.00% Reduce -38.5% 80 $6K
Westfuller Advisors, LLC 0.00% Reduce -27.5% 79 $6K
United Financial Planning Group LLC 0.00% No change 79 $6K
Triumph Capital Management 0.00% Add +4.0% 79 $6K
West Paces Advisors Inc. 0.00% New 79 $6K
GGM Financial LLC 0.00% No change 78 $6K
Hollencrest Capital Management 0.00% No change 76 $6K
Cranbrook Wealth Management, LLC 0.00% No change 75 $6K
PlanVest Financial, Inc 0.00% No change 74 $5K
Axiom Investment Management LLC 0.00% New 70 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -51.8% 69 $5K
Tsfg, LLC 0.00% New 70 $5K
BOK Financial Private Wealth, Inc. 0.00% Reduce -57.5% 68 $5K
Aventura Private Wealth, LLC 0.00% No change 65 $5K
Principia Wealth Advisory, LLC 0.00% Add +16.7% 63 $5K
Arlington Trust Co LLC 0.00% No change 63 $5K
Graney & King, LLC 0.00% No change 63 $5K
Plante Moran Financial Advisors, LLC 0.00% Reduce -81.6% 62 $5K
Park Place Capital Corp 0.00% Reduce -6.2% 61 $4K
Byrne Asset Management LLC 0.00% Reduce -27.5% 58 $4K
Godfrey Financial Associates, Inc. 0.00% Reduce -23.0% 57 $4K
Navigoe, LLC 0.00% Add +32.0% 66 $4K
Pinney & Scofield, Inc. 0.00% No change 54 $4K
J.Safra Asset Management Corp 0.00% No change 54 $4K
PFS Partners, LLC 0.00% Add +1.9% 54 $4K
Redwood Park Advisors LLC 0.00% No change 53 $4K
Evolution Wealth Management Inc. 0.00% New 53 $4K
Sankala Group LLC 0.00% No change 63 $4K
Whipplewood Advisors, LLC 0.00% Reduce -68.5% 50 $4K
NBH Bank 0.00% — 50 $4K
Pacific Center for Financial Services 0.00% No change 50 $4K
Holos Integrated Wealth LLC 0.00% Reduce -56.7% 52 $4K
Dynamic Wealth Strategies, LLC 0.00% New 48 $4K
Valued Wealth Advisors LLC 0.00% No change 47 $3K
Towne Trust Company, N.A 0.00% No change 47 $3K
Aspect Partners, LLC 0.00% No change 46 $3K
Battery Global Advisors, LLC 0.00% No change 44 $3K
Premier Financial Group 0.00% New 44 $3K
HFM Investment Advisors, LLC 0.00% Add +173.3% 41 $3K
Asset Planning,Inc 0.00% No change 41 $3K
Fourth Dimension Wealth, LLC 0.00% New 38 $3K
Bare Financial Services, Inc 0.00% Add +50.0% 33 $2K
Imprint Wealth LLC 0.01% Reduce -45.5% 30 $2K
Retirement Wealth Solutions LLC 0.00% Add +123.1% 29 $2K
Atlas Capital Advisors Inc. 0.00% Reduce -99.0% 28 $2K
Burk Holdings LLC 0.00% No change 27 $2K
Stone House Investment Management, LLC 0.00% No change 27 $2K
Fairscale Capital, LLC 0.00% No change 25 $2K
Ameriflex Group, Inc. 0.00% Add +177.8% 25 $2K
Game Plan Financial Advisors, LLC 0.00% No change 24 $2K
American National Bank & Trust 0.00% New 24 $2K
Marquette Asset Management, LLC 0.00% Add +64.3% 23 $2K
Torren Management, LLC 0.00% No change 22 $2K
1015 Capital Partners, LLC 0.00% Add +10.0% 22 $2K
Phillip James Consulting Co. 0.00% No change 22 $2K
IMG Wealth Management, Inc. 0.00% New 22 $2K
Luminist Capital LLC 0.00% New 21 $2K
Gilpin Wealth Management, LLC 0.00% No change 20 $1K
Rakuten Securities, Inc. 0.00% Reduce -40.0% 18 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.7% 17 $1K
Trifecta Capital Advisors, LLC 0.00% New 15 $1K
CBIZ Investment Advisory Services, LLC 0.00% No change 19 $1K
Financial Network Wealth Advisors LLC 0.00% New 14 $1K
Elequin Capital, LP 0.00% New 14 $1K
Catherine Avery Investment Management LLC 0.00% No change 13 $954
Anchor Bay Capital, Inc. 0.00% — 15 $952
Allied Private Wealth LLC 0.00% — 13 $867
DecisionPoint Financial, LLC 0.00% Add +175.0% 11 $793
Minot DeBlois Advisors LLC 0.00% No change 10 $734
Lummis Asset Management, LP 0.00% New 10 $734
Hilton Head Capital Partners, LLC 0.00% Reduce -85.3% 9 $660
Core Capital Management & Research, inc. 0.00% — 10 $604
Fairman Group, LLC 0.00% No change 8 $587
Albion Financial Group 0.00% No change 7 $514
POM Investment Strategies, LLC 0.00% No change 5 $367
Strategic Wealth Partners, Ltd. 0.00% New 5 $367
Maryland Capital Advisors Inc. 0.00% — 4 $294
Beaird Harris Wealth Management, LLC 0.00% No change 4 $294
BNP Paribas 0.00% New 1 $73
Kingdom Financial Group LLC. 0.00% No change 1 $71
Evolution Advisers, Inc. 0.00% New 1 $0

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