Casey's General StoresCASY
13F holders, Q2 2025 (June 30)791holders +51
103new positions
49sold out
8famous investors
$510.27avg. 13F price*
At the end of Q2 2025, 791 institutions reported holding Casey's General Stores Inc. (CASY) in their 13F filings, up 51 from Q1 2025. 103 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and Morgan Stanley ($819.0M). 8 famous investors held it, including Dan Loeb (2.4% of Third Point's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Casey's General Stores Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 147528103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $257.6M |
| Exits | 49 | $79.2M |
All 13F filers, Q1 2025 → Q2 2025: 2,623,462 shares bought and 3,833,450 shares sold, net −1,209,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 791 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.0% | 3,785,312 | $1.9B |
| BlackRock, Inc. | 0.03% | Reduce -0.1% | 3,318,465 | $1.7B |
| Morgan Stanley | 0.05% | Reduce -11.1% | 1,605,009 | $819.0M |
| T. Rowe Price Investment Management, Inc. | 0.41% | Reduce -27.9% | 1,265,005 | $645.5M |
| State Street Corp. | 0.02% | Reduce -4.7% | 1,257,087 | $641.5M |
| FMR LLC | 0.03% | Add +2.4% | 1,098,479 | $560.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -23.2% | 795,622 | $406.0M |
| Clearbridge Investments, LLC | 0.30% | Reduce -8.5% | 724,365 | $369.6M |
| Franklin Resources Inc. | 0.10% | Add +0.3% | 708,893 | $361.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.1% | 690,521 | $352.4M |
| Raymond James Financial Inc. | 0.11% | Reduce -4.3% | 621,804 | $317.3M |
| Janus Henderson Group PLC | 0.15% | Reduce -3.9% | 603,975 | $308.2M |
| Victory Capital Management Inc. | 0.19% | Add +346.9% | 584,638 | $298.3M |
| Citadel Advisors | 0.24% | Add +21.6% | 527,180 | $269.0M |
| Invesco Ltd. | 0.04% | Add +71.7% | 483,907 | $246.9M |
| Bank of New York Mellon Corp | 0.05% | Reduce -8.6% | 471,172 | $240.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +9.2% | 448,919 | $229.1M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -11.1% | 438,484 | $223.7M |
| Norges Bank | 0.03% | Add +15.7% | 411,842 | $210.2M |
| Capital World Investors | 0.03% | Add +11.3% | 411,442 | $209.9M |
| Vontobel Holding Ltd. | 0.65% | Reduce -5.4% | 388,780 | $198.4M |
| Wellington Management Group LLP | 0.03% | Reduce -69.8% | 376,389 | $192.1M |
| Third Point | 2.44% | Add +20.0% | 360,000 | $183.7M |
| Northern Trust Corp. | 0.02% | Reduce -6.1% | 314,181 | $160.3M |
| Macquarie Group Ltd. | 0.19% | Reduce -23.9% | 295,475 | $150.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.0% | 290,774 | $148.4M |
| UBS Group AG | 0.03% | Add +2.6% | 285,944 | $145.9M |
| Principal Financial Group Inc. | 0.07% | Reduce -2.8% | 261,854 | $133.6M |
| Stifel Financial Corp. | 0.12% | Add +302.1% | 247,495 | $126.3M |
| Brown Advisory Inc. | 0.16% | Reduce -31.6% | 242,594 | $123.8M |
| Congress Asset Management Co. | 0.83% | Reduce -12.9% | 238,024 | $121.5M |
| Ameriprise Financial Inc. | 0.03% | Add +10.3% | 213,451 | $108.9M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -44.6% | 189,206 | $96.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +45.3% | 187,873 | $95.9M |
| Corient Private Wealth LP | 0.13% | Add +13.8% | 186,357 | $95.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -13.7% | 183,876 | $93.8M |
| Bank of America Corp. | 0.01% | Add +4.5% | 175,067 | $89.3M |
| Bridges Investment Management Inc. | 1.21% | Reduce -0.5% | 174,923 | $89.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.09% | Add +4224.4% | 174,705 | $89.1M |
| EULAV Asset Management | 2.09% | Add +2.1% | 174,200 | $88.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -10.8% | 173,097 | $88.3M |
| Baird Financial Group, Inc. | 0.15% | Reduce -14.7% | 172,033 | $87.8M |
| American Century Companies Inc. | 0.04% | Add +4.4% | 152,427 | $77.8M |
| Holocene Advisors, LP | 0.19% | Add +98.2% | 150,075 | $76.6M |
| Nuveen, LLC | 0.02% | Reduce -22.4% | 136,687 | $69.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +5.7% | 134,115 | $68.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +12.6% | 130,195 | $66.4M |
| Benjamin Edwards Inc. | 0.84% | Add +1.2% | 130,030 | $66.4M |
| Skye Global Management LP | 1.37% | No change | 126,000 | $64.3M |
| Teacher Retirement System of Texas | 0.27% | Add +23.6% | 125,760 | $64.2M |
| TD Asset Management Inc | 0.05% | Reduce -8.9% | 124,973 | $63.8M |
| Samlyn Capital, LLC | 0.92% | Reduce -51.7% | 123,388 | $63.0M |
| Royal Bank of Canada | 0.01% | Add +40.9% | 116,980 | $59.7M |
| DAVENPORT & Co LLC | 0.33% | Reduce -13.1% | 116,081 | $59.0M |
| Mairs & Power Inc. | 0.57% | Reduce -15.3% | 113,916 | $58.1M |
| Anchor Capital Advisors LLC | 1.71% | Reduce -4.1% | 113,898 | $58.1M |
| LPL Financial LLC | 0.02% | Add +28.8% | 112,098 | $57.2M |
| Rhumbline Advisers | 0.05% | Reduce -1.2% | 110,838 | $56.6M |
| Copeland Capital Management, LLC | 1.15% | Reduce -53.8% | 109,959 | $56.1M |
| California Public Employees Retirement System | 0.04% | Reduce -34.1% | 107,942 | $55.1M |
| Millennium Management | 0.05% | Add +8673.7% | 107,566 | $54.9M |
| Alyeska Investment Group, L.P. | 0.18% | Reduce -34.1% | 99,160 | $50.6M |
| Dearborn Partners LLC | 2.07% | Add +5.8% | 85,802 | $43.8M |
| Wedge Capital Management L L P | 0.75% | Reduce -19.8% | 82,046 | $41.9M |
| Legal & General Group Plc | 0.01% | Add +2.0% | 81,746 | $41.7M |
| Aberdeen Group plc | 0.07% | Reduce -0.2% | 79,662 | $40.6M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 75,099 | $38.3M |
| ProShare Advisors LLC | 0.08% | Reduce -2.8% | 73,908 | $37.7M |
| Swiss National Bank | 0.02% | Reduce -1.4% | 70,887 | $36.2M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -18.3% | 70,239 | $35.8M |
| Squarepoint Ops LLC | 0.07% | New | 62,653 | $32.0M |
| Jane Street Group, LLC | 0.05% | Add +919.0% | 59,664 | $30.4M |
| Select Equity Group, L.P. | 0.13% | Reduce -40.3% | 59,177 | $30.2M |
| Primecap Management Co. | 0.02% | Reduce -27.8% | 58,900 | $30.1M |
| Natixis Advisors, LLC | 0.05% | Add +0.3% | 56,946 | $29.1M |
| Epoch Investment Partners, Inc. | 0.15% | Add +1281.4% | 56,927 | $29.0M |
| Retirement Systems of Alabama | 0.10% | Add +0.3% | 56,264 | $28.7M |
| Cerity Partners LLC | 0.05% | Reduce -8.9% | 56,119 | $28.6M |
| First Trust Advisors LP | 0.02% | Reduce -25.1% | 55,061 | $28.1M |
| STRS Ohio | 0.10% | Reduce -19.8% | 53,584 | $27.3M |
| Hunter Perkins Capital Management, LLC | 6.41% | Reduce -9.3% | 52,771 | $26.9M |
| Martingale Asset Management L P | 0.66% | Reduce -15.6% | 52,393 | $26.7M |
| Zacks Investment Management | 0.22% | Add +2.0% | 49,831 | $25.4M |
| Segall Bryant & Hamill, LLC | 0.35% | Reduce -10.3% | 48,788 | $24.9M |
| Qube Research & Technologies Ltd | 0.03% | New | 47,979 | $24.5M |
| JLB & Associates Inc. | 3.33% | Add +4.0% | 46,797 | $23.9M |
| Sei Investments Co. | 0.03% | Reduce -13.6% | 46,425 | $23.7M |
| Advisors Capital Management, LLC | 0.33% | Add +0.8% | 46,329 | $23.6M |
| Carnegie Investment Counsel | 0.47% | Add +2.2% | 45,617 | $23.3M |
| Marshall Wace, LLP | 0.03% | New | 45,281 | $23.1M |
| Public Employees Retirement Association of Colorado | 0.09% | Add +33.2% | 45,093 | $23.0M |
| Liberty One Investment Management, LLC | 2.17% | Reduce -13.9% | 41,966 | $21.4M |
| River Road Asset Management, LLC | 0.27% | Reduce -68.3% | 40,879 | $21.3M |
| New York State Teachers Retirement System | 0.04% | No change | 39,246 | $20.0M |
| WealthPlan Investment Management, LLC | 1.45% | Add +1.7% | 38,957 | $19.9M |
| State of Wisconsin Investment Board | 0.05% | Reduce -3.9% | 37,723 | $19.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -0.2% | 37,202 | $19.0M |
| Hancock Whitney Corp. | 0.36% | New | 37,189 | $19.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -3.4% | 35,514 | $18.1M |
| Azimuth Capital Investment Management LLC | 0.67% | Add +0.3% | 35,451 | $18.1M |
| Marex Group Ltd | 0.34% | New | 35,145 | $17.9M |
| California State Teachers Retirement System | 0.02% | Add +1.4% | 34,810 | $17.8M |
| Deutsche Bank AG | 0.01% | Reduce -13.3% | 32,489 | $16.6M |
| Aptus Capital Advisors, LLC | 0.16% | Reduce -8.0% | 31,087 | $15.9M |
| AQR Capital Management | 0.01% | Reduce -16.1% | 30,918 | $15.7M |
| Midwest Trust Co | 0.22% | — | 30,694 | $15.7M |
| Smith Salley Wealth Management | 0.91% | Add +2.1% | 30,656 | $15.6M |
| Soros Capital Management LLC | 4.72% | Reduce -6.0% | 30,405 | $15.5M |
| CW Advisors, LLC | 0.15% | Reduce -13.6% | 29,446 | $15.0M |
| Jennison Associates LLC | 0.01% | New | 29,175 | $14.9M |
| Whittier Trust Co. | 0.18% | Add +2.6% | 29,086 | $14.8M |
| Axiom Investors LLC | 0.12% | Add +41.3% | 28,617 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -8.5% | 28,534 | $14.6M |
| 1832 Asset Management L.P. | 0.02% | Reduce -1.4% | 27,849 | $14.2M |
| Van Eck Associates Corp. | 0.02% | Reduce -15.8% | 27,552 | $14.1M |
| Hantz Financial Services, Inc. | 0.22% | Reduce -10.7% | 26,968 | $13.8M |
| Dakota Wealth Management | 0.29% | Add +2342.0% | 26,667 | $13.6M |
| CWA Asset Management Group, LLC | 0.55% | Add +1.8% | 25,353 | $12.9M |
| Driehaus Capital Management LLC | 0.10% | Add +1402.6% | 24,988 | $12.8M |
| Paragon Capital Management LLC | 6.54% | Reduce -3.6% | 24,957 | $12.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | New | 24,360 | $12.4M |
| Speece Thorson Capital Group Inc. | 2.43% | Add +1.5% | 23,418 | $11.9M |
| Sterling Capital Management LLC | 0.17% | Reduce -3.6% | 22,977 | $11.7M |
| Lord, Abbett & Co. LLC | 0.04% | Reduce -59.9% | 22,452 | $11.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -9.4% | 22,427 | $11.4M |
| Hennessy Advisors Inc. | 0.37% | New | 22,000 | $11.2M |
| Evexia Wealth LLC | 3.51% | Add +55.2% | 21,859 | $11.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -4.7% | 21,829 | $11.1M |
| Arkfeld Wealth Strategies, L.L.C. | 4.36% | Reduce -1.4% | 20,953 | $11.0M |
| Neuberger Berman Group LLC | 0.01% | Add +26.7% | 21,512 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -9.6% | 20,621 | $10.5M |
| Cetera Investment Advisers | 0.02% | Add +17.4% | 20,576 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.3% | 20,573 | $10.5M |
| Dillon & Associates Inc. | 1.42% | Add +19.8% | 20,576 | $10.5M |
| MetLife Investment Management, LLC | 0.06% | Reduce -27.0% | 20,240 | $10.3M |
| Howe & Rusling Inc. | 0.75% | Add +5.1% | 19,778 | $10.1M |
| Barclays PLC | 0.00% | Add +15.6% | 19,459 | $9.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +255.0% | 18,920 | $9.7M |
| Freestone Grove Partners LP | 0.07% | Reduce -50.2% | 18,651 | $9.5M |
| Torray Investment Partners LLC | 1.37% | Reduce -5.0% | 18,477 | $9.4M |
| Brevan Howard Capital Management LP | 0.10% | Add +515.8% | 18,473 | $9.4M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -3.4% | 18,459 | $9.4M |
| Nordea Investment Management AB | 0.01% | Add +1.0% | 18,504 | $9.3M |
| Curi Capital, LLC | 0.18% | Add +1.0% | 18,066 | $9.2M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.0% | 17,278 | $8.8M |
| Scopus Asset Management, L.P. | 0.24% | Reduce -13.8% | 17,232 | $8.8M |
| Amalgamated Bank | 0.07% | Add +0.4% | 17,183 | $8.8M |
| Worldquant Millennium Advisors LLC | 0.04% | New | 17,067 | $8.7M |
| Synovus Financial Corp. | 0.11% | Reduce -3.0% | 16,895 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +20.3% | 16,885 | $8.6M |
| Capital Insight Partners, LLC | 1.49% | Reduce -4.6% | 16,823 | $8.6M |
| Quantinno Capital Management LP | 0.04% | Add +34.5% | 16,818 | $8.6M |
| Commerce Bank | 0.05% | Add +33.8% | 16,751 | $8.5M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 16,719 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.0% | 16,575 | $8.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 16,023 | $8.2M |
| Illinois Municipal Retirement Fund | 0.11% | Add +6.9% | 16,007 | $8.2M |
| Whittier Trust Co. of Nevada Inc. | 0.18% | Add +3.2% | 15,924 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -7.2% | 15,506 | $7.9M |
| Marks Group Wealth Management, Inc | 0.72% | Reduce -0.9% | 15,231 | $7.8M |
| Verition Fund Management LLC | 0.05% | Reduce -36.2% | 15,131 | $7.7M |
| Leeward Investments, LLC - MA | 0.41% | Reduce -18.4% | 15,120 | $7.7M |
| Man Group plc | 0.02% | New | 15,111 | $7.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.7% | 14,917 | $7.6M |
| Ameritas Investment Partners, Inc. | 0.24% | Reduce -1.2% | 14,876 | $7.6M |
| Bank of Montreal | 0.00% | Reduce -2.9% | 14,736 | $7.5M |
| Banque Transatlantique SA | 0.20% | Reduce -5.8% | 14,555 | $7.4M |
| Groupe la Francaise | 0.12% | New | 14,510 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +3.5% | 14,364 | $7.3M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +4.9% | 14,049 | $7.2M |
| NewSquare Capital LLC | 0.53% | Add +4.4% | 14,021 | $7.2M |
| Comerica Bank | 0.03% | Reduce -9.4% | 13,859 | $7.1M |
| Focus Partners Wealth | 0.01% | Reduce -27.9% | 13,467 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.5% | 13,467 | $6.9M |
| State of Alaska, Department of Revenue | 0.07% | Reduce -1.3% | 13,316 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +79.1% | 13,068 | $6.7M |
| Nordwand Advisors, LLC | 1.02% | New | 12,789 | $6.5M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.4% | 12,714 | $6.5M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 12,260 | $6.3M |
| Intech Investment Management LLC | 0.06% | Add +5.7% | 12,257 | $6.3M |
| Algert Global LLC | 0.13% | New | 12,230 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.1% | 12,143 | $6.2M |
| Thompson Siegel & Walmsley LLC | 0.10% | Reduce -7.1% | 11,702 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +112.3% | 11,488 | $5.8M |
| Rip Road Capital Partners LP | 5.81% | Reduce -26.4% | 11,240 | $5.7M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 11,233 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +36.0% | 11,176 | $5.7M |
| Anthracite Investment Company, Inc. | 2.95% | No change | 11,100 | $5.7M |
| Moran Wealth Management, LLC | 0.17% | Add +0.2% | 10,988 | $5.6M |
| Arizona State Retirement System | 0.03% | Add +1.9% | 10,832 | $5.5M |
| Fruth Investment Management | 1.50% | Reduce -2.1% | 10,805 | $5.5M |
| Moors & Cabot, Inc. | 0.25% | Add +0.3% | 10,619 | $5.4M |
| Integrity Alliance, Llc. | 0.29% | Reduce -41.8% | 10,407 | $5.3M |
| Nicola Wealth Management LTD. | 0.50% | Reduce -80.7% | 10,400 | $5.3M |
| Louisiana State Employees Retirement System | 0.10% | No change | 10,400 | $5.3M |
| WealthPLAN Partners, LLC | 0.85% | Reduce -29.3% | 10,370 | $5.3M |
| Robbins Farley | 2.42% | Reduce -12.7% | 10,178 | $5.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.0% | 10,141 | $5.2M |
| Voya Investment Management LLC | 0.01% | Add +17.1% | 9,983 | $5.1M |
| Mgo One Seven LLC | 0.16% | Add +93.8% | 9,898 | $5.1M |
| Beacon Investment Advisors LLC | 2.18% | Add +0.3% | 9,977 | $5.1M |
| South Dakota Investment Council | 0.10% | No change | 9,865 | $5.0M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -8.4% | 9,677 | $4.9M |
| Creative Planning | 0.00% | Reduce -3.9% | 9,543 | $4.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +7.5% | 9,537 | $4.9M |
| James Investment Research, Inc. | 0.57% | Add +5.2% | 9,413 | $4.8M |
| Alps Advisors Inc. | 0.03% | Reduce -0.5% | 9,397 | $4.8M |
| Gateway Investment Advisers LLC | 0.05% | Reduce -0.0% | 9,384 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +93.1% | 9,365 | $4.8M |
| Shaker Investments LLC | 1.94% | Reduce -4.5% | 9,285 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -3.5% | 9,131 | $4.7M |
| Bath Savings Trust Co | 0.47% | Add +0.2% | 9,108 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -22.1% | 9,032 | $4.6M |
| Buckhead Capital Management LLC | 1.77% | Reduce -24.4% | 8,989 | $4.6M |
| Montag A & Associates Inc. | 0.22% | Reduce -10.7% | 8,989 | $4.6M |
| ICW Investment Advisors LLC | 1.81% | Reduce -0.9% | 8,970 | $4.6M |
| Highland Capital Management, LLC | 0.25% | Reduce -24.2% | 8,940 | $4.6M |
| State of Michigan Retirement System | 0.02% | No change | 8,921 | $4.6M |
| Lido Advisors, LLC | 0.02% | Add +877.9% | 8,840 | $4.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -66.8% | 8,911 | $4.5M |
| Knights of Columbus Asset Advisors LLC | 0.27% | Add +7.6% | 8,749 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.8% | 8,590 | $4.4M |
| UNIVEST FINANCIAL Corp | 0.26% | Add +157.3% | 8,556 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +7.1% | 8,525 | $4.4M |
| Arete Wealth Advisors, LLC | 0.31% | Reduce -10.6% | 8,492 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -7.1% | 8,345 | $4.3M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +0.8% | 8,325 | $4.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +0.4% | 8,288 | $4.2M |
| Legacy Financial Group LLC | 0.59% | Reduce -1.4% | 8,233 | $4.2M |
| Henshaw Capital LLC | 0.17% | Reduce -3.2% | 8,220 | $4.2M |
| Monument Capital Management | 1.08% | Add +3.0% | 8,107 | $4.1M |
| WD Rutherford LLC | 1.90% | Reduce -5.9% | 8,088 | $4.1M |
| Bank of New Hampshire | 1.01% | Reduce -1.7% | 7,963 | $4.1M |
| CI Investments Inc. | 0.02% | Add +9.9% | 7,951 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +2.3% | 7,871 | $4.0M |
| Peterson Wealth Management | 2.37% | New | 7,839 | $4.0M |
| Foster Group, Inc. | 0.14% | Add +9.2% | 7,813 | $4.0M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -2.5% | 7,700 | $3.9M |
| Creekmur Asset Management LLC | 0.69% | Add +381.5% | 7,622 | $3.9M |
| Zions Bancorporation, National Association | 0.21% | Reduce -0.5% | 7,602 | $3.9M |
| New Mexico Educational Retirement Board | 0.13% | No change | 7,600 | $3.9M |
| Oregon Public Employees Retirement Fund | 0.07% | Reduce -0.8% | 7,562 | $3.9M |
| AssuredPartners Investment Advisors, LLC | 0.94% | Reduce -5.7% | 7,541 | $3.8M |
| Ieq Capital, LLC | 0.02% | Add +2.8% | 7,491 | $3.8M |
| Sit Investment Associates Inc. | 0.08% | No change | 7,325 | $3.7M |
| Blair William & Co. | 0.01% | Add +2.1% | 7,253 | $3.7M |
| Gabelli Funds LLC | 0.03% | No change | 7,000 | $3.6M |
| Wendell David Associates Inc. | 0.36% | Add +1.8% | 6,975 | $3.6M |
| First National Bank of Omaha | 0.23% | Add +2.5% | 6,922 | $3.5M |
| Freedom Day Solutions, LLC | 1.02% | Reduce -3.0% | 6,742 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -49.0% | 6,730 | $3.4M |
| Clifford Swan Investment Counsel LLC | 0.12% | Reduce -1.1% | 6,649 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.5% | 6,393 | $3.3M |
| Dividend Assets Capital, LLC | 0.59% | Reduce -0.9% | 6,357 | $3.2M |
| GWN Securities Inc. | 0.59% | Reduce -2.8% | 6,251 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +10.0% | 6,195 | $3.2M |
| Utah Retirement Systems | 0.03% | No change | 6,136 | $3.1M |
| CPC Advisors, LLC | 0.38% | Add +11.3% | 5,989 | $3.1M |
| LRT Capital Management, LLC | 1.77% | Add +26.3% | 5,854 | $3.0M |
| Security National Bank | 0.52% | Add +3.1% | 5,851 | $3.0M |
| HRT Financial LP | 0.01% | New | 5,830 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +8.8% | 5,668 | $2.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.5% | 5,604 | $2.9M |
| Northwest Wealth Management, LLC | 0.52% | Add +0.2% | 5,601 | $2.9M |
| Scholtz & Company, LLC | 1.25% | Reduce -1.8% | 5,595 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +65.6% | 5,361 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +11.2% | 5,424 | $2.8M |
| Independent Solutions Wealth Management, LLC | 0.53% | Add +2.6% | 5,317 | $2.7M |
| Cwm, LLC | 0.01% | Add +1.8% | 5,252 | $2.7M |
| Inspire Investing, LLC | 0.29% | Add +2.4% | 5,224 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -18.7% | 5,090 | $2.6M |
| Oddo BHF Asset Management Sas | 0.10% | Reduce -2.7% | 4,970 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | No change | 4,968 | $2.5M |
| Cibc World Market Inc. | 0.01% | Add +1.6% | 4,959 | $2.5M |
| Nilsine Partners, LLC | 0.25% | New | 4,940 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -5.6% | 4,921 | $2.5M |
| Kestra Investment Management, LLC | 0.08% | Reduce -22.8% | 4,917 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.4% | 4,875 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -1.9% | 4,801 | $2.5M |
| Harbor Capital Advisors, Inc. | 0.10% | Reduce -12.1% | 4,767 | $2.4M |
| Gotham Asset Management | 0.01% | Add +98.6% | 4,741 | $2.4M |
| Xponance LLC | 0.02% | Reduce -4.5% | 4,706 | $2.4M |
| Jain Global LLC | 0.04% | New | 4,700 | $2.4M |
| Islay Capital Management, LLC | 1.53% | No change | 4,606 | $2.4M |
| Fifth Third Wealth Advisors LLC | 0.10% | Reduce -0.0% | 4,514 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +15.5% | 4,510 | $2.3M |
| LGT Fund Management Co Ltd. | 0.20% | Add +28.6% | 4,500 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -6.0% | 4,406 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +0.5% | 4,404 | $2.2M |
| Townsquare Capital LLC | 0.22% | Reduce -76.2% | 4,398 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.6% | 4,330 | $2.2M |
| Pittenger & Anderson Inc. | 0.08% | Add +108.2% | 4,309 | $2.2M |
| Eukles Asset Management | 0.88% | Add +1.0% | 4,232 | $2.2M |
| Prudential Financial Inc. | 0.00% | Add +21.3% | 4,169 | $2.1M |
| Panagora Asset Management Inc. | 0.01% | Add +0.5% | 4,147 | $2.1M |
| Avantax Planning Partners, Inc. | 0.07% | No change | 4,091 | $2.1M |
| Promethium Advisors,llc | 1.26% | Add +5.4% | 4,079 | $2.1M |
| Compass Financial Services Inc | 1.00% | Add +3.2% | 4,032 | $2.1M |
| Prescott Group Capital Management, L.L.C. | 0.24% | No change | 4,000 | $2.0M |
| Orser Capital Management, LLC | 1.45% | Add +95.5% | 3,989 | $2.0M |
| First Merchants Corp. | 0.08% | Reduce -23.3% | 3,978 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +3.2% | 3,912 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 3,824 | $2.0M |
| LVM Capital Management Ltd. | 0.20% | Reduce -2.8% | 3,780 | $1.9M |
| Keystone Investors Pte Ltd. | 0.39% | New | 3,748 | $1.9M |
| Keybank National Association | 0.01% | Reduce -16.3% | 3,715 | $1.9M |
| Tributary Capital Management, LLC | 0.17% | Add +4.0% | 3,676 | $1.9M |
| Fieldview Capital Management, LLC | 0.28% | New | 3,659 | $1.9M |
| Burney Co./ | 0.06% | Reduce -5.8% | 3,588 | $1.8M |
| Prairie Wealth Advisors, Inc. | 0.77% | Reduce -10.9% | 3,550 | $1.8M |
| Bayesian Capital Management, LP | 0.29% | New | 3,544 | $1.8M |
| Keel Point, LLC | 0.12% | New | 3,480 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Reduce -1.4% | 3,465 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.15% | New | 3,412 | $1.7M |
| Nomura Holdings Inc. | 0.01% | New | 3,382 | $1.7M |
| Redmond Asset Management, LLC | 0.41% | No change | 3,379 | $1.7M |
| Denali Advisors LLC | 0.18% | Reduce -2.0% | 3,323 | $1.7M |
| Westover Capital Advisors, LLC | 0.33% | Reduce -3.3% | 3,283 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -66.6% | 3,255 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.0% | 3,232 | $1.6M |
| Norden Group LLC | 0.18% | Reduce -2.3% | 3,204 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -68.2% | 3,155 | $1.6M |
| Texas Yale Capital Corp. | 0.05% | No change | 3,118 | $1.6M |
| Mirae Asset Securities (usa) Inc. | 0.07% | New | 3,108 | $1.6M |
| Waterloo Capital, L.P. | 0.13% | Add +13.2% | 3,107 | $1.6M |
| Danske Bank A/S | 0.00% | New | 3,101 | $1.6M |
| Barden Capital Management, Inc. | 1.38% | Reduce -3.9% | 3,088 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +9.4% | 3,015 | $1.5M |
| &partners | 0.01% | Add +53.4% | 3,004 | $1.5M |
| Cobler Capital Management, LLC | 1.52% | — | 2,947 | $1.5M |
| PEAK6 LLC | 0.05% | Add +345.0% | 2,968 | $1.5M |
| Maverick Capital | 0.02% | New | 2,897 | $1.5M |
| Two Sigma Securities, LLC | 0.18% | Add +333.4% | 2,895 | $1.5M |
| Securian Asset Management, Inc. | 0.04% | No change | 2,885 | $1.5M |
| Linden Thomas Advisory Services, LLC | 0.16% | Reduce -19.0% | 2,842 | $1.5M |
| 111 Capital | 0.25% | Add +198.1% | 2,832 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -3.9% | 2,767 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +5.8% | 2,751 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.08% | No change | 2,741 | $1.4M |
| Logan Capital Management Inc. | 0.06% | Reduce -46.1% | 2,682 | $1.4M |
| Scientech Research LLC | 0.33% | New | 2,665 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -0.0% | 2,634 | $1.3M |
| Engineers Gate Manager LP | 0.02% | New | 2,612 | $1.3M |
| Ethic Inc. | 0.02% | Add +5.0% | 2,625 | $1.3M |
| Virtu Financial LLC | 0.07% | New | 2,598 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.3% | 2,593 | $1.3M |
| Leibman Financial Services, Inc. | 1.01% | New | 2,579 | $1.3M |
| Quadrant Capital Group LLC | 0.05% | Add +9.9% | 2,566 | $1.3M |
| JSF Financial, LLC | 0.31% | Add +10.1% | 2,546 | $1.3M |
| YHB Investment Advisors, Inc. | 0.10% | Add +31.3% | 2,546 | $1.3M |
| Vestcor Inc | 0.04% | Add +48.0% | 2,542 | $1.3M |
| Williamson Legacy Group, LLC | 1.08% | Add +4.9% | 2,505 | $1.3M |
| Sherbrooke Park Advisers LLC | 0.55% | New | 2,501 | $1.3M |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -43.0% | 2,496 | $1.3M |
| Kenora Financial, LLC | 0.47% | Reduce -4.5% | 2,485 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Add +21.3% | 2,350 | $1.2M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -2.0% | 2,339 | $1.2M |
| Koshinski Asset Management, Inc. | 0.09% | Add +48.5% | 2,336 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | New | 2,324 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.42% | Reduce -4.1% | 2,318 | $1.2M |
| Trueblood Wealth Management, LLC | 0.49% | Add +7.1% | 2,310 | $1.2M |
| Gibbs Wealth Management | 0.23% | Add +5.9% | 2,308 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +354.6% | 2,314 | $1.2M |
| Portside Wealth Group, LLC | 0.17% | Add +3.8% | 2,271 | $1.2M |
| Harvest Investment Services, LLC | 0.26% | New | 2,255 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.5% | 2,249 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +0.0% | 2,248 | $1.1M |
| OP Asset Management Ltd | 0.02% | Reduce -23.1% | 2,206 | $1.1M |
| Wealth Advisors of Iowa, LLC | 0.42% | Add +2.6% | 2,202 | $1.1M |
| Coastal Bridge Advisors, LLC | 0.09% | New | 2,194 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -29.4% | 2,194 | $1.1M |
| Calamos Advisors LLC | 0.01% | Add +85.4% | 2,191 | $1.1M |
| Bokf, NA | 0.02% | Add +28.5% | 2,180 | $1.1M |
| Sepio Capital, LP | 0.08% | Reduce -43.3% | 2,167 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +35.4% | 2,148 | $1.1M |
| Mokosak Advisory Group, LLC | 0.31% | Add +0.5% | 2,139 | $1.1M |
| Money Concepts Capital Corp. | 0.07% | Add +18.3% | 2,133 | $1.1M |
| Advisor OS, LLC | 0.11% | Add +1.0% | 2,131 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Add +79.5% | 2,114 | $1.1M |
| Quantbot Technologies LP | 0.03% | New | 2,111 | $1.1M |
| Genus Capital Management Inc. | 0.14% | Reduce -32.3% | 2,100 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -6.9% | 2,093 | $1.1M |
| Corient IA LP | 0.63% | No change | 2,092 | $1.1M |
| Bridgewater Associates | 0.00% | Reduce -24.3% | 2,086 | $1.1M |
| Impax Asset Management Group plc | 0.01% | Reduce -72.1% | 2,065 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +143.8% | 2,014 | $1.0M |
| Fire Capital Management LLC | 0.66% | Add +17.2% | 2,047 | $1.0M |
| Gen-Wealth Partners Inc | 0.40% | New | 2,030 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +2.4% | 2,029 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +5677.1% | 2,022 | $1.0M |
| Net Worth Advisory Group | 0.22% | Add +106.3% | 1,970 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.0% | 1,964 | $1.0M |
| CenterBook Partners LP | 0.05% | Reduce -34.9% | 1,937 | $988K |
| HighPoint Advisor Group LLC | 0.05% | Add +9.8% | 1,903 | $971K |
| Seeds Investor LLC | 0.23% | Add +38.3% | 1,894 | $966K |
| Intrust Bank NA | 0.09% | Add +12.5% | 1,886 | $962K |
| Great Lakes Advisors, LLC | 0.01% | Add +13.5% | 1,879 | $959K |
| City State Bank | 0.30% | Reduce -1.4% | 1,872 | $955K |
| Catalyst Funds Management Pty Ltd | 0.26% | New | 1,850 | $944K |
| Shell Asset Management Co. | 0.03% | Reduce -14.8% | 1,848 | $943K |
| QRG Capital Management, Inc. | 0.01% | Add +78.7% | 1,837 | $937K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.0% | 1,834 | $936K |
| Ritholtz Wealth Management | 0.02% | Add +13.9% | 1,823 | $930K |
| Dark Forest Capital Management LP | 0.04% | New | 1,812 | $925K |
| Northeast Financial Consultants Inc | 0.04% | No change | 1,800 | $918K |
| Busey Bank | 0.03% | No change | 1,793 | $915K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 1,763 | $900K |
| Fortem Financial Group, LLC | 0.29% | Reduce -37.3% | 1,747 | $891K |
| Maryland State Retirement & Pension System | 0.02% | No change | 1,730 | $883K |
| PAX Financial Group, LLC | 0.17% | Add +12.7% | 1,724 | $880K |
| Blueshift Asset Management, LLC | 0.27% | Add +65.1% | 1,719 | $877K |
| First Bank & Trust | 0.16% | Reduce -1.0% | 1,716 | $876K |
| Crawford Investment Counsel Inc. | 0.02% | No change | 1,710 | $873K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 1,705 | $870K |
| Seelaus Asset Management LLC | 0.78% | No change | 1,695 | $865K |
| Parallel Advisors, LLC | 0.02% | Add +0.2% | 1,690 | $862K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -62.5% | 1,645 | $840K |
| First National Advisers, LLC | 0.12% | Add +6.3% | 1,638 | $836K |
| M&T Bank Corp | 0.00% | Reduce -35.2% | 1,629 | $832K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.6% | 1,626 | $830K |
| Park Avenue Securities LLC | 0.01% | New | 1,622 | $828K |
| Oak Ridge Investments LLC | 0.06% | No change | 1,615 | $824K |
| Olistico Wealth, LLC | 0.46% | Reduce -25.6% | 1,613 | $823K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.1% | 1,611 | $822K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -8.9% | 1,569 | $815K |
| Gsa Capital Partners LLP | 0.06% | New | 1,592 | $812K |
| CreativeOne Wealth, LLC | 0.02% | Add +12.6% | 1,578 | $805K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -16.7% | 1,570 | $801K |
| Greenwood Capital Associates LLC | 0.10% | Reduce -18.5% | 1,565 | $799K |
| Knollwood Investment Advisory, LLC | 0.08% | No change | 1,557 | $794K |
| Independent Wealth Network Inc. | 0.28% | Reduce -2.4% | 1,528 | $780K |
| GAMMA Investing LLC | 0.05% | Add +20.5% | 1,510 | $771K |
| Vident Advisory, LLC | 0.01% | Add +4.5% | 1,504 | $767K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,502 | $766K |
| Bank of Nova Scotia | 0.00% | Add +14.8% | 1,493 | $762K |
| Jag Capital Management, LLC | 0.08% | Add +1.2% | 1,483 | $757K |
| Grandview Asset Management LLC | 0.24% | Add +13.8% | 1,477 | $754K |
| Vise Technologies, Inc. | 0.03% | — | 1,456 | $743K |
| Viawealth, LLC | 0.44% | Reduce -21.3% | 1,453 | $741K |
| Polymer Capital Management (HK) LTD | 0.12% | Add +18.4% | 1,451 | $740K |
| Pacer Advisors, Inc. | 0.00% | New | 1,442 | $736K |
| Regal Investment Advisors LLC | 0.05% | Add +10.8% | 1,433 | $731K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -1.4% | 1,844 | $731K |
| Pecaut & Co. | 0.24% | No change | 1,425 | $727K |
| First Eagle Investment Management, LLC | 0.00% | Add +7.6% | 1,421 | $725K |
| AE Wealth Management LLC | 0.01% | Add +21.6% | 1,412 | $721K |
| Brooklyn Investment Group | 0.09% | Add +848.6% | 1,404 | $716K |
| Guggenheim Capital LLC | 0.01% | Reduce -17.3% | 1,381 | $705K |
| Harbour Capital Advisors, LLC | 0.15% | Add +60.8% | 1,375 | $703K |
| Clarity Asset Management, Inc. | 0.42% | Add +0.1% | 1,368 | $698K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.7% | 1,367 | $698K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.2% | 1,366 | $697K |
| Syon Capital LLC | 0.05% | Add +0.9% | 1,353 | $690K |
| Choreo, LLC | 0.01% | Reduce -6.8% | 1,346 | $687K |
| IFP Advisors, Inc | 0.02% | Add +71.7% | 1,025 | $686K |
| Virtus Advisers, LLC | 0.43% | No change | 1,332 | $680K |
| Meridian Wealth Management, LLC | 0.03% | Add +8.9% | 1,323 | $675K |
| Shelton Capital Management | 0.02% | No change | 1,320 | $674K |
| Brookwood Investment Group LLC | 0.11% | No change | 1,314 | $670K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.7% | 1,304 | $665K |
| Renaissance Group LLC | 0.03% | Reduce -23.9% | 1,283 | $655K |
| Private Wealth Asset Management, LLC | 0.09% | Add +88.5% | 1,263 | $644K |
| Menard Financial Group LLC | 0.38% | Reduce -3.3% | 1,248 | $637K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +66.7% | 1,242 | $634K |
| GAMCO Investors | 0.01% | Reduce -24.2% | 1,232 | $629K |
| Allworth Financial LP | 0.00% | Add +84.9% | 1,209 | $617K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +58.7% | 1,206 | $615K |
| Westbourne Investments, Inc. | 0.33% | New | 1,205 | $615K |
| Burns J W & Co. Inc. | 0.07% | No change | 1,204 | $614K |
| Yorktown Management & Research Co Inc | 0.58% | No change | 1,200 | $612K |
| Americana Partners, LLC | 0.02% | No change | 1,200 | $612K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -2.7% | 1,195 | $610K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -16.8% | 1,187 | $606K |
| CIBC Asset Management Inc | 0.00% | No change | 1,167 | $595K |
| Gilbert & Cook, Inc. | 0.08% | No change | 1,165 | $594K |
| Petrus Trust Company, LTA | 0.06% | New | 1,147 | $585K |
| Graypoint LLC | 0.03% | Add +73.8% | 1,140 | $582K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -36.2% | 1,136 | $580K |
| Goldstone Financial Group, LLC | 0.08% | No change | 1,101 | $569K |
| Procyon Advisors, LLC | 0.05% | Reduce -7.8% | 1,112 | $567K |
| Harbour Investments, Inc. | 0.01% | Add +11.8% | 1,106 | $564K |
| Motley Fool Asset Management LLC | 0.03% | Add +9.2% | 1,105 | $564K |
| L.M. Kohn & Company | 0.15% | Add +110.5% | 1,099 | $561K |
| Union Savings Bank | 0.26% | Reduce -1.6% | 1,072 | $558K |
| Security National Bank of So Dak | 0.30% | No change | 1,088 | $555K |
| Berger Financial Group, Inc | 0.04% | No change | 1,083 | $553K |
| BCS Private Wealth Management, Inc. | 0.21% | — | 1,080 | $551K |
| Versor Investments LP | 0.10% | New | 1,077 | $550K |
| Laidlaw Wealth Management LLC | 1.55% | Reduce -5.2% | 1,056 | $539K |
| King Wealth Management Group | 0.07% | No change | 1,050 | $536K |
| Heritage Investment Group, Inc. | 0.09% | No change | 1,049 | $535K |
| Fiduciary Trust Co | 0.01% | Add +94.8% | 1,046 | $534K |
| Level Four Advisory Services, LLC | 0.02% | New | 1,026 | $524K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -40.2% | 1,019 | $520K |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +1.0% | 1,017 | $519K |
| Strategy Asset Managers LLC | 0.10% | No change | 1,011 | $516K |
| Castleark Management LLC | 0.02% | Reduce -42.6% | 1,010 | $515K |
| KBC Group NV | 0.00% | Reduce -35.8% | 1,010 | $515K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -4.0% | 1,001 | $511K |
| WealthTrust Axiom LLC | 0.15% | No change | 1,000 | $510K |
| Tidal Investments LLC | 0.00% | Add +53.1% | 1,000 | $510K |
| Argent Trust Co | 0.02% | Reduce -30.0% | 986 | $503K |
| Dynamic Financial Group | 0.48% | Reduce -2.6% | 985 | $503K |
| Jump Financial, LLC | 0.01% | Add +42.6% | 968 | $494K |
| Merit Financial Group, LLC | 0.01% | Add +24.5% | 965 | $492K |
| Swiss Life Asset Management Ltd | 0.00% | Add +68.4% | 963 | $491K |
| CHICAGO TRUST Co NA | 0.07% | Add +33.7% | 961 | $490K |
| Walleye Capital LLC | 0.01% | Reduce -17.0% | 954 | $487K |
| Trust Point Inc. | 0.05% | Reduce -33.4% | 939 | $479K |
| Cadent Capital Advisors, LLC | 0.16% | Reduce -12.0% | 939 | $479K |
| Oarsman Capital, Inc. | 0.07% | No change | 925 | $472K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -73.1% | 907 | $463K |
| Verus Capital Partners, LLC | 0.04% | Reduce -9.4% | 902 | $460K |
| Cynosure Group, LLC | 0.05% | Add +0.1% | 897 | $458K |
| Mitchell Sinkler & Starr | 0.22% | Reduce -5.3% | 890 | $454K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 889 | $454K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.1% | 885 | $452K |
| Inspire Advisors, LLC | 0.05% | New | 881 | $449K |
| Forum Financial Management, LP | 0.01% | Add +9.7% | 880 | $449K |
| Walker Asset Management, LLC | 0.26% | No change | 875 | $446K |
| LifeWealth Investments, LLC | 0.16% | Add +14.7% | 844 | $431K |
| Diversify Advisory Services, LLC | 0.02% | Add +74.0% | 828 | $430K |
| Accel Wealth Management | 0.14% | Add +8.9% | 840 | $429K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +41.4% | 834 | $426K |
| Praxis Investment Management Inc. | 0.03% | No change | 830 | $424K |
| Profund Advisors LLC | 0.02% | Reduce -5.6% | 825 | $421K |
| LexAurum Advisors, LLC | 0.07% | Reduce -40.9% | 821 | $419K |
| J. W. Coons Advisors, LLC | 0.09% | Add +44.3% | 815 | $416K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Add +17.8% | 813 | $415K |
| Steph & Co. | 0.13% | Reduce -12.5% | 801 | $409K |
| TD Private Client Wealth LLC | 0.01% | Add +2250.0% | 799 | $408K |
| Infrastructure Capital Advisors, LLC | 0.07% | Reduce -33.1% | 787 | $402K |
| Security Financial Services, INC. | 0.07% | Add +13.3% | 784 | $400K |
| HB Wealth Management, LLC | 0.00% | Reduce -14.9% | 781 | $399K |
| Cozad Asset Management Inc. | 0.03% | No change | 780 | $398K |
| Trust Co. of Oklahoma | 0.13% | New | 777 | $396K |
| Compound Planning, Inc. | 0.01% | Add +12.5% | 773 | $394K |
| Sovran Advisors, LLC | 0.04% | Reduce -6.1% | 766 | $392K |
| Fifth Third Bancorp | 0.00% | Reduce -58.8% | 754 | $385K |
| Horizon Bancorp Inc. | 0.19% | New | 750 | $383K |
| Glenmede Investment Management, LP | 0.00% | — | 747 | $381K |
| Accurate Wealth Management, LLC | 0.06% | Add +3.9% | 727 | $381K |
| Allianz Asset Management GmbH | 0.00% | Reduce -46.2% | 740 | $378K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +15.7% | 739 | $377K |
| Navellier & Associates Inc. | 0.05% | No change | 738 | $377K |
| Huntington National Bank | 0.00% | Reduce -0.4% | 721 | $368K |
| Covenant Partners, LLC | 0.11% | Reduce -8.6% | 713 | $364K |
| West Financial Advisors, LLC | 0.06% | Add +1.1% | 712 | $363K |
| Wealthcare Capital Partners, LLC | 0.18% | No change | 707 | $361K |
| AdvisorNet Financial, Inc | 0.02% | No change | 704 | $359K |
| Aspen Capital Management, LLC | 0.10% | No change | 702 | $358K |
| Scotia Capital Inc. | 0.00% | No change | 700 | $357K |
| Ancora Advisors LLC | 0.01% | Add +4.5% | 695 | $355K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -66.0% | 703 | $352K |
| Meeder Advisory Services, Inc. | 0.02% | Add +30.1% | 687 | $351K |
| World Equity Group, Inc. | 0.10% | Reduce -5.5% | 685 | $350K |
| Smith, Moore & Co. | 0.03% | Reduce -5.0% | 665 | $339K |
| WINTON GROUP Ltd | 0.02% | New | 664 | $339K |
| Raleigh Capital Management Inc. | 0.14% | Add +19.5% | 663 | $338K |
| Amundi | 0.00% | New | 661 | $338K |
| Stephens Inc. | 0.00% | Reduce -9.8% | 661 | $337K |
| Applied Capital LLC | 0.25% | No change | 659 | $336K |
| International Assets Investment Management, LLC | 0.03% | Add +23.9% | 627 | $320K |
| New Hampshire Trust | 0.07% | Reduce -18.9% | 621 | $317K |
| RDA Financial Network | 0.09% | No change | 620 | $316K |
| Quarry LP | 0.08% | New | 619 | $316K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -13.9% | 615 | $314K |
| Apollon Wealth Management, LLC | 0.01% | Add +31.2% | 614 | $313K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.0% | 604 | $308K |
| Allen Capital Group, LLC | 0.03% | Add +0.2% | 604 | $308K |
| Fulton Bank, N.A. | 0.01% | Add +7.3% | 604 | $308K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -13.9% | 603 | $308K |
| Harvey Capital Management Inc. | 0.07% | New | 600 | $306K |
| Anb Bank | 0.14% | Add +5.3% | 595 | $304K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -67.0% | 585 | $299K |
| Longboard Asset Management, LP | 0.74% | No change | 583 | $297K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -12.0% | 580 | $296K |
| Clarus Wealth Advisors | 0.14% | Reduce -10.4% | 574 | $294K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +2.4% | 560 | $286K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.4% | 560 | $286K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.6% | 554 | $283K |
| Kathmere Capital Management, LLC | 0.02% | New | 549 | $280K |
| West Bancorporation Inc. | 0.18% | New | 545 | $278K |
| OneAscent Family Office, LLC | 0.26% | Reduce -49.4% | 544 | $278K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.5% | 539 | $275K |
| Elgethun Capital Management | 0.06% | No change | 539 | $275K |
| Blue Trust, Inc. | 0.00% | Reduce -2.2% | 536 | $274K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.9% | 533 | $272K |
| 4WEALTH Advisors, Inc. | 0.28% | Reduce -55.5% | 531 | $271K |
| Avior Wealth Management, LLC | 0.01% | No change | 526 | $269K |
| Capital Square, LLC | 0.14% | New | 518 | $268K |
| Evergreen Capital Management LLC | 0.01% | New | 524 | $267K |
| Pinnacle Associates Ltd. | 0.00% | New | 523 | $267K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +11.4% | 519 | $265K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 513 | $262K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +8.9% | 512 | $261K |
| Midwest Heritage Bank, FSB | 0.10% | Reduce -4.0% | 510 | $260K |
| M3 Advisory Group, LLC | 0.18% | New | 504 | $257K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -6.5% | 504 | $257K |
| BNC Wealth Management, LLC | 0.08% | No change | 502 | $256K |
| Strategic Blueprint, LLC | 0.01% | Reduce -12.9% | 501 | $256K |
| FLP Wealth Management, LLC | 0.72% | No change | 500 | $255K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.2% | 498 | $254K |
| First Western Trust Bank | 0.01% | No change | 495 | $253K |
| Summit Securities Group LLC | 0.09% | Add +576.7% | 494 | $252K |
| McLean Asset Management Corp | 0.07% | Add +0.8% | 492 | $252K |
| Fox Run Management, L.L.C. | 0.04% | New | 487 | $249K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 486 | $248K |
| Avestar Capital, LLC | 0.02% | Reduce -5.1% | 485 | $247K |
| EntryPoint Capital, LLC | 0.12% | New | 484 | $247K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Reduce -42.9% | 481 | $245K |
| Crews Bank & Trust | 0.04% | No change | 477 | $243K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | No change | 472 | $241K |
| First Nebraska Trust Co | 0.02% | No change | 472 | $241K |
| Precision Wealth Strategies, LLC | 0.08% | New | 469 | $240K |
| Legacy Financial Strategies, LLC | 0.05% | No change | 469 | $239K |
| Impact Capital Partners LLC | 0.08% | Add +0.4% | 467 | $238K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 462 | $236K |
| Wallace Advisory Group, LLC | 0.17% | Add +5.6% | 543 | $236K |
| Signaturefd, LLC | 0.00% | Reduce -21.2% | 460 | $235K |
| Claret Asset Management Corp | 0.03% | Reduce -12.9% | 458 | $234K |
| FSM Wealth Advisors, LLC | 0.04% | New | 443 | $233K |
| Ravenstone Capital Management Inc. | 0.12% | No change | 450 | $230K |
| NDVR, Inc. | 0.21% | Reduce -41.1% | 449 | $229K |
| PDS Planning, Inc | 0.02% | New | 447 | $228K |
| Genesis Private Wealth, LLC | 0.11% | New | 445 | $227K |
| Philip James Wealth Mangement, LLC | 0.03% | New | 444 | $227K |
| NorthRock Partners, LLC | 0.01% | New | 444 | $227K |
| Retirement Guys Formula LLC | 0.09% | Reduce -8.3% | 444 | $226K |
| Group One Trading LLC | 0.01% | New | 442 | $226K |
| Empowered Funds, LLC | 0.00% | New | 436 | $222K |
| Commonwealth Financial Services, LLC | 0.04% | New | 431 | $220K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 427 | $218K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 423 | $216K |
| AlphaQuest LLC | 0.02% | New | 413 | $211K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -26.9% | 410 | $209K |
| DNB Asset Management AS | 0.00% | New | 409 | $209K |
| Stevens Capital Management LP | 0.06% | New | 408 | $208K |
| First Citizens Financial Corp | 0.11% | New | 406 | $207K |
| Orchard Capital Management, LLC | 0.23% | New | 400 | $204K |
| Curran Financial Partners, LLC | 0.05% | New | 400 | $204K |
| Simplex Trading, LLC | 0.01% | Reduce -2.7% | 400 | $204K |
| Park Place Capital Corp | 0.05% | Reduce -8.1% | 397 | $203K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +1.0% | 397 | $203K |
| Syverson Strege & Co | 0.05% | New | 396 | $202K |
| Checchi Capital Advisers, LLC | 0.01% | New | 396 | $202K |
| MAI Capital Management | 0.00% | Reduce -5.6% | 390 | $199K |
| Hills Bank & Trust Co | 0.01% | Add +42.4% | 339 | $173K |
| United Community Bank | 0.06% | Add +1.6% | 325 | $166K |
| CoreCap Advisors, LLC | 0.01% | Add +12.1% | 324 | $165K |
| Financial Network Wealth Advisors LLC | 0.20% | Add +2.2% | 320 | $163K |
| Country Trust Bank | 0.00% | Add +20.0% | 300 | $153K |
| Archer Investment Corp | 0.04% | No change | 290 | $148K |
| Adirondack Trust Co. | 0.05% | No change | 270 | $138K |
| Penserra Capital Management LLC | 0.00% | New | 264 | $134K |
| GeoWealth Management, LLC | 0.00% | New | 243 | $124K |
| Colonial Trust Advisors | 0.01% | Reduce -15.8% | 239 | $122K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 232 | $118K |
| Arax Advisory Partners | 0.01% | Add +138.1% | 231 | $118K |
| National Bank of Canada | 0.00% | Add +37.5% | 231 | $118K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -9.5% | 219 | $112K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +431.7% | 218 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.4% | 210 | $107K |
| S.A. Mason LLC | 0.05% | New | 208 | $106K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 208 | $106K |
| Prudent Man Investment Management, Inc. | 0.06% | No change | 260 | $103K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -97.1% | 200 | $102K |
| Bessemer Group Inc. | 0.00% | Reduce -82.2% | 196 | $100K |
| Clearstead Advisors, LLC | 0.00% | Add +54.2% | 185 | $94K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.3% | 180 | $92K |
| Legacy Bridge, LLC | 0.04% | No change | 171 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.3% | 165 | $84K |
| Bayforest Capital Ltd | 0.04% | Add +858.8% | 163 | $83K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.3% | 155 | $79K |
| Hemington Wealth Management | 0.01% | Add +9.6% | 149 | $76K |
| Dagco, Inc. | 0.02% | Add +513.0% | 141 | $72K |
| V-Square Quantitative Management LLC | 0.01% | Reduce -33.3% | 140 | $71K |
| Optiver Holding B.V. | 0.00% | Reduce -3.9% | 125 | $64K |
| Salem Investment Counselors Inc. | 0.00% | No change | 118 | $60K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -0.9% | 114 | $58K |
| Global Retirement Partners, LLC | 0.00% | — | 114 | $58K |
| Creative Financial Designs Inc. | 0.00% | Add +20.9% | 110 | $56K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 105 | $54K |
| Bank & Trust Co | 0.04% | No change | 104 | $53K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -75.0% | 100 | $51K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +242.9% | 96 | $49K |
| Versant Capital Management, Inc | 0.01% | Add +66.7% | 95 | $48K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.1% | 93 | $47K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 93 | $47K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 91 | $47K |
| Osterweis Capital Management Inc. | 0.00% | New | 88 | $45K |
| Kennebec Savings Bank | 0.04% | Reduce -43.9% | 87 | $44K |
| WPG Advisers, LLC | 0.04% | Reduce -20.2% | 87 | $44K |
| YANKCOM Partnership | 0.02% | No change | 87 | $44K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 83 | $42K |
| Colonial Trust Co / SC | 0.01% | No change | 83 | $42K |
| Lanark Financial, Inc. | 0.00% | Add +413.3% | 77 | $39K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -21.6% | 76 | $39K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 71 | $36K |
| Matrix Trust Co | 0.01% | Add +25.9% | 68 | $35K |
| Rossby Financial, LCC | 0.01% | Add +580.0% | 68 | $35K |
| Rise Advisors, LLC | 0.01% | Add +1.5% | 68 | $34K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 67 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -33.3% | 64 | $33K |
| Nvwm, LLC | 0.01% | New | 63 | $32K |
| CX Institutional | 0.00% | Reduce -88.0% | 63 | $32K |
| 2UniFi Bank | 0.02% | No change | 60 | $31K |
| Paladin Advisory Group, LLC | 0.02% | No change | 58 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -39.1% | 56 | $28K |
| Golden State Wealth Management, LLC | 0.00% | No change | 55 | $28K |
| Smithfield Trust Co | 0.00% | No change | 53 | $27K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 52 | $27K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -14.0% | 49 | $25K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 48 | $24K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -76.0% | 47 | $24K |
| Spire Wealth Management | 0.00% | Reduce -2.2% | 45 | $23K |
| Binnacle Investments Inc | 0.01% | Reduce -27.4% | 45 | $23K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -61.5% | 45 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 45 | $23K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -43.8% | 36 | $18K |
| Covestor Ltd | 0.01% | No change | 35 | $18K |
| ORG Partners LLC | 0.00% | Add +169.2% | 35 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +288.9% | 35 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 35 | $18K |
| NBT Bank, N.A. | 0.00% | No change | 35 | $18K |
| St Germain D J Co. Inc. | 0.00% | Reduce -27.1% | 35 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +83.3% | 33 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 31 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 30 | $16K |
| Bellwether Advisors, LLC | 0.00% | No change | 27 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 26 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 26 | $13K |
| Truvestments Capital LLC | 0.00% | No change | 25 | $13K |
| Rakuten Securities, Inc. | 0.00% | Add +20.0% | 24 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 24 | $12K |
| Westside Investment Management, Inc. | 0.00% | New | 23 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 22 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 21 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | Add +4.8% | 22 | $11K |
| Addison Advisors LLC | 0.00% | No change | 21 | $11K |
| LGT Financial Advisors LLC | 0.02% | No change | 17 | $9K |
| Larson Financial Group LLC | 0.00% | Add +128.6% | 16 | $8K |
| Accent Capital Management, LLC | 0.00% | New | 15 | $8K |
| LRI Investments, LLC | 0.00% | No change | 15 | $8K |
| Fortitude Family Office, LLC | 0.00% | New | 14 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 12 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -66.7% | 12 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -42.1% | 11 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $6K |
| Missouri Trust & Investment Co | 0.00% | No change | 11 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 10 | $5K |
| Concord Wealth Partners | 0.00% | No change | 10 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +25.0% | 10 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 9 | $5K |
| Ransom Advisory, Ltd | 0.00% | No change | 9 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 9 | $5K |
| Cary Street Partners Financial LLC | 0.00% | Add +50.0% | 9 | $5K |
| Meeder Asset Management Inc. | 0.00% | Add +14.3% | 8 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +133.3% | 7 | $4K |
| Sachetta, LLC | 0.00% | Add +75.0% | 7 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 7 | $4K |
| Tortoise Investment Management, LLC | 0.00% | Add +40.0% | 7 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 6 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 6 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 5 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -44.4% | 5 | $3K |
| Garde Capital, Inc. | 0.00% | No change | 5 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 4 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 4 | $2K |
| Tsfg, LLC | 0.00% | No change | 4 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 3 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 3 | $2K |
| Key Financial Inc | 0.00% | No change | 3 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 2 | $1K |
| Sawyer & Company, Inc | 0.00% | New | 1 | $795 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $511 |
| SouthState Bank Corp | 0.00% | No change | 1 | $511 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $510 |
| Transce3nd, LLC | 0.00% | No change | 1 | $510 |
| Rothschild Investment LLC | 0.00% | New | 1 | $510 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -98.4% | 1 | $510 |
| Avion Wealth | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is CASY's weight in each manager's 13F, not the share of Casey's General Stores Inc. the manager owns.