ChubbCB

13F holders, Q1 2024 (March 31)
1,696holders
12famous investors
$258.84avg. 13F price*

At the end of Q1 2024, 1,696 institutions reported holding Chubb Ltd. (CB) in their 13F filings. The largest holders were Vanguard Group Inc. ($10.0B), BlackRock Inc. ($7.6B) and Berkshire Hathaway ($6.7B). 12 famous investors held it, including Warren Buffett (2.0% of Berkshire Hathaway's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Chubb Ltd.
Sector
Finance
CUSIP
H1467J104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,696Q1 2024Q2 2024: 1,708Q2 2024Q3 2024: 1,804Q3 2024Q4 2024: 1,900Q4 2024Q1 2025: 1,921Q1 2025Q2 2025: 1,956Q2 2025Q3 2025: 1,924Q3 2025Q4 2025: 2,054Q4 2025Q1 2026: 2,119Q1 2026Q2 2026: 2,165Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions160$582.4M
Exits69$133.3M

Ownership 1,696 holders

Vanguard Group Inc. 0.20% Reduce -0.8% 38,599,816 $10.0B
BlackRock Inc. 0.18% Reduce -0.3% 29,422,797 $7.6B
Berkshire Hathaway 2.03% Add +29.0% 25,923,840 $6.7B
T. Rowe Price Associates Inc. 0.59% Reduce -14.0% 18,606,707 $4.8B
State Street Corp. 0.21% Reduce -1.3% 18,274,220 $4.8B
FMR LLC 0.24% Add +3.8% 13,636,269 $3.5B
Capital World Investors 0.47% Add +6.7% 10,997,092 $2.8B
Wellington Management Group LLP 0.48% Reduce -36.9% 10,389,443 $2.7B
Massachusetts Financial Services Co. 0.71% Reduce -9.1% 9,187,444 $2.4B
Geode Capital Management, LLC 0.20% Add +4.2% 8,524,202 $2.2B
JPMorgan Chase & Co. 0.19% Reduce -4.7% 8,315,127 $2.2B
Capital International Investors 0.38% Reduce -7.2% 7,144,639 $1.9B
Capital Research Global Investors 0.39% Add +44.4% 6,713,331 $1.7B
Wells Fargo & Company 0.41% Reduce -0.2% 5,982,741 $1.6B
Morgan Stanley 0.12% Add +32.8% 5,568,289 $1.4B
Ameriprise Financial Inc. 0.35% Reduce -9.5% 4,869,498 $1.3B
Bank of America Corp. 0.11% Add +0.2% 4,280,463 $1.1B
Norges Bank 0.17% Reduce -2.3% 4,142,437 $1.1B
Northern Trust Corp. 0.17% Reduce -5.4% 3,758,584 $974.0M
Lazard Asset Management LLC 1.21% Add +14.8% 3,543,763 $918.3M
Deutsche Bank AG 0.39% Add +1.4% 3,232,911 $837.7M
Legal & General Group Plc 0.22% Reduce -0.5% 2,980,678 $772.4M
Raymond James & Associates 0.52% Reduce -4.5% 2,964,022 $768.1M
Nuveen Asset Management, LLC 0.20% Reduce -15.6% 2,631,899 $682.0M
Bank of New York Mellon Corp 0.13% Reduce -4.5% 2,537,019 $657.4M
Ontario Teachers Pension Plan Board 5.88% Reduce -9.7% 2,436,274 $631.3M
UBS Group AG 0.20% Add +17.1% 2,301,320 $596.3M
Charles Schwab Investment Management Inc. 0.14% Add +0.8% 2,284,386 $592.0M
Invesco Ltd. 0.12% Add +1.7% 2,145,814 $556.0M
Boston Partners 0.66% Reduce -2.2% 2,147,661 $555.7M
Dimensional Fund Advisors LP 0.15% Add +0.1% 2,137,371 $553.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Reduce -1.9% 2,104,216 $545.3M
Goldman Sachs Group Inc. 0.11% Add +24.4% 2,083,652 $539.9M
Barclays PLC 0.20% Reduce -0.6% 1,721,682 $446.1M
Amundi 0.18% Add +42.3% 1,730,772 $424.7M
Raymond James Financial Services Advisors, Inc. 0.55% Reduce -0.7% 1,420,142 $368.0M
Principal Financial Group Inc. 0.21% Reduce -2.1% 1,382,487 $358.2M
California Public Employees Retirement System 0.25% Add +11.6% 1,380,601 $357.8M
Royal Bank of Canada 0.08% Reduce -4.6% 1,331,189 $345.0M
Davis Selected Advisers 1.83% Reduce -9.8% 1,262,467 $327.1M
Swiss National Bank 0.22% Reduce -4.9% 1,221,891 $316.6M
Altrinsic Global Advisors LLC 13.69% Reduce -14.1% 1,171,215 $303.5M
Sumitomo Mitsui Trust Group, Inc. 0.21% Reduce -1.2% 1,154,916 $299.3M
Jennison Associates LLC 0.20% Reduce -1.7% 1,141,460 $295.8M
First Trust Advisors LP 0.29% Add +214.8% 1,096,531 $284.1M
Schroder Investment Management Group 0.32% Add +3.0% 1,035,513 $268.3M
Envestnet Asset Management Inc. 0.10% Reduce -3.3% 1,033,973 $267.9M
Robeco Institutional Asset Management B.V. 0.58% Add +1.4% 1,030,263 $267.0M
Fayez Sarofim & Co 0.79% Reduce -0.2% 1,021,273 $264.6M
Mycio Wealth Partners, LLC 62.29% Add +0.3% 953,664 $247.1M
PNC Financial Services Group, Inc. 0.17% Add +0.3% 942,779 $244.3M
Cullen Capital Management, LLC 2.65% Add +29.0% 918,307 $238.0M
AQR Capital Management 0.39% Add +56.1% 887,451 $229.2M
Polar Capital Holdings Plc 1.17% Reduce -5.9% 850,390 $220.4M
ProShare Advisors LLC 0.54% Reduce -5.6% 782,162 $202.7M
Stifel Financial Corp. 0.23% Reduce -4.1% 771,970 $200.1M
Rhumbline Advisers 0.18% Add +0.3% 724,242 $187.7M
JARISLOWSKY, FRASER Ltd 1.06% Add +4.6% 713,854 $185.0M
Nordea Investment Management AB 0.22% Reduce -38.8% 707,001 $182.6M
National Pension Service 0.22% New 703,142 $182.2M
US Bancorp \de 0.25% Reduce -4.6% 683,092 $177.0M
HSBC Holdings PLC 0.12% Add +19.5% 673,794 $174.6M
California State Teachers Retirement System 0.22% Add +0.2% 665,420 $172.4M
Lord, Abbett & Co. LLC 0.56% Reduce -9.1% 664,475 $172.2M
New York State Common Retirement Fund 0.22% Reduce -5.5% 641,088 $166.1M
Confluence Investment Management LLC 2.23% Reduce -3.0% 640,344 $165.9M
Los Angeles Capital Management LLC 0.55% Reduce -38.8% 623,295 $161.5M
Manufacturers Life Insurance Company, The 0.15% Reduce -5.2% 620,413 $160.8M
Credit Suisse AG/ 0.15% Reduce -23.7% 619,014 $160.4M
Bank of Montreal 0.05% Reduce -3.6% 604,858 $157.0M
Corient Private Wealth LP 0.27% Reduce -0.2% 593,643 $153.8M
Clark Capital Management Group, Inc. 1.12% Add +0.7% 580,032 $150.3M
Natixis Advisors, LLC 0.34% Reduce -0.3% 576,667 $149.4M
Cooke & Bieler LP 1.32% Reduce -29.9% 551,860 $143.0M
Ensign Peak Advisors, Inc 0.25% Reduce -4.3% 531,926 $137.8M
Barrow Hanley Mewhinney & Strauss LLC 0.46% Reduce -7.0% 522,968 $135.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +17.4% 504,338 $130.7M
Thrivent Financial for Lutherans 0.25% Reduce -0.4% 483,008 $125.2M
Boston Trust Walden Corp 0.89% Reduce -2.3% 481,686 $124.8M
Qube Research & Technologies Ltd 0.23% Add +205.0% 481,249 $124.7M
Oldfield Partners LLP 16.66% Reduce -4.3% 477,500 $123.7M
Homestead Advisers Corp 2.90% Reduce -0.1% 476,977 $123.5M
Evercore Wealth Management, LLC 1.85% Add +0.7% 456,052 $118.2M
Davis Asset Management, L.P. 5.11% No change 450,000 $116.6M
Alliancebernstein L.P. 0.04% Reduce -6.4% 449,508 $116.5M
Rokos Capital Management LLP 3.01% Reduce -27.6% 444,758 $115.3M
Glenmede Trust Co. NA 0.57% Reduce -0.4% 442,310 $114.6M
Caisse de depot et placement du Quebec 0.27% Add +6.5% 435,273 $112.8M
Storebrand Asset Management As 0.37% Add +2.6% 417,229 $108.1M
Arrowstreet Capital, Limited Partnership 0.10% Add +6353.3% 413,980 $107.3M
Welch & Forbes LLC 1.47% Reduce -0.5% 413,956 $107.3M
Federated Hermes, Inc. 0.24% Reduce -0.9% 410,410 $106.3M
Canada Pension Plan Investment Board 0.11% Add +7.3% 399,582 $103.5M
American Century Companies Inc. 0.07% Reduce -13.1% 399,488 $103.5M
Cincinnati Insurance Co. 1.68% No change 393,738 $102.0M
New York State Teachers Retirement System 0.21% Reduce -2.9% 390,717 $101.2M
CANADA LIFE ASSURANCE Co 0.20% Reduce -2.9% 387,337 $100.5M
BNP Paribas Financial Markets 0.12% Add +97.0% 378,374 $98.0M
Regions Financial Corp. 0.74% Reduce -1.3% 375,629 $97.3M
Allianz Asset Management GmbH 0.16% Add +30.2% 368,005 $95.4M
Cincinnati Financial Corp. 2.07% No change 362,902 $94.0M
State Board of Administration of Florida Retirement System 0.21% Add +6.4% 462,680 $89.8M
DekaBank Deutsche Girozentrale 0.17% Add +6.5% 346,531 $89.8M
Cannell & Spears LLC 1.84% Add +61.9% 342,929 $88.9M
Neuberger Berman Group LLC 0.07% Reduce -35.8% 342,314 $88.7M
Huntington National Bank 0.95% Reduce -0.5% 341,726 $88.6M
Korea Investment CORP 0.22% Reduce -14.5% 341,724 $88.6M
Citigroup Inc. 0.09% Add +5.6% 336,095 $87.1M
Russell Investments Group, Ltd. 0.14% Add +10.0% 333,558 $86.4M
Victory Capital Management Inc. 0.09% Reduce -3.9% 331,323 $85.9M
Rathbones Group PLC 0.47% Add +0.1% 313,662 $81.3M
LPL Financial LLC 0.04% Add +1.6% 308,767 $80.0M
Cornerstone Investment Partners, LLC 3.83% Reduce -0.3% 303,149 $78.6M
Agf Management Ltd. 0.43% Reduce -2.3% 300,383 $77.8M
Franklin Resources Inc. 0.02% Add +5.0% 284,903 $73.8M
Danske Bank A/S 0.22% — 276,326 $71.6M
Cacti Asset Management LLC 5.44% Reduce -6.6% 257,466 $68.2M
Mitsubishi UFJ Trust & Banking Corp 0.15% Reduce -5.0% 259,693 $67.3M
State of Wisconsin Investment Board 0.18% Reduce -0.5% 258,837 $67.1M
Man Group plc 0.19% Add +116.0% 258,835 $67.1M
Davis R M Inc. 1.39% Reduce -0.2% 256,272 $66.4M
Swedbank AB 0.09% Add +4.4% 255,806 $66.3M
Retirement Systems of Alabama 0.25% Reduce -15.9% 253,550 $65.7M
STRS Ohio 0.26% Reduce -2.8% 251,988 $65.3M
Janney Montgomery Scott LLC 0.19% Reduce -5.7% 251,411 $65.1M
Connor, Clark & Lunn Investment Management Ltd. 0.28% Add +2357.5% 250,913 $65.0M
Todd Asset Management LLC 1.31% Add +79.2% 248,053 $64.3M
KBC Group NV 0.20% Reduce -34.4% 247,461 $64.1M
TCTC Holdings, LLC 2.11% Reduce -0.1% 245,048 $63.5M
Cerity Partners LLC 0.17% Add +42.9% 242,573 $62.9M
Nomura Asset Management Co. Ltd. 0.23% Add +4.9% 241,558 $62.6M
State of New Jersey Common Pension Fund D 0.19% No change 236,487 $61.3M
Toronto Dominion Bank 0.10% Add +1.4% 235,799 $61.1M
D.A. Davidson & Co. 0.55% Reduce -1.5% 234,519 $60.8M
DAVENPORT & Co LLC 0.38% Reduce -5.7% 233,220 $60.4M
Teachers Retirement System of the State of Kentucky 0.54% Add +37.3% 232,070 $60.1M
Bartlett & Co. Wealth Management LLC 0.92% Reduce -1.1% 230,568 $59.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Add +41.3% 231,213 $59.9M
Calamos Advisors LLC 0.43% Add +12.3% 230,191 $59.6M
Chevy Chase Trust Holdings, LLC 0.19% Reduce -1.6% 227,584 $59.0M
Brandywine Global Investment Management, LLC 0.42% Reduce -0.7% 220,503 $57.1M
Vest Financial, LLC 1.52% Add +73.0% 220,418 $57.1M
Jupiter Asset Management Ltd. 0.53% Reduce -0.5% 212,278 $55.0M
Millennium Management 0.05% Add +5289.0% 212,111 $55.0M
Commerce Bank 0.36% Add +0.2% 209,474 $54.3M
Truist Financial Corp. 0.08% Reduce -40.3% 209,151 $54.2M
Pictet Asset Management Holding SA 0.06% Add +0.9% 203,274 $52.7M
Treasurer of the State of North Carolina 0.23% Add +3.7% 202,918 $52.6M
Royal London Asset Management Ltd. 0.13% Add +13.8% 200,841 $52.0M
Fifth Third Bancorp 0.20% Reduce -0.8% 200,351 $51.9M
TD Asset Management Inc 0.05% Add +25.2% 198,568 $51.5M
Squarepoint Ops LLC 0.21% Add +132.7% 198,334 $51.4M
Sei Investments Co. 0.07% Reduce -10.8% 196,134 $50.8M
Cambiar Investors LLC 1.88% Reduce -1.8% 194,809 $50.5M
Financial Counselors Inc. 0.85% Add +0.4% 194,726 $50.5M
Asset Management One Co., Ltd. 0.19% Add +1.9% 192,611 $49.9M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -8.0% 191,750 $49.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Reduce -24.0% 188,414 $48.8M
CIBC Private Wealth Group LLC 0.10% Reduce -22.7% 189,093 $48.7M
National Bank of Canada 0.08% Reduce -9.9% 189,947 $48.4M
Schwartz Investment Counsel Inc. 1.75% No change 185,150 $48.0M
Baird Financial Group, Inc. 0.10% Add +0.1% 183,607 $47.6M
Great Lakes Advisors, LLC 0.40% Reduce -15.1% 181,026 $46.9M
HighTower Advisors, LLC 0.07% Add +6.1% 176,271 $45.8M
Schonfeld Strategic Advisors LLC 0.36% Add +134.4% 176,012 $45.6M
APG Asset Management N.V. 0.08% Add +3.9% 186,686 $44.8M
ZWJ Investment Counsel Inc. 2.04% Reduce -0.8% 172,558 $44.7M
Rockefeller Capital Management L.P. 0.13% Add +4.5% 169,905 $44.0M
State of Tennessee, Department of Treasury 0.16% Reduce -5.8% 169,713 $44.0M
Personal Cfo Solutions, LLC 6.85% Reduce -0.4% 169,239 $43.9M
Mn Services Vermogensbeheer B.V. 0.31% Reduce -16.0% 164,970 $42.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +4.5% 162,561 $42.1M
Susquehanna Portfolio Strategies, LLC 0.95% No change 158,269 $41.0M
Grandfield & Dodd, LLC 2.57% Add +0.3% 157,379 $40.8M
Canoe Financial LP 0.67% Reduce -1.4% 156,424 $40.5M
Smith Chas P & Associates Pa Cpas 2.43% Add +6.0% 155,533 $40.3M
Clearbridge Investments, LLC 0.03% Reduce -0.1% 148,039 $38.4M
MAI Capital Management 0.40% Add +4.5% 146,327 $37.9M
Voya Investment Management LLC 0.04% Reduce -15.2% 145,393 $37.7M
Willis Investment Counsel 2.58% Reduce -6.5% 144,973 $37.6M
Country Trust Bank 0.97% Add +4.0% 144,672 $37.5M
Aviva PLC 0.13% Add +11.1% 144,588 $37.5M
Prana Capital Management, LP 1.67% New 143,364 $37.1M
Susquehanna International Group, LLP 0.06% Add +21.2% 142,850 $37.0M
Rafferty Asset Management, LLC 0.14% Reduce -1.4% 142,536 $36.9M
Martingale Asset Management L P 0.73% Reduce -8.3% 141,921 $36.8M
Handelsbanken Fonder AB 0.15% Add +9.2% 136,535 $35.4M
American International Group, Inc. 0.13% Reduce -1.6% 136,459 $35.4M
Woodley Farra Manion Portfolio Management Inc. 1.93% Add +1.1% 134,843 $35.1M
Polaris Capital Management, LLC 1.74% Reduce -28.7% 134,669 $34.9M
Capital International, Inc. 0.47% Add +13.3% 134,481 $34.8M
Adage Capital Partners Gp, L.L.C. 0.06% Add +53.5% 132,483 $34.3M
Auto-Owners Insurance Co 0.89% No change 130,000 $33.7M
Creative Planning 0.04% Add +1.4% 129,429 $33.5M
Point72 Asset Management 0.10% New 127,183 $33.0M
Roffman Miller Associates Inc. 2.20% Add +0.3% 126,698 $32.8M
Berkshire Asset Management LLC 1.73% Add +0.3% 125,881 $32.6M
Twinbeech Capital LP 0.67% New 125,169 $32.4M
Factory Mutual Insurance Co. 0.37% New 123,400 $32.0M
Deroy & Devereaux Private Investment Counsel Inc. 1.95% Reduce -2.2% 123,105 $31.9M
Interval Partners, LP 1.20% Reduce -15.9% 122,832 $31.8M
Tocqueville Asset Management L.P. 0.52% Reduce -0.1% 122,288 $31.7M
Sit Investment Associates Inc. 0.72% Reduce -1.9% 121,042 $31.4M
Rockland Trust Co. 1.65% Reduce -3.0% 120,715 $31.3M
Arizona State Retirement System 0.21% Add +1.3% 117,079 $30.3M
M&T Bank Corp 0.10% Reduce -2.2% 116,246 $30.1M
Bank of Nova Scotia 0.06% Reduce -85.2% 115,608 $30.0M
Steward Partners Investment Advisory, LLC 0.33% Add +35.5% 114,551 $29.7M
Aristotle Atlantic Partners, LLC 0.95% Reduce -6.3% 112,630 $29.2M
Tredje AP-fonden 0.30% Add +28.6% 112,424 $29.1M
Oppenheimer Asset Management Inc. 0.43% Reduce -10.1% 112,019 $29.0M
State of Michigan Retirement System 0.15% Reduce -0.5% 111,087 $28.8M
Crawford Investment Counsel Inc. 0.54% Reduce -61.2% 110,799 $28.7M
St Germain D J Co. Inc. 1.40% Reduce -0.8% 110,589 $28.7M
Main Street Research LLC 1.94% Add +1.4% 109,686 $28.5M
Connectus Wealth, LLC 0.77% Reduce -4.2% 109,022 $28.4M
Klingenstein Fields & Co. LP 1.17% Reduce -2.4% 108,706 $28.2M
NorthCrest Asset Manangement, LLC 0.95% Reduce -0.9% 107,816 $27.9M
Cibc World Markets Corp. 0.18% Add +2.9% 106,475 $27.6M
Aquatic Capital Management LLC 0.89% New 105,200 $27.3M
Howland Capital Management LLC 1.31% Reduce -25.4% 104,102 $27.0M
Pathstone Holdings, LLC 0.13% Add +4.0% 104,197 $27.0M
Capital International Sarl 0.89% Add +7.0% 103,459 $26.8M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -48.5% 103,000 $26.7M
Mariner, LLC 0.05% Add +0.5% 101,934 $26.4M
SG Americas Securities, LLC 0.14% Add +1777.7% 101,922 $26.4M
Peapack Gladstone Financial Corp. 0.41% Add +0.6% 101,557 $26.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Add +2.6% 100,564 $26.1M
Jane Street Group, LLC 0.03% Add +62.6% 99,743 $25.8M
Forsta Ap-Fonden 0.22% Add +9.5% 98,200 $25.4M
Bridgewater Associates 0.13% Add +13.1% 97,550 $25.3M
Macquarie Group Ltd. 0.03% Reduce -8.5% 98,251 $25.3M
Varma Mutual Pension Insurance Co 0.22% Add +480.7% 96,400 $25.0M
Yousif Capital Management, LLC 0.28% Reduce -3.0% 95,765 $24.8M
Bradley Foster & Sargent Inc. 0.45% Reduce -2.5% 95,758 $24.8M
Curi Capital, LLC 0.58% Reduce -2.5% 95,752 $24.8M
PhiloSmith Capital Corp 6.95% No change 95,750 $24.8M
MetLife Investment Management, LLC 0.17% Reduce -4.1% 94,910 $24.6M
Teacher Retirement System of Texas 0.15% Reduce -13.1% 93,646 $24.3M
Prudential Financial Inc. 0.03% Reduce -1.6% 93,309 $24.2M
Callahan Advisors, LLC 2.52% Add +2.9% 92,863 $24.1M
Brown Advisory Inc. 0.03% Reduce -15.0% 92,620 $24.0M
Nisa Investment Advisors, LLC 0.15% Reduce -25.2% 91,210 $23.7M
Flputnam Investment Management Co. 0.50% Add +0.0% 90,903 $23.6M
Moran Wealth Management, LLC 0.76% Add +10.6% 90,425 $23.4M
MassMutual Private Wealth & Trust, FSB 0.72% Add +2.0% 89,710 $23.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Reduce -0.4% 88,969 $23.1M
Eagle Ridge Investment Management 2.12% Reduce -0.1% 88,918 $23.0M
Azimuth Capital Investment Management LLC 0.94% Reduce -0.8% 87,828 $22.8M
Cullen/Frost Bankers, Inc. 0.33% Reduce -1.7% 86,856 $22.5M
Cresset Asset Management, LLC 0.11% Add +29.4% 86,318 $22.4M
Capital International Ltd. 1.06% Add +4.1% 85,925 $22.3M
DDD Partners, LLC 2.71% Add +0.6% 85,604 $22.2M
Gilder Gagnon Howe & Co. LLC 0.28% Add +0.7% 85,345 $22.1M
Amalgamated Bank 0.19% Reduce -15.9% 84,934 $22.0M
Chartwell Investment Partners, LLC 0.75% Reduce -0.5% 83,961 $21.8M
Texas Permanent School Fund Corp. 0.17% Reduce -0.6% 83,780 $21.7M
Glenview Trust Co 0.46% Add +11.5% 82,992 $21.5M
Anchor Capital Advisors LLC 0.56% Reduce -11.2% 82,662 $21.4M
Wilkins Investment Counsel Inc. 3.12% Add +39.7% 82,448 $21.4M
Compagnie Lombard Odier SCmA 0.38% Reduce -2.8% 82,248 $21.3M
Becker Capital Management Inc. 0.73% Reduce -1.6% 81,758 $21.3M
Commonwealth Equity Services, LLC 0.03% Add +2.9% 80,730 $20.9M
LSV Asset Management 0.04% Add +463.9% 79,499 $20.6M
USS Investment Management Ltd 0.17% Reduce -0.9% 79,272 $20.5M
Guggenheim Capital LLC 0.14% Add +1.4% 77,580 $20.1M
Mackenzie Financial Corp. 0.03% Add +2.6% 76,232 $19.8M
Osaic Holdings, Inc. 0.04% Reduce -47.8% 74,689 $19.4M
Badgley Phelps Wealth Managers, LLC 0.48% Add +1.5% 73,177 $19.0M
Florida Trust Wealth Management Co 0.64% Reduce -2.7% 72,476 $18.8M
Abner Herrman & Brock LLC 2.34% Reduce -1.1% 72,267 $18.7M
Ingalls & Snyder LLC 0.83% Add +0.2% 72,005 $18.7M
First Manhattan Co. Llc. 0.06% Add +4.8% 71,765 $18.6M
Czech National Bank 0.24% Reduce -0.2% 71,307 $18.5M
Utah Retirement Systems 0.21% No change 70,379 $18.2M
Oak Associates Ltd. 1.26% Add +0.0% 70,175 $18.2M
NewEdge Advisors, LLC 0.15% Reduce -9.8% 68,457 $17.7M
Janus Henderson Group PLC 0.01% Reduce -3.9% 67,937 $17.6M
Nepsis Inc. 4.72% Add +2.7% 67,389 $17.5M
AXA S.A. 0.05% Add +6.3% 67,334 $17.4M
Illinois Municipal Retirement Fund 0.26% Reduce -11.0% 66,295 $17.2M
River Road Asset Management, LLC 0.23% Reduce -20.8% 66,167 $17.1M
Connors Investor Services Inc. 1.81% Reduce -3.8% 66,158 $17.1M
Gradient Investments LLC 0.40% Reduce -8.7% 65,813 $17.1M
Weiss Asset Management LP 0.99% New 64,412 $16.7M
Payden & Rygel Investment Group 1.14% — 64,370 $16.7M
Payden & Rygel 1.14% Add +0.5% 64,370 $16.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.7% 75,050 $16.6M
Cetera Investment Advisers 0.04% Add +252.3% 64,053 $16.6M
Public Sector Pension Investment Board 0.12% Add +0.1% 63,830 $16.5M
Brown Brothers Harriman & Co. 0.12% Reduce -5.2% 62,027 $16.1M
CIBC Asset Management Inc 0.06% Add +27.4% 61,869 $16.0M
TCV Trust & Wealth Management, Inc. 1.53% Reduce -3.2% 61,525 $15.9M
Unio Capital LLC 7.00% Add +9.8% 61,349 $15.9M
Capital Group Private Client Services, Inc. 0.16% Reduce -68.4% 60,179 $15.6M
Quadrature Capital Ltd 0.27% New 59,801 $15.5M
Assetmark, Inc. 0.05% Add +4.5% 59,791 $15.5M
Asset Advisors Investment Management, LLC 1.70% Add +12.5% 58,579 $15.2M
Captrust Financial Advisors 0.06% Reduce -21.4% 58,557 $15.2M
Xponance LLC 0.16% Add +8.9% 57,549 $14.9M
Eagle Rock Investment Company, LLC 2.75% Reduce -2.2% 57,158 $14.8M
Point72 Europe (London) LLP 1.38% Add +1585.9% 57,100 $14.8M
Pittenger & Anderson Inc. 0.59% Reduce -2.0% 56,500 $14.6M
O'shaughnessy Asset Management, LLC 0.16% Add +20.6% 56,373 $14.6M
LS Investment Advisors, LLC 2.32% Reduce -3.2% 56,355 $14.6M
Marshall Wace, LLP 0.02% New 56,131 $14.5M
Beese Fulmer Investment Management, Inc. 1.36% Reduce -0.1% 55,983 $14.5M
WASHINGTON TRUST Co 0.53% Reduce -0.7% 55,602 $14.4M
Nemes Rush Group LLC 2.06% Add +2.7% 55,494 $14.4M
New York Life Investment Management LLC 0.14% Reduce -4.3% 55,339 $14.3M
State of Alaska, Department of Revenue 0.16% Reduce -6.6% 55,154 $14.3M
Kanawha Capital Management LLC 1.14% Add +2.0% 54,862 $14.2M
Torray Investment Partners LLC 2.07% No change 53,427 $13.8M
Mutual of America Capital Management LLC 0.15% Reduce -2.7% 53,135 $13.8M
Mediolanum International Funds Ltd 0.22% — 53,067 $13.7M
ExodusPoint Capital Management, LP 0.17% New 52,031 $13.5M
Mercer Global Advisors Inc. 0.04% Add +23.8% 52,019 $13.5M
Northwest & Ethical Investments L.P. 0.39% Add +141.6% 51,708 $13.4M
Amplius Wealth Advisors, LLC 1.50% Reduce -5.9% 51,707 $13.4M
CCM Investment Advisers LLC 1.60% Reduce -7.7% 51,548 $13.4M
ING Groep NV 0.09% Reduce -54.5% 51,100 $13.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +3.6% 50,477 $13.1M
Talbot Financial, LLC 1.75% New 50,453 $13.1M
PGGM Investments 0.19% Reduce -2.3% 50,281 $13.0M
Allspring Global Investments Holdings, LLC 0.02% Reduce -11.8% 50,080 $13.0M
SouthState Bank Corp 1.01% Add +2.1% 50,076 $13.0M
UMB Bank, n.a. 0.20% Add +210.6% 49,245 $12.8M
Dupont Capital Management Corp. 1.05% Reduce -10.3% 49,080 $12.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +3.3% 48,864 $12.7M
Waycross Partners, LLC 2.18% Add +8.4% 48,824 $12.7M
Beacon Pointe Advisors, LLC 0.14% Reduce -1.7% 48,414 $12.5M
QRG Capital Management, Inc. 0.16% Add +19.6% 48,043 $12.4M
First Merchants Corp. 0.93% Reduce -1.1% 47,697 $12.4M
Nissay Asset Management Corp. /Japan 0.09% Reduce -0.9% 47,571 $12.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +3.8% 47,457 $12.3M
Raymond James Trust N.A. 0.29% Add +0.1% 46,944 $12.2M
Estabrook Capital Management 1.88% Reduce -0.7% 46,805 $12.1M
Independent Advisor Alliance 0.43% Reduce -11.4% 45,634 $11.8M
Zevin Asset Management LLC 1.97% Reduce -4.3% 45,602 $11.8M
AMF Tjanstepension AB 0.09% Add +2.2% 45,242 $11.8M
Bailard, Inc. 0.32% Add +0.2% 45,210 $11.7M
Fogel Capital Management, Inc. 6.81% Reduce -0.5% 46,596 $11.6M
CSM Advisors, LLC 0.76% Add +2.3% 44,474 $11.5M
NorthCoast Asset Management LLC 0.15% New 44,030 $11.4M
Artemis Investment Management LLP 0.15% Reduce -3.0% 43,976 $11.4M
Railway Pension Investments Ltd 0.11% No change 43,800 $11.3M
Diversified Trust Co. 0.34% Add +10.3% 43,762 $11.3M
Shikiar Asset Management Inc. 3.61% Add +8.8% 43,691 $11.3M
Hunter Perkins Capital Management, LLC 2.31% Reduce -12.2% 43,361 $11.3M
Daiwa Securities Group Inc. 0.06% Add +11.3% 43,222 $11.2M
Cubist Systematic Strategies, LLC 0.13% Add +570.7% 42,838 $11.1M
Avantax Advisory Services, Inc. 0.10% Reduce -1.6% 42,575 $11.0M
Camden National Bank 1.94% Reduce -3.2% 42,343 $11.0M
Mizuho Markets Americas LLC 0.29% Add +93.7% 41,437 $10.7M
First Horizon Advisors, Inc. 0.33% Add +3.8% 41,107 $10.7M
Benjamin F. Edwards & Company, Inc. 0.19% Add +1.4% 40,999 $10.6M
Gulf International Bank (UK) Ltd 0.26% Add +0.4% 40,506 $10.5M
FourThought Financial Partners, LLC 1.20% Reduce -0.3% 40,265 $10.4M
Employees Retirement System of Texas 0.11% Reduce -8.2% 39,604 $10.3M
SlateStone Wealth, LLC 1.03% Add +76.3% 39,587 $10.3M
MML Investors Services, LLC 0.04% Add +0.6% 39,558 $10.3M
Hamel Associates, Inc. 3.27% Reduce -0.2% 39,338 $10.2M
Mattern Capital Management, LLC 1.38% Reduce -0.7% 39,243 $10.2M
Smith Group Asset Management, LLC 0.58% Reduce -29.2% 39,128 $10.1M
Ethic Inc. 0.26% Add +11.3% 39,080 $10.1M
Wealthfront Advisers LLC 0.04% Add +0.8% 39,075 $10.1M
Taika Capital, LP 5.24% Add +95.8% 38,960 $10.1M
Orion Porfolio Solutions, LLC 0.11% Reduce -13.5% 38,738 $10.0M
Orion Portfolio Solutions, LLC 0.11% Reduce -13.5% 38,738 $10.0M
Atria Investments, Inc 0.14% Add +0.1% 38,564 $10.0M
Calamos Wealth Management LLC 0.57% Reduce -22.4% 38,054 $9.9M
Pacer Advisors, Inc. 0.02% Reduce -8.4% 37,292 $9.7M
Elo Mutual Pension Insurance Co 0.23% Add +4.0% 37,279 $9.7M
Sandler Capital Management 1.18% New 37,262 $9.7M
Hi-Line Capital Management, LLC 3.42% Add +1.4% 37,083 $9.6M
Rowlandmiller & Partners.adv 2.03% Reduce -0.0% 37,123 $9.6M
Tufton Capital Management 1.89% Reduce -1.3% 37,079 $9.6M
Kestra Advisory Services, LLC 0.06% Add +4.3% 36,346 $9.4M
Blair William & Co. 0.03% Reduce -0.0% 36,308 $9.4M
Core Alternative Capital 1.68% Reduce -8.1% 36,182 $9.4M
Bessemer Group Inc. 0.02% Add +56.5% 36,128 $9.4M
TD Waterhouse Canada Inc. 0.07% Add +947.5% 29,717 $9.3M
Keybank National Association 0.04% Reduce -0.6% 35,379 $9.2M
Bright Rock Capital Management, LLC 1.88% Reduce -36.4% 35,000 $9.1M
Transform Wealth, LLC 0.86% Add +4.3% 34,805 $9.0M
Oregon Public Employees Retirement Fund 0.18% Add +8.7% 34,614 $9.0M
Walleye Capital LLC 0.10% New 33,958 $8.8M
Tudor Investment Corporation 0.11% New 33,893 $8.8M
Ieq Capital, LLC 0.12% Add +6.4% 33,292 $8.6M
Lowe Brockenbrough & Co. Inc. 0.57% Add +30.1% 32,585 $8.5M
Allianz SE 0.26% — 32,446 $8.4M
Verdence Capital Advisors LLC 0.76% Reduce -15.4% 32,011 $8.3M
Nicholas Company, Inc. 0.14% Reduce -7.8% 31,890 $8.3M
Kestra Private Wealth Services, LLC 0.19% Reduce -0.7% 31,817 $8.2M
Graypoint LLC 0.59% Add +0.0% 31,610 $8.2M
Cyndeo Wealth Partners, LLC 0.67% Add +2.7% 31,039 $8.0M
Gotham Asset Management 0.12% Add +24.3% 31,011 $8.0M
Vanguard Personalized Indexing Management, LLC 0.17% Add +9.0% 30,946 $8.0M
Engineers Gate Manager LP 0.21% New 30,899 $8.0M
Kentucky Retirement Systems 0.24% Reduce -5.7% 30,777 $8.0M
Woodmont Investment Counsel LLC 0.67% Add +6.1% 30,616 $7.9M
Credit Agricole S A 0.14% Add +139.6% 32,220 $7.9M
Channing Capital Management, LLC 0.21% Reduce -5.3% 30,497 $7.9M
Fiduciary Trust Co 0.12% Reduce -3.2% 30,460 $7.9M
Carnegie Investment Counsel 0.24% Reduce -0.3% 30,219 $7.8M
ABN AMRO Bank N.V. 0.12% Add +8.5% 30,072 $7.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.63% No change 30,001 $7.8M
Synovus Financial Corp. 0.10% Add +3.0% 29,851 $7.7M
Advisory Services Network, LLC 0.17% Add +7.5% 29,720 $7.7M
Maryland State Retirement & Pension System 0.15% New 31,747 $7.7M
Lockheed Martin Investment Management Co. 0.55% Add +399.1% 29,450 $7.6M
HB Wealth Management, LLC 0.10% Add +1.4% 29,421 $7.6M
Evergreen Capital Management LLC 0.29% Add +1.6% 29,162 $7.6M
Vontobel Holding Ltd. 0.06% Add +157.5% 29,011 $7.5M
Alaska Permanent Fund Corp 0.11% Reduce -9.7% 28,805 $7.5M
Tritonpoint Wealth, LLC 0.78% Reduce -3.7% 34,335 $7.5M
Harrell Investment Partners, LLC 2.20% Add +1.2% 28,619 $7.4M
Cullen Investment Group, LTD. 1.16% Add +12.3% 28,717 $7.4M
Kesler, Norman & Wride, LLC 1.55% Reduce -4.2% 28,272 $7.3M
FIL Ltd 0.01% Reduce -2.5% 28,214 $7.3M
New Vernon Investment Management LLC 6.20% Add +71.7% 28,142 $7.3M
Meiji Yasuda Asset Management Co Ltd. 0.31% Reduce -30.2% 27,871 $7.2M
Woodstock Corp. 0.75% Add +0.1% 27,842 $7.2M
Entropy Technologies, LP 0.76% Add +616.0% 27,536 $7.1M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -0.9% 27,343 $7.1M
Douglas Lane & Associates, LLC 0.10% Reduce -13.1% 27,146 $7.0M
Stokes Capital Advisors, LLC 2.04% Reduce -4.1% 27,121 $7.0M
Great Valley Advisor Group, Inc. 0.21% Add +338.0% 27,080 $7.0M
Evexia Wealth LLC 2.84% Add +16.1% 28,090 $6.9M
Banco Santander, S.A. 0.08% No change 26,620 $6.9M
Teza Capital Management LLC 0.91% New 26,300 $6.8M
Hartford Investment Management Co. 0.24% Reduce -5.9% 26,239 $6.8M
Janney Capital Management LLC 0.45% Reduce -3.3% 26,127 $6.8M
Oppenheimer & Co. Inc. 0.11% Add +3.5% 25,955 $6.7M
Crossmark Global Holdings, Inc. 0.13% Reduce -3.6% 25,757 $6.7M
Eagle Asset Management Inc. 0.03% Add +184.1% 25,462 $6.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -13.9% 25,210 $6.5M
Northwest Bancshares, Inc. 1.03% Add +2.5% 25,190 $6.5M
CI Investments Inc. 0.03% Reduce -5.3% 25,058 $6.5M
Phoenix Financial Ltd. 0.09% Add +2.4% 24,939 $6.5M
Dana Investment Advisors, Inc. 0.22% Add +0.2% 25,016 $6.5M
American Assets Investment Management, LLC 0.62% No change 25,000 $6.5M
Jefferies Financial Group Inc. 0.14% Add +522.3% 24,991 $6.5M
Verition Fund Management LLC 0.07% Reduce -5.5% 24,954 $6.5M
Securian Asset Management, Inc. 0.18% Reduce -7.6% 23,869 $6.2M
Van Cleef Asset Management,Inc 0.78% Add +0.2% 23,788 $6.2M
Louisiana State Employees Retirement System 0.12% Reduce -4.5% 23,600 $6.1M
Siemens Fonds Invest GmbH 0.47% Reduce -3.3% 23,475 $6.1M
Farmers Trust Co. 1.21% Reduce -9.4% 23,212 $6.0M
Benedict Financial Advisors Inc. 1.52% Reduce -0.2% 23,135 $6.0M
Oakview Capital Management, L.P. 6.20% Reduce -61.2% 22,966 $6.0M
Groupama Asset Managment 0.11% Reduce -76.1% 20,564 $5.9M
Alps Advisors Inc. 0.04% Add +1.3% 22,729 $5.9M
Brady Family Wealth, LLC 1.90% Reduce -2.4% 22,657 $5.9M
United Capital Financial Advisors, LLC 0.05% Reduce -20.4% 22,647 $5.9M
Lido Advisors, LLC 0.05% Reduce -0.7% 22,472 $5.8M
Cornerstone Advisors, LLC 0.24% No change 22,500 $5.8M
Advocate Group LLC 1.16% Add +17.9% 22,426 $5.8M
Stonegate Investment Group, LLC 0.18% Reduce -2.9% 22,390 $5.8M
Bar Harbor Wealth Management 0.39% Add +1.0% 22,331 $5.8M
River Wealth Advisors LLC 0.84% Add +9.4% 22,244 $5.8M
Highland Capital Management, LLC 0.33% Reduce -1.3% 22,225 $5.8M
HRT Financial LP 0.04% Add +43.7% 22,041 $5.7M
Swiss Life Asset Management Ltd 0.08% Reduce -61.8% 22,032 $5.7M
WINTON GROUP Ltd 0.40% New 22,015 $5.7M
Two Sigma Investments, LP 0.01% Reduce -61.3% 21,872 $5.7M
Daymark Wealth Partners, LLC 0.30% Add +0.3% 21,373 $5.5M
Campbell & CO Investment Adviser LLC 0.47% Add +353.9% 21,215 $5.5M
Selway Asset Management 2.19% Reduce -0.1% 21,092 $5.5M
Trust Co. of Vermont 0.30% Reduce -6.7% 21,072 $5.5M
Rock Point Advisors, LLC 1.61% Reduce -18.7% 20,943 $5.4M
Park National Corp. 0.21% Reduce -3.5% 20,813 $5.4M
Kintegral Advisory, LLC 0.53% Reduce -0.3% 20,484 $5.3M
New Mexico Educational Retirement Board 0.19% Reduce -4.6% 20,537 $5.3M
Berger Financial Group, Inc 0.44% New 20,537 $5.3M
Point72 Hong Kong Ltd 0.26% New 20,243 $5.2M
Jump Financial, LLC 0.14% New 20,200 $5.2M
Boston Common Asset Management, LLC 0.12% New 20,093 $5.2M
S&co Inc. 0.37% Add +1.0% 20,054 $5.2M
Middleton & Co. Inc. 0.60% Reduce -4.5% 20,020 $5.2M
Meiji Yasuda Life Insurance Co 0.11% Add +0.1% 19,854 $5.1M
Assenagon Asset Management S.A. 0.01% Reduce -7.5% 19,834 $5.1M
Lanark Financial, Inc. 0.48% Reduce -4.2% 19,442 $5.1M
Scissortail Wealth Management, LLC 1.32% Reduce -42.1% 19,213 $5.0M
Wesbanco Bank Inc. 0.19% Add +19.2% 19,125 $5.0M
Demars Financial Group, LLC 2.43% Reduce -0.5% 19,047 $4.9M
Federation des caisses Desjardins du Quebec 0.04% Add +104.0% 20,034 $4.9M
Berry Wealth Group, LP 4.06% Reduce -4.0% 18,894 $4.9M
Perkins Coie Trust Co 1.15% Add +1.2% 18,884 $4.9M
Capital Group Investment Management Pte. LTD. 0.86% Add +4.1% 18,498 $4.8M
Ossiam 0.08% Add +36.9% 18,437 $4.8M
Cincinnati Specialty Underwriters Insurance CO 1.50% No change 18,426 $4.8M
Metis Global Partners, LLC 0.17% Reduce -1.7% 18,418 $4.8M
Apollon Wealth Management, LLC 0.15% Reduce -3.9% 18,342 $4.8M
Horizon Investment Services, LLC 2.33% Reduce -1.7% 18,338 $4.8M
Princeton Global Asset Management LLC 1.12% Reduce -4.6% 18,194 $4.7M
D. E. Shaw & Co. 0.01% Reduce -56.9% 18,151 $4.7M
Greenleaf Trust 0.04% Reduce -10.7% 18,141 $4.7M
Tower Research Capital LLC (TRC) 0.11% Reduce -65.5% 18,047 $4.7M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -6.9% 17,821 $4.6M
Trajan Wealth LLC 0.31% — 17,802 $4.6M
First National Bank of Omaha 0.31% Reduce -42.8% 15,097 $4.6M
Prudential PLC 0.04% Reduce -37.3% 17,474 $4.5M
Westbourne Investment Advisors, Inc. 1.65% Add +2.1% 17,335 $4.5M
Whittier Trust Co. 0.07% Add +5.4% 17,256 $4.5M
Concorde Financial Corp 4.06% Add +0.7% 17,168 $4.5M
Magnetar Financial LLC 0.12% New 17,154 $4.4M
Radnor Capital Management, LLC 0.76% No change 17,118 $4.4M
Pinnacle Associates Ltd. 0.07% Add +2.8% 16,927 $4.4M
Ipswich Investment Management Co., Inc. 1.02% No change 16,797 $4.4M
Beacon Bank & Trust 1.08% Reduce -4.8% 16,771 $4.3M
Liberty Capital Management, Inc. 1.07% Reduce -2.0% 16,686 $4.3M
Central Bank & Trust Co. 0.62% Reduce -24.5% 16,682 $4.3M
NovaPoint Capital, LLC 1.51% Reduce -8.4% 16,636 $4.3M
Prelude Capital Management, LLC 0.29% Add +99.7% 16,559 $4.3M
Alpha DNA Investment Management LLC 2.35% Add +29.0% 16,554 $4.3M
Plimoth Trust Co. LLC 1.14% Reduce -0.9% 16,516 $4.3M
Corbyn Investment Management Inc. 1.90% Reduce -10.4% 16,502 $4.3M
Metropolitan Life Insurance Co 0.18% Reduce -1.6% 16,345 $4.2M
Citizens National Bank Trust Department 0.98% Reduce -1.4% 16,283 $4.2M
Romano Brothers and Company 0.57% Reduce -0.1% 16,192 $4.2M
SPC Financial, Inc. 0.39% Add +1.0% 16,156 $4.2M
Virginia Wealth Management Group, Inc. 3.42% Reduce -3.4% 16,141 $4.2M
Cox Capital Mgt LLC 2.56% Reduce -3.8% 16,034 $4.2M
Coastline Trust Co 0.50% Reduce -26.1% 15,987 $4.1M
Legacy Wealth Management, LLC / MS 1.85% No change 15,828 $4.1M
CHICAGO TRUST Co NA 0.84% Reduce -1.5% 15,754 $4.1M
Walleye Trading LLC 0.07% Reduce -25.9% 15,608 $4.0M
SYSTM Wealth Solutions LLC 0.51% Reduce -20.7% 15,462 $4.0M
Twin Capital Management Inc. 0.50% Reduce -4.5% 15,452 $4.0M
Financial Advisory Partners, LLC 1.54% Reduce -13.7% 15,414 $4.0M
1832 Asset Management L.P. 0.01% Add +9.0% 15,393 $4.0M
U.S. Capital Wealth Advisors, LLC 0.16% Reduce -13.1% 15,364 $4.0M
Brendel Financial Advisors LLC 4.52% Add +0.1% 15,229 $3.9M
Westwood Holdings Group Inc. 0.03% Reduce -9.4% 15,118 $3.9M
Cincinnati Indemnity Co. 9.25% No change 15,047 $3.9M
Callodine Capital Management, LP 0.94% Reduce -67.0% 15,000 $3.9M
Comprehensive Financial Consultants Institutional, Inc. 1.61% Add +0.5% 14,975 $3.9M
Savant Capital, LLC 0.04% Add +4.0% 14,967 $3.9M
Ar Asset Management Inc. 0.95% No change 14,906 $3.9M
Quantinno Capital Management LP 0.08% Add +28.6% 14,898 $3.9M
Boit C F David 2.10% No change 15,365 $3.8M
Bristlecone Advisors, LLC 0.34% Reduce -0.1% 14,752 $3.8M
Thomasville National Bank 0.31% Add +0.0% 14,636 $3.8M
Stonebrook Private Inc. 1.11% Add +11.9% 14,631 $3.8M
Johnson Investment Counsel Inc. 0.04% Reduce -3.5% 14,382 $3.7M
Somerset Trust Co 1.51% Add +1.8% 14,283 $3.7M
New Hampshire Trust 0.86% Reduce -1.0% 14,264 $3.7M
Soltis Investment Advisors LLC 0.41% New 14,205 $3.7M
Norinchukin Bank, The 0.11% Reduce -2.0% 14,188 $3.7M
Weil Company, Inc. 1.46% Add +0.3% 14,186 $3.7M
Community Bank, N.A. 0.48% Reduce -1.1% 14,025 $3.6M
Wintrust Investments LLC 0.32% Add +6.3% 13,958 $3.6M
Concurrent Investment Advisors, LLC 0.15% Reduce -12.0% 13,893 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +7.1% 13,801 $3.6M
KCM Investment Advisors LLC 0.13% Add +2.1% 13,825 $3.6M
South Dakota Investment Council 0.07% No change 13,729 $3.6M
Praxis Investment Management Inc. 0.23% Add +29.9% 13,700 $3.5M
Tidal Investments LLC 0.06% Add +6.0% 13,650 $3.5M
Nicollet Investment Management, Inc. 1.30% Reduce -0.8% 13,631 $3.5M
Investment Research & Advisory Group, Inc. 1.62% Add +1.3% 13,572 $3.5M
First Trust Direct Indexing L.P. 0.26% Add +1.4% 13,512 $3.5M
Rwa Wealth Partners, LLC 0.05% Reduce -1.0% 13,484 $3.5M
Delta Capital Management LLC 2.34% No change 13,447 $3.5M
Unison Advisors LLC 0.34% Add +0.6% 13,370 $3.5M
Marble Harbor Investment Counsel, LLC 0.40% Add +0.8% 13,381 $3.5M
Kentucky Retirement Systems Insurance Trust Fund 0.24% Reduce -8.0% 13,374 $3.5M
Vident Advisory, LLC 0.07% Reduce -1.3% 13,342 $3.5M
McRae Capital Management Inc. 0.76% Add +106.2% 13,319 $3.5M
Karpas Strategies, LLC 1.05% Reduce -0.3% 13,015 $3.4M
Prospera Financial Services Inc 0.10% Add +4.4% 12,956 $3.4M
Patten Group, Inc. 0.82% Reduce -0.1% 12,893 $3.3M
Vinva Investment Management Ltd 0.19% Reduce -3.4% 12,890 $3.3M
Wunderlich Capital Managemnt 1.49% Reduce -4.9% 12,757 $3.3M
Northcape Wealth Management, LLC 1.20% Reduce -2.6% 12,693 $3.3M
Fisher Asset Management 0.00% Add +148.5% 12,672 $3.3M
Horiko Capital Management LLC 1.00% Reduce -3.0% 12,660 $3.3M
MV Capital Management, Inc. 0.37% Add +3.2% 12,633 $3.3M
Brown Miller Wealth Management, LLC 1.44% Add +4.0% 12,610 $3.3M
Park Avenue Securities LLC 0.04% Reduce -9.1% 12,605 $3.3M
apricus wealth, LLC 2.29% Reduce -5.1% 12,559 $3.3M
Slow Capital, Inc. 0.52% Add +1.7% 12,519 $3.2M
Jackson Square Capital, LLC 0.83% Reduce -14.7% 12,394 $3.2M
Bokf, NA 0.06% Reduce -3.4% 12,334 $3.2M
First National Advisers, LLC 0.71% Add +10.9% 13,568 $3.2M
Phoenix Wealth Advisors 1.92% Reduce -2.2% 12,167 $3.2M
Confluence Wealth Services, Inc. 0.28% Add +18.6% 12,121 $3.1M
First National Trust Co 0.13% Reduce -4.9% 12,111 $3.1M
Advisors Asset Management, Inc. 0.06% Reduce -29.2% 12,109 $3.1M
Texas Yale Capital Corp. 0.14% Add +0.6% 11,992 $3.1M
Van Eck Associates Corp. 0.00% Reduce -8.0% 11,984 $3.1M
Vista Investment Partners LLC 1.07% Add +56.7% 11,975 $3.1M
United Services Automobile Association 0.08% No change 11,846 $3.1M
Leuthold Group, LLC 0.34% New 11,703 $3.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.27% Reduce -92.1% 11,630 $3.0M
Regency Capital Management Inc.\DE 1.92% Add +336.1% 11,619 $3.0M
Hanson & Doremus Investment Management 0.51% Add +9.9% 11,516 $3.0M
Mattern Wealth Management LLC 0.73% Reduce -0.4% 11,509 $3.0M
Prio Wealth Limited Partnership 0.09% No change 11,423 $3.0M
Level Four Advisory Services, LLC 0.16% Add +0.8% 13,069 $3.0M
Focus Partners Wealth 0.02% Add +397.5% 11,392 $3.0M
LVW Advisors, LLC 0.50% Reduce -2.3% 11,298 $2.9M
Second Half Financial Partners, LLC 1.30% New 11,296 $2.9M
Tiaa Trust, National Association 0.01% Reduce -11.6% 11,242 $2.9M
SVB Wealth LLC 0.06% Reduce -1.6% 11,205 $2.9M
Intech Investment Management LLC 0.04% Reduce -70.3% 11,142 $2.9M
Cwm, LLC 0.01% Add +12.0% 11,060 $2.9M
Main Street Financial Solutions, LLC 0.30% Add +0.5% 11,017 $2.9M
Maxwell Wealth Strategies Inc. 1.42% Reduce -0.1% 10,585 $2.8M
Principal Securities, Inc. 0.09% Reduce -4.8% 10,783 $2.8M
Hamilton Capital Partners Inc. 0.34% Add +189.1% 10,782 $2.8M
Legacy Private Trust Co. 0.20% Add +3.8% 10,702 $2.8M
Dynamic Advisor Solutions LLC 0.09% Add +1.9% 10,634 $2.8M
Private Advisor Group, LLC 0.02% Add +9.2% 10,603 $2.7M
Moors & Cabot, Inc. 0.15% Add +3.2% 10,602 $2.7M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.6% 10,598 $2.7M
CFS Investment Advisory Services, LLC 0.46% Reduce -2.3% 10,481 $2.7M
Centiva Capital, LP 0.16% Add +129.1% 10,297 $2.7M
Accurate Wealth Management, LLC 0.78% Reduce -1.1% 10,660 $2.7M
Private Trust Co. NA 0.29% Add +5.0% 10,271 $2.7M
Geneos Wealth Management Inc. 0.12% Reduce -1.4% 10,179 $2.6M
Occidental Asset Management, LLC 0.49% Add +19.6% 10,136 $2.6M
Y-Intercept (Hong Kong) Ltd 0.20% New 10,051 $2.6M
Cary Street Partners Investment Advisory LLC 0.11% Add +7.7% 9,996 $2.6M
Griffin Asset Management, Inc. 0.31% Add +1.6% 9,988 $2.6M
Marathon Capital Management 0.62% Add +0.3% 9,965 $2.6M
IFG Advisory, LLC 0.19% Reduce -20.8% 9,894 $2.6M
Compass Wealth Management LLC 0.64% Add +8.7% 9,856 $2.6M
Nations Financial Group Inc, /Ia/ 0.21% Reduce -0.6% 9,835 $2.5M
Bayesian Capital Management, LP 0.24% Add +8.2% 9,786 $2.5M
Lantz Financial LLC 0.81% Reduce -0.5% 9,751 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -0.2% 9,732 $2.5M
HMS Capital Management, LLC 1.40% Reduce -7.8% 9,719 $2.5M
Obermeyer Wealth Partners 0.15% Add +116.1% 9,670 $2.5M
Nelson Capital Management, LLC 0.48% Add +3.0% 9,666 $2.5M
Moneta Group Investment Advisors LLC 0.04% Add +6.9% 9,646 $2.5M
Prime Capital Investment Advisors, LLC 0.03% Reduce -1.3% 9,641 $2.5M
First Hawaiian Bank 0.08% Reduce -5.2% 9,636 $2.5M
West Michigan Advisors, LLC 0.81% Add +0.5% 9,598 $2.5M
Ibex Wealth Advisors 0.67% — 11,235 $2.5M
Schechter Investment Advisors, LLC 0.18% Reduce -5.0% 9,509 $2.5M
New Potomac Partners, LLC 1.37% Reduce -1.4% 9,492 $2.5M
Mission Wealth Management, LP 0.07% Reduce -6.2% 9,453 $2.4M
Buckhead Capital Management LLC 0.82% Reduce -12.9% 9,365 $2.4M
NBT Bank, N.A. 0.18% Reduce -0.1% 9,359 $2.4M
Stephens Inc. 0.04% Add +7.5% 9,345 $2.4M
Wright Investors Service Inc. 0.61% Reduce -0.7% 9,337 $2.4M
Ostrum Asset Management 0.19% Reduce -51.3% 9,327 $2.4M
American Trust 0.20% Reduce -72.4% 9,311 $2.4M
Nilsine Partners, LLC 0.33% Add +54.6% 9,238 $2.4M
NEOS Investment Management LLC 0.15% Add +66.1% 9,196 $2.4M
Haverford Trust Co 0.02% Reduce -1.1% 9,170 $2.4M
Lederer & Associates Investment Counsel 1.65% Reduce -4.7% 9,164 $2.4M
Cohen Klingenstein LLC 0.09% No change 9,120 $2.4M
Gabelli Funds LLC 0.02% No change 9,105 $2.4M
Portland Global Advisors LLC 0.32% Add +4.2% 9,093 $2.4M
Argyle Capital Management, LLC 0.91% No change 9,084 $2.4M
KKM Financial LLC 1.15% Add +14.1% 9,080 $2.4M
NJ State Employees Deferred Compensation Plan 0.30% No change 9,028 $2.3M
NewEdge Wealth, LLC 0.05% Add +29.5% 9,281 $2.3M
Round Rock Advisors LLC 0.55% Reduce -4.5% 8,895 $2.3M
Summit Financial, LLC 0.14% Reduce -3.2% 8,865 $2.3M
OneDigital Investment Advisors LLC 0.04% Reduce -7.8% 8,887 $2.3M
Allworth Financial LP 0.02% Add +16.0% 8,872 $2.3M
Smith Salley Wealth Management 0.18% Reduce -19.1% 8,848 $2.3M
Epoch Investment Partners, Inc. 0.01% Reduce -9.3% 8,843 $2.3M
Bowman & Co S.C. 1.39% Reduce -1.7% 8,833 $2.3M
B. Riley Wealth Advisors, Inc. 0.06% Add +2.8% 10,873 $2.3M
Clearstead Advisors, LLC 0.11% Add +2.5% 8,873 $2.3M
Peterson Wealth Services 0.82% Add +5.2% 8,703 $2.3M
Pictet North America Advisors SA 0.25% Reduce -8.7% 8,665 $2.2M
Ballentine Partners, LLC 0.04% Add +5.8% 8,608 $2.2M
Meridian Investment Counsel Inc. 0.74% No change 8,603 $2.2M
Avitas Wealth Management LLC 0.34% Add +1.2% 8,565 $2.2M
Exencial Wealth Advisors, LLC 0.08% Add +9.2% 8,550 $2.2M
Bleakley Financial Group, LLC 0.06% Add +3.5% 8,489 $2.2M
A. D. Beadell Investment Counsel, Inc. 1.92% Reduce -0.6% 8,485 $2.2M
Simplicity Wealth,LLC 0.05% New 8,461 $2.2M
Fulton Bank, N.A. 0.09% Reduce -0.5% 8,442 $2.2M
Integrated Wealth Concepts LLC 0.03% Add +8.2% 8,437 $2.2M
iA Global Asset Management Inc. 0.04% Reduce -82.6% 8,414 $2.2M
Hyman Charles D 0.12% No change 8,400 $2.2M
Douglass Winthrop Advisors, LLC 0.04% Add +2.5% 8,375 $2.2M
Alpine Global Management, LLC 0.50% New 8,319 $2.2M
Nebula Research & Development LLC 0.46% New 8,303 $2.2M
Criterion Capital Advisors, LLC 1.43% Reduce -7.0% 8,278 $2.1M
Argent Trust Co 0.10% Reduce -0.2% 8,268 $2.1M
Pinnacle Financial Partners Inc 0.05% Reduce -2.8% 8,127 $2.1M
Mirabella Financial Services LLP 0.15% Add +81.9% 8,119 $2.1M
Inceptionr LLC 0.54% New 8,114 $2.1M
Fort Washington Investment Advisors Inc. 0.01% Add +1.4% 8,082 $2.1M
Advent Capital Management 2.97% No change 8,000 $2.1M
Van Leeuwen & Company, LLC 1.05% Add +0.6% 7,990 $2.1M
Naples Global Advisors, LLC 0.21% Add +0.3% 7,912 $2.1M
SpiderRock Advisors, LLC 0.07% — 7,963 $2.1M
Neville Rodie & Shaw Inc. 0.16% No change 7,899 $2.0M
Banque Cantonale Vaudoise 0.08% Reduce -33.5% 7,850 $2.0M
First Trust Investment Solutions L.P. 0.36% Add +703.4% 7,849 $2.0M
Dividend Assets Capital, LLC 0.43% Reduce -0.8% 7,815 $2.0M
Faithward Advisors, LLC 0.37% Add +210.7% 7,788 $2.0M
Vestcor Inc 0.07% Reduce -10.6% 7,779 $2.0M
Burney Co./ 0.08% Reduce -70.4% 7,761 $2.0M
Alaethes Wealth, LLC 0.88% Reduce -2.4% 7,708 $2.0M
Cordgrass Capital Advisors, LLC 0.62% Add +0.4% 7,709 $2.0M
iSAM Funds (UK) Ltd 1.14% New 7,707 $2.0M
Parallax Volatility Advisers, L.P. 0.07% Reduce -40.1% 7,663 $2.0M
Trexquant Investment LP 0.04% Reduce -44.1% 7,542 $2.0M
Davidson Trust Co. 1.14% Reduce -1.3% 7,541 $2.0M
Sciencast Management LP 1.18% New 7,478 $1.9M
Parkside Financial Bank & Trust 0.31% Add +43.6% 7,476 $1.9M
GAMCO Investors 0.02% Reduce -0.0% 7,476 $1.9M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.83% Add +1.3% 7,476 $1.9M
Mgo One Seven LLC 0.10% Reduce -11.6% 7,468 $1.9M
HighPoint Advisor Group LLC 0.14% Reduce -1.4% 7,601 $1.9M
Ritholtz Wealth Management 0.07% Add +41.7% 7,383 $1.9M
Herold Advisors, Inc. 0.46% Reduce -34.0% 7,367 $1.9M
Central Valley Advisors, LLC 0.98% Add +6.0% 7,338 $1.9M
Bowen Hanes & Co. Inc. 0.05% Reduce -0.0% 7,327 $1.9M
Security National Bank 0.29% Add +4.7% 7,324 $1.9M
Wedbush Securities Inc. 0.07% Add +13.8% 7,267 $1.9M
Qtron Investments LLC 0.27% Add +24.9% 7,266 $1.9M
Altman Advisors, Inc. 0.91% Add +2.3% 7,301 $1.9M
Aries Wealth Management 0.61% Reduce -1.2% 7,247 $1.9M
Claro Advisors Inc. 0.33% Add +1.4% 7,226 $1.9M
Inscription Capital, LLC 0.31% Add +14.5% 7,208 $1.9M
Lincoln Capital LLC 0.41% Add +0.1% 7,153 $1.9M
King Luther Capital Management Corp. 0.01% Reduce -0.7% 7,145 $1.9M
Chicago Capital, LLC 0.06% Reduce -14.6% 7,142 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,270 $1.8M
Snowden Capital Advisors LLC 0.06% Add +8.1% 7,024 $1.8M
Lester Murray Antman dba SimplyRich 0.59% Add +1.1% 7,023 $1.8M
Merit Financial Group, LLC 0.04% Add +50.5% 7,320 $1.8M
Monarch Capital Management Inc. 0.51% Reduce -1.7% 6,999 $1.8M
DoubleLine ETF Adviser LP 0.46% Add +3.2% 7,002 $1.8M
Family Legacy, Inc. 0.65% Reduce -3.4% 6,961 $1.8M
TFG Advisers LLC 0.70% Add +1.8% 6,938 $1.8M
Axxcess Wealth Management, LLC 0.05% Add +110.2% 6,932 $1.8M
Cibc World Market Inc. 0.00% Reduce -0.8% 6,869 $1.8M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -4.2% 6,839 $1.8M
Delphi Management Inc. 1.38% Reduce -3.0% 6,863 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.93% Add +1.7% 6,847 $1.8M
Whittier Trust Co. of Nevada Inc. 0.05% Add +3.3% 6,836 $1.8M
Sequoia Financial Advisors, LLC 0.02% Reduce -23.8% 6,820 $1.8M
Sumitomo Life Insurance Co. 0.05% Reduce -3.8% 6,790 $1.8M
Panagora Asset Management Inc. 0.01% Add +29.0% 6,784 $1.8M
Lincoln National Corp. 0.03% Reduce -0.4% 6,760 $1.8M
Gilliland Jeter Wealth Management LLC 0.61% Add +7.6% 6,708 $1.7M
Horizon Investments, LLC 0.05% Reduce -3.4% 6,679 $1.7M
Quadcap Wealth Management, LLC 0.39% Reduce -15.5% 6,662 $1.7M
Clear Harbor Asset Management, LLC 0.15% Add +4.7% 6,662 $1.7M
J. W. Coons Advisors, LLC 0.30% No change 6,658 $1.7M
Insigneo Advisory Services, LLC 0.20% New 6,622 $1.7M
USA Financial Formulas 0.28% Add +275.4% 6,637 $1.7M
Investment Management Corp of Ontario 0.05% Reduce -31.2% 6,629 $1.7M
JT Stratford LLC 0.34% Add +11.6% 6,605 $1.7M
Canandaigua National Bank & Trust Co. 0.25% Reduce -17.9% 6,588 $1.7M
Cordatus Wealth Management LLC 1.22% Reduce -0.4% 6,488 $1.7M
Journey Advisory Group, LLC 0.21% Reduce -0.1% 6,477 $1.7M
Portfolio Design Labs, LLC 0.56% New 6,441 $1.7M
Chase Investment Counsel Corp. 0.62% Add +60.1% 6,395 $1.7M
Delta Financial Advisors LLC 0.65% Add +9.6% 6,377 $1.7M
Thoroughbred Financial Services, LLC 0.16% Reduce -23.7% 6,308 $1.6M
Resources Management Corp. /CT/ 0.24% Reduce -5.6% 6,285 $1.6M
Global Retirement Partners, LLC 0.06% Add +1.5% 6,285 $1.6M
Cunning Capital Partners, LP 0.90% No change 6,265 $1.6M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -33.8% 6,216 $1.6M
Qsemble Capital Management, LP 0.35% New 6,190 $1.6M
Ascent Group, LLC 0.14% Add +382.6% 6,182 $1.6M
Thompson Davis & Co., Inc. 1.08% Reduce -3.8% 6,165 $1.6M
Trail Ridge Investment Advisors, LLC 0.90% No change 6,133 $1.6M
TD Private Client Wealth LLC 0.05% Add +3.0% 6,115 $1.6M
Transatlantique Private Wealth LLC 0.68% Reduce -5.8% 6,059 $1.6M
Left Brain Wealth Management, LLC 0.76% Add +3.0% 6,058 $1.6M
Guyasuta Investment Advisors Inc. 0.11% No change 6,921 $1.6M
Profund Advisors LLC 0.06% Add +2.4% 6,034 $1.6M
DB Fitzpatrick & Co, Inc 1.43% Reduce -5.2% 5,997 $1.6M
Shorepoint Capital Partners LLC 0.38% Reduce -4.3% 5,963 $1.5M
Legato Capital Management LLC 0.19% No change 5,958 $1.5M
Handelsinvest Investeringsforvaltning 0.74% Reduce -15.3% 5,926 $1.5M
Roundview Capital LLC 0.13% Add +13.7% 5,919 $1.5M
Scotia Capital Inc. 0.01% Reduce -1.9% 5,898 $1.5M
Meeder Advisory Services, Inc. 0.15% Add +1.4% 5,834 $1.5M
BKM Wealth Management, LLC 0.65% Add +6.3% 5,830 $1.5M
Trust Co. of Oklahoma 0.53% Add +0.1% 5,760 $1.5M
Arjuna Capital 0.42% Add +75.1% 5,724 $1.5M
Alkeme Wealth, LLC 0.68% No change 5,873 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -3.0% 5,652 $1.5M
Kingswood Wealth Advisors, LLC 0.17% Add +0.3% 5,651 $1.5M
Focus Partners Advisor Solutions, LLC 0.04% New 5,623 $1.5M
Shayne & Jacobs, LLC 0.40% Reduce -4.2% 5,623 $1.5M
Caprock Group, LLC 0.08% Add +1.9% 5,602 $1.5M
CTC Alternative Strategies, Ltd. 0.90% New 5,600 $1.5M
Summit Trail Advisors, LLC 0.04% Add +28.5% 5,579 $1.5M
Townsquare Capital LLC 0.02% Add +23.1% 5,586 $1.4M
Signaturefd, LLC 0.03% Add +0.5% 5,584 $1.4M
GS Investments, Inc. 0.70% No change 5,565 $1.4M
Jacobi Capital Management LLC 0.13% Add +9.4% 5,557 $1.4M
HM Payson & Co. 0.03% Add +112.3% 5,538 $1.4M
Valmark Advisers, Inc. 0.03% No change 5,526 $1.4M
Venture Visionary Partners LLC 0.07% Reduce -8.0% 5,469 $1.4M
Baldwin Investment Management, LLC 0.19% Add +0.2% 5,451 $1.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.23% Reduce -0.8% 5,434 $1.4M
Empowered Funds, LLC 0.03% Reduce -78.7% 5,399 $1.4M
Paladin Advisory Group, LLC 1.11% Add +2.1% 5,431 $1.4M
Steward Partners Investment Solutions, LLC 0.23% Add +6.1% 5,322 $1.4M
Kingsview Wealth Management, LLC 0.03% Add +25.2% 5,303 $1.4M
Dakota Wealth Management 0.03% Add +10.2% 5,301 $1.4M
Mather Group, Llc. 0.02% Reduce -2.4% 6,077 $1.4M
CENTRAL TRUST Co 0.03% Add +1.8% 5,287 $1.4M
Wealth Quarterback LLC 0.76% Add +64.4% 5,275 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.53% Reduce -4.2% 5,236 $1.4M
Waverly Advisors, LLC 0.03% Add +237.1% 5,232 $1.4M
Coldstream Capital Management Inc. 0.03% Reduce -1.9% 5,228 $1.4M
Creative Financial Designs Inc. 0.13% Reduce -13.1% 5,227 $1.4M
Parallel Advisors, LLC 0.04% Add +5.0% 5,176 $1.3M
Balyasny Asset Management L.P. 0.00% New 5,147 $1.3M
Valley National Advisers Inc. 0.20% Add +0.2% 5,122 $1.3M
Stablepoint Partners, LLC 0.27% Add +11.9% 5,097 $1.3M
Alphinity Investment Management Pty Ltd 0.01% Reduce -99.0% 5,096 $1.3M
Monte Financial Group, LLC 0.58% Add +0.7% 5,081 $1.3M
Webster Bank, N. A. 0.15% Add +6.5% 5,077 $1.3M
Legacy Capital Group California, Inc. 0.48% Reduce -2.6% 5,057 $1.3M
Csenge Advisory Group 0.07% Reduce -2.7% 5,057 $1.3M
Legacy Wealth Asset Management, LLC 0.36% Add +64.3% 5,023 $1.3M
Perpetual Ltd 0.01% Reduce -2.0% 5,017 $1.3M
Summitry LLC 0.07% Add +1.9% 5,015 $1.3M
Headlands Technologies LLC 0.31% New 5,002 $1.3M
Pitcairn Co. 0.08% Add +133.2% 4,979 $1.3M
Viawealth, LLC 0.81% Reduce -6.2% 4,978 $1.3M
Foster & Motley Inc. 0.09% Reduce -19.6% 4,970 $1.3M
ArrowMark Colorado Holdings LLC 0.01% No change 4,970 $1.3M
Cookson Peirce & Co. Inc. 0.07% Reduce -9.2% 4,960 $1.3M
Centaurus Financial, Inc. 0.09% Reduce -0.2% 4,932 $1.3M
Relyea Zuckerberg Hanson LLC 0.22% Add +0.8% 4,923 $1.3M
&partners 0.17% New 4,841 $1.3M
W.H. Cornerstone Investments Inc. 0.91% Add +6.8% 4,879 $1.3M
Simmons Bank 0.09% Reduce -6.0% 4,869 $1.3M
Parsons Capital Management Inc. 0.09% Add +1.6% 4,854 $1.3M
Field & Main Bank 0.49% Add +3.8% 4,833 $1.3M
Trust Asset Management LLC 0.11% No change 4,830 $1.3M
Pekin Hardy Strauss, Inc. 0.17% Add +0.0% 4,830 $1.3M
McDonald Partners LLC 0.34% Add +0.3% 4,829 $1.3M
Asset Dedication, LLC 0.09% Reduce -2.0% 4,814 $1.3M
Nichols & Pratt Advisers LLP 0.08% No change 4,807 $1.2M
DF Dent & Co. Inc. 0.02% Reduce -5.9% 4,804 $1.2M
Two Sigma Securities, LLC 0.06% New 4,762 $1.2M
Achmea Investment Management B.V. 0.02% Reduce -2.0% 4,728 $1.2M
Castlekeep Investment Advisors LLC 0.88% Reduce -7.4% 4,714 $1.2M
Stratos Wealth Advisors, LLC 0.07% Reduce -1.9% 4,703 $1.2M
Rehmann Capital Advisory Group 0.09% Reduce -0.9% 4,694 $1.2M
Ballast, Inc. 0.38% Add +1.6% 4,684 $1.2M
Valeo Financial Advisors, LLC 0.04% Add +5.5% 4,949 $1.2M
Old National Bancorp 0.03% Reduce -18.7% 4,628 $1.2M
Certuity, LLC 0.11% Add +11.0% 4,621 $1.2M
Paloma Partners Management Co 0.25% New 4,594 $1.2M
Worldquant Millennium Advisors LLC 0.01% Reduce -90.1% 4,591 $1.2M
Balentine LLC 0.04% Reduce -18.4% 4,581 $1.2M
Meridian Wealth Advisors, LLC 0.22% Add +0.0% 4,569 $1.2M
Forum Financial Management, LP 0.02% Reduce -5.2% 4,558 $1.2M
Perigon Wealth Management, LLC 0.04% Add +3.5% 4,543 $1.2M
Lecap Asset Management Ltd. 0.24% New 4,534 $1.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.59% No change 4,500 $1.2M
Saxon Interests, Inc. 0.55% Add +6.2% 4,489 $1.2M
Essex Financial Services, Inc. 0.11% Add +7.6% 4,429 $1.1M
PFS Partners, LLC 0.77% Reduce -5.7% 4,400 $1.1M
Silvant Capital Management LLC 0.05% No change 4,384 $1.1M
Wedmont Private Capital 0.08% Add +5.0% 4,581 $1.1M
New Century Financial Group, LLC 0.79% Reduce -0.5% 4,384 $1.1M
Hancock Whitney Corp. 0.04% Add +2.5% 4,374 $1.1M
Quadrant Capital Group LLC 0.09% Add +2.6% 4,372 $1.1M
RMR Wealth Builders 0.14% Reduce -0.5% 4,352 $1.1M
AA Financial Advisors, LLC 0.45% New 4,349 $1.1M
Atlas Private Wealth Management, LLC 0.47% Add +3.6% 4,327 $1.1M
Cigna Investments Inc. 0.21% Reduce -1.1% 4,307 $1.1M
Schear Investment Advisers, LLC 0.89% New 4,281 $1.1M
AMG National Trust Bank 0.03% Reduce -1.5% 4,255 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +95.6% 4,254 $1.1M
Lakeside Advisors, INC. 0.70% No change 4,228 $1.1M
Ceeto Capital Group, LLC 0.45% No change 4,200 $1.1M
CSU Producer Resources, Inc. 3.59% No change 4,213 $1.1M
Avior Wealth Management, LLC 0.05% Reduce -3.4% 4,211 $1.1M
Fidelis Capital Partners, LLC 0.17% Add +36.6% 4,204 $1.1M
Financial Security Advisor, Inc. 0.38% Add +0.0% 4,189 $1.1M
Westhampton Capital, LLC 0.59% No change 4,190 $1.1M
Emprise Bank 0.73% — 4,187 $1.1M
WCM Investment Management, LLC 0.00% Reduce -4.2% 4,161 $1.1M
Sutton Place Investors LLC 0.53% Add +1.8% 4,150 $1.1M
Applied Capital LLC 0.88% No change 4,149 $1.1M
Hodges Capital Management Inc. 0.07% Reduce -80.1% 4,126 $1.1M
Sigma Planning Corp 0.03% Add +115.6% 4,118 $1.1M
Heritage Trust Co 0.14% Reduce -20.6% 4,118 $1.1M
Formidable Asset Management, LLC 0.17% New 4,062 $1.1M
InTrack Investment Management Inc 0.78% No change 4,056 $1.1M
MGB Wealth Management, LLC 0.43% No change 4,048 $1.0M
Fiduciary Group, LLC 0.11% Add +4.7% 4,041 $1.0M
Monetary Management Group Inc. 0.29% Reduce -7.5% 4,030 $1.0M
Meadow Creek Wealth Advisors LLC 0.72% Reduce -0.5% 4,002 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +2.1% 4,002 $1.0M
Bayview Asset Management, LLC 0.42% Reduce -20.0% 4,000 $1.0M
Transcend Capital Advisors, LLC 0.08% Reduce -5.0% 3,990 $1.0M
Concord Wealth Partners 0.18% Add +73.8% 3,966 $1.0M
FC Advisory LLC 0.38% No change 3,964 $1.0M
Montag A & Associates Inc. 0.05% No change 3,945 $1.0M
IHT Wealth Management, LLC 0.04% Add +3.7% 3,893 $1.0M
Mill Capital Management, LLC 0.08% No change 3,892 $1.0M
Trueblood Wealth Management, LLC 0.57% Add +9.1% 3,875 $1.0M
Sierra Summit Advisors LLC 0.27% Add +3.7% 3,872 $1.0M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -0.4% 3,870 $1.0M
Stoneridge Investment Partners LLC 0.38% Reduce -86.6% 3,859 $1.0M
Mainstay Capital Management LLC 0.19% Reduce -10.8% 3,855 $999K
FRG Family Wealth Advisors LLC 0.19% No change 3,963 $985K
Edgestream Partners, L.P. 0.05% New 3,797 $984K
Bank of Hawaii 0.05% Reduce -1.0% 3,791 $982K
Concord Asset Management, LLC 0.26% Add +80.1% 3,764 $975K
Keyes, Stange & Wooten Wealth Management, LLC 0.86% Reduce -1.4% 3,757 $974K
KRS Capital Management, LLC 0.78% Reduce -2.3% 3,743 $970K
Marcum Wealth, LLC 0.10% Add +1.3% 3,737 $968K
Dynasty Wealth Management, LLC 0.03% — 3,729 $966K
Harbour Capital Advisors, LLC 0.24% Add +1.6% 3,768 $966K
Invera Wealth Advisors, LLC 0.82% Reduce -4.7% 3,936 $966K
Epiq Partners, LLC 0.65% No change 3,714 $962K
Grey Street Capital, LLC 0.13% New 3,697 $961K
Gsa Capital Partners LLP 0.08% New 3,708 $961K
Financial Insights, Inc. 0.28% Reduce -18.6% 3,702 $959K
Sentry LLC 0.18% No change 3,701 $959K
Aptus Capital Advisors, LLC 0.02% Add +14.4% 3,697 $958K
Chesley Taft & Associates LLC 0.05% No change 3,695 $957K
NORTHSTAR ASSET MANAGEMENT Co 0.24% Add +3.9% 3,690 $956K
Cambridge Trust Co. 0.04% Add +23.5% 3,659 $948K
Checchi Capital Advisers, LLC 0.07% Add +1.1% 3,656 $947K
Financial Advocates Investment Management 0.05% Add +0.9% 3,653 $947K
Mitchell McLeod Pugh & Williams Inc. 0.23% Reduce -1.3% 3,642 $944K
SRN Advisors, LLC 0.73% Add +5.1% 3,633 $941K
Aigen Investment Management, LP 0.20% New 3,616 $937K
Lake Street Private Wealth, LLC 0.13% Reduce -8.9% 3,613 $936K
Point Windward Advisors Inc. 0.39% No change 3,610 $935K
WBH Advisory Inc. 0.10% Reduce -2.2% 3,610 $935K
Sippican Capital Advisors 0.72% Reduce -33.8% 3,595 $932K
EP Wealth Advisors, LLC 0.01% Add +28.1% 3,595 $931K
Balefire, LLC 0.34% Reduce -46.1% 3,587 $929K
Wealthspire Advisors, LLC 0.01% Reduce -2.4% 3,581 $928K
Beach Investment Counsel Inc. 0.11% No change 4,078 $922K
GoodHaven Capital Management, LLC 0.35% No change 3,550 $920K
Veltria Advisors Corp. 0.24% Add +225.2% 3,548 $919K
Wolf Group Capital Advisors 0.44% No change 4,773 $919K
Advisory Resource Group 0.21% Add +19.3% 3,533 $916K
United Asset Strategies, Inc. 0.09% Add +3.4% 3,517 $911K
LCNB Corp. 0.33% Add +5.3% 3,511 $910K
Lake Street Advisors Group, LLC 0.04% Add +2.6% 3,494 $908K
Gratus Wealth Advisors, LLC 0.17% No change 3,696 $907K
Connecticut Wealth Management, LLC 0.05% Reduce -1.6% 3,500 $907K
Cim Investment Management Inc. 0.27% No change 3,499 $907K
Principle Wealth Partners LLC 0.07% Add +13.6% 3,488 $904K
Smartleaf Asset Management LLC 0.17% Add +19.6% 3,459 $894K
Highlander Capital Management, LLC 0.35% No change 3,425 $888K
Spinnaker Trust 0.06% Add +1.1% 3,401 $881K
Northeast Investment Management 0.04% Reduce -3.6% 3,394 $879K
Grey Ledge Advisors, LLC 0.25% Add +0.3% 3,392 $879K
American Trust Investment Advisors, LLC 0.42% No change 3,386 $877K
Wealth Alliance, LLC 0.11% Reduce -2.5% 3,366 $872K
GeoWealth Management, LLC 0.03% Add +18.5% 3,360 $871K
International Assets Investment Management, LLC 0.09% Add +56.4% 3,360 $865K
Choate Investment Advisors 0.02% Add +3.4% 3,337 $865K
Banque Pictet & Cie SA 0.01% Reduce -31.4% 3,280 $850K
Stock Yards Bank & Trust Co. 0.03% No change 3,255 $843K
Abbot Financial Management, Inc. 0.46% Add +2.6% 3,241 $840K
Nomura Holdings Inc. 0.01% Reduce -60.7% 3,235 $838K
Syon Capital LLC 0.08% Add +5.8% 3,210 $832K
REDW Wealth LLC 0.22% Reduce -21.3% 3,205 $831K
Capstone Investment Advisors, LLC 0.03% Reduce -20.0% 3,189 $826K
Saturna Capital Corp. 0.01% No change 3,170 $821K
Private Portfolio Partners LLC 0.17% Add +0.3% 3,167 $821K
1ST Source Bank 0.05% Add +14.5% 3,153 $817K
Jaffetilchin Investment Partners, LLC 0.07% Reduce -9.4% 3,152 $817K
Virtus Advisers, LLC 0.43% New 3,152 $817K
Grove Bank & Trust 0.14% Add +211.3% 3,129 $811K
X-Square Capital, LLC 0.38% Add +3.4% 3,119 $801K
Optimum Investment Advisors 0.37% No change 3,077 $797K
CFO4Life Group, LLC 0.14% Reduce -7.4% 3,071 $796K
Mitchell Sinkler & Starr 0.20% Reduce -62.1% 3,071 $796K
Allred Capital Management, LLC 0.31% Add +0.6% 3,070 $796K
Ransom Advisory, Ltd 0.42% — 3,060 $793K
Bull Street Advisors, LLC 0.38% No change 3,035 $786K
Advisors Capital Management, LLC 0.01% Add +2.1% 3,030 $785K
Mairs & Power Inc. 0.01% Add +0.6% 3,019 $782K
Finivi Inc. 0.70% No change 3,000 $777K
Pinnacle Wealth Planning Services, Inc. 0.11% Add +1.0% 2,999 $777K
Equitable Trust Co. 0.05% Add +1.4% 2,986 $774K
Conning Inc. 0.03% Reduce -2.6% 2,979 $772K
Commerzbank Aktiengesellschaft 0.03% Add +19.9% 2,959 $767K
Resurgent Financial Advisors LLC 0.41% Reduce -2.0% 2,956 $766K
American National Bank & Trust Co. 0.18% — 2,947 $764K
Nvwm, LLC 0.21% Reduce -16.1% 2,899 $754K
Columbia Asset Management 0.15% No change 3,320 $750K
Rossmore Private Capital 0.10% Add +11.2% 2,890 $749K
Welch Group, LLC 0.04% Add +9.6% 2,886 $748K
Gryphon Financial Partners LLC 0.13% Add +7.3% 2,882 $747K
Encompass Wealth Advisors, LLC 0.20% Reduce -7.3% 2,867 $743K
Tyler-Stone Wealth Management 0.33% Add +2.7% 2,862 $742K
Accordant Advisory Group Inc 0.55% — 2,859 $741K
First American Bank 0.06% No change 2,856 $740K
GC Wealth Management RIA, LLC 0.15% Reduce -2.7% 2,854 $740K
Ninepoint Partners LP 0.09% New 2,852 $739K
First Affirmative Financial Network 0.54% Reduce -3.2% 2,848 $738K
GAMMA Investing LLC 0.15% Add +16.3% 2,836 $735K
Waldron Private Wealth LLC 0.03% Add +2.3% 2,826 $735K
Great Lakes Retirement, Inc. 0.11% Add +3.4% 2,828 $733K
McElhenny Sheffield Capital Management, LLC 0.26% Reduce -4.1% 2,810 $727K
Mesirow Financial Investment Management, Inc. 0.02% Add +24.4% 2,800 $725K
Headinvest, LLC 0.14% No change 2,792 $723K
Proficio Capital Partners LLC 0.08% Add +2.4% 2,787 $722K
Merrion Investment Management Co, LLC 0.51% No change 2,771 $718K
G&S Capital LLC 0.32% Reduce -3.1% 2,758 $715K
NorthRock Partners, LLC 0.03% Add +2.7% 2,741 $713K
Hilltop Holdings Inc. 0.08% Add +3.2% 2,749 $712K
Fifth Third Wealth Advisors LLC 0.11% Add +17.7% 2,747 $712K
SRB Corp. 0.04% Add +19.6% 2,735 $709K
J.W. Cole Advisors, Inc. 0.04% Reduce -5.4% 2,728 $707K
Shelton Capital Management 0.02% No change 2,714 $703K
Clarius Group, LLC 0.05% Reduce -15.1% 2,710 $702K
Cidel Asset Management Inc. 0.05% Reduce -17.2% 2,705 $701K
Premier Path Wealth Partners, LLC 0.13% Reduce -3.2% 2,695 $698K
V-Square Quantitative Management LLC 0.10% Add +162.7% 2,690 $697K
Edge Capital Group, LLC 0.03% Reduce -0.2% 2,689 $697K
Boyar Asset Management Inc. 0.45% Reduce -0.2% 2,687 $696K
Atlanta Consulting Group Advisors, LLC 0.24% — 2,687 $696K
Montecito Bank & Trust 0.14% Reduce -3.3% 2,687 $696K
Exchange Traded Concepts, LLC 0.02% Reduce -11.3% 2,670 $692K
CWA Asset Management Group, LLC 0.04% Add +19.7% 2,668 $691K
Henry James International Management Inc. 0.21% No change 2,666 $691K
Citizens Financial Group Inc. 0.02% Add +7.8% 2,657 $688K
City State Bank 0.30% No change 2,654 $688K
Cornerstone Wealth Management, LLC 0.06% Reduce -3.0% 2,654 $688K
Simon Quick Advisors, LLC 0.05% Add +193.3% 2,651 $687K
Cross Staff Investments Inc 0.58% No change 2,649 $686K
Center for Financial Planning, Inc. 0.10% Add +5.2% 2,648 $686K
Empire Financial Management Company, LLC 0.23% Add +10.0% 2,635 $683K
CX Institutional 0.03% Reduce -0.1% 2,630 $682K
TKG Advisors, LLC 0.38% Reduce -2.3% 2,601 $674K
Buckingham Strategic Wealth, LLC 0.01% Reduce -2.1% 2,586 $670K
Everett Harris & Co. 0.01% No change 2,579 $668K
Canopy Partners, LLC 0.33% Add +12.4% 2,578 $668K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.4% 2,576 $667K
Lindbrook Capital, LLC 0.06% Add +3.5% 2,574 $667K
Apexium Financial, LP 0.05% Reduce -34.9% 2,557 $665K
Astoria Portfolio Advisors LLC. 0.26% Reduce -2.9% 2,715 $664K
Williams Jones Wealth Management, LLC. 0.01% Add +0.2% 2,560 $663K
Sound Financial Strategies Group, LLC 0.55% Reduce -1.5% 2,550 $661K
SeaCrest Wealth Management, LLC 0.08% Reduce -4.5% 2,550 $661K
Baader Bank Aktiengesellschaft 0.05% No change 2,550 $661K
Benjamin Edwards Inc. 0.13% Add +30.5% 2,545 $659K
Spire Wealth Management 0.01% Add +1.2% 2,536 $657K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +2.8% 2,533 $656K
Gladstone Institutional Advisory LLC 0.04% Reduce -73.0% 2,525 $654K
Farther Finance Advisors, LLC 0.04% Add +25.3% 2,541 $654K
Zions Bancorporation, N.A. 0.05% Add +0.3% 2,523 $654K
Compound Planning, Inc. 0.06% Add +13.3% 2,511 $651K
Legacy Financial Advisors, Inc. 0.12% Add +0.7% 2,493 $646K
Elevation Point Wealth Partners, LLC 0.05% Reduce -28.9% 2,491 $645K
FineMark National Bank & Trust 0.02% Reduce -8.3% 2,436 $631K
Burford Brothers, Inc. 0.41% Add +2.1% 2,431 $630K
Nicholas Wealth, LLC. 0.49% Add +9.6% 2,430 $630K
Joel Isaacson & Co., LLC 0.03% No change 2,425 $628K
Revisor Wealth Management LLC 0.28% Add +125.5% 2,584 $627K
Somerville Kurt F 0.11% No change 2,400 $622K
Strategic Wealth Partners, Ltd. 0.07% Reduce -1.1% 2,397 $621K
Sentry Investment Management LLC 0.24% Add +11.4% 2,387 $619K
Vicus Capital 0.06% Add +57.8% 2,376 $616K
Goldstein Advisors, LLC 0.10% Reduce -1.8% 2,363 $612K
Means Investment Co., Inc. 0.08% Add +75.0% 2,349 $609K
FSM Wealth Advisors, LLC 0.22% Reduce -0.4% 2,345 $608K
PDS Planning, Inc 0.06% Add +2.2% 2,335 $605K
Plancorp, LLC 0.03% Add +11.0% 2,334 $605K
First City Capital Management, Inc. 0.33% Reduce -0.7% 2,318 $601K
Sky Investment Group LLC 0.12% No change 2,306 $598K
Tributary Capital Management, LLC 0.05% Reduce -17.9% 2,300 $596K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.9% 2,288 $593K
E&G Advisors, LLC 0.19% Reduce -0.3% 2,280 $591K
Peddock Capital Advisors, LLC 0.15% No change 2,272 $589K
AE Wealth Management LLC 0.01% Reduce -87.9% 2,269 $588K
Meeder Asset Management Inc. 0.04% Reduce -68.9% 2,268 $588K
Farrell Financial LLC 0.48% Reduce -1.4% 2,258 $585K
Eudaimonia Advisors LLC 0.31% Reduce -2.3% 2,254 $584K
Blackhawk Capital Partners, LLC 0.36% Reduce -30.7% 2,249 $583K
Thompson Siegel & Walmsley LLC 0.01% Reduce -3.4% 2,246 $582K
Mayflower Financial Advisors, LLC 0.10% Add +20.3% 2,241 $581K
Capula Management Ltd 0.02% New 2,231 $578K
Sage Private Wealth Group, LLC 0.46% Add +16.6% 2,200 $570K
FDx Advisors, Inc. 0.09% Reduce -59.1% 2,201 $570K
Western Wealth Management, LLC 0.04% Add +3.1% 2,195 $569K
Catalina Capital Group, LLC 0.24% New 2,172 $563K
Stiles Financial Services Inc 0.23% Add +61.4% 2,167 $562K
Arax Advisory Partners 0.06% Add +1.2% 2,168 $562K
Brooklyn Investment Group 0.24% Reduce -1.1% 2,159 $556K
Blue Trust, Inc. 0.01% Add +5.5% 2,142 $555K
Trust Co. of Toledo NA 0.09% No change 2,135 $553K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% No change 2,132 $552K
Foundation Resource Management Inc. 0.09% No change 2,129 $552K
Symmetry Partners, LLC 0.04% New 2,120 $549K
Baxter Bros Inc. 0.07% No change 2,110 $547K
Verdad Advisers, LP 0.59% New 2,089 $541K
Steigerwald, Gordon & Koch Inc. 0.07% No change 2,087 $541K
Tyche Wealth Partners LLC 0.13% Reduce -41.8% 2,085 $540K
Hemenway Trust Co LLC 0.05% Reduce -6.3% 2,080 $539K
M&R Capital Management Inc. 0.13% Add +0.1% 2,070 $536K
Towne Trust Company, N.A 0.19% Add +32.3% 2,055 $533K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +119.8% 2,044 $530K
Bell Bank 0.05% New 2,038 $528K
Gateway Investment Advisers LLC 0.01% Reduce -8.2% 2,034 $527K
Orange Investment Advisors, Inc. 0.06% Reduce -24.0% 2,030 $526K
Cetera Trust Company, N.A 0.32% Reduce -4.7% 2,030 $526K
Belpointe Asset Management LLC 0.04% Add +0.2% 2,029 $526K
Ellevest, Inc. 0.03% Reduce -2.4% 2,006 $520K
Ranch Capital Advisors Inc. 0.28% Add +0.3% 1,998 $519K
Valley Forge Investment Consultants Inc. Adv 0.20% No change 2,000 $518K
Fosun International Ltd 0.16% No change 2,000 $518K
Cyrus J. Lawrence, LLC 0.11% — 2,006 $518K
Independence Bank of Kentucky 0.15% Reduce -7.6% 1,994 $517K
Earnest Partners LLC 0.00% Add +0.3% 1,981 $513K
Modern Wealth Management, LLC 0.05% Add +15.3% 1,979 $513K
Trust Point Inc. 0.04% Reduce -50.1% 1,976 $512K
Harbour Investments, Inc. 0.02% Reduce -13.5% 1,965 $509K
Gen-Wealth Partners Inc 0.25% — 1,965 $509K
Boston Financial Mangement LLC 0.02% No change 1,951 $506K
Pallas Capital Advisors LLC 0.02% Add +8.9% 1,939 $502K
Brighton Jones LLC 0.02% Add +21.3% 1,915 $496K
Asahi Life Asset Management Co., LTD. 0.30% New 1,915 $496K
Penserra Capital Management LLC 0.01% Reduce -48.2% 1,920 $496K
RBA Wealth Management, LLC 0.20% Reduce -1.9% 1,911 $495K
Sandy Cove Advisors, LLC 0.23% Reduce -2.1% 1,907 $494K
Hara Capital LLC 0.30% No change 1,901 $493K
Alerus Financial NA 0.04% No change 1,900 $492K
Capital Investment Advisors, LLC 0.01% Reduce -0.2% 1,898 $492K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.2% 1,870 $484K
Global Financial Private Client, LLC 0.21% Add +2.5% 1,881 $484K
LMG Wealth Partners, LLC 0.12% Add +2.1% 1,862 $483K
Hamilton Wealth, LLC 0.15% Reduce -0.2% 1,862 $482K
Rede Wealth, LLC 0.20% Add +9.4% 1,856 $481K
Boothbay Fund Management, LLC 0.01% New 1,847 $479K
Avestar Capital, LLC 0.05% Add +36.2% 1,837 $478K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -81.9% 1,837 $476K
Geller Advisors LLC 0.04% Add +4.3% 1,827 $475K
Essex Bank 0.14% No change 2,094 $473K
Stonebridge Capital Management Inc. 0.21% No change 1,826 $473K
Linscomb Wealth, Inc. 0.02% Reduce -13.3% 1,825 $473K
Anchor Investment Management, LLC 0.05% Add +6.4% 1,821 $472K
Good Life Advisors, LLC 0.04% No change 1,812 $470K
Valley Brook Capital Group, Inc. 0.37% No change 1,810 $469K
Shore Point Advisors, LLC 0.27% Add +0.2% 1,805 $468K
West Family Investments, Inc. 0.14% Add +8.9% 1,803 $467K
Dagco, Inc. 0.21% New 1,795 $465K
Procyon Advisors, LLC 0.04% Reduce -5.8% 1,782 $462K
Choreo, LLC 0.01% Reduce -14.3% 1,781 $462K
Jackson Creek Investment Advisors LLC 0.16% Reduce -5.3% 1,775 $460K
Freedom Investment Management, Inc. 0.04% Add +3.8% 1,770 $459K
Dynamic Technology Lab Private Ltd 0.05% New 1,755 $455K
Cardiff Park Advisors, LLC 0.04% Add +75.4% 1,754 $454K
Harfst & Associates, Inc. 0.11% Reduce -2.6% 1,752 $454K
Legal Advantage Investments, Inc. 0.25% No change 1,750 $453K
Moloney Securities Asset Management, LLC 0.07% Add +1.5% 1,748 $453K
Okabena Investment Services Inc. 0.15% Reduce -2.3% 1,747 $453K
Fullerton Fund Management Co Ltd. 0.02% New 1,739 $451K
Atlas Capital Advisors Inc. 0.07% No change 1,737 $450K
West Oak Capital, LLC 0.19% No change 1,735 $450K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +1.2% 1,734 $449K
Equitable Holdings, Inc. 0.01% Reduce -7.8% 1,733 $449K
EverSource Wealth Advisors, LLC 0.04% Reduce -14.5% 1,805 $449K
Modera Wealth Management, LLC 0.01% Add +11.1% 1,729 $448K
Appleton Partners Inc. 0.03% Reduce -9.3% 1,727 $448K
Wetzel Investment Advisors, Inc. 0.26% Add +0.9% 1,822 $447K
Manchester Capital Management LLC 0.06% Add +3.9% 1,723 $446K
Baron Wealth Management LLC 0.24% Add +8.0% 1,722 $446K
Diversify Advisory Services, LLC 0.03% — 1,729 $445K
Tower Bridge Advisors 0.05% Reduce -1.5% 1,716 $445K
Patrick M Sweeney & Associates, Inc. 0.37% Add +2.1% 1,714 $444K
PFG Advisors 0.03% Add +10.9% 1,712 $444K
Global X Japan Co., Ltd. 0.09% Add +7.9% 1,711 $443K
Prestige Wealth Management Group LLC 0.10% Reduce -43.7% 1,701 $442K
Broadleaf Partners, LLC 0.11% No change 1,706 $442K
Sentinel Trust Co. Lba 0.06% New 1,705 $442K
Evoke Wealth, LLC 0.01% New 1,696 $441K
Tilia Fiduciary Partners, Inc. 0.36% Add +2.0% 1,698 $440K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -2.3% 1,689 $438K
Ironwood Investment Counsel, LLC 0.08% No change 1,686 $437K
Sawyer & Company, Inc 0.17% Reduce -0.6% 1,679 $435K
Abbrea Capital, LLC 0.06% No change 1,675 $435K
Vise Technologies, Inc. 0.09% Reduce -21.4% 1,674 $434K
Leavell Investment Management, Inc. 0.02% Reduce -1.3% 1,656 $431K
First County Bank 0.21% Reduce -13.5% 1,649 $427K
Evermay Wealth Management LLC 0.06% Reduce -2.1% 1,646 $427K
Letson Investment Management, Inc. 0.18% Add +18.3% 1,645 $426K
Pointe Capital Management LLC 0.26% No change 1,642 $425K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,638 $424K
PFG Investments, LLC 0.03% New 1,625 $421K
Clearview Wealth Advisors LLC 0.43% Reduce -3.3% 1,616 $419K
Farmers National Bank 0.12% Reduce -10.1% 1,605 $416K
Voya Financial Advisors, Inc. 0.05% Reduce -8.8% 1,608 $416K
Bank of New Hampshire 0.11% No change 1,600 $415K
Crestwood Advisors Group, LLC 0.01% Add +31.0% 1,599 $414K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +9.2% 1,596 $414K
Berkeley Capital Partners, LLC 0.13% Reduce -2.1% 1,595 $413K
Argonautica Private Wealth Management, Inc. 0.15% Reduce -10.5% 1,595 $413K
Everhart Financial Group, Inc. 0.12% Add +12.3% 1,593 $413K
Chicago Partners Investment Group LLC 0.02% Add +6.0% 1,650 $412K
Roberts Glore & Co. Inc. 0.12% No change 1,591 $412K
FLC Capital Advisors 0.10% No change 1,591 $412K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -0.4% 1,590 $412K
Eagle Bluffs Wealth Management LLC 0.26% No change 1,584 $412K
Focus Financial Network, Inc. 0.02% — 1,671 $410K
Mutual Advisors, LLC 0.01% Reduce -16.8% 1,581 $410K
Marex Group Ltd 0.01% Reduce -97.4% 1,580 $409K
Peak Planning Group, LLC 0.26% Add +11.5% 1,576 $408K
9258 Wealth Management, LLC 0.06% Reduce -3.4% 1,574 $408K
Carson Advisory Inc. 0.28% Add +0.1% 1,563 $405K
Associated Banc-Corp 0.01% Reduce -1.1% 1,563 $405K
Cognios Beta Neutral Large Cap Fund, LP 0.53% New 1,560 $404K
Sawgrass Asset Management LLC 0.04% No change 1,559 $404K
Angeles Investment Advisors, LLC 0.02% Reduce -23.3% 1,554 $404K
Kenora Financial, LLC 0.17% Add +1.6% 1,548 $401K
Heron Bay Capital Management 0.08% No change 1,545 $400K
Sompo Asset Management Co., Ltd. 0.07% No change 1,540 $399K
Sfmg, LLC 0.03% Add +0.3% 1,537 $398K
Paces Ferry Wealth Advisors, LLC 0.25% Reduce -5.9% 1,535 $398K
Catalyst Financial Partners LLC 0.10% Add +0.5% 1,630 $397K
Pflug Koory, LLC 0.03% No change 1,530 $396K
Virtu Financial LLC 0.03% New 1,529 $396K
Courier Capital LLC 0.03% Reduce -4.4% 1,528 $396K
Greenfield Savings Bank 0.21% Add +49.8% 1,520 $394K
Sage Mountain Advisors LLC 0.04% Add +18.8% 1,520 $394K
Sicart Associates LLC 0.14% No change 1,510 $393K
Steinberg Asset Management LLC 0.33% No change 1,500 $390K
First Dallas Securities Inc. 0.18% Reduce -11.9% 1,500 $389K
Family Manage LLC 0.07% Reduce -9.0% 1,483 $384K
Americana Partners, LLC 0.03% New 1,477 $383K
Moneco Advisors, LLC 0.06% Add +10.7% 1,473 $382K
Financial & Tax Architects, LLC 0.10% Add +18.0% 1,468 $380K
Northern Financial Advisors Inc 0.30% Reduce -1.2% 1,468 $380K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +28.8% 1,464 $379K
Gratus Capital, LLC 0.02% New 1,462 $379K
Oak Thistle LLC 0.34% New 1,456 $377K
Imprint Wealth LLC 0.09% Add +26.6% 1,463 $377K
National Wealth Management Group, LLC 0.29% New 1,453 $377K
Weik Capital Management 0.16% No change 1,445 $374K
CW Advisors, LLC 0.01% Reduce -27.1% 1,441 $373K
Advisory Alpha, LLC 0.02% Add +11.9% 1,434 $372K
Tectonic Advisors LLC 0.03% Add +0.3% 1,433 $371K
Harvest Fund Management Co., Ltd 0.03% Add +4088.2% 1,424 $369K
RFG Advisory, LLC 0.01% Add +36.4% 1,423 $369K
Arkadios Wealth Advisors 0.03% Reduce -1.1% 1,421 $368K
L2 Asset Management, LLC 0.12% Add +5.4% 1,421 $368K
Summit Global Investments 0.03% Reduce -71.3% 1,393 $361K
Councilmark Asset Management, LLC 0.26% — 1,387 $359K
Patron Partners, LLC 0.22% Add +7.0% 1,381 $358K
BSW Wealth Partners 0.06% Reduce -20.6% 1,376 $357K
Strategy Asset Managers LLC 0.08% Add +5.3% 1,360 $353K
Tandem Wealth Advisors LLC 0.19% Reduce -0.9% 1,357 $352K
Renaissance Group LLC 0.01% Add +4.2% 1,350 $350K
KPP Advisory Services LLC 0.10% Reduce -4.7% 1,339 $347K
Phillips Wealth Planners LLC 0.40% Add +2.6% 1,415 $347K
Resonant Capital Advisors, LLC 0.03% Add +11.8% 1,333 $347K
HTLF Bank 0.04% Add +1.8% 1,333 $345K
Titleist Asset Management, LLC 0.06% Add +11.9% 1,328 $344K
RMR Capital Management, LLC 0.34% No change 1,325 $343K
State of Wyoming 0.06% Add +236.6% 1,316 $341K
AlTi Global, Inc. 0.01% New 1,304 $339K
Wealth Effects LLC 0.12% Reduce -3.0% 1,305 $338K
Sage Financial Management Group, Inc. 0.16% New 1,300 $337K
WMS Partners, LLC 0.02% Add +5.3% 1,295 $336K
DGS Capital Management, LLC 0.10% Add +0.1% 1,293 $335K
Smithfield Trust Co 0.02% Add +3.9% 1,292 $335K
Bollard Group LLC 0.01% No change 1,290 $334K
Wynn Capital, LLC 0.26% Reduce -7.2% 1,286 $333K
BBR Partners, LLC 0.03% New 1,280 $332K
Dearborn Partners LLC 0.01% Reduce -51.6% 1,279 $331K
Keel Point, LLC 0.03% Add +6.0% 1,274 $330K
Edmond DE Rothschild Holding S.A. 0.01% Add +16.7% 1,271 $329K
One Capital Management, LLC 0.01% Add +26.4% 1,269 $329K
BLB&B Advisors, LLC 0.02% Reduce -7.1% 1,267 $328K
Waters Parkerson & Co., LLC 0.02% New 1,259 $326K
Firethorn Wealth Partners, LLC 0.19% Reduce -3.9% 1,255 $325K
Pacific Capital Wealth Advisors, Inc. 0.08% Add +2.9% 1,255 $325K
Goelzer Investment Management, Inc. 0.02% No change 1,232 $319K
Quaker Wealth Management, LLC 0.13% Add +0.1% 1,231 $319K
Johnson Financial Group, Inc. 0.02% Reduce -11.7% 1,227 $319K
Broadwater Capital Management LLC 0.24% Reduce -1.6% 1,230 $319K
Strategic Advisors LLC 0.06% Reduce -11.1% 1,225 $317K
Empower Advisory Group, LLC 0.00% Reduce -2.5% 1,225 $317K
Park Edge Advisors, LLC 0.09% No change 1,224 $317K
Norway Savings Bank 0.13% No change 1,218 $316K
Columbia Bank 0.13% — 1,218 $316K
Regent Peak Wealth Advisors LLC 0.08% Reduce -4.5% 1,217 $315K
Kensington Investment Counsel, LLC 0.14% Add +13.9% 1,215 $315K
Aerodigm Wealth, LLC 0.13% New 1,213 $314K
Summit Financial Group, Inc. 0.11% No change 1,208 $313K
Baker Avenue Asset Management, LP 0.01% Add +1.2% 1,207 $313K
DCM Advisors, LLC 0.13% Reduce -38.3% 1,202 $311K
Spirepoint Private Client, LLC 0.05% — 1,201 $311K
Van Hulzen Asset Management, LLC 0.02% Reduce -8.4% 1,198 $310K
HBK Sorce Advisory LLC 0.01% Add +7.1% 1,188 $308K
Cypress Capital Group 0.04% Add +2.6% 1,186 $307K
Smith Shellnut Wilson LLC 0.16% No change 1,185 $307K
Country Club Bank 0.02% Reduce -3.7% 1,180 $306K
Avidian Wealth Enterprises, LLC 0.02% Add +29.5% 1,176 $305K
GMO 0.00% Add +9.4% 1,173 $304K
Nicolet Advisory Services, LLC 0.03% Add +9.9% 1,220 $303K
Abacus Planning Group, Inc. 0.06% No change 1,166 $302K
Echo45 Advisors LLC 0.22% Reduce -1.2% 1,164 $302K
Fiduciary Family Office, LLC 0.12% New 1,158 $300K
Bison Wealth, LLC 0.05% Reduce -0.7% 1,155 $299K
Allstate Corp. 0.02% Reduce -5.4% 1,154 $299K
Oxbow Advisors, LLC 0.04% New 1,150 $298K
Atlantic Union Bankshares Corp 0.03% Reduce -4.6% 1,150 $298K
Drive Wealth Management, LLC 0.08% Add +0.1% 1,142 $297K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,141 $297K
Advus Financial Partners, LLC 0.09% Reduce -3.5% 1,144 $296K
Rothschild Investment LLC 0.02% Add +1.7% 1,136 $294K
Financial Management Professionals, Inc. 0.04% Reduce -6.2% 1,136 $294K
Sargent Investment Group, LLC 0.06% Reduce -29.8% 1,131 $293K
Clarus Group, Inc. 0.21% No change 1,130 $293K
Bard Financial Services, Inc. 0.03% Add +3.7% 1,130 $293K
First American Trust, FSB 0.03% Reduce -18.7% 1,126 $292K
Cornercap Investment Counsel Inc. 0.04% Reduce -88.2% 1,126 $292K
Carret Asset Management, LLC 0.03% Reduce -4.3% 1,126 $292K
Delta Financial Group, Inc. 0.09% Add +4.3% 1,120 $290K
Power Wealth Management LLC 0.18% Reduce -7.1% 1,118 $290K
Elgethun Capital Management 0.07% No change 1,119 $289K
Girard Partners LTD. 0.03% No change 1,110 $288K
MBB Public Markets I LLC 0.02% New 1,106 $287K
Guardian Wealth Advisors, LLC 0.19% Add +7.8% 1,106 $287K
Machina Capital S.A.S. 0.15% New 1,103 $286K
New Jersey Better Educational Savings Trust 0.54% No change 1,100 $285K
Cove Private Wealth, LLC 0.25% No change 1,100 $285K
Alta Advisers Ltd 0.14% No change 1,100 $285K
Dark Forest Capital Management LP 0.05% New 1,092 $283K
GHP Investment Advisors, Inc. 0.01% Add +18.3% 1,092 $283K
Hilltop National Bank 0.10% — 1,087 $282K
Aaron Wealth Advisors LLC 0.04% Add +22.0% 1,087 $282K
Foundations Investment Advisors, LLC 0.01% Add +18.9% 1,083 $281K
Legacy Advisors, LLC 0.04% Reduce -24.0% 1,078 $280K
Jones Financial Companies LLLP 0.00% Add +43.8% 1,077 $279K
Robertson Stephens Wealth Management, LLC 0.02% New 1,071 $278K
San Luis Wealth Advisors LLC 0.15% Reduce -14.8% 1,068 $277K
Kidder Stephen W 0.09% Reduce -2.7% 1,066 $276K
Gries Financial LLC 0.05% Reduce -2.7% 1,058 $274K
LRI Investments, LLC 0.07% — 1,057 $274K
LaSalle St. Investment Advisors, LLC 0.15% No change 1,211 $273K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -1.1% 1,050 $273K
MCF Advisors LLC 0.02% Add +0.2% 1,048 $272K
Convergence Investment Partners, LLC 0.10% Reduce -0.5% 1,051 $272K
Aspiriant, LLC 0.01% Add +7.2% 1,047 $271K
CYBER HORNET ETFs LLC 0.32% Reduce -2.6% 1,051 $271K
Excalibur Management Corp. 0.11% No change 1,044 $271K
First Bank & Trust 0.06% Add +3.0% 1,043 $270K
Sapient Capital LLC 0.01% Reduce -21.8% 1,037 $270K
Integrated Advisors Network LLC 0.01% Reduce -10.4% 1,039 $269K
VeraBank, N.A. 0.08% No change 1,039 $269K
TCI Wealth Advisors, Inc. 0.03% Add +1.4% 1,038 $269K
Cornerstone Advisory, LLC 0.04% Add +3.4% 1,036 $268K
Morningstar Investment Services LLC 0.00% Reduce -75.5% 1,035 $268K
Breakwater Capital Group 0.07% Add +2.3% 1,033 $268K
Parthenon LLC 0.03% No change 1,027 $266K
Northstar Group, Inc. 0.05% Reduce -1.2% 1,025 $266K
Mill Creek Capital Advisors, LLC 0.01% Add +1.4% 1,022 $265K
Financial Advisors, LLC 0.05% No change 1,020 $264K
New England Professional Planning Group Inc. 0.14% New 1,018 $264K
Atwater Malick LLC 0.09% No change 1,010 $262K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -37.0% 1,010 $262K
Quotient Wealth Partners, LLC 0.01% Add +4.5% 1,010 $262K
Palisade Asset Management, LLC 0.03% Reduce -31.6% 1,003 $260K
Bragg Financial Advisors, Inc 0.01% New 1,003 $260K
RBF Capital, LLC 0.01% No change 1,000 $259K
Angeles Wealth Management, LLC 0.03% New 999 $259K
Duncker Streett & Co. Inc. 0.05% Add +3320.7% 992 $257K
Cohen & Steers, Inc. 0.00% No change 992 $257K
Guardian Wealth Advisors, LLC / NC 0.03% Add +7.5% 990 $257K
DRW Securities, LLC 0.01% Reduce -86.0% 990 $257K
McLean Asset Management Corp 0.09% Add +0.8% 1,032 $256K
Quent Capital, LLC 0.03% Reduce -15.6% 977 $253K
First Financial Bank - Trust Division 0.02% No change 969 $251K
LaFleur & Godfrey LLC 0.04% No change 968 $251K
Cascade Financial Partners, LLC 0.04% — 1,018 $250K
Chapin Davis, Inc. 0.09% No change 965 $250K
Abel Hall, LLC 0.19% No change 958 $248K
Altfest L J & Co. Inc. 0.04% Reduce -1.3% 958 $248K
McIlrath & Eck, LLC 0.04% No change 956 $248K
Somerset Group LLC 0.23% No change 954 $247K
Callan Capital, LLC 0.02% New 953 $247K
Intrua Financial, LLC 0.04% New 950 $246K
Forte Capital LLC 0.03% Reduce -3.8% 948 $246K
Harrington Investments, INC 0.14% Reduce -1.8% 943 $244K
Segment Wealth Management, LLC 0.02% New 943 $244K
Mendel Money Management 0.11% Reduce -8.3% 942 $244K
Kavar Capital Partners Group, LLC 0.04% Reduce -50.0% 941 $244K
Kolinsky Wealth Management, LLC 0.19% Reduce -0.1% 940 $244K
Ameritas Advisory Services, LLC 0.01% Reduce -7.0% 958 $243K
Chilton Investment Co. Inc. 0.01% No change 935 $242K
Sivia Capital Partners, LLC 0.16% Reduce -3.0% 934 $242K
Diligent Investors, LLC 0.06% No change 931 $241K
Prosperity Consulting Group, LLC 0.03% New 928 $240K
WoodTrust Financial Corp 0.04% Add +0.5% 924 $239K
RB Capital Management, LLC 0.07% New 922 $239K
InterOcean Capital Group, LLC 0.01% Reduce -13.6% 922 $239K
Icon Wealth Advisors, LLC 0.02% Add +56.0% 916 $237K
Affinity Wealth Management LLC 0.04% Add +1.7% 915 $237K
AlphaStar Capital Management, LLC 0.02% New 914 $237K
Philip James Wealth Mangement, LLC 0.17% Reduce -37.6% 913 $237K
Fairfield, Bush & Co. 0.14% No change 912 $236K
Aua Capital Management, LLC 0.14% Add +1.2% 911 $236K
Arlington Trust Co LLC 0.06% Reduce -1.1% 908 $235K
MBL Wealth, LLC 0.03% New 905 $235K
One Wealth Advisors, LLC 0.04% New 901 $234K
Seed Wealth Management, Inc. 0.22% No change 905 $233K
Clayton Financial Group LLC 0.11% New 898 $233K
Busey Bank 0.01% New 894 $232K
Olistico Wealth, LLC 0.17% No change 889 $230K
Five Oceans Advisors 0.12% No change 887 $230K
American National Bank & Trust 0.03% No change 887 $230K
Gould Asset Management LLC 0.06% No change 886 $230K
Independent Financial Group, LLC 0.01% Reduce -3.7% 876 $227K
Renasant Bank 0.16% Reduce -2.9% 875 $227K
WT Wealth Management 0.08% New 873 $226K
Pettyjohn, Wood & White, Inc. 0.04% New 871 $226K
Crown Wealth Group, LLC 0.12% New 869 $225K
Nwam LLC 0.02% Reduce -11.6% 885 $223K
Trillium Asset Management, LLC 0.01% Reduce -15.7% 861 $223K
Great Diamond Partners, LLC 0.05% New 858 $222K
CVA Family Office, LLC 0.04% Reduce -11.6% 858 $222K
Brookstone Capital Management 0.00% Reduce -6.2% 857 $222K
Alpha Cubed Investments, LLC 0.01% New 851 $221K
Oakworth Capital, Inc. 0.02% Reduce -4.1% 845 $219K
Wambolt & Associates, LLC 0.07% Reduce -34.7% 849 $219K
Zullo Investment Group, Inc. 0.10% New 843 $218K
Mosaic Financial Group, LLC 0.17% — 843 $218K
Rise Advisors, LLC 0.12% Add +29.8% 840 $218K
Verum Partners LLC 0.08% New 839 $217K
Sunflower Bank, N.A. 0.05% New 839 $217K
Wayfinding Financial, LLC 0.13% New 862 $217K
Donaldson Capital Management, LLC 0.01% Reduce -10.8% 831 $215K
AdvisorNet Financial, Inc 0.02% Reduce -6.3% 830 $215K
Maven Securities LTD 0.01% New 829 $215K
GTS Securities LLC 0.01% Reduce -91.2% 829 $215K
US Asset Management LLC 0.19% New 825 $214K
Salzhauer Michael 0.17% New 824 $214K
Trust Investment Advisors 0.15% New 822 $213K
Charter Research & Investment Group, Inc. 0.17% New 820 $212K
Childress Capital Advisors, LLC 0.06% Reduce -27.9% 819 $212K
Investment Partners Asset Management, Inc. 0.19% New 817 $212K
Thrive Wealth Management, LLC 0.04% New 817 $212K
CoreCap Advisors, LLC 0.01% New 815 $211K
Barry Investment Advisors, LLC 0.07% New 810 $211K
Barlow Wealth Partners, LLC 0.03% New 855 $210K
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -10.2% 808 $209K
BlueChip Wealth Advisors LLC 0.13% New 802 $208K
Congress Park Capital LLC 0.09% New 800 $207K
Catalyst Funds Management Pty Ltd 0.06% — 800 $207K
Cantor Fitzgerald, L. P. 0.05% New 800 $207K
Clark Estates Inc. 0.03% New 800 $207K
Rodgers Brothers Inc. 0.03% New 800 $207K
Northeast Financial Consultants Inc 0.01% New 800 $207K
GPS Wealth Strategies Group, LLC 0.03% No change 799 $207K
Royal Capital Wealth Management, LLC 0.16% New 798 $207K
Wealth Management Associates, Inc. 0.10% New 810 $207K
Kornitzer Capital Management Inc. 0.00% New 794 $206K
Fermata Advisors, LLC 0.05% New 791 $205K
United Community Bank 0.08% Add +184.9% 809 $204K
Trust Co 0.03% No change 788 $204K
Southeast Asset Advisors, LLC 0.02% New 786 $204K
Midland Wealth Advisors, LLC 0.01% New 786 $204K
Wedge Capital Management L L P 0.00% New 786 $204K
Godshalk Welsh Capital Management, Inc. 0.14% New 785 $203K
Leelyn Smith, LLC 0.04% New 784 $203K
Caldwell Trust Co 0.02% Add +2.0% 782 $203K
TrinityPoint Wealth, LLC 0.03% New 781 $202K
Triangle Securities Wealth Management 0.06% New 777 $201K
Pacifica Partners Inc. 0.09% No change 780 $199K
IFP Advisors, Inc 0.01% Add +1.2% 758 $197K
Provenance Wealth Advisors, LLC 0.03% No change 756 $196K
Capital Analysts, LLC 0.01% Add +43.4% 737 $191K
Credential Qtrade Securities Inc. 0.01% Reduce -12.9% 718 $186K
CoreFirst Bank & Trust 0.12% No change 714 $185K
Janiczek Wealth Management, LLC 0.04% No change 690 $179K
Bruce G. Allen Investments, LLC 0.15% Reduce -5.2% 682 $177K
Carmichael Hill & Associates, Inc. 0.07% Reduce -1.7% 679 $176K
J.Safra Asset Management Corp 0.02% No change 660 $171K
Deseret Mutual Benefit Administrators 0.08% No change 651 $169K
Heritage Wealth Advisors 0.01% Add +0.2% 646 $167K
Concourse Financial Group Securities, Inc. 0.01% Add +111.9% 640 $166K
Delta Asset Management LLC 0.01% No change 639 $166K
Citadel Advisors 0.00% Reduce -78.9% 614 $159K
Ancora Advisors LLC 0.00% Reduce -17.0% 599 $155K
Harbor Investment Advisory, LLC 0.02% Reduce -1.7% 579 $150K
Central Pacific Bank - Trust Division 0.02% — 570 $147K
First Foundation Advisors 0.01% Add +70.9% 552 $143K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -22.7% 552 $143K
Union Savings Bank 0.07% No change 536 $139K
Salem Investment Counselors Inc. 0.00% Add +2.9% 533 $139K
GW&K Investment Management, LLC 0.00% Add +0.9% 533 $138K
West Branch Capital LLC 0.05% Add +0.4% 525 $136K
First Financial Corp. 0.07% Reduce -23.6% 520 $135K
New Covenant Trust Company, N.A. 0.13% — 515 $133K
LGT Financial Advisors LLC 0.15% Reduce -12.5% 502 $130K
Blume Capital Management, Inc. 0.03% No change 500 $130K
Ramirez Asset Management, Inc. 0.03% No change 500 $130K
Norwood Financial Corp 0.19% No change 500 $130K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +13.3% 495 $129K
CNB Bank 0.06% Add +11.1% 492 $127K
First Command Advisory Services, Inc. 0.00% Reduce -1.4% 497 $126K
Logan Capital Management Inc. 0.01% No change 477 $124K
Blue Bell Private Wealth Management, LLC 0.03% No change 475 $123K
Brown, Lisle/Cummings, Inc. 0.04% No change 470 $122K
Avalon Trust Co 0.01% No change 466 $121K
Birchbrook, Inc. 0.07% No change 463 $120K
Bray Capital Advisors 0.03% No change 446 $116K
Cedar Wealth Management, LLC 0.04% New 443 $115K
Dakota Community Bank & Trust NA 0.61% Reduce -4.2% 432 $112K
Operose Advisors LLC 0.04% No change 429 $111K
General Partner, Inc. 0.07% New 425 $110K
Pinnacle Bancorp, Inc. 0.03% No change 424 $110K
Carolinas Wealth Consulting LLC 0.02% Add +1.7% 422 $110K
NFSG Corp 0.05% Add +11.1% 422 $109K
Kathleen S. Wright Associates Inc. 0.05% No change 420 $109K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +78.3% 410 $106K
Hexagon Capital Partners LLC 0.02% Add +4.6% 406 $105K
Richardson Financial Services Inc. 0.07% Reduce -0.8% 382 $99K
City Holding Co. 0.01% No change 381 $99K
Sandy Spring Bank 0.00% No change 379 $98K
JFS Wealth Advisors, LLC 0.01% Reduce -4.3% 377 $98K
JNBA Financial Advisors 0.01% No change 374 $97K
Westpac Banking Corp. 0.01% No change 365 $95K
Mark Sheptoff Financial Planning, LLC 0.05% No change 361 $94K
Wellington Shields & Co., LLC 0.03% New 361 $94K
Cassady Schiller Wealth Management, LLC 0.04% No change 347 $90K
Mowery & Schoenfeld Wealth Management, LLC 0.17% New 337 $87K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 335 $87K
Bfsg, LLC 0.01% Add +17.1% 335 $87K
Castleview Partners, LLC 0.05% Reduce -1.2% 331 $86K
Indiana Trust & Investment Management Co 0.03% Reduce -14.9% 313 $81K
HHM Wealth Advisors, LLC 0.01% No change 300 $78K
Hantz Financial Services, Inc. 0.00% Reduce -5.7% 299 $77K
Front Row Advisors LLC 0.03% New 291 $76K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.0% 287 $74K
Private Wealth Management Group, LLC 0.03% Reduce -0.3% 284 $74K
Granite FO LLC 0.04% Reduce -18.8% 260 $72K
Mb, Levis & Associates, LLC 0.04% Add +0.4% 276 $72K
Gables Capital Management Inc. 0.04% No change 275 $71K
Salomon & Ludwin, LLC 0.01% Add +51.4% 268 $69K
Fernwood Investment Management, LLC 0.02% New 266 $69K
Crewe Advisors LLC 0.01% New 264 $68K
Acima Private Wealth, LLC 0.03% No change 264 $68K
WR Wealth Planners, LLC 0.02% New 261 $68K
Investors Research Corp 0.01% No change 247 $64K
Horizons Wealth Management 0.04% No change 282 $64K
Riverview Trust Co 0.05% New 242 $63K
OAKMONT Corp 0.02% No change 240 $62K
Larson Financial Group LLC 0.00% Reduce -10.0% 235 $61K
Transamerica Financial Advisors, LLC 0.01% Reduce -64.5% 235 $61K
Sound Income Strategies, LLC 0.00% Add +759.3% 232 $60K
Quarry LP 0.03% Add +2433.3% 228 $59K
Boyd Watterson Asset Management LLC 0.02% No change 226 $59K
ICA Group Wealth Management, LLC 0.01% Add +215.5% 224 $58K
Key Financial Inc 0.01% No change 217 $56K
Addison Advisors LLC 0.02% No change 215 $56K
Bell Investment Advisors, Inc 0.01% Reduce -5.3% 215 $56K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $55K
Planning Capital Management Corp 0.04% Reduce -0.9% 209 $54K
TFC Financial Management, Inc. 0.01% Add +1.0% 204 $53K
Global Trust Asset Management, LLC 0.02% No change 193 $50K
Tompkins Financial Corp. 0.01% No change 189 $49K
First United Bank & Trust 0.02% Reduce -4.7% 183 $47K
Park Place Capital Corp 0.02% Reduce -38.0% 183 $47K
ESL Trust Services, LLC 0.01% New 180 $47K
Old Second National Bank of Aurora 0.01% No change 180 $47K
Baldwin Wealth Partners LLC 0.00% No change 175 $45K
Annapolis Financial Services, LLC 0.01% No change 173 $45K
Intelligent Financial Strategies 0.03% New 170 $44K
Armstrong Advisory Group, Inc. 0.00% No change 194 $44K
Rosenberg Matthew Hamilton 0.01% Reduce -15.7% 167 $43K
Bangor Savings Bank 0.00% Reduce -1.2% 162 $42K
Colonial Trust Co / SC 0.01% Reduce -79.3% 159 $41K
Raleigh Capital Management Inc. 0.02% Add +147.6% 156 $40K
Sachetta, LLC 0.02% No change 178 $40K
Legend Financial Advisors, Inc. 0.03% Add +48.1% 154 $40K
Venturi Wealth Management, LLC 0.00% Add +52.0% 152 $39K
Main Street Group, LTD 0.02% No change 152 $39K
West Paces Advisors Inc. 0.01% Add +51.5% 150 $39K
Scarborough Advisors, LLC 0.02% No change 149 $39K
Copeland Capital Management, LLC 0.00% Add +37.5% 143 $37K
Elevation Wealth Partners, LLC 0.02% No change 140 $36K
RFP Financial Group LLC 0.01% Add +17.1% 137 $36K
Hollencrest Capital Management 0.00% Reduce -40.0% 135 $35K
Fortitude Family Office, LLC 0.02% Reduce -49.0% 134 $35K
SOA Wealth Advisors, LLC. 0.01% No change 134 $35K
Eagle Bay Advisors LLC 0.02% Add +82.2% 133 $35K
BOK Financial Private Wealth, Inc. 0.00% No change 132 $34K
Providence Capital Advisors, LLC 0.01% Reduce -27.6% 131 $34K
TFO Wealth Partners, LLC 0.01% No change 131 $34K
Atwood & Palmer Inc. 0.00% Reduce -43.5% 130 $34K
Emfo, LLC 0.03% No change 125 $32K
Clean Yield Group 0.01% No change 120 $31K
Tradewinds Capital Management, LLC 0.01% No change 120 $31K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 116 $30K
Sunbelt Securities, Inc. 0.00% No change 116 $30K
Covestor Ltd 0.02% Add +1.8% 114 $30K
Atticus Wealth Management, LLC 0.01% No change 113 $29K
Wellington Shields Capital Management, LLC 0.01% New 112 $29K
Sugarloaf Wealth Management, LLC 0.01% No change 109 $28K
Navera Investment Management Ltd. 0.00% No change 108 $28K
PEAK6 Investments LLC 0.00% New 107 $28K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -90.9% 100 $26K
True Wealth Design, LLC 0.01% Add +376.2% 100 $26K
Tortoise Investment Management, LLC 0.00% Reduce -4.8% 100 $26K
Laurel Wealth Advisors LLC 0.00% No change 99 $26K
Pathway Financial Advisers, LLC 0.01% No change 98 $25K
Archer Investment Corp 0.01% No change 96 $25K
Financial Perspectives, Inc 0.01% Reduce -2.1% 94 $24K
GoalVest Advisory LLC 0.01% No change 90 $23K
Versant Capital Management, Inc 0.01% Reduce -22.1% 88 $23K
Barrett & Company, Inc. 0.01% No change 84 $22K
FinTrust Capital Advisors, LLC 0.00% Reduce -12.6% 83 $22K
Keener Financial Planning LLC 0.01% New 79 $21K
Clearstead Trust, LLC 0.01% No change 80 $21K
Retirement Group, LLC 0.01% New 77 $20K
Capital Advisors, Ltd. LLC 0.00% Add +11.5% 68 $18K
Northwest Bank & Trust Co 0.02% No change 72 $18K
Valued Wealth Advisors LLC 0.01% Add +120.0% 66 $17K
Mendota Financial Group, LLC 0.01% No change 65 $17K
Toth Financial Advisory Corp. 0.00% Reduce -95.5% 65 $17K
Colonial Trust Advisors 0.00% Reduce -46.5% 62 $16K
Continuum Advisory, LLC 0.00% Reduce -94.5% 62 $16K
Abound Wealth Management 0.01% No change 60 $16K
Chesapeake Asset Management LLC 0.02% No change 60 $16K
Northwest Capital Management Inc 0.00% No change 59 $15K
Creekmur Asset Management LLC 0.01% No change 58 $15K
Redmont Wealth Advisors LLC 0.02% New 58 $15K
Avion Wealth 0.00% Add +17.0% 55 $15K
Global Assets Advisory, LLC 0.01% New 58 $15K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% No change 60 $15K
Beacon Capital Management, LLC 0.00% Add +22.2% 55 $14K
PFG Private Wealth Management, LLC 0.01% No change 53 $14K
Frazier Financial Advisors, LLC 0.01% No change 52 $13K
MidAtlantic Capital Management, Inc. 0.01% Reduce -14.3% 48 $12K
Raffa Wealth Management, LLC 0.00% No change 48 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 47 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 48 $12K
Clear Point Advisors Inc. 0.01% No change 44 $11K
Register Financial Advisors LLC 0.01% New 44 $11K
Wiser Advisor Group LLC 0.02% No change 43 $11K
Northwest Investment Counselors, LLC 0.00% New 43 $11K
Red Tortoise LLC 0.01% No change 39 $10K
Tucker Asset Management LLC 0.00% No change 38 $10K
Glen Eagle Advisors, LLC 0.00% No change 37 $10K
Cornerstone Planning Group LLC 0.00% Add +5.6% 38 $9K
Cedar Mountain Advisors, LLC 0.00% No change 36 $9K
Albion Financial Group 0.00% Add +20.7% 35 $9K
Breakwater Investment Management 0.00% — 35 $9K
Frank, Rimerman Advisors LLC 0.00% No change 35 $9K
DT Investment Partners, LLC 0.00% No change 35 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 35 $9K
Ulland Investment Advisors, LLC 0.01% No change 35 $9K
Dunhill Financial, LLC 0.01% Add +22.2% 33 $8K
Mascoma Wealth Management LLC 0.00% No change 29 $8K
Westside Investment Management, Inc. 0.00% No change 28 $7K
Silicon Valley Capital Partners 0.00% New 28 $7K
Centennial Bank 0.00% No change 27 $7K
Institutional & Family Asset Management, LLC 0.00% Reduce -16.1% 26 $7K
Oliver Lagore Vanvalin Investment Group 0.00% No change 25 $6K
First PREMIER Bank 0.00% No change 25 $6K
Aspect Partners, LLC 0.00% Add +5.3% 20 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 19 $5K
Ruedi Wealth Management, Inc. 0.00% No change 19 $5K
Trifecta Capital Advisors, LLC 0.00% No change 17 $4K
Iron Horse Wealth Management, LLC 0.00% No change 17 $4K
North Star Investment Management Corp. 0.00% No change 17 $4K
Macroview Investment Management LLC 0.00% Reduce -67.3% 17 $4K
First Community Trust NA 0.00% No change 15 $4K
Core Wealth Advisors, Inc. 0.00% New 15 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 13 $3K
Adirondack Trust Co. 0.00% New 11 $3K
Global Wealth Strategies & Associates 0.00% No change 9 $2K
Delos Wealth Advisors, LLC 0.00% Add +33.3% 8 $2K
Westend Capital Management, LLC 0.00% — 8 $2K
Plante Moran Financial Advisors, LLC 0.00% Reduce -71.4% 8 $2K
Motco 0.00% No change 8 $2K
WealthCollab, LLC 0.00% No change 7 $2K
Highline Wealth Partners LLC 0.00% No change 6 $2K
Riggs Asset Managment Co. Inc. 0.00% New 6 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +50.0% 6 $2K
PSI Advisors, LLC 0.00% No change 5 $1K
ClariVest Asset Management LLC 0.00% No change 5 $1K
Horizon Financial Services, LLC 0.00% New 4 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 4 $1K
Cutler Group LLC / CA 0.00% Reduce -99.1% 5 $1K
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 3 $778
WestEnd Advisors, LLC 0.00% New 2 $518
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $260
LGT Group Foundation 0.00% Reduce -0.6% 187,308 $0

"% of holder's portfolio" is CB's weight in each manager's 13F, not the share of Chubb Ltd. the manager owns.