Cboe Global MarketsCBOE

13F holders, Q4 2025 (December 31)
936holders +53
69new positions
53sold out
9famous investors
$250.82avg. 13F price*

At the end of Q4 2025, 936 institutions reported holding Cboe Global Markets Inc. (CBOE) in their 13F filings, up 53 from Q3 2025. 69 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock, Inc. ($2.5B) and Alliancebernstein L.P. ($1.6B). 9 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).

Company
Cboe Global Markets Inc.
Sector
Finance
CUSIP
12503M108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 737Q1 2024Q2 2024: 750Q2 2024Q3 2024: 763Q3 2024Q4 2024: 780Q4 2024Q1 2025: 809Q1 2025Q2 2025: 840Q2 2025Q3 2025: 883Q3 2025Q4 2025: 936Q4 2025Q1 2026: 991Q1 2026Q2 2026: 992Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$109.9M
Exits53$199.7M

All 13F filers, Q3 2025 → Q4 2025: 4,701,200 shares bought and 5,461,766 shares sold, net −760,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 936 holders

Vanguard Group Inc. 0.05% Add +0.9% 12,955,689 $3.3B
BlackRock, Inc. 0.04% Reduce -1.1% 9,898,436 $2.5B
Alliancebernstein L.P. 0.52% Reduce -3.1% 6,566,424 $1.6B
State Street Corp. 0.04% Reduce -0.4% 4,978,582 $1.2B
FMR LLC 0.06% Reduce -8.8% 4,351,799 $1.1B
Geode Capital Management, LLC 0.05% Add +2.2% 2,987,134 $750.9M
Morgan Stanley 0.04% Add +6.1% 2,691,162 $675.5M
T. Rowe Price Investment Management, Inc. 0.35% Reduce -6.4% 2,228,571 $559.4M
Invesco Ltd. 0.05% Add +5.8% 1,931,272 $484.7M
First Trust Advisors LP 0.26% Reduce -2.6% 1,413,984 $354.9M
Norges Bank 0.04% — 1,412,661 $354.6M
Northern Trust Corp. 0.04% Reduce -0.6% 1,402,288 $352.0M
Janus Henderson Group PLC 0.15% Reduce -2.3% 1,341,809 $336.8M
Renaissance Technologies 0.44% Reduce -15.2% 1,139,406 $286.0M
Amundi 0.07% Add +47.9% 981,720 $246.4M
Nordea Investment Management AB 0.21% Add +33.5% 947,884 $239.6M
Deutsche Bank AG 0.08% Reduce -8.5% 948,467 $238.1M
UBS Group AG 0.05% Add +59.2% 916,862 $230.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -9.7% 892,197 $223.9M
Legal & General Group Plc 0.04% Reduce -13.8% 790,008 $198.3M
Goldman Sachs Group Inc. 0.03% Reduce -10.7% 732,055 $183.7M
Bank of America Corp. 0.01% Reduce -1.9% 682,091 $171.2M
Marshall Wace, LLP 0.16% Add +53.0% 667,747 $167.6M
Dimensional Fund Advisors LP 0.04% Reduce -1.3% 667,536 $167.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.7% 602,298 $151.2M
Mackenzie Financial Corp. 0.16% Add +80.2% 525,522 $133.5M
Clark Capital Management Group, Inc. 0.80% Add +102.1% 519,048 $130.3M
Bank of New York Mellon Corp 0.02% Reduce -3.3% 507,080 $127.3M
Balyasny Asset Management L.P. 0.23% Reduce -37.2% 470,775 $118.2M
Lord, Abbett & Co. LLC 0.38% Add +22.1% 470,445 $118.1M
Robeco Institutional Asset Management B.V. 0.16% Add +3.6% 453,753 $113.9M
AQR Capital Management 0.06% Reduce -10.2% 434,242 $109.0M
Credit Agricole S A 0.29% Add +45.2% 417,264 $104.7M
Horizon Kinetics Asset Management LLC 1.39% Reduce -0.3% 408,398 $102.5M
Barclays PLC 0.04% Add +14.6% 401,924 $100.9M
Citadel Advisors 0.07% Add +90.4% 379,384 $95.2M
JPMorgan Chase & Co. 0.01% Add +4.6% 373,810 $93.8M
Caisse de depot et placement du Quebec 0.16% Add +42.2% 371,392 $93.2M
TD Asset Management Inc 0.07% Reduce -4.1% 365,419 $91.7M
T. Rowe Price Associates Inc. 0.01% Reduce -15.6% 362,896 $91.1M
Bahl & Gaynor LLC 0.44% Add +42.9% 342,860 $86.1M
Two Sigma Investments, LP 0.14% Reduce -29.0% 341,654 $85.8M
Nuveen, LLC 0.02% Reduce -1.2% 332,270 $83.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +70.5% 331,123 $83.1M
DekaBank Deutsche Girozentrale 0.14% No change 416,064 $82.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.48% No change 322,990 $81.1M
Parnassus Investments, LLC 0.21% Reduce -7.8% 316,018 $79.3M
Boston Trust Walden Corp 0.58% Reduce -3.1% 303,672 $76.2M
Anchor Capital Advisors LLC 2.16% Reduce -4.3% 297,345 $74.6M
HSBC Holdings PLC 0.04% Add +1.7% 288,580 $72.7M
Bank of Montreal 0.03% Add +16.6% 281,330 $70.6M
California Public Employees Retirement System 0.04% Reduce -18.4% 279,550 $70.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.8% 271,827 $68.2M
BNP Paribas Financial Markets 0.04% Add +60.7% 248,250 $62.3M
Envestnet Asset Management Inc. 0.02% Add +19.8% 232,175 $58.3M
Rhumbline Advisers 0.05% Reduce -0.3% 226,718 $56.9M
Raymond James Financial Inc. 0.02% Add +3.3% 225,750 $56.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +5.2% 221,205 $54.9M
Qube Research & Technologies Ltd 0.07% Add +59.3% 208,711 $52.4M
Gilder Gagnon Howe & Co. LLC 0.55% Add +0.5% 207,302 $52.0M
Manufacturers Life Insurance Company, The 0.04% Reduce -33.1% 189,312 $47.5M
LPL Financial LLC 0.01% Add +20.6% 186,835 $46.9M
Victory Capital Management Inc. 0.03% Add +8.0% 181,571 $45.6M
California State Teachers Retirement System 0.05% Reduce -2.0% 180,545 $45.3M
National Pension Service 0.03% Add +3.3% 169,938 $42.7M
Russell Investments Group, Ltd. 0.04% Reduce -5.5% 159,333 $40.0M
Junto Capital Management LP 0.87% New 154,430 $38.8M
Tredje AP-fonden 0.28% Add +293.2% 148,887 $37.4M
Principal Financial Group Inc. 0.02% Reduce -1.3% 147,783 $37.1M
Smith Group Asset Management, LLC 1.96% Add +6.2% 147,140 $36.9M
Royal Bank of Canada 0.01% Reduce -17.9% 144,833 $36.4M
Gillson Capital LP 2.35% Reduce -30.8% 143,141 $35.9M
Wells Fargo & Company 0.01% Add +0.7% 136,408 $34.2M
E. Ohman J:or Asset Management AB 0.79% No change 135,794 $34.1M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -5.8% 130,853 $32.8M
1832 Asset Management L.P. 0.04% Add +199.3% 128,700 $32.3M
Eurizon Capital SGR S.p.A. 0.10% — 128,035 $32.1M
Citigroup Inc. 0.02% Reduce -1.6% 126,993 $31.9M
Cwm, LLC 0.09% Reduce -5.6% 125,920 $31.6M
Man Group plc 0.06% Reduce -23.3% 124,731 $31.3M
American Century Companies Inc. 0.02% Reduce -4.9% 121,807 $30.6M
Vinva Investment Management Ltd 0.38% Add +228.1% 119,939 $30.5M
Candriam S.C.A. 0.15% Add +34.3% 120,677 $30.3M
Caldwell Investment Management Ltd. 18.45% No change 118,000 $30.0M
Swedbank AB 0.03% Add +0.3% 108,784 $27.3M
Burney Co./ 0.85% Reduce -1.0% 108,537 $27.2M
Titan Investment Solutions Ltd 3.24% — 107,270 $26.9M
Stack Financial Management, Inc 1.98% Reduce -1.4% 103,643 $26.0M
Perpetual Ltd 0.38% Reduce -34.9% 103,299 $25.9M
Public Employees Retirement Association of Colorado 0.09% No change 102,499 $25.7M
Gotham Asset Management 0.09% Add +20.6% 102,131 $25.6M
Aberdeen Group plc 0.04% Reduce -5.2% 96,505 $24.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -25.2% 95,334 $24.0M
McGuire Investment Group, LLC 2.55% Reduce -0.2% 95,092 $23.9M
SG Americas Securities, LLC 0.03% Add +284.6% 94,361 $23.7M
NorthCoast Asset Management LLC 0.52% Reduce -11.8% 94,071 $23.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.20% Reduce -2.6% 92,742 $23.3M
State Board of Administration of Florida Retirement System 0.04% Reduce -5.8% 92,323 $23.2M
Arbejdsmarkedets Tillaegspension 0.59% — 91,818 $23.0M
CANADA LIFE ASSURANCE Co 0.04% Reduce -36.5% 91,697 $23.0M
Quantinno Capital Management LP 0.05% Add +36.0% 91,627 $23.0M
Natixis Advisors, LLC 0.03% Reduce -6.5% 91,368 $22.9M
Rockefeller Capital Management L.P. 0.04% Reduce -0.1% 88,659 $22.3M
Aviva PLC 0.04% Add +5.3% 87,479 $22.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -11.5% 86,384 $21.7M
Andra AP-fonden 0.27% Reduce -30.7% 86,100 $21.6M
Ameriprise Financial Inc. 0.00% Reduce -18.2% 85,572 $21.5M
New York State Teachers Retirement System 0.04% Reduce -0.5% 85,411 $21.4M
Storebrand Asset Management As 0.06% Reduce -2.7% 85,078 $21.4M
Calamos Advisors LLC 0.13% Reduce -3.9% 84,667 $21.3M
Illinois Municipal Retirement Fund 0.26% Add +5.6% 82,786 $20.8M
Corient Private Wealth LP 0.03% Add +3.2% 82,616 $20.7M
Focus Partners Wealth 0.02% Add +20.1% 78,670 $19.4M
Los Angeles Capital Management LLC 0.07% Reduce -81.2% 81,395 $19.3M
Northwest & Ethical Investments L.P. 0.43% Reduce -3.4% 75,852 $19.0M
New York State Common Retirement Fund 0.03% Add +1.3% 75,301 $18.9M
Danske Bank A/S 0.04% Reduce -6.7% 73,672 $18.5M
Voya Investment Management LLC 0.02% Reduce -5.1% 73,687 $18.5M
Bantamac Capital, LLC 12.93% Reduce -5.2% 72,900 $18.3M
Distillate Capital Partners LLC 0.94% Reduce -1.5% 72,728 $18.3M
Cidel Asset Management Inc. 1.26% Reduce -14.3% 70,967 $17.8M
Greenwich Wealth Management LLC 0.79% Add +0.1% 70,196 $17.6M
State of Wisconsin Investment Board 0.04% Add +0.3% 67,038 $16.8M
Susquehanna Portfolio Strategies, LLC 0.26% Reduce -6.2% 66,753 $16.8M
PFA Pension, Forsikringsaktieselskab 0.05% — 64,852 $16.5M
Pictet Asset Management Holding SA 0.02% Reduce -4.5% 65,345 $16.4M
Sei Investments Co. 0.02% Reduce -11.5% 65,219 $16.4M
HighTower Advisors, LLC 0.02% Reduce -0.3% 65,204 $16.4M
Swiss Life Asset Management Ltd 0.08% Add +1.9% 64,739 $16.2M
Cetera Investment Advisers 0.02% Add +11.8% 64,620 $16.2M
Asset Management One Co., Ltd. 0.04% Reduce -5.9% 62,294 $16.0M
Federated Hermes, Inc. 0.03% Add +6.5% 62,644 $15.7M
Osaic Holdings, Inc. 0.02% Reduce -22.3% 62,317 $15.6M
FFG Partners, LLC 4.51% Add +0.6% 62,015 $15.6M
Lighthouse Investment Partners, LLC 0.52% Reduce -18.0% 61,897 $15.5M
Cary Street Partners Financial LLC 0.38% Reduce -0.1% 61,594 $15.5M
Isthmus Partners, LLC 1.71% Reduce -0.8% 61,367 $15.4M
Blair William & Co. 0.04% Reduce -0.7% 60,820 $15.3M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -13.6% 59,483 $15.1M
Prana Capital Management, LP 0.55% Add +2198.6% 60,017 $15.1M
Dakota Wealth Management 0.27% Add +19.4% 59,641 $15.0M
Liontrust Investment Partners LLP 0.22% Reduce -11.3% 58,740 $14.7M
Allspring Global Investments Holdings, LLC 0.02% Add +13.4% 59,193 $14.7M
Susquehanna Fundamental Investments, LLC 0.50% No change 58,030 $14.6M
State of Tennessee, Department of Treasury 0.05% Add +4.4% 54,792 $14.5M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.3% 57,367 $14.4M
CIBC Asset Management Inc 0.03% Add +25.1% 56,451 $14.2M
National Bank of Canada 0.01% Reduce -23.4% 54,590 $13.7M
Stansberry Asset Management, LLC 1.39% Add +2.2% 54,110 $13.6M
Royal London Asset Management Ltd. 0.03% Reduce -0.6% 52,898 $13.3M
Prudential Financial Inc. 0.02% Reduce -12.3% 52,277 $13.1M
Acadian Asset Management LLC 0.02% Add +0.4% 52,273 $13.1M
Ensign Peak Advisors, Inc 0.02% Reduce -19.5% 51,395 $12.9M
Korea Investment CORP 0.03% Reduce -0.6% 51,205 $12.9M
Resona Asset Management Co.,Ltd. 0.06% Reduce -2.9% 50,960 $12.8M
Erste Asset Management GmbH 0.11% Add +14.9% 50,096 $12.7M
Forsta Ap-Fonden 0.07% Reduce -1.4% 49,600 $12.4M
Mariner, LLC 0.01% Reduce -24.2% 48,486 $12.2M
Walleye Capital LLC 0.07% Add +203.7% 48,042 $12.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -42.1% 47,198 $11.8M
Massachusetts Financial Services Co. 0.00% Add +1.5% 47,142 $11.8M
Wilmington Savings Fund Society, FSB 0.27% Reduce -0.9% 46,356 $11.6M
Toronto Dominion Bank 0.02% Reduce -7.1% 46,022 $11.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +1.0% 45,681 $11.5M
Intech Investment Management LLC 0.10% Reduce -31.2% 45,360 $11.4M
Treasurer of the State of North Carolina 0.04% Reduce -6.8% 43,900 $11.0M
Allianz Asset Management GmbH 0.01% Reduce -19.6% 43,363 $10.9M
Sawgrass Asset Management LLC 1.35% Reduce -5.5% 43,000 $10.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.9% 42,489 $10.6M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 42,300 $10.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -1.2% 41,842 $10.5M
Markel Group 0.08% Add +46.5% 41,750 $10.5M
MML Investors Services, LLC 0.03% Add +25.9% 41,312 $10.4M
O'shaughnessy Asset Management, LLC 0.06% Add +0.4% 41,061 $10.3M
Wealthfront Advisers LLC 0.02% Add +10.3% 40,501 $10.2M
Covea Finance 0.33% No change 40,200 $10.1M
Commonwealth Equity Services, LLC 0.01% Add +9.2% 40,124 $10.1M
Mn Services Vermogensbeheer B.V. 0.06% Add +1.1% 40,039 $10.1M
Goodman Advisory Group, LLC 2.44% Add +113.3% 39,439 $9.9M
Longbow Finance SA 1.66% Reduce -31.5% 39,135 $9.8M
KLP Kapitalforvaltning As 0.04% Add +0.5% 38,800 $9.7M
Jump Financial, LLC 0.13% Reduce -1.4% 38,492 $9.7M
Handelsbanken Fonder AB 0.03% Add +44.0% 38,206 $9.6M
Edmond DE Rothschild Holding S.A. 0.14% Add +3.7% 37,919 $9.5M
Daiichi Life Insurance Co., Ltd. 0.24% Reduce -14.1% 37,297 $9.4M
Embree Financial Group 1.15% Reduce -0.2% 37,272 $9.4M
O'Brien Greene & Co. Inc 2.76% Add +0.9% 37,091 $9.3M
Rothschild Investment LLC 0.51% Reduce -0.2% 37,017 $9.3M
Martingale Asset Management L P 0.23% Reduce -46.2% 35,855 $9.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.3% 35,672 $9.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -0.2% 34,460 $8.6M
Benjamin Edwards Inc. 0.09% Add +3.0% 33,209 $8.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -6.0% 33,083 $8.3M
Millennium Management 0.01% Reduce -82.9% 32,197 $8.1M
Eukles Asset Management 3.14% Reduce -0.2% 32,130 $8.1M
Panagora Asset Management Inc. 0.03% Add +1643.9% 32,088 $8.1M
Aquatic Capital Management LLC 0.23% Add +117.6% 31,986 $8.0M
Rafferty Asset Management, LLC 0.03% Reduce -8.3% 31,925 $8.0M
Martin Investment Management, LLC 2.24% Reduce -6.7% 31,912 $8.0M
Comerica Bank 0.03% Reduce -0.3% 31,573 $7.9M
Public Employees Retirement System of Ohio 0.02% Reduce -10.3% 31,534 $7.9M
Stifel Financial Corp. 0.01% Reduce -2.1% 31,511 $7.9M
Y-Intercept (Hong Kong) Ltd 0.18% New 31,320 $7.9M
Trexquant Investment LP 0.07% New 31,230 $7.8M
HUB Investment Partners, LLC 0.21% Reduce -0.4% 30,962 $7.8M
Gouws Capital LLC 4.02% Add +2.4% 30,284 $7.6M
Highland Capital Management, LLC 0.38% Reduce -3.8% 30,060 $7.5M
Chesley Taft & Associates LLC 0.29% Add +6.8% 29,660 $7.4M
Neuberger Berman Group LLC 0.01% Reduce -18.6% 29,388 $7.4M
Tobam 1.80% Reduce -5.2% 29,158 $7.3M
Moran Wealth Management, LLC 0.22% Add +8.5% 29,080 $7.3M
Patton Fund Management, Inc. 0.97% Add +151.7% 28,817 $7.2M
Arizona State Retirement System 0.04% Reduce -7.3% 28,647 $7.2M
Vestcor Inc 0.20% Add +37.1% 28,626 $7.2M
State of Michigan Retirement System 0.03% Reduce -4.3% 28,603 $7.2M
Jane Street Group, LLC 0.01% Add +439.4% 28,547 $7.2M
Coppell Advisory Solutions LLC 0.70% Add +16.5% 28,070 $7.1M
Czech National Bank 0.04% Add +3.9% 27,593 $6.9M
Thrivent Financial for Lutherans 0.01% Reduce -35.5% 27,433 $6.9M
Vest Financial, LLC 0.09% Add +8.0% 26,922 $6.8M
Ethic Inc. 0.10% Add +3.4% 26,866 $6.7M
Natixis 0.03% Reduce -83.1% 26,811 $6.7M
Public Sector Pension Investment Board 0.02% Add +18.4% 26,691 $6.7M
MUFG Securities EMEA plc 0.08% Add +1223.3% 26,493 $6.6M
Baird Financial Group, Inc. 0.01% Reduce -2.1% 26,182 $6.6M
Canada Pension Plan Investment Board 0.00% Add +22.6% 26,055 $6.5M
Blue Zone Wealth Advisors, LLC 1.25% Add +2.2% 26,042 $6.5M
Ostrum Asset Management 0.31% Reduce -18.0% 25,475 $6.4M
RBA Wealth Management, LLC 2.16% Add +1.3% 25,399 $6.4M
MetLife Investment Management, LLC 0.03% Reduce -3.3% 25,089 $6.3M
Alps Advisors Inc. 0.04% Reduce -0.4% 24,867 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -42.4% 24,797 $6.2M
Truist Financial Corp. 0.01% Add +5.0% 24,631 $6.2M
Pathstone Holdings, LLC 0.02% Reduce -0.6% 24,612 $6.2M
Macquarie Group Ltd. 0.03% Add +13.3% 24,562 $6.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.1% 24,341 $6.1M
ProShare Advisors LLC 0.01% Reduce -11.7% 24,288 $6.1M
Pinebridge Investments LLC 0.04% — 24,111 $6.1M
NEOS Investment Management LLC 0.03% Add +6.3% 23,891 $6.0M
D. E. Shaw & Co. 0.00% Reduce -61.6% 23,865 $6.0M
DNB Asset Management AS 0.02% Add +7.4% 23,145 $5.8M
Voloridge Investment Management, LLC 0.02% Add +436.0% 22,978 $5.8M
Lido Advisors, LLC 0.02% Add +0.1% 23,496 $5.8M
Arvest Bank Trust Division 0.31% Reduce -2.0% 22,599 $5.7M
Retirement Systems of Alabama 0.02% Reduce -0.2% 22,262 $5.6M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +147.3% 21,256 $5.3M
Daiwa Securities Group Inc. 0.02% Add +3.2% 21,252 $5.3M
QRG Capital Management, Inc. 0.06% Add +4.0% 21,182 $5.3M
IFM Investors Pty Ltd 0.04% Add +0.6% 20,935 $5.3M
Creative Planning 0.00% Add +66.3% 20,690 $5.2M
Advisors Preferred, LLC 0.83% New 20,634 $5.1M
Caprock Group, LLC 0.11% Add +15.5% 20,276 $5.1M
ASR Vermogensbeheer N.V. 0.06% Reduce -0.8% 20,114 $5.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.0% 19,888 $5.0M
FIL Ltd 0.00% Reduce -0.5% 19,876 $5.0M
Adage Capital Partners Gp, L.L.C. 0.01% New 19,747 $5.0M
Alberta Investment Management Corp 0.03% New 19,600 $4.9M
Van Eck Associates Corp. 0.00% Add +9.0% 19,497 $4.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -47.2% 19,362 $4.9M
Amalgamated Bank 0.04% Reduce -10.4% 19,348 $4.9M
KBC Group NV 0.01% Add +1.5% 19,187 $4.8M
Fort Sheridan Advisors LLC 0.60% No change 18,838 $4.7M
Aull & Monroe Investment Management Corp 2.37% No change 18,774 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +23.3% 18,551 $4.7M
Zacks Investment Management 0.04% Add +2.2% 18,531 $4.7M
Axecap Investments, LLC 2.84% Add +415.5% 18,347 $4.6M
USS Investment Management Ltd 0.02% No change 18,215 $4.6M
Solidarity Wealth, LLC 0.94% Reduce -35.6% 18,222 $4.6M
Cambiar Investors LLC 0.20% Reduce -14.2% 18,071 $4.5M
Elo Mutual Pension Insurance Co 0.07% Add +4.3% 18,054 $4.5M
Bank of Nova Scotia 0.01% Reduce -75.5% 17,923 $4.5M
Woodline Partners LP 0.02% Add +29.1% 17,853 $4.5M
Bridgewater Associates 0.02% Reduce -34.7% 17,845 $4.5M
First Financial Bank - Trust Division 0.37% Reduce -4.2% 17,713 $4.4M
Mercer Global Advisors Inc. 0.01% Add +37.8% 17,417 $4.4M
Utah Retirement Systems 0.04% No change 17,320 $4.3M
First Washington CORP 1.12% Reduce -0.6% 17,265 $4.3M
Oddo BHF Asset Management Sas 0.16% Add +31.4% 17,240 $4.3M
Xponance LLC 0.03% Add +5.2% 17,052 $4.3M
Brentview Investment Management LLC 1.90% No change 16,774 $4.2M
PNC Financial Services Group, Inc. 0.00% Reduce -4.2% 16,684 $4.2M
Forum Financial Management, LP 0.05% Reduce -2.4% 16,658 $4.2M
Thrive Capital Management, LLC 0.92% Reduce -5.5% 16,398 $4.1M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -10.4% 16,377 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -3.8% 16,222 $4.1M
LBP Am SA 0.05% Reduce -22.1% 16,126 $4.0M
Marietta Wealth Management, LLC 0.47% Add +1.9% 16,084 $4.0M
Agf Management Ltd. 0.02% Reduce -12.2% 15,932 $4.0M
Global Retirement Partners, LLC 0.07% Add +636.6% 15,881 $4.0M
Yousif Capital Management, LLC 0.04% Reduce -4.5% 14,487 $3.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -0.4% 15,521 $3.9M
Altman Advisors, Inc. 1.46% No change 15,431 $3.9M
Advisors Asset Management, Inc. 0.06% Add +7.6% 15,283 $3.8M
F/m Investments LLC 0.15% Reduce -2.2% 15,240 $3.8M
Promethium Advisors,llc 2.06% Add +16.6% 15,204 $3.8M
New York Life Investment Management LLC 0.03% Reduce -0.3% 15,187 $3.8M
Florida Trust Wealth Management Co 0.10% Reduce -1.9% 15,084 $3.8M
Exchange Traded Concepts, LLC 0.03% Reduce -6.4% 14,722 $3.7M
Franklin Street Advisors Inc. 0.21% Reduce -7.6% 14,628 $3.7M
Cibc World Markets Corp. 0.02% — 14,555 $3.7M
Banque Cantonale Vaudoise 0.13% Reduce -3.3% 14,445 $3.6M
Rakuten Investment Management, Inc. 0.01% Reduce -89.2% 13,764 $3.5M
Abn Amro Investment Solutions 0.05% Reduce -1.3% 13,589 $3.4M
Dockside LLC 0.87% — 13,537 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.6% 13,388 $3.4M
Mediolanum International Funds Ltd 0.03% Add +49.4% 12,912 $3.3M
Cibc World Market Inc. 0.01% Add +1.4% 13,077 $3.3M
Wakefield Asset Management LLLP 0.89% Reduce -2.9% 13,053 $3.3M
Janney Montgomery Scott LLC 0.01% Reduce -0.7% 13,037 $3.3M
Park Avenue Securities LLC 0.03% Add +37.9% 12,993 $3.3M
Quantbot Technologies LP 0.11% New 12,750 $3.2M
Franklin Resources Inc. 0.00% Reduce -32.0% 12,729 $3.2M
NewEdge Advisors, LLC 0.01% Reduce -10.3% 12,621 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +9.2% 12,185 $3.1M
Wealth Advisors of Tampa Bay, LLC 1.04% Reduce -5.2% 12,062 $3.0M
Generali Asset Management SPA SGR 0.06% Add +151.7% 12,007 $3.0M
Prudential PLC 0.02% Reduce -74.5% 11,975 $3.0M
Marion Wealth Management 0.67% Add +0.2% 10,864 $3.0M
Oregon Public Employees Retirement Fund 0.04% No change 11,960 $3.0M
AlphaQuest LLC 0.17% Reduce -7.7% 11,937 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -9.7% 11,913 $3.0M
OMERS ADMINISTRATION Corp 0.02% Add +40.3% 11,907 $3.0M
Paralel Advisors LLC 0.12% No change 11,821 $3.0M
Horizon Investments, LLC 0.04% Reduce -3.2% 11,709 $2.9M
OP Asset Management Ltd 0.03% Reduce -0.5% 11,668 $2.9M
Pacer Advisors, Inc. 0.01% Add +36.6% 11,639 $2.9M
CIBC Private Wealth Group LLC 0.00% Add +1.3% 11,560 $2.9M
Virtu Financial LLC 0.11% New 11,487 $2.9M
Fiduciary Trust Co 0.03% Reduce -15.7% 11,290 $2.8M
Cerity Partners LLC 0.00% Reduce -17.5% 11,247 $2.8M
Shelter Rock Management, LLC 2.83% — 11,238 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -0.9% 11,236 $2.8M
Capstone Financial Advisors, Inc. 0.15% Add +0.0% 11,114 $2.8M
Stratos Wealth Advisors, LLC 0.13% No change 10,877 $2.7M
Pekin Hardy Strauss, Inc. 0.25% Add +1.7% 10,867 $2.7M
Alaethes Wealth, LLC 0.75% New 10,650 $2.7M
IMC-Chicago, LLC 0.05% Reduce -45.3% 10,638 $2.7M
Tema ETFs LLC 0.21% Reduce -9.1% 10,564 $2.7M
Eurizon SLJ Capital Ltd 1.05% — 10,521 $2.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% New 10,500 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -8.7% 10,438 $2.6M
IRON Financial LLC 1.19% Reduce -0.7% 10,343 $2.6M
Cavalier Investments, LLC 0.80% Add +3.1% 10,252 $2.6M
Hills Bank & Trust Co 0.15% Reduce -13.2% 10,133 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +129.1% 10,123 $2.5M
Benedict Financial Advisors Inc. 0.53% Reduce -0.2% 10,100 $2.5M
Wedge Capital Management L L P 0.05% Add +1.4% 10,057 $2.5M
Siemens Fonds Invest GmbH 0.13% Reduce -54.0% 9,909 $2.5M
Summit Financial, LLC 0.04% Reduce -0.2% 10,045 $2.5M
North Star Investment Management Corp. 0.16% Add +0.1% 10,011 $2.5M
Achmea Investment Management B.V. 0.06% No change 9,970 $2.5M
Bridgewater Advisors Inc. 0.16% Add +1.9% 9,061 $2.5M
Quadrature Capital Ltd 0.02% New 9,640 $2.4M
Sandler Capital Management 1.09% Reduce -30.2% 9,630 $2.4M
Empowered Funds, LLC 0.04% Reduce -39.7% 9,609 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.7% 9,553 $2.4M
Gator Capital Management, LLC 0.49% New 9,481 $2.4M
Norris Financial Group, LLC 0.81% Add +6.0% 9,467 $2.4M
D.A. Davidson & Co. 0.01% Add +8.3% 9,417 $2.4M
Donoghue Forlines LLC 0.71% New 9,202 $2.3M
Principal Securities, Inc. 0.04% Add +94.2% 9,198 $2.3M
Linden Thomas Advisory Services, LLC 0.23% Reduce -0.5% 9,026 $2.3M
Kendall Capital Management 0.47% Add +0.5% 8,862 $2.2M
Knollwood Investment Advisory, LLC 0.21% No change 8,800 $2.2M
Meitav Investment House Ltd. 0.03% Reduce -44.0% 8,800 $2.2M
Schroder Investment Management Group 0.00% Reduce -38.6% 8,490 $2.2M
iA Global Asset Management Inc. 0.03% Reduce -6.6% 8,585 $2.2M
Kestra Advisory Services, LLC 0.01% Add +59.5% 8,525 $2.1M
US Bancorp \de 0.00% Add +22.2% 8,509 $2.1M
Zuckerman Investment Group, LLC 0.19% No change 8,415 $2.1M
Taylor Hoffman Capital Management LLC 0.64% No change 8,392 $2.1M
SHUTTLEWORTH & Co 1.91% Add +0.5% 8,339 $2.1M
Prospera Financial Services Inc 0.03% Reduce -1.0% 8,273 $2.1M
Tandem Investment Advisors, Inc. 0.08% Reduce -38.8% 8,193 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 8,182 $2.1M
Passumpsic Savings Bank 1.12% — 8,146 $2.0M
Loomis Sayles & Co. L P 0.00% New 8,083 $2.0M
Allstate Corp. 0.03% Add +113.4% 8,034 $2.0M
Peak Retirement Planning, Inc. 0.47% Add +7.0% 8,005 $2.0M
MOKAN Wealth Management Inc. 0.88% Reduce -13.2% 7,858 $2.0M
Mizuho Securities USA LLC 0.03% Add +0.0% 7,620 $2.0M
Nisa Investment Advisors, LLC 0.01% Add +11.0% 7,784 $2.0M
Holocene Advisors, LP 0.00% Reduce -96.3% 7,779 $2.0M
Vident Advisory, LLC 0.02% Reduce -14.1% 7,736 $1.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% — 7,730 $1.9M
Walleye Trading LLC 0.03% Reduce -44.8% 7,670 $1.9M
Fort Point Capital Partners LLC 0.23% Reduce -0.0% 7,105 $1.9M
GAMMA Investing LLC 0.10% Add +12.0% 7,636 $1.9M
OmniStar Financial Group, Inc. 1.12% Add +6.3% 7,623 $1.9M
Commerce Bank 0.01% Add +0.1% 7,531 $1.9M
Frank, Rimerman Advisors LLC 0.12% Add +15.2% 7,348 $1.8M
Metis Global Partners, LLC 0.04% Reduce -12.8% 7,337 $1.8M
Cim, LLC 0.24% Add +1.7% 7,321 $1.8M
Tidal Investments LLC 0.01% Add +79.3% 7,280 $1.8M
HighPoint Advisor Group LLC 0.04% Add +1.8% 7,261 $1.8M
CWA Asset Management Group, LLC 0.07% Reduce -2.5% 7,244 $1.8M
Investment Management Corp of Ontario 0.02% Add +45.6% 7,190 $1.8M
Huntington National Bank 0.01% Reduce -1.4% 7,164 $1.8M
Clearstead Advisors, LLC 0.02% Add +2.7% 7,113 $1.8M
Oppenheimer & Co. Inc. 0.03% Reduce -5.9% 7,004 $1.8M
Vontobel Holding Ltd. 0.01% Add +22.4% 6,714 $1.7M
Retirement Guys Formula LLC 0.77% Add +48.1% 6,713 $1.7M
Mad River Investors 0.77% Add +0.5% 6,690 $1.7M
Kentucky Retirement Systems 0.04% No change 6,577 $1.7M
Access Financial Services, Inc. 0.59% Reduce -15.7% 6,499 $1.6M
Bokf, NA 0.02% Reduce -36.1% 6,429 $1.6M
Graham Capital Management, L.P. 0.08% Add +72.2% 6,337 $1.6M
Arthur M. Cohen & Associates, LLC 0.26% No change 6,300 $1.6M
Parrish Capital LLC 1.42% — 6,255 $1.6M
Norinchukin Bank, The 0.02% Add +6.2% 6,251 $1.6M
Sterling Capital Management LLC 0.03% Reduce -4.1% 6,211 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +152.4% 6,192 $1.6M
Ritholtz Wealth Management 0.03% Reduce -0.5% 6,118 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.4% 6,079 $1.5M
XTX Topco Ltd 0.04% New 6,055 $1.5M
Quilter Plc 0.03% Reduce -9.1% 6,020 $1.5M
Polianta Ltd 0.20% New 6,000 $1.5M
Engineers Gate Manager LP 0.02% Add +1.3% 5,985 $1.5M
Primecap Management Co. 0.00% Reduce -11.9% 5,900 $1.5M
Manchester Capital Management LLC 0.20% Reduce -2.0% 5,899 $1.5M
Prospector Partners LLC 3.10% Reduce -88.8% 5,775 $1.4M
Osmosis Investment Management UK Ltd 0.04% — 5,716 $1.4M
Oakmont Investment Advisors, Inc. 1.05% — 5,699 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +3.4% 5,636 $1.4M
Cullen/Frost Bankers, Inc. 0.02% Reduce -1.2% 5,500 $1.4M
Gulf International Bank (UK) Ltd 0.04% Add +0.1% 5,497 $1.4M
V-Square Quantitative Management LLC 0.14% New 5,478 $1.4M
Laird Norton Wetherby Trust Company, LLC 0.03% New 5,447 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +27.7% 5,428 $1.4M
Safe Harbor Fiduciary, LLC 1.20% — 5,420 $1.4M
Gateway Investment Advisers LLC 0.01% Add +542.0% 5,354 $1.3M
Choreo, LLC 0.02% Add +2.3% 5,230 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -3.6% 5,300 $1.3M
Exencial Wealth Advisors, LLC 0.04% Add +1.7% 5,256 $1.3M
Triad Wealth Partners, LLC 0.12% New 5,228 $1.3M
Pittenger & Anderson Inc. 0.05% Add +6.1% 5,184 $1.3M
Regal Investment Advisors LLC 0.08% Reduce -4.9% 5,152 $1.3M
waypoint wealth counsel 0.47% Reduce -37.2% 5,138 $1.3M
Maryland State Retirement & Pension System 0.03% No change 5,115 $1.3M
Texas Yale Capital Corp. 0.04% No change 5,109 $1.3M
JSF Financial, LLC 0.26% Reduce -0.7% 5,089 $1.3M
GAM Holding AG 0.08% Reduce -15.9% 5,076 $1.3M
ExodusPoint Capital Management, LP 0.01% New 5,003 $1.3M
HB Wealth Management, LLC 0.01% Reduce -7.1% 4,989 $1.3M
Lazard Freres Gestion S.A.S. 0.02% Reduce -5.9% 4,940 $1.2M
Ancora Advisors LLC 0.03% Add +2.9% 4,891 $1.2M
Summit Trail Advisors, LLC 0.02% Reduce -15.1% 4,878 $1.2M
RB Capital Management, LLC 0.26% Add +6.4% 4,873 $1.2M
Sone Capital Management, LLC 0.10% New 4,865 $1.2M
ING Groep NV 0.01% Reduce -1.4% 4,830 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -81.7% 4,802 $1.2M
New Mexico Educational Retirement Board 0.04% Add +2.1% 4,800 $1.2M
Merit Financial Group, LLC 0.01% Add +11.5% 4,756 $1.2M
Jain Global LLC 0.01% New 4,745 $1.2M
Advisory Services Network, LLC 0.02% Add +0.9% 4,740 $1.2M
CX Institutional 0.04% Add +2.6% 4,743 $1.2M
PEAK6 LLC 0.03% Add +212.1% 4,741 $1.2M
Intrepid Capital Management Inc. 0.57% No change 4,716 $1.2M
Argent Trust Co 0.04% Reduce -2.4% 4,645 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -68.2% 4,595 $1.2M
AG2R La Mondiale Gestion D'actifs 0.05% Add +2.1% 4,564 $1.1M
M&T Bank Corp 0.00% Add +106.0% 4,463 $1.1M
Legacy Capital Group California, Inc. 0.27% Add +2.2% 4,452 $1.1M
Dynamic Advisor Solutions LLC 0.04% Reduce -19.8% 4,430 $1.1M
XY Planning Network, Inc. 0.19% Reduce -6.6% 4,428 $1.1M
Winnacle Wealth LLC 0.81% Reduce -10.8% 4,359 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -5.9% 4,318 $1.1M
Quadrant Private Wealth Management, LLC 0.17% Add +2.6% 4,252 $1.1M
Aptus Capital Advisors, LLC 0.01% Reduce -24.4% 4,204 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.1% 4,136 $1.0M
Zions Bancorporation, National Association 0.05% Add +13.6% 4,118 $1.0M
Lazard Asset Management LLC 0.00% Add +181.6% 4,061 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% Reduce -0.7% 4,046 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -13.6% 4,036 $1.0M
CENTRAL TRUST Co 0.02% Reduce -1.1% 4,031 $1.0M
Centaurus Financial, Inc. 0.05% Reduce -0.1% 4,006 $1.0M
Skylands Capital, LLC 0.14% No change 4,000 $1.0M
ZWJ Investment Counsel Inc. 0.04% No change 4,000 $1.0M
Atria Investments, Inc 0.01% Add +6.1% 3,955 $993K
Ascent Group, LLC 0.03% Add +18.5% 3,906 $980K
Uhlmann Price Securities, LLC 0.58% No change 3,900 $979K
Fishman Jay A Ltd. 0.08% No change 3,856 $968K
Alamea Verwaltungs GmbH 0.65% Add +1.4% 3,647 $967K
United Capital Financial Advisors, LLC 0.01% Add +111.3% 3,827 $961K
Simplex Trading, LLC 0.03% Reduce -30.2% 3,761 $944K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -3.0% 3,696 $928K
Steward Partners Investment Advisory, LLC 0.01% Add +92.3% 3,679 $923K
&partners 0.00% Add +25.8% 3,663 $920K
Empirical Asset Management, LLC 0.26% Add +23.4% 3,653 $917K
Nomura Holdings Inc. 0.00% Reduce -8.7% 3,650 $916K
Venturi Wealth Management, LLC 0.04% Add +7.8% 3,639 $913K
Empirical Finance, LLC 0.04% Reduce -4.1% 3,638 $913K
West Family Investments, Inc. 0.21% Add +6.7% 3,632 $912K
Assenagon Asset Management S.A. 0.00% Reduce -7.9% 3,594 $902K
North Dakota State Investment Board 0.03% — 3,593 $902K
Williams Jones Wealth Management, LLC. 0.01% No change 3,590 $901K
one8zero8, LLC 0.19% No change 3,500 $879K
Wedbush Securities Inc. 0.03% Add +4.6% 3,491 $876K
Glenmede Trust Co. NA 0.00% — 3,479 $873K
Envestnet Portfolio Solutions, Inc. 0.00% Add +11.3% 3,451 $866K
Diversified Trust Co. 0.02% Add +0.2% 3,416 $857K
Farther Finance Advisors, LLC 0.01% Add +9.9% 3,385 $850K
Fifth Third Bancorp 0.00% Add +5.3% 3,349 $841K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 3,344 $839K
Fideuram Asset Management (Ireland) dac 0.07% — 3,965 $832K
TCW Group Inc. 0.01% New 3,294 $827K
Everhart Financial Group, Inc. 0.08% Add +6.9% 3,284 $824K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.1% 3,219 $808K
Anchyra Partners LLC 0.24% — 3,151 $791K
Verition Fund Management LLC 0.00% Reduce -27.0% 3,101 $778K
1834 Investment Advisors Co. 0.10% No change 3,070 $771K
Ameritas Advisory Services, LLC 0.03% Add +2687.2% 3,038 $763K
Horizon Family Wealth, Inc. 0.40% Add +0.3% 3,009 $755K
Qsemble Capital Management, LP 0.06% New 3,004 $754K
Caldwell Trust Co 0.07% No change 3,000 $753K
EP Wealth Advisors, LLC 0.00% — 2,989 $750K
Contravisory Investment Management, Inc. 0.15% Reduce -3.9% 2,962 $743K
Brindle & Bay Financial Advisors, LLC 0.49% — 2,927 $735K
J2 Capital Management Inc 0.54% Add +2.1% 2,922 $733K
Connors Investor Services Inc. 0.06% New 2,920 $733K
DRW Securities, LLC 0.06% Add +54.2% 2,884 $724K
AdvisorNet Financial, Inc 0.04% Reduce -3.0% 2,879 $723K
Securian Asset Management, Inc. 0.03% Reduce -44.0% 2,860 $718K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +29.1% 2,853 $716K
Ossiam 0.01% Reduce -65.7% 2,852 $716K
Keynote Financial Services LLC 0.40% Reduce -6.3% 2,851 $716K
Arax Advisory Partners 0.02% Reduce -7.1% 2,846 $714K
Ashton Thomas Private Wealth, LLC 0.02% Add +4.0% 2,840 $713K
Mgo One Seven LLC 0.01% Add +12.5% 2,830 $710K
Sierra Summit Advisors LLC 0.11% No change 2,829 $710K
Mufg Securities Americas Inc. 0.04% Reduce -0.1% 2,819 $708K
Avestar Capital, LLC 0.05% Add +0.9% 2,795 $702K
Squarepoint Ops LLC 0.00% No change 2,785 $699K
Quadcap Wealth Management, LLC 0.08% Reduce -1.0% 2,772 $696K
Kathmere Capital Management, LLC 0.05% Add +26.2% 2,772 $696K
Farringdon Capital, Ltd. 0.17% Add +90.8% 2,771 $696K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 2,757 $692K
Investment Research Partners LLC 0.30% Add +0.2% 2,746 $689K
Captrust Financial Advisors 0.00% Add +17.6% 2,704 $679K
Plan A Wealth LLC 0.33% Add +2.2% 2,701 $678K
Compound Planning, Inc. 0.02% Add +40.6% 2,678 $672K
Canada Post Corp Registered Pension Plan 0.03% Add +27.1% 2,623 $658K
Keybank National Association 0.00% Add +1.0% 2,614 $656K
Aaron Wealth Advisors LLC 0.04% Add +47.3% 2,599 $652K
Calydon Capital 0.11% Add +0.3% 2,562 $643K
Fortem Financial Group, LLC 0.17% Reduce -2.1% 2,561 $643K
Scientech Research LLC 0.40% New 2,560 $643K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -97.1% 2,556 $642K
Tower Research Capital LLC (TRC) 0.02% Add +62.5% 2,554 $641K
STRS Ohio 0.00% Add +0.2% 2,510 $630K
Andina Capital Management, LLC 0.38% Add +1.3% 2,471 $620K
Parallel Advisors, LLC 0.01% Add +22.2% 2,469 $620K
Syon Capital LLC 0.03% Add +28.6% 2,443 $613K
Callan Family Office, LLC 0.01% Add +22.7% 2,429 $610K
Arvest Investments, Inc. 0.09% Reduce -1.1% 2,425 $609K
Marshall & Sterling Wealth Advisors Inc. 0.40% Add +1.0% 2,422 $608K
Wedmont Private Capital 0.02% Reduce -4.2% 2,363 $603K
JT Stratford LLC 0.08% Reduce -12.4% 2,380 $597K
Private Trust Co. NA 0.05% Add +2.6% 2,356 $591K
Ballentine Partners, LLC 0.01% Add +102.8% 2,318 $582K
NewEdge Wealth, LLC 0.01% Add +99.3% 2,304 $578K
Farmers Trust Co. 0.09% Reduce -0.7% 2,269 $570K
Stevens Capital Management LP 0.20% Reduce -28.5% 2,229 $559K
Westerkirk Capital Inc. 0.05% Add +4.8% 2,200 $552K
Skba Capital Management LLC 0.08% Reduce -0.5% 2,187 $549K
Rehmann Capital Advisory Group 0.03% Add +10.5% 2,182 $549K
Baker Avenue Asset Management, LP 0.01% Add +3.1% 2,158 $542K
Johnson Investment Counsel Inc. 0.00% Add +3.1% 2,157 $541K
Harbor Capital Advisors, Inc. 0.04% Reduce -0.1% 2,155 $541K
Martin Capital Advisors, LLP 0.32% Add +6.7% 2,151 $540K
Coldstream Capital Management Inc. 0.01% Add +12.5% 2,150 $540K
Moors & Cabot, Inc. 0.02% Reduce -9.8% 2,141 $537K
Quadrant Capital Group LLC 0.02% Reduce -6.6% 2,141 $537K
Leonteq Securities AG 0.03% Reduce -21.6% 2,127 $534K
Somerset Trust Co 0.16% No change 2,104 $528K
Connecticut Capital Management Group, LLC 0.50% — 2,101 $527K
World Investment Advisors 0.01% Add +49.3% 2,078 $522K
Private Advisor Group, LLC 0.00% Add +2.6% 2,074 $520K
Hancock Whitney Corp. 0.01% Reduce -15.0% 2,056 $516K
Modern Wealth Management, LLC 0.01% New 2,032 $510K
Savvy Advisors, Inc. 0.02% Add +10.9% 1,979 $497K
Nadler Financial Group, Inc. 0.05% Reduce -3.9% 1,978 $496K
Optimize Financial Inc. 0.25% Add +1.4% 1,967 $494K
TriaGen Wealth Management LLC 0.13% No change 1,965 $493K
Csenge Advisory Group 0.02% Add +80.8% 1,945 $488K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +35.0% 1,871 $470K
BCS Private Wealth Management, Inc. 0.16% No change 1,859 $467K
Cynosure Group, LLC 0.05% New 1,845 $463K
Guggenheim Capital LLC 0.00% Reduce -9.9% 1,820 $457K
Savant Capital, LLC 0.00% Reduce -4.9% 1,798 $451K
Pinnacle Financial Partners, Inc. 0.00% — 1,797 $451K
apricus wealth, LLC 0.23% No change 1,778 $446K
Clarius Group, LLC 0.03% Add +1.0% 1,763 $443K
Bryn Mawr Trust Advisors, LLC 0.02% Add +7.5% 1,760 $442K
Vestmark Advisory Solutions, Inc. 0.01% Add +63.6% 1,751 $440K
Central Bank & Trust Co. 0.07% Reduce -71.8% 1,744 $438K
Great Lakes Advisors, LLC 0.00% Reduce -1.1% 1,707 $428K
B. Riley Wealth Advisors, Inc. 0.02% Add +17.9% 1,681 $422K
Independent Advisor Alliance 0.01% Add +0.4% 1,676 $421K
Motley Fool Asset Management LLC 0.02% Reduce -37.3% 1,666 $418K
Brooklyn Investment Group 0.02% Add +57.3% 1,617 $414K
Greenleaf Trust 0.00% Add +68.4% 1,613 $405K
Raiffeisen Bank International AG 0.01% No change 1,587 $405K
Belpointe Asset Management LLC 0.01% Reduce -1.9% 1,601 $402K
Principle Wealth Partners LLC 0.02% No change 1,600 $402K
Trust Co of Kansas 0.18% No change 1,575 $395K
Dorsey & Whitney Trust CO LLC 0.02% Add +5.4% 1,573 $395K
Willow Financial LLC 0.40% — 1,568 $394K
Baron Wealth Management LLC 0.12% Add +6.9% 1,562 $392K
Advisory Alpha, LLC 0.01% Add +3.5% 1,560 $392K
AE Wealth Management LLC 0.00% New 1,556 $391K
Berkshire Asset Management LLC 0.02% Reduce -0.3% 1,535 $385K
Signaturefd, LLC 0.01% Add +19.3% 1,532 $385K
Menard Financial Group LLC 0.26% No change 1,518 $381K
BIP Wealth, LLC 0.01% New 1,515 $380K
Brown Advisory Inc. 0.00% Add +0.9% 1,515 $380K
Stratos Wealth Partners, LTD. 0.00% Add +14.2% 1,509 $379K
Astoria Portfolio Advisors LLC. 0.09% Add +11.2% 1,305 $379K
Perigon Wealth Management, LLC 0.01% Add +1.5% 1,507 $378K
Banque Pictet & Cie SA 0.00% Reduce -19.1% 1,500 $377K
GAMCO Investors 0.00% No change 1,500 $377K
Applied Finance Capital Management, LLC 0.03% Reduce -42.1% 1,492 $374K
GTS Securities LLC 0.01% Add +59.8% 1,483 $372K
Total Clarity Wealth Management, Inc. 0.09% Add +18.4% 1,482 $372K
Journey Strategic Wealth LLC 0.01% Add +0.9% 1,466 $368K
Apollon Wealth Management, LLC 0.01% Add +12.2% 1,462 $367K
Picton Mahoney Asset Management 0.00% Reduce -65.6% 1,462 $367K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Reduce -71.7% 1,459 $366K
AlTi Global, Inc. 0.01% Add +1.1% 1,458 $366K
Capstone Investment Advisors, LLC 0.00% Reduce -56.1% 1,458 $366K
Aprio Wealth Management, LLC 0.02% Add +1.2% 1,449 $364K
Retirement Planning Group, LLC 0.01% No change 1,426 $358K
Outfitters Financial LLC 0.28% Reduce -1.7% 1,425 $358K
Scotia Capital Inc. 0.00% Reduce -3.9% 1,414 $355K
Brown Brothers Harriman & Co. 0.00% Add +25.9% 1,398 $351K
Renaissance Group LLC 0.01% Add +1.5% 1,393 $350K
BankChampaign, National Association 0.34% — 1,390 $349K
Roberts Glore & Co. Inc. 0.09% Reduce -3.5% 1,388 $348K
PDS Planning, Inc 0.02% Reduce -4.5% 1,380 $346K
Redwood Financial Network Corp 0.22% Reduce -0.7% 1,374 $345K
Davis Capital Management 0.23% Reduce -4.0% 1,343 $337K
Blueshift Asset Management, LLC 0.10% New 1,331 $334K
Jones Financial Companies LLLP 0.00% Add +20.1% 1,327 $333K
Mystic Asset Management, Inc. 0.08% No change 1,325 $333K
Oakmont Advisory Group, LLC 0.35% — 1,320 $331K
Orion Porfolio Solutions, LLC 0.00% Add +30.8% 1,314 $330K
Concurrent Investment Advisors, LLC 0.00% Reduce -9.6% 1,300 $326K
Howland Capital Management LLC 0.01% No change 1,298 $326K
Inspire Investing, LLC 0.03% Add +3.8% 1,296 $325K
S-Bank Fund Management Ltd 0.04% Reduce -19.6% 1,294 $325K
Sagespring Wealth Partners, LLC 0.01% Add +21.9% 1,292 $324K
Chicago Capital, LLC 0.01% Add +0.3% 1,288 $323K
Wellington Management Group LLP 0.00% Reduce -34.1% 1,278 $321K
Centric Wealth Management 0.07% No change 1,208 $319K
D'Orazio & Associates, Inc. 0.04% Add +0.1% 1,252 $314K
Archford Capital Strategies, LLC 0.04% Add +2.1% 1,240 $311K
Monument Capital Management 0.08% No change 1,238 $311K
Verus Capital Partners, LLC 0.02% Add +9.0% 1,232 $309K
Spire Wealth Management 0.01% Add +20.8% 1,222 $307K
MAI Capital Management 0.00% Reduce -12.3% 1,215 $305K
Sowell Financial Services LLC 0.01% Add +8.5% 1,214 $305K
Sun Financial Inc 0.17% — 1,209 $303K
Dark Forest Capital Management LP 0.01% Reduce -55.5% 1,197 $300K
DGS Capital Management, LLC 0.05% Add +28.8% 1,193 $299K
Catalyst Financial Partners LLC 0.03% New 1,188 $298K
Bayforest Capital Ltd 0.22% New 1,185 $297K
OneDigital Investment Advisors LLC 0.00% Add +5.7% 1,176 $295K
Summit Global Investments 0.02% No change 1,162 $292K
Trust Asset Management LLC 0.02% Reduce -3.6% 1,163 $292K
Crestwood Advisors Group, LLC 0.00% Add +30.7% 1,155 $290K
Profund Advisors LLC 0.01% Reduce -16.7% 1,151 $289K
Personal Cfo Solutions, LLC 0.04% Reduce -2.2% 1,124 $282K
Patron Partners, LLC 0.13% New 1,118 $281K
Aljian Capital Management, LLC 0.06% Add +0.4% 1,101 $276K
Aberdeen Wealth Management LLC 0.13% No change 1,100 $276K
Mather Group, Llc. 0.00% Reduce -2.4% 1,100 $276K
Equitable Holdings, Inc. 0.00% Add +9.4% 1,095 $275K
Bessemer Group Inc. 0.00% Add +5.3% 1,093 $274K
EverSource Wealth Advisors, LLC 0.01% Add +19.4% 1,088 $273K
Abacus Wealth Partners, LLC 0.03% New 1,087 $273K
Diversify Wealth Management, LLC 0.01% Reduce -91.8% 1,005 $268K
Groupama Asset Managment 0.00% Reduce -9.4% 1,062 $267K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.41% — 1,031 $259K
Jefferies Financial Group Inc. 0.00% Reduce -92.0% 1,027 $258K
Cigna Investments Inc. 0.04% No change 1,022 $256K
Flagship Harbor Advisors, LLC 0.01% Reduce -62.8% 1,019 $256K
Wealth Alliance, LLC 0.02% Add +4.5% 1,007 $253K
Blue Trust, Inc. 0.00% Add +6.3% 1,007 $253K
Fruth Investment Management 0.07% No change 1,000 $251K
Claret Asset Management Corp 0.03% Reduce -0.3% 999 $251K
Chilton Investment Co. Inc. 0.01% No change 1,000 $251K
Hilltop Holdings Inc. 0.01% Reduce -19.4% 986 $247K
Earned Wealth Advisors, LLC 0.02% New 983 $247K
Barnes Wealth Management Group, Inc 0.13% Reduce -1.0% 953 $239K
Ameritas Investment Partners, Inc. 0.01% No change 953 $239K
Burling Wealth Partners, LLC 0.04% No change 950 $238K
111 Capital 0.05% New 948 $238K
Midwest Trust Co 0.00% Reduce -10.7% 946 $237K
Evergreen Capital Management LLC 0.01% New 943 $237K
Trustmark Bank Trust Department 0.01% No change 940 $236K
Snowden Capital Advisors LLC 0.01% Add +5.8% 935 $235K
Axxcess Wealth Management, LLC 0.00% Reduce -24.9% 929 $233K
Capital Asset Advisory Services LLC 0.01% Reduce -24.9% 929 $232K
IHT Wealth Management, LLC 0.01% Reduce -11.2% 922 $231K
Financial Planning Hawaii, Inc. 0.13% — 917 $230K
Moneco Advisors, LLC 0.02% Reduce -0.4% 912 $229K
Sunbelt Securities, Inc. 0.02% Add +18.6% 912 $229K
Summit Financial Wealth Advisors, LLC 0.03% No change 887 $223K
Old National Bancorp 0.00% Reduce -20.4% 886 $222K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -0.2% 870 $218K
Portfolio Design Labs, LLC 0.04% No change 867 $218K
Arkadios Wealth Advisors 0.00% Reduce -3.1% 864 $217K
Adams Wealth Management 0.05% No change 854 $216K
CacheTech Inc. 0.04% No change 854 $216K
Delta Investment Management, LLC 0.04% New 859 $216K
Fidelis Capital Partners, LLC 0.02% Reduce -4.0% 858 $215K
QTR Family Wealth, LLC 0.09% New 778 $213K
Gambit Capital Management, LLC 0.15% — 844 $212K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -15.5% 842 $211K
Advyzon Investment Management, LLC 0.02% New 841 $211K
Legacy Financial Advisors, Inc. 0.03% Add +1.3% 840 $211K
iSAM Funds (UK) Ltd 0.08% New 837 $210K
Ewa, LLC 0.05% Reduce -0.5% 831 $209K
Frec Markets, Inc. 0.06% — 827 $208K
SmartHarvest Portfolios, LLC 0.07% — 817 $205K
a16z Perennial Management, L.P. 0.02% New 803 $202K
Millennium Capital Advisors, LLC 0.12% Reduce -20.0% 800 $201K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 800 $201K
Calamos Wealth Management LLC 0.01% New 799 $201K
Smithfield Trust Co 0.01% No change 797 $200K
WPG Advisers, LLC 0.14% Reduce -0.4% 731 $183K
Ofi Invest Asset Management 0.00% Add +51.1% 852 $182K
Smartleaf Asset Management LLC 0.01% Reduce -3.6% 715 $182K
Allworth Financial LP 0.00% Add +35.3% 701 $176K
Hamilton Capital Partners Inc. 0.01% Reduce -43.6% 667 $167K
Garner Asset Management Corp 0.06% New 637 $160K
Evermay Wealth Management LLC 0.02% No change 622 $156K
Penserra Capital Management LLC 0.00% Reduce -74.4% 575 $144K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.4% 564 $142K
Old Second National Bank of Aurora 0.03% No change 550 $138K
State of Wyoming 0.02% New 549 $138K
Kemnay Advisory Services Inc. 0.02% New 546 $137K
Quent Capital, LLC 0.01% No change 523 $131K
Murphy & Mullick Capital Management Corp 0.09% No change 508 $128K
Arcadia Investment Management Corp. 0.02% Add +0.4% 502 $126K
UMB Bank, n.a. 0.00% Reduce -2.5% 502 $126K
Basecamp Wealth Advisors LLC 0.03% — 482 $121K
Cary Street Partners Investment Advisory LLC 0.03% Add +4.6% 459 $115K
TD Private Client Wealth LLC 0.00% Add +4.0% 444 $111K
Westpac Banking Corp. 0.01% No change 443 $111K
Ransom Advisory, Ltd 0.04% No change 430 $108K
N.E.W. Advisory Services LLC 0.01% New 415 $104K
Covestor Ltd 0.05% Add +55.3% 410 $103K
Curat Global, LLC 0.11% No change 400 $100K
Cohen & Steers, Inc. 0.00% No change 400 $100K
Louisbourg Investments Inc. 0.02% No change 392 $98K
Aster Capital Management (DIFC) Ltd 0.04% New 372 $93K
Johnson Financial Group, Inc. 0.00% Add +1218.5% 356 $89K
Richardson Financial Services Inc. 0.03% Add +591.5% 325 $82K
Trust Co. of Vermont 0.00% Reduce -23.8% 320 $80K
IFP Advisors, Inc 0.00% Reduce -42.5% 308 $77K
CYBER HORNET ETFs LLC 0.05% Add +6.3% 303 $76K
City State Bank 0.02% No change 300 $75K
ORG Partners LLC 0.01% No change 300 $75K
Intact Investment Management Inc. 0.00% New 300 $75K
Parkside Financial Bank & Trust 0.01% Add +13.4% 296 $74K
Lanark Financial, Inc. 0.00% Add +0.4% 259 $65K
Versant Capital Management, Inc 0.01% No change 257 $65K
Plato Investment Management Ltd 0.00% No change 249 $63K
Islay Capital Management, LLC 0.04% No change 250 $63K
Strive Financial Group ,LLC 0.03% — 238 $60K
Avalon Trust Co 0.00% Reduce -0.8% 235 $59K
Root Financial Partners, LLC 0.00% Add +14.1% 235 $59K
Sentry Investment Management LLC 0.04% No change 233 $58K
Assetmark, Inc. 0.00% Add +15.1% 221 $55K
Private Wealth Asset Management, LLC 0.01% No change 217 $54K
SageView Advisory Group, LLC 0.00% New 215 $54K
JFS Wealth Advisors, LLC 0.00% Add +15.3% 204 $51K
Pandora Wealth, Inc. 0.03% No change 200 $50K
McIlrath & Eck, LLC 0.00% No change 200 $50K
Kohmann Bosshard Financial Services, LLC 0.00% New 200 $50K
Hantz Financial Services, Inc. 0.00% Add +129.9% 200 $50K
Cornerstone Planning Group LLC 0.01% Add +10.2% 183 $48K
Measured Wealth Private Client Group, LLC 0.01% No change 184 $46K
MCF Advisors LLC 0.00% Add +71.4% 180 $45K
Cromwell Holdings LLC 0.02% No change 176 $44K
Harbour Investments, Inc. 0.00% Reduce -1.2% 160 $40K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +9.9% 155 $39K
Summit Securities Group LLC 0.01% Reduce -13.9% 155 $39K
Uniplan Investment Counsel, Inc. 0.00% Reduce -20.3% 149 $38K
DV Equities, LLC 0.01% — 147 $37K
Hughes Financial Services, LLC 0.01% Add +9.8% 146 $37K
Elyxium Wealth, LLC 0.01% New 133 $33K
Strategic Wealth Partners, Ltd. 0.00% Reduce -18.9% 133 $33K
Capital Advisors, Ltd. LLC 0.00% Add +11.8% 123 $31K
Riverview Trust Co 0.04% No change 120 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 120 $30K
Wellington Grp LLC 0.01% — 115 $29K
Clearstead Trust, LLC 0.00% No change 113 $28K
CVA Family Office, LLC 0.00% Add +5.7% 112 $28K
Asset Dedication, LLC 0.00% No change 111 $28K
GW&K Investment Management, LLC 0.00% Add +2.9% 106 $27K
University of Texas/Texas Am Investment Management Co. 0.00% New 104 $26K
Syntax Research, Inc. 0.02% No change 100 $25K
Adirondack Trust Co. 0.01% No change 100 $25K
Costello Asset Management, INC 0.01% No change 100 $25K
Sound Income Strategies, LLC 0.00% Add +102.2% 91 $25K
Elevation Wealth Partners, LLC 0.01% Add +1500.0% 96 $24K
Physician Wealth Advisors, Inc. 0.00% Reduce -27.8% 96 $24K
Colonial Trust Co / SC 0.00% No change 96 $24K
Steigerwald, Gordon & Koch Inc. 0.00% No change 95 $24K
Larson Financial Group LLC 0.00% Add +21.3% 91 $23K
Basepoint Wealth LLC 0.01% New 88 $22K
Orion Capital Management LLC 0.01% No change 80 $20K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 77 $19K
Salomon & Ludwin, LLC 0.00% Reduce -1.3% 74 $19K
Keating Financial Advisory Services, Inc. 0.00% — 73 $18K
Westfuller Advisors, LLC 0.01% Add +12.5% 72 $18K
Barnes Dennig Private Wealth Management LLC 0.02% Add +30.9% 72 $18K
New Age Alpha Advisors, LLC 0.00% Reduce -7.7% 72 $18K
Farmers & Merchants Investments Inc. 0.00% Reduce -33.0% 69 $17K
GPS Wealth Strategies Group, LLC 0.01% Reduce -69.5% 68 $17K
Bruce G. Allen Investments, LLC 0.01% No change 68 $17K
Financial Management Professionals, Inc. 0.00% No change 68 $17K
TD Waterhouse Canada Inc. 0.00% Add +3.0% 68 $17K
Transamerica Financial Advisors, LLC 0.00% Reduce -6.9% 67 $17K
MV Capital Management, Inc. 0.00% Add +1.6% 63 $16K
Bell Investment Advisors, Inc 0.00% Add +27.1% 61 $15K
St Germain D J Co. Inc. 0.00% No change 61 $15K
Signature Equity Partners, LLC 0.01% — 60 $15K
Purpose Unlimited Inc. 0.00% — 60 $15K
Anchor Investment Management, LLC 0.00% No change 57 $14K
Bank & Trust Co 0.01% No change 56 $14K
FWL Investment Management, LLC 0.00% New 56 $14K
Swiss Re Ltd. 0.00% — 55 $14K
Quattro Advisors LLC 0.01% — 54 $14K
Fortitude Family Office, LLC 0.00% Add +10.9% 51 $13K
Vision Financial Markets LLC 0.01% No change 50 $13K
Anfield Capital Management, LLC 0.00% No change 50 $13K
MTM Investment Management, LLC 0.00% No change 50 $13K
Davidson Capital Management Inc. 0.00% New 48 $12K
Bogart Wealth, LLC 0.00% Add +4.3% 48 $12K
True Wealth Design, LLC 0.00% Reduce -2.3% 43 $11K
Geneos Wealth Management Inc. 0.00% Reduce -40.0% 42 $11K
LGT Financial Advisors LLC 0.06% No change 42 $10K
DT Investment Partners, LLC 0.00% No change 40 $10K
HM Payson & Co. 0.00% New 40 $10K
Horizon Financial Services, LLC 0.00% No change 38 $10K
Park Place Capital Corp 0.00% No change 38 $10K
Key Financial Inc 0.00% No change 38 $10K
Red Tortoise LLC 0.00% No change 36 $9K
SJS Investment Consulting Inc. 0.00% Add +227.3% 36 $9K
SHP Wealth Management 0.00% — 36 $9K
HighMark Wealth Management LLC 0.00% Add +16.7% 35 $9K
Rational Advisors, Inc. 0.00% Add +16.7% 35 $9K
McGuire Capital Advisors Inc. 0.01% — 32 $8K
Park Square Financial Group, LLC 0.05% Reduce -10.9% 41 $8K
SBI Securities Co., Ltd. 0.00% Reduce -39.2% 31 $8K
Meeder Asset Management Inc. 0.00% Reduce -3.3% 29 $7K
Cornerstone Financial Management LLC 0.01% — 28 $7K
Cape Investment Advisory, Inc. 0.00% New 28 $7K
Avion Wealth 0.00% Add +6.9% 31 $7K
Osbon Capital Management LLC 0.01% — 27 $7K
Prestige Wealth Management Group LLC 0.00% No change 27 $7K
Rossby Financial, LCC 0.00% Add +380.0% 24 $6K
Wealth Enhancement Trust Services, Inc. 0.00% — 24 $6K
Howard Hughes Medical Institute 0.00% No change 22 $6K
Aspect Partners, LLC 0.00% Add +10.0% 22 $6K
High Note Wealth, LLC 0.00% Add +37.5% 22 $6K
Grove Bank & Trust 0.00% Add +5.0% 21 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $5K
Solstein Capital, LLC 0.00% No change 20 $5K
Cranbrook Wealth Management, LLC 0.00% No change 20 $5K
Harvest Fund Management Co., Ltd 0.00% No change 21 $5K
Highline Wealth Partners LLC 0.00% No change 19 $5K
Medallion Wealth Advisors, LLC 0.00% No change 18 $5K
Prosperity Bancshares Inc 0.00% — 17 $4K
Marquette Asset Management, LLC 0.00% Reduce -15.0% 17 $4K
Security National Bank 0.00% No change 16 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 15 $4K
S&T Bank 0.00% Reduce -6.7% 14 $4K
Clayton Financial Group LLC 0.00% New 13 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 13 $3K
RMG Wealth Management LLC 0.00% New 11 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 12 $3K
Glen Eagle Advisors, LLC 0.00% No change 10 $3K
1015 Capital Partners, LLC 0.00% — 10 $3K
Carolina Wealth Advisors, LLC 0.00% New 10 $3K
Raffa Wealth Management, LLC 0.00% No change 10 $3K
Dunhill Financial, LLC 0.00% Add +11.1% 10 $2K
Torren Management, LLC 0.00% — 9 $2K
Signature Resources Capital Management, LLC 0.00% No change 9 $2K
Rialto Wealth Management, LLC 0.00% Add +12.5% 9 $2K
Sunrise Financial Services, LLC 0.00% — 8 $2K
Sachetta, LLC 0.00% New 8 $2K
Kilter Group LLC 0.00% Add +33.3% 8 $2K
Optima Capital LLC 0.00% New 8 $2K
Valley National Advisers Inc. 0.00% No change 11 $2K
TD Capital Management LLC 0.00% No change 7 $2K
HFM Investment Advisors, LLC 0.00% No change 7 $2K
Rakuten Securities, Inc. 0.00% Add +600.0% 7 $2K
Crewe Advisors LLC 0.00% No change 7 $2K
Lummis Asset Management, LP 0.00% No change 6 $2K
Dogwood Wealth Management LLC 0.00% No change 6 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
First Command Advisory Services, Inc. 0.00% Reduce -40.0% 6 $2K
Investors Portfolio Services LLC 0.00% — 5 $1K
Ares Financial Consulting, LLC 0.00% — 5 $1K
Clark Wealth Partners 0.00% No change 5 $1K
Laurel Wealth Advisors LLC 0.00% New 5 $1K
Quarry LP 0.00% New 5 $1K
SouthState Bank Corp 0.00% Add +150.0% 5 $1K
Nemes Rush Group LLC 0.00% Reduce -50.0% 5 $1K
Aviso Financial Inc. 0.00% No change 5 $1K
Principia Wealth Advisory, LLC 0.00% Add +33.3% 4 $1K
Rachor Investment Advisory Services, LLC 0.00% — 4 $1K
Strengthening Families & Communities, LLC 0.00% No change 4 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $1K
Seneschal Advisors, LLC 0.00% No change 3 $753
Redwood Park Advisors LLC 0.00% No change 3 $753
Turning Point Benefit Group, Inc. 0.00% Add +200.0% 3 $753
Valued Wealth Advisors LLC 0.00% No change 3 $753
Quaker Wealth Management, LLC 0.00% No change 3 $753
Abound Wealth Management 0.00% No change 3 $753
WestEnd Advisors, LLC 0.00% No change 3 $753
NorthAvenue LLC 0.00% — 2 $502
American Capital Advisory, LLC 0.00% Add +100.0% 2 $502
Breakwater Investment Management 0.00% No change 2 $502
Financial Consulate, Inc. 0.00% No change 2 $502
CoreCap Advisors, LLC 0.00% No change 2 $502
Brown, Lisle/Cummings, Inc. 0.00% No change 1 $309
Rosenberg Matthew Hamilton 0.00% No change 1 $251
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $251
Bartlett & Co. Wealth Management LLC 0.00% No change 1 $251
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -93.3% 1 $250
Y.D. More Investments Ltd 0.00% Reduce -10.7% 75 $59

"% of holder's portfolio" is CBOE's weight in each manager's 13F, not the share of Cboe Global Markets Inc. the manager owns.