Cadence Design SYSCDNS

13F holders, Q4 2024 (December 31)
1,280holders +78
123new positions
106sold out
9famous investors
$300.56avg. 13F price*

At the end of Q4 2024, 1,280 institutions reported holding Cadence Design SYS Inc. (CDNS) in their 13F filings, up 78 from Q3 2024. 123 opened new positions and 106 sold out. The largest holders were BlackRock, Inc. ($9.0B), Vanguard Group Inc. ($7.8B) and State Street Corp. ($3.6B). 9 famous investors held it, including Philippe Laffont (0.8% of Coatue Management's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Ken Griffin (0.3% of Citadel Advisors's portfolio).

Company
Cadence Design SYS Inc.
Sector
Technology
CUSIP
127387108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions123$712.8M
Exits106$540.6M

All 13F filers, Q3 2024 → Q4 2024: 15,318,329 shares bought and 12,877,029 shares sold, net +2,441,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,280 holders

BlackRock, Inc. 0.18% Reduce -0.4% 29,983,398 $9.0B
Vanguard Group Inc. 0.14% Add +0.8% 25,909,187 $7.8B
State Street Corp. 0.14% Add +1.7% 12,120,500 $3.6B
Jennison Associates LLC 1.46% Add +5.3% 8,010,251 $2.4B
FMR LLC 0.14% Add +8.7% 7,978,652 $2.4B
Geode Capital Management, LLC 0.14% Add +2.3% 6,021,405 $1.8B
Alliancebernstein L.P. 0.58% Add +12.5% 5,676,194 $1.7B
Massachusetts Financial Services Co. 0.50% Reduce -33.4% 5,248,152 $1.6B
Franklin Resources Inc. 0.41% Add +5.2% 4,821,666 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.31% Add +10.7% 4,416,269 $1.3B
Norges Bank 0.15% Reduce -5.1% 3,894,724 $1.2B
Morgan Stanley 0.08% Add +4.2% 3,714,632 $1.1B
Northern Trust Corp. 0.13% Add +16.1% 3,032,957 $911.3M
Brown Advisory Inc. 1.14% Add +0.2% 2,982,877 $896.2M
Nordea Investment Management AB 0.93% Add +6.5% 2,933,392 $885.4M
T. Rowe Price Associates Inc. 0.10% Add +25.8% 2,937,675 $882.7M
JPMorgan Chase & Co. 0.07% Add +4.7% 2,818,126 $846.7M
Van Eck Associates Corp. 1.05% Reduce -2.0% 2,713,264 $815.2M
Janus Henderson Group PLC 0.39% Add +12.7% 2,530,293 $760.3M
Pictet Asset Management Holding SA 0.81% Reduce -2.3% 2,495,320 $749.7M
Principal Financial Group Inc. 0.37% Add +10.7% 2,237,569 $672.3M
Invesco Ltd. 0.12% Reduce -19.4% 2,119,301 $636.8M
Schroder Investment Management Group 0.60% Add +53.1% 2,064,219 $623.1M
Goldman Sachs Group Inc. 0.11% Add +11.2% 1,963,537 $590.0M
Legal & General Group Plc 0.15% Reduce -8.6% 1,915,055 $575.4M
Bank of New York Mellon Corp 0.10% Reduce -1.2% 1,875,654 $563.6M
Swedbank AB 0.68% Add +4.6% 1,834,164 $551.1M
Alphinity Investment Management Pty Ltd 2.90% Reduce -9.6% 1,779,444 $534.7M
Charles Schwab Investment Management Inc. 0.09% Add +4.2% 1,706,129 $512.6M
Bank of America Corp. 0.05% Reduce -25.2% 1,643,032 $493.7M
Alkeon Capital Management LLC 2.83% No change 1,623,604 $487.8M
Amundi 0.17% Add +14.2% 1,567,662 $474.3M
Voya Investment Management LLC 0.52% Reduce -18.5% 1,422,598 $427.3M
Mackenzie Financial Corp. 0.53% Add +1.0% 1,286,331 $386.5M
American Century Companies Inc. 0.22% Add +6.2% 1,266,074 $380.4M
Deutsche Bank AG 0.15% Add +5.3% 1,250,405 $375.7M
Impax Asset Management Group plc 1.68% Reduce -10.0% 1,236,555 $370.6M
Bank Julius Baer & Co. Ltd, Zurich 1.12% Add +2.9% 1,119,195 $363.5M
AXA S.A. 1.04% Reduce -9.0% 1,135,130 $341.1M
Nuveen Asset Management, LLC 0.09% Add +6.9% 1,080,928 $324.8M
Citadel Advisors 0.30% Reduce -6.3% 1,048,791 $315.1M
Envestnet Asset Management Inc. 0.10% Add +49.4% 1,012,507 $304.2M
BNP Paribas Financial Markets 0.23% Add +2.9% 987,892 $296.8M
UBS Group AG 0.07% Add +58.7% 973,708 $292.6M
California Public Employees Retirement System 0.19% Reduce -0.6% 955,227 $287.0M
Sumitomo Mitsui Trust Group, Inc. 0.19% Reduce -3.6% 918,388 $275.9M
Barclays PLC 0.13% Reduce -16.1% 862,650 $259.2M
Coatue Management 0.81% Reduce -39.5% 801,576 $240.8M
Macquarie Group Ltd. 0.29% Add +5.2% 800,006 $237.2M
Allspring Global Investments Holdings, LLC 0.38% Add +11.3% 792,366 $236.0M
Navera Investment Management Ltd. 4.22% Add +64.3% 783,906 $235.6M
Swiss National Bank 0.15% Reduce -4.2% 773,600 $232.4M
Ameriprise Financial Inc. 0.06% Reduce -2.6% 766,223 $230.2M
Holocene Advisors, LP 0.75% New 766,171 $230.2M
Liontrust Investment Partners LLP 3.26% Reduce -3.5% 747,453 $224.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.24% Add +0.0% 744,936 $223.8M
Capital World Investors 0.03% Add +0.1% 742,083 $223.0M
Royal Bank of Canada 0.05% Reduce -10.1% 707,681 $212.6M
Aberdeen Group plc 0.39% Add +12.5% 679,841 $205.4M
HSBC Holdings PLC 0.13% Add +2.8% 673,794 $202.6M
Stonehage Fleming Financial Services Holdings Ltd 5.48% Reduce -27.6% 651,710 $195.8M
Bessemer Group Inc. 0.31% Add +24.8% 623,112 $187.2M
Local Pensions Partnership Investment Ltd 3.48% — 621,600 $186.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +4.3% 600,736 $182.5M
National Pension Service 0.17% Reduce -14.6% 600,428 $180.4M
APG Asset Management N.V. 0.49% Add +229.7% 607,749 $176.3M
Dimensional Fund Advisors LP 0.04% Add +0.7% 583,275 $175.3M
Raymond James Financial Inc. 0.06% — 572,424 $172.0M
Chevy Chase Trust Holdings, LLC 0.52% Reduce -1.6% 566,805 $170.3M
Lazard Asset Management LLC 0.27% Add +5.1% 560,704 $168.5M
Aviva PLC 0.44% Add +16.6% 560,227 $168.3M
Wells Fargo & Company 0.04% Reduce -11.9% 548,385 $164.8M
Citigroup Inc. 0.16% Reduce -25.5% 538,303 $161.7M
Robeco Institutional Asset Management B.V. 0.30% Add +66.0% 529,287 $159.0M
DekaBank Deutsche Girozentrale 0.29% No change 516,204 $156.2M
Rhumbline Advisers 0.14% Reduce -1.4% 512,108 $153.9M
Manning & Napier Advisors LLC 1.70% New 494,555 $148.6M
TCW Group Inc. 1.23% Add +4.8% 486,184 $146.1M
First Trust Advisors LP 0.13% Reduce -12.7% 477,266 $143.4M
New York State Common Retirement Fund 0.19% Add +11.1% 468,797 $140.9M
Rathbones Group PLC 0.68% Add +21.3% 468,189 $140.7M
Bain Capital Public Equity Management II, LLC 6.11% Add +77.1% 442,018 $132.8M
Bank of Nova Scotia 0.23% Add +160.3% 436,139 $131.1M
California State Teachers Retirement System 0.15% Reduce -0.6% 430,797 $129.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.32% Reduce -1.0% 428,297 $128.7M
Bank of Montreal 0.06% Reduce -3.0% 427,873 $128.6M
Fred Alger Management, LLC 0.61% Add +34.3% 427,427 $128.4M
Jensen Investment Management Inc. 1.15% New 421,257 $126.6M
Artisan Partners Limited Partnership 0.19% Reduce -13.5% 420,326 $126.3M
AustralianSuper Pty Ltd 0.58% Add +2353.1% 406,682 $122.2M
Wellington Management Group LLP 0.02% Add +12.3% 403,682 $121.3M
CANADA LIFE ASSURANCE Co 0.20% Reduce -3.3% 390,143 $117.2M
USS Investment Management Ltd 0.85% Reduce -0.3% 387,939 $116.6M
Victory Capital Management Inc. 0.12% Reduce -5.3% 386,870 $116.2M
TD Asset Management Inc 0.10% Add +1.2% 368,347 $110.7M
ProShare Advisors LLC 0.25% Add +17.4% 368,065 $110.6M
Neuberger Berman Group LLC 0.09% Reduce -37.8% 357,091 $107.3M
NZS Capital, LLC 4.54% Add +2.3% 355,087 $106.7M
Marshall Wace, LLP 0.13% Reduce -22.3% 341,236 $102.5M
Nomura Asset Management Co. Ltd. 0.30% Reduce -0.8% 332,324 $99.9M
LPL Financial LLC 0.04% Add +5.1% 326,194 $98.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.21% Add +4.2% 323,107 $97.1M
DF Dent & Co. Inc. 1.23% Add +64.8% 322,917 $97.0M
PNC Financial Services Group, Inc. 0.06% Add +0.8% 312,633 $93.9M
Sei Investments Co. 0.12% Reduce -3.6% 310,130 $93.2M
Carmignac Gestion 1.43% Reduce -2.0% 297,863 $89.5M
Candriam S.C.A. 0.52% Reduce -21.7% 297,388 $89.4M
Storebrand Asset Management As 0.27% Reduce -32.9% 296,777 $89.2M
EULAV Asset Management 2.09% Add +2.8% 289,304 $86.9M
JARISLOWSKY, FRASER Ltd 0.50% Add +17.0% 284,470 $85.5M
DSM Capital Partners LLC 1.32% Add +23.5% 284,078 $85.4M
Munro Partners 2.95% New 282,620 $84.9M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +193.2% 281,107 $84.5M
CI Investments Inc. 0.30% Add +536.8% 268,424 $80.7M
Caxton Associates LP 2.54% Add +121.7% 266,049 $79.9M
1832 Asset Management L.P. 0.14% Reduce -6.6% 265,663 $79.8M
Los Angeles Capital Management LLC 0.32% Add +8929.3% 262,121 $78.8M
State Board of Administration of Florida Retirement System 0.15% Reduce -6.2% 261,089 $78.4M
Vontobel Holding Ltd. 0.27% Add +12.9% 258,125 $77.6M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -0.7% 256,400 $77.0M
Dodge & Cox 0.04% Reduce -2.7% 250,917 $75.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% — 250,299 $75.2M
Assenagon Asset Management S.A. 0.13% Add +0.8% 243,187 $73.1M
CIBC Private Wealth Group LLC 0.13% Reduce -30.6% 240,139 $72.7M
Brown Brothers Harriman & Co. 0.51% Add +4.8% 241,523 $72.6M
Ako Capital LLP 0.93% Add +12.8% 223,944 $67.3M
Manufacturers Life Insurance Company, The 0.06% Add +30.5% 223,290 $67.1M
New York State Teachers Retirement System 0.14% Reduce -7.8% 222,155 $66.7M
Wedge Capital Management L L P 1.19% Add +0.1% 219,305 $65.9M
Rockefeller Capital Management L.P. 0.17% Add +13.1% 215,493 $64.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Add +4.3% 209,463 $62.9M
Martin Currie Ltd. 2.31% Reduce -9.6% 208,588 $62.7M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -6.9% 203,301 $61.1M
Ossiam 1.05% Add +54.5% 202,065 $60.7M
National Bank of Canada 0.08% Reduce -28.8% 197,238 $59.3M
Sandhill Capital Partners LLC 4.53% Reduce -6.5% 192,526 $57.8M
Axiom Investors LLC 0.42% Reduce -61.3% 190,089 $57.1M
Assetmark, Inc. 0.15% Add +1.8% 189,285 $56.9M
Employees Retirement System of Texas 0.57% No change 189,000 $56.8M
Sands Capital Management, LLC 0.17% Reduce -24.6% 188,244 $56.6M
Ninety One UK Ltd 0.15% Reduce -1.8% 187,718 $56.4M
Allianz Asset Management GmbH 0.08% Add +26.9% 187,044 $56.2M
Natixis Advisors, LLC 0.10% Reduce -0.7% 180,283 $54.2M
Cypress Funds LLC 7.23% No change 178,916 $53.8M
Skandinaviska Enskilda Banken AB (publ) 0.24% Reduce -26.2% 177,808 $53.7M
Woodline Partners LP 0.36% Reduce -16.1% 176,397 $53.0M
Factory Mutual Insurance Co. 0.57% Add +19.1% 176,071 $52.9M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -50.0% 172,990 $52.0M
Korea Investment CORP 0.12% Reduce -36.3% 171,110 $51.4M
Thematics Asset Management 2.24% Add +8.3% 170,653 $51.3M
Corient Private Wealth LP 0.08% Add +1.0% 167,313 $50.3M
Kayne Anderson Rudnick Investment Management LLC 0.11% Add +9.2% 160,811 $48.3M
Nicholas Company, Inc. 0.77% No change 158,970 $47.8M
Moran Wealth Management, LLC 1.50% Reduce -2.2% 156,946 $47.2M
Zevenbergen Capital Investments LLC 0.96% Reduce -8.8% 156,423 $47.0M
Toronto Dominion Bank 0.09% Add +3.7% 156,061 $46.9M
Royal London Asset Management Ltd. 0.11% Add +5.2% 155,873 $46.8M
Bridges Investment Management Inc. 0.64% Add +111.2% 153,299 $46.1M
State of Wisconsin Investment Board 0.12% Reduce -10.0% 151,622 $45.6M
Russell Investments Group, Ltd. 0.06% Reduce -12.3% 143,427 $43.1M
King Luther Capital Management Corp. 0.19% Add +10.6% 143,498 $43.1M
Prudential Financial Inc. 0.06% Reduce -15.6% 140,826 $42.3M
Nisa Investment Advisors, LLC 0.16% Add +132.1% 139,288 $41.9M
Danske Bank A/S 0.13% Add +14.4% 139,273 $41.8M
Sculptor Capital LP 0.99% Add +88.8% 138,800 $41.7M
Baird Financial Group, Inc. 0.08% Add +291.2% 138,567 $41.6M
Rafferty Asset Management, LLC 0.15% Reduce -0.3% 136,980 $41.2M
Twin Tree Management, LP 0.98% Add +112.3% 135,619 $40.7M
LBP Am SA 0.53% Add +130.3% 130,841 $39.3M
AEGON ASSET MANAGEMENT UK Plc 0.51% No change 129,406 $38.9M
Treasurer of the State of North Carolina 0.15% Add +0.1% 129,337 $38.9M
Freestone Grove Partners LP 0.47% — 129,022 $38.8M
Natixis 0.26% Add +345.3% 127,480 $38.3M
Stephens Investment Management Group LLC 0.51% Reduce -46.7% 127,047 $38.2M
Nissay Asset Management Corp. /Japan 0.23% Reduce -52.1% 125,047 $38.1M
Park National Corp. 1.39% Reduce -6.1% 126,079 $37.9M
KBC Group NV 0.10% Reduce -2.8% 124,774 $37.5M
UniSuper Management Pty Ltd 0.26% Add +147.4% 122,530 $36.8M
Public Employees Retirement System of Ohio 0.12% Reduce -9.9% 120,356 $36.2M
Renaissance Group LLC 1.46% Reduce -1.0% 117,168 $35.2M
Susquehanna International Group, LLP 0.05% Add +41.7% 116,334 $35.0M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +7.2% 114,024 $34.7M
Asset Management One Co., Ltd. 0.12% Reduce -0.2% 110,058 $33.6M
Gotham Asset Management 0.31% Add +47.0% 109,124 $32.8M
Mn Services Vermogensbeheer B.V. 0.22% Add +3.4% 108,037 $32.5M
Smith Group Asset Management, LLC 2.35% Add +10.0% 106,027 $31.9M
Daiwa Securities Group Inc. 0.14% Reduce -10.4% 105,462 $31.7M
Millennium Management 0.03% Reduce -27.7% 103,663 $31.1M
Kensico Capital Management Corp. 0.71% New 103,400 $31.1M
J. Safra Sarasin Holding AG 0.52% Reduce -39.3% 101,953 $30.6M
SG Americas Securities, LLC 0.13% Add +59.5% 101,659 $30.5M
Zacks Investment Management 0.28% Add +6.8% 101,123 $30.4M
Truist Financial Corp. 0.05% Reduce -25.2% 100,225 $30.1M
State of New Jersey Common Pension Fund D 0.12% Add +0.5% 99,416 $29.9M
NewEdge Wealth, LLC 0.51% Add +5.0% 98,722 $29.7M
Segall Bryant & Hamill, LLC 0.40% Add +2.8% 97,692 $29.4M
KLP Kapitalforvaltning As 0.14% — 97,500 $29.3M
Formuepleje A/S 1.56% Reduce -0.2% 96,302 $28.9M
Man Group plc 0.09% Reduce -64.9% 94,211 $28.3M
Stifel Financial Corp. 0.03% Add +36.6% 93,686 $28.1M
Tidal Investments LLC 0.23% Add +271.9% 93,610 $28.1M
Lansforsakringar Fondforvaltning AB (publ) 0.11% — 92,942 $27.9M
QRG Capital Management, Inc. 0.28% Add +3.9% 91,529 $27.5M
Corebridge Financial, Inc. 0.15% Reduce -2.4% 90,612 $27.2M
Janney Montgomery Scott LLC 0.07% Add +7.7% 88,908 $26.7M
CIBC Asset Management Inc 0.09% Add +3.7% 88,075 $26.5M
GF Fund Management Co. LTD. 0.57% — 87,418 $26.3M
Resona Asset Management Co.,Ltd. 0.15% Reduce -4.1% 85,982 $25.9M
Handelsbanken Fonder AB 0.10% Reduce -3.7% 86,070 $25.9M
Gateway Investment Advisers LLC 0.29% Reduce -17.8% 86,008 $25.8M
Tamar Securities, LLC 3.56% Add +6.3% 85,743 $25.8M
Point72 Asset Management 0.07% Add +11.4% 85,000 $25.5M
MetLife Investment Management, LLC 0.14% Add +1.2% 84,579 $25.4M
Geneva Capital Management LLC 0.44% Add +11.9% 84,367 $25.3M
Peregrine Capital Management LLC 0.75% Reduce -4.6% 84,353 $25.3M
Canada Pension Plan Investment Board 0.02% Reduce -33.0% 82,637 $24.8M
W1M Asset Management Ltd 2.10% Reduce -4.4% 82,167 $24.7M
Trillium Asset Management, LLC 0.62% Add +43.3% 80,030 $24.0M
State of Michigan Retirement System 0.12% Reduce -0.3% 79,323 $23.8M
Arizona State Retirement System 0.14% Add +1.1% 78,886 $23.7M
Epoch Investment Partners, Inc. 0.11% Reduce -8.8% 78,854 $23.7M
MML Investors Services, LLC 0.08% Add +3.7% 76,748 $23.1M
Groupama Asset Managment 0.48% Add +17.3% 75,399 $22.8M
Credit Agricole S A 0.08% Add +160.4% 75,597 $22.7M
Eventide Asset Management, LLC 0.41% Add +370.0% 75,483 $22.7M
Dock Street Asset Management Inc. 2.70% Add +4.5% 75,116 $22.6M
DNB Asset Management AS 0.10% Add +3.6% 74,966 $22.5M
Guggenheim Capital LLC 0.18% Reduce -5.0% 73,524 $22.1M
Ensign Peak Advisors, Inc 0.04% Reduce -38.1% 73,347 $22.0M
Comerica Bank 0.09% Reduce -4.6% 73,309 $22.0M
Lombard Odier Asset Management (Europe) Ltd 1.49% Add +0.6% 73,172 $22.0M
State of Tennessee, Department of Treasury 0.08% Reduce -19.4% 71,883 $21.6M
Henshaw Capital LLC 0.89% No change 70,910 $21.3M
Forsta Ap-Fonden 0.15% Reduce -1.0% 70,400 $21.2M
Illinois Municipal Retirement Fund 0.29% Reduce -14.9% 69,296 $20.8M
Xponance LLC 0.19% Reduce -5.8% 67,993 $20.4M
Walter Public Investments Inc. 3.59% Add +20.6% 66,798 $20.1M
Premier Fund Managers Ltd 0.71% Add +109.3% 65,637 $19.8M
Swiss Life Asset Management Ltd 0.14% Add +11.1% 63,149 $19.0M
Public Sector Pension Investment Board 0.08% Add +418.7% 62,756 $18.9M
Quantinno Capital Management LP 0.18% Add +6.5% 61,958 $18.6M
Teachers Retirement System of the State of Kentucky 0.16% Reduce -1.3% 61,763 $18.6M
STRS Ohio 0.07% Reduce -5.7% 61,692 $18.5M
Railway Pension Investments Ltd 0.24% Reduce -68.8% 60,800 $18.3M
Czech National Bank 0.17% Add +6.6% 59,466 $17.9M
Retirement Systems of Alabama 0.07% Reduce -1.0% 59,381 $17.8M
Pathstone Holdings, LLC 0.08% Add +4.4% 58,540 $17.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -2.2% 58,317 $17.5M
AQR Capital Management 0.02% Reduce -71.9% 57,809 $17.4M
Ilmarinen Mutual Pension Insurance Co 0.15% Add +4.5% 57,500 $17.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.17% Add +5.7% 57,403 $17.2M
iA Global Asset Management Inc. 0.30% Add +78.7% 57,006 $17.1M
Amalgamated Bank 0.14% Reduce -5.1% 56,997 $17.1M
Shelton Capital Management 0.43% Reduce -0.5% 56,994 $17.1M
Covea Finance 0.76% Add +28.4% 55,998 $16.8M
Parnassus Investments, LLC 0.04% Reduce -0.8% 54,099 $16.3M
Fifth Third Bancorp 0.06% Reduce -3.4% 53,465 $16.1M
IFM Investors Pty Ltd 0.16% Reduce -8.0% 53,224 $16.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -23.1% 52,433 $15.8M
HighTower Advisors, LLC 0.02% Add +23.3% 51,673 $15.5M
Abn Amro Investment Solutions 0.29% Add +9.4% 50,844 $15.3M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.90% No change 52,500 $15.2M
Shell Asset Management Co. 0.66% Reduce -2.5% 50,443 $15.2M
BLB&B Advisors, LLC 0.77% Add +2.3% 50,422 $15.1M
Varma Mutual Pension Insurance Co 0.11% Reduce -7.3% 49,349 $14.8M
Cibc World Markets Corp. 0.09% Add +14.6% 49,315 $14.8M
Chicago Capital, LLC 0.39% Add +2.9% 48,776 $14.7M
Exchange Traded Concepts, LLC 0.30% Reduce -28.2% 48,687 $14.6M
Evelyn Partners Investment Management LLP 0.47% — 48,269 $14.5M
Silvercrest Asset Management Group LLC 0.10% Add +5.9% 48,233 $14.5M
Cumberland Partners Ltd 1.00% Add +65.0% 47,927 $14.4M
Bokf, NA 0.24% Reduce -7.3% 48,049 $14.4M
Creative Planning 0.01% Reduce -1.9% 47,464 $14.3M
Susquehanna Fundamental Investments, LLC 0.24% — 47,429 $14.3M
FIL Ltd 0.01% Reduce -37.1% 46,665 $14.0M
Mariner, LLC 0.02% Add +4.2% 46,334 $13.9M
Settian Capital LP 10.03% No change 46,300 $13.9M
Glenmede Trust Co. NA 0.07% Add +393.9% 46,201 $13.9M
Cetera Investment Advisers 0.03% Reduce -11.6% 46,001 $13.8M
Mercer Global Advisors Inc. 0.03% Add +52.3% 45,906 $13.8M
Utah Retirement Systems 0.15% No change 45,147 $13.6M
Lyell Wealth Management, LP 1.21% Add +0.6% 44,784 $13.5M
ING Groep NV 0.08% Reduce -52.4% 41,729 $12.5M
Penserra Capital Management LLC 0.23% Add +182.2% 41,498 $12.5M
Erste Asset Management GmbH 0.15% Add +2.4% 40,738 $12.4M
New York Life Investment Management LLC 0.12% Add +1.6% 41,290 $12.4M
Meritage Portfolio Management 0.75% Reduce -2.5% 40,485 $12.2M
Police & Firemen's Retirement System of New Jersey 0.12% — 39,554 $11.9M
Focus Partners Wealth 0.03% Add +141.1% 38,794 $11.7M
Parkwood LLC 1.43% New 38,570 $11.6M
M & L Capital Management Ltd 2.83% — 38,500 $11.6M
Pacer Advisors, Inc. 0.03% Reduce -4.0% 37,983 $11.4M
Raiffeisen Bank International AG 0.17% — 37,690 $11.4M
M&T Bank Corp 0.04% Add +6.6% 37,529 $11.3M
Vanguard Personalized Indexing Management, LLC 0.17% Add +5.1% 37,115 $11.2M
Public Employees Retirement Association of Colorado 0.04% Reduce -2.2% 36,976 $11.1M
Daiichi Life Insurance Co., Ltd. 0.30% Add +32.0% 36,435 $10.9M
US Bancorp \de 0.01% Reduce -4.9% 35,827 $10.8M
Gabelli Funds LLC 0.08% Reduce -0.4% 35,673 $10.7M
Capital Fund Management S.A. 0.11% New 35,658 $10.7M
Mutual of America Capital Management LLC 0.11% Reduce -6.1% 34,865 $10.5M
Louisiana State Employees Retirement System 0.20% Reduce -4.1% 34,800 $10.5M
TrinityBridge Ltd 0.29% No change 34,405 $10.3M
NEOS Investment Management LLC 0.24% Add +24.1% 34,239 $10.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -4.1% 34,069 $10.2M
Groupe la Francaise 0.25% — 33,618 $10.2M
O'shaughnessy Asset Management, LLC 0.09% Add +0.8% 33,971 $10.2M
Alerus Financial NA 0.78% Reduce -4.2% 33,709 $10.1M
Baron Capital (BAMCO) 0.03% Reduce -0.4% 33,482 $10.1M
Federated Hermes, Inc. 0.02% Reduce -0.2% 33,400 $10.0M
Union Bancaire Privee, UBP SA 0.18% — 34,891 $10.0M
Congress Asset Management Co. 0.07% Reduce -5.8% 33,143 $10.0M
Yousif Capital Management, LLC 0.11% Reduce -10.4% 33,087 $9.9M
Vident Advisory, LLC 0.17% Add +52.1% 32,709 $9.8M
Great Valley Advisor Group, Inc. 0.22% Add +3.0% 32,694 $9.8M
Marietta Investment Partners LLC 2.16% Reduce -0.3% 32,686 $9.8M
Ethic Inc. 0.20% Add +10.0% 32,446 $9.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -12.8% 32,201 $9.7M
Carderock Capital Management Inc. 2.43% Reduce -3.4% 32,189 $9.7M
Kodai Capital Management LP 0.39% Add +7.3% 31,949 $9.6M
State of Alaska, Department of Revenue 0.10% Reduce -30.2% 31,268 $9.4M
Zweig-DiMenna Associates LLC 0.79% New 31,201 $9.4M
Teacher Retirement System of Texas 0.03% Add +40.4% 31,147 $9.4M
Baader Bank Aktiengesellschaft 0.86% Add +35.5% 31,065 $9.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +7.9% 30,847 $9.3M
Burney Co./ 0.33% Reduce -0.7% 30,770 $9.2M
Osaic Holdings, Inc. 0.02% Add +2.9% 43,966 $9.1M
Atria Wealth Solutions, Inc. 0.10% Reduce -15.0% 30,071 $9.0M
Fiera Capital Corp 0.03% Add +12.3% 29,791 $9.0M
Nicholas Investment Partners, LP 0.85% No change 28,867 $8.7M
Prudential PLC 0.04% Add +53.5% 28,553 $8.6M
Tredje AP-fonden 0.08% No change 28,185 $8.5M
Ithaka Group LLC 1.53% Reduce -5.9% 27,707 $8.3M
Lombard Odier Asset Management (Switzerland) SA 0.61% Add +1.1% 27,292 $8.2M
Oppenheimer Asset Management Inc. 0.10% Add +2.1% 27,195 $8.2M
Money Concepts Capital Corp. 0.61% Reduce -1.1% 27,118 $8.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +7.8% 26,552 $8.0M
KP Management LLC 2.80% Add +32.5% 26,500 $8.0M
Mizuho Securities USA LLC 0.14% Add +46.4% 25,994 $7.8M
B. Metzler seel. Sohn & Co. AG 0.08% Reduce -5.8% 25,742 $7.7M
Vienna Asset Management LLC 5.23% Reduce -13.0% 25,717 $7.7M
Profund Advisors LLC 0.28% Add +6.7% 25,656 $7.7M
Davidson Kempner Capital Management LP 0.20% New 25,000 $7.5M
Elo Mutual Pension Insurance Co 0.16% Reduce -3.4% 24,989 $7.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.7% 24,754 $7.4M
Steward Partners Investment Advisory, LLC 0.07% Add +60.4% 24,668 $7.4M
Spire Wealth Management 0.23% Reduce -12.5% 24,431 $7.3M
Bain Capital Public Equity, LP 4.88% Add +151.9% 24,355 $7.3M
Squarepoint Ops LLC 0.02% Reduce -42.0% 24,222 $7.3M
Walleye Trading LLC 0.14% Reduce -34.2% 24,064 $7.2M
Oregon Public Employees Retirement Fund 0.13% Add +0.4% 23,492 $7.1M
Taikang Asset Management (Hong Kong) Co Ltd 1.03% Reduce -50.0% 23,302 $7.0M
Hood River Capital Management LLC 0.10% Add +5.8% 23,226 $7.0M
Commerce Bank 0.04% Reduce -5.4% 23,182 $7.0M
BNC Wealth Management, LLC 2.27% Add +5.3% 22,931 $6.9M
Knollwood Investment Advisory, LLC 0.72% Add +4.6% 22,925 $6.9M
Wealthfront Advisers LLC 0.02% Add +11.1% 22,771 $6.8M
Intech Investment Management LLC 0.07% Add +60.5% 22,736 $6.8M
Sumitomo Life Insurance Co. 0.13% Add +28.4% 22,600 $6.8M
Harvest Fund Management Co., Ltd 0.31% Add +68.9% 22,446 $6.8M
Park Avenue Securities LLC 0.07% Add +17.7% 22,427 $6.7M
GAM Holding AG 0.50% Reduce -3.9% 22,307 $6.7M
Temasek Holdings (Private) Ltd 0.03% Reduce -81.9% 22,251 $6.7M
Westwood Holdings Group Inc. 0.05% Reduce -15.2% 21,839 $6.6M
Tower Research Capital LLC (TRC) 0.13% Add +43.4% 21,791 $6.5M
Commonwealth Equity Services, LLC 0.01% Add +3.1% 21,784 $6.5M
Cibc World Market Inc. 0.01% Reduce -28.4% 21,570 $6.5M
Benjamin Edwards Inc. 0.09% Add +13.4% 21,523 $6.5M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.1% 21,346 $6.4M
First Long Island Investors, LLC 0.51% Add +38.3% 21,246 $6.4M
Nomura Holdings Inc. 0.03% Add +52.1% 21,220 $6.4M
Robeco Schweiz AG 0.14% Reduce -23.3% 21,100 $6.3M
Sanctuary Advisors, LLC 0.04% Add +7.1% 21,273 $6.3M
Robocap Asset Management Ltd 4.23% Add +30.1% 21,003 $6.3M
Thompson Siegel & Walmsley LLC 0.10% Reduce -4.7% 20,183 $6.1M
Avanza Fonder AB 0.18% — 20,123 $6.0M
Kingdon Capital Management, L.L.C. 1.03% Reduce -42.9% 20,000 $6.0M
Generali Asset Management SPA SGR 0.15% — 19,696 $5.9M
Kentucky Retirement Systems 0.17% Reduce -1.4% 18,817 $5.7M
Cary Street Partners Financial LLC 0.18% — 18,569 $5.6M
New Age Alpha Advisors, LLC 0.22% No change 18,200 $5.5M
Meiji Yasuda Life Insurance Co 0.10% Reduce -47.5% 18,150 $5.5M
Sterling Capital Management LLC 0.07% Add +1.3% 17,778 $5.3M
Orion Porfolio Solutions, LLC 0.05% Add +0.9% 17,549 $5.3M
Orion Portfolio Solutions, LLC 0.05% Add +0.9% 17,549 $5.3M
Ieq Capital, LLC 0.05% Reduce -30.4% 17,415 $5.2M
Bailard, Inc. 0.13% Add +3.7% 17,203 $5.2M
Hartford Investment Management Co. 0.17% Reduce -1.7% 16,954 $5.1M
MAI Capital Management 0.04% Add +13.3% 16,903 $5.1M
Capitolis Liquid Global Markets LLC 0.05% Reduce -43.5% 16,900 $5.1M
Maytus Capital Management, LLC 1.73% New 16,499 $5.0M
Kestra Private Wealth Services, LLC 0.08% Add +9.3% 16,132 $4.8M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -34.1% 16,105 $4.8M
Cerity Partners LLC 0.01% Add +10.3% 16,798 $4.8M
Global Retirement Partners, LLC 0.14% Reduce -13.6% 16,005 $4.8M
NBW Capital LLC 0.88% Add +15.7% 15,717 $4.7M
KADENSA CAPITAL Ltd 0.56% Reduce -52.9% 15,265 $4.6M
Crossmark Global Holdings, Inc. 0.08% Reduce -0.7% 15,176 $4.6M
Saranac Partners Ltd 2.56% Add +60.7% 15,117 $4.5M
Progressive Investment Management Corp 1.16% Reduce -2.1% 15,027 $4.5M
Siemens Fonds Invest GmbH 0.47% Add +7.8% 14,913 $4.5M
Pitcairn Co. 0.27% Reduce -3.4% 14,982 $4.5M
World Investment Advisors 0.12% Add +100.6% 14,960 $4.5M
Norinchukin Bank, The 0.09% Add +9.5% 14,904 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Add +102.5% 14,878 $4.5M
Banque Transatlantique SA 0.11% — 14,722 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -2.0% 14,775 $4.4M
James Investment Research, Inc. 0.53% Reduce -2.7% 14,734 $4.4M
Empowered Funds, LLC 0.06% Add +13.4% 14,708 $4.4M
Linden Thomas Advisory Services, LLC 0.56% Add +8.3% 14,673 $4.4M
NewEdge Advisors, LLC 0.03% Add +23.7% 14,626 $4.4M
Maryland State Retirement & Pension System 0.09% Reduce -7.1% 14,606 $4.4M
Flossbach Von Storch SE 0.02% No change 14,580 $4.4M
Brookstone Capital Management 0.06% Add +36.1% 14,532 $4.4M
MainStreet Investment Advisors LLC 0.61% Reduce -1.6% 14,374 $4.3M
Great Lakes Advisors, LLC 0.04% Add +0.1% 14,268 $4.3M
Sone Capital Management, LLC 0.54% — 14,212 $4.3M
Donaldson Capital Management, LLC 0.16% Add +1.6% 14,104 $4.2M
Jackson Square Capital, LLC 1.02% Reduce -0.5% 14,028 $4.2M
United Capital Financial Advisors, LLC 0.04% Add +11.2% 14,023 $4.2M
Lazard Freres Gestion S.A.S. 0.08% No change 13,900 $4.2M
Bleakley Financial Group, LLC 0.12% Add +0.3% 13,730 $4.1M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -36.3% 13,686 $4.1M
Teamwork Financial Advisors, LLC 0.53% Add +3.0% 13,532 $4.1M
Stratos Wealth Partners, LTD. 0.06% Reduce -1.7% 13,470 $4.0M
Kintegral Advisory, LLC 0.38% Reduce -4.5% 13,375 $4.0M
Karani Asset Management LLC 3.74% — 13,345 $4.0M
GAMCO Investors 0.04% Reduce -1.2% 13,301 $4.0M
Atria Investments, Inc 0.05% Add +6.5% 13,297 $4.0M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -26.6% 13,285 $4.0M
Himension Capital (singapore) Pte. LTD. 0.27% Add +9.1% 13,119 $3.9M
New Mexico Educational Retirement Board 0.13% Reduce -1.5% 13,100 $3.9M
TD Private Client Wealth LLC 0.11% Reduce -25.1% 13,090 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -73.2% 13,073 $3.9M
Captrust Financial Advisors 0.01% Reduce -40.8% 12,845 $3.9M
Keystone Investors Pte Ltd. 0.27% New 12,746 $3.8M
Mirova 0.65% Add +90.0% 12,564 $3.8M
E. Ohman J:or Asset Management AB 0.09% Add +10.7% 12,400 $3.7M
Avantax Advisory Services, Inc. 0.02% Add +22.5% 12,374 $3.7M
E Fund Management Co., Ltd. 0.18% Add +88.9% 12,207 $3.7M
MassMutual Private Wealth & Trust, FSB 0.10% Reduce -25.3% 12,173 $3.7M
Pinebridge Investments, L.P. 0.03% Reduce -72.8% 12,112 $3.6M
GLOBALT Investments LLC / GA 0.14% Add +1.2% 11,917 $3.6M
Horizon Investments, LLC 0.10% Add +72.5% 11,876 $3.6M
Westpac Banking Corp. 0.24% Add +279.0% 11,811 $3.5M
Baer Investment Advisory LLC 3.79% — 8,616 $3.5M
Vestcor Inc 0.12% Reduce -29.1% 11,625 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -1.4% 11,608 $3.5M
Redhawk Wealth Advisors, Inc. 0.47% Add +4.6% 11,565 $3.5M
SBI Securities Co., Ltd. 0.11% — 11,525 $3.5M
Penobscot Investment Management Company, Inc. 0.31% Reduce -1.1% 11,503 $3.5M
Metis Global Partners, LLC 0.10% Add +3.0% 11,448 $3.4M
OMERS ADMINISTRATION Corp 0.03% Add +20.8% 11,413 $3.4M
Wambolt & Associates, LLC 1.10% Reduce -15.7% 11,402 $3.4M
Ameritas Investment Partners, Inc. 0.11% Add +3.5% 11,398 $3.4M
David J Yvars Group 2.04% Reduce -5.0% 11,103 $3.3M
Regions Financial Corp. 0.02% Add +1.6% 11,099 $3.3M
Mediolanum International Funds Ltd 0.04% Add +10.5% 10,998 $3.3M
Enzi Wealth 1.25% Reduce -11.4% 10,181 $3.3M
Ostrum Asset Management 0.28% Add +20.6% 10,878 $3.3M
Fragasso Financial Advisors Inc 0.25% Reduce -3.6% 10,849 $3.3M
Clear Harbor Asset Management, LLC 0.26% Add +4.4% 10,836 $3.3M
Caprock Group, LLC 0.11% Add +2.9% 10,762 $3.2M
Principal Securities, Inc. 0.07% Add +10.4% 10,742 $3.2M
Dana Investment Advisors, Inc. 0.11% Add +6.0% 10,684 $3.2M
Peterson Wealth Services 0.98% Add +1.3% 10,663 $3.2M
Praxis Investment Management Inc. 0.21% Reduce -18.1% 10,624 $3.2M
Banco Santander, S.A. 0.04% Add +105.5% 10,536 $3.2M
Guerra Pan Advisors, LLC 2.28% Add +0.9% 10,493 $3.2M
SwitchPoint Financial Planning, LLC 2.98% — 10,342 $3.1M
TD Waterhouse Canada Inc. 0.03% Add +7.7% 10,304 $3.1M
Slow Capital, Inc. 0.43% Reduce -0.9% 10,224 $3.1M
Harbor Capital Advisors, Inc. 0.13% Reduce -28.0% 10,194 $3.1M
Signaturefd, LLC 0.06% Reduce -7.2% 10,035 $3.0M
Telligent Fund, LP 2.86% — 10,000 $3.0M
Private Advisor Group, LLC 0.02% Reduce -3.6% 9,959 $3.0M
Keybank National Association 0.01% Add +32.4% 9,922 $3.0M
Spahn Wealth & Retirement LLC 1.95% — 9,904 $3.0M
Texas Yale Capital Corp. 0.12% No change 9,724 $2.9M
Baker Avenue Asset Management, LP 0.09% Add +48.8% 9,673 $2.9M
Kestra Advisory Services, LLC 0.02% Add +9.6% 9,658 $2.9M
Wilmington Savings Fund Society, FSB 0.05% Add +17.3% 9,628 $2.9M
PFG Advisors 0.18% Reduce -1.0% 9,588 $2.9M
Orion Investment Co 1.14% Add +33.7% 9,500 $2.9M
Liberty Capital Management, Inc. 0.63% Add +9.4% 9,429 $2.8M
V-Square Quantitative Management LLC 0.40% Add +13.3% 9,410 $2.8M
Capital International, Inc. 0.03% Add +38.1% 9,264 $2.8M
Empirical Finance, LLC 0.16% Reduce -1.1% 9,206 $2.8M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -0.9% 9,188 $2.8M
NJ State Employees Deferred Compensation Plan 0.33% No change 9,050 $2.7M
Plato Investment Management Ltd 0.20% Add +48.0% 9,005 $2.7M
WD Rutherford LLC 1.28% Add +19.8% 8,985 $2.7M
Hennion & Walsh Asset Management, Inc. 0.12% Add +13.6% 8,792 $2.6M
AE Wealth Management LLC 0.02% Add +11.6% 8,745 $2.6M
Coldstream Capital Management Inc. 0.06% Add +11.2% 8,642 $2.6M
LGT Group Foundation 0.04% Add +5.9% 8,636 $2.6M
Chesley Taft & Associates LLC 0.12% Add +204.6% 8,545 $2.6M
J. Stern & Co. LLP 0.24% Add +53.4% 8,543 $2.6M
Wedmont Private Capital 0.13% Add +0.8% 8,486 $2.5M
Johnson Financial Group, Inc. 0.12% Reduce -42.4% 8,355 $2.5M
APG Asset Management US Inc. 0.02% No change 8,249 $2.5M
Oberweis Asset Management Inc./ 0.12% Reduce -10.9% 8,200 $2.5M
AXS Investments LLC 0.69% Reduce -3.1% 8,186 $2.5M
Sheaff Brock Investment Advisors, LLC 0.21% Add +1.3% 8,148 $2.4M
Allstate Corp. 0.07% New 8,110 $2.4M
Citizens Financial Group Inc. 0.05% Add +80.5% 8,058 $2.4M
DJE Kapital AG 0.06% — 8,000 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +3.5% 7,940 $2.4M
Clark Asset Management, LLC 0.44% No change 7,861 $2.4M
Vivid Wealth Management, LLC 1.20% Add +3.6% 7,858 $2.4M
Strategic Advisors LLC 0.42% Add +2.0% 7,800 $2.3M
Parallel Advisors, LLC 0.05% Add +1.4% 7,774 $2.3M
Decatur Capital Management, Inc. 1.05% Reduce -1.4% 7,657 $2.3M
Bridgeway Capital Management, LLC 0.05% Reduce -1.8% 7,600 $2.3M
Howard Capital Management, LLC 0.04% Add +3.0% 7,548 $2.3M
Twin Capital Management Inc. 0.25% Add +3.4% 7,453 $2.2M
NorthCoast Asset Management LLC 0.01% Add +7.4% 7,406 $2.2M
Meridian Wealth Management, LLC 0.11% Add +1.2% 7,405 $2.2M
Meeder Advisory Services, Inc. 0.14% Add +0.6% 7,290 $2.2M
Apollon Wealth Management, LLC 0.05% Add +13.1% 7,134 $2.1M
Cwm, LLC 0.01% Reduce -4.0% 7,062 $2.1M
Optimize Financial Inc. 1.55% — 6,891 $2.1M
Frank, Rimerman Advisors LLC 0.15% Reduce -0.3% 6,863 $2.1M
SG Capital Management LLC 0.23% New 6,832 $2.1M
Whittier Trust Co. 0.03% Reduce -3.0% 6,832 $2.1M
Composition Wealth, LLC 0.04% Add +22.0% 6,824 $2.1M
Paragon Advisors, LLC 0.70% Add +5.3% 6,810 $2.0M
Wahed Invest LLC 0.34% Add +2.7% 6,799 $2.0M
Scotia Capital Inc. 0.01% Add +196.3% 6,755 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -4.3% 6,751 $2.0M
Two Sigma Securities, LLC 0.36% Add +96.2% 6,668 $2.0M
Sompo Asset Management Co., Ltd. 0.34% Add +71.1% 6,620 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -13.1% 6,599 $2.0M
Cresset Asset Management, LLC 0.01% Reduce -58.3% 6,595 $2.0M
BNP Paribas 0.03% Add +12.8% 6,575 $2.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.78% No change 6,500 $2.0M
SVB Wealth LLC 0.04% New 6,525 $2.0M
Sendero Wealth Management, LLC 0.29% Add +25.0% 6,477 $1.9M
Capital Investment Advisors, LLC 0.04% Add +7.8% 6,367 $1.9M
Advisory Services Network, LLC 0.04% Reduce -58.7% 6,317 $1.9M
Pinnacle Wealth Management, LLC 2.11% Reduce -0.8% 6,312 $1.9M
Highview Capital Management LLC 0.73% Add +2.6% 6,304 $1.9M
Nan Shan Life Insurance Co., Ltd. 0.05% Reduce -96.6% 6,302 $1.9M
Bayesian Capital Management, LP 0.23% New 6,295 $1.9M
United Asset Strategies, Inc. 0.17% Add +3.5% 6,233 $1.9M
Lindenwold Advisors, INC 0.99% Reduce -2.1% 6,185 $1.9M
DGS Capital Management, LLC 0.46% Reduce -7.1% 6,166 $1.9M
Illumine Investment Management, LLC 1.50% — 6,058 $1.8M
EDENTREE ASSET MANAGEMENT Ltd 0.53% No change 6,050 $1.8M
CreativeOne Wealth, LLC 0.06% Reduce -0.7% 6,049 $1.8M
&partners 0.02% Add +137.0% 5,918 $1.8M
Mather Group, Llc. 0.02% Reduce -0.0% 5,989 $1.8M
First Horizon Advisors, Inc. 0.05% Add +6.8% 5,989 $1.8M
Lido Advisors, LLC 0.01% Reduce -9.6% 5,977 $1.8M
Aviso Financial Inc. 0.09% New 5,886 $1.8M
Choreo, LLC 0.03% Add +12.3% 5,761 $1.7M
Fifth Third Wealth Advisors LLC 0.09% Add +4.2% 5,773 $1.7M
Greenleaf Trust 0.02% Reduce -4.1% 5,763 $1.7M
Guardian Capital LP 0.06% Add +9.2% 5,708 $1.7M
Mission Wealth Management, LP 0.04% Reduce -11.8% 5,686 $1.7M
Hantz Financial Services, Inc. 0.03% Reduce -9.8% 5,679 $1.7M
Next Century Growth Investors LLC 0.13% Add +0.1% 5,654 $1.7M
Per Stirling Capital Management, LLC. 0.24% Reduce -1.1% 5,560 $1.7M
Stephens Inc. 0.02% Add +19.1% 5,520 $1.7M
Pensionfund Sabic 0.43% Add +22.2% 5,500 $1.7M
Platinum Investment Management Ltd. 0.10% Add +42.9% 5,448 $1.6M
Acadian Asset Management LLC 0.00% Reduce -62.8% 5,446 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% Add +2.2% 5,402 $1.6M
WealthShield Partners, LLC 0.23% New 5,349 $1.6M
Pittenger & Anderson Inc. 0.06% Add +50.1% 5,289 $1.6M
2UniFi Bank 1.06% — 5,277 $1.6M
Perigon Wealth Management, LLC 0.04% Add +1.6% 5,292 $1.6M
Moody National Bank Trust Division 0.16% Reduce -3.2% 5,230 $1.6M
DORCHESTER WEALTH MANAGEMENT Co 0.31% No change 5,215 $1.6M
Bank of Hawaii 0.09% Add +20.5% 5,208 $1.6M
Mechanics Financial Corp 0.70% Reduce -0.3% 5,203 $1.6M
Blair William & Co. 0.00% Add +14.0% 5,181 $1.6M
Hancock Whitney Corp. 0.05% Add +1.6% 5,149 $1.5M
KCM Investment Advisors LLC 0.05% No change 5,137 $1.5M
Jain Global LLC 0.05% — 5,136 $1.5M
Moneta Group Investment Advisors LLC 0.02% Reduce -3.7% 5,103 $1.5M
Townsquare Capital LLC 0.02% Add +8.7% 5,068 $1.5M
Legacy Advisors, LLC 0.15% Add +117.2% 5,065 $1.5M
Nvwm, LLC 0.38% Add +3.4% 5,032 $1.5M
Mission Creek Capital Partners, Inc. 0.33% Add +1.9% 5,022 $1.5M
Syon Capital LLC 0.14% Reduce -5.7% 5,011 $1.5M
Tairen Capital Ltd 0.22% New 5,000 $1.5M
Paloma Partners Management Co 0.14% New 5,000 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +40.6% 4,976 $1.5M
Monetary Management Group Inc. 0.39% Add +4.2% 4,965 $1.5M
Cape Ann Savings Bank 0.87% Reduce -2.5% 4,915 $1.5M
CW Advisors, LLC 0.02% Add +101.2% 4,888 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +1.2% 4,822 $1.4M
Freemont Management S.A. 0.71% No change 4,800 $1.4M
Vise Technologies, Inc. 0.12% Add +74.2% 4,800 $1.4M
Bordeaux Wealth Advisors LLC 0.23% Add +0.9% 4,783 $1.4M
Ifrah Financial Services, Inc. 0.40% Reduce -3.5% 4,778 $1.4M
Freedom Investment Management, Inc. 0.12% Reduce -12.5% 4,776 $1.4M
Marshall Financial Group, LLC 0.35% Add +2.1% 4,746 $1.4M
Eisler Capital Management Ltd. 0.05% — 4,715 $1.4M
DAVENPORT & Co LLC 0.01% Add +11.9% 4,659 $1.4M
Concord Asset Management, LLC 0.31% Add +43.6% 4,643 $1.4M
Canada Post Corp Registered Pension Plan 0.08% — 4,615 $1.4M
Flputnam Investment Management Co. 0.03% Reduce -60.6% 4,599 $1.4M
Concord Wealth Partners 0.23% Add +48.5% 4,573 $1.4M
HB Wealth Management, LLC 0.01% Add +21.8% 4,540 $1.4M
CWA Asset Management Group, LLC 0.07% Add +0.5% 4,501 $1.4M
Two Sigma Investments, LP 0.00% New 4,500 $1.4M
Snowden Capital Advisors LLC 0.04% Add +22.7% 4,490 $1.3M
Central Pacific Bank - Trust Division 0.18% Add +7.5% 4,472 $1.3M
Parallax Volatility Advisers, L.P. 0.03% New 4,468 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -6.9% 4,465 $1.3M
China Universal Asset Management Co., Ltd. 0.13% Add +28.5% 4,463 $1.3M
HMS Capital Management, LLC 0.64% Add +5.5% 4,422 $1.3M
HighPoint Advisor Group LLC 0.07% Add +3.7% 4,368 $1.3M
SteelPeak Wealth, LLC 0.06% Add +7.4% 4,414 $1.3M
Strategic Investment Advisors / MI 0.14% Reduce -0.7% 4,395 $1.3M
MWA Asset Management 0.87% Reduce -1.5% 4,343 $1.3M
Schechter Investment Advisors, LLC 0.10% Reduce -10.2% 4,299 $1.3M
Nwam LLC 0.08% Reduce -47.9% 4,183 $1.3M
STF Management LP 0.55% Add +4.1% 4,082 $1.2M
Mufg Securities Americas Inc. 0.16% — 4,049 $1.2M
Contravisory Investment Management, Inc. 0.26% Reduce -1.7% 4,019 $1.2M
Aft, Forsyth & Sober, LLC 0.39% Reduce -50.0% 4,000 $1.2M
Fort Point Capital Partners LLC 0.13% Reduce -0.3% 3,944 $1.2M
Mirabella Financial Services LLP 0.11% New 4,080 $1.2M
Everhart Financial Group, Inc. 0.24% Add +6.0% 3,936 $1.2M
EP Wealth Advisors, LLC 0.01% Add +3.8% 3,931 $1.2M
Group One Trading LLC 0.04% Reduce -0.3% 3,915 $1.2M
GAMMA Investing LLC 0.10% Add +25.4% 3,911 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +12.1% 3,896 $1.2M
Werba Rubin Papier Wealth Management 0.28% Add +0.3% 3,881 $1.2M
NorthCrest Asset Manangement, LLC 0.03% Reduce -0.1% 3,878 $1.2M
Cornerstone Select Advisors, LLC 1.12% — 3,877 $1.2M
Duncker Streett & Co. Inc. 0.21% Reduce -14.3% 3,743 $1.1M
StoneX Group Inc. 0.06% Add +27.0% 3,729 $1.1M
Fiduciary Trust Co 0.01% Add +18.7% 3,717 $1.1M
Independent Advisor Alliance 0.01% Add +119.7% 3,660 $1.1M
Retirement Solution LLC 0.28% New 3,584 $1.1M
Advisory Resource Group 0.23% Reduce -4.0% 3,574 $1.1M
ICICI Prudential Asset Management Co Ltd 0.12% Reduce -0.1% 3,571 $1.1M
Advisor OS, LLC 0.12% Reduce -17.1% 3,569 $1.1M
Cooper Financial Group 0.13% Add +13.3% 3,530 $1.1M
Midwest Professional Planners, LTD. 0.32% Add +9.1% 3,526 $1.1M
Perpetual Ltd 0.01% Add +17.0% 3,522 $1.1M
South Plains Financial, Inc. 0.81% — 3,519 $1.1M
First Hawaiian Bank 0.03% Reduce -15.0% 3,489 $1.0M
Aptus Capital Advisors, LLC 0.01% Reduce -0.3% 3,486 $1.0M
Catalyst Capital Advisors LLC 0.02% Add +5.5% 3,474 $1.0M
Integrated Advisors Network LLC 0.05% Add +156.9% 3,406 $1.0M
Holderness Investments Co. 0.23% No change 3,400 $1.0M
NorthRock Partners, LLC 0.03% Reduce -12.3% 3,367 $1.0M
Atlantic Union Bankshares Corp 0.06% Reduce -78.4% 3,359 $1.0M
GraniteShares Advisors LLC 0.64% Reduce -18.5% 3,344 $1.0M
Quadrant Capital Group LLC 0.07% Add +0.1% 3,326 $999K
Dynamic Advisor Solutions LLC 0.04% Add +2.1% 3,300 $992K
Rogco, LP 0.40% Add +5.9% 3,272 $983K
Smartleaf Asset Management LLC 0.10% Add +54.7% 3,256 $983K
Gilbert & Cook, Inc. 0.14% Reduce -0.5% 3,217 $967K
Harrell Investment Partners, LLC 0.27% New 3,201 $962K
Trust Asset Management LLC 0.07% No change 3,151 $947K
Gladstone Institutional Advisory LLC 0.04% Reduce -19.3% 3,150 $947K
Western Financial Corp 0.52% Reduce -49.5% 3,149 $946K
Caisse Des Depots Et Consignations 0.05% — 3,149 $946K
Novem Group 0.14% — 3,122 $938K
Commerzbank Aktiengesellschaft 0.02% Add +22.3% 3,062 $925K
Nippon Life Global Investors Americas, Inc. 0.04% Reduce -1.0% 3,060 $919K
Argent Trust Co 0.04% Reduce -4.3% 3,059 $919K
Vestmark Advisory Solutions, Inc. 0.03% Add +22.1% 3,054 $918K
Alps Advisors Inc. 0.01% Reduce -8.4% 3,046 $915K
Altfest L J & Co. Inc. 0.12% Add +22.4% 3,042 $914K
Strategic Wealth Partners, Ltd. 0.08% Add +44.5% 3,080 $912K
Concourse Financial Group Securities, Inc. 0.05% Add +74.8% 2,837 $912K
Green Alpha Advisors, LLC 0.73% Reduce -8.8% 3,032 $911K
Callan Family Office, LLC 0.06% New 3,023 $908K
Arax Advisory Partners 0.06% Add +42.3% 3,020 $907K
Deltec Asset Management LLC 0.18% No change 3,000 $901K
Synovus Financial Corp. 0.01% Add +4.0% 2,965 $891K
Blue Oak Capital, LLC 0.54% — 2,961 $890K
B.O.S.S. Retirement Advisors, LLC 0.25% New 2,948 $886K
Belpointe Asset Management LLC 0.05% Add +132.9% 3,270 $879K
Ballentine Partners, LLC 0.01% Add +24.1% 2,918 $877K
D.A. Davidson & Co. 0.01% Add +77.3% 2,915 $876K
Farther Finance Advisors, LLC 0.03% Add +6.5% 2,902 $872K
JLB & Associates Inc. 0.12% Reduce -27.7% 2,893 $869K
Burton Enright Welch 0.18% Reduce -11.6% 2,888 $868K
Values First Advisors, Inc. 0.48% Add +349.0% 2,878 $865K
JGP Wealth Management, LLC 0.11% Add +9.5% 2,874 $864K
Boomfish Wealth Group, LLC 0.52% Add +0.0% 2,873 $863K
Stiles Financial Services Inc 0.31% No change 2,845 $855K
Phoenix Financial Ltd. 0.01% Reduce -27.0% 2,842 $854K
Ritholtz Wealth Management 0.02% Reduce -10.6% 2,819 $847K
BlueSpruce Investments, LP 0.02% No change 2,800 $841K
Cigna Investments Inc. 0.15% Reduce -1.4% 2,791 $839K
Oppenheimer & Co. Inc. 0.01% New 2,737 $822K
Roberts Capital Advisors, LLC 0.69% No change 2,735 $822K
MJP Associates Inc. 0.15% Add +6.3% 2,733 $821K
Prime Capital Investment Advisors, LLC 0.01% Reduce -7.6% 2,716 $816K
Jones Financial Companies LLLP 0.00% Add +41.3% 2,713 $815K
Leelyn Smith, LLC 0.14% New 2,688 $808K
GTS Securities LLC 0.04% Reduce -88.8% 2,679 $805K
Lake Street Advisors Group, LLC 0.04% Add +3.6% 2,655 $798K
Fidelis Capital Partners, LLC 0.08% Add +0.9% 2,664 $795K
Savvy Advisors, Inc. 0.10% New 2,641 $794K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -1.5% 2,625 $789K
Realta Investment Advisors 0.32% Add +7.7% 2,592 $788K
New Century Financial Group, LLC 0.33% Add +14.8% 2,582 $785K
Savant Capital, LLC 0.01% Add +7.3% 2,566 $771K
Headinvest, LLC 0.15% Add +1.9% 2,565 $771K
Affinity Capital Advisors, LLC 0.14% Reduce -10.8% 2,549 $769K
Evergreen Capital Management LLC 0.02% Reduce -4.7% 2,532 $761K
Pinnacle Bancorp, Inc. 0.25% No change 2,524 $758K
Dakota Wealth Management 0.02% Reduce -4.6% 2,522 $758K
Regatta Capital Group, LLC 0.15% Reduce -0.0% 2,502 $752K
HERALD INVESTMENT MANAGEMENT Ltd 0.12% Reduce -50.0% 2,500 $751K
LGT Fund Management Co Ltd. 0.07% No change 2,500 $751K
Wolverine Trading, LLC 0.02% Add +84.2% 2,487 $751K
Systematic Alpha Investments, LLC 0.03% No change 2,498 $751K
MMBG Investment Advisors Co. 0.08% Add +28.3% 2,493 $749K
SGL Investment Advisors, Inc. 0.38% Reduce -2.0% 2,525 $742K
Quent Capital, LLC 0.08% Add +2.1% 2,463 $740K
Trivant Custom Portfolio Group, LLC 0.43% Reduce -15.6% 2,426 $729K
Retireful, LLC 0.41% New 2,425 $729K
Verition Fund Management LLC 0.00% Reduce -75.7% 2,415 $726K
Tiaa Trust, National Association 0.00% Add +8.4% 2,396 $720K
Liberty One Investment Management, LLC 0.08% New 2,395 $720K
Kathmere Capital Management, LLC 0.06% Reduce -7.4% 2,395 $720K
Ferguson Wellman Capital Management, Inc. 0.01% Add +0.5% 2,370 $712K
Sigma Planning Corp 0.02% Add +17.2% 2,370 $712K
Wesbanco Bank Inc. 0.02% Add +18.7% 2,346 $705K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% No change 2,336 $702K
Miller Financial Services LLC 0.59% — 2,318 $696K
KRS Capital Management, LLC 0.49% No change 2,313 $695K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 2,256 $678K
Avestar Capital, LLC 0.06% Add +26.7% 2,252 $677K
Hilltop Holdings Inc. 0.04% Add +4.2% 2,248 $675K
Lindbrook Capital, LLC 0.06% Add +1.7% 2,230 $670K
Merit Financial Group, LLC 0.01% New 2,219 $667K
HBW Advisory Services LLC 0.07% Add +22.5% 2,203 $662K
Guardian Wealth Advisors, LLC / NC 0.05% Add +1.3% 2,200 $661K
Teza Capital Management LLC 0.10% Add +3.6% 2,183 $656K
Accredited Investors Inc. 0.04% Add +1.7% 2,176 $654K
Unigestion Holding SA 0.04% No change 2,173 $653K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 2,165 $652K
Axxcess Wealth Management, LLC 0.02% Reduce -17.6% 2,170 $652K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.4% 2,168 $651K
Freestone Capital Holdings, LLC 0.02% Add +2.4% 2,157 $648K
Valeo Financial Advisors, LLC 0.02% Reduce -0.4% 2,157 $648K
Perennial Investment Advisors, LLC 0.08% Reduce -5.7% 2,153 $647K
Sagespring Wealth Partners, LLC 0.02% — 2,136 $642K
Huntington National Bank 0.01% Add +15.1% 2,132 $641K
Integrated Wealth Concepts LLC 0.01% Add +24.0% 2,123 $638K
Bison Wealth, LLC 0.08% — 2,114 $635K
Clarius Group, LLC 0.04% Reduce -0.7% 2,098 $630K
WR Wealth Planners, LLC 0.20% Reduce -11.7% 2,093 $629K
RFG Advisory, LLC 0.02% Reduce -2.7% 2,091 $628K
Graypoint LLC 0.04% Add +7.9% 2,090 $628K
Dynasty Wealth Management, LLC 0.01% New 2,078 $624K
Capital Investment Advisory Services, LLC 0.06% Add +2.8% 2,051 $616K
D. E. Shaw & Co. 0.00% Reduce -72.9% 2,031 $610K
First Bank & Trust 0.12% Add +15.5% 2,021 $607K
Agf Management Ltd. 0.00% Reduce -78.2% 2,013 $605K
Keb Asset Management, LLC 0.17% No change 2,000 $601K
Elk River Wealth Management LLC 0.11% No change 2,000 $601K
Checchi Capital Advisers, LLC 0.04% Reduce -2.9% 1,990 $598K
Schmidt P J Investment Management Inc. 0.10% Add +4.3% 1,988 $597K
Waldron Private Wealth LLC 0.02% Add +121.0% 1,978 $594K
Sovereign Investment Advisors, LLC 0.18% New 1,974 $593K
Tranquility Partners, LLC 0.22% Add +37.3% 1,959 $589K
GeoWealth Management, LLC 0.02% Add +29.0% 1,956 $588K
Verdence Capital Advisors LLC 0.05% Add +27.9% 1,950 $586K
Alpha Family Trust 0.33% No change 1,945 $584K
Napa Wealth Management 0.25% Reduce -1.2% 1,914 $575K
Journey Strategic Wealth LLC 0.02% Reduce -1.1% 1,905 $572K
Benchmark Investment Advisors LLC 0.37% Reduce -12.0% 1,900 $571K
Banque Pictet & Cie SA 0.01% No change 1,900 $571K
Sandy Spring Bank 0.02% Add +1.6% 1,895 $569K
Strategic Advocates LLC 0.19% Reduce -35.2% 1,871 $562K
Trifecta Capital Advisors, LLC 0.11% Add +0.2% 1,849 $556K
Transcend Capital Advisors, LLC 0.04% Add +16.0% 1,848 $555K
Executive Wealth Management, LLC 0.04% Reduce -4.9% 1,840 $553K
Elevation Point Wealth Partners, LLC 0.04% Add +100.8% 1,833 $551K
Financial Counselors Inc. 0.01% Reduce -66.7% 1,832 $550K
Board of the Pension Protection Fund 0.62% — 1,800 $541K
Wellington Shields Capital Management, LLC 0.10% No change 1,800 $541K
Wisconsin Capital Management LLC 0.30% Add +2.8% 1,798 $540K
CX Institutional 0.02% Add +2.6% 1,791 $538K
S.E.E.D. Planning Group LLC 0.18% Reduce -11.1% 1,772 $532K
Procyon Advisors, LLC 0.03% Add +7.0% 1,770 $532K
Nicolet Advisory Services, LLC 0.05% Add +21.9% 1,777 $531K
Monte Financial Group, LLC 0.23% Add +0.5% 1,766 $531K
DRW Securities, LLC 0.04% Reduce -72.5% 1,763 $530K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -54.1% 1,759 $529K
National Wealth Management Group, LLC 0.35% Reduce -30.1% 1,749 $526K
Csenge Advisory Group 0.03% Reduce -36.4% 1,740 $523K
Forefront Wealth Partners, LLC 0.39% — 1,738 $522K
Guinness Asset Management LTD 0.01% Reduce -5.8% 1,737 $522K
Vega Investment Solutions 0.43% — 1,734 $521K
Van Strum & Towne Inc. 0.18% Reduce -5.0% 1,732 $520K
Compound Planning, Inc. 0.03% Add +65.5% 1,731 $520K
Regent Peak Wealth Advisors LLC 0.12% Add +0.3% 1,730 $520K
Martingale Asset Management L P 0.01% Reduce -12.7% 1,726 $519K
1858 Wealth Management, LLC 0.41% Reduce -1.9% 1,719 $516K
Evelyn Partners Investment Management (Europe) Ltd 0.19% — 1,717 $516K
Vista Cima Wealth Management LLC 0.53% — 1,711 $514K
Compagnie Lombard Odier SCmA 0.01% Add +482.5% 1,701 $511K
Weaver Capital Management LLC 0.14% Add +91.9% 1,683 $506K
Fortis Capital Advisors, LLC 0.17% New 1,872 $503K
Venture Visionary Partners LLC 0.02% Reduce -2.1% 1,673 $503K
Virtue Capital Management, LLC 0.10% Reduce -29.2% 1,668 $501K
Jackson Creek Investment Advisors LLC 0.15% Add +0.1% 1,666 $501K
Evelyn Partners Investment Management Services Ltd 0.09% — 1,667 $501K
Cullen/Frost Bankers, Inc. 0.01% Reduce -47.7% 1,667 $501K
Haven Private, LLC 0.28% — 1,660 $499K
Burns Matteson Capital Management, LLC 0.28% Add +44.9% 1,655 $497K
Alta Wealth Advisors LLC 0.22% Add +13.2% 1,651 $496K
Interchange Capital Partners, LLC 0.18% Reduce -2.6% 1,647 $495K
Rehmann Capital Advisory Group 0.03% Reduce -2.9% 1,637 $492K
PDS Planning, Inc 0.04% Add +5.6% 1,629 $489K
First Affirmative Financial Network 0.28% Reduce -1.1% 1,628 $489K
Oak Grove Capital LLC 0.10% Reduce -12.5% 1,619 $486K
Outlook Wealth Advisors, LLC 0.14% Add +32.2% 1,605 $482K
Optas, LLC 0.10% Reduce -1.1% 1,596 $480K
Montag A & Associates Inc. 0.02% No change 1,582 $475K
Smithfield Trust Co 0.02% No change 1,572 $474K
Veltria Advisors Corp. 0.20% Add +3.9% 1,568 $471K
Cyndeo Wealth Partners, LLC 0.03% Add +0.3% 1,564 $470K
Cottage Street Advisors LLC 0.24% No change 1,556 $468K
Capital Market Strategies LLC 0.27% Add +15.7% 1,545 $464K
Diversified Trust Co. 0.01% Reduce -86.2% 1,545 $464K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -44.3% 1,535 $461K
Gsa Capital Partners LLP 0.03% New 1,535 $461K
Voya Financial Advisors, Inc. 0.05% Add +6.0% 1,525 $460K
GG Group Ventures, LLC 0.61% No change 1,528 $459K
Hutchens & Kramer Investment Management Group, LLC 0.25% Reduce -10.9% 1,524 $458K
Allworth Financial LP 0.00% Add +83.0% 1,422 $457K
Brighton Jones LLC 0.01% Add +80.2% 1,519 $456K
Emerald Advisers, LLC 0.02% Reduce -56.9% 1,517 $456K
Redwood Park Advisors LLC 0.39% — 1,511 $454K
AlphaCentric Advisors LLC 0.45% Add +20.0% 1,500 $451K
Thoroughbred Financial Services, LLC 0.03% Reduce -9.6% 1,500 $450K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -0.4% 1,495 $449K
CENTRAL TRUST Co 0.01% Reduce -54.0% 1,473 $443K
Global Assets Advisory, LLC 0.24% Add +4.5% 1,484 $442K
Jump Financial, LLC 0.01% Reduce -87.2% 1,464 $440K
Sound View Wealth Advisors Group, LLC 0.04% Add +22.7% 1,458 $438K
Calydon Capital 0.09% Add +2.6% 1,455 $437K
Objective Capital Management, LLC 0.29% Reduce -8.4% 1,454 $437K
Balyasny Asset Management L.P. 0.00% Reduce -95.2% 1,449 $435K
Financial Advocates Investment Management 0.02% Add +2.2% 1,448 $435K
Net Worth Advisory Group 0.13% Add +0.3% 1,442 $433K
Brooklyn Investment Group 0.13% Add +2.1% 1,440 $433K
Clare Market Investments LLC 0.10% No change 1,435 $431K
Proficio Capital Partners LLC 0.04% New 1,435 $431K
Simmons Bank 0.03% Add +7.5% 1,435 $431K
Janney Capital Management LLC 0.03% Add +0.3% 1,422 $427K
Conning Inc. 0.02% Reduce -5.2% 1,421 $427K
D.B. Root & Company, LLC 0.14% New 1,419 $426K
Insigneo Advisory Services, LLC 0.04% Reduce -18.7% 1,408 $423K
Trust Point Inc. 0.03% Add +0.2% 1,400 $421K
Carr Financial Group Corp 0.13% No change 1,388 $417K
Annex Advisory Services, LLC 0.01% Add +2.2% 1,380 $415K
Magnolia Capital Advisors LLC 0.11% New 1,379 $414K
Kavar Capital Partners Group, LLC 0.07% New 1,379 $414K
Legacy Financial Advisors, Inc. 0.07% Reduce -3.8% 1,378 $414K
Forum Financial Management, LP 0.01% Reduce -5.2% 1,376 $413K
Ramirez Asset Management, Inc. 0.08% No change 1,371 $412K
Wealth Architects, LLC 0.05% Reduce -3.9% 1,367 $411K
LRI Investments, LLC 0.04% No change 1,363 $410K
Beacon Pointe Advisors, LLC 0.00% Reduce -41.7% 1,357 $408K
FFT Wealth Management LLC 0.03% New 1,355 $407K
Sava Infond d.o.o. 0.07% — 1,350 $406K
EverSource Wealth Advisors, LLC 0.02% Add +13.7% 1,348 $405K
Retirement Capital Strategies 0.15% Reduce -37.1% 1,335 $401K
PFG Investments, LLC 0.03% Add +0.3% 1,334 $401K
Certuity, LLC 0.04% Reduce -73.3% 1,312 $394K
Versor Investments LP 0.07% New 1,300 $391K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Reduce -8.3% 1,274 $383K
Gallacher Capital Management LLC 0.19% Add +1.6% 1,273 $382K
Kessler Investment Group, LLC 0.18% Reduce -87.9% 1,272 $382K
SageView Advisory Group, LLC 0.02% Add +22.0% 1,271 $382K
Zhang Financial LLC 0.02% New 1,269 $381K
Brandywine Oak Private Wealth LLC 0.04% Add +5.2% 1,262 $379K
Summit Financial, LLC 0.01% Reduce -3.9% 1,261 $379K
IFP Advisors, Inc 0.01% Reduce -9.6% 1,252 $378K
1900 Wealth Management LLC 0.03% Add +7.1% 1,256 $377K
Bowman & Co S.C. 0.19% New 1,243 $373K
Stonebrook Private Inc. 0.10% New 1,240 $373K
Tanager Wealth Management LLP 0.05% New 1,234 $371K
Simon Quick Advisors, LLC 0.02% Add +11.9% 1,234 $371K
BSW Wealth Partners 0.05% Add +8.3% 1,229 $369K
Strategic Blueprint, LLC 0.02% Add +33.7% 1,222 $367K
Level Four Advisory Services, LLC 0.01% New 1,211 $364K
Sage Mountain Advisors LLC 0.03% Add +14.0% 1,211 $364K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -20.8% 1,209 $363K
ICONIQ Capital, LLC 0.01% New 1,206 $362K
Lattice Capital Management, LLC 0.30% No change 1,200 $361K
Qtron Investments LLC 0.05% No change 1,199 $360K
McGlone Suttner Wealth Management, Inc. 0.06% Reduce -15.3% 1,191 $358K
Ascent Group, LLC 0.03% Reduce -15.8% 1,188 $357K
Wealthspire Advisors, LLC 0.00% Reduce -0.8% 1,181 $355K
Legacy Capital Wealth Partners, LLC 0.09% Add +31.8% 1,181 $355K
Financial Advisors Network, Inc. 0.06% — 1,169 $351K
Osborne Partners Capital Management, LLC 0.02% No change 1,164 $350K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% No change 1,161 $349K
Park Square Financial Group, LLC 0.24% — 1,158 $348K
Catalyst Financial Partners LLC 0.06% Add +6.7% 1,144 $344K
Accurate Wealth Management, LLC 0.07% Add +1.1% 1,144 $342K
Sentry Investment Management LLC 0.16% Reduce -14.0% 1,134 $341K
Marcum Wealth, LLC 0.03% Add +4.1% 1,123 $337K
Keudell/Morrison Wealth Management 0.09% Reduce -0.3% 1,120 $337K
Quotient Wealth Partners, LLC 0.01% Add +47.5% 1,118 $336K
Bradley Foster & Sargent Inc. 0.01% Add +1.4% 1,116 $335K
Catalina Capital Group, LLC 0.11% Add +1.3% 1,096 $329K
Prospera Financial Services Inc 0.01% Add +40.1% 1,094 $329K
ZEGA Investments, LLC 0.10% — 1,023 $328K
Keel Point, LLC 0.03% Add +32.7% 1,080 $324K
Mutual Advisors, LLC 0.01% Reduce -10.7% 1,080 $323K
IHT Wealth Management, LLC 0.01% Reduce -26.9% 1,072 $322K
Fulton Bank, N.A. 0.01% Reduce -0.5% 1,069 $321K
Lord, Abbett & Co. LLC 0.00% Reduce -24.7% 1,066 $320K
Wedbush Securities Inc. 0.01% Reduce -6.0% 1,061 $319K
Dudley Capital Management, LLC 0.16% Add +11.9% 1,061 $319K
Natixis Investment Managers International 0.02% Add +9.3% 1,059 $318K
L2 Asset Management, LLC 0.07% Reduce -2.0% 1,055 $317K
Leonteq Securities AG 0.03% Reduce -10.7% 1,053 $316K
Westmount Partners, LLC 0.10% No change 1,050 $315K
Ariadne Wealth Management, LP 0.14% Reduce -11.1% 1,031 $315K
AlphaQuest LLC 0.04% Reduce -67.7% 1,048 $315K
West Family Investments, Inc. 0.11% Reduce -3.1% 1,047 $315K
Petros Family Wealth, LLC 0.34% — 1,044 $314K
Oarsman Capital, Inc. 0.05% Add +3.8% 1,042 $313K
RiverFront Investment Group, LLC 0.01% New 1,041 $313K
Exencial Wealth Advisors, LLC 0.01% New 1,040 $313K
Resonant Capital Advisors, LLC 0.02% Add +5.9% 1,037 $312K
Malaga Cove Capital, LLC 0.12% Reduce -4.7% 1,030 $309K
Ausdal Financial Partners, Inc. 0.03% Reduce -8.5% 1,029 $309K
First Manhattan Co. Llc. 0.00% No change 1,025 $308K
Pinnacle Financial Partners Inc 0.01% Add +10.8% 1,022 $307K
HBK Sorce Advisory LLC 0.01% Add +0.9% 1,020 $306K
Tiemann Investment Advisors, LLC 0.14% Reduce -7.3% 1,020 $306K
Capital Analysts, LLC 0.01% Reduce -0.4% 1,018 $306K
Garde Capital, Inc. 0.02% No change 1,015 $305K
Kolinsky Wealth Management, LLC 0.19% Reduce -9.6% 1,015 $305K
Tobam 0.09% Reduce -18.1% 1,013 $304K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +28.5% 1,009 $303K
Concurrent Investment Advisors, LLC 0.01% Add +13.7% 1,004 $302K
Invictus Private Wealth, LLC 0.02% Reduce -13.8% 1,001 $301K
Venturi Wealth Management, LLC 0.01% Add +21.8% 1,000 $300K
Talbot Financial, LLC 0.04% New 1,000 $300K
Wealthcare Advisory Partners LLC 0.01% Add +25.0% 1,000 $300K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.1% 999 $300K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,032 $299K
Avantra Family Wealth, Inc. 0.28% — 994 $299K
Kingswood Wealth Advisors, LLC 0.02% Reduce -86.8% 993 $298K
Aaron Wealth Advisors LLC 0.03% Add +25.6% 992 $298K
Callan Capital, LLC 0.02% Reduce -4.7% 991 $298K
Seven Mile Advisory 0.19% Add +0.8% 988 $297K
Connecticut Wealth Management, LLC 0.01% Add +24.4% 985 $296K
Personal Cfo Solutions, LLC 0.06% Reduce -7.0% 981 $295K
Hills Bank & Trust Co 0.02% No change 968 $291K
Pinnacle Associates Ltd. 0.00% Reduce -3.8% 961 $289K
Center For Asset Management LLC 0.19% Reduce -0.4% 957 $288K
Holistic Financial Partners 0.14% New 949 $285K
Norden Group LLC 0.03% Add +2.4% 948 $285K
Graham Capital Management, L.P. 0.01% Reduce -50.1% 941 $283K
Cynosure Group, LLC 0.04% Reduce -47.8% 939 $282K
LVM Capital Management Ltd. 0.03% New 935 $281K
Drive Wealth Management, LLC 0.07% Reduce -0.8% 930 $279K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 930 $279K
Cutter & CO Brokerage, Inc. 0.07% No change 928 $279K
Grove Bank & Trust 0.04% Add +5.6% 925 $278K
Baldwin Wealth Partners LLC 0.02% Reduce -0.9% 916 $275K
Glass Wealth Management Co LLC 0.15% Add +5.8% 915 $275K
Alta Advisers Ltd 0.17% Add +14.1% 913 $274K
Sivia Capital Partners, LLC 0.14% Reduce -13.7% 911 $274K
Bingham Private Wealth, LLC 0.29% — 903 $271K
Consilio Wealth Advisors, LLC 0.11% Add +1.3% 894 $269K
Flagship Harbor Advisors, LLC 0.01% Reduce -7.3% 890 $267K
Blue Sky Capital Consultants Group, Inc. 0.16% — 888 $267K
Roundview Capital LLC 0.02% New 885 $266K
Curated Wealth Partners LLC 0.03% New 883 $265K
Flow Traders U.S. LLC 0.01% New 883 $265K
Dark Forest Capital Management LP 0.04% Reduce -65.1% 877 $264K
Empower Advisory Group, LLC 0.00% Add +4.9% 875 $263K
STAR Financial Bank 0.19% Reduce -45.6% 871 $262K
Ascentis Independent Advisors 0.05% Reduce -13.5% 859 $258K
Johnson Investment Counsel Inc. 0.00% Reduce -7.6% 854 $256K
Arjuna Capital 0.07% New 850 $255K
Cromwell Holdings LLC 0.15% Add +3.8% 849 $255K
UMB Bank, n.a. 0.00% Add +42.4% 846 $254K
Moss Adams Wealth Advisors LLC 0.03% New 844 $254K
Advisory Alpha, LLC 0.01% New 844 $254K
PGIM Custom Harvest LLC 0.00% Add +2.6% 842 $253K
International Assets Investment Management, LLC 0.02% Add +1.3% 848 $252K
M3 Advisory Group, LLC 0.18% Add +6.5% 838 $252K
Dunhill Financial, LLC 0.12% No change 833 $250K
Lion Street Advisors, LLC 0.08% New 831 $250K
Capital Advisors, Ltd. LLC 0.03% Add +0.5% 824 $248K
Private Trust Co. NA 0.03% Add +11.9% 820 $246K
Kirtland Hills Capital Management, LLC 0.16% New 819 $246K
Legacy Financial Strategies, LLC 0.05% Add +2.1% 824 $245K
Walleye Capital LLC 0.00% Reduce -98.5% 812 $244K
Portfolio Design Labs, LLC 0.05% New 802 $241K
Howard Bailey Securities, LLC 0.09% Reduce -4.1% 800 $240K
Leo Wealth, LLC 0.02% Add +2.6% 800 $240K
Allred Capital Management, LLC 0.09% New 796 $239K
Aureus Asset Management, LLC 0.02% No change 792 $238K
Clark Financial Services Group Inc. 0.18% Reduce -1.3% 789 $237K
Jane Street Group, LLC 0.00% Reduce -99.5% 783 $235K
Mgo One Seven LLC 0.01% Reduce -7.7% 781 $235K
Light Street Capital Management, LLC 0.05% New 780 $234K
Ellevest, Inc. 0.01% New 779 $234K
Jaffetilchin Investment Partners, LLC 0.02% No change 778 $234K
Cohen & Steers, Inc. 0.00% Add +5.7% 774 $233K
Arkadios Wealth Advisors 0.01% Add +3.2% 767 $231K
Falcon Wealth Planning 0.03% Reduce -6.5% 766 $230K
Ewa, LLC 0.09% Reduce -0.8% 764 $230K
Geller Advisors LLC 0.02% New 763 $229K
Crestwood Advisors Group, LLC 0.00% New 756 $227K
Western Wealth Management, LLC 0.01% Reduce -4.4% 755 $227K
Lifeworks Advisors, LLC 0.04% New 753 $226K
Blueshift Asset Management, LLC 0.08% Reduce -60.4% 753 $226K
Aventura Private Wealth, LLC 0.12% — 751 $226K
Texas Bank & Trust Co 0.09% — 750 $225K
Corundum Group, Inc. 0.08% Reduce -6.4% 747 $224K
West Bancorporation Inc. 0.15% New 746 $224K
LGL Partners, LLC 0.03% New 746 $224K
Secured Retirement Advisors, LLC 0.13% No change 744 $224K
Arete Wealth Advisors, LLC 0.02% New 738 $222K
Stevens Capital Management LP 0.09% New 737 $221K
Rossby Financial, LCC 0.14% — 732 $220K
Centaurus Financial, Inc. 0.01% Reduce -6.2% 728 $219K
CYBER HORNET ETFs LLC 0.21% New 726 $218K
Allianz SE 0.01% Reduce -11.8% 720 $217K
Convergence Investment Partners, LLC 0.05% New 721 $217K
JNBA Financial Advisors 0.02% No change 712 $214K
Relyea Zuckerberg Hanson LLC 0.03% New 708 $213K
Roth Financial Partners LLC 0.08% New 700 $210K
Everpar Advisors LLC 0.11% New 694 $209K
Schonfeld Strategic Advisors LLC 0.00% Reduce -97.5% 690 $207K
WPG Advisers, LLC 0.19% — 688 $207K
Empirical Asset Management, LLC 0.07% Reduce -12.2% 1,937 $206K
Planned Solutions, Inc. 0.08% No change 685 $206K
Spirepoint Private Client, LLC 0.03% New 685 $206K
Ignite Planners, LLC 0.04% New 675 $205K
Plancorp, LLC 0.01% New 680 $204K
Circle Wealth Management, LLC 0.00% New 679 $204K
Welch & Forbes LLC 0.00% New 678 $204K
Clarendon Private LLC 0.21% — 676 $203K
Koshinski Asset Management, Inc. 0.02% New 672 $202K
Blue Trust, Inc. 0.00% Reduce -85.9% 672 $202K
GM Advisory Group, LLC 0.01% Reduce -9.2% 670 $201K
Family Firm, Inc. 0.04% New 669 $201K
Morling Financial Advisors, LLC 0.07% New 667 $200K
Sunbelt Securities, Inc. 0.02% Reduce -10.2% 637 $192K
AdvisorNet Financial, Inc 0.02% Reduce -1.4% 621 $187K
Stance Capital LLC 0.12% — 620 $186K
Geneos Wealth Management Inc. 0.01% Reduce -0.5% 602 $181K
NBT Bank, N.A. 0.01% Reduce -21.9% 598 $180K
Parkside Financial Bank & Trust 0.02% Add +9.2% 572 $172K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +26.5% 539 $162K
Bleichroeder LP 0.04% No change 525 $158K
Whipplewood Advisors, LLC 0.09% — 522 $157K
Abound Wealth Management 0.05% Reduce -1.6% 503 $151K
Ravenstone Capital Management Inc. 0.09% New 500 $150K
Rialto Wealth Management, LLC 0.05% — 500 $150K
CoreCap Advisors, LLC 0.01% Reduce -75.7% 499 $150K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 472 $142K
Rothschild Investment LLC 0.01% Add +2.8% 472 $142K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +20.5% 470 $141K
Hexagon Capital Partners LLC 0.03% Reduce -5.1% 462 $139K
CVA Family Office, LLC 0.02% Add +19.4% 449 $135K
Evermay Wealth Management LLC 0.02% No change 444 $133K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -52.7% 442 $133K
Global Financial Private Client, LLC 0.05% Add +0.2% 435 $131K
Advisors Asset Management, Inc. 0.00% Reduce -15.1% 429 $129K
Salem Investment Counselors Inc. 0.00% Reduce -1.5% 403 $121K
Riverview Trust Co 0.11% No change 403 $121K
New Wave Wealth Advisors LLC 0.05% New 401 $120K
Westside Investment Management, Inc. 0.03% No change 400 $120K
Fourth Dimension Wealth, LLC 0.06% — 368 $111K
MPWM Advisory Solutions, LLC 0.08% — 363 $109K
Covestor Ltd 0.07% Reduce -12.3% 363 $109K
Wolff Wiese Magana LLC 0.07% Reduce -3.7% 339 $102K
Kestra Investment Management, LLC 0.00% New 332 $100K
Avior Wealth Management, LLC 0.00% Add +12.4% 326 $98K
Raleigh Capital Management Inc. 0.04% Add +3.3% 315 $95K
GHP Investment Advisors, Inc. 0.00% No change 313 $94K
MV Capital Management, Inc. 0.01% No change 306 $92K
Bell Investment Advisors, Inc 0.02% Reduce -1.4% 278 $84K
Sierra Ocean, LLC 0.06% — 262 $79K
Medallion Wealth Advisors, LLC 0.04% — 268 $78K
Clear Investment Research, LLC 0.10% No change 250 $75K
Coppell Advisory Solutions LLC 0.01% Add +179.6% 246 $74K
Hemington Wealth Management 0.02% Add +9.6% 240 $72K
Harbour Investments, Inc. 0.00% Add +33.0% 238 $72K
Elevation Wealth Partners, LLC 0.03% No change 237 $71K
Wintrust Investments LLC 0.06% Add +5.0% 233 $70K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 225 $68K
Ameriflex Group, Inc. 0.03% — 222 $66K
Berbice Capital Management LLC 0.05% — 215 $65K
Hoey Investments, Inc. 0.01% New 210 $63K
Clearstead Advisors, LLC 0.00% Add +36.6% 209 $63K
St Germain D J Co. Inc. 0.00% No change 200 $60K
Intact Investment Management Inc. 0.00% New 200 $60K
Financial Management Professionals, Inc. 0.01% Add +2.6% 198 $59K
Center for Financial Planning, Inc. 0.01% New 195 $59K
Zions Bancorporation, N.A. 0.00% Add +1.1% 190 $57K
Cranbrook Wealth Management, LLC 0.01% No change 180 $54K
Colonial Trust Co / SC 0.01% Reduce -4.8% 180 $54K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.1% 180 $54K
SouthState Bank Corp 0.00% No change 170 $51K
Synergy Investment Management, LLC 0.02% — 167 $50K
Prestige Wealth Management Group LLC 0.01% No change 166 $50K
Larson Financial Group LLC 0.00% Reduce -66.8% 166 $50K
Ofi Invest Asset Management 0.00% — 157 $46K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -99.2% 151 $45K
Rise Advisors, LLC 0.02% Add +2.7% 150 $45K
Physician Wealth Advisors, Inc. 0.01% New 144 $43K
Versant Capital Management, Inc 0.01% Add +164.2% 140 $42K
Manchester Capital Management LLC 0.00% Reduce -23.6% 139 $42K
GW&K Investment Management, LLC 0.00% Add +7.8% 138 $41K
Anchor Investment Management, LLC 0.00% No change 134 $40K
Avalon Trust Co 0.00% New 130 $39K
American National Bank & Trust 0.00% New 129 $39K
Plante Moran Financial Advisors, LLC 0.00% No change 129 $39K
High Note Wealth, LLC 0.01% New 127 $38K
Meeder Asset Management Inc. 0.00% Reduce -37.6% 126 $38K
Ancora Advisors LLC 0.00% Add +1400.0% 120 $36K
Union Savings Bank 0.02% No change 120 $36K
Armstrong Advisory Group, Inc. 0.00% No change 116 $35K
Caitlin John, LLC 0.02% No change 110 $33K
Harbor Investment Advisory, LLC 0.00% Add +4.8% 108 $32K
LGT Financial Advisors LLC 0.07% No change 103 $31K
MidAtlantic Capital Management, Inc. 0.02% No change 103 $31K
Park Place Capital Corp 0.01% No change 103 $31K
Fortitude Family Office, LLC 0.01% Reduce -13.7% 101 $30K
Missouri Trust & Investment Co 0.01% No change 100 $30K
Deseret Mutual Benefit Administrators 0.01% No change 98 $29K
Golden State Wealth Management, LLC 0.00% — 92 $28K
FWL Investment Management, LLC 0.01% No change 91 $27K
Creative Financial Designs Inc. 0.00% No change 90 $27K
RiverPark Advisors, LLC 0.02% Add +3.5% 88 $26K
Asset Dedication, LLC 0.00% No change 82 $25K
J.Safra Asset Management Corp 0.00% Add +53.9% 80 $24K
Canton Hathaway, LLC 0.01% No change 80 $24K
JFS Wealth Advisors, LLC 0.00% Reduce -24.8% 79 $24K
Rakuten Securities, Inc. 0.01% Reduce -50.9% 78 $23K
Trust Co. of Vermont 0.00% No change 75 $23K
Bartlett & Co. Wealth Management LLC 0.00% No change 74 $22K
True Wealth Design, LLC 0.01% Add +5.7% 74 $22K
Oliver Lagore Vanvalin Investment Group 0.01% Add +132.3% 72 $22K
Pathway Financial Advisers, LLC 0.01% Reduce -99.5% 70 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -37.4% 67 $20K
Chilton Capital Management LLC 0.00% Add +34.0% 67 $20K
ORG Partners LLC 0.00% No change 67 $20K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 65 $20K
Financial Gravity Companies, Inc. 0.00% New 65 $20K
Atala Financial Inc 0.01% — 64 $19K
Creekmur Asset Management LLC 0.00% Reduce -98.2% 55 $17K
Legacy Bridge, LLC 0.01% No change 54 $16K
Hazlett, Burt & Watson, Inc. 0.01% Add +31.6% 50 $16K
REAP Financial Group, LLC 0.00% Reduce -1.9% 52 $16K
Toth Financial Advisory Corp. 0.00% New 50 $15K
New Millennium Group LLC 0.01% No change 49 $15K
Stonebridge Financial Group, LLC 0.00% — 49 $15K
MCF Advisors LLC 0.00% Add +8.9% 49 $15K
Capital & Planning, LLC 0.01% — 48 $14K
Cetera Trust Company, N.A 0.01% No change 48 $14K
Private Wealth Management Group, LLC 0.01% Add +42.4% 47 $14K
Truvestments Capital LLC 0.00% No change 47 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 45 $14K
Raffa Wealth Management, LLC 0.00% Add +55.2% 45 $14K
Key Financial Inc 0.00% Add +18.4% 45 $14K
Security National Bank 0.00% New 45 $14K
Continuum Advisory, LLC 0.00% Add +15.4% 45 $14K
Sound Income Strategies, LLC 0.00% New 45 $14K
Summit Securities Group LLC 0.00% New 44 $13K
Beacon Capital Management, LLC 0.00% Reduce -36.2% 44 $13K
Murphy & Mullick Capital Management Corp 0.01% — 41 $12K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -6.8% 41 $12K
Independence Bank of Kentucky 0.00% No change 40 $12K
Nemes Rush Group LLC 0.00% No change 40 $12K
Fairscale Capital, LLC 0.01% No change 39 $12K
BankPlus Trust Department 0.00% — 37 $11K
Red Tortoise LLC 0.01% No change 36 $11K
Indiana Trust & Investment Management Co 0.00% No change 36 $11K
Arlington Trust Co LLC 0.00% No change 36 $11K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 34 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 34 $10K
Ranger Investment Management, L.P. 0.00% Reduce -29.2% 34 $10K
Davidson Capital Management Inc. 0.00% Reduce -5.7% 33 $10K
Glen Eagle Advisors, LLC 0.00% No change 33 $10K
Iron Horse Wealth Management, LLC 0.00% No change 32 $10K
Legacy Investment Solutions, LLC 0.01% Add +3.2% 32 $10K
Legacy Wealth Managment, LLC 0.01% Add +3.2% 32 $10K
Capital A Wealth Management, LLC 0.01% — 30 $9K
Quest 10 Wealth Builders, Inc. 0.01% — 30 $9K
NFSG Corp 0.00% New 30 $9K
Avion Wealth 0.00% Add +3.5% 30 $9K
FPC Investment Advisory, Inc. 0.01% New 29 $9K
FSA Wealth Management LLC 0.00% No change 28 $8K
Cornerstone Planning Group LLC 0.00% Reduce -9.7% 28 $8K
Sachetta, LLC 0.00% Reduce -7.1% 26 $8K
Valued Wealth Advisors LLC 0.00% Reduce -7.7% 24 $7K
Atlatl Advisers LLC 0.00% — 24 $7K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 24 $7K
SJS Investment Consulting Inc. 0.00% Add +228.6% 23 $7K
DT Investment Partners, LLC 0.00% No change 23 $7K
HM Payson & Co. 0.00% No change 23 $7K
Vermillion & White Wealth Management Group, LLC 0.00% No change 22 $7K
WealthCollab, LLC 0.00% No change 20 $6K
Fairway Wealth LLC 0.00% New 20 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 20 $6K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +850.0% 19 $6K
WealthTrak Capital Management LLC 0.00% — 19 $6K
First Pacific Financial 0.00% Reduce -36.7% 19 $6K
TFC Financial Management, Inc. 0.00% Reduce -40.6% 19 $6K
NewSquare Capital LLC 0.00% New 19 $6K
Hartford Financial Management Inc. 0.00% Reduce -45.5% 18 $5K
Godsey & Gibb, Inc. 0.00% No change 18 $5K
Cape Investment Advisory, Inc. 0.00% Add +28.6% 18 $5K
Aspect Partners, LLC 0.00% No change 17 $5K
Vermillion Wealth Management, Inc. 0.00% — 17 $5K
Cassady Schiller Wealth Management, LLC 0.00% New 17 $5K
Highline Wealth Partners LLC 0.00% Add +112.5% 17 $5K
Alaska Permanent Fund Corp 0.00% No change 17 $5K
Hollencrest Capital Management 0.00% No change 16 $5K
Minot DeBlois Advisors LLC 0.00% — 15 $5K
Core Alternative Capital 0.00% Add +7.1% 15 $5K
Carolinas Wealth Consulting LLC 0.00% Reduce -67.4% 14 $4K
Financial Network Wealth Advisors LLC 0.01% Reduce -17.6% 14 $4K
Clark Wealth Partners 0.00% — 14 $4K
Clean Yield Group 0.00% No change 14 $4K
Valley National Advisers Inc. 0.00% New 14 $4K
Ascentis Wealth Management, LLC 0.00% Reduce -31.6% 13 $4K
HighMark Wealth Management LLC 0.00% No change 12 $4K
Morse Asset Management, Inc 0.00% New 12 $4K
Lee Danner & Bass Inc. 0.00% New 11 $3K
North Star Investment Management Corp. 0.00% No change 11 $3K
Roxbury Financial LLC 0.00% — 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Van Hulzen Asset Management, LLC 0.00% New 10 $3K
Eastern Bank 0.00% No change 10 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 10 $3K
PayPay Securities Corp 0.10% New 8 $2K
Principia Wealth Advisory, LLC 0.00% — 8 $2K
Painted Porch Advisors LLC 0.00% New 8 $2K
Cherry Tree Wealth Management, LLC 0.00% Add +166.7% 8 $2K
Bellwether Advisors, LLC 0.00% New 8 $2K
Catherine Avery Investment Management LLC 0.00% — 7 $2K
Menard Financial Group LLC 0.00% Reduce -99.7% 7 $2K
Winch Advisory Services, LLC 0.00% New 7 $2K
McIlrath & Eck, LLC 0.00% New 7 $2K
First PREMIER Bank 0.00% No change 8 $2K
Riggs Asset Managment Co. Inc. 0.00% New 6 $2K
Addison Advisors LLC 0.00% New 5 $2K
BOK Financial Private Wealth, Inc. 0.00% New 5 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 5 $2K
SOA Wealth Advisors, LLC. 0.00% No change 5 $2K
Winnacle Wealth LLC 0.00% — 5 $1K
HHM Wealth Advisors, LLC 0.00% New 4 $1K
Bogart Wealth, LLC 0.00% New 4 $1K
Chesapeake Asset Management LLC 0.00% Add +100.0% 4 $1K
1620 Investment Advisors, Inc. 0.00% No change 4 $1K
AlphaMark Advisors, LLC 0.00% No change 3 $1K
Wood Tarver Financial Group, LLC 0.00% — 4 $1K
Parkworth Wealth Management, Inc. 0.00% — 3 $901
Lanark Financial, Inc. 0.08% — 2 $888
PEAK6 LLC 0.00% — 3 $821
Sugar Maple Asset Management, LLC 0.00% New 2 $601
JDM Financial Group LLC 0.00% No change 2 $601
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $601
Crewe Advisors LLC 0.00% Reduce -94.4% 2 $601
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $601
West Branch Capital LLC 0.00% No change 1 $301
Bruce G. Allen Investments, LLC 0.00% No change 1 $300
Activest Wealth Management 0.00% New 1 $300
Ruedi Wealth Management, Inc. 0.00% No change 1 $300

"% of holder's portfolio" is CDNS's weight in each manager's 13F, not the share of Cadence Design SYS Inc. the manager owns.