CDWCDW
13F holders, Q3 2025 (September 30)819holders −29
81new positions
108sold out
10famous investors
$159.24avg. 13F price*
At the end of Q3 2025, 819 institutions reported holding CDW Corp. (CDW) in their 13F filings, down 29 from Q2 2025. 81 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.9B) and State Street Corp. ($926.8M). 10 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- CDW Corp.
- Sector
- Consumer Discretionary
- CUSIP
- 12514G108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $173.5M |
| Exits | 108 | $394.1M |
All 13F filers, Q2 2025 → Q3 2025: 12,649,293 shares bought and 14,093,182 shares sold, net −1,443,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| Vanguard Group Inc. | 0.04% | Add +2.2% | 17,203,252 | $2.7B |
| BlackRock, Inc. | 0.03% | Add +8.3% | 12,017,630 | $1.9B |
| State Street Corp. | 0.03% | Reduce -0.4% | 5,818,709 | $926.8M |
| Select Equity Group, L.P. | 2.83% | Add +2.5% | 4,155,629 | $661.9M |
| Geode Capital Management, LLC | 0.04% | Add +1.3% | 3,678,079 | $584.6M |
| Boston Partners | 0.45% | Add +52.7% | 2,731,829 | $435.2M |
| Macquarie Group Ltd. | 0.50% | Reduce -11.1% | 2,669,333 | $425.2M |
| JPMorgan Chase & Co. | 0.03% | Add +75.2% | 2,644,666 | $421.2M |
| Longview Partners (Guernsey) LTD | 4.31% | Add +14.1% | 2,587,357 | $412.1M |
| Invesco Ltd. | 0.06% | Add +7.0% | 2,499,768 | $398.2M |
| Morgan Stanley | 0.02% | Reduce -55.3% | 2,374,940 | $378.3M |
| Mawer Investment Management Ltd. | 1.95% | Reduce -10.7% | 2,360,301 | $375.9M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -28.8% | 2,252,049 | $358.7M |
| Janus Henderson Group PLC | 0.15% | Add +3.5% | 2,071,305 | $329.9M |
| FIL Ltd | 0.22% | Reduce -22.4% | 1,787,295 | $284.7M |
| Neuberger Berman Group LLC | 0.19% | Reduce -3.6% | 1,662,637 | $264.8M |
| Perpetual Ltd | 3.15% | Add +42.2% | 1,593,035 | $253.7M |
| Allspring Global Investments Holdings, LLC | 0.40% | Add +26011.9% | 1,577,942 | $250.9M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -12.3% | 1,410,388 | $224.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.1% | 1,396,633 | $222.5M |
| D. E. Shaw & Co. | 0.18% | Add +31.9% | 1,338,305 | $213.2M |
| Northern Trust Corp. | 0.03% | Reduce -3.0% | 1,329,057 | $211.7M |
| Madison Asset Management, LLC | 2.28% | Reduce -2.1% | 1,296,175 | $206.5M |
| Bessemer Group Inc. | 0.28% | Reduce -0.3% | 1,144,220 | $182.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.2% | 1,142,997 | $182.1M |
| Fenimore Asset Management Inc | 3.64% | Add +0.4% | 1,141,082 | $181.8M |
| Fiduciary Management Inc. | 1.79% | Add +63.6% | 1,112,998 | $177.3M |
| FMR LLC | 0.01% | Reduce -16.3% | 944,783 | $150.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +68.7% | 937,062 | $149.3M |
| Capital World Investors | 0.02% | Add +0.6% | 869,226 | $138.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.0% | 864,886 | $137.8M |
| Legal & General Group Plc | 0.03% | Add +1.9% | 853,907 | $136.0M |
| Bank of America Corp. | 0.01% | Add +8.2% | 847,506 | $135.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.8% | 835,123 | $133.0M |
| Mondrian Investment Partners LTD | 2.15% | — | 809,064 | $128.9M |
| Wellington Management Group LLP | 0.02% | Reduce -18.2% | 786,984 | $125.4M |
| UBS Group AG | 0.02% | Add +58.1% | 763,810 | $121.7M |
| Amundi | 0.04% | Add +4.3% | 753,492 | $118.6M |
| Deutsche Bank AG | 0.04% | Add +17.0% | 738,608 | $117.6M |
| Royal Bank of Canada | 0.02% | Add +7.1% | 734,196 | $116.9M |
| Standard Investments LLC | 5.38% | No change | 685,000 | $109.1M |
| Black Creek Investment Management Inc. | 5.03% | Add +83.1% | 670,253 | $106.8M |
| First Trust Advisors LP | 0.08% | Add +8.9% | 662,400 | $105.5M |
| Holocene Advisors, LP | 0.23% | Reduce -69.0% | 625,951 | $99.7M |
| Marshall Wace, LLP | 0.11% | Add +255.7% | 599,248 | $95.4M |
| Thrivent Financial for Lutherans | 0.19% | Add +4.1% | 582,620 | $92.8M |
| Evercore Wealth Management, LLC | 1.17% | Reduce -0.1% | 501,141 | $79.8M |
| American Century Companies Inc. | 0.04% | Add +196.9% | 498,409 | $79.4M |
| Findlay Park Partners LLP | 0.75% | Reduce -1.8% | 451,026 | $71.8M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.6% | 444,620 | $70.8M |
| Natixis Advisors, LLC | 0.10% | Reduce -14.8% | 421,611 | $67.2M |
| California Public Employees Retirement System | 0.04% | Reduce -14.7% | 418,639 | $66.7M |
| Barclays PLC | 0.02% | Reduce -27.9% | 417,387 | $66.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 411,752 | $65.6M |
| Swiss National Bank | 0.04% | Reduce -4.9% | 379,500 | $60.4M |
| Voloridge Investment Management, LLC | 0.20% | Add +61.9% | 375,277 | $59.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.5% | 365,345 | $58.2M |
| EULAV Asset Management | 1.27% | Add +0.0% | 343,735 | $54.8M |
| Nuveen, LLC | 0.01% | Reduce -2.0% | 335,749 | $53.5M |
| HSBC Holdings PLC | 0.03% | Add +45.7% | 329,286 | $52.4M |
| HM Payson & Co. | 0.72% | Reduce -4.5% | 314,556 | $50.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.2% | 310,785 | $49.5M |
| Renaissance Technologies | 0.06% | Add +797.0% | 293,298 | $46.7M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -20.1% | 291,282 | $46.4M |
| Harris Associates (Oakmark Funds) | 0.07% | Add +38.2% | 274,550 | $43.7M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -6.3% | 274,259 | $43.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -82.5% | 272,026 | $43.3M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -4.9% | 270,192 | $43.0M |
| Baron Capital (BAMCO) | 0.11% | No change | 261,984 | $41.7M |
| Rhumbline Advisers | 0.03% | Reduce -1.4% | 253,952 | $40.4M |
| Royal London Asset Management Ltd. | 0.09% | Add +0.4% | 253,595 | $40.4M |
| Susquehanna International Group, LLP | 0.06% | Add +342.1% | 249,711 | $39.8M |
| Squarepoint Ops LLC | 0.08% | Add +366.8% | 247,678 | $39.5M |
| Alyeska Investment Group, L.P. | 0.12% | Reduce -12.3% | 240,898 | $38.4M |
| National Pension Service | 0.03% | Add +2.8% | 240,356 | $38.3M |
| Two Sigma Investments, LP | 0.06% | Add +859.6% | 237,378 | $37.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -14.7% | 236,418 | $37.7M |
| Local Pensions Partnership Investment Ltd | 0.63% | Add +5.0% | 231,176 | $36.8M |
| Schwartz Investment Counsel Inc. | 1.23% | Reduce -3.8% | 229,250 | $36.5M |
| California State Teachers Retirement System | 0.04% | Reduce -0.1% | 225,571 | $35.9M |
| ProShare Advisors LLC | 0.07% | Reduce -14.9% | 207,427 | $33.0M |
| Citadel Advisors | 0.03% | Add +102.5% | 206,254 | $32.9M |
| Bahl & Gaynor LLC | 0.16% | Reduce -6.2% | 203,531 | $32.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.0% | 203,058 | $32.3M |
| Border to Coast Pensions Partnership Ltd | 0.52% | New | 186,146 | $29.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -15.0% | 181,138 | $28.9M |
| Sei Investments Co. | 0.03% | Add +185.3% | 173,175 | $27.6M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Reduce -2.9% | 172,587 | $27.5M |
| Quantinno Capital Management LP | 0.07% | Add +55.8% | 164,653 | $26.2M |
| Crescent Grove Advisors, LLC | 2.45% | Reduce -0.0% | 160,710 | $25.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 159,998 | $25.5M |
| Atwood & Palmer Inc. | 1.47% | Reduce -0.1% | 157,533 | $25.1M |
| APG Asset Management N.V. | 0.07% | Reduce -1.5% | 182,505 | $24.7M |
| Citigroup Inc. | 0.02% | Reduce -27.5% | 154,716 | $24.6M |
| Frontier Capital Management Co. LLC | 0.22% | Reduce -19.2% | 153,456 | $24.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.7% | 150,209 | $23.9M |
| Cubist Systematic Strategies, LLC | 0.33% | New | 146,487 | $23.3M |
| Twinbeech Capital LP | 0.91% | Reduce -8.4% | 145,102 | $23.1M |
| Todd Asset Management LLC | 0.46% | Add +68.2% | 143,831 | $22.9M |
| Broad Run Investment Management, LLC | 3.35% | Reduce -3.4% | 128,518 | $20.5M |
| Aberdeen Group plc | 0.03% | Add +13.0% | 128,491 | $20.5M |
| Stifel Financial Corp. | 0.02% | Add +5.3% | 122,948 | $19.6M |
| Eventide Asset Management, LLC | 0.32% | Reduce -28.0% | 122,685 | $19.6M |
| Point72 Asset Management | 0.04% | New | 121,668 | $19.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -5.5% | 121,665 | $19.4M |
| Gateway Investment Advisers LLC | 0.19% | Reduce -0.3% | 120,663 | $19.2M |
| Wedgewood Partners Inc. | 3.50% | Add +3.8% | 120,524 | $19.2M |
| Bank of Montreal | 0.01% | Add +15.0% | 120,399 | $19.2M |
| Rafferty Asset Management, LLC | 0.06% | Add +7.2% | 120,120 | $19.1M |
| Gotham Asset Management | 0.08% | Add +28.1% | 113,483 | $18.1M |
| Millennium Management | 0.01% | Reduce -56.0% | 112,253 | $17.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +121.3% | 111,851 | $17.8M |
| Franklin Resources Inc. | 0.00% | Add +5.8% | 111,670 | $17.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +18.2% | 111,267 | $17.8M |
| Point72 (DIFC) Ltd | 1.21% | New | 109,551 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -62.4% | 107,821 | $17.2M |
| Teachers Retirement System of the State of Kentucky | 0.13% | Add +59.1% | 107,640 | $17.1M |
| Congress Asset Management Co. | 0.11% | Add +13.3% | 105,386 | $16.8M |
| AQR Capital Management | 0.01% | Add +142.4% | 102,237 | $16.3M |
| Makaira Partners LLC | 8.18% | Reduce -35.6% | 100,000 | $15.9M |
| Nicholas Company, Inc. | 0.27% | Add +0.0% | 99,405 | $15.8M |
| Aviva PLC | 0.03% | Add +0.9% | 99,354 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.8% | 97,047 | $15.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -12.2% | 96,908 | $15.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +4.1% | 94,300 | $15.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -9.0% | 93,728 | $14.9M |
| State of Wisconsin Investment Board | 0.03% | Add +5.9% | 93,542 | $14.9M |
| Acadian Asset Management LLC | 0.03% | Reduce -23.0% | 93,211 | $14.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -2.5% | 91,410 | $14.8M |
| Crossmark Global Holdings, Inc. | 0.22% | Add +578.5% | 92,532 | $14.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +8.9% | 91,904 | $14.6M |
| Engineers Gate Manager LP | 0.17% | Reduce -46.4% | 90,645 | $14.4M |
| FineMark National Bank & Trust | 0.44% | Reduce -1.5% | 84,756 | $13.5M |
| Danske Bank A/S | 0.03% | Add +13.6% | 83,795 | $13.3M |
| Toronto Dominion Bank | 0.03% | Add +34.3% | 83,309 | $13.3M |
| Vancity Investment Management Ltd | 1.68% | Reduce -3.8% | 79,304 | $12.6M |
| Distillate Capital Partners LLC | 0.65% | Reduce -1.2% | 79,160 | $12.6M |
| Teacher Retirement System of Texas | 0.05% | Add +26.8% | 78,940 | $12.6M |
| KLP Kapitalforvaltning As | 0.05% | Reduce -1.4% | 78,000 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Add +11.0% | 76,699 | $12.2M |
| Westwood Holdings Group Inc. | 0.09% | Add +332.5% | 76,594 | $12.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 76,556 | $12.2M |
| Prudential Financial Inc. | 0.01% | Reduce -1.0% | 76,178 | $12.1M |
| Mediolanum International Funds Ltd | 0.12% | Add +61.0% | 72,827 | $11.8M |
| Cardinal Capital Management, Inc. | 0.34% | Add +1.4% | 72,985 | $11.6M |
| BLI - Banque de Luxembourg Investments | 0.34% | No change | 71,500 | $11.6M |
| National Bank of Canada | 0.01% | Reduce -43.1% | 71,948 | $11.5M |
| Cabot Wealth Management Inc. | 1.25% | Add +0.0% | 71,020 | $11.3M |
| Jane Street Group, LLC | 0.01% | Reduce -26.0% | 69,317 | $11.0M |
| Exencial Wealth Advisors, LLC | 0.36% | Reduce -0.3% | 68,693 | $10.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.8% | 68,078 | $10.8M |
| Clio Asset Management LLC | 7.71% | Reduce -0.7% | 65,219 | $10.4M |
| TD Asset Management Inc | 0.01% | Reduce -1.3% | 64,111 | $10.2M |
| L1 Capital International Pty Ltd | 2.00% | Add +32.7% | 60,197 | $9.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -6.0% | 59,915 | $9.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.7% | 59,153 | $9.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 57,487 | $9.3M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -19.0% | 58,109 | $9.3M |
| Natixis | 0.05% | Add +27.4% | 57,850 | $9.2M |
| Swedbank AB | 0.01% | Add +23.9% | 56,282 | $9.0M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +1268.8% | 53,478 | $8.5M |
| Foyston, Gordon & Payne Inc | 1.84% | Add +30.9% | 52,732 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | New | 52,700 | $8.4M |
| NEOS Investment Management LLC | 0.06% | Add +74.1% | 51,596 | $8.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +11.3% | 51,556 | $8.2M |
| Tudor Investment Corporation | 0.05% | Reduce -32.1% | 51,097 | $8.1M |
| Brandywine Global Investment Management, LLC | 0.06% | New | 50,787 | $8.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.2% | 49,530 | $7.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Add +0.0% | 49,385 | $7.9M |
| Man Group plc | 0.02% | Add +636.0% | 49,367 | $7.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.09% | No change | 49,213 | $7.8M |
| AXA Investment Managers S.A. | 0.02% | — | 48,950 | $7.8M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -0.5% | 46,333 | $7.4M |
| Aquatic Capital Management LLC | 0.14% | Add +385.4% | 46,126 | $7.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +3.3% | 44,854 | $7.1M |
| Mader & Shannon Wealth Management, Inc. | 3.49% | Add +1.8% | 44,645 | $7.1M |
| Unison Asset Management LLC | 3.30% | No change | 44,338 | $7.1M |
| Credit Agricole S A | 0.02% | — | 43,067 | $6.9M |
| Point72 Hong Kong Ltd | 0.31% | New | 42,777 | $6.8M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -3.7% | 41,983 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Add +0.6% | 41,100 | $6.5M |
| CIBC Asset Management Inc | 0.02% | Add +0.0% | 40,998 | $6.5M |
| Litman Gregory Wealth Management LLC | 0.48% | Reduce -3.6% | 40,523 | $6.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -3.9% | 39,851 | $6.3M |
| Arizona State Retirement System | 0.03% | Add +0.8% | 38,797 | $6.2M |
| Nordwand Advisors, LLC | 0.98% | Add +0.3% | 38,632 | $6.2M |
| Lighthouse Investment Partners, LLC | 0.22% | New | 37,947 | $6.0M |
| Edgestream Partners, L.P. | 0.17% | New | 37,220 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -16.7% | 37,026 | $5.9M |
| Kepler Cheuvreux (Suisse) SA | 0.31% | — | 36,710 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -10.7% | 35,920 | $5.7M |
| Weitz Investment Management, Inc. | 0.31% | New | 35,650 | $5.7M |
| State of Michigan Retirement System | 0.03% | Reduce -1.1% | 35,445 | $5.6M |
| Daiwa Securities Group Inc. | 0.02% | Add +4.8% | 35,363 | $5.6M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +1.4% | 34,353 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Add +0.9% | 34,317 | $5.5M |
| Polar Asset Management Partners Inc. | 0.16% | Reduce -61.4% | 33,321 | $5.3M |
| Czech National Bank | 0.04% | Add +3.4% | 33,287 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.0% | 32,973 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -21.0% | 32,325 | $5.1M |
| First National Bank of Omaha | 0.32% | Reduce -2.8% | 32,237 | $5.1M |
| UniSuper Management Pty Ltd | 0.03% | Add +1.0% | 32,177 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -2.5% | 31,473 | $5.0M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -6.4% | 31,401 | $5.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +110.7% | 31,355 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -1.8% | 30,829 | $4.9M |
| Headlands Technologies LLC | 0.39% | Add +582.6% | 30,384 | $4.8M |
| Quadrature Capital Ltd | 0.06% | New | 30,307 | $4.8M |
| Trexquant Investment LP | 0.05% | Reduce -37.7% | 30,158 | $4.8M |
| Ossiam | 0.06% | Add +774.7% | 30,010 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Reduce -85.2% | 29,953 | $4.8M |
| Berger Financial Group, Inc | 0.28% | Add +0.7% | 29,846 | $4.8M |
| Insight Wealth Strategies, LLC | 0.56% | Add +13.9% | 29,795 | $4.7M |
| Kendall Capital Management | 1.06% | Add +1.6% | 29,620 | $4.7M |
| Storebrand Asset Management As | 0.01% | Reduce -12.7% | 29,005 | $4.6M |
| Logan Capital Management Inc. | 0.19% | Add +6.7% | 28,665 | $4.6M |
| ASR Vermogensbeheer N.V. | 0.06% | Add +1.8% | 28,580 | $4.6M |
| Voya Investment Management LLC | 0.01% | Reduce -28.8% | 28,280 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +730.6% | 28,184 | $4.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.1% | 27,958 | $4.5M |
| IFM Investors Pty Ltd | 0.04% | No change | 26,756 | $4.4M |
| DNB Asset Management AS | 0.02% | Add +6.7% | 27,362 | $4.4M |
| Creative Planning | 0.00% | Reduce -6.3% | 26,953 | $4.3M |
| ING Groep NV | 0.02% | Add +55.9% | 26,912 | $4.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -6.9% | 26,528 | $4.2M |
| GF Fund Management Co. LTD. | 0.08% | No change | 26,227 | $4.2M |
| Korea Investment CORP | 0.01% | Reduce -38.3% | 25,922 | $4.1M |
| Quantbot Technologies LP | 0.11% | New | 25,801 | $4.1M |
| Fifth Third Bancorp | 0.01% | Reduce -4.1% | 25,674 | $4.1M |
| Van Eck Associates Corp. | 0.00% | Add +2.0% | 25,412 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -1.9% | 25,156 | $4.0M |
| Forsta Ap-Fonden | 0.02% | Reduce -20.9% | 25,000 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +10.6% | 24,646 | $3.9M |
| Mariner, LLC | 0.01% | Reduce -26.1% | 24,510 | $3.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -9.4% | 24,475 | $3.9M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -7.1% | 24,361 | $3.9M |
| Sawyer & Company, Inc | 1.46% | Add +9.5% | 21,630 | $3.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -43.9% | 23,686 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.7% | 23,665 | $3.8M |
| Crawford Fund Management, LLC | 2.01% | New | 23,300 | $3.7M |
| Comerica Bank | 0.01% | Reduce -9.3% | 22,924 | $3.7M |
| CIBC Bancorp USA Inc. | 0.02% | — | 22,902 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.6% | 22,898 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.8% | 22,778 | $3.6M |
| USS Investment Management Ltd | 0.02% | No change | 22,397 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -7.6% | 22,391 | $3.6M |
| Entropy Technologies, LP | 0.27% | Add +1094.3% | 22,370 | $3.6M |
| KBC Group NV | 0.01% | Reduce -55.5% | 22,151 | $3.5M |
| Jump Financial, LLC | 0.05% | Add +178.4% | 21,733 | $3.5M |
| Utah Retirement Systems | 0.03% | Reduce -1.1% | 21,711 | $3.5M |
| Aigen Investment Management, LP | 0.53% | Add +168.3% | 21,655 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 21,492 | $3.4M |
| Xponance LLC | 0.03% | Reduce -6.5% | 21,361 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.3% | 21,185 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 20,886 | $3.3M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +17.3% | 20,839 | $3.3M |
| Seascape Capital Management | 0.95% | Add +5.7% | 20,807 | $3.3M |
| Tidal Investments LLC | 0.01% | Add +26.4% | 20,128 | $3.2M |
| Foster & Motley Inc. | 0.17% | Reduce -6.3% | 19,812 | $3.2M |
| Pacer Advisors, Inc. | 0.01% | Reduce -4.0% | 19,640 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +12.5% | 19,578 | $3.1M |
| Jain Global LLC | 0.04% | New | 19,374 | $3.1M |
| Southeast Asset Advisors, LLC | 0.33% | Add +10.3% | 19,297 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Reduce -3.0% | 19,190 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +11.6% | 19,130 | $3.0M |
| Ostrum Asset Management | 0.14% | Add +96.3% | 18,987 | $3.0M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -90.3% | 18,635 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.7% | 18,925 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -11.6% | 18,673 | $3.0M |
| Capitolis Liquid Global Markets LLC | 0.02% | Reduce -79.6% | 18,540 | $3.0M |
| US Bancorp \de | 0.00% | Reduce -7.1% | 18,526 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -16.7% | 17,761 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.3% | 17,654 | $2.8M |
| Graphene Investments SAS | 1.75% | No change | 17,400 | $2.8M |
| Knollwood Investment Advisory, LLC | 0.25% | Reduce -0.3% | 17,376 | $2.8M |
| Woodline Partners LP | 0.01% | Add +100.6% | 17,322 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -19.9% | 17,204 | $2.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -0.3% | 16,888 | $2.7M |
| Montag A & Associates Inc. | 0.12% | Add +0.1% | 16,776 | $2.7M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +3.8% | 16,678 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | No change | 16,500 | $2.6M |
| Intech Investment Management LLC | 0.02% | Add +33.7% | 16,258 | $2.6M |
| Bank of Nova Scotia | 0.00% | Add +17.4% | 16,166 | $2.6M |
| Shelton Capital Management | 0.05% | Reduce -3.4% | 15,187 | $2.4M |
| iA Global Asset Management Inc. | 0.03% | Reduce -0.5% | 15,180 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +32.1% | 15,008 | $2.4M |
| Hennessy Advisors Inc. | 0.08% | Add +1.8% | 15,003 | $2.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.2% | 14,972 | $2.4M |
| Delta Global Management LP | 0.17% | Add +6.7% | 14,640 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +15.7% | 14,540 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.1% | 14,322 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +8.8% | 14,220 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -5.9% | 14,205 | $2.3M |
| OP Asset Management Ltd | 0.03% | Add +5.2% | 14,138 | $2.3M |
| Bayesian Capital Management, LP | 0.46% | New | 14,100 | $2.2M |
| Hohimer Wealth Management, LLC | 0.31% | New | 13,982 | $2.2M |
| Tower Bridge Advisors | 0.23% | Reduce -12.7% | 13,972 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Add +10.1% | 13,723 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +60.4% | 13,719 | $2.2M |
| SVB Wealth LLC | 0.12% | Reduce -13.8% | 13,649 | $2.2M |
| Toth Financial Advisory Corp. | 0.23% | Reduce -9.4% | 13,215 | $2.1M |
| Atria Investments, Inc | 0.02% | Reduce -7.8% | 13,093 | $2.1M |
| Nordea Investment Management AB | 0.00% | Add +7.7% | 13,017 | $2.1M |
| Bokf, NA | 0.03% | Reduce -12.3% | 13,015 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 12,828 | $2.0M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.71% | Add +2.1% | 12,828 | $2.0M |
| Modern Wealth Management, LLC | 0.04% | Add +2.4% | 12,722 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Reduce -6.8% | 12,381 | $2.0M |
| Commerce Bank | 0.01% | Reduce -0.6% | 12,312 | $2.0M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -3.8% | 12,265 | $2.0M |
| Icon Advisers Inc. | 0.42% | No change | 11,800 | $1.9M |
| Two Sigma Securities, LLC | 0.28% | Add +807.4% | 11,714 | $1.9M |
| Profund Advisors LLC | 0.06% | Reduce -0.8% | 11,713 | $1.9M |
| Fox Run Management, L.L.C. | 0.29% | New | 11,524 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -8.7% | 11,487 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +2.1% | 11,473 | $1.8M |
| Norinchukin Bank, The | 0.02% | Reduce -1.4% | 11,429 | $1.8M |
| RBF Capital, LLC | 0.08% | Reduce -30.8% | 11,225 | $1.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 4,539 | $1.8M |
| Nomura Holdings Inc. | 0.01% | New | 11,050 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +12.1% | 11,039 | $1.8M |
| &partners | 0.01% | Add +36.9% | 10,879 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +57.2% | 10,823 | $1.7M |
| Oddo BHF Asset Management Sas | 0.07% | Reduce -3.5% | 10,732 | $1.7M |
| Mirabella Financial Services LLP | 0.15% | Add +164.7% | 10,721 | $1.7M |
| Qsemble Capital Management, LP | 0.16% | Reduce -70.6% | 10,451 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +77.9% | 10,158 | $1.6M |
| Lecap Asset Management Ltd. | 0.56% | New | 10,146 | $1.6M |
| Walleye Capital LLC | 0.01% | Reduce -77.4% | 10,097 | $1.6M |
| Advisory Research Inc. | 0.21% | Reduce -3.6% | 9,983 | $1.6M |
| BDF-Gestion | 0.19% | Reduce -17.2% | 9,969 | $1.6M |
| Mizuho Securities USA LLC | 0.03% | Add +5.0% | 9,546 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -98.5% | 9,771 | $1.6M |
| Avanza Fonder AB | 0.04% | No change | 9,611 | $1.5M |
| First National Advisers, LLC | 0.20% | Reduce -14.3% | 9,345 | $1.5M |
| South Dakota Investment Council | 0.03% | Reduce -4.1% | 9,255 | $1.5M |
| Schroder Investment Management Group | 0.00% | Reduce -3.5% | 9,027 | $1.5M |
| Azzad Asset Management Inc. | 0.14% | No change | 9,060 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Add +6.8% | 8,772 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 8,830 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +5.2% | 8,493 | $1.4M |
| FORA Capital, LLC | 0.24% | Reduce -50.3% | 8,421 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -16.1% | 8,389 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -4.0% | 8,260 | $1.3M |
| Shell Asset Management Co. | 0.13% | Reduce -32.5% | 8,166 | $1.3M |
| Compass Ion Advisors, LLC | 0.12% | Add +7.6% | 8,133 | $1.3M |
| Hixon Zuercher, LLC | 0.39% | Add +7.7% | 8,078 | $1.3M |
| Harvest Fund Management Co., Ltd | 0.05% | Add +7.4% | 8,044 | $1.3M |
| Versor Investments LP | 0.23% | Add +35.7% | 8,008 | $1.3M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -4.1% | 7,981 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +397.4% | 7,894 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -11.1% | 7,855 | $1.3M |
| XTX Topco Ltd | 0.06% | New | 7,773 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.4% | 7,674 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -33.1% | 7,601 | $1.2M |
| Romano Brothers and Company | 0.14% | Add +21.8% | 7,542 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +7.2% | 7,494 | $1.2M |
| One Wealth Advisors, LLC | 0.15% | Reduce -2.6% | 7,486 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 7,457 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 7,359 | $1.2M |
| Vinva Investment Management Ltd | 0.02% | New | 7,156 | $1.2M |
| Erste Asset Management GmbH | 0.01% | Reduce -4.9% | 7,126 | $1.2M |
| Achmea Investment Management B.V. | 0.01% | No change | 7,245 | $1.2M |
| Axq Capital, LP | 0.43% | New | 6,975 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -38.5% | 6,969 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -17.9% | 6,878 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.8% | 6,784 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -78.9% | 6,774 | $1.1M |
| Wallace Hart LLC | 0.79% | Reduce -2.8% | 6,764 | $1.1M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | No change | 6,001 | $1.1M |
| Pensionfund Sabic | 0.29% | No change | 6,725 | $1.1M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.04% | Add +45.6% | 6,700 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +21.4% | 6,600 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +3.8% | 6,517 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -3.1% | 6,499 | $1.0M |
| RiverPark Advisors, LLC | 0.79% | Reduce -4.1% | 6,454 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -1.9% | 6,430 | $1.0M |
| 111 Capital | 0.19% | Add +248.6% | 6,410 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -49.4% | 6,342 | $1.0M |
| Morningstar Investment Management LLC | 0.04% | New | 6,282 | $1.0M |
| Investment Management Corp of Ontario | 0.02% | Add +93.1% | 6,239 | $994K |
| Securian Asset Management, Inc. | 0.03% | Reduce -8.6% | 6,213 | $990K |
| Citizens & Northern Corp. | 0.24% | Reduce -7.5% | 6,196 | $987K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.8% | 6,127 | $976K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 6,009 | $957K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -4.8% | 5,950 | $948K |
| Pullen Investment Management, LLC | 0.51% | Add +0.8% | 5,943 | $947K |
| HB Wealth Management, LLC | 0.01% | Add +4.4% | 5,805 | $925K |
| Lido Advisors, LLC | 0.00% | Reduce -4.5% | 5,704 | $909K |
| Diversify Wealth Management, LLC | 0.05% | Add +6.1% | 5,834 | $903K |
| Ethic Inc. | 0.01% | Add +75.0% | 5,599 | $892K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +0.2% | 5,566 | $887K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.6% | 5,551 | $884K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -24.1% | 5,527 | $880K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -20.1% | 5,507 | $877K |
| Lazard Asset Management LLC | 0.00% | Reduce -4.8% | 5,420 | $863K |
| Glenmede Investment Management, LP | 0.00% | Reduce -90.5% | 5,273 | $840K |
| Allstate Corp. | 0.02% | New | 5,169 | $823K |
| Picton Mahoney Asset Management | 0.01% | Reduce -36.8% | 5,165 | $822K |
| Vident Advisory, LLC | 0.01% | Add +16.2% | 5,052 | $805K |
| Caprock Group, LLC | 0.02% | — | 4,819 | $798K |
| Polymer Capital Management (US) LLC | 0.11% | Add +156.3% | 4,977 | $793K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -19.2% | 4,878 | $777K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +4.8% | 4,877 | $777K |
| Resonant Capital Advisors, LLC | 0.04% | Reduce -3.8% | 4,823 | $768K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 4,798 | $764K |
| Cresset Asset Management, LLC | 0.00% | Add +11.2% | 4,751 | $757K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -96.5% | 4,710 | $750K |
| Quadrant Capital Group LLC | 0.02% | Add +13.3% | 4,708 | $750K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,679 | $745K |
| Gsa Capital Partners LLP | 0.06% | Add +80.1% | 4,630 | $737K |
| Empirical Finance, LLC | 0.04% | Add +0.9% | 4,614 | $735K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -20.1% | 4,554 | $725K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +4.1% | 4,443 | $708K |
| Metis Global Partners, LLC | 0.02% | Reduce -6.5% | 4,438 | $707K |
| Norris Perne & French LLP | 0.05% | Reduce -91.8% | 4,391 | $699K |
| iSAM Funds (UK) Ltd | 0.14% | Reduce -53.6% | 4,330 | $690K |
| Vest Financial, LLC | 0.01% | Add +64.2% | 4,329 | $690K |
| Simon Quick Advisors, LLC | 0.03% | Add +6.8% | 4,290 | $683K |
| APG Asset Management US Inc. | 0.00% | No change | 4,205 | $669K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.6% | 4,177 | $665K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -5.4% | 4,149 | $661K |
| Scientech Research LLC | 0.23% | New | 4,106 | $654K |
| Synovus Financial Corp. | 0.01% | Reduce -45.2% | 4,079 | $650K |
| Curi Capital, LLC | 0.01% | Reduce -8.3% | 4,076 | $649K |
| Vestcor Inc | 0.02% | No change | 4,052 | $645K |
| Cwm, LLC | 0.00% | Reduce -6.5% | 4,041 | $644K |
| Aaron Wealth Advisors LLC | 0.04% | Add +182.8% | 4,030 | $642K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -83.7% | 4,025 | $641K |
| CI Investments Inc. | 0.00% | Reduce -0.7% | 4,024 | $641K |
| Benchmark Investment Advisors LLC | 0.37% | — | 4,013 | $639K |
| Graham Capital Management, L.P. | 0.04% | Add +116.1% | 4,006 | $638K |
| Carnegie Investment Counsel | 0.01% | No change | 3,997 | $637K |
| Volterra Technologies LP | 0.42% | New | 3,993 | $636K |
| Fiduciary Trust Co | 0.01% | Add +0.4% | 3,977 | $633K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.2% | 3,919 | $624K |
| Empowered Funds, LLC | 0.01% | Reduce -81.1% | 3,837 | $611K |
| Salvus Wealth Management, LLC | 0.33% | Reduce -4.8% | 3,742 | $596K |
| GC Wealth Management RIA, LLC | 0.02% | Add +70.8% | 3,736 | $595K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.8% | 3,729 | $594K |
| Machina Capital S.A.S. | 0.10% | New | 3,659 | $583K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.9% | 3,622 | $577K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -10.8% | 3,594 | $572K |
| Hills Bank & Trust Co | 0.03% | Reduce -65.0% | 3,587 | $571K |
| Dynamic Technology Lab Private Ltd | 0.10% | Reduce -7.1% | 3,557 | $567K |
| Merit Financial Group, LLC | 0.01% | Reduce -19.7% | 3,550 | $565K |
| Blueshift Asset Management, LLC | 0.17% | New | 3,548 | $565K |
| Mufg Securities Americas Inc. | 0.04% | Add +21.1% | 3,535 | $563K |
| Abacus Planning Group, Inc. | 0.08% | Reduce -0.1% | 3,492 | $556K |
| Gallacher Capital Management LLC | 0.22% | New | 3,466 | $552K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -5.2% | 3,462 | $551K |
| China Universal Asset Management Co., Ltd. | 0.05% | Add +15.7% | 3,460 | $551K |
| Arax Advisory Partners | 0.01% | Add +689.9% | 3,444 | $549K |
| Mather Group, Llc. | 0.01% | Reduce -4.1% | 3,351 | $534K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -4.7% | 3,326 | $530K |
| Benin Management CORP | 0.12% | No change | 3,248 | $517K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -17.6% | 3,240 | $516K |
| Regions Financial Corp. | 0.00% | Reduce -30.2% | 3,217 | $512K |
| Bayforest Capital Ltd | 0.24% | New | 3,211 | $511K |
| GAMMA Investing LLC | 0.03% | Add +9.4% | 3,204 | $510K |
| Oak Thistle LLC | 0.08% | New | 3,194 | $509K |
| Riverwater Partners LLC | 0.21% | Add +70.5% | 3,184 | $507K |
| Acropolis Investment Management, LLC | 0.03% | Add +1.7% | 2,809 | $502K |
| STRS Ohio | 0.00% | Add +0.1% | 3,146 | $501K |
| Exchange Traded Concepts, LLC | 0.00% | Add +47.5% | 3,126 | $498K |
| Signaturefd, LLC | 0.01% | Reduce -0.8% | 3,111 | $496K |
| Farringdon Capital, Ltd. | 0.12% | Add +79.9% | 3,081 | $491K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -0.3% | 3,068 | $489K |
| WCM Investment Management, LLC | 0.00% | Add +3.6% | 3,005 | $488K |
| Centric Wealth Management | 0.11% | Reduce -7.9% | 3,055 | $487K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 3,017 | $481K |
| Ridgewood Investments LLC | 0.20% | Add +30.0% | 2,992 | $477K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -9.2% | 2,990 | $476K |
| GTS Securities LLC | 0.02% | New | 2,939 | $468K |
| City Holding Co. | 0.06% | Reduce -33.3% | 2,923 | $466K |
| Waverly Advisors, LLC | 0.00% | Add +23.4% | 2,898 | $462K |
| Hengehold Capital Management LLC | 0.04% | Add +2.4% | 2,884 | $459K |
| Laraway Financial Advisors Inc | 0.31% | No change | 2,845 | $453K |
| Wealth Alliance, LLC | 0.05% | Reduce -5.4% | 2,843 | $453K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 2,840 | $452K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,786 | $444K |
| Rice Hall James & Associates, LLC | 0.02% | Reduce -5.4% | 2,766 | $441K |
| Kathmere Capital Management, LLC | 0.03% | Add +24.8% | 2,763 | $440K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.2% | 2,754 | $439K |
| QRG Capital Management, Inc. | 0.01% | Reduce -71.2% | 2,733 | $435K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.4% | 2,726 | $434K |
| Burgundy Asset Management Ltd. | 0.00% | No change | 2,627 | $433K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.8% | 2,708 | $431K |
| Cedar Point Capital Partners, LLC | 0.28% | No change | 2,701 | $430K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -16.5% | 2,690 | $428K |
| Syon Capital LLC | 0.02% | Add +44.9% | 2,680 | $427K |
| Prudential PLC | 0.00% | No change | 2,654 | $423K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.3% | 2,634 | $420K |
| Brown Advisory Inc. | 0.00% | Add +30.1% | 2,617 | $417K |
| Choreo, LLC | 0.01% | Reduce -10.1% | 2,610 | $416K |
| SummitTX Capital, L.P. | 0.02% | New | 2,606 | $415K |
| Valley Wealth Managers, Inc. | 0.03% | Add +23.7% | 2,598 | $414K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,576 | $410K |
| Walter Public Investments Inc. | 0.07% | No change | 2,560 | $408K |
| Keybank National Association | 0.00% | Reduce -5.8% | 2,530 | $403K |
| MUFG Securities EMEA plc | 0.01% | Add +538.4% | 2,509 | $400K |
| Savant Capital, LLC | 0.00% | Reduce -1.9% | 2,507 | $399K |
| Candriam S.C.A. | 0.00% | Reduce -60.8% | 2,479 | $395K |
| Johnson Investment Counsel Inc. | 0.00% | Add +9.4% | 2,422 | $386K |
| Virtu Financial LLC | 0.02% | Reduce -86.5% | 2,407 | $383K |
| Camelot Portfolios, LLC | 0.22% | Add +30.9% | 2,376 | $378K |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 2,312 | $378K |
| Norden Group LLC | 0.04% | Reduce -2.7% | 2,370 | $378K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -15.0% | 2,340 | $373K |
| Studio Investment Management LLC | 0.07% | Add +3.9% | 2,321 | $370K |
| SCS Capital Management LLC | 0.00% | Reduce -23.2% | 2,309 | $368K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -46.6% | 2,288 | $364K |
| Procyon Advisors, LLC | 0.02% | No change | 2,284 | $364K |
| Cynosure Group, LLC | 0.04% | No change | 2,245 | $358K |
| Greenleaf Trust | 0.00% | Reduce -8.5% | 2,231 | $355K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.6% | 2,209 | $352K |
| Jacobi Capital Management LLC | 0.02% | Add +17.1% | 2,203 | $351K |
| UMB Bank, n.a. | 0.01% | Reduce -2.4% | 2,183 | $348K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -38.4% | 2,165 | $345K |
| Stevens Capital Management LP | 0.05% | Reduce -19.8% | 2,145 | $342K |
| Diversify Advisory Services, LLC | 0.01% | Add +8.6% | 2,200 | $341K |
| AlphaQuest LLC | 0.02% | Reduce -35.8% | 2,112 | $336K |
| Proficio Capital Partners LLC | 0.02% | Reduce -22.1% | 2,111 | $336K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -5.9% | 2,099 | $334K |
| Glenview Trust Co | 0.01% | Reduce -8.9% | 2,095 | $334K |
| Vestor Capital, LLC | 0.02% | Reduce -94.4% | 2,079 | $331K |
| denkapparat Operations GmbH | 0.21% | No change | 2,064 | $329K |
| Forum Financial Management, LP | 0.00% | Add +20.1% | 2,060 | $328K |
| Horizon Investments, LLC | 0.00% | Reduce -1.1% | 2,052 | $327K |
| Magnetar Financial LLC | 0.00% | Reduce -96.0% | 2,048 | $326K |
| DF Dent & Co. Inc. | 0.00% | Reduce -71.1% | 2,028 | $323K |
| Flputnam Investment Management Co. | 0.00% | Add +11.5% | 2,020 | $322K |
| IFP Advisors, Inc | 0.01% | Reduce -14.8% | 2,019 | $322K |
| World Investment Advisors | 0.01% | Reduce -0.4% | 2,017 | $321K |
| ICICI Prudential Asset Management Co Ltd | 0.03% | Add +21.9% | 2,012 | $320K |
| Portside Wealth Group, LLC | 0.04% | Reduce -1.0% | 2,004 | $319K |
| STF Management LP | 0.12% | Reduce -2.9% | 1,998 | $318K |
| Wolverine Asset Management LLC | 0.02% | No change | 1,988 | $317K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -8.2% | 2,021 | $316K |
| Citizens Financial Group Inc. | 0.00% | Add +15.6% | 1,974 | $314K |
| Dark Forest Capital Management LP | 0.01% | New | 1,967 | $313K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -5.2% | 1,954 | $311K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 1,949 | $310K |
| Fiduciary Family Office, LLC | 0.09% | Reduce -11.7% | 1,940 | $309K |
| NewEdge Wealth, LLC | 0.00% | New | 2,108 | $308K |
| Voleon Capital Management LP | 0.01% | New | 1,911 | $304K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,901 | $303K |
| Numerai GP LLC | 0.04% | New | 1,897 | $302K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -7.3% | 1,889 | $301K |
| Argonautica Private Wealth Management, Inc. | 0.09% | Add +1.6% | 1,885 | $300K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,830 | $297K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 1,859 | $296K |
| Baker Tilly Wealth Management, LLC | 0.07% | New | 1,850 | $295K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 1,448 | $292K |
| Franklin Street Advisors Inc. | 0.02% | New | 1,819 | $290K |
| CENTRAL TRUST Co | 0.01% | Reduce -14.6% | 1,810 | $288K |
| Hilltop Holdings Inc. | 0.02% | Add +8.0% | 1,804 | $287K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.1% | 1,794 | $286K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Reduce -7.6% | 1,774 | $283K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.7% | 1,755 | $280K |
| Delta Investment Management, LLC | 0.05% | Reduce -8.5% | 1,753 | $279K |
| Baker Avenue Asset Management, LP | 0.01% | Add +27.1% | 1,747 | $278K |
| VestGen Advisors, LLC | 0.01% | Add +5.3% | 1,739 | $277K |
| State of Wyoming | 0.03% | Add +306.1% | 1,730 | $276K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.9% | 1,727 | $275K |
| Tema ETFs LLC | 0.02% | New | 1,723 | $274K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.6% | 1,713 | $273K |
| Assetmark, Inc. | 0.00% | Reduce -78.3% | 1,713 | $273K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,650 | $263K |
| DAVENPORT & Co LLC | 0.00% | Add +3.6% | 1,647 | $262K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,645 | $262K |
| United Bank | 0.09% | Reduce -36.9% | 1,632 | $260K |
| MQS Management LLC | 0.15% | New | 1,621 | $258K |
| Stone Run Capital, LLC | 0.10% | Add +22.3% | 1,620 | $258K |
| Stephens Inc. | 0.00% | Reduce -18.5% | 1,594 | $254K |
| Inscription Capital, LLC | 0.03% | New | 1,562 | $249K |
| NorthRock Partners, LLC | 0.00% | Reduce -3.9% | 1,546 | $246K |
| Trust Asset Management LLC | 0.02% | No change | 1,541 | $245K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -1.8% | 1,528 | $243K |
| Cibc World Market Inc. | 0.00% | New | 1,519 | $242K |
| Bay Capital Advisors, LLC | 0.16% | No change | 1,501 | $239K |
| Wedbush Securities Inc. | 0.01% | Reduce -31.5% | 1,486 | $237K |
| Callan Family Office, LLC | 0.01% | Add +1.5% | 1,460 | $233K |
| Eisler Capital Management Ltd. | 0.01% | New | 1,460 | $233K |
| Prospera Financial Services Inc | 0.00% | Add +9.8% | 1,459 | $232K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.8% | 1,452 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 1,447 | $230K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +0.1% | 1,428 | $227K |
| Heritage Trust Co | 0.02% | No change | 1,415 | $225K |
| Private Trust Co. NA | 0.02% | Reduce -15.3% | 1,406 | $224K |
| R Squared Ltd | 0.10% | New | 1,400 | $223K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,396 | $222K |
| Patton Fund Management, Inc. | 0.04% | No change | 1,394 | $222K |
| Smartleaf Asset Management LLC | 0.01% | Add +49.6% | 1,357 | $220K |
| Ergawealth Advisors, Inc. | 0.10% | Add +4.7% | 1,373 | $219K |
| Quotient Wealth Partners, LLC | 0.01% | Add +6.0% | 1,370 | $218K |
| Orrstown Financial Services Inc. | 0.04% | No change | 1,360 | $217K |
| AlphaCore Capital LLC | 0.01% | Add +12.3% | 1,359 | $216K |
| Smithfield Trust Co | 0.01% | Reduce -4.8% | 1,365 | $216K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -6.9% | 1,354 | $216K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,383 | $215K |
| Nicolet Bankshares Inc. | 0.03% | Reduce -52.9% | 1,348 | $215K |
| OneAscent Investment Solutions LLC | 0.23% | Reduce -40.8% | 1,342 | $214K |
| PDS Planning, Inc | 0.01% | Reduce -16.1% | 1,325 | $211K |
| Huntington National Bank | 0.00% | Reduce -7.0% | 1,325 | $211K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -21.4% | 1,311 | $209K |
| Board of the Pension Protection Fund | 0.20% | New | 1,300 | $207K |
| Cigna Investments Inc. | 0.03% | No change | 1,302 | $207K |
| MASTERINVEST Kapitalanlage GmbH | 0.02% | New | 1,298 | $207K |
| Claret Asset Management Corp | 0.02% | Reduce -1.4% | 1,293 | $206K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.8% | 1,282 | $204K |
| Groesbeck Investment Management Corp. | 0.40% | Reduce -89.2% | 1,272 | $203K |
| Vise Technologies, Inc. | 0.01% | Reduce -14.3% | 1,261 | $201K |
| Sharkey, Howes & Javer | 0.03% | No change | 1,259 | $201K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -1.0% | 1,197 | $191K |
| RMG Wealth Management LLC | 0.03% | Add +11.4% | 1,149 | $184K |
| Arcadia Investment Management Corp. | 0.02% | No change | 1,000 | $159K |
| Caldwell Trust Co | 0.01% | No change | 990 | $158K |
| MAI Capital Management | 0.00% | Reduce -13.9% | 933 | $149K |
| Blue Trust, Inc. | 0.00% | Add +17.2% | 932 | $148K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.9% | 931 | $148K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.7% | 911 | $145K |
| Principal Securities, Inc. | 0.00% | Add +3.5% | 898 | $143K |
| AdvisorNet Financial, Inc | 0.01% | No change | 878 | $140K |
| Point72 Europe (London) LLP | 0.01% | Reduce -98.7% | 845 | $135K |
| PFS Partners, LLC | 0.06% | No change | 841 | $134K |
| Westpac Banking Corp. | 0.01% | Reduce -44.9% | 773 | $123K |
| Ancora Advisors LLC | 0.00% | No change | 771 | $123K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 762 | $121K |
| Steph & Co. | 0.04% | Add +8.4% | 750 | $119K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 732 | $115K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.9% | 702 | $112K |
| CX Institutional | 0.00% | Reduce -43.7% | 680 | $108K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 663 | $106K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -40.8% | 658 | $105K |
| Rothschild Investment LLC | 0.01% | Reduce -0.3% | 593 | $94K |
| Spire Wealth Management | 0.00% | Add +0.2% | 516 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | Add +77.2% | 505 | $80K |
| Tompkins Financial Corp. | 0.01% | No change | 500 | $80K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.14% | No change | 499 | $79K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -47.0% | 499 | $79K |
| Trust Co. of Toledo NA | 0.01% | Reduce -34.4% | 495 | $79K |
| Capital Analysts, LLC | 0.00% | Add +68.5% | 487 | $78K |
| Covestor Ltd | 0.04% | Add +87.9% | 483 | $77K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.7% | 462 | $74K |
| Avalon Trust Co | 0.00% | New | 456 | $73K |
| Whittier Trust Co. | 0.00% | No change | 450 | $72K |
| Leonteq Securities AG | 0.00% | Add +46.4% | 407 | $65K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $63K |
| Legacies Wealth LLC | 0.04% | No change | 394 | $63K |
| Salomon & Ludwin, LLC | 0.01% | Add +57.1% | 377 | $60K |
| MCF Advisors LLC | 0.00% | No change | 374 | $60K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +6.0% | 370 | $59K |
| Quent Capital, LLC | 0.00% | New | 360 | $57K |
| CYBER HORNET ETFs LLC | 0.04% | Add +2.9% | 354 | $56K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 333 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -93.0% | 329 | $52K |
| Larson Financial Group LLC | 0.00% | Reduce -0.3% | 325 | $52K |
| Quarry LP | 0.01% | Add +163.1% | 321 | $51K |
| Cromwell Holdings LLC | 0.03% | Add +2.6% | 314 | $50K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.5% | 312 | $50K |
| Global X Japan Co., Ltd. | 0.00% | Add +7.8% | 303 | $48K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -0.3% | 302 | $48K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.7% | 300 | $48K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +47.1% | 300 | $48K |
| SJS Investment Consulting Inc. | 0.01% | Add +187.5% | 299 | $48K |
| Eastern Bank | 0.00% | Reduce -34.8% | 296 | $47K |
| Sentry Investment Management LLC | 0.03% | Reduce -25.9% | 286 | $45K |
| Zions Bancorporation, National Association | 0.00% | Reduce -36.0% | 263 | $42K |
| Pilgrim Partners Asia Pte Ltd | 0.02% | — | 260 | $41K |
| Versant Capital Management, Inc | 0.01% | Add +4.9% | 257 | $41K |
| Kimelman & Baird, LLC | 0.00% | No change | 250 | $40K |
| Allworth Financial LP | 0.00% | Reduce -30.5% | 235 | $37K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 232 | $37K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.0% | 228 | $36K |
| Osterweis Capital Management Inc. | 0.00% | Reduce -17.2% | 217 | $35K |
| Pandora Wealth, Inc. | 0.02% | No change | 200 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $32K |
| Horizon Bancorp Inc. | 0.01% | Reduce -8.1% | 192 | $31K |
| Orion Capital Management LLC | 0.01% | No change | 173 | $28K |
| Adirondack Trust Co. | 0.01% | New | 170 | $27K |
| Root Financial Partners, LLC | 0.00% | New | 163 | $26K |
| Central Pacific Bank - Trust Division | 0.00% | Add +17.4% | 162 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 161 | $26K |
| J.Safra Asset Management Corp | 0.00% | No change | 161 | $26K |
| Oakworth Capital, Inc. | 0.00% | No change | 160 | $25K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +6.0% | 159 | $25K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 157 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +77.0% | 154 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 155 | $25K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | Add +565.2% | 153 | $24K |
| Clearstead Trust, LLC | 0.00% | Reduce -32.9% | 143 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 137 | $22K |
| Fortitude Family Office, LLC | 0.01% | Add +4.1% | 127 | $20K |
| NBT Bank, N.A. | 0.00% | Reduce -2.3% | 126 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 121 | $19K |
| GW&K Investment Management, LLC | 0.00% | Reduce -3.3% | 119 | $19K |
| Johnson Financial Group, Inc. | 0.00% | Add +1.7% | 119 | $19K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 119 | $19K |
| Hemington Wealth Management | 0.00% | Reduce -6.4% | 117 | $18K |
| TFC Financial Management, Inc. | 0.00% | No change | 109 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -12.4% | 106 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -57.5% | 104 | $17K |
| Tsfg, LLC | 0.00% | No change | 102 | $16K |
| Costello Asset Management, INC | 0.01% | No change | 100 | $16K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 100 | $16K |
| True Wealth Design, LLC | 0.00% | Add +237.9% | 98 | $16K |
| Tripletail Wealth Management, LLC | 0.02% | New | 99 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 97 | $15K |
| Solstein Capital, LLC | 0.01% | Reduce -30.2% | 97 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -56.5% | 97 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 96 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 95 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 96 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +151.3% | 93 | $15K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 92 | $15K |
| TD Private Client Wealth LLC | 0.00% | Reduce -96.7% | 90 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 94 | $14K |
| Raiffeisen Bank International AG | 0.00% | New | 86 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 86 | $14K |
| First Horizon Corp. | 0.00% | — | 82 | $13K |
| Rise Advisors, LLC | 0.00% | Add +5.1% | 82 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 81 | $13K |
| DT Investment Partners, LLC | 0.00% | No change | 80 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 78 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.6% | 74 | $12K |
| Stone House Investment Management, LLC | 0.00% | Reduce -21.1% | 71 | $11K |
| SouthState Bank Corp | 0.00% | Reduce -50.7% | 70 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Add +7.9% | 68 | $11K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -20.5% | 66 | $11K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 63 | $10K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 59 | $10K |
| LRI Investments, LLC | 0.00% | New | 62 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $10K |
| Manchester Capital Management LLC | 0.00% | Add +23.4% | 58 | $9K |
| CVA Family Office, LLC | 0.00% | Add +11.8% | 57 | $9K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -89.1% | 56 | $9K |
| Activest Wealth Management | 0.00% | Add +3.9% | 53 | $8K |
| MV Capital Management, Inc. | 0.00% | No change | 52 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 51 | $8K |
| Rossby Financial, LCC | 0.00% | Add +63.3% | 49 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -36.1% | 46 | $7K |
| Summit Securities Group LLC | 0.00% | New | 44 | $7K |
| Westside Investment Management, Inc. | 0.00% | New | 43 | $7K |
| Proffitt & Goodson Inc. | 0.00% | New | 41 | $7K |
| Colonial Trust Co / SC | 0.00% | Reduce -24.1% | 41 | $6K |
| Centerpoint Advisors, LLC | 0.00% | No change | 35 | $6K |
| Essential Partners LLC | 0.00% | Add +12.1% | 37 | $6K |
| Sachetta, LLC | 0.00% | No change | 34 | $5K |
| SRH Advisors, LLC | 0.00% | No change | 34 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 33 | $5K |
| Abound Wealth Management | 0.00% | Add +22.2% | 33 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 36 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $5K |
| Howard Hughes Medical Institute | 0.00% | No change | 28 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +40.0% | 28 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 25 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 24 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 23 | $4K |
| Truvestments Capital LLC | 0.00% | New | 23 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 23 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 22 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 22 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 21 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 19 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 19 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 18 | $3K |
| City State Bank | 0.00% | No change | 18 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +45.5% | 16 | $3K |
| CNB Bank | 0.00% | No change | 16 | $3K |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $2K |
| Kilter Group LLC | 0.00% | Reduce -28.6% | 15 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +50.0% | 15 | $2K |
| Caitlin John, LLC | 0.00% | New | 15 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -18.8% | 13 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -7.1% | 13 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 13 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 13 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 15 | $2K |
| Avion Wealth | 0.00% | Reduce -28.6% | 15 | $2K |
| TD Capital Management LLC | 0.00% | No change | 12 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| United Community Bank | 0.00% | New | 11 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 10 | $2K |
| Aspect Partners, LLC | 0.00% | New | 10 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 10 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 10 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 8 | $1K |
| ORG Partners LLC | 0.00% | Reduce -94.9% | 8 | $1K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -70.8% | 7 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -14.3% | 6 | $955 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -44.4% | 5 | $797 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $796 |
| Tortoise Investment Management, LLC | 0.00% | No change | 5 | $796 |
| American Capital Advisory, LLC | 0.00% | No change | 4 | $638 |
| Sittner & Nelson, LLC | 0.00% | No change | 4 | $637 |
| Bare Financial Services, Inc | 0.00% | No change | 4 | $637 |
| Dunhill Financial, LLC | 0.00% | Reduce -25.0% | 3 | $502 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 3 | $491 |
| Retirement Wealth Solutions LLC | 0.00% | New | 3 | $478 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -40.0% | 3 | $478 |
| Nvwm, LLC | 0.00% | No change | 3 | $478 |
| ESL Trust Services, LLC | 0.00% | New | 3 | $478 |
| WestEnd Advisors, LLC | 0.00% | Add +50.0% | 3 | $478 |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -97.0% | 3 | $478 |
| Hughes Financial Services, LLC | 0.00% | Reduce -66.7% | 3 | $430 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $335 |
| Seneschal Advisors, LLC | 0.00% | New | 2 | $319 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $318 |
| Davis Capital Management | 0.00% | — | 1 | $159 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $159 |
| IMA Advisory Services, Inc. | 0.00% | Reduce -50.0% | 1 | $159 |
| Y.D. More Investments Ltd | 0.00% | New | 35 | $17 |
"% of holder's portfolio" is CDW's weight in each manager's 13F, not the share of CDW Corp. the manager owns.