Citizens Financial GroupCFG

13F holders, Q3 2025 (September 30)
861holders +55
134new positions
75sold out
11famous investors
$53.15avg. 13F price*

At the end of Q3 2025, 861 institutions reported holding Citizens Financial Group (CFG) in their 13F filings, up 55 from Q2 2025. 134 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.3B) and Capital World Investors ($2.0B). 11 famous investors held it, including David Tepper (0.4% of Appaloosa's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Citizens Financial Group
Sector
Finance
CUSIP
174610105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 719Q1 2024Q2 2024: 762Q2 2024Q3 2024: 800Q3 2024Q4 2024: 821Q4 2024Q1 2025: 831Q1 2025Q2 2025: 806Q2 2025Q3 2025: 861Q3 2025Q4 2025: 967Q4 2025Q1 2026: 1,024Q1 2026Q2 2026: 1,100Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions134$834.4M
Exits75$57.4M

All 13F filers, Q2 2025 → Q3 2025: 29,688,229 shares bought and 33,645,340 shares sold, net −3,957,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 861 holders

Vanguard Group Inc. 0.04% Reduce -0.7% 51,187,504 $2.7B
BlackRock, Inc. 0.04% Reduce -6.5% 43,851,199 $2.3B
Capital World Investors 0.27% Add +1.7% 37,289,711 $2.0B
Invesco Ltd. 0.20% Add +1.7% 24,064,513 $1.3B
State Street Corp. 0.04% Reduce -1.3% 22,969,833 $1.2B
Geode Capital Management, LLC 0.04% Add +0.6% 11,328,878 $599.8M
Morgan Stanley 0.04% Add +1.2% 10,919,196 $580.5M
Hotchkis & Wiley Capital Management LLC 1.22% Reduce -13.1% 7,406,935 $393.8M
Charles Schwab Investment Management Inc. 0.06% Reduce -1.2% 6,840,904 $363.7M
Fuller & Thaler Asset Management, Inc. 1.23% Reduce -37.0% 6,798,187 $361.4M
Nordea Investment Management AB 0.31% Add +4.9% 6,715,372 $353.4M
LSV Asset Management 0.75% Reduce -2.9% 6,375,260 $338.9M
Capital International Investors 0.05% Add +2.4% 6,047,378 $321.5M
Ninety One UK Ltd 0.67% New 5,811,616 $308.9M
Royal Bank of Canada 0.05% Reduce -4.9% 5,178,755 $275.3M
AQR Capital Management 0.17% Reduce -19.0% 4,923,509 $261.7M
Dimensional Fund Advisors LP 0.05% Reduce -1.3% 4,812,101 $255.8M
Wellington Management Group LLP 0.04% Add +2.1% 4,738,287 $251.9M
Northern Trust Corp. 0.03% Reduce -1.2% 4,594,789 $244.3M
Goldman Sachs Group Inc. 0.03% Reduce -11.7% 4,403,124 $234.1M
Bank of America Corp. 0.02% Reduce -19.5% 3,983,159 $211.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -23.3% 3,355,609 $178.4M
Bank of New York Mellon Corp 0.03% Reduce -1.1% 3,288,013 $174.8M
Legal & General Group Plc 0.03% Add +1.0% 2,821,237 $150.0M
UBS Group AG 0.03% Add +8.4% 2,536,030 $134.8M
FMR LLC 0.01% Add +1.4% 2,516,110 $133.8M
Victory Capital Management Inc. 0.08% Add +9.7% 2,498,786 $133.7M
Deutsche Bank AG 0.04% Add +41.0% 2,343,227 $124.6M
HoldCo Asset Management, LP 11.70% No change 2,086,288 $110.9M
Zurich Insurance Group Ltd 0.79% Add +326.3% 2,082,961 $110.7M
Swedbank AB 0.10% Add +40.9% 1,905,704 $101.3M
JPMorgan Chase & Co. 0.01% Reduce -41.8% 1,806,646 $96.0M
HSBC Holdings PLC 0.06% Reduce -27.0% 1,805,546 $95.8M
Los Angeles Capital Management LLC 0.32% Add +708.7% 1,787,234 $95.0M
Assetmark, Inc. 0.19% Reduce -1.1% 1,671,784 $88.9M
Alyeska Investment Group, L.P. 0.26% New 1,639,831 $87.2M
Raymond James Financial Inc. 0.03% Add +26.4% 1,624,891 $86.4M
Amundi 0.03% Reduce -48.8% 1,486,133 $80.3M
Bank of Montreal 0.03% Reduce -41.9% 1,507,365 $80.1M
First Trust Advisors LP 0.05% Reduce -12.3% 1,327,479 $70.6M
Prana Capital Management, LP 2.33% Reduce -13.5% 1,311,675 $69.7M
Shellback Capital, LP 4.42% New 1,310,640 $69.7M
Manufacturers Life Insurance Company, The 0.06% Add +21.3% 1,306,635 $69.5M
Balyasny Asset Management L.P. 0.14% Reduce -19.5% 1,281,638 $68.1M
AEGON ASSET MANAGEMENT UK Plc 0.75% Add +1.4% 1,190,155 $63.3M
Wells Fargo & Company 0.01% Add +74.0% 1,176,929 $62.6M
Russell Investments Group, Ltd. 0.07% Add +0.9% 1,140,748 $60.7M
Synergy Asset Management, LLC 2.19% New 1,136,841 $60.4M
Causeway Capital Management LLC 0.77% Add +5.5% 1,090,060 $57.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +6.8% 1,082,586 $57.6M
Bruni J V & Co. 5.30% Reduce -0.9% 987,605 $52.5M
Barclays PLC 0.02% Reduce -53.7% 986,469 $52.4M
D. E. Shaw & Co. 0.05% Add +104.5% 985,229 $52.4M
Point72 Asset Management 0.12% Add +16.2% 950,250 $50.5M
GW&K Investment Management, LLC 0.44% Reduce -0.9% 941,172 $50.0M
Artemis Investment Management LLP 0.62% New 939,980 $50.0M
Sei Investments Co. 0.05% Add +17.9% 929,157 $49.4M
Marshall Wace, LLP 0.05% Reduce -39.9% 906,717 $48.2M
Algebris (uk) Ltd. 5.51% Reduce -19.4% 901,631 $47.9M
Todd Asset Management LLC 0.96% Add +7.5% 896,736 $47.7M
Nuveen, LLC 0.01% Reduce -12.1% 877,437 $46.6M
BNP Paribas Financial Markets 0.04% Reduce -7.2% 875,010 $46.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +2.1% 874,192 $46.5M
Rhumbline Advisers 0.04% Reduce -2.2% 858,009 $45.6M
Bridgewater Associates 0.18% Add +102.7% 843,625 $44.8M
California Public Employees Retirement System 0.02% Add +0.8% 763,826 $40.6M
Junto Capital Management LP 0.85% New 762,065 $40.5M
Quantinno Capital Management LP 0.11% Add +50.4% 751,264 $39.9M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +0.9% 732,030 $38.9M
Natixis Advisors, LLC 0.06% Add +16.6% 712,147 $37.9M
Envestnet Asset Management Inc. 0.01% Add +25.7% 687,602 $36.6M
Franklin Resources Inc. 0.01% Reduce -19.7% 636,242 $33.8M
T. Rowe Price Associates Inc. 0.00% Reduce -0.4% 636,147 $33.8M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -23.1% 629,954 $33.5M
Korea Investment CORP 0.07% Add +316.9% 625,400 $33.2M
Capital International, Inc. 0.26% Add +29.5% 606,182 $32.2M
Zacks Investment Management 0.26% Add +0.2% 604,187 $32.1M
Appaloosa 0.43% New 600,000 $31.9M
Assenagon Asset Management S.A. 0.05% Reduce -42.5% 598,787 $31.8M
Basswood Capital Management, L.L.C. 1.48% Reduce -4.6% 597,537 $31.8M
Teachers Retirement System of the State of Kentucky 0.24% Add +7.8% 591,634 $31.5M
California State Teachers Retirement System 0.03% Reduce -5.9% 577,788 $30.7M
Vinva Investment Management Ltd 0.59% Add +19.2% 563,386 $30.2M
Citigroup Inc. 0.02% Reduce -12.2% 565,589 $30.1M
Alliancebernstein L.P. 0.01% Reduce -19.3% 547,929 $29.1M
Allianz Asset Management GmbH 0.04% Reduce -6.0% 538,330 $28.6M
Federated Hermes, Inc. 0.05% Add +0.2% 531,826 $28.3M
Schroder Investment Management Group 0.02% Reduce -3.1% 524,107 $28.1M
Ameriprise Financial Inc. 0.01% Reduce -26.8% 525,981 $28.0M
Caisse de depot et placement du Quebec 0.05% Add +334.5% 517,848 $27.5M
Principal Financial Group Inc. 0.01% Reduce -1.2% 511,309 $27.2M
Freestone Grove Partners LP 0.20% Reduce -53.4% 509,137 $27.1M
Valley Wealth Managers, Inc. 1.75% Reduce -2.1% 497,523 $26.4M
Interval Partners, LP 0.56% Reduce -0.8% 489,979 $26.0M
Ceredex Value Advisors LLC 0.59% New 477,500 $25.4M
Allspring Global Investments Holdings, LLC 0.04% Add +37.2% 479,415 $25.3M
LPL Financial LLC 0.01% Add +13.2% 463,718 $24.7M
Man Group plc 0.05% Reduce -8.2% 456,846 $24.3M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.0% 450,547 $24.0M
STRS Ohio 0.09% Reduce -22.5% 448,401 $23.8M
Klingman & Associates, LLC 1.20% Add +0.0% 447,137 $23.8M
Point72 Europe (London) LLP 1.25% New 434,320 $23.1M
Soapstone Management L.P. 15.34% Reduce -26.1% 425,000 $22.6M
AE Wealth Management LLC 0.14% Reduce -2.5% 416,930 $22.2M
Pinebridge Investments, L.P. 0.16% Reduce -14.3% 405,407 $21.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -42.9% 396,270 $21.3M
Citizens Financial Group Inc. 0.29% Reduce -7.2% 397,212 $21.1M
Frontier Capital Management Co. LLC 0.19% Add +6.1% 391,831 $20.8M
Kornitzer Capital Management Inc. 0.41% Reduce -3.3% 383,714 $20.4M
Citadel Advisors 0.02% Add +5894.1% 380,867 $20.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -8.2% 377,737 $20.1M
Stieven Capital Advisors, L.P. 3.77% Add +0.2% 376,080 $20.0M
New York State Teachers Retirement System 0.04% Reduce -0.4% 365,834 $19.4M
Rafferty Asset Management, LLC 0.06% Reduce -13.7% 355,396 $18.9M
New York State Common Retirement Fund 0.02% Reduce -2.6% 350,743 $18.6M
Aviva PLC 0.03% Add +4.9% 344,719 $18.3M
Impax Asset Management Group plc 0.10% Reduce -9.7% 338,104 $18.0M
Rhino Investment Partners, Inc 5.47% Reduce -22.0% 326,035 $17.3M
APG Asset Management N.V. 0.05% Reduce -0.5% 382,130 $17.3M
Aberdeen Group plc 0.03% Reduce -3.4% 320,843 $17.2M
National Bank of Canada 0.02% Reduce -30.4% 321,959 $17.1M
Toronto Dominion Bank 0.03% Add +43.8% 320,453 $17.0M
Capitolis Liquid Global Markets LLC 0.14% New 319,000 $17.0M
Sound Income Strategies, LLC 0.92% Reduce -3.5% 323,329 $16.8M
Millennium Management 0.01% Reduce -77.1% 311,521 $16.6M
State of Wisconsin Investment Board 0.04% Add +1.4% 309,523 $16.5M
Stifel Financial Corp. 0.01% Add +16.7% 300,972 $16.0M
Achmea Investment Management B.V. 0.20% No change 298,634 $15.9M
Pictet Asset Management Holding SA 0.02% Add +3.4% 294,737 $15.7M
Hosking Partners LLP 0.55% Reduce -1.8% 288,128 $15.3M
Public Employees Retirement System of Ohio 0.05% Add +0.0% 280,376 $14.9M
Arax Advisory Partners 0.21% Add +4076.7% 280,337 $14.9M
Ieq Capital, LLC 0.04% Add +33.9% 279,104 $14.8M
DekaBank Deutsche Girozentrale 0.02% No change 275,006 $14.7M
Strategic Value Bank Partners LLC 10.42% No change 275,500 $14.6M
Danske Bank A/S 0.04% Reduce -19.1% 264,383 $14.1M
Osaic Holdings, Inc. 0.02% Add +20.2% 263,315 $14.0M
Creative Planning 0.01% Add +14.9% 257,886 $13.7M
Voya Investment Management LLC 0.01% Add +30.2% 248,668 $13.2M
Prudential Financial Inc. 0.02% Reduce -2.4% 245,231 $13.0M
Cinctive Capital Management LP 0.64% Reduce -55.2% 239,568 $12.7M
ExodusPoint Capital Management, LP 0.18% New 239,555 $12.7M
Bokf, NA 0.19% Add +0.7% 232,090 $12.3M
O'shaughnessy Asset Management, LLC 0.07% Add +93.1% 231,152 $12.3M
AustralianSuper Pty Ltd 0.06% Reduce -91.8% 227,763 $12.1M
Brandywine Global Investment Management, LLC 0.08% Add +0.1% 221,895 $11.8M
Baird Financial Group, Inc. 0.02% Reduce -0.9% 220,928 $11.7M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.9% 220,138 $11.7M
Macquarie Group Ltd. 0.01% Reduce -3.5% 212,495 $11.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.2% 212,514 $11.3M
Ategra Capital Management, LLC 7.31% Add +192.8% 205,007 $10.9M
Trexquant Investment LP 0.11% New 203,642 $10.8M
Cerity Partners LLC 0.02% Reduce -40.3% 197,802 $10.5M
Wealthfront Advisers LLC 0.02% Reduce -1.0% 197,448 $10.5M
Treasurer of the State of North Carolina 0.03% Reduce -43.0% 195,577 $10.4M
Neuberger Berman Group LLC 0.01% Add +33.9% 193,316 $10.3M
Cambria Investment Management, L.P. 0.61% Add +1370.1% 189,308 $10.1M
Ensign Peak Advisors, Inc 0.02% Reduce -33.7% 188,167 $10.0M
Two Sigma Investments, LP 0.02% Reduce -22.5% 188,063 $10.0M
Verition Fund Management LLC 0.06% Add +96.6% 187,588 $10.0M
American Century Companies Inc. 0.01% Reduce -2.7% 187,244 $10.0M
Jupiter Asset Management Ltd. 0.08% New 185,432 $9.9M
Asset Management One Co., Ltd. 0.03% Add +1.1% 180,422 $9.6M
State of Tennessee, Department of Treasury 0.03% Add +14.0% 176,636 $9.4M
Royal London Asset Management Ltd. 0.02% No change 173,793 $9.2M
NFJ Investment Group, LLC 0.32% Reduce -14.3% 173,103 $9.2M
Horizon Investments, LLC 0.12% Reduce -5.6% 173,753 $9.2M
Mn Services Vermogensbeheer B.V. 0.06% Add +2.7% 165,379 $8.8M
Cetera Investment Advisers 0.01% Add +39.3% 161,438 $8.6M
KBC Group NV 0.02% Reduce -62.2% 160,741 $8.5M
MetLife Investment Management, LLC 0.04% Reduce -5.5% 160,567 $8.5M
Susquehanna International Group, LLP 0.01% Reduce -10.9% 159,713 $8.5M
TD Asset Management Inc 0.01% Reduce -2.2% 158,255 $8.4M
Guggenheim Capital LLC 0.06% Reduce -1.2% 158,128 $8.4M
Mariner, LLC 0.01% Add +8.3% 157,054 $8.3M
Hudson Bay Capital Management LP 0.06% New 155,171 $8.2M
Goelzer Investment Management, Inc. 0.43% Reduce -1.8% 152,975 $8.1M
PNC Financial Services Group, Inc. 0.00% Add +2.7% 152,267 $8.1M
Ninety One SA (Pty) Ltd 0.36% New 152,737 $8.1M
Nomura Asset Management Co. Ltd. 0.02% Add +1.2% 149,939 $8.0M
DRW Securities, LLC 0.40% Add +0.2% 146,359 $7.8M
Olstein Capital Management, L.P. 1.47% Reduce -22.8% 146,146 $7.8M
KLP Kapitalforvaltning As 0.03% Reduce -1.8% 145,460 $7.7M
Pathstone Holdings, LLC 0.03% Add +0.2% 144,839 $7.7M
Truist Financial Corp. 0.01% Add +0.4% 142,713 $7.6M
Channing Capital Management, LLC 0.20% New 141,614 $7.5M
Resona Asset Management Co.,Ltd. 0.04% Reduce -6.4% 141,295 $7.5M
Schonfeld Strategic Advisors LLC 0.05% Reduce -26.5% 141,034 $7.5M
Moore Capital Management, LP 0.15% No change 136,000 $7.2M
National Pension Service 0.01% Add +33.5% 135,208 $7.2M
Capital Fund Management S.A. 0.07% Reduce -69.8% 134,606 $7.2M
Arizona State Retirement System 0.04% Add +0.2% 128,023 $6.8M
State of Michigan Retirement System 0.03% Reduce -0.9% 127,973 $6.8M
Ossiam 0.09% Reduce -83.3% 124,628 $6.6M
Harvest Portfolios Group Inc. 0.12% Reduce -13.5% 123,570 $6.6M
Thompson Investment Management, Inc. 0.87% Reduce -2.7% 122,919 $6.5M
Maltese Capital Management LLC 1.00% Add +43.7% 122,116 $6.5M
Fisher Asset Management 0.00% Add +55.4% 121,362 $6.5M
Peapack Gladstone Financial Corp. 0.08% Reduce -1.0% 118,663 $6.3M
Comerica Bank 0.02% Reduce -15.1% 117,670 $6.3M
Cibc World Market Inc. 0.01% Reduce -4.8% 116,506 $6.2M
Asio Capital, LLC 0.91% Add +3.9% 114,522 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.4% 112,848 $6.0M
Cary Street Partners Financial LLC 0.16% Reduce -1.8% 112,615 $6.0M
Siena Capital Partners GP, LLC 1.71% No change 112,331 $6.0M
AlphaQuest LLC 0.38% Add +101.4% 110,551 $5.9M
Captrust Financial Advisors 0.01% Add +8.0% 110,375 $5.9M
State of New Jersey Common Pension Fund D 0.02% No change 110,180 $5.9M
Czech National Bank 0.04% Add +3.4% 109,554 $5.8M
ZWJ Investment Counsel Inc. 0.20% Reduce -0.1% 108,069 $5.7M
Sit Investment Associates Inc. 0.12% New 108,000 $5.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -84.9% 106,170 $5.6M
Teacher Retirement System of Texas 0.02% Reduce -71.7% 105,961 $5.6M
NorthCoast Asset Management LLC 0.02% Add +7.2% 105,336 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +7.7% 105,152 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.6% 103,583 $5.5M
ProShare Advisors LLC 0.01% Reduce -8.1% 102,230 $5.4M
Cwm, LLC 0.02% Add +30.8% 100,319 $5.3M
Forsta Ap-Fonden 0.03% Add +2.4% 99,000 $5.3M
Acadian Asset Management LLC 0.01% Reduce -69.3% 98,817 $5.3M
Natixis 0.03% New 97,834 $5.2M
IFM Investors Pty Ltd 0.05% Reduce -7.1% 96,121 $5.1M
Erste Asset Management GmbH 0.05% Add +14.6% 93,740 $5.0M
Public Sector Pension Investment Board 0.02% Add +4.2% 93,004 $4.9M
Ascent Group, LLC 0.17% Add +34.2% 92,283 $4.9M
Retirement Systems of Alabama 0.02% Reduce -1.1% 92,014 $4.9M
Corient Private Wealth LP 0.01% Reduce -0.6% 91,881 $4.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +2.9% 89,976 $4.8M
Red Cedar Investment Management, LLC 0.56% Add +192.3% 89,483 $4.8M
Mackenzie Financial Corp. 0.01% Reduce -51.0% 87,693 $4.7M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -6.6% 86,886 $4.6M
Commonwealth Equity Services, LLC 0.01% Reduce -52.7% 86,779 $4.6M
Swiss Life Asset Management Ltd 0.02% Add +50.8% 85,895 $4.6M
Mercer Global Advisors Inc. 0.01% Add +132.5% 84,337 $4.5M
Systematic Financial Management LP 0.11% Reduce -0.9% 83,392 $4.4M
WINTON GROUP Ltd 0.17% Reduce -40.9% 83,373 $4.4M
Intech Investment Management LLC 0.04% Add +43.9% 82,794 $4.4M
DNB Asset Management AS 0.02% Add +9.6% 82,541 $4.4M
Nisa Investment Advisors, LLC 0.02% Add +26.9% 81,764 $4.3M
Amalgamated Bank 0.03% Reduce -3.1% 81,442 $4.3M
BTC Capital Management, Inc. 0.30% Add +51.8% 80,721 $4.3M
HORAN Wealth, LLC 0.66% Add +3.7% 79,099 $4.2M
Elizabeth Park Capital Advisors, Ltd. 3.37% No change 78,330 $4.2M
Dark Forest Capital Management LP 0.15% Add +123.1% 77,012 $4.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -11.0% 76,984 $4.1M
Brevan Howard Capital Management LP 0.06% Add +179.2% 76,119 $4.0M
XTX Topco Ltd 0.20% New 72,719 $3.9M
Utah Retirement Systems 0.04% No change 72,145 $3.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -9.7% 72,070 $3.8M
Factorial Partners, LLC 2.63% Reduce -10.0% 72,000 $3.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +2.5% 71,517 $3.8M
Donoghue Forlines LLC 1.16% Add +98.5% 70,637 $3.8M
Police & Firemen's Retirement System of New Jersey 0.03% Add +7.0% 70,563 $3.8M
MML Investors Services, LLC 0.01% Add +16.8% 68,968 $3.7M
Daiwa Securities Group Inc. 0.01% Add +3.0% 67,553 $3.6M
Oddo BHF Asset Management Sas 0.13% Add +6.7% 66,351 $3.5M
Pacer Advisors, Inc. 0.01% Add +85.6% 65,638 $3.5M
Bank of Nova Scotia 0.01% Reduce -12.3% 65,430 $3.5M
Boothbay Fund Management, LLC 0.09% Reduce -32.0% 64,676 $3.4M
Rockefeller Capital Management L.P. 0.01% Reduce -20.3% 64,103 $3.4M
New York Life Investment Management LLC 0.03% Reduce -3.1% 63,127 $3.4M
Patton Fund Management, Inc. 0.60% Reduce -6.2% 62,931 $3.3M
Tidal Investments LLC 0.01% Add +103.2% 62,747 $3.3M
Kempner Capital Management Inc. 2.77% Reduce -47.0% 62,575 $3.3M
CIBC Asset Management Inc 0.01% Add +0.1% 62,362 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -9.4% 62,328 $3.3M
Ethic Inc. 0.05% Add +31.0% 61,765 $3.3M
Petiole USA ltd 2.27% Reduce -8.4% 61,754 $3.3M
NEOS Investment Management LLC 0.02% Add +46.8% 61,147 $3.3M
MV Capital Management, Inc. 0.31% Reduce -5.6% 59,995 $3.2M
CIBC Bancorp USA Inc. 0.02% — 59,594 $3.2M
Xponance LLC 0.02% Reduce -4.7% 59,139 $3.1M
Private Advisor Group, LLC 0.02% Add +7.2% 58,330 $3.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.5% 58,181 $3.1M
Meritage Portfolio Management 0.21% New 58,016 $3.1M
Orion Porfolio Solutions, LLC 0.02% Add +7.8% 57,361 $3.0M
Janus Henderson Group PLC 0.00% No change 57,030 $3.0M
Woodline Partners LP 0.01% Add +21.5% 57,008 $3.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -34.7% 56,470 $3.0M
Brandes Investment Partners, LP 0.02% Add +1.6% 56,445 $3.0M
Park Avenue Securities LLC 0.02% Add +2.4% 55,779 $3.0M
Nissay Asset Management Corp. /Japan 0.02% Add +0.1% 55,371 $2.9M
Rakuten Investment Management, Inc. 0.01% — 18,455 $2.9M
Candriam S.C.A. 0.02% Add +14.4% 54,169 $2.9M
Keybank National Association 0.01% Add +9.3% 53,704 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -7.7% 52,659 $2.8M
Bridgeway Capital Management, LLC 0.06% Reduce -19.9% 52,100 $2.8M
Andra AP-fonden 0.04% Reduce -80.0% 52,100 $2.8M
USS Investment Management Ltd 0.01% No change 51,158 $2.7M
OP Asset Management Ltd 0.04% No change 50,648 $2.7M
Arvest Bank Trust Division 0.15% Reduce -3.6% 50,444 $2.7M
Taikang Asset Management (Hong Kong) Co Ltd 0.30% Reduce -42.0% 50,259 $2.7M
Oregon Public Employees Retirement Fund 0.03% Add +31.6% 49,308 $2.6M
StoneX Group Inc. 0.11% Reduce -20.4% 48,033 $2.6M
Walleye Trading LLC 0.04% Add +1151.0% 47,640 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -15.7% 47,372 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +112.4% 47,113 $2.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +2.7% 47,051 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -6.0% 46,758 $2.5M
State of Alaska, Department of Revenue 0.03% Reduce -4.6% 46,449 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.9% 46,263 $2.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.14% Add +61.7% 46,088 $2.5M
Summit Trail Advisors, LLC 0.03% Add +69.2% 45,255 $2.4M
Capital Analysts, LLC 0.07% Reduce -3.7% 45,233 $2.4M
AIA Group Ltd 0.04% Add +58.8% 44,910 $2.4M
Wellington Shields Capital Management, LLC 0.35% No change 44,000 $2.3M
Hantz Financial Services, Inc. 0.04% Reduce -2.7% 43,474 $2.3M
Old Port Advisors 0.56% Add +7.1% 42,065 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 41,794 $2.2M
Sanctuary Advisors, LLC 0.01% Add +15.2% 41,737 $2.2M
Intrust Bank NA 0.18% Add +4.9% 41,264 $2.2M
Tealwood Asset Management Inc. 0.87% Reduce -1.9% 40,647 $2.2M
Private Management Group Inc. 0.06% No change 40,565 $2.2M
Munich Reinsurance Co Stock Corp in Munich 0.05% — 39,773 $2.1M
Lighthouse Investment Partners, LLC 0.08% New 39,607 $2.1M
Venture Visionary Partners LLC 0.07% Add +2.4% 39,359 $2.1M
Janney Montgomery Scott LLC 0.00% Add +10.1% 38,937 $2.1M
HighTower Advisors, LLC 0.00% Add +12.0% 38,640 $2.1M
Brookwood Investment Group LLC 0.26% New 37,774 $2.0M
Arvest Investments, Inc. 0.29% Reduce -0.9% 37,673 $2.0M
Focus Partners Wealth 0.00% Add +52.3% 37,330 $2.0M
Virtus Investment Advisers, LLC 0.57% Reduce -0.7% 37,139 $2.0M
Commerzbank Aktiengesellschaft 0.04% Reduce -6.6% 37,104 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +15.2% 36,841 $2.0M
Voleon Capital Management LP 0.05% New 36,761 $2.0M
Entropy Technologies, LP 0.14% Add +575.5% 36,171 $1.9M
Trust Investment Advisors 1.06% Add +1.1% 35,552 $1.9M
Lee Financial Co 0.24% Reduce -1.0% 35,243 $1.9M
Avanza Fonder AB 0.05% No change 35,231 $1.9M
Tredje AP-fonden 0.01% Reduce -29.6% 35,201 $1.9M
Old National Bancorp 0.03% New 34,759 $1.8M
Strategic Investment Advisors / MI 0.17% Reduce -3.8% 34,598 $1.8M
Groupama Asset Managment 0.03% Reduce -8.3% 34,530 $1.8M
Shell Asset Management Co. 0.18% Reduce -35.8% 34,141 $1.8M
Wellington Shields & Co., LLC 0.47% No change 34,000 $1.8M
DAVENPORT & Co LLC 0.01% New 33,412 $1.8M
Atria Investments, Inc 0.02% Add +3.6% 33,315 $1.8M
Handelsbanken Fonder AB 0.01% Reduce -35.7% 33,323 $1.8M
US Bancorp \de 0.00% Add +1.9% 33,254 $1.8M
Credit Agricole S A 0.01% — 33,078 $1.8M
Merit Financial Group, LLC 0.02% Add +12.5% 32,459 $1.7M
Fiduciary Trust Co 0.02% Add +40.1% 32,343 $1.7M
iA Global Asset Management Inc. 0.02% Add +585.2% 31,911 $1.7M
Coldstream Capital Management Inc. 0.02% Add +25.4% 31,155 $1.7M
Mizuho Securities USA LLC 0.03% Add +4.8% 31,417 $1.6M
Integrated Wealth Concepts LLC 0.01% Add +4.2% 30,766 $1.6M
Fifth Third Bancorp 0.01% Add +4.9% 30,267 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +20.8% 30,077 $1.6M
Beck Capital Management, LLC 0.37% New 29,945 $1.6M
Trivium Point Advisory, LLC 0.16% Reduce -4.2% 29,925 $1.6M
Portfolio Design Labs, LLC 0.27% New 29,740 $1.6M
PEAK6 LLC 0.04% Reduce -18.1% 29,293 $1.6M
Cookson Peirce & Co. Inc. 0.06% Add +0.7% 28,732 $1.5M
Choreo, LLC 0.02% Add +106.3% 28,293 $1.5M
PMC FIG Opportunities LLC 2.30% Reduce -30.8% 28,282 $1.5M
Prosperity Consulting Group, LLC 0.07% Add +2.3% 28,012 $1.5M
Board of the Pension Protection Fund 1.46% Reduce -13.6% 28,000 $1.5M
Simplex Trading, LLC 0.03% New 27,765 $1.5M
Kentucky Retirement Systems 0.04% Reduce -3.0% 27,310 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +22.9% 26,975 $1.4M
Sterling Capital Management LLC 0.02% Reduce -7.1% 26,895 $1.4M
Robeco Institutional Asset Management B.V. 0.00% No change 26,852 $1.4M
Brown, Lisle/Cummings, Inc. 0.36% Reduce -7.9% 26,163 $1.4M
QRG Capital Management, Inc. 0.02% Add +45.6% 25,647 $1.4M
&partners 0.01% Add +51.8% 25,629 $1.4M
AlTi Global, Inc. 0.03% Add +0.4% 25,330 $1.3M
ASR Vermogensbeheer N.V. 0.02% Add +0.3% 25,325 $1.3M
Hartford Investment Management Co. 0.04% Reduce -3.0% 25,223 $1.3M
Caprock Group, LLC 0.03% — 25,429 $1.3M
Staley Capital Advisers Inc. 0.05% No change 25,000 $1.3M
CI Investments Inc. 0.00% Reduce -1.0% 24,930 $1.3M
Tounjian Advisory Partners, LLC 0.44% Reduce -36.3% 24,912 $1.3M
Paradigm Asset Management Co. LLC 0.30% No change 24,649 $1.3M
Norinchukin Bank, The 0.02% Add +1.5% 24,629 $1.3M
Covenant Asset Management, LLC 0.25% Add +0.2% 24,446 $1.3M
Banco BTG Pactual S.A. 0.19% New 24,378 $1.3M
HB Wealth Management, LLC 0.01% Add +21.8% 23,883 $1.3M
Parallax Volatility Advisers, L.P. 0.04% Add +381.8% 23,349 $1.2M
Meeder Advisory Services, Inc. 0.06% Add +18.0% 23,136 $1.2M
Sterling Investment Counsel, LLC 0.39% Add +58.9% 22,972 $1.2M
CSS LLC 0.21% Reduce -16.0% 22,887 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 22,600 $1.2M
Glenmede Investment Management, LP 0.01% Reduce -7.2% 22,537 $1.2M
Maryland State Retirement & Pension System 0.03% Add +7.6% 22,478 $1.2M
Ransom Advisory, Ltd 0.54% Reduce -1.3% 22,450 $1.2M
Highview Capital Management LLC 0.44% New 22,420 $1.2M
Essential Partners LLC 0.39% Add +4.3% 22,384 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -26.4% 22,360 $1.2M
Krilogy Financial LLC 0.04% New 22,980 $1.2M
New England Research & Management, Inc. 0.54% Add +49.2% 22,137 $1.2M
Minerva Advisors LLC 0.73% Reduce -8.9% 21,485 $1.1M
Salzhauer Michael 0.58% Add +15.1% 21,391 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -3.6% 21,363 $1.1M
Hager Investment Management Services, LLC 0.61% Add +52.5% 21,324 $1.1M
Strategic Advisors LLC 0.18% No change 21,270 $1.1M
Jane Street Group, LLC 0.00% New 21,163 $1.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -3.3% 21,126 $1.1M
Mediolanum International Funds Ltd 0.01% Add +27.9% 20,696 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -8.0% 20,831 $1.1M
SeaCrest Wealth Management, LLC 0.12% Add +8.8% 21,013 $1.1M
ING Groep NV 0.01% Reduce -3.6% 20,435 $1.1M
Romano Brothers and Company 0.12% Add +9.7% 20,467 $1.1M
Investment Management Corp of Ontario 0.02% Add +90.0% 20,330 $1.1M
Syon Capital LLC 0.06% Add +80.0% 19,771 $1.1M
Fort Sheridan Advisors LLC 0.14% Add +0.6% 19,646 $1.0M
Pinnacle Associates Ltd. 0.01% Reduce -0.6% 19,625 $1.0M
New Mexico Educational Retirement Board 0.03% Reduce -4.8% 19,600 $1.0M
Clear Harbor Asset Management, LLC 0.07% No change 19,519 $1.0M
Apollon Wealth Management, LLC 0.02% Add +16.7% 19,514 $1.0M
Jones Financial Companies LLLP 0.00% Add +22.3% 19,421 $1.0M
Newman Dignan & Sheerar, Inc. 0.22% Reduce -1.2% 19,485 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +0.6% 19,483 $1.0M
Independent Financial Group, LLC 0.02% Reduce -20.6% 18,474 $982K
Steward Partners Investment Advisory, LLC 0.01% Add +61.3% 18,169 $966K
Quadrant Capital Group LLC 0.03% Add +0.7% 18,168 $966K
Aaron Wealth Advisors LLC 0.06% Add +284.9% 17,927 $953K
Penserra Capital Management LLC 0.01% Add +128.4% 17,885 $949K
Brighton Jones LLC 0.02% Add +27.1% 17,663 $939K
Vise Technologies, Inc. 0.03% Add +2.9% 17,649 $938K
Vident Advisory, LLC 0.01% Reduce -61.6% 17,518 $931K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 17,480 $929K
Elevated Capital Advisors, LLC 0.23% Reduce -12.8% 17,464 $928K
Daiichi Life Insurance Co., Ltd. 0.02% No change 17,418 $926K
E. Ohman J:or Asset Management AB 0.02% No change 17,400 $925K
GAMMA Investing LLC 0.05% Add +14.6% 17,159 $912K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.3% 17,077 $908K
Landscape Capital Management, L.L.C. 0.06% Reduce -31.9% 16,864 $896K
Bessemer Group Inc. 0.00% Add +24.9% 16,779 $891K
WealthTrust Asset Management, LLC 0.62% New 16,752 $891K
Empirical Finance, LLC 0.04% Add +0.8% 16,639 $885K
OMERS ADMINISTRATION Corp 0.01% No change 16,564 $881K
SG Americas Securities, LLC 0.00% Reduce -97.3% 16,327 $868K
Carl P. Sherr & Co., LLC 0.40% Add +0.6% 15,925 $847K
Allstate Corp. 0.02% New 15,807 $840K
Bleakley Financial Group, LLC 0.02% Add +18.9% 15,777 $839K
Blair William & Co. 0.00% Add +2.2% 15,749 $837K
Harris Associates (Oakmark Funds) 0.00% Reduce -2.0% 15,702 $835K
Focus Partners Advisor Solutions, LLC 0.01% Add +48.0% 15,826 $831K
Brown Advisory Inc. 0.00% Add +207.9% 15,629 $831K
Storebrand Asset Management As 0.00% Reduce -34.0% 15,533 $826K
Simplicity Wealth,LLC 0.05% New 15,485 $823K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +3.5% 15,368 $817K
Bluesphere Advisors LLC 0.37% Add +0.2% 15,180 $807K
Benjamin Edwards Inc. 0.01% New 15,106 $803K
Altfest L J & Co. Inc. 0.09% Add +0.9% 15,095 $802K
De Lisle Partners LLP 0.10% No change 14,863 $790K
Center For Asset Management LLC 0.42% New 14,830 $788K
FORA Capital, LLC 0.14% New 14,733 $783K
Pekin Hardy Strauss, Inc. 0.08% Add +2.5% 14,721 $783K
Metis Global Partners, LLC 0.02% Reduce -6.6% 14,623 $777K
Legacy Capital Group California, Inc. 0.20% No change 14,516 $772K
Banque Cantonale Vaudoise 0.03% Add +10.6% 14,497 $771K
Everhart Financial Group, Inc. 0.08% Add +45.6% 14,483 $770K
Forum Financial Management, LP 0.01% Add +9.9% 14,450 $768K
Pallas Capital Advisors LLC 0.03% Add +0.5% 14,265 $758K
Greenleaf Trust 0.01% Reduce -0.2% 14,178 $754K
Csenge Advisory Group 0.04% Reduce -24.7% 14,176 $754K
M&T Bank Corp 0.00% Reduce -27.9% 14,147 $752K
Kestra Advisory Services, LLC 0.00% Reduce -3.1% 13,979 $743K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 13,748 $731K
Chicago Partners Investment Group LLC 0.02% Add +51.5% 14,167 $727K
NewEdge Advisors, LLC 0.00% Add +17.1% 13,520 $719K
Archer Investment Corp 0.16% No change 13,500 $718K
Farther Finance Advisors, LLC 0.01% Add +39.2% 13,487 $717K
Lido Advisors, LLC 0.00% Add +24.4% 13,362 $710K
V-Square Quantitative Management LLC 0.12% Add +2.2% 13,302 $707K
GMO 0.00% Reduce -15.0% 13,056 $694K
Praxis Investment Management Inc. 0.04% No change 12,820 $682K
Centennial Wealth Advisory LLC 0.19% Add +2.7% 12,782 $680K
SageView Advisory Group, LLC 0.02% Reduce -0.2% 12,739 $677K
Wedmont Private Capital 0.03% Add +4.7% 12,735 $677K
GC Wealth Management RIA, LLC 0.02% New 12,668 $673K
Mufg Securities Americas Inc. 0.04% Add +21.1% 12,591 $669K
Howard Capital Management, LLC 0.01% Add +3.2% 12,136 $645K
Sivia Capital Partners, LLC 0.18% Add +22.4% 12,016 $639K
Gotham Asset Management 0.00% Reduce -9.2% 11,923 $634K
Empowered Funds, LLC 0.01% Add +3.9% 11,738 $624K
Savant Capital, LLC 0.00% Reduce -23.6% 11,726 $623K
Pinnacle Holdings, LLC 0.24% No change 11,657 $620K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.0% 11,617 $618K
BTG Pactual Asset Management US LLC 0.07% New 11,603 $617K
Squarepoint Ops LLC 0.00% Reduce -3.0% 11,505 $612K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -4.2% 11,447 $609K
Prudential PLC 0.00% No change 11,216 $596K
J. Safra Sarasin Holding AG 0.01% Reduce -21.3% 11,154 $593K
Diversified Trust Co. 0.01% Add +1.4% 11,112 $591K
Commerce Bank 0.00% Reduce -4.4% 11,087 $589K
Nomura Holdings Inc. 0.00% New 11,070 $588K
Principal Securities, Inc. 0.01% Add +88.5% 10,912 $580K
Qsemble Capital Management, LP 0.06% New 10,891 $579K
Wealthspire Advisors, LLC 0.00% Reduce -6.2% 10,852 $577K
Compass Wealth Management LLC 0.13% No change 10,750 $571K
Inscription Capital, LLC 0.06% New 10,727 $570K
NorthRock Partners, LLC 0.01% Add +55.3% 10,727 $570K
Advisory Services Network, LLC 0.01% Add +7.5% 10,443 $555K
Cobblestone Capital Advisors LLC 0.03% Reduce -0.6% 10,330 $549K
Allworth Financial LP 0.00% Add +186.5% 10,240 $544K
Supplemental Annuity Collective Trust of NJ 0.14% No change 10,000 $532K
Evergreen Capital Management LLC 0.01% Reduce -9.4% 9,990 $531K
Kestra Private Wealth Services, LLC 0.01% Reduce -9.1% 9,842 $523K
MAI Capital Management 0.00% Add +71.8% 9,555 $508K
Twinbeech Capital LP 0.02% New 9,501 $505K
Heartland Bank & Trust Co 0.21% Add +0.5% 9,441 $502K
Cresset Asset Management, LLC 0.00% Add +7.0% 9,278 $493K
Aptus Capital Advisors, LLC 0.00% Reduce -1.3% 9,224 $490K
New Wave Wealth Advisors LLC 0.19% New 9,192 $489K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +1.0% 9,178 $488K
Persistent Asset Partners Ltd 0.35% Reduce -35.4% 9,092 $483K
Fortis Capital Advisors, LLC 0.08% New 9,058 $482K
Belpointe Asset Management LLC 0.02% New 9,058 $482K
Hennessy Advisors Inc. 0.02% Add +12.5% 9,000 $478K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.3% 8,980 $477K
Ballentine Partners, LLC 0.01% Add +1.8% 8,971 $477K
Jefferies Financial Group Inc. 0.00% New 8,880 $472K
Evoke Wealth, LLC 0.01% Add +0.7% 8,804 $468K
Blue Trust, Inc. 0.01% Reduce -15.9% 8,738 $465K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -51.0% 8,730 $464K
Canada Post Corp Registered Pension Plan 0.02% Add +18.8% 8,536 $458K
Lynx Investment Advisory 0.27% Reduce -4.0% 8,606 $458K
Mystic Asset Management, Inc. 0.10% Add +3.4% 8,445 $449K
Connable Office Inc. 0.04% Reduce -36.4% 8,424 $448K
IFG Advisory, LLC 0.02% Reduce -12.3% 8,375 $445K
Larson Financial Group LLC 0.02% Add +23.5% 8,335 $443K
MUFG Securities EMEA plc 0.01% Add +541.0% 8,256 $439K
Transcend Capital Advisors, LLC 0.03% Add +26.4% 8,212 $437K
World Investment Advisors 0.01% Add +27.1% 8,195 $436K
AXA Investment Managers S.A. 0.00% — 8,183 $435K
Hamilton Capital Partners Inc. 0.02% No change 8,051 $428K
Advisors Capital Management, LLC 0.01% Add +1.1% 8,001 $425K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -2.3% 7,990 $425K
1620 Investment Advisors, Inc. 0.29% Reduce -0.8% 7,914 $421K
United Advisor Group, LLC 0.06% New 7,892 $420K
Kera Capital Partners, Inc. 0.06% Add +50.0% 7,828 $416K
Profund Advisors LLC 0.01% Add +2.9% 7,821 $416K
Meeder Asset Management Inc. 0.02% Reduce -59.7% 7,772 $413K
Asahi Life Asset Management Co., LTD. 0.23% Reduce -8.2% 7,690 $409K
Tema ETFs LLC 0.03% New 7,685 $409K
Vestcor Inc 0.01% No change 7,673 $408K
Mather Group, Llc. 0.00% Add +16.8% 7,669 $408K
OneDigital Investment Advisors LLC 0.00% Reduce -0.3% 7,592 $404K
Summit Financial, LLC 0.01% Add +12.5% 7,532 $400K
Pitcairn Co. 0.03% Reduce -27.6% 7,451 $396K
Brookstone Capital Management 0.00% Reduce -0.8% 7,438 $395K
44 Wealth Management LLC 0.13% New 7,431 $395K
Fort Washington Investment Advisors Inc. 0.00% Add +7.4% 7,376 $392K
Callan Family Office, LLC 0.01% Reduce -4.2% 7,332 $390K
Gries Financial LLC 0.06% Add +3.4% 7,331 $390K
Van Eck Associates Corp. 0.00% Add +10.4% 7,304 $388K
Continuum Advisory, LLC 0.04% Reduce -16.4% 7,297 $388K
Brooklyn Investment Group 0.05% Reduce -1.3% 8,676 $385K
Smartleaf Asset Management LLC 0.02% Add +62.6% 7,147 $383K
Virtus Advisers, LLC 0.22% New 7,200 $383K
Polymer Capital Management (US) LLC 0.05% Reduce -0.2% 7,184 $382K
IFP Advisors, Inc 0.01% Reduce -3.5% 7,168 $381K
MQS Management LLC 0.22% Reduce -27.0% 7,072 $376K
Accurate Wealth Management, LLC 0.05% Add +16.2% 7,168 $371K
Equitable Holdings, Inc. 0.00% New 6,952 $370K
SummitTX Capital, L.P. 0.02% Reduce -47.4% 6,913 $367K
Catalyst Funds Management Pty Ltd 0.06% New 6,900 $367K
International Private Wealth Advisors LLC 0.23% Reduce -15.2% 6,804 $362K
EverSource Wealth Advisors, LLC 0.01% Add +3.3% 6,784 $361K
One Wealth Advisors, LLC 0.04% New 6,627 $352K
CX Institutional 0.01% Reduce -0.4% 6,613 $352K
Pinion Investment Advisors, LLC 0.09% Add +0.8% 6,642 $347K
Whittier Trust Co. 0.00% No change 6,428 $346K
Perigon Wealth Management, LLC 0.01% New 6,465 $344K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,449 $343K
Gilbert & Cook, Inc. 0.04% Add +2.3% 6,430 $342K
Klingenstein Fields & Co. LP 0.01% No change 6,402 $340K
Caerus Investment Advisors, LLC 0.14% New 6,307 $335K
Pointe Capital Management LLC 0.16% No change 6,288 $334K
Fidelis Capital Partners, LLC 0.03% Add +0.7% 6,214 $330K
Moors & Cabot, Inc. 0.01% Reduce -7.4% 6,211 $330K
Abn Amro Investment Solutions 0.01% Reduce -15.4% 6,167 $328K
Kingswood Wealth Advisors, LLC 0.02% Reduce -3.5% 6,163 $328K
Requisite Capital Management, LLC 0.05% New 6,140 $326K
Lincoln Capital Corp. 0.12% Add +0.9% 6,128 $326K
Sagespring Wealth Partners, LLC 0.01% New 6,096 $324K
Quantum Portfolio Management LLC 0.10% Reduce -35.4% 6,064 $322K
Crumly & Associates Inc. 0.07% Add +0.2% 6,039 $321K
Baker Avenue Asset Management, LP 0.01% New 6,013 $320K
SYM FINANCIAL Corp 0.03% Reduce -31.4% 5,950 $316K
Tower Research Capital LLC (TRC) 0.01% Reduce -14.4% 5,936 $316K
Siemens Fonds Invest GmbH 0.02% Reduce -1.5% 5,932 $315K
Hall Capital Management Co. Inc. 0.12% Reduce -2.1% 5,930 $315K
HBK Sorce Advisory LLC 0.01% Add +0.2% 6,079 $314K
Parallel Advisors, LLC 0.01% Add +5.7% 5,906 $314K
SVB Wealth LLC 0.02% Reduce -3.2% 5,889 $313K
Signaturefd, LLC 0.00% Add +0.6% 5,857 $311K
BXM Wealth LLC 0.29% New 5,845 $311K
Ellevest, Inc. 0.04% New 5,807 $309K
Savvy Advisors, Inc. 0.01% New 5,615 $298K
UMB Bank, n.a. 0.00% Add +1.5% 5,605 $298K
Panagora Asset Management Inc. 0.00% Reduce -1.7% 5,481 $291K
waypoint wealth counsel 0.11% Add +5.8% 5,444 $289K
Arkadios Wealth Advisors 0.01% New 5,438 $289K
Harvest Fund Management Co., Ltd 0.01% No change 5,421 $288K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +6.3% 5,403 $287K
CIBC Private Wealth Group LLC 0.00% Add +47.2% 5,374 $286K
Woodward Diversified Capital, LLC 0.13% Add +1.1% 5,373 $286K
Compound Planning, Inc. 0.01% New 5,357 $285K
Longboard Asset Management, LP 0.46% New 5,352 $285K
MIdWestOne Financial Group, Inc. 0.03% No change 5,324 $283K
Ritholtz Wealth Management 0.01% New 5,305 $282K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -58.4% 5,301 $282K
Versor Investments LP 0.05% New 5,300 $282K
Waverly Advisors, LLC 0.00% New 5,261 $280K
Great Lakes Advisors, LLC 0.00% Add +3.1% 5,205 $277K
Sowell Financial Services LLC 0.01% Reduce -2.6% 5,174 $275K
Paragon Capital Management Ltd 0.05% Reduce -5.0% 5,151 $274K
Trust Asset Management LLC 0.02% No change 5,138 $273K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -11.0% 5,136 $273K
Mgo One Seven LLC 0.01% New 5,083 $270K
D.A. Davidson & Co. 0.00% No change 5,080 $270K
Signal Advisors Wealth, LLC 0.02% Reduce -33.6% 5,055 $269K
Poinciana Advisors Group, LLC 0.23% Reduce -9.8% 5,040 $268K
PDS Planning, Inc 0.02% No change 4,996 $266K
Certuity, LLC 0.02% New 4,987 $265K
Beacon Investment Advisory Services, Inc. 0.01% Add +2.1% 4,929 $262K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.9% 4,911 $261K
Balefire, LLC 0.05% Reduce -4.0% 4,899 $260K
Vontobel Holding Ltd. 0.00% Reduce -2.9% 4,883 $260K
Drucker Wealth 3.0, LLC 0.05% Add +2.6% 4,873 $259K
Prospera Financial Services Inc 0.00% New 4,851 $258K
Rossby Financial, LCC 0.09% Reduce -2.7% 4,875 $257K
Versant Capital Management, Inc 0.03% Add +4.9% 4,821 $256K
Cary Street Partners Investment Advisory LLC 0.11% Add +287.9% 4,806 $255K
Hoxton Planning & Management, LLC 0.08% No change 4,792 $255K
Boyar Asset Management Inc. 0.16% Reduce -7.7% 4,763 $253K
Beacon Pointe Advisors, LLC 0.00% New 4,700 $250K
Engineers Gate Manager LP 0.00% New 4,697 $250K
Cidel Asset Management Inc. 0.01% No change 4,630 $246K
Ipswich Investment Management Co., Inc. 0.06% No change 4,624 $246K
Essex Financial Services, Inc. 0.01% New 4,617 $245K
Integrated Quantitative Investments LLC 0.07% Reduce -45.9% 4,600 $245K
Personal Cfo Solutions, LLC 0.04% Add +0.3% 4,600 $245K
Sage Mountain Advisors LLC 0.01% New 4,569 $243K
Full Sail Capital, LLC 0.01% New 4,559 $242K
Waddell & Associates, LLC 0.02% New 4,549 $242K
Sapient Capital LLC 0.00% Reduce -13.0% 4,505 $242K
AA Financial Advisors, LLC 0.05% New 4,483 $238K
Orion Capital Management LLC 0.08% No change 4,475 $238K
Venturi Wealth Management, LLC 0.01% New 4,474 $238K
Cadence Bank 0.01% Reduce -0.5% 4,458 $237K
LCNB Corp. 0.08% New 4,440 $236K
Cigna Investments Inc. 0.03% New 4,347 $231K
Axxcess Wealth Management, LLC 0.00% New 4,326 $230K
Tocqueville Asset Management L.P. 0.00% New 4,303 $229K
Richardson Financial Services Inc. 0.14% Reduce -4.9% 4,298 $228K
Norden Group LLC 0.02% New 4,286 $228K
CRA Financial Services, LLC 0.03% New 4,282 $228K
Exencial Wealth Advisors, LLC 0.01% New 4,237 $225K
TFB Advisors LLC 0.06% Reduce -29.4% 4,290 $222K
Capstone Investment Advisors, LLC 0.00% New 4,177 $222K
Blalock Williams, LLC 0.19% New 4,142 $220K
First Citizens Bank & Trust Co. 0.00% New 4,106 $218K
Excalibur Management Corp. 0.08% New 4,065 $216K
HighPoint Advisor Group LLC 0.01% New 3,934 $209K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.9% 3,932 $209K
Bison Wealth, LLC 0.02% Reduce -26.3% 4,078 $208K
Advus Financial Partners, LLC 0.05% New 3,910 $208K
Triasima Portfolio Management inc. 0.03% New 3,874 $206K
CreativeOne Wealth, LLC 0.01% New 3,868 $206K
Systematic Alpha Investments, LLC 0.01% New 3,860 $205K
FSC Wealth Advisors, LLC 0.12% New 3,853 $205K
Legacy Advisors, LLC 0.03% — 3,800 $202K
Check Capital Management Inc. 0.01% New 3,800 $202K
Pinnacle Wealth Planning Services, Inc. 0.02% New 3,788 $201K
Traphagen Investment Advisors LLC 0.02% New 3,777 $201K
Global Retirement Partners, LLC 0.00% Add +33.4% 3,597 $191K
Quent Capital, LLC 0.01% New 3,210 $171K
Ancora Advisors LLC 0.00% Reduce -12.5% 3,209 $171K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -8.6% 3,200 $170K
Raiffeisen Bank International AG 0.00% No change 3,090 $166K
Huntington National Bank 0.00% Add +4.9% 3,114 $166K
Ostrum Asset Management 0.01% Reduce -3.1% 2,917 $155K
Brown Brothers Harriman & Co. 0.00% Add +268.3% 2,906 $154K
Clearstead Advisors, LLC 0.00% Add +2.8% 2,892 $154K
Raleigh Capital Management Inc. 0.06% Reduce -8.3% 2,738 $146K
LRI Investments, LLC 0.01% Reduce -15.3% 2,645 $141K
Ofi Invest Asset Management 0.00% New 2,918 $132K
TD Private Client Wealth LLC 0.00% Reduce -0.3% 2,404 $128K
Ameriflex Group, Inc. 0.05% Add +1158.7% 2,316 $123K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.1% 2,294 $122K
Armstrong Advisory Group, Inc. 0.01% No change 2,138 $114K
Cullen/Frost Bankers, Inc. 0.00% Add +2.0% 2,040 $108K
Corsicana & Co. 0.06% — 2,000 $106K
Johnson Financial Group, Inc. 0.00% New 1,984 $105K
Parkside Financial Bank & Trust 0.01% Add +0.7% 1,933 $103K
First Financial Corp. 0.04% No change 1,800 $96K
Exchange Traded Concepts, LLC 0.00% Reduce -7.9% 1,553 $83K
Private Trust Co. NA 0.01% Add +6.2% 1,516 $81K
Cromwell Holdings LLC 0.04% No change 1,502 $80K
Gen-Wealth Partners Inc 0.03% Reduce -9.1% 1,442 $77K
Rothschild Investment LLC 0.00% Add +171.5% 1,436 $76K
Westpac Banking Corp. 0.00% Reduce -79.5% 1,406 $75K
CVA Family Office, LLC 0.01% No change 1,387 $74K
Motco 0.01% Add +286.5% 1,349 $72K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -9.1% 1,300 $69K
CYBER HORNET ETFs LLC 0.04% Add +3.9% 1,262 $67K
Deseret Mutual Benefit Administrators 0.03% Reduce -7.9% 1,229 $65K
Bruce G. Allen Investments, LLC 0.05% Add +155.9% 1,218 $65K
Delta Asset Management LLC 0.01% No change 1,198 $64K
Manchester Capital Management LLC 0.01% Reduce -3.2% 1,196 $64K
Root Financial Partners, LLC 0.00% New 1,195 $64K
Legacy Wealth Managment, LLC 0.03% No change 1,167 $62K
Salem Investment Counselors Inc. 0.00% No change 1,135 $60K
AlphaCore Capital LLC 0.00% New 1,125 $60K
NBT Bank, N.A. 0.00% Reduce -95.2% 53 $59K
SBI Securities Co., Ltd. 0.00% Reduce -29.4% 1,087 $58K
Zions Bancorporation, National Association 0.00% Reduce -0.7% 989 $53K
SJS Investment Consulting Inc. 0.01% Add +3569.2% 954 $51K
Grove Bank & Trust 0.01% Add +22.9% 924 $49K
CENTRAL TRUST Co 0.00% Reduce -3.3% 912 $48K
State of Wyoming 0.01% Add +1.4% 881 $47K
Harbour Investments, Inc. 0.00% Add +8.1% 869 $46K
REAP Financial Group, LLC 0.01% Add +14.5% 843 $45K
Sentry Investment Management LLC 0.03% Reduce -40.1% 781 $41K
Summit Securities Group LLC 0.01% Add +154.8% 744 $40K
Canton Hathaway, LLC 0.01% No change 730 $39K
Spire Wealth Management 0.00% Reduce -6.4% 689 $37K
GoalVest Advisory LLC 0.01% No change 680 $36K
Trust Co. of Vermont 0.00% Add +4.7% 671 $36K
Covestor Ltd 0.02% Reduce -80.0% 659 $35K
Private Wealth Management Group, LLC 0.01% No change 644 $34K
Hemington Wealth Management 0.00% Add +7.0% 646 $34K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 630 $33K
Valley National Advisers Inc. 0.01% No change 608 $32K
True Wealth Design, LLC 0.01% Add +891.5% 585 $31K
GPS Wealth Strategies Group, LLC 0.00% No change 570 $30K
CoreCap Advisors, LLC 0.00% Reduce -7.3% 557 $30K
Bank of New Hampshire 0.01% No change 550 $29K
Crewe Advisors LLC 0.00% New 525 $28K
Vision Financial Markets LLC 0.02% No change 500 $27K
Golden State Wealth Management, LLC 0.00% No change 436 $23K
Geneos Wealth Management Inc. 0.00% Reduce -94.5% 425 $23K
Ameliora Wealth Management Ltd. 0.01% No change 420 $22K
Smallwood Wealth Investment Management, LLC 0.01% No change 378 $20K
WPG Advisers, LLC 0.02% Add +8.8% 370 $20K
DT Investment Partners, LLC 0.00% No change 364 $19K
Clearstead Trust, LLC 0.00% No change 362 $19K
Quarry LP 0.01% New 361 $19K
Kelleher Financial Advisors 0.00% New 350 $19K
Bfsg, LLC 0.00% No change 350 $19K
Whittier Trust Co. of Nevada Inc. 0.00% Add +33.6% 342 $18K
Roxbury Financial LLC 0.02% Add +0.9% 330 $18K
Farmers & Merchants Investments Inc. 0.00% No change 320 $17K
SouthState Bank Corp 0.00% Reduce -9.7% 316 $17K
McIlrath & Eck, LLC 0.00% No change 309 $16K
ORG Partners LLC 0.00% Add +93.6% 302 $16K
Citizens National Bank Trust Department 0.00% No change 300 $16K
Wilmington Savings Fund Society, FSB 0.00% Reduce -93.8% 297 $16K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -3.7% 287 $15K
First Horizon Corp. 0.00% — 271 $14K
Frazier Financial Advisors, LLC 0.01% No change 270 $14K
JPL Wealth Management, LLC 0.00% New 269 $14K
Retirement Wealth Solutions LLC 0.01% No change 251 $13K
Quest 10 Wealth Builders, Inc. 0.01% Add +9.3% 247 $13K
Cornerstone Planning Group LLC 0.00% Add +108.7% 240 $12K
Sunbelt Securities, Inc. 0.00% New 227 $12K
Icon Advisers Inc. 0.00% New 225 $12K
Barrett & Company, Inc. 0.00% No change 218 $12K
Strategic Wealth Partners, Ltd. 0.00% No change 217 $12K
Leonteq Securities AG 0.00% Reduce -95.6% 216 $11K
Harbor Investment Advisory, LLC 0.00% No change 209 $11K
Decker Retirement Planning Inc. 0.01% No change 205 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 201 $11K
Wealth Preservation Advisors, LLC 0.01% Reduce -33.3% 200 $11K
North Star Investment Management Corp. 0.00% No change 200 $11K
Key Financial Inc 0.00% Add +120.9% 201 $11K
Salomon & Ludwin, LLC 0.00% New 194 $10K
Boreal Capital Management LLC 0.01% No change 173 $9K
Physician Wealth Advisors, Inc. 0.00% Add +237.3% 172 $9K
Creative Financial Designs Inc. 0.00% No change 171 $9K
Duncker Streett & Co. Inc. 0.00% No change 170 $9K
S&T Bank 0.00% Add +690.5% 166 $9K
HHM Wealth Advisors, LLC 0.00% No change 164 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 159 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 163 $8K
Logan Capital Management Inc. 0.00% Add +0.7% 145 $8K
Prestige Wealth Management Group LLC 0.00% No change 144 $8K
AdvisorNet Financial, Inc 0.00% Add +37.9% 142 $8K
Financial Management Professionals, Inc. 0.00% Reduce -4.7% 142 $8K
N.E.W. Advisory Services LLC 0.00% No change 132 $7K
Princeton Global Asset Management LLC 0.00% No change 129 $7K
JFS Wealth Advisors, LLC 0.00% No change 127 $7K
Dunhill Financial, LLC 0.00% Add +0.8% 122 $6K
NFSG Corp 0.00% Reduce -14.8% 121 $6K
Asset Dedication, LLC 0.00% Add +70.0% 119 $6K
Avion Wealth 0.00% No change 113 $6K
Capital Advisors, Ltd. LLC 0.00% No change 122 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 112 $6K
Bogart Wealth, LLC 0.00% Add +12.5% 108 $6K
Nvwm, LLC 0.00% No change 104 $6K
KERR FINANCIAL PLANNING Corp 0.01% — 105 $5K
Fourth Dimension Wealth, LLC 0.00% No change 100 $5K
Fortitude Family Office, LLC 0.00% No change 97 $5K
Cloud Capital Management, LLC 0.00% New 109 $5K
Howard Hughes Medical Institute 0.00% Reduce -1.1% 93 $5K
GHP Investment Advisors, Inc. 0.00% No change 92 $5K
Colonial Trust Co / SC 0.00% No change 88 $5K
Highline Wealth Partners LLC 0.00% No change 85 $5K
Binnacle Investments Inc 0.00% Add +158.6% 75 $4K
Piscataqua Savings Bank 0.00% No change 75 $4K
Addison Advisors LLC 0.00% Reduce -32.7% 74 $4K
Tortoise Investment Management, LLC 0.00% Add +75.6% 72 $4K
Clark Wealth Partners 0.00% Add +195.4% 65 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 69 $4K
TFC Financial Management, Inc. 0.00% No change 61 $3K
Elevation Wealth Partners, LLC 0.00% New 56 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 56 $3K
Rosenberg Matthew Hamilton 0.00% No change 53 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +205.9% 52 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 52 $3K
Principia Wealth Advisory, LLC 0.00% Add +18.2% 52 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 52 $3K
Trifecta Capital Advisors, LLC 0.00% No change 50 $3K
Raffa Wealth Management, LLC 0.00% No change 49 $3K
Sachetta, LLC 0.00% No change 44 $2K
Bell Investment Advisors, Inc 0.00% Add +29.4% 44 $2K
High Note Wealth, LLC 0.00% No change 44 $2K
Marquette Asset Management, LLC 0.00% New 43 $2K
Center for Financial Planning, Inc. 0.00% No change 43 $2K
Hughes Financial Services, LLC 0.00% No change 40 $2K
HM Payson & Co. 0.00% No change 38 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 38 $2K
Rialto Wealth Management, LLC 0.00% Add +16.1% 36 $2K
Stone House Investment Management, LLC 0.00% New 36 $2K
Aspect Partners, LLC 0.00% New 35 $2K
Avalon Trust Co 0.00% New 34 $2K
Bare Financial Services, Inc 0.00% Add +200.0% 33 $2K
United Community Bank 0.00% New 32 $2K
PFS Partners, LLC 0.00% New 30 $2K
Main Street Group, LTD 0.00% Reduce -9.4% 29 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +27.3% 28 $1K
Rise Advisors, LLC 0.00% Add +58.8% 27 $1K
Financial Consulate, Inc. 0.00% New 26 $1K
Kilter Group LLC 0.00% No change 25 $1K
SWAN Capital LLC 0.00% No change 25 $1K
Transamerica Financial Advisors, LLC 0.00% Add +400.0% 25 $1K
Texas Capital Bancshares Inc 0.00% New 24 $1K
HFM Investment Advisors, LLC 0.00% No change 20 $1K
Coston, McIsaac & Partners 0.00% New 31 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 18 $931
Country Trust Bank 0.00% New 16 $851
Grey Fox Wealth Advisors, LLC 0.00% New 16 $832
American Capital Advisory, LLC 0.00% No change 15 $798
Wealth Watch Advisors, INC 0.00% New 13 $691
Redwood Park Advisors LLC 0.00% No change 12 $638
Winnacle Wealth LLC 0.00% New 10 $540
WestEnd Advisors, LLC 0.00% No change 10 $532
Turning Point Benefit Group, Inc. 0.00% New 10 $527
Strengthening Families & Communities, LLC 0.00% New 9 $482
Quaker Wealth Management, LLC 0.00% No change 9 $479
Activest Wealth Management 0.00% Add +200.0% 9 $478
Seneschal Advisors, LLC 0.00% New 8 $426
SOA Wealth Advisors, LLC. 0.00% No change 1 $63
Y.D. More Investments Ltd 0.00% Reduce -16.1% 340 $55
TD Waterhouse Canada Inc. 0.00% Reduce -100.0% 1 $53
Rakuten Securities, Inc. 0.00% Reduce -98.7% 1 $53
North Capital, Inc. 0.00% New 1 $53

"% of holder's portfolio" is CFG's weight in each manager's 13F, not the share of Citizens Financial Group the manager owns.