Citizens Financial GroupCFG

13F holders, Q1 2026 (March 31)
1,024holders +57
130new positions
71sold out
11famous investors
$59.87avg. 13F price*

At the end of Q1 2026, 1,024 institutions reported holding Citizens Financial Group (CFG) in their 13F filings, up 57 from Q4 2025. 130 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($2.8B), Capital World Investors ($1.7B) and Vanguard Capital Management LLC ($1.6B). 11 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Steve Cohen (0.2% of Point72 Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions130$122.5M
Exits71$136.1M

All 13F filers, Q4 2025 → Q1 2026: 30,532,759 shares bought and 37,661,455 shares sold, net −7,128,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,024 holders

BlackRock, Inc. 0.05% Add +2.5% 46,700,087 $2.8B
Capital World Investors 0.23% Reduce -24.4% 27,904,054 $1.7B
Vanguard Capital Management LLC 0.04% — 26,864,839 $1.6B
Invesco Ltd. 0.13% Add +0.8% 22,926,809 $1.4B
State Street Corp. 0.04% Reduce -11.0% 20,262,332 $1.2B
Vanguard Portfolio Management LLC 0.06% — 19,925,763 $1.2B
Morgan Stanley 0.05% Add +13.3% 12,712,681 $762.4M
Geode Capital Management, LLC 0.04% Add +4.0% 11,810,470 $705.7M
AQR Capital Management 0.20% Reduce -5.0% 7,340,645 $433.9M
Nordea Investment Management AB 0.40% Add +1.4% 7,323,185 $430.1M
Ninety One UK Ltd 0.94% Add +2.9% 6,768,224 $405.9M
Charles Schwab Investment Management Inc. 0.06% Reduce -1.0% 6,679,483 $400.6M
LSV Asset Management 0.78% Reduce -2.3% 6,060,165 $363.4M
Dimensional Fund Advisors LP 0.06% Add +0.6% 4,719,160 $282.9M
Goldman Sachs Group Inc. 0.04% Reduce -10.2% 4,568,369 $274.0M
Northern Trust Corp. 0.04% Add +0.3% 4,486,554 $269.1M
Victory Capital Management Inc. 0.16% Reduce -13.4% 4,096,696 $245.7M
Royal Bank of Canada 0.05% Reduce -11.4% 4,034,949 $242.0M
Citadel Advisors 0.17% Add +89.0% 3,886,355 $233.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +14.7% 3,344,169 $200.5M
D. E. Shaw & Co. 0.15% Add +147.9% 2,957,561 $177.4M
Legal & General Group Plc 0.04% Add +0.3% 2,811,794 $168.6M
Amundi 0.05% Reduce -20.0% 2,810,153 $168.5M
Bank of America Corp. 0.01% Add +5.0% 2,682,294 $160.9M
Wellington Management Group LLP 0.03% Reduce -8.4% 2,596,716 $155.7M
Bank of New York Mellon Corp 0.03% Reduce -1.5% 2,524,511 $151.4M
FMR LLC 0.01% Add +4.0% 2,512,064 $150.6M
Balyasny Asset Management L.P. 0.30% Add +69.4% 2,458,997 $147.5M
Vanguard Fiduciary Trust Co. 0.04% — 2,376,430 $142.5M
Hotchkis & Wiley Capital Management LLC 0.43% Reduce -65.4% 2,306,798 $138.3M
UBS Group AG 0.02% Add +0.2% 2,258,155 $135.4M
Swedbank AB 0.13% Add +23.6% 2,107,414 $126.4M
Capital International Investors 0.03% Reduce -74.1% 2,071,663 $124.2M
Manufacturers Life Insurance Company, The 0.11% Reduce -5.8% 2,050,406 $123.0M
Acadian Asset Management LLC 0.17% Add +332.0% 1,960,174 $117.5M
JPMorgan Chase & Co. 0.01% Add +24.1% 2,005,402 $115.2M
Artemis Investment Management LLP 1.21% Reduce -22.4% 1,899,294 $113.9M
Point72 Asset Management 0.20% Reduce -27.8% 1,813,936 $108.8M
Assetmark, Inc. 0.22% Add +6.6% 1,788,249 $107.2M
Deutsche Bank AG 0.04% Reduce -9.8% 1,781,453 $106.8M
Qube Research & Technologies Ltd 0.14% Add +582.3% 1,694,180 $101.6M
Neuberger Berman Group LLC 0.08% Add +168.4% 1,668,240 $100.0M
HSBC Holdings PLC 0.06% Reduce -14.0% 1,579,301 $94.6M
Raymond James Financial Inc. 0.03% Add +7.4% 1,581,109 $94.6M
Barclays PLC 0.03% Add +32.7% 1,392,949 $83.5M
Millennium Management 0.06% Add +493.1% 1,312,084 $78.7M
Quantinno Capital Management LP 0.13% Add +28.7% 1,311,269 $78.6M
Alyeska Investment Group, L.P. 0.22% Reduce -40.0% 1,276,076 $76.5M
Impax Asset Management Group plc 0.53% Reduce -26.3% 1,274,383 $76.4M
Junto Capital Management LP 1.61% Add +89.5% 1,265,092 $75.9M
Wells Fargo & Company 0.01% Reduce -7.5% 1,241,050 $74.4M
Bank of Montreal 0.03% Reduce -12.1% 1,165,116 $69.9M
First Trust Advisors LP 0.05% Reduce -9.7% 1,138,819 $68.3M
Los Angeles Capital Management LLC 0.27% Reduce -16.2% 1,138,679 $68.3M
Jane Street Group, LLC 0.07% Add +1821.4% 1,055,996 $63.3M
GW&K Investment Management, LLC 0.56% Reduce -1.5% 1,050,635 $63.0M
Causeway Capital Management LLC 0.77% Add +3.4% 1,048,526 $62.9M
Russell Investments Group, Ltd. 0.07% Reduce -12.8% 1,026,517 $61.5M
Assenagon Asset Management S.A. 0.10% Add +53.0% 1,019,011 $61.1M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -5.5% 998,526 $59.9M
Citigroup Inc. 0.04% Add +107.5% 981,097 $58.8M
Todd Asset Management LLC 1.14% Reduce -1.7% 974,278 $58.4M
Bruni J V & Co. 6.08% Reduce -1.0% 971,020 $58.2M
AEGON ASSET MANAGEMENT UK Plc 0.76% Reduce -3.7% 957,259 $57.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +5.0% 947,987 $56.9M
Vanguard Global Advisers, LLC 0.03% — 947,914 $56.8M
Algebris (uk) Ltd. 4.07% Add +83.8% 928,970 $55.6M
Nuveen, LLC 0.01% Add +4.9% 923,137 $55.4M
Freestone Grove Partners LP 0.40% Add +29.3% 914,358 $54.8M
National Pension Service 0.04% Add +8.7% 912,092 $54.7M
Natixis Advisors, LLC 0.07% Add +24.2% 893,439 $53.6M
BNP Paribas Financial Markets 0.04% Add +41.4% 887,068 $53.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 878,519 $52.7M
Rhumbline Advisers 0.04% Reduce -0.8% 877,855 $52.6M
Engineers Gate Manager LP 0.65% Add +138.6% 862,098 $51.7M
California Public Employees Retirement System 0.03% Add +3.2% 827,813 $49.6M
Korea Investment CORP 0.10% Add +24.7% 817,311 $49.0M
Franklin Resources Inc. 0.01% Add +32.6% 796,299 $47.8M
Longaeva Partners L.P. 2.27% Add +110.3% 785,893 $47.1M
Envestnet Asset Management Inc. 0.01% Add +20.4% 759,359 $45.5M
Zacks Investment Management 0.36% Add +25.0% 752,253 $45.1M
Jones Financial Companies LLLP 0.02% Add +3745.0% 768,533 $44.4M
Bridgewater Associates 0.19% Reduce -16.4% 713,638 $42.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +31.5% 689,381 $41.3M
Vinva Investment Management Ltd 0.50% Reduce -4.4% 700,143 $40.2M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +34.3% 664,705 $39.9M
Teachers Retirement System of the State of Kentucky 0.30% No change 655,634 $39.3M
T. Rowe Price Associates Inc. 0.00% Reduce -3.5% 614,084 $36.8M
Teacher Retirement System of Texas 0.15% Add +4168.1% 609,786 $36.6M
Alliancebernstein L.P. 0.01% Add +8.7% 596,895 $34.9M
Man Group plc 0.07% Add +8.2% 579,151 $34.7M
SG Americas Securities, LLC 0.04% Add +88.4% 578,128 $34.7M
Ensign Peak Advisors, Inc 0.06% Add +498.1% 575,263 $34.5M
California State Teachers Retirement System 0.04% Reduce -0.5% 555,907 $33.3M
LPL Financial LLC 0.01% Add +1.6% 546,926 $32.8M
Prudential Financial Inc. 0.04% Add +152.6% 546,695 $32.8M
Basswood Capital Management, L.L.C. 1.64% Reduce -4.6% 536,209 $32.2M
HoldCo Asset Management, LP 2.33% Reduce -55.8% 522,526 $31.3M
Allspring Global Investments Holdings, LLC 0.05% Add +1.7% 513,090 $31.1M
AE Wealth Management LLC 0.17% Add +24.0% 511,610 $30.7M
Ieq Capital, LLC 0.14% Add +2.7% 506,748 $30.4M
Principal Financial Group Inc. 0.02% Reduce -0.7% 493,588 $29.6M
Federated Hermes, Inc. 0.05% Reduce -6.7% 482,504 $28.9M
Valley Wealth Managers, Inc. 1.82% Reduce -3.9% 472,584 $28.3M
Pinebridge Investments LLC 0.23% Add +10.7% 463,410 $27.8M
Klingman & Associates, LLC 1.33% Add +7.0% 456,878 $27.4M
Caisse de depot et placement du Quebec 0.04% Add +3.1% 438,411 $26.3M
Two Sigma Investments, LP 0.02% Add +1202.7% 438,015 $26.3M
Schroder Investment Management Group 0.02% Reduce -32.3% 443,398 $25.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -1.9% 407,047 $24.4M
Nomura Asset Management International Inc. 0.04% Reduce -10.6% 405,639 $24.3M
Creative Planning 0.02% Add +22.7% 404,143 $24.2M
New York State Teachers Retirement System 0.05% Add +9.0% 393,918 $23.6M
Mariner, LLC 0.03% Add +28.9% 391,348 $23.5M
Cerity Partners LLC 0.03% Add +11.6% 382,525 $22.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +9.8% 381,326 $22.9M
Prana Capital Management, LP 0.69% Reduce -61.0% 376,516 $22.6M
Aviva PLC 0.04% Add +2.8% 373,959 $22.4M
Stieven Capital Advisors, L.P. 4.79% Reduce -0.3% 373,880 $22.4M
Frontier Capital Management Co. LLC 0.23% Reduce -4.4% 373,384 $22.4M
Erste Asset Management GmbH 0.21% Add +299.2% 388,966 $22.3M
Capital International, Inc. 0.17% Reduce -44.1% 365,869 $21.9M
Ceredex Value Advisors LLC 0.67% Reduce -11.9% 357,200 $21.4M
HRT Financial LP 0.05% Add +48.1% 355,869 $21.3M
Hudson Bay Capital Management LP 0.14% Add +16.7% 355,364 $21.3M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.2% 355,158 $21.3M
DNB Asset Management AS 0.07% Add +45.0% 349,977 $21.0M
Sei Investments Co. 0.02% Add +6.7% 349,068 $20.9M
STRS Ohio 0.08% Reduce -22.5% 347,367 $20.8M
Kornitzer Capital Management Inc. 0.44% Reduce -10.5% 341,784 $20.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -11.3% 333,979 $20.0M
Aberdeen Group plc 0.03% Add +3.2% 329,951 $19.8M
Eurizon Capital SGR S.p.A. 0.06% Add +7.5% 321,797 $19.3M
Stifel Financial Corp. 0.02% Add +4.2% 315,789 $18.9M
Citizens Financial Group Inc. 0.26% Reduce -7.1% 315,426 $18.9M
Hosking Partners LLP 0.66% Add +8.0% 309,493 $18.6M
Ameriprise Financial Inc. 0.00% Reduce -5.8% 308,554 $18.5M
Zurich Insurance Group Ltd 0.14% Reduce -56.9% 300,705 $18.0M
Old National Bancorp 0.30% Add +81.5% 299,733 $18.0M
Sound Income Strategies, LLC 0.87% Reduce -3.0% 296,159 $17.9M
Soros Fund Management 0.33% No change 298,507 $17.9M
CANADA LIFE ASSURANCE Co 0.03% Add +0.3% 297,549 $17.9M
Danske Bank A/S 0.04% Reduce -2.4% 291,783 $17.5M
State of Wisconsin Investment Board 0.04% Reduce -12.6% 280,128 $16.8M
DekaBank Deutsche Girozentrale 0.03% No change 275,006 $16.8M
Strategic Value Bank Partners LLC 8.88% No change 275,500 $16.5M
Jupiter Asset Management Ltd. 0.09% Reduce -0.6% 268,748 $16.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.30% No change 265,671 $15.9M
O'shaughnessy Asset Management, LLC 0.08% Reduce -1.4% 260,701 $15.6M
New York State Common Retirement Fund 0.02% Reduce -3.9% 257,204 $15.4M
Toronto Dominion Bank 0.03% Reduce -21.0% 251,330 $15.1M
Ategra Capital Management, LLC 8.30% Add +3.6% 248,665 $14.9M
Corient Private Wealth LP 0.02% Add +133.2% 249,156 $14.8M
Pictet Asset Management Holding SA 0.02% Reduce -12.2% 239,343 $14.4M
Taikang Asset Management (Hong Kong) Co Ltd 1.42% Add +127.5% 238,340 $14.3M
Public Employees Retirement System of Ohio 0.04% Reduce -9.4% 230,577 $13.8M
Lord, Abbett & Co. LLC 0.05% New 230,310 $13.8M
Ninety One SA (Pty) Ltd 0.58% Add +49.8% 228,743 $13.6M
Cwm, LLC 0.04% Add +20.3% 225,549 $13.5M
Soapstone Management L.P. 9.61% No change 225,000 $13.5M
Baird Financial Group, Inc. 0.02% Reduce -0.2% 223,355 $13.4M
Susquehanna International Group, LLP 0.02% Add +176.9% 218,936 $13.1M
Bokf, NA 0.20% Reduce -3.0% 218,865 $13.1M
Vanguard Investments Australia, Ltd. 0.04% — 214,804 $12.9M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.9% 209,366 $12.6M
Focus Partners Wealth 0.01% Add +9.7% 201,494 $12.1M
AustralianSuper Pty Ltd 0.06% Reduce -14.5% 194,770 $11.7M
Wealthfront Advisers LLC 0.03% Reduce -1.0% 192,794 $11.6M
Nisa Investment Advisors, LLC 0.04% Add +55.5% 192,351 $11.5M
National Bank of Canada 0.01% Add +29.3% 191,982 $11.5M
Tredje AP-fonden 0.06% Add +306.0% 190,779 $11.4M
Captrust Financial Advisors 0.02% Add +34.8% 186,501 $11.2M
American Century Companies Inc. 0.01% Reduce -3.0% 185,497 $11.1M
APG Asset Management N.V. 0.04% Reduce -36.9% 213,664 $11.1M
Treasurer of the State of North Carolina 0.03% Add +2.2% 183,760 $11.0M
Asset Management One Co., Ltd. 0.03% Add +3.7% 182,589 $10.9M
Rafferty Asset Management, LLC 0.04% Reduce -35.1% 181,459 $10.9M
Cibc World Market Inc. 0.02% Add +136.4% 174,617 $10.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -19.9% 181,099 $10.4M
Mn Services Vermogensbeheer B.V. 0.07% No change 167,577 $10.1M
Royal London Asset Management Ltd. 0.02% Add +0.8% 167,155 $10.0M
Cambria Investment Management, L.P. 0.56% Add +4.2% 166,336 $10.0M
Channing Capital Management, LLC 0.25% Reduce -6.4% 164,081 $9.8M
KBC Group NV 0.02% Add +1.4% 162,157 $9.7M
HORAN Wealth, LLC 0.92% Add +101.8% 162,310 $9.7M
KLP Kapitalforvaltning As 0.04% Add +9.6% 160,660 $9.6M
ExodusPoint Capital Management, LP 0.10% Reduce -62.7% 160,341 $9.6M
Cetera Investment Advisers 0.01% Reduce -3.3% 159,144 $9.5M
Macquarie Group Ltd. 0.06% Reduce -12.0% 157,841 $9.5M
PNC Financial Services Group, Inc. 0.01% Add +2.2% 157,419 $9.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -1.1% 157,331 $9.4M
Mediolanum International Funds Ltd 0.10% Add +4.1% 163,261 $9.4M
TD Asset Management Inc 0.01% Reduce -2.3% 155,544 $9.3M
Goelzer Investment Management, Inc. 0.45% Reduce -0.3% 153,963 $9.2M
Mercer Global Advisors Inc. 0.01% Reduce -1.9% 153,472 $9.2M
MetLife Investment Management, LLC 0.05% Reduce -2.7% 152,171 $9.1M
DRW Securities, LLC 0.46% Reduce -8.4% 141,970 $8.5M
Horizon Investments, LLC 0.09% Reduce -10.5% 142,137 $8.5M
Pathstone Holdings, LLC 0.03% Reduce -2.6% 140,873 $8.4M
Graham Capital Management, L.P. 0.38% Add +266.4% 140,716 $8.4M
NFJ Investment Group, LLC 0.32% Reduce -18.3% 140,696 $8.4M
State of Tennessee, Department of Treasury 0.03% Reduce -6.3% 140,226 $8.4M
Andra AP-fonden 0.10% Add +26.8% 138,600 $8.3M
Truist Financial Corp. 0.01% Add +4.1% 137,574 $8.3M
Resona Asset Management Co.,Ltd. 0.04% Add +3.0% 137,188 $8.2M
Mackenzie Financial Corp. 0.01% Add +9.6% 130,210 $7.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +86.6% 128,884 $7.7M
Tidal Investments LLC 0.02% Add +122.7% 129,378 $7.6M
FJ Capital Management LLC 0.85% New 125,939 $7.6M
Flputnam Investment Management Co. 0.11% New 125,380 $7.5M
First National Trust Co 0.25% New 124,487 $7.5M
Fisher Asset Management 0.00% Reduce -3.7% 123,724 $7.4M
Robeco Institutional Asset Management B.V. 0.01% Add +425.7% 122,925 $7.4M
State of Michigan Retirement System 0.04% Reduce -1.2% 121,973 $7.3M
ZWJ Investment Counsel Inc. 0.26% Add +9.0% 121,487 $7.3M
Public Sector Pension Investment Board 0.02% Add +10.5% 120,868 $7.2M
Thompson Investment Management, Inc. 0.93% Reduce -0.3% 119,098 $7.1M
LBP Am SA 0.10% New 118,809 $7.1M
Swiss Life Asset Management Ltd 0.03% Add +20.1% 117,734 $7.1M
Arizona State Retirement System 0.04% Reduce -1.4% 116,738 $7.0M
Czech National Bank 0.05% Add +2.2% 115,743 $6.9M
Voya Investment Management LLC 0.01% Add +35.6% 115,265 $6.9M
Formuepleje A/S 0.63% Reduce -62.2% 115,145 $6.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Add +812.7% 113,901 $6.8M
NewEdge Advisors, LLC 0.02% Add +67.3% 112,088 $6.7M
Peapack Gladstone Financial Corp. 0.08% Reduce -6.6% 109,386 $6.6M
State of New Jersey Common Pension Fund D 0.03% Add +22.2% 108,893 $6.5M
Maltese Capital Management LLC 1.30% Add +13.4% 107,779 $6.5M
CIBC Bancorp USA Inc. 0.01% — 105,636 $6.3M
Cary Street Partners Financial LLC 0.16% Reduce -4.0% 105,321 $6.3M
Sit Investment Associates Inc. 0.13% Reduce -16.0% 105,225 $6.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -64.8% 105,183 $6.3M
Sciencast Management LP 0.80% New 104,942 $6.3M
Red Cedar Investment Management, LLC 0.65% Reduce -0.6% 104,511 $6.3M
Munich Reinsurance Co Stock Corp in Munich 0.15% Add +62.5% 104,009 $6.2M
Guggenheim Capital LLC 0.05% Reduce -2.7% 103,671 $6.2M
CIBC Asset Management Inc 0.02% Add +0.7% 102,839 $6.2M
IFM Investors Pty Ltd 0.05% Add +2.8% 101,893 $6.1M
Asio Capital, LLC 0.86% Reduce -8.3% 101,876 $6.1M
ProShare Advisors LLC 0.01% Reduce -4.9% 100,169 $6.0M
Harvest Portfolios Group Inc. 0.10% Reduce -7.7% 100,100 $6.0M
Shellback Capital, LP 0.85% New 100,000 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.9% 98,997 $5.9M
Systematic Financial Management LP 0.13% Reduce -2.5% 98,097 $5.9M
Fifth Third Bancorp 0.01% Add +225.0% 97,613 $5.9M
HighTower Advisors, LLC 0.01% Add +61.4% 94,662 $5.7M
Milford Funds Ltd. 0.12% Reduce -60.4% 93,000 $5.6M
Siena Capital Partners GP, LLC 1.44% No change 92,831 $5.6M
Retirement Systems of Alabama 0.02% Reduce -1.2% 90,250 $5.4M
XTX Topco Ltd 0.09% Add +417.0% 89,370 $5.4M
BTC Capital Management, Inc. 0.36% Add +4.0% 88,816 $5.3M
Olstein Capital Management, L.P. 1.15% Reduce -16.0% 88,200 $5.3M
SEB Asset Management AB 0.02% — 86,682 $5.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -1.6% 85,213 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.0% 83,560 $5.0M
Woodline Partners LP 0.02% Add +13.8% 83,417 $5.0M
Ascent Group, LLC 0.17% Reduce -9.4% 82,563 $5.0M
Amalgamated Bank 0.04% Reduce -2.8% 82,231 $4.9M
Infrastructure Capital Advisors, LLC 0.70% Add +83.8% 82,212 $4.9M
Vanguard Personalized Indexing Management, LLC 0.05% Add +10.4% 81,807 $4.9M
Stanley-Laman Group, Ltd. 0.58% Add +7.7% 78,935 $4.7M
NEOS Investment Management LLC 0.02% Add +3.7% 76,054 $4.6M
Brandes Investment Partners, LP 0.03% Add +11.8% 76,001 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Add +16.9% 74,038 $4.4M
Elizabeth Park Capital Advisors, Ltd. 3.38% Reduce -6.6% 73,130 $4.4M
Daiwa Securities Group Inc. 0.01% Add +4.5% 72,806 $4.4M
Ethic Inc. 0.07% Add +1.4% 72,542 $4.4M
Trexquant Investment LP 0.03% Reduce -72.6% 72,481 $4.3M
Xponance LLC 0.03% Add +16.2% 72,110 $4.3M
Buckland Partners Management Co LLC 2.62% No change 72,000 $4.3M
Vista Investment Partners LLC 1.13% Add +3.9% 71,237 $4.3M
Ninety One North America, Inc. 0.19% Add +0.7% 69,913 $4.2M
Utah Retirement Systems 0.04% Reduce -3.0% 69,758 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -19.7% 69,038 $4.1M
Capital Investment Counsel, LLC 0.56% Add +4.5% 68,270 $4.1M
Crossmark Global Holdings, Inc. 0.06% Add +33.9% 68,179 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% No change 66,982 $4.0M
Bellwether Advisors, LLC 0.68% New 66,846 $4.0M
Merit Financial Group, LLC 0.03% Add +40.6% 65,392 $3.9M
Abn Amro Investment Solutions 0.05% Add +185.3% 64,894 $3.9M
MML Investors Services, LLC 0.01% Reduce -15.5% 63,616 $3.8M
New York Life Investment Management LLC 0.03% Add +1.5% 63,518 $3.8M
Triasima Portfolio Management inc. 0.57% New 62,399 $3.7M
Factorial Partners, LLC 2.70% Reduce -6.1% 62,000 $3.7M
Rakuten Investment Management, Inc. 0.01% Add +11.9% 63,297 $3.6M
MV Capital Management, Inc. 0.35% Reduce -1.9% 59,910 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.5% 59,197 $3.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.2% 58,954 $3.5M
Bank of Nova Scotia 0.01% Reduce -3.9% 57,904 $3.5M
Private Advisor Group, LLC 0.02% Add +0.5% 57,866 $3.5M
Handelsbanken Fonder AB 0.01% Add +34.9% 57,075 $3.4M
Petiole USA ltd 2.39% Reduce -7.6% 57,054 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -3.3% 56,987 $3.4M
Janney Montgomery Scott LLC 0.01% Add +35.8% 56,368 $3.4M
Summit Trail Advisors, LLC 0.05% Add +25.3% 56,154 $3.4M
Cookson Peirce & Co. Inc. 0.14% Add +8.8% 56,135 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Add +1.0% 56,019 $3.4M
Sanctuary Advisors, LLC 0.02% Add +12.4% 55,768 $3.3M
Janus Henderson Group PLC 0.00% Reduce -4.4% 55,313 $3.3M
Rockefeller Capital Management L.P. 0.01% Reduce -14.4% 55,079 $3.3M
Dynamic Advisor Solutions LLC 0.10% Add +31.0% 54,100 $3.2M
USS Investment Management Ltd 0.01% Add +5.6% 54,006 $3.2M
Verition Fund Management LLC 0.03% Reduce -24.7% 52,669 $3.2M
Bridgeway Capital Management, LLC 0.06% No change 52,350 $3.1M
Y-Intercept (Hong Kong) Ltd 0.06% New 51,913 $3.1M
Aster Capital Management (DIFC) Ltd 1.01% New 75,274 $3.1M
Intech Investment Management LLC 0.03% Add +293.8% 50,799 $3.0M
Integrated Wealth Concepts LLC 0.02% Add +49.1% 49,455 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +11.0% 49,442 $3.0M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.8% 48,708 $2.9M
Allstate Corp. 0.03% Add +50.5% 48,429 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +1.2% 47,674 $2.9M
BTG Pactual Asset Management US LLC 0.28% Add +57.4% 47,145 $2.8M
Intrust Bank NA 0.23% Add +9.0% 47,117 $2.8M
Capital Analysts, LLC 0.07% Add +1.5% 46,977 $2.8M
Candriam S.C.A. 0.01% Reduce -10.9% 46,597 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -4.9% 46,455 $2.8M
Campbell & CO Investment Adviser LLC 0.16% New 46,249 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -65.9% 46,095 $2.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% Reduce -0.1% 46,045 $2.8M
Brevan Howard Capital Management LP 0.03% Reduce -68.1% 45,908 $2.8M
iA Global Asset Management Inc. 0.04% Add +6.0% 45,904 $2.8M
Park Avenue Securities LLC 0.02% Reduce -16.9% 45,850 $2.8M
Vista Investment Partners Ii, LLC 1.23% Add +3.4% 45,840 $2.7M
Boston Common Asset Management, LLC 0.18% New 45,677 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -2.0% 45,206 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.6% 45,198 $2.7M
OP Asset Management Ltd 0.03% Reduce -11.4% 44,853 $2.7M
Old Port Advisors 0.62% Add +3.9% 44,597 $2.7M
Evergreen Capital Management LLC 0.06% Add +1.2% 44,326 $2.7M
First Manhattan Co. Llc. 0.01% Reduce -4.2% 44,272 $2.7M
Venture Visionary Partners LLC 0.09% Add +3.5% 44,027 $2.6M
Wellington Shields Capital Management, LLC 0.40% No change 44,000 $2.6M
Dark Forest Capital Management LP 0.23% Reduce -53.6% 42,955 $2.6M
Hantz Financial Services, Inc. 0.04% Add +0.8% 42,451 $2.5M
State of Alaska, Department of Revenue 0.03% Reduce -1.5% 42,034 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 41,794 $2.5M
StoneX Group Inc. 0.13% Reduce -14.5% 41,651 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -26.5% 41,468 $2.5M
Keybank National Association 0.01% Reduce -3.1% 41,314 $2.5M
Private Management Group Inc. 0.07% No change 40,565 $2.4M
HB Wealth Management, LLC 0.01% Add +26.8% 37,947 $2.3M
OMERS ADMINISTRATION Corp 0.01% Add +126.9% 37,578 $2.3M
Arvest Bank Trust Division 0.12% Add +1.3% 37,314 $2.2M
Strategic Investment Advisors / MI 0.15% Add +12.4% 37,111 $2.2M
Meridian Wealth Management, LLC 0.08% Add +2.5% 37,034 $2.2M
Hager Investment Management Services, LLC 1.20% Add +33.2% 36,469 $2.2M
Canada Post Corp Registered Pension Plan 0.09% Add +83.1% 36,299 $2.2M
Credit Agricole S A 0.01% Reduce -41.1% 35,990 $2.2M
Brighton Jones LLC 0.05% New 35,833 $2.1M
Lee Financial Co 0.30% Reduce -0.4% 35,602 $2.1M
&partners 0.01% Add +14.4% 35,567 $2.1M
Avanza Fonder AB 0.06% No change 35,231 $2.1M
Vident Advisory, LLC 0.02% Add +121.7% 34,829 $2.1M
Empowered Funds, LLC 0.01% New 34,775 $2.1M
Altfest L J & Co. Inc. 0.22% Reduce -2.5% 34,224 $2.1M
Trust Investment Advisors 1.20% Reduce -11.6% 34,066 $2.0M
Wellington Shields & Co., LLC 0.52% No change 34,000 $2.0M
QRG Capital Management, Inc. 0.02% Add +11.0% 33,993 $2.0M
Osmosis Investment Management UK Ltd 0.05% Add +155.4% 33,815 $2.0M
TD Waterhouse Canada Inc. 0.01% Add +3288500.0% 32,886 $2.0M
Gulf International Bank (UK) Ltd 0.04% Add +56.1% 33,059 $2.0M
Nilsine Partners, LLC 0.15% Add +776.8% 30,407 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -1.9% 32,823 $2.0M
Parallax Volatility Advisers, L.P. 0.11% Reduce -49.3% 30,092 $2.0M
Sterling Investment Counsel, LLC 0.54% Add +1.2% 32,304 $1.9M
Glenmede Trust Co. NA 0.01% Add +12.0% 31,989 $1.9M
Diversified Trust Co. 0.03% Add +181.0% 31,293 $1.9M
Investment Management Corp of Ontario 0.02% Add +5.5% 30,734 $1.8M
Fiduciary Trust Co 0.02% Reduce -11.0% 30,515 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +13.4% 30,158 $1.8M
Jefferies Financial Group Inc. 0.02% Add +567.0% 29,741 $1.8M
Apollon Wealth Management, LLC 0.03% Add +12.2% 29,124 $1.7M
Chicago Partners Investment Group LLC 0.04% Add +30.2% 26,574 $1.7M
Caprock Group, LLC 0.04% Add +8.7% 28,795 $1.7M
Prosperity Consulting Group, LLC 0.08% Add +5.2% 28,764 $1.7M
Plato Investment Management Ltd 0.12% New 28,670 $1.7M
Quantbot Technologies LP 0.07% New 28,611 $1.7M
Donoghue Forlines LLC 0.47% Add +11.9% 28,479 $1.7M
Atria Investments, Inc 0.02% Reduce -9.5% 28,327 $1.7M
Ameritas Advisory Services, LLC 0.07% Reduce -11.0% 28,008 $1.7M
US Bancorp \de 0.00% Reduce -13.1% 27,802 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Add +4.4% 27,793 $1.7M
Vontobel Holding Ltd. 0.01% Add +464.3% 27,554 $1.7M
Generali Asset Management SPA SGR 0.03% New 27,360 $1.6M
ASR Vermogensbeheer N.V. 0.02% Add +8.3% 27,270 $1.6M
Salzhauer Michael 0.76% Add +467.5% 121,391 $1.6M
Bastion Asset Management Inc. 0.49% New 27,213 $1.6M
Krilogy Financial LLC 0.05% Reduce -1.3% 25,014 $1.6M
Essential Partners LLC 0.54% No change 26,775 $1.6M
Tounjian Advisory Partners, LLC 0.58% Add +15.0% 26,596 $1.6M
Integrated Quantitative Investments LLC 0.29% Add +475.3% 26,463 $1.6M
EFG International AG 0.03% Add +0.7% 26,149 $1.6M
Norinchukin Bank, The 0.02% Reduce -0.3% 26,059 $1.6M
Portfolio Design Labs, LLC 0.28% Reduce -19.6% 26,050 $1.6M
Tealwood Asset Management Inc. 0.71% Reduce -34.8% 25,972 $1.6M
Meeder Advisory Services, Inc. 0.06% Reduce -1.6% 25,779 $1.5M
Mizuho Securities USA LLC 0.04% Reduce -17.8% 25,692 $1.5M
Royal Palms Capital LLC 1.52% Add +45.5% 25,615 $1.5M
Arvest Investments, Inc. 0.21% Reduce -2.3% 25,526 $1.5M
AlTi Global, Inc. 0.03% Add +0.3% 25,494 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 25,327 $1.5M
Callan Family Office, LLC 0.03% Reduce -4.1% 25,299 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +32.1% 25,100 $1.5M
Staley Capital Advisers Inc. 0.06% No change 25,000 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% New 24,988 $1.5M
Fideuram Asset Management (Ireland) dac 0.19% Add +2034.4% 23,969 $1.5M
Brooklyn Investment Group 0.05% Add +43.6% 24,475 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.2% 24,404 $1.5M
Trivium Point Advisory, LLC 0.26% Reduce -9.5% 24,383 $1.5M
Pinnacle Associates Ltd. 0.02% Add +0.3% 24,126 $1.4M
Syon Capital LLC 0.07% Reduce -3.4% 24,077 $1.4M
Brown, Lisle/Cummings, Inc. 0.36% Reduce -8.2% 23,925 $1.4M
Farther Finance Advisors, LLC 0.01% Add +17.3% 23,621 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +19.8% 23,728 $1.4M
Highview Capital Management LLC 0.51% Add +5.0% 23,576 $1.4M
Magnetar Financial LLC 0.02% New 24,564 $1.4M
Bull Harbor Capital LLC 0.38% — 23,486 $1.4M
Paradigm Asset Management Co. LLC 0.33% No change 23,349 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +7.4% 23,300 $1.4M
Covenant Asset Management, LLC 0.29% Reduce -1.8% 23,277 $1.4M
New England Research & Management, Inc. 0.57% Reduce -2.9% 22,517 $1.4M
Maverick Capital 0.02% New 22,222 $1.3M
Commerzbank Aktiengesellschaft 0.03% Reduce -35.1% 22,096 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +231.8% 21,809 $1.3M
Everhart Financial Group, Inc. 0.11% Add +25.8% 21,792 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 21,700 $1.3M
Maryland State Retirement & Pension System 0.03% No change 21,678 $1.3M
M&T Bank Corp 0.00% Add +8.6% 21,635 $1.3M
Minerva Advisors LLC 0.83% No change 21,485 $1.3M
Phoenix Financial Ltd. 0.01% New 21,356 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -50.1% 21,352 $1.3M
Strategic Advisors LLC 0.21% No change 21,270 $1.3M
Qsemble Capital Management, LP 0.10% New 21,244 $1.3M
Fig Financial Advisory Services Inc. 0.80% Add +1.4% 21,214 $1.3M
Coldstream Capital Management Inc. 0.02% Add +15.9% 21,174 $1.3M
Curi Capital, LLC 0.02% Reduce -0.1% 21,167 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -0.1% 20,794 $1.2M
Bleakley Financial Group, LLC 0.02% Add +15.5% 20,721 $1.2M
Aaron Wealth Advisors LLC 0.07% Reduce -0.8% 20,711 $1.2M
Loomis Sayles & Co. L P 0.00% New 20,498 $1.2M
Belpointe Asset Management LLC 0.04% Add +64.1% 20,014 $1.2M
GAMMA Investing LLC 0.06% Add +7.5% 19,982 $1.2M
New Mexico Educational Retirement Board 0.04% No change 19,900 $1.2M
Romano Brothers and Company 0.14% Reduce -2.5% 19,867 $1.2M
Fort Sheridan Advisors LLC 0.14% No change 19,646 $1.2M
ING Groep NV 0.01% Reduce -2.6% 19,536 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +11.2% 19,515 $1.2M
Cox Capital Mgt LLC 0.78% New 19,509 $1.2M
SeaCrest Wealth Management, LLC 0.12% Add +0.6% 19,283 $1.2M
PVG Asset Management Corp. 0.68% New 17,245 $1.1M
Fox Run Management, L.L.C. 0.20% Add +185.3% 19,802 $1.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.47% Add +28.5% 18,936 $1.1M
Vise Technologies, Inc. 0.02% No change 19,415 $1.1M
Evolve Private Wealth, LLC 0.06% Add +7.6% 18,769 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -8.6% 18,704 $1.1M
Newman Dignan & Sheerar, Inc. 0.23% Reduce -3.1% 18,425 $1.1M
Benjamin Edwards Inc. 0.01% Add +4.1% 18,316 $1.1M
AG2R La Mondiale Gestion D'actifs 0.05% Add +1.3% 18,267 $1.1M
Metis Global Partners, LLC 0.03% Add +32.2% 18,215 $1.1M
Quadrant Capital Group LLC 0.03% Add +0.7% 18,062 $1.1M
Elevated Capital Advisors, LLC 0.27% Add +5.8% 17,752 $1.1M
Savant Capital, LLC 0.01% Add +26.0% 17,712 $1.1M
MUFG Securities EMEA plc 0.02% Reduce -84.0% 17,423 $1.0M
WealthTrust Asset Management, LLC 0.61% Add +3.1% 17,131 $1.0M
CSS LLC 0.16% Reduce -12.6% 17,080 $1.0M
Pekin Hardy Strauss, Inc. 0.11% Reduce -21.0% 17,046 $1.0M
Weiss Asset Management LP 0.03% New 16,860 $1.0M
Canada Pension Plan Investment Board 0.00% New 16,500 $990K
Advisory Services Network, LLC 0.01% Add +29.0% 16,483 $988K
Wedmont Private Capital 0.03% Add +12.8% 15,185 $968K
Kestra Private Wealth Services, LLC 0.01% Add +60.8% 16,142 $968K
Storebrand Asset Management As 0.00% No change 16,033 $961K
Par Capital Management Inc. 0.03% New 16,000 $960K
Centennial Wealth Advisory LLC 0.23% Add +27.3% 15,895 $953K
Empirical Finance, LLC 0.04% Reduce -0.3% 15,891 $953K
Saudi Central Bank 0.02% New 15,853 $951K
Independent Financial Group, LLC 0.02% Reduce -14.2% 15,620 $937K
Arax Advisory Partners 0.03% Add +0.2% 15,577 $934K
Blair William & Co. 0.00% Reduce -5.5% 15,330 $919K
Greenwood Capital Associates LLC 0.10% Reduce -39.0% 15,306 $918K
Bluesphere Advisors LLC 0.32% No change 15,180 $910K
Kestra Advisory Services, LLC 0.00% Add +7.1% 15,118 $907K
Simplicity Wealth,LLC 0.05% Add +0.3% 15,102 $906K
Brown Advisory Inc. 0.00% Add +0.8% 15,022 $901K
Gotham Asset Management 0.00% Add +4.9% 14,982 $898K
Allworth Financial LP 0.00% Reduce -1.5% 14,966 $897K
De Lisle Partners LLP 0.11% No change 14,863 $891K
Choreo, LLC 0.01% Add +0.4% 14,799 $887K
MAI Capital Management 0.01% Add +63.8% 14,736 $884K
E. Ohman J:or Asset Management AB 0.02% Reduce -15.5% 14,701 $882K
World Investment Advisors 0.01% Reduce -4.7% 14,625 $877K
D.A. Davidson & Co. 0.01% Reduce -0.1% 14,481 $868K
Sterling Capital Management LLC 0.02% Reduce -43.2% 14,460 $867K
Waverly Advisors, LLC 0.01% Add +54.7% 14,421 $865K
Lido Advisors, LLC 0.00% Reduce -1.9% 14,388 $863K
Myriad Asset Management Advisors LLC 0.25% New 14,387 $863K
Carl P. Sherr & Co., LLC 0.40% Reduce -0.0% 14,357 $861K
44 Wealth Management LLC 0.30% Add +103.1% 14,338 $860K
Greenleaf Trust 0.01% Add +1.8% 14,253 $855K
Silver Oak Securities, Incorporated 0.06% Add +10.8% 14,125 $847K
Center For Asset Management LLC 0.41% Add +4.8% 13,667 $820K
Affinity Investment Advisors, LLC 0.51% Add +19.0% 13,632 $818K
Banque Cantonale Vaudoise 0.03% Add +16.7% 13,597 $816K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.9% 13,598 $815K
Groupama Asset Managment 0.01% Reduce -56.8% 13,505 $810K
Archer Investment Corp 0.17% No change 13,500 $810K
Csenge Advisory Group 0.04% Reduce -5.2% 13,449 $807K
Bessemer Group Inc. 0.00% Reduce -3.0% 13,340 $801K
1834 Investment Advisors Co. 0.10% Add +12.1% 13,178 $790K
Clear Harbor Asset Management, LLC 0.05% Reduce -33.6% 13,082 $785K
Legacy Capital Group California, Inc. 0.30% Reduce -10.1% 12,944 $776K
Praxis Investment Management Inc. 0.05% No change 12,820 $769K
Mufg Securities Americas Inc. 0.05% Add +1.7% 12,780 $766K
Kera Capital Partners, Inc. 0.09% Add +2.3% 12,656 $759K
V-Square Quantitative Management LLC 0.08% Add +4.8% 12,574 $754K
William John Sempolinski 0.38% Reduce -28.5% 12,518 $751K
Rothschild Investment LLC 0.04% Add +35.7% 12,422 $745K
North Dakota State Investment Board 0.03% Reduce -16.9% 12,407 $744K
Virtu Financial LLC 0.03% New 12,310 $738K
Savvy Advisors, Inc. 0.02% Add +3.9% 12,039 $722K
Hennessy Advisors Inc. 0.03% Add +20.0% 12,000 $720K
Rothschild Wealth LLC 0.06% Add +20.6% 11,944 $716K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +80.2% 11,896 $713K
Pinnacle Holdings, LLC 0.25% No change 11,657 $699K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -2.9% 11,653 $699K
Frec Markets, Inc. 0.12% Add +105.6% 11,638 $698K
Commerce Bank 0.00% Add +5.1% 11,619 $697K
Fortis Capital Advisors, LLC 0.09% Reduce -5.4% 11,535 $692K
Securian Asset Management, Inc. 0.03% Reduce -1.3% 11,529 $691K
Baker Avenue Asset Management, LP 0.02% Add +29.4% 11,477 $688K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 11,447 $686K
Inscription Capital, LLC 0.07% Add +4.3% 11,371 $682K
NorthCrest Asset Manangement, LLC 0.02% Reduce -3.6% 11,167 $681K
Jackson Square Capital, LLC 0.14% New 11,330 $679K
Squarepoint Ops LLC 0.00% Reduce -1.3% 11,297 $677K
EverSource Wealth Advisors, LLC 0.02% Add +16.6% 11,206 $672K
Transcend Capital Advisors, LLC 0.05% Add +16.0% 11,094 $665K
Sagewood Asset Management LP 0.21% Add +20.0% 11,057 $663K
One Wealth Advisors, LLC 0.08% Add +38.1% 10,960 $657K
Sivia Capital Partners, LLC 0.13% Reduce -37.0% 10,893 $653K
Compass Wealth Management LLC 0.16% Reduce -0.5% 10,700 $642K
Evoke Wealth, LLC 0.01% Add +7.0% 10,629 $637K
TD Private Client Wealth LLC 0.01% Add +323.6% 10,551 $633K
Aptus Capital Advisors, LLC 0.01% Reduce -1.5% 10,527 $631K
Mirabella Financial Services LLP 0.06% New 10,479 $628K
New Wave Wealth Advisors LLC 0.22% Add +8.8% 10,457 $627K
Perbak Capital Partners LLP 0.15% New 10,437 $626K
Meeder Asset Management Inc. 0.04% Add +34.2% 10,431 $626K
Gateway Wealth Partners, LLC 0.02% New 10,428 $625K
SageView Advisory Group, LLC 0.02% Reduce -11.6% 10,362 $621K
Wealthspire Advisors, LLC 0.00% Reduce -31.2% 10,361 $621K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +12.3% 10,310 $618K
GTS Securities LLC 0.02% Add +90.1% 10,282 $617K
United Asset Strategies, Inc. 0.05% New 10,123 $607K
CWA Asset Management Group, LLC 0.02% New 10,053 $603K
Montchanin Asset Management, LLC 0.64% — 10,000 $600K
Abner Herrman & Brock LLC 0.07% New 10,000 $600K
Accurate Wealth Management, LLC 0.07% Add +17.6% 9,166 $588K
Caerus Investment Advisors, LLC 0.25% Add +2.7% 9,772 $586K
Ritholtz Wealth Management 0.01% Add +32.4% 9,736 $584K
Principal Securities, Inc. 0.01% Reduce -5.2% 9,732 $584K
Brown Brothers Harriman & Co. 0.00% Add +209.4% 9,661 $579K
Heartland Bank & Trust Co 0.13% Add +3.3% 9,582 $575K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.4% 9,464 $568K
Oxford Asset Management LLP 0.23% New 9,375 $562K
Mark Sheptoff Financial Planning, LLC 0.30% No change 8,700 $560K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -46.4% 9,330 $560K
Lecap Asset Management Ltd. 0.21% Reduce -56.6% 9,257 $555K
Mystic Asset Management, Inc. 0.13% Add +4.7% 9,216 $553K
Waddell & Associates, LLC 0.03% Add +17.7% 9,202 $552K
Resonant Capital Advisors, LLC 0.03% New 9,199 $552K
Smartleaf Asset Management LLC 0.02% Add +14.5% 9,572 $550K
Ballentine Partners, LLC 0.01% Add +0.9% 9,101 $546K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.9% 9,097 $546K
Cresset Asset Management, LLC 0.00% Reduce -33.8% 9,045 $542K
Harbour Capital Advisors, LLC 0.10% New 8,300 $541K
VestGen Advisors, LLC 0.01% Add +113.1% 8,656 $536K
Wilmington Savings Fund Society, FSB 0.01% New 8,932 $536K
Certuity, LLC 0.04% Add +44.5% 8,898 $534K
IFP Advisors, Inc 0.01% Reduce -12.2% 8,814 $529K
Lynx Investment Advisory 0.25% Add +1.1% 8,651 $519K
FORA Capital, LLC 0.04% Reduce -83.2% 8,604 $516K
Sagespring Wealth Partners, LLC 0.01% Add +14.5% 8,444 $506K
Toth Financial Advisory Corp. 0.05% New 8,280 $497K
Advisors Capital Management, LLC 0.01% Reduce -2.3% 8,120 $487K
Fortem Financial Group, LLC 0.12% Add +14.0% 8,104 $486K
Equitable Holdings, Inc. 0.00% Add +18.9% 8,278 $484K
Diversified Enterprises, LLC 0.03% Add +1.6% 8,033 $482K
Polymer Capital Management (US) LLC 0.07% Add +21.2% 8,031 $482K
1620 Investment Advisors, Inc. 0.33% Add +1.3% 8,010 $480K
Clearstead Advisors, LLC 0.00% Reduce -14.8% 7,931 $476K
International Private Wealth Advisors LLC 0.29% Add +21.2% 7,925 $475K
Jackson Thornton Wealth Management, LLC 0.04% Add +5.1% 7,352 $472K
Summit Financial, LLC 0.01% Add +1.3% 7,822 $469K
Sheets Smith Wealth Management 0.05% Add +0.7% 7,796 $468K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.1% 7,769 $466K
Tema ETFs LLC 0.03% Add +0.5% 7,700 $462K
Summitry LLC 0.02% Add +27.5% 7,697 $462K
Vestcor Inc 0.01% No change 7,673 $460K
Two Sigma Securities, LLC 0.05% New 7,669 $460K
J. Safra Sarasin Holding AG 0.01% Add +4.4% 7,660 $459K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -95.3% 7,599 $456K
Huntington National Bank 0.00% Add +120.0% 7,560 $453K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 7,547 $453K
Perigon Wealth Management, LLC 0.01% Reduce -2.5% 7,525 $451K
Great Lakes Advisors, LLC 0.00% Add +1.0% 7,420 $445K
Atalanta Sosnoff Capital, LLC 0.01% Add +13.4% 7,405 $444K
Beese Fulmer Investment Management, Inc. 0.03% Add +33.9% 7,383 $443K
Fund Advisors of America Inc 0.44% Add +0.2% 7,313 $439K
Compound Planning, Inc. 0.01% Add +17.4% 7,222 $433K
Versant Capital Management, Inc 0.04% Add +15.0% 7,174 $430K
GMO 0.00% Reduce -18.6% 7,170 $430K
Mather Group, Llc. 0.00% Reduce -1.9% 7,116 $427K
TCW Group Inc. 0.00% Add +2.4% 7,077 $424K
Gateway Investment Advisers LLC 0.00% New 7,073 $424K
Sandro Wealth Management LLC 0.34% Add +8.1% 7,004 $420K
Continuum Advisory, LLC 0.04% Add +1.6% 6,949 $417K
Penserra Capital Management LLC 0.00% Add +2.4% 6,964 $416K
Picton Mahoney Asset Management 0.00% Add +10.4% 6,913 $415K
Woodward Diversified Capital, LLC 0.19% Add +14.1% 6,393 $412K
CX Institutional 0.01% Reduce -1.4% 6,843 $410K
Walleye Trading LLC 0.01% New 6,836 $410K
Brookstone Capital Management 0.00% Reduce -1.5% 6,716 $403K
Parallel Advisors, LLC 0.01% Add +10.3% 6,707 $402K
Severin Investments, LLC 0.34% New 6,681 $401K
Gilbert & Cook, Inc. 0.05% Add +1.6% 6,663 $400K
Signaturefd, LLC 0.01% Add +11.9% 6,636 $398K
SYM FINANCIAL Corp 0.04% No change 6,618 $397K
Fidelis Capital Partners, LLC 0.03% Add +5.0% 6,579 $395K
Ellevest, Inc. 0.05% Reduce -12.3% 6,578 $394K
HUB Investment Partners, LLC 0.01% Add +17.9% 6,568 $394K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -26.2% 6,448 $387K
Van Eck Associates Corp. 0.00% Add +10.9% 6,440 $386K
Pinion Investment Advisors, LLC 0.09% Add +0.8% 6,419 $385K
EP Wealth Advisors, LLC 0.00% Add +14.4% 6,409 $384K
Klingenstein Fields & Co. LP 0.02% No change 6,402 $384K
Essex Financial Services, Inc. 0.02% Add +0.9% 6,393 $383K
DGS Capital Management, LLC 0.06% Add +44.4% 6,381 $383K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.2% 6,349 $381K
Arkadios Wealth Advisors 0.01% Add +9.9% 6,330 $380K
Virtus Wealth Solutions LLC 0.07% New 6,318 $379K
Parsons Capital Management Inc. 0.02% New 6,271 $376K
Sowell Financial Services LLC 0.01% Add +14.3% 6,248 $375K
Siemens Fonds Invest GmbH 0.02% Add +5.1% 6,234 $374K
HBK Sorce Advisory LLC 0.01% Reduce -4.8% 5,817 $371K
AlphaCore Capital LLC 0.01% Add +165.1% 6,153 $369K
Whittier Trust Co. 0.00% No change 5,981 $367K
Larson Financial Group LLC 0.01% Add +27.1% 6,066 $364K
Crumly & Associates Inc. 0.08% No change 6,039 $362K
waypoint wealth counsel 0.19% Reduce -3.7% 5,979 $359K
Asahi Life Asset Management Co., LTD. 0.23% Reduce -21.7% 5,975 $358K
UMB Bank, n.a. 0.01% Reduce -0.1% 5,966 $358K
Pointe Capital Management LLC 0.18% No change 5,963 $358K
Moors & Cabot, Inc. 0.02% Reduce -6.3% 5,920 $355K
Beacon Pointe Advisors, LLC 0.00% New 5,870 $352K
Prelude Capital Management, LLC 0.03% Add +38.2% 5,862 $352K
LCNB Corp. 0.12% Add +30.7% 5,805 $348K
Quantitative Investment Management, LLC 0.04% Reduce -50.0% 5,819 $348K
Norden Group LLC 0.03% Add +4.1% 5,783 $347K
Ponta Wealth Partners, LLC 0.27% New 5,601 $336K
Soltis Investment Advisors LLC 0.02% Add +27.9% 5,569 $334K
Parcion Private Wealth LLC 0.02% Add +5.7% 5,535 $332K
Hall Capital Management Co. Inc. 0.12% Reduce -13.6% 5,089 $331K
Mgo One Seven LLC 0.01% Add +4.5% 5,506 $330K
Biltmore Family Office, LLC 0.05% New 5,485 $329K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.1% 5,459 $327K
Daymark Wealth Partners, LLC 0.01% New 5,449 $327K
Panagora Asset Management Inc. 0.00% No change 5,446 $327K
Rossby Financial, LCC 0.07% Add +7.1% 5,380 $326K
Journey Strategic Wealth LLC 0.01% Add +36.4% 5,430 $326K
Wick Capital Partners, LLC 0.06% Add +2.5% 5,391 $323K
Cary Street Partners Investment Advisory LLC 0.08% Add +13.1% 5,385 $323K
Nicolet Bankshares Inc. 0.01% New 5,340 $320K
Profund Advisors LLC 0.01% Reduce -18.7% 5,314 $319K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -82.0% 5,303 $318K
Tocqueville Asset Management L.P. 0.00% Add +1.2% 5,281 $317K
Lincoln Capital Corp. 0.12% Reduce -15.6% 5,217 $313K
OneDigital Investment Advisors LLC 0.00% Reduce -28.2% 5,188 $311K
GenTrust, LLC 0.01% Add +25.5% 5,169 $310K
Iams Wealth Management, LLC 0.11% Add +27.4% 5,114 $307K
SVB Wealth LLC 0.02% Reduce -0.0% 5,106 $306K
Impact Partnership Wealth, LLC 0.04% New 5,101 $306K
Cidel Asset Management Inc. 0.02% Add +9.9% 5,088 $305K
Fieldview Capital Management, LLC 0.09% New 5,029 $302K
Sapient Capital LLC 0.00% Add +6.0% 4,991 $299K
Elevated Financial Group LLC 0.10% Reduce -9.0% 4,988 $299K
Prospera Financial Services Inc 0.00% Add +36.2% 4,984 $299K
Ostrum Asset Management 0.02% Add +127.2% 4,977 $298K
Paragon Capital Management Ltd 0.06% Reduce -4.4% 4,968 $298K
Poinciana Advisors Group, LLC 0.24% No change 4,968 $298K
Balefire, LLC 0.06% Reduce -6.1% 4,960 $297K
Walleye Capital LLC 0.00% Reduce -66.2% 4,951 $297K
Trust Asset Management LLC 0.02% No change 4,948 $297K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -4.2% 4,923 $295K
Sanchez Gaunt Capital Management, LLC 0.18% — 4,914 $295K
Exencial Wealth Advisors, LLC 0.01% Reduce -6.5% 4,907 $294K
Oakmont Investment Advisors, Inc. 0.27% New 4,881 $293K
Drucker Wealth 3.0, LLC 0.05% Add +0.6% 4,844 $291K
Waterloo Capital, L.P. 0.02% Add +15.2% 4,822 $289K
Checchi Capital Advisers, LLC 0.02% Add +33.7% 4,821 $289K
Bison Wealth, LLC 0.03% Add +0.3% 4,764 $288K
Hoxton Planning & Management, LLC 0.09% Add +0.8% 4,794 $287K
State of Wyoming 0.03% Add +166.0% 4,774 $286K
Elevation Point Wealth Partners, LLC 0.01% New 4,744 $284K
AlphaGrep UK Ltd 0.08% New 4,742 $284K
Fort Washington Investment Advisors Inc. 0.00% Reduce -40.9% 4,718 $283K
71 West Capital Partners 0.01% New 4,677 $280K
Abel Hall, LLC 0.06% New 4,657 $279K
Optas, LLC 0.04% Reduce -49.2% 4,625 $277K
CreativeOne Wealth, LLC 0.01% Reduce -4.8% 4,618 $277K
Personal Cfo Solutions, LLC 0.04% Reduce -1.9% 4,605 $276K
Gradient Capital Advisors, LLC 0.07% No change 4,575 $274K
American Trust 0.02% Reduce -5.0% 4,502 $270K
Cozad Asset Management Inc. 0.02% New 4,502 $270K
Ancora Advisors LLC 0.01% Add +5.3% 4,500 $270K
PDS Planning, Inc 0.02% Reduce -0.3% 4,492 $269K
Orion Capital Management LLC 0.09% No change 4,475 $268K
Catalyst Funds Management Pty Ltd 0.05% New 4,474 $268K
CRA Financial Services, LLC 0.03% Reduce -0.1% 4,473 $268K
Earned Wealth Advisors, LLC 0.02% Add +20.6% 4,465 $268K
Advyzon Investment Management, LLC 0.02% New 4,445 $267K
Signal Advisors Wealth, LLC 0.02% Add +7.1% 4,407 $264K
Ipswich Investment Management Co., Inc. 0.06% Reduce -5.4% 4,374 $262K
Knightsbridge Asset Management, LLC 0.04% Add +14.1% 4,348 $261K
Decision Investments, Inc. 0.30% Add +0.5% 4,340 $260K
TFB Advisors LLC 0.13% Add +1.1% 4,285 $257K
RFG Advisory, LLC 0.00% Add +13.8% 4,218 $253K
Regal Investment Advisors LLC 0.01% New 4,186 $251K
Legacy Advisors, LLC 0.03% Add +9.8% 4,172 $250K
Family Manage LLC 0.03% Add +8.3% 4,168 $250K
Twinbeech Capital LP 0.03% New 4,161 $250K
McGlone Suttner Wealth Management, Inc. 0.03% Add +19.2% 4,142 $248K
Patriot Financial Group Insurance Agency, LLC 0.01% New 4,130 $248K
Hidden Cove Wealth Management, LLC 0.16% Add +6.2% 4,128 $248K
International Assets Investment Management, LLC 0.02% Reduce -7.6% 4,076 $247K
Fifth Third Wealth Advisors LLC 0.01% Reduce -45.3% 4,091 $245K
Trustmark Bank Trust Department 0.02% New 4,080 $245K
Excalibur Management Corp. 0.09% No change 4,065 $244K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.6% 4,061 $244K
Patton Fund Management, Inc. 0.04% No change 4,057 $243K
Angeles Wealth Management, LLC 0.01% Add +15.1% 4,046 $243K
Crestwood Advisors Group, LLC 0.00% New 4,043 $242K
Richardson Financial Services Inc. 0.15% Reduce -3.5% 4,038 $242K
Advisor OS, LLC 0.02% Add +0.8% 4,013 $241K
WESPAC Advisors, LLC 0.13% New 3,975 $238K
QTR Family Wealth, LLC 0.10% Add +9.7% 3,641 $236K
Volterra Technologies LP 0.17% New 3,937 $236K
Cigna Investments Inc. 0.04% Reduce -9.5% 3,935 $236K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -0.0% 3,887 $233K
Avantra Family Wealth, Inc. 0.17% New 3,866 $232K
Systematic Alpha Investments, LLC 0.01% No change 3,860 $231K
AA Financial Advisors, LLC 0.03% Reduce -17.2% 3,858 $231K
Bryn Mawr Trust Advisors, LLC 0.01% New 3,815 $229K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.1% 3,811 $229K
Check Capital Management Inc. 0.01% No change 3,800 $228K
Ewa, LLC 0.05% Add +10.7% 3,791 $227K
Snowden Capital Advisors LLC 0.01% New 3,705 $222K
Ashton Thomas Private Wealth, LLC 0.01% New 3,698 $222K
Clark Capital Management Group, Inc. 0.00% Add +2.9% 3,697 $222K
Sound View Wealth Advisors Group, LLC 0.01% Add +1.6% 3,634 $218K
Prime Capital Investment Advisors, LLC 0.00% Add +2.7% 3,626 $217K
Cornerstone Wealth Group, LLC 0.01% New 3,316 $217K
Bahl & Gaynor LLC 0.00% No change 3,540 $212K
Caxton Associates LLP 0.00% Reduce -98.3% 3,537 $212K
Kingswood Wealth Advisors, LLC 0.01% Reduce -45.8% 3,535 $212K
Valeo Financial Advisors, LLC 0.01% New 3,531 $212K
Range Advisory, LLC 0.04% New 3,518 $211K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% New 3,500 $210K
S&co Inc. 0.01% No change 3,500 $209K
Vestmark Advisory Solutions, Inc. 0.00% New 3,433 $206K
GeoWealth Management, LLC 0.01% New 3,427 $206K
Lombard Odier Asset Management (USA) Corp 0.15% New 3,424 $205K
Traphagen Investment Advisors LLC 0.02% New 3,417 $205K
Kennedy Capital Management LLC 0.00% Reduce -0.6% 3,408 $204K
Moneta Group Investment Advisors LLC 0.00% New 3,383 $203K
Drive Wealth Management, LLC 0.04% New 3,380 $203K
Fielder Capital Group LLC 0.04% New 3,366 $202K
Planned Solutions, Inc. 0.07% New 3,353 $201K
Diversify Wealth Management, LLC 0.00% New 3,113 $201K
Dorsey & Whitney Trust CO LLC 0.01% New 3,340 $200K
Legacy Financial Advisors, Inc. 0.03% New 3,336 $200K
Quent Capital, LLC 0.01% Reduce -6.0% 3,300 $198K
Natixis 0.00% Reduce -99.3% 3,266 $196K
Advisors Asset Management, Inc. 0.00% New 3,224 $193K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,200 $192K
Raiffeisen Bank International AG 0.00% Add +10.9% 3,212 $185K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -36.6% 3,060 $184K
Hamilton Capital Partners Inc. 0.01% No change 3,015 $181K
Root Financial Partners, LLC 0.01% Add +96.6% 2,808 $168K
Raleigh Capital Management Inc. 0.06% Add +2.0% 2,762 $166K
Cullen/Frost Bankers, Inc. 0.00% Reduce -36.1% 2,721 $163K
FIL Ltd 0.00% New 2,648 $159K
Key Capital Management, INC 0.10% Add +32.7% 2,535 $152K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.3% 2,233 $134K
Armstrong Advisory Group, Inc. 0.01% No change 2,138 $128K
Deseret Mutual Benefit Administrators 0.04% Add +70.6% 2,097 $126K
Legacy Wealth Managment, LLC 0.06% Add +12.8% 2,080 $125K
LRI Investments, LLC 0.01% Add +12.1% 2,017 $121K
Blue Trust, Inc. 0.00% Reduce -28.8% 2,009 $120K
Pier 88 Investment Partners LLC 0.18% Reduce -95.8% 2,000 $120K
Johnson Financial Group, Inc. 0.00% Reduce -20.2% 1,873 $112K
Harbour Investments, Inc. 0.00% Add +83.3% 1,851 $111K
Parkside Financial Bank & Trust 0.01% Reduce -5.7% 1,836 $110K
CVA Family Office, LLC 0.01% Add +29.8% 1,813 $109K
First Financial Corp. 0.04% No change 1,800 $108K
McGuire Capital Advisors Inc. 0.07% Reduce -56.4% 1,791 $107K
REAP Financial Group, LLC 0.02% Add +83.3% 1,749 $105K
Zions Bancorporation, National Association 0.01% Add +17.6% 1,679 $101K
Private Trust Co. NA 0.01% Add +3.3% 1,584 $95K
Cromwell Holdings LLC 0.05% Add +0.7% 1,513 $91K
Atlas Capital Advisors Inc. 0.01% Add +35.7% 1,486 $89K
Gen-Wealth Partners Inc 0.03% Add +0.3% 1,421 $85K
SJS Investment Consulting Inc. 0.01% Add +2.8% 1,388 $83K
Basecamp Wealth Advisors LLC 0.02% Add +7.3% 1,369 $82K
Corsicana & Co. 0.05% No change 2,000 $82K
Exchange Traded Concepts, LLC 0.00% Add +0.1% 1,360 $82K
Manchester Capital Management LLC 0.01% Reduce -12.7% 1,213 $73K
IFG Advisory, LLC 0.21% Reduce -84.8% 1,200 $72K
Delta Asset Management LLC 0.01% No change 1,198 $72K
CYBER HORNET ETFs LLC 0.05% Reduce -10.9% 1,181 $72K
Capula Management Ltd 0.00% New 1,185 $71K
Ameriflex Group, Inc. 0.04% Reduce -27.7% 1,161 $70K
Salem Investment Counselors Inc. 0.00% New 1,135 $68K
Grove Bank & Trust 0.01% No change 1,107 $66K
NBT Bank, N.A. 0.00% Add +1806.9% 1,106 $66K
Board of the Pension Protection Fund 0.06% Reduce -15.4% 1,100 $66K
Owl Creek Wealth Partners LLC 0.02% — 1,062 $64K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -21.9% 1,023 $61K
SBI Securities Co., Ltd. 0.00% Reduce -9.5% 974 $58K
Wealth Enhancement Trust Services, Inc. 0.01% No change 935 $56K
Group One Trading LLC 0.00% New 924 $55K
CENTRAL TRUST Co 0.00% Reduce -18.0% 920 $55K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -1.7% 878 $53K
Westpac Banking Corp. 0.00% Reduce -41.4% 824 $49K
Bruce G. Allen Investments, LLC 0.03% Reduce -12.6% 798 $48K
Oslo Pensjonsforsikring AS 0.01% — 780 $47K
Geneos Wealth Management Inc. 0.00% Add +183.9% 775 $46K
Fortitude Family Office, LLC 0.01% Add +7.9% 766 $46K
True Wealth Design, LLC 0.01% Add +3.4% 737 $44K
Canton Hathaway, LLC 0.01% No change 730 $44K
Spire Wealth Management 0.00% Reduce -5.3% 694 $42K
GoalVest Advisory LLC 0.01% No change 680 $41K
CoreCap Advisors, LLC 0.00% Add +37.6% 655 $39K
Wealth Preservation Advisors, LLC 0.03% Add +212.5% 625 $37K
Valley National Advisers Inc. 0.00% Reduce -0.5% 608 $36K
Southern Michigan Bank & Trust 0.01% — 600 $36K
Quarry LP 0.01% Reduce -76.2% 600 $36K
Bank of New Hampshire 0.01% No change 550 $33K
Activest Wealth Management 0.01% Add +5.1% 539 $32K
Crewe Advisors LLC 0.00% Add +2.3% 537 $32K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 500 $30K
Cedar Mountain Advisors, LLC 0.01% New 448 $27K
University of Texas/Texas Am Investment Management Co. 0.00% No change 445 $27K
Golden State Wealth Management, LLC 0.00% Add +0.7% 442 $27K
Twin Peaks Wealth Advisors, LLC 0.01% New 438 $26K
Virtus Advisers, LLC 0.01% Reduce -94.1% 428 $26K
Ares Financial Consulting, LLC 0.02% New 423 $26K
Transamerica Financial Advisors, LLC 0.00% Add +3308.3% 409 $25K
Ameliora Wealth Management Ltd. 0.01% No change 420 $25K
Whittier Trust Co. of Nevada Inc. 0.00% Add +16.8% 382 $23K
Keating Financial Advisory Services, Inc. 0.00% Add +105.4% 382 $23K
Smallwood Wealth Investment Management, LLC 0.01% No change 378 $23K
Ascentis Independent Advisors 0.00% New 370 $22K
WPG Advisers, LLC 0.02% No change 370 $22K
Covestor Ltd 0.02% Reduce -22.8% 370 $22K
Cornerstone Planning Group LLC 0.00% Add +38.2% 340 $22K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +215.8% 360 $22K
E Fund Management (Hong Kong) Co., Ltd. 0.01% No change 359 $22K
Kelleher Financial Advisors 0.01% No change 350 $21K
Bfsg, LLC 0.00% No change 350 $21K
Destiny Wealth Partners, LLC 0.00% New 345 $21K
Roxbury Financial LLC 0.02% Add +0.6% 335 $20K
Elequin Capital, LP 0.01% New 324 $19K
Clearstead Trust, LLC 0.00% No change 316 $19K
Farmers & Merchants Investments Inc. 0.00% No change 315 $19K
Motco 0.00% Reduce -77.1% 309 $19K
Sunbelt Securities, Inc. 0.00% Add +36.1% 309 $19K
Hilltop National Bank 0.00% New 306 $18K
Vanguard National Trust Co 0.00% — 301 $18K
Citizens National Bank Trust Department 0.00% No change 300 $18K
Synergy Investment Management, LLC 0.01% New 298 $18K
Kemnay Advisory Services Inc. 0.00% New 289 $17K
JPL Wealth Management, LLC 0.00% New 276 $17K
Frazier Financial Advisors, LLC 0.01% No change 270 $16K
Strive Financial Group ,LLC 0.01% Add +2900.0% 270 $16K
Highline Wealth Partners LLC 0.00% Add +202.3% 260 $16K
J.Safra Asset Management Corp 0.00% Reduce -8.6% 245 $15K
McIlrath & Eck, LLC 0.00% Reduce -22.3% 240 $14K
Leonteq Securities AG 0.00% Add +193.8% 238 $14K
JFS Wealth Advisors, LLC 0.00% Add +2.3% 227 $14K
Barrett & Company, Inc. 0.00% No change 218 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 217 $13K
Retirement Wealth Solutions LLC 0.01% Reduce -15.9% 211 $13K
North Star Investment Management Corp. 0.00% No change 210 $13K
First Horizon Corp. 0.00% Add +12.4% 209 $13K
Decker Retirement Planning Inc. 0.01% No change 205 $12K
Community Financial Services Group, LLC 0.00% New 200 $12K
Vision Financial Markets LLC 0.01% No change 200 $12K
Physician Wealth Advisors, Inc. 0.00% Reduce -39.4% 200 $12K
Salomon & Ludwin, LLC 0.00% No change 194 $12K
1015 Capital Partners, LLC 0.01% Add +1.0% 197 $12K
United Financial Planning Group LLC 0.01% New 182 $11K
Boreal Capital Management LLC 0.01% No change 173 $10K
Central Pacific Bank - Trust Division 0.00% New 173 $10K
Creative Financial Designs Inc. 0.00% No change 171 $10K
Duncker Streett & Co. Inc. 0.00% No change 170 $10K
HHM Wealth Advisors, LLC 0.00% No change 164 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 159 $10K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 151 $9K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -84.4% 150 $9K
Private Wealth Management Group, LLC 0.00% No change 144 $9K
Prestige Wealth Management Group LLC 0.00% No change 144 $9K
Harbor Investment Advisory, LLC 0.00% Reduce -59.2% 144 $9K
Financial Management Professionals, Inc. 0.00% No change 142 $9K
AdvisorNet Financial, Inc 0.00% Add +1.4% 141 $8K
N.E.W. Advisory Services LLC 0.00% No change 132 $8K
Asset Dedication, LLC 0.00% Add +6.6% 130 $8K
Princeton Global Asset Management LLC 0.00% No change 129 $8K
Torren Management, LLC 0.00% Reduce -29.4% 125 $8K
NFSG Corp 0.00% No change 121 $7K
Nemes Rush Group LLC 0.00% No change 120 $7K
Bogart Wealth, LLC 0.00% Add +25.0% 120 $7K
Hilton Head Capital Partners, LLC 0.00% No change 119 $7K
Colonial Trust Co / SC 0.00% Add +62.5% 117 $7K
Capital Advisors, Ltd. LLC 0.00% No change 122 $7K
Chilton Capital Management LLC 0.00% Add +954.5% 116 $7K
KERR FINANCIAL PLANNING Corp 0.00% Add +1.0% 105 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 112 $7K
Elevation Wealth Partners, LLC 0.00% Add +80.4% 101 $6K
Signature Resources Capital Management, LLC 0.00% New 101 $6K
Avion Wealth 0.00% No change 108 $6K
Fourth Dimension Wealth, LLC 0.00% No change 100 $6K
First Command Advisory Services, Inc. 0.00% Add +49.3% 100 $6K
GHP Investment Advisors, Inc. 0.00% Add +5.4% 97 $6K
Raffa Wealth Management, LLC 0.00% Add +98.0% 97 $6K
SouthState Bank Corp 0.00% Reduce -49.2% 94 $6K
S&T Bank 0.00% Add +97.8% 91 $5K
Key Financial Inc 0.00% No change 91 $5K
POM Investment Strategies, LLC 0.01% No change 90 $5K
Sachetta, LLC 0.00% Add +95.5% 86 $5K
Harvest Fund Management Co., Ltd 0.00% Add +833.3% 84 $5K
Stone House Investment Management, LLC 0.00% No change 82 $5K
Dunhill Financial, LLC 0.00% Add +50.9% 80 $5K
Nvwm, LLC 0.00% Reduce -27.3% 80 $5K
Clayton Financial Group LLC 0.00% No change 80 $5K
High Note Wealth, LLC 0.00% Add +70.2% 80 $5K
Arlington Trust Co LLC 0.00% New 77 $5K
Dogwood Wealth Management LLC 0.00% New 76 $5K
Bangor Savings Bank 0.00% No change 75 $4K
Piscataqua Savings Bank 0.00% No change 75 $4K
Whipplewood Advisors, LLC 0.00% New 74 $4K
Addison Advisors LLC 0.00% No change 74 $4K
Cornerstone Financial Management LLC 0.00% Add +50.0% 72 $4K
Summit Securities Group LLC 0.00% Reduce -89.0% 70 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 69 $4K
SHP Wealth Management 0.00% Add +509.1% 67 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -58.3% 68 $4K
Triumph Capital Management 0.00% Add +13.8% 66 $4K
Principia Wealth Advisory, LLC 0.00% Add +30.6% 64 $4K
Lloyd Advisory Services, LLC. 0.00% Add +287.5% 62 $4K
Kingdom Financial Group LLC. 0.00% No change 62 $4K
Clark Wealth Partners 0.00% Reduce -6.2% 61 $4K
TFC Financial Management, Inc. 0.00% No change 61 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +31.1% 59 $4K
Rialto Wealth Management, LLC 0.00% Add +31.8% 58 $3K
JNBA Financial Advisors 0.00% No change 58 $3K
Wilkerson Advisory Group LLC 0.00% New 58 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 56 $3K
Rosenberg Matthew Hamilton 0.00% No change 53 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 52 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 52 $3K
Independence Bank of Kentucky 0.00% No change 50 $3K
Hughes Financial Services, LLC 0.00% Add +15.0% 46 $3K
American Capital Advisory, LLC 0.00% Add +152.9% 43 $3K
Center for Financial Planning, Inc. 0.00% No change 43 $3K
Kilter Group LLC 0.00% Reduce -5.0% 38 $2K
Valued Wealth Advisors LLC 0.00% New 38 $2K
HM Payson & Co. 0.00% No change 38 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 38 $2K
IMG Wealth Management, Inc. 0.00% Add +164.3% 37 $2K
Basepoint Wealth LLC 0.00% Add +2.9% 36 $2K
Aspect Partners, LLC 0.00% No change 35 $2K
Bell Investment Advisors, Inc 0.00% Reduce -29.2% 34 $2K
DT Investment Partners, LLC 0.00% Reduce -90.7% 34 $2K
PFS Partners, LLC 0.00% No change 30 $2K
Main Street Group, LTD 0.00% New 29 $2K
Vermillion Wealth Management, Inc. 0.00% New 29 $2K
Financial Consulate, Inc. 0.00% No change 26 $2K
Truvestments Capital LLC 0.00% Add +116.7% 26 $2K
SWAN Capital LLC 0.00% No change 25 $1K
Marquette Asset Management, LLC 0.00% New 22 $1K
HFM Investment Advisors, LLC 0.00% Reduce -79.0% 22 $1K
Portus Wealth Advisors, LLC 0.00% New 20 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 18 $1K
Phillip James Consulting Co. 0.00% New 19 $1K
Coston, McIsaac & Partners 0.00% No change 31 $1K
Quaker Wealth Management, LLC 0.00% Add +60.0% 16 $960
Country Trust Bank 0.00% No change 16 $960
Investors Portfolio Services LLC 0.00% Reduce -6.3% 15 $911
United Community Bank 0.00% No change 14 $840
Signature Equity Partners, LLC 0.00% No change 13 $780
WestEnd Advisors, LLC 0.00% No change 13 $780
TopTier Wealth Management, LLC 0.00% New 12 $720
Westfuller Advisors, LLC 0.00% No change 12 $720
Arcadia Investment Management Corp. 0.00% No change 12 $720
Bare Financial Services, Inc 0.00% No change 11 $660
Essential Investment Partners LLC 0.00% No change 10 $600
Westside Investment Management, Inc. 0.00% No change 10 $600
Seneschal Advisors, LLC 0.00% No change 8 $480
NorthAvenue LLC 0.00% No change 8 $480
Redwood Park Advisors LLC 0.00% Reduce -41.7% 7 $420
MidFirst Bank 0.00% New 6 $360
Nvest Wealth Strategies, Inc. 0.00% New 5 $300
Aventura Private Wealth, LLC 0.00% No change 5 $300
Trust Co. of Toledo NA 0.00% New 5 $300
Curio Wealth, LLC 0.00% New 4 $240
Cassaday & Co Wealth Management LLC 0.00% New 4 $240
3 Factor Indexing, LLC 0.00% — 3 $180
Rakuten Securities, Inc. 0.00% Add +200.0% 3 $180
Albion Financial Group 0.00% New 3 $180
Bartlett & Co. Wealth Management LLC 0.00% New 2 $127
SOA Wealth Advisors, LLC. 0.00% No change 1 $72
Y.D. More Investments Ltd 0.00% Reduce -12.6% 271 $51

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