Citizens Financial GroupCFG

13F holders, Q2 2026 (June 30)
1,100holders +76
143new positions
68sold out
11famous investors
$70.04avg. 13F price*

At the end of Q2 2026, 1,100 institutions reported holding Citizens Financial Group (CFG) in their 13F filings, up 76 from Q1 2026. 143 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($3.4B), Vanguard Capital Management LLC ($1.9B) and Capital World Investors ($1.6B). 11 famous investors held it, including George Soros (0.4% of Soros Fund Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions143$477.2M
Exits68$225.8M

All 13F filers, Q1 2026 → Q2 2026: 32,429,879 shares bought and 29,381,629 shares sold, net +3,048,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,100 holders

BlackRock, Inc. 0.05% Add +4.4% 48,737,629 $3.4B
Vanguard Capital Management LLC 0.04% Add +0.2% 26,906,653 $1.9B
Capital World Investors 0.19% Reduce -16.6% 23,269,185 $1.6B
Invesco Ltd. 0.12% Reduce -3.4% 22,154,682 $1.6B
State Street Corp. 0.04% Add +4.8% 21,241,311 $1.5B
Vanguard Portfolio Management LLC 0.06% Add +3.2% 20,567,346 $1.4B
Morgan Stanley 0.05% Reduce -3.5% 12,264,969 $859.4M
Geode Capital Management, LLC 0.04% Add +0.0% 11,815,760 $824.8M
Ninety One UK Ltd 1.23% Add +16.0% 7,851,457 $550.2M
AQR Capital Management 0.19% Add +3.9% 7,626,834 $534.4M
Nordea Investment Management AB 0.42% Reduce -0.9% 7,260,023 $509.0M
Charles Schwab Investment Management Inc. 0.06% Reduce -1.9% 6,553,067 $459.2M
Norges Bank 0.04% — 5,926,803 $415.3M
LSV Asset Management 0.73% Reduce -5.1% 5,748,864 $402.8M
Dimensional Fund Advisors LP 0.06% Add +1.3% 4,778,809 $334.9M
Victory Capital Management Inc. 0.18% Add +12.2% 4,597,926 $322.2M
Northern Trust Corp. 0.04% Add +0.7% 4,516,395 $316.5M
Goldman Sachs Group Inc. 0.03% Reduce -8.0% 4,204,080 $294.6M
UBS Group AG 0.05% Add +84.5% 4,166,727 $292.0M
Amundi 0.06% Add +31.2% 3,685,819 $258.3M
Royal Bank of Canada 0.04% Reduce -10.9% 3,595,692 $251.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -1.5% 3,293,426 $230.8M
Bank of America Corp. 0.01% Add +18.9% 3,188,042 $223.4M
Legal & General Group Plc 0.04% Add +5.2% 2,957,527 $207.2M
D. E. Shaw & Co. 0.13% Reduce -5.5% 2,795,942 $195.9M
Citadel Advisors 0.11% Reduce -30.2% 2,712,001 $190.0M
Qube Research & Technologies Ltd 0.21% Add +59.0% 2,693,797 $188.8M
Acadian Asset Management LLC 0.22% Add +35.6% 2,657,374 $186.2M
Swedbank AB 0.16% Add +25.8% 2,650,053 $185.7M
FMR LLC 0.01% Add +2.3% 2,569,665 $180.1M
Bank of New York Mellon Corp 0.03% Reduce -0.5% 2,511,036 $175.9M
Deutsche Bank AG 0.05% Add +39.5% 2,484,768 $174.1M
Vanguard Fiduciary Trust Co. 0.04% Reduce -0.8% 2,357,938 $165.2M
JPMorgan Chase & Co. 0.01% Add +14.8% 2,302,027 $162.1M
Neuberger Berman Group LLC 0.11% Add +35.1% 2,253,229 $157.9M
Capital International Investors 0.03% Add +2.9% 2,131,670 $149.4M
Manufacturers Life Insurance Company, The 0.11% Reduce -3.0% 1,989,874 $139.4M
Artisan Partners Limited Partnership 0.23% New 1,989,191 $139.4M
Nykredit A/S 0.53% — 1,974,566 $138.4M
Artemis Investment Management LLP 1.21% Add +2.4% 1,944,387 $136.2M
Assetmark, Inc. 0.22% Add +1.1% 1,808,380 $126.7M
HSBC Holdings PLC 0.06% Add +7.5% 1,698,078 $119.0M
Quantinno Capital Management LP 0.14% Add +25.4% 1,644,526 $115.2M
Hotchkis & Wiley Capital Management LLC 0.32% Reduce -33.2% 1,541,159 $108.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.08% Add +19279.7% 1,462,586 $102.5M
Wellington Management Group LLP 0.02% Reduce -46.3% 1,394,174 $97.7M
Raymond James Financial Inc. 0.03% Reduce -12.1% 1,389,728 $97.4M
Freestone Grove Partners LP 0.63% Add +49.3% 1,364,946 $95.6M
Los Angeles Capital Management LLC 0.35% Add +19.8% 1,364,604 $95.6M
Junto Capital Management LP 1.69% Add +3.3% 1,307,340 $91.6M
AEGON ASSET MANAGEMENT UK Plc 0.92% Add +29.1% 1,235,858 $86.6M
Barclays PLC 0.03% Reduce -11.9% 1,227,228 $86.0M
Prana Capital Management, LP 2.54% Add +215.2% 1,186,851 $83.2M
Russell Investments Group, Ltd. 0.07% Add +12.1% 1,150,793 $80.7M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +13.5% 1,133,634 $79.4M
Bank of Montreal 0.03% Reduce -2.7% 1,133,549 $79.4M
PFA Pension, Forsikringsaktieselskab 0.20% New 1,125,142 $78.8M
Impax Asset Management Group plc 0.50% Reduce -13.2% 1,105,960 $77.5M
Causeway Capital Management LLC 0.82% Add +2.7% 1,077,093 $75.5M
Todd Asset Management LLC 1.34% Add +10.3% 1,074,863 $75.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.8% 1,040,637 $72.9M
GW&K Investment Management, LLC 0.57% Reduce -1.6% 1,033,943 $72.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% Add +10.4% 970,164 $68.0M
Bruni J V & Co. 6.13% Reduce -1.4% 957,732 $67.1M
Wells Fargo & Company 0.01% Reduce -23.6% 948,619 $66.5M
Korea Investment CORP 0.13% Add +15.5% 944,042 $66.1M
Man Group plc 0.12% Add +62.1% 938,595 $65.8M
Vanguard Global Advisers, LLC 0.03% Reduce -1.7% 931,741 $65.3M
Nuveen, LLC 0.02% Reduce -0.1% 922,170 $64.6M
Natixis Advisors, LLC 0.07% Add +2.2% 912,798 $64.0M
National Pension Service 0.04% Reduce -0.5% 907,595 $63.6M
First Trust Advisors LP 0.04% Reduce -20.6% 903,736 $63.3M
Lord, Abbett & Co. LLC 0.19% Add +291.4% 901,359 $63.2M
Bridgewater Associates 0.24% Add +18.8% 847,858 $59.4M
KBC Group NV 0.13% Add +422.4% 847,090 $59.4M
California Public Employees Retirement System 0.03% Add +0.4% 830,983 $58.2M
Rhumbline Advisers 0.04% Reduce -5.7% 827,885 $58.0M
Franklin Resources Inc. 0.01% Add +2.7% 817,449 $57.3M
Jones Financial Companies LLLP 0.02% Add +3.9% 798,677 $56.2M
Marshall Wace, LLP 0.05% New 794,777 $55.7M
Caisse de depot et placement du Quebec 0.08% Add +80.3% 790,384 $55.4M
Allspring Global Investments Holdings, LLC 0.08% Add +49.6% 767,360 $55.1M
Zacks Investment Management 0.37% Reduce -0.2% 751,065 $52.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +7.2% 739,197 $51.8M
Teachers Retirement System of the State of Kentucky 0.35% Add +10.8% 726,754 $50.9M
Citigroup Inc. 0.02% Reduce -28.8% 698,140 $48.9M
Assenagon Asset Management S.A. 0.06% Reduce -33.2% 680,625 $47.7M
Envestnet Asset Management Inc. 0.01% Reduce -14.1% 651,960 $45.7M
Ensign Peak Advisors, Inc 0.07% Add +10.6% 636,263 $44.6M
BNP Paribas Financial Markets 0.02% Reduce -28.8% 631,913 $44.3M
Schroder Investment Management Group 0.03% Add +40.1% 621,039 $43.7M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 618,019 $43.3M
Teacher Retirement System of Texas 0.11% Reduce -5.4% 577,113 $40.4M
Mediolanum International Funds Ltd 0.34% Add +245.5% 564,057 $39.7M
California State Teachers Retirement System 0.04% Add +1.6% 564,605 $39.6M
Principal Financial Group Inc. 0.02% Add +14.1% 563,034 $39.5M
Prudential Financial Inc. 0.04% Add +0.2% 547,932 $38.4M
HoldCo Asset Management, LP 2.35% No change 522,526 $36.6M
Tredje AP-fonden 0.16% Add +169.3% 513,747 $36.0M
LPL Financial LLC 0.01% Reduce -7.7% 504,589 $35.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +32.0% 503,280 $35.3M
Pinebridge Investments LLC 0.27% Add +2.6% 475,657 $33.3M
Federated Hermes, Inc. 0.05% Reduce -3.0% 467,877 $32.8M
Voya Investment Management LLC 0.03% Add +305.1% 466,962 $32.7M
Alyeska Investment Group, L.P. 0.08% Reduce -63.5% 465,482 $32.6M
Valley Wealth Managers, Inc. 1.82% Reduce -5.0% 449,107 $31.5M
Alliancebernstein L.P. 0.01% Reduce -13.7% 515,081 $30.9M
Creative Planning 0.02% Add +7.5% 434,304 $30.4M
Mackenzie Financial Corp. 0.03% Add +223.1% 420,704 $29.5M
Erste Asset Management GmbH 0.23% Add +6.7% 414,859 $29.2M
Ieq Capital, LLC 0.13% Reduce -18.0% 415,311 $29.1M
Klingman & Associates, LLC 1.22% Reduce -10.3% 409,912 $28.7M
DNB Asset Management AS 0.08% Add +16.9% 408,978 $28.7M
Mariner, LLC 0.03% Add +4.1% 407,520 $28.6M
State Board of Administration of Florida Retirement System 0.05% Reduce -1.5% 400,765 $28.1M
New York State Teachers Retirement System 0.05% Reduce -0.5% 392,056 $27.5M
Basswood Capital Management, L.L.C. 1.14% Reduce -29.1% 380,337 $26.7M
Engineers Gate Manager LP 0.34% Reduce -56.0% 379,213 $26.6M
Vinva Investment Management Ltd 0.18% Reduce -46.2% 376,643 $26.5M
Cerity Partners LLC 0.03% Reduce -1.2% 377,806 $26.5M
Nomura Asset Management International Inc. 0.04% Reduce -6.9% 377,577 $26.5M
Hudson Bay Capital Management LP 0.14% Add +6.1% 376,960 $26.4M
Aviva PLC 0.04% Reduce -0.5% 372,188 $26.1M
AE Wealth Management LLC 0.12% Reduce -27.3% 372,036 $26.1M
Frontier Capital Management Co. LLC 0.24% Reduce -1.1% 369,220 $25.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +2.7% 364,904 $25.6M
Ceredex Value Advisors LLC 0.70% No change 357,200 $25.0M
Sei Investments Co. 0.02% Add +0.3% 350,195 $24.5M
Stieven Capital Advisors, L.P. 4.68% Reduce -6.5% 349,780 $24.5M
Point72 Asset Management 0.04% Reduce -80.8% 347,609 $24.4M
Ameriprise Financial Inc. 0.00% Add +11.8% 345,124 $24.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +2.4% 342,100 $23.9M
CANADA LIFE ASSURANCE Co 0.04% Add +13.0% 336,227 $23.5M
STRS Ohio 0.09% Reduce -3.6% 334,951 $23.5M
Aberdeen Group plc 0.03% Reduce -1.7% 324,426 $22.7M
Kornitzer Capital Management Inc. 0.47% Reduce -6.0% 321,354 $22.5M
Citizens Financial Group Inc. 0.27% Reduce -0.1% 314,979 $22.1M
State of Wisconsin Investment Board 0.04% Add +11.5% 312,407 $21.9M
Danske Bank A/S 0.04% Add +6.1% 309,483 $21.7M
Hosking Partners LLP 0.70% Reduce -3.1% 299,852 $21.0M
Sound Income Strategies, LLC 0.94% Add +0.7% 298,104 $20.9M
Soros Fund Management 0.35% Reduce -3.7% 287,540 $20.1M
Old National Bancorp 0.40% Reduce -4.8% 285,425 $20.0M
Capital International, Inc. 0.14% Reduce -22.8% 282,605 $19.8M
Arrowstreet Capital, Limited Partnership 0.01% New 281,720 $19.7M
Macquarie Group Ltd. 0.09% Add +78.6% 281,950 $19.7M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Add +5606.0% 280,906 $19.7M
Stifel Financial Corp. 0.02% Reduce -14.0% 271,534 $19.0M
Andra AP-fonden 0.22% Add +94.7% 269,900 $18.9M
ASR Vermogensbeheer N.V. 0.19% Add +875.3% 265,973 $18.6M
Eurizon Capital SGR S.p.A. 0.05% Reduce -18.5% 262,318 $18.4M
APG Asset Management N.V. 0.04% Add +36.9% 292,482 $17.9M
Allianz Asset Management GmbH 0.02% Add +445.4% 251,401 $17.6M
Ategra Capital Management, LLC 9.26% No change 248,665 $17.4M
Federation des caisses Desjardins du Quebec 0.05% Add +234.9% 247,929 $17.4M
New York State Common Retirement Fund 0.02% Reduce -3.6% 247,804 $17.4M
Ninety One SA (Pty) Ltd 0.92% Add +6.5% 243,652 $17.1M
O'shaughnessy Asset Management, LLC 0.08% Reduce -6.7% 243,245 $17.0M
Corient Private Wealth LP 0.02% Reduce -3.5% 240,566 $16.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.52% Add +0.3% 238,958 $16.7M
Pictet Asset Management Holding SA 0.02% Reduce -1.6% 235,390 $16.5M
DekaBank Deutsche Girozentrale 0.03% No change 275,006 $16.4M
Baird Financial Group, Inc. 0.02% Add +1.3% 226,227 $15.9M
Public Employees Retirement System of Ohio 0.05% Reduce -1.9% 226,129 $15.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.28% Reduce -16.1% 222,871 $15.6M
Vanguard Investments Australia, Ltd. 0.04% Add +2.6% 220,458 $15.4M
Bokf, NA 0.21% Reduce -2.8% 212,690 $14.9M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.5% 204,182 $14.3M
Polar Asset Management Partners Inc. 0.34% New 202,099 $14.2M
American Century Companies Inc. 0.01% Add +6.5% 197,635 $13.8M
Calamos Advisors LLC 0.07% New 197,090 $13.8M
Captrust Financial Advisors 0.02% Add +5.1% 196,039 $13.7M
Jupiter Asset Management Ltd. 0.07% Reduce -29.3% 189,891 $13.3M
Wealthfront Advisers LLC 0.03% Reduce -1.5% 189,873 $13.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +9.8% 198,819 $13.1M
Mercer Global Advisors Inc. 0.02% Add +17.7% 180,598 $12.7M
Treasurer of the State of North Carolina 0.03% Reduce -2.1% 179,960 $12.6M
Asset Management One Co., Ltd. 0.03% Reduce -2.9% 177,282 $12.4M
Rafferty Asset Management, LLC 0.03% Reduce -3.3% 175,511 $12.3M
Arax Advisory Partners 0.08% Add +994.8% 170,540 $11.9M
NFJ Investment Group, LLC 0.40% Add +20.8% 169,975 $11.9M
Royal London Asset Management Ltd. 0.02% Add +1.1% 169,048 $11.8M
Walleye Capital LLC 0.06% Add +3282.7% 167,476 $11.7M
KLP Kapitalforvaltning As 0.04% Add +4.2% 167,460 $11.7M
PNC Financial Services Group, Inc. 0.01% Add +5.5% 166,118 $11.6M
TD Asset Management Inc 0.01% Add +6.8% 166,050 $11.6M
Channing Capital Management, LLC 0.27% Add +0.1% 164,216 $11.5M
Illinois Municipal Retirement Fund 0.13% New 163,828 $11.5M
Cetera Investment Advisers 0.01% Add +2.6% 163,364 $11.4M
National Bank of Canada 0.01% Reduce -15.1% 163,041 $11.4M
Focus Partners Wealth 0.01% Reduce -19.9% 161,298 $11.3M
NewEdge Advisors, LLC 0.03% Add +43.6% 160,994 $11.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -1.9% 154,427 $10.8M
ExodusPoint Capital Management, LP 0.10% Reduce -4.2% 153,537 $10.8M
Cibc World Market Inc. 0.02% Reduce -12.9% 152,132 $10.7M
Robeco Institutional Asset Management B.V. 0.01% Add +22.5% 150,567 $10.6M
MetLife Investment Management, LLC 0.05% Reduce -1.3% 150,201 $10.5M
Goelzer Investment Management, Inc. 0.46% Reduce -2.9% 149,448 $10.5M
Cambria Investment Management, L.P. 0.52% Reduce -10.2% 149,397 $10.5M
Tidal Investments LLC 0.02% Add +12.4% 145,378 $10.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +11.4% 143,584 $10.1M
State of Tennessee, Department of Treasury 0.03% Add +2.0% 143,004 $10.0M
Toronto Dominion Bank 0.02% Reduce -43.2% 142,833 $10.0M
Pathstone Holdings, LLC 0.03% Add +1.1% 142,354 $10.0M
Nisa Investment Advisors, LLC 0.03% Reduce -26.2% 142,041 $10.0M
Truist Financial Corp. 0.01% Reduce -0.4% 137,041 $9.6M
SummitTX Capital, L.P. 0.25% New 135,255 $9.5M
Flputnam Investment Management Co. 0.11% Add +7.7% 135,035 $9.5M
Milford Funds Ltd. 0.15% Add +45.2% 135,000 $9.5M
Maltese Capital Management LLC 1.64% Add +17.2% 126,300 $8.8M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -25.7% 124,477 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +47.6% 123,350 $8.6M
ZWJ Investment Counsel Inc. 0.28% Add +1.3% 123,112 $8.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -10.8% 122,322 $8.6M
Swiss Life Asset Management Ltd 0.04% Add +4.0% 122,441 $8.6M
Arizona State Retirement System 0.04% Add +4.4% 121,851 $8.5M
Public Sector Pension Investment Board 0.02% Reduce -0.1% 120,787 $8.5M
Czech National Bank 0.05% Add +4.0% 120,368 $8.4M
Fisher Asset Management 0.00% Reduce -3.8% 119,028 $8.3M
State of Michigan Retirement System 0.04% Reduce -2.8% 118,573 $8.3M
Thompson Investment Management, Inc. 0.95% Reduce -0.6% 118,394 $8.3M
First National Trust Co 0.28% Reduce -5.2% 117,965 $8.3M
Capital Fund Management S.A. 0.06% New 115,248 $8.1M
Systematic Financial Management LP 0.16% Add +16.3% 114,047 $8.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% No change 113,901 $8.0M
CIBC Asset Management Inc 0.02% Add +10.1% 113,246 $7.9M
Trexquant Investment LP 0.05% Add +54.3% 111,866 $7.8M
IFM Investors Pty Ltd 0.05% Add +7.2% 109,194 $7.7M
State of New Jersey Common Pension Fund D 0.03% No change 108,893 $7.6M
SEB Asset Management AB 0.03% Add +23.2% 106,805 $7.5M
Peapack Gladstone Financial Corp. 0.09% Reduce -2.9% 106,192 $7.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.1% 105,038 $7.4M
Red Cedar Investment Management, LLC 0.69% No change 104,511 $7.3M
Cary Street Partners Financial LLC 0.16% Reduce -1.3% 103,967 $7.3M
Schonfeld Strategic Advisors LLC 0.04% New 103,817 $7.3M
ProShare Advisors LLC 0.01% Add +2.5% 102,721 $7.2M
HighTower Advisors, LLC 0.01% Add +6.2% 100,481 $7.0M
LBP Am SA 0.07% Reduce -15.7% 100,114 $7.0M
Dark Forest Capital Management LP 0.45% Add +129.3% 98,519 $6.9M
Fifth Third Bancorp 0.01% Reduce -0.7% 96,912 $6.8M
Mizuho Markets Cayman LP 0.25% New 95,903 $6.7M
Zurich Insurance Group Ltd 0.05% Reduce -68.6% 94,528 $6.6M
Asio Capital, LLC 0.84% Reduce -7.6% 94,160 $6.6M
Ninety One North America, Inc. 0.31% Add +33.8% 93,524 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -5.7% 93,403 $6.5M
Axxcess Wealth Management, LLC 0.10% New 92,489 $6.5M
Triasima Portfolio Management inc. 0.87% Add +48.1% 92,429 $6.5M
Woodline Partners LP 0.02% Add +10.8% 92,420 $6.5M
BTC Capital Management, Inc. 0.39% Add +4.0% 92,357 $6.5M
Sit Investment Associates Inc. 0.12% Reduce -12.8% 91,805 $6.4M
Retirement Systems of Alabama 0.02% Reduce -1.6% 88,837 $6.2M
Two Sigma Investments, LP 0.00% Reduce -80.2% 86,623 $6.1M
Easterly Investment Partners LLC 0.31% New 86,200 $6.0M
Crossmark Global Holdings, Inc. 0.08% Add +26.2% 86,021 $6.0M
Ossiam 0.08% New 85,727 $6.0M
Vanguard Personalized Indexing Management, LLC 0.05% Add +3.6% 84,759 $5.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -0.6% 84,727 $5.9M
Worldquant Millennium Advisors LLC 0.02% New 84,442 $5.9M
Brandes Investment Partners, LP 0.04% Add +10.7% 84,109 $5.9M
University of Texas/Texas Am Investment Management Co. 0.68% Add +18790.8% 84,064 $5.9M
Infrastructure Capital Advisors, LLC 0.80% Add +2.2% 84,054 $5.9M
Harvest Portfolios Group Inc. 0.08% Reduce -16.8% 83,308 $5.8M
CIBC Bancorp USA Inc. 0.01% Reduce -21.3% 83,164 $5.8M
HORAN Wealth, LLC 0.71% Reduce -50.0% 81,185 $5.7M
CI Investments Inc. 0.02% New 80,934 $5.7M
Stanley-Laman Group, Ltd. 0.56% Reduce -0.1% 78,867 $5.5M
Osaic Holdings, Inc. 0.01% Add +37.7% 78,486 $5.5M
Daiwa Securities Group Inc. 0.01% Add +5.3% 76,630 $5.4M
Guggenheim Capital LLC 0.03% Reduce -26.7% 75,983 $5.3M
Ethic Inc. 0.07% Add +4.7% 75,956 $5.3M
Credit Agricole S A 0.01% Add +111.0% 75,924 $5.3M
MML Investors Services, LLC 0.01% Add +16.4% 74,043 $5.2M
Janney Montgomery Scott LLC 0.01% Add +31.3% 74,027 $5.2M
Candriam S.C.A. 0.02% Add +57.6% 73,453 $5.1M
Elizabeth Park Capital Advisors, Ltd. 3.54% No change 73,130 $5.1M
Oddo BHF Asset Management Sas 0.24% New 73,023 $5.1M
Abn Amro Investment Solutions 0.04% Add +12.4% 72,933 $5.1M
Amalgamated Bank 0.04% Reduce -11.4% 72,865 $5.1M
Xponance LLC 0.03% Add +0.1% 72,177 $5.1M
Buckland Partners Management Co LLC 2.47% No change 72,000 $5.0M
Merit Financial Group, LLC 0.03% Add +8.0% 70,592 $4.9M
DRW Securities, LLC 0.30% Reduce -50.3% 70,592 $4.9M
Vista Investment Partners LLC 1.23% Reduce -2.1% 69,722 $4.9M
Capital Investment Counsel, LLC 0.60% Add +2.1% 69,673 $4.9M
Rakuten Investment Management, Inc. 0.01% Add +9.5% 69,289 $4.9M
NEOS Investment Management LLC 0.02% Reduce -8.8% 69,380 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.5% 68,711 $4.8M
Mizuho Markets Americas LLC 0.08% New 66,300 $4.6M
Utah Retirement Systems 0.04% Reduce -8.1% 64,145 $4.5M
Convergence Investment Partners, LLC 0.42% New 63,472 $4.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +6.9% 63,284 $4.4M
New York Life Investment Management LLC 0.03% Reduce -0.4% 63,253 $4.4M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -6.4% 62,714 $4.4M
B. Metzler seel. Sohn & Co. AG 0.04% Add +31.1% 62,512 $4.4M
Oppenheimer & Co. Inc. 0.05% Add +193.8% 61,085 $4.3M
MV Capital Management, Inc. 0.38% Add +0.9% 60,431 $4.2M
AIA Group Ltd 0.05% New 60,310 $4.2M
&partners 0.02% Add +66.7% 59,277 $4.2M
Rockefeller Capital Management L.P. 0.01% Add +7.3% 59,129 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% No change 58,954 $4.1M
Dynamic Advisor Solutions LLC 0.12% Add +8.3% 58,619 $4.1M
Sequoia Financial Advisors, LLC 0.02% Add +18.1% 58,388 $4.1M
Temasek Holdings (Private) Ltd 0.01% New 58,287 $4.1M
Susquehanna International Group, LLP 0.00% Reduce -73.7% 57,562 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Add +2.1% 57,206 $4.0M
Tudor Investment Corporation 0.02% New 57,164 $4.0M
Munich Reinsurance Co Stock Corp in Munich 0.09% Reduce -45.5% 56,711 $4.0M
Cookson Peirce & Co. Inc. 0.13% Add +0.3% 56,309 $3.9M
Dakota Wealth Management 0.08% New 56,256 $3.9M
Ascent Group, LLC 0.11% Reduce -34.5% 54,049 $3.8M
Verition Fund Management LLC 0.03% Add +2.1% 53,802 $3.8M
Boston Common Asset Management, LLC 0.22% Add +15.7% 52,853 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Add +121.3% 52,507 $3.7M
Summit Trail Advisors, LLC 0.05% Reduce -6.7% 52,381 $3.7M
Oregon Public Employees Retirement Fund 0.04% Add +6.8% 52,008 $3.6M
Jupiter Topco LLC 0.00% — 51,513 $3.6M
Bank of Nova Scotia 0.01% Reduce -11.3% 51,373 $3.6M
Bridgeway Capital Management, LLC 0.06% Reduce -1.9% 51,350 $3.6M
Sanctuary Advisors, LLC 0.02% Reduce -8.3% 51,168 $3.6M
GMO 0.01% Add +607.9% 50,756 $3.6M
Callodine Capital Management, LP 0.23% New 50,000 $3.5M
Axecap Investments, LLC 1.92% New 49,663 $3.5M
Integrated Wealth Concepts LLC 0.02% Reduce -0.2% 49,340 $3.5M
Canada Post Corp Registered Pension Plan 0.12% Add +34.5% 48,813 $3.4M
OP Asset Management Ltd 0.04% Add +8.2% 48,513 $3.4M
iA Global Asset Management Inc. 0.04% Add +4.9% 48,171 $3.4M
OMERS ADMINISTRATION Corp 0.02% Add +27.9% 48,054 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.4% 47,641 $3.3M
Intrust Bank NA 0.25% Add +0.7% 47,442 $3.3M
Capital Analysts, LLC 0.07% Reduce -1.8% 46,156 $3.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.18% No change 46,045 $3.2M
Vista Investment Partners Ii, LLC 1.25% Reduce -0.4% 45,644 $3.2M
Avanza Fonder AB 0.07% Add +28.8% 45,380 $3.2M
Venture Visionary Partners LLC 0.09% Add +3.1% 45,374 $3.2M
Old Port Advisors 0.62% Add +0.2% 44,672 $3.1M
Private Advisor Group, LLC 0.01% Reduce -23.4% 44,321 $3.1M
Park Avenue Securities LLC 0.02% Reduce -3.6% 44,177 $3.1M
First Manhattan Co. Llc. 0.01% Reduce -0.4% 44,078 $3.1M
Wellington Shields Capital Management, LLC 0.39% No change 44,000 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -3.6% 43,579 $3.1M
Global Retirement Partners, LLC 0.05% — 43,390 $3.0M
SG Americas Securities, LLC 0.00% Reduce -92.5% 43,319 $3.0M
Yousif Capital Management, LLC 0.03% Reduce -6.9% 43,240 $3.0M
Vise Technologies, Inc. 0.03% Add +120.3% 42,761 $3.0M
iSAM Funds (UK) Ltd 2.07% New 41,800 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -1.4% 41,435 $2.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.9% 41,435 $2.9M
Hantz Financial Services, Inc. 0.04% Reduce -3.7% 40,862 $2.9M
Private Management Group Inc. 0.07% No change 40,565 $2.8M
StoneX Group Inc. 0.11% Reduce -3.8% 40,057 $2.8M
QRG Capital Management, Inc. 0.02% Add +17.6% 39,976 $2.8M
Raiffeisen Bank International AG 0.03% Add +1117.3% 39,100 $2.8M
Thrivent Financial for Lutherans 0.00% Add +54.6% 39,149 $2.7M
Keybank National Association 0.01% Reduce -5.9% 38,861 $2.7M
Meridian Wealth Management, LLC 0.08% Add +4.2% 38,577 $2.7M
BTG Pactual Asset Management US LLC 0.20% Reduce -18.4% 38,469 $2.7M
Hager Investment Management Services, LLC 1.23% Add +4.8% 38,224 $2.7M
Empowered Funds, LLC 0.01% Add +9.0% 37,918 $2.7M
Fideuram Asset Management (Ireland) dac 0.05% Add +62.3% 38,909 $2.6M
Petiole USA ltd 1.87% Reduce -34.8% 37,217 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +48.7% 37,150 $2.6M
HB Wealth Management, LLC 0.01% Reduce -3.3% 36,686 $2.6M
Strategic Investment Advisors / MI 0.15% Reduce -3.1% 35,960 $2.5M
Lazard Asset Management LLC 0.00% New 35,904 $2.5M
Lee Financial Co 0.32% Reduce -0.3% 35,480 $2.5M
Rothschild Investment LLC 0.09% Add +185.4% 35,459 $2.5M
Brighton Jones LLC 0.05% Reduce -1.1% 35,456 $2.5M
US Bancorp \de 0.00% Add +26.9% 35,268 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -15.6% 35,016 $2.5M
Arvest Bank Trust Division 0.12% Reduce -6.4% 34,916 $2.4M
TD Waterhouse Canada Inc. 0.01% Add +2.1% 33,573 $2.4M
Wellington Shields & Co., LLC 0.53% No change 34,000 $2.4M
Trust Investment Advisors 1.14% Reduce -0.2% 33,987 $2.4M
Parallax Volatility Advisers, L.P. 0.11% Add +11.8% 33,659 $2.4M
Phoenix Financial Ltd. 0.02% Add +54.9% 33,075 $2.3M
Mizuho Securities USA LLC 0.04% Add +28.9% 33,107 $2.3M
Apollon Wealth Management, LLC 0.03% Add +13.4% 33,038 $2.3M
Sterling Investment Counsel, LLC 0.54% Add +1.8% 32,884 $2.3M
DAVENPORT & Co LLC 0.01% Add +0.1% 32,847 $2.3M
Gulf International Bank (UK) Ltd 0.05% Reduce -0.9% 32,760 $2.3M
Glenmede Trust Co. NA 0.01% Add +2.4% 32,743 $2.3M
Vident Advisory, LLC 0.02% Reduce -7.0% 32,406 $2.3M
Pacer Advisors, Inc. 0.01% Add +51.6% 32,370 $2.3M
Jane Street Group, LLC 0.00% Reduce -97.0% 32,194 $2.3M
Fiduciary Trust Co 0.02% Add +3.8% 31,663 $2.2M
Nilsine Partners, LLC 0.15% Add +3.9% 31,597 $2.2M
Diversified Trust Co. 0.04% Add +0.7% 31,506 $2.2M
Atria Investments, Inc 0.02% Add +10.9% 31,425 $2.2M
Prosperity Consulting Group, LLC 0.08% Add +8.8% 31,296 $2.2M
Caprock Group, LLC 0.04% Add +5.8% 30,479 $2.1M
Vest Financial, LLC 0.02% New 30,166 $2.1M
Saudi Central Bank 0.03% Add +87.7% 29,750 $2.1M
Bourne Lent Asset Management Inc. 0.69% New 28,600 $2.0M
Chicago Partners Investment Group LLC 0.04% Add +4.8% 27,861 $2.0M
Legacy Capital Group California, Inc. 0.60% Add +120.3% 28,514 $2.0M
Plato Investment Management Ltd 0.11% No change 28,670 $2.0M
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +11.6% 28,000 $2.0M
J. Safra Sarasin Holding AG 0.03% Add +278.7% 29,010 $2.0M
XTX Topco Ltd 0.03% Reduce -68.8% 27,887 $2.0M
Vontobel Holding Ltd. 0.01% Add +1.1% 27,858 $2.0M
MAI Capital Management 0.01% Add +88.8% 27,822 $1.9M
Belpointe Asset Management LLC 0.06% Add +37.8% 27,569 $1.9M
Bleakley Financial Group, LLC 0.02% Add +32.9% 27,546 $1.9M
Quantitative Investment Management, LLC 0.21% Add +373.4% 27,545 $1.9M
Board of the Pension Protection Fund 1.81% Add +2372.7% 27,200 $1.9M
Investment Management Corp of Ontario 0.02% Reduce -11.7% 27,134 $1.9M
Kentucky Retirement Systems 0.05% New 27,097 $1.9M
Royal Palms Capital LLC 1.67% Add +5.7% 27,082 $1.9M
Toth Financial Advisory Corp. 0.19% Add +227.1% 27,080 $1.9M
Krilogy Financial LLC 0.06% Add +7.3% 26,853 $1.9M
Donoghue Forlines LLC 0.48% Reduce -6.5% 26,643 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -96.0% 26,439 $1.9M
EFG International AG 0.03% Add +0.4% 26,252 $1.8M
Farther Finance Advisors, LLC 0.01% Add +10.0% 25,978 $1.8M
Tealwood Asset Management Inc. 0.70% Add +0.0% 25,974 $1.8M
Norinchukin Bank, The 0.02% Reduce -0.4% 25,947 $1.8M
Brown, Lisle/Cummings, Inc. 0.41% Add +8.4% 25,925 $1.8M
Bull Harbor Capital LLC 0.35% Add +10.0% 25,840 $1.8M
Syon Capital LLC 0.08% Add +6.6% 25,659 $1.8M
AlTi Global, Inc. 0.04% Reduce -0.0% 25,489 $1.8M
Inceptionr LLC 0.43% New 25,272 $1.8M
Intech Investment Management LLC 0.02% Reduce -50.4% 25,177 $1.8M
Pinnacle Associates Ltd. 0.02% Add +4.0% 25,083 $1.8M
Staley Capital Advisers Inc. 0.07% No change 25,000 $1.8M
Arvest Investments, Inc. 0.21% Reduce -2.2% 24,963 $1.7M
Trivium Point Advisory, LLC 0.16% Add +2.2% 24,916 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +365.3% 24,672 $1.7M
AlphaCore Capital LLC 0.03% Add +295.8% 24,351 $1.7M
Callan Family Office, LLC 0.03% Reduce -5.0% 24,045 $1.7M
Nomura Holdings Inc. 0.01% New 24,040 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +3.2% 24,039 $1.7M
AG2R La Mondiale Gestion D'actifs 0.06% Add +31.6% 24,031 $1.7M
Formuepleje A/S 0.13% Reduce -79.1% 24,029 $1.7M
Highview Capital Management LLC 0.48% Add +1.8% 23,991 $1.7M
Meeder Advisory Services, Inc. 0.06% Reduce -8.9% 23,478 $1.6M
Everhart Financial Group, Inc. 0.10% Add +6.8% 23,279 $1.6M
Hartford Investment Management Co. 0.05% Reduce -4.8% 23,244 $1.6M
Maryland State Retirement & Pension System 0.03% Add +5.4% 22,852 $1.6M
Frec Markets, Inc. 0.14% Add +95.4% 22,739 $1.6M
Covenant Asset Management, LLC 0.28% Reduce -4.3% 22,271 $1.6M
New England Research & Management, Inc. 0.61% Reduce -1.3% 22,232 $1.6M
Commerzbank Aktiengesellschaft 0.03% No change 22,096 $1.5M
Loomis Sayles & Co. L P 0.00% Add +7.2% 21,980 $1.5M
Aaron Wealth Advisors LLC 0.08% Add +5.4% 21,830 $1.5M
Interval Partners, LP 0.05% New 21,711 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -0.5% 21,600 $1.5M
Point Nemo Capital, LLC 0.77% New 21,565 $1.5M
Minerva Advisors LLC 0.95% No change 21,485 $1.5M
Salzhauer Michael 0.55% Reduce -82.4% 21,391 $1.5M
GAMMA Investing LLC 0.06% Add +7.0% 21,377 $1.5M
Strategic Advisors LLC 0.33% No change 21,270 $1.5M
Curi Capital, LLC 0.02% Add +0.3% 21,236 $1.5M
New Mexico Educational Retirement Board 0.04% Add +6.5% 21,200 $1.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.47% Add +6.9% 20,236 $1.4M
M&T Bank Corp 0.00% Reduce -6.5% 20,218 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -33.3% 20,105 $1.4M
Squarepoint Ops LLC 0.00% Add +77.9% 20,098 $1.4M
Allstate Corp. 0.01% Reduce -58.6% 20,048 $1.4M
Entropy Technologies, LP 0.06% New 20,012 $1.4M
Par Capital Management Inc. 0.03% Add +25.0% 20,000 $1.4M
Romano Brothers and Company 0.14% No change 19,867 $1.4M
Pallas Capital Advisors LLC 0.04% Add +6.2% 19,855 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -28.9% 19,746 $1.4M
Fort Sheridan Advisors LLC 0.15% No change 19,646 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 19,515 $1.4M
Cox Capital Mgt LLC 0.76% Reduce -0.3% 19,460 $1.4M
Coldstream Capital Management Inc. 0.02% Reduce -8.1% 19,453 $1.4M
Ritholtz Wealth Management 0.02% Add +98.9% 19,368 $1.4M
SeaCrest Wealth Management, LLC 0.15% Add +0.2% 19,324 $1.4M
Lido Advisors, LLC 0.00% Add +32.1% 19,008 $1.3M
Savant Capital, LLC 0.00% Add +6.3% 18,827 $1.3M
Sterling Capital Management LLC 0.02% Add +30.0% 18,793 $1.3M
Campbell & CO Investment Adviser LLC 0.07% Reduce -59.8% 18,583 $1.3M
Fortis Capital Advisors, LLC 0.15% Add +61.1% 18,582 $1.3M
Quadrant Capital Group LLC 0.04% Add +2.1% 18,434 $1.3M
Newman Dignan & Sheerar, Inc. 0.25% Reduce -0.5% 18,334 $1.3M
Osmosis Investment Management UK Ltd 0.06% Reduce -46.4% 18,130 $1.3M
Parsons Capital Management Inc. 0.06% Add +179.7% 17,538 $1.2M
Integrated Quantitative Investments LLC 0.20% Reduce -34.8% 17,263 $1.2M
PVG Asset Management Corp. 0.70% No change 17,245 $1.2M
CWA Asset Management Group, LLC 0.04% Add +70.6% 17,151 $1.2M
Pekin Hardy Strauss, Inc. 0.10% Reduce -0.7% 16,921 $1.2M
Kestra Advisory Services, LLC 0.00% Add +11.2% 16,809 $1.2M
WealthTrust Asset Management, LLC 0.63% Reduce -2.6% 16,678 $1.2M
MUFG Securities EMEA plc 0.01% Reduce -4.5% 16,641 $1.2M
Wedmont Private Capital 0.03% Add +7.9% 16,384 $1.2M
Silver Oak Securities, Incorporated 0.07% Add +16.1% 16,396 $1.1M
Empirical Finance, LLC 0.05% Add +3.0% 16,373 $1.1M
Gateway Investment Advisers LLC 0.01% Add +131.1% 16,344 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +0.4% 16,204 $1.1M
Altfest L J & Co. Inc. 0.11% Reduce -53.9% 15,764 $1.1M
Choreo, LLC 0.01% Add +6.4% 15,747 $1.1M
Blair William & Co. 0.00% Add +1.0% 15,486 $1.1M
Fig Financial Advisory Services Inc. 0.63% Reduce -27.9% 15,284 $1.1M
Transcend Capital Advisors, LLC 0.07% Add +37.7% 15,275 $1.1M
Jackson Square Capital, LLC 0.15% Add +34.4% 15,232 $1.1M
Handelsbanken Fonder AB 0.00% Reduce -73.3% 15,212 $1.1M
Bluesphere Advisors LLC 0.33% No change 15,180 $1.1M
Capstone Investment Advisors, LLC 0.01% New 15,151 $1.1M
Kera Capital Partners, Inc. 0.10% Add +19.2% 15,090 $1.1M
Greenwood Capital Associates LLC 0.10% Reduce -2.6% 14,903 $1.0M
De Lisle Partners LLP 0.11% No change 14,863 $1.0M
Brown Advisory Inc. 0.00% Reduce -1.7% 14,767 $1.0M
Independent Financial Group, LLC 0.02% Reduce -5.6% 14,743 $1.0M
Gotham Asset Management 0.00% Reduce -1.8% 14,708 $1.0M
E. Ohman J:or Asset Management AB 0.02% No change 14,701 $1.0M
Lecap Asset Management Ltd. 0.44% Add +58.5% 14,675 $1.0M
Brown Brothers Harriman & Co. 0.00% Add +51.6% 14,645 $1.0M
D.A. Davidson & Co. 0.01% Add +0.5% 14,551 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -67.2% 14,539 $1.0M
Bessemer Group Inc. 0.00% Add +7.7% 14,361 $1.0M
Landscape Capital Management, L.L.C. 0.07% New 14,354 $1.0M
Carl P. Sherr & Co., LLC 0.42% Reduce -1.4% 14,150 $991K
Greenleaf Trust 0.01% Reduce -0.7% 14,150 $991K
1834 Investment Advisors Co. 0.11% Add +6.7% 14,066 $986K
Fi3 FINANCIAL ADVISORS, LLC 0.23% Add +80.5% 7,016 $982K
Mufg Securities Americas Inc. 0.05% Add +9.4% 13,984 $980K
Center For Asset Management LLC 0.43% Add +1.1% 13,812 $968K
Graham Capital Management, L.P. 0.04% Reduce -90.2% 13,755 $964K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +15.4% 13,731 $962K
Aigen Investment Management, LP 0.26% New 13,586 $952K
Groupama Asset Managment 0.01% No change 13,505 $951K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 13,559 $950K
Affinity Investment Advisors, LLC 0.48% Reduce -0.9% 13,502 $946K
Archer Investment Corp 0.18% No change 13,500 $946K
NorthCrest Asset Manangement, LLC 0.02% Add +18.2% 13,203 $922K
V-Square Quantitative Management LLC 0.09% Add +3.9% 13,066 $916K
Sagewood Asset Management LP 0.21% Add +17.7% 13,012 $912K
Weiss Asset Management LP 0.02% Reduce -22.9% 13,008 $911K
Clear Harbor Asset Management, LLC 0.06% Reduce -0.8% 12,982 $910K
Advisory Services Network, LLC 0.01% Reduce -21.3% 12,971 $909K
Baker Avenue Asset Management, LP 0.02% Add +12.5% 12,910 $905K
Praxis Investment Management Inc. 0.05% No change 12,820 $898K
North Dakota State Investment Board 0.04% Add +2.9% 12,763 $894K
Allworth Financial LP 0.00% Reduce -15.2% 12,690 $889K
Montchanin Asset Management, LLC 0.90% Add +26.7% 12,670 $888K
Inscription Capital, LLC 0.08% Add +10.7% 12,590 $882K
Savvy Advisors, Inc. 0.02% Add +4.5% 12,581 $882K
William John Sempolinski 0.35% No change 12,518 $877K
Sivia Capital Partners, LLC 0.11% Add +14.3% 12,448 $872K
Csenge Advisory Group 0.04% Reduce -7.8% 12,396 $869K
Evolve Private Wealth, LLC 0.05% Reduce -34.9% 12,217 $856K
New Wave Wealth Advisors LLC 0.23% Add +16.5% 12,179 $853K
Hennessy Advisors Inc. 0.03% No change 12,000 $841K
One Wealth Advisors, LLC 0.09% Add +8.8% 11,927 $836K
Rothschild Wealth LLC 0.07% Reduce -1.2% 11,799 $827K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.6% 11,728 $822K
Securian Asset Management, Inc. 0.03% Reduce -2.7% 11,222 $812K
Pinnacle Holdings, LLC 0.27% Reduce -0.9% 11,550 $809K
Fire Capital Management LLC 0.33% New 11,535 $808K
Lynx Investment Advisory 0.26% Add +31.4% 11,364 $796K
Accurate Wealth Management, LLC 0.08% Add +23.0% 11,273 $793K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -1.8% 11,245 $788K
Wealthspire Advisors, LLC 0.00% Add +6.1% 10,991 $770K
TD Private Client Wealth LLC 0.01% Add +3.6% 10,931 $766K
Ballentine Partners, LLC 0.01% Add +19.5% 10,874 $762K
Sig Brokerage, LP 0.12% New 10,786 $756K
Compass Wealth Management LLC 0.14% No change 10,700 $750K
Certuity, LLC 0.04% Add +19.2% 10,603 $743K
Aptus Capital Advisors, LLC 0.01% Reduce -0.3% 10,501 $736K
Centennial Wealth Advisory LLC 0.16% Reduce -34.6% 10,400 $729K
Commerce Bank 0.00% Reduce -11.1% 10,330 $724K
USS Investment Management Ltd 0.00% Reduce -80.9% 10,317 $723K
Banque Cantonale Vaudoise 0.03% Reduce -24.6% 10,258 $719K
Advisors Capital Management, LLC 0.01% Add +26.2% 10,250 $718K
Metis Global Partners, LLC 0.02% Reduce -44.0% 10,207 $715K
United Asset Strategies, Inc. 0.05% Add +0.6% 10,184 $714K
Millennium Management 0.00% Reduce -99.2% 10,182 $713K
EverSource Wealth Advisors, LLC 0.02% Reduce -9.5% 10,137 $710K
Abner Herrman & Brock LLC 0.07% Add +0.7% 10,068 $705K
Canada Pension Plan Investment Board 0.00% Reduce -39.4% 10,000 $701K
SOA Wealth Advisors, LLC. 0.12% Add +998700.0% 9,988 $700K
IFP Advisors, Inc 0.01% Add +12.8% 9,945 $697K
Caerus Investment Advisors, LLC 0.23% Add +1.0% 9,866 $691K
Cresset Asset Management, LLC 0.00% Add +8.5% 9,812 $688K
Foundations Investment Advisors, LLC 0.01% New 9,783 $686K
44 Wealth Management LLC 0.23% Reduce -31.9% 9,768 $684K
Storebrand Asset Management As 0.00% Reduce -39.3% 9,728 $682K
Gateway Wealth Partners, LLC 0.04% Reduce -6.9% 9,710 $680K
Waddell & Associates, LLC 0.03% Add +5.4% 9,696 $679K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -6.3% 9,658 $677K
Walleye Trading LLC 0.01% Add +40.8% 9,624 $674K
Smartleaf Asset Management LLC 0.02% No change 9,572 $674K
Simplicity Wealth,LLC 0.02% Reduce -36.3% 9,620 $674K
SageView Advisory Group, LLC 0.02% Reduce -7.2% 9,616 $674K
Balyasny Asset Management L.P. 0.00% Reduce -99.6% 9,593 $672K
Mission Wealth Management, LP 0.01% New 9,574 $671K
Concurrent Investment Advisors, LLC 0.01% Add +0.9% 9,547 $669K
Heartland Bank & Trust Co 0.14% Reduce -1.3% 9,460 $663K
AlphaGrep UK Ltd 0.20% Add +99.3% 9,449 $662K
Waverly Advisors, LLC 0.00% Reduce -34.9% 9,394 $658K
EP Wealth Advisors, LLC 0.00% Add +46.5% 9,392 $658K
VestGen Advisors, LLC 0.02% Add +8.3% 9,371 $657K
Daiichi Life Insurance Co., Ltd. 0.02% No change 9,330 $654K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.8% 9,167 $642K
Mystic Asset Management, Inc. 0.14% Reduce -1.2% 9,109 $638K
Harbour Capital Advisors, LLC 0.12% Add +8.7% 9,025 $635K
Brevan Howard Capital Management LP 0.01% Reduce -80.3% 9,032 $633K
HUB Investment Partners, LLC 0.01% Add +37.0% 9,000 $631K
Wilmington Savings Fund Society, FSB 0.01% Add +0.1% 8,941 $626K
CSS LLC 0.08% Reduce -47.8% 8,920 $625K
Equitable Holdings, Inc. 0.00% Add +7.5% 8,902 $624K
Meitav Investment House Ltd. 0.00% New 8,896 $623K
Summitry LLC 0.02% Add +15.5% 8,888 $623K
Beese Fulmer Investment Management, Inc. 0.04% Add +19.1% 8,797 $616K
Portfolio Design Labs, LLC 0.10% Reduce -66.3% 8,779 $615K
Mark Sheptoff Financial Planning, LLC 0.32% No change 8,700 $610K
Simplex Trading, LLC 0.02% New 8,695 $609K
Versant Capital Management, Inc 0.05% Add +20.6% 8,651 $606K
Polymer Capital Management (US) LLC 0.09% Add +6.7% 8,565 $600K
Sagespring Wealth Partners, LLC 0.01% Add +1.0% 8,525 $597K
Tema ETFs LLC 0.02% Add +9.4% 8,425 $590K
Fortem Financial Group, LLC 0.12% Add +2.9% 8,339 $584K
Elevated Capital Advisors, LLC 0.16% Reduce -53.3% 8,287 $581K
Diversified Enterprises, LLC 0.03% Add +1.5% 8,154 $571K
Perigon Wealth Management, LLC 0.01% Add +7.8% 8,109 $568K
World Investment Advisors 0.01% Reduce -36.4% 9,304 $567K
Compound Planning, Inc. 0.01% Add +11.8% 8,074 $566K
1620 Investment Advisors, Inc. 0.35% Add +0.4% 8,045 $564K
Clark Capital Management Group, Inc. 0.00% Add +117.1% 8,027 $562K
Summit Financial, LLC 0.01% Add +2.3% 8,004 $561K
Impact Partnership Wealth, LLC 0.05% Add +54.2% 7,867 $551K
46 Peaks LLC 0.34% New 7,816 $548K
Sheets Smith Wealth Management 0.05% No change 7,796 $546K
Gladstone Institutional Advisory LLC 0.02% Reduce -0.6% 7,724 $541K
Jackson Thornton Wealth Management, LLC 0.04% Add +4.5% 7,679 $538K
Vestcor Inc 0.01% No change 7,673 $538K
Huntington National Bank 0.00% Add +1.5% 7,672 $538K
Dynasty Wealth Management, LLC 0.00% New 7,642 $535K
Mather Group, Llc. 0.00% Add +7.2% 7,629 $535K
Horizon Investments, LLC 0.01% Reduce -94.6% 7,643 $532K
Larson Financial Group LLC 0.01% Add +24.3% 7,537 $528K
Proficio Capital Partners LLC 0.02% New 7,513 $526K
Ponta Wealth Partners, LLC 0.28% Add +33.4% 7,469 $523K
IFG Advisory, LLC 0.02% Add +521.1% 7,453 $522K
Brookstone Capital Management 0.01% Add +10.2% 7,399 $518K
Continuum Advisory, LLC 0.04% Add +5.0% 7,298 $511K
Capula Management Ltd 0.00% Add +510.0% 7,228 $506K
Signaturefd, LLC 0.01% Add +8.7% 7,215 $506K
Sandro Wealth Management LLC 0.36% Add +2.9% 7,207 $505K
Beacon Pointe Advisors, LLC 0.00% Add +22.2% 7,171 $502K
Iams Wealth Management, LLC 0.15% Add +38.7% 7,095 $497K
TCW Group Inc. 0.00% Add +0.3% 7,096 $497K
SYM FINANCIAL Corp 0.04% Add +6.6% 7,057 $494K
Severin Investments, LLC 0.37% Add +4.5% 6,978 $489K
Great Lakes Advisors, LLC 0.00% Reduce -6.0% 6,977 $489K
CX Institutional 0.01% Add +1.3% 6,930 $486K
Parallel Advisors, LLC 0.01% Add +3.3% 6,930 $486K
Picton Mahoney Asset Management 0.00% Reduce -1.2% 6,832 $479K
Group One Trading LLC 0.01% Add +633.1% 6,774 $475K
Gilbert & Cook, Inc. 0.05% Add +1.5% 6,760 $474K
Fidelis Capital Partners, LLC 0.03% Add +1.5% 6,677 $468K
Pinion Investment Advisors, LLC 0.09% Add +4.0% 6,675 $468K
Clear Street Group Inc. 0.00% New 6,674 $468K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -10.2% 6,649 $466K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.8% 6,498 $455K
Fourth Dimension Wealth, LLC 0.14% Add +6395.0% 6,495 $455K
Woodward Diversified Capital, LLC 0.20% Add +0.5% 6,425 $450K
Mgo One Seven LLC 0.01% Add +16.6% 6,423 $450K
Tower Research Capital LLC (TRC) 0.01% Reduce -70.5% 6,423 $450K
Klingenstein Fields & Co. LP 0.02% No change 6,402 $449K
UMB Bank, n.a. 0.01% Add +6.6% 6,360 $446K
Fifth Third Wealth Advisors LLC 0.01% Add +55.0% 6,340 $444K
Waterloo Capital, L.P. 0.03% Add +31.4% 6,335 $444K
Van Eck Associates Corp. 0.00% Reduce -2.4% 6,285 $440K
Essex Financial Services, Inc. 0.02% Reduce -1.9% 6,270 $439K
Siemens Fonds Invest GmbH 0.02% No change 6,234 $437K
OpenArc Corporate Advisory, LLC 0.01% New 6,220 $436K
Essential Partners LLC 0.20% Reduce -76.8% 6,215 $435K
HBK Sorce Advisory LLC 0.01% Add +1.5% 5,905 $435K
Principal Securities, Inc. 0.01% Reduce -36.4% 6,192 $434K
71 West Capital Partners 0.01% Add +32.4% 6,191 $434K
Whittier Trust Co. 0.00% No change 5,981 $431K
Parcion Private Wealth LLC 0.02% Add +10.6% 6,121 $429K
Westwood Holdings Group Inc. 0.00% New 6,096 $427K
Ellevest, Inc. 0.05% Reduce -6.3% 6,164 $426K
Crumly & Associates Inc. 0.08% Add +0.6% 6,073 $426K
FIL Ltd 0.00% Add +129.1% 6,066 $425K
Cozad Asset Management Inc. 0.03% Add +33.8% 6,025 $422K
Penserra Capital Management LLC 0.00% Reduce -13.2% 6,047 $422K
Sowell Financial Services LLC 0.01% Reduce -4.3% 5,978 $419K
Asahi Life Asset Management Co., LTD. 0.24% No change 5,975 $419K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +9.3% 5,968 $418K
Pointe Capital Management LLC 0.19% No change 5,963 $418K
Arkadios Wealth Advisors 0.01% Reduce -6.3% 5,933 $416K
Norden Group LLC 0.03% Add +1.2% 5,854 $410K
Heritage Wealth Advisors 0.01% New 5,850 $410K
BXM Wealth LLC 0.22% New 5,845 $410K
Moors & Cabot, Inc. 0.02% Reduce -2.9% 5,748 $403K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -10.0% 5,715 $400K
Bayforest Capital Ltd 0.37% New 5,647 $396K
Crestwood Advisors Group, LLC 0.01% Add +39.5% 5,642 $395K
Ashton Thomas Private Wealth, LLC 0.01% Add +51.0% 5,584 $391K
Fund Advisors of America Inc 0.35% Reduce -24.0% 5,555 $389K
Moody LYNN Lieberson & Walker, LLC 0.02% New 5,484 $384K
Wick Capital Partners, LLC 0.06% Add +1.1% 5,449 $382K
Panagora Asset Management Inc. 0.00% No change 5,446 $382K
Nicolet Bankshares Inc. 0.01% Add +1.4% 5,415 $379K
Baader Bank Aktiengesellschaft 0.03% New 5,410 $379K
Rossby Financial, LCC 0.07% Add +0.4% 5,401 $378K
OneDigital Investment Advisors LLC 0.00% Add +3.6% 5,373 $377K
waypoint wealth counsel 0.24% Reduce -10.1% 5,373 $376K
Soltis Investment Advisors LLC 0.02% Reduce -3.7% 5,362 $376K
Daymark Wealth Partners, LLC 0.01% Reduce -2.4% 5,317 $373K
Pier 88 Investment Partners LLC 0.62% Add +165.0% 5,300 $371K
Drive Wealth Management, LLC 0.07% Add +56.7% 5,297 $371K
111 Capital 0.06% New 5,275 $370K
Lincoln Capital Corp. 0.12% Add +0.8% 5,256 $368K
Tocqueville Asset Management L.P. 0.00% Reduce -0.5% 5,254 $368K
Avantra Family Wealth, Inc. 0.23% Add +35.5% 5,237 $367K
Biltmore Family Office, LLC 0.05% Reduce -4.5% 5,236 $367K
Fort Washington Investment Advisors Inc. 0.00% Add +9.7% 5,175 $363K
Avestar Capital, LLC 0.02% New 5,122 $359K
Profund Advisors LLC 0.01% Reduce -4.2% 5,089 $357K
SVB Wealth LLC 0.02% Reduce -0.8% 5,066 $355K
Balefire, LLC 0.06% Add +0.6% 4,989 $350K
Jain Global LLC 0.00% New 4,989 $350K
Checchi Capital Advisers, LLC 0.02% Add +3.4% 4,985 $349K
Ostrum Asset Management 0.02% No change 4,977 $349K
Poinciana Advisors Group, LLC 0.26% No change 4,968 $348K
Bison Wealth, LLC 0.03% Add +1.0% 4,811 $347K
MQS Management LLC 0.42% New 4,946 $347K
Elevated Financial Group LLC 0.10% Reduce -1.1% 4,932 $346K
Bahl & Gaynor LLC 0.00% Add +39.0% 4,920 $345K
International Private Wealth Advisors LLC 0.18% Reduce -38.5% 4,878 $342K
Drucker Wealth 3.0, LLC 0.05% Add +0.7% 4,877 $342K
Cidel Asset Management Inc. 0.02% Reduce -4.8% 4,844 $339K
Prelude Capital Management, LLC 0.02% Reduce -17.5% 4,838 $339K
Knightsbridge Asset Management, LLC 0.04% Add +11.2% 4,833 $339K
Trust Asset Management LLC 0.02% Reduce -2.5% 4,823 $338K
Advisor Resource Council 0.11% New 4,666 $336K
Sanchez Gaunt Capital Management, LLC 0.19% Reduce -2.4% 4,798 $336K
Advisors Asset Management, Inc. 0.01% Add +48.1% 4,776 $335K
Abel Hall, LLC 0.06% Add +2.1% 4,753 $333K
Hoxton Planning & Management, LLC 0.09% Reduce -1.1% 4,742 $332K
Optas, LLC 0.05% Add +1.6% 4,698 $329K
GHP Investment Advisors, Inc. 0.01% Add +4742.3% 4,697 $329K
Prospera Financial Services Inc 0.00% Reduce -5.9% 4,690 $329K
Personal Cfo Solutions, LLC 0.05% Add +0.1% 4,609 $323K
Ballast, Inc. 0.06% New 4,600 $322K
Gradient Capital Advisors, LLC 0.07% No change 4,575 $321K
Hidden Cove Wealth Management, LLC 0.18% Add +10.4% 4,558 $319K
Clearstead Advisors, LLC 0.00% Reduce -42.6% 4,551 $319K
Elevation Point Wealth Partners, LLC 0.01% Reduce -5.0% 4,505 $316K
CRA Financial Services, LLC 0.04% Add +0.7% 4,505 $316K
PDS Planning, Inc 0.02% Add +0.1% 4,495 $315K
Orion Capital Management LLC 0.10% No change 4,475 $314K
LCNB Corp. 0.10% Reduce -23.5% 4,440 $311K
Advyzon Investment Management, LLC 0.02% Reduce -0.2% 4,437 $311K
American Trust 0.02% Reduce -2.0% 4,413 $309K
Range Advisory, LLC 0.04% Add +24.4% 4,377 $307K
Ipswich Investment Management Co., Inc. 0.06% No change 4,374 $306K
Decision Investments, Inc. 0.28% Reduce -0.5% 4,320 $303K
TFB Advisors LLC 0.13% Add +0.6% 4,310 $302K
Trustmark Bank Trust Department 0.02% Add +4.8% 4,278 $300K
Catalyst Funds Management Pty Ltd 0.02% Reduce -5.0% 4,250 $298K
RFG Advisory, LLC 0.00% Add +0.1% 4,222 $296K
Ancora Advisors LLC 0.01% Reduce -6.7% 4,199 $294K
Regal Investment Advisors LLC 0.02% Add +0.1% 4,191 $294K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +3.0% 4,183 $293K
WESPAC Advisors, LLC 0.14% Add +5.0% 4,172 $292K
McGlone Suttner Wealth Management, Inc. 0.03% Add +0.3% 4,153 $291K
Mainsail Asset Management, LLC 0.11% New 3,994 $289K
Family Manage LLC 0.03% Reduce -1.5% 4,104 $288K
Advisor OS, LLC 0.02% Add +2.2% 4,101 $287K
Cambient Family Office, LLC 0.04% New 4,090 $287K
GeoWealth Management, LLC 0.01% Add +18.8% 4,071 $285K
Herold Advisors, Inc. 0.06% New 4,072 $285K
Excalibur Management Corp. 0.09% No change 4,065 $285K
Symmetry Partners, LLC 0.01% New 4,056 $284K
Angeles Wealth Management, LLC 0.01% Add +0.2% 4,053 $284K
Cigna Investments Inc. 0.04% Add +2.5% 4,034 $282K
Independent Advisor Alliance 0.01% New 4,013 $281K
Ewa, LLC 0.05% Add +5.3% 3,992 $280K
Capstone Wealth Management, LLC 0.13% New 3,972 $278K
Mirabella Financial Services LLP 0.03% Reduce -62.5% 3,924 $275K
Legacy Advisors, LLC 0.03% Reduce -6.0% 3,921 $275K
Valeo Financial Advisors, LLC 0.01% Add +11.0% 3,918 $275K
Cornerstone Wealth Group, LLC 0.02% Add +17.2% 3,887 $272K
Systematic Alpha Investments, LLC 0.01% No change 3,860 $270K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.3% 3,825 $268K
Richardson Financial Services Inc. 0.15% Reduce -5.5% 3,818 $268K
Legacy Financial Advisors, Inc. 0.03% Add +14.4% 3,815 $267K
Check Capital Management Inc. 0.02% No change 3,800 $266K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -50.0% 3,799 $266K
International Assets Investment Management, LLC 0.02% Reduce -10.4% 3,652 $262K
QTR Family Wealth, LLC 0.09% Add +2.5% 3,732 $262K
Kingswood Wealth Advisors, LLC 0.01% Add +5.3% 3,723 $261K
CreativeOne Wealth, LLC 0.01% Reduce -20.0% 3,696 $259K
Compass Financial Management LLC 0.03% — 3,488 $257K
Root Financial Partners, LLC 0.01% Add +30.4% 3,661 $257K
55 North Private Wealth, LLC 0.05% New 3,660 $256K
Forthright Family Wealth Advisory LLC 0.14% New 3,653 $256K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.2% 3,653 $256K
Indivisible Partners 0.01% New 3,625 $254K
Planned Solutions, Inc. 0.07% Add +7.3% 3,599 $252K
Quent Capital, LLC 0.02% Add +9.0% 3,596 $252K
Alps Advisors Inc. 0.00% New 3,594 $252K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -2.3% 3,550 $249K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.4% 3,504 $246K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% No change 3,500 $245K
S&co Inc. 0.01% No change 3,500 $245K
Ignite Planners, LLC 0.03% New 3,477 $244K
SmartHarvest Portfolios, LLC 0.08% New 3,471 $243K
Fielder Capital Group LLC 0.05% Add +1.1% 3,404 $239K
Snowden Capital Advisors LLC 0.01% Reduce -8.3% 3,398 $238K
Virtue Capital Management, LLC 0.03% New 3,385 $237K
J.W. Cole Advisors, Inc. 0.00% New 3,343 $234K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.3% 3,331 $233K
Catalyst Financial Partners LLC 0.02% New 3,311 $232K
Moneta Group Investment Advisors LLC 0.00% Reduce -2.4% 3,302 $231K
Strategic Blueprint, LLC 0.01% New 3,276 $230K
Challenger Wealth Management 0.17% New 3,268 $229K
Riversedge Advisors, LLC 0.03% New 3,242 $227K
Traphagen Investment Advisors LLC 0.02% Reduce -6.0% 3,211 $225K
Kennedy Capital Management LLC 0.00% Reduce -5.8% 3,210 $225K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,200 $224K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -6.9% 3,195 $224K
Virtus Wealth Solutions LLC 0.03% Reduce -49.5% 3,190 $224K
Ariadne Wealth Management, LP 0.10% New 3,187 $223K
Diversify Advisory Services, LLC 0.00% New 3,135 $223K
Diversify Wealth Management, LLC 0.00% Add +0.7% 3,135 $223K
Partners in Financial Planning 0.03% New 3,175 $222K
Moss Adams Wealth Advisors LLC 0.01% New 3,168 $222K
Stewardship Advisors, LLC 0.05% New 3,166 $222K
Ausdal Financial Partners, Inc. 0.01% New 3,164 $222K
Gryphon Financial Partners LLC 0.02% New 3,123 $219K
Harvest Investment Services, LLC 0.03% New 3,104 $217K
MJP Associates Inc. 0.02% New 3,082 $216K
State of Wyoming 0.02% Reduce -35.6% 3,076 $216K
Blalock Williams, LLC 0.14% New 3,072 $215K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,060 $214K
Level Four Advisory Services, LLC 0.01% New 3,042 $213K
Everpar Advisors LLC 0.06% New 3,007 $211K
Ibex Wealth Advisors 0.02% New 2,999 $210K
Platform Technology Partners 0.03% New 2,998 $210K
Bradley Foster & Sargent Inc. 0.00% New 2,997 $210K
Boyar Asset Management Inc. 0.12% New 2,992 $210K
Signal Advisors Wealth, LLC 0.01% Reduce -32.3% 2,985 $209K
Investment Research Partners LLC 0.07% New 2,982 $209K
First Citizens Bank & Trust Co. 0.00% New 2,982 $209K
FAS Wealth Partners, Inc. 0.01% New 2,966 $208K
Mayflower Financial Advisors, LLC 0.02% New 2,955 $207K
Turtle Creek Wealth Advisors, LLC 0.01% New 2,953 $207K
OneAscent Financial Services LLC 0.01% New 2,944 $206K
PFG Investments, LLC 0.01% New 2,941 $206K
Wedbush Securities Inc. 0.01% New 2,933 $206K
Edgemoor Investment Advisors, Inc. 0.01% New 2,939 $206K
Guardian Wealth Advisors, LLC / NC 0.01% New 2,896 $203K
Flatrock Wealth Partners LLC 0.08% New 2,885 $202K
Summit Wealth Group LLC / Co. 0.02% New 2,885 $202K
GTS Securities LLC 0.00% Reduce -72.2% 2,857 $200K
McGuire Capital Advisors Inc. 0.11% Add +58.9% 2,846 $199K
Venturi Wealth Management, LLC 0.01% New 2,839 $199K
Raleigh Capital Management Inc. 0.06% No change 2,762 $194K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -49.9% 2,698 $189K
Parkside Financial Bank & Trust 0.01% Add +20.0% 2,203 $154K
Strive Financial Group ,LLC 0.07% Add +713.0% 2,195 $154K
Armstrong Advisory Group, Inc. 0.01% No change 2,138 $150K
Cullen/Frost Bankers, Inc. 0.00% Reduce -21.5% 2,136 $150K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.2% 2,095 $147K
Key Capital Management, INC 0.07% Reduce -18.7% 2,062 $144K
LRI Investments, LLC 0.01% Add +1.2% 2,041 $143K
Hamilton Capital Partners Inc. 0.00% Reduce -32.4% 2,038 $143K
Harbour Investments, Inc. 0.00% Add +9.9% 2,035 $143K
Corsicana & Co. 0.07% No change 2,000 $140K
Blue Trust, Inc. 0.00% Reduce -2.3% 1,962 $137K
Paradigm Asset Management Co. LLC 0.03% Reduce -91.9% 1,900 $133K
CVA Family Office, LLC 0.01% Add +4.2% 1,889 $132K
Zions Bancorporation, National Association 0.01% Add +9.8% 1,843 $129K
Oslo Pensjonsforsikring AS 0.01% Add +134.4% 1,828 $128K
First Financial Corp. 0.04% No change 1,800 $126K
Johnson Financial Group, Inc. 0.00% Reduce -5.1% 1,778 $125K
Deseret Mutual Benefit Administrators 0.04% Reduce -15.9% 1,764 $124K
REAP Financial Group, LLC 0.02% Add +0.5% 1,758 $123K
Atlantic Edge Private Wealth Management, LLC 0.02% New 1,683 $118K
Cromwell Holdings LLC 0.05% Add +3.8% 1,570 $110K
Private Trust Co. NA 0.01% Reduce -1.4% 1,562 $109K
Compagnie Lombard Odier SCmA 0.00% New 1,500 $105K
Basecamp Wealth Advisors LLC 0.02% Add +5.2% 1,440 $101K
SJS Investment Consulting Inc. 0.01% Add +3.5% 1,436 $101K
Exchange Traded Concepts, LLC 0.00% Add +1.3% 1,378 $97K
Gen-Wealth Partners Inc 0.03% Reduce -3.7% 1,369 $96K
True Wealth Design, LLC 0.02% Add +80.3% 1,329 $93K
Wealth Enhancement Trust Services, Inc. 0.01% Add +41.7% 1,325 $93K
Ameriflex Group, Inc. 0.04% Add +11.4% 1,293 $91K
Fiduciary Financial Advisors 0.01% New 1,268 $89K
Manchester Capital Management LLC 0.01% Reduce -0.7% 1,204 $84K
Delta Asset Management LLC 0.01% No change 1,198 $84K
Timbuktu Capital Management, LLC 0.12% — 1,163 $81K
CYBER HORNET ETFs LLC 0.05% Reduce -2.4% 1,153 $81K
Salem Investment Counselors Inc. 0.00% No change 1,135 $80K
Synergy Investment Management, LLC 0.02% Add +268.5% 1,098 $78K
SBI Securities Co., Ltd. 0.00% Add +11.3% 1,084 $76K
Owl Creek Wealth Partners LLC 0.02% Add +1.4% 1,077 $75K
Markowski Investments 0.02% — 1,048 $73K
Trust Co. of Vermont 0.00% — 1,033 $72K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.7% 1,030 $72K
CENTRAL TRUST Co 0.00% Add +1.5% 934 $65K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -2.0% 860 $60K
Westpac Banking Corp. 0.00% No change 824 $58K
Grove Bank & Trust 0.01% Reduce -26.2% 817 $57K
Geneos Wealth Management Inc. 0.00% No change 775 $54K
Graney & King, LLC 0.02% New 771 $54K
Cape Investment Advisory, Inc. 0.01% New 746 $52K
Spire Wealth Management 0.00% Add +5.8% 734 $51K
Canton Hathaway, LLC 0.01% No change 730 $51K
Costello Asset Management, INC 0.02% New 725 $51K
CoreCap Advisors, LLC 0.00% Add +10.1% 721 $51K
Atlas Capital Advisors Inc. 0.01% Reduce -52.6% 705 $49K
Kelleher Financial Advisors 0.01% Add +100.0% 700 $49K
GoalVest Advisory LLC 0.01% No change 680 $48K
Flagship Wealth Advisors, LLC 0.01% New 648 $45K
Valley National Advisers Inc. 0.00% Add +3.1% 627 $44K
Southern Michigan Bank & Trust 0.01% No change 600 $42K
Covestor Ltd 0.02% Add +58.9% 588 $42K
NFSG Corp 0.01% Add +371.9% 571 $40K
Crewe Advisors LLC 0.00% Add +4.1% 559 $39K
Bank of New Hampshire 0.01% No change 550 $39K
Transamerica Financial Advisors, LLC 0.00% Add +33.3% 545 $38K
Activest Wealth Management 0.01% Add +0.6% 542 $38K
Truvestments Capital LLC 0.01% Add +1869.2% 512 $36K
Virtus Advisers, LLC 0.01% Add +17.8% 504 $35K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 500 $35K
Keating Financial Advisory Services, Inc. 0.00% Add +30.1% 497 $35K
Silver Grove Financial Group, Inc. 0.02% New 480 $34K
Bruce G. Allen Investments, LLC 0.02% Reduce -40.4% 476 $33K
Westfuller Advisors, LLC 0.01% Add +3733.3% 460 $32K
Cedar Mountain Advisors, LLC 0.01% No change 448 $31K
Golden State Wealth Management, LLC 0.00% Add +0.9% 446 $31K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +183.3% 425 $30K
Elevation Wealth Partners, LLC 0.01% Add +319.8% 424 $30K
Ares Financial Consulting, LLC 0.02% No change 423 $30K
WPG Advisers, LLC 0.02% Add +3.5% 383 $27K
Smallwood Wealth Investment Management, LLC 0.01% No change 378 $26K
First Command Advisory Services, Inc. 0.00% Add +271.0% 371 $26K
Institute for Wealth Management, LLC. 0.00% New 366 $26K
E Fund Management (Hong Kong) Co., Ltd. 0.01% No change 359 $25K
Ameliora Wealth Management Ltd. 0.01% No change 420 $25K
Bfsg, LLC 0.00% No change 350 $25K
Cornerstone Planning Group LLC 0.00% Reduce -1.5% 335 $24K
Roxbury Financial LLC 0.02% No change 335 $24K
West Paces Advisors Inc. 0.00% New 328 $23K
Private Wealth Management Group, LLC 0.01% Add +124.3% 323 $23K
Motco 0.00% Add +3.2% 319 $22K
Clearstead Trust, LLC 0.00% No change 316 $22K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.6% 310 $22K
Fortitude Family Office, LLC 0.00% Reduce -59.9% 307 $22K
Hilltop National Bank 0.00% No change 306 $21K
Vanguard National Trust Co 0.00% No change 301 $21K
Citizens National Bank Trust Department 0.00% No change 300 $21K
Highline Wealth Partners LLC 0.00% Add +9.2% 284 $20K
First Horizon Corp. 0.00% Add +34.9% 282 $20K
Frazier Financial Advisors, LLC 0.01% No change 270 $19K
JFS Wealth Advisors, LLC 0.00% Add +16.3% 264 $18K
Leonteq Securities AG 0.00% Add +10.9% 264 $18K
JPL Wealth Management, LLC 0.00% Reduce -15.9% 232 $16K
Physician Wealth Advisors, Inc. 0.00% Add +14.0% 228 $16K
Allied Private Wealth LLC 0.01% — 232 $16K
Icon Advisers Inc. 0.00% New 225 $16K
Barrett & Company, Inc. 0.00% No change 218 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 217 $15K
Retirement Wealth Solutions LLC 0.01% No change 211 $15K
North Star Investment Management Corp. 0.00% No change 210 $15K
Vision Financial Markets LLC 0.01% No change 200 $14K
Decker Retirement Planning Inc. 0.00% No change 205 $14K
Community Financial Services Group, LLC 0.00% No change 200 $14K
J.Safra Asset Management Corp 0.00% Reduce -17.1% 203 $14K
Salomon & Ludwin, LLC 0.00% No change 194 $14K
Stance Capital LLC 0.00% New 199 $14K
1015 Capital Partners, LLC 0.01% Add +0.5% 198 $14K
S&T Bank 0.00% Add +115.4% 196 $14K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 190 $13K
McDonald Partners LLC 0.00% New 185 $13K
United Financial Planning Group LLC 0.01% No change 182 $13K
Community Bank, N.A. 0.00% New 177 $12K
Boreal Capital Management LLC 0.01% No change 173 $12K
Central Pacific Bank - Trust Division 0.00% No change 173 $12K
Creative Financial Designs Inc. 0.00% No change 171 $12K
Duncker Streett & Co. Inc. 0.00% No change 170 $12K
Princeton Global Asset Management LLC 0.00% Add +30.2% 168 $12K
HHM Wealth Advisors, LLC 0.00% No change 164 $11K
Steigerwald, Gordon & Koch Inc. 0.00% Add +215.4% 164 $11K
Bogart Wealth, LLC 0.00% Add +34.2% 161 $11K
Caldwell Sutter Capital, Inc. 0.00% No change 159 $11K
Prestige Wealth Management Group LLC 0.00% No change 144 $10K
Harbor Investment Advisory, LLC 0.00% No change 144 $10K
Financial Management Professionals, Inc. 0.00% No change 142 $10K
Rakuten Securities, Inc. 0.00% Add +4333.3% 133 $9K
N.E.W. Advisory Services LLC 0.00% No change 132 $9K
Capital Advisors, Ltd. LLC 0.00% No change 122 $9K
Asset Dedication, LLC 0.00% Reduce -2.3% 127 $9K
Kemnay Advisory Services Inc. 0.00% Reduce -56.4% 126 $9K
Torren Management, LLC 0.00% No change 125 $9K
Nemes Rush Group LLC 0.00% No change 120 $8K
Hilton Head Capital Partners, LLC 0.00% No change 119 $8K
Avion Wealth 0.00% Add +13.9% 123 $8K
Cornerstone Financial Management LLC 0.01% Add +55.6% 112 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 112 $8K
Colonial Trust Co / SC 0.00% Reduce -6.0% 110 $8K
Joseph Group Capital Management 0.00% New 106 $7K
KERR FINANCIAL PLANNING Corp 0.01% No change 105 $7K
NBT Bank, N.A. 0.00% Reduce -90.7% 103 $7K
Summit Securities Group LLC 0.00% Add +40.0% 98 $7K
AdvisorNet Financial, Inc 0.00% Reduce -31.2% 97 $7K
Stone House Investment Management, LLC 0.00% Add +17.1% 96 $7K
SouthState Bank Corp 0.00% No change 94 $7K
High Note Wealth, LLC 0.00% Add +13.8% 91 $6K
Key Financial Inc 0.00% No change 91 $6K
POM Investment Strategies, LLC 0.01% No change 90 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +47.5% 87 $6K
Dunhill Financial, LLC 0.00% Add +7.5% 86 $6K
Nvwm, LLC 0.00% Add +6.3% 85 $6K
SHP Wealth Management 0.00% Add +25.4% 84 $6K
Principia Wealth Advisory, LLC 0.00% Add +28.1% 82 $6K
Rialto Wealth Management, LLC 0.00% Add +34.5% 78 $5K
Creative Capital Management Investments LLC 0.00% New 78 $5K
Anchor Bay Capital, Inc. 0.00% — 75 $5K
Arlington Trust Co LLC 0.00% No change 77 $5K
Dogwood Wealth Management LLC 0.00% No change 76 $5K
Bangor Savings Bank 0.00% No change 75 $5K
Piscataqua Savings Bank 0.00% No change 75 $5K
Triumph Capital Management 0.00% Add +6.1% 70 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 69 $5K
Logan Capital Management Inc. 0.00% — 68 $5K
Hughes Financial Services, LLC 0.00% Add +39.1% 64 $4K
Kingdom Financial Group LLC. 0.00% No change 62 $4K
TFC Financial Management, Inc. 0.00% No change 61 $4K
Quarry LP 0.00% Reduce -90.0% 60 $4K
Clark Wealth Partners 0.00% Reduce -3.3% 59 $4K
American Capital Advisory, LLC 0.00% Add +37.2% 59 $4K
JNBA Financial Advisors 0.00% No change 58 $4K
Wilkerson Advisory Group LLC 0.00% No change 58 $4K
Tounjian Advisory Partners, LLC 0.00% Reduce -99.8% 57 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 68 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 56 $4K
Global Trust Asset Management, LLC 0.00% New 55 $4K
Raffa Wealth Management, LLC 0.00% Reduce -43.3% 55 $4K
Rosenberg Matthew Hamilton 0.00% No change 53 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 52 $4K
Independence Bank of Kentucky 0.00% No change 50 $4K
Oakmont Advisory Group, LLC 0.00% New 47 $3K
Kilter Group LLC 0.00% Add +23.7% 47 $3K
Gleason Group, Inc. 0.00% New 46 $3K
HFM Investment Advisors, LLC 0.00% Add +100.0% 44 $3K
Center for Financial Planning, Inc. 0.00% No change 43 $3K
Bell Investment Advisors, Inc 0.00% Add +23.5% 42 $3K
LifeSteps Financial, Inc. 0.00% New 40 $3K
Valued Wealth Advisors LLC 0.00% Add +5.3% 40 $3K
Investment Counsel Co. of Nevada 0.01% New 39 $3K
HM Payson & Co. 0.00% No change 38 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 38 $3K
IMG Wealth Management, Inc. 0.00% No change 37 $3K
Basepoint Wealth LLC 0.00% No change 36 $3K
Lloyd Advisory Services, LLC. 0.00% Reduce -43.5% 35 $2K
DT Investment Partners, LLC 0.00% No change 34 $2K
Kentucky Trust Co 0.00% New 33 $2K
PFS Partners, LLC 0.00% No change 30 $2K
Financial Consulate, Inc. 0.00% Add +15.4% 30 $2K
Strengthening Families & Communities, LLC 0.00% New 30 $2K
Main Street Group, LTD 0.00% No change 29 $2K
Coston, McIsaac & Partners 0.00% No change 31 $2K
SWAN Capital LLC 0.00% No change 25 $2K
Whipplewood Advisors, LLC 0.00% Reduce -68.9% 23 $2K
Aventura Private Wealth, LLC 0.00% Add +360.0% 23 $2K
Cassaday & Co Wealth Management LLC 0.00% Add +475.0% 23 $2K
Marquette Asset Management, LLC 0.00% No change 22 $2K
Davis Capital Management 0.00% New 21 $1K
Phillip James Consulting Co. 0.00% No change 19 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 18 $1K
Quaker Wealth Management, LLC 0.00% No change 16 $1K
Planning Strategies Inc. 0.00% — 16 $1K
Country Trust Bank 0.00% No change 16 $1K
Bartlett & Co. Wealth Management LLC 0.00% Add +700.0% 16 $1K
Investors Portfolio Services LLC 0.00% No change 15 $1K
WestEnd Advisors, LLC 0.00% Add +15.4% 15 $1K
Navigoe, LLC 0.00% New 18 $1K
United Community Bank 0.00% No change 14 $981
Signature Equity Partners, LLC 0.00% No change 13 $911
Nvest Wealth Strategies, Inc. 0.00% Add +140.0% 12 $841
Sunrise Financial Services, LLC 0.00% New 11 $771
Bare Financial Services, Inc 0.00% No change 11 $771
Essential Investment Partners LLC 0.00% No change 10 $701
Westside Investment Management, Inc. 0.00% No change 10 $701
BOK Financial Private Wealth, Inc. 0.00% New 10 $701
DecisionPoint Financial, LLC 0.00% New 9 $647
Seneschal Advisors, LLC 0.00% No change 8 $561
NorthAvenue LLC 0.00% No change 8 $561
Redwood Park Advisors LLC 0.00% No change 7 $491
Plante Moran Financial Advisors, LLC 0.00% New 6 $420
MidFirst Bank 0.00% No change 6 $420
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $353
Medallion Wealth Advisors, LLC 0.00% New 5 $350
Halbert Hargrove Global Advisors, LLC 0.00% New 5 $345
3 Factor Indexing, LLC 0.00% No change 3 $211
Maryland Capital Advisors Inc. 0.00% — 3 $211
Game Plan Financial Advisors, LLC 0.00% New 3 $210
Highland Investment Advisors LLC 0.00% — 2 $140
ROSS\JOHNSON & Associates LLC 0.00% New 1 $70
Y.D. More Investments Ltd 0.00% Add +0.4% 272 $64

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