Cullen/Frost BankersCFR
13F holders, Q4 2025 (December 31)529holders +49
65new positions
35sold out
7famous investors
$126.66avg. 13F price*
At the end of Q4 2025, 529 institutions reported holding Cullen/Frost Bankers Inc. (CFR) in their 13F filings, up 49 from Q3 2025. 65 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($892.1M), Vanguard Group Inc. ($811.0M) and Aristotle Capital Management, LLC ($634.4M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cullen/Frost Bankers Inc.
- CUSIP
- 229899109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $70.0M |
| Exits | 35 | $28.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,072,830 shares bought and 4,640,511 shares sold, net −1,567,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| BlackRock, Inc. | 0.02% | Add +13.7% | 7,044,565 | $892.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 6,404,703 | $811.0M |
| Aristotle Capital Management, LLC | 1.27% | Reduce -5.1% | 5,010,178 | $634.4M |
| State Street Corp. | 0.01% | Reduce -0.7% | 3,351,607 | $424.4M |
| King Luther Capital Management Corp. | 0.69% | Reduce -1.6% | 1,332,319 | $168.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +9.0% | 1,293,964 | $163.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 1,224,265 | $155.1M |
| Champlain Investment Partners, LLC | 1.50% | Reduce -30.9% | 1,168,081 | $147.9M |
| Bank of America Corp. | 0.01% | Reduce -4.1% | 1,083,239 | $137.2M |
| Boston Trust Walden Corp | 1.00% | Reduce -4.4% | 1,043,754 | $132.2M |
| Janus Henderson Group PLC | 0.05% | Reduce -8.6% | 964,846 | $122.2M |
| Northern Trust Corp. | 0.02% | Reduce -1.7% | 949,039 | $120.2M |
| Impax Asset Management Group plc | 0.73% | Reduce -0.5% | 915,931 | $116.0M |
| Neuberger Berman Group LLC | 0.07% | Reduce -44.0% | 794,892 | $100.7M |
| Westwood Holdings Group Inc. | 0.81% | Reduce -21.9% | 778,429 | $98.6M |
| First Trust Advisors LP | 0.07% | Add +5.5% | 744,009 | $94.2M |
| Vaughan Nelson Investment Management, L.P. | 0.92% | Reduce -11.1% | 739,402 | $93.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.5% | 735,724 | $93.2M |
| Norges Bank | 0.01% | — | 733,668 | $92.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.9% | 688,652 | $87.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.6% | 661,772 | $83.8M |
| Morgan Stanley | 0.00% | Add +34.6% | 641,890 | $81.3M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -2.2% | 622,544 | $78.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.6% | 539,713 | $68.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 526,308 | $66.6M |
| Sei Investments Co. | 0.06% | Reduce -11.2% | 504,646 | $63.9M |
| Royal Bank of Canada | 0.01% | Reduce -8.4% | 407,100 | $51.6M |
| Alberta Investment Management Corp | 0.34% | Add +21.2% | 400,000 | $50.7M |
| GW&K Investment Management, LLC | 0.42% | Reduce -4.2% | 383,363 | $48.5M |
| Natixis Advisors, LLC | 0.07% | Add +2.2% | 373,373 | $47.3M |
| Madison Asset Management, LLC | 0.52% | Reduce -5.4% | 356,874 | $45.2M |
| Two Sigma Investments, LP | 0.06% | Reduce -13.7% | 322,868 | $40.9M |
| Deprince Race & Zollo Inc. | 0.78% | Add +56.3% | 322,128 | $40.8M |
| FMR LLC | 0.00% | Reduce -76.2% | 313,583 | $39.7M |
| Fiera Capital Corp | 0.12% | Add +30.5% | 306,448 | $38.8M |
| Jacobs Levy Equity Management, Inc. | 0.14% | Reduce -3.7% | 289,559 | $36.7M |
| ProShare Advisors LLC | 0.06% | Add +3.7% | 268,194 | $34.0M |
| Millennium Management | 0.03% | Add +13.6% | 265,937 | $33.7M |
| UBS Group AG | 0.01% | Reduce -28.0% | 251,636 | $31.9M |
| Palisade Capital Management, LP | 0.99% | Reduce -10.8% | 236,110 | $29.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -20.2% | 220,289 | $27.9M |
| TCTC Holdings, LLC | 0.82% | Reduce -0.1% | 218,020 | $27.6M |
| Polaris Capital Management, LLC | 2.25% | Reduce -13.5% | 214,500 | $27.2M |
| Two Sigma Advisers, LP | 0.05% | Add +5.6% | 210,800 | $26.7M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 198,050 | $25.1M |
| Bessemer Group Inc. | 0.04% | Add +976.7% | 186,738 | $23.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +3.2% | 185,264 | $23.5M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Reduce -46.6% | 181,495 | $23.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -12.0% | 166,431 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 165,987 | $21.0M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.6% | 161,539 | $20.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.5% | 158,911 | $20.1M |
| Formuepleje A/S | 1.20% | Reduce -14.2% | 158,326 | $20.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 157,142 | $19.9M |
| Bridgewater Associates | 0.07% | Add +10.8% | 153,492 | $19.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.2% | 150,098 | $19.0M |
| Lido Advisors, LLC | 0.08% | Add +0.4% | 149,882 | $19.0M |
| D. E. Shaw & Co. | 0.02% | Add +9.9% | 148,630 | $18.8M |
| Citadel Advisors | 0.01% | Add +89.2% | 146,842 | $18.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.1% | 140,188 | $17.8M |
| Invesco Ltd. | 0.00% | Add +12.6% | 139,371 | $17.6M |
| Barclays PLC | 0.01% | Add +28.0% | 138,691 | $17.6M |
| Wellington Management Group LLP | 0.00% | Reduce -39.4% | 134,356 | $17.0M |
| Verition Fund Management LLC | 0.09% | Add +52.8% | 130,944 | $16.6M |
| Renaissance Technologies | 0.03% | Reduce -5.9% | 130,200 | $16.5M |
| Ceredex Value Advisors LLC | 0.49% | Add +16.9% | 127,950 | $16.2M |
| Swiss National Bank | 0.01% | Add +1.8% | 120,500 | $15.3M |
| AQR Capital Management | 0.01% | Add +5.0% | 113,300 | $14.3M |
| Campbell & CO Investment Adviser LLC | 0.67% | New | 110,067 | $13.9M |
| Trexquant Investment LP | 0.12% | Add +631.7% | 105,908 | $13.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 105,087 | $13.3M |
| Squarepoint Ops LLC | 0.03% | Add +200.5% | 102,467 | $13.0M |
| M&T Bank Corp | 0.04% | Add +0.2% | 96,378 | $12.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.4% | 96,013 | $12.2M |
| Legal & General Group Plc | 0.00% | Reduce -5.3% | 91,970 | $11.6M |
| First National Bank of Omaha | 0.33% | Reduce -13.5% | 88,389 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 86,587 | $11.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -40.6% | 79,592 | $10.1M |
| Nuveen, LLC | 0.00% | Add +0.5% | 77,477 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.1% | 75,632 | $9.6M |
| Whittier Trust Co. | 0.10% | Add +0.1% | 66,774 | $9.0M |
| Martin Capital Partners, LLC | 3.34% | Add +6.3% | 70,133 | $8.9M |
| HSBC Holdings PLC | 0.00% | Add +85.7% | 67,379 | $8.6M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -15.8% | 64,815 | $8.2M |
| Cerity Partners LLC | 0.01% | Add +4.6% | 63,511 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 63,005 | $8.0M |
| LPL Financial LLC | 0.00% | Add +6.7% | 62,734 | $7.9M |
| Hilton Capital Management, LLC | 0.57% | Add +6.1% | 59,625 | $7.6M |
| California State Teachers Retirement System | 0.01% | Add +2.9% | 57,805 | $7.3M |
| Jane Street Group, LLC | 0.01% | Add +377.8% | 55,341 | $7.0M |
| Citigroup Inc. | 0.00% | Add +1.7% | 54,601 | $6.9M |
| Lawson Kroeker Investment Management Inc. | 2.03% | Reduce -0.4% | 53,723 | $6.8M |
| Greenfield Seitz Capital Management, LLC | 2.23% | Reduce -0.1% | 53,689 | $6.8M |
| Rowlandmiller & Partners.adv | 1.31% | Reduce -0.1% | 53,628 | $6.8M |
| Argent Trust Co | 0.23% | Reduce -1.1% | 52,893 | $6.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 51,593 | $6.5M |
| Corient Private Wealth LP | 0.01% | Add +199.8% | 50,560 | $6.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 47,608 | $6.0M |
| Oak Harvest Investment Services | 0.64% | Add +4.6% | 46,049 | $5.8M |
| Vest Financial, LLC | 0.07% | Add +16.3% | 45,963 | $5.8M |
| STRS Ohio | 0.02% | Reduce -11.3% | 45,724 | $5.8M |
| Dark Forest Capital Management LP | 0.26% | New | 44,743 | $5.7M |
| SG Americas Securities, LLC | 0.01% | Add +137.9% | 44,453 | $5.6M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +11.0% | 42,979 | $5.4M |
| Mairs & Power Inc. | 0.05% | Reduce -1.8% | 42,731 | $5.4M |
| Entropy Technologies, LP | 0.29% | Add +355.4% | 41,863 | $5.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.1% | 41,514 | $5.3M |
| American Century Companies Inc. | 0.00% | Reduce -0.2% | 41,109 | $5.2M |
| Sprucegrove Investment Management Ltd. | 0.63% | Reduce -63.9% | 41,038 | $5.2M |
| First Merchants Corp. | 0.19% | Add +0.1% | 40,277 | $5.1M |
| WealthPlan Investment Management, LLC | 0.32% | Reduce -35.2% | 40,142 | $5.1M |
| Numerai GP LLC | 0.59% | New | 38,730 | $4.9M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +1.1% | 36,293 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -21.6% | 38,220 | $4.8M |
| Edgestream Partners, L.P. | 0.13% | New | 35,267 | $4.5M |
| Quantinno Capital Management LP | 0.01% | Add +12.7% | 34,844 | $4.4M |
| Kempner Capital Management Inc. | 4.03% | Reduce -4.2% | 32,932 | $4.3M |
| Abn Amro Investment Solutions | 0.06% | Reduce -12.0% | 33,100 | $4.2M |
| Glass Wealth Management Co LLC | 1.71% | Reduce -1.8% | 32,936 | $4.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -6.3% | 32,918 | $4.2M |
| Aquatic Capital Management LLC | 0.12% | Add +32.3% | 32,241 | $4.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 31,946 | $4.0M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 31,712 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Add +61.6% | 31,620 | $4.0M |
| Man Group plc | 0.01% | Add +216.4% | 31,180 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.5% | 31,170 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.1% | 31,067 | $3.9M |
| Amundi | 0.00% | New | 30,514 | $3.9M |
| Voya Investment Management LLC | 0.00% | Add +415.2% | 28,766 | $3.6M |
| HRT Financial LP | 0.01% | Reduce -12.0% | 28,664 | $3.6M |
| Amalgamated Bank | 0.03% | Reduce -2.5% | 28,331 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -3.9% | 28,228 | $3.6M |
| Lathrop Investment Management Co. | 0.63% | Reduce -4.8% | 27,586 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.7% | 27,512 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 25,253 | $3.5M |
| EFG International AG | 0.07% | — | 27,015 | $3.4M |
| JB Capital LLC | 0.14% | Add +12.5% | 26,975 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -10.4% | 26,611 | $3.4M |
| Callahan Advisors, LLC | 0.27% | Reduce -2.5% | 26,333 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.3% | 26,169 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -3.7% | 25,519 | $3.2M |
| Homestead Advisers Corp | 0.09% | New | 25,400 | $3.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 24,905 | $3.2M |
| Sciencast Management LP | 0.44% | Add +211.6% | 24,871 | $3.1M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.0% | 24,755 | $3.1M |
| First National Advisers, LLC | 0.43% | Reduce -12.4% | 24,512 | $3.1M |
| Tidal Investments LLC | 0.01% | Add +8.6% | 23,745 | $3.0M |
| Gabelli Funds LLC | 0.02% | No change | 23,200 | $2.9M |
| Comerica Bank | 0.01% | Reduce -7.5% | 22,988 | $2.9M |
| Handelsbanken Fonder AB | 0.01% | Add +20.8% | 22,616 | $2.9M |
| WealthPLAN Partners, LLC | 0.42% | Reduce -8.9% | 22,227 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -12.8% | 21,492 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +863.1% | 21,448 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.4% | 19,770 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -47.1% | 21,333 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -31.0% | 21,135 | $2.7M |
| Capitolis Liquid Global Markets LLC | 0.02% | New | 20,296 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 20,194 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 19,374 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.5% | 18,472 | $2.3M |
| Acadian Asset Management LLC | 0.00% | New | 18,377 | $2.3M |
| Cardinal Capital Management | 0.30% | Add +0.5% | 18,134 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.2% | 17,901 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.1% | 17,700 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +42.0% | 17,270 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.8% | 17,018 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -6.2% | 16,950 | $2.1M |
| XTX Topco Ltd | 0.06% | New | 16,768 | $2.1M |
| Capital Fund Management S.A. | 0.02% | Reduce -16.0% | 16,470 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.1% | 16,001 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +9.8% | 15,863 | $2.0M |
| Creative Planning | 0.00% | Add +2.5% | 15,370 | $1.9M |
| Riverwater Partners LLC | 0.75% | Add +19.1% | 15,234 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +61.3% | 15,186 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -1.9% | 15,064 | $1.9M |
| &partners | 0.01% | Reduce -0.1% | 15,044 | $1.9M |
| Fifth Third Bancorp | 0.01% | Reduce -65.1% | 14,813 | $1.9M |
| First American Bank | 0.11% | No change | 14,809 | $1.9M |
| Oak Thistle LLC | 0.25% | New | 14,485 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.3% | 14,307 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.2% | 14,305 | $1.8M |
| Fieldview Capital Management, LLC | 0.31% | New | 14,262 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 14,252 | $1.8M |
| Tudor Investment Corporation | 0.01% | Reduce -67.1% | 14,166 | $1.8M |
| Neville Rodie & Shaw Inc. | 0.13% | No change | 13,974 | $1.8M |
| Diversified Trust Co. | 0.03% | Add +0.5% | 13,868 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.9% | 13,666 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.8% | 13,616 | $1.7M |
| DB&C Advisors, LLC | 2.10% | — | 13,250 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 13,158 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.1% | 12,323 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,100 | $1.7M |
| Carlson Capital, L.P. | 0.80% | Add +20.2% | 13,100 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.1% | 13,100 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.2% | 12,823 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.2% | 12,821 | $1.6M |
| Lazard Asset Management LLC | 0.00% | New | 12,683 | $1.6M |
| Holocene Advisors, LP | 0.00% | New | 11,940 | $1.5M |
| Commerce Bank | 0.01% | Reduce -0.3% | 11,861 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -27.9% | 11,613 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 11,020 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | No change | 10,800 | $1.4M |
| South Dakota Investment Council | 0.03% | Reduce -12.6% | 10,385 | $1.3M |
| iSAM Funds (UK) Ltd | 0.47% | New | 10,257 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -7.4% | 10,078 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.1% | 9,846 | $1.2M |
| Anchor Investment Management, LLC | 0.10% | No change | 9,800 | $1.2M |
| Utah Retirement Systems | 0.01% | No change | 9,796 | $1.2M |
| 1900 Wealth Management LLC | 0.08% | Add +9.2% | 9,716 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -26.1% | 9,577 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +0.4% | 9,473 | $1.2M |
| Beck Bode, LLC | 0.20% | Reduce -5.5% | 9,289 | $1.2M |
| Eight 31 Financial, LLC | 0.64% | No change | 9,250 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.6% | 9,161 | $1.2M |
| Centennial Bank | 0.46% | No change | 9,075 | $1.1M |
| Marshall Financial Group, LLC | 0.22% | New | 9,015 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | Add +7.8% | 8,975 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -28.1% | 8,758 | $1.1M |
| M.E. Allison & Co., Inc. | 0.75% | No change | 8,734 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.0% | 8,564 | $1.1M |
| Atom Investors LP | 0.08% | Reduce -12.6% | 8,344 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -48.1% | 8,262 | $1.0M |
| Assetmark, Inc. | 0.00% | Reduce -10.7% | 8,238 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -0.5% | 8,196 | $1.0M |
| Engineers Gate Manager LP | 0.01% | New | 8,110 | $1.0M |
| GAMMA Investing LLC | 0.05% | Reduce -1.0% | 7,968 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,891 | $999K |
| Mercer Global Advisors Inc. | 0.00% | Add +18.3% | 7,851 | $994K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -37.1% | 7,815 | $990K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.6% | 7,797 | $987K |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.8% | 7,649 | $969K |
| Carnegie Investment Counsel | 0.02% | No change | 7,465 | $945K |
| DRW Securities, LLC | 0.07% | Add +321.3% | 7,461 | $945K |
| Tributary Capital Management, LLC | 0.09% | Reduce -2.7% | 7,378 | $934K |
| Jefferies Financial Group Inc. | 0.01% | New | 7,311 | $926K |
| Rockefeller Capital Management L.P. | 0.00% | Add +185.3% | 7,292 | $924K |
| Roehl & Yi Investment Advisors, LLC | 0.37% | Reduce -0.5% | 7,241 | $917K |
| Pathway Financial Advisers, LLC | 0.26% | Add +3.5% | 7,142 | $904K |
| Allianz Asset Management GmbH | 0.00% | Reduce -6.6% | 7,131 | $903K |
| Sigma Planning Corp | 0.02% | Add +0.4% | 7,118 | $901K |
| 17 Capital Partners, LLC | 0.47% | No change | 7,110 | $900K |
| Cary Street Partners Financial LLC | 0.02% | Add +3.1% | 7,065 | $895K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.9% | 7,038 | $891K |
| Quadrant Capital Group LLC | 0.03% | Reduce -1.1% | 7,019 | $889K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.4% | 6,631 | $840K |
| Inceptionr LLC | 0.23% | New | 6,452 | $817K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -0.1% | 6,415 | $812K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.2% | 6,354 | $804K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,335 | $802K |
| Sovran Advisors, LLC | 0.07% | Reduce -11.9% | 5,591 | $778K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +109.7% | 6,123 | $775K |
| Burney Co./ | 0.02% | Add +7.0% | 6,094 | $772K |
| MMBG Investment Advisors Co. | 0.06% | No change | 6,070 | $769K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -64.7% | 6,025 | $763K |
| Fulton Bank, N.A. | 0.03% | Add +2.6% | 6,013 | $761K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,900 | $747K |
| Mariner, LLC | 0.00% | New | 5,876 | $744K |
| Glenmede Trust Co. NA | 0.00% | — | 5,758 | $729K |
| Xponance LLC | 0.01% | Reduce -17.6% | 5,713 | $723K |
| Financial Planning Hawaii, Inc. | 0.42% | — | 5,704 | $722K |
| Deutsche Bank AG | 0.00% | Reduce -10.5% | 5,638 | $714K |
| Benjamin Edwards Inc. | 0.01% | Add +0.4% | 5,346 | $677K |
| Moody National Bank Trust Division | 0.06% | Reduce -1.5% | 5,274 | $668K |
| Cwm, LLC | 0.00% | Add +21.0% | 5,242 | $664K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -1.9% | 5,229 | $662K |
| Titleist Asset Management, LLC | 0.05% | No change | 5,195 | $658K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.3% | 5,170 | $655K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.5% | 5,142 | $651K |
| Choreo, LLC | 0.01% | Reduce -7.3% | 5,038 | $646K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 5,012 | $635K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.9% | 4,981 | $631K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,925 | $624K |
| Hilltop Holdings Inc. | 0.04% | Add +5.1% | 4,923 | $623K |
| Cannell & Spears LLC | 0.01% | No change | 4,845 | $614K |
| Fayez Sarofim & Co | 0.00% | No change | 4,842 | $613K |
| MML Investors Services, LLC | 0.00% | Add +6.7% | 4,715 | $597K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.1% | 4,674 | $592K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.1% | 4,673 | $592K |
| Groesbeck Investment Management Corp. | 1.04% | Add +0.2% | 4,370 | $553K |
| Diesslin Group, Inc. | 0.22% | — | 4,275 | $541K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -10.1% | 4,241 | $537K |
| Prudential Financial Inc. | 0.00% | Reduce -35.7% | 4,037 | $511K |
| Pallas Capital Advisors LLC | 0.02% | No change | 4,000 | $507K |
| US Bancorp \de | 0.00% | Add +0.1% | 3,994 | $506K |
| NewEdge Advisors, LLC | 0.00% | Add +53.3% | 3,928 | $497K |
| FORA Capital, LLC | 0.06% | New | 3,922 | $497K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +77.6% | 3,889 | $492K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -63.6% | 3,807 | $482K |
| Tanglewood Legacy Advisors, LLC | 0.18% | No change | 3,802 | $481K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.3% | 3,775 | $478K |
| Mach-1 Financial Group, LLC | 0.10% | New | 3,751 | $475K |
| Washington Capital Management, Inc. | 0.38% | No change | 3,700 | $469K |
| Aspen Wealth Management LLC | 0.10% | Reduce -2.3% | 3,694 | $468K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.3% | 3,643 | $461K |
| Community Bank & Trust, Waco, Texas | 0.09% | No change | 3,600 | $456K |
| Ethic Inc. | 0.01% | Add +7.2% | 3,554 | $450K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.3% | 3,517 | $445K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.9% | 3,412 | $432K |
| Meridian Wealth Management, LLC | 0.02% | New | 3,408 | $432K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.2% | 3,407 | $431K |
| Marshall Wace, LLP | 0.00% | Add +33.4% | 3,386 | $429K |
| Symphony Financial, Ltd. Co. | 0.06% | Reduce -4.8% | 3,287 | $422K |
| Fearless Solutions, LLC dba Best Invest | 0.25% | Reduce -0.3% | 3,280 | $415K |
| First Dallas Securities Inc. | 0.15% | No change | 3,278 | $415K |
| Trust Point Inc. | 0.03% | Reduce -1.8% | 3,202 | $405K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.9% | 3,187 | $404K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.1% | 3,144 | $398K |
| Arax Advisory Partners | 0.01% | Reduce -65.7% | 3,111 | $394K |
| Probity Advisors, Inc. | 0.06% | Reduce -3.5% | 3,049 | $386K |
| Financial Gravity Asset Management, Inc. | 0.07% | No change | 3,023 | $383K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -30.9% | 3,019 | $382K |
| Hodges Capital Management Inc. | 0.03% | No change | 2,995 | $379K |
| Curi Capital, LLC | 0.01% | Reduce -0.3% | 2,925 | $370K |
| Beacon Financial Group | 0.04% | Reduce -0.2% | 2,918 | $370K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 2,849 | $361K |
| Picton Mahoney Asset Management | 0.00% | New | 2,830 | $358K |
| LCNB Corp. | 0.12% | Reduce -22.0% | 2,800 | $355K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.5% | 2,791 | $353K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -85.0% | 2,762 | $350K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,748 | $348K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,744 | $347K |
| Forum Financial Management, LP | 0.00% | Add +0.0% | 2,720 | $344K |
| Advisor Resource Council | 0.12% | New | 2,474 | $344K |
| Bridgefront Capital, LLC | 0.09% | New | 2,707 | $343K |
| Callan Family Office, LLC | 0.01% | New | 2,667 | $338K |
| Fruth Investment Management | 0.09% | No change | 2,600 | $329K |
| Granite Investment Partners, LLC | 0.02% | Reduce -83.5% | 2,579 | $327K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 2,530 | $320K |
| National Philanthropic Trust | 0.00% | Add +0.8% | 2,528 | $320K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 2,505 | $317K |
| Jump Financial, LLC | 0.00% | New | 2,484 | $315K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 2,461 | $309K |
| HB Wealth Management, LLC | 0.00% | Add +10.8% | 2,393 | $303K |
| Greenleaf Trust | 0.00% | Add +11.2% | 2,333 | $295K |
| Shelton Capital Management | 0.01% | Reduce -6.8% | 2,310 | $293K |
| Profund Advisors LLC | 0.01% | Reduce -2.8% | 2,291 | $290K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 2,285 | $289K |
| Bokf, NA | 0.00% | Reduce -27.5% | 2,241 | $284K |
| Ballentine Partners, LLC | 0.00% | Add +2.2% | 2,225 | $282K |
| Qsemble Capital Management, LP | 0.02% | Add +9.1% | 2,189 | $277K |
| Third View Private Wealth, LLC | 0.04% | — | 2,182 | $276K |
| IFP Advisors, Inc | 0.01% | No change | 2,168 | $275K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.7% | 2,168 | $275K |
| Enzi Wealth | 0.10% | Reduce -0.3% | 2,000 | $274K |
| HUB Investment Partners, LLC | 0.01% | New | 2,147 | $272K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -12.6% | 2,121 | $269K |
| North Dakota State Investment Board | 0.01% | — | 2,093 | $265K |
| CIBC Asset Management Inc | 0.00% | No change | 2,064 | $261K |
| Ritholtz Wealth Management | 0.00% | New | 2,056 | $260K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -0.9% | 2,028 | $257K |
| Warwick Investment Management, Inc. | 0.04% | Reduce -0.2% | 2,019 | $256K |
| Princeton Capital Management LLC | 0.07% | No change | 2,000 | $253K |
| Scientech Research LLC | 0.16% | New | 1,992 | $252K |
| Round Rock Advisors LLC | 0.04% | No change | 1,964 | $249K |
| Elk River Wealth Management LLC | 0.04% | No change | 1,963 | $249K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 1,963 | $249K |
| KBC Group NV | 0.00% | No change | 1,955 | $248K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -1.4% | 1,945 | $246K |
| Everpar Advisors LLC | 0.09% | Reduce -19.8% | 1,913 | $242K |
| Sather Financial Group Inc | 0.01% | Reduce -1.3% | 1,877 | $238K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.7% | 1,819 | $230K |
| Coastline Trust Co | 0.02% | No change | 1,815 | $230K |
| Focus Partners Wealth | 0.00% | New | 1,812 | $229K |
| New England Research & Management, Inc. | 0.10% | No change | 1,800 | $228K |
| Cedar Wealth Management, LLC | 0.07% | New | 1,800 | $228K |
| Phillips Wealth Planners LLC | 0.18% | Reduce -3.5% | 1,582 | $227K |
| Prospera Financial Services Inc | 0.00% | No change | 1,789 | $227K |
| Rexford Capital Inc. | 0.17% | No change | 1,771 | $224K |
| Keel Point, LLC | 0.01% | Add +0.3% | 1,765 | $224K |
| RIA Advisory Group LLC | 0.05% | Reduce -2.5% | 1,749 | $221K |
| Voleon Capital Management LP | 0.00% | New | 1,742 | $221K |
| Regions Financial Corp. | 0.00% | Add +7.0% | 1,738 | $220K |
| Argyle Capital Partners, LLC | 0.16% | No change | 1,730 | $219K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,723 | $218K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,712 | $217K |
| One Wealth Capital Management, LLC | 0.09% | New | 1,702 | $216K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 1,697 | $215K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -1.5% | 1,660 | $210K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,650 | $209K |
| Rydar Equities, Inc. | 0.16% | New | 1,517 | $208K |
| Quantbot Technologies LP | 0.01% | Reduce -95.3% | 1,639 | $208K |
| Evolve Private Wealth, LLC | 0.01% | — | 1,628 | $206K |
| Jamison Private Wealth Management, Inc. | 0.03% | Reduce -4.1% | 1,623 | $205K |
| NewEdge Wealth, LLC | 0.00% | New | 1,611 | $204K |
| Keybank National Association | 0.00% | Reduce -19.2% | 1,594 | $202K |
| Motco | 0.02% | No change | 1,397 | $177K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.3% | 1,332 | $169K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.6% | 1,324 | $168K |
| 1620 Investment Advisors, Inc. | 0.11% | Reduce -4.1% | 1,298 | $164K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -28.5% | 1,086 | $138K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,050 | $133K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.3% | 1,044 | $132K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -8.3% | 1,001 | $127K |
| Corsicana & Co. | 0.07% | No change | 1,000 | $127K |
| LRI Investments, LLC | 0.01% | No change | 998 | $126K |
| UMB Bank, n.a. | 0.00% | Reduce -4.3% | 876 | $111K |
| Sunbelt Securities, Inc. | 0.01% | Add +77.0% | 871 | $110K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -17.1% | 857 | $110K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1476.0% | 788 | $100K |
| Quarry LP | 0.02% | Add +231.3% | 772 | $98K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +39.2% | 767 | $97K |
| Farther Finance Advisors, LLC | 0.00% | Add +114.1% | 760 | $96K |
| Danske Bank A/S | 0.00% | Add +40.0% | 700 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 636 | $81K |
| MAI Capital Management | 0.00% | Add +156.3% | 615 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.4% | 597 | $76K |
| Signaturefd, LLC | 0.00% | Reduce -3.6% | 586 | $74K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.2% | 582 | $74K |
| Spire Wealth Management | 0.00% | No change | 543 | $69K |
| Reyes Financial Architecture, Inc. | 0.04% | Reduce -27.6% | 526 | $67K |
| Los Angeles Capital Management LLC | 0.00% | New | 533 | $66K |
| Robinson Value Management, Ltd. | 0.03% | No change | 500 | $63K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 460 | $58K |
| TD Waterhouse Canada Inc. | 0.00% | New | 455 | $58K |
| AlphaQuest LLC | 0.00% | Reduce -72.0% | 432 | $55K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 424 | $54K |
| Allworth Financial LP | 0.00% | Reduce -42.2% | 422 | $53K |
| Huntington National Bank | 0.00% | Reduce -0.7% | 417 | $53K |
| Bayforest Capital Ltd | 0.04% | Reduce -75.9% | 407 | $52K |
| Lummis Asset Management, LP | 0.03% | No change | 397 | $50K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 396 | $50K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.1% | 371 | $47K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 359 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 359 | $45K |
| Arvest Investments, Inc. | 0.01% | Add +0.9% | 347 | $44K |
| Parkside Financial Bank & Trust | 0.00% | Add +16.6% | 324 | $41K |
| Matrix Trust Co | 0.01% | Add +40.4% | 320 | $41K |
| Community Bank, N.A. | 0.00% | No change | 276 | $35K |
| Ancora Advisors LLC | 0.00% | New | 269 | $34K |
| Blue Trust, Inc. | 0.00% | Add +252.1% | 257 | $33K |
| First PREMIER Bank | 0.01% | No change | 250 | $32K |
| Covestor Ltd | 0.02% | Add +67.6% | 248 | $31K |
| Root Financial Partners, LLC | 0.00% | Add +12.8% | 229 | $29K |
| Clearstead Advisors, LLC | 0.00% | Reduce -28.3% | 228 | $29K |
| True Wealth Design, LLC | 0.01% | Reduce -3.2% | 211 | $27K |
| GoalVest Advisory LLC | 0.00% | Reduce -13.4% | 194 | $25K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +14.2% | 185 | $23K |
| eCIO, Inc. | 0.01% | New | 176 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 151 | $22K |
| Asset Dedication, LLC | 0.00% | No change | 166 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 165 | $21K |
| Darwin Wealth Management, LLC | 0.01% | No change | 159 | $20K |
| Global Retirement Partners, LLC | 0.00% | Add +334.3% | 152 | $19K |
| Private Trust Co. NA | 0.00% | No change | 150 | $19K |
| Essential Partners LLC | 0.01% | Add +51.0% | 145 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 120 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 118 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $14K |
| Wellington-Altus USA Inc. | 0.01% | — | 101 | $13K |
| DV Trading LLC | 0.00% | — | 100 | $13K |
| Chilton Capital Management LLC | 0.00% | No change | 89 | $11K |
| Natixis | 0.00% | Reduce -91.0% | 82 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 73 | $10K |
| LGT Financial Advisors LLC | 0.06% | No change | 75 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 67 | $8K |
| Albion Financial Group | 0.00% | No change | 64 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 64 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +93.9% | 64 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +113.3% | 64 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +3.3% | 63 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +38.6% | 61 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 60 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 57 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 56 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 52 | $7K |
| Curat Global, LLC | 0.01% | No change | 50 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 47 | $6K |
| Park Place Capital Corp | 0.00% | No change | 45 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 41 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $5K |
| Rothschild Investment LLC | 0.00% | New | 38 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 37 | $5K |
| Sachetta, LLC | 0.00% | No change | 36 | $5K |
| Quattro Advisors LLC | 0.00% | — | 35 | $4K |
| CNB Bank | 0.00% | No change | 34 | $4K |
| Bangor Savings Bank | 0.00% | No change | 34 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 32 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 32 | $4K |
| Activest Wealth Management | 0.00% | No change | 29 | $4K |
| Signature Equity Partners, LLC | 0.00% | — | 29 | $4K |
| Caldwell Trust Co | 0.00% | No change | 25 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +20.0% | 24 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -41.5% | 24 | $3K |
| Wealth Watch Advisors, INC | 0.00% | No change | 23 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 22 | $3K |
| Bravera Wealth | 0.00% | — | 21 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 18 | $2K |
| Sunrise Financial Services, LLC | 0.00% | — | 18 | $2K |
| Granite FO LLC | 0.00% | No change | 17 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 17 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 16 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 16 | $2K |
| Motiv8 Investments LLC | 0.00% | New | 19 | $2K |
| CX Institutional | 0.00% | No change | 14 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 15 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 15 | $2K |
| SouthState Bank Corp | 0.00% | No change | 14 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 13 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 12 | $2K |
| Versant Capital Management, Inc | 0.00% | Reduce -76.0% | 12 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 12 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -29.4% | 12 | $2K |
| Union Savings Bank | 0.00% | — | 12 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.03% | Reduce -8.3% | 11 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $1K |
| Torren Management, LLC | 0.00% | — | 10 | $1K |
| Advocate Investing Services LLC | 0.00% | — | 9 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | — | 8 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 8 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $887 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $886 |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $760 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $760 |
| Oakworth Capital, Inc. | 0.00% | No change | 6 | $760 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $634 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $507 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $380 |
| SHP Wealth Management | 0.00% | — | 3 | $354 |
| Toth Financial Advisory Corp. | 0.00% | New | 2 | $254 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $253 |
| Harbour Investments, Inc. | 0.00% | New | 2 | $253 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $162 |
| Eastern Bank | 0.00% | New | 1 | $127 |
| Quent Capital, LLC | 0.00% | New | 1 | $127 |
| Abound Wealth Management | 0.00% | No change | 1 | $127 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.1% | 1 | $127 |
| Rossby Financial, LCC | 0.00% | New | 1 | $127 |
| Simplex Trading, LLC | 0.00% | New | 1 | $126 |
"% of holder's portfolio" is CFR's weight in each manager's 13F, not the share of Cullen/Frost Bankers Inc. the manager owns.