Cullen/Frost BankersCFR
13F holders, Q1 2026 (March 31)543holders +14
71new positions
56sold out
6famous investors
$137.04avg. 13F price*
At the end of Q1 2026, 543 institutions reported holding Cullen/Frost Bankers Inc. (CFR) in their 13F filings, up 14 from Q4 2025. 71 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($970.5M), Aristotle Capital Management, LLC ($653.2M) and Vanguard Portfolio Management LLC ($442.1M). 6 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cullen/Frost Bankers Inc.
- CUSIP
- 229899109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $505.7M |
| Exits | 56 | $77.4M |
All 13F filers, Q4 2025 → Q1 2026: 6,069,509 shares bought and 5,078,554 shares sold, net +990,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| BlackRock, Inc. | 0.02% | Add +0.5% | 7,079,815 | $970.5M |
| Aristotle Capital Management, LLC | 1.37% | Reduce -4.9% | 4,765,009 | $653.2M |
| Vanguard Portfolio Management LLC | 0.02% | — | 3,224,819 | $442.1M |
| State Street Corp. | 0.01% | Reduce -7.5% | 3,099,936 | $424.9M |
| Vanguard Capital Management LLC | 0.01% | — | 2,710,045 | $371.5M |
| First Eagle Investment Management, LLC | 0.53% | New | 2,265,874 | $310.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +18.3% | 1,530,772 | $209.8M |
| Geode Capital Management, LLC | 0.01% | Add +8.7% | 1,330,504 | $182.4M |
| King Luther Capital Management Corp. | 0.79% | Reduce -0.5% | 1,325,964 | $181.8M |
| Bank of America Corp. | 0.01% | Add +11.8% | 1,210,722 | $166.0M |
| Boston Trust Walden Corp | 1.09% | Reduce -7.3% | 967,849 | $132.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.3% | 945,979 | $129.7M |
| Champlain Investment Partners, LLC | 1.49% | Reduce -26.8% | 855,190 | $117.2M |
| Morgan Stanley | 0.01% | Add +32.7% | 852,041 | $116.8M |
| First Trust Advisors LP | 0.08% | Add +6.2% | 789,930 | $108.3M |
| Westwood Holdings Group Inc. | 0.75% | Reduce -4.5% | 743,728 | $102.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.6% | 701,671 | $96.2M |
| Principal Financial Group Inc. | 0.05% | Reduce -3.8% | 662,327 | $90.8M |
| Two Sigma Investments, LP | 0.08% | Add +104.4% | 659,939 | $90.5M |
| Janus Henderson Group PLC | 0.04% | Reduce -32.9% | 647,235 | $88.7M |
| William Blair Investment Management, LLC | 0.28% | New | 611,831 | $83.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.2% | 614,071 | $83.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.1% | 552,937 | $75.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.7% | 543,468 | $74.5M |
| Sei Investments Co. | 0.07% | Add +2.7% | 518,106 | $71.0M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -17.0% | 516,797 | $70.8M |
| Wellington Management Group LLP | 0.01% | Add +272.2% | 500,090 | $68.6M |
| Impax Asset Management Group plc | 0.47% | Reduce -46.2% | 493,040 | $67.6M |
| Neuberger Berman Group LLC | 0.04% | Reduce -46.1% | 428,647 | $58.8M |
| Artemis Investment Management LLP | 0.61% | New | 417,245 | $57.2M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 412,617 | $56.6M |
| Alberta Investment Management Corp | 0.38% | No change | 400,000 | $54.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 387,784 | $53.2M |
| GW&K Investment Management, LLC | 0.45% | Reduce -1.9% | 376,177 | $51.6M |
| Madison Asset Management, LLC | 0.57% | Reduce -6.0% | 335,573 | $46.0M |
| Deprince Race & Zollo Inc. | 0.85% | Add +2.0% | 328,489 | $45.0M |
| Fiera Capital Corp | 0.15% | Add +4.7% | 320,712 | $44.0M |
| Natixis Advisors, LLC | 0.06% | Reduce -14.8% | 318,160 | $43.6M |
| Vaughan Nelson Investment Management, L.P. | 0.43% | Reduce -58.1% | 309,967 | $42.5M |
| FMR LLC | 0.00% | Reduce -2.3% | 306,301 | $42.0M |
| Jacobs Levy Equity Management, Inc. | 0.16% | Reduce -5.0% | 275,059 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.5% | 269,891 | $37.0M |
| UBS Group AG | 0.01% | Add +1.0% | 254,185 | $34.8M |
| Jones Financial Companies LLLP | 0.02% | Add +1577.7% | 254,775 | $34.1M |
| TCTC Holdings, LLC | 0.86% | Add +0.9% | 219,887 | $30.1M |
| Palisade Capital Management, LP | 1.08% | Reduce -7.1% | 219,375 | $30.1M |
| D. E. Shaw & Co. | 0.02% | Add +40.3% | 208,509 | $28.6M |
| Polaris Capital Management, LLC | 2.29% | Reduce -4.9% | 204,000 | $28.0M |
| AQR Capital Management | 0.01% | Add +78.9% | 202,650 | $27.7M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 198,050 | $27.1M |
| Segall Bryant & Hamill, LLC | 0.37% | New | 188,407 | $25.8M |
| ProShare Advisors LLC | 0.04% | Reduce -32.6% | 180,619 | $24.8M |
| New York State Common Retirement Fund | 0.03% | No change | 166,431 | $22.8M |
| Retirement Systems of Alabama | 0.07% | Add +0.5% | 162,283 | $22.2M |
| Rhumbline Advisers | 0.02% | Add +1.0% | 160,430 | $22.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.1% | 159,232 | $21.7M |
| Lido Advisors, LLC | 0.08% | Add +0.1% | 149,982 | $20.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.5% | 147,908 | $20.3M |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 145,566 | $20.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.6% | 142,443 | $19.5M |
| Invesco Ltd. | 0.00% | Reduce -5.7% | 131,392 | $18.0M |
| Bessemer Group Inc. | 0.03% | Reduce -32.4% | 126,245 | $17.3M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -33.3% | 121,037 | $16.9M |
| Swiss National Bank | 0.01% | Reduce -0.3% | 120,100 | $16.5M |
| California Public Employees Retirement System | 0.01% | Add +9.6% | 115,157 | $15.8M |
| Ceredex Value Advisors LLC | 0.44% | Reduce -20.8% | 101,350 | $13.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.0% | 99,898 | $13.7M |
| Barclays PLC | 0.00% | Reduce -31.0% | 95,728 | $13.1M |
| M&T Bank Corp | 0.04% | Reduce -2.3% | 94,180 | $12.9M |
| Bridgewater Associates | 0.06% | Reduce -39.5% | 92,885 | $12.7M |
| Renaissance Technologies | 0.02% | Reduce -29.4% | 91,900 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.5% | 88,757 | $12.2M |
| Citadel Advisors | 0.01% | Reduce -43.1% | 83,510 | $11.4M |
| Legal & General Group Plc | 0.00% | Reduce -11.0% | 81,867 | $11.2M |
| Nuveen, LLC | 0.00% | Add +4.4% | 80,910 | $11.1M |
| Whittier Trust Co. | 0.12% | Add +10.6% | 73,835 | $10.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.9% | 73,478 | $10.1M |
| California State Teachers Retirement System | 0.01% | Add +25.3% | 72,412 | $9.9M |
| Cerity Partners LLC | 0.01% | Add +13.5% | 72,096 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.2% | 77,825 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +49.4% | 71,132 | $9.8M |
| Martin Capital Partners, LLC | 3.56% | Reduce -0.3% | 69,950 | $9.6M |
| Hilton Capital Management, LLC | 0.67% | Add +8.7% | 64,838 | $8.9M |
| LPL Financial LLC | 0.00% | Add +2.8% | 64,502 | $8.8M |
| SG Americas Securities, LLC | 0.01% | Add +39.3% | 61,900 | $8.5M |
| Stifel Financial Corp. | 0.01% | Reduce -3.1% | 61,034 | $8.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.9% | 57,233 | $7.8M |
| Lawson Kroeker Investment Management Inc. | 2.15% | Reduce -0.1% | 53,647 | $7.4M |
| Vest Financial, LLC | 0.09% | Add +16.1% | 53,378 | $7.3M |
| Greenfield Seitz Capital Management, LLC | 2.20% | Reduce -0.7% | 53,311 | $7.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 53,074 | $7.3M |
| Argent Trust Co | 0.24% | Reduce -2.3% | 51,693 | $7.1M |
| Rowlandmiller & Partners.adv | 1.43% | Reduce -3.8% | 51,588 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +21.5% | 49,938 | $6.8M |
| Oak Harvest Investment Services | 0.69% | Add +5.3% | 48,509 | $6.6M |
| STRS Ohio | 0.02% | Reduce 0.0% | 45,722 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +23.0% | 42,845 | $5.9M |
| Mairs & Power Inc. | 0.06% | Reduce -0.1% | 42,696 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -23.2% | 41,922 | $5.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -2.5% | 40,498 | $5.6M |
| First National Bank of Omaha | 0.17% | Reduce -54.6% | 40,154 | $5.5M |
| Formuepleje A/S | 0.49% | Reduce -75.2% | 39,350 | $5.4M |
| EFG International AG | 0.12% | Add +44.1% | 38,921 | $5.3M |
| First Merchants Corp. | 0.20% | Reduce -3.8% | 38,766 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.2% | 38,311 | $5.3M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +3.4% | 37,525 | $5.3M |
| JB Capital LLC | 0.21% | Add +37.4% | 37,050 | $5.1M |
| Fifth Third Bancorp | 0.01% | Add +147.8% | 36,710 | $5.0M |
| Acadian Asset Management LLC | 0.01% | Add +94.9% | 35,813 | $4.9M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -45.8% | 35,162 | $4.8M |
| Deutsche Bank AG | 0.00% | Add +522.2% | 35,082 | $4.8M |
| Man Group plc | 0.01% | Add +8.7% | 33,896 | $4.6M |
| Edgestream Partners, L.P. | 0.15% | Reduce -6.0% | 33,145 | $4.5M |
| Glass Wealth Management Co LLC | 1.75% | Add +0.1% | 32,956 | $4.5M |
| CIBC Bancorp USA Inc. | 0.01% | — | 32,749 | $4.5M |
| Sprucegrove Investment Management Ltd. | 0.72% | Reduce -20.3% | 32,708 | $4.5M |
| Nisa Investment Advisors, LLC | 0.02% | Add +4.2% | 32,367 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 31,712 | $4.3M |
| Millennium Management | 0.00% | Reduce -88.1% | 31,691 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -0.5% | 31,029 | $4.3M |
| Sciencast Management LP | 0.54% | Add +23.7% | 30,776 | $4.2M |
| Cullen/Frost Bankers, Inc. | 0.05% | Reduce -28.8% | 30,606 | $4.2M |
| Numerai GP LLC | 0.41% | Reduce -22.9% | 29,872 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.7% | 28,966 | $4.0M |
| Carlson Capital, L.P. | 1.56% | Add +120.0% | 28,818 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.6% | 28,510 | $3.9M |
| Ameritas Investment Partners, Inc. | 0.12% | Add +0.7% | 28,420 | $3.9M |
| Amalgamated Bank | 0.03% | Add +0.3% | 28,417 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +57.2% | 27,154 | $3.7M |
| TRB Wealth Management, LLC | 0.53% | — | 26,990 | $3.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 26,990 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.1% | 25,805 | $3.5M |
| WealthPlan Investment Management, LLC | 0.19% | Reduce -36.6% | 25,464 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 25,451 | $3.5M |
| Homestead Advisers Corp | 0.09% | No change | 25,400 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 25,253 | $3.5M |
| Tidal Investments LLC | 0.01% | Add +6.0% | 25,178 | $3.5M |
| Crescent Grove Advisors, LLC | 0.34% | New | 24,964 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +82.9% | 24,908 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -9.0% | 24,220 | $3.3M |
| Callahan Advisors, LLC | 0.28% | Reduce -8.3% | 24,154 | $3.3M |
| Gabelli Funds LLC | 0.02% | No change | 23,200 | $3.2M |
| Riverwater Partners LLC | 1.05% | Add +51.0% | 23,011 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | Add +0.9% | 22,816 | $3.1M |
| Lathrop Investment Management Co. | 0.58% | Reduce -17.6% | 22,726 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.18% | Reduce -79.4% | 22,676 | $3.1M |
| Mariner, LLC | 0.00% | Add +269.8% | 21,730 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -25.5% | 21,418 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 21,088 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -3.5% | 20,686 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.3% | 20,578 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.8% | 20,036 | $2.7M |
| VARCOV Co. | 1.01% | New | 19,780 | $2.7M |
| Creative Planning | 0.00% | Add +27.7% | 19,622 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 19,374 | $2.7M |
| Cardinal Capital Management | 0.34% | Add +4.8% | 19,004 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.0% | 18,575 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Add +3.4% | 18,300 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.0% | 17,913 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 17,901 | $2.5M |
| Covea Finance | 0.08% | New | 17,400 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.6% | 16,754 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.5% | 16,694 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -67.4% | 16,488 | $2.3M |
| WealthPLAN Partners, LLC | 0.43% | Reduce -26.5% | 16,342 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.9% | 16,002 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.0% | 15,836 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 15,719 | $2.2M |
| Trexquant Investment LP | 0.02% | Reduce -85.3% | 15,553 | $2.1M |
| State of Michigan Retirement System | 0.01% | Add +0.7% | 15,164 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.4% | 14,964 | $2.1M |
| Canada Pension Plan Investment Board | 0.00% | Add +155.9% | 15,100 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.3% | 14,909 | $2.0M |
| &partners | 0.01% | Reduce -1.3% | 14,850 | $2.0M |
| First American Bank | 0.13% | No change | 14,809 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.7% | 14,693 | $2.0M |
| Sanders Morris Harris LLC | 0.32% | New | 14,652 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.0% | 14,159 | $1.9M |
| Neville Rodie & Shaw Inc. | 0.14% | No change | 13,974 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 13,822 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.3% | 13,400 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 13,287 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 13,100 | $1.8M |
| DB&C Advisors, LLC | 2.33% | Reduce -1.2% | 13,092 | $1.8M |
| Diversified Trust Co. | 0.03% | Reduce -6.7% | 12,943 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.8% | 12,921 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +59.9% | 12,618 | $1.7M |
| Aspen Wealth Management LLC | 0.34% | Add +235.6% | 12,396 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +483.2% | 12,369 | $1.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +97.5% | 12,096 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +20.6% | 11,879 | $1.6M |
| Commerce Bank | 0.01% | Reduce -0.7% | 11,781 | $1.6M |
| XTX Topco Ltd | 0.03% | Reduce -30.7% | 11,627 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | New | 11,467 | $1.6M |
| First National Advisers, LLC | 0.23% | Reduce -53.3% | 11,450 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +44.4% | 11,339 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.6% | 10,845 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 10,800 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -10.2% | 10,728 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +3.4% | 10,422 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -51.8% | 10,197 | $1.4M |
| South Dakota Investment Council | 0.03% | Reduce -2.4% | 10,135 | $1.4M |
| Allstate Corp. | 0.01% | New | 10,061 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +3.9% | 9,952 | $1.4M |
| Anchor Investment Management, LLC | 0.11% | No change | 9,800 | $1.3M |
| Utah Retirement Systems | 0.01% | No change | 9,796 | $1.3M |
| Abn Amro Investment Solutions | 0.02% | Reduce -71.0% | 9,600 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.7% | 9,567 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +3.7% | 9,504 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | Add +47.5% | 9,345 | $1.3M |
| Beck Bode, LLC | 0.22% | Add +0.5% | 9,335 | $1.3M |
| Marshall Financial Group, LLC | 0.20% | Add +1.3% | 9,129 | $1.3M |
| 1900 Wealth Management LLC | 0.08% | Reduce -6.6% | 9,073 | $1.2M |
| Centennial Bank | 0.44% | Reduce -1.1% | 8,975 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Add +14.4% | 8,942 | $1.2M |
| Cwm, LLC | 0.00% | Add +68.4% | 8,828 | $1.2M |
| Eight 31 Financial, LLC | 0.73% | Reduce -5.0% | 8,788 | $1.2M |
| Stephens Inc. | 0.02% | Add +7.2% | 8,786 | $1.2M |
| M.E. Allison & Co., Inc. | 0.79% | No change | 8,734 | $1.2M |
| Carnegie Investment Counsel | 0.02% | Add +15.5% | 8,623 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -25.9% | 8,606 | $1.2M |
| Pathway Financial Advisers, LLC | 0.33% | Add +20.5% | 8,604 | $1.2M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.1% | 8,577 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -11.4% | 8,388 | $1.1M |
| GAMMA Investing LLC | 0.05% | Add +3.1% | 8,214 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +13.5% | 8,016 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -92.2% | 7,968 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | Add +32.1% | 7,957 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -6.7% | 7,687 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.3% | 7,622 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 7,589 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 7,369 | $1.0M |
| Xponance LLC | 0.01% | Add +28.3% | 7,332 | $1.0M |
| Roehl & Yi Investment Advisors, LLC | 0.37% | Reduce -0.5% | 7,206 | $988K |
| Quadrant Capital Group LLC | 0.03% | Add +2.4% | 7,185 | $985K |
| 17 Capital Partners, LLC | 0.50% | No change | 7,110 | $975K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.8% | 7,037 | $965K |
| Sigma Planning Corp | 0.03% | Reduce -2.1% | 6,967 | $955K |
| Verition Fund Management LLC | 0.01% | Reduce -94.7% | 6,946 | $952K |
| Fortis Capital Advisors, LLC | 0.12% | New | 6,914 | $948K |
| Belpointe Asset Management LLC | 0.03% | New | 6,914 | $948K |
| NorthRock Partners, LLC | 0.01% | New | 6,652 | $912K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 6,415 | $879K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.8% | 6,239 | $855K |
| Burney Co./ | 0.03% | Add +2.0% | 6,219 | $853K |
| MMBG Investment Advisors Co. | 0.08% | No change | 6,070 | $841K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 6,058 | $830K |
| Guggenheim Capital LLC | 0.01% | New | 6,031 | $827K |
| Atom Investors LP | 0.06% | Reduce -27.8% | 6,027 | $826K |
| Fulton Bank, N.A. | 0.03% | Reduce -1.4% | 5,931 | $813K |
| Benjamin Edwards Inc. | 0.01% | Add +10.8% | 5,923 | $812K |
| State of Wisconsin Investment Board | 0.00% | Add +72.2% | 5,875 | $805K |
| Polar Asset Management Partners Inc. | 0.03% | New | 5,757 | $789K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.1% | 5,754 | $789K |
| Allianz Asset Management GmbH | 0.00% | Reduce -19.5% | 5,739 | $787K |
| Financial Planning Hawaii, Inc. | 0.46% | No change | 5,704 | $782K |
| Swiss Life Asset Management Ltd | 0.00% | Add +93.0% | 5,499 | $754K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.8% | 5,212 | $714K |
| Teacher Retirement System of Texas | 0.00% | Reduce -37.1% | 5,200 | $713K |
| Titleist Asset Management, LLC | 0.05% | Reduce -0.2% | 5,183 | $710K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.3% | 5,024 | $689K |
| Moody National Bank Trust Division | 0.07% | Reduce -4.9% | 5,014 | $687K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 5,008 | $687K |
| Virtus Advisers, LLC | 0.32% | New | 5,000 | $685K |
| Fayez Sarofim & Co | 0.00% | Add +1.9% | 4,933 | $676K |
| Pallas Capital Advisors LLC | 0.03% | Add +21.9% | 4,878 | $669K |
| Hilltop Holdings Inc. | 0.06% | Reduce -1.3% | 4,860 | $666K |
| Cannell & Spears LLC | 0.01% | No change | 4,845 | $664K |
| Tributary Capital Management, LLC | 0.06% | Reduce -34.9% | 4,801 | $658K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -47.2% | 4,737 | $649K |
| Securian Asset Management, Inc. | 0.03% | No change | 4,674 | $641K |
| HB Wealth Management, LLC | 0.00% | Add +87.4% | 4,485 | $615K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -15.0% | 4,447 | $610K |
| Groesbeck Investment Management Corp. | 1.17% | No change | 4,370 | $599K |
| Evergreen Capital Management LLC | 0.01% | Add +13.4% | 4,282 | $587K |
| Choreo, LLC | 0.01% | Reduce -16.8% | 4,193 | $575K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.5% | 4,018 | $551K |
| US Bancorp \de | 0.00% | Add +0.1% | 4,000 | $548K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 3,983 | $546K |
| Boyar Asset Management Inc. | 0.30% | New | 3,892 | $534K |
| MML Investors Services, LLC | 0.00% | Reduce -17.9% | 3,870 | $530K |
| Tanglewood Legacy Advisors, LLC | 0.19% | No change | 3,802 | $521K |
| Picton Mahoney Asset Management | 0.01% | Add +33.2% | 3,770 | $517K |
| Meridian Wealth Management, LLC | 0.02% | Add +10.1% | 3,753 | $514K |
| Diesslin Group, Inc. | 0.23% | Reduce -13.5% | 3,699 | $507K |
| Prudential Financial Inc. | 0.00% | Reduce -10.1% | 3,629 | $497K |
| Community Bank & Trust, Waco, Texas | 0.10% | No change | 3,600 | $493K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.4% | 3,582 | $491K |
| Greenwood Capital Associates LLC | 0.05% | New | 3,578 | $490K |
| Ethic Inc. | 0.01% | Reduce -0.1% | 3,552 | $487K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.2% | 3,526 | $483K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +3.6% | 3,407 | $468K |
| Sfmg, LLC | 0.03% | New | 3,397 | $466K |
| Frec Markets, Inc. | 0.08% | New | 3,381 | $463K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -31.6% | 3,371 | $462K |
| Sovran Advisors, LLC | 0.04% | Reduce -43.4% | 3,163 | $458K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Add +1.8% | 3,340 | $458K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.4% | 3,290 | $451K |
| First Dallas Securities Inc. | 0.17% | No change | 3,278 | $449K |
| Arax Advisory Partners | 0.01% | Add +5.0% | 3,267 | $448K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 3,252 | $446K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,185 | $437K |
| Round Rock Advisors LLC | 0.07% | Add +62.1% | 3,183 | $436K |
| Jane Street Group, LLC | 0.00% | Reduce -94.3% | 3,127 | $429K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -30.4% | 2,951 | $428K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -19.7% | 3,056 | $419K |
| HRT Financial LP | 0.00% | Reduce -89.4% | 3,034 | $415K |
| Financial Gravity Asset Management, Inc. | 0.07% | No change | 3,023 | $414K |
| Curi Capital, LLC | 0.01% | Add +2.7% | 3,005 | $412K |
| Hodges Capital Management Inc. | 0.03% | No change | 2,995 | $411K |
| Amundi | 0.00% | Reduce -90.3% | 2,956 | $405K |
| Probity Advisors, Inc. | 0.06% | Reduce -3.7% | 2,935 | $402K |
| Granite Investment Partners, LLC | 0.02% | Add +12.8% | 2,909 | $399K |
| Brooklyn Investment Group | 0.01% | New | 2,901 | $398K |
| LCNB Corp. | 0.13% | No change | 2,800 | $384K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,748 | $377K |
| Qsemble Capital Management, LP | 0.03% | Add +22.8% | 2,689 | $369K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +15.9% | 2,648 | $363K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.9% | 2,644 | $362K |
| DNB Asset Management AS | 0.00% | New | 2,610 | $358K |
| Advisor Resource Council | 0.14% | Add +5.3% | 2,606 | $357K |
| Fruth Investment Management | 0.09% | No change | 2,600 | $356K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +2.9% | 2,578 | $353K |
| Venturi Wealth Management, LLC | 0.02% | New | 2,571 | $352K |
| National Philanthropic Trust | 0.00% | Add +0.7% | 2,546 | $349K |
| Perbak Capital Partners LLP | 0.09% | New | 2,539 | $348K |
| Callan Family Office, LLC | 0.01% | Reduce -5.1% | 2,531 | $347K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 2,528 | $347K |
| Mach-1 Financial Group, LLC | 0.12% | Reduce -33.4% | 2,497 | $342K |
| Trust Point Inc. | 0.03% | Reduce -23.7% | 2,443 | $335K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +82.6% | 2,432 | $333K |
| Greenleaf Trust | 0.00% | Add +0.9% | 2,355 | $323K |
| Shelton Capital Management | 0.01% | No change | 2,310 | $317K |
| MQS Management LLC | 0.21% | New | 2,286 | $313K |
| Ritholtz Wealth Management | 0.01% | Add +10.8% | 2,279 | $312K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Add +33.1% | 2,259 | $310K |
| HUB Investment Partners, LLC | 0.01% | Add +5.1% | 2,257 | $309K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,246 | $308K |
| Rydar Equities, Inc. | 0.23% | Add +45.6% | 2,209 | $303K |
| Beacon Financial Group | 0.03% | Reduce -24.9% | 2,192 | $300K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 2,176 | $298K |
| D.A. Davidson & Co. | 0.00% | No change | 2,168 | $297K |
| Hantz Financial Services, Inc. | 0.00% | Add +99.8% | 2,170 | $297K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.1% | 2,155 | $295K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.3% | 2,141 | $293K |
| GTS Securities LLC | 0.01% | New | 2,136 | $293K |
| Keybank National Association | 0.00% | Add +34.0% | 2,136 | $293K |
| Profund Advisors LLC | 0.01% | Reduce -8.8% | 2,089 | $286K |
| Third View Private Wealth, LLC | 0.04% | Reduce -5.0% | 2,073 | $284K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +5.6% | 2,073 | $284K |
| CIBC Asset Management Inc | 0.00% | No change | 2,064 | $283K |
| Abel Hall, LLC | 0.06% | New | 2,058 | $282K |
| GC Wealth Management RIA, LLC | 0.01% | Add +1.2% | 2,052 | $281K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,048 | $281K |
| Warwick Investment Management, Inc. | 0.04% | No change | 2,019 | $277K |
| Enzi Wealth | 0.10% | No change | 2,000 | $274K |
| Princeton Capital Management LLC | 0.07% | No change | 2,000 | $274K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.3% | 1,995 | $273K |
| Personal Cfo Solutions, LLC | 0.04% | Add +1.9% | 1,983 | $272K |
| Merit Financial Group, LLC | 0.00% | New | 1,974 | $271K |
| Elk River Wealth Management LLC | 0.04% | No change | 1,963 | $269K |
| KBC Group NV | 0.00% | No change | 1,955 | $268K |
| Strategic Financial Concepts, LLC | 0.07% | New | 1,928 | $264K |
| Americana Partners, LLC | 0.01% | New | 1,921 | $263K |
| nVerses Capital, LLC | 0.24% | New | 1,908 | $262K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -38.7% | 1,850 | $254K |
| Everpar Advisors LLC | 0.09% | Reduce -3.8% | 1,840 | $252K |
| Coastline Trust Co | 0.02% | No change | 1,815 | $249K |
| Rexford Capital Inc. | 0.18% | Add +2.1% | 1,808 | $248K |
| New England Research & Management, Inc. | 0.10% | No change | 1,800 | $247K |
| Cedar Wealth Management, LLC | 0.07% | No change | 1,800 | $247K |
| Prospera Financial Services Inc | 0.00% | Add +0.3% | 1,795 | $246K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 1,750 | $240K |
| Bokf, NA | 0.00% | Reduce -22.3% | 1,741 | $239K |
| North Dakota State Investment Board | 0.01% | Reduce -17.0% | 1,738 | $238K |
| Argyle Capital Partners, LLC | 0.17% | No change | 1,730 | $237K |
| Evolve Private Wealth, LLC | 0.01% | Add +6.0% | 1,726 | $237K |
| Centiva Capital, LP | 0.01% | New | 1,716 | $235K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,712 | $235K |
| Regions Financial Corp. | 0.00% | Reduce -2.1% | 1,702 | $233K |
| Praxis Investment Management Inc. | 0.01% | New | 1,673 | $229K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +0.4% | 1,629 | $223K |
| Marshall Wace, LLP | 0.00% | Reduce -52.0% | 1,627 | $223K |
| Rhodes Investment Advisors Inc. | 0.19% | New | 1,571 | $215K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -76.4% | 1,565 | $215K |
| NewEdge Wealth, LLC | 0.00% | Reduce -3.4% | 1,557 | $213K |
| Phillips Wealth Planners LLC | 0.16% | Reduce -1.1% | 1,565 | $212K |
| Chicago Partners Investment Group LLC | 0.00% | New | 1,479 | $212K |
| MAI Capital Management | 0.00% | Add +148.3% | 1,527 | $209K |
| Prosperitas Financial LLC | 0.08% | New | 1,519 | $208K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,512 | $207K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,503 | $206K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 1,482 | $203K |
| Motco | 0.02% | No change | 1,397 | $192K |
| CENTRAL TRUST Co | 0.00% | Add +1.4% | 1,343 | $184K |
| Bayforest Capital Ltd | 0.20% | Add +224.1% | 1,319 | $181K |
| 1620 Investment Advisors, Inc. | 0.12% | Reduce -0.2% | 1,295 | $178K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,050 | $144K |
| Globeflex Capital L P | 0.02% | New | 1,032 | $141K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.6% | 1,017 | $140K |
| Hamilton Capital Partners Inc. | 0.00% | No change | 1,001 | $137K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +28.7% | 987 | $135K |
| Corsicana & Co. | 0.08% | No change | 1,000 | $125K |
| TD Waterhouse Canada Inc. | 0.00% | Add +96.3% | 893 | $124K |
| LRI Investments, LLC | 0.01% | Reduce -9.9% | 899 | $123K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 882 | $121K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.2% | 869 | $119K |
| Allworth Financial LP | 0.00% | Add +93.1% | 815 | $112K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.6% | 766 | $104K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.9% | 704 | $97K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.3% | 689 | $96K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.7% | 653 | $90K |
| Signaturefd, LLC | 0.00% | Add +2.4% | 600 | $82K |
| Spire Wealth Management | 0.00% | No change | 543 | $74K |
| Los Angeles Capital Management LLC | 0.00% | No change | 533 | $73K |
| Robinson Value Management, Ltd. | 0.04% | No change | 500 | $69K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -14.1% | 500 | $69K |
| Huntington National Bank | 0.00% | Add +15.6% | 482 | $66K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 460 | $63K |
| Blue Trust, Inc. | 0.00% | Add +72.4% | 443 | $61K |
| Westpac Banking Corp. | 0.00% | New | 440 | $60K |
| Root Financial Partners, LLC | 0.00% | Add +90.0% | 435 | $60K |
| Van Eck Associates Corp. | 0.00% | New | 422 | $58K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.5% | 422 | $58K |
| Reyes Financial Architecture, Inc. | 0.05% | Reduce -20.9% | 416 | $57K |
| Lummis Asset Management, LP | 0.03% | No change | 397 | $54K |
| GHP Investment Advisors, Inc. | 0.00% | New | 390 | $53K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +7.8% | 387 | $53K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 375 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 360 | $49K |
| Arvest Investments, Inc. | 0.01% | Add +0.6% | 349 | $48K |
| CX Institutional | 0.00% | Add +2264.3% | 331 | $45K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.6% | 322 | $44K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 299 | $41K |
| Community Bank, N.A. | 0.00% | No change | 276 | $38K |
| Wellington-Altus USA Inc. | 0.02% | Add +139.6% | 242 | $37K |
| First PREMIER Bank | 0.01% | No change | 250 | $34K |
| Rothschild Investment LLC | 0.00% | Add +534.2% | 241 | $33K |
| Ancora Advisors LLC | 0.00% | Reduce -11.5% | 238 | $33K |
| Advisory Services Network, LLC | 0.00% | New | 217 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 211 | $29K |
| GoalVest Advisory LLC | 0.01% | No change | 194 | $27K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 185 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 166 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 165 | $23K |
| Darwin Wealth Management, LLC | 0.01% | No change | 159 | $22K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 151 | $21K |
| Private Trust Co. NA | 0.00% | No change | 150 | $21K |
| Essential Partners LLC | 0.01% | No change | 145 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.7% | 120 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 120 | $16K |
| Covestor Ltd | 0.01% | Reduce -54.0% | 114 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $15K |
| Group One Trading LLC | 0.00% | New | 100 | $14K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -75.5% | 97 | $13K |
| Chilton Capital Management LLC | 0.00% | No change | 89 | $12K |
| CVA Family Office, LLC | 0.00% | New | 87 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -89.6% | 82 | $11K |
| Albion Financial Group | 0.00% | Add +23.4% | 79 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | New | 77 | $11K |
| LGT Financial Advisors LLC | 0.05% | Add +1.3% | 76 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 73 | $10K |
| WPG Advisers, LLC | 0.01% | No change | 64 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 63 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 61 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 60 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 57 | $8K |
| Clearstead Trust, LLC | 0.00% | Add +71.9% | 55 | $8K |
| Sachetta, LLC | 0.00% | Add +50.0% | 54 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 52 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -20.3% | 51 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +112.5% | 51 | $7K |
| Montag A & Associates Inc. | 0.00% | Add +35.1% | 50 | $7K |
| Curat Global, LLC | 0.01% | No change | 50 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -23.4% | 49 | $7K |
| Joseph Group Capital Management | 0.00% | New | 48 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +14.6% | 47 | $6K |
| Colonial Trust Co / SC | 0.00% | Add +246.2% | 45 | $6K |
| Park Place Capital Corp | 0.00% | No change | 45 | $6K |
| Larson Financial Group LLC | 0.00% | Add +79.2% | 43 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $5K |
| CNB Bank | 0.00% | No change | 34 | $5K |
| Bangor Savings Bank | 0.00% | No change | 34 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +725.0% | 33 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 32 | $4K |
| Signature Equity Partners, LLC | 0.00% | Add +6.9% | 31 | $4K |
| Activest Wealth Management | 0.00% | Add +6.9% | 31 | $4K |
| Quent Capital, LLC | 0.00% | Add +2900.0% | 30 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +108.3% | 25 | $3K |
| Caldwell Trust Co | 0.00% | No change | 25 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 22 | $3K |
| TD Capital Management LLC | 0.00% | New | 22 | $3K |
| Bravera Wealth | 0.00% | No change | 21 | $3K |
| Mather Group, Llc. | 0.00% | New | 20 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +33.3% | 20 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.6% | 19 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 19 | $3K |
| JDM Financial Group LLC | 0.00% | New | 19 | $3K |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $2K |
| Granite FO LLC | 0.00% | No change | 17 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 16 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.4% | 15 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 15 | $2K |
| SouthState Bank Corp | 0.00% | No change | 14 | $2K |
| Nemes Rush Group LLC | 0.00% | Reduce -6.7% | 14 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +1200.0% | 13 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +85.7% | 13 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 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% | No change | 12 | $2K |
| Union Savings Bank | 0.00% | No change | 12 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.03% | No change | 11 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +57.1% | 11 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 9 | $1K |
| Advocate Investing Services LLC | 0.00% | No change | 9 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 9 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 8 | $1K |
| NBT Bank, N.A. | 0.00% | New | 8 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 8 | $1K |
| St Germain D J Co. Inc. | 0.00% | New | 8 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 8 | $1K |
| Torren Management, LLC | 0.00% | Reduce -40.0% | 6 | $822 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $822 |
| Oakworth Capital, Inc. | 0.00% | No change | 6 | $822 |
| SHP Wealth Management | 0.00% | Add +100.0% | 6 | $797 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 5 | $685 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $685 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $685 |
| MV Capital Management, Inc. | 0.00% | New | 4 | $549 |
| Bare Financial Services, Inc | 0.00% | New | 3 | $411 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $411 |
| Toth Financial Advisory Corp. | 0.00% | No change | 2 | $275 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $274 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 2 | $274 |
| Curio Wealth, LLC | 0.00% | New | 2 | $274 |
| Harbour Investments, Inc. | 0.00% | No change | 2 | $274 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $274 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 2 | $246 |
| Rossby Financial, LCC | 0.00% | No change | 1 | $139 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $137 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $137 |
"% of holder's portfolio" is CFR's weight in each manager's 13F, not the share of Cullen/Frost Bankers Inc. the manager owns.