Cullen/Frost BankersCFR
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 572 institutions reported holding Cullen/Frost Bankers Inc. (CFR) in their 13F filings, up 29 from Q1 2026. 75 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($1.1B), Aristotle Capital Management, LLC ($690.0M) and State Street Corp. ($497.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cullen/Frost Bankers Inc.
- CUSIP
- 229899109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $458.7M |
| Exits | 48 | $43.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,574,473 shares bought and 4,208,903 shares sold, net +1,365,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| BlackRock, Inc. | 0.02% | Add +3.6% | 7,335,319 | $1.1B |
| Aristotle Capital Management, LLC | 1.45% | Reduce -6.3% | 4,465,464 | $690.0M |
| State Street Corp. | 0.01% | Add +3.8% | 3,218,249 | $497.3M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -0.7% | 3,201,314 | $494.7M |
| First Eagle Investment Management, LLC | 0.71% | Add +22.6% | 2,777,658 | $429.2M |
| Vanguard Capital Management LLC | 0.01% | Add +0.2% | 2,715,665 | $419.6M |
| Baillie Gifford & Co. | 0.31% | New | 2,233,298 | $345.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +8.0% | 1,652,820 | $255.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,337,700 | $206.7M |
| King Luther Capital Management Corp. | 0.80% | Reduce -6.0% | 1,246,075 | $192.5M |
| Two Sigma Investments, LP | 0.14% | Add +73.4% | 1,144,332 | $176.8M |
| Bank of America Corp. | 0.01% | Reduce -20.5% | 962,310 | $148.7M |
| Northern Trust Corp. | 0.02% | Add +0.2% | 947,465 | $146.4M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 842,630 | $130.2M |
| Norges Bank | 0.01% | — | 747,202 | $115.5M |
| Boston Trust Walden Corp | 0.86% | Reduce -24.3% | 732,331 | $113.2M |
| Principal Financial Group Inc. | 0.05% | Reduce -1.2% | 654,435 | $101.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.1% | 651,588 | $100.7M |
| First Trust Advisors LP | 0.06% | Reduce -20.1% | 631,586 | $97.6M |
| Jupiter Topco LLC | 0.04% | — | 610,241 | $94.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.9% | 596,258 | $92.7M |
| Westwood Holdings Group Inc. | 0.69% | Reduce -20.6% | 590,515 | $91.2M |
| William Blair Investment Management, LLC | 0.27% | Reduce -5.4% | 578,725 | $89.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 550,371 | $85.0M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +0.3% | 518,552 | $80.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.9% | 516,735 | $79.8M |
| Sei Investments Co. | 0.07% | Reduce -6.6% | 484,065 | $74.8M |
| Vaughan Nelson Investment Management, L.P. | 0.63% | Add +48.5% | 460,437 | $71.1M |
| Artemis Investment Management LLP | 0.60% | Add +4.6% | 436,543 | $67.5M |
| Natixis Advisors, LLC | 0.08% | Add +36.6% | 434,556 | $67.1M |
| Madison Asset Management, LLC | 0.74% | Add +20.1% | 403,055 | $62.3M |
| Alberta Investment Management Corp | 0.40% | No change | 400,000 | $61.8M |
| Royal Bank of Canada | 0.01% | Reduce -4.2% | 395,367 | $61.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.6% | 394,198 | $60.9M |
| Champlain Investment Partners, LLC | 1.51% | Reduce -55.6% | 379,610 | $58.7M |
| GW&K Investment Management, LLC | 0.43% | Reduce -5.5% | 355,565 | $54.9M |
| Jones Financial Companies LLLP | 0.02% | Add +37.3% | 349,854 | $54.3M |
| Wellington Management Group LLP | 0.01% | Reduce -33.0% | 335,048 | $51.8M |
| FMR LLC | 0.00% | Reduce -1.5% | 301,763 | $46.6M |
| Jacobs Levy Equity Management, Inc. | 0.15% | Reduce -2.0% | 269,564 | $41.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 264,585 | $40.9M |
| AQR Capital Management | 0.01% | Add +18.9% | 240,867 | $37.2M |
| Deprince Race & Zollo Inc. | 0.61% | Reduce -28.2% | 235,795 | $36.4M |
| Segall Bryant & Hamill, LLC | 0.42% | Add +20.2% | 226,533 | $35.0M |
| TCTC Holdings, LLC | 0.89% | Reduce -0.5% | 218,787 | $33.8M |
| D. E. Shaw & Co. | 0.02% | Add +3.6% | 216,054 | $33.4M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 198,050 | $30.6M |
| ProShare Advisors LLC | 0.04% | Add +3.2% | 186,366 | $28.8M |
| Invesco Ltd. | 0.00% | Add +39.6% | 183,437 | $28.3M |
| Fiera Capital Corp | 0.10% | Reduce -42.8% | 183,325 | $28.3M |
| UBS Group AG | 0.00% | Reduce -29.4% | 179,392 | $27.7M |
| New York State Common Retirement Fund | 0.03% | Add +0.1% | 166,552 | $25.7M |
| Wells Fargo & Company | 0.00% | Add +13.7% | 165,493 | $25.6M |
| Rhumbline Advisers | 0.02% | Reduce -0.7% | 159,332 | $24.6M |
| Raymond James Financial Inc. | 0.01% | Add +6.5% | 157,487 | $24.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 153,379 | $23.7M |
| Retirement Systems of Alabama | 0.07% | Reduce -7.7% | 149,750 | $23.1M |
| Scopus Asset Management, L.P. | 0.54% | New | 99,500 | $23.0M |
| Lido Advisors, LLC | 0.08% | Reduce -5.4% | 141,936 | $21.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 140,812 | $21.8M |
| Polaris Capital Management, LLC | 1.94% | Reduce -34.7% | 133,300 | $20.6M |
| Bessemer Group Inc. | 0.03% | Reduce -1.8% | 124,032 | $19.2M |
| Swiss National Bank | 0.01% | Reduce -0.1% | 120,000 | $18.5M |
| Bartlett & Co. Wealth Management LLC | 0.23% | Reduce -3.7% | 116,594 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +16.6% | 116,458 | $18.0M |
| California Public Employees Retirement System | 0.01% | Reduce -0.9% | 114,130 | $17.6M |
| Barclays PLC | 0.01% | Add +10.9% | 106,127 | $16.4M |
| Arbejdsmarkedets Tillaegspension | 0.35% | New | 104,400 | $16.1M |
| Palisade Capital Management, LP | 0.78% | Reduce -52.5% | 104,125 | $16.1M |
| Impax Asset Management Group plc | 0.10% | Reduce -80.7% | 95,000 | $14.7M |
| M&T Bank Corp | 0.04% | Reduce -3.3% | 91,079 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 87,174 | $13.5M |
| Nuveen, LLC | 0.00% | Add +5.4% | 85,294 | $13.2M |
| Susquehanna Fundamental Investments, LLC | 0.25% | Add +1296.9% | 84,623 | $13.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 83,868 | $13.0M |
| Ceredex Value Advisors LLC | 0.36% | Reduce -18.9% | 82,150 | $12.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 81,034 | $12.5M |
| New York State Teachers Retirement System | 0.02% | Add +2.8% | 75,532 | $11.7M |
| Whittier Trust Co. | 0.11% | Reduce -0.3% | 73,589 | $11.5M |
| Hilton Capital Management, LLC | 0.75% | Add +9.5% | 70,983 | $11.0M |
| BNP Paribas Financial Markets | 0.01% | Add +554.0% | 70,932 | $11.0M |
| Martin Capital Partners, LLC | 3.97% | Reduce -0.1% | 69,851 | $10.8M |
| California State Teachers Retirement System | 0.01% | Reduce -4.4% | 69,255 | $10.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 76,775 | $10.5M |
| Quantinno Capital Management LP | 0.01% | Add +56.6% | 67,110 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +8.9% | 66,441 | $10.3M |
| Franklin Resources Inc. | 0.00% | Reduce -6.6% | 66,424 | $10.3M |
| LPL Financial LLC | 0.00% | Add +0.5% | 64,816 | $10.0M |
| Cerity Partners LLC | 0.01% | Reduce -12.1% | 63,386 | $9.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.4% | 60,916 | $9.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -6.4% | 57,943 | $9.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +4.3% | 55,371 | $8.6M |
| American Century Companies Inc. | 0.00% | Add +10.7% | 55,297 | $8.5M |
| STRS Ohio | 0.03% | Add +17.6% | 53,790 | $8.3M |
| Greenfield Seitz Capital Management, LLC | 2.46% | Add +0.3% | 53,491 | $8.3M |
| Lawson Kroeker Investment Management Inc. | 2.29% | Reduce -0.7% | 53,268 | $8.2M |
| Rowlandmiller & Partners.adv | 1.45% | Reduce -0.2% | 51,491 | $8.0M |
| Mutual of America Capital Management LLC | 0.08% | Add +109.8% | 50,811 | $7.9M |
| Argent Trust Co | 0.22% | Reduce -2.7% | 50,306 | $7.8M |
| Tudor Investment Corporation | 0.03% | New | 49,545 | $7.7M |
| HSBC Holdings PLC | 0.00% | New | 47,379 | $7.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +292.4% | 47,465 | $7.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -89.0% | 47,072 | $7.3M |
| Verition Fund Management LLC | 0.06% | Add +575.4% | 46,916 | $7.2M |
| HRT Financial LP | 0.01% | Add +1443.7% | 46,835 | $7.2M |
| Ilex Capital Partners (UK) LLP | 0.14% | New | 44,525 | $6.9M |
| Mairs & Power Inc. | 0.06% | No change | 42,696 | $6.6M |
| Vest Financial, LLC | 0.07% | Reduce -22.3% | 41,487 | $6.4M |
| JB Capital LLC | 0.22% | Add +8.9% | 40,347 | $6.2M |
| Citigroup Inc. | 0.00% | Reduce -5.4% | 39,648 | $6.1M |
| First Merchants Corp. | 0.21% | Add +1.1% | 39,202 | $6.1M |
| Renaissance Technologies | 0.01% | Reduce -58.0% | 38,600 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.0% | 38,312 | $5.9M |
| EFG International AG | 0.11% | Reduce -1.9% | 38,197 | $5.9M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Reduce -0.1% | 37,473 | $5.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -10.0% | 36,451 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 35,611 | $5.5M |
| ExodusPoint Capital Management, LP | 0.05% | New | 34,929 | $5.4M |
| Squarepoint Ops LLC | 0.01% | Add +327.0% | 34,023 | $5.3M |
| Glass Wealth Management Co LLC | 1.75% | Add +2.7% | 33,838 | $5.2M |
| Fifth Third Bancorp | 0.01% | Reduce -8.3% | 33,662 | $5.2M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.3% | 32,843 | $5.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.3% | 32,452 | $5.0M |
| First National Bank of Omaha | 0.14% | Reduce -19.8% | 32,221 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.7% | 31,481 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.1% | 31,093 | $4.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.8% | 30,173 | $4.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.6% | 29,612 | $4.6M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -0.4% | 28,316 | $4.4M |
| Covea Finance | 0.14% | Add +62.1% | 28,200 | $4.4M |
| SummitTX Capital, L.P. | 0.11% | New | 27,852 | $4.3M |
| Sciencast Management LP | 0.89% | Reduce -9.8% | 27,765 | $4.3M |
| Amalgamated Bank | 0.03% | Reduce -2.8% | 27,626 | $4.3M |
| Capital Fund Management S.A. | 0.03% | New | 27,440 | $4.2M |
| Cullen/Frost Bankers, Inc. | 0.04% | Reduce -10.9% | 27,262 | $4.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -26.2% | 26,426 | $4.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.6% | 26,225 | $4.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.6% | 25,753 | $4.0M |
| Homestead Advisers Corp | 0.10% | No change | 25,400 | $3.9M |
| TRB Wealth Management, LLC | 0.52% | Reduce -6.0% | 25,364 | $3.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.2% | 25,141 | $3.9M |
| Prudential PLC | 0.03% | New | 24,972 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 24,807 | $3.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -30.3% | 24,509 | $3.8M |
| Tidal Investments LLC | 0.01% | Reduce -3.9% | 24,191 | $3.7M |
| Callahan Advisors, LLC | 0.28% | Reduce -0.4% | 24,052 | $3.7M |
| Riverwater Partners LLC | 1.09% | Add +3.4% | 23,787 | $3.7M |
| Gabelli Funds LLC | 0.02% | No change | 23,200 | $3.6M |
| Crescent Grove Advisors, LLC | 0.29% | Reduce -10.0% | 22,468 | $3.5M |
| Lathrop Investment Management Co. | 0.61% | Reduce -1.8% | 22,309 | $3.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +118.7% | 22,303 | $3.4M |
| WealthPlan Investment Management, LLC | 0.17% | Reduce -15.6% | 21,502 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -9.6% | 20,616 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.5% | 20,577 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.8% | 20,413 | $3.2M |
| Creative Planning | 0.00% | Add +1.6% | 19,942 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.5% | 19,741 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 19,570 | $3.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 19,374 | $3.0M |
| Cardinal Capital Management | 0.36% | Add +1.7% | 19,329 | $3.0M |
| Millennium Management | 0.00% | Reduce -39.3% | 19,247 | $3.0M |
| Campbell & CO Investment Adviser LLC | 0.16% | Reduce -15.4% | 19,178 | $3.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.6% | 18,400 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 17,901 | $2.8M |
| Rydar Equities, Inc. | 1.56% | Add +676.3% | 17,149 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.9% | 17,496 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.4% | 17,480 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.2% | 17,422 | $2.7M |
| Captrust Financial Advisors | 0.00% | Reduce -36.1% | 17,353 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -79.9% | 16,756 | $2.6M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 16,505 | $2.6M |
| Sprucegrove Investment Management Ltd. | 0.39% | Reduce -50.1% | 16,308 | $2.5M |
| &partners | 0.01% | Add +9.3% | 16,239 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 15,719 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.6% | 15,660 | $2.4M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -6.3% | 14,997 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.8% | 15,116 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.1% | 15,034 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,909 | $2.3M |
| First American Bank | 0.13% | No change | 14,809 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -3.3% | 14,664 | $2.3M |
| Sanders Morris Harris LLC | 1.31% | No change | 14,652 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -12.5% | 14,429 | $2.2M |
| Numerai GP LLC | 0.18% | Reduce -51.8% | 14,414 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.0% | 14,200 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.2% | 14,127 | $2.2M |
| Neville Rodie & Shaw Inc. | 0.14% | No change | 13,974 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -36.4% | 13,824 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.9% | 13,715 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 13,600 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 13,543 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +17.7% | 13,501 | $2.1M |
| DB&C Advisors, LLC | 2.20% | Add +0.5% | 13,163 | $2.0M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,100 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.4% | 12,978 | $2.0M |
| Aspen Wealth Management LLC | 0.33% | Add +0.2% | 12,422 | $1.9M |
| Diversified Trust Co. | 0.03% | Reduce -6.4% | 12,119 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Add +34.9% | 12,058 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 11,994 | $1.9M |
| Commerce Bank | 0.01% | Reduce -4.5% | 11,251 | $1.7M |
| Atom Investors LP | 0.15% | Add +83.2% | 11,044 | $1.7M |
| Zurich Insurance Group Ltd | 0.01% | No change | 10,800 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -0.0% | 10,420 | $1.6M |
| Beck Bode, LLC | 0.23% | Add +6.8% | 9,965 | $1.5M |
| Entropy Technologies, LP | 0.06% | New | 9,915 | $1.5M |
| Anchor Investment Management, LLC | 0.11% | No change | 9,800 | $1.5M |
| Marshall Financial Group, LLC | 0.22% | Add +7.3% | 9,792 | $1.5M |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 9,579 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Add +0.6% | 9,560 | $1.5M |
| South Dakota Investment Council | 0.03% | Reduce -6.7% | 9,455 | $1.5M |
| Pathway Financial Advisers, LLC | 0.37% | Add +9.3% | 9,403 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.9% | 9,198 | $1.4M |
| 1900 Wealth Management LLC | 0.08% | Add +0.0% | 9,074 | $1.4M |
| Stephens Inc. | 0.02% | Add +2.9% | 9,044 | $1.4M |
| Centennial Bank | 0.45% | No change | 8,975 | $1.4M |
| Utah Retirement Systems | 0.01% | Reduce -8.5% | 8,962 | $1.4M |
| Venturi Wealth Management, LLC | 0.05% | Add +248.1% | 8,949 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +46.6% | 8,843 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -41.7% | 8,800 | $1.4M |
| Fortis Capital Advisors, LLC | 0.15% | Add +25.4% | 8,667 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Add +25.4% | 8,667 | $1.3M |
| Carnegie Investment Counsel | 0.03% | No change | 8,623 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.3% | 8,381 | $1.3M |
| M.E. Allison & Co., Inc. | 0.75% | Reduce -4.1% | 8,378 | $1.3M |
| Eight 31 Financial, LLC | 0.77% | Reduce -4.9% | 8,361 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -2.9% | 8,354 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.6% | 8,338 | $1.3M |
| GAMMA Investing LLC | 0.05% | Add +1.3% | 8,323 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +3.6% | 8,301 | $1.3M |
| First National Advisers, LLC | 0.18% | Reduce -29.0% | 8,134 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +35.7% | 7,972 | $1.2M |
| Picton Mahoney Asset Management | 0.01% | Add +111.3% | 7,967 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +3.3% | 7,939 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.6% | 7,578 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -40.2% | 7,547 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Reduce -77.7% | 7,394 | $1.1M |
| Xponance LLC | 0.01% | Reduce -1.0% | 7,260 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.37% | Add +0.5% | 7,243 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | No change | 7,185 | $1.1M |
| Polar Asset Management Partners Inc. | 0.03% | Add +24.4% | 7,164 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +1.2% | 7,120 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.5% | 7,114 | $1.1M |
| 17 Capital Partners, LLC | 0.50% | Reduce -0.1% | 7,101 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +190.6% | 7,067 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +32.5% | 6,888 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -1.4% | 6,870 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.8% | 6,849 | $1.1M |
| Fulton Bank, N.A. | 0.03% | Add +13.2% | 6,715 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -81.5% | 6,484 | $1.0M |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -0.2% | 6,405 | $990K |
| Abn Amro Investment Solutions | 0.01% | Reduce -33.3% | 6,400 | $989K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -48.5% | 6,374 | $984K |
| WealthPLAN Partners, LLC | 0.18% | Reduce -61.8% | 6,243 | $965K |
| Burney Co./ | 0.03% | Reduce -0.8% | 6,170 | $953K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.4% | 6,153 | $950K |
| Pallas Capital Advisors LLC | 0.03% | Add +24.9% | 6,095 | $942K |
| MMBG Investment Advisors Co. | 0.07% | No change | 6,070 | $938K |
| Frec Markets, Inc. | 0.08% | Add +79.1% | 6,056 | $936K |
| Benjamin Edwards Inc. | 0.01% | Add +0.7% | 5,965 | $922K |
| Aquatic Capital Management LLC | 0.03% | New | 5,915 | $914K |
| Swiss Life Asset Management Ltd | 0.00% | Add +6.8% | 5,871 | $907K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +234.3% | 5,850 | $904K |
| Glenmede Trust Co. NA | 0.00% | Add +1.1% | 5,815 | $899K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -38.4% | 5,760 | $890K |
| Allianz Asset Management GmbH | 0.00% | No change | 5,739 | $887K |
| Financial Planning Hawaii, Inc. | 0.47% | No change | 5,704 | $881K |
| Equitable Holdings, Inc. | 0.01% | New | 5,488 | $848K |
| Meridian Wealth Management, LLC | 0.03% | Add +44.6% | 5,427 | $839K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.5% | 5,365 | $829K |
| Titleist Asset Management, LLC | 0.06% | Add +2.7% | 5,325 | $823K |
| NorthRock Partners, LLC | 0.01% | Reduce -20.1% | 5,316 | $821K |
| Jump Financial, LLC | 0.01% | New | 5,135 | $793K |
| Virtus Advisers, LLC | 0.31% | Add +2.5% | 5,126 | $792K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 5,008 | $774K |
| Moody National Bank Trust Division | 0.06% | Reduce -1.6% | 4,934 | $762K |
| Fayez Sarofim & Co | 0.00% | No change | 4,933 | $762K |
| Securian Asset Management, Inc. | 0.03% | No change | 4,674 | $756K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.4% | 4,852 | $750K |
| HB Wealth Management, LLC | 0.00% | Add +6.0% | 4,752 | $734K |
| Voloridge Investment Management, LLC | 0.00% | New | 4,742 | $733K |
| Cannell & Spears LLC | 0.01% | Reduce -3.5% | 4,677 | $723K |
| Tributary Capital Management, LLC | 0.06% | Reduce -3.7% | 4,622 | $714K |
| Arax Advisory Partners | 0.00% | Add +39.0% | 4,540 | $702K |
| Hilltop Holdings Inc. | 0.06% | Reduce -7.0% | 4,518 | $698K |
| Voya Investment Management LLC | 0.00% | Reduce -78.9% | 4,517 | $698K |
| MML Investors Services, LLC | 0.00% | Add +16.1% | 4,495 | $695K |
| Evergreen Capital Management LLC | 0.01% | Add +1.6% | 4,350 | $672K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -2.4% | 4,341 | $671K |
| Inceptionr LLC | 0.16% | New | 4,333 | $670K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.2% | 4,317 | $667K |
| Groesbeck Investment Management Corp. | 1.06% | Reduce -1.9% | 4,288 | $663K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.6% | 4,214 | $651K |
| NewEdge Advisors, LLC | 0.00% | Add +5.2% | 4,190 | $647K |
| Engineers Gate Manager LP | 0.01% | New | 3,929 | $607K |
| Round Rock Advisors LLC | 0.08% | Add +22.8% | 3,909 | $604K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -50.9% | 3,907 | $604K |
| Tanglewood Legacy Advisors, LLC | 0.19% | No change | 3,802 | $587K |
| Jane Street Group, LLC | 0.00% | Add +19.0% | 3,722 | $575K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 3,706 | $573K |
| Diesslin Group, Inc. | 0.22% | No change | 3,699 | $572K |
| Ethic Inc. | 0.01% | Add +3.6% | 3,681 | $569K |
| Loomis Sayles & Co. L P | 0.00% | New | 3,667 | $567K |
| Community Bank & Trust, Waco, Texas | 0.10% | No change | 3,600 | $556K |
| DRW Securities, LLC | 0.03% | New | 3,586 | $554K |
| Prudential Financial Inc. | 0.00% | Reduce -1.7% | 3,568 | $551K |
| Graham Capital Management, L.P. | 0.02% | New | 3,548 | $548K |
| Advisor Resource Council | 0.18% | Add +33.8% | 3,488 | $545K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.6% | 3,505 | $542K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -2.5% | 3,490 | $539K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +2.2% | 3,482 | $539K |
| Inspire Investing, LLC | 0.02% | New | 3,462 | $535K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,371 | $521K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.4% | 3,317 | $513K |
| Fearless Solutions, LLC dba Best Invest | 0.27% | Reduce -0.8% | 3,315 | $512K |
| Nykredit A/S | 0.00% | — | 3,129 | $483K |
| Maryland State Retirement & Pension System | 0.01% | Add +12.8% | 3,100 | $479K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,056 | $472K |
| Curi Capital, LLC | 0.01% | Add +1.1% | 3,038 | $469K |
| DNB Asset Management AS | 0.00% | Add +15.9% | 3,025 | $467K |
| Financial Gravity Companies, Inc. | 0.08% | — | 3,023 | $467K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Add +33.2% | 3,010 | $465K |
| Boyar Asset Management Inc. | 0.27% | Reduce -23.0% | 2,997 | $463K |
| AlphaCore Capital LLC | 0.01% | New | 2,996 | $463K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.1% | 2,991 | $462K |
| First Dallas Securities Inc. | 0.15% | Reduce -9.2% | 2,978 | $460K |
| Amundi | 0.00% | No change | 2,956 | $457K |
| Probity Advisors, Inc. | 0.06% | Reduce -0.3% | 2,925 | $452K |
| Hodges Capital Management Inc. | 0.03% | Reduce -2.3% | 2,925 | $452K |
| LCNB Corp. | 0.13% | No change | 2,800 | $433K |
| One Wealth Capital Management, LLC | 0.12% | New | 2,782 | $430K |
| Hantz Financial Services, Inc. | 0.01% | Add +26.0% | 2,734 | $422K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.3% | 2,652 | $410K |
| Wolff Wiese Magana LLC | 0.19% | New | 2,606 | $403K |
| Fruth Investment Management | 0.10% | No change | 2,600 | $401K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 2,578 | $398K |
| National Philanthropic Trust | 0.01% | Add +0.7% | 2,563 | $396K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.3% | 2,560 | $396K |
| Callan Family Office, LLC | 0.01% | Add +0.2% | 2,536 | $392K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 2,520 | $389K |
| Greenleaf Trust | 0.00% | Add +1.4% | 2,389 | $369K |
| Choreo, LLC | 0.00% | Reduce -43.2% | 2,381 | $368K |
| Keybank National Association | 0.00% | Add +10.2% | 2,354 | $364K |
| Ritholtz Wealth Management | 0.01% | Add +3.2% | 2,351 | $363K |
| Cedar Wealth Management, LLC | 0.09% | Add +25.0% | 2,250 | $348K |
| Shelton Capital Management | 0.01% | Reduce -3.1% | 2,238 | $346K |
| Cresset Asset Management, LLC | 0.00% | New | 2,236 | $346K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.6% | 2,220 | $343K |
| Trinity Legacy Partners, LLC | 0.07% | New | 2,085 | $341K |
| Ballentine Partners, LLC | 0.00% | Add +1.7% | 2,192 | $339K |
| Mach-1 Financial Group, LLC | 0.13% | Reduce -12.3% | 2,190 | $338K |
| Jain Global LLC | 0.00% | New | 2,184 | $337K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 2,182 | $337K |
| Dark Forest Capital Management LP | 0.02% | New | 2,179 | $337K |
| IFP Advisors, Inc | 0.01% | Reduce -0.5% | 2,166 | $335K |
| Abel Hall, LLC | 0.06% | Add +4.6% | 2,153 | $333K |
| WINTON GROUP Ltd | 0.01% | New | 2,096 | $324K |
| Vise Technologies, Inc. | 0.00% | New | 2,075 | $321K |
| Icon Wealth Advisors, LLC | 0.02% | New | 2,049 | $317K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -0.3% | 2,045 | $316K |
| Enzi Wealth | 0.10% | No change | 2,000 | $315K |
| Man Group plc | 0.00% | Reduce -94.0% | 2,027 | $313K |
| Warwick Investment Management, Inc. | 0.04% | No change | 2,019 | $312K |
| Princeton Capital Management LLC | 0.07% | No change | 2,000 | $309K |
| Profund Advisors LLC | 0.01% | Reduce -4.6% | 1,993 | $308K |
| Elk River Wealth Management LLC | 0.05% | No change | 1,963 | $303K |
| KBC Group NV | 0.00% | No change | 1,955 | $302K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.3% | 1,954 | $302K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +31.7% | 1,952 | $302K |
| Beacon Financial Group | 0.03% | Reduce -11.5% | 1,939 | $300K |
| Strategic Financial Concepts, LLC | 0.09% | No change | 1,928 | $298K |
| NewEdge Wealth, LLC | 0.00% | Add +20.7% | 1,879 | $290K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.2% | 1,872 | $289K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.0% | 1,865 | $288K |
| Elyxium Wealth, LLC | 0.03% | New | 1,854 | $286K |
| Chicago Partners Investment Group LLC | 0.01% | Add +19.9% | 1,774 | $286K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -6.8% | 1,849 | $286K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -11.2% | 1,840 | $284K |
| Coastline Trust Co | 0.02% | No change | 1,815 | $280K |
| Rexford Capital Inc. | 0.17% | No change | 1,808 | $279K |
| New England Research & Management, Inc. | 0.11% | No change | 1,800 | $278K |
| Everpar Advisors LLC | 0.08% | Reduce -2.3% | 1,798 | $278K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.3% | 1,789 | $276K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.0% | 1,776 | $274K |
| Meridian Wealth Advisors, LLC | 0.03% | New | 1,775 | $274K |
| MOR Wealth Management, LLC | 0.11% | New | 1,774 | $274K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 1,768 | $273K |
| Centiva Capital, LP | 0.01% | Add +2.5% | 1,759 | $272K |
| Granite Investment Partners, LLC | 0.01% | Reduce -39.7% | 1,755 | $271K |
| Argyle Capital Partners, LLC | 0.17% | No change | 1,730 | $267K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,712 | $265K |
| Impact Partnership Wealth, LLC | 0.03% | New | 1,682 | $260K |
| Praxis Investment Management Inc. | 0.01% | No change | 1,673 | $259K |
| Americana Partners, LLC | 0.01% | Reduce -14.2% | 1,648 | $255K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +0.4% | 1,636 | $253K |
| GW Henssler & Associates Ltd. | 0.01% | Add +7.0% | 1,618 | $250K |
| Phillips Wealth Planners LLC | 0.18% | Reduce -0.6% | 1,555 | $245K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 1,542 | $238K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.0% | 1,533 | $237K |
| MAI Capital Management | 0.00% | Add +0.3% | 1,531 | $237K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,503 | $232K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,501 | $232K |
| Third View Private Wealth, LLC | 0.03% | Reduce -27.8% | 1,496 | $231K |
| Axq Capital, LP | 0.03% | New | 1,492 | $231K |
| DAVENPORT & Co LLC | 0.00% | New | 1,486 | $230K |
| Sivia Capital Partners, LLC | 0.03% | New | 1,477 | $228K |
| Private Advisor Group, LLC | 0.00% | Reduce -55.2% | 1,458 | $225K |
| Prosperitas Financial LLC | 0.07% | Reduce -4.8% | 1,446 | $223K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 1,441 | $223K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -36.9% | 1,417 | $219K |
| Motco | 0.02% | No change | 1,397 | $216K |
| Sfmg, LLC | 0.01% | Reduce -58.9% | 1,397 | $216K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.03% | New | 1,394 | $215K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 1,389 | $215K |
| Great Lakes Retirement, Inc. | 0.02% | New | 1,373 | $212K |
| Parcion Private Wealth LLC | 0.01% | New | 1,361 | $210K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.3% | 1,339 | $207K |
| Brighton Jones LLC | 0.00% | New | 1,315 | $203K |
| Savant Capital, LLC | 0.00% | New | 1,260 | $203K |
| Wedmont Private Capital | 0.01% | New | 1,288 | $202K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,304 | $201K |
| SCS Capital Management LLC | 0.00% | New | 1,296 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Add +37.6% | 1,229 | $191K |
| 1620 Investment Advisors, Inc. | 0.12% | Reduce -5.3% | 1,227 | $190K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,050 | $162K |
| Globeflex Capital L P | 0.02% | No change | 1,032 | $159K |
| Corsicana & Co. | 0.07% | No change | 1,000 | $155K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.2% | 995 | $154K |
| LRI Investments, LLC | 0.01% | Add +8.1% | 972 | $150K |
| Allworth Financial LP | 0.00% | Add +13.3% | 923 | $143K |
| UMB Bank, n.a. | 0.00% | Reduce -2.3% | 862 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.2% | 780 | $121K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -21.3% | 777 | $120K |
| Smartleaf Asset Management LLC | 0.00% | No change | 766 | $119K |
| Signaturefd, LLC | 0.00% | Reduce -1.7% | 590 | $91K |
| Spire Wealth Management | 0.00% | No change | 543 | $84K |
| Bokf, NA | 0.00% | Reduce -69.0% | 540 | $83K |
| Reyes Financial Architecture, Inc. | 0.05% | Add +28.4% | 534 | $83K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.3% | 533 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.1% | 515 | $80K |
| Robinson Value Management, Ltd. | 0.04% | No change | 500 | $77K |
| Huntington National Bank | 0.00% | Add +3.3% | 498 | $77K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +16.4% | 491 | $76K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -20.4% | 398 | $61K |
| Lummis Asset Management, LP | 0.04% | No change | 397 | $61K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 390 | $60K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 387 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 375 | $58K |
| SJS Investment Consulting Inc. | 0.01% | Add +4537.5% | 371 | $57K |
| Essential Partners LLC | 0.03% | Add +150.3% | 363 | $56K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $56K |
| Arvest Investments, Inc. | 0.01% | Add +0.9% | 352 | $54K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -37.7% | 332 | $51K |
| CX Institutional | 0.00% | Add +0.3% | 332 | $51K |
| Measured Wealth Private Client Group, LLC | 0.01% | Add +8.0% | 323 | $50K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.3% | 321 | $50K |
| Community Bank, N.A. | 0.00% | No change | 276 | $43K |
| Rothschild Investment LLC | 0.00% | Add +5.8% | 255 | $39K |
| First PREMIER Bank | 0.01% | No change | 250 | $39K |
| Global Retirement Partners, LLC | 0.00% | — | 243 | $38K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +30.8% | 242 | $37K |
| True Wealth Design, LLC | 0.01% | Add +8.1% | 228 | $35K |
| Wellington-Altus USA Inc. | 0.02% | No change | 242 | $33K |
| GoalVest Advisory LLC | 0.01% | No change | 194 | $30K |
| Alpine Bank Wealth Management | 0.00% | New | 190 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -58.7% | 190 | $29K |
| Private Trust Co. NA | 0.00% | Add +10.0% | 165 | $25K |
| Darwin Wealth Management, LLC | 0.01% | No change | 159 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.5% | 156 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +2.0% | 154 | $24K |
| Oakworth Capital, Inc. | 0.00% | Add +2233.3% | 140 | $22K |
| Clearstead Trust, LLC | 0.00% | Add +141.8% | 133 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +3.3% | 124 | $19K |
| Fortitude Family Office, LLC | 0.00% | Add +121.6% | 113 | $17K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $17K |
| Exchange Traded Concepts, LLC | 0.00% | Add +35.1% | 104 | $16K |
| Optiver Holding B.V. | 0.00% | New | 98 | $15K |
| Allied Private Wealth LLC | 0.01% | — | 98 | $15K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 97 | $15K |
| CVA Family Office, LLC | 0.00% | Add +10.3% | 96 | $15K |
| Chilton Capital Management LLC | 0.00% | No change | 89 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 82 | $13K |
| Front Row Advisors LLC | 0.00% | New | 75 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 73 | $11K |
| Dogwood Wealth Management LLC | 0.00% | Add +37.3% | 70 | $11K |
| IMA Advisory Services, Inc. | 0.00% | New | 70 | $11K |
| Albion Financial Group | 0.00% | Reduce -19.0% | 64 | $10K |
| WPG Advisers, LLC | 0.01% | No change | 64 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.3% | 63 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -3.2% | 61 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 60 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 57 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +280.0% | 57 | $9K |
| Sachetta, LLC | 0.00% | No change | 54 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 52 | $8K |
| Montag A & Associates Inc. | 0.00% | Add +2.0% | 51 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 53 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 49 | $8K |
| Colonial Trust Co / SC | 0.00% | Add +8.9% | 49 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 47 | $7K |
| Covestor Ltd | 0.00% | Reduce -57.9% | 48 | $7K |
| Park Place Capital Corp | 0.00% | No change | 45 | $7K |
| Curat Global, LLC | 0.01% | No change | 50 | $7K |
| Signature Equity Partners, LLC | 0.00% | Add +29.0% | 40 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 37 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -16.3% | 36 | $6K |
| CNB Bank | 0.00% | No change | 34 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -3.1% | 31 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 25 | $4K |
| Caldwell Trust Co | 0.00% | No change | 25 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +76.9% | 23 | $4K |
| Bogart Wealth, LLC | 0.00% | Reduce -30.3% | 23 | $4K |
| TD Capital Management LLC | 0.00% | No change | 22 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 22 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 21 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 21 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.3% | 20 | $3K |
| Mather Group, Llc. | 0.00% | No change | 20 | $3K |
| Cornerstone Financial Management LLC | 0.00% | No change | 20 | $3K |
| JDM Financial Group LLC | 0.00% | No change | 19 | $3K |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 18 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -40.0% | 18 | $3K |
| Granite FO LLC | 0.00% | No change | 17 | $3K |
| Bravera Wealth | 0.00% | Reduce -19.1% | 17 | $3K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 17 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 16 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +36.4% | 15 | $2K |
| SouthState Bank Corp | 0.00% | No change | 14 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 14 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 13 | $2K |
| FWL Investment Management, LLC | 0.00% | New | 13 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 12 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $2K |
| Union Savings Bank | 0.00% | No change | 12 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 12 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 12 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.03% | No change | 11 | $2K |
| Planning Strategies Inc. | 0.00% | — | 11 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 11 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 10 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 9 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +80.0% | 9 | $1K |
| NBT Bank, N.A. | 0.00% | No change | 8 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 8 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 8 | $1K |
| JPL Wealth Management, LLC | 0.00% | Reduce -33.3% | 6 | $928 |
| Torren Management, LLC | 0.00% | No change | 6 | $927 |
| Harbour Investments, Inc. | 0.00% | Add +200.0% | 6 | $927 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $927 |
| SHP Wealth Management | 0.00% | No change | 6 | $901 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 5 | $773 |
| Synergy Investment Management, LLC | 0.00% | New | 4 | $668 |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 4 | $618 |
| Bare Financial Services, Inc | 0.00% | No change | 3 | $464 |
| Mosley Wealth Management | 0.00% | New | 3 | $464 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $464 |
| Rossby Financial, LCC | 0.00% | Add +200.0% | 3 | $464 |
| Asset Dedication, LLC | 0.00% | Reduce -98.2% | 3 | $464 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $312 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $309 |
| Activest Wealth Management | 0.00% | Reduce -93.5% | 2 | $309 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $309 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $155 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $155 |
| MV Capital Management, Inc. | 0.00% | Reduce -75.0% | 1 | $155 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $155 |
| CKW Financial Group | 0.00% | New | 2 | $0 |
| Avion Wealth | 0.00% | New | 4 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 4 | $0 |
| Navigoe, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is CFR's weight in each manager's 13F, not the share of Cullen/Frost Bankers Inc. the manager owns.