The Carlyle GroupCG
13F holders, Q2 2024 (June 30)516holders −2
54new positions
54sold out
8famous investors
$40.15avg. 13F price*
At the end of Q2 2024, 516 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, down 2 from Q1 2024. 54 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($937.0M), BlackRock Inc. ($911.7M) and Capital World Investors ($804.8M). 8 famous investors held it, including John W. Rogers Jr. (2.1% of Ariel Investments's portfolio), Tom Gayner (0.5% of Markel Group's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $94.9M |
| Exits | 54 | $112.3M |
All 13F filers, Q1 2024 → Q2 2024: 13,052,985 shares bought and 11,996,862 shares sold, net +1,056,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Vanguard Group Inc. | 0.02% | Add +0.0% | 23,337,147 | $937.0M |
| BlackRock Inc. | 0.02% | Reduce -2.8% | 22,707,434 | $911.7M |
| Capital World Investors | 0.13% | Reduce -0.0% | 20,044,821 | $804.8M |
| Morgan Stanley | 0.04% | Reduce -3.0% | 12,855,796 | $516.2M |
| William Blair Investment Management, LLC | 1.22% | Reduce -2.3% | 11,545,457 | $463.6M |
| Alkeon Capital Management LLC | 1.70% | Reduce -4.6% | 8,246,041 | $331.1M |
| State Street Corp. | 0.01% | Reduce -4.5% | 7,710,599 | $309.6M |
| Vulcan Value Partners, LLC | 4.56% | Reduce -3.8% | 7,495,229 | $300.8M |
| Boston Partners | 0.25% | Add +119.2% | 5,099,928 | $204.8M |
| Ariel Investments | 2.15% | Add +1.1% | 4,937,725 | $198.2M |
| Beutel, Goodman & Co Ltd. | 0.92% | Add +0.4% | 4,332,629 | $174.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 3,920,901 | $157.2M |
| Legal & General Group Plc | 0.04% | Reduce -5.2% | 3,688,045 | $148.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.8% | 2,818,804 | $113.2M |
| Bank of New York Mellon Corp | 0.02% | Add +2.1% | 2,727,870 | $109.5M |
| Capital International Investors | 0.02% | Reduce -20.7% | 2,409,989 | $96.8M |
| FMR LLC | 0.01% | Reduce -5.9% | 2,344,237 | $94.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.5% | 2,266,595 | $91.0M |
| Argent Capital Management LLC | 2.44% | Reduce -0.7% | 2,069,748 | $83.1M |
| Baron Capital (BAMCO) | 0.22% | Reduce -0.1% | 1,942,253 | $78.0M |
| Frontier Capital Management Co. LLC | 0.77% | Reduce -3.6% | 1,941,094 | $77.9M |
| Northern Trust Corp. | 0.01% | Add +5.5% | 1,905,443 | $76.5M |
| Massachusetts Financial Services Co. | 0.02% | Add +17468.6% | 1,715,748 | $68.9M |
| Eagle Asset Management Inc. | 0.36% | Reduce -5.1% | 1,686,858 | $66.8M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -3.7% | 1,594,411 | $64.0M |
| Davis Asset Management, L.P. | 2.70% | No change | 1,500,000 | $60.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 1,415,267 | $56.8M |
| Brown Advisory Inc. | 0.07% | Add +11.8% | 1,407,704 | $56.5M |
| Bank of America Corp. | 0.01% | Add +66.3% | 1,403,344 | $56.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +103.8% | 1,368,657 | $55.0M |
| Markel Group | 0.52% | No change | 1,327,000 | $53.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 1,142,135 | $45.9M |
| Norges Bank | 0.01% | Reduce -66.7% | 1,125,323 | $45.2M |
| LGT Capital Partners LTD. | 1.33% | Add +18.0% | 970,000 | $38.9M |
| Barclays PLC | 0.02% | Add +13.9% | 937,669 | $37.6M |
| Marshall Wace, LLP | 0.05% | New | 921,759 | $37.0M |
| Amundi | 0.01% | Add +98.5% | 895,806 | $36.4M |
| UBS Group AG | 0.01% | Add +49.9% | 905,583 | $36.4M |
| Rockefeller Capital Management L.P. | 0.10% | Add +10.5% | 842,791 | $33.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.9% | 827,559 | $33.2M |
| Polaris Capital Management, LLC | 1.67% | Reduce -2.5% | 777,000 | $31.2M |
| National Bank of Canada | 0.05% | Add +89.3% | 764,765 | $30.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -20.7% | 719,277 | $28.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +0.4% | 656,516 | $26.4M |
| Invesco Ltd. | 0.01% | Add +6.2% | 645,754 | $25.9M |
| Prana Capital Management, LP | 1.22% | Add +26.2% | 636,995 | $25.6M |
| Deprince Race & Zollo Inc. | 0.56% | Reduce -1.3% | 624,258 | $25.1M |
| Rhumbline Advisers | 0.02% | Reduce -0.2% | 620,693 | $24.9M |
| Private Management Group Inc. | 0.93% | Reduce -0.6% | 602,882 | $24.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +15.6% | 577,800 | $23.2M |
| Sirios Capital Management L P | 3.60% | Add +12.8% | 515,058 | $20.7M |
| SpiderRock Advisors, LLC | 0.53% | No change | 500,040 | $20.1M |
| Partners Group Holding AG | 1.49% | Add +12.7% | 493,578 | $19.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -2.5% | 491,199 | $19.7M |
| Raymond James & Associates | 0.01% | Reduce -5.1% | 491,041 | $19.7M |
| Walleye Capital LLC | 0.22% | Add +137.6% | 482,600 | $19.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -15.8% | 474,274 | $19.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.4% | 458,014 | $18.4M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -37.4% | 443,595 | $17.8M |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 401,851 | $16.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.23% | Add +664.2% | 400,173 | $16.1M |
| Oppenheimer & Co. Inc. | 0.26% | Add +1.3% | 399,820 | $16.1M |
| Assenagon Asset Management S.A. | 0.04% | Add +182.1% | 387,332 | $15.6M |
| Holocene Advisors, LP | 0.06% | Add +261.9% | 367,972 | $14.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.2% | 363,850 | $14.6M |
| California State Teachers Retirement System | 0.02% | Add +5.6% | 360,657 | $14.5M |
| Lazard Asset Management LLC | 0.02% | New | 355,754 | $14.3M |
| California Public Employees Retirement System | 0.01% | Reduce -2.5% | 355,395 | $14.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 335,565 | $13.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.6% | 302,073 | $12.1M |
| Worldquant Millennium Advisors LLC | 0.11% | Reduce -5.8% | 298,653 | $12.0M |
| Sargent Investment Group, LLC | 2.29% | Reduce -3.5% | 279,953 | $11.2M |
| Corebridge Financial, Inc. | 0.06% | — | 273,145 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +9.4% | 272,734 | $11.0M |
| Deutsche Bank AG | 0.00% | Add +24.1% | 269,951 | $10.8M |
| Retirement Systems of Alabama | 0.04% | Reduce -2.0% | 266,509 | $10.7M |
| Millennium Management | 0.01% | Reduce -18.9% | 264,932 | $10.6M |
| Channing Capital Management, LLC | 0.29% | Reduce -4.7% | 262,221 | $10.5M |
| Bank of Montreal | 0.00% | Add +0.7% | 245,091 | $10.0M |
| Assetmark, Inc. | 0.03% | Add +1.7% | 246,570 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +12.9% | 235,868 | $9.5M |
| Algebris (uk) Ltd. | 2.98% | New | 246,922 | $9.3M |
| New York State Common Retirement Fund | 0.01% | Add +3.9% | 210,095 | $8.4M |
| Sit Investment Associates Inc. | 0.19% | Add +0.5% | 208,940 | $8.4M |
| Bessemer Group Inc. | 0.01% | Add +1.3% | 202,691 | $8.1M |
| Point72 Asset Management | 0.03% | Reduce -75.1% | 202,435 | $8.1M |
| Point72 Europe (London) LLP | 0.67% | Add +75.0% | 198,400 | $8.0M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +12.7% | 193,158 | $7.8M |
| DNB Asset Management AS | 0.04% | Reduce -20.4% | 191,083 | $7.7M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +38.0% | 180,831 | $7.3M |
| Citadel Advisors | 0.01% | Add +621.0% | 176,697 | $7.1M |
| Comerica Bank | 0.03% | Reduce -10.4% | 165,207 | $6.6M |
| City of London Investment Management Co. Ltd. | 0.56% | No change | 162,315 | $6.5M |
| Gator Capital Management, LLC | 3.31% | Reduce -2.1% | 162,300 | $6.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +1.4% | 162,094 | $6.5M |
| Edgestream Partners, L.P. | 0.31% | Add +297.1% | 159,596 | $6.4M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +146.3% | 158,576 | $6.4M |
| Quantbot Technologies LP | 0.30% | New | 155,189 | $6.2M |
| TD Asset Management Inc | 0.01% | Add +0.5% | 152,089 | $6.1M |
| SOL Capital Management CO | 0.69% | Add +6.1% | 143,624 | $5.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.8% | 131,417 | $5.3M |
| Edmond DE Rothschild Holding S.A. | 0.09% | Add +41.3% | 126,540 | $5.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -20.4% | 125,730 | $5.0M |
| Wesbanco Bank Inc. | 0.19% | New | 125,698 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +6.7% | 124,340 | $5.0M |
| Winslow Asset Management Inc. | 0.98% | Add +6.5% | 124,266 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -4.2% | 123,629 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +14.7% | 120,708 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +13.5% | 118,001 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.6% | 116,735 | $4.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.3% | 113,758 | $4.6M |
| LPL Financial LLC | 0.00% | Add +15.7% | 113,455 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -7.4% | 109,216 | $4.4M |
| Stanley-Laman Group, Ltd. | 0.58% | Add +0.9% | 108,707 | $4.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -9.8% | 107,796 | $4.3M |
| Compagnie Lombard Odier SCmA | 0.07% | No change | 107,005 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.6% | 103,226 | $4.1M |
| American Century Companies Inc. | 0.00% | Reduce -7.8% | 101,965 | $4.1M |
| Equitable Trust Co. | 0.28% | Reduce -1.0% | 99,617 | $4.0M |
| AMG National Trust Bank | 0.11% | Reduce -0.7% | 97,963 | $3.9M |
| Royce & Associates LP | 0.04% | No change | 97,205 | $3.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +1.1% | 95,271 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -8.2% | 92,707 | $3.7M |
| Campbell & CO Investment Adviser LLC | 0.31% | New | 91,522 | $3.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +25.7% | 91,137 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -22.0% | 89,343 | $3.6M |
| Texas Yale Capital Corp. | 0.16% | Add +0.5% | 84,784 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.6% | 83,477 | $3.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.2% | 81,268 | $3.3M |
| Danske Bank A/S | 0.01% | Add +12.2% | 81,103 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 80,160 | $3.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.20% | Add +88.7% | 79,970 | $3.2M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 79,165 | $3.2M |
| Stephens Inc. | 0.05% | Reduce -0.9% | 79,017 | $3.2M |
| Alaska Permanent Fund Corp | 0.05% | Reduce -5.4% | 63,406 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Add +358.2% | 77,739 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 76,912 | $3.1M |
| Asset Management One Co., Ltd. | 0.01% | Add +0.7% | 76,695 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -55.0% | 73,380 | $2.9M |
| Walleye Trading LLC | 0.06% | Add +9.0% | 73,059 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 72,700 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -20.9% | 72,127 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -69.6% | 72,065 | $2.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +1.6% | 71,522 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -50.3% | 70,307 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 70,102 | $2.8M |
| Citigroup Inc. | 0.00% | Add +17.9% | 68,911 | $2.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +12.3% | 68,078 | $2.7M |
| Mesirow Institutional Investment Management, Inc. | 0.24% | Reduce -1.4% | 67,097 | $2.7M |
| Coastal Bridge Advisors, LLC | 0.67% | Reduce -0.8% | 66,813 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +8.2% | 64,448 | $2.6M |
| Forsta Ap-Fonden | 0.02% | Add +14.4% | 64,300 | $2.6M |
| Wellington Shields Capital Management, LLC | 0.47% | Reduce -7.6% | 63,874 | $2.6M |
| Kerusso Capital Management LLC | 1.85% | — | 63,526 | $2.6M |
| Royal London Asset Management Ltd. | 0.01% | Add +0.7% | 63,506 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Reduce -2.4% | 63,457 | $2.5M |
| Augustine Asset Management Inc. | 0.97% | Add +0.5% | 62,849 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Add +21.8% | 62,657 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.5% | 61,684 | $2.5M |
| HSBC Holdings PLC | 0.00% | Reduce -73.5% | 61,562 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.9% | 61,100 | $2.5M |
| Diversified Trust Co. | 0.07% | Reduce -0.2% | 59,623 | $2.4M |
| Teza Capital Management LLC | 0.29% | Add +72.8% | 58,611 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 54,545 | $2.2M |
| KBC Group NV | 0.01% | Add +1.1% | 53,515 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.7% | 53,283 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -2.3% | 52,000 | $2.1M |
| Twin Capital Management Inc. | 0.24% | Add +2.8% | 51,676 | $2.1M |
| Point72 (DIFC) Ltd | 0.18% | New | 51,575 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +17.4% | 51,549 | $2.1M |
| Toronto Dominion Bank | 0.00% | Add +1.3% | 50,268 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Add +8.7% | 48,374 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.2% | 48,193 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 47,859 | $1.9M |
| IFM Investors Pty Ltd | 0.02% | No change | 46,829 | $1.9M |
| GFG Capital, LLC | 0.51% | Add +3.8% | 46,512 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.2% | 46,046 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.8% | 45,928 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.6% | 45,476 | $1.8M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 45,316 | $1.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +74.2% | 44,984 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -16.1% | 44,879 | $1.8M |
| Aberdeen Group plc | 0.00% | Reduce -39.3% | 44,816 | $1.8M |
| Fred Alger Management, LLC | 0.01% | Add +7.4% | 44,603 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 44,588 | $1.8M |
| Capital International, Inc. | 0.02% | Add +0.4% | 44,557 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | Add +29.4% | 44,085 | $1.8M |
| Gotham Asset Management | 0.02% | Reduce -0.3% | 43,727 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 43,600 | $1.8M |
| Sei Investments Co. | 0.00% | Add +27.0% | 43,403 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +9.9% | 42,870 | $1.7M |
| Wolf Group Capital Advisors | 0.68% | Reduce -16.4% | 42,724 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | — | 37,148 | $1.7M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -1.9% | 41,534 | $1.7M |
| Simplicity Wealth,LLC | 0.04% | Reduce -1.9% | 41,534 | $1.7M |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +505.0% | 41,311 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +17.9% | 40,769 | $1.6M |
| HRT Financial LP | 0.01% | Reduce -46.1% | 40,642 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 39,006 | $1.6M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -8.6% | 38,173 | $1.6M |
| Pacific Capital Partners Ltd | 1.01% | Add +9.4% | 38,074 | $1.5M |
| Bokf, NA | 0.03% | Reduce -7.1% | 37,730 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +21.8% | 37,400 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -17.9% | 37,370 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +4.9% | 37,041 | $1.5M |
| Moody National Bank Trust Division | 0.11% | Reduce -2.2% | 36,744 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.6% | 36,338 | $1.5M |
| Utah Retirement Systems | 0.02% | Reduce -0.8% | 36,100 | $1.4M |
| Perbak Capital Partners LLP | 0.42% | New | 35,519 | $1.4M |
| Mirabella Financial Services LLP | 0.12% | New | 34,798 | $1.4M |
| PARK CIRCLE Co | 1.38% | No change | 34,765 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +162.1% | 34,582 | $1.4M |
| Xponance LLC | 0.01% | Reduce -4.4% | 34,465 | $1.4M |
| Tredje AP-fonden | 0.01% | Reduce -1.5% | 34,035 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.0% | 33,694 | $1.4M |
| STRS Ohio | 0.01% | Reduce -68.5% | 33,627 | $1.4M |
| Herbst Group, LLC | 0.82% | Add +1.9% | 33,625 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 33,065 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.0% | 32,366 | $1.3M |
| Amica Mutual Insurance Co. | 0.12% | Reduce -23.3% | 31,202 | $1.3M |
| Voya Investment Management LLC | 0.00% | Add +8.7% | 30,865 | $1.2M |
| Public Sector Pension Investment Board | 0.01% | Add +6.0% | 30,772 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +148.5% | 30,632 | $1.2M |
| Andra AP-fonden | 0.02% | Reduce -48.1% | 30,200 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.30% | New | 29,378 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +7.6% | 29,030 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 29,003 | $1.2M |
| Qsemble Capital Management, LP | 0.22% | Add +11.0% | 28,997 | $1.2M |
| Banque Pictet & Cie SA | 0.01% | No change | 28,700 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 28,332 | $1.1M |
| Sierra Capital LLC | 0.15% | No change | 27,996 | $1.1M |
| D.A. Davidson & Co. | 0.01% | No change | 27,822 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 27,760 | $1.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +10.9% | 27,635 | $1.1M |
| Jeppson Wealth Management, LLC | 0.42% | Reduce -1.1% | 27,452 | $1.1M |
| Ossiam | 0.02% | Add +7.3% | 27,403 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -86.1% | 26,916 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +10.0% | 26,554 | $1.1M |
| Waterfront Wealth Inc. | 0.29% | Reduce -5.1% | 26,265 | $1.1M |
| Stamos Capital Partners, L.P. | 0.22% | Add +22.7% | 25,980 | $1.0M |
| Hoertkorn Richard Charles | 0.44% | No change | 25,100 | $1.0M |
| Hilltop Holdings Inc. | 0.12% | Add +16.0% | 24,627 | $989K |
| XTX Topco Ltd | 0.08% | Reduce -6.3% | 23,607 | $948K |
| State of Alaska, Department of Revenue | 0.01% | No change | 23,485 | $942K |
| Quadrature Capital Ltd | 0.02% | New | 23,213 | $932K |
| LBP Am SA | 0.04% | Add +16.2% | 23,101 | $928K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.3% | 22,013 | $884K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +24.9% | 21,951 | $881K |
| DRW Securities, LLC | 0.05% | New | 21,675 | $870K |
| Riverwater Partners LLC | 0.64% | Reduce -0.6% | 21,622 | $868K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -50.0% | 21,023 | $844K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +4.0% | 20,578 | $826K |
| Capital International Sarl | 0.02% | Add +140.2% | 20,201 | $811K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,098 | $807K |
| GAMCO Investors | 0.01% | No change | 20,000 | $803K |
| Clearstead Advisors, LLC | 0.01% | New | 19,862 | $797K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.7% | 19,320 | $776K |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.4% | 19,530 | $773K |
| Korea Investment CORP | 0.00% | Reduce -60.7% | 19,040 | $764K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -19.9% | 18,781 | $754K |
| MBB Public Markets I LLC | 0.02% | New | 18,493 | $742K |
| Arete Wealth Advisors, LLC | 0.06% | Add +2.1% | 17,772 | $714K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -81.6% | 17,746 | $713K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 17,648 | $708K |
| Prudential Financial Inc. | 0.00% | Reduce -68.4% | 17,488 | $702K |
| Nordea Investment Management AB | 0.00% | Add +12.7% | 17,203 | $697K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.1% | 17,314 | $695K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.3% | 17,222 | $691K |
| Two Sigma Investments, LP | 0.00% | New | 16,900 | $679K |
| United Services Automobile Association | 0.02% | Add +2.9% | 16,826 | $676K |
| Aviva PLC | 0.00% | Add +15.6% | 16,683 | $670K |
| O'ROURKE & COMPANY, Inc | 0.38% | Add +2.5% | 16,645 | $668K |
| Capital Management Associates | 0.79% | Reduce -8.2% | 16,524 | $663K |
| Garrison Bradford & Associates Inc. | 0.68% | Add +0.1% | 16,442 | $660K |
| Daiwa Securities Group Inc. | 0.00% | Add +10.4% | 15,973 | $641K |
| Maryland State Retirement & Pension System | 0.01% | No change | 15,934 | $640K |
| SMH Capital Advisors Inc. | 1.95% | New | 15,845 | $636K |
| Stablepoint Partners, LLC | 0.12% | Reduce -0.5% | 13,377 | $636K |
| Swedbank AB | 0.00% | Add +0.3% | 15,826 | $635K |
| Emfo, LLC | 0.57% | Reduce -24.1% | 15,725 | $631K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 15,720 | $631K |
| Carson Advisory Inc. | 0.43% | Reduce -6.6% | 15,419 | $619K |
| Natixis Advisors, LLC | 0.00% | Reduce -91.3% | 15,407 | $619K |
| MML Investors Services, LLC | 0.00% | Reduce -13.2% | 15,397 | $618K |
| Synovus Financial Corp. | 0.01% | Reduce -0.1% | 15,367 | $617K |
| Trexquant Investment LP | 0.01% | Add +44.8% | 15,027 | $603K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +14.5% | 15,000 | $602K |
| First Manhattan Co. Llc. | 0.00% | No change | 14,725 | $591K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +17.7% | 14,237 | $568K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.9% | 13,879 | $557K |
| Intrepid Capital Management Inc. | 0.35% | Add +10.0% | 13,735 | $551K |
| AlphaQuest LLC | 0.07% | Add +186.3% | 13,551 | $544K |
| Fortis Capital Advisors, LLC | 0.19% | New | 13,319 | $535K |
| Belpointe Asset Management LLC | 0.04% | New | 13,319 | $535K |
| Zhang Financial LLC | 0.04% | Add +0.1% | 12,939 | $520K |
| Aigen Investment Management, LP | 0.10% | Add +54.0% | 12,877 | $517K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 12,676 | $509K |
| Cibc World Markets Corp. | 0.00% | Add +42.7% | 12,651 | $508K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -16.6% | 12,369 | $497K |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 12,327 | $495K |
| Stiles Financial Services Inc | 0.19% | Add +0.1% | 12,211 | $490K |
| Man Group plc | 0.00% | Reduce -90.1% | 12,143 | $488K |
| Achmea Investment Management B.V. | 0.01% | Reduce -66.9% | 12,130 | $487K |
| Carret Asset Management, LLC | 0.06% | Reduce -2.8% | 12,015 | $482K |
| Creative Planning | 0.00% | Add +10.3% | 11,905 | $478K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -6.1% | 11,773 | $473K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -7.3% | 11,753 | $472K |
| CIBC Asset Management Inc | 0.00% | Add +72.3% | 11,614 | $466K |
| Franklin Resources Inc. | 0.00% | Reduce -19.2% | 11,487 | $461K |
| Bridgefront Capital, LLC | 0.19% | Reduce -14.2% | 11,437 | $459K |
| McGowan Group Asset Management, Inc. | 0.07% | Reduce -3.6% | 11,388 | $457K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.7% | 11,285 | $453K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 11,180 | $449K |
| FFT Wealth Management LLC | 0.04% | Reduce -3.9% | 11,165 | $448K |
| North Star Investment Management Corp. | 0.03% | Reduce -1.0% | 10,953 | $440K |
| PFG Investments, LLC | 0.03% | Add +2.1% | 10,895 | $437K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -9.2% | 10,892 | $437K |
| Guinness Asset Management LTD | 0.01% | Reduce -7.8% | 10,702 | $430K |
| Schroder Investment Management Group | 0.00% | New | 10,692 | $429K |
| Yorktown Management & Research Co Inc | 0.46% | No change | 10,600 | $426K |
| Fort Sheridan Advisors LLC | 0.07% | No change | 10,550 | $424K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +74.5% | 10,503 | $422K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +13.5% | 10,408 | $418K |
| Pathstone Holdings, LLC | 0.00% | Add +11.1% | 10,278 | $413K |
| ProShare Advisors LLC | 0.00% | Reduce -3.6% | 10,183 | $409K |
| Retirement Planning Co of New England, Inc. | 0.22% | Reduce -10.5% | 10,128 | $407K |
| Hemington Wealth Management | 0.14% | Reduce -47.0% | 10,120 | $406K |
| Raymond James Trust N.A. | 0.01% | Reduce -32.6% | 10,057 | $404K |
| Private Advisor Group, LLC | 0.00% | Add +17.4% | 9,983 | $401K |
| Capula Management Ltd | 0.00% | New | 9,945 | $399K |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 9,375 | $376K |
| Kovack Advisors, Inc. | 0.04% | Add +0.3% | 9,336 | $375K |
| Capstone Investment Advisors, LLC | 0.02% | New | 9,257 | $372K |
| Triangle Securities Wealth Management | 0.10% | Reduce -0.8% | 9,020 | $362K |
| Janus Henderson Group PLC | 0.00% | Reduce -36.2% | 8,794 | $353K |
| E&G Advisors, LLC | 0.10% | Add +0.8% | 8,700 | $349K |
| Shelton Capital Management | 0.01% | Reduce -7.0% | 8,654 | $347K |
| Fiduciary Group, LLC | 0.04% | Add +1.2% | 8,500 | $341K |
| Wolverine Trading, LLC | 0.01% | New | 8,312 | $334K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.3% | 8,240 | $331K |
| Segment Wealth Management, LLC | 0.02% | No change | 8,200 | $329K |
| Glenview Trust Co | 0.01% | No change | 8,196 | $329K |
| Northeast Investment Management | 0.02% | Add +0.8% | 8,128 | $326K |
| Principle Wealth Partners LLC | 0.02% | No change | 8,031 | $322K |
| NewEdge Wealth, LLC | 0.01% | Reduce -56.9% | 7,938 | $319K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.2% | 7,748 | $311K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -71.3% | 7,696 | $309K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -25.0% | 7,687 | $309K |
| Moors & Cabot, Inc. | 0.02% | Add +20.0% | 7,653 | $307K |
| Sterneck Capital Management, LLC | 0.17% | No change | 7,640 | $307K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 7,549 | $303K |
| EdgeRock Capital LLC | 0.23% | No change | 7,491 | $301K |
| Guggenheim Capital LLC | 0.00% | Add +55.7% | 7,486 | $301K |
| Verdence Capital Advisors LLC | 0.03% | New | 7,442 | $299K |
| Choreo, LLC | 0.00% | New | 7,346 | $291K |
| Keebeck Wealth Management | 0.04% | No change | 7,057 | $283K |
| SlateStone Wealth, LLC | 0.03% | No change | 7,029 | $282K |
| Triad Wealth Partners, LLC | 0.15% | New | 6,965 | $280K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.8% | 6,949 | $279K |
| FORA Capital, LLC | 0.03% | New | 6,914 | $278K |
| Enterprise Financial Services Corp | 0.17% | Reduce -2.3% | 6,780 | $272K |
| Rathbones Group PLC | 0.00% | Reduce -25.5% | 6,716 | $270K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +47.6% | 6,662 | $267K |
| DAVENPORT & Co LLC | 0.00% | Add +14.5% | 6,657 | $267K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 6,509 | $261K |
| DMC Group, LLC | 0.22% | Add +0.9% | 6,479 | $260K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.6% | 6,377 | $256K |
| Macquarie Group Ltd. | 0.00% | Reduce -92.3% | 6,304 | $253K |
| Harbor Investment Advisory, LLC | 0.03% | Add +5.0% | 6,300 | $253K |
| UniSuper Management Pty Ltd | 0.00% | Add +103.2% | 6,300 | $253K |
| Wellington Management Group LLP | 0.00% | Add +8.8% | 6,265 | $252K |
| Bfsg, LLC | 0.03% | No change | 6,240 | $251K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +3.6% | 6,150 | $247K |
| Spirit of America Management Corp. | 0.05% | No change | 6,050 | $243K |
| Catalyst Capital Advisors LLC | 0.01% | New | 6,000 | $241K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -70.2% | 5,957 | $239K |
| Pictet North America Advisors SA | 0.03% | No change | 5,950 | $239K |
| Profund Advisors LLC | 0.01% | Reduce -19.6% | 5,917 | $238K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -63.5% | 5,888 | $236K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -9.0% | 5,870 | $236K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -70.0% | 5,781 | $232K |
| Intech Investment Management LLC | 0.00% | Add +0.3% | 5,748 | $231K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.2% | 5,740 | $230K |
| EntryPoint Capital, LLC | 0.11% | Add +193.4% | 5,657 | $227K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 5,554 | $223K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +18.1% | 5,516 | $221K |
| Westbourne Investment Advisors, Inc. | 0.08% | No change | 5,500 | $221K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.9% | 5,423 | $218K |
| American Trust | 0.02% | Reduce -5.4% | 5,377 | $216K |
| Rafferty Asset Management, LLC | 0.00% | New | 5,328 | $214K |
| Vident Advisory, LLC | 0.01% | New | 5,326 | $214K |
| Investment Management Corp of Ontario | 0.01% | New | 5,209 | $209K |
| M&T Bank Corp | 0.00% | Reduce -7.2% | 5,175 | $208K |
| Atria Investments, Inc | 0.00% | New | 5,174 | $208K |
| Regatta Capital Group, LLC | 0.04% | No change | 5,144 | $207K |
| Magnetar Financial LLC | 0.00% | New | 5,129 | $206K |
| KRS Capital Management, LLC | 0.15% | No change | 5,120 | $206K |
| YHB Investment Advisors, Inc. | 0.02% | Add +2.0% | 5,065 | $203K |
| Slow Capital, Inc. | 0.03% | Reduce -42.2% | 5,041 | $202K |
| Mission Wealth Management, LP | 0.01% | No change | 5,014 | $201K |
| CI Investments Inc. | 0.00% | Add +1.1% | 5,002 | $201K |
| Tranquility Partners, LLC | 0.08% | Reduce -20.8% | 4,992 | $200K |
| Spire Wealth Management | 0.01% | Reduce -4.1% | 4,902 | $197K |
| PGGM Investments | 0.00% | Add +34.9% | 4,894 | $196K |
| UMB Bank, n.a. | 0.00% | Reduce -1.5% | 4,787 | $192K |
| Vestcor Inc | 0.01% | No change | 4,564 | $183K |
| Credit Agricole S A | 0.00% | New | 4,500 | $181K |
| GAMMA Investing LLC | 0.02% | Add +288.2% | 4,488 | $180K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | New | 4,335 | $174K |
| Point72 Hong Kong Ltd | 0.01% | New | 4,278 | $172K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | New | 4,008 | $161K |
| Hamilton Capital Partners Inc. | 0.02% | New | 3,800 | $153K |
| Cwm, LLC | 0.00% | Add +12.3% | 3,746 | $150K |
| Leonteq Securities AG | 0.02% | Reduce -37.0% | 3,584 | $144K |
| 1832 Asset Management L.P. | 0.00% | Add +174.0% | 3,220 | $129K |
| Rakuten Investment Management, Inc. | 0.00% | Add +72.3% | 3,227 | $129K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 3,127 | $126K |
| Storebrand Asset Management As | 0.00% | Reduce -97.8% | 3,023 | $121K |
| Western Pacific Wealth Management, LP | 0.09% | Add +21.4% | 2,970 | $119K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 2,800 | $112K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,613 | $105K |
| Barrett & Company, Inc. | 0.05% | Reduce -1.9% | 2,550 | $102K |
| Stelac Advisory Services LLC | 0.04% | No change | 2,543 | $102K |
| Sandy Spring Bank | 0.00% | No change | 2,542 | $101K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.5% | 2,290 | $92K |
| Tower View Wealth Management LLC | 0.05% | Add +0.8% | 2,167 | $87K |
| Larson Financial Group LLC | 0.01% | No change | 2,155 | $87K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -81.8% | 2,051 | $82K |
| Concord Wealth Partners | 0.01% | No change | 2,000 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | Add +60.9% | 1,850 | $75K |
| Ostrum Asset Management | 0.01% | Reduce -7.2% | 1,551 | $62K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 1,545 | $62K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -83.0% | 1,500 | $60K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -14.5% | 1,475 | $59K |
| Gold Investment Management Ltd. | 0.02% | No change | 1,382 | $55K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,300 | $52K |
| Rothschild Investment LLC | 0.00% | Add +3.8% | 1,245 | $50K |
| Compass Wealth Management LLC | 0.01% | No change | 1,215 | $49K |
| Principal Securities, Inc. | 0.00% | Add +127.9% | 1,096 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -9.1% | 1,001 | $40K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $40K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,000 | $40K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 920 | $37K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 904 | $36K |
| Blue Trust, Inc. | 0.00% | Add +506.3% | 770 | $36K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -7.8% | 880 | $35K |
| CVA Family Office, LLC | 0.01% | No change | 865 | $35K |
| Acadian Asset Management LLC | 0.00% | No change | 835 | $33K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.1% | 786 | $32K |
| Quarry LP | 0.01% | Reduce -29.3% | 786 | $32K |
| Benjamin Edwards Inc. | 0.01% | Reduce -8.3% | 671 | $27K |
| Tobam | 0.00% | New | 670 | $27K |
| Quadrant Capital Group LLC | 0.00% | Add +2554.2% | 637 | $26K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 600 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.6% | 531 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.5% | 425 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.5% | 491 | $19K |
| Castleview Partners, LLC | 0.01% | No change | 432 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -96.0% | 425 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -15.1% | 395 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +500.0% | 390 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +203.3% | 364 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.6% | 328 | $13K |
| Global X Japan Co., Ltd. | 0.00% | New | 314 | $13K |
| Huntington National Bank | 0.00% | Add +3.0% | 314 | $13K |
| Fifth Third Bancorp | 0.00% | Reduce -87.3% | 310 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 308 | $12K |
| Tsfg, LLC | 0.00% | No change | 300 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +250.0% | 280 | $11K |
| Covestor Ltd | 0.01% | Add +0.4% | 278 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 266 | $11K |
| Signaturefd, LLC | 0.00% | New | 262 | $11K |
| Parallel Advisors, LLC | 0.00% | No change | 255 | $10K |
| Colonial Trust Advisors | 0.00% | No change | 252 | $10K |
| Atticus Wealth Management, LLC | 0.00% | No change | 250 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 238 | $10K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 200 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 239 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 200 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 182 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -10.1% | 179 | $7K |
| WR Wealth Planners, LLC | 0.00% | Add +112.2% | 174 | $7K |
| Nisa Investment Advisors, LLC | 0.00% | Add +128.6% | 160 | $6K |
| Opal Wealth Advisors, LLC | 0.00% | New | 150 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 140 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 131 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 123 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 119 | $5K |
| Planning Capital Management Corp | 0.00% | Reduce -43.2% | 130 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 107 | $4K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 100 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 85 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 91 | $3K |
| Mather Group, Llc. | 0.00% | New | 65 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 72 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 64 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 64 | $3K |
| Allworth Financial LP | 0.00% | Reduce -83.7% | 49 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 55 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 49 | $2K |
| Innealta Capital, LLC | 0.00% | New | 44 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 39 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 37 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +25.0% | 25 | $1K |
| Avion Wealth | 0.00% | No change | 38 | $1K |
| IFS Advisors, LLC | 0.00% | No change | 22 | $910 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 121 | $781 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 17 | $683 |
| Valued Wealth Advisors LLC | 0.00% | No change | 14 | $563 |
| Birchbrook, Inc. | 0.00% | No change | 53 | $342 |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.5% | 3 | $120 |
| Avior Wealth Management, LLC | 0.00% | New | 2 | $80 |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 12 | $78 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $41 |
| Clear Point Advisors Inc. | 0.00% | New | 1 | $40 |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.