The Carlyle GroupCG
13F holders, Q2 2025 (June 30)573holders +45
84new positions
39sold out
9famous investors
$51.42avg. 13F price*
At the end of Q2 2025, 573 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, up 45 from Q1 2025. 84 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Group Inc. ($1.3B) and Capital World Investors ($1.0B). 9 famous investors held it, including John W. Rogers Jr. (2.7% of Ariel Investments's portfolio), Bill Miller (1.5% of Miller Value Partners's portfolio) and Bill Nygren (0.9% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $265.7M |
| Exits | 39 | $273.5M |
All 13F filers, Q1 2025 → Q2 2025: 26,176,640 shares bought and 22,559,191 shares sold, net +3,617,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| BlackRock, Inc. | 0.03% | Add +7.5% | 31,442,087 | $1.6B |
| Vanguard Group Inc. | 0.02% | Add +1.8% | 24,719,581 | $1.3B |
| Capital World Investors | 0.15% | Add +12.6% | 19,958,480 | $1.0B |
| Harris Associates (Oakmark Funds) | 0.95% | Add +28.8% | 11,315,984 | $581.6M |
| William Blair Investment Management, LLC | 1.36% | Reduce -18.3% | 9,949,455 | $511.4M |
| Morgan Stanley | 0.03% | Reduce -8.3% | 9,135,774 | $469.6M |
| State Street Corp. | 0.02% | Add +4.8% | 8,221,652 | $422.6M |
| Massachusetts Financial Services Co. | 0.12% | Add +4.6% | 7,138,859 | $366.9M |
| Boston Partners | 0.39% | Reduce -1.9% | 6,791,541 | $349.2M |
| Alkeon Capital Management LLC | 1.48% | Add +13.4% | 5,941,316 | $305.4M |
| Ariel Investments | 2.74% | Reduce -2.8% | 4,705,544 | $241.9M |
| Geode Capital Management, LLC | 0.02% | Add +5.6% | 4,284,894 | $219.6M |
| UBS Group AG | 0.04% | Reduce -23.9% | 3,629,764 | $186.6M |
| Legal & General Group Plc | 0.04% | Add +8.0% | 3,366,980 | $173.1M |
| Royal Bank of Canada | 0.03% | Add +915.8% | 3,313,694 | $170.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +25.9% | 2,977,250 | $153.0M |
| Norges Bank | 0.02% | Add +204.5% | 2,920,658 | $150.1M |
| Beutel, Goodman & Co Ltd. | 0.81% | Reduce -2.9% | 2,771,630 | $142.5M |
| Ameriprise Financial Inc. | 0.04% | Add +1.7% | 2,769,631 | $142.4M |
| Northern Trust Corp. | 0.02% | Add +4.9% | 2,303,647 | $118.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 2,264,675 | $116.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +91.8% | 2,195,617 | $112.9M |
| Capital International Investors | 0.02% | Add +0.8% | 2,075,774 | $106.7M |
| Millennium Management | 0.09% | Reduce -71.1% | 1,991,908 | $102.4M |
| Frontier Capital Management Co. LLC | 0.90% | Reduce -28.4% | 1,887,159 | $97.0M |
| Bank of America Corp. | 0.01% | Add +23.5% | 1,870,662 | $96.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -2.1% | 1,571,195 | $80.8M |
| Davis Asset Management, L.P. | 3.00% | No change | 1,500,000 | $77.1M |
| Baron Capital (BAMCO) | 0.21% | Reduce -5.9% | 1,492,785 | $76.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 1,474,556 | $75.8M |
| Verition Fund Management LLC | 0.42% | Add +13878.9% | 1,369,376 | $70.4M |
| FMR LLC | 0.00% | Reduce -47.3% | 1,362,078 | $70.0M |
| Markel Group | 0.58% | No change | 1,327,000 | $68.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 1,058,721 | $54.4M |
| Russell Investments Group, Ltd. | 0.07% | Add +1.3% | 1,039,702 | $53.4M |
| Private Management Group Inc. | 1.57% | Add +6.6% | 940,870 | $48.4M |
| Invesco Ltd. | 0.01% | Add +7.4% | 798,017 | $41.0M |
| LGT Capital Partners LTD. | 1.74% | Reduce -6.5% | 764,000 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -53.6% | 692,383 | $35.6M |
| Barclays PLC | 0.01% | Add +47.8% | 667,073 | $34.3M |
| Franklin Street Advisors Inc. | 2.12% | Reduce -3.7% | 666,362 | $34.3M |
| Holocene Advisors, LP | 0.08% | Add +43.2% | 665,876 | $34.2M |
| Rhumbline Advisers | 0.03% | Add +8.8% | 656,707 | $33.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.6% | 633,135 | $32.5M |
| Polaris Capital Management, LLC | 2.15% | Reduce -4.0% | 627,700 | $32.3M |
| Argent Capital Management LLC | 0.92% | Reduce -9.0% | 625,786 | $32.2M |
| Azora Capital LP | 1.39% | New | 599,052 | $30.8M |
| Alyeska Investment Group, L.P. | 0.10% | New | 549,334 | $28.2M |
| Gillson Capital LP | 2.14% | New | 544,213 | $28.0M |
| Assetmark, Inc. | 0.06% | Add +16.2% | 523,748 | $26.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +7.0% | 523,381 | $26.9M |
| Deprince Race & Zollo Inc. | 0.54% | Add +9.7% | 505,538 | $26.0M |
| Weiss Asset Management LP | 0.48% | New | 495,199 | $25.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.7% | 487,243 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 485,126 | $24.9M |
| Sirios Capital Management L P | 3.43% | Reduce -1.4% | 460,694 | $23.7M |
| Walleye Capital LLC | 0.22% | New | 420,528 | $21.6M |
| California Public Employees Retirement System | 0.01% | Add +21.2% | 408,897 | $21.0M |
| Nuveen, LLC | 0.01% | Reduce -14.4% | 408,127 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Add +11.0% | 407,512 | $20.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 404,186 | $20.8M |
| Algebris (uk) Ltd. | 3.25% | Reduce -18.5% | 392,871 | $20.2M |
| Citadel Advisors | 0.02% | Reduce -51.3% | 392,050 | $20.2M |
| Sargent Investment Group, LLC | 2.72% | Add +6.7% | 320,037 | $20.1M |
| Eisler Capital Management Ltd. | 0.68% | New | 387,187 | $19.9M |
| Assenagon Asset Management S.A. | 0.03% | Add +0.0% | 386,335 | $19.9M |
| First Trust Advisors LP | 0.02% | Add +513.3% | 374,773 | $19.3M |
| California State Teachers Retirement System | 0.02% | Add +25.0% | 372,519 | $19.1M |
| Natixis Advisors, LLC | 0.03% | Add +164.0% | 369,569 | $19.0M |
| Prana Capital Management, LP | 0.63% | New | 337,997 | $17.4M |
| CastleKnight Management LP | 1.14% | Add +253.6% | 327,076 | $16.8M |
| Allen Mooney & Barnes Investment Advisors LLC | 2.65% | Add +2.6% | 314,434 | $16.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.20% | Add +40.0% | 309,862 | $15.9M |
| Amundi | 0.01% | Reduce -79.8% | 291,215 | $15.9M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 306,899 | $15.8M |
| DNB Asset Management AS | 0.07% | Reduce -5.6% | 305,430 | $15.7M |
| Deutsche Bank AG | 0.01% | Reduce -3.5% | 292,260 | $15.0M |
| Oppenheimer & Co. Inc. | 0.19% | Reduce -2.5% | 282,639 | $14.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +10.1% | 279,811 | $14.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +1.1% | 274,876 | $14.1M |
| CSM Advisors, LLC | 0.40% | Add +7.6% | 266,725 | $13.7M |
| Retirement Systems of Alabama | 0.05% | Add +1.4% | 260,420 | $13.4M |
| Brown Advisory Inc. | 0.02% | Reduce -14.5% | 259,854 | $13.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.3% | 249,578 | $12.8M |
| MetLife Investment Management, LLC | 0.07% | Add +3.8% | 221,951 | $11.4M |
| Korea Investment CORP | 0.03% | Add +55.6% | 221,196 | $11.4M |
| Lazard Asset Management LLC | 0.02% | Reduce -1.6% | 218,682 | $11.2M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -2.4% | 212,902 | $10.9M |
| Bank of Montreal | 0.01% | Reduce -1.6% | 211,607 | $10.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +17.7% | 208,132 | $10.7M |
| Sit Investment Associates Inc. | 0.23% | Reduce 0.0% | 207,235 | $10.7M |
| Channing Capital Management, LLC | 0.29% | Add +15.3% | 203,370 | $10.5M |
| National Bank of Canada | 0.01% | Add +4.6% | 198,498 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -48.6% | 195,018 | $10.0M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 190,250 | $9.8M |
| SOL Capital Management CO | 0.93% | Add +4.5% | 186,570 | $9.6M |
| Wesbanco Bank Inc. | 0.28% | Add +3.2% | 183,506 | $9.4M |
| Van Eck Associates Corp. | 0.01% | Add +10.6% | 179,572 | $9.2M |
| New York State Common Retirement Fund | 0.01% | Add +10.9% | 178,395 | $9.2M |
| Jefferies Financial Group Inc. | 0.16% | New | 175,000 | $9.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.5% | 168,365 | $8.7M |
| Trexquant Investment LP | 0.10% | New | 163,642 | $8.4M |
| Gator Capital Management, LLC | 2.59% | Reduce -0.4% | 161,535 | $8.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Add +0.9% | 160,001 | $8.2M |
| Comerica Bank | 0.03% | Reduce -35.8% | 159,502 | $8.2M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 159,280 | $8.2M |
| Aberdeen Group plc | 0.01% | Add +10.6% | 154,893 | $8.0M |
| Cinctive Capital Management LP | 0.44% | New | 153,541 | $7.9M |
| Galvin, Gaustad & Stein, LLC | 0.68% | New | 150,960 | $7.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.5% | 150,498 | $7.7M |
| AQR Capital Management | 0.01% | Add +160.6% | 149,408 | $7.7M |
| Danske Bank A/S | 0.02% | Add +54.2% | 144,209 | $7.4M |
| Winslow Asset Management Inc. | 1.49% | Add +10.6% | 143,881 | $7.4M |
| American Century Companies Inc. | 0.00% | Add +104.8% | 141,068 | $7.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +37.7% | 137,454 | $7.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.3% | 127,288 | $6.5M |
| APG Asset Management N.V. | 0.02% | Add +3.0% | 146,400 | $6.4M |
| Treasurer of the State of North Carolina | 0.02% | Add +18.4% | 122,168 | $6.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +4.1% | 119,927 | $6.2M |
| HSBC Holdings PLC | 0.00% | Add +11.9% | 118,623 | $6.1M |
| City of London Investment Management Co. Ltd. | 0.52% | No change | 108,837 | $5.6M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -3.2% | 107,463 | $5.5M |
| Lighthouse Investment Partners, LLC | 0.24% | Reduce -24.7% | 107,039 | $5.5M |
| Compagnie Lombard Odier SCmA | 0.07% | No change | 107,005 | $5.5M |
| Citigroup Inc. | 0.00% | Reduce -82.9% | 106,709 | $5.5M |
| TD Asset Management Inc | 0.00% | Reduce -2.6% | 106,373 | $5.5M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -2.4% | 105,961 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.8% | 104,330 | $5.4M |
| Amalgamated Bank | 0.04% | Add +3.3% | 100,436 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +25.4% | 99,739 | $5.1M |
| Texas Yale Capital Corp. | 0.16% | Add +0.9% | 96,699 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.5% | 96,226 | $4.9M |
| Capital International, Inc. | 0.05% | Add +103.1% | 95,772 | $4.9M |
| Forsta Ap-Fonden | 0.03% | Add +65.8% | 94,700 | $4.9M |
| Sei Investments Co. | 0.01% | Add +15.5% | 94,565 | $4.9M |
| LBP Am SA | 0.07% | New | 94,089 | $4.8M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -0.1% | 78,407 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.3% | 93,076 | $4.8M |
| Stephens Inc. | 0.06% | Reduce -0.7% | 89,499 | $4.6M |
| Sound Income Strategies, LLC | 0.26% | New | 89,667 | $4.6M |
| CW Advisors, LLC | 0.04% | New | 89,608 | $4.6M |
| Wellington Shields Capital Management, LLC | 0.78% | Add +11.0% | 89,452 | $4.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +5.5% | 88,795 | $4.6M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -2.6% | 87,601 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +11.8% | 87,237 | $4.5M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 87,232 | $4.5M |
| Fifth Third Bancorp | 0.01% | Reduce -7.9% | 83,297 | $4.3M |
| KBC Group NV | 0.01% | Add +35.2% | 82,846 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +20.4% | 81,195 | $4.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.23% | Reduce -2.7% | 81,185 | $4.2M |
| Stanley-Laman Group, Ltd. | 0.62% | Reduce -7.5% | 81,038 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -43.3% | 80,834 | $4.2M |
| Point72 Europe (London) LLP | 0.21% | New | 77,800 | $4.0M |
| KLP Kapitalforvaltning As | 0.02% | Add +8.5% | 76,800 | $3.9M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +3.5% | 76,149 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 75,368 | $3.9M |
| one8zero8, LLC | 0.91% | Reduce -2.0% | 75,230 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.4% | 74,907 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -43.6% | 73,802 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 73,030 | $3.8M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +7.8% | 72,682 | $3.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -3.0% | 72,029 | $3.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +862.7% | 71,336 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +75.8% | 74,943 | $3.6M |
| Miller Value Partners | 1.53% | No change | 70,000 | $3.6M |
| Kerusso Capital Management LLC | 2.21% | Add +0.1% | 69,573 | $3.6M |
| Arizona State Retirement System | 0.02% | Add +2.0% | 68,570 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +257.4% | 69,561 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 67,580 | $3.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -3.0% | 65,292 | $3.4M |
| Aquatic Capital Management LLC | 0.07% | New | 65,016 | $3.3M |
| PEAK6 LLC | 0.11% | New | 63,685 | $3.3M |
| Augustine Asset Management Inc. | 0.87% | Add +2.2% | 63,290 | $3.3M |
| Woodbridge Co Ltd | 0.01% | — | 63,000 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +21.3% | 61,721 | $3.2M |
| Louisiana State Employees Retirement System | 0.06% | Add +1.4% | 59,900 | $3.1M |
| Toronto Dominion Bank | 0.01% | Add +15.8% | 59,560 | $3.1M |
| Coastal Bridge Advisors, LLC | 0.25% | Reduce -0.7% | 59,105 | $3.0M |
| Dark Forest Capital Management LP | 0.12% | Add +75.0% | 56,326 | $2.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.5% | 54,744 | $2.8M |
| Integrated Advisors Network LLC | 0.13% | New | 54,150 | $2.8M |
| Andra AP-fonden | 0.04% | Reduce -56.9% | 54,000 | $2.8M |
| Franklin Resources Inc. | 0.00% | Reduce -3.0% | 52,384 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.4% | 52,206 | $2.7M |
| Handelsbanken Fonder AB | 0.01% | Reduce -10.5% | 51,300 | $2.6M |
| GFG Capital, LLC | 0.79% | Add +12.1% | 51,253 | $2.6M |
| State of Michigan Retirement System | 0.01% | Add +1.4% | 51,200 | $2.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +20.4% | 50,265 | $2.6M |
| Twin Capital Management Inc. | 0.27% | Add +3.4% | 50,137 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 49,111 | $2.5M |
| IFM Investors Pty Ltd | 0.02% | Add +5.8% | 48,590 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -36.4% | 47,788 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +1.4% | 47,573 | $2.4M |
| Sierra Capital LLC | 0.28% | No change | 47,513 | $2.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +103.3% | 45,717 | $2.3M |
| Empire Financial Management Company, LLC | 0.67% | Add +3.5% | 45,000 | $2.3M |
| New York State Teachers Retirement System | 0.00% | No change | 44,246 | $2.3M |
| Gotham Asset Management | 0.01% | No change | 43,727 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +1.9% | 43,686 | $2.2M |
| New Mexico Educational Retirement Board | 0.07% | No change | 43,600 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.6% | 42,103 | $2.2M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +0.6% | 42,023 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | No change | 41,522 | $2.1M |
| Xponance LLC | 0.02% | Add +6.2% | 39,059 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.6% | 38,749 | $2.0M |
| Utah Retirement Systems | 0.02% | Add +6.2% | 38,324 | $2.0M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -3.5% | 38,283 | $2.0M |
| Hilltop Holdings Inc. | 0.12% | Reduce -2.0% | 37,697 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 37,434 | $1.9M |
| Diversified Trust Co. | 0.04% | Reduce -7.4% | 37,346 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -16.9% | 36,934 | $1.9M |
| Tredje AP-fonden | 0.01% | Add +111.6% | 36,007 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Add +4.9% | 35,635 | $1.8M |
| Wolverine Trading, LLC | 0.05% | Add +29.5% | 35,483 | $1.8M |
| PARK CIRCLE Co | 1.53% | No change | 34,765 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.9% | 34,163 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -19.0% | 32,976 | $1.7M |
| Meketa Investment Group Inc. | 4.96% | Reduce -74.3% | 31,869 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | New | 31,811 | $1.6M |
| Amica Mutual Insurance Co. | 0.16% | Reduce -9.9% | 31,766 | $1.6M |
| STRS Ohio | 0.01% | Add +8.9% | 31,570 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +12.9% | 30,272 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +6.9% | 29,219 | $1.5M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.6% | 29,044 | $1.5M |
| Banque Pictet & Cie SA | 0.02% | No change | 28,700 | $1.5M |
| Moody National Bank Trust Division | 0.13% | Add +1.9% | 28,505 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | New | 27,850 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +93.3% | 27,115 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +7.0% | 26,879 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.3% | 26,867 | $1.4M |
| Swedbank AB | 0.00% | No change | 26,842 | $1.4M |
| Jeppson Wealth Management, LLC | 0.47% | Reduce -1.5% | 26,709 | $1.4M |
| Zhang Financial LLC | 0.06% | Add +30.9% | 26,608 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.4% | 26,529 | $1.4M |
| Waterfront Wealth Inc. | 0.30% | No change | 26,063 | $1.3M |
| OP Asset Management Ltd | 0.02% | No change | 25,738 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -8.8% | 24,872 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 24,699 | $1.3M |
| Bank of Nova Scotia | 0.00% | New | 24,470 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.2% | 24,268 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -22.5% | 24,025 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.1% | 23,950 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Reduce -4.5% | 23,721 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -8.1% | 23,605 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +98.0% | 21,638 | $1.2M |
| Pinebridge Investments, L.P. | 0.01% | Add +26.6% | 22,846 | $1.2M |
| &partners | 0.01% | Reduce -3.1% | 22,842 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +12.8% | 22,737 | $1.2M |
| iSAM Funds (UK) Ltd | 0.23% | Add +177.0% | 20,815 | $1.1M |
| Carson Advisory Inc. | 0.68% | Add +12.5% | 20,726 | $1.1M |
| Axq Capital, LP | 0.34% | Add +118.4% | 20,570 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,098 | $1.0M |
| Hoertkorn Richard Charles | 0.44% | Reduce -16.7% | 20,000 | $1.0M |
| Creative Planning | 0.00% | Add +31.8% | 19,976 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -0.5% | 19,891 | $1.0M |
| Nordea Investment Management AB | 0.00% | Add +13.7% | 19,780 | $1.0M |
| Intrepid Capital Management Inc. | 0.52% | Add +5.8% | 19,245 | $989K |
| Blair William & Co. | 0.00% | Reduce -10.6% | 19,179 | $986K |
| Daiwa Securities Group Inc. | 0.00% | Add +2.7% | 19,173 | $985K |
| SMH Capital Advisors Inc. | 2.22% | Reduce -1.9% | 19,052 | $979K |
| Garrison Bradford & Associates Inc. | 1.08% | Add +25.5% | 18,943 | $974K |
| Daymark Wealth Partners, LLC | 0.04% | Add +88.8% | 18,909 | $972K |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.3% | 18,275 | $965K |
| QRG Capital Management, Inc. | 0.01% | Reduce -11.8% | 18,374 | $944K |
| Journey Strategic Wealth LLC | 0.03% | Add +40.3% | 18,240 | $938K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -36.5% | 18,168 | $934K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.7% | 17,678 | $909K |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.0% | 17,647 | $907K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.6% | 17,596 | $904K |
| Jain Global LLC | 0.01% | New | 17,555 | $902K |
| Sterling Capital Management LLC | 0.01% | Add +43.0% | 17,409 | $895K |
| Quantinno Capital Management LP | 0.00% | New | 17,201 | $884K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.3% | 17,193 | $884K |
| Benjamin Edwards Inc. | 0.01% | Add +2.5% | 17,111 | $880K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 16,848 | $866K |
| O'ROURKE & COMPANY, Inc | 0.40% | Reduce -4.0% | 16,508 | $849K |
| Synovus Financial Corp. | 0.01% | Add +1.7% | 16,417 | $844K |
| Pathstone Holdings, LLC | 0.00% | Add +136.5% | 16,359 | $841K |
| Securian Asset Management, Inc. | 0.02% | Add +1.7% | 16,226 | $834K |
| 44 Wealth Management LLC | 0.30% | Add +40.7% | 16,212 | $833K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 15,720 | $808K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 15,658 | $805K |
| TD Private Client Wealth LLC | 0.02% | Add +53.7% | 15,480 | $796K |
| Avanza Fonder AB | 0.02% | No change | 15,407 | $792K |
| Aster Capital Management (DIFC) Ltd | 0.18% | New | 15,355 | $789K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.6% | 15,022 | $772K |
| Stamos Capital Partners, L.P. | 0.14% | Add +61.8% | 14,707 | $756K |
| Stablepoint Partners, LLC | 0.13% | Add +10.5% | 14,560 | $748K |
| CIBC Asset Management Inc | 0.00% | Add +0.4% | 14,148 | $727K |
| First Manhattan Co. Llc. | 0.00% | No change | 14,075 | $723K |
| US Bancorp \de | 0.00% | Reduce -26.8% | 13,724 | $705K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -17.4% | 13,663 | $702K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.3% | 13,186 | $678K |
| CenterBook Partners LP | 0.04% | New | 13,004 | $668K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 13,000 | $668K |
| SYM FINANCIAL Corp | 0.07% | Reduce -13.5% | 12,985 | $667K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -93.3% | 12,941 | $665K |
| DAVENPORT & Co LLC | 0.00% | Add +6.3% | 12,731 | $654K |
| Maryland State Retirement & Pension System | 0.01% | Add +24.2% | 12,711 | $653K |
| Park Avenue Securities LLC | 0.01% | Add +12.2% | 12,682 | $652K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +25.2% | 12,549 | $645K |
| Guinness Asset Management LTD | 0.01% | Add +2.4% | 12,417 | $638K |
| Stiles Financial Services Inc | 0.22% | Add +0.4% | 12,174 | $626K |
| Janus Henderson Group PLC | 0.00% | Reduce -6.3% | 12,173 | $626K |
| Brevan Howard Capital Management LP | 0.01% | New | 12,036 | $619K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +33.9% | 11,775 | $605K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -32.0% | 11,721 | $602K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.9% | 11,673 | $600K |
| North Star Investment Management Corp. | 0.04% | Reduce -2.0% | 11,625 | $598K |
| Macquarie Group Ltd. | 0.00% | No change | 11,544 | $593K |
| McGowan Group Asset Management, Inc. | 0.08% | Add +2.6% | 11,457 | $589K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.3% | 11,278 | $580K |
| Cwm, LLC | 0.00% | Add +51.6% | 11,262 | $579K |
| Promethium Advisors,llc | 0.35% | Reduce -10.7% | 11,223 | $577K |
| Retirement Planning Co of New England, Inc. | 0.26% | Reduce -1.2% | 11,171 | $574K |
| Moors & Cabot, Inc. | 0.03% | Add +2.1% | 11,029 | $567K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 11,000 | $565K |
| Diversify Advisory Services, LLC | 0.02% | New | 8,719 | $565K |
| Carret Asset Management, LLC | 0.06% | Reduce -2.5% | 10,915 | $561K |
| Bearing Point Capital, LLC | 0.10% | Add +10.7% | 10,835 | $557K |
| Fort Sheridan Advisors LLC | 0.08% | No change | 10,800 | $555K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.3% | 10,703 | $550K |
| TBH Global Asset Management, LLC | 0.12% | Reduce -9.8% | 10,625 | $546K |
| AXA S.A. | 0.00% | Add +1.3% | 10,578 | $544K |
| NewEdge Wealth, LLC | 0.01% | Add +4.1% | 8,801 | $542K |
| Tritonpoint Wealth, LLC | 0.05% | Add +0.0% | 10,513 | $540K |
| Sterneck Capital Management, LLC | 0.27% | No change | 10,469 | $538K |
| Stonegate Investment Group, LLC | 0.01% | Add +18.4% | 10,077 | $518K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -2.1% | 10,012 | $515K |
| Aviva PLC | 0.00% | Add +24.8% | 9,916 | $510K |
| Old Mission Capital LLC | 0.01% | New | 9,780 | $503K |
| Cibc World Markets Corp. | 0.00% | Reduce -7.6% | 9,777 | $503K |
| ProShare Advisors LLC | 0.00% | Add +5.1% | 9,453 | $486K |
| Legacy Financial Advisors, Inc. | 0.08% | New | 9,427 | $485K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -27.6% | 9,238 | $475K |
| Kovack Advisors, Inc. | 0.05% | Add +13.3% | 9,012 | $463K |
| Fiduciary Group, LLC | 0.04% | No change | 9,000 | $463K |
| Storebrand Asset Management As | 0.00% | Reduce -52.4% | 8,940 | $460K |
| E&G Advisors, LLC | 0.11% | No change | 8,600 | $442K |
| SG Americas Securities, LLC | 0.00% | Reduce -96.7% | 8,310 | $427K |
| Allianz Asset Management GmbH | 0.00% | Reduce -66.9% | 8,283 | $426K |
| Segment Wealth Management, LLC | 0.03% | No change | 8,200 | $421K |
| GAMMA Investing LLC | 0.03% | Add +28.4% | 8,042 | $413K |
| Forum Financial Management, LP | 0.01% | Add +8.7% | 8,026 | $413K |
| PFG Investments, LLC | 0.02% | Reduce -0.8% | 7,996 | $411K |
| Two Sigma Securities, LLC | 0.05% | New | 7,908 | $406K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,720 | $397K |
| Shelton Capital Management | 0.01% | Reduce -2.4% | 7,560 | $389K |
| EdgeRock Capital LLC | 0.12% | Add +0.0% | 7,527 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.2% | 7,422 | $381K |
| Everhart Financial Group, Inc. | 0.04% | Add +8.3% | 7,397 | $380K |
| State of Wyoming | 0.05% | New | 7,348 | $378K |
| Bfsg, LLC | 0.04% | Add +3.0% | 7,345 | $378K |
| Vident Advisory, LLC | 0.00% | Add +15.2% | 7,309 | $376K |
| Empowered Funds, LLC | 0.00% | Reduce -84.9% | 7,278 | $374K |
| Triangle Securities Wealth Management | 0.09% | Reduce -4.5% | 7,270 | $374K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -10.0% | 7,189 | $370K |
| Summit Financial, LLC | 0.01% | New | 7,155 | $368K |
| Principle Wealth Partners LLC | 0.02% | Reduce -11.2% | 7,131 | $367K |
| Glenview Trust Co | 0.01% | No change | 7,109 | $365K |
| Keebeck Wealth Management | 0.05% | No change | 7,057 | $363K |
| SlateStone Wealth, LLC | 0.03% | No change | 7,029 | $361K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -5.6% | 7,007 | $360K |
| Fayez Sarofim & Co | 0.00% | No change | 6,849 | $352K |
| 1832 Asset Management L.P. | 0.00% | Reduce -30.6% | 6,735 | $346K |
| Advisors Asset Management, Inc. | 0.01% | New | 6,726 | $346K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,626 | $341K |
| Advisor OS, LLC | 0.03% | No change | 6,552 | $337K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.7% | 6,540 | $336K |
| Equitable Trust Co. | 0.02% | Reduce -92.6% | 6,482 | $333K |
| Focus Partners Wealth | 0.00% | Add +18.8% | 6,457 | $332K |
| Wedmont Private Capital | 0.01% | Add +3.5% | 5,831 | $332K |
| DMC Group, LLC | 0.26% | Reduce -18.3% | 6,389 | $328K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 6,365 | $327K |
| Visionary Wealth Advisors | 0.02% | Add +0.1% | 6,259 | $322K |
| Jones Financial Companies LLLP | 0.00% | Add +21.2% | 6,149 | $315K |
| Westbourne Investment Advisors, Inc. | 0.10% | Add +7.0% | 6,100 | $314K |
| Spirit of America Management Corp. | 0.06% | No change | 6,050 | $311K |
| Three Magnolias Financial Advisors, LLC | 0.21% | No change | 6,000 | $308K |
| Pallas Capital Advisors LLC | 0.01% | New | 6,000 | $308K |
| Pictet North America Advisors SA | 0.03% | No change | 5,950 | $306K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -30.6% | 5,866 | $302K |
| MJP Associates Inc. | 0.04% | Add +10.8% | 5,864 | $301K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -31.5% | 5,845 | $300K |
| Investment Management Corp of Ontario | 0.00% | Reduce -13.6% | 5,709 | $293K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.6% | 5,631 | $289K |
| Prentice Wealth Management LLC | 0.08% | Reduce -3.5% | 5,616 | $289K |
| NewEdge Advisors, LLC | 0.00% | Add +111.2% | 5,516 | $284K |
| Spire Wealth Management | 0.01% | Add +1.8% | 5,460 | $281K |
| Waverly Advisors, LLC | 0.00% | Add +3.9% | 5,373 | $276K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 5,363 | $276K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.4% | 5,320 | $273K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.2% | 5,308 | $273K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.4% | 5,243 | $269K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 5,136 | $264K |
| KRS Capital Management, LLC | 0.18% | No change | 5,120 | $263K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -3.8% | 5,025 | $258K |
| Teza Capital Management LLC | 0.19% | Add +8.5% | 5,013 | $258K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 5,000 | $257K |
| Center For Asset Management LLC | 0.16% | Add +8.0% | 5,033 | $254K |
| Twin Tree Management, LP | 0.01% | New | 4,909 | $252K |
| M&T Bank Corp | 0.00% | Reduce -6.8% | 4,835 | $249K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,749 | $244K |
| Mgo One Seven LLC | 0.01% | New | 4,725 | $243K |
| Stelac Advisory Services LLC | 0.09% | Add +81.8% | 4,686 | $241K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 4,679 | $241K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 4,465 | $236K |
| American Trust | 0.02% | New | 4,564 | $235K |
| Vestcor Inc | 0.01% | Reduce -0.5% | 4,543 | $234K |
| Investment Partners Asset Management, Inc. | 0.16% | New | 4,528 | $233K |
| Profund Advisors LLC | 0.01% | Reduce -5.4% | 4,528 | $233K |
| Herold Advisors, Inc. | 0.05% | New | 4,500 | $231K |
| Schroder Investment Management Group | 0.00% | Reduce -74.7% | 4,486 | $231K |
| International Assets Investment Management, LLC | 0.02% | New | 4,458 | $229K |
| EntryPoint Capital, LLC | 0.11% | New | 4,452 | $229K |
| Regatta Capital Group, LLC | 0.04% | Reduce -13.9% | 4,431 | $228K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -20.7% | 4,419 | $227K |
| Cornerstone Select Advisors, LLC | 0.20% | New | 4,415 | $227K |
| Barrett & Company, Inc. | 0.08% | No change | 4,406 | $226K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,403 | $226K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -62.2% | 4,361 | $224K |
| Bank Pictet & Cie (Europe) AG | 0.00% | New | 4,250 | $218K |
| Merit Financial Group, LLC | 0.00% | New | 4,246 | $218K |
| Mirador Capital Partners LP | 0.04% | New | 4,243 | $218K |
| Tranquility Partners, LLC | 0.08% | New | 4,242 | $218K |
| Absolute Gestao de Investimentos Ltda. | 0.07% | New | 4,235 | $218K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +300.3% | 4,163 | $214K |
| Whetstone Capital Advisors, LLC | 0.06% | New | 4,093 | $210K |
| Revisor Wealth Management LLC | 0.07% | New | 3,528 | $206K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | No change | 4,008 | $206K |
| Breed's Hill Capital LLC | 0.10% | New | 4,000 | $206K |
| UniSuper Management Pty Ltd | 0.00% | New | 4,000 | $206K |
| Guggenheim Capital LLC | 0.00% | New | 3,969 | $204K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 3,949 | $203K |
| FJ Capital Management LLC | 0.02% | New | 3,946 | $203K |
| National Pension Service | 0.00% | Add +340.5% | 3,828 | $197K |
| Brooklyn Investment Group | 0.03% | Add +260.2% | 3,825 | $197K |
| UMB Bank, n.a. | 0.00% | Add +10.1% | 3,792 | $195K |
| CI Investments Inc. | 0.00% | Reduce -20.9% | 3,698 | $190K |
| Western Pacific Wealth Management, LP | 0.17% | Add +0.3% | 3,356 | $172K |
| Larson Financial Group LLC | 0.01% | Add +37.2% | 3,287 | $169K |
| Siemens Fonds Invest GmbH | 0.01% | Add +25.5% | 3,155 | $162K |
| Leonteq Securities AG | 0.01% | Reduce -14.3% | 3,146 | $162K |
| Amica Retiree Medical Trust | 0.23% | Reduce -12.9% | 3,086 | $159K |
| Towne Trust Company, N.A | 0.05% | No change | 3,000 | $154K |
| North Capital, Inc. | 0.13% | No change | 2,843 | $146K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,562 | $130K |
| Bessemer Group Inc. | 0.00% | Add +95.7% | 2,381 | $122K |
| Tower View Wealth Management LLC | 0.06% | Add +0.8% | 2,231 | $115K |
| CENTRAL TRUST Co | 0.00% | No change | 2,120 | $109K |
| Ramirez Asset Management, Inc. | 0.02% | Reduce -8.7% | 2,100 | $108K |
| Wellington Shields & Co., LLC | 0.03% | Reduce -9.4% | 2,098 | $108K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 2,045 | $105K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,000 | $101K |
| AlphaQuest LLC | 0.01% | Add +28.8% | 1,937 | $100K |
| Optimum Investment Advisors | 0.04% | Reduce -18.2% | 1,800 | $93K |
| Huntington National Bank | 0.00% | Add +3.8% | 1,787 | $92K |
| Hantz Financial Services, Inc. | 0.00% | Add +2560.9% | 1,703 | $88K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,700 | $87K |
| Principal Securities, Inc. | 0.00% | Add +20.2% | 1,687 | $87K |
| Iron Horse Wealth Management, LLC | 0.03% | New | 1,664 | $86K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 1,560 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.9% | 1,554 | $80K |
| Valley National Advisers Inc. | 0.01% | Add +31.4% | 1,520 | $78K |
| IFP Advisors, Inc | 0.00% | Reduce -39.7% | 680 | $78K |
| Gold Investment Management Ltd. | 0.03% | No change | 1,382 | $73K |
| Ostrum Asset Management | 0.00% | Reduce -2.9% | 1,400 | $72K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -16.3% | 1,331 | $68K |
| Rothschild Investment LLC | 0.00% | Add +2.0% | 1,255 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.1% | 1,200 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.2% | 1,150 | $59K |
| Retirement Wealth Solutions LLC | 0.04% | Add +8.6% | 1,117 | $57K |
| Delos Wealth Advisors, LLC | 0.04% | New | 1,003 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,001 | $51K |
| LRI Investments, LLC | 0.00% | New | 897 | $46K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -32.1% | 882 | $45K |
| CVA Family Office, LLC | 0.01% | Reduce -1.9% | 865 | $44K |
| Optiver Holding B.V. | 0.00% | New | 799 | $41K |
| Ameritas Advisory Services, LLC | 0.00% | New | 737 | $38K |
| NewSquare Capital LLC | 0.00% | Reduce -23.6% | 667 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.3% | 665 | $34K |
| Raffa Wealth Management, LLC | 0.01% | New | 653 | $34K |
| Essential Partners LLC | 0.01% | — | 590 | $30K |
| Private Trust Co. NA | 0.00% | Reduce -7.2% | 590 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +19.8% | 582 | $30K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -8.6% | 487 | $29K |
| Main Street Group, LTD | 0.01% | No change | 568 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -55.8% | 512 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 502 | $26K |
| WFA of San Diego, LLC | 0.02% | — | 500 | $26K |
| Golden State Wealth Management, LLC | 0.00% | No change | 500 | $26K |
| Allworth Financial LP | 0.00% | Add +150.3% | 498 | $26K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +20.3% | 491 | $25K |
| Arax Advisory Partners | 0.00% | Reduce -24.3% | 454 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | Add +175.6% | 441 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 439 | $23K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -27.9% | 426 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.3% | 399 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +1.8% | 393 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.4% | 385 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 292 | $19K |
| Kestra Investment Management, LLC | 0.00% | Add +23.1% | 357 | $18K |
| Covestor Ltd | 0.01% | Add +10.1% | 337 | $17K |
| Proathlete Wealth Management LLC | 0.00% | No change | 297 | $15K |
| Tsfg, LLC | 0.00% | No change | 300 | $15K |
| Fortitude Family Office, LLC | 0.00% | Add +97.9% | 277 | $14K |
| NBT Bank, N.A. | 0.00% | No change | 266 | $14K |
| Signaturefd, LLC | 0.00% | Reduce -11.2% | 262 | $13K |
| Hemington Wealth Management | 0.00% | Add +27.7% | 272 | $13K |
| Atticus Wealth Management, LLC | 0.00% | No change | 250 | $13K |
| Clearstead Trust, LLC | 0.00% | New | 250 | $13K |
| MAI Capital Management | 0.00% | Reduce -70.6% | 249 | $13K |
| Darwin Wealth Management, LLC | 0.00% | New | 239 | $12K |
| Acadian Asset Management LLC | 0.00% | Reduce -47.9% | 237 | $12K |
| Clark Wealth Partners | 0.01% | Reduce -62.0% | 226 | $12K |
| Binnacle Investments Inc | 0.01% | Add +3.4% | 211 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +26.1% | 203 | $10K |
| Berbice Capital Management LLC | 0.01% | No change | 200 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 200 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.1% | 199 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -93.8% | 182 | $9K |
| Colonial Trust Co / SC | 0.00% | Add +23.9% | 171 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +31.8% | 170 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +14.1% | 170 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 125 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -38.5% | 120 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -37.0% | 116 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -16.7% | 105 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -11.1% | 104 | $5K |
| Vision Financial Markets LLC | 0.00% | Add +1.0% | 102 | $5K |
| Ossiam | 0.00% | Reduce -96.9% | 90 | $5K |
| SouthState Bank Corp | 0.00% | Add +19.7% | 79 | $4K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 65 | $3K |
| Avion Wealth | 0.00% | Add +36.4% | 60 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 66 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +189.5% | 55 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -50.0% | 54 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.4% | 45 | $2K |
| True Wealth Design, LLC | 0.00% | Add +340.0% | 44 | $2K |
| S&T Bank | 0.00% | Reduce -34.9% | 41 | $2K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 36 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -50.7% | 35 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 35 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -41.7% | 28 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +126.7% | 34 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 34 | $2K |
| Versant Capital Management, Inc | 0.00% | New | 31 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -45.6% | 25 | $1K |
| IFS Advisors, LLC | 0.00% | No change | 23 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -37.8% | 23 | $1K |
| Kilter Group LLC | 0.00% | New | 21 | $1K |
| Tobam | 0.00% | No change | 24 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 18 | $925 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +200.0% | 15 | $771 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -57.1% | 15 | $771 |
| Valued Wealth Advisors LLC | 0.00% | No change | 14 | $720 |
| HFM Investment Advisors, LLC | 0.00% | Add +75.0% | 14 | $720 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +160.0% | 13 | $668 |
| American Capital Advisory, LLC | 0.00% | New | 11 | $566 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -98.1% | 11 | $565 |
| Total Investment Management Inc. | 0.00% | New | 11 | $565 |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $514 |
| Quaker Wealth Management, LLC | 0.00% | — | 7 | $360 |
| Financial Management Professionals, Inc. | 0.00% | New | 7 | $360 |
| Pacer Advisors, Inc. | 0.00% | Reduce -100.0% | 6 | $308 |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +500.0% | 6 | $308 |
| Tortoise Investment Management, LLC | 0.00% | New | 5 | $257 |
| MV Capital Management, Inc. | 0.00% | New | 4 | $206 |
| CoreCap Advisors, LLC | 0.00% | Reduce -90.0% | 3 | $154 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 121 | $148 |
| Crewe Advisors LLC | 0.00% | No change | 2 | $103 |
| Birchbrook, Inc. | 0.00% | No change | 53 | $65 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $52 |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.