ChemedCHE
13F holders, Q3 2024 (September 30)529holders +14
61new positions
50sold out
9famous investors
$600.81avg. 13F price*
At the end of Q3 2024, 529 institutions reported holding Chemed Corp. (CHE) in their 13F filings, up 14 from Q2 2024. 61 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($854.1M) and Kayne Anderson Rudnick Investment Management LLC ($356.3M). 9 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Chemed Corp.
- CUSIP
- 16359R103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $101.2M |
| Exits | 50 | $342.5M |
All 13F filers, Q2 2024 → Q3 2024: 840,799 shares bought and 1,080,398 shares sold, net −239,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.3% | 1,666,553 | $1.0B |
| BlackRock, Inc. | 0.02% | — | 1,421,167 | $854.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.79% | Add +2.2% | 592,954 | $356.3M |
| Neuberger Berman Group LLC | 0.23% | Reduce -1.4% | 495,753 | $297.9M |
| William Blair Investment Management, LLC | 0.72% | Add +2.2% | 485,782 | $291.9M |
| State Street Corp. | 0.01% | Add +0.8% | 464,354 | $279.1M |
| Morgan Stanley | 0.02% | Reduce -3.1% | 420,518 | $252.7M |
| Geode Capital Management, LLC | 0.02% | Add +4.9% | 335,443 | $201.8M |
| Impax Asset Management Group plc | 0.79% | Add +4.7% | 332,757 | $200.0M |
| TD Asset Management Inc | 0.15% | Add +3.5% | 292,660 | $175.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.2% | 246,476 | $148.1M |
| Epoch Investment Partners, Inc. | 0.65% | Add +7.6% | 240,070 | $144.3M |
| FMR LLC | 0.01% | Add +23.8% | 238,616 | $143.4M |
| Ameriprise Financial Inc. | 0.04% | Add +60.3% | 235,105 | $141.3M |
| Boston Trust Walden Corp | 0.92% | Reduce -0.6% | 220,067 | $132.3M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -0.0% | 200,686 | $120.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +17.4% | 180,670 | $108.6M |
| Acadian Asset Management LLC | 0.33% | Reduce -1.0% | 178,101 | $107.0M |
| Norges Bank | 0.01% | Add +1.0% | 176,444 | $106.0M |
| Invesco Ltd. | 0.02% | Reduce -6.0% | 175,187 | $105.3M |
| Northern Trust Corp. | 0.02% | Reduce -2.3% | 174,825 | $105.1M |
| TimesSquare Capital Management, LLC | 1.50% | Add +7.5% | 167,135 | $100.4M |
| DekaBank Deutsche Girozentrale | 0.17% | Add +5.2% | 155,267 | $91.8M |
| Thrivent Financial for Lutherans | 0.17% | Add +25.3% | 146,017 | $87.8M |
| Wells Fargo & Company | 0.02% | Add +3.1% | 141,210 | $84.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.2% | 137,417 | $82.6M |
| Van Berkom & Associates Inc. | 2.24% | Add +4.4% | 135,683 | $81.5M |
| Copeland Capital Management, LLC | 1.36% | Add +1.0% | 129,789 | $78.0M |
| EULAV Asset Management | 1.81% | No change | 123,499 | $74.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.1% | 122,788 | $73.8M |
| FIL Ltd | 0.06% | No change | 118,600 | $71.3M |
| Schwartz Investment Counsel Inc. | 2.52% | Reduce -0.2% | 117,990 | $70.9M |
| Bank of America Corp. | 0.01% | Add +14.7% | 97,759 | $58.8M |
| Aristotle Capital Boston, LLC | 1.74% | Reduce -2.8% | 87,431 | $52.5M |
| Riverbridge Partners LLC | 0.68% | Reduce -3.3% | 84,873 | $51.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.5% | 77,836 | $46.8M |
| Raymond James & Associates | 0.03% | Add +4.1% | 75,303 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.8% | 73,481 | $44.2M |
| Bridges Investment Management Inc. | 0.61% | Add +3.1% | 72,229 | $43.4M |
| California Public Employees Retirement System | 0.03% | Reduce -7.5% | 70,986 | $42.7M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -2.8% | 70,852 | $42.6M |
| AQR Capital Management | 0.06% | Add +31.2% | 68,365 | $40.9M |
| ProShare Advisors LLC | 0.09% | Add +15.7% | 58,717 | $35.3M |
| Jupiter Asset Management Ltd. | 0.31% | Add +16.6% | 58,188 | $35.0M |
| Rhumbline Advisers | 0.03% | Add +2.1% | 57,953 | $34.8M |
| Ranger Investment Management, L.P. | 2.09% | Add +3.9% | 54,323 | $32.6M |
| Millennium Management | 0.03% | Add +35.9% | 53,459 | $32.1M |
| Renaissance Group LLC | 1.24% | Reduce -13.1% | 49,970 | $30.0M |
| Amundi | 0.01% | Reduce -26.0% | 49,130 | $28.9M |
| Renaissance Technologies | 0.04% | Reduce -22.7% | 47,754 | $28.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +7.8% | 45,920 | $27.6M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | Reduce -0.3% | 44,989 | $27.0M |
| Schroder Investment Management Group | 0.03% | Add +50.3% | 44,828 | $26.9M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 43,566 | $26.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +143.5% | 42,267 | $25.4M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.9% | 42,082 | $25.3M |
| Squarepoint Ops LLC | 0.08% | Add +108.3% | 42,018 | $25.3M |
| Capital World Investors | 0.00% | No change | 42,000 | $25.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.6% | 40,849 | $24.6M |
| Boone Capital Management LLC | 6.14% | New | 39,422 | $23.7M |
| Pictet Asset Management Holding SA | 0.03% | Add +2.2% | 38,871 | $23.4M |
| Sei Investments Co. | 0.03% | Add +4.5% | 38,868 | $23.4M |
| Woodline Partners LP | 0.19% | New | 37,605 | $22.6M |
| Deutsche Bank AG | 0.01% | Add +1825.5% | 35,141 | $21.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -30.8% | 34,867 | $21.0M |
| First Trust Advisors LP | 0.02% | Add +16.2% | 34,336 | $20.6M |
| Moran Wealth Management, LLC | 0.63% | Add +0.2% | 34,023 | $20.4M |
| Legal & General Group Plc | 0.01% | Add +11.6% | 33,731 | $20.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.9% | 33,446 | $20.1M |
| Aptus Capital Advisors, LLC | 0.30% | Add +14.8% | 33,368 | $20.1M |
| Man Group plc | 0.06% | Add +22.2% | 32,778 | $19.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -46.5% | 32,584 | $19.6M |
| Martingale Asset Management L P | 0.44% | Reduce -8.8% | 31,993 | $19.2M |
| UBS Group AG | 0.01% | Add +1.6% | 31,237 | $18.8M |
| Aureus Asset Management, LLC | 1.18% | Add +3147.2% | 29,939 | $18.0M |
| Fort Washington Investment Advisors Inc. | 0.11% | Reduce -15.3% | 29,878 | $18.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +0.4% | 29,159 | $17.5M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 28,100 | $16.9M |
| Alps Advisors Inc. | 0.11% | Add +11.1% | 28,072 | $16.9M |
| Gabelli Funds LLC | 0.12% | No change | 27,383 | $16.5M |
| Fenimore Asset Management Inc | 0.33% | Reduce -0.2% | 27,137 | $16.3M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 26,996 | $16.2M |
| BNP Paribas Financial Markets | 0.02% | Add +36.2% | 26,381 | $15.9M |
| Citadel Advisors | 0.02% | Reduce -35.7% | 25,937 | $15.6M |
| Kennedy Capital Management LLC | 0.34% | Reduce -9.9% | 25,265 | $15.2M |
| Algert Global LLC | 0.37% | Add +100.2% | 23,100 | $13.9M |
| Cabot Wealth Management Inc. | 1.72% | Add +0.9% | 22,961 | $13.8M |
| Formidable Asset Management, LLC | 2.13% | Reduce -0.4% | 22,146 | $13.3M |
| GAMCO Investors | 0.13% | Reduce -1.0% | 21,607 | $13.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -23.0% | 21,425 | $12.9M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 21,037 | $12.6M |
| Bridgewater Associates | 0.07% | Reduce -28.7% | 20,556 | $12.4M |
| State of Alaska, Department of Revenue | 0.13% | Add +0.6% | 19,853 | $11.9M |
| Synergy Asset Management, LLC | 1.74% | New | 19,010 | $11.4M |
| Gotham Asset Management | 0.11% | Reduce -5.9% | 18,130 | $10.9M |
| Teacher Retirement System of Texas | 0.05% | Add +74.1% | 18,067 | $10.9M |
| Corebridge Financial, Inc. | 0.06% | Reduce -7.0% | 17,814 | $10.7M |
| Los Angeles Capital Management LLC | 0.04% | Add +30.4% | 17,723 | $10.7M |
| Bahl & Gaynor LLC | 0.05% | Add +0.5% | 17,694 | $10.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -25.4% | 17,417 | $10.5M |
| Smith Salley Wealth Management | 0.66% | Add +2.9% | 16,681 | $10.0M |
| North Point Portfolio Managers Corp. | 1.59% | Reduce -1.2% | 16,541 | $9.9M |
| Lombard Odier Asset Management (Europe) Ltd | 0.64% | Reduce -8.2% | 16,126 | $9.7M |
| Candriam S.C.A. | 0.06% | Add +64.7% | 16,011 | $9.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.9% | 15,104 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -15.3% | 15,043 | $9.0M |
| Evergreen Capital Management LLC | 0.30% | Add +2.2% | 14,717 | $8.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -25.3% | 14,521 | $8.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -16.0% | 14,214 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +942.1% | 13,995 | $8.4M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 13,706 | $8.2M |
| Oppenheimer & Co. Inc. | 0.12% | Add +0.7% | 13,277 | $8.0M |
| GW&K Investment Management, LLC | 0.07% | Add +27.9% | 13,205 | $7.9M |
| Nordea Investment Management AB | 0.01% | Reduce -4.8% | 13,004 | $7.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.9% | 12,912 | $7.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -42.4% | 12,839 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.7% | 12,660 | $7.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 12,607 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.9% | 12,572 | $7.6M |
| Van Eck Associates Corp. | 0.01% | Add +35.5% | 11,610 | $6.9M |
| HSBC Holdings PLC | 0.00% | Add +7.7% | 11,455 | $6.9M |
| Boston Partners | 0.01% | Reduce -25.1% | 11,283 | $6.8M |
| LPL Financial LLC | 0.00% | Add +37.2% | 10,667 | $6.4M |
| Holocene Advisors, LP | 0.03% | Add +14.8% | 10,470 | $6.3M |
| Edgestream Partners, L.P. | 0.28% | Reduce -23.7% | 10,411 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +17.6% | 10,299 | $6.2M |
| Capital Insight Partners, LLC | 1.06% | Add +3.2% | 10,094 | $6.1M |
| Barclays PLC | 0.00% | Reduce -16.1% | 9,795 | $5.9M |
| Keybank National Association | 0.02% | Add +0.4% | 9,629 | $5.8M |
| Texas Yale Capital Corp. | 0.25% | No change | 9,573 | $5.8M |
| HRT Financial LP | 0.03% | Reduce -18.7% | 9,428 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.5% | 9,190 | $5.5M |
| Mariner, LLC | 0.01% | Reduce -0.1% | 9,188 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1895.4% | 9,179 | $5.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +76.6% | 8,984 | $5.4M |
| Johnson Investment Counsel Inc. | 0.05% | Add +10.1% | 8,893 | $5.3M |
| Franklin Resources Inc. | 0.00% | Add +21.3% | 8,800 | $5.3M |
| Polar Capital Holdings Plc | 0.03% | Add +5.5% | 8,658 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -48.5% | 8,558 | $5.1M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -6.2% | 8,135 | $4.9M |
| Truist Financial Corp. | 0.01% | Reduce -5.8% | 8,122 | $4.9M |
| Fisher Asset Management | 0.00% | Add +0.0% | 7,996 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.4% | 7,845 | $4.7M |
| Linden Thomas Advisory Services, LLC | 0.62% | Reduce -0.3% | 7,572 | $4.6M |
| William Allan Corp | 2.74% | Reduce -0.3% | 7,351 | $4.4M |
| Amalgamated Bank | 0.04% | Reduce -6.4% | 7,185 | $4.3M |
| Crawford Fund Management, LLC | 3.17% | New | 7,150 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.9% | 6,909 | $4.2M |
| Comerica Bank | 0.02% | Reduce -10.1% | 6,882 | $4.1M |
| Townsquare Capital LLC | 0.05% | New | 6,848 | $4.1M |
| LRT Capital Management, LLC | 3.75% | Reduce -4.8% | 6,710 | $4.0M |
| Norden Group LLC | 0.48% | New | 6,708 | $4.0M |
| Janus Henderson Group PLC | 0.00% | No change | 6,701 | $4.0M |
| Keeley-Teton Advisors, LLC | 0.44% | Add +9.8% | 6,620 | $4.0M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -39.6% | 6,614 | $4.0M |
| Eukles Asset Management | 1.58% | Reduce -1.9% | 6,557 | $3.9M |
| Cape Cod Five Cents Savings Bank | 0.36% | Add +1.5% | 6,536 | $3.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.5% | 6,486 | $3.9M |
| Laurus Global Equity Management Inc. | 1.50% | No change | 4,760 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 6,382 | $3.8M |
| Mackenzie Financial Corp. | 0.01% | Add +8.3% | 6,209 | $3.7M |
| Commerce Bank | 0.02% | Add +0.7% | 6,207 | $3.7M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -2.7% | 6,122 | $3.7M |
| Covea Finance | 0.16% | Reduce -7.7% | 6,000 | $3.6M |
| Sugarloaf Wealth Management, LLC | 0.59% | Add +3.1% | 5,865 | $3.5M |
| NewEdge Wealth, LLC | 0.06% | Add +5.8% | 5,862 | $3.5M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +6.3% | 5,835 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -12.1% | 5,826 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.4% | 5,794 | $3.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.02% | New | 5,557 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -42.6% | 5,473 | $3.3M |
| Inspire Investing, LLC | 0.33% | Add +5.6% | 5,409 | $3.3M |
| Jane Street Group, LLC | 0.01% | Reduce -56.9% | 5,245 | $3.2M |
| Agf Management Ltd. | 0.02% | Add +28.8% | 5,182 | $3.1M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 5,137 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -20.0% | 5,101 | $3.1M |
| Centaurus Financial, Inc. | 0.19% | Add +136.2% | 5,071 | $3.0M |
| Caisse de depot et placement du Quebec | 0.01% | New | 4,912 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -1.9% | 4,788 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -2.6% | 4,773 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -2.8% | 4,638 | $2.8M |
| Second Line Capital, LLC | 0.75% | Add +17.1% | 4,597 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.1% | 4,519 | $2.7M |
| Fifth Third Bancorp | 0.01% | Reduce -17.5% | 4,403 | $2.6M |
| Vestcor Inc | 0.08% | Add +35.4% | 4,351 | $2.6M |
| Trust Point Inc. | 0.19% | Reduce -0.6% | 4,288 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.3% | 4,200 | $2.5M |
| Arizona State Retirement System | 0.02% | Add +2.9% | 4,142 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -1.8% | 4,052 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -45.6% | 3,982 | $2.4M |
| American Century Companies Inc. | 0.00% | Add +0.8% | 3,923 | $2.4M |
| MAI Capital Management | 0.02% | Reduce -14.1% | 3,916 | $2.4M |
| ING Groep NV | 0.01% | Add +129.4% | 3,900 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,900 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +8.4% | 3,872 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -43.6% | 3,859 | $2.3M |
| Assenagon Asset Management S.A. | 0.00% | New | 3,829 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +78.0% | 3,730 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +6.0% | 3,694 | $2.2M |
| State of Michigan Retirement System | 0.01% | No change | 3,609 | $2.2M |
| Consolidated Investment Group LLC | 0.32% | No change | 3,600 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -1.2% | 3,339 | $2.0M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -4.8% | 3,328 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 3,318 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +82.0% | 3,280 | $2.0M |
| Wellington Management Group LLP | 0.00% | Reduce -95.3% | 3,242 | $1.9M |
| Bank of Nova Scotia | 0.00% | Add +0.8% | 3,174 | $1.9M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | Add +7.4% | 3,165 | $1.9M |
| Hanson & Doremus Investment Management | 0.30% | Reduce -0.9% | 3,134 | $1.9M |
| Waratah Capital Advisors Ltd. | 0.11% | Add +2.9% | 3,111 | $1.9M |
| Signal Advisors Wealth, LLC | 0.27% | New | 3,109 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.07% | New | 3,076 | $1.8M |
| Brevan Howard Capital Management LP | 0.09% | Add +228.7% | 3,054 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -3.6% | 3,031 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 3,000 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.5% | 3,156 | $1.8M |
| West Coast Financial LLC | 0.20% | Reduce -19.0% | 2,998 | $1.8M |
| Prudential PLC | 0.01% | Reduce -77.2% | 2,993 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +87.9% | 2,973 | $1.8M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -8.5% | 2,960 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -64.3% | 2,943 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Reduce -15.0% | 2,895 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Reduce -0.7% | 2,876 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.8% | 2,876 | $1.7M |
| XTX Topco Ltd | 0.12% | Add +111.5% | 2,843 | $1.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 2,809 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 2,714 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +116.9% | 2,692 | $1.6M |
| South Dakota Investment Council | 0.03% | No change | 2,689 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -7.5% | 2,647 | $1.6M |
| Roundview Capital LLC | 0.11% | New | 2,613 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 2,583 | $1.6M |
| Amica Mutual Insurance Co. | 0.15% | No change | 2,571 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.41% | No change | 2,558 | $1.5M |
| Milestone Asset Management, LLC | 0.34% | New | 2,518 | $1.5M |
| Waterloo Capital, L.P. | 0.17% | Add +6.4% | 2,515 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -0.3% | 2,500 | $1.5M |
| Alberta Investment Management Corp | 0.01% | No change | 2,500 | $1.5M |
| Utah Retirement Systems | 0.02% | No change | 2,494 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,492 | $1.5M |
| National Bank of Canada | 0.00% | New | 2,489 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -0.3% | 2,468 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 2,348 | $1.4M |
| Bailard, Inc. | 0.04% | Reduce -5.1% | 2,321 | $1.4M |
| First Financial Bankshares Inc | 0.03% | No change | 2,308 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.4% | 2,262 | $1.4M |
| Independent Advisor Alliance | 0.05% | Reduce -2.8% | 2,254 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +46.5% | 2,264 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.17% | Reduce -0.5% | 2,183 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -77.0% | 2,132 | $1.3M |
| Catalyst Capital Advisors LLC | 0.03% | Reduce -0.2% | 2,009 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 2,003 | $1.2M |
| Chicago Capital, LLC | 0.03% | No change | 2,000 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.24% | Add +87.8% | 1,979 | $1.2M |
| Cim, LLC | 0.17% | Reduce -0.8% | 1,964 | $1.2M |
| AlphaQuest LLC | 0.10% | Reduce -1.4% | 1,963 | $1.2M |
| Creative Planning | 0.00% | Add +57.3% | 1,932 | $1.2M |
| &partners | 0.02% | Add +1.9% | 1,896 | $1.1M |
| Xponance LLC | 0.01% | Reduce -0.7% | 1,870 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.6% | 1,842 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -3.5% | 1,793 | $1.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,759 | $1.1M |
| New York Life Investment Management LLC | 0.01% | New | 1,703 | $1.0M |
| Tidal Investments LLC | 0.01% | Reduce -3.3% | 1,702 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +11.9% | 1,875 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +523.0% | 1,676 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +4.3% | 1,635 | $983K |
| Bokf, NA | 0.02% | Add +0.2% | 1,664 | $974K |
| Quantinno Capital Management LP | 0.01% | Add +29.9% | 1,587 | $954K |
| Quantbot Technologies LP | 0.04% | Reduce -77.6% | 1,581 | $950K |
| Park Place Capital Corp | 0.27% | Add +44.8% | 1,564 | $940K |
| Exchange Traded Concepts, LLC | 0.02% | Add +28.9% | 1,537 | $924K |
| Clarus Group, Inc. | 0.38% | Add +48.7% | 1,506 | $905K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,495 | $898K |
| Panagora Asset Management Inc. | 0.00% | Add +2.4% | 1,482 | $891K |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 1,457 | $876K |
| Kestra Advisory Services, LLC | 0.00% | Add +66.3% | 1,450 | $872K |
| QRG Capital Management, Inc. | 0.01% | Add +5.1% | 1,368 | $822K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.9% | 1,354 | $814K |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.2% | 1,343 | $807K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 1,301 | $782K |
| Prudential Financial Inc. | 0.00% | Reduce -22.9% | 1,282 | $771K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.7% | 1,274 | $766K |
| Abbot Financial Management, Inc. | 0.36% | No change | 1,200 | $721K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 1,175 | $706K |
| Securian Asset Management, Inc. | 0.02% | Reduce -8.3% | 1,171 | $704K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.0% | 1,157 | $695K |
| Engineers Gate Manager LP | 0.01% | Reduce -61.1% | 1,150 | $691K |
| One Plus One Wealth Management, LLC | 0.40% | Add +11.9% | 1,131 | $680K |
| Aviva PLC | 0.00% | Reduce -2.0% | 1,116 | $671K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 1,101 | $662K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 1,100 | $661K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -75.4% | 1,087 | $653K |
| Mitchell & Pahl Private Wealth, LLC | 0.30% | Add +4.6% | 1,084 | $651K |
| Schechter Investment Advisors, LLC | 0.05% | No change | 1,072 | $644K |
| Advisor OS, LLC | 0.06% | Reduce -31.4% | 1,070 | $643K |
| Parallel Advisors, LLC | 0.02% | Add +19.1% | 1,066 | $641K |
| LVW Advisors, LLC | 0.08% | Add +11.1% | 1,040 | $625K |
| Unique Wealth, LLC | 0.14% | No change | 1,000 | $601K |
| Rockland Trust Co. | 0.03% | No change | 1,000 | $601K |
| Kestra Investment Management, LLC | 0.03% | New | 998 | $600K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -5.7% | 996 | $599K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.7% | 994 | $597K |
| Verition Fund Management LLC | 0.00% | Reduce -16.8% | 976 | $587K |
| Ausbil Investment Management Ltd | 0.20% | New | 964 | $579K |
| Hengehold Capital Management LLC | 0.05% | No change | 945 | $568K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.1% | 941 | $566K |
| Advisors Preferred, LLC | 0.08% | New | 940 | $557K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.6% | 903 | $543K |
| Virtus Investment Advisers, LLC | 0.43% | No change | 895 | $538K |
| First Trust Direct Indexing L.P. | 0.03% | Add +4.5% | 887 | $533K |
| Verus Capital Partners, LLC | 0.05% | Reduce -8.5% | 858 | $516K |
| Cerity Partners LLC | 0.00% | Add +30.8% | 849 | $510K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -24.3% | 848 | $510K |
| M&T Bank Corp | 0.00% | Reduce -13.3% | 843 | $507K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.4% | 830 | $499K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -2.5% | 790 | $475K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.5% | 768 | $462K |
| Moloney Securities Asset Management, LLC | 0.06% | No change | 764 | $459K |
| Iowa State Bank | 0.09% | Reduce -6.3% | 750 | $451K |
| Ascentis Independent Advisors | 0.07% | Reduce -27.7% | 749 | $450K |
| IFP Advisors, Inc | 0.02% | Reduce -8.7% | 735 | $442K |
| Alaska Permanent Fund Corp | 0.01% | No change | 725 | $436K |
| Bessemer Group Inc. | 0.00% | Add +1.0% | 716 | $430K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 715 | $430K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.1% | 714 | $429K |
| Delta Capital Management LLC | 0.25% | No change | 705 | $424K |
| nVerses Capital, LLC | 0.19% | Add +16.7% | 700 | $421K |
| SpiderRock Advisors, LLC | 0.01% | No change | 690 | $415K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +162.0% | 689 | $414K |
| Fox Run Management, L.L.C. | 0.09% | Add +23.0% | 673 | $404K |
| Lanark Financial, Inc. | 0.03% | Add +21.6% | 671 | $403K |
| Welch Group, LLC | 0.02% | No change | 660 | $397K |
| Ballentine Partners, LLC | 0.01% | Add +4.1% | 655 | $394K |
| Caprock Group, LLC | 0.01% | Reduce -15.8% | 646 | $388K |
| United Advisor Group, LLC | 0.09% | Add +20.6% | 645 | $388K |
| Aquatic Capital Management LLC | 0.01% | New | 640 | $385K |
| Vident Advisory, LLC | 0.01% | Reduce -13.8% | 631 | $379K |
| Two Sigma Securities, LLC | 0.03% | Add +1.0% | 624 | $375K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.9% | 617 | $371K |
| Cynosure Group, LLC | 0.05% | Reduce -12.3% | 616 | $370K |
| Shelton Capital Management | 0.01% | No change | 601 | $361K |
| McAdam, LLC | 0.02% | Add +1.5% | 596 | $358K |
| Old National Bancorp | 0.01% | Add +2.6% | 591 | $355K |
| Wealth Alliance, LLC | 0.04% | Add +3.5% | 585 | $352K |
| Prospera Financial Services Inc | 0.01% | Add +2.1% | 584 | $351K |
| Avantax Planning Partners, Inc. | 0.01% | New | 568 | $341K |
| Eads & Heald Wealth Management | 0.16% | No change | 566 | $340K |
| Kenora Financial, LLC | 0.13% | Add +1.3% | 561 | $337K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.2% | 556 | $334K |
| Renasant Bank | 0.22% | Add +3.8% | 548 | $329K |
| Macquarie Group Ltd. | 0.00% | Reduce -10.8% | 544 | $327K |
| Everpar Advisors LLC | 0.17% | Reduce -6.5% | 542 | $326K |
| Somerset Trust Co | 0.12% | Reduce -0.2% | 540 | $325K |
| Independent Solutions Wealth Management, LLC | 0.07% | Reduce -3.6% | 536 | $322K |
| Sterling Capital Management LLC | 0.00% | — | 535 | $322K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -58.8% | 526 | $316K |
| Heritage Family Offices, LLP | 0.16% | Add +0.6% | 523 | $314K |
| EntryPoint Capital, LLC | 0.18% | Add +8.6% | 520 | $313K |
| Graham Capital Management, L.P. | 0.02% | New | 519 | $312K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 515 | $310K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | New | 515 | $310K |
| QSV Equity Investors LLC | 0.29% | No change | 509 | $306K |
| First Heartland Consultants, Inc. | 0.03% | Add +7.2% | 508 | $305K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 503 | $302K |
| Aigen Investment Management, LP | 0.06% | New | 500 | $300K |
| MCF Advisors LLC | 0.02% | No change | 500 | $300K |
| Summit Global Investments | 0.02% | Reduce -9.4% | 500 | $300K |
| SG Americas Securities, LLC | 0.00% | Reduce -93.5% | 489 | $294K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 487 | $293K |
| Glen Eagle Advisors, LLC | 0.05% | Add +57.8% | 486 | $292K |
| Cwm, LLC | 0.00% | Add +22.2% | 485 | $291K |
| CI Investments Inc. | 0.00% | Reduce -1.0% | 484 | $291K |
| ORG Partners LLC | 0.05% | Add +12.8% | 484 | $291K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 481 | $289K |
| Roman Butler Fullerton & Co. | 0.09% | New | 479 | $289K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -95.8% | 480 | $288K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.4% | 480 | $288K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -1.4% | 475 | $285K |
| Argonautica Private Wealth Management, Inc. | 0.09% | No change | 471 | $283K |
| Parkside Financial Bank & Trust | 0.04% | No change | 469 | $282K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -3.9% | 465 | $280K |
| Net Worth Advisory Group | 0.08% | — | 456 | $274K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -0.7% | 455 | $273K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -1.1% | 455 | $273K |
| Berger Financial Group, Inc | 0.02% | Reduce -5.2% | 455 | $273K |
| Signaturefd, LLC | 0.01% | Add +14.7% | 454 | $273K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 454 | $273K |
| IHT Wealth Management, LLC | 0.01% | Reduce -30.7% | 456 | $272K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 447 | $269K |
| KFG Wealth Management, LLC | 0.06% | New | 437 | $263K |
| Gallacher Capital Management LLC | 0.12% | Add +7.1% | 436 | $262K |
| CIBC Asset Management Inc | 0.00% | Add +3.3% | 435 | $261K |
| Park Avenue Securities LLC | 0.00% | New | 433 | $260K |
| L2 Asset Management, LLC | 0.07% | Add +1.2% | 425 | $255K |
| Venturi Wealth Management, LLC | 0.01% | Add +59.8% | 425 | $255K |
| Profund Advisors LLC | 0.01% | Reduce -1.9% | 413 | $248K |
| Fort, L.P. | 0.61% | Reduce -4.8% | 400 | $240K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 400 | $240K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | No change | 400 | $240K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 400 | $240K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -5.7% | 396 | $238K |
| Essex Financial Services, Inc. | 0.02% | Add +0.3% | 394 | $234K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -0.5% | 389 | $234K |
| Advisory Services Network, LLC | 0.00% | No change | 426 | $231K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.5% | 385 | $231K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +0.5% | 385 | $231K |
| Park National Corp. | 0.01% | No change | 383 | $230K |
| Tucker Asset Management LLC | 0.05% | New | 382 | $230K |
| DAVENPORT & Co LLC | 0.00% | New | 378 | $227K |
| KBC Group NV | 0.00% | Add +11.5% | 378 | $227K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.9% | 370 | $222K |
| Claret Asset Management Corp | 0.04% | New | 364 | $219K |
| Dark Forest Capital Management LP | 0.03% | Reduce -74.9% | 363 | $218K |
| Independent Financial Group, LLC | 0.01% | New | 355 | $213K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -7.5% | 347 | $209K |
| Farther Finance Advisors, LLC | 0.01% | Add +2314.3% | 338 | $203K |
| Sound Income Strategies, LLC | 0.01% | New | 334 | $201K |
| Jefferies Financial Group Inc. | 0.00% | New | 334 | $201K |
| Whittier Trust Co. | 0.00% | Add +2.1% | 332 | $200K |
| State of Wyoming | 0.03% | Add +27.7% | 327 | $197K |
| Tompkins Financial Corp. | 0.02% | No change | 310 | $186K |
| Amica Retiree Medical Trust | 0.15% | — | 299 | $180K |
| Shell Asset Management Co. | 0.01% | — | 279 | $168K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.4% | 271 | $163K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $150K |
| North Star Investment Management Corp. | 0.01% | Reduce -26.0% | 248 | $149K |
| Covestor Ltd | 0.09% | Add +4.7% | 247 | $149K |
| CGC Financial Services, LLC | 0.06% | No change | 241 | $145K |
| LRI Investments, LLC | 0.01% | Reduce -3.4% | 253 | $142K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | No change | 230 | $138K |
| Global Retirement Partners, LLC | 0.00% | Add +918.2% | 224 | $135K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.5% | 215 | $128K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.5% | 200 | $120K |
| Danske Bank A/S | 0.00% | New | 200 | $120K |
| Tsfg, LLC | 0.03% | No change | 200 | $120K |
| Quadrant Capital Group LLC | 0.01% | Add +13.1% | 198 | $119K |
| Eagle Bay Advisors LLC | 0.04% | Reduce -10.7% | 183 | $110K |
| Painted Porch Advisors LLC | 0.05% | No change | 175 | $105K |
| First Horizon Advisors, Inc. | 0.00% | No change | 169 | $102K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.6% | 163 | $98K |
| Hollencrest Capital Management | 0.00% | No change | 149 | $90K |
| CoreCap Advisors, LLC | 0.00% | Add +3600.0% | 148 | $89K |
| Mizuho Bank, Ltd. | 0.02% | No change | 140 | $84K |
| GAMMA Investing LLC | 0.01% | Add +60.5% | 138 | $83K |
| NewEdge Advisors, LLC | 0.00% | Add +22.3% | 137 | $82K |
| International Assets Investment Management, LLC | 0.01% | New | 121 | $73K |
| Zions Bancorporation, N.A. | 0.00% | No change | 110 | $66K |
| Mather Group, Llc. | 0.00% | Reduce -42.6% | 105 | $63K |
| Wintrust Investments LLC | 0.05% | Reduce -89.9% | 104 | $62K |
| American National Bank & Trust | 0.01% | New | 101 | $61K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 100 | $60K |
| Arax Advisory Partners | 0.01% | No change | 97 | $58K |
| Baldwin Wealth Partners LLC | 0.00% | New | 90 | $54K |
| Jones Financial Companies LLLP | 0.00% | New | 84 | $50K |
| Principal Securities, Inc. | 0.00% | Add +15.4% | 75 | $45K |
| Alpine Bank Wealth Management | 0.01% | — | 68 | $41K |
| Blume Capital Management, Inc. | 0.01% | Reduce -7.1% | 65 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +7.4% | 58 | $35K |
| GeoWealth Management, LLC | 0.00% | Reduce -24.3% | 53 | $32K |
| Natixis | 0.00% | Add +4700.0% | 48 | $29K |
| Tortoise Investment Management, LLC | 0.00% | Add +12.8% | 44 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $25K |
| Rise Advisors, LLC | 0.01% | No change | 40 | $24K |
| Private Trust Co. NA | 0.00% | No change | 39 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +22.6% | 38 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +6.3% | 34 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 33 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +166.7% | 32 | $19K |
| Hemington Wealth Management | 0.01% | New | 36 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 29 | $17K |
| Colonial Trust Advisors | 0.00% | No change | 28 | $17K |
| Security National Bank | 0.00% | No change | 25 | $15K |
| LGT Financial Advisors LLC | 0.04% | No change | 24 | $14K |
| Avior Wealth Management, LLC | 0.00% | No change | 24 | $14K |
| Simplex Trading, LLC | 0.00% | New | 24 | $14K |
| Geneos Wealth Management Inc. | 0.00% | New | 22 | $13K |
| Quent Capital, LLC | 0.00% | Reduce -12.5% | 21 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 21 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 17 | $10K |
| Larson Financial Group LLC | 0.00% | Reduce -91.8% | 16 | $10K |
| Global Financial Private Client, LLC | 0.00% | New | 16 | $10K |
| Lindbrook Capital, LLC | 0.00% | Add +6.7% | 16 | $10K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 16 | $10K |
| Assetmark, Inc. | 0.00% | New | 15 | $9K |
| Brooklyn Investment Group | 0.00% | New | 13 | $8K |
| UMB Bank, n.a. | 0.00% | Add +18.2% | 13 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 12 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.0% | 12 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 12 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 12 | $7K |
| True Wealth Design, LLC | 0.00% | Add +1000.0% | 11 | $7K |
| Earned Wealth Advisors, LLC | 0.00% | New | 11 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $6K |
| Caitlin John, LLC | 0.00% | No change | 10 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 8 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 7 | $4K |
| Spire Wealth Management | 0.00% | Reduce -36.4% | 7 | $4K |
| Allworth Financial LP | 0.00% | Reduce -22.2% | 7 | $4K |
| ESL Trust Services, LLC | 0.00% | No change | 6 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $4K |
| Colonial Trust Co / SC | 0.00% | New | 6 | $4K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 6 | $3K |
| Red Tortoise LLC | 0.00% | No change | 5 | $3K |
| Versant Capital Management, Inc | 0.00% | Add +66.7% | 5 | $3K |
| Fourpath Capital Management, LLC | 0.00% | New | 5 | $3K |
| Huntington National Bank | 0.00% | Add +150.0% | 5 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| WealthCollab, LLC | 0.00% | No change | 4 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 4 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 3 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 3 | $2K |
| First Pacific Financial | 0.00% | No change | 3 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 2 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 2 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 2 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 2 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 2 | $1K |
| Avion Wealth | 0.00% | No change | 2 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $601 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $601 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $601 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 1 | $601 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -66.7% | 1 | $601 |
"% of holder's portfolio" is CHE's weight in each manager's 13F, not the share of Chemed Corp. the manager owns.