ChemedCHE
13F holders, Q4 2024 (December 31)529holders
40new positions
54sold out
10famous investors
$529.74avg. 13F price*
At the end of Q4 2024, 529 institutions reported holding Chemed Corp. (CHE) in their 13F filings, unchanged from Q3 2024. 40 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($884.3M), BlackRock, Inc. ($732.5M) and Kayne Anderson Rudnick Investment Management LLC ($308.4M). 10 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Chemed Corp.
- CUSIP
- 16359R103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $106.7M |
| Exits | 54 | $93.1M |
All 13F filers, Q3 2024 → Q4 2024: 816,284 shares bought and 1,186,407 shares sold, net −370,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| Vanguard Group Inc. | 0.02% | Add +0.1% | 1,669,121 | $884.3M |
| BlackRock, Inc. | 0.01% | Reduce -2.7% | 1,382,674 | $732.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.71% | Reduce -1.8% | 582,134 | $308.4M |
| Neuberger Berman Group LLC | 0.21% | Add +1.2% | 501,562 | $265.7M |
| State Street Corp. | 0.01% | Add +3.5% | 480,475 | $254.6M |
| William Blair Investment Management, LLC | 0.61% | Reduce -2.5% | 473,523 | $250.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 340,409 | $180.7M |
| Impax Asset Management Group plc | 0.80% | Reduce -0.1% | 332,457 | $176.1M |
| Morgan Stanley | 0.01% | Reduce -26.7% | 308,114 | $163.2M |
| FMR LLC | 0.01% | Add +18.9% | 283,790 | $150.4M |
| TD Asset Management Inc | 0.13% | Reduce -7.2% | 271,621 | $143.9M |
| JPMorgan Chase & Co. | 0.01% | Add +8.2% | 266,786 | $141.3M |
| Epoch Investment Partners, Inc. | 0.65% | Add +5.1% | 252,237 | $133.6M |
| Boston Trust Walden Corp | 0.90% | Add +10.0% | 242,172 | $128.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.6% | 233,651 | $123.8M |
| Northern Trust Corp. | 0.02% | Add +19.3% | 208,535 | $110.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +10.3% | 199,254 | $105.6M |
| Invesco Ltd. | 0.02% | Add +4.0% | 182,144 | $96.5M |
| Norges Bank | 0.01% | Add +2.6% | 180,958 | $95.9M |
| Acadian Asset Management LLC | 0.24% | Reduce -13.0% | 154,904 | $82.0M |
| DekaBank Deutsche Girozentrale | 0.15% | No change | 155,267 | $80.6M |
| Copeland Capital Management, LLC | 1.49% | Add +16.8% | 151,623 | $80.3M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 142,255 | $75.4M |
| Millennium Management | 0.07% | Add +163.3% | 140,775 | $74.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.9% | 136,182 | $72.1M |
| Van Berkom & Associates Inc. | 2.02% | Reduce -5.3% | 128,469 | $68.1M |
| Wells Fargo & Company | 0.02% | Reduce -9.8% | 127,400 | $67.5M |
| EULAV Asset Management | 1.58% | No change | 123,499 | $65.4M |
| Schwartz Investment Counsel Inc. | 2.27% | Add +1.0% | 119,163 | $63.1M |
| FIL Ltd | 0.06% | No change | 118,600 | $62.8M |
| Freestone Grove Partners LP | 0.76% | — | 116,391 | $61.7M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -46.3% | 107,859 | $57.1M |
| Point72 Asset Management | 0.15% | New | 103,032 | $54.6M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -35.3% | 94,466 | $50.0M |
| AQR Capital Management | 0.06% | Add +18.0% | 80,665 | $42.7M |
| Raymond James Financial Inc. | 0.02% | — | 79,319 | $42.0M |
| Aristotle Capital Boston, LLC | 1.54% | Reduce -10.3% | 78,393 | $41.5M |
| Riverbridge Partners LLC | 0.57% | Reduce -7.7% | 78,357 | $41.5M |
| Citadel Advisors | 0.04% | Add +197.4% | 77,143 | $40.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.8% | 76,428 | $40.5M |
| Principal Financial Group Inc. | 0.02% | Add +114.1% | 74,658 | $39.6M |
| California Public Employees Retirement System | 0.02% | Reduce -2.0% | 69,548 | $36.8M |
| Bridges Investment Management Inc. | 0.50% | Reduce -6.6% | 67,473 | $35.7M |
| Bank of America Corp. | 0.00% | Reduce -32.2% | 66,251 | $35.1M |
| Rhumbline Advisers | 0.03% | Add +0.6% | 58,284 | $30.9M |
| ProShare Advisors LLC | 0.07% | Reduce -4.0% | 56,400 | $29.9M |
| Ranger Investment Management, L.P. | 1.78% | Reduce -1.9% | 53,303 | $28.2M |
| Jupiter Asset Management Ltd. | 0.27% | Reduce -11.5% | 51,516 | $27.3M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -27.6% | 51,301 | $27.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.0% | 48,197 | $25.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.0% | 47,774 | $25.3M |
| Renaissance Technologies | 0.04% | Reduce -1.4% | 47,100 | $25.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +8.9% | 46,052 | $24.3M |
| Schroder Investment Management Group | 0.02% | Add +1.0% | 45,291 | $23.9M |
| UBS Group AG | 0.01% | Add +41.7% | 44,273 | $23.5M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 43,597 | $23.1M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.1% | 42,018 | $22.3M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +36.9% | 40,898 | $21.7M |
| Aptus Capital Advisors, LLC | 0.26% | Add +22.0% | 40,695 | $21.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +17.9% | 39,451 | $20.9M |
| Amundi | 0.01% | Reduce -23.1% | 37,790 | $20.1M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -17.3% | 37,224 | $19.7M |
| Squarepoint Ops LLC | 0.05% | Reduce -13.1% | 36,512 | $19.3M |
| Loomis Sayles & Co. L P | 0.02% | Add +25.1% | 36,462 | $19.3M |
| Sei Investments Co. | 0.02% | Reduce -10.6% | 34,753 | $18.4M |
| Moran Wealth Management, LLC | 0.58% | Add +0.1% | 34,043 | $18.0M |
| First Trust Advisors LP | 0.02% | Reduce -2.8% | 33,393 | $17.7M |
| Alps Advisors Inc. | 0.11% | Add +12.7% | 31,630 | $16.8M |
| Legal & General Group Plc | 0.00% | Reduce -6.5% | 31,543 | $16.7M |
| Man Group plc | 0.05% | Reduce -6.4% | 30,667 | $16.2M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -24.0% | 29,541 | $15.7M |
| Fenimore Asset Management Inc | 0.32% | Add +7.3% | 29,105 | $15.4M |
| Martingale Asset Management L P | 0.36% | Reduce -12.1% | 28,132 | $14.9M |
| Swiss National Bank | 0.01% | No change | 28,100 | $14.9M |
| Aureus Asset Management, LLC | 0.96% | Reduce -6.5% | 27,984 | $14.8M |
| BLI - Banque de Luxembourg Investments | 0.40% | — | 28,000 | $14.8M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 27,145 | $14.4M |
| Gabelli Funds LLC | 0.11% | Reduce -1.1% | 27,083 | $14.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -22.4% | 25,292 | $13.4M |
| Kennedy Capital Management LLC | 0.29% | Reduce -2.1% | 24,723 | $13.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -39.9% | 24,557 | $13.0M |
| Segall Bryant & Hamill, LLC | 0.18% | New | 24,311 | $12.9M |
| Tidal Investments LLC | 0.10% | Add +1315.1% | 24,085 | $12.8M |
| Cabot Wealth Management Inc. | 1.58% | Add +2.0% | 23,421 | $12.4M |
| Algert Global LLC | 0.29% | Add +1.2% | 23,375 | $12.4M |
| GAMCO Investors | 0.12% | Reduce -1.5% | 21,284 | $11.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +40.4% | 21,127 | $11.2M |
| Formidable Asset Management, LLC | 1.75% | Reduce -9.3% | 20,086 | $10.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.5% | 20,025 | $10.6M |
| State of Alaska, Department of Revenue | 0.12% | Reduce -0.2% | 19,818 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.4% | 19,266 | $10.2M |
| Jane Street Group, LLC | 0.02% | Add +265.8% | 19,188 | $10.2M |
| Teacher Retirement System of Texas | 0.04% | Add +3.9% | 18,778 | $9.9M |
| GW&K Investment Management, LLC | 0.08% | Add +31.3% | 17,334 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -34.4% | 17,320 | $9.2M |
| Boston Partners | 0.01% | Add +51.3% | 17,070 | $9.0M |
| Smith Salley Wealth Management | 0.58% | Add +1.8% | 16,988 | $9.0M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.7% | 16,971 | $9.0M |
| Balyasny Asset Management L.P. | 0.02% | New | 16,943 | $9.0M |
| Bahl & Gaynor LLC | 0.05% | Reduce -4.4% | 16,909 | $9.0M |
| North Point Portfolio Managers Corp. | 1.50% | Reduce -1.6% | 16,272 | $8.6M |
| Gotham Asset Management | 0.08% | Reduce -11.7% | 16,005 | $8.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.29% | New | 15,361 | $8.1M |
| Van Eck Associates Corp. | 0.01% | Add +30.4% | 15,141 | $8.0M |
| Evergreen Capital Management LLC | 0.26% | Add +2.7% | 15,115 | $8.0M |
| Candriam S.C.A. | 0.05% | Reduce -8.3% | 14,683 | $7.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.9% | 14,672 | $7.8M |
| Nordea Investment Management AB | 0.01% | Add +4.9% | 13,639 | $7.2M |
| California State Teachers Retirement System | 0.01% | Reduce -2.1% | 13,418 | $7.1M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -2.6% | 12,926 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.1% | 12,561 | $6.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.3% | 12,482 | $6.6M |
| Holocene Advisors, LP | 0.02% | Add +18.6% | 12,414 | $6.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 12,331 | $6.5M |
| Barclays PLC | 0.00% | Add +20.3% | 11,778 | $6.2M |
| Trexquant Investment LP | 0.07% | New | 11,650 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | Add +201.3% | 11,626 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -13.5% | 10,948 | $5.8M |
| Capital Insight Partners, LLC | 0.97% | Add +5.3% | 10,633 | $5.6M |
| Caisse de depot et placement du Quebec | 0.01% | Add +113.0% | 10,460 | $5.5M |
| Franklin Resources Inc. | 0.00% | Add +18.6% | 10,436 | $5.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.37% | Reduce -35.6% | 10,379 | $5.5M |
| Lazard Asset Management LLC | 0.01% | Add +245.4% | 10,166 | $5.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.49% | Add +75.0% | 9,723 | $5.2M |
| Keybank National Association | 0.02% | Reduce -0.2% | 9,613 | $5.1M |
| Texas Yale Capital Corp. | 0.20% | No change | 9,573 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -12.4% | 9,342 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -3.0% | 8,914 | $4.7M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -1.6% | 8,753 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +25.5% | 8,668 | $4.6M |
| Polar Capital Holdings Plc | 0.03% | No change | 8,658 | $4.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -50.5% | 8,619 | $4.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.3% | 8,516 | $4.5M |
| MetLife Investment Management, LLC | 0.02% | Add +8.5% | 8,511 | $4.5M |
| Bridgewater Associates | 0.02% | Reduce -59.4% | 8,349 | $4.4M |
| William Allan Corp | 2.72% | Add +13.4% | 8,340 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -43.1% | 8,263 | $4.4M |
| Fisher Asset Management | 0.00% | Reduce -0.1% | 7,984 | $4.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.7% | 7,915 | $4.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.4% | 7,844 | $4.2M |
| Linden Thomas Advisory Services, LLC | 0.50% | Reduce -0.8% | 7,514 | $4.0M |
| Cape Cod Five Cents Savings Bank | 0.35% | No change | 6,536 | $3.9M |
| LRT Capital Management, LLC | 3.03% | Add +9.0% | 7,312 | $3.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -48.8% | 7,285 | $3.9M |
| Keeley-Teton Advisors, LLC | 0.44% | Add +9.2% | 7,231 | $3.8M |
| Amalgamated Bank | 0.03% | No change | 7,185 | $3.8M |
| Sugarloaf Wealth Management, LLC | 0.72% | Add +21.9% | 7,150 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 6,701 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 6,526 | $3.5M |
| HSBC Holdings PLC | 0.00% | Reduce -43.1% | 6,514 | $3.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -37.0% | 6,488 | $3.4M |
| Comerica Bank | 0.01% | Reduce -7.0% | 6,398 | $3.4M |
| TimesSquare Capital Management, LLC | 0.05% | Reduce -96.2% | 6,290 | $3.3M |
| Eukles Asset Management | 1.40% | Reduce -5.6% | 6,191 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 6,122 | $3.2M |
| Covea Finance | 0.14% | No change | 6,000 | $3.2M |
| Jericho Financial, LLP | 2.27% | — | 5,931 | $3.1M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.4% | 5,839 | $3.1M |
| KBC Group NV | 0.01% | Add +1436.8% | 5,809 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -1.4% | 5,752 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.2% | 5,584 | $3.0M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -16.4% | 5,528 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.3% | 5,429 | $2.9M |
| Inspire Investing, LLC | 0.32% | Add +0.2% | 5,421 | $2.9M |
| Centaurus Financial, Inc. | 0.17% | Add +5.6% | 5,354 | $2.8M |
| Second Line Capital, LLC | 0.76% | Add +16.4% | 5,353 | $2.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -38.0% | 5,303 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 5,299 | $2.8M |
| XTX Topco Ltd | 0.23% | Add +85.8% | 5,281 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 5,137 | $2.7M |
| Edgestream Partners, L.P. | 0.11% | Reduce -51.9% | 5,007 | $2.7M |
| Signal Advisors Wealth, LLC | 0.30% | Add +60.7% | 4,995 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 4,961 | $2.6M |
| Fifth Third Bancorp | 0.01% | Add +12.1% | 4,934 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +539.6% | 4,912 | $2.6M |
| Agf Management Ltd. | 0.01% | Reduce -5.5% | 4,898 | $2.6M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 4,860 | $2.6M |
| Bank of Nova Scotia | 0.00% | Add +52.5% | 4,842 | $2.6M |
| Laurus Global Equity Management Inc. | 1.30% | No change | 4,760 | $2.5M |
| Twinbeech Capital LP | 0.04% | New | 4,730 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -25.4% | 4,629 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -1.9% | 4,551 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.0% | 4,533 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +363.3% | 4,522 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 4,519 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -65.1% | 4,480 | $2.4M |
| Vestcor Inc | 0.07% | Reduce -2.4% | 4,248 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | No change | 4,200 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +0.2% | 4,150 | $2.2M |
| US Bancorp \de | 0.00% | Add +1.9% | 4,129 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -13.9% | 4,122 | $2.2M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | Add +26.2% | 3,994 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +1.4% | 3,977 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Add +2.6% | 3,972 | $2.1M |
| ING Groep NV | 0.01% | No change | 3,900 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -1.1% | 3,873 | $2.1M |
| Nebula Research & Development LLC | 0.24% | New | 3,838 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +3.2% | 3,811 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | — | 3,800 | $2.0M |
| Consolidated Investment Group LLC | 0.27% | No change | 3,600 | $1.9M |
| Trust Point Inc. | 0.13% | Reduce -16.4% | 3,587 | $1.9M |
| Prudential PLC | 0.01% | Add +17.6% | 3,521 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -2.8% | 3,509 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -14.0% | 3,424 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +36.7% | 3,406 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +16.8% | 3,358 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.3% | 3,330 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.3% | 3,309 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.5% | 3,078 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +18.4% | 3,188 | $1.7M |
| Waratah Capital Advisors Ltd. | 0.09% | Add +0.3% | 3,122 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -43.7% | 3,082 | $1.6M |
| Hanson & Doremus Investment Management | 0.25% | Reduce -2.5% | 3,056 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.5% | 3,046 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 3,000 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Reduce -1.4% | 2,835 | $1.5M |
| Waterloo Capital, L.P. | 0.16% | Add +10.4% | 2,776 | $1.5M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -9.4% | 2,768 | $1.5M |
| South Dakota Investment Council | 0.03% | No change | 2,689 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -4.3% | 2,687 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -1.6% | 2,605 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 2,583 | $1.4M |
| Amica Mutual Insurance Co. | 0.14% | No change | 2,571 | $1.4M |
| Alberta Investment Management Corp | 0.01% | No change | 2,500 | $1.3M |
| Bokf, NA | 0.02% | Add +52.4% | 2,536 | $1.3M |
| Utah Retirement Systems | 0.01% | No change | 2,494 | $1.3M |
| Creative Planning | 0.00% | Add +27.9% | 2,471 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.35% | Reduce -4.4% | 2,446 | $1.3M |
| Bailard, Inc. | 0.03% | No change | 2,321 | $1.2M |
| First Financial Bankshares Inc | 0.03% | No change | 2,308 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -38.1% | 2,307 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -15.7% | 2,288 | $1.2M |
| Independent Advisor Alliance | 0.02% | Add +1.1% | 2,279 | $1.2M |
| Wellington Management Group LLP | 0.00% | Reduce -30.8% | 2,244 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -64.9% | 2,242 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -22.7% | 2,239 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.9% | 2,235 | $1.2M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -24.8% | 2,227 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -93.7% | 2,203 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -11.6% | 2,200 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.15% | Reduce -1.6% | 2,149 | $1.1M |
| Voleon Capital Management LP | 0.08% | — | 2,144 | $1.1M |
| Lecap Asset Management Ltd. | 0.31% | New | 2,133 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -36.1% | 2,126 | $1.1M |
| Woodline Partners LP | 0.01% | Reduce -94.4% | 2,092 | $1.1M |
| Elevate Capital Advisors, LLC | 0.97% | — | 2,087 | $1.1M |
| Park Place Capital Corp | 0.31% | Add +33.4% | 2,086 | $1.1M |
| &partners | 0.01% | Add +6.9% | 2,027 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | New | 2,045 | $1.1M |
| Roundview Capital LLC | 0.07% | Reduce -22.5% | 2,024 | $1.1M |
| Cim, LLC | 0.15% | Add +2.2% | 2,008 | $1.1M |
| Aigen Investment Management, LP | 0.19% | Add +300.4% | 2,002 | $1.1M |
| Bright Rock Capital Management, LLC | 0.23% | New | 2,000 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.15% | Reduce -0.1% | 2,000 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -20.0% | 2,000 | $1.1M |
| Ausbil Investment Management Ltd | 0.64% | Add +105.4% | 1,980 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -12.1% | 1,988 | $1.1M |
| Nomura Holdings Inc. | 0.01% | New | 1,988 | $1.1M |
| West Coast Financial LLC | 0.12% | Reduce -33.9% | 1,983 | $1.1M |
| Xponance LLC | 0.01% | Add +5.5% | 1,973 | $1.0M |
| Catalyst Capital Advisors LLC | 0.02% | Reduce -3.6% | 1,936 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.0% | 1,901 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 1,850 | $980K |
| Jain Global LLC | 0.03% | — | 1,792 | $949K |
| Parr McKnight Wealth Management Group, LLC | 0.13% | — | 1,730 | $917K |
| Quantinno Capital Management LP | 0.01% | Add +5.4% | 1,673 | $886K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +53.8% | 1,672 | $886K |
| Occudo Quantitative Strategies LP | 0.16% | Add +214.1% | 1,652 | $875K |
| Cetera Investment Advisers | 0.00% | Reduce -45.7% | 1,615 | $856K |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.0% | 1,583 | $839K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 1,577 | $835K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -88.8% | 1,568 | $831K |
| New York Life Investment Management LLC | 0.01% | Reduce -8.5% | 1,559 | $826K |
| MML Investors Services, LLC | 0.00% | Add +6.6% | 1,553 | $823K |
| Blue Trust, Inc. | 0.01% | Reduce -17.6% | 1,544 | $818K |
| Commerce Bank | 0.00% | Reduce -75.8% | 1,505 | $797K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.1% | 1,493 | $791K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.1% | 1,480 | $784K |
| Synergy Asset Management, LLC | 0.06% | Reduce -92.3% | 1,463 | $772K |
| Jefferies Financial Group Inc. | 0.01% | Add +335.0% | 1,453 | $770K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.5% | 1,408 | $746K |
| Clarus Group, Inc. | 0.26% | Reduce -7.4% | 1,395 | $739K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.6% | 1,382 | $732K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.8% | 1,354 | $717K |
| Baird Financial Group, Inc. | 0.00% | Add +6.1% | 1,352 | $716K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -20.0% | 1,341 | $710K |
| Vident Advisory, LLC | 0.01% | Add +112.4% | 1,340 | $710K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.3% | 1,337 | $708K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 1,315 | $697K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.7% | 1,292 | $685K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.5% | 1,268 | $672K |
| Synovus Financial Corp. | 0.01% | New | 1,235 | $654K |
| Abbot Financial Management, Inc. | 0.32% | No change | 1,200 | $636K |
| Mitchell & Pahl Private Wealth, LLC | 0.30% | Add +10.5% | 1,198 | $635K |
| Point72 (DIFC) Ltd | 0.06% | New | 1,190 | $630K |
| Renaissance Group LLC | 0.03% | Reduce -97.7% | 1,172 | $621K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,171 | $620K |
| Marshall Wace, LLP | 0.00% | New | 1,167 | $618K |
| One Plus One Wealth Management, LLC | 0.35% | No change | 1,131 | $599K |
| Snowden Capital Advisors LLC | 0.02% | Add +17.4% | 1,105 | $585K |
| Postrock Partners LLC | 0.28% | — | 1,103 | $584K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 1,100 | $583K |
| Aviva PLC | 0.00% | Reduce -1.4% | 1,100 | $583K |
| Schechter Investment Advisors, LLC | 0.04% | Add +0.6% | 1,078 | $571K |
| Kestra Investment Management, LLC | 0.02% | Add +6.2% | 1,060 | $561K |
| Prudential Financial Inc. | 0.00% | Reduce -17.6% | 1,056 | $559K |
| Unique Wealth, LLC | 0.11% | No change | 1,000 | $530K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.5% | 999 | $529K |
| Crawford Fund Management, LLC | 0.35% | Reduce -86.1% | 992 | $526K |
| Engineers Gate Manager LP | 0.01% | Reduce -13.8% | 991 | $525K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.9% | 987 | $523K |
| Cerity Partners LLC | 0.00% | Add +13.0% | 959 | $522K |
| AlphaCentric Advisors LLC | 0.52% | New | 982 | $520K |
| Virtu Financial LLC | 0.03% | New | 972 | $515K |
| Lord & Richards Wealth Management, LLC | 1.09% | — | 972 | $515K |
| LVW Advisors, LLC | 0.06% | Reduce -6.7% | 970 | $514K |
| M&T Bank Corp | 0.00% | Add +14.3% | 964 | $511K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -53.1% | 928 | $492K |
| Second Half Financial Partners, LLC | 0.23% | New | 903 | $478K |
| Virtus Investment Advisers, LLC | 0.38% | No change | 895 | $474K |
| Central Pacific Bank - Trust Division | 0.06% | Add +11.4% | 880 | $466K |
| Blueshift Asset Management, LLC | 0.17% | New | 869 | $460K |
| Verus Capital Partners, LLC | 0.04% | Add +0.5% | 862 | $457K |
| Guggenheim Capital LLC | 0.00% | Reduce -4.8% | 860 | $456K |
| Maryland State Retirement & Pension System | 0.01% | No change | 848 | $449K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +72.5% | 840 | $445K |
| Prelude Capital Management, LLC | 0.04% | New | 839 | $445K |
| Advisors Preferred, LLC | 0.07% | Reduce -11.2% | 835 | $441K |
| Bessemer Group Inc. | 0.00% | Add +16.2% | 832 | $440K |
| Sterling Capital Management LLC | 0.01% | Add +53.6% | 822 | $435K |
| United Advisor Group, LLC | 0.08% | Add +25.1% | 807 | $428K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.3% | 803 | $425K |
| Renasant Bank | 0.27% | Add +45.4% | 797 | $422K |
| PEAK6 LLC | 0.02% | — | 777 | $412K |
| Venturi Wealth Management, LLC | 0.02% | Add +82.6% | 776 | $411K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 764 | $405K |
| Impact Capital Partners LLC | 0.14% | — | 743 | $394K |
| Alaska Permanent Fund Corp | 0.01% | No change | 725 | $384K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -28.5% | 712 | $377K |
| Delta Capital Management LLC | 0.22% | No change | 705 | $374K |
| Ballentine Partners, LLC | 0.01% | Add +7.5% | 704 | $373K |
| Iowa State Bank | 0.08% | Reduce -6.7% | 700 | $371K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -3.8% | 687 | $364K |
| Maripau Wealth Management LLC | 0.21% | New | 676 | $358K |
| CI Investments Inc. | 0.00% | Add +38.4% | 670 | $355K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -7.0% | 665 | $352K |
| Parallel Advisors, LLC | 0.01% | Reduce -37.9% | 662 | $351K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -92.8% | 659 | $349K |
| Welch Group, LLC | 0.02% | No change | 660 | $348K |
| Caprock Group, LLC | 0.01% | Add +1.7% | 657 | $348K |
| First Heartland Consultants, Inc. | 0.03% | Add +24.2% | 631 | $334K |
| Personal Cfo Solutions, LLC | 0.06% | Add +11.2% | 618 | $328K |
| Scientech Research LLC | 0.09% | New | 614 | $325K |
| Portfolio Design Labs, LLC | 0.07% | New | 612 | $324K |
| McAdam, LLC | 0.02% | Add +2.5% | 611 | $324K |
| Old National Bancorp | 0.01% | Add +1.4% | 599 | $317K |
| Prospera Financial Services Inc | 0.01% | Add +1.7% | 594 | $315K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +22.9% | 584 | $309K |
| Shelton Capital Management | 0.01% | Reduce -5.5% | 568 | $301K |
| Eads & Heald Wealth Management | 0.15% | No change | 566 | $300K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +8.7% | 560 | $297K |
| Wealth Alliance, LLC | 0.04% | Reduce -4.4% | 559 | $296K |
| Cynosure Group, LLC | 0.04% | Reduce -9.6% | 557 | $295K |
| Kenora Financial, LLC | 0.12% | Reduce -2.9% | 545 | $289K |
| Advisor OS, LLC | 0.03% | Reduce -49.4% | 542 | $287K |
| Somerset Trust Co | 0.11% | Reduce -0.4% | 538 | $285K |
| Ascentis Independent Advisors | 0.05% | Reduce -30.0% | 524 | $278K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +16.3% | 520 | $275K |
| Independent Solutions Wealth Management, LLC | 0.06% | Reduce -3.2% | 519 | $275K |
| QSV Equity Investors LLC | 0.26% | Add +0.4% | 511 | $271K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -10.0% | 511 | $271K |
| Heritage Family Offices, LLP | 0.13% | Reduce -3.3% | 506 | $268K |
| Argonautica Private Wealth Management, Inc. | 0.09% | Add +7.2% | 505 | $268K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 503 | $266K |
| KFG Wealth Management, LLC | 0.05% | Add +14.9% | 502 | $266K |
| Clearstead Advisors, LLC | 0.00% | Reduce -18.6% | 502 | $266K |
| MCF Advisors LLC | 0.02% | No change | 500 | $265K |
| Keyvantage Wealth, LLC | 0.19% | — | 499 | $265K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +7.1% | 498 | $264K |
| IFP Advisors, Inc | 0.01% | Reduce -34.0% | 485 | $260K |
| Ascent Group, LLC | 0.02% | New | 487 | $258K |
| Advisory Services Network, LLC | 0.00% | Add +13.2% | 482 | $255K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 480 | $254K |
| ORG Partners LLC | 0.03% | Reduce -3.1% | 469 | $249K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +3.5% | 470 | $249K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -3.5% | 469 | $249K |
| Net Worth Advisory Group | 0.07% | Add +0.4% | 458 | $243K |
| CIBC Asset Management Inc | 0.00% | Add +5.1% | 457 | $242K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -5.2% | 456 | $242K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 455 | $241K |
| Hengehold Capital Management LLC | 0.02% | Reduce -52.0% | 454 | $240K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -0.4% | 453 | $240K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.9% | 451 | $239K |
| Cresset Asset Management, LLC | 0.00% | Reduce -72.6% | 448 | $237K |
| Everpar Advisors LLC | 0.12% | Reduce -17.9% | 445 | $236K |
| Headlands Technologies LLC | 0.02% | New | 434 | $230K |
| Gallacher Capital Management LLC | 0.11% | Reduce -2.5% | 425 | $225K |
| L2 Asset Management, LLC | 0.05% | Reduce -0.9% | 421 | $223K |
| Essex Financial Services, Inc. | 0.02% | Add +4.3% | 411 | $218K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -40.3% | 402 | $213K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 400 | $212K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | No change | 400 | $212K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 400 | $212K |
| Brogan Financial, Inc. | 0.10% | New | 397 | $210K |
| Cwm, LLC | 0.00% | Reduce -20.6% | 385 | $204K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.5% | 383 | $203K |
| Park National Corp. | 0.01% | No change | 383 | $203K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.8% | 382 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.7% | 365 | $193K |
| Signaturefd, LLC | 0.00% | Reduce -26.6% | 333 | $176K |
| State of Wyoming | 0.02% | Add +0.3% | 328 | $174K |
| Whittier Trust Co. | 0.00% | Reduce -2.1% | 325 | $172K |
| Amica Retiree Medical Trust | 0.15% | No change | 299 | $158K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -57.6% | 292 | $155K |
| AlphaQuest LLC | 0.02% | Reduce -85.2% | 291 | $154K |
| Shell Asset Management Co. | 0.01% | No change | 279 | $148K |
| LRI Investments, LLC | 0.01% | No change | 253 | $134K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $132K |
| North Star Investment Management Corp. | 0.01% | No change | 248 | $131K |
| Covestor Ltd | 0.08% | No change | 247 | $131K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 245 | $130K |
| Caitong International Asset Management Co., Ltd | 0.12% | — | 235 | $125K |
| CGC Financial Services, LLC | 0.05% | Reduce -5.0% | 229 | $121K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.4% | 218 | $116K |
| Tsfg, LLC | 0.02% | No change | 200 | $106K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $106K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.5% | 185 | $98K |
| Painted Porch Advisors LLC | 0.05% | No change | 175 | $93K |
| Tompkins Financial Corp. | 0.01% | Reduce -43.9% | 174 | $92K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.2% | 163 | $86K |
| Quadrant Capital Group LLC | 0.01% | Reduce -19.7% | 159 | $84K |
| Allworth Financial LP | 0.00% | Add +2057.1% | 151 | $83K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -11.8% | 149 | $79K |
| Hollencrest Capital Management | 0.00% | No change | 149 | $79K |
| Mizuho Bank, Ltd. | 0.02% | No change | 140 | $74K |
| NewEdge Advisors, LLC | 0.00% | No change | 137 | $73K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -92.3% | 136 | $72K |
| Arax Advisory Partners | 0.00% | Add +39.2% | 135 | $72K |
| GAMMA Investing LLC | 0.01% | Reduce -8.0% | 127 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -63.9% | 122 | $65K |
| Eagle Bay Advisors LLC | 0.04% | Reduce -35.0% | 119 | $63K |
| Zions Bancorporation, N.A. | 0.00% | No change | 110 | $58K |
| Mather Group, Llc. | 0.00% | No change | 105 | $56K |
| Wintrust Investments LLC | 0.05% | Reduce -1.9% | 102 | $54K |
| Twin Tree Management, LP | 0.00% | New | 101 | $54K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -97.4% | 100 | $53K |
| WPG Advisers, LLC | 0.05% | — | 94 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Add +633.3% | 88 | $47K |
| Simplex Trading, LLC | 0.00% | Add +258.3% | 86 | $45K |
| Tortoise Investment Management, LLC | 0.00% | Add +77.3% | 78 | $41K |
| Principal Securities, Inc. | 0.00% | Reduce -2.7% | 73 | $39K |
| Blume Capital Management, Inc. | 0.01% | No change | 65 | $35K |
| Trust Co. of Vermont | 0.00% | New | 65 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.5% | 56 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +64.7% | 56 | $30K |
| Atala Financial Inc | 0.02% | — | 55 | $29K |
| UMB Bank, n.a. | 0.00% | Add +300.0% | 52 | $28K |
| GeoWealth Management, LLC | 0.00% | Reduce -13.2% | 46 | $24K |
| Hexagon Capital Partners LLC | 0.00% | Add +2150.0% | 45 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +37.5% | 44 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $22K |
| Rise Advisors, LLC | 0.01% | No change | 40 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -91.9% | 38 | $20K |
| Hemington Wealth Management | 0.01% | Add +5.6% | 38 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.3% | 36 | $19K |
| Centerpoint Advisors, LLC | 0.01% | Add +20.7% | 35 | $19K |
| Whipplewood Advisors, LLC | 0.01% | — | 33 | $17K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 33 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | — | 30 | $16K |
| Colonial Trust Advisors | 0.00% | No change | 28 | $15K |
| Security National Bank | 0.00% | No change | 25 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 24 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.5% | 23 | $12K |
| Quent Capital, LLC | 0.00% | Add +4.8% | 22 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $11K |
| Huntington National Bank | 0.00% | Add +300.0% | 20 | $11K |
| Elequin Capital, LP | 0.00% | New | 18 | $10K |
| Global Financial Private Client, LLC | 0.00% | Add +6.3% | 17 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 17 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 16 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +180.0% | 14 | $7K |
| Private Trust Co. NA | 0.00% | Reduce -64.1% | 14 | $7K |
| WASHINGTON TRUST Co | 0.00% | New | 14 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -6.7% | 14 | $7K |
| Brooklyn Investment Group | 0.00% | No change | 13 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 13 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +8.3% | 13 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 12 | $6K |
| American National Bank & Trust | 0.00% | Reduce -88.1% | 12 | $6K |
| Spire Wealth Management | 0.00% | Add +57.1% | 11 | $6K |
| Caitlin John, LLC | 0.00% | No change | 10 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.0% | 9 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 9 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -43.8% | 9 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -62.5% | 9 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 8 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.6% | 8 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 7 | $4K |
| SouthState Bank Corp | 0.00% | New | 7 | $4K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 6 | $3K |
| ESL Trust Services, LLC | 0.00% | No change | 6 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 6 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 6 | $3K |
| Red Tortoise LLC | 0.00% | No change | 5 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 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 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -55.6% | 4 | $2K |
| Menard Financial Group LLC | 0.00% | New | 4 | $2K |
| Natixis | 0.00% | Reduce -91.7% | 4 | $2K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 4 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 3 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -25.0% | 3 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 3 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 2 | $1K |
| Sachetta, LLC | 0.00% | New | 2 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 2 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +100.0% | 2 | $1K |
| Avion Wealth | 0.00% | No change | 2 | $1K |
| Riverview Trust Co | 0.00% | New | 1 | $530 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 1 | $530 |
| Manchester Capital Management LLC | 0.00% | Reduce -50.0% | 1 | $530 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $530 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $530 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $530 |
"% of holder's portfolio" is CHE's weight in each manager's 13F, not the share of Chemed Corp. the manager owns.