ChemedCHE
13F holders, Q1 2025 (March 31)554holders +25
78new positions
52sold out
10famous investors
$615.04avg. 13F price*
At the end of Q1 2025, 554 institutions reported holding Chemed Corp. (CHE) in their 13F filings, up 25 from Q4 2024. 78 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($850.1M) and Kayne Anderson Rudnick Investment Management LLC ($367.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $108.4M |
| Exits | 52 | $122.7M |
All 13F filers, Q4 2024 → Q1 2025: 872,387 shares bought and 958,265 shares sold, net −85,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.7% | 1,640,567 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 1,381,548 | $850.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.90% | Add +2.6% | 597,175 | $367.5M |
| Neuberger Berman Group LLC | 0.27% | Add +3.9% | 521,212 | $320.7M |
| State Street Corp. | 0.01% | Add +1.0% | 485,100 | $298.5M |
| William Blair Investment Management, LLC | 0.76% | Reduce -6.8% | 441,550 | $271.7M |
| Geode Capital Management, LLC | 0.02% | Add +4.6% | 355,983 | $219.1M |
| Morgan Stanley | 0.01% | Add +1.8% | 313,695 | $193.0M |
| Impax Asset Management Group plc | 1.12% | Reduce -9.3% | 301,580 | $185.6M |
| FMR LLC | 0.01% | Reduce -4.5% | 271,145 | $166.8M |
| TD Asset Management Inc | 0.15% | Reduce -2.5% | 264,871 | $163.0M |
| Epoch Investment Partners, Inc. | 0.80% | Reduce -0.6% | 250,711 | $154.3M |
| Boston Trust Walden Corp | 1.11% | Add +1.7% | 246,351 | $151.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.8% | 246,115 | $151.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +9.8% | 218,675 | $134.5M |
| Northern Trust Corp. | 0.02% | Add +3.4% | 215,523 | $132.6M |
| Norges Bank | 0.02% | Add +10.9% | 200,750 | $123.5M |
| Invesco Ltd. | 0.02% | Reduce -1.0% | 180,390 | $111.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -27.7% | 168,996 | $104.0M |
| DekaBank Deutsche Girozentrale | 0.18% | Reduce -0.4% | 154,579 | $92.7M |
| Copeland Capital Management, LLC | 1.84% | Reduce -1.7% | 149,035 | $91.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.3% | 148,920 | $91.6M |
| Acadian Asset Management LLC | 0.26% | Reduce -4.4% | 148,125 | $91.1M |
| Bank of New York Mellon Corp | 0.02% | Add +2.7% | 146,037 | $89.9M |
| Fuller & Thaler Asset Management, Inc. | 0.31% | Add +249.3% | 130,037 | $80.0M |
| Point72 Asset Management | 0.23% | Add +24.9% | 128,684 | $79.2M |
| Schwartz Investment Counsel Inc. | 2.66% | Add +5.4% | 125,620 | $77.3M |
| EULAV Asset Management | 1.88% | No change | 123,499 | $76.0M |
| First Trust Advisors LP | 0.07% | Add +267.5% | 122,711 | $75.5M |
| Wells Fargo & Company | 0.02% | Reduce -5.4% | 120,558 | $74.2M |
| Van Berkom & Associates Inc. | 2.13% | Reduce -15.9% | 107,987 | $66.4M |
| Thrivent Financial for Lutherans | 0.13% | Add +0.3% | 94,729 | $58.3M |
| FIL Ltd | 0.05% | Reduce -24.4% | 89,600 | $55.1M |
| Bank of America Corp. | 0.00% | Add +24.4% | 82,418 | $50.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.8% | 80,123 | $49.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.8% | 76,272 | $46.9M |
| AQR Capital Management | 0.05% | Reduce -4.5% | 77,059 | $46.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.5% | 72,021 | $44.3M |
| Millennium Management | 0.04% | Reduce -49.0% | 71,868 | $44.2M |
| Riverbridge Partners LLC | 0.71% | Reduce -8.7% | 71,519 | $44.0M |
| Bridges Investment Management Inc. | 0.63% | Add +5.2% | 71,001 | $43.7M |
| California Public Employees Retirement System | 0.03% | Reduce -1.6% | 68,451 | $42.1M |
| Aristotle Capital Boston, LLC | 2.00% | Reduce -16.9% | 65,103 | $40.1M |
| Woodline Partners LP | 0.23% | Add +2681.0% | 58,178 | $35.8M |
| Rhumbline Advisers | 0.03% | Reduce -2.4% | 56,878 | $35.0M |
| ProShare Advisors LLC | 0.08% | Reduce -1.2% | 55,725 | $34.3M |
| Ranger Investment Management, L.P. | 2.31% | Reduce -1.5% | 52,516 | $32.3M |
| Qube Research & Technologies Ltd | 0.05% | Add +2.4% | 52,513 | $32.3M |
| Jupiter Asset Management Ltd. | 0.30% | No change | 51,516 | $31.7M |
| Renaissance Technologies | 0.05% | Add +8.5% | 51,100 | $31.4M |
| Nuveen, LLC | 0.01% | — | 49,611 | $30.5M |
| Citadel Advisors | 0.03% | Reduce -37.4% | 48,291 | $29.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.4% | 47,528 | $29.2M |
| UBS Group AG | 0.01% | Add +4.5% | 46,270 | $28.5M |
| Schroder Investment Management Group | 0.03% | Add +1.7% | 46,054 | $27.9M |
| Candriam S.C.A. | 0.18% | Add +207.7% | 45,178 | $27.8M |
| Aptus Capital Advisors, LLC | 0.31% | Add +10.7% | 45,046 | $27.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.3% | 43,803 | $27.0M |
| D. E. Shaw & Co. | 0.03% | Add +874.3% | 43,648 | $26.9M |
| Man Group plc | 0.08% | Add +40.6% | 43,124 | $26.5M |
| Jacobs Levy Equity Management, Inc. | 0.10% | New | 42,350 | $26.1M |
| Fort Washington Investment Advisors Inc. | 0.15% | Reduce -2.8% | 39,755 | $24.5M |
| Retirement Systems of Alabama | 0.09% | Reduce -7.9% | 38,706 | $23.8M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +2478.7% | 38,500 | $23.7M |
| Royal Bank of Canada | 0.01% | Reduce -14.3% | 37,362 | $23.0M |
| Sei Investments Co. | 0.03% | Add +6.5% | 36,999 | $22.8M |
| Loomis Sayles & Co. L P | 0.03% | Add +0.7% | 36,724 | $22.6M |
| Alps Advisors Inc. | 0.12% | Add +7.0% | 33,843 | $20.8M |
| Aureus Asset Management, LLC | 1.42% | Add +18.1% | 33,038 | $20.3M |
| Segall Bryant & Hamill, LLC | 0.31% | Add +35.6% | 32,956 | $20.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -29.7% | 32,374 | $20.0M |
| Amundi | 0.01% | Reduce -18.4% | 30,827 | $19.1M |
| Legal & General Group Plc | 0.01% | Reduce -3.5% | 30,436 | $18.7M |
| Fenimore Asset Management Inc | 0.38% | Reduce -0.0% | 29,100 | $17.9M |
| Swiss National Bank | 0.01% | Reduce -1.8% | 27,600 | $17.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.6% | 26,996 | $16.6M |
| Gabelli Funds LLC | 0.12% | Reduce -4.7% | 25,800 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.2% | 25,593 | $15.7M |
| Martingale Asset Management L P | 0.38% | Reduce -14.5% | 24,042 | $14.8M |
| Kennedy Capital Management LLC | 0.35% | Reduce -3.0% | 23,975 | $14.8M |
| Cabot Wealth Management Inc. | 1.86% | Add +1.4% | 23,750 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +10.9% | 23,432 | $14.4M |
| Tidal Investments LLC | 0.12% | Reduce -3.7% | 23,192 | $14.3M |
| BLI - Banque de Luxembourg Investments | 0.43% | Reduce -16.1% | 23,500 | $14.2M |
| Algert Global LLC | 0.35% | Reduce -1.6% | 22,997 | $14.2M |
| Caisse de depot et placement du Quebec | 0.03% | Add +118.2% | 22,826 | $14.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.8% | 22,824 | $14.0M |
| Alliancebernstein L.P. | 0.00% | Add +14.1% | 21,980 | $13.5M |
| Formidable Asset Management, LLC | 2.07% | Add +0.0% | 20,087 | $12.4M |
| GAMCO Investors | 0.14% | Reduce -6.5% | 19,907 | $12.2M |
| State of Alaska, Department of Revenue | 0.14% | Add +0.2% | 19,863 | $12.2M |
| Squarepoint Ops LLC | 0.03% | Reduce -49.9% | 18,289 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Add +3.9% | 17,991 | $11.1M |
| Trexquant Investment LP | 0.13% | Add +51.3% | 17,628 | $10.8M |
| Lazard Asset Management LLC | 0.02% | Add +72.1% | 17,500 | $10.8M |
| Franklin Resources Inc. | 0.00% | Add +66.4% | 17,364 | $10.7M |
| GW&K Investment Management, LLC | 0.10% | Reduce -0.6% | 17,232 | $10.6M |
| Smith Salley Wealth Management | 0.69% | Add +1.0% | 17,155 | $10.6M |
| Bahl & Gaynor LLC | 0.05% | Add +0.7% | 17,032 | $10.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.37% | Add +8.6% | 16,679 | $10.3M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.4% | 16,564 | $10.2M |
| Boston Partners | 0.01% | Reduce -3.2% | 16,526 | $10.2M |
| Van Eck Associates Corp. | 0.01% | Add +8.9% | 16,494 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +26.6% | 15,799 | $9.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -49.3% | 14,983 | $9.2M |
| Gotham Asset Management | 0.08% | Reduce -6.6% | 14,948 | $9.2M |
| DRH Investments, Inc. | 10.69% | New | 14,847 | $9.1M |
| Evergreen Capital Management LLC | 0.30% | Reduce -5.2% | 14,331 | $8.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.4% | 14,172 | $8.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.11% | New | 13,912 | $8.6M |
| Teacher Retirement System of Texas | 0.04% | Reduce -26.6% | 13,793 | $8.5M |
| Nordea Investment Management AB | 0.01% | Reduce -0.0% | 13,637 | $8.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 13,261 | $8.2M |
| Oppenheimer & Co. Inc. | 0.12% | Reduce -0.5% | 12,857 | $7.9M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Add +154.8% | 12,384 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +111.5% | 12,164 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.4% | 12,163 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.5% | 11,738 | $7.2M |
| Deutsche Bank AG | 0.00% | Add +424.0% | 11,544 | $7.1M |
| Fisher Asset Management | 0.00% | Add +43.8% | 11,483 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.4% | 10,684 | $6.6M |
| Integrated Wealth Concepts LLC | 0.08% | Add +22.3% | 10,604 | $6.5M |
| Capital Insight Partners, LLC | 1.13% | Reduce -0.7% | 10,554 | $6.5M |
| LPL Financial LLC | 0.00% | Add +12.7% | 10,527 | $6.5M |
| Barclays PLC | 0.00% | Reduce -11.1% | 10,472 | $6.4M |
| Texas Yale Capital Corp. | 0.24% | No change | 9,573 | $5.9M |
| Holocene Advisors, LP | 0.02% | Reduce -23.1% | 9,550 | $5.9M |
| Keybank National Association | 0.02% | Reduce -0.9% | 9,524 | $5.9M |
| Quantinno Capital Management LP | 0.04% | Add +462.2% | 9,406 | $5.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +28.9% | 9,391 | $5.8M |
| Campbell & CO Investment Adviser LLC | 0.42% | New | 8,957 | $5.5M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.1% | 8,743 | $5.4M |
| OP Asset Management Ltd | 0.09% | — | 8,606 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.5% | 8,380 | $5.2M |
| William Allan Corp | 3.22% | Add +0.1% | 8,351 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.8% | 7,854 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.6% | 7,711 | $4.7M |
| Bridgewater Associates | 0.02% | Reduce -8.2% | 7,667 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -61.9% | 7,625 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 7,603 | $4.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 7,590 | $4.7M |
| Linden Thomas Advisory Services, LLC | 0.60% | Reduce -0.1% | 7,505 | $4.6M |
| Keeley-Teton Advisors, LLC | 0.54% | Reduce -0.3% | 7,211 | $4.4M |
| Amalgamated Bank | 0.04% | Reduce -4.2% | 6,884 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 6,805 | $4.2M |
| Jericho Financial, LLP | 3.04% | Add +14.7% | 6,802 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +3.0% | 6,722 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +63.6% | 6,508 | $4.0M |
| Covea Finance | 0.18% | Add +8.3% | 6,500 | $4.0M |
| Signal Advisors Wealth, LLC | 0.39% | Add +28.4% | 6,412 | $3.9M |
| Cape Cod Five Cents Savings Bank | 0.36% | No change | 6,536 | $3.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -23.4% | 6,326 | $3.9M |
| Comerica Bank | 0.02% | Reduce -2.1% | 6,265 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -63.1% | 6,252 | $3.8M |
| Aquatic Capital Management LLC | 0.10% | New | 6,154 | $3.8M |
| Nisa Investment Advisors, LLC | 0.02% | No change | 6,122 | $3.8M |
| NewEdge Wealth, LLC | 0.07% | Add +4.6% | 6,110 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.5% | 6,201 | $3.8M |
| Eukles Asset Management | 1.63% | Reduce -2.8% | 6,019 | $3.7M |
| Ontario Teachers Pension Plan Board | 0.06% | Add +258.4% | 5,992 | $3.7M |
| Verition Fund Management LLC | 0.02% | Add +31.9% | 5,963 | $3.7M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 5,847 | $3.6M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -10.3% | 5,823 | $3.6M |
| Second Line Capital, LLC | 0.92% | Add +8.4% | 5,801 | $3.6M |
| Brant Point Investment Management LLC | 0.86% | New | 5,742 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 5,443 | $3.3M |
| Point72 Hong Kong Ltd | 0.24% | New | 5,427 | $3.3M |
| Centaurus Financial, Inc. | 0.20% | Add +0.6% | 5,386 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 5,336 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.6% | 5,329 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.1% | 5,303 | $3.3M |
| Fieldview Capital Management, LLC | 0.46% | New | 5,292 | $3.3M |
| Commerce Bank | 0.02% | Add +246.6% | 5,216 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -39.7% | 5,198 | $3.2M |
| Illinois Municipal Retirement Fund | 0.05% | No change | 5,137 | $3.2M |
| Polar Capital Holdings Plc | 0.02% | Reduce -41.1% | 5,098 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 4,961 | $3.1M |
| LRT Capital Management, LLC | 2.03% | Reduce -34.0% | 4,824 | $3.0M |
| Laurus Global Equity Management Inc. | 1.95% | No change | 4,760 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.0% | 4,745 | $2.9M |
| Mackenzie Financial Corp. | 0.00% | Add +1.4% | 4,694 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 4,533 | $2.8M |
| Jump Financial, LLC | 0.04% | New | 4,513 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -1.2% | 4,498 | $2.8M |
| Element Capital Management LLC | 0.68% | New | 4,473 | $2.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -61.8% | 4,445 | $2.7M |
| Vest Financial, LLC | 0.04% | New | 4,338 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +2.7% | 4,234 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | New | 4,233 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | No change | 4,200 | $2.6M |
| Bank of Nova Scotia | 0.01% | Reduce -13.3% | 4,200 | $2.6M |
| MAI Capital Management | 0.02% | Add +7.5% | 4,165 | $2.6M |
| Fifth Third Bancorp | 0.01% | Reduce -16.1% | 4,140 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.20% | Add +3.5% | 4,134 | $2.5M |
| Arizona State Retirement System | 0.02% | Reduce -1.6% | 4,083 | $2.5M |
| HSBC Holdings PLC | 0.00% | Reduce -37.7% | 4,056 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 3,972 | $2.4M |
| ING Groep NV | 0.02% | No change | 3,900 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +1.3% | 3,860 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -6.7% | 3,852 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 3,800 | $2.3M |
| Inspire Investing, LLC | 0.27% | Reduce -31.4% | 3,721 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -29.9% | 3,717 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -59.2% | 3,636 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +2.9% | 3,609 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.3% | 3,582 | $2.2M |
| Prudential PLC | 0.01% | Add +1.6% | 3,578 | $2.2M |
| Park Place Capital Corp | 0.60% | Add +71.2% | 3,572 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.2% | 3,550 | $2.2M |
| Hanson & Doremus Investment Management | 0.31% | Add +14.3% | 3,493 | $2.1M |
| Consolidated Investment Group LLC | 0.32% | Reduce -4.6% | 3,435 | $2.1M |
| Kestra Investment Management, LLC | 0.04% | Add +224.5% | 3,440 | $2.1M |
| Canada Pension Plan Investment Board | 0.00% | Add +3300.0% | 3,400 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 3,332 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +4.4% | 3,328 | $2.0M |
| Waterloo Capital, L.P. | 0.19% | Add +18.0% | 3,276 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -5.2% | 3,246 | $2.0M |
| Waratah Capital Advisors Ltd. | 0.13% | No change | 3,122 | $1.9M |
| Synergy Asset Management, LLC | 0.24% | Add +108.4% | 3,049 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | No change | 3,046 | $1.9M |
| New Mexico Educational Retirement Board | 0.07% | No change | 3,000 | $1.8M |
| Creative Planning | 0.00% | Add +13.1% | 2,795 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.4% | 2,787 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Reduce -2.3% | 2,771 | $1.7M |
| Vestcor Inc | 0.06% | Reduce -34.8% | 2,768 | $1.7M |
| STRS Ohio | 0.01% | New | 2,732 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -85.9% | 2,697 | $1.7M |
| South Dakota Investment Council | 0.03% | No change | 2,689 | $1.7M |
| Trust Point Inc. | 0.15% | Reduce -25.5% | 2,671 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 2,645 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -14.8% | 2,627 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +1.6% | 2,624 | $1.6M |
| Amica Mutual Insurance Co. | 0.17% | No change | 2,571 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +6.3% | 2,452 | $1.5M |
| Utah Retirement Systems | 0.02% | Reduce -2.6% | 2,430 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.41% | Reduce -2.1% | 2,394 | $1.5M |
| Bokf, NA | 0.03% | Reduce -5.8% | 2,388 | $1.5M |
| Voleon Capital Management LP | 0.11% | Add +10.7% | 2,374 | $1.5M |
| Bailard, Inc. | 0.04% | No change | 2,321 | $1.4M |
| First Financial Bankshares Inc | 0.03% | No change | 2,308 | $1.4M |
| Independent Advisor Alliance | 0.05% | Add +0.6% | 2,293 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +131.0% | 2,289 | $1.4M |
| National Bank of Canada | 0.00% | No change | 2,200 | $1.4M |
| Elevate Capital Advisors, LLC | 1.25% | Add +5.3% | 2,198 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -18.2% | 2,197 | $1.4M |
| Aigen Investment Management, LP | 0.22% | Add +9.6% | 2,194 | $1.4M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -3.7% | 2,144 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -6.6% | 2,137 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 2,100 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.17% | Reduce -2.6% | 2,092 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.4% | 2,060 | $1.3M |
| &partners | 0.01% | Add +2.1% | 2,070 | $1.3M |
| Lord & Richards Wealth Management, LLC | 1.42% | Add +109.0% | 2,032 | $1.3M |
| SG Americas Securities, LLC | 0.00% | New | 2,032 | $1.3M |
| Cim, LLC | 0.19% | Add +1.1% | 2,029 | $1.2M |
| Roundview Capital LLC | 0.09% | No change | 2,024 | $1.2M |
| Wellington Management Group LLP | 0.00% | Reduce -10.3% | 2,014 | $1.2M |
| Bright Rock Capital Management, LLC | 0.26% | No change | 2,000 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 2,000 | $1.2M |
| Leavell Investment Management, Inc. | 0.06% | No change | 2,000 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.5% | 1,978 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.5% | 1,952 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -8.6% | 1,944 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 1,848 | $1.1M |
| Dark Forest Capital Management LP | 0.05% | New | 1,846 | $1.1M |
| Xponance LLC | 0.01% | Reduce -6.5% | 1,845 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +47.9% | 1,827 | $1.1M |
| AlphaQuest LLC | 0.12% | Add +527.1% | 1,825 | $1.1M |
| Nebula Research & Development LLC | 0.10% | Reduce -55.2% | 1,721 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 1,715 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +9.9% | 1,707 | $1.1M |
| West Coast Financial LLC | 0.12% | Reduce -14.9% | 1,688 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +6.5% | 1,645 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +25.7% | 1,624 | $999K |
| New York Life Investment Management LLC | 0.01% | Add +1.1% | 1,577 | $970K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -44.0% | 1,550 | $954K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -3.4% | 1,530 | $941K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.3% | 1,496 | $921K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +76.9% | 1,486 | $914K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -73.2% | 1,482 | $912K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,480 | $911K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 1,448 | $891K |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.5% | 1,442 | $887K |
| Edgestream Partners, L.P. | 0.03% | Reduce -71.4% | 1,432 | $881K |
| Federated Hermes, Inc. | 0.00% | Add +1.0% | 1,422 | $875K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.9% | 1,412 | $869K |
| Graham Capital Management, L.P. | 0.04% | New | 1,396 | $859K |
| QRG Capital Management, Inc. | 0.01% | Add +1.3% | 1,354 | $833K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 1,323 | $814K |
| Cerity Partners LLC | 0.00% | Add +37.4% | 1,318 | $811K |
| Prudential Financial Inc. | 0.00% | Add +24.5% | 1,315 | $809K |
| Abbot Financial Management, Inc. | 0.38% | No change | 1,200 | $738K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -8.9% | 1,198 | $737K |
| Quantbot Technologies LP | 0.02% | New | 1,197 | $737K |
| Mitchell & Pahl Private Wealth, LLC | 0.34% | Reduce -0.3% | 1,195 | $735K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,171 | $721K |
| Virtu Financial LLC | 0.04% | Add +13.6% | 1,104 | $679K |
| Postrock Partners LLC | 0.34% | No change | 1,103 | $679K |
| Smith Group Asset Management, LLC | 0.05% | New | 1,100 | $677K |
| Hillsdale Investment Management Inc. | 0.03% | New | 1,100 | $677K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 1,100 | $677K |
| Fortune Financial Advisors, LLC | 0.58% | New | 1,085 | $668K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -1.0% | 1,067 | $657K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.9% | 1,062 | $653K |
| Aviva PLC | 0.00% | Reduce -4.5% | 1,051 | $647K |
| Clarus Group, Inc. | 0.25% | Reduce -24.8% | 1,049 | $646K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.7% | 1,016 | $625K |
| L2 Asset Management, LLC | 0.13% | Add +138.2% | 1,003 | $617K |
| Bayforest Capital Ltd | 0.27% | New | 1,001 | $616K |
| Unique Wealth, LLC | 0.12% | No change | 1,000 | $615K |
| United Services Automobile Association | 0.02% | New | 993 | $601K |
| LVW Advisors, LLC | 0.07% | Add +0.4% | 974 | $599K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.3% | 969 | $596K |
| Quadrature Capital Ltd | 0.01% | New | 969 | $596K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -29.1% | 951 | $585K |
| Bessemer Group Inc. | 0.00% | Add +14.2% | 950 | $585K |
| Pandora Wealth, Inc. | 0.38% | — | 943 | $580K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.0% | 928 | $571K |
| Two Sigma Securities, LLC | 0.09% | New | 927 | $570K |
| Maripau Wealth Management LLC | 0.32% | Add +36.0% | 919 | $566K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -27.7% | 917 | $564K |
| Virtus Advisers, LLC | 0.37% | New | 895 | $551K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 880 | $541K |
| Verus Capital Partners, LLC | 0.05% | Add +1.7% | 877 | $540K |
| AdvisorShares Investments LLC | 0.11% | New | 870 | $538K |
| Second Half Financial Partners, LLC | 0.26% | Reduce -3.9% | 868 | $534K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -8.1% | 853 | $525K |
| United Advisor Group, LLC | 0.11% | Add +5.5% | 851 | $524K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +19.2% | 849 | $522K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.0% | 843 | $519K |
| Lanark Financial, Inc. | 0.04% | — | 834 | $513K |
| One Plus One Wealth Management, LLC | 0.28% | Reduce -26.5% | 831 | $511K |
| Renasant Bank | 0.33% | Add +2.3% | 815 | $501K |
| Convergence Investment Partners, LLC | 0.14% | New | 814 | $501K |
| Fox Run Management, L.L.C. | 0.08% | Add +97.3% | 793 | $488K |
| Ballentine Partners, LLC | 0.01% | Add +12.1% | 789 | $485K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.7% | 781 | $481K |
| Moloney Securities Asset Management, LLC | 0.06% | No change | 764 | $470K |
| Impact Capital Partners LLC | 0.17% | Add +2.7% | 763 | $469K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -53.4% | 770 | $466K |
| Vident Advisory, LLC | 0.01% | Reduce -44.9% | 738 | $454K |
| Sterling Capital Management LLC | 0.01% | Reduce -10.2% | 738 | $454K |
| Somerset Trust Co | 0.15% | Add +30.5% | 702 | $432K |
| Jain Global LLC | 0.01% | Reduce -61.0% | 698 | $429K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 694 | $427K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -79.4% | 692 | $426K |
| Pacer Advisors, Inc. | 0.00% | Reduce -69.2% | 690 | $425K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.1% | 688 | $423K |
| Alaska Permanent Fund Corp | 0.01% | No change | 725 | $422K |
| Delta Capital Management LLC | 0.25% | Reduce -2.8% | 685 | $421K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 683 | $421K |
| Parallel Advisors, LLC | 0.01% | Add +1.7% | 673 | $414K |
| First Heartland Consultants, Inc. | 0.04% | Add +6.7% | 673 | $414K |
| Glen Eagle Advisors, LLC | 0.07% | Add +39.5% | 654 | $403K |
| Iowa State Bank | 0.08% | Reduce -7.1% | 650 | $400K |
| Welch Group, LLC | 0.02% | No change | 660 | $400K |
| M&T Bank Corp | 0.00% | Reduce -34.0% | 636 | $391K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -4.5% | 635 | $391K |
| KBC Group NV | 0.00% | Reduce -89.2% | 626 | $385K |
| Machina Capital S.A.S. | 0.11% | New | 619 | $381K |
| Ausbil Investment Management Ltd | 0.23% | Reduce -68.8% | 618 | $380K |
| Lone Peak Global Investors LLC | 0.07% | New | 592 | $364K |
| Wealth Alliance, LLC | 0.04% | Add +5.4% | 589 | $363K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.8% | 589 | $362K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 586 | $361K |
| Caprock Group, LLC | 0.01% | Reduce -10.8% | 586 | $361K |
| McAdam, LLC | 0.02% | Reduce -4.4% | 584 | $359K |
| Diversified Enterprises, LLC | 0.03% | New | 583 | $359K |
| Cynosure Group, LLC | 0.05% | Add +4.3% | 581 | $358K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -6.2% | 580 | $357K |
| Eads & Heald Wealth Management | 0.18% | No change | 566 | $348K |
| WCM Investment Management, LLC | 0.00% | New | 571 | $346K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 560 | $345K |
| CI Investments Inc. | 0.00% | Reduce -17.3% | 554 | $341K |
| Shelton Capital Management | 0.01% | Reduce -3.4% | 549 | $338K |
| MBE Wealth Management, LLC | 0.16% | New | 543 | $334K |
| Net Worth Advisory Group | 0.10% | Add +18.1% | 541 | $333K |
| Blueshift Asset Management, LLC | 0.13% | Reduce -38.0% | 539 | $332K |
| KFG Wealth Management, LLC | 0.06% | Add +4.6% | 525 | $323K |
| Independent Solutions Wealth Management, LLC | 0.07% | No change | 519 | $319K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.2% | 512 | $315K |
| QSV Equity Investors LLC | 0.32% | Reduce -0.6% | 508 | $313K |
| Heritage Family Offices, LLP | 0.16% | No change | 506 | $311K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 503 | $310K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1.0% | 503 | $309K |
| Silver Oak Securities, Incorporated | 0.03% | New | 510 | $309K |
| Advisor OS, LLC | 0.04% | Reduce -7.4% | 502 | $309K |
| MCF Advisors LLC | 0.02% | No change | 500 | $308K |
| Keyvantage Wealth, LLC | 0.15% | No change | 499 | $307K |
| Summit Trail Advisors, LLC | 0.01% | New | 491 | $302K |
| Everpar Advisors LLC | 0.16% | Add +9.0% | 485 | $298K |
| Cresset Asset Management, LLC | 0.00% | Add +7.4% | 481 | $296K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Add +100.8% | 492 | $296K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 480 | $295K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -38.3% | 479 | $295K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.8% | 478 | $294K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +1.7% | 478 | $294K |
| Walleye Capital LLC | 0.00% | New | 469 | $289K |
| 111 Capital | 0.06% | New | 468 | $288K |
| CIBC Asset Management Inc | 0.00% | Add +2.2% | 467 | $287K |
| Sunburst Financial Group, LLC | 0.07% | New | 458 | $282K |
| IFP Advisors, Inc | 0.01% | Reduce -6.8% | 452 | $282K |
| Magnetar Financial LLC | 0.00% | New | 457 | $281K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 455 | $280K |
| Hengehold Capital Management LLC | 0.03% | No change | 454 | $279K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 453 | $279K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -2.4% | 445 | $274K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.4% | 438 | $270K |
| Headlands Technologies LLC | 0.03% | Add +0.5% | 436 | $268K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.8% | 434 | $267K |
| DAVENPORT & Co LLC | 0.00% | New | 430 | $265K |
| Brogan Financial, Inc. | 0.13% | Add +7.3% | 426 | $262K |
| Gsa Capital Partners LLP | 0.02% | New | 425 | $262K |
| Cwm, LLC | 0.00% | Add +9.3% | 421 | $259K |
| Merit Financial Group, LLC | 0.00% | New | 417 | $257K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -99.6% | 409 | $252K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 405 | $249K |
| Thrive Wealth Management, LLC | 0.05% | New | 403 | $248K |
| Brown Advisory Inc. | 0.00% | New | 401 | $247K |
| Susquehanna Portfolio Strategies, LLC | 0.11% | New | 400 | $246K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 400 | $246K |
| XTX Topco Ltd | 0.01% | Reduce -92.4% | 400 | $246K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 400 | $246K |
| Essex Financial Services, Inc. | 0.02% | Reduce -4.4% | 393 | $242K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.9% | 393 | $242K |
| Cushing Capital Partners, LLC | 0.21% | New | 384 | $237K |
| Park National Corp. | 0.01% | No change | 383 | $236K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -2.4% | 374 | $230K |
| TrueWealth Advisors, LLC | 0.07% | New | 367 | $226K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +167.7% | 364 | $224K |
| CFC Planning Co LLC | 0.24% | New | 361 | $222K |
| State of Wyoming | 0.03% | Add +10.1% | 361 | $222K |
| Inspire Advisors, LLC | 0.03% | New | 360 | $221K |
| Stevens Capital Management LP | 0.05% | New | 358 | $220K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 356 | $219K |
| Retirement Guys Formula LLC | 0.11% | New | 355 | $219K |
| Faithward Advisors, LLC | 0.04% | New | 351 | $216K |
| Ascentis Independent Advisors | 0.04% | Reduce -33.2% | 350 | $215K |
| Olympiad Research LP | 0.25% | New | 348 | $214K |
| Profund Advisors LLC | 0.01% | New | 343 | $211K |
| Ascent Group, LLC | 0.01% | Reduce -30.0% | 341 | $210K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 337 | $207K |
| Quadrant Capital Group LLC | 0.01% | Add +106.3% | 328 | $202K |
| IHT Wealth Management, LLC | 0.01% | New | 327 | $201K |
| Whittier Trust Co. | 0.00% | No change | 325 | $200K |
| Arax Advisory Partners | 0.01% | Add +127.4% | 307 | $189K |
| Signaturefd, LLC | 0.00% | Reduce -8.4% | 305 | $187K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 303 | $186K |
| Covestor Ltd | 0.11% | Add +12.2% | 277 | $171K |
| GAMMA Investing LLC | 0.01% | Add +113.4% | 271 | $167K |
| Shell Asset Management Co. | 0.01% | Reduce -3.9% | 268 | $165K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.3% | 258 | $159K |
| Amica Retiree Medical Trust | 0.24% | Reduce -15.1% | 254 | $156K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $154K |
| CGC Financial Services, LLC | 0.06% | No change | 229 | $141K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $123K |
| Tsfg, LLC | 0.03% | No change | 200 | $123K |
| Clearstead Advisors, LLC | 0.00% | Reduce -62.0% | 191 | $118K |
| North Star Investment Management Corp. | 0.01% | Reduce -25.0% | 186 | $114K |
| Tompkins Financial Corp. | 0.01% | No change | 174 | $107K |
| First Horizon Advisors, Inc. | 0.00% | Add +16.1% | 173 | $107K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 182 | $104K |
| UMB Bank, n.a. | 0.00% | Add +219.2% | 166 | $102K |
| Mather Group, Llc. | 0.00% | Add +53.3% | 161 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.9% | 150 | $93K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -31.2% | 150 | $93K |
| LRI Investments, LLC | 0.01% | Reduce -40.7% | 150 | $93K |
| Allworth Financial LP | 0.00% | Add +3.3% | 156 | $85K |
| NewEdge Advisors, LLC | 0.00% | No change | 137 | $84K |
| Zions Bancorporation, National Association | 0.00% | — | 110 | $68K |
| Brown Brothers Harriman & Co. | 0.00% | Add +23.9% | 109 | $67K |
| Lindbrook Capital, LLC | 0.01% | Add +1077.8% | 106 | $65K |
| Caitong International Asset Management Co., Ltd | 0.05% | Reduce -57.9% | 99 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Add +330.4% | 99 | $61K |
| Versant Capital Management, Inc | 0.01% | Add +600.0% | 98 | $60K |
| Painted Porch Advisors LLC | 0.02% | Reduce -57.7% | 74 | $46K |
| Blume Capital Management, Inc. | 0.01% | No change | 65 | $40K |
| Trust Co. of Vermont | 0.00% | No change | 65 | $40K |
| Principal Securities, Inc. | 0.00% | No change | 73 | $39K |
| Atala Financial Inc | 0.02% | No change | 55 | $34K |
| Binnacle Investments Inc | 0.02% | — | 55 | $34K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -3.6% | 54 | $33K |
| Sunbelt Securities, Inc. | 0.00% | New | 53 | $33K |
| WPG Advisers, LLC | 0.03% | Reduce -44.7% | 52 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +34.2% | 51 | $31K |
| SVB Wealth LLC | 0.00% | New | 49 | $30K |
| HM Payson & Co. | 0.00% | New | 48 | $30K |
| Alpine Bank Wealth Management | 0.00% | — | 47 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.5% | 46 | $28K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $26K |
| Hemington Wealth Management | 0.00% | Add +10.5% | 42 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +11.1% | 40 | $25K |
| Centerpoint Advisors, LLC | 0.01% | No change | 35 | $22K |
| Whipplewood Advisors, LLC | 0.01% | Add +54.5% | 51 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 33 | $20K |
| Optiver Holding B.V. | 0.00% | New | 32 | $20K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -31.1% | 31 | $19K |
| City Holding Co. | 0.00% | New | 31 | $19K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 30 | $19K |
| Rise Advisors, LLC | 0.01% | Reduce -25.0% | 30 | $19K |
| Brooklyn Investment Group | 0.00% | Add +130.8% | 30 | $18K |
| Huntington National Bank | 0.00% | Add +45.0% | 29 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 28 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | New | 28 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 27 | $17K |
| Security National Bank | 0.00% | No change | 25 | $15K |
| Quent Capital, LLC | 0.00% | Reduce -4.5% | 21 | $13K |
| Global Financial Private Client, LLC | 0.00% | Add +17.6% | 20 | $12K |
| Assetmark, Inc. | 0.00% | Add +28.6% | 18 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 17 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -19.1% | 17 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 13 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +500.0% | 12 | $7K |
| Private Trust Co. NA | 0.00% | Reduce -21.4% | 11 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +83.3% | 11 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $6K |
| Kiker Wealth Management, LLC | 0.00% | New | 10 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 9 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 8 | $5K |
| Spire Wealth Management | 0.00% | Reduce -36.4% | 7 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +133.3% | 7 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -12.5% | 7 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 6 | $4K |
| ESL Trust Services, LLC | 0.00% | No change | 6 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 6 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 6 | $4K |
| Red Tortoise LLC | 0.00% | No change | 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% | No change | 4 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -69.2% | 4 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -57.1% | 3 | $2K |
| True Wealth Design, LLC | 0.00% | New | 3 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +50.0% | 3 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $2K |
| Montag A & Associates Inc. | 0.00% | Add +50.0% | 3 | $2K |
| Sachetta, LLC | 0.00% | No change | 2 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 2 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $1K |
| NewSquare Capital LLC | 0.00% | New | 2 | $1K |
| Horizon Investments, LLC | 0.00% | New | 2 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $1K |
| Avion Wealth | 0.00% | No change | 2 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -93.8% | 1 | $635 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $616 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $616 |
| SouthState Bank Corp | 0.00% | Reduce -85.7% | 1 | $616 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 1 | $615 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $615 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $615 |
| CVA Family Office, LLC | 0.00% | Reduce -91.7% | 1 | $615 |
| Stonebridge Financial Group, LLC | 0.00% | New | 1 | $615 |
"% of holder's portfolio" is CHE's weight in each manager's 13F, not the share of Chemed Corp. the manager owns.