ChemedCHE
13F holders, Q2 2025 (June 30)538holders −16
58new positions
70sold out
10famous investors
$488.00avg. 13F price*
At the end of Q2 2025, 538 institutions reported holding Chemed Corp. (CHE) in their 13F filings, down 16 from Q1 2025. 58 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($780.3M), BlackRock, Inc. ($651.9M) and Kayne Anderson Rudnick Investment Management LLC ($287.2M). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Chemed Corp.
- CUSIP
- 16359R103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $51.1M |
| Exits | 70 | $207.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,182,515 shares bought and 1,153,725 shares sold, net +28,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 538 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.3% | 1,602,571 | $780.3M |
| BlackRock, Inc. | 0.01% | Reduce -3.1% | 1,338,888 | $651.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.69% | Reduce -1.2% | 589,837 | $287.2M |
| Neuberger Berman Group LLC | 0.18% | Reduce -7.0% | 484,903 | $236.1M |
| State Street Corp. | 0.01% | Reduce -1.7% | 477,014 | $232.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 355,808 | $173.3M |
| Morgan Stanley | 0.01% | Add +10.3% | 346,015 | $168.5M |
| William Blair Investment Management, LLC | 0.44% | Reduce -23.2% | 339,086 | $165.1M |
| Impax Asset Management Group plc | 0.75% | Reduce -11.3% | 267,589 | $130.3M |
| Acadian Asset Management LLC | 0.25% | Add +69.3% | 250,722 | $122.1M |
| Boston Trust Walden Corp | 0.86% | Add +0.4% | 247,434 | $120.5M |
| TD Asset Management Inc | 0.10% | Reduce -7.4% | 245,285 | $119.4M |
| Epoch Investment Partners, Inc. | 0.60% | Reduce -5.3% | 237,397 | $115.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.0% | 227,370 | $110.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 224,545 | $109.3M |
| Northern Trust Corp. | 0.01% | Reduce -6.4% | 201,707 | $98.2M |
| AQR Capital Management | 0.08% | Add +160.9% | 201,041 | $97.9M |
| FMR LLC | 0.01% | Reduce -30.4% | 188,818 | $91.9M |
| Norges Bank | 0.01% | Reduce -8.6% | 183,574 | $89.4M |
| DekaBank Deutsche Girozentrale | 0.15% | Add +0.5% | 155,267 | $85.3M |
| Fuller & Thaler Asset Management, Inc. | 0.28% | Add +21.9% | 158,581 | $77.2M |
| Invesco Ltd. | 0.01% | Reduce -14.7% | 153,901 | $74.9M |
| First Trust Advisors LP | 0.06% | Add +22.4% | 150,132 | $73.1M |
| Copeland Capital Management, LLC | 1.47% | Reduce -1.5% | 146,834 | $71.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.8% | 144,689 | $70.5M |
| Schwartz Investment Counsel Inc. | 2.24% | Add +11.3% | 139,804 | $68.1M |
| Millennium Management | 0.06% | Add +87.5% | 134,779 | $65.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.7% | 131,922 | $64.2M |
| Van Berkom & Associates Inc. | 1.86% | Add +18.9% | 128,423 | $62.5M |
| EULAV Asset Management | 1.41% | Add +0.0% | 123,518 | $60.1M |
| FIL Ltd | 0.05% | Add +33.5% | 119,600 | $58.2M |
| Wells Fargo & Company | 0.01% | Reduce -4.5% | 115,132 | $56.1M |
| Bank of America Corp. | 0.00% | Add +15.4% | 95,134 | $46.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -45.2% | 92,667 | $45.1M |
| Caisse de depot et placement du Quebec | 0.09% | Add +297.7% | 90,782 | $44.2M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -4.8% | 90,213 | $43.9M |
| Renaissance Technologies | 0.06% | Add +73.2% | 88,500 | $43.1M |
| Schroder Investment Management Group | 0.04% | Add +88.1% | 86,625 | $42.2M |
| Principal Financial Group Inc. | 0.02% | Add +9.9% | 79,131 | $38.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.1% | 76,154 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.1% | 75,215 | $36.6M |
| Bridges Investment Management Inc. | 0.47% | Add +0.7% | 71,492 | $34.8M |
| Jupiter Asset Management Ltd. | 0.28% | Add +35.0% | 69,563 | $33.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +41.1% | 67,048 | $32.6M |
| Voloridge Investment Management, LLC | 0.12% | Add +1403.3% | 66,824 | $32.5M |
| Riverbridge Partners LLC | 0.49% | Reduce -13.3% | 62,004 | $30.2M |
| Aristotle Capital Boston, LLC | 1.50% | Reduce -7.3% | 60,355 | $29.4M |
| Ranger Investment Management, L.P. | 2.02% | Add +13.3% | 59,505 | $29.0M |
| California Public Employees Retirement System | 0.02% | Reduce -15.2% | 58,037 | $28.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.1% | 57,873 | $28.2M |
| ProShare Advisors LLC | 0.05% | Add +1.4% | 56,504 | $27.5M |
| Candriam S.C.A. | 0.16% | Add +23.1% | 55,609 | $27.1M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 55,278 | $26.9M |
| UBS Group AG | 0.01% | Add +18.7% | 54,917 | $26.7M |
| Man Group plc | 0.05% | Add +16.9% | 50,422 | $24.6M |
| Aptus Capital Advisors, LLC | 0.24% | Add +11.6% | 50,256 | $24.5M |
| Sei Investments Co. | 0.03% | Add +31.1% | 48,513 | $23.6M |
| Nuveen, LLC | 0.01% | Reduce -2.4% | 48,442 | $23.6M |
| Public Employees Retirement Association of Colorado | 0.09% | Add +18.4% | 45,589 | $22.2M |
| Russell Investments Group, Ltd. | 0.03% | Add +79.3% | 42,002 | $21.1M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -22.0% | 40,971 | $20.0M |
| BNP Paribas Financial Markets | 0.02% | Add +124.8% | 40,440 | $19.7M |
| D. E. Shaw & Co. | 0.02% | Reduce -8.1% | 40,129 | $19.5M |
| Fort Washington Investment Advisors Inc. | 0.11% | Reduce -3.4% | 38,392 | $18.7M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.9% | 38,351 | $18.7M |
| Loomis Sayles & Co. L P | 0.02% | Add +3.8% | 38,102 | $18.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 36,759 | $17.9M |
| Two Sigma Investments, LP | 0.03% | Add +869.3% | 36,029 | $17.5M |
| Aureus Asset Management, LLC | 1.10% | Add +7.1% | 35,387 | $17.2M |
| Segall Bryant & Hamill, LLC | 0.24% | Add +6.9% | 35,237 | $17.2M |
| Alps Advisors Inc. | 0.09% | Reduce -1.2% | 33,450 | $16.3M |
| Legal & General Group Plc | 0.00% | Add +4.0% | 31,642 | $15.4M |
| Gabelli Funds LLC | 0.11% | Add +20.0% | 30,967 | $15.1M |
| Squarepoint Ops LLC | 0.03% | Add +68.3% | 30,780 | $15.0M |
| Martingale Asset Management L P | 0.37% | Add +27.6% | 30,668 | $14.9M |
| Algert Global LLC | 0.31% | Add +30.4% | 29,981 | $14.6M |
| BLI - Banque de Luxembourg Investments | 0.41% | Add +9.4% | 25,700 | $14.4M |
| Fenimore Asset Management Inc | 0.28% | Reduce -0.3% | 29,018 | $14.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -10.4% | 28,991 | $14.0M |
| Swiss National Bank | 0.01% | Add +1.1% | 27,900 | $13.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 26,571 | $12.9M |
| Formidable Asset Management, LLC | 2.06% | Add +0.9% | 20,266 | $12.3M |
| Cabot Wealth Management Inc. | 1.40% | Add +1.7% | 24,157 | $11.8M |
| Kennedy Capital Management LLC | 0.27% | Reduce -3.8% | 23,061 | $11.2M |
| Boston Partners | 0.01% | Add +37.1% | 22,651 | $11.0M |
| Lazard Asset Management LLC | 0.02% | Add +21.8% | 21,318 | $10.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.9% | 21,241 | $10.3M |
| GAMCO Investors | 0.10% | Add +1.9% | 20,280 | $9.9M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -0.5% | 19,758 | $9.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -23.9% | 19,474 | $9.5M |
| Franklin Resources Inc. | 0.00% | Add +9.9% | 19,077 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.1% | 18,666 | $9.1M |
| Tidal Investments LLC | 0.06% | Reduce -21.8% | 18,126 | $8.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +65.9% | 17,591 | $8.6M |
| Smith Salley Wealth Management | 0.49% | Add +2.3% | 17,551 | $8.5M |
| Bahl & Gaynor LLC | 0.04% | Add +2.0% | 17,369 | $8.5M |
| GW&K Investment Management, LLC | 0.07% | Reduce -0.1% | 17,217 | $8.4M |
| Citadel Advisors | 0.01% | Reduce -65.3% | 16,736 | $8.1M |
| Barclays PLC | 0.00% | Add +56.5% | 16,389 | $8.0M |
| Allianz Asset Management GmbH | 0.01% | Add +145.7% | 15,541 | $7.6M |
| DRH Investments, Inc. | 7.79% | Add +4.3% | 15,482 | $7.5M |
| Van Eck Associates Corp. | 0.01% | Reduce -9.1% | 14,993 | $7.3M |
| Teacher Retirement System of Texas | 0.03% | Add +6.7% | 14,711 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +433.6% | 14,391 | $7.0M |
| New York State Teachers Retirement System | 0.01% | No change | 14,172 | $6.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -13.1% | 13,730 | $6.7M |
| Nordea Investment Management AB | 0.01% | Add +0.2% | 13,668 | $6.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 13,229 | $6.4M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -1.1% | 12,709 | $6.2M |
| HSBC Holdings PLC | 0.00% | Add +218.0% | 12,899 | $6.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | Reduce -10.8% | 12,402 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 11,874 | $5.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +67.0% | 11,365 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.1% | 11,141 | $5.4M |
| LPL Financial LLC | 0.00% | Add +0.3% | 10,560 | $5.1M |
| Evergreen Capital Management LLC | 0.15% | Reduce -27.8% | 10,349 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.8% | 10,278 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +7.0% | 10,217 | $5.0M |
| Gotham Asset Management | 0.03% | Reduce -31.8% | 10,198 | $5.0M |
| Covea Finance | 0.18% | Add +52.3% | 9,900 | $4.8M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 9,837 | $4.8M |
| Fisher Asset Management | 0.00% | Reduce -15.0% | 9,762 | $4.8M |
| ExodusPoint Capital Management, LP | 0.06% | Add +128.7% | 9,681 | $4.7M |
| Signal Advisors Wealth, LLC | 0.36% | Add +49.5% | 9,586 | $4.7M |
| Texas Yale Capital Corp. | 0.15% | No change | 9,573 | $4.7M |
| Quantinno Capital Management LP | 0.02% | Add +1.6% | 9,561 | $4.7M |
| Keybank National Association | 0.02% | No change | 9,524 | $4.6M |
| Brevan Howard Capital Management LP | 0.05% | Add +512.5% | 9,494 | $4.6M |
| Capital Insight Partners, LLC | 0.78% | Reduce -12.4% | 9,247 | $4.5M |
| Public Sector Pension Investment Board | 0.02% | New | 9,204 | $4.5M |
| Bank of Nova Scotia | 0.01% | Add +114.3% | 8,999 | $4.4M |
| Johnson Investment Counsel Inc. | 0.04% | Add +0.6% | 8,794 | $4.3M |
| William Allan Corp | 2.34% | Reduce -1.3% | 8,246 | $4.0M |
| Cape Cod Five Cents Savings Bank | 0.36% | No change | 6,536 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.3% | 7,933 | $3.9M |
| Illinois Municipal Retirement Fund | 0.05% | Add +54.4% | 7,929 | $3.9M |
| Amundi | 0.00% | Reduce -73.9% | 8,045 | $3.8M |
| Edgestream Partners, L.P. | 0.10% | Add +435.3% | 7,665 | $3.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.8% | 7,632 | $3.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.3% | 7,525 | $3.7M |
| Graham Capital Management, L.P. | 0.11% | Add +433.1% | 7,442 | $3.6M |
| Linden Thomas Advisory Services, LLC | 0.40% | Reduce -1.4% | 7,399 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 7,390 | $3.6M |
| Vest Financial, LLC | 0.05% | Add +68.7% | 7,319 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -5.6% | 7,276 | $3.5M |
| Twinbeech Capital LP | 0.08% | New | 7,143 | $3.5M |
| LRT Capital Management, LLC | 2.00% | Add +43.7% | 6,934 | $3.4M |
| Amalgamated Bank | 0.03% | Reduce -0.5% | 6,850 | $3.3M |
| Two Sigma Advisers, LP | 0.01% | New | 6,800 | $3.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -27.6% | 6,799 | $3.3M |
| Jericho Financial, LLP | 2.16% | Reduce -1.3% | 6,711 | $3.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.2% | 6,706 | $3.3M |
| Janus Henderson Group PLC | 0.00% | Add +4.4% | 6,473 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.1% | 6,191 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 6,144 | $3.0M |
| Second Line Capital, LLC | 0.69% | Add +4.9% | 6,084 | $3.0M |
| Trexquant Investment LP | 0.03% | Reduce -65.6% | 6,058 | $2.9M |
| Tudor Investment Corporation | 0.02% | New | 6,058 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -50.2% | 6,054 | $2.9M |
| Eukles Asset Management | 1.20% | Reduce -0.2% | 6,007 | $2.9M |
| Horizon Investments, LLC | 0.05% | Add +297250.0% | 5,947 | $2.9M |
| Comerica Bank | 0.01% | Reduce -6.0% | 5,886 | $2.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -22.6% | 5,878 | $2.9M |
| Commerce Bank | 0.02% | Add +11.0% | 5,788 | $2.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +3.8% | 5,536 | $2.7M |
| Centaurus Financial, Inc. | 0.16% | Add +1.9% | 5,491 | $2.7M |
| HRT Financial LP | 0.01% | New | 5,465 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +2.9% | 5,459 | $2.7M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 5,382 | $2.6M |
| NewEdge Wealth, LLC | 0.04% | Reduce -2.1% | 5,984 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +5.0% | 5,211 | $2.5M |
| Crawford Fund Management, LLC | 1.49% | New | 5,200 | $2.5M |
| Polar Capital Holdings Plc | 0.01% | No change | 5,098 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.5% | 5,090 | $2.5M |
| Brant Point Investment Management LLC | 0.55% | Reduce -12.9% | 5,000 | $2.4M |
| Agf Management Ltd. | 0.01% | New | 4,994 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.8% | 4,967 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +26.3% | 4,800 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 4,745 | $2.3M |
| Citigroup Inc. | 0.00% | Add +43.7% | 4,665 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +11.7% | 4,618 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.0% | 4,598 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 4,533 | $2.2M |
| American Century Companies Inc. | 0.00% | Reduce -30.8% | 4,504 | $2.2M |
| Cumberland Partners Ltd | 0.15% | New | 4,500 | $2.2M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 4,500 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +237.7% | 4,451 | $2.2M |
| OP Asset Management Ltd | 0.03% | Reduce -48.6% | 4,422 | $2.2M |
| Vestcor Inc | 0.06% | Add +59.4% | 4,412 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -2.4% | 4,390 | $2.1M |
| Mariner, LLC | 0.00% | Add +20.4% | 4,376 | $2.1M |
| Engineers Gate Manager LP | 0.03% | Add +90.4% | 4,359 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +11.9% | 4,320 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +4.5% | 4,265 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +0.6% | 4,259 | $2.1M |
| MAI Capital Management | 0.01% | Add +0.9% | 4,204 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -28.0% | 4,194 | $2.0M |
| Quadrature Capital Ltd | 0.03% | Add +325.0% | 4,118 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.4% | 4,100 | $2.0M |
| Dark Forest Capital Management LP | 0.08% | Add +120.4% | 4,069 | $2.0M |
| Laurus Global Equity Management Inc. | 1.21% | Reduce -20.4% | 3,790 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.0% | 3,772 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.9% | 3,759 | $1.8M |
| Voleon Capital Management LP | 0.10% | Add +56.6% | 3,718 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -70.1% | 3,708 | $1.8M |
| Waterloo Capital, L.P. | 0.15% | Add +12.7% | 3,693 | $1.8M |
| Pinebridge Investments, L.P. | 0.01% | Add +144.4% | 3,622 | $1.8M |
| Nebula Research & Development LLC | 0.15% | Add +109.7% | 3,608 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -2.8% | 3,509 | $1.7M |
| Park Place Capital Corp | 0.39% | Reduce -2.0% | 3,500 | $1.7M |
| Consolidated Investment Group LLC | 0.22% | No change | 3,435 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -10.8% | 3,435 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,400 | $1.7M |
| Inspire Investing, LLC | 0.18% | Reduce -9.5% | 3,369 | $1.6M |
| STRS Ohio | 0.01% | Add +23.3% | 3,368 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.1% | 3,368 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +1.1% | 3,363 | $1.6M |
| Magnetar Financial LLC | 0.01% | Add +625.0% | 3,313 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -20.7% | 3,284 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -2.0% | 3,266 | $1.6M |
| AlphaQuest LLC | 0.15% | Add +76.8% | 3,226 | $1.6M |
| Hanson & Doremus Investment Management | 0.21% | Reduce -9.8% | 3,151 | $1.5M |
| KBC Group NV | 0.00% | Add +395.4% | 3,101 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +214.6% | 3,048 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 3,000 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -3.3% | 2,946 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.7% | 2,945 | $1.4M |
| Bokf, NA | 0.02% | Add +22.1% | 2,916 | $1.4M |
| Oak Thistle LLC | 0.21% | New | 2,892 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | New | 2,867 | $1.4M |
| Bridgewater Associates | 0.01% | Reduce -63.0% | 2,840 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Add +44.5% | 2,821 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Reduce -0.6% | 2,755 | $1.3M |
| Ausbil Investment Management Ltd | 0.79% | Add +345.5% | 2,753 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -47.7% | 2,720 | $1.3M |
| South Dakota Investment Council | 0.03% | No change | 2,689 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -76.8% | 2,684 | $1.3M |
| Creative Planning | 0.00% | Reduce -4.3% | 2,675 | $1.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 2,624 | $1.3M |
| Ieq Capital, LLC | 0.01% | New | 2,612 | $1.3M |
| Amica Mutual Insurance Co. | 0.12% | No change | 2,571 | $1.3M |
| Trust Point Inc. | 0.12% | Reduce -4.0% | 2,565 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.30% | Add +1.6% | 2,431 | $1.2M |
| &partners | 0.01% | Add +16.2% | 2,406 | $1.2M |
| Utah Retirement Systems | 0.01% | Reduce -1.1% | 2,402 | $1.2M |
| First Financial Bankshares Inc | 0.03% | Add +3.5% | 2,390 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -9.9% | 2,384 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -9.5% | 2,377 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +7.0% | 2,350 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 2,337 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.7% | 2,389 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -0.9% | 2,300 | $1.1M |
| Lord & Richards Wealth Management, LLC | 1.17% | Add +12.7% | 2,289 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +5.3% | 2,251 | $1.1M |
| Cim, LLC | 0.14% | Add +4.2% | 2,115 | $1.0M |
| Hillsdale Investment Management Inc. | 0.04% | Add +90.9% | 2,100 | $1.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 2,100 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -86.1% | 2,081 | $1.0M |
| Roundview Capital LLC | 0.07% | Add +2.4% | 2,072 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.12% | Reduce -1.2% | 2,067 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +12.5% | 2,056 | $1.0M |
| Lecap Asset Management Ltd. | 0.35% | New | 2,009 | $978K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.6% | 2,009 | $978K |
| Bright Rock Capital Management, LLC | 0.20% | No change | 2,000 | $974K |
| MIdWestOne Financial Group, Inc. | 0.13% | No change | 2,000 | $974K |
| Leavell Investment Management, Inc. | 0.04% | No change | 2,000 | $974K |
| Farringdon Capital, Ltd. | 0.33% | New | 1,987 | $968K |
| Occudo Quantitative Strategies LP | 0.11% | Add +157.4% | 1,982 | $965K |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -67.1% | 1,969 | $959K |
| Wellington Management Group LLP | 0.00% | Reduce -2.3% | 1,967 | $958K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 1,926 | $938K |
| Kestra Investment Management, LLC | 0.03% | Reduce -44.3% | 1,917 | $934K |
| Elevate Capital Advisors, LLC | 0.73% | Reduce -14.2% | 1,887 | $919K |
| Cwm, LLC | 0.00% | Add +347.5% | 1,884 | $917K |
| Prudential PLC | 0.01% | Reduce -48.4% | 1,846 | $899K |
| Integrated Quantitative Investments LLC | 0.26% | New | 1,843 | $897K |
| SG Americas Securities, LLC | 0.00% | Reduce -9.7% | 1,835 | $894K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -16.1% | 1,798 | $875K |
| Blue Trust, Inc. | 0.01% | Add +8.8% | 1,790 | $872K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +19.9% | 1,781 | $867K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.4% | 1,760 | $857K |
| Xponance LLC | 0.01% | Reduce -5.3% | 1,748 | $851K |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 1,740 | $847K |
| ING Groep NV | 0.01% | Reduce -56.4% | 1,700 | $828K |
| Prudential Financial Inc. | 0.00% | Add +27.7% | 1,679 | $818K |
| MML Investors Services, LLC | 0.00% | Reduce -2.3% | 1,668 | $812K |
| Fortune Financial Advisors, LLC | 0.63% | Add +47.7% | 1,603 | $781K |
| Independent Advisor Alliance | 0.02% | Reduce -31.1% | 1,581 | $770K |
| Advisory Services Network, LLC | 0.01% | Add +287.9% | 1,854 | $764K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.4% | 1,566 | $763K |
| New York Life Investment Management LLC | 0.01% | Reduce -4.1% | 1,513 | $737K |
| Quantbot Technologies LP | 0.02% | Add +25.9% | 1,507 | $734K |
| Centiva Capital, LP | 0.05% | New | 1,497 | $729K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.2% | 1,480 | $721K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 1,472 | $717K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +303.0% | 1,467 | $714K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.6% | 1,451 | $707K |
| XTX Topco Ltd | 0.03% | Add +254.8% | 1,419 | $691K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.7% | 1,369 | $667K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +240.3% | 1,361 | $663K |
| Quadrant Capital Group LLC | 0.02% | Add +313.1% | 1,355 | $660K |
| L2 Asset Management, LLC | 0.11% | Add +32.6% | 1,330 | $647K |
| Kestra Advisory Services, LLC | 0.00% | Add +43.1% | 1,328 | $647K |
| Mitchell & Pahl Private Wealth, LLC | 0.28% | Add +7.7% | 1,287 | $627K |
| Arax Advisory Partners | 0.03% | Add +310.1% | 1,259 | $613K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.0% | 1,231 | $599K |
| Numerai GP LLC | 0.08% | New | 1,208 | $588K |
| Abbot Financial Management, Inc. | 0.27% | No change | 1,200 | $584K |
| Marshall Wace, LLP | 0.00% | New | 1,190 | $579K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.7% | 1,190 | $579K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,171 | $570K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -40.2% | 1,162 | $566K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +35.7% | 1,152 | $561K |
| Postrock Partners LLC | 0.26% | No change | 1,103 | $537K |
| Smith Group Asset Management, LLC | 0.04% | No change | 1,100 | $536K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 1,100 | $536K |
| Maripau Wealth Management LLC | 0.26% | Add +15.0% | 1,057 | $524K |
| Verition Fund Management LLC | 0.00% | Reduce -82.1% | 1,069 | $521K |
| Clarus Group, Inc. | 0.19% | Add +1.6% | 1,066 | $519K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.1% | 1,040 | $506K |
| Bessemer Group Inc. | 0.00% | Add +7.7% | 1,023 | $499K |
| Inceptionr LLC | 0.11% | New | 1,005 | $489K |
| Unique Wealth, LLC | 0.08% | No change | 1,000 | $487K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.6% | 990 | $482K |
| AdvisorShares Investments LLC | 0.08% | Add +10.2% | 959 | $467K |
| Pandora Wealth, Inc. | 0.28% | Add +0.5% | 948 | $462K |
| Vident Advisory, LLC | 0.01% | Add +28.3% | 947 | $461K |
| United Advisor Group, LLC | 0.08% | Add +6.9% | 910 | $443K |
| Merit Financial Group, LLC | 0.00% | Add +116.8% | 904 | $440K |
| LVW Advisors, LLC | 0.05% | Reduce -7.9% | 897 | $437K |
| Virtus Advisers, LLC | 0.27% | No change | 895 | $436K |
| Summit Trail Advisors, LLC | 0.01% | Add +79.8% | 883 | $430K |
| Sterling Capital Management LLC | 0.01% | Add +18.3% | 873 | $425K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +2.2% | 872 | $425K |
| One Plus One Wealth Management, LLC | 0.23% | Add +4.3% | 867 | $422K |
| Second Half Financial Partners, LLC | 0.20% | Reduce -1.8% | 852 | $415K |
| First Heartland Consultants, Inc. | 0.04% | Add +25.6% | 845 | $411K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -4.5% | 840 | $409K |
| Aviva PLC | 0.00% | Reduce -20.3% | 838 | $408K |
| Lanark Financial, Inc. | 0.03% | No change | 834 | $406K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.6% | 820 | $399K |
| Picton Mahoney Asset Management | 0.01% | New | 799 | $389K |
| Aster Capital Management (DIFC) Ltd | 0.09% | Add +61.4% | 794 | $387K |
| Lone Peak Global Investors LLC | 0.07% | Add +34.1% | 794 | $387K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.4% | 786 | $383K |
| Renasant Bank | 0.26% | Reduce -3.7% | 785 | $382K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.9% | 785 | $382K |
| Verus Capital Partners, LLC | 0.03% | Reduce -12.1% | 771 | $375K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +11.0% | 768 | $374K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 764 | $372K |
| Impact Capital Partners LLC | 0.12% | Reduce -1.1% | 755 | $368K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.6% | 753 | $367K |
| Osaic Holdings, Inc. | 0.00% | Add +70.8% | 748 | $365K |
| WCM Investment Management, LLC | 0.00% | Add +11.6% | 637 | $356K |
| Capstone Investment Advisors, LLC | 0.00% | New | 711 | $346K |
| Somerset Trust Co | 0.11% | Add +0.8% | 708 | $345K |
| Parallel Advisors, LLC | 0.01% | Add +4.8% | 705 | $343K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 703 | $342K |
| Maryland State Retirement & Pension System | 0.01% | No change | 694 | $338K |
| Delta Capital Management LLC | 0.19% | No change | 685 | $334K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.2% | 675 | $329K |
| Sunburst Financial Group, LLC | 0.07% | Add +46.5% | 671 | $327K |
| Brogan Financial, Inc. | 0.15% | Add +57.0% | 669 | $326K |
| Cynosure Group, LLC | 0.04% | Add +14.1% | 663 | $323K |
| Welch Group, LLC | 0.01% | No change | 660 | $321K |
| Iowa State Bank | 0.06% | No change | 650 | $317K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -1.1% | 647 | $315K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -7.0% | 640 | $312K |
| Wealth Alliance, LLC | 0.03% | Add +7.1% | 631 | $307K |
| Heritage Family Offices, LLP | 0.15% | No change | 506 | $307K |
| Guggenheim Capital LLC | 0.00% | Reduce -26.8% | 617 | $300K |
| M&T Bank Corp | 0.00% | Reduce -4.4% | 608 | $296K |
| Pallas Capital Advisors LLC | 0.01% | New | 602 | $293K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -6.3% | 595 | $290K |
| MBE Wealth Management, LLC | 0.13% | Add +9.0% | 592 | $288K |
| KFG Wealth Management, LLC | 0.05% | Add +12.4% | 590 | $287K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.5% | 589 | $287K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +16.5% | 586 | $285K |
| McAdam, LLC | 0.02% | No change | 584 | $284K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 500 | $280K |
| SummitTX Capital, L.P. | 0.01% | New | 571 | $278K |
| Freestone Grove Partners LP | 0.00% | New | 568 | $277K |
| Net Worth Advisory Group | 0.06% | Add +3.7% | 561 | $273K |
| Eads & Heald Wealth Management | 0.13% | Reduce -0.9% | 561 | $273K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 560 | $273K |
| IFP Advisors, Inc | 0.01% | Add +23.0% | 556 | $271K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | New | 550 | $268K |
| Brown Advisory Inc. | 0.00% | Add +36.9% | 549 | $267K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -6.2% | 544 | $265K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +3.3% | 536 | $261K |
| Shelton Capital Management | 0.01% | Reduce -2.4% | 536 | $261K |
| CI Investments Inc. | 0.00% | Reduce -5.8% | 522 | $254K |
| Callan Family Office, LLC | 0.01% | New | 520 | $253K |
| QSV Equity Investors LLC | 0.26% | Add +0.4% | 510 | $248K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.8% | 508 | $247K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 503 | $245K |
| MCF Advisors LLC | 0.02% | No change | 500 | $243K |
| Keyvantage Wealth, LLC | 0.11% | No change | 499 | $243K |
| W.H. Cornerstone Investments Inc. | 0.15% | New | 493 | $240K |
| R Squared Ltd | 0.13% | New | 490 | $239K |
| Boothbay Fund Management, LLC | 0.01% | New | 489 | $238K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +2.1% | 488 | $238K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.2% | 481 | $234K |
| Diversified Enterprises, LLC | 0.02% | Reduce -17.8% | 479 | $233K |
| Everpar Advisors LLC | 0.11% | Reduce -1.4% | 478 | $233K |
| Machina Capital S.A.S. | 0.05% | Reduce -22.8% | 478 | $233K |
| DAVENPORT & Co LLC | 0.00% | Add +10.2% | 474 | $231K |
| Advisor OS, LLC | 0.02% | Reduce -5.8% | 473 | $230K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -8.0% | 469 | $228K |
| CIBC Asset Management Inc | 0.00% | No change | 467 | $227K |
| Gallacher Capital Management LLC | 0.10% | New | 466 | $227K |
| iSAM Funds (UK) Ltd | 0.05% | New | 464 | $226K |
| Brighton Jones LLC | 0.01% | New | 461 | $224K |
| Hengehold Capital Management LLC | 0.02% | No change | 454 | $221K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 453 | $221K |
| Jump Financial, LLC | 0.00% | Reduce -90.2% | 441 | $215K |
| Impact Partnership Wealth, LLC | 0.04% | New | 439 | $214K |
| QRG Capital Management, Inc. | 0.00% | Reduce -67.6% | 439 | $214K |
| Aristides Capital LLC | 0.07% | New | 437 | $213K |
| Ground Swell Capital, LLC | 0.35% | New | 435 | $212K |
| Inscription Capital, LLC | 0.03% | New | 426 | $208K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -4.5% | 425 | $207K |
| Berger Financial Group, Inc | 0.01% | Reduce -2.3% | 424 | $207K |
| Claret Asset Management Corp | 0.03% | New | 417 | $203K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -8.6% | 416 | $203K |
| Farther Finance Advisors, LLC | 0.00% | Add +148.0% | 372 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.7% | 307 | $149K |
| State of Wyoming | 0.02% | Reduce -15.2% | 306 | $149K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 300 | $146K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 297 | $145K |
| Amica Retiree Medical Trust | 0.18% | No change | 254 | $124K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 251 | $122K |
| Quarry LP | 0.03% | New | 245 | $119K |
| Shell Asset Management Co. | 0.00% | Reduce -9.7% | 242 | $118K |
| GAMMA Investing LLC | 0.01% | Reduce -13.3% | 235 | $114K |
| CGC Financial Services, LLC | 0.04% | No change | 229 | $112K |
| Clearstead Advisors, LLC | 0.00% | Add +19.4% | 228 | $111K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -10.0% | 225 | $110K |
| Covestor Ltd | 0.06% | Reduce -19.5% | 223 | $109K |
| First Horizon Advisors, Inc. | 0.00% | Add +16.8% | 202 | $99K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $97K |
| Tsfg, LLC | 0.02% | No change | 200 | $97K |
| Allworth Financial LP | 0.00% | Add +20.5% | 188 | $92K |
| North Star Investment Management Corp. | 0.01% | No change | 186 | $91K |
| Tompkins Financial Corp. | 0.01% | No change | 174 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.1% | 169 | $82K |
| LRI Investments, LLC | 0.01% | Add +12.7% | 169 | $82K |
| Whittier Trust Co. | 0.00% | Reduce -48.3% | 168 | $82K |
| Headlands Technologies LLC | 0.01% | Reduce -61.7% | 167 | $81K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 155 | $75K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 150 | $73K |
| UMB Bank, n.a. | 0.00% | Reduce -12.7% | 145 | $71K |
| NewEdge Advisors, LLC | 0.00% | No change | 137 | $67K |
| Zions Bancorporation, National Association | 0.00% | No change | 110 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.0% | 100 | $49K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -11.0% | 97 | $47K |
| Parkside Financial Bank & Trust | 0.01% | Add +86.3% | 95 | $46K |
| Larson Financial Group LLC | 0.00% | Add +8600.0% | 87 | $42K |
| Versant Capital Management, Inc | 0.01% | Reduce -15.3% | 83 | $40K |
| Principal Securities, Inc. | 0.00% | Add +12.3% | 82 | $40K |
| HM Payson & Co. | 0.00% | Add +58.3% | 76 | $37K |
| Painted Porch Advisors LLC | 0.01% | No change | 74 | $36K |
| WPG Advisers, LLC | 0.03% | Add +38.5% | 72 | $35K |
| Essential Partners LLC | 0.01% | — | 71 | $35K |
| Blume Capital Management, Inc. | 0.01% | No change | 65 | $32K |
| Trust Co. of Vermont | 0.00% | No change | 65 | $32K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +16.7% | 63 | $31K |
| Creekmur Asset Management LLC | 0.01% | New | 58 | $28K |
| Binnacle Investments Inc | 0.02% | No change | 55 | $27K |
| Alpine Bank Wealth Management | 0.00% | No change | 47 | $23K |
| Hemington Wealth Management | 0.00% | Add +7.1% | 45 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -23.9% | 35 | $20K |
| Danske Bank A/S | 0.00% | New | 40 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 35 | $17K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -35.3% | 33 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.5% | 33 | $16K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 33 | $16K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 30 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 30 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 28 | $14K |
| Optiver Holding B.V. | 0.00% | Reduce -12.5% | 28 | $14K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 27 | $13K |
| Global Retirement Partners, LLC | 0.00% | — | 26 | $13K |
| Brooklyn Investment Group | 0.00% | Reduce -16.7% | 25 | $12K |
| Security National Bank | 0.00% | No change | 25 | $12K |
| Huntington National Bank | 0.00% | Reduce -17.2% | 24 | $12K |
| Bellwether Advisors, LLC | 0.00% | New | 24 | $12K |
| Assetmark, Inc. | 0.00% | Add +27.8% | 23 | $11K |
| Ameritas Advisory Services, LLC | 0.00% | New | 20 | $10K |
| SouthState Bank Corp | 0.00% | Add +1600.0% | 17 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 17 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 17 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 13 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +200.0% | 12 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +9.1% | 12 | $6K |
| Private Trust Co. NA | 0.00% | No change | 11 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +57.1% | 11 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $5K |
| Kiker Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 9 | $4K |
| Spire Wealth Management | 0.00% | No change | 7 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 7 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 6 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $3K |
| Sachetta, LLC | 0.00% | Add +200.0% | 6 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +100.0% | 6 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 6 | $3K |
| NewSquare Capital LLC | 0.00% | Add +200.0% | 6 | $3K |
| CENTRAL TRUST Co | 0.00% | Reduce -25.0% | 6 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 6 | $3K |
| Red Tortoise LLC | 0.00% | No change | 5 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -28.6% | 5 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -58.3% | 5 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| WealthCollab, LLC | 0.00% | No change | 4 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 4 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.0% | 3 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 3 | $1K |
| Ancora Advisors LLC | 0.00% | New | 3 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 3 | $1K |
| Avion Wealth | 0.00% | Add +50.0% | 3 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 2 | $974 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 2 | $974 |
| Stephens Consulting, LLC | 0.00% | New | 2 | $974 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $886 |
| Total Investment Management Inc. | 0.00% | New | 1 | $489 |
| FSA Wealth Management LLC | 0.00% | New | 1 | $487 |
| HFM Investment Advisors, LLC | 0.00% | New | 1 | $487 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $487 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $487 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $487 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -66.7% | 1 | $487 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $487 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.0% | 1 | $487 |
"% of holder's portfolio" is CHE's weight in each manager's 13F, not the share of Chemed Corp. the manager owns.