ChemedCHE
13F holders, Q3 2025 (September 30)523holders −15
65new positions
78sold out
10famous investors
$447.69avg. 13F price*
At the end of Q3 2025, 523 institutions reported holding Chemed Corp. (CHE) in their 13F filings, down 15 from Q2 2025. 65 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($688.8M), BlackRock, Inc. ($598.7M) and Kayne Anderson Rudnick Investment Management LLC ($244.7M). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Chemed Corp.
- CUSIP
- 16359R103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $35.5M |
| Exits | 78 | $89.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,396,303 shares bought and 1,299,039 shares sold, net +97,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.0% | 1,538,487 | $688.8M |
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 1,337,254 | $598.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.60% | Reduce -7.3% | 546,619 | $244.7M |
| JPMorgan Chase & Co. | 0.01% | Add +122.7% | 499,968 | $223.9M |
| State Street Corp. | 0.01% | Reduce -1.0% | 472,106 | $211.4M |
| Neuberger Berman Group LLC | 0.15% | Reduce -3.2% | 469,206 | $210.1M |
| William Blair Investment Management, LLC | 0.45% | Add +13.6% | 385,124 | $172.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 366,556 | $164.1M |
| Morgan Stanley | 0.01% | Add +0.9% | 349,261 | $156.4M |
| Epoch Investment Partners, Inc. | 0.76% | Add +29.4% | 307,275 | $137.6M |
| TD Asset Management Inc | 0.11% | Add +23.1% | 301,831 | $135.1M |
| Impax Asset Management Group plc | 0.66% | Reduce -5.4% | 253,182 | $113.4M |
| Acadian Asset Management LLC | 0.20% | Add +0.6% | 252,330 | $113.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.6% | 240,180 | $107.5M |
| Boston Trust Walden Corp | 0.77% | Reduce -5.2% | 234,466 | $105.0M |
| Northern Trust Corp. | 0.01% | Add +6.7% | 215,196 | $96.4M |
| First Trust Advisors LP | 0.06% | Add +16.7% | 175,179 | $78.4M |
| AQR Capital Management | 0.05% | Reduce -14.4% | 172,110 | $77.1M |
| Van Berkom & Associates Inc. | 2.21% | Add +33.0% | 170,813 | $76.5M |
| DekaBank Deutsche Girozentrale | 0.12% | No change | 155,267 | $69.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 149,163 | $66.8M |
| Copeland Capital Management, LLC | 1.37% | Reduce -0.3% | 146,366 | $65.5M |
| Invesco Ltd. | 0.01% | Reduce -6.0% | 144,629 | $64.8M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Reduce -19.5% | 127,729 | $57.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.2% | 122,370 | $54.8M |
| Ameriprise Financial Inc. | 0.01% | Add +28.0% | 118,581 | $53.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +98.8% | 115,047 | $51.5M |
| FIL Ltd | 0.04% | Reduce -4.2% | 114,600 | $51.3M |
| UBS Group AG | 0.01% | Add +104.2% | 112,118 | $50.2M |
| Schwartz Investment Counsel Inc. | 1.67% | Reduce -20.6% | 111,033 | $49.7M |
| Wells Fargo & Company | 0.01% | Reduce -3.9% | 110,675 | $49.6M |
| Bank of America Corp. | 0.00% | Add +5.9% | 100,738 | $45.1M |
| Caisse de depot et placement du Quebec | 0.08% | Add +10.7% | 100,486 | $45.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +740.9% | 95,573 | $42.8M |
| EULAV Asset Management | 0.99% | Reduce -22.9% | 95,205 | $42.6M |
| Voloridge Investment Management, LLC | 0.14% | Add +35.3% | 90,406 | $40.5M |
| FMR LLC | 0.00% | Reduce -54.5% | 85,813 | $38.4M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +188.7% | 83,704 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.5% | 80,080 | $35.9M |
| Millennium Management | 0.03% | Reduce -41.0% | 79,532 | $35.6M |
| ProShare Advisors LLC | 0.07% | Add +33.5% | 75,405 | $33.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 71,252 | $31.9M |
| Bridges Investment Management Inc. | 0.38% | Reduce -7.5% | 66,107 | $29.6M |
| Aristotle Capital Boston, LLC | 1.48% | Add +6.2% | 64,092 | $28.7M |
| Jupiter Asset Management Ltd. | 0.24% | Reduce -10.9% | 61,974 | $27.7M |
| Citadel Advisors | 0.02% | Add +265.3% | 61,132 | $27.4M |
| Riverbridge Partners LLC | 0.43% | Reduce -8.1% | 56,975 | $25.5M |
| Aptus Capital Advisors, LLC | 0.23% | Add +12.7% | 56,624 | $25.4M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +45.8% | 55,979 | $25.1M |
| Rhumbline Advisers | 0.02% | Add +0.9% | 55,796 | $25.0M |
| Man Group plc | 0.05% | Add +7.5% | 54,218 | $24.3M |
| Renaissance Technologies | 0.03% | Reduce -44.6% | 49,000 | $21.9M |
| California Public Employees Retirement System | 0.01% | Reduce -18.1% | 47,529 | $21.3M |
| Lone Peak Global Investors LLC | 3.64% | Add +5818.1% | 46,990 | $21.0M |
| Alps Advisors Inc. | 0.11% | Add +32.4% | 44,295 | $19.8M |
| Sei Investments Co. | 0.02% | Reduce -9.3% | 43,981 | $19.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -35.2% | 43,426 | $19.4M |
| Candriam S.C.A. | 0.10% | Reduce -22.6% | 43,056 | $19.3M |
| Gotham Asset Management | 0.08% | Add +319.1% | 42,743 | $19.1M |
| Ranger Investment Management, L.P. | 1.25% | Reduce -32.8% | 40,005 | $17.9M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.7% | 38,089 | $17.1M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.2% | 38,010 | $17.0M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -18.2% | 37,289 | $16.7M |
| Fenimore Asset Management Inc | 0.33% | Add +28.3% | 37,240 | $16.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 36,070 | $16.1M |
| BLI - Banque de Luxembourg Investments | 0.47% | Add +38.1% | 35,500 | $16.1M |
| Gabelli Funds LLC | 0.10% | Add +8.5% | 33,601 | $15.0M |
| Nuveen, LLC | 0.00% | Reduce -32.6% | 32,670 | $14.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -59.1% | 32,364 | $14.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -24.4% | 30,594 | $13.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -29.0% | 29,822 | $13.4M |
| Legal & General Group Plc | 0.00% | Reduce -7.8% | 29,191 | $13.1M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -18.5% | 28,714 | $12.9M |
| Swiss National Bank | 0.01% | Add +1.4% | 28,300 | $12.7M |
| Amundi | 0.00% | Add +243.7% | 27,647 | $12.0M |
| Stifel Financial Corp. | 0.01% | Reduce -4.3% | 25,439 | $11.4M |
| Cabot Wealth Management Inc. | 1.23% | Add +2.8% | 24,838 | $11.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -40.4% | 23,929 | $10.7M |
| Barclays PLC | 0.00% | Add +39.6% | 22,874 | $10.2M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.6% | 22,100 | $9.9M |
| Formidable Asset Management, LLC | 1.55% | Add +0.0% | 20,268 | $9.8M |
| Boston Partners | 0.01% | Reduce -4.8% | 21,570 | $9.7M |
| Algert Global LLC | 0.16% | Reduce -28.5% | 21,435 | $9.6M |
| DRH Investments, Inc. | 8.55% | Add +35.5% | 20,975 | $9.4M |
| GAMCO Investors | 0.09% | Add +0.8% | 20,448 | $9.2M |
| Bank of Nova Scotia | 0.02% | Add +126.7% | 20,404 | $9.1M |
| Evergreen Capital Management LLC | 0.22% | Add +95.8% | 20,262 | $9.1M |
| Bahl & Gaynor LLC | 0.04% | Add +15.4% | 20,042 | $9.0M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.3% | 19,704 | $8.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -52.6% | 19,432 | $8.7M |
| Kennedy Capital Management LLC | 0.19% | Reduce -17.2% | 19,090 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 18,124 | $8.1M |
| Signal Advisors Wealth, LLC | 0.71% | Add +82.2% | 17,466 | $7.8M |
| Edgestream Partners, L.P. | 0.23% | Add +127.8% | 17,461 | $7.8M |
| GW&K Investment Management, LLC | 0.07% | Reduce -0.1% | 17,201 | $7.7M |
| Holocene Advisors, LP | 0.02% | Add +63.7% | 16,727 | $7.5M |
| HSBC Holdings PLC | 0.00% | Add +25.3% | 16,163 | $7.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -55.6% | 15,978 | $7.2M |
| Voleon Capital Management LP | 0.16% | Add +301.6% | 14,933 | $6.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -51.7% | 14,873 | $6.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.5% | 14,616 | $6.5M |
| Smith Salley Wealth Management | 0.34% | Reduce -17.0% | 14,570 | $6.5M |
| Nordea Investment Management AB | 0.01% | Add +4.4% | 14,269 | $6.4M |
| New York State Teachers Retirement System | 0.01% | No change | 14,172 | $6.3M |
| Marshall Wace, LLP | 0.01% | Add +1089.0% | 14,149 | $6.3M |
| California State Teachers Retirement System | 0.01% | Add +5.1% | 13,902 | $6.2M |
| Teacher Retirement System of Texas | 0.02% | Reduce -7.3% | 13,634 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.5% | 13,528 | $6.1M |
| Oppenheimer & Co. Inc. | 0.07% | Add +3.1% | 13,101 | $5.9M |
| Bank of Montreal | 0.00% | Add +448.5% | 13,037 | $5.8M |
| Capital Fund Management S.A. | 0.05% | New | 11,824 | $5.3M |
| Quantbot Technologies LP | 0.14% | Add +678.6% | 11,734 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +280.5% | 11,599 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.6% | 11,565 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.0% | 11,145 | $5.0M |
| Trexquant Investment LP | 0.05% | Add +85.8% | 11,258 | $5.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -48.7% | 10,905 | $4.9M |
| Franklin Resources Inc. | 0.00% | Reduce -44.0% | 10,684 | $4.8M |
| Covea Finance | 0.15% | No change | 9,900 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 9,773 | $4.4M |
| Fisher Asset Management | 0.00% | Reduce -0.1% | 9,755 | $4.4M |
| Vest Financial, LLC | 0.06% | Add +32.6% | 9,702 | $4.3M |
| Texas Yale Capital Corp. | 0.13% | Reduce -0.3% | 9,544 | $4.3M |
| Graham Capital Management, L.P. | 0.23% | Add +28.0% | 9,525 | $4.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -24.4% | 9,374 | $4.2M |
| Illinois Municipal Retirement Fund | 0.05% | Add +15.9% | 9,191 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -4.1% | 9,172 | $4.1M |
| Public Sector Pension Investment Board | 0.01% | Reduce -2.3% | 8,996 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.1% | 8,930 | $4.0M |
| William Allan Corp | 2.22% | Add +7.3% | 8,845 | $4.0M |
| LRT Capital Management, LLC | 2.62% | Add +27.2% | 8,821 | $3.9M |
| Cape Cod Five Cents Savings Bank | 0.36% | No change | 6,536 | $3.9M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -0.9% | 8,714 | $3.9M |
| Victory Capital Management Inc. | 0.00% | Add +218.1% | 8,652 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +65.7% | 8,634 | $3.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +15.7% | 7,868 | $3.5M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 7,848 | $3.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -63.2% | 7,842 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.9% | 7,547 | $3.4M |
| Agf Management Ltd. | 0.01% | Add +50.8% | 7,529 | $3.4M |
| New York State Common Retirement Fund | 0.00% | No change | 7,525 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -24.1% | 7,463 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +22.1% | 7,392 | $3.3M |
| HRT Financial LP | 0.01% | Add +35.2% | 7,391 | $3.3M |
| Linden Thomas Advisory Services, LLC | 0.33% | Reduce -0.6% | 7,352 | $3.3M |
| Creative Planning | 0.00% | Add +173.7% | 7,321 | $3.3M |
| Atom Investors LP | 0.25% | New | 7,289 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -53.3% | 7,263 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.9% | 7,258 | $3.2M |
| Capital Insight Partners, LLC | 0.54% | Reduce -21.9% | 7,220 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Add +5.9% | 7,200 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 7,141 | $3.2M |
| Second Line Capital, LLC | 0.66% | Add +16.5% | 7,090 | $3.2M |
| Jericho Financial, LLP | 1.91% | Add +5.0% | 7,046 | $3.2M |
| Amalgamated Bank | 0.02% | Reduce -0.7% | 6,802 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.5% | 6,730 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +273.2% | 6,493 | $2.9M |
| Janus Henderson Group PLC | 0.00% | No change | 6,473 | $2.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.7% | 6,456 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +16.3% | 6,350 | $2.8M |
| Eukles Asset Management | 1.05% | Add +0.4% | 6,031 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +35.0% | 6,007 | $2.7M |
| Oak Thistle LLC | 0.41% | Add +105.6% | 5,947 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -3.6% | 5,666 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | Reduce -5.3% | 5,665 | $2.5M |
| Natixis | 0.01% | New | 5,538 | $2.5M |
| Comerica Bank | 0.01% | Reduce -8.6% | 5,379 | $2.4M |
| Commerce Bank | 0.01% | Reduce -8.3% | 5,305 | $2.4M |
| Wbi Investments, LLC | 0.60% | New | 5,281 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -63.4% | 5,272 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.3% | 5,186 | $2.3M |
| Polar Capital Holdings Plc | 0.01% | No change | 5,098 | $2.3M |
| MAI Capital Management | 0.01% | Add +20.0% | 5,043 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.8% | 5,007 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.2% | 5,000 | $2.2M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +4.9% | 4,843 | $2.2M |
| Dark Forest Capital Management LP | 0.08% | Add +17.7% | 4,791 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -23.4% | 4,740 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.5% | 4,708 | $2.1M |
| Deerfield Management Company, L.P. | 0.03% | New | 4,664 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +1.9% | 4,592 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 4,533 | $2.0M |
| Bridgewater Associates | 0.01% | Add +59.5% | 4,530 | $2.0M |
| OP Asset Management Ltd | 0.03% | No change | 4,422 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 4,329 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +79.5% | 4,289 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -5.5% | 4,147 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | No change | 4,100 | $1.8M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -24.1% | 4,084 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -6.1% | 4,001 | $1.8M |
| Canada Pension Plan Investment Board | 0.00% | Add +17.6% | 4,000 | $1.8M |
| Waterloo Capital, L.P. | 0.13% | Add +7.8% | 3,982 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -11.7% | 3,866 | $1.7M |
| Laurus Global Equity Management Inc. | 1.16% | No change | 3,790 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | No change | 3,772 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 3,740 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.9% | 3,719 | $1.7M |
| US Bancorp \de | 0.00% | Add +8.1% | 3,714 | $1.7M |
| Park Place Capital Corp | 0.34% | Add +3.3% | 3,614 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -21.5% | 3,609 | $1.6M |
| Vestcor Inc | 0.05% | Reduce -19.1% | 3,569 | $1.6M |
| State of Michigan Retirement System | 0.01% | No change | 3,509 | $1.6M |
| Lord & Richards Wealth Management, LLC | 1.43% | Add +51.9% | 3,477 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -26.8% | 3,414 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -96.3% | 3,348 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.9% | 3,319 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 3,289 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.6% | 3,248 | $1.5M |
| Intech Investment Management LLC | 0.01% | New | 3,192 | $1.4M |
| Hanson & Doremus Investment Management | 0.18% | Add +0.1% | 3,154 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.8% | 3,146 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -43.4% | 3,136 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +254.0% | 3,126 | $1.4M |
| KBC Group NV | 0.00% | No change | 3,101 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +31.6% | 3,092 | $1.4M |
| QSV Equity Investors LLC | 1.39% | Add +494.9% | 3,034 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +65.1% | 3,030 | $1.4M |
| Walleye Capital LLC | 0.01% | New | 3,010 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 3,000 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.3% | 2,984 | $1.3M |
| Bokf, NA | 0.02% | Reduce -0.6% | 2,899 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +7.8% | 2,893 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -14.3% | 2,885 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +174.4% | 2,854 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -84.8% | 2,746 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +15.9% | 2,708 | $1.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +0.3% | 2,633 | $1.2M |
| &partners | 0.01% | Add +8.4% | 2,609 | $1.2M |
| Ossiam | 0.01% | New | 2,596 | $1.2M |
| Amica Mutual Insurance Co. | 0.11% | No change | 2,571 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.28% | Add +4.8% | 2,548 | $1.1M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -44.4% | 2,500 | $1.1M |
| South Dakota Investment Council | 0.02% | Reduce -7.4% | 2,489 | $1.1M |
| Farringdon Capital, Ltd. | 0.28% | Add +23.4% | 2,451 | $1.1M |
| Martingale Asset Management L P | 0.03% | Reduce -92.2% | 2,385 | $1.1M |
| Trust Point Inc. | 0.09% | Reduce -8.3% | 2,352 | $1.1M |
| First Financial Bankshares Inc | 0.02% | Reduce -2.5% | 2,330 | $1.0M |
| Bailard, Inc. | 0.02% | No change | 2,300 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +53.1% | 2,266 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -19.6% | 2,215 | $992K |
| Cwm, LLC | 0.00% | Add +15.2% | 2,170 | $972K |
| Cim, LLC | 0.13% | Add +1.1% | 2,139 | $958K |
| Baird Financial Group, Inc. | 0.00% | Add +72.5% | 2,124 | $951K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 2,122 | $950K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 2,100 | $940K |
| Arax Advisory Partners | 0.01% | Add +65.5% | 2,084 | $933K |
| Pictet Asset Management Holding SA | 0.00% | No change | 2,081 | $932K |
| Advisory Services Network, LLC | 0.01% | Add +11.7% | 2,070 | $927K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -2.4% | 2,017 | $903K |
| Exchange Traded Concepts, LLC | 0.01% | Add +27.8% | 2,001 | $896K |
| Bright Rock Capital Management, LLC | 0.18% | No change | 2,000 | $895K |
| MIdWestOne Financial Group, Inc. | 0.11% | No change | 2,000 | $895K |
| Leavell Investment Management, Inc. | 0.04% | No change | 2,000 | $895K |
| Pacer Advisors, Inc. | 0.00% | Add +188.6% | 1,948 | $872K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -79.8% | 1,921 | $860K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.7% | 1,877 | $840K |
| Kestra Investment Management, LLC | 0.02% | Reduce -4.8% | 1,826 | $817K |
| Horizon Investments, LLC | 0.01% | Reduce -69.5% | 1,813 | $812K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -0.1% | 1,780 | $797K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 1,731 | $775K |
| Xponance LLC | 0.01% | Reduce -1.2% | 1,727 | $773K |
| Jump Financial, LLC | 0.01% | Add +286.9% | 1,706 | $764K |
| ING Groep NV | 0.00% | No change | 1,700 | $761K |
| Blue Trust, Inc. | 0.01% | Reduce -5.2% | 1,697 | $760K |
| Independent Advisor Alliance | 0.02% | Add +6.3% | 1,681 | $753K |
| Fortune Financial Advisors, LLC | 0.56% | Add +4.4% | 1,673 | $749K |
| Corient Private Wealth LP | 0.00% | Add +147.3% | 5,567 | $745K |
| Engineers Gate Manager LP | 0.01% | Reduce -62.0% | 1,656 | $741K |
| Magnetar Financial LLC | 0.00% | Reduce -50.1% | 1,653 | $740K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -74.2% | 1,587 | $711K |
| Voya Investment Management LLC | 0.00% | Reduce -33.7% | 1,581 | $708K |
| Scientech Research LLC | 0.25% | New | 1,574 | $705K |
| Mendel Money Management | 0.29% | New | 1,557 | $697K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.7% | 1,536 | $688K |
| Synovus Financial Corp. | 0.01% | Reduce -25.4% | 1,533 | $686K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +3.7% | 1,521 | $681K |
| Cinctive Capital Management LP | 0.03% | New | 1,478 | $662K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.0% | 1,467 | $657K |
| MML Investors Services, LLC | 0.00% | Reduce -12.2% | 1,465 | $656K |
| Prudential Financial Inc. | 0.00% | Reduce -14.2% | 1,440 | $645K |
| Caprock Group, LLC | 0.02% | — | 1,399 | $641K |
| L2 Asset Management, LLC | 0.09% | Add +7.2% | 1,426 | $639K |
| Prudential PLC | 0.00% | Reduce -22.9% | 1,424 | $638K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | New | 1,402 | $628K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 1,396 | $625K |
| Mitchell & Pahl Private Wealth, LLC | 0.25% | Add +5.0% | 1,352 | $605K |
| Occudo Quantitative Strategies LP | 0.07% | Reduce -31.9% | 1,349 | $604K |
| Verition Fund Management LLC | 0.00% | Add +24.1% | 1,327 | $594K |
| Clarus Group, Inc. | 0.21% | Add +24.0% | 1,322 | $592K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.0% | 1,314 | $588K |
| Advisors Asset Management, Inc. | 0.01% | Add +12.7% | 1,309 | $586K |
| Blueshift Asset Management, LLC | 0.18% | New | 1,288 | $577K |
| Quadrant Capital Group LLC | 0.02% | Reduce -7.0% | 1,260 | $564K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 1,250 | $560K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +58.5% | 1,217 | $545K |
| Abbot Financial Management, Inc. | 0.23% | No change | 1,200 | $537K |
| Virtu Financial LLC | 0.03% | New | 1,190 | $533K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -34.2% | 1,183 | $530K |
| Maridea Wealth Management LLC | 0.08% | New | 1,184 | $527K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +484.0% | 1,168 | $523K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -65.3% | 1,166 | $522K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -43.5% | 1,135 | $508K |
| Tudor Investment Corporation | 0.00% | Reduce -81.7% | 1,106 | $495K |
| Postrock Partners LLC | 0.22% | No change | 1,103 | $494K |
| Securian Asset Management, Inc. | 0.01% | Reduce -8.5% | 1,071 | $480K |
| United Advisor Group, LLC | 0.06% | Add +17.1% | 1,066 | $477K |
| Aviva PLC | 0.00% | Add +25.8% | 1,054 | $472K |
| Second Half Financial Partners, LLC | 0.21% | Add +23.4% | 1,051 | $471K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.1% | 1,011 | $453K |
| Pandora Wealth, Inc. | 0.27% | Add +4.8% | 994 | $445K |
| Equitable Trust Co. | 0.02% | New | 987 | $442K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 994 | $436K |
| Boothbay Fund Management, LLC | 0.01% | Add +96.5% | 961 | $430K |
| First Heartland Consultants, Inc. | 0.03% | Add +13.6% | 960 | $430K |
| Lanark Financial, Inc. | 0.03% | Add +14.0% | 951 | $426K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +34.0% | 942 | $422K |
| Merit Financial Group, LLC | 0.00% | Add +4.0% | 940 | $421K |
| Central Pacific Bank - Trust Division | 0.05% | Add +10.8% | 931 | $417K |
| Aureus Asset Management, LLC | 0.03% | Reduce -97.4% | 922 | $413K |
| Bessemer Group Inc. | 0.00% | Reduce -11.5% | 905 | $405K |
| Entropy Technologies, LP | 0.03% | New | 900 | $403K |
| Ethic Inc. | 0.01% | New | 896 | $401K |
| Virtus Advisers, LLC | 0.23% | No change | 895 | $401K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +190.2% | 891 | $399K |
| Pallas Capital Advisors LLC | 0.01% | Add +47.2% | 886 | $397K |
| Fieldview Capital Management, LLC | 0.06% | New | 879 | $394K |
| IFP Advisors, Inc | 0.01% | Add +56.6% | 871 | $390K |
| Inceptionr LLC | 0.09% | Reduce -13.9% | 865 | $387K |
| Morningstar Investment Management LLC | 0.01% | New | 864 | $387K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 849 | $380K |
| Maripau Wealth Management LLC | 0.19% | Reduce -19.9% | 847 | $379K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -3.8% | 839 | $376K |
| Krilogy Financial LLC | 0.01% | New | 852 | $374K |
| Vident Advisory, LLC | 0.00% | Reduce -11.8% | 835 | $374K |
| Qsemble Capital Management, LP | 0.04% | New | 830 | $372K |
| M&T Bank Corp | 0.00% | Add +36.0% | 827 | $370K |
| Renasant Bank | 0.23% | Add +5.0% | 824 | $369K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 811 | $363K |
| Maryland State Retirement & Pension System | 0.01% | Add +15.8% | 804 | $360K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 797 | $357K |
| LVW Advisors, LLC | 0.04% | Reduce -11.9% | 790 | $354K |
| Sunburst Financial Group, LLC | 0.07% | Add +16.7% | 783 | $351K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 764 | $342K |
| Utah Retirement Systems | 0.00% | Reduce -68.4% | 759 | $340K |
| Wolverine Trading, LLC | 0.01% | New | 738 | $334K |
| Centaurus Financial, Inc. | 0.02% | Reduce -86.9% | 721 | $323K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.8% | 717 | $321K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 712 | $319K |
| Impact Capital Partners LLC | 0.10% | Reduce -6.0% | 710 | $318K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -17.1% | 680 | $305K |
| Swiss Life Asset Management Ltd | 0.00% | New | 680 | $304K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +20.5% | 675 | $302K |
| WCM Investment Management, LLC | 0.00% | Add +3.8% | 661 | $299K |
| Cynosure Group, LLC | 0.03% | No change | 663 | $297K |
| Welch Group, LLC | 0.01% | No change | 660 | $296K |
| Delta Capital Management LLC | 0.15% | Reduce -4.4% | 655 | $293K |
| Personal Cfo Solutions, LLC | 0.05% | Add +19.5% | 650 | $291K |
| West Bancorporation Inc. | 0.16% | New | 650 | $291K |
| Brogan Financial, Inc. | 0.12% | Reduce -3.3% | 647 | $290K |
| KFG Wealth Management, LLC | 0.04% | Add +9.3% | 645 | $289K |
| Wealth Alliance, LLC | 0.03% | Add +0.6% | 635 | $284K |
| Vontobel Holding Ltd. | 0.00% | Reduce -77.6% | 632 | $283K |
| Empowered Funds, LLC | 0.00% | New | 627 | $281K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.3% | 625 | $280K |
| Brown Advisory Inc. | 0.00% | Add +12.4% | 617 | $276K |
| One Plus One Wealth Management, LLC | 0.13% | Reduce -29.1% | 615 | $275K |
| Keybank National Association | 0.00% | Reduce -93.5% | 614 | $275K |
| Gsa Capital Partners LLP | 0.02% | New | 609 | $273K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.3% | 596 | $272K |
| XTX Topco Ltd | 0.01% | Reduce -57.4% | 605 | $271K |
| McAdam, LLC | 0.01% | Add +2.4% | 598 | $268K |
| Diversified Enterprises, LLC | 0.02% | Add +23.6% | 592 | $265K |
| Two Sigma Securities, LLC | 0.04% | New | 585 | $262K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.8% | 584 | $261K |
| Somerset Trust Co | 0.08% | Reduce -21.9% | 553 | $248K |
| Gallacher Capital Management LLC | 0.10% | Add +18.4% | 552 | $247K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.2% | 545 | $244K |
| MBE Wealth Management, LLC | 0.10% | Reduce -8.8% | 540 | $242K |
| Independent Solutions Wealth Management, LLC | 0.04% | No change | 536 | $240K |
| Shelton Capital Management | 0.01% | No change | 536 | $240K |
| Silver Oak Securities, Incorporated | 0.02% | Add +13.0% | 530 | $237K |
| Gen-Wealth Partners Inc | 0.08% | New | 523 | $234K |
| MCF Advisors LLC | 0.01% | No change | 500 | $224K |
| Keyvantage Wealth, LLC | 0.09% | No change | 499 | $224K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +1.0% | 493 | $221K |
| Heritage Family Offices, LLP | 0.10% | Reduce -3.0% | 491 | $220K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -57.7% | 487 | $218K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.6% | 482 | $216K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -25.8% | 480 | $215K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 481 | $213K |
| Syon Capital LLC | 0.01% | New | 473 | $212K |
| CIBC Asset Management Inc | 0.00% | No change | 467 | $209K |
| Journey Strategic Wealth LLC | 0.01% | New | 459 | $206K |
| Inscription Capital, LLC | 0.02% | Add +7.5% | 458 | $205K |
| Hengehold Capital Management LLC | 0.02% | No change | 454 | $203K |
| Stonebridge Capital Advisors LLC | 0.01% | Reduce -9.9% | 453 | $203K |
| Machina Capital S.A.S. | 0.04% | Reduce -6.5% | 447 | $200K |
| CI Investments Inc. | 0.00% | Reduce -21.6% | 409 | $183K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.0% | 401 | $180K |
| Quarry LP | 0.05% | Add +57.1% | 385 | $172K |
| Essential Partners LLC | 0.05% | Add +407.0% | 360 | $161K |
| STRS Ohio | 0.00% | Reduce -89.8% | 343 | $154K |
| State of Wyoming | 0.02% | Add +4.3% | 319 | $143K |
| Parallel Advisors, LLC | 0.00% | Reduce -57.0% | 303 | $136K |
| Allworth Financial LP | 0.00% | Add +59.0% | 299 | $134K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -50.3% | 291 | $130K |
| Covestor Ltd | 0.06% | Add +16.1% | 259 | $116K |
| Amica Retiree Medical Trust | 0.16% | No change | 254 | $114K |
| Hantz Financial Services, Inc. | 0.00% | Add +1925.0% | 243 | $109K |
| CGC Financial Services, LLC | 0.03% | No change | 229 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 227 | $102K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 225 | $101K |
| UMB Bank, n.a. | 0.00% | Add +50.3% | 218 | $98K |
| Tsfg, LLC | 0.01% | No change | 200 | $90K |
| North Star Investment Management Corp. | 0.01% | No change | 186 | $83K |
| Palisade Asset Management, LLC | 0.01% | New | 180 | $81K |
| GAMMA Investing LLC | 0.00% | Reduce -25.1% | 176 | $79K |
| Tompkins Financial Corp. | 0.01% | No change | 174 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 168 | $75K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +5333.3% | 163 | $73K |
| Signaturefd, LLC | 0.00% | Reduce -47.7% | 157 | $70K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 150 | $66K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.5% | 148 | $66K |
| Mather Group, Llc. | 0.00% | New | 146 | $65K |
| Employees Retirement System of Texas | 0.00% | New | 142 | $64K |
| Whittier Trust Co. | 0.00% | Reduce -19.6% | 135 | $60K |
| Clearstead Advisors, LLC | 0.00% | Reduce -42.5% | 131 | $59K |
| LRI Investments, LLC | 0.00% | Reduce -27.8% | 122 | $55K |
| Zions Bancorporation, National Association | 0.00% | No change | 110 | $49K |
| HM Payson & Co. | 0.00% | Add +35.5% | 103 | $46K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.2% | 103 | $46K |
| Pilgrim Partners Asia Pte Ltd | 0.02% | — | 100 | $45K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.3% | 90 | $40K |
| Shell Asset Management Co. | 0.00% | Reduce -63.2% | 89 | $40K |
| Principal Securities, Inc. | 0.00% | Reduce -7.3% | 76 | $34K |
| Painted Porch Advisors LLC | 0.01% | No change | 74 | $33K |
| First Horizon Corp. | 0.00% | — | 70 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +7.9% | 68 | $31K |
| Blume Capital Management, Inc. | 0.01% | No change | 65 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +71.4% | 60 | $27K |
| Creekmur Asset Management LLC | 0.00% | No change | 58 | $26K |
| Wealthspire Advisors, LLC | 0.00% | New | 57 | $26K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -42.1% | 55 | $25K |
| Binnacle Investments Inc | 0.01% | Reduce -3.6% | 53 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +840.0% | 47 | $21K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 47 | $21K |
| Alpine Bank Wealth Management | 0.00% | Reduce -2.1% | 46 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $19K |
| Centerpoint Advisors, LLC | 0.01% | Add +17.1% | 41 | $18K |
| Hemington Wealth Management | 0.00% | Reduce -8.9% | 41 | $18K |
| Root Financial Partners, LLC | 0.00% | New | 40 | $18K |
| Danske Bank A/S | 0.00% | No change | 40 | $18K |
| Sunbelt Securities, Inc. | 0.00% | New | 38 | $17K |
| Estabrook Capital Management | 0.00% | New | 35 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.1% | 35 | $16K |
| Rise Advisors, LLC | 0.01% | Add +10.0% | 33 | $15K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 33 | $15K |
| Optiver Holding B.V. | 0.00% | Add +14.3% | 32 | $14K |
| Quent Capital, LLC | 0.00% | New | 30 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +11.5% | 29 | $13K |
| American National Bank & Trust | 0.00% | New | 28 | $13K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 27 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -63.9% | 26 | $12K |
| Security National Bank | 0.00% | No change | 25 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -30.0% | 21 | $9K |
| Huntington National Bank | 0.00% | Reduce -12.5% | 21 | $9K |
| SouthState Bank Corp | 0.00% | Add +11.8% | 19 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 17 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.9% | 16 | $7K |
| AlphaQuest LLC | 0.00% | Reduce -99.6% | 14 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 13 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +8.3% | 13 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 12 | $5K |
| Rothschild Investment LLC | 0.00% | New | 12 | $5K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 11 | $5K |
| Eastern Bank | 0.00% | New | 11 | $5K |
| Caitlin John, LLC | 0.00% | New | 10 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +150.0% | 10 | $4K |
| High Note Wealth, LLC | 0.00% | New | 10 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -9.1% | 10 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 9 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.2% | 9 | $4K |
| Spire Wealth Management | 0.00% | Add +14.3% | 8 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -65.2% | 8 | $4K |
| True Wealth Design, LLC | 0.00% | Add +133.3% | 7 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +75.0% | 7 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 6 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 6 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 6 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -92.8% | 6 | $3K |
| Country Trust Bank | 0.00% | New | 6 | $3K |
| Red Tortoise LLC | 0.00% | No change | 5 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 4 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 4 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -95.4% | 4 | $2K |
| WealthCollab, LLC | 0.00% | No change | 4 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 4 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +300.0% | 4 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -50.0% | 3 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 3 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 3 | $1K |
| CVA Family Office, LLC | 0.00% | New | 3 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 3 | $1K |
| Montag A & Associates Inc. | 0.00% | Reduce -33.3% | 2 | $1K |
| Navigoe, LLC | 0.00% | New | 3 | $1K |
| Avion Wealth | 0.00% | Add +33.3% | 4 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $896 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -80.0% | 2 | $896 |
| MV Capital Management, Inc. | 0.00% | Reduce -60.0% | 2 | $896 |
| North Capital, Inc. | 0.00% | New | 2 | $895 |
| Fortitude Family Office, LLC | 0.00% | Reduce -66.7% | 2 | $895 |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -90.0% | 2 | $895 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $895 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $448 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $448 |
| Bell Investment Advisors, Inc | 0.00% | No change | 1 | $448 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 1 | $448 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $448 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -75.0% | 1 | $448 |
| Cloud Capital Management, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is CHE's weight in each manager's 13F, not the share of Chemed Corp. the manager owns.