ChemedCHE
13F holders, Q4 2025 (December 31)518holders −5
53new positions
67sold out
10famous investors
$430.13avg. 13F price*
At the end of Q4 2025, 518 institutions reported holding Chemed Corp. (CHE) in their 13F filings, down 5 from Q3 2025. 53 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($629.9M), BlackRock, Inc. ($550.0M) and JPMorgan Chase & Co. ($223.3M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Cliff Asness (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $48.4M |
| Exits | 67 | $74.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,148,702 shares bought and 1,257,075 shares sold, net −108,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 518 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.3% | 1,472,254 | $629.9M |
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 1,285,422 | $550.0M |
| JPMorgan Chase & Co. | 0.02% | Add +4.4% | 521,900 | $223.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.53% | Reduce -15.0% | 464,649 | $198.8M |
| State Street Corp. | 0.01% | Reduce -3.0% | 458,060 | $196.0M |
| Neuberger Berman Group LLC | 0.13% | Reduce -12.0% | 412,793 | $176.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 358,114 | $153.2M |
| William Blair Investment Management, LLC | 0.41% | Reduce -10.5% | 344,807 | $147.5M |
| AQR Capital Management | 0.07% | Add +89.2% | 325,579 | $139.3M |
| TD Asset Management Inc | 0.11% | Add +7.5% | 324,546 | $138.9M |
| Epoch Investment Partners, Inc. | 0.78% | Add +4.9% | 322,408 | $137.9M |
| Morgan Stanley | 0.01% | Reduce -25.9% | 258,833 | $110.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.0% | 247,469 | $105.9M |
| Impax Asset Management Group plc | 0.65% | Reduce -3.5% | 244,242 | $104.5M |
| Acadian Asset Management LLC | 0.17% | Reduce -6.4% | 236,175 | $101.0M |
| DekaBank Deutsche Girozentrale | 0.17% | No change | 155,267 | $96.4M |
| Boston Trust Walden Corp | 0.71% | Reduce -5.6% | 221,241 | $94.7M |
| Northern Trust Corp. | 0.01% | Reduce -9.8% | 193,994 | $83.0M |
| First Trust Advisors LP | 0.06% | Add +8.2% | 189,601 | $81.1M |
| Norges Bank | 0.01% | — | 177,785 | $76.1M |
| Van Berkom & Associates Inc. | 2.16% | Add +2.4% | 174,869 | $74.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +37.4% | 158,093 | $67.6M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +61.7% | 154,519 | $66.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 149,975 | $64.2M |
| Copeland Capital Management, LLC | 1.31% | Reduce -6.0% | 137,551 | $58.9M |
| Millennium Management | 0.04% | Add +72.4% | 137,146 | $58.7M |
| Invesco Ltd. | 0.01% | Reduce -10.5% | 129,508 | $55.4M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Reduce -0.5% | 127,088 | $54.4M |
| UBS Group AG | 0.01% | Add +8.3% | 121,482 | $52.0M |
| Ameriprise Financial Inc. | 0.01% | Add +1.1% | 119,872 | $51.3M |
| Victory Capital Management Inc. | 0.03% | Add +1260.2% | 117,685 | $50.4M |
| Two Sigma Investments, LP | 0.07% | Add +588.0% | 109,923 | $47.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.8% | 109,208 | $46.7M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +18.8% | 99,408 | $42.1M |
| Voloridge Investment Management, LLC | 0.15% | Add +6.9% | 96,682 | $41.4M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 95,933 | $41.0M |
| Wells Fargo & Company | 0.01% | Reduce -14.2% | 94,918 | $40.6M |
| Caisse de depot et placement du Quebec | 0.07% | Reduce -6.8% | 93,658 | $40.1M |
| FMR LLC | 0.00% | Reduce -5.5% | 81,139 | $34.7M |
| ProShare Advisors LLC | 0.06% | Reduce -0.5% | 74,996 | $32.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +242.7% | 66,593 | $28.5M |
| Schwartz Investment Counsel Inc. | 0.97% | Reduce -41.7% | 64,734 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.1% | 63,164 | $27.0M |
| Jupiter Asset Management Ltd. | 0.21% | No change | 61,974 | $26.5M |
| Bridges Investment Management Inc. | 0.34% | Reduce -6.4% | 61,869 | $26.5M |
| Aristotle Capital Boston, LLC | 1.42% | Reduce -5.4% | 60,643 | $25.9M |
| D. E. Shaw & Co. | 0.02% | Add +148.5% | 59,473 | $25.4M |
| Gotham Asset Management | 0.09% | Add +38.4% | 59,170 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.2% | 57,554 | $24.6M |
| Aptus Capital Advisors, LLC | 0.21% | Add +1.3% | 57,381 | $24.6M |
| Candriam S.C.A. | 0.12% | Add +30.6% | 56,231 | $24.1M |
| Riverbridge Partners LLC | 0.43% | Reduce -5.0% | 54,119 | $23.2M |
| Man Group plc | 0.04% | Reduce -0.7% | 53,865 | $23.0M |
| Rhumbline Advisers | 0.02% | Reduce -5.2% | 52,916 | $22.6M |
| Fort Washington Investment Advisors Inc. | 0.12% | Reduce -7.5% | 51,766 | $22.1M |
| Loomis Sayles & Co. L P | 0.02% | Add +23.8% | 47,046 | $20.1M |
| Lone Peak Global Investors LLC | 3.38% | Reduce -1.1% | 46,472 | $19.9M |
| Sei Investments Co. | 0.02% | Add +1.6% | 44,677 | $19.1M |
| Alps Advisors Inc. | 0.10% | Reduce -5.8% | 41,737 | $17.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.9% | 40,412 | $17.3M |
| Ranger Investment Management, L.P. | 1.17% | Reduce -0.5% | 39,811 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 39,271 | $16.8M |
| FIL Ltd | 0.01% | Reduce -66.3% | 38,600 | $16.5M |
| California Public Employees Retirement System | 0.01% | Reduce -20.1% | 37,958 | $16.2M |
| Two Sigma Advisers, LP | 0.03% | Add +422.5% | 37,620 | $16.1M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.6% | 37,471 | $16.0M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 37,289 | $16.0M |
| Fenimore Asset Management Inc | 0.33% | Reduce -0.7% | 36,987 | $15.8M |
| EULAV Asset Management | 0.42% | Reduce -61.5% | 36,605 | $15.7M |
| BLI - Banque de Luxembourg Investments | 0.45% | No change | 35,500 | $15.3M |
| Squarepoint Ops LLC | 0.03% | Add +137.0% | 35,253 | $15.1M |
| BNP Paribas Financial Markets | 0.01% | Add +14.5% | 35,024 | $15.0M |
| Nuveen, LLC | 0.00% | Add +5.0% | 34,292 | $14.7M |
| Gabelli Funds LLC | 0.10% | Add +1.0% | 33,951 | $14.5M |
| Trexquant Investment LP | 0.13% | Add +194.5% | 33,159 | $14.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.9% | 30,463 | $13.0M |
| Swiss National Bank | 0.01% | Add +1.6% | 28,740 | $12.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.2% | 28,563 | $12.2M |
| SG Americas Securities, LLC | 0.01% | Add +773.5% | 26,466 | $11.3M |
| Cabot Wealth Management Inc. | 1.19% | Add +1.5% | 25,204 | $10.8M |
| Legal & General Group Plc | 0.00% | Reduce -19.6% | 23,457 | $10.0M |
| GAMCO Investors | 0.09% | Add +9.4% | 22,376 | $9.6M |
| Stifel Financial Corp. | 0.01% | Reduce -13.9% | 21,889 | $9.4M |
| Barclays PLC | 0.00% | Reduce -8.4% | 20,952 | $9.0M |
| Natixis | 0.04% | Add +275.5% | 20,793 | $8.9M |
| Edgestream Partners, L.P. | 0.25% | Add +16.9% | 20,411 | $8.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | Add +113.5% | 20,009 | $8.6M |
| Bahl & Gaynor LLC | 0.04% | Reduce -1.3% | 19,782 | $8.5M |
| DRH Investments, Inc. | 7.51% | Reduce -8.7% | 19,155 | $8.2M |
| Citadel Advisors | 0.01% | Reduce -69.8% | 18,458 | $7.9M |
| Signal Advisors Wealth, LLC | 0.62% | Add +4.4% | 18,239 | $7.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 17,912 | $7.7M |
| HRT Financial LP | 0.02% | Add +141.2% | 17,827 | $7.6M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -20.3% | 17,604 | $7.5M |
| Formidable Asset Management, LLC | 1.09% | Reduce -17.2% | 16,781 | $7.5M |
| GW&K Investment Management, LLC | 0.06% | Reduce -0.1% | 17,187 | $7.4M |
| Kennedy Capital Management LLC | 0.15% | Reduce -12.7% | 16,669 | $7.1M |
| Evergreen Capital Management LLC | 0.16% | Reduce -19.8% | 16,244 | $7.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +103.4% | 16,000 | $6.8M |
| Voleon Capital Management LP | 0.14% | Add +5.4% | 15,744 | $6.7M |
| Teacher Retirement System of Texas | 0.02% | Add +13.9% | 15,534 | $6.6M |
| Quantinno Capital Management LP | 0.01% | Add +62.0% | 14,854 | $6.4M |
| Crawford Fund Management, LLC | 1.99% | New | 14,475 | $6.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.3% | 14,281 | $6.1M |
| Public Sector Pension Investment Board | 0.02% | Add +56.7% | 14,095 | $6.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.4% | 13,972 | $6.0M |
| Abacus FCF Advisors LLC | 0.78% | New | 13,871 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 13,860 | $5.9M |
| Oppenheimer & Co. Inc. | 0.08% | Add +4.6% | 13,704 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +325.6% | 13,158 | $5.6M |
| XTX Topco Ltd | 0.15% | Add +2053.7% | 13,030 | $5.6M |
| Barington Companies Management, LLC | 3.65% | New | 13,000 | $5.6M |
| Renaissance Technologies | 0.01% | Reduce -74.4% | 12,540 | $5.4M |
| Nordea Investment Management AB | 0.00% | Reduce -13.4% | 12,355 | $5.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -9.6% | 12,230 | $5.2M |
| Moore Capital Management, LP | 0.11% | New | 12,213 | $5.2M |
| Vest Financial, LLC | 0.06% | Add +20.9% | 11,734 | $5.0M |
| Illinois Municipal Retirement Fund | 0.06% | Add +27.3% | 11,696 | $5.0M |
| Cibc World Markets Corp. | 0.03% | — | 11,680 | $5.0M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +180.3% | 11,446 | $4.9M |
| Quantbot Technologies LP | 0.16% | Reduce -2.7% | 11,418 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 11,368 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +114.6% | 11,315 | $4.8M |
| Bridgewater Associates | 0.02% | Add +149.0% | 11,279 | $4.8M |
| Bank of Nova Scotia | 0.01% | Reduce -45.0% | 11,222 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.1% | 10,392 | $4.4M |
| Covea Finance | 0.14% | No change | 9,900 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -7.8% | 9,847 | $4.2M |
| Fisher Asset Management | 0.00% | Add +0.0% | 9,756 | $4.2M |
| Creative Planning | 0.00% | Add +32.7% | 9,715 | $4.2M |
| Texas Yale Capital Corp. | 0.12% | Reduce -0.1% | 9,530 | $4.1M |
| Campbell & CO Investment Adviser LLC | 0.19% | New | 9,431 | $4.0M |
| Cape Cod Five Cents Savings Bank | 0.36% | No change | 6,536 | $3.9M |
| Johnson Investment Counsel Inc. | 0.03% | Add +0.6% | 8,764 | $3.7M |
| William Allan Corp | 2.12% | Reduce -1.1% | 8,749 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -22.4% | 8,650 | $3.7M |
| Atom Investors LP | 0.28% | Add +14.9% | 8,373 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 8,280 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +36.7% | 8,211 | $3.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 8,082 | $3.5M |
| LRT Capital Management, LLC | 2.78% | Reduce -14.1% | 7,574 | $3.2M |
| New York State Common Retirement Fund | 0.00% | No change | 7,525 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.8% | 7,518 | $3.2M |
| Ieq Capital, LLC | 0.01% | New | 7,506 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +29.7% | 7,348 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -24.8% | 7,345 | $3.1M |
| Second Line Capital, LLC | 0.64% | Add +2.3% | 7,252 | $3.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -8.7% | 7,164 | $3.1M |
| Dark Forest Capital Management LP | 0.14% | Add +46.2% | 7,006 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.5% | 6,977 | $3.0M |
| Linden Thomas Advisory Services, LLC | 0.30% | Reduce -5.5% | 6,946 | $3.0M |
| Brevan Howard Capital Management LP | 0.06% | Add +250.8% | 6,739 | $2.9M |
| Janus Henderson Group PLC | 0.00% | No change | 6,473 | $2.8M |
| Agf Management Ltd. | 0.01% | Reduce -14.2% | 6,460 | $2.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -13.2% | 6,417 | $2.7M |
| Taproot Management LP | 0.44% | — | 6,388 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -13.3% | 6,296 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -7.6% | 6,288 | $2.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +312.0% | 6,267 | $2.7M |
| Deerfield Management Company, L.P. | 0.04% | Add +33.3% | 6,215 | $2.7M |
| Eukles Asset Management | 1.01% | Add +0.4% | 6,056 | $2.6M |
| Mariner, LLC | 0.00% | Add +56.2% | 6,040 | $2.6M |
| Strong Retirement Solutions LLC | 1.73% | — | 6,008 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -12.4% | 5,895 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -9.8% | 5,820 | $2.5M |
| Tudor Investment Corporation | 0.01% | Add +420.5% | 5,757 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -10.2% | 5,703 | $2.4M |
| Vestcor Inc | 0.07% | Add +59.4% | 5,689 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -21.9% | 5,665 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +73.0% | 5,522 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +10.0% | 5,500 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -27.3% | 5,426 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -25.1% | 5,346 | $2.3M |
| C WorldWide Group Holding A/S | 0.04% | New | 5,117 | $2.2M |
| Polar Capital Holdings Plc | 0.01% | No change | 5,098 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.0% | 5,031 | $2.2M |
| American Century Companies Inc. | 0.00% | Add +8.1% | 4,962 | $2.1M |
| HSBC Holdings PLC | 0.00% | Reduce -69.7% | 4,898 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.3% | 4,643 | $2.0M |
| Comerica Bank | 0.01% | Reduce -12.2% | 4,721 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.6% | 4,490 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.9% | 4,710 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.7% | 4,706 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,533 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -42.7% | 4,497 | $1.9M |
| OP Asset Management Ltd | 0.02% | No change | 4,422 | $1.9M |
| NewEdge Wealth, LLC | 0.02% | Reduce -25.5% | 4,221 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -24.4% | 4,211 | $1.8M |
| Cwm, LLC | 0.00% | Add +88.2% | 4,084 | $1.7M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Reduce -15.8% | 4,078 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -6.3% | 4,057 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | Add +1.0% | 4,040 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -5.7% | 3,911 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.9% | 3,900 | $1.7M |
| Handelsbanken Fonder AB | 0.00% | No change | 3,772 | $1.6M |
| Citigroup Inc. | 0.00% | Add +7.6% | 3,673 | $1.6M |
| Summit Trail Advisors, LLC | 0.03% | Add +17.1% | 3,662 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.2% | 3,530 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.2% | 3,544 | $1.5M |
| Quadrature Capital Ltd | 0.02% | New | 3,530 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +110.1% | 3,479 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -6.7% | 3,464 | $1.5M |
| Waterloo Capital, L.P. | 0.11% | Reduce -13.9% | 3,429 | $1.5M |
| Occudo Quantitative Strategies LP | 0.09% | Add +145.3% | 3,309 | $1.4M |
| State of Michigan Retirement System | 0.01% | Reduce -5.7% | 3,309 | $1.4M |
| Park Place Capital Corp | 0.29% | Reduce -9.3% | 3,277 | $1.4M |
| Tidal Investments LLC | 0.01% | Add +16.9% | 3,211 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 3,189 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -2.4% | 3,169 | $1.4M |
| Hanson & Doremus Investment Management | 0.16% | Reduce -0.5% | 3,137 | $1.3M |
| KBC Group NV | 0.00% | No change | 3,101 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -52.5% | 3,086 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.8% | 3,052 | $1.3M |
| Kestra Investment Management, LLC | 0.03% | Add +64.7% | 3,007 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 3,000 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +29.7% | 2,939 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +1.2% | 2,929 | $1.3M |
| Alberta Investment Management Corp | 0.01% | New | 2,900 | $1.2M |
| Mendel Money Management | 0.52% | Add +85.6% | 2,890 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -12.1% | 2,890 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -5.2% | 2,828 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +347.9% | 2,808 | $1.2M |
| Twinbeech Capital LP | 0.09% | New | 2,800 | $1.2M |
| Caxton Associates LLP | 0.02% | New | 2,785 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.9% | 2,744 | $1.2M |
| Laurus Global Equity Management Inc. | 0.95% | Reduce -27.7% | 2,740 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.5% | 2,722 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Reduce -27.4% | 2,700 | $1.2M |
| L2 Asset Management, LLC | 0.15% | Add +85.9% | 2,651 | $1.1M |
| Amica Mutual Insurance Co. | 0.10% | No change | 2,571 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +22.8% | 2,542 | $1.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -6.3% | 2,467 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 2,391 | $1.0M |
| Legacy Wealth Asset Management, LLC | 0.24% | Reduce -9.2% | 2,313 | $990K |
| First Financial Bankshares Inc | 0.02% | Reduce -0.9% | 2,309 | $988K |
| South Dakota Investment Council | 0.02% | Reduce -8.0% | 2,289 | $979K |
| Cim, LLC | 0.13% | Add +7.0% | 2,288 | $979K |
| MAI Capital Management | 0.01% | Reduce -55.0% | 2,269 | $971K |
| Trust Point Inc. | 0.08% | Reduce -4.0% | 2,257 | $966K |
| &partners | 0.01% | Reduce -14.3% | 2,237 | $957K |
| Prudential PLC | 0.01% | Add +56.7% | 2,232 | $955K |
| Cinctive Capital Management LP | 0.05% | Add +49.9% | 2,215 | $948K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.5% | 2,195 | $939K |
| QSV Equity Investors LLC | 1.39% | Reduce -27.8% | 2,192 | $938K |
| Exchange Traded Concepts, LLC | 0.01% | Add +8.3% | 2,168 | $928K |
| Atria Investments, Inc | 0.01% | Reduce -46.8% | 2,130 | $911K |
| Bokf, NA | 0.01% | Reduce -26.7% | 2,125 | $909K |
| Lecap Asset Management Ltd. | 0.36% | New | 2,111 | $903K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 2,100 | $899K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -35.7% | 2,016 | $863K |
| Bright Rock Capital Management, LLC | 0.17% | No change | 2,000 | $856K |
| MIdWestOne Financial Group, Inc. | 0.10% | No change | 2,000 | $856K |
| Leavell Investment Management, Inc. | 0.04% | No change | 2,000 | $856K |
| Bank of Montreal | 0.00% | Reduce -84.9% | 1,971 | $843K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.2% | 1,954 | $836K |
| FORA Capital, LLC | 0.10% | New | 1,791 | $795K |
| Graham Capital Management, L.P. | 0.04% | Reduce -80.5% | 1,854 | $793K |
| Oak Thistle LLC | 0.11% | Reduce -69.2% | 1,834 | $785K |
| Lord & Richards Wealth Management, LLC | 0.67% | Reduce -47.7% | 1,818 | $778K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.8% | 1,748 | $748K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -2.6% | 1,734 | $742K |
| Fortune Financial Advisors, LLC | 0.50% | Add +3.4% | 1,729 | $740K |
| ING Groep NV | 0.00% | No change | 1,700 | $727K |
| Pacer Advisors, Inc. | 0.00% | Reduce -13.0% | 1,694 | $725K |
| Martingale Asset Management L P | 0.02% | Reduce -29.1% | 1,690 | $723K |
| Independent Advisor Alliance | 0.02% | Reduce -0.5% | 1,673 | $716K |
| IFP Advisors, Inc | 0.02% | Add +91.8% | 1,671 | $715K |
| AlphaQuest LLC | 0.04% | Add +11721.4% | 1,655 | $708K |
| TD Private Client Wealth LLC | 0.01% | Reduce -25.5% | 1,650 | $706K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.2% | 1,623 | $694K |
| Legato Capital Management LLC | 0.06% | New | 1,615 | $691K |
| Blue Trust, Inc. | 0.01% | Reduce -6.1% | 1,594 | $682K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -19.3% | 1,514 | $648K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | Add +4.3% | 1,462 | $626K |
| Mitchell & Pahl Private Wealth, LLC | 0.26% | Add +6.7% | 1,442 | $617K |
| Merit Financial Group, LLC | 0.00% | Add +52.0% | 1,429 | $612K |
| Xponance LLC | 0.00% | Reduce -17.5% | 1,424 | $609K |
| Voya Investment Management LLC | 0.00% | Reduce -9.9% | 1,424 | $609K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -92.9% | 1,406 | $601K |
| Bailard, Inc. | 0.01% | Reduce -39.1% | 1,400 | $599K |
| Tailwinds Wealth, LLC | 0.64% | — | 1,384 | $592K |
| Baird Financial Group, Inc. | 0.00% | Reduce -35.0% | 1,380 | $590K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +62.2% | 1,377 | $589K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 1,368 | $585K |
| Mangrove Partners Im, LLC | 0.05% | New | 1,358 | $581K |
| Wbi Investments, LLC | 0.15% | Reduce -74.4% | 1,351 | $578K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.0% | 1,331 | $569K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -16.1% | 1,331 | $569K |
| New York Life Investment Management LLC | 0.00% | Reduce -11.3% | 1,302 | $557K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 1,295 | $554K |
| DRW Securities, LLC | 0.04% | New | 1,291 | $552K |
| Keybank National Association | 0.00% | Add +106.3% | 1,267 | $542K |
| Jericho Financial, LLP | 0.32% | Reduce -82.1% | 1,260 | $539K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -62.5% | 1,245 | $533K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.8% | 1,239 | $530K |
| Clarus Group, Inc. | 0.19% | Reduce -7.0% | 1,229 | $526K |
| First Heartland Consultants, Inc. | 0.04% | Add +27.5% | 1,224 | $524K |
| Entropy Technologies, LP | 0.03% | Add +35.1% | 1,216 | $520K |
| Abbot Financial Management, Inc. | 0.21% | No change | 1,200 | $513K |
| CSS LLC | 0.09% | New | 1,190 | $509K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +49.3% | 1,190 | $509K |
| Swiss Life Asset Management Ltd | 0.00% | Add +70.4% | 1,159 | $496K |
| Federated Hermes, Inc. | 0.00% | Reduce -12.4% | 1,151 | $492K |
| United Advisor Group, LLC | 0.06% | Add +6.8% | 1,139 | $487K |
| M&T Bank Corp | 0.00% | Add +37.5% | 1,137 | $487K |
| Aviva PLC | 0.00% | Add +7.2% | 1,130 | $483K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -4.5% | 1,113 | $476K |
| Postrock Partners LLC | 0.20% | No change | 1,103 | $472K |
| AlphaGrep UK Ltd | 0.16% | — | 1,102 | $472K |
| MML Investors Services, LLC | 0.00% | Reduce -25.6% | 1,090 | $466K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.5% | 1,088 | $466K |
| Pallas Capital Advisors LLC | 0.02% | Add +22.7% | 1,087 | $465K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,071 | $458K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,054 | $451K |
| Jump Financial, LLC | 0.01% | Reduce -38.8% | 1,044 | $447K |
| Equitable Trust Co. | 0.02% | Reduce -1.4% | 973 | $416K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -18.9% | 960 | $411K |
| Second Half Financial Partners, LLC | 0.18% | Reduce -9.2% | 954 | $408K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.4% | 947 | $405K |
| Aureus Asset Management, LLC | 0.03% | No change | 922 | $394K |
| Maripau Wealth Management LLC | 0.18% | Add +8.6% | 920 | $393K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.8% | 912 | $390K |
| Prudential Financial Inc. | 0.00% | Reduce -37.4% | 902 | $389K |
| Virtus Advisers, LLC | 0.18% | No change | 895 | $383K |
| EntryPoint Capital, LLC | 0.15% | New | 894 | $383K |
| Rockefeller Capital Management L.P. | 0.00% | Add +63.9% | 893 | $382K |
| State of Wyoming | 0.04% | Add +177.4% | 885 | $379K |
| Bessemer Group Inc. | 0.00% | Reduce -3.0% | 878 | $376K |
| Morningstar Investment Management LLC | 0.02% | Reduce -0.1% | 863 | $369K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -7.5% | 861 | $368K |
| Vident Advisory, LLC | 0.00% | Add +2.4% | 855 | $366K |
| Capital Insight Partners, LLC | 0.08% | Reduce -88.3% | 848 | $363K |
| Maryland State Retirement & Pension System | 0.01% | No change | 804 | $344K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -5.8% | 790 | $338K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -40.0% | 786 | $336K |
| Utah Retirement Systems | 0.00% | No change | 759 | $325K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.5% | 758 | $324K |
| Magnetar Financial LLC | 0.00% | Reduce -54.4% | 754 | $323K |
| Savvy Advisors, Inc. | 0.01% | New | 749 | $320K |
| Renasant Bank | 0.22% | Reduce -9.5% | 746 | $319K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 734 | $314K |
| Brooklyn Investment Group | 0.01% | New | 722 | $314K |
| Focus Partners Wealth | 0.00% | New | 727 | $311K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.7% | 712 | $305K |
| Diversified Enterprises, LLC | 0.02% | Add +19.8% | 709 | $303K |
| Commerce Bank | 0.00% | Reduce -86.8% | 701 | $300K |
| KFG Wealth Management, LLC | 0.04% | Add +7.4% | 693 | $296K |
| Pandora Wealth, Inc. | 0.18% | Reduce -31.8% | 678 | $290K |
| Abel Hall, LLC | 0.07% | New | 677 | $290K |
| Gsa Capital Partners LLP | 0.02% | Add +10.0% | 670 | $287K |
| Welch Group, LLC | 0.01% | No change | 660 | $282K |
| Delta Capital Management LLC | 0.16% | No change | 655 | $280K |
| West Bancorporation Inc. | 0.15% | No change | 650 | $278K |
| WCM Investment Management, LLC | 0.00% | Reduce -3.6% | 637 | $274K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 639 | $274K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.5% | 637 | $273K |
| LVW Advisors, LLC | 0.03% | Reduce -19.8% | 634 | $271K |
| Waverly Advisors, LLC | 0.00% | New | 634 | $271K |
| Childress Capital Advisors, LLC | 0.04% | New | 625 | $267K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.3% | 624 | $267K |
| Callan Family Office, LLC | 0.01% | New | 619 | $265K |
| MBE Wealth Management, LLC | 0.11% | Add +14.4% | 618 | $264K |
| GPS Wealth Strategies Group, LLC | 0.22% | Reduce -69.5% | 616 | $264K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.4% | 610 | $261K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -8.2% | 597 | $256K |
| Silver Oak Securities, Incorporated | 0.02% | Add +11.5% | 591 | $255K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -25.2% | 586 | $251K |
| McAdam, LLC | 0.01% | Reduce -2.0% | 586 | $251K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -50.7% | 560 | $240K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 558 | $239K |
| Independent Solutions Wealth Management, LLC | 0.04% | No change | 536 | $229K |
| Krilogy Financial LLC | 0.01% | Reduce -41.4% | 499 | $224K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.3% | 522 | $223K |
| Somerset Trust Co | 0.07% | Reduce -6.0% | 520 | $222K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -48.6% | 511 | $219K |
| Brogan Financial, Inc. | 0.10% | Reduce -21.0% | 511 | $219K |
| North Dakota State Investment Board | 0.01% | — | 505 | $216K |
| Amundi | 0.00% | Reduce -98.2% | 502 | $215K |
| MCF Advisors LLC | 0.01% | No change | 500 | $214K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 481 | $212K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.2% | 494 | $211K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.6% | 490 | $210K |
| Shelton Capital Management | 0.00% | Reduce -9.3% | 486 | $208K |
| Qsemble Capital Management, LP | 0.02% | Reduce -41.8% | 483 | $207K |
| Evolve Private Wealth, LLC | 0.01% | — | 479 | $205K |
| Ethic Inc. | 0.00% | Reduce -47.0% | 475 | $203K |
| Quadrant Capital Group LLC | 0.01% | Reduce -62.6% | 471 | $202K |
| Essential Partners LLC | 0.06% | Add +28.9% | 464 | $199K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.0% | 459 | $197K |
| Aster Capital Management (DIFC) Ltd | 0.08% | New | 446 | $191K |
| Centaurus Financial, Inc. | 0.01% | Reduce -38.4% | 444 | $190K |
| Parallel Advisors, LLC | 0.00% | Add +34.0% | 406 | $174K |
| McMillan Office, Inc. | 0.02% | — | 400 | $171K |
| Allworth Financial LP | 0.00% | Add +32.4% | 396 | $169K |
| Covestor Ltd | 0.08% | Add +44.8% | 375 | $160K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +27.5% | 371 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.2% | 360 | $154K |
| Persistent Asset Partners Ltd | 0.07% | New | 337 | $144K |
| STRS Ohio | 0.00% | Reduce -2.9% | 333 | $142K |
| Hantz Financial Services, Inc. | 0.00% | Add +32.9% | 323 | $138K |
| GAMMA Investing LLC | 0.01% | Add +64.8% | 290 | $124K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +50.3% | 245 | $105K |
| Inspire Investing, LLC | 0.01% | New | 243 | $104K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -55.5% | 233 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 232 | $99K |
| CGC Financial Services, LLC | 0.03% | No change | 229 | $98K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 225 | $96K |
| UMB Bank, n.a. | 0.00% | Reduce -4.6% | 208 | $89K |
| SageView Advisory Group, LLC | 0.00% | New | 207 | $89K |
| Horizon Investments, LLC | 0.00% | Reduce -88.6% | 206 | $88K |
| Tsfg, LLC | 0.01% | No change | 200 | $86K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.1% | 197 | $84K |
| Cape Investment Advisory, Inc. | 0.02% | New | 162 | $69K |
| Whittier Trust Co. | 0.00% | Add +16.3% | 157 | $69K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -66.5% | 161 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 150 | $64K |
| Employees Retirement System of Texas | 0.00% | No change | 142 | $61K |
| Danske Bank A/S | 0.00% | Add +250.0% | 140 | $60K |
| North Star Investment Management Corp. | 0.00% | Reduce -25.3% | 139 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.1% | 136 | $58K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 118 | $50K |
| Zions Bancorporation, National Association | 0.00% | Add +0.9% | 111 | $47K |
| Rothschild Investment LLC | 0.00% | Add +800.0% | 108 | $46K |
| Signaturefd, LLC | 0.00% | Reduce -33.8% | 104 | $44K |
| Arax Advisory Partners | 0.00% | Reduce -95.1% | 103 | $44K |
| HM Payson & Co. | 0.00% | No change | 103 | $44K |
| Quarry LP | 0.01% | Reduce -75.3% | 95 | $41K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 92 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +200.0% | 87 | $37K |
| Clearstead Advisors, LLC | 0.00% | Reduce -33.6% | 87 | $37K |
| First Horizon Corp. | 0.00% | Add +7.1% | 75 | $32K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.5% | 67 | $29K |
| Blume Capital Management, Inc. | 0.01% | Add +1.5% | 66 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 64 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.7% | 62 | $27K |
| Los Angeles Capital Management LLC | 0.00% | New | 58 | $26K |
| Monetary Solutions, Ltd | 0.02% | — | 58 | $25K |
| Eagle Bay Advisors LLC | 0.02% | New | 57 | $24K |
| Ancora Advisors LLC | 0.00% | Add +1800.0% | 57 | $24K |
| NewEdge Advisors, LLC | 0.00% | Reduce -45.6% | 49 | $21K |
| Cornerstone Planning Group LLC | 0.00% | No change | 47 | $20K |
| Root Financial Partners, LLC | 0.00% | Add +12.5% | 45 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.7% | 44 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 41 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -59.2% | 42 | $18K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 42 | $18K |
| Sunbelt Securities, Inc. | 0.00% | No change | 38 | $16K |
| LRI Investments, LLC | 0.00% | Reduce -70.5% | 36 | $15K |
| Dorato Capital Management | 0.01% | — | 34 | $15K |
| Estabrook Capital Management | 0.00% | No change | 35 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -43.3% | 34 | $15K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 33 | $14K |
| American National Bank & Trust | 0.00% | No change | 28 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 27 | $12K |
| Security National Bank | 0.00% | No change | 25 | $11K |
| True Wealth Design, LLC | 0.00% | Add +242.9% | 24 | $10K |
| Entrust Financial LLC | 0.01% | — | 23 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +1050.0% | 23 | $10K |
| Princeton Global Asset Management LLC | 0.00% | New | 22 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 21 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -19.2% | 21 | $9K |
| Assetmark, Inc. | 0.00% | Add +162.5% | 21 | $9K |
| SouthState Bank Corp | 0.00% | Reduce -5.3% | 18 | $8K |
| Nova Wealth Management, Inc. | 0.01% | No change | 17 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 13 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 13 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +44.4% | 13 | $6K |
| Quent Capital, LLC | 0.00% | Reduce -60.0% | 12 | $5K |
| Aventura Private Wealth, LLC | 0.00% | No change | 12 | $5K |
| Chilton Capital Management LLC | 0.00% | New | 11 | $5K |
| Caitlin John, LLC | 0.00% | No change | 10 | $4K |
| Larson Financial Group LLC | 0.00% | Add +150.0% | 10 | $4K |
| Activest Wealth Management | 0.00% | New | 10 | $4K |
| Private Trust Co. NA | 0.00% | No change | 10 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 10 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +66.7% | 10 | $4K |
| Huntington National Bank | 0.00% | Reduce -52.4% | 10 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -10.0% | 9 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +800.0% | 9 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 9 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 6 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 6 | $3K |
| Sachetta, LLC | 0.00% | New | 6 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -40.0% | 6 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +50.0% | 6 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +200.0% | 6 | $3K |
| Country Trust Bank | 0.00% | No change | 6 | $3K |
| Fairman Group, LLC | 0.00% | New | 5 | $2K |
| Red Tortoise LLC | 0.00% | No change | 5 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 5 | $2K |
| Scarborough Advisors, LLC | 0.00% | Reduce -16.7% | 5 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 5 | $2K |
| CX Institutional | 0.00% | New | 5 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 4 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 4 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 4 | $2K |
| Torren Management, LLC | 0.00% | — | 3 | $1K |
| Kilter Group LLC | 0.00% | New | 3 | $1K |
| Wealth Watch Advisors, INC | 0.00% | No change | 3 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -40.0% | 3 | $1K |
| Optima Capital LLC | 0.00% | New | 2 | $856 |
| Bare Financial Services, Inc | 0.00% | Reduce -71.4% | 2 | $856 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $856 |
| Versant Capital Management, Inc | 0.00% | Reduce -66.7% | 2 | $856 |
| Bell Investment Advisors, Inc | 0.00% | Add +100.0% | 2 | $856 |
| HFM Investment Advisors, LLC | 0.00% | New | 1 | $428 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $428 |
| USA Financial Formulas | 0.00% | New | 1 | $428 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $428 |
| Rossby Financial, LCC | 0.00% | New | 1 | $428 |
| Harbour Investments, Inc. | 0.00% | Reduce -93.8% | 1 | $428 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $428 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.0% | 1 | $428 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -75.0% | 1 | $428 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $427 |
| MidFirst Bank | 0.00% | — | 26 | $427 |
"% of holder's portfolio" is CHE's weight in each manager's 13F, not the share of Chemed Corp. the manager owns.