ChemedCHE
13F holders, Q2 2026 (June 30)532holders +41
95new positions
53sold out
10famous investors
$463.91avg. 13F price*
At the end of Q2 2026, 532 institutions reported holding Chemed Corp. (CHE) in their 13F filings, up 41 from Q1 2026. 95 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($691.3M), AQR Capital Management ($446.2M) and Vanguard Portfolio Management LLC ($366.6M). 10 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- Chemed Corp.
- CUSIP
- 16359R103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $247.7M |
| Exits | 53 | $169.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,458,007 shares bought and 2,254,679 shares sold, net +203,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| BlackRock, Inc. | 0.01% | Add +11.0% | 1,484,282 | $691.3M |
| AQR Capital Management | 0.16% | Add +134.0% | 972,474 | $446.2M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -3.5% | 787,068 | $366.6M |
| Vanguard Capital Management LLC | 0.01% | Reduce -5.0% | 604,420 | $281.5M |
| Acadian Asset Management LLC | 0.25% | Add +47.7% | 453,238 | $211.0M |
| State Street Corp. | 0.01% | Reduce -3.8% | 444,716 | $207.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 413,942 | $192.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.5% | 403,395 | $185.8M |
| Boston Partners | 0.12% | New | 280,684 | $130.7M |
| Epoch Investment Partners, Inc. | 0.71% | Add +6.9% | 267,290 | $124.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.1% | 260,561 | $121.3M |
| TD Asset Management Inc | 0.10% | Reduce -8.4% | 256,263 | $119.4M |
| River Road Asset Management, LLC | 1.23% | Add +231.5% | 237,927 | $110.8M |
| Morgan Stanley | 0.01% | Add +2.3% | 232,302 | $108.2M |
| Fuller & Thaler Asset Management, Inc. | 0.28% | Add +72.7% | 219,988 | $102.5M |
| First Trust Advisors LP | 0.06% | Reduce -7.0% | 219,788 | $102.4M |
| Boston Trust Walden Corp | 0.71% | Reduce -1.9% | 201,275 | $93.7M |
| Northern Trust Corp. | 0.01% | Add +14.0% | 199,148 | $92.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.3% | 183,938 | $85.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.9% | 170,358 | $79.3M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +9.0% | 166,149 | $77.4M |
| Norges Bank | 0.01% | — | 163,404 | $76.1M |
| Van Berkom & Associates Inc. | 2.44% | Reduce -1.4% | 162,809 | $75.8M |
| Invesco Ltd. | 0.01% | Add +8.1% | 150,368 | $70.0M |
| Copeland Capital Management, LLC | 1.39% | Reduce -2.0% | 145,007 | $67.5M |
| SG Americas Securities, LLC | 0.04% | Add +389.1% | 132,350 | $61.6M |
| DekaBank Deutsche Girozentrale | 0.10% | No change | 155,267 | $57.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -7.2% | 119,717 | $55.8M |
| UBS Group AG | 0.01% | Reduce -24.9% | 106,497 | $49.6M |
| Bank of America Corp. | 0.00% | Add +7.9% | 103,610 | $48.3M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -13.5% | 92,737 | $44.6M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -17.9% | 95,136 | $44.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.2% | 94,045 | $43.8M |
| Gotham Asset Management | 0.10% | Add +91.2% | 93,085 | $43.4M |
| Voloridge Investment Management, LLC | 0.18% | Reduce -6.4% | 91,789 | $42.7M |
| BNP Paribas Financial Markets | 0.02% | Add +60.2% | 91,254 | $42.5M |
| Frontier Capital Management Co. LLC | 0.39% | Add +44.4% | 90,567 | $42.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -4.8% | 83,961 | $39.1M |
| Point72 Asset Management | 0.06% | New | 74,460 | $34.7M |
| ProShare Advisors LLC | 0.05% | Add +24.5% | 70,761 | $33.0M |
| Aptus Capital Advisors, LLC | 0.22% | Add +4.8% | 64,080 | $29.8M |
| Barington Companies Management, LLC | 19.69% | Add +5.3% | 60,100 | $28.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.1% | 56,975 | $26.5M |
| Amundi | 0.01% | Add +51.5% | 53,856 | $25.1M |
| Sei Investments Co. | 0.02% | Reduce -9.3% | 53,732 | $25.0M |
| Eversept Partners, LP | 1.33% | Add +69.1% | 52,523 | $24.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +70.9% | 52,999 | $24.4M |
| Fort Washington Investment Advisors Inc. | 0.12% | Reduce -18.1% | 51,013 | $23.8M |
| Rhumbline Advisers | 0.02% | Reduce -7.5% | 51,000 | $23.8M |
| Millennium Management | 0.02% | Reduce -51.8% | 50,404 | $23.5M |
| Jupiter Asset Management Ltd. | 0.11% | Reduce -21.8% | 48,477 | $22.6M |
| Mariner, LLC | 0.02% | Add +71.8% | 47,510 | $22.1M |
| Aristotle Capital Boston, LLC | 1.38% | Reduce -16.5% | 44,114 | $20.5M |
| Candriam S.C.A. | 0.09% | Reduce -4.3% | 41,398 | $19.3M |
| Alps Advisors Inc. | 0.09% | Add +2.5% | 40,795 | $19.0M |
| Balyasny Asset Management L.P. | 0.04% | Add +90.7% | 40,056 | $18.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.3% | 39,638 | $18.5M |
| Renaissance Technologies | 0.03% | Add +216.7% | 39,080 | $18.2M |
| Panagora Asset Management Inc. | 0.06% | New | 38,865 | $18.1M |
| Lone Peak Global Investors LLC | 2.38% | Add +38.0% | 37,099 | $17.3M |
| HRT Financial LP | 0.03% | New | 36,849 | $17.2M |
| Fenimore Asset Management Inc | 0.35% | Add +2.2% | 36,528 | $17.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.0% | 34,631 | $16.1M |
| Retirement Systems of Alabama | 0.05% | Reduce -9.6% | 34,200 | $15.9M |
| Nuveen, LLC | 0.00% | Reduce -6.2% | 32,246 | $15.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +633.1% | 31,405 | $14.6M |
| Gabelli Funds LLC | 0.09% | Reduce -1.9% | 30,560 | $14.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.6% | 30,135 | $14.0M |
| Deerfield Management Company, L.P. | 0.17% | New | 30,000 | $14.0M |
| FMR LLC | 0.00% | Reduce -2.5% | 29,268 | $13.6M |
| Cerity Partners LLC | 0.02% | Add +186.3% | 28,125 | $13.1M |
| Integrated Wealth Concepts LLC | 0.08% | Add +9.7% | 27,774 | $12.9M |
| Cabot Wealth Management Inc. | 1.26% | Reduce -0.4% | 26,608 | $12.4M |
| Swiss National Bank | 0.01% | Reduce -6.4% | 26,220 | $12.2M |
| Creative Planning | 0.01% | Add +216.1% | 25,772 | $12.0M |
| FIL Ltd | 0.01% | No change | 24,500 | $11.4M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -64.7% | 24,481 | $11.4M |
| California Public Employees Retirement System | 0.01% | Reduce -22.4% | 24,467 | $11.4M |
| CIBC Bancorp USA Inc. | 0.01% | Add +484.7% | 23,682 | $11.0M |
| Bahl & Gaynor LLC | 0.05% | Add +8.9% | 22,619 | $10.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -92.6% | 22,325 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -59.0% | 22,100 | $10.3M |
| Crawford Fund Management, LLC | 3.14% | Add +3.0% | 21,975 | $10.2M |
| Signal Advisors Wealth, LLC | 0.50% | Add +11.1% | 20,565 | $9.6M |
| GAMCO Investors | 0.09% | Reduce -5.8% | 20,528 | $9.6M |
| Bridgewater Associates | 0.04% | Add +303.0% | 20,399 | $9.5M |
| Legal & General Group Plc | 0.00% | Reduce -5.0% | 19,927 | $9.3M |
| Ieq Capital, LLC | 0.04% | Add +712.5% | 19,500 | $9.1M |
| Mackenzie Financial Corp. | 0.01% | Add +670.1% | 18,829 | $8.8M |
| Captrust Financial Advisors | 0.01% | Add +30.9% | 18,699 | $8.7M |
| DRH Investments, Inc. | 6.86% | Reduce -10.8% | 18,616 | $8.7M |
| Public Sector Pension Investment Board | 0.02% | Add +61.9% | 18,574 | $8.7M |
| Trexquant Investment LP | 0.05% | Reduce -39.6% | 18,024 | $8.4M |
| GW&K Investment Management, LLC | 0.06% | Reduce -0.1% | 17,725 | $8.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -8.4% | 17,052 | $7.9M |
| Deutsche Bank AG | 0.00% | Add +449.4% | 16,747 | $7.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -6.2% | 16,548 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 16,348 | $7.6M |
| Bank of Nova Scotia | 0.01% | Reduce -25.4% | 16,300 | $7.6M |
| Jupiter Topco LLC | 0.00% | — | 15,913 | $7.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +0.4% | 14,521 | $6.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +36.1% | 14,273 | $6.6M |
| Barclays PLC | 0.00% | Reduce -34.5% | 14,106 | $6.6M |
| Fifth Third Bancorp | 0.01% | Add +43.6% | 13,926 | $6.5M |
| Citigroup Inc. | 0.00% | Add +171.0% | 13,872 | $6.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -9.2% | 13,437 | $6.3M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +13.8% | 13,435 | $6.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +8.8% | 13,382 | $6.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 13,104 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.3% | 16,087 | $6.1M |
| Algert Global LLC | 0.07% | Add +647.6% | 12,710 | $5.9M |
| Vest Financial, LLC | 0.06% | Reduce -17.2% | 12,455 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +256.1% | 12,366 | $5.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.5% | 12,321 | $5.7M |
| HSBC Holdings PLC | 0.00% | Add +41.7% | 12,346 | $5.7M |
| Man Group plc | 0.01% | Reduce -72.1% | 12,232 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -41.6% | 12,183 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 12,159 | $5.7M |
| Illinois Municipal Retirement Fund | 0.06% | Add +0.8% | 12,129 | $5.6M |
| Occudo Quantitative Strategies LP | 0.30% | No change | 12,096 | $5.6M |
| Quantinno Capital Management LP | 0.01% | Add +71.1% | 11,300 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +198.6% | 11,499 | $5.3M |
| Kennedy Capital Management LLC | 0.09% | Add +17.8% | 11,095 | $5.2M |
| Nordea Investment Management AB | 0.00% | Reduce -5.7% | 11,252 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.3% | 10,923 | $5.1M |
| Formidable Asset Management, LLC | 0.81% | Reduce -9.0% | 13,148 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +11.1% | 10,660 | $5.0M |
| XTX Topco Ltd | 0.06% | Reduce -19.8% | 10,413 | $4.8M |
| Covea Finance | 0.15% | No change | 9,900 | $4.6M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -27.4% | 9,883 | $4.6M |
| Texas Yale Capital Corp. | 0.10% | No change | 9,530 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.1% | 9,475 | $4.4M |
| American Century Companies Inc. | 0.00% | Add +134.8% | 9,471 | $4.4M |
| Franklin Resources Inc. | 0.00% | Reduce -8.2% | 8,887 | $4.1M |
| Natixis | 0.02% | Reduce -55.0% | 8,576 | $4.0M |
| Strong Retirement Solutions LLC | 2.32% | Add +10.1% | 8,293 | $3.9M |
| Abacus FCF Advisors LLC | 0.71% | Add +1.6% | 8,239 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.0% | 8,193 | $3.8M |
| Holocene Advisors, LP | 0.01% | New | 8,101 | $3.8M |
| Lazard Asset Management LLC | 0.01% | Add +9.1% | 8,062 | $3.8M |
| State of Wisconsin Investment Board | 0.01% | Add +51.4% | 7,962 | $3.7M |
| Fisher Asset Management | 0.00% | Reduce -2.6% | 7,564 | $3.5M |
| Second Line Capital, LLC | 0.66% | Add +5.5% | 7,556 | $3.5M |
| LRT Capital Management, LLC | 2.22% | Add +24.6% | 7,332 | $3.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -6.6% | 7,025 | $3.3M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -17.7% | 6,924 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -52.0% | 6,571 | $3.1M |
| Allianz Asset Management GmbH | 0.00% | Add +92.6% | 6,514 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -9.0% | 6,388 | $3.0M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.87% | New | 6,365 | $3.0M |
| Dark Forest Capital Management LP | 0.19% | Reduce -5.7% | 6,310 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -85.6% | 6,160 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -4.9% | 6,082 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -4.1% | 5,820 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | No change | 5,620 | $2.6M |
| Caxton Associates LLP | 0.05% | Add +124.8% | 5,601 | $2.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.7% | 5,551 | $2.6M |
| Horizon Investments, LLC | 0.03% | Add +72.6% | 5,417 | $2.5M |
| Brevan Howard Capital Management LP | 0.04% | Add +65.7% | 5,391 | $2.5M |
| Squarepoint Ops LLC | 0.00% | Add +50.5% | 5,201 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +32.6% | 5,201 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -17.1% | 5,136 | $2.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -10.1% | 5,129 | $2.4M |
| Polar Capital Holdings Plc | 0.01% | No change | 5,098 | $2.4M |
| Moore Capital Management, LP | 0.06% | Reduce -51.2% | 5,072 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +6.2% | 5,024 | $2.3M |
| Arax Advisory Partners | 0.02% | Add +1538.5% | 4,981 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -9.3% | 4,925 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +43.8% | 4,882 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.9% | 4,835 | $2.3M |
| Waterloo Capital, L.P. | 0.13% | Add +9.8% | 4,797 | $2.2M |
| Mendel Money Management | 0.81% | Add +20.6% | 4,726 | $2.2M |
| Park Place Capital Corp | 0.35% | Add +4.9% | 4,668 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 4,652 | $2.2M |
| Bridges Investment Management Inc. | 0.03% | Reduce -93.0% | 4,628 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,533 | $2.1M |
| Eukles Asset Management | 0.86% | Reduce -3.3% | 4,479 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Reduce -2.1% | 4,390 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +210.9% | 4,225 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.1% | 4,032 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -10.7% | 3,929 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.9% | 3,900 | $1.8M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -19.3% | 3,899 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,840 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.2% | 3,758 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -98.5% | 3,725 | $1.7M |
| Quantbot Technologies LP | 0.07% | Reduce -81.6% | 3,705 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +56.1% | 3,680 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.4% | 3,668 | $1.7M |
| Jain Global LLC | 0.02% | New | 3,659 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -7.3% | 3,609 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 3,534 | $1.6M |
| Canada Pension Plan Investment Board | 0.00% | Add +62.3% | 3,440 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -89.0% | 3,406 | $1.6M |
| C WorldWide Group Holding A/S | 0.04% | Reduce -34.6% | 3,347 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +4.7% | 3,284 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -60.6% | 3,260 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -10.2% | 3,237 | $1.5M |
| Kestra Investment Management, LLC | 0.03% | Reduce -32.4% | 3,206 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -10.4% | 3,178 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +245.7% | 3,115 | $1.5M |
| State of Michigan Retirement System | 0.01% | Reduce -8.8% | 3,109 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +176.3% | 3,106 | $1.4M |
| KBC Group NV | 0.00% | No change | 3,101 | $1.4M |
| Hanson & Doremus Investment Management | 0.15% | Reduce -1.0% | 3,065 | $1.4M |
| Legacy Wealth Asset Management, LLC | 0.31% | Add +25.8% | 3,056 | $1.4M |
| Tidal Investments LLC | 0.00% | Reduce -8.4% | 3,012 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 3,000 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -5.9% | 2,985 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -8.7% | 2,961 | $1.4M |
| L2 Asset Management, LLC | 0.14% | Reduce -42.8% | 2,911 | $1.4M |
| Sivia Capital Partners, LLC | 0.16% | Add +340.5% | 2,850 | $1.3M |
| Tailwinds Wealth, LLC | 0.76% | Add +175.3% | 2,780 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.3% | 2,719 | $1.3M |
| Amica Mutual Insurance Co. | 0.11% | No change | 2,714 | $1.3M |
| MCF Advisors LLC | 0.04% | Reduce -3.9% | 2,674 | $1.2M |
| Rothschild Investment LLC | 0.05% | Add +517.3% | 2,673 | $1.2M |
| Fortune Financial Advisors, LLC | 0.53% | Add +47.0% | 2,669 | $1.2M |
| US Bancorp \de | 0.00% | Add +12.3% | 2,643 | $1.2M |
| Brighton Jones LLC | 0.02% | Add +307.2% | 2,606 | $1.2M |
| Hunter Perkins Capital Management, LLC | 0.26% | Add +98.0% | 2,521 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -65.0% | 2,492 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.3% | 2,478 | $1.2M |
| OP Asset Management Ltd | 0.01% | Reduce -84.7% | 2,442 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.6% | 2,384 | $1.1M |
| Bokf, NA | 0.02% | Reduce -2.9% | 2,349 | $1.1M |
| First Financial Bankshares Inc | 0.02% | No change | 2,308 | $1.1M |
| South Dakota Investment Council | 0.02% | No change | 2,289 | $1.1M |
| Aster Capital Management (DIFC) Ltd | 0.22% | New | 2,229 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -25.9% | 2,186 | $1.0M |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -12.8% | 2,150 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +256.4% | 2,142 | $998K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.5% | 2,132 | $993K |
| Trust Point Inc. | 0.08% | Reduce -5.8% | 2,114 | $985K |
| NewEdge Advisors, LLC | 0.00% | Add +4167.4% | 2,091 | $974K |
| Empowered Funds, LLC | 0.01% | Add +28.5% | 2,060 | $959K |
| Snowden Capital Advisors LLC | 0.02% | Add +10.7% | 2,053 | $956K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.5% | 2,000 | $931K |
| Nicolet Bankshares Inc. | 0.03% | No change | 2,000 | $931K |
| Pallas Capital Advisors LLC | 0.03% | New | 1,994 | $929K |
| Magnetar Financial LLC | 0.01% | New | 1,932 | $900K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,908 | $889K |
| MAI Capital Management | 0.00% | Add +171.5% | 1,903 | $886K |
| Bank of Montreal | 0.00% | Reduce -3.7% | 1,893 | $882K |
| Engineers Gate Manager LP | 0.01% | Reduce -85.4% | 1,884 | $877K |
| Baird Financial Group, Inc. | 0.00% | Add +28.8% | 1,874 | $873K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +52.5% | 1,853 | $863K |
| Bull Harbor Capital LLC | 0.17% | New | 1,849 | $861K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -67.8% | 1,849 | $861K |
| Chicago Partners Investment Group LLC | 0.02% | Add +182.8% | 1,691 | $851K |
| Lord & Richards Wealth Management, LLC | 0.65% | Add +0.9% | 1,793 | $835K |
| Boothbay Fund Management, LLC | 0.02% | Add +124.6% | 1,774 | $826K |
| Blue Trust, Inc. | 0.01% | Add +7.8% | 1,764 | $822K |
| Jones Financial Companies LLLP | 0.00% | Add +62.8% | 1,771 | $820K |
| Independent Advisor Alliance | 0.02% | Add +8.1% | 1,753 | $817K |
| Diversified Trust Co. | 0.01% | Add +75.5% | 1,741 | $811K |
| Mangrove Partners Im, LLC | 0.05% | Add +4.8% | 1,723 | $802K |
| Mitchell & Pahl Private Wealth, LLC | 0.28% | Add +4.7% | 1,664 | $775K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.4% | 1,646 | $767K |
| Quadrant Capital Group LLC | 0.02% | Add +381.2% | 1,636 | $762K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -0.5% | 1,602 | $746K |
| Xponance LLC | 0.00% | Reduce -13.2% | 1,580 | $736K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -10.0% | 1,537 | $716K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -40.4% | 1,522 | $709K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.0% | 1,516 | $706K |
| Linden Thomas Advisory Services, LLC | 0.06% | Reduce -63.8% | 1,507 | $702K |
| Pacer Advisors, Inc. | 0.00% | Reduce -12.1% | 1,502 | $700K |
| Krilogy Financial LLC | 0.02% | New | 1,496 | $697K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -95.7% | 1,493 | $695K |
| Martingale Asset Management L P | 0.02% | Add +4.2% | 1,473 | $686K |
| United Advisor Group, LLC | 0.07% | Add +14.3% | 1,452 | $676K |
| Keybank National Association | 0.00% | Add +5.3% | 1,443 | $672K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.9% | 1,432 | $667K |
| First Heartland Consultants, Inc. | 0.04% | Add +14.5% | 1,404 | $654K |
| Bailard, Inc. | 0.01% | No change | 1,400 | $652K |
| Sterling Capital Management LLC | 0.01% | Add +220.3% | 1,390 | $647K |
| Vise Technologies, Inc. | 0.01% | New | 1,386 | $646K |
| denkapparat Operations GmbH | 0.21% | New | 1,370 | $638K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.4% | 1,363 | $635K |
| Lecap Asset Management Ltd. | 0.27% | Reduce -73.4% | 1,337 | $623K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +6.2% | 1,334 | $621K |
| Swiss Life Asset Management Ltd | 0.00% | Add +3.2% | 1,327 | $618K |
| TD Private Client Wealth LLC | 0.01% | Add +15.0% | 1,309 | $610K |
| Voya Investment Management LLC | 0.00% | Reduce -6.1% | 1,306 | $608K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.5% | 1,301 | $605K |
| M&T Bank Corp | 0.00% | Add +46.6% | 1,274 | $593K |
| Federated Hermes, Inc. | 0.00% | Add +11.3% | 1,260 | $587K |
| Lanark Financial, Inc. | 0.04% | Add +28.7% | 1,229 | $572K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,209 | $563K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +42.4% | 1,206 | $562K |
| Abbot Financial Management, Inc. | 0.21% | No change | 1,200 | $559K |
| Capstone Investment Advisors, LLC | 0.01% | Add +10.2% | 1,175 | $547K |
| Evolve Private Wealth, LLC | 0.03% | New | 1,173 | $546K |
| Waverly Advisors, LLC | 0.00% | New | 1,173 | $546K |
| HB Wealth Management, LLC | 0.00% | New | 1,163 | $542K |
| Waddell & Associates, LLC | 0.03% | Add +94.0% | 1,158 | $539K |
| Citizens Financial Group Inc. | 0.01% | New | 1,148 | $535K |
| Maripau Wealth Management LLC | 0.19% | Add +16.7% | 1,132 | $530K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -71.0% | 1,130 | $526K |
| Ethic Inc. | 0.01% | Reduce -6.4% | 1,119 | $521K |
| Private Advisor Group, LLC | 0.00% | Add +60.3% | 1,111 | $517K |
| TFO Wealth Partners, LLC | 0.06% | Reduce -49.8% | 1,109 | $517K |
| Postrock Partners LLC | 0.21% | No change | 1,103 | $514K |
| Securian Asset Management, Inc. | 0.02% | Reduce -9.3% | 971 | $495K |
| Clarus Group, Inc. | 0.17% | Reduce -10.6% | 1,061 | $494K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -37.0% | 1,053 | $490K |
| Bessemer Group Inc. | 0.00% | Reduce -7.8% | 1,023 | $476K |
| Virtus Advisers, LLC | 0.18% | Add +13.6% | 1,017 | $474K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +101.6% | 1,010 | $470K |
| Aviva PLC | 0.00% | Reduce -6.5% | 1,009 | $470K |
| 6th Street Advisors, LLC | 0.27% | Add +7.3% | 1,002 | $467K |
| Morningstar Investment Management LLC | 0.03% | No change | 1,231 | $465K |
| Advisors Asset Management, Inc. | 0.01% | Add +12.8% | 997 | $464K |
| AlphaCore Capital LLC | 0.01% | New | 983 | $458K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.0% | 982 | $457K |
| Transcend Capital Advisors, LLC | 0.03% | New | 972 | $453K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.9% | 971 | $452K |
| Edgestream Partners, L.P. | 0.01% | New | 967 | $450K |
| W.H. Cornerstone Investments Inc. | 0.25% | Add +55.6% | 965 | $450K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.2% | 922 | $429K |
| Frec Markets, Inc. | 0.04% | New | 917 | $427K |
| Evergreen Capital Management LLC | 0.01% | Reduce -89.4% | 893 | $416K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 880 | $410K |
| Vestcor Inc | 0.01% | Reduce -57.1% | 864 | $402K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 844 | $393K |
| Silver Oak Securities, Incorporated | 0.02% | Add +15.8% | 830 | $386K |
| Central Pacific Bank - Trust Division | 0.04% | Reduce -7.9% | 821 | $382K |
| Sunburst Financial Group, LLC | 0.06% | Add +12.0% | 812 | $378K |
| TrustBank | 0.13% | No change | 807 | $376K |
| Renasant Bank | 0.24% | Add +6.6% | 806 | $375K |
| Maryland State Retirement & Pension System | 0.01% | No change | 804 | $374K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 750 | $368K |
| KFG Wealth Management, LLC | 0.04% | Reduce -0.4% | 788 | $367K |
| Nomura Holdings Inc. | 0.00% | Reduce -99.1% | 779 | $363K |
| Prudential Financial Inc. | 0.00% | Reduce -4.2% | 769 | $358K |
| Vident Advisory, LLC | 0.00% | Reduce -9.5% | 760 | $354K |
| MML Investors Services, LLC | 0.00% | Reduce -27.3% | 758 | $353K |
| Allworth Financial LP | 0.00% | Add +58.1% | 748 | $348K |
| Blair William & Co. | 0.00% | New | 730 | $340K |
| Curi Capital, LLC | 0.01% | New | 729 | $340K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 721 | $336K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.7% | 710 | $331K |
| Truist Financial Corp. | 0.00% | Reduce -73.8% | 706 | $329K |
| Equitable Trust Co. | 0.01% | Add +29.8% | 697 | $325K |
| United Capital Financial Advisors, LLC | 0.00% | Add +15.3% | 693 | $323K |
| Praxis Investment Management Inc. | 0.02% | New | 689 | $321K |
| Utah Retirement Systems | 0.00% | Reduce -10.5% | 679 | $316K |
| MBE Wealth Management, LLC | 0.11% | Reduce -1.8% | 675 | $315K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 667 | $311K |
| Welch Group, LLC | 0.01% | No change | 660 | $307K |
| Savvy Advisors, Inc. | 0.01% | New | 655 | $305K |
| Delta Capital Management LLC | 0.14% | No change | 655 | $305K |
| West Family Investments, Inc. | 0.09% | New | 653 | $304K |
| West Bancorporation Inc. | 0.13% | No change | 650 | $303K |
| Callan Family Office, LLC | 0.01% | Add +8.6% | 646 | $301K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.0% | 644 | $300K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +58.6% | 644 | $300K |
| Personal Cfo Solutions, LLC | 0.04% | Add +3.4% | 641 | $299K |
| Storgate, LLC | 0.06% | New | 639 | $298K |
| DNB Asset Management AS | 0.00% | No change | 630 | $293K |
| GAMMA Investing LLC | 0.01% | Add +149.0% | 620 | $289K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 613 | $285K |
| Mission Wealth Management, LP | 0.00% | New | 613 | $285K |
| Gsa Capital Partners LLP | 0.02% | Reduce -88.9% | 612 | $285K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 611 | $285K |
| Essential Partners LLC | 0.13% | Add +283.0% | 609 | $284K |
| 111 Capital | 0.05% | New | 602 | $280K |
| Jericho Financial, LLP | 0.15% | Reduce -36.9% | 601 | $280K |
| Caerus Investment Advisors, LLC | 0.09% | New | 601 | $280K |
| Inspire Advisors, LLC | 0.02% | New | 598 | $280K |
| Baker Avenue Asset Management, LP | 0.01% | New | 597 | $278K |
| Nykredit A/S | 0.00% | — | 595 | $277K |
| Catalyst Financial Partners LLC | 0.03% | New | 594 | $277K |
| Riverbridge Partners LLC | 0.01% | Reduce -98.8% | 588 | $274K |
| McAdam, LLC | 0.01% | Add +2.5% | 586 | $273K |
| Exchange Traded Concepts, LLC | 0.00% | Add +9.6% | 585 | $272K |
| Jane Street Group, LLC | 0.00% | Reduce -98.3% | 585 | $272K |
| &partners | 0.00% | Reduce -57.2% | 583 | $272K |
| SYM FINANCIAL Corp | 0.02% | New | 583 | $272K |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 572 | $267K |
| Apollon Wealth Management, LLC | 0.00% | New | 573 | $267K |
| Voleon Capital Management LP | 0.00% | Reduce -91.3% | 571 | $266K |
| Brogan Financial, Inc. | 0.11% | Add +5.8% | 568 | $265K |
| Ellsworth Advisors, LLC | 0.04% | New | 535 | $264K |
| Commerce Bank | 0.00% | Reduce -1.9% | 558 | $260K |
| HighPoint Advisor Group LLC | 0.01% | New | 553 | $257K |
| R Squared Ltd | 0.13% | New | 550 | $256K |
| Schwartz Investment Counsel Inc. | 0.01% | Reduce -96.8% | 540 | $252K |
| Parallel Advisors, LLC | 0.00% | Add +156.2% | 538 | $251K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -60.4% | 518 | $241K |
| Lido Advisors, LLC | 0.00% | New | 513 | $239K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -19.5% | 512 | $238K |
| Capstone Wealth Management, LLC | 0.11% | New | 509 | $237K |
| Syon Capital LLC | 0.01% | New | 504 | $235K |
| Gallacher Capital Management LLC | 0.13% | New | 503 | $234K |
| Cape Cod Five Cents Savings Bank | 0.02% | — | 502 | $234K |
| Bluespring Wealth Management, LLC | 0.00% | New | 498 | $232K |
| Commonwealth Equity Services, LLC | 0.00% | New | 493 | $230K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 492 | $229K |
| Somerset Trust Co | 0.06% | New | 490 | $228K |
| Claret Asset Management Corp | 0.02% | New | 490 | $228K |
| Parcion Private Wealth LLC | 0.01% | New | 479 | $223K |
| Soltis Investment Advisors LLC | 0.01% | New | 471 | $219K |
| Punch & Associates Investment Management, Inc. | 0.01% | New | 470 | $219K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -46.4% | 468 | $218K |
| CIBC Asset Management Inc | 0.00% | New | 467 | $218K |
| Rothschild Wealth LLC | 0.02% | New | 465 | $217K |
| NewEdge Wealth, LLC | 0.00% | Reduce -77.8% | 461 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.5% | 460 | $214K |
| IFP Advisors, Inc | 0.00% | Reduce -24.1% | 458 | $213K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 454 | $211K |
| Hengehold Capital Management LLC | 0.02% | New | 454 | $211K |
| Compound Planning, Inc. | 0.01% | New | 453 | $211K |
| Stonebridge Capital Advisors LLC | 0.01% | New | 450 | $210K |
| Bard Associates Inc. | 0.05% | Add +1.6% | 447 | $208K |
| Riversedge Advisors, LLC | 0.03% | New | 447 | $208K |
| Ritholtz Wealth Management | 0.00% | New | 445 | $207K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -4.5% | 425 | $206K |
| STRS Ohio | 0.00% | Add +33.1% | 442 | $206K |
| Essex Financial Services, Inc. | 0.01% | New | 430 | $200K |
| Avantax Planning Partners, Inc. | 0.01% | New | 430 | $200K |
| Shelton Capital Management | 0.00% | New | 430 | $200K |
| McMillan Office, Inc. | 0.02% | No change | 400 | $186K |
| Hantz Financial Services, Inc. | 0.00% | Add +302.0% | 394 | $184K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -37.7% | 337 | $157K |
| State of Wyoming | 0.02% | Reduce -22.1% | 325 | $151K |
| Inspire Investing, LLC | 0.01% | Reduce -65.2% | 320 | $149K |
| Centaurus Financial, Inc. | 0.01% | Reduce -25.1% | 316 | $147K |
| Signaturefd, LLC | 0.00% | Add +188.9% | 286 | $133K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -56.5% | 243 | $112K |
| CGC Financial Services, LLC | 0.02% | No change | 229 | $107K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 225 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 225 | $105K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -13.5% | 224 | $104K |
| UMB Bank, n.a. | 0.00% | Add +132.2% | 209 | $97K |
| Tsfg, LLC | 0.01% | No change | 200 | $93K |
| Covestor Ltd | 0.05% | Reduce -13.7% | 189 | $88K |
| True Wealth Design, LLC | 0.02% | Add +273.5% | 183 | $85K |
| Whittier Trust Co. | 0.00% | No change | 157 | $75K |
| Cape Investment Advisory, Inc. | 0.02% | New | 161 | $75K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -47.2% | 159 | $74K |
| Mather Group, Llc. | 0.00% | No change | 143 | $67K |
| Employees Retirement System of Texas | 0.00% | No change | 142 | $66K |
| North Star Investment Management Corp. | 0.00% | No change | 139 | $65K |
| Compass Financial Management LLC | 0.01% | — | 112 | $52K |
| Clearstead Advisors, LLC | 0.00% | Add +816.7% | 110 | $51K |
| Global Retirement Partners, LLC | 0.00% | — | 104 | $49K |
| HM Payson & Co. | 0.00% | No change | 103 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +65.3% | 81 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +142.4% | 80 | $37K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -26.0% | 77 | $36K |
| Versant Capital Management, Inc | 0.00% | Add +7500.0% | 76 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Add +19.4% | 74 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +73.8% | 73 | $34K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -100.0% | 72 | $34K |
| First Horizon Corp. | 0.00% | Add +60.5% | 69 | $32K |
| SJS Investment Consulting Inc. | 0.00% | Add +80.6% | 65 | $30K |
| SMA Capital LLC | 0.01% | Add +11.3% | 59 | $27K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -9.2% | 59 | $27K |
| Monetary Solutions, Ltd | 0.02% | No change | 58 | $27K |
| Los Angeles Capital Management LLC | 0.00% | No change | 58 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.2% | 47 | $24K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 47 | $22K |
| Financial Management Professionals, Inc. | 0.00% | New | 44 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 42 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 41 | $19K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -97.5% | 37 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 36 | $17K |
| Estabrook Capital Management | 0.00% | No change | 35 | $16K |
| Blume Capital Management, Inc. | 0.00% | No change | 34 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 31 | $15K |
| Fulcrum Asset Management LLP | 0.00% | New | 32 | $15K |
| Assetmark, Inc. | 0.00% | Add +115.4% | 28 | $13K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 27 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +43.8% | 23 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 21 | $10K |
| Quent Capital, LLC | 0.00% | Add +17.6% | 20 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 20 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -62.8% | 19 | $9K |
| CVA Family Office, LLC | 0.00% | Add +50.0% | 18 | $8K |
| Harborfront Financial Group LLC | 0.03% | — | 15 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 15 | $7K |
| Ameriflex Group, Inc. | 0.00% | New | 14 | $7K |
| Gill Capital Partners, LLC | 0.00% | No change | 12 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 12 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $6K |
| Hughes Financial Services, LLC | 0.00% | Add +450.0% | 11 | $5K |
| Huntington National Bank | 0.00% | No change | 11 | $5K |
| Caitlin John, LLC | 0.00% | No change | 10 | $5K |
| Nova Wealth Management, Inc. | 0.00% | No change | 10 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -73.0% | 10 | $5K |
| Altshuler Shaham Ltd | 0.00% | No change | 10 | $5K |
| American National Bank & Trust | 0.00% | Reduce -9.1% | 10 | $5K |
| Synergy Investment Management, LLC | 0.00% | New | 8 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 9 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 9 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 9 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -43.8% | 9 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +100.0% | 8 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +166.7% | 8 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 7 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 6 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -77.3% | 5 | $2K |
| Kilter Group LLC | 0.00% | Add +66.7% | 5 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 5 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 6 | $2K |
| CX Institutional | 0.00% | No change | 4 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 4 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.6% | 4 | $2K |
| Torren Management, LLC | 0.00% | No change | 3 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 3 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 3 | $1K |
| Zions Bancorporation, National Association | 0.00% | Reduce -97.3% | 3 | $1K |
| MidFirst Bank | 0.00% | No change | 3 | $1K |
| Bayforest Capital Ltd | 0.00% | New | 2 | $931 |
| Cromwell Holdings LLC | 0.00% | Reduce -50.0% | 2 | $931 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $931 |
| Rossby Financial, LCC | 0.00% | Add +100.0% | 2 | $931 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $931 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $481 |
| Richardson Financial Services Inc. | 0.00% | New | 1 | $466 |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 1 | $466 |
| USA Financial Formulas | 0.00% | — | 1 | $466 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $466 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $466 |
| Larson Financial Group LLC | 0.00% | New | 1 | $466 |
| LRI Investments, LLC | 0.00% | New | 1 | $466 |
| Avion Wealth | 0.00% | New | 2 | $0 |
| Navigoe, 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.