C.H. Robinson WorldwideCHRW

13F holders, Q2 2026 (June 30)
894holders +5
116new positions
106sold out
7famous investors
$187.99avg. 13F price*

At the end of Q2 2026, 894 institutions reported holding C.H. Robinson Worldwide Inc. (CHRW) in their 13F filings, up 5 from Q1 2026. 116 opened new positions and 106 sold out. The largest holders were BlackRock, Inc. ($2.1B), Vanguard Capital Management LLC ($1.4B) and State Street Corp. ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
C.H. Robinson Worldwide Inc.
Sector
Industrials
CUSIP
12541W209
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 587Q1 2024Q2 2024: 616Q2 2024Q3 2024: 644Q3 2024Q4 2024: 680Q4 2024Q1 2025: 693Q1 2025Q2 2025: 666Q2 2025Q3 2025: 717Q3 2025Q4 2025: 819Q4 2025Q1 2026: 889Q1 2026Q2 2026: 894Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions116$376.9M
Exits106$379.1M

All 13F filers, Q1 2026 → Q2 2026: 10,732,157 shares bought and 14,542,568 shares sold, net −3,810,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 894 holders

BlackRock, Inc. 0.03% Add +13.8% 11,373,312 $2.1B
Vanguard Capital Management LLC 0.03% Reduce -2.6% 7,503,056 $1.4B
State Street Corp. 0.04% Add +0.9% 6,502,365 $1.2B
Vanguard Portfolio Management LLC 0.05% Reduce -1.1% 5,919,932 $1.1B
FMR LLC 0.03% Reduce -14.7% 3,737,396 $703.9M
First Eagle Investment Management, LLC 1.13% Reduce -36.4% 3,642,453 $686.0M
WCM Investment Management, LLC 1.23% Add +2.9% 3,683,725 $680.6M
Wellington Management Group LLP 0.12% Reduce -9.1% 3,537,307 $666.2M
Geode Capital Management, LLC 0.03% Reduce -3.2% 3,489,240 $654.8M
Boston Partners 0.49% Add +5.6% 2,921,377 $552.1M
First Trust Advisors LP 0.30% Add +66.5% 2,736,463 $515.4M
Invesco Ltd. 0.03% Add +2.4% 2,021,670 $380.8M
Morgan Stanley 0.02% Reduce -14.1% 1,845,931 $347.7M
Northern Trust Corp. 0.04% Add +2.6% 1,817,322 $342.3M
Victory Capital Management Inc. 0.19% Add +286.2% 1,737,904 $327.3M
Winslow Capital Management, LLC 1.06% Add +3.0% 1,630,787 $307.1M
Norges Bank 0.03% — 1,567,254 $295.2M
UBS Group AG 0.04% Reduce -13.8% 1,386,904 $261.2M
Raymond James Financial Inc. 0.07% Reduce -4.2% 1,304,112 $245.6M
Goldman Sachs Group Inc. 0.03% Add +26.8% 1,296,748 $244.2M
Bank of America Corp. 0.01% Add +13.8% 1,200,732 $226.1M
Voya Investment Management LLC 0.23% Add +5.5% 1,200,560 $226.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.5% 1,178,525 $222.0M
Dimensional Fund Advisors LP 0.04% Add +5.8% 1,158,157 $218.1M
Select Equity Group, L.P. 1.14% Reduce -41.6% 1,145,388 $215.7M
Cresset Asset Management, LLC 0.74% Add +0.1% 1,071,055 $202.4M
Capital World Investors 0.02% Add +0.9% 1,051,368 $198.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +1.9% 1,049,897 $197.7M
William Blair Investment Management, LLC 0.55% Reduce -6.1% 978,297 $184.3M
Bank of New York Mellon Corp 0.03% Reduce -5.0% 916,567 $172.6M
JPMorgan Chase & Co. 0.01% Reduce -0.3% 918,334 $170.6M
ProShare Advisors LLC 0.24% Reduce -4.7% 895,010 $168.6M
Alliancebernstein L.P. 0.05% Reduce -0.7% 971,355 $161.3M
Lord, Abbett & Co. LLC 0.47% Add +3.6% 826,271 $155.6M
Jupiter Asset Management Ltd. 0.77% Add +14.4% 822,335 $154.9M
Los Angeles Capital Management LLC 0.56% Add +161.3% 808,964 $152.4M
Mairs & Power Inc. 1.33% Reduce -9.1% 770,708 $145.2M
US Bancorp \de 0.16% Add +0.1% 760,231 $143.2M
D. E. Shaw & Co. 0.09% Reduce -43.0% 751,270 $141.5M
Sei Investments Co. 0.11% Add +1.9% 672,249 $126.6M
Vanguard Fiduciary Trust Co. 0.03% Add +0.5% 671,334 $126.4M
Envestnet Asset Management Inc. 0.03% Add +2.2% 666,439 $125.5M
Deutsche Bank AG 0.04% Add +7.8% 652,136 $122.8M
Kayne Anderson Rudnick Investment Management LLC 0.35% Reduce -6.4% 603,084 $113.6M
Artisan Partners Limited Partnership 0.18% New 598,130 $112.7M
TD Asset Management Inc 0.10% Add +1.4% 586,478 $110.5M
Alyeska Investment Group, L.P. 0.28% Add +80.8% 571,232 $107.6M
T. Rowe Price Associates Inc. 0.01% Add +111.0% 554,378 $104.4M
Amundi 0.03% Add +63.7% 554,375 $104.4M
Qube Research & Technologies Ltd 0.11% Add +59.7% 507,881 $95.7M
Legal & General Group Plc 0.02% Reduce -6.5% 490,926 $92.5M
Schroder Investment Management Group 0.07% Add +19.5% 499,247 $92.2M
Nuveen, LLC 0.02% Reduce -10.1% 485,851 $91.5M
Principal Financial Group Inc. 0.04% Add +8.9% 473,417 $89.2M
1832 Asset Management L.P. 0.10% Add +25.9% 447,510 $84.3M
AQR Capital Management 0.03% Reduce -28.6% 434,802 $79.5M
Thrivent Financial for Lutherans 0.14% Reduce -0.8% 418,473 $78.8M
Earnest Partners LLC 0.28% Reduce -1.9% 418,234 $78.8M
Pinebridge Investments LLC 0.65% Reduce -3.0% 417,733 $78.7M
Epoch Investment Partners, Inc. 0.45% Add +8.7% 416,673 $78.5M
Nordea Investment Management AB 0.06% Add +13.0% 414,319 $75.8M
Electron Capital Partners, LLC 2.70% Add +5.2% 359,077 $67.6M
HSBC Holdings PLC 0.03% Add +10.6% 355,323 $66.8M
Russell Investments Group, Ltd. 0.06% Add +19.8% 347,945 $65.5M
M.D. Sass, LLC 4.28% Add +52.0% 343,461 $64.7M
Hennessy Advisors Inc. 2.04% Add +17.6% 338,638 $63.8M
Swiss National Bank 0.03% Reduce -4.1% 332,400 $62.6M
Gotham Asset Management 0.14% Reduce -6.4% 313,473 $59.0M
Nomura Asset Management Co. Ltd. 0.13% Reduce -33.4% 312,027 $58.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.3% 311,576 $58.7M
Royal Bank of Canada 0.01% Add +56.0% 290,247 $54.7M
Wells Fargo & Company 0.01% Reduce -3.1% 287,777 $54.2M
BNP Paribas Financial Markets 0.03% Add +29.4% 287,404 $54.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.5% 280,714 $52.9M
Rhumbline Advisers 0.04% Add +21.3% 277,026 $52.2M
Interval Partners, LP 1.62% Reduce -14.2% 267,116 $50.3M
Vest Financial, LLC 0.52% Reduce -8.4% 264,422 $49.8M
Ashton Thomas Private Wealth, LLC 0.99% Reduce -0.6% 252,329 $47.5M
Vanguard Global Advisers, LLC 0.02% Reduce -2.1% 245,794 $46.3M
KBC Group NV 0.10% Add +7.5% 242,382 $45.6M
Allianz Asset Management GmbH 0.04% Add +9.5% 238,043 $44.8M
California Public Employees Retirement System 0.03% Add +4.1% 236,899 $44.6M
Saratoga Research & Investment Management 2.42% Reduce -6.6% 235,112 $44.3M
Rivermont Capital Management LP 6.16% Add +110.8% 230,439 $43.4M
Franklin Resources Inc. 0.01% Add +47.0% 230,435 $43.4M
Citigroup Inc. 0.02% Add +55.7% 229,571 $43.2M
Hudson Way Capital Management LLC 3.79% New 225,708 $42.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -12.5% 222,617 $41.9M
California State Teachers Retirement System 0.04% Reduce -11.4% 209,584 $39.5M
Clark Capital Management Group, Inc. 0.21% New 204,980 $38.6M
Bank of Montreal 0.01% Add +9.8% 174,685 $32.9M
Eurizon Capital SGR S.p.A. 0.09% Reduce -20.6% 173,088 $32.6M
Jennison Associates LLC 0.02% Reduce -39.6% 164,740 $31.0M
Quantinno Capital Management LP 0.04% Add +22.2% 161,644 $30.4M
Arbejdsmarkedets Tillaegspension 0.63% New 154,200 $29.0M
Holocene Advisors, LP 0.07% New 151,278 $28.5M
Barclays PLC 0.01% Reduce -54.0% 150,584 $28.4M
Rockefeller Capital Management L.P. 0.04% Reduce -16.9% 147,434 $27.8M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -0.7% 141,296 $27.1M
Ameriprise Financial Inc. 0.01% Add +102.4% 143,460 $27.0M
Berger Financial Group, Inc 1.31% Reduce -0.8% 136,255 $25.7M
Accredited Investors Inc. 1.08% Add +0.5% 133,220 $25.1M
Storebrand Asset Management As 0.06% Add +19.9% 131,477 $24.8M
Driehaus Capital Management LLC 0.14% Add +37.0% 129,125 $24.3M
Man Group plc 0.04% Add +46.7% 128,568 $24.2M
Assetmark, Inc. 0.04% Reduce -3.0% 123,368 $23.2M
LPL Financial LLC 0.01% Add +8.9% 122,260 $23.0M
Savant Capital, LLC 0.07% Add +1.8% 118,585 $22.3M
Cetera Investment Advisers 0.02% Add +2.8% 113,017 $21.3M
Aviva PLC 0.03% Add +5.0% 109,856 $20.7M
Natixis Advisors, LLC 0.02% Add +11.0% 104,783 $19.7M
State Board of Administration of Florida Retirement System 0.03% Reduce -2.7% 104,600 $19.7M
Waratah Capital Advisors Ltd. 1.48% New 102,215 $19.3M
SG Americas Securities, LLC 0.01% Add +114.2% 101,604 $19.1M
State of Wisconsin Investment Board 0.04% Add +1.8% 99,710 $18.8M
New York State Teachers Retirement System 0.03% Reduce -5.9% 98,231 $18.5M
New York State Common Retirement Fund 0.02% Reduce -6.9% 93,553 $17.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +0.3% 91,523 $17.2M
Swiss Life Asset Management Ltd 0.07% Add +4.0% 90,480 $17.0M
United Capital Financial Advisors, LLC 0.09% Reduce -1.4% 87,932 $16.6M
Segall Bryant & Hamill, LLC 0.19% Reduce -24.9% 85,301 $16.1M
Korea Investment CORP 0.03% Add +49.4% 85,242 $16.1M
Public Employees Retirement Association of Colorado 0.06% Reduce -0.7% 85,204 $16.0M
Davidson Kempner Capital Management LP 0.39% Reduce -26.1% 85,000 $16.0M
Turas Capital Management LP 7.31% New 84,500 $15.9M
Stifel Financial Corp. 0.01% Add +7.4% 83,167 $15.7M
Marathon Asset Management Ltd 0.64% Reduce -21.8% 82,883 $15.7M
Boothbay Fund Management, LLC 0.30% Add +127.5% 80,684 $15.2M
Tredje AP-fonden 0.07% Add +121.7% 79,765 $15.0M
Illinois Municipal Retirement Fund 0.17% Add +4.4% 79,608 $15.0M
Novare Capital Management LLC 1.06% Reduce -4.1% 78,932 $14.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +6.1% 79,199 $14.8M
Danske Bank A/S 0.03% Reduce -1.5% 78,509 $14.8M
American Century Companies Inc. 0.01% Reduce -0.7% 78,477 $14.8M
Guggenheim Capital LLC 0.09% Add +11.4% 77,654 $14.6M
National Bank of Canada 0.01% Add +136.5% 77,109 $14.5M
Nomura Holdings Inc. 0.06% Add +1789.5% 76,714 $14.4M
Teacher Retirement System of Texas 0.04% Reduce -16.3% 76,189 $14.3M
Empowered Funds, LLC 0.08% Add +14.1% 76,100 $14.3M
Zurich Insurance Group Ltd 0.10% Reduce -72.6% 76,062 $14.3M
Truist Financial Corp. 0.02% Add +16.9% 75,885 $14.3M
Isthmus Partners, LLC 1.37% Add +0.6% 75,469 $14.2M
Worldquant Millennium Advisors LLC 0.05% Reduce -54.4% 74,852 $14.1M
Exchange Traded Concepts, LLC 0.07% Reduce -19.2% 72,862 $13.7M
Pictet Asset Management Holding SA 0.01% Reduce -4.7% 72,686 $13.7M
Somerset Group LLC 9.60% Reduce -0.6% 70,664 $13.7M
CANADA LIFE ASSURANCE Co 0.02% Reduce -3.6% 72,500 $13.6M
Bridgewater Associates 0.05% Add +300.7% 67,802 $12.8M
Andra AP-fonden 0.15% Add +48.8% 67,102 $12.6M
WealthTrust Asset Management, LLC 6.69% No change 65,608 $12.4M
DekaBank Deutsche Girozentrale 0.02% No change 74,187 $12.3M
Millennium Management 0.01% Reduce -86.3% 65,075 $12.3M
USS Investment Management Ltd 0.05% New 63,233 $11.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +4.5% 61,636 $11.6M
TCW Group Inc. 0.08% Add +11.4% 61,176 $11.5M
Asset Management One Co., Ltd. 0.03% Add +4.7% 60,917 $11.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -13.1% 59,514 $11.2M
O'shaughnessy Asset Management, LLC 0.05% Add +21.4% 58,992 $11.1M
Clarkston Capital Partners, LLC 0.94% Reduce -49.0% 58,909 $11.1M
Crossmark Global Holdings, Inc. 0.14% Reduce -10.4% 58,602 $11.0M
Swedbank AB 0.01% Add +30.7% 58,236 $11.0M
Logan Capital Management Inc. 0.41% — 58,096 $10.9M
Yousif Capital Management, LLC 0.12% Reduce -4.0% 57,794 $10.9M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.6% 57,124 $10.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +5.5% 57,091 $10.8M
Treasurer of the State of North Carolina 0.03% Add +12.9% 56,763 $10.7M
Vanguard Investments Australia, Ltd. 0.03% Add +2.1% 56,394 $10.6M
Oppenheimer Asset Management Inc. 0.11% Reduce -10.9% 56,125 $10.6M
Prudential Financial Inc. 0.01% Reduce -4.2% 55,506 $10.5M
ASR Vermogensbeheer N.V. 0.11% Add +27.6% 55,427 $10.4M
Empire Life Investments Inc. 0.58% New 55,177 $10.4M
Meiji Yasuda Asset Management Co Ltd. 0.47% Reduce -4.1% 55,100 $10.4M
National Pension Service 0.01% Reduce -3.1% 54,951 $10.3M
Janney Montgomery Scott LLC 0.02% Add +1.2% 54,834 $10.3M
AE Wealth Management LLC 0.05% Add +5.6% 54,689 $10.3M
Police & Firemen's Retirement System of New Jersey 0.07% Add +6.3% 53,105 $10.0M
Fifth Third Bancorp 0.02% Reduce -1.8% 52,972 $10.0M
Uniting Wealth Partners, LLC 2.01% Add +23.5% 52,485 $9.9M
Citadel Advisors 0.01% Reduce -84.8% 50,838 $9.6M
KLP Kapitalforvaltning As 0.03% Add +11.2% 50,460 $9.5M
Wedge Capital Management L L P 0.16% Add +0.6% 50,211 $9.5M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.0% 49,408 $9.2M
Creative Planning 0.01% Add +3.6% 48,573 $9.1M
APG Asset Management N.V. 0.02% Reduce -58.2% 55,111 $9.1M
Federated Hermes, Inc. 0.01% Reduce -14.0% 46,825 $8.8M
Sequoia Financial Advisors, LLC 0.04% Add +111.9% 45,424 $8.6M
Covalis Capital LLP 0.48% New 44,663 $8.4M
Dorsey & Whitney Trust CO LLC 0.41% Reduce -1.4% 44,419 $8.4M
MML Investors Services, LLC 0.02% Add +27.1% 43,484 $8.2M
State of Tennessee, Department of Treasury 0.02% Reduce -31.8% 43,066 $8.1M
Corient Private Wealth LP 0.01% Add +28.8% 42,906 $8.1M
Credit Agricole S A 0.02% Add +327.1% 42,144 $7.9M
Flputnam Investment Management Co. 0.09% New 41,989 $7.9M
Zacks Investment Management 0.06% Add +6.0% 41,279 $7.8M
Mirabella Financial Services LLP 0.81% Add +1376.8% 40,451 $7.6M
AIMZ Investment Advisors, LLC 2.08% Reduce -0.8% 40,129 $7.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -8.7% 39,327 $7.4M
Tidal Investments LLC 0.02% Add +13.3% 38,614 $7.3M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -3.5% 38,274 $7.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -4.9% 38,220 $7.2M
Speece Thorson Capital Group Inc. 1.52% Reduce -2.0% 37,751 $7.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.6% 37,134 $7.0M
Handelsbanken Fonder AB 0.02% Add +12.2% 36,800 $6.9M
Public Employees Retirement System of Ohio 0.02% Reduce -1.7% 36,417 $6.9M
Toronto Dominion Bank 0.01% Reduce -58.4% 35,642 $6.7M
Captrust Financial Advisors 0.01% Reduce -15.4% 35,427 $6.7M
Nykredit A/S 0.03% — 35,334 $6.7M
Pathstone Holdings, LLC 0.02% Add +0.9% 35,109 $6.6M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -25.0% 33,981 $6.4M
Arizona State Retirement System 0.03% Add +5.3% 33,789 $6.4M
Eliot Finkel Investment Counsel, LLC 2.97% Reduce -0.0% 33,785 $6.4M
Czech National Bank 0.03% Add +3.9% 33,551 $6.3M
Xponance LLC 0.04% Add +45.9% 33,143 $6.2M
LBP Am SA 0.06% Reduce -47.5% 32,810 $6.2M
Jupiter Topco LLC 0.00% — 32,433 $6.1M
Mercer Global Advisors Inc. 0.01% Add +6.1% 32,031 $6.0M
New York Life Investment Management LLC 0.04% Add +2.5% 31,571 $5.9M
Triasima Portfolio Management inc. 0.80% No change 31,305 $5.9M
MetLife Investment Management, LLC 0.03% Add +12.7% 31,223 $5.9M
Aberdeen Group plc 0.01% Reduce -49.1% 31,049 $5.8M
AIA Group Ltd 0.07% New 31,000 $5.8M
Weybosset Research & Management LLC 1.51% Reduce -0.8% 30,621 $5.8M
State of Michigan Retirement System 0.03% Reduce -2.6% 30,192 $5.7M
Picton Mahoney Asset Management 0.05% Reduce -4.8% 30,104 $5.7M
Leuthold Group, LLC 0.57% Reduce -4.3% 29,954 $5.6M
DNB Asset Management AS 0.02% Reduce -0.1% 29,210 $5.5M
Federation des caisses Desjardins du Quebec 0.02% Add +14.1% 28,940 $5.5M
HighTower Advisors, LLC 0.01% Reduce -3.0% 28,809 $5.4M
Axxcess Wealth Management, LLC 0.09% New 28,659 $5.4M
Candriam S.C.A. 0.02% Reduce -12.0% 28,581 $5.4M
Walleye Trading LLC 0.07% New 28,272 $5.3M
Ethic Inc. 0.07% Add +3.4% 27,846 $5.2M
CIBC Asset Management Inc 0.01% Reduce -9.0% 27,801 $5.2M
Osaic Holdings, Inc. 0.01% Add +32.5% 27,349 $5.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +6.4% 27,287 $5.1M
Mackenzie Financial Corp. 0.01% Add +30.9% 26,693 $5.0M
Kinloch Capital, LLC 1.80% Reduce -0.3% 26,123 $4.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -5.8% 26,035 $4.9M
Woodline Partners LP 0.01% Add +10.8% 25,726 $4.8M
Van Eck Associates Corp. 0.00% Reduce -99.2% 25,682 $4.8M
IFM Investors Pty Ltd 0.03% Add +11.4% 25,659 $4.8M
STRS Ohio 0.02% Add +157.6% 25,530 $4.8M
OP Asset Management Ltd 0.05% Add +44.0% 25,471 $4.8M
SEB Asset Management AB 0.02% Reduce -44.0% 25,176 $4.7M
Ensign Peak Advisors, Inc 0.01% Reduce -61.0% 24,937 $4.7M
CIBC Bancorp USA Inc. 0.01% Reduce -19.2% 24,861 $4.7M
Retirement Systems of Alabama 0.01% Reduce -1.7% 24,763 $4.7M
Neuberger Berman Group LLC 0.00% Reduce -59.5% 24,666 $4.6M
Amalgamated Bank 0.03% Add +2.0% 24,400 $4.6M
Silvant Capital Management LLC 0.13% Reduce -0.7% 23,075 $4.3M
Squarepoint Ops LLC 0.01% Reduce -64.0% 22,862 $4.3M
Thomas Story & Son LLC 1.50% No change 22,555 $4.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.24% Add +109.7% 22,450 $4.2M
Natixis 0.02% Add +9.5% 21,968 $4.1M
Kestra Private Wealth Services, LLC 0.04% Add +0.1% 21,341 $4.0M
Daiwa Securities Group Inc. 0.01% Reduce -2.9% 21,296 $4.0M
Kirr Marbach & Co. LLC 0.67% Add +0.1% 21,224 $4.0M
Blair William & Co. 0.01% Add +5.2% 20,909 $3.9M
Elyxium Wealth, LLC 0.41% New 20,908 $3.9M
PNC Financial Services Group, Inc. 0.00% Add +2.8% 20,595 $3.9M
Atria Investments, Inc 0.04% Reduce -5.0% 20,297 $3.8M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -2.6% 20,090 $3.8M
Sit Investment Associates Inc. 0.07% Reduce -43.9% 19,980 $3.8M
Trilogy Capital Inc. 0.15% Reduce -0.7% 19,963 $3.8M
NEOS Investment Management LLC 0.01% Add +17.3% 19,866 $3.7M
Ritholtz Wealth Management 0.06% Add +20.6% 19,724 $3.7M
Aspire Capital Advisors LLC 0.72% Add +0.1% 19,656 $3.7M
Fulcrum Asset Management LLP 0.37% New 19,996 $3.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Add +12.2% 19,320 $3.6M
Vestmark Advisory Solutions, Inc. 0.03% Add +21.2% 19,285 $3.6M
Elo Mutual Pension Insurance Co 0.05% Reduce -27.8% 19,175 $3.6M
Aperture Investors, LLC 0.38% New 19,173 $3.6M
Public Sector Pension Investment Board 0.01% Reduce -0.1% 19,169 $3.6M
Caisse de depot et placement du Quebec 0.01% Reduce -86.4% 19,147 $3.6M
Cerity Partners LLC 0.00% Add +9.9% 18,996 $3.6M
Rakuten Investment Management, Inc. 0.01% Add +9.7% 19,278 $3.6M
Susquehanna International Group, LLP 0.00% Add +98.8% 18,232 $3.4M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 18,000 $3.4M
Inspire Investing, LLC 0.14% Add +252.8% 17,995 $3.4M
Utah Retirement Systems 0.03% Reduce -7.0% 17,858 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +8.7% 17,691 $3.3M
iA Global Asset Management Inc. 0.04% Add +20.3% 17,473 $3.3M
Nisa Investment Advisors, LLC 0.01% Add +3.3% 16,997 $3.2M
Guardian Wealth Advisors, LLC 1.57% No change 16,696 $3.1M
LRT Capital Management, LLC 2.04% New 16,674 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +12.7% 16,522 $3.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.06% Add +6.5% 16,500 $3.1M
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -79.7% 16,468 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +3.2% 16,426 $3.1M
Argent Capital Management LLC 0.10% Reduce -46.3% 16,215 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.4% 16,143 $3.0M
Great Diamond Partners, LLC 0.51% Add +272.4% 15,752 $3.0M
Nissay Asset Management Corp. /Japan 0.01% Add +4.3% 15,699 $3.0M
Pacer Advisors, Inc. 0.01% Add +101.9% 15,612 $2.9M
Great Lakes Advisors, LLC 0.02% Reduce -33.6% 15,482 $2.9M
Gateway Investment Advisers LLC 0.03% Add +48.8% 15,423 $2.9M
Brendel Financial Advisors LLC 1.33% Add +671.7% 15,265 $2.9M
Silvercrest Asset Management Group LLC 0.02% Reduce -5.5% 15,188 $2.9M
M&T Bank Corp 0.01% Reduce -8.6% 15,113 $2.8M
Valley National Advisers Inc. 0.31% Reduce -1.9% 14,961 $2.8M
Monument Capital Management 0.55% Reduce -0.2% 14,552 $2.7M
Oregon Public Employees Retirement Fund 0.03% Add +6.2% 14,490 $2.7M
Meiji Yasuda Life Insurance Co 0.09% Add +0.2% 14,014 $2.6M
Bessemer Group Inc. 0.00% Reduce -6.2% 13,941 $2.6M
Nilsine Partners, LLC 0.18% Add +3.0% 13,914 $2.6M
Vision Capital Management, Inc. 0.30% Reduce -8.8% 13,781 $2.6M
Rafferty Asset Management, LLC 0.01% Add +43.0% 13,742 $2.6M
OMERS ADMINISTRATION Corp 0.02% Add +10.5% 13,714 $2.6M
Jones Financial Companies LLLP 0.00% Add +17.9% 14,287 $2.6M
Texas Yale Capital Corp. 0.05% No change 13,225 $2.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -9.0% 13,098 $2.5M
Park Avenue Securities LLC 0.02% Add +13.8% 13,037 $2.5M
GMO 0.01% Add +48.9% 12,736 $2.4M
Baird Financial Group, Inc. 0.00% Reduce -77.0% 12,657 $2.4M
Benedict Financial Advisors Inc. 0.46% Reduce -0.8% 12,513 $2.4M
Intech Investment Management LLC 0.02% Reduce -34.6% 12,396 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -3.4% 12,187 $2.3M
Bank of Nova Scotia 0.00% Reduce -26.1% 12,173 $2.3M
Allstate Corp. 0.02% Add +1.9% 12,147 $2.3M
Sanctuary Advisors, LLC 0.01% Reduce -0.3% 12,126 $2.3M
Farther Finance Advisors, LLC 0.02% Reduce -11.3% 12,050 $2.3M
Cascade Investment Advisors, Inc. 1.24% Reduce -1.9% 12,040 $2.3M
Lido Advisors, LLC 0.01% Reduce -15.6% 11,941 $2.3M
OneDigital Investment Advisors LLC 0.02% Reduce -30.7% 11,805 $2.2M
Plato Investment Management Ltd 0.13% Add +2.9% 11,814 $2.2M
Arax Advisory Partners 0.01% Add +629.3% 11,734 $2.2M
First Citizens Bank & Trust Co. 0.03% Add +10.6% 11,709 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -5.3% 11,618 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -2.1% 11,550 $2.2M
Elevation Point Wealth Partners, LLC 0.04% Add +3.4% 11,409 $2.2M
Macquarie Group Ltd. 0.01% Add +0.7% 11,296 $2.1M
Numerai GP LLC 0.17% Reduce -10.9% 11,253 $2.1M
Cibc World Market Inc. 0.00% Add +79.9% 11,210 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.9% 11,169 $2.1M
UniSuper Management Pty Ltd 0.01% Reduce -22.1% 10,952 $2.1M
Sprucegrove Investment Management Ltd. 0.32% Reduce -66.5% 10,912 $2.1M
&partners 0.01% Add +17.3% 10,893 $2.1M
Arq Wealth Advisors, LLC 0.25% Reduce -47.0% 9,833 $2.0M
Regions Financial Corp. 0.01% Reduce -26.5% 10,817 $2.0M
Jane Street Group, LLC 0.00% Add +14.0% 10,793 $2.0M
CoreCap Advisors, LLC 0.06% Add +6.6% 10,686 $2.0M
Banque Cantonale Vaudoise 0.08% Add +14.0% 10,504 $2.0M
Callan Family Office, LLC 0.04% Add +3.6% 10,301 $1.9M
Benjamin Edwards Inc. 0.02% Reduce -5.4% 10,094 $1.9M
Dynasty Wealth Management, LLC 0.01% Reduce -5.2% 10,072 $1.9M
Norinchukin Bank, The 0.02% Reduce -0.1% 9,962 $1.9M
Nicholas Investment Partners, LP 0.12% Reduce -56.4% 9,893 $1.9M
Fulton Bank, N.A. 0.06% Add +0.1% 9,578 $1.8M
Brighton Jones LLC 0.03% Reduce -3.0% 9,563 $1.8M
Vinva Investment Management Ltd 0.01% Add +162.0% 9,747 $1.8M
Townsend Asset Management Corp. /NC/ 0.57% Reduce -0.9% 9,459 $1.8M
Commerce Bank 0.01% Reduce -8.3% 9,363 $1.8M
XTX Topco Ltd 0.02% Reduce -60.7% 9,317 $1.8M
Agf Management Ltd. 0.01% No change 9,300 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,293 $1.8M
Mizuho Securities USA LLC 0.03% Add +28.7% 9,228 $1.7M
Beacon Capital Management, LLC 0.25% No change 9,158 $1.7M
Summit Trail Advisors, LLC 0.02% Add +3.0% 9,133 $1.7M
Assenagon Asset Management S.A. 0.00% Add +30.5% 8,978 $1.7M
Jones Kertz & Associates, Inc. 0.78% Reduce -6.6% 8,975 $1.7M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.4% 8,978 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -1.0% 8,885 $1.7M
SBI Okasan Asset Management Co.Ltd. 0.05% Reduce -20.5% 8,900 $1.6M
Oak Thistle LLC 0.16% Reduce -26.8% 8,633 $1.6M
Brown Advisory Inc. 0.00% Reduce -2.3% 8,630 $1.6M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -4.2% 8,587 $1.6M
Twelve Points Wealth Management LLC 0.32% Reduce -1.0% 8,413 $1.6M
Rodgers Brothers Inc. 0.15% No change 8,275 $1.6M
Saudi Central Bank 0.02% Add +89.2% 8,250 $1.6M
Azzad Asset Management Inc. 0.14% Reduce -66.0% 8,239 $1.6M
Harvest Investment Services, LLC 0.24% Add +1.4% 8,146 $1.5M
Waverly Advisors, LLC 0.01% Reduce -4.9% 8,135 $1.5M
Concurrent Investment Advisors, LLC 0.01% Reduce -2.6% 8,119 $1.5M
CI Investments Inc. 0.00% Add +48.3% 8,002 $1.5M
Royal London Asset Management Ltd. 0.00% No change 7,889 $1.5M
Fortress Private Ledger, LLC 0.40% Reduce -4.2% 7,842 $1.5M
Caisse Des Depots Et Consignations 0.02% New 7,820 $1.5M
GAMMA Investing LLC 0.05% Add +5.4% 7,763 $1.5M
ING Groep NV 0.01% Add +181.5% 7,752 $1.5M
Linden Thomas Advisory Services, LLC 0.12% Reduce -0.1% 7,640 $1.4M
North Dakota State Investment Board 0.06% Reduce -25.4% 7,612 $1.4M
Hudson Bay Capital Management LP 0.01% Reduce -2.8% 7,584 $1.4M
Investment Management Corp of Ontario 0.02% Reduce -10.7% 7,548 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 7,482 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -0.6% 7,439 $1.4M
Norden Group LLC 0.11% Add +3.0% 7,378 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.1% 7,369 $1.4M
Havemeyer Place LP 0.14% New 7,279 $1.4M
Autumn Glory Partners, LLC 0.39% New 7,277 $1.4M
Ofi Invest Asset Management 0.01% Add +18.1% 7,268 $1.4M
Portside Wealth Group, LLC 0.16% Add +4.5% 7,258 $1.4M
Southeast Asset Advisors, LLC 0.14% Reduce -47.7% 7,115 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.1% 7,100 $1.3M
Metis Global Partners, LLC 0.03% Add +24.2% 7,095 $1.3M
SlateStone Wealth, LLC 0.10% Add +1.1% 7,000 $1.3M
Impact Partnership Wealth, LLC 0.13% Add +9.4% 6,972 $1.3M
Goelzer Investment Management, Inc. 0.06% Reduce -3.9% 6,943 $1.3M
Abn Amro Investment Solutions 0.01% Reduce -15.8% 6,913 $1.3M
Murphy Pohlad Asset Management LLC 0.45% No change 6,887 $1.3M
DAVENPORT & Co LLC 0.01% Add +2.3% 6,860 $1.3M
AMF Tjanstepension AB 0.01% No change 6,772 $1.3M
Trustmark Bank Trust Department 0.08% New 6,733 $1.3M
Longaeva Partners L.P. 0.04% New 6,674 $1.3M
PACK Private Wealth, LLC 0.52% No change 6,620 $1.2M
Hartford Investment Management Co. 0.03% Reduce -4.0% 6,485 $1.2M
United Asset Strategies, Inc. 0.08% Reduce -9.3% 6,342 $1.2M
Maryland State Retirement & Pension System 0.02% Add +7.8% 6,313 $1.2M
Hancock Whitney Corp. 0.02% Reduce -15.4% 6,204 $1.2M
Siemens Fonds Invest GmbH 0.06% Add +0.4% 6,170 $1.2M
Contravisory Investment Management, Inc. 0.21% Add +2.8% 6,164 $1.2M
Greenleaf Trust 0.01% Add +1.7% 6,122 $1.2M
HB Wealth Management, LLC 0.01% Add +4.9% 6,115 $1.2M
Louisiana State Employees Retirement System 0.02% No change 6,000 $1.1M
Vident Advisory, LLC 0.01% Add +1.0% 5,882 $1.1M
New Mexico Educational Retirement Board 0.03% Add +7.3% 5,879 $1.1M
Tevis Investment Management 0.60% Reduce -6.5% 5,851 $1.1M
Auxano Advisors, LLC 0.21% Reduce -0.3% 5,822 $1.1M
MAI Capital Management 0.00% Add +80.1% 5,803 $1.1M
Generali Asset Management SPA SGR 0.02% Reduce -52.9% 5,777 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.03% Add +2.6% 5,733 $1.1M
Jump Financial, LLC 0.01% Add +355.3% 5,700 $1.1M
Bahl & Gaynor LLC 0.00% No change 5,670 $1.1M
Wealthfront Advisers LLC 0.00% Add +2.2% 5,656 $1.1M
Mutual Advisors, LLC 0.02% Reduce -32.5% 5,585 $1.1M
Vise Technologies, Inc. 0.01% Add +51.7% 5,573 $1.0M
LMR Partners LLP 0.01% No change 5,512 $1.0M
Mountain Pacific Investment Advisers LLC 0.16% No change 5,500 $1.0M
Chesapeake Capital Corp. 0.56% Add +20.8% 5,461 $1.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.03% Reduce -43.0% 5,444 $1.0M
Aware Super Pty Ltd as trustee of Aware Super 0.01% No change 5,390 $1.0M
Kestra Advisory Services, LLC 0.00% Reduce -20.0% 5,368 $1.0M
Vestcor Inc 0.02% Reduce -11.2% 5,308 $1.0M
Principal Securities, Inc. 0.01% Add +160.3% 5,224 $984K
Steward Partners Investment Advisory, LLC 0.01% Reduce -15.3% 5,223 $984K
Compound Planning, Inc. 0.03% Add +6.3% 5,213 $982K
Sowell Financial Services LLC 0.03% Add +5.5% 5,157 $971K
E. Ohman J:or Asset Management AB 0.02% No change 5,150 $970K
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.6% 5,045 $965K
Montag A & Associates Inc. 0.04% Reduce -0.1% 5,033 $951K
Glenmede Trust Co. NA 0.00% Reduce -2.0% 4,980 $938K
Qtron Investments LLC 0.12% No change 4,966 $935K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.9% 4,945 $931K
Empirical Asset Management, LLC 0.21% Reduce -10.2% 4,896 $922K
Marshall Wace, LLP 0.00% New 4,894 $922K
Birchwood Financial Partners, Inc. 0.75% Reduce -12.5% 4,880 $919K
Johnson Investment Counsel Inc. 0.01% No change 4,871 $917K
Gsa Capital Partners LLP 0.06% Reduce -12.9% 4,843 $912K
Roberts Glore & Co. Inc. 0.22% Reduce -6.3% 4,830 $910K
Tobam 0.22% Reduce -29.5% 4,812 $906K
Integris Wealth Management, LLC 0.18% Add +68.9% 4,809 $906K
London Co. of Virginia 0.01% Add +0.5% 4,792 $903K
Perpetual Ltd 0.01% No change 4,714 $888K
MUFG Securities EMEA plc 0.01% Reduce -4.2% 4,645 $875K
Evolve Private Wealth, LLC 0.05% Add +207.7% 4,542 $858K
Wright Investors Service Inc. 0.23% Reduce -0.6% 4,550 $857K
Three Bridge Wealth Advisors, LLC 0.21% No change 4,519 $854K
Quadrant Capital Group LLC 0.02% Reduce -0.4% 4,483 $844K
Pflug Koory, LLC 0.34% Reduce -0.4% 4,478 $843K
Choreo, LLC 0.01% Reduce -7.8% 4,461 $843K
Tocqueville Asset Management L.P. 0.01% Add +12.8% 4,429 $834K
Smithfield Trust Co 0.03% No change 4,387 $826K
Empirical Finance, LLC 0.03% Add +3.3% 4,365 $822K
Broadwater Capital Management LLC 0.57% No change 4,199 $791K
Lantz Financial LLC 0.14% Reduce -0.2% 4,199 $791K
Inspire Advisors, LLC 0.06% Add +3.0% 4,194 $790K
WINTON GROUP Ltd 0.03% Add +18.8% 4,150 $782K
Fideuram Asset Management (Ireland) dac 0.01% New 4,289 $780K
D.A. Davidson & Co. 0.00% No change 4,127 $777K
Mangrove Partners Im, LLC 0.05% No change 4,084 $769K
Ascentis Wealth Management, LLC 0.13% Reduce -6.9% 4,015 $756K
Avidian Wealth Enterprises, LLC 0.02% Add +2.3% 3,873 $729K
Coldstream Capital Management Inc. 0.01% Reduce -23.4% 3,868 $729K
Palisades Hudson Asset Management, L.P. 0.26% No change 3,871 $729K
Brown Brothers Harriman & Co. 0.00% Add +36.4% 3,833 $722K
Lombard Odier Asset Management (Switzerland) SA 0.02% Reduce -11.6% 3,828 $721K
PEAK6 LLC 0.02% New 3,824 $720K
Apollon Wealth Management, LLC 0.01% Add +8.8% 3,822 $720K
Prudential PLC 0.00% No change 3,789 $714K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 3,779 $712K
Vaughan David Investments LLC 0.01% New 3,765 $709K
Parallel Advisors, LLC 0.01% Add +5.5% 3,736 $704K
Merit Financial Group, LLC 0.00% Reduce -72.9% 3,672 $692K
Dickmeyer Boyce Financial Management, Inc. 0.35% Add +0.0% 3,600 $678K
Avantax Planning Partners, Inc. 0.02% Reduce -7.1% 3,589 $676K
Praxis Investment Management Inc. 0.04% No change 3,573 $673K
Cynosure Group, LLC 0.10% Add +54.8% 3,562 $671K
Mufg Securities Americas Inc. 0.03% Add +8.2% 3,550 $669K
V-Square Quantitative Management LLC 0.06% Reduce -0.2% 3,547 $668K
Hudson Portfolio Management LLC 0.50% No change 3,545 $668K
Caprock Group, LLC 0.01% Reduce -21.8% 3,502 $664K
Studio Investment Management LLC 0.11% Reduce -1.6% 3,487 $659K
Securian Asset Management, Inc. 0.02% No change 3,156 $658K
J. Safra Sarasin Holding AG 0.01% Reduce -66.8% 3,900 $648K
Potentia Wealth 0.26% No change 3,393 $639K
Independent Advisor Alliance 0.01% Reduce -6.0% 3,380 $637K
Deseret Mutual Benefit Administrators 0.21% Reduce -10.1% 3,366 $634K
White Pine Capital LLC 0.15% No change 3,358 $632K
Keybank National Association 0.00% Add +5.7% 3,333 $628K
Quantum Portfolio Management LLC 0.22% Reduce -35.7% 3,296 $621K
Transcend Capital Advisors, LLC 0.04% Reduce -20.8% 3,260 $614K
Global X Japan Co., Ltd. 0.02% Reduce -4.1% 3,214 $605K
MMBG Investment Advisors Co. 0.05% No change 3,200 $605K
Cahill Financial Advisors Inc. 0.06% Reduce -8.9% 3,174 $598K
Harvest Fund Management Co., Ltd 0.02% Reduce -2.0% 3,147 $593K
Integrated Wealth Concepts LLC 0.00% Reduce -63.8% 3,131 $590K
Citizens Financial Group Inc. 0.01% Add +10.5% 3,076 $581K
Legacy Capital Group California, Inc. 0.17% Reduce -7.6% 3,075 $579K
Blue Trust, Inc. 0.01% Add +17.3% 3,075 $579K
Sierra Legacy Group 0.44% No change 3,030 $571K
Empower Advisory Group, LLC 0.00% Reduce -0.2% 2,981 $561K
Canada Post Corp Registered Pension Plan 0.02% No change 2,972 $560K
Stephens Inc. 0.01% Add +1.8% 2,940 $554K
One Wealth Advisors, LLC 0.06% Reduce -0.6% 2,895 $545K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -37.1% 2,878 $542K
Panagora Asset Management Inc. 0.00% No change 2,847 $536K
TD Private Client Wealth LLC 0.01% Reduce -14.4% 2,837 $534K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.1% 2,836 $534K
Aquatic Capital Management LLC 0.02% Reduce -52.1% 2,822 $531K
Daiichi Life Insurance Co., Ltd. 0.01% New 2,816 $530K
Global Retirement Partners, LLC 0.01% — 2,797 $527K
Holderness Investments Co. 0.09% No change 2,783 $524K
Stonebridge Capital Advisors LLC 0.03% Reduce -0.4% 2,758 $519K
Soltis Investment Advisors LLC 0.03% Add +14.0% 2,747 $517K
Old National Bancorp 0.01% Add +1.2% 2,739 $516K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% Reduce -93.8% 2,700 $509K
Gateway Wealth Partners, LLC 0.03% Add +49.3% 2,660 $501K
NewEdge Advisors, LLC 0.00% Add +12.9% 2,650 $499K
DecisionMap Wealth Management, LLC 0.28% Reduce -16.0% 2,628 $495K
Cherokee Insurance Co 0.19% No change 2,600 $490K
Ballentine Partners, LLC 0.01% Reduce -6.7% 2,594 $489K
Osmosis Investment Management UK Ltd 0.02% Reduce -44.6% 2,593 $488K
QRG Capital Management, Inc. 0.00% Add +2.4% 2,586 $487K
Verition Fund Management LLC 0.00% Reduce -82.8% 2,570 $484K
WealthPlan Investment Management, LLC 0.02% Add +1.0% 2,562 $483K
Ostrum Asset Management 0.02% No change 2,540 $478K
Syon Capital LLC 0.02% Reduce -4.5% 2,494 $470K
Mosaic Family Wealth Partners, LLC 0.03% Add +95.9% 2,494 $470K
Clarion Wealth Managment Partners, LLC 0.38% No change 2,488 $469K
Lifeworks Advisors, LLC 0.05% New 2,423 $456K
Smartleaf Asset Management LLC 0.01% No change 2,458 $454K
Palisade Asset Management, LLC 0.04% No change 2,409 $454K
Precision Wealth Strategies, LLC 0.14% Add +0.0% 2,406 $453K
Bard Associates Inc. 0.10% Add +0.6% 2,392 $452K
Oppenheimer & Co. Inc. 0.00% New 2,367 $446K
River Wealth Advisors LLC 0.05% Add +89.5% 2,358 $444K
Rehmann Capital Advisory Group 0.02% Add +9.9% 2,349 $443K
Pasadena Private Wealth, LLC 0.06% No change 2,326 $438K
Gen-Wealth Partners Inc 0.12% Reduce -7.6% 2,325 $438K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.8% 2,313 $437K
Ironwood Investment Counsel, LLC 0.06% Reduce -3.2% 2,277 $429K
Revisor Wealth Management LLC 0.10% Reduce -1.7% 2,253 $425K
IFG Advisory, LLC 0.01% New 2,245 $423K
Focus Financial Network, Inc. 0.01% Reduce -7.6% 2,236 $423K
Private Advisor Group, LLC 0.00% Reduce -58.9% 2,242 $422K
Phoenix Wealth Advisors 0.14% Reduce -1.5% 2,239 $422K
FIL Ltd 0.00% Add +155.0% 2,221 $418K
Centiva Capital, LP 0.01% New 2,200 $414K
Philip James Wealth Mangement, LLC 0.05% Reduce -30.1% 2,177 $410K
Chicago Partners Investment Group LLC 0.01% Add +10.1% 1,984 $408K
Sagewood Asset Management LP 0.09% Add +11.4% 2,162 $407K
Certuity, LLC 0.02% Reduce -8.0% 2,109 $397K
Legacy Financial Advisors, Inc. 0.05% Add +1.2% 2,108 $397K
Bridgefront Capital, LLC 0.10% New 2,104 $396K
Advisor OS, LLC 0.03% Add +29.3% 2,080 $392K
Asahi Life Asset Management Co., LTD. 0.22% Add +6.1% 2,070 $390K
Sagespring Wealth Partners, LLC 0.01% Add +16.4% 2,063 $389K
First Bank & Trust 0.06% No change 2,061 $388K
Ossiam 0.01% Add +803.5% 2,051 $386K
Horizon Investments, LLC 0.00% Reduce -2.4% 2,045 $385K
CFS Investment Advisory Services, LLC 0.03% Reduce -0.1% 1,997 $379K
Dorsey Wright & Associates 0.06% Reduce -74.5% 2,009 $378K
Crestwood Advisors Group, LLC 0.01% Reduce -7.1% 2,002 $377K
IFP Advisors, Inc 0.01% Reduce -37.6% 1,997 $376K
Index Technologies Group LLC 0.30% Reduce -36.6% 1,985 $374K
LCNB Corp. 0.11% Reduce -3.6% 1,980 $373K
GW Henssler & Associates Ltd. 0.02% Reduce -0.3% 1,975 $372K
Mather Group, Llc. 0.00% Reduce -5.6% 1,945 $366K
Josh Arnold Investment Consultant, LLC 0.23% No change 1,930 $363K
Personal Cfo Solutions, LLC 0.05% Add +4.3% 1,913 $361K
Signaturefd, LLC 0.00% Add +4.9% 1,885 $355K
Sound Financial Strategies Group, LLC 0.22% Reduce -2.3% 1,874 $353K
Advyzon Investment Management, LLC 0.03% Add +7.7% 1,872 $353K
Gladstone Institutional Advisory LLC 0.01% No change 1,868 $352K
Mariner, LLC 0.00% Reduce -43.8% 1,865 $351K
Quotient Wealth Partners, LLC 0.01% Reduce -13.3% 1,861 $351K
Savvy Advisors, Inc. 0.01% Add +1.6% 1,841 $347K
DF Dent & Co. Inc. 0.01% New 1,832 $345K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.2% 1,825 $344K
Prelude Capital Management, LLC 0.03% Add +1.4% 1,811 $341K
GC Wealth Management RIA, LLC 0.02% Reduce -14.5% 1,801 $339K
Park National Corp. 0.01% Add +0.3% 1,789 $337K
Richwood Investment Advisors, LLC 0.24% Reduce -4.3% 1,784 $336K
Bridges Investment Management Inc. 0.00% No change 1,766 $333K
Checchi Capital Advisers, LLC 0.02% Add +9.2% 1,758 $331K
PCB Capital LLC 0.40% Add +7.3% 1,759 $331K
D'Orazio & Associates, Inc. 0.04% Add +23.6% 1,752 $330K
Vontobel Holding Ltd. 0.00% Add +9.3% 1,732 $326K
Massachusetts Financial Services Co. 0.00% Reduce -97.0% 1,706 $321K
Security National Bank of So Dak 0.15% No change 1,700 $320K
Stirlingshire Investments, Inc. 0.24% Add +4.9% 1,682 $318K
GeoWealth Management, LLC 0.01% Add +3.0% 1,671 $315K
Alliance Wealth Advisors, LLC 0.06% Reduce -27.2% 1,643 $309K
Frank, Rimerman Advisors LLC 0.02% Add +8.9% 1,641 $309K
Diversify Advisory Services, LLC 0.01% New 1,761 $307K
Diversify Wealth Management, LLC 0.01% Reduce -0.1% 1,761 $307K
Mgo One Seven LLC 0.01% Reduce -3.4% 1,620 $305K
Frec Markets, Inc. 0.03% New 1,617 $305K
SVB Wealth LLC 0.02% Add +0.8% 1,581 $298K
Pallas Capital Advisors LLC 0.01% Add +30.6% 1,575 $297K
Astoria Portfolio Advisors LLC. 0.05% Add +21.7% 1,561 $294K
State of Wyoming 0.03% Reduce -19.8% 1,536 $289K
Brown Miller Wealth Management, LLC 0.07% No change 1,535 $289K
Alerus Financial NA 0.01% No change 1,525 $287K
PCG Wealth Advisors, LLC 0.06% New 1,518 $286K
Bannerstone Capital Management, LLC 0.24% Reduce -10.6% 1,514 $285K
Allworth Financial LP 0.00% Reduce -2.6% 1,492 $281K
Kingsview Wealth Management, LLC 0.00% Add +1.6% 1,480 $279K
Tradition Wealth Management, LLC 0.02% No change 1,462 $275K
Armor Investment Advisors, LLC 0.09% No change 1,462 $275K
CreativeOne Wealth, LLC 0.01% Add +0.9% 1,441 $271K
Arlington Partners LLC 0.49% Add +2.1% 1,440 $271K
Purpose Unlimited Inc. 0.01% Add +15.5% 1,436 $271K
Snowden Capital Advisors LLC 0.01% Reduce -3.1% 1,424 $269K
Townsquare Capital LLC 0.05% New 1,427 $269K
Kathmere Capital Management, LLC 0.01% Add +5.5% 1,411 $266K
CX Institutional 0.01% Add +2.3% 1,402 $264K
Canada Pension Plan Investment Board 0.00% Reduce -97.1% 1,400 $264K
Mission Wealth Management, LP 0.00% New 1,390 $262K
Sterling Capital Management LLC 0.00% Reduce -65.0% 1,384 $261K
Wedmont Private Capital 0.01% Reduce -2.5% 1,346 $260K
World Investment Advisors 0.00% Add +5.2% 1,540 $259K
Ascent Group, LLC 0.01% New 1,353 $255K
OpenArc Corporate Advisory, LLC 0.00% Reduce -1.8% 1,344 $253K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.4% 1,369 $253K
Sax Wealth Advisors, LLC 0.01% New 1,518 $252K
Heartland Bank & Trust Co 0.05% Reduce -1.4% 1,325 $250K
Perigon Wealth Management, LLC 0.00% Add +2.6% 1,325 $250K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.4% 1,323 $249K
Phoenix Financial Ltd. 0.00% New 1,312 $248K
Beck Bode, LLC 0.04% Add +2.9% 1,315 $248K
NorthCrest Asset Manangement, LLC 0.01% New 1,279 $247K
Alps Advisors Inc. 0.00% New 1,308 $246K
Advisory Services Network, LLC 0.00% Reduce -37.8% 1,304 $246K
Bayesian Capital Management, LP 0.16% New 1,300 $245K
Cidel Asset Management Inc. 0.01% Reduce -7.8% 1,296 $244K
Tower Research Capital LLC (TRC) 0.01% Reduce -24.4% 1,289 $243K
EntryPoint Capital, LLC 0.06% New 1,286 $242K
Evercore Wealth Management, LLC 0.00% No change 1,280 $241K
Camden National Bank 0.03% Reduce -4.1% 1,279 $241K
EverSource Wealth Advisors, LLC 0.01% Reduce -17.7% 1,266 $238K
Arkadios Wealth Advisors 0.00% New 1,256 $237K
Schwarz Dygos Wheeler Investment Advisors LLC 0.04% Reduce -0.3% 1,249 $235K
SBI Securities Co., Ltd. 0.01% Reduce -0.9% 1,249 $235K
Main Street Financial Solutions, LLC 0.01% Add +3.1% 1,243 $234K
Tema ETFs LLC 0.01% No change 1,227 $231K
Zions Bancorporation, National Association 0.01% No change 1,225 $231K
Axecap Investments, LLC 0.13% Reduce -93.8% 1,222 $230K
Triad Wealth Partners, LLC 0.01% Add +28.4% 1,558 $229K
Kennon-Green & Company, LLC 0.18% No change 1,205 $227K
Catalyst Funds Management Pty Ltd 0.01% Reduce -86.6% 1,200 $226K
Claro Advisors Inc. 0.02% Reduce -1.3% 1,194 $225K
Strive Financial Group ,LLC 0.10% No change 1,193 $225K
Summit Financial, LLC 0.00% New 1,190 $225K
LVW Advisors, LLC 0.02% New 1,190 $224K
GLOBALT Investments LLC / GA 0.01% New 1,186 $223K
Impact Capital Partners LLC 0.06% New 1,184 $223K
CWA Asset Management Group, LLC 0.01% New 1,178 $222K
Connecticut Capital Management Group, LLC 0.18% New 1,174 $221K
Private Trust Co. NA 0.02% Add +0.3% 1,167 $220K
Keystone Financial Services 0.06% New 1,166 $220K
XY Planning Network, Inc. 0.03% New 1,155 $218K
Evergreen Capital Management LLC 0.00% Reduce -5.7% 1,145 $216K
Profund Advisors LLC 0.01% New 1,144 $215K
Cigna Investments Inc. 0.03% New 1,143 $215K
HUB Investment Partners, LLC 0.00% New 1,128 $212K
Meeder Advisory Services, Inc. 0.01% Reduce -9.0% 1,123 $212K
Eagle Global Advisors LLC 0.01% New 1,116 $210K
Landscape Capital Management, L.L.C. 0.01% New 1,099 $207K
Fingerlakes Wealth Management, Inc. 0.11% New 1,095 $206K
BSW Wealth Partners 0.02% New 1,087 $205K
Sigma Planning Corp 0.01% New 1,085 $204K
Aaron Wealth Advisors LLC 0.01% New 1,082 $204K
Freestone Grove Partners LP 0.00% Add +8207.7% 1,080 $203K
Fifth Third Wealth Advisors LLC 0.01% New 1,076 $203K
King Luther Capital Management Corp. 0.00% New 1,075 $202K
TIAA Wealth Investment Management LLC 0.00% New 967 $182K
PFA Pension, Forsikringsaktieselskab 0.00% Reduce -99.6% 832 $157K
Bernard Wealth Management Corp. 0.06% No change 800 $151K
Ancora Advisors LLC 0.00% Reduce -15.0% 790 $149K
Elevated Capital Advisors, LLC 0.04% Reduce -7.4% 773 $145K
WPG Advisers, LLC 0.09% Add +6.8% 769 $145K
Versant Capital Management, Inc 0.01% Reduce -0.9% 751 $141K
Hills Bank & Trust Co 0.01% No change 732 $138K
Quaker Wealth Management, LLC 0.04% No change 709 $133K
Huntington National Bank 0.00% Add +9.6% 685 $129K
MCF Advisors LLC 0.00% No change 678 $128K
Basecamp Wealth Advisors LLC 0.02% Add +4.6% 662 $125K
Transamerica Financial Advisors, LLC 0.01% Add +1.9% 649 $123K
UMB Bank, n.a. 0.00% Add +0.9% 636 $120K
Toth Financial Advisory Corp. 0.01% Add +77.8% 626 $118K
Western Pacific Wealth Management, LP 0.10% No change 607 $114K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Add +400.0% 500 $94K
Eastern Bank 0.00% No change 490 $92K
Harbour Investments, Inc. 0.00% Add +100.0% 462 $87K
Key Financial Inc 0.01% No change 450 $85K
Financial Network Wealth Advisors LLC 0.08% Reduce -4.3% 425 $80K
Larson Financial Group LLC 0.00% Add +25.0% 425 $80K
Armstrong Advisory Group, Inc. 0.00% Add +12.3% 420 $79K
Friedenthal Financial 0.04% Reduce -93.7% 406 $76K
Cullen/Frost Bankers, Inc. 0.00% Add +2.0% 404 $76K
AdvisorNet Financial, Inc 0.00% Reduce -3.8% 403 $76K
Cromwell Holdings LLC 0.03% Add +2.3% 399 $75K
Pacific Center for Financial Services 0.02% No change 400 $75K
Parkside Financial Bank & Trust 0.01% Add +9.8% 394 $74K
Quarry LP 0.01% Reduce -6.2% 393 $74K
Northwest & Ethical Investments L.P. 0.00% Reduce -62.5% 375 $69K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.5% 362 $68K
Bayforest Capital Ltd 0.06% Reduce -54.0% 352 $66K
Geneos Wealth Management Inc. 0.00% No change 350 $66K
Keating Financial Advisory Services, Inc. 0.01% Reduce -1.4% 346 $65K
Quent Capital, LLC 0.00% Add +19.9% 332 $63K
Hantz Financial Services, Inc. 0.00% Add +0.6% 329 $62K
CYBER HORNET ETFs LLC 0.03% Reduce -0.9% 323 $61K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -9.7% 318 $61K
First Horizon Corp. 0.00% Add +116.9% 321 $60K
Covestor Ltd 0.03% Reduce -6.3% 310 $59K
Entrust Financial LLC 0.04% No change 307 $58K
Parallax Volatility Advisers, L.P. 0.00% New 307 $58K
Westside Investment Management, Inc. 0.01% No change 301 $57K
First Financial Corp. 0.02% No change 300 $57K
USA Financial Formulas 0.01% — 300 $57K
Loomis Sayles & Co. L P 0.00% Add +64.5% 283 $53K
Private Wealth Asset Management, LLC 0.00% No change 247 $47K
Park Place Capital Corp 0.01% No change 244 $46K
Clearstead Advisors, LLC 0.00% Add +259.7% 241 $45K
Dogwood Wealth Management LLC 0.02% Add +37.8% 237 $45K
Washington Trust Advisors, Inc. 0.00% Add +0.4% 233 $44K
Millstone Evans Group, LLC 0.02% Add +40.0% 224 $42K
Bell Investment Advisors, Inc 0.01% Reduce -4.3% 221 $42K
Union Bancaire Privee, UBP SA 0.00% New 252 $41K
Manchester Capital Management LLC 0.01% Add +0.5% 204 $38K
TD Waterhouse Canada Inc. 0.00% Reduce -98.8% 200 $38K
Bayban 0.03% No change 200 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 200 $38K
Beacon Investment Advisory Services, Inc. 0.00% No change 200 $38K
Rossby Financial, LCC 0.01% Reduce -71.1% 195 $37K
Rothschild Investment LLC 0.00% Reduce -52.2% 193 $36K
Measured Wealth Private Client Group, LLC 0.01% Reduce -33.9% 187 $35K
Capital Advisors, Ltd. LLC 0.00% No change 182 $34K
Westfuller Advisors, LLC 0.01% Reduce -0.6% 178 $34K
Wilmington Savings Fund Society, FSB 0.00% No change 178 $34K
CVA Family Office, LLC 0.00% No change 177 $33K
NBH Bank 0.01% — 156 $29K
Cornerstone Planning Group LLC 0.00% Reduce -23.4% 141 $29K
Clearstead Trust, LLC 0.00% No change 143 $27K
Continuum Advisory, LLC 0.00% New 143 $27K
Alpine Bank Wealth Management 0.00% New 142 $27K
Owl Creek Wealth Partners LLC 0.01% Add +4.0% 129 $24K
Private Wealth Management Group, LLC 0.01% No change 124 $23K
Institute for Wealth Management, LLC. 0.00% New 119 $22K
DT Investment Partners, LLC 0.00% No change 115 $22K
Truvestments Capital LLC 0.00% No change 110 $21K
Pinnacle Bancorp, Inc. 0.01% No change 109 $21K
JFS Wealth Advisors, LLC 0.00% Reduce -0.9% 108 $20K
Salomon & Ludwin, LLC 0.00% No change 105 $20K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 101 $19K
Stance Capital LLC 0.01% New 100 $19K
Leonteq Securities AG 0.00% Add +427.8% 95 $18K
Farmers & Merchants Investments Inc. 0.00% No change 87 $16K
Fortitude Family Office, LLC 0.00% Reduce -6.7% 83 $16K
Fiduciary Financial Advisors 0.00% New 87 $15K
Vanguard National Trust Co 0.00% Add +471.4% 80 $15K
GW&K Investment Management, LLC 0.00% No change 80 $15K
Bfsg, LLC 0.00% No change 75 $14K
LRI Investments, LLC 0.00% Reduce -39.8% 74 $14K
Bokf, NA 0.00% New 74 $14K
Whittier Trust Co. 0.00% Add +53.3% 69 $13K
LFA - Lugano Financial Advisors SA 0.01% New 61 $11K
SJS Investment Consulting Inc. 0.00% Reduce -1.6% 60 $11K
Financial Management Professionals, Inc. 0.00% Add +3.5% 59 $11K
Bruce G. Allen Investments, LLC 0.01% No change 59 $11K
Wealth Enhancement Trust Services, Inc. 0.00% No change 59 $11K
Lanark Financial, Inc. 0.00% Reduce -14.5% 59 $11K
Prestige Wealth Management Group LLC 0.00% No change 56 $11K
Raiffeisen Bank International AG 0.00% Reduce -64.1% 56 $10K
Cedar Mountain Advisors, LLC 0.00% No change 54 $10K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -15.6% 54 $10K
Meeder Asset Management Inc. 0.00% Reduce -94.0% 53 $10K
Basepoint Wealth LLC 0.01% Add +284.6% 50 $9K
Spire Wealth Management 0.00% Add +2.1% 48 $9K
Aspect Partners, LLC 0.00% New 43 $8K
Elevation Wealth Partners, LLC 0.00% Add +281.8% 42 $8K
ROSS\JOHNSON & Associates LLC 0.12% No change 42 $8K
Rakuten Securities, Inc. 0.00% Add +1300.0% 42 $8K
Highline Wealth Partners LLC 0.00% New 40 $8K
Triumph Capital Management 0.00% Add +129.4% 39 $7K
Bartlett & Co. Wealth Management LLC 0.00% Add +46.1% 38 $7K
Compass Financial Management LLC 0.00% — 37 $7K
Signature Equity Partners, LLC 0.00% Add +600.0% 35 $7K
True Wealth Design, LLC 0.00% Reduce -28.6% 35 $7K
American National Bank & Trust 0.00% No change 35 $7K
Providence Capital Advisors, LLC 0.00% New 32 $6K
NBT Bank, N.A. 0.00% No change 32 $6K
Delta Asset Management LLC 0.00% No change 31 $6K
Silver Grove Financial Group, Inc. 0.00% New 29 $5K
MV Capital Management, Inc. 0.00% Add +3.6% 29 $5K
Atlas Capital Advisors Inc. 0.00% No change 29 $5K
IMA Advisory Services, Inc. 0.00% Add +27.3% 28 $5K
Rialto Wealth Management, LLC 0.00% Add +21.7% 28 $5K
Richardson Financial Services Inc. 0.00% New 27 $5K
Summit Securities Group LLC 0.00% Add +42.1% 27 $5K
Creative Financial Designs Inc. 0.00% No change 27 $5K
HHM Wealth Advisors, LLC 0.00% No change 27 $5K
Buck Wealth Strategies, LLC 0.00% New 27 $5K
Principia Wealth Advisory, LLC 0.00% Add +420.0% 26 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +18.2% 26 $5K
Creative Capital Management Investments LLC 0.00% New 26 $5K
Cape Investment Advisory, Inc. 0.00% New 24 $5K
Torren Management, LLC 0.00% No change 23 $4K
Bare Financial Services, Inc 0.00% Add +35.3% 23 $4K
TD Capital Management LLC 0.00% No change 23 $4K
Trust Co. of Vermont 0.00% — 23 $4K
Kingdom Financial Group LLC. 0.00% New 21 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $4K
SHP Wealth Management 0.00% Add +66.7% 20 $4K
HFM Investment Advisors, LLC 0.00% Add +100.0% 18 $3K
North Star Investment Management Corp. 0.00% No change 18 $3K
MidFirst Bank 0.00% No change 18 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 17 $3K
Raffa Wealth Management, LLC 0.00% Add +30.8% 17 $3K
Hughes Financial Services, LLC 0.00% Add +100.0% 16 $3K
Grove Bank & Trust 0.00% No change 16 $3K
Anchor Investment Management, LLC 0.00% New 16 $3K
Bogart Wealth, LLC 0.00% Add +220.0% 16 $3K
Avion Wealth 0.00% Add +100.0% 20 $3K
Webster Bank, N. A. 0.00% New 15 $3K
Dunhill Financial, LLC 0.00% Reduce -6.7% 14 $3K
Cornerstone Financial Management LLC 0.00% Add +16.7% 14 $3K
TFC Financial Management, Inc. 0.00% Add +44.4% 13 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -13.3% 13 $2K
Arlington Trust Co LLC 0.00% No change 13 $2K
Kilter Group LLC 0.00% Reduce -7.7% 12 $2K
Ameriflex Group, Inc. 0.00% New 12 $2K
Barnes Dennig Private Wealth Management LLC 0.00% New 10 $2K
Burk Holdings LLC 0.00% No change 10 $2K
Strengthening Families & Communities, LLC 0.00% New 10 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 10 $2K
Addison Advisors LLC 0.00% New 9 $2K
Lloyd Advisory Services, LLC. 0.00% New 9 $2K
Boyd Watterson Asset Management LLC 0.00% No change 9 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -97.6% 9 $2K
Glen Eagle Advisors, LLC 0.00% New 9 $2K
Provenance Wealth Advisors, LLC 0.00% New 9 $2K
Harbor Investment Advisory, LLC 0.00% No change 9 $2K
Investors Portfolio Services LLC 0.00% No change 8 $2K
FWL Investment Management, LLC 0.00% New 8 $2K
SouthState Bank Corp 0.00% No change 7 $1K
Strategic Wealth Partners, Ltd. 0.00% Reduce -30.0% 7 $1K
WestEnd Advisors, LLC 0.00% New 7 $1K
Abound Wealth Management 0.00% No change 6 $1K
Clark Wealth Partners 0.00% Reduce -94.6% 6 $1K
JPL Wealth Management, LLC 0.00% New 6 $1K
Crewe Advisors LLC 0.00% New 6 $1K
JDM Financial Group LLC 0.00% No change 6 $1K
Navigoe, LLC 0.00% New 6 $1K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -87.2% 6 $1K
American Capital Advisory, LLC 0.00% No change 5 $942
Chilton Capital Management LLC 0.00% No change 5 $942
DecisionPoint Financial, LLC 0.00% New 4 $766
Financial Consulate, Inc. 0.00% Reduce -33.3% 4 $754
1015 Capital Partners, LLC 0.00% No change 4 $753
Decker Retirement Planning Inc. 0.00% New 4 $736
Marquette Asset Management, LLC 0.00% No change 3 $566
Trifecta Capital Advisors, LLC 0.00% New 3 $566
Asset Dedication, LLC 0.00% New 3 $566
Planning Strategies Inc. 0.00% — 3 $565
Motco 0.00% New 3 $565
Tounjian Advisory Partners, LLC 0.00% New 2 $396
Seneschal Advisors, LLC 0.00% No change 2 $377
3 Factor Indexing, LLC 0.00% No change 2 $377
Davis Capital Management 0.00% New 2 $377
Sunrise Financial Services, LLC 0.00% No change 2 $377
Activest Wealth Management 0.00% New 2 $377
Mosley Wealth Management 0.00% New 2 $377
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $289
Darwin Wealth Management, LLC 0.00% New 1 $220
SOA Wealth Advisors, LLC. 0.00% No change 1 $211
Maryland Capital Advisors Inc. 0.00% — 1 $189
CENTRAL TRUST Co 0.00% New 1 $189
Downshift Financial, LLC 0.00% New 1 $188
Tidemark, LLC 0.00% No change 1 $188
Cordant, Inc. 0.00% New 1 $159
Penserra Capital Management LLC 0.00% New 3 $0
Evolution Advisers, Inc. 0.00% New 1 $0

"% of holder's portfolio" is CHRW's weight in each manager's 13F, not the share of C.H. Robinson Worldwide Inc. the manager owns.