Charter Communications Inc. Class ACHTR
13F holders, Q1 2024 (March 31)824holders
11famous investors
$290.69avg. 13F price*
At the end of Q1 2024, 824 institutions reported holding Charter Communications Inc. Class A (CHTR) in their 13F filings. The largest holders were Dodge & Cox ($3.4B), Capital International Investors ($3.1B) and Vanguard Group Inc. ($2.4B). 11 famous investors held it, including Bill Nygren (2.9% of Harris Associates (Oakmark Funds)'s portfolio), Warren Buffett (0.3% of Berkshire Hathaway's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Charter Communications Inc. Class A
- Sector
- Telecommunications
- CUSIP
- 16119P108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $145.6M |
| Exits | 170 | $2.8B |
Ownership 824 holders
| Dodge & Cox | 1.96% | Add +37.7% | 11,563,786 | $3.4B |
| Capital International Investors | 0.62% | Add +53.6% | 10,558,651 | $3.1B |
| Vanguard Group Inc. | 0.05% | Reduce -0.6% | 8,200,454 | $2.4B |
| BlackRock Inc. | 0.04% | Reduce -5.2% | 6,367,311 | $1.9B |
| Harris Associates (Oakmark Funds) | 2.94% | Add +20.8% | 6,251,046 | $1.8B |
| State Street Corp. | 0.08% | Add +7.4% | 6,235,401 | $1.8B |
| Berkshire Hathaway | 0.34% | No change | 3,828,941 | $1.1B |
| Pzena Investment Management LLC | 2.84% | Add +96.5% | 2,848,459 | $827.8M |
| Franklin Resources Inc. | 0.26% | Add +97.9% | 2,791,929 | $811.4M |
| Parnassus Investments, LLC | 1.61% | Add +60.4% | 2,599,026 | $755.4M |
| Veritas Asset Management LLP | 4.74% | Add +28.4% | 2,249,131 | $653.7M |
| Geode Capital Management, LLC | 0.06% | Add +3.1% | 2,084,834 | $604.3M |
| Eagle Capital Management LLC | 1.81% | Add +119.6% | 1,609,432 | $467.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -32.6% | 1,571,033 | $456.6M |
| Invesco Ltd. | 0.10% | Reduce -20.7% | 1,529,668 | $444.6M |
| Morgan Stanley | 0.03% | Add +12.8% | 1,259,072 | $365.9M |
| UBS Group AG | 0.11% | Add +4067.3% | 1,173,192 | $341.0M |
| Capital World Investors | 0.06% | Reduce -23.8% | 1,152,294 | $334.9M |
| Voyager Global Management LP | 14.19% | Add +112.6% | 1,010,000 | $293.5M |
| Northern Trust Corp. | 0.05% | Reduce -5.3% | 951,080 | $276.4M |
| Norges Bank | 0.04% | Add +10.0% | 879,609 | $255.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.7% | 773,925 | $224.9M |
| Barclays PLC | 0.10% | Reduce -7.1% | 765,664 | $222.5M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +310.0% | 732,193 | $212.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -9.1% | 719,357 | $209.1M |
| Cryder Capital Partners LLP | 9.08% | Add +6.4% | 718,629 | $208.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.1% | 642,591 | $186.8M |
| First Pacific Advisors, LP | 2.49% | Add +0.3% | 600,386 | $174.5M |
| Legal & General Group Plc | 0.05% | Reduce -1.0% | 600,278 | $174.5M |
| Stockbridge Partners LLC | 3.32% | Reduce -1.9% | 553,698 | $160.9M |
| Rothschild & Co Wealth Management UK Ltd | 2.56% | Reduce -0.6% | 531,202 | $154.4M |
| FMR LLC | 0.01% | Reduce -67.0% | 521,991 | $151.7M |
| Altarock Partners LP | 3.15% | Reduce -12.0% | 504,868 | $146.7M |
| Bank of America Corp. | 0.01% | Add +56.4% | 485,931 | $141.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +3.7% | 463,696 | $134.8M |
| Triple Frond Partners LLC | 15.27% | Add +16.0% | 461,645 | $134.2M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -9.5% | 399,067 | $116.0M |
| Citigroup Inc. | 0.12% | Add +35.1% | 389,880 | $113.3M |
| Makaira Partners LLC | 13.36% | Add +135.2% | 380,922 | $110.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -7.2% | 335,887 | $97.6M |
| Sands Capital Management, LLC | 0.27% | Add +1.9% | 326,022 | $94.8M |
| Squarepoint Ops LLC | 0.37% | Add +361.1% | 308,646 | $89.7M |
| BNP Paribas Financial Markets | 0.11% | Add +8.7% | 295,134 | $85.8M |
| FIL Ltd | 0.08% | Reduce -12.7% | 288,318 | $83.8M |
| Allianz Asset Management GmbH | 0.14% | Add +56.5% | 288,269 | $83.8M |
| Swiss National Bank | 0.06% | Reduce -5.4% | 287,916 | $83.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -42.9% | 282,464 | $82.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +0.6% | 242,254 | $70.4M |
| Primecap Management Co. | 0.05% | No change | 239,850 | $69.7M |
| Slate Path Capital LP | 1.37% | No change | 238,371 | $69.3M |
| Rhumbline Advisers | 0.07% | Add +3.7% | 234,937 | $68.3M |
| HSBC Holdings PLC | 0.05% | Add +40.2% | 233,080 | $67.7M |
| Sahana Capital Management LP | 10.35% | Reduce -6.6% | 230,207 | $66.9M |
| Douglas Lane & Associates, LLC | 0.93% | Reduce -9.5% | 225,941 | $65.7M |
| Deutsche Bank AG | 0.03% | Add +5.3% | 211,464 | $61.5M |
| Bristol John W & Co. Inc. | 1.03% | Add +0.1% | 208,392 | $60.6M |
| Raymond James & Associates | 0.04% | Add +71.5% | 196,415 | $57.1M |
| Abn Amro Investment Solutions | 0.95% | Add +36.0% | 188,463 | $54.8M |
| California Public Employees Retirement System | 0.04% | Reduce -4.4% | 186,386 | $54.2M |
| Amundi | 0.02% | Reduce -48.5% | 200,211 | $52.0M |
| Clearbridge Investments, LLC | 0.04% | Reduce -43.8% | 178,180 | $51.8M |
| Weitz Investment Management, Inc. | 2.39% | Add +167.1% | 163,200 | $47.4M |
| Capital Group Private Client Services, Inc. | 0.48% | Add +46.5% | 162,308 | $47.2M |
| California State Teachers Retirement System | 0.06% | Reduce -0.4% | 158,230 | $46.0M |
| National Pension Service | 0.05% | Add +10.5% | 155,151 | $45.1M |
| ProShare Advisors LLC | 0.12% | Add +19.9% | 154,314 | $44.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -9.2% | 128,031 | $42.6M |
| KBC Group NV | 0.13% | Add +223.5% | 143,301 | $41.6M |
| Susquehanna International Group, LLP | 0.06% | Reduce -3.4% | 142,546 | $41.4M |
| Caledonia Investments PLC | 5.30% | Add +9.7% | 141,400 | $41.0M |
| Brandywine Global Investment Management, LLC | 0.29% | Add +197.3% | 135,954 | $39.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -78.1% | 135,701 | $39.4M |
| Bank of Montreal | 0.01% | Reduce -19.8% | 134,053 | $39.0M |
| New York State Common Retirement Fund | 0.05% | Reduce -3.6% | 134,013 | $38.9M |
| Citadel Advisors | 0.04% | Add +819.9% | 130,290 | $37.9M |
| State Board of Administration of Florida Retirement System | 0.09% | Add +8.3% | 104,703 | $37.4M |
| Sei Investments Co. | 0.05% | Add +25.8% | 127,529 | $37.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +19.3% | 124,682 | $36.2M |
| Credit Suisse AG/ | 0.03% | Reduce -23.3% | 119,195 | $34.6M |
| Zimmer Partners, LP | 0.70% | New | 110,361 | $32.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -42.2% | 109,521 | $31.8M |
| Palestra Capital Management LLC | 1.21% | Add +32.4% | 108,200 | $31.4M |
| Capco Asset Management, LLC | 7.50% | Reduce -1.5% | 107,548 | $31.3M |
| First Trust Advisors LP | 0.03% | Add +31.1% | 106,355 | $30.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.1% | 102,654 | $29.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Reduce -12.7% | 102,973 | $29.6M |
| Man Group plc | 0.08% | Add +104.5% | 101,655 | $29.5M |
| New York State Teachers Retirement System | 0.06% | Reduce -3.4% | 101,099 | $29.4M |
| First Manhattan Co. Llc. | 0.09% | Reduce -4.5% | 97,592 | $28.4M |
| Tremblant Capital Group | 3.17% | Reduce -12.6% | 96,925 | $28.2M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -45.8% | 95,192 | $27.7M |
| Marex Group Ltd | 0.88% | Add +14172.3% | 93,341 | $27.1M |
| Aureus Asset Management, LLC | 1.82% | Add +2.6% | 91,698 | $26.7M |
| Woodline Partners LP | 0.24% | Add +68.4% | 90,553 | $26.3M |
| Millennium Management | 0.02% | Reduce -39.6% | 88,776 | $25.8M |
| Reaves W H & Co. Inc. | 0.94% | Reduce -18.2% | 88,032 | $25.6M |
| Jane Street Group, LLC | 0.03% | Add +544.5% | 85,635 | $24.9M |
| Prudential Financial Inc. | 0.03% | Add +23.4% | 85,394 | $24.8M |
| Cibc World Markets Corp. | 0.16% | Add +1.3% | 85,309 | $24.8M |
| Capital International, Inc. | 0.32% | Add +30.7% | 82,712 | $24.0M |
| Russell Investments Group, Ltd. | 0.04% | Add +9.6% | 79,667 | $23.2M |
| Worldquant Millennium Advisors LLC | 0.27% | Add +39.8% | 75,113 | $21.8M |
| Parallax Volatility Advisers, L.P. | 0.72% | Add +64.8% | 75,049 | $21.8M |
| Kize Capital LP | 17.79% | Reduce -8.9% | 71,634 | $20.8M |
| Voya Investment Management LLC | 0.02% | Add +11.2% | 68,113 | $19.8M |
| Royal Bank of Canada | 0.00% | Reduce -48.8% | 66,916 | $19.4M |
| Kinetic Partners Management, LP | 1.35% | Reduce -56.9% | 66,801 | $19.4M |
| Guyasuta Investment Advisors Inc. | 1.25% | Reduce -0.6% | 44,240 | $17.2M |
| National Bank of Canada | 0.03% | Reduce -42.8% | 61,661 | $17.0M |
| Kemnay Advisory Services Inc. | 3.19% | No change | 57,044 | $16.6M |
| Gabelli Funds LLC | 0.12% | Reduce -6.2% | 56,953 | $16.6M |
| Wells Fargo & Company | 0.00% | Add +62.9% | 56,942 | $16.5M |
| State of New Jersey Common Pension Fund D | 0.05% | No change | 56,283 | $16.4M |
| DAVENPORT & Co LLC | 0.10% | Add +7809.1% | 55,917 | $16.3M |
| Royal London Asset Management Ltd. | 0.04% | Add +14.3% | 55,884 | $16.2M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -3.5% | 55,433 | $16.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.2% | 55,099 | $16.0M |
| Schroder Investment Management Group | 0.02% | Reduce -11.2% | 53,876 | $15.7M |
| APG Asset Management N.V. | 0.03% | Add +24.9% | 58,076 | $15.6M |
| State of Wisconsin Investment Board | 0.04% | Add +1.4% | 52,905 | $15.4M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -6.7% | 51,973 | $15.1M |
| Treasurer of the State of North Carolina | 0.07% | Add +2.5% | 51,491 | $15.0M |
| Rafferty Asset Management, LLC | 0.05% | Add +38.7% | 50,334 | $14.6M |
| Danske Bank A/S | 0.04% | — | 46,327 | $13.5M |
| Mackenzie Financial Corp. | 0.02% | Reduce -4.1% | 45,896 | $13.3M |
| South Dakota Investment Council | 0.27% | Add +29.9% | 44,338 | $12.9M |
| MYDA Advisors LLC | 4.45% | Add +120.0% | 44,000 | $12.8M |
| Storebrand Asset Management As | 0.04% | Add +1.1% | 43,695 | $12.7M |
| DigitalBridge Group, Inc. | 1.15% | Reduce -10.4% | 43,177 | $12.5M |
| Greenstone Partners & Co., LLC | 5.61% | Add +50.9% | 42,985 | $12.5M |
| Altrinsic Global Advisors LLC | 0.56% | Reduce -5.4% | 42,688 | $12.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -6.6% | 42,653 | $12.4M |
| ARS Investment Partners, LLC | 1.24% | Reduce -15.0% | 42,650 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 42,335 | $12.3M |
| Aberdeen Group plc | 0.02% | Reduce -0.3% | 42,131 | $12.2M |
| TD Asset Management Inc | 0.01% | Reduce -65.4% | 42,108 | $12.2M |
| Marshall Wace, LLP | 0.02% | New | 39,758 | $11.6M |
| Honeycomb Asset Management LP | 2.20% | New | 39,400 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +841.8% | 39,274 | $11.4M |
| Mn Services Vermogensbeheer B.V. | 0.08% | New | 38,900 | $11.3M |
| Guggenheim Capital LLC | 0.08% | Reduce -4.7% | 38,788 | $11.3M |
| American International Group, Inc. | 0.04% | Reduce -2.7% | 38,701 | $11.2M |
| Harber Asset Management LLC | 2.76% | Add +9.6% | 38,644 | $11.2M |
| Oakcliff Capital Partners, LP | 6.70% | No change | 38,474 | $11.2M |
| Swedbank AB | 0.02% | Add +3.3% | 38,355 | $11.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.6% | 37,868 | $11.0M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -0.6% | 37,851 | $11.0M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -9.1% | 37,401 | $10.9M |
| Toronto Dominion Bank | 0.02% | Reduce -13.8% | 37,381 | $10.9M |
| CIBC Asset Management Inc | 0.04% | Add +4.4% | 36,550 | $10.6M |
| AQR Capital Management | 0.02% | Add +704.9% | 36,444 | $10.5M |
| DNB Asset Management AS | 0.05% | Reduce -7.0% | 35,200 | $10.2M |
| Renaissance Technologies | 0.02% | New | 34,645 | $10.1M |
| Nisa Investment Advisors, LLC | 0.07% | Reduce -19.6% | 34,635 | $10.1M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -65.9% | 34,163 | $9.9M |
| Cresset Asset Management, LLC | 0.05% | Add +54.2% | 33,831 | $9.8M |
| Aviva PLC | 0.03% | Reduce -50.5% | 33,670 | $9.8M |
| Korea Investment CORP | 0.02% | Reduce -0.3% | 33,422 | $9.7M |
| Advisors Asset Management, Inc. | 0.19% | Add +7.5% | 33,367 | $9.7M |
| STRS Ohio | 0.04% | Reduce -24.4% | 32,349 | $9.4M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +1.6% | 32,071 | $9.3M |
| Resona Asset Management Co.,Ltd. | 0.05% | — | 31,240 | $9.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -62.1% | 30,640 | $8.9M |
| D. E. Shaw & Co. | 0.01% | Add +136.6% | 30,188 | $8.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -48.8% | 29,874 | $8.7M |
| Coronation Fund Managers Ltd. | 0.23% | Reduce -16.5% | 29,420 | $8.6M |
| Bokf, NA | 0.15% | Add +23.7% | 29,869 | $8.5M |
| Empowered Funds, LLC | 0.15% | Add +738.0% | 28,609 | $8.3M |
| Daiwa Securities Group Inc. | 0.05% | Add +8.8% | 27,940 | $8.1M |
| Kapitalo Investimentos Ltda | 1.77% | New | 27,698 | $8.0M |
| Arizona State Retirement System | 0.06% | Add +0.8% | 27,592 | $8.0M |
| Banyan Capital Management, Inc. | 4.52% | Add +0.2% | 27,443 | $8.0M |
| MetLife Investment Management, LLC | 0.05% | Reduce -4.4% | 27,324 | $7.9M |
| State of Michigan Retirement System | 0.04% | Reduce -1.4% | 27,097 | $7.9M |
| Boston Trust Walden Corp | 0.05% | Reduce -1.6% | 26,103 | $7.6M |
| Varma Mutual Pension Insurance Co | 0.07% | Add +106.4% | 25,999 | $7.6M |
| CastleKnight Management LP | 1.13% | Add +59.0% | 25,800 | $7.5M |
| Handelsbanken Fonder AB | 0.03% | Add +4.6% | 25,678 | $7.5M |
| Lido Advisors, LLC | 0.07% | Add +10.9% | 25,492 | $7.4M |
| Group One Trading LLC | 0.26% | Add +1042.1% | 25,126 | $7.3M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -16.0% | 24,988 | $7.3M |
| Jump Financial, LLC | 0.19% | Add +358.6% | 24,521 | $7.1M |
| Cornerstone Capital, Inc. | 0.72% | Reduce -1.1% | 24,090 | $7.0M |
| Fayez Sarofim & Co | 0.02% | Reduce -53.6% | 24,010 | $7.0M |
| Amica Mutual Insurance Co. | 0.68% | No change | 22,791 | $6.6M |
| Xponance LLC | 0.07% | Add +0.0% | 22,548 | $6.6M |
| SG Americas Securities, LLC | 0.03% | Add +312.4% | 22,540 | $6.6M |
| Seven Eight Capital, LP | 0.68% | Add +1185.5% | 22,406 | $6.5M |
| Amalgamated Bank | 0.05% | Reduce -23.5% | 21,941 | $6.4M |
| Capstone Investment Advisors, LLC | 0.22% | Add +600.5% | 21,815 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -75.9% | 21,795 | $6.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -1.6% | 21,679 | $6.3M |
| Entropy Technologies, LP | 0.65% | Add +373.6% | 20,940 | $6.1M |
| FORA Capital, LLC | 0.50% | Add +45.8% | 20,743 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +51.8% | 20,422 | $5.9M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +41.0% | 20,353 | $5.9M |
| Texas Permanent School Fund Corp. | 0.05% | Reduce -1.7% | 20,259 | $5.9M |
| IMC-Chicago, LLC | 0.20% | New | 20,157 | $5.9M |
| Forsta Ap-Fonden | 0.05% | Reduce -44.0% | 20,100 | $5.8M |
| IFM Investors Pty Ltd | 0.06% | Add +0.7% | 19,812 | $5.8M |
| Walleye Capital LLC | 0.07% | New | 19,379 | $5.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -2.1% | 19,287 | $5.6M |
| Hi-Line Capital Management, LLC | 1.96% | New | 19,045 | $5.5M |
| CenterBook Partners LP | 0.37% | Add +1302.0% | 18,450 | $5.4M |
| Shelton Capital Management | 0.15% | Add +1.6% | 18,205 | $5.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.10% | Add +12.9% | 17,824 | $5.2M |
| Verition Fund Management LLC | 0.06% | Add +284.4% | 17,573 | $5.1M |
| Utah Retirement Systems | 0.06% | No change | 17,406 | $5.1M |
| Czech National Bank | 0.07% | Reduce -1.4% | 17,375 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.6% | 17,266 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -69.0% | 17,257 | $5.0M |
| Louisiana State Employees Retirement System | 0.10% | Reduce -4.5% | 17,100 | $5.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -11.2% | 17,089 | $5.0M |
| USS Investment Management Ltd | 0.04% | Add +2.1% | 16,878 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +204.2% | 16,741 | $4.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +12.1% | 16,629 | $4.8M |
| Simplex Trading, LLC | 0.14% | New | 16,547 | $4.8M |
| Sendero Wealth Management, LLC | 0.83% | Add +15.2% | 16,515 | $4.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +14.0% | 16,093 | $4.7M |
| GTS Securities LLC | 0.13% | Add +121.9% | 16,081 | $4.7M |
| Harbor Advisors LLC | 0.85% | Reduce -42.4% | 15,942 | $4.6M |
| Yousif Capital Management, LLC | 0.05% | Reduce -1.1% | 15,876 | $4.6M |
| Comerica Bank | 0.02% | Reduce -4.5% | 15,659 | $4.6M |
| Tudor Investment Corporation | 0.05% | Reduce -47.3% | 15,159 | $4.4M |
| New York Life Investment Management LLC | 0.04% | Reduce -4.9% | 14,963 | $4.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Reduce -1.5% | 14,635 | $4.3M |
| Quantbot Technologies LP | 0.23% | Add +80.1% | 14,291 | $4.2M |
| East Coast Asset Management, LLC. | 1.47% | Reduce -0.5% | 13,906 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -26.1% | 13,894 | $4.0M |
| Pacer Advisors, Inc. | 0.01% | Add +0.9% | 13,770 | $4.0M |
| Wolverine Trading, LLC | 0.04% | Reduce -46.8% | 13,692 | $4.0M |
| iA Global Asset Management Inc. | 0.08% | Add +2.6% | 13,645 | $4.0M |
| Boothbay Fund Management, LLC | 0.12% | Add +44.2% | 13,643 | $4.0M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -6.1% | 13,572 | $3.9M |
| LPL Financial LLC | 0.00% | Add +4.5% | 13,445 | $3.9M |
| Mariner, LLC | 0.01% | Reduce -76.6% | 13,412 | $3.9M |
| Profund Advisors LLC | 0.15% | Reduce -2.2% | 13,388 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -43.6% | 13,353 | $3.9M |
| First Hawaiian Bank | 0.12% | Add +43.9% | 13,105 | $3.8M |
| WS Management LLLP | 0.35% | No change | 13,000 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.0% | 12,948 | $3.8M |
| Capital International Sarl | 0.12% | Add +129.5% | 12,764 | $3.7M |
| Glenmede Trust Co. NA | 0.02% | Add +8.0% | 12,728 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -10.0% | 12,705 | $3.7M |
| California First Leasing Corp. | 1.71% | Add +7.3% | 12,640 | $3.7M |
| Quantitative Investment Management, LLC | 0.21% | Reduce -14.0% | 12,501 | $3.6M |
| Bank of Nova Scotia | 0.01% | Add +0.8% | 12,384 | $3.6M |
| Tidal Investments LLC | 0.06% | Add +27.0% | 12,279 | $3.6M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.42% | Reduce -4.0% | 12,267 | $3.6M |
| Jupiter Asset Management Ltd. | 0.03% | Reduce -53.6% | 12,157 | $3.5M |
| Leuthold Group, LLC | 0.39% | Reduce -0.0% | 12,031 | $3.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -0.5% | 11,882 | $3.5M |
| American Century Companies Inc. | 0.00% | Reduce -27.1% | 11,611 | $3.4M |
| Baader Bank Aktiengesellschaft | 0.28% | Reduce -24.3% | 11,600 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +2.5% | 11,480 | $3.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 11,101 | $3.2M |
| S&co Inc. | 0.22% | Reduce -37.6% | 10,891 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.3% | 10,734 | $3.1M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.3% | 10,720 | $3.1M |
| Texas Yale Capital Corp. | 0.14% | No change | 10,612 | $3.1M |
| Clarkston Capital Partners, LLC | 0.05% | New | 10,500 | $3.1M |
| Mediolanum International Funds Ltd | 0.05% | — | 10,385 | $3.0M |
| DoubleLine ETF Adviser LP | 0.77% | Add +0.5% | 10,403 | $3.0M |
| Thematics Asset Management | 0.12% | Reduce -0.5% | 10,246 | $3.0M |
| Blue Trust, Inc. | 0.04% | Add +50.6% | 9,804 | $2.8M |
| AXA S.A. | 0.01% | Reduce -38.4% | 9,390 | $2.7M |
| Achmea Investment Management B.V. | 0.05% | No change | 9,293 | $2.7M |
| Round Hill Asset Management | 1.63% | Reduce -0.5% | 9,255 | $2.7M |
| PYA Waltman Capital, LLC | 0.99% | Add +6.1% | 9,191 | $2.7M |
| Bessemer Group Inc. | 0.00% | Add +50.8% | 9,147 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +51.0% | 9,003 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +2.3% | 8,478 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +7.3% | 8,473 | $2.5M |
| Aviance Capital Partners, LLC | 0.36% | Add +5.0% | 8,412 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -89.5% | 8,398 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 8,245 | $2.4M |
| Creative Planning | 0.00% | Reduce -6.7% | 8,196 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -14.6% | 8,112 | $2.4M |
| Gulf International Bank (UK) Ltd | 0.06% | Add +0.5% | 8,067 | $2.3M |
| Ethic Inc. | 0.06% | Reduce -30.9% | 7,839 | $2.3M |
| CX Institutional | 0.11% | Add +562.6% | 7,706 | $2.2M |
| Alaska Permanent Fund Corp | 0.03% | Add +9.2% | 7,701 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +23.3% | 7,614 | $2.2M |
| Westport Asset Management Inc. | 1.10% | No change | 7,559 | $2.2M |
| Kentucky Retirement Systems | 0.07% | Reduce -6.8% | 7,500 | $2.2M |
| PEAK6 Investments LLC | 0.10% | Reduce -5.0% | 7,417 | $2.2M |
| Cetera Investment Advisers | 0.01% | Add +432.3% | 7,399 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -36.7% | 7,376 | $2.1M |
| NEOS Investment Management LLC | 0.13% | Add +14.8% | 7,244 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 7,228 | $2.1M |
| Nordea Investment Management AB | 0.00% | Add +4.4% | 7,245 | $2.1M |
| Maryland State Retirement & Pension System | 0.04% | No change | 7,830 | $2.0M |
| Gotham Asset Management | 0.03% | Reduce -2.6% | 6,822 | $2.0M |
| Prosperity Consulting Group, LLC | 0.24% | New | 6,616 | $1.9M |
| Delta Investment Management, LLC | 0.43% | Reduce -0.6% | 6,582 | $1.9M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 6,402 | $1.9M |
| Siemens Fonds Invest GmbH | 0.14% | Reduce -1.0% | 6,381 | $1.9M |
| Hartford Investment Management Co. | 0.07% | Reduce -5.9% | 6,379 | $1.9M |
| Commerce Bank | 0.01% | Reduce -28.7% | 6,368 | $1.9M |
| Credit Agricole S A | 0.03% | Add +116.5% | 7,107 | $1.8M |
| Fortis Capital Management LLC | 0.48% | Add +77.3% | 6,348 | $1.8M |
| Prudential PLC | 0.02% | Add +32.3% | 6,304 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +31.2% | 6,301 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +73.7% | 6,183 | $1.8M |
| Two Sigma Securities, LLC | 0.09% | Add +111.3% | 6,141 | $1.8M |
| Macquarie Group Ltd. | 0.00% | Reduce -74.0% | 6,101 | $1.8M |
| III Capital Management | 0.70% | New | 5,977 | $1.7M |
| Mosaic Financial Group, LLC | 1.37% | — | 5,873 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.0% | 5,818 | $1.7M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +14.4% | 5,814 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -9.0% | 5,808 | $1.7M |
| XTX Topco Ltd | 0.22% | Add +101.6% | 5,685 | $1.7M |
| Mount Lucas Management LP | 0.54% | Reduce -8.5% | 5,565 | $1.6M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -31.9% | 5,537 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -2.1% | 5,466 | $1.6M |
| Aigen Investment Management, LP | 0.34% | New | 5,377 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -82.4% | 5,370 | $1.6M |
| Candriam S.C.A. | 0.01% | Reduce -0.5% | 5,282 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.4% | 5,278 | $1.5M |
| Westside Investment Management, Inc. | 0.36% | Add +138.6% | 5,212 | $1.5M |
| Lighthouse Investment Partners, LLC | 0.09% | Reduce -60.3% | 5,158 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -15.8% | 5,159 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -5.6% | 5,100 | $1.5M |
| Venator Management LLC | 0.44% | Reduce -25.3% | 5,075 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | Add +50420.0% | 5,052 | $1.5M |
| Harvey Capital Management Inc. | 0.43% | No change | 5,036 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.8% | 4,944 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.7% | 4,902 | $1.4M |
| Sterling Investment Management, LLC | 0.99% | Reduce -1.7% | 4,835 | $1.4M |
| Mount Capital Ltd | 0.58% | No change | 4,765 | $1.4M |
| Lombard Odier Asset Management (Switzerland) SA | 0.10% | New | 4,749 | $1.4M |
| Blueshift Asset Management, LLC | 0.72% | New | 4,745 | $1.4M |
| Central Pacific Bank - Trust Division | 0.18% | — | 4,825 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -32.4% | 4,685 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +85.4% | 4,769 | $1.4M |
| Norinchukin Bank, The | 0.04% | Reduce -3.9% | 4,604 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -4.0% | 4,577 | $1.3M |
| Panagora Asset Management Inc. | 0.01% | Add +8.5% | 4,534 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Add +359.9% | 4,507 | $1.3M |
| Saba Capital Management, L.P. | 0.03% | Add +125.0% | 4,500 | $1.3M |
| Bison Wealth, LLC | 0.21% | Add +35.2% | 4,482 | $1.3M |
| Ieq Capital, LLC | 0.02% | Reduce -30.0% | 4,467 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +54.1% | 4,465 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | New | 4,447 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -53.5% | 4,360 | $1.3M |
| Centiva Capital, LP | 0.08% | Add +49.9% | 4,353 | $1.3M |
| Harvest Fund Management Co., Ltd | 0.11% | Add +227.2% | 4,286 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -2.6% | 4,253 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.20% | Add +0.3% | 4,238 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 4,189 | $1.2M |
| Burney Co./ | 0.05% | Reduce -67.0% | 4,166 | $1.2M |
| Metis Global Partners, LLC | 0.04% | Reduce -26.7% | 4,122 | $1.2M |
| Empirical Finance, LLC | 0.07% | Add +3.0% | 4,074 | $1.2M |
| Inceptionr LLC | 0.30% | New | 4,067 | $1.2M |
| Rakuten Investment Management, Inc. | 0.01% | Add +1530.0% | 4,026 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.7% | 4,027 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.4% | 4,023 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.5% | 3,996 | $1.2M |
| Metropolitan Life Insurance Co | 0.05% | Reduce -2.7% | 3,983 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +31.5% | 3,910 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +114.7% | 3,889 | $1.1M |
| Grand Jean Capital Management Inc. | 0.30% | Reduce -62.7% | 3,875 | $1.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.40% | Reduce -3.0% | 3,871 | $1.1M |
| Stevens Capital Management LP | 0.22% | New | 3,818 | $1.1M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 3,800 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +37310.0% | 3,741 | $1.1M |
| GAMCO Investors | 0.01% | No change | 3,703 | $1.1M |
| Teza Capital Management LLC | 0.14% | New | 3,632 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 3,600 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -33.1% | 3,568 | $1.0M |
| Fox Run Management, L.L.C. | 0.22% | New | 3,557 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.2% | 3,538 | $1.0M |
| CSM Advisors, LLC | 0.07% | Add +4.8% | 3,458 | $1.0M |
| Groupama Asset Managment | 0.02% | Reduce -48.2% | 1,958 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.8% | 3,430 | $997K |
| Ossiam | 0.02% | Add +9.7% | 3,416 | $993K |
| Bellwether Advisors, LLC | 0.21% | Add +35.7% | 3,353 | $974K |
| Gratus Capital, LLC | 0.04% | New | 3,349 | $973K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | Reduce -9.0% | 3,259 | $947K |
| Nomura Holdings Inc. | 0.01% | Add +59.1% | 3,245 | $943K |
| Coppell Advisory Solutions Corp. | 0.18% | — | 3,233 | $940K |
| Aquatic Capital Management LLC | 0.03% | Reduce -97.2% | 3,200 | $930K |
| ING Groep NV | 0.01% | New | 3,145 | $914K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.6% | 3,133 | $911K |
| Engineers Gate Manager LP | 0.02% | Reduce -80.6% | 3,114 | $905K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -13.8% | 3,420 | $897K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -3.0% | 3,055 | $888K |
| Fifth Third Bancorp | 0.00% | Reduce -28.9% | 3,040 | $884K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.5% | 3,037 | $883K |
| Scientech Research LLC | 0.46% | New | 3,009 | $875K |
| Ostrum Asset Management | 0.07% | Add +175.8% | 2,984 | $867K |
| YHB Investment Advisors, Inc. | 0.08% | Add +1.0% | 2,983 | $867K |
| Capital Group Investment Management Pte. LTD. | 0.15% | Reduce -81.3% | 2,915 | $847K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +98.3% | 2,875 | $836K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +98.3% | 2,875 | $836K |
| Circle Wealth Management, LLC | 0.02% | Add +25.7% | 2,874 | $835K |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 2,870 | $834K |
| Hall Laurie J Trustee | 0.28% | Reduce -3.3% | 2,775 | $807K |
| Baxter Bros Inc. | 0.10% | Reduce -3.3% | 2,759 | $802K |
| Graham Capital Management, L.P. | 0.04% | Reduce -47.5% | 2,757 | $801K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -10.3% | 2,706 | $786K |
| Cohen Klingenstein LLC | 0.03% | No change | 2,700 | $785K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -4.2% | 2,676 | $778K |
| CENTRAL TRUST Co | 0.02% | Add +9.3% | 2,666 | $775K |
| Caprock Group, LLC | 0.04% | Reduce -3.8% | 2,572 | $748K |
| Public Sector Pension Investment Board | 0.01% | Reduce -11.8% | 2,534 | $736K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +72.8% | 2,470 | $718K |
| Captrust Financial Advisors | 0.00% | Reduce -76.9% | 2,459 | $715K |
| Teacher Retirement System of Texas | 0.00% | Reduce -45.4% | 2,445 | $711K |
| STF Management LP | 0.31% | Reduce -2.6% | 2,446 | $711K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -31.4% | 2,440 | $709K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +9.1% | 2,403 | $698K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | No change | 2,400 | $698K |
| Shira Ridge Wealth Management | 0.40% | Reduce -0.3% | 2,385 | $693K |
| Vontobel Holding Ltd. | 0.01% | Add +56.0% | 2,373 | $690K |
| Wolf Group Capital Advisors | 0.33% | No change | 1,866 | $686K |
| National Philanthropic Trust | 0.01% | No change | 2,339 | $680K |
| PGGM Investments | 0.01% | No change | 2,311 | $672K |
| Vista Investment Management | 0.27% | Reduce -19.7% | 2,309 | $671K |
| Clearstead Advisors, LLC | 0.03% | Add +16.4% | 2,402 | $660K |
| Whittier Trust Co. | 0.01% | Reduce -4.2% | 2,231 | $648K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -97.3% | 2,129 | $619K |
| Quinn Opportunity Partners LLC | 0.07% | New | 2,100 | $610K |
| Cornerstone Advisors, LLC | 0.03% | No change | 2,100 | $610K |
| Kestra Advisory Services, LLC | 0.00% | Add +31.8% | 2,066 | $600K |
| Vident Advisory, LLC | 0.01% | Reduce -82.0% | 2,050 | $596K |
| Greenleaf Trust | 0.01% | Reduce -18.6% | 2,043 | $594K |
| Summit Trail Advisors, LLC | 0.02% | Add +12.1% | 1,999 | $581K |
| Blair William & Co. | 0.00% | Reduce -48.1% | 1,975 | $574K |
| Cidel Asset Management Inc. | 0.04% | Add +8.7% | 1,968 | $572K |
| Degroof Petercam Asset Management | 0.01% | No change | 1,950 | $567K |
| Vinva Investment Management Ltd | 0.03% | Reduce -3.1% | 1,939 | $564K |
| Apollon Wealth Management, LLC | 0.02% | Add +126.7% | 1,922 | $558K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.7% | 1,905 | $554K |
| PFG Investments, LLC | 0.03% | New | 1,887 | $548K |
| Qtron Investments LLC | 0.08% | No change | 1,886 | $548K |
| Raymond James Trust N.A. | 0.01% | Add +49.0% | 1,881 | $547K |
| Savant Capital, LLC | 0.01% | Reduce -42.9% | 1,828 | $531K |
| Bridgefront Capital, LLC | 0.40% | New | 1,823 | $530K |
| Regions Financial Corp. | 0.00% | Reduce -24.5% | 1,807 | $525K |
| Cwm, LLC | 0.00% | Reduce -26.1% | 1,794 | $521K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -7.0% | 1,779 | $517K |
| Cheviot Value Management, LLC | 0.11% | Reduce -20.6% | 1,761 | $512K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -24.6% | 1,739 | $505K |
| Balefire, LLC | 0.18% | New | 1,714 | $498K |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 1,702 | $495K |
| Vestcor Inc | 0.02% | Reduce -20.7% | 1,696 | $493K |
| Armstrong, Fleming & Moore, Inc | 0.34% | No change | 1,684 | $489K |
| Corton Capital Inc. | 0.18% | New | 1,684 | $489K |
| Aspiriant, LLC | 0.02% | Add +9.7% | 1,681 | $489K |
| Vantage Consulting Group Inc | 0.31% | Add +31.1% | 1,673 | $486K |
| Power Wealth Management LLC | 0.30% | Add +72.2% | 1,660 | $482K |
| Tiaa Trust, National Association | 0.00% | Reduce -7.7% | 1,646 | $478K |
| Keybank National Association | 0.00% | Reduce -5.0% | 1,634 | $475K |
| Heard Capital LLC | 0.03% | Reduce -1.8% | 1,630 | $474K |
| Blume Capital Management, Inc. | 0.12% | New | 1,628 | $473K |
| Quantinno Capital Management LP | 0.01% | Reduce -20.4% | 1,603 | $466K |
| Investment Management Corp of Ontario | 0.01% | Reduce -31.2% | 1,545 | $449K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.1% | 1,019 | $448K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 1,537 | $447K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 1,526 | $444K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -10.5% | 1,471 | $428K |
| Nebula Research & Development LLC | 0.09% | Reduce -7.9% | 1,448 | $421K |
| ICICI Prudential Asset Management Co Ltd | 0.05% | Add +0.7% | 1,445 | $420K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.2% | 1,433 | $416K |
| Pitcairn Co. | 0.03% | Add +9.7% | 1,427 | $415K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.8% | 1,426 | $414K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -8.1% | 1,421 | $413K |
| Eos Management, L.P. | 0.17% | No change | 1,400 | $407K |
| Paloma Partners Management Co | 0.08% | Reduce -23.9% | 1,392 | $405K |
| Argyle Capital Management, LLC | 0.16% | Reduce -7.5% | 1,391 | $404K |
| Horizon Investments, LLC | 0.01% | Reduce -1.6% | 1,367 | $397K |
| Cohen Capital Management, Inc. | 0.07% | No change | 1,362 | $396K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.5% | 1,361 | $396K |
| Centaurus Financial, Inc. | 0.03% | Reduce -16.4% | 1,351 | $393K |
| E Fund Management Co., Ltd. | 0.02% | Reduce -4.1% | 1,351 | $393K |
| Ballentine Partners, LLC | 0.01% | Reduce -15.6% | 1,347 | $391K |
| Focus Partners Wealth | 0.00% | Reduce -6.1% | 1,346 | $391K |
| Signaturefd, LLC | 0.01% | Reduce -23.4% | 1,344 | $391K |
| Councilmark Asset Management, LLC | 0.28% | — | 1,333 | $387K |
| MAI Capital Management | 0.00% | Add +94.9% | 1,333 | $387K |
| Prestige Wealth Management Group LLC | 0.08% | Add +1.0% | 1,331 | $387K |
| Occudo Quantitative Strategies LP | 0.07% | New | 1,324 | $385K |
| Legacy Advisors, LLC | 0.05% | Add +0.8% | 1,322 | $384K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +111.3% | 1,310 | $381K |
| King Luther Capital Management Corp. | 0.00% | Reduce -6.0% | 1,305 | $379K |
| Fiduciary Trust Co | 0.01% | Reduce -3.2% | 1,299 | $378K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -99.4% | 1,277 | $371K |
| SouthState Bank Corp | 0.03% | Reduce -13.5% | 1,269 | $369K |
| Cozad Asset Management Inc. | 0.04% | Reduce -50.6% | 1,245 | $362K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -18.9% | 1,223 | $355K |
| Petrus Trust Company, LTA | 0.03% | New | 1,218 | $354K |
| Trust Asset Management LLC | 0.03% | No change | 1,218 | $354K |
| Sanders Morris Harris LLC | 0.06% | Add +0.3% | 1,217 | $354K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +32.9% | 1,203 | $350K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.1% | 1,189 | $346K |
| Deseret Mutual Benefit Administrators | 0.17% | Add +7.3% | 1,179 | $343K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +50.8% | 1,170 | $340K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.7% | 1,166 | $339K |
| Duff & Phelps Investment Management Co. | 0.00% | Add +3.3% | 1,162 | $338K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -16.0% | 1,159 | $337K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -2.0% | 1,151 | $334K |
| Wintrust Investments LLC | 0.03% | New | 1,150 | $334K |
| Advisory Services Network, LLC | 0.01% | Reduce -61.2% | 1,149 | $334K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.4% | 1,132 | $329K |
| Foster & Motley Inc. | 0.02% | Add +50.5% | 1,127 | $328K |
| Chiron Capital Management, LLC | 0.29% | New | 1,105 | $321K |
| Axxcess Wealth Management, LLC | 0.01% | Add +66.8% | 1,101 | $320K |
| Symmetry Partners, LLC | 0.03% | No change | 1,099 | $319K |
| Forum Financial Management, LP | 0.01% | Reduce -0.1% | 1,087 | $316K |
| CreativeOne Wealth, LLC | 0.01% | Add +59.6% | 1,079 | $314K |
| Cigna Investments Inc. | 0.06% | Add +0.8% | 1,075 | $312K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -4.9% | 1,072 | $312K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -10.2% | 1,066 | $310K |
| AlTi Global, Inc. | 0.01% | Add +61.7% | 1,059 | $308K |
| Rothschild Investment LLC | 0.02% | Add +474.5% | 1,057 | $307K |
| Arden Trust Co | 0.04% | Reduce -34.8% | 1,052 | $306K |
| Defined Wealth Management, LLC | 0.22% | Reduce -13.2% | 1,050 | $305K |
| Plato Investment Management Ltd | 0.03% | Add +373.5% | 1,037 | $301K |
| BBR Partners, LLC | 0.02% | New | 1,033 | $300K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -22.6% | 1,032 | $300K |
| Biltmore Wealth Management, LLC | 0.14% | No change | 769 | $299K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -97.7% | 1,027 | $299K |
| Roberts Capital Advisors, LLC | 0.29% | — | 1,023 | $297K |
| Trust Point Inc. | 0.02% | Reduce -20.1% | 1,006 | $292K |
| Hyman Charles D | 0.02% | No change | 1,004 | $292K |
| First Trust Investment Solutions L.P. | 0.05% | New | 1,000 | $291K |
| Ingalls & Snyder LLC | 0.01% | No change | 980 | $285K |
| Sapient Capital LLC | 0.01% | Reduce -0.2% | 965 | $280K |
| Total Clarity Wealth Management, Inc. | 0.09% | New | 924 | $269K |
| Western Pacific Wealth Management, LP | 0.19% | Add +148.0% | 920 | $267K |
| Bellecapital International Ltd. | 0.06% | No change | 904 | $263K |
| Florida Financial Advisors, LLC | 0.19% | New | 896 | $260K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -86.3% | 892 | $259K |
| HB Wealth Management, LLC | 0.00% | Reduce -35.8% | 890 | $259K |
| V-Square Quantitative Management LLC | 0.04% | Add +86.4% | 880 | $256K |
| Silverlake Wealth Management LLC | 0.13% | No change | 863 | $251K |
| Means Investment Co., Inc. | 0.03% | No change | 841 | $244K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +135.0% | 766 | $243K |
| Andra AP-fonden | 0.00% | Reduce -91.7% | 834 | $242K |
| ProVise Management Group, LLC | 0.02% | New | 832 | $242K |
| Hyperion Capital Advisors LP | 0.11% | No change | 831 | $242K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 830 | $241K |
| NorthRock Partners, LLC | 0.01% | Reduce -40.1% | 829 | $241K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -53.8% | 827 | $240K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -10.4% | 819 | $238K |
| Meritage Portfolio Management | 0.02% | Reduce -8.7% | 818 | $238K |
| DRW Securities, LLC | 0.01% | New | 815 | $237K |
| Argent Trust Co | 0.01% | Reduce -5.8% | 812 | $236K |
| SVB Wealth LLC | 0.01% | Reduce -13.0% | 805 | $234K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -30.3% | 799 | $233K |
| Gryphon Financial Partners LLC | 0.04% | New | 798 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 860 | $229K |
| Cipher Capital LP | 0.11% | New | 783 | $228K |
| Thrive Capital Management, LLC | 0.12% | New | 783 | $228K |
| Banque Pictet & Cie SA | 0.00% | New | 775 | $225K |
| Intech Investment Management LLC | 0.00% | New | 772 | $224K |
| Equitable Holdings, Inc. | 0.00% | Reduce -31.3% | 770 | $224K |
| Stephens Inc. | 0.00% | Reduce -7.1% | 768 | $223K |
| Gallacher Capital Management LLC | 0.11% | New | 767 | $223K |
| Sigma Planning Corp | 0.01% | New | 760 | $221K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.2% | 755 | $219K |
| Providence First Trust Co | 0.09% | New | 743 | $216K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -4.0% | 742 | $216K |
| Mirabella Financial Services LLP | 0.02% | Add +34.7% | 738 | $214K |
| Daiichi Life Insurance Co., Ltd. | 0.00% | Reduce -19.6% | 738 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.8% | 735 | $214K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -80.2% | 733 | $213K |
| Little House Capital LLC | 0.07% | No change | 731 | $212K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.5% | 726 | $211K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -11.9% | 763 | $210K |
| Veltria Advisors Corp. | 0.05% | New | 720 | $209K |
| Townsquare Capital LLC | 0.00% | New | 714 | $208K |
| Patton Fund Management, Inc. | 0.04% | New | 713 | $207K |
| Conning Inc. | 0.01% | Reduce -7.2% | 712 | $207K |
| Peoples Bank | 0.12% | No change | 711 | $207K |
| Oracle Alpha Inc. | 0.37% | New | 710 | $206K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -10.5% | 701 | $204K |
| IFP Advisors, Inc | 0.01% | Reduce -14.5% | 698 | $203K |
| Quadrant Capital Group LLC | 0.02% | Reduce -38.4% | 697 | $203K |
| Maverick Capital | 0.00% | Add +7.7% | 696 | $202K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 790 | $202K |
| Clarius Group, LLC | 0.01% | Reduce -45.8% | 691 | $201K |
| Parsons Capital Management Inc. | 0.01% | No change | 690 | $201K |
| Huntington National Bank | 0.00% | Reduce -30.3% | 689 | $200K |
| Quent Capital, LLC | 0.02% | Reduce -3.3% | 670 | $195K |
| China Universal Asset Management Co., Ltd. | 0.02% | Add +122.0% | 655 | $190K |
| Geneos Wealth Management Inc. | 0.01% | No change | 642 | $187K |
| Caption Management, LLC | 0.02% | Reduce -98.8% | 606 | $176K |
| Highlander Capital Management, LLC | 0.07% | No change | 600 | $174K |
| Optiver Holding B.V. | 0.01% | New | 582 | $169K |
| Smithfield Trust Co | 0.01% | Reduce -61.9% | 561 | $164K |
| CKW Financial Group | 0.02% | Add +43.8% | 575 | $163K |
| Mather Group, Llc. | 0.00% | New | 412 | $160K |
| Federated Hermes, Inc. | 0.00% | Add +4.2% | 551 | $160K |
| Laurion Capital Management LP | 0.00% | New | 549 | $160K |
| Paradigm Asset Management Co. LLC | 0.04% | Reduce -16.7% | 500 | $145K |
| North Star Investment Management Corp. | 0.01% | No change | 499 | $145K |
| AlphaQuest LLC | 0.02% | Reduce -77.9% | 493 | $143K |
| Rosenberg Matthew Hamilton | 0.04% | Add +6.2% | 499 | $142K |
| Arax Advisory Partners | 0.01% | Add +14.3% | 486 | $141K |
| Platinum Investment Management Ltd. | 0.01% | Add +26.6% | 486 | $141K |
| Asset Dedication, LLC | 0.01% | Reduce -67.3% | 498 | $141K |
| Penserra Capital Management LLC | 0.00% | Reduce -48.5% | 469 | $135K |
| HM Payson & Co. | 0.00% | No change | 405 | $118K |
| nVerses Capital, LLC | 0.28% | New | 400 | $116K |
| CI Investments Inc. | 0.00% | Add +43.9% | 400 | $116K |
| Cambridge Trust Co. | 0.00% | Reduce -97.9% | 393 | $114K |
| Covestor Ltd | 0.07% | Add +634.6% | 382 | $111K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -6.0% | 376 | $109K |
| Parallel Advisors, LLC | 0.00% | Reduce -24.5% | 370 | $108K |
| Central Bank & Trust Co. | 0.01% | Reduce -19.4% | 350 | $102K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -21.9% | 386 | $99K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +53.6% | 321 | $93K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 319 | $93K |
| Smartleaf Asset Management LLC | 0.02% | Add +225.0% | 312 | $92K |
| Alta Advisers Ltd | 0.04% | No change | 300 | $87K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.3% | 294 | $85K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 291 | $85K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -11.3% | 290 | $84K |
| GAMMA Investing LLC | 0.02% | Reduce -24.6% | 285 | $83K |
| Leonteq Securities AG | 0.01% | Add +65.3% | 281 | $82K |
| Principal Securities, Inc. | 0.00% | Reduce -11.1% | 280 | $81K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 280 | $81K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -9.0% | 264 | $77K |
| Trust Co. of Vermont | 0.00% | Add +322.6% | 262 | $76K |
| Hanson & Doremus Investment Management | 0.01% | No change | 248 | $72K |
| Exchange Traded Concepts, LLC | 0.00% | New | 244 | $71K |
| AlphaCentric Advisors LLC | 0.04% | Reduce -12.3% | 242 | $70K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -18.0% | 242 | $70K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.1% | 234 | $68K |
| Natixis Investment Managers International | 0.00% | No change | 233 | $68K |
| Lindbrook Capital, LLC | 0.01% | Reduce -35.2% | 217 | $63K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 217 | $63K |
| Raleigh Capital Management Inc. | 0.03% | Add +850.0% | 209 | $61K |
| Pflug Koory, LLC | 0.00% | No change | 204 | $59K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -61.8% | 202 | $59K |
| Concord Wealth Partners | 0.01% | No change | 187 | $54K |
| West Paces Advisors Inc. | 0.01% | Reduce -8.6% | 180 | $52K |
| CoreCap Advisors, LLC | 0.00% | Reduce -93.8% | 179 | $52K |
| TD Private Client Wealth LLC | 0.00% | Reduce -12.9% | 175 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 181 | $50K |
| Private Trust Co. NA | 0.01% | Reduce -20.4% | 172 | $50K |
| Allworth Financial LP | 0.00% | Reduce -7.1% | 171 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $49K |
| TCTC Holdings, LLC | 0.00% | Reduce -1.8% | 165 | $48K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.0% | 162 | $47K |
| Spire Wealth Management | 0.00% | Reduce -1.9% | 158 | $46K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -0.7% | 140 | $41K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -12.0% | 139 | $40K |
| Riverview Trust Co | 0.03% | New | 136 | $40K |
| Acadian Asset Management LLC | 0.00% | No change | 133 | $38K |
| Fernwood Investment Management, LLC | 0.01% | New | 130 | $38K |
| Lanark Financial, Inc. | 0.00% | Reduce -98.0% | 129 | $37K |
| Toth Financial Advisory Corp. | 0.00% | No change | 125 | $36K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -27.2% | 123 | $36K |
| New Covenant Trust Company, N.A. | 0.03% | — | 117 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +5.5% | 116 | $34K |
| PSI Advisors, LLC | 0.01% | No change | 116 | $34K |
| UMB Bank, n.a. | 0.00% | Reduce -78.0% | 115 | $33K |
| City Holding Co. | 0.01% | No change | 115 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -40.4% | 118 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +0.9% | 113 | $33K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 113 | $33K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 109 | $32K |
| MV Capital Management, Inc. | 0.00% | Reduce -58.0% | 95 | $28K |
| Westpac Banking Corp. | 0.00% | No change | 95 | $28K |
| Grove Bank & Trust | 0.00% | No change | 94 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 93 | $27K |
| Montag A & Associates Inc. | 0.00% | No change | 91 | $26K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 88 | $26K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 86 | $25K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +46.9% | 94 | $24K |
| Rise Advisors, LLC | 0.01% | Add +8200.0% | 83 | $24K |
| GW&K Investment Management, LLC | 0.00% | Reduce -4.7% | 82 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 82 | $24K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 81 | $24K |
| Family CFO Inc | 0.01% | No change | 81 | $24K |
| Altshuler Shaham Ltd | 0.00% | New | 78 | $23K |
| Sandy Spring Bank | 0.00% | Add +10.0% | 77 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 76 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -65.3% | 76 | $22K |
| Avior Wealth Management, LLC | 0.00% | Add +2400.0% | 75 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 73 | $21K |
| Ofi Invest Asset Management | 0.00% | New | 78 | $21K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 71 | $21K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.9% | 71 | $21K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 69 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 68 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | Add +123.3% | 67 | $19K |
| Meeder Asset Management Inc. | 0.00% | New | 65 | $19K |
| Crewe Advisors LLC | 0.00% | New | 62 | $18K |
| Versant Capital Management, Inc | 0.01% | Reduce -62.6% | 62 | $18K |
| Operose Advisors LLC | 0.01% | Reduce -77.9% | 60 | $17K |
| M&R Capital Management Inc. | 0.00% | Reduce -31.0% | 60 | $17K |
| Northwest Capital Management Inc | 0.01% | No change | 58 | $17K |
| Old Second National Bank of Aurora | 0.00% | No change | 58 | $17K |
| DT Investment Partners, LLC | 0.00% | No change | 55 | $16K |
| ESL Trust Services, LLC | 0.00% | New | 50 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +32.4% | 49 | $14K |
| Investors Research Corp | 0.00% | No change | 48 | $14K |
| EntryPoint Capital, LLC | 0.01% | New | 47 | $14K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -42.7% | 47 | $14K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 45 | $13K |
| Field & Main Bank | 0.01% | Reduce -49.4% | 45 | $13K |
| Global Financial Private Client, LLC | 0.01% | No change | 46 | $13K |
| West Branch Capital LLC | 0.00% | No change | 42 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 42 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 40 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 39 | $11K |
| Caas Capital Management LP | 0.00% | New | 37 | $11K |
| Caldwell Trust Co | 0.00% | No change | 34 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -28.9% | 32 | $9K |
| Retirement Group, LLC | 0.00% | Add +6.7% | 32 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 32 | $9K |
| Rakuten Securities, Inc. | 0.00% | Add +30.4% | 30 | $9K |
| Aspire Private Capital, LLC | 0.00% | No change | 30 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Add +7.1% | 30 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -15.2% | 28 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 28 | $8K |
| Northwest Investment Counselors, LLC | 0.00% | New | 28 | $8K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 30 | $8K |
| Gradient Investments LLC | 0.00% | Reduce -23.5% | 26 | $8K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 25 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 24 | $7K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 24 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 23 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 21 | $6K |
| Sachetta, LLC | 0.00% | No change | 15 | $6K |
| Financial Freedom, LLC | 0.00% | No change | 20 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 20 | $6K |
| Arcadia Investment Management Corp. | 0.00% | No change | 20 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 20 | $6K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 19 | $6K |
| MCF Advisors LLC | 0.00% | Reduce -67.8% | 19 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 18 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -15.0% | 17 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 17 | $5K |
| Adirondack Trust Co. | 0.00% | Reduce -29.2% | 17 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +6.3% | 17 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 16 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 16 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +433.3% | 16 | $5K |
| Grayhawk Investment Strategies Inc. | 0.00% | No change | 15 | $4K |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 14 | $4K |
| WealthCollab, LLC | 0.00% | Add +116.7% | 13 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -18.8% | 13 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 13 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 13 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 13 | $4K |
| Macroview Investment Management LLC | 0.00% | No change | 12 | $3K |
| Fairman Group, LLC | 0.00% | No change | 12 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 11 | $3K |
| Key Financial Inc | 0.00% | No change | 11 | $3K |
| Frank, Rimerman Advisors LLC | 0.00% | No change | 11 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $3K |
| TFC Financial Management, Inc. | 0.00% | Reduce -60.0% | 10 | $3K |
| Elequin Capital, LP | 0.00% | New | 10 | $3K |
| Carmichael Hill & Associates, Inc. | 0.00% | Add +50.0% | 9 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -18.2% | 9 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -18.2% | 9 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +12.5% | 9 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Clearstead Trust, LLC | 0.00% | Reduce -99.2% | 8 | $2K |
| Core Alternative Capital | 0.00% | Reduce -84.3% | 8 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 7 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 7 | $2K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 7 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $2K |
| Archer Investment Corp | 0.00% | No change | 7 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +200.0% | 9 | $2K |
| Caitlin John, LLC | 0.00% | No change | 6 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 6 | $2K |
| Towne Trust Company, N.A | 0.00% | No change | 6 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +20.0% | 6 | $2K |
| St Germain D J Co. Inc. | 0.00% | Reduce -62.5% | 6 | $2K |
| Hollencrest Capital Management | 0.00% | Reduce -98.9% | 6 | $2K |
| Mendota Financial Group, LLC | 0.00% | No change | 5 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 5 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 5 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 5 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 5 | $1K |
| LRI Investments, LLC | 0.00% | — | 5 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 5 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 4 | $1K |
| Castleview Partners, LLC | 0.00% | New | 4 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $1K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 4 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $1K |
| First PREMIER Bank | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | No change | 2 | $1K |
| Tsfg, LLC | 0.00% | No change | 3 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 4 | $1K |
| Planning Capital Management Corp | 0.00% | No change | 3 | $872 |
| Cetera Trust Company, N.A | 0.00% | No change | 3 | $872 |
| NFSG Corp | 0.00% | New | 3 | $872 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 3 | $872 |
| Pacific Center for Financial Services | 0.00% | No change | 3 | $872 |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 3 | $872 |
| Arrow Financial Corp | 0.00% | No change | 3 | $872 |
| Manchester Capital Management LLC | 0.00% | Reduce -78.6% | 3 | $872 |
| Anchor Investment Management, LLC | 0.00% | No change | 3 | $872 |
| Salem Investment Counselors Inc. | 0.00% | No change | 3 | $872 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 2 | $582 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -33.3% | 2 | $581 |
| Richardson Financial Services Inc. | 0.00% | New | 2 | $581 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 2 | $581 |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 2 | $581 |
| Transcendent Capital Group LLC | 0.00% | No change | 2 | $581 |
| CVA Family Office, LLC | 0.00% | Reduce -96.4% | 2 | $581 |
| BNP Paribas | 0.00% | — | 2 | $581 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $581 |
| Future Financial Wealth Managment LLC | 0.00% | New | 1 | $291 |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $291 |
| Clear Point Advisors Inc. | 0.00% | No change | 1 | $291 |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -97.6% | 1 | $291 |
| Nvwm, LLC | 0.00% | New | 1 | $291 |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $291 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $291 |
| Main Street Group, LTD | 0.00% | New | 1 | $291 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $291 |
| Colonial Trust Advisors | 0.00% | Reduce -83.3% | 1 | $291 |
| Continuum Advisory, LLC | 0.00% | New | 1 | $264 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -95.2% | 1 | $0 |
"% of holder's portfolio" is CHTR's weight in each manager's 13F, not the share of Charter Communications Inc. Class A the manager owns.