Charter Communications Inc. Class ACHTR
13F holders, Q3 2025 (September 30)805holders −84
101new positions
182sold out
10famous investors
$266.58avg. 13F price*
At the end of Q3 2025, 805 institutions reported holding Charter Communications Inc. Class A (CHTR) in their 13F filings, down 84 from Q2 2025. 101 opened new positions and 182 sold out. The largest holders were Dodge & Cox ($3.2B), Vanguard Group Inc. ($2.6B) and Capital International Investors ($2.5B). 10 famous investors held it, including Bill Nygren (1.5% of Harris Associates (Oakmark Funds)'s portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Warren Buffett (0.1% of Berkshire Hathaway'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $943.0M |
| Exits | 182 | $570.5M |
All 13F filers, Q2 2025 → Q3 2025: 15,871,401 shares bought and 13,577,839 shares sold, net +2,293,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 805 holders
| Dodge & Cox | 1.75% | Add +6.1% | 11,807,549 | $3.2B |
| Vanguard Group Inc. | 0.04% | Add +13.7% | 9,362,352 | $2.6B |
| Capital International Investors | 0.41% | Reduce -6.1% | 9,137,281 | $2.5B |
| State Street Corp. | 0.08% | Add +22.8% | 7,961,695 | $2.2B |
| BlackRock, Inc. | 0.03% | Reduce -10.5% | 7,045,782 | $1.9B |
| Harris Associates (Oakmark Funds) | 1.54% | Reduce -4.8% | 3,494,551 | $961.4M |
| Franklin Resources Inc. | 0.21% | Reduce -3.1% | 3,006,805 | $827.2M |
| Geode Capital Management, LLC | 0.04% | Reduce -3.2% | 2,512,821 | $688.8M |
| Invesco Ltd. | 0.10% | Add +30.3% | 2,407,731 | $662.4M |
| JPMorgan Chase & Co. | 0.04% | Add +1.9% | 2,288,208 | $629.5M |
| Dimensional Fund Advisors LP | 0.11% | Add +33.2% | 1,899,330 | $522.5M |
| UBS Group AG | 0.09% | Add +71.0% | 1,615,283 | $444.4M |
| Veritas Asset Management LLP | 4.54% | Reduce -2.9% | 1,544,527 | $424.9M |
| Morgan Stanley | 0.02% | Add +8.9% | 1,477,593 | $406.5M |
| First Eagle Investment Management, LLC | 0.68% | Add +79.3% | 1,352,359 | $372.0M |
| AQR Capital Management | 0.22% | Add +826.1% | 1,244,034 | $342.2M |
| Capital Research Global Investors | 0.06% | New | 1,189,287 | $327.2M |
| Arrowstreet Capital, Limited Partnership | 0.19% | Reduce -30.6% | 1,093,356 | $300.8M |
| Berkshire Hathaway | 0.11% | No change | 1,060,882 | $291.9M |
| Northern Trust Corp. | 0.03% | Reduce -7.5% | 904,868 | $248.9M |
| FMR LLC | 0.01% | Reduce -41.2% | 864,082 | $237.7M |
| Allianz Asset Management GmbH | 0.29% | Add +13.0% | 842,290 | $231.7M |
| Royal Bank of Canada | 0.04% | Reduce -13.6% | 827,069 | $227.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -9.1% | 789,125 | $217.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.1% | 752,245 | $206.9M |
| Barclays PLC | 0.07% | Reduce -52.3% | 669,350 | $184.1M |
| First Pacific Advisors, LP | 2.49% | Add +3.1% | 646,100 | $177.7M |
| Cryder Capital Partners LLP | 9.79% | Add +13.6% | 644,678 | $177.4M |
| Bank of America Corp. | 0.01% | Reduce -40.2% | 612,366 | $168.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -17.8% | 593,357 | $163.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.2% | 570,213 | $156.9M |
| Rothschild & Co Wealth Management UK Ltd | 2.47% | Add +0.8% | 558,319 | $153.6M |
| Legal & General Group Plc | 0.03% | Add +3.1% | 535,639 | $147.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -65.6% | 508,684 | $139.9M |
| Contour Asset Management LLC | 3.34% | New | 484,839 | $133.4M |
| Capital World Investors | 0.02% | Reduce -60.6% | 454,091 | $124.9M |
| Deutsche Bank AG | 0.04% | Add +29.8% | 441,851 | $121.6M |
| Pzena Investment Management LLC | 0.36% | Reduce -84.7% | 405,081 | $111.4M |
| Ruane, Cunniff & Goldfarb L.P. | 1.70% | Reduce -3.4% | 373,432 | $102.7M |
| BNP Paribas Financial Markets | 0.07% | Reduce -13.7% | 321,807 | $88.5M |
| Amundi | 0.03% | Reduce -7.9% | 311,288 | $88.0M |
| Long Focus Capital Management, LLC | 4.93% | New | 313,540 | $86.3M |
| California Public Employees Retirement System | 0.05% | Add +87.4% | 288,090 | $79.3M |
| Nuveen, LLC | 0.02% | Add +43.6% | 286,908 | $78.9M |
| Clearbridge Investments, LLC | 0.06% | Add +32.4% | 273,364 | $75.2M |
| Wells Fargo & Company | 0.01% | Reduce -19.9% | 266,193 | $73.2M |
| Swiss National Bank | 0.04% | Reduce -8.4% | 256,016 | $70.4M |
| Citigroup Inc. | 0.04% | Reduce -8.9% | 233,979 | $64.4M |
| L1 Capital Pty Ltd | 4.02% | New | 289,544 | $63.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -4.2% | 222,934 | $61.3M |
| Lind Value II ApS | 22.89% | New | 220,445 | $60.6M |
| HSBC Holdings PLC | 0.04% | Add +44.1% | 213,873 | $59.7M |
| Eagle Capital Management LLC | 0.18% | Reduce -15.5% | 204,164 | $56.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +158.2% | 194,280 | $53.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +2.9% | 193,318 | $53.2M |
| Steadfast Capital Management LP | 0.89% | Reduce -51.9% | 178,636 | $49.1M |
| Rhumbline Advisers | 0.04% | Reduce -2.8% | 174,430 | $48.0M |
| National Pension Service | 0.04% | Add +3.6% | 172,800 | $47.5M |
| Reaves W H & Co. Inc. | 0.84% | Reduce -13.3% | 170,920 | $47.0M |
| ProShare Advisors LLC | 0.10% | Reduce -18.4% | 169,520 | $46.6M |
| First Trust Advisors LP | 0.03% | Add +27.4% | 166,019 | $45.7M |
| Jupiter Asset Management Ltd. | 0.39% | Add +1813.8% | 165,160 | $45.4M |
| Makaira Partners LLC | 23.17% | Reduce -18.1% | 164,000 | $45.1M |
| Triple Frond Partners LLC | 4.81% | No change | 160,480 | $44.1M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -19.0% | 153,974 | $42.4M |
| Caledonia Investments PLC | 4.15% | No change | 153,200 | $42.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | Reduce -3.8% | 131,938 | $36.3M |
| California State Teachers Retirement System | 0.04% | Reduce -6.5% | 131,459 | $36.2M |
| Woodline Partners LP | 0.17% | Add +1160.0% | 130,079 | $35.8M |
| Voyager Global Management LP | 1.01% | New | 125,000 | $34.4M |
| Douglas Lane & Associates, LLC | 0.48% | Reduce -12.5% | 123,983 | $34.1M |
| Capital Fund Management S.A. | 0.32% | New | 116,761 | $32.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -38.5% | 114,814 | $31.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -1.9% | 105,716 | $29.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 104,550 | $28.8M |
| AustralianSuper Pty Ltd | 0.14% | New | 104,144 | $28.7M |
| Weitz Investment Management, Inc. | 1.53% | Add +8.6% | 102,605 | $28.2M |
| Capco Asset Management, LLC | 6.47% | Reduce -1.5% | 100,932 | $27.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +571.9% | 99,309 | $27.3M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +4.1% | 96,663 | $26.7M |
| Schroder Investment Management Group | 0.02% | Reduce -19.4% | 95,986 | $26.4M |
| Sei Investments Co. | 0.03% | Reduce -16.2% | 92,712 | $25.5M |
| Fernbridge Capital Management LP | 1.23% | New | 91,887 | $25.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -29.7% | 91,299 | $25.1M |
| Mount Capital Ltd | 8.81% | Add +133.5% | 89,261 | $24.6M |
| Ameriprise Financial Inc. | 0.01% | Add +19.4% | 86,579 | $23.8M |
| Bank of Montreal | 0.01% | Reduce -7.6% | 85,544 | $23.5M |
| Holocene Advisors, LP | 0.05% | Reduce -76.8% | 85,251 | $23.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +1131.4% | 85,362 | $23.4M |
| Natixis | 0.12% | Add +1556.6% | 83,543 | $23.0M |
| Jane Street Group, LLC | 0.03% | Add +2777.2% | 82,749 | $22.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -11.8% | 82,090 | $22.6M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.8% | 78,856 | $21.7M |
| DAVENPORT & Co LLC | 0.11% | Add +14738.8% | 76,865 | $21.2M |
| TD Asset Management Inc | 0.02% | Reduce -49.9% | 76,445 | $21.0M |
| CIBC Bancorp USA Inc. | 0.13% | — | 75,541 | $20.8M |
| New York State Teachers Retirement System | 0.04% | Reduce -5.0% | 75,450 | $20.8M |
| 14B Captial Management LP | 12.07% | Add +31.6% | 75,000 | $20.6M |
| Aviva PLC | 0.04% | Add +6.1% | 73,367 | $20.2M |
| FIL Ltd | 0.02% | New | 71,922 | $19.8M |
| Prudential Financial Inc. | 0.02% | Reduce -13.3% | 71,518 | $19.7M |
| SG Americas Securities, LLC | 0.07% | Reduce -17.9% | 71,052 | $19.5M |
| Bridgewater Associates | 0.08% | Reduce -83.8% | 70,746 | $19.5M |
| Royal London Asset Management Ltd. | 0.04% | Reduce -0.7% | 70,666 | $19.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +1.5% | 67,416 | $18.5M |
| Pictet Asset Management Holding SA | 0.02% | Add +3.1% | 66,103 | $18.2M |
| Kize Capital LP | 20.66% | Add +23.4% | 65,834 | $18.1M |
| Man Group plc | 0.04% | Add +590.3% | 64,851 | $17.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -20.0% | 63,277 | $17.4M |
| Korea Investment CORP | 0.04% | Reduce -15.7% | 62,822 | $17.3M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -21.6% | 62,315 | $17.1M |
| Los Angeles Capital Management LLC | 0.06% | Add +63.5% | 62,199 | $17.1M |
| Capital International, Inc. | 0.13% | Reduce -2.8% | 60,717 | $16.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -14.8% | 60,500 | $16.6M |
| South Dakota Investment Council | 0.32% | Add +26.7% | 60,463 | $16.6M |
| Tremblant Capital Group | 1.67% | Reduce -14.5% | 58,916 | $16.2M |
| Ossiam | 0.20% | Add +78.8% | 57,281 | $15.8M |
| NEOS Investment Management LLC | 0.11% | Add +68.5% | 55,391 | $15.2M |
| Rockefeller Capital Management L.P. | 0.03% | New | 54,823 | $15.1M |
| Rafferty Asset Management, LLC | 0.05% | Add +41.4% | 54,538 | $15.0M |
| Gotham Asset Management | 0.06% | Add +111.7% | 53,451 | $14.7M |
| STRS Ohio | 0.05% | Reduce -7.6% | 52,110 | $14.3M |
| Ensign Peak Advisors, Inc | 0.02% | Add +38.7% | 51,414 | $14.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -6.8% | 50,356 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 50,104 | $13.8M |
| Swedbank AB | 0.01% | Add +8.2% | 48,073 | $13.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +0.3% | 47,750 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +9.2% | 47,720 | $13.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -64.9% | 47,482 | $13.1M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -6.3% | 47,438 | $13.1M |
| Quaker Capital Investments, LLC | 3.51% | New | 47,380 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.0% | 46,717 | $12.9M |
| Cerity Partners LLC | 0.02% | Add +181.2% | 46,390 | $12.8M |
| National Bank of Canada | 0.01% | Reduce -55.9% | 45,658 | $12.6M |
| Danske Bank A/S | 0.03% | Add +1.7% | 45,205 | $12.4M |
| Citadel Advisors | 0.01% | Reduce -95.4% | 44,143 | $12.1M |
| Mackenzie Financial Corp. | 0.01% | Add +0.2% | 44,002 | $12.1M |
| Ieq Capital, LLC | 0.04% | Add +544.4% | 43,665 | $12.0M |
| Toronto Dominion Bank | 0.02% | Reduce -14.0% | 43,311 | $11.9M |
| Walleye Trading LLC | 0.19% | Add +291.4% | 42,554 | $11.7M |
| Assenagon Asset Management S.A. | 0.02% | Add +36.7% | 42,218 | $11.6M |
| Altrinsic Global Advisors LLC | 0.42% | Add +35.9% | 41,389 | $11.4M |
| Advisors Asset Management, Inc. | 0.19% | Reduce -0.2% | 41,241 | $11.3M |
| Wellington Management Group LLP | 0.00% | Add +53.8% | 40,712 | $11.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.10% | Reduce -31.9% | 39,340 | $10.8M |
| CIBC Asset Management Inc | 0.03% | Reduce -0.1% | 39,063 | $10.7M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.7% | 39,058 | $10.7M |
| Empowered Funds, LLC | 0.11% | Add +152.1% | 39,057 | $10.7M |
| Banyan Capital Management, Inc. | 4.83% | Add +13.3% | 38,685 | $10.6M |
| Storebrand Asset Management As | 0.03% | Reduce -39.6% | 38,553 | $10.6M |
| Wolverine Trading, LLC | 0.21% | Add +6719.2% | 38,392 | $10.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -0.5% | 36,961 | $10.2M |
| Fayez Sarofim & Co | 0.02% | Add +0.0% | 36,561 | $10.1M |
| Cornerstone Capital, Inc. | 0.97% | No change | 36,023 | $9.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -30.2% | 35,898 | $9.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Add +17.7% | 35,731 | $9.9M |
| Guggenheim Capital LLC | 0.07% | Reduce -0.7% | 35,707 | $9.8M |
| Mn Services Vermogensbeheer B.V. | 0.06% | No change | 34,800 | $9.6M |
| Davis-Rea LTD. | 2.30% | New | 34,488 | $9.5M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 34,019 | $9.3M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -38.6% | 33,434 | $9.2M |
| Alberta Investment Management Corp | 0.07% | New | 33,000 | $9.1M |
| KLP Kapitalforvaltning As | 0.04% | Add +2.2% | 32,924 | $9.1M |
| Handelsbanken Fonder AB | 0.03% | Reduce -2.7% | 32,837 | $9.0M |
| Meridiem Capital Partners LP | 0.61% | New | 32,402 | $8.9M |
| Aberdeen Group plc | 0.01% | Reduce -7.5% | 32,214 | $8.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.1% | 31,521 | $8.7M |
| Nissay Asset Management Corp. /Japan | 0.04% | Reduce -1.7% | 29,366 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -72.2% | 29,019 | $8.0M |
| Gabelli Funds LLC | 0.05% | No change | 28,750 | $7.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -8.7% | 28,708 | $7.9M |
| GF Fund Management Co. LTD. | 0.14% | No change | 27,955 | $7.7M |
| Daiwa Securities Group Inc. | 0.03% | Add +2.1% | 27,528 | $7.6M |
| Greenstone Partners & Co., LLC | 1.38% | Reduce -76.2% | 27,408 | $7.5M |
| Marshall Wace, LLP | 0.01% | New | 27,000 | $7.4M |
| LPL Financial LLC | 0.00% | Add +27.1% | 26,996 | $7.4M |
| Verition Fund Management LLC | 0.04% | Add +142.0% | 26,768 | $7.4M |
| HAP Trading, LLC | 2.00% | — | 26,415 | $7.3M |
| State of Michigan Retirement System | 0.03% | Reduce -3.3% | 26,197 | $7.2M |
| Arizona State Retirement System | 0.04% | Reduce -3.9% | 25,936 | $7.1M |
| First American Trust, FSB | 0.52% | Add +66.0% | 25,772 | $7.1M |
| Capital Group Private Client Services, Inc. | 0.12% | Reduce -76.0% | 25,021 | $6.9M |
| Hennessy Advisors Inc. | 0.23% | Reduce -7.2% | 24,400 | $6.7M |
| WS Management LLLP | 1.02% | Add +146.8% | 24,209 | $6.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -22.8% | 24,141 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.8% | 24,060 | $6.6M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -27.2% | 23,829 | $6.6M |
| Czech National Bank | 0.04% | Add +1.1% | 23,591 | $6.5M |
| Tidal Investments LLC | 0.03% | Add +30.5% | 23,430 | $6.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +486.3% | 23,207 | $6.4M |
| Cwm, LLC | 0.02% | Add +764.5% | 23,195 | $6.4M |
| Quinn Opportunity Partners LLC | 0.46% | New | 23,000 | $6.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -5.3% | 22,969 | $6.3M |
| Jump Financial, LLC | 0.08% | Add +226.5% | 22,857 | $6.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -33.9% | 22,355 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -4.7% | 22,304 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -56.9% | 21,994 | $6.1M |
| Boston Trust Walden Corp | 0.04% | Reduce -1.3% | 21,620 | $5.9M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +740.9% | 21,350 | $5.9M |
| American Century Companies Inc. | 0.00% | Add +34.7% | 21,279 | $5.9M |
| ING Groep NV | 0.03% | New | 21,076 | $5.8M |
| Pacer Advisors, Inc. | 0.01% | Add +12.6% | 20,465 | $5.6M |
| Voya Investment Management LLC | 0.01% | Reduce -63.6% | 20,256 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -36.4% | 19,897 | $5.5M |
| Mariner, LLC | 0.01% | Add +79.2% | 19,828 | $5.5M |
| Retirement Systems of Alabama | 0.02% | Reduce -3.3% | 19,813 | $5.5M |
| Hussman Strategic Advisors, Inc. | 1.13% | Add +28.6% | 18,900 | $5.2M |
| Callan Family Office, LLC | 0.16% | Reduce -6.7% | 18,740 | $5.2M |
| Amalgamated Bank | 0.03% | Reduce -4.4% | 17,702 | $4.9M |
| Forsta Ap-Fonden | 0.03% | Reduce -2.3% | 17,400 | $4.8M |
| DNB Asset Management AS | 0.02% | Reduce -0.6% | 17,352 | $4.8M |
| IFM Investors Pty Ltd | 0.04% | Reduce -4.9% | 17,203 | $4.7M |
| Fieldview Capital Management, LLC | 0.75% | New | 16,673 | $4.6M |
| Comerica Bank | 0.02% | Reduce -2.4% | 16,496 | $4.5M |
| KBC Group NV | 0.01% | Reduce -0.4% | 16,352 | $4.5M |
| Profund Advisors LLC | 0.15% | Add +17.8% | 16,335 | $4.5M |
| Harbor Advisors LLC | 0.68% | No change | 15,942 | $4.4M |
| Brevan Howard Capital Management LP | 0.06% | Add +50.6% | 15,888 | $4.4M |
| iA Global Asset Management Inc. | 0.06% | Add +1.8% | 15,820 | $4.4M |
| Exchange Traded Concepts, LLC | 0.04% | Add +704.0% | 15,317 | $4.2M |
| CenterBook Partners LP | 0.20% | Add +150.1% | 15,013 | $4.1M |
| DRW Securities, LLC | 0.21% | New | 14,955 | $4.1M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -2.6% | 14,900 | $4.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +10.8% | 14,824 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +245.3% | 14,717 | $4.1M |
| Utah Retirement Systems | 0.04% | Reduce -3.6% | 14,591 | $4.0M |
| USS Investment Management Ltd | 0.02% | No change | 14,578 | $4.0M |
| State of Alaska, Department of Revenue | 0.04% | Add +35.7% | 14,530 | $4.0M |
| Quantinno Capital Management LP | 0.01% | Reduce -39.6% | 14,493 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +4.8% | 14,441 | $4.0M |
| Creative Planning | 0.00% | Add +4.4% | 14,229 | $3.9M |
| S&co Inc. | 0.24% | Add +2.2% | 14,163 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +50.9% | 14,104 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.4% | 14,088 | $3.9M |
| Estate Counselors, LLC | 0.33% | New | 13,994 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.9% | 13,961 | $3.8M |
| Macquarie Group Ltd. | 0.00% | Reduce -7.9% | 13,815 | $3.8M |
| AXA Investment Managers S.A. | 0.01% | — | 13,712 | $3.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -15.3% | 13,703 | $3.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -86.1% | 13,500 | $3.7M |
| Capital International Sarl | 0.06% | Reduce -21.1% | 13,332 | $3.7M |
| Leonteq Securities AG | 0.20% | Add +361.9% | 13,330 | $3.7M |
| National Philanthropic Trust | 0.04% | Add +1.3% | 13,138 | $3.6M |
| Shelton Capital Management | 0.08% | Reduce -21.0% | 13,135 | $3.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -3.7% | 13,129 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -42.0% | 13,001 | $3.6M |
| Xponance LLC | 0.03% | Reduce -7.0% | 12,818 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.1% | 12,768 | $3.5M |
| Amica Mutual Insurance Co. | 0.32% | Reduce -40.0% | 12,679 | $3.5M |
| New York Life Investment Management LLC | 0.03% | Reduce -2.8% | 12,633 | $3.5M |
| Sona Asset Management (us) LLC | 0.44% | New | 12,500 | $3.4M |
| Group One Trading LLC | 0.10% | Add +232.0% | 12,408 | $3.4M |
| California First Leasing Corp. | 1.25% | Add +61.7% | 12,382 | $3.4M |
| Munich Reinsurance Co Stock Corp in Munich | 0.08% | — | 12,230 | $3.4M |
| PEAK6 LLC | 0.08% | Add +99.6% | 12,212 | $3.4M |
| Arax Advisory Partners | 0.05% | Add +2335.7% | 12,130 | $3.3M |
| Prelude Capital Management, LLC | 0.26% | New | 12,020 | $3.3M |
| III Capital Management | 0.85% | Add +41.2% | 12,000 | $3.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +36.7% | 11,708 | $3.2M |
| LRT Capital Management, LLC | 2.13% | Add +88.7% | 11,669 | $3.2M |
| Nordea Investment Management AB | 0.00% | Add +7.6% | 11,263 | $3.2M |
| Baader Bank Aktiengesellschaft | 0.26% | Reduce -3.4% | 11,558 | $3.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -5.6% | 11,473 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -23.7% | 11,209 | $3.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -16.7% | 11,232 | $3.1M |
| Bank of Nova Scotia | 0.01% | Add +13.7% | 11,211 | $3.1M |
| Janus Henderson Group PLC | 0.00% | No change | 11,204 | $3.1M |
| Highland Capital Management, LLC | 0.15% | Reduce -0.5% | 11,180 | $3.1M |
| Dark Forest Capital Management LP | 0.11% | Add +58.7% | 10,891 | $3.0M |
| Texas Yale Capital Corp. | 0.09% | No change | 10,612 | $2.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +29.5% | 10,604 | $2.9M |
| Linden Thomas Advisory Services, LLC | 0.29% | Add +3.3% | 10,356 | $2.8M |
| Public Sector Pension Investment Board | 0.01% | Add +8.6% | 10,200 | $2.8M |
| Aviance Capital Partners, LLC | 0.33% | Add +3.0% | 10,138 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +45.5% | 10,117 | $2.8M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -8.0% | 10,067 | $2.8M |
| OP Asset Management Ltd | 0.04% | Add +4.2% | 10,012 | $2.8M |
| Game Creek Capital, LP | 1.18% | New | 10,000 | $2.8M |
| Ardmore Road Asset Management LP | 0.18% | New | 10,000 | $2.8M |
| Blue Trust, Inc. | 0.03% | Reduce -0.0% | 9,907 | $2.7M |
| Nomura Holdings Inc. | 0.01% | New | 9,900 | $2.7M |
| Mubadala Investment Co PJSC | 0.01% | Reduce -6.4% | 9,702 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +28.2% | 9,838 | $2.7M |
| East Coast Asset Management, LLC. | 0.83% | Reduce -5.6% | 9,643 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -11.4% | 9,634 | $2.7M |
| Two Sigma Securities, LLC | 0.39% | Add +1760.5% | 9,507 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -20.5% | 9,368 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +260.6% | 9,283 | $2.6M |
| Norinchukin Bank, The | 0.03% | Reduce -4.0% | 9,058 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +73.0% | 8,752 | $2.4M |
| ASR Vermogensbeheer N.V. | 0.03% | Reduce -0.5% | 8,698 | $2.4M |
| DoubleLine ETF Adviser LP | 0.72% | Reduce -2.0% | 8,653 | $2.4M |
| Round Hill Asset Management | 1.56% | No change | 8,593 | $2.4M |
| Thrive Capital Management, LLC | 0.61% | Add +80.9% | 8,590 | $2.4M |
| Credit Agricole S A | 0.01% | — | 8,406 | $2.3M |
| Harvest Fund Management Co., Ltd | 0.10% | Add +0.9% | 8,383 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -25.2% | 8,210 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -77.8% | 8,125 | $2.2M |
| Peak Retirement Planning, Inc. | 0.62% | Add +115.5% | 8,027 | $2.2M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 7,962 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -50.0% | 7,803 | $2.1M |
| SummitTX Capital, L.P. | 0.09% | Add +53.5% | 7,738 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 7,573 | $2.1M |
| Westport Asset Management Inc. | 0.87% | No change | 7,559 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -16.3% | 7,218 | $2.0M |
| Polar Asset Management Partners Inc. | 0.06% | Reduce -19.2% | 7,100 | $2.0M |
| Morningstar Investment Management LLC | 0.07% | New | 6,816 | $1.9M |
| Avanza Fonder AB | 0.05% | No change | 6,596 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | Add +2.5% | 6,765 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +28.9% | 6,493 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -17.5% | 6,489 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +158.7% | 6,475 | $1.8M |
| Neo Ivy Capital Management | 0.43% | New | 6,436 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +170.7% | 6,390 | $1.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 19,120 | $1.7M |
| Empirical Finance, LLC | 0.08% | Add +0.8% | 6,248 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +7.1% | 6,001 | $1.7M |
| AIA Group Ltd | 0.03% | Add +275.6% | 5,870 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -31.6% | 5,864 | $1.6M |
| Mosaic Financial Group, LLC | 1.15% | Add +3.0% | 5,864 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +2.2% | 5,857 | $1.6M |
| Quantbot Technologies LP | 0.04% | Reduce -80.0% | 5,799 | $1.6M |
| Ritholtz Wealth Management | 0.03% | Add +71.1% | 5,732 | $1.6M |
| Glenmede Investment Management, LP | 0.01% | Reduce -34.3% | 5,722 | $1.6M |
| Optimize Financial Inc. | 0.81% | New | 5,660 | $1.6M |
| Vident Advisory, LLC | 0.01% | Reduce -37.9% | 5,590 | $1.5M |
| Kentucky Retirement Systems | 0.04% | Reduce -6.5% | 5,540 | $1.5M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | No change | 3,698 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -59.8% | 5,485 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -5.6% | 5,436 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.8% | 5,403 | $1.5M |
| Thompson Siegel & Walmsley LLC | 0.02% | New | 5,385 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 5,338 | $1.5M |
| Twin Tree Management, LP | 0.07% | Add +952.4% | 5,304 | $1.5M |
| Polianta Ltd | 0.60% | New | 5,300 | $1.5M |
| Power Wealth Management LLC | 0.52% | Add +7.7% | 5,220 | $1.4M |
| GTS Securities LLC | 0.05% | New | 5,020 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 5,012 | $1.4M |
| Prudential PLC | 0.01% | Add +46.3% | 4,914 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +69.3% | 4,839 | $1.3M |
| CastleKnight Management LP | 0.07% | Reduce -79.9% | 4,800 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -7.2% | 4,795 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +369.1% | 4,794 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +8.2% | 4,653 | $1.3M |
| Westpac Banking Corp. | 0.08% | Add +3063.3% | 4,650 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -79.1% | 4,628 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | New | 4,614 | $1.3M |
| Securian Asset Management, Inc. | 0.03% | Reduce -9.6% | 4,521 | $1.2M |
| Perpetual Ltd | 0.02% | New | 4,503 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -2.8% | 4,495 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Add +2.4% | 4,491 | $1.2M |
| Central Pacific Bank - Trust Division | 0.15% | Add +4.1% | 4,475 | $1.2M |
| GMO | 0.00% | Add +49.7% | 4,400 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -4.4% | 4,300 | $1.2M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -35.7% | 4,295 | $1.2M |
| Investment Management Corp of Ontario | 0.02% | Add +89.3% | 4,251 | $1.2M |
| 44 Wealth Management LLC | 0.40% | Reduce -2.8% | 4,241 | $1.2M |
| Generali Asset Management SPA SGR | 0.02% | Reduce -32.8% | 4,210 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -63.9% | 4,160 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Reduce -94.7% | 4,112 | $1.1M |
| Plato Investment Management Ltd | 0.08% | Add +48.2% | 4,141 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -67.2% | 4,033 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +2.2% | 4,012 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Add +40.5% | 3,999 | $1.1M |
| Walleye Capital LLC | 0.01% | Reduce -11.1% | 3,976 | $1.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.22% | Add +39.6% | 3,933 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -12.5% | 3,922 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | New | 3,891 | $1.1M |
| Freestone Grove Partners LP | 0.01% | Reduce -82.3% | 3,890 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -33.2% | 3,824 | $1.1M |
| Axq Capital, LP | 0.40% | New | 3,820 | $1.1M |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 3,810 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.5% | 3,797 | $1.0M |
| Westside Investment Management, Inc. | 0.17% | No change | 3,760 | $1.0M |
| Metis Global Partners, LLC | 0.02% | Reduce -7.4% | 3,728 | $1.0M |
| Vestcor Inc | 0.03% | Add +85.8% | 3,616 | $995K |
| China Universal Asset Management Co., Ltd. | 0.08% | Add +13.2% | 3,606 | $992K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -63.4% | 3,578 | $984K |
| Candriam S.C.A. | 0.01% | Reduce -40.4% | 3,512 | $966K |
| Winnacle Wealth LLC | 0.76% | Add +17395.0% | 3,499 | $966K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -46.0% | 3,471 | $955K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +34.0% | 3,240 | $891K |
| Allstate Corp. | 0.02% | New | 3,203 | $881K |
| Board of the Pension Protection Fund | 0.86% | Add +33.3% | 3,200 | $880K |
| Summit Trail Advisors, LLC | 0.01% | Add +14.9% | 3,181 | $875K |
| Siemens Fonds Invest GmbH | 0.05% | Reduce -2.1% | 3,124 | $859K |
| Waverly Advisors, LLC | 0.01% | Add +33.9% | 3,099 | $853K |
| GAMCO Investors | 0.01% | No change | 3,096 | $852K |
| Brighton Jones LLC | 0.02% | New | 3,093 | $851K |
| Arkadios Wealth Advisors | 0.02% | Add +33.8% | 3,072 | $845K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -95.8% | 3,023 | $832K |
| Clearstead Advisors, LLC | 0.01% | Add +26.3% | 3,016 | $830K |
| Fifth Third Bancorp | 0.00% | Reduce -14.6% | 3,007 | $827K |
| Horizon Investments, LLC | 0.01% | Add +88.2% | 2,992 | $823K |
| Graham Capital Management, L.P. | 0.04% | Reduce -52.5% | 2,975 | $818K |
| Millennium Management | 0.00% | Reduce -90.6% | 2,963 | $815K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -2.8% | 2,960 | $814K |
| M&T Bank Corp | 0.00% | Reduce -35.0% | 2,892 | $796K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 2,872 | $790K |
| Caprock Group, LLC | 0.02% | — | 2,967 | $788K |
| Ethic Inc. | 0.01% | Reduce -61.7% | 2,834 | $780K |
| PFG Investments, LLC | 0.04% | Add +46.0% | 2,827 | $778K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.7% | 2,820 | $776K |
| Brown Advisory Inc. | 0.00% | Reduce -16.3% | 2,816 | $775K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +227.9% | 3,171 | $772K |
| 111 Capital | 0.14% | Add +36.7% | 2,773 | $763K |
| Commerce Bank | 0.00% | Reduce -8.7% | 2,749 | $756K |
| Quantitative Investment Management, LLC | 0.10% | New | 2,741 | $754K |
| Limestone Investment Advisors LP | 0.35% | New | 2,731 | $751K |
| Weik Capital Management | 0.28% | Reduce -2.5% | 2,718 | $748K |
| Cohen Klingenstein LLC | 0.02% | No change | 2,700 | $743K |
| Hall Laurie J Trustee | 0.24% | No change | 2,695 | $741K |
| AlphaQuest LLC | 0.05% | Add +68.8% | 2,625 | $722K |
| Applied Finance Capital Management, LLC | 0.05% | Reduce -17.9% | 2,603 | $716K |
| Howard Capital Management, LLC | 0.01% | Reduce -0.2% | 2,561 | $705K |
| Brookstone Capital Management | 0.01% | Add +267.6% | 2,522 | $694K |
| Mufg Securities Americas Inc. | 0.04% | Add +18.4% | 2,505 | $689K |
| Forum Financial Management, LP | 0.01% | Add +48.6% | 2,478 | $682K |
| Squarepoint Ops LLC | 0.00% | Reduce -92.7% | 2,477 | $681K |
| Deseret Mutual Benefit Administrators | 0.27% | Add +27.6% | 2,359 | $649K |
| Shira Ridge Wealth Management | 0.27% | Reduce -1.3% | 2,354 | $648K |
| Boothbay Fund Management, LLC | 0.02% | Add +30.6% | 2,354 | $648K |
| Tempus Wealth Planning, LLC | 0.15% | New | 2,348 | $646K |
| Persistent Asset Partners Ltd | 0.47% | New | 2,341 | $644K |
| Sivia Capital Partners, LLC | 0.18% | New | 2,341 | $644K |
| Armstrong, Fleming & Moore, Inc | 0.31% | No change | 2,324 | $639K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -7.6% | 2,322 | $639K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -2.9% | 2,320 | $638K |
| Bessemer Group Inc. | 0.00% | Reduce -13.2% | 2,317 | $638K |
| HB Wealth Management, LLC | 0.00% | Add +20.7% | 2,300 | $633K |
| Krilogy Financial LLC | 0.02% | New | 2,804 | $631K |
| Heard Capital LLC | 0.03% | No change | 2,282 | $628K |
| &partners | 0.00% | Reduce -4.0% | 2,281 | $627K |
| Cidel Asset Management Inc. | 0.04% | Add +9.4% | 2,264 | $623K |
| Blueshift Asset Management, LLC | 0.19% | Add +11.8% | 2,251 | $619K |
| Sendero Wealth Management, LLC | 0.07% | Reduce -5.4% | 2,237 | $615K |
| Qtron Investments LLC | 0.08% | No change | 2,226 | $612K |
| Denali Advisors LLC | 0.07% | Reduce -4.2% | 2,209 | $608K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -72.7% | 2,179 | $599K |
| STF Management LP | 0.22% | Reduce -1.8% | 2,155 | $593K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -4.9% | 2,129 | $586K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +1.0% | 2,106 | $579K |
| ICICI Prudential Asset Management Co Ltd | 0.06% | Add +19.2% | 2,097 | $577K |
| Virtu Financial LLC | 0.03% | New | 2,064 | $568K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +4.3% | 2,019 | $555K |
| Rangeley Capital, LLC | 0.53% | New | 2,000 | $550K |
| LBP Am SA | 0.01% | New | 2,000 | $550K |
| Baxter Bros Inc. | 0.06% | Add +5.8% | 1,982 | $545K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +87.2% | 1,975 | $543K |
| Essential Partners LLC | 0.18% | Add +21811.1% | 1,972 | $543K |
| Foster & Motley Inc. | 0.03% | Add +54.0% | 1,967 | $541K |
| Vise Technologies, Inc. | 0.02% | Reduce -31.7% | 1,961 | $539K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -8.9% | 1,935 | $532K |
| Stance Capital LLC | 0.19% | Reduce -62.8% | 1,931 | $531K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -0.9% | 1,883 | $518K |
| Affinity Investment Advisors, LLC | 0.35% | Add +8.1% | 1,878 | $517K |
| Savant Capital, LLC | 0.00% | Add +4.3% | 1,837 | $505K |
| Fiduciary Alliance LLC | 0.03% | Reduce -7.2% | 1,831 | $504K |
| Quadrature Capital Ltd | 0.01% | New | 1,819 | $500K |
| Whalen Wealth Management Inc. | 0.29% | Add +57.5% | 1,783 | $490K |
| MUFG Securities EMEA plc | 0.01% | Add +526.1% | 1,778 | $489K |
| Mount Lucas Management LP | 0.22% | Reduce -2.8% | 1,776 | $489K |
| NorthRock Partners, LLC | 0.01% | Reduce -14.2% | 1,772 | $487K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -9.1% | 1,755 | $483K |
| Tema ETFs LLC | 0.04% | New | 1,741 | $479K |
| Greenleaf Trust | 0.00% | Reduce -24.3% | 1,729 | $476K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -24.4% | 1,728 | $475K |
| Cheviot Value Management, LLC | 0.05% | No change | 1,836 | $457K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +6.2% | 1,650 | $454K |
| MML Investors Services, LLC | 0.00% | Reduce -29.3% | 1,649 | $454K |
| NewEdge Advisors, LLC | 0.00% | Add +46.4% | 1,626 | $447K |
| GAMMA Investing LLC | 0.02% | Reduce -39.8% | 1,604 | $441K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -26.3% | 1,604 | $441K |
| Credit Capital Investments LLC | 0.49% | New | 1,600 | $440K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -58.8% | 1,570 | $432K |
| Prestige Wealth Management Group LLC | 0.08% | Reduce -2.8% | 1,528 | $420K |
| Panagora Asset Management Inc. | 0.00% | Reduce -1.8% | 1,496 | $412K |
| Vontobel Holding Ltd. | 0.00% | Reduce -33.4% | 1,494 | $411K |
| Centiva Capital, LP | 0.04% | New | 1,488 | $409K |
| Jones Financial Companies LLLP | 0.00% | Add +224.4% | 1,463 | $400K |
| Whittier Trust Co. | 0.00% | No change | 1,427 | $400K |
| Praxis Investment Management Inc. | 0.02% | Add +2.1% | 1,440 | $396K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.6% | 1,426 | $392K |
| Citizens Financial Group Inc. | 0.01% | Add +57.5% | 1,424 | $392K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,415 | $391K |
| Eos Management, L.P. | 0.15% | No change | 1,400 | $385K |
| SOL Capital Management CO | 0.03% | Add +84.2% | 1,400 | $385K |
| AlTi Global, Inc. | 0.01% | Reduce -3.5% | 1,367 | $376K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -0.9% | 1,323 | $364K |
| Shufro Rose & Co. LLC | 0.03% | No change | 979 | $361K |
| Chiron Capital Management, LLC | 0.31% | New | 1,306 | $359K |
| Keybank National Association | 0.00% | Reduce -3.9% | 1,303 | $358K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 1,302 | $358K |
| Marex Group Ltd | 0.00% | New | 1,297 | $357K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +49.1% | 1,275 | $351K |
| SYM FINANCIAL Corp | 0.04% | New | 1,274 | $350K |
| Stephens Inc. | 0.00% | Add +20.0% | 1,265 | $348K |
| Brooklyn Investment Group | 0.05% | Reduce -0.9% | 862 | $346K |
| CX Institutional | 0.01% | Add +17.4% | 1,254 | $345K |
| Pitcairn Co. | 0.03% | Reduce -30.7% | 1,248 | $343K |
| Advisory Services Network, LLC | 0.01% | Add +20.9% | 1,243 | $342K |
| Atria Investments, Inc | 0.00% | Reduce -51.0% | 1,241 | $341K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 1,225 | $336K |
| Humankind Investments LLC | 0.08% | Add +66.2% | 1,215 | $334K |
| Sanders Morris Harris LLC | 0.04% | New | 1,215 | $334K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 1,196 | $329K |
| IFP Advisors, Inc | 0.01% | Add +111.2% | 1,168 | $321K |
| ABN AMRO Bank N.V. | 0.00% | New | 1,169 | $321K |
| Argyle Capital Management, LLC | 0.11% | No change | 1,157 | $318K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 1,157 | $318K |
| Rothschild Investment LLC | 0.02% | Reduce -12.9% | 1,152 | $317K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,146 | $316K |
| Cambria Investment Management, L.P. | 0.02% | Add +71.7% | 1,145 | $315K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -24.3% | 1,132 | $311K |
| Amica Retiree Medical Trust | 0.42% | Reduce -39.9% | 1,127 | $310K |
| Trust Asset Management LLC | 0.02% | No change | 1,121 | $308K |
| BAM Wealth Management, LLC | 0.24% | — | 1,110 | $305K |
| Aspiriant, LLC | 0.01% | Reduce -10.1% | 1,109 | $305K |
| Cooper Financial Group | 0.03% | Reduce -12.3% | 1,105 | $304K |
| King Luther Capital Management Corp. | 0.00% | No change | 1,099 | $302K |
| Chemistry Wealth Management LLC | 0.06% | Add +44.9% | 1,082 | $298K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -64.7% | 1,082 | $298K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -4.5% | 1,072 | $295K |
| Bank of Hawaii | 0.01% | Add +1.0% | 1,051 | $289K |
| waypoint wealth counsel | 0.11% | New | 1,049 | $289K |
| Chicago Partners Investment Group LLC | 0.01% | Add +51.2% | 1,155 | $287K |
| Ballentine Partners, LLC | 0.00% | Reduce -18.7% | 1,042 | $287K |
| Evoke Wealth, LLC | 0.01% | Add +88.7% | 1,038 | $286K |
| BBR Partners, LLC | 0.02% | Add +0.1% | 1,034 | $284K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 2,525 | $278K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 991 | $273K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 981 | $270K |
| Sageworth Trust Co | 0.01% | New | 971 | $267K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -2.1% | 967 | $266K |
| Hudson Bay Capital Management LP | 0.00% | Add +38.4% | 955 | $263K |
| Fiduciary Trust Co | 0.00% | Reduce -2.0% | 937 | $258K |
| Ostrum Asset Management | 0.01% | Reduce -2.9% | 931 | $256K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.3% | 922 | $254K |
| Compound Planning, Inc. | 0.01% | Reduce -22.9% | 921 | $253K |
| Signaturefd, LLC | 0.00% | Reduce -28.2% | 913 | $251K |
| Trust Point Inc. | 0.02% | Add +20.7% | 911 | $251K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 610 | $250K |
| Bellecapital International Ltd. | 0.04% | No change | 904 | $249K |
| Savvy Advisors, Inc. | 0.01% | New | 899 | $247K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -23.3% | 894 | $246K |
| Cigna Investments Inc. | 0.03% | No change | 891 | $245K |
| Corton Capital Inc. | 0.60% | Reduce -28.8% | 882 | $243K |
| Composition Wealth, LLC | 0.00% | New | 874 | $240K |
| Sapient Capital LLC | 0.00% | Reduce -1.0% | 856 | $236K |
| Silverlake Wealth Management LLC | 0.06% | No change | 851 | $234K |
| Ascent Group, LLC | 0.01% | Reduce -44.3% | 846 | $233K |
| Means Investment Co., Inc. | 0.02% | No change | 844 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.3% | 840 | $231K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -38.9% | 829 | $228K |
| Meritage Portfolio Management | 0.01% | No change | 818 | $225K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -59.0% | 805 | $221K |
| MOKAN Wealth Management Inc. | 0.11% | New | 800 | $220K |
| Parcion Private Wealth LLC | 0.01% | New | 792 | $218K |
| Cohen Capital Management, Inc. | 0.03% | Reduce -24.3% | 784 | $216K |
| Allworth Financial LP | 0.00% | Add +47.1% | 781 | $215K |
| Principal Securities, Inc. | 0.00% | Reduce -18.5% | 773 | $213K |
| Intech Investment Management LLC | 0.00% | New | 772 | $212K |
| CSS LLC | 0.04% | New | 770 | $212K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -15.9% | 764 | $210K |
| Banco Santander, S.A. | 0.00% | Reduce -16.4% | 756 | $208K |
| Employees Retirement System of Texas | 0.00% | No change | 749 | $206K |
| Colonial River Investments, LLC | 0.08% | Add +48.6% | 746 | $205K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -64.8% | 744 | $205K |
| Kennondale Capital Management LLC | 0.16% | No change | 741 | $204K |
| Caerus Investment Advisors, LLC | 0.08% | New | 739 | $203K |
| Blair William & Co. | 0.00% | Reduce -8.7% | 731 | $201K |
| Quadrant Capital Group LLC | 0.01% | Reduce -54.8% | 723 | $199K |
| First Horizon Corp. | 0.01% | — | 716 | $197K |
| UMB Bank, n.a. | 0.00% | Reduce -41.5% | 700 | $193K |
| Huntington National Bank | 0.00% | Reduce -1.1% | 638 | $176K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -13.6% | 638 | $175K |
| CI Investments Inc. | 0.00% | Add +10.6% | 573 | $158K |
| S-Bank Fund Management Ltd | 0.02% | Reduce -1.2% | 573 | $158K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.8% | 559 | $154K |
| Quent Capital, LLC | 0.01% | Reduce -11.6% | 543 | $149K |
| Wealthspire Advisors, LLC | 0.00% | New | 528 | $145K |
| Penserra Capital Management LLC | 0.00% | Add +1.0% | 526 | $144K |
| North Star Investment Management Corp. | 0.01% | No change | 494 | $136K |
| Zions Bancorporation, National Association | 0.01% | Add +336.4% | 480 | $132K |
| Ameritas Advisory Services, LLC | 0.01% | Add +594.1% | 472 | $130K |
| Smartleaf Asset Management LLC | 0.01% | Add +15.9% | 466 | $129K |
| Western Pacific Wealth Management, LP | 0.12% | No change | 465 | $128K |
| Grove Bank & Trust | 0.01% | Reduce -0.5% | 428 | $118K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.3% | 397 | $109K |
| Parallel Advisors, LLC | 0.00% | Reduce -38.8% | 391 | $108K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +17.6% | 381 | $107K |
| MAI Capital Management | 0.00% | Reduce -45.4% | 384 | $106K |
| True Wealth Design, LLC | 0.03% | Add +3033.3% | 376 | $104K |
| Asset Dedication, LLC | 0.01% | Reduce -1.9% | 358 | $98K |
| Hantz Financial Services, Inc. | 0.00% | Add +117.1% | 317 | $87K |
| Atlantic Union Bankshares Corp | 0.00% | Add +418.3% | 311 | $86K |
| Brown Brothers Harriman & Co. | 0.00% | Add +100.7% | 291 | $80K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 291 | $80K |
| Covestor Ltd | 0.04% | Reduce -11.3% | 282 | $78K |
| Global Retirement Partners, LLC | 0.00% | Reduce -50.5% | 276 | $76K |
| CYBER HORNET ETFs LLC | 0.05% | Add +3.5% | 266 | $73K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 248 | $68K |
| CENTRAL TRUST Co | 0.00% | Reduce -47.0% | 223 | $61K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.5% | 209 | $57K |
| Pflug Koory, LLC | 0.03% | No change | 204 | $56K |
| Sentry Investment Management LLC | 0.04% | Reduce -33.0% | 205 | $56K |
| HM Payson & Co. | 0.00% | No change | 190 | $52K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -16.7% | 189 | $52K |
| Hanson & Doremus Investment Management | 0.01% | No change | 184 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $51K |
| Smithfield Trust Co | 0.00% | Reduce -10.1% | 187 | $50K |
| Concord Wealth Partners | 0.01% | Reduce -0.6% | 179 | $49K |
| Assetmark, Inc. | 0.00% | Reduce -72.3% | 178 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +5.0% | 167 | $46K |
| Johnson Financial Group, Inc. | 0.00% | Add +4.7% | 156 | $43K |
| Hemington Wealth Management | 0.01% | Reduce -4.4% | 153 | $42K |
| Caitlin John, LLC | 0.03% | New | 150 | $41K |
| Trust Co. of Vermont | 0.00% | No change | 150 | $41K |
| Spire Wealth Management | 0.00% | Reduce -5.1% | 150 | $41K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.7% | 139 | $38K |
| GW&K Investment Management, LLC | 0.00% | Add +1.5% | 139 | $38K |
| Mather Group, Llc. | 0.00% | New | 137 | $38K |
| Root Financial Partners, LLC | 0.00% | New | 137 | $38K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -14.0% | 135 | $37K |
| Clearstead Trust, LLC | 0.01% | Reduce -49.4% | 133 | $37K |
| Acadian Asset Management LLC | 0.00% | No change | 133 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $34K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 110 | $30K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 109 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 110 | $29K |
| Costello Asset Management, INC | 0.01% | No change | 100 | $28K |
| Webster Bank, N. A. | 0.00% | New | 100 | $28K |
| Ameriflex Group, Inc. | 0.01% | Reduce -35.1% | 96 | $26K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | Add +123.1% | 87 | $24K |
| Versant Capital Management, Inc | 0.00% | Reduce -62.5% | 86 | $24K |
| Larson Financial Group LLC | 0.00% | Reduce -23.4% | 85 | $23K |
| SBI Securities Co., Ltd. | 0.00% | Add +30.8% | 85 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.3% | 84 | $23K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -73.9% | 83 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 83 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 82 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | Add +24.2% | 82 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -7.1% | 79 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 79 | $22K |
| Private Trust Co. NA | 0.00% | Reduce -39.7% | 76 | $21K |
| Meeder Asset Management Inc. | 0.00% | Add +212.5% | 75 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | Add +335.3% | 74 | $20K |
| Rise Advisors, LLC | 0.01% | Add +7.3% | 73 | $20K |
| Ancora Advisors LLC | 0.00% | Reduce -1.4% | 73 | $20K |
| Heritage Wealth Advisors | 0.00% | No change | 72 | $20K |
| CoreCap Advisors, LLC | 0.00% | Reduce -12.5% | 70 | $19K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -87.0% | 70 | $19K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 69 | $19K |
| AXS Investments LLC | 0.01% | New | 67 | $18K |
| City Holding Co. | 0.00% | No change | 65 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 64 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 63 | $17K |
| Northwest Capital Management Inc | 0.02% | No change | 58 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 58 | $16K |
| DT Investment Partners, LLC | 0.00% | No change | 54 | $15K |
| Abich Financial Wealth Management LLC | 0.01% | — | 53 | $15K |
| ESL Trust Services, LLC | 0.00% | No change | 50 | $14K |
| Salomon & Ludwin, LLC | 0.00% | Add +113.0% | 49 | $14K |
| Investors Research Corp | 0.00% | No change | 48 | $13K |
| Quarry LP | 0.00% | New | 47 | $13K |
| Rakuten Securities, Inc. | 0.00% | Reduce -64.6% | 45 | $12K |
| Field & Main Bank | 0.00% | No change | 45 | $12K |
| Community Bank, N.A. | 0.00% | New | 44 | $12K |
| Cromwell Holdings LLC | 0.01% | Reduce -85.3% | 43 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 43 | $12K |
| TAM Capital Management Inc. | 0.01% | New | 3,103,456 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +32.3% | 41 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 40 | $11K |
| Colonial Trust Co / SC | 0.00% | Reduce -20.0% | 40 | $11K |
| CVA Family Office, LLC | 0.00% | Reduce -79.3% | 39 | $11K |
| Y.D. More Investments Ltd | 0.00% | New | 37 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.7% | 36 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +105.9% | 35 | $10K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -87.5% | 34 | $9K |
| Caldwell Trust Co | 0.00% | No change | 34 | $9K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 34 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -14.6% | 35 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -13.5% | 32 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 30 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 30 | $8K |
| Groupe la Francaise | 0.00% | New | 35 | $8K |
| Lanark Financial, Inc. | 0.00% | Reduce -99.5% | 29 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 28 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 28 | $8K |
| ORG Partners LLC | 0.00% | No change | 28 | $8K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 27 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -42.2% | 26 | $7K |
| WealthCollab, LLC | 0.00% | No change | 26 | $7K |
| LRI Investments, LLC | 0.00% | Reduce -86.7% | 26 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 24 | $7K |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 24 | $7K |
| Horizon Financial Services, LLC | 0.00% | Add +283.3% | 23 | $6K |
| Albion Financial Group | 0.00% | No change | 22 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -66.2% | 22 | $6K |
| MCF Advisors LLC | 0.00% | No change | 20 | $6K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $6K |
| Howard Hughes Medical Institute | 0.00% | No change | 20 | $6K |
| Financial Freedom, LLC | 0.00% | No change | 20 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 20 | $6K |
| Avion Wealth | 0.00% | Reduce -32.1% | 19 | $5K |
| Advanced Portfolio Management, LLC | 0.01% | New | 18 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -25.0% | 18 | $5K |
| Highline Wealth Partners LLC | 0.00% | Reduce -10.0% | 18 | $5K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -64.7% | 18 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 18 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.3% | 17 | $5K |
| S&T Bank | 0.00% | Add +700.0% | 16 | $4K |
| Peoples Financial Services Corp. | 0.00% | No change | 16 | $4K |
| Sagard Holdings Management Inc. | 0.02% | No change | 15 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -81.9% | 15 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 14 | $4K |
| Archer Investment Corp | 0.00% | No change | 14 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 13 | $4K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -42.9% | 12 | $3K |
| Abound Wealth Management | 0.00% | Reduce -14.3% | 12 | $3K |
| Fairman Group, LLC | 0.00% | No change | 12 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -7.7% | 12 | $3K |
| Kilter Group LLC | 0.00% | Reduce -54.2% | 11 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -63.3% | 11 | $3K |
| Alerus Financial NA | 0.00% | No change | 11 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 11 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $3K |
| Battery Global Advisors, LLC | 0.00% | No change | 10 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +400.0% | 10 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | New | 9 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 9 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 9 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -97.5% | 9 | $2K |
| North Capital, Inc. | 0.00% | Add +14.3% | 8 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 8 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 8 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 8 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +60.0% | 8 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -52.6% | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -62.5% | 6 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $2K |
| Aspect Partners, LLC | 0.00% | New | 6 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 6 | $2K |
| Sachetta, LLC | 0.00% | Reduce -72.7% | 6 | $2K |
| Guerra Advisors Inc | 0.00% | New | 6 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 6 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 6 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +50.0% | 6 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 5 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 5 | $1K |
| Activest Wealth Management | 0.00% | Reduce -70.6% | 5 | $1K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 5 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 4 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 4 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 4 | $1K |
| Binnacle Investments Inc | 0.00% | Add +100.0% | 4 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 4 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -42.9% | 4 | $1K |
| Nvwm, LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -66.7% | 4 | $1K |
| First PREMIER Bank | 0.00% | No change | 4 | $1K |
| Tsfg, LLC | 0.00% | No change | 3 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| PayPay Securities Corp | 0.03% | No change | 3 | $955 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 4 | $842 |
| Pacific Center for Financial Services | 0.00% | No change | 3 | $826 |
| JPL Wealth Management, LLC | 0.00% | New | 3 | $826 |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -62.5% | 3 | $826 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 3 | $825 |
| Cetera Trust Company, N.A | 0.00% | No change | 3 | $825 |
| Core Alternative Capital | 0.00% | No change | 3 | $825 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 3 | $825 |
| Anchor Investment Management, LLC | 0.00% | No change | 3 | $825 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $825 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $825 |
| Dunhill Financial, LLC | 0.00% | Reduce -66.7% | 3 | $701 |
| Seneschal Advisors, LLC | 0.00% | New | 2 | $551 |
| Financial Consulate, Inc. | 0.00% | New | 2 | $551 |
| TFC Financial Management, Inc. | 0.00% | Reduce -87.5% | 2 | $551 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $551 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 2 | $551 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 2 | $550 |
| Hara Capital LLC | 0.00% | No change | 2 | $550 |
| Texas Capital Bancshares Inc | 0.00% | New | 2 | $550 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $550 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -60.0% | 2 | $550 |
| Motco | 0.00% | No change | 2 | $550 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2 | $550 |
| Heartwood Wealth Advisors LLC | 0.00% | New | 2 | $550 |
| Key Financial Inc | 0.00% | Reduce -33.3% | 2 | $550 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -71.4% | 2 | $550 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $338 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $276 |
| SouthState Bank Corp | 0.00% | Reduce -97.1% | 1 | $276 |
| Palisade Asset Management, LLC | 0.00% | New | 1 | $276 |
| Evolution Wealth Management Inc. | 0.00% | New | 1 | $275 |
| Future Financial Wealth Managment LLC | 0.00% | No change | 1 | $275 |
| Davis Capital Management | 0.00% | — | 1 | $275 |
| United Financial Planning Group LLC | 0.00% | — | 1 | $275 |
| Kings Path Partners LLC | 0.00% | No change | 1 | $275 |
| Fortis Group Advisors, LLC | 0.00% | No change | 1 | $275 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $275 |
| Maseco LLP | 0.00% | No change | 1 | $275 |
"% 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.