Charter Communications Inc. Class ACHTR
13F holders, Q1 2026 (March 31)790holders −7
104new positions
113sold out
11famous investors
$215.93avg. 13F price*
At the end of Q1 2026, 790 institutions reported holding Charter Communications Inc. Class A (CHTR) in their 13F filings, down 7 from Q4 2025. 104 opened new positions and 113 sold out. The largest holders were Dodge & Cox ($3.2B), State Street Corp. ($1.8B) and BlackRock, Inc. ($1.5B). 11 famous investors held it, including Bill Nygren (1.2% of Harris Associates (Oakmark Funds)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $233.3M |
| Exits | 113 | $881.5M |
All 13F filers, Q4 2025 → Q1 2026: 9,112,967 shares bought and 9,715,572 shares sold, net −602,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 790 holders
| Dodge & Cox | 1.74% | Add +0.1% | 14,627,209 | $3.2B |
| State Street Corp. | 0.06% | Add +24.6% | 8,194,729 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 6,989,823 | $1.5B |
| Invesco Ltd. | 0.12% | Reduce -1.6% | 5,593,492 | $1.2B |
| Vanguard Capital Management LLC | 0.03% | — | 5,470,636 | $1.2B |
| Capital Research Global Investors | 0.18% | Add +9.9% | 5,293,545 | $1.1B |
| Harris Associates (Oakmark Funds) | 1.15% | Reduce -8.2% | 3,989,043 | $861.2M |
| Vanguard Portfolio Management LLC | 0.04% | — | 3,727,658 | $804.7M |
| First Eagle Investment Management, LLC | 1.31% | Add +20.6% | 3,580,160 | $772.9M |
| Franklin Resources Inc. | 0.14% | Add +2.5% | 2,645,023 | $571.0M |
| Geode Capital Management, LLC | 0.03% | Add +0.7% | 2,449,291 | $527.2M |
| Morgan Stanley | 0.03% | Add +31.6% | 1,939,463 | $418.7M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -5.3% | 1,701,162 | $367.4M |
| Goldman Sachs Group Inc. | 0.04% | Add +15.0% | 1,510,030 | $326.0M |
| JPMorgan Chase & Co. | 0.02% | Add +47.0% | 1,448,399 | $320.0M |
| UBS Group AG | 0.05% | Add +4.4% | 1,204,158 | $260.0M |
| Veritas Asset Management LLP | 4.07% | Reduce -26.8% | 1,113,053 | $240.3M |
| Capital International Investors | 0.05% | Reduce -61.9% | 1,001,011 | $216.1M |
| Lind Value II ApS | 44.86% | Add +51.5% | 936,751 | $202.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +7.1% | 908,766 | $196.2M |
| Northern Trust Corp. | 0.02% | Reduce -1.2% | 842,705 | $181.9M |
| Barclays PLC | 0.06% | Add +40.9% | 739,580 | $159.7M |
| Bank of America Corp. | 0.01% | Add +28.4% | 731,708 | $158.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +5.5% | 700,283 | $151.2M |
| Cryder Capital Partners LLP | 9.05% | No change | 641,694 | $138.5M |
| Allianz Asset Management GmbH | 0.14% | Reduce -17.6% | 571,045 | $123.3M |
| Rothschild & Co Wealth Management UK Ltd | 1.86% | Reduce -0.6% | 563,266 | $121.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.0% | 517,464 | $111.7M |
| AQR Capital Management | 0.05% | Reduce -51.3% | 515,218 | $111.2M |
| Deutsche Bank AG | 0.04% | Reduce -1.6% | 506,502 | $109.3M |
| Legal & General Group Plc | 0.03% | Reduce -2.9% | 505,135 | $109.0M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 480,982 | $103.8M |
| Royal Bank of Canada | 0.02% | Reduce -0.1% | 440,676 | $95.1M |
| State of Michigan Retirement System | 0.49% | Add +1547.5% | 431,582 | $93.2M |
| Long Focus Capital Management, LLC | 3.99% | Reduce -2.8% | 415,000 | $89.6M |
| Amundi | 0.02% | Reduce -11.9% | 387,379 | $83.6M |
| Wells Fargo & Company | 0.02% | Add +102.3% | 377,260 | $81.4M |
| Susquehanna International Group, LLP | 0.09% | Add +42.9% | 337,143 | $72.8M |
| Two Sigma Investments, LP | 0.06% | New | 302,190 | $65.2M |
| Citigroup Inc. | 0.04% | Add +17.9% | 289,316 | $62.5M |
| BNP Paribas Financial Markets | 0.04% | Reduce -10.0% | 286,032 | $61.7M |
| Thompson Siegel & Walmsley LLC | 1.08% | Add +175.1% | 282,089 | $60.9M |
| Nuveen, LLC | 0.02% | Reduce -0.2% | 271,220 | $58.6M |
| Sei Investments Co. | 0.05% | Add +79.2% | 250,497 | $54.1M |
| Swiss National Bank | 0.03% | Add +1.5% | 246,896 | $53.3M |
| Quaker Capital Investments, LLC | 11.36% | Add +84.4% | 215,077 | $46.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.0% | 210,787 | $45.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +2.9% | 204,942 | $44.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Reduce -46.2% | 203,334 | $43.9M |
| FMR LLC | 0.00% | Reduce -51.3% | 198,220 | $42.8M |
| Millennium Management | 0.03% | Reduce -14.9% | 191,931 | $41.4M |
| Vanguard Global Advisers, LLC | 0.02% | — | 188,158 | $40.6M |
| Greenstone Partners & Co., LLC | 9.52% | Add +3896.3% | 174,158 | $37.6M |
| ProShare Advisors LLC | 0.06% | Reduce -21.0% | 173,884 | $37.5M |
| Caledonia Investments PLC | 4.28% | No change | 169,700 | $36.6M |
| Woodline Partners LP | 0.14% | Add +1013.3% | 167,300 | $36.1M |
| Citadel Advisors | 0.03% | Reduce -50.7% | 164,228 | $35.5M |
| Rhumbline Advisers | 0.03% | Reduce -5.2% | 163,943 | $35.4M |
| National Pension Service | 0.03% | Add +404.4% | 163,565 | $35.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -43.3% | 161,124 | $34.8M |
| HSBC Holdings PLC | 0.02% | Reduce -18.4% | 154,015 | $33.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 153,926 | $33.2M |
| Triple Frond Partners LLC | 3.45% | No change | 153,725 | $33.2M |
| Ruane, Cunniff & Goldfarb L.P. | 0.55% | Reduce -57.9% | 152,563 | $32.9M |
| Jane Street Group, LLC | 0.04% | Add +323.6% | 152,520 | $32.9M |
| Eagle Capital Management LLC | 0.11% | Reduce -10.2% | 149,460 | $32.3M |
| Douglas Lane & Associates, LLC | 0.45% | Add +14.3% | 145,426 | $31.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 144,080 | $31.1M |
| Worldquant Millennium Advisors LLC | 0.11% | New | 130,488 | $28.2M |
| Kize Capital LP | 34.38% | Add +45.2% | 126,834 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 123,660 | $26.7M |
| California Public Employees Retirement System | 0.02% | Reduce -59.1% | 116,274 | $25.1M |
| California State Teachers Retirement System | 0.03% | Reduce -6.8% | 111,998 | $24.2M |
| Gotham Asset Management | 0.07% | Add +45.5% | 110,798 | $23.9M |
| Squarepoint Ops LLC | 0.05% | Add +1206.4% | 107,842 | $23.3M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -13.5% | 102,410 | $22.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +28.1% | 100,738 | $21.7M |
| First Trust Advisors LP | 0.02% | Add +17.9% | 100,487 | $21.7M |
| Alliancebernstein L.P. | 0.01% | Add +11.9% | 103,718 | $21.7M |
| D. E. Shaw & Co. | 0.02% | Reduce -21.8% | 98,920 | $21.4M |
| Mount Capital Ltd | 8.58% | No change | 98,661 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 95,821 | $20.7M |
| Susquehanna Portfolio Strategies, LLC | 0.31% | Add +212.5% | 95,499 | $20.6M |
| Natixis | 0.08% | Add +420.3% | 94,302 | $20.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +12.4% | 93,492 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Add +62.7% | 91,699 | $19.8M |
| Vontobel Holding Ltd. | 0.07% | Add +4854.4% | 91,211 | $19.7M |
| CIBC Bancorp USA Inc. | 0.03% | — | 87,397 | $18.9M |
| NEOS Investment Management LLC | 0.09% | Add +15.8% | 85,111 | $18.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.3% | 84,870 | $18.3M |
| Capital World Investors | 0.00% | Add +4469.7% | 83,945 | $18.1M |
| Walleye Trading LLC | 0.36% | Add +317.9% | 80,204 | $17.3M |
| South Dakota Investment Council | 0.33% | Add +14.9% | 79,428 | $17.1M |
| Exchange Traded Concepts, LLC | 0.13% | Add +166.8% | 78,717 | $17.0M |
| New York State Teachers Retirement System | 0.03% | Add +2.2% | 78,144 | $16.9M |
| Panagora Asset Management Inc. | 0.06% | Add +5050.6% | 77,053 | $16.6M |
| Aviva PLC | 0.03% | Reduce -2.1% | 75,225 | $16.2M |
| Schwerin Boyle Capital Management Inc. | 2.03% | New | 74,095 | $16.0M |
| Bank of Montreal | 0.01% | Reduce -14.8% | 73,505 | $15.9M |
| FIL Ltd | 0.01% | Add +0.7% | 72,761 | $15.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -6.9% | 72,545 | $15.7M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.0% | 69,251 | $14.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +69.5% | 67,273 | $14.5M |
| Jupiter Asset Management Ltd. | 0.08% | New | 66,672 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.7% | 66,140 | $14.3M |
| Meridiem Capital Partners LP | 0.93% | Add +14.9% | 65,340 | $14.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +10.8% | 64,636 | $14.0M |
| Simplex Trading, LLC | 0.42% | New | 62,565 | $13.5M |
| TAM Capital Management Inc. | 6.50% | Add +320.9% | 61,682 | $13.3M |
| DAVENPORT & Co LLC | 0.07% | Add +539.0% | 60,934 | $13.2M |
| First Manhattan Co. Llc. | 0.04% | Add +0.8% | 60,899 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +10.5% | 60,571 | $13.1M |
| CastleKnight Management LP | 0.61% | Add +458.3% | 60,300 | $13.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +4.2% | 60,057 | $13.0M |
| Rafferty Asset Management, LLC | 0.05% | Reduce -12.8% | 58,620 | $12.7M |
| Quinn Opportunity Partners LLC | 0.66% | Add +14.8% | 58,000 | $12.5M |
| Korea Investment CORP | 0.03% | Add +73.8% | 57,828 | $12.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -54.3% | 57,777 | $12.5M |
| Ossiam | 0.21% | Reduce -3.1% | 55,436 | $12.0M |
| Swedbank AB | 0.01% | Add +46.6% | 55,191 | $11.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.12% | Add +30.4% | 52,497 | $11.3M |
| Prudential Financial Inc. | 0.01% | Reduce -25.7% | 50,653 | $10.9M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +1.1% | 48,934 | $10.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -49.4% | 48,693 | $10.5M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -65.5% | 47,971 | $10.4M |
| LPL Financial LLC | 0.00% | Add +28.7% | 47,688 | $10.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.7% | 47,038 | $10.2M |
| Danske Bank A/S | 0.02% | Reduce -4.7% | 46,467 | $10.0M |
| State of Wisconsin Investment Board | 0.02% | Add +0.3% | 46,179 | $10.0M |
| Quantinno Capital Management LP | 0.02% | Add +54.3% | 45,828 | $9.9M |
| Advisors Asset Management, Inc. | 0.16% | Add +5.5% | 45,276 | $9.8M |
| Bridgewater Associates | 0.04% | Add +41.4% | 44,991 | $9.7M |
| Capco Asset Management, LLC | 2.63% | Reduce -0.9% | 44,619 | $9.6M |
| CIBC Asset Management Inc | 0.02% | Reduce -3.0% | 44,228 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +118.6% | 42,548 | $9.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -4.9% | 42,458 | $9.2M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 41,961 | $9.1M |
| SEB Asset Management AB | 0.04% | — | 41,536 | $9.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -31.3% | 41,055 | $8.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +2.9% | 39,454 | $8.5M |
| Davis-Rea LTD. | 2.19% | Add +4.2% | 38,838 | $8.4M |
| APG Asset Management N.V. | 0.03% | Reduce -3.8% | 44,680 | $8.4M |
| Altrinsic Global Advisors LLC | 0.30% | Reduce -5.1% | 38,648 | $8.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -10.4% | 38,621 | $8.3M |
| TD Asset Management Inc | 0.01% | Reduce -1.9% | 38,604 | $8.3M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -4.2% | 37,274 | $8.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +301.6% | 36,181 | $7.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +3.1% | 35,585 | $7.7M |
| Mn Services Vermogensbeheer B.V. | 0.05% | No change | 35,325 | $7.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 34,019 | $7.5M |
| National Bank of Canada | 0.01% | Reduce -58.3% | 34,132 | $7.4M |
| Guggenheim Capital LLC | 0.06% | Reduce -4.7% | 33,883 | $7.3M |
| KLP Kapitalforvaltning As | 0.03% | Add +1.0% | 33,244 | $7.2M |
| KBC Group NV | 0.02% | Add +125.7% | 32,948 | $7.1M |
| Aberdeen Group plc | 0.01% | Add +0.8% | 32,135 | $6.9M |
| Gateway Investment Advisers LLC | 0.08% | Add +12.6% | 31,893 | $6.9M |
| Cerity Partners LLC | 0.01% | Add +33.7% | 31,717 | $6.8M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.10% | Add +73.7% | 31,332 | $6.8M |
| Toronto Dominion Bank | 0.01% | Reduce -15.3% | 31,076 | $6.7M |
| LMR Partners LLP | 0.08% | Add +21.2% | 30,638 | $6.6M |
| Ensign Peak Advisors, Inc | 0.01% | Add +15.5% | 30,482 | $6.6M |
| Nissay Asset Management Corp. /Japan | 0.03% | Reduce -0.0% | 30,285 | $6.5M |
| Gabelli Funds LLC | 0.04% | Add +0.3% | 30,000 | $6.5M |
| Aquatic Capital Management LLC | 0.18% | New | 29,200 | $6.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -15.1% | 29,076 | $6.3M |
| Tidal Investments LLC | 0.02% | New | 28,835 | $6.2M |
| Sora Investors LLC | 0.57% | Reduce -50.6% | 28,571 | $6.2M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -8.2% | 28,515 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -1.4% | 27,377 | $5.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -6.2% | 27,395 | $5.9M |
| Jump Financial, LLC | 0.10% | Reduce -40.8% | 27,382 | $5.9M |
| Creative Planning | 0.00% | Add +20.9% | 27,232 | $5.9M |
| HBK Investments L P | 0.08% | Reduce -5.7% | 26,965 | $5.8M |
| Edgestream Partners, L.P. | 0.19% | New | 26,595 | $5.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -5.3% | 26,521 | $5.7M |
| GF Fund Management Co. LTD. | 0.10% | Reduce -2.9% | 26,520 | $5.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.0% | 24,955 | $5.4M |
| Banyan Capital Management, Inc. | 2.31% | Add +8.8% | 24,781 | $5.3M |
| California First Leasing Corp. | 1.71% | Add +100.1% | 24,772 | $5.3M |
| First American Trust, FSB | 0.35% | Add +15.2% | 24,374 | $5.3M |
| Tredje AP-fonden | 0.03% | New | 24,152 | $5.2M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -23.9% | 23,773 | $5.1M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -14.5% | 23,564 | $5.1M |
| Czech National Bank | 0.03% | Add +1.1% | 23,452 | $5.1M |
| Arizona State Retirement System | 0.03% | Reduce -6.2% | 22,857 | $4.9M |
| Hennessy Advisors Inc. | 0.17% | Reduce -3.5% | 22,100 | $4.8M |
| STRS Ohio | 0.02% | Reduce -0.2% | 21,957 | $4.7M |
| Handelsbanken Fonder AB | 0.02% | Reduce -10.3% | 21,659 | $4.7M |
| ING Groep NV | 0.03% | Add +5.5% | 21,521 | $4.6M |
| Tudor Investment Corporation | 0.02% | Add +140.5% | 21,160 | $4.6M |
| American Century Companies Inc. | 0.00% | Reduce -12.1% | 20,735 | $4.5M |
| Boston Trust Walden Corp | 0.04% | Reduce -1.3% | 20,711 | $4.5M |
| Rakuten Investment Management, Inc. | 0.01% | Add +8.4% | 20,161 | $4.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +72.0% | 20,449 | $4.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.0% | 20,059 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.6% | 20,048 | $4.3M |
| Callan Family Office, LLC | 0.10% | Add +187.5% | 19,894 | $4.3M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.08% | No change | 19,493 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 19,063 | $4.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.3% | 18,287 | $3.9M |
| IFM Investors Pty Ltd | 0.03% | No change | 18,187 | $3.9M |
| Group One Trading LLC | 0.13% | Reduce -36.2% | 18,040 | $3.9M |
| DNB Asset Management AS | 0.01% | Add +3.7% | 17,997 | $3.9M |
| Vident Advisory, LLC | 0.03% | Add +64.8% | 17,878 | $3.9M |
| Empowered Funds, LLC | 0.02% | Add +6.6% | 17,393 | $3.8M |
| Fifth Third Bancorp | 0.01% | Add +493.5% | 17,335 | $3.7M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | Add +3.4% | 17,260 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 16,682 | $3.6M |
| Encore Global Management, LP | 2.49% | — | 16,500 | $3.6M |
| Mediolanum International Funds Ltd | 0.04% | New | 15,763 | $3.5M |
| Stance Capital LLC | 1.67% | Add +87.5% | 15,962 | $3.4M |
| Storebrand Asset Management As | 0.01% | Reduce -24.1% | 15,920 | $3.4M |
| Pacific Capital Partners Ltd | 3.39% | New | 15,895 | $3.4M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +19.9% | 15,805 | $3.4M |
| WINTON GROUP Ltd | 0.12% | Add +475.5% | 15,723 | $3.4M |
| Public Sector Pension Investment Board | 0.01% | Add +20.7% | 15,634 | $3.4M |
| Aviance Capital Partners, LLC | 0.39% | Add +34.0% | 15,469 | $3.3M |
| Sanders Morris Harris LLC | 0.54% | New | 15,415 | $3.3M |
| Amalgamated Bank | 0.03% | Reduce -10.8% | 15,337 | $3.3M |
| iA Global Asset Management Inc. | 0.05% | Reduce -5.5% | 15,198 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +16.6% | 14,849 | $3.2M |
| Xponance LLC | 0.02% | Add +12.5% | 14,740 | $3.2M |
| Shelton Capital Management | 0.07% | Reduce -5.1% | 14,616 | $3.2M |
| OP Asset Management Ltd | 0.03% | Add +53.2% | 14,585 | $3.1M |
| USS Investment Management Ltd | 0.01% | No change | 14,578 | $3.1M |
| Meeder Asset Management Inc. | 0.18% | Add +30185.4% | 14,537 | $3.1M |
| Entropy Technologies, LP | 0.14% | Reduce -26.9% | 14,277 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.1% | 13,314 | $2.9M |
| Utah Retirement Systems | 0.03% | Reduce -7.2% | 13,301 | $2.9M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -72.3% | 13,216 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.6% | 13,090 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 13,024 | $2.8M |
| Baader Bank Aktiengesellschaft | 0.28% | Add +13.5% | 13,010 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Add +0.4% | 12,965 | $2.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.5% | 12,765 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.8% | 12,700 | $2.7M |
| Amica Mutual Insurance Co. | 0.24% | No change | 12,679 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -0.7% | 12,594 | $2.7M |
| Profund Advisors LLC | 0.10% | Reduce -16.4% | 12,515 | $2.7M |
| National Philanthropic Trust | 0.03% | Reduce -2.5% | 12,459 | $2.7M |
| Nordea Investment Management AB | 0.00% | Add +8.3% | 12,564 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +11.7% | 12,234 | $2.6M |
| III Capital Management | 1.08% | Add +33.8% | 12,045 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.8% | 12,030 | $2.6M |
| Pacer Advisors, Inc. | 0.01% | Reduce -38.5% | 11,953 | $2.6M |
| Bank of Nova Scotia | 0.00% | Reduce -17.2% | 11,933 | $2.6M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +20.5% | 11,716 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Add +1.3% | 11,620 | $2.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -26.3% | 11,594 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +42.6% | 11,567 | $2.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.2% | 11,464 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.8% | 11,453 | $2.5M |
| Donoghue Forlines LLC | 0.68% | New | 11,386 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Add +3.0% | 10,927 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.6% | 10,849 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -9.3% | 10,785 | $2.3M |
| Texas Yale Capital Corp. | 0.07% | No change | 10,612 | $2.3M |
| Linden Thomas Advisory Services, LLC | 0.22% | Add +8.2% | 10,592 | $2.3M |
| Cwm, LLC | 0.01% | Add +12.4% | 10,574 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +130.7% | 10,527 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +5.8% | 10,450 | $2.3M |
| Kerusso Capital Management LLC | 1.09% | New | 10,048 | $2.2M |
| Sona Asset Management (us) LLC | 0.12% | Reduce -25.9% | 10,000 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.2% | 9,882 | $2.1M |
| Norinchukin Bank, The | 0.02% | Add +2.3% | 9,744 | $2.1M |
| Avanza Fonder AB | 0.06% | No change | 9,717 | $2.1M |
| Allstate Corp. | 0.02% | Add +48.7% | 9,420 | $2.0M |
| Harvest Fund Management Co., Ltd | 0.09% | Reduce -3.2% | 9,353 | $2.0M |
| Macquarie Group Ltd. | 0.01% | Reduce -46.3% | 9,329 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.1% | 9,157 | $2.0M |
| Estate Counselors, LLC | 0.18% | New | 9,113 | $2.0M |
| Headlands Technologies LLC | 0.22% | Add +58.7% | 8,965 | $1.9M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | Reduce -2.0% | 8,802 | $1.9M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +1.8% | 8,775 | $1.9M |
| Morningstar Investment Management LLC | 0.12% | Add +8.6% | 8,770 | $1.9M |
| Harbor Advisors LLC | 0.27% | Reduce -45.1% | 8,744 | $1.9M |
| Man Group plc | 0.00% | Add +99.5% | 8,488 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 8,386 | $1.8M |
| Round Hill Asset Management | 1.17% | Reduce -0.6% | 8,244 | $1.8M |
| DoubleLine ETF Adviser LP | 0.67% | Reduce -39.7% | 8,173 | $1.8M |
| XTX Topco Ltd | 0.03% | Add +5.2% | 8,173 | $1.8M |
| Prudential PLC | 0.01% | Add +63.9% | 8,054 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -5.4% | 8,032 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -40.5% | 7,702 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +54.9% | 7,829 | $1.7M |
| Howard Capital Management, LLC | 0.03% | Add +194.7% | 7,717 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +20.6% | 7,654 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +168.8% | 7,473 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -69.1% | 7,573 | $1.6M |
| Westport Asset Management Inc. | 0.72% | No change | 7,559 | $1.6M |
| Osmosis Investment Management UK Ltd | 0.04% | Add +42.1% | 7,035 | $1.5M |
| Fayez Sarofim & Co | 0.00% | No change | 6,974 | $1.5M |
| Ontario Teachers Pension Plan Board | 0.04% | Add +18.1% | 6,897 | $1.5M |
| J. Safra Sarasin Holding AG | 0.02% | Add +81.0% | 6,756 | $1.5M |
| Credit Agricole S A | 0.00% | Reduce -60.3% | 6,750 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +10.4% | 6,524 | $1.4M |
| IMC-Chicago, LLC | 0.02% | New | 6,505 | $1.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | New | 6,496 | $1.4M |
| Vinva Investment Management Ltd | 0.02% | New | 6,335 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +11.2% | 6,471 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.03% | Add +43.6% | 6,453 | $1.4M |
| Schroder Investment Management Group | 0.00% | Reduce -79.0% | 6,262 | $1.4M |
| Farringdon Capital, Ltd. | 0.29% | New | 6,132 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -12.1% | 6,113 | $1.3M |
| Investment Management Corp of Ontario | 0.02% | Reduce -18.0% | 6,030 | $1.3M |
| Denali Advisors LLC | 0.14% | Add +110.6% | 5,915 | $1.3M |
| Mosaic Financial Group, LLC | 0.90% | Add +0.0% | 5,866 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +40.2% | 5,861 | $1.3M |
| Vestcor Inc | 0.03% | Add +8.4% | 5,857 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -6.4% | 5,808 | $1.3M |
| GMO | 0.00% | Add +31.8% | 5,800 | $1.3M |
| CSS LLC | 0.20% | Add +25.6% | 5,763 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 5,725 | $1.2M |
| Twin Tree Management, LP | 0.25% | New | 5,612 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +11.8% | 5,543 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +2.1% | 5,480 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +404.1% | 5,474 | $1.2M |
| Capital International, Inc. | 0.01% | Add +131.4% | 5,462 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.9% | 5,364 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +109.0% | 5,233 | $1.1M |
| Central Pacific Bank - Trust Division | 0.15% | Add +1.0% | 5,227 | $1.1M |
| Leonteq Securities AG | 0.07% | Reduce -48.6% | 5,215 | $1.1M |
| Mizuho Securities USA LLC | 0.03% | Reduce -18.8% | 5,206 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +6.4% | 5,177 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -70.3% | 5,117 | $1.1M |
| McKinney Capital Management, LLC | 0.94% | — | 5,064 | $1.1M |
| Choreo, LLC | 0.01% | Add +5.3% | 4,962 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -22.2% | 4,928 | $1.1M |
| Capital Asset Advisory Services LLC | 0.04% | New | 4,320 | $1.1M |
| Hartford Investment Management Co. | 0.03% | Reduce -3.7% | 4,888 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -57.6% | 4,650 | $1.0M |
| M&T Bank Corp | 0.00% | Add +15.5% | 4,582 | $990K |
| Deseret Mutual Benefit Administrators | 0.34% | Add +77.3% | 4,569 | $986K |
| Plato Investment Management Ltd | 0.07% | Add +0.6% | 4,536 | $980K |
| Candriam S.C.A. | 0.01% | Add +14.6% | 4,474 | $966K |
| Boothbay Fund Management, LLC | 0.02% | Add +33.4% | 4,473 | $966K |
| Qtron Investments LLC | 0.13% | New | 4,452 | $961K |
| Sanctuary Advisors, LLC | 0.01% | Add +11.3% | 4,431 | $957K |
| E Fund Management Co., Ltd. | 0.03% | — | 4,361 | $941K |
| Cornerstone Capital, Inc. | 0.09% | Reduce -1.5% | 4,350 | $939K |
| Generali Asset Management SPA SGR | 0.02% | Add +2.3% | 4,342 | $937K |
| Ieq Capital, LLC | 0.00% | Reduce -91.0% | 4,331 | $935K |
| Perigon Wealth Management, LLC | 0.02% | Add +15.6% | 4,322 | $933K |
| Neo Ivy Capital Management | 0.25% | Reduce -75.9% | 4,313 | $931K |
| New Mexico Educational Retirement Board | 0.03% | No change | 4,300 | $928K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.5% | 4,282 | $924K |
| Maryland State Retirement & Pension System | 0.02% | No change | 4,251 | $918K |
| Summit Trail Advisors, LLC | 0.01% | Add +38.8% | 4,239 | $915K |
| Ethic Inc. | 0.01% | Add +55.7% | 4,223 | $912K |
| Neuberger Berman Group LLC | 0.00% | Add +3.8% | 4,189 | $904K |
| Atlantic Union Bankshares Corp | 0.02% | Add +1227.0% | 4,127 | $891K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 4,085 | $882K |
| Affinity Investment Advisors, LLC | 0.55% | Add +17.5% | 4,054 | $875K |
| Abn Amro Investment Solutions | 0.01% | Add +11.2% | 3,992 | $862K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.1% | 3,977 | $860K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.8% | 3,901 | $842K |
| 44 Wealth Management LLC | 0.29% | Add +62.0% | 3,897 | $841K |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.3% | 3,891 | $840K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 3,810 | $823K |
| Winnacle Wealth LLC | 0.63% | Reduce -7.5% | 3,807 | $822K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Reduce -2.9% | 3,734 | $806K |
| Cidel Asset Management Inc. | 0.04% | Add +35.1% | 3,725 | $804K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.8% | 3,711 | $801K |
| Ground Swell Capital, LLC | 1.63% | New | 3,646 | $787K |
| Empirical Finance, LLC | 0.04% | Reduce -0.4% | 3,617 | $781K |
| China Universal Asset Management Co., Ltd. | 0.06% | Reduce -2.7% | 3,562 | $769K |
| MUFG Securities EMEA plc | 0.01% | Reduce -2.2% | 3,530 | $762K |
| Blackhawk Capital Partners, LLC | 0.28% | Add +124.0% | 3,521 | $760K |
| AG2R La Mondiale Gestion D'actifs | 0.03% | Reduce -12.8% | 3,465 | $748K |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 3,398 | $734K |
| Saxon Interests, Inc. | 0.25% | New | 3,355 | $724K |
| Brookstone Capital Management | 0.01% | Reduce -1.7% | 3,313 | $715K |
| Brooklyn Investment Group | 0.02% | Add +49.5% | 3,312 | $715K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.5% | 3,272 | $706K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.3% | 3,260 | $704K |
| Virtu Financial LLC | 0.03% | New | 3,245 | $700K |
| Personal Cfo Solutions, LLC | 0.09% | New | 3,124 | $674K |
| Marex Group Ltd | 0.01% | Add +1.1% | 3,106 | $671K |
| Saudi Central Bank | 0.01% | New | 3,105 | $670K |
| GAMCO Investors | 0.01% | Add +6.9% | 3,097 | $669K |
| Transcend Capital Advisors, LLC | 0.05% | Add +76.2% | 3,059 | $660K |
| Maverick Capital | 0.01% | Reduce -87.8% | 2,893 | $625K |
| GAMMA Investing LLC | 0.03% | Add +96.4% | 2,883 | $622K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 2,872 | $620K |
| Quantbot Technologies LP | 0.03% | Reduce -30.0% | 2,847 | $615K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.5% | 2,812 | $607K |
| Waverly Advisors, LLC | 0.00% | Reduce -8.9% | 2,809 | $606K |
| Nomura Holdings Inc. | 0.01% | Reduce -80.8% | 2,801 | $605K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +2.9% | 2,796 | $604K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.1% | 2,788 | $602K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 2,783 | $601K |
| V-Square Quantitative Management LLC | 0.06% | Add +3.9% | 2,768 | $598K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -2.0% | 2,755 | $595K |
| Talon Private Wealth, LLC | 0.08% | — | 2,752 | $594K |
| Cohen Klingenstein LLC | 0.02% | No change | 2,700 | $583K |
| Hall Laurie J Trustee | 0.20% | No change | 2,650 | $572K |
| Twin Capital Management Inc. | 0.07% | New | 2,640 | $570K |
| Merit Financial Group, LLC | 0.00% | Add +6.2% | 2,610 | $563K |
| Heard Capital LLC | 0.03% | No change | 2,602 | $562K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -36.2% | 2,590 | $559K |
| Marble Bar Asset Management LLP | 0.54% | New | 2,545 | $549K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -32.2% | 2,535 | $547K |
| Wbi Investments, LLC | 0.15% | New | 2,497 | $539K |
| Millington Securities, LLC | 0.15% | — | 2,497 | $539K |
| North Dakota State Investment Board | 0.02% | Reduce -19.1% | 2,445 | $528K |
| Metis Global Partners, LLC | 0.01% | Reduce -13.2% | 2,425 | $524K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.0% | 2,424 | $523K |
| PFG Investments, LLC | 0.02% | Add +25.0% | 2,404 | $519K |
| Benjamin Edwards Inc. | 0.01% | Add +121.5% | 2,394 | $517K |
| Bessemer Group Inc. | 0.00% | Add +38.8% | 2,384 | $515K |
| Mufg Securities Americas Inc. | 0.03% | Add +0.5% | 2,383 | $514K |
| Heritage Trust Co | 0.05% | New | 2,366 | $511K |
| Shira Ridge Wealth Management | 0.20% | No change | 2,365 | $511K |
| Daytona Street Capital LLC | 0.39% | Reduce -22.3% | 2,383 | $503K |
| Armstrong, Fleming & Moore, Inc | 0.21% | No change | 2,324 | $502K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 2,322 | $501K |
| MML Investors Services, LLC | 0.00% | Add +65.3% | 2,318 | $500K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.2% | 2,292 | $495K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -4.3% | 2,288 | $494K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +7.1% | 2,273 | $491K |
| Alps Advisors Inc. | 0.00% | New | 2,270 | $490K |
| &partners | 0.00% | Add +20.2% | 2,238 | $485K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,209 | $477K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,196 | $474K |
| Brown Advisory Inc. | 0.00% | Reduce -11.2% | 2,183 | $471K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,179 | $470K |
| Evolve Private Wealth, LLC | 0.02% | Add +43.9% | 2,147 | $463K |
| Two Sigma Securities, LLC | 0.05% | Reduce -52.0% | 2,114 | $456K |
| Integrated Wealth Concepts LLC | 0.00% | Add +27.0% | 2,113 | $456K |
| Intech Investment Management LLC | 0.00% | New | 2,109 | $455K |
| ICICI Prudential Asset Management Co Ltd | 0.05% | Add +1.1% | 2,098 | $453K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.9% | 2,079 | $449K |
| Vise Technologies, Inc. | 0.01% | No change | 2,125 | $444K |
| Rothschild Investment LLC | 0.02% | Add +62.9% | 2,027 | $438K |
| Chemistry Wealth Management LLC | 0.08% | Add +27.7% | 2,006 | $433K |
| Engineers Gate Manager LP | 0.01% | New | 2,004 | $433K |
| MYDA Advisors LLC | 0.10% | New | 2,000 | $432K |
| Volterra Technologies LP | 0.29% | New | 1,875 | $405K |
| Foster & Motley Inc. | 0.02% | No change | 1,863 | $402K |
| Mount Lucas Management LP | 0.14% | Add +3.1% | 1,814 | $392K |
| Fiduciary Alliance LLC | 0.02% | Reduce -3.1% | 1,763 | $388K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 1,780 | $384K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | New | 1,776 | $383K |
| Bull Harbor Capital LLC | 0.10% | — | 1,773 | $383K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -1.9% | 1,767 | $381K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 1,762 | $380K |
| Arkadios Wealth Advisors | 0.01% | Add +7.6% | 1,751 | $378K |
| Tema ETFs LLC | 0.03% | Add +0.4% | 1,744 | $376K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.3% | 1,654 | $357K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -12.6% | 1,650 | $356K |
| Cambria Investment Management, L.P. | 0.02% | Add +11.3% | 1,639 | $354K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,636 | $353K |
| Sendero Wealth Management, LLC | 0.04% | Reduce -3.1% | 1,635 | $353K |
| 111 Capital | 0.09% | Reduce -24.2% | 1,622 | $350K |
| Chiron Capital Management, LLC | 0.36% | — | 1,606 | $347K |
| Credit Capital Investments LLC | 0.31% | No change | 1,600 | $345K |
| Brown Brothers Harriman & Co. | 0.00% | Add +232.1% | 1,594 | $344K |
| Horizon Investments, LLC | 0.00% | Add +2.8% | 1,589 | $343K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -50.5% | 1,586 | $342K |
| CX Institutional | 0.01% | Add +3.9% | 1,574 | $340K |
| Erste Asset Management GmbH | 0.00% | No change | 1,520 | $336K |
| Coldstream Capital Management Inc. | 0.00% | Add +49.5% | 1,546 | $334K |
| Asahi Life Asset Management Co., LTD. | 0.22% | New | 1,542 | $333K |
| Ostrum Asset Management | 0.02% | Add +118.3% | 1,524 | $329K |
| TCW Group Inc. | 0.00% | Add +5.0% | 1,491 | $322K |
| Praxis Investment Management Inc. | 0.02% | No change | 1,440 | $311K |
| Savant Capital, LLC | 0.00% | Reduce -6.3% | 1,423 | $307K |
| Western Pacific Wealth Management, LP | 0.31% | No change | 1,412 | $305K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -11.1% | 1,386 | $299K |
| Hi-Line Capital Management, LLC | 0.09% | Reduce -4.1% | 1,369 | $296K |
| Baxter Bros Inc. | 0.04% | Reduce -11.0% | 1,365 | $295K |
| Farther Finance Advisors, LLC | 0.00% | Add +65.3% | 1,360 | $294K |
| Whittier Trust Co. | 0.00% | No change | 1,327 | $292K |
| Cooper Financial Group | 0.03% | Add +36.4% | 1,334 | $288K |
| IFP Advisors, Inc | 0.01% | Add +29.3% | 1,334 | $288K |
| Sagewood Asset Management LP | 0.09% | New | 1,330 | $287K |
| Catalyst Funds Management Pty Ltd | 0.05% | Reduce -62.0% | 1,323 | $286K |
| Weik Capital Management | 0.11% | Reduce -4.0% | 1,313 | $283K |
| Principal Securities, Inc. | 0.00% | New | 1,310 | $283K |
| Independent Advisor Alliance | 0.00% | Add +4.0% | 1,309 | $283K |
| Pure Financial Advisors, LLC | 0.00% | Add +16.4% | 1,299 | $280K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -70.2% | 1,285 | $277K |
| Oslo Pensjonsforsikring AS | 0.04% | — | 1,281 | $277K |
| Hantz Financial Services, Inc. | 0.00% | Add +122.5% | 1,275 | $275K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -37.3% | 1,256 | $271K |
| Teacher Retirement System of Texas | 0.00% | Reduce -57.3% | 1,254 | $271K |
| Commerce Bank | 0.00% | Reduce -22.1% | 1,253 | $270K |
| Sovran Advisors, LLC | 0.02% | Add +50.2% | 1,616 | $267K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -2.0% | 1,215 | $262K |
| Mirabella Financial Services LLP | 0.03% | New | 1,199 | $259K |
| Keybank National Association | 0.00% | Reduce -16.6% | 1,172 | $253K |
| Signaturefd, LLC | 0.00% | Add +44.0% | 1,161 | $251K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,158 | $250K |
| Argyle Capital Management, LLC | 0.08% | No change | 1,157 | $250K |
| Ballentine Partners, LLC | 0.00% | New | 1,146 | $247K |
| PEAK6 LLC | 0.01% | Reduce -89.1% | 1,146 | $247K |
| S&co Inc. | 0.02% | Reduce -72.8% | 1,128 | $243K |
| Aspiriant, LLC | 0.01% | Reduce -1.8% | 1,110 | $240K |
| Composition Wealth, LLC | 0.00% | New | 1,101 | $238K |
| King Luther Capital Management Corp. | 0.00% | No change | 1,099 | $237K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -2.8% | 1,083 | $234K |
| Trust Asset Management LLC | 0.02% | No change | 1,079 | $233K |
| Ascentis Wealth Management, LLC | 0.05% | Add +136.2% | 1,070 | $231K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.9% | 1,065 | $230K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +11.8% | 1,063 | $229K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -10.3% | 1,063 | $229K |
| Citizens Financial Group Inc. | 0.00% | Reduce -13.4% | 1,062 | $229K |
| Savvy Advisors, Inc. | 0.01% | Add +3.5% | 1,061 | $229K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -15.6% | 941 | $228K |
| Caxton Associates LLP | 0.01% | New | 1,056 | $228K |
| Private Advisor Group, LLC | 0.00% | Reduce -56.2% | 1,049 | $226K |
| Florida Financial Advisors, LLC | 0.05% | Reduce -18.3% | 1,048 | $226K |
| Portside Wealth Group, LLC | 0.03% | New | 1,048 | $226K |
| Pursuit Wealth Strategies, LLC | 0.31% | New | 1,047 | $226K |
| Advisory Services Network, LLC | 0.00% | New | 1,047 | $226K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,041 | $225K |
| Legato Capital Management LLC | 0.02% | New | 1,039 | $224K |
| Bank of Hawaii | 0.01% | No change | 1,039 | $224K |
| Viewpoint Investment Partners Corp. | 0.10% | Add +16.7% | 1,400 | $221K |
| Quadrant Capital Group LLC | 0.01% | Reduce -74.5% | 1,019 | $220K |
| Elser Financial Planning, Inc | 0.01% | New | 1,001 | $214K |
| Fiduciary Trust Co | 0.00% | Reduce -2.7% | 978 | $211K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 977 | $211K |
| Athena Wealth Management, LLC | 0.17% | New | 971 | $210K |
| Parallel Advisors, LLC | 0.00% | Add +146.2% | 965 | $208K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.5% | 958 | $207K |
| Krilogy Financial LLC | 0.01% | Reduce -70.3% | 864 | $204K |
| GTS Securities LLC | 0.01% | Reduce -74.3% | 942 | $203K |
| Sivia Capital Partners, LLC | 0.04% | Reduce -25.3% | 928 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.5% | 895 | $193K |
| Allworth Financial LP | 0.00% | Add +5.2% | 836 | $180K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -12.1% | 792 | $171K |
| EFG International AG | 0.00% | Reduce -5.5% | 784 | $170K |
| Atlas Capital Advisors Inc. | 0.02% | Add +2.7% | 720 | $155K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | New | 700 | $151K |
| Weitz Investment Management, Inc. | 0.01% | No change | 650 | $140K |
| UMB Bank, n.a. | 0.00% | Reduce -34.8% | 638 | $138K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 638 | $138K |
| Westside Investment Management, Inc. | 0.02% | Reduce -84.7% | 514 | $111K |
| Kelleher Financial Advisors | 0.03% | New | 270 | $110K |
| Penserra Capital Management LLC | 0.00% | Add +3.0% | 515 | $110K |
| North Star Investment Management Corp. | 0.01% | Add +1.0% | 508 | $110K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.05% | No change | 473 | $102K |
| McMillan Office, Inc. | 0.01% | No change | 465 | $100K |
| Huntington National Bank | 0.00% | Reduce -9.2% | 444 | $96K |
| Quent Capital, LLC | 0.01% | Reduce -8.4% | 436 | $94K |
| MAI Capital Management | 0.00% | Add +49.6% | 419 | $90K |
| Grove Bank & Trust | 0.01% | Reduce -2.6% | 417 | $90K |
| Westpac Banking Corp. | 0.01% | Reduce -92.3% | 417 | $90K |
| Clearstead Advisors, LLC | 0.00% | Reduce -34.4% | 379 | $82K |
| Covestor Ltd | 0.05% | Reduce -23.6% | 366 | $79K |
| Basecamp Wealth Advisors LLC | 0.02% | Reduce -3.2% | 365 | $79K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.2% | 363 | $78K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -98.7% | 346 | $75K |
| Opal Wealth Advisors, LLC | 0.02% | New | 338 | $73K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.9% | 319 | $71K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +39.1% | 313 | $68K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.4% | 281 | $62K |
| AlphaCentric Advisors LLC | 0.06% | Add +3.4% | 271 | $59K |
| Caitlin John, LLC | 0.03% | Reduce -14.8% | 260 | $56K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +189.9% | 258 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.6% | 252 | $54K |
| Bayforest Capital Ltd | 0.06% | Add +12400.0% | 250 | $54K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -16.1% | 244 | $53K |
| CYBER HORNET ETFs LLC | 0.03% | Reduce -13.2% | 243 | $53K |
| Zions Bancorporation, National Association | 0.00% | Reduce -81.3% | 233 | $50K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.3% | 231 | $50K |
| Asset Dedication, LLC | 0.00% | Reduce -27.3% | 226 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Add +17.3% | 217 | $47K |
| Pflug Koory, LLC | 0.02% | No change | 204 | $44K |
| Versant Capital Management, Inc | 0.00% | Add +132.1% | 188 | $41K |
| Hanson & Doremus Investment Management | 0.00% | No change | 184 | $40K |
| CVA Family Office, LLC | 0.00% | Add +340.5% | 185 | $40K |
| Manchester Capital Management LLC | 0.01% | Reduce -1.6% | 184 | $40K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.02% | New | 177 | $38K |
| LRI Investments, LLC | 0.00% | New | 176 | $38K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 170 | $37K |
| Altshuler Shaham Ltd | 0.00% | Add +37.2% | 166 | $36K |
| Harbour Investments, Inc. | 0.00% | Add +37.8% | 164 | $35K |
| Spire Wealth Management | 0.00% | Reduce -8.5% | 161 | $35K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +236.2% | 158 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +12.2% | 156 | $34K |
| Arax Advisory Partners | 0.00% | Reduce -58.7% | 166 | $32K |
| GW&K Investment Management, LLC | 0.00% | Add +1.4% | 140 | $30K |
| Acadian Asset Management LLC | 0.00% | No change | 133 | $28K |
| Sound Income Strategies, LLC | 0.00% | No change | 128 | $28K |
| Essential Partners LLC | 0.01% | Reduce -81.6% | 127 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $27K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 116 | $25K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 110 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Add +36.7% | 108 | $24K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 109 | $24K |
| MCF Advisors LLC | 0.00% | Add +86.2% | 108 | $23K |
| Alphadyne Asset Management LP | 0.00% | Reduce -97.3% | 107 | $23K |
| Johnson Financial Group, Inc. | 0.00% | No change | 105 | $23K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 103 | $22K |
| Southern Michigan Bank & Trust | 0.01% | — | 100 | $22K |
| Costello Asset Management, INC | 0.01% | No change | 100 | $22K |
| CENTRAL TRUST Co | 0.00% | Reduce -45.9% | 98 | $21K |
| Clearstead Trust, LLC | 0.00% | Reduce -20.3% | 98 | $21K |
| Smithfield Trust Co | 0.00% | No change | 95 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.0% | 94 | $20K |
| Wilkerson Advisory Group LLC | 0.01% | Add +114.0% | 92 | $20K |
| Activest Wealth Management | 0.00% | Add +46.0% | 92 | $20K |
| Root Financial Partners, LLC | 0.00% | Add +129.7% | 85 | $18K |
| Private Trust Co. NA | 0.00% | Reduce -11.7% | 83 | $18K |
| St Germain D J Co. Inc. | 0.00% | No change | 83 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 82 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -1.2% | 80 | $17K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 79 | $17K |
| MV Capital Management, Inc. | 0.00% | Add +125.7% | 79 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 79 | $17K |
| Mather Group, Llc. | 0.00% | New | 76 | $16K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.7% | 73 | $16K |
| Ancora Advisors LLC | 0.00% | Reduce -24.0% | 73 | $16K |
| Heritage Wealth Advisors | 0.00% | No change | 72 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.4% | 71 | $15K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 69 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 69 | $15K |
| City Holding Co. | 0.00% | No change | 65 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -20.7% | 65 | $14K |
| Barrett & Company, Inc. | 0.00% | Reduce -33.0% | 65 | $14K |
| Salem Investment Counselors Inc. | 0.00% | New | 64 | $14K |
| Raiffeisen Bank International AG | 0.00% | New | 62 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 63 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.8% | 60 | $13K |
| True Wealth Design, LLC | 0.00% | Reduce -80.2% | 58 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 58 | $13K |
| Wall Street Financial Group, Inc. | 0.01% | New | 55 | $12K |
| Fortitude Family Office, LLC | 0.00% | Add +139.1% | 55 | $12K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -22.5% | 55 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +26.8% | 52 | $11K |
| Rossby Financial, LCC | 0.00% | Add +30.8% | 51 | $11K |
| Kilter Group LLC | 0.00% | Add +54.5% | 51 | $11K |
| ESL Trust Services, LLC | 0.00% | No change | 50 | $11K |
| Sankala Group LLC | 0.01% | No change | 48 | $10K |
| Financial Consulate, Inc. | 0.00% | Add +60.0% | 48 | $10K |
| Ameriflex Group, Inc. | 0.01% | No change | 48 | $10K |
| Field & Main Bank | 0.00% | No change | 45 | $10K |
| First Horizon Corp. | 0.00% | No change | 45 | $10K |
| TD Private Client Wealth LLC | 0.00% | Reduce -37.5% | 45 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 43 | $9K |
| Lanark Financial, Inc. | 0.00% | Add +48.3% | 43 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 42 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 40 | $9K |
| Rakuten Securities, Inc. | 0.00% | Reduce -31.0% | 40 | $9K |
| DT Investment Partners, LLC | 0.00% | No change | 39 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | New | 39 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Add +6.1% | 35 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.7% | 45 | $7K |
| Caldwell Trust Co | 0.00% | No change | 34 | $7K |
| Sachetta, LLC | 0.00% | Add +266.7% | 33 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.3% | 32 | $7K |
| Vanguard National Trust Co | 0.00% | — | 32 | $7K |
| Montag A & Associates Inc. | 0.00% | No change | 30 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +66.7% | 30 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 30 | $6K |
| Red Tortoise LLC | 0.00% | No change | 30 | $6K |
| AXS Investments LLC | 0.00% | Reduce -37.5% | 30 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Add +26.1% | 29 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -22.2% | 28 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 28 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 28 | $6K |
| SHP Wealth Management | 0.00% | Add +86.7% | 28 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +92.9% | 27 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 27 | $6K |
| Horizon Financial Services, LLC | 0.00% | Add +316.7% | 25 | $5K |
| Prosperity Bancshares Inc | 0.00% | New | 24 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 24 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +200.0% | 24 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 24 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +187.5% | 23 | $5K |
| Albion Financial Group | 0.00% | No change | 22 | $5K |
| HM Payson & Co. | 0.00% | Add +10.0% | 22 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 20 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 20 | $4K |
| Colonial Trust Advisors | 0.00% | New | 20 | $4K |
| Avion Wealth | 0.00% | Add +83.3% | 22 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 18 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 18 | $4K |
| Cromwell Holdings LLC | 0.00% | Reduce -62.2% | 17 | $4K |
| Clayton Financial Group LLC | 0.00% | Add +183.3% | 17 | $4K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 17 | $4K |
| Wealth Science Advisors LLC | 0.00% | New | 17 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +77.8% | 16 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -57.9% | 16 | $3K |
| Peoples Financial Services Corp. | 0.00% | No change | 16 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 16 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +200.0% | 21 | $3K |
| Abound Wealth Management | 0.00% | Add +15.4% | 15 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +66.7% | 15 | $3K |
| WealthCollab, LLC | 0.00% | No change | 14 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 14 | $3K |
| Archer Investment Corp | 0.00% | No change | 14 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 13 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 13 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 13 | $3K |
| Fairman Group, LLC | 0.00% | No change | 12 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +1100.0% | 12 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $3K |
| Center for Financial Planning, Inc. | 0.00% | New | 12 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -42.9% | 12 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 12 | $3K |
| Alerus Financial NA | 0.00% | No change | 11 | $2K |
| Portus Wealth Advisors, LLC | 0.00% | New | 10 | $2K |
| Battery Global Advisors, LLC | 0.00% | No change | 10 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 10 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -56.7% | 13 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +350.0% | 9 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 9 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -52.6% | 9 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +300.0% | 8 | $2K |
| 2UniFi Bank | 0.00% | No change | 8 | $2K |
| Nvwm, LLC | 0.00% | Add +60.0% | 8 | $2K |
| NBT Bank, N.A. | 0.00% | New | 8 | $2K |
| Osbon Capital Management LLC | 0.00% | No change | 7 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 7 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 7 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 7 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $1K |
| High Note Wealth, LLC | 0.00% | New | 6 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 6 | $1K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 6 | $1K |
| Anchor Investment Management, LLC | 0.00% | Add +100.0% | 6 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 6 | $1K |
| Wolff Wiese Magana LLC | 0.00% | New | 5 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +400.0% | 5 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 5 | $1K |
| CrossGen Wealth, LLC | 0.00% | No change | 5 | $1K |
| CGC Financial Services, LLC | 0.00% | No change | 5 | $1K |
| Destiny Wealth Partners, LLC | 0.00% | New | 5 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 5 | $1K |
| First PREMIER Bank | 0.00% | No change | 4 | $1K |
| Tsfg, LLC | 0.00% | No change | 3 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 4 | $1K |
| PayPay Securities Corp | 0.03% | Reduce -33.3% | 4 | $944 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 4 | $866 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $864 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $864 |
| Evergreen Advisors, LLC | 0.00% | New | 4 | $864 |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 4 | $864 |
| Washington Trust Advisors, Inc. | 0.00% | New | 4 | $864 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $756 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $713 |
| Cornerstone National Bank & Trust Co | 0.00% | New | 3 | $649 |
| Community Financial Services Group, LLC | 0.00% | New | 3 | $649 |
| Investors Portfolio Services LLC | 0.00% | No change | 3 | $648 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 3 | $648 |
| Cetera Trust Company, N.A | 0.00% | No change | 3 | $648 |
| TopTier Wealth Management, LLC | 0.00% | New | 3 | $648 |
| Olistico Wealth, LLC | 0.00% | No change | 3 | $648 |
| Pacific Center for Financial Services | 0.00% | No change | 3 | $648 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -72.7% | 3 | $648 |
| Synergy Investment Management, LLC | 0.00% | New | 3 | $648 |
| Vision Retirement, LLC | 0.00% | New | 3 | $648 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 3 | $648 |
| MBM Wealth Consultants, LLC | 0.00% | New | 3 | $648 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $648 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $648 |
| Centiva Capital, LP | 0.00% | Reduce -99.9% | 3 | $648 |
| Walsh & Associates, LLC | 0.00% | No change | 2 | $432 |
| Hara Capital LLC | 0.00% | No change | 2 | $432 |
| Key Financial Inc | 0.00% | No change | 2 | $432 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $432 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $432 |
| Kingdom Financial Group LLC. | 0.00% | New | 2 | $432 |
| JPL Wealth Management, LLC | 0.00% | New | 2 | $432 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -75.0% | 2 | $432 |
| Curio Wealth, LLC | 0.00% | New | 2 | $432 |
| Trust Co. of Toledo NA | 0.00% | New | 2 | $432 |
| Motco | 0.00% | No change | 2 | $432 |
| Golden State Wealth Management, LLC | 0.00% | No change | 2 | $432 |
| Maseco LLP | 0.00% | New | 2 | $432 |
| MidFirst Bank | 0.00% | Add +100.0% | 2 | $432 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $216 |
| WPG Advisers, LLC | 0.00% | No change | 1 | $216 |
| Davis Capital Management | 0.00% | No change | 1 | $216 |
| Main Street Group, LTD | 0.00% | New | 1 | $216 |
| Kings Path Partners LLC | 0.00% | No change | 1 | $216 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $216 |
| United Financial Planning Group LLC | 0.00% | No change | 1 | $216 |
| Clark Wealth Partners | 0.00% | New | 1 | $216 |
| First Command Advisory Services, Inc. | 0.00% | No change | 1 | $216 |
| Triumph Capital Management | 0.00% | Reduce -50.0% | 1 | $216 |
| Fortis Group Advisors, LLC | 0.00% | No change | 1 | $216 |
| Napier Financial, LLC | 0.00% | New | 1 | $216 |
"% 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.