CumminsCMI

13F holders, Q1 2024 (March 31)
1,368holders
9famous investors
$294.58avg. 13F price*

At the end of Q1 2024, 1,368 institutions reported holding Cummins Inc. (CMI) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.9B), BlackRock Inc. ($3.4B) and T. Rowe Price Associates Inc. ($2.3B). 9 famous investors held it, including Chris Bloomstran (2.2% of Semper Augustus Investments's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Cummins Inc.
Sector
Industrials
CUSIP
231021106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,368Q1 2024Q2 2024: 1,390Q2 2024Q3 2024: 1,428Q3 2024Q4 2024: 1,555Q4 2024Q1 2025: 1,569Q1 2025Q2 2025: 1,562Q2 2025Q3 2025: 1,684Q3 2025Q4 2025: 1,879Q4 2025Q1 2026: 1,968Q1 2026Q2 2026: 2,109Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions126$340.2M
Exits131$342.0M

Ownership 1,368 holders

Vanguard Group Inc. 0.10% Reduce -6.1% 16,670,593 $4.9B
BlackRock Inc. 0.08% Add +0.4% 11,567,479 $3.4B
T. Rowe Price Associates Inc. 0.29% Add +8.2% 7,948,413 $2.3B
State Street Corp. 0.08% Reduce -4.1% 6,071,218 $1.8B
Geode Capital Management, LLC 0.09% Add +2.9% 3,260,093 $960.1M
Fisher Asset Management 0.37% Add +4.5% 2,703,124 $796.5M
Morgan Stanley 0.05% Reduce -0.7% 2,064,636 $608.3M
First Eagle Investment Management, LLC 1.34% Add +0.1% 1,998,677 $588.9M
Public Investment Fund 2.95% No change 1,800,301 $530.5M
Ameriprise Financial Inc. 0.14% Add +1.7% 1,732,341 $510.5M
Dimensional Fund Advisors LP 0.13% Reduce -0.3% 1,669,561 $491.9M
Northern Trust Corp. 0.08% Reduce -6.2% 1,626,824 $479.3M
Stifel Financial Corp. 0.52% Reduce -0.6% 1,556,340 $458.6M
Pacer Advisors, Inc. 1.02% Add +12515.6% 1,461,899 $430.7M
Legal & General Group Plc 0.12% Add +2.8% 1,422,559 $419.2M
Hotchkis & Wiley Capital Management LLC 1.36% Reduce -1.0% 1,383,784 $407.7M
Ontario Teachers Pension Plan Board 3.78% Reduce -3.8% 1,376,086 $405.5M
LSV Asset Management 0.81% Reduce -6.8% 1,323,621 $390.0M
Norges Bank 0.06% Add +1.6% 1,267,643 $373.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -4.4% 1,205,841 $355.3M
Bank of America Corp. 0.03% Reduce -1.2% 1,134,329 $334.2M
First Trust Advisors LP 0.34% Add +170.5% 1,122,760 $330.8M
Royal Bank of Canada 0.08% Add +5.0% 1,086,422 $320.1M
Marshfield Associates 6.28% Reduce -0.1% 1,039,422 $306.3M
Principal Financial Group Inc. 0.18% Reduce -2.1% 1,027,595 $302.8M
Bank of New York Mellon Corp 0.05% Reduce -7.0% 922,602 $271.8M
Nordea Investment Management AB 0.32% Add +5.6% 911,720 $268.5M
Charles Schwab Investment Management Inc. 0.06% Reduce -1.4% 843,722 $248.6M
UBS Group AG 0.08% Add +41.9% 822,412 $242.3M
Goldman Sachs Group Inc. 0.05% Reduce -32.5% 822,012 $242.2M
JPMorgan Chase & Co. 0.02% Add +47.7% 748,613 $220.6M
Two Sigma Investments, LP 0.55% Add +469.9% 736,105 $216.9M
FMR LLC 0.01% Reduce -2.3% 730,113 $215.1M
Two Sigma Advisers, LP 0.49% Add +268.8% 718,741 $211.8M
Invesco Ltd. 0.05% Reduce -4.3% 718,644 $211.7M
Loomis Sayles & Co. L P 0.28% Reduce -3.8% 675,615 $199.1M
American Century Companies Inc. 0.12% Reduce -9.6% 655,402 $193.1M
Envestnet Asset Management Inc. 0.07% Add +3.1% 632,917 $186.5M
Beutel, Goodman & Co Ltd. 0.95% Reduce -33.1% 625,332 $184.3M
Cincinnati Insurance Co. 2.94% No change 606,400 $178.7M
HSBC Holdings PLC 0.12% Add +20.7% 562,467 $165.6M
Deutsche Bank AG 0.07% Reduce -8.8% 539,663 $159.0M
Barclays PLC 0.07% Add +45.9% 528,046 $155.6M
Hamlin Capital Management, LLC 4.26% Reduce -0.3% 489,676 $144.3M
AQR Capital Management 0.24% Add +4.6% 470,955 $138.8M
Aberdeen Group plc 0.27% Add +7.3% 458,673 $135.1M
HighTower Advisors, LLC 0.22% Add +13.8% 458,145 $135.0M
Parnassus Investments, LLC 0.29% No change 455,464 $134.2M
Amundi 0.06% Reduce -35.6% 441,999 $128.8M
Squarepoint Ops LLC 0.53% Add +11072.9% 429,149 $126.4M
Swiss National Bank 0.09% Reduce -4.3% 423,878 $124.9M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +0.5% 410,647 $121.0M
Epoch Investment Partners, Inc. 0.50% Reduce -13.1% 380,673 $112.2M
Nuveen Asset Management, LLC 0.03% Reduce -9.8% 377,711 $111.3M
Wells Fargo & Company 0.03% Reduce -5.5% 345,376 $101.8M
Corient Private Wealth LP 0.17% Reduce -4.1% 319,417 $94.1M
DekaBank Deutsche Girozentrale 0.17% Add +10.5% 316,646 $93.5M
Citigroup Inc. 0.10% Reduce -36.3% 316,764 $93.3M
Voloridge Investment Management, LLC 0.33% Add +144.8% 308,459 $90.9M
Earnest Partners LLC 0.41% Add +7.8% 306,421 $90.3M
Rhumbline Advisers 0.09% Add +0.6% 302,582 $89.2M
Millennium Management 0.08% Reduce -3.5% 300,737 $88.6M
Credit Suisse AG/ 0.08% Reduce -3.6% 299,121 $88.1M
Manufacturers Life Insurance Company, The 0.08% Reduce -1.9% 291,271 $85.8M
LPL Financial LLC 0.05% Add +6.2% 289,465 $85.3M
Neuberger Berman Group LLC 0.07% Add +460.5% 281,094 $82.8M
Bank of Montreal 0.03% Reduce -16.5% 272,456 $80.3M
Arrowstreet Capital, Limited Partnership 0.07% New 272,317 $80.2M
BNP Paribas Financial Markets 0.10% Add +189.6% 265,036 $78.1M
Raymond James & Associates 0.05% Add +0.4% 259,104 $76.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +2.3% 252,518 $74.4M
California Public Employees Retirement System 0.05% Reduce -7.3% 248,342 $73.2M
Robeco Institutional Asset Management B.V. 0.15% Reduce -14.4% 240,904 $71.0M
Balyasny Asset Management L.P. 0.18% New 229,927 $67.7M
D.A. Davidson & Co. 0.61% Reduce -0.8% 227,884 $67.1M
Old Republic International Corp. 2.54% No change 219,500 $64.7M
California State Teachers Retirement System 0.08% Reduce -0.9% 214,354 $63.2M
National Pension Service 0.08% Reduce -0.5% 213,534 $62.9M
Public Sector Pension Investment Board 0.44% Add +6333.6% 207,485 $61.1M
Russell Investments Group, Ltd. 0.10% Add +18.9% 205,932 $60.7M
Jane Street Group, LLC 0.08% Reduce -76.9% 204,719 $60.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +13.2% 186,913 $55.1M
Korea Investment CORP 0.14% Reduce -11.9% 184,980 $54.5M
Alliancebernstein L.P. 0.02% Reduce -16.6% 183,268 $54.0M
Raymond James Financial Services Advisors, Inc. 0.07% Add +4.5% 159,419 $47.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Reduce -4.7% 158,407 $46.7M
Brown Advisory Inc. 0.06% Reduce -26.3% 155,469 $45.8M
Victory Capital Management Inc. 0.05% Reduce -11.7% 154,779 $45.6M
Franklin Resources Inc. 0.01% Reduce -13.7% 153,639 $45.3M
Swedbank AB 0.06% Add +2.1% 150,990 $44.5M
Mariner, LLC 0.09% Add +4.0% 150,518 $44.3M
Aviva PLC 0.15% Add +21.5% 150,447 $44.3M
Prudential Financial Inc. 0.06% Add +4.9% 150,201 $44.3M
Lord, Abbett & Co. LLC 0.14% New 146,210 $43.1M
Worldquant Millennium Advisors LLC 0.52% Add +63.8% 143,613 $42.3M
Todd Asset Management LLC 0.84% Reduce -6.2% 139,527 $41.1M
Conning Inc. 1.40% Reduce -4.2% 139,239 $40.9M
Keybank National Association 0.17% Reduce -7.5% 136,293 $40.2M
New York State Common Retirement Fund 0.05% Reduce -6.0% 135,039 $39.8M
State Board of Administration of Florida Retirement System 0.09% Add +4.7% 165,256 $39.5M
Man Group plc 0.11% Add +3.5% 132,580 $39.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -4.0% 132,266 $39.0M
PNC Financial Services Group, Inc. 0.03% Reduce -0.3% 127,740 $37.6M
Sei Investments Co. 0.05% Reduce -5.5% 124,536 $36.7M
New York State Teachers Retirement System 0.08% Reduce -9.7% 123,116 $36.3M
Guggenheim Capital LLC 0.25% Reduce -13.8% 118,085 $34.8M
Great Lakes Advisors, LLC 0.29% Reduce -13.5% 116,846 $34.4M
Capital Investment Advisors, LLC 0.78% Add +1.6% 113,102 $33.3M
Cardinal Capital Management, Inc. 1.48% Reduce -0.2% 112,753 $33.2M
Jacobs Levy Equity Management, Inc. 0.15% New 112,334 $33.1M
TD Asset Management Inc 0.03% Reduce -16.9% 110,155 $32.5M
CANADA LIFE ASSURANCE Co 0.06% Reduce -10.4% 108,060 $31.8M
Allianz Asset Management GmbH 0.05% Reduce -60.5% 105,582 $31.1M
Teachers Retirement System of the State of Kentucky 0.27% Reduce -9.6% 104,089 $30.7M
Schonfeld Strategic Advisors LLC 0.24% Reduce -29.6% 102,762 $30.3M
Canada Pension Plan Investment Board 0.03% Add +51.9% 100,547 $29.6M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +462.5% 96,145 $28.3M
Natixis Advisors, LLC 0.07% Add +11.7% 95,926 $28.3M
Storebrand Asset Management As 0.09% Reduce -6.5% 94,322 $27.8M
AEGON ASSET MANAGEMENT UK Plc 0.41% Reduce -38.5% 93,731 $27.6M
Applied Finance Capital Management, LLC 1.92% Add +36.0% 92,453 $27.2M
Cerity Partners LLC 0.07% Add +20.6% 91,629 $26.9M
Alps Advisors Inc. 0.19% Reduce -12.0% 90,658 $26.7M
Susquehanna Fundamental Investments, LLC 1.21% New 87,972 $25.9M
Fifth Third Bancorp 0.10% Reduce -2.5% 87,485 $25.8M
Citadel Advisors 0.02% Reduce -76.2% 85,085 $25.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +15.1% 84,479 $24.9M
Pictet Asset Management Holding SA 0.03% Reduce -0.8% 83,923 $24.7M
State of Wisconsin Investment Board 0.07% Reduce -13.4% 83,661 $24.7M
Toronto Dominion Bank 0.04% Reduce -4.0% 81,399 $24.0M
Janus Henderson Group PLC 0.01% Add +15.8% 80,727 $23.8M
Voya Investment Management LLC 0.03% Reduce -4.0% 79,561 $23.4M
Gateway Investment Advisers LLC 0.26% Reduce -16.8% 78,531 $23.1M
State of New Jersey Common Pension Fund D 0.07% No change 78,055 $23.0M
Peapack Gladstone Financial Corp. 0.36% Add +6.8% 77,759 $22.9M
National Bank of Canada 0.04% Reduce -69.9% 76,312 $22.8M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -4.7% 75,719 $22.3M
KBC Group NV 0.07% Reduce -2.7% 75,500 $22.2M
DDD Partners, LLC 2.72% Add +0.8% 75,475 $22.2M
US Bancorp \de 0.03% Reduce -0.3% 75,271 $22.2M
Nisa Investment Advisors, LLC 0.14% Reduce -3.1% 74,838 $22.1M
Old National Bancorp 0.52% Reduce -3.8% 73,863 $21.8M
Commonwealth Equity Services, LLC 0.04% Add +0.4% 73,852 $21.8M
Schroder Investment Management Group 0.03% Add +60.8% 72,931 $21.5M
Brandywine Global Investment Management, LLC 0.15% Reduce -0.8% 71,368 $21.0M
Weybosset Research & Management LLC 7.46% Reduce -2.1% 43,511 $20.8M
Florida Trust Wealth Management Co 0.71% Reduce -1.6% 70,572 $20.8M
Public Employees Retirement System of Ohio 0.08% Reduce -8.2% 69,788 $20.6M
St Germain D J Co. Inc. 0.98% Reduce -14.2% 67,834 $20.0M
Barlow Wealth Partners, LLC 2.70% Add +2.6% 66,437 $19.8M
APG Asset Management N.V. 0.03% Reduce -44.8% 71,773 $19.6M
First Horizon Advisors, Inc. 0.60% Reduce -1.0% 66,308 $19.5M
GMO 0.07% Reduce -7.7% 66,195 $19.5M
AXA S.A. 0.06% Reduce -63.3% 65,922 $19.4M
Danske Bank A/S 0.06% — 65,568 $19.3M
Cullen/Frost Bankers, Inc. 0.28% Add +16.1% 63,766 $18.8M
HM Payson & Co. 0.35% Reduce -3.8% 63,277 $18.6M
Creative Planning 0.02% Add +2.6% 62,481 $18.4M
Vident Advisory, LLC 0.38% Reduce -4.5% 62,063 $18.3M
Treasurer of the State of North Carolina 0.08% Reduce -6.3% 60,869 $17.9M
DNB Asset Management AS 0.09% Reduce -13.3% 60,675 $17.9M
Townsend & Associates, Inc 2.08% Add +1.1% 60,992 $17.9M
Wharton Business Group, LLC 0.84% Reduce -0.1% 59,516 $17.5M
Varma Mutual Pension Insurance Co 0.15% Add +144.5% 58,030 $17.1M
Busey Bank 0.60% Reduce -4.0% 57,631 $17.0M
Ensign Peak Advisors, Inc 0.03% Add +26.3% 57,394 $16.9M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -13.2% 57,303 $16.9M
Quadrature Capital Ltd 0.29% Add +2140.8% 56,759 $16.7M
Windward Capital Management Co. 1.39% Reduce -0.5% 56,438 $16.6M
Royal London Asset Management Ltd. 0.04% Reduce -0.3% 55,819 $16.4M
State of Tennessee, Department of Treasury 0.06% Add +150.6% 55,643 $16.4M
Cetera Investment Advisers 0.04% Add +394.8% 55,046 $16.2M
Asset Management One Co., Ltd. 0.06% Reduce -6.3% 54,998 $16.2M
Bailard, Inc. 0.44% Reduce -0.1% 54,448 $16.0M
Manning & Napier Group, LLC 0.20% Reduce -10.5% 53,018 $15.6M
Captrust Financial Advisors 0.06% Reduce -13.0% 51,372 $15.1M
Associated Banc-Corp 0.48% Add +0.2% 51,258 $15.1M
Vontobel Holding Ltd. 0.12% Reduce -18.0% 51,107 $15.1M
AMF Tjanstepension AB 0.11% No change 50,482 $14.9M
Wedge Capital Management L L P 0.24% Reduce -2.5% 49,349 $14.5M
Seizert Capital Partners, LLC 0.67% Reduce -45.7% 49,274 $14.5M
Resona Asset Management Co.,Ltd. 0.09% — 48,977 $14.4M
Illinois Municipal Retirement Fund 0.22% Reduce -15.2% 48,267 $14.2M
Welch & Forbes LLC 0.19% Reduce -1.7% 47,747 $14.1M
Forsta Ap-Fonden 0.12% Add +64.2% 47,440 $14.0M
Tudor Investment Corporation 0.17% Add +52.9% 46,910 $13.8M
Thrivent Financial for Lutherans 0.03% Reduce -54.0% 46,875 $13.8M
Kestra Advisory Services, LLC 0.09% Reduce -3.7% 46,875 $13.8M
Cincinnati Casualty Co. 7.41% No change 46,000 $13.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Reduce -3.3% 45,970 $13.5M
United Bank 1.60% Reduce -8.3% 45,509 $13.4M
Rockefeller Capital Management L.P. 0.04% Add +4.2% 43,516 $12.8M
Beese Fulmer Investment Management, Inc. 1.16% Add +1.7% 41,902 $12.3M
M&T Bank Corp 0.04% Reduce -9.5% 41,582 $12.3M
Baird Financial Group, Inc. 0.03% Reduce -40.9% 41,560 $12.2M
Quantinno Capital Management LP 0.27% Add +106.1% 41,416 $12.2M
Natixis 0.07% Reduce -79.8% 41,221 $12.1M
LMCG Investments, LLC 0.71% Add +3.2% 41,215 $12.1M
Janney Montgomery Scott LLC 0.04% Reduce -2.3% 41,106 $12.1M
State of Michigan Retirement System 0.07% Reduce -3.5% 41,037 $12.1M
Allen Mooney & Barnes Investment Advisors LLC 2.31% Reduce -0.7% 39,782 $12.0M
Madison Asset Management, LLC 0.15% Reduce -35.2% 40,887 $12.0M
Semper Augustus Investments 2.20% Add +0.1% 40,779 $12.0M
Arizona State Retirement System 0.08% Add +2.1% 40,677 $12.0M
Boston Common Asset Management, LLC 0.29% Reduce -12.8% 40,480 $11.9M
Moore Capital Management, LP 0.25% New 40,390 $11.9M
Novare Capital Management LLC 1.08% Add +3.2% 40,373 $11.9M
Linscomb Wealth, Inc. 0.60% Add +0.8% 39,717 $11.7M
CIBC Private Wealth Group LLC 0.02% Reduce -0.8% 39,650 $11.7M
Osaic Holdings, Inc. 0.03% Reduce -36.0% 39,351 $11.6M
Susquehanna International Group, LLP 0.02% Reduce -85.8% 39,058 $11.5M
Macquarie Group Ltd. 0.01% Reduce -45.2% 38,941 $11.5M
Nomura Asset Management Co. Ltd. 0.04% Add +2.5% 38,701 $11.4M
Mackenzie Financial Corp. 0.02% Add +18.8% 38,680 $11.4M
Erste Asset Management GmbH 0.15% Add +25.3% 37,843 $11.1M
Jacobs & Co. 1.18% Reduce -1.3% 37,741 $11.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +9.3% 45,389 $11.1M
NorthCoast Asset Management LLC 0.14% Add +0.4% 37,369 $11.0M
Pinnacle Associates Ltd. 0.17% Add +0.0% 36,526 $10.8M
Richard C. Young & CO., LTD. 1.35% Add +0.3% 36,475 $10.7M
Noesis Capital Mangement Corp. 2.38% Reduce -4.5% 36,317 $10.7M
Coulter & Justus Financial Services, LLC 2.38% New 36,317 $10.7M
S&T Bank 2.05% Reduce -11.0% 36,257 $10.7M
DAVENPORT & Co LLC 0.07% Reduce -1.5% 36,089 $10.6M
Atwater Malick LLC 3.74% Add +0.9% 36,049 $10.6M
Culbertson A N & Co. Inc. 1.83% Reduce -0.7% 35,909 $10.6M
Franklin Street Advisors Inc. 0.78% Reduce -3.0% 35,905 $10.6M
American International Group, Inc. 0.04% Reduce -4.1% 35,639 $10.5M
Summit Financial Wealth Advisors, LLC 2.10% Add +0.9% 35,199 $10.4M
Adams Asset Advisors, LLC 1.38% Reduce -0.4% 35,083 $10.3M
Truist Financial Corp. 0.02% Reduce -7.7% 34,417 $10.1M
Transform Wealth, LLC 0.96% Add +1.5% 34,293 $10.1M
Verity & Verity, LLC 1.12% Reduce -5.7% 34,207 $10.1M
Los Angeles Capital Management LLC 0.03% Reduce -22.9% 34,142 $10.1M
Cornerstone Wealth Group, LLC 0.93% Add +51.8% 34,140 $10.1M
Mercer Global Advisors Inc. 0.03% Reduce -19.1% 33,185 $9.8M
QRG Capital Management, Inc. 0.12% Reduce -25.3% 32,753 $9.7M
Comerica Bank 0.04% Reduce -0.8% 32,625 $9.6M
Sienna Gestion 0.82% — 32,546 $9.6M
Two Point Capital Management, Inc. 3.94% Add +1.4% 32,534 $9.6M
NewSquare Capital LLC 0.84% Add +1.7% 32,514 $9.5M
MetLife Investment Management, LLC 0.06% Reduce -7.3% 31,908 $9.4M
O'shaughnessy Asset Management, LLC 0.10% Add +17.6% 31,769 $9.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.77% No change 30,940 $9.1M
Morgan Dempsey Capital Management LLC 2.89% Reduce -9.0% 30,648 $9.0M
Investment House LLC 0.53% Add +24.4% 30,391 $9.0M
Citizens Financial Group Inc. 0.30% Reduce -1.2% 30,361 $8.9M
Eldred Rock Partners, LLC 4.87% Add +1.0% 30,335 $8.9M
Retirement Systems of Alabama 0.03% Reduce -3.7% 30,080 $8.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -3.6% 29,918 $8.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -16.9% 29,806 $8.8M
Sheaff Brock Investment Advisors, LLC 0.70% Reduce -1.3% 29,787 $8.8M
Executive Wealth Management, LLC 0.77% New 29,642 $8.7M
Impax Asset Management Group plc 0.03% Add +882.5% 29,368 $8.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.0% 29,351 $8.6M
Foster & Motley Inc. 0.59% Add +0.7% 29,067 $8.6M
Amalgamated Bank 0.07% Reduce -16.7% 29,064 $8.6M
Pinebridge Investments, L.P. 0.07% Reduce -82.2% 29,041 $8.6M
IFM Investors Pty Ltd 0.09% Reduce -0.3% 28,330 $8.3M
Benjamin F. Edwards & Company, Inc. 0.15% Reduce -0.9% 28,292 $8.3M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +1.1% 28,194 $8.3M
Texas Permanent School Fund Corp. 0.07% Reduce -3.7% 28,188 $8.3M
SFE Investment Counsel 1.83% Add +2.6% 27,472 $8.1M
Verition Fund Management LLC 0.09% Add +11.8% 27,324 $8.1M
Calydon Capital 1.51% Add +28.6% 27,048 $8.0M
Foster Victor Wealth Advisors, LLC 0.73% Add +18.6% 26,379 $8.0M
Rowlandmiller & Partners.adv 1.66% Reduce -0.5% 26,644 $7.9M
Gotham Asset Management 0.12% Add +71.3% 25,920 $7.6M
Motco 0.44% Reduce -2.3% 25,130 $7.4M
Gendell Jeffrey L 0.28% Add +66.7% 25,000 $7.4M
Anderson Hoagland & Co. 0.82% Reduce -0.6% 24,288 $7.3M
Northwest Bancshares, Inc. 1.14% Reduce -2.1% 24,575 $7.2M
Utah Retirement Systems 0.08% Reduce -1.2% 24,264 $7.1M
Alpine Woods Capital Investors, LLC 1.42% Add +84.7% 25,220 $7.1M
Czech National Bank 0.09% Reduce -3.4% 23,980 $7.1M
Capital Fund Management S.A. 0.09% Add +32.8% 23,953 $7.1M
Blair William & Co. 0.02% Add +58.9% 23,724 $7.0M
Patton Albertson Miller Group, LLC 1.05% Add +6.4% 23,697 $7.0M
Degroof Petercam Asset Management 0.08% No change 23,609 $7.0M
CIBC Asset Management Inc 0.02% Add +1.5% 23,552 $6.9M
Olstein Capital Management, L.P. 1.13% Reduce -24.2% 23,500 $6.9M
Advocate Group LLC 1.33% Add +0.2% 22,774 $6.7M
Glenmede Trust Co. NA 0.03% Reduce -61.2% 22,711 $6.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.75% Reduce -3.1% 22,545 $6.6M
Pathstone Holdings, LLC 0.03% Add +32.7% 22,516 $6.6M
Dakota Wealth Management 0.17% Add +67.1% 22,469 $6.6M
Highland Capital Management, LLC 0.38% Reduce -1.3% 22,408 $6.6M
Evergreen Capital Management LLC 0.25% Add +2.1% 22,393 $6.6M
Ironwood Investment Counsel, LLC 1.14% Add +2.6% 22,142 $6.5M
Knights of Columbus Asset Advisors LLC 0.46% Add +1.2% 21,513 $6.3M
Nomura Holdings Inc. 0.05% Add +128.7% 21,476 $6.3M
Susquehanna Portfolio Strategies, LLC 0.15% Reduce -7.0% 21,358 $6.3M
RBA Wealth Management, LLC 2.55% Add +0.5% 21,341 $6.3M
Vanguard Personalized Indexing Management, LLC 0.13% Add +7.1% 21,100 $6.2M
First Merchants Corp. 0.47% Reduce -1.6% 21,050 $6.2M
Marshall Wace, LLP 0.01% New 20,975 $6.2M
Cresset Asset Management, LLC 0.03% Add +12.0% 20,920 $6.2M
Yousif Capital Management, LLC 0.07% Reduce -2.3% 20,817 $6.1M
Cardinal Capital Management 1.00% Add +4.9% 20,769 $6.1M
Van Eck Associates Corp. 0.01% Add +6.9% 20,705 $6.1M
Carnegie Investment Counsel 0.19% Reduce -0.4% 20,693 $6.1M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.0% 20,673 $6.1M
Birmingham Capital Management Co. Inc. 2.21% Reduce -1.7% 20,360 $6.0M
Federation des caisses Desjardins du Quebec 0.04% Reduce -2.7% 20,283 $5.9M
New York Life Investment Management LLC 0.06% Reduce -3.4% 19,900 $5.9M
ProShare Advisors LLC 0.02% Reduce -21.8% 19,741 $5.8M
King Luther Capital Management Corp. 0.03% Reduce -1.2% 19,668 $5.8M
QV Investors Inc. 0.50% Reduce -1.9% 19,485 $5.7M
Banque Cantonale Vaudoise 0.22% Reduce -2.3% 19,415 $5.7M
Private Advisor Group, LLC 0.04% Add +3.4% 19,296 $5.7M
Cibc World Market Inc. 0.01% Reduce -11.6% 19,274 $5.7M
Xponance LLC 0.06% Add +0.8% 19,126 $5.6M
Clifford Swan Investment Counsel LLC 0.21% Reduce -2.0% 18,943 $5.6M
State of Alaska, Department of Revenue 0.06% Reduce -5.1% 18,786 $5.5M
ING Groep NV 0.04% Reduce -81.4% 18,675 $5.5M
Hamilton Point Investment Advisors, LLC 1.07% Reduce -1.9% 18,671 $5.5M
Point72 Hong Kong Ltd 0.27% Add +24.8% 18,492 $5.4M
Duality Advisers, LP 0.54% Add +190.3% 18,440 $5.4M
Legacy Trust 1.35% Add +1.0% 18,422 $5.4M
Simmons Bank 0.41% Reduce -7.8% 18,384 $5.4M
Commerce Bank 0.04% Reduce -2.5% 18,373 $5.4M
Bank of Nova Scotia 0.01% Reduce -89.5% 18,301 $5.4M
Lynch Asset Management, Inc. 2.50% No change 18,050 $5.3M
Logan Capital Management Inc. 0.23% Add +14.8% 18,006 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -6.0% 17,875 $5.3M
McGuire Investment Group, LLC 0.77% Reduce -1.5% 17,838 $5.3M
PGGM Investments 0.08% Reduce -8.0% 17,825 $5.3M
Westfield Capital Management Co. LP 0.03% New 17,796 $5.2M
SG Americas Securities, LLC 0.03% Reduce -27.0% 17,722 $5.2M
Nissay Asset Management Corp. /Japan 0.04% Add +0.7% 17,697 $5.2M
Principle Wealth Partners LLC 0.41% Add +0.3% 17,692 $5.2M
Old Second National Bank of Aurora 1.35% Reduce -3.1% 17,573 $5.2M
Selway Asset Management 2.07% Add +1.1% 17,527 $5.2M
Intact Investment Management Inc. 0.20% Add +7.4% 17,400 $5.1M
Flputnam Investment Management Co. 0.11% Add +0.0% 17,367 $5.1M
Pring Turner Capital Group Inc. 3.71% Reduce -0.1% 17,280 $5.1M
Assetmark, Inc. 0.02% Add +1.7% 17,261 $5.1M
YHB Investment Advisors, Inc. 0.45% Reduce -2.3% 17,199 $5.1M
Cullen Investment Group, LTD. 0.80% Reduce -1.4% 17,079 $5.1M
GYL Financial Synergies, LLC 0.39% Reduce -2.8% 17,088 $5.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +3.8% 16,923 $5.0M
City Holding Co. 0.75% Reduce -2.8% 16,896 $5.0M
Empowered Funds, LLC 0.09% Add +35.9% 16,869 $5.0M
Butensky & Cohen Financial Security, Inc. 1.55% Reduce -0.8% 16,845 $5.0M
GHP Investment Advisors, Inc. 0.24% Add +6.3% 16,781 $4.9M
Cullinan Associates Inc. 0.28% Reduce -46.6% 16,648 $4.9M
Rodgers Brothers Inc. 0.67% Reduce -0.6% 16,611 $4.9M
Genus Capital Management Inc. 0.63% — 16,590 $4.9M
Credit Agricole S A 0.08% Reduce -18.2% 16,566 $4.8M
Arkadios Wealth Advisors 0.37% Reduce -1.1% 16,356 $4.8M
TD Private Client Wealth LLC 0.16% Reduce -5.8% 16,322 $4.8M
Pearl River Capital, LLC 0.76% Add +327.4% 16,283 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.3% 16,270 $4.8M
Parsons Capital Management Inc. 0.33% Reduce -4.3% 16,243 $4.8M
Allspring Global Investments Holdings, LLC 0.01% Add +0.5% 16,197 $4.8M
Advisors Asset Management, Inc. 0.09% Add +60.4% 16,120 $4.7M
Synovus Financial Corp. 0.06% Add +11.7% 16,049 $4.7M
Eley Financial Management, Inc 2.01% Add +1.1% 15,814 $4.7M
Kintegral Advisory, LLC 0.46% Reduce -0.3% 15,749 $4.6M
Beacon Pointe Advisors, LLC 0.05% Reduce -7.2% 15,678 $4.6M
Swiss Life Asset Management Ltd 0.06% Reduce -72.1% 15,622 $4.6M
Atria Investments, Inc 0.06% Reduce -1.3% 15,571 $4.6M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 15,500 $4.6M
Marketfield Asset Management LLC 3.55% Reduce -6.7% 15,325 $4.5M
American Trust 0.37% Reduce -16.8% 15,141 $4.5M
MML Investors Services, LLC 0.02% Reduce -6.4% 15,087 $4.4M
Daiwa Securities Group Inc. 0.03% Add +9.0% 15,022 $4.4M
Royce & Associates LP 0.04% Reduce -36.2% 15,000 $4.4M
AE Wealth Management LLC 0.05% Reduce -20.8% 14,962 $4.4M
Parcion Private Wealth LLC 0.39% Add +3.0% 14,863 $4.4M
CWA Asset Management Group, LLC 0.26% Add +644.8% 14,688 $4.3M
Advisory Resource Group 0.99% Add +6.1% 14,688 $4.3M
Donaldson Capital Management, LLC 0.18% Reduce -92.8% 14,680 $4.3M
Westhampton Capital, LLC 2.33% No change 14,460 $4.3M
Jump Financial, LLC 0.11% Add +206.1% 14,054 $4.1M
Watchman Group, Inc. 1.24% Add +2.7% 13,900 $4.1M
Cibc World Markets Corp. 0.03% Reduce -86.9% 13,896 $4.1M
First American Bank 0.31% Reduce -0.4% 13,873 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +10.2% 13,664 $4.0M
Peloton Wealth Strategists 1.66% Add +0.6% 13,645 $4.0M
Quantbot Technologies LP 0.22% Add +786.0% 13,485 $4.0M
Simplex Trading, LLC 0.12% New 13,483 $4.0M
Advisory Services Network, LLC 0.09% Reduce -2.7% 13,368 $3.9M
Meritage Portfolio Management 0.25% Reduce -5.9% 13,286 $3.9M
Lido Advisors, LLC 0.04% Add +3.4% 13,179 $3.9M
Adell Harriman & Carpenter Inc. 0.32% Add +2.9% 13,125 $3.9M
Sapient Capital LLC 0.09% Reduce -1.3% 13,093 $3.9M
Elo Mutual Pension Insurance Co 0.09% Add +4.7% 12,951 $3.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -20.7% 12,873 $3.8M
Orion Portfolio Solutions, LLC 0.04% Reduce -20.7% 12,873 $3.8M
Aull & Monroe Investment Management Corp 1.74% Reduce -0.2% 12,865 $3.8M
Valeo Financial Advisors, LLC 0.13% Reduce -0.9% 12,852 $3.8M
Physicians Financial Services, Inc. 1.31% Reduce -0.2% 12,652 $3.7M
CMH Wealth Management LLC 0.94% Reduce -11.3% 12,617 $3.7M
Rothschild Investment LLC 0.27% Reduce -1.4% 12,591 $3.7M
Crossmark Global Holdings, Inc. 0.07% Reduce -3.3% 12,198 $3.6M
Occidental Asset Management, LLC 0.67% Add +7.9% 12,171 $3.6M
Gulf International Bank (UK) Ltd 0.09% Add +0.6% 12,150 $3.6M
CX Institutional 0.17% Add +601.5% 12,030 $3.5M
Regions Financial Corp. 0.03% Add +7.8% 12,011 $3.5M
Valley Wealth Managers, Inc. 0.26% Reduce -28.6% 11,773 $3.5M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -2.4% 11,745 $3.5M
Rafferty Asset Management, LLC 0.01% Reduce -1.1% 11,745 $3.5M
Moran Wealth Management, LLC 0.11% Add +0.3% 11,721 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -2.8% 11,676 $3.4M
Fulton Bank, N.A. 0.14% Add +6.6% 11,652 $3.4M
Oregon Public Employees Retirement Fund 0.07% Reduce -55.3% 11,562 $3.4M
XML Financial, LLC 0.35% Reduce -30.4% 11,515 $3.4M
Simplicity Wealth,LLC 0.08% Add +410.5% 11,456 $3.4M
Eukles Asset Management 1.46% Add +2.4% 11,390 $3.4M
Community Bank, N.A. 0.44% Reduce -0.4% 11,344 $3.3M
MassMutual Private Wealth & Trust, FSB 0.10% Add +9.5% 11,287 $3.3M
Lifeworks Advisors, LLC 0.92% Add +29.6% 11,173 $3.3M
Tidal Investments LLC 0.06% Reduce -23.4% 10,973 $3.2M
Unison Advisors LLC 0.32% Add +0.6% 10,924 $3.2M
Scotia Capital Inc. 0.02% Reduce -0.0% 10,847 $3.2M
Jacobi Capital Management LLC 0.29% Add +1.4% 10,819 $3.2M
Savant Capital, LLC 0.04% Add +114.4% 10,793 $3.2M
Candriam S.C.A. 0.02% Add +2.7% 10,784 $3.2M
Kentucky Retirement Systems 0.09% Reduce -5.0% 10,769 $3.2M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -24.1% 10,630 $3.1M
Wolverine Trading, LLC 0.03% Reduce -68.2% 10,613 $3.1M
NovaPoint Capital, LLC 1.09% Reduce -9.1% 10,581 $3.1M
Romano Brothers and Company 0.43% Reduce -0.3% 10,560 $3.1M
Trilogy Capital Inc. 0.18% Reduce -2.3% 10,517 $3.1M
Maryland State Retirement & Pension System 0.06% Reduce -1.4% 10,672 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Add +55.2% 10,420 $3.1M
MainStreet Investment Advisors LLC 0.37% Reduce -10.4% 10,415 $3.1M
Argent Trust Co 0.14% Reduce -4.4% 10,178 $3.0M
Federated Hermes, Inc. 0.01% Add +5.1% 10,079 $3.0M
Apollon Wealth Management, LLC 0.09% Reduce -3.9% 10,010 $2.9M
First Trust Investment Solutions L.P. 0.52% Add +1.8% 10,009 $2.9M
Jade Capital Advisors, LLC 2.22% New 10,000 $2.9M
KP Management LLC 1.27% No change 10,000 $2.9M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +1.1% 9,979 $2.9M
Oppenheimer & Co. Inc. 0.05% Reduce -21.1% 9,940 $2.9M
Alaska Permanent Fund Corp 0.04% Reduce -74.5% 9,864 $2.9M
Wealthfront Advisers LLC 0.01% Add +0.8% 9,798 $2.9M
CoreCap Advisors, LLC 0.15% Add +273.1% 9,785 $2.9M
Ascent Wealth Partners, LLC 0.43% Add +231.8% 9,725 $2.9M
Eagle Rock Investment Company, LLC 0.53% Add +0.1% 9,644 $2.8M
Greenfield Seitz Capital Management, LLC 1.05% Add +0.0% 9,538 $2.8M
Azzad Asset Management Inc. 0.32% Add +13.3% 9,296 $2.7M
Albert D Mason Inc. 1.69% Add +0.4% 9,257 $2.7M
Grey Ledge Advisors, LLC 0.77% Reduce -0.1% 9,253 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +8.5% 9,219 $2.7M
Absher Wealth Management, LLC 0.38% Reduce -0.8% 9,198 $2.7M
Stone Summit Wealth LLC 0.94% Reduce -1.1% 9,195 $2.7M
Diversified Trust Co. 0.08% Reduce -19.9% 9,177 $2.7M
MAI Capital Management 0.03% Reduce -4.9% 9,158 $2.7M
CENTRAL TRUST Co 0.07% Add +2.3% 9,094 $2.7M
Aurora Investment Counsel 1.54% Reduce -0.7% 9,093 $2.7M
Cwm, LLC 0.01% Add +7.0% 9,058 $2.7M
Tealwood Asset Management Inc. 1.21% Add +0.0% 9,044 $2.7M
Midwest Professional Planners, LTD. 0.93% Add +14.6% 8,986 $2.6M
Murphy Pohlad Asset Management LLC 1.02% Reduce -2.2% 8,810 $2.6M
Hartford Investment Management Co. 0.09% Reduce -7.8% 8,807 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -7.3% 8,826 $2.6M
Wintrust Investments LLC 0.23% Reduce -4.3% 8,658 $2.6M
Vaughan Nelson Investment Management, L.P. 0.02% No change 8,630 $2.5M
Moneco Advisors, LLC 0.40% Add +295.6% 8,615 $2.5M
New Potomac Partners, LLC 1.41% Reduce -3.8% 8,592 $2.5M
Cumberland Advisors Inc. 0.94% No change 8,550 $2.5M
Catalyst Funds Management Pty Ltd 0.69% — 8,400 $2.5M
Peddock Capital Advisors, LLC 0.65% Add +4.4% 8,384 $2.5M
Engineers Gate Manager LP 0.06% Reduce -82.7% 8,317 $2.5M
SYSTM Wealth Solutions LLC 0.31% Add +53.7% 8,308 $2.4M
Hoylecohen, LLC 0.19% Add +0.0% 8,304 $2.4M
Harfst & Associates, Inc. 0.58% Reduce -8.4% 8,295 $2.4M
Pathway Financial Advisers, LLC 0.87% Reduce -0.9% 8,185 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -10.0% 8,046 $2.4M
WBH Advisory Inc. 0.24% Reduce -3.3% 7,993 $2.4M
Louisiana State Employees Retirement System 0.05% Reduce -8.1% 7,900 $2.3M
Bleakley Financial Group, LLC 0.07% Add +4.0% 7,890 $2.3M
Security National Bank of So Dak 1.40% Reduce -1.4% 7,881 $2.3M
Montag A & Associates Inc. 0.12% Add +4316.9% 7,862 $2.3M
Hennion & Walsh Asset Management, Inc. 0.12% Reduce -37.3% 7,815 $2.3M
Burney Co./ 0.09% Reduce -34.4% 7,804 $2.3M
Forte Capital LLC 0.28% Reduce -6.8% 7,779 $2.3M
Lecap Asset Management Ltd. 0.47% Reduce -31.0% 7,740 $2.3M
Greenleaf Trust 0.02% Add +0.5% 7,720 $2.3M
USS Investment Management Ltd 0.02% Reduce -25.3% 7,697 $2.3M
Verdence Capital Advisors LLC 0.20% Reduce -3.4% 7,618 $2.2M
Money Concepts Capital Corp. 0.21% Add +1.3% 7,613 $2.2M
IFG Advisory, LLC 0.17% Reduce -17.8% 7,588 $2.2M
Weaver C. Barksdale & Associates, Inc. 2.05% Reduce -0.5% 7,591 $2.2M
Temasek Holdings (Private) Ltd 0.01% No change 7,516 $2.2M
Leuthold Group, LLC 0.25% Reduce -0.0% 7,433 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -0.1% 7,392 $2.2M
Loudon Investment Management, LLC 1.25% No change 7,372 $2.2M
Traynor Capital Management, Inc. 0.21% Add +17.0% 7,340 $2.2M
Huntington National Bank 0.02% Reduce -13.4% 7,330 $2.2M
Cascade Investment Advisors, Inc. 1.38% Reduce -2.1% 7,169 $2.1M
Brown, Lisle/Cummings, Inc. 0.72% No change 7,160 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Reduce -6.6% 7,156 $2.1M
New Mexico Educational Retirement Board 0.08% Reduce -2.7% 7,154 $2.1M
Parallel Advisors, LLC 0.06% Reduce -7.8% 7,138 $2.1M
STRS Ohio 0.01% Reduce -16.3% 7,106 $2.1M
Bedel Financial Consulting, Inc. 0.33% Reduce -0.3% 7,068 $2.1M
Hartford Financial Management Inc. 0.43% Add +0.1% 6,980 $2.1M
Bank of Stockton 0.63% Reduce -0.1% 6,978 $2.1M
Metis Global Partners, LLC 0.07% Add +3.9% 6,959 $2.1M
CHICAGO TRUST Co NA 0.42% Add +0.9% 6,957 $2.0M
Sterling Investment Advisors, Ltd. 0.58% No change 6,950 $2.0M
Caldwell Trust Co 0.23% Reduce -4.2% 6,834 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -62.3% 6,832 $2.0M
Cornerstone Investment Partners, LLC 0.10% No change 6,753 $2.0M
Bond & Devick Financial Network, Inc. 1.08% Add +0.1% 6,746 $2.0M
Geneos Wealth Management Inc. 0.09% Reduce -1.6% 6,685 $2.0M
Kendall Capital Management 0.68% Add +12.7% 6,675 $2.0M
Security National Bank of Sioux City Iowa 1.38% Reduce -2.3% 6,638 $2.0M
Cadence Bank 0.14% Reduce -4.0% 6,636 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +19.0% 6,581 $1.9M
Integrated Wealth Concepts LLC 0.03% Reduce -8.9% 6,562 $1.9M
Applied Capital LLC 1.56% Add +3.6% 6,498 $1.9M
Donoghue Forlines LLC 0.54% New 6,448 $1.9M
Kestra Private Wealth Services, LLC 0.04% Add +55.7% 6,299 $1.9M
Ipswich Investment Management Co., Inc. 0.43% No change 6,275 $1.8M
Ieq Capital, LLC 0.03% Add +10.0% 6,213 $1.8M
Brevan Howard Capital Management LP 0.17% Reduce -41.9% 6,176 $1.8M
Trust Co. of Vermont 0.10% Add +3.6% 6,174 $1.8M
Grey Street Capital, LLC 0.24% New 6,116 $1.8M
SVB Wealth LLC 0.04% Reduce -2.6% 6,069 $1.8M
Clearstead Advisors, LLC 0.09% Reduce -2.3% 6,095 $1.8M
First Citizens Financial Corp 1.05% No change 5,990 $1.8M
Cornercap Investment Counsel Inc. 0.27% Reduce -38.9% 5,982 $1.8M
Penobscot Investment Management Company, Inc. 0.19% Reduce -12.7% 5,970 $1.8M
Richard P Slaughter Associates Inc 0.42% Reduce -6.1% 5,910 $1.7M
Daymark Wealth Partners, LLC 0.09% Reduce -0.6% 5,894 $1.7M
Delta Financial Advisors LLC 0.69% Add +0.4% 5,891 $1.7M
River Street Advisors LLC 1.17% Add +4.9% 5,872 $1.7M
OneDigital Investment Advisors LLC 0.03% Add +26.1% 5,871 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -34.1% 5,824 $1.7M
Harbour Trust & Investment Management Co 0.21% Reduce -3.6% 5,788 $1.7M
Paloma Partners Management Co 0.36% Add +282.0% 5,760 $1.7M
Investment Management Corp of Ontario 0.05% Reduce -14.8% 5,760 $1.7M
Cannell & Spears LLC 0.04% New 5,749 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +22.8% 5,723 $1.7M
Merit Financial Group, LLC 0.04% Add +22.6% 5,963 $1.7M
Edmp, Inc. 1.39% Add +1.6% 5,649 $1.7M
Assenagon Asset Management S.A. 0.00% Reduce -97.5% 5,646 $1.7M
B. Riley Wealth Advisors, Inc. 0.04% Add +15.4% 7,254 $1.7M
Ostrum Asset Management 0.13% Add +0.7% 5,591 $1.6M
Arrow Financial Corp 0.16% Reduce -10.7% 5,581 $1.6M
O'Brien Greene & Co. Inc 0.54% Reduce -8.5% 5,571 $1.6M
Hancock Whitney Corp. 0.06% Reduce -19.9% 5,568 $1.6M
Metropolitan Life Insurance Co 0.07% Reduce -4.7% 5,497 $1.6M
Johnson Financial Group, Inc. 0.09% Add +20.4% 5,496 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -2.8% 5,480 $1.6M
Ascension Asset Management LLC 0.87% — 5,470 $1.6M
Mengis Capital Management, Inc. 0.25% Add +2.4% 5,457 $1.6M
Raymond James Trust N.A. 0.04% Reduce -1.1% 5,448 $1.6M
PFG Advisors 0.12% Add +2.4% 5,428 $1.6M
Essex Financial Services, Inc. 0.15% Add +4.1% 5,428 $1.6M
Fiduciary Group, LLC 0.17% No change 5,425 $1.6M
Zurich Insurance Group Ltd 0.01% No change 5,400 $1.6M
Tredje AP-fonden 0.02% Reduce -68.1% 5,344 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.54% Add +7.5% 5,338 $1.6M
Ritholtz Wealth Management 0.05% Add +12.5% 5,334 $1.6M
Handelsbanken Fonder AB 0.01% Reduce -7.3% 5,323 $1.6M
WD Rutherford LLC 0.81% Add +126.9% 5,292 $1.6M
UniSuper Management Pty Ltd 0.01% Reduce -52.9% 5,283 $1.6M
Payden & Rygel Investment Group 0.10% — 5,200 $1.5M
Payden & Rygel 0.10% No change 5,200 $1.5M
Westover Capital Advisors, LLC 0.45% Add +8.6% 5,162 $1.5M
Empirical Finance, LLC 0.09% Add +3.4% 5,152 $1.5M
Boston Trust Walden Corp 0.01% Reduce -89.7% 5,110 $1.5M
Elevation Point Wealth Partners, LLC 0.12% Reduce -0.7% 5,102 $1.5M
D.B. Root & Company, LLC 0.51% Reduce -4.5% 5,092 $1.5M
Stiles Financial Services Inc 0.60% Add +11.3% 5,069 $1.5M
Venturi Wealth Management, LLC 0.10% Add +6.4% 5,049 $1.5M
Ranch Capital Advisors Inc. 0.80% Add +1.3% 5,042 $1.5M
ArchPoint Investors 0.62% No change 5,000 $1.5M
Norinchukin Bank, The 0.04% Reduce -1.3% 4,945 $1.5M
Certified Advisory Corp 0.20% Reduce -1.9% 4,930 $1.5M
St. Johns Investment Management Company, LLC 0.70% Add +12.0% 4,924 $1.5M
FIL Ltd 0.00% Add +7.5% 4,913 $1.4M
Level Four Advisory Services, LLC 0.08% Add +1.6% 6,005 $1.4M
OmniStar Financial Group, Inc. 1.31% New 4,838 $1.4M
Patton Fund Management, Inc. 0.26% Reduce -5.6% 4,821 $1.4M
Benjamin Edwards Inc. 0.28% Add +3.8% 4,801 $1.4M
Canandaigua National Bank & Trust Co. 0.21% Add +421.6% 4,799 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.15% Add +0.5% 4,798 $1.4M
Bokf, NA 0.03% Reduce -2.2% 4,797 $1.4M
Massachusetts Wealth Management 0.99% Add +7.5% 4,787 $1.4M
AlTi Global, Inc. 0.04% Add +5.9% 4,778 $1.4M
TFG Advisers LLC 0.55% Reduce -0.1% 4,766 $1.4M
Moody National Bank Trust Division 0.11% Add +1.3% 4,746 $1.4M
Pensionfund Sabic 0.41% Reduce -19.0% 4,700 $1.4M
Fayez Sarofim & Co 0.00% Reduce -12.0% 4,689 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -7.3% 4,680 $1.4M
North Star Investment Management Corp. 0.10% Add +0.0% 4,640 $1.4M
First Hawaiian Bank 0.04% Reduce -5.5% 4,621 $1.4M
Bessemer Group Inc. 0.00% Reduce -35.0% 4,604 $1.4M
Stoneridge Investment Partners LLC 0.51% Reduce -50.8% 4,592 $1.4M
Sierra Summit Advisors LLC 0.37% Reduce -8.2% 4,583 $1.4M
West Coast Financial LLC 0.16% Reduce -14.1% 4,568 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -1.8% 4,555 $1.3M
SkyView Investment Advisors, LLC 0.25% New 4,555 $1.3M
Heritage Trust Co 0.18% No change 4,554 $1.3M
StoneX Group Inc. 0.12% Reduce -1.8% 4,538 $1.3M
Hohimer Wealth Management, LLC 0.31% Add +2.5% 4,528 $1.3M
Realta Investment Advisors 0.27% Reduce -1.3% 4,515 $1.3M
SlateStone Wealth, LLC 0.13% New 4,512 $1.3M
Concourse Financial Group Securities, Inc. 0.09% Reduce -0.2% 4,505 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +9.3% 4,490 $1.3M
First Trust Direct Indexing L.P. 0.10% Add +11.6% 4,474 $1.3M
Groupama Asset Managment 0.02% Reduce -57.3% 3,147 $1.3M
Ethic Inc. 0.03% Add +21.4% 4,454 $1.3M
Waverly Advisors, LLC 0.03% Add +66.8% 4,454 $1.3M
Park Avenue Securities LLC 0.02% Reduce -4.1% 4,427 $1.3M
Pitcairn Co. 0.08% Add +12.5% 4,402 $1.3M
FineMark National Bank & Trust 0.05% Reduce -33.8% 4,396 $1.3M
TD Waterhouse Canada Inc. 0.01% Reduce -11.2% 4,022 $1.3M
Twin Tree Management, LP 0.03% Reduce -91.6% 4,380 $1.3M
Transamerica Financial Advisors, LLC 0.13% Add +19.3% 4,377 $1.3M
Columbia Bank 0.53% — 4,345 $1.3M
Whitener Capital Management, Inc. 0.42% Add +3.9% 4,326 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -3.6% 4,324 $1.3M
DB Fitzpatrick & Co, Inc 1.16% Reduce -0.4% 4,300 $1.3M
Fortis Group Advisors, LLC 0.23% New 4,294 $1.3M
IHT Wealth Management, LLC 0.05% Reduce -26.6% 4,272 $1.3M
JGP Wealth Management, LLC 0.18% Reduce -36.5% 4,245 $1.3M
Achmea Investment Management B.V. 0.02% Reduce -7.0% 4,166 $1.2M
Siemens Fonds Invest GmbH 0.09% Reduce -1.6% 4,158 $1.2M
Sandy Spring Bank 0.06% Reduce -22.1% 4,145 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Add +3.1% 4,140 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -1.4% 4,140 $1.2M
Sageworth Trust Co of South Dakota 1.88% Add +2.1% 4,137 $1.2M
Mission Wealth Management, LP 0.03% Add +2.4% 4,134 $1.2M
Strong Tower Advisory Services 0.49% Add +13.1% 4,103 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -6.8% 4,067 $1.2M
Motley Fool Asset Management LLC 0.08% Add +3.2% 4,027 $1.2M
Kades & Cheifetz LLC 0.76% Add +0.2% 4,022 $1.2M
Leonteq Securities AG 0.16% Reduce -12.2% 4,000 $1.2M
Kingswood Wealth Advisors, LLC 0.14% Add +1.4% 3,993 $1.2M
Sara-Bay Financial 0.53% Add +1.5% 3,987 $1.2M
Moors & Cabot, Inc. 0.06% Add +16.7% 3,957 $1.2M
SevenBridge Financial Group, LLC 0.26% Reduce -0.9% 4,145 $1.2M
Wilmington Savings Fund Society, FSB 0.04% — 3,921 $1.2M
XTX Topco Ltd 0.15% New 3,902 $1.1M
Precedent Wealth Partners, LLC 0.49% Add +12.3% 3,901 $1.1M
Lincoln National Corp. 0.02% Add +1.4% 3,886 $1.1M
Mirabaud Asset Management Ltd 0.46% Add +37.0% 3,866 $1.1M
Vinva Investment Management Ltd 0.06% Reduce -17.9% 3,847 $1.1M
Banco Santander, S.A. 0.01% Add +2.0% 3,841 $1.1M
First Pacific Financial 0.31% Add +1.2% 3,823 $1.1M
Goelzer Investment Management, Inc. 0.06% Reduce -15.6% 3,802 $1.1M
Alberta Investment Management Corp 0.01% Add +40.7% 3,800 $1.1M
CSS LLC 0.27% New 3,791 $1.1M
Choreo, LLC 0.03% Reduce -3.0% 3,787 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -98.7% 3,767 $1.1M
Connecticut Wealth Management, LLC 0.06% Reduce -0.4% 3,764 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +26.7% 3,756 $1.1M
SRN Advisors, LLC 0.86% Add +5.0% 3,753 $1.1M
HighPoint Advisor Group LLC 0.08% Add +5.1% 3,789 $1.1M
Balentine LLC 0.03% Reduce -8.6% 3,744 $1.1M
Rakuten Investment Management, Inc. 0.01% Add +957.5% 3,712 $1.1M
Weiss Asset Management LP 0.06% Add +162.2% 3,666 $1.1M
Independent Solutions Wealth Management, LLC 0.26% Reduce -0.5% 3,664 $1.1M
iSAM Funds (UK) Ltd 0.62% New 3,662 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -88.5% 3,605 $1.1M
Sunbelt Securities, Inc. 0.12% Reduce -2.7% 3,603 $1.1M
MWA Asset Management 0.77% Add +3.4% 3,594 $1.1M
Crescent Sterling, Ltd. 0.96% Add +0.4% 3,559 $1.0M
Spirit of America Management Corp. 0.21% No change 3,550 $1.0M
Ameritas Advisory Services, LLC 0.04% Reduce -2.7% 3,660 $1.0M
Csenge Advisory Group 0.06% Reduce -4.0% 3,493 $1.0M
Wealth Group, Ltd. 0.78% — 3,492 $1.0M
Cozad Asset Management Inc. 0.11% Reduce -7.8% 3,483 $1.0M
Inceptionr LLC 0.26% Add +23.6% 3,475 $1.0M
Resources Management Corp. /CT/ 0.15% Reduce -14.7% 3,471 $1.0M
Kingsview Wealth Management, LLC 0.03% Add +45.8% 3,462 $1.0M
Walleye Capital LLC 0.01% Reduce -87.3% 3,446 $1.0M
Harbor Capital Advisors, Inc. 0.13% Add +1.1% 3,443 $1.0M
Meeder Advisory Services, Inc. 0.10% Add +0.7% 3,424 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +110.5% 3,381 $996K
Morse Asset Management, Inc 0.26% Add +3.1% 3,367 $992K
Wellington Management Group LLP 0.00% Add +5.6% 3,352 $988K
Wedbush Securities Inc. 0.04% Add +40.3% 3,351 $987K
Syon Capital LLC 0.09% Add +1.5% 3,349 $987K
RFG Advisory, LLC 0.03% Reduce -4.4% 3,344 $985K
Cape Ann Savings Bank 0.62% Reduce -1.0% 3,332 $982K
1834 Investment Advisors Co. 0.12% Reduce -0.1% 3,305 $974K
Cornerstone Wealth Management, LLC 0.08% Reduce -21.5% 3,305 $974K
J.W. Cole Advisors, Inc. 0.05% Add +26.2% 3,301 $972K
Texas Yale Capital Corp. 0.04% Add +3.1% 3,280 $966K
Smith, Moore & Co. 0.10% Reduce -10.7% 3,252 $958K
Rockland Trust Co. 0.05% Reduce -2.7% 3,237 $954K
Concurrent Investment Advisors, LLC 0.04% Add +22.9% 3,235 $953K
Machina Capital S.A.S. 0.50% Reduce -26.7% 3,234 $953K
Brown Brothers Harriman & Co. 0.01% Add +1.6% 3,224 $950K
Edgestream Partners, L.P. 0.05% New 3,222 $949K
Basepoint Wealth LLC 0.71% Reduce -7.8% 3,204 $944K
True Wealth Design, LLC 0.23% Reduce -1.1% 3,199 $943K
Two Sigma Securities, LLC 0.05% Add +6.7% 3,191 $940K
Garrison Point Advisors, LLC 0.60% Reduce -1.2% 3,180 $937K
KG Capital Management 0.37% Add +14.4% 3,170 $928K
International Assets Investment Management, LLC 0.10% Add +2.0% 3,129 $922K
Signaturefd, LLC 0.02% Add +5.4% 3,125 $921K
BBR Partners, LLC 0.07% New 3,112 $917K
South Dakota Investment Council 0.02% No change 3,092 $911K
Tectonic Advisors LLC 0.07% Add +14.1% 3,075 $906K
Avantax Advisory Services, Inc. 0.01% Reduce -6.6% 3,034 $894K
Independent Advisor Alliance 0.03% Reduce -25.5% 3,030 $893K
Snowden Capital Advisors LLC 0.03% Add +12.8% 3,014 $888K
Tiaa Trust, National Association 0.00% Add +26.7% 3,011 $887K
Northeast Financial Consultants Inc 0.04% Reduce -15.8% 3,009 $887K
Inlet Private Wealth, LLC 0.25% No change 3,003 $885K
Glenview Trust Co 0.02% Add +6.7% 2,982 $879K
Acropolis Investment Management, LLC 0.06% Reduce -16.4% 2,977 $877K
V-Square Quantitative Management LLC 0.12% Add +23.9% 2,971 $875K
Montecito Bank & Trust 0.17% Reduce -17.4% 2,965 $874K
Legacy Capital Group California, Inc. 0.32% Reduce -3.0% 2,959 $872K
Stevens Capital Management LP 0.17% Add +90.9% 2,944 $867K
FLC Capital Advisors 0.22% Reduce -12.2% 2,920 $860K
NEOS Investment Management LLC 0.05% Add +45.1% 2,916 $859K
Lazard Asset Management LLC 0.00% Reduce -3.9% 2,903 $855K
Cornerstone Advisors, LLC 0.04% No change 2,900 $854K
HBK Sorce Advisory LLC 0.03% Reduce -0.2% 2,885 $850K
Prospera Financial Services Inc 0.03% Add +15.2% 2,859 $845K
Twelve Points Wealth Management LLC 0.31% Add +1.8% 2,836 $836K
Bradley Foster & Sargent Inc. 0.02% Reduce -7.3% 2,833 $835K
Columbus Macro, LLC 0.32% Add +222.8% 2,828 $833K
Van Hulzen Asset Management, LLC 0.05% Reduce -6.7% 2,815 $829K
Wilson & Boucher Capital Management, LLC 0.65% Reduce -16.4% 2,808 $827K
Teza Capital Management LLC 0.11% New 2,806 $827K
Symmetry Partners, LLC 0.06% Reduce -57.1% 2,789 $822K
Smithbridge Asset Management Inc. 0.17% Reduce -7.3% 2,785 $821K
Copperwynd Financial, LLC 0.29% Add +0.1% 2,783 $820K
Checchi Capital Advisers, LLC 0.06% Add +1.8% 2,769 $816K
Farmers & Merchants Investments Inc. 0.03% No change 2,755 $812K
Whittier Trust Co. 0.01% No change 2,722 $802K
Guyasuta Investment Advisors Inc. 0.06% No change 3,346 $802K
Mather Group, Llc. 0.01% Reduce -5.0% 3,345 $801K
Cim Investment Management Inc. 0.24% No change 2,713 $799K
Global Retirement Partners, LLC 0.03% Reduce -3.6% 2,709 $798K
Eight 31 Financial, LLC 0.50% Reduce -35.6% 2,708 $798K
Tocqueville Asset Management L.P. 0.01% Reduce -5.0% 2,699 $795K
Great Valley Advisor Group, Inc. 0.02% Add +22.7% 2,697 $795K
United Capital Financial Advisors, LLC 0.01% Reduce -44.0% 2,693 $793K
Wahed Invest LLC 0.18% Add +11.2% 2,686 $791K
Sequoia Financial Advisors, LLC 0.01% Reduce -53.9% 2,668 $786K
Wellington Shields & Co., LLC 0.26% Reduce -34.6% 2,666 $786K
Vestcor Inc 0.03% Reduce -7.8% 2,652 $781K
MADDEN SECURITIES Corp 0.36% Reduce -0.9% 2,650 $781K
UMB Bank, n.a. 0.01% Add +0.1% 2,620 $772K
Coldstream Capital Management Inc. 0.02% Add +3.2% 2,606 $768K
HB Wealth Management, LLC 0.01% Add +4.0% 2,598 $766K
Beacon Financial Advisory LLC 0.37% Reduce -0.8% 2,583 $761K
MIdWestOne Financial Group, Inc. 0.14% No change 2,571 $758K
Confluence Wealth Services, Inc. 0.07% Add +38.2% 2,567 $756K
GoalVest Advisory LLC 0.25% New 2,560 $754K
Entropy Technologies, LP 0.08% Reduce -79.8% 2,560 $754K
Boyd Watterson Asset Management LLC 0.27% Add +2.4% 2,520 $742K
Silver Coast Investments LLC 0.30% Reduce -2.2% 2,510 $740K
Sigma Planning Corp 0.02% Reduce -0.9% 2,503 $738K
Affinity Investment Advisors, LLC 0.54% New 2,500 $737K
Segment Wealth Management, LLC 0.06% Add +0.2% 2,491 $734K
Cypress Asset Management Inc. 0.20% Reduce -7.0% 2,480 $731K
Baker Boyer National Bank 0.25% No change 2,480 $731K
Lakewood Asset Management LLC 0.49% Add +29.1% 2,454 $723K
Investment Advisory Services Inc. /TX 0.26% Reduce -3.3% 2,437 $718K
Prudential PLC 0.01% Reduce -70.8% 2,420 $713K
Townsquare Capital LLC 0.01% Reduce -22.5% 2,411 $710K
Mutual Advisors, LLC 0.02% Add +13.6% 2,405 $709K
Bowen Hanes & Co. Inc. 0.02% No change 2,400 $707K
Rwa Wealth Partners, LLC 0.01% Reduce -0.9% 2,390 $704K
Ransom Advisory, Ltd 0.37% — 2,369 $698K
Ossiam 0.01% Reduce -39.3% 2,369 $698K
Institute for Wealth Management, LLC. 0.09% Add +0.5% 2,367 $697K
Wesbanco Bank Inc. 0.03% Reduce -0.8% 2,365 $697K
Venture Visionary Partners LLC 0.03% Reduce -8.4% 2,351 $693K
Ballentine Partners, LLC 0.01% Add +8.2% 2,345 $691K
Crumly & Associates Inc. 0.18% Reduce -0.1% 2,342 $690K
KCM Investment Advisors LLC 0.03% Add +11.4% 2,327 $686K
Field & Main Bank 0.27% Add +2.2% 2,315 $682K
Cubist Systematic Strategies, LLC 0.01% Reduce -97.2% 2,307 $680K
Wynn Capital, LLC 0.52% Reduce -2.5% 2,295 $676K
Pflug Koory, LLC 0.05% Add +0.9% 2,283 $673K
GeoWealth Management, LLC 0.03% Add +178.3% 2,265 $667K
Hilltop Holdings Inc. 0.07% Add +0.0% 2,259 $665K
Davidson Trust Co. 0.39% Add +34.8% 2,245 $661K
Brighton Jones LLC 0.02% Add +2.2% 2,236 $659K
Brookstone Capital Management 0.01% Add +33.3% 2,232 $658K
BlackDiamond Wealth Management, LLC 0.47% Reduce -2.9% 2,227 $656K
Kintra Wealth, LLC 0.48% Reduce -3.5% 2,215 $653K
Knuff & Co LLC 0.22% Add +78.8% 2,213 $652K
Empire Financial Management Company, LLC 0.22% Reduce -5.8% 2,213 $652K
Balefire, LLC 0.23% Add +69.9% 2,212 $652K
Lindbrook Capital, LLC 0.06% Add +2.2% 2,210 $651K
Atlantic Union Bankshares Corp 0.05% Reduce -1.0% 2,207 $650K
Allworth Financial LP 0.00% Add +7.0% 2,199 $648K
Oppenheimer Asset Management Inc. 0.01% Reduce -21.6% 2,198 $648K
First Financial Bank - Trust Division 0.06% Reduce -3.5% 2,189 $645K
Profund Advisors LLC 0.02% Add +7.6% 2,170 $639K
Heartland Bank & Trust Co 0.37% Reduce -0.1% 2,156 $635K
Castleview Partners, LLC 0.35% Add +1.9% 2,139 $630K
CenterStar Asset Management, LLC 1.30% New 2,134 $629K
Essex Bank 0.18% No change 2,611 $626K
Coastline Trust Co 0.08% Reduce -4.1% 2,118 $624K
Nilsine Partners, LLC 0.09% Reduce -0.3% 2,116 $624K
Mechanics Financial Corp 0.32% Add +3.0% 2,116 $623K
Joel Isaacson & Co., LLC 0.03% No change 2,111 $622K
Larson Financial Group LLC 0.05% Add +2.3% 2,107 $621K
Blueshift Asset Management, LLC 0.32% Reduce -47.8% 2,088 $615K
Patron Partners, LLC 0.37% Add +1.2% 2,087 $615K
Chapin Davis, Inc. 0.22% Reduce -3.7% 2,079 $613K
EPG Wealth Management LLC 0.15% Reduce -3.6% 2,077 $612K
Parallax Volatility Advisers, L.P. 0.02% Reduce -68.4% 2,074 $611K
Oder Investment Management, LLC 0.57% No change 2,069 $610K
Nwam LLC 0.05% Add +0.1% 2,117 $607K
Uncommon Cents Investing LLC 0.19% Reduce -0.2% 2,055 $606K
Dean Investment Associates, LLC 0.08% Reduce -5.5% 2,054 $605K
Beacon Investment Advisors LLC 0.34% Add +1.8% 2,050 $604K
Triangle Securities Wealth Management 0.17% New 2,017 $594K
Indie Asset Partners, LLC 0.53% Add +0.1% 2,009 $592K
Atlas Brown,Inc. 0.21% No change 2,000 $589K
IFP Advisors, Inc 0.03% Reduce -6.5% 1,997 $589K
Private Trust Co. NA 0.06% Reduce -3.1% 1,994 $588K
Nicholas Hoffman & Company, LLC. 0.03% Add +0.3% 1,994 $588K
First City Capital Management, Inc. 0.32% Reduce -3.1% 1,978 $583K
Eagle Bluffs Wealth Management LLC 0.36% Reduce -67.9% 1,976 $582K
Kessler Investment Group, LLC 0.36% Add +57.8% 1,975 $582K
Alyeska Investment Group, L.P. 0.00% New 1,957 $577K
Patrick M Sweeney & Associates, Inc. 0.47% Add +2.4% 1,956 $576K
Tiemann Investment Advisors, LLC 0.26% Add +5.4% 1,952 $575K
Avantax Planning Partners, Inc. 0.02% Reduce -8.6% 1,943 $572K
Farther Finance Advisors, LLC 0.03% Add +17.4% 1,940 $571K
Joule Financial, LLC 0.23% Reduce -1.1% 1,936 $570K
Fiduciary Trust Co 0.01% Add +1.2% 1,926 $567K
Wealthspire Advisors, LLC 0.01% Reduce -12.0% 1,909 $562K
Integrated Advisors Network LLC 0.03% Add +0.8% 1,907 $562K
Atom Investors LP 0.07% New 1,900 $560K
Mgo One Seven LLC 0.03% Reduce -17.4% 1,893 $558K
Shelton Wealth Management, LLC 0.35% Reduce -2.3% 1,888 $556K
Jones Financial Companies LLLP 0.00% Add +197.2% 1,881 $554K
Beacon Financial Group 0.06% Reduce -3.5% 1,865 $550K
Johnson Investment Counsel Inc. 0.01% Add +19.3% 1,857 $547K
Moloney Securities Asset Management, LLC 0.08% Reduce -7.0% 1,855 $547K
DORCHESTER WEALTH MANAGEMENT Co 0.10% Add +2.8% 1,850 $545K
EP Wealth Advisors, LLC 0.01% Reduce -4.4% 1,841 $542K
Longfellow Investment Management Co. LLC 0.12% Add +57.5% 1,821 $537K
Parkside Financial Bank & Trust 0.09% Add +10.1% 1,815 $535K
Advanced Portfolio Management, LLC 1.01% New 1,807 $532K
Horizon Investments, LLC 0.01% Reduce -6.7% 1,806 $532K
Principal Securities, Inc. 0.02% Add +27.4% 1,803 $531K
Northwest Quadrant Wealth Management, LLC 0.13% Add +0.5% 1,801 $531K
Shepherd Financial Partners LLC 0.07% Add +1.1% 1,799 $530K
Versor Investments LP 0.11% Add +5.8% 1,798 $530K
Diversify Advisory Services, LLC 0.03% — 1,787 $526K
Monetary Management Group Inc. 0.15% No change 1,785 $526K
Krane Funds Advisors LLC 0.02% Reduce -14.9% 1,776 $524K
Fifth Third Wealth Advisors LLC 0.08% Add +9.4% 1,761 $519K
AlphaQuest LLC 0.09% Reduce -8.1% 1,760 $519K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6904.0% 1,751 $516K
1ST Source Bank 0.03% No change 1,748 $515K
Dynamic Advisor Solutions LLC 0.02% Add +5.1% 1,747 $515K
Concentric Wealth Management, LLC 0.14% Add +21.0% 1,730 $510K
Thompson Siegel & Walmsley LLC 0.01% No change 1,720 $507K
Intech Investment Management LLC 0.01% Reduce -61.6% 1,718 $506K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -2.5% 1,718 $506K
Arbor Trust Wealth Advisors, LLC 0.28% Reduce -5.7% 1,670 $505K
Arkos Global Advisors 0.08% New 1,708 $503K
Crestwood Advisors Group, LLC 0.01% Reduce -6.3% 1,703 $502K
Independent Financial Group, LLC 0.02% Add +21.3% 1,702 $501K
Everett Harris & Co. 0.01% Add +1.5% 1,700 $501K
Sonora Investment Management Group, LLC 0.04% No change 1,689 $498K
Sherbrooke Park Advisers LLC 0.10% Reduce -62.4% 1,681 $495K
Caprock Group, LLC 0.03% Add +10.7% 1,680 $495K
Thrive Wealth Management, LLC 0.10% Reduce -11.0% 1,676 $494K
Alera Investment Advisors, LLC 0.07% Reduce -1.8% 1,671 $492K
Aviance Capital Partners, LLC 0.07% Reduce -19.3% 1,670 $492K
Mill Capital Management, LLC 0.04% No change 1,666 $491K
Summit Trail Advisors, LLC 0.01% Add +10.9% 1,657 $488K
Chilton Capital Management LLC 0.02% Reduce -2.3% 1,650 $486K
Harbour Investments, Inc. 0.02% Add +7.0% 1,639 $483K
Haverford Trust Co 0.01% Reduce -14.6% 1,638 $483K
STAR Financial Bank 0.41% Reduce -6.3% 1,636 $482K
Asset Dedication, LLC 0.04% Reduce -0.5% 1,635 $482K
Northern Financial Advisors Inc 0.38% Reduce -0.5% 1,632 $481K
Truvestments Capital LLC 0.18% Add +597.0% 1,631 $480K
First Command Advisory Services, Inc. 0.01% New 1,626 $479K
Baldwin Investment Management, LLC 0.06% Add +4.9% 1,615 $476K
First National Bank Sioux Falls 0.26% No change 1,600 $471K
Horst & Graben Wealth Management LLC 0.10% No change 1,600 $471K
Calton & Associates, Inc. 0.23% No change 1,598 $471K
Aptus Capital Advisors, LLC 0.01% Add +17.7% 1,595 $470K
Beverly Hills Private Wealth, LLC 0.11% Reduce -5.9% 1,594 $470K
PFG Investments, LLC 0.03% Reduce -31.2% 1,593 $469K
Ameritas Investment Partners, Inc. 0.02% Reduce -8.1% 1,589 $468K
Foundations Investment Advisors, LLC 0.01% Reduce -8.2% 1,589 $468K
Empower Advisory Group, LLC 0.00% Reduce -4.4% 1,586 $467K
Hazlett, Burt & Watson, Inc. 0.28% Add +1.7% 1,591 $467K
Rehmann Capital Advisory Group 0.03% Reduce -0.2% 1,571 $463K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.2% 1,571 $463K
ELCO Management Co., LLC 0.28% No change 1,570 $463K
Mayflower Financial Advisors, LLC 0.08% Add +4.3% 1,569 $462K
Geller Advisors LLC 0.04% Add +0.6% 1,561 $460K
Equitable Holdings, Inc. 0.01% Reduce -23.4% 1,558 $459K
Ballast Advisors LLC 0.15% Reduce -19.3% 1,557 $459K
Wealth Alliance, LLC 0.06% Add +0.5% 1,554 $458K
KPP Advisory Services LLC 0.13% Reduce -0.5% 1,550 $457K
True Link Financial Advisors, LLC 0.04% New 1,539 $453K
Financial Management Professionals, Inc. 0.07% Reduce -5.5% 1,536 $453K
Wallington Asset Management, LLC 0.07% Add +9.0% 1,526 $450K
Dearborn Partners LLC 0.02% No change 1,524 $449K
Focus Financial Network, Inc. 0.02% — 1,526 $445K
Citizens Business Bank 0.09% Add +0.1% 1,507 $444K
Graypoint LLC 0.03% Add +20.0% 1,506 $444K
Pinnacle Bancorp, Inc. 0.13% No change 1,504 $443K
Excalibur Management Corp. 0.19% Add +0.1% 1,501 $442K
Norwood Financial Corp 0.64% Add +5.0% 1,501 $442K
SkyOak Wealth, LLC 0.11% No change 1,500 $442K
Knollwood Investment Advisory, LLC 0.08% No change 1,500 $442K
Silver Lake Advisory, LLC 0.11% New 1,496 $441K
Koshinski Asset Management, Inc. 0.05% Add +59.5% 1,496 $441K
Modera Wealth Management, LLC 0.01% Reduce -4.6% 1,490 $439K
Blue Chip Partners, LLC 0.04% Add +26.0% 1,488 $438K
Burns Matteson Capital Management, LLC 0.28% New 1,481 $436K
WASHINGTON TRUST Co 0.02% No change 1,470 $433K
Cigna Investments Inc. 0.08% Reduce -2.0% 1,468 $432K
Zacks Investment Management 0.00% Add +11.8% 1,449 $428K
Wela Strategies, Inc. 0.20% Reduce -10.4% 1,453 $428K
Plimoth Trust Co. LLC 0.11% Reduce -1.0% 1,451 $428K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -13.4% 1,446 $426K
Wellington Wealth Strategies, LLC. 0.20% New 1,442 $425K
Founders Financial Alliance, LLC 0.13% New 1,432 $422K
Caitlin John, LLC 0.32% Add +4.4% 1,427 $420K
Advisor OS, LLC 0.05% Add +10.0% 1,426 $420K
Wendell David Associates Inc. 0.04% Reduce -5.3% 1,421 $419K
Procyon Advisors, LLC 0.03% Reduce -4.7% 1,415 $417K
Sageworth Trust Co 0.03% No change 1,410 $415K
Smith Salley Wealth Management 0.03% Reduce -0.8% 1,404 $414K
Torno Capital, LLC 0.09% New 1,400 $413K
Dumont & Blake Investment Advisors LLC 0.12% Add +0.4% 1,384 $408K
Evercore Wealth Management, LLC 0.01% Reduce -1.0% 1,384 $408K
Whalerock Point Partners, LLC 0.12% No change 1,383 $408K
Burke & Herbert Bank & Trust Co. 0.30% Reduce -7.7% 1,370 $404K
Stephens Inc. 0.01% Reduce -6.7% 1,362 $401K
Gabelli Funds LLC 0.00% No change 1,355 $399K
Belpointe Asset Management LLC 0.03% Reduce -4.4% 1,354 $399K
KilterHowling LLC 0.28% No change 1,354 $399K
Seven Springs Wealth Group, LLC 0.16% Add +0.1% 1,353 $399K
Mirador Capital Partners LP 0.08% Reduce -3.3% 1,352 $398K
Main Street Financial Solutions, LLC 0.04% Add +6.9% 1,341 $395K
Capstone Investment Advisors, LLC 0.01% New 1,336 $394K
Valley National Advisers Inc. 0.06% Reduce -4.3% 1,326 $390K
Chesley Taft & Associates LLC 0.02% No change 1,320 $389K
First Commonwealth Financial Corp 0.10% Reduce -13.0% 1,320 $389K
Lake Street Private Wealth, LLC 0.05% Reduce -5.1% 1,314 $387K
First Nebraska Trust Co 0.04% Add +0.2% 1,308 $385K
Lake Street Advisors Group, LLC 0.02% Reduce -3.6% 1,306 $385K
Cidel Asset Management Inc. 0.03% No change 1,305 $385K
NBT Bank, N.A. 0.03% No change 1,303 $384K
Marble Harbor Investment Counsel, LLC 0.04% No change 1,300 $383K
Gladstone Institutional Advisory LLC 0.02% Reduce -30.3% 1,282 $378K
Bruce G. Allen Investments, LLC 0.31% Reduce -0.4% 1,276 $376K
Sky Investment Group LLC 0.07% Reduce -14.7% 1,273 $375K
Atticus Wealth Management, LLC 0.12% No change 1,263 $372K
Court Place Advisors, LLC 0.12% No change 1,253 $369K
Clarius Group, LLC 0.03% Reduce -7.6% 1,247 $367K
Lanark Financial, Inc. 0.03% Reduce -1.1% 1,243 $366K
Quadrant Capital Group LLC 0.03% Reduce -10.5% 1,241 $366K
Castleark Management LLC 0.02% No change 1,240 $365K
Beacon Capital Management, LLC 0.07% Add +0.3% 1,234 $363K
Leo Wealth, LLC 0.04% Add +9.4% 1,229 $362K
Focus Partners Wealth 0.00% Add +24.0% 1,223 $360K
Kapstone Financial Advisors LLC 0.24% No change 1,222 $360K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.2% 1,219 $359K
GAMMA Investing LLC 0.07% Add +16.7% 1,218 $359K
E&G Advisors, LLC 0.11% No change 1,216 $358K
Regal Investment Advisors LLC 0.02% Reduce -1.5% 1,214 $358K
Verus Capital Partners, LLC 0.04% Reduce -10.0% 1,212 $357K
Florida Financial Advisors, LLC 0.26% Reduce -8.9% 1,210 $356K
Allianz SE 0.01% — 1,209 $356K
Shell Asset Management Co. 0.02% New 1,287 $356K
Focus Partners Advisor Solutions, LLC 0.01% New 1,202 $354K
Cutler Investment Counsel LLC 0.05% Reduce -22.9% 1,202 $354K
Ascent Group, LLC 0.03% New 1,198 $353K
Compound Planning, Inc. 0.03% Add +2.8% 1,197 $353K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -10.0% 1,196 $352K
Sterling Wealth Management, Inc. 0.17% No change 1,191 $351K
Connectus Wealth, LLC 0.01% Add +3.7% 1,184 $349K
First Affirmative Financial Network 0.26% Add +0.7% 1,185 $349K
Carr Financial Group Corp 0.12% No change 1,179 $347K
Good Life Advisors, LLC 0.03% Add +0.1% 1,177 $347K
Princeton Global Asset Management LLC 0.08% No change 1,171 $345K
Deseret Mutual Benefit Administrators 0.17% Reduce -3.2% 1,165 $343K
Wedmont Private Capital 0.03% Add +12.2% 1,134 $342K
Bison Wealth, LLC 0.06% Reduce -5.2% 1,161 $342K
Forum Financial Management, LP 0.01% Add +0.3% 1,155 $340K
Douglass Winthrop Advisors, LLC 0.01% No change 1,150 $339K
Debussy Capital Management LP 0.10% Reduce -2.5% 1,131 $338K
Tradition Wealth Management, LLC 0.03% Reduce -0.2% 1,146 $338K
GW Henssler & Associates Ltd. 0.02% Add +0.1% 1,141 $336K
Waldron Private Wealth LLC 0.02% Add +1.0% 1,141 $336K
Philadelphia Trust Co. 0.03% No change 1,130 $333K
Perpetual Ltd 0.00% No change 1,130 $333K
Fidelis Capital Partners, LLC 0.05% Add +0.8% 1,128 $332K
First Financial Bankshares Inc 0.01% New 1,128 $332K
City State Bank 0.15% No change 1,127 $332K
Fortem Financial Group, LLC 0.15% Add +5.8% 1,127 $332K
First PREMIER Bank 0.09% No change 1,118 $329K
WMS Partners, LLC 0.02% Add +2.6% 1,113 $328K
Cardiff Park Advisors, LLC 0.03% No change 1,112 $328K
Farmers Trust Co. 0.07% No change 1,109 $327K
BLB&B Advisors, LLC 0.02% No change 1,108 $326K
Keystone Wealth Services, LLC 0.11% Add +0.6% 1,101 $324K
Hyman Charles D 0.02% No change 1,100 $324K
Clarus Wealth Advisors 0.18% New 1,070 $323K
Financial Partners Group, LLC 0.12% New 1,095 $323K
Creative Financial Designs Inc. 0.03% Reduce -8.9% 1,094 $322K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -4.1% 1,094 $322K
Personal Cfo Solutions, LLC 0.05% Add +11.4% 1,088 $321K
Allen Capital Group, LLC 0.05% Add +6.6% 1,086 $320K
Dover Advisors, LLC 0.22% Add +3.3% 1,085 $320K
Petrus Trust Company, LTA 0.03% Reduce -64.0% 1,084 $319K
CreativeOne Wealth, LLC 0.01% New 1,080 $318K
Kirr Marbach & Co. LLC 0.08% Reduce -8.7% 1,079 $318K
Missouri Trust & Investment Co 0.12% Reduce -3.1% 1,075 $317K
LCNB Corp. 0.11% No change 1,067 $314K
Trust Co. of Toledo NA 0.05% No change 1,066 $314K
Rogco, LP 0.13% Add +8.7% 1,063 $313K
Ashton Thomas Private Wealth, LLC 0.02% No change 1,061 $313K
Cohen & Steers, Inc. 0.00% No change 1,060 $312K
S.A. Mason LLC 0.19% No change 1,050 $309K
Cutter & CO Brokerage, Inc. 0.08% No change 1,050 $309K
EagleClaw Capital Managment, LLC 0.06% No change 1,050 $309K
Performance Wealth Partners, LLC 0.01% No change 1,050 $309K
Comprehensive Financial Consultants Institutional, Inc. 0.13% Add +5.7% 1,041 $307K
Cambridge Trust Co. 0.01% Reduce -6.0% 1,034 $305K
SpiderRock Advisors, LLC 0.01% — 1,062 $304K
Sweeney & Michel, LLC 0.13% — 1,029 $304K
Waterfront Wealth Inc. 0.09% No change 1,044 $304K
LexAurum Advisors, LLC 0.08% New 1,031 $304K
Colonial River Investments, LLC 0.17% No change 1,020 $301K
Sound View Wealth Advisors Group, LLC 0.03% Add +2.6% 1,016 $299K
Breakwater Capital Group 0.08% Reduce -6.9% 1,016 $299K
Live Oak Private Wealth LLC 0.05% No change 1,012 $298K
Wealth Effects LLC 0.11% Add +0.1% 1,011 $298K
Financial Counselors Inc. 0.01% Reduce -8.4% 1,007 $297K
Provident Investment Management, Inc. 0.03% Reduce -33.6% 1,003 $296K
Fulcrum Capital LLC 0.07% No change 1,002 $295K
Heartwood Wealth Advisors LLC 0.04% No change 1,001 $295K
Cladis Investment Advisory, LLC 0.22% No change 1,000 $295K
GS Investments, Inc. 0.14% No change 1,000 $295K
Axq Capital, LP 0.07% New 1,000 $295K
Blue Trust, Inc. 0.00% Reduce -1.1% 991 $292K
Catalina Capital Group, LLC 0.12% New 985 $290K
Quad-Cities Investment Group, LLC 0.17% Reduce -15.4% 985 $290K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -0.2% 983 $290K
Lion Street Advisors, LLC 0.12% No change 1,207 $289K
Covenant Partners, LLC 0.08% No change 980 $289K
Angeles Wealth Management, LLC 0.03% Reduce -2.5% 980 $289K
NewEdge Wealth, LLC 0.01% New 1,030 $289K
Americana Partners, LLC 0.02% New 971 $286K
Archford Capital Strategies, LLC 0.05% Add +9.9% 968 $285K
Moneta Group Investment Advisors LLC 0.00% Add +13.0% 964 $284K
BNP Paribas 0.01% — 962 $283K
Keebeck Wealth Management 0.04% Reduce -4.0% 960 $283K
Spire Wealth Management 0.01% Reduce -1.7% 958 $282K
Bridgewater Associates 0.00% Reduce -97.2% 958 $282K
Marco Investment Management LLC 0.03% No change 955 $281K
Fiduciary Family Office, LLC 0.11% No change 954 $281K
Cary Street Partners Investment Advisory LLC 0.01% New 953 $281K
Optimum Investment Advisors 0.13% No change 950 $280K
CM Wealth Advisors LLC 0.08% New 972 $279K
Kohmann Bosshard Financial Services, LLC 0.04% Add +0.1% 941 $277K
Legacy Private Trust Co. 0.02% Add +1.6% 935 $275K
Manchester Capital Management LLC 0.03% Add +6.2% 932 $275K
Perigon Wealth Management, LLC 0.01% Reduce -32.7% 929 $274K
Sovereign Financial Group, Inc. 0.07% New 919 $271K
Howland Capital Management LLC 0.01% Reduce -2.4% 910 $268K
Cortland Associates Inc. 0.03% Add +0.6% 909 $268K
First Business Financial Services, Inc. 0.03% No change 904 $266K
Eudaimonia Partners, LLC 0.06% No change 903 $266K
Oak Asset Management, LLC 0.10% No change 901 $265K
Fortune Financial Advisors, LLC 0.17% No change 897 $264K
SeaCrest Wealth Management, LLC 0.03% Reduce -26.0% 896 $264K
Zhang Financial LLC 0.02% No change 895 $264K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -51.2% 889 $262K
Equitable Trust Co. 0.02% New 888 $262K
Annex Advisory Services, LLC 0.01% New 888 $262K
Choate Investment Advisors 0.01% No change 887 $261K
Penserra Capital Management LLC 0.00% Reduce -39.9% 890 $261K
Icon Wealth Advisors, LLC 0.02% Add +47.8% 884 $260K
Central Pacific Bank - Trust Division 0.03% — 883 $260K
Nicolet Advisory Services, LLC 0.03% Reduce -6.6% 858 $259K
&partners 0.04% New 877 $258K
L.M. Kohn & Company 0.07% No change 873 $257K
HUB Investment Partners, LLC 0.01% New 872 $257K
Atlanta Consulting Group Advisors, LLC 0.09% — 870 $256K
Greenfield Savings Bank 0.13% Reduce -2.7% 869 $256K
Prio Wealth Limited Partnership 0.01% Reduce -0.3% 866 $255K
Wilkinson Global Asset Management LLC 0.02% Reduce -13.1% 860 $253K
9258 Wealth Management, LLC 0.04% New 859 $253K
OneAscent Financial Services LLC 0.03% Reduce -6.1% 852 $251K
Neumann Capital Management, LLC 0.09% New 850 $250K
Colonial Trust Advisors 0.02% Reduce -1.6% 850 $250K
Kanawha Capital Management LLC 0.02% Add +0.1% 850 $250K
Red Door Wealth Management, LLC 0.05% New 849 $250K
Smartleaf Asset Management LLC 0.05% Add +1360.3% 847 $250K
Chicago Partners Investment Group LLC 0.01% New 852 $249K
Waddell & Associates, LLC 0.03% No change 842 $248K
Wescott Financial Advisory Group, LLC 0.03% New 839 $247K
Shelton Capital Management 0.01% No change 838 $247K
FourThought Financial Partners, LLC 0.03% New 836 $246K
Freestone Capital Holdings, LLC 0.01% Reduce -8.1% 835 $246K
Beach Investment Counsel Inc. 0.03% No change 1,026 $246K
Mandatum Life Insurance Co Ltd 0.08% Reduce -8.6% 830 $245K
Aaron Wealth Advisors LLC 0.03% Reduce -10.1% 825 $243K
Sentry Investment Management LLC 0.09% New 826 $243K
Morningstar Investment Management LLC 0.03% New 817 $241K
Madison Wealth Partners, Inc 0.09% New 818 $241K
Harbor Investment Advisory, LLC 0.03% No change 817 $241K
JB Capital LLC 0.02% New 815 $240K
Intrua Financial, LLC 0.04% Reduce -7.5% 815 $240K
Astoria Portfolio Advisors LLC. 0.09% Reduce -20.0% 804 $238K
Tennessee Valley Asset Management Partners 0.06% Reduce -1.1% 805 $237K
Avestar Capital, LLC 0.03% New 800 $236K
Clearbridge Investments, LLC 0.00% New 800 $236K
Anchor Investment Management, LLC 0.02% Reduce -4.2% 798 $235K
Swisher Financial Concepts, Inc. 0.20% Reduce -15.1% 782 $235K
Portside Wealth Group, LLC 0.04% New 793 $234K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% New 791 $233K
Zullo Investment Group, Inc. 0.11% New 787 $232K
Fort Washington Investment Advisors Inc. 0.00% New 787 $232K
Capital Investment Advisory Services, LLC 0.02% New 785 $231K
Curi Capital, LLC 0.01% Reduce -12.4% 777 $229K
American Trust Investment Advisors, LLC 0.11% Reduce -27.0% 772 $227K
Adirondack Trust Co. 0.10% No change 770 $227K
Aspiriant, LLC 0.01% New 764 $225K
Asset Allocation & Management Company, LLC 0.15% New 763 $225K
Advisory Alpha, LLC 0.01% New 762 $225K
River Wealth Advisors LLC 0.03% New 761 $224K
PDS Planning, Inc 0.02% New 760 $224K
Centaurus Financial, Inc. 0.02% Add +26.3% 758 $223K
Meridian Wealth Management, LLC 0.04% New 752 $222K
Ramirez Asset Management, Inc. 0.04% No change 740 $218K
Evermay Wealth Management LLC 0.03% Reduce -9.5% 737 $217K
Keel Point, LLC 0.02% New 733 $216K
AXS Investments LLC 0.05% Add +8.2% 730 $215K
Pettyjohn, Wood & White, Inc. 0.04% New 730 $215K
Park National Corp. 0.01% New 730 $215K
Redwood Financial Network Corp 0.19% Reduce -25.4% 728 $215K
Abn Amro Investment Solutions 0.00% New 721 $212K
Sage Mountain Advisors LLC 0.02% New 717 $211K
Occudo Quantitative Strategies LP 0.04% Reduce -96.0% 705 $208K
CW Advisors, LLC 0.00% Reduce -16.2% 704 $208K
MCF Advisors LLC 0.02% No change 701 $207K
Kelleher Financial Advisors 0.09% No change 700 $206K
Bank of Nova Scotia Trust Co. 0.02% New 700 $206K
Destination Wealth Management 0.01% New 700 $206K
Agf Management Ltd. 0.00% New 700 $206K
Valmark Advisers, Inc. 0.00% New 691 $204K
FDx Advisors, Inc. 0.03% New 688 $203K
MJP Associates Inc. 0.04% New 686 $202K
Leavell Investment Management, Inc. 0.01% New 684 $202K
CRA Financial Services, LLC 0.04% New 685 $202K
Commonwealth Financial Services, LLC 0.05% No change 835 $200K
Capital Analysts, LLC 0.01% Add +0.1% 672 $198K
Cape Investment Advisory, Inc. 0.09% No change 650 $192K
Union Savings Bank 0.10% Reduce -3.3% 646 $190K
EverSource Wealth Advisors, LLC 0.01% Add +93.3% 665 $188K
FRG Family Wealth Advisors LLC 0.04% New 655 $185K
CI Investments Inc. 0.00% Add +57.7% 623 $184K
Quent Capital, LLC 0.02% Add +4.7% 603 $178K
Crewe Advisors LLC 0.02% New 570 $168K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -7.9% 562 $166K
AdvisorNet Financial, Inc 0.01% Reduce -5.0% 528 $156K
Caldwell Sutter Capital, Inc. 0.07% Reduce -16.3% 518 $153K
First Foundation Advisors 0.01% New 510 $150K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.4% 510 $150K
Colonial Trust Co / SC 0.03% No change 510 $150K
United Community Bank 0.06% Add +23.1% 506 $149K
Bray Capital Advisors 0.04% No change 500 $147K
Foster Dykema Cabot & Partners, LLC 0.01% No change 498 $147K
Point72 Asia (Singapore) Pte. Ltd. 0.04% New 494 $146K
ICA Group Wealth Management, LLC 0.03% Reduce -8.6% 491 $145K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +182.6% 472 $139K
Compass Wealth Management LLC 0.03% Reduce -6.2% 469 $138K
Acadian Asset Management LLC 0.00% Reduce -58.7% 471 $138K
Baldwin Wealth Partners LLC 0.01% Reduce -17.9% 439 $129K
Zions Bancorporation, N.A. 0.01% Reduce -0.2% 432 $127K
Glen Eagle Advisors, LLC 0.02% Reduce -21.5% 412 $121K
CoreFirst Bank & Trust 0.08% No change 411 $121K
First Manhattan Co. Llc. 0.00% Reduce -0.2% 410 $121K
Toth Financial Advisory Corp. 0.02% No change 409 $121K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% Reduce -4.7% 407 $120K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% Add +25.0% 400 $118K
Alta Advisers Ltd 0.06% No change 400 $118K
Avalon Trust Co 0.01% No change 400 $118K
Pinnacle Financial Partners Inc 0.00% No change 400 $118K
Oliver Lagore Vanvalin Investment Group 0.04% No change 397 $117K
Northwest Bank & Trust Co 0.10% No change 400 $113K
Emfo, LLC 0.10% No change 380 $112K
Garde Capital, Inc. 0.01% New 377 $111K
First Financial Corp. 0.06% Add +78.5% 373 $110K
Webster Bank, N. A. 0.01% No change 371 $109K
Mendota Financial Group, LLC 0.06% Reduce -5.1% 370 $109K
Silvant Capital Management LLC 0.01% No change 354 $104K
Core Wealth Advisors, Inc. 0.04% No change 350 $103K
Smithfield Trust Co 0.01% No change 340 $102K
Jamison Private Wealth Management, Inc. 0.02% Add +2.1% 336 $99K
Gen-Wealth Partners Inc 0.05% — 332 $98K
Laurel Wealth Advisors LLC 0.02% No change 330 $97K
Central Bank & Trust Co. 0.01% Reduce -26.1% 329 $97K
Avior Wealth Management, LLC 0.00% Add +2086.7% 328 $97K
Hilltop National Bank 0.03% — 305 $90K
Ancora Advisors LLC 0.00% Add +4.2% 300 $88K
Armstrong Advisory Group, Inc. 0.01% No change 366 $88K
Paladin Advisory Group, LLC 0.07% No change 288 $85K
Planning Capital Management Corp 0.06% No change 287 $85K
Piscataqua Savings Bank 0.07% Reduce -21.0% 279 $82K
Riverview Trust Co 0.06% New 266 $78K
FinTrust Capital Advisors, LLC 0.01% No change 263 $77K
Atlas Capital Advisors Inc. 0.01% Reduce -8.8% 260 $77K
Delta Asset Management LLC 0.01% No change 255 $75K
SouthState Bank Corp 0.01% Reduce -3.1% 250 $74K
Continuum Advisory, LLC 0.01% New 250 $74K
Bell Investment Advisors, Inc 0.01% Reduce -2.4% 248 $73K
LifeSteps Financial, Inc. 0.05% New 243 $72K
Homestead Advisers Corp 0.00% No change 241 $71K
State of Wyoming 0.01% Reduce -38.9% 233 $69K
Orion Capital Management LLC 0.04% No change 228 $67K
Versant Capital Management, Inc 0.02% No change 204 $60K
Kozak & Associates, Inc. 0.02% Add +1.0% 209 $60K
Investors Research Corp 0.01% Reduce -19.4% 200 $59K
Intelligent Financial Strategies 0.04% No change 195 $57K
Salem Investment Counselors Inc. 0.00% No change 195 $57K
Horizon Bancorp Inc. 0.03% Reduce -5.0% 192 $57K
Peoples Bank 0.04% No change 190 $56K
Rosenberg Matthew Hamilton 0.02% No change 188 $55K
Trust Co 0.01% Reduce -14.7% 186 $55K
Exchange Traded Concepts, LLC 0.00% Reduce -33.6% 184 $54K
Cassady Schiller Wealth Management, LLC 0.02% Add +13.8% 181 $53K
WR Wealth Planners, LLC 0.02% New 173 $51K
Provenance Wealth Advisors, LLC 0.01% New 173 $51K
Independence Bank of Kentucky 0.01% Reduce -40.4% 170 $50K
Hoey Investments, Inc. 0.01% Reduce -52.6% 170 $50K
Front Row Advisors LLC 0.02% New 163 $48K
Plato Investment Management Ltd 0.01% No change 163 $48K
Cutler Group LLC / CA 0.02% New 166 $48K
DHJJ Financial Advisors, Ltd. 0.02% No change 161 $47K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -1.2% 161 $47K
Thompson Investment Management, Inc. 0.01% New 158 $47K
Plante Moran Financial Advisors, LLC 0.01% Add +58.0% 158 $47K
Westpac Banking Corp. 0.00% No change 156 $46K
Pittenger & Anderson Inc. 0.00% No change 150 $44K
Walleye Trading LLC 0.00% Reduce -87.8% 145 $43K
Park Place Capital Corp 0.01% Reduce -50.0% 140 $41K
Nemes Rush Group LLC 0.01% No change 140 $41K
Hall Laurie J Trustee 0.01% No change 140 $41K
Capital Advisors, Ltd. LLC 0.01% Add +9.4% 139 $41K
MV Capital Management, Inc. 0.00% Add +2.3% 136 $40K
Westside Investment Management, Inc. 0.01% No change 130 $38K
Aspire Private Capital, LLC 0.01% No change 129 $38K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.8% 129 $38K
Godsey & Gibb, Inc. 0.00% New 128 $38K
Global Wealth Strategies & Associates 0.01% No change 128 $38K
West Financial Advisors, LLC 0.01% No change 126 $37K
Kepos Capital LP 0.01% Reduce -31.5% 126 $37K
EntryPoint Capital, LLC 0.03% Reduce -31.4% 120 $35K
Private Wealth Management Group, LLC 0.02% Add +8.3% 117 $34K
Ofi Invest Asset Management 0.00% Add +8.6% 126 $34K
Hexagon Capital Partners LLC 0.01% Reduce -45.3% 116 $34K
HHM Wealth Advisors, LLC 0.01% No change 115 $34K
JNBA Financial Advisors 0.00% Add +1111.1% 109 $32K
Janiczek Wealth Management, LLC 0.01% Reduce -82.6% 105 $31K
LRI Investments, LLC 0.01% — 104 $31K
Sound Income Strategies, LLC 0.00% Add +29.1% 102 $30K
Wolff Wiese Magana LLC 0.03% Reduce -2.9% 102 $30K
Bangor Savings Bank 0.00% No change 102 $30K
SOA Wealth Advisors, LLC. 0.01% No change 101 $30K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $29K
Fortitude Family Office, LLC 0.02% No change 96 $28K
Standard Family Office LLC 0.04% New 94 $28K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 90 $27K
Gould Capital, LLC 0.02% Add +1.2% 85 $25K
Covestor Ltd 0.02% Reduce -87.3% 84 $25K
JFS Wealth Advisors, LLC 0.00% Reduce -2.4% 83 $24K
Silver Oak Securities, Incorporated 0.00% Reduce -83.4% 82 $24K
Winch Advisory Services, LLC 0.01% No change 80 $24K
Annapolis Financial Services, LLC 0.01% New 80 $24K
Hollencrest Capital Management 0.00% Add +566.7% 80 $24K
Cetera Trust Company, N.A 0.01% No change 76 $22K
Rise Advisors, LLC 0.01% New 75 $22K
First United Bank & Trust 0.01% Reduce -29.1% 73 $22K
Tidemark, LLC 0.01% Add +1.5% 68 $20K
OAKMONT Corp 0.00% No change 65 $19K
McIlrath & Eck, LLC 0.00% No change 63 $19K
Sachetta, LLC 0.01% No change 71 $17K
Sittner & Nelson, LLC 0.01% No change 56 $17K
Distillate Capital Partners LLC 2.67% Add +3.9% 54 $16K
Global Assets Advisory, LLC 0.01% New 52 $15K
GW&K Investment Management, LLC 0.00% Add +8.7% 50 $15K
Game Plan Financial Advisors, LLC 0.01% No change 50 $15K
NFSG Corp 0.01% No change 50 $15K
Retirement Group, LLC 0.01% New 50 $15K
Addison Advisors LLC 0.01% Reduce -13.8% 50 $15K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 50 $15K
West Paces Advisors Inc. 0.00% Reduce -26.5% 50 $15K
Duncker Streett & Co. Inc. 0.00% No change 50 $15K
Register Financial Advisors LLC 0.01% New 49 $14K
Cornerstone Planning Group LLC 0.00% Add +2.0% 51 $14K
Bank of New Hampshire 0.00% Reduce -73.8% 48 $14K
Wetzel Investment Advisors, Inc. 0.01% No change 48 $14K
Legend Financial Advisors, Inc. 0.01% No change 47 $14K
Global Trust Asset Management, LLC 0.01% No change 47 $14K
PSI Advisors, LLC 0.00% Reduce -2.2% 44 $13K
Estabrook Capital Management 0.00% No change 43 $13K
Pacifica Partners Inc. 0.01% No change 44 $13K
Northwest Investment Counselors, LLC 0.00% New 42 $12K
Centerpoint Advisors, LLC 0.00% No change 40 $12K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% — 40 $12K
Gradient Investments LLC 0.00% Reduce -80.5% 40 $12K
Financial Avengers, Inc. 0.01% No change 39 $11K
Transcendent Capital Group LLC 0.01% No change 38 $11K
Private Ocean, LLC 0.00% No change 37 $11K
Raffa Wealth Management, LLC 0.00% No change 36 $11K
Laffer Tengler Investments, Inc. 0.00% New 34 $10K
Twin Lakes Capital Management, LLC 0.01% No change 34 $10K
Key Financial Inc 0.00% No change 32 $9K
Your Advocates Ltd., LLP 0.00% No change 30 $9K
Impact Partnership Wealth, LLC 0.00% No change 30 $9K
Carolina Wealth Advisors, LLC 0.00% No change 30 $9K
Frazier Financial Advisors, LLC 0.01% Add +833.3% 28 $8K
Tucker Asset Management LLC 0.00% No change 27 $8K
Grove Bank & Trust 0.00% No change 26 $8K
Abound Wealth Management 0.00% Reduce -64.3% 25 $7K
Meeder Asset Management Inc. 0.00% New 25 $7K
Carolinas Wealth Consulting LLC 0.00% Reduce -80.7% 21 $6K
Stone House Investment Management, LLC 0.00% No change 20 $6K
ORG Partners LLC 0.01% Reduce -4.8% 20 $6K
Founders Capital Management 0.00% No change 19 $6K
SJS Investment Consulting Inc. 0.00% Add +5.9% 18 $5K
Eagle Bay Advisors LLC 0.00% New 18 $5K
Westend Capital Management, LLC 0.00% — 18 $5K
Prestige Wealth Management Group LLC 0.00% No change 18 $5K
Arax Advisory Partners 0.00% No change 17 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 17 $5K
Avion Wealth 0.00% Add +60.0% 16 $5K
ClariVest Asset Management LLC 0.00% Add +77.8% 16 $5K
Redmont Wealth Advisors LLC 0.01% New 15 $4K
Gold Investment Management Ltd. 0.00% No change 15 $4K
CVA Family Office, LLC 0.00% Reduce -93.6% 15 $4K
Valued Wealth Advisors LLC 0.00% Add +250.0% 14 $4K
Frank, Rimerman Advisors LLC 0.00% No change 13 $4K
1832 Asset Management L.P. 0.00% New 13 $4K
TruNorth Capital Management, LLC 0.00% — 12 $4K
Dunhill Financial, LLC 0.00% Add +20.0% 12 $3K
RFP Financial Group LLC 0.00% New 9 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 8 $2K
Northwest Capital Management Inc 0.00% No change 7 $2K
Salomon & Ludwin, LLC 0.00% No change 6 $2K
USA Financial Formulas 0.00% Reduce -97.1% 5 $1K
Core Alternative Capital 0.00% Reduce -92.0% 4 $1K
TFC Financial Management, Inc. 0.00% Add +33.3% 4 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 2 $1K
Global Financial Private Client, LLC 0.00% No change 3 $884
TFO Wealth Partners, LLC 0.00% Reduce -50.0% 3 $884
Beaird Harris Wealth Management, LLC 0.00% No change 3 $884
PEAK6 Investments LLC 0.00% New 2 $670
Nvwm, LLC 0.00% New 2 $589
Semmax Financial Advisors Inc. 0.00% No change 1 $298
Rakuten Securities, Inc. 0.00% No change 1 $295

"% of holder's portfolio" is CMI's weight in each manager's 13F, not the share of Cummins Inc. the manager owns.