CumminsCMI

13F holders, Q2 2024 (June 30)
1,390holders +22
102new positions
80sold out
11famous investors
$276.95avg. 13F price*

At the end of Q2 2024, 1,390 institutions reported holding Cummins Inc. (CMI) in their 13F filings, up 22 from Q1 2024. 102 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock Inc. ($3.3B) and T. Rowe Price Associates Inc. ($1.9B). 11 famous investors held it, including Chris Bloomstran (2.0% of Semper Augustus Investments's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Cliff Asness (0.3% 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 → Q2 2024

InstitutionsTotal Value
New Positions102$244.6M
Exits80$99.0M

All 13F filers, Q1 2024 → Q2 2024: 8,339,368 shares bought and 9,593,535 shares sold, net −1,254,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,390 holders

Vanguard Group Inc. 0.09% Add +0.2% 16,699,429 $4.6B
BlackRock Inc. 0.08% Add +3.9% 12,015,719 $3.3B
T. Rowe Price Associates Inc. 0.23% Reduce -13.4% 6,882,241 $1.9B
State Street Corp. 0.07% Add +1.7% 6,173,348 $1.7B
Geode Capital Management, LLC 0.08% Add +3.0% 3,356,631 $929.6M
Morgan Stanley 0.07% Add +53.1% 3,160,629 $875.3M
Fisher Asset Management 0.34% Add +5.1% 2,840,172 $786.5M
First Eagle Investment Management, LLC 1.25% Reduce -0.1% 1,997,498 $553.2M
Ameriprise Financial Inc. 0.14% Add +8.0% 1,870,753 $518.1M
Northern Trust Corp. 0.08% Add +5.1% 1,709,793 $473.5M
Dimensional Fund Advisors LP 0.12% Add +1.6% 1,696,538 $469.9M
Public Investment Fund 2.58% Reduce -9.0% 1,638,985 $453.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +30.7% 1,575,774 $436.4M
Stifel Financial Corp. 0.47% Reduce -2.4% 1,519,809 $420.9M
Legal & General Group Plc 0.11% Add +0.5% 1,428,979 $395.7M
Hotchkis & Wiley Capital Management LLC 1.32% Reduce -1.5% 1,362,761 $377.4M
Norges Bank 0.05% Add +2.8% 1,303,312 $360.9M
Royal Bank of Canada 0.09% Add +19.4% 1,297,624 $359.4M
LSV Asset Management 0.76% Reduce -4.8% 1,259,591 $348.8M
FMR LLC 0.02% Add +59.7% 1,165,851 $322.9M
Marshfield Associates 6.38% Add +0.3% 1,042,498 $288.7M
Principal Financial Group Inc. 0.16% Reduce -3.1% 995,527 $275.7M
Bank of America Corp. 0.02% Reduce -17.4% 937,386 $259.6M
JPMorgan Chase & Co. 0.02% Add +23.0% 920,786 $255.0M
Invesco Ltd. 0.05% Add +26.8% 910,970 $252.3M
Nordea Investment Management AB 0.30% Add +0.0% 911,948 $252.2M
Bank of New York Mellon Corp 0.05% Reduce -3.6% 889,717 $246.4M
Charles Schwab Investment Management Inc. 0.05% Add +1.9% 860,107 $238.2M
American Century Companies Inc. 0.12% Add +8.8% 713,181 $197.5M
Loomis Sayles & Co. L P 0.26% Reduce -0.4% 672,867 $186.3M
HSBC Holdings PLC 0.12% Add +15.4% 648,990 $179.3M
Envestnet Asset Management Inc. 0.06% Add +1.3% 640,999 $177.5M
Beutel, Goodman & Co Ltd. 0.93% Add +0.8% 630,592 $174.6M
AQR Capital Management 0.26% Add +31.0% 616,876 $170.8M
Cincinnati Insurance Co. 2.77% No change 606,400 $167.9M
Goldman Sachs Group Inc. 0.03% Reduce -28.6% 586,932 $162.5M
Man Group plc 0.40% Add +296.5% 525,714 $145.6M
UBS Group AG 0.04% Reduce -36.6% 521,665 $144.5M
Aberdeen Group plc 0.27% Add +8.8% 499,281 $138.3M
Hamlin Capital Management, LLC 3.96% Reduce -1.0% 484,948 $134.4M
HighTower Advisors, LLC 0.21% Add +4.4% 478,211 $132.5M
Arrowstreet Capital, Limited Partnership 0.11% Add +62.4% 442,300 $122.5M
Parnassus Investments, LLC 0.26% Reduce -6.1% 427,848 $118.5M
Swiss National Bank 0.08% Reduce -4.5% 404,878 $112.1M
Two Sigma Advisers, LP 0.24% Reduce -45.0% 395,641 $109.6M
Deutsche Bank AG 0.05% Reduce -26.7% 395,615 $109.6M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -7.7% 379,153 $105.0M
Epoch Investment Partners, Inc. 0.46% Reduce -4.9% 362,001 $100.2M
Citigroup Inc. 0.10% Add +13.2% 358,598 $99.3M
Neuberger Berman Group LLC 0.08% Add +27.4% 358,141 $99.2M
Nuveen Asset Management, LLC 0.03% Reduce -7.2% 350,381 $97.0M
Wells Fargo & Company 0.02% Reduce -1.1% 341,569 $94.6M
Bank of Montreal 0.03% Add +18.6% 323,218 $92.0M
Corient Private Wealth LP 0.16% Add +3.0% 329,063 $91.1M
Amundi 0.03% Reduce -24.7% 332,913 $90.6M
Voloridge Investment Management, LLC 0.33% Add +2.9% 317,238 $87.9M
DekaBank Deutsche Girozentrale 0.16% Reduce -2.2% 309,674 $86.9M
Robeco Institutional Asset Management B.V. 0.18% Add +28.1% 308,627 $85.5M
Earnest Partners LLC 0.39% Reduce -0.7% 304,273 $84.3M
Rhumbline Advisers 0.08% Reduce -0.9% 299,927 $83.1M
LPL Financial LLC 0.04% Add +3.2% 298,706 $82.7M
Barclays PLC 0.04% Reduce -43.5% 298,164 $82.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Add +83.8% 291,192 $80.6M
Manufacturers Life Insurance Company, The 0.07% Reduce -3.1% 282,122 $78.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +10.1% 277,973 $77.0M
Lord, Abbett & Co. LLC 0.25% Add +86.1% 272,076 $75.3M
Lazard Asset Management LLC 0.10% Add +9248.0% 271,372 $75.2M
Public Sector Pension Investment Board 0.47% Add +28.0% 265,602 $73.6M
Korea Investment CORP 0.18% Add +43.3% 265,091 $73.4M
California Public Employees Retirement System 0.05% Add +3.2% 256,346 $71.0M
Two Sigma Investments, LP 0.17% Reduce -65.7% 252,182 $69.8M
Raymond James & Associates 0.05% Reduce -2.8% 251,979 $69.8M
Russell Investments Group, Ltd. 0.11% Add +20.6% 248,301 $68.8M
Jupiter Asset Management Ltd. 0.64% New 245,616 $68.0M
Millennium Management 0.06% Reduce -19.7% 241,396 $66.8M
BNP Paribas Financial Markets 0.07% Reduce -12.0% 233,261 $64.6M
AXA S.A. 0.19% Add +247.5% 229,051 $63.4M
D.A. Davidson & Co. 0.56% Reduce -0.1% 227,692 $63.1M
Old Republic International Corp. 2.48% No change 219,500 $60.8M
California State Teachers Retirement System 0.07% Reduce -0.3% 213,596 $59.2M
National Pension Service 0.07% Reduce -2.6% 208,049 $57.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +8.8% 203,445 $56.3M
SG Americas Securities, LLC 0.35% Add +1012.0% 197,068 $54.6M
Prudential Financial Inc. 0.08% Add +23.8% 185,939 $51.5M
Alliancebernstein L.P. 0.02% Reduce -0.4% 182,575 $50.6M
Jacobs Levy Equity Management, Inc. 0.21% Add +62.5% 182,513 $50.5M
Brown Advisory Inc. 0.07% Add +16.1% 180,575 $50.0M
Aviva PLC 0.14% Add +17.2% 176,285 $48.8M
Victory Capital Management Inc. 0.05% Add +12.2% 173,662 $48.1M
Renaissance Technologies 0.08% New 168,300 $46.6M
First Trust Advisors LP 0.05% Reduce -85.4% 163,769 $45.4M
Schroder Investment Management Group 0.05% Add +115.1% 156,866 $43.4M
Mariner, LLC 0.08% Add +2.2% 153,858 $42.6M
AEGON ASSET MANAGEMENT UK Plc 0.60% Add +63.0% 152,735 $42.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +79.0% 151,195 $41.9M
Pictet Asset Management Holding SA 0.05% Add +73.2% 145,376 $40.3M
Canada Pension Plan Investment Board 0.04% Add +44.5% 145,309 $40.2M
Raymond James Financial Services Advisors, Inc. 0.06% Reduce -9.6% 144,189 $39.9M
Todd Asset Management LLC 0.80% Reduce -0.6% 138,763 $38.4M
State Board of Administration of Florida Retirement System 0.08% Reduce -16.1% 138,562 $38.4M
Applied Finance Capital Management, LLC 1.74% Add +46.7% 135,618 $37.6M
Franklin Resources Inc. 0.01% Reduce -12.7% 134,080 $37.1M
Keybank National Association 0.15% Reduce -3.7% 131,270 $36.4M
New York State Common Retirement Fund 0.05% Reduce -3.5% 130,247 $36.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -1.9% 129,720 $35.9M
Conning Inc. 1.33% Reduce -7.6% 128,710 $35.6M
HRT Financial LP 0.20% New 127,999 $35.4M
Sei Investments Co. 0.05% Add +0.2% 124,735 $34.5M
Worldquant Millennium Advisors LLC 0.31% Reduce -13.7% 123,875 $34.3M
PNC Financial Services Group, Inc. 0.02% Reduce -3.1% 123,764 $34.3M
Guggenheim Capital LLC 0.24% Add +3.0% 121,600 $33.7M
New York State Teachers Retirement System 0.07% Reduce -4.1% 118,081 $32.7M
Citadel Advisors 0.03% Add +37.6% 117,047 $32.4M
Great Lakes Advisors, LLC 0.29% Add +0.0% 116,897 $32.4M
Capital Investment Advisors, LLC 0.72% Add +1.8% 115,157 $31.9M
CANADA LIFE ASSURANCE Co 0.06% Add +6.3% 114,908 $31.8M
Cardinal Capital Management, Inc. 1.19% Reduce -1.2% 111,444 $30.9M
TD Asset Management Inc 0.03% Reduce -1.7% 108,293 $30.0M
Susquehanna Fundamental Investments, LLC 0.68% Add +21.1% 106,537 $29.5M
Teachers Retirement System of the State of Kentucky 0.26% Reduce -0.7% 103,404 $28.6M
Swedbank AB 0.04% Reduce -32.3% 102,217 $28.3M
Cerity Partners LLC 0.08% Add +11.2% 101,882 $28.2M
GMO 0.09% Add +48.0% 97,960 $27.1M
Natixis Advisors, LLC 0.06% Add +0.7% 96,573 $26.7M
Fifth Third Bancorp 0.10% Add +6.2% 92,887 $25.7M
Storebrand Asset Management As 0.08% Reduce -4.2% 90,380 $25.0M
Alps Advisors Inc. 0.17% Reduce -1.5% 89,311 $24.7M
Allianz Asset Management GmbH 0.04% Reduce -17.3% 87,306 $24.2M
Janus Henderson Group PLC 0.01% Add +0.8% 81,389 $22.5M
Brandywine Global Investment Management, LLC 0.17% Add +13.0% 80,670 $22.3M
National Bank of Canada 0.03% Add +6.4% 81,183 $22.1M
Gateway Investment Advisers LLC 0.25% Add +1.0% 79,348 $22.0M
Voya Investment Management LLC 0.02% Reduce -0.8% 78,938 $21.9M
State of Wisconsin Investment Board 0.06% Reduce -7.0% 77,823 $21.6M
Peapack Gladstone Financial Corp. 0.33% Reduce -0.1% 77,647 $21.5M
Public Employees Retirement System of Ohio 0.08% Add +9.9% 76,674 $21.2M
Jane Street Group, LLC 0.02% Reduce -62.6% 76,572 $21.2M
KBC Group NV 0.06% Add +0.9% 76,179 $21.1M
Foundry Partners, LLC 1.13% New 76,094 $21.1M
DDD Partners, LLC 2.44% Add +0.6% 75,942 $21.0M
State of Tennessee, Department of Treasury 0.08% Add +34.8% 74,984 $20.8M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.0% 74,947 $20.8M
US Bancorp \de 0.03% Reduce -1.1% 74,423 $20.6M
Nisa Investment Advisors, LLC 0.13% Reduce -0.8% 74,238 $20.6M
Vontobel Holding Ltd. 0.07% Add +44.0% 73,569 $20.4M
Busey Bank 0.69% Add +26.4% 72,859 $20.2M
Commonwealth Equity Services, LLC 0.03% Reduce -3.9% 70,970 $19.7M
Toronto Dominion Bank 0.03% Reduce -13.5% 70,407 $19.5M
Cullen/Frost Bankers, Inc. 0.27% Add +6.0% 67,588 $18.7M
First Horizon Advisors, Inc. 0.56% Add +0.9% 66,882 $18.5M
Florida Trust Wealth Management Co 0.63% Reduce -5.4% 66,764 $18.5M
Danske Bank A/S 0.07% Add +1.3% 66,432 $18.4M
Townsend & Associates, Inc 1.99% Add +1.5% 61,893 $18.0M
DNB Asset Management AS 0.09% Add +6.9% 64,852 $18.0M
Susquehanna International Group, LLP 0.03% Add +65.4% 64,589 $17.9M
STRS Ohio 0.07% Add +807.8% 64,510 $17.9M
St Germain D J Co. Inc. 0.86% Reduce -5.0% 64,465 $17.9M
HM Payson & Co. 0.32% Reduce -0.9% 62,689 $17.4M
Creative Planning 0.02% Reduce -2.7% 60,793 $16.8M
Treasurer of the State of North Carolina 0.07% Reduce -1.3% 60,059 $16.6M
Distillate Capital Partners LLC 0.87% — 59,081 $16.4M
Wharton Business Group, LLC 0.84% Reduce -0.9% 58,986 $16.3M
Manning & Napier Advisors LLC 0.18% — 58,963 $16.3M
Illinois Municipal Retirement Fund 0.24% Add +19.9% 57,882 $16.0M
Barlow Wealth Partners, LLC 2.21% Reduce -14.5% 56,787 $16.0M
Cetera Investment Advisers 0.04% Add +3.4% 56,934 $15.8M
Ensign Peak Advisors, Inc 0.03% Reduce -1.8% 56,374 $15.6M
Qube Research & Technologies Ltd 0.03% Add +1385.0% 55,941 $15.5M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -3.0% 55,603 $15.4M
Windward Capital Management Co. 1.29% Reduce -1.8% 55,440 $15.4M
Royal London Asset Management Ltd. 0.04% Reduce -2.1% 54,628 $15.1M
Marshall Wace, LLP 0.02% Add +158.8% 54,289 $15.0M
Rockefeller Capital Management L.P. 0.04% Add +23.6% 53,778 $14.9M
Capital Fund Management S.A. 0.17% Add +124.3% 53,728 $14.9M
Schonfeld Strategic Advisors LLC 0.12% Reduce -47.8% 53,664 $14.9M
Bailard, Inc. 0.41% Reduce -1.9% 53,399 $14.8M
APG Asset Management N.V. 0.03% Reduce -20.4% 57,168 $14.8M
Asset Management One Co., Ltd. 0.06% Reduce -4.5% 52,512 $14.5M
Captrust Financial Advisors 0.05% Add +1.9% 52,335 $14.5M
Associated Banc-Corp 0.44% Reduce -1.3% 50,616 $14.0M
AMF Tjanstepension AB 0.10% No change 50,482 $14.0M
Varma Mutual Pension Insurance Co 0.11% Reduce -14.3% 49,750 $13.8M
State of New Jersey Common Pension Fund D 0.06% Reduce -36.7% 49,433 $13.7M
Kestra Advisory Services, LLC 0.07% Add +5.3% 49,381 $13.4M
Welch & Forbes LLC 0.17% Reduce -0.8% 47,384 $12.8M
Thrivent Financial for Lutherans 0.03% Reduce -1.6% 46,146 $12.8M
Panagora Asset Management Inc. 0.06% Add +691.0% 46,065 $12.8M
Cincinnati Casualty Co. 6.98% No change 46,000 $12.7M
Wedge Capital Management L L P 0.22% Reduce -7.2% 45,809 $12.7M
Resona Asset Management Co.,Ltd. 0.07% Reduce -9.7% 44,226 $12.3M
United Bank 1.52% Reduce -2.9% 44,209 $12.2M
Quantinno Capital Management LP 0.22% Add +5.8% 43,804 $12.1M
Credit Agricole S A 0.07% Add +161.1% 43,254 $12.0M
Swiss Life Asset Management Ltd 0.14% Add +174.5% 42,878 $11.9M
Beese Fulmer Investment Management, Inc. 1.08% Add +2.1% 42,776 $11.8M
Weybosset Research & Management LLC 4.43% Reduce -2.0% 42,642 $11.8M
Baird Financial Group, Inc. 0.02% Add +0.8% 41,910 $11.6M
LMCG Investments, LLC 0.66% Reduce -0.0% 41,203 $11.4M
State of Michigan Retirement System 0.06% Add +0.2% 41,137 $11.4M
Balyasny Asset Management L.P. 0.03% Reduce -82.2% 41,001 $11.4M
Semper Augustus Investments 2.03% Add +0.3% 40,909 $11.3M
Janney Montgomery Scott LLC 0.03% Reduce -1.2% 40,627 $11.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +35.7% 40,444 $11.2M
M&T Bank Corp 0.04% Reduce -4.1% 39,877 $11.0M
Macquarie Group Ltd. 0.01% Add +2.0% 39,728 $11.0M
Allen Mooney & Barnes Investment Advisors LLC 1.97% Reduce -0.2% 39,711 $11.0M
Arizona State Retirement System 0.07% Reduce -2.5% 39,648 $11.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +768.0% 39,538 $10.9M
Novare Capital Management LLC 0.98% Reduce -2.4% 39,387 $10.9M
Linscomb Wealth, Inc. 0.56% Reduce -1.5% 39,131 $10.8M
Nomura Asset Management Co. Ltd. 0.04% Add +1.0% 39,094 $10.8M
CIBC Private Wealth Group LLC 0.02% Reduce -1.1% 39,214 $10.6M
NorthCoast Asset Management LLC 0.09% Add +1.5% 37,916 $10.5M
Ontario Teachers Pension Plan Board 0.10% Reduce -97.3% 37,907 $10.5M
Sanctuary Advisors, LLC 0.08% — 36,032 $10.5M
Jacobs & Co. 1.08% Reduce -1.4% 37,211 $10.3M
Richard C. Young & CO., LTD. 1.24% Add +1.3% 36,937 $10.2M
DAVENPORT & Co LLC 0.06% Add +2.3% 36,925 $10.2M
Osaic Holdings, Inc. 0.02% Reduce -7.1% 36,566 $10.1M
Old National Bancorp 0.24% Reduce -50.5% 36,553 $10.1M
MetLife Investment Management, LLC 0.06% Add +14.3% 36,482 $10.1M
Erste Asset Management GmbH 0.13% Reduce -5.1% 35,900 $10.1M
Quadrature Capital Ltd 0.17% Reduce -36.0% 36,349 $10.1M
Noesis Capital Mangement Corp. 2.22% Reduce -0.3% 36,211 $10.0M
Atwater Malick LLC 3.44% Add +0.1% 36,076 $10.0M
Pinnacle Associates Ltd. 0.16% Reduce -1.6% 35,948 $10.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.11% — 35,870 $9.9M
Culbertson A N & Co. Inc. 1.73% Reduce -0.2% 35,842 $9.9M
Forsta Ap-Fonden 0.09% Reduce -24.7% 35,740 $9.9M
O'shaughnessy Asset Management, LLC 0.10% Add +11.2% 35,316 $9.8M
Transform Wealth, LLC 0.73% Add +2.8% 35,265 $9.8M
Franklin Street Advisors Inc. 0.69% Reduce -2.2% 35,122 $9.7M
Adams Asset Advisors, LLC 1.30% No change 35,083 $9.7M
Corebridge Financial, Inc. 0.05% — 34,946 $9.7M
Cornerstone Wealth Group, LLC 0.85% Add +1.3% 34,598 $9.6M
Comerica Bank 0.04% Add +5.9% 34,555 $9.6M
Verity & Verity, LLC 1.03% Add +0.2% 34,283 $9.5M
Summit Financial Wealth Advisors, LLC 1.92% Reduce -2.6% 34,269 $9.5M
NewSquare Capital LLC 0.82% Add +6.0% 34,482 $9.5M
Los Angeles Capital Management LLC 0.03% Reduce -0.1% 34,111 $9.4M
Madison Asset Management, LLC 0.12% Reduce -17.1% 33,904 $9.4M
Natixis 0.06% Reduce -18.9% 33,451 $9.3M
Mercer Global Advisors Inc. 0.02% Reduce -0.7% 32,967 $9.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 32,863 $9.1M
Boston Common Asset Management, LLC 0.23% Reduce -18.8% 32,853 $9.1M
Two Point Capital Management, Inc. 3.66% Add +0.9% 32,819 $9.1M
Sienna Gestion 0.80% No change 32,546 $9.0M
Wallington Asset Management, LLC 1.37% Add +2013.8% 32,257 $8.9M
Eldred Rock Partners, LLC 3.66% Add +4.2% 31,596 $8.7M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +11.3% 31,394 $8.7M
Truist Financial Corp. 0.01% Reduce -8.9% 31,338 $8.7M
Investment House LLC 0.49% Add +2.3% 31,096 $8.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.70% No change 30,940 $8.6M
Citizens Financial Group Inc. 0.19% Add +1.5% 30,811 $8.5M
Morgan Dempsey Capital Management LLC 2.81% Reduce -0.9% 30,374 $8.4M
Foster Victor Wealth Advisors, LLC 0.70% Add +6.3% 28,045 $8.4M
Retirement Systems of Alabama 0.03% Add +0.3% 30,172 $8.4M
S&T Bank 2.12% Reduce -17.0% 30,077 $8.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +0.4% 30,044 $8.3M
Gendell Jeffrey L 0.29% Add +20.0% 30,000 $8.3M
QRG Capital Management, Inc. 0.10% Reduce -10.0% 29,478 $8.2M
Benjamin F. Edwards & Company, Inc. 0.14% Add +2.5% 28,999 $8.0M
Mackenzie Financial Corp. 0.01% Reduce -25.2% 28,924 $8.0M
Foster & Motley Inc. 0.54% Reduce -1.7% 28,582 $7.9M
Impax Asset Management Group plc 0.03% Reduce -3.7% 28,271 $7.8M
Sheaff Brock Investment Advisors, LLC 0.73% Reduce -5.3% 28,218 $7.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.9% 28,206 $7.8M
IFM Investors Pty Ltd 0.08% Reduce -0.8% 28,099 $7.8M
Amalgamated Bank 0.07% Reduce -4.8% 27,672 $7.7M
Seizert Capital Partners, LLC 0.37% Reduce -45.3% 26,970 $7.5M
SFE Investment Counsel 1.65% Reduce -2.0% 26,932 $7.5M
Pathstone Holdings, LLC 0.03% Add +19.0% 26,790 $7.4M
Calydon Capital 1.32% Reduce -1.3% 26,693 $7.4M
Cresset Asset Management, LLC 0.03% Add +26.2% 26,399 $7.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +54.8% 26,199 $7.3M
Czech National Bank 0.08% Add +8.7% 26,064 $7.2M
Patton Albertson Miller Group, LLC 1.01% Add +7.9% 25,564 $7.1M
Olstein Capital Management, L.P. 1.23% Add +6.4% 25,000 $6.9M
Blair William & Co. 0.02% Add +4.0% 24,685 $6.8M
Squarepoint Ops LLC 0.03% Reduce -94.3% 24,252 $6.7M
Rowlandmiller & Partners.adv 1.46% Reduce -9.2% 24,187 $6.7M
Level Four Advisory Services, LLC 0.30% Add +295.1% 23,725 $6.6M
Twin Tree Management, LP 0.19% Add +440.0% 23,651 $6.5M
Anderson Hoagland & Co. 0.69% No change 24,288 $6.5M
Northwest Bancshares, Inc. 1.10% Reduce -4.8% 23,387 $6.5M
Knights of Columbus Asset Advisors LLC 0.42% Add +8.6% 23,358 $6.5M
Advocate Group LLC 1.28% Add +0.8% 22,959 $6.4M
Evergreen Capital Management LLC 0.23% Add +2.5% 22,943 $6.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.72% Add +1.2% 22,813 $6.3M
Van Eck Associates Corp. 0.01% Add +9.5% 22,664 $6.3M
Dakota Wealth Management 0.15% Add +0.4% 22,550 $6.2M
Ironwood Investment Counsel, LLC 1.11% Add +1.6% 22,501 $6.2M
Utah Retirement Systems 0.07% Reduce -7.4% 22,464 $6.2M
Quantitative Investment Management, LLC 0.68% New 22,452 $6.2M
Glenmede Trust Co. NA 0.03% Reduce -2.5% 22,146 $6.1M
Advisors Asset Management, Inc. 0.12% Add +37.3% 22,140 $6.1M
NewEdge Advisors, LLC 0.04% Add +442.9% 22,080 $6.1M
Vanguard Personalized Indexing Management, LLC 0.12% Add +4.0% 21,949 $6.1M
CIBC Asset Management Inc 0.02% Reduce -7.6% 21,758 $6.0M
Orion Investment Co 2.39% — 21,704 $6.0M
Carlson Capital, L.P. 0.93% New 21,500 $6.0M
Empowered Funds, LLC 0.10% Add +26.6% 21,352 $5.9M
Gotham Asset Management 0.08% Reduce -17.8% 21,302 $5.9M
RBA Wealth Management, LLC 2.35% Reduce -0.8% 21,173 $5.9M
State of Alaska, Department of Revenue 0.07% Add +12.5% 21,126 $5.8M
Cubist Systematic Strategies, LLC 0.10% Add +808.6% 20,962 $5.8M
Federation des caisses Desjardins du Quebec 0.03% Add +3.1% 20,903 $5.8M
Cardinal Capital Management 0.97% Reduce -0.0% 20,764 $5.8M
Highland Capital Management, LLC 0.34% Reduce -7.8% 20,658 $5.7M
Carnegie Investment Counsel 0.18% Reduce -0.9% 20,505 $5.7M
Yousif Capital Management, LLC 0.06% Reduce -2.8% 20,227 $5.6M
Moran Wealth Management, LLC 0.18% Add +71.5% 20,096 $5.6M
QV Investors Inc. 0.51% Add +0.5% 19,585 $5.4M
Birmingham Capital Management Co. Inc. 2.12% Reduce -3.9% 19,560 $5.4M
New York Life Investment Management LLC 0.05% Reduce -3.0% 19,308 $5.3M
King Luther Capital Management Corp. 0.02% Reduce -2.3% 19,207 $5.3M
Legacy Trust 1.32% Add +4.2% 19,192 $5.3M
ProShare Advisors LLC 0.01% Reduce -2.9% 19,176 $5.3M
Westfield Capital Management Co. LP 0.03% Add +7.3% 19,098 $5.3M
Daiwa Securities Group Inc. 0.03% Add +27.0% 19,075 $5.3M
Private Advisor Group, LLC 0.04% Reduce -1.6% 18,996 $5.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -80.3% 18,959 $5.3M
Alpine Woods Capital Investors, LLC 0.81% Reduce -24.9% 18,942 $5.2M
Clifford Swan Investment Counsel LLC 0.20% Reduce -0.1% 18,917 $5.2M
First Merchants Corp. 0.21% Reduce -10.3% 18,886 $5.2M
Hamilton Point Investment Advisors, LLC 1.01% Add +0.9% 18,839 $5.2M
Xponance LLC 0.05% Reduce -1.9% 18,759 $5.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -9.9% 18,619 $5.2M
Commerce Bank 0.03% Add +0.6% 18,474 $5.1M
ING Groep NV 0.03% Reduce -1.4% 18,405 $5.1M
Aventail Capital Group, LP 0.35% New 18,130 $5.0M
McGuire Investment Group, LLC 0.72% Add +1.6% 18,125 $5.0M
Logan Capital Management Inc. 0.22% Add +0.1% 18,031 $5.0M
PGGM Investments 0.07% No change 17,825 $4.9M
Simmons Bank 0.37% Reduce -3.3% 17,778 $4.9M
Principle Wealth Partners LLC 0.37% No change 17,692 $4.9M
Cibc World Markets Corp. 0.03% Add +26.8% 17,615 $4.9M
Selway Asset Management 1.99% Add +0.5% 17,613 $4.9M
Lynch Asset Management, Inc. 2.07% Reduce -2.8% 17,550 $4.9M
GHP Investment Advisors, Inc. 0.24% Add +4.6% 17,549 $4.9M
GYL Financial Synergies, LLC 0.37% Add +2.5% 17,517 $4.9M
Assetmark, Inc. 0.01% Add +0.8% 17,404 $4.8M
YHB Investment Advisors, Inc. 0.41% Add +0.5% 17,277 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -3.5% 17,255 $4.8M
Pring Turner Capital Group Inc. 3.32% Reduce -0.7% 17,164 $4.8M
Old Second National Bank of Aurora 1.21% Reduce -3.2% 17,003 $4.7M
Nissay Asset Management Corp. /Japan 0.03% Reduce -4.6% 16,882 $4.7M
Cullen Investment Group, LTD. 0.74% Reduce -1.4% 16,832 $4.7M
City Holding Co. 0.69% Reduce -0.8% 16,755 $4.6M
Butensky & Cohen Financial Security, Inc. 1.45% Reduce -2.1% 16,489 $4.6M
Cullinan Associates Inc. 0.26% Reduce -1.9% 16,326 $4.5M
TD Private Client Wealth LLC 0.14% Reduce -0.6% 16,230 $4.5M
Tidal Investments LLC 0.06% Add +47.0% 16,127 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.9% 16,119 $4.5M
Parsons Capital Management Inc. 0.30% Reduce -1.4% 16,017 $4.4M
Cibc World Market Inc. 0.01% Reduce -17.3% 15,940 $4.4M
Eley Financial Management, Inc 1.86% Add +0.0% 15,819 $4.4M
Synovus Financial Corp. 0.06% Reduce -2.4% 15,661 $4.3M
Crossmark Global Holdings, Inc. 0.08% Add +28.3% 15,644 $4.3M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 15,500 $4.3M
MML Investors Services, LLC 0.02% Add +2.0% 15,396 $4.3M
Atria Investments, Inc 0.05% Reduce -2.4% 15,203 $4.2M
Advisory Resource Group 0.95% Add +3.3% 15,173 $4.2M
Advisory Services Network, LLC 0.09% Add +11.7% 14,936 $4.1M
Beacon Pointe Advisors, LLC 0.05% Reduce -5.3% 14,845 $4.1M
AE Wealth Management LLC 0.04% Reduce -0.8% 14,845 $4.1M
American Trust 0.33% Reduce -3.7% 14,586 $4.0M
Westpac Banking Corp. 0.32% Add +9230.8% 14,556 $4.0M
Parcion Private Wealth LLC 0.37% Reduce -2.5% 14,488 $4.0M
Federated Hermes, Inc. 0.01% Add +43.5% 14,463 $4.0M
Westhampton Capital, LLC 2.17% No change 14,460 $4.0M
Bank of Nova Scotia 0.01% Reduce -22.2% 14,244 $3.9M
First American Bank 0.29% Add +0.9% 14,003 $3.9M
Watchman Group, Inc. 1.23% Add +0.5% 13,967 $3.9M
Adell Harriman & Carpenter Inc. 0.30% Add +6.4% 13,960 $3.9M
Donaldson Capital Management, LLC 0.16% Reduce -5.6% 13,863 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.3% 13,842 $3.8M
Peloton Wealth Strategists 1.58% Add +0.1% 13,665 $3.8M
Kingsview Wealth Management, LLC 0.09% Add +291.6% 13,557 $3.8M
Johnson Financial Group, Inc. 0.18% Add +143.3% 13,373 $3.7M
Lido Advisors, LLC 0.03% Add +1.4% 13,360 $3.7M
Banque Cantonale Vaudoise 0.15% Reduce -32.2% 13,160 $3.6M
Sapient Capital LLC 0.08% Add +0.0% 13,098 $3.6M
Valeo Financial Advisors, LLC 0.11% Add +1.5% 13,043 $3.6M
Flputnam Investment Management Co. 0.07% Reduce -25.1% 13,015 $3.6M
Royce & Associates LP 0.03% Reduce -13.3% 13,000 $3.6M
Entropy Technologies, LP 0.39% Add +406.7% 12,971 $3.6M
Meritage Portfolio Management 0.22% Reduce -3.5% 12,818 $3.5M
Occudo Quantitative Strategies LP 0.63% Add +1708.1% 12,747 $3.5M
Occidental Asset Management, LLC 0.62% Add +4.6% 12,731 $3.5M
Patton Fund Management, Inc. 0.74% Add +163.5% 12,703 $3.5M
Physicians Financial Services, Inc. 1.14% Reduce -0.2% 12,632 $3.5M
Walleye Capital LLC 0.04% Add +262.7% 12,499 $3.5M
Aull & Monroe Investment Management Corp 1.68% Reduce -3.9% 12,365 $3.4M
Pacer Advisors, Inc. 0.01% Reduce -99.2% 12,254 $3.4M
Rothschild Investment LLC 0.24% Reduce -2.9% 12,225 $3.4M
Savant Capital, LLC 0.03% Add +12.0% 12,089 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +20.4% 12,017 $3.3M
FORA Capital, LLC 0.40% New 11,973 $3.3M
Rafferty Asset Management, LLC 0.01% Add +0.4% 11,789 $3.3M
Oregon Public Employees Retirement Fund 0.06% Add +1.6% 11,749 $3.3M
Elo Mutual Pension Insurance Co 0.08% Reduce -9.5% 11,717 $3.2M
Walleye Trading LLC 0.06% Add +7974.5% 11,708 $3.2M
Regions Financial Corp. 0.02% Reduce -2.6% 11,693 $3.2M
CX Institutional 0.15% Reduce -3.6% 11,596 $3.2M
Simplicity Wealth,LLC 0.07% Reduce -0.2% 11,432 $3.2M
Eukles Asset Management 1.37% Add +0.0% 11,394 $3.2M
NovaPoint Capital, LLC 1.07% Add +7.2% 11,342 $3.1M
Community Bank, N.A. 0.41% Reduce -0.2% 11,321 $3.1M
Apollon Wealth Management, LLC 0.09% Add +11.0% 11,112 $3.1M
Fulton Bank, N.A. 0.12% Reduce -5.2% 11,047 $3.1M
Unison Advisors LLC 0.38% Add +0.6% 10,990 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -76.1% 10,850 $3.0M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -6.5% 10,985 $3.0M
Scientech Research LLC 0.62% New 10,922 $3.0M
Argent Trust Co 0.13% Add +6.1% 10,799 $3.0M
OMERS ADMINISTRATION Corp 0.03% New 10,743 $3.0M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -5.0% 10,724 $3.0M
Gulf International Bank (UK) Ltd 0.07% Reduce -11.9% 10,706 $3.0M
Jacobi Capital Management LLC 0.26% Reduce -1.2% 10,685 $3.0M
Maryland State Retirement & Pension System 0.05% No change 10,672 $3.0M
XML Financial, LLC 0.30% Reduce -7.4% 10,663 $3.0M
Rodgers Brothers Inc. 0.40% Reduce -35.9% 10,643 $2.9M
Wealthfront Advisers LLC 0.01% Add +8.3% 10,610 $2.9M
Mizuho Securities USA LLC 0.06% New 10,545 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +0.8% 10,507 $2.9M
Candriam S.C.A. 0.02% Reduce -3.0% 10,466 $2.9M
Romano Brothers and Company 0.40% Reduce -1.2% 10,436 $2.9M
Kentucky Retirement Systems 0.08% Reduce -4.3% 10,307 $2.9M
Trilogy Capital Inc. 0.15% Reduce -2.2% 10,285 $2.8M
Cwm, LLC 0.01% Add +13.5% 10,283 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -37.3% 10,162 $2.8M
MBB Public Markets I LLC 0.06% New 10,100 $2.8M
KP Management LLC 1.04% No change 10,000 $2.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -22.5% 9,978 $2.8M
Orion Portfolio Solutions, LLC 0.03% Reduce -22.5% 9,978 $2.8M
Oppenheimer & Co. Inc. 0.04% Add +0.1% 9,948 $2.8M
MainStreet Investment Advisors LLC 0.33% Reduce -6.6% 9,732 $2.7M
Wolverine Trading, LLC 0.04% Reduce -8.4% 9,721 $2.7M
Stone Summit Wealth LLC 0.96% Add +5.6% 9,710 $2.7M
Eagle Rock Investment Company, LLC 0.48% Add +0.2% 9,666 $2.7M
Eisler Capital (US) LLC 0.50% New 9,639 $2.7M
Atria Wealth Solutions, Inc. 0.03% Reduce -18.1% 9,568 $2.6M
Ascent Wealth Partners, LLC 0.39% Reduce -1.9% 9,545 $2.6M
Diversified Trust Co. 0.07% Add +2.8% 9,429 $2.6M
Midwest Professional Planners, LTD. 0.87% Add +4.8% 9,419 $2.6M
Mirabella Financial Services LLP 0.22% New 9,406 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +1.6% 9,371 $2.6M
Azzad Asset Management Inc. 0.30% Add +0.5% 9,343 $2.6M
MAI Capital Management 0.03% Add +1.8% 9,321 $2.6M
Greenfield Seitz Capital Management, LLC 0.96% Reduce -2.4% 9,312 $2.6M
Grey Ledge Advisors, LLC 0.70% Add +0.4% 9,290 $2.6M
Kintegral Advisory, LLC 0.25% Reduce -41.1% 9,268 $2.6M
Scotia Capital Inc. 0.01% Reduce -14.6% 9,259 $2.6M
Albert D Mason Inc. 1.73% Reduce -0.0% 9,255 $2.6M
U.S. Capital Wealth Advisors, LLC 0.10% Reduce -13.8% 9,161 $2.5M
UniSuper Management Pty Ltd 0.02% Add +70.0% 8,983 $2.5M
Nomura Holdings Inc. 0.02% Reduce -58.4% 8,943 $2.5M
Tealwood Asset Management Inc. 1.49% Reduce -1.2% 8,932 $2.5M
CENTRAL TRUST Co 0.06% Reduce -2.1% 8,905 $2.5M
Penobscot Investment Management Company, Inc. 0.24% Add +48.6% 8,870 $2.5M
Essex Financial Services, Inc. 0.18% Add +52.0% 8,250 $2.5M
Hartford Investment Management Co. 0.08% Reduce -0.6% 8,754 $2.4M
Vaughan Nelson Investment Management, L.P. 0.02% No change 8,630 $2.4M
New Potomac Partners, LLC 1.29% Reduce -0.6% 8,544 $2.4M
Lifeworks Advisors, LLC 0.66% Reduce -23.6% 8,542 $2.4M
Harfst & Associates, Inc. 0.55% Add +1.9% 8,453 $2.3M
Peddock Capital Advisors, LLC 0.59% Reduce -0.7% 8,325 $2.3M
Caprock Group, LLC 0.09% Add +395.5% 8,324 $2.3M
Strengthening Families & Communities, LLC 0.66% New 8,296 $2.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -13.1% 7,666 $2.3M
Traynor Capital Management, Inc. 0.19% Add +12.6% 8,263 $2.3M
Wintrust Investments LLC 0.19% Reduce -4.8% 8,245 $2.3M
Cumberland Advisors Inc. 0.91% Reduce -5.8% 8,050 $2.2M
Versor Investments LP 0.41% Add +346.3% 8,024 $2.2M
Murphy Pohlad Asset Management LLC 0.96% Reduce -9.1% 8,010 $2.2M
Pathway Financial Advisers, LLC 0.79% Reduce -2.1% 8,015 $2.2M
Avantax Advisory Services, Inc. 0.02% Add +161.7% 7,939 $2.2M
Verdence Capital Advisors LLC 0.19% Add +3.6% 7,890 $2.2M
M&G PLC 0.01% New 7,870 $2.2M
Security National Bank of So Dak 1.30% Reduce -0.4% 7,846 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -2.6% 7,834 $2.2M
Hoylecohen, LLC 0.16% Reduce -5.7% 7,828 $2.2M
Greenleaf Trust 0.02% Add +0.6% 7,765 $2.2M
Bleakley Financial Group, LLC 0.06% Reduce -2.3% 7,706 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -2.5% 7,700 $2.1M
USS Investment Management Ltd 0.02% No change 7,697 $2.1M
Forte Capital LLC 0.26% Reduce -1.9% 7,630 $2.1M
IFG Advisory, LLC 0.14% Add +0.3% 7,610 $2.1M
Montag A & Associates Inc. 0.11% Reduce -3.3% 7,601 $2.1M
OneDigital Investment Advisors LLC 0.03% Add +28.5% 7,546 $2.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -3.8% 7,517 $2.1M
Burney Co./ 0.08% Reduce -3.8% 7,508 $2.1M
Weaver C. Barksdale & Associates, Inc. 1.96% Reduce -1.7% 7,461 $2.1M
Vident Advisory, LLC 0.06% Reduce -88.0% 7,454 $2.1M
ExodusPoint Capital Management, LP 0.02% New 7,413 $2.1M
Kendall Capital Management 0.68% Add +11.0% 7,412 $2.1M
Jones Financial Companies LLLP 0.00% Add +293.7% 7,405 $2.1M
Huntington National Bank 0.02% Add +0.8% 7,392 $2.0M
Loudon Investment Management, LLC 1.20% No change 7,372 $2.0M
Leuthold Group, LLC 0.24% Reduce -0.9% 7,366 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -0.8% 7,331 $2.0M
Stevens Capital Management LP 0.68% Add +147.2% 7,278 $2.0M
AlphaQuest LLC 0.27% Add +311.6% 7,245 $2.0M
Money Concepts Capital Corp. 0.17% Reduce -5.3% 7,212 $2.0M
SYSTM Wealth Solutions LLC 0.44% Reduce -13.5% 7,186 $2.0M
Merit Financial Group, LLC 0.04% Add +20.4% 7,182 $2.0M
Brown, Lisle/Cummings, Inc. 0.65% No change 7,160 $2.0M
New Mexico Educational Retirement Board 0.07% No change 7,154 $2.0M
Parallel Advisors, LLC 0.05% Add +0.2% 7,153 $2.0M
Cascade Investment Advisors, Inc. 1.33% Reduce -0.4% 7,139 $2.0M
Metis Global Partners, LLC 0.07% Add +1.7% 7,079 $2.0M
Ieq Capital, LLC 0.03% Add +13.9% 7,078 $2.0M
Bedel Financial Consulting, Inc. 0.29% Add +0.1% 7,078 $2.0M
Tower Research Capital LLC (TRC) 0.03% Add +2.8% 7,026 $1.9M
Hartford Financial Management Inc. 0.41% Reduce -0.6% 6,937 $1.9M
WBH Advisory Inc. 0.19% Reduce -13.3% 6,929 $1.9M
Arkadios Wealth Advisors 0.13% Reduce -57.8% 6,895 $1.9M
Sterling Investment Advisors, Ltd. 0.51% Reduce -2.3% 6,790 $1.9M
Bond & Devick Financial Network, Inc. 1.00% Add +0.2% 6,762 $1.9M
Cornerstone Investment Partners, LLC 0.09% No change 6,753 $1.9M
Geneos Wealth Management Inc. 0.08% Reduce -0.3% 6,666 $1.8M
Caldwell Trust Co 0.20% Reduce -3.1% 6,621 $1.8M
Cadence Bank 0.14% Reduce -0.3% 6,615 $1.8M
Prime Capital Investment Advisors, LLC 0.03% Reduce -7.9% 6,591 $1.8M
Security National Bank of Sioux City Iowa 1.32% Reduce -0.7% 6,590 $1.8M
Applied Capital LLC 1.59% Add +1.3% 6,584 $1.8M
Investment Management Corp of Ontario 0.05% Add +13.9% 6,560 $1.8M
Choreo, LLC 0.03% Add +75.9% 6,660 $1.8M
Abacus FCF Advisors LLC 0.45% New 6,544 $1.8M
Bank of Stockton 0.57% Reduce -6.3% 6,538 $1.8M
Aurora Investment Counsel 1.05% Reduce -29.6% 6,403 $1.8M
CHICAGO TRUST Co NA 0.36% Reduce -8.3% 6,383 $1.8M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.4% 6,359 $1.8M
Kestra Private Wealth Services, LLC 0.04% Add +0.4% 6,326 $1.8M
BDF-Gestion 0.17% — 6,320 $1.8M
Ipswich Investment Management Co., Inc. 0.41% No change 6,275 $1.7M
Absher Wealth Management, LLC 0.24% Reduce -32.5% 6,212 $1.7M
Cannell & Spears LLC 0.04% Add +7.8% 6,199 $1.7M
Mirabaud Asset Management Ltd 0.78% Add +58.7% 6,134 $1.7M
Susquehanna Portfolio Strategies, LLC 0.07% Reduce -71.4% 6,114 $1.7M
Acadian Asset Management LLC 0.01% Add +1194.7% 6,098 $1.7M
Clearstead Advisors, LLC 0.03% Reduce -0.3% 6,074 $1.7M
Trust Co. of Vermont 0.09% Reduce -1.7% 6,067 $1.7M
Integrated Wealth Concepts LLC 0.02% Reduce -7.6% 6,061 $1.7M
Pearl River Capital, LLC 0.27% Reduce -62.9% 6,037 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +244.6% 6,034 $1.7M
Richard P Slaughter Associates Inc 0.39% Add +1.4% 5,994 $1.7M
Plato Investment Management Ltd 0.15% Add +3576.1% 5,992 $1.7M
First Citizens Financial Corp 0.98% No change 5,990 $1.7M
Hancock Whitney Corp. 0.06% Add +7.5% 5,988 $1.7M
Cornercap Investment Counsel Inc. 0.27% Reduce -0.6% 5,945 $1.6M
WD Rutherford LLC 0.82% Add +11.8% 5,914 $1.6M
Daymark Wealth Partners, LLC 0.08% Add +0.3% 5,912 $1.6M
Rakuten Investment Management, Inc. 0.01% Add +56.9% 5,824 $1.6M
Delta Financial Advisors LLC 0.63% Add +0.1% 5,899 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.5% 5,863 $1.6M
River Street Advisors LLC 1.01% Reduce -0.4% 5,851 $1.6M
Harbour Trust & Investment Management Co 0.19% Reduce -0.7% 5,745 $1.6M
Martingale Asset Management L P 0.03% New 5,705 $1.6M
Edmp, Inc. 1.42% No change 5,649 $1.6M
Handelsbanken Fonder AB 0.01% Add +5.5% 5,613 $1.6M
Ostrum Asset Management 0.14% Add +0.4% 5,611 $1.6M
O'Brien Greene & Co. Inc 0.49% Add +0.5% 5,599 $1.6M
SVB Wealth LLC 0.04% Reduce -8.8% 5,536 $1.5M
Beacon Investment Advisors LLC 0.78% Add +168.8% 5,510 $1.5M
PFG Advisors 0.10% Add +1.5% 5,507 $1.5M
Ascension Asset Management LLC 0.79% No change 5,470 $1.5M
Ritholtz Wealth Management 0.05% Add +2.5% 5,468 $1.5M
Canandaigua National Bank & Trust Co. 0.16% Add +13.7% 5,454 $1.5M
Fiduciary Group, LLC 0.16% No change 5,425 $1.5M
Zurich Insurance Group Ltd 0.01% No change 5,400 $1.5M
IHT Wealth Management, LLC 0.06% Add +25.9% 5,378 $1.5M
Arrow Financial Corp 0.15% Reduce -3.7% 5,376 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.50% Add +0.7% 5,373 $1.5M
Tredje AP-fonden 0.01% No change 5,344 $1.5M
Strong Tower Advisory Services 0.48% Add +29.6% 5,318 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -6.3% 5,289 $1.5M
Mengis Capital Management, Inc. 0.30% Reduce -3.3% 5,277 $1.5M
FIL Ltd 0.00% Add +7.3% 5,271 $1.5M
Raymond James Trust N.A. 0.03% Reduce -3.7% 5,245 $1.5M
Motley Fool Asset Management LLC 0.10% Add +32.0% 5,314 $1.4M
Kerusso Capital Management LLC 1.04% — 5,189 $1.4M
Sierra Summit Advisors LLC 0.35% Add +12.1% 5,136 $1.4M
SkyView Investment Advisors, LLC 0.25% Add +12.7% 5,132 $1.4M
Ranch Capital Advisors Inc. 0.74% Add +1.1% 5,096 $1.4M
First Trust Direct Indexing L.P. 0.09% Add +13.8% 5,093 $1.4M
Stiles Financial Services Inc 0.54% Add +0.5% 5,092 $1.4M
St. Johns Investment Management Company, LLC 0.67% Add +3.3% 5,087 $1.4M
Stock Yards Bank & Trust Co. 0.05% Reduce -8.7% 5,001 $1.4M
ArchPoint Investors 0.52% No change 5,000 $1.4M
Fayez Sarofim & Co 0.00% Add +5.6% 4,952 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +10.2% 4,947 $1.4M
Certified Advisory Corp 0.17% Add +0.1% 4,937 $1.4M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -32.7% 4,885 $1.4M
Westover Capital Advisors, LLC 0.35% Reduce -5.5% 4,876 $1.4M
Norinchukin Bank, The 0.04% Reduce -1.6% 4,867 $1.3M
Moody National Bank Trust Division 0.10% Add +2.4% 4,860 $1.3M
Sunbelt Securities, Inc. 0.14% Add +33.4% 4,808 $1.3M
TFG Advisers LLC 0.51% Reduce -0.0% 4,765 $1.3M
Empirical Finance, LLC 0.08% Reduce -7.7% 4,754 $1.3M
Venturi Wealth Management, LLC 0.08% Reduce -6.3% 4,733 $1.3M
Park Avenue Securities LLC 0.02% Add +6.4% 4,710 $1.3M
Pensionfund Sabic 0.38% No change 4,700 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.13% Reduce -2.0% 4,700 $1.3M
Massachusetts Wealth Management 0.87% Reduce -2.1% 4,687 $1.3M
Pitcairn Co. 0.08% Add +6.2% 4,675 $1.3M
Kingswood Wealth Advisors, LLC 0.12% Add +16.5% 4,653 $1.3M
Columbia Bank 0.50% Add +6.9% 4,645 $1.3M
Gsa Capital Partners LLP 0.09% New 4,639 $1.3M
North Star Investment Management Corp. 0.09% Reduce -0.1% 4,636 $1.3M
Whitener Capital Management, Inc. 0.39% Add +7.0% 4,631 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Add +2.8% 4,630 $1.3M
Waverly Advisors, LLC 0.03% Add +3.8% 4,623 $1.3M
First Hawaiian Bank 0.04% No change 4,621 $1.3M
Blueshift Asset Management, LLC 0.43% Add +120.2% 4,597 $1.3M
Ethic Inc. 0.03% Add +3.1% 4,592 $1.3M
Heritage Trust Co 0.17% No change 4,554 $1.3M
Bokf, NA 0.02% Reduce -5.4% 4,536 $1.3M
Axq Capital, LP 0.29% Add +353.1% 4,531 $1.3M
Hohimer Wealth Management, LLC 0.29% No change 4,528 $1.3M
Realta Investment Advisors 0.25% Add +0.3% 4,528 $1.3M
Engineers Gate Manager LP 0.03% Reduce -45.7% 4,519 $1.3M
West Coast Financial LLC 0.15% Reduce -1.4% 4,503 $1.2M
SlateStone Wealth, LLC 0.13% Reduce -1.0% 4,466 $1.2M
StoneX Group Inc. 0.10% Reduce -1.7% 4,460 $1.2M
Bessemer Group Inc. 0.00% Reduce -3.8% 4,427 $1.2M
Stoneridge Investment Partners LLC 0.46% Reduce -3.8% 4,417 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -5.7% 4,412 $1.2M
Paradigm Asset Management Co. LLC 0.34% New 4,400 $1.2M
Simplex Trading, LLC 0.04% Reduce -67.5% 4,385 $1.2M
Benjamin Edwards Inc. 0.23% Reduce -8.8% 4,379 $1.2M
Transamerica Financial Advisors, LLC 0.13% No change 4,377 $1.2M
SevenBridge Financial Group, LLC 0.27% No change 4,145 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.7% 4,353 $1.2M
Boston Trust Walden Corp 0.01% Reduce -15.0% 4,345 $1.2M
FineMark National Bank & Trust 0.04% Reduce -1.5% 4,331 $1.2M
AlTi Global, Inc. 0.03% Reduce -9.6% 4,320 $1.2M
Fortis Group Advisors, LLC 0.24% Add +0.2% 4,302 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Add +3.6% 4,290 $1.2M
Meeder Advisory Services, Inc. 0.08% Add +23.8% 4,240 $1.2M
DB Fitzpatrick & Co, Inc 1.08% Reduce -1.9% 4,218 $1.2M
Schechter Investment Advisors, LLC 0.09% Add +1.8% 4,213 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +6.4% 4,278 $1.2M
Wilmington Savings Fund Society, FSB 0.04% Add +7.0% 4,196 $1.2M
Symphony Financial, Ltd. Co. 0.21% New 4,291 $1.2M
Vinva Investment Management Ltd 0.06% Add +7.3% 4,126 $1.2M
OmniStar Financial Group, Inc. 1.04% Reduce -13.9% 4,166 $1.2M
Achmea Investment Management B.V. 0.02% No change 4,166 $1.2M
Siemens Fonds Invest GmbH 0.09% Reduce -0.4% 4,140 $1.1M
Precedent Wealth Partners, LLC 0.46% Add +5.7% 4,124 $1.1M
Allianz SE 0.03% Add +240.0% 4,111 $1.1M
Mission Wealth Management, LP 0.03% Reduce -0.7% 4,104 $1.1M
Sageworth Trust Co of South Dakota 1.65% Reduce -2.1% 4,051 $1.1M
Kades & Cheifetz LLC 0.70% Reduce -0.2% 4,013 $1.1M
Moors & Cabot, Inc. 0.06% Add +1.3% 4,010 $1.1M
First Pacific Financial 0.28% Add +3.9% 3,972 $1.1M
JGP Wealth Management, LLC 0.16% Reduce -6.6% 3,965 $1.1M
Connecticut Wealth Management, LLC 0.06% Add +5.3% 3,964 $1.1M
NEOS Investment Management LLC 0.04% Add +34.2% 3,912 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.1% 3,910 $1.1M
Sandy Spring Bank 0.05% Reduce -5.9% 3,901 $1.1M
Wealthcare Advisory Partners LLC 0.03% Add +14.5% 3,872 $1.1M
Point72 Hong Kong Ltd 0.07% Reduce -79.1% 3,857 $1.1M
Morse Asset Management, Inc 0.26% Add +13.5% 3,821 $1.1M
Banco Santander, S.A. 0.01% Reduce -2.2% 3,756 $1.0M
SRN Advisors, LLC 0.86% No change 3,753 $1.0M
Dark Forest Capital Management LP 0.19% New 3,720 $1.0M
HighPoint Advisor Group LLC 0.06% Reduce -6.3% 3,552 $1.0M
Mather Group, Llc. 0.01% Add +3.8% 3,471 $1.0M
LMR Partners LLP 0.03% New 3,634 $1.0M
Goelzer Investment Management, Inc. 0.06% Reduce -4.9% 3,616 $1.0M
MWA Asset Management 0.71% Add +0.3% 3,604 $998K
Ameritas Advisory Services, LLC 0.04% Reduce -1.6% 3,602 $997K
Independent Solutions Wealth Management, LLC 0.23% Reduce -2.2% 3,582 $992K
KG Capital Management 0.34% Add +13.2% 3,589 $990K
Spirit of America Management Corp. 0.20% No change 3,550 $983K
Fifth Third Wealth Advisors LLC 0.07% Add +100.3% 3,528 $977K
Leonteq Securities AG 0.13% Reduce -12.8% 3,486 $965K
Frank, Rimerman Advisors LLC 0.07% Add +26576.9% 3,468 $960K
LBP Am SA 0.04% New 3,456 $957K
Verition Fund Management LLC 0.01% Reduce -87.4% 3,431 $950K
Confluence Wealth Services, Inc. 0.08% Add +32.7% 3,407 $944K
Csenge Advisory Group 0.05% Reduce -2.6% 3,401 $942K
Wealth Group, Ltd. 0.67% Reduce -2.8% 3,393 $940K
Cozad Asset Management Inc. 0.09% Reduce -2.6% 3,393 $940K
Harbor Capital Advisors, Inc. 0.07% Reduce -1.9% 3,377 $935K
Cornerstone Wealth Management, LLC 0.07% Add +1.9% 3,367 $933K
Syon Capital LLC 0.09% Add +0.2% 3,356 $930K
Snowden Capital Advisors LLC 0.03% Add +10.9% 3,344 $926K
Groupama Asset Managment 0.01% Add +5.9% 3,334 $923K
RFG Advisory, LLC 0.03% Reduce -0.3% 3,333 $923K
Texas Yale Capital Corp. 0.04% Add +0.9% 3,310 $917K
Paloma Partners Management Co 0.10% Reduce -42.7% 3,301 $914K
Resources Management Corp. /CT/ 0.13% Reduce -5.3% 3,288 $911K
Tectonic Advisors LLC 0.07% Add +6.0% 3,261 $903K
Chicago Capital, LLC 0.03% New 3,258 $902K
Cape Ann Savings Bank 0.56% Reduce -2.4% 3,252 $901K
GeoWealth Management, LLC 0.04% Add +42.9% 3,237 $896K
Rockland Trust Co. 0.05% No change 3,237 $896K
Glenview Trust Co 0.02% Add +8.4% 3,234 $896K
Signaturefd, LLC 0.02% Add +3.3% 3,229 $894K
Garrison Point Advisors, LLC 0.58% Add +0.3% 3,190 $883K
Brown Brothers Harriman & Co. 0.01% Reduce -1.6% 3,172 $878K
True Wealth Design, LLC 0.22% Reduce -0.9% 3,171 $878K
Crescent Sterling, Ltd. 0.83% Reduce -12.0% 3,131 $867K
Campbell & CO Investment Adviser LLC 0.07% New 3,107 $860K
Independent Advisor Alliance 0.03% Add +2.0% 3,092 $856K
Baader Bank Aktiengesellschaft 0.07% New 3,091 $856K
South Dakota Investment Council 0.02% Reduce -0.2% 3,087 $855K
BBR Partners, LLC 0.07% Reduce -1.0% 3,082 $853K
Townsquare Capital LLC 0.01% Add +27.1% 3,064 $848K
D.B. Root & Company, LLC 0.29% Reduce -39.9% 3,061 $848K
Copperwynd Financial, LLC 0.28% Add +4.3% 2,904 $847K
Balefire, LLC 0.30% Add +37.4% 3,039 $842K
Basepoint Wealth LLC 0.66% Reduce -5.6% 3,025 $838K
Prospera Financial Services Inc 0.02% Add +5.4% 3,013 $837K
Wahed Invest LLC 0.17% Add +12.0% 3,008 $833K
Inlet Private Wealth, LLC 0.23% No change 3,003 $832K
Legacy Capital Group California, Inc. 0.30% Add +1.0% 2,989 $828K
Montecito Bank & Trust 0.17% Add +0.5% 2,980 $825K
Concurrent Investment Advisors, LLC 0.03% Reduce -7.9% 2,978 $825K
Twelve Points Wealth Management LLC 0.29% Add +4.9% 2,976 $824K
Sequoia Financial Advisors, LLC 0.01% Add +11.3% 2,970 $823K
Focus Partners Wealth 0.00% Add +141.9% 2,958 $820K
Oppenheimer Asset Management Inc. 0.01% Add +34.5% 2,956 $819K
HBK Sorce Advisory LLC 0.03% Add +1.7% 2,933 $812K
Capstone Investment Advisors, LLC 0.04% Add +118.7% 2,922 $809K
FLC Capital Advisors 0.20% No change 2,920 $809K
Cornerstone Advisors, LLC 0.03% No change 2,900 $803K
Guyasuta Investment Advisors Inc. 0.06% No change 3,346 $802K
Global Retirement Partners, LLC 0.03% Add +6.5% 2,884 $799K
Wilson & Boucher Capital Management, LLC 0.61% Add +2.7% 2,883 $798K
Acropolis Investment Management, LLC 0.05% Reduce -3.2% 2,882 $798K
Checchi Capital Advisers, LLC 0.06% Add +2.9% 2,850 $789K
Bradley Foster & Sargent Inc. 0.01% No change 2,833 $785K
V-Square Quantitative Management LLC 0.13% Reduce -4.7% 2,831 $784K
HB Wealth Management, LLC 0.01% Add +8.9% 2,830 $784K
United Capital Financial Advisors, LLC 0.01% Add +5.0% 2,829 $783K
Van Hulzen Asset Management, LLC 0.05% Add +0.4% 2,826 $783K
Wellington Management Group LLP 0.00% Reduce -15.7% 2,827 $783K
Columbus Macro, LLC 0.30% Reduce -0.4% 2,817 $773K
Dumont & Blake Investment Advisors LLC 0.11% Add +101.5% 2,788 $772K
Smithbridge Asset Management Inc. 0.16% Reduce -0.2% 2,779 $770K
Farmers & Merchants Investments Inc. 0.03% No change 2,755 $763K
Whittier Trust Co. 0.01% Add +1.2% 2,755 $763K
Great Valley Advisor Group, Inc. 0.02% Add +2.0% 2,752 $763K
Point72 Asia (Singapore) Pte. Ltd. 0.16% Add +452.8% 2,731 $756K
Cim Investment Management Inc. 0.23% Reduce -0.9% 2,688 $744K
Qtron Investments LLC 0.11% New 2,688 $744K
Rehmann Capital Advisory Group 0.05% Add +69.6% 2,664 $738K
Teacher Retirement System of Texas 0.00% Reduce -26.3% 2,658 $736K
Vestcor Inc 0.02% No change 2,652 $734K
GoalVest Advisory LLC 0.23% Add +2.3% 2,620 $726K
Smith, Moore & Co. 0.07% Reduce -19.7% 2,611 $723K
Donoghue Forlines LLC 0.21% Reduce -59.5% 2,609 $723K
Allworth Financial LP 0.00% Add +12.5% 2,474 $720K
MADDEN SECURITIES Corp 0.32% Reduce -1.9% 2,600 $720K
Beacon Financial Advisory LLC 0.27% Add +0.0% 2,584 $716K
UMB Bank, n.a. 0.01% Reduce -1.8% 2,574 $713K
J.W. Cole Advisors, Inc. 0.03% Reduce -22.1% 2,572 $712K
MIdWestOne Financial Group, Inc. 0.13% No change 2,571 $712K
Mutual Advisors, LLC 0.02% Add +1.0% 2,428 $707K
Gratus Capital, LLC 0.03% New 2,523 $699K
BlackDiamond Wealth Management, LLC 0.46% Add +5.4% 2,348 $698K
Boyd Watterson Asset Management LLC 0.20% Reduce -0.3% 2,513 $696K
International Assets Investment Management, LLC 0.07% Reduce -19.9% 2,508 $694K
Affinity Investment Advisors, LLC 0.52% No change 2,500 $692K
Silver Coast Investments LLC 0.28% Reduce -0.7% 2,493 $690K
Segment Wealth Management, LLC 0.05% Reduce -0.1% 2,489 $689K
Essex Bank 0.19% Reduce -4.8% 2,487 $689K
Jefferies Financial Group Inc. 0.01% New 2,472 $685K
Lakewood Asset Management LLC 0.47% Add +0.1% 2,456 $680K
Larson Financial Group LLC 0.05% Add +15.8% 2,441 $676K
Ossiam 0.01% Add +3.0% 2,441 $676K
Tocqueville Asset Management L.P. 0.01% Reduce -9.6% 2,439 $675K
Rwa Wealth Partners, LLC 0.01% Add +2.0% 2,439 $675K
Prudential PLC 0.00% No change 2,420 $670K
Wynn Capital, LLC 0.49% Add +5.3% 2,416 $669K
Intact Investment Management Inc. 0.02% Reduce -86.2% 2,400 $665K
Bowen Hanes & Co. Inc. 0.02% No change 2,400 $665K
Tiaa Trust, National Association 0.00% Reduce -20.8% 2,385 $660K
IFP Advisors, Inc 0.03% Add +18.9% 2,375 $658K
Institute for Wealth Management, LLC. 0.09% Add +0.2% 2,371 $657K
Field & Main Bank 0.24% Add +1.3% 2,345 $649K
Wedbush Securities Inc. 0.02% Reduce -30.4% 2,334 $646K
Readystate Asset Management LP 0.06% New 2,325 $644K
Davidson Trust Co. 0.44% Add +3.5% 2,323 $643K
Investment Advisory Services Inc. /TX 0.24% Reduce -4.7% 2,323 $643K
Hilltop Holdings Inc. 0.07% Add +2.6% 2,318 $642K
Knollwood Investment Advisory, LLC 0.07% Add +54.5% 2,317 $642K
Pinebridge Investments, L.P. 0.01% Reduce -92.1% 2,297 $636K
Crumly & Associates Inc. 0.18% Reduce -2.0% 2,296 $636K
Empire Financial Management Company, LLC 0.21% Add +3.4% 2,288 $634K
Brevan Howard Capital Management LP 0.04% Reduce -63.4% 2,262 $626K
Aigen Investment Management, LP 0.12% New 2,257 $625K
Castleview Partners, LLC 0.35% Add +4.4% 2,233 $618K
Lindbrook Capital, LLC 0.06% Add +0.3% 2,216 $614K
Knuff & Co LLC 0.20% No change 2,213 $613K
Patron Partners, LLC 0.36% Add +5.9% 2,211 $612K
Symmetry Partners, LLC 0.03% Reduce -21.4% 2,192 $607K
Atlantic Union Bankshares Corp 0.04% Reduce -0.8% 2,189 $606K
Mechanics Financial Corp 0.31% Add +3.2% 2,183 $605K
Cypress Asset Management Inc. 0.16% Reduce -12.1% 2,180 $604K
Heartland Bank & Trust Co 0.34% Add +0.7% 2,170 $601K
Coldstream Capital Management Inc. 0.01% Reduce -17.1% 2,160 $598K
Nilsine Partners, LLC 0.08% Add +2.0% 2,159 $598K
Edgestream Partners, L.P. 0.03% Reduce -33.0% 2,158 $598K
Sherbrooke Park Advisers LLC 0.10% Add +28.0% 2,151 $596K
Profund Advisors LLC 0.02% Reduce -1.1% 2,147 $595K
Mgo One Seven LLC 0.03% Add +13.3% 2,144 $594K
Farther Finance Advisors, LLC 0.03% Add +12.3% 2,179 $593K
KCM Investment Advisors LLC 0.02% Reduce -8.6% 2,127 $589K
Nwam LLC 0.17% Add +0.1% 2,119 $587K
Coastline Trust Co 0.07% No change 2,118 $587K
Joel Isaacson & Co., LLC 0.03% No change 2,111 $585K
Baldwin Investment Management, LLC 0.08% Add +30.6% 2,110 $584K
Oarsman Capital, Inc. 0.13% New 2,110 $584K
Atlas Brown,Inc. 0.21% Add +5.2% 2,104 $583K
Indie Asset Partners, LLC 0.46% Add +4.6% 2,102 $582K
Principal Securities, Inc. 0.02% Add +16.2% 2,095 $580K
Brighton Jones LLC 0.02% Reduce -6.8% 2,084 $577K
Horizon Investments, LLC 0.02% Add +15.1% 2,078 $575K
Moneco Advisors, LLC 0.08% Reduce -75.9% 2,078 $575K
Oder Investment Management, LLC 0.52% No change 2,069 $573K
Uncommon Cents Investing LLC 0.18% No change 2,055 $569K
Brookstone Capital Management 0.01% Reduce -13.8% 1,923 $567K
Chapin Davis, Inc. 0.19% Reduce -1.8% 2,041 $565K
Joule Financial, LLC 0.23% Add +5.3% 2,038 $564K
Eagle Bluffs Wealth Management LLC 0.33% Add +2.5% 2,026 $561K
Triangle Securities Wealth Management 0.16% No change 2,017 $559K
Citizens Business Bank 0.12% Add +33.4% 2,011 $557K
Ballentine Partners, LLC 0.01% Reduce -15.2% 1,989 $551K
Truvestments Capital LLC 0.22% Add +21.4% 1,980 $548K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -0.8% 1,978 $548K
Greenline Partners, LLC 0.08% New 2,000 $545K
Patrick M Sweeney & Associates, Inc. 0.44% No change 1,956 $542K
Integrated Advisors Network LLC 0.03% Add +2.4% 1,952 $540K
Avantax Planning Partners, Inc. 0.02% Add +0.2% 1,947 $539K
First Command Advisory Services, Inc. 0.01% Add +19.5% 1,943 $538K
Fiduciary Trust Co 0.01% Reduce -0.2% 1,923 $533K
Caisse de depot et placement du Quebec 0.00% New 1,920 $532K
First City Capital Management, Inc. 0.30% Reduce -3.1% 1,916 $531K
Independent Financial Group, LLC 0.02% Add +12.0% 1,906 $528K
Wesbanco Bank Inc. 0.02% Reduce -19.8% 1,898 $526K
EP Wealth Advisors, LLC 0.01% Add +1.9% 1,876 $520K
Kessler Investment Group, LLC 0.28% Reduce -6.1% 1,854 $513K
Tiemann Investment Advisors, LLC 0.23% Reduce -5.1% 1,852 $513K
Beacon Financial Group 0.06% Reduce -1.0% 1,847 $511K
Longfellow Investment Management Co. LLC 0.13% Add +0.7% 1,834 $508K
Shelton Wealth Management, LLC 0.30% Reduce -2.9% 1,834 $508K
Sigma Planning Corp 0.02% Reduce -27.5% 1,814 $502K
Northwest Quadrant Wealth Management, LLC 0.12% Add +0.4% 1,808 $501K
Advanced Portfolio Management, LLC 0.33% No change 1,807 $500K
Wealthspire Advisors, LLC 0.01% Reduce -5.5% 1,805 $500K
SkyOak Wealth, LLC 0.12% Add +20.0% 1,800 $498K
Impact Partnership Wealth, LLC 0.13% Add +5896.7% 1,799 $498K
Sonora Investment Management Group, LLC 0.04% No change 1,689 $498K
Monetary Management Group Inc. 0.13% No change 1,785 $494K
Shepherd Financial Partners LLC 0.06% Reduce -1.2% 1,778 $492K
Stratos Wealth Partners, LTD. 0.01% Add +12.0% 1,760 $488K
Everett Harris & Co. 0.01% Add +3.2% 1,755 $486K
PFG Investments, LLC 0.03% Add +10.0% 1,753 $485K
1ST Source Bank 0.03% Add +0.2% 1,751 $485K
Johnson Investment Counsel Inc. 0.01% Reduce -6.5% 1,737 $481K
Arete Wealth Advisors, LLC 0.04% New 1,748 $480K
Concentric Wealth Management, LLC 0.12% No change 1,730 $479K
Seven Eight Capital, LP 0.05% New 1,729 $479K
GAMMA Investing LLC 0.07% Add +41.9% 1,728 $479K
Thompson Siegel & Walmsley LLC 0.01% No change 1,720 $476K
Venture Visionary Partners LLC 0.02% Reduce -26.9% 1,718 $476K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +201.6% 1,538 $474K
Crestwood Advisors Group, LLC 0.01% Add +0.4% 1,710 $473K
Aviance Capital Partners, LLC 0.07% Add +2.3% 1,708 $473K
Private Trust Co. NA 0.05% Reduce -14.9% 1,697 $470K
Harbour Investments, Inc. 0.02% Add +2.6% 1,681 $466K
Thrive Wealth Management, LLC 0.09% No change 1,676 $464K
Fuller & Thaler Asset Management, Inc. 0.00% New 1,675 $464K
Dean Investment Associates, LLC 0.07% Reduce -18.6% 1,673 $463K
Chilton Capital Management LLC 0.02% Add +1.4% 1,673 $463K
Arbor Trust Wealth Advisors, LLC 0.24% No change 1,670 $462K
Mill Capital Management, LLC 0.04% No change 1,666 $461K
STAR Financial Bank 0.36% Add +1.8% 1,666 $461K
Graypoint LLC 0.03% Add +9.6% 1,651 $457K
Ion Asset Management Ltd. 0.03% New 1,648 $456K
First Financial Bank - Trust Division 0.04% Reduce -25.1% 1,640 $454K
Haverford Trust Co 0.00% No change 1,638 $454K
Aptus Capital Advisors, LLC 0.01% Add +2.6% 1,636 $453K
Asset Dedication, LLC 0.03% No change 1,635 $453K
Parkside Financial Bank & Trust 0.07% Reduce -10.1% 1,632 $452K
Northern Financial Advisors Inc 0.36% No change 1,632 $452K
Silver Lake Advisory, LLC 0.11% Add +8.8% 1,628 $451K
Financial Management Professionals, Inc. 0.06% Add +5.3% 1,617 $448K
Focus Financial Network, Inc. 0.02% Reduce -0.6% 1,517 $448K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.6% 1,615 $447K
Diversify Advisory Services, LLC 0.02% Reduce -7.3% 1,656 $445K
Fullerton Fund Management Co Ltd. 0.02% New 1,601 $443K
First National Bank Sioux Falls 0.23% No change 1,600 $443K
Horst & Graben Wealth Management LLC 0.08% No change 1,600 $443K
Calton & Associates, Inc. 0.22% No change 1,598 $443K
Mayflower Financial Advisors, LLC 0.07% Add +1.0% 1,585 $439K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.4% 1,573 $436K
ELCO Management Co., LLC 0.25% No change 1,570 $435K
Ransom Advisory, Ltd 0.22% Reduce -33.8% 1,569 $435K
Summit Trail Advisors, LLC 0.01% Reduce -5.5% 1,566 $434K
Geller Advisors LLC 0.03% No change 1,561 $432K
Moloney Securities Asset Management, LLC 0.06% Reduce -15.9% 1,560 $432K
Ballast Advisors LLC 0.14% No change 1,557 $431K
Wealth Alliance, LLC 0.06% No change 1,554 $430K
Hazlett, Burt & Watson, Inc. 0.22% Reduce -3.2% 1,540 $429K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.6% 1,548 $429K
True Link Financial Advisors, LLC 0.04% No change 1,539 $426K
Dearborn Partners LLC 0.02% Add +0.8% 1,537 $426K
Smith Salley Wealth Management 0.03% Add +9.3% 1,535 $425K
KPP Advisory Services LLC 0.11% Reduce -2.0% 1,519 $421K
Tudor Investment Corporation 0.00% Reduce -96.8% 1,518 $420K
Quadrant Capital Group LLC 0.03% Add +21.6% 1,509 $418K
Pinnacle Bancorp, Inc. 0.12% No change 1,504 $417K
&partners 0.02% Add +70.1% 1,492 $416K
CTC Alternative Strategies, Ltd. 0.18% New 1,500 $415K
Blue Chip Partners, LLC 0.04% Add +0.5% 1,495 $414K
WASHINGTON TRUST Co 0.02% Add +1.4% 1,490 $413K
Rogco, LP 0.17% Add +39.9% 1,487 $412K
Excalibur Management Corp. 0.17% Reduce -1.3% 1,482 $410K
Beverly Hills Private Wealth, LLC 0.09% Reduce -7.2% 1,480 $410K
Empower Advisory Group, LLC 0.00% Reduce -6.9% 1,476 $409K
Zacks Investment Management 0.00% Add +1.4% 1,470 $407K
Wellington Shields & Co., LLC 0.13% Reduce -45.0% 1,466 $406K
Foundations Investment Advisors, LLC 0.01% Reduce -8.3% 1,457 $403K
Modera Wealth Management, LLC 0.01% Reduce -2.4% 1,454 $403K
Wela Strategies, Inc. 0.19% Reduce -0.1% 1,452 $402K
NBT Bank, N.A. 0.03% Add +11.1% 1,448 $401K
Cigna Investments Inc. 0.07% Reduce -1.8% 1,442 $399K
Plimoth Trust Co. LLC 0.11% Reduce -1.7% 1,426 $395K
Corton Capital Inc. 0.21% New 1,416 $392K
Equitable Holdings, Inc. 0.00% Reduce -9.2% 1,415 $392K
Sageworth Trust Co 0.02% No change 1,410 $390K
Icon Wealth Advisors, LLC 0.03% Add +50.2% 1,328 $388K
Cutler Investment Counsel LLC 0.05% Add +15.4% 1,387 $384K
Evercore Wealth Management, LLC 0.01% No change 1,384 $383K
Procyon Advisors, LLC 0.03% Reduce -2.3% 1,382 $383K
Founders Financial Alliance, LLC 0.11% Reduce -3.8% 1,377 $381K
Advisor OS, LLC 0.04% Reduce -3.8% 1,372 $380K
HHM Wealth Advisors, LLC 0.06% Add +1091.3% 1,370 $379K
Gallacher Capital Management LLC 0.20% New 1,370 $379K
Burke & Herbert Bank & Trust Co. 0.09% Reduce -0.4% 1,364 $378K
Main Street Financial Solutions, LLC 0.04% Add +1.6% 1,362 $377K
Belpointe Asset Management LLC 0.03% Add +0.4% 1,359 $376K
KilterHowling LLC 0.26% No change 1,354 $375K
Seven Springs Wealth Group, LLC 0.15% Reduce -0.1% 1,351 $374K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% New 1,344 $373K
Good Life Advisors, LLC 0.03% Add +14.2% 1,344 $372K
Blue Trust, Inc. 0.01% Add +26.4% 1,253 $369K
Valley National Advisers Inc. 0.05% Reduce -0.1% 1,325 $366K
Chesley Taft & Associates LLC 0.02% No change 1,320 $366K
First Commonwealth Financial Corp 0.09% No change 1,320 $366K
Whalerock Point Partners, LLC 0.10% Reduce -4.8% 1,316 $364K
First Nebraska Trust Co 0.04% No change 1,308 $362K
Cidel Asset Management Inc. 0.03% No change 1,305 $361K
Marble Harbor Investment Counsel, LLC 0.04% No change 1,300 $360K
Gladstone Institutional Advisory LLC 0.02% Add +0.6% 1,289 $357K
Relative Value Partners Group, LLC 0.05% New 1,289 $357K
Lake Street Private Wealth, LLC 0.05% Reduce -1.9% 1,289 $357K
Dorsey & Whitney Trust CO LLC 0.02% Add +7.6% 1,287 $356K
Mirador Capital Partners LP 0.07% Reduce -5.0% 1,284 $356K
Kintra Wealth, LLC 0.25% Reduce -42.1% 1,283 $355K
Ascent Group, LLC 0.03% Add +6.8% 1,280 $354K
Lake Street Advisors Group, LLC 0.02% Reduce -2.3% 1,276 $353K
Gabelli Funds LLC 0.00% Reduce -6.6% 1,265 $350K
Atticus Wealth Management, LLC 0.11% No change 1,263 $350K
Wedmont Private Capital 0.02% Add +8.3% 1,228 $350K
Florida Financial Advisors, LLC 0.21% Add +3.7% 1,255 $347K
Privium Fund Management (UK) Ltd 0.14% New 1,297 $347K
Court Place Advisors, LLC 0.11% No change 1,253 $347K
Beacon Capital Management, LLC 0.06% Add +0.8% 1,244 $344K
Castleark Management LLC 0.01% No change 1,240 $343K
Bison Wealth, LLC 0.06% No change 1,161 $342K
Fidelis Capital Partners, LLC 0.05% Add +3.4% 1,166 $340K
Compound Planning, Inc. 0.03% Add +2.4% 1,226 $340K
Regal Investment Advisors LLC 0.02% Add +1.0% 1,226 $339K
Burns Matteson Capital Management, LLC 0.21% Reduce -17.3% 1,225 $339K
Premier Path Wealth Partners, LLC 0.06% New 1,225 $339K
Kapstone Financial Advisors LLC 0.22% No change 1,222 $338K
Silvercrest Asset Management Group LLC 0.00% No change 1,219 $338K
E&G Advisors, LLC 0.10% No change 1,216 $337K
Peoples Bank 0.17% New 1,213 $336K
Okabena Investment Services Inc. 0.11% New 1,200 $332K
Forum Financial Management, LP 0.01% Add +3.6% 1,197 $332K
Smartleaf Asset Management LLC 0.05% Add +39.0% 1,177 $330K
Bruce G. Allen Investments, LLC 0.28% Reduce -6.6% 1,192 $330K
Alera Investment Advisors, LLC 0.04% Reduce -29.0% 1,187 $329K
Carr Financial Group Corp 0.10% Add +0.5% 1,185 $328K
Sterling Wealth Management, Inc. 0.16% Reduce -0.6% 1,184 $328K
Clarius Group, LLC 0.02% Reduce -5.2% 1,182 $327K
Lion Street Advisors, LLC 0.12% Reduce -2.4% 1,178 $326K
First Affirmative Financial Network 0.23% Reduce -0.8% 1,176 $326K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.3% 1,175 $325K
Financial Partners Group, LLC 0.13% Add +7.3% 1,175 $325K
Sky Investment Group LLC 0.06% Reduce -7.9% 1,173 $325K
Princeton Global Asset Management LLC 0.07% No change 1,171 $324K
Lanark Financial, Inc. 0.03% Reduce -6.0% 1,169 $323K
Verus Capital Partners, LLC 0.03% Reduce -4.1% 1,162 $322K
Debussy Capital Management LP 0.09% Add +2.6% 1,160 $321K
Thoroughbred Financial Services, LLC 0.02% New 1,160 $321K
Tradition Wealth Management, LLC 0.03% Add +0.5% 1,152 $319K
Leo Wealth, LLC 0.03% Reduce -6.1% 1,154 $319K
Douglass Winthrop Advisors, LLC 0.01% No change 1,150 $318K
Creative Financial Designs Inc. 0.03% Add +4.9% 1,148 $318K
Twinbeech Capital LP 0.01% New 1,148 $318K
Bridgewater Associates 0.00% Add +19.8% 1,148 $318K
Koshinski Asset Management, Inc. 0.03% Reduce -21.1% 1,180 $317K
Wendell David Associates Inc. 0.03% Reduce -19.6% 1,142 $316K
Waldron Private Wealth LLC 0.01% Reduce -0.7% 1,133 $314K
GW Henssler & Associates Ltd. 0.02% Reduce -0.9% 1,131 $313K
Philadelphia Trust Co. 0.02% No change 1,130 $313K
Perpetual Ltd 0.00% No change 1,130 $313K
City State Bank 0.13% No change 1,127 $312K
Prelude Capital Management, LLC 0.03% New 1,127 $312K
WMS Partners, LLC 0.02% Add +0.9% 1,123 $311K
First PREMIER Bank 0.08% No change 1,118 $310K
First Financial Bankshares Inc 0.01% Reduce -0.8% 1,119 $310K
Hyman Charles D 0.02% Add +1.3% 1,114 $309K
Cardiff Park Advisors, LLC 0.03% No change 1,112 $308K
Farmers Trust Co. 0.06% No change 1,109 $307K
BLB&B Advisors, LLC 0.02% No change 1,108 $307K
Stephens Inc. 0.00% Reduce -18.7% 1,107 $307K
Allen Capital Group, LLC 0.04% Add +1.3% 1,100 $305K
Dover Advisors, LLC 0.19% No change 1,085 $300K
Halter Ferguson Financial Inc. 0.21% New 1,074 $297K
Keystone Wealth Services, LLC 0.09% Reduce -2.8% 1,070 $296K
Catalina Capital Group, LLC 0.11% Add +8.6% 1,070 $296K
LCNB Corp. 0.11% No change 1,067 $295K
Trust Co. of Toledo NA 0.04% No change 1,066 $295K
Arkos Global Advisors 0.05% Reduce -37.6% 1,066 $295K
SpiderRock Advisors, LLC 0.01% Reduce -0.1% 1,061 $294K
Ashton Thomas Private Wealth, LLC 0.02% No change 1,061 $294K
Missouri Trust & Investment Co 0.11% Reduce -1.4% 1,060 $294K
Twin Capital Management Inc. 0.03% New 1,057 $293K
Marco Investment Management LLC 0.03% Add +10.5% 1,055 $292K
LexAurum Advisors, LLC 0.07% Add +2.3% 1,055 $292K
Kirr Marbach & Co. LLC 0.07% Reduce -2.3% 1,054 $292K
S.A. Mason LLC 0.17% No change 1,050 $291K
Cutter & CO Brokerage, Inc. 0.07% No change 1,050 $291K
EagleClaw Capital Managment, LLC 0.05% No change 1,050 $291K
Performance Wealth Partners, LLC 0.01% No change 1,050 $291K
DORCHESTER WEALTH MANAGEMENT Co 0.06% Reduce -43.2% 1,050 $291K
Two Sigma Securities, LLC 0.01% Reduce -67.3% 1,045 $289K
Waterfront Wealth Inc. 0.08% No change 1,044 $289K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 1,040 $288K
Cyndeo Wealth Partners, LLC 0.02% New 1,037 $287K
Angeles Wealth Management, LLC 0.03% Add +5.5% 1,034 $286K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +5.1% 1,033 $286K
Financial Counselors Inc. 0.00% Add +2.0% 1,027 $284K
Beach Investment Counsel Inc. 0.04% No change 1,026 $284K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.1% 1,017 $282K
Cary Street Partners Investment Advisory LLC 0.01% Add +6.7% 1,017 $282K
Breakwater Capital Group 0.06% No change 1,016 $281K
Baker Boyer National Bank 0.10% Reduce -59.1% 1,015 $281K
Live Oak Private Wealth LLC 0.05% No change 1,012 $280K
Wealth Effects LLC 0.10% No change 1,011 $280K
Fulcrum Capital LLC 0.06% No change 1,002 $277K
Heartwood Wealth Advisors LLC 0.03% No change 1,001 $277K
Cladis Investment Advisory, LLC 0.20% No change 1,000 $277K
GS Investments, Inc. 0.13% No change 1,000 $277K
Neumann Capital Management, LLC 0.10% Add +17.6% 1,000 $277K
Northeast Financial Consultants Inc 0.01% Reduce -66.8% 1,000 $277K
Sweeney & Michel, LLC 0.12% No change 1,029 $277K
Chris Bulman Inc 0.19% — 998 $276K
Olympiad Research LP 0.20% New 987 $273K
Quad-Cities Investment Group, LLC 0.15% Add +0.1% 986 $273K
Colonial River Investments, LLC 0.15% Reduce -3.4% 985 $273K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -5.4% 985 $273K
Axxcess Wealth Management, LLC 0.01% New 985 $273K
Covenant Partners, LLC 0.08% No change 980 $271K
Americana Partners, LLC 0.02% Add +0.7% 978 $271K
Jump Financial, LLC 0.01% Reduce -93.1% 975 $270K
Perigon Wealth Management, LLC 0.01% Add +4.3% 969 $268K
Zhang Financial LLC 0.02% Add +8.0% 967 $268K
Childress Capital Advisors, LLC 0.08% New 963 $267K
Legacy Advisors, LLC 0.03% New 962 $266K
Keebeck Wealth Management 0.04% No change 960 $266K
Chicago Partners Investment Group LLC 0.01% Add +7.9% 919 $265K
Howland Capital Management LLC 0.01% Add +5.0% 955 $264K
Fiduciary Family Office, LLC 0.10% No change 954 $264K
Archford Capital Strategies, LLC 0.04% Reduce -1.8% 951 $263K
Summit Financial, LLC 0.01% New 945 $262K
Kohmann Bosshard Financial Services, LLC 0.04% No change 941 $261K
Manchester Capital Management LLC 0.03% Add +0.9% 940 $260K
HUB Investment Partners, LLC 0.01% Add +7.8% 940 $260K
Legacy Private Trust Co. 0.02% No change 935 $259K
BNP Paribas 0.01% Reduce -3.1% 932 $258K
Prio Wealth Limited Partnership 0.01% Add +7.6% 932 $258K
SeaCrest Wealth Management, LLC 0.03% Add +3.1% 924 $256K
D. E. Shaw & Co. 0.00% New 917 $254K
Sovereign Financial Group, Inc. 0.06% Reduce -0.4% 915 $253K
Cortland Associates Inc. 0.03% Add +0.6% 914 $253K
Camelot Portfolios, LLC 0.14% New 912 $252K
Fortem Financial Group, LLC 0.11% Reduce -19.3% 909 $252K
First Business Financial Services, Inc. 0.03% No change 904 $250K
Avestar Capital, LLC 0.03% Add +12.9% 903 $250K
Provident Investment Management, Inc. 0.02% Reduce -10.0% 903 $250K
Oak Asset Management, LLC 0.09% No change 901 $250K
Optimum Investment Advisors 0.11% Reduce -5.3% 900 $249K
Penserra Capital Management LLC 0.00% Add +1.2% 901 $249K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.0% 897 $248K
Fortune Financial Advisors, LLC 0.15% No change 897 $248K
Portside Wealth Group, LLC 0.05% Add +12.7% 894 $248K
Choate Investment Advisors 0.01% Add +0.3% 890 $246K
Whittier Trust Co. of Nevada Inc. 0.01% No change 889 $246K
Equitable Trust Co. 0.02% No change 888 $246K
Central Pacific Bank - Trust Division 0.03% Add +0.5% 887 $246K
Nicolet Advisory Services, LLC 0.02% Add +3.0% 884 $242K
Astoria Portfolio Advisors LLC. 0.09% Add +8.5% 872 $241K
L.M. Kohn & Company 0.07% Reduce -0.3% 870 $241K
Greenfield Savings Bank 0.12% No change 869 $241K
Deseret Mutual Benefit Administrators 0.11% Reduce -25.4% 869 $241K
Krane Funds Advisors LLC 0.01% Reduce -51.2% 867 $240K
Wilkinson Global Asset Management LLC 0.01% No change 860 $238K
9258 Wealth Management, LLC 0.04% No change 859 $238K
Tritonpoint Wealth, LLC 0.02% New 854 $236K
Kanawha Capital Management LLC 0.02% Add +0.3% 853 $236K
Atlanta Consulting Group Advisors, LLC 0.05% Reduce -2.3% 850 $235K
Colonial Trust Advisors 0.02% No change 850 $235K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -41.5% 846 $234K
Waddell & Associates, LLC 0.03% No change 842 $233K
Wescott Financial Advisory Group, LLC 0.03% Add +0.1% 840 $233K
Sage Mountain Advisors LLC 0.02% Add +16.9% 838 $232K
Shelton Capital Management 0.01% No change 838 $232K
Centaurus Financial, Inc. 0.02% Add +10.4% 837 $232K
Angeles Investment Advisors, LLC 0.01% New 834 $231K
Aaron Wealth Advisors LLC 0.03% Reduce -0.1% 824 $228K
Platform Technology Partners 0.08% — 819 $227K
Harbor Investment Advisory, LLC 0.02% Add +0.1% 818 $227K
Madison Wealth Partners, Inc 0.08% No change 818 $226K
Freestone Capital Holdings, LLC 0.01% Reduce -2.2% 817 $226K
Morningstar Investment Management LLC 0.02% No change 817 $226K
JB Capital LLC 0.01% No change 815 $226K
Intrua Financial, LLC 0.04% Reduce -0.7% 809 $224K
Tennessee Valley Asset Management Partners 0.04% Add +0.1% 806 $223K
Ascentis Independent Advisors 0.05% — 804 $223K
Capital Investment Advisory Services, LLC 0.02% Add +2.3% 803 $222K
Clearbridge Investments, LLC 0.00% No change 800 $222K
Anchor Investment Management, LLC 0.02% Add +0.1% 799 $221K
Red Door Wealth Management, LLC 0.04% Reduce -6.5% 794 $220K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% No change 791 $219K
Zullo Investment Group, Inc. 0.10% No change 787 $218K
Fort Washington Investment Advisors Inc. 0.00% No change 787 $218K
Simon Quick Advisors, LLC 0.02% New 785 $218K
Keel Point, LLC 0.02% Add +0.9% 740 $216K
Fairscale Capital, LLC 0.19% — 717 $215K
American Trust Investment Advisors, LLC 0.10% No change 772 $214K
Adirondack Trust Co. 0.09% No change 770 $213K
PDS Planning, Inc 0.02% Add +0.4% 763 $211K
Vise Technologies, Inc. 0.04% New 762 $211K
Asset Allocation & Management Company, LLC 0.14% No change 763 $211K
River Wealth Advisors LLC 0.03% No change 761 $211K
Swisher Financial Concepts, Inc. 0.21% No change 782 $209K
Ramirez Asset Management, Inc. 0.04% No change 740 $205K
Advisory Alpha, LLC 0.01% Reduce -3.1% 738 $205K
Valmark Advisers, Inc. 0.00% Add +6.8% 738 $204K
Evermay Wealth Management LLC 0.03% No change 737 $204K
Pettyjohn, Wood & White, Inc. 0.04% No change 730 $202K
USA Financial Formulas 0.03% Add +14500.0% 730 $202K
Park National Corp. 0.01% No change 730 $202K
Columbia Asset Management 0.04% New 725 $201K
Freedom Investment Management, Inc. 0.02% New 725 $201K
XTX Topco Ltd 0.02% Reduce -81.4% 725 $201K
EverSource Wealth Advisors, LLC 0.01% Add +1.6% 676 $197K
MCF Advisors LLC 0.01% No change 701 $194K
SIMA Wealth Partners, LLC 0.18% — 690 $191K
Sentry Investment Management LLC 0.08% Reduce -16.9% 686 $190K
Capital Analysts, LLC 0.01% No change 672 $186K
EntryPoint Capital, LLC 0.09% Add +450.8% 661 $183K
Cape Investment Advisory, Inc. 0.08% No change 650 $180K
Union Savings Bank 0.09% No change 646 $179K
Spire Wealth Management 0.01% Reduce -35.5% 618 $171K
Quent Capital, LLC 0.02% Add +0.5% 606 $168K
CI Investments Inc. 0.00% Reduce -3.2% 603 $167K
Redwood Wealth Management Group, LLC 0.12% New 593 $164K
State of Wyoming 0.03% Add +146.3% 574 $159K
Crewe Advisors LLC 0.02% No change 570 $158K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.4% 560 $155K
SWS Partners 0.04% New 531 $147K
AdvisorNet Financial, Inc 0.01% No change 528 $146K
Bray Capital Advisors 0.03% No change 500 $138K
Foster Dykema Cabot & Partners, LLC 0.01% No change 498 $138K
Caldwell Sutter Capital, Inc. 0.07% Reduce -7.7% 478 $132K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +0.4% 474 $131K
Compass Wealth Management LLC 0.03% No change 469 $130K
United Community Bank 0.05% Reduce -8.9% 461 $128K
Colonial Trust Co / SC 0.02% Reduce -12.2% 448 $124K
Baldwin Wealth Partners LLC 0.01% Add +2.0% 448 $124K
Cromwell Holdings LLC 0.07% — 441 $122K
Motco 0.01% Reduce -98.3% 435 $120K
Pinnacle Financial Partners Inc 0.00% No change 400 $118K
Zions Bancorporation, N.A. 0.01% Reduce -4.9% 411 $114K
Toth Financial Advisory Corp. 0.01% No change 409 $113K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -1.7% 400 $111K
Virtus Investment Advisers, LLC 0.10% New 400 $111K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% No change 400 $111K
Alta Advisers Ltd 0.05% No change 400 $111K
Avalon Trust Co 0.01% No change 400 $111K
Northwest Bank & Trust Co 0.09% No change 400 $111K
Oliver Lagore Vanvalin Investment Group 0.03% No change 397 $110K
Jamison Private Wealth Management, Inc. 0.02% Add +16.7% 392 $109K
Emfo, LLC 0.09% No change 380 $105K
Armstrong Advisory Group, Inc. 0.01% Add +3.3% 378 $105K
Garde Capital, Inc. 0.01% No change 377 $104K
Versant Capital Management, Inc 0.03% Add +83.3% 374 $104K
First Financial Corp. 0.05% No change 373 $103K
Webster Bank, N. A. 0.01% No change 371 $103K
Western Pacific Wealth Management, LP 0.07% New 357 $99K
Silvant Capital Management LLC 0.00% No change 354 $98K
Smithfield Trust Co 0.01% No change 340 $95K
Gen-Wealth Partners Inc 0.04% No change 332 $92K
Laurel Wealth Advisors LLC 0.02% No change 330 $91K
Family Firm, Inc. 0.02% New 318 $88K
Quarry LP 0.04% New 318 $88K
Hilltop National Bank 0.03% No change 305 $84K
Mendota Financial Group, LLC 0.04% Reduce -18.9% 300 $83K
Kimelman & Baird, LLC 0.01% — 300 $83K
Ancora Advisors LLC 0.00% No change 300 $83K
Glen Eagle Advisors, LLC 0.01% Reduce -28.4% 295 $82K
First Foundation Advisors 0.00% Reduce -42.4% 294 $81K
Planning Capital Management Corp 0.06% No change 287 $79K
Paladin Advisory Group, LLC 0.06% No change 288 $78K
Horizon Bancorp Inc. 0.04% Add +45.8% 280 $78K
Piscataqua Savings Bank 0.07% No change 279 $77K
Central Bank & Trust Co. 0.01% Reduce -17.3% 272 $75K
Riverview Trust Co 0.07% No change 266 $74K
Bell Investment Advisors, Inc 0.01% Add +6.8% 265 $73K
FinTrust Capital Advisors, LLC 0.01% No change 263 $73K
Atlas Capital Advisors Inc. 0.01% No change 260 $72K
SouthState Bank Corp 0.01% Add +4.0% 260 $72K
Delta Asset Management LLC 0.01% No change 255 $71K
Continuum Advisory, LLC 0.01% No change 250 $69K
Itau Unibanco Holding S.A. 0.00% New 243 $67K
Rosenberg Matthew Hamilton 0.02% Add +28.7% 242 $66K
Avior Wealth Management, LLC 0.00% Reduce -28.1% 236 $65K
Orion Capital Management LLC 0.03% No change 228 $63K
nVerses Capital, LLC 0.03% New 200 $55K
Investors Research Corp 0.01% No change 200 $55K
Covestor Ltd 0.04% Add +136.9% 199 $55K
Salem Investment Counselors Inc. 0.00% No change 195 $54K
Intelligent Financial Strategies 0.03% No change 195 $54K
Kozak & Associates, Inc. 0.01% Reduce -5.3% 198 $54K
Peoples Bank 0.04% No change 190 $53K
WR Wealth Planners, LLC 0.02% Add +9.3% 189 $52K
Arax Advisory Partners 0.01% Add +1011.8% 189 $52K
Triad Wealth Partners, LLC 0.03% New 186 $52K
Exchange Traded Concepts, LLC 0.00% Reduce -1.6% 181 $50K
New Millennium Group LLC 0.03% New 175 $48K
Front Row Advisors LLC 0.02% Add +0.6% 164 $45K
DHJJ Financial Advisors, Ltd. 0.02% No change 161 $45K
Thompson Investment Management, Inc. 0.01% No change 158 $44K
Plante Moran Financial Advisors, LLC 0.00% No change 158 $44K
Gradient Investments LLC 0.00% Add +290.0% 156 $43K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -5.6% 152 $42K
Pittenger & Anderson Inc. 0.00% No change 150 $42K
Independence Bank of Kentucky 0.01% Reduce -14.7% 145 $40K
Bangor Savings Bank 0.00% Add +39.2% 142 $39K
Hall Laurie J Trustee 0.01% No change 140 $39K
MV Capital Management, Inc. 0.00% Add +2.9% 140 $39K
Nemes Rush Group LLC 0.01% No change 140 $39K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.4% 137 $38K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.3% 132 $37K
Westside Investment Management, Inc. 0.01% No change 130 $36K
Aspire Private Capital, LLC 0.01% No change 129 $36K
Global Wealth Strategies & Associates 0.01% No change 128 $35K
Kepos Capital LP 0.01% Add +0.8% 127 $35K
West Financial Advisors, LLC 0.01% No change 126 $35K
Hoey Investments, Inc. 0.01% Reduce -25.9% 126 $35K
Great Lakes Retirement, Inc. 0.00% New 120 $33K
LRI Investments, LLC 0.00% Add +15.4% 120 $33K
Private Wealth Management Group, LLC 0.01% No change 117 $32K
Group One Trading LLC 0.00% New 111 $31K
Hexagon Capital Partners LLC 0.01% Reduce -6.0% 109 $30K
JNBA Financial Advisors 0.00% No change 109 $30K
Ofi Invest Asset Management 0.00% Reduce -8.7% 115 $30K
Janiczek Wealth Management, LLC 0.01% No change 105 $29K
Lynx Investment Advisory 0.02% — 103 $29K
Wolff Wiese Magana LLC 0.02% No change 102 $28K
CarsonAllaria Wealth Management, Ltd. 0.02% New 101 $28K
Cultivar Capital, Inc. 0.02% New 100 $28K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $28K
SOA Wealth Advisors, LLC. 0.01% Reduce -4.0% 97 $27K
Fortitude Family Office, LLC 0.02% No change 96 $27K
Standard Family Office LLC 0.03% No change 94 $26K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 90 $25K
Sachetta, LLC 0.01% Add +18.3% 84 $24K
Sound Income Strategies, LLC 0.00% Reduce -14.7% 87 $24K
Ibex Wealth Advisors 0.00% New 84 $23K
JFS Wealth Advisors, LLC 0.00% Reduce -1.2% 82 $23K
Meeder Asset Management Inc. 0.00% Add +228.0% 82 $23K
Gould Capital, LLC 0.02% Reduce -4.7% 81 $22K
Winch Advisory Services, LLC 0.01% Add +1.3% 81 $22K
Opal Wealth Advisors, LLC 0.01% New 77 $21K
Park Place Capital Corp 0.01% Reduce -45.7% 76 $21K
Rise Advisors, LLC 0.01% No change 75 $21K
Olistico Wealth, LLC 0.01% New 74 $20K
First United Bank & Trust 0.01% No change 73 $20K
Annapolis Financial Services, LLC 0.01% Reduce -10.0% 72 $20K
Tidemark, LLC 0.01% No change 68 $19K
OAKMONT Corp 0.00% No change 65 $18K
GW&K Investment Management, LLC 0.00% Add +30.0% 65 $18K
McIlrath & Eck, LLC 0.00% No change 63 $17K
Centennial Bank 0.01% New 60 $17K
Sittner & Nelson, LLC 0.01% No change 56 $16K
Raffa Wealth Management, LLC 0.00% Add +52.8% 55 $15K
Hobbs Group Advisors, LLC 0.01% — 53 $15K
Cornerstone Planning Group LLC 0.00% No change 51 $14K
Wetzel Investment Advisors, Inc. 0.01% No change 48 $14K
NFSG Corp 0.01% No change 50 $14K
Addison Advisors LLC 0.00% No change 50 $14K
West Paces Advisors Inc. 0.00% No change 50 $14K
Duncker Streett & Co. Inc. 0.00% No change 50 $14K
Game Plan Financial Advisors, LLC 0.01% No change 50 $14K
Silver Oak Securities, Incorporated 0.00% Reduce -39.0% 50 $14K
Register Financial Advisors LLC 0.01% No change 49 $14K
Bank of New Hampshire 0.00% No change 48 $13K
Legend Financial Advisors, Inc. 0.01% No change 47 $13K
Global Trust Asset Management, LLC 0.01% No change 47 $13K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 50 $13K
PSI Advisors, LLC 0.00% Add +2.3% 45 $12K
Pacifica Partners Inc. 0.01% No change 44 $12K
Estabrook Capital Management 0.00% No change 43 $12K
Cherry Tree Wealth Management, LLC 0.00% Add +412.5% 41 $11K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 40 $11K
Centerpoint Advisors, LLC 0.00% No change 40 $11K
Frazier Financial Advisors, LLC 0.01% Add +39.3% 39 $11K
Financial Avengers, Inc. 0.01% No change 39 $11K
Transcendent Capital Group LLC 0.01% No change 38 $11K
POM Investment Strategies, LLC 0.01% New 35 $10K
Twin Lakes Capital Management, LLC 0.01% No change 34 $9K
Laffer Tengler Investments, Inc. 0.00% No change 34 $9K
Key Financial Inc 0.00% No change 32 $9K
Stone House Investment Management, LLC 0.00% Add +50.0% 30 $8K
Carolina Wealth Advisors, LLC 0.00% No change 30 $8K
Your Advocates Ltd., LLP 0.00% No change 30 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 30 $8K
Dunhill Financial, LLC 0.01% Add +150.0% 30 $8K
1832 Asset Management L.P. 0.00% Add +123.1% 29 $8K
Tucker Asset Management LLC 0.00% No change 27 $8K
Carolinas Wealth Consulting LLC 0.00% Add +23.8% 26 $7K
Cetera Trust Company, N.A 0.00% Reduce -65.8% 26 $7K
Grove Bank & Trust 0.00% No change 26 $7K
Abound Wealth Management 0.00% No change 25 $7K
Icon Advisers Inc. 0.00% New 25 $7K
Caitlin John, LLC 0.00% Reduce -98.4% 23 $6K
Valued Wealth Advisors LLC 0.00% Add +64.3% 23 $6K
Abich Financial Wealth Management LLC 0.00% New 23 $6K
CVA Family Office, LLC 0.00% Add +53.3% 23 $6K
ORG Partners LLC 0.00% Add +15.0% 23 $6K
Cassady Schiller Wealth Management, LLC 0.00% Reduce -87.8% 22 $6K
Ruedi Wealth Management, Inc. 0.00% New 21 $6K
Coppell Advisory Solutions LLC 0.00% — 21 $6K
Trust Co 0.00% Reduce -88.7% 21 $6K
Founders Capital Management 0.00% No change 19 $5K
Ridgewood Investments LLC 0.00% New 19 $5K
SJS Investment Consulting Inc. 0.00% No change 18 $5K
Eagle Bay Advisors LLC 0.00% No change 18 $5K
Prestige Wealth Management Group LLC 0.00% No change 18 $5K
Bogart Wealth, LLC 0.00% New 18 $5K
Westend Capital Management, LLC 0.00% No change 18 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 17 $5K
Redmont Wealth Advisors LLC 0.01% No change 15 $4K
Gold Investment Management Ltd. 0.00% No change 15 $4K
Avion Wealth 0.00% Add +12.5% 18 $4K
HWG Holdings LP 0.00% — 12 $3K
RFP Financial Group LLC 0.00% Add +33.3% 12 $3K
ClariVest Asset Management LLC 0.00% Reduce -43.8% 9 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $2K
Fairway Wealth LLC 0.00% New 9 $2K
ESL Trust Services, LLC 0.00% New 8 $2K
Northwest Capital Management Inc 0.00% No change 7 $2K
Godsey & Gibb, Inc. 0.00% Reduce -94.5% 7 $2K
Salomon & Ludwin, LLC 0.00% No change 6 $2K
Private Ocean, LLC 0.00% Reduce -83.8% 6 $2K
Arlington Trust Co LLC 0.00% New 5 $1K
Core Alternative Capital 0.00% No change 4 $1K
Concord Wealth Partners 0.00% New 4 $1K
TFC Financial Management, Inc. 0.00% No change 4 $1K
Global Financial Private Client, LLC 0.00% No change 3 $831
Nvwm, LLC 0.00% Add +50.0% 3 $831
BOK Financial Private Wealth, Inc. 0.00% New 3 $831
Raleigh Capital Management Inc. 0.00% New 2 $554
Highline Wealth Partners LLC 0.00% New 2 $554
Semmax Financial Advisors Inc. 0.00% No change 1 $298
Financial Network Wealth Advisors LLC 0.00% New 1 $277
Rakuten Securities, Inc. 0.00% No change 1 $277

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