CumminsCMI

13F holders, Q3 2024 (September 30)
1,428holders +38
138new positions
97sold out
8famous investors
$316.59avg. 13F price*

At the end of Q3 2024, 1,428 institutions reported holding Cummins Inc. (CMI) in their 13F filings, up 38 from Q2 2024. 138 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($5.4B), BlackRock, Inc. ($3.9B) and State Street Corp. ($2.0B). 8 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 (0.3% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions138$181.1M
Exits97$245.9M

All 13F filers, Q2 2024 → Q3 2024: 8,079,785 shares bought and 6,114,322 shares sold, net +1,965,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,428 holders

Vanguard Group Inc. 0.10% Add +0.1% 16,710,996 $5.4B
BlackRock, Inc. 0.08% — 12,143,852 $3.9B
State Street Corp. 0.08% Add +2.0% 6,300,051 $2.0B
T. Rowe Price Associates Inc. 0.22% Reduce -15.7% 5,800,053 $1.9B
Morgan Stanley 0.09% Add +16.3% 3,676,178 $1.2B
Geode Capital Management, LLC 0.09% Reduce -1.9% 3,293,471 $1.1B
Fisher Asset Management 0.40% Add +5.8% 3,005,570 $973.2M
Ameriprise Financial Inc. 0.17% Add +9.3% 2,045,418 $662.3M
First Eagle Investment Management, LLC 1.23% Reduce -7.4% 1,849,915 $599.0M
Public Investment Fund 2.73% No change 1,638,985 $530.7M
Northern Trust Corp. 0.09% Reduce -4.3% 1,636,205 $529.8M
Dimensional Fund Advisors LP 0.12% Reduce -7.3% 1,573,080 $509.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -3.1% 1,527,084 $494.5M
Stifel Financial Corp. 0.51% Reduce -0.9% 1,505,626 $487.5M
Legal & General Group Plc 0.12% Reduce -0.4% 1,423,207 $460.8M
Hotchkis & Wiley Capital Management LLC 1.46% Reduce -0.8% 1,352,566 $437.9M
Norges Bank 0.06% Add +1.9% 1,328,600 $430.2M
LSV Asset Management 0.86% Reduce -1.4% 1,241,862 $402.1M
Royal Bank of Canada 0.09% Reduce -5.5% 1,226,372 $397.1M
FMR LLC 0.02% Add +0.8% 1,175,096 $380.5M
Marshfield Associates 7.18% Add +0.2% 1,044,654 $338.2M
Invesco Ltd. 0.07% Add +14.0% 1,038,639 $336.3M
Principal Financial Group Inc. 0.17% Reduce -1.4% 981,600 $317.8M
Bank of America Corp. 0.03% Add +4.3% 977,699 $316.6M
Charles Schwab Investment Management Inc. 0.05% Add +0.8% 866,715 $280.6M
Bank of New York Mellon Corp 0.05% Reduce -3.2% 861,187 $278.8M
Nordea Investment Management AB 0.31% Reduce -7.3% 844,980 $274.4M
First Trust Advisors LP 0.26% Add +415.5% 844,295 $273.4M
JPMorgan Chase & Co. 0.02% Reduce -15.8% 775,140 $251.0M
UBS Group AG 0.06% Add +33.1% 694,347 $224.8M
Loomis Sayles & Co. L P 0.29% Add +1.8% 684,893 $221.8M
American Century Companies Inc. 0.13% Reduce -6.8% 664,948 $215.3M
Envestnet Asset Management Inc. 0.07% Add +2.5% 656,743 $212.6M
AQR Capital Management 0.29% Add +4.5% 644,963 $208.8M
Beutel, Goodman & Co Ltd. 1.00% Reduce -0.8% 625,232 $202.4M
Aberdeen Group plc 0.36% Add +22.5% 611,810 $198.1M
Cincinnati Insurance Co. 3.29% No change 606,400 $196.3M
Amundi 0.07% Add +75.1% 582,784 $192.1M
HSBC Holdings PLC 0.12% Reduce -9.6% 586,695 $189.8M
Deutsche Bank AG 0.08% Add +45.3% 574,774 $186.1M
Hamlin Capital Management, LLC 4.26% Add +8.0% 523,798 $169.6M
HighTower Advisors, LLC 0.24% Add +3.9% 496,625 $160.9M
Barclays PLC 0.07% Add +54.6% 461,049 $149.3M
Neuberger Berman Group LLC 0.10% Add +14.4% 409,788 $132.7M
Voya Investment Management LLC 0.16% Add +418.8% 409,542 $132.6M
Swiss National Bank 0.09% Add +0.3% 405,978 $131.5M
Parnassus Investments, LLC 0.28% Reduce -6.3% 400,912 $129.8M
Goldman Sachs Group Inc. 0.02% Reduce -32.3% 397,250 $128.6M
Bank of Montreal 0.06% Add +21.2% 391,845 $127.9M
Citigroup Inc. 0.12% Add +6.7% 382,773 $123.9M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -0.8% 375,939 $121.7M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -20.0% 354,024 $114.6M
Epoch Investment Partners, Inc. 0.51% Reduce -2.5% 352,824 $114.2M
Robeco Institutional Asset Management B.V. 0.23% Add +13.4% 350,121 $113.4M
Wells Fargo & Company 0.03% Add +2.0% 348,419 $112.8M
Lord, Abbett & Co. LLC 0.35% Add +24.6% 338,961 $109.8M
Corient Private Wealth LP 0.17% Reduce -0.5% 327,494 $106.0M
Earnest Partners LLC 0.45% Add +4.5% 318,120 $103.0M
LPL Financial LLC 0.05% Add +6.1% 317,000 $102.6M
Public Sector Pension Investment Board 0.53% Add +14.5% 304,002 $98.4M
DekaBank Deutsche Girozentrale 0.18% Reduce -3.0% 300,506 $98.3M
Millennium Management 0.09% Add +23.7% 298,649 $96.7M
Nuveen Asset Management, LLC 0.03% Reduce -15.0% 297,970 $96.5M
Manufacturers Life Insurance Company, The 0.08% Add +0.0% 282,159 $91.4M
Rhumbline Advisers 0.08% Reduce -7.2% 278,281 $90.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Reduce -7.1% 270,595 $87.6M
Raymond James & Associates 0.05% Add +7.0% 269,574 $87.3M
Citadel Advisors 0.09% Add +129.5% 268,607 $87.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Reduce -3.5% 268,271 $86.9M
Russell Investments Group, Ltd. 0.12% Add +4.4% 259,266 $84.0M
AXA S.A. 0.25% Add +11.6% 255,529 $82.7M
California Public Employees Retirement System 0.06% Reduce -0.6% 254,770 $82.5M
Franklin Resources Inc. 0.02% Add +74.2% 233,544 $79.0M
D.A. Davidson & Co. 0.61% Add +0.1% 227,968 $73.8M
National Pension Service 0.07% Add +7.7% 224,110 $72.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +8.7% 221,057 $71.6M
Old Republic International Corp. 2.67% No change 219,500 $71.1M
Victory Capital Management Inc. 0.07% Add +25.4% 217,689 $70.5M
California State Teachers Retirement System 0.08% Reduce -0.6% 212,276 $68.7M
Man Group plc 0.20% Reduce -59.8% 211,129 $68.4M
Jacobs Levy Equity Management, Inc. 0.25% Add +8.2% 197,453 $63.9M
Prudential Financial Inc. 0.08% Reduce -1.3% 183,575 $59.4M
Alliancebernstein L.P. 0.02% Add +0.2% 182,975 $59.2M
Brown Advisory Inc. 0.07% Add +0.4% 181,357 $58.7M
Aviva PLC 0.15% Add +1.6% 179,021 $58.0M
Schroder Investment Management Group 0.06% Add +11.1% 174,256 $56.9M
BNP Paribas Financial Markets 0.05% Reduce -27.9% 168,093 $54.4M
Mariner, LLC 0.09% Add +3.2% 158,765 $51.4M
Korea Investment CORP 0.12% Reduce -40.5% 157,647 $51.0M
Canada Pension Plan Investment Board 0.05% Add +8.5% 157,632 $51.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +0.1% 151,312 $49.0M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +16.5% 151,101 $48.9M
AEGON ASSET MANAGEMENT UK Plc 0.65% Reduce -3.1% 147,920 $47.9M
Pictet Asset Management Holding SA 0.05% Add +1.1% 146,959 $47.6M
Raymond James Financial Services Advisors, Inc. 0.06% Reduce -0.2% 143,934 $46.6M
State Board of Administration of Florida Retirement System 0.09% Add +0.2% 138,892 $45.0M
Todd Asset Management LLC 1.04% Reduce -0.6% 137,943 $44.7M
Applied Finance Capital Management, LLC 1.89% Add +0.8% 136,759 $44.3M
Sei Investments Co. 0.06% Add +6.7% 133,031 $43.1M
Jupiter Asset Management Ltd. 0.38% Reduce -45.9% 133,004 $43.1M
Keybank National Association 0.16% Reduce -1.8% 128,884 $41.7M
Conning Inc. 1.40% Reduce -3.1% 124,748 $40.4M
Allianz Asset Management GmbH 0.06% Add +42.5% 124,377 $40.3M
TD Asset Management Inc 0.04% Add +13.8% 123,192 $40.2M
PNC Financial Services Group, Inc. 0.03% Reduce -1.2% 122,311 $39.6M
CANADA LIFE ASSURANCE Co 0.07% Add +2.6% 117,886 $38.2M
Cerity Partners LLC 0.08% Add +13.4% 115,542 $37.4M
New York State Teachers Retirement System 0.08% Reduce -4.5% 112,736 $36.5M
Cardinal Capital Management, Inc. 1.50% Add +0.8% 112,297 $36.4M
Great Lakes Advisors, LLC 0.30% Reduce -5.0% 111,023 $35.9M
Capital Investment Advisors, LLC 0.72% Reduce -6.1% 108,175 $35.0M
Guggenheim Capital LLC 0.24% Reduce -13.0% 105,783 $34.3M
Swedbank AB 0.04% Add +1.5% 103,770 $33.6M
Teachers Retirement System of the State of Kentucky 0.29% Reduce -0.6% 102,771 $33.3M
Natixis Advisors, LLC 0.06% Add +2.2% 98,665 $31.9M
GMO 0.10% Add +0.2% 98,177 $31.8M
Fifth Third Bancorp 0.11% Add +3.0% 95,624 $31.0M
New York State Common Retirement Fund 0.04% Reduce -28.3% 93,447 $30.3M
Brandywine Global Investment Management, LLC 0.20% Add +10.8% 89,395 $30.2M
Cookson Peirce & Co. Inc. 1.39% New 91,388 $29.6M
Danske Bank A/S 0.10% Add +34.2% 89,153 $28.9M
Alps Advisors Inc. 0.18% Reduce -6.8% 83,245 $27.0M
State of Wisconsin Investment Board 0.07% Add +5.7% 82,273 $26.6M
Caisse de depot et placement du Quebec 0.05% Add +4161.4% 81,818 $26.5M
Gateway Investment Advisers LLC 0.29% Add +0.9% 80,101 $25.9M
Storebrand Asset Management As 0.08% Reduce -11.7% 79,802 $25.8M
Janus Henderson Group PLC 0.01% Reduce -2.5% 79,370 $25.7M
National Bank of Canada 0.03% Reduce -3.9% 78,046 $25.3M
State of Tennessee, Department of Treasury 0.09% Add +3.7% 77,749 $25.2M
DDD Partners, LLC 2.68% Add +0.3% 76,205 $24.7M
US Bancorp \de 0.03% Add +2.0% 75,919 $24.6M
Foundry Partners, LLC 1.21% Reduce -0.5% 75,710 $24.5M
DNB Asset Management AS 0.11% Add +16.7% 75,681 $24.5M
Peapack Gladstone Financial Corp. 0.35% Reduce -3.3% 75,095 $24.3M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.6% 73,732 $23.9M
Busey Bank 0.77% Add +0.3% 73,045 $23.7M
STRS Ohio 0.09% Add +12.3% 72,454 $23.5M
Public Employees Retirement System of Ohio 0.10% Reduce -7.2% 71,173 $23.0M
KBC Group NV 0.07% Reduce -8.6% 69,632 $22.5M
First Horizon Advisors, Inc. 0.62% Add +2.4% 68,502 $22.2M
Cullen/Frost Bankers, Inc. 0.30% Add +1.4% 68,498 $22.2M
Verition Fund Management LLC 0.17% Add +1877.3% 67,842 $22.0M
Commonwealth Equity Services, LLC 0.03% Reduce -4.8% 67,595 $21.9M
Vontobel Holding Ltd. 0.07% Reduce -9.0% 66,966 $21.7M
Nisa Investment Advisors, LLC 0.12% Reduce -13.4% 64,269 $20.8M
Florida Trust Wealth Management Co 0.66% Reduce -4.8% 63,581 $20.6M
HM Payson & Co. 0.34% Reduce -0.9% 62,132 $20.1M
Adage Capital Partners Gp, L.L.C. 0.04% New 61,520 $19.9M
Creative Planning 0.02% Add +0.3% 60,996 $19.7M
Lazard Asset Management LLC 0.03% Reduce -77.7% 60,612 $19.6M
Wharton Business Group, LLC 0.88% Reduce -0.3% 58,841 $19.5M
Treasurer of the State of North Carolina 0.08% Reduce -0.6% 59,710 $19.3M
Toronto Dominion Bank 0.03% Reduce -15.2% 59,681 $19.3M
Cetera Investment Advisers 0.04% Add +3.6% 58,969 $19.1M
Bailard, Inc. 0.48% Add +7.2% 57,246 $18.5M
Rockefeller Capital Management L.P. 0.05% Add +6.4% 57,242 $18.5M
St Germain D J Co. Inc. 0.84% Reduce -12.0% 56,724 $18.4M
Royal London Asset Management Ltd. 0.04% Add +2.9% 56,203 $18.2M
Windward Capital Management Co. 1.39% Add +1.3% 56,132 $18.2M
Point72 Asset Management 0.06% New 54,876 $17.8M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -1.8% 54,603 $17.7M
Manning & Napier Advisors LLC 0.19% Reduce -7.8% 54,371 $17.6M
Kestra Advisory Services, LLC 0.10% Add +9.9% 54,285 $17.6M
Asset Management One Co., Ltd. 0.06% Add +1.6% 53,326 $17.3M
Illinois Municipal Retirement Fund 0.24% Reduce -9.6% 52,306 $16.9M
Associated Banc-Corp 0.49% Add +0.8% 51,026 $16.5M
Captrust Financial Advisors 0.05% Reduce -2.6% 50,951 $16.5M
Andra AP-fonden 0.24% New 50,600 $16.4M
AMF Tjanstepension AB 0.12% No change 50,482 $16.4M
State of New Jersey Common Pension Fund D 0.07% No change 49,433 $16.0M
Jane Street Group, LLC 0.03% Reduce -36.6% 48,577 $15.7M
Barlow Wealth Partners, LLC 2.01% Reduce -18.5% 46,266 $15.3M
Welch & Forbes LLC 0.19% Reduce -0.4% 47,199 $15.3M
SG Americas Securities, LLC 0.06% Reduce -76.5% 46,309 $15.0M
Cincinnati Casualty Co. 8.39% No change 46,000 $14.9M
Quantinno Capital Management LP 0.19% Add +3.7% 45,422 $14.7M
Voloridge Investment Management, LLC 0.05% Reduce -85.8% 45,035 $14.6M
United Bank 1.68% Add +0.8% 44,578 $14.4M
Resona Asset Management Co.,Ltd. 0.08% Reduce -0.8% 43,863 $14.2M
Thrivent Financial for Lutherans 0.03% Reduce -6.8% 43,022 $13.9M
Beese Fulmer Investment Management, Inc. 1.19% Add +0.1% 42,835 $13.9M
Sienna Gestion 0.92% Add +31.7% 42,857 $13.8M
Baird Financial Group, Inc. 0.03% Add +1.7% 42,611 $13.8M
Weybosset Research & Management LLC 4.65% Reduce -0.6% 42,394 $13.7M
Panagora Asset Management Inc. 0.07% Reduce -8.3% 42,231 $13.7M
Blair William & Co. 0.04% Add +70.5% 42,075 $13.6M
State of Michigan Retirement System 0.07% Reduce -0.2% 41,037 $13.3M
Semper Augustus Investments 2.24% Reduce -0.2% 40,844 $13.2M
Nomura Asset Management Co. Ltd. 0.04% Add +4.4% 40,826 $13.2M
Los Angeles Capital Management LLC 0.05% Add +18.7% 40,482 $13.1M
Varma Mutual Pension Insurance Co 0.10% Reduce -20.6% 39,520 $13.0M
Wedge Capital Management L L P 0.22% Reduce -12.4% 40,121 $13.0M
LMCG Investments, LLC 0.78% Reduce -2.7% 40,094 $13.0M
Susquehanna International Group, LLP 0.02% Reduce -38.0% 40,063 $13.0M
NorthCoast Asset Management LLC 0.09% Add +12.1% 42,515 $12.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +0.7% 39,809 $12.9M
Sanctuary Advisors, LLC 0.08% Reduce -4.2% 34,515 $12.9M
M&T Bank Corp 0.04% Reduce -0.6% 39,627 $12.8M
O'shaughnessy Asset Management, LLC 0.11% Add +7.3% 37,878 $12.8M
Novare Capital Management LLC 1.08% Add +0.1% 39,440 $12.8M
Arizona State Retirement System 0.08% Reduce -1.1% 39,218 $12.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.68% Add +26.8% 39,240 $12.7M
Janney Montgomery Scott LLC 0.04% Reduce -3.5% 39,195 $12.7M
CIBC Private Wealth Group LLC 0.02% Reduce -0.9% 38,864 $12.6M
Hancock Whitney Corp. 0.40% Add +545.1% 38,630 $12.5M
Macquarie Group Ltd. 0.01% Reduce -3.1% 38,492 $12.5M
Linscomb Wealth, Inc. 0.62% Reduce -1.9% 38,388 $12.4M
Allen Mooney & Barnes Investment Advisors LLC 2.11% Reduce -3.4% 38,343 $12.4M
Natixis 0.08% Add +14.0% 38,125 $12.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.6% 37,774 $12.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% — 37,770 $12.2M
Richard C. Young & CO., LTD. 1.33% Add +1.8% 37,608 $12.2M
DAVENPORT & Co LLC 0.07% Reduce -0.3% 36,807 $11.9M
Erste Asset Management GmbH 0.14% Add +1.6% 36,455 $11.9M
Swiss Life Asset Management Ltd 0.14% Reduce -14.4% 36,713 $11.9M
Jacobs & Co. 1.19% Reduce -1.4% 36,689 $11.9M
Achmea Investment Management B.V. 0.19% Add +773.0% 36,368 $11.8M
Dakota Wealth Management 0.27% Add +60.4% 36,175 $11.7M
Atwater Malick LLC 3.76% Add +0.0% 36,084 $11.7M
Transform Wealth, LLC 0.77% Add +2.1% 35,995 $11.7M
Culbertson A N & Co. Inc. 1.88% Add +0.4% 35,982 $11.7M
Mercer Global Advisors Inc. 0.03% Add +8.1% 35,635 $11.6M
Noesis Capital Mangement Corp. 2.30% Reduce -1.1% 35,823 $11.6M
MetLife Investment Management, LLC 0.07% Reduce -2.3% 35,628 $11.5M
NewSquare Capital LLC 0.91% Add +3.8% 35,779 $11.5M
Forsta Ap-Fonden 0.09% Reduce -1.7% 35,140 $11.4M
Adams Asset Advisors, LLC 1.53% Reduce -0.7% 34,842 $11.3M
Cornerstone Wealth Group, LLC 0.93% Add +0.5% 34,785 $11.3M
Franklin Street Advisors Inc. 0.76% Reduce -1.1% 34,729 $11.2M
Knights of Columbus Asset Advisors LLC 0.74% Add +48.6% 34,701 $11.2M
Verity & Verity, LLC 1.10% Add +1.0% 34,640 $11.2M
Wallington Asset Management, LLC 1.54% Add +6.0% 34,207 $11.1M
Summit Financial Wealth Advisors, LLC 2.08% Reduce -0.2% 34,189 $11.1M
Corebridge Financial, Inc. 0.06% Reduce -2.6% 34,025 $11.0M
L & S Advisors Inc 1.29% New 33,952 $11.0M
Investment House LLC 0.59% Add +8.7% 33,815 $10.9M
Benjamin Edwards Inc. 0.16% Add +670.1% 33,723 $10.9M
Two Point Capital Management, Inc. 3.93% Add +1.3% 33,235 $10.8M
Comerica Bank 0.04% Reduce -4.1% 33,123 $10.7M
Eldred Rock Partners, LLC 3.56% Add +4.1% 32,881 $10.6M
Madison Asset Management, LLC 0.12% Reduce -3.8% 32,619 $10.6M
Osaic Holdings, Inc. 0.02% Reduce -11.1% 32,508 $10.5M
Boston Common Asset Management, LLC 0.27% Reduce -1.4% 32,399 $10.5M
Ensign Peak Advisors, Inc 0.02% Reduce -43.6% 31,769 $10.3M
Truist Financial Corp. 0.02% Reduce -1.4% 30,891 $10.0M
QRG Capital Management, Inc. 0.11% Add +2.9% 30,332 $9.8M
Retirement Systems of Alabama 0.04% Add +0.2% 30,243 $9.8M
Citizens Financial Group Inc. 0.20% Reduce -1.9% 30,216 $9.8M
Foster Victor Wealth Advisors, LLC 0.78% Add +3.9% 29,125 $9.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.7% 29,834 $9.7M
IFM Investors Pty Ltd 0.09% Add +5.8% 29,723 $9.6M
Executive Wealth Management, LLC 0.75% New 29,458 $9.5M
Amalgamated Bank 0.08% Add +6.0% 29,336 $9.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -12.2% 28,850 $9.3M
Foster & Motley Inc. 0.58% Reduce -0.4% 28,455 $9.2M
Sheaff Brock Investment Advisors, LLC 0.80% Add +0.1% 28,242 $9.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.6% 28,042 $9.1M
Czech National Bank 0.09% Add +7.1% 27,918 $9.0M
Credit Agricole S A 0.05% Reduce -35.5% 27,880 $9.0M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -11.5% 27,794 $9.0M
Old National Bancorp 0.21% Reduce -24.4% 27,630 $8.9M
Advisors Asset Management, Inc. 0.16% Add +23.5% 27,346 $8.9M
Pinnacle Associates Ltd. 0.15% Add +1.6% 36,524 $8.8M
Morgan Dempsey Capital Management LLC 3.00% Reduce -11.3% 26,931 $8.7M
Gotham Asset Management 0.09% Add +26.3% 26,914 $8.7M
SFE Investment Counsel 1.81% Reduce -0.2% 26,889 $8.7M
Mackenzie Financial Corp. 0.01% Reduce -8.1% 26,590 $8.6M
Pathstone Holdings, LLC 0.04% Reduce -1.1% 26,508 $8.6M
Van Eck Associates Corp. 0.01% Add +11.0% 25,158 $8.3M
Cresset Asset Management, LLC 0.03% Reduce -4.8% 25,133 $8.1M
S&T Bank 2.13% Reduce -16.7% 25,042 $8.1M
Olstein Capital Management, L.P. 1.38% No change 25,000 $8.1M
Vanguard Personalized Indexing Management, LLC 0.13% Add +13.8% 24,978 $8.1M
Schonfeld Strategic Advisors LLC 0.06% Reduce -54.0% 24,658 $8.0M
Empowered Funds, LLC 0.13% Add +15.3% 24,617 $8.0M
Moore Capital Management, LP 0.25% New 24,377 $7.9M
Patton Albertson Miller Group, LLC 1.07% Reduce -5.2% 24,245 $7.9M
Anderson Hoagland & Co. 0.80% Reduce -3.0% 23,549 $7.8M
Rowlandmiller & Partners.adv 1.58% Reduce -0.4% 24,088 $7.8M
Evergreen Capital Management LLC 0.26% Add +4.5% 23,964 $7.8M
Impax Asset Management Group plc 0.03% Reduce -15.4% 23,921 $7.7M
Seizert Capital Partners, LLC 0.35% Reduce -11.4% 23,897 $7.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.80% Add +3.4% 23,586 $7.6M
Westfield Capital Management Co. LP 0.03% Add +23.1% 23,520 $7.6M
CIBC Asset Management Inc 0.02% Add +7.3% 23,340 $7.6M
Advocate Group LLC 1.36% Add +0.8% 23,151 $7.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -12.9% 22,826 $7.4M
Ironwood Investment Counsel, LLC 1.23% Add +1.4% 22,816 $7.4M
Utah Retirement Systems 0.08% Add +0.9% 22,664 $7.3M
NewEdge Advisors, LLC 0.05% Add +0.9% 22,269 $7.2M
Two Sigma Advisers, LP 0.02% Reduce -94.5% 21,882 $7.1M
Glenmede Trust Co. NA 0.03% Reduce -1.2% 21,871 $7.1M
Orion Investment Co 2.75% Add +0.6% 21,824 $7.1M
Carnegie Investment Counsel 0.21% Add +6.1% 21,762 $7.0M
RBA Wealth Management, LLC 2.66% Add +0.7% 21,316 $6.9M
SGL Investment Advisors, Inc. 3.56% — 18,745 $6.8M
Cardinal Capital Management 1.05% Add +0.7% 20,899 $6.8M
Acadian Asset Management LLC 0.02% Add +240.7% 20,773 $6.7M
Calydon Capital 1.09% Reduce -22.5% 20,689 $6.7M
Level Four Advisory Services, LLC 0.28% Reduce -14.3% 20,340 $6.7M
Federation des caisses Desjardins du Quebec 0.03% Reduce -2.9% 20,302 $6.6M
Spectrum Wealth Counsel, LLC 0.77% New 20,086 $6.5M
Yousif Capital Management, LLC 0.07% Reduce -1.2% 19,987 $6.5M
Walleye Capital LLC 0.08% Add +58.6% 19,829 $6.4M
QV Investors Inc. 0.56% Add +0.6% 19,695 $6.4M
Highland Capital Management, LLC 0.36% Reduce -5.2% 19,578 $6.3M
Two Sigma Investments, LP 0.01% Reduce -92.2% 19,569 $6.3M
Northwest Bancshares, Inc. 1.08% Reduce -16.4% 19,557 $6.3M
Daiwa Securities Group Inc. 0.03% Add +2.4% 19,528 $6.3M
Legacy Trust 1.44% Add +1.2% 19,422 $6.3M
King Luther Capital Management Corp. 0.03% Add +0.4% 19,285 $6.2M
Xponance LLC 0.06% Add +1.7% 19,073 $6.2M
Alpine Woods Capital Investors, LLC 1.08% Reduce -9.6% 17,129 $6.1M
Private Advisor Group, LLC 0.04% Reduce -0.4% 18,918 $6.1M
Foundations Investment Advisors, LLC 0.13% Add +1197.5% 18,904 $6.1M
State of Alaska, Department of Revenue 0.06% Reduce -10.6% 18,886 $6.1M
Clifford Swan Investment Counsel LLC 0.22% Reduce -0.5% 18,817 $6.1M
Birmingham Capital Management Co. Inc. 2.21% Reduce -4.1% 18,760 $6.1M
New York Life Investment Management LLC 0.06% Reduce -3.1% 18,715 $6.1M
Public Employees Retirement Association of Colorado 0.02% Add +0.0% 18,622 $6.0M
Cibc World Markets Corp. 0.04% Add +5.6% 18,606 $6.0M
Hamilton Point Investment Advisors, LLC 1.08% Reduce -1.9% 18,475 $6.0M
First Merchants Corp. 0.23% Reduce -2.3% 18,457 $6.0M
Commerce Bank 0.04% Reduce -0.6% 18,369 $5.9M
McGuire Investment Group, LLC 0.82% Reduce -0.2% 18,086 $5.9M
Logan Capital Management Inc. 0.24% Reduce -0.4% 17,966 $5.8M
Assetmark, Inc. 0.02% Add +3.1% 17,937 $5.8M
GHP Investment Advisors, Inc. 0.27% Add +1.7% 17,848 $5.8M
PGGM Investments 0.07% No change 17,825 $5.8M
ProShare Advisors LLC 0.01% Reduce -7.9% 17,658 $5.7M
Selway Asset Management 2.23% No change 17,613 $5.7M
Lynch Asset Management, Inc. 2.39% No change 17,550 $5.7M
Johnson Financial Group, Inc. 0.26% Add +30.9% 17,503 $5.7M
Nissay Asset Management Corp. /Japan 0.04% Add +2.8% 17,362 $5.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.7% 17,355 $5.6M
Bank of Nova Scotia 0.01% Add +21.7% 17,332 $5.6M
Principle Wealth Partners LLC 0.40% Reduce -2.4% 17,277 $5.6M
Adell Harriman & Carpenter Inc. 0.40% Add +22.7% 17,135 $5.5M
TD Private Client Wealth LLC 0.16% Add +5.4% 17,112 $5.5M
GYL Financial Synergies, LLC 0.42% Reduce -2.5% 17,087 $5.5M
Pring Turner Capital Group Inc. 3.49% Reduce -0.6% 17,056 $5.5M
Moran Wealth Management, LLC 0.17% Reduce -15.3% 17,027 $5.5M
Old Second National Bank of Aurora 1.32% Reduce -0.7% 16,885 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -2.2% 16,880 $5.5M
City Holding Co. 0.76% Add +0.8% 16,880 $5.5M
YHB Investment Advisors, Inc. 0.45% Reduce -2.7% 16,818 $5.4M
Cullen Investment Group, LTD. 0.81% Reduce -0.4% 16,765 $5.4M
Banque Cantonale Vaudoise 0.22% Add +27.1% 16,727 $5.4M
Butensky & Cohen Financial Security, Inc. 1.57% Reduce -0.7% 16,369 $5.3M
Parsons Capital Management Inc. 0.33% Add +0.9% 16,167 $5.2M
MML Investors Services, LLC 0.02% Add +4.9% 16,154 $5.2M
Synovus Financial Corp. 0.06% Add +1.5% 15,891 $5.1M
CWA Asset Management Group, LLC 0.27% — 15,757 $5.1M
Eley Financial Management, Inc 2.03% Reduce -1.7% 15,557 $5.0M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 15,500 $5.0M
Advisory Resource Group 1.06% Add +1.0% 15,328 $5.0M
Cibc World Market Inc. 0.01% Reduce -4.2% 15,266 $4.9M
Westpac Banking Corp. 0.33% Add +4.5% 15,206 $4.9M
Parcion Private Wealth LLC 0.41% Add +4.3% 15,115 $4.9M
B. Metzler seel. Sohn & Co. Holding AG 0.05% — 15,081 $4.9M
B. Metzler seel. Sohn & Co. AG 0.05% Add +43.5% 15,081 $4.9M
AE Wealth Management LLC 0.04% Add +0.6% 14,937 $4.8M
Bessemer Group Inc. 0.01% Add +229.0% 14,565 $4.7M
ING Groep NV 0.03% Reduce -20.9% 14,558 $4.7M
Wolverine Trading, LLC 0.12% Add +48.4% 14,429 $4.7M
Westhampton Capital, LLC 2.38% No change 14,460 $4.7M
Atria Investments, Inc 0.06% Reduce -5.4% 14,387 $4.7M
Beacon Pointe Advisors, LLC 0.05% Reduce -3.3% 14,359 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +3.4% 14,316 $4.6M
Kingsview Wealth Management, LLC 0.10% Add +4.0% 14,102 $4.6M
Assenagon Asset Management S.A. 0.01% Add +164.2% 13,974 $4.5M
Watchman Group, Inc. 1.18% Reduce -0.3% 13,922 $4.5M
Lido Advisors, LLC 0.03% Add +4.0% 13,897 $4.5M
Focus Partners Wealth 0.01% Add +366.6% 13,803 $4.5M
Tidal Investments LLC 0.05% Reduce -14.5% 13,792 $4.5M
Cullinan Associates Inc. 0.25% Reduce -18.4% 13,315 $4.5M
Qube Research & Technologies Ltd 0.01% Reduce -75.6% 13,656 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +13.3% 13,618 $4.4M
Federated Hermes, Inc. 0.01% Reduce -6.8% 13,484 $4.4M
Occidental Asset Management, LLC 0.69% Add +3.8% 13,209 $4.3M
Sapient Capital LLC 0.09% Reduce -0.0% 13,093 $4.2M
Donaldson Capital Management, LLC 0.16% Reduce -5.6% 13,082 $4.2M
Valeo Financial Advisors, LLC 0.12% Add +0.1% 13,051 $4.2M
Peloton Wealth Strategists 1.71% Reduce -4.7% 13,030 $4.2M
First American Bank 0.30% Reduce -7.6% 12,945 $4.2M
Diversified Trust Co. 0.10% Add +36.4% 12,858 $4.2M
Advisory Services Network, LLC 0.09% No change 14,936 $4.1M
Physicians Financial Services, Inc. 1.27% Reduce -0.4% 12,582 $4.1M
Pacer Advisors, Inc. 0.01% Add +2.6% 12,570 $4.1M
Savant Capital, LLC 0.03% Add +3.9% 12,561 $4.1M
Royce & Associates LP 0.04% Reduce -3.9% 12,500 $4.0M
Flputnam Investment Management Co. 0.07% Add +42.0% 18,479 $4.0M
Aull & Monroe Investment Management Corp 1.85% Reduce -0.9% 12,254 $4.0M
Meritage Portfolio Management 0.24% Reduce -4.4% 12,249 $4.0M
Dupree Financial Group, LLC 1.67% New 12,121 $3.9M
Neo Ivy Capital Management 1.27% New 12,094 $3.9M
Rothschild Investment LLC 0.26% Reduce -1.2% 12,079 $3.9M
Elo Mutual Pension Insurance Co 0.08% Add +3.0% 12,074 $3.9M
Cwm, LLC 0.02% Add +17.4% 12,069 $3.9M
Patton Fund Management, Inc. 0.81% Reduce -5.2% 12,044 $3.9M
American Trust 0.32% Reduce -18.3% 11,920 $3.9M
NovaPoint Capital, LLC 1.19% Add +4.3% 11,826 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +7.8% 11,701 $3.8M
Oregon Public Employees Retirement Fund 0.07% Reduce -0.1% 11,732 $3.8M
Jones Financial Companies LLLP 0.00% Add +54.9% 11,470 $3.7M
Candriam S.C.A. 0.02% Add +10.0% 11,511 $3.7M
Rafferty Asset Management, LLC 0.01% Reduce -2.5% 11,492 $3.7M
Cannon Advisors, Inc. 3.02% — 11,300 $3.7M
Regions Financial Corp. 0.03% Reduce -3.1% 11,329 $3.7M
Community Bank, N.A. 0.46% No change 11,321 $3.7M
Eukles Asset Management 1.47% Reduce -1.0% 11,284 $3.7M
Unison Advisors LLC 0.43% Add +0.6% 11,057 $3.6M
Daiichi Life Insurance Co., Ltd. 0.09% No change 10,985 $3.6M
Quantitative Investment Management, LLC 0.35% Reduce -51.2% 10,963 $3.5M
Jacobi Capital Management LLC 0.27% Add +1.8% 10,877 $3.5M
Simplex Trading, LLC 0.12% Add +148.0% 10,874 $3.5M
Apollon Wealth Management, LLC 0.10% Reduce -2.3% 10,860 $3.5M
Orion Porfolio Solutions, LLC 0.03% Add +7.7% 10,748 $3.5M
Orion Portfolio Solutions, LLC 0.03% Add +7.7% 10,748 $3.5M
OMERS ADMINISTRATION Corp 0.03% No change 10,743 $3.5M
MassMutual Private Wealth & Trust, FSB 0.10% Reduce -0.7% 10,647 $3.4M
Thompson Siegel & Walmsley LLC 0.05% Add +518.5% 10,639 $3.4M
Argent Trust Co 0.14% Reduce -1.8% 10,604 $3.4M
Rodgers Brothers Inc. 0.43% Reduce -1.6% 10,475 $3.4M
Fulton Bank, N.A. 0.13% Reduce -5.6% 10,429 $3.4M
Romano Brothers and Company 0.42% Reduce -0.2% 10,412 $3.4M
XML Financial, LLC 0.31% Reduce -2.8% 10,363 $3.4M
Albar Capital Ltd 0.75% New 10,318 $3.3M
Ontario Teachers Pension Plan Board 0.03% Reduce -73.0% 10,238 $3.3M
Temasek Holdings (Private) Ltd 0.01% New 10,235 $3.3M
Wealthfront Advisers LLC 0.01% Reduce -3.5% 10,234 $3.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -4.7% 10,203 $3.3M
CoreCap Advisors, LLC 0.15% New 10,127 $3.3M
Midwest Professional Planners, LTD. 1.00% Add +7.3% 10,109 $3.3M
Trilogy Capital Inc. 0.16% Reduce -1.7% 10,106 $3.3M
Sterling Capital Management LLC 0.04% — 10,025 $3.2M
KP Management LLC 1.14% No change 10,000 $3.2M
Scopus Asset Management, L.P. 0.10% New 10,000 $3.2M
Atria Wealth Solutions, Inc. 0.03% Add +2.6% 9,819 $3.2M
Oppenheimer & Co. Inc. 0.05% Reduce -1.7% 9,783 $3.2M
WD Rutherford LLC 1.54% Add +65.1% 9,765 $3.2M
Stone Summit Wealth LLC 1.01% Reduce -0.4% 9,673 $3.1M
Eagle Rock Investment Company, LLC 0.52% No change 9,666 $3.1M
Lifeworks Advisors, LLC 0.61% Add +13.0% 9,654 $3.1M
Kentucky Retirement Systems 0.09% Reduce -7.4% 9,548 $3.1M
Ascent Wealth Partners, LLC 0.43% Reduce -0.2% 9,528 $3.1M
Scotia Capital Inc. 0.02% Add +2.8% 9,522 $3.1M
Azzad Asset Management Inc. 0.35% Add +1.8% 9,513 $3.1M
Greenfield Seitz Capital Management, LLC 1.13% Add +1.9% 9,488 $3.1M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +0.7% 9,436 $3.1M
Point72 Hong Kong Ltd 0.22% Add +143.2% 9,381 $3.0M
Grey Ledge Advisors, LLC 0.77% Add +0.6% 9,349 $3.0M
Kintegral Advisory, LLC 0.27% Reduce -1.3% 9,148 $3.0M
Albert D Mason Inc. 1.88% Reduce -2.0% 9,065 $2.9M
UniSuper Management Pty Ltd 0.02% Add +0.8% 9,052 $2.9M
Burney Co./ 0.10% Add +19.6% 8,980 $2.9M
Catalyst Capital Advisors LLC 0.07% New 8,920 $2.9M
Mizuho Securities USA LLC 0.06% Reduce -15.7% 8,887 $2.9M
Strengthening Families & Communities, LLC 0.74% Add +7.0% 8,877 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -12.7% 8,872 $2.9M
Penobscot Investment Management Company, Inc. 0.26% Reduce -0.2% 8,850 $2.9M
Ieq Capital, LLC 0.04% Add +24.9% 8,840 $2.9M
Tealwood Asset Management Inc. 1.25% Reduce -1.6% 8,792 $2.8M
Teacher Retirement System of Texas 0.01% Add +229.8% 8,765 $2.8M
U.S. Capital Wealth Advisors, LLC 0.10% Reduce -5.8% 8,633 $2.8M
LBP Am SA 0.04% Add +149.7% 8,630 $2.8M
Vaughan Nelson Investment Management, L.P. 0.02% No change 8,630 $2.8M
Hartford Investment Management Co. 0.09% Reduce -1.5% 8,621 $2.8M
Caprock Group, LLC 0.10% Add +3.1% 8,579 $2.8M
Cumberland Advisors Inc. 1.10% Add +6.2% 8,550 $2.8M
CENTRAL TRUST Co 0.06% Reduce -4.3% 8,522 $2.8M
Peddock Capital Advisors, LLC 0.66% Add +2.3% 8,520 $2.8M
APG Asset Management N.V. 0.02% Reduce -83.6% 9,385 $2.7M
Traynor Capital Management, Inc. 0.22% Add +1.4% 8,382 $2.7M
Metis Global Partners, LLC 0.08% Add +17.3% 8,302 $2.7M
New Potomac Partners, LLC 1.38% Reduce -2.9% 8,295 $2.7M
iA Global Asset Management Inc. 0.05% New 8,258 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +34.2% 8,095 $2.6M
Greenleaf Trust 0.02% Add +3.9% 8,068 $2.6M
Investment Management Corp of Ontario 0.06% Add +22.9% 8,060 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +6.8% 8,057 $2.6M
Crossmark Global Holdings, Inc. 0.05% Reduce -48.7% 8,020 $2.6M
Avantax Advisory Services, Inc. 0.02% Add +0.8% 8,005 $2.6M
Harfst & Associates, Inc. 0.58% Reduce -5.5% 7,990 $2.6M
Mirabaud Asset Management Ltd 1.06% Add +28.9% 7,908 $2.6M
Verdence Capital Advisors LLC 0.20% Reduce -0.4% 7,856 $2.5M
Rakuten Investment Management, Inc. 0.01% Add +33.2% 7,760 $2.5M
Maryland State Retirement & Pension System 0.05% Reduce -26.9% 7,806 $2.5M
Forte Capital LLC 0.29% Add +2.1% 7,787 $2.5M
Security National Bank of So Dak 1.39% Reduce -1.2% 7,751 $2.5M
Kendall Capital Management 0.77% Add +3.9% 7,702 $2.5M
Murphy Pohlad Asset Management LLC 1.04% Reduce -3.9% 7,700 $2.5M
Louisiana State Employees Retirement System 0.05% No change 7,700 $2.5M
USS Investment Management Ltd 0.02% No change 7,697 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -2.5% 7,476 $2.5M
Integrated Wealth Concepts LLC 0.03% Add +26.3% 7,653 $2.5M
Marshall Wace, LLP 0.00% Reduce -86.0% 7,614 $2.5M
Montag A & Associates Inc. 0.12% Reduce -0.3% 7,579 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -3.8% 7,534 $2.4M
Engineers Gate Manager LP 0.05% Add +66.7% 7,534 $2.4M
Bleakley Financial Group, LLC 0.07% Reduce -2.4% 7,518 $2.4M
IFG Advisory, LLC 0.15% Reduce -1.7% 7,481 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +1.3% 7,424 $2.4M
Loudon Investment Management, LLC 1.30% Reduce -0.3% 7,346 $2.4M
Huntington National Bank 0.02% Reduce -1.3% 7,294 $2.4M
M&G PLC 0.01% Reduce -7.4% 7,287 $2.4M
MainStreet Investment Advisors LLC 0.31% Reduce -25.2% 7,278 $2.4M
Tredje AP-fonden 0.02% Add +36.1% 7,274 $2.4M
Leuthold Group, LLC 0.26% Reduce -1.7% 7,242 $2.3M
Parallel Advisors, LLC 0.06% Add +1.0% 7,222 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.10% Reduce -3.7% 7,188 $2.3M
Cascade Investment Advisors, Inc. 1.48% Add +0.3% 7,164 $2.3M
Brown, Lisle/Cummings, Inc. 0.70% No change 7,160 $2.3M
FIL Ltd 0.00% Add +35.3% 7,131 $2.3M
IHT Wealth Management, LLC 0.07% Add +31.8% 7,089 $2.3M
Railway Pension Investments Ltd 0.03% New 7,100 $2.3M
Daymark Wealth Partners, LLC 0.10% Add +19.4% 7,061 $2.3M
Hartford Financial Management Inc. 0.46% Add +0.2% 6,953 $2.3M
Money Concepts Capital Corp. 0.17% Reduce -4.1% 6,919 $2.2M
Choreo, LLC 0.03% Add +2.5% 6,830 $2.2M
Vident Advisory, LLC 0.06% Reduce -7.7% 6,877 $2.2M
Simmons Bank 0.16% Reduce -61.5% 6,847 $2.2M
WBH Advisory Inc. 0.21% Reduce -2.0% 6,788 $2.2M
Geneos Wealth Management Inc. 0.08% Add +1.8% 6,786 $2.2M
Bond & Devick Financial Network, Inc. 0.94% Add +0.3% 6,779 $2.2M
Security National Bank of Sioux City Iowa 1.32% Add +1.6% 6,693 $2.2M
Bank of Stockton 0.65% Add +2.0% 6,672 $2.2M
New Mexico Educational Retirement Board 0.07% Reduce -7.0% 6,654 $2.2M
Sterling Investment Advisors, Ltd. 0.54% Reduce -2.6% 6,615 $2.1M
Bedel Financial Consulting, Inc. 0.30% Reduce -6.6% 6,613 $2.1M
Cadence Bank 0.15% Reduce -0.4% 6,586 $2.1M
Applied Capital LLC 1.66% Reduce -0.1% 6,574 $2.1M
Strong Tower Advisory Services 0.59% Add +23.3% 6,556 $2.1M
Occudo Quantitative Strategies LP 0.39% Reduce -48.6% 6,548 $2.1M
Moody National Bank Trust Division 0.23% Add +34.6% 6,541 $2.1M
CHICAGO TRUST Co NA 0.38% Add +2.0% 6,509 $2.1M
Sierra Summit Advisors LLC 0.48% Add +25.6% 6,450 $2.1M
Caldwell Trust Co 0.22% Reduce -2.7% 6,445 $2.1M
Delta Financial Advisors LLC 0.76% Add +8.9% 6,425 $2.1M
MAI Capital Management 0.02% Reduce -32.1% 6,325 $2.0M
Essex Financial Services, Inc. 0.15% Reduce -25.0% 6,186 $2.0M
Cornerstone Advisors, LLC 0.08% Add +117.2% 6,300 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.2% 6,281 $2.0M
Ipswich Investment Management Co., Inc. 0.47% No change 6,275 $2.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% New 6,251 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -6.6% 6,158 $2.0M
Susquehanna Portfolio Strategies, LLC 0.14% No change 6,114 $2.0M
Clearstead Advisors, LLC 0.03% Add +0.1% 6,081 $2.0M
River Street Advisors LLC 1.08% Add +3.9% 6,080 $2.0M
Arkadios Wealth Advisors 0.11% Reduce -11.8% 6,079 $2.0M
Absher Wealth Management, LLC 0.25% Reduce -2.5% 6,056 $2.0M
First Citizens Financial Corp 1.03% No change 5,990 $1.9M
Plato Investment Management Ltd 0.16% No change 5,992 $1.9M
Ritholtz Wealth Management 0.06% Add +8.8% 5,952 $1.9M
Cannell & Spears LLC 0.04% Reduce -4.0% 5,949 $1.9M
Aurora Investment Counsel 1.05% Reduce -7.3% 5,934 $1.9M
Trust Co. of Vermont 0.10% Reduce -2.8% 5,899 $1.9M
Canandaigua National Bank & Trust Co. 0.18% Add +7.7% 5,871 $1.9M
Seven Eight Capital, LP 0.17% Add +238.9% 5,860 $1.9M
Edmp, Inc. 1.54% Add +2.8% 5,806 $1.9M
Richard P Slaughter Associates Inc 0.44% Reduce -3.1% 5,805 $1.9M
Ostrum Asset Management 0.15% Add +2.5% 5,752 $1.9M
Vinva Investment Management Ltd 0.08% Add +37.7% 5,681 $1.9M
Norinchukin Bank, The 0.04% Add +17.5% 5,719 $1.9M
First Trust Direct Indexing L.P. 0.10% Add +12.1% 5,711 $1.8M
Harbour Trust & Investment Management Co 0.21% Reduce -0.7% 5,703 $1.8M
BDF-Gestion 0.20% No change 6,320 $1.8M
Motley Fool Asset Management LLC 0.11% Add +3.8% 5,515 $1.8M
Kerusso Capital Management LLC 1.14% Add +6.4% 5,521 $1.8M
Beacon Investment Advisors LLC 0.85% Add +0.1% 5,516 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.54% Add +2.4% 5,503 $1.8M
Fiduciary Group, LLC 0.18% Add +0.1% 5,429 $1.8M
Zurich Insurance Group Ltd 0.01% No change 5,400 $1.7M
SkyView Investment Advisors, LLC 0.29% Add +3.9% 5,334 $1.7M
DB Fitzpatrick & Co, Inc 1.50% Add +25.5% 5,292 $1.7M
Stiles Financial Services Inc 0.60% Add +3.8% 5,285 $1.7M
Ranch Capital Advisors Inc. 0.81% Add +3.7% 5,283 $1.7M
Walleye Trading LLC 0.04% Reduce -55.0% 5,274 $1.7M
Mengis Capital Management, Inc. 0.34% Reduce -0.8% 5,233 $1.7M
Arrow Financial Corp 0.15% Reduce -4.5% 5,135 $1.7M
Symphony Financial, Ltd. Co. 0.27% Add +18.1% 5,069 $1.7M
Stock Yards Bank & Trust Co. 0.05% Add +1.8% 5,089 $1.6M
O'Brien Greene & Co. Inc 0.51% Reduce -10.3% 5,021 $1.6M
Boston Trust Walden Corp 0.01% Add +15.5% 5,020 $1.6M
ArchPoint Investors 0.54% No change 5,000 $1.6M
Wilmington Savings Fund Society, FSB 0.03% Add +18.9% 4,990 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -29.1% 4,985 $1.6M
St. Johns Investment Management Company, LLC 0.75% Reduce -2.5% 4,959 $1.6M
Raymond James Trust N.A. 0.03% Reduce -5.5% 4,955 $1.6M
SevenBridge Financial Group, LLC 0.31% Add +7.3% 4,449 $1.6M
Whitener Capital Management, Inc. 0.45% Add +6.2% 4,919 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -16.3% 4,908 $1.6M
PFG Advisors 0.10% Reduce -11.4% 4,881 $1.6M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -0.9% 4,843 $1.6M
Empirical Finance, LLC 0.09% Add +1.8% 4,838 $1.6M
Westover Capital Advisors, LLC 0.30% Reduce -1.0% 4,827 $1.6M
Certified Advisory Corp 0.17% Reduce -2.6% 4,809 $1.6M
TFG Advisers LLC 0.56% Add +0.5% 4,789 $1.6M
StoneX Group Inc. 0.11% Add +7.3% 4,787 $1.6M
Massachusetts Wealth Management 0.98% Add +2.0% 4,782 $1.5M
Fayez Sarofim & Co 0.00% Reduce -4.0% 4,755 $1.5M
Retirement Guys Formula LLC 0.71% New 4,747 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -4.3% 4,735 $1.5M
Sunbelt Securities, Inc. 0.15% Reduce -1.7% 4,727 $1.5M
NEOS Investment Management LLC 0.05% Add +20.8% 4,724 $1.5M
Kingswood Wealth Advisors, LLC 0.11% Add +0.9% 4,696 $1.5M
Waverly Advisors, LLC 0.03% Add +1.6% 4,699 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Reduce -0.5% 4,675 $1.5M
Smithbridge Asset Management Inc. 0.26% Add +67.4% 4,651 $1.5M
North Star Investment Management Corp. 0.10% Add +0.0% 4,637 $1.5M
Merit Financial Group, LLC 0.03% Reduce -35.6% 4,626 $1.5M
Concourse Financial Group Securities, Inc. 0.09% Reduce -0.6% 4,604 $1.5M
Columbia Bank 0.55% Reduce -0.9% 4,604 $1.5M
SlateStone Wealth, LLC 0.13% Add +3.0% 4,601 $1.5M
First Hawaiian Bank 0.05% Reduce -0.6% 4,594 $1.5M
Bokf, NA 0.03% Reduce -0.1% 4,532 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +6.2% 4,544 $1.5M
Argent Financial Group, Inc. 0.17% — 4,544 $1.5M
Precedent Wealth Partners, LLC 0.48% Add +10.1% 4,539 $1.5M
Hohimer Wealth Management, LLC 0.32% No change 4,528 $1.5M
Park Avenue Securities LLC 0.02% Reduce -4.7% 4,488 $1.5M
Kestra Private Wealth Services, LLC 0.03% Reduce -29.5% 4,457 $1.4M
Meeder Advisory Services, Inc. 0.09% Add +3.8% 4,403 $1.4M
Paradigm Asset Management Co. LLC 0.37% No change 4,400 $1.4M
Graham Capital Management, L.P. 0.08% New 4,400 $1.4M
Sara-Bay Financial 0.51% New 4,378 $1.4M
Stoneridge Investment Partners LLC 0.53% Reduce -1.0% 4,373 $1.4M
Venturi Wealth Management, LLC 0.07% Reduce -7.7% 4,369 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 4,345 $1.4M
Convergence Investment Partners, LLC 0.38% New 4,335 $1.4M
Groupama Asset Managment 0.04% Add +61.2% 5,374 $1.4M
Wellington Management Group LLP 0.00% Add +51.7% 4,289 $1.4M
Mission Wealth Management, LP 0.03% Add +4.2% 4,276 $1.4M
West Coast Financial LLC 0.15% Reduce -5.5% 4,254 $1.4M
FineMark National Bank & Trust 0.05% Reduce -2.7% 4,213 $1.4M
Pitcairn Co. 0.08% Reduce -10.1% 4,201 $1.4M
Western Wealth Management, LLC 0.08% New 4,146 $1.3M
Martingale Asset Management L P 0.03% Reduce -28.3% 4,093 $1.3M
AlTi Global, Inc. 0.03% Reduce -5.6% 4,080 $1.3M
Balefire, LLC 0.45% Add +34.1% 4,075 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -8.0% 4,058 $1.3M
Ethic Inc. 0.03% Reduce -3.0% 4,454 $1.3M
First Pacific Financial 0.31% Add +2.0% 4,051 $1.3M
Sageworth Trust Co of South Dakota 1.68% No change 4,051 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +3.3% 4,038 $1.3M
Moors & Cabot, Inc. 0.06% Add +0.7% 4,036 $1.3M
Siemens Fonds Invest GmbH 0.10% Reduce -2.5% 4,035 $1.3M
Kades & Cheifetz LLC 0.74% Reduce -0.2% 4,004 $1.3M
Transamerica Financial Advisors, LLC 0.13% Reduce -9.5% 3,960 $1.3M
Connecticut Wealth Management, LLC 0.06% Reduce -0.4% 3,949 $1.3M
Oarsman Capital, Inc. 0.23% Add +84.0% 3,883 $1.3M
Fuller & Thaler Asset Management, Inc. 0.00% Add +131.0% 3,869 $1.3M
Snowden Capital Advisors LLC 0.04% Add +15.0% 3,847 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -9.2% 3,824 $1.2M
Handelsbanken Fonder AB 0.00% Reduce -32.0% 3,815 $1.2M
Morse Asset Management, Inc 0.27% Reduce -0.5% 3,801 $1.2M
JGP Wealth Management, LLC 0.16% Reduce -4.8% 3,773 $1.2M
Squarepoint Ops LLC 0.00% Reduce -84.5% 3,753 $1.2M
Pensionfund Sabic 0.37% Reduce -21.3% 3,700 $1.2M
KG Capital Management 0.39% Add +3.7% 3,721 $1.2M
Banco Santander, S.A. 0.01% Reduce -1.8% 3,688 $1.2M
MWA Asset Management 0.79% Add +2.0% 3,676 $1.2M
Qtron Investments LLC 0.16% Add +36.4% 3,665 $1.2M
Freedom Investment Management, Inc. 0.09% Add +405.2% 3,663 $1.2M
HighPoint Advisor Group LLC 0.07% Add +1.3% 3,597 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Add +2.3% 3,610 $1.2M
SRN Advisors, LLC 1.03% Reduce -4.0% 3,602 $1.2M
Wealthcare Advisory Partners LLC 0.03% Reduce -7.9% 3,567 $1.2M
Spirit of America Management Corp. 0.23% No change 3,550 $1.1M
Sandy Spring Bank 0.05% Reduce -9.1% 3,548 $1.1M
Goelzer Investment Management, Inc. 0.06% Reduce -2.1% 3,539 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +11.6% 3,539 $1.1M
Csenge Advisory Group 0.06% Reduce -0.2% 3,395 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +0.8% 3,494 $1.1M
Independent Advisor Alliance 0.04% Add +11.9% 3,460 $1.1M
Syon Capital LLC 0.10% Add +1.4% 3,404 $1.1M
Harbor Capital Advisors, Inc. 0.05% Add +0.7% 3,400 $1.1M
Ion Asset Management Ltd. 0.07% Add +106.2% 3,398 $1.1M
Cozad Asset Management Inc. 0.10% No change 3,393 $1.1M
Financial Counselors Inc. 0.02% Add +230.4% 3,393 $1.1M
Texas Yale Capital Corp. 0.05% Add +2.4% 3,390 $1.1M
EP Wealth Advisors, LLC 0.01% Add +80.7% 3,390 $1.1M
Wealth Group, Ltd. 0.74% Reduce -0.2% 3,386 $1.1M
Alyeska Investment Group, L.P. 0.01% New 3,373 $1.1M
Shell Asset Management Co. 0.05% — 3,361 $1.1M
Cornerstone Wealth Management, LLC 0.08% Reduce -0.5% 3,352 $1.1M
Simplicity Wealth,LLC 0.10% Reduce -70.7% 3,346 $1.1M
Wahed Invest LLC 0.19% Add +10.3% 3,318 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Reduce -1.1% 3,311 $1.1M
V-Square Quantitative Management LLC 0.16% Add +16.6% 3,300 $1.1M
J.W. Cole Advisors, Inc. 0.04% Add +28.3% 3,299 $1.1M
Independent Solutions Wealth Management, LLC 0.24% Reduce -7.9% 3,298 $1.1M
&partners 0.02% Add +118.0% 3,253 $1.1M
Mather Group, Llc. 0.01% Reduce -5.2% 3,291 $1.1M
Chicago Capital, LLC 0.03% Add +0.9% 3,288 $1.1M
Townsquare Capital LLC 0.01% Add +7.3% 3,287 $1.1M
Essex Bank 0.27% Add +32.2% 3,287 $1.1M
Leonteq Securities AG 0.13% Reduce -5.7% 3,286 $1.1M
Signaturefd, LLC 0.02% Add +1.7% 3,285 $1.1M
Glenview Trust Co 0.02% Add +0.6% 3,252 $1.1M
Cape Ann Savings Bank 0.61% Reduce -0.4% 3,240 $1.0M
Copperwynd Financial, LLC 0.31% Add +10.6% 3,213 $1.0M
Tectonic Advisors LLC 0.07% Reduce -1.8% 3,204 $1.0M
RFG Advisory, LLC 0.03% Reduce -4.1% 3,196 $1.0M
Fortem Financial Group, LLC 0.42% Add +249.3% 3,175 $1.0M
Twelve Points Wealth Management LLC 0.32% Add +6.4% 3,166 $1.0M
Garrison Point Advisors, LLC 0.63% Reduce -1.1% 3,155 $1.0M
Global Retirement Partners, LLC 0.03% Add +7.3% 3,093 $1.0M
Baader Bank Aktiengesellschaft 0.08% Reduce -0.1% 3,089 $1.0M
South Dakota Investment Council 0.02% No change 3,087 $1.0M
Crescent Sterling, Ltd. 0.95% Reduce -1.5% 3,084 $999K
BBR Partners, LLC 0.08% No change 3,082 $998K
HB Wealth Management, LLC 0.01% Add +8.4% 3,069 $994K
Resources Management Corp. /CT/ 0.13% Reduce -7.0% 3,057 $990K
Virtus Advisers, LLC 0.46% New 3,049 $987K
IFP Advisors, Inc 0.04% Add +27.4% 3,027 $980K
International Assets Investment Management, LLC 0.08% Add +3994.3% 102,686 $975K
Prospera Financial Services Inc 0.02% Reduce -0.5% 2,998 $973K
Sequoia Financial Advisors, LLC 0.01% Add +0.9% 2,996 $970K
Montecito Bank & Trust 0.17% Add +0.5% 2,995 $970K
Concurrent Investment Advisors, LLC 0.03% Add +0.4% 2,990 $968K
Nilsine Partners, LLC 0.13% Add +38.2% 2,983 $966K
Inlet Private Wealth, LLC 0.24% Reduce -1.0% 2,973 $963K
GeoWealth Management, LLC 0.03% Reduce -8.6% 2,960 $958K
HBK Sorce Advisory LLC 0.03% Add +0.7% 2,954 $956K
FLC Capital Advisors 0.22% No change 2,920 $945K
Independent Financial Group, LLC 0.03% Add +52.7% 2,910 $942K
Davidson Trust Co. 0.48% Add +24.5% 2,892 $936K
Oppenheimer Asset Management Inc. 0.01% Reduce -2.4% 2,886 $934K
Entropy Technologies, LP 0.10% Reduce -77.8% 2,876 $931K
Bradley Foster & Sargent Inc. 0.02% Add +1.3% 2,869 $929K
Wilson & Boucher Capital Management, LLC 0.64% Reduce -0.5% 2,868 $929K
United Capital Financial Advisors, LLC 0.01% Add +1.2% 2,864 $927K
Great Valley Advisor Group, Inc. 0.02% Add +3.2% 2,839 $920K
Tocqueville Asset Management L.P. 0.01% Add +16.4% 2,839 $919K
Columbus Macro, LLC 0.33% Reduce -1.2% 2,784 $913K
Legacy Capital Group California, Inc. 0.30% Reduce -5.8% 2,815 $911K
Fiduciary Family Office, LLC 0.30% Add +194.6% 2,810 $910K
Checchi Capital Advisers, LLC 0.07% Reduce -1.7% 2,802 $907K
Ameritas Advisory Services, LLC 0.04% Reduce -23.0% 2,774 $898K
Whittier Trust Co. 0.01% Add +0.1% 2,759 $893K
Allworth Financial LP 0.01% Add +11.4% 2,756 $892K
Farmers & Merchants Investments Inc. 0.03% No change 2,755 $892K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -63.5% 2,746 $889K
Van Hulzen Asset Management, LLC 0.06% Reduce -2.8% 2,747 $889K
Larson Financial Group LLC 0.05% Add +11.6% 2,723 $882K
Basepoint Wealth LLC 0.64% Reduce -10.7% 2,700 $874K
Acropolis Investment Management, LLC 0.05% Reduce -7.2% 2,675 $866K
Vestcor Inc 0.03% No change 2,652 $859K
Mutual Advisors, LLC 0.03% Add +6.1% 2,577 $857K
Quadrature Capital Ltd 0.02% Reduce -92.8% 2,637 $853K
Rehmann Capital Advisory Group 0.06% Reduce -2.1% 2,608 $846K
Cim Investment Management Inc. 0.25% Reduce -2.9% 2,611 $845K
Coldstream Capital Management Inc. 0.02% Add +18.1% 2,551 $843K
MADDEN SECURITIES Corp 0.36% No change 2,600 $842K
Ossiam 0.02% Add +6.1% 2,590 $839K
Beacon Financial Advisory LLC 0.28% Reduce -0.1% 2,581 $836K
Wynn Capital, LLC 0.55% Add +6.4% 2,571 $832K
MIdWestOne Financial Group, Inc. 0.11% No change 2,571 $832K
GoalVest Advisory LLC 0.24% Reduce -1.9% 2,570 $832K
Americana Partners, LLC 0.06% Add +158.9% 2,532 $820K
Affinity Investment Advisors, LLC 0.56% No change 2,500 $809K
Boyd Watterson Asset Management LLC 0.22% Reduce -0.8% 2,493 $807K
Independence Bank of Kentucky 0.17% Add +1617.2% 2,490 $806K
Segment Wealth Management, LLC 0.06% Reduce -0.1% 2,487 $805K
Axxcess Wealth Management, LLC 0.02% Add +152.2% 2,484 $804K
Farther Finance Advisors, LLC 0.03% Add +13.2% 2,467 $799K
Cornercap Investment Counsel Inc. 0.24% Reduce -58.5% 2,466 $798K
Field & Main Bank 0.28% Add +4.9% 2,460 $796K
Tiaa Trust, National Association 0.00% Add +2.9% 2,454 $795K
Lakewood Asset Management LLC 0.54% Reduce -0.2% 2,451 $794K
Fiduciary Trust Co 0.01% Add +26.3% 2,428 $786K
Prudential PLC 0.00% No change 2,420 $784K
Bowen Hanes & Co. Inc. 0.02% No change 2,400 $777K
Principal Securities, Inc. 0.02% Add +14.4% 2,396 $776K
Ballentine Partners, LLC 0.01% Add +19.6% 2,379 $770K
Zacks Investment Management 0.01% Add +61.6% 2,375 $769K
GAMMA Investing LLC 0.08% Add +37.3% 2,372 $768K
Balyasny Asset Management L.P. 0.00% Reduce -94.2% 2,371 $768K
Rwa Wealth Partners, LLC 0.01% Reduce -3.9% 2,343 $759K
Knollwood Investment Advisory, LLC 0.08% No change 2,317 $750K
Institute for Wealth Management, LLC. 0.09% Reduce -2.5% 2,311 $748K
Alpha DNA Investment Management LLC 0.41% New 2,310 $748K
Hilltop Holdings Inc. 0.05% Reduce -0.4% 2,308 $747K
Castleview Partners, LLC 0.43% Add +3.2% 2,305 $746K
Versor Investments LP 0.12% Reduce -71.3% 2,300 $745K
Canandaigua National Trust Co of Florida 0.64% — 2,283 $739K
Crumly & Associates Inc. 0.20% Reduce -1.0% 2,274 $736K
D.B. Root & Company, LLC 0.24% Reduce -26.0% 2,265 $733K
Investment Advisory Services Inc. /TX 0.26% Reduce -2.7% 2,261 $732K
PFG Investments, LLC 0.05% Add +27.7% 2,238 $725K
Mechanics Financial Corp 0.32% Add +2.5% 2,238 $725K
Empire Financial Management Company, LLC 0.22% Reduce -2.4% 2,234 $723K
Smith, Moore & Co. 0.07% Reduce -14.6% 2,231 $722K
Knuff & Co LLC 0.22% No change 2,213 $717K
Lindbrook Capital, LLC 0.06% Reduce -0.3% 2,209 $715K
Truvestments Capital LLC 0.19% Add +11.5% 2,207 $715K
Mgo One Seven LLC 0.03% Add +2.5% 2,197 $712K
Atlantic Union Bankshares Corp 0.04% No change 2,189 $709K
Confluence Wealth Services, Inc. 0.05% Reduce -35.8% 2,186 $708K
Cypress Capital Group 0.08% New 2,180 $706K
Rockland Trust Co. 0.03% Reduce -33.1% 2,167 $702K
BlackDiamond Wealth Management, LLC 0.42% Reduce -16.0% 1,973 $700K
Cypress Asset Management Inc. 0.17% Reduce -0.9% 2,160 $699K
Modera Wealth Management, LLC 0.01% Add +48.1% 2,154 $697K
Patron Partners, LLC 0.38% Reduce -3.0% 2,145 $695K
Silver Coast Investments LLC 0.25% Reduce -14.3% 2,137 $692K
KCM Investment Advisors LLC 0.02% No change 2,127 $689K
Nwam LLC 0.04% Add +0.2% 2,123 $687K
Heartland Bank & Trust Co 0.37% Reduce -2.2% 2,122 $687K
Joel Isaacson & Co., LLC 0.03% No change 2,111 $684K
Indie Asset Partners, LLC 0.51% Add +0.2% 2,107 $682K
Atlas Brown,Inc. 0.24% Add +0.1% 2,105 $682K
Hobbs Group Advisors, LLC 0.24% Add +3822.6% 2,079 $673K
Baldwin Investment Management, LLC 0.08% Reduce -1.7% 2,075 $672K
Oder Investment Management, LLC 0.58% No change 2,069 $670K
Uncommon Cents Investing LLC 0.19% No change 2,055 $665K
Mindset Wealth Management, LLC 0.27% — 2,041 $661K
Brighton Jones LLC 0.02% Reduce -2.6% 2,029 $657K
Joule Financial, LLC 0.24% Reduce -0.5% 2,028 $657K
Chapin Davis, Inc. 0.21% Reduce -0.7% 2,026 $656K
UMB Bank, n.a. 0.01% Reduce -21.7% 2,016 $653K
Citizens Business Bank 0.13% Reduce -0.1% 2,009 $650K
Greenline Partners, LLC 0.09% No change 2,000 $648K
Wesbanco Bank Inc. 0.02% Add +5.3% 1,998 $647K
Pflug Koory, LLC 0.04% — 1,995 $646K
EPG Wealth Management LLC 0.16% Add +0.0% 1,994 $646K
Nicholas Hoffman & Company, LLC. 0.03% No change 1,978 $641K
Triangle Securities Wealth Management 0.17% Reduce -2.0% 1,977 $640K
Patrick M Sweeney & Associates, Inc. 0.47% Add +0.7% 1,969 $638K
First Command Advisory Services, Inc. 0.01% No change 1,943 $629K
Kessler Investment Group, LLC 0.32% Add +2.6% 1,902 $616K
Belpointe Asset Management LLC 0.04% Add +39.4% 1,895 $614K
Gsa Capital Partners LLP 0.05% Reduce -59.2% 1,894 $613K
Eagle Bluffs Wealth Management LLC 0.33% Reduce -7.0% 1,885 $610K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +40.0% 1,882 $610K
Integrated Advisors Network LLC 0.03% Reduce -3.5% 1,884 $610K
Johnson Investment Counsel Inc. 0.01% Add +8.3% 1,882 $609K
Main Street Financial Solutions, LLC 0.06% Add +38.0% 1,879 $608K
Horizon Investments, LLC 0.02% Reduce -10.5% 1,859 $602K
Colonial River Investments, LLC 0.30% Add +87.5% 1,847 $598K
Longfellow Investment Management Co. LLC 0.15% Add +0.6% 1,844 $597K
1ST Source Bank 0.03% Add +5.3% 1,844 $597K
Graypoint LLC 0.04% Add +11.3% 1,838 $595K
Sigma Planning Corp 0.02% Add +1.2% 1,835 $594K
Shepherd Financial Partners LLC 0.07% Add +2.3% 1,819 $589K
Crestwood Advisors Group, LLC 0.01% Add +5.6% 1,805 $584K
SkyOak Wealth, LLC 0.13% No change 1,800 $583K
Beacon Financial Group 0.06% Reduce -3.1% 1,790 $580K
Monetary Management Group Inc. 0.15% No change 1,785 $578K
Wealthspire Advisors, LLC 0.01% Reduce -1.4% 1,779 $576K
Moneco Advisors, LLC 0.07% Reduce -14.5% 1,777 $575K
Profund Advisors LLC 0.02% Reduce -18.1% 1,758 $569K
Tiemann Investment Advisors, LLC 0.24% Reduce -5.7% 1,746 $565K
Everett Harris & Co. 0.01% Reduce -0.6% 1,745 $565K
Private Trust Co. NA 0.06% Add +2.7% 1,743 $564K
Haverford Trust Co 0.01% Add +6.2% 1,740 $563K
PEAK6 Investments LLC 0.03% New 1,739 $563K
Brookstone Capital Management 0.01% Reduce -9.6% 1,738 $563K
Concentric Wealth Management, LLC 0.14% No change 1,730 $560K
Pinnacle Bancorp, Inc. 0.15% Add +15.0% 1,729 $560K
Aviance Capital Partners, LLC 0.07% Add +0.9% 1,723 $558K
GTS Securities LLC 0.01% New 1,707 $553K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.6% 1,437 $552K
Sonora Investment Management Group, LLC 0.04% Add +0.2% 1,692 $548K
Smartleaf Asset Management LLC 0.07% Add +42.4% 1,676 $547K
WMS Partners, LLC 0.03% Add +50.1% 1,686 $546K
Harbour Investments, Inc. 0.02% Add +0.2% 1,684 $545K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.4% 1,683 $545K
Parkside Financial Bank & Trust 0.08% Add +2.5% 1,673 $542K
Chilton Capital Management LLC 0.02% No change 1,673 $542K
Mill Capital Management, LLC 0.04% No change 1,666 $539K
Venture Visionary Partners LLC 0.02% Reduce -3.7% 1,655 $536K
Northwest Quadrant Wealth Management, LLC 0.12% Reduce -8.5% 1,655 $536K
Thrive Wealth Management, LLC 0.10% Reduce -1.9% 1,645 $533K
Focus Partners Advisor Solutions, LLC 0.01% Add +39.3% 1,637 $530K
Moloney Securities Asset Management, LLC 0.07% Add +5.0% 1,638 $530K
Asset Dedication, LLC 0.04% No change 1,635 $529K
Northern Financial Advisors Inc 0.40% No change 1,632 $528K
Financial Management Professionals, Inc. 0.07% Add +0.2% 1,620 $525K
Smith Salley Wealth Management 0.03% Add +5.4% 1,618 $524K
Hazlett, Burt & Watson, Inc. 0.24% Add +5.1% 1,619 $521K
CX Institutional 0.02% Reduce -86.2% 1,604 $519K
First National Bank Sioux Falls 0.24% No change 1,600 $518K
Horst & Graben Wealth Management LLC 0.09% No change 1,600 $518K
X-Square Capital, LLC 0.18% New 1,600 $518K
Mayflower Financial Advisors, LLC 0.08% Add +0.9% 1,599 $518K
HUB Investment Partners, LLC 0.02% Add +69.8% 1,596 $517K
Ascentis Independent Advisors 0.08% Add +97.0% 1,584 $513K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 1,573 $509K
ELCO Management Co., LLC 0.27% No change 1,570 $508K
First Financial Bank - Trust Division 0.05% Reduce -4.4% 1,568 $508K
Dark Forest Capital Management LP 0.06% Reduce -57.9% 1,566 $507K
Wealth Alliance, LLC 0.06% Add +0.5% 1,562 $506K
First City Capital Management, Inc. 0.26% Reduce -18.6% 1,560 $505K
Equitable Holdings, Inc. 0.00% Add +10.1% 1,558 $504K
Coastline Trust Co 0.06% Reduce -26.4% 1,558 $504K
True Link Financial Advisors, LLC 0.04% No change 1,539 $498K
Dynamic Advisor Solutions LLC 0.01% Reduce -5.6% 1,524 $493K
Silver Lake Advisory, LLC 0.11% Reduce -7.1% 1,513 $490K
Quadrant Capital Group LLC 0.03% Reduce -0.2% 1,506 $488K
Blue Chip Partners, LLC 0.04% Add +0.5% 1,502 $486K
L2 Asset Management, LLC 0.13% New 1,501 $486K
AdvisorShares Investments LLC 0.09% New 1,500 $486K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.2% 1,498 $485K
First Commonwealth Financial Corp 0.12% Add +13.2% 1,494 $484K
WASHINGTON TRUST Co 0.02% No change 1,490 $482K
Rogco, LP 0.19% Reduce -0.3% 1,482 $480K
NBT Bank, N.A. 0.03% Add +1.6% 1,471 $476K
Excalibur Management Corp. 0.18% Reduce -0.8% 1,470 $476K
Calton & Associates, Inc. 0.18% Reduce -8.5% 1,462 $473K
Advisor OS, LLC 0.05% Add +6.6% 1,462 $473K
Globeflex Capital L P 0.04% New 1,448 $469K
Wela Strategies, Inc. 0.20% Reduce -1.1% 1,436 $465K
Arbor Trust Wealth Advisors, LLC 0.24% No change 1,670 $462K
Icon Wealth Advisors, LLC 0.04% Add +7.2% 1,424 $461K
Summit Trail Advisors, LLC 0.01% Reduce -9.3% 1,420 $460K
Sageworth Trust Co 0.03% No change 1,410 $457K
Cigna Investments Inc. 0.08% Reduce -2.4% 1,408 $456K
Florida Financial Advisors, LLC 0.23% Add +11.9% 1,404 $454K
Asahi Life Asset Management Co., LTD. 0.27% New 1,400 $453K
Empower Advisory Group, LLC 0.00% Reduce -5.3% 1,398 $453K
Dumont & Blake Investment Advisors LLC 0.12% Reduce -50.0% 1,394 $451K
Plimoth Trust Co. LLC 0.11% Reduce -2.3% 1,393 $451K
Stevens Capital Management LP 0.06% Reduce -80.8% 1,394 $451K
Gladstone Institutional Advisory LLC 0.02% Add +8.0% 1,392 $451K
HHM Wealth Advisors, LLC 0.06% Add +1.5% 1,391 $450K
Dearborn Partners LLC 0.02% Reduce -9.8% 1,387 $449K
Procyon Advisors, LLC 0.03% Add +0.3% 1,386 $449K
West Paces Advisors Inc. 0.11% Add +2670.0% 1,385 $448K
KPP Advisory Services LLC 0.11% Reduce -8.9% 1,384 $448K
Ascent Group, LLC 0.03% Add +7.8% 1,380 $447K
Donoghue Forlines LLC 0.13% Reduce -47.3% 1,376 $446K
Wedmont Private Capital 0.03% Add +8.3% 1,330 $441K
Realta Investment Advisors 0.20% Reduce -71.2% 1,303 $441K
KilterHowling LLC 0.28% No change 1,354 $438K
Seven Springs Wealth Group, LLC 0.16% No change 1,351 $437K
Focus Financial Network, Inc. 0.02% Reduce -11.1% 1,349 $437K
Burke & Herbert Bank & Trust Co. 0.10% Reduce -1.3% 1,346 $436K
Dorsey & Whitney Trust CO LLC 0.02% Add +4.6% 1,346 $436K
Dean Investment Associates, LLC 0.06% Reduce -19.8% 1,342 $435K
Compound Planning, Inc. 0.03% Add +9.1% 1,338 $433K
Founders Financial Alliance, LLC 0.12% Reduce -2.9% 1,337 $433K
Chesley Taft & Associates LLC 0.02% No change 1,320 $427K
Ballast Advisors LLC 0.13% Reduce -15.3% 1,319 $427K
Whalerock Point Partners, LLC 0.10% No change 1,316 $426K
Silvercrest Asset Management Group LLC 0.00% Add +8.0% 1,316 $426K
Blue Trust, Inc. 0.01% Add +22.1% 1,530 $424K
First Nebraska Trust Co 0.04% No change 1,308 $424K
Marble Harbor Investment Counsel, LLC 0.05% No change 1,300 $421K
Premier Path Wealth Partners, LLC 0.07% Add +5.5% 1,293 $419K
Lake Street Private Wealth, LLC 0.07% Reduce -0.3% 1,285 $416K
Vise Technologies, Inc. 0.05% Add +67.5% 1,276 $413K
Beverly Hills Private Wealth, LLC 0.08% Reduce -14.2% 1,270 $411K
Ransom Advisory, Ltd 0.19% Reduce -19.1% 1,269 $411K
Gabelli Funds LLC 0.00% No change 1,265 $410K
Wedbush Securities Inc. 0.02% Reduce -45.8% 1,264 $409K
Atticus Wealth Management, LLC 0.13% No change 1,263 $409K
Lake Street Advisors Group, LLC 0.02% Reduce -1.3% 1,260 $408K
Burns Matteson Capital Management, LLC 0.23% Add +2.4% 1,254 $406K
Court Place Advisors, LLC 0.12% No change 1,253 $406K
Stephens Inc. 0.01% Add +12.9% 1,250 $405K
Mirador Capital Partners LP 0.07% Reduce -3.2% 1,243 $403K
Castleark Management LLC 0.02% No change 1,240 $402K
Evercore Wealth Management, LLC 0.01% Reduce -10.8% 1,234 $400K
Kapstone Financial Advisors LLC 0.24% No change 1,222 $399K
Cidel Asset Management Inc. 0.03% Reduce -6.4% 1,222 $396K
Koshinski Asset Management, Inc. 0.03% Add +2.5% 1,210 $392K
Bruce G. Allen Investments, LLC 0.30% Add +0.9% 1,203 $390K
Sterling Wealth Management, Inc. 0.15% Add +1.5% 1,202 $389K
E&G Advisors, LLC 0.11% Reduce -1.3% 1,200 $389K
First Interstate Bank 0.02% New 1,200 $389K
Carr Financial Group Corp 0.12% Add +0.6% 1,192 $386K
Princeton Global Asset Management LLC 0.07% Add +1.4% 1,188 $385K
Alera Investment Advisors, LLC 0.05% Reduce -0.1% 1,186 $384K
Financial Partners Group, LLC 0.14% Add +0.2% 1,177 $381K
Fidelis Capital Partners, LLC 0.05% Reduce -1.5% 1,149 $379K
Beacon Capital Management, LLC 0.05% Reduce -6.3% 1,166 $377K
Covenant Partners, LLC 0.11% Add +18.6% 1,162 $376K
Forum Financial Management, LP 0.01% Reduce -3.0% 1,161 $376K
Lion Street Advisors, LLC 0.13% Reduce -1.4% 1,161 $376K
Debussy Capital Management LP 0.11% Reduce -0.1% 1,159 $375K
Thoroughbred Financial Services, LLC 0.02% No change 1,160 $375K
Leo Wealth, LLC 0.03% Add +0.3% 1,157 $375K
Allen Capital Group, LLC 0.05% Add +5.2% 1,157 $375K
Tradition Wealth Management, LLC 0.03% Add +0.3% 1,156 $374K
Lanark Financial, Inc. 0.03% Reduce -1.4% 1,152 $373K
Douglass Winthrop Advisors, LLC 0.01% No change 1,150 $372K
Aptus Capital Advisors, LLC 0.01% Reduce -29.8% 1,149 $372K
Creative Financial Designs Inc. 0.03% No change 1,148 $372K
Clarius Group, LLC 0.03% Reduce -3.0% 1,147 $371K
Wendell David Associates Inc. 0.04% No change 1,142 $370K
Cutler Investment Counsel LLC 0.05% Reduce -17.7% 1,142 $370K
Good Life Advisors, LLC 0.02% Reduce -15.4% 1,137 $368K
Philadelphia Trust Co. 0.03% No change 1,130 $366K
Waldron Private Wealth LLC 0.02% Reduce -0.3% 1,130 $366K
Perpetual Ltd 0.00% No change 1,130 $366K
Eastern Bank 0.01% New 1,128 $365K
City State Bank 0.13% No change 1,127 $365K
Catalina Capital Group, LLC 0.12% Add +4.6% 1,119 $362K
STAR Financial Bank 0.24% Reduce -33.1% 1,115 $361K
Oak Thistle LLC 0.12% New 1,115 $361K
Sky Investment Group LLC 0.07% Reduce -5.1% 1,113 $360K
Cardiff Park Advisors, LLC 0.03% No change 1,112 $360K
Verus Capital Partners, LLC 0.04% Reduce -4.3% 1,112 $360K
BLB&B Advisors, LLC 0.02% Add +0.3% 1,111 $360K
Farmers Trust Co. 0.07% No change 1,109 $359K
First PREMIER Bank 0.09% Reduce -1.8% 1,098 $356K
Chicago Partners Investment Group LLC 0.01% Add +17.3% 1,078 $356K
Astoria Portfolio Advisors LLC. 0.12% Add +20.6% 1,052 $353K
Dover Advisors, LLC 0.20% No change 1,085 $351K
SpiderRock Advisors, LLC 0.01% Add +2.0% 1,082 $350K
MBB Public Markets I LLC 0.03% Reduce -89.3% 1,080 $350K
Keystone Wealth Services, LLC 0.10% Add +0.5% 1,075 $348K
Halter Ferguson Financial Inc. 0.20% No change 1,074 $348K
DORCHESTER WEALTH MANAGEMENT Co 0.06% Add +2.1% 1,072 $347K
Waterfront Wealth Inc. 0.09% No change 1,044 $347K
Kirr Marbach & Co. LLC 0.08% Add +1.4% 1,069 $346K
Legacy Advisors, LLC 0.04% Add +11.0% 1,068 $346K
LCNB Corp. 0.12% No change 1,067 $345K
Sweeney & Michel, LLC 0.14% Add +0.1% 1,030 $345K
Wellington Shields & Co., LLC 0.10% Reduce -27.3% 1,066 $345K
Trust Co. of Toledo NA 0.05% No change 1,066 $345K
Arkos Global Advisors 0.05% No change 1,066 $345K
Cohen & Steers, Inc. 0.00% Add +2.0% 1,061 $344K
Performance Wealth Partners, LLC 0.01% Add +0.6% 1,056 $342K
Marco Investment Management LLC 0.03% No change 1,055 $342K
First Financial Bankshares Inc 0.01% Reduce -5.7% 1,055 $342K
LexAurum Advisors, LLC 0.08% No change 1,055 $342K
Aaron Wealth Advisors LLC 0.04% Add +27.9% 1,054 $341K
S.A. Mason LLC 0.18% No change 1,050 $340K
Missouri Trust & Investment Co 0.12% Reduce -0.9% 1,050 $340K
Neumann Capital Management, LLC 0.11% Add +5.0% 1,050 $340K
Cutter & CO Brokerage, Inc. 0.08% No change 1,050 $340K
EagleClaw Capital Managment, LLC 0.06% No change 1,050 $340K
Bison Wealth, LLC 0.05% Reduce -10.4% 1,040 $337K
Balboa Wealth Partners 0.08% New 1,040 $337K
Cyndeo Wealth Partners, LLC 0.02% Add +0.2% 1,039 $336K
Angeles Wealth Management, LLC 0.03% Add +0.3% 1,037 $336K
Twin Capital Management Inc. 0.04% Reduce -2.2% 1,034 $335K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 1,033 $335K
LMR Partners LLP 0.01% Reduce -71.7% 1,027 $333K
Live Oak Private Wealth LLC 0.05% Add +1.4% 1,026 $332K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.6% 1,023 $331K
Cary Street Partners Investment Advisory LLC 0.01% Add +0.3% 1,020 $330K
Baker Boyer National Bank 0.11% No change 1,015 $329K
Wealth Effects LLC 0.11% No change 1,011 $327K
Chris Bulman Inc 0.22% Add +1.1% 1,009 $327K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -5.2% 1,006 $326K
Heartwood Wealth Advisors LLC 0.04% Add +0.3% 1,004 $325K
Fulcrum Capital LLC 0.07% No change 1,002 $324K
Cladis Investment Advisory, LLC 0.22% No change 1,000 $324K
GS Investments, Inc. 0.14% No change 1,000 $324K
Cantor Fitzgerald Investment Advisors L.P. 0.02% New 1,000 $324K
Northeast Financial Consultants Inc 0.01% No change 1,000 $324K
Manchester Capital Management LLC 0.04% Add +5.1% 988 $320K
Quad-Cities Investment Group, LLC 0.16% Add +0.2% 988 $320K
Jamison Private Wealth Management, Inc. 0.05% Add +152.0% 988 $320K
Comprehensive Financial Consultants Institutional, Inc. 0.12% No change 985 $319K
Perigon Wealth Management, LLC 0.01% Add +1.3% 982 $318K
BNP Paribas 0.01% Add +5.4% 982 $318K
Advanced Portfolio Management, LLC 0.32% Reduce -46.4% 968 $313K
Zhang Financial LLC 0.02% No change 967 $313K
Keebeck Wealth Management 0.04% No change 960 $311K
Sage Mountain Advisors LLC 0.03% Add +14.3% 958 $310K
Avestar Capital, LLC 0.03% Add +5.9% 956 $310K
Archford Capital Strategies, LLC 0.05% Reduce -4.2% 911 $308K
Claro Advisors Inc. 0.04% New 952 $308K
Colonial Trust Advisors 0.03% Add +11.8% 950 $308K
Freestone Capital Holdings, LLC 0.01% Add +15.8% 946 $306K
Kohmann Bosshard Financial Services, LLC 0.04% Add +0.1% 942 $305K
Diversify Advisory Services, LLC 0.02% Reduce -44.3% 922 $305K
First Affirmative Financial Network 0.17% Reduce -20.4% 936 $303K
DRW Securities, LLC 0.02% New 935 $303K
Central Pacific Bank - Trust Division 0.04% Add +5.3% 934 $302K
Childress Capital Advisors, LLC 0.08% Reduce -3.1% 933 $302K
Regal Investment Advisors LLC 0.02% Reduce -24.0% 932 $302K
Prio Wealth Limited Partnership 0.01% No change 932 $302K
Whittier Trust Co. of Nevada Inc. 0.01% Add +4.8% 932 $302K
Legacy Private Trust Co. 0.02% Reduce -0.5% 930 $301K
Avantax Planning Partners, Inc. 0.01% Reduce -52.6% 922 $299K
Cortland Associates Inc. 0.04% Add +0.6% 919 $298K
Equitable Trust Co. 0.02% Add +3.6% 920 $298K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.7% 918 $297K
Sovereign Financial Group, Inc. 0.07% No change 915 $296K
CreativeOne Wealth, LLC 0.01% New 912 $295K
Howland Capital Management LLC 0.01% Reduce -4.7% 910 $295K
Morris Financial Concepts, Inc. 0.13% New 907 $294K
First Business Financial Services, Inc. 0.03% No change 904 $293K
Provident Investment Management, Inc. 0.03% No change 903 $292K
Pallas Capital Advisors LLC 0.01% New 878 $292K
Oak Asset Management, LLC 0.10% No change 901 $292K
Optimum Investment Advisors 0.13% No change 900 $291K
Tritonpoint Wealth, LLC 0.03% Add +4.2% 890 $290K
Fortune Financial Advisors, LLC 0.26% No change 897 $290K
Summit Financial, LLC 0.01% Reduce -5.3% 895 $290K
Penserra Capital Management LLC 0.01% Reduce -0.4% 897 $288K
Pinebridge Investments, L.P. 0.00% Reduce -61.4% 886 $287K
JB Capital LLC 0.02% Add +8.6% 885 $287K
Krane Funds Advisors LLC 0.01% Add +2.0% 884 $286K
Morningstar Investment Management LLC 0.03% Add +2.5% 837 $283K
L.M. Kohn & Company 0.07% Add +0.3% 873 $283K
Greenfield Savings Bank 0.13% No change 869 $281K
Peoples Bank 0.14% Reduce -28.9% 862 $279K
Wilkinson Global Asset Management LLC 0.02% No change 860 $278K
Atlanta Consulting Group Advisors, LLC 0.07% Add +0.7% 856 $277K
Simon Quick Advisors, LLC 0.02% Add +8.5% 852 $276K
Clearbridge Investments, LLC 0.00% Add +6.5% 852 $276K
Nicolet Advisory Services, LLC 0.03% Reduce -5.7% 834 $273K
Waddell & Associates, LLC 0.03% No change 842 $273K
Howard Capital Management, LLC 0.00% New 840 $272K
Angeles Investment Advisors, LLC 0.01% No change 834 $270K
Kanawha Capital Management LLC 0.02% Reduce -2.7% 830 $269K
Centaurus Financial, Inc. 0.02% Reduce -1.2% 827 $268K
Inscription Capital, LLC 0.04% New 827 $268K
Platform Technology Partners 0.08% Add +0.2% 821 $266K
Madison Wealth Partners, Inc 0.08% No change 818 $265K
Harbor Investment Advisory, LLC 0.03% Reduce -0.1% 817 $265K
Wintrust Investments LLC 0.20% Reduce -90.1% 815 $264K
CW Advisors, LLC 0.00% New 815 $264K
Wescott Financial Advisory Group, LLC 0.03% Reduce -3.0% 815 $264K
Mma Asset Management LLC 0.07% New 1,145 $262K
Tennessee Valley Asset Management Partners 0.04% Add +0.1% 807 $261K
Capital Investment Advisory Services, LLC 0.02% No change 803 $260K
Anchor Investment Management, LLC 0.02% No change 799 $259K
Red Door Wealth Management, LLC 0.04% No change 794 $257K
9258 Wealth Management, LLC 0.04% Reduce -7.9% 791 $256K
Zullo Investment Group, Inc. 0.11% Add +0.1% 788 $255K
Shelton Capital Management 0.01% Reduce -6.0% 788 $255K
Swisher Financial Concepts, Inc. 0.16% Add +0.1% 783 $255K
Fort Washington Investment Advisors Inc. 0.00% No change 787 $255K
Kintra Wealth, LLC 0.17% Reduce -38.9% 784 $254K
American Trust Investment Advisors, LLC 0.10% No change 772 $250K
River Wealth Advisors LLC 0.03% Add +1.1% 769 $249K
PDS Planning, Inc 0.02% Add +0.8% 769 $249K
Asset Allocation & Management Company, LLC 0.16% No change 763 $247K
Curi Capital, LLC 0.01% New 751 $243K
Boothbay Fund Management, LLC 0.01% New 745 $241K
Midland Wealth Advisors, LLC 0.01% New 741 $240K
Ramirez Asset Management, Inc. 0.05% No change 740 $240K
Kathmere Capital Management, LLC 0.02% New 739 $239K
Evermay Wealth Management LLC 0.04% No change 737 $239K
Valley National Advisers Inc. 0.04% Reduce -44.5% 736 $238K
Edgestream Partners, L.P. 0.01% Reduce -66.1% 732 $237K
MCF Advisors LLC 0.02% Add +4.3% 731 $237K
Advisory Alpha, LLC 0.01% Reduce -1.2% 729 $236K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% Reduce -7.7% 730 $236K
Pettyjohn, Wood & White, Inc. 0.04% No change 730 $236K
NorthRock Partners, LLC 0.01% New 729 $236K
Geller Advisors LLC 0.02% Reduce -53.5% 726 $235K
Park National Corp. 0.01% Reduce -0.6% 726 $235K
Columbia Asset Management 0.04% No change 725 $235K
Moneta Group Investment Advisors LLC 0.00% Reduce -19.7% 720 $233K
AlphaStar Capital Management, LLC 0.02% New 719 $233K
Fairscale Capital, LLC 0.20% No change 717 $232K
Old North State Trust, LLC 0.19% New 718 $232K
Keel Point, LLC 0.02% Reduce -3.6% 713 $231K
Mandatum Life Insurance Co Ltd 0.07% New 710 $230K
Avidian Wealth Enterprises, LLC 0.01% New 709 $230K
Valmark Advisers, Inc. 0.00% Reduce -4.3% 706 $229K
AdvisorNet Financial, Inc 0.02% Add +33.3% 704 $228K
Bristlecone Advisors, LLC 0.02% New 703 $228K
Destination Wealth Management 0.01% New 701 $227K
Uhlmann Price Securities, LLC 0.18% — 700 $227K
Kelleher Financial Advisors 0.09% New 700 $227K
CIC Wealth, LLC 0.06% New 690 $224K
SIMA Wealth Partners, LLC 0.19% No change 690 $223K
Sentry Investment Management LLC 0.09% No change 686 $222K
Leavell Investment Management, Inc. 0.01% New 685 $222K
CRA Financial Services, LLC 0.04% New 685 $222K
Hudock, Inc. 0.04% New 683 $221K
Wellspring Financial Advisors, LLC 0.03% New 683 $221K
One Capital Management, LLC 0.01% New 682 $221K
Choate Investment Advisors 0.01% Reduce -23.6% 680 $220K
AMG National Trust Bank 0.01% New 677 $219K
Cohen Capital Management, Inc. 0.04% New 675 $219K
Capital City Trust Co. 0.05% New 674 $218K
Capital Analysts, LLC 0.01% Add +0.1% 673 $218K
Catalyst Financial Partners LLC 0.04% New 669 $217K
Spire Wealth Management 0.01% Add +8.1% 668 $216K
IMPACTfolio, LLC 0.11% New 666 $216K
Optas, LLC 0.05% New 666 $216K
Alpha Family Trust 0.12% New 661 $214K
Graves Light Lenhart Wealth, Inc. 0.03% New 660 $214K
Adirondack Trust Co. 0.08% Reduce -14.6% 658 $213K
Ssi Investment Management LLC 0.08% New 657 $213K
Taylor Financial Group, Inc. 0.15% New 655 $212K
FRG Family Wealth Advisors LLC 0.04% New 655 $212K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 654 $212K
RB Capital Management, LLC 0.05% New 654 $212K
Cape Investment Advisory, Inc. 0.09% No change 650 $210K
Ingalls & Snyder LLC 0.01% New 648 $210K
Capital Asset Advisory Services LLC 0.01% New 637 $210K
Union Savings Bank 0.10% No change 646 $209K
Betterment LLC 0.00% New 645 $209K
Pine Valley Investments Ltd Liability Co 0.01% New 644 $209K
Crescent Grove Advisors, LLC 0.02% New 644 $209K
Beach Investment Counsel Inc. 0.03% Reduce -37.3% 643 $208K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.0% 642 $208K
Summit Global Investments 0.01% New 636 $206K
Ground Swell Capital, LLC 0.29% New 635 $206K
Centiva Capital, LP 0.01% New 634 $205K
Certuity, LLC 0.02% New 634 $205K
Bush Investment Group, LLC 0.16% New 630 $204K
FSM Wealth Advisors, LLC 0.05% New 629 $204K
LMG Wealth Partners, LLC 0.05% New 628 $203K
Wimmer Associates 1, LLC 0.10% New 626 $203K
Berry Wealth Group, LP 0.14% New 625 $202K
SignalPoint Asset Management, LLC 0.05% New 617 $201K
Bremer Bank National Association 0.04% New 621 $201K
Palisades Hudson Asset Management, L.P. 0.08% New 620 $201K
Soltis Investment Advisors LLC 0.02% New 620 $201K
Douglas Lane & Associates, LLC 0.00% New 620 $201K
MJP Associates Inc. 0.04% New 620 $201K
Traphagen Investment Advisors LLC 0.02% New 619 $200K
Chiron Investment Management, LLC 0.07% New 601 $195K
Brooklyn Investment Group 0.06% New 597 $193K
Quent Capital, LLC 0.02% Reduce -3.1% 587 $190K
CI Investments Inc. 0.00% Reduce -3.8% 580 $188K
Crewe Advisors LLC 0.02% Add +0.3% 572 $185K
Washington Trust Advisors, Inc. 0.02% New 570 $185K
Jaffetilchin Investment Partners, LLC 0.01% New 569 $184K
Bartlett & Co. Wealth Management LLC 0.00% No change 560 $181K
Deseret Mutual Benefit Administrators 0.09% Reduce -37.6% 542 $175K
Foster Dykema Cabot & Partners, LLC 0.01% Add +0.6% 501 $162K
Bray Capital Advisors 0.04% No change 500 $162K
Alpine Bank Wealth Management 0.03% — 500 $162K
Aquatic Capital Management LLC 0.00% New 480 $155K
Compass Wealth Management LLC 0.04% No change 469 $152K
Caldwell Sutter Capital, Inc. 0.07% Reduce -2.9% 464 $150K
Colonial Trust Co / SC 0.02% Add +0.2% 449 $145K
Baldwin Wealth Partners LLC 0.01% Reduce -0.7% 445 $144K
Cromwell Holdings LLC 0.09% No change 441 $143K
Motco 0.01% No change 435 $141K
Covestor Ltd 0.09% Add +112.6% 423 $137K
CoreFirst Bank & Trust 0.08% New 411 $133K
Toth Financial Advisory Corp. 0.02% No change 409 $132K
United Community Bank 0.05% Reduce -11.3% 409 $132K
Exchange Traded Concepts, LLC 0.00% Add +125.4% 408 $132K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 400 $130K
Smithfield Trust Co 0.01% Add +18.8% 404 $130K
Virtus Investment Advisers, LLC 0.10% No change 400 $130K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 400 $130K
Alta Advisers Ltd 0.06% No change 400 $130K
Avalon Trust Co 0.01% No change 400 $130K
Pinnacle Financial Partners Inc 0.00% No change 400 $130K
Oliver Lagore Vanvalin Investment Group 0.03% No change 397 $129K
Zions Bancorporation, N.A. 0.01% Reduce -4.6% 392 $127K
Garde Capital, Inc. 0.01% No change 377 $122K
Nkcfo LLC 0.06% New 375 $121K
First Financial Corp. 0.06% No change 373 $121K
Webster Bank, N. A. 0.01% No change 371 $120K
Armstrong Advisory Group, Inc. 0.01% Reduce -3.2% 366 $119K
Western Pacific Wealth Management, LP 0.08% No change 357 $116K
Silvant Capital Management LLC 0.01% No change 354 $115K
Avior Wealth Management, LLC 0.00% Add +44.9% 342 $111K
Gen-Wealth Partners Inc 0.05% No change 332 $110K
Versant Capital Management, Inc 0.02% Reduce -16.8% 311 $101K
Hilltop National Bank 0.03% No change 305 $99K
Kimelman & Baird, LLC 0.01% No change 300 $97K
Ancora Advisors LLC 0.00% No change 300 $97K
Glen Eagle Advisors, LLC 0.02% No change 295 $96K
Paladin Advisory Group, LLC 0.07% No change 288 $93K
Continuum Advisory, LLC 0.01% Add +2.4% 256 $93K
Earned Wealth Advisors, LLC 0.03% New 281 $91K
Hollencrest Capital Management 0.00% New 281 $91K
Piscataqua Savings Bank 0.08% No change 279 $90K
Mendota Financial Group, LLC 0.04% Reduce -10.0% 270 $87K
Riverview Trust Co 0.08% Add +1.1% 269 $87K
Bell Investment Advisors, Inc 0.02% Add +0.4% 266 $86K
FinTrust Capital Advisors, LLC 0.01% No change 263 $85K
SouthState Bank Corp 0.01% No change 260 $84K
Atlas Capital Advisors Inc. 0.01% No change 260 $84K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -69.4% 259 $84K
Delta Asset Management LLC 0.01% No change 255 $83K
Itau Unibanco Holding S.A. 0.00% No change 243 $79K
Rosenberg Matthew Hamilton 0.02% No change 242 $78K
WR Wealth Planners, LLC 0.02% Add +19.1% 225 $73K
Arax Advisory Partners 0.01% Add +11.1% 210 $68K
Hemington Wealth Management 0.02% New 205 $67K
Kozak & Associates, Inc. 0.02% Add +0.5% 199 $67K
Investors Research Corp 0.01% No change 200 $65K
GPS Wealth Strategies Group, LLC 0.01% Add +100.0% 200 $65K
Group One Trading LLC 0.00% Add +80.2% 200 $65K
Northwest Bank & Trust Co 0.05% Reduce -50.0% 200 $65K
Salem Investment Counselors Inc. 0.00% Add +1.0% 197 $64K
Intelligent Financial Strategies 0.03% No change 195 $63K
Planned Solutions, Inc. 0.03% New 195 $63K
Peoples Bank 0.04% No change 190 $62K
Capstone Investment Advisors, LLC 0.00% Reduce -93.7% 184 $60K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -61.8% 181 $59K
New Millennium Group LLC 0.04% No change 175 $57K
Provenance Wealth Advisors, LLC 0.01% New 173 $56K
State of Wyoming 0.01% Reduce -70.0% 172 $56K
Ashton Thomas Securities, LLC 0.01% New 170 $55K
DHJJ Financial Advisors, Ltd. 0.02% No change 161 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +77.8% 160 $52K
Thompson Investment Management, Inc. 0.01% No change 158 $51K
Plante Moran Financial Advisors, LLC 0.00% No change 158 $51K
Aster Capital Management (DIFC) Ltd 0.01% — 153 $50K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 152 $49K
Flaharty Asset Management, LLC 0.01% New 150 $49K
Pittenger & Anderson Inc. 0.00% No change 150 $49K
Horizon Bancorp Inc. 0.02% Reduce -46.8% 149 $48K
Capital Advisors, Ltd. LLC 0.01% Add +7.3% 147 $48K
MV Capital Management, Inc. 0.00% Add +2.1% 143 $46K
Bangor Savings Bank 0.00% No change 142 $46K
Hall Laurie J Trustee 0.01% No change 140 $45K
LRI Investments, LLC 0.00% No change 120 $44K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.8% 131 $42K
Westside Investment Management, Inc. 0.01% No change 130 $42K
Aspire Private Capital, LLC 0.01% No change 129 $42K
Global Wealth Strategies & Associates 0.01% No change 128 $41K
Nemes Rush Group LLC 0.01% No change 140 $41K
West Financial Advisors, LLC 0.01% No change 126 $41K
Quarry LP 0.01% Reduce -60.7% 125 $40K
Private Wealth Management Group, LLC 0.02% Add +0.8% 118 $38K
Hexagon Capital Partners LLC 0.01% Add +3.7% 113 $37K
JNBA Financial Advisors 0.00% No change 109 $35K
Hoey Investments, Inc. 0.01% No change 126 $35K
Fortitude Family Office, LLC 0.01% Add +10.4% 106 $34K
Kathleen S. Wright Associates Inc. 0.01% New 105 $34K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 101 $33K
Atlantic Private Wealth, LLC 0.02% New 100 $32K
Fourpath Capital Management, LLC 0.01% New 100 $32K
Kepos Capital LP 0.01% Reduce -21.3% 100 $32K
SOA Wealth Advisors, LLC. 0.01% No change 97 $32K
True Wealth Design, LLC 0.01% Reduce -97.0% 95 $31K
Standard Family Office LLC 0.04% No change 94 $30K
Silver Oak Securities, Incorporated 0.00% Add +78.0% 89 $29K
Sound Income Strategies, LLC 0.00% No change 87 $28K
Sachetta, LLC 0.01% Add +3.6% 87 $28K
JFS Wealth Advisors, LLC 0.00% Add +2.4% 84 $27K
Winch Advisory Services, LLC 0.01% No change 81 $26K
Gould Capital, LLC 0.02% No change 81 $26K
Laurel Wealth Advisors LLC 0.00% Reduce -75.8% 80 $26K
Integrated Investment Consultants, LLC 0.01% New 20,506 $25K
Park Place Capital Corp 0.01% No change 76 $25K
Raelipskie Partnership 0.01% New 75 $24K
Rise Advisors, LLC 0.01% No change 75 $24K
Olistico Wealth, LLC 0.01% No change 74 $24K
First United Bank & Trust 0.01% No change 73 $24K
Steph & Co. 0.01% New 73 $24K
Annapolis Financial Services, LLC 0.01% No change 72 $23K
Tidemark, LLC 0.01% No change 68 $22K
Abound Wealth Management 0.01% Add +172.0% 68 $22K
OAKMONT Corp 0.00% No change 65 $21K
Addison Advisors LLC 0.01% Add +28.0% 64 $21K
Bull Oak Capital, LLC 0.01% New 63 $20K
McIlrath & Eck, LLC 0.00% No change 63 $20K
Wolff Wiese Magana LLC 0.01% Reduce -39.2% 62 $20K
GW&K Investment Management, LLC 0.00% Reduce -3.1% 63 $20K
Centennial Bank 0.01% No change 60 $19K
Sittner & Nelson, LLC 0.01% No change 56 $18K
Grove Bank & Trust 0.00% Add +115.4% 56 $18K
USA Financial Formulas 0.00% Reduce -93.0% 51 $17K
Game Plan Financial Advisors, LLC 0.01% No change 50 $16K
Darwin Wealth Management, LLC 0.00% New 50 $16K
Duncker Streett & Co. Inc. 0.00% No change 50 $16K
Bank of New Hampshire 0.00% No change 48 $16K
Global Trust Asset Management, LLC 0.01% No change 47 $15K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -2.0% 49 $15K
PSI Advisors, LLC 0.00% No change 45 $15K
Dunhill Financial, LLC 0.01% Add +46.7% 44 $14K
Pacifica Partners Inc. 0.01% No change 44 $14K
Matrix Trust Co 0.00% New 44 $14K
Estabrook Capital Management 0.00% No change 43 $14K
Northwest Investment Counselors, LLC 0.00% New 42 $14K
Cornerstone Planning Group LLC 0.00% Reduce -19.6% 41 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 41 $13K
Centerpoint Advisors, LLC 0.00% No change 40 $13K
Valued Wealth Advisors LLC 0.01% Add +73.9% 40 $13K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 40 $13K
CVA Family Office, LLC 0.00% Add +73.9% 40 $13K
Financial Avengers, Inc. 0.01% No change 39 $13K
Transcendent Capital Group LLC 0.01% No change 38 $12K
Raffa Wealth Management, LLC 0.00% Reduce -34.5% 36 $12K
Key Financial Inc 0.00% No change 32 $10K
Stone House Investment Management, LLC 0.00% No change 30 $10K
Carolina Wealth Advisors, LLC 0.00% No change 30 $10K
Your Advocates Ltd., LLP 0.00% No change 30 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 30 $10K
Carolinas Wealth Consulting LLC 0.00% Add +7.7% 28 $9K
Macroview Investment Management LLC 0.01% New 26 $8K
Cetera Trust Company, N.A 0.01% No change 26 $8K
Meeder Asset Management Inc. 0.00% Reduce -69.5% 25 $8K
Pathway Financial Advisers, LLC 0.00% Add +31489.1% 2,531,869 $8K
ORG Partners LLC 0.00% No change 23 $7K
Tucker Asset Management LLC 0.00% Reduce -14.8% 23 $7K
Avion Wealth 0.00% Add +22.2% 22 $7K
Peterson Financial Group, Inc. 0.03% New 21 $7K
REAP Financial Group, LLC 0.00% New 21 $7K
Founders Capital Management 0.00% No change 19 $6K
Prestige Wealth Management Group LLC 0.00% No change 18 $6K
Eagle Bay Advisors LLC 0.00% No change 18 $6K
Westend Capital Management, LLC 0.00% No change 18 $6K
Bogart Wealth, LLC 0.00% No change 18 $6K
SJS Investment Consulting Inc. 0.00% Reduce -5.6% 17 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 17 $6K
Raleigh Capital Management Inc. 0.00% Add +750.0% 17 $6K
Redmont Wealth Advisors LLC 0.01% No change 15 $5K
Naples Money Management LLC 0.00% New 15 $5K
Gold Investment Management Ltd. 0.00% No change 15 $5K
Frazier Financial Advisors, LLC 0.00% Reduce -64.1% 14 $5K
Heritage Wealth Advisors 0.00% New 12 $4K
Livelsberger Financial Advisory 0.06% New 9 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
ClariVest Asset Management LLC 0.00% No change 9 $3K
Northwest Capital Management Inc 0.00% No change 7 $2K
Trust Co 0.00% Reduce -66.7% 7 $2K
Salomon & Ludwin, LLC 0.00% No change 6 $2K
Arlington Trust Co LLC 0.00% No change 5 $2K
TFC Financial Management, Inc. 0.00% No change 4 $1K
Claris Advisors, LLC / Mo / 0.00% New 4 $1K
Highline Wealth Partners LLC 0.00% Add +100.0% 4 $1K
Core Alternative Capital 0.00% No change 4 $1K
Picton Mahoney Asset Management 0.00% New 4 $1K
BOK Financial Private Wealth, Inc. 0.00% No change 3 $972
JDM Financial Group LLC 0.00% New 3 $971
Reston Wealth Management LLC 0.00% New 3 $971
Global Financial Private Client, LLC 0.00% No change 3 $971
Nvwm, LLC 0.00% No change 3 $971
AlphaQuest LLC 0.00% Reduce -100.0% 3 $971
1620 Investment Advisors, Inc. 0.00% New 2 $686
Voisard Asset Management Group, Inc. 0.00% New 2 $648
Semmax Financial Advisors Inc. 0.00% No change 1 $365
Rakuten Securities, Inc. 0.00% No change 1 $324
Chesapeake Asset Management LLC 0.00% New 1 $323

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