CopartCPRT

13F holders, Q1 2024 (March 31)
1,069holders
8famous investors
$57.85avg. 13F price*

At the end of Q1 2024, 1,069 institutions reported holding Copart Inc. (CPRT) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.7B), BlackRock Inc. ($4.6B) and Principal Financial Group Inc. ($2.3B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Francois Rochon (0.1% of Giverny Capital's portfolio).

Company
Copart Inc.
Sector
Consumer Discretionary
CUSIP
217204106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions111$1.0B
Exits88$305.1M

Ownership 1,069 holders

Vanguard Group Inc. 0.11% Add +0.0% 99,106,571 $5.7B
BlackRock Inc. 0.11% Add +0.6% 79,132,114 $4.6B
Principal Financial Group Inc. 1.34% Add +2.6% 39,232,895 $2.3B
Alliancebernstein L.P. 0.78% Add +8.0% 38,020,430 $2.2B
State Street Corp. 0.09% Add +0.2% 34,498,378 $2.0B
Geode Capital Management, LLC 0.11% Add +3.4% 20,937,308 $1.2B
JPMorgan Chase & Co. 0.10% Add +21.8% 19,365,054 $1.1B
Wellington Management Group LLP 0.19% Add +7.0% 18,704,811 $1.1B
Capital World Investors 0.17% Reduce -15.2% 18,161,861 $1.1B
FMR LLC 0.06% Add +5.8% 15,590,202 $903.0M
Capital Research Global Investors 0.20% Reduce -2.7% 15,575,996 $902.2M
Bank of New York Mellon Corp 0.16% Add +116.1% 14,808,663 $857.7M
Edgewood Management LLC 2.10% New 13,484,319 $781.0M
Invesco Ltd. 0.16% Add +0.0% 12,643,904 $732.3M
Norges Bank 0.09% Add +5.6% 9,980,931 $578.1M
Morgan Stanley 0.04% Reduce -5.5% 9,102,451 $527.2M
Northern Trust Corp. 0.08% Reduce -2.7% 8,159,995 $472.6M
Massachusetts Financial Services Co. 0.14% Reduce -4.5% 7,868,502 $455.7M
T. Rowe Price Associates Inc. 0.05% Add +28.0% 6,861,282 $397.4M
Barclays PLC 0.17% Add +27.6% 6,630,034 $384.0M
Bank of America Corp. 0.03% Add +7.5% 6,008,122 $348.0M
William Blair Investment Management, LLC 0.82% Add +9.9% 5,498,210 $318.5M
Blair William & Co. 0.95% Add +0.7% 5,235,264 $303.2M
Goldman Sachs Group Inc. 0.06% Reduce -10.4% 5,218,897 $302.3M
Legal & General Group Plc 0.09% Reduce -1.7% 5,214,903 $302.0M
Charles Schwab Investment Management Inc. 0.07% Add +3.1% 5,150,554 $298.3M
Amundi 0.12% Reduce -16.0% 5,384,274 $288.4M
Bessemer Group Inc. 0.51% Reduce -25.4% 4,895,169 $283.5M
TD Asset Management Inc 0.26% Add +43.3% 4,862,147 $281.6M
Nuveen Asset Management, LLC 0.08% Add +9.4% 4,761,054 $275.8M
Macquarie Group Ltd. 0.31% Reduce -5.5% 4,636,580 $268.5M
Mackenzie Financial Corp. 0.38% Add +18.9% 4,565,587 $264.4M
Royal Bank of Canada 0.06% Add +9.3% 4,493,033 $260.2M
First Trust Advisors LP 0.26% Reduce -4.8% 4,421,200 $256.1M
Durable Capital Partners LP 1.96% Add +55.0% 4,375,101 $253.4M
JARISLOWSKY, FRASER Ltd 1.44% Reduce -3.9% 4,345,695 $251.7M
First Manhattan Co. Llc. 0.79% Add +1.6% 4,187,244 $242.5M
London Co. of Virginia 1.25% Add +0.9% 4,104,791 $237.7M
Envestnet Asset Management Inc. 0.09% Add +1.0% 4,082,156 $236.4M
American Century Companies Inc. 0.15% Add +6.0% 4,037,856 $233.9M
Brown Brothers Harriman & Co. 1.74% Reduce -4.0% 3,912,158 $226.6M
Madison Asset Management, LLC 2.71% Add +8.0% 3,799,031 $220.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.58% Reduce -8.8% 3,795,215 $219.8M
UBS Group AG 0.07% Add +4.3% 3,735,223 $216.3M
Voya Investment Management LLC 0.24% Reduce -8.3% 3,651,409 $211.1M
Deutsche Bank AG 0.09% Add +4.8% 3,466,188 $200.8M
Gobi Capital LLC 12.47% No change 3,449,864 $199.8M
HSBC Holdings PLC 0.14% Add +16.8% 3,341,641 $193.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +3.1% 3,184,647 $184.5M
Allianz Asset Management GmbH 0.30% Add +9.3% 3,105,440 $179.9M
Axiom Investors LLC 1.53% Reduce -39.8% 3,036,671 $175.9M
Wells Fargo & Company 0.05% Add +3.4% 2,965,405 $171.8M
Ako Capital LLP 2.30% Add +32.3% 2,801,399 $162.3M
Epoch Investment Partners, Inc. 0.72% Add +57.4% 2,791,737 $161.7M
Congress Asset Management Co. 1.15% Reduce -3.3% 2,786,613 $161.4M
Allspring Global Investments Holdings, LLC 0.24% Reduce -7.1% 2,646,073 $153.3M
Swiss National Bank 0.11% Reduce -3.9% 2,588,100 $149.9M
Clearbridge Investments, LLC 0.11% Reduce -3.5% 2,482,794 $143.8M
Baird Financial Group, Inc. 0.29% Reduce -18.1% 2,392,440 $138.6M
Vontobel Asset Management Inc. 0.75% Add +276.1% 2,251,653 $136.4M
Ameriprise Financial Inc. 0.04% Add +9.1% 2,341,912 $135.6M
Dimensional Fund Advisors LP 0.04% Reduce -6.4% 2,238,663 $129.7M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -5.3% 2,181,001 $126.3M
Westfield Capital Management Co. LP 0.66% Add +19.1% 2,167,032 $125.5M
Nordea Investment Management AB 0.14% Add +44.1% 2,078,277 $120.6M
Boston Financial Mangement LLC 3.68% Add +0.4% 1,998,400 $115.7M
Manning & Napier Group, LLC 1.32% Reduce -0.5% 1,829,319 $106.0M
Royal London Asset Management Ltd. 0.26% Add +5.7% 1,816,269 $105.2M
Rhumbline Advisers 0.10% Add +1.8% 1,796,718 $104.1M
Port Capital LLC 5.19% Add +3.3% 1,787,207 $103.5M
Artemis Investment Management LLP 1.22% Add +39.3% 1,625,716 $94.1M
Schwartz Investment Counsel Inc. 3.32% Add +0.2% 1,574,900 $91.2M
Avenir Corp. 7.69% Reduce -2.5% 1,550,424 $89.8M
California Public Employees Retirement System 0.06% Reduce -4.0% 1,547,519 $89.6M
Nomura Asset Management Co. Ltd. 0.32% Add +6.7% 1,514,870 $87.7M
Argent Capital Management LLC 2.55% Reduce -2.9% 1,511,653 $87.6M
US Bancorp \de 0.12% Reduce -0.1% 1,494,180 $86.5M
National Pension Service 0.10% Reduce -0.7% 1,473,094 $85.3M
California State Teachers Retirement System 0.10% Add +0.5% 1,351,668 $78.3M
Provident Investment Management, Inc. 6.87% Reduce -0.6% 1,345,622 $77.9M
Federated Hermes, Inc. 0.18% Add +12.2% 1,340,082 $77.6M
Bowie Capital Management, LLC 6.27% Add +25.6% 1,315,005 $76.2M
Bank of Montreal 0.02% Reduce -5.4% 1,319,265 $75.9M
Snyder Capital Management L P 1.61% Reduce -0.9% 1,301,561 $75.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +14.7% 1,234,253 $71.5M
Nicholas Company, Inc. 1.14% Reduce -8.4% 1,187,435 $68.8M
Caisse de depot et placement du Quebec 0.16% Reduce -50.6% 1,170,893 $67.8M
BNP Paribas Financial Markets 0.08% Add +24.6% 1,158,729 $67.1M
Ycg, LLC 5.34% Reduce -2.2% 1,173,256 $67.1M
Citadel Advisors 0.07% New 1,144,439 $66.3M
CANADA LIFE ASSURANCE Co 0.13% Reduce -8.6% 1,120,720 $65.0M
New York State Common Retirement Fund 0.09% Add +0.6% 1,116,945 $64.7M
Credit Suisse AG/ 0.06% Reduce -10.7% 1,097,007 $63.5M
Quantum Capital Management, LLC / NJ 6.87% Reduce -24.3% 1,090,146 $63.1M
Russell Investments Group, Ltd. 0.10% Add +7.0% 1,065,836 $61.7M
ProShare Advisors LLC 0.16% Add +21.8% 1,060,062 $61.4M
CIBC Private Wealth Group LLC 0.12% Add +0.9% 1,056,575 $61.4M
Geneva Capital Management LLC 1.07% Reduce -0.7% 1,047,005 $60.6M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -2.8% 956,968 $55.5M
Victory Capital Management Inc. 0.05% Reduce -2.1% 878,365 $50.9M
Raymond James & Associates 0.03% Add +8.7% 864,337 $50.1M
Aviva PLC 0.17% Add +4.8% 856,913 $49.6M
Stifel Financial Corp. 0.06% Add +18.4% 856,307 $49.6M
Captrust Financial Advisors 0.18% Add +12.3% 936,682 $48.8M
Ensign Peak Advisors, Inc 0.09% Reduce -8.0% 841,594 $48.7M
Schroder Investment Management Group 0.06% Add +2.7% 831,501 $48.2M
NorthCoast Asset Management LLC 0.60% New 808,070 $46.8M
New York State Teachers Retirement System 0.10% Reduce -5.2% 798,288 $46.2M
Maren Capital LLC 4.46% Add +33.6% 797,079 $46.2M
Citigroup Inc. 0.05% Reduce -7.0% 793,075 $45.9M
Tredje AP-fonden 0.47% Add +8.9% 777,666 $45.0M
Holocene Advisors, LP 0.17% Add +38.6% 776,611 $45.0M
Lionstone Capital Management LLC 11.39% Reduce -7.1% 776,300 $45.0M
Baskin Financial Services Inc. 3.70% Reduce -0.4% 763,086 $44.2M
Retirement Systems of Alabama 0.17% Add +0.0% 761,837 $44.1M
Swedbank AB 0.06% Reduce -3.1% 726,309 $42.1M
Commerce Bank 0.28% Add +5.9% 718,192 $41.6M
Eventide Asset Management, LLC 0.65% New 713,209 $41.3M
Natixis Advisors, LLC 0.09% Add +84.2% 701,710 $40.6M
Vancity Investment Management Ltd 4.83% Add +25.4% 699,781 $40.5M
Burgundy Asset Management Ltd. 0.42% Reduce -0.6% 695,981 $40.3M
Oliver Luxxe Assets LLC 8.28% Reduce 0.0% 682,736 $39.5M
Storebrand Asset Management As 0.13% Reduce -3.3% 665,288 $38.5M
Skandinaviska Enskilda Banken AB (publ) 0.19% Add +4.3% 658,857 $38.2M
AQR Capital Management 0.06% Add +23.4% 632,433 $36.5M
United Capital Financial Advisors, LLC 0.30% Reduce -4.0% 626,378 $36.3M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -42.0% 540,121 $36.1M
TimesSquare Capital Management, LLC 0.52% Reduce -6.0% 621,856 $36.0M
Prudential Financial Inc. 0.05% Reduce -55.4% 620,024 $35.9M
State Board of Administration of Florida Retirement System 0.08% Reduce -52.2% 464,446 $34.9M
Ashford Capital Management Inc. 4.65% Reduce -3.4% 593,926 $34.4M
Old National Bancorp 0.81% Add +45.9% 587,242 $34.0M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -20.5% 587,130 $34.0M
Scout Investments, Inc. 0.83% Add +29.8% 582,101 $33.8M
Harvey Partners, LLC 3.60% Add +16.6% 573,000 $33.2M
APG Asset Management N.V. 0.06% Add +111.4% 617,536 $33.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -10.5% 533,789 $30.9M
State of Wisconsin Investment Board 0.08% Reduce -9.4% 524,005 $30.4M
Toronto Dominion Bank 0.05% Add +2.1% 515,872 $29.9M
Wedgewood Partners Inc. 5.83% Reduce -2.2% 527,209 $29.2M
Nitorum Capital, L.P. 2.94% Reduce -5.6% 498,616 $28.9M
Norinchukin Bank, The 0.86% Add +0.5% 496,231 $28.7M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.9% 490,152 $28.4M
JLB & Associates Inc. 3.72% Reduce -3.4% 482,935 $28.0M
State of New Jersey Common Pension Fund D 0.08% No change 479,665 $27.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.23% Add +3.1% 474,646 $27.5M
Raymond James Financial Services Advisors, Inc. 0.04% Add +9.1% 468,098 $27.1M
Handelsbanken Fonder AB 0.11% Add +1.2% 460,459 $26.7M
Danske Bank A/S 0.08% — 459,260 $26.6M
Picton Mahoney Asset Management 1.11% Add +2.0% 456,496 $26.4M
Nisa Investment Advisors, LLC 0.17% Reduce -2.2% 454,221 $26.3M
LPL Financial LLC 0.01% Add +16.6% 453,216 $26.3M
Man Group plc 0.07% Add +24.9% 451,924 $26.2M
National Bank of Canada 0.04% Reduce -64.7% 474,699 $26.0M
Gateway Investment Advisers LLC 0.29% Add +1.3% 440,500 $25.5M
Whittier Trust Co. 0.37% Add +3.8% 437,050 $25.3M
Flossbach Von Storch SE 0.11% Reduce -0.2% 436,748 $25.3M
State of Michigan Retirement System 0.14% Add +0.1% 436,208 $25.3M
Pinnacle Financial Partners Inc 0.55% Add +0.8% 435,547 $25.2M
Asset Management One Co., Ltd. 0.10% Reduce -2.4% 433,162 $25.1M
Mill Capital Management, LLC 2.08% Reduce -0.5% 430,856 $25.0M
Franklin Resources Inc. 0.01% Reduce -22.1% 430,559 $24.9M
Aberdeen Group plc 0.05% Add +0.1% 417,776 $24.2M
FFT Wealth Management LLC 2.08% Reduce -1.4% 417,711 $24.2M
Pictet Asset Management Holding SA 0.03% Add +1.3% 416,883 $24.1M
Galvin, Gaustad & Stein, LLC 2.24% Reduce -2.4% 414,991 $24.0M
Schonfeld Strategic Advisors LLC 0.19% Add +1541.9% 412,970 $23.9M
Kornitzer Capital Management Inc. 0.43% Reduce -0.1% 407,250 $23.6M
AXA S.A. 0.07% Add +42.1% 400,828 $23.2M
CW Advisors, LLC 0.40% Reduce -3.3% 398,403 $23.1M
Cresset Asset Management, LLC 0.11% Add +36.5% 397,228 $23.0M
Stephens Investment Management Group LLC 0.30% Add +2.5% 391,836 $22.7M
Treasurer of the State of North Carolina 0.10% Reduce -3.4% 390,310 $22.6M
Korea Investment CORP 0.06% Add +46.5% 389,354 $22.6M
Hantz Financial Services, Inc. 0.44% Reduce -7.5% 389,343 $22.6M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Add +0.4% 386,938 $22.3M
Gabelli Funds LLC 0.17% Reduce -4.5% 381,000 $22.1M
Susquehanna International Group, LLP 0.03% Reduce -47.4% 373,998 $21.7M
Janney Montgomery Scott LLC 0.06% Add +3.1% 371,583 $21.5M
Robertson Opportunity Capital, LLC 9.50% No change 364,188 $21.1M
Sei Investments Co. 0.03% Reduce -28.1% 357,723 $20.7M
Ingalls & Snyder LLC 0.91% Reduce -1.5% 352,181 $20.4M
Public Employees Retirement System of Ohio 0.08% Reduce -11.1% 351,376 $20.4M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -12.5% 349,380 $20.2M
American International Group, Inc. 0.07% Reduce -1.4% 343,908 $19.9M
Spire Wealth Management 0.36% Add +1.9% 122,850 $19.7M
DekaBank Deutsche Girozentrale 0.04% Add +54.0% 346,691 $19.6M
Los Angeles Capital Management LLC 0.07% Reduce -3.9% 336,431 $19.5M
Comerica Bank 0.08% Add +5.9% 336,206 $19.5M
Logan Capital Management Inc. 0.83% Add +0.2% 334,050 $19.3M
Marshall Wace, LLP 0.03% Reduce -29.9% 327,824 $19.0M
Bridges Investment Management Inc. 0.59% Reduce -2.0% 327,351 $19.0M
Brasada Capital Management, LP 3.32% Add +4.9% 318,508 $18.4M
Union Heritage Capital, LLC 7.27% Add +15.6% 316,683 $18.3M
Intech Investment Management LLC 0.25% Reduce -63.1% 310,083 $18.0M
Resona Asset Management Co.,Ltd. 0.11% — 306,861 $17.8M
Chilton Investment Co. Inc. 0.48% Add +239.9% 303,935 $17.6M
State of Tennessee, Department of Treasury 0.06% Reduce -38.2% 301,734 $17.5M
Rafferty Asset Management, LLC 0.06% Add +0.0% 294,518 $17.1M
Brown Advisory Inc. 0.02% Add +18.5% 287,426 $16.6M
Lawson Kroeker Investment Management Inc. 3.16% Reduce -10.4% 287,199 $16.6M
Capital International Sarl 0.55% Reduce -28.7% 285,711 $16.5M
Sage Mountain Advisors LLC 1.72% Add +0.1% 285,428 $16.5M
Rockland Trust Co. 0.86% Reduce -4.8% 282,943 $16.4M
Sheets Smith Wealth Management 1.83% Reduce -5.0% 282,582 $16.4M
Alta Capital Management LLC/ 1.01% Add +0.9% 281,683 $16.3M
Tiaa Trust, National Association 0.05% Reduce -0.4% 281,110 $16.3M
CIBC Asset Management Inc 0.05% Add +6.0% 271,306 $15.7M
Canada Pension Plan Investment Board 0.02% Add +99.7% 270,850 $15.7M
Cobblestone Capital Advisors LLC 0.97% Add +0.3% 265,929 $15.4M
Guggenheim Capital LLC 0.11% Reduce -3.8% 264,051 $15.3M
LGT Group Foundation 0.36% Add +15.2% 261,267 $15.1M
GW&K Investment Management, LLC 0.13% Add +0.9% 255,522 $14.8M
Capital International Ltd. 0.71% Reduce -29.0% 254,604 $14.7M
Osaic Holdings, Inc. 0.03% Reduce -11.4% 254,430 $14.7M
Varma Mutual Pension Insurance Co 0.13% Add +151.1% 251,455 $14.6M
Tokio Marine Asset Management Co. Ltd. 0.73% Reduce -5.1% 251,273 $14.6M
Parnassus Investments, LLC 0.03% Reduce -25.2% 251,100 $14.5M
Neuberger Berman Group LLC 0.01% Reduce -10.9% 249,882 $14.5M
Kennedy Capital Management LLC 0.29% Add +2.3% 247,052 $14.3M
MetLife Investment Management, LLC 0.09% Reduce -3.0% 239,751 $13.9M
Montag A & Associates Inc. 0.69% Reduce -0.3% 238,736 $13.8M
Arizona State Retirement System 0.10% Add +0.4% 237,699 $13.8M
Bright Rock Capital Management, LLC 2.84% Reduce -6.0% 237,000 $13.7M
Jag Capital Management, LLC 1.94% Reduce -0.8% 236,330 $13.7M
Corient Private Wealth LP 0.02% Add +6.4% 234,872 $13.6M
Jackson Hill Advisors, LLC 7.10% Reduce -9.8% 225,500 $13.1M
LaFleur & Godfrey LLC 1.92% Reduce -10.6% 223,880 $13.0M
Cim, LLC 1.94% Add +368.8% 221,565 $12.8M
ING Groep NV 0.09% Reduce -9.4% 219,234 $12.7M
Whittier Trust Co. of Nevada Inc. 0.36% Add +5.2% 217,045 $12.6M
DNB Asset Management AS 0.07% Reduce -6.9% 215,476 $12.5M
STRS Ohio 0.05% Reduce -46.1% 215,000 $12.5M
Xponance LLC 0.13% Add +0.6% 210,259 $12.2M
Osborne Partners Capital Management, LLC 0.75% Reduce -2.2% 210,052 $12.2M
Mediolanum International Funds Ltd 0.20% — 212,407 $12.2M
PNC Financial Services Group, Inc. 0.01% Add +11.7% 209,235 $12.1M
Capital International, Inc. 0.16% Reduce -23.0% 208,681 $12.1M
Newbrook Capital Advisors LP 1.57% Reduce -8.3% 208,547 $12.1M
Cerity Partners LLC 0.03% Add +110.7% 210,755 $12.0M
Assetmark, Inc. 0.04% Add +17.8% 203,817 $11.8M
Baltimore-Washington Financial Advisors, Inc. 0.75% Add +1.2% 203,477 $11.8M
HighTower Advisors, LLC 0.02% Add +1.9% 202,490 $11.7M
Park State Asset Management 6.96% Reduce -10.4% 201,863 $11.7M
USS Investment Management Ltd 0.10% Add +9.2% 201,056 $11.6M
Daiwa Securities Group Inc. 0.07% Add +1.5% 196,257 $11.4M
Aptus Capital Advisors, LLC 0.24% Add +9.8% 195,845 $11.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +0.3% 191,827 $11.1M
MML Investors Services, LLC 0.05% Add +18.7% 191,280 $11.1M
Amalgamated Bank 0.09% Reduce -17.1% 190,512 $11.0M
Cetera Investment Advisers 0.03% Add +162.9% 184,417 $10.7M
Wealthfront Advisers LLC 0.04% Reduce -2.3% 184,130 $10.7M
Bank of Nova Scotia 0.02% Reduce -77.8% 182,628 $10.5M
Marks Group Wealth Management, Inc 1.10% Add +1.7% 181,069 $10.5M
Texas Permanent School Fund Corp. 0.08% Add +0.1% 180,688 $10.5M
Forsta Ap-Fonden 0.09% Add +11.7% 180,400 $10.4M
Assenagon Asset Management S.A. 0.03% Reduce -85.3% 179,583 $10.4M
Chicago Capital, LLC 0.31% Reduce -3.8% 176,387 $10.2M
Jane Street Group, LLC 0.01% Reduce -27.2% 175,397 $10.2M
Bensler, LLC 1.47% Add +9.3% 174,770 $10.1M
Mariner, LLC 0.02% Reduce -0.8% 174,246 $10.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +0.3% 173,156 $10.0M
Walleye Capital LLC 0.12% New 169,520 $9.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +272.3% 168,730 $9.8M
Pinebridge Investments, L.P. 0.08% Reduce -66.9% 168,235 $9.7M
Ethic Inc. 0.24% Add +6.4% 167,232 $9.7M
IFM Investors Pty Ltd 0.10% Add +1.5% 166,079 $9.6M
Illinois Municipal Retirement Fund 0.15% Reduce -21.8% 164,224 $9.5M
Nissay Asset Management Corp. /Japan 0.07% Add +27.9% 163,623 $9.5M
Litman Gregory Wealth Management LLC 0.86% Reduce -0.7% 162,997 $9.4M
Perpetual Ltd 0.09% Add +9.6% 161,318 $9.3M
Bancreek Capital Management, LP 6.95% Add +29.9% 160,951 $9.3M
Townsquare Capital LLC 0.14% Add +7.3% 160,488 $9.3M
Advisory Services Network, LLC 0.20% Reduce -3.2% 158,893 $9.2M
Comgest Global Investors S.A.S. 0.13% New 157,502 $9.1M
Crown Oak Advisors, LLC 4.98% Reduce -0.9% 156,240 $9.0M
Clear Harbor Asset Management, LLC 0.80% Add +0.1% 155,668 $9.0M
Bellecapital International Ltd. 2.00% Add +2.1% 154,236 $8.9M
Czech National Bank 0.11% Add +0.5% 153,747 $8.9M
Sawgrass Asset Management LLC 0.97% Reduce -4.4% 153,702 $8.9M
KBC Group NV 0.03% Reduce -62.8% 152,299 $8.8M
Duncker Streett & Co. Inc. 1.74% Add +0.1% 152,059 $8.8M
Cibc World Markets Corp. 0.06% Reduce -63.1% 150,559 $8.7M
McBroom & Associates, LLC 5.73% Reduce -2.8% 150,242 $8.7M
Curi Capital, LLC 0.20% Add +5.7% 148,383 $8.6M
Utah Retirement Systems 0.10% Reduce -0.1% 148,376 $8.6M
Commonwealth Equity Services, LLC 0.01% Add +37.1% 148,292 $8.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -0.1% 148,213 $8.6M
Contravisory Investment Management, Inc. 1.87% Add +0.7% 145,525 $8.4M
Shelton Capital Management 0.24% Reduce -5.0% 144,816 $8.4M
Van Eck Associates Corp. 0.01% Add +6.9% 143,204 $8.3M
Gotham Asset Management 0.12% Reduce -25.5% 141,057 $8.2M
Torray Investment Partners LLC 1.21% Reduce -1.4% 139,674 $8.1M
AustralianSuper Pty Ltd 0.05% Reduce -19.6% 137,929 $8.0M
SG Americas Securities, LLC 0.04% Add +259.3% 137,992 $8.0M
Jensen Investment Management Inc. 0.06% No change 137,810 $8.0M
Financial Counselors Inc. 0.13% Add +5.8% 137,020 $7.9M
Mitchell Capital Management Co. 1.51% Reduce -2.5% 136,063 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -3.0% 135,057 $7.8M
Creative Planning 0.01% Add +11.6% 134,790 $7.8M
Synovus Financial Corp. 0.10% Reduce -0.3% 133,000 $7.7M
Lord, Abbett & Co. LLC 0.02% Reduce -86.6% 130,431 $7.6M
Pathstone Holdings, LLC 0.03% Add +7.5% 127,324 $7.4M
Sienna Gestion 0.63% — 127,038 $7.4M
PGGM Investments 0.11% Reduce -7.8% 127,027 $7.4M
Louisiana State Employees Retirement System 0.14% Reduce -2.2% 126,300 $7.3M
Jackson Square Partners, LLC 0.30% Reduce -7.8% 125,674 $7.3M
Oppenheimer Asset Management Inc. 0.11% Reduce -12.6% 124,780 $7.2M
Armstrong Advisory Group, Inc. 0.70% No change 146,614 $7.2M
Lombard Odier Asset Management (Switzerland) SA 0.50% Add +24.4% 122,438 $7.1M
Envestnet Portfolio Solutions, Inc. 0.03% Add +13.4% 120,786 $7.0M
Truist Financial Corp. 0.01% Reduce -7.2% 120,372 $7.0M
King Luther Capital Management Corp. 0.03% Reduce -0.5% 119,410 $6.9M
New York Life Investment Management LLC 0.07% Reduce -3.4% 119,257 $6.9M
Rowlandmiller & Partners.adv 1.46% Reduce -1.1% 119,189 $6.9M
Federation des caisses Desjardins du Quebec 0.05% Add +7.7% 124,713 $6.8M
Pacer Advisors, Inc. 0.02% Reduce -20.9% 115,445 $6.7M
State of Alaska, Department of Revenue 0.08% Reduce -1.8% 114,873 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -2.2% 114,603 $6.6M
Janus Henderson Group PLC 0.00% Reduce -49.4% 111,587 $6.5M
Oppenheimer & Co. Inc. 0.11% Add +18.0% 111,094 $6.4M
Teacher Retirement System of Texas 0.04% Reduce -80.1% 111,071 $6.4M
Lingotto Investment Management LLP 0.26% New 109,047 $6.3M
Roundview Capital LLC 0.50% Add +90.3% 105,302 $6.1M
First Merchants Corp. 0.45% Add +1.9% 104,253 $6.0M
Redmond Asset Management, LLC 1.92% Add +0.0% 104,114 $6.0M
QRG Capital Management, Inc. 0.08% Add +22.8% 103,370 $6.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +4.0% 103,180 $6.0M
Orion Porfolio Solutions, LLC 0.06% Reduce -1.4% 101,264 $5.9M
Orion Portfolio Solutions, LLC 0.06% Reduce -1.4% 101,264 $5.9M
Stony Point Capital LLC 1.91% No change 100,339 $5.8M
Claar Advisors LLC 1.86% Reduce -45.8% 100,000 $5.8M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 98,000 $5.7M
Atria Investments, Inc 0.08% Add +6.6% 97,044 $5.6M
Cibc World Market Inc. 0.01% Add +102.3% 96,552 $5.6M
Knights of Columbus Asset Advisors LLC 0.40% Add +17.7% 95,761 $5.5M
Donaldson Capital Management, LLC 0.23% Add +6.5% 95,646 $5.5M
Susquehanna Fundamental Investments, LLC 0.26% New 94,431 $5.5M
Passumpsic Savings Bank 3.49% — 94,324 $5.5M
Merit Financial Group, LLC 0.13% Add +1354.5% 98,530 $5.4M
Rockefeller Capital Management L.P. 0.02% Reduce -19.1% 93,071 $5.4M
Public Employees Retirement Association of Colorado 0.02% Reduce -6.1% 92,859 $5.4M
Wisconsin Capital Management LLC 2.81% Add +1.2% 92,528 $5.4M
Covey Capital Advisors, LLC 6.47% Reduce -13.5% 92,447 $5.4M
Tidal Investments LLC 0.09% Add +47.5% 90,743 $5.3M
iA Global Asset Management Inc. 0.11% Reduce -3.2% 90,341 $5.2M
Navellier & Associates Inc. 0.64% Reduce -35.5% 90,205 $5.2M
AIA Group Ltd 0.17% Reduce -1.1% 88,695 $5.1M
Peapack Gladstone Financial Corp. 0.08% New 87,815 $5.1M
Twin Capital Management Inc. 0.63% Reduce -16.7% 87,627 $5.1M
Millennium Management 0.00% Reduce -94.3% 87,431 $5.1M
First Hawaiian Bank 0.15% Reduce -0.8% 85,542 $5.0M
Profund Advisors LLC 0.19% Reduce -0.0% 85,076 $4.9M
Center Lake Capital Management, LLC 8.05% Reduce -15.0% 85,000 $4.9M
Blue Zone Wealth Advisors, LLC 1.69% Add +2.9% 84,928 $4.9M
Cavalier Investments, LLC 1.79% Add +5.9% 84,602 $4.9M
M&T Bank Corp 0.02% Add +9.3% 84,552 $4.9M
Vanguard Personalized Indexing Management, LLC 0.10% Add +2.4% 84,055 $4.9M
Ieq Capital, LLC 0.07% Add +22.6% 82,386 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.4% 82,109 $4.8M
1832 Asset Management L.P. 0.01% Add +2.2% 82,105 $4.8M
Shell Asset Management Co. 0.22% Reduce -4.7% 87,791 $4.8M
Kestra Advisory Services, LLC 0.03% Add +68.3% 80,725 $4.7M
Threadgill Financial, LLC 2.06% New 80,159 $4.6M
Beacon Pointe Advisors, LLC 0.05% Reduce -13.9% 78,319 $4.5M
Thompson Siegel & Walmsley LLC 0.07% Reduce -10.5% 77,000 $4.5M
GHP Investment Advisors, Inc. 0.22% Reduce -17.4% 75,605 $4.4M
Geneva Partners, LLC 1.93% Add +3.3% 75,589 $4.4M
Integrated Wealth Concepts LLC 0.06% Add +13.7% 75,583 $4.4M
Elo Mutual Pension Insurance Co 0.10% Add +0.0% 75,246 $4.4M
Mawer Investment Management Ltd. 0.02% Add +99.8% 75,169 $4.4M
Buckingham Strategic Wealth, LLC 0.05% Add +2.6% 74,936 $4.3M
Tower Research Capital LLC (TRC) 0.10% Reduce -45.0% 74,788 $4.3M
Oregon Public Employees Retirement Fund 0.09% Reduce -48.5% 74,668 $4.3M
Achmea Investment Management B.V. 0.08% Reduce -39.1% 74,328 $4.3M
Symmetry Investments LP 0.45% Add +39.0% 73,404 $4.3M
O'shaughnessy Asset Management, LLC 0.05% Add +8.2% 72,083 $4.2M
Penserra Capital Management LLC 0.05% Reduce -13.1% 71,697 $4.2M
Gulf International Bank (UK) Ltd 0.10% Add +0.6% 71,264 $4.1M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -4.5% 71,045 $4.1M
Annandale Capital, LLC 0.92% No change 70,324 $4.1M
Paradiem, LLC 0.99% Reduce -11.6% 69,505 $4.0M
Abn Amro Investment Solutions 0.07% Reduce -20.7% 68,298 $4.0M
Independent Solutions Wealth Management, LLC 0.94% Reduce -5.8% 68,006 $3.9M
Fifth Third Bancorp 0.02% Reduce -9.8% 67,611 $3.9M
Sugarloaf Wealth Management, LLC 0.81% Add +4.8% 67,173 $3.9M
Credit Agricole S A 0.07% Add +68.3% 73,040 $3.9M
Twin Tree Management, LP 0.09% New 66,942 $3.9M
K.J. Harrison & Partners Inc 0.60% No change 66,760 $3.9M
Kentucky Retirement Systems 0.11% Reduce -5.1% 66,360 $3.8M
Intrepid Capital Management Inc. 2.42% No change 64,518 $3.7M
CHURCHILL MANAGEMENT Corp 0.05% Add +1.0% 64,180 $3.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -5.0% 63,706 $3.6M
Kinsale Capital Group, Inc. 1.43% New 62,547 $3.6M
Maryland State Retirement & Pension System 0.07% No change 66,765 $3.6M
WASHINGTON TRUST Co 0.13% No change 61,652 $3.6M
FIL Ltd 0.00% Reduce -1.9% 61,400 $3.6M
Allworth Financial LP 0.02% Add +5.3% 60,395 $3.5M
Andra AP-fonden 0.06% New 60,100 $3.5M
NEOS Investment Management LLC 0.21% Add +20.3% 58,299 $3.4M
Kensington Investment Counsel, LLC 1.54% Add +8.7% 58,060 $3.4M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -1.6% 57,818 $3.3M
Azzad Asset Management Inc. 0.39% Add +0.1% 57,496 $3.3M
Capital Group Investment Management Pte. LTD. 0.59% Reduce -25.9% 57,138 $3.3M
Hartford Investment Management Co. 0.12% Reduce -4.2% 56,441 $3.3M
Barbara Oil Co. 1.34% No change 54,800 $3.2M
Addison Capital Co 1.57% Add +12.3% 54,460 $3.2M
Freedom Day Solutions, LLC 1.12% Reduce -1.2% 54,388 $3.2M
Hixon Zuercher, LLC 1.33% New 54,109 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +365.5% 54,071 $3.1M
Conscious Wealth Investments, LLC 2.35% Add +1.6% 56,747 $3.1M
Mount Lucas Management LP 1.02% Reduce -7.6% 52,712 $3.1M
Keybank National Association 0.01% Add +3.9% 51,844 $3.0M
Securian Asset Management, Inc. 0.09% Reduce -7.0% 51,466 $3.0M
Crossmark Global Holdings, Inc. 0.06% Reduce -2.9% 51,435 $3.0M
Mercer Global Advisors Inc. 0.01% Add +33.7% 51,086 $3.0M
Siemens Fonds Invest GmbH 0.23% Reduce -9.6% 50,453 $2.9M
Robeco Institutional Asset Management B.V. 0.01% Reduce -91.0% 50,408 $2.9M
Northwest & Ethical Investments L.P. 0.08% Add +29.4% 49,703 $2.9M
Allianz SE 0.09% — 49,180 $2.8M
Empowered Funds, LLC 0.05% Reduce -62.7% 48,675 $2.8M
Lincoln Capital LLC 0.62% Reduce -1.0% 47,989 $2.8M
X-Square Capital, LLC 1.31% Reduce -29.0% 48,437 $2.8M
Davidson Capital Management Inc. 0.89% Add +0.8% 47,758 $2.8M
Candriam S.C.A. 0.02% Add +5.1% 47,722 $2.8M
Principal Securities, Inc. 0.09% Add +14.9% 47,191 $2.7M
Mfa Wealth Advisors, LLC 0.72% Add +3.7% 47,068 $2.7M
Vontobel Holding Ltd. 0.02% Add +22.9% 46,136 $2.7M
Moran Wealth Management, LLC 0.09% Add +7.0% 46,122 $2.7M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -20.9% 45,724 $2.6M
Second Line Capital, LLC 0.85% Add +3.4% 45,514 $2.6M
Prescott Group Capital Management, L.L.C. 0.42% Add +350.0% 45,000 $2.6M
MAI Capital Management 0.03% Add +33.3% 44,318 $2.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +2.2% 44,024 $2.6M
New Mexico Educational Retirement Board 0.09% Reduce -1.4% 44,000 $2.5M
Salem Investment Counselors Inc. 0.08% Add +4.3% 43,270 $2.5M
Procyon Advisors, LLC 0.19% Reduce -0.2% 42,626 $2.5M
E. Ohman J:or Asset Management AB 0.06% Add +29.8% 42,438 $2.5M
Jump Financial, LLC 0.07% Reduce -49.6% 42,010 $2.4M
Welch & Forbes LLC 0.03% Reduce -3.3% 41,231 $2.4M
EFG Asset Management (North America) Corp. 0.41% Reduce -15.9% 40,957 $2.4M
Elevation Point Wealth Partners, LLC 0.18% Reduce -7.8% 40,215 $2.3M
Quantinno Capital Management LP 0.05% Add +3.3% 40,017 $2.3M
Swiss Life Asset Management Ltd 0.03% Reduce -72.2% 39,867 $2.3M
Scotia Capital Inc. 0.01% Add +31.3% 39,636 $2.3M
Guardian Wealth Advisors, LLC / NC 0.28% Reduce -0.5% 39,372 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -40.8% 39,341 $2.3M
Arkadios Wealth Advisors 0.18% Reduce -1.0% 39,299 $2.3M
Entropy Technologies, LP 0.24% New 39,281 $2.3M
Apollon Wealth Management, LLC 0.07% Add +20.2% 39,025 $2.3M
Harvest Fund Management Co., Ltd 0.20% Add +140.9% 38,795 $2.2M
Fulton Bank, N.A. 0.09% Add +7.5% 38,456 $2.2M
Credential Qtrade Securities Inc. 0.12% Reduce -2.4% 38,418 $2.2M
Snowden Capital Advisors LLC 0.07% Add +2.0% 38,029 $2.2M
Silvercrest Asset Management Group LLC 0.01% Add +40.6% 37,962 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -14.3% 37,669 $2.2M
Ameritas Investment Partners, Inc. 0.07% Reduce -0.7% 37,303 $2.2M
Linden Thomas Advisory Services, LLC 0.35% Reduce -0.6% 37,195 $2.2M
Metis Global Partners, LLC 0.08% Reduce -11.6% 36,865 $2.1M
Wasatch Advisors LP 0.01% Add +2.9% 36,758 $2.1M
Wolverine Trading, LLC 0.02% Add +157.3% 36,313 $2.1M
Prosperitas Financial LLC 1.35% Add +14.9% 36,283 $2.1M
Copperwynd Financial, LLC 0.74% Add +9.7% 35,567 $2.1M
Decatur Capital Management, Inc. 1.12% Reduce -1.0% 35,535 $2.1M
Praxis Investment Management Inc. 0.14% No change 35,482 $2.1M
Metropolitan Life Insurance Co 0.09% Reduce -0.9% 35,243 $2.0M
Freedom Investment Management, Inc. 0.16% Add +10.6% 35,180 $2.0M
Sigma Planning Corp 0.06% Add +140.0% 35,166 $2.0M
JT Stratford LLC 0.40% Add +29.8% 34,881 $2.0M
Railway Pension Investments Ltd 0.02% No change 34,400 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.8% 33,611 $1.9M
Caprock Group, LLC 0.11% Add +1.7% 33,560 $1.9M
Sit Investment Associates Inc. 0.04% Add +101.7% 33,018 $1.9M
SpiderRock Advisors, LLC 0.06% — 34,038 $1.9M
Central Pacific Bank - Trust Division 0.25% — 32,870 $1.9M
Rakuten Investment Management, Inc. 0.01% Add +1416.5% 32,634 $1.9M
Sustainable Insight Capital Management, LLC 1.36% Add +11.7% 32,448 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +57.3% 31,952 $1.9M
Paragon Advisors, LLC 0.74% Add +9.6% 31,865 $1.8M
Quantitative Investment Management, LLC 0.11% Reduce -60.4% 31,840 $1.8M
Motley Fool Asset Management LLC 0.12% Add +11.8% 31,546 $1.8M
Cadence Bank 0.13% Add +0.6% 31,371 $1.8M
Cullen/Frost Bankers, Inc. 0.03% No change 31,369 $1.8M
Norris Perne & French LLP 0.13% No change 31,166 $1.8M
Park Avenue Securities LLC 0.02% Reduce -4.2% 30,802 $1.8M
Segment Wealth Management, LLC 0.14% New 30,744 $1.8M
Millington Financial Advisors, LLC 1.27% Add +4.2% 30,706 $1.8M
Ossiam 0.03% Reduce -20.2% 30,208 $1.7M
Cwm, LLC 0.01% Add +11.6% 29,883 $1.7M
Empirical Finance, LLC 0.11% Add +3.7% 29,795 $1.7M
RiverPark Advisors, LLC 1.41% Reduce -13.3% 29,652 $1.7M
Jefferies Financial Group Inc. 0.04% Add +75.8% 29,000 $1.7M
Marshall Financial Group, LLC 0.48% Add +11.3% 28,847 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -7.4% 28,836 $1.7M
Dorsey Wright & Associates 0.43% Add +28.7% 28,803 $1.7M
Ballentine Partners, LLC 0.03% Add +1.7% 28,417 $1.6M
Genus Capital Management Inc. 0.21% — 28,400 $1.6M
Carmignac Gestion 0.03% Reduce -28.5% 28,354 $1.6M
UniSuper Management Pty Ltd 0.02% Add +262.0% 28,244 $1.6M
Waterloo Capital, L.P. 0.21% Add +0.7% 27,931 $1.6M
Gilbert & Cook, Inc. 0.22% Reduce -2.2% 27,929 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 27,728 $1.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.34% No change 27,641 $1.6M
Vident Advisory, LLC 0.03% Add +13.3% 27,628 $1.6M
Giverny Capital 0.06% No change 27,484 $1.6M
Inspire Investing, LLC 0.16% Reduce -42.0% 27,395 $1.6M
United Services Automobile Association 0.04% No change 27,353 $1.6M
HMS Capital Management, LLC 0.88% Reduce -6.9% 27,334 $1.6M
Baader Bank Aktiengesellschaft 0.13% Reduce -0.1% 27,100 $1.6M
GAM Holding AG 0.11% Add +0.1% 27,002 $1.6M
Boxwood Ventures, Inc. 2.70% No change 26,528 $1.5M
Benchmark Investment Advisors LLC 1.19% Add +50.2% 26,135 $1.5M
180 Wealth Advisors, LLC 0.27% Add +3.3% 25,884 $1.5M
Schorn Wealth LLC 0.57% Reduce -0.7% 25,851 $1.5M
Conestoga Capital Advisors, LLC 0.02% Reduce -4.1% 25,668 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +8.7% 25,633 $1.5M
Agate Pass Investment Management, LLC 0.79% No change 25,364 $1.5M
One Wealth Advisors, LLC 0.26% Add +30.3% 25,321 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% Add +24.0% 25,306 $1.5M
Benjamin F. Edwards & Company, Inc. 0.03% Add +35.6% 25,076 $1.5M
Suncoast Equity Management 0.17% Add +4.9% 25,000 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -0.9% 24,910 $1.4M
Exchange Traded Concepts, LLC 0.04% Reduce -58.9% 24,787 $1.4M
Private Advisor Group, LLC 0.01% Add +1.8% 24,417 $1.4M
Simon Quick Advisors, LLC 0.11% Add +45.5% 24,408 $1.4M
Coldstream Capital Management Inc. 0.04% Add +4.9% 24,229 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.50% Add +79.8% 24,052 $1.4M
Stephens Inc. 0.02% Add +16.7% 23,952 $1.4M
Landscape Capital Management, L.L.C. 0.12% Add +90.6% 23,920 $1.4M
Montag & Caldwell, LLC 0.24% Add +5.6% 23,734 $1.4M
Squarepoint Ops LLC 0.01% Reduce -48.4% 23,697 $1.4M
Guardian Capital LP 0.05% Add +21.9% 23,400 $1.4M
Verition Fund Management LLC 0.01% Reduce -69.6% 23,380 $1.4M
Choreo, LLC 0.03% No change 23,244 $1.3M
CX Institutional 0.06% Reduce -0.4% 23,170 $1.3M
Focus Partners Wealth 0.01% Add +67.8% 23,163 $1.3M
Avestar Capital, LLC 0.15% Add +4.4% 23,130 $1.3M
Groupama Asset Managment 0.02% Reduce -82.9% 11,503 $1.3M
Diversify Advisory Services, LLC 0.08% — 22,383 $1.3M
EFG Asset Management (Americas) Corp. 0.39% Reduce -33.3% 22,394 $1.3M
Retirement Guys Formula LLC 0.63% New 22,286 $1.3M
Intrust Bank NA 0.14% Reduce -12.2% 22,133 $1.3M
Wedbush Securities Inc. 0.05% Add +32.7% 21,572 $1.2M
Resonant Capital Advisors, LLC 0.11% Reduce -4.5% 21,535 $1.2M
PEAK6 Investments LLC 0.06% Add +75.5% 21,530 $1.2M
Argent Trust Co 0.06% Add +34.2% 21,469 $1.2M
Capital Investment Advisors, LLC 0.03% Add +88.2% 21,454 $1.2M
Anchor Investment Management, LLC 0.13% Reduce -1.1% 21,451 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -0.3% 20,687 $1.2M
Public Sector Pension Investment Board 0.01% No change 20,682 $1.2M
AXS Investments LLC 0.29% Add +10.0% 20,529 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -29.1% 20,498 $1.2M
Prudential PLC 0.01% Reduce -83.5% 20,497 $1.2M
Western Financial Corp 0.72% Add +28.4% 20,398 $1.2M
Texas Yale Capital Corp. 0.05% Add +63.7% 20,295 $1.2M
Norden Group LLC 0.24% Add +14.4% 20,239 $1.2M
Rodgers Brothers Inc. 0.16% Reduce -0.5% 20,204 $1.2M
Encompass Wealth Advisors, LLC 0.31% No change 20,000 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.13% Reduce -1.8% 19,913 $1.2M
First National Bank of Hutchinson 0.77% Reduce -1.5% 19,862 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.60% Add +1.3% 19,838 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Add +17.1% 26,291 $1.1M
Banco Santander, S.A. 0.01% No change 19,548 $1.1M
Mutual Advisors, LLC 0.04% Add +0.3% 19,392 $1.1M
Degroof Petercam Asset Management 0.01% No change 19,200 $1.1M
Alta Wealth Advisors LLC 0.56% No change 19,000 $1.1M
Systematic Alpha Investments, LLC 0.04% No change 18,972 $1.1M
Regions Financial Corp. 0.01% Add +1.8% 18,951 $1.1M
Symmetry Partners, LLC 0.09% No change 18,817 $1.1M
Avity Investment Management Inc. 0.09% No change 18,800 $1.1M
JGP Wealth Management, LLC 0.15% Reduce -19.4% 18,325 $1.1M
United Asset Strategies, Inc. 0.11% Add +8.2% 18,277 $1.1M
Centaurus Financial, Inc. 0.07% Reduce -2.4% 18,206 $1.1M
Westpac Banking Corp. 0.08% Add +144.1% 18,190 $1.1M
Greenleaf Trust 0.01% Add +11.9% 18,091 $1.0M
SYSTM Wealth Solutions LLC 0.13% Add +2.1% 18,069 $1.0M
USA Financial Formulas 0.17% Reduce -64.8% 18,053 $1.0M
Premier Path Wealth Partners, LLC 0.19% Reduce -4.6% 17,777 $1.0M
TD Private Client Wealth LLC 0.03% Add +5.8% 17,712 $1.0M
Baker Tilly Wealth Management, LLC 0.18% Add +1.3% 17,544 $1.0M
Versor Investments LP 0.21% Add +14.0% 17,541 $1.0M
DAVENPORT & Co LLC 0.01% Add +3.8% 17,522 $1.0M
Hennion & Walsh Asset Management, Inc. 0.05% Add +58.0% 17,517 $1.0M
HB Wealth Management, LLC 0.01% Add +1.7% 17,458 $1.0M
LBP Am SA 0.04% New 17,396 $1.0M
Bleakley Financial Group, LLC 0.03% Add +2.6% 17,325 $1.0M
First Trust Direct Indexing L.P. 0.07% Add +19.9% 17,292 $1.0M
Simplicity Wealth,LLC 0.02% New 17,176 $995K
Chatham Capital Group, Inc. 0.18% No change 17,040 $987K
PAX Financial Group, LLC 0.20% Reduce -5.3% 17,036 $987K
Signaturefd, LLC 0.02% Add +4.0% 16,831 $975K
RDA Financial Network 0.33% Add +36.5% 16,727 $969K
Wedmont Private Capital 0.07% Add +1.5% 16,791 $952K
Nicolet Advisory Services, LLC 0.10% Add +37.6% 16,743 $949K
Tritonpoint Wealth, LLC 0.10% Reduce -5.8% 18,248 $944K
Chesley Taft & Associates LLC 0.05% Add +4.4% 16,075 $931K
Builder Investment Group Inc. 0.27% No change 16,000 $927K
STF Management LP 0.40% Reduce -1.6% 15,964 $925K
Altfest L J & Co. Inc. 0.13% Add +11.7% 15,871 $919K
Sequoia Financial Advisors, LLC 0.01% Reduce -32.2% 15,500 $898K
Vestcor Inc 0.03% Reduce -13.2% 15,347 $889K
LGT Fund Management Co Ltd. 0.37% New 15,323 $888K
Knollwood Investment Advisory, LLC 0.16% No change 15,320 $887K
Virtus Advisers, LLC 0.47% Add +15.5% 15,297 $886K
Koshinski Asset Management, Inc. 0.09% Add +77.9% 15,217 $881K
Alberta Investment Management Corp 0.01% No change 15,200 $880K
CHICAGO TRUST Co NA 0.18% Add +0.1% 15,100 $875K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -35.9% 15,059 $872K
Burney Co./ 0.03% Reduce -6.9% 14,795 $857K
Capital Analysts, LLC 0.04% No change 14,695 $851K
Fidelis Capital Partners, LLC 0.13% Add +17.7% 14,624 $847K
Axq Capital, LP 0.20% Add +5.0% 14,600 $846K
Glenmede Trust Co. NA 0.00% Reduce -43.6% 14,548 $843K
Johnson Investment Counsel Inc. 0.01% Add +4.0% 14,484 $839K
Gladstone Institutional Advisory LLC 0.05% Reduce -7.1% 14,478 $839K
OneDigital Investment Advisors LLC 0.01% Add +3.5% 14,252 $825K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.14% No change 14,200 $822K
Compound Planning, Inc. 0.08% Reduce -26.0% 14,199 $822K
Portside Wealth Group, LLC 0.15% Add +6.8% 14,182 $821K
D. E. Shaw & Co. 0.00% New 14,148 $819K
UMB Bank, n.a. 0.01% Reduce -1.2% 14,143 $819K
Buckhead Capital Management LLC 0.28% Reduce -0.9% 14,061 $814K
Smithfield Trust Co 0.04% Reduce -1.8% 13,990 $810K
Duncan Williams Asset Management, LLC 0.73% — 13,905 $805K
Investment Management Corp of Ontario 0.02% Reduce -30.8% 13,903 $805K
Gibbs Wealth Management 0.46% — 13,688 $793K
Advisor Resource Council 0.34% Reduce -63.7% 16,155 $792K
Fluent Financial, LLC 0.43% Add +8.3% 13,429 $778K
Wintrust Investments LLC 0.07% Reduce -2.2% 12,993 $753K
Horizon Investments, LLC 0.02% Add +9.1% 12,940 $749K
Sompo Asset Management Co., Ltd. 0.12% Reduce -32.6% 12,860 $745K
Everhart Financial Group, Inc. 0.22% Add +63.0% 12,763 $739K
Oarsman Capital, Inc. 0.18% Add +2.4% 12,732 $737K
Schechter Investment Advisors, LLC 0.06% Add +98.9% 12,672 $734K
Monarch Capital Management Inc. 0.21% Reduce -0.2% 12,661 $733K
GAMCO Investors 0.01% Reduce -1.6% 12,620 $731K
XTX Topco Ltd 0.10% Reduce -14.3% 12,553 $727K
Prospera Financial Services Inc 0.02% Reduce -24.4% 12,545 $727K
Pinnacle Associates Ltd. 0.01% Reduce -3.4% 12,494 $724K
BlackDiamond Wealth Management, LLC 0.51% Reduce -1.5% 12,391 $718K
Deltec Asset Management LLC 0.14% New 12,300 $712K
Park Place Capital Corp 0.25% Add +9.5% 12,241 $709K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +8.1% 12,180 $705K
Raymond James Trust N.A. 0.02% Add +3.7% 12,180 $705K
Huntington National Bank 0.01% Add +23.6% 12,142 $703K
Parallel Advisors, LLC 0.02% Reduce -0.7% 12,083 $700K
Kestra Private Wealth Services, LLC 0.02% Add +7.7% 12,035 $697K
Financial Advocates Investment Management 0.04% Reduce -0.1% 12,011 $696K
Palogic Value Management, L.P. 0.30% Reduce -14.3% 12,000 $695K
Mgo One Seven LLC 0.04% Reduce -15.8% 11,929 $691K
Strategy Asset Managers LLC 0.15% New 11,905 $690K
Sherbrooke Park Advisers LLC 0.13% Add +6.5% 11,845 $686K
SVB Wealth LLC 0.02% Reduce -2.9% 11,813 $684K
Ostrum Asset Management 0.05% No change 11,803 $684K
Cynosure Group, LLC 0.12% Reduce -79.5% 11,745 $680K
Balentine LLC 0.02% Reduce -1.7% 11,707 $678K
CNB Bank 0.33% Add +21.3% 11,576 $670K
Bridgewater Associates 0.00% Reduce -91.4% 11,494 $666K
Crestwood Advisors Group, LLC 0.01% Reduce -2.8% 11,419 $661K
Glenview Trust Co 0.01% Add +51.1% 11,270 $653K
Silver Oak Securities, Incorporated 0.10% Add +12.2% 11,259 $652K
TCW Group Inc. 0.01% Reduce -14.7% 11,209 $649K
Hills Bank & Trust Co 0.05% Reduce -0.1% 11,125 $644K
Edgestream Partners, L.P. 0.03% New 11,125 $644K
Haverford Trust Co 0.01% Reduce -23.1% 11,095 $643K
Pitcairn Co. 0.04% Add +24.5% 10,889 $631K
DDD Partners, LLC 0.08% No change 10,640 $616K
Independent Advisor Alliance 0.02% Reduce -2.3% 10,582 $613K
Meeder Advisory Services, Inc. 0.06% Add +6.6% 10,520 $609K
Covenant Partners, LLC 0.18% No change 10,466 $606K
Legacy Capital Group California, Inc. 0.22% Reduce -1.8% 10,427 $604K
EP Wealth Advisors, LLC 0.01% Add +18.4% 10,402 $602K
Motco 0.04% Add +6085.7% 10,392 $602K
Harfst & Associates, Inc. 0.14% Reduce -4.9% 10,366 $600K
Legacy Private Trust Co. 0.04% Reduce -1.6% 10,264 $594K
Signal Advisors Wealth, LLC 0.15% New 10,115 $586K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -9.0% 10,084 $584K
Lake Street Advisors Group, LLC 0.03% Reduce -0.5% 9,923 $575K
Regal Investment Advisors LLC 0.04% Reduce -0.9% 9,812 $568K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -5.2% 9,702 $562K
Atwater Malick LLC 0.20% New 9,646 $559K
ICICI Prudential Asset Management Co Ltd 0.06% Add +2.7% 9,572 $554K
Nicolet Bankshares Inc. 0.11% No change 9,544 $553K
Dogwood Wealth Management LLC 0.37% Add +9.6% 9,507 $551K
D.B. Root & Company, LLC 0.19% Reduce -0.9% 9,498 $550K
Legacy Advisors, LLC 0.07% Add +7.7% 9,490 $550K
Applied Capital LLC 0.45% New 9,475 $549K
Yorktown Management & Research Co Inc 0.52% No change 9,400 $544K
E Fund Management Co., Ltd. 0.03% Reduce -1.4% 9,364 $542K
First Horizon Advisors, Inc. 0.02% Add +36.8% 9,346 $541K
CM Wealth Advisors LLC 0.15% New 9,671 $541K
Advisors Asset Management, Inc. 0.01% Add +108.1% 9,299 $539K
Wambolt & Associates, LLC 0.16% No change 9,260 $538K
Lido Advisors, LLC 0.00% Reduce -34.7% 9,263 $537K
First Citizens Bank & Trust Co. 0.01% Add +19.6% 9,244 $535K
Brighton Jones LLC 0.02% Add +2.3% 9,236 $535K
VCI Wealth Management LLC 0.36% New 9,224 $534K
United Advisor Group, LLC 0.20% New 9,196 $533K
Solano Wealth Management, Inc. 0.30% No change 9,150 $530K
Cigna Investments Inc. 0.10% Reduce -2.1% 9,055 $525K
Dorsey & Whitney Trust CO LLC 0.04% Add +2.4% 9,054 $524K
Octavia Wealth Advisors, LLC 0.08% No change 9,030 $523K
HighPoint Advisor Group LLC 0.04% Reduce -5.2% 9,578 $523K
Trueblood Wealth Management, LLC 0.30% Add +1.0% 8,997 $521K
GAMMA Investing LLC 0.11% Add +49.0% 8,951 $518K
Catalyst Capital Advisors LLC 0.01% Reduce -12.9% 8,915 $516K
Independence Bank of Kentucky 0.15% Add +22.6% 8,853 $513K
Emerald Advisers, LLC 0.02% Reduce -1.7% 8,803 $510K
Studio Investment Management LLC 0.12% Add +7.8% 8,797 $510K
Councilor Wealth, LLC 0.25% Add +3.9% 8,744 $506K
ABN AMRO Bank N.V. 0.01% New 8,753 $505K
Enterprise Financial Services Corp 0.30% Reduce -1.8% 8,690 $503K
Evergreen Capital Management LLC 0.02% Add +0.5% 8,686 $503K
West Coast Financial LLC 0.06% Reduce -1.1% 8,572 $496K
Trust Point Inc. 0.04% Add +12.5% 8,564 $496K
Gries Financial LLC 0.08% Reduce -48.2% 8,545 $495K
D.A. Davidson & Co. 0.00% Add +2.0% 8,507 $493K
Natixis 0.00% Reduce -98.0% 8,488 $492K
Stiles Financial Services Inc 0.19% Add +1.5% 8,330 $482K
Summit Trail Advisors, LLC 0.01% Add +59.1% 8,328 $482K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.3% 8,314 $482K
Wallace Advisory Group, LLC 0.36% Reduce -9.0% 9,825 $481K
NorthRock Partners, LLC 0.02% Add +2.1% 8,276 $479K
Beaumont Financial Advisors, LLC 0.04% Add +0.5% 8,244 $477K
Meridian Wealth Management, LLC 0.08% Add +2.0% 8,229 $477K
V-Square Quantitative Management LLC 0.07% Add +77.0% 8,193 $475K
Mather Group, Llc. 0.01% Add +0.5% 9,581 $469K
Delta Financial Group, Inc. 0.14% No change 8,068 $467K
Paragon Financial Partners, Inc. 0.38% No change 8,000 $463K
Concourse Financial Group Securities, Inc. 0.03% Reduce -8.0% 7,966 $461K
Riverview Trust Co 0.36% No change 7,960 $461K
YHB Investment Advisors, Inc. 0.04% No change 7,856 $455K
Spotlight Asset Group, Inc. 0.32% Add +64.4% 7,776 $450K
Johnson Financial Group, Inc. 0.02% Reduce -10.0% 7,740 $448K
Pacific Center for Financial Services 0.13% Add +2.0% 7,729 $448K
Rathbones Group PLC 0.00% Reduce -1.5% 7,707 $446K
Alliance Wealth Advisors, LLC 0.13% Add +6.9% 7,627 $442K
Nomura Holdings Inc. 0.00% Reduce -57.1% 7,558 $438K
Cumberland Partners Ltd 0.03% New 7,500 $434K
McIlrath & Eck, LLC 0.07% Reduce -20.9% 7,476 $433K
Savant Capital, LLC 0.01% Add +7.7% 7,467 $432K
Trilogy Capital Inc. 0.02% New 7,463 $432K
Northeast Investment Management 0.02% No change 7,428 $430K
Quadrant Capital Group LLC 0.03% Reduce -0.9% 7,349 $426K
Axxcess Wealth Management, LLC 0.01% Add +0.8% 7,318 $424K
Avantax Advisory Services, Inc. 0.00% Reduce -6.4% 7,318 $424K
NewEdge Wealth, LLC 0.01% Reduce -2.7% 7,701 $419K
Geller Advisors LLC 0.03% Reduce -3.4% 7,210 $418K
Rehmann Capital Advisory Group 0.03% Add +3.8% 7,126 $413K
Smart Money Group LLC 0.16% New 7,485 $407K
Register Financial Advisors LLC 0.21% No change 7,000 $405K
Virtu Financial LLC 0.03% New 6,988 $405K
Rice Partnership, LLC 0.10% Reduce -1.3% 6,970 $404K
Values First Advisors, Inc. 0.23% New 6,897 $399K
Clearstead Trust, LLC 0.10% No change 6,780 $393K
Empirical Asset Management, LLC 0.19% Add +3.7% 6,772 $392K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 6,770 $392K
ICW Investment Advisors LLC 0.17% Add +2.6% 6,735 $390K
Balyasny Asset Management L.P. 0.00% New 6,734 $390K
Legacy Wealth Asset Management, LLC 0.11% Reduce -1.5% 6,725 $390K
Janney Capital Management LLC 0.03% No change 6,672 $386K
Edge Capital Group, LLC 0.02% Reduce -54.6% 6,654 $385K
Renasant Bank 0.27% Add +1.2% 6,638 $384K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.2% 6,605 $383K
Pflug Koory, LLC 0.03% No change 6,600 $382K
BSW Wealth Partners 0.06% Reduce -6.9% 6,489 $376K
Morse Asset Management, Inc 0.10% New 6,415 $372K
Steward Partners Investment Advisory, LLC 0.00% Add +12.7% 6,418 $372K
Alps Advisors Inc. 0.00% Reduce -10.1% 6,375 $369K
Acropolis Investment Management, LLC 0.02% No change 6,344 $367K
CoreCap Advisors, LLC 0.02% Reduce -2.5% 6,338 $367K
Checchi Capital Advisers, LLC 0.03% Add +1.6% 6,327 $366K
Focus Partners Advisor Solutions, LLC 0.01% New 6,281 $364K
Outlook Wealth Advisors, LLC 0.11% Add +23.7% 6,262 $363K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 6,227 $361K
WESPAC Advisors, LLC 0.21% Add +0.4% 6,225 $361K
Concurrent Investment Advisors, LLC 0.01% Add +7.0% 6,211 $360K
Transcendent Capital Group LLC 0.21% New 6,206 $359K
Epic Trust Investment Advisors, LLC 0.44% Add +0.5% 6,188 $358K
Canandaigua National Bank & Trust Co. 0.05% Reduce -4.7% 6,143 $356K
Moneta Group Investment Advisors LLC 0.01% Reduce -14.6% 6,009 $348K
CreativeOne Wealth, LLC 0.01% New 5,948 $344K
Lindbrook Capital, LLC 0.03% Add +1.6% 5,902 $342K
Commerzbank Aktiengesellschaft 0.01% Add +22.3% 5,794 $336K
Global Retirement Partners, LLC 0.01% Reduce -8.1% 5,741 $333K
Matrix Private Capital Group LLC 0.22% Reduce -1.5% 5,725 $332K
Howland Capital Management LLC 0.02% Reduce -3.4% 5,724 $332K
Advisors Capital Management, LLC 0.01% New 5,665 $328K
Lincoln National Corp. 0.01% Add +22.7% 5,569 $323K
Peregrine Capital Management LLC 0.01% No change 5,569 $323K
RBA Wealth Management, LLC 0.13% No change 5,556 $322K
Alpha Family Trust 0.19% No change 5,510 $319K
Wealth Alliance, LLC 0.04% Reduce -2.7% 5,500 $319K
GeoWealth Management, LLC 0.01% Add +32.5% 5,471 $317K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -6.7% 5,469 $317K
Boston Family Office LLC 0.02% No change 5,464 $316K
Great Diamond Partners, LLC 0.07% No change 5,448 $316K
Veltria Advisors Corp. 0.08% New 5,436 $315K
Granite Group Advisors, LLC 0.21% Reduce -4.7% 5,432 $315K
Retirement Planning Group, LLC 0.02% No change 5,408 $313K
Forum Financial Management, LP 0.01% Reduce -0.3% 5,392 $312K
Kolinsky Wealth Management, LLC 0.24% Reduce -1.5% 5,368 $311K
Quent Capital, LLC 0.04% Add +4.4% 5,330 $309K
Sheaff Brock Investment Advisors, LLC 0.02% Add +10.5% 5,322 $308K
Stonegate Investment Group, LLC 0.01% New 5,286 $306K
Brown Miller Wealth Management, LLC 0.13% No change 5,272 $305K
First Heartland Consultants, Inc. 0.03% New 5,268 $305K
Martingale Asset Management L P 0.01% Reduce -21.9% 5,260 $305K
Kowal Investment Group, LLC 0.07% Reduce -5.6% 5,235 $303K
Composition Wealth, LLC 0.01% New 5,219 $302K
Journey Strategic Wealth LLC 0.01% No change 5,208 $302K
Northwest Wealth Management, LLC 0.08% Reduce -0.6% 5,166 $299K
Drive Wealth Management, LLC 0.08% Reduce -2.6% 5,106 $296K
IHT Wealth Management, LLC 0.01% Reduce -4.1% 5,047 $292K
Spinnaker Trust 0.02% No change 5,022 $291K
Holderness Investments Co. 0.07% Add +9.3% 5,000 $290K
Everpar Advisors LLC 0.18% Reduce -35.0% 4,980 $288K
Legacy Trust 0.07% Add +1.2% 4,924 $285K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.5% 4,914 $285K
Meadow Creek Wealth Advisors LLC 0.20% Add +0.2% 4,868 $282K
Perigon Wealth Management, LLC 0.01% New 4,843 $281K
Allen Investment Management, LLC 0.00% New 4,808 $278K
Jacobi Capital Management LLC 0.03% Add +9.4% 4,782 $277K
Syon Capital LLC 0.03% Add +2.3% 4,766 $276K
FourThought Financial Partners, LLC 0.03% Reduce -0.3% 4,689 $272K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -11.3% 4,651 $269K
Larson Financial Group LLC 0.02% Reduce -4.7% 4,640 $269K
Plancorp, LLC 0.01% Add +6.1% 4,627 $268K
Drake & Associates, LLC 0.10% New 4,597 $266K
Fiduciary Family Office, LLC 0.10% Reduce -46.4% 4,586 $266K
Dana Investment Advisors, Inc. 0.01% Reduce -28.4% 4,586 $266K
TD Waterhouse Canada Inc. 0.00% Add +2588.6% 4,248 $265K
Simmons Bank 0.02% Add +0.8% 4,563 $264K
Sentry Investment Management LLC 0.10% No change 4,561 $264K
PDS Planning, Inc 0.03% Add +5.0% 4,538 $263K
ABLE Financial Group, LLC 0.10% No change 4,504 $261K
TrueWealth Advisors, LLC 0.10% Reduce -31.7% 4,493 $260K
Prime Capital Investment Advisors, LLC 0.00% New 4,486 $260K
Bison Wealth, LLC 0.04% No change 4,426 $256K
Brooklyn Investment Group 0.11% Reduce -13.2% 4,410 $256K
Walleye Trading LLC 0.00% New 4,401 $255K
Clarius Group, LLC 0.02% Reduce -21.4% 4,400 $255K
New Century Financial Group, LLC 0.18% Reduce -22.6% 4,369 $253K
Empower Advisory Group, LLC 0.00% Add +0.5% 4,367 $253K
China Universal Asset Management Co., Ltd. 0.03% Add +127.1% 4,337 $251K
Capital Planning Advisors, LLC 0.04% New 4,244 $246K
Forte Capital LLC 0.03% No change 4,240 $246K
Valeo Financial Advisors, LLC 0.01% Add +6.3% 4,454 $245K
Gryphon Financial Partners LLC 0.04% Add +80.2% 4,209 $244K
Bank of Hawaii 0.01% New 4,200 $243K
Covestor Ltd 0.15% Add +10.5% 4,204 $243K
Arden Trust Co 0.03% No change 4,186 $242K
One Wealth Management Investment & Advisory Services, LLC 0.10% Add +1.6% 4,174 $242K
Conning Inc. 0.01% New 4,161 $241K
Cherrydale Wealth Management, LLC 0.11% New 4,158 $241K
Ritholtz Wealth Management 0.01% New 4,146 $240K
FirstPurpose Wealth LLC 0.09% Add +0.1% 4,285 $240K
Ellevest, Inc. 0.01% New 4,136 $240K
Moloney Securities Asset Management, LLC 0.04% New 4,044 $234K
FSM Wealth Advisors, LLC 0.08% New 4,006 $232K
Leisure Capital Management 0.12% New 4,000 $232K
Vista Capital Partners, Inc. 0.03% New 4,000 $232K
AlphaCentric Advisors LLC 0.14% Reduce -8.6% 3,945 $228K
First Trust Investment Solutions L.P. 0.04% Reduce -12.3% 3,916 $227K
Liberty One Investment Management, LLC 0.03% New 3,906 $226K
Fragasso Financial Advisors Inc 0.02% New 3,881 $225K
Nwam LLC 0.02% New 3,987 $224K
West Bancorporation Inc. 0.15% Reduce -5.4% 3,862 $224K
Graypoint LLC 0.02% New 3,852 $223K
Vantage Consulting Group Inc 0.14% Reduce -12.5% 3,842 $223K
Walden Wealth Partners LLC 0.13% New 3,984 $222K
Weybosset Research & Management LLC 0.08% Reduce -2.8% 696,698 $222K
Alley Investment Management Company, LLC 0.03% New 3,820 $221K
Integrated Advisors Network LLC 0.01% New 3,816 $221K
AMG National Trust Bank 0.01% New 3,806 $220K
Auxano Advisors, LLC 0.06% New 3,804 $220K
SteelPeak Wealth, LLC 0.01% New 3,762 $218K
Optiver Holding B.V. 0.01% New 3,750 $217K
Beacon Capital Management, LLC 0.04% Add +1.3% 3,738 $217K
Physician Wealth Advisors, Inc. 0.05% New 3,976 $216K
Fayez Sarofim & Co 0.00% New 3,725 $216K
Smartleaf Asset Management LLC 0.04% Add +123.6% 3,757 $215K
Money Concepts Capital Corp. 0.02% New 3,704 $215K
Keel Point, LLC 0.02% New 3,700 $214K
Blue Square Asset Management, LLC 0.14% New 3,664 $212K
Hamilton Point Investment Advisors, LLC 0.04% New 3,652 $212K
Fielder Capital Group LLC 0.09% New 3,651 $211K
GPS Wealth Strategies Group, LLC 0.03% No change 3,640 $211K
CI Investments Inc. 0.00% Reduce -45.8% 3,552 $206K
TCI Wealth Advisors, Inc. 0.02% New 3,553 $206K
Proficio Capital Partners LLC 0.02% New 3,548 $206K
Private Trust Co. NA 0.02% Add +13.8% 3,536 $205K
Raffa Wealth Management, LLC 0.06% Add +2049.4% 3,525 $204K
Lazard Asset Management LLC 0.00% Reduce -99.1% 3,526 $204K
Semmax Financial Advisors Inc. 0.07% New 3,729 $204K
Claret Asset Management Corp 0.03% New 3,499 $203K
Cyndeo Wealth Partners, LLC 0.02% New 3,504 $203K
State of Wyoming 0.03% Reduce -26.8% 3,324 $193K
Alta Advisers Ltd 0.09% No change 3,200 $185K
Denali Advisors LLC 0.05% Add +33.3% 3,200 $185K
CENTRAL TRUST Co 0.00% Add +0.9% 3,184 $184K
Avior Wealth Management, LLC 0.01% Add +449.3% 2,873 $166K
Parkside Financial Bank & Trust 0.03% Add +8.5% 2,861 $166K
Zions Bancorporation, N.A. 0.01% Reduce -3.7% 2,753 $159K
Evergreen Private Wealth LLC 0.08% Reduce -9.5% 2,729 $158K
Qube Research & Technologies Ltd 0.00% Reduce -99.8% 2,671 $155K
EntryPoint Capital, LLC 0.13% New 2,484 $144K
Legacies Wealth LLC 0.12% Reduce -20.0% 2,407 $139K
Western Pacific Wealth Management, LP 0.10% Add +2.6% 2,291 $133K
Gen-Wealth Partners Inc 0.06% — 2,229 $129K
EverSource Wealth Advisors, LLC 0.01% Add +20.2% 2,368 $129K
Kelly Financial Services LLC 0.05% No change 2,200 $127K
Hollencrest Capital Management 0.01% Add +17.4% 2,164 $125K
Tobam 0.01% Reduce -48.5% 2,051 $119K
Barrett & Company, Inc. 0.06% No change 2,050 $119K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,015 $117K
JFS Wealth Advisors, LLC 0.01% Add +15.5% 1,996 $116K
Clearstead Advisors, LLC 0.01% Reduce -2.6% 1,920 $105K
Colonial Trust Co / SC 0.02% No change 1,800 $104K
Janiczek Wealth Management, LLC 0.02% Add +11.1% 1,796 $104K
ICA Group Wealth Management, LLC 0.02% Add +330.1% 1,772 $103K
Creative Financial Designs Inc. 0.01% Reduce -1.6% 1,640 $95K
Farther Finance Advisors, LLC 0.01% Add +4.0% 1,606 $93K
Core Alternative Capital 0.02% Reduce -13.7% 1,604 $93K
NFSG Corp 0.04% Add +53.7% 1,549 $90K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -54.3% 1,478 $86K
Castleview Partners, LLC 0.05% Reduce -4.2% 1,406 $81K
Harbour Investments, Inc. 0.00% Add +0.1% 1,383 $80K
MV Capital Management, Inc. 0.01% Reduce -1.2% 1,248 $72K
IFP Advisors, Inc 0.00% Add +9.3% 1,187 $69K
SJS Investment Consulting Inc. 0.01% Add +912.4% 1,144 $66K
HM Payson & Co. 0.00% No change 1,072 $62K
Plante Moran Financial Advisors, LLC 0.01% No change 1,052 $61K
Harbor Investment Advisory, LLC 0.01% Reduce -1.8% 1,051 $61K
Benjamin Edwards Inc. 0.01% Add +39.1% 1,025 $59K
Manchester Capital Management LLC 0.01% Add +31.2% 984 $57K
CVA Family Office, LLC 0.01% Add +1.0% 929 $54K
TFC Financial Management, Inc. 0.01% No change 924 $54K
Rothschild Investment LLC 0.00% Add +5.2% 917 $53K
Centerpoint Advisors, LLC 0.02% No change 910 $53K
Capstone Investment Advisors, LLC 0.00% Reduce -91.2% 883 $51K
Alaska Permanent Fund Corp 0.00% No change 880 $51K
C M Bidwell & Associates Ltd. 0.03% No change 872 $51K
DT Investment Partners, LLC 0.00% No change 804 $47K
Avalon Trust Co 0.00% No change 800 $46K
Perkins Coie Trust Co 0.01% No change 800 $46K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 780 $45K
Trust Co. of Vermont 0.00% No change 778 $45K
Salomon & Ludwin, LLC 0.00% No change 772 $45K
Raleigh Capital Management Inc. 0.02% Add +381.8% 742 $43K
Pittenger & Anderson Inc. 0.00% Add +125.8% 718 $42K
Fortitude Family Office, LLC 0.03% No change 694 $40K
Bell Investment Advisors, Inc 0.01% Reduce -1.6% 633 $37K
Indiana Trust & Investment Management Co 0.01% New 618 $36K
Intelligent Financial Strategies 0.02% No change 575 $33K
Ofi Invest Asset Management 0.00% Add +3.2% 617 $33K
Farmers & Merchants Investments Inc. 0.00% No change 540 $31K
Cornerstone Planning Group LLC 0.01% Reduce -24.4% 566 $31K
Pinnacle Bancorp, Inc. 0.01% Add +79.6% 528 $31K
Blue Trust, Inc. 0.00% Reduce -57.8% 528 $31K
Continuum Advisory, LLC 0.00% New 548 $30K
AdvisorNet Financial, Inc 0.00% Reduce -12.1% 522 $30K
SRH Advisors, LLC 0.01% No change 496 $29K
Operose Advisors LLC 0.01% No change 494 $29K
Carolinas Wealth Consulting LLC 0.01% Add +117.7% 492 $28K
Rise Advisors, LLC 0.01% New 486 $28K
Nvwm, LLC 0.01% Reduce -1.0% 475 $28K
Eagle Bay Advisors LLC 0.02% Add +65.8% 451 $26K
LGT Financial Advisors LLC 0.03% No change 404 $23K
Sandy Spring Bank 0.00% No change 400 $23K
Balefire, LLC 0.01% New 400 $23K
West Branch Capital LLC 0.01% No change 396 $23K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 392 $23K
Cambridge Trust Co. 0.00% No change 372 $22K
Steph & Co. 0.01% Add +15.9% 364 $21K
Partnership Wealth Management, LLC 0.01% No change 362 $21K
Private Wealth Management Group, LLC 0.01% No change 352 $20K
Osterweis Capital Management Inc. 0.00% Add +346.7% 335 $19K
Arlington Trust Co LLC 0.00% Reduce -8.4% 304 $18K
Ancora Advisors LLC 0.00% No change 300 $17K
PFS Partners, LLC 0.01% No change 290 $17K
Rakuten Securities, Inc. 0.01% Add +250.0% 287 $17K
Crewe Advisors LLC 0.00% New 284 $16K
Caitlin John, LLC 0.01% No change 280 $16K
Spectrum Wealth Counsel, LLC 0.00% No change 260 $15K
ORG Partners LLC 0.03% Reduce -92.6% 259 $15K
American National Bank & Trust 0.00% No change 250 $14K
Bogart Wealth, LLC 0.00% No change 250 $14K
Valley National Advisers Inc. 0.00% Add +16.7% 245 $14K
Venturi Wealth Management, LLC 0.00% Reduce -36.0% 240 $14K
Bokf, NA 0.00% Reduce -11.4% 232 $13K
Oakworth Capital, Inc. 0.00% No change 224 $13K
Optimum Investment Advisors 0.01% No change 212 $12K
Kiely Wealth Advisory Group, Inc. 0.01% No change 216 $12K
Abound Wealth Management 0.00% Reduce -0.9% 208 $12K
City State Bank 0.01% No change 200 $12K
Main Street Group, LTD 0.01% New 204 $12K
Westside Investment Management, Inc. 0.00% New 200 $12K
Blume Capital Management, Inc. 0.00% No change 200 $12K
Fernwood Investment Management, LLC 0.00% New 188 $11K
FinTrust Capital Advisors, LLC 0.00% No change 188 $11K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 95 $10K
Security National Bank 0.00% No change 175 $10K
Capital Advisors, Ltd. LLC 0.00% Add +11.8% 170 $10K
Grove Bank & Trust 0.00% No change 172 $10K
Stuart Chaussee & Associates, Inc. 0.00% No change 160 $9K
Meeder Asset Management Inc. 0.00% New 150 $9K
Archer Investment Corp 0.00% No change 140 $8K
Avion Wealth 0.00% Add +26.6% 138 $8K
Lanark Financial, Inc. 0.00% No change 154 $8K
FSA Wealth Management LLC 0.00% No change 132 $8K
Frank, Rimerman Advisors LLC 0.00% No change 132 $8K
Bellevue Asset Management, LLC 0.00% No change 129 $7K
Frazier Financial Advisors, LLC 0.01% No change 126 $7K
Valued Wealth Advisors LLC 0.01% Add +396.0% 124 $7K
Arax Advisory Partners 0.00% No change 124 $7K
Key Financial Inc 0.00% No change 124 $7K
SouthState Bank Corp 0.00% New 105 $6K
Versant Capital Management, Inc 0.00% No change 103 $6K
Fairman Group, LLC 0.01% No change 96 $6K
LRI Investments, LLC 0.00% — 96 $6K
First Financial Corp. 0.00% Reduce -85.2% 94 $5K
Red Tortoise LLC 0.00% No change 92 $5K
Iron Horse Wealth Management, LLC 0.00% No change 92 $5K
Tower View Wealth Management LLC 0.00% No change 88 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.1% 88 $5K
First PREMIER Bank 0.00% New 83 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 84 $4K
ClariVest Asset Management LLC 0.00% Add +100.0% 72 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +16.7% 70 $4K
Richardson Financial Services Inc. 0.00% New 60 $4K
Baldwin Wealth Partners LLC 0.00% No change 68 $4K
Prestige Wealth Management Group LLC 0.00% No change 64 $4K
Geneos Wealth Management Inc. 0.00% No change 64 $4K
Creekmur Asset Management LLC 0.00% New 61 $4K
GoalVest Advisory LLC 0.00% New 60 $3K
Leonteq Securities AG 0.00% New 58 $3K
Dunhill Financial, LLC 0.00% Add +20.8% 58 $3K
Solstein Capital, LLC 0.00% No change 56 $3K
Financial Management Professionals, Inc. 0.00% Reduce -29.4% 48 $3K
Jones Financial Companies LLLP 0.00% No change 48 $3K
Jamison Private Wealth Management, Inc. 0.00% New 40 $2K
Plato Investment Management Ltd 0.00% No change 36 $2K
WR Wealth Planners, LLC 0.00% New 35 $2K
Asset Dedication, LLC 0.00% No change 40 $2K
Longfellow Investment Management Co. LLC 0.00% No change 32 $2K
True Wealth Design, LLC 0.00% Add +66.7% 30 $2K
Tanglewood Legacy Advisors, LLC 0.00% New 28 $2K
Colonial Trust Advisors 0.00% Reduce -36.4% 28 $2K
Hexagon Capital Partners LLC 0.00% Add +200.0% 27 $2K
MCF Advisors LLC 0.00% Add +30.0% 26 $2K
AlphaQuest LLC 0.00% Reduce -99.9% 24 $1K
Delta Asset Management LLC 0.00% No change 24 $1K
Beaird Harris Wealth Management, LLC 0.00% Reduce -86.0% 25 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 18 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 18 $1K
RFP Financial Group LLC 0.00% New 17 $985
Sachetta, LLC 0.00% No change 20 $980
Aspect Partners, LLC 0.00% No change 16 $927
North Star Investment Management Corp. 0.00% No change 16 $927
Bruce G. Allen Investments, LLC 0.00% No change 14 $811
Riggs Asset Managment Co. Inc. 0.00% New 14 $811
TD Capital Management LLC 0.00% New 12 $695
Anfield Capital Management, LLC 0.00% New 10 $579
Cherry Tree Wealth Management, LLC 0.00% No change 8 $464
SOA Wealth Advisors, LLC. 0.00% No change 4 $232
TFO Wealth Partners, LLC 0.00% No change 2 $116
Cutler Group LLC / CA 0.00% Reduce -99.5% 17 $0

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