CopartCPRT

13F holders, Q1 2025 (March 31)
1,196holders +26
113new positions
88sold out
8famous investors
$56.58avg. 13F price*

At the end of Q1 2025, 1,196 institutions reported holding Copart Inc. (CPRT) in their 13F filings, up 26 from Q4 2024. 113 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($3.8B) and Principal Financial Group Inc. ($2.2B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Francois Rochon (0.1% of Giverny Capital's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions113$242.7M
Exits88$293.4M

All 13F filers, Q4 2024 → Q1 2025: 51,857,191 shares bought and 29,889,301 shares sold, net +21,967,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,196 holders

Vanguard Group Inc. 0.11% Add +2.1% 104,263,922 $5.9B
BlackRock, Inc. 0.08% Reduce -1.7% 67,644,816 $3.8B
Principal Financial Group Inc. 1.25% Add +3.3% 39,409,377 $2.2B
State Street Corp. 0.08% Reduce -0.1% 35,239,238 $2.0B
Alliancebernstein L.P. 0.59% Reduce -17.5% 28,885,240 $1.6B
Capital World Investors 0.20% Add +4.0% 22,204,956 $1.3B
Edgewood Management LLC 4.23% Reduce -8.4% 21,494,848 $1.2B
Geode Capital Management, LLC 0.09% Add +3.3% 19,805,743 $1.1B
Bank of New York Mellon Corp 0.21% Reduce -2.9% 18,881,860 $1.1B
FMR LLC 0.06% Add +6.1% 15,388,161 $870.8M
JPMorgan Chase & Co. 0.07% Add +15.9% 15,345,768 $868.4M
Wellington Management Group LLP 0.15% Reduce -1.0% 14,014,640 $793.1M
Capital Research Global Investors 0.14% Reduce -9.3% 11,752,584 $665.0M
Norges Bank 0.09% Reduce -8.9% 10,830,700 $612.9M
Morgan Stanley 0.04% Reduce -1.7% 9,830,872 $556.3M
Invesco Ltd. 0.10% Add +7.5% 9,490,237 $537.1M
Amundi 0.19% Add +32.5% 9,380,026 $531.3M
Northern Trust Corp. 0.07% Add +0.7% 8,927,156 $505.2M
T. Rowe Price Associates Inc. 0.06% Add +3.0% 8,308,282 $470.2M
Barclays PLC 0.19% Add +64.3% 7,559,581 $427.8M
William Blair Investment Management, LLC 1.08% Add +2.0% 6,803,733 $385.0M
Bank of America Corp. 0.03% Add +22.6% 6,762,358 $382.7M
Royal Bank of Canada 0.08% Add +3.7% 6,380,881 $361.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +29.5% 5,888,297 $333.2M
Charles Schwab Investment Management Inc. 0.06% Add +4.2% 5,723,335 $323.9M
Deutsche Bank AG 0.12% Add +17.9% 5,456,112 $308.8M
Legal & General Group Plc 0.08% Add +2.8% 5,358,899 $303.3M
UBS Group AG 0.07% Add +37.4% 5,330,462 $301.7M
Blair William & Co. 0.88% Reduce -0.4% 5,152,588 $291.6M
Ako Capital LLP 3.73% Add +15.7% 5,081,145 $287.5M
Massachusetts Financial Services Co. 0.09% Add +0.6% 4,952,853 $280.3M
Nuveen, LLC 0.08% — 4,730,927 $267.7M
Madison Asset Management, LLC 2.93% Add +5.2% 4,651,616 $263.2M
Franklin Resources Inc. 0.08% Add +5.9% 4,548,725 $257.4M
HSBC Holdings PLC 0.17% Reduce -4.6% 4,443,656 $251.2M
Envestnet Asset Management Inc. 0.08% Add +1.8% 4,151,771 $234.9M
Goldman Sachs Group Inc. 0.04% Add +24.8% 4,129,285 $233.7M
PineStone Asset Management Inc. 1.75% Add +158.4% 4,097,404 $231.9M
Fiera Capital Corp 0.82% Add +195.6% 3,992,610 $225.9M
First Manhattan Co. Llc. 0.65% Add +0.3% 3,912,346 $221.4M
American Century Companies Inc. 0.13% Add +63.9% 3,832,465 $216.9M
Jensen Investment Management Inc. 2.39% Add +8.7% 3,812,090 $215.7M
JARISLOWSKY, FRASER Ltd 1.34% Reduce -2.2% 3,781,000 $214.0M
TD Asset Management Inc 0.20% Reduce -10.0% 3,765,243 $213.1M
First Trust Advisors LP 0.19% Add +4.4% 3,754,413 $212.5M
London Co. of Virginia 1.14% Reduce -4.0% 3,524,015 $199.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.50% Reduce -3.6% 3,307,290 $187.2M
Macquarie Group Ltd. 0.23% Reduce -24.0% 3,245,764 $183.7M
Stonehage Fleming Financial Services Holdings Ltd 6.32% Add +7.5% 3,179,122 $179.9M
BNP Paribas Financial Markets 0.14% Add +10.5% 3,112,946 $176.2M
Pictet Asset Management Holding SA 0.19% Add +100.2% 3,069,317 $173.7M
Wells Fargo & Company 0.04% Add +8.6% 2,949,613 $166.9M
Dimensional Fund Advisors LP 0.04% Add +6.8% 2,939,813 $166.3M
Vontobel Holding Ltd. 0.59% Add +15.7% 2,870,524 $162.4M
Assenagon Asset Management S.A. 0.29% Reduce -29.1% 2,861,794 $161.9M
Gobi Capital LLC 9.17% Reduce -11.7% 2,846,221 $161.1M
Bessemer Group Inc. 0.29% Reduce -0.5% 2,812,017 $159.1M
Epoch Investment Partners, Inc. 0.82% Reduce -7.1% 2,805,136 $158.7M
Mackenzie Financial Corp. 0.22% Reduce -22.3% 2,731,603 $154.6M
Manning & Napier Advisors LLC 1.81% Reduce -1.8% 2,594,317 $146.8M
Swiss National Bank 0.10% Reduce -0.1% 2,445,800 $138.4M
Comgest Global Investors S.A.S. 2.26% Add +38.1% 2,236,415 $126.6M
Congress Asset Management Co. 0.90% Reduce -8.2% 2,135,607 $120.9M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +2.2% 2,114,128 $119.6M
Captrust Financial Advisors 0.30% Add +1450.7% 2,096,551 $118.6M
Allianz Asset Management GmbH 0.17% Reduce -0.7% 2,060,768 $116.6M
Clearbridge Investments, LLC 0.10% Reduce -0.3% 2,007,575 $113.6M
Ameriprise Financial Inc. 0.03% Reduce -0.6% 1,940,107 $109.8M
Bowie Capital Management, LLC 5.43% Add +6.7% 1,894,445 $107.2M
Baird Financial Group, Inc. 0.21% Add +2.4% 1,890,124 $107.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +13.1% 1,741,951 $98.6M
Russell Investments Group, Ltd. 0.13% Add +52.9% 1,728,776 $97.7M
Natixis Advisors, LLC 0.18% Add +8.4% 1,717,355 $97.2M
National Pension Service 0.09% Add +10.1% 1,715,293 $97.1M
Rhumbline Advisers 0.09% Add +3.5% 1,665,400 $94.2M
Douglass Winthrop Advisors, LLC 1.67% New 1,553,334 $87.9M
Quantum Capital Management, LLC / NJ 8.95% Add +12.8% 1,529,773 $86.6M
Royal London Asset Management Ltd. 0.20% Add +5.0% 1,523,853 $86.2M
US Bancorp \de 0.11% Add +0.9% 1,493,512 $84.5M
Nomura Asset Management Co. Ltd. 0.26% Add +8.2% 1,482,286 $83.9M
California State Teachers Retirement System 0.10% Reduce -0.3% 1,440,367 $81.5M
Argent Capital Management LLC 2.49% Reduce -1.4% 1,436,412 $81.3M
New York State Common Retirement Fund 0.12% Reduce -16.5% 1,425,045 $80.6M
Port Capital LLC 3.60% Reduce -4.4% 1,404,542 $79.5M
Man Group plc 0.24% Add +59.9% 1,400,203 $79.2M
ProShare Advisors LLC 0.18% Add +14.1% 1,392,505 $78.8M
Snyder Capital Management L P 1.71% Reduce -0.6% 1,384,161 $78.3M
California Public Employees Retirement System 0.05% Reduce -3.3% 1,348,240 $76.3M
Bank of Montreal 0.04% Reduce -14.8% 1,335,829 $75.6M
Provident Investment Management, Inc. 6.94% Add +0.1% 1,301,705 $73.7M
Raymond James Financial Inc. 0.03% Add +3.9% 1,252,297 $70.9M
Kimelman & Baird, LLC 5.95% Reduce -0.9% 1,236,732 $70.0M
Maren Capital LLC 4.65% Add +13.3% 1,204,317 $68.2M
Citigroup Inc. 0.05% Add +17.2% 1,200,059 $67.9M
Ycg, LLC 5.24% Reduce -0.2% 1,183,091 $67.0M
Schwartz Investment Counsel Inc. 2.26% No change 1,162,500 $65.8M
CANADA LIFE ASSURANCE Co 0.11% Reduce -3.5% 1,130,236 $64.1M
Avenir Corp. 6.70% Reduce -1.5% 1,127,823 $63.8M
Marshall Wace, LLP 0.09% Add +24896.4% 1,125,588 $63.7M
Westfield Capital Management Co. LP 0.27% Reduce -0.7% 991,920 $56.1M
DF Dent & Co. Inc. 0.71% Add +2.4% 936,730 $53.0M
Nicholas Company, Inc. 0.92% No change 934,622 $52.9M
Geneva Capital Management LLC 0.97% Add +1.8% 921,274 $52.1M
Canada Pension Plan Investment Board 0.05% Add +105.7% 910,250 $51.5M
Aviva PLC 0.12% Add +8.4% 886,904 $50.2M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.5% 879,462 $49.8M
Handelsbanken Fonder AB 0.20% Add +53.4% 854,336 $48.3M
HighTower Advisors, LLC 0.07% Add +39.6% 853,717 $48.3M
Bridges Investment Management Inc. 0.67% Reduce -4.7% 822,519 $46.5M
National Bank of Canada 0.05% Add +66.5% 819,392 $46.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Add +3.7% 819,300 $46.4M
Voloridge Investment Management, LLC 0.17% Reduce -40.2% 805,088 $45.6M
Millennium Management 0.04% Reduce -35.0% 784,814 $44.4M
Burgundy Asset Management Ltd. 0.46% Add +7.3% 780,701 $44.2M
CIBC Private Wealth Group LLC 0.09% Add +0.7% 807,924 $44.1M
Lionstone Capital Management LLC 12.15% No change 776,300 $43.9M
Victory Capital Management Inc. 0.05% Reduce -1.9% 769,468 $43.5M
Stifel Financial Corp. 0.05% Reduce -5.0% 765,052 $43.3M
Parnassus Investments, LLC 0.10% New 758,831 $42.9M
Baskin Financial Services Inc. 3.48% Reduce -0.4% 756,363 $42.8M
Kayne Anderson Rudnick Investment Management LLC 0.10% Add +475.0% 756,270 $42.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +6.8% 743,070 $42.0M
Schroder Investment Management Group 0.04% Reduce -26.9% 729,035 $41.3M
Nordea Investment Management AB 0.04% Reduce -2.5% 728,409 $40.9M
Retirement Systems of Alabama 0.16% Reduce -1.0% 719,833 $40.7M
NZS Capital, LLC 1.81% Add +6.0% 710,561 $40.2M
Vancity Investment Management Ltd 5.47% — 705,486 $39.9M
LPL Financial LLC 0.02% Add +18.6% 701,132 $39.7M
Old National Bancorp 1.04% Add +152.0% 700,592 $39.6M
New York State Teachers Retirement System 0.09% Reduce -5.5% 663,094 $37.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.52% Add +15.6% 659,281 $37.3M
Qube Research & Technologies Ltd 0.06% Add +20.8% 640,731 $36.3M
Weybosset Research & Management LLC 12.32% Reduce -1.7% 622,982 $35.3M
Alta Capital Management LLC/ 2.26% Reduce -2.9% 616,263 $34.9M
Artemis Investment Management LLP 0.53% Reduce -26.4% 611,627 $34.6M
Prudential Financial Inc. 0.05% Add +35.0% 608,679 $34.4M
Swedbank AB 0.05% Reduce -0.5% 605,443 $34.3M
Renaissance Group LLC 1.50% New 599,803 $33.9M
Tokio Marine Asset Management Co. Ltd. 1.21% Add +6.3% 587,390 $33.2M
Norinchukin Bank, The 0.61% Add +15.3% 587,259 $33.2M
Flossbach Von Storch SE 0.14% Add +1.9% 586,410 $33.2M
Stephens Investment Management Group LLC 0.47% Add +5.8% 581,106 $32.9M
APG Asset Management N.V. 0.10% Reduce -5.4% 622,719 $32.6M
D. E. Shaw & Co. 0.04% Add +26.7% 565,820 $32.0M
State of Wisconsin Investment Board 0.08% Add +14.3% 559,558 $31.7M
AQR Capital Management 0.03% Reduce -2.4% 560,304 $31.0M
Wedgewood Partners Inc. 6.14% Reduce -0.0% 488,407 $30.5M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -26.6% 520,523 $29.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.4% 518,485 $29.3M
NorthCoast Asset Management LLC 0.15% Add +0.1% 510,641 $28.9M
Caisse de depot et placement du Quebec 0.06% Add +12439.4% 507,971 $28.7M
Whittier Trust Co. 0.40% Add +2.4% 507,831 $28.7M
Korea Investment CORP 0.07% Reduce -5.6% 500,202 $28.3M
Aberdeen Group plc 0.05% Add +97.9% 497,460 $27.9M
Storebrand Asset Management As 0.09% Reduce -9.7% 492,163 $27.9M
Sei Investments Co. 0.03% Add +21.9% 479,419 $27.1M
Assetmark, Inc. 0.07% Add +8.7% 468,559 $26.5M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.1% 465,263 $26.3M
Nisa Investment Advisors, LLC 0.13% Add +0.7% 457,048 $25.9M
Asset Management One Co., Ltd. 0.09% Add +6.9% 452,904 $25.6M
Citadel Advisors 0.03% Add +19.2% 452,733 $25.6M
Brown Brothers Harriman & Co. 0.18% Reduce -15.7% 448,683 $25.4M
United Capital Financial Advisors, LLC 0.21% Reduce -0.8% 439,764 $24.9M
Mill Capital Management, LLC 1.99% Add +0.2% 439,102 $24.8M
Guggenheim Capital LLC 0.23% Add +12.3% 433,508 $24.5M
Pinnacle Financial Partners Inc 0.49% Reduce -0.9% 427,286 $24.3M
Ashford Capital Management Inc. 3.12% Reduce -9.5% 428,234 $24.2M
Gateway Investment Advisers LLC 0.28% Reduce -0.1% 425,135 $24.1M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +56.3% 422,335 $23.9M
JLB & Associates Inc. 3.30% Reduce -4.2% 417,452 $23.6M
Lazard Asset Management LLC 0.04% Add +1258.4% 414,374 $23.4M
Capital International Sarl 0.53% Add +11.1% 413,379 $23.4M
Cim, LLC 3.45% Add +24.1% 410,060 $23.2M
Bank of Nova Scotia 0.05% Reduce -47.7% 403,064 $22.8M
Cobblestone Capital Advisors LLC 1.24% Add +2.0% 401,106 $22.7M
Treasurer of the State of North Carolina 0.09% Add +4.1% 399,223 $22.6M
Danske Bank A/S 0.07% Reduce -16.7% 394,660 $22.3M
State of Michigan Retirement System 0.13% No change 384,708 $21.8M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Add +2.9% 386,234 $21.7M
State of Tennessee, Department of Treasury 0.08% Reduce -1.5% 380,201 $21.5M
Gabelli Funds LLC 0.16% No change 375,200 $21.2M
Gotham Asset Management 0.17% Add +60.6% 369,080 $20.9M
Public Employees Retirement System of Ohio 0.07% Reduce -3.7% 364,670 $20.6M
Janney Montgomery Scott LLC 0.06% Reduce -8.6% 363,313 $20.6M
Trexquant Investment LP 0.24% Add +961.3% 363,245 $20.6M
Kornitzer Capital Management Inc. 0.42% Reduce -0.1% 358,441 $20.3M
Worldquant Millennium Advisors LLC 0.13% Reduce -35.8% 354,119 $20.0M
Lombard Odier Asset Management (Europe) Ltd 1.81% Add +112.5% 351,726 $19.9M
AXA S.A. 0.06% Reduce -0.7% 345,507 $19.6M
FFT Wealth Management LLC 4.04% Reduce -3.8% 341,094 $19.3M
Toronto Dominion Bank 0.05% Reduce -32.6% 339,197 $19.2M
CW Advisors, LLC 0.23% Reduce -2.7% 339,046 $19.2M
Rafferty Asset Management, LLC 0.08% Reduce -3.9% 337,618 $19.1M
Hantz Financial Services, Inc. 0.34% Reduce -4.0% 336,778 $19.1M
Robertson Opportunity Capital, LLC 7.25% Reduce -7.6% 336,388 $19.0M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +24.1% 344,200 $19.0M
DekaBank Deutsche Girozentrale 0.04% Reduce -15.7% 346,691 $19.0M
Cresset Asset Management, LLC 0.09% Reduce -0.7% 333,776 $18.9M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -6.6% 317,380 $18.0M
Logan Capital Management Inc. 0.81% Reduce -1.2% 315,339 $17.8M
Ingalls & Snyder LLC 0.58% Reduce -0.3% 307,924 $17.4M
Cerity Partners LLC 0.04% Add +3.2% 307,082 $17.4M
UMB Bank, n.a. 0.29% Add +0.9% 307,050 $17.4M
Allspring Global Investments Holdings, LLC 0.03% Add +5.7% 301,232 $17.2M
Galvin, Gaustad & Stein, LLC 1.55% Reduce -2.7% 302,513 $17.1M
CIBC Asset Management Inc 0.06% Add +0.8% 301,547 $17.1M
Susquehanna International Group, LLP 0.03% Reduce -20.4% 300,703 $17.0M
Corebridge Financial, Inc. 0.10% Reduce -4.0% 298,990 $16.9M
KLP Kapitalforvaltning As 0.08% Add +1.1% 297,600 $16.8M
State of New Jersey Common Pension Fund D 0.07% Reduce -8.2% 290,297 $16.4M
Resona Asset Management Co.,Ltd. 0.09% Add +7.2% 289,564 $16.3M
Sage Mountain Advisors LLC 1.20% Add +0.1% 286,463 $16.2M
Nitorum Capital, L.P. 2.26% Reduce -16.0% 284,375 $16.1M
Daiwa Securities Group Inc. 0.07% Add +11.1% 279,655 $15.8M
Corient Private Wealth LP 0.03% Add +7.6% 278,591 $15.8M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -2.1% 277,469 $15.7M
Sheets Smith Wealth Management 1.94% Reduce -1.2% 276,106 $15.6M
Picton Mahoney Asset Management 0.53% Add +24.7% 274,921 $15.6M
Capital International Ltd. 0.68% Add +7.1% 274,365 $15.5M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +0.4% 274,352 $15.5M
Aptus Capital Advisors, LLC 0.18% Add +13.9% 273,481 $15.5M
Mediolanum International Funds Ltd 0.21% Add +0.2% 279,651 $15.4M
Lawson Kroeker Investment Management Inc. 2.82% Reduce -3.6% 269,415 $15.2M
Voya Investment Management LLC 0.02% Add +21.3% 267,188 $15.1M
Rockland Trust Co. 0.75% Add +0.9% 264,955 $15.0M
PNC Financial Services Group, Inc. 0.01% Add +10.8% 264,350 $15.0M
MetLife Investment Management, LLC 0.08% Reduce -1.8% 263,038 $14.9M
Whittier Trust Co. of Nevada Inc. 0.36% Add +3.8% 254,529 $14.4M
Arizona State Retirement System 0.09% Add +2.5% 254,446 $14.4M
Comerica Bank 0.06% Reduce -0.8% 245,286 $13.9M
Quantinno Capital Management LP 0.09% Add +121.3% 245,257 $13.9M
Rockbridge Asset Management LLC 8.32% Add +0.6% 240,271 $13.6M
Brasada Capital Management, LP 2.71% Reduce -7.8% 248,099 $13.5M
Montag A & Associates Inc. 0.66% Reduce -0.9% 231,489 $13.1M
Nissay Asset Management Corp. /Japan 0.08% Add +10.4% 229,890 $13.0M
Investment Management Corp of Ontario 0.26% New 225,739 $12.8M
Baltimore-Washington Financial Advisors, Inc. 0.69% Add +1.6% 225,395 $12.8M
Capital International, Inc. 0.15% Add +5.2% 224,062 $12.7M
STRS Ohio 0.05% Add +12.7% 222,540 $12.6M
Alyeska Investment Group, L.P. 0.05% Add +26.6% 220,496 $12.5M
Union Heritage Capital, LLC 4.61% Reduce -30.9% 218,683 $12.4M
Canoe Financial LP 0.20% Add +55.4% 216,327 $12.2M
LaFleur & Godfrey LLC 1.66% Reduce -1.1% 215,741 $12.2M
Townsquare Capital LLC 0.12% Add +1.3% 206,548 $11.7M
Jackson Hill Advisors, LLC 6.38% No change 206,000 $11.7M
Bensler, LLC 1.44% Reduce -4.2% 203,292 $11.5M
Perpetual Ltd 0.14% Add +12.3% 203,063 $11.5M
Czech National Bank 0.10% Add +6.0% 201,389 $11.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +7.6% 200,515 $11.3M
Commerce Bank 0.07% Reduce -4.4% 199,758 $11.3M
Greenbrier Partners Capital Management, LLC 0.88% No change 199,738 $11.3M
Oliver Luxxe Assets LLC 2.08% Reduce -71.1% 197,542 $11.2M
Xponance LLC 0.11% Add +2.0% 196,961 $11.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -5.0% 196,444 $11.1M
NEOS Investment Management LLC 0.21% Add +47.7% 194,780 $11.0M
Edgestream Partners, L.P. 0.37% Add +2653.0% 193,729 $11.0M
Park State Asset Management 6.70% Reduce -2.7% 193,642 $11.0M
Marks Group Wealth Management, Inc 1.05% Add +1.6% 192,754 $10.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +12.1% 191,656 $10.8M
Amalgamated Bank 0.09% Add +1.6% 190,744 $10.8M
GF Fund Management Co. LTD. 0.25% Add +1.9% 186,003 $10.5M
Peregrine Investment Management Inc. 7.71% Add +4.1% 182,480 $10.3M
Kennedy Capital Management LLC 0.24% Reduce -1.8% 180,189 $10.2M
Wealthfront Advisers LLC 0.03% Add +0.0% 178,356 $10.1M
Robeco Institutional Asset Management B.V. 0.02% Add +297.1% 178,338 $10.1M
Forsta Ap-Fonden 0.08% Reduce -3.3% 176,900 $10.0M
Creative Planning 0.01% Add +14.8% 176,888 $10.0M
WASHINGTON TRUST Co 0.38% Add +193.9% 176,742 $10.0M
Crown Oak Advisors, LLC 5.00% Add +3.5% 174,917 $9.9M
USS Investment Management Ltd 0.07% Add +1.4% 174,297 $9.9M
DNB Asset Management AS 0.05% Add +0.8% 174,111 $9.9M
Cetera Investment Advisers 0.02% Reduce -2.0% 172,545 $9.8M
Capital Impact Advisors, LLC 3.74% — 172,505 $9.8M
Bellecapital International Ltd. 1.95% Reduce -4.9% 172,336 $9.8M
Ethic Inc. 0.20% Add +2.0% 169,504 $9.7M
Mariner, LLC 0.02% Add +5.0% 170,912 $9.7M
Oppenheimer Asset Management Inc. 0.12% Reduce -0.6% 169,867 $9.6M
Ossiam 0.13% Add +1244.6% 168,500 $9.5M
Teacher Retirement System of Texas 0.04% Add +226.6% 167,018 $9.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -0.1% 165,841 $9.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -71.7% 165,200 $9.3M
Litman Gregory Wealth Management LLC 0.80% Reduce -0.8% 164,849 $9.3M
Clear Harbor Asset Management, LLC 0.74% Add +3.3% 164,332 $9.3M
Van Eck Associates Corp. 0.01% Add +1.9% 162,473 $9.2M
Bright Rock Capital Management, LLC 1.93% No change 162,000 $9.2M
Varma Mutual Pension Insurance Co 0.08% Reduce -13.7% 161,088 $9.1M
Fayez Sarofim & Co 0.02% No change 158,575 $9.0M
Shell Asset Management Co. 0.42% Reduce -3.7% 157,351 $8.9M
McBroom & Associates, LLC 5.09% Add +1.3% 157,106 $8.9M
Advisory Services Network, LLC 0.17% Add +2.4% 156,362 $8.8M
Martin Currie Ltd. 0.35% Reduce -15.5% 155,365 $8.8M
Ensign Peak Advisors, Inc 0.02% Add +10.3% 155,305 $8.8M
Triavera Capital LLC 5.40% Add +1.3% 155,272 $8.8M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 153,000 $8.7M
IFM Investors Pty Ltd 0.09% No change 152,482 $8.6M
Roundview Capital LLC 0.60% Add +8.5% 147,817 $8.4M
Osaic Holdings, Inc. 0.02% Reduce -35.7% 146,884 $8.3M
Shelton Capital Management 0.20% Reduce -3.2% 146,675 $8.3M
Brown Advisory Inc. 0.01% Reduce -2.7% 145,938 $8.3M
Utah Retirement Systems 0.09% No change 144,476 $8.2M
Armstrong Advisory Group, Inc. 0.65% No change 142,368 $8.2M
KBC Group NV 0.03% Reduce -5.8% 143,786 $8.1M
Financial Counselors Inc. 0.12% Reduce -2.5% 143,111 $8.1M
Torray Investment Partners LLC 1.19% Reduce -1.6% 141,183 $8.0M
Duncker Streett & Co. Inc. 1.57% Add +0.8% 140,293 $7.9M
MML Investors Services, LLC 0.03% Reduce -11.6% 139,697 $7.9M
Contravisory Investment Management, Inc. 1.65% Reduce -2.6% 138,056 $7.8M
Merit Financial Group, LLC 0.12% Add +6.9% 136,333 $7.7M
Sienna Gestion 0.62% Reduce -5.6% 139,147 $7.7M
Jane Street Group, LLC 0.01% Add +1539.8% 131,067 $7.4M
Sawgrass Asset Management LLC 0.91% Reduce -4.3% 130,586 $7.4M
Integrated Wealth Concepts LLC 0.09% Add +10.2% 129,132 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -21.9% 127,538 $7.2M
First Merchants Corp. 0.29% Add +3.4% 127,116 $7.2M
Pathstone Holdings, LLC 0.03% Reduce -4.6% 126,583 $7.2M
Police & Firemen's Retirement System of New Jersey 0.07% No change 126,426 $7.2M
Mitchell Capital Management Co. 1.35% Reduce -1.3% 125,018 $7.1M
Oxford Financial Group, LTD. LLC 0.49% Reduce -0.4% 124,000 $7.0M
Profund Advisors LLC 0.30% Add +3.2% 123,291 $7.0M
Pittenger & Anderson Inc. 0.25% Add +23.4% 121,131 $6.9M
Kinsale Capital Group, Inc. 1.69% Add +18.7% 121,079 $6.9M
Public Sector Pension Investment Board 0.03% Add +8.5% 120,576 $6.8M
King Luther Capital Management Corp. 0.03% Reduce -0.0% 120,299 $6.8M
Synovus Financial Corp. 0.09% Reduce -2.7% 120,247 $6.8M
QRG Capital Management, Inc. 0.07% Add +7.1% 120,028 $6.8M
Twin Tree Management, LP 0.15% Reduce -40.4% 118,454 $6.7M
Blue Zone Wealth Advisors, LLC 1.85% Add +13.6% 117,844 $6.7M
Louisiana State Employees Retirement System 0.13% Add +0.2% 117,800 $6.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 117,609 $6.7M
Spire Wealth Management 0.21% Reduce -0.3% 117,483 $6.6M
New York Life Investment Management LLC 0.07% Reduce -0.2% 117,067 $6.6M
State of Alaska, Department of Revenue 0.07% Add +2.4% 116,378 $6.6M
Curi Capital, LLC 0.16% Reduce -3.9% 112,998 $6.4M
Tidal Investments LLC 0.05% Add +14.9% 112,448 $6.4M
Rakuten Investment Management, Inc. 0.03% — 115,167 $6.4M
Vanguard Personalized Indexing Management, LLC 0.09% Add +7.6% 111,523 $6.3M
Oppenheimer & Co. Inc. 0.09% Reduce -0.2% 109,970 $6.2M
Peapack Gladstone Financial Corp. 0.09% Add +0.9% 109,530 $6.2M
Moran Wealth Management, LLC 0.21% Add +1.8% 109,431 $6.2M
Rowlandmiller & Partners.adv 1.30% Reduce -2.2% 108,794 $6.2M
Yousif Capital Management, LLC 0.07% Reduce -0.6% 108,005 $6.1M
Chicago Capital, LLC 0.17% No change 107,200 $6.1M
iA Global Asset Management Inc. 0.10% Add +2.4% 106,345 $6.0M
Cibc World Markets Corp. 0.05% Reduce -33.8% 105,324 $6.0M
Abn Amro Investment Solutions 0.12% Add +51.2% 103,509 $5.9M
Empowered Funds, LLC 0.08% Add +21.3% 102,465 $5.8M
Orion Porfolio Solutions, LLC 0.06% Add +2.5% 102,029 $5.8M
Orion Portfolio Solutions, LLC 0.06% Add +2.5% 102,029 $5.8M
Mutual of America Capital Management LLC 0.07% Reduce -2.9% 101,983 $5.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.3% 101,860 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -35.2% 101,860 $5.8M
Illinois Municipal Retirement Fund 0.08% No change 101,533 $5.7M
Capstone Investment Advisors, LLC 0.07% Add +2573.9% 99,844 $5.7M
Caisse Des Depots Et Consignations 0.27% No change 98,183 $5.6M
Redmond Asset Management, LLC 1.42% Add +1.3% 97,535 $5.5M
Janus Henderson Group PLC 0.00% Add +2.6% 99,974 $5.5M
Truist Financial Corp. 0.01% Reduce -2.5% 96,643 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +10.3% 96,595 $5.5M
Sterling Capital Management LLC 0.08% Reduce -9.6% 95,254 $5.4M
Pacer Advisors, Inc. 0.01% Reduce -22.0% 93,973 $5.3M
Schonfeld Strategic Advisors LLC 0.04% Add +42.0% 92,966 $5.3M
HWG Holdings LP 2.32% Reduce -0.4% 92,067 $5.2M
Silvercrest Asset Management Group LLC 0.04% Add +18.5% 91,279 $5.2M
Atria Investments, Inc 0.07% Add +2.6% 91,086 $5.2M
Vident Advisory, LLC 0.08% Add +158.9% 90,915 $5.1M
Bancreek Capital Management, LP 7.67% Reduce -23.8% 90,575 $5.1M
OP Asset Management Ltd 0.09% — 90,371 $5.1M
O'shaughnessy Asset Management, LLC 0.04% Add +16.9% 90,251 $5.1M
Donaldson Capital Management, LLC 0.19% Reduce -1.0% 88,784 $5.0M
Lincoln Capital LLC 1.04% Add +72.7% 82,838 $5.0M
Fortis Capital Management LLC 0.97% Add +15.0% 88,357 $5.0M
Ieq Capital, LLC 0.04% Reduce -22.4% 88,187 $5.0M
Threadgill Financial, LLC 2.66% Reduce -0.1% 87,836 $5.0M
Jefferies Financial Group Inc. 0.09% Add +325.2% 87,282 $4.9M
M&T Bank Corp 0.02% Reduce -8.9% 87,108 $4.9M
AIA Group Ltd 0.12% No change 86,043 $4.9M
Focus Partners Wealth 0.01% Reduce -2.5% 85,672 $4.8M
Federated Hermes, Inc. 0.01% Reduce -3.1% 85,201 $4.8M
Neuberger Berman Group LLC 0.00% Reduce -39.7% 82,128 $4.6M
Conscious Wealth Investments, LLC 3.21% Add +30.6% 75,184 $4.6M
Mirabella Financial Services LLP 0.19% Add +120.2% 80,633 $4.6M
Thompson Siegel & Walmsley LLC 0.08% Add +1.2% 80,232 $4.5M
Penserra Capital Management LLC 0.08% Reduce -9.1% 79,610 $4.5M
Dark Forest Capital Management LP 0.20% Add +395.6% 78,751 $4.5M
Swiss Life Asset Management Ltd 0.03% Add +3.1% 78,494 $4.4M
Intech Investment Management LLC 0.05% Reduce -20.6% 77,818 $4.4M
Rockefeller Capital Management L.P. 0.01% Reduce -3.6% 77,531 $4.4M
Wisconsin Capital Management LLC 2.77% Reduce -7.0% 76,849 $4.3M
1832 Asset Management L.P. 0.01% Add +0.3% 75,955 $4.3M
Generali Asset Management SPA SGR 0.11% Reduce -38.5% 75,801 $4.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -3.5% 75,621 $4.3M
Numerai GP LLC 0.81% Add +17.6% 75,570 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +0.2% 75,310 $4.3M
Pinebridge Investments, L.P. 0.03% Add +1541.3% 74,861 $4.2M
Banque Pictet & Cie SA 0.05% New 74,735 $4.2M
Meiji Yasuda Life Insurance Co 0.08% New 74,560 $4.2M
Sit Investment Associates Inc. 0.10% Add +9.8% 74,373 $4.2M
Covey Capital Advisors, LLC 4.84% Reduce -0.1% 74,266 $4.2M
Signal Advisors Wealth, LLC 0.41% Add +36.8% 73,936 $4.2M
UniSuper Management Pty Ltd 0.03% Add +9.3% 73,537 $4.2M
Hixon Zuercher, LLC 1.46% Add +2.6% 73,235 $4.1M
Symmetry Investments LP 0.37% Reduce -17.3% 73,121 $4.1M
Jackson Square Partners, LLC 0.55% Reduce -8.2% 72,143 $4.1M
First Foundation Advisors 0.16% Add +8.0% 71,525 $4.0M
Faithward Advisors, LLC 0.70% Reduce -2.7% 71,450 $4.0M
Sone Capital Management, LLC 0.41% New 70,553 $4.0M
Mizuho Securities USA LLC 0.09% Reduce -15.5% 70,206 $4.0M
Annandale Capital, LLC 0.74% No change 70,184 $4.0M
Geneva Partners, LLC 2.03% Add +0.2% 69,599 $3.9M
Cibc World Market Inc. 0.01% Reduce -2.2% 69,363 $3.9M
Independent Solutions Wealth Management, LLC 0.87% Add +1.3% 68,752 $3.9M
Los Angeles Capital Management LLC 0.02% Add +1443.3% 68,630 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.5% 67,746 $3.8M
Mercer Global Advisors Inc. 0.01% Add +2.3% 65,966 $3.7M
Tsai Capital Corp 3.07% Add +6.9% 65,955 $3.7M
OMERS ADMINISTRATION Corp 0.03% Add +12.3% 65,683 $3.7M
Mfa Wealth Advisors, LLC 0.91% Add +4.0% 64,842 $3.7M
HB Wealth Management, LLC 0.03% Add +195.5% 64,120 $3.6M
GHP Investment Advisors, Inc. 0.17% Reduce -3.1% 63,389 $3.6M
CHURCHILL MANAGEMENT Corp 0.04% Add +0.7% 61,721 $3.5M
Harvest Fund Management Co., Ltd 0.17% Add +7.6% 61,039 $3.5M
Twin Capital Management Inc. 0.40% Reduce -2.8% 60,216 $3.4M
K.J. Harrison & Partners Inc 0.67% Add +0.8% 60,200 $3.4M
Fifth Third Bancorp 0.01% Add +1.9% 59,575 $3.4M
Kentucky Retirement Systems 0.10% Reduce -1.0% 59,555 $3.4M
Freedom Day Solutions, LLC 1.03% Reduce -1.5% 59,434 $3.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +18.3% 59,118 $3.3M
Kensington Investment Counsel, LLC 1.48% Reduce -3.3% 59,004 $3.3M
Capital Group Investment Management Pte. LTD. 0.68% Add +5.7% 58,745 $3.3M
Beacon Pointe Advisors, LLC 0.04% Add +1.4% 58,672 $3.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.45% Add +63.0% 57,730 $3.3M
Addison Capital Co 1.27% Reduce -0.3% 57,439 $3.3M
&partners 0.03% Add +26.1% 59,060 $3.2M
Sustainable Insight Capital Management, LLC 1.61% Add +3.7% 56,989 $3.2M
B. Metzler seel. Sohn & Co. AG 0.03% Add +12.9% 56,559 $3.2M
Putney Financial Group LLC 3.36% Reduce -2.6% 56,474 $3.2M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -1.1% 56,020 $3.2M
Choreo, LLC 0.05% Reduce -2.7% 55,190 $3.1M
Tiaa Trust, National Association 0.01% Reduce -21.7% 55,017 $3.1M
Simon Quick Advisors, LLC 0.18% Add +4.5% 54,877 $3.1M
Avanza Fonder AB 0.10% Reduce -16.4% 54,002 $3.1M
Barbara Oil Co. 1.26% No change 54,800 $3.1M
Second Line Capital, LLC 0.80% Add +4.0% 54,647 $3.1M
Davidson Capital Management Inc. 0.83% Reduce -12.5% 54,120 $3.1M
Westpac Banking Corp. 0.23% Add +4.0% 54,095 $3.1M
Metis Global Partners, LLC 0.09% Add +15.2% 53,909 $3.1M
FIL Ltd 0.00% Add +1.5% 53,631 $3.0M
Hartford Investment Management Co. 0.11% Reduce -1.0% 53,574 $3.0M
Copperwynd Financial, LLC 0.83% Add +6.0% 53,300 $3.0M
Brevan Howard Capital Management LP 0.09% New 53,148 $3.0M
X-Square Capital, LLC 1.29% Reduce -11.5% 52,897 $3.0M
Elo Mutual Pension Insurance Co 0.07% Reduce -34.5% 52,862 $3.0M
Atria Wealth Solutions, Inc. 0.04% Reduce -4.5% 52,712 $3.0M
Intrepid Capital Management Inc. 1.78% Add +0.2% 52,038 $2.9M
Cavalier Investments, LLC 1.00% Reduce -0.2% 51,829 $2.9M
Voleon Capital Management LP 0.23% Add +125.5% 51,640 $2.9M
Walleye Capital LLC 0.04% Add +422.0% 51,414 $2.9M
Arkadios Wealth Advisors 0.11% Reduce -4.3% 50,560 $2.9M
SG Americas Securities, LLC 0.01% Reduce -51.4% 50,547 $2.9M
Cape Cod Five Cents Savings Bank 0.26% No change 54,398 $2.9M
Knollwood Investment Advisory, LLC 0.31% Reduce -18.0% 50,000 $2.8M
Ofi Invest Asset Management 0.07% Add +5.9% 53,992 $2.8M
Procyon Advisors, LLC 0.17% Add +8.1% 49,842 $2.8M
MAI Capital Management 0.02% Add +7.6% 49,837 $2.8M
Principal Securities, Inc. 0.06% No change 49,135 $2.8M
Crossmark Global Holdings, Inc. 0.05% Reduce -0.5% 49,793 $2.8M
Gulf International Bank (UK) Ltd 0.10% Reduce -26.4% 49,507 $2.8M
Aviso Financial Inc. 0.14% Reduce -2.0% 49,223 $2.8M
Allianz SE 0.07% No change 49,180 $2.8M
Verition Fund Management LLC 0.02% Reduce -50.7% 48,796 $2.8M
Candriam S.C.A. 0.02% Reduce -11.1% 48,538 $2.7M
Azzad Asset Management Inc. 0.32% New 48,464 $2.7M
Atwater Malick LLC 0.92% Add +18.1% 48,046 $2.7M
Guardian Wealth Advisors, LLC / NC 0.22% Add +3.1% 48,038 $2.7M
Benjamin Edwards Inc. 0.04% Add +4.7% 47,534 $2.7M
Delta Global Management LP 0.19% New 47,519 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.15% Reduce -62.7% 46,856 $2.7M
Sanctuary Advisors, LLC 0.02% Reduce -16.9% 46,402 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -1.6% 46,364 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -67.3% 46,220 $2.6M
Harbour Trust & Investment Management Co 0.32% New 46,025 $2.6M
Siemens Fonds Invest GmbH 0.18% Reduce -11.2% 45,989 $2.6M
TCW Group Inc. 0.02% Reduce -1.1% 45,423 $2.6M
Motley Fool Asset Management LLC 0.14% Add +2.4% 44,940 $2.5M
Salem Investment Counselors Inc. 0.09% Add +4.5% 44,842 $2.5M
Baader Bank Aktiengesellschaft 0.26% Add +37.2% 44,820 $2.5M
Avestar Capital, LLC 0.24% Add +83.5% 44,414 $2.5M
Keybank National Association 0.01% Add +3.0% 44,392 $2.5M
Davidson Kahn Capital Management, LLC 1.94% Add +12.1% 44,358 $2.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -80.4% 44,221 $2.5M
Harvey Partners, LLC 0.30% No change 44,000 $2.5M
Kestra Advisory Services, LLC 0.01% Reduce -24.4% 43,776 $2.5M
Caxton Associates LLP 0.08% — 42,995 $2.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -43.5% 42,900 $2.4M
Versor Investments LP 0.39% New 42,558 $2.4M
Centaurus Financial, Inc. 0.15% Add +98.9% 42,486 $2.4M
Segment Wealth Management, LLC 0.16% Add +4.1% 42,018 $2.4M
Prana Capital Management, LP 0.10% New 41,901 $2.4M
Caprock Group, LLC 0.07% Add +14.0% 41,766 $2.4M
New Mexico Educational Retirement Board 0.08% Reduce -1.7% 41,000 $2.3M
Maryland State Retirement & Pension System 0.05% Reduce -12.4% 40,777 $2.3M
Ameritas Investment Partners, Inc. 0.08% Add +2.5% 40,164 $2.3M
Elevation Point Wealth Partners, LLC 0.19% Reduce -7.9% 39,850 $2.3M
E. Ohman J:or Asset Management AB 0.06% Reduce -14.0% 39,000 $2.2M
Fulton Bank, N.A. 0.09% Reduce -3.4% 38,846 $2.2M
Park Place Capital Corp 0.59% Add +48.6% 38,756 $2.2M
LGT Fund Management Co Ltd. 0.20% Reduce -27.6% 38,593 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 38,184 $2.2M
Invst, LLC 0.29% New 37,581 $2.1M
Linden Thomas Advisory Services, LLC 0.27% Add +2.5% 37,357 $2.1M
Cwm, LLC 0.01% Add +3.8% 37,196 $2.1M
Trilogy Capital Inc. 0.11% Add +4.7% 36,646 $2.1M
Paragon Advisors, LLC 0.78% Reduce -3.9% 36,466 $2.1M
AXS Investments LLC 0.57% Add +4.9% 36,436 $2.1M
Legacy Advisors, LLC 0.21% Add +21.1% 36,130 $2.0M
Decatur Capital Management, Inc. 1.06% Add +0.3% 36,113 $2.0M
Capital Investment Advisors, LLC 0.04% Add +6.6% 35,959 $2.0M
Suncoast Equity Management 0.23% Add +17.9% 35,645 $2.0M
Bellwether Advisors, LLC 0.42% Add +2.1% 35,625 $2.0M
Waterloo Capital, L.P. 0.19% Add +13.9% 35,565 $2.0M
SummitTX Capital, L.P. 0.09% — 35,408 $2.0M
Fragasso Financial Advisors Inc 0.15% Add +777.2% 35,379 $2.0M
Wasatch Advisors LP 0.01% Add +7.6% 35,005 $2.0M
Welch & Forbes LLC 0.03% Reduce -5.4% 34,941 $2.0M
Bokf, NA 0.04% Add +2.7% 34,928 $2.0M
Kieckhefer Group LLC 1.41% Reduce -50.0% 34,520 $2.0M
Advisor Resource Council 0.16% New 38,421 $1.9M
Diversify Wealth Management, LLC 0.14% Add +13.0% 32,021 $1.9M
Credit Agricole S A 0.01% Add +8.7% 34,152 $1.9M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -0.8% 34,060 $1.9M
EFG Asset Management (North America) Corp. 0.32% Reduce -4.4% 33,904 $1.9M
Cadence Bank 0.13% Add +5.5% 33,092 $1.9M
Thoroughbred Financial Services, LLC 0.12% Reduce -0.7% 32,691 $1.8M
Harvest Portfolios Group Inc. 0.05% Add +17.8% 31,674 $1.8M
Allworth Financial LP 0.01% Reduce -1.0% 28,750 $1.8M
Praxis Investment Management Inc. 0.12% Reduce -0.5% 31,232 $1.8M
Allstate Corp. 0.05% Add +21.6% 30,832 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.7% 30,558 $1.7M
Benchmark Investment Advisors LLC 1.11% Add +13.1% 30,306 $1.7M
Chilton Investment Co. Inc. 0.04% Reduce -59.0% 30,278 $1.7M
Postrock Partners LLC 0.85% No change 30,180 $1.7M
Stephens Inc. 0.03% Add +7.8% 30,094 $1.7M
Tema ETFs LLC 0.51% Add +146.2% 30,080 $1.7M
AG2R La Mondiale Gestion D'actifs 0.09% — 32,379 $1.7M
NewEdge Advisors, LLC 0.01% Add +25.2% 29,436 $1.7M
JT Stratford LLC 0.30% New 29,380 $1.7M
Hennion & Walsh Asset Management, Inc. 0.07% Add +2.5% 29,353 $1.7M
GAM Holding AG 0.13% Add +20.1% 29,297 $1.7M
SevenBridge Financial Group, LLC 0.33% New 26,584 $1.7M
Empirical Finance, LLC 0.10% Add +2.2% 29,126 $1.6M
Ballentine Partners, LLC 0.03% Add +3.0% 28,849 $1.6M
Chesley Taft & Associates LLC 0.08% Add +34.7% 28,499 $1.6M
Central Pacific Bank - Trust Division 0.23% Add +60.3% 28,438 $1.6M
E Fund Management Co., Ltd. 0.08% Add +79.7% 28,385 $1.6M
RDA Financial Network 0.48% Add +9.7% 28,291 $1.6M
RiverPark Advisors, LLC 1.38% No change 28,202 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -13.6% 28,193 $1.6M
Railway Pension Investments Ltd 0.02% New 28,100 $1.6M
Gibbs Wealth Management 0.38% Add +14.6% 28,038 $1.6M
Apollon Wealth Management, LLC 0.03% Add +21.7% 28,034 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 27,887 $1.6M
Nvwm, LLC 0.42% Add +5311.6% 27,870 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -4.3% 27,868 $1.6M
Coldstream Capital Management Inc. 0.03% Add +0.9% 27,811 $1.6M
Safe Harbor Fiduciary, LLC 1.62% Reduce -0.4% 27,625 $1.6M
EFG Asset Management (Americas) Corp. 0.32% Reduce -11.1% 27,561 $1.6M
Cumberland Partners Ltd 0.12% New 27,500 $1.6M
Giverny Capital 0.06% No change 27,484 $1.6M
Marshall Financial Group, LLC 0.34% Reduce -4.3% 27,446 $1.6M
Sigma Planning Corp 0.05% Reduce -8.6% 27,167 $1.5M
B. Riley Wealth Advisors, Inc. 0.05% Add +4.4% 27,007 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -63.3% 26,957 $1.5M
Boxwood Ventures, Inc. 2.14% No change 26,528 $1.5M
One Wealth Advisors, LLC 0.22% Add +0.5% 26,473 $1.5M
HMS Capital Management, LLC 0.82% Reduce -4.5% 27,286 $1.5M
Sovran Advisors, LLC 0.19% Add +78.5% 24,555 $1.5M
Lord & Richards Wealth Management, LLC 1.66% Add +159.8% 25,832 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% New 25,366 $1.4M
Schorn Wealth LLC 0.47% Reduce -0.3% 25,242 $1.4M
Norden Group LLC 0.16% Reduce -1.5% 25,106 $1.4M
Private Advisor Group, LLC 0.01% Reduce -0.7% 25,020 $1.4M
Centiva Capital, LP 0.08% Add +51.0% 24,813 $1.4M
Virtus Investment Advisers, LLC 0.39% New 24,791 $1.4M
Concentric Capital Strategies, LP 0.14% New 24,727 $1.4M
Woodline Partners LP 0.01% Reduce -53.1% 24,668 $1.4M
Agate Pass Investment Management, LLC 0.59% Reduce -0.6% 24,394 $1.4M
Norris Perne & French LLP 0.10% Reduce -9.0% 23,986 $1.4M
Gilbert & Cook, Inc. 0.20% Add +1.4% 23,946 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.41% No change 23,868 $1.4M
China Universal Asset Management Co., Ltd. 0.13% Add +52.2% 23,862 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +17.9% 23,821 $1.3M
Squarepoint Ops LLC 0.00% Reduce -52.2% 23,545 $1.3M
Texas Yale Capital Corp. 0.05% Add +13.1% 23,490 $1.3M
AE Wealth Management LLC 0.01% Add +40.1% 23,463 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -7.4% 23,414 $1.3M
Argent Trust Co 0.05% Add +10.9% 23,354 $1.3M
United Asset Strategies, Inc. 0.12% Add +6.4% 23,211 $1.3M
Resonant Capital Advisors, LLC 0.09% Reduce -0.8% 23,198 $1.3M
Andra AP-fonden 0.02% New 23,100 $1.3M
Lido Advisors, LLC 0.01% Add +32.4% 22,913 $1.3M
Promus Capital, LLC 0.98% Add +5.8% 22,866 $1.3M
Union Bancaire Privee, UBP SA 0.03% Add +80.3% 24,281 $1.3M
Triangle Securities Wealth Management 0.33% Add +19.7% 22,717 $1.3M
Quadrant Capital Group LLC 0.05% Add +195.7% 22,151 $1.3M
Freestone Grove Partners LP 0.01% New 21,944 $1.2M
Phoenix Financial Ltd. 0.02% Add +392.8% 21,834 $1.2M
Nicolet Advisory Services, LLC 0.12% Add +11.6% 21,111 $1.2M
Intrust Bank NA 0.12% Reduce -2.3% 21,880 $1.2M
ASR Vermogensbeheer N.V. 0.02% — 21,855 $1.2M
Navellier & Associates Inc. 0.17% Reduce -25.3% 20,011 $1.2M
Banco Santander, S.A. 0.01% Reduce -6.0% 21,372 $1.2M
Meeder Asset Management Inc. 0.08% Add +4252.4% 21,327 $1.2M
Advisors Asset Management, Inc. 0.02% Add +12.0% 21,313 $1.2M
Mutual Advisors, LLC 0.03% Add +7.1% 19,609 $1.2M
Wedmont Private Capital 0.06% Add +13.6% 19,767 $1.2M
Certuity, LLC 0.12% Add +4.3% 20,733 $1.2M
Western Financial Corp 0.67% Add +0.1% 20,512 $1.2M
Susquehanna Fundamental Investments, LLC 0.02% Reduce -28.8% 20,500 $1.2M
Clearstead Advisors, LLC 0.02% Add +503.7% 20,398 $1.2M
Howard Capital Management, LLC 0.03% Reduce -13.5% 20,390 $1.2M
GAMMA Investing LLC 0.09% Add +21.5% 20,352 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -9.1% 20,337 $1.2M
Hilltop Holdings Inc. 0.07% Add +7.5% 19,923 $1.1M
Anchor Investment Management, LLC 0.11% Reduce -2.9% 19,912 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.52% Reduce -1.0% 19,849 $1.1M
United Services Automobile Association 0.03% No change 20,258 $1.1M
Meeder Advisory Services, Inc. 0.07% Add +5.0% 19,718 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +6.2% 19,656 $1.1M
JGP Wealth Management, LLC 0.14% Reduce -4.1% 19,336 $1.1M
Rodgers Brothers Inc. 0.14% No change 19,204 $1.1M
Systematic Alpha Investments, LLC 0.04% No change 18,972 $1.1M
Prudential PLC 0.01% Add +12.7% 18,915 $1.1M
Conestoga Capital Advisors, LLC 0.02% No change 18,891 $1.1M
Avity Investment Management Inc. 0.09% No change 18,800 $1.1M
Duncan Williams Asset Management, LLC 0.38% Add +25.1% 18,781 $1.1M
Northwest & Ethical Investments L.P. 0.03% Add +256.6% 18,788 $1.1M
Novem Group 0.15% Add +30.4% 18,687 $1.1M
Regions Financial Corp. 0.01% Add +6.7% 18,548 $1.0M
Tritonpoint Wealth, LLC 0.10% Add +1.6% 18,541 $1.0M
Exchange Traded Concepts, LLC 0.02% Reduce -11.9% 18,475 $1.0M
Signaturefd, LLC 0.02% Add +4.6% 18,343 $1.0M
TD Private Client Wealth LLC 0.03% Reduce -9.6% 18,255 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +8.4% 18,202 $1.0M
Bleakley Financial Group, LLC 0.03% Add +8.6% 17,983 $1.0M
Greenleaf Trust 0.01% Add +3.9% 17,951 $1.0M
Petrus Trust Company, LTA 0.09% New 17,563 $994K
Altfest L J & Co. Inc. 0.12% Reduce -0.1% 17,142 $970K
Vestcor Inc 0.03% Add +0.2% 17,109 $968K
Hills Bank & Trust Co 0.07% Add +0.6% 16,977 $961K
Chatham Capital Group, Inc. 0.16% No change 16,960 $960K
VCI Wealth Management LLC 0.40% New 16,912 $957K
SYM FINANCIAL Corp 0.12% Reduce -3.5% 16,788 $950K
Premier Path Wealth Partners, LLC 0.15% Add +1.7% 16,669 $943K
First National Bank of Hutchinson 0.62% Reduce -3.0% 16,652 $942K
J. Safra Sarasin Holding AG 0.02% Reduce -15.8% 16,536 $936K
Montag & Caldwell, LLC 0.22% No change 16,466 $932K
Kestra Private Wealth Services, LLC 0.02% Add +14.7% 16,453 $931K
Fidelis Capital Partners, LLC 0.10% Reduce -3.6% 15,242 $928K
Nomura Holdings Inc. 0.01% Reduce -82.9% 16,378 $927K
Daiichi Life Insurance Co., Ltd. 0.03% No change 16,316 $923K
Johnson Investment Counsel Inc. 0.01% Add +4.9% 16,065 $909K
Compound Planning, Inc. 0.04% Add +13.2% 16,023 $907K
Builder Investment Group Inc. 0.26% No change 16,000 $905K
Diversify Advisory Services, LLC 0.06% Add +151.5% 14,846 $898K
Banque Cantonale Vaudoise 0.04% — 15,648 $885K
Smart Money Group LLC 0.30% Add +34.7% 15,603 $883K
Tower Research Capital LLC (TRC) 0.03% Reduce -80.8% 15,560 $881K
Mufg Securities Americas Inc. 0.10% Add +19.9% 15,520 $878K
Harfst & Associates, Inc. 0.20% Add +256.6% 15,512 $878K
GW&K Investment Management, LLC 0.01% Reduce -94.0% 15,487 $876K
Everhart Financial Group, Inc. 0.12% Add +1.9% 15,293 $865K
Glenmede Trust Co. NA 0.00% Add +21.8% 15,286 $865K
Crew Capital Management, Ltd 0.69% Add +3.9% 14,994 $849K
Sagespring Wealth Partners, LLC 0.02% Add +11.4% 14,965 $847K
Brighton Jones LLC 0.03% Add +3.6% 14,729 $834K
Headlands Technologies LLC 0.09% Reduce -52.0% 14,687 $831K
STF Management LP 0.39% Reduce -0.3% 14,491 $820K
Empirical Asset Management, LLC 0.28% Add +7.9% 14,399 $815K
Dynasty Wealth Management, LLC 0.01% Add +2.2% 14,394 $815K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.7% 14,386 $814K
Buckhead Capital Management LLC 0.26% Add +0.6% 14,386 $814K
DRW Securities, LLC 0.07% Add +100.2% 14,316 $810K
PAX Financial Group, LLC 0.14% Add +0.3% 14,230 $805K
Parallel Advisors, LLC 0.02% Reduce -1.1% 14,177 $802K
Burney Co./ 0.03% Reduce -1.4% 14,170 $802K
Huntington National Bank 0.01% Reduce -2.7% 14,132 $800K
V-Square Quantitative Management LLC 0.12% Reduce -4.4% 14,066 $796K
Rwa Wealth Partners, LLC 0.01% No change 14,003 $792K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.12% No change 14,000 $792K
Level Four Advisory Services, LLC 0.03% Reduce -23.5% 13,968 $790K
Transcend Capital Advisors, LLC 0.06% Add +1.6% 13,941 $789K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +2.1% 13,920 $788K
Mgo One Seven LLC 0.03% Reduce -6.1% 13,916 $788K
Capital Analysts, LLC 0.03% Reduce -3.9% 13,805 $781K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.36% New 13,800 $781K
Monarch Capital Management Inc. 0.22% Add +0.7% 13,761 $779K
Portside Wealth Group, LLC 0.13% Reduce -6.7% 13,709 $776K
Woodmont Investment Counsel LLC 0.06% No change 13,660 $773K
BlueSpruce Investments, LP 0.02% New 13,635 $772K
Financial Advocates Investment Management 0.05% Add +1.6% 13,616 $771K
CHICAGO TRUST Co NA 0.14% No change 13,461 $762K
Smithfield Trust Co 0.04% No change 13,140 $743K
Dogwood Wealth Management LLC 0.39% Add +1.1% 13,095 $741K
CX Institutional 0.03% Reduce -1.1% 13,082 $740K
Clearline Capital LP 0.07% New 12,987 $735K
Independence Bank of Kentucky 0.11% Reduce -0.4% 12,956 $733K
Pandora Wealth, Inc. 0.47% — 12,636 $715K
Horizon Investments, LLC 0.02% Add +5.0% 12,625 $714K
Wbi Investments, LLC 0.19% New 12,617 $714K
GAMCO Investors 0.01% Add +1.8% 12,590 $712K
ABN AMRO Bank N.V. 0.01% Add +41.1% 12,483 $704K
Knights of Columbus Asset Advisors LLC 0.05% Reduce -77.8% 12,433 $704K
GMO 0.00% New 12,400 $702K
ICICI Prudential Asset Management Co Ltd 0.09% Reduce -1.2% 12,391 $701K
Wedbush Securities Inc. 0.03% Reduce -1.4% 12,387 $701K
Jones Financial Companies LLLP 0.00% Add +79.2% 12,595 $695K
Renasant Bank 0.46% Add +24.1% 12,279 $695K
Applied Capital LLC 0.55% Reduce -0.4% 12,175 $689K
Oarsman Capital, Inc. 0.12% Reduce -5.0% 12,158 $688K
Dorsey & Whitney Trust CO LLC 0.04% Add +0.1% 12,004 $679K
American Trust 0.17% Add +4.0% 12,002 $679K
Palogic Value Management, L.P. 0.31% No change 12,000 $679K
Pinnacle Associates Ltd. 0.01% Reduce -2.7% 11,888 $673K
Corient IA LP 0.48% — 11,825 $669K
Prospera Financial Services Inc 0.02% Add +7.0% 11,824 $669K
Weiss Asset Management LP 0.03% New 11,711 $663K
Wealthspire Advisors, LLC 0.00% Add +69.6% 11,596 $656K
CNB Bank 0.33% Add +11.1% 11,563 $654K
Silver Oak Securities, Incorporated 0.06% Add +8.9% 11,785 $650K
AlphaQuest LLC 0.07% Add +1796.7% 11,399 $645K
Haverford Trust Co 0.01% Reduce -0.2% 11,399 $645K
Tounjian Advisory Partners, LLC 0.12% — 11,220 $635K
Algert Global LLC 0.02% Add +122.6% 11,185 $633K
Raiffeisen Bank International AG 0.01% Add +36.7% 11,399 $629K
S-Bank Fund Management Ltd 0.12% — 11,054 $626K
Clarus Group, Inc. 0.24% Reduce -14.8% 11,025 $624K
Sompo Asset Management Co., Ltd. 0.11% Add +15.5% 10,860 $615K
CTC Alternative Strategies, Ltd. 0.74% New 10,700 $606K
Sowell Financial Services LLC 0.03% New 10,678 $604K
DDD Partners, LLC 0.07% Add +0.1% 10,649 $603K
Wambolt & Associates, LLC 0.21% Reduce -0.4% 10,522 $602K
Wallace Advisory Group, LLC 0.42% Reduce -1.0% 10,466 $601K
First Horizon Advisors, Inc. 0.02% Reduce -4.2% 10,551 $597K
Covenant Partners, LLC 0.19% No change 10,466 $592K
Nicholas Hoffman & Company, LLC. 0.02% Add +4.2% 10,400 $589K
Ostrum Asset Management 0.03% Reduce -2.6% 10,374 $587K
D.A. Davidson & Co. 0.00% Add +18.9% 10,369 $587K
Legacy Capital Group California, Inc. 0.20% Reduce -1.3% 10,343 $585K
Fifth Third Wealth Advisors LLC 0.03% Add +12.0% 10,332 $585K
Venturi Wealth Management, LLC 0.03% Add +7.8% 10,272 $581K
HighPoint Advisor Group LLC 0.03% Reduce -2.3% 9,522 $576K
LMR Partners LLP 0.02% Reduce -54.0% 10,119 $573K
Regal Investment Advisors LLC 0.05% Reduce -15.1% 10,101 $572K
Unique Wealth, LLC 0.11% Add +70.9% 10,011 $567K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 10,003 $566K
Mather Group, Llc. 0.01% Reduce -3.3% 9,980 $565K
Enhancing Capital LLC 0.45% Add +0.9% 9,979 $565K
OneDigital Investment Advisors LLC 0.01% Reduce -40.2% 9,955 $563K
Second Half Financial Partners, LLC 0.28% Add +27.8% 9,902 $560K
Rathbones Group PLC 0.00% Add +16.2% 9,882 $559K
Neo Ivy Capital Management 0.18% New 9,870 $559K
Pitcairn Co. 0.03% Add +0.5% 9,758 $552K
Legacy Private Trust Co. 0.04% Reduce -11.4% 9,687 $548K
Schechter Investment Advisors, LLC 0.04% Reduce -25.4% 9,613 $544K
Nicolet Bankshares Inc. 0.11% No change 9,544 $540K
Glenview Trust Co 0.01% Add +3.0% 9,499 $538K
United Advisor Group, LLC 0.11% Add +5.4% 9,484 $537K
Chicago Partners Investment Group LLC 0.02% Add +32.6% 8,712 $534K
HBW Advisory Services LLC 0.08% Add +32.3% 9,412 $533K
Yorktown Management & Research Co Inc 0.58% No change 9,400 $532K
Northwest Wealth Management, LLC 0.11% Reduce -0.1% 9,328 $528K
SCS Capital Management LLC 0.01% New 9,322 $528K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.3% 9,273 $525K
Sovereign's Capital Management, LLC 0.31% Add +14.6% 9,218 $522K
Solano Wealth Investment Advisors LLC 0.32% No change 9,150 $518K
Studio Investment Management LLC 0.11% Add +0.1% 9,128 $517K
EP Wealth Advisors, LLC 0.00% Reduce -6.4% 9,098 $515K
NorthRock Partners, LLC 0.02% Reduce -2.8% 9,056 $512K
CreativeOne Wealth, LLC 0.02% Reduce -4.6% 9,029 $511K
Maripau Wealth Management LLC 0.29% Add +32.3% 8,988 $509K
D.B. Root & Company, LLC 0.16% Reduce -2.5% 8,947 $506K
Natixis 0.00% New 8,966 $504K
Forum Financial Management, LP 0.01% Add +59.9% 8,831 $500K
Trueblood Wealth Management, LLC 0.23% No change 8,828 $500K
Cigna Investments Inc. 0.09% Reduce -1.0% 8,769 $496K
Councilor Wealth, LLC 0.25% No change 8,744 $495K
Gries Financial LLC 0.10% Reduce -0.7% 8,740 $495K
Evergreen Capital Management LLC 0.02% Reduce -4.7% 8,737 $494K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.5% 8,684 $491K
State of Wyoming 0.07% Add +1.0% 8,662 $490K
Hardy Reed LLC 0.04% No change 8,574 $485K
LBP Am SA 0.01% New 8,509 $482K
NewEdge Wealth, LLC 0.01% Reduce -21.6% 8,452 $478K
Commerzbank Aktiengesellschaft 0.01% No change 8,417 $477K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +0.0% 8,270 $473K
Drake & Associates, LLC 0.13% Add +13.1% 8,360 $473K
Beaumont Financial Advisors, LLC 0.04% Add +0.5% 8,354 $473K
Stiles Financial Services Inc 0.18% Reduce -2.6% 8,330 $471K
Arax Advisory Partners 0.03% Reduce -15.2% 8,268 $468K
Independent Advisor Alliance 0.02% Reduce -29.3% 8,229 $466K
Savant Capital, LLC 0.00% Reduce -6.0% 8,199 $464K
Whalen Wealth Management Inc. 0.31% New 8,183 $463K
Rehmann Capital Advisory Group 0.03% Add +8.1% 8,183 $463K
Waverly Advisors, LLC 0.01% Reduce -5.3% 8,141 $461K
Enterprise Financial Services Corp 0.27% Reduce -1.7% 8,074 $457K
BlackDiamond Wealth Management, LLC 0.31% Reduce -24.7% 7,417 $456K
Trust Point Inc. 0.04% Reduce -11.9% 8,040 $455K
Paragon Financial Partners, Inc. 0.35% No change 8,000 $453K
Panoramic Capital Partners, LLC 0.47% Reduce -1.6% 8,290 $453K
Ipswich Investment Management Co., Inc. 0.11% Add +51.0% 7,990 $452K
MassMutual Private Wealth & Trust, FSB 0.01% Add +8.7% 7,988 $452K
Allen Capital Group, LLC 0.05% Add +13.6% 7,959 $450K
Outlook Wealth Advisors, LLC 0.12% Add +0.7% 7,881 $446K
YHB Investment Advisors, Inc. 0.04% No change 7,856 $445K
Delta Financial Group, Inc. 0.10% No change 8,068 $444K
Johnson Financial Group, Inc. 0.02% Reduce -7.8% 7,731 $437K
Pacific Center for Financial Services 0.12% No change 7,729 $437K
Advisors Capital Management, LLC 0.01% Add +5.9% 7,490 $424K
Engineers Gate Manager LP 0.01% New 7,401 $419K
Somerville Kurt F 0.07% New 7,400 $419K
Legacy Capital Wealth Partners, LLC 0.10% Add +3.5% 7,382 $418K
Journey Strategic Wealth LLC 0.01% Add +1.1% 7,353 $416K
Harvey Investment Co. LLC 0.05% No change 7,305 $413K
BSW Wealth Partners 0.06% Reduce -0.1% 7,268 $411K
Triad Wealth Partners, LLC 0.13% Add +7.4% 7,241 $410K
Baker Tilly Wealth Management, LLC 0.16% Add +1.2% 7,211 $408K
Sheaff Brock Investment Advisors, LLC 0.04% Add +1.3% 7,199 $407K
Asahi Life Asset Management Co., LTD. 0.26% New 7,130 $403K
Diversified Enterprises, LLC 0.03% New 7,108 $402K
Alliance Wealth Advisors, LLC 0.10% Reduce -6.0% 7,087 $401K
ICW Investment Advisors LLC 0.16% Add +0.6% 7,078 $401K
Fullerton Fund Management Co Ltd. 0.03% New 6,948 $393K
Lindbrook Capital, LLC 0.04% Add +15.6% 6,942 $393K
West Coast Financial LLC 0.04% Add +9.6% 6,792 $384K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +4.0% 6,789 $384K
First Heartland Consultants, Inc. 0.04% Add +6.5% 6,770 $383K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 6,770 $383K
Cynosure Group, LLC 0.05% Add +19.9% 6,763 $383K
Impact Capital Partners LLC 0.14% Add +1.3% 6,714 $380K
Alps Advisors Inc. 0.00% Reduce -7.4% 6,681 $378K
Janney Capital Management LLC 0.03% No change 6,672 $378K
Farther Finance Advisors, LLC 0.01% Add +0.7% 6,514 $373K
Rice Partnership, LLC 0.08% Reduce -6.5% 6,520 $369K
Legacy Wealth Asset Management, LLC 0.10% Reduce -1.9% 6,474 $366K
J2 Capital Management Inc 0.34% Reduce -1.2% 6,468 $366K
Valeo Financial Advisors, LLC 0.01% Add +13.7% 6,462 $366K
Checchi Capital Advisers, LLC 0.03% Add +0.3% 6,312 $357K
MBE Wealth Management, LLC 0.17% New 6,306 $357K
Callan Family Office, LLC 0.03% Add +0.9% 6,286 $356K
Acropolis Investment Management, LLC 0.02% Reduce -1.6% 6,237 $353K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 6,234 $353K
NBT Bank, N.A. 0.03% New 6,225 $352K
Retirement Planning Group, LLC 0.02% Add +0.6% 6,189 $350K
Quent Capital, LLC 0.04% Reduce -0.9% 6,156 $348K
Smartleaf Asset Management LLC 0.03% Reduce -19.8% 6,195 $342K
Syon Capital LLC 0.03% Reduce -7.2% 5,998 $339K
Alpha Zero LLC 0.26% Reduce -13.6% 5,993 $339K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.9% 5,982 $339K
One Plus One Wealth Management, LLC 0.18% No change 5,930 $336K
KFG Wealth Management, LLC 0.06% Add +6.4% 5,915 $335K
MBB Public Markets I LLC 0.04% New 5,894 $334K
Eventide Asset Management, LLC 0.01% New 5,999 $331K
Prosperity Consulting Group, LLC 0.03% Reduce -10.1% 5,845 $331K
Brooklyn Investment Group 0.07% Add +4.0% 5,780 $327K
Quotient Wealth Partners, LLC 0.01% Add +14.8% 5,753 $326K
Howland Capital Management LLC 0.01% No change 5,724 $324K
Octavia Wealth Advisors, LLC 0.04% Reduce -3.9% 5,687 $322K
Inspire Investing, LLC 0.04% Reduce -75.0% 5,643 $319K
Northeast Investment Management 0.01% No change 5,624 $318K
Peregrine Capital Management LLC 0.01% No change 5,569 $315K
Axq Capital, LP 0.13% Reduce -54.4% 5,568 $315K
RBA Wealth Management, LLC 0.12% No change 5,556 $314K
Sunburst Financial Group, LLC 0.08% Add +55.9% 5,544 $314K
Bingham Private Wealth, LLC 0.32% Add +16.7% 5,516 $312K
Stonegate Investment Group, LLC 0.01% Reduce -3.3% 5,514 $312K
Alpha Family Trust 0.18% No change 5,510 $312K
Wealth Alliance, LLC 0.04% Add +8.5% 5,507 $312K
Claret Asset Management Corp 0.06% Add +1.4% 5,472 $310K
Keel Point, LLC 0.02% Reduce -5.8% 5,471 $310K
IHT Wealth Management, LLC 0.01% Reduce -7.7% 5,468 $310K
Jacobi Capital Management LLC 0.02% Add +9.4% 5,414 $306K
Summit Financial, LLC 0.01% Reduce -1.5% 5,398 $305K
Spinnaker Trust 0.02% No change 5,397 $305K
AlphaCore Capital LLC 0.03% New 5,307 $300K
Boston Family Office LLC 0.02% No change 5,300 $300K
George Kaiser Family Foundation 0.04% New 5,218 $295K
Prescott Group Capital Management, L.L.C. 0.04% New 5,218 $295K
Kestra Investment Management, LLC 0.01% Reduce -43.5% 5,211 $295K
MBL Wealth, LLC 0.03% Add +1.9% 5,203 $294K
Brown Miller Wealth Management, LLC 0.10% Add +8.2% 5,194 $294K
Matrix Private Capital Group LLC 0.17% Reduce -23.2% 5,168 $292K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.1% 5,116 $290K
Optiver Holding B.V. 0.01% New 5,109 $289K
Great Diamond Partners, LLC 0.08% Reduce -6.5% 5,083 $288K
PDS Planning, Inc 0.02% Add +9.2% 5,083 $288K
Center For Asset Management LLC 0.17% Add +6.0% 5,006 $283K
Osborne Partners Capital Management, LLC 0.02% Reduce -1.9% 4,990 $282K
Western Wealth Management, LLC 0.02% Add +4.0% 4,985 $282K
GTS Securities LLC 0.01% New 4,962 $281K
Leavell Investment Management, Inc. 0.01% Add +2.0% 4,937 $279K
Koshinski Asset Management, Inc. 0.02% Add +0.1% 4,933 $279K
ICONIQ Capital, LLC 0.00% Add +32.5% 4,928 $279K
Legacy Trust 0.07% No change 4,924 $279K
Axxcess Wealth Management, LLC 0.01% Reduce -0.2% 4,851 $275K
Drive Wealth Management, LLC 0.06% Reduce -3.4% 4,839 $274K
Allen Investment Management, LLC 0.00% No change 4,808 $272K
XTX Topco Ltd 0.01% Reduce -84.7% 4,798 $272K
Fiduciary Trust Co 0.00% Add +30.7% 4,797 $271K
Perigon Wealth Management, LLC 0.01% Add +3.4% 4,760 $269K
Empower Advisory Group, LLC 0.00% Add +17.7% 4,760 $269K
Cable Hill Partners, LLC 0.03% Add +0.5% 4,407 $269K
Simmons Bank 0.02% No change 4,728 $268K
Panagora Asset Management Inc. 0.00% No change 4,725 $267K
Holderness Investments Co. 0.06% Reduce -3.6% 4,700 $266K
Fiduciary Alliance LLC 0.03% Add +0.3% 4,659 $264K
Inceptionr LLC 0.08% New 4,656 $263K
FSM Wealth Advisors, LLC 0.06% Add +4.9% 4,649 $263K
Wesbanco Bank Inc. 0.01% Add +5.9% 4,646 $263K
Everpar Advisors LLC 0.14% Reduce -3.7% 4,634 $262K
AMG National Trust Bank 0.01% Add +30.9% 4,602 $260K
IFC Advisors LLC 0.05% New 4,575 $259K
Graypoint LLC 0.02% Add +8.3% 4,564 $258K
Meridian Wealth Management, LLC 0.01% Reduce -1.7% 4,539 $257K
TD Waterhouse Canada Inc. 0.00% Reduce -1.4% 4,475 $256K
Q3 Asset Management 0.17% New 4,509 $255K
ABLE Financial Group, LLC 0.07% No change 4,504 $255K
Alta Advisers Ltd 0.11% New 4,502 $255K
Cushing Capital Partners, LLC 0.23% New 4,498 $255K
Texas Capital Bank Wealth Management Services Inc 0.03% New 4,437 $251K
Meadow Creek Wealth Advisors LLC 0.19% Add +0.3% 4,430 $251K
Clearstead Trust, LLC 0.06% Add +15.2% 4,430 $251K
Ferguson Wellman Capital Management, Inc. 0.00% New 4,424 $250K
Covestor Ltd 0.16% Reduce -0.6% 4,314 $244K
FourThought Financial Partners, LLC 0.03% Reduce -6.4% 4,308 $244K
Concurrent Investment Advisors, LLC 0.01% Reduce -24.2% 4,274 $242K
GeoWealth Management, LLC 0.01% Reduce -5.2% 4,252 $241K
Capital Planning Advisors, LLC 0.04% Add +0.5% 4,250 $241K
Forte Capital LLC 0.03% No change 4,240 $240K
TrueWealth Advisors, LLC 0.08% Add +0.1% 4,238 $240K
SBI Securities Co., Ltd. 0.01% Reduce -11.4% 4,221 $239K
Cherrydale Wealth Management, LLC 0.09% No change 4,208 $238K
Bank of Hawaii 0.01% No change 4,200 $238K
Flagship Harbor Advisors, LLC 0.01% Reduce -2.8% 4,167 $236K
Clarius Group, LLC 0.01% Reduce -1.5% 4,147 $235K
Private Trust Co. NA 0.02% Add +16.5% 4,142 $234K
Nixon Peabody Trust Co. 0.02% Add +5.0% 4,108 $232K
Vista Capital Partners, Inc. 0.03% Reduce -0.6% 4,104 $232K
Prime Capital Investment Advisors, LLC 0.00% New 4,101 $232K
Brookstone Capital Management 0.00% Add +0.3% 4,095 $232K
Proficio Capital Partners LLC 0.02% Add +0.1% 4,081 $231K
Auxano Advisors, LLC 0.06% Add +1.9% 4,072 $230K
EverSource Wealth Advisors, LLC 0.01% Add +49.3% 4,062 $230K
Sierra Legacy Group 0.21% New 4,000 $226K
Register Financial Advisors LLC 0.12% No change 4,000 $226K
Leisure Capital Management 0.09% No change 4,000 $226K
SteelPeak Wealth, LLC 0.01% Add +0.6% 3,995 $226K
Lion Street Advisors, LLC 0.07% Reduce -1.8% 3,994 $226K
Moloney Securities Asset Management, LLC 0.03% Add +3.1% 3,963 $224K
Hamilton Wealth, LLC 0.05% New 3,945 $223K
Conning Inc. 0.01% No change 3,942 $223K
Crux Wealth Advisors 0.12% No change 3,928 $222K
Ascent Group, LLC 0.01% New 3,897 $221K
Ashton Thomas Private Wealth, LLC 0.01% New 3,860 $218K
Physician Wealth Advisors, Inc. 0.04% Add +1.6% 3,780 $214K
Avantra Family Wealth, Inc. 0.20% Reduce -0.5% 3,770 $213K
L2 Asset Management, LLC 0.04% New 3,760 $213K
Beacon Capital Management, LLC 0.03% Reduce -0.5% 3,720 $211K
Plancorp, LLC 0.01% Add +3.9% 3,714 $210K
Soltis Investment Advisors LLC 0.02% New 3,699 $209K
First Citizens Bank & Trust Co. 0.01% Reduce -57.2% 3,692 $209K
Blue Square Asset Management, LLC 0.11% No change 3,664 $207K
Brogan Financial, Inc. 0.10% New 3,659 $207K
Hamilton Point Investment Advisors, LLC 0.04% No change 3,652 $207K
180 Wealth Advisors, LLC 0.03% Reduce -77.1% 3,642 $206K
Canopy Partners, LLC 0.08% Reduce -0.4% 3,620 $205K
Frank, Rimerman Advisors LLC 0.02% Reduce -8.9% 3,611 $204K
Fielder Capital Group LLC 0.06% Reduce -0.6% 3,581 $203K
Flputnam Investment Management Co. 0.00% Reduce -6.3% 3,569 $202K
Aaron Wealth Advisors LLC 0.02% Reduce -26.8% 3,544 $201K
Cary Street Partners Investment Advisory LLC 0.12% New 3,535 $200K
Zions Bancorporation, National Association 0.01% — 3,422 $194K
Liberty One Investment Management, LLC 0.02% Add +14.8% 3,404 $193K
Catalyst Capital Advisors LLC 0.00% Add +3.7% 3,339 $189K
Capital A Wealth Management, LLC 0.19% No change 3,250 $184K
CENTRAL TRUST Co 0.00% Reduce -0.9% 3,159 $179K
eCIO, Inc. 0.07% — 3,063 $173K
CI Investments Inc. 0.00% Add +6.9% 3,059 $173K
1620 Investment Advisors, Inc. 0.13% Reduce -2.3% 2,929 $166K
Western Pacific Wealth Management, LP 0.15% Add +6.5% 2,838 $161K
Evergreen Private Wealth LLC 0.07% Add +0.1% 2,748 $156K
Hemington Wealth Management 0.02% Add +3.7% 2,747 $155K
Farmers & Merchants Investments Inc. 0.00% No change 2,560 $145K
Cromwell Holdings LLC 0.09% No change 2,472 $140K
WPG Advisers, LLC 0.13% Add +0.0% 2,445 $138K
Sentry Investment Management LLC 0.09% Reduce -23.0% 2,507 $136K
Parkside Financial Bank & Trust 0.02% Add +3.5% 2,403 $136K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 2,323 $131K
Legacies Wealth LLC 0.10% No change 2,311 $131K
YANKCOM Partnership 0.07% Add +6.6% 2,232 $126K
Manchester Capital Management LLC 0.01% Add +6.8% 2,117 $120K
Ridgewood Investments LLC 0.05% Add +5.2% 2,031 $115K
Trust Co 0.01% Add +2.0% 2,029 $115K
Colonial Trust Co / SC 0.02% Reduce -12.4% 1,948 $110K
Winnacle Wealth LLC 0.10% Add +0.2% 1,929 $109K
Cheviot Value Management, LLC 0.01% New 1,786 $109K
Larson Financial Group LLC 0.01% Add +76.0% 1,852 $105K
Atwood & Palmer Inc. 0.01% New 1,803 $102K
Hollencrest Capital Management 0.00% No change 1,744 $99K
Colonial Trust Advisors 0.01% New 1,650 $93K
Blue Trust, Inc. 0.00% Add +13.1% 1,510 $85K
IMA Advisory Services, Inc. 0.01% New 1,430 $81K
Park Square Financial Group, LLC 0.06% No change 1,426 $81K
Harbour Investments, Inc. 0.00% Reduce -4.2% 1,357 $77K
Proathlete Wealth Management LLC 0.03% New 1,348 $76K
Mechanics Financial Corp 0.03% New 1,340 $76K
Nkcfo LLC 0.03% Reduce -47.8% 1,305 $74K
IFP Advisors, Inc 0.00% Add +0.7% 1,304 $74K
Golden State Wealth Management, LLC 0.01% No change 1,276 $72K
MV Capital Management, Inc. 0.01% No change 1,240 $70K
E Fund Management (Hong Kong) Co., Ltd. 0.06% Reduce -27.5% 1,235 $70K
Continuum Advisory, LLC 0.01% Reduce -4.9% 1,155 $65K
Wayfinding Financial, LLC 0.03% New 1,161 $65K
Creative Financial Designs Inc. 0.01% Add +2.1% 1,131 $64K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,120 $63K
Geneos Wealth Management Inc. 0.00% Add +365.8% 1,118 $63K
HM Payson & Co. 0.00% No change 1,116 $63K
Tobam 0.03% Reduce -28.2% 1,090 $62K
Retirement Wealth Solutions LLC 0.05% Add +9.0% 1,065 $60K
Plante Moran Financial Advisors, LLC 0.01% No change 1,052 $60K
Rothschild Investment LLC 0.00% Add +11.5% 1,035 $59K
CVA Family Office, LLC 0.01% Reduce -11.6% 1,030 $58K
Clark Wealth Partners 0.04% No change 1,026 $58K
Harbor Investment Advisory, LLC 0.01% No change 970 $55K
Kings Path Partners LLC 0.03% No change 968 $55K
Flaharty Asset Management, LLC 0.01% New 940 $53K
Riverview Trust Co 0.05% Reduce -1.9% 936 $53K
TFC Financial Management, Inc. 0.01% No change 924 $52K
Curio Wealth, LLC 0.03% Reduce -99.9% 1 $52K
Core Alternative Capital 0.01% No change 912 $52K
Marshall & Sterling Wealth Advisors Inc. 0.03% Add +14.9% 908 $51K
Centerpoint Advisors, LLC 0.02% No change 910 $51K
Cornerstone Planning Group LLC 0.01% Add +51.3% 829 $51K
Barrett & Company, Inc. 0.02% No change 890 $50K
Versant Capital Management, Inc 0.01% Add +1567.9% 884 $50K
Anfield Capital Management, LLC 0.02% No change 876 $50K
C M Bidwell & Associates Ltd. 0.03% No change 872 $49K
Itau Unibanco Holding S.A. 0.00% Reduce -10.3% 822 $47K
Aventura Private Wealth, LLC 0.02% No change 806 $46K
DT Investment Partners, LLC 0.00% No change 804 $45K
Perkins Coie Trust Co 0.01% No change 792 $45K
SouthState Bank Corp 0.00% New 787 $45K
SJS Investment Consulting Inc. 0.01% Reduce -46.2% 786 $44K
Financial Network Wealth Advisors LLC 0.06% Add +152.6% 783 $44K
True Wealth Design, LLC 0.02% Add +8.0% 728 $41K
Fortitude Family Office, LLC 0.01% No change 694 $39K
Quarry LP 0.01% Add +26.4% 679 $38K
Salomon & Ludwin, LLC 0.00% No change 669 $38K
Trust Co. of Vermont 0.00% Reduce -29.5% 665 $38K
Accent Capital Management, LLC 0.02% New 644 $36K
Pflug Koory, LLC 0.02% No change 600 $34K
Intelligent Financial Strategies 0.02% No change 575 $33K
Bell Investment Advisors, Inc 0.01% No change 538 $30K
HHM Wealth Advisors, LLC 0.00% Reduce -7.9% 535 $30K
Optimum Investment Advisors 0.01% No change 512 $29K
SRH Advisors, LLC 0.01% No change 496 $28K
Rise Advisors, LLC 0.01% Reduce -0.8% 491 $28K
Private Wealth Asset Management, LLC 0.00% — 489 $28K
JFS Wealth Advisors, LLC 0.00% Add +2.1% 486 $28K
ORG Partners LLC 0.01% Reduce -90.2% 469 $27K
Cloud Capital Management, LLC 0.02% — 476 $26K
Sierra Ocean, LLC 0.02% No change 418 $24K
Eastern Bank 0.00% Reduce -65.9% 408 $23K
Rakuten Securities, Inc. 0.01% Add +374.1% 403 $23K
West Branch Capital LLC 0.01% No change 400 $23K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 392 $22K
2UniFi Bank 0.01% No change 400 $22K
CoreCap Advisors, LLC 0.00% Add +20.7% 362 $20K
AdvisorNet Financial, Inc 0.00% Add +0.8% 361 $20K
Private Wealth Management Group, LLC 0.01% Add +26.1% 358 $20K
Truvestments Capital LLC 0.00% Reduce -12.6% 347 $20K
Saudi Central Bank 0.10% New 341 $19K
Grove Bank & Trust 0.00% No change 320 $18K
Accredited Wealth Management, LLC 0.02% New 316 $18K
Arlington Trust Co LLC 0.00% No change 304 $17K
LRI Investments, LLC 0.00% Add +17.5% 302 $17K
Pinnacle Bancorp, Inc. 0.01% Reduce -43.0% 301 $17K
Evelyn Partners Investment Management LLP 0.00% No change 300 $17K
Sandy Spring Bank 0.00% Reduce -37.3% 296 $17K
PFS Partners, LLC 0.01% No change 290 $16K
Key Financial Inc 0.00% No change 281 $16K
Osterweis Capital Management Inc. 0.00% Add +3.9% 270 $15K
NewSquare Capital LLC 0.00% Add +293.9% 260 $15K
Bogart Wealth, LLC 0.00% Reduce -31.8% 259 $15K
Hughes Financial Services, LLC 0.00% New 244 $14K
BNP Paribas 0.00% New 1 $13K
Cranbrook Wealth Management, LLC 0.00% No change 217 $12K
Capital Advisors, Ltd. LLC 0.00% Add +27.3% 205 $12K
City Holding Co. 0.00% New 208 $12K
Operose Advisors LLC 0.00% New 204 $12K
Dunhill Financial, LLC 0.01% Reduce -4.7% 203 $11K
Westside Investment Management, Inc. 0.00% No change 200 $11K
Noble Wealth Management PBC 0.01% New 200 $11K
City State Bank 0.00% No change 200 $11K
Carolina Wealth Advisors, LLC 0.01% No change 198 $11K
Cary Street Partners Financial LLC 0.00% New 194 $11K
McIlrath & Eck, LLC 0.00% No change 180 $10K
Security National Bank 0.00% No change 175 $10K
Raffa Wealth Management, LLC 0.00% No change 172 $10K
NFSG Corp 0.00% Reduce -91.9% 166 $9K
Cullen/Frost Bankers, Inc. 0.00% Add +6.4% 166 $9K
Valued Wealth Advisors LLC 0.01% No change 162 $9K
Hurley Capital, LLC 0.01% No change 160 $9K
Stuart Chaussee & Associates, Inc. 0.00% No change 160 $9K
Motco 0.00% No change 160 $9K
Avion Wealth 0.00% No change 170 $9K
FSA Wealth Management LLC 0.00% Add +18.2% 156 $9K
Archer Investment Corp 0.00% No change 140 $8K
CSS LLC 0.00% New 140 $8K
Atlas Capital Advisors Inc. 0.00% No change 136 $8K
Centricity Wealth Management, LLC 0.01% No change 128 $7K
Frazier Financial Advisors, LLC 0.01% No change 126 $7K
Abound Wealth Management 0.00% Reduce -28.2% 122 $7K
Bellevue Asset Management, LLC 0.00% No change 122 $7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -45.7% 113 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -11.8% 119 $7K
Whipplewood Advisors, LLC 0.00% Add +23.5% 105 $7K
Concord Wealth Partners 0.00% No change 110 $6K
Plato Investment Management Ltd 0.00% Add +188.9% 104 $6K
First United Bank & Trust 0.00% New 103 $6K
Red Tortoise LLC 0.00% No change 92 $5K
Iron Horse Wealth Management, LLC 0.00% No change 92 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.1% 91 $5K
Nova Wealth Management, Inc. 0.00% New 90 $5K
TrinityBridge Ltd 0.00% No change 84 $5K
Tower View Wealth Management LLC 0.00% No change 88 $5K
High Note Wealth, LLC 0.00% No change 84 $5K
South Plains Financial, Inc. 0.00% No change 80 $5K
Synergy Investment Management, LLC 0.00% No change 80 $5K
Princeton Global Asset Management LLC 0.00% No change 80 $5K
St Germain D J Co. Inc. 0.00% New 78 $4K
Parvin Asset Management, LLC 0.00% New 76 $4K
Sittner & Nelson, LLC 0.00% No change 74 $4K
Millstone Evans Group, LLC 0.00% No change 72 $4K
Reyes Financial Architecture, Inc. 0.00% No change 64 $4K
Prestige Wealth Management Group LLC 0.00% No change 64 $4K
Brown, Lisle/Cummings, Inc. 0.00% New 63 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +50.0% 60 $3K
Avalon Trust Co 0.00% No change 56 $3K
Solstein Capital, LLC 0.00% No change 56 $3K
S&T Bank 0.00% New 54 $3K
Creekmur Asset Management LLC 0.00% Reduce -34.1% 54 $3K
Leonteq Securities AG 0.00% New 50 $3K
Sachetta, LLC 0.00% No change 48 $3K
Greenline Partners, LLC 0.00% New 48 $3K
ROSS\JOHNSON & Associates LLC 0.05% New 47 $3K
Redwood Park Advisors LLC 0.00% No change 44 $2K
Wood Tarver Financial Group, LLC 0.00% No change 44 $2K
Global Financial Private Client, LLC 0.00% Reduce -38.6% 43 $2K
Hexagon Capital Partners LLC 0.00% No change 42 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 41 $2K
HighMark Wealth Management LLC 0.00% No change 40 $2K
Financial Gravity Asset Management, Inc. 0.00% — 40 $2K
Activest Wealth Management 0.00% Add +1800.0% 38 $2K
Financial Management Professionals, Inc. 0.00% Reduce -82.7% 38 $2K
Crowley Wealth Management, Inc. 0.00% No change 36 $2K
Richardson Financial Services Inc. 0.00% No change 36 $2K
Longfellow Investment Management Co. LLC 0.00% No change 32 $2K
First Command Advisory Services, Inc. 0.00% New 30 $2K
Principia Wealth Advisory, LLC 0.00% Add +47.4% 28 $2K
WealthTrak Capital Management LLC 0.00% Reduce -42.9% 20 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Painted Porch Advisors LLC 0.00% No change 20 $1K
Bare Financial Services, Inc 0.00% New 20 $1K
Highline Wealth Partners LLC 0.00% Reduce -16.7% 20 $1K
Garde Capital, Inc. 0.00% New 20 $1K
Valley National Advisers Inc. 0.00% New 35 $1K
Asset Dedication, LLC 0.00% New 16 $906
GoalVest Advisory LLC 0.00% New 16 $905
American Capital Advisory, LLC 0.00% New 15 $849
Chesapeake Asset Management LLC 0.00% Add +200.0% 15 $848
Bay Harbor Wealth Management, LLC 0.00% New 15 $848
Bruce G. Allen Investments, LLC 0.00% No change 14 $792
Parkworth Wealth Management, Inc. 0.00% No change 14 $792
Rialto Wealth Management, LLC 0.00% New 12 $680
Rossby Financial, LCC 0.00% New 10 $609
HFM Investment Advisors, LLC 0.00% — 9 $510
Cherry Tree Wealth Management, LLC 0.00% No change 8 $453
Stonebridge Financial Group, LLC 0.00% New 7 $396
Quest 10 Wealth Builders, Inc. 0.00% New 7 $372
Halbert Hargrove Global Advisors, LLC 0.00% New 6 $340
Carolinas Wealth Consulting LLC 0.00% Reduce -98.1% 5 $283
Ancora Advisors LLC 0.00% No change 5 $283
Ruedi Wealth Management, Inc. 0.00% No change 3 $170
Bartlett & Co. Wealth Management LLC 0.00% New 3 $170
Blume Capital Management, Inc. 0.00% New 1 $57
GPS Wealth Strategies Group, LLC 0.00% Reduce -100.0% 1 $57

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