Carlisle CosCSL
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 767 institutions reported holding Carlisle Cos Inc. (CSL) in their 13F filings, up 21 from Q3 2024. 82 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.7B) and Morgan Stanley ($865.2M). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Carlisle Cos Inc.
- CUSIP
- 142339100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $286.8M |
| Exits | 88 | $248.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,815,461 shares bought and 3,371,117 shares sold, net −555,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 767 holders
| Vanguard Group Inc. | 0.03% | Reduce -2.4% | 4,640,902 | $1.7B |
| BlackRock, Inc. | 0.03% | Reduce -5.2% | 4,521,780 | $1.7B |
| Morgan Stanley | 0.06% | Reduce -7.3% | 2,345,648 | $865.2M |
| State Street Corp. | 0.03% | Add +0.2% | 2,201,522 | $812.0M |
| Invesco Ltd. | 0.09% | Add +2.2% | 1,361,672 | $502.2M |
| Franklin Resources Inc. | 0.12% | Add +1.5% | 1,194,220 | $440.5M |
| JPMorgan Chase & Co. | 0.03% | Add +3.1% | 1,134,954 | $418.6M |
| Allspring Global Investments Holdings, LLC | 0.65% | Reduce -0.1% | 1,099,694 | $402.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.1% | 863,192 | $317.9M |
| FMR LLC | 0.02% | Reduce -17.3% | 789,622 | $291.2M |
| Wells Fargo & Company | 0.05% | Add +692.0% | 616,873 | $227.5M |
| Norges Bank | 0.03% | Add +4.3% | 564,188 | $208.1M |
| Fiduciary Management Inc. | 1.86% | Reduce -49.0% | 540,938 | $199.5M |
| Northern Trust Corp. | 0.03% | Add +20.7% | 488,608 | $180.2M |
| Bessemer Group Inc. | 0.28% | Add +0.7% | 465,461 | $171.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.5% | 448,763 | $165.5M |
| Corient Private Wealth LP | 0.27% | Reduce -0.7% | 438,310 | $161.7M |
| Madison Asset Management, LLC | 1.67% | Add +8.1% | 401,822 | $148.2M |
| Madison Investment Advisors, LLC | 1.67% | — | 401,822 | $148.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.4% | 381,768 | $140.8M |
| Truist Financial Corp. | 0.21% | Add +3.9% | 362,695 | $133.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +2.6% | 347,285 | $128.1M |
| Robeco Schweiz AG | 2.70% | Reduce -7.6% | 342,500 | $126.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.26% | Add +5.8% | 335,679 | $123.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.4% | 323,555 | $119.3M |
| Silvercrest Asset Management Group LLC | 0.71% | Reduce -2.3% | 287,783 | $106.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -27.9% | 280,886 | $103.6M |
| TD Asset Management Inc | 0.09% | Reduce -10.8% | 272,649 | $100.6M |
| Royal Bank of Canada | 0.02% | Add +1.4% | 253,427 | $93.5M |
| Janus Henderson Group PLC | 0.05% | Reduce -5.5% | 251,699 | $92.8M |
| Bank of America Corp. | 0.01% | Reduce -8.7% | 243,856 | $89.9M |
| Public Employees Retirement Association of Colorado | 0.34% | Reduce -0.2% | 233,695 | $86.2M |
| Qube Research & Technologies Ltd | 0.13% | Add +511.3% | 216,169 | $79.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -17.9% | 197,357 | $72.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.2% | 183,156 | $67.6M |
| Bahl & Gaynor LLC | 0.35% | Add +2.6% | 179,823 | $66.3M |
| Epoch Investment Partners, Inc. | 0.30% | Add +2.5% | 169,344 | $62.5M |
| Deutsche Bank AG | 0.02% | Add +10.1% | 165,631 | $61.1M |
| Formuepleje A/S | 3.15% | Reduce -9.2% | 158,308 | $58.4M |
| UBS Group AG | 0.01% | Add +71.7% | 158,000 | $58.3M |
| Legal & General Group Plc | 0.02% | Reduce -6.2% | 156,444 | $57.7M |
| Aviva PLC | 0.15% | Add +15.4% | 153,479 | $56.6M |
| Jane Street Group, LLC | 0.09% | Add +208.9% | 152,961 | $56.4M |
| Brown Brothers Harriman & Co. | 0.39% | Reduce -10.4% | 149,581 | $55.2M |
| Point72 Asset Management | 0.15% | New | 149,397 | $55.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +18.8% | 147,621 | $54.4M |
| TOMS Capital Investment Management LP | 6.32% | New | 147,000 | $54.2M |
| FIL Ltd | 0.05% | Reduce -2.6% | 146,591 | $54.1M |
| Zurich Insurance Group Ltd | 0.44% | Reduce -28.4% | 145,107 | $53.5M |
| Caisse de depot et placement du Quebec | 0.11% | Reduce -19.6% | 144,344 | $53.2M |
| AustralianSuper Pty Ltd | 0.25% | Add +732.1% | 142,856 | $52.7M |
| Handelsbanken Fonder AB | 0.20% | Add +8.8% | 141,709 | $52.3M |
| Johnson Investment Counsel Inc. | 0.50% | Reduce -1.5% | 139,015 | $51.3M |
| Natixis Advisors, LLC | 0.09% | Add +0.3% | 136,330 | $50.3M |
| Rhumbline Advisers | 0.04% | Reduce -3.3% | 134,827 | $49.7M |
| Swiss National Bank | 0.03% | Reduce -7.6% | 130,700 | $48.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.9% | 128,209 | $47.3M |
| Robeco Institutional Asset Management B.V. | 0.09% | Reduce -22.3% | 127,205 | $46.9M |
| Bank of Montreal | 0.02% | Add +1.8% | 116,977 | $43.1M |
| Lodge Hill Capital, LLC | 11.69% | New | 115,000 | $42.4M |
| Victory Capital Management Inc. | 0.04% | Add +19.3% | 113,282 | $41.8M |
| First Trust Advisors LP | 0.04% | Add +16.4% | 111,436 | $41.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.8% | 107,242 | $39.6M |
| Aberdeen Group plc | 0.07% | Reduce -27.6% | 101,773 | $37.5M |
| Retirement Systems of Alabama | 0.14% | Reduce -1.1% | 99,534 | $36.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | 2.10% | Add +0.7% | 98,733 | $36.4M |
| Schroder Investment Management Group | 0.03% | Reduce -12.6% | 96,717 | $35.7M |
| Impax Asset Management Group plc | 0.16% | Reduce -12.9% | 94,778 | $35.0M |
| Welch & Forbes LLC | 0.44% | Add +4.3% | 93,248 | $34.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -3.1% | 91,493 | $33.7M |
| Schwartz Investment Counsel Inc. | 1.20% | No change | 90,000 | $33.2M |
| Boston Financial Mangement LLC | 1.00% | Add +3.0% | 89,962 | $33.2M |
| Millennium Management | 0.03% | Reduce -24.0% | 89,280 | $32.9M |
| American Century Companies Inc. | 0.02% | Reduce -34.2% | 88,375 | $32.6M |
| National Pension Service | 0.03% | Reduce -5.8% | 88,056 | $32.5M |
| California Public Employees Retirement System | 0.02% | Reduce -4.9% | 88,052 | $32.5M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +8.0% | 87,112 | $32.1M |
| Sei Investments Co. | 0.04% | Add +0.8% | 84,395 | $31.1M |
| Raymond James Financial Inc. | 0.01% | — | 80,901 | $29.8M |
| Swedbank AB | 0.04% | No change | 79,669 | $29.4M |
| Copeland Capital Management, LLC | 0.53% | Reduce -2.3% | 77,840 | $28.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -35.3% | 77,054 | $28.4M |
| Candriam S.C.A. | 0.16% | Add +1043.6% | 76,837 | $28.3M |
| 1832 Asset Management L.P. | 0.05% | Add +0.4% | 76,694 | $28.3M |
| Twinbeech Capital LP | 0.48% | Add +311.6% | 75,349 | $27.8M |
| Excalibur Management Corp. | 11.00% | Reduce -2.3% | 75,030 | $27.7M |
| ProShare Advisors LLC | 0.06% | Reduce -5.8% | 74,799 | $27.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.12% | Reduce -43.3% | 73,017 | $26.9M |
| Barclays PLC | 0.01% | Add +19.6% | 72,875 | $26.9M |
| Wellington Management Group LLP | 0.00% | Reduce -21.1% | 69,362 | $25.6M |
| Teacher Retirement System of Texas | 0.09% | Reduce -26.8% | 68,334 | $25.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.26% | Reduce -25.5% | 68,108 | $25.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -27.9% | 66,329 | $24.5M |
| Citadel Advisors | 0.02% | Add +182.2% | 65,537 | $24.2M |
| California State Teachers Retirement System | 0.03% | Reduce -10.8% | 65,501 | $24.2M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +110.1% | 62,236 | $23.0M |
| AQR Capital Management | 0.03% | Reduce -48.7% | 60,696 | $22.4M |
| Dixon Mitchell Investment Counsel Inc. | 1.02% | Reduce -15.4% | 60,109 | $22.2M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.35% | — | 59,987 | $22.1M |
| Weiss Asset Management LP | 0.66% | Add +1749.6% | 58,152 | $21.4M |
| Man Group plc | 0.07% | Reduce -12.4% | 56,871 | $21.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -0.8% | 55,628 | $20.5M |
| Brandywine Global Investment Management, LLC | 0.15% | Add +8.8% | 55,159 | $20.3M |
| STRS Ohio | 0.08% | Add +1.9% | 55,123 | $20.3M |
| Bridgewater Associates | 0.09% | Reduce -24.2% | 54,524 | $20.1M |
| State of Wisconsin Investment Board | 0.05% | Add +1.6% | 53,061 | $19.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.0% | 52,329 | $19.3M |
| Triodos Investment Management BV | 1.54% | New | 51,600 | $19.0M |
| Corebridge Financial, Inc. | 0.10% | Reduce -6.2% | 51,215 | $18.9M |
| Cubist Systematic Strategies, LLC | 0.31% | New | 51,086 | $18.8M |
| Wedge Capital Management L L P | 0.34% | Add +11.2% | 50,640 | $18.7M |
| Amundi | 0.01% | Reduce -23.0% | 48,582 | $18.1M |
| Citigroup Inc. | 0.02% | Add +11.3% | 48,332 | $17.8M |
| LPL Financial LLC | 0.01% | Add +5.1% | 47,391 | $17.5M |
| Korea Investment CORP | 0.04% | Reduce -59.1% | 46,742 | $17.2M |
| HSBC Holdings PLC | 0.01% | Add +30.7% | 45,875 | $16.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -6.7% | 44,901 | $16.6M |
| Kennedy Capital Management LLC | 0.36% | Add +3.1% | 44,128 | $16.3M |
| Intech Investment Management LLC | 0.16% | Add +60.0% | 43,949 | $16.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.3% | 42,357 | $15.6M |
| Employees Provident Fund Board | 0.19% | Add +244.3% | 42,000 | $15.5M |
| Mawer Investment Management Ltd. | 0.07% | Add +14.2% | 40,337 | $14.9M |
| Mutual of America Capital Management LLC | 0.16% | Reduce -1.1% | 39,453 | $14.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +61.7% | 37,974 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 37,823 | $14.0M |
| Baillie Gifford & Co. | 0.01% | Reduce -4.6% | 37,472 | $13.8M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -5.1% | 37,358 | $13.8M |
| Engineers Gate Manager LP | 0.24% | Add +76.5% | 37,038 | $13.7M |
| Moran Wealth Management, LLC | 0.42% | Reduce -3.0% | 36,096 | $13.3M |
| Treasurer of the State of North Carolina | 0.05% | Add +1.0% | 35,927 | $13.3M |
| Achmea Investment Management B.V. | 0.22% | Add +78.4% | 35,823 | $13.2M |
| BNP Paribas Financial Markets | 0.01% | Add +57.3% | 34,674 | $12.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +9.6% | 34,377 | $12.8M |
| Andra AP-fonden | 0.20% | Add +26.1% | 34,300 | $12.7M |
| Running Oak Capital LLC | 1.62% | Add +5.6% | 33,676 | $12.4M |
| KLP Kapitalforvaltning As | 0.05% | — | 31,100 | $11.5M |
| Storebrand Asset Management As | 0.03% | Reduce -39.0% | 30,456 | $11.2M |
| Tredje AP-fonden | 0.10% | Add +282.6% | 29,776 | $11.0M |
| Squarepoint Ops LLC | 0.03% | New | 29,566 | $10.9M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -2.1% | 29,306 | $10.8M |
| Channing Capital Management, LLC | 0.29% | Add +11.7% | 29,248 | $10.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 29,017 | $10.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 28,749 | $10.6M |
| Leith Wheeler Investment Counsel Ltd. | 0.75% | Reduce -3.5% | 28,012 | $10.3M |
| Illinois Municipal Retirement Fund | 0.15% | Reduce -11.6% | 27,963 | $10.3M |
| 2Xideas AG | 1.38% | Add +42.7% | 27,951 | $10.3M |
| Mediolanum International Funds Ltd | 0.13% | Add +4.2% | 27,825 | $10.2M |
| TCW Group Inc. | 0.09% | Add +1.5% | 27,489 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -19.2% | 26,937 | $10.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -56.7% | 27,086 | $10.0M |
| Aristotle Capital Boston, LLC | 0.37% | Reduce -10.4% | 27,047 | $10.0M |
| AXA S.A. | 0.03% | Reduce -17.1% | 26,701 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.4% | 26,504 | $9.8M |
| MetLife Investment Management, LLC | 0.05% | Add +6.8% | 25,748 | $9.5M |
| River Road Asset Management, LLC | 0.13% | Reduce -48.4% | 25,615 | $9.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.0% | 25,515 | $9.4M |
| Boston Partners | 0.01% | Reduce -5.1% | 24,957 | $9.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +122.9% | 24,768 | $9.1M |
| Shell Asset Management Co. | 0.40% | No change | 24,562 | $9.1M |
| Bokf, NA | 0.15% | Reduce -9.6% | 24,500 | $9.0M |
| Roundview Capital LLC | 0.63% | Add +4.6% | 24,392 | $9.0M |
| Danske Bank A/S | 0.03% | Reduce -34.6% | 24,288 | $9.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -2.2% | 24,215 | $8.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -67.6% | 23,953 | $8.8M |
| Voya Investment Management LLC | 0.01% | Reduce -5.8% | 23,843 | $8.8M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -1.0% | 23,693 | $8.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -42.8% | 23,512 | $8.7M |
| Brown Advisory Inc. | 0.01% | Add +10.6% | 23,417 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.2% | 22,569 | $8.3M |
| Amalgamated Bank | 0.07% | Reduce -3.7% | 22,045 | $8.1M |
| Public Employees Retirement System of Ohio | 0.03% | Add +26.4% | 22,038 | $8.1M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 21,895 | $8.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +105.1% | 21,795 | $8.0M |
| SeaTown Holdings Pte. Ltd. | 5.47% | Add +23.4% | 21,600 | $8.0M |
| HRT Financial LP | 0.04% | Reduce -16.7% | 21,278 | $7.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.7% | 21,188 | $7.8M |
| Thompson Davis & Co., Inc. | 4.98% | No change | 20,982 | $7.7M |
| Marks Group Wealth Management, Inc | 0.76% | Reduce -3.0% | 20,974 | $7.7M |
| Asset Management One Co., Ltd. | 0.03% | Add +5.6% | 20,685 | $7.7M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -7.2% | 20,624 | $7.6M |
| Daiwa Securities Group Inc. | 0.03% | Add +1.6% | 19,655 | $7.3M |
| Stansberry Asset Management, LLC | 1.00% | Reduce -0.4% | 19,471 | $7.2M |
| EULAV Asset Management | 0.17% | No change | 19,400 | $7.2M |
| Point72 Hong Kong Ltd | 0.44% | New | 19,300 | $7.1M |
| Comerica Bank | 0.03% | Reduce -0.6% | 19,139 | $7.1M |
| River Wealth Advisors LLC | 0.92% | Reduce -2.2% | 18,906 | $7.0M |
| Kwmg, LLC | 0.72% | Reduce -3.1% | 18,899 | $7.0M |
| Birch Hill Investment Advisors LLC | 0.32% | Add +16.8% | 18,849 | $7.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -55.3% | 18,629 | $6.9M |
| Princeton Global Asset Management LLC | 1.28% | Reduce -0.0% | 18,622 | $6.9M |
| YHB Investment Advisors, Inc. | 0.56% | Add +1.9% | 18,554 | $6.8M |
| Motley Fool Wealth Management, LLC | 0.35% | New | 18,078 | $6.7M |
| Next Level Private LLC | 2.68% | Reduce -22.1% | 18,019 | $6.6M |
| Nia Impact Advisors, LLC | 2.10% | Add +7.8% | 17,494 | $6.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.22% | Add +947.6% | 16,982 | $6.3M |
| Burney Co./ | 0.22% | Reduce -1.5% | 16,844 | $6.2M |
| Ameritas Investment Partners, Inc. | 0.20% | Reduce -2.3% | 16,819 | $6.2M |
| Royal London Asset Management Ltd. | 0.01% | No change | 16,621 | $6.1M |
| Yousif Capital Management, LLC | 0.07% | Reduce -5.7% | 16,453 | $6.1M |
| Alley Investment Management Company, LLC | 0.76% | Add +2.6% | 16,263 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -4.7% | 16,184 | $6.0M |
| Forsta Ap-Fonden | 0.04% | Add +455.2% | 16,100 | $5.9M |
| Harris Associates (Oakmark Funds) | 0.01% | Reduce -16.2% | 16,073 | $5.9M |
| Gotham Asset Management | 0.06% | Reduce -14.9% | 15,979 | $5.9M |
| Verition Fund Management LLC | 0.03% | Reduce -41.9% | 15,963 | $5.9M |
| KCM Investment Advisors LLC | 0.19% | Add +2.5% | 14,962 | $5.5M |
| Henshaw Capital LLC | 0.23% | Add +0.2% | 14,845 | $5.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 14,817 | $5.5M |
| Greenfield Seitz Capital Management, LLC | 2.08% | Add +2.5% | 14,799 | $5.5M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -5.3% | 14,726 | $5.4M |
| Prudential PLC | 0.03% | Add +122.4% | 14,549 | $5.4M |
| Sit Investment Associates Inc. | 0.12% | No change | 14,485 | $5.3M |
| Walleye Capital LLC | 0.05% | New | 13,568 | $5.0M |
| KBC Group NV | 0.01% | Add +26.9% | 13,507 | $5.0M |
| Arizona State Retirement System | 0.03% | Reduce -1.5% | 13,432 | $5.0M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -4.6% | 13,366 | $4.9M |
| Y-Intercept (Hong Kong) Ltd | 0.32% | Add +1121.5% | 12,887 | $4.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.18% | Reduce -2.6% | 12,762 | $4.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +10.5% | 12,600 | $4.6M |
| Pacer Advisors, Inc. | 0.01% | Reduce -5.9% | 12,560 | $4.6M |
| Louisiana State Employees Retirement System | 0.09% | Reduce -2.3% | 12,500 | $4.6M |
| Advisory Resource Group | 0.97% | Add +17.1% | 12,404 | $4.6M |
| Royce & Associates LP | 0.04% | Reduce -27.9% | 12,318 | $4.5M |
| DNB Asset Management AS | 0.02% | Add +0.8% | 12,043 | $4.4M |
| Advisory Services Network, LLC | 0.08% | Add +3.5% | 11,959 | $4.4M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -4.7% | 11,881 | $4.4M |
| Pinebridge Investments, L.P. | 0.03% | Add +7.4% | 11,846 | $4.4M |
| Navellier & Associates Inc. | 0.52% | Add +3.8% | 11,832 | $4.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 11,744 | $4.3M |
| Tudor Investment Corporation | 0.05% | New | 11,516 | $4.2M |
| Select Asset Management & Trust | 1.65% | No change | 11,509 | $4.2M |
| Mirabaud Asset Management Ltd | 1.97% | Add +16.4% | 11,464 | $4.2M |
| Jefferies Financial Group Inc. | 0.05% | New | 11,288 | $4.2M |
| IFM Investors Pty Ltd | 0.04% | Reduce -7.5% | 11,230 | $4.1M |
| State of Michigan Retirement System | 0.02% | Reduce -2.7% | 10,672 | $3.9M |
| Commerce Bank | 0.02% | Reduce -1.6% | 10,671 | $3.9M |
| Capital Fund Management S.A. | 0.04% | New | 10,414 | $3.8M |
| Watchman Group, Inc. | 1.00% | Reduce -2.6% | 10,352 | $3.8M |
| Prudential Financial Inc. | 0.01% | Reduce -74.1% | 10,225 | $3.8M |
| Atom Investors LP | 0.47% | New | 10,215 | $3.8M |
| Curi Capital, LLC | 0.09% | Reduce -12.3% | 10,132 | $3.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.08% | Reduce -1.8% | 10,046 | $3.7M |
| Rathbones Group PLC | 0.02% | No change | 10,000 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.8% | 9,983 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.9% | 9,758 | $3.6M |
| Lazard Asset Management LLC | 0.01% | Add +0.1% | 9,589 | $3.5M |
| Benson Investment Management Company, Inc. | 1.45% | Reduce -0.5% | 9,483 | $3.5M |
| New Mexico Educational Retirement Board | 0.12% | Reduce -5.6% | 9,440 | $3.5M |
| Toronto Dominion Bank | 0.01% | Reduce -4.1% | 9,364 | $3.5M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -2.6% | 9,176 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +11.4% | 8,855 | $3.3M |
| Boston Common Asset Management, LLC | 0.09% | New | 8,754 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 8,752 | $3.2M |
| Equitable Trust Co. | 0.18% | No change | 8,614 | $3.2M |
| South Dakota Investment Council | 0.06% | No change | 8,571 | $3.2M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +3.7% | 8,500 | $3.1M |
| Quantinno Capital Management LP | 0.03% | Add +8.0% | 8,498 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.6% | 8,483 | $3.1M |
| Cetera Investment Advisers | 0.01% | Reduce -6.9% | 8,424 | $3.1M |
| Aquatic Capital Management LLC | 0.08% | Add +24.2% | 8,398 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.4% | 8,291 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 8,270 | $3.0M |
| PFG Advisors | 0.19% | Add +4.2% | 8,240 | $3.0M |
| EFG Asset Management (North America) Corp. | 0.41% | Add +14.8% | 8,179 | $3.0M |
| Xponance LLC | 0.03% | Add +4.6% | 8,142 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -50.1% | 8,117 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.3% | 8,108 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -0.6% | 8,047 | $3.0M |
| Parsons Capital Management Inc. | 0.16% | Reduce -7.8% | 7,986 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -3.1% | 7,935 | $2.9M |
| FORA Capital, LLC | 0.33% | New | 7,910 | $2.9M |
| Summit Place Financial Advisors, LLC | 1.65% | Reduce -4.5% | 7,885 | $2.9M |
| Zacks Investment Management | 0.03% | Add +26.9% | 7,843 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Add +1.2% | 7,827 | $2.9M |
| Magnetar Financial LLC | 0.08% | Add +388.8% | 7,713 | $2.8M |
| Oliver Lagore Vanvalin Investment Group | 0.72% | Add +26.2% | 7,654 | $2.8M |
| Utah Retirement Systems | 0.03% | Reduce -1.8% | 7,486 | $2.8M |
| AIA Group Ltd | 0.07% | Reduce -5.1% | 7,474 | $2.8M |
| Hancock Whitney Corp. | 0.09% | Reduce -1.9% | 7,449 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.8% | 7,400 | $2.7M |
| Eagle Ridge Investment Management | 0.24% | No change | 7,375 | $2.7M |
| EFG Asset Management (Americas) Corp. | 0.52% | Add +19.8% | 7,313 | $2.7M |
| Vident Advisory, LLC | 0.05% | Add +10.2% | 7,303 | $2.7M |
| Quantbot Technologies LP | 0.10% | New | 7,267 | $2.7M |
| Tilia Fiduciary Partners, Inc. | 1.81% | Add +3.6% | 7,211 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Reduce -0.2% | 7,087 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +79.5% | 7,069 | $2.6M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -0.2% | 7,015 | $2.6M |
| Empowered Funds, LLC | 0.04% | Reduce -60.8% | 7,012 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | New | 7,006 | $2.6M |
| Ofi Invest Asset Management | 0.06% | — | 7,231 | $2.6M |
| Northwest & Ethical Investments L.P. | 0.07% | No change | 6,975 | $2.6M |
| Inspire Investing, LLC | 0.28% | Reduce -1.3% | 6,700 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 6,634 | $2.4M |
| Sepio Capital, LP | 0.19% | Reduce -7.1% | 6,582 | $2.4M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +13.7% | 6,459 | $2.4M |
| Quadrature Capital Ltd | 0.05% | New | 6,419 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.3% | 6,416 | $2.4M |
| Wescott Financial Advisory Group, LLC | 0.24% | Reduce -0.0% | 6,400 | $2.4M |
| Eads & Heald Wealth Management | 1.14% | Reduce -3.6% | 6,258 | $2.3M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +207.7% | 6,256 | $2.3M |
| First National Bank of Omaha | 0.15% | Add +0.7% | 6,253 | $2.3M |
| Creative Planning | 0.00% | Add +1.1% | 6,088 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -19.4% | 5,605 | $2.2M |
| Nomura Holdings Inc. | 0.01% | New | 5,998 | $2.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -8.4% | 5,991 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | New | 5,933 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -3.3% | 5,850 | $2.2M |
| Romano Brothers and Company | 0.27% | Reduce -4.3% | 5,878 | $2.2M |
| Shayne & Jacobs, LLC | 0.57% | Reduce -5.8% | 5,875 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.2% | 5,732 | $2.1M |
| J. W. Coons Advisors, LLC | 0.54% | No change | 5,700 | $2.1M |
| Sterling Capital Management LLC | 0.03% | Reduce -11.0% | 5,697 | $2.1M |
| Point72 (DIFC) Ltd | 0.19% | New | 5,682 | $2.1M |
| Centerstone Investors, LLC | 1.96% | Reduce -1.2% | 5,665 | $2.1M |
| Traynor Capital Management, Inc. | 0.16% | Add +7.2% | 5,639 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -8.6% | 5,587 | $2.1M |
| Stonebridge Financial Group, LLC | 0.22% | — | 5,516 | $2.0M |
| Montecito Bank & Trust | 0.35% | Reduce -0.9% | 5,515 | $2.0M |
| Centiva Capital, LP | 0.08% | Add +28.9% | 5,420 | $2.0M |
| Brevan Howard Capital Management LP | 0.05% | Reduce -44.8% | 5,394 | $2.0M |
| Sheaff Brock Investment Advisors, LLC | 0.17% | Add +0.1% | 5,381 | $2.0M |
| Monument Capital Management | 0.54% | Add +8.9% | 5,335 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +443.3% | 5,183 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 5,171 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -21.7% | 5,154 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -0.0% | 5,083 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -23.8% | 5,023 | $1.9M |
| Sumitomo Life Insurance Co. | 0.03% | New | 5,011 | $1.8M |
| Inceptionr LLC | 0.41% | New | 4,975 | $1.8M |
| Canandaigua National Bank & Trust Co. | 0.18% | Reduce -3.3% | 4,919 | $1.8M |
| Kinsale Capital Group, Inc. | 0.48% | New | 4,810 | $1.8M |
| Chesley Taft & Associates LLC | 0.08% | Add +1.6% | 4,776 | $1.8M |
| Vinva Investment Management Ltd | 0.07% | Reduce -82.5% | 4,667 | $1.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.09% | Add +9.5% | 4,620 | $1.7M |
| Polaris Capital Management, LLC | 0.08% | No change | 4,600 | $1.7M |
| JT Stratford LLC | 0.27% | Add +2.8% | 4,505 | $1.7M |
| Ethic Inc. | 0.03% | Reduce -15.1% | 4,419 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.3% | 4,379 | $1.6M |
| Tocqueville Asset Management L.P. | 0.03% | Add +6.0% | 4,375 | $1.6M |
| CWA Asset Management Group, LLC | 0.08% | Add +26.4% | 4,364 | $1.6M |
| Icon Advisers Inc. | 0.36% | No change | 4,300 | $1.6M |
| AllGen Financial Advisors, Inc. | 0.52% | Reduce -1.8% | 4,229 | $1.6M |
| Caxton Associates LP | 0.05% | No change | 4,229 | $1.6M |
| Abn Amro Investment Solutions | 0.03% | New | 4,224 | $1.6M |
| Zions Bancorporation, N.A. | 0.10% | Add +53.0% | 4,207 | $1.6M |
| Twin Tree Management, LP | 0.04% | New | 4,188 | $1.5M |
| &partners | 0.02% | Add +74.4% | 4,138 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +1.1% | 4,141 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.22% | — | 4,128 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -4.8% | 4,058 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.24% | New | 3,990 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -1.1% | 3,976 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +3.9% | 3,897 | $1.4M |
| Groupe la Francaise | 0.04% | — | 3,835 | $1.4M |
| Ramirez Asset Management, Inc. | 0.29% | No change | 3,875 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Add +10.0% | 3,868 | $1.4M |
| TrinityPoint Wealth, LLC | 0.20% | Reduce -1.2% | 3,847 | $1.4M |
| Colonial Trust Advisors | 0.13% | No change | 3,837 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 3,812 | $1.4M |
| L2 Asset Management, LLC | 0.31% | Add +71.3% | 3,799 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +12.8% | 3,741 | $1.4M |
| Alps Advisors Inc. | 0.01% | Add +19.5% | 3,710 | $1.4M |
| SevenBridge Financial Group, LLC | 0.25% | No change | 3,719 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -9.1% | 3,550 | $1.3M |
| Sycomore Asset Management | 0.19% | New | 3,000 | $1.3M |
| Pensionfund Sabic | 0.34% | New | 3,500 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +224.7% | 3,455 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | Reduce -4.7% | 3,417 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +44.5% | 3,392 | $1.3M |
| Laurus Global Equity Management Inc. | 0.64% | No change | 3,390 | $1.3M |
| Cordatus Wealth Management LLC | 0.33% | Add +242.5% | 3,384 | $1.2M |
| Tributary Capital Management, LLC | 0.10% | Add +46.7% | 3,337 | $1.2M |
| Nemes Rush Group LLC | 0.15% | No change | 3,200 | $1.2M |
| Jain Global LLC | 0.04% | — | 3,194 | $1.2M |
| LBP Am SA | 0.02% | No change | 3,190 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.28% | Add +287.5% | 3,100 | $1.1M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.30% | New | 3,093 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.7% | 2,860 | $1.1M |
| CCM Investment Group, LLC | 0.12% | — | 3,039 | $1.1M |
| TCFG Wealth Management, LLC | 0.55% | Reduce -2.2% | 2,940 | $1.1M |
| Occudo Quantitative Strategies LP | 0.19% | Reduce -5.3% | 2,899 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -1.5% | 2,836 | $1.0M |
| MorganRosel Wealth Management, LLC | 0.34% | Add +1.9% | 2,833 | $1.0M |
| First Hawaiian Bank | 0.03% | Reduce -18.0% | 2,819 | $1.0M |
| Isthmus Partners, LLC | 0.12% | No change | 2,777 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -21.0% | 2,772 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 2,748 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -5.1% | 2,700 | $996K |
| Keybank National Association | 0.00% | Add +10.4% | 2,669 | $984K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 2,658 | $981K |
| BLB&B Advisors, LLC | 0.05% | Reduce -0.3% | 2,626 | $969K |
| Baird Financial Group, Inc. | 0.00% | Add +27.1% | 2,588 | $955K |
| Headlands Technologies LLC | 0.09% | New | 2,512 | $927K |
| Trust Point Inc. | 0.06% | Add +147.1% | 2,493 | $920K |
| AlphaQuest LLC | 0.12% | Reduce -46.5% | 2,484 | $916K |
| Gallo Partners, LP | 0.67% | — | 2,471 | $911K |
| National Bank of Canada | 0.00% | Add +37.0% | 2,455 | $906K |
| Ostrum Asset Management | 0.08% | Reduce -3.9% | 2,440 | $900K |
| Inspire Advisors, LLC | 0.11% | Add +2.9% | 2,418 | $892K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -11.4% | 2,409 | $889K |
| Sutton Place Investors LLC | 0.51% | No change | 2,386 | $880K |
| Moody National Bank Trust Division | 0.09% | New | 2,364 | $872K |
| Lifestyle Asset Management, Inc. | 0.47% | Add +4.7% | 2,355 | $869K |
| ABN AMRO Bank N.V. | 0.01% | New | 2,369 | $865K |
| TT International Asset Management LTD | 0.12% | Reduce -33.9% | 2,343 | $864K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +21.1% | 2,300 | $848K |
| Qtron Investments LLC | 0.12% | No change | 2,290 | $845K |
| Tidal Investments LLC | 0.01% | Reduce -68.0% | 2,284 | $842K |
| Renaissance Group LLC | 0.03% | Reduce -13.9% | 2,278 | $840K |
| Colonial Trust Co / SC | 0.12% | No change | 2,269 | $837K |
| Bayesian Capital Management, LP | 0.10% | Reduce -16.8% | 2,229 | $822K |
| AlTi Global, Inc. | 0.02% | Reduce -0.5% | 2,217 | $818K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -86.0% | 2,148 | $792K |
| Main Management ETF Advisors, LLC | 0.04% | Reduce -8.3% | 2,136 | $788K |
| Douglas Lane & Associates, LLC | 0.01% | New | 2,134 | $787K |
| Loomis Sayles & Co. L P | 0.00% | Add +1.3% | 2,107 | $777K |
| Bridges Investment Management Inc. | 0.01% | Add +18.3% | 2,105 | $776K |
| Cibc World Markets Corp. | 0.00% | Reduce -24.6% | 2,093 | $772K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -3.4% | 2,085 | $769K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -0.5% | 2,058 | $759K |
| Procyon Advisors, LLC | 0.05% | Reduce -30.1% | 2,052 | $757K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.3% | 2,039 | $752K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 2,031 | $749K |
| Stonebrook Private Inc. | 0.20% | No change | 2,022 | $746K |
| CoreCap Advisors, LLC | 0.03% | No change | 2,013 | $742K |
| BHK Investment Advisors, LLC | 0.28% | Reduce -2.6% | 2,008 | $741K |
| Radnor Capital Management, LLC | 0.12% | No change | 2,000 | $738K |
| Cadent Capital Advisors, LLC | 0.26% | No change | 2,000 | $738K |
| Supplemental Annuity Collective Trust of NJ | 0.22% | No change | 2,000 | $738K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,000 | $738K |
| Glenview Trust Co | 0.01% | Add +0.1% | 1,991 | $734K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.7% | 1,966 | $725K |
| Sylvest Advisors, LLC | 0.44% | — | 1,956 | $721K |
| Aptus Capital Advisors, LLC | 0.01% | Add +11.9% | 1,944 | $717K |
| Algebris (uk) Ltd. | 0.20% | New | 2,008 | $715K |
| Nebula Research & Development LLC | 0.08% | New | 1,922 | $709K |
| Cresset Asset Management, LLC | 0.00% | Reduce -69.7% | 1,914 | $706K |
| Lecap Asset Management Ltd. | 0.19% | New | 1,913 | $706K |
| Spire Wealth Management | 0.02% | Add +7.5% | 1,906 | $703K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | New | 1,900 | $701K |
| Credit Agricole S A | 0.00% | Add +20.6% | 1,894 | $699K |
| Alhambra Investment Management LLC | 0.35% | Reduce -3.6% | 1,848 | $682K |
| Synovus Financial Corp. | 0.01% | Reduce -9.5% | 1,837 | $678K |
| Patron Partners, LLC | 0.37% | Reduce -0.1% | 1,834 | $676K |
| Jupiter Asset Management Ltd. | 0.01% | New | 1,815 | $669K |
| Verdence Capital Advisors LLC | 0.05% | Add +155.8% | 1,814 | $669K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 1,808 | $667K |
| Apollon Wealth Management, LLC | 0.02% | Add +28.7% | 1,808 | $667K |
| Marble Harbor Investment Counsel, LLC | 0.07% | Reduce -10.0% | 1,800 | $664K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +3.1% | 1,800 | $664K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -51.5% | 1,801 | $663K |
| Plato Investment Management Ltd | 0.05% | No change | 1,754 | $649K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 1,721 | $635K |
| Merit Financial Group, LLC | 0.01% | Add +27.6% | 1,717 | $633K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -0.9% | 1,707 | $630K |
| Meiji Yasuda Life Insurance Co | 0.01% | Reduce -11.0% | 1,700 | $627K |
| Seeds Investor LLC | 0.18% | Add +4.4% | 1,696 | $626K |
| Shelton Capital Management | 0.02% | Reduce -10.0% | 1,690 | $623K |
| Argent Trust Co | 0.03% | Reduce -5.6% | 1,690 | $623K |
| Oak Thistle LLC | 0.18% | New | 1,667 | $615K |
| Bank of Nova Scotia | 0.00% | Reduce -29.5% | 1,629 | $601K |
| Diversify Advisory Services, LLC | 0.03% | Add +1.7% | 1,587 | $586K |
| Ieq Capital, LLC | 0.01% | Reduce -35.3% | 1,583 | $584K |
| Shakespeare Wealth Management, LLC | 0.15% | Reduce -8.5% | 1,556 | $574K |
| Fayez Sarofim & Co | 0.00% | No change | 1,545 | $570K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 1,538 | $568K |
| Vestcor Inc | 0.02% | Reduce -54.7% | 1,533 | $565K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.1% | 1,522 | $561K |
| Alpine Woods Capital Investors, LLC | 0.10% | No change | 1,500 | $553K |
| Cumberland Partners Ltd | 0.04% | New | 1,500 | $553K |
| Net Worth Advisory Group | 0.17% | Add +0.7% | 1,476 | $544K |
| CIBC Asset Management Inc | 0.00% | Add +5.5% | 1,471 | $543K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -14.8% | 1,454 | $536K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.7% | 1,436 | $535K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.4% | 1,451 | $535K |
| Freestone Grove Partners LP | 0.01% | — | 1,450 | $535K |
| Hillsdale Investment Management Inc. | 0.03% | Reduce -21.7% | 1,440 | $531K |
| Quantessence Capital LLC | 0.22% | — | 1,432 | $528K |
| TFG Advisers LLC | 0.19% | Add +5.9% | 1,406 | $519K |
| Oak Associates Ltd. | 0.04% | No change | 1,405 | $518K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.1% | 1,403 | $517K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -1.1% | 1,392 | $513K |
| Virtu Financial LLC | 0.03% | New | 1,375 | $507K |
| Focus Partners Wealth | 0.00% | Add +135.9% | 1,361 | $502K |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.1% | 1,353 | $499K |
| Lindenwold Advisors, INC | 0.26% | Reduce -3.2% | 1,339 | $494K |
| GAMMA Investing LLC | 0.04% | Add +3.0% | 1,325 | $489K |
| MeadowBrook Investment Advisors LLC | 0.44% | Reduce -0.8% | 1,324 | $488K |
| Savant Capital, LLC | 0.00% | Add +1.8% | 1,321 | $487K |
| Allstate Corp. | 0.01% | New | 1,321 | $487K |
| Venturi Wealth Management, LLC | 0.02% | Add +1.2% | 1,319 | $487K |
| Ritholtz Wealth Management | 0.01% | Add +12.9% | 1,303 | $481K |
| Eastern Bank | 0.01% | No change | 1,300 | $479K |
| First Citizens Bank & Trust Co. | 0.01% | Add +16.4% | 1,288 | $475K |
| Riverwater Partners LLC | 0.23% | Reduce -47.9% | 1,283 | $473K |
| Aigen Investment Management, LP | 0.08% | New | 1,281 | $472K |
| Qsemble Capital Management, LP | 0.06% | New | 1,267 | $467K |
| Matrix Private Capital Group LLC | 0.26% | Reduce -0.2% | 1,257 | $464K |
| Sendero Wealth Management, LLC | 0.07% | Reduce -43.2% | 1,234 | $455K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 1,219 | $450K |
| Scientech Research LLC | 0.13% | New | 1,214 | $448K |
| Portland Global Advisors LLC | 0.06% | No change | 1,200 | $443K |
| Boston Trust Walden Corp | 0.00% | No change | 1,200 | $443K |
| Two Sigma Advisers, LP | 0.00% | Reduce -14.3% | 1,200 | $443K |
| OLIO Financial Planning | 0.15% | New | 1,196 | $441K |
| XML Financial, LLC | 0.04% | No change | 1,180 | $435K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 1,150 | $424K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +23.6% | 1,175 | $424K |
| Vontobel Holding Ltd. | 0.00% | Add +24.3% | 1,140 | $420K |
| Ellevest, Inc. | 0.02% | Add +1.5% | 1,136 | $419K |
| AdvisorShares Investments LLC | 0.08% | No change | 1,127 | $416K |
| Profund Advisors LLC | 0.02% | Reduce -15.7% | 1,120 | $413K |
| Associated Banc-Corp | 0.01% | No change | 1,098 | $405K |
| Gryphon Financial Partners LLC | 0.06% | Reduce -7.9% | 1,095 | $404K |
| Csenge Advisory Group | 0.02% | Add +14.2% | 1,083 | $399K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.2% | 1,066 | $393K |
| AE Wealth Management LLC | 0.00% | Add +89.7% | 1,066 | $393K |
| CI Investments Inc. | 0.00% | Add +11.7% | 1,064 | $392K |
| Wilkins Miller Wealth Management, LLC | 0.41% | — | 1,057 | $390K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.3% | 1,055 | $389K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -15.7% | 1,043 | $385K |
| Stephens Inc. | 0.01% | Add +8.1% | 1,039 | $383K |
| Kestra Investment Management, LLC | 0.02% | New | 1,038 | $383K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.9% | 1,032 | $381K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 1,029 | $380K |
| Tevis Investment Management | 0.28% | Reduce -2.6% | 1,028 | $379K |
| Patten Group, Inc. | 0.08% | Add +0.6% | 1,022 | $377K |
| Panagora Asset Management Inc. | 0.00% | Reduce -98.4% | 1,018 | $375K |
| Rice Partnership, LLC | 0.07% | No change | 1,016 | $375K |
| Equitable Holdings, Inc. | 0.00% | Add +2.4% | 1,015 | $374K |
| Fiduciary Trust Co | 0.00% | Add +0.4% | 1,010 | $373K |
| Fifth Third Bancorp | 0.00% | Reduce -33.0% | 989 | $365K |
| HB Wealth Management, LLC | 0.00% | New | 987 | $364K |
| Impact Partnership Wealth, LLC | 0.07% | Add +19.2% | 967 | $357K |
| Genesis Private Wealth, LLC | 0.20% | — | 961 | $354K |
| FourThought Financial Partners, LLC | 0.04% | New | 961 | $354K |
| Wedbush Securities Inc. | 0.01% | No change | 945 | $349K |
| Precision Wealth Strategies, LLC | 0.27% | Reduce -6.8% | 940 | $347K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 935 | $345K |
| Gallacher Capital Management LLC | 0.17% | Reduce -17.7% | 933 | $344K |
| iA Global Asset Management Inc. | 0.01% | Add +7.3% | 929 | $343K |
| FineMark National Bank & Trust | 0.01% | No change | 925 | $341K |
| Caprock Group, LLC | 0.01% | Add +16.6% | 921 | $340K |
| Mutual Advisors, LLC | 0.01% | Add +12.2% | 854 | $338K |
| Rockland Trust Co. | 0.02% | No change | 911 | $336K |
| NewEdge Advisors, LLC | 0.00% | Add +12.1% | 909 | $335K |
| BKM Wealth Management, LLC | 0.14% | New | 905 | $334K |
| Callan Family Office, LLC | 0.02% | New | 904 | $333K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -70.7% | 900 | $332K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -2.9% | 899 | $332K |
| Forum Financial Management, LP | 0.01% | Add +0.3% | 894 | $330K |
| One Wealth Advisors, LLC | 0.05% | Add +59.3% | 884 | $326K |
| Choreo, LLC | 0.00% | Reduce -27.7% | 883 | $325K |
| Sunburst Financial Group, LLC | 0.08% | Reduce -1.2% | 881 | $325K |
| Inlight Wealth Management, LLC | 0.19% | — | 320,026 | $320K |
| Guggenheim Capital LLC | 0.00% | Reduce -75.7% | 860 | $317K |
| LifeGuide Financial Advisors, LLC | 0.13% | Reduce -31.7% | 843 | $311K |
| Scotia Capital Inc. | 0.00% | Reduce -33.1% | 842 | $311K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -5.9% | 835 | $308K |
| Sandy Spring Bank | 0.01% | Reduce -2.9% | 834 | $308K |
| Signaturefd, LLC | 0.01% | Reduce -0.1% | 826 | $305K |
| Allied Investment Advisors, LLC | 0.06% | No change | 820 | $302K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -46.2% | 808 | $298K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -46.2% | 808 | $298K |
| Integrated Quantitative Investments LLC | 0.15% | — | 805 | $297K |
| Wealthfront Advisers LLC | 0.00% | Add +0.4% | 805 | $297K |
| Wolverine Trading, LLC | 0.01% | New | 801 | $295K |
| TrueWealth Advisors, LLC | 0.10% | No change | 800 | $295K |
| Praxis Investment Management Inc. | 0.02% | New | 800 | $295K |
| Cynosure Group, LLC | 0.04% | Reduce -5.3% | 793 | $292K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 792 | $292K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -4.1% | 790 | $291K |
| Clearstead Advisors, LLC | 0.00% | Add +1.4% | 785 | $290K |
| Acadian Asset Management LLC | 0.00% | Reduce -64.8% | 782 | $288K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.4% | 769 | $284K |
| Fieldview Capital Management, LLC | 0.04% | — | 758 | $280K |
| Jones Financial Companies LLLP | 0.00% | Add +118.3% | 753 | $278K |
| Capital Market Strategies LLC | 0.16% | No change | 746 | $275K |
| Westwood Holdings Group Inc. | 0.00% | New | 743 | $274K |
| Spirepoint Private Client, LLC | 0.03% | No change | 742 | $274K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.3% | 741 | $273K |
| Evercore Wealth Management, LLC | 0.00% | No change | 736 | $271K |
| West Michigan Advisors, LLC | 0.08% | No change | 734 | $271K |
| Ossiam | 0.00% | Reduce -9.6% | 731 | $270K |
| Numerai GP LLC | 0.07% | New | 710 | $262K |
| Dark Forest Capital Management LP | 0.04% | New | 708 | $261K |
| Park Avenue Securities LLC | 0.00% | New | 691 | $255K |
| Argent Capital Management LLC | 0.01% | No change | 690 | $255K |
| Level Four Advisory Services, LLC | 0.01% | No change | 683 | $252K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -53.3% | 679 | $250K |
| Lebenthal Global Advisors, LLC | 0.04% | No change | 666 | $246K |
| Reynders McVeigh Capital Management, LLC | 0.01% | No change | 664 | $245K |
| Ascentis Independent Advisors | 0.05% | Reduce -29.8% | 663 | $245K |
| Jump Financial, LLC | 0.01% | Reduce -96.3% | 650 | $240K |
| Metis Global Partners, LLC | 0.01% | Add +6.4% | 646 | $238K |
| Larson Financial Group LLC | 0.01% | Add +1.3% | 643 | $237K |
| Lido Advisors, LLC | 0.00% | New | 642 | $237K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -44.9% | 638 | $235K |
| MCF Advisors LLC | 0.02% | No change | 633 | $233K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 626 | $231K |
| Townsquare Capital LLC | 0.00% | Reduce -12.3% | 621 | $229K |
| Greenleaf Trust | 0.00% | Add +0.7% | 619 | $228K |
| WCM Investment Management, LLC | 0.00% | Add +20.4% | 619 | $228K |
| Laurion Capital Management LP | 0.01% | Reduce -9.4% | 618 | $228K |
| Clear Creek Financial Management, LLC | 0.02% | New | 617 | $228K |
| SVB Wealth LLC | 0.00% | New | 612 | $226K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -7.1% | 589 | $225K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 602 | $222K |
| Pioneer Trust Bank N A | 0.06% | No change | 600 | $221K |
| Marshall Wace, LLP | 0.00% | Reduce -94.7% | 600 | $221K |
| Advisor OS, LLC | 0.03% | New | 593 | $219K |
| Clark Financial Services Group Inc. | 0.17% | Add +12.8% | 591 | $218K |
| Farringdon Capital, Ltd. | 0.09% | — | 591 | $218K |
| Jag Capital Management, LLC | 0.03% | Reduce -10.9% | 589 | $217K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.5% | 588 | $217K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 585 | $216K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +23.5% | 583 | $215K |
| Tiaa Trust, National Association | 0.00% | Add +9.2% | 581 | $214K |
| Pitcairn Co. | 0.01% | New | 580 | $214K |
| Quantum Private Wealth, LLC | 0.07% | No change | 580 | $214K |
| Annex Advisory Services, LLC | 0.01% | No change | 571 | $211K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.9% | 571 | $211K |
| State of Wyoming | 0.03% | Add +105.1% | 566 | $209K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -2.9% | 566 | $209K |
| Gerber, LLC | 0.15% | Add +0.3% | 566 | $209K |
| Baron Wealth Management LLC | 0.10% | Add +1.1% | 565 | $208K |
| Glenmede Trust Co. NA | 0.00% | Reduce -44.1% | 561 | $207K |
| IFP Advisors, Inc | 0.01% | Add +2.0% | 555 | $205K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 546 | $201K |
| Waverly Advisors, LLC | 0.00% | Reduce -32.8% | 546 | $201K |
| Mather Group, Llc. | 0.00% | No change | 513 | $189K |
| New Age Alpha Advisors, LLC | 0.01% | New | 482 | $178K |
| Kapitalo Investimentos Ltda | 0.12% | Reduce -8.0% | 474 | $175K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Reduce -36.8% | 468 | $173K |
| Assetmark, Inc. | 0.00% | Add +0.9% | 431 | $159K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 404 | $149K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -95.5% | 400 | $148K |
| Paradigm Asset Management Co. LLC | 0.04% | Reduce -42.9% | 399 | $147K |
| SG Americas Securities, LLC | 0.00% | Reduce -73.3% | 399 | $147K |
| Arlington Trust Co LLC | 0.03% | No change | 392 | $145K |
| Private Trust Co. NA | 0.01% | Add +74.4% | 389 | $143K |
| R Squared Ltd | 0.14% | — | 380 | $140K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 374 | $138K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +371.4% | 363 | $134K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -6.2% | 361 | $133K |
| Quent Capital, LLC | 0.01% | Add +144.2% | 337 | $124K |
| Caldwell Trust Co | 0.01% | No change | 337 | $124K |
| Blue Trust, Inc. | 0.00% | Reduce -53.9% | 333 | $123K |
| Archer Investment Corp | 0.03% | No change | 290 | $107K |
| Caitong International Asset Management Co., Ltd | 0.10% | — | 289 | $107K |
| Brooklyn Investment Group | 0.03% | Add +0.7% | 276 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | Add +32.0% | 272 | $100K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -52.8% | 258 | $95K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.4% | 255 | $94K |
| Generali Asset Management SPA SGR | 0.00% | — | 252 | $93K |
| MV Capital Management, Inc. | 0.01% | Add +253.5% | 251 | $93K |
| Parallel Advisors, LLC | 0.00% | Add +11.3% | 237 | $88K |
| Whittier Trust Co. | 0.00% | No change | 226 | $83K |
| AdvisorNet Financial, Inc | 0.01% | No change | 217 | $80K |
| Covestor Ltd | 0.05% | Add +6.6% | 211 | $78K |
| McIlrath & Eck, LLC | 0.01% | No change | 208 | $77K |
| Silicon Valley Capital Partners | 0.01% | Add +0.5% | 192 | $71K |
| Crewe Advisors LLC | 0.01% | Reduce -35.8% | 188 | $69K |
| UMB Bank, n.a. | 0.00% | Add +55.4% | 188 | $69K |
| Quarry LP | 0.01% | Add +39.9% | 186 | $69K |
| Simplex Trading, LLC | 0.00% | New | 187 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +95.1% | 160 | $59K |
| Huntington National Bank | 0.00% | Reduce -26.4% | 156 | $58K |
| GeoWealth Management, LLC | 0.00% | Add +25.0% | 145 | $53K |
| Principal Securities, Inc. | 0.00% | Add +3.7% | 141 | $52K |
| Allworth Financial LP | 0.00% | Add +6.7% | 128 | $52K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.8% | 138 | $51K |
| V-Square Quantitative Management LLC | 0.01% | No change | 133 | $49K |
| CENTRAL TRUST Co | 0.00% | No change | 129 | $48K |
| Rise Advisors, LLC | 0.02% | No change | 122 | $45K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.2% | 121 | $45K |
| LGT Financial Advisors LLC | 0.08% | No change | 101 | $37K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.9% | 100 | $37K |
| WASHINGTON TRUST Co | 0.00% | No change | 100 | $37K |
| HM Payson & Co. | 0.00% | No change | 100 | $37K |
| MAI Capital Management | 0.00% | New | 90 | $33K |
| Arax Advisory Partners | 0.00% | Reduce -10.5% | 77 | $28K |
| TD Private Client Wealth LLC | 0.00% | Add +475.0% | 69 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -4.2% | 68 | $25K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 64 | $24K |
| SBI Securities Co., Ltd. | 0.00% | — | 61 | $22K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 60 | $22K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 58 | $21K |
| Hoey Investments, Inc. | 0.00% | New | 58 | $21K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 58 | $21K |
| Oarsman Capital, Inc. | 0.00% | No change | 55 | $20K |
| Smithfield Trust Co | 0.00% | No change | 55 | $20K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 53 | $20K |
| Itau Unibanco Holding S.A. | 0.00% | Add +218.8% | 51 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 50 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 50 | $18K |
| Harbour Investments, Inc. | 0.00% | Add +11.6% | 48 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 46 | $17K |
| Key Financial Inc | 0.00% | Add +80.0% | 45 | $17K |
| WPG Advisers, LLC | 0.02% | — | 44 | $16K |
| WR Wealth Planners, LLC | 0.01% | Add +4.8% | 44 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $16K |
| Hudson Edge Investment Partners Inc. | 0.00% | No change | 40 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 37 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -11.9% | 37 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.8% | 37 | $14K |
| Meeder Asset Management Inc. | 0.00% | Add +200.0% | 36 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 37 | $13K |
| Hemington Wealth Management | 0.00% | Add +37.0% | 37 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 35 | $13K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -17.1% | 34 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 32 | $12K |
| GW&K Investment Management, LLC | 0.00% | No change | 30 | $11K |
| Park Square Financial Group, LLC | 0.01% | — | 27 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 27 | $10K |
| CVA Family Office, LLC | 0.00% | Add +30.0% | 26 | $10K |
| Allianz SE | 0.00% | No change | 24 | $9K |
| Atwood & Palmer Inc. | 0.00% | New | 23 | $8K |
| Global Retirement Partners, LLC | 0.00% | Add +76.9% | 23 | $8K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $7K |
| Whipplewood Advisors, LLC | 0.00% | — | 19 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 18 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.3% | 18 | $7K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -10.5% | 17 | $6K |
| Montag & Caldwell, LLC | 0.00% | New | 17 | $6K |
| High Note Wealth, LLC | 0.00% | New | 15 | $6K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.3% | 15 | $6K |
| Synergy Investment Management, LLC | 0.00% | — | 15 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 13 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 12 | $4K |
| Red Tortoise LLC | 0.00% | No change | 12 | $4K |
| Financial Avengers, Inc. | 0.00% | No change | 11 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $4K |
| Leonteq Securities AG | 0.00% | Reduce -23.1% | 10 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +11.1% | 10 | $4K |
| Grove Bank & Trust | 0.00% | New | 7 | $3K |
| Sierra Ocean, LLC | 0.00% | — | 6 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -93.3% | 5 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 5 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -77.3% | 5 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 5 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 5 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +66.7% | 5 | $1K |
| Sachetta, LLC | 0.00% | Reduce -86.2% | 4 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +33.3% | 4 | $1K |
| Parvin Asset Management, LLC | 0.00% | — | 4 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4 | $1K |
| New Millennium Group LLC | 0.00% | Add +0.0% | 3 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 3 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 3 | $1K |
| Winthrop Capital Management, LLC | 0.00% | New | 3 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| Caitlin John, LLC | 0.00% | No change | 2 | $764 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $738 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $738 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -33.3% | 2 | $738 |
| Aventura Private Wealth, LLC | 0.00% | — | 2 | $738 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $738 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 2 | $738 |
| Winnacle Wealth LLC | 0.00% | — | 2 | $382 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $369 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $369 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $369 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 2 | $0 |
"% of holder's portfolio" is CSL's weight in each manager's 13F, not the share of Carlisle Cos Inc. the manager owns.