Carlisle CosCSL
13F holders, Q1 2026 (March 31)786holders +14
87new positions
75sold out
9famous investors
$333.45avg. 13F price*
At the end of Q1 2026, 786 institutions reported holding Carlisle Cos Inc. (CSL) in their 13F filings, up 14 from Q4 2025. 87 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($1.4B), Morgan Stanley ($915.8M) and State Street Corp. ($681.4M). 9 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Carlisle Cos Inc.
- CUSIP
- 142339100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $272.6M |
| Exits | 75 | $223.8M |
All 13F filers, Q4 2025 → Q1 2026: 3,484,326 shares bought and 3,881,026 shares sold, net −396,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 786 holders
| BlackRock, Inc. | 0.02% | Add +0.3% | 4,242,936 | $1.4B |
| Morgan Stanley | 0.06% | Reduce -14.8% | 2,745,177 | $915.8M |
| State Street Corp. | 0.02% | Reduce -2.3% | 2,042,304 | $681.4M |
| Vanguard Portfolio Management LLC | 0.03% | — | 1,995,432 | $665.7M |
| Vanguard Capital Management LLC | 0.02% | — | 1,832,490 | $611.4M |
| Bank of New York Mellon Corp | 0.07% | Add +26.8% | 1,191,660 | $397.6M |
| Sands Capital Management, LLC | 1.20% | Reduce -5.0% | 919,614 | $306.8M |
| Franklin Resources Inc. | 0.07% | Reduce -17.1% | 845,123 | $281.9M |
| First Eagle Investment Management, LLC | 0.45% | Add +22.8% | 793,165 | $264.6M |
| Geode Capital Management, LLC | 0.02% | Add +1.6% | 774,776 | $257.8M |
| Barclays PLC | 0.08% | Add +37.7% | 668,914 | $223.2M |
| Bessemer Group Inc. | 0.33% | Add +3.0% | 620,699 | $207.1M |
| Wells Fargo & Company | 0.04% | Add +2.4% | 603,653 | $201.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.8% | 595,060 | $193.9M |
| Invesco Ltd. | 0.02% | Reduce -36.2% | 530,758 | $177.1M |
| Focus Partners Wealth | 0.19% | Add +135.5% | 523,387 | $174.6M |
| Fiduciary Management Inc. | 2.04% | Reduce -7.8% | 493,744 | $164.7M |
| Madison Asset Management, LLC | 1.88% | Reduce -4.6% | 453,813 | $151.4M |
| Northern Trust Corp. | 0.02% | Reduce -1.8% | 449,567 | $150.0M |
| First Manhattan Co. Llc. | 0.41% | Add +1.3% | 444,266 | $148.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +16.7% | 427,851 | $142.7M |
| Allspring Global Investments Holdings, LLC | 0.23% | Reduce -36.2% | 412,588 | $138.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.8% | 404,281 | $134.9M |
| Corient Private Wealth LP | 0.19% | Reduce -5.3% | 398,655 | $133.0M |
| FMR LLC | 0.01% | Reduce -3.9% | 379,065 | $126.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.2% | 351,018 | $117.1M |
| Natixis Advisors, LLC | 0.16% | Add +18.0% | 337,605 | $112.6M |
| Pictet Asset Management Holding SA | 0.12% | Reduce -0.8% | 334,990 | $111.8M |
| Boston Partners | 0.12% | New | 334,261 | $111.5M |
| Champlain Investment Partners, LLC | 1.34% | Reduce -5.4% | 316,975 | $105.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Reduce -0.6% | 307,061 | $102.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +60.6% | 300,512 | $100.3M |
| Captrust Financial Advisors | 0.17% | Add +1.2% | 297,197 | $99.1M |
| Vaughan Nelson Investment Management, L.P. | 0.97% | Add +20.7% | 289,117 | $96.5M |
| Truist Financial Corp. | 0.13% | Add +4.2% | 284,064 | $94.8M |
| Cooke & Bieler LP | 1.05% | Reduce -37.5% | 277,906 | $92.7M |
| Jones Financial Companies LLLP | 0.04% | Add +29176.8% | 282,228 | $91.9M |
| Silvercrest Asset Management Group LLC | 0.65% | Reduce -2.6% | 270,168 | $90.1M |
| Janus Henderson Group PLC | 0.04% | Reduce -9.5% | 257,878 | $86.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 253,887 | $84.7M |
| Robeco Schweiz AG | 1.76% | Add +1.0% | 249,629 | $83.3M |
| Bank of America Corp. | 0.01% | Reduce -0.2% | 247,850 | $82.7M |
| Amundi | 0.02% | Add +80.7% | 232,936 | $77.7M |
| Caisse de depot et placement du Quebec | 0.11% | Add +277.0% | 209,877 | $70.0M |
| Ako Capital LLP | 1.32% | New | 201,377 | $67.2M |
| Bridges Investment Management Inc. | 0.87% | Add +7.6% | 193,476 | $64.5M |
| Lazard Asset Management LLC | 0.10% | Add +5.5% | 190,650 | $63.6M |
| TD Asset Management Inc | 0.05% | Add +7.7% | 189,755 | $63.3M |
| UBS Group AG | 0.01% | Reduce -13.4% | 178,328 | $59.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +23.4% | 165,746 | $55.3M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 163,328 | $54.5M |
| Handelsbanken Fonder AB | 0.18% | Reduce -17.2% | 162,077 | $54.1M |
| Renaissance Technologies | 0.08% | Add +46.8% | 161,460 | $53.9M |
| Legal & General Group Plc | 0.01% | Add +1.9% | 160,761 | $53.6M |
| River Road Asset Management, LLC | 0.61% | Reduce -51.4% | 160,753 | $53.6M |
| Nuveen, LLC | 0.01% | Add +1.8% | 155,151 | $51.8M |
| AQR Capital Management | 0.02% | Add +25.1% | 154,945 | $51.5M |
| Brown Brothers Harriman & Co. | 0.27% | Add +0.0% | 149,432 | $49.9M |
| Welch & Forbes LLC | 0.61% | Add +6.8% | 140,466 | $46.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.46% | Add +30.8% | 132,345 | $46.2M |
| Bahl & Gaynor LLC | 0.23% | Reduce -0.1% | 134,568 | $44.9M |
| Epoch Investment Partners, Inc. | 0.27% | Add +4.9% | 131,564 | $43.9M |
| Deutsche Bank AG | 0.01% | Add +4.1% | 130,882 | $43.7M |
| Bank of Montreal | 0.02% | Reduce -0.5% | 129,651 | $43.3M |
| Johnson Investment Counsel Inc. | 0.35% | Reduce -2.0% | 127,933 | $42.7M |
| First Trust Advisors LP | 0.03% | Reduce -23.9% | 126,224 | $42.1M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 124,923 | $41.7M |
| Swiss National Bank | 0.02% | Add +4.7% | 122,620 | $40.9M |
| Rhumbline Advisers | 0.03% | Add +0.4% | 119,221 | $39.8M |
| Raymond James Financial Inc. | 0.01% | Add +12.1% | 111,307 | $37.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.53% | Reduce -0.2% | 95,098 | $31.7M |
| Principal Financial Group Inc. | 0.02% | Add +1.6% | 94,903 | $31.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.0% | 94,581 | $31.6M |
| Schwartz Investment Counsel Inc. | 1.07% | No change | 90,000 | $30.0M |
| Triodos Investment Management BV | 2.26% | Reduce -1.1% | 89,750 | $29.9M |
| Sei Investments Co. | 0.03% | Reduce -11.9% | 89,320 | $29.8M |
| Dixon Mitchell Investment Counsel Inc. | 1.03% | Reduce -1.2% | 88,652 | $29.6M |
| Lodge Hill Capital, LLC | 5.64% | Add +52.1% | 87,530 | $29.2M |
| Formuepleje A/S | 2.63% | Reduce -60.9% | 87,042 | $29.0M |
| LGT Capital Partners LTD. | 1.54% | Add +18.6% | 86,648 | $28.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -6.0% | 85,735 | $28.6M |
| O'shaughnessy Asset Management, LLC | 0.14% | Reduce -11.4% | 83,675 | $27.9M |
| California Public Employees Retirement System | 0.02% | Reduce -9.4% | 80,599 | $26.9M |
| Schroder Investment Management Group | 0.02% | Add +3579.3% | 81,828 | $26.7M |
| Swedbank AB | 0.03% | No change | 79,669 | $26.6M |
| Zurich Insurance Group Ltd | 0.20% | New | 78,058 | $26.0M |
| Employees Provident Fund Board | 0.20% | Add +48.0% | 77,720 | $25.9M |
| Schonfeld Strategic Advisors LLC | 0.21% | Add +1717.6% | 75,520 | $25.2M |
| Copeland Capital Management, LLC | 0.55% | Reduce -1.0% | 73,534 | $24.5M |
| ProShare Advisors LLC | 0.04% | Reduce -27.0% | 73,349 | $24.5M |
| Excalibur Management Corp. | 8.55% | Reduce -0.9% | 71,314 | $23.8M |
| California State Teachers Retirement System | 0.02% | Reduce -3.8% | 70,052 | $23.4M |
| HM Payson & Co. | 0.34% | Reduce -11.1% | 69,917 | $23.3M |
| Korea Investment CORP | 0.04% | Add +369.4% | 64,723 | $21.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -10.1% | 61,758 | $20.6M |
| KCM Investment Advisors LLC | 0.65% | Reduce -0.1% | 58,394 | $19.5M |
| Waycross Partners, LLC | 1.79% | Add +3.2% | 56,206 | $18.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -80.4% | 50,773 | $16.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.5% | 52,419 | $16.8M |
| Birch Hill Investment Advisors LLC | 0.73% | Add +3.0% | 49,032 | $16.4M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 48,933 | $16.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -22.3% | 48,675 | $16.2M |
| Wedge Capital Management L L P | 0.30% | Reduce -14.7% | 48,224 | $16.1M |
| Distillate Capital Partners LLC | 0.84% | Add +0.3% | 47,575 | $15.9M |
| Wellington Management Group LLP | 0.00% | Reduce -13.6% | 44,935 | $15.0M |
| Capital Fund Management S.A. | 0.13% | Add +32.5% | 44,796 | $14.9M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.22% | Add +23.0% | 44,780 | $14.9M |
| Mediolanum International Funds Ltd | 0.16% | Add +6.8% | 45,434 | $14.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.1% | 43,683 | $14.6M |
| Glenview Trust Co | 0.23% | Add +34.9% | 43,231 | $14.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.14% | Add +6.8% | 40,860 | $13.6M |
| Citadel Advisors | 0.01% | Reduce -18.4% | 40,486 | $13.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.4% | 40,301 | $13.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.8% | 39,957 | $13.3M |
| MassMutual Private Wealth & Trust, FSB | 0.35% | Add +23.7% | 38,520 | $12.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.2% | 38,150 | $12.7M |
| Aviva PLC | 0.02% | Add +3.5% | 38,110 | $12.7M |
| Running Oak Capital LLC | 1.71% | Reduce -13.8% | 37,986 | $12.7M |
| Squarepoint Ops LLC | 0.03% | New | 37,026 | $12.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.8% | 36,959 | $12.3M |
| Man Group plc | 0.02% | Reduce -56.0% | 35,527 | $11.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -8.5% | 35,456 | $11.8M |
| HighTower Advisors, LLC | 0.01% | Add +11.6% | 33,934 | $11.3M |
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 32,756 | $10.9M |
| American Century Companies Inc. | 0.01% | Add +9.3% | 32,437 | $10.8M |
| Stansberry Asset Management, LLC | 1.12% | Add +69.5% | 32,089 | $10.7M |
| 1832 Asset Management L.P. | 0.01% | Reduce -10.2% | 31,562 | $10.5M |
| CX Institutional | 0.32% | Add +3314.3% | 31,036 | $10.4M |
| Novare Capital Management LLC | 0.82% | Add +5.5% | 30,935 | $10.3M |
| Moran Wealth Management, LLC | 0.31% | Reduce -4.4% | 30,126 | $10.1M |
| Storebrand Asset Management As | 0.03% | Reduce -4.2% | 29,348 | $9.8M |
| Thompson Davis & Co., Inc. | 6.45% | No change | 28,982 | $9.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -2.5% | 28,799 | $9.6M |
| Channing Capital Management, LLC | 0.24% | Reduce -3.4% | 28,481 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -9.8% | 27,846 | $9.3M |
| Atom Investors LP | 0.66% | Add +35.2% | 27,688 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +7.2% | 27,504 | $9.2M |
| LPL Financial LLC | 0.00% | Add +27.8% | 27,453 | $9.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +18.9% | 27,343 | $9.1M |
| Nomura Asset Management International Inc. | 0.02% | Reduce -1.6% | 27,015 | $9.0M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.17% | No change | 26,832 | $9.0M |
| New York State Common Retirement Fund | 0.01% | Add +1.1% | 26,418 | $8.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -71.2% | 26,291 | $8.8M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -7.5% | 26,041 | $8.7M |
| Roundview Capital LLC | 0.53% | Add +0.9% | 25,443 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -36.2% | 25,133 | $8.4M |
| Leith Wheeler Investment Counsel Ltd. | 0.69% | Reduce -0.1% | 25,124 | $8.4M |
| Alley Investment Management Company, LLC | 1.02% | Add +39.5% | 24,987 | $8.3M |
| Guinness Asset Management LTD | 0.14% | Add +0.9% | 24,104 | $8.0M |
| Bridgewater Associates | 0.04% | Reduce -16.9% | 23,658 | $7.9M |
| HSBC Holdings PLC | 0.00% | Reduce -35.9% | 22,869 | $7.6M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.5% | 22,059 | $7.4M |
| YHB Investment Advisors, Inc. | 0.51% | Add +4.3% | 21,362 | $7.1M |
| Citigroup Inc. | 0.00% | Reduce -18.5% | 21,247 | $7.1M |
| Marshall Wace, LLP | 0.01% | New | 21,133 | $7.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 21,076 | $7.0M |
| Kwmg, LLC | 0.59% | Add +2.5% | 21,070 | $7.0M |
| Quantinno Capital Management LP | 0.01% | Add +37.2% | 21,059 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +730.1% | 20,727 | $6.9M |
| Curi Capital, LLC | 0.12% | Add +200.3% | 20,483 | $6.8M |
| VELA Investment Management, LLC | 1.76% | Add +33.2% | 20,406 | $6.8M |
| SEB Asset Management AB | 0.03% | — | 20,333 | $6.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.5% | 20,296 | $6.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 20,142 | $6.7M |
| Nordea Investment Management AB | 0.01% | Add +1.7% | 20,141 | $6.6M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 19,638 | $6.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +32.6% | 19,620 | $6.5M |
| EULAV Asset Management | 0.21% | No change | 19,400 | $6.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -0.6% | 18,964 | $6.3M |
| Brown Advisory Inc. | 0.01% | Reduce -18.0% | 18,857 | $6.3M |
| Marks Group Wealth Management, Inc | 0.61% | Reduce -9.9% | 18,836 | $6.3M |
| Intech Investment Management LLC | 0.06% | Reduce -37.7% | 18,768 | $6.3M |
| Amalgamated Bank | 0.05% | Reduce -1.6% | 18,624 | $6.2M |
| Gotham Asset Management | 0.02% | Add +445.9% | 18,452 | $6.2M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -0.8% | 18,402 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +23.4% | 18,202 | $6.1M |
| Millennium Management | 0.00% | Reduce -28.2% | 18,101 | $6.0M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -4.5% | 17,933 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | Add +16.5% | 17,897 | $6.0M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 17,733 | $5.9M |
| GMO | 0.01% | Reduce -3.6% | 17,496 | $5.8M |
| Fifth Third Bancorp | 0.01% | Add +1428.5% | 17,425 | $5.8M |
| Kinsale Capital Group, Inc. | 0.93% | Add +7.6% | 17,312 | $5.8M |
| &partners | 0.03% | Reduce -4.0% | 17,272 | $5.8M |
| Baillie Gifford & Co. | 0.01% | Reduce -25.1% | 17,131 | $5.7M |
| Tredje AP-fonden | 0.03% | Add +228.3% | 16,916 | $5.6M |
| Worldquant Millennium Advisors LLC | 0.02% | No change | 16,872 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -0.1% | 16,839 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.2% | 16,752 | $5.6M |
| Princeton Global Asset Management LLC | 0.91% | Reduce -0.4% | 16,752 | $5.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 16,551 | $5.5M |
| Mawer Investment Management Ltd. | 0.04% | Reduce -49.8% | 16,237 | $5.4M |
| Henshaw Capital LLC | 0.20% | Add +0.3% | 16,156 | $5.4M |
| Ameritas Investment Partners, Inc. | 0.16% | Add +0.1% | 16,042 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +31.8% | 15,921 | $5.3M |
| Heartland Advisors Inc. | 0.27% | Add +88.7% | 15,644 | $5.2M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -6.8% | 15,634 | $5.2M |
| Illinois Municipal Retirement Fund | 0.07% | Add +259.1% | 15,601 | $5.2M |
| Havemeyer Place LP | 0.59% | Add +717.8% | 15,423 | $5.1M |
| KLP Kapitalforvaltning As | 0.02% | No change | 15,100 | $5.0M |
| River Wealth Advisors LLC | 0.57% | Reduce -6.6% | 14,960 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +121.0% | 14,828 | $4.9M |
| Greenfield Seitz Capital Management, LLC | 1.47% | Reduce -2.7% | 14,632 | $4.9M |
| Sit Investment Associates Inc. | 0.10% | No change | 14,485 | $4.8M |
| Voya Investment Management LLC | 0.01% | Reduce -0.6% | 14,423 | $4.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.8% | 14,309 | $4.8M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.5% | 14,138 | $4.7M |
| XTX Topco Ltd | 0.08% | Add +295.0% | 13,686 | $4.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -3.9% | 13,567 | $4.5M |
| DNB Asset Management AS | 0.02% | Add +11.2% | 13,488 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 13,426 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.3% | 13,232 | $4.4M |
| Watchman Group, Inc. | 1.06% | Reduce -0.4% | 13,137 | $4.4M |
| Cary Street Partners Financial LLC | 0.11% | Add +47.5% | 13,029 | $4.3M |
| Creative Planning | 0.00% | Add +28.7% | 12,692 | $4.2M |
| Yousif Capital Management, LLC | 0.05% | Reduce -6.5% | 12,657 | $4.2M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +4.7% | 12,576 | $4.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | Add +72.3% | 12,488 | $4.2M |
| Next Level Private LLC | 0.92% | Add +0.3% | 12,265 | $4.1M |
| Hancock Whitney Corp. | 0.07% | Add +2.9% | 11,482 | $4.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 11,744 | $3.9M |
| Louisiana State Employees Retirement System | 0.07% | Add +2.6% | 11,800 | $3.9M |
| Aberdeen Group plc | 0.01% | Reduce -6.9% | 11,466 | $3.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.19% | Add +44.3% | 11,384 | $3.8M |
| Arizona State Retirement System | 0.02% | Reduce -3.3% | 11,354 | $3.8M |
| KBC Group NV | 0.01% | Add +0.2% | 11,153 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +19.7% | 10,895 | $3.6M |
| Assenagon Asset Management S.A. | 0.01% | New | 10,657 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.8% | 10,611 | $3.5M |
| State of Michigan Retirement System | 0.02% | Reduce -0.9% | 10,572 | $3.5M |
| Burney Co./ | 0.11% | Reduce -10.7% | 10,524 | $3.5M |
| Select Asset Management & Trust | 1.09% | No change | 10,509 | $3.5M |
| Danske Bank A/S | 0.01% | Reduce -3.9% | 10,431 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.7% | 10,301 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.0% | 10,220 | $3.4M |
| Ofi Invest Asset Management | 0.04% | New | 11,662 | $3.4M |
| IFM Investors Pty Ltd | 0.03% | Reduce -2.5% | 10,098 | $3.4M |
| 4D Advisors, LLC | 2.11% | Reduce -50.0% | 10,000 | $3.3M |
| Harvey Investment Co. LLC | 0.36% | No change | 9,935 | $3.3M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +16.2% | 9,548 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Add +2.4% | 9,447 | $3.2M |
| Covea Finance | 0.11% | No change | 9,400 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +19.9% | 9,339 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +14.2% | 9,144 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -2.0% | 9,138 | $3.0M |
| New Mexico Educational Retirement Board | 0.09% | No change | 8,940 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +3.2% | 8,645 | $2.9M |
| 2Xideas AG | 1.10% | Reduce -8.7% | 8,435 | $2.8M |
| Toronto Dominion Bank | 0.01% | Reduce -14.3% | 8,409 | $2.8M |
| Summit Trail Advisors, LLC | 0.04% | Add +17.9% | 8,371 | $2.8M |
| Tilia Fiduciary Partners, Inc. | 1.53% | Add +5.4% | 8,354 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -1.4% | 8,259 | $2.8M |
| National Pension Service | 0.00% | Reduce -79.1% | 8,217 | $2.7M |
| Abn Amro Investment Solutions | 0.04% | Reduce -1.9% | 8,121 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +16.6% | 8,058 | $2.7M |
| Xponance LLC | 0.02% | Add +14.8% | 7,872 | $2.6M |
| PFG Advisors | 0.13% | Reduce -14.5% | 7,796 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +10.4% | 7,739 | $2.6M |
| Parsons Capital Management Inc. | 0.12% | Add +0.1% | 7,662 | $2.6M |
| Procyon Advisors, LLC | 0.12% | Reduce -10.4% | 7,574 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +0.1% | 7,473 | $2.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +104.3% | 7,413 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +2.9% | 7,241 | $2.4M |
| Inspire Investing, LLC | 0.14% | Add +38.4% | 7,160 | $2.4M |
| Motley Fool Wealth Management, LLC | 0.27% | Reduce -26.8% | 7,144 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.1% | 7,044 | $2.4M |
| Trexquant Investment LP | 0.02% | New | 7,030 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +2.6% | 7,020 | $2.3M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 7,000 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.2% | 6,981 | $2.3M |
| US Bancorp \de | 0.00% | Add +6.7% | 6,969 | $2.3M |
| Empowered Funds, LLC | 0.01% | New | 6,946 | $2.3M |
| Tandem Capital Management Corp. | 1.15% | Add +10.3% | 6,902 | $2.3M |
| South Dakota Investment Council | 0.04% | Reduce -6.0% | 6,886 | $2.3M |
| MAI Capital Management | 0.01% | Add +0.8% | 6,774 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.7% | 6,732 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -3.9% | 6,731 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.1% | 6,667 | $2.2M |
| Cox Capital Mgt LLC | 1.47% | New | 6,626 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 6,542 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +44.5% | 6,479 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 6,414 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.19% | No change | 6,412 | $2.1M |
| First National Bank of Omaha | 0.06% | Reduce -0.4% | 6,290 | $2.1M |
| Rathbones Group PLC | 0.01% | Reduce -11.7% | 6,178 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +38.2% | 6,167 | $2.1M |
| Diversified Management Inc. | 0.34% | New | 6,014 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Reduce -14.9% | 5,941 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.5% | 5,941 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -34.4% | 5,900 | $2.0M |
| Eads & Heald Wealth Management | 0.97% | Reduce -0.2% | 5,855 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.2% | 5,790 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -24.0% | 5,760 | $1.9M |
| Shayne & Jacobs, LLC | 0.59% | Reduce -0.2% | 5,755 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.7% | 5,743 | $1.9M |
| Romano Brothers and Company | 0.22% | No change | 5,738 | $1.9M |
| Chesley Taft & Associates LLC | 0.08% | Add +5.0% | 5,660 | $1.9M |
| Walleye Capital LLC | 0.01% | Reduce -77.5% | 5,657 | $1.9M |
| Montecito Bank & Trust | 0.31% | No change | 5,565 | $1.9M |
| Stonebridge Financial Group, LLC | 0.15% | No change | 5,458 | $1.8M |
| Vest Financial, LLC | 0.02% | Reduce -39.2% | 5,374 | $1.8M |
| Bokf, NA | 0.03% | Add +60.0% | 5,308 | $1.8M |
| Canandaigua National Corp. | 0.16% | — | 5,239 | $1.7M |
| Virtu Financial LLC | 0.07% | Reduce -5.8% | 5,203 | $1.7M |
| Callan Family Office, LLC | 0.04% | Add +2.3% | 5,198 | $1.7M |
| Boston Common Asset Management, LLC | 0.11% | Add +0.6% | 5,190 | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -14.8% | 5,244 | $1.7M |
| Lifestyle Asset Management, Inc. | 0.56% | Add +20.2% | 5,127 | $1.7M |
| Rehmann Capital Advisory Group | 0.09% | Add +1.5% | 5,105 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 5,088 | $1.7M |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -8.1% | 5,037 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +35.9% | 4,944 | $1.6M |
| Mirabaud Asset Management Ltd | 1.36% | Reduce -55.9% | 5,051 | $1.6M |
| Polaris Capital Management, LLC | 0.13% | Add +40.3% | 4,926 | $1.6M |
| Meiji Yasuda Life Insurance Co | 0.06% | Add +38.7% | 4,914 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.2% | 4,891 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.8% | 4,884 | $1.6M |
| Eurizon Capital SGR S.p.A. | 0.01% | Reduce -22.5% | 4,867 | $1.6M |
| Alps Advisors Inc. | 0.01% | Reduce -13.8% | 4,788 | $1.6M |
| Allstate Corp. | 0.02% | Add +86.8% | 4,758 | $1.6M |
| Sepio Capital, LP | 0.09% | Add +275.3% | 4,703 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -4.0% | 4,636 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +21.5% | 4,623 | $1.5M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.02% | — | 4,566 | $1.5M |
| Sterling Capital Management LLC | 0.03% | Reduce -20.8% | 4,506 | $1.5M |
| OP Asset Management Ltd | 0.01% | Reduce -9.9% | 4,441 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 4,440 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -0.9% | 4,370 | $1.5M |
| Laurus Global Equity Management Inc. | 1.41% | Reduce -60.1% | 4,320 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +545.1% | 4,264 | $1.4M |
| Tidal Investments LLC | 0.00% | Reduce -17.3% | 4,253 | $1.4M |
| Generali Asset Management SPA SGR | 0.03% | New | 4,192 | $1.4M |
| Polianta Ltd | 0.18% | Reduce -10.9% | 4,100 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.2% | 4,064 | $1.4M |
| Calamos Advisors LLC | 0.01% | New | 4,059 | $1.4M |
| Brevan Howard Capital Management LP | 0.01% | Add +158.4% | 4,002 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +3.1% | 3,988 | $1.3M |
| Stance Capital LLC | 0.64% | New | 3,956 | $1.3M |
| SevenBridge Financial Group, LLC | 0.21% | No change | 3,719 | $1.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | New | 3,914 | $1.3M |
| Sycomore Asset Management | 0.18% | New | 3,000 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | New | 3,860 | $1.3M |
| Equitable Trust Co. | 0.06% | Reduce -2.0% | 3,815 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Add +1.6% | 3,809 | $1.3M |
| Diversified Trust Co. | 0.02% | Add +16.9% | 3,746 | $1.2M |
| Cordatus Wealth Management LLC | 0.30% | Reduce -0.1% | 3,746 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Reduce -6.3% | 3,719 | $1.2M |
| Oak Thistle LLC | 0.12% | Add +58.7% | 3,700 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +24.0% | 3,669 | $1.2M |
| Ethic Inc. | 0.02% | Add +43.5% | 3,644 | $1.2M |
| Penserra Capital Management LLC | 0.01% | New | 3,553 | $1.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,475 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -11.4% | 3,453 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -1.4% | 3,395 | $1.1M |
| Groupe la Francaise | 0.02% | Reduce -39.2% | 3,320 | $1.1M |
| Novem Group | 0.13% | Add +4.8% | 3,311 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +1.8% | 3,254 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -3.3% | 3,242 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.02% | Add +28.9% | 3,225 | $1.1M |
| Nemes Rush Group LLC | 0.10% | No change | 3,202 | $1.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.3% | 3,165 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.1% | 3,157 | $1.0M |
| Allianz Asset Management GmbH | 0.00% | Add +31.4% | 3,106 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | Add +121.1% | 3,104 | $1.0M |
| Macquarie Group Ltd. | 0.01% | Reduce -33.4% | 3,066 | $1.0M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Reduce -7.4% | 3,063 | $1.0M |
| Candriam S.C.A. | 0.01% | Add +11.1% | 3,058 | $1.0M |
| Securian Asset Management, Inc. | 0.04% | No change | 3,038 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +13.5% | 3,035 | $1.0M |
| Investment Management Corp of Ontario | 0.01% | Add +2.8% | 2,993 | $999K |
| Quantbot Technologies LP | 0.04% | Reduce -16.1% | 2,990 | $998K |
| HB Wealth Management, LLC | 0.01% | Add +26.1% | 2,974 | $992K |
| Bank of Nova Scotia | 0.00% | Reduce -82.5% | 2,971 | $991K |
| Mraz, Amerine & Associates, Inc. | 0.15% | Reduce -26.1% | 2,965 | $989K |
| Parr McKnight Wealth Management Group, LLC | 0.13% | Add +83.9% | 2,957 | $987K |
| TCFG Wealth Management, LLC | 0.37% | No change | 2,941 | $981K |
| TCFG Investment Advisors, LLC | 0.37% | — | 2,941 | $981K |
| Baird Financial Group, Inc. | 0.00% | Add +7.7% | 2,939 | $981K |
| Tributary Capital Management, LLC | 0.10% | Add +1.0% | 2,938 | $980K |
| BHK Investment Advisors, LLC | 0.32% | Add +0.0% | 2,909 | $970K |
| Vident Advisory, LLC | 0.01% | Reduce -71.1% | 2,878 | $960K |
| Commerce Bank | 0.00% | Reduce -0.4% | 2,827 | $943K |
| Equitable Holdings, Inc. | 0.01% | Add +221.2% | 2,859 | $943K |
| Ramirez Asset Management, Inc. | 0.11% | Reduce -0.3% | 2,824 | $942K |
| Boit C F David | 0.41% | New | 2,800 | $934K |
| PEAK6 LLC | 0.03% | New | 2,798 | $933K |
| Avior Wealth Management, LLC | 0.03% | Reduce -20.4% | 2,793 | $932K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,767 | $923K |
| Bridgefront Capital, LLC | 0.22% | New | 2,700 | $901K |
| Clarion Wealth Managment Partners, LLC | 0.81% | No change | 2,679 | $894K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.9% | 2,663 | $889K |
| First Pacific Advisors, LP | 0.01% | New | 2,632 | $878K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,608 | $870K |
| Wright Investors Service Inc. | 0.27% | New | 2,581 | $861K |
| Nomura Holdings Inc. | 0.01% | Reduce -39.5% | 2,569 | $857K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 2,509 | $837K |
| Foster & Motley Inc. | 0.04% | Add +32.2% | 2,508 | $837K |
| AMG National Trust Bank | 0.02% | New | 2,475 | $826K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.6% | 2,472 | $825K |
| Invst, LLC | 0.09% | New | 2,462 | $821K |
| Keybank National Association | 0.00% | Reduce -12.5% | 2,442 | $815K |
| Northwest & Ethical Investments L.P. | 0.02% | No change | 2,348 | $783K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 2,340 | $781K |
| Colonial Trust Advisors | 0.06% | Reduce -4.0% | 2,337 | $780K |
| Marshall Financial Group, LLC | 0.12% | Add +1.8% | 2,325 | $776K |
| BLB&B Advisors, LLC | 0.03% | Reduce -7.6% | 2,305 | $769K |
| Tudor Investment Corporation | 0.00% | Reduce -1.8% | 2,292 | $765K |
| Atria Investments, Inc | 0.01% | Add +40.8% | 2,287 | $763K |
| Vestcor Inc | 0.02% | Reduce -0.6% | 2,270 | $757K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -34.5% | 2,239 | $747K |
| AlTi Global, Inc. | 0.02% | Add +0.1% | 2,222 | $741K |
| Two Sigma Investments, LP | 0.00% | New | 2,220 | $741K |
| ABN AMRO Bank N.V. | 0.01% | Reduce -6.0% | 2,193 | $740K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +10.4% | 2,214 | $739K |
| Lido Advisors, LLC | 0.00% | Reduce -11.5% | 2,205 | $736K |
| Renaissance Group LLC | 0.03% | Reduce -0.2% | 2,194 | $732K |
| Coldstream Capital Management Inc. | 0.01% | Add +16.3% | 2,190 | $731K |
| Numerai GP LLC | 0.07% | Reduce -71.6% | 2,181 | $728K |
| CIBC Asset Management Inc | 0.00% | Add +4.2% | 2,162 | $721K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.4% | 2,146 | $716K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +43.8% | 2,133 | $712K |
| SummitTX Capital, L.P. | 0.02% | New | 2,131 | $711K |
| Bath Savings Trust Co | 0.08% | Add +3.6% | 2,128 | $710K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,109 | $704K |
| NewEdge Advisors, LLC | 0.00% | Add +4.9% | 2,105 | $702K |
| Clear Creek Financial Management, LLC | 0.05% | Add +8.8% | 2,086 | $696K |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.3% | 2,078 | $693K |
| Stonebrook Private Inc. | 0.15% | Add +2.3% | 2,069 | $690K |
| QRG Capital Management, Inc. | 0.01% | Add +22.8% | 2,064 | $689K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -25.2% | 2,060 | $687K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.2% | 2,051 | $684K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +20.2% | 2,044 | $682K |
| CI Investments Inc. | 0.00% | Reduce -0.9% | 2,041 | $681K |
| Sylvest Advisors, LLC | 0.36% | Add +0.3% | 2,021 | $674K |
| Brooklyn Investment Group | 0.02% | Add +49.2% | 2,016 | $673K |
| Sierra Legacy Group | 0.51% | Reduce -0.3% | 2,005 | $669K |
| CoreCap Advisors, LLC | 0.02% | No change | 2,000 | $667K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -0.4% | 2,000 | $667K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 2,000 | $667K |
| TD Private Client Wealth LLC | 0.01% | Add +11652.9% | 1,998 | $667K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.6% | 1,987 | $663K |
| Radnor Capital Management, LLC | 0.10% | Reduce -4.8% | 1,980 | $661K |
| Raiffeisen Bank International AG | 0.01% | Add +700.4% | 1,977 | $644K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +19.7% | 1,905 | $635K |
| Sendero Wealth Management, LLC | 0.07% | Reduce -6.2% | 1,880 | $627K |
| New Republic Capital, LLC | 0.21% | New | 1,865 | $622K |
| Choreo, LLC | 0.01% | Reduce -8.8% | 1,856 | $619K |
| Colonial Trust Co / SC | 0.08% | Reduce -2.1% | 1,846 | $616K |
| Prudential PLC | 0.00% | No change | 1,826 | $609K |
| Credit Agricole S A | 0.00% | Add +7.4% | 1,826 | $609K |
| Alhambra Investment Management LLC | 0.28% | No change | 1,823 | $608K |
| Patron Partners, LLC | 0.27% | No change | 1,809 | $604K |
| Trust Point Inc. | 0.05% | Reduce -4.0% | 1,799 | $600K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.7% | 1,778 | $593K |
| Quadrature Capital Ltd | 0.01% | New | 1,773 | $592K |
| Moody National Bank Trust Division | 0.06% | Add +1.7% | 1,750 | $584K |
| NewEdge Wealth, LLC | 0.01% | Add +23.1% | 1,735 | $579K |
| Osmosis Investment Management UK Ltd | 0.02% | Add +48.1% | 1,725 | $575K |
| XML Financial, LLC | 0.05% | No change | 1,695 | $565K |
| GAMMA Investing LLC | 0.03% | Add +18.1% | 1,670 | $557K |
| Concentric Capital Strategies, LP | 0.05% | Reduce -94.1% | 1,641 | $547K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 1,632 | $547K |
| Guinness Atkinson Asset Management Inc | 0.27% | No change | 1,630 | $544K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -54.2% | 1,610 | $537K |
| Marble Harbor Investment Counsel, LLC | 0.06% | No change | 1,600 | $534K |
| LBP Am SA | 0.01% | No change | 1,582 | $528K |
| First National Advisers, LLC | 0.08% | Reduce -2.2% | 1,575 | $525K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.2% | 1,559 | $520K |
| Fayez Sarofim & Co | 0.00% | No change | 1,545 | $515K |
| Saudi Central Bank | 0.01% | New | 1,542 | $514K |
| Mariner, LLC | 0.00% | New | 1,504 | $502K |
| AdvisorShares Investments LLC | 0.09% | No change | 1,500 | $500K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 1,500 | $500K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -33.4% | 1,452 | $484K |
| Jane Street Group, LLC | 0.00% | Add +36.0% | 1,451 | $484K |
| Kepler Cheuvreux (Suisse) SA | 0.03% | New | 1,449 | $483K |
| Unique Wealth Strategies, LLC | 0.20% | New | 1,447 | $483K |
| Shakespeare Wealth Management, LLC | 0.11% | No change | 1,446 | $482K |
| L2 Asset Management, LLC | 0.05% | Add +16.0% | 1,444 | $482K |
| Y.D. More Investments Ltd | 0.02% | New | 1,411 | $471K |
| Net Worth Advisory Group | 0.10% | Add +4.9% | 1,406 | $469K |
| Dakota Wealth Management | 0.01% | Add +68.6% | 1,394 | $465K |
| Shelton Capital Management | 0.01% | No change | 1,375 | $459K |
| Advisor OS, LLC | 0.03% | Reduce -15.4% | 1,374 | $458K |
| Riverwater Partners LLC | 0.15% | Reduce -1.5% | 1,369 | $457K |
| Meridian Wealth Management, LLC | 0.02% | No change | 1,354 | $452K |
| Principal Securities, Inc. | 0.01% | New | 1,346 | $449K |
| Evergreen Capital Management LLC | 0.01% | Add +39.3% | 1,341 | $447K |
| Nicolet Bankshares Inc. | 0.02% | New | 1,331 | $446K |
| Dana Investment Advisors, Inc. | 0.01% | Add +3.6% | 1,330 | $444K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -46.4% | 1,322 | $441K |
| Hantz Financial Services, Inc. | 0.01% | Add +32.8% | 1,323 | $441K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,320 | $440K |
| National Bank of Canada | 0.00% | Reduce -6.3% | 1,313 | $438K |
| Eastern Bank | 0.01% | No change | 1,300 | $434K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +4.2% | 1,291 | $431K |
| AE Wealth Management LLC | 0.00% | Reduce -46.8% | 1,270 | $424K |
| MeadowBrook Investment Advisors LLC | 0.38% | No change | 1,268 | $423K |
| EP Wealth Advisors, LLC | 0.00% | Add +71.6% | 1,265 | $422K |
| One Wealth Advisors, LLC | 0.05% | Add +67.6% | 1,264 | $422K |
| Oak Associates Ltd. | 0.03% | Reduce -10.7% | 1,255 | $419K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 1,240 | $414K |
| Savant Capital, LLC | 0.00% | Add +5.8% | 1,233 | $412K |
| Stephens Inc. | 0.01% | Add +20.9% | 1,226 | $409K |
| Argent Trust Co | 0.01% | Add +1.1% | 1,218 | $406K |
| North Dakota State Investment Board | 0.02% | Reduce -19.8% | 1,211 | $404K |
| Tred Avon Family Wealth, LLC | 0.13% | Add +0.3% | 1,208 | $403K |
| Alpine Woods Capital Investors, LLC | 0.10% | Reduce -11.1% | 1,200 | $400K |
| Boston Trust Walden Corp | 0.00% | No change | 1,200 | $400K |
| OLIO Financial Planning | 0.11% | No change | 1,196 | $399K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.3% | 1,193 | $398K |
| Clark Financial Services Group Inc. | 0.22% | Add +5.6% | 1,170 | $390K |
| Cadent Capital Advisors, LLC | 0.10% | No change | 1,168 | $390K |
| Praxis Investment Management Inc. | 0.02% | Add +15.3% | 1,161 | $387K |
| WBH Advisory Inc. | 0.03% | No change | 1,146 | $384K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 1,150 | $384K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,133 | $378K |
| State of Wyoming | 0.04% | Reduce -48.6% | 1,131 | $377K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 1,128 | $376K |
| Manning & Napier Advisors LLC | 0.01% | Add +57.0% | 1,126 | $376K |
| Resonant Capital Advisors, LLC | 0.02% | Add +7.7% | 1,124 | $375K |
| Larson Financial Group LLC | 0.01% | Reduce -11.3% | 1,117 | $373K |
| Fiduciary Trust Co | 0.00% | Reduce -0.9% | 1,103 | $368K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -4.7% | 1,097 | $366K |
| Seeds Investor LLC | 0.05% | Add +8.0% | 1,023 | $366K |
| Osprey Private Wealth LLC | 0.11% | Reduce -2.2% | 1,095 | $365K |
| denkapparat Operations GmbH | 0.15% | No change | 1,084 | $362K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.3% | 1,082 | $361K |
| Portland Global Advisors LLC | 0.04% | No change | 1,075 | $359K |
| Aquatic Capital Management LLC | 0.01% | Add +12.2% | 1,070 | $357K |
| Dorato Capital Management | 0.26% | No change | 1,037 | $357K |
| Vise Technologies, Inc. | 0.01% | No change | 1,094 | $350K |
| WCM Investment Management, LLC | 0.00% | Reduce -1.6% | 1,074 | $350K |
| Panagora Asset Management Inc. | 0.00% | Add +3.0% | 1,049 | $350K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -2.9% | 1,045 | $349K |
| Kestra Investment Management, LLC | 0.01% | Reduce -40.6% | 1,039 | $347K |
| R Squared Ltd | 0.19% | New | 1,035 | $345K |
| Perpetual Ltd | 0.01% | No change | 1,028 | $343K |
| United Capital Financial Advisors, LLC | 0.00% | Add +48.5% | 1,007 | $336K |
| STRS Ohio | 0.00% | Reduce -97.5% | 991 | $331K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -4.0% | 989 | $330K |
| Wilkins Miller Wealth Management, LLC | 0.19% | No change | 960 | $320K |
| Gateway Investment Advisers LLC | 0.00% | Add +5.6% | 929 | $310K |
| Mirabella Financial Services LLP | 0.03% | New | 925 | $309K |
| Monarch Capital Management Inc. | 0.07% | Add +8.3% | 917 | $306K |
| Aigen Investment Management, LP | 0.08% | New | 914 | $305K |
| LGT Fund Management Co Ltd. | 0.01% | New | 900 | $300K |
| Rockland Trust Co. | 0.01% | No change | 900 | $300K |
| Glenmede Trust Co. NA | 0.00% | Reduce -17.5% | 894 | $298K |
| Wendell David Associates Inc. | 0.03% | Reduce -1.1% | 886 | $296K |
| Financial Planning Hawaii, Inc. | 0.17% | Reduce -5.3% | 885 | $295K |
| Rice Partnership, LLC | 0.04% | Reduce -9.1% | 876 | $292K |
| Profund Advisors LLC | 0.01% | Reduce -2.4% | 864 | $288K |
| Dark Forest Capital Management LP | 0.03% | New | 851 | $284K |
| Astoria Portfolio Advisors LLC. | 0.06% | Reduce -8.0% | 779 | $281K |
| Patten Group, Inc. | 0.05% | No change | 835 | $279K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 835 | $278K |
| City National Bank of Florida | 0.16% | Add +2.9% | 828 | $276K |
| Allied Investment Advisors, LLC | 0.04% | No change | 820 | $274K |
| Wedbush Securities Inc. | 0.01% | New | 817 | $273K |
| Childress Capital Advisors, LLC | 0.05% | Reduce -1.1% | 814 | $272K |
| Ostrum Asset Management | 0.02% | Add +1.5% | 807 | $269K |
| Leonteq Securities AG | 0.02% | Add +41.2% | 805 | $269K |
| Wedmont Private Capital | 0.01% | Add +6.4% | 780 | $268K |
| TrueWealth Advisors, LLC | 0.07% | No change | 800 | $267K |
| UniSuper Management Pty Ltd | 0.00% | No change | 800 | $267K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.3% | 780 | $260K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.7% | 776 | $260K |
| Sunburst Financial Group, LLC | 0.05% | No change | 775 | $259K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.1% | 768 | $256K |
| Florida Financial Advisors, LLC | 0.06% | New | 768 | $256K |
| Journey Strategic Wealth LLC | 0.01% | Add +20.7% | 763 | $255K |
| Geneos Wealth Management Inc. | 0.01% | No change | 750 | $250K |
| Spirepoint Private Client, LLC | 0.02% | No change | 742 | $248K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.3% | 734 | $245K |
| World Investment Advisors | 0.00% | New | 734 | $245K |
| Composition Wealth, LLC | 0.00% | Reduce -0.1% | 734 | $245K |
| Malaga Cove Capital, LLC | 0.09% | New | 730 | $244K |
| Advisors Capital Management, LLC | 0.00% | Add +13.9% | 728 | $243K |
| Allegheny Financial Group | 0.03% | Reduce -0.1% | 723 | $241K |
| Zions Bancorporation, National Association | 0.02% | Add +0.1% | 718 | $240K |
| Ascent Group, LLC | 0.01% | New | 710 | $237K |
| Westerkirk Capital Inc. | 0.03% | Reduce -30.2% | 706 | $236K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.7% | 705 | $235K |
| Jump Financial, LLC | 0.00% | Reduce -77.5% | 702 | $234K |
| Citizens Financial Group Inc. | 0.00% | Add +1.4% | 702 | $234K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.8% | 701 | $234K |
| Evercore Wealth Management, LLC | 0.00% | No change | 700 | $234K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 696 | $232K |
| Gsa Capital Partners LLP | 0.01% | New | 694 | $232K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.0% | 695 | $232K |
| Genesis Private Wealth, LLC | 0.07% | Add +8.8% | 692 | $231K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.6% | 692 | $231K |
| Compound Planning, Inc. | 0.01% | New | 684 | $228K |
| Inspire Advisors, LLC | 0.02% | Reduce -73.9% | 683 | $228K |
| LVW Advisors, LLC | 0.02% | New | 682 | $228K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -16.6% | 678 | $226K |
| TCW Group Inc. | 0.00% | Reduce -0.3% | 678 | $226K |
| Mission Wealth Management, LP | 0.00% | Add +1.6% | 676 | $226K |
| Greenleaf Trust | 0.00% | Add +6.1% | 674 | $225K |
| Lebenthal Global Advisors, LLC | 0.03% | No change | 666 | $222K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -2.1% | 664 | $222K |
| West Michigan Advisors, LLC | 0.05% | No change | 660 | $220K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 659 | $220K |
| Venturi Wealth Management, LLC | 0.01% | New | 659 | $220K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +2.5% | 659 | $220K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -20.4% | 645 | $215K |
| Centiva Capital, LP | 0.01% | New | 642 | $214K |
| Gateway Wealth Partners, LLC | 0.01% | New | 635 | $212K |
| MCF Advisors LLC | 0.01% | No change | 633 | $211K |
| Entropy Technologies, LP | 0.01% | Reduce -92.2% | 626 | $209K |
| Teacher Retirement System of Texas | 0.00% | Reduce -56.3% | 623 | $208K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -28.7% | 622 | $208K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 616 | $206K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 574 | $205K |
| Claret Asset Management Corp | 0.02% | New | 612 | $204K |
| Blair William & Co. | 0.00% | New | 609 | $203K |
| Carter Financial Group, INC. | 0.12% | New | 604 | $202K |
| HUB Investment Partners, LLC | 0.00% | Reduce -71.3% | 601 | $201K |
| Pioneer Trust Bank N A | 0.05% | New | 600 | $200K |
| Cohen & Steers, Inc. | 0.00% | Add +20.0% | 600 | $200K |
| Oslo Pensjonsforsikring AS | 0.03% | — | 597 | $199K |
| Arax Advisory Partners | 0.01% | Reduce -7.7% | 579 | $193K |
| UMB Bank, n.a. | 0.00% | Add +12.1% | 566 | $189K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +15.8% | 564 | $188K |
| Assetmark, Inc. | 0.00% | Add +1.5% | 531 | $177K |
| Deseret Mutual Benefit Administrators | 0.06% | Add +202.9% | 521 | $174K |
| Mather Group, Llc. | 0.00% | New | 513 | $171K |
| MTM Investment Management, LLC | 0.05% | No change | 500 | $167K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 500 | $167K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -6.0% | 471 | $157K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +14.0% | 463 | $154K |
| Allworth Financial LP | 0.00% | Add +3.0% | 441 | $147K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.3% | 427 | $142K |
| Private Trust Co. NA | 0.01% | No change | 409 | $136K |
| Smithfield Trust Co | 0.01% | Add +59.8% | 406 | $135K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 399 | $133K |
| RMG Wealth Management LLC | 0.01% | No change | 355 | $127K |
| Steph & Co. | 0.03% | Reduce -6.9% | 366 | $122K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 340 | $113K |
| Caldwell Trust Co | 0.01% | No change | 337 | $112K |
| Acadian Asset Management LLC | 0.00% | No change | 327 | $109K |
| Blue Trust, Inc. | 0.00% | Reduce -47.7% | 324 | $108K |
| MV Capital Management, Inc. | 0.01% | Reduce -30.7% | 323 | $108K |
| Quent Capital, LLC | 0.01% | Add +0.6% | 313 | $104K |
| FIL Ltd | 0.00% | New | 313 | $104K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +1561.1% | 299 | $100K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -1.0% | 290 | $97K |
| V-Square Quantitative Management LLC | 0.01% | Add +56.1% | 281 | $94K |
| IFP Advisors, Inc | 0.00% | Add +148.6% | 261 | $87K |
| Parallel Advisors, LLC | 0.00% | Add +11.7% | 257 | $86K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 250 | $83K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +431.9% | 250 | $83K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.4% | 246 | $82K |
| Synergy Investment Management, LLC | 0.03% | New | 235 | $78K |
| Signaturefd, LLC | 0.00% | Add +3.7% | 223 | $74K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -60.4% | 222 | $74K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 210 | $70K |
| McIlrath & Eck, LLC | 0.01% | No change | 208 | $69K |
| Hilltop National Bank | 0.02% | Add +50.4% | 200 | $67K |
| LRI Investments, LLC | 0.01% | Add +637.0% | 199 | $66K |
| GW&K Investment Management, LLC | 0.00% | Add +23.1% | 197 | $66K |
| Los Angeles Capital Management LLC | 0.00% | No change | 194 | $65K |
| Crewe Advisors LLC | 0.01% | No change | 188 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +1.1% | 186 | $62K |
| Smartleaf Asset Management LLC | 0.00% | Add +65.4% | 172 | $56K |
| SHP Wealth Management | 0.00% | No change | 162 | $54K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 160 | $53K |
| Root Financial Partners, LLC | 0.00% | Add +63.3% | 160 | $53K |
| Field & Main Bank | 0.01% | No change | 150 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +60.9% | 148 | $49K |
| Exchange Traded Concepts, LLC | 0.00% | New | 146 | $49K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 136 | $45K |
| Quarry LP | 0.01% | Add +16.8% | 132 | $44K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 123 | $41K |
| Covestor Ltd | 0.03% | Reduce -40.8% | 116 | $39K |
| CENTRAL TRUST Co | 0.00% | No change | 115 | $38K |
| Whittier Trust Co. | 0.00% | Reduce -53.1% | 106 | $35K |
| Huntington National Bank | 0.00% | Reduce -39.0% | 103 | $34K |
| Signature Equity Partners, LLC | 0.02% | Add +3133.3% | 97 | $32K |
| Osterweis Capital Management Inc. | 0.00% | No change | 96 | $32K |
| Spire Wealth Management | 0.00% | Reduce -41.3% | 91 | $30K |
| CVA Family Office, LLC | 0.00% | Add +226.9% | 85 | $28K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -37.9% | 82 | $27K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -35.0% | 80 | $27K |
| Dagco, Inc. | 0.01% | No change | 78 | $26K |
| Silicon Valley Capital Partners | 0.00% | Reduce -60.3% | 77 | $26K |
| Versant Capital Management, Inc | 0.00% | Add +163.0% | 71 | $24K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 64 | $21K |
| Opal Wealth Advisors, LLC | 0.00% | New | 63 | $21K |
| Rossby Financial, LCC | 0.00% | Add +122.2% | 60 | $20K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 60 | $20K |
| Hoey Investments, Inc. | 0.00% | No change | 58 | $19K |
| North Star Investment Management Corp. | 0.00% | Add +1.8% | 57 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 55 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -34.2% | 50 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -86.3% | 49 | $17K |
| YANKCOM Partnership | 0.01% | New | 49 | $16K |
| Park Place Capital Corp | 0.00% | New | 46 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -18.2% | 45 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | Add +2.3% | 44 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 42 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $14K |
| Kilter Group LLC | 0.01% | Add +1200.0% | 39 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | Add +143.8% | 39 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +280.0% | 38 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 38 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +209.1% | 34 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 36 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 36 | $12K |
| Security National Bank | 0.00% | No change | 35 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 35 | $12K |
| Salomon & Ludwin, LLC | 0.00% | New | 34 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 32 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +675.0% | 31 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 28 | $9K |
| Salem Investment Counselors Inc. | 0.00% | New | 27 | $9K |
| EFG International AG | 0.00% | Reduce -77.7% | 27 | $9K |
| Richardson Capital Management LLC | 0.00% | No change | 25 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $8K |
| MidFirst Bank | 0.00% | Reduce -94.6% | 25 | $8K |
| Key Financial Inc | 0.00% | No change | 25 | $8K |
| Torren Management, LLC | 0.00% | Reduce -76.9% | 24 | $8K |
| Allianz SE | 0.00% | No change | 24 | $8K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 23 | $8K |
| Sachetta, LLC | 0.00% | Add +50.0% | 21 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -19.2% | 21 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -19.2% | 21 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 20 | $7K |
| United Financial Planning Group LLC | 0.00% | New | 20 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $7K |
| Bangor Savings Bank | 0.00% | No change | 20 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.6% | 19 | $6K |
| First Horizon Corp. | 0.00% | No change | 19 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 19 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 19 | $6K |
| Nova Wealth Management, Inc. | 0.00% | No change | 17 | $6K |
| Union Savings Bank | 0.00% | No change | 16 | $5K |
| True Wealth Design, LLC | 0.00% | Add +7.1% | 15 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 14 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 14 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +116.7% | 13 | $4K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 13 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 12 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.4% | 12 | $4K |
| Red Tortoise LLC | 0.00% | No change | 12 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 11 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +12.5% | 9 | $3K |
| Truvestments Capital LLC | 0.00% | New | 8 | $3K |
| SouthState Bank Corp | 0.00% | No change | 8 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +600.0% | 7 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 7 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 6 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 6 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +400.0% | 5 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $2K |
| Rakuten Securities, Inc. | 0.00% | No change | 5 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 4 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 4 | $1K |
| Essential Partners LLC | 0.00% | Reduce -88.9% | 4 | $1K |
| Caitlin John, LLC | 0.00% | No change | 3 | $1K |
| Basepoint Wealth LLC | 0.00% | No change | 3 | $1K |
| 1015 Capital Partners, LLC | 0.00% | Reduce -25.0% | 3 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $1K |
| Triumph Capital Management | 0.00% | No change | 3 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $668 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $668 |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 2 | $667 |
| Aventura Private Wealth, LLC | 0.00% | No change | 2 | $667 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -60.0% | 2 | $667 |
| Ascentis Independent Advisors | 0.00% | New | 2 | $667 |
| Cornerstone Financial Management LLC | 0.00% | New | 1 | $334 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $334 |
| USA Financial Formulas | 0.00% | No change | 1 | $334 |
| Activest Wealth Management | 0.00% | New | 1 | $334 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $334 |
| Roble, Belko & Company, Inc | 0.00% | Reduce -50.0% | 1 | $0 |
| Avion Wealth | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is CSL's weight in each manager's 13F, not the share of Carlisle Cos Inc. the manager owns.