CSXCSX

13F holders, Q3 2025 (September 30)
1,739holders +40
144new positions
92sold out
12famous investors
$35.50avg. 13F price*

At the end of Q3 2025, 1,739 institutions reported holding CSX Corp. (CSX) in their 13F filings, up 40 from Q2 2025. 144 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($6.2B), BlackRock, Inc. ($5.0B) and State Street Corp. ($3.0B). 12 famous investors held it, including Andreas Halvorsen (1.5% of Viking Global Investors's portfolio), Steve Cohen (0.5% of Point72 Asset Management's portfolio) and Ken Fisher (0.3% of Fisher Asset Management's portfolio).

Company
CSX Corp.
Sector
Industrials
CUSIP
126408103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions144$914.4M
Exits92$527.1M

All 13F filers, Q2 2025 → Q3 2025: 133,845,466 shares bought and 137,488,437 shares sold, net −3,642,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,739 holders

Vanguard Group Inc. 0.09% Reduce -0.4% 173,391,349 $6.2B
BlackRock, Inc. 0.09% Reduce -0.8% 141,682,449 $5.0B
State Street Corp. 0.11% Reduce -2.2% 85,640,360 $3.0B
Bank of America Corp. 0.11% Add +165.7% 42,831,990 $1.5B
Geode Capital Management, LLC 0.10% Reduce -0.2% 42,183,407 $1.5B
T. Rowe Price Associates Inc. 0.14% Add +15.8% 37,381,151 $1.3B
Lazard Asset Management LLC 1.47% Reduce -11.0% 30,690,116 $1.1B
FMR LLC 0.06% Add +18.8% 29,858,364 $1.1B
Morgan Stanley 0.06% Add +8.9% 28,401,059 $1.0B
Bank of New York Mellon Corp 0.17% Reduce -0.6% 26,316,524 $934.5M
Fisher Asset Management 0.33% Add +2.3% 25,855,674 $918.1M
Dimensional Fund Advisors LP 0.18% Add +6.1% 23,949,946 $850.5M
JPMorgan Chase & Co. 0.05% Reduce -62.7% 21,052,148 $747.6M
Ameriprise Financial Inc. 0.17% Reduce -0.5% 20,891,266 $741.9M
Deutsche Bank AG 0.25% Add +200.5% 20,588,514 $731.1M
Northern Trust Corp. 0.09% Reduce -2.0% 19,747,932 $701.2M
Legal & General Group Plc 0.14% Add +5.4% 17,840,897 $633.5M
Invesco Ltd. 0.10% Add +5.5% 17,285,584 $613.8M
Viking Global Investors 1.47% Reduce -15.5% 15,947,719 $566.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -13.3% 15,377,480 $546.1M
Victory Capital Management Inc. 0.26% Add +648.4% 12,264,537 $435.5M
Charles Schwab Investment Management Inc. 0.07% Add +0.4% 12,151,853 $431.5M
Alliancebernstein L.P. 0.13% Reduce -12.6% 11,745,346 $417.1M
Goldman Sachs Group Inc. 0.06% Reduce -3.3% 11,177,646 $396.9M
American Century Companies Inc. 0.20% Add +24.8% 10,964,457 $389.3M
Amundi 0.12% Reduce -15.4% 9,986,746 $362.0M
Neuberger Berman Group LLC 0.26% Add +5.0% 9,905,278 $351.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.55% Reduce -0.2% 9,607,273 $341.2M
Royal Bank of Canada 0.06% Add +0.1% 9,034,084 $320.8M
Holocene Advisors, LP 0.69% Add +14.8% 8,397,359 $298.2M
Balyasny Asset Management L.P. 0.61% New 8,193,101 $290.9M
Cohen & Steers, Inc. 0.52% Reduce -1.8% 8,183,130 $290.6M
UBS Group AG 0.06% Add +14.0% 8,090,632 $287.3M
Soroban Capital Partners LP 2.26% No change 7,732,942 $274.6M
Citadel Advisors 0.20% Reduce -17.7% 6,925,389 $245.9M
Millennium Management 0.20% Add +66.8% 6,917,790 $245.7M
Barclays PLC 0.09% Reduce -3.2% 6,909,619 $245.4M
Nuveen, LLC 0.06% Add +1.0% 6,306,611 $223.9M
Macquarie Group Ltd. 0.26% Reduce -13.0% 6,247,326 $221.8M
Mitsubishi UFJ Trust & Banking Corp 0.47% Reduce -0.8% 6,086,889 $216.1M
Fiduciary Management Inc. 2.10% Reduce -3.0% 5,854,820 $207.9M
Point72 Asset Management 0.48% Add +977.4% 5,813,348 $206.4M
National Pension Service 0.16% Add +2.3% 5,635,837 $200.1M
Maj Invest Holding A/S 6.66% Reduce -17.4% 5,488,989 $194.9M
Swiss National Bank 0.11% Reduce -5.6% 5,415,000 $192.3M
HSBC Holdings PLC 0.11% Add +2.6% 5,331,500 $189.4M
Schroder Investment Management Group 0.15% Add +1.7% 5,278,156 $187.4M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -0.1% 4,931,505 $175.1M
Assenagon Asset Management S.A. 0.23% Reduce -11.0% 4,348,164 $154.4M
Junto Capital Management LP 3.15% New 4,233,355 $150.3M
Capital Research Global Investors 0.03% Reduce -56.1% 4,214,472 $149.7M
Wells Fargo & Company 0.03% Reduce -7.0% 4,198,996 $149.1M
Perpetual Ltd 1.77% Add +10.9% 4,011,631 $142.5M
D. E. Shaw & Co. 0.12% Reduce -30.6% 3,903,819 $138.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +3.0% 3,875,348 $137.6M
M&G PLC 0.76% Reduce -4.4% 3,822,278 $137.6M
Manufacturers Life Insurance Company, The 0.11% Add +25.9% 3,723,945 $132.2M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -39.6% 3,719,653 $132.1M
Rhumbline Advisers 0.10% Add +0.3% 3,450,199 $122.5M
California Public Employees Retirement System 0.07% Add +3.9% 3,332,317 $118.3M
Thrivent Financial for Lutherans 0.24% Add +0.5% 3,325,661 $118.1M
Magellan Asset Management Ltd 1.39% Add +3.6% 3,293,947 $117.0M
PNC Financial Services Group, Inc. 0.07% Reduce -3.0% 3,275,709 $116.3M
Clearbridge Investments, LLC 0.09% Add +11318.9% 3,263,752 $115.9M
Great Lakes Advisors, LLC 0.96% Add +28.6% 3,242,607 $115.1M
First Trust Advisors LP 0.08% Reduce -8.7% 3,077,654 $109.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.54% Add +5.2% 3,015,719 $107.1M
Envestnet Asset Management Inc. 0.03% Reduce -6.8% 2,866,064 $101.8M
California State Teachers Retirement System 0.10% Reduce -0.8% 2,821,668 $100.2M
AQR Capital Management 0.06% Add +73.6% 2,820,990 $99.9M
Interval Partners, LP 2.10% Add +58.6% 2,768,429 $98.3M
Raymond James Financial Inc. 0.03% Reduce -1.4% 2,734,856 $97.1M
River Road Asset Management, LLC 1.09% Add +74.9% 2,729,409 $96.9M
SG Americas Securities, LLC 0.36% Add +281.4% 2,706,717 $96.1M
Bank of Montreal 0.04% Add +4.8% 2,609,278 $92.7M
Sound Shore Management Inc 2.84% Reduce -22.2% 2,416,667 $85.8M
Massachusetts Financial Services Co. 0.03% Reduce -22.3% 2,357,456 $83.7M
FIL Ltd 0.07% Add +51.3% 2,342,522 $83.2M
Principal Financial Group Inc. 0.04% Add +9.0% 2,341,401 $83.1M
Citigroup Inc. 0.06% Reduce -16.3% 2,338,179 $83.0M
ProShare Advisors LLC 0.17% Reduce -18.9% 2,335,847 $82.9M
CANADA LIFE ASSURANCE Co 0.12% Add +1.8% 2,293,041 $82.2M
Earnest Partners LLC 0.35% Reduce -2.6% 2,297,028 $81.6M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -57.6% 2,276,682 $80.8M
Brookfield Corp 0.09% New 2,247,489 $79.8M
Primecap Management Co. 0.06% Reduce -0.5% 2,192,000 $77.8M
Aberdeen Group plc 0.12% Reduce -5.7% 2,189,905 $77.8M
Russell Investments Group, Ltd. 0.09% Add +4.3% 2,188,547 $77.7M
Westwood Holdings Group Inc. 0.56% New 2,180,265 $77.4M
National Bank of Canada 0.09% Add +3.9% 2,177,802 $77.3M
Schonfeld Strategic Advisors LLC 0.54% Reduce -33.2% 2,174,509 $77.2M
Ancora Advisors LLC 1.54% Add +6.8% 2,160,038 $76.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -31.6% 2,159,867 $76.7M
New York State Common Retirement Fund 0.10% Reduce -7.8% 2,092,875 $74.3M
Canada Pension Plan Investment Board 0.05% Reduce -25.0% 2,071,698 $73.6M
UniSuper Management Pty Ltd 0.45% Add +1.0% 2,064,351 $73.3M
Moore Capital Management, LP 1.38% Reduce -7.2% 1,904,818 $67.6M
Locust Wood Capital Advisers, LLC 1.83% New 1,885,361 $66.9M
State Board of Administration of Florida Retirement System 0.11% Reduce -6.1% 1,828,487 $64.9M
DekaBank Deutsche Girozentrale 0.10% No change 1,742,129 $62.4M
Zacks Investment Management 0.50% Add +0.1% 1,755,664 $62.3M
Freestone Grove Partners LP 0.45% Add +44.5% 1,715,173 $60.9M
Focus Partners Wealth 0.10% Add +9.5% 1,700,579 $60.4M
Brandywine Global Investment Management, LLC 0.41% Add +0.9% 1,642,679 $58.3M
LPL Financial LLC 0.02% Reduce -4.4% 1,594,442 $56.6M
Westfield Capital Management Co. LP 0.24% Reduce -4.8% 1,592,570 $56.6M
Sculptor Capital LP 1.26% Add +410.1% 1,571,000 $55.8M
HighTower Advisors, LLC 0.06% Add +0.6% 1,552,021 $55.1M
Walleye Trading LLC 0.87% Reduce -8.9% 1,530,586 $54.4M
BNP Paribas Financial Markets 0.04% Reduce -38.3% 1,523,605 $54.1M
Crawford Investment Counsel Inc. 0.90% Add +1.8% 1,518,850 $53.9M
RDST Capital LLC 5.08% Reduce -47.5% 1,517,825 $53.9M
Prudential Financial Inc. 0.06% Reduce -2.9% 1,503,818 $53.4M
Northwestern Mutual Wealth Management Co. 0.04% Add +2.8% 1,500,478 $53.3M
Aviva PLC 0.10% Add +3.8% 1,499,101 $53.2M
Homestead Advisers Corp 1.26% Reduce -21.0% 1,492,033 $53.0M
Sei Investments Co. 0.06% Reduce -16.0% 1,486,292 $52.8M
Cibc World Market Inc. 0.11% Add +5.9% 1,456,492 $51.7M
Allianz Asset Management GmbH 0.06% Reduce -3.7% 1,446,656 $51.4M
Capital International Investors 0.01% Reduce -92.0% 1,419,511 $50.5M
Jain Global LLC 0.70% Add +194.2% 1,419,435 $50.4M
New York State Teachers Retirement System 0.10% Reduce -1.1% 1,406,708 $50.0M
Truist Financial Corp. 0.06% Reduce -1.1% 1,348,312 $47.9M
Calamos Advisors LLC 0.26% Add +0.2% 1,258,374 $44.7M
STRS Ohio 0.16% Add +8.3% 1,222,511 $43.4M
Korea Investment CORP 0.09% Reduce -15.7% 1,192,409 $42.3M
Pictet Asset Management Holding SA 0.04% Reduce -1.0% 1,124,286 $39.9M
Royal London Asset Management Ltd. 0.08% Reduce -1.6% 1,111,259 $39.5M
Man Group plc 0.08% Add +14705.3% 1,081,525 $38.4M
ExodusPoint Capital Management, LP 0.52% Reduce -21.5% 1,054,538 $37.4M
State of Wisconsin Investment Board 0.08% Reduce -14.2% 1,036,124 $36.8M
Commonwealth Equity Services, LLC 0.05% Reduce -1.1% 1,015,966 $36.1M
Toronto Dominion Bank 0.07% Reduce -20.9% 1,010,951 $35.9M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -3.9% 1,005,470 $35.7M
Handelsbanken Fonder AB 0.11% Reduce -5.8% 1,000,655 $35.5M
Davidson Kempner Capital Management LP 0.75% New 1,000,000 $35.5M
Natixis Advisors, LLC 0.05% Reduce -0.6% 970,264 $34.5M
US Bancorp \de 0.04% Add +0.2% 957,335 $34.0M
Partners Group Holding AG 1.88% Add +19.2% 955,323 $33.9M
CBRE Investment Management Listed Real Assets LLC 0.48% Add +81.9% 944,946 $33.6M
Nisa Investment Advisors, LLC 0.13% Reduce -6.0% 928,245 $33.0M
Jones Financial Companies LLLP 0.02% Add +9.9% 950,799 $32.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -0.1% 904,642 $32.1M
Bank of Nova Scotia 0.06% Add +3.5% 903,656 $32.1M
APG Asset Management N.V. 0.09% Add +0.6% 1,058,600 $32.0M
Duff & Phelps Investment Management Co. 0.36% Add +11.8% 892,552 $31.7M
TCW Group Inc. 0.27% Add +3031.8% 891,241 $31.6M
Jane Street Group, LLC 0.04% Add +2774.3% 882,960 $31.4M
Caisse de depot et placement du Quebec 0.06% Add +0.4% 873,844 $31.0M
Danske Bank A/S 0.08% Add +2.6% 872,722 $31.0M
Gateway Investment Advisers LLC 0.29% Add +1.7% 858,525 $30.5M
Teacher Retirement System of Texas 0.12% Add +111.1% 854,183 $30.3M
NEOS Investment Management LLC 0.23% Add +58.6% 851,074 $30.2M
Treasurer of the State of North Carolina 0.09% Reduce -3.8% 844,003 $30.0M
Creative Planning 0.02% Add +4.5% 839,901 $29.8M
Public Employees Retirement System of Ohio 0.09% Add +8.3% 834,697 $29.6M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -16.4% 831,675 $29.5M
Van Eck Associates Corp. 0.03% Add +9.7% 821,549 $29.2M
Asset Management One Co., Ltd. 0.08% Add +1.4% 813,176 $28.9M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -4.1% 799,593 $28.8M
Woodline Partners LP 0.13% Add +736.5% 800,078 $28.4M
State of Tennessee, Department of Treasury 0.09% Add +16.7% 781,431 $27.7M
TD Asset Management Inc 0.02% Reduce -1.8% 776,967 $27.6M
Credit Agricole S A 0.09% — 757,660 $26.9M
AE Wealth Management LLC 0.17% Add +2.6% 739,167 $26.2M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +11.2% 726,705 $25.8M
KLP Kapitalforvaltning As 0.10% Reduce -0.9% 709,016 $25.2M
Nomura Asset Management Co. Ltd. 0.06% Reduce -0.6% 690,228 $24.5M
Stifel Financial Corp. 0.02% Reduce -7.0% 666,275 $23.7M
Park Presidio Capital LLC 2.04% New 660,000 $23.4M
State of New Jersey Common Pension Fund D 0.08% Add +2.0% 650,201 $23.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.19% Add +0.3% 635,733 $22.6M
Prudential PLC 0.16% Add +5.8% 629,242 $22.3M
Guggenheim Capital LLC 0.17% Add +5.3% 629,207 $22.3M
Swedbank AB 0.02% No change 625,005 $22.2M
Corient Private Wealth LP 0.03% Reduce -5.5% 622,259 $21.9M
Resona Asset Management Co.,Ltd. 0.10% Reduce -5.1% 615,359 $21.9M
Hudson Bay Capital Management LP 0.15% Reduce -20.3% 608,487 $21.6M
Susquehanna Portfolio Strategies, LLC 0.34% New 604,505 $21.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -7.6% 600,853 $21.3M
Daiwa Securities Group Inc. 0.07% Reduce -18.9% 595,374 $21.1M
Cetera Investment Advisers 0.02% Add +38.2% 593,566 $21.1M
CIBC Asset Management Inc 0.06% Add +0.3% 593,460 $21.1M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Add +2.5% 588,052 $20.9M
Lighthouse Investment Partners, LLC 0.75% Add +139.6% 581,717 $20.7M
Franklin Resources Inc. 0.01% Reduce -15.7% 580,148 $20.6M
Aptus Capital Advisors, LLC 0.19% Reduce -11.8% 573,082 $20.4M
Rockefeller Capital Management L.P. 0.04% Reduce -1.9% 568,142 $20.2M
NorthCrest Asset Manangement, LLC 0.47% Add +0.3% 551,075 $19.8M
Rafferty Asset Management, LLC 0.06% Add +0.4% 553,225 $19.6M
Compagnie Lombard Odier SCmA 0.22% Reduce -32.6% 551,226 $19.6M
Cinctive Capital Management LP 0.97% Add +29.8% 549,040 $19.5M
Arizona State Retirement System 0.10% Reduce -0.9% 548,600 $19.5M
Capital Fund Management S.A. 0.19% Add +503.0% 546,091 $19.4M
Carnegie Investment Counsel 0.36% Reduce -0.4% 542,316 $19.3M
Comerica Bank 0.07% Add +2.0% 542,035 $19.2M
Osaic Holdings, Inc. 0.03% Reduce -3.3% 558,101 $19.0M
Heritage Investors Management Corp. 0.57% Reduce -1.1% 534,411 $19.0M
State of Michigan Retirement System 0.09% Reduce -1.2% 528,284 $18.8M
Janney Montgomery Scott LLC 0.04% Add +4.4% 524,146 $18.6M
Voya Investment Management LLC 0.02% Reduce -45.7% 519,693 $18.5M
DNB Asset Management AS 0.07% Reduce -23.7% 518,655 $18.4M
Qube Research & Technologies Ltd 0.03% Reduce -76.6% 505,298 $17.9M
AXA Investment Managers S.A. 0.05% — 503,817 $17.9M
Tribune Investment Group LP 8.60% Add +85.2% 500,000 $17.8M
Varma Mutual Pension Insurance Co 0.11% Add +12.1% 487,164 $17.3M
Nissay Asset Management Corp. /Japan 0.09% Add +0.9% 482,197 $17.1M
Keybank National Association 0.06% Reduce -6.1% 478,893 $17.0M
TD Waterhouse Canada Inc. 0.11% Add +19.6% 482,056 $16.9M
Ensign Peak Advisors, Inc 0.03% Add +33.3% 475,613 $16.9M
Czech National Bank 0.12% Add +3.1% 473,488 $16.8M
South Dakota Investment Council 0.33% Reduce -4.3% 471,733 $16.8M
Quadrature Capital Ltd 0.20% New 468,978 $16.6M
MetLife Investment Management, LLC 0.08% Reduce -3.3% 462,776 $16.4M
MML Investors Services, LLC 0.04% Reduce -9.2% 460,478 $16.4M
Quantinno Capital Management LP 0.04% Add +45.6% 458,133 $16.3M
IFM Investors Pty Ltd 0.14% Reduce -0.1% 477,961 $16.3M
Mariner, LLC 0.02% Add +0.8% 449,863 $16.0M
Gotham Asset Management 0.07% Add +30.0% 435,899 $15.5M
Cerity Partners LLC 0.03% Add +18.4% 433,718 $15.4M
Robeco Institutional Asset Management B.V. 0.02% Add +128.2% 433,596 $15.4M
M&T Bank Corp 0.05% Reduce -5.2% 425,908 $15.1M
Silvercrest Asset Management Group LLC 0.10% Reduce -33.7% 418,064 $14.8M
Vontobel Holding Ltd. 0.05% Add +1.0% 413,751 $14.7M
Voleon Capital Management LP 0.35% Add +15.3% 408,674 $14.5M
Founders Capital Management, LLC 2.28% Reduce -1.1% 407,891 $14.5M
Captrust Financial Advisors 0.03% Reduce -0.1% 405,287 $14.4M
Jacobs & Co. 1.37% Reduce -0.6% 403,837 $14.3M
Scopus Asset Management, L.P. 0.34% New 400,000 $14.2M
Retirement Systems of Alabama 0.05% Reduce -1.3% 397,685 $14.1M
Nomura Holdings Inc. 0.07% New 395,739 $14.1M
Swiss Life Asset Management Ltd 0.07% Reduce -6.9% 380,712 $13.5M
Baird Financial Group, Inc. 0.02% Reduce -8.4% 376,431 $13.4M
GF Fund Management Co. LTD. 0.24% No change 374,135 $13.3M
Forsta Ap-Fonden 0.08% Add +4.7% 373,900 $13.3M
Susquehanna International Group, LLP 0.02% Reduce -66.1% 366,654 $13.0M
O'shaughnessy Asset Management, LLC 0.08% Add +9.7% 364,292 $12.9M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -6.7% 360,866 $12.8M
Amalgamated Bank 0.09% Reduce -2.2% 356,913 $12.7M
USS Investment Management Ltd 0.06% No change 355,231 $12.6M
D.A. Davidson & Co. 0.08% Add +1.7% 351,496 $12.5M
Assetmark, Inc. 0.03% Reduce -18.0% 346,630 $12.3M
Midwest Trust Co 0.16% Reduce -1.2% 344,829 $12.2M
Mn Services Vermogensbeheer B.V. 0.08% No change 344,800 $12.2M
Verition Fund Management LLC 0.07% Reduce -21.4% 340,425 $12.1M
Kemnay Advisory Services Inc. 1.84% No change 340,228 $12.1M
GMO 0.03% Add +1138.5% 339,632 $12.1M
GHP Investment Advisors, Inc. 0.50% Add +1.2% 338,246 $12.0M
CIBC Bancorp USA Inc. 0.07% — 334,844 $11.9M
Brown Advisory Inc. 0.02% Reduce -9.3% 334,707 $11.9M
Mercer Global Advisors Inc. 0.02% Reduce -7.6% 333,829 $11.9M
Wedge Capital Management L L P 0.20% Reduce -1.0% 330,764 $11.7M
Bourgeon Capital Management LLC 2.16% Add +4.4% 328,364 $11.7M
HM Payson & Co. 0.17% Reduce -3.3% 324,906 $11.5M
TCV Trust & Wealth Management, Inc. 0.96% Reduce -0.6% 322,683 $11.5M
Utah Retirement Systems 0.11% Reduce -1.6% 310,106 $11.0M
Police & Firemen's Retirement System of New Jersey 0.09% Add +6.2% 303,876 $10.8M
DRH Investments, Inc. 9.73% Add +0.3% 300,907 $10.7M
Ilmarinen Mutual Pension Insurance Co 0.08% Reduce -1.5% 299,500 $10.6M
Encompass Capital Advisors LLC 0.48% Reduce -87.7% 297,749 $10.6M
Novare Capital Management LLC 0.81% Reduce -0.7% 297,671 $10.6M
Sit Investment Associates Inc. 0.21% Add +7.1% 292,339 $10.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +0.5% 288,410 $10.2M
J. Goldman & Co LP 0.39% Reduce -75.4% 287,427 $10.2M
Markel Group 0.08% Add +338.5% 285,000 $10.1M
Ausbil Investment Management Ltd 5.37% Add +29.2% 287,438 $10.1M
Pacer Advisors, Inc. 0.03% Reduce -4.8% 281,931 $10.0M
Glenview Trust Co 0.16% Reduce -67.0% 279,207 $9.9M
Bfsg, LLC 0.96% Reduce -2.1% 278,545 $9.9M
Cohen Capital Management, Inc. 1.54% Add +0.4% 278,373 $9.9M
Eisler Capital Management Ltd. 0.22% Add +241.7% 275,858 $9.9M
Skylands Capital, LLC 1.35% Reduce -8.7% 275,775 $9.8M
Federation des caisses Desjardins du Quebec 0.04% Add +19.8% 274,288 $9.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +0.1% 270,994 $9.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -9.4% 270,002 $9.6M
Concentric Capital Strategies, LP 0.46% Add +40.6% 269,802 $9.6M
State of Alaska, Department of Revenue 0.10% Reduce -3.9% 268,494 $9.5M
Xponance LLC 0.07% Reduce -4.3% 266,762 $9.5M
WINTON GROUP Ltd 0.35% Add +225.6% 263,483 $9.4M
Fifth Third Bancorp 0.03% Add +0.7% 262,011 $9.3M
New York Life Investment Management LLC 0.08% Reduce -0.9% 254,246 $9.0M
Glenmede Investment Management, LP 0.04% Add +1.3% 252,440 $9.0M
Yousif Capital Management, LLC 0.09% Reduce -7.2% 249,688 $8.9M
Pathstone Holdings, LLC 0.03% Reduce -0.8% 246,745 $8.8M
Kestra Advisory Services, LLC 0.04% Add +28.7% 244,938 $8.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.8% 243,807 $8.7M
Janus Henderson Group PLC 0.00% Reduce -4.9% 240,280 $8.5M
QRG Capital Management, Inc. 0.10% Reduce -12.1% 237,959 $8.4M
Louisiana State Employees Retirement System 0.14% Reduce -1.1% 233,800 $8.3M
Mackenzie Financial Corp. 0.01% Add +14.2% 226,624 $8.0M
Aquatic Capital Management LLC 0.15% New 222,828 $7.9M
Capitolis Liquid Global Markets LLC 0.06% No change 220,800 $7.8M
Shelton Capital Management 0.17% Reduce -2.1% 220,011 $7.8M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -1.4% 217,302 $7.7M
Manning & Napier Advisors LLC 0.10% Reduce -91.6% 215,206 $7.7M
CI Investments Inc. 0.03% Reduce -37.6% 216,497 $7.7M
iA Global Asset Management Inc. 0.10% Add +3.8% 215,901 $7.7M
Gladstone Institutional Advisory LLC 0.29% Add +0.0% 213,289 $7.6M
Oregon Public Employees Retirement Fund 0.10% Add +31.3% 213,114 $7.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -17.3% 212,971 $7.6M
Caisse Des Depots Et Consignations 0.32% Add +3.0% 212,086 $7.5M
Cornerstone Advisors, LLC 0.25% No change 210,400 $7.5M
Scotia Capital Inc. 0.03% Reduce -8.0% 210,167 $7.5M
Oppenheimer & Co. Inc. 0.09% Reduce -1.6% 209,297 $7.4M
B. Metzler seel. Sohn & Co. AG 0.07% Add +4.5% 208,903 $7.4M
New England Asset Management Inc. 1.01% Add +0.9% 208,775 $7.4M
Rathbones Group PLC 0.03% Add +20.6% 207,454 $7.4M
Miller Howard Investments Inc. 0.22% Add +1.3% 207,368 $7.4M
OP Asset Management Ltd 0.10% Add +0.7% 207,240 $7.4M
Cherokee Insurance Co 3.10% No change 204,000 $7.2M
VELA Investment Management, LLC 2.07% Add +16.4% 202,576 $7.2M
Pinebridge Investments, L.P. 0.05% Add +43.2% 202,151 $7.2M
Mutual of America Capital Management LLC 0.08% Reduce -6.2% 202,135 $7.2M
Northwest & Ethical Investments L.P. 0.17% Reduce -9.9% 201,502 $7.2M
Harris Associates (Oakmark Funds) 0.01% No change 194,360 $6.9M
Allianz SE 0.15% No change 193,239 $6.9M
Westchester Capital Management, LLC 0.35% New 191,767 $6.8M
Capital Group Private Client Services, Inc. 0.11% Reduce -74.8% 191,303 $6.8M
Tidal Investments LLC 0.03% Add +15.3% 191,013 $6.8M
M. Kulyk & Associates, LLC 1.37% Add +1.4% 190,567 $6.8M
Tiptree Advisors, LLC 4.22% New 190,000 $6.7M
Jump Financial, LLC 0.09% Add +43.4% 189,750 $6.7M
Commerce Bank 0.04% Add +1.5% 189,066 $6.7M
Banco Santander, S.A. 0.06% Add +1333.2% 187,936 $6.7M
Nordea Investment Management AB 0.01% Add +10.2% 187,489 $6.6M
Knights of Columbus Asset Advisors LLC 0.38% Reduce -1.1% 184,812 $6.6M
DAVENPORT & Co LLC 0.04% Reduce -3.8% 183,241 $6.5M
Sanctuary Advisors, LLC 0.04% Reduce -3.6% 180,737 $6.4M
Oppenheimer Asset Management Inc. 0.07% Reduce -4.5% 179,992 $6.4M
Sfmg, LLC 0.44% Add +0.4% 178,191 $6.3M
Sequoia Financial Advisors, LLC 0.04% Add +16.7% 177,167 $6.3M
Evergreen Capital Management LLC 0.15% Add +1906.1% 176,278 $6.3M
Van Lanschot Kempen Investment Management N.V. 0.05% New 171,250 $6.1M
CIBC Private Wealth Group LLC 0.01% Add +6.4% 167,148 $5.9M
&partners 0.04% Reduce -0.7% 167,083 $5.9M
United Capital Financial Advisors, LLC 0.04% Add +11.1% 166,331 $5.9M
Regions Financial Corp. 0.04% Add +1.4% 164,678 $5.8M
KBC Group NV 0.01% Reduce -3.8% 163,549 $5.8M
ASR Vermogensbeheer N.V. 0.07% Reduce -0.1% 163,431 $5.8M
NorthCoast Asset Management LLC 0.02% Add +40.4% 161,299 $5.7M
Public Sector Pension Investment Board 0.02% Reduce -66.4% 159,926 $5.7M
Geneos Wealth Management Inc. 0.14% Reduce -4.9% 159,775 $5.7M
Generali Asset Management SPA SGR 0.12% Add +2.9% 157,126 $5.6M
Blair William & Co. 0.01% Reduce -4.2% 155,487 $5.5M
Profund Advisors LLC 0.18% Reduce -4.9% 155,271 $5.5M
Bridgewater Associates 0.02% Add +29.6% 154,988 $5.5M
First Manhattan Co. Llc. 0.01% No change 154,614 $5.5M
Teachers Retirement System of the State of Kentucky 0.04% No change 151,454 $5.4M
Reaves W H & Co. Inc. 0.09% New 150,000 $5.3M
Signet Investment Advisory Group, Inc. 2.54% Add +1.3% 148,656 $5.3M
Horizon Investments, LLC 0.07% Add +22.5% 148,355 $5.3M
Wellington Management Group LLP 0.00% Add +5.8% 147,936 $5.3M
Simplex Trading, LLC 0.12% New 147,475 $5.2M
Atria Investments, Inc 0.06% Reduce -3.4% 144,613 $5.1M
Cwm, LLC 0.02% Add +11.7% 144,214 $5.1M
Journey Advisory Group, LLC 0.38% Reduce -0.0% 143,698 $5.1M
Private Advisor Group, LLC 0.02% Reduce -5.1% 142,339 $5.1M
Elo Mutual Pension Insurance Co 0.08% Add +26.1% 141,110 $5.0M
Orange Investment Advisors, Inc. 0.52% Reduce -11.5% 140,443 $5.0M
Empowered Funds, LLC 0.05% Reduce -54.3% 140,094 $5.0M
Aull & Monroe Investment Management Corp 2.51% Reduce -1.1% 138,268 $4.9M
Brevan Howard Capital Management LP 0.07% Reduce -73.2% 138,146 $4.9M
Norinchukin Bank, The 0.07% Reduce -2.0% 137,897 $4.9M
AMG National Trust Bank 0.12% Add +0.0% 136,602 $4.9M
Ethic Inc. 0.08% Add +26.1% 136,144 $4.8M
Slotnik Capital, LLC 1.73% New 135,000 $4.8M
SummitTX Capital, L.P. 0.20% Add +5.3% 133,986 $4.8M
Fayez Sarofim & Co 0.01% No change 132,000 $4.7M
Hantz Financial Services, Inc. 0.07% Reduce -4.4% 131,431 $4.7M
Trexquant Investment LP 0.05% New 130,810 $4.6M
Dark Forest Capital Management LP 0.17% New 130,020 $4.6M
Tower Research Capital LLC (TRC) 0.13% Add +211.1% 127,812 $4.5M
Pittenger & Anderson Inc. 0.17% Add +532.6% 127,085 $4.5M
Wharton Business Group, LLC 0.20% No change 126,685 $4.5M
Butensky & Cohen Financial Security, Inc. 1.24% Add +1.6% 125,660 $4.5M
Composition Wealth, LLC 0.07% Add +0.9% 125,581 $4.5M
Hartford Financial Management Inc. 1.18% Reduce -0.9% 125,233 $4.4M
Ameritas Investment Partners, Inc. 0.14% Add +1.7% 125,008 $4.4M
Mizuho Securities USA LLC 0.09% Add +4.6% 135,782 $4.4M
Stephens Inc. 0.06% Reduce -1.7% 124,305 $4.4M
Tiaa Trust, National Association 0.01% Reduce -3.9% 124,043 $4.4M
Ally Financial Inc. 0.54% Add +45.9% 124,000 $4.4M
Highland Capital Management, LLC 0.22% Add +0.8% 123,991 $4.4M
Fca Corp. 1.22% Add +2.0% 123,830 $4.4M
Summit Trail Advisors, LLC 0.06% Add +23.4% 123,354 $4.4M
Gold Investment Management Ltd. 1.47% Add +1.4% 122,911 $4.4M
First National Advisers, LLC 0.59% Add +75.8% 121,593 $4.3M
Crossmark Global Holdings, Inc. 0.06% Add +0.0% 120,527 $4.3M
Agf Management Ltd. 0.02% Add +1.0% 120,510 $4.3M
New England Research & Management, Inc. 1.95% Add +4.1% 119,510 $4.2M
Burney Co./ 0.13% Reduce -0.7% 119,121 $4.2M
ING Groep NV 0.02% Reduce -69.3% 117,946 $4.2M
Kentucky Retirement Systems 0.12% Reduce -4.6% 117,857 $4.2M
Sage Capital Advisors,llc 0.99% Add +0.1% 117,366 $4.2M
Group One Trading LLC 0.12% Add +3294.9% 117,158 $4.2M
Synovus Financial Corp. 0.05% Add +2.4% 115,708 $4.1M
Glassy Mountain Advisors, Inc. 1.23% Reduce -1.6% 115,139 $4.1M
Nexpoint Asset Management, L.P. 0.37% New 115,000 $4.1M
First National Bank of Omaha 0.26% Add +65.8% 114,750 $4.1M
Signaturefd, LLC 0.06% Add +0.2% 114,435 $4.1M
Harvest Fund Management Co., Ltd 0.17% Add +7.3% 114,418 $4.1M
DCM Advisors, LLC 1.70% Reduce -4.2% 113,465 $4.0M
Meiji Yasuda Asset Management Co Ltd. 0.19% Reduce -4.7% 112,717 $4.0M
GPM Growth Investors, Inc. 1.52% Add +1.4% 110,910 $3.9M
Huntington National Bank 0.03% Reduce -12.2% 110,590 $3.9M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.8% 110,227 $3.9M
Cottage Street Advisors LLC 1.66% Add +0.0% 109,821 $3.9M
Aventail Capital Group, LP 0.19% Reduce -82.0% 109,797 $3.9M
Wealthfront Advisers LLC 0.01% Add +0.5% 109,711 $3.9M
Hartford Investment Management Co. 0.12% Reduce -3.6% 109,382 $3.9M
Whittier Trust Co. 0.04% Reduce -0.4% 107,313 $3.9M
Atom Investors LP 0.29% New 108,216 $3.8M
JCIC Asset Management Inc. 1.20% — 108,089 $3.8M
Beacon Pointe Advisors, LLC 0.03% Reduce -12.2% 106,316 $3.8M
London Co. of Virginia 0.02% Reduce -0.1% 105,837 $3.8M
Kestra Private Wealth Services, LLC 0.05% Add +18.1% 105,477 $3.7M
Pinnacle Associates Ltd. 0.05% Reduce -1.1% 105,275 $3.7M
Gries Financial LLC 0.59% Add +0.7% 104,582 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.2% 103,284 $3.7M
Naples Global Advisors, LLC 0.28% Add +0.2% 102,652 $3.6M
Baker Chad R 0.62% No change 102,000 $3.6M
Mediolanum International Funds Ltd 0.04% Reduce -42.8% 100,709 $3.6M
Clearstead Advisors, LLC 0.05% Reduce -2.3% 101,157 $3.6M
FourThought Financial Partners, LLC 0.32% Reduce -0.9% 100,936 $3.6M
Burke & Herbert Bank & Trust Co. 0.76% Reduce -0.6% 100,215 $3.6M
Baxter Bros Inc. 0.40% Add +0.0% 98,284 $3.5M
Ossiam 0.04% Add +9708.5% 97,791 $3.5M
Axxcess Wealth Management, LLC 0.07% Reduce -1.8% 97,475 $3.5M
Gulf International Bank (UK) Ltd 0.11% Reduce -2.0% 96,957 $3.4M
Hancock Whitney Corp. 0.06% Reduce -32.7% 96,839 $3.4M
University of Texas/Texas Am Investment Management Co. 0.49% Add +596187.5% 95,406 $3.4M
Old National Bancorp 0.06% Add +3.6% 95,138 $3.4M
Costello Asset Management, INC 1.12% Reduce -17.2% 94,474 $3.4M
CFO4Life Group, LLC 0.49% Add +0.0% 93,994 $3.3M
Bank Ozk 1.18% Add +7.6% 93,742 $3.3M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -16.1% 93,712 $3.3M
Maryland State Retirement & Pension System 0.07% Add +3.9% 93,586 $3.3M
Van Hulzen Asset Management, LLC 0.25% No change 93,000 $3.3M
IMC-Chicago, LLC 0.06% Reduce -49.3% 92,545 $3.3M
Lido Advisors, LLC 0.01% Add +16.9% 92,459 $3.3M
NewEdge Advisors, LLC 0.01% Add +8.4% 91,657 $3.3M
Bleakley Financial Group, LLC 0.08% Add +3.7% 91,488 $3.2M
Signature Estate & Investment Advisors LLC 0.07% Add +0.3% 90,554 $3.2M
Siemens Fonds Invest GmbH 0.17% Reduce -1.6% 90,096 $3.2M
Securian Asset Management, Inc. 0.08% Reduce -8.3% 90,033 $3.2M
HB Wealth Management, LLC 0.02% Add +13.5% 89,700 $3.2M
Alberta Investment Management Corp 0.03% New 89,470 $3.2M
Ritholtz Wealth Management 0.06% Add +1.9% 89,389 $3.2M
Penobscot Investment Management Company, Inc. 0.24% Add +3.5% 89,212 $3.2M
Marshall Wace, LLP 0.00% Reduce -91.1% 89,008 $3.2M
Investment Management Corp of Ontario 0.05% Add +89.8% 88,086 $3.1M
Rowlandmiller & Partners.adv 0.61% Reduce -1.2% 87,514 $3.1M
Anchor Investment Management, LLC 0.26% No change 87,457 $3.1M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -2.5% 85,739 $3.0M
BDF-Gestion 0.36% Reduce -17.2% 85,576 $3.0M
Wolverine Trading, LLC 0.06% New 84,508 $3.0M
New Mexico Educational Retirement Board 0.09% Reduce -5.9% 84,818 $3.0M
Parsons Capital Management Inc. 0.17% No change 84,511 $3.0M
Park Avenue Securities LLC 0.02% Reduce -10.1% 84,170 $3.0M
Allworth Financial LP 0.01% Reduce -1.7% 83,214 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -64.6% 83,088 $3.0M
Y-Intercept (Hong Kong) Ltd 0.07% New 81,998 $2.9M
Waverly Advisors, LLC 0.03% Add +0.1% 81,572 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -98.2% 82,561 $2.9M
Intech Investment Management LLC 0.03% Add +27.0% 81,207 $2.9M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +41.8% 80,281 $2.9M
Independent Advisor Alliance 0.07% Add +9.2% 80,103 $2.8M
Taconic Capital Advisors LP 0.84% Add +220.0% 80,000 $2.8M
J.W. Cole Advisors, Inc. 0.05% Reduce -6.5% 79,906 $2.8M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -1.5% 79,365 $2.8M
Taylor Hoffman Capital Management LLC 0.88% No change 78,705 $2.8M
Tower Bridge Advisors 0.28% No change 78,331 $2.8M
E. Ohman J:or Asset Management AB 0.07% Reduce -21.9% 78,300 $2.8M
Erste Asset Management GmbH 0.03% Reduce -36.9% 76,874 $2.8M
West Paces Advisors Inc. 0.55% No change 77,386 $2.7M
First PREMIER Bank 0.62% Reduce -1.3% 76,274 $2.7M
Onex Canada Asset Management Inc. 0.34% Reduce -11.7% 75,804 $2.7M
Bar Harbor Wealth Management 0.16% Reduce -0.7% 75,790 $2.7M
Metis Global Partners, LLC 0.06% Reduce -5.8% 75,365 $2.7M
Argent Trust Co 0.09% Reduce -13.2% 75,237 $2.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +99.3% 75,111 $2.7M
Zimmer Partners, LP 0.07% Add +514.8% 75,000 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +0.7% 74,920 $2.7M
Equitable Trust Co. 0.12% Reduce -36.7% 74,751 $2.7M
Moors & Cabot, Inc. 0.11% Add +5.1% 72,905 $2.6M
Canada Post Corp Registered Pension Plan 0.11% Add +131.0% 71,918 $2.6M
Empirical Finance, LLC 0.12% Add +0.8% 72,302 $2.6M
Procyon Advisors, LLC 0.15% Reduce -9.3% 72,207 $2.6M
Greenleaf Trust 0.02% Reduce -0.5% 72,185 $2.6M
Heritage Wealth Advisors 0.11% Add +0.0% 71,253 $2.5M
Trust Co. of Vermont 0.11% Reduce -0.2% 71,180 $2.5M
Augustine Asset Management Inc. 0.51% Reduce -1.6% 71,066 $2.5M
OneDigital Investment Advisors LLC 0.03% Reduce -14.2% 70,861 $2.5M
Jennison Associates LLC 0.00% New 70,817 $2.5M
OMERS ADMINISTRATION Corp 0.02% No change 70,793 $2.5M
Knott David M Jr 1.04% No change 70,000 $2.5M
Arax Advisory Partners 0.04% Add +1161.8% 69,753 $2.5M
Cambria Investment Management, L.P. 0.15% Add +0.2% 69,618 $2.5M
Institute for Wealth Management, LLC. 0.26% Reduce -0.6% 69,504 $2.5M
Resonant Capital Advisors, LLC 0.14% Reduce -0.3% 69,361 $2.5M
Jefferies Financial Group Inc. 0.02% New 69,300 $2.5M
Sciencast Management LP 0.45% Reduce -39.6% 68,473 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.10% Add +5.3% 68,052 $2.4M
Family Legacy, Inc. 0.73% Reduce -0.1% 67,684 $2.4M
Citizens National Bank Trust Department 0.43% No change 67,460 $2.4M
Petredis Investment Advisors LLC 0.19% Reduce -1.4% 67,460 $2.4M
Munich Reinsurance Co Stock Corp in Munich 0.06% — 66,889 $2.4M
Ieq Capital, LLC 0.01% Add +110.5% 66,661 $2.4M
Allstate Corp. 0.05% New 66,543 $2.4M
Advisory Services Network, LLC 0.03% Add +1.1% 65,840 $2.3M
Bessemer Group Inc. 0.00% Reduce -4.8% 65,453 $2.3M
MTM Investment Management, LLC 0.74% Reduce -5.3% 65,428 $2.3M
Merit Financial Group, LLC 0.02% Add +1.6% 65,273 $2.3M
Factorial Partners, LLC 1.59% Reduce -3.0% 65,000 $2.3M
Commerzbank Aktiengesellschaft 0.05% Add +14.4% 64,740 $2.3M
Apollon Wealth Management, LLC 0.04% Add +4.2% 64,269 $2.3M
Orca Wealth Management, LLC 1.71% Reduce -0.9% 63,565 $2.3M
Cedar Mountain Advisors, LLC 0.44% Add +0.1% 63,392 $2.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.36% New 62,500 $2.2M
Strengthening Families & Communities, LLC 0.49% New 61,913 $2.2M
UMB Bank, n.a. 0.03% Add +0.2% 61,719 $2.2M
Great Lakes Retirement, Inc. 0.24% Add +10.5% 61,621 $2.2M
Alps Advisors Inc. 0.01% Reduce -9.8% 61,458 $2.2M
Sterling Capital Management LLC 0.03% Reduce -48.9% 60,848 $2.2M
Tounjian Advisory Partners, LLC 0.72% Reduce -23.6% 60,548 $2.2M
MAI Capital Management 0.01% Add +5.0% 60,535 $2.1M
Banque Cantonale Vaudoise 0.08% Reduce -18.8% 60,199 $2.1M
Weiss Asset Management LP 0.04% New 60,000 $2.1M
Bokf, NA 0.03% Reduce -34.1% 59,707 $2.1M
Governors Lane LP 0.30% New 59,628 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.8% 59,418 $2.1M
Gabelli Funds LLC 0.01% New 59,350 $2.1M
Wulff, Hansen & Co. 1.81% Reduce -0.1% 59,140 $2.1M
Morningstar Investment Management LLC 0.08% Add +174.6% 58,691 $2.1M
Atlantic Union Bankshares Corp 0.04% Add +11.3% 58,380 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +4.3% 58,346 $2.1M
Beese Fulmer Investment Management, Inc. 0.14% Reduce -5.5% 58,265 $2.1M
Williams Jones Wealth Management, LLC. 0.02% No change 58,242 $2.1M
Neville Rodie & Shaw Inc. 0.15% Reduce -0.2% 57,889 $2.1M
Arkadios Wealth Advisors 0.05% Add +19.6% 57,652 $2.0M
First United Bank & Trust 0.66% Add +0.2% 57,566 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -0.1% 57,349 $2.0M
Wesbanco Bank Inc. 0.06% Reduce -0.2% 57,255 $2.0M
Community Bank & Trust, Waco, Texas 0.42% Reduce -0.2% 57,080 $2.0M
RiverFront Investment Group, LLC 0.04% Add +55.8% 56,834 $2.0M
Prospera Financial Services Inc 0.03% Reduce -51.7% 55,736 $2.0M
Community Bank, N.A. 0.24% Reduce -3.5% 55,660 $2.0M
Chapin Davis, Inc. 0.48% Reduce -0.5% 55,304 $2.0M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.1% 55,184 $2.0M
Choreo, LLC 0.03% Reduce -3.7% 54,825 $1.9M
CGN Advisors LLC 0.16% Add +0.7% 54,806 $1.9M
Quadrant Capital Group LLC 0.06% Add +0.7% 54,358 $1.9M
Meridian Management Co. 0.51% No change 54,000 $1.9M
Rakuten Investment Management, Inc. 0.01% — 13,122 $1.9M
Park National Corp. 0.06% Reduce -60.3% 53,867 $1.9M
Vident Advisory, LLC 0.02% Add +9.7% 53,767 $1.9M
Blackstone Inc. 0.01% New 53,765 $1.9M
Banco de Sabadell, S.A 1.26% Reduce -0.9% 53,498 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +2.9% 53,115 $1.9M
Graham Capital Management, L.P. 0.10% Add +210.9% 52,855 $1.9M
Howard Capital Management, LLC 0.02% Reduce -0.1% 52,598 $1.9M
Woodmont Investment Counsel LLC 0.12% Reduce -1.1% 52,118 $1.9M
Fidelis Capital Partners, LLC 0.14% Add +20.5% 52,100 $1.9M
Douglass Winthrop Advisors, LLC 0.03% No change 51,542 $1.8M
Arista Wealth Management, LLC 0.23% Reduce -1.3% 50,950 $1.8M
Capital Investment Advisors, LLC 0.03% Add +6.5% 50,801 $1.8M
Mufg Securities Americas Inc. 0.12% Add +20.8% 50,273 $1.8M
Guardian Investment Management 1.52% Add +29.6% 50,220 $1.8M
Impact Capital Partners LLC 0.54% Add +0.2% 50,077 $1.8M
AA Financial Advisors, LLC 0.35% Add +44.6% 50,018 $1.8M
Waycross Partners, LLC 0.15% Reduce -93.7% 50,000 $1.8M
AlphaQuest LLC 0.12% Add +132.2% 49,862 $1.8M
Two Sigma Investments, LP 0.00% Add +46.7% 49,861 $1.8M
Eastern Bank 0.03% Reduce -0.1% 49,841 $1.8M
Squarepoint Ops LLC 0.00% Reduce -71.2% 49,726 $1.8M
TD Private Client Wealth LLC 0.04% Add +18.0% 49,660 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -5.8% 49,400 $1.8M
Ballentine Partners, LLC 0.02% Reduce -6.8% 49,371 $1.8M
China Universal Asset Management Co., Ltd. 0.14% Add +15.4% 49,215 $1.7M
Sanchez Wealth Management Group 0.38% Add +0.1% 48,263 $1.7M
Bahl & Gaynor LLC 0.01% Add +15.3% 48,186 $1.7M
Aspen Investment Management Inc 0.66% Add +0.0% 48,183 $1.7M
City Holding Co. 0.21% Add +91.8% 47,821 $1.7M
Pflug Koory, LLC 0.80% No change 47,721 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -18.9% 47,619 $1.7M
Coldstream Capital Management Inc. 0.02% Reduce -0.7% 47,256 $1.7M
Beacon Financial Advisory LLC 0.39% Add +0.1% 46,993 $1.7M
Jacobi Capital Management LLC 0.10% Add +0.5% 46,932 $1.7M
Ascent Group, LLC 0.06% Add +17.6% 46,850 $1.7M
FineMark National Bank & Trust 0.05% Reduce -1.0% 46,619 $1.7M
Cullen Capital Management, LLC 0.02% Reduce -5.0% 46,589 $1.7M
GAMMA Investing LLC 0.09% Add +8.7% 46,528 $1.7M
Callan Family Office, LLC 0.05% Reduce -0.1% 46,244 $1.6M
Intellectus Partners, LLC 0.32% Add +0.1% 46,205 $1.6M
Fiduciary Trust Co 0.02% Reduce -6.5% 46,063 $1.6M
Kanawha Capital Management LLC 0.11% Reduce -7.6% 45,945 $1.6M
StoneX Group Inc. 0.07% Add +20.3% 45,673 $1.6M
Farmers & Merchants Investments Inc. 0.05% Add +0.4% 45,657 $1.6M
Nilsine Partners, LLC 0.14% Add +1.1% 45,387 $1.6M
V-Square Quantitative Management LLC 0.27% Add +9.2% 45,361 $1.6M
Medallion Wealth Advisors, LLC 0.57% Add +0.6% 45,284 $1.6M
Mount Vernon Associates Inc. 1.12% Reduce -50.0% 45,000 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Add +44.4% 44,926 $1.6M
Fiduciary Group, LLC 0.14% Add +1.3% 44,847 $1.6M
IHT Wealth Management, LLC 0.04% Reduce -0.3% 44,430 $1.6M
Florida Trust Wealth Management Co 0.04% No change 44,241 $1.6M
Ables, Iannone, Moore & Associates, Inc. 0.90% Reduce -2.8% 44,075 $1.6M
Savant Capital, LLC 0.01% Reduce -4.9% 43,900 $1.6M
Waters Parkerson & Co., LLC 0.08% No change 43,865 $1.6M
Venture Visionary Partners LLC 0.05% Reduce -17.6% 43,599 $1.5M
Kintegral Advisory, LLC 0.13% Reduce -0.5% 43,083 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Reduce -1.8% 43,053 $1.5M
CreativeOne Wealth, LLC 0.04% Reduce -7.2% 42,504 $1.5M
Summit Financial, LLC 0.02% Add +21.4% 42,459 $1.5M
Lebenthal Global Advisors, LLC 0.26% Add +167.4% 42,373 $1.5M
HighPoint Advisor Group LLC 0.07% Reduce -35.5% 42,300 $1.5M
Sigma Planning Corp 0.04% Reduce -4.2% 42,180 $1.5M
Prosperity Consulting Group, LLC 0.07% Add +51.5% 42,164 $1.5M
Smithfield Trust Co 0.07% Add +3.5% 42,191 $1.5M
Union Bancaire Privee, UBP SA 0.02% Add +46.2% 50,434 $1.5M
Marco Investment Management LLC 0.11% No change 41,188 $1.5M
Mondrian Investment Partners LTD 0.02% — 41,031 $1.5M
Citadel Investment Advisory, Inc. 0.67% Reduce -0.2% 40,810 $1.4M
Kahn Brothers Group Inc. 0.27% No change 40,731 $1.4M
Meeder Advisory Services, Inc. 0.07% Reduce -3.3% 40,665 $1.4M
First National Bank Sioux Falls 0.45% No change 40,500 $1.4M
Cohen Klingenstein LLC 0.05% No change 40,500 $1.4M
Cornercap Investment Counsel Inc. 0.71% Reduce -1.7% 40,405 $1.4M
Community Bank of Raymore 0.99% Reduce -10.4% 40,387 $1.4M
AAFMAA Wealth Management & Trust LLC 0.57% Reduce -3.5% 40,350 $1.4M
Busey Bank 0.04% Add +56.7% 40,282 $1.4M
LS Investment Advisors, LLC 0.20% Reduce -4.2% 40,199 $1.4M
Valeo Financial Advisors, LLC 0.03% Add +16.1% 40,111 $1.4M
Cresset Asset Management, LLC 0.01% Add +5.7% 40,061 $1.4M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.2% 39,673 $1.4M
Sumitomo Life Insurance Co. 0.04% Reduce -3.5% 39,649 $1.4M
Firethorn Wealth Partners, LLC 0.55% Add +0.6% 39,474 $1.4M
GC Wealth Management RIA, LLC 0.05% Add +40.6% 39,407 $1.4M
Outfitters Financial LLC 1.13% Reduce -2.6% 39,250 $1.4M
Conway Capital Management, Inc. 0.58% No change 39,000 $1.4M
Charter Capital Management, LLC\DE 0.75% No change 38,900 $1.4M
Leavell Investment Management, Inc. 0.06% Reduce -2.1% 38,783 $1.4M
Studio Investment Management LLC 0.26% Reduce -0.8% 38,632 $1.4M
Vestcor Inc 0.04% No change 38,520 $1.4M
Roundview Capital LLC 0.09% Add +0.0% 38,498 $1.4M
Linscomb Wealth, Inc. 0.06% Reduce -0.0% 38,432 $1.4M
Foster & Motley Inc. 0.07% Add +10.1% 38,399 $1.4M
Equitable Holdings, Inc. 0.01% Add +0.4% 38,395 $1.4M
Associated Banc-Corp 0.04% No change 38,275 $1.4M
Caldwell Trust Co 0.13% Add +241.8% 38,187 $1.4M
GTS Securities LLC 0.05% Add +283.9% 38,164 $1.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.47% Add +0.6% 37,993 $1.3M
Massachusetts Wealth Management 0.67% Add +2.1% 37,985 $1.3M
Clifford Swan Investment Counsel LLC 0.04% No change 37,855 $1.3M
Searle & Co. 0.36% No change 37,692 $1.3M
WBH Advisory Inc. 0.10% Reduce -1.5% 37,679 $1.3M
Johnson Investment Counsel Inc. 0.01% Add +0.5% 102,050 $1.3M
Nordwand Advisors, LLC 0.21% No change 37,482 $1.3M
Quantbot Technologies LP 0.04% New 37,470 $1.3M
Hilltop National Bank 0.33% Add +0.4% 37,451 $1.3M
Atlanta Consulting Group Advisors, LLC 0.32% Reduce -10.3% 37,369 $1.3M
BLB&B Advisors, LLC 0.06% Reduce -0.8% 37,225 $1.3M
Brown, Lisle/Cummings, Inc. 0.34% Add +5.1% 37,203 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -18.4% 37,197 $1.3M
Exchange Traded Concepts, LLC 0.01% Add +455.8% 37,195 $1.3M
Richard Bernstein Advisors LLC 0.04% Reduce -52.6% 37,006 $1.3M
Wedbush Securities Inc. 0.04% Add +8.1% 36,920 $1.3M
Western Wealth Management, LLC 0.07% Add +0.1% 36,758 $1.3M
Capital International Sarl 0.02% Reduce -45.6% 36,708 $1.3M
Spirit of America Management Corp. 0.26% No change 36,600 $1.3M
Icon Advisers Inc. 0.29% No change 36,500 $1.3M
Blue Trust, Inc. 0.01% Add +0.6% 36,338 $1.3M
Chatham Capital Group, Inc. 0.18% Reduce -0.3% 36,031 $1.3M
Clark Capital Management Group, Inc. 0.01% Reduce 0.0% 35,785 $1.3M
MUFG Securities EMEA plc 0.03% Reduce -89.4% 35,684 $1.3M
Sapient Capital LLC 0.02% No change 35,340 $1.3M
Southeast Asset Advisors, LLC 0.14% No change 35,582 $1.3M
Dagco, Inc. 0.32% Add +0.0% 35,578 $1.3M
Raiffeisen Bank International AG 0.02% Add +74.3% 35,200 $1.3M
111 Capital 0.24% Add +34.4% 35,456 $1.3M
Dynamic Technology Lab Private Ltd 0.21% New 35,430 $1.3M
CoreCap Advisors, LLC 0.05% Reduce -6.4% 35,362 $1.3M
WASHINGTON TRUST Co 0.04% Add +11.6% 35,248 $1.3M
Americana Partners, LLC 0.04% Add +28.4% 35,227 $1.3M
Weil Company, Inc. 0.30% No change 35,217 $1.3M
Donaldson Capital Management, LLC 0.04% Reduce -4.3% 34,976 $1.2M
Regency Capital Management Inc.\DE 0.59% New 34,925 $1.2M
Reliant Investment Partners, LLC 0.96% Reduce -3.5% 34,166 $1.2M
Wilkins Investment Counsel Inc. 0.17% No change 34,600 $1.2M
Cobblestone Asset Management LLC 0.56% Add +0.4% 34,593 $1.2M
Country Club Bank 0.07% No change 34,255 $1.2M
Fifth Third Wealth Advisors LLC 0.05% Reduce -21.6% 34,533 $1.2M
Mgo One Seven LLC 0.03% Add +71.2% 34,463 $1.2M
Aigen Investment Management, LP 0.19% New 34,455 $1.2M
Citizens Financial Group Inc. 0.02% Add +32.0% 34,402 $1.2M
Patrick M Sweeney & Associates, Inc. 0.79% Add +0.6% 34,352 $1.2M
HAP Trading, LLC 0.34% — 34,336 $1.2M
Davis R M Inc. 0.02% No change 34,168 $1.2M
Wellington Shields & Co., LLC 0.31% No change 33,847 $1.2M
Gratus Wealth Advisors, LLC 0.17% Add +0.5% 33,766 $1.2M
Moneta Group Investment Advisors LLC 0.01% Reduce -0.3% 33,697 $1.2M
Sheets Smith Wealth Management 0.13% No change 33,563 $1.2M
Fox Run Management, L.L.C. 0.18% Add +10.8% 33,380 $1.2M
Everhart Financial Group, Inc. 0.12% Add +11.1% 33,136 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.19% Add +0.1% 32,812 $1.2M
Biltmore Wealth Management, LLC 0.45% Add +6.5% 32,910 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +92.0% 32,821 $1.2M
D.B. Root & Company, LLC 0.29% Reduce -22.4% 32,620 $1.2M
Shell Asset Management Co. 0.12% Reduce -36.8% 32,576 $1.2M
Curat Global, LLC 1.08% No change 32,508 $1.2M
Kenora Financial, LLC 0.39% Add +1.9% 32,476 $1.2M
IFP Advisors, Inc 0.03% Add +1.1% 32,401 $1.2M
Cullen Investment Group, LTD. 0.15% Reduce -9.5% 31,797 $1.1M
Bridgewater Advisors Inc. 0.08% Add +0.2% 32,523 $1.1M
Austin Private Wealth, LLC 0.09% Add +2.2% 31,992 $1.1M
Valmark Advisers, Inc. 0.01% Reduce -0.2% 31,957 $1.1M
Yoffe Investment Management, LLC 1.47% No change 31,770 $1.1M
Westpac Banking Corp. 0.07% Reduce -4.7% 31,613 $1.1M
Sonora Investment Management Group, LLC 0.08% Reduce -1.0% 31,609 $1.1M
Harbour Trust & Investment Management Co 0.12% No change 31,393 $1.1M
Confluence Wealth Services, Inc. 0.05% Add +8.3% 31,334 $1.1M
Wealthcare Advisory Partners LLC 0.02% Reduce -2.8% 31,174 $1.1M
Sig Brokerage, LP 0.28% Reduce -51.1% 31,125 $1.1M
Gsa Capital Partners LLP 0.09% Add +110.9% 31,030 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -9.8% 30,976 $1.1M
Concurrent Investment Advisors, LLC 0.02% Reduce -42.5% 30,966 $1.1M
Grandview Asset Management LLC 0.31% Add +0.0% 30,872 $1.1M
Applied Finance Capital Management, LLC 0.08% Reduce -21.1% 30,809 $1.1M
Sovereign Financial Group, Inc. 0.20% Reduce -7.0% 30,795 $1.1M
Smartleaf Asset Management LLC 0.07% Add +30.1% 30,485 $1.1M
Consolidated Portfolio Review Corp 0.14% Add +0.1% 30,699 $1.1M
Systematic Financial Management LP 0.03% No change 30,600 $1.1M
Barnett & Company, Inc. 0.83% Add +17.0% 30,310 $1.1M
Vaughan David Investments LLC 0.02% Reduce -8.2% 30,176 $1.1M
United Community Bank 0.33% Add +0.7% 30,058 $1.1M
Harbor Advisors LLC 0.16% No change 30,000 $1.1M
Essex Financial Services, Inc. 0.06% Add +2.2% 29,895 $1.1M
PBMares Wealth Management LLC 0.17% No change 29,833 $1.1M
Militia Capital Partners, LP 0.49% New 29,800 $1.1M
Cascade Financial Partners, LLC 0.12% Add +0.6% 29,795 $1.1M
Weatherly Asset Management L. P. 0.09% Reduce -5.9% 29,731 $1.1M
Congress Park Capital LLC 0.33% No change 29,690 $1.1M
Praxis Investment Management Inc. 0.06% Add +34.8% 29,639 $1.1M
Acorn Wealth Advisors, LLC 0.33% Add +4.5% 29,584 $1.1M
Ullmann Wealth Partners Group, LLC 0.11% Add +0.9% 29,551 $1.0M
Buckhead Capital Management LLC 0.38% Add +18.0% 29,529 $1.0M
Hunter Perkins Capital Management, LLC 0.23% No change 29,500 $1.0M
Creative Financial Designs Inc. 0.07% Add +0.1% 29,480 $1.0M
HORAN Wealth, LLC 0.16% New 29,376 $1.0M
Harbor Investment Advisory, LLC 0.09% Reduce -2.4% 29,296 $1.0M
STF Management LP 0.39% Reduce -2.6% 29,290 $1.0M
Mission Wealth Management, LP 0.02% Reduce -8.9% 29,196 $1.0M
Fruth Investment Management 0.28% No change 29,200 $1.0M
Foundations Investment Advisors, LLC 0.01% Reduce -26.6% 29,018 $1.0M
Reynders McVeigh Capital Management, LLC 0.05% Reduce -2.4% 28,986 $1.0M
Intrust Bank NA 0.09% Add +0.4% 28,969 $1.0M
Vista Investment Management 0.36% Reduce -1.2% 28,966 $1.0M
Advisory Alpha, LLC 0.03% Reduce -16.4% 28,891 $1.0M
Navalign, LLC 0.27% Add +1.2% 28,653 $1.0M
ICICI Prudential Asset Management Co Ltd 0.11% Add +21.6% 28,630 $1.0M
Bath Savings Trust Co 0.10% Add +0.2% 28,473 $1.0M
Farther Finance Advisors, LLC 0.02% Add +5.8% 28,294 $1.0M
Tema ETFs LLC 0.08% New 28,262 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -2.1% 28,239 $1.0M
Rehmann Capital Advisory Group 0.05% Add +1.4% 28,153 $1000K
Syon Capital LLC 0.05% Add +5.7% 28,029 $995K
Private Trust Co. NA 0.09% Add +1.2% 27,785 $987K
Edgemoor Investment Advisors, Inc. 0.08% No change 27,750 $985K
Sawgrass Asset Management LLC 0.12% Reduce -1.6% 27,584 $980K
William B. Walkup & Associates, Inc. 0.52% No change 27,573 $979K
Empower Advisory Group, LLC 0.00% Add +144.0% 27,559 $979K
Community Trust & Investment Co. 0.05% No change 27,445 $975K
RMR Wealth Builders 0.08% Add +1.3% 27,407 $973K
Lyell Wealth Management, LP 0.07% No change 27,345 $971K
Compound Planning, Inc. 0.03% Add +11.4% 27,265 $968K
Fingerlakes Wealth Management, Inc. 0.63% Reduce -1.3% 27,188 $965K
Commonwealth Financial Services, LLC 0.16% Add +2.9% 26,893 $955K
Heritage Wealth Management, Inc. 0.28% Reduce -0.7% 26,823 $952K
Benjamin Edwards Inc. 0.01% Reduce -38.2% 26,595 $944K
Wealthspire Advisors, LLC 0.00% Reduce -8.8% 26,578 $944K
Forum Financial Management, LP 0.01% Add +18.5% 26,517 $942K
Pinnacle Financial Partners Inc 0.02% Add +12.3% 26,486 $941K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.4% 26,483 $940K
Tradewinds, LLC. 0.23% New 26,323 $935K
Aviance Capital Partners, LLC 0.11% No change 26,142 $928K
Stratos Wealth Partners, LTD. 0.01% Add +12.9% 26,115 $927K
Northstar Group, Inc. 0.14% Add +2.4% 26,036 $925K
Modera Wealth Management, LLC 0.01% Add +0.4% 26,028 $924K
Walker Asset Management, LLC 0.52% Add +0.2% 26,000 $923K
Godshalk Welsh Capital Management, Inc. 0.53% No change 25,890 $919K
Cornerstone Investment Partners, LLC 0.04% Reduce -64.6% 25,886 $919K
SouthState Bank Corp 0.04% Reduce -1.7% 25,708 $913K
Taylor Financial Group, Inc. 0.52% Add +61.2% 25,672 $912K
Perigon Wealth Management, LLC 0.02% Add +3.6% 25,552 $907K
Seneca House Advisors 0.37% Reduce -5.1% 25,464 $904K
Cary Street Partners Financial LLC 0.02% Reduce -3.6% 25,311 $899K
Arete Wealth Advisors, LLC 0.06% Add +2.0% 25,209 $895K
Werlinich Asset Management, LLC 0.44% No change 25,026 $889K
Harvest Management LLC 0.44% New 25,000 $888K
Aberdeen Wealth Management LLC 0.55% No change 24,800 $881K
Mutual Advisors, LLC 0.02% Add +276.9% 24,775 $880K
SVB Wealth LLC 0.05% Reduce -0.5% 24,618 $874K
Mystic Asset Management, Inc. 0.20% No change 24,558 $872K
Main Street Financial Solutions, LLC 0.06% Add +9.0% 24,555 $872K
Bridgefront Capital, LLC 0.26% New 24,507 $870K
Quantum Private Wealth, LLC 0.25% Reduce -1.0% 24,458 $869K
GWN Securities Inc. 0.20% Add +0.0% 24,392 $866K
Accurate Wealth Management, LLC 0.12% Reduce -76.1% 23,918 $864K
First Command Advisory Services, Inc. 0.01% Add +129.9% 24,313 $863K
Wellington Shields Capital Management, LLC 0.13% No change 24,233 $861K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% No change 24,151 $858K
CX Institutional 0.03% Add +24.3% 24,026 $853K
Independent Financial Group, LLC 0.02% Reduce -11.1% 23,970 $851K
Capital Analysts, LLC 0.02% Add +240.4% 23,935 $850K
Independence Bank of Kentucky 0.11% Add +10.2% 23,845 $847K
Frank, Rimerman Advisors LLC 0.05% Add +1.6% 23,740 $843K
Brooks, Moore & Associates, Inc. 0.43% No change 23,737 $843K
Rossmore Private Capital 0.09% No change 23,658 $840K
Walleye Capital LLC 0.01% Add +61.8% 23,613 $838K
Stratos Wealth Advisors, LLC 0.04% Reduce -1.3% 23,497 $834K
Sowell Financial Services LLC 0.03% Add +1.6% 23,399 $831K
ARS Wealth Advisors Group, LLC 0.08% Add +0.6% 23,396 $831K
Pioneer Trust Bank N A 0.19% No change 23,385 $830K
Welch & Forbes LLC 0.01% Add +1.5% 23,359 $829K
Stonegate Investment Group, LLC 0.02% Add +8.3% 23,356 $829K
Clear Harbor Asset Management, LLC 0.06% Add +3.5% 23,326 $828K
RMR Capital Management, LLC 0.58% No change 23,278 $827K
Rodgers Brothers Inc. 0.10% No change 23,125 $821K
Continuum Advisory, LLC 0.09% Reduce -0.1% 23,098 $820K
Abn Amro Investment Solutions 0.02% Reduce -14.2% 22,979 $816K
Grove Bank & Trust 0.10% Reduce -0.1% 22,945 $815K
New Republic Capital, LLC 0.25% Add +1.1% 22,898 $813K
Faithward Advisors, LLC 0.12% Reduce -2.5% 22,895 $813K
Abbot Financial Management, Inc. 0.35% Reduce -3.2% 22,792 $809K
Daymark Wealth Partners, LLC 0.03% Reduce -27.2% 22,787 $809K
Raab & Moskowitz Asset Management LLC 0.18% Reduce -18.1% 22,736 $807K
Cadinha & Co. LLC 0.11% No change 22,731 $807K
Brave Asset Management Inc. 0.20% Add +9.0% 22,641 $804K
Sanders Morris Harris LLC 0.11% New 22,500 $799K
Genesee Capital Advisors, LLC 0.35% Reduce -4.5% 22,492 $799K
XML Financial, LLC 0.06% No change 22,351 $794K
SK Wealth Management, LLC 0.30% Add +0.4% 22,005 $793K
LaSalle St. Investment Advisors, LLC 0.14% No change 22,353 $793K
Valley Brook Capital Group, Inc. 0.53% No change 22,250 $790K
Financial Strategies Group, Inc. 0.15% Reduce -0.3% 22,002 $788K
MIdWestOne Financial Group, Inc. 0.10% Reduce -2.6% 22,194 $788K
McGlone Suttner Wealth Management, Inc. 0.11% Add +1.7% 22,131 $786K
Partners Wealth Management, LLC 0.78% Reduce -8.2% 22,125 $786K
Norden Group LLC 0.08% Add +2.3% 22,109 $785K
Castle Wealth Management LLC 0.27% Add +4.1% 22,108 $785K
Sageworth Trust Co 0.04% New 22,060 $783K
Brighton Jones LLC 0.02% Add +8.0% 22,049 $783K
Fulton Bank, N.A. 0.03% Reduce -1.5% 21,992 $781K
Diversify Advisory Services, LLC 0.03% Reduce -23.7% 21,780 $780K
Howland Capital Management LLC 0.03% No change 21,887 $777K
Brookstone Capital Management 0.01% Reduce -5.1% 21,761 $773K
Inspire Advisors, LLC 0.07% Reduce -1.4% 21,674 $770K
Morse Asset Management, Inc 0.15% Reduce -15.6% 21,650 $769K
Lakeside Advisors, INC. 0.49% No change 21,600 $767K
Traynor Capital Management, Inc. 0.04% Reduce -3.7% 21,478 $763K
ELCO Management Co., LLC 0.40% Reduce -7.0% 21,475 $763K
Checchi Capital Advisers, LLC 0.05% Reduce -9.7% 21,468 $762K
Avidian Wealth Enterprises, LLC 0.03% Reduce -6.5% 21,456 $762K
Davidson Trust Co. 0.31% Reduce -4.0% 21,440 $761K
Benin Management CORP 0.18% Reduce -4.5% 21,360 $758K
Parallel Advisors, LLC 0.01% Add +21.8% 21,247 $754K
Keystone Financial Group 0.06% Add +0.0% 21,225 $754K
Redwood Wealth Management Group, LLC 0.32% Reduce -2.8% 21,143 $751K
Wealth Alliance, LLC 0.08% Add +1.5% 21,085 $749K
Lombard Odier Asset Management (USA) Corp 0.20% New 20,981 $745K
Embree Financial Group 0.10% Add +0.2% 20,970 $745K
Tocqueville Asset Management L.P. 0.01% Add +5.0% 20,952 $744K
Graves Light Lenhart Wealth, Inc. 0.08% Add +1.8% 20,932 $743K
CHICAGO TRUST Co NA 0.10% Reduce -13.7% 20,822 $739K
44 Wealth Management LLC 0.25% Add +9.2% 20,630 $733K
World Investment Advisors 0.01% Add +8.8% 20,560 $730K
Legacy Wealth Asset Management, LLC 0.18% Add +4.5% 20,526 $729K
Portside Wealth Group, LLC 0.10% Add +1.9% 20,406 $725K
Meketa Investment Group Inc. 2.38% Reduce -23.0% 20,394 $724K
EPG Wealth Management LLC 0.20% Add +11.8% 20,351 $723K
FWG Holdings, LLC 0.31% Add +4.9% 20,400 $720K
Colonial Trust Co / SC 0.10% Add +4.8% 20,186 $717K
Great Valley Advisor Group, Inc. 0.01% Add +7.6% 20,054 $712K
Optas, LLC 0.12% Reduce -50.3% 20,033 $711K
Wolverine Asset Management LLC 0.05% No change 20,000 $710K
Malaga Cove Capital, LLC 0.26% No change 19,996 $710K
Caprock Group, LLC 0.02% — 21,584 $708K
Oakworth Capital, Inc. 0.04% Add +29.6% 19,880 $706K
Trivium Point Advisory, LLC 0.07% Add +4.3% 19,780 $702K
TBH Global Asset Management, LLC 0.14% Reduce -1.0% 19,741 $701K
Charles Schwab Trust Co 0.05% Reduce -0.0% 19,737 $701K
One Capital Management, LLC 0.02% Reduce -0.3% 19,705 $700K
Chronos Wealth Management, LLC 0.34% Add +14.9% 19,660 $698K
NewEdge Wealth, LLC 0.01% Add +1.9% 19,683 $695K
Gibraltar Capital Management, Inc. 0.12% No change 19,572 $695K
Klingman & Associates, LLC 0.04% Add +0.7% 19,547 $694K
Empire Financial Management Company, LLC 0.16% No change 19,526 $693K
PFG Advisors 0.03% Reduce -14.0% 19,520 $693K
Midwest Financial Group LLC 0.33% Reduce -1.5% 19,500 $692K
Patriot Investment Management Group, Inc. 0.05% No change 19,475 $692K
Pettyjohn, Wood & White, Inc. 0.11% No change 19,225 $683K
Revolve Wealth Partners, LLC 0.08% Add +1.0% 19,222 $683K
Integrated Investment Consultants, LLC 0.12% No change 19,197 $682K
Canandaigua National Bank & Trust Co. 0.06% Reduce -0.6% 19,184 $681K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% Add +1.0% 19,144 $680K
Cornerstone Advisory, LLC 0.07% Add +0.8% 19,120 $679K
Certified Advisory Corp 0.06% Add +2.4% 19,005 $675K
XXEC, Inc. 0.57% New 19,000 $675K
Landing Point Financial Group, LLC 0.35% Add +0.2% 18,942 $673K
Mayfair Advisory Group, LLC 0.29% No change 18,905 $671K
Vise Technologies, Inc. 0.02% Add +13.7% 18,840 $669K
Blackhawk Capital Partners, LLC 0.26% Reduce -21.7% 18,824 $668K
Kapstone Financial Advisors LLC 0.31% No change 18,778 $667K
First Citizens Bank & Trust Co. 0.01% Add +8.4% 18,767 $666K
Gilbert & Cook, Inc. 0.09% Add +1.1% 18,748 $666K
Investors Asset Management of Georgia Inc. /Ga/ 0.28% Reduce -1.3% 18,615 $661K
Peoples Bank 0.40% Reduce -0.3% 18,528 $658K
Dupree Financial Group, LLC 0.25% No change 18,483 $656K
Credit Industriel Et Commercial 0.15% Reduce -46.9% 18,397 $653K
Cigna Investments Inc. 0.09% Add +0.9% 18,395 $653K
Ostrum Asset Management 0.03% Reduce -3.0% 18,387 $653K
Klingenstein Fields & Co. LP 0.02% No change 18,341 $651K
Global Retirement Partners, LLC 0.01% Add +7.7% 18,331 $651K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.9% 18,324 $651K
Boston Trust Walden Corp 0.00% No change 18,315 $650K
Choate Investment Advisors 0.01% Reduce -8.5% 18,279 $649K
St Germain D J Co. Inc. 0.03% Reduce -5.6% 18,260 $648K
Hara Capital LLC 0.38% No change 18,240 $648K
Appleton Partners Inc. 0.04% No change 18,226 $647K
InvesTrust 0.23% No change 18,003 $639K
Mogy Joel R Investment Counsel Inc. 0.04% No change 18,000 $639K
PFG Investments, LLC 0.03% Reduce -10.3% 17,980 $638K
Connecticut Wealth Management, LLC 0.03% No change 17,882 $635K
Nwam LLC 0.03% Add +0.3% 17,657 $635K
Ledyard National Bank 0.06% Add +0.3% 17,829 $633K
Indiana Trust & Investment Management Co 0.19% Add +9.2% 17,754 $630K
Capital Investment Advisory Services, LLC 0.05% Add +0.3% 17,754 $630K
Cobblestone Capital Advisors LLC 0.03% Add +1.8% 17,746 $630K
Bedel Financial Consulting, Inc. 0.08% No change 17,730 $630K
Sepio Capital, LP 0.04% Add +59.8% 17,713 $629K
Modern Wealth Management, LLC 0.01% Add +0.4% 17,710 $629K
Cullinan Associates Inc. 0.04% No change 17,600 $625K
Parkside Financial Bank & Trust 0.05% Reduce -2.2% 17,434 $619K
Gibbs Wealth Management 0.14% Reduce -26.7% 17,394 $618K
Koshinski Asset Management, Inc. 0.04% Add +5.0% 17,354 $616K
Level Four Advisory Services, LLC 0.02% Add +63.5% 17,353 $616K
Acropolis Investment Management, LLC 0.03% Add +3.8% 18,836 $615K
Financial Consulate, Inc. 0.09% New 17,225 $612K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -15.9% 17,223 $612K
Guyasuta Investment Advisors Inc. 0.03% No change 17,100 $607K
Yukon Wealth Management, Inc. 0.20% Add +0.9% 17,056 $606K
Evelyn Partners Investment Management LLP 0.02% No change 17,046 $605K
WNY Asset Management, LLC 0.06% No change 16,927 $601K
Principal Securities, Inc. 0.01% Reduce -17.9% 16,925 $601K
Verus Capital Partners, LLC 0.05% Add +0.4% 16,894 $600K
Woodward Diversified Capital, LLC 0.28% Add +0.5% 16,846 $598K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +7.9% 16,809 $597K
Osborne Partners Capital Management, LLC 0.03% No change 16,785 $596K
HBK Sorce Advisory LLC 0.01% Add +1.8% 16,381 $594K
Catalyst Financial Partners LLC 0.07% Add +0.4% 16,697 $593K
Point72 Asia (Singapore) Pte. Ltd. 0.09% Reduce -29.4% 16,575 $589K
Riverwater Partners LLC 0.24% Add +0.3% 16,571 $588K
Wright Investors Service Inc. 0.17% Add +1.5% 16,559 $588K
Thompson Siegel & Walmsley LLC 0.01% Add +84.0% 16,433 $584K
Nicolet Advisory Services, LLC 0.04% Reduce -0.3% 16,008 $576K
ABN AMRO Bank N.V. 0.01% New 16,275 $576K
Wilmington Savings Fund Society, FSB 0.01% Reduce -38.0% 16,167 $574K
Bigelow Investment Advisors, LLC 0.23% Reduce -2.1% 16,131 $573K
McElhenny Sheffield Capital Management, LLC 0.14% Add +162.0% 16,121 $572K
Smith Salley Wealth Management 0.03% No change 16,103 $572K
Cidel Asset Management Inc. 0.03% Add +4.1% 16,087 $571K
Wedmont Private Capital 0.02% Add +9.8% 15,856 $571K
Premier Path Wealth Partners, LLC 0.07% Add +7.8% 16,046 $570K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -1.3% 16,010 $569K
Covenant Partners, LLC 0.16% No change 15,885 $564K
Joel Isaacson & Co., LLC 0.02% Add +41.3% 15,879 $564K
Dorsey & Whitney Trust CO LLC 0.03% Add +0.4% 15,873 $564K
Bailard, Inc. 0.01% Add +0.0% 15,847 $563K
Nexus Investment Management ULC 0.08% No change 15,840 $562K
Partners in Financial Planning 0.10% No change 15,816 $562K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -10.7% 15,805 $561K
Resources Management Corp. /CT/ 0.07% Reduce -27.9% 15,766 $560K
Gryphon Financial Partners LLC 0.06% Reduce -2.8% 15,751 $559K
Brooklyn Investment Group 0.08% Reduce -0.8% 16,991 $559K
SHUTTLEWORTH & Co 0.51% — 15,714 $558K
Tritonpoint Wealth, LLC 0.05% Add +1.2% 15,701 $558K
Tributary Capital Management, LLC 0.05% Add +80.5% 15,700 $558K
Old North State Trust, LLC 0.34% Add +87.0% 15,614 $554K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.5% 15,584 $553K
Texas Capital Bank Wealth Management Services Inc 0.05% New 15,563 $553K
PDS Planning, Inc 0.04% Add +0.7% 15,534 $552K
JGP Wealth Management, LLC 0.06% Reduce -0.3% 15,494 $551K
SageView Advisory Group, LLC 0.02% Reduce -3.8% 15,448 $549K
Fragasso Financial Advisors Inc 0.03% Reduce -0.6% 15,168 $546K
Kozak & Associates, Inc. 0.11% Add +49.8% 16,022 $545K
McKinley Carter Wealth Services, Inc. 0.03% Add +8.6% 15,320 $544K
Obsidian Personal Planning Solutions LLC 0.19% No change 15,021 $541K
NorthRock Partners, LLC 0.01% Add +10.5% 15,234 $541K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.2% 15,021 $541K
Founders Financial Alliance, LLC 0.10% Add +120.4% 15,188 $539K
Mason & Associates, LLC 0.14% No change 16,521 $539K
Black Diamond Financial, LLC 0.06% No change 15,147 $538K
FSM Wealth Advisors, LLC 0.08% Add +6.3% 15,130 $537K
Townsquare Capital LLC 0.08% Reduce -53.1% 15,090 $536K
Cannon Global Investment Management, LLC 1.35% New 15,000 $533K
Magnolia Capital Management Ltd. 0.41% No change 14,895 $529K
Brown Brothers Harriman & Co. 0.00% Add +30.6% 14,835 $527K
GM Advisory Group, LLC 0.02% Add +0.1% 14,808 $526K
Sendero Wealth Management, LLC 0.06% No change 14,757 $524K
Pallas Capital Advisors LLC 0.02% Add +2.5% 14,718 $523K
Larson Financial Group LLC 0.02% Add +19.9% 14,667 $521K
Conning Inc. 0.02% Add +4.2% 14,629 $519K
Harbor Group, Inc. 0.08% Add +0.2% 14,623 $519K
Crescent Sterling, Ltd. 0.55% Reduce -1.4% 14,600 $518K
Evercore Wealth Management, LLC 0.01% No change 14,540 $516K
T. Rowe Price Investment Management, Inc. 0.00% No change 14,493 $515K
Calamos Wealth Management LLC 0.02% Reduce -5.3% 14,457 $513K
AdvisorNet Financial, Inc 0.03% Reduce -68.7% 14,456 $513K
Deseret Mutual Benefit Administrators 0.22% Add +6.8% 14,454 $513K
Greenland Capital Management LP 0.08% New 14,382 $511K
Sage Mountain Advisors LLC 0.03% Add +17.2% 14,322 $509K
Greenfield Savings Bank 0.21% Add +7.8% 14,315 $508K
Aprio Wealth Management, LLC 0.05% Add +5.7% 14,296 $508K
NCM Capital Management, LLC 0.20% No change 14,246 $506K
Howard Bailey Securities, LLC 0.14% Add +0.3% 14,245 $506K
Washington Capital Management, Inc. 0.36% No change 14,200 $504K
Canal Capital Management, LLC 0.08% Add +0.2% 14,165 $503K
Silver Oak Advisory Group, Inc. 0.23% No change 14,169 $503K
Piscataqua Savings Bank 0.39% No change 14,121 $501K
Tudor Financial Inc. 0.27% Add +0.0% 14,066 $499K
Frisch Financial Group, Inc. 0.12% Add +0.1% 14,046 $499K
Mindset Wealth Management, LLC 0.14% No change 14,012 $498K
Harvey Investment Co. LLC 0.05% No change 13,986 $497K
Philip James Wealth Mangement, LLC 0.06% Reduce -35.8% 13,971 $496K
Roof Eidam Maycock Peralta, LLC 0.12% No change 13,941 $495K
R Squared Ltd 0.21% New 13,912 $494K
FRG Family Wealth Advisors LLC 0.08% No change 13,860 $492K
Alpha Omega Wealth Management LLC 0.08% Add +15.0% 13,775 $489K
Ransom Advisory, Ltd 0.22% No change 13,700 $486K
Redmond Asset Management, LLC 0.12% No change 13,621 $484K
RKL Wealth Management LLC 0.04% Reduce -10.3% 13,581 $482K
Marathon Capital Management 0.11% No change 13,548 $481K
Bristlecone Advisors, LLC 0.04% No change 13,541 $481K
Holderness Investments Co. 0.10% No change 13,528 $480K
North Forty Two & Co. 0.47% No change 13,520 $480K
Vista Investment Partners Ii, LLC 0.22% Add +0.0% 13,513 $480K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -1.0% 13,473 $478K
Wendell David Associates Inc. 0.05% No change 13,368 $475K
Quantitative Investment Management, LLC 0.07% New 13,311 $472K
Towne Trust Company, N.A 0.15% Reduce -0.6% 13,278 $472K
AdvisorShares Investments LLC 0.08% New 13,232 $470K
Everett Harris & Co. 0.01% No change 13,232 $470K
NBT Bank, N.A. 0.03% Reduce -0.4% 13,206 $469K
Crews Bank & Trust 0.07% No change 13,196 $469K
RCS Financial Planning, LLC 0.21% No change 13,190 $468K
Panagora Asset Management Inc. 0.00% Reduce -41.1% 13,179 $468K
Brass Tax Wealth Management, Inc. 0.08% Add +2.8% 13,174 $468K
Pure Financial Advisors, LLC 0.01% Add +9.5% 13,067 $464K
Moloney Securities Asset Management, LLC 0.06% Add +2.7% 13,048 $463K
Fairfield, Bush & Co. 0.24% Reduce -3.0% 13,040 $463K
Avantra Family Wealth, Inc. 0.34% Add +84.1% 12,917 $459K
Scientech Research LLC 0.16% New 12,912 $459K
Diversify Wealth Management, LLC 0.03% Reduce -9.0% 12,785 $458K
Means Investment Co., Inc. 0.04% Add +0.0% 12,894 $458K
Walled Lake Planning & Wealth Management, LLC 0.15% Add +0.4% 12,889 $458K
Gables Capital Management Inc. 0.19% No change 12,800 $455K
Cyndeo Wealth Partners, LLC 0.03% No change 12,768 $453K
IFG Advisory, LLC 0.02% Reduce -7.1% 12,734 $452K
Secure Asset Management, LLC 0.07% Reduce -8.7% 12,908 $452K
Diversified Enterprises, LLC 0.03% Add +1.0% 12,722 $452K
Astoria Portfolio Advisors LLC. 0.12% Reduce -23.5% 12,559 $451K
Becker Capital Management Inc. 0.01% No change 12,658 $449K
Alteri Wealth LLC 0.15% New 12,652 $449K
McLean Asset Management Corp 0.09% Add +0.5% 12,296 $446K
Platform Technology Partners 0.11% Reduce -12.2% 12,540 $445K
Viawealth, LLC 0.24% Reduce -7.3% 12,525 $445K
Phoenix Financial Ltd. 0.01% Add +30.2% 12,483 $443K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.3% 12,408 $441K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.3% 12,399 $440K
Nicolet Bankshares Inc. 0.07% No change 12,394 $440K
Traphagen Investment Advisors LLC 0.04% Add +0.2% 12,355 $439K
Chicago Partners Investment Group LLC 0.01% Add +1.7% 12,296 $439K
Northwest Bancshares, Inc. 0.07% Reduce -1.7% 12,351 $439K
Pitcairn Co. 0.03% Reduce -64.8% 12,350 $439K
Bangor Savings Bank 0.04% Reduce -0.4% 12,336 $438K
Alpha Family Trust 0.20% No change 12,270 $436K
Adirondack Trust Co. 0.15% Reduce -43.0% 12,257 $435K
Capital Advisors Inc. 0.01% Reduce -10.5% 12,243 $435K
Murphy & Mullick Capital Management Corp 0.32% Add +0.0% 12,210 $434K
AlTi Global, Inc. 0.01% Add +9.1% 12,175 $432K
Avantax Planning Partners, Inc. 0.01% No change 12,170 $432K
Olde Wealth Management, LLC 0.13% — 12,300 $431K
Trustmark Bank Trust Department 0.03% Reduce -4.9% 12,131 $431K
Barry Investment Advisors, LLC 0.10% Add +0.4% 12,108 $430K
Catalyst Funds Management Pty Ltd 0.07% Reduce -61.2% 12,100 $430K
First National Trust Co 0.01% Reduce -17.4% 12,097 $430K
Brandywine Oak Private Wealth LLC 0.04% Reduce -7.4% 12,061 $428K
Elgethun Capital Management 0.08% No change 12,310 $427K
Patton Albertson Miller Group, LLC 0.05% Reduce -5.4% 12,010 $426K
Cornerstone Wealth Management, LLC 0.02% Add +0.8% 12,003 $426K
Fiera Capital Corp 0.00% New 12,000 $426K
Courier Capital LLC 0.02% Reduce -3.2% 11,907 $423K
Franklin Street Advisors Inc. 0.02% No change 11,887 $422K
Flagship Wealth Advisors, LLC 0.14% No change 11,880 $422K
Krilogy Financial LLC 0.02% New 11,932 $421K
Fulcrum Asset Management LLP 0.12% Reduce -6.6% 11,860 $421K
Machina Capital S.A.S. 0.07% New 11,840 $420K
Chilton Investment Co. Inc. 0.01% Reduce -29.2% 11,837 $420K
Csenge Advisory Group 0.02% Reduce -47.5% 11,817 $420K
Successful Portfolios LLC 0.24% Reduce -3.3% 11,777 $418K
Prelude Capital Management, LLC 0.03% New 11,765 $418K
CWA Asset Management Group, LLC 0.02% Add +5.8% 11,754 $417K
Ausdal Financial Partners, Inc. 0.02% Add +36.5% 11,753 $417K
Banque Pictet & Cie SA 0.00% New 11,702 $416K
EverSource Wealth Advisors, LLC 0.02% Add +11.5% 11,671 $414K
Strategic Financial Services, Inc. 0.02% Add +0.1% 11,606 $412K
Meridian Wealth Management, LLC 0.02% Add +0.0% 11,591 $412K
Sunpointe, LLC 0.15% Reduce -1.9% 11,545 $410K
Pines Wealth Management, LLC 0.14% Add +5.1% 11,535 $410K
Mayflower Financial Advisors, LLC 0.05% Add +0.3% 11,529 $409K
Wealth Alliance Advisory Group, LLC 0.07% No change 11,520 $409K
Elser Financial Planning, Inc 0.49% Add +0.7% 11,470 $408K
SOL Capital Management CO 0.04% No change 11,400 $405K
Westbourne Investment Advisors, Inc. 0.11% No change 11,395 $405K
Diversified Trust Co. 0.01% Add +7.0% 11,357 $403K
Kaydan Wealth Management, Inc. 0.12% No change 11,349 $403K
Latitude Advisors, LLC 0.18% Reduce -4.4% 11,345 $403K
Marion Wealth Management 0.10% No change 11,340 $403K
Thomasville National Bank 0.03% Add +51.9% 11,303 $401K
Acadian Asset Management LLC 0.00% Add +93.2% 11,299 $400K
Advisor OS, LLC 0.03% Add +0.1% 11,236 $399K
Capital Asset Advisory Services LLC 0.02% Add +0.2% 11,235 $399K
NTV Asset Management LLC 0.04% Add +0.4% 11,225 $399K
Westmount Partners, LLC 0.10% Reduce -0.4% 11,340 $397K
Eq Wealth Advisors, LLC 0.26% Reduce -1.1% 11,174 $397K
First Nebraska Trust Co 0.04% No change 11,100 $394K
Tufton Capital Management 0.07% No change 11,108 $394K
Thoroughbred Financial Services, LLC 0.02% Reduce -1.2% 11,043 $392K
Duncker Streett & Co. Inc. 0.07% Reduce -19.7% 11,020 $391K
Kiley Juergens Wealth Management, LLC 0.09% Add +2.1% 11,006 $391K
Flagship Harbor Advisors, LLC 0.02% Reduce -11.8% 10,963 $389K
Kinloch Capital, LLC 0.17% No change 10,947 $389K
Steinberganna Wealth Management 0.18% — 10,943 $389K
Integrated Advisors Network LLC 0.02% Reduce -1.6% 10,940 $388K
Kitching Partners, LLC 0.37% Add +0.4% 10,937 $388K
Coastline Trust Co 0.04% No change 10,932 $388K
Caitlin John, LLC 0.27% No change 10,875 $386K
TriaGen Wealth Management LLC 0.10% Reduce -0.2% 10,807 $384K
CM Wealth Advisors LLC 0.10% No change 10,800 $384K
Total Clarity Wealth Management, Inc. 0.10% Reduce -12.7% 10,775 $383K
Financial Council, LLC 0.17% Add +0.2% 10,773 $383K
Whitener Capital Management, Inc. 0.09% Reduce -0.9% 10,730 $381K
Avestar Capital, LLC 0.03% Add +46.5% 10,708 $380K
Key Client Fiduciary Advisors, LLC 0.13% Reduce -2.7% 10,701 $380K
Board of the Pension Protection Fund 0.37% Reduce -56.5% 10,700 $380K
Flputnam Investment Management Co. 0.01% Reduce -14.3% 10,654 $378K
Federated Hermes, Inc. 0.00% Reduce -8.4% 10,653 $378K
SkyOak Wealth, LLC 0.07% Add +0.0% 10,650 $378K
Silver Oak Securities, Incorporated 0.03% Add +34.1% 10,628 $377K
High Net Worth Advisory Group LLC 0.09% Add +1.2% 10,522 $374K
DRW Securities, LLC 0.02% Add +7.1% 10,500 $373K
Montecito Bank & Trust 0.06% — 10,457 $371K
VSM Wealth Advisory, LLC 0.11% No change 10,392 $369K
Diametric Capital, LP 0.14% New 10,386 $369K
Armstrong Advisory Group, Inc. 0.03% Reduce -3.3% 10,369 $368K
Fagan Associates, Inc. 0.05% Reduce -2.8% 10,300 $366K
JNBA Financial Advisors 0.03% Reduce -1.0% 10,286 $365K
Clarius Group, LLC 0.02% Reduce -39.1% 10,285 $365K
Avior Wealth Management, LLC 0.01% Add +18.3% 10,278 $365K
Shufro Rose & Co. LLC 0.03% No change 12,400 $365K
180 Wealth Advisors, LLC 0.04% Reduce -5.7% 10,267 $365K
denkapparat Operations GmbH 0.23% New 10,254 $364K
Ceeto Capital Group, LLC 0.11% Add +14.0% 10,262 $364K
Principle Wealth Partners LLC 0.02% Reduce -1.9% 10,221 $363K
Peregrine Asset Advisers, Inc. 0.11% No change 10,200 $362K
Pavion Blue Capital, LLC 0.15% No change 10,146 $360K
Shelton Wealth Management, LLC 0.17% Add +8.3% 10,067 $357K
Tred Avon Family Wealth, LLC 0.12% — 10,020 $356K
XTX Topco Ltd 0.02% Reduce -84.7% 9,943 $353K
Park Edge Advisors, LLC 0.08% No change 9,932 $353K
Formidable Asset Management, LLC 0.06% Add +0.0% 10,807 $353K
Alta Advisers Ltd 0.11% No change 9,892 $351K
West Wealth Group, LLC 0.08% Add +26.3% 9,664 $350K
Elevation Point Wealth Partners, LLC 0.02% Add +260.2% 9,862 $350K
Encompass More Asset Management 0.07% New 9,854 $350K
Willner & Heller, LLC 0.27% Add +0.4% 9,846 $350K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -31.1% 9,842 $349K
Money Concepts Capital Corp. 0.02% Reduce -6.7% 9,820 $349K
Integrity Alliance, Llc. 0.02% Add +28.8% 9,793 $348K
Altfest L J & Co. Inc. 0.04% No change 9,681 $344K
Mill Creek Capital Advisors, LLC 0.01% No change 9,681 $344K
Harbour Investments, Inc. 0.01% Add +24.7% 9,647 $343K
Armstrong, Fleming & Moore, Inc 0.16% No change 9,630 $342K
IMS Capital Management 0.16% Reduce -1.0% 9,602 $341K
Goelzer Investment Management, Inc. 0.02% No change 9,593 $341K
Advisors Capital Management, LLC 0.00% Add +0.0% 9,521 $338K
Estabrook Capital Management 0.05% No change 9,505 $338K
Fieldview Capital Management, LLC 0.06% Reduce -65.3% 9,500 $337K
Belpointe Asset Management LLC 0.01% Reduce -0.8% 9,487 $337K
Virtue Capital Management, LLC 0.05% Reduce -55.5% 4,450 $335K
Journey Strategic Wealth LLC 0.01% Add +12.6% 9,427 $335K
RB Capital Management, LLC 0.07% Add +4.7% 9,427 $335K
Lynch & Associates 0.06% No change 9,350 $332K
Verdence Capital Advisors LLC 0.02% Reduce -2.6% 9,209 $332K
Raleigh Capital Management Inc. 0.13% Reduce -8.6% 9,318 $331K
L. Roy Papp & Associates, LLP 0.04% Add +29.2% 9,300 $330K
Hazlett, Burt & Watson, Inc. 0.12% Add +8.4% 9,316 $329K
Sittner & Nelson, LLC 0.12% Add +0.1% 9,261 $329K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.7% 9,244 $328K
Berkshire Asset Management LLC 0.01% No change 9,230 $328K
Collective Family Office LLC 0.08% Reduce -8.3% 9,218 $327K
Midland Wealth Advisors, LLC 0.02% No change 9,168 $326K
Boyd Watterson Asset Management LLC 0.10% Reduce -3.2% 9,162 $325K
MCF Advisors LLC 0.02% Add +1.3% 9,123 $324K
Childress Capital Advisors, LLC 0.06% New 9,107 $323K
Eagle Wealth Strategies LLC 0.16% Add +4.5% 9,095 $323K
Ironwood Investment Counsel, LLC 0.05% No change 9,086 $323K
Syverson Strege & Co 0.08% Reduce -41.3% 9,082 $323K
Los Angeles Capital Management LLC 0.00% No change 9,064 $322K
Investor's Fiduciary Advisor Network, LLC 0.11% Add +0.1% 9,059 $321K
Hilltop Holdings Inc. 0.02% Add +5.3% 9,031 $321K
Philadelphia Trust Co. 0.02% Reduce -19.5% 9,000 $320K
Harold Davidson & Associates Inc. 0.15% No change 9,010 $320K
Shorepoint Capital Partners LLC 0.06% — 9,000 $320K
International Assets Investment Management, LLC 0.03% Reduce -9.5% 9,532 $319K
Argentarii, LLC 0.13% Reduce -2.5% 8,965 $318K
Robertson Stephens Wealth Management, LLC 0.01% Add +4.7% 8,939 $317K
Mascagni Wealth Management, Inc. 0.25% Reduce -6.7% 8,936 $317K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.0% 8,931 $317K
Evermay Wealth Management LLC 0.04% Reduce -0.2% 8,912 $316K
VestGen Advisors, LLC 0.01% New 8,909 $316K
North Star Investment Management Corp. 0.02% Reduce -5.0% 8,890 $316K
Connors Investor Services Inc. 0.03% No change 8,885 $316K
Montag A & Associates Inc. 0.01% Reduce -1.9% 8,833 $314K
Proficio Capital Partners LLC 0.02% Reduce -53.8% 8,817 $313K
Renaissance Investment Group LLC 0.06% No change 8,810 $313K
Mattern Wealth Management LLC 0.06% No change 8,784 $312K
Alpha Cubed Investments, LLC 0.01% Reduce -50.5% 8,772 $311K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -57.6% 8,729 $311K
L2 Asset Management, LLC 0.04% Add +4.1% 8,754 $311K
Coastal Bridge Advisors, LLC 0.02% Add +5.4% 8,748 $311K
Schnieders Capital Management, Llc. 0.05% — 8,747 $311K
Intrepid Capital Management Inc. 0.15% No change 8,738 $310K
Lake Street Private Wealth, LLC 0.04% Add +0.5% 8,720 $310K
Simmons Bank 0.02% Reduce -34.9% 8,696 $309K
Bill Few Associates, Inc. 0.08% Reduce -3.3% 8,669 $308K
RFG Advisory, LLC 0.01% Reduce -12.3% 8,663 $308K
Old Port Advisors 0.08% New 8,652 $307K
Davis Capital Management 0.21% — 8,641 $307K
Compass Financial Group, INC 0.05% No change 8,638 $307K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -6.3% 8,597 $305K
Private Wealth Asset Management, LLC 0.04% Reduce -48.1% 8,594 $305K
Inspire Investing, LLC 0.03% Reduce -0.3% 8,581 $305K
Vestmark Advisory Solutions, Inc. 0.01% New 8,524 $303K
YHB Investment Advisors, Inc. 0.02% No change 8,513 $302K
LexAurum Advisors, LLC 0.04% Add +3.7% 8,510 $302K
Mark Sheptoff Financial Planning, LLC 0.14% Add +1.2% 8,500 $302K
LRI Investments, LLC 0.02% Add +10.9% 8,494 $302K
Norris Perne & French LLP 0.02% Reduce -0.3% 8,486 $301K
Twinbeech Capital LP 0.01% New 8,478 $301K
Live Oak Private Wealth LLC 0.04% No change 8,470 $301K
Groupama Asset Managment 0.00% New 8,469 $301K
Tiemann Investment Advisors, LLC 0.11% Reduce -0.6% 8,410 $299K
Borer Denton & Associates, Inc. 0.10% No change 8,400 $298K
Strategies Wealth Advisors, LLC 0.03% No change 8,400 $298K
Meritas Wealth Management, LLC 0.15% Reduce -15.8% 8,387 $298K
Acute Investment Advisory, LLC 2.50% No change 8,381 $298K
Alhambra Investment Management LLC 0.14% No change 8,374 $297K
First Financial Bankshares Inc 0.01% New 8,360 $297K
CGC Financial Services, LLC 0.08% No change 8,332 $296K
Kingswood Wealth Advisors, LLC 0.02% Add +4.1% 8,324 $296K
Legacy Edge Advisors, LLC 0.03% No change 8,259 $293K
Bridgewealth Advisory Group, LLC 0.07% Add +0.2% 8,228 $292K
Legacy Financial Advisors, Inc. 0.04% Reduce -0.4% 8,207 $291K
Allegheny Financial Group 0.05% Reduce -1.6% 8,193 $291K
Scissortail Wealth Management, LLC 0.06% Reduce -4.6% 8,189 $291K
Strategic Blueprint, LLC 0.01% Add +2.0% 8,179 $290K
Hanson & Doremus Investment Management 0.04% Reduce -2.5% 8,171 $290K
Polymer Capital Management (HK) LTD 0.04% New 8,083 $287K
Cove Private Wealth, LLC 0.09% No change 8,074 $287K
Insigneo Advisory Services, LLC 0.02% Reduce -0.8% 8,061 $286K
Claret Asset Management Corp 0.03% Reduce -1.2% 8,063 $286K
Soltis Investment Advisors LLC 0.02% Add +1.6% 8,035 $285K
Retirement Planning Group, LLC 0.01% New 8,029 $285K
Tyche Wealth Partners LLC 0.05% Add +0.4% 8,010 $284K
Oak Hill Wealth Advisors, LLC 0.05% Reduce -15.2% 7,966 $283K
Capital Investment Counsel, Inc 0.03% No change 7,926 $281K
Patton Fund Management, Inc. 0.05% No change 7,912 $281K
Exchange Bank 0.19% Reduce -0.5% 7,895 $280K
Baldwin Investment Management, LLC 0.03% No change 7,883 $280K
Bluespring Wealth Management, LLC 0.02% Add +0.4% 7,865 $279K
Capital World Investors 0.00% New 7,791 $279K
Centaurus Financial, Inc. 0.01% Add +1.8% 7,869 $279K
Zions Bancorporation, National Association 0.01% Add +44.1% 7,828 $278K
Integral Investment Advisors, Inc. 0.07% No change 7,800 $277K
Sound Income Strategies, LLC 0.02% Reduce -0.9% 7,683 $277K
Crestwood Advisors Group, LLC 0.00% Add +7.3% 7,800 $277K
Oxford Financial Group, LTD. LLC 0.02% Add +10.7% 7,787 $277K
Southland Equity Partners LLC 0.06% Add +0.0% 7,775 $276K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 7,757 $275K
Regent Peak Wealth Advisors LLC 0.05% — 7,721 $274K
Cullen/Frost Bankers, Inc. 0.00% Reduce -7.3% 7,716 $274K
Steigerwald, Gordon & Koch Inc. 0.03% Add +4.1% 7,711 $274K
King Luther Capital Management Corp. 0.00% No change 7,663 $272K
Burling Wealth Partners, LLC 0.04% No change 7,657 $272K
McCarter Private Wealth Services LLC 0.14% No change 7,650 $272K
Capstone Financial Advisors, Inc. 0.01% No change 7,614 $270K
LMG Wealth Partners, LLC 0.05% No change 7,613 $270K
Personal Cfo Solutions, LLC 0.05% Add +4.8% 7,590 $270K
Auxier Asset Management LLC 0.04% No change 7,566 $269K
Asset Planning,Inc 0.19% Add +0.1% 7,563 $269K
Venturi Wealth Management, LLC 0.01% New 7,562 $269K
West Branch Capital LLC 0.07% Add +0.4% 7,530 $267K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -4.0% 7,521 $267K
Curran Financial Partners, LLC 0.05% Reduce -26.3% 7,520 $267K
Cozad Asset Management Inc. 0.02% No change 7,509 $267K
Hohimer Wealth Management, LLC 0.04% No change 7,502 $266K
Norway Savings Bank 0.13% No change 7,500 $266K
HHM Wealth Advisors, LLC 0.03% No change 7,493 $266K
Dakota Wealth Management 0.01% Add +10.4% 7,488 $266K
Angeles Wealth Management, LLC 0.02% Add +0.2% 7,481 $266K
Providence Capital Advisors, LLC 0.05% No change 7,467 $265K
CENTRAL TRUST Co 0.01% Add +14.3% 7,460 $265K
First Financial Bank - Trust Division 0.02% No change 7,458 $265K
Everpar Advisors LLC 0.10% Reduce -0.5% 7,440 $264K
HCR Wealth Advisors 0.03% No change 7,427 $264K
Wealth Effects LLC 0.08% Add +0.8% 7,425 $264K
Salem Investment Counselors Inc. 0.01% No change 7,422 $264K
Fort Sheridan Advisors LLC 0.03% No change 7,400 $263K
Garner Asset Management Corp 0.11% Reduce -6.6% 7,383 $262K
Ridgewood Investments LLC 0.11% Add +0.1% 7,381 $262K
Farmers National Bank 0.06% No change 7,366 $262K
OneAscent Financial Services LLC 0.02% Reduce -23.4% 7,333 $260K
First Horizon Corp. 0.01% — 7,324 $260K
Snider Financial Group 0.07% Add +0.1% 7,308 $259K
Simon Quick Advisors, LLC 0.01% Add +0.5% 7,298 $259K
Blackston Financial Advisory Group, LLC 0.15% New 7,287 $259K
BNC Wealth Management, LLC 0.07% No change 7,284 $259K
FAS Wealth Partners, Inc. 0.02% Add +0.5% 7,271 $258K
Cornerstone Management, Inc. 0.04% No change 7,262 $258K
Quotient Wealth Partners, LLC 0.01% Add +3.1% 7,216 $256K
Rothschild Investment LLC 0.01% Add +23.6% 7,203 $256K
Verum Partners LLC 0.05% Add +1.9% 7,201 $256K
Lee, Kelleher & Klein Wealth Management 0.16% No change 7,200 $256K
Rock Point Advisors, LLC 0.07% No change 7,200 $256K
Cache Advisors, LLC 0.04% No change 7,200 $256K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 7,178 $255K
Signet Financial Management, LLC 0.03% Add +0.1% 7,177 $255K
Master's Wealth Management Inc. 0.11% Add +0.4% 7,166 $254K
Gradient Investments LLC 0.00% Reduce -14.4% 7,083 $252K
ARS Investment Partners, LLC 0.02% No change 7,080 $251K
Sage Private Wealth Group, LLC 0.14% No change 7,071 $251K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 7,065 $251K
Novem Group 0.03% Reduce -0.9% 7,059 $251K
Baron Wealth Management LLC 0.08% Reduce -2.5% 7,053 $250K
ArrowMark Colorado Holdings LLC 0.00% No change 7,020 $249K
KCM Investment Advisors LLC 0.01% Add +6.0% 7,018 $249K
Bellecapital International Ltd. 0.04% No change 7,000 $249K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -0.1% 6,994 $248K
Summit Asset Management, LLC 0.04% Add +0.2% 6,974 $248K
Concord Wealth Partners 0.03% Reduce -5.3% 6,938 $246K
Madison Asset Management, LLC 0.00% No change 6,888 $245K
Quadrant Private Wealth Management, LLC 0.04% Add +2.5% 6,826 $242K
Manchester Capital Management LLC 0.03% Reduce -57.7% 6,805 $242K
Bank of Hawaii 0.01% No change 6,780 $241K
Middleton & Co. Inc. 0.03% No change 6,775 $241K
SIH Partners, LLLP 0.02% New 6,771 $240K
M.E. Allison & Co., Inc. 0.17% No change 6,759 $240K
Pine Haven Investment Counsel, Inc 0.17% Reduce -4.9% 6,750 $240K
Turtle Creek Wealth Advisors, LLC 0.02% New 6,747 $240K
Roehl & Yi Investment Advisors, LLC 0.10% Add +0.0% 6,744 $239K
Birch Hill Investment Advisors LLC 0.01% No change 6,700 $238K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -22.3% 6,682 $237K
Trust Point Inc. 0.02% Reduce -17.5% 6,665 $237K
Rinkey Investments 0.06% Reduce -1.9% 6,660 $236K
Caxton Associates LLP 0.01% New 6,659 $236K
Wallace Advisory Group, LLC 0.19% Reduce -40.5% 7,225 $236K
Cornerstone Wealth Group, LLC 0.02% Reduce -17.1% 6,579 $234K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 6,573 $233K
Curi Capital, LLC 0.00% New 6,566 $233K
Red Wave Investments LLC 0.07% Reduce -2.5% 6,552 $233K
Polymer Capital Management (US) LLC 0.03% Reduce -7.1% 6,540 $232K
Fusion Capital, LLC 0.07% Reduce -0.8% 6,428 $232K
Trust Co. of Toledo NA 0.02% No change 6,520 $232K
Moneywise, Inc. 0.10% No change 6,518 $231K
Strategic Equity Management 0.09% No change 6,518 $231K
Continental Investors Services, Inc. 0.34% Add +0.2% 6,320 $231K
Holistic Financial Partners 0.09% Reduce -14.5% 6,458 $229K
SeaCrest Wealth Management, LLC 0.02% Reduce -15.2% 6,366 $229K
Resolute Wealth Strategies, LLC 0.10% Add +0.2% 6,444 $229K
Mather Group, Llc. 0.00% Reduce -3.0% 6,443 $229K
Mine & Arao Wealth Creation & Management, LLC. 0.09% Add +0.1% 6,424 $228K
Quantum Financial Advisors, LLC 0.03% No change 6,407 $228K
Somerset Trust Co 0.07% Add +0.6% 6,404 $227K
Sollinda Capital Management LLC 0.06% Add +0.1% 6,400 $227K
Warburton Capital Management, LLC 0.14% Add +2.0% 6,496 $227K
Turning Point Benefit Group, Inc. 0.14% New 6,472 $227K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Reduce -8.5% 6,373 $226K
Savvy Advisors, Inc. 0.01% New 6,359 $226K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 6,325 $225K
GPS Wealth Strategies Group, LLC 0.02% No change 6,322 $224K
ZWJ Investment Counsel Inc. 0.01% Add +2.7% 6,322 $224K
American Institute for Advanced Investment Management, LLP 0.15% No change 6,320 $224K
Beaton Management Co. Inc. 0.10% No change 6,315 $224K
Allred Capital Management, LLC 0.08% Add +0.3% 6,305 $224K
Heritage Trust Co 0.02% No change 6,300 $224K
Country Trust Bank 0.00% No change 6,300 $224K
Debussy Capital Management LP 0.03% Reduce -0.3% 6,289 $223K
Heck Capital Advisors, LLC 0.02% Add +0.4% 6,286 $223K
Lakeridge Wealth Management LLC 0.10% Reduce -0.1% 6,283 $223K
Palacios Wealth Management, LLC 0.15% Reduce -2.3% 6,279 $223K
TrueWealth Advisors, LLC 0.06% Add +0.1% 6,264 $222K
Generation Capital Management LLC 0.16% No change 6,256 $222K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -11.2% 6,252 $222K
Baker Avenue Asset Management, LP 0.01% New 6,244 $222K
Front Row Advisors LLC 0.07% No change 6,240 $222K
Basepoint Wealth LLC 0.16% Add +0.2% 6,228 $221K
State of Wyoming 0.03% New 6,207 $220K
Stratos Investment Management, LLC 0.01% New 6,195 $220K
Baker Tilly Wealth Management, LLC 0.05% Reduce -1.7% 6,193 $220K
FC Advisory LLC 0.06% Reduce -50.0% 6,191 $220K
VeraBank, N.A. 0.04% New 6,186 $220K
Lee Financial Co 0.03% New 6,181 $219K
Johnson Financial Group, Inc. 0.01% Add +550.4% 6,166 $219K
Kendall Capital Management 0.05% No change 6,144 $218K
Willow Creek Wealth Management Inc. 0.02% No change 6,140 $218K
BankPlus Trust Department 0.06% No change 6,130 $218K
IFG Advisors, LLC 0.04% Reduce -31.8% 6,126 $218K
Dana Investment Advisors, Inc. 0.01% New 6,101 $217K
Braun-Bostich & Associates Inc. 0.14% Reduce -1.9% 6,096 $216K
Finward Bancorp 0.16% New 6,072 $216K
Emerald Advisors, LLC 0.03% New 6,059 $215K
Roberts Glore & Co. Inc. 0.06% New 6,042 $215K
Barr E S & Co. 0.01% Reduce -7.7% 6,007 $213K
Calton & Associates, Inc. 0.03% New 6,006 $213K
Heartwood Wealth Advisors LLC 0.02% New 6,005 $213K
Montgomery Investment Management Inc. 0.07% New 6,000 $213K
Fortress Private Ledger, LLC 0.08% New 5,994 $213K
Elyxium Wealth, LLC 0.07% Reduce -5.1% 5,969 $212K
CPC Advisors, LLC 0.02% New 5,949 $211K
Haverford Trust Co 0.00% Reduce -28.8% 5,918 $210K
Nelson Capital Management, LLC 0.02% New 5,898 $209K
Quent Capital, LLC 0.02% New 5,890 $209K
Joule Financial, LLC 0.06% New 5,888 $209K
Biltmore Family Office, LLC 0.03% New 5,875 $209K
Little House Capital LLC 0.05% New 5,872 $209K
Cornerstone Select Advisors, LLC 0.15% New 5,865 $208K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -75.3% 5,859 $208K
Parkshore Wealth Management, Inc. 0.08% New 5,838 $207K
Transamerica Financial Advisors, LLC 0.02% Reduce -24.8% 5,831 $207K
Atlas Brown,Inc. 0.06% New 5,823 $207K
Broadwater Capital Management LLC 0.15% Reduce -96.9% 5,805 $206K
Thoma Capital Management LLC 0.12% New 5,803 $206K
Widmann Financial Services, Inc. 0.13% New 5,775 $205K
Cheviot Value Management, LLC 0.02% No change 5,730 $204K
Red Door Wealth Management, LLC 0.02% New 5,751 $204K
RPS Advisory Solutions LLC 0.10% New 5,736 $204K
Uptick Partners, LLC 0.05% New 5,713 $203K
One Charles Private Wealth Services, LLC 0.05% Reduce -9.7% 5,702 $202K
Carderock Capital Management Inc. 0.05% No change 5,700 $202K
Argus Investors' Counsel, Inc. 0.16% New 5,659 $201K
CFM Wealth Partners LLC 0.03% Reduce -14.6% 5,657 $201K
Valley National Advisers Inc. 0.03% Reduce -3.9% 5,563 $197K
USA Financial Formulas 0.03% New 5,463 $194K
JFS Wealth Advisors, LLC 0.01% Add +584.6% 5,388 $191K
Ameritas Advisory Services, LLC 0.01% Reduce -35.7% 5,379 $191K
Register Financial Advisors LLC 0.07% New 5,340 $190K
Rosenberg Matthew Hamilton 0.04% Reduce -3.9% 5,310 $189K
Truvestments Capital LLC 0.03% Reduce -7.8% 5,255 $187K
CYBER HORNET ETFs LLC 0.12% Add +3.8% 5,217 $185K
CVA Family Office, LLC 0.02% Add +3.5% 5,173 $184K
Chapman Financial Group, LLC 0.12% No change 5,042 $179K
Roxbury Financial LLC 0.16% Add +0.3% 4,975 $177K
Strategic Investment Solutions, Inc. 0.04% Add +0.4% 4,789 $170K
DT Investment Partners, LLC 0.01% No change 4,740 $168K
Asset Dedication, LLC 0.01% No change 4,722 $168K
Palisade Asset Management, LLC 0.02% New 4,631 $164K
Sentry Investment Management LLC 0.11% Reduce -20.9% 4,575 $164K
Perritt Capital Management Inc 0.08% No change 4,514 $160K
Root Financial Partners, LLC 0.01% New 4,434 $157K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -18.0% 4,335 $154K
Godsey & Gibb, Inc. 0.01% Reduce -64.8% 4,258 $151K
Avalon Trust Co 0.01% No change 4,160 $148K
Employees Retirement System of Texas 0.00% Reduce -73.9% 4,135 $147K
Chelsea Counsel Co. 0.06% No change 4,100 $146K
Colonial Trust Advisors 0.01% Reduce -4.0% 3,981 $141K
Richardson Financial Services Inc. 0.09% Add +0.6% 3,917 $139K
Main Street Group, LTD 0.04% Add +0.1% 3,887 $138K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +3.4% 3,850 $137K
Leonteq Securities AG 0.01% Reduce -16.3% 3,782 $134K
Optiver Holding B.V. 0.00% Add +166.3% 3,765 $134K
TD Capital Management LLC 0.01% No change 3,645 $129K
Golden State Wealth Management, LLC 0.01% Add +0.1% 3,640 $129K
Elevation Wealth Partners, LLC 0.04% Reduce -13.3% 3,522 $125K
Holos Integrated Wealth LLC 0.07% No change 3,520 $125K
Dunhill Financial, LLC 0.04% Add +22.3% 3,516 $125K
Pathway Financial Advisers, LLC 0.04% Reduce -65.6% 3,505 $124K
Financial Management Professionals, Inc. 0.01% Add +0.3% 3,460 $123K
Cromwell Holdings LLC 0.06% No change 3,410 $121K
Vision Financial Markets LLC 0.10% No change 3,400 $121K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -42.1% 3,335 $118K
Foster Dykema Cabot & Partners, LLC 0.01% No change 3,222 $114K
Spire Wealth Management 0.00% Reduce -3.3% 3,208 $114K
Hemington Wealth Management 0.01% Add +4.4% 3,208 $113K
Paladin Advisory Group, LLC 0.09% Reduce -41.3% 3,162 $112K
Webster Bank, N. A. 0.01% No change 3,080 $109K
Fortis Group Advisors, LLC 0.02% No change 3,015 $107K
Kimelman & Baird, LLC 0.01% No change 3,000 $107K
Pinney & Scofield, Inc. 0.06% No change 2,925 $104K
Clearstead Trust, LLC 0.02% Add +2.8% 2,914 $103K
Lanark Financial, Inc. 0.01% Reduce -9.7% 2,837 $101K
Bruce G. Allen Investments, LLC 0.07% Reduce -22.0% 2,827 $100K
Washington Trust Advisors, Inc. 0.01% No change 2,760 $98K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.6% 2,973 $97K
Key Financial Inc 0.02% Add +0.0% 2,753 $96K
Capital Advisors, Ltd. LLC 0.01% No change 2,676 $95K
Proffitt & Goodson Inc. 0.01% Add +0.9% 2,666 $95K
Gen-Wealth Partners Inc 0.03% Reduce -10.2% 2,634 $94K
Alerus Financial NA 0.00% Add +5.7% 2,604 $92K
Glen Eagle Advisors, LLC 0.01% Reduce -23.6% 2,603 $92K
REAP Financial Group, LLC 0.02% Add +15.2% 2,531 $90K
Plante Moran Financial Advisors, LLC 0.01% Add +1.0% 2,526 $90K
SOA Wealth Advisors, LLC. 0.01% No change 88,842 $89K
Tacita Capital Inc 0.05% No change 2,490 $88K
Beaird Harris Wealth Management, LLC 0.01% Add +0.4% 2,484 $88K
Cornerstone Planning Group LLC 0.01% Add +63.5% 2,470 $88K
KERR FINANCIAL PLANNING Corp 0.12% — 2,519 $88K
North Capital, Inc. 0.07% Add +2.2% 2,405 $85K
Versant Capital Management, Inc 0.01% No change 2,384 $85K
Rise Advisors, LLC 0.03% Reduce -12.1% 2,314 $82K
Bernard Wealth Management Corp. 0.03% No change 2,286 $81K
Mb, Levis & Associates, LLC 0.03% Reduce -25.8% 2,252 $80K
Gleason Group, Inc. 0.01% Add +0.4% 2,221 $79K
Trifecta Capital Advisors, LLC 0.01% Reduce -3.4% 2,217 $79K
Silvant Capital Management LLC 0.00% No change 2,199 $78K
Corsicana & Co. 0.04% — 2,148 $76K
GW&K Investment Management, LLC 0.00% Add +2.3% 2,099 $75K
Provenance Wealth Advisors, LLC 0.01% No change 2,096 $74K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 2,080 $74K
DHJJ Financial Advisors, Ltd. 0.02% No change 2,041 $72K
Salomon & Ludwin, LLC 0.01% Add +78.1% 2,004 $72K
E Fund Management (Hong Kong) Co., Ltd. 0.04% Add +170.6% 2,005 $71K
Covestor Ltd 0.04% Reduce -44.6% 1,988 $71K
Kelly Lawrence W & Associates Inc. 0.02% No change 1,950 $69K
WFA Asset Management Corp 0.04% Reduce -5.3% 2,001 $69K
Avion Wealth 0.01% Add +0.1% 1,959 $69K
Logan Capital Management Inc. 0.00% Add +0.1% 1,920 $68K
Sunbelt Securities, Inc. 0.00% New 1,900 $67K
Core Alternative Capital 0.02% No change 1,877 $67K
MV Capital Management, Inc. 0.01% Add +2.4% 1,875 $67K
Riverview Trust Co 0.08% No change 1,875 $67K
Acima Private Wealth, LLC 0.02% No change 1,800 $64K
SJS Investment Consulting Inc. 0.01% Add +1219.8% 1,795 $64K
Clayton Financial Group LLC 0.05% New 1,750 $62K
Fairscale Capital, LLC 0.04% No change 1,745 $62K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,740 $62K
Evelyn Partners Asset Management Ltd 0.01% Add +130.9% 1,732 $62K
Financial Perspectives, Inc 0.02% Add +0.3% 1,696 $60K
Nemes Rush Group LLC 0.01% Add +0.4% 1,630 $58K
Summit Securities Group LLC 0.02% New 1,608 $57K
Princeton Global Asset Management LLC 0.01% No change 1,600 $57K
Physician Wealth Advisors, Inc. 0.01% Reduce -14.9% 1,544 $55K
Caldwell Sutter Capital, Inc. 0.02% No change 1,541 $55K
Orion Capital Management LLC 0.02% No change 1,527 $54K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 1,500 $53K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.2% 1,467 $52K
Frazier Financial Advisors, LLC 0.03% Add +235.6% 1,376 $49K
Pinnacle Bancorp, Inc. 0.01% Add +121.5% 1,329 $47K
SBI Securities Co., Ltd. 0.00% Add +29.8% 1,256 $45K
True Wealth Design, LLC 0.01% Reduce -2.9% 1,246 $44K
Millstone Evans Group, LLC 0.03% Add +9.3% 1,239 $44K
Robinswood Financial LLC 0.01% No change 1,230 $44K
American National Bank & Trust 0.00% No change 1,201 $43K
Lavaca Capital LLC 0.01% No change 1,200 $43K
ORG Partners LLC 0.01% Add +13.8% 1,144 $41K
Rakuten Securities, Inc. 0.01% Add +56150.0% 1,125 $40K
Tortoise Investment Management, LLC 0.00% Add +1.1% 1,097 $39K
LMR Partners LLP 0.00% Reduce -41.0% 1,069 $38K
Nalls Sherbakoff Group, LLC 0.03% No change 1,050 $37K
Barrett & Company, Inc. 0.01% No change 1,046 $37K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.4% 1,038 $37K
Barnes Dennig Private Wealth Management LLC 0.04% No change 1,020 $36K
Burkett Financial Services, LLC 0.01% Add +0.4% 1,012 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.06% Reduce -12.5% 1,007 $36K
Financial Network Wealth Advisors LLC 0.04% Add +6.0% 996 $35K
Vermillion & White Wealth Management Group, LLC 0.02% No change 995 $35K
Activest Wealth Management 0.01% Add +9.4% 993 $35K
McIlrath & Eck, LLC 0.00% No change 989 $35K
Park Place Capital Corp 0.01% No change 984 $35K
Clark Wealth Partners 0.02% Add +40.6% 956 $35K
Pension & Wealth Management Advisors, Inc. 0.01% New 973 $35K
YANKCOM Partnership 0.02% No change 968 $34K
Caitong International Asset Management Co., Ltd 0.02% New 955 $34K
CNB Bank 0.01% Add +187.0% 947 $34K
Private Wealth Management Group, LLC 0.01% No change 941 $33K
Catalyst Capital Advisors LLC 0.00% Reduce -80.4% 939 $33K
Kennebec Savings Bank 0.03% No change 917 $33K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -88.5% 905 $32K
Accredited Wealth Management, LLC 0.02% Reduce -88.9% 100 $32K
Bellevue Asset Management, LLC 0.01% No change 900 $32K
Fourth Dimension Wealth, LLC 0.01% No change 900 $32K
FSA Wealth Management LLC 0.01% No change 884 $31K
Clean Yield Group 0.01% Reduce -14.6% 880 $31K
WFA of San Diego, LLC 0.02% No change 846 $30K
Itau Unibanco Holding S.A. 0.00% No change 844 $30K
Thompson Investment Management, Inc. 0.00% No change 825 $29K
Coston, McIsaac & Partners 0.01% Add +0.2% 833 $29K
Fortitude Family Office, LLC 0.01% Add +0.4% 805 $29K
Monetary Management Group Inc. 0.01% No change 800 $28K
Grey Fox Wealth Advisors, LLC 0.01% New 790 $28K
Painted Porch Advisors LLC 0.01% No change 781 $28K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -82.8% 750 $27K
Valley Wealth Managers, Inc. 0.00% No change 750 $27K
Sachetta, LLC 0.01% Reduce -7.1% 731 $26K
Pacific Center for Financial Services 0.01% No change 720 $26K
Center for Financial Planning, Inc. 0.00% No change 720 $26K
Aventus Investment Advisors, Inc. 0.02% No change 720 $26K
Rossby Financial, LCC 0.01% Reduce -16.2% 724 $25K
Midwest Capital Advisors, LLC 0.01% No change 712 $25K
FNY Investment Advisers, LLC 0.01% Add +437.3% 720 $25K
MPWM Advisory Solutions, LLC 0.01% New 700 $25K
Mascoma Wealth Management LLC 0.01% No change 681 $24K
Darwin Wealth Management, LLC 0.01% No change 672 $24K
JPL Wealth Management, LLC 0.01% New 650 $23K
Financial Connections Group, Inc. 0.01% Reduce -40.8% 659 $23K
Operose Advisors LLC 0.01% No change 606 $22K
Pin Oak Investment Advisors Inc. 0.02% No change 600 $21K
Compass Financial Services Inc 0.01% New 600 $21K
Peoples Financial Services Corp. 0.01% No change 600 $21K
Retirement Wealth Solutions LLC 0.01% Reduce -21.5% 598 $21K
Trust Co 0.00% No change 588 $21K
Alpine Bank Wealth Management 0.00% No change 581 $21K
Motco 0.00% Add +2695.0% 559 $20K
Strategic Wealth Partners, Ltd. 0.00% Add +909.1% 555 $20K
Rational Advisors, Inc. 0.00% Add +9.1% 550 $20K
2UniFi Bank 0.01% No change 546 $19K
TruNorth Capital Management, LLC 0.00% No change 543 $19K
Guerra Advisors Inc 0.01% New 542 $19K
Archer Investment Corp 0.00% No change 540 $19K
Atlantic Private Wealth, LLC 0.01% No change 500 $18K
Arcadia Investment Management Corp. 0.00% No change 495 $18K
New Age Alpha Advisors, LLC 0.00% No change 494 $18K
Highline Wealth Partners LLC 0.00% Add +43.6% 491 $17K
Raffa Wealth Management, LLC 0.00% Add +11.4% 488 $17K
Legacy Wealth Managment, LLC 0.01% No change 477 $17K
Noble Wealth Management PBC 0.01% — 450 $16K
Mma Asset Management LLC 0.01% New 435 $15K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +36.5% 426 $15K
NFSG Corp 0.00% No change 425 $15K
Signature Resources Capital Management, LLC 0.01% No change 411 $15K
Howard Hughes Medical Institute 0.01% Reduce -3.6% 401 $14K
AllSquare Wealth Management LLC 0.01% No change 400 $14K
WPG Advisers, LLC 0.01% No change 399 $14K
Westfuller Advisors, LLC 0.01% New 397 $14K
Lowe Wealth Advisors, LLC 0.01% No change 396 $14K
Creekmur Asset Management LLC 0.00% No change 388 $14K
Abound Wealth Management 0.00% Add +0.3% 374 $13K
Prestige Wealth Management Group LLC 0.00% No change 371 $13K
Essential Partners LLC 0.00% Add +14.1% 349 $12K
Quest 10 Wealth Builders, Inc. 0.01% Add +19.9% 349 $12K
Financial Avengers, Inc. 0.01% Add +0.3% 345 $12K
Creative Capital Management Investments LLC 0.00% No change 340 $12K
Cloud Capital Management, LLC 0.01% New 350 $12K
LFA - Lugano Financial Advisors SA 0.01% No change 333 $12K
Solstein Capital, LLC 0.01% Reduce -21.1% 333 $12K
ESL Trust Services, LLC 0.00% New 330 $12K
HighMark Wealth Management LLC 0.01% No change 326 $12K
Syntax Research, Inc. 0.01% No change 324 $12K
Addison Advisors LLC 0.00% Reduce -26.5% 319 $11K
N.E.W. Advisory Services LLC 0.00% No change 317 $11K
IFS Advisors, LLC 0.01% No change 315 $11K
Parvin Asset Management, LLC 0.01% Reduce -16.8% 312 $11K
CoreFirst Bank & Trust 0.01% No change 300 $11K
Kentucky Trust Co 0.01% No change 300 $11K
Tidemark, LLC 0.00% No change 282 $10K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -61.7% 298 $10K
Chesapeake Asset Management LLC 0.01% Add +0.4% 270 $10K
Wiser Advisor Group LLC 0.01% New 267 $9K
Strategic Advocates LLC 0.00% New 247 $9K
Silicon Valley Capital Partners 0.00% New 241 $9K
Meeder Asset Management Inc. 0.00% Reduce -6.0% 237 $8K
Bare Financial Services, Inc 0.00% Add +23.6% 236 $8K
Cape Investment Advisory, Inc. 0.01% Reduce -79.8% 232 $8K
Lummis Asset Management, LP 0.01% No change 229 $8K
Bell Investment Advisors, Inc 0.00% Add +0.9% 227 $8K
Boreal Capital Management LLC 0.01% No change 225 $8K
HFM Investment Advisors, LLC 0.00% Reduce -1.8% 220 $8K
Point72 Europe (London) LLP 0.00% Reduce -99.1% 208 $7K
TCTC Holdings, LLC 0.00% No change 200 $7K
Kilter Group LLC 0.00% Add +22.8% 199 $7K
Tsfg, LLC 0.00% Add +0.5% 207 $7K
Bogart Wealth, LLC 0.00% Add +51.6% 194 $7K
Halbert Hargrove Global Advisors, LLC 0.00% Add +52.0% 187 $7K
Prudent Man Investment Management, Inc. 0.00% No change 200 $6K
Financial Gravity Asset Management, Inc. 0.00% — 176 $6K
Aventura Private Wealth, LLC 0.00% Add +923.5% 174 $6K
Investment Research & Advisory Group, Inc. 0.00% Add +0.8% 125 $6K
Pineridge Advisors LLC 0.00% Reduce -39.2% 160 $6K
High Note Wealth, LLC 0.00% Add +12.8% 159 $6K
Hollencrest Capital Management 0.00% No change 156 $6K
Wolff Wiese Magana LLC 0.00% Reduce -49.0% 153 $5K
Luken Investment Analytics, LLC 0.00% No change 150 $5K
Marquette Asset Management, LLC 0.00% New 150 $5K
Binnacle Investments Inc 0.00% Add +48.5% 147 $5K
Valued Wealth Advisors LLC 0.00% Add +32.4% 147 $5K
Hughes Financial Services, LLC 0.00% Reduce -0.7% 146 $5K
Cedar Wealth Management, LLC 0.00% No change 144 $5K
Penserra Capital Management LLC 0.00% Reduce -3.6% 159 $5K
Ameriflex Group, Inc. 0.00% Reduce -78.8% 130 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +22.2% 121 $4K
Dogwood Wealth Management LLC 0.00% Reduce -53.3% 119 $4K
Principia Wealth Advisory, LLC 0.00% Add +14.3% 104 $4K
Rialto Wealth Management, LLC 0.00% Add +36.0% 102 $4K
S&T Bank 0.00% Reduce -76.4% 95 $3K
Aspect Partners, LLC 0.00% No change 94 $3K
North Ridge Wealth Advisors, Inc. 0.00% No change 90 $3K
TFC Financial Management, Inc. 0.00% No change 88 $3K
Aviso Financial Inc. 0.00% Reduce -99.5% 84 $3K
Crowley Wealth Management, Inc. 0.00% No change 77 $3K
Texas Capital Bancshares Inc 0.00% New 74 $3K
Winnacle Wealth LLC 0.00% New 67 $2K
Red Tortoise LLC 0.00% No change 61 $2K
Arlington Trust Co LLC 0.00% Reduce -16.7% 60 $2K
Quaker Wealth Management, LLC 0.00% Add +55.3% 59 $2K
PayPay Securities Corp 0.06% Reduce -28.6% 45 $2K
Seneschal Advisors, LLC 0.00% New 44 $2K
SWAN Capital LLC 0.00% Reduce -50.6% 42 $1K
American Capital Advisory, LLC 0.00% Add +115.8% 41 $1K
Wealth Watch Advisors, INC 0.00% New 40 $1K
Hurley Capital, LLC 0.00% New 30 $1K
Anfield Capital Management, LLC 0.00% New 19 $675
Stone House Investment Management, LLC 0.00% New 17 $604
Nvwm, LLC 0.00% No change 15 $533
Imprint Wealth LLC 0.00% — 9 $320
Plato Investment Management Ltd 0.00% No change 9 $317
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 8 $284
First Pacific Financial 0.00% New 6 $214
Y.D. More Investments Ltd 0.00% New 498 $54
Centerpoint Advisors, LLC 0.00% No change 14 $0

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