Dell Technologies -CDELL

13F holders, Q3 2024 (September 30)
1,231holders +14
211new positions
191sold out
9famous investors
$118.65avg. 13F price*

At the end of Q3 2024, 1,231 institutions reported holding Dell Technologies -C (DELL) in their 13F filings, up 14 from Q2 2024. 211 opened new positions and 191 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.7B) and State Street Corp. ($1.5B). 9 famous investors held it, including Philippe Laffont (0.3% of Coatue Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Dell Technologies -C
Sector
Technology
CUSIP
24703L202
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,023Q1 2024Q2 2024: 1,217Q2 2024Q3 2024: 1,231Q3 2024Q4 2024: 1,306Q4 2024Q1 2025: 1,273Q1 2025Q2 2025: 1,358Q2 2025Q3 2025: 1,444Q3 2025Q4 2025: 1,517Q4 2025Q1 2026: 1,646Q1 2026Q2 2026: 2,138Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions211$888.4M
Exits191$2.0B

All 13F filers, Q2 2024 → Q3 2024: 58,020,218 shares bought and 40,308,009 shares sold, net +17,712,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,231 holders

Vanguard Group Inc. 0.05% Add +43.9% 25,298,153 $3.0B
BlackRock, Inc. 0.06% — 22,791,091 $2.7B
State Street Corp. 0.06% Add +92.4% 12,767,011 $1.5B
Capital World Investors 0.23% Reduce -7.9% 12,388,678 $1.5B
FMR LLC 0.09% Reduce -17.5% 11,899,667 $1.4B
Morgan Stanley 0.09% Reduce -0.7% 10,402,576 $1.2B
Jane Street Group, LLC 1.32% Add +206.2% 6,913,859 $819.6M
Geode Capital Management, LLC 0.06% Add +71.8% 6,317,829 $746.6M
Bank of America Corp. 0.06% Add +6.7% 5,325,918 $631.3M
Boston Partners 0.72% Add +6.9% 5,122,884 $608.3M
JPMorgan Chase & Co. 0.04% Add +43.3% 4,441,909 $526.5M
Norges Bank 0.06% Add +1319.3% 3,665,766 $434.5M
LSV Asset Management 0.86% Reduce -3.1% 3,399,300 $403.0M
Northern Trust Corp. 0.06% Add +72.2% 2,856,775 $338.6M
Invesco Ltd. 0.05% Add +1.7% 2,392,384 $283.6M
DekaBank Deutsche Girozentrale 0.49% Reduce -1.6% 2,239,931 $265.0M
Goldman Sachs Group Inc. 0.05% Reduce -39.1% 2,209,301 $261.9M
Alkeon Capital Management LLC 1.39% Add +48.3% 2,146,777 $254.5M
Legal & General Group Plc 0.06% Add +67.6% 1,947,810 $230.9M
Barclays PLC 0.10% Add +713.3% 1,939,306 $229.9M
Citadel Advisors 0.24% Add +17.4% 1,878,125 $222.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -8.3% 1,867,790 $221.4M
UBS Group AG 0.06% Add +59.8% 1,850,607 $219.4M
Bank of New York Mellon Corp 0.04% Add +58.1% 1,791,922 $212.4M
Charles Schwab Investment Management Inc. 0.04% Add +1.8% 1,725,473 $204.5M
Nuveen Asset Management, LLC 0.05% Add +87.5% 1,506,951 $178.6M
Robeco Institutional Asset Management B.V. 0.35% Reduce -16.4% 1,494,848 $177.2M
First Trust Advisors LP 0.17% Add +58.0% 1,493,346 $177.0M
Bahl & Gaynor LLC 0.87% Add +1.1% 1,423,813 $168.8M
Voya Investment Management LLC 0.20% Reduce -68.7% 1,394,121 $165.3M
Nordea Investment Management AB 0.18% Add +32.8% 1,314,816 $155.7M
Janus Henderson Group PLC 0.07% Add +136.3% 1,162,053 $137.7M
Deutsche Bank AG 0.06% Add +6.3% 1,148,044 $136.1M
Jennison Associates LLC 0.08% Reduce -13.8% 1,129,133 $133.8M
Wells Fargo & Company 0.03% Add +41.0% 1,112,470 $131.9M
Franklin Resources Inc. 0.04% Add +5047.4% 1,021,971 $131.2M
National Bank of Canada 0.17% Add +26852.7% 1,066,248 $126.4M
AQR Capital Management 0.17% Reduce -15.9% 1,048,108 $124.2M
Royal Bank of Canada 0.03% Add +137.9% 1,034,051 $122.6M
Ghisallo Capital Management LLC 6.44% New 1,000,000 $118.5M
Amundi 0.04% Reduce -62.8% 964,350 $117.6M
Dimensional Fund Advisors LP 0.03% Add +16.4% 876,818 $104.0M
AustralianSuper Pty Ltd 0.49% Reduce -11.7% 836,170 $99.1M
Swiss National Bank 0.06% Add +7.3% 835,308 $99.0M
Wellington Management Group LLP 0.02% Reduce -15.8% 832,948 $98.7M
Alyeska Investment Group, L.P. 0.49% New 811,807 $96.2M
Coatue Management 0.34% Reduce -89.5% 767,896 $91.0M
HSBC Holdings PLC 0.05% Add +122.9% 724,241 $85.7M
Epoch Investment Partners, Inc. 0.38% Reduce -3.5% 708,556 $84.0M
Federated Hermes, Inc. 0.18% Add +94.0% 688,472 $81.6M
Neuberger Berman Group LLC 0.06% Reduce -33.3% 682,688 $80.9M
Susquehanna International Group, LLP 0.14% Reduce -36.9% 663,456 $78.6M
D. E. Shaw & Co. 0.11% Add +88.9% 646,196 $76.6M
BNP Paribas Financial Markets 0.08% Add +23.5% 646,166 $76.6M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +20.2% 645,994 $76.6M
Macquarie Group Ltd. 0.08% Add +672.5% 644,319 $76.4M
National Pension Service 0.07% Add +8.8% 620,406 $73.5M
CIBC Private Wealth Group LLC 0.13% Reduce -1.6% 613,613 $72.7M
Rhumbline Advisers 0.07% Add +69.5% 611,059 $72.4M
Fred Alger Management, LLC 0.35% Add +124.8% 605,332 $71.8M
Raymond James & Associates 0.04% Add +21.4% 586,858 $69.6M
T. Rowe Price Associates Inc. 0.01% Reduce -43.0% 551,790 $65.4M
Ceredex Value Advisors LLC 1.27% New 550,700 $65.3M
Bank of Montreal 0.03% Add +46.0% 538,376 $64.7M
Envestnet Asset Management Inc. 0.02% Add +18.5% 527,885 $62.6M
Canada Pension Plan Investment Board 0.06% Add +4165.3% 504,543 $59.8M
Storebrand Asset Management As 0.18% Reduce -14.6% 484,333 $57.4M
Ameriprise Financial Inc. 0.01% Reduce -27.9% 482,109 $57.1M
California Public Employees Retirement System 0.04% New 464,047 $55.0M
Allianz Asset Management GmbH 0.09% Add +24.0% 464,010 $55.0M
California State Teachers Retirement System 0.06% Add +5.9% 461,781 $54.7M
LPL Financial LLC 0.02% Add +29.1% 460,203 $54.6M
Principal Financial Group Inc. 0.03% Add +59.3% 459,333 $54.4M
Stifel Financial Corp. 0.06% Add +61.7% 449,558 $53.3M
Zurich Insurance Group Ltd 0.45% Add +497.0% 445,302 $52.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +96.7% 443,674 $52.6M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +6.7% 437,750 $51.9M
First Pacific Advisors, LP 0.73% No change 432,226 $51.2M
Silver Lake Group, L.L.C. 0.57% Add +19.7% 431,524 $51.0M
Andra AP-fonden 0.74% Add +61.2% 421,610 $50.0M
Primecap Management Co. 0.04% Reduce -1.6% 420,870 $49.9M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +297.8% 415,300 $49.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +158.5% 410,359 $48.6M
Todd Asset Management LLC 1.10% Add +13.1% 399,756 $47.4M
Oribel Capital Management, LP 5.01% Add +82.3% 387,100 $45.9M
Assenagon Asset Management S.A. 0.09% Reduce -0.6% 384,827 $45.6M
Alliancebernstein L.P. 0.01% Add +208.5% 353,434 $41.9M
Citigroup Inc. 0.04% Add +18.5% 349,623 $41.4M
Caisse de depot et placement du Quebec 0.08% Add +72.1% 344,600 $40.8M
New York State Common Retirement Fund 0.05% Add +18.6% 336,862 $39.9M
Grand Alliance Asset Management Ltd 26.04% Reduce -2.9% 330,000 $39.1M
Impax Asset Management Group plc 0.15% Add +56.3% 321,153 $38.1M
Walleye Trading LLC 0.90% Reduce -16.4% 317,522 $37.6M
Clearbridge Investments, LLC 0.03% Add +22.1% 312,870 $37.1M
Boothbay Fund Management, LLC 1.17% Add +584.1% 298,023 $35.3M
CANADA LIFE ASSURANCE Co 0.06% Reduce -3.3% 295,388 $35.1M
PEAK6 Investments LLC 1.71% Add +17.3% 288,039 $34.1M
STRS Ohio 0.13% Add +252.2% 285,988 $33.9M
J. Goldman & Co LP 1.46% New 284,563 $33.7M
Allspring Global Investments Holdings, LLC 0.05% Add +536.1% 276,830 $32.8M
Teachers Retirement System of the State of Kentucky 0.27% Add +14.3% 264,100 $31.3M
Twin Focus Capital Partners, LLC 4.93% Reduce -5.3% 263,900 $31.3M
Cibc World Market Inc. 0.07% Add +232.0% 256,452 $30.4M
Schonfeld Strategic Advisors LLC 0.24% Add +96.7% 254,215 $30.1M
Qube Research & Technologies Ltd 0.05% Reduce -75.1% 250,176 $29.7M
State Board of Administration of Florida Retirement System 0.06% Add +0.1% 246,645 $29.2M
New York State Teachers Retirement System 0.06% New 244,921 $29.0M
Korea Investment CORP 0.07% Reduce -18.3% 239,295 $28.4M
Dana Investment Advisors, Inc. 0.92% Add +2.7% 235,608 $27.9M
Group One Trading LLC 1.08% Add +134.0% 230,044 $27.3M
Liontrust Investment Partners LLP 0.38% No change 195,000 $26.9M
Victory Capital Management Inc. 0.03% Add +146.9% 223,963 $26.5M
FIL Ltd 0.02% Reduce -34.7% 222,544 $26.4M
Prudential Financial Inc. 0.04% Add +661.5% 225,546 $26.2M
Jasper Ridge Partners, L.P. 0.74% Add +0.6% 219,574 $26.0M
TD Asset Management Inc 0.02% Add +51.5% 215,499 $25.9M
JAT Capital Mgmt LP 4.30% Add +371.9% 212,007 $25.1M
Swedbank AB 0.03% Reduce -7.0% 210,403 $24.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.42% Add +30.9% 209,547 $24.8M
Cetera Investment Advisers 0.05% Add +13.7% 209,494 $24.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -80.1% 206,148 $24.4M
Seven Grand Managers, LLC 5.28% New 200,000 $23.7M
Rheos Capital Works Inc. 1.24% New 200,000 $23.7M
Nitorum Capital, L.P. 2.38% New 199,569 $23.7M
Cannell & Spears LLC 0.46% New 195,944 $23.2M
Sei Investments Co. 0.03% Add +114.9% 193,349 $22.9M
Wolverine Trading, LLC 0.59% Add +9.8% 187,102 $22.5M
Temasek Holdings (Private) Ltd 0.09% New 186,401 $22.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +37.4% 184,637 $21.9M
Gotham Asset Management 0.22% Add +78.6% 180,866 $21.4M
Pictet Asset Management Holding SA 0.02% Reduce -55.1% 179,775 $21.3M
State of Wisconsin Investment Board 0.05% Add +21.4% 177,686 $21.1M
Adage Capital Partners Gp, L.L.C. 0.04% New 176,200 $20.9M
Manufacturers Life Insurance Company, The 0.02% Add +674.1% 174,635 $20.7M
Schroder Investment Management Group 0.02% Add +158.5% 167,372 $20.1M
O'shaughnessy Asset Management, LLC 0.18% Reduce -1.5% 155,809 $20.0M
Clough Capital Partners L P 2.00% Add +779.8% 165,217 $19.6M
Millennium Management 0.02% Reduce -80.6% 161,971 $19.2M
Twin Tree Management, LP 0.44% Add +118.1% 161,168 $19.1M
HighTower Advisors, LLC 0.03% Add +51.8% 158,593 $18.8M
Blair William & Co. 0.06% Reduce -17.3% 157,976 $18.7M
Chevy Chase Trust Holdings, LLC 0.06% New 155,244 $18.4M
Toronto Dominion Bank 0.03% Add +493.2% 151,545 $18.0M
Zevenbergen Capital Investments LLC 0.37% No change 150,000 $17.8M
Tidal Investments LLC 0.19% Add +49.0% 147,383 $17.5M
Valley Wealth Managers, Inc. 1.28% Add +5.2% 146,190 $17.3M
Commonwealth Equity Services, LLC 0.03% Reduce -23.6% 144,992 $17.2M
Element Capital Management LLC 0.77% New 144,200 $17.1M
Treasurer of the State of North Carolina 0.07% Add +12.8% 144,095 $17.1M
Natixis Advisors, LLC 0.03% Add +7.3% 143,063 $17.0M
Lazard Asset Management LLC 0.02% Reduce -65.0% 140,235 $16.6M
BI Asset Management Fondsmaeglerselskab A/S 0.28% Add +39.2% 137,633 $16.3M
Simplex Trading, LLC 0.55% Add +28.5% 136,887 $16.2M
Prudential PLC 0.08% Add +83.7% 136,510 $16.2M
Walleye Capital LLC 0.19% Add +22.7% 135,356 $16.0M
Osaic Holdings, Inc. 0.04% Reduce -8.5% 134,828 $16.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +22.1% 133,186 $15.8M
McGowan Group Asset Management, Inc. 2.12% New 133,163 $15.8M
Raymond James Financial Services Advisors, Inc. 0.02% Add +4.8% 132,709 $15.7M
Clearline Capital LP 1.39% New 132,666 $15.7M
Rwa Wealth Partners, LLC 0.19% Add +1222.2% 131,520 $15.6M
Oaktop Capital Management Ii, L.P. 1.69% No change 130,619 $15.5M
Russell Investments Group, Ltd. 0.02% Reduce -43.6% 128,464 $15.2M
Asset Management One Co., Ltd. 0.05% Add +11.3% 126,216 $15.0M
Vontobel Holding Ltd. 0.05% Add +10.1% 123,696 $14.7M
Chicago Capital, LLC 0.40% Add +3.8% 121,466 $14.4M
CSM Advisors, LLC 0.93% Reduce -5.9% 120,182 $14.2M
Corient Private Wealth LP 0.02% Add +3.1% 117,616 $13.9M
Danske Bank A/S 0.05% Add +6.4% 117,531 $13.9M
Franklin Street Advisors Inc. 0.93% Add +1.4% 116,526 $13.8M
Rockefeller Capital Management L.P. 0.04% Add +8.2% 116,318 $13.8M
Achmea Investment Management B.V. 0.22% Reduce -32.3% 115,060 $13.6M
Investment House LLC 0.73% Add +189.4% 114,928 $13.6M
Baird Financial Group, Inc. 0.03% Add +401.8% 114,747 $13.6M
Federation des caisses Desjardins du Quebec 0.07% Add +43.1% 113,336 $13.4M
KBC Group NV 0.04% Reduce -31.0% 113,310 $13.4M
Acadian Asset Management LLC 0.04% Reduce -79.1% 112,533 $13.3M
Hennessy Advisors Inc. 0.43% Add +7.8% 112,300 $13.3M
Concentric Capital Strategies, LP 0.84% Add +39.3% 112,009 $13.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +56.5% 111,108 $13.2M
Man Group plc 0.04% Reduce -0.1% 109,055 $12.9M
State of Tennessee, Department of Treasury 0.04% New 107,113 $12.7M
Payden & Rygel 0.97% Add +15.5% 106,500 $12.6M
State of New Jersey Common Pension Fund D 0.05% Add +7.4% 105,140 $12.5M
Evergreen Capital Management LLC 0.42% Add +96.4% 104,551 $12.4M
Aberdeen Group plc 0.02% Add +1474.6% 104,630 $12.4M
Farmers & Merchants Investments Inc. 0.38% Reduce -1.9% 103,200 $12.2M
CastleKnight Management LP 1.46% Add +11.6% 101,150 $12.0M
Candriam S.C.A. 0.07% Add +66.0% 99,921 $11.8M
TB Alternative Assets Ltd. 2.80% New 99,422 $11.8M
APG Asset Management N.V. 0.08% Reduce -61.7% 109,394 $11.6M
Rafferty Asset Management, LLC 0.04% New 97,973 $11.6M
Beese Fulmer Investment Management, Inc. 1.00% Add +3.0% 97,881 $11.6M
Janney Montgomery Scott LLC 0.03% Add +24.6% 97,360 $11.5M
GTS Securities LLC 0.23% Reduce -43.2% 97,023 $11.5M
Creative Planning 0.01% Add +16.8% 98,961 $11.4M
Williams Jones Wealth Management, LLC. 0.13% Reduce -17.2% 93,518 $11.1M
Twinbeech Capital LP 0.21% New 93,424 $11.1M
State of Michigan Retirement System 0.05% Add +462.3% 92,658 $11.0M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.4% 92,100 $10.9M
Handelsbanken Fonder AB 0.04% Reduce -16.1% 91,553 $10.9M
Forsta Ap-Fonden 0.08% Add +38.8% 87,300 $10.3M
Eventide Asset Management, LLC 0.18% New 87,041 $10.3M
Resona Asset Management Co.,Ltd. 0.06% Add +7.9% 85,582 $10.2M
ACR Alpine Capital Research, LLC 0.30% Add +6.7% 85,380 $10.1M
Royal London Asset Management Ltd. 0.02% New 84,734 $10.0M
Nomura Asset Management Co. Ltd. 0.03% Reduce -44.7% 83,209 $9.9M
Teacher Retirement System of Texas 0.05% Reduce -48.4% 82,808 $9.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Reduce -28.0% 82,161 $9.7M
Credit Agricole S A 0.05% Add +14.3% 81,488 $9.7M
BDF-Gestion 1.03% No change 16,539 $9.6M
Hudson Bay Capital Management LP 0.08% New 80,803 $9.6M
Arizona State Retirement System 0.06% Add +5.9% 80,689 $9.6M
Kessler Investment Group, LLC 4.90% Add +97.3% 80,418 $9.5M
Brown Advisory Inc. 0.01% Add +13.0% 78,753 $9.3M
Steamboat Capital Partners, LLC 2.94% Reduce -2.0% 78,380 $9.3M
Sheaff Brock Investment Advisors, LLC 0.81% Add +968.0% 77,503 $9.2M
MetLife Investment Management, LLC 0.05% Add +1123.0% 76,476 $9.1M
Mariner, LLC 0.02% Reduce -3.9% 75,622 $9.0M
DNB Asset Management AS 0.04% Reduce -37.0% 75,395 $8.9M
JBF Capital, Inc. 1.33% Add +127.3% 75,000 $8.9M
Truist Financial Corp. 0.01% Reduce -22.2% 74,488 $8.8M
Lighthouse Investment Partners, LLC 0.47% Add +188.6% 72,690 $8.6M
United Capital Management of KS, Inc. 1.86% Reduce -9.1% 72,226 $8.6M
Erste Asset Management GmbH 0.10% Add +11.1% 70,983 $8.6M
AE Wealth Management LLC 0.08% Add +130.0% 71,894 $8.5M
Parallax Volatility Advisers, L.P. 0.26% Add +50.8% 71,719 $8.5M
Eagle Asset Management Inc. 0.04% Reduce -76.0% 62,426 $8.4M
Corebridge Financial, Inc. 0.04% New 70,274 $8.3M
Ilmarinen Mutual Pension Insurance Co 0.09% New 70,000 $8.3M
Artemis Investment Management LLP 0.12% Reduce -30.5% 67,085 $8.0M
Mackenzie Financial Corp. 0.01% Reduce -22.7% 65,459 $7.8M
SG Americas Securities, LLC 0.03% Add +15.1% 65,356 $7.7M
Comerica Bank 0.03% Add +123.2% 64,514 $7.6M
Robeco Schweiz AG 0.14% Add +31.1% 63,700 $7.6M
Mercer Global Advisors Inc. 0.02% Add +23.8% 65,719 $7.5M
Squarepoint Ops LLC 0.02% Add +11.3% 63,096 $7.5M
Retirement Systems of Alabama 0.03% New 62,718 $7.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% New 62,623 $7.4M
Private Advisor Group, LLC 0.04% Add +110.6% 61,069 $7.2M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +4.8% 61,255 $7.2M
IFM Investors Pty Ltd 0.07% Add +2.5% 60,757 $7.2M
Gateway Investment Advisers LLC 0.08% Add +21.3% 59,801 $7.1M
HUB Investment Partners, LLC 0.31% Add +16.5% 58,924 $7.0M
Czech National Bank 0.07% New 58,601 $6.9M
Campbell Capital Management Inc. 2.74% Add +7.8% 58,402 $6.9M
UniSuper Management Pty Ltd 0.05% Add +667.3% 58,000 $6.9M
Bayesian Capital Management, LP 0.81% New 57,979 $6.9M
Carnegie Investment Counsel 0.20% Add +1556.2% 57,753 $6.8M
Shorepath Capital Management LLC 4.96% Add +16.3% 57,176 $6.8M
Amalgamated Bank 0.05% Add +299.4% 56,211 $6.7M
Kestra Advisory Services, LLC 0.04% Add +5.0% 55,943 $6.6M
Jupiter Asset Management Ltd. 0.06% Reduce -40.5% 55,230 $6.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -36.5% 55,195 $6.5M
Foster & Motley Inc. 0.41% Add +15.8% 54,914 $6.5M
Signet Financial Management, LLC 0.81% Add +29.8% 53,286 $6.3M
Laffer Tengler Investments, Inc. 1.53% Add +147.0% 52,806 $6.3M
Wealthfront Advisers LLC 0.02% Reduce -3.0% 52,539 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +65.9% 52,400 $6.2M
ProShare Advisors LLC 0.02% New 51,861 $6.1M
Quantinno Capital Management LP 0.08% Add +10.2% 51,746 $6.1M
Honeycomb Asset Management LP 2.34% Reduce -51.0% 50,000 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +38.5% 49,296 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +59.1% 49,973 $5.9M
Monte Financial Group, LLC 2.45% Add +16.8% 49,842 $5.9M
Beacon Pointe Advisors, LLC 0.07% Add +22.1% 49,791 $5.9M
PNC Financial Services Group, Inc. 0.00% Add +29.5% 49,071 $5.8M
Mark Asset Management LP 0.72% Reduce -1.8% 48,873 $5.8M
Nwam LLC 0.35% Reduce -2.3% 48,829 $5.8M
Woodmont Investment Counsel LLC 0.43% New 48,756 $5.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.16% Reduce -18.1% 48,192 $5.7M
Greenwood Capital Associates LLC 0.74% Reduce -9.9% 47,866 $5.7M
Maytus Capital Management, LLC 1.96% Add +23.7% 47,000 $5.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -6.7% 46,956 $5.6M
NorthCrest Asset Manangement, LLC 0.17% Add +0.9% 46,893 $5.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% — 46,156 $5.5M
Scotia Capital Inc. 0.03% Add +136.2% 46,072 $5.5M
Integrated Advisors Network LLC 0.26% Add +54.7% 45,126 $5.3M
Utah Retirement Systems 0.06% Add +164.7% 45,037 $5.3M
Benson Investment Management Company, Inc. 2.09% New 44,525 $5.3M
Cresset Asset Management, LLC 0.02% Reduce -9.2% 44,447 $5.3M
LGT Group Foundation 0.09% Add +4.1% 46,322 $5.3M
Trajan Wealth LLC 0.31% Reduce -7.1% 44,319 $5.3M
Simmons Bank 0.38% New 43,961 $5.2M
Texas Yale Capital Corp. 0.22% No change 42,941 $5.1M
New York Life Investment Management LLC 0.05% Add +823.6% 42,854 $5.1M
Bank of Nova Scotia 0.01% Add +232.8% 42,732 $5.1M
Cerity Partners LLC 0.01% Add +159.2% 42,476 $5.0M
CIBC Asset Management Inc 0.02% Add +371.8% 42,398 $5.0M
Xponance LLC 0.05% Add +69.5% 42,378 $5.0M
BSN CAPITAL PARTNERS Ltd 0.97% New 39,730 $5.0M
Edmond DE Rothschild Holding S.A. 0.08% Add +76.5% 41,926 $5.0M
GLOBALT Investments LLC / GA 0.18% New 41,650 $4.9M
Kendall Capital Management 1.50% Add +12.6% 41,120 $4.9M
Varma Mutual Pension Insurance Co 0.04% Reduce -37.5% 39,304 $4.9M
Gerber Kawasaki Wealth & Investment Management 0.22% Reduce -38.8% 40,442 $4.8M
Atria Investments, Inc 0.06% Add +10.8% 40,436 $4.8M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -1.3% 40,382 $4.8M
Meyer Handelman Co. 0.16% Add +34.5% 40,218 $4.8M
M&T Bank Corp 0.02% Add +32.4% 39,383 $4.7M
NewEdge Advisors, LLC 0.03% Add +10.4% 38,825 $4.6M
Cibc World Markets Corp. 0.03% Add +173.2% 38,723 $4.6M
Natixis 0.03% Add +114.1% 38,424 $4.6M
Westwood Holdings Group Inc. 0.04% Add +20.4% 38,267 $4.5M
Capital International Sarl 0.12% Reduce -17.9% 38,224 $4.5M
Crestline Management, L.P. 0.26% Add +91.0% 38,197 $4.5M
Public Employees Retirement Association of Colorado 0.02% Add +1.9% 37,744 $4.5M
Royal Fund Management, LLC 0.31% Add +10.4% 37,423 $4.4M
Horizon Investment Services, LLC 1.88% Add +5.1% 37,190 $4.4M
Daiwa Securities Group Inc. 0.02% Add +85.3% 35,675 $4.2M
Oppenheimer Asset Management Inc. 0.05% Add +5.5% 35,648 $4.2M
Mutual of America Capital Management LLC 0.04% Add +910.1% 35,375 $4.2M
Maxi Investments CY Ltd 1.12% Reduce -62.0% 35,300 $4.2M
Nomura Holdings Inc. 0.03% Reduce -55.5% 35,212 $4.2M
Advanced Portfolio Management, LLC 4.27% Add +34.6% 35,000 $4.1M
Alight Capital Management LP 1.50% Add +250.0% 35,000 $4.1M
Fortem Financial Group, LLC 1.68% Add +3.4% 34,811 $4.1M
Nissay Asset Management Corp. /Japan 0.03% Add +9.6% 34,576 $4.1M
Sequoia Financial Advisors, LLC 0.04% Add +101.3% 34,144 $4.0M
Robbins Farley 2.03% Add +121.8% 34,032 $4.0M
Maverick Capital 0.08% Add +116.2% 33,966 $4.0M
Yousif Capital Management, LLC 0.04% Add +1094.9% 33,637 $4.0M
MML Investors Services, LLC 0.01% Add +72.2% 33,518 $4.0M
Davidson Kempner Capital Management LP 0.14% Reduce -16.5% 33,400 $4.0M
State of Alaska, Department of Revenue 0.04% New 33,405 $4.0M
Sterling Capital Management LLC 0.05% — 32,728 $3.9M
Dodge & Cox 0.00% Reduce -15.2% 32,560 $3.9M
Advisors Asset Management, Inc. 0.07% Add +7.3% 32,554 $3.9M
Susquehanna International Group Ltd. 0.82% New 32,507 $3.9M
Thompson Siegel & Walmsley LLC 0.06% Add +3.6% 32,440 $3.8M
Wedbush Securities Inc. 0.14% Add +13.6% 32,306 $3.8M
Pathstone Holdings, LLC 0.02% Add +3.7% 32,078 $3.8M
Citizens Business Bank 0.76% Add +326.7% 31,644 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +37.6% 31,542 $3.7M
Farmers Trust Co. 0.70% Add +121.6% 31,456 $3.7M
Fiduciary Trust Co 0.05% Add +257.8% 31,148 $3.7M
Marks Group Wealth Management, Inc 0.35% Reduce -60.7% 30,937 $3.7M
L & S Advisors Inc 0.43% Add +9.8% 30,859 $3.7M
Leonteq Securities AG 0.42% Add +51.4% 30,326 $3.6M
Stamos Capital Partners, L.P. 0.84% Add +161.7% 30,200 $3.6M
Left Brain Wealth Management, LLC 1.67% New 30,197 $3.6M
Ritholtz Wealth Management 0.11% Reduce -2.0% 30,135 $3.6M
Transform Wealth, LLC 0.24% Reduce -3.8% 30,127 $3.6M
Highlander Partners, L.P. 2.10% New 30,000 $3.6M
Avalon Global Asset Management LLC 1.10% New 30,000 $3.6M
Canal Insurance CO 0.84% Add +100.0% 30,000 $3.6M
J. Safra Sarasin Holding AG 0.06% Reduce -3.0% 29,911 $3.5M
Private Advisory Group LLC 0.44% Add +296.3% 29,736 $3.5M
US Bancorp \de 0.00% Add +11.7% 29,730 $3.5M
Wesbanco Bank Inc. 0.12% Add +38.2% 29,181 $3.5M
GYL Financial Synergies, LLC 0.26% Reduce -0.3% 29,071 $3.4M
Westpac Banking Corp. 0.23% Reduce -2.5% 28,888 $3.4M
OMERS ADMINISTRATION Corp 0.03% Add +19.6% 28,647 $3.4M
Sit Investment Associates Inc. 0.08% Reduce -44.5% 28,600 $3.4M
MBB Public Markets I LLC 0.29% Add +52.7% 28,396 $3.4M
Banque Cantonale Vaudoise 0.14% Reduce -11.4% 28,337 $3.4M
SpiderRock Advisors, LLC 0.07% Add +50.7% 28,257 $3.3M
Guild Investment Management, Inc. 3.66% New 28,060 $3.3M
Capital International Ltd. 0.14% Reduce -26.7% 27,780 $3.3M
Savant Capital, LLC 0.03% Add +189.8% 27,512 $3.3M
Front Row Advisors LLC 1.16% Add +6884.9% 27,311 $3.2M
Captrust Financial Advisors 0.01% Add +23.4% 27,309 $3.2M
Bulltick Wealth Management, LLC 0.80% New 27,060 $3.2M
QRG Capital Management, Inc. 0.03% Add +5.8% 27,025 $3.2M
Fifth Third Bancorp 0.01% Reduce -8.6% 26,993 $3.2M
Occidental Asset Management, LLC 0.52% New 26,943 $3.2M
L2 Asset Management, LLC 0.87% Add +37.7% 26,942 $3.2M
Empowered Funds, LLC 0.05% Add +268.3% 26,918 $3.2M
Swiss Life Asset Management Ltd 0.04% Reduce -2.7% 26,542 $3.1M
Ethic Inc. 0.08% Reduce -12.4% 27,397 $3.1M
Hohimer Wealth Management, LLC 0.65% Add +0.3% 25,377 $3.0M
Geneos Wealth Management Inc. 0.11% Add +7.2% 25,180 $3.0M
New Age Alpha Advisors, LLC 1.82% Add +25.0% 25,000 $3.0M
RBF Capital, LLC 0.15% Add +66.7% 25,000 $3.0M
Northwest & Ethical Investments L.P. 0.08% Add +23.0% 24,961 $3.0M
Elo Mutual Pension Insurance Co 0.06% Add +3.0% 24,842 $2.9M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -41.4% 24,802 $2.9M
American Century Companies Inc. 0.00% Reduce -23.0% 24,644 $2.9M
Oregon Public Employees Retirement Fund 0.05% New 24,600 $2.9M
Kingswood Wealth Advisors, LLC 0.21% Add +40.1% 24,266 $2.9M
Harvey Capital Management Inc. 0.71% New 24,025 $2.8M
Deltec Asset Management LLC 0.56% New 23,834 $2.8M
Balyasny Asset Management L.P. 0.01% Add +7.8% 23,391 $2.8M
Lake Street Advisors Group, LLC 0.13% Reduce -48.1% 23,233 $2.8M
&partners 0.05% Add +99.4% 23,144 $2.7M
Caprock Group, LLC 0.10% Reduce -0.3% 23,120 $2.7M
Pitcairn Co. 0.16% Reduce -14.7% 23,092 $2.7M
Little House Capital LLC 0.78% Add +24.3% 23,078 $2.7M
Comprehensive Financial Management LLC 0.08% No change 23,071 $2.7M
Shorepoint Capital Partners LLC 0.62% Add +15.9% 23,051 $2.7M
AlpInvest Partners B.V. 1.60% No change 22,753 $2.7M
Garner Asset Management Corp 0.91% Reduce -0.0% 22,507 $2.7M
U.S. Capital Wealth Advisors, LLC 0.09% Add +45.3% 22,398 $2.7M
Advisory Services Network, LLC 0.05% No change 19,203 $2.6M
Holderness Investments Co. 0.58% Add +20.4% 22,289 $2.6M
Cwm, LLC 0.01% Reduce -17.7% 22,017 $2.6M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -9.4% 22,078 $2.6M
Gabelli Funds LLC 0.02% Add +1.6% 21,750 $2.6M
Sunbelt Securities, Inc. 0.25% Add +16925.2% 21,622 $2.6M
Gulf International Bank (UK) Ltd 0.07% Add +1.5% 21,610 $2.6M
Hunting Hill Global Capital, LLC 3.58% No change 21,535 $2.6M
Massachusetts Financial Services Co. 0.00% Reduce -66.1% 21,438 $2.5M
Pacer Advisors, Inc. 0.01% New 21,372 $2.5M
Commerce Bank 0.02% Reduce -3.6% 21,364 $2.5M
Morse Asset Management, Inc 0.55% Add +180.1% 21,223 $2.5M
Formidable Asset Management, LLC 0.40% Add +35.1% 21,155 $2.5M
Ogorek Anthony Joseph /NY/ 0.85% Add +4.8% 20,966 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +6.3% 20,685 $2.5M
International Assets Investment Management, LLC 0.20% Add +64.3% 20,480 $2.4M
Capital Analysts, LLC 0.10% Add +1040.7% 20,385 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +182.7% 20,331 $2.4M
Stratos Wealth Partners, LTD. 0.04% Add +39.9% 20,293 $2.4M
APG Asset Management US Inc. 0.02% Reduce -91.8% 21,233 $2.4M
Nvwm, LLC 0.61% Add +2.7% 20,171 $2.4M
ClariVest Asset Management LLC 0.24% No change 17,300 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +9.6% 20,051 $2.4M
Kentucky Retirement Systems 0.07% New 20,041 $2.4M
Vestcor Inc 0.07% Reduce -43.0% 19,921 $2.4M
Guggenheim Capital LLC 0.02% Reduce -22.0% 19,903 $2.4M
Berkshire Asset Management LLC 0.12% No change 16,882 $2.3M
Engineers Gate Manager LP 0.05% Add +11.7% 19,576 $2.3M
Hudson Canyon Capital Management 1.49% New 19,450 $2.3M
Great Lakes Retirement, Inc. 0.29% Add +37.7% 19,178 $2.3M
KMG Fiduciary Partners, LLC 0.20% New 19,168 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Add +11.3% 19,166 $2.3M
Portolan Capital Management, LLC 0.16% Reduce -79.1% 18,815 $2.2M
HB Wealth Management, LLC 0.02% Add +17.9% 18,760 $2.2M
Mizuho Securities USA LLC 0.05% New 18,654 $2.2M
Focus Partners Wealth 0.01% Reduce -39.9% 18,463 $2.2M
LMR Partners LLP 0.06% New 18,459 $2.2M
Intech Investment Management LLC 0.02% Reduce -64.6% 18,458 $2.2M
Slagle Financial, LLC 0.96% Add +17.4% 18,315 $2.2M
Vinva Investment Management Ltd 0.09% Add +31.9% 18,015 $2.2M
Hartford Investment Management Co. 0.07% New 18,129 $2.1M
Princeton Capital Management LLC 0.68% New 18,099 $2.1M
Advisors Management Group Inc. 0.51% New 18,071 $2.1M
Flputnam Investment Management Co. 0.04% Reduce -58.1% 18,840 $2.1M
Mengis Capital Management, Inc. 0.42% New 17,885 $2.1M
Institute for Wealth Management, LLC. 0.26% Add +0.3% 17,595 $2.1M
Atlas Capital Advisors Inc. 0.32% Reduce -14.4% 17,460 $2.1M
CenterBook Partners LP 0.13% Reduce -40.3% 17,301 $2.1M
Polymer Capital Management (HK) LTD 0.47% Reduce -64.5% 17,300 $2.1M
HAP Trading, LLC 1.04% Add +28.5% 17,230 $2.0M
TD Waterhouse Canada Inc. 0.02% Reduce -40.7% 18,012 $2.0M
Abn Amro Investment Solutions 0.03% Add +46.9% 16,839 $2.0M
Prospera Financial Services Inc 0.05% Add +394.7% 16,745 $2.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -71.2% 16,706 $2.0M
Entropy Technologies, LP 0.21% Reduce -32.4% 16,707 $2.0M
Prio Wealth Limited Partnership 0.06% No change 16,700 $2.0M
National Philanthropic Trust 0.04% Add +0.0% 16,656 $2.0M
Affinity Investment Advisors, LLC 1.34% Add +21.1% 16,525 $2.0M
Rakuten Investment Management, Inc. 0.01% Add +347.8% 16,186 $1.9M
Allianz SE 0.05% Reduce -12.9% 16,404 $1.9M
Watts Gwilliam & Co., LLC 0.42% — 15,930 $1.9M
Louisiana State Employees Retirement System 0.04% New 16,200 $1.9M
Aspire Private Capital, LLC 0.46% Add +3.5% 16,160 $1.9M
Independent Solutions Wealth Management, LLC 0.43% Add +3.5% 16,109 $1.9M
Prelude Capital Management, LLC 0.15% New 16,083 $1.9M
Evercore Wealth Management, LLC 0.03% Add +1.3% 16,001 $1.9M
JT Stratford LLC 0.33% New 15,989 $1.9M
Penserra Capital Management LLC 0.04% Reduce -85.4% 15,990 $1.9M
Altman Advisors, Inc. 0.84% New 15,976 $1.9M
Securian Asset Management, Inc. 0.05% New 15,910 $1.9M
Citizens National Bank Trust Department 0.40% Add +43.0% 15,841 $1.9M
Bridgewater Advisors Inc. 0.20% New 15,424 $1.9M
Maryland State Retirement & Pension System 0.04% Reduce -18.8% 15,672 $1.9M
J.W. Cole Advisors, Inc. 0.08% Add +395.8% 15,671 $1.9M
Kercheville Advisors, LLC 0.78% New 15,652 $1.9M
Vest Financial, LLC 0.04% Add +71.1% 15,476 $1.8M
Capital International, Inc. 0.02% Reduce -47.1% 15,204 $1.8M
NorthCoast Asset Management LLC 0.01% Reduce -5.3% 17,292 $1.8M
Metis Global Partners, LLC 0.06% Add +78.5% 15,175 $1.8M
MRP Capital Investments, LLC 1.70% Add +6.9% 15,100 $1.8M
Ashford Capital Management Inc. 0.22% Add +478.7% 15,030 $1.8M
Fulton Bank, N.A. 0.07% Add +22.6% 15,000 $1.8M
HCR Wealth Advisors 0.23% Add +23.5% 14,922 $1.8M
Parker Investment Management, LLC 0.28% Add +10.1% 14,776 $1.8M
Sawgrass Asset Management LLC 0.18% Reduce -1.1% 14,736 $1.7M
Hussman Strategic Advisors, Inc. 0.43% Add +40.0% 14,700 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -72.2% 14,595 $1.7M
Foresight Capital Management Advisors, Inc. 1.03% Reduce -40.9% 14,560 $1.7M
Milestones Administradora de Recursos Ltda. 0.68% Add +620.0% 14,400 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +4.1% 14,387 $1.7M
Frank, Rimerman Advisors LLC 0.12% Add +27.8% 14,319 $1.7M
Udine Wealth Management, Inc. 1.20% Add +5.2% 14,318 $1.7M
Lineweaver Wealth Advisors, LLC 0.32% Add +0.3% 14,312 $1.7M
Bessemer Group Inc. 0.00% Add +2.8% 14,277 $1.7M
Kestra Investment Management, LLC 0.07% Add +232.6% 14,270 $1.7M
Mirador Capital Partners LP 0.30% Add +5.4% 14,103 $1.7M
Ieq Capital, LLC 0.02% Add +54.2% 14,022 $1.7M
Thrivent Financial for Lutherans 0.00% Add +529.6% 14,008 $1.7M
New Mexico Educational Retirement Board 0.06% New 14,000 $1.7M
IPG Investment Advisors LLC 0.36% Add +178.0% 13,900 $1.6M
CSS LLC 0.30% Add +11.2% 13,900 $1.6M
NewEdge Wealth, LLC 0.03% Add +29.8% 13,863 $1.6M
Plato Investment Management Ltd 0.13% Reduce -20.2% 13,704 $1.6M
First Hawaiian Bank 0.05% Add +25.9% 13,687 $1.6M
FCG Investment Co 1.06% Add +34.9% 13,602 $1.6M
Public Sector Pension Investment Board 0.01% New 13,352 $1.6M
Freedom Together Foundation 0.17% Reduce -60.3% 13,187 $1.6M
Atria Wealth Solutions, Inc. 0.02% Add +31.8% 13,165 $1.6M
Arkadios Wealth Advisors 0.09% Add +461.4% 13,121 $1.6M
Banco BTG Pactual S.A. 0.40% Add +2.9% 12,940 $1.5M
Lanark Financial, Inc. 0.13% Add +53.4% 12,709 $1.5M
Composition Wealth, LLC 0.03% Add +0.1% 12,666 $1.5M
Argyle Capital Management, LLC 0.60% Add +19.3% 12,660 $1.5M
Humankind Investments LLC 0.54% Add +39.8% 12,606 $1.5M
Beck Bode, LLC 0.28% Reduce -4.6% 12,443 $1.5M
Vectors Research Management, LLC 0.44% Add +669.2% 12,461 $1.5M
Strategic Investment Advisors / MI 0.16% Reduce -2.0% 12,345 $1.5M
Nebula Research & Development LLC 0.17% New 12,292 $1.5M
Salem Investment Counselors Inc. 0.04% Add +2132.0% 12,276 $1.5M
Clarity Capital Partners LLC 0.86% Add +87.5% 12,254 $1.5M
Icon Wealth Advisors, LLC 0.12% Reduce -0.9% 12,174 $1.4M
Intrepid Financial Planning Group LLC 0.61% Add +0.7% 12,002 $1.4M
Milestone Asset Management, LLC 0.32% Add +41.7% 11,968 $1.4M
BSW Wealth Partners 0.21% Add +1.8% 11,894 $1.4M
Delphi Management Inc. 1.28% New 11,861 $1.4M
M&G PLC 0.01% Reduce -7.4% 11,797 $1.4M
Marex Group Ltd 0.03% Add +4.9% 11,691 $1.4M
Parsons Capital Management Inc. 0.09% Add +9.5% 11,638 $1.4M
Daiichi Life Insurance Co., Ltd. 0.03% No change 11,532 $1.4M
Courier Capital LLC 0.09% Add +267.2% 11,501 $1.4M
Panagora Asset Management Inc. 0.01% Add +10.7% 11,387 $1.3M
iA Global Asset Management Inc. 0.02% Add +84.7% 11,345 $1.3M
Empire Financial Management Company, LLC 0.41% Add +197.4% 11,300 $1.3M
Raymond James Trust N.A. 0.03% Add +13.6% 11,242 $1.3M
Tower Research Capital LLC (TRC) 0.04% Add +11721.0% 11,230 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +16.5% 11,192 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 11,123 $1.3M
G&S Capital LLC 0.55% Reduce -39.2% 11,119 $1.3M
Viawealth, LLC 0.76% Add +301.0% 11,051 $1.3M
Thoroughbred Financial Services, LLC 0.08% Reduce -59.0% 10,890 $1.3M
PFG Investments, LLC 0.08% Add +107.5% 10,833 $1.3M
J.P. Marvel Investment Advisors, LLC 0.21% Reduce -0.7% 10,816 $1.3M
Jackson Square Capital, LLC 0.32% Reduce -67.2% 10,814 $1.3M
Empower Advisory Group, LLC 0.00% Add +35.2% 10,564 $1.3M
Ballentine Partners, LLC 0.02% Add +6.6% 10,526 $1.2M
ARS Investment Partners, LLC 0.11% New 10,495 $1.2M
Aviva PLC 0.00% Reduce -46.4% 10,467 $1.2M
Alamar Capital Management, LLC 0.68% Add +0.9% 10,405 $1.2M
Norinchukin Bank, The 0.03% New 10,375 $1.2M
Fagan Associates, Inc. 0.21% New 10,345 $1.2M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 10,333 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -47.3% 10,333 $1.2M
Stephens Inc. 0.02% Add +89.4% 10,286 $1.2M
Trust Asset Management LLC 0.10% Add +389.4% 10,277 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.08% New 10,267 $1.2M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -0.3% 10,245 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.12% New 10,231 $1.2M
AXA S.A. 0.00% Add +463.5% 10,177 $1.2M
Vident Advisory, LLC 0.03% Reduce -9.5% 10,138 $1.2M
Defender Capital, LLC. 0.40% Add +187.4% 10,108 $1.2M
Beaumont Financial Advisors, LLC 0.09% Add +0.3% 10,103 $1.2M
Dymon Asia Capital (singapore) Pte. LTD. 1.45% New 10,081 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +368.2% 10,075 $1.2M
USS Investment Management Ltd 0.01% No change 10,000 $1.2M
Mork Capital Management, LLC 0.85% No change 10,000 $1.2M
Verition Fund Management LLC 0.01% Reduce -89.0% 9,976 $1.2M
Whittier Trust Co. 0.02% Add +8.6% 9,946 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +22.0% 9,880 $1.2M
Tudor Investment Corporation 0.01% Reduce -94.7% 9,847 $1.2M
SeaCrest Wealth Management, LLC 0.13% Reduce -7.9% 9,820 $1.2M
Fiduciary Family Office, LLC 0.38% Reduce -5.3% 9,644 $1.1M
Somerset Group LLC 1.05% Reduce -4.2% 9,584 $1.1M
Bleakley Financial Group, LLC 0.03% Reduce -5.7% 9,575 $1.1M
Alps Advisors Inc. 0.01% Add +52.6% 9,550 $1.1M
Snowden Capital Advisors LLC 0.03% Add +6.3% 9,517 $1.1M
Highland Capital Management, LLC 0.06% Add +112.3% 9,456 $1.1M
Lindenwold Advisors, INC 0.56% Add +1.6% 9,374 $1.1M
Investment Management Corp of Ontario 0.02% Reduce -32.4% 9,339 $1.1M
Greenleaf Trust 0.01% Add +2.7% 9,220 $1.1M
NCP Inc. 0.62% No change 9,200 $1.1M
Mgo One Seven LLC 0.05% Add +158.2% 9,187 $1.1M
Seed Wealth Management, Inc. 0.87% No change 9,175 $1.1M
Tennessee Valley Asset Management Partners 0.18% Add +444.0% 9,166 $1.1M
Inceptionr LLC 0.27% New 9,159 $1.1M
Pallas Capital Advisors LLC 0.05% New 8,994 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% New 9,117 $1.1M
Lombard Odier Asset Management (USA) Corp 0.47% Add +406.3% 9,113 $1.1M
TKG Advisors, LLC 0.53% Add +37.0% 9,100 $1.1M
North Star Investment Management Corp. 0.07% Add +156.3% 9,032 $1.1M
Cladis Investment Advisory, LLC 0.74% New 9,032 $1.1M
Easterly Investment Partners LLC 0.09% New 9,000 $1.1M
HighPoint Advisor Group LLC 0.06% Add +11.9% 8,151 $1.1M
Tradewinds, LLC. 0.33% Add +413.3% 8,910 $1.1M
Lido Advisors, LLC 0.01% Add +3.3% 8,860 $1.1M
XTX Topco Ltd 0.08% Add +67.5% 8,851 $1.0M
Dynasty Wealth Management, LLC 0.03% Reduce -4.4% 8,850 $1.0M
IHT Wealth Management, LLC 0.03% Add +71.3% 8,940 $1.0M
CI Investments Inc. 0.00% Reduce -97.4% 8,668 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Add +17.6% 8,652 $1.0M
MAI Capital Management 0.01% Reduce -72.8% 8,573 $1.0M
Applied Finance Capital Management, LLC 0.04% New 8,534 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% New 8,517 $1.0M
CFO4Life Group, LLC 0.18% Reduce -4.5% 8,480 $1.0M
Perigon Wealth Management, LLC 0.03% Reduce -13.0% 8,476 $1.0M
Parcion Private Wealth LLC 0.08% Add +238.2% 8,339 $989K
Point72 Italy, S.r.l. 0.32% New 8,300 $984K
Gladstone Institutional Advisory LLC 0.05% Add +41.6% 8,242 $977K
Finivi Inc. 0.79% Add +1.8% 8,181 $970K
Valeo Financial Advisors, LLC 0.03% Add +22.5% 8,165 $968K
Titleist Asset Management, LLC 0.14% New 8,147 $966K
Glenmede Trust Co. NA 0.00% Reduce -21.2% 8,143 $965K
Venturi Wealth Management, LLC 0.05% Reduce -18.9% 8,093 $959K
Nisa Investment Advisors, LLC 0.01% Reduce -2.1% 8,010 $950K
Silvant Capital Management LLC 0.04% Reduce -11.3% 8,009 $949K
Clear Harbor Asset Management, LLC 0.08% Add +0.4% 7,975 $945K
Ascentis Independent Advisors 0.15% New 7,969 $945K
Sigma Planning Corp 0.03% Add +13.7% 7,851 $931K
Qsemble Capital Management, LP 0.17% Add +103.8% 7,778 $922K
Element Pointe Advisors, LLC 0.22% Add +115.7% 7,719 $915K
Round Rock Advisors LLC 0.21% No change 7,650 $907K
Argent Trust Co 0.04% Add +5.0% 7,626 $904K
D.A. Davidson & Co. 0.01% Reduce -5.5% 7,599 $901K
KRS Capital Management, LLC 0.66% Add +16.4% 7,597 $900K
Harvest Fund Management Co., Ltd 0.05% Reduce -73.9% 7,557 $896K
Virtu Financial LLC 0.05% New 7,541 $894K
Independent Financial Group, LLC 0.03% Add +55.6% 7,516 $891K
Belmont Capital, LLC 0.15% New 7,500 $889K
Greenwoods Asset Management Hong Kong Ltd. 0.03% New 7,500 $889K
TD Private Client Wealth LLC 0.03% Add +9.9% 7,458 $884K
Hillsdale Investment Management Inc. 0.07% Add +44.7% 7,450 $883K
Choreo, LLC 0.01% Add +40.7% 7,673 $868K
Citizens Financial Group Inc. 0.02% Add +7.7% 7,305 $866K
Raleigh Capital Management Inc. 0.33% Add +8.5% 7,282 $863K
LBP Am SA 0.01% Reduce -5.0% 7,278 $863K
Gables Capital Management Inc. 0.43% Add +183.9% 7,240 $858K
GAMCO Investors 0.01% Add +40.2% 7,229 $857K
Vise Technologies, Inc. 0.11% Add +267.0% 7,223 $856K
Jacobs Levy Equity Management, Inc. 0.00% No change 7,190 $852K
Violich Capital Management, Inc. 0.11% Add +4.6% 7,168 $850K
Zhang Financial LLC 0.05% Add +35.8% 7,156 $848K
Zions Bancorporation, N.A. 0.06% Add +25.1% 7,149 $847K
Wealth Alliance, LLC 0.10% Add +30.1% 7,093 $841K
Disciplined Equity Management, Inc. 0.52% Reduce -7.2% 6,970 $826K
Fayez Sarofim & Co 0.00% No change 6,954 $824K
Gifford Fong Associates 0.21% No change 6,946 $823K
Apollon Wealth Management, LLC 0.02% Add +38.5% 6,923 $821K
Ascent Group, LLC 0.06% Reduce -10.6% 6,884 $816K
Compound Planning, Inc. 0.05% Add +31.6% 6,877 $815K
Elevation Point Wealth Partners, LLC 0.08% Add +56.9% 6,802 $806K
Avity Investment Management Inc. 0.06% Add +84.3% 6,800 $806K
Kanawha Capital Management LLC 0.06% Reduce -13.7% 6,691 $793K
Wahed Invest LLC 0.14% New 6,599 $782K
Patten & Patten Inc. 0.05% Reduce -0.1% 6,573 $779K
Guyasuta Investment Advisors Inc. 0.05% Add +5.1% 6,547 $776K
Great Valley Advisor Group, Inc. 0.02% Add +16.8% 6,538 $775K
BOCHK Asset Management Ltd 0.23% Reduce -79.7% 6,502 $771K
Richard W. Paul & Associates, LLC 0.28% Reduce -1.1% 6,499 $770K
Jones Financial Companies LLLP 0.00% Add +99.5% 6,344 $762K
Integrated Wealth Concepts LLC 0.01% Add +3.5% 6,415 $760K
Capital Investment Counsel, Inc 0.11% No change 6,327 $750K
NFSG Corp 0.26% Reduce -56.0% 6,285 $745K
Summit Global Investments 0.05% New 6,277 $744K
Cornercap Investment Counsel Inc. 0.22% Reduce -16.2% 6,246 $740K
Clarus Wealth Advisors 0.38% Add +34.0% 6,216 $740K
American State Bank (Iowa) 0.45% No change 6,231 $739K
Profund Advisors LLC 0.03% New 6,201 $735K
Oak Thistle LLC 0.24% New 6,195 $734K
Hara Capital LLC 0.45% No change 6,166 $731K
Centaurus Financial, Inc. 0.05% Add +223.4% 6,148 $729K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +81.1% 5,178 $728K
Capital Group Investment Management Pte. LTD. 0.14% Reduce -26.6% 5,907 $700K
OmniStar Financial Group, Inc. 0.52% Add +44.8% 5,824 $694K
GeoWealth Management, LLC 0.02% Add +6.8% 5,805 $688K
De Lisle Partners LLP 0.11% New 5,800 $688K
Principal Securities, Inc. 0.02% Add +116.5% 5,798 $687K
First Trust Investment Solutions L.P. 0.08% New 5,794 $687K
True Vision MN LLC 0.41% Add +78.3% 5,777 $685K
KG Capital Management 0.22% Add +76.5% 5,776 $685K
Stonegate Investment Group, LLC 0.02% New 5,726 $679K
Measured Wealth Private Client Group, LLC 0.23% Add +0.8% 5,716 $678K
Park Place Capital Corp 0.19% Reduce -16.0% 5,692 $675K
Signaturefd, LLC 0.01% Add +24.6% 5,686 $674K
Lingohr Asset Management GmbH 1.63% Add +2.7% 5,708 $674K
Austin Private Wealth, LLC 0.07% Add +218.4% 5,684 $674K
Global Retirement Partners, LLC 0.02% Add +10.0% 5,680 $673K
Private Capital Management LLC 0.12% New 5,621 $666K
Triton Financial Group Inc 0.42% New 5,598 $664K
GPS Wealth Strategies Group, LLC 0.09% Reduce -6.1% 5,597 $663K
Renasant Bank 0.44% Reduce -16.4% 5,596 $663K
EP Wealth Advisors, LLC 0.01% Add +44.3% 5,576 $661K
Midwest Professional Planners, LTD. 0.20% Add +70.1% 5,559 $659K
AlphaCore Capital LLC 0.15% Add +57.3% 5,527 $655K
Private Wealth Partners, LLC 0.05% New 5,470 $648K
Hilltop Holdings Inc. 0.04% Add +176.6% 5,438 $645K
Voya Financial Advisors, Inc. 0.07% Add +14.1% 5,348 $643K
InTrack Investment Management Inc 0.45% Add +134.9% 5,403 $640K
Symmetry Investments LP 0.14% Add +54.3% 5,400 $640K
Parallel Advisors, LLC 0.02% Add +9.4% 5,397 $640K
Quad-Cities Investment Group, LLC 0.32% Add +22.3% 5,351 $634K
Ameritas Advisory Services, LLC 0.03% Reduce -26.0% 5,317 $630K
Avior Wealth Management, LLC 0.03% Add +92.8% 5,288 $627K
SOL Capital Management CO 0.07% No change 5,273 $625K
Rakuten Securities, Inc. 0.27% Reduce -14.3% 5,255 $623K
One Wealth Advisors, LLC 0.10% Reduce -6.0% 5,228 $620K
Banco Santander, S.A. 0.01% Reduce -6.1% 5,203 $617K
Machina Capital S.A.S. 0.24% New 5,194 $616K
National Wealth Management Group, LLC 0.42% New 5,178 $614K
Opinicus Capital, Inc. 0.49% New 5,155 $611K
Argus Investors' Counsel, Inc. 0.40% New 5,129 $608K
Asset Dedication, LLC 0.04% Reduce -14.6% 5,107 $605K
Capstone Investment Advisors, LLC 0.02% New 5,100 $605K
Exchange Traded Concepts, LLC 0.01% Add +1290.7% 5,076 $602K
Hilltop National Bank 0.18% Reduce -5.6% 5,070 $601K
Waverly Advisors, LLC 0.01% Add +63.7% 5,062 $600K
Ceeto Capital Group, LLC 0.22% No change 5,000 $593K
First Dallas Securities Inc. 0.25% Add +8.3% 4,970 $589K
Bank of Hawaii 0.02% New 4,953 $587K
CW Advisors, LLC 0.01% Add +0.1% 4,950 $587K
BW Gestao de Investimentos Ltda. 0.10% New 4,920 $583K
Tiaa Trust, National Association 0.00% Reduce -57.1% 4,837 $573K
Moors & Cabot, Inc. 0.03% Reduce -21.8% 4,777 $568K
Capital CS Group, LLC 0.68% Add +11.4% 4,781 $567K
Longfellow Investment Management Co. LLC 0.14% New 4,756 $564K
Allworth Financial LP 0.00% Add +0.8% 4,736 $561K
Townsquare Capital LLC 0.01% New 4,700 $557K
First Trust Direct Indexing L.P. 0.03% Add +41.5% 4,698 $557K
Kathmere Capital Management, LLC 0.05% Add +1.9% 4,697 $557K
Monument Capital Management 0.15% Reduce -3.1% 4,637 $550K
Cyndeo Wealth Partners, LLC 0.04% Add +10.6% 4,626 $548K
Aft, Forsyth & Company, Inc. 0.27% No change 4,590 $544K
Fort Washington Investment Advisors Inc. 0.00% Add +9.3% 4,505 $534K
United Capital Financial Advisors, LLC 0.00% Add +24.6% 4,502 $534K
First Bank & Trust 0.10% Reduce -2.2% 4,486 $532K
Transatlantique Private Wealth LLC 0.20% Add +35.1% 4,455 $528K
Summit Financial, LLC 0.02% Add +17.3% 4,392 $521K
Dorsey & Whitney Trust CO LLC 0.03% Add +177.5% 4,313 $511K
West Paces Advisors Inc. 0.12% Add +14.7% 4,282 $508K
Waddell & Associates, LLC 0.06% Add +13.7% 4,164 $494K
E Fund Management Co., Ltd. 0.03% New 4,153 $492K
Auto-Owners Insurance Co 0.01% No change 4,147 $492K
Van Eck Associates Corp. 0.00% Reduce -51.9% 4,102 $490K
Exencial Wealth Advisors, LLC 0.02% Reduce -0.3% 4,110 $487K
Chicago Partners Investment Group LLC 0.02% Add +16.2% 4,071 $486K
Elite Wealth Management, Inc. 0.11% Reduce -20.7% 4,100 $486K
Atalanta Sosnoff Capital, LLC 0.01% New 4,080 $484K
Tritonpoint Wealth, LLC 0.04% Reduce -3.6% 3,997 $481K
Schechter Investment Advisors, LLC 0.04% Add +10.5% 4,047 $480K
Focus Financial Network, Inc. 0.02% Add +99.4% 4,044 $479K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +5.0% 4,029 $478K
Equitable Holdings, Inc. 0.00% Add +27.1% 4,027 $477K
Beacon Financial Group 0.05% Add +17.3% 4,009 $475K
Gator Capital Management, LLC 0.21% No change 4,000 $474K
OneDigital Investment Advisors LLC 0.01% Add +18.4% 3,998 $474K
Addison Capital Co 0.19% Reduce -1.8% 3,967 $470K
Concurrent Investment Advisors, LLC 0.01% Add +9.9% 3,922 $465K
Interval Partners, LP 0.01% Reduce -89.4% 3,920 $465K
M3 Advisory Group, LLC 0.34% Add +9.7% 3,903 $463K
Ariadne Wealth Management, LP 0.25% New 3,355 $463K
Horizon Investments, LLC 0.01% New 3,911 $462K
Kingsview Wealth Management, LLC 0.01% Reduce -14.1% 3,885 $461K
Kovack Advisors, Inc. 0.05% Add +45.8% 3,824 $453K
Aspen Grove Capital, LLC 0.10% Add +1.4% 3,786 $449K
Belpointe Asset Management LLC 0.03% Reduce -9.1% 3,765 $446K
Hazlett, Burt & Watson, Inc. 0.21% Add +13.0% 3,751 $446K
Foundations Investment Advisors, LLC 0.01% Add +52.1% 3,735 $443K
Aptus Capital Advisors, LLC 0.01% Add +4.7% 3,732 $442K
Manchester Capital Management LLC 0.05% Add +3.2% 3,721 $441K
Bright Futures Wealth Management, LLC. 0.21% Add +33.0% 3,399 $440K
Capital Advisors Inc. 0.01% Add +80.0% 3,707 $439K
CHICAGO TRUST Co NA 0.08% Add +5.1% 3,683 $437K
Advisor OS, LLC 0.04% Add +39.7% 3,679 $436K
OneAscent Wealth Management LLC 0.17% Add +61.7% 3,667 $435K
1858 Wealth Management, LLC 0.36% New 3,662 $434K
NJ State Employees Deferred Compensation Plan 0.05% No change 3,628 $430K
Verdence Capital Advisors LLC 0.03% Add +3.0% 3,623 $429K
Kintegral Advisory, LLC 0.04% Reduce -1.3% 3,606 $427K
Tanager Wealth Management LLP 0.06% No change 3,595 $426K
Alan B Lancz & Associates, Inc. 0.39% Add +7.9% 3,581 $424K
Hunter Associates Investment Management LLC 0.07% Add +4.4% 3,612 $424K
Affinity Wealth Management LLC 0.07% Add +2.5% 3,560 $422K
Bragg Financial Advisors, Inc 0.02% Add +0.5% 3,555 $421K
Mitchell McLeod Pugh & Williams Inc. 0.09% No change 3,534 $419K
IFP Advisors, Inc 0.02% Add +13.9% 3,529 $418K
Wealthspire Advisors, LLC 0.00% Add +50.5% 3,524 $418K
Ellevest, Inc. 0.02% New 3,524 $418K
Diversify Advisory Services, LLC 0.02% Add +24.9% 3,428 $413K
Cary Street Partners Investment Advisory LLC 0.02% Add +60.3% 3,481 $413K
Eastern Bank 0.01% New 3,462 $410K
Beverly Hills Private Wealth, LLC 0.08% Reduce -17.4% 3,460 $410K
D'Orazio & Associates, Inc. 0.06% Reduce -2.0% 3,456 $410K
Benjamin Edwards Inc. 0.01% New 3,450 $409K
SteelPeak Wealth, LLC 0.02% Reduce -17.1% 3,437 $407K
Independent Advisor Alliance 0.01% Reduce -77.3% 3,424 $406K
Arlington Capital Management, Inc. 0.33% Add +17.1% 3,422 $406K
Innova Wealth Partners 0.33% New 3,422 $406K
Checchi Capital Advisers, LLC 0.03% Reduce -6.6% 3,405 $404K
Collective Family Office LLC 0.11% Add +37.1% 3,394 $402K
Private Trust Co. NA 0.04% Add +280.1% 3,375 $400K
Northern Financial Advisors Inc 0.30% Reduce -23.1% 3,369 $399K
Two Sigma Securities, LLC 0.03% Reduce -0.7% 3,364 $399K
Intellectus Partners, LLC 0.10% Add +17.5% 3,350 $397K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.5% 3,341 $396K
Outlook Wealth Advisors, LLC 0.11% Reduce -3.2% 3,341 $396K
Boyd Watterson Asset Management LLC 0.11% New 3,308 $392K
Park Avenue Securities LLC 0.00% Reduce -7.8% 3,285 $389K
Focus Partners Advisor Solutions, LLC 0.01% Add +51.3% 3,236 $384K
Los Angeles Capital Management LLC 0.00% New 3,235 $383K
Addison Advisors LLC 0.11% Add +0.0% 3,231 $383K
Capitol Family Office, Inc. 0.47% Add +39.1% 3,212 $381K
Stevens Capital Management LP 0.05% New 3,209 $380K
OneAscent Financial Services LLC 0.27% Add +22.2% 3,194 $379K
Spire Wealth Management 0.01% Add +73.6% 3,186 $378K
Cynosure Group, LLC 0.05% Add +17.6% 3,180 $377K
Sunflower Bank, N.A. 0.10% Reduce -4.1% 3,158 $374K
Baldwin Investment Management, LLC 0.05% Reduce -16.1% 3,143 $373K
Wealth Effects LLC 0.13% New 3,105 $368K
Eagle Global Advisors LLC 0.02% No change 3,100 $367K
Claro Advisors Inc. 0.05% New 3,087 $366K
Harbour Capital Advisors, LLC 0.08% Reduce -6.5% 2,984 $365K
Principle Wealth Partners LLC 0.03% No change 3,076 $365K
GM Advisory Group, LLC 0.02% New 3,072 $364K
Brookstone Capital Management 0.01% Add +61.0% 3,029 $359K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +38.3% 3,025 $359K
Sweet Financial Partners, LLC 0.08% New 3,016 $358K
North Star Asset Management Inc. 0.02% Add +2.2% 3,013 $357K
Detalus Advisors, LLC 0.12% New 3,004 $356K
Fosun International Ltd 0.12% No change 3,000 $356K
Versor Investments LP 0.06% Reduce -40.1% 3,000 $356K
Columbia Bank 0.13% Add +2.0% 2,979 $353K
Keybank National Association 0.00% Reduce -45.5% 2,964 $351K
Financial Management Professionals, Inc. 0.04% Reduce -4.3% 2,961 $351K
Siemens Fonds Invest GmbH 0.03% New 2,953 $350K
Equitable Trust Co. 0.02% Add +3.1% 2,942 $349K
Schiavi & Co LLC 0.13% Add +5.4% 2,931 $347K
Lester Murray Antman dba SimplyRich 0.10% Add +30.9% 2,931 $347K
Congress Park Capital LLC 0.13% New 2,925 $347K
FDx Advisors, Inc. 0.09% Add +41.9% 2,918 $346K
Colonial River Investments, LLC 0.17% New 2,916 $346K
Ameritas Investment Partners, Inc. 0.01% New 2,914 $345K
Essex Financial Services, Inc. 0.02% Add +1.2% 2,868 $345K
Axxcess Wealth Management, LLC 0.01% New 2,907 $345K
Quadrant Capital Group LLC 0.02% Add +3.0% 2,902 $344K
Truvestments Capital LLC 0.09% Add +66.1% 2,897 $343K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.7% 2,894 $343K
Interchange Capital Partners, LLC 0.12% Reduce -5.2% 2,890 $343K
Cantor Fitzgerald, L. P. 0.03% Add +18.4% 2,873 $341K
Gateway Wealth Partners, LLC 0.09% Add +0.1% 2,864 $339K
Seven Springs Wealth Group, LLC 0.13% No change 2,850 $338K
Venture Visionary Partners LLC 0.01% Reduce -0.9% 2,847 $337K
Allen Capital Group, LLC 0.04% New 2,841 $337K
Personal Cfo Solutions, LLC 0.05% Add +68.2% 2,833 $336K
Bradley Foster & Sargent Inc. 0.01% No change 2,828 $335K
Wexford Capital LP 0.08% Add +76.6% 2,820 $334K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,820 $334K
Sovereign Financial Group, Inc. 0.08% Add +1.7% 2,813 $333K
CFM Wealth Partners LLC 0.06% Reduce -14.3% 2,799 $332K
Level Four Advisory Services, LLC 0.01% Add +21.6% 2,682 $332K
Cigna Investments Inc. 0.06% Add +7.4% 2,788 $331K
Freedom Investment Management, Inc. 0.03% Add +48.5% 2,754 $326K
Sharkey, Howes & Javer 0.05% No change 2,751 $326K
DAVENPORT & Co LLC 0.00% Add +1.6% 2,745 $325K
Western Wealth Management, LLC 0.02% Add +44.7% 2,730 $324K
Waldron Private Wealth LLC 0.01% Add +2.2% 2,710 $321K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 2,700 $320K
NorthRock Partners, LLC 0.01% Add +55.4% 2,696 $320K
Dakota Wealth Management 0.01% Reduce -93.3% 2,684 $318K
One Capital Management, LLC 0.01% New 2,670 $317K
Crestwood Advisors Group, LLC 0.01% Reduce -5.3% 2,670 $316K
Wakefield Asset Management LLLP 0.10% Add +1.9% 2,646 $314K
Coldstream Capital Management Inc. 0.01% New 2,404 $313K
Chesapeake Asset Management LLC 0.27% Add +17.0% 2,628 $312K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +361.0% 2,623 $311K
Fishman Jay A Ltd. 0.03% Add +20.3% 2,605 $309K
Flagship Harbor Advisors, LLC 0.02% Add +2.5% 2,600 $308K
Lecap Asset Management Ltd. 0.07% New 2,591 $307K
Ground Swell Capital, LLC 0.43% New 2,529 $300K
LPWM LLC 0.10% Reduce -19.8% 2,560 $296K
Asset Management Group, Inc. 0.04% Add +0.4% 2,491 $295K
Simon Quick Advisors, LLC 0.02% New 2,481 $294K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -1.2% 2,475 $293K
Hamilton Point Investment Advisors, LLC 0.05% No change 2,474 $293K
Csenge Advisory Group 0.02% Add +3.7% 2,285 $292K
Seneca House Advisors 0.12% Add +7.0% 2,455 $291K
Silver Oak Securities, Incorporated 0.03% New 2,408 $289K
Algert Global LLC 0.01% New 2,440 $289K
B & T Capital Management DBA Alpha Capital Management 0.05% Add +1.1% 2,417 $287K
apricus wealth, LLC 0.19% Reduce -9.4% 2,400 $284K
Scientech Research LLC 0.06% New 2,391 $283K
Avidian Wealth Enterprises, LLC 0.01% New 2,390 $283K
Confluence Wealth Services, Inc. 0.02% Reduce -11.2% 2,382 $282K
Montgomery Investment Management Inc. 0.10% No change 2,368 $281K
Trust Co. of Toledo NA 0.04% No change 2,355 $279K
Compagnie Lombard Odier SCmA 0.00% Add +6.8% 2,350 $279K
Smartleaf Asset Management LLC 0.03% Add +94.2% 2,317 $279K
Enzi Wealth 0.11% Add +0.6% 2,169 $278K
Professional Financial Advisors, LLC 0.07% Add +0.4% 2,343 $278K
Per Stirling Capital Management, LLC. 0.04% Add +20.6% 2,341 $277K
Delta Financial Group, Inc. 0.10% Add +9.9% 2,329 $276K
Orion Porfolio Solutions, LLC 0.00% Add +24.0% 2,319 $275K
Orion Portfolio Solutions, LLC 0.00% Add +24.0% 2,319 $275K
Amplius Wealth Advisors, LLC 0.03% Reduce -2.5% 2,307 $273K
Counterpoint Mutual Funds LLC 0.05% Reduce -63.9% 2,300 $273K
Lindbrook Capital, LLC 0.02% Add +8.4% 2,299 $273K
Lewis Asset Management, LLC 0.20% New 2,295 $272K
Allred Capital Management, LLC 0.11% Add +7.2% 2,286 $271K
Oxford Asset Management LLP 0.23% New 2,277 $270K
Mission Wealth Management, LP 0.01% Add +14.2% 2,272 $269K
Steinberg Asset Management LLC 0.20% No change 2,262 $268K
Forum Financial Management, LP 0.00% Add +1.8% 2,253 $267K
Parisi Gray Wealth Management 0.09% Add +21.8% 2,245 $266K
Fifth Third Wealth Advisors LLC 0.02% New 2,245 $266K
Mesirow Financial Investment Management, Inc. 0.01% New 2,235 $265K
Transcend Capital Advisors, LLC 0.02% Reduce -0.7% 2,230 $264K
First County Bank 0.13% Reduce -4.9% 2,218 $263K
Mutual Advisors, LLC 0.01% New 2,176 $262K
StoneX Group Inc. 0.02% Add +32.3% 2,212 $262K
Hodges Capital Management Inc. 0.02% Reduce -59.7% 2,207 $262K
Rathbones Group PLC 0.00% New 2,202 $261K
Trek Financial, LLC 0.02% New 2,201 $261K
Sanders Morris Harris LLC 0.04% Reduce -6.4% 2,200 $261K
Holland Advisory Services, Inc. 0.34% Add +0.4% 2,166 $257K
Old National Bancorp 0.01% Add +19.2% 2,163 $256K
MN Wealth Advisors, LLC 0.15% New 2,157 $256K
Optimist Retirement Group LLC 0.12% Add +27.3% 2,157 $256K
First Affirmative Financial Network 0.14% Add +12.6% 2,157 $256K
V-Square Quantitative Management LLC 0.04% New 2,133 $253K
Reynders McVeigh Capital Management, LLC 0.01% No change 2,128 $252K
Brighton Jones LLC 0.01% Reduce -41.1% 2,110 $250K
Ameliora Wealth Management Ltd. 0.10% Add +5.0% 2,100 $249K
Mayflower Financial Advisors, LLC 0.04% Reduce -19.9% 2,095 $248K
Graypoint LLC 0.02% Add +4.3% 2,086 $247K
Wealthcare Advisory Partners LLC 0.01% New 2,085 $247K
AIMZ Investment Advisors, LLC 0.08% Reduce -2.2% 2,084 $247K
Meeder Advisory Services, Inc. 0.02% Add +27.7% 2,082 $247K
Beaton Management Co. Inc. 0.12% Add +31.2% 2,075 $246K
McCarter Private Wealth Services LLC 0.15% — 2,049 $243K
Ossiam 0.00% Add +95.7% 2,049 $243K
Traynor Capital Management, Inc. 0.02% Reduce -50.1% 2,040 $242K
B.O.S.S. Retirement Advisors, LLC 0.05% New 2,038 $242K
Private Portfolio Partners LLC 0.04% New 2,027 $240K
Boston Trust Walden Corp 0.00% No change 2,026 $240K
Liberty Wealth Management LLC 0.04% Add +0.3% 2,014 $239K
Van Hulzen Asset Management, LLC 0.02% Reduce -5.4% 2,019 $239K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.17% New 2,000 $237K
Conway Capital Management, Inc. 0.12% No change 2,000 $237K
Hamilton Wealth, LLC 0.06% New 2,000 $237K
Roberts Glore & Co. Inc. 0.07% Reduce -8.0% 1,994 $236K
Veltria Advisors Corp. 0.09% Add +4.6% 1,987 $236K
Tocqueville Asset Management L.P. 0.00% Reduce -29.0% 1,982 $235K
Shelton Capital Management 0.01% New 1,955 $232K
Jeppson Wealth Management, LLC 0.08% No change 1,947 $231K
Sfmg, LLC 0.02% Add +0.1% 1,935 $229K
Facet Wealth, Inc. 0.01% New 1,749 $229K
Howland Capital Management LLC 0.01% Reduce -2.6% 1,918 $227K
Pzena Investment Management LLC 0.00% Reduce -12.3% 1,917 $227K
Onyx Bridge Wealth Group LLC 0.03% New 1,914 $227K
Dynamic Advisor Solutions LLC 0.01% New 1,912 $227K
NWF Advisory Services Inc. 0.03% Add +13.5% 1,908 $226K
Elkhorn Partners Limited Partnership 0.14% New 1,900 $225K
Breed's Hill Capital LLC 0.18% Reduce -5.5% 1,886 $224K
Redhawk Wealth Advisors, Inc. 0.03% Add +11.9% 1,885 $223K
HBK Sorce Advisory LLC 0.01% Reduce -0.5% 1,881 $223K
Aries Wealth Management 0.06% New 1,881 $223K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -24.0% 1,869 $222K
Benchmark Financial Wealth Advisors, LLC 0.07% New 1,853 $220K
Signature Estate & Investment Advisors LLC 0.01% Add +0.3% 1,842 $218K
Moneco Advisors, LLC 0.03% New 1,838 $218K
Lebenthal Global Advisors, LLC 0.04% New 1,834 $217K
Advus Financial Partners, LLC 0.06% Reduce -1.1% 1,829 $217K
MMBG Investment Advisors Co. 0.02% New 1,826 $216K
Magnolia Capital Management Ltd. 0.17% New 1,815 $215K
Rosenberg Matthew Hamilton 0.06% No change 1,809 $214K
CWA Asset Management Group, LLC 0.01% — 1,808 $214K
Alpha Family Trust 0.12% No change 1,790 $212K
Visionary Wealth Advisors 0.01% New 1,766 $209K
Diversified Trust Co. 0.01% New 1,759 $209K
Good Life Advisors, LLC 0.01% New 1,737 $206K
Johnson Investment Counsel Inc. 0.00% New 1,729 $205K
Camden National Bank 0.03% Add +11.1% 1,726 $205K
Choate Investment Advisors 0.01% Reduce -6.4% 1,719 $204K
Trust Point Inc. 0.02% No change 1,713 $203K
SP Asset Management LLC 0.02% Add +0.4% 1,702 $202K
Vanguard Capital Wealth Advisors 0.21% Reduce -1.4% 1,700 $202K
Moneta Group Investment Advisors LLC 0.00% New 1,698 $201K
Harbor Investment Advisory, LLC 0.02% Reduce -19.3% 1,694 $201K
Howard Capital Management, LLC 0.00% New 1,694 $201K
Wilmington Savings Fund Society, FSB 0.00% New 1,667 $198K
Blue Trust, Inc. 0.00% Add +132.1% 1,409 $194K
Spirit of America Management Corp. 0.04% No change 1,624 $193K
AdvisorNet Financial, Inc 0.01% Add +6.2% 1,553 $184K
Clearstead Advisors, LLC 0.00% Add +31.8% 1,550 $184K
GAMMA Investing LLC 0.02% Add +113.0% 1,544 $183K
Tsfg, LLC 0.04% No change 1,493 $177K
Armstrong Advisory Group, Inc. 0.01% No change 1,490 $177K
Bay Harbor Wealth Management, LLC 0.06% Reduce -4.0% 1,482 $176K
Westside Investment Management, Inc. 0.04% No change 1,468 $174K
Concourse Financial Group Securities, Inc. 0.01% Add +79.3% 1,409 $167K
AlphaQuest LLC 0.01% Add +17.0% 1,383 $164K
Glen Eagle Advisors, LLC 0.03% Add +56.7% 1,377 $163K
Harbour Investments, Inc. 0.00% Reduce -2.1% 1,362 $162K
Jaffetilchin Investment Partners, LLC 0.01% New 1,349 $160K
LRI Investments, LLC 0.02% Reduce -51.1% 1,179 $159K
Bogart Wealth, LLC 0.01% Add +4.0% 1,298 $154K
Montag A & Associates Inc. 0.01% Add +26.2% 1,276 $151K
Earned Wealth Advisors, LLC 0.05% New 1,273 $151K
HM Payson & Co. 0.00% Reduce -3.9% 1,249 $148K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 1,222 $145K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -8.4% 1,216 $144K
UMB Bank, n.a. 0.00% Add +5.2% 1,187 $141K
Coppell Advisory Solutions LLC 0.02% Add +75.0% 1,160 $139K
Concord Wealth Partners 0.02% Add +673.1% 1,152 $137K
Sandy Spring Bank 0.01% Add +3.2% 1,139 $135K
Smithfield Trust Co 0.01% Add +8.0% 1,139 $134K
Sachetta, LLC 0.05% Add +324.1% 1,128 $134K
Clearstead Trust, LLC 0.03% Add +0.5% 1,108 $131K
Hobbs Group Advisors, LLC 0.05% Reduce -35.0% 1,105 $131K
Koesten, Hirschmann & Crabtree, INC. 0.07% No change 1,006 $119K
Centiva Capital, LP 0.01% Reduce -91.4% 947 $112K
Parkside Financial Bank & Trust 0.02% Add +596.2% 926 $110K
Wintrust Investments LLC 0.08% Reduce -89.5% 921 $109K
Huntington National Bank 0.00% Add +24.2% 897 $106K
Ostrum Asset Management 0.01% Add +1.3% 887 $105K
Peoples Bank 0.07% No change 843 $100K
Farther Finance Advisors, LLC 0.00% Add +74.3% 840 $100K
Carolinas Wealth Consulting LLC 0.02% Add +191.5% 825 $98K
Bartlett & Co. Wealth Management LLC 0.00% No change 810 $96K
Values First Advisors, Inc. 0.05% New 809 $96K
Northwest Financial Advisors 0.08% New 806 $96K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.06% No change 800 $95K
Quarry LP 0.03% New 748 $89K
CENTRAL TRUST Co 0.00% Reduce -12.2% 745 $88K
Horizon Financial Services, LLC 0.05% No change 700 $83K
Alta Advisers Ltd 0.04% No change 700 $83K
Larson Financial Group LLC 0.00% Add +5.0% 699 $83K
ORG Partners LLC 0.01% Reduce -81.1% 684 $81K
EverSource Wealth Advisors, LLC 0.01% Add +59.4% 682 $81K
CoreCap Advisors, LLC 0.00% Reduce -15.6% 665 $79K
Deseret Mutual Benefit Administrators 0.04% Add +8.5% 663 $79K
TCTC Holdings, LLC 0.00% No change 619 $73K
J.Safra Asset Management Corp 0.01% Add +75.3% 610 $73K
Hollencrest Capital Management 0.00% Add +811.9% 611 $72K
Webster Bank, N. A. 0.01% Reduce -4.8% 601 $71K
Gilliland Jeter Wealth Management LLC 0.02% No change 554 $66K
Independence Bank of Kentucky 0.01% Reduce -4.3% 550 $65K
Alpine Bank Wealth Management 0.01% — 527 $62K
Chilton Capital Management LLC 0.00% No change 525 $62K
Brooklyn Investment Group 0.02% New 514 $61K
Hoey Investments, Inc. 0.01% No change 440 $61K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 503 $60K
Oarsman Capital, Inc. 0.01% New 501 $59K
Voisard Asset Management Group, Inc. 0.02% Add +49900.0% 500 $59K
Prestige Wealth Management Group LLC 0.01% No change 499 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +206.3% 490 $58K
Optimum Investment Advisors 0.02% No change 481 $57K
Assetmark, Inc. 0.00% Add +300.8% 477 $57K
Coston, McIsaac & Partners 0.02% Add +27.3% 466 $55K
CKW Financial Group 0.01% No change 482 $55K
Trifecta Capital Advisors, LLC 0.01% Add +0.9% 463 $55K
Carmichael Hill & Associates, Inc. 0.02% Add +1.3% 460 $55K
Key Financial Inc 0.01% No change 442 $52K
SJS Investment Consulting Inc. 0.01% Reduce -68.2% 435 $52K
Tortoise Investment Management, LLC 0.01% Add +2.1% 435 $52K
AllSquare Wealth Management LLC 0.03% Add +65.9% 433 $51K
DecisionPoint Financial, LLC 0.02% Add +29.1% 422 $50K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 401 $48K
Hemington Wealth Management 0.01% New 383 $47K
Pinnacle Bancorp, Inc. 0.01% No change 382 $45K
First Horizon Advisors, Inc. 0.00% Reduce -5.1% 372 $44K
HHM Wealth Advisors, LLC 0.01% Reduce -68.9% 365 $43K
Archer Investment Corp 0.01% No change 359 $43K
Bokf, NA 0.00% Reduce -10.6% 363 $42K
Quent Capital, LLC 0.00% Reduce -5.2% 347 $41K
Anchor Investment Management, LLC 0.00% Reduce -26.6% 344 $41K
Caldwell Trust Co 0.00% No change 340 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Add +39.6% 335 $40K
Sound Income Strategies, LLC 0.00% Add +11.2% 327 $39K
Bell Investment Advisors, Inc 0.01% Add +3.9% 320 $38K
Centerpoint Advisors, LLC 0.01% Add +110.9% 310 $37K
Bangor Savings Bank 0.00% No change 306 $36K
Heritage Wealth Advisors 0.00% Add +7.0% 305 $36K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 301 $36K
Covestor Ltd 0.02% Add +290.7% 293 $35K
First Command Advisory Services, Inc. 0.00% No change 295 $35K
Flaharty Asset Management, LLC 0.00% New 294 $35K
MCF Advisors LLC 0.00% Add +132.0% 290 $34K
MV Capital Management, Inc. 0.00% Add +136.1% 288 $34K
WASHINGTON TRUST Co 0.00% Add +7.1% 287 $34K
JTC Employer Solutions Trustee Ltd 0.00% No change 288 $34K
SOA Wealth Advisors, LLC. 0.01% Reduce -48.8% 287 $34K
Provenance Wealth Advisors, LLC 0.00% Add +809.7% 282 $33K
Ancora Advisors LLC 0.00% No change 279 $33K
True Wealth Design, LLC 0.01% Add +2530.0% 263 $31K
Dudley Capital Management, LLC 0.02% New 260 $31K
Kimelman & Baird, LLC 0.00% Reduce -6.3% 252 $30K
Fairscale Capital, LLC 0.03% Reduce -14.0% 251 $30K
Mizuho Bank, Ltd. 0.01% New 250 $30K
Crewe Advisors LLC 0.00% No change 250 $30K
Colonial Trust Advisors 0.00% Reduce -70.6% 239 $28K
Center for Financial Planning, Inc. 0.00% Reduce -51.6% 234 $28K
CVA Family Office, LLC 0.00% Add +28.6% 234 $28K
Continuum Advisory, LLC 0.00% Reduce -12.8% 204 $27K
WR Wealth Planners, LLC 0.01% Add +245.3% 221 $26K
Clean Yield Group 0.01% New 210 $25K
Evermay Wealth Management LLC 0.00% No change 206 $24K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 203 $24K
Versant Capital Management, Inc 0.01% Add +133.3% 203 $24K
Oakworth Capital, Inc. 0.00% Reduce -4.3% 203 $24K
Accordant Advisory Group Inc 0.03% No change 200 $24K
Transcendent Capital Group LLC 0.01% New 200 $24K
Investment Research & Advisory Group, Inc. 0.01% No change 200 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +1150.0% 200 $24K
Johnson Financial Group, Inc. 0.00% Add +31.1% 198 $23K
Piscataqua Savings Bank 0.02% No change 198 $23K
Meeder Asset Management Inc. 0.00% New 196 $23K
Monetary Management Group Inc. 0.01% No change 194 $23K
Clear Point Advisors Inc. 0.02% Reduce -17.0% 191 $23K
First Financial Corp. 0.01% No change 187 $22K
Creative Financial Designs Inc. 0.00% Reduce -39.1% 187 $22K
Ulland Investment Advisors, LLC 0.02% No change 189 $22K
Towne Trust Company, N.A 0.01% No change 182 $22K
Fourpath Capital Management, LLC 0.00% New 178 $21K
Mather Group, Llc. 0.00% Reduce -75.1% 174 $21K
State of Wyoming 0.00% Reduce -82.8% 172 $20K
BNP Paribas 0.00% No change 169 $20K
Toth Financial Advisory Corp. 0.00% No change 168 $20K
Arax Advisory Partners 0.00% No change 167 $20K
Groupama Asset Managment 0.00% New 206 $20K
Hexagon Capital Partners LLC 0.00% Reduce -17.9% 161 $19K
Fortitude Family Office, LLC 0.01% New 160 $19K
St Germain D J Co. Inc. 0.00% No change 160 $19K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 152 $18K
Frazier Financial Advisors, LLC 0.01% Reduce -4.4% 151 $18K
Castleview Partners, LLC 0.01% Add +50.0% 150 $18K
Blue Bell Private Wealth Management, LLC 0.00% Add +2.1% 148 $18K
Oliver Lagore Vanvalin Investment Group 0.00% Add +93.4% 147 $17K
Resources Management Corp. /CT/ 0.00% New 140 $17K
Planning Capital Management Corp 0.01% Add +46.3% 139 $16K
Tucker Asset Management LLC 0.00% Reduce -95.5% 138 $16K
CNB Bank 0.01% New 137 $16K
WealthCollab, LLC 0.01% Add +36.4% 135 $16K
Darwin Wealth Management, LLC 0.00% New 135 $16K
Ashton Thomas Securities, LLC 0.00% New 132 $16K
McIlrath & Eck, LLC 0.00% Reduce -53.9% 129 $15K
Creekmur Asset Management LLC 0.00% Reduce -43.1% 124 $15K
Contravisory Investment Management, Inc. 0.00% No change 121 $14K
Valley National Advisers Inc. 0.00% Reduce -7.8% 119 $14K
Rothschild Investment LLC 0.00% Add +17.2% 116 $14K
Lowe Wealth Advisors, LLC 0.01% No change 114 $14K
Advantage Trust Co 0.01% No change 113 $13K
Financial Freedom, LLC 0.01% No change 112 $13K
FNY Investment Advisers, LLC 0.01% Reduce -98.6% 110 $13K
JFS Wealth Advisors, LLC 0.00% Add +1.9% 108 $13K
Princeton Global Asset Management LLC 0.00% Add +148.8% 107 $13K
American National Bank & Trust 0.00% No change 105 $12K
FinTrust Capital Advisors, LLC 0.00% Add +30.0% 104 $12K
American Capital Advisory, LLC 0.01% New 100 $12K
Global Trust Asset Management, LLC 0.00% New 100 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $12K
Plante Moran Financial Advisors, LLC 0.00% No change 99 $12K
Pension & Wealth Management Advisors, Inc. 0.01% No change 96 $11K
VitalStone Financial, LLC 0.01% Reduce -15.4% 93 $11K
Thompson Investment Management, Inc. 0.00% No change 92 $11K
Vermillion & White Wealth Management Group, LLC 0.01% No change 90 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 89 $11K
Beacon Capital Management, LLC 0.00% No change 80 $9K
Grove Bank & Trust 0.00% No change 80 $9K
CGC Financial Services, LLC 0.00% No change 79 $9K
Northwest Investment Counselors, LLC 0.00% New 79 $9K
Tompkins Financial Corp. 0.00% No change 79 $9K
TD Capital Management LLC 0.00% No change 79 $9K
Richardson Capital Management LLC 0.01% No change 72 $9K
Pineridge Advisors LLC 0.00% Reduce -17.6% 70 $8K
REAP Financial Group, LLC 0.00% No change 70 $8K
Robinswood Financial LLC 0.00% No change 66 $8K
Colonial Trust Co / SC 0.00% Add +3.2% 65 $8K
Pacific Center for Financial Services 0.00% No change 59 $7K
City State Bank 0.00% No change 53 $6K
Proffitt & Goodson Inc. 0.00% Add +30.8% 51 $6K
Hanson & Doremus Investment Management 0.00% No change 52 $6K
Mfa Wealth Advisors, LLC 0.00% No change 50 $6K
Godsey & Gibb, Inc. 0.00% No change 50 $6K
Delta Asset Management LLC 0.00% No change 49 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +650.0% 45 $5K
First PREMIER Bank 0.00% Reduce -46.6% 39 $5K
Optiver Holding B.V. 0.00% New 42 $5K
Cape Investment Advisory, Inc. 0.00% No change 41 $5K
FSA Wealth Management LLC 0.00% — 39 $5K
Financial Perspectives, Inc 0.00% No change 39 $5K
Copeland Capital Management, LLC 0.00% New 37 $4K
Trust Co. of Vermont 0.00% New 36 $4K
Avion Wealth 0.00% Add +42.3% 37 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +14.3% 32 $4K
New England Capital Financial Advisors LLC 0.00% No change 32 $4K
Stephens Consulting, LLC 0.00% No change 30 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -65.5% 30 $4K
Stone House Investment Management, LLC 0.00% New 30 $4K
Abound Wealth Management 0.00% No change 29 $3K
Fortis Group Advisors, LLC 0.00% No change 28 $3K
NBT Bank, N.A. 0.00% New 28 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -18.5% 22 $3K
HighMark Wealth Management LLC 0.00% No change 25 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 21 $2K
Pacifica Partners Inc. 0.00% No change 20 $2K
Planned Solutions, Inc. 0.00% New 19 $2K
Wolff Wiese Magana LLC 0.00% No change 19 $2K
First Community Trust NA 0.00% No change 19 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 19 $2K
Global Financial Private Client, LLC 0.00% No change 19 $2K
IAG Wealth Partners, LLC 0.00% No change 19 $2K
Brown Brothers Harriman & Co. 0.00% No change 19 $2K
Highline Wealth Partners LLC 0.00% Reduce -60.5% 15 $2K
DT Investment Partners, LLC 0.00% New 14 $2K
Cornerstone Planning Group LLC 0.00% Add +140.0% 12 $1K
WFA of San Diego, LLC 0.00% No change 11 $1K
Laurel Wealth Advisors LLC 0.00% No change 11 $1K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -99.4% 10 $1K
CBIZ Investment Advisory Services, LLC 0.00% New 10 $1K
Transamerica Financial Advisors, LLC 0.00% New 1 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 8 $965
Bray Capital Advisors 0.00% Reduce -20.0% 8 $958
Financial Network Wealth Advisors LLC 0.00% New 7 $830
Cassady Schiller Wealth Management, LLC 0.00% No change 7 $830
Kelly Lawrence W & Associates Inc. 0.00% No change 7 $830
Atwood & Palmer Inc. 0.00% New 7 $830
First Personal Financial Services 0.00% New 5 $593
Riverview Trust Co 0.00% New 4 $474
Claris Advisors, LLC / Mo / 0.00% New 3 $356
New Millennium Group LLC 0.00% Reduce -100.0% 3 $356
Private Wealth Management Group, LLC 0.00% New 2 $238
LGT Financial Advisors LLC 0.00% No change 2 $237
Mendota Financial Group, LLC 0.00% New 1 $119
Logan Capital Management Inc. 0.00% No change 1 $119
WestEnd Advisors, LLC 0.00% New 1 $119
Eagle Bay Advisors LLC 0.00% No change 1 $119
China Universal Asset Management Co., Ltd. 0.00% No change 1 $119
GW&K Investment Management, LLC 0.00% New 2 $0
PrairieView Partners, LLC 0.00% No change 8 $0

"% of holder's portfolio" is DELL's weight in each manager's 13F, not the share of Dell Technologies -C the manager owns.