Dell Technologies -CDELL

13F holders, Q4 2024 (December 31)
1,306holders +75
142new positions
129sold out
9famous investors
$115.32avg. 13F price*

At the end of Q4 2024, 1,306 institutions reported holding Dell Technologies -C (DELL) in their 13F filings, up 75 from Q3 2024. 142 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.6B). 9 famous investors held it, including Philippe Laffont (0.3% of Coatue Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions142$888.0M
Exits129$403.7M

All 13F filers, Q3 2024 → Q4 2024: 34,514,926 shares bought and 26,316,539 shares sold, net +8,198,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,306 holders

Vanguard Group Inc. 0.06% Add +10.5% 27,960,560 $3.2B
BlackRock, Inc. 0.05% Reduce -2.1% 22,305,829 $2.6B
State Street Corp. 0.06% Add +6.8% 13,641,622 $1.6B
Capital World Investors 0.22% Add +0.6% 12,460,949 $1.4B
Morgan Stanley 0.08% Add +0.5% 10,452,937 $1.2B
FMR LLC 0.07% Reduce -16.4% 9,950,178 $1.1B
Geode Capital Management, LLC 0.06% Add +8.7% 6,870,042 $789.7M
Bank of America Corp. 0.05% Reduce -7.9% 4,903,006 $565.0M
JPMorgan Chase & Co. 0.04% Reduce -4.5% 4,241,194 $488.8M
Norges Bank 0.06% Add +7.7% 3,948,536 $455.0M
Boston Partners 0.54% Reduce -25.4% 3,820,277 $440.2M
Northern Trust Corp. 0.05% Add +16.1% 3,317,258 $382.3M
Janus Henderson Group PLC 0.18% Add +160.5% 3,027,066 $348.8M
Deutsche Bank AG 0.14% Add +163.1% 3,020,306 $348.1M
LSV Asset Management 0.79% Reduce -12.1% 2,986,720 $344.2M
Bank of New York Mellon Corp 0.06% Add +63.6% 2,931,240 $337.8M
UBS Group AG 0.07% Add +47.0% 2,721,395 $313.6M
Invesco Ltd. 0.05% Add +2.4% 2,450,065 $282.3M
Michael & Susan Dell Foundation 14.21% New 2,300,000 $265.1M
DekaBank Deutsche Girozentrale 0.48% No change 2,239,931 $260.9M
Alkeon Capital Management LLC 1.50% Add +4.7% 2,246,777 $258.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +19.1% 2,225,212 $256.4M
Goldman Sachs Group Inc. 0.05% Reduce -2.7% 2,149,212 $247.7M
Nuveen Asset Management, LLC 0.07% Add +38.8% 2,092,295 $241.1M
Legal & General Group Plc 0.06% Add +5.2% 2,049,643 $236.2M
Charles Schwab Investment Management Inc. 0.04% Add +12.4% 1,938,713 $223.4M
Swedbank AB 0.27% Add +803.6% 1,901,112 $219.1M
First Trust Advisors LP 0.18% Add +19.6% 1,786,620 $205.9M
Royal Bank of Canada 0.04% Add +72.0% 1,778,710 $205.0M
Bahl & Gaynor LLC 0.98% Add +12.7% 1,605,248 $185.0M
Ameriprise Financial Inc. 0.05% Add +224.4% 1,564,196 $180.3M
HSBC Holdings PLC 0.10% Add +97.6% 1,431,135 $164.7M
Nordea Investment Management AB 0.16% Add +2.7% 1,350,773 $155.8M
Jane Street Group, LLC 0.25% Reduce -80.5% 1,348,344 $155.4M
Robeco Institutional Asset Management B.V. 0.28% Reduce -15.3% 1,266,477 $145.9M
Capula Management Ltd 0.99% New 1,250,000 $144.1M
Wells Fargo & Company 0.03% Add +10.8% 1,232,105 $142.0M
Franklin Resources Inc. 0.04% Add +18.6% 1,211,499 $139.6M
Susquehanna International Group, LLP 0.21% Add +82.5% 1,210,955 $139.6M
Jennison Associates LLC 0.08% Add +3.2% 1,165,754 $134.3M
National Bank of Canada 0.15% Reduce -2.7% 1,037,880 $119.6M
Amundi 0.04% Reduce -2.5% 940,578 $112.2M
Barclays PLC 0.05% Reduce -50.4% 961,399 $110.8M
Dimensional Fund Advisors LP 0.03% Add +5.0% 920,571 $106.1M
Swiss National Bank 0.07% Add +7.3% 896,008 $103.3M
Congress Asset Management Co. 0.68% New 875,297 $100.9M
Federated Hermes, Inc. 0.22% Add +25.8% 866,011 $99.8M
KBC Group NV 0.26% Add +633.9% 831,524 $95.8M
Manufacturers Life Insurance Company, The 0.08% Add +362.4% 807,576 $93.1M
Raymond James Financial Inc. 0.03% — 798,868 $92.1M
Alliancebernstein L.P. 0.03% Add +123.2% 788,950 $90.9M
Coatue Management 0.30% No change 767,896 $88.5M
BNP Paribas Financial Markets 0.07% Add +13.3% 731,973 $84.4M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +12.6% 727,334 $83.8M
Epoch Investment Partners, Inc. 0.39% Reduce -0.9% 701,877 $80.9M
Voya Investment Management LLC 0.10% Reduce -49.9% 698,608 $80.5M
Bank of Montreal 0.04% Add +25.2% 673,940 $77.7M
Neuberger Berman Group LLC 0.06% Reduce -1.4% 673,351 $77.6M
Macquarie Group Ltd. 0.09% Add +4.0% 669,768 $75.8M
CIBC Private Wealth Group LLC 0.13% Add +1.6% 623,439 $74.4M
National Pension Service 0.07% Add +3.0% 639,211 $73.7M
Walleye Trading LLC 1.45% Add +101.2% 638,822 $73.6M
Rhumbline Advisers 0.07% Add +4.0% 635,264 $73.2M
AustralianSuper Pty Ltd 0.34% Reduce -25.5% 622,787 $71.8M
Envestnet Asset Management Inc. 0.02% Add +7.3% 566,491 $65.3M
Lansforsakringar Fondforvaltning AB (publ) 0.25% — 565,764 $65.2M
T. Rowe Price Associates Inc. 0.01% Add +0.4% 553,802 $63.8M
Storebrand Asset Management As 0.18% Add +6.8% 517,165 $59.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +18.9% 487,777 $58.5M
Andra AP-fonden 0.94% Add +20.3% 507,210 $58.5M
California State Teachers Retirement System 0.07% Add +9.5% 505,496 $58.3M
Principal Financial Group Inc. 0.03% Add +7.5% 493,959 $56.9M
Nomura Asset Management Co. Ltd. 0.17% Add +477.2% 480,306 $55.4M
LPL Financial LLC 0.02% Add +2.9% 473,609 $54.6M
Mitsubishi UFJ Trust & Banking Corp 0.13% Add +5.7% 462,577 $53.3M
Natixis Advisors, LLC 0.10% Add +221.9% 460,535 $53.1M
Stifel Financial Corp. 0.05% Add +1.1% 454,532 $52.4M
California Public Employees Retirement System 0.03% Reduce -4.2% 444,548 $51.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +110.1% 433,181 $49.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Reduce -4.3% 424,456 $48.9M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +0.9% 419,000 $48.3M
First Pacific Advisors, LP 0.69% Reduce -3.2% 418,505 $48.2M
Citigroup Inc. 0.05% Add +18.5% 414,360 $47.8M
Primecap Management Co. 0.04% Reduce -2.3% 411,320 $47.4M
Todd Asset Management LLC 1.12% Add +1.6% 406,149 $46.8M
Allianz Asset Management GmbH 0.06% Reduce -16.8% 386,159 $44.5M
Millennium Management 0.04% Add +122.4% 360,186 $41.5M
Woodline Partners LP 0.27% New 349,824 $40.3M
AQR Capital Management 0.05% Reduce -67.0% 345,607 $39.8M
New York State Common Retirement Fund 0.05% Add +0.5% 338,444 $39.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% — 333,770 $38.5M
CANADA LIFE ASSURANCE Co 0.06% Add +10.4% 326,251 $37.6M
Twin Tree Management, LP 0.86% Add +91.7% 308,915 $35.6M
Impax Asset Management Group plc 0.16% Reduce -4.1% 307,884 $35.5M
Cercano Management LLC 0.90% New 307,210 $35.4M
Cibc World Market Inc. 0.08% Add +17.4% 301,073 $34.7M
Grand Alliance Asset Management Ltd 37.98% Reduce -9.1% 300,000 $34.6M
Caisse de depot et placement du Quebec 0.07% Reduce -14.0% 296,400 $34.2M
Teachers Retirement System of the State of Kentucky 0.29% Add +7.6% 284,100 $32.7M
D. E. Shaw & Co. 0.04% Reduce -56.3% 282,310 $32.5M
STRS Ohio 0.13% Reduce -1.3% 282,308 $32.5M
Pinebridge Investments, L.P. 0.24% New 278,756 $32.1M
Tidal Investments LLC 0.26% Add +85.9% 273,978 $31.6M
TD Asset Management Inc 0.03% Add +24.7% 268,766 $31.0M
Allspring Global Investments Holdings, LLC 0.05% Reduce -4.9% 263,320 $30.7M
Marex Group Ltd 0.50% Add +2088.6% 255,866 $29.5M
State Board of Administration of Florida Retirement System 0.06% Add +3.7% 255,685 $29.5M
Zurich Insurance Group Ltd 0.24% Reduce -43.2% 253,022 $29.2M
APG Asset Management N.V. 0.08% Add +139.2% 261,692 $29.1M
New York State Teachers Retirement System 0.06% Add +2.4% 250,721 $28.9M
Dana Investment Advisors, Inc. 0.88% Reduce -1.5% 232,023 $26.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +28.8% 227,000 $26.2M
Twin Focus Capital Partners, LLC 3.85% Reduce -14.4% 226,000 $26.0M
Korea Investment CORP 0.06% Reduce -6.6% 223,404 $25.7M
Freestone Grove Partners LP 0.31% — 221,291 $25.5M
Jasper Ridge Partners, L.P. 0.81% Add +0.5% 220,725 $25.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.40% Add +0.9% 211,485 $24.4M
Nitorum Capital, L.P. 2.78% Add +5.2% 210,020 $24.2M
Temasek Holdings (Private) Ltd 0.09% Add +10.9% 206,637 $23.8M
Cetera Investment Advisers 0.05% Reduce -1.8% 205,829 $23.7M
Ceredex Value Advisors LLC 0.48% Reduce -62.7% 205,200 $23.6M
Northwestern Mutual Wealth Management Co. 0.02% Add +11.0% 205,027 $23.6M
CW Advisors, LLC 0.32% Add +4026.8% 204,275 $23.5M
Schroder Investment Management Group 0.02% Add +21.4% 203,192 $23.3M
State of Wisconsin Investment Board 0.06% Add +13.2% 201,102 $23.2M
Honeycomb Asset Management LP 8.60% Add +300.0% 200,000 $23.0M
Cannell & Spears LLC 0.47% Add +1.3% 198,464 $22.9M
HighTower Advisors, LLC 0.03% Add +24.4% 197,277 $22.7M
Cable Car Capital, LP 1.73% New 196,500 $22.6M
Gotham Asset Management 0.21% Add +7.2% 193,961 $22.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +44.4% 192,248 $22.2M
Symmetry Investments LP 1.33% Add +3459.0% 192,188 $22.1M
Aviva PLC 0.06% Add +1709.4% 189,388 $21.8M
Raiffeisen Bank International AG 0.33% — 189,472 $21.8M
Pictet Asset Management Holding SA 0.02% Add +4.0% 186,992 $21.5M
Handelsbanken Fonder AB 0.08% Add +101.0% 183,991 $21.2M
Brandywine Global Investment Management, LLC 0.15% New 178,690 $20.6M
PEAK6 LLC 0.80% — 176,573 $20.3M
Prudential Financial Inc. 0.03% Reduce -22.7% 174,307 $20.1M
Sei Investments Co. 0.03% Reduce -10.4% 173,262 $20.0M
SPX Gestao de Recursos Ltda 2.98% New 171,000 $19.7M
Wolverine Trading, LLC 0.44% Reduce -8.4% 171,351 $19.7M
Credit Agricole S A 0.07% Add +109.5% 170,714 $19.7M
Williams Jones Wealth Management, LLC. 0.23% Add +75.7% 164,330 $18.9M
Chevy Chase Trust Holdings, LLC 0.06% Add +4.5% 162,195 $18.7M
Osaic Holdings, Inc. 0.04% Add +19.8% 161,483 $18.6M
Danske Bank A/S 0.06% Add +36.3% 160,204 $18.5M
Zevenbergen Capital Investments LLC 0.37% Add +5.7% 158,480 $18.3M
Silvercrest Asset Management Group LLC 0.12% Add +4528.8% 154,648 $17.8M
Citadel Advisors 0.02% Reduce -91.8% 154,553 $17.8M
Ofi Invest Asset Management 0.41% — 156,530 $17.4M
Commonwealth Equity Services, LLC 0.03% Add +3.5% 150,109 $17.3M
Rheos Capital Works Inc. 0.96% Reduce -25.0% 150,000 $17.3M
Lazard Asset Management LLC 0.03% Add +6.4% 149,270 $17.2M
Valley Wealth Managers, Inc. 1.25% Reduce -0.4% 145,627 $16.8M
Creative Planning 0.02% Add +44.1% 142,623 $16.4M
Treasurer of the State of North Carolina 0.06% Reduce -1.5% 141,915 $16.4M
Prudential PLC 0.08% Add +3.8% 141,702 $16.3M
O'shaughnessy Asset Management, LLC 0.14% Reduce -11.1% 138,484 $16.0M
Rockefeller Capital Management L.P. 0.04% Add +19.0% 138,395 $15.9M
Franklin Street Advisors Inc. 1.05% Add +17.8% 137,245 $15.8M
Russell Investments Group, Ltd. 0.02% Add +5.0% 134,841 $15.5M
McGowan Group Asset Management, Inc. 2.10% Add +0.4% 133,736 $15.4M
Liontrust Investment Partners LLP 0.22% Reduce -31.7% 133,190 $15.3M
Oaktop Capital Management Ii, L.P. 1.88% No change 130,619 $15.1M
Rwa Wealth Partners, LLC 0.19% Reduce -0.8% 130,532 $15.0M
Investment House LLC 0.81% Add +12.7% 129,551 $14.9M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +78.6% 125,000 $14.4M
Swiss Life Asset Management Ltd 0.11% Add +370.7% 124,938 $14.4M
Asset Management One Co., Ltd. 0.05% Reduce -3.1% 122,303 $14.3M
Chicago Capital, LLC 0.37% Reduce -0.1% 121,374 $14.0M
Public Employees Retirement System of Ohio 0.05% New 118,204 $13.6M
Panagora Asset Management Inc. 0.06% Add +934.6% 117,807 $13.6M
CSM Advisors, LLC 0.63% Reduce -2.7% 116,980 $13.5M
Hennessy Advisors Inc. 0.40% Add +3.7% 116,500 $13.4M
State of New Jersey Common Pension Fund D 0.05% Add +10.6% 116,295 $13.4M
Baird Financial Group, Inc. 0.03% Add +0.8% 115,628 $13.3M
Parallax Volatility Advisers, L.P. 0.34% Add +61.1% 115,554 $13.3M
Royal London Asset Management Ltd. 0.03% Add +36.2% 115,409 $13.3M
State of Tennessee, Department of Treasury 0.05% Add +7.7% 115,380 $13.3M
KLP Kapitalforvaltning As 0.06% — 114,000 $13.1M
Clough Capital Partners L P 1.49% Reduce -31.8% 112,660 $13.0M
Corient Private Wealth LP 0.02% Add +2.3% 120,269 $12.9M
Victory Capital Management Inc. 0.01% Reduce -51.7% 108,265 $12.5M
KADENSA CAPITAL Ltd 1.51% New 107,764 $12.4M
Rafferty Asset Management, LLC 0.04% Add +9.1% 106,912 $12.3M
Toronto Dominion Bank 0.02% Reduce -30.7% 105,077 $12.1M
Janney Montgomery Scott LLC 0.03% Add +7.8% 105,007 $12.1M
Evergreen Capital Management LLC 0.39% Reduce -0.5% 104,064 $12.0M
Farmers & Merchants Investments Inc. 0.37% Reduce -0.3% 102,885 $11.9M
Simplex Trading, LLC 0.33% Reduce -25.4% 102,172 $11.8M
Candriam S.C.A. 0.07% Add +1.9% 101,812 $11.7M
Mirae Asset Securities (usa) Inc. 0.55% New 101,258 $11.7M
Clearbridge Investments, LLC 0.01% Reduce -67.9% 100,385 $11.6M
Achmea Investment Management B.V. 0.19% Reduce -12.8% 100,376 $11.6M
Aberdeen Group plc 0.02% Reduce -5.2% 99,211 $11.4M
State of Michigan Retirement System 0.06% Add +6.3% 98,458 $11.3M
Beese Fulmer Investment Management, Inc. 0.97% Add +0.6% 98,426 $11.3M
Corebridge Financial, Inc. 0.06% Add +36.9% 96,223 $11.1M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Reduce -30.8% 95,289 $11.0M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -15.1% 94,335 $10.9M
Mn Services Vermogensbeheer B.V. 0.07% Add +1.7% 93,700 $10.8M
Strategic Wealth Investment Group, LLC 0.60% New 21,075 $10.8M
Brown Advisory Inc. 0.01% Add +17.9% 92,869 $10.7M
Resona Asset Management Co.,Ltd. 0.06% Add +7.7% 92,139 $10.6M
CastleKnight Management LP 1.24% Reduce -8.7% 92,350 $10.6M
DRW Securities, LLC 0.71% New 91,771 $10.6M
ACR Alpine Capital Research, LLC 0.23% Add +5.9% 90,396 $10.4M
Arizona State Retirement System 0.06% Add +11.9% 90,298 $10.4M
Vontobel Holding Ltd. 0.04% Reduce -27.3% 89,884 $10.4M
Portolan Capital Management, LLC 0.68% Add +366.8% 87,822 $10.1M
Truist Financial Corp. 0.02% Add +11.9% 83,338 $9.6M
DNB Asset Management AS 0.04% Add +10.5% 83,288 $9.6M
Mariner, LLC 0.02% Add +10.0% 83,209 $9.6M
AE Wealth Management LLC 0.08% Add +14.9% 82,599 $9.5M
MetLife Investment Management, LLC 0.05% Add +8.0% 82,569 $9.5M
Man Group plc 0.03% Reduce -24.4% 82,488 $9.5M
Carnegie Investment Counsel 0.27% Add +40.8% 81,330 $9.4M
Kessler Investment Group, LLC 4.36% Reduce -0.7% 79,823 $9.2M
Forsta Ap-Fonden 0.06% Reduce -11.4% 77,300 $8.9M
Mackenzie Financial Corp. 0.01% Add +17.7% 77,028 $8.9M
Concentric Capital Strategies, LP 0.56% Reduce -31.4% 76,826 $8.9M
Steamboat Capital Partners, LLC 2.75% Reduce -2.0% 76,824 $8.9M
Robeco Schweiz AG 0.19% Add +19.8% 76,300 $8.8M
Private Advisor Group, LLC 0.05% Add +24.2% 75,849 $8.7M
Federation des caisses Desjardins du Quebec 0.04% Reduce -33.3% 75,556 $8.7M
Sheaff Brock Investment Advisors, LLC 0.75% Reduce -3.3% 74,954 $8.6M
Oppenheimer Asset Management Inc. 0.10% Add +109.0% 74,499 $8.6M
Wellington Management Group LLP 0.00% Reduce -91.1% 74,387 $8.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Reduce -9.5% 74,332 $8.6M
United Capital Management of KS, Inc. 1.56% Add +2.9% 74,317 $8.6M
Private Advisory Group LLC 0.96% Add +149.4% 74,161 $8.5M
Eventide Asset Management, LLC 0.15% Reduce -17.5% 71,827 $8.3M
HUB Investment Partners, LLC 0.35% Add +21.8% 71,747 $8.3M
Richard C. Young & CO., LTD. 0.90% New 71,416 $8.2M
Comerica Bank 0.03% Add +10.4% 71,203 $8.2M
Kestra Advisory Services, LLC 0.04% Add +27.2% 71,135 $8.2M
Erste Asset Management GmbH 0.10% Reduce -1.7% 69,785 $8.2M
Blair William & Co. 0.02% Reduce -55.3% 70,615 $8.1M
Avalon Global Asset Management LLC 2.26% Add +133.3% 70,000 $8.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +14.7% 70,286 $8.1M
Fiduciary Trust Co 0.10% Add +116.8% 67,544 $7.8M
Gerber Kawasaki Wealth & Investment Management 0.34% Add +66.8% 67,447 $7.8M
Artemis Investment Management LLP 0.11% No change 67,085 $7.7M
Zweig-DiMenna Associates LLC 0.65% New 67,000 $7.7M
Czech National Bank 0.07% Add +13.7% 66,600 $7.7M
Retirement Systems of Alabama 0.03% Add +6.0% 66,504 $7.7M
UniSuper Management Pty Ltd 0.05% Add +13.0% 65,558 $7.6M
Shorepath Capital Management LLC 5.39% Add +14.4% 65,433 $7.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +4.3% 65,312 $7.5M
Bank of Nova Scotia 0.01% Add +52.4% 65,123 $7.5M
ProShare Advisors LLC 0.02% Add +22.8% 63,676 $7.3M
Castleark Management LLC 0.26% New 63,610 $7.3M
Focus Partners Wealth 0.02% Add +244.1% 63,523 $7.3M
USS Investment Management Ltd 0.05% Add +533.6% 63,356 $7.3M
Aquatic Capital Management LLC 0.20% New 62,792 $7.2M
Alyeska Investment Group, L.P. 0.03% Reduce -92.3% 62,357 $7.2M
Gateway Investment Advisers LLC 0.08% Add +3.7% 62,020 $7.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +29.4% 60,736 $7.0M
DJE Kapital AG 0.16% — 61,420 $7.0M
Woodmont Investment Counsel LLC 0.52% Add +24.0% 60,465 $7.0M
Maxi Investments CY Ltd 1.34% Add +70.3% 60,099 $6.9M
Lighthouse Investment Partners, LLC 0.27% Reduce -17.4% 60,045 $6.9M
BNP Paribas 0.10% No change 169 $6.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +19.6% 59,757 $6.9M
Campbell Capital Management Inc. 2.66% Add +1.1% 59,075 $6.8M
Sit Investment Associates Inc. 0.15% Add +106.5% 59,045 $6.8M
IFM Investors Pty Ltd 0.07% Reduce -3.3% 58,727 $6.8M
Quantinno Capital Management LP 0.07% Add +11.5% 57,713 $6.7M
Amalgamated Bank 0.05% Add +2.6% 57,678 $6.6M
IMC-Chicago, LLC 0.18% New 57,034 $6.6M
Meyer Handelman Co. 0.23% Add +41.6% 56,959 $6.6M
Wealthfront Advisers LLC 0.02% Add +8.3% 56,914 $6.6M
PNC Financial Services Group, Inc. 0.00% Add +15.9% 56,882 $6.6M
iA Global Asset Management Inc. 0.11% Add +395.8% 56,246 $6.5M
Laffer Tengler Investments, Inc. 1.55% Add +5.6% 55,782 $6.4M
Bearing Point Capital, LLC 1.33% — 55,495 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.3% 54,152 $6.2M
Foster & Motley Inc. 0.40% Reduce -2.5% 53,561 $6.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +6.4% 52,440 $6.1M
TB Alternative Assets Ltd. 1.58% Reduce -46.6% 53,133 $6.1M
Signet Financial Management, LLC 0.77% Reduce -1.7% 52,389 $6.0M
Mercer Global Advisors Inc. 0.01% Reduce -20.6% 52,214 $6.0M
M & L Capital Management Ltd 1.46% — 51,800 $6.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +10.2% 50,856 $5.9M
Payden & Rygel 0.50% Reduce -52.7% 50,400 $5.8M
Beacon Pointe Advisors, LLC 0.06% Add +1.2% 50,399 $5.8M
Canal Insurance CO 1.50% Add +66.7% 50,000 $5.8M
Nwam LLC 0.36% Add +2.3% 49,933 $5.8M
Walleye Capital LLC 0.06% Reduce -63.1% 49,881 $5.7M
Monte Financial Group, LLC 2.46% Add +0.0% 49,851 $5.7M
Squarepoint Ops LLC 0.01% Reduce -22.2% 49,061 $5.7M
Kendall Capital Management 1.65% Add +19.0% 48,950 $5.6M
Cibc World Markets Corp. 0.03% Add +26.4% 48,944 $5.6M
Greenwood Capital Associates LLC 0.73% Add +2.1% 48,881 $5.6M
NewEdge Advisors, LLC 0.03% Add +25.2% 48,600 $5.6M
CIBC Asset Management Inc 0.02% Add +14.4% 48,488 $5.6M
LGT Group Foundation 0.09% Add +3.4% 47,901 $5.5M
Scotia Capital Inc. 0.03% Add +2.4% 47,172 $5.4M
Xponance LLC 0.05% Add +11.3% 47,157 $5.4M
Ethic Inc. 0.11% Add +70.8% 46,783 $5.4M
Natixis 0.04% Add +21.4% 46,667 $5.4M
Utah Retirement Systems 0.06% Add +3.2% 46,473 $5.4M
Edmond DE Rothschild Holding S.A. 0.09% Add +10.3% 46,246 $5.3M
New York Life Investment Management LLC 0.05% Add +7.8% 46,194 $5.3M
Advisors Asset Management, Inc. 0.10% Add +41.3% 45,985 $5.3M
Magnetar Financial LLC 0.14% New 45,750 $5.3M
Simmons Bank 0.38% Add +3.3% 45,421 $5.2M
Viking Fund Management LLC 0.81% New 45,000 $5.2M
Atria Investments, Inc 0.06% Add +11.2% 44,943 $5.2M
NorthCrest Asset Manangement, LLC 0.15% Reduce -4.5% 44,764 $5.2M
Lake Street Advisors Group, LLC 0.24% Add +92.1% 44,629 $5.1M
Benson Investment Management Company, Inc. 2.13% Reduce -0.3% 44,410 $5.1M
Group One Trading LLC 0.17% Reduce -81.2% 43,346 $5.0M
Public Sector Pension Investment Board 0.02% Add +224.0% 43,261 $5.0M
Public Employees Retirement Association of Colorado 0.02% Add +14.4% 43,194 $5.0M
Integrated Advisors Network LLC 0.24% Reduce -4.4% 43,132 $5.0M
Texas Yale Capital Corp. 0.20% No change 42,941 $4.9M
Cadence Bank 0.34% New 42,914 $4.9M
Silver Lake Group, L.L.C. 0.05% Reduce -90.2% 42,256 $4.9M
Daiwa Securities Group Inc. 0.02% Add +17.3% 41,851 $4.8M
GLOBALT Investments LLC / GA 0.18% Add +0.4% 41,817 $4.8M
Polymer Capital Management (HK) LTD 0.84% Add +139.3% 41,397 $4.8M
Bulltick Wealth Management, LLC 1.12% Add +52.6% 41,298 $4.8M
&partners 0.06% Add +72.7% 39,977 $4.7M
Fred Alger Management, LLC 0.02% Reduce -93.2% 41,054 $4.7M
M&T Bank Corp 0.02% Add +4.2% 41,046 $4.7M
Westwood Holdings Group Inc. 0.04% Add +6.0% 40,556 $4.7M
Trajan Wealth LLC 0.26% Reduce -8.8% 40,416 $4.7M
L2 Asset Management, LLC 1.02% Add +49.9% 40,397 $4.7M
Capital International Sarl 0.11% Add +5.3% 40,266 $4.6M
Clearline Capital LP 0.61% Reduce -70.1% 39,666 $4.6M
Edge Capital Group, LLC 0.20% New 39,563 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% — 39,479 $4.5M
Nissay Asset Management Corp. /Japan 0.03% Add +11.9% 38,682 $4.5M
ING Groep NV 0.03% New 39,231 $4.5M
Cerity Partners LLC 0.01% Reduce -9.4% 38,471 $4.4M
MML Investors Services, LLC 0.02% Add +14.7% 38,445 $4.4M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -5.0% 38,379 $4.4M
Ellsworth Advisors, LLC 1.13% New 37,564 $4.3M
Deltec Asset Management LLC 0.85% Add +55.6% 37,097 $4.3M
Mutual of America Capital Management LLC 0.05% Add +4.0% 36,792 $4.2M
Leonteq Securities AG 0.42% Add +21.1% 36,736 $4.2M
Alberta Investment Management Corp 0.03% New 36,700 $4.2M
HTLF Bank 0.48% New 36,521 $4.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -34.0% 36,442 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +14.0% 35,947 $4.1M
Union Bancaire Privee, UBP SA 0.07% — 38,290 $4.1M
Sequoia Financial Advisors, LLC 0.04% Add +4.3% 35,613 $4.1M
Pacer Advisors, Inc. 0.01% Add +65.9% 35,453 $4.1M
Highland Capital Management, LLC 0.23% Add +273.8% 35,347 $4.1M
Fortem Financial Group, LLC 1.58% Add +1.5% 35,338 $4.1M
State of Alaska, Department of Revenue 0.05% Add +4.8% 35,020 $4.0M
Hennion & Walsh Asset Management, Inc. 0.18% Add +40.6% 34,862 $4.0M
Van Den Berg Management I, Inc. 1.16% New 34,805 $4.0M
NewEdge Wealth, LLC 0.07% Add +149.8% 34,623 $4.0M
Royal Fund Management, LLC 0.43% Reduce -7.9% 34,457 $4.0M
Yousif Capital Management, LLC 0.04% Add +2.3% 34,425 $4.0M
Robbins Farley 1.92% Add +0.4% 34,156 $3.9M
Elo Mutual Pension Insurance Co 0.08% Add +36.4% 33,893 $3.9M
Kieckhefer Group LLC 2.35% — 33,834 $3.9M
Avanza Fonder AB 0.12% — 33,814 $3.9M
Morse Asset Management, Inc 0.90% Add +58.0% 33,532 $3.9M
Wedbush Securities Inc. 0.14% Add +3.3% 33,371 $3.8M
Kera Capital Partners, Inc. 1.10% — 33,185 $3.8M
Transamerica Financial Advisors, LLC 0.38% Add +3312400.0% 33,125 $3.8M
Shorepoint Capital Partners LLC 0.87% Add +43.3% 33,028 $3.8M
US Bancorp \de 0.01% Add +10.8% 32,954 $3.8M
Axecap Investments, LLC 2.79% New 32,132 $3.7M
Farmers Trust Co. 0.68% Add +0.8% 31,699 $3.7M
Harvey Capital Management Inc. 0.85% Add +30.1% 31,250 $3.6M
Vestcor Inc 0.12% Add +56.6% 31,188 $3.6M
J. Safra Sarasin Holding AG 0.06% Add +3.9% 31,079 $3.6M
Fifth Third Bancorp 0.01% Add +14.1% 30,809 $3.6M
L & S Advisors Inc 0.44% Reduce -0.2% 30,807 $3.6M
Marks Group Wealth Management, Inc 0.35% Reduce -0.9% 30,651 $3.5M
Vestmark Advisory Solutions, Inc. 0.12% Add +198.6% 30,594 $3.5M
Empowered Funds, LLC 0.05% Add +12.9% 30,388 $3.5M
Ensign Peak Advisors, Inc 0.01% Add +107.6% 30,304 $3.5M
Highlander Partners, L.P. 1.96% No change 30,000 $3.5M
JBF Capital, Inc. 0.59% Reduce -60.0% 30,000 $3.5M
Occidental Asset Management, LLC 0.54% Add +10.9% 29,885 $3.4M
Left Brain Wealth Management, LLC 1.29% Reduce -1.7% 29,677 $3.4M
Nomura Holdings Inc. 0.02% Reduce -16.3% 29,478 $3.4M
Mizuho Securities USA LLC 0.06% Add +56.1% 29,112 $3.4M
Fagan Associates, Inc. 0.53% Add +181.3% 29,102 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Add +179.9% 28,924 $3.3M
Captrust Financial Advisors 0.01% Add +5.8% 28,906 $3.3M
Transform Wealth, LLC 0.18% Reduce -4.5% 28,783 $3.3M
Westpac Banking Corp. 0.22% Reduce -0.4% 28,783 $3.3M
Northwest & Ethical Investments L.P. 0.09% Add +12.8% 28,169 $3.2M
Ashford Capital Management Inc. 0.38% Add +86.9% 28,090 $3.2M
Guild Investment Management, Inc. 3.52% No change 28,060 $3.2M
Capital International Ltd. 0.13% Add +0.1% 27,803 $3.2M
Ritholtz Wealth Management 0.09% Reduce -8.3% 27,636 $3.2M
Schonfeld Strategic Advisors LLC 0.02% Reduce -89.2% 27,547 $3.2M
QRG Capital Management, Inc. 0.03% Add +1.6% 27,472 $3.2M
Front Row Advisors LLC 1.09% Add +0.0% 27,321 $3.1M
Stratos Wealth Partners, LTD. 0.04% Add +32.7% 26,936 $3.1M
AXA S.A. 0.01% Add +161.8% 26,644 $3.1M
Prospera Financial Services Inc 0.07% Add +58.5% 26,533 $3.1M
Oregon Public Employees Retirement Fund 0.06% Add +7.1% 26,353 $3.0M
American Century Companies Inc. 0.00% Add +6.3% 26,199 $3.0M
Hohimer Wealth Management, LLC 0.56% Add +0.7% 25,564 $2.9M
Dodge & Cox 0.00% Reduce -22.4% 25,265 $2.9M
Vest Financial, LLC 0.05% Add +61.8% 25,043 $2.9M
Advent Capital Management 5.52% New 25,000 $2.9M
New Age Alpha Advisors, LLC 0.12% No change 25,000 $2.9M
Tower Research Capital LLC (TRC) 0.06% Add +121.8% 24,902 $2.9M
Verition Fund Management LLC 0.01% Add +148.4% 24,784 $2.9M
Wesbanco Bank Inc. 0.10% Reduce -15.6% 24,631 $2.8M
U.S. Capital Wealth Advisors, LLC 0.09% Add +9.6% 24,550 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -45.4% 24,283 $2.8M
Balyasny Asset Management L.P. 0.01% Add +3.6% 24,226 $2.8M
Advisory Services Network, LLC 0.05% Add +22.8% 23,585 $2.7M
Comprehensive Financial Management LLC 0.07% No change 23,071 $2.7M
OMERS ADMINISTRATION Corp 0.02% Reduce -20.8% 22,676 $2.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +9.1% 22,556 $2.6M
Easterly Investment Partners LLC 0.20% Add +150.0% 22,500 $2.6M
Garner Asset Management Corp 1.18% Reduce -0.3% 22,437 $2.6M
Oak Harvest Investment Services 0.36% New 22,436 $2.6M
B. Riley Wealth Advisors, Inc. 0.08% Add +1.6% 22,422 $2.6M
KMG Fiduciary Partners, LLC 0.21% Add +16.9% 22,417 $2.6M
Hudson Canyon Capital Management 1.67% Add +14.4% 22,250 $2.6M
Cwm, LLC 0.01% Add +0.6% 22,150 $2.6M
Horizon Investments, LLC 0.07% Add +463.9% 22,054 $2.5M
Kingswood Wealth Advisors, LLC 0.19% Reduce -9.6% 21,937 $2.5M
Commerce Bank 0.02% Add +2.4% 21,867 $2.5M
Arlington Capital Management, Inc. 1.74% Add +538.8% 21,858 $2.5M
G&S Capital LLC 1.04% Add +95.9% 21,785 $2.5M
Formidable Asset Management, LLC 0.41% Add +2.7% 21,725 $2.5M
Citizens Business Bank 0.60% Reduce -31.4% 21,717 $2.5M
Sunbelt Securities, Inc. 0.22% Add +0.0% 21,630 $2.5M
Hunting Hill Global Capital, LLC 1.11% No change 21,535 $2.5M
Gulf International Bank (UK) Ltd 0.06% Reduce -0.5% 21,503 $2.5M
Princeton Capital Management LLC 0.76% Add +18.0% 21,352 $2.5M
Gabelli Funds LLC 0.02% Reduce -2.1% 21,300 $2.5M
Caprock Group, LLC 0.08% Reduce -8.4% 21,170 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +3.3% 21,008 $2.4M
First Hawaiian Bank 0.08% Add +52.5% 20,868 $2.4M
Pitcairn Co. 0.14% Reduce -10.1% 20,751 $2.4M
Ogorek Anthony Joseph /NY/ 0.76% Reduce -1.3% 20,690 $2.4M
Nvwm, LLC 0.60% Add +1.6% 20,491 $2.4M
Bay Rivers Group 1.14% New 20,364 $2.3M
TD Waterhouse Canada Inc. 0.02% Add +12.6% 20,276 $2.3M
Banco BTG Pactual S.A. 0.55% Add +54.6% 20,000 $2.3M
Capital Analysts, LLC 0.09% Reduce -0.8% 20,225 $2.3M
Parsons Capital Management Inc. 0.12% Add +71.5% 19,953 $2.3M
AMJ Financial Wealth Management 0.64% New 19,934 $2.3M
Lifeworks Advisors, LLC 0.41% New 19,850 $2.3M
Kentucky Retirement Systems 0.07% Reduce -1.4% 19,769 $2.3M
International Assets Investment Management, LLC 0.19% Reduce -4.5% 19,549 $2.3M
Stamos Capital Partners, L.P. 0.53% Reduce -34.8% 19,700 $2.3M
NorthCoast Asset Management LLC 0.01% Add +13.7% 19,668 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Add +1.1% 19,376 $2.2M
Citizens National Bank Trust Department 0.47% Add +21.8% 19,289 $2.2M
Intech Investment Management LLC 0.02% Add +4.5% 19,282 $2.2M
Thompson Siegel & Walmsley LLC 0.03% Reduce -40.6% 19,260 $2.2M
Advisors Management Group Inc. 0.52% Add +5.8% 19,114 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -40.4% 19,107 $2.2M
Hartford Investment Management Co. 0.07% Add +4.9% 19,012 $2.2M
Great Lakes Retirement, Inc. 0.28% Reduce -1.0% 18,981 $2.2M
Teacher Retirement System of Texas 0.01% Reduce -77.4% 18,709 $2.2M
Mengis Capital Management, Inc. 0.44% Add +3.8% 18,560 $2.1M
Horizon Investment Services, LLC 0.91% Reduce -50.2% 18,509 $2.1M
IPG Investment Advisors LLC 0.48% Add +31.6% 18,300 $2.1M
TKG Advisors, LLC 0.97% Add +102.8% 18,455 $2.1M
JT Stratford LLC 0.34% Add +13.2% 18,101 $2.1M
Institute for Wealth Management, LLC. 0.26% Add +2.7% 18,072 $2.1M
HB Wealth Management, LLC 0.02% Reduce -4.5% 17,910 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -10.7% 17,901 $2.1M
Holderness Investments Co. 0.45% Reduce -20.6% 17,689 $2.0M
Slagle Financial, LLC 0.92% Reduce -3.6% 17,649 $2.0M
Argyle Capital Management, LLC 0.80% Add +38.8% 17,576 $2.0M
Aspire Private Capital, LLC 0.50% Add +8.3% 17,497 $2.0M
Atlas Capital Advisors Inc. 0.26% Reduce -0.5% 17,381 $2.0M
Sawgrass Asset Management LLC 0.22% Add +17.1% 17,254 $2.0M
Panoramic Capital, LLC 1.56% — 17,063 $2.0M
Flputnam Investment Management Co. 0.04% Reduce -9.4% 17,063 $2.0M
RBF Capital, LLC 0.10% Reduce -32.0% 17,000 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +93.8% 16,765 $1.9M
National Philanthropic Trust 0.03% No change 16,656 $1.9M
Berkshire Asset Management LLC 0.09% Reduce -0.0% 16,876 $1.9M
AIA Group Ltd 0.05% New 16,636 $1.9M
Brookstone Capital Management 0.03% Add +448.0% 16,599 $1.9M
NFSG Corp 0.49% Add +163.6% 16,566 $1.9M
Louisiana State Employees Retirement System 0.04% Add +1.9% 16,500 $1.9M
Securian Asset Management, Inc. 0.06% Add +3.2% 16,418 $1.9M
Altman Advisors, Inc. 0.80% Add +2.1% 16,313 $1.9M
Optimize Financial Inc. 1.40% — 16,226 $1.9M
Foresight Capital Management Advisors, Inc. 1.08% Add +10.0% 16,018 $1.8M
Evercore Wealth Management, LLC 0.03% No change 16,001 $1.8M
Freemont Management S.A. 0.91% New 16,000 $1.8M
Savant Capital, LLC 0.01% Reduce -42.0% 15,964 $1.8M
ExodusPoint Capital Management, LP 0.02% New 15,867 $1.8M
Parker Investment Management, LLC 0.28% Add +7.3% 15,855 $1.8M
Metis Global Partners, LLC 0.05% Add +4.2% 15,805 $1.8M
Little House Capital LLC 0.52% Reduce -31.6% 15,782 $1.8M
Titleist Asset Management, LLC 0.21% Add +92.2% 15,657 $1.8M
J.W. Cole Advisors, Inc. 0.07% Reduce -0.5% 15,586 $1.8M
Burney Co./ 0.06% New 15,438 $1.8M
Entropy Technologies, LP 0.18% Reduce -7.7% 15,415 $1.8M
HCR Wealth Advisors 0.22% Add +2.9% 15,347 $1.8M
Pinnacle Associates Ltd. 0.02% New 15,347 $1.8M
Bessemer Group Inc. 0.00% Add +7.5% 15,341 $1.8M
NEOS Investment Management LLC 0.04% New 15,317 $1.8M
Prelude Capital Management, LLC 0.15% Reduce -5.5% 15,194 $1.8M
Arrow Capital Pty Ltd 1.58% — 15,000 $1.7M
Alight Capital Management LP 0.58% Reduce -57.1% 15,000 $1.7M
Edgewood Management LLC 0.01% New 15,000 $1.7M
Watts Gwilliam & Co., LLC 0.37% Reduce -10.6% 14,246 $1.7M
Capital International, Inc. 0.02% Reduce -1.6% 14,956 $1.7M
MAI Capital Management 0.01% Add +73.4% 14,869 $1.7M
Thrivent Financial for Lutherans 0.00% Add +6.1% 14,868 $1.7M
MRP Capital Investments, LLC 1.56% Reduce -1.7% 14,850 $1.7M
Bridgewater Advisors Inc. 0.18% Add +1.6% 15,665 $1.7M
Independent Solutions Wealth Management, LLC 0.37% Reduce -8.2% 14,792 $1.7M
FIL Ltd 0.00% Reduce -93.4% 14,787 $1.7M
Fulton Bank, N.A. 0.07% Reduce -1.9% 14,710 $1.7M
Arkadios Wealth Advisors 0.09% Add +12.1% 14,704 $1.7M
Kercheville Advisors, LLC 0.66% Reduce -6.4% 14,652 $1.7M
Sky Investment Group LLC 0.32% New 14,640 $1.7M
BDF-Gestion 0.17% Reduce -11.5% 14,637 $1.7M
Udine Wealth Management, Inc. 1.08% Add +2.2% 14,629 $1.7M
Maryland State Retirement & Pension System 0.04% Reduce -7.4% 14,515 $1.7M
Invictus Private Wealth, LLC 0.13% New 14,500 $1.7M
Icon Wealth Advisors, LLC 0.14% Add +18.4% 14,412 $1.7M
Milestones Administradora de Recursos Ltda. 0.84% No change 14,400 $1.7M
Atria Wealth Solutions, Inc. 0.02% Add +9.3% 14,393 $1.7M
Mirador Capital Partners LP 0.30% Add +0.6% 14,189 $1.6M
CSS LLC 0.30% Add +1.7% 14,140 $1.6M
Vident Advisory, LLC 0.03% Add +38.0% 13,990 $1.6M
Composition Wealth, LLC 0.03% Add +9.2% 13,825 $1.6M
New Mexico Educational Retirement Board 0.05% Reduce -2.1% 13,700 $1.6M
FCG Investment Co 0.95% Reduce -0.0% 13,597 $1.6M
1858 Wealth Management, LLC 1.24% Add +270.6% 13,573 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.12% New 13,487 $1.6M
Lineweaver Wealth Advisors, LLC 0.29% Reduce -6.4% 13,396 $1.5M
Allianz SE 0.04% Reduce -18.1% 13,429 $1.5M
Investment Management Corp of Ontario 0.05% Add +43.0% 13,350 $1.5M
Clarity Capital Partners LLC 0.79% Add +8.4% 13,283 $1.5M
Lido Advisors, LLC 0.01% Add +49.5% 13,248 $1.5M
Kestra Investment Management, LLC 0.06% Reduce -8.6% 13,049 $1.5M
Affinity Investment Advisors, LLC 1.25% Reduce -21.1% 13,032 $1.5M
Legacy Capital Wealth Management, LLC 1.49% — 13,018 $1.5M
PKO BP BANKOWY Universal Pension Society JSC 1.25% — 13,000 $1.5M
Kestra Private Wealth Services, LLC 0.03% Add +14.6% 12,823 $1.5M
InTrack Investment Management Inc 1.03% Add +150.2% 13,516 $1.5M
Sowell Financial Services LLC 0.08% New 12,759 $1.5M
PFG Investments, LLC 0.09% Add +17.0% 12,674 $1.5M
Avantax Advisory Services, Inc. 0.01% Reduce -12.2% 12,628 $1.5M
Salem Investment Counselors Inc. 0.05% Add +2.8% 12,617 $1.5M
Capstone Investment Advisors, LLC 0.02% Add +146.5% 12,573 $1.4M
ARS Investment Partners, LLC 0.13% Add +19.5% 12,545 $1.4M
Delphi Management Inc. 1.36% Add +3.3% 12,255 $1.4M
Vise Technologies, Inc. 0.12% Add +69.0% 12,204 $1.4M
BSW Wealth Partners 0.21% Add +2.5% 12,197 $1.4M
Ieq Capital, LLC 0.01% Reduce -13.4% 12,148 $1.4M
Sharpepoint LLC 1.25% — 12,072 $1.4M
Perigon Wealth Management, LLC 0.03% Add +48.8% 12,610 $1.4M
Plato Investment Management Ltd 0.10% Reduce -13.0% 11,927 $1.4M
Intrepid Financial Planning Group LLC 0.58% Reduce -0.6% 11,932 $1.4M
Beck Bode, LLC 0.25% Reduce -4.2% 11,927 $1.4M
M&G PLC 0.01% No change 11,797 $1.4M
Viawealth, LLC 0.82% Add +6.4% 11,762 $1.4M
Jackson Square Capital, LLC 0.33% Add +8.7% 11,752 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +15.8% 11,666 $1.3M
Siemens Fonds Invest GmbH 0.14% Add +290.9% 11,542 $1.3M
Jones Financial Companies LLLP 0.00% Add +79.5% 11,384 $1.3M
Vectors Research Management, LLC 0.44% Reduce -9.9% 11,225 $1.3M
Humankind Investments LLC 0.33% Reduce -11.5% 11,152 $1.3M
Snowden Capital Advisors LLC 0.04% Add +16.0% 11,042 $1.3M
Burns J W & Co. Inc. 0.16% New 11,035 $1.3M
Strategic Investment Advisors / MI 0.13% Reduce -10.7% 11,020 $1.3M
Marathon Trading Investment Management LLC 0.21% New 11,000 $1.3M
Mgo One Seven LLC 0.05% Add +19.7% 10,995 $1.3M
Zions Bancorporation, N.A. 0.08% Add +53.7% 10,985 $1.3M
Moors & Cabot, Inc. 0.06% Add +129.1% 10,946 $1.3M
SteelPeak Wealth, LLC 0.05% Add +216.8% 10,890 $1.3M
J.P. Marvel Investment Advisors, LLC 0.21% No change 10,816 $1.2M
Cladis Investment Advisory, LLC 0.88% Add +19.4% 10,780 $1.2M
Thoroughbred Financial Services, LLC 0.08% Reduce -1.0% 10,778 $1.2M
Norinchukin Bank, The 0.03% Add +3.5% 10,741 $1.2M
Trust Investment Advisors 0.79% New 10,695 $1.2M
Geneos Wealth Management Inc. 0.04% Reduce -58.0% 10,588 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Add +2.9% 10,567 $1.2M
Compass Capital Corp. /Ma/ 0.47% — 10,768 $1.2M
Nisa Investment Advisors, LLC 0.00% Add +31.2% 10,512 $1.2M
Triglav Investments, D.O.O. 0.10% — 10,500 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -37.4% 10,466 $1.2M
Applied Finance Capital Management, LLC 0.05% Add +22.2% 10,429 $1.2M
Trust Asset Management LLC 0.09% No change 10,277 $1.2M
Stephens Inc. 0.02% Reduce -0.7% 10,210 $1.2M
Alamar Capital Management, LLC 0.64% Reduce -1.9% 10,204 $1.2M
Ballentine Partners, LLC 0.02% Reduce -3.2% 10,192 $1.2M
SIH Partners, LLLP 0.08% New 10,155 $1.2M
Acadian Asset Management LLC 0.00% Reduce -91.0% 10,169 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -97.4% 10,136 $1.2M
Beaumont Financial Advisors, LLC 0.09% Add +0.2% 10,124 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +2.3% 10,107 $1.2M
Defender Capital, LLC. 0.43% Reduce -0.1% 10,095 $1.2M
Farther Finance Advisors, LLC 0.04% Add +1101.0% 10,088 $1.2M
Greenleaf Trust 0.01% Add +8.8% 10,036 $1.2M
Mork Capital Management, LLC 0.76% No change 10,000 $1.2M
Murchinson Ltd. 0.55% New 10,000 $1.2M
APG Asset Management US Inc. 0.01% Reduce -53.0% 9,985 $1.2M
Tennessee Valley Asset Management Partners 0.19% Add +7.8% 9,882 $1.1M
Los Angeles Capital Management LLC 0.00% Add +204.8% 9,860 $1.1M
Burling Wealth Partners, LLC 0.23% — 9,828 $1.1M
Sigma Planning Corp 0.04% Add +25.1% 9,823 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +7.0% 9,753 $1.1M
Hantz Financial Services, Inc. 0.02% New 9,673 $1.1M
Gladstone Institutional Advisory LLC 0.05% Add +17.2% 9,656 $1.1M
Whittier Trust Co. 0.01% Reduce -3.3% 9,618 $1.1M
Guggenheim Capital LLC 0.01% Reduce -51.7% 9,614 $1.1M
New Century Financial Group, LLC 0.47% New 9,163 $1.1M
Somerset Group LLC 1.00% Reduce -1.0% 9,490 $1.1M
Allstate Corp. 0.03% New 9,397 $1.1M
Ossiam 0.02% Add +356.9% 9,361 $1.1M
Avior Wealth Management, LLC 0.04% Add +77.0% 9,357 $1.1M
Bleakley Financial Group, LLC 0.03% Reduce -2.4% 9,342 $1.1M
Canada Pension Plan Investment Board 0.00% Reduce -98.2% 9,297 $1.1M
NWF Advisory Services Inc. 0.16% Add +384.8% 9,250 $1.1M
Seed Wealth Management, Inc. 0.85% No change 9,175 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +12.3% 9,170 $1.1M
Empire Financial Management Company, LLC 0.32% Reduce -20.4% 9,000 $1.0M
Choreo, LLC 0.01% Add +17.0% 8,975 $1.0M
Principal Securities, Inc. 0.02% Add +53.5% 8,900 $1.0M
Greystone Financial Group, LLC 0.18% New 8,853 $1.0M
Courier Capital LLC 0.07% Reduce -23.6% 8,784 $1.0M
Blueshift Asset Management, LLC 0.37% New 8,752 $1.0M
Shelton Wealth Management, LLC 0.55% New 8,749 $1.0M
GeoWealth Management, LLC 0.03% Add +49.1% 8,654 $997K
Dynasty Wealth Management, LLC 0.02% Reduce -2.5% 8,631 $995K
HighPoint Advisor Group LLC 0.05% Add +8.5% 8,846 $986K
Zhang Financial LLC 0.06% Add +19.1% 8,525 $982K
Glenmede Trust Co. NA 0.00% Add +2.3% 8,328 $960K
Engineers Gate Manager LP 0.02% Reduce -57.8% 8,271 $953K
Clear Harbor Asset Management, LLC 0.08% Add +2.7% 8,191 $944K
Westbourne Investments, Inc. 0.55% — 8,151 $939K
Empower Advisory Group, LLC 0.00% Reduce -23.0% 8,135 $937K
Ascentis Independent Advisors 0.18% Add +1.9% 8,124 $936K
Lingohr Asset Management GmbH 1.93% Add +42.7% 8,143 $931K
Silvant Capital Management LLC 0.04% No change 8,009 $923K
Intellectus Partners, LLC 0.20% Add +139.0% 8,006 $923K
Pacific Point Advisors, LLC 0.56% — 8,000 $922K
SVB Wealth LLC 0.02% New 7,922 $913K
Argent Trust Co 0.04% Add +3.3% 7,878 $908K
Oxford Asset Management LLP 0.42% Add +245.8% 7,874 $907K
Pallas Capital Advisors LLC 0.04% Reduce -13.0% 7,828 $902K
Mayflower Financial Advisors, LLC 0.13% Add +273.4% 7,823 $902K
Waverly Advisors, LLC 0.01% Add +54.0% 7,794 $898K
Citizens Financial Group Inc. 0.02% Add +6.6% 7,790 $898K
Hilltop Holdings Inc. 0.06% Add +42.7% 7,762 $894K
Element Pointe Advisors, LLC 0.21% No change 7,719 $890K
Centaurus Financial, Inc. 0.05% Add +25.2% 7,695 $887K
Allworth Financial LP 0.00% Add +60.6% 7,607 $876K
TD Private Client Wealth LLC 0.02% Add +1.0% 7,533 $868K
Maverick Capital 0.02% Reduce -77.9% 7,493 $863K
Austin Private Wealth, LLC 0.08% Add +31.5% 7,473 $861K
IronOak Wealth LLC. 0.96% — 7,460 $860K
Cornerstone Wealth Management, LLC 0.06% New 7,425 $856K
Praxis Investment Management Inc. 0.06% New 7,410 $854K
Enclave Advisors LLC 0.14% New 7,361 $848K
bLong Financial, LLC 0.70% — 7,347 $847K
Alps Advisors Inc. 0.01% Reduce -23.6% 7,295 $841K
LBP Am SA 0.01% No change 7,278 $839K
KRS Capital Management, LLC 0.59% Reduce -4.3% 7,271 $838K
IHT Wealth Management, LLC 0.03% Reduce -19.1% 7,236 $834K
Jacobs Levy Equity Management, Inc. 0.00% No change 7,190 $829K
Cookson Peirce & Co. Inc. 0.04% New 7,176 $827K
Round Rock Advisors LLC 0.17% Reduce -6.2% 7,176 $827K
Violich Capital Management, Inc. 0.11% No change 7,168 $826K
Integrated Wealth Concepts LLC 0.01% Add +11.5% 7,153 $824K
Bayesian Capital Management, LP 0.10% Reduce -87.8% 7,100 $818K
GAMCO Investors 0.01% Reduce -2.1% 7,080 $816K
Triton Financial Group Inc 0.51% Add +26.1% 7,061 $814K
Disciplined Equity Management, Inc. 0.52% Add +0.6% 7,010 $808K
Ceeto Capital Group, LLC 0.30% Add +40.0% 7,000 $807K
Fayez Sarofim & Co 0.00% No change 6,954 $801K
North Star Investment Management Corp. 0.06% Reduce -23.1% 6,943 $800K
Gifford Fong Associates 0.20% No change 6,946 $800K
Clarus Wealth Advisors 0.39% Add +15.7% 7,191 $792K
Stratos Wealth Advisors, LLC 0.04% New 6,870 $792K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +68.6% 6,794 $783K
Reliant Investment Partners, LLC 0.69% — 6,762 $779K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -41.6% 6,732 $776K
Compound Planning, Inc. 0.04% Reduce -2.4% 6,709 $773K
StoneX Group Inc. 0.04% Add +203.2% 6,707 $773K
Kanawha Capital Management LLC 0.06% No change 6,691 $771K
Wahed Invest LLC 0.13% Add +0.7% 6,645 $766K
SBI Securities Co., Ltd. 0.02% — 6,598 $760K
Penserra Capital Management LLC 0.01% Reduce -58.6% 6,619 $760K
Patten & Patten Inc. 0.05% No change 6,573 $757K
Park Place Capital Corp 0.21% Add +15.2% 6,557 $756K
Guyasuta Investment Advisors Inc. 0.05% Add +0.0% 6,548 $755K
EP Wealth Advisors, LLC 0.01% Add +17.1% 6,528 $752K
Raleigh Capital Management Inc. 0.29% Reduce -10.7% 6,504 $750K
Independent Financial Group, LLC 0.02% Reduce -13.5% 6,502 $749K
Persium Advisors, LLC 0.74% — 6,477 $746K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +13.0% 5,852 $744K
Renasant Bank 0.48% Add +15.0% 6,436 $742K
Tradewinds, LLC. 0.21% Reduce -25.0% 6,681 $741K
Capital Group Investment Management Pte. LTD. 0.14% Add +7.0% 6,318 $728K
Gables Capital Management Inc. 0.35% Reduce -13.1% 6,290 $725K
Advisor OS, LLC 0.08% Add +69.8% 6,246 $720K
American State Bank (Iowa) 0.43% No change 6,231 $718K
E Fund Management Co., Ltd. 0.04% Add +50.0% 6,231 $718K
Avity Investment Management Inc. 0.06% Reduce -8.5% 6,220 $717K
D.A. Davidson & Co. 0.01% Reduce -18.2% 6,213 $716K
Apollon Wealth Management, LLC 0.02% Reduce -10.3% 6,213 $716K
Richard W. Paul & Associates, LLC 0.26% Reduce -4.8% 6,190 $713K
Private Wealth Partners, LLC 0.05% Add +13.1% 6,186 $713K
Hara Capital LLC 0.45% No change 6,166 $711K
Cornercap Investment Counsel Inc. 0.22% Reduce -3.7% 6,016 $693K
Future Fund LLC 1.98% New 6,000 $691K
One68 Global Capital, LLC 0.37% — 6,000 $691K
Ascent Group, LLC 0.05% Reduce -13.3% 5,970 $688K
Fisher Asset Management 0.00% New 5,945 $685K
Midwest Professional Planners, LTD. 0.20% Add +6.9% 5,945 $685K
Voya Financial Advisors, Inc. 0.07% Add +11.5% 5,965 $685K
Opinicus Capital, Inc. 0.57% Add +14.1% 5,883 $678K
Parallel Advisors, LLC 0.02% Add +8.9% 5,876 $677K
De Lisle Partners LLP 0.10% No change 5,800 $668K
Signaturefd, LLC 0.01% Add +0.8% 5,730 $660K
Severin Investments, LLC 0.66% — 5,714 $658K
Townsquare Capital LLC 0.01% Add +21.0% 5,689 $656K
True Vision MN LLC 0.39% Reduce -1.8% 5,672 $654K
Abn Amro Investment Solutions 0.01% Reduce -66.4% 5,665 $653K
Profund Advisors LLC 0.02% Reduce -8.8% 5,656 $652K
Garrison Point Advisors, LLC 0.31% New 5,634 $649K
Independent Advisor Alliance 0.01% Add +63.9% 5,611 $647K
Weiss Asset Management LP 0.02% New 5,539 $638K
Elevation Point Wealth Partners, LLC 0.05% Reduce -18.9% 5,517 $636K
AlphaCore Capital LLC 0.14% Reduce -1.7% 5,434 $626K
Ameritas Advisory Services, LLC 0.02% Add +1.7% 5,408 $623K
Aptus Capital Advisors, LLC 0.01% Add +43.3% 5,348 $616K
Blue Capital, Inc. 0.43% — 5,232 $603K
Banco Santander, S.A. 0.01% No change 5,203 $600K
Tiaa Trust, National Association 0.00% Add +7.3% 5,192 $598K
Frank, Rimerman Advisors LLC 0.04% Reduce -64.0% 5,147 $593K
Keybank National Association 0.00% Add +72.5% 5,114 $589K
Beverly Hills Private Wealth, LLC 0.12% Add +47.8% 5,112 $589K
Dorsey & Whitney Trust CO LLC 0.03% Add +18.3% 5,100 $588K
High Net Worth Advisory Group LLC 0.16% New 5,020 $579K
Lindenwold Advisors, INC 0.31% Reduce -46.6% 5,001 $576K
Brevan Howard Capital Management LP 0.01% New 5,000 $576K
United Capital Financial Advisors, LLC 0.00% Add +10.8% 4,988 $575K
Cache Advisors, LLC 0.24% — 4,961 $572K
Boothbay Fund Management, LLC 0.02% Reduce -98.3% 4,948 $570K
MADDEN SECURITIES Corp 0.23% New 4,935 $569K
SOL Capital Management CO 0.06% Reduce -6.8% 4,912 $566K
KG Capital Management 0.18% Reduce -15.3% 4,891 $564K
CENTRAL TRUST Co 0.01% Add +552.8% 4,863 $560K
Hilltop National Bank 0.17% Reduce -4.1% 4,860 $560K
Venturi Wealth Management, LLC 0.03% Reduce -40.1% 4,849 $559K
Sentry Investment Management LLC 0.26% New 4,785 $551K
Equitable Holdings, Inc. 0.01% Add +17.7% 4,738 $546K
Argus Investors' Counsel, Inc. 0.36% Reduce -8.4% 4,698 $541K
IFP Advisors, Inc 0.02% Add +31.9% 4,654 $537K
McCarter Private Wealth Services LLC 0.34% Add +127.2% 4,655 $536K
Cyndeo Wealth Partners, LLC 0.04% Add +0.2% 4,636 $534K
Bridgefront Capital, LLC 0.18% New 4,626 $533K
Summit Financial, LLC 0.02% Add +4.7% 4,598 $530K
Kathmere Capital Management, LLC 0.05% Reduce -2.2% 4,595 $530K
Essex Financial Services, Inc. 0.04% Add +60.2% 4,594 $529K
Ashton Thomas Private Wealth, LLC 0.02% New 4,572 $527K
Mufg Securities Americas Inc. 0.07% — 4,535 $523K
Silver Oak Securities, Incorporated 0.05% Add +89.0% 4,551 $523K
Qtron Investments LLC 0.07% New 4,501 $519K
Canada Post Corp Registered Pension Plan 0.03% — 4,500 $519K
OneDigital Investment Advisors LLC 0.01% Add +12.4% 4,492 $518K
Asset Dedication, LLC 0.04% Reduce -12.3% 4,478 $516K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -91.0% 4,319 $507K
Park Avenue Securities LLC 0.01% Add +33.8% 4,395 $506K
LRI Investments, LLC 0.05% Add +272.4% 4,390 $506K
Foundations Investment Advisors, LLC 0.01% Add +17.5% 4,388 $506K
West Paces Advisors Inc. 0.12% Add +1.3% 4,338 $500K
Howard Capital Management, LLC 0.01% Add +154.6% 4,313 $497K
Quarry LP 0.10% Add +470.4% 4,267 $492K
Monument Capital Management 0.14% Reduce -8.0% 4,265 $492K
Chicago Partners Investment Group LLC 0.02% Add +0.8% 4,105 $490K
Cary Street Partners Financial LLC 0.02% — 4,219 $486K
First Bank & Trust 0.09% Reduce -6.1% 4,214 $486K
Orion Porfolio Solutions, LLC 0.00% Add +80.9% 4,195 $483K
Orion Portfolio Solutions, LLC 0.00% Add +80.9% 4,195 $483K
Auto-Owners Insurance Co 0.01% No change 4,147 $478K
MN Wealth Advisors, LLC 0.27% Add +91.9% 4,140 $477K
Flagship Harbor Advisors, LLC 0.03% Add +59.1% 4,136 $477K
Tritonpoint Wealth, LLC 0.04% Add +3.4% 4,131 $476K
Exencial Wealth Advisors, LLC 0.02% Add +0.2% 4,117 $474K
Great Valley Advisor Group, Inc. 0.01% Reduce -37.8% 4,067 $469K
GPS Wealth Strategies Group, LLC 0.06% Reduce -27.3% 4,067 $469K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -1.1% 4,035 $465K
Global Retirement Partners, LLC 0.01% Reduce -29.0% 4,033 $465K
GM Advisory Group, LLC 0.03% Add +31.1% 4,027 $464K
Gator Capital Management, LLC 0.17% No change 4,000 $461K
Belmont Capital, LLC 0.07% Reduce -46.7% 4,000 $461K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% New 4,000 $461K
Aft, Forsyth & Company, Inc. 0.23% Reduce -13.1% 3,990 $460K
M3 Advisory Group, LLC 0.33% Add +2.2% 3,988 $460K
Manchester Capital Management LLC 0.05% Add +6.9% 3,977 $458K
SeaCrest Wealth Management, LLC 0.05% Reduce -59.5% 3,974 $458K
Fort Washington Investment Advisors Inc. 0.00% Reduce -11.8% 3,974 $458K
Concurrent Investment Advisors, LLC 0.01% Add +0.8% 3,952 $455K
First Dallas Securities Inc. 0.19% Reduce -20.6% 3,945 $455K
Beacon Financial Group 0.05% Reduce -1.9% 3,932 $453K
Schechter Investment Advisors, LLC 0.03% Reduce -3.7% 3,899 $449K
Financial Engines Advisors L.L.C. 0.00% New 3,895 $449K
Boyd Watterson Asset Management LLC 0.13% Add +17.5% 3,887 $448K
Rakuten Securities, Inc. 0.17% Reduce -26.8% 3,849 $444K
GTS Securities LLC 0.02% Reduce -96.0% 3,828 $441K
Private Trust Co. NA 0.04% Add +12.2% 3,787 $436K
Aspen Grove Capital, LLC 0.09% No change 3,786 $436K
Hazlett, Burt & Watson, Inc. 0.19% No change 3,751 $433K
Ellevest, Inc. 0.02% Add +5.8% 3,728 $430K
OneAscent Financial Services LLC 0.04% Add +14.4% 3,653 $421K
SG Americas Securities, LLC 0.00% Reduce -94.4% 3,655 $421K
NJ State Employees Deferred Compensation Plan 0.05% No change 3,628 $418K
Merit Financial Group, LLC 0.01% New 3,620 $417K
Meiji Yasuda Life Insurance Co 0.01% New 3,600 $415K
Tanager Wealth Management LLP 0.05% No change 3,595 $414K
Virtue Capital Management, LLC 0.08% New 3,582 $413K
Hunter Associates Investment Management LLC 0.06% Reduce -0.7% 3,587 $412K
Archer Investment Corp 0.11% Add +895.8% 3,575 $412K
Ashton Thomas Securities, LLC 0.11% Add +2603.0% 3,568 $411K
Dynamic Advisor Solutions LLC 0.02% Add +86.1% 3,559 $410K
Detalus Advisors, LLC 0.14% Add +18.5% 3,559 $410K
Byrne Financial Freedom, LLC 0.18% — 3,557 $410K
Belpointe Asset Management LLC 0.02% Reduce -5.8% 3,545 $410K
Affinity Wealth Management LLC 0.07% Reduce -0.6% 3,538 $408K
Mitchell McLeod Pugh & Williams Inc. 0.09% No change 3,534 $407K
Creekmur Asset Management LLC 0.09% Add +2747.6% 3,531 $407K
Massachusetts Financial Services Co. 0.00% Reduce -83.5% 3,527 $406K
Concord Wealth Partners 0.07% Add +205.0% 3,514 $405K
Arjuna Capital 0.11% New 3,502 $404K
Wealth Effects LLC 0.14% Add +12.4% 3,490 $402K
MMBG Investment Advisors Co. 0.04% Add +89.6% 3,462 $399K
Baldwin Investment Management, LLC 0.05% Add +9.9% 3,453 $398K
Bragg Financial Advisors, Inc 0.02% Reduce -2.9% 3,452 $398K
OmniStar Financial Group, Inc. 0.32% Reduce -40.8% 3,449 $397K
Kintegral Advisory, LLC 0.04% Reduce -4.5% 3,445 $397K
Wexford Capital LP 0.10% Add +21.7% 3,432 $396K
Checchi Capital Advisers, LLC 0.03% Add +0.2% 3,413 $393K
Outlook Wealth Advisors, LLC 0.11% Add +1.5% 3,390 $391K
Sterling Capital Management LLC 0.01% Reduce -89.7% 3,376 $389K
Collective Family Office LLC 0.11% Reduce -1.3% 3,350 $386K
One Wealth Advisors, LLC 0.06% Reduce -36.0% 3,346 $386K
Dark Forest Capital Management LP 0.06% New 3,318 $382K
D'Orazio & Associates, Inc. 0.06% Reduce -4.1% 3,314 $382K
Spire Wealth Management 0.01% Add +3.3% 3,290 $379K
Van Eck Associates Corp. 0.00% Reduce -20.1% 3,278 $378K
Quad-Cities Investment Group, LLC 0.19% Reduce -38.8% 3,274 $377K
Sunflower Bank, N.A. 0.10% Add +3.1% 3,256 $375K
Kovack Advisors, Inc. 0.04% Reduce -15.4% 3,236 $373K
Strategic Advocates LLC 0.13% New 3,231 $372K
Chesapeake Asset Management LLC 0.35% Add +22.6% 3,222 $371K
Vinva Investment Management Ltd 0.01% Reduce -82.1% 3,231 $371K
Addison Advisors LLC 0.10% Reduce -0.4% 3,219 $371K
Capitol Family Office, Inc. 0.49% No change 3,212 $370K
Capital Investment Counsel, Inc 0.06% Reduce -49.4% 3,203 $369K
Alan B Lancz & Associates, Inc. 0.37% Reduce -10.6% 3,201 $369K
Northern Financial Advisors Inc 0.29% Reduce -5.3% 3,189 $367K
Eastern Bank 0.01% Reduce -7.9% 3,188 $367K
Colonial River Investments, LLC 0.17% Add +7.0% 3,121 $360K
OneAscent Wealth Management LLC 0.15% Reduce -15.4% 3,103 $358K
Axxcess Wealth Management, LLC 0.01% Add +6.8% 3,105 $358K
Harbour Capital Advisors, LLC 0.08% No change 2,984 $358K
Eagle Global Advisors LLC 0.01% No change 3,100 $357K
Prasad Wealth Partners, LLC 0.12% — 3,089 $356K
Oak Thistle LLC 0.11% Reduce -50.2% 3,085 $356K
Principle Wealth Partners LLC 0.02% No change 3,076 $354K
World Investment Advisors 0.01% New 3,071 $354K
Private Portfolio Partners LLC 0.06% Add +50.6% 3,052 $352K
DAVENPORT & Co LLC 0.00% Add +10.9% 3,043 $351K
GAMMA Investing LLC 0.03% Add +96.6% 3,036 $350K
North Star Asset Management Inc. 0.02% Add +0.3% 3,023 $348K
Brighton Jones LLC 0.01% Add +42.7% 3,011 $347K
Equitable Trust Co. 0.02% Add +1.1% 2,975 $343K
Jacobi Capital Management LLC 0.03% New 2,958 $341K
Crestwood Advisors Group, LLC 0.01% Add +10.5% 2,951 $340K
Allen Capital Group, LLC 0.04% Add +3.3% 2,936 $338K
Schiavi & Co LLC 0.13% No change 2,931 $338K
Lester Murray Antman dba SimplyRich 0.10% Add +0.1% 2,933 $337K
Ameritas Investment Partners, Inc. 0.01% No change 2,914 $336K
Benjamin Edwards Inc. 0.00% Reduce -15.7% 2,910 $335K
Kingsview Wealth Management, LLC 0.01% Reduce -25.1% 2,909 $335K
Truvestments Capital LLC 0.09% Add +0.2% 2,902 $334K
Prosperity Consulting Group, LLC 0.03% New 2,898 $334K
Enzi Wealth 0.13% Add +33.1% 2,888 $332K
Cigna Investments Inc. 0.06% Add +2.6% 2,862 $330K
Financial Management Professionals, Inc. 0.04% Reduce -3.4% 2,861 $330K
Level Four Advisory Services, LLC 0.01% Add +6.5% 2,855 $329K
Gateway Wealth Partners, LLC 0.09% Reduce -0.3% 2,855 $329K
Golden State Wealth Management, LLC 0.05% — 2,853 $329K
Seven Springs Wealth Group, LLC 0.13% No change 2,850 $328K
Fuller & Thaler Asset Management, Inc. 0.00% Add +14.8% 2,840 $327K
Bradley Foster & Sargent Inc. 0.01% No change 2,828 $326K
Interchange Capital Partners, LLC 0.12% Reduce -2.3% 2,823 $325K
Columbia Bank 0.11% Reduce -0.3% 2,970 $324K
Coldstream Capital Management Inc. 0.01% Add +16.7% 2,805 $323K
CFM Wealth Partners LLC 0.05% No change 2,799 $323K
Accredited Investors Inc. 0.02% New 2,796 $322K
Western Wealth Management, LLC 0.02% Add +2.0% 2,784 $321K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -8.0% 2,782 $321K
Quadrant Capital Group LLC 0.02% Reduce -4.3% 2,777 $320K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -4.2% 2,772 $319K
Wealth Alliance, LLC 0.04% Reduce -60.9% 2,771 $319K
Ibex Wealth Advisors 0.04% New 2,766 $319K
Sharkey, Howes & Javer 0.04% No change 2,751 $317K
Fishman Jay A Ltd. 0.03% Add +4.6% 2,724 $314K
Chancellor Financial Group WB LP 0.25% — 2,715 $313K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 2,700 $311K
Waldron Private Wealth LLC 0.01% Reduce -0.6% 2,695 $311K
Cynosure Group, LLC 0.05% Reduce -15.3% 2,693 $310K
Addison Capital Co 0.12% Reduce -32.1% 2,692 $310K
Freedom Together Foundation 0.03% Reduce -79.6% 2,687 $310K
Orion Capital Management LLC 0.14% New 2,680 $309K
Measured Wealth Private Client Group, LLC 0.10% Reduce -53.6% 2,650 $305K
Venture Visionary Partners LLC 0.01% Reduce -7.6% 2,630 $303K
Diversify Advisory Services, LLC 0.02% Reduce -23.1% 2,637 $303K
Fiduciary Financial Group, LLC 0.07% New 2,600 $298K
Chung Wu Investment Group, LLC 0.30% — 2,560 $295K
LPWM LLC 0.09% No change 2,560 $295K
Simon Quick Advisors, LLC 0.02% Add +3.0% 2,555 $294K
Ariadne Wealth Management, LP 0.13% Reduce -23.2% 2,577 $289K
Lindbrook Capital, LLC 0.03% Add +8.8% 2,502 $288K
Asset Management Group, Inc. 0.05% Add +0.4% 2,500 $288K
American Alpha Advisors, LLC 0.26% New 2,500 $288K
Westwood Wealth Management 0.10% New 2,500 $288K
B & T Capital Management DBA Alpha Capital Management 0.05% Add +3.3% 2,497 $288K
Seneca House Advisors 0.11% Add +1.4% 2,489 $287K
Forum Financial Management, LP 0.00% Add +9.9% 2,477 $285K
Hamilton Point Investment Advisors, LLC 0.05% No change 2,474 $285K
Visionary Wealth Advisors 0.02% Add +39.9% 2,470 $285K
Choate Investment Advisors 0.01% Add +43.2% 2,461 $284K
Rathbones Group PLC 0.00% Add +11.6% 2,458 $283K
Crestline Management, L.P. 0.01% Reduce -93.6% 2,454 $283K
First Affirmative Financial Network 0.16% Add +12.3% 2,422 $279K
Two Sigma Securities, LLC 0.05% Reduce -28.3% 2,412 $278K
apricus wealth, LLC 0.18% No change 2,400 $277K
Wealthspire Advisors, LLC 0.00% Reduce -32.0% 2,396 $276K
Confluence Wealth Services, Inc. 0.02% Add +0.8% 2,401 $274K
Montgomery Investment Management Inc. 0.11% No change 2,368 $273K
Howland Capital Management LLC 0.01% Add +23.4% 2,366 $273K
Mesirow Financial Investment Management, Inc. 0.01% Add +5.5% 2,359 $272K
Trust Co. of Toledo NA 0.04% No change 2,355 $271K
Professional Financial Advisors, LLC 0.07% Add +0.3% 2,350 $271K
Graypoint LLC 0.02% Add +12.6% 2,348 $271K
Per Stirling Capital Management, LLC. 0.04% No change 2,341 $270K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -11.4% 2,323 $268K
Cantor Fitzgerald, L. P. 0.01% Reduce -19.3% 2,320 $267K
Personal Cfo Solutions, LLC 0.05% Reduce -18.8% 2,300 $265K
Steinberg Asset Management LLC 0.19% No change 2,262 $261K
Parcion Private Wealth LLC 0.02% Reduce -73.0% 2,247 $259K
Bison Wealth, LLC 0.03% — 2,238 $258K
First County Bank 0.14% No change 2,218 $256K
Amplius Wealth Advisors, LLC 0.03% Reduce -4.0% 2,214 $255K
Elkhorn Partners Limited Partnership 0.17% Add +15.8% 2,200 $254K
Meeder Advisory Services, Inc. 0.02% Add +5.8% 2,202 $254K
Sanders Morris Harris LLC 0.04% No change 2,200 $254K
Allred Capital Management, LLC 0.10% Reduce -4.0% 2,194 $253K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -32.7% 2,177 $251K
Good Life Advisors, LLC 0.02% Add +24.5% 2,162 $249K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.0% 2,154 $248K
Holland Advisory Services, Inc. 0.32% Reduce -0.6% 2,153 $248K
Beaton Management Co. Inc. 0.13% Add +3.6% 2,150 $248K
Wedmont Private Capital 0.01% New 2,148 $247K
Reynders McVeigh Capital Management, LLC 0.01% No change 2,128 $245K
Valley Brook Capital Group, Inc. 0.18% New 2,118 $244K
Caitong International Asset Management Co., Ltd 0.24% — 2,108 $243K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -25.3% 2,106 $243K
Capital Investment Advisory Services, LLC 0.02% New 2,102 $242K
Optimist Retirement Group LLC 0.11% Reduce -2.5% 2,102 $242K
Inceptionr LLC 0.05% Reduce -77.1% 2,096 $242K
Hodges Capital Management Inc. 0.01% Reduce -6.0% 2,075 $239K
Johnson Investment Counsel Inc. 0.00% Add +19.4% 2,065 $238K
Brucke Financial, Inc. 0.20% — 2,295 $238K
Focus Financial Network, Inc. 0.01% Reduce -49.1% 2,059 $237K
AIMZ Investment Advisors, LLC 0.08% Reduce -1.3% 2,056 $237K
Proficio Capital Partners LLC 0.02% New 2,055 $237K
Alpha Advisors, LLC 0.24% — 2,049 $236K
One Capital Management, LLC 0.01% Reduce -23.4% 2,044 $236K
Park Square Financial Group, LLC 0.16% — 2,043 $235K
Stephens Consulting, LLC 0.06% Add +6666.7% 2,030 $234K
Boston Trust Walden Corp 0.00% No change 2,026 $233K
Wingate Wealth Advisors, Inc. 0.23% — 2,024 $233K
Liberty Wealth Management LLC 0.04% Add +0.5% 2,024 $233K
Transcend Capital Advisors, LLC 0.02% Reduce -9.3% 2,022 $233K
CI Investments Inc. 0.00% Reduce -76.8% 2,014 $232K
J.Safra Asset Management Corp 0.02% Add +230.8% 2,018 $232K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.17% No change 2,000 $230K
Conway Capital Management, Inc. 0.10% No change 2,000 $230K
Ameliora Wealth Management Ltd. 0.09% Reduce -4.8% 2,000 $230K
BOCHK Asset Management Ltd 0.07% Reduce -69.2% 2,000 $230K
Tradewinds Capital Management, LLC 0.06% New 2,000 $230K
HBK Sorce Advisory LLC 0.01% Add +6.3% 1,999 $230K
Claro Advisors Inc. 0.03% Reduce -35.6% 1,988 $229K
Veltria Advisors Corp. 0.10% No change 1,987 $229K
Quantum Private Wealth, LLC 0.07% New 1,965 $226K
Delta Financial Group, Inc. 0.05% Reduce -15.8% 1,962 $226K
Shelton Capital Management 0.01% No change 1,955 $225K
Exchange Traded Concepts, LLC 0.00% Reduce -61.5% 1,954 $225K
Capital Advisors Inc. 0.00% Reduce -47.3% 1,953 $225K
Jeppson Wealth Management, LLC 0.08% No change 1,947 $224K
Van Hulzen Asset Management, LLC 0.02% Reduce -4.0% 1,939 $223K
Pinnacle Financial Partners Inc 0.00% New 1,920 $221K
Coordinated Financial Services, Inc. 0.17% — 1,900 $219K
Monetary Management Group Inc. 0.06% Add +876.3% 1,894 $218K
V-Square Quantitative Management LLC 0.03% Reduce -11.3% 1,892 $218K
Veracity Capital LLC 0.08% New 1,884 $217K
Aries Wealth Management 0.06% No change 1,881 $217K
Signature Estate & Investment Advisors LLC 0.01% Add +1.9% 1,878 $216K
Roberts Glore & Co. Inc. 0.06% Reduce -5.9% 1,877 $216K
Mission Wealth Management, LP 0.01% Reduce -17.7% 1,870 $216K
Rosenberg Matthew Hamilton 0.06% Add +2.4% 1,853 $214K
GK Wealth Management LLC 0.27% — 1,851 $213K
Washburn Capital Management, Inc. 0.13% New 1,835 $211K
Moneco Advisors, LLC 0.02% Reduce -0.7% 1,826 $210K
Putney Financial Group LLC 0.19% — 1,820 $210K
Old National Bancorp 0.01% Reduce -16.1% 1,815 $209K
Objectivity Squared, LLC 0.15% New 1,822 $209K
Magnolia Capital Management Ltd. 0.17% No change 1,815 $209K
Wealthcare Advisory Partners LLC 0.01% Reduce -13.5% 1,803 $208K
Vanguard Capital Wealth Advisors 0.23% Add +5.9% 1,800 $207K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 1,800 $207K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,800 $207K
Finivi Inc. 0.17% Reduce -78.1% 1,791 $206K
Alpha Family Trust 0.12% No change 1,790 $206K
Vantage Financial Partners, LLC 0.05% New 1,771 $204K
Breed's Hill Capital LLC 0.11% Reduce -6.2% 1,769 $204K
CreativeOne Wealth, LLC 0.01% New 1,751 $202K
Gries Financial LLC 0.04% New 1,744 $201K
CWA Asset Management Group, LLC 0.01% Reduce -3.6% 1,743 $201K
Game Plan Financial Advisors, LLC 0.11% New 1,731 $199K
Smartleaf Asset Management LLC 0.02% Reduce -28.4% 1,659 $190K
Modus Advisors, LLC 0.06% New 1,633 $188K
Spirit of America Management Corp. 0.04% No change 1,624 $187K
Mainstream Capital Management LLC 0.13% New 1,603 $185K
Bay Harbor Wealth Management, LLC 0.06% Add +5.8% 1,568 $181K
Armstrong Advisory Group, Inc. 0.01% Add +4.7% 1,560 $180K
Wilmington Savings Fund Society, FSB 0.00% Reduce -7.0% 1,551 $179K
AdvisorNet Financial, Inc 0.01% Reduce -3.1% 1,505 $173K
Clearstead Advisors, LLC 0.00% Reduce -3.5% 1,496 $172K
Tsfg, LLC 0.04% No change 1,493 $172K
Bogart Wealth, LLC 0.01% Add +7.7% 1,398 $161K
Glen Eagle Advisors, LLC 0.03% No change 1,377 $159K
Providence First Trust Co 0.06% New 1,368 $158K
Huntington National Bank 0.00% Add +49.8% 1,344 $155K
Values First Advisors, Inc. 0.08% Add +62.8% 1,317 $152K
Harbour Investments, Inc. 0.00% Reduce -3.4% 1,316 $152K
UMB Bank, n.a. 0.00% Add +8.8% 1,292 $149K
Montag A & Associates Inc. 0.01% No change 1,276 $147K
Parkside Financial Bank & Trust 0.02% Add +37.4% 1,272 $147K
Harbor Investment Advisory, LLC 0.01% Reduce -25.4% 1,263 $146K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 1,223 $141K
Smithfield Trust Co 0.01% Add +5.3% 1,199 $139K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.6% 1,184 $136K
Coppell Advisory Solutions LLC 0.02% Add +2.3% 1,187 $136K
CoreCap Advisors, LLC 0.01% Add +77.6% 1,181 $136K
Clearstead Trust, LLC 0.03% Add +0.4% 1,112 $128K
Generali Investments, Management Co LLC 0.03% — 1,101 $127K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -44.7% 1,033 $119K
Koesten, Hirschmann & Crabtree, INC. 0.07% No change 1,006 $116K
Bartlett & Co. Wealth Management LLC 0.00% Add +23.9% 1,004 $116K
Shell Asset Management Co. 0.00% New 980 $113K
Hager Investment Management Services, LLC 0.07% — 970 $112K
Compagnie Lombard Odier SCmA 0.00% Reduce -59.1% 960 $111K
Concourse Financial Group Securities, Inc. 0.01% Reduce -33.9% 931 $108K
Ostrum Asset Management 0.01% Reduce -4.2% 850 $98K
Peoples Bank 0.07% No change 843 $97K
HM Payson & Co. 0.00% Reduce -34.4% 819 $94K
Berbice Capital Management LLC 0.07% — 800 $92K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.05% No change 800 $92K
Westside Investment Management, Inc. 0.02% Reduce -46.0% 793 $91K
Evelyn Partners Investment Management LLP 0.00% — 773 $89K
Carolinas Wealth Consulting LLC 0.02% Reduce -6.8% 769 $89K
Blue Trust, Inc. 0.00% Reduce -47.9% 734 $85K
Ascentis Wealth Management, LLC 0.03% New 709 $82K
Horizon Financial Services, LLC 0.05% No change 700 $81K
ORG Partners LLC 0.01% No change 684 $79K
Murphy & Mullick Capital Management Corp 0.07% — 655 $76K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +32.6% 650 $75K
Deseret Mutual Benefit Administrators 0.04% Reduce -2.6% 646 $74K
MassMutual Private Wealth & Trust, FSB 0.00% Add +92.5% 645 $74K
TCTC Holdings, LLC 0.00% No change 619 $71K
Brooklyn Investment Group 0.02% Add +18.7% 610 $70K
Webster Bank, N. A. 0.01% No change 601 $69K
Dudley Capital Management, LLC 0.03% Add +115.4% 560 $65K
Optimum Investment Advisors 0.03% Add +15.6% 556 $64K
CKW Financial Group 0.01% Add +12.2% 541 $62K
Tortoise Investment Management, LLC 0.01% Add +23.0% 535 $62K
Prestige Wealth Management Group LLC 0.01% Add +3.0% 514 $59K
Sachetta, LLC 0.02% Reduce -55.4% 503 $58K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 503 $58K
AllSquare Wealth Management LLC 0.03% Add +15.5% 500 $58K
Mather Group, Llc. 0.00% Add +181.0% 489 $56K
Colonial Trust Co / SC 0.01% Add +641.5% 482 $56K
Nemes Rush Group LLC 0.01% New 481 $55K
Harvest Fund Management Co., Ltd 0.00% Reduce -93.7% 474 $55K
Trifecta Capital Advisors, LLC 0.01% Add +2.6% 475 $55K
Coston, McIsaac & Partners 0.02% No change 466 $53K
Creative Financial Designs Inc. 0.00% Add +144.4% 457 $53K
Key Financial Inc 0.01% No change 442 $51K
First Horizon Advisors, Inc. 0.00% Add +18.6% 441 $51K
EverSource Wealth Advisors, LLC 0.00% Reduce -36.1% 436 $50K
Fortitude Family Office, LLC 0.02% Add +171.9% 435 $50K
SJS Investment Consulting Inc. 0.01% Reduce -0.2% 434 $50K
Cromwell Holdings LLC 0.03% New 416 $48K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 401 $46K
Hoey Investments, Inc. 0.01% Reduce -9.1% 400 $46K
Pinnacle Bancorp, Inc. 0.01% No change 382 $44K
Hemington Wealth Management 0.01% Add +0.5% 385 $44K
Pinney & Scofield, Inc. 0.03% — 381 $44K
HHM Wealth Advisors, LLC 0.01% Add +2.2% 373 $43K
Oarsman Capital, Inc. 0.01% Reduce -26.8% 367 $42K
Promus Capital, LLC 0.03% — 366 $42K
Wintrust Investments LLC 0.04% Reduce -59.7% 371 $42K
MCF Advisors LLC 0.00% Add +25.5% 364 $42K
Bokf, NA 0.00% Reduce -0.8% 360 $41K
ESL Trust Services, LLC 0.01% New 357 $41K
Quent Capital, LLC 0.00% Add +0.9% 350 $40K
Center for Financial Planning, Inc. 0.01% Add +47.4% 345 $40K
Caldwell Trust Co 0.00% No change 340 $39K
McIlrath & Eck, LLC 0.00% Add +155.8% 330 $38K
JFS Wealth Advisors, LLC 0.00% Add +204.6% 329 $38K
Stonebridge Financial Group, LLC 0.00% — 322 $37K
Sound Income Strategies, LLC 0.00% Reduce -2.5% 319 $37K
Hexagon Capital Partners LLC 0.01% Add +95.7% 315 $36K
Bell Investment Advisors, Inc 0.01% Reduce -1.9% 314 $36K
MV Capital Management, Inc. 0.00% Add +9.0% 314 $36K
Versant Capital Management, Inc 0.01% Add +54.7% 314 $36K
Centerpoint Advisors, LLC 0.01% No change 310 $36K
Mizuho Bank, Ltd. 0.01% Add +24.0% 310 $36K
Bangor Savings Bank 0.00% No change 306 $35K
Heritage Wealth Advisors 0.00% No change 305 $35K
Covestor Ltd 0.02% Add +1.4% 297 $35K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 301 $35K
First Command Advisory Services, Inc. 0.00% No change 295 $34K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 288 $33K
CVA Family Office, LLC 0.01% Add +22.6% 287 $33K
WASHINGTON TRUST Co 0.00% No change 287 $33K
JTC Employer Solutions Trustee Ltd 0.00% No change 288 $33K
Provenance Wealth Advisors, LLC 0.00% No change 282 $32K
Ancora Advisors LLC 0.00% Add +0.7% 281 $32K
Continuum Advisory, LLC 0.00% Add +31.4% 268 $31K
Kimelman & Baird, LLC 0.00% No change 252 $29K
Fairscale Capital, LLC 0.02% No change 251 $29K
Crewe Advisors LLC 0.00% No change 250 $29K
Assetmark, Inc. 0.00% Reduce -48.0% 248 $29K
Anchor Investment Management, LLC 0.00% Reduce -29.1% 244 $28K
WR Wealth Planners, LLC 0.01% Add +9.1% 241 $28K
True Wealth Design, LLC 0.01% Reduce -11.0% 234 $27K
Lee Danner & Bass Inc. 0.00% New 228 $26K
Vision Financial Markets LLC 0.03% — 228 $26K
Bellwether Advisors, LLC 0.00% New 218 $25K
Clean Yield Group 0.01% No change 210 $24K
First Community Trust NA 0.02% Add +1000.0% 209 $24K
Evermay Wealth Management LLC 0.00% No change 206 $24K
Medallion Wealth Advisors, LLC 0.01% — 220 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 203 $23K
Oakworth Capital, Inc. 0.00% No change 203 $23K
Accordant Advisory Group Inc 0.02% No change 200 $23K
Colonial Trust Advisors 0.00% Reduce -16.3% 200 $23K
Sandy Spring Bank 0.00% Reduce -82.6% 198 $23K
Piscataqua Savings Bank 0.02% No change 198 $23K
Ulland Investment Advisors, LLC 0.02% No change 189 $22K
First Financial Corp. 0.01% No change 187 $22K
Towne Trust Company, N.A 0.01% No change 182 $21K
St Germain D J Co. Inc. 0.00% Add +10.0% 176 $20K
Arax Advisory Partners 0.00% Add +4.8% 175 $20K
Crowley Wealth Management, Inc. 0.02% — 174 $20K
Johnson Financial Group, Inc. 0.00% Reduce -4.0% 190 $20K
Toth Financial Advisory Corp. 0.00% No change 168 $19K
Larson Financial Group LLC 0.00% Reduce -76.3% 166 $19K
Ameriflex Group, Inc. 0.01% — 175 $18K
Quest 10 Wealth Builders, Inc. 0.02% — 155 $18K
Castleview Partners, LLC 0.01% No change 150 $17K
Hollencrest Capital Management 0.00% Reduce -75.3% 151 $17K
Copeland Capital Management, LLC 0.00% Add +300.0% 148 $17K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -2.0% 145 $17K
Meeder Asset Management Inc. 0.00% Reduce -27.0% 143 $16K
Resources Management Corp. /CT/ 0.00% No change 140 $16K
Tucker Asset Management LLC 0.00% No change 138 $16K
CNB Bank 0.01% No change 137 $16K
Physician Wealth Advisors, Inc. 0.00% New 136 $16K
Rothschild Investment LLC 0.00% Add +17.2% 136 $16K
Centiva Capital, LP 0.00% Reduce -85.6% 136 $16K
WealthCollab, LLC 0.01% No change 135 $16K
Darwin Wealth Management, LLC 0.01% No change 135 $16K
Capital & Planning, LLC 0.01% — 131 $15K
GW&K Investment Management, LLC 0.00% Add +5850.0% 119 $14K
Contravisory Investment Management, Inc. 0.00% No change 121 $14K
Signature Resources Capital Management, LLC 0.01% New 120 $14K
Lowe Wealth Advisors, LLC 0.01% No change 114 $13K
Advantage Trust Co 0.01% No change 113 $13K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -25.7% 113 $13K
Valley National Advisers Inc. 0.00% No change 119 $13K
Financial Freedom, LLC 0.01% No change 112 $13K
Whipplewood Advisors, LLC 0.01% — 110 $13K
Princeton Global Asset Management LLC 0.00% No change 107 $12K
American Capital Advisory, LLC 0.01% No change 100 $12K
Richards, Merrill & Peterson, Inc. 0.01% — 100 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $12K
Beacon Capital Management, LLC 0.00% Add +23.8% 99 $11K
Plante Moran Financial Advisors, LLC 0.00% No change 99 $11K
Kohmann Bosshard Financial Services, LLC 0.00% New 96 $11K
Dunhill Financial, LLC 0.01% New 96 $11K
Pension & Wealth Management Advisors, Inc. 0.00% No change 96 $11K
FNY Investment Advisers, LLC 0.01% Reduce -9.1% 100 $11K
American National Bank & Trust 0.00% Reduce -9.5% 95 $11K
Painted Porch Advisors LLC 0.01% New 92 $11K
Vermillion & White Wealth Management Group, LLC 0.01% No change 90 $10K
Pineridge Advisors LLC 0.00% Add +27.1% 89 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 89 $10K
VSM Wealth Advisory, LLC 0.00% — 85 $10K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -97.6% 85 $10K
Cullen/Frost Bankers, Inc. 0.00% Reduce -59.0% 82 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 80 $9K
Grove Bank & Trust 0.00% No change 80 $9K
CGC Financial Services, LLC 0.00% No change 79 $9K
TD Capital Management LLC 0.00% No change 79 $9K
Tompkins Financial Corp. 0.00% No change 79 $9K
Bruce G. Allen Investments, LLC 0.01% Add +156.7% 77 $9K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -48.3% 76 $9K
IFS Advisors, LLC 0.01% New 75 $9K
Abound Wealth Management 0.00% Add +158.6% 75 $9K
Richardson Capital Management LLC 0.01% No change 72 $8K
General Partner, Inc. 0.00% New 71 $8K
Trust Co. of Vermont 0.00% Add +97.2% 71 $8K
HighMark Wealth Management LLC 0.00% Add +180.0% 70 $8K
REAP Financial Group, LLC 0.00% No change 70 $8K
Cohen & Steers, Inc. 0.00% New 69 $8K
Avion Wealth 0.00% Add +64.9% 61 $7K
Pacific Center for Financial Services 0.00% No change 59 $7K
Flagship Wealth Advisors, LLC 0.00% — 59 $7K
Evelyn Partners Investment Management Services Ltd 0.00% — 57 $7K
Brown Brothers Harriman & Co. 0.00% Add +200.0% 57 $7K
City State Bank 0.00% No change 53 $6K
Winch Advisory Services, LLC 0.00% New 52 $6K
Independence Bank of Kentucky 0.00% Reduce -90.9% 50 $6K
Godsey & Gibb, Inc. 0.00% No change 50 $6K
Delta Asset Management LLC 0.00% No change 49 $6K
Cape Investment Advisory, Inc. 0.00% Add +9.8% 45 $5K
Retirement Wealth Solutions LLC 0.00% — 42 $5K
Proffitt & Goodson Inc. 0.00% Reduce -23.5% 39 $4K
Aspetuck Financial Management LLC 0.00% — 39 $4K
FSA Wealth Management LLC 0.00% No change 39 $4K
Financial Perspectives, Inc 0.00% No change 39 $4K
Sugar Maple Asset Management, LLC 0.00% New 36 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 36 $4K
First PREMIER Bank 0.00% No change 39 $4K
Menard Financial Group LLC 0.00% New 34 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.1% 33 $4K
New England Capital Financial Advisors LLC 0.00% No change 32 $4K
WPG Advisers, LLC 0.00% — 30 $3K
New Wave Wealth Advisors LLC 0.00% New 29 $3K
PayPay Securities Corp 0.14% New 28 $3K
NBT Bank, N.A. 0.00% No change 28 $3K
Fortis Group Advisors, LLC 0.00% No change 28 $3K
Capital Advisors, Ltd. LLC 0.00% No change 22 $3K
Rogco, LP 0.00% New 25 $3K
Cassady Schiller Wealth Management, LLC 0.00% Add +242.9% 24 $3K
Highline Wealth Partners LLC 0.00% Add +53.3% 23 $3K
AlphaQuest LLC 0.00% Reduce -98.3% 23 $3K
Transce3nd, LLC 0.00% — 22 $3K
Global Financial Private Client, LLC 0.00% Add +10.5% 21 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 21 $2K
Pacifica Partners Inc. 0.00% No change 20 $2K
Wolff Wiese Magana LLC 0.00% No change 19 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 19 $2K
IAG Wealth Partners, LLC 0.00% No change 19 $2K
Roble, Belko & Company, Inc 0.00% New 20 $2K
Global Wealth Strategies & Associates 0.00% New 17 $2K
Lanark Financial, Inc. 0.15% — 14 $2K
DT Investment Partners, LLC 0.00% No change 14 $2K
Clark Wealth Partners 0.00% — 14 $2K
High Note Wealth, LLC 0.00% New 14 $2K
WealthTrak Capital Management LLC 0.00% — 11 $1K
Laurel Wealth Advisors LLC 0.00% No change 11 $1K
Atwood & Palmer Inc. 0.00% Add +42.9% 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
NewSquare Capital LLC 0.00% New 10 $1K
Sierra Ocean, LLC 0.00% — 9 $1K
Hanson & Doremus Investment Management 0.00% Reduce -78.8% 11 $1K
Synergy Asset Management, LLC 0.00% New 8 $948
Riverview Trust Co 0.00% Add +100.0% 8 $922
Millstone Evans Group, LLC 0.00% — 8 $922
Stance Capital LLC 0.00% — 8 $922
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 8 $831
Copia Wealth Management 0.00% — 7 $807
Kelly Lawrence W & Associates Inc. 0.00% No change 7 $807
Principia Wealth Advisory, LLC 0.00% — 6 $691
North Ridge Wealth Advisors, Inc. 0.00% New 5 $577
Parkworth Wealth Management, Inc. 0.00% — 5 $576
Winnacle Wealth LLC 0.00% — 5 $568
Rise Advisors, LLC 0.00% New 4 $461
TFC Financial Management, Inc. 0.00% New 3 $346
Synergy Investment Management, LLC 0.00% — 3 $346
Private Wealth Management Group, LLC 0.00% No change 2 $231
LGT Financial Advisors LLC 0.00% No change 2 $230
Eagle Bay Advisors LLC 0.00% No change 1 $115
Logan Capital Management Inc. 0.00% No change 1 $115
WestEnd Advisors, LLC 0.00% No change 1 $115
Pinpoint Asset Management Ltd 0.00% New 1 $115
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.