Dell Technologies -CDELL

13F holders, Q1 2025 (March 31)
1,273holders −33
159new positions
188sold out
9famous investors
$90.88avg. 13F price*

At the end of Q1 2025, 1,273 institutions reported holding Dell Technologies -C (DELL) in their 13F filings, down 33 from Q4 2024. 159 opened new positions and 188 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.1B) and State Street Corp. ($1.3B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions159$572.6M
Exits188$2.1B

All 13F filers, Q4 2024 → Q1 2025: 35,068,273 shares bought and 44,423,467 shares sold, net −9,355,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,273 holders

Vanguard Group Inc. 0.05% Add +4.1% 29,106,218 $2.7B
BlackRock, Inc. 0.04% Add +4.7% 23,354,378 $2.1B
State Street Corp. 0.05% Add +1.2% 13,807,150 $1.3B
Morgan Stanley 0.07% Add +9.3% 11,424,657 $1.0B
Geode Capital Management, LLC 0.05% Add +5.3% 7,232,826 $657.7M
FMR LLC 0.03% Reduce -40.8% 5,892,789 $537.1M
Bank of America Corp. 0.04% Add +8.1% 5,302,304 $483.3M
Boston Partners 0.56% Add +34.4% 5,132,877 $466.4M
UBS Group AG 0.10% Add +77.2% 4,822,328 $439.6M
Deutsche Bank AG 0.15% Add +37.1% 4,141,618 $377.5M
Norges Bank 0.05% Reduce -8.4% 3,614,890 $329.5M
JPMorgan Chase & Co. 0.02% Reduce -21.6% 3,324,430 $303.0M
Northern Trust Corp. 0.04% Reduce -1.9% 3,253,404 $296.5M
Alkeon Capital Management LLC 1.72% Add +41.4% 3,177,809 $289.7M
Jane Street Group, LLC 0.52% Add +133.7% 3,151,317 $287.2M
Invesco Ltd. 0.05% Add +20.5% 2,952,829 $269.2M
LSV Asset Management 0.63% Reduce -3.4% 2,884,560 $262.9M
FIL Ltd 0.25% Add +19081.5% 2,836,369 $258.5M
Janus Henderson Group PLC 0.14% Reduce -8.3% 2,777,065 $256.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +14.3% 2,543,785 $231.9M
Ameriprise Financial Inc. 0.06% Add +49.4% 2,336,661 $213.0M
DekaBank Deutsche Girozentrale 0.39% Reduce -0.7% 2,224,975 $197.8M
Legal & General Group Plc 0.05% Add +4.1% 2,133,272 $194.4M
Charles Schwab Investment Management Inc. 0.04% Add +7.7% 2,087,140 $190.2M
Goldman Sachs Group Inc. 0.04% Reduce -3.8% 2,068,550 $188.5M
Bank of New York Mellon Corp 0.03% Reduce -39.7% 1,768,799 $161.2M
Wells Fargo & Company 0.04% Add +30.5% 1,607,950 $146.6M
First Trust Advisors LP 0.11% Reduce -22.6% 1,381,941 $126.0M
Nordea Investment Management AB 0.13% Add +0.2% 1,353,868 $121.4M
Federated Hermes, Inc. 0.26% Add +52.3% 1,319,179 $120.2M
Bahl & Gaynor LLC 0.60% Reduce -19.4% 1,294,523 $118.0M
Royal Bank of Canada 0.02% Reduce -36.6% 1,128,193 $102.8M
Barclays PLC 0.05% Add +16.4% 1,118,676 $102.0M
Swedbank AB 0.13% Reduce -42.7% 1,089,931 $99.3M
Raymond James Financial Inc. 0.04% Add +33.3% 1,064,511 $97.0M
Amundi 0.04% Add +32.0% 1,242,040 $95.9M
KBC Group NV 0.29% Add +23.3% 1,025,019 $93.4M
Capula Management Ltd 0.67% Reduce -20.0% 1,000,000 $91.2M
Dimensional Fund Advisors LP 0.02% Add +1.9% 938,030 $85.5M
Citadel Advisors 0.08% Add +497.0% 922,623 $84.1M
Swiss National Bank 0.06% Add +1.6% 910,108 $83.0M
Stifel Financial Corp. 0.09% Add +99.6% 907,190 $82.7M
Congress Asset Management Co. 0.59% Reduce -1.1% 865,191 $78.9M
Susquehanna International Group, LLP 0.13% Reduce -30.2% 845,462 $77.1M
HSBC Holdings PLC 0.05% Reduce -45.8% 775,158 $70.4M
Epoch Investment Partners, Inc. 0.36% Add +9.4% 767,908 $70.0M
DNB Asset Management AS 0.32% Add +800.9% 750,323 $68.4M
Crake Asset Management LLP 5.50% New 748,266 $68.2M
Nuveen, LLC 0.02% — 748,237 $68.2M
BNP Paribas Financial Markets 0.05% Reduce -0.3% 730,142 $66.6M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.3% 729,511 $66.5M
National Pension Service 0.06% Add +13.7% 726,956 $66.3M
Renaissance Technologies 0.10% New 707,077 $64.5M
Envestnet Asset Management Inc. 0.02% Add +24.0% 702,560 $64.0M
Rhumbline Advisers 0.06% Add +6.2% 674,883 $61.5M
Citigroup Inc. 0.05% Add +56.3% 647,462 $59.0M
Todd Asset Management LLC 1.33% Add +52.1% 617,820 $56.3M
T. Rowe Price Associates Inc. 0.01% Add +5.4% 583,567 $53.2M
Nomura Asset Management Co. Ltd. 0.16% Add +19.1% 572,170 $52.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +16.9% 570,212 $52.0M
LPL Financial LLC 0.02% Add +19.1% 563,940 $51.4M
Northwestern Mutual Wealth Management Co. 0.04% Add +162.3% 537,739 $49.0M
California State Teachers Retirement System 0.06% Add +0.8% 509,392 $46.4M
Storebrand Asset Management As 0.15% Reduce -1.7% 508,373 $46.3M
PEAK6 LLC 1.80% Add +185.8% 504,643 $46.0M
Clear Street LLC 0.90% New 500,000 $45.6M
Teachers Retirement System of the State of Kentucky 0.41% Add +75.4% 498,394 $45.4M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +3.2% 477,370 $43.5M
Franklin Resources Inc. 0.01% Reduce -61.1% 471,180 $42.9M
Alyeska Investment Group, L.P. 0.16% Add +588.5% 429,324 $39.1M
Michael & Susan Dell Foundation 1.97% Reduce -81.6% 423,538 $38.6M
First Pacific Advisors, LP 0.62% No change 418,505 $38.1M
Ceredex Value Advisors LLC 0.83% Add +102.3% 415,100 $37.8M
Primecap Management Co. 0.03% Reduce -1.6% 404,630 $36.9M
Andra AP-fonden 0.58% Reduce -23.4% 388,610 $35.4M
Bank of Montreal 0.02% Reduce -43.0% 383,865 $35.0M
Hudson Bay Capital Management LP 0.25% New 380,890 $34.7M
Twin Tree Management, LP 0.76% Add +22.4% 377,998 $34.5M
National Bank of Canada 0.04% Reduce -63.9% 374,309 $34.1M
Jennison Associates LLC 0.02% Reduce -68.8% 363,185 $33.1M
Squarepoint Ops LLC 0.08% Add +639.6% 362,851 $33.1M
Marex Group Ltd 0.62% Add +39.4% 356,720 $32.5M
STRS Ohio 0.13% Add +24.4% 351,319 $32.0M
Principal Financial Group Inc. 0.02% Reduce -29.9% 346,078 $31.5M
Alliancebernstein L.P. 0.01% Reduce -56.2% 345,564 $31.5M
Natixis Advisors, LLC 0.06% Reduce -25.3% 344,077 $31.4M
Auto-Owners Insurance Co 0.83% Add +18732.9% 781,000 $31.3M
California Public Employees Retirement System 0.02% Reduce -25.0% 333,596 $30.4M
New York State Common Retirement Fund 0.04% Reduce -2.2% 331,053 $30.2M
Berkshire Asset Management LLC 1.38% Add +1672.0% 299,037 $28.8M
Contour Asset Management LLC 1.19% New 312,945 $28.5M
Susquehanna Fundamental Investments, LLC 0.48% New 312,315 $28.5M
Millennium Management 0.03% Reduce -14.1% 309,462 $28.2M
TD Asset Management Inc 0.02% Add +10.3% 296,516 $27.0M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -49.2% 287,164 $26.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.50% Add +33.1% 281,422 $25.7M
Allspring Global Investments Holdings, LLC 0.04% Add +2.9% 270,992 $24.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -18.3% 272,739 $24.9M
CANADA LIFE ASSURANCE Co 0.04% Reduce -17.7% 268,517 $24.5M
Balyasny Asset Management L.P. 0.06% Add +1002.0% 266,978 $24.3M
Danske Bank A/S 0.07% Add +64.5% 263,594 $24.0M
State Board of Administration of Florida Retirement System 0.05% Add +1.6% 259,865 $23.7M
Assenagon Asset Management S.A. 0.04% Add +2462.3% 259,719 $23.7M
LMR Partners LLP 0.64% New 254,046 $23.2M
Simplex Trading, LLC 0.82% Add +148.5% 253,933 $23.1M
New York State Teachers Retirement System 0.05% Add +0.1% 250,906 $22.9M
Caption Management, LLC 1.04% New 250,000 $22.8M
Korea Investment CORP 0.05% Add +9.0% 243,485 $22.2M
Cibc World Market Inc. 0.05% Reduce -20.3% 239,937 $21.9M
Aberdeen Group plc 0.04% Add +144.0% 242,074 $21.7M
Tidal Investments LLC 0.18% Reduce -13.0% 238,438 $21.7M
HighTower Advisors, LLC 0.03% Add +20.1% 237,016 $21.6M
Rockefeller Capital Management L.P. 0.05% Add +70.0% 235,245 $21.4M
APG Asset Management N.V. 0.07% Reduce -3.1% 253,492 $21.4M
Twin Focus Capital Partners, LLC 3.23% Add +0.9% 228,000 $20.8M
CW Advisors, LLC 0.24% Add +9.3% 223,259 $20.4M
Nitorum Capital, L.P. 2.85% Add +6.1% 222,896 $20.3M
Jasper Ridge Partners, L.P. 0.65% Add +0.4% 221,547 $20.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +14.6% 220,373 $20.1M
Aviva PLC 0.05% Add +16.4% 220,346 $20.1M
Meridiem Capital Partners LP 2.16% New 215,922 $19.7M
Parallax Volatility Advisers, L.P. 0.76% Add +85.1% 213,871 $19.5M
Grand Alliance Asset Management Ltd 22.23% Reduce -29.7% 211,000 $19.2M
Sei Investments Co. 0.02% Add +19.0% 206,109 $18.8M
Mirae Asset Securities (usa) Inc. 0.79% Add +99.7% 202,218 $18.4M
Gotham Asset Management 0.15% Add +1.4% 196,693 $17.9M
Osaic Holdings, Inc. 0.04% Add +21.3% 195,884 $17.9M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -14.2% 194,700 $17.7M
Pictet Asset Management Holding SA 0.02% Add +3.8% 194,150 $17.7M
Allianz Asset Management GmbH 0.03% Reduce -50.4% 191,444 $17.5M
Schroder Investment Management Group 0.02% Reduce -8.5% 185,881 $17.2M
Dana Investment Advisors, Inc. 0.61% Reduce -19.5% 186,694 $17.0M
Credit Agricole S A 0.06% Add +9.1% 186,180 $17.0M
AQR Capital Management 0.02% Reduce -45.4% 188,624 $16.9M
Manufacturers Life Insurance Company, The 0.02% Reduce -77.2% 184,349 $16.8M
Raiffeisen Bank International AG 0.26% Reduce -5.5% 179,084 $16.5M
State of Wisconsin Investment Board 0.04% Reduce -10.3% 180,344 $16.4M
Beese Fulmer Investment Management, Inc. 1.39% Add +80.1% 177,256 $16.2M
D. E. Shaw & Co. 0.02% Reduce -38.0% 175,065 $16.0M
Silvercrest Asset Management Group LLC 0.11% Add +13.0% 174,772 $15.9M
Handelsbanken Fonder AB 0.07% Reduce -5.3% 174,317 $15.9M
Commonwealth Equity Services, LLC 0.02% Add +15.1% 172,761 $15.7M
Cetera Investment Advisers 0.03% Reduce -17.6% 169,660 $15.5M
Prudential Financial Inc. 0.02% Reduce -2.8% 169,472 $15.4M
Mediolanum International Funds Ltd 0.21% New 165,571 $15.3M
Schonfeld Strategic Advisors LLC 0.10% Add +506.8% 167,163 $15.2M
Investment House LLC 0.86% Add +28.4% 166,335 $15.2M
CastleKnight Management LP 1.68% Add +79.0% 165,350 $15.1M
Chevy Chase Trust Holdings, LLC 0.05% Add +1.5% 164,615 $15.0M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -61.6% 160,719 $14.6M
Valley Wealth Managers, Inc. 1.11% Add +10.1% 160,260 $14.6M
Two Sigma Investments, LP 0.03% New 159,794 $14.6M
Zevenbergen Capital Investments LLC 0.35% Add +0.2% 158,830 $14.5M
Toronto Dominion Bank 0.04% Add +49.5% 157,065 $14.3M
Nan Fung Trinity (hk) Ltd. 2.26% New 156,285 $14.2M
Clearline Capital LP 1.42% Add +288.3% 154,013 $14.0M
State of Tennessee, Department of Treasury 0.05% Add +30.6% 150,650 $13.7M
Truist Financial Corp. 0.02% Add +77.3% 147,756 $13.5M
Abner Herrman & Brock LLC 1.71% New 147,231 $13.4M
Creative Planning 0.01% Add +2.8% 146,605 $13.4M
Man Group plc 0.04% Add +72.5% 142,264 $13.0M
Brown Advisory Inc. 0.02% Add +50.6% 139,903 $12.8M
Leonteq Securities AG 0.96% Add +276.9% 138,478 $12.5M
Vontobel Holding Ltd. 0.05% Add +53.0% 137,525 $12.5M
Prudential PLC 0.06% Reduce -3.7% 136,510 $12.4M
Walleye Capital LLC 0.15% Add +172.4% 135,895 $12.4M
DJE Kapital AG 0.36% Add +124.4% 137,820 $12.3M
Worldquant Millennium Advisors LLC 0.08% New 132,896 $12.1M
Royal London Asset Management Ltd. 0.03% Add +15.1% 132,855 $12.1M
Swiss Life Asset Management Ltd 0.09% Add +6.1% 132,547 $12.1M
Evergreen Capital Management LLC 0.40% Add +26.9% 132,006 $12.0M
Asset Management One Co., Ltd. 0.04% Add +7.1% 130,963 $11.9M
Victory Capital Management Inc. 0.01% Add +20.7% 130,666 $11.9M
Oaktop Capital Management Ii, L.P. 1.59% No change 130,619 $11.9M
Franklin Street Advisors Inc. 0.84% Reduce -5.1% 130,287 $11.9M
McGowan Group Asset Management, Inc. 1.59% Reduce -2.8% 130,031 $11.9M
Laurion Capital Management LP 0.94% New 129,801 $11.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +36.5% 128,788 $11.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -69.8% 128,067 $11.7M
Treasurer of the State of North Carolina 0.05% Reduce -11.3% 125,900 $11.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -71.2% 124,881 $11.4M
Russell Investments Group, Ltd. 0.02% Reduce -8.5% 123,332 $11.2M
Chicago Capital, LLC 0.31% Reduce -0.5% 120,802 $11.0M
Macquarie Group Ltd. 0.01% Reduce -82.2% 118,961 $10.8M
Baird Financial Group, Inc. 0.02% Add +1.4% 117,307 $10.7M
Public Employees Retirement System of Ohio 0.04% Reduce -2.0% 115,854 $10.6M
O'shaughnessy Asset Management, LLC 0.08% Reduce -16.5% 115,627 $10.5M
CSM Advisors, LLC 0.57% Reduce -1.6% 115,080 $10.5M
KLP Kapitalforvaltning As 0.05% No change 114,000 $10.4M
Corient Private Wealth LP 0.02% Reduce -9.0% 109,394 $10.0M
State of New Jersey Common Pension Fund D 0.04% Reduce -6.5% 108,690 $9.9M
ACR Alpine Capital Research, LLC 0.20% Add +18.0% 106,642 $9.7M
Private Advisor Group, LLC 0.06% Add +40.0% 106,162 $9.7M
Canada Pension Plan Investment Board 0.01% Add +1031.0% 105,152 $9.6M
Verity & Verity, LLC 0.83% New 104,017 $9.5M
Advisors Capital Management, LLC 0.15% New 103,023 $9.4M
Farmers & Merchants Investments Inc. 0.30% No change 102,885 $9.4M
Deltec Asset Management LLC 1.99% Add +174.2% 101,704 $9.3M
Hennessy Advisors Inc. 0.30% Reduce -13.8% 100,400 $9.2M
Resona Asset Management Co.,Ltd. 0.05% Add +8.2% 99,726 $9.1M
State of Michigan Retirement System 0.05% Add +1.2% 99,658 $9.1M
Candriam S.C.A. 0.06% Reduce -2.8% 98,941 $9.0M
PKO BP BANKOWY Universal Pension Society JSC 7.34% Add +650.4% 97,552 $8.9M
Corebridge Financial, Inc. 0.05% Add +0.1% 96,305 $8.8M
Voya Investment Management LLC 0.01% Reduce -86.2% 96,165 $8.8M
Quantinno Capital Management LP 0.06% Add +66.4% 96,012 $8.8M
Easterly Investment Partners LLC 0.73% Add +325.2% 95,675 $8.7M
Arizona State Retirement System 0.06% Add +4.9% 94,708 $8.6M
Clearbridge Investments, LLC 0.01% Reduce -6.3% 94,009 $8.6M
AE Wealth Management LLC 0.07% Add +10.4% 91,157 $8.3M
Robeco Schweiz AG 0.20% Add +19.3% 91,000 $8.3M
Mariner, LLC 0.01% Add +7.3% 89,315 $8.1M
Comerica Bank 0.03% Add +24.3% 88,496 $8.1M
Rafferty Asset Management, LLC 0.03% Reduce -18.2% 87,443 $8.0M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -7.3% 86,900 $7.9M
Williams Jones Wealth Management, LLC. 0.10% Reduce -47.5% 86,190 $7.9M
Kessler Investment Group, LLC 3.82% Add +7.4% 85,740 $7.8M
Cresset Asset Management, LLC 0.04% Add +250.4% 85,088 $7.8M
Lingohr Asset Management GmbH 1.94% Add +951.0% 85,580 $7.8M
Red Door Wealth Management, LLC 1.15% New 84,979 $7.7M
Federation des caisses Desjardins du Quebec 0.04% Add +10.5% 83,461 $7.6M
Clough Capital Partners L P 0.96% Reduce -26.3% 83,060 $7.6M
HRT Financial LP 0.05% New 82,943 $7.6M
MetLife Investment Management, LLC 0.04% Reduce -0.4% 82,250 $7.5M
Bulltick Wealth Management, LLC 1.98% Add +98.6% 82,008 $7.5M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +15.5% 81,159 $7.4M
Woodmont Investment Counsel LLC 0.52% Add +30.7% 79,030 $7.2M
Richard C. Young & CO., LTD. 0.77% Add +10.6% 79,012 $7.2M
Pinebridge Investments, L.P. 0.06% Reduce -71.8% 78,702 $7.2M
Fiduciary Trust Co 0.09% Add +14.6% 77,402 $7.1M
Sheaff Brock Investment Advisors, LLC 0.63% Add +0.9% 75,617 $6.9M
Steamboat Capital Partners, LLC 2.08% Reduce -1.9% 75,362 $6.9M
Maxi Investments CY Ltd 1.36% Add +24.3% 74,726 $6.8M
HUB Investment Partners, LLC 0.27% Add +3.5% 74,253 $6.8M
Kestra Advisory Services, LLC 0.03% Add +3.6% 73,665 $6.7M
Invictus Private Wealth, LLC 0.52% Add +397.9% 72,188 $6.6M
Van Den Berg Management I, Inc. 2.01% Add +107.1% 72,068 $6.6M
UniSuper Management Pty Ltd 0.05% Add +9.5% 71,784 $6.5M
Czech National Bank 0.06% Add +7.6% 71,652 $6.5M
Achmea Investment Management B.V. 0.09% Reduce -28.9% 71,369 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +9.2% 71,341 $6.5M
Mercer Global Advisors Inc. 0.01% Add +35.9% 70,975 $6.5M
Canal Insurance CO 1.51% Add +40.0% 70,000 $6.4M
PNC Financial Services Group, Inc. 0.00% Add +21.7% 69,212 $6.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% Reduce -8.6% 67,940 $6.2M
Shorepath Capital Management LLC 4.67% Add +3.7% 67,848 $6.2M
Contrarius Group Holdings Ltd 0.42% New 67,509 $6.2M
Retirement Systems of Alabama 0.02% Add +0.8% 67,037 $6.1M
Lazard Asset Management LLC 0.01% Reduce -56.1% 65,513 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +8.6% 64,876 $5.9M
QRG Capital Management, Inc. 0.06% Add +135.6% 64,722 $5.9M
Forsta Ap-Fonden 0.04% Reduce -16.6% 64,500 $5.9M
Gateway Investment Advisers LLC 0.07% Add +2.1% 63,349 $5.8M
ProShare Advisors LLC 0.01% Reduce -1.5% 62,742 $5.7M
Teacher Retirement System of Texas 0.02% Add +232.1% 62,124 $5.7M
J. Goldman & Co LP 0.20% New 62,117 $5.7M
Advisors Asset Management, Inc. 0.11% Add +34.9% 62,040 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +1.6% 61,722 $5.6M
Wellington Management Group LLP 0.00% Reduce -17.5% 61,360 $5.6M
Meyer Handelman Co. 0.19% Add +6.6% 60,693 $5.5M
Monte Financial Group, LLC 2.42% Add +30.5% 65,071 $5.5M
ING Groep NV 0.04% Add +53.0% 60,034 $5.5M
IFM Investors Pty Ltd 0.06% Add +1.8% 59,771 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -95.3% 59,740 $5.4M
Walleye Trading LLC 0.15% Reduce -90.7% 59,530 $5.4M
Amalgamated Bank 0.05% Add +3.1% 59,444 $5.4M
ADAPT Investment Managers SA 1.31% New 59,430 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.7% 59,429 $5.4M
MML Investors Services, LLC 0.02% Add +54.5% 59,381 $5.4M
Bearing Point Capital, LLC 1.13% Add +5.3% 58,439 $5.3M
Campbell Capital Management Inc. 3.08% Reduce -2.0% 57,907 $5.3M
Payden & Rygel 0.45% Add +14.7% 57,800 $5.3M
Signet Financial Management, LLC 0.67% Add +4.5% 54,736 $5.0M
Scotia Capital Inc. 0.03% Add +15.4% 54,427 $5.0M
Foster & Motley Inc. 0.31% Add +1.2% 54,204 $4.9M
DCM Advisors, LLC 2.63% New 54,050 $4.9M
Wolverine Trading, LLC 0.16% Reduce -68.9% 53,280 $4.9M
Royal Fund Management, LLC 0.58% Add +55.2% 53,484 $4.9M
Vestmark Advisory Solutions, Inc. 0.13% Add +74.5% 53,388 $4.9M
Wealthfront Advisers LLC 0.01% Reduce -6.2% 53,368 $4.9M
USS Investment Management Ltd 0.04% Reduce -15.8% 53,356 $4.9M
Nomura Holdings Inc. 0.03% Add +80.4% 53,173 $4.8M
IMC-Chicago, LLC 0.19% Reduce -7.6% 52,697 $4.8M
Brookstone Capital Management 0.07% Add +214.6% 52,215 $4.8M
Bank of Nova Scotia 0.01% Reduce -20.0% 52,107 $4.7M
Kendall Capital Management 1.39% Add +6.2% 52,005 $4.7M
M & L Capital Management Ltd 1.41% No change 51,800 $4.7M
Qsemble Capital Management, LP 0.50% New 51,503 $4.7M
L2 Asset Management, LLC 0.95% Add +25.5% 50,715 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +160.2% 50,417 $4.6M
Trajan Wealth LLC 0.25% Add +24.7% 50,402 $4.6M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -60.0% 50,000 $4.6M
Dark Forest Capital Management LP 0.21% Add +1378.2% 49,048 $4.5M
Focus Partners Wealth 0.01% Reduce -22.9% 48,960 $4.5M
B. Metzler seel. Sohn & Co. AG 0.05% Add +69.3% 48,956 $4.5M
Greenwood Capital Associates LLC 0.60% Reduce -0.4% 48,666 $4.4M
CIBC Asset Management Inc 0.01% Add +0.2% 48,576 $4.4M
Oppenheimer Asset Management Inc. 0.05% Reduce -35.2% 48,266 $4.4M
Xponance LLC 0.04% Add +2.1% 48,167 $4.4M
Utah Retirement Systems 0.05% Add +3.2% 47,960 $4.4M
Cerity Partners LLC 0.01% Add +23.8% 47,636 $4.3M
Public Sector Pension Investment Board 0.02% Add +9.0% 47,141 $4.3M
Blair William & Co. 0.01% Reduce -34.0% 46,578 $4.2M
Shorepoint Capital Partners LLC 0.96% Add +41.0% 46,574 $4.2M
Union Bancaire Privee, UBP SA 0.08% Add +24.7% 47,761 $4.2M
Simmons Bank 0.32% Add +1.3% 46,007 $4.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -10.2% 45,656 $4.2M
Daiwa Securities Group Inc. 0.02% Add +8.1% 45,255 $4.1M
&partners 0.04% Add +11.6% 44,605 $4.1M
Resolute Capital Asset Partners LLC 2.31% New 45,000 $4.1M
Viking Fund Management LLC 0.59% No change 45,000 $4.1M
Hudson Value Partners, LLC 1.54% New 44,869 $4.1M
Ensign Peak Advisors, Inc 0.01% Add +47.8% 44,794 $4.1M
Fred Alger Management, LLC 0.02% Add +9.0% 44,760 $4.1M
Benson Investment Management Company, Inc. 1.76% Reduce -0.2% 44,335 $4.0M
NorthCrest Asset Manangement, LLC 0.12% Reduce -1.3% 44,164 $4.0M
Alberta Investment Management Corp 0.03% Add +19.9% 44,000 $4.0M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -5.3% 43,812 $4.0M
Hennion & Walsh Asset Management, Inc. 0.18% Add +25.4% 43,728 $4.0M
XTX Topco Ltd 0.20% New 43,568 $4.0M
Public Employees Retirement Association of Colorado 0.02% Add +0.3% 43,322 $3.9M
Ethic Inc. 0.08% Reduce -8.3% 42,893 $3.9M
Cadence Bank 0.28% Add +0.5% 43,129 $3.9M
Texas Yale Capital Corp. 0.16% No change 42,941 $3.9M
Elo Mutual Pension Insurance Co 0.09% Add +26.6% 42,917 $3.9M
New York Life Investment Management LLC 0.04% Reduce -8.2% 42,401 $3.9M
Motco 0.41% New 42,180 $3.8M
Highland Capital Management, LLC 0.23% Add +19.2% 42,138 $3.8M
GLOBALT Investments LLC / GA 0.16% Reduce -0.3% 41,676 $3.8M
JAT Capital Mgmt LP 1.45% New 41,600 $3.8M
Westwood Holdings Group Inc. 0.03% Add +2.2% 41,455 $3.8M
Beacon Pointe Advisors, LLC 0.04% Reduce -18.1% 41,284 $3.8M
Vestcor Inc 0.13% Add +32.1% 41,199 $3.8M
Private Advisory Group LLC 0.43% Reduce -44.6% 41,080 $3.7M
Police & Firemen's Retirement System of New Jersey 0.04% Add +1.2% 39,945 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +3.0% 39,822 $3.6M
Eventide Asset Management, LLC 0.07% Reduce -50.6% 35,449 $3.6M
Advisory Services Network, LLC 0.07% Add +64.3% 38,748 $3.5M
Capstone Investment Advisors, LLC 0.04% Add +205.8% 38,444 $3.5M
Banco BTG Pactual S.A. 0.87% Add +91.8% 38,369 $3.5M
Ellsworth Advisors, LLC 0.91% Add +1.7% 38,205 $3.5M
Cibc World Markets Corp. 0.03% Reduce -22.1% 38,117 $3.5M
Group One Trading LLC 0.14% Reduce -12.7% 37,836 $3.4M
Wedbush Securities Inc. 0.13% Add +12.9% 37,677 $3.4M
Yousif Capital Management, LLC 0.04% Add +9.2% 37,588 $3.4M
J. Safra Sarasin Holding AG 0.06% Add +19.6% 37,186 $3.4M
Fortem Financial Group, LLC 1.30% Add +3.5% 36,573 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.6% 36,518 $3.3M
State of Alaska, Department of Revenue 0.04% Add +4.2% 36,475 $3.3M
Mutual of America Capital Management LLC 0.04% Reduce -1.4% 36,271 $3.3M
Oppenheimer & Co. Inc. 0.05% Add +72.5% 36,232 $3.3M
B. Riley Wealth Advisors, Inc. 0.10% Add +60.0% 35,883 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -62.8% 35,474 $3.2M
Stamos Capital Partners, L.P. 0.84% Add +79.2% 35,309 $3.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.6% 35,049 $3.2M
ASR Vermogensbeheer N.V. 0.05% — 35,051 $3.2M
Kestra Investment Management, LLC 0.06% Add +167.3% 34,884 $3.2M
Avanza Fonder AB 0.10% Reduce -1.9% 33,178 $3.2M
Asio Capital, LLC 0.60% New 33,997 $3.1M
Robbins Farley 1.64% Reduce -0.6% 33,966 $3.1M
Farmers Trust Co. 0.58% Add +7.1% 33,944 $3.1M
Kieckhefer Group LLC 2.23% Add +0.1% 33,877 $3.1M
Kera Capital Partners, Inc. 0.92% Add +1.9% 33,827 $3.1M
Caisse de depot et placement du Quebec 0.01% Reduce -88.6% 33,700 $3.1M
Occidental Asset Management, LLC 0.46% Add +12.3% 33,550 $3.1M
US Bancorp \de 0.00% Add +1.7% 33,516 $3.1M
NewEdge Wealth, LLC 0.06% Reduce -3.3% 33,472 $3.1M
OP Asset Management Ltd 0.05% — 33,255 $3.0M
M&T Bank Corp 0.01% Reduce -19.0% 33,250 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -37.6% 32,745 $3.0M
TD Waterhouse Canada Inc. 0.02% Add +58.7% 32,186 $3.0M
Erste Asset Management GmbH 0.04% Reduce -55.0% 31,401 $2.9M
Transamerica Financial Advisors, LLC 0.29% Reduce -4.7% 31,567 $2.9M
Advisors Management Group Inc. 0.62% Add +63.5% 31,245 $2.8M
Citizens Business Bank 0.62% Add +43.8% 31,228 $2.8M
Harvey Capital Management Inc. 0.74% Reduce -0.1% 31,225 $2.8M
LGT Group Foundation 0.04% Reduce -36.4% 30,487 $2.8M
Captrust Financial Advisors 0.01% Add +5.3% 30,428 $2.8M
Atria Investments, Inc 0.04% Reduce -32.8% 30,198 $2.8M
SG Americas Securities, LLC 0.01% Add +725.0% 30,155 $2.7M
Fifth Third Bancorp 0.01% Reduce -2.2% 30,136 $2.7M
Highlander Partners, L.P. 1.69% No change 30,000 $2.7M
JBF Capital, Inc. 0.53% No change 30,000 $2.7M
American Century Companies Inc. 0.00% Add +14.4% 29,962 $2.7M
Mackenzie Financial Corp. 0.00% Reduce -61.2% 29,869 $2.7M
Lifeworks Advisors, LLC 0.45% Add +48.4% 29,459 $2.7M
Rakuten Investment Management, Inc. 0.01% — 28,811 $2.7M
Guild Investment Management, Inc. 2.77% Add +3.3% 28,975 $2.6M
Westpac Banking Corp. 0.19% No change 28,783 $2.6M
Hixon Zuercher, LLC 0.92% New 28,610 $2.6M
Woodline Partners LP 0.02% Reduce -91.8% 28,599 $2.6M
Graham Capital Management, L.P. 0.12% New 28,486 $2.6M
Banque Cantonale Vaudoise 0.11% — 28,183 $2.6M
Marks Group Wealth Management, Inc 0.25% Reduce -8.5% 28,054 $2.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +24.4% 28,051 $2.6M
Transform Wealth, LLC 0.15% Reduce -4.7% 27,441 $2.5M
Sphera Management Technology Funds Ltd 1.98% New 27,335 $2.5M
Prevail Innovative Wealth Advisors, LLC 0.66% New 27,325 $2.5M
Per Stirling Capital Management, LLC. 0.35% Add +1054.8% 27,035 $2.5M
Prospera Financial Services Inc 0.06% Add +1.7% 26,987 $2.5M
Arkadios Wealth Advisors 0.09% Add +83.3% 26,952 $2.5M
Oregon Public Employees Retirement Fund 0.05% Add +1.6% 26,773 $2.4M
Two Sigma Advisers, LP 0.01% New 26,600 $2.4M
Prelude Capital Management, LLC 0.24% Add +73.9% 26,423 $2.4M
AXA S.A. 0.01% Reduce -1.8% 26,171 $2.4M
KMG Fiduciary Partners, LLC 0.20% Add +16.1% 26,014 $2.4M
Hohimer Wealth Management, LLC 0.46% Add +0.7% 25,733 $2.3M
Pacer Advisors, Inc. 0.01% Reduce -27.6% 25,672 $2.3M
Neuberger Berman Group LLC 0.00% Reduce -96.2% 25,330 $2.3M
Stratos Wealth Partners, LTD. 0.04% Reduce -6.1% 25,298 $2.3M
NorthCoast Asset Management LLC 0.01% Add +27.6% 25,096 $2.3M
Panoramic Capital, LLC 2.85% Add +46.5% 25,000 $2.3M
PKO Investment Management Joint-Stock Co 0.26% New 25,000 $2.3M
New Age Alpha Advisors, LLC 0.10% No change 25,000 $2.3M
Mizuho Securities USA LLC 0.05% Reduce -14.2% 24,979 $2.3M
Avantax Advisory Services, Inc. 0.01% Add +94.9% 24,610 $2.2M
Dodge & Cox 0.00% Reduce -3.6% 24,352 $2.2M
Panagora Asset Management Inc. 0.01% Reduce -79.8% 23,815 $2.2M
Ritholtz Wealth Management 0.06% Reduce -14.3% 23,679 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -51.7% 23,471 $2.1M
Front Row Advisors LLC 0.82% Reduce -14.7% 23,296 $2.1M
Hudson Canyon Capital Management 1.49% Add +4.3% 23,200 $2.1M
Pinnacle Associates Ltd. 0.03% Add +50.7% 23,134 $2.1M
Horizon Investments, LLC 0.06% Add +5.3% 23,233 $2.1M
Acadian Asset Management LLC 0.01% Add +127.4% 23,120 $2.1M
Comprehensive Financial Management LLC 0.07% No change 23,071 $2.1M
Pathstone Holdings, LLC 0.01% Add +21.5% 23,207 $2.1M
Kingswood Wealth Advisors, LLC 0.19% Add +4.6% 22,948 $2.1M
Capital Analysts, LLC 0.08% Add +12.5% 22,751 $2.1M
Vident Advisory, LLC 0.03% Add +58.4% 22,159 $2.0M
Lighthouse Investment Partners, LLC 0.09% Reduce -63.1% 22,133 $2.0M
Arlington Capital Management, Inc. 1.53% Add +1.1% 22,094 $2.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.19% New 22,000 $2.0M
Citizens National Bank Trust Department 0.43% Add +13.4% 21,882 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.09% Reduce -67.6% 21,851 $2.0M
Westbourne Investments, Inc. 1.20% Add +167.6% 21,808 $2.0M
Northwest & Ethical Investments L.P. 0.05% Reduce -22.7% 21,769 $2.0M
Sunbelt Securities, Inc. 0.18% Add +0.0% 21,638 $2.0M
Caprock Group, LLC 0.06% Add +2.0% 21,597 $2.0M
Gabelli Funds LLC 0.01% No change 21,300 $1.9M
Brick & Kyle, Associates 0.89% New 21,485 $1.9M
Garner Asset Management Corp 0.85% Reduce -5.3% 21,240 $1.9M
International Assets Investment Management, LLC 0.17% Add +7.8% 21,065 $1.9M
Nvwm, LLC 0.51% Add +2.8% 21,055 $1.9M
Parsons Capital Management Inc. 0.10% Add +5.2% 20,990 $1.9M
Symmetry Investments LP 0.17% Reduce -89.1% 20,979 $1.9M
Clarity Capital Partners LLC 0.77% Add +57.7% 20,947 $1.9M
Commerce Bank 0.01% Reduce -4.4% 20,900 $1.9M
Jones Financial Companies LLLP 0.00% Add +81.3% 20,638 $1.9M
Ogorek Anthony Joseph /NY/ 0.62% Add +0.4% 20,771 $1.9M
Great Lakes Retirement, Inc. 0.25% Add +9.2% 20,733 $1.9M
Princeton Capital Management LLC 0.66% Reduce -3.3% 20,649 $1.9M
Formidable Asset Management, LLC 0.31% Reduce -5.6% 20,514 $1.9M
Brevan Howard Capital Management LP 0.05% Add +310.2% 20,511 $1.9M
Monetary Management Group Inc. 0.50% Add +968.9% 20,244 $1.8M
Titleist Asset Management, LLC 0.21% Add +27.9% 20,031 $1.8M
IHT Wealth Management, LLC 0.06% Add +174.0% 19,824 $1.8M
HAP Trading, LLC 0.64% New 19,756 $1.8M
SouthState Bank Corp 0.08% New 19,620 $1.8M
Optimize Financial Inc. 0.67% Add +20.3% 19,524 $1.8M
NFSG Corp 0.43% Add +17.3% 19,437 $1.8M
Argyle Capital Management, LLC 0.66% Add +10.6% 19,435 $1.8M
L & S Advisors Inc 0.25% Reduce -38.0% 19,091 $1.7M
Hancock Whitney Corp. 0.06% New 19,090 $1.7M
Hartford Investment Management Co. 0.06% Reduce -1.0% 18,819 $1.7M
Kentucky Retirement Systems 0.05% Reduce -5.0% 18,781 $1.7M
MIdWestOne Financial Group, Inc. 0.24% New 18,687 $1.7M
Slagle Financial, LLC 0.76% Add +5.8% 18,681 $1.7M
Virtu Financial LLC 0.09% New 18,595 $1.7M
Lanark Financial, Inc. 0.14% — 18,563 $1.7M
Mengis Capital Management, Inc. 0.35% Reduce -0.4% 18,485 $1.7M
Sowell Financial Services LLC 0.08% Add +44.5% 18,436 $1.7M
Greater Midwest Financial Group, LLC 1.17% New 18,405 $1.7M
Atria Wealth Solutions, Inc. 0.02% Add +27.6% 18,363 $1.7M
Gulf International Bank (UK) Ltd 0.06% Reduce -15.1% 18,259 $1.7M
J.W. Cole Advisors, Inc. 0.05% Add +16.9% 18,215 $1.7M
Foresight Capital Management Advisors, Inc. 1.03% Add +13.1% 18,112 $1.7M
Cwm, LLC 0.01% Reduce -18.3% 18,105 $1.6M
Institute for Wealth Management, LLC. 0.21% Reduce -0.6% 17,962 $1.6M
NEOS Investment Management LLC 0.03% Add +16.3% 17,810 $1.6M
Holderness Investments Co. 0.38% Reduce -0.1% 17,669 $1.6M
Blueshift Asset Management, LLC 0.64% Add +101.2% 17,609 $1.6M
William Allan Corp 1.00% New 17,546 $1.6M
HCR Wealth Advisors 0.21% Add +14.2% 17,523 $1.6M
BSW Wealth Partners 0.24% Add +43.3% 17,480 $1.6M
Belpointe Asset Management LLC 0.08% Add +390.1% 17,375 $1.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +272.4% 16,083 $1.6M
Watts Gwilliam & Co., LLC 0.34% Add +19.4% 17,009 $1.6M
RBF Capital, LLC 0.10% No change 17,000 $1.5M
Headlands Technologies LLC 0.18% New 16,973 $1.5M
Sky Investment Group LLC 0.29% Add +15.3% 16,875 $1.5M
Bank Hapoalim BM 0.23% New 16,835 $1.5M
Louisiana State Employees Retirement System 0.03% Add +1.8% 16,800 $1.5M
Sawgrass Asset Management LLC 0.19% Reduce -3.3% 16,693 $1.5M
National Philanthropic Trust 0.02% No change 16,656 $1.5M
Eisler Capital Management Ltd. 0.05% New 16,623 $1.5M
Parker Investment Management, LLC 0.27% Add +4.7% 16,605 $1.5M
Securian Asset Management, Inc. 0.05% Add +0.5% 16,504 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% — 13,473 $1.5M
Intech Investment Management LLC 0.02% Reduce -14.7% 16,439 $1.5M
Evercore Wealth Management, LLC 0.02% No change 16,001 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.8% 15,962 $1.5M
ARS Investment Partners, LLC 0.13% No change 12,545 $1.4M
Flputnam Investment Management Co. 0.03% Reduce -7.2% 15,839 $1.4M
Fulton Bank, N.A. 0.06% Add +6.3% 15,640 $1.4M
Burney Co./ 0.05% Add +1.3% 15,633 $1.4M
Metis Global Partners, LLC 0.04% Reduce -1.9% 15,508 $1.4M
MAI Capital Management 0.01% Add +4.0% 15,457 $1.4M
Lineweaver Wealth Advisors, LLC 0.24% Add +14.8% 15,381 $1.4M
Burns J W & Co. Inc. 0.18% Add +38.6% 15,295 $1.4M
Affinity Investment Advisors, LLC 1.13% Add +16.8% 15,219 $1.4M
Thompson Siegel & Walmsley LLC 0.02% Reduce -21.6% 15,106 $1.4M
Mirador Capital Partners LP 0.24% Add +6.3% 15,081 $1.4M
Thrivent Financial for Lutherans 0.00% Add +1.3% 15,064 $1.4M
Alight Capital Management LP 0.72% No change 15,000 $1.4M
Edgewood Management LLC 0.00% No change 15,000 $1.4M
MRP Capital Investments, LLC 1.28% Add +0.8% 14,975 $1.4M
Ashford Capital Management Inc. 0.17% Reduce -47.7% 14,679 $1.3M
BDF-Gestion 0.15% No change 14,637 $1.3M
Lido Advisors, LLC 0.01% Add +8.9% 14,423 $1.3M
New Mexico Educational Retirement Board 0.05% Add +5.1% 14,400 $1.3M
JT Stratford LLC 0.23% Reduce -20.8% 14,342 $1.3M
PFG Investments, LLC 0.08% Add +13.0% 14,320 $1.3M
Fox Run Management, L.L.C. 0.20% New 14,251 $1.3M
Garda Capital Partners LP 0.73% New 14,218 $1.3M
Icon Wealth Advisors, LLC 0.11% Reduce -1.4% 14,215 $1.3M
Cladis Investment Advisory, LLC 0.93% Add +30.9% 14,110 $1.3M
Atlas Capital Advisors Inc. 0.16% Reduce -20.6% 13,805 $1.3M
Kercheville Advisors, LLC 0.51% Reduce -6.8% 13,652 $1.2M
Composition Wealth, LLC 0.02% Reduce -1.4% 13,626 $1.2M
Kensington Investment Counsel, LLC 0.55% New 13,510 $1.2M
FCG Investment Co 0.76% Reduce -2.1% 13,311 $1.2M
CSS LLC 0.24% Reduce -6.4% 13,240 $1.2M
Trust Investment Advisors 0.78% Add +23.5% 13,209 $1.2M
Allstate Corp. 0.04% Add +39.9% 13,147 $1.2M
Ceeto Capital Group, LLC 0.45% Add +85.7% 13,000 $1.2M
Farther Finance Advisors, LLC 0.03% Add +27.5% 12,859 $1.2M
Vest Financial, LLC 0.02% Reduce -48.4% 12,918 $1.2M
AlphaCore Capital LLC 0.10% Add +136.6% 12,855 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -12.5% 12,707 $1.2M
Geneos Wealth Management Inc. 0.04% Add +18.4% 12,535 $1.1M
Delphi Management Inc. 1.16% Add +2.3% 12,532 $1.1M
Humankind Investments LLC 0.30% Add +12.2% 12,516 $1.1M
Viawealth, LLC 0.70% Add +6.4% 12,513 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +6.7% 12,451 $1.1M
Norinchukin Bank, The 0.02% Add +11.7% 12,001 $1.1M
Solidarity Wealth, LLC 0.27% New 12,000 $1.1M
Polymer Capital Management (HK) LTD 0.19% Reduce -71.0% 12,000 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Add +77.8% 11,966 $1.1M
Intrepid Financial Planning Group LLC 0.50% No change 11,932 $1.1M
Hantz Financial Services, Inc. 0.02% Add +22.8% 11,877 $1.1M
M&G PLC 0.01% No change 11,797 $1.1M
Clear Harbor Asset Management, LLC 0.08% Add +43.1% 11,722 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +27.7% 11,708 $1.1M
Beck Bode, LLC 0.20% Reduce -1.9% 11,703 $1.1M
Salem Investment Counselors Inc. 0.04% Reduce -8.0% 11,602 $1.1M
Phoenix Financial Ltd. 0.02% New 11,580 $1.1M
Siemens Fonds Invest GmbH 0.07% Add +0.2% 11,562 $1.1M
Scientech Research LLC 0.28% New 11,527 $1.1M
SteelPeak Wealth, LLC 0.04% Add +5.6% 11,502 $1.0M
G&S Capital LLC 0.45% Reduce -47.2% 11,498 $1.0M
Avior Wealth Management, LLC 0.04% Add +22.3% 11,441 $1.0M
CIBC Private Wealth Group LLC 0.00% Reduce -97.7% 14,353 $1.0M
Aspire Private Capital, LLC 0.26% Reduce -34.9% 11,400 $1.0M
RD Finance Ltd 0.83% — 11,350 $1.0M
Tudor Investment Corporation 0.01% New 11,334 $1.0M
Longfellow Investment Management Co. LLC 0.25% New 11,286 $1.0M
Principal Securities, Inc. 0.02% No change 8,900 $1.0M
Vectors Research Management, LLC 0.36% Reduce -0.1% 11,214 $1.0M
Applied Finance Capital Management, LLC 0.07% Add +7.0% 11,164 $1.0M
Seaview Investment Managers LLC 0.24% New 10,972 $1.0M
OmniStar Financial Group, Inc. 0.79% Add +217.1% 10,936 $999K
Sigma Planning Corp 0.03% Add +11.4% 10,945 $998K
Wesbanco Bank Inc. 0.03% Reduce -55.6% 10,931 $996K
Thoroughbred Financial Services, LLC 0.06% Add +1.4% 10,924 $995K
Argent Trust Co 0.04% Add +37.7% 10,848 $989K
J.P. Marvel Investment Advisors, LLC 0.17% No change 10,816 $986K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +5.5% 10,663 $972K
Cantor Fitzgerald Investment Advisors L.P. 0.07% Add +0.7% 10,637 $970K
FORA Capital, LLC 0.10% New 10,587 $965K
Natixis 0.01% Reduce -77.2% 10,626 $957K
Triglav Investments, D.O.O. 0.08% No change 10,500 $957K
Gould Capital, LLC 0.67% New 10,489 $956K
Keybank National Association 0.00% Add +104.8% 10,471 $954K
TKG Advisors, LLC 0.47% Reduce -43.7% 10,383 $946K
OMERS ADMINISTRATION Corp 0.01% Reduce -54.2% 10,376 $946K
Oxford Asset Management LLP 0.44% Add +31.5% 10,357 $944K
Plato Investment Management Ltd 0.08% Reduce -14.5% 10,196 $939K
Bleakley Financial Group, LLC 0.03% Add +10.2% 10,299 $939K
Los Angeles Capital Management LLC 0.00% Add +4.3% 10,284 $937K
Empowered Funds, LLC 0.01% Reduce -66.3% 10,253 $935K
Ballentine Partners, LLC 0.02% Add +0.1% 10,203 $930K
Entropy Technologies, LP 0.09% Reduce -34.0% 10,172 $927K
Greenleaf Trust 0.01% Add +1.4% 10,172 $927K
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -24.6% 10,167 $927K
Gladstone Institutional Advisory LLC 0.04% Add +5.1% 10,145 $925K
Pitcairn Co. 0.06% Reduce -51.1% 10,144 $925K
Dynasty Wealth Management, LLC 0.02% Add +17.5% 10,138 $924K
Shelton Wealth Management, LLC 0.53% Add +15.2% 10,075 $918K
APG Asset Management US Inc. 0.01% No change 9,985 $918K
Alamar Capital Management, LLC 0.55% Reduce -1.4% 10,061 $917K
Zuckerman Investment Group, LLC 0.10% New 10,010 $912K
Quantum Private Wealth, LLC 0.34% Add +409.0% 10,002 $912K
Union Square Park Capital Management, LLC 1.00% New 10,000 $912K
Mork Capital Management, LLC 0.71% No change 10,000 $912K
IPG Investment Advisors LLC 0.21% Reduce -45.4% 10,000 $912K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.7% 9,922 $904K
Dymon Asia Capital (singapore) Pte. LTD. 0.72% New 9,909 $903K
Snowden Capital Advisors LLC 0.03% Reduce -11.1% 9,818 $895K
Compass Capital Corp. /Ma/ 0.47% Reduce -7.4% 9,970 $894K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -73.3% 9,734 $886K
SummitTX Capital, L.P. 0.04% — 9,650 $880K
Beaumont Financial Advisors, LLC 0.07% Reduce -5.3% 9,583 $873K
KG Capital Management 0.28% Add +92.6% 9,419 $859K
Boyd Watterson Asset Management LLC 0.28% Add +141.5% 9,387 $856K
Whittier Trust Co. 0.01% Reduce -3.5% 9,281 $846K
Element Pointe Advisors, LLC 0.20% Add +19.6% 9,232 $841K
Crossmark Global Holdings, Inc. 0.01% Reduce -11.9% 9,223 $841K
Seed Wealth Management, Inc. 0.68% No change 9,175 $836K
Burling Wealth Partners, LLC 0.18% Reduce -6.8% 9,155 $834K
Investment Management Corp of Ontario 0.02% Reduce -31.5% 9,139 $833K
Defender Capital, LLC. 0.32% Reduce -10.8% 9,000 $822K
Integrated Wealth Concepts LLC 0.01% Add +25.3% 8,964 $817K
Cornerstone Wealth Management, LLC 0.06% Add +20.4% 8,943 $815K
Rwa Wealth Partners, LLC 0.01% Reduce -93.2% 8,865 $808K
Ossiam 0.01% Reduce -5.6% 8,836 $805K
Tennessee Valley Asset Management Partners 0.13% Reduce -10.6% 8,836 $805K
Lindenwold Advisors, INC 0.45% Add +76.4% 8,821 $804K
Gables Capital Management Inc. 0.40% Add +40.0% 8,805 $803K
Archer Investment Management, LLC 0.55% New 8,691 $792K
Waverly Advisors, LLC 0.01% Add +9.5% 8,531 $778K
Courier Capital LLC 0.05% Reduce -2.9% 8,526 $777K
South Dakota Investment Council 0.02% New 8,500 $775K
GeoWealth Management, LLC 0.03% Reduce -2.1% 8,475 $773K
WealthPlan Investment Management, LLC 0.08% New 8,445 $770K
Allworth Financial LP 0.00% Add +5.8% 8,052 $760K
Intellectus Partners, LLC 0.19% Add +4.1% 8,334 $760K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +361.1% 8,300 $757K
Guggenheim Capital LLC 0.01% Reduce -13.7% 8,300 $757K
HighPoint Advisor Group LLC 0.04% Reduce -8.9% 8,060 $756K
Fiduciary Family Office, LLC 0.25% New 8,292 $756K
Centaurus Financial, Inc. 0.04% Add +5.0% 8,083 $737K
InTrack Investment Management Inc 0.67% Reduce -40.3% 8,071 $736K
Cookson Peirce & Co. Inc. 0.04% Add +12.4% 8,065 $735K
Bridgefront Capital, LLC 0.21% Add +74.1% 8,052 $734K
Pacific Point Advisors, LLC 0.40% No change 8,000 $729K
Kentucky Retirement Systems Insurance Trust Fund 0.05% New 7,999 $729K
Glenmede Trust Co. NA 0.00% Reduce -4.6% 7,947 $724K
Stephens Inc. 0.01% Reduce -22.3% 7,932 $723K
Stratos Wealth Advisors, LLC 0.04% Add +14.2% 7,847 $715K
First Commonwealth Financial Corp 0.17% New 7,834 $714K
Mayflower Financial Advisors, LLC 0.11% Reduce -0.1% 7,816 $712K
Hilltop Holdings Inc. 0.04% Add +0.6% 7,805 $711K
HB Wealth Management, LLC 0.01% Reduce -56.5% 7,787 $710K
Ofi Invest Asset Management 0.02% Reduce -94.7% 8,380 $707K
bLong Financial, LLC 0.63% Add +5.4% 7,747 $706K
Citizens Financial Group Inc. 0.01% Reduce -1.4% 7,680 $700K
Pallas Capital Advisors LLC 0.03% Reduce -2.0% 7,668 $699K
Compound Planning, Inc. 0.03% Add +13.8% 7,632 $696K
Intact Investment Management Inc. 0.02% Add +0.0% 7,600 $693K
Empower Advisory Group, LLC 0.00% Reduce -7.0% 7,569 $690K
IFP Advisors, Inc 0.02% Add +61.6% 7,521 $686K
MN Wealth Advisors, LLC 0.40% Add +81.7% 7,521 $686K
McCarter Private Wealth Services LLC 0.45% Add +71.2% 7,969 $685K
Empire Financial Management Company, LLC 0.21% Reduce -16.7% 7,500 $684K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +27.5% 7,463 $680K
Visionary Wealth Advisors 0.04% Add +201.1% 7,437 $678K
Dorsey & Whitney Trust CO LLC 0.04% Add +45.3% 7,411 $676K
Praxis Investment Management Inc. 0.05% No change 7,410 $675K
BNP Paribas 0.03% Add +4271.0% 7,387 $674K
Kestra Private Wealth Services, LLC 0.01% Reduce -42.5% 7,371 $672K
Persium Advisors, LLC 0.63% Add +13.3% 7,338 $669K
LBP Am SA 0.01% No change 7,278 $663K
Advisor OS, LLC 0.07% Add +15.3% 7,200 $656K
Jacobs Levy Equity Management, Inc. 0.00% No change 7,190 $655K
Violich Capital Management, Inc. 0.09% No change 7,168 $653K
Wahed Invest LLC 0.11% Add +7.7% 7,157 $652K
Maverick Capital 0.01% Reduce -4.7% 7,144 $651K
EP Wealth Advisors, LLC 0.01% Add +9.1% 7,119 $649K
Round Rock Advisors LLC 0.12% Reduce -1.7% 7,056 $643K
Grey Ledge Advisors, LLC 0.17% New 6,993 $637K
Fayez Sarofim & Co 0.00% Reduce -0.0% 6,953 $634K
Gifford Fong Associates 0.16% No change 6,946 $633K
North Star Investment Management Corp. 0.05% Reduce -0.1% 6,938 $632K
Apollon Wealth Management, LLC 0.01% Add +10.8% 6,882 $627K
Alps Advisors Inc. 0.00% Reduce -5.7% 6,880 $627K
Strategic Investment Advisors / MI 0.07% Reduce -37.6% 6,874 $627K
United Capital Financial Advisors, LLC 0.01% Add +37.7% 6,867 $626K
Future Fund LLC 0.80% Add +14.3% 6,855 $625K
Elevation Point Wealth Partners, LLC 0.05% Add +23.5% 6,812 $621K
United Services Automobile Association 0.02% New 6,699 $618K
D.A. Davidson & Co. 0.01% Add +9.2% 6,782 $618K
Kanawha Capital Management LLC 0.05% Reduce -0.8% 6,638 $605K
Park Place Capital Corp 0.16% Add +0.7% 6,601 $602K
Patten & Patten Inc. 0.04% Add +0.2% 6,588 $600K
Allianz SE 0.02% Reduce -51.4% 6,528 $595K
E Fund Management Co., Ltd. 0.03% Add +4.7% 6,521 $594K
Renasant Bank 0.39% Add +1.3% 6,520 $594K
Guyasuta Investment Advisors Inc. 0.04% Reduce -0.9% 6,488 $591K
Severin Investments, LLC 0.59% Add +12.5% 6,429 $586K
Summit Financial, LLC 0.02% Add +39.5% 6,415 $585K
High Net Worth Advisory Group LLC 0.16% Add +27.7% 6,410 $584K
Vinva Investment Management Ltd 0.02% Add +95.8% 6,326 $584K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -74.0% 6,386 $582K
Parallel Advisors, LLC 0.01% Add +8.3% 6,363 $580K
Ameritas Advisory Services, LLC 0.02% Reduce -0.4% 5,388 $577K
Flagship Harbor Advisors, LLC 0.03% Add +52.7% 6,317 $576K
Mgo One Seven LLC 0.02% Reduce -42.9% 6,276 $572K
Axq Capital, LP 0.23% New 6,247 $569K
American State Bank (Iowa) 0.34% No change 6,231 $568K
Opinicus Capital, Inc. 0.50% Add +5.5% 6,209 $566K
Ieq Capital, LLC 0.00% Reduce -48.9% 6,203 $565K
Chicago Partners Investment Group LLC 0.02% Add +43.6% 5,896 $565K
Capital Investment Counsel, Inc 0.08% Add +93.2% 6,187 $564K
Concurrent Investment Advisors, LLC 0.01% Add +56.5% 6,184 $564K
Penserra Capital Management LLC 0.01% Reduce -6.4% 6,193 $563K
Hara Capital LLC 0.38% No change 6,166 $562K
Bridgewater Advisors Inc. 0.05% Reduce -62.1% 5,929 $556K
Merit Financial Group, LLC 0.01% Add +67.2% 6,051 $552K
Baldwin Investment Management, LLC 0.07% Add +73.7% 5,998 $547K
Cornercap Investment Counsel Inc. 0.28% Reduce -1.4% 5,932 $541K
GAMMA Investing LLC 0.04% Add +94.8% 5,914 $539K
Kovack Advisors, Inc. 0.06% Add +82.0% 5,890 $537K
Aster Capital Management (DIFC) Ltd 0.10% New 5,206 $535K
Choreo, LLC 0.01% Reduce -34.9% 5,839 $532K
Banco Santander, S.A. 0.01% Add +12.2% 5,836 $532K
True Vision MN LLC 0.32% Add +2.6% 5,817 $530K
De Lisle Partners LLP 0.09% No change 5,800 $529K
Net Worth Advisory Group 0.17% New 5,773 $526K
Midwest Professional Planners, LTD. 0.16% Reduce -3.4% 5,745 $524K
Tower Research Capital LLC (TRC) 0.02% Reduce -82.0% 4,472 $520K
Moors & Cabot, Inc. 0.03% Reduce -48.0% 5,695 $519K
Townsquare Capital LLC 0.01% Reduce -0.7% 5,650 $515K
Signaturefd, LLC 0.01% Reduce -1.4% 5,649 $515K
Trust Asset Management LLC 0.04% Reduce -45.0% 5,648 $515K
Austin Private Wealth, LLC 0.05% Reduce -24.5% 5,645 $515K
Garrison Point Advisors, LLC 0.25% No change 5,634 $514K
Bingham Private Wealth, LLC 0.53% New 5,613 $512K
Frank, Rimerman Advisors LLC 0.04% Add +8.9% 5,607 $511K
DAVENPORT & Co LLC 0.00% Add +83.4% 5,580 $509K
SBI Securities Co., Ltd. 0.02% Reduce -16.0% 5,541 $505K
Cornerstone Planning Group LLC 0.12% New 5,651 $504K
Mufg Securities Americas Inc. 0.06% Add +21.8% 5,522 $503K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -19.1% 5,495 $501K
Independent Solutions Wealth Management, LLC 0.11% Reduce -62.9% 5,487 $500K
Perigon Wealth Management, LLC 0.01% Reduce -56.6% 5,473 $499K
Centiva Capital, LP 0.03% Add +3918.4% 5,465 $498K
Integrated Advisors Network LLC 0.03% Reduce -87.4% 5,440 $496K
Independent Advisor Alliance 0.02% Reduce -4.5% 5,358 $488K
Tiaa Trust, National Association 0.00% Add +3.0% 5,348 $487K
Quadrant Capital Group LLC 0.02% Add +90.0% 5,275 $481K
Profund Advisors LLC 0.02% Reduce -6.9% 5,266 $480K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -86.3% 5,246 $478K
Schechter Investment Advisors, LLC 0.04% Add +32.3% 5,157 $470K
GAMCO Investors 0.01% Reduce -27.5% 5,130 $468K
Avity Investment Management Inc. 0.04% Reduce -18.3% 5,085 $463K
OneDigital Investment Advisors LLC 0.01% Add +11.4% 5,004 $456K
CM Management, LLC 0.46% New 5,000 $456K
American Alpha Advisors, LLC 0.40% Add +100.0% 5,000 $456K
Equitable Holdings, Inc. 0.00% Add +5.4% 4,993 $455K
Essex Financial Services, Inc. 0.03% Add +8.3% 4,977 $454K
Manchester Capital Management LLC 0.06% Add +25.0% 4,973 $453K
Cache Advisors, LLC 0.17% No change 4,961 $452K
Quadcap Wealth Management, LLC 0.07% New 4,947 $451K
SOL Capital Management CO 0.05% No change 4,912 $448K
Ascent Group, LLC 0.02% Reduce -20.0% 4,774 $435K
Abn Amro Investment Solutions 0.01% Reduce -15.8% 4,769 $435K
KRS Capital Management, LLC 0.35% Reduce -34.4% 4,767 $434K
MADDEN SECURITIES Corp 0.17% Reduce -3.6% 4,755 $433K
Independent Financial Group, LLC 0.01% Reduce -27.4% 4,718 $430K
Clearstead Advisors, LLC 0.01% Add +212.3% 4,672 $426K
XML Financial, LLC 0.04% New 4,620 $421K
West Paces Advisors Inc. 0.10% Add +6.4% 4,617 $421K
Argus Investors' Counsel, Inc. 0.32% Reduce -2.7% 4,572 $417K
Baker Avenue Asset Management, LP 0.01% New 4,548 $415K
Brown Brothers Harriman & Co. 0.00% Add +7870.2% 4,543 $414K
Howard Capital Management, LLC 0.01% Add +4.3% 4,498 $410K
VestGen Advisors, LLC 0.02% — 4,473 $408K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.19% New 4,437 $404K
Golden State Wealth Management, LLC 0.06% Add +54.6% 4,411 $402K
MMBG Investment Advisors Co. 0.05% Add +27.3% 4,406 $402K
Cary Street Partners Financial LLC 0.01% Add +2.8% 4,335 $395K
Wexford Capital LP 0.10% Add +25.9% 4,320 $394K
Capital Advisors Inc. 0.01% Add +119.9% 4,294 $391K
Strategic Advocates LLC 0.14% Add +31.9% 4,262 $388K
Asset Dedication, LLC 0.03% Reduce -5.5% 4,234 $386K
First Bank & Trust 0.07% No change 4,214 $384K
Jacobi Capital Management LLC 0.03% Add +40.5% 4,156 $379K
Great Valley Advisor Group, Inc. 0.01% Add +1.9% 4,145 $378K
Migdal Insurance & Financial Holdings Ltd. 0.01% New 4,093 $377K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.3% 4,104 $374K
Sentinel Pension Advisors, LLC 0.07% New 4,103 $374K
Byrne Financial Freedom, LLC 0.21% Add +15.3% 4,102 $374K
LRI Investments, LLC 0.04% Reduce -6.8% 4,093 $373K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.6% 4,087 $373K
Orion Portfolio Solutions, LLC 0.00% Reduce -2.6% 4,087 $373K
Aft, Forsyth & Company, Inc. 0.20% Add +2.3% 4,080 $372K
Cyndeo Wealth Partners, LLC 0.02% Reduce -12.1% 4,074 $371K
Capital Markets Trading UK LLP 0.42% New 4,065 $371K
Fort Washington Investment Advisors Inc. 0.00% Add +2.4% 4,069 $371K
Cohen Capital Management, Inc. 0.06% New 4,069 $371K
M3 Advisory Group, LLC 0.29% Add +1.5% 4,048 $369K
Tritonpoint Wealth, LLC 0.04% Reduce -2.3% 4,035 $368K
Delta Investment Management, LLC 0.07% New 4,020 $366K
Prasad Wealth Partners, LLC 0.12% Add +29.9% 4,013 $366K
Gator Capital Management, LLC 0.14% No change 4,000 $365K
SVB Wealth LLC 0.01% Reduce -49.8% 3,981 $363K
Sciencast Management LP 0.08% New 3,979 $363K
GM Advisory Group, LLC 0.02% Reduce -1.3% 3,975 $362K
Monument Capital Management 0.11% Reduce -7.3% 3,954 $360K
Raleigh Capital Management Inc. 0.16% Reduce -39.9% 3,911 $357K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.1% 3,893 $355K
Checchi Capital Advisers, LLC 0.03% Add +13.7% 3,882 $354K
Richard W. Paul & Associates, LLC 0.14% Reduce -37.3% 3,882 $354K
Level Four Advisory Services, LLC 0.01% Add +33.4% 3,809 $347K
Groupama Asset Managment 0.01% New 3,746 $346K
OneAscent Financial Services LLC 0.02% Add +3.4% 3,778 $345K
Ashton Thomas Securities, LLC 0.10% Add +5.4% 3,760 $345K
Kathmere Capital Management, LLC 0.03% Reduce -18.1% 3,763 $343K
Detalus Advisors, LLC 0.11% Add +5.5% 3,756 $342K
J.Safra Asset Management Corp 0.03% Add +85.4% 3,741 $341K
Aspen Grove Capital, LLC 0.07% Reduce -1.3% 3,738 $341K
Cynosure Group, LLC 0.05% Add +36.5% 3,677 $335K
Cornerstone Select Advisors, LLC 0.32% New 3,670 $335K
Stevens Capital Management LP 0.08% New 3,649 $333K
CENTRAL TRUST Co 0.01% Reduce -25.4% 3,629 $331K
NJ State Employees Deferred Compensation Plan 0.04% No change 3,628 $331K
Stratos Investment Management, LLC 0.02% New 3,625 $330K
Private Trust Co. NA 0.03% Reduce -4.3% 3,623 $330K
Tanager Wealth Management LLP 0.04% Add +0.5% 3,613 $329K
North Star Asset Management Inc. 0.01% Add +19.4% 3,611 $329K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -10.7% 3,602 $328K
First Dallas Securities Inc. 0.14% Reduce -8.9% 3,595 $328K
Chancellor Financial Group WB LP 0.27% Add +32.4% 3,595 $328K
Affinity Wealth Management LLC 0.06% Add +0.5% 3,557 $324K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 3,534 $322K
GTS Securities LLC 0.01% Reduce -8.4% 3,506 $320K
Marathon Trading Investment Management LLC 0.17% Reduce -68.2% 3,500 $319K
OneAscent Wealth Management LLC 0.14% Add +12.4% 3,487 $318K
Concord Wealth Partners 0.05% Reduce -0.8% 3,484 $318K
Chesapeake Asset Management LLC 0.30% Add +8.0% 3,480 $317K
3Chopt Investment Partners, LLC 0.08% New 3,470 $316K
Ellevest, Inc. 0.02% Reduce -7.2% 3,461 $315K
Dynamic Advisor Solutions LLC 0.01% Reduce -3.1% 3,447 $314K
Kintegral Advisory, LLC 0.03% Reduce -0.3% 3,433 $313K
Arjuna Capital 0.09% Reduce -2.0% 3,432 $313K
Bragg Financial Advisors, Inc 0.01% Reduce -0.9% 3,420 $312K
Clark Financial Services Group Inc. 0.22% New 3,420 $312K
Crestwood Advisors Group, LLC 0.01% Add +15.6% 3,410 $311K
Versor Investments LP 0.05% New 3,404 $310K
Meeder Advisory Services, Inc. 0.02% Add +54.5% 3,403 $310K
Eastern Bank 0.01% Add +6.6% 3,398 $310K
Outlook Wealth Advisors, LLC 0.09% Add +0.0% 3,391 $309K
GPS Wealth Strategies Group, LLC 0.04% Reduce -17.0% 3,374 $308K
Beacon Financial Group 0.03% Reduce -14.2% 3,372 $307K
Orion Capital Management LLC 0.13% Add +25.6% 3,365 $307K
Krane Funds Advisors LLC 0.01% New 3,348 $305K
Prosperity Consulting Group, LLC 0.02% Add +15.2% 3,339 $304K
Asahi Life Asset Management Co., LTD. 0.20% New 3,330 $304K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -11.6% 3,317 $303K
D'Orazio & Associates, Inc. 0.05% Reduce -0.3% 3,305 $301K
Sunflower Bank, N.A. 0.08% Add +0.9% 3,285 $299K
Elkhorn Partners Limited Partnership 0.20% Add +49.1% 3,280 $299K
Fullerton Fund Management Co Ltd. 0.02% New 3,277 $299K
Beverly Hills Private Wealth, LLC 0.06% Reduce -36.0% 3,272 $298K
Sterling Capital Management LLC 0.00% Reduce -3.4% 3,262 $297K
Stance Capital LLC 0.22% Add +40650.0% 3,260 $297K
Hunter Associates Investment Management LLC 0.05% Reduce -9.2% 3,257 $297K
Addison Advisors LLC 0.08% Add +0.7% 3,241 $295K
Coldstream Capital Management Inc. 0.01% Add +15.0% 3,225 $294K
Wealth Alliance, LLC 0.04% Add +16.3% 3,223 $294K
Capitol Family Office, Inc. 0.41% No change 3,212 $293K
MBB Public Markets I LLC 0.03% New 3,159 $288K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +11.9% 3,114 $284K
Northern Financial Advisors Inc 0.23% Reduce -2.5% 3,111 $284K
Eagle Global Advisors LLC 0.01% No change 3,100 $283K
CFM Wealth Partners LLC 0.05% Add +10.7% 3,099 $282K
Brighton Jones LLC 0.01% Add +2.9% 3,098 $282K
Savant Capital, LLC 0.00% Reduce -80.6% 3,095 $282K
Ariadne Wealth Management, LP 0.15% Add +14.0% 2,938 $282K
Venturi Wealth Management, LLC 0.01% Reduce -36.5% 3,080 $281K
Clearview Wealth Advisors LLC 0.21% New 3,077 $280K
Principle Wealth Partners LLC 0.02% No change 3,076 $280K
Spire Wealth Management 0.01% Reduce -6.6% 3,073 $280K
Mission Wealth Management, LP 0.01% Add +62.4% 3,037 $277K
Columbia Bank 0.10% Add +2.2% 3,035 $277K
Sentry Investment Management LLC 0.19% Reduce -23.0% 3,684 $276K
Ameritas Investment Partners, Inc. 0.01% Add +3.1% 3,004 $274K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.20% Add +50.0% 3,000 $273K
Wealth Effects LLC 0.11% Reduce -14.2% 2,995 $273K
1858 Wealth Management, LLC 0.23% Reduce -78.1% 2,974 $271K
Allen Capital Group, LLC 0.03% Add +1.1% 2,968 $271K
Rakuten Securities, Inc. 0.14% Reduce -23.3% 2,954 $269K
Venture Visionary Partners LLC 0.01% Add +12.1% 2,949 $269K
StoneX Group Inc. 0.01% Reduce -56.1% 2,947 $269K
Schiavi & Co LLC 0.10% No change 2,931 $267K
LPWM LLC 0.09% Add +14.1% 2,921 $266K
Parisi Gray Wealth Management 0.09% New 2,917 $266K
AIA Group Ltd 0.01% Reduce -82.6% 2,897 $264K
Voya Financial Advisors, Inc. 0.03% Reduce -52.1% 2,857 $264K
Virtue Capital Management, LLC 0.03% Reduce -19.4% 2,886 $262K
Fiduciary Financial Group, LLC 0.06% Add +27.7% 3,320 $262K
Gateway Wealth Partners, LLC 0.06% No change 2,855 $260K
Seven Springs Wealth Group, LLC 0.09% No change 2,850 $260K
Fuller & Thaler Asset Management, Inc. 0.00% No change 2,840 $259K
Interchange Capital Partners, LLC 0.07% Add +0.5% 2,837 $259K
World Investment Advisors 0.01% Reduce -8.0% 2,824 $257K
Cigna Investments Inc. 0.05% Reduce -1.5% 2,818 $257K
SeaCrest Wealth Management, LLC 0.03% Reduce -29.1% 2,816 $257K
Enzi Wealth 0.10% Reduce -6.2% 2,710 $256K
Alan B Lancz & Associates, Inc. 0.27% Reduce -12.5% 2,801 $255K
Optimist Retirement Group LLC 0.13% Add +33.2% 2,800 $255K
Silver Lake Group, L.L.C. 0.00% Reduce -93.4% 2,800 $255K
Accredited Investors Inc. 0.02% No change 2,796 $255K
Bradley Foster & Sargent Inc. 0.00% Reduce -1.4% 2,789 $254K
Ostrum Asset Management 0.01% Add +227.8% 2,786 $254K
Holland Advisory Services, Inc. 0.39% Add +29.4% 2,786 $254K
GC Wealth Management RIA, LLC 0.05% New 2,765 $252K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.3% 2,764 $252K
Aptus Capital Advisors, LLC 0.00% Reduce -48.4% 2,762 $252K
Financial Management Professionals, Inc. 0.03% Reduce -3.5% 2,761 $252K
OneAscent Investment Solutions LLC 0.30% — 2,757 $251K
Sharkey, Howes & Javer 0.04% No change 2,751 $251K
Collective Family Office LLC 0.07% Reduce -17.9% 2,750 $251K
Synovus Financial Corp. 0.00% New 2,734 $249K
Embree Financial Group 0.04% New 2,716 $248K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 2,700 $246K
Freedom Together Foundation 0.03% No change 2,687 $245K
Cantor Fitzgerald, L. P. 0.01% Add +15.4% 2,677 $244K
Elite Wealth Management, Inc. 0.07% New 2,650 $242K
Graypoint LLC 0.01% Add +12.2% 2,634 $240K
Commerzbank Aktiengesellschaft 0.01% New 2,622 $239K
Wealthcare Advisory Partners LLC 0.01% Add +44.9% 2,612 $238K
Mesirow Financial Investment Management, Inc. 0.00% Add +10.5% 2,606 $238K
Cutter & CO Brokerage, Inc. 0.06% New 2,603 $237K
Mason & Associates Inc 0.06% New 2,595 $237K
Quad-Cities Investment Group, LLC 0.12% Reduce -21.2% 2,579 $235K
Lindbrook Capital, LLC 0.02% Add +2.3% 2,559 $233K
Harbour Capital Advisors, LLC 0.06% No change 2,984 $230K
Forum Financial Management, LP 0.00% Add +1.8% 2,521 $230K
Asset Management Group, Inc. 0.04% Add +0.4% 2,511 $229K
Simon Quick Advisors, LLC 0.01% Reduce -1.9% 2,506 $228K
Westwood Wealth Management 0.10% No change 2,500 $228K
PKS Advisory Services, LLC 0.06% New 2,497 $228K
Kingsview Wealth Management, LLC 0.00% Reduce -14.3% 2,493 $227K
Focus Financial Network, Inc. 0.01% Add +20.9% 2,490 $227K
Hamilton Point Investment Advisors, LLC 0.04% No change 2,474 $226K
Focus Partners Advisor Solutions, LLC 0.00% Add +13.2% 2,464 $225K
Exchange Traded Concepts, LLC 0.00% Add +25.9% 2,460 $224K
Rollins Financial Advisors, LLC 0.04% New 2,445 $223K
Avantax Planning Partners, Inc. 0.01% New 2,433 $222K
B & T Capital Management DBA Alpha Capital Management 0.04% Reduce -2.6% 2,432 $222K
Adell Harriman & Carpenter Inc. 0.02% New 2,428 $221K
Sagespring Wealth Partners, LLC 0.01% New 2,426 $221K
Western Wealth Management, LLC 0.01% Reduce -12.9% 2,426 $221K
Parcion Private Wealth LLC 0.02% Add +7.0% 2,404 $219K
Equitable Trust Co. 0.01% Reduce -19.7% 2,388 $218K
Seneca House Advisors 0.09% Reduce -4.1% 2,387 $218K
CreativeOne Wealth, LLC 0.01% Add +36.0% 2,382 $217K
Vantage Financial Partners, LLC 0.05% Add +33.9% 2,371 $216K
Montgomery Investment Management Inc. 0.09% No change 2,368 $216K
Benjamin Edwards Inc. 0.00% Reduce -18.7% 2,365 $216K
Professional Financial Advisors, LLC 0.05% Add +0.4% 2,359 $215K
HBK Sorce Advisory LLC 0.01% Add +17.6% 2,351 $214K
Confluence Wealth Services, Inc. 0.01% No change 2,401 $214K
Alterna Wealth Management, Inc. 0.16% New 2,334 $213K
Objectivity Squared, LLC 0.18% Add +42.4% 2,595 $213K
Jackson Square Capital, LLC 0.07% Reduce -80.2% 2,332 $213K
V-Square Quantitative Management LLC 0.03% Add +23.3% 2,332 $213K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,323 $212K
Quadrant Private Wealth Management, LLC 0.05% New 2,303 $210K
One Capital Management, LLC 0.01% Add +12.1% 2,292 $209K
Camden National Bank 0.03% New 2,288 $209K
Transcend Capital Advisors, LLC 0.01% Add +12.7% 2,279 $208K
One Wealth Advisors, LLC 0.03% Reduce -32.2% 2,270 $207K
Good Life Advisors, LLC 0.01% Add +3.8% 2,245 $205K
Lester Murray Antman dba SimplyRich 0.06% Reduce -23.7% 2,239 $204K
Sanders Morris Harris LLC 0.03% No change 2,200 $202K
First County Bank 0.11% No change 2,218 $202K
Moneco Advisors, LLC 0.02% Add +21.4% 2,216 $202K
Wakefield Asset Management LLLP 0.06% New 2,195 $200K
Van Eck Associates Corp. 0.00% Reduce -36.2% 2,092 $191K
Truvestments Capital LLC 0.04% Reduce -28.2% 2,083 $190K
Tradewinds Capital Management, LLC 0.05% Add +1.5% 2,030 $185K
Stephens Consulting, LLC 0.05% No change 2,030 $185K
Ascentis Wealth Management, LLC 0.06% Add +182.8% 2,005 $184K
FNY Investment Advisers, LLC 0.11% Add +1900.0% 2,000 $182K
Armstrong Advisory Group, Inc. 0.01% No change 1,560 $180K
Wayfinding Financial, LLC 0.08% New 1,957 $178K
CX Institutional 0.01% New 1,907 $174K
CI Investments Inc. 0.00% Reduce -5.3% 1,908 $174K
Bessemer Group Inc. 0.00% Reduce -88.4% 1,786 $163K
Blue Bell Private Wealth Management, LLC 0.03% Add +1124.1% 1,775 $162K
Rosenberg Matthew Hamilton 0.04% Reduce -5.5% 1,752 $160K
Putney Financial Group LLC 0.16% Reduce -6.5% 1,702 $155K
Parkside Financial Bank & Trust 0.02% Add +33.3% 1,695 $155K
Spirit of America Management Corp. 0.03% No change 1,624 $148K
CoreCap Advisors, LLC 0.01% Add +34.7% 1,591 $145K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +48.4% 1,533 $140K
Smartleaf Asset Management LLC 0.01% Reduce -8.9% 1,512 $140K
Huntington National Bank 0.00% Add +12.6% 1,513 $138K
Arax Advisory Partners 0.01% Add +762.3% 1,509 $138K
AdvisorNet Financial, Inc 0.01% Reduce -0.5% 1,497 $136K
Tsfg, LLC 0.03% No change 1,493 $136K
Park Square Financial Group, LLC 0.11% Reduce -28.9% 1,452 $132K
Generali Investments, Management Co LLC 0.04% Add +28.4% 1,414 $129K
Cary Street Partners Investment Advisory LLC 0.07% Add +1464.7% 1,330 $121K
EverSource Wealth Advisors, LLC 0.01% Add +204.4% 1,327 $121K
Bogart Wealth, LLC 0.01% Reduce -7.2% 1,298 $118K
Harbour Investments, Inc. 0.00% Reduce -2.5% 1,283 $117K
Montag A & Associates Inc. 0.01% No change 1,276 $116K
GHP Investment Advisors, Inc. 0.01% No change 1,223 $111K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,184 $108K
Brooklyn Investment Group 0.02% Add +93.6% 1,181 $108K
MassMutual Private Wealth & Trust, FSB 0.00% Add +80.5% 1,164 $106K
Wilmington Savings Fund Society, FSB 0.00% Reduce -27.4% 1,126 $103K
Clearstead Trust, LLC 0.02% Add +0.4% 1,116 $102K
Harbor Investment Advisory, LLC 0.01% Reduce -11.8% 1,114 $102K
Groupe la Francaise 0.00% New 1,041 $101K
LGT Financial Advisors LLC 0.30% Add +53700.0% 1,076 $98K
HM Payson & Co. 0.00% Add +30.5% 1,069 $97K
Wealth Preservation Advisors, LLC 0.07% — 1,068 $97K
North Capital, Inc. 0.09% — 1,061 $97K
Ameliora Wealth Management Ltd. 0.04% Reduce -47.0% 1,060 $97K
Mather Group, Llc. 0.00% Add +113.3% 1,043 $95K
Creative Financial Designs Inc. 0.01% Add +124.7% 1,027 $94K
Deseret Mutual Benefit Administrators 0.05% Add +59.0% 1,027 $94K
Smithfield Trust Co 0.00% Reduce -14.3% 1,028 $93K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 1,006 $92K
Nisa Investment Advisors, LLC 0.00% Reduce -90.4% 1,006 $92K
Shell Asset Management Co. 0.00% No change 980 $89K
Bay Harbor Wealth Management, LLC 0.03% Reduce -37.9% 974 $89K
Hager Investment Management Services, LLC 0.06% No change 970 $88K
Compagnie Lombard Odier SCmA 0.00% No change 960 $88K
Colonial Trust Advisors 0.01% Add +359.5% 919 $84K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -9.4% 910 $83K
McIlrath & Eck, LLC 0.01% Add +167.6% 883 $80K
Larson Financial Group LLC 0.00% Add +424.1% 870 $79K
Peoples Bank 0.05% No change 843 $77K
Murphy & Mullick Capital Management Corp 0.07% Add +28.2% 840 $77K
Pinpoint Asset Management Ltd 0.01% Add +83400.0% 835 $76K
Berbice Capital Management LLC 0.06% No change 800 $73K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.05% No change 800 $73K
WASHINGTON TRUST Co 0.00% Add +175.6% 791 $72K
Archer Investment Corp 0.02% Reduce -78.3% 775 $71K
Blue Trust, Inc. 0.00% Add +3.3% 758 $69K
UMB Bank, n.a. 0.00% Reduce -42.3% 746 $68K
Evelyn Partners Investment Management LLP 0.00% Reduce -4.7% 737 $67K
Horizon Financial Services, LLC 0.04% No change 700 $64K
Carolinas Wealth Consulting LLC 0.01% Reduce -13.1% 668 $61K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 650 $59K
TCTC Holdings, LLC 0.00% No change 619 $56K
AlphaQuest LLC 0.01% Add +2573.9% 615 $56K
Costello Asset Management, INC 0.02% New 608 $55K
Webster Bank, N. A. 0.01% No change 601 $55K
First Horizon Advisors, Inc. 0.00% Add +32.9% 586 $53K
Glen Eagle Advisors, LLC 0.01% Reduce -59.0% 565 $52K
Garde Capital, Inc. 0.00% New 551 $50K
CKW Financial Group 0.01% No change 541 $50K
Versant Capital Management, Inc 0.01% Add +74.2% 547 $50K
Tortoise Investment Management, LLC 0.01% No change 535 $49K
Alpine Bank Wealth Management 0.01% — 527 $48K
Catalyst Capital Advisors LLC 0.00% New 527 $48K
Prestige Wealth Management Group LLC 0.01% Reduce -0.6% 511 $47K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 503 $46K
AllSquare Wealth Management LLC 0.03% No change 500 $46K
Ramirez Asset Management, Inc. 0.01% New 500 $46K
Nemes Rush Group LLC 0.01% Add +0.4% 483 $44K
Optimum Investment Advisors 0.02% Reduce -13.5% 481 $44K
MCF Advisors LLC 0.00% Add +28.9% 469 $43K
Coston, McIsaac & Partners 0.01% No change 466 $42K
Key Financial Inc 0.01% No change 442 $40K
SJS Investment Consulting Inc. 0.01% No change 434 $40K
Ameriflex Group, Inc. 0.02% Add +142.9% 425 $39K
Assetmark, Inc. 0.00% Add +63.7% 406 $37K
Hanson & Doremus Investment Management 0.01% Add +3545.4% 401 $37K
Sachetta, LLC 0.01% Reduce -20.3% 401 $37K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 401 $37K
Hexagon Capital Partners LLC 0.01% Add +24.4% 392 $36K
Hemington Wealth Management 0.01% Add +0.8% 388 $35K
Pinnacle Bancorp, Inc. 0.01% No change 382 $35K
Pinney & Scofield, Inc. 0.03% No change 381 $35K
Zions Bancorporation, National Association 0.00% — 377 $34K
Promus Capital, LLC 0.03% No change 366 $33K
Sound Income Strategies, LLC 0.00% Add +13.2% 361 $33K
Bokf, NA 0.00% No change 360 $33K
ESL Trust Services, LLC 0.01% No change 357 $33K
Olde Wealth Management, LLC 0.01% New 360 $32K
Fortitude Family Office, LLC 0.01% Reduce -19.3% 351 $32K
Quent Capital, LLC 0.00% Add +0.3% 351 $32K
Hughes Financial Services, LLC 0.01% New 344 $32K
Center for Financial Planning, Inc. 0.00% No change 345 $31K
Caldwell Trust Co 0.00% No change 340 $31K
CVA Family Office, LLC 0.00% Add +18.1% 339 $31K
JFS Wealth Advisors, LLC 0.00% Add +1.2% 333 $30K
Vision Financial Markets LLC 0.03% Add +44.3% 329 $30K
Crowley Wealth Management, Inc. 0.03% Add +86.2% 324 $30K
Stonebridge Financial Group, LLC 0.00% No change 322 $29K
Medallion Wealth Advisors, LLC 0.01% Add +40.5% 309 $28K
Bell Investment Advisors, Inc 0.01% Reduce -2.2% 307 $28K
Heritage Wealth Advisors 0.00% No change 305 $28K
Cullen/Frost Bankers, Inc. 0.00% Add +270.7% 304 $28K
Ancora Advisors LLC 0.00% Add +5.3% 296 $27K
Flaharty Asset Management, LLC 0.00% New 294 $27K
Cheviot Value Management, LLC 0.00% New 284 $27K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 289 $26K
JTC Employer Solutions Trustee Ltd 0.00% No change 288 $26K
Provenance Wealth Advisors, LLC 0.00% No change 282 $26K
N.E.W. Advisory Services LLC 0.00% New 281 $26K
MV Capital Management, Inc. 0.00% Reduce -10.5% 281 $26K
Smallwood Wealth Investment Management, LLC 0.02% New 275 $25K
Toth Financial Advisory Corp. 0.00% Add +50.0% 252 $23K
Kimelman & Baird, LLC 0.00% No change 252 $23K
Fairscale Capital, LLC 0.02% No change 251 $23K
Anchor Investment Management, LLC 0.00% No change 244 $22K
First Command Advisory Services, Inc. 0.00% Reduce -18.6% 240 $22K
Meeder Asset Management Inc. 0.00% Add +67.1% 239 $22K
Rothschild Investment LLC 0.00% Add +71.3% 233 $21K
Covestor Ltd 0.01% Reduce -22.2% 231 $21K
Continuum Advisory, LLC 0.00% Reduce -15.7% 226 $21K
Bellwether Advisors, LLC 0.00% No change 218 $20K
Financial Freedom, LLC 0.01% Add +89.3% 212 $19K
Rise Advisors, LLC 0.01% Add +5175.0% 211 $19K
Clean Yield Group 0.01% No change 210 $19K
First Community Trust NA 0.02% No change 209 $19K
Evermay Wealth Management LLC 0.00% No change 206 $19K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 203 $19K
Oakworth Capital, Inc. 0.00% No change 203 $19K
Accordant Advisory Group Inc 0.02% No change 200 $18K
Piscataqua Savings Bank 0.02% No change 198 $18K
Hollencrest Capital Management 0.00% Add +27.1% 192 $18K
First Financial Corp. 0.01% No change 187 $17K
Ulland Investment Advisors, LLC 0.01% No change 189 $17K
Centerpoint Advisors, LLC 0.01% Reduce -40.3% 185 $17K
GW&K Investment Management, LLC 0.00% Add +54.6% 184 $17K
Towne Trust Company, N.A 0.01% No change 182 $17K
TruNorth Capital Management, LLC 0.00% New 179 $16K
Bangor Savings Bank 0.00% Reduce -43.1% 174 $16K
Darwin Wealth Management, LLC 0.01% No change 135 $16K
Washington Trust Advisors, Inc. 0.00% New 169 $15K
St Germain D J Co. Inc. 0.00% Reduce -9.1% 160 $15K
Sandy Spring Bank 0.00% Reduce -23.2% 152 $14K
Johnson Financial Group, Inc. 0.00% Reduce -20.5% 151 $14K
Consultiva Wealth Management, Corp. 0.05% New 150 $14K
Strategic Investment Solutions, Inc. 0.00% New 150 $14K
Resources Management Corp. /CT/ 0.00% No change 140 $13K
WealthCollab, LLC 0.01% Add +3.0% 139 $13K
CNB Bank 0.01% No change 137 $12K
Plante Moran Financial Advisors, LLC 0.00% Add +35.4% 134 $12K
Physician Wealth Advisors, Inc. 0.00% Reduce -2.9% 132 $12K
NewSquare Capital LLC 0.00% Add +1190.0% 129 $12K
Saudi Central Bank 0.06% New 127 $12K
Hoey Investments, Inc. 0.00% Reduce -68.8% 125 $11K
HHM Wealth Advisors, LLC 0.00% Reduce -67.0% 123 $11K
Contravisory Investment Management, Inc. 0.00% No change 121 $11K
Signature Resources Capital Management, LLC 0.01% No change 120 $11K
Westside Investment Management, Inc. 0.00% Reduce -85.1% 118 $11K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -24.5% 117 $11K
Lowe Wealth Advisors, LLC 0.00% No change 114 $10K
Advantage Trust Co 0.01% No change 113 $10K
Valley National Advisers Inc. 0.00% No change 119 $10K
WPG Advisers, LLC 0.01% Add +260.0% 108 $10K
Colonial Trust Co / SC 0.00% Reduce -77.8% 107 $10K
VSM Wealth Advisory, LLC 0.00% Add +24.7% 106 $10K
American Capital Advisory, LLC 0.00% No change 100 $9K
Beacon Capital Management, LLC 0.00% Add +1.0% 100 $9K
Cohen & Steers, Inc. 0.00% Add +43.5% 99 $9K
ORG Partners LLC 0.00% Reduce -86.0% 96 $9K
Pension & Wealth Management Advisors, Inc. 0.00% No change 96 $9K
American National Bank & Trust 0.00% No change 95 $9K
Activest Wealth Management 0.00% New 93 $8K
Vermillion & White Wealth Management Group, LLC 0.01% No change 90 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 89 $8K
Whipplewood Advisors, LLC 0.00% Reduce -12.7% 96 $8K
Abound Wealth Management 0.00% Add +10.7% 83 $8K
Grove Bank & Trust 0.00% No change 80 $7K
CGC Financial Services, LLC 0.00% No change 79 $7K
Tompkins Financial Corp. 0.00% No change 79 $7K
TD Capital Management LLC 0.00% No change 79 $7K
Pineridge Advisors LLC 0.00% Reduce -12.4% 78 $7K
Avion Wealth 0.00% No change 61 $7K
IFS Advisors, LLC 0.01% No change 75 $7K
Morse Asset Management, Inc 0.00% Reduce -99.8% 75 $7K
Godsey & Gibb, Inc. 0.00% Add +46.0% 73 $7K
Richardson Capital Management LLC 0.00% No change 72 $7K
General Partner, Inc. 0.00% No change 71 $6K
Trifecta Capital Advisors, LLC 0.00% Reduce -85.0% 71 $6K
Trust Co. of Vermont 0.00% No change 71 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -12.5% 70 $6K
HighMark Wealth Management LLC 0.00% No change 70 $6K
Novem Group 0.00% New 68 $6K
City Holding Co. 0.00% New 68 $6K
True Wealth Design, LLC 0.00% Reduce -71.8% 66 $6K
Global Wealth Strategies & Associates 0.00% Add +270.6% 63 $6K
Nalls Sherbakoff Group, LLC 0.00% — 62 $6K
Richards, Merrill & Peterson, Inc. 0.00% Reduce -40.0% 60 $5K
Stone House Investment Management, LLC 0.00% New 60 $5K
Flagship Wealth Advisors, LLC 0.00% No change 59 $5K
Pacific Center for Financial Services 0.00% No change 59 $5K
City State Bank 0.00% No change 53 $5K
Delta Asset Management LLC 0.00% No change 49 $4K
Cape Investment Advisory, Inc. 0.00% Add +6.7% 48 $4K
Altshuler Shaham Ltd 0.00% New 44 $4K
First PREMIER Bank 0.00% No change 39 $4K
First Pacific Financial 0.00% New 43 $4K
Retirement Wealth Solutions LLC 0.00% No change 42 $4K
Kennebec Savings Bank 0.00% New 42 $4K
Aventura Private Wealth, LLC 0.00% New 42 $4K
Dogwood Wealth Management LLC 0.00% New 41 $4K
Principia Wealth Advisory, LLC 0.00% Add +616.7% 43 $4K
FSA Wealth Management LLC 0.00% No change 39 $4K
Financial Perspectives, Inc 0.00% No change 39 $4K
Proffitt & Goodson Inc. 0.00% No change 39 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -52.0% 37 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -2.8% 35 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.0% 34 $3K
PFS Partners, LLC 0.00% New 34 $3K
Highline Wealth Partners LLC 0.00% Add +47.8% 34 $3K
New England Capital Financial Advisors LLC 0.00% No change 32 $3K
Iron Horse Wealth Management, LLC 0.00% New 31 $3K
NBT Bank, N.A. 0.00% No change 28 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.7% 27 $2K
Bfsg, LLC 0.00% New 26 $2K
WealthTrak Capital Management LLC 0.00% Add +127.3% 25 $2K
Rogco, LP 0.00% No change 25 $2K
Pacifica Partners Inc. 0.00% Add +45.0% 29 $2K
Global Financial Private Client, LLC 0.00% Add +14.3% 24 $2K
BankPlus Trust Department 0.00% New 23 $2K
Capital Advisors, Ltd. LLC 0.00% No change 22 $2K
Roble, Belko & Company, Inc 0.00% No change 20 $2K
Marshall Investment Management, LLC 0.00% New 22 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 21 $2K
Sierra Ocean, LLC 0.00% Add +133.3% 21 $2K
Kiker Wealth Management, LLC 0.00% New 21 $2K
Rossby Financial, LCC 0.00% New 19 $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
Fortis Group Advisors, LLC 0.00% Reduce -35.7% 18 $2K
PayPay Securities Corp 0.09% Reduce -39.3% 17 $2K
Crewe Advisors LLC 0.00% Reduce -94.0% 15 $1K
DT Investment Partners, LLC 0.00% No change 14 $1K
Spectrum Wealth Counsel, LLC 0.00% New 12 $1K
GF Fund Management Co. LTD. 0.00% New 11 $1K
McClarren Financial Advisors, Inc. 0.00% New 91 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -96.6% 16 $1K
Financial Network Wealth Advisors LLC 0.00% New 10 $912
Berkshire Capital Holdings Inc. 0.00% No change 10 $912
Winch Advisory Services, LLC 0.00% Reduce -80.8% 10 $912
Atwood & Palmer Inc. 0.00% No change 10 $912
Laurel Wealth Advisors LLC 0.00% No change 11 $912
Transce3nd, LLC 0.00% Reduce -59.1% 9 $820
Millstone Evans Group, LLC 0.00% No change 8 $729
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 8 $713
Winnacle Wealth LLC 0.00% Add +60.0% 8 $665
Capital A Wealth Management, LLC 0.00% New 7 $638
Binnacle Investments Inc 0.00% — 7 $638
Private Wealth Asset Management, LLC 0.00% — 6 $547
Parkworth Wealth Management, Inc. 0.00% No change 5 $456
North Ridge Wealth Advisors, Inc. 0.00% No change 5 $456
1 North Wealth Services LLC 0.00% New 5 $456
REAP Financial Group, LLC 0.00% Reduce -92.9% 5 $456
Osterweis Capital Management Inc. 0.00% New 5 $456
WestEnd Advisors, LLC 0.00% Add +400.0% 5 $456
Perkins Coie Trust Co 0.00% New 5 $455
Semmax Financial Advisors Inc. 0.00% New 3 $288
Synergy Investment Management, LLC 0.00% No change 3 $273
Painted Porch Advisors LLC 0.00% Reduce -97.8% 2 $182
High Note Wealth, LLC 0.00% Reduce -85.7% 2 $182
TFC Financial Management, Inc. 0.00% Reduce -66.7% 1 $92
HFM Investment Advisors, LLC 0.00% — 1 $92
Logan Capital Management Inc. 0.00% No change 1 $91
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.