Discover Financial ServicesDFS
13F holders, Q1 2024 (March 31)1,033holders
12famous investors
$130.91avg. 13F price*
At the end of Q1 2024, 1,033 institutions reported holding Discover Financial Services (DFS) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock Inc. ($2.4B) and Capital World Investors ($2.2B). 12 famous investors held it, including Glenn Greenberg (9.1% of Brave Warrior Advisors's portfolio), Stanley Druckenmiller (2.3% of Duquesne Family Office's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Discover Financial Services
- CUSIP
- 254709108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $1.8B |
| Exits | 85 | $438.5M |
Ownership 1,033 holders
| Vanguard Group Inc. | 0.08% | Reduce -5.9% | 30,430,823 | $4.0B |
| BlackRock Inc. | 0.06% | Reduce -0.5% | 18,608,992 | $2.4B |
| Capital World Investors | 0.36% | Reduce -18.9% | 16,730,783 | $2.2B |
| State Street Corp. | 0.06% | Reduce -2.3% | 10,343,882 | $1.4B |
| FMR LLC | 0.06% | Reduce -1.4% | 6,569,694 | $861.2M |
| Geode Capital Management, LLC | 0.07% | Add +6.9% | 6,021,182 | $789.1M |
| Morgan Stanley | 0.05% | Add +3.4% | 4,590,537 | $601.8M |
| Norges Bank | 0.09% | Add +49.0% | 4,272,184 | $560.0M |
| Boston Partners | 0.63% | Reduce -55.3% | 4,052,577 | $530.9M |
| Dimensional Fund Advisors LP | 0.13% | Add +1.2% | 3,699,383 | $485.0M |
| Brave Warrior Advisors | 9.08% | Add +25.7% | 3,310,077 | $433.9M |
| Balyasny Asset Management L.P. | 0.94% | Add +647.1% | 2,717,157 | $356.2M |
| Sessa Capital IM, L.P. | 13.05% | New | 2,558,062 | $335.3M |
| Northern Trust Corp. | 0.05% | Reduce -5.9% | 2,367,747 | $310.4M |
| Barclays PLC | 0.14% | Reduce -10.1% | 2,283,768 | $299.4M |
| Invesco Ltd. | 0.06% | Reduce -0.8% | 2,262,828 | $296.6M |
| Millennium Management | 0.24% | Add +35798.8% | 2,125,927 | $278.7M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.7% | 2,024,456 | $265.4M |
| JPMorgan Chase & Co. | 0.02% | Add +0.2% | 1,909,827 | $250.4M |
| First Trust Advisors LP | 0.25% | Reduce -7.5% | 1,876,045 | $245.9M |
| Southpoint Capital Advisors LP | 4.67% | Reduce -18.2% | 1,800,000 | $236.0M |
| Legal & General Group Plc | 0.06% | Add +0.1% | 1,705,107 | $223.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +2.9% | 1,698,830 | $222.7M |
| LSV Asset Management | 0.46% | Reduce -6.7% | 1,690,949 | $221.7M |
| Capital International Investors | 0.04% | Add +0.0% | 1,618,555 | $212.2M |
| Pentwater Capital Management LP | 3.35% | New | 1,550,000 | $203.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -12.5% | 1,498,598 | $196.5M |
| Rockefeller Capital Management L.P. | 0.51% | Reduce -5.5% | 1,338,048 | $175.4M |
| Sculptor Capital LP | 5.30% | New | 1,316,622 | $172.6M |
| Primecap Management Co. | 0.12% | Reduce -29.3% | 1,268,993 | $166.4M |
| Hotchkis & Wiley Capital Management LLC | 0.55% | Reduce -1.3% | 1,247,583 | $163.5M |
| Cooke & Bieler LP | 1.48% | Reduce -8.9% | 1,219,355 | $159.8M |
| Massachusetts Financial Services Co. | 0.05% | Add +8.9% | 1,173,938 | $153.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +0.7% | 1,170,175 | $153.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -45.4% | 1,159,864 | $152.0M |
| AustralianSuper Pty Ltd | 0.88% | Reduce -1.7% | 1,156,453 | $149.6M |
| KBC Group NV | 0.47% | Add +205.5% | 1,121,874 | $147.1M |
| HSBC Holdings PLC | 0.10% | Add +4.9% | 1,107,431 | $145.2M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -46.0% | 1,066,589 | $139.5M |
| Eagle Capital Management LLC | 0.53% | New | 1,037,041 | $135.9M |
| Arrowstreet Capital, Limited Partnership | 0.12% | New | 1,012,743 | $132.8M |
| Citadel Advisors | 0.13% | Add +8561.9% | 1,010,588 | $132.5M |
| Alpine Associates Management Inc. | 5.11% | New | 999,607 | $131.0M |
| Royal Bank of Canada | 0.03% | Reduce -2.5% | 982,816 | $128.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.9% | 972,896 | $127.6M |
| Bank of America Corp. | 0.01% | Reduce -4.9% | 949,403 | $124.5M |
| Palestra Capital Management LLC | 4.64% | Add +25.8% | 921,858 | $120.8M |
| Eminence Capital, LP | 2.20% | Reduce -6.6% | 917,048 | $120.2M |
| Deutsche Bank AG | 0.06% | Reduce -36.0% | 911,420 | $119.5M |
| Turtle Creek Asset Management Inc. | 2.90% | Reduce -37.5% | 905,762 | $118.7M |
| Amundi | 0.05% | Add +47.4% | 922,548 | $114.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -31.3% | 863,319 | $113.2M |
| Bank of Montreal | 0.03% | Add +81.3% | 847,152 | $108.5M |
| Macquarie Group Ltd. | 0.12% | Reduce -34.4% | 817,333 | $107.1M |
| Principal Financial Group Inc. | 0.06% | Reduce -41.8% | 764,063 | $100.2M |
| Swiss National Bank | 0.07% | Reduce -4.2% | 748,890 | $98.2M |
| Corient Private Wealth LP | 0.16% | Add +10.2% | 674,022 | $87.8M |
| UBS Group AG | 0.03% | Add +5.8% | 666,347 | $87.4M |
| Duquesne Family Office | 2.27% | New | 645,205 | $84.6M |
| Canoe Financial LP | 1.38% | Reduce -0.9% | 637,241 | $83.5M |
| APG Asset Management N.V. | 0.15% | Add +1.5% | 683,937 | $83.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -0.3% | 620,722 | $81.4M |
| Thrivent Financial for Lutherans | 0.16% | Add +36.0% | 611,078 | $80.1M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Add +134.8% | 570,138 | $74.7M |
| Magnetar Financial LLC | 1.88% | New | 546,896 | $71.7M |
| Truist Financial Corp. | 0.11% | Reduce -73.3% | 542,420 | $71.1M |
| Allianz Asset Management GmbH | 0.12% | Reduce -20.9% | 535,121 | $70.1M |
| Rhumbline Advisers | 0.07% | Add +0.8% | 516,587 | $67.7M |
| Alliancebernstein L.P. | 0.02% | Add +33.5% | 514,804 | $67.5M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +2.5% | 503,406 | $66.0M |
| Ensign Peak Advisors, Inc | 0.12% | Add +8.2% | 501,378 | $65.7M |
| M&G PLC | 0.44% | — | 479,613 | $62.8M |
| California Public Employees Retirement System | 0.04% | Reduce -1.3% | 474,133 | $62.2M |
| Marshall Wace, LLP | 0.10% | Add +69.0% | 472,249 | $61.9M |
| Alyeska Investment Group, L.P. | 0.38% | Reduce -60.3% | 459,598 | $60.2M |
| National Bank of Canada | 0.09% | Add +430.5% | 443,707 | $54.8M |
| Los Angeles Capital Management LLC | 0.19% | Add +35.1% | 413,823 | $54.2M |
| Credit Suisse AG/ | 0.05% | Reduce -5.4% | 412,226 | $54.0M |
| GMO | 0.19% | Reduce -14.0% | 406,206 | $53.2M |
| California State Teachers Retirement System | 0.07% | Add +10.0% | 404,849 | $53.1M |
| National Pension Service | 0.06% | Reduce -3.6% | 389,401 | $51.0M |
| Bruni J V & Co. | 5.96% | Reduce -0.9% | 383,073 | $50.2M |
| Nordea Investment Management AB | 0.06% | Reduce -5.0% | 366,855 | $47.9M |
| Waters Parkerson & Co., LLC | 2.33% | Reduce -1.9% | 346,783 | $45.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 1.39% | New | 343,669 | $45.1M |
| Khrom Capital Management LLC | 10.41% | Reduce -6.2% | 333,805 | $43.8M |
| Neuberger Berman Group LLC | 0.04% | Add +2003.2% | 325,955 | $42.7M |
| Franklin Resources Inc. | 0.01% | Add +370.8% | 324,828 | $42.6M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -0.4% | 316,500 | $41.5M |
| Wells Fargo & Company | 0.01% | Reduce -22.9% | 313,301 | $41.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Reduce -5.9% | 311,936 | $40.6M |
| Cerity Partners LLC | 0.11% | Add +17.8% | 307,789 | $40.3M |
| Rathbones Group PLC | 0.23% | Reduce -40.4% | 306,288 | $40.2M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -21.1% | 294,558 | $38.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +17.4% | 293,762 | $38.5M |
| HST Ventures, LLC | 15.53% | Add +45.8% | 292,486 | $38.3M |
| New York State Teachers Retirement System | 0.08% | Reduce -2.3% | 291,472 | $38.2M |
| Point72 Asset Management | 0.11% | Reduce -64.4% | 286,457 | $37.6M |
| O'shaughnessy Asset Management, LLC | 0.42% | Reduce -5.8% | 286,134 | $37.5M |
| AQR Arbitrage LLC | 1.98% | New | 284,536 | $37.1M |
| American Century Companies Inc. | 0.02% | Reduce -4.6% | 277,247 | $36.3M |
| Wellington Management Group LLP | 0.01% | Add +6424.6% | 276,772 | $36.3M |
| Azora Capital LP | 2.60% | New | 272,869 | $35.8M |
| Russell Investments Group, Ltd. | 0.06% | Add +34.5% | 272,516 | $35.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -60.0% | 267,774 | $35.1M |
| State Board of Administration of Florida Retirement System | 0.08% | Add +24.9% | 346,901 | $34.3M |
| Hudson Bay Capital Management LP | 0.33% | New | 250,041 | $32.8M |
| Bronte Capital Management Pty Ltd. | 2.71% | New | 248,059 | $32.5M |
| Canada Pension Plan Investment Board | 0.03% | Add +57.6% | 243,620 | $31.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.93% | Reduce -0.4% | 240,940 | $31.6M |
| Associated Banc-Corp | 1.00% | Add +1.0% | 240,895 | $31.6M |
| Woodline Partners LP | 0.29% | Add +6304.2% | 238,749 | $31.3M |
| Natixis | 0.17% | Add +1041.9% | 233,852 | $30.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -18.0% | 228,010 | $29.9M |
| MML Investors Services, LLC | 0.12% | Reduce -4.1% | 225,502 | $29.6M |
| Gateway Investment Advisers LLC | 0.33% | Reduce -1.1% | 222,050 | $29.1M |
| Twin Tree Management, LP | 0.65% | Add +0.3% | 219,544 | $28.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.4% | 216,582 | $28.4M |
| Prudential Financial Inc. | 0.04% | Reduce -11.6% | 204,402 | $26.8M |
| Prana Capital Management, LP | 1.15% | Add +105.1% | 196,257 | $25.7M |
| Gladstone Capital Management LLP | 2.52% | New | 194,115 | $25.4M |
| Teachers Retirement System of the State of Kentucky | 0.23% | Reduce -20.6% | 192,148 | $25.2M |
| Schroder Investment Management Group | 0.03% | Reduce -31.6% | 191,685 | $25.1M |
| Burney Co./ | 0.94% | Reduce -17.3% | 189,171 | $24.8M |
| Point72 Europe (London) LLP | 2.25% | Reduce -14.5% | 184,601 | $24.2M |
| Aviva PLC | 0.08% | Reduce -25.5% | 183,996 | $24.1M |
| Renaissance Technologies | 0.04% | New | 179,300 | $23.5M |
| Keybank National Association | 0.10% | Reduce -2.3% | 178,997 | $23.5M |
| Korea Investment CORP | 0.06% | Reduce -41.4% | 173,323 | $22.7M |
| Raymond James & Associates | 0.02% | Reduce -49.1% | 172,894 | $22.7M |
| New York State Common Retirement Fund | 0.03% | Reduce -9.1% | 172,596 | $22.6M |
| Natixis Advisors, LLC | 0.05% | Reduce -6.7% | 172,470 | $22.6M |
| Todd Asset Management LLC | 0.46% | Reduce -22.1% | 172,177 | $22.6M |
| AQR Capital Management | 0.04% | Reduce -85.4% | 170,756 | $22.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -31.5% | 165,729 | $21.7M |
| Governors Lane LP | 3.49% | New | 163,400 | $21.4M |
| Farallon Capital Management, L.L.C. | 0.13% | New | 160,000 | $21.0M |
| Carlson Capital, L.P. | 1.65% | New | 155,000 | $20.3M |
| Citigroup Inc. | 0.02% | Add +14.6% | 152,332 | $20.0M |
| State of Wisconsin Investment Board | 0.05% | Reduce -9.0% | 150,774 | $19.8M |
| Toronto Dominion Bank | 0.03% | Add +2.1% | 146,177 | $19.2M |
| Vest Financial, LLC | 0.51% | Add +19.8% | 145,824 | $19.1M |
| Brandywine Global Investment Management, LLC | 0.14% | Reduce -69.4% | 144,923 | $19.0M |
| State of New Jersey Common Pension Fund D | 0.06% | No change | 143,837 | $18.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -8.9% | 142,944 | $18.7M |
| Treasurer of the State of North Carolina | 0.08% | Add +0.6% | 142,696 | $18.7M |
| Storebrand Asset Management As | 0.06% | Reduce -15.9% | 142,004 | $18.6M |
| Stifel Financial Corp. | 0.02% | Reduce -23.2% | 141,405 | $18.5M |
| Seizert Capital Partners, LLC | 0.85% | Reduce -1.8% | 140,621 | $18.4M |
| Chevy Chase Trust Holdings, LLC | 0.06% | Reduce -0.7% | 138,676 | $18.2M |
| Samlyn Capital, LLC | 0.32% | New | 138,187 | $18.1M |
| Penserra Capital Management LLC | 0.22% | Add +5882.8% | 135,511 | $17.8M |
| Danske Bank A/S | 0.06% | — | 134,236 | $17.6M |
| New York Life Investment Management LLC | 0.17% | Add +233.2% | 130,130 | $17.1M |
| Melqart Asset Management (UK) Ltd | 1.25% | New | 128,471 | $16.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -1.1% | 128,097 | $16.8M |
| Bank of Nova Scotia | 0.03% | Reduce -61.6% | 128,056 | $16.8M |
| Taconic Capital Advisors LP | 2.15% | New | 127,400 | $16.7M |
| Man Group plc | 0.05% | Reduce -41.2% | 125,863 | $16.5M |
| NewEdge Wealth, LLC | 0.37% | Reduce -21.1% | 131,382 | $16.4M |
| Nisa Investment Advisors, LLC | 0.11% | Add +1.6% | 124,379 | $16.3M |
| Westchester Capital Management, LLC | 0.72% | New | 124,127 | $16.3M |
| Varma Mutual Pension Insurance Co | 0.14% | Add +468.4% | 120,500 | $15.8M |
| Freedom Together Foundation | 1.71% | No change | 119,629 | $15.7M |
| Leeward Investments, LLC - MA | 0.69% | Add +87.1% | 119,470 | $15.7M |
| LPL Financial LLC | 0.01% | Reduce -24.4% | 119,000 | $15.6M |
| Calamos Advisors LLC | 0.11% | Reduce -2.5% | 117,927 | $15.5M |
| Basswood Capital Management, L.L.C. | 0.90% | Reduce -19.6% | 117,792 | $15.4M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -8.1% | 115,635 | $15.2M |
| State of Tennessee, Department of Treasury | 0.06% | Add +190.9% | 113,895 | $14.9M |
| Verition Fund Management LLC | 0.16% | Add +2434.5% | 112,936 | $14.8M |
| Holocene Advisors, LP | 0.05% | Reduce -83.0% | 111,582 | $14.6M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +1.5% | 109,460 | $14.3M |
| Aberdeen Group plc | 0.03% | Add +1.2% | 108,147 | $14.2M |
| 14B Captial Management LP | 6.62% | New | 107,000 | $14.0M |
| Schonfeld Strategic Advisors LLC | 0.11% | Add +150.9% | 102,557 | $13.4M |
| Forge First Asset Management Inc. | 4.19% | New | 101,770 | $13.3M |
| Swedbank AB | 0.02% | Add +2.7% | 101,625 | $13.3M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -17.7% | 101,100 | $13.3M |
| One Fin Capital Management LP | 4.93% | New | 100,000 | $13.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Add +80.9% | 99,049 | $13.0M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.9% | 98,252 | $12.9M |
| Westwood Holdings Group Inc. | 0.10% | New | 96,766 | $12.7M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -6.5% | 95,857 | $12.6M |
| Busey Bank | 0.45% | Reduce -1.6% | 95,706 | $12.5M |
| CSM Advisors, LLC | 0.82% | Add +1.6% | 95,321 | $12.5M |
| Cambria Investment Management, L.P. | 0.73% | Add +22.2% | 93,517 | $12.3M |
| Rafferty Asset Management, LLC | 0.04% | Reduce -1.5% | 91,205 | $12.0M |
| TD Asset Management Inc | 0.01% | Add +1.5% | 90,707 | $11.9M |
| Vontobel Holding Ltd. | 0.09% | Reduce -0.0% | 88,365 | $11.6M |
| Resona Asset Management Co.,Ltd. | 0.07% | — | 84,393 | $11.1M |
| Cinctive Capital Management LP | 0.57% | Add +52.3% | 84,149 | $11.0M |
| Bokf, NA | 0.20% | Add +6.4% | 85,196 | $11.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.12% | Reduce -3.0% | 81,106 | $10.6M |
| Voya Investment Management LLC | 0.01% | Reduce -3.4% | 81,073 | $10.6M |
| Andra AP-fonden | 0.18% | New | 79,100 | $10.4M |
| Alley Investment Management Company, LLC | 1.40% | Reduce -0.6% | 77,570 | $10.2M |
| Winmill & Co. Inc. | 2.89% | No change | 77,500 | $10.2M |
| First Trust Investment Solutions L.P. | 1.78% | Reduce -4.2% | 76,919 | $10.1M |
| Aequim Alternative Investments LP | 3.67% | New | 75,000 | $9.8M |
| USS Investment Management Ltd | 0.08% | Add +2.6% | 74,467 | $9.8M |
| Eldred Rock Partners, LLC | 5.26% | Add +1.3% | 73,636 | $9.7M |
| Cetera Investment Advisers | 0.02% | Add +154.2% | 68,990 | $9.0M |
| Arizona State Retirement System | 0.06% | Add +0.1% | 68,778 | $9.0M |
| State of Michigan Retirement System | 0.05% | No change | 68,501 | $9.0M |
| Comerica Bank | 0.04% | Reduce -29.2% | 68,007 | $8.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -47.2% | 67,963 | $8.9M |
| American International Group, Inc. | 0.03% | Reduce -0.7% | 66,701 | $8.7M |
| Pathstone Holdings, LLC | 0.04% | Add +12.8% | 65,626 | $8.6M |
| Jane Street Group, LLC | 0.01% | Reduce -2.7% | 65,623 | $8.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -0.5% | 65,483 | $8.6M |
| Glenmede Trust Co. NA | 0.04% | Add +5.5% | 65,160 | $8.5M |
| Forsta Ap-Fonden | 0.07% | Reduce -32.5% | 64,700 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 64,543 | $8.5M |
| Walleye Capital LLC | 0.10% | Reduce -73.1% | 63,528 | $8.3M |
| Cibc World Markets Corp. | 0.05% | Add +9.4% | 63,447 | $8.3M |
| Creative Planning | 0.01% | Reduce -0.4% | 63,053 | $8.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -4.7% | 65,101 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.2% | 62,702 | $8.2M |
| Janus Henderson Group PLC | 0.00% | Add +61.0% | 62,529 | $8.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Add +26.6% | 61,966 | $8.1M |
| Capital International, Inc. | 0.11% | Add +20.2% | 61,747 | $8.1M |
| Handelsbanken Fonder AB | 0.03% | Reduce -4.3% | 61,417 | $8.1M |
| Coronation Fund Managers Ltd. | 0.22% | Reduce -9.4% | 60,737 | $8.0M |
| Amalgamated Bank | 0.07% | Reduce -12.9% | 60,519 | $7.9M |
| Elevation Point Wealth Partners, LLC | 0.61% | Reduce -24.4% | 60,376 | $7.9M |
| Caxton Associates LP | 0.52% | Add +360.5% | 58,672 | $7.7M |
| MetLife Investment Management, LLC | 0.05% | Reduce -3.5% | 58,536 | $7.7M |
| Thompson Investment Management, Inc. | 1.16% | Reduce -0.2% | 58,382 | $7.7M |
| Sei Investments Co. | 0.01% | Reduce -39.3% | 58,248 | $7.6M |
| Dana Investment Advisors, Inc. | 0.25% | Add +94.7% | 57,238 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 56,363 | $7.4M |
| Caisse de depot et placement du Quebec | 0.02% | New | 56,000 | $7.3M |
| Smith Chas P & Associates Pa Cpas | 0.44% | Reduce -9.5% | 55,494 | $7.3M |
| Retirement Systems of Alabama | 0.03% | Add +0.1% | 55,190 | $7.2M |
| Illinois Municipal Retirement Fund | 0.11% | No change | 52,954 | $6.9M |
| IFM Investors Pty Ltd | 0.07% | Reduce -2.0% | 52,282 | $6.9M |
| Moran Wealth Management, LLC | 0.22% | Add +4.8% | 52,057 | $6.8M |
| Blair William & Co. | 0.02% | Reduce -48.8% | 51,799 | $6.8M |
| Texas Permanent School Fund Corp. | 0.05% | Add +0.1% | 51,689 | $6.8M |
| Stolper Co | 2.40% | Add +0.4% | 50,742 | $6.7M |
| ProShare Advisors LLC | 0.02% | Reduce -2.1% | 50,559 | $6.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -49.4% | 50,000 | $6.6M |
| Martin & Co. Inc. | 1.50% | Reduce -2.5% | 46,739 | $6.1M |
| Boussard & Gavaudan Investment Management LLP | 1.10% | New | 46,304 | $6.1M |
| Prudential PLC | 0.05% | Add +280.7% | 46,161 | $6.1M |
| Phase 2 Partners, LLC | 3.12% | New | 45,553 | $6.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Reduce -2.0% | 44,878 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -73.3% | 44,889 | $5.9M |
| Unison Advisors LLC | 0.58% | Add +0.9% | 44,768 | $5.9M |
| Czech National Bank | 0.07% | Add +0.5% | 43,998 | $5.8M |
| Van Eck Associates Corp. | 0.01% | Add +17.4% | 43,562 | $5.7M |
| Utah Retirement Systems | 0.07% | No change | 43,235 | $5.7M |
| DNB Asset Management AS | 0.03% | Reduce -9.0% | 43,111 | $5.7M |
| Captrust Financial Advisors | 0.02% | Reduce -23.6% | 43,063 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.1% | 42,688 | $5.6M |
| Mariner, LLC | 0.01% | Add +9.2% | 41,774 | $5.5M |
| ClearAlpha Technologies LP | 2.31% | New | 41,302 | $5.4M |
| Xponance LLC | 0.06% | Add +30.1% | 41,087 | $5.4M |
| Cresset Asset Management, LLC | 0.03% | Add +88.3% | 40,863 | $5.4M |
| US Bancorp \de | 0.01% | Reduce -12.6% | 40,489 | $5.3M |
| Park Avenue Securities LLC | 0.07% | Add +0.7% | 40,070 | $5.3M |
| Tredje AP-fonden | 0.05% | Add +2.1% | 39,929 | $5.2M |
| Public Sector Pension Investment Board | 0.04% | Add +0.8% | 39,371 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +36.4% | 49,105 | $5.2M |
| King Luther Capital Management Corp. | 0.02% | Add +7.6% | 39,179 | $5.1M |
| LB Partners LLC | 5.24% | New | 38,850 | $5.1M |
| Vaughan David Investments LLC | 0.13% | Reduce -2.6% | 38,384 | $5.0M |
| Vision Capital Management, Inc. | 0.74% | Reduce -52.3% | 38,081 | $5.0M |
| IFG Advisory, LLC | 0.37% | Reduce -0.4% | 38,056 | $5.0M |
| Vestcor Inc | 0.17% | Add +567.6% | 38,036 | $5.0M |
| Yousif Capital Management, LLC | 0.05% | Reduce -2.3% | 37,770 | $5.0M |
| PGGM Investments | 0.07% | Add +3.7% | 37,340 | $4.9M |
| CIBC Asset Management Inc | 0.02% | Add +3.0% | 35,874 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -30.4% | 35,062 | $4.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -96.3% | 34,025 | $4.5M |
| HRT Financial LP | 0.03% | New | 33,710 | $4.4M |
| Foster & Motley Inc. | 0.30% | Reduce -15.7% | 33,080 | $4.3M |
| Investment Management Corp of Ontario | 0.13% | Reduce -30.8% | 33,028 | $4.3M |
| Baker Ellis Asset Management LLC | 0.64% | Add +0.2% | 32,872 | $4.3M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.1% | 32,785 | $4.3M |
| Signet Financial Management, LLC | 0.59% | Add +11.2% | 32,558 | $4.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Reduce -0.8% | 32,236 | $4.2M |
| Walleye Trading LLC | 0.07% | Reduce -61.6% | 32,119 | $4.2M |
| Salem Investment Counselors Inc. | 0.14% | Reduce -36.8% | 31,725 | $4.2M |
| ING Groep NV | 0.03% | Add +0.1% | 31,529 | $4.1M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +0.8% | 30,728 | $4.0M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -5.6% | 30,568 | $4.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -23.6% | 30,566 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +2.1% | 33,247 | $4.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.8% | 30,037 | $3.9M |
| Slotnik Capital, LLC | 2.54% | New | 30,000 | $3.9M |
| Ulysses Management LLC | 0.85% | New | 30,000 | $3.9M |
| SG Americas Securities, LLC | 0.02% | Add +130.3% | 29,881 | $3.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +3.7% | 29,855 | $3.9M |
| Lynch & Associates | 0.87% | Reduce -7.7% | 28,810 | $3.8M |
| Factorial Partners, LLC | 2.12% | Add +15.4% | 28,400 | $3.7M |
| Seascape Capital Management | 1.37% | Add +6.1% | 28,201 | $3.7M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -51.0% | 28,180 | $3.7M |
| SteelPeak Wealth, LLC | 0.19% | Add +159.9% | 27,705 | $3.6M |
| Candriam S.C.A. | 0.02% | Reduce -79.0% | 27,637 | $3.6M |
| Wisconsin Capital Management LLC | 1.90% | Reduce -26.6% | 27,590 | $3.6M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -0.0% | 27,464 | $3.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -0.6% | 27,417 | $3.6M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -3.4% | 27,365 | $3.6M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -4.8% | 27,211 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 27,063 | $3.5M |
| Hancock Whitney Corp. | 0.12% | Reduce -0.9% | 26,673 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -17.3% | 26,588 | $3.5M |
| Focus Partners Wealth | 0.03% | Add +6.0% | 26,231 | $3.4M |
| Heritage Investors Management Corp. | 0.12% | Reduce -1.2% | 25,972 | $3.4M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -94.8% | 25,707 | $3.4M |
| Savant Capital, LLC | 0.04% | Add +150.6% | 25,331 | $3.3M |
| M&T Bank Corp | 0.01% | Reduce -26.4% | 25,142 | $3.3M |
| Eisler Capital (US) LLC | 1.12% | New | 25,000 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -68.3% | 24,892 | $3.3M |
| Round Hill Asset Management | 1.97% | Reduce -2.0% | 24,798 | $3.3M |
| Daiwa Securities Group Inc. | 0.02% | Add +10.9% | 24,749 | $3.2M |
| Shell Asset Management Co. | 0.15% | Add +29.5% | 24,660 | $3.2M |
| NJ State Employees Deferred Compensation Plan | 0.40% | No change | 24,350 | $3.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.8% | 24,277 | $3.1M |
| TD Private Client Wealth LLC | 0.10% | Reduce -8.1% | 23,535 | $3.1M |
| TCTC Holdings, LLC | 0.10% | No change | 23,522 | $3.1M |
| BlueMar Capital Management, LLC | 5.16% | Add +33.7% | 23,405 | $3.1M |
| Swiss Life Asset Management Ltd | 0.04% | Reduce -80.5% | 23,301 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.07% | Add +4.7% | 22,848 | $3.0M |
| Alaska Permanent Fund Corp | 0.04% | Add +6.4% | 22,397 | $2.9M |
| ORBA Wealth Advisors, L.L.C. | 1.62% | No change | 22,391 | $2.9M |
| Cypress Financial Planning LLC | 1.33% | New | 22,225 | $2.9M |
| Barnett & Company, Inc. | 1.96% | Reduce -1.1% | 21,860 | $2.9M |
| Old Second National Bank of Aurora | 0.74% | Reduce -3.8% | 21,624 | $2.8M |
| Chicago Partners Investment Group LLC | 0.12% | Add +0.1% | 21,905 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.3% | 21,496 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.06% | Add +9.4% | 21,388 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.1% | 21,329 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.1% | 21,287 | $2.8M |
| Athos Capital Ltd | 3.65% | New | 21,200 | $2.8M |
| LS Investment Advisors, LLC | 0.44% | Add +1.6% | 21,185 | $2.8M |
| Gulf International Bank (UK) Ltd | 0.07% | Add +0.6% | 20,931 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -4.1% | 21,566 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.2% | 20,799 | $2.7M |
| Connors Investor Services Inc. | 0.28% | Add +1.2% | 20,569 | $2.7M |
| Glenview Trust Co | 0.06% | Reduce -4.0% | 20,517 | $2.7M |
| Versor Investments LP | 0.54% | New | 20,308 | $2.7M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +61.1% | 20,095 | $2.6M |
| 683 Capital Management, LLC | 0.29% | New | 20,000 | $2.6M |
| Moore Capital Management, LP | 0.06% | New | 20,000 | $2.6M |
| LMR Partners LLP | 0.09% | New | 19,993 | $2.6M |
| Appleton Partners Inc. | 0.20% | Reduce -1.6% | 19,909 | $2.6M |
| Degroof Petercam Asset Management | 0.03% | Reduce -5.7% | 19,800 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -40.7% | 19,135 | $2.5M |
| Kentucky Retirement Systems | 0.07% | Reduce -5.1% | 18,990 | $2.5M |
| Commerce Bank | 0.02% | Reduce -73.0% | 18,968 | $2.5M |
| Bell & Brown Wealth Advisors, LLC | 1.06% | Add +0.4% | 18,871 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Add +0.3% | 18,699 | $2.5M |
| Florida Trust Wealth Management Co | 0.08% | Reduce -17.5% | 18,669 | $2.4M |
| Gotham Asset Management | 0.04% | Reduce -4.3% | 18,567 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +5.2% | 18,523 | $2.4M |
| Maryland State Retirement & Pension System | 0.05% | No change | 19,353 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.15% | No change | 17,582 | $2.3M |
| Pacer Advisors, Inc. | 0.01% | Add +2.5% | 17,189 | $2.3M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce -7.2% | 17,161 | $2.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +15.9% | 17,054 | $2.2M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -1.7% | 17,008 | $2.2M |
| Atlantic Union Bankshares Corp | 0.18% | Add +10.9% | 16,653 | $2.2M |
| RBF Capital, LLC | 0.12% | No change | 16,500 | $2.2M |
| Hartford Investment Management Co. | 0.07% | Reduce -4.2% | 16,180 | $2.1M |
| Ethic Inc. | 0.05% | Reduce -29.4% | 16,103 | $2.1M |
| First Trust Direct Indexing L.P. | 0.16% | Add +5.9% | 16,044 | $2.1M |
| Griffin Asset Management, Inc. | 0.25% | Reduce -2.9% | 15,736 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.3% | 15,557 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +3.2% | 15,111 | $2.0M |
| SYSTM Wealth Solutions LLC | 0.25% | Reduce -73.9% | 14,987 | $2.0M |
| Maven Securities LTD | 0.12% | Add +7.0% | 14,859 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -52.5% | 14,784 | $1.9M |
| Securian Asset Management, Inc. | 0.06% | Reduce -7.0% | 14,644 | $1.9M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.3% | 14,600 | $1.9M |
| Credit Agricole S A | 0.03% | Add +117.2% | 15,364 | $1.9M |
| OV Management LLC | 1.37% | No change | 14,400 | $1.9M |
| Eagle Bluffs Wealth Management LLC | 1.17% | Add +0.8% | 14,382 | $1.9M |
| GTS Securities LLC | 0.05% | Add +76.0% | 13,968 | $1.8M |
| Moody Aldrich Partners LLC | 0.31% | No change | 13,923 | $1.8M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -4.0% | 13,782 | $1.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -80.7% | 13,569 | $1.8M |
| Metis Global Partners, LLC | 0.06% | Reduce -2.4% | 13,514 | $1.8M |
| P Schoenfeld Asset Management LP | 0.81% | New | 13,500 | $1.8M |
| Camelot Portfolios, LLC | 1.73% | Reduce -29.7% | 13,489 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +3.8% | 13,349 | $1.8M |
| Intech Investment Management LLC | 0.02% | Reduce -2.9% | 13,270 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +0.2% | 13,268 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +3.1% | 13,145 | $1.7M |
| Flow State Investments, L.P. | 0.90% | New | 13,000 | $1.7M |
| Epoch Investment Partners, Inc. | 0.01% | Add +0.2% | 12,901 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -6.4% | 12,852 | $1.7M |
| North Star Asset Management Inc. | 0.08% | Reduce -29.6% | 12,846 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | Reduce -4.5% | 12,611 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +38.1% | 12,510 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.14% | Add +7.2% | 12,472 | $1.6M |
| First National Trust Co | 0.07% | Reduce -36.3% | 12,321 | $1.6M |
| Lincoln National Corp. | 0.03% | Add +18.9% | 12,292 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.0% | 12,289 | $1.6M |
| Tidal Investments LLC | 0.03% | Add +122.6% | 12,094 | $1.6M |
| DF Dent & Co. Inc. | 0.02% | Reduce -0.0% | 12,013 | $1.6M |
| Trust Investment Advisors | 1.12% | Reduce -2.7% | 11,819 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.5% | 11,743 | $1.5M |
| CWA Asset Management Group, LLC | 0.09% | Add +197.5% | 11,680 | $1.5M |
| Scotia Capital Inc. | 0.01% | Reduce -54.0% | 11,678 | $1.5M |
| First Trust Capital Management L.P. | 0.13% | New | 11,531 | $1.5M |
| NorthCoast Asset Management LLC | 0.02% | New | 11,406 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -86.0% | 11,406 | $1.5M |
| Simplicity Wealth,LLC | 0.04% | New | 11,205 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Add +10.9% | 11,200 | $1.5M |
| First Hawaiian Bank | 0.05% | Reduce -14.0% | 11,189 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Add +34.0% | 11,138 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.1% | 11,111 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -5.1% | 11,111 | $1.5M |
| Kendall Capital Management | 0.50% | Reduce -12.5% | 11,065 | $1.5M |
| L2 Asset Management, LLC | 0.47% | Add +2.6% | 10,978 | $1.4M |
| HighPoint Advisor Group LLC | 0.10% | No change | 11,571 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | Add +311.3% | 10,871 | $1.4M |
| Empowered Funds, LLC | 0.03% | Reduce -31.8% | 10,854 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -7.2% | 10,739 | $1.4M |
| DLD Asset Management, LP | 3.55% | New | 10,700 | $1.4M |
| Advisors Capital Management, LLC | 0.03% | Reduce -27.3% | 10,689 | $1.4M |
| Capital Fund Management S.A. | 0.02% | Reduce -88.3% | 10,617 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.04% | Add +7.1% | 10,600 | $1.4M |
| Rowlandmiller & Partners.adv | 0.29% | Add +3.6% | 10,596 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -83.5% | 10,495 | $1.4M |
| Water Island Capital LLC | 0.16% | New | 10,448 | $1.4M |
| Assetmark, Inc. | 0.00% | Reduce -36.6% | 10,435 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -31.2% | 10,171 | $1.3M |
| Metropolitan Life Insurance Co | 0.06% | Reduce -0.9% | 10,085 | $1.3M |
| Vista Investment Management | 0.54% | Add +9.0% | 10,072 | $1.3M |
| River Street Advisors LLC | 0.88% | Add +1.4% | 9,932 | $1.3M |
| IFG Advisors, LLC | 0.34% | No change | 9,929 | $1.3M |
| Diametric Capital, LP | 0.73% | New | 9,920 | $1.3M |
| Alberta Investment Management Corp | 0.01% | Reduce -35.9% | 9,900 | $1.3M |
| SVB Wealth LLC | 0.03% | Reduce -8.2% | 9,801 | $1.3M |
| Empirical Finance, LLC | 0.08% | Add +3.1% | 9,773 | $1.3M |
| Quantinno Capital Management LP | 0.03% | Add +31.6% | 9,718 | $1.3M |
| Cohen Klingenstein LLC | 0.05% | No change | 9,600 | $1.3M |
| Sumitomo Life Insurance Co. | 0.03% | Reduce -4.2% | 9,442 | $1.2M |
| Burns J W & Co. Inc. | 0.17% | No change | 9,421 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -1.3% | 9,411 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -41.6% | 9,339 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Reduce -1.9% | 9,154 | $1.2M |
| Copeland Capital Management, LLC | 0.02% | Reduce -92.2% | 9,146 | $1.2M |
| Principal Securities, Inc. | 0.04% | Reduce -4.6% | 9,110 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -12.5% | 9,055 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -54.0% | 9,039 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -8.6% | 9,008 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Add +13.4% | 8,994 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.9% | 8,991 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -8.4% | 8,826 | $1.2M |
| Groupama Asset Managment | 0.02% | Reduce -71.8% | 5,489 | $1.1M |
| Prelude Capital Management, LLC | 0.08% | New | 8,432 | $1.1M |
| Ossiam | 0.02% | Add +50.3% | 8,371 | $1.1M |
| Norinchukin Bank, The | 0.03% | Reduce -1.3% | 8,319 | $1.1M |
| Fiduciary Family Office, LLC | 0.43% | Add +107.5% | 8,316 | $1.1M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | Reduce -7.4% | 8,252 | $1.1M |
| Midwest Professional Planners, LTD. | 0.38% | Add +167.1% | 8,244 | $1.1M |
| Covenant Partners, LLC | 0.31% | No change | 8,180 | $1.1M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -7.1% | 8,125 | $1.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Add +9.1% | 8,051 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -94.2% | 8,039 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.2% | 7,934 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -13.1% | 7,927 | $1.0M |
| Dynasty Wealth Management, LLC | 0.03% | — | 7,895 | $1.0M |
| Pitcairn Co. | 0.07% | Reduce -9.3% | 7,881 | $1.0M |
| Choate Investment Advisors | 0.03% | Reduce -5.6% | 7,815 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Add +135.1% | 7,793 | $1.0M |
| Cornercap Investment Counsel Inc. | 0.16% | Add +0.1% | 7,765 | $1.0M |
| Keeley-Teton Advisors, LLC | 0.13% | Reduce -52.1% | 7,741 | $1.0M |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Reduce -88.4% | 7,600 | $996K |
| Virtus Advisers, LLC | 0.53% | New | 7,546 | $989K |
| Twin Capital Management Inc. | 0.12% | Reduce -73.1% | 7,520 | $986K |
| Fifth Lane Capital, LP | 1.31% | New | 7,500 | $983K |
| Gabelli Funds LLC | 0.01% | New | 7,500 | $983K |
| Paradigm Asset Management Co. LLC | 0.25% | No change | 7,459 | $978K |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +13.7% | 7,300 | $957K |
| Ieq Capital, LLC | 0.01% | Add +82.0% | 7,118 | $933K |
| Diligent Investors, LLC | 0.23% | Reduce -4.0% | 7,092 | $930K |
| Birch Capital Management, LLC | 0.48% | Reduce -12.8% | 7,002 | $918K |
| JBF Capital, Inc. | 0.15% | Reduce -13.6% | 7,000 | $918K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -2.4% | 6,900 | $905K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.16% | New | 6,878 | $902K |
| Raymond James Trust N.A. | 0.02% | Reduce -21.4% | 6,841 | $897K |
| CI Investments Inc. | 0.00% | Add +21.4% | 6,781 | $889K |
| Invst, LLC | 0.10% | New | 6,841 | $885K |
| Signaturefd, LLC | 0.02% | Add +2.4% | 6,744 | $884K |
| Rakuten Investment Management, Inc. | 0.01% | Add +988.0% | 6,724 | $881K |
| Lido Advisors, LLC | 0.01% | Reduce -2.7% | 6,716 | $880K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -80.7% | 6,687 | $877K |
| Tiemann Investment Advisors, LLC | 0.39% | No change | 6,652 | $872K |
| TIG Advisors, LLC | 0.10% | New | 6,645 | $871K |
| Intrust Bank NA | 0.09% | Reduce -4.2% | 6,642 | $871K |
| Kintegral Advisory, LLC | 0.09% | Reduce -0.3% | 6,624 | $868K |
| Engineers Gate Manager LP | 0.02% | Add +110.7% | 6,600 | $865K |
| Simon Quick Advisors, LLC | 0.06% | Add +3.0% | 6,589 | $864K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -32.6% | 6,579 | $862K |
| Financial Advocates Investment Management | 0.05% | Add +3.4% | 6,530 | $856K |
| Cibc World Market Inc. | 0.00% | Reduce -5.9% | 6,408 | $840K |
| Smith, Moore & Co. | 0.09% | Reduce -12.6% | 6,388 | $837K |
| MAI Capital Management | 0.01% | Add +24.8% | 6,377 | $836K |
| Teacher Retirement System of Texas | 0.01% | Reduce -63.6% | 6,358 | $833K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +7.4% | 6,346 | $832K |
| NEOS Investment Management LLC | 0.05% | Add +77.7% | 6,307 | $827K |
| Fidelis Capital Partners, LLC | 0.12% | Add +59.9% | 6,268 | $822K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.4% | 6,111 | $801K |
| Parallel Advisors, LLC | 0.02% | Add +1.6% | 6,070 | $796K |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -1.4% | 6,065 | $795K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -21.6% | 6,029 | $791K |
| Herr Investment Group LLC | 0.24% | No change | 6,000 | $787K |
| RFG Advisory, LLC | 0.03% | Reduce -6.7% | 6,000 | $786K |
| Nomura Holdings Inc. | 0.01% | Reduce -90.1% | 5,997 | $786K |
| Lebenthal Global Advisors, LLC | 0.17% | Add +0.8% | 5,976 | $783K |
| Vident Advisory, LLC | 0.02% | Add +64.9% | 5,969 | $783K |
| Jacobi Capital Management LLC | 0.07% | Reduce -2.7% | 5,956 | $781K |
| Grey Street Capital, LLC | 0.10% | New | 5,851 | $767K |
| Old National Bancorp | 0.02% | Reduce -45.8% | 5,847 | $767K |
| NorthRock Partners, LLC | 0.03% | Add +25.0% | 5,808 | $761K |
| Wesbanco Bank Inc. | 0.03% | Add +110.7% | 5,797 | $760K |
| Praxis Investment Management Inc. | 0.05% | No change | 5,770 | $756K |
| Meeder Advisory Services, Inc. | 0.08% | Reduce -1.3% | 5,721 | $750K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -0.6% | 5,695 | $747K |
| Gratus Wealth Advisors, LLC | 0.14% | Reduce -3.2% | 5,998 | $745K |
| Bleakley Financial Group, LLC | 0.02% | Add +14.8% | 5,680 | $745K |
| Northcape Wealth Management, LLC | 0.27% | No change | 5,645 | $740K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.3% | 5,592 | $733K |
| Fulton Bank, N.A. | 0.03% | Reduce -32.4% | 5,509 | $722K |
| Segment Wealth Management, LLC | 0.05% | Add +10.1% | 5,500 | $721K |
| V-Square Quantitative Management LLC | 0.10% | No change | 5,494 | $720K |
| Argent Trust Co | 0.03% | No change | 5,472 | $717K |
| Integral Investment Advisors, Inc. | 0.30% | Add +22.6% | 5,586 | $715K |
| Roffman Miller Associates Inc. | 0.05% | Reduce -12.1% | 5,416 | $710K |
| American Money Management, LLC | 0.15% | Reduce -1.3% | 5,377 | $705K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -38.7% | 5,351 | $701K |
| Maverick Capital | 0.01% | New | 5,334 | $699K |
| EP Wealth Advisors, LLC | 0.01% | Add +13.3% | 5,321 | $698K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +74.0% | 7,976 | $691K |
| Stephens Inc. | 0.01% | Add +2.0% | 5,229 | $685K |
| Vantage Consulting Group Inc | 0.44% | Add +73.1% | 5,228 | $685K |
| Kozak & Associates, Inc. | 0.18% | Add +0.6% | 5,469 | $683K |
| Greenleaf Trust | 0.01% | Reduce -7.3% | 5,183 | $679K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -73.1% | 5,118 | $671K |
| Denali Advisors LLC | 0.20% | Reduce -25.0% | 5,116 | $671K |
| Wolverine Trading, LLC | 0.01% | Reduce -78.4% | 5,086 | $667K |
| Rehmann Capital Advisory Group | 0.05% | Add +0.3% | 5,084 | $667K |
| Fort Point Capital Partners LLC | 0.09% | No change | 5,078 | $666K |
| Ritholtz Wealth Management | 0.02% | Reduce -19.1% | 5,073 | $665K |
| Corsair Capital Management, L.P. | 0.19% | Reduce -1.3% | 5,042 | $661K |
| Mork Capital Management, LLC | 0.49% | Reduce -75.0% | 5,000 | $655K |
| HB Wealth Management, LLC | 0.01% | Reduce -10.0% | 4,982 | $653K |
| ARGA Investment Management, LP | 0.02% | No change | 4,972 | $652K |
| Monetary Management Group Inc. | 0.18% | No change | 4,950 | $649K |
| Forum Financial Management, LP | 0.01% | No change | 4,898 | $642K |
| Quadrant Capital Group LLC | 0.05% | Reduce -0.5% | 4,869 | $638K |
| HM Payson & Co. | 0.01% | Reduce -7.2% | 4,849 | $636K |
| CSS LLC | 0.15% | New | 4,800 | $629K |
| Symmetry Partners, LLC | 0.05% | No change | 4,714 | $618K |
| Integris Wealth Management, LLC | 0.17% | No change | 4,681 | $614K |
| Regions Financial Corp. | 0.00% | Reduce -2.5% | 4,578 | $600K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.45% | Reduce -92.5% | 4,570 | $599K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.4% | 4,561 | $598K |
| Lighthouse Investment Partners, LLC | 0.04% | Reduce -92.1% | 4,549 | $596K |
| DoubleLine ETF Adviser LP | 0.15% | Add +9.2% | 4,509 | $591K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.6% | 3,995 | $591K |
| River Wealth Advisors LLC | 0.09% | Reduce -4.6% | 4,483 | $588K |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.6% | 4,451 | $584K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -4.6% | 4,425 | $580K |
| Integrated Advisors Network LLC | 0.03% | Reduce -14.7% | 4,351 | $570K |
| Wolverine Asset Management LLC | 0.05% | New | 4,300 | $564K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -1.5% | 4,276 | $561K |
| Patron Partners, LLC | 0.34% | Add +4.4% | 4,205 | $551K |
| Achmea Investment Management B.V. | 0.01% | No change | 4,191 | $550K |
| Brighton Jones LLC | 0.02% | Add +1.9% | 4,195 | $550K |
| Insight Folios Inc | 0.22% | Reduce -13.3% | 4,177 | $548K |
| Huntington National Bank | 0.01% | Reduce -4.5% | 4,173 | $547K |
| Townsquare Capital LLC | 0.01% | Add +56.4% | 4,150 | $544K |
| Caldwell Trust Co | 0.06% | No change | 4,127 | $541K |
| Olympiad Research LP | 0.35% | New | 4,115 | $539K |
| Headlands Technologies LLC | 0.13% | New | 4,055 | $532K |
| Qtron Investments LLC | 0.08% | No change | 4,044 | $530K |
| Supplemental Annuity Collective Trust of NJ | 0.16% | No change | 4,000 | $524K |
| Fruth Investment Management | 0.14% | No change | 4,000 | $524K |
| Lake Street Advisors Group, LLC | 0.02% | Add +4.8% | 3,992 | $523K |
| Wedbush Securities Inc. | 0.02% | Reduce -8.5% | 3,942 | $517K |
| Kolinsky Wealth Management, LLC | 0.39% | Add +3.0% | 3,888 | $510K |
| Laraway Financial Advisors Inc | 0.45% | Reduce -0.5% | 3,880 | $509K |
| Allworth Financial LP | 0.00% | Add +37.7% | 3,863 | $506K |
| Profund Advisors LLC | 0.02% | Add +14.7% | 3,848 | $504K |
| Park Place Capital Corp | 0.18% | Reduce -35.2% | 3,844 | $504K |
| Caitlin John, LLC | 0.38% | Add +3.7% | 3,824 | $501K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.8% | 3,817 | $500K |
| City State Bank | 0.22% | No change | 3,782 | $496K |
| Tudor Investment Corporation | 0.01% | Reduce -94.4% | 3,778 | $495K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -73.3% | 3,751 | $492K |
| Cidel Asset Management Inc. | 0.04% | Add +2.5% | 3,726 | $488K |
| Nicolet Advisory Services, LLC | 0.05% | Add +1.2% | 3,891 | $488K |
| MCF Advisors LLC | 0.04% | Reduce -2.0% | 3,710 | $486K |
| CENTRAL TRUST Co | 0.01% | No change | 3,693 | $484K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -16.8% | 3,652 | $479K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.0% | 3,621 | $475K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 3,616 | $474K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -6.0% | 3,572 | $468K |
| KLR Investment Advisors, LLC | 0.33% | Add +5.0% | 3,643 | $461K |
| Pettee Investors, Inc. | 0.20% | No change | 3,520 | $461K |
| Brevan Howard Capital Management LP | 0.04% | New | 3,482 | $456K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 3,452 | $453K |
| Pennsylvania Capital Management Inc. | 0.19% | No change | 3,416 | $448K |
| Horizon Investments, LLC | 0.01% | Reduce -3.5% | 3,372 | $442K |
| Essex Financial Services, Inc. | 0.04% | Reduce -11.7% | 3,357 | $440K |
| Prairie Sky Financial Group LLC | 0.26% | No change | 3,320 | $435K |
| Syon Capital LLC | 0.04% | Add +4.2% | 3,313 | $434K |
| Balefire, LLC | 0.15% | Reduce -48.0% | 3,269 | $429K |
| HCR Wealth Advisors | 0.06% | No change | 3,226 | $423K |
| Park National Corp. | 0.02% | Add +7.5% | 3,198 | $419K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -15.2% | 3,156 | $414K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.7% | 3,153 | $413K |
| Pflug Koory, LLC | 0.03% | Reduce -3.7% | 3,150 | $413K |
| Trust Asset Management LLC | 0.04% | No change | 3,128 | $410K |
| Global Retirement Partners, LLC | 0.02% | Add +0.6% | 3,127 | $410K |
| Chicago Wealth Management, Inc. | 0.24% | No change | 3,123 | $409K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.2% | 3,118 | $409K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -12.4% | 3,102 | $407K |
| Inlet Private Wealth, LLC | 0.11% | New | 3,100 | $406K |
| Councilmark Asset Management, LLC | 0.29% | — | 3,070 | $402K |
| Nexus Investment Management ULC | 0.04% | No change | 3,043 | $399K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -5.5% | 3,133 | $394K |
| Spire Wealth Management | 0.01% | Add +0.2% | 2,980 | $391K |
| Certuity, LLC | 0.03% | Reduce -1.5% | 2,969 | $389K |
| Brooklyn Investment Group | 0.17% | Reduce -8.8% | 2,998 | $388K |
| Arbor Investment Advisors, LLC | 0.06% | No change | 2,953 | $387K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.4% | 2,953 | $387K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 2,952 | $387K |
| Panagora Asset Management Inc. | 0.00% | Reduce -28.1% | 2,940 | $385K |
| Ballentine Partners, LLC | 0.01% | Add +3.1% | 2,888 | $379K |
| TrinityPoint Wealth, LLC | 0.06% | Add +6.6% | 2,848 | $373K |
| Madison Asset Management, LLC | 0.00% | No change | 2,844 | $373K |
| Diversified Trust Co. | 0.01% | Reduce -58.6% | 2,829 | $371K |
| Rothschild Investment LLC | 0.03% | Add +4.1% | 2,821 | $370K |
| Central Bank & Trust Co. | 0.05% | Reduce -5.9% | 2,807 | $368K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.7% | 2,806 | $368K |
| Hunter Associates Investment Management LLC | 0.06% | Reduce -12.5% | 2,800 | $367K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,792 | $366K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,779 | $364K |
| One Wealth Advisors, LLC | 0.06% | Reduce -7.8% | 2,760 | $362K |
| Siemens Fonds Invest GmbH | 0.03% | Reduce -4.4% | 2,735 | $359K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | No change | 2,900 | $357K |
| Renaissance Group LLC | 0.01% | Add +8.0% | 2,702 | $354K |
| Independent Solutions Wealth Management, LLC | 0.08% | Reduce -4.7% | 2,672 | $350K |
| First Bank & Trust | 0.07% | Add +1.0% | 2,668 | $350K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 2,657 | $348K |
| Cigna Investments Inc. | 0.07% | Reduce -1.4% | 2,644 | $346K |
| MBB Public Markets I LLC | 0.02% | New | 2,587 | $339K |
| Affinity Investment Advisors, LLC | 0.25% | Reduce -80.9% | 2,573 | $337K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 2,547 | $334K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,540 | $333K |
| Greenfield Savings Bank | 0.17% | Reduce -1.6% | 2,532 | $332K |
| Garrison Point Advisors, LLC | 0.21% | Reduce -1.9% | 2,531 | $332K |
| Checchi Capital Advisers, LLC | 0.03% | Add +2.0% | 2,531 | $332K |
| LGT Group Foundation | 0.01% | No change | 2,522 | $331K |
| Modera Wealth Management, LLC | 0.01% | Add +11.6% | 2,520 | $330K |
| Peachtree Investment Partners, LLC | 0.13% | No change | 2,520 | $330K |
| AXA S.A. | 0.00% | Reduce -0.1% | 2,511 | $329K |
| Schrum Private Wealth Management LLC | 0.30% | No change | 2,507 | $329K |
| SpiderRock Advisors, LLC | 0.01% | — | 2,721 | $328K |
| Corton Capital Inc. | 0.12% | Reduce -37.3% | 2,470 | $324K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.4% | 2,509 | $324K |
| TriaGen Wealth Management LLC | 0.13% | No change | 2,443 | $320K |
| Roberts Capital Advisors, LLC | 0.31% | — | 2,426 | $318K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,424 | $318K |
| First Interstate Bank | 0.02% | Reduce -2.8% | 2,412 | $316K |
| Bell Bank | 0.03% | Reduce -0.1% | 2,411 | $316K |
| Grandfield & Dodd, LLC | 0.02% | No change | 2,373 | $311K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.4% | 2,364 | $310K |
| IHT Wealth Management, LLC | 0.01% | Add +20.2% | 2,351 | $308K |
| Aspire Private Capital, LLC | 0.08% | Add +19.2% | 2,347 | $308K |
| Romano Brothers and Company | 0.04% | Reduce -11.3% | 2,346 | $308K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.8% | 2,337 | $306K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 2,333 | $306K |
| iA Global Asset Management Inc. | 0.01% | Reduce -83.4% | 2,312 | $303K |
| Welch & Forbes LLC | 0.00% | Reduce -1.5% | 2,311 | $303K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -10.1% | 2,308 | $303K |
| Ellevest, Inc. | 0.02% | Reduce -11.7% | 2,302 | $302K |
| OmniStar Financial Group, Inc. | 0.28% | New | 2,292 | $301K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.5% | 2,287 | $300K |
| Edge Financial Advisors LLC | 0.26% | — | 2,282 | $299K |
| Conning Inc. | 0.01% | No change | 2,278 | $299K |
| Bison Wealth, LLC | 0.05% | New | 2,277 | $298K |
| Haverford Trust Co | 0.00% | New | 2,275 | $298K |
| Summit Financial, LLC | 0.02% | Reduce -66.7% | 2,268 | $297K |
| Clarius Group, LLC | 0.02% | Reduce -10.2% | 2,266 | $297K |
| Waldron Private Wealth LLC | 0.01% | Add +1.5% | 2,265 | $297K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.0% | 2,249 | $295K |
| GeoWealth Management, LLC | 0.01% | Add +78.0% | 2,243 | $294K |
| Premier Path Wealth Partners, LLC | 0.06% | Add +5.1% | 2,230 | $292K |
| Sigma Planning Corp | 0.01% | New | 2,222 | $291K |
| KG Capital Management | 0.12% | New | 2,212 | $290K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -33.2% | 2,206 | $289K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.4% | 2,201 | $289K |
| Hilltop Holdings Inc. | 0.03% | Add +2.4% | 2,196 | $288K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -39.5% | 2,192 | $287K |
| Caprock Group, LLC | 0.02% | Reduce -9.3% | 2,189 | $287K |
| Sienna Gestion | 0.02% | — | 2,159 | $283K |
| Mather Group, Llc. | 0.00% | No change | 2,496 | $281K |
| Ranch Capital Advisors Inc. | 0.15% | No change | 2,136 | $280K |
| Northeast Financial Consultants Inc | 0.01% | New | 2,130 | $279K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 2,123 | $278K |
| Dakota Wealth Management | 0.01% | Reduce -43.1% | 2,119 | $278K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -81.0% | 2,099 | $275K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,098 | $275K |
| CX Institutional | 0.01% | Add +5.0% | 2,092 | $274K |
| Jump Financial, LLC | 0.01% | Add +15.9% | 2,092 | $274K |
| Graypoint LLC | 0.02% | Add +12.5% | 2,091 | $274K |
| Roman Butler Fullerton & Co. | 0.10% | New | 2,163 | $274K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +16.3% | 2,082 | $273K |
| Mutual Advisors, LLC | 0.01% | Reduce -42.0% | 2,080 | $273K |
| CoreFirst Bank & Trust | 0.17% | No change | 2,071 | $271K |
| Atom Investors LP | 0.03% | New | 2,071 | $271K |
| Community Bank of Raymore | 0.13% | No change | 2,060 | $270K |
| Optas, LLC | 0.07% | Add +1.1% | 2,058 | $270K |
| Acima Private Wealth, LLC | 0.10% | No change | 2,056 | $270K |
| Whittier Trust Co. | 0.00% | Add +2.5% | 2,050 | $269K |
| Walker Asset Management, LLC | 0.18% | Add +0.3% | 2,048 | $268K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -20.8% | 2,204 | $267K |
| Cozad Asset Management Inc. | 0.03% | Reduce -14.7% | 2,036 | $267K |
| Legacy Advisors, LLC | 0.03% | Reduce -41.2% | 2,032 | $266K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.6% | 2,028 | $266K |
| Wedmont Private Capital | 0.02% | New | 2,117 | $265K |
| REDW Wealth LLC | 0.07% | Reduce -10.2% | 2,023 | $265K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -5.3% | 2,023 | $265K |
| First Western Trust Bank | 0.01% | Add +0.8% | 2,023 | $265K |
| Compound Planning, Inc. | 0.02% | Reduce -1.6% | 2,022 | $265K |
| SouthState Bank Corp | 0.02% | No change | 2,018 | $265K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 2,016 | $264K |
| Composition Wealth, LLC | 0.01% | Add +1.8% | 2,013 | $264K |
| GAM Holding AG | 0.02% | New | 2,007 | $263K |
| Trust Co. of Vermont | 0.01% | Add +35.9% | 2,000 | $262K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 1,992 | $261K |
| Aviso Wealth Management | 0.16% | Reduce -18.6% | 1,975 | $259K |
| Renasant Bank | 0.18% | No change | 1,970 | $258K |
| Aptus Capital Advisors, LLC | 0.01% | New | 1,968 | $258K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 1,960 | $257K |
| CTC Alternative Strategies, Ltd. | 0.16% | New | 1,959 | $257K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.1% | 1,942 | $255K |
| IFP Advisors, Inc | 0.01% | Add +4.5% | 1,936 | $254K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Reduce -10.3% | 1,929 | $253K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,926 | $252K |
| Veltria Advisors Corp. | 0.06% | New | 1,912 | $251K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,908 | $250K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -1.6% | 1,905 | $250K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.5% | 1,893 | $248K |
| Almanack Investment Partners, LLC. | 0.04% | New | 1,883 | $247K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.8% | 1,883 | $247K |
| Court Place Advisors, LLC | 0.08% | Add +0.5% | 1,878 | $246K |
| Peak Planning Group, LLC | 0.15% | New | 1,870 | $245K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Reduce -6.3% | 1,869 | $245K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -15.2% | 1,841 | $241K |
| Mgo One Seven LLC | 0.01% | Reduce -12.4% | 1,840 | $241K |
| Belpointe Asset Management LLC | 0.02% | Reduce -11.2% | 1,834 | $241K |
| Montag A & Associates Inc. | 0.01% | Reduce -42.5% | 1,833 | $240K |
| Wbi Investments, LLC | 0.05% | New | 1,831 | $240K |
| Peoples Bank | 0.13% | Reduce -6.8% | 1,815 | $238K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,940 | $235K |
| Gryphon Financial Partners LLC | 0.04% | New | 1,786 | $234K |
| Becker Capital Management Inc. | 0.01% | New | 1,773 | $232K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -19.4% | 1,768 | $232K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -2.4% | 1,768 | $232K |
| Icon Wealth Advisors, LLC | 0.02% | Add +28.1% | 1,762 | $231K |
| Prepared Retirement Institute LLC | 0.17% | New | 1,752 | $230K |
| Steward Partners Investment Solutions, LLC | 0.04% | Reduce -15.0% | 1,743 | $228K |
| Hills Bank & Trust Co | 0.02% | No change | 1,740 | $228K |
| Kovack Advisors, Inc. | 0.03% | New | 1,736 | $228K |
| CFM Wealth Partners LLC | 0.05% | Reduce -15.3% | 1,736 | $228K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,724 | $226K |
| PFG Investments, LLC | 0.01% | New | 1,718 | $225K |
| Benjamin Edwards Inc. | 0.04% | Add +75.4% | 1,708 | $224K |
| Vicus Capital | 0.02% | New | 1,706 | $224K |
| McLean Asset Management Corp | 0.08% | New | 1,779 | $223K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 1,698 | $223K |
| Advus Financial Partners, LLC | 0.07% | Reduce -38.0% | 1,696 | $222K |
| Burt Wealth Advisors | 0.06% | New | 1,673 | $219K |
| Lanark Financial, Inc. | 0.02% | Reduce -81.5% | 1,675 | $219K |
| Connectus Wealth, LLC | 0.01% | New | 1,661 | $218K |
| Gries Financial LLC | 0.04% | New | 1,660 | $218K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -47.2% | 1,654 | $217K |
| Berger Financial Group, Inc | 0.02% | New | 1,645 | $216K |
| Kingsview Wealth Management, LLC | 0.01% | New | 1,634 | $214K |
| Aspiriant, LLC | 0.01% | New | 1,632 | $214K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,626 | $213K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,650 | $213K |
| FDx Advisors, Inc. | 0.03% | Reduce -30.6% | 1,620 | $212K |
| Verity & Verity, LLC | 0.02% | New | 1,604 | $210K |
| PDS Planning, Inc | 0.02% | New | 1,602 | $210K |
| J. W. Coons Advisors, LLC | 0.04% | New | 1,598 | $210K |
| Valmark Advisers, Inc. | 0.00% | New | 1,596 | $209K |
| Citizens Financial Group Inc. | 0.01% | Reduce -92.0% | 1,581 | $207K |
| Obsidian Personal Planning Solutions LLC | 0.14% | New | 1,630 | $207K |
| Easterly Investment Partners LLC | 0.02% | New | 1,575 | $206K |
| Aaron Wealth Advisors LLC | 0.03% | New | 1,569 | $206K |
| InterOcean Capital Group, LLC | 0.00% | New | 1,566 | $205K |
| Equity Investment Corp. | 0.01% | New | 1,564 | $205K |
| Aerodigm Wealth, LLC | 0.08% | New | 1,562 | $205K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,561 | $205K |
| Sandy Spring Bank | 0.01% | Reduce -1.7% | 1,538 | $202K |
| New Century Financial Group, LLC | 0.14% | New | 1,538 | $202K |
| GAMMA Investing LLC | 0.04% | Add +1.3% | 1,536 | $201K |
| Everhart Financial Group, Inc. | 0.06% | New | 1,533 | $201K |
| Kenora Financial, LLC | 0.09% | New | 1,531 | $201K |
| HFG Advisors, Inc. | 0.18% | New | 1,527 | $200K |
| Ostrum Asset Management | 0.02% | No change | 1,505 | $197K |
| Westpac Banking Corp. | 0.01% | Reduce -85.5% | 1,501 | $197K |
| Tompkins Financial Corp. | 0.02% | No change | 1,500 | $197K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 1,447 | $190K |
| Tobam | 0.02% | No change | 1,361 | $178K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.7% | 1,347 | $177K |
| Sentry Investment Management LLC | 0.07% | No change | 1,310 | $172K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,276 | $167K |
| Global Assets Advisory, LLC | 0.10% | New | 1,278 | $165K |
| Brown Brothers Harriman & Co. | 0.00% | Add +163.0% | 1,252 | $164K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +6.4% | 1,207 | $158K |
| Gilliland Jeter Wealth Management LLC | 0.05% | New | 1,164 | $153K |
| AlphaQuest LLC | 0.03% | New | 1,158 | $152K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,150 | $151K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 1,142 | $150K |
| Quent Capital, LLC | 0.02% | Add +0.4% | 1,116 | $146K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.4% | 1,127 | $143K |
| MV Capital Management, Inc. | 0.02% | Add +1.1% | 1,055 | $138K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +39.9% | 1,045 | $137K |
| American National Bank & Trust | 0.02% | Add +48.3% | 1,038 | $136K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.4% | 1,038 | $136K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.7% | 1,043 | $135K |
| Covestor Ltd | 0.08% | Reduce -9.6% | 1,004 | $132K |
| Lindbrook Capital, LLC | 0.01% | Add +2.7% | 966 | $127K |
| Independence Bank of Kentucky | 0.04% | Add +2.7% | 950 | $125K |
| Brown Shipley& Co Ltd | 0.04% | Reduce -45.7% | 954 | $123K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -14.6% | 910 | $119K |
| Geneos Wealth Management Inc. | 0.01% | Add +97.0% | 906 | $119K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.6% | 854 | $112K |
| Piscataqua Savings Bank | 0.09% | Reduce -2.4% | 810 | $106K |
| Alta Advisers Ltd | 0.05% | No change | 800 | $105K |
| McIlrath & Eck, LLC | 0.02% | Reduce -16.0% | 794 | $104K |
| Private Trust Co. NA | 0.01% | Reduce -0.1% | 792 | $104K |
| Atwood & Palmer Inc. | 0.01% | Add +1.9% | 764 | $100K |
| St Germain D J Co. Inc. | 0.00% | No change | 743 | $97K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 738 | $97K |
| Deseret Mutual Benefit Administrators | 0.05% | No change | 731 | $96K |
| Johnson Financial Group, Inc. | 0.01% | Add +66.7% | 712 | $93K |
| Vestor Capital, LLC | 0.01% | No change | 700 | $92K |
| Global Financial Private Client, LLC | 0.04% | No change | 700 | $91K |
| Leonteq Securities AG | 0.01% | Reduce -50.2% | 675 | $88K |
| Capstone Investment Advisors, LLC | 0.00% | New | 635 | $83K |
| M&R Capital Management Inc. | 0.02% | No change | 622 | $82K |
| CVA Family Office, LLC | 0.01% | Add +0.8% | 610 | $80K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -62.2% | 607 | $80K |
| Rise Advisors, LLC | 0.04% | Add +25.1% | 607 | $80K |
| Catalyst Funds Management Pty Ltd | 0.02% | — | 600 | $79K |
| North Star Investment Management Corp. | 0.01% | Reduce -77.2% | 599 | $79K |
| TrinityBridge Ltd | 0.00% | New | 592 | $78K |
| Norwood Financial Corp | 0.11% | No change | 585 | $77K |
| First Manhattan Co. Llc. | 0.00% | Add +12.7% | 578 | $76K |
| Archer Investment Corp | 0.02% | Reduce -42.1% | 579 | $76K |
| Trust Co | 0.01% | Add +37.8% | 562 | $74K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.6% | 552 | $72K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | Add +7.8% | 539 | $71K |
| First PREMIER Bank | 0.02% | No change | 528 | $69K |
| United Community Bank | 0.03% | No change | 500 | $66K |
| Heritage Wealth Advisors | 0.00% | No change | 493 | $65K |
| Macroview Investment Management LLC | 0.07% | No change | 468 | $61K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +33.3% | 468 | $61K |
| Versant Capital Management, Inc | 0.02% | No change | 468 | $61K |
| Smithfield Trust Co | 0.00% | No change | 460 | $60K |
| Centennial Bank | 0.03% | No change | 455 | $60K |
| Adirondack Trust Co. | 0.02% | No change | 440 | $58K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -5.5% | 429 | $56K |
| Kelly Financial Services LLC | 0.02% | Reduce -8.6% | 414 | $54K |
| Webster Bank, N. A. | 0.01% | No change | 403 | $53K |
| CNB Bank | 0.03% | No change | 400 | $52K |
| PSI Advisors, LLC | 0.02% | Add +100.0% | 400 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 381 | $50K |
| Asset Dedication, LLC | 0.00% | No change | 394 | $49K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 392 | $49K |
| Anchor Investment Management, LLC | 0.01% | No change | 371 | $49K |
| Smartleaf Asset Management LLC | 0.01% | New | 363 | $46K |
| Stephens Consulting, LLC | 0.01% | No change | 350 | $46K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 349 | $46K |
| Raleigh Capital Management Inc. | 0.02% | Add +88.1% | 348 | $46K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -10.8% | 337 | $44K |
| Sunbelt Securities, Inc. | 0.00% | Add +25.9% | 321 | $42K |
| Zions Bancorporation, N.A. | 0.00% | No change | 319 | $42K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 318 | $42K |
| West Paces Advisors Inc. | 0.01% | Add +110.7% | 316 | $41K |
| J.Safra Asset Management Corp | 0.00% | Add +76.7% | 311 | $41K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 355 | $40K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 300 | $39K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 290 | $38K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -18.0% | 283 | $37K |
| Valley National Advisers Inc. | 0.01% | Add +1.8% | 282 | $37K |
| Perkins Coie Trust Co | 0.01% | No change | 280 | $37K |
| Highlander Capital Management, LLC | 0.01% | No change | 275 | $36K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 272 | $36K |
| Blue Trust, Inc. | 0.00% | Add +162.1% | 270 | $35K |
| Evermay Wealth Management LLC | 0.01% | Reduce -1.1% | 268 | $35K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +7.2% | 268 | $35K |
| New Covenant Trust Company, N.A. | 0.03% | — | 257 | $34K |
| Riverview Trust Co | 0.03% | New | 257 | $34K |
| Partnership Wealth Management, LLC | 0.02% | No change | 234 | $31K |
| Key Financial Inc | 0.01% | No change | 234 | $31K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.4% | 234 | $31K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 221 | $29K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.6% | 231 | $29K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Add +9.0% | 218 | $29K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -61.5% | 213 | $28K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 210 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $26K |
| City Holding Co. | 0.00% | No change | 200 | $26K |
| Grove Bank & Trust | 0.00% | No change | 199 | $26K |
| Tsfg, LLC | 0.01% | Reduce -2.5% | 194 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 189 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 188 | $25K |
| Hoese & Co LLP | 0.02% | No change | 201 | $24K |
| Beacon Capital Management, LLC | 0.01% | Add +374.4% | 185 | $24K |
| Private Ocean, LLC | 0.00% | No change | 180 | $24K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 173 | $23K |
| Transcendent Capital Group LLC | 0.01% | No change | 172 | $23K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.9% | 171 | $22K |
| Acadian Asset Management LLC | 0.00% | Reduce -98.4% | 169 | $22K |
| Addison Advisors LLC | 0.01% | No change | 166 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -46.3% | 151 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 152 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 150 | $20K |
| First United Bank & Trust | 0.01% | No change | 150 | $20K |
| Creekmur Asset Management LLC | 0.01% | Reduce -16.2% | 150 | $20K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 150 | $20K |
| First Command Advisory Services, Inc. | 0.00% | No change | 145 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 144 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 131 | $17K |
| Roble, Belko & Company, Inc | 0.00% | No change | 129 | $17K |
| Solstein Capital, LLC | 0.01% | No change | 128 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +3.3% | 125 | $16K |
| Compass Wealth Management LLC | 0.00% | No change | 125 | $16K |
| Peoples Bank | 0.01% | No change | 123 | $16K |
| Venturi Wealth Management, LLC | 0.00% | Add +29.8% | 122 | $16K |
| First Financial Corp. | 0.01% | New | 122 | $16K |
| Sachetta, LLC | 0.01% | No change | 141 | $16K |
| Valued Wealth Advisors LLC | 0.01% | Add +103.5% | 118 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 116 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 116 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 114 | $15K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 111 | $15K |
| Peoples Financial Services Corp. | 0.01% | No change | 109 | $14K |
| Gradient Investments LLC | 0.00% | Reduce -88.5% | 108 | $14K |
| Towne Trust Company, N.A | 0.01% | New | 107 | $14K |
| Arax Advisory Partners | 0.00% | No change | 103 | $14K |
| GS Investments, Inc. | 0.01% | No change | 100 | $13K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $13K |
| Front Row Advisors LLC | 0.00% | New | 99 | $13K |
| Private Wealth Management Group, LLC | 0.01% | No change | 98 | $13K |
| Gen-Wealth Partners Inc | 0.01% | — | 95 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -39.7% | 94 | $12K |
| Y.D. More Investments Ltd | 0.00% | No change | 90 | $12K |
| LRI Investments, LLC | 0.00% | — | 88 | $12K |
| Fortitude Family Office, LLC | 0.01% | No change | 87 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $11K |
| GW&K Investment Management, LLC | 0.00% | Reduce -25.2% | 83 | $11K |
| Concord Wealth Partners | 0.00% | No change | 76 | $10K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 73 | $10K |
| JDM Financial Group LLC | 0.01% | No change | 71 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +12.9% | 70 | $9K |
| Hilltop National Bank | 0.00% | — | 70 | $9K |
| Plato Investment Management Ltd | 0.00% | No change | 70 | $9K |
| Castleview Partners, LLC | 0.01% | Reduce -98.4% | 69 | $9K |
| Operose Advisors LLC | 0.00% | No change | 67 | $9K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 66 | $9K |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -55.8% | 65 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +17.6% | 60 | $8K |
| Bangor Savings Bank | 0.00% | No change | 57 | $7K |
| American Capital Advisory, LLC | 0.01% | No change | 75 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -88.0% | 56 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 56 | $7K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -25.3% | 56 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 54 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $7K |
| Estabrook Capital Management | 0.00% | No change | 50 | $7K |
| Delos Wealth Advisors, LLC | 0.01% | Add +345.4% | 49 | $6K |
| RFP Financial Group LLC | 0.00% | Add +81.5% | 49 | $6K |
| Horizon Bancorp Inc. | 0.00% | No change | 49 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -40.0% | 48 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 44 | $6K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -46.7% | 40 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 39 | $5K |
| Abound Wealth Management | 0.00% | No change | 38 | $5K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 38 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 38 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 37 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 38 | $5K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 33 | $4K |
| TFO Wealth Partners, LLC | 0.00% | No change | 31 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +24.0% | 31 | $4K |
| Tyler-Stone Wealth Management | 0.00% | No change | 30 | $4K |
| Meeder Asset Management Inc. | 0.00% | New | 30 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 29 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 28 | $4K |
| Red Tortoise LLC | 0.00% | Add +4.0% | 26 | $3K |
| Crewe Advisors LLC | 0.00% | New | 25 | $3K |
| Hollencrest Capital Management | 0.00% | Reduce -98.7% | 25 | $3K |
| Main Street Group, LTD | 0.00% | No change | 25 | $3K |
| Byrne Asset Management LLC | 0.00% | New | 24 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 24 | $3K |
| Avion Wealth | 0.00% | Add +233.3% | 20 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +15.8% | 22 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 21 | $3K |
| TFC Financial Management, Inc. | 0.00% | No change | 18 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 18 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 17 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 15 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 15 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 15 | $2K |
| NFSG Corp | 0.00% | New | 10 | $1K |
| Nvwm, LLC | 0.00% | New | 10 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -86.8% | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 8 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 7 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 7 | $918 |
| Janiczek Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $787 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $656 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 5 | $656 |
| TD Capital Management LLC | 0.00% | New | 4 | $524 |
| Global Wealth Strategies & Associates | 0.00% | New | 2 | $262 |
| Rakuten Securities, Inc. | 0.00% | New | 2 | $262 |
| WestEnd Advisors, LLC | 0.00% | New | 1 | $131 |
"% of holder's portfolio" is DFS's weight in each manager's 13F, not the share of Discover Financial Services the manager owns.