Discover Financial ServicesDFS

13F holders, Q2 2024 (June 30)
1,029holders −4
79new positions
83sold out
11famous investors
$130.50avg. 13F price*

At the end of Q2 2024, 1,029 institutions reported holding Discover Financial Services (DFS) in their 13F filings, down 4 from Q1 2024. 79 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($4.0B), Capital World Investors ($2.6B) and BlackRock Inc. ($2.5B). 11 famous investors held it, including Glenn Greenberg (10.0% of Brave Warrior Advisors's portfolio), Stanley Druckenmiller (0.8% 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

05001,0001,500 Q1 2024: 1,033Q1 2024Q2 2024: 1,029Q2 2024Q3 2024: 1,060Q3 2024Q4 2024: 1,173Q4 2024Q1 2025: 1,177Q1 2025Q2 2025: 9Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 4Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions79$314.4M
Exits83$695.6M

All 13F filers, Q1 2024 → Q2 2024: 17,675,742 shares bought and 18,257,452 shares sold, net −581,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,029 holders

Vanguard Group Inc. 0.08% Add +0.2% 30,500,279 $4.0B
Capital World Investors 0.43% Add +21.1% 20,255,812 $2.6B
BlackRock Inc. 0.06% Add +4.1% 19,370,123 $2.5B
State Street Corp. 0.06% Add +0.7% 10,417,443 $1.4B
FMR LLC 0.06% Add +5.6% 6,935,635 $907.3M
Geode Capital Management, LLC 0.07% Add +1.2% 6,091,221 $797.2M
Morgan Stanley 0.05% Add +2.1% 4,687,571 $613.2M
Norges Bank 0.08% Add +1.6% 4,339,127 $567.6M
Dimensional Fund Advisors LP 0.13% Reduce -0.3% 3,688,683 $482.4M
Brave Warrior Advisors 10.03% Add +4.6% 3,460,972 $452.7M
Sessa Capital IM, L.P. 12.91% Reduce -1.1% 2,528,879 $330.8M
Balyasny Asset Management L.P. 0.84% Reduce -10.0% 2,444,626 $319.8M
Invesco Ltd. 0.07% Add +6.0% 2,398,821 $313.8M
Northern Trust Corp. 0.05% Reduce -0.6% 2,353,979 $307.9M
Bank of New York Mellon Corp 0.05% Add +0.3% 2,029,452 $265.5M
Southpoint Capital Advisors LP 6.51% Add +11.1% 2,000,000 $261.6M
Millennium Management 0.21% Reduce -13.1% 1,848,364 $241.8M
Goldman Sachs Group Inc. 0.05% Add +23.2% 1,846,569 $241.5M
Capital International Investors 0.05% Add +12.7% 1,823,284 $238.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +55.7% 1,822,450 $238.4M
Arrowstreet Capital, Limited Partnership 0.21% Add +79.3% 1,815,764 $237.5M
Charles Schwab Investment Management Inc. 0.04% Add +1.3% 1,720,525 $225.1M
Voya Investment Management LLC 0.25% Add +1996.2% 1,699,474 $222.3M
Boston Partners 0.28% Reduce -58.2% 1,693,764 $221.6M
JPMorgan Chase & Co. 0.02% Reduce -11.6% 1,688,661 $220.9M
First Trust Advisors LP 0.23% Reduce -10.1% 1,685,832 $220.5M
Legal & General Group Plc 0.06% Reduce -2.7% 1,659,556 $217.1M
LSV Asset Management 0.47% Reduce -3.8% 1,627,149 $212.8M
Eagle Capital Management LLC 0.75% Add +49.0% 1,545,337 $202.1M
Deutsche Bank AG 0.09% Add +61.3% 1,469,889 $192.3M
Sculptor Capital LP 5.41% Reduce -1.0% 1,303,522 $170.5M
Cooke & Bieler LP 1.61% Add +5.1% 1,281,950 $167.7M
Rockefeller Capital Management L.P. 0.47% Reduce -4.6% 1,276,185 $166.9M
Hotchkis & Wiley Capital Management LLC 0.56% Reduce -1.0% 1,234,959 $161.5M
HSBC Holdings PLC 0.10% Add +6.7% 1,181,333 $154.1M
AustralianSuper Pty Ltd 0.88% Add +0.5% 1,162,495 $152.1M
T. Rowe Price Associates Inc. 0.02% Add +32.2% 1,141,160 $149.3M
KBC Group NV 0.43% Reduce -4.2% 1,074,965 $140.6M
Citadel Advisors 0.14% Add +6.2% 1,073,011 $140.4M
Massachusetts Financial Services Co. 0.04% Reduce -9.8% 1,059,386 $138.6M
Envestnet Asset Management Inc. 0.05% Reduce -10.2% 1,041,281 $136.2M
Laurion Capital Management LP 4.31% New 1,005,532 $131.5M
Nuveen Asset Management, LLC 0.04% Reduce -12.5% 933,733 $122.1M
Turtle Creek Asset Management Inc. 2.93% Reduce -3.8% 871,212 $114.0M
Bank of America Corp. 0.01% Reduce -8.6% 867,376 $113.5M
Amundi 0.04% Reduce -7.0% 858,033 $113.3M
Ameriprise Financial Inc. 0.03% Reduce -11.1% 864,561 $113.1M
UBS Group AG 0.03% Add +29.5% 862,650 $112.8M
Alpine Associates Management Inc. 5.41% Reduce -14.0% 859,494 $112.4M
Barclays PLC 0.05% Reduce -63.9% 823,940 $107.8M
Primecap Management Co. 0.07% Reduce -39.6% 766,213 $100.2M
Swiss National Bank 0.07% Reduce -0.8% 743,090 $97.2M
Alliancebernstein L.P. 0.03% Add +36.4% 702,112 $91.8M
Samlyn Capital, LLC 1.46% Add +368.0% 646,691 $84.6M
Moore Capital Management, LP 1.90% Add +3104.6% 640,912 $83.8M
Canoe Financial LP 1.55% No change 637,241 $83.5M
Manufacturers Life Insurance Company, The 0.08% Add +23.1% 619,818 $81.1M
Thrivent Financial for Lutherans 0.16% Reduce -1.0% 604,964 $79.1M
Adage Capital Partners Gp, L.L.C. 0.14% Add +2.2% 582,459 $76.2M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -7.6% 573,353 $75.0M
Macquarie Group Ltd. 0.08% Reduce -32.8% 549,089 $71.8M
Bank of Montreal 0.02% Reduce -33.1% 567,109 $71.7M
Rhumbline Advisers 0.07% Add +5.9% 546,948 $71.5M
Magnetar Financial LLC 1.71% No change 546,896 $71.5M
Royal Bank of Canada 0.02% Reduce -45.3% 537,621 $70.3M
Corient Private Wealth LP 0.12% Reduce -21.2% 531,035 $69.5M
Alyeska Investment Group, L.P. 0.38% Add +8.8% 500,233 $65.4M
APG Asset Management N.V. 0.12% Reduce -22.3% 531,618 $64.9M
M&G PLC 0.44% Add +1.9% 488,732 $64.0M
California Public Employees Retirement System 0.05% Add +2.0% 483,739 $63.3M
Ensign Peak Advisors, Inc 0.12% Reduce -3.7% 482,642 $63.1M
Point72 Asset Management 0.21% Add +67.1% 478,599 $62.6M
Wellington Management Group LLP 0.01% Add +60.6% 444,496 $58.1M
California State Teachers Retirement System 0.07% Add +4.6% 423,482 $55.4M
National Bank of Canada 0.08% Reduce -7.8% 408,871 $54.3M
GMO 0.17% Reduce -2.7% 395,103 $51.7M
National Pension Service 0.06% Reduce -1.7% 382,942 $50.1M
Bruni J V & Co. 6.16% Reduce -1.3% 377,985 $49.4M
Marshall Wace, LLP 0.07% Reduce -21.3% 371,914 $48.7M
Allianz Asset Management GmbH 0.08% Reduce -31.9% 364,260 $47.6M
Azora Capital LP 2.58% Add +26.4% 344,931 $45.1M
Waters Parkerson & Co., LLC 2.38% Reduce -1.4% 341,916 $44.7M
Nordea Investment Management AB 0.05% Reduce -6.9% 341,465 $44.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +14.5% 336,382 $44.0M
Los Angeles Capital Management LLC 0.16% Reduce -18.7% 336,272 $44.0M
Bronte Capital Management Pty Ltd. 3.34% Add +31.7% 326,594 $42.7M
Khrom Capital Management LLC 8.01% Reduce -2.9% 324,065 $42.4M
CANADA LIFE ASSURANCE Co 0.08% Add +2.2% 323,490 $42.3M
AQR Arbitrage LLC 1.84% Add +11.3% 316,590 $40.3M
BNP Paribas Financial Markets 0.04% Add +33.2% 303,805 $39.7M
Truist Financial Corp. 0.06% Reduce -44.7% 300,118 $39.3M
Canada Pension Plan Investment Board 0.04% Add +22.5% 298,440 $39.0M
Robeco Institutional Asset Management B.V. 0.08% Reduce -1.9% 289,039 $37.8M
Wells Fargo & Company 0.01% Reduce -8.0% 288,122 $37.7M
Principal Financial Group Inc. 0.02% Reduce -62.6% 285,512 $37.3M
Cerity Partners LLC 0.10% Reduce -10.5% 275,430 $36.0M
Mangrove Partners Im, LLC 3.21% New 268,771 $35.2M
New York State Teachers Retirement System 0.07% Reduce -9.7% 263,216 $34.4M
Holocene Advisors, LP 0.14% Add +130.9% 257,667 $33.7M
State Board of Administration of Florida Retirement System 0.07% Reduce -26.9% 253,641 $33.2M
Russell Investments Group, Ltd. 0.05% Reduce -7.4% 252,364 $32.8M
Elser Financial Planning, Inc 5.46% — 696,005 $32.7M
Associated Banc-Corp 1.00% Add +1.7% 244,894 $32.0M
Deroy & Devereaux Private Investment Counsel Inc. 1.96% Add +0.2% 241,463 $31.6M
Gladstone Capital Management LLP 2.73% Add +21.5% 235,923 $30.9M
Point72 Europe (London) LLP 2.56% Add +25.4% 231,501 $30.3M
Renaissance Technologies 0.05% Add +25.8% 225,600 $29.5M
Aviva PLC 0.08% Add +22.3% 225,005 $29.4M
PNC Financial Services Group, Inc. 0.02% Add +1.7% 220,282 $28.8M
Hudson Bay Capital Management LP 0.25% Reduce -13.5% 216,371 $28.3M
Gateway Investment Advisers LLC 0.32% Reduce -4.0% 213,074 $27.9M
Jane Street Group, LLC 0.03% Add +219.2% 209,481 $27.4M
O'shaughnessy Asset Management, LLC 0.28% Reduce -27.3% 208,116 $27.2M
MML Investors Services, LLC 0.11% Reduce -8.0% 207,361 $27.1M
Capital International, Inc. 0.36% Add +234.7% 206,651 $27.0M
Citigroup Inc. 0.03% Add +34.4% 204,660 $26.8M
American Century Companies Inc. 0.02% Reduce -26.3% 204,321 $26.7M
Prana Capital Management, LP 1.23% Add +1.0% 198,164 $25.9M
Readystate Asset Management LP 2.18% New 193,200 $25.3M
Burney Co./ 0.94% Reduce -0.2% 188,737 $24.7M
Prudential Financial Inc. 0.04% Reduce -10.9% 182,029 $23.8M
Korea Investment CORP 0.06% Add +3.4% 179,205 $23.4M
Two Sigma Investments, LP 0.06% New 178,419 $23.3M
Keybank National Association 0.10% Reduce -0.8% 177,592 $23.2M
Vest Financial, LLC 0.54% Add +18.6% 172,981 $22.6M
New York State Common Retirement Fund 0.03% Reduce -0.4% 171,971 $22.5M
Schroder Investment Management Group 0.02% Reduce -11.7% 169,310 $22.1M
New York Life Investment Management LLC 0.22% Add +29.9% 169,046 $22.1M
Duquesne Family Office 0.78% Reduce -74.1% 167,255 $21.9M
AQR Capital Management 0.03% Add +0.7% 171,921 $21.9M
Natixis Advisors, LLC 0.05% Reduce -4.6% 164,461 $21.5M
Farallon Capital Management, L.L.C. 0.13% No change 160,000 $20.9M
Governors Lane LP 3.31% Reduce -2.6% 159,200 $20.8M
Treasurer of the State of North Carolina 0.09% Add +10.2% 157,247 $20.6M
HST Ventures, LLC 9.11% Reduce -47.3% 154,250 $20.2M
Natixis 0.13% Reduce -34.5% 153,230 $20.0M
State of Wisconsin Investment Board 0.05% Add +0.4% 151,374 $19.8M
Brandywine Global Investment Management, LLC 0.15% Add +2.9% 149,152 $19.5M
14B Captial Management LP 8.99% Add +37.4% 147,000 $19.2M
Taconic Capital Advisors LP 1.59% Add +14.8% 146,200 $19.1M
Beryl Capital Management LLC 5.78% New 144,102 $18.8M
Bank of Nova Scotia 0.04% Add +12.1% 143,540 $18.8M
Stifel Financial Corp. 0.02% Reduce -0.8% 140,204 $18.3M
Two Sigma Advisers, LP 0.04% Add +1132.1% 138,000 $18.1M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -1.2% 137,030 $17.9M
Boussard & Gavaudan Investment Management LLP 5.57% Add +194.8% 136,504 $17.6M
Raymond James & Associates 0.01% Reduce -23.4% 132,498 $17.3M
Man Group plc 0.05% Add +4.3% 131,296 $17.2M
Storebrand Asset Management As 0.06% Reduce -8.6% 129,768 $17.0M
NewEdge Wealth, LLC 0.36% Reduce -2.3% 128,341 $16.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -59.4% 126,815 $16.6M
Pictet Asset Management Holding SA 0.02% Reduce -1.4% 126,236 $16.5M
Candriam S.C.A. 0.10% Add +350.7% 124,557 $16.3M
LPL Financial LLC 0.01% Add +4.5% 124,294 $16.3M
Toronto Dominion Bank 0.03% Reduce -15.0% 124,235 $16.3M
Nisa Investment Advisors, LLC 0.10% Reduce -0.8% 123,449 $16.1M
Danske Bank A/S 0.06% Reduce -8.5% 122,836 $16.1M
Neuberger Berman Group LLC 0.01% Reduce -62.9% 121,091 $15.8M
Schonfeld Strategic Advisors LLC 0.12% Add +11.7% 114,567 $15.0M
Leeward Investments, LLC - MA 0.69% Reduce -4.3% 114,271 $14.9M
Calamos Advisors LLC 0.10% Reduce -3.5% 113,774 $14.9M
Cinctive Capital Management LP 0.78% Add +31.9% 111,026 $14.5M
Penserra Capital Management LLC 0.18% Reduce -19.3% 109,315 $14.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -36.3% 105,602 $13.8M
Nomura Asset Management Co. Ltd. 0.05% Reduce -4.5% 104,541 $13.7M
Swedbank AB 0.02% No change 101,625 $13.3M
Royal London Asset Management Ltd. 0.03% Add +2.9% 101,117 $13.2M
Varma Mutual Pension Insurance Co 0.11% Reduce -16.6% 100,521 $13.1M
One Fin Capital Management LP 5.42% No change 100,000 $13.1M
Freedom Together Foundation 1.40% Reduce -16.7% 99,629 $13.0M
Public Employees Retirement System of Ohio 0.05% Reduce -13.9% 99,568 $13.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +224.8% 99,274 $13.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +0.1% 99,198 $13.0M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -2.8% 98,300 $12.9M
Franklin Resources Inc. 0.00% Reduce -70.3% 96,493 $12.6M
Busey Bank 0.43% Add +0.7% 96,329 $12.6M
Verition Fund Management LLC 0.11% Reduce -15.3% 95,613 $12.5M
CSM Advisors, LLC 0.88% Reduce -0.8% 94,591 $12.4M
TD Asset Management Inc 0.01% Add +2.1% 92,644 $12.1M
Sei Investments Co. 0.02% Add +58.8% 92,474 $12.1M
Asset Management One Co., Ltd. 0.05% Reduce -3.9% 92,107 $12.0M
State of New Jersey Common Pension Fund D 0.05% Reduce -36.0% 91,999 $12.0M
Aberdeen Group plc 0.02% Reduce -15.8% 91,041 $11.9M
D. E. Shaw & Co. 0.02% Add +323.2% 90,096 $11.8M
Westwood Holdings Group Inc. 0.10% Reduce -7.1% 89,908 $11.8M
Rafferty Asset Management, LLC 0.04% Reduce -3.4% 88,139 $11.5M
Vontobel Holding Ltd. 0.04% Reduce -0.5% 87,892 $11.5M
Victory Capital Management Inc. 0.01% Reduce -67.3% 87,560 $11.5M
Moran Wealth Management, LLC 0.37% Add +66.2% 86,523 $11.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +1.1% 81,991 $10.7M
Walleye Capital LLC 0.12% Add +25.8% 79,941 $10.5M
Bokf, NA 0.19% Reduce -7.5% 78,851 $10.3M
Resona Asset Management Co.,Ltd. 0.06% Reduce -6.2% 79,171 $10.3M
Alley Investment Management Company, LLC 1.39% Add +0.4% 77,897 $10.2M
Eldred Rock Partners, LLC 4.20% Add +4.2% 76,754 $10.0M
Capital Group Private Client Services, Inc. 0.10% New 76,561 $10.0M
Bornite Capital Management LP 1.62% New 75,000 $9.8M
State of Tennessee, Department of Treasury 0.04% Reduce -34.8% 74,273 $9.7M
Pathstone Holdings, LLC 0.04% Add +12.3% 73,666 $9.6M
Handelsbanken Fonder AB 0.04% Add +15.0% 70,641 $9.2M
First Trust Investment Solutions L.P. 1.30% Reduce -8.4% 70,460 $9.2M
USS Investment Management Ltd 0.07% Reduce -5.5% 70,406 $9.2M
Cetera Investment Advisers 0.02% Add +0.8% 69,539 $9.1M
Arizona State Retirement System 0.06% Add +0.3% 68,949 $9.0M
State of Michigan Retirement System 0.05% Add +0.1% 68,601 $9.0M
Envestnet Portfolio Solutions, Inc. 0.03% Add +4.4% 68,361 $8.9M
Aequim Alternative Investments LP 3.64% Reduce -10.0% 67,500 $8.8M
MetLife Investment Management, LLC 0.05% Add +14.2% 66,829 $8.7M
Phase 2 Partners, LLC 5.25% Add +46.3% 66,660 $8.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -54.2% 65,465 $8.6M
Susquehanna International Group, LLP 0.02% Reduce -4.0% 65,244 $8.5M
Corebridge Financial, Inc. 0.05% — 65,158 $8.5M
Glenmede Trust Co. NA 0.04% Reduce -0.9% 64,540 $8.4M
Creative Planning 0.01% Add +1.4% 63,959 $8.4M
AMF Tjanstepension AB 0.06% New 63,616 $8.3M
Comerica Bank 0.03% Reduce -6.8% 63,371 $8.3M
Versor Investments LP 1.51% Add +207.9% 62,536 $8.2M
Amalgamated Bank 0.07% Add +3.1% 62,428 $8.2M
Swiss Life Asset Management Ltd 0.09% Add +160.6% 60,730 $7.9M
HighTower Advisors, LLC 0.01% Reduce -7.9% 59,423 $7.8M
Forsta Ap-Fonden 0.07% Reduce -8.2% 59,400 $7.8M
Thompson Investment Management, Inc. 1.19% Add +0.2% 58,521 $7.7M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 58,072 $7.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -7.4% 58,045 $7.6M
Credit Agricole S A 0.05% Add +276.5% 57,839 $7.6M
Focus Partners Wealth 0.03% Add +117.4% 57,018 $7.5M
Caisse de depot et placement du Quebec 0.02% No change 56,000 $7.3M
DekaBank Deutsche Girozentrale 0.01% Reduce -8.8% 59,362 $7.3M
Dana Investment Advisors, Inc. 0.25% Reduce -2.6% 55,731 $7.3M
Osaic Holdings, Inc. 0.02% Add +23.6% 55,504 $7.3M
Retirement Systems of Alabama 0.03% Add +0.2% 55,278 $7.2M
SG Americas Securities, LLC 0.05% Add +80.3% 53,863 $7.0M
ProShare Advisors LLC 0.02% Add +4.5% 52,855 $6.9M
Stolper Co 2.41% Add +3.3% 52,431 $6.9M
IFM Investors Pty Ltd 0.07% Reduce -0.8% 51,868 $6.8M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -16.8% 51,566 $6.7M
Smith Chas P & Associates Pa Cpas 0.40% Reduce -7.9% 51,128 $6.7M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.40% Add +1018.8% 51,128 $6.7M
Tejara Capital Ltd 2.40% New 50,400 $6.6M
Andra AP-fonden 0.11% Reduce -36.9% 49,900 $6.5M
Cresset Asset Management, LLC 0.03% Add +20.2% 49,113 $6.4M
ClearAlpha Technologies LP 2.53% Add +18.6% 48,999 $6.4M
Cibc World Markets Corp. 0.04% Reduce -24.2% 48,098 $6.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +61.0% 48,070 $6.3M
Basswood Capital Management, L.L.C. 0.41% Reduce -59.3% 47,952 $6.3M
Czech National Bank 0.07% Add +8.5% 47,754 $6.2M
Elevation Point Wealth Partners, LLC 0.49% Reduce -21.9% 47,133 $6.2M
DNB Asset Management AS 0.03% Add +8.6% 46,829 $6.1M
Qube Research & Technologies Ltd 0.01% Add +71.1% 46,310 $6.1M
Martin & Co. Inc. 1.51% Reduce -1.9% 45,876 $6.0M
Unison Advisors LLC 0.74% Add +0.6% 45,026 $5.9M
Van Eck Associates Corp. 0.01% Add +2.5% 44,647 $5.8M
Mariner, LLC 0.01% Add +4.3% 43,562 $5.7M
Captrust Financial Advisors 0.02% Add +1.1% 43,554 $5.7M
ExodusPoint Capital Management, LP 0.06% New 42,713 $5.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.06% — 42,678 $5.6M
Public Sector Pension Investment Board 0.04% Add +8.0% 42,525 $5.6M
Prudential PLC 0.04% Reduce -8.1% 42,419 $5.5M
Utah Retirement Systems 0.06% Reduce -4.9% 41,135 $5.4M
Xponance LLC 0.05% Reduce -0.0% 41,081 $5.4M
Park Avenue Securities LLC 0.06% Reduce -0.9% 39,710 $5.2M
Crossmark Global Holdings, Inc. 0.10% Add +96.7% 39,532 $5.2M
US Bancorp \de 0.01% Reduce -2.7% 39,387 $5.2M
Tredje AP-fonden 0.05% Reduce -1.5% 39,315 $5.1M
Intech Investment Management LLC 0.06% Add +189.2% 38,373 $5.0M
King Luther Capital Management Corp. 0.02% Reduce -2.8% 38,076 $5.0M
IFG Advisory, LLC 0.32% Reduce -0.1% 38,014 $5.0M
Sanctuary Advisors, LLC 0.04% — 38,890 $5.0M
Blair William & Co. 0.02% Reduce -27.0% 37,793 $4.9M
William B. Walkup & Associates, Inc. 3.17% — 36,965 $4.8M
Yousif Capital Management, LLC 0.05% Reduce -2.8% 36,726 $4.8M
Vision Capital Management, Inc. 0.71% Reduce -3.7% 36,678 $4.8M
LB Partners LLC 3.96% Reduce -6.4% 36,350 $4.8M
Vaughan David Investments LLC 0.12% Reduce -6.0% 36,066 $4.7M
Janus Henderson Group PLC 0.00% Reduce -43.2% 35,538 $4.6M
Investment Management Corp of Ontario 0.12% Add +4.8% 34,628 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +7.2% 34,558 $4.5M
CIBC Asset Management Inc 0.02% Reduce -5.2% 34,016 $4.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.9% 33,361 $4.4M
HRT Financial LP 0.02% Reduce -1.6% 33,186 $4.3M
Baker Ellis Asset Management LLC 0.65% Reduce -0.2% 32,797 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.8% 32,511 $4.3M
Signet Financial Management, LLC 0.57% Reduce -0.7% 32,347 $4.2M
PGGM Investments 0.06% Reduce -14.0% 32,110 $4.2M
Nissay Asset Management Corp. /Japan 0.03% Add +3.3% 31,748 $4.2M
Mutual of America Capital Management LLC 0.05% Reduce -3.6% 31,601 $4.1M
Woodline Partners LP 0.04% Reduce -86.8% 31,424 $4.1M
Salem Investment Counselors Inc. 0.13% Reduce -1.2% 31,340 $4.1M
Carmignac Gestion 0.07% New 31,338 $4.1M
ING Groep NV 0.02% Reduce -1.7% 30,996 $4.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +12.3% 30,853 $4.0M
Pinnacle Associates Ltd. 0.06% Reduce -1.4% 30,154 $3.9M
Lynch & Associates 0.86% Add +0.7% 29,018 $3.8M
Kerusso Capital Management LLC 2.72% — 28,650 $3.7M
Factorial Partners, LLC 2.29% No change 28,400 $3.7M
GTS Securities LLC 0.08% Add +102.9% 28,340 $3.7M
Seascape Capital Management 1.38% Add +0.3% 28,300 $3.7M
SteelPeak Wealth, LLC 0.17% Add +0.4% 27,824 $3.6M
Integrated Wealth Concepts LLC 0.05% Reduce -8.1% 27,600 $3.6M
Daiwa Securities Group Inc. 0.02% Add +10.7% 27,395 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -22.3% 27,249 $3.6M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -3.4% 27,237 $3.6M
Foster & Motley Inc. 0.24% Reduce -18.1% 27,081 $3.5M
Robertson Stephens Wealth Management, LLC 0.18% Reduce -2.1% 26,788 $3.5M
Hancock Whitney Corp. 0.12% No change 26,673 $3.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.9% 26,155 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.6% 26,155 $3.4M
Assenagon Asset Management S.A. 0.01% Add +1.1% 25,989 $3.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 25,713 $3.4M
Mackenzie Financial Corp. 0.01% Reduce -6.3% 25,697 $3.4M
Alaska Permanent Fund Corp 0.05% Add +3.2% 23,118 $3.3M
Heritage Investors Management Corp. 0.12% Reduce -2.5% 25,320 $3.3M
Oppenheimer & Co. Inc. 0.05% Add +0.7% 25,074 $3.3M
Illinois Municipal Retirement Fund 0.05% Reduce -53.1% 24,818 $3.2M
Chicago Partners Investment Group LLC 0.12% Add +0.5% 22,024 $3.2M
NJ State Employees Deferred Compensation Plan 0.40% No change 24,350 $3.2M
Savant Capital, LLC 0.03% Reduce -5.3% 23,986 $3.1M
Round Hill Asset Management 2.00% Reduce -3.5% 23,918 $3.1M
Atlantic Union Bankshares Corp 0.19% Add +42.6% 23,749 $3.1M
CIBC Private Wealth Group LLC 0.01% Reduce -1.1% 23,998 $3.1M
TCTC Holdings, LLC 0.11% No change 23,522 $3.1M
M&T Bank Corp 0.01% Reduce -6.7% 23,452 $3.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 21,566 $3.1M
ORBA Wealth Advisors, L.L.C. 1.52% Add +0.0% 22,396 $2.9M
Cypress Financial Planning LLC 1.22% Add +0.1% 22,240 $2.9M
Elo Mutual Pension Insurance Co 0.07% Reduce -3.6% 22,015 $2.9M
Oregon Public Employees Retirement Fund 0.06% Add +0.5% 21,488 $2.8M
Barnett & Company, Inc. 2.01% Reduce -1.9% 21,443 $2.8M
TD Private Client Wealth LLC 0.09% Reduce -9.7% 21,262 $2.8M
Diametric Capital, LP 1.50% Add +112.2% 21,052 $2.8M
Gotham Asset Management 0.04% Add +13.1% 20,997 $2.7M
Forge First Asset Management Inc. 1.17% Reduce -79.4% 21,000 $2.7M
LS Investment Advisors, LLC 0.43% Reduce -1.1% 20,955 $2.7M
Gulf International Bank (UK) Ltd 0.07% No change 20,931 $2.7M
Commerce Bank 0.02% Add +9.5% 20,768 $2.7M
BlueMar Capital Management, LLC 5.66% Reduce -11.3% 20,750 $2.7M
Kestra Advisory Services, LLC 0.02% Add +2.2% 21,263 $2.7M
Connors Investor Services Inc. 0.28% No change 20,569 $2.7M
Old Second National Bank of Aurora 0.69% Reduce -5.3% 20,473 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -89.3% 20,465 $2.7M
Mercer Global Advisors Inc. 0.01% Reduce -5.0% 20,417 $2.7M
Carlson Capital, L.P. 0.41% Reduce -87.1% 20,000 $2.6M
UniSuper Management Pty Ltd 0.02% Add +83.2% 19,917 $2.6M
Appleton Partners Inc. 0.20% No change 19,909 $2.6M
Maryland State Retirement & Pension System 0.05% No change 19,353 $2.5M
Mizuho Securities USA LLC 0.06% New 19,326 $2.5M
CI Investments Inc. 0.01% Add +178.8% 18,907 $2.5M
Kentucky Retirement Systems 0.07% Reduce -0.6% 18,884 $2.5M
Ethic Inc. 0.06% Add +15.2% 18,549 $2.4M
Bell & Brown Wealth Advisors, LLC 0.91% Reduce -4.3% 18,061 $2.4M
Pacer Advisors, Inc. 0.01% Add +4.6% 17,986 $2.4M
MBB Public Markets I LLC 0.05% Add +588.8% 17,818 $2.3M
Van Hulzen Asset Management, LLC 0.16% Add +0.5% 17,677 $2.3M
Florida Trust Wealth Management Co 0.08% Reduce -5.6% 17,631 $2.3M
First Trust Direct Indexing L.P. 0.14% Add +9.6% 17,589 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -47.4% 17,493 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -18.9% 17,308 $2.3M
Wealthfront Advisers LLC 0.01% Reduce -7.3% 17,162 $2.2M
Duncker Streett & Co. Inc. 0.43% No change 17,161 $2.2M
Camelot Portfolios, LLC 1.25% Add +25.4% 16,921 $2.2M
Simplex Trading, LLC 0.07% New 16,813 $2.2M
Glenview Trust Co 0.04% Reduce -18.4% 16,740 $2.2M
RBF Capital, LLC 0.13% No change 16,500 $2.2M
L2 Asset Management, LLC 0.65% Add +49.6% 16,421 $2.1M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -4.0% 16,327 $2.1M
Hartford Investment Management Co. 0.07% Reduce -0.7% 16,068 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -65.5% 16,918 $2.1M
Maven Securities LTD 0.33% Add +7.4% 15,959 $2.1M
Prelude Capital Management, LLC 0.17% Add +83.9% 15,509 $2.0M
Griffin Asset Management, Inc. 0.23% Reduce -1.5% 15,506 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Add +0.9% 15,243 $2.0M
Weiss Asset Management LP 0.16% New 15,000 $2.0M
OV Management LLC 1.33% Add +1.1% 14,558 $1.9M
Guggenheim Capital LLC 0.01% Reduce -24.4% 14,473 $1.9M
Eagle Bluffs Wealth Management LLC 1.10% Add +0.4% 14,434 $1.9M
Flputnam Investment Management Co. 0.04% Add +29.6% 14,430 $1.9M
Securian Asset Management, Inc. 0.05% Reduce -1.9% 14,365 $1.9M
QRG Capital Management, Inc. 0.02% Reduce -23.9% 14,229 $1.9M
Louisiana State Employees Retirement System 0.04% Reduce -2.7% 14,200 $1.9M
United Capital Financial Advisors, LLC 0.02% Reduce -9.1% 14,144 $1.9M
Graham Capital Management, L.P. 0.12% New 14,012 $1.8M
Moody Aldrich Partners LLC 0.35% No change 13,923 $1.8M
Metis Global Partners, LLC 0.06% Add +2.0% 13,790 $1.8M
Seven Eight Capital, LP 0.19% New 13,597 $1.8M
P Schoenfeld Asset Management LP 0.79% No change 13,500 $1.8M
Tidal Investments LLC 0.02% Add +11.4% 13,473 $1.8M
Bessemer Group Inc. 0.00% Add +0.3% 13,384 $1.8M
Quantinno Capital Management LP 0.03% Add +36.1% 13,225 $1.7M
Fifth Third Bancorp 0.01% Reduce -2.1% 12,983 $1.7M
HighPoint Advisor Group LLC 0.10% Add +1.0% 11,689 $1.7M
Private Advisor Group, LLC 0.01% Reduce -1.7% 12,926 $1.7M
NorthCoast Asset Management LLC 0.01% Add +11.8% 12,755 $1.7M
New Mexico Educational Retirement Board 0.06% No change 12,611 $1.6M
DRW Securities, LLC 0.10% New 12,592 $1.6M
Epoch Investment Partners, Inc. 0.01% Reduce -3.0% 12,521 $1.6M
Clear Harbor Asset Management, LLC 0.14% Reduce -0.7% 12,390 $1.6M
Squarepoint Ops LLC 0.01% Reduce -10.0% 12,206 $1.6M
Quantbot Technologies LP 0.08% New 12,144 $1.6M
Empowered Funds, LLC 0.03% Add +11.2% 12,071 $1.6M
Ancora Advisors LLC 0.04% Reduce -6.2% 12,060 $1.6M
University of Texas/Texas Am Investment Management Co. 0.31% New 12,026 $1.6M
DF Dent & Co. Inc. 0.02% No change 12,013 $1.6M
Great Lakes Advisors, LLC 0.01% Add +414.6% 11,876 $1.6M
Trust Investment Advisors 0.98% Reduce -0.3% 11,779 $1.5M
Scotia Capital Inc. 0.01% Add +0.7% 11,761 $1.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -6.8% 11,653 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -6.9% 11,442 $1.5M
Jefferies Financial Group Inc. 0.03% New 11,081 $1.4M
First National Trust Co 0.06% Reduce -10.2% 11,068 $1.4M
Kestra Private Wealth Services, LLC 0.03% Add +1.0% 10,847 $1.4M
Advisors Capital Management, LLC 0.02% Reduce -0.4% 10,649 $1.4M
E. Ohman J:or Asset Management AB 0.03% No change 10,600 $1.4M
Ossiam 0.03% Add +26.5% 10,593 $1.4M
Entropy Technologies, LP 0.15% New 10,563 $1.4M
Bridges Investment Management Inc. 0.02% New 10,528 $1.4M
Ieq Capital, LLC 0.02% Add +47.5% 10,498 $1.4M
Simplicity Wealth,LLC 0.03% Reduce -8.8% 10,219 $1.3M
IFG Advisors, LLC 0.32% Add +2.9% 10,213 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -13.1% 10,208 $1.3M
Water Island Capital LLC 0.15% Reduce -2.5% 10,182 $1.3M
Vista Investment Management 0.54% Add +1.0% 10,174 $1.3M
Rakuten Investment Management, Inc. 0.01% Add +58.8% 10,675 $1.3M
Engineers Gate Manager LP 0.03% Add +52.1% 10,040 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -27.6% 9,982 $1.3M
Rowlandmiller & Partners.adv 0.28% Reduce -7.3% 9,826 $1.3M
Cwm, LLC 0.01% Add +3.6% 9,751 $1.3M
Cohen Klingenstein LLC 0.05% No change 9,600 $1.3M
River Street Advisors LLC 0.78% Reduce -3.9% 9,549 $1.2M
D.A. Davidson & Co. 0.01% Reduce -6.7% 9,490 $1.2M
Fiduciary Family Office, LLC 0.49% Add +13.7% 9,453 $1.2M
Burns J W & Co. Inc. 0.17% No change 9,421 $1.2M
Principal Securities, Inc. 0.03% Add +2.0% 9,296 $1.2M
NEOS Investment Management LLC 0.05% Add +47.4% 9,295 $1.2M
UMB Bank, n.a. 0.02% Add +0.9% 9,139 $1.2M
Brown Advisory Inc. 0.00% Add +1.0% 9,097 $1.2M
Galvin, Gaustad & Stein, LLC 0.11% Reduce -0.8% 9,084 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% No change 9,039 $1.2M
Tower Research Capital LLC (TRC) 0.02% Add +33.4% 8,918 $1.2M
Norinchukin Bank, The 0.03% Add +6.8% 8,887 $1.2M
Empirical Finance, LLC 0.07% Reduce -9.3% 8,862 $1.2M
Tudor Investment Corporation 0.01% Add +132.8% 8,795 $1.2M
Tiaa Trust, National Association 0.00% Reduce -2.3% 8,782 $1.1M
North Star Asset Management Inc. 0.05% Reduce -32.1% 8,720 $1.1M
OMERS ADMINISTRATION Corp 0.01% New 8,708 $1.1M
First Hawaiian Bank 0.04% Reduce -22.2% 8,705 $1.1M
Avior Wealth Management, LLC 0.05% Reduce -3.4% 8,691 $1.1M
Global Retirement Partners, LLC 0.04% Add +177.9% 8,691 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -22.5% 8,611 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -22.5% 8,611 $1.1M
Bailard, Inc. 0.03% Reduce -2.5% 8,606 $1.1M
SVB Wealth LLC 0.03% Reduce -12.6% 8,563 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +5.2% 8,472 $1.1M
Sumitomo Life Insurance Co. 0.03% Reduce -10.9% 8,408 $1.1M
Covenant Partners, LLC 0.33% No change 8,180 $1.1M
Midwest Professional Planners, LTD. 0.36% Reduce -1.1% 8,157 $1.1M
Atria Investments, Inc 0.01% Reduce -13.3% 8,099 $1.1M
Choreo, LLC 0.02% New 7,975 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -2.0% 8,083 $1.1M
Fidelis Capital Partners, LLC 0.15% Add +36.4% 8,549 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.5% 7,974 $1.0M
Keeley-Teton Advisors, LLC 0.13% Add +0.5% 7,780 $1.0M
Cornercap Investment Counsel Inc. 0.16% Reduce -1.3% 7,662 $1.0M
Twin Capital Management Inc. 0.12% No change 7,520 $984K
Tokio Marine Asset Management Co. Ltd. 0.05% Add +2.8% 7,507 $982K
Gabelli Funds LLC 0.01% No change 7,500 $981K
Benjamin F. Edwards & Company, Inc. 0.02% Add +12.4% 7,397 $968K
Kendall Capital Management 0.32% Reduce -33.4% 7,365 $963K
Integral Investment Advisors, Inc. 0.35% Add +38.6% 7,744 $958K
Invst, LLC 0.11% Add +5.1% 7,191 $956K
Avantax Advisory Services, Inc. 0.01% Add +63.9% 7,294 $954K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -58.0% 7,166 $937K
Mediolanum International Funds Ltd 0.02% New 8,103 $936K
Verdence Capital Advisors LLC 0.08% Reduce -12.5% 7,112 $930K
Advisory Services Network, LLC 0.02% Reduce -10.5% 7,098 $928K
Signaturefd, LLC 0.02% Add +4.2% 7,027 $919K
Meeder Advisory Services, Inc. 0.06% Add +21.6% 6,959 $910K
Simon Quick Advisors, LLC 0.06% Add +5.1% 6,928 $906K
Caprock Group, LLC 0.04% Add +215.8% 6,914 $905K
Lido Advisors, LLC 0.01% Add +2.7% 6,898 $902K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.15% No change 6,878 $900K
Intrust Bank NA 0.09% Add +1.5% 6,741 $882K
Tiemann Investment Advisors, LLC 0.39% No change 6,652 $870K
Nomura Holdings Inc. 0.01% Add +10.5% 6,624 $866K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -13.6% 6,570 $859K
Financial Advocates Investment Management 0.05% Add +0.5% 6,562 $858K
Virtus Advisers, LLC 0.42% Reduce -13.2% 6,548 $857K
Raymond James Trust N.A. 0.02% Reduce -5.0% 6,497 $850K
Diligent Investors, LLC 0.21% Reduce -9.8% 6,396 $837K
Strategy Asset Managers LLC 0.18% New 7,121 $832K
MAI Capital Management 0.01% Reduce -1.1% 6,307 $825K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -87.4% 6,300 $824K
Bleakley Financial Group, LLC 0.02% Add +10.1% 6,255 $818K
Gratus Wealth Advisors, LLC 0.14% Reduce -4.0% 5,759 $816K
JBF Capital, Inc. 0.13% Reduce -11.4% 6,200 $811K
Parallel Advisors, LLC 0.02% Add +1.7% 6,172 $807K
Centiva Capital, LP 0.04% New 6,146 $804K
RFG Advisory, LLC 0.03% Add +1.1% 6,069 $794K
AXA S.A. 0.00% Add +141.5% 6,064 $793K
Herr Investment Group LLC 0.23% No change 6,000 $785K
Acadian Asset Management LLC 0.00% Add +3445.0% 5,991 $783K
GPS Wealth Strategies Group, LLC 0.12% Reduce -1.4% 5,977 $782K
Olympiad Research LP 0.57% Add +44.4% 5,943 $777K
Jacobi Capital Management LLC 0.07% Reduce -0.2% 5,943 $777K
Sequoia Financial Advisors, LLC 0.01% Add +15.8% 5,928 $776K
NorthRock Partners, LLC 0.03% Add +1.6% 5,900 $772K
Global Endowment Management, LP 0.08% New 5,884 $770K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.1% 5,859 $767K
Groupama Asset Managment 0.01% Add +5.7% 5,800 $759K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +1.7% 5,790 $757K
Lebenthal Global Advisors, LLC 0.17% Reduce -3.3% 5,781 $756K
Kintegral Advisory, LLC 0.07% Reduce -13.5% 5,727 $749K
Wesbanco Bank Inc. 0.03% Reduce -2.1% 5,673 $742K
Northcape Wealth Management, LLC 0.27% No change 5,645 $738K
Coldstream Capital Management Inc. 0.02% Add +0.8% 5,639 $738K
Machina Capital S.A.S. 0.33% New 5,599 $732K
Praxis Investment Management Inc. 0.05% No change 5,770 $731K
First Horizon Advisors, Inc. 0.02% Reduce -19.3% 5,569 $729K
Roffman Miller Associates Inc. 0.05% Add +1.8% 5,514 $721K
EP Wealth Advisors, LLC 0.01% Add +3.5% 5,510 $721K
Segment Wealth Management, LLC 0.05% No change 5,500 $719K
Pitcairn Co. 0.04% Reduce -30.6% 5,473 $716K
Greenleaf Trust 0.01% Add +4.6% 5,423 $709K
Peapack Gladstone Financial Corp. 0.01% Reduce -11.0% 5,365 $702K
Alberta Investment Management Corp 0.01% Reduce -46.5% 5,300 $693K
Walleye Trading LLC 0.01% Reduce -84.0% 5,144 $673K
Choate Investment Advisors 0.02% Reduce -34.4% 5,127 $671K
Parallax Volatility Advisers, L.P. 0.02% New 5,115 $669K
American Money Management, LLC 0.14% Reduce -5.0% 5,110 $668K
V-Square Quantitative Management LLC 0.11% Reduce -7.0% 5,107 $668K
Quadrant Capital Group LLC 0.05% Add +4.8% 5,104 $668K
Rehmann Capital Advisory Group 0.05% Add +0.2% 5,093 $666K
Vantage Consulting Group Inc 0.49% Reduce -2.7% 5,089 $666K
Integrated Advisors Network LLC 0.03% Add +16.9% 5,084 $665K
Fort Point Capital Partners LLC 0.09% Reduce -0.2% 5,070 $663K
Corsair Capital Management, L.P. 0.11% Reduce -0.7% 5,007 $655K
ARGA Investment Management, LP 0.02% No change 4,972 $650K
OneDigital Investment Advisors LLC 0.01% Add +126.7% 4,969 $650K
Forum Financial Management, LP 0.01% Add +1.2% 4,955 $648K
Federated Hermes, Inc. 0.00% Reduce -57.0% 4,907 $642K
Teacher Retirement System of Texas 0.00% Reduce -23.3% 4,876 $638K
Capital International Sarl 0.02% New 4,832 $632K
CSS LLC 0.14% No change 4,800 $628K
HM Payson & Co. 0.01% Reduce -2.6% 4,721 $618K
Smith, Moore & Co. 0.06% Reduce -26.3% 4,708 $616K
Abn Amro Investment Solutions 0.01% New 4,701 $615K
Integris Wealth Management, LLC 0.18% No change 4,681 $612K
Monetary Management Group Inc. 0.16% Reduce -6.1% 4,650 $608K
Vestcor Inc 0.02% Reduce -87.8% 4,636 $606K
Agf Management Ltd. 0.00% New 4,589 $600K
Townsquare Capital LLC 0.01% Add +10.0% 4,565 $597K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -43.1% 4,541 $594K
HB Wealth Management, LLC 0.01% Reduce -9.6% 4,503 $589K
Moors & Cabot, Inc. 0.03% Reduce -1.6% 4,489 $587K
Patron Partners, LLC 0.34% Add +4.8% 4,406 $576K
Brighton Jones LLC 0.02% Add +3.9% 4,357 $570K
DoubleLine ETF Adviser LP 0.15% Reduce -3.4% 4,356 $570K
AlphaQuest LLC 0.08% Add +274.2% 4,333 $567K
Hazlett, Burt & Watson, Inc. 0.29% Add +1029.1% 4,302 $563K
Wolverine Asset Management LLC 0.05% No change 4,300 $562K
Allworth Financial LP 0.00% Add +1.5% 3,922 $556K
DAVENPORT & Co LLC 0.00% Reduce -60.1% 4,184 $547K
Personal Cfo Solutions, LLC 0.08% Reduce -6.4% 4,141 $542K
Cibc World Market Inc. 0.00% Reduce -35.5% 4,136 $541K
Tocqueville Asset Management L.P. 0.01% Reduce -3.4% 4,131 $540K
Caldwell Trust Co 0.06% No change 4,127 $540K
Insight Folios Inc 0.22% Reduce -1.4% 4,119 $539K
Verity & Verity, LLC 0.06% Add +153.6% 4,068 $532K
Lake Street Advisors Group, LLC 0.03% Add +1.0% 4,033 $528K
Supplemental Annuity Collective Trust of NJ 0.16% No change 4,000 $523K
Fruth Investment Management 0.14% No change 4,000 $523K
Wedbush Securities Inc. 0.02% Add +1.4% 3,999 $523K
Kolinsky Wealth Management, LLC 0.37% Add +2.8% 3,998 $523K
Vident Advisory, LLC 0.01% Reduce -33.1% 3,993 $522K
River Wealth Advisors LLC 0.07% Reduce -11.7% 3,958 $518K
Independent Financial Group, LLC 0.02% Add +40.7% 3,948 $516K
TD Waterhouse Canada Inc. 0.00% Reduce -3.4% 3,859 $514K
Denali Advisors LLC 0.14% Reduce -23.5% 3,912 $512K
Huntington National Bank 0.01% Reduce -6.4% 3,905 $511K
Citizens Financial Group Inc. 0.01% Add +146.0% 3,889 $509K
Laraway Financial Advisors Inc 0.43% No change 3,880 $508K
Alan B Lancz & Associates, Inc. 0.50% — 3,850 $504K
Equitable Holdings, Inc. 0.01% Add +22.1% 3,850 $504K
City State Bank 0.20% No change 3,782 $495K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.9% 3,781 $495K
Profund Advisors LLC 0.02% Reduce -1.9% 3,776 $494K
Ritholtz Wealth Management 0.02% Reduce -25.8% 3,764 $492K
New Century Financial Group, LLC 0.21% Add +143.6% 3,746 $490K
Cidel Asset Management Inc. 0.04% No change 3,726 $487K
SeaCrest Wealth Management, LLC 0.06% Add +1.8% 3,717 $486K
Apollon Wealth Management, LLC 0.01% Add +1.2% 3,666 $480K
GAMMA Investing LLC 0.07% Add +138.2% 3,659 $479K
3Chopt Investment Partners, LLC 0.15% New 3,641 $476K
Caitlin John, LLC 0.35% Reduce -4.9% 3,636 $476K
Wilmington Savings Fund Society, FSB 0.02% No change 3,616 $473K
Banque Cantonale Vaudoise 0.02% Reduce -5.5% 3,545 $464K
Cyndeo Wealth Partners, LLC 0.04% Add +67.2% 3,509 $459K
Nicolet Advisory Services, LLC 0.04% Reduce -9.7% 3,513 $454K
Concurrent Investment Advisors, LLC 0.01% New 3,461 $453K
Symmetry Partners, LLC 0.02% Reduce -26.6% 3,459 $452K
Jackson Hole Capital Partners, LLC 0.10% No change 3,452 $452K
Brevan Howard Capital Management LP 0.03% Reduce -1.0% 3,446 $451K
Diversify Advisory Services, LLC 0.02% New 3,466 $451K
Wealthspire Advisors, LLC 0.01% Add +16.6% 3,443 $450K
MCF Advisors LLC 0.03% Reduce -7.7% 3,426 $448K
Horizon Investments, LLC 0.01% Add +1.4% 3,420 $447K
Pennsylvania Capital Management Inc. 0.17% No change 3,416 $447K
Birch Capital Management, LLC 0.23% Reduce -51.6% 3,392 $444K
Syon Capital LLC 0.04% Add +2.0% 3,380 $442K
Qtron Investments LLC 0.06% Reduce -17.2% 3,349 $438K
Essex Financial Services, Inc. 0.03% Add +3.5% 3,473 $435K
Prairie Sky Financial Group LLC 0.27% No change 3,320 $434K
Ballentine Partners, LLC 0.01% Add +14.7% 3,313 $433K
Diversified Trust Co. 0.01% Add +16.1% 3,283 $429K
HCR Wealth Advisors 0.06% Add +1.0% 3,259 $426K
Park National Corp. 0.02% No change 3,198 $418K
Rathbones Group PLC 0.00% Reduce -99.0% 3,193 $418K
Frank, Rimerman Advisors LLC 0.03% New 3,170 $415K
SpiderRock Advisors, LLC 0.01% Add +16.2% 3,162 $414K
Trust Asset Management LLC 0.03% No change 3,128 $409K
Inlet Private Wealth, LLC 0.11% Add +0.3% 3,110 $407K
Councilmark Asset Management, LLC 0.28% No change 3,070 $402K
CENTRAL TRUST Co 0.01% Reduce -17.1% 3,060 $400K
Moloney Securities Asset Management, LLC 0.06% Reduce -1.5% 3,056 $400K
Fulton Bank, N.A. 0.02% Reduce -44.6% 3,052 $399K
Stephens Inc. 0.01% Reduce -41.8% 3,046 $398K
Nexus Investment Management ULC 0.04% No change 3,043 $398K
Aigen Investment Management, LP 0.08% New 3,039 $398K
Chicago Wealth Management, Inc. 0.23% Reduce -3.2% 3,023 $395K
TrinityPoint Wealth, LLC 0.06% Add +5.6% 3,008 $393K
Brooklyn Investment Group 0.17% No change 2,998 $388K
Arbor Investment Advisors, LLC 0.06% No change 2,953 $386K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 2,952 $386K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 2,937 $384K
Spire Wealth Management 0.01% Reduce -1.6% 2,931 $383K
Fifth Third Wealth Advisors LLC 0.03% New 2,908 $380K
Allen Mooney & Barnes Investment Advisors LLC 0.07% No change 2,900 $379K
Summit Financial, LLC 0.02% Add +27.2% 2,884 $377K
Icon Wealth Advisors, LLC 0.03% Add +48.6% 2,618 $377K
Zacks Investment Management 0.00% New 2,877 $376K
Old National Bancorp 0.01% Reduce -50.9% 2,872 $376K
Aspire Private Capital, LLC 0.10% Add +21.7% 2,856 $374K
Madison Asset Management, LLC 0.00% No change 2,844 $372K
Financial Engines Advisors L.L.C. 0.00% Add +1.7% 2,839 $371K
Rothschild Investment LLC 0.03% Add +0.0% 2,822 $369K
Hunter Associates Investment Management LLC 0.06% No change 2,800 $367K
Axxcess Wealth Management, LLC 0.01% Reduce -64.7% 2,752 $360K
KG Capital Management 0.12% Add +23.7% 2,737 $358K
Siemens Fonds Invest GmbH 0.03% No change 2,735 $358K
Capital Asset Advisory Services LLC 0.02% Reduce -12.2% 2,752 $358K
Wedmont Private Capital 0.02% Add +27.9% 2,708 $356K
Renaissance Group LLC 0.01% No change 2,702 $353K
Roberts Glore & Co. Inc. 0.10% No change 2,657 $348K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +35.3% 2,651 $347K
Cigna Investments Inc. 0.06% No change 2,644 $346K
Kozak & Associates, Inc. 0.09% Reduce -52.1% 2,618 $346K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.1% 2,637 $345K
Valeo Financial Advisors, LLC 0.01% Add +5.0% 2,635 $345K
First Bank & Trust 0.07% Reduce -1.5% 2,627 $344K
Astoria Portfolio Advisors LLC. 0.12% Add +19.1% 2,626 $343K
Two Sigma Securities, LLC 0.02% New 2,621 $343K
J.W. Cole Advisors, Inc. 0.02% New 2,614 $342K
Checchi Capital Advisers, LLC 0.03% Add +2.7% 2,599 $340K
Mission Wealth Management, LP 0.01% Add +9.1% 2,579 $337K
Silvercrest Asset Management Group LLC 0.00% Reduce -17.6% 2,568 $336K
Systematic Alpha Investments, LLC 0.01% No change 2,547 $333K
Beck Mack & Oliver LLC 0.01% No change 2,540 $332K
Greenfield Savings Bank 0.17% Add +0.1% 2,535 $332K
LGT Group Foundation 0.01% No change 2,522 $330K
Modera Wealth Management, LLC 0.00% Add +0.1% 2,522 $330K
Wedgewood Investors Inc. 0.39% — 2,520 $330K
Peachtree Investment Partners, LLC 0.13% No change 2,520 $330K
Legacy Capital Wealth Partners, LLC 0.08% New 2,508 $328K
Schrum Private Wealth Management LLC 0.30% No change 2,507 $328K
Harvest Management LLC 0.27% New 2,500 $327K
Regions Financial Corp. 0.00% Reduce -45.9% 2,475 $324K
iA Global Asset Management Inc. 0.01% Add +7.0% 2,473 $323K
Central Bank & Trust Co. 0.04% Reduce -12.7% 2,450 $320K
TriaGen Wealth Management LLC 0.12% No change 2,443 $320K
Roberts Capital Advisors, LLC 0.31% No change 2,426 $318K
Mather Group, Llc. 0.00% Reduce -3.0% 2,422 $318K
Institute for Wealth Management, LLC. 0.04% No change 2,424 $317K
First Interstate Bank 0.02% No change 2,412 $316K
Bell Bank 0.03% No change 2,411 $315K
Grandfield & Dodd, LLC 0.02% No change 2,373 $310K
Conning Inc. 0.01% Add +4.1% 2,371 $310K
Schechter Investment Advisors, LLC 0.02% Reduce -55.8% 2,366 $309K
GeoWealth Management, LLC 0.01% Add +5.5% 2,366 $309K
Romano Brothers and Company 0.04% No change 2,346 $307K
Daiichi Life Insurance Co., Ltd. 0.01% No change 2,333 $305K
Haverford Trust Co 0.00% Add +2.1% 2,324 $304K
IHT Wealth Management, LLC 0.01% Reduce -1.3% 2,320 $304K
Pettee Investors, Inc. 0.15% Reduce -34.1% 2,320 $303K
Welch & Forbes LLC 0.00% No change 2,311 $301K
Berkshire Asset Management LLC 0.01% New 2,295 $300K
CreativeOne Wealth, LLC 0.02% Reduce -2.0% 2,290 $300K
Western Wealth Management, LLC 0.02% No change 2,287 $299K
Bison Wealth, LLC 0.05% No change 2,277 $298K
Sigma Planning Corp 0.01% Add +2.3% 2,272 $297K
Independent Solutions Wealth Management, LLC 0.07% Reduce -15.2% 2,266 $296K
Graypoint LLC 0.02% Add +7.5% 2,247 $294K
Waldron Private Wealth LLC 0.01% Reduce -1.0% 2,242 $293K
OmniStar Financial Group, Inc. 0.27% Reduce -2.3% 2,240 $293K
Premier Path Wealth Partners, LLC 0.05% No change 2,230 $292K
Roman Butler Fullerton & Co. 0.09% Add +2.7% 2,221 $287K
Ellevest, Inc. 0.02% Reduce -5.0% 2,186 $286K
Hilltop Holdings Inc. 0.03% Reduce -0.5% 2,185 $286K
Cullen/Frost Bankers, Inc. 0.00% Add +62.0% 2,182 $285K
EverSource Wealth Advisors, LLC 0.02% Add +73.7% 1,958 $282K
Optas, LLC 0.07% Add +4.3% 2,147 $281K
Sendero Wealth Management, LLC 0.05% New 2,139 $280K
Ranch Capital Advisors Inc. 0.15% No change 2,136 $279K
Northeast Financial Consultants Inc 0.01% No change 2,130 $279K
AdvisorNet Financial, Inc 0.03% Reduce -3.6% 2,126 $278K
Cannell & Spears LLC 0.01% New 2,103 $275K
Confluence Wealth Services, Inc. 0.02% No change 2,098 $274K
Harbour Investments, Inc. 0.01% Reduce -6.8% 2,096 $274K
Pinebridge Investments, L.P. 0.00% Reduce -73.9% 2,095 $274K
Barlow Wealth Partners, LLC 0.04% No change 1,940 $272K
Dynamic Advisor Solutions LLC 0.01% Reduce -5.9% 2,072 $271K
CoreFirst Bank & Trust 0.18% No change 2,071 $271K
Clarius Group, LLC 0.02% Reduce -8.7% 2,070 $271K
Atom Investors LP 0.03% Reduce -0.6% 2,059 $269K
CX Institutional 0.01% Reduce -1.7% 2,057 $269K
Acima Private Wealth, LLC 0.10% No change 2,056 $269K
Walker Asset Management, LLC 0.18% Add +0.3% 2,055 $269K
Whittier Trust Co. 0.00% No change 2,050 $268K
Cozad Asset Management Inc. 0.03% No change 2,036 $266K
Thoroughbred Financial Services, LLC 0.02% New 2,037 $266K
Gryphon Financial Partners LLC 0.04% Add +13.6% 2,029 $265K
REDW Wealth LLC 0.07% No change 2,023 $265K
First Western Trust Bank 0.01% No change 2,023 $265K
Bragg Financial Advisors, Inc 0.01% No change 2,023 $265K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,016 $264K
Compound Planning, Inc. 0.02% Reduce -0.5% 2,013 $263K
Everhart Financial Group, Inc. 0.07% Add +31.3% 2,013 $263K
GAM Holding AG 0.02% Reduce -0.1% 2,006 $262K
Trust Co. of Vermont 0.01% No change 2,000 $262K
Csenge Advisory Group 0.01% Reduce -5.9% 1,997 $261K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -0.1% 1,989 $260K
CTC Alternative Strategies, Ltd. 0.11% Add +1.3% 1,984 $260K
Composition Wealth, LLC 0.01% Reduce -1.7% 1,978 $259K
Aviso Wealth Management 0.15% No change 1,975 $258K
SouthState Bank Corp 0.02% Reduce -2.5% 1,968 $257K
Vise Technologies, Inc. 0.05% New 1,963 $257K
Relyea Zuckerberg Hanson LLC 0.04% Add +1.6% 1,959 $256K
Buckingham Strategic Wealth, LLC 0.00% Reduce -6.0% 1,956 $256K
Park Place Capital Corp 0.08% Reduce -49.6% 1,936 $253K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -38.9% 1,930 $252K
Legacy Advisors, LLC 0.03% Reduce -5.9% 1,912 $250K
Lanark Financial, Inc. 0.02% Add +14.3% 1,914 $250K
WASHINGTON TRUST Co 0.01% No change 1,908 $250K
Founders Financial Alliance, LLC 0.07% No change 1,905 $249K
Peak Planning Group, LLC 0.12% Add +1.7% 1,901 $249K
Mgo One Seven LLC 0.01% Add +3.1% 1,898 $248K
Almanack Investment Partners, LLC. 0.04% No change 1,883 $246K
Aptus Capital Advisors, LLC 0.00% Reduce -4.5% 1,879 $246K
Court Place Advisors, LLC 0.08% No change 1,878 $246K
Parkside Financial Bank & Trust 0.04% Reduce -2.7% 1,842 $241K
Montag A & Associates Inc. 0.01% No change 1,833 $240K
Lee Danner & Bass Inc. 0.02% — 1,825 $239K
Peoples Bank 0.12% No change 1,815 $237K
Atlas Capital Advisors Inc. 0.03% Add +25.4% 1,815 $237K
Benjamin Edwards Inc. 0.05% Add +6.2% 1,813 $237K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.1% 1,809 $237K
Perigon Wealth Management, LLC 0.01% Add +11.2% 1,808 $237K
Mayflower Financial Advisors, LLC 0.04% Add +1.5% 1,794 $235K
IFP Advisors, Inc 0.01% Reduce -7.6% 1,788 $234K
Gladstone Institutional Advisory LLC 0.01% New 1,788 $234K
McLean Asset Management Corp 0.08% Add +1.1% 1,799 $232K
Bedel Financial Consulting, Inc. 0.03% Add +0.2% 1,771 $232K
Arkadios Wealth Advisors 0.02% New 1,769 $231K
Foundations Investment Advisors, LLC 0.01% Reduce -4.4% 1,760 $230K
Prime Capital Investment Advisors, LLC 0.00% Reduce -9.7% 1,753 $229K
Prepared Retirement Institute LLC 0.15% No change 1,752 $229K
PEAK6 Investments LLC 0.01% New 1,742 $228K
Hills Bank & Trust Co 0.02% No change 1,740 $228K
Kovack Advisors, Inc. 0.03% No change 1,736 $227K
CFM Wealth Partners LLC 0.04% No change 1,736 $227K
Moneta Group Investment Advisors LLC 0.00% Add +0.5% 1,732 $227K
Gries Financial LLC 0.05% Add +3.4% 1,717 $225K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,698 $222K
Vicus Capital 0.02% Reduce -0.9% 1,691 $221K
Valmark Advisers, Inc. 0.00% Add +5.9% 1,690 $221K
Twin Peaks Wealth Advisors, LLC 0.11% New 1,689 $221K
Burt Wealth Advisors 0.06% No change 1,673 $219K
Ameritas Advisory Services, LLC 0.01% Reduce -0.4% 1,644 $215K
Berger Financial Group, Inc 0.02% Reduce -0.1% 1,644 $215K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,643 $215K
PFG Investments, LLC 0.02% Reduce -4.8% 1,636 $214K
Aaron Wealth Advisors LLC 0.03% Add +4.2% 1,635 $214K
Farther Finance Advisors, LLC 0.01% Add +53.5% 1,601 $213K
SageView Advisory Group, LLC 0.01% New 1,623 $212K
Snowden Capital Advisors LLC 0.01% Reduce -14.3% 1,614 $211K
PDS Planning, Inc 0.02% Add +0.5% 1,610 $211K
Equity Investment Corp. 0.01% Add +2.6% 1,604 $210K
J. W. Coons Advisors, LLC 0.04% No change 1,598 $209K
Capital Investment Advisors, LLC 0.00% Add +2.0% 1,592 $208K
Copeland Capital Management, LLC 0.00% Reduce -82.8% 1,577 $206K
Easterly Investment Partners LLC 0.02% No change 1,575 $206K
Americana Partners, LLC 0.02% New 1,567 $205K
Belpointe Asset Management LLC 0.01% Reduce -15.2% 1,556 $204K
Kingsview Wealth Management, LLC 0.00% Reduce -5.5% 1,545 $202K
Sandy Spring Bank 0.01% No change 1,538 $201K
Kenora Financial, LLC 0.08% No change 1,531 $200K
Tompkins Financial Corp. 0.02% No change 1,500 $196K
Harvest Fund Management Co., Ltd 0.01% Add +18662.5% 1,501 $196K
Jones Financial Companies LLLP 0.00% Add +4713.8% 1,396 $183K
Ostrum Asset Management 0.02% Reduce -7.2% 1,396 $183K
LRI Investments, LLC 0.02% Add +1477.3% 1,388 $182K
Leonteq Securities AG 0.02% Add +94.5% 1,313 $172K
Balefire, LLC 0.06% Reduce -59.9% 1,311 $171K
GHP Investment Advisors, Inc. 0.01% No change 1,276 $167K
Brown Brothers Harriman & Co. 0.00% No change 1,252 $164K
HHM Wealth Advisors, LLC 0.02% New 1,250 $164K
Westpac Banking Corp. 0.01% Reduce -17.5% 1,238 $162K
Gilliland Jeter Wealth Management LLC 0.05% No change 1,164 $152K
Concourse Financial Group Securities, Inc. 0.01% Reduce -3.6% 1,164 $152K
MassMutual Private Wealth & Trust, FSB 0.00% Add +35.1% 1,154 $151K
Oakworth Capital, Inc. 0.01% No change 1,150 $150K
Trifecta Capital Advisors, LLC 0.03% No change 1,142 $149K
Lazard Asset Management LLC 0.00% New 1,128 $147K
Quent Capital, LLC 0.02% Add +0.4% 1,120 $147K
Geneos Wealth Management Inc. 0.01% Add +23.5% 1,119 $146K
Sentry Investment Management LLC 0.06% Reduce -17.0% 1,087 $142K
Capital Advisors, Ltd. LLC 0.02% Add +0.7% 1,045 $137K
American National Bank & Trust 0.02% No change 1,038 $136K
FinTrust Capital Advisors, LLC 0.02% Reduce -1.6% 1,028 $134K
Lindbrook Capital, LLC 0.01% Add +3.7% 1,002 $131K
Independence Bank of Kentucky 0.03% No change 950 $124K
MV Capital Management, Inc. 0.01% Reduce -15.0% 897 $117K
Smartleaf Asset Management LLC 0.02% Add +152.6% 917 $114K
Key Financial Inc 0.03% Add +268.4% 862 $113K
Alta Advisers Ltd 0.05% No change 800 $105K
McIlrath & Eck, LLC 0.02% No change 794 $104K
Private Trust Co. NA 0.01% Reduce -0.3% 790 $103K
Paradigm Asset Management Co. LLC 0.03% Reduce -89.4% 789 $103K
Cromwell Holdings LLC 0.06% — 771 $101K
Raleigh Capital Management Inc. 0.04% Add +116.4% 753 $98K
Atwood & Palmer Inc. 0.01% Reduce -1.8% 750 $98K
Vermillion & White Wealth Management Group, LLC 0.07% No change 738 $97K
Deseret Mutual Benefit Administrators 0.04% No change 731 $96K
Piscataqua Savings Bank 0.08% Reduce -12.3% 710 $93K
Global Financial Private Client, LLC 0.04% No change 700 $92K
St Germain D J Co. Inc. 0.00% Reduce -15.6% 627 $82K
M&R Capital Management Inc. 0.02% No change 622 $81K
CVA Family Office, LLC 0.01% Add +2.0% 622 $81K
Assetmark, Inc. 0.00% Reduce -94.1% 611 $80K
Rise Advisors, LLC 0.04% Add +0.5% 610 $80K
Tortoise Investment Management, LLC 0.01% Add +0.2% 608 $80K
North Star Investment Management Corp. 0.01% No change 599 $78K
Vestor Capital, LLC 0.01% Reduce -14.3% 600 $78K
Versant Capital Management, Inc 0.02% Add +26.7% 593 $78K
Kelly Financial Services LLC 0.03% Add +42.8% 591 $77K
TrinityBridge Ltd 0.00% No change 592 $77K
Johnson Financial Group, Inc. 0.00% Reduce -17.8% 585 $77K
Archer Investment Corp 0.02% No change 579 $76K
Blue Trust, Inc. 0.00% Add +111.8% 572 $75K
First PREMIER Bank 0.02% No change 528 $69K
Armstrong Advisory Group, Inc. 0.01% Add +43.9% 511 $67K
Trust Co 0.01% Reduce -9.4% 509 $67K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -7.2% 500 $65K
Heritage Wealth Advisors 0.00% No change 493 $64K
Macroview Investment Management LLC 0.07% No change 468 $61K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 468 $61K
Smithfield Trust Co 0.00% No change 460 $60K
Centennial Bank 0.03% No change 455 $60K
Covestor Ltd 0.04% Reduce -55.1% 451 $59K
Adirondack Trust Co. 0.02% No change 440 $58K
JFS Wealth Advisors, LLC 0.00% Reduce -20.8% 437 $57K
Webster Bank, N. A. 0.01% No change 403 $53K
CNB Bank 0.03% No change 400 $52K
Asset Dedication, LLC 0.00% No change 394 $52K
Arax Advisory Partners 0.01% Add +279.6% 391 $51K
J.Safra Asset Management Corp 0.01% Add +24.4% 387 $51K
Semmax Financial Advisors Inc. 0.01% No change 392 $50K
Anchor Investment Management, LLC 0.01% No change 371 $49K
Financial Network Wealth Advisors LLC 0.04% New 368 $48K
Stephens Consulting, LLC 0.01% No change 350 $46K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 349 $46K
Carolinas Wealth Consulting LLC 0.01% Add +0.9% 340 $44K
Sunbelt Securities, Inc. 0.00% Add +0.6% 323 $42K
Harbor Investment Advisory, LLC 0.00% No change 318 $42K
West Paces Advisors Inc. 0.01% Reduce -1.6% 311 $41K
Brown, Lisle/Cummings, Inc. 0.01% No change 290 $38K
Valley National Advisers Inc. 0.01% Add +0.3% 283 $37K
Perkins Coie Trust Co 0.01% No change 280 $37K
MeadowBrook Investment Advisors LLC 0.03% No change 272 $36K
Evermay Wealth Management LLC 0.01% No change 268 $35K
Bruce G. Allen Investments, LLC 0.03% No change 268 $35K
First Trust Capital Management L.P. 0.00% Reduce -97.8% 259 $34K
Riverview Trust Co 0.03% No change 257 $34K
Larson Financial Group LLC 0.00% Add +348.2% 251 $33K
United Community Bank 0.01% Reduce -50.0% 250 $33K
Venturi Wealth Management, LLC 0.00% Add +103.3% 248 $32K
Partnership Wealth Management, LLC 0.02% No change 234 $31K
SOA Wealth Advisors, LLC. 0.01% Reduce -1.3% 231 $30K
Clearstead Advisors, LLC 0.00% No change 231 $30K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -46.9% 228 $30K
Whittier Trust Co. of Nevada Inc. 0.00% Add +72.5% 226 $30K
Y.D. More Investments Ltd 0.00% Add +147.8% 223 $29K
Dynamic Wealth Strategies, LLC 0.02% No change 221 $29K
Cassady Schiller Wealth Management, LLC 0.01% No change 218 $29K
Pinnacle Bancorp, Inc. 0.01% No change 213 $28K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $27K
Global X Japan Co., Ltd. 0.00% Reduce -26.1% 209 $27K
Tanglewood Legacy Advisors, LLC 0.01% No change 200 $26K
PSI Advisors, LLC 0.01% Reduce -50.0% 200 $26K
City Holding Co. 0.00% No change 200 $26K
Opal Wealth Advisors, LLC 0.01% New 197 $26K
Sachetta, LLC 0.01% Add +25.5% 177 $26K
Tsfg, LLC 0.01% No change 194 $25K
Farmers & Merchants Investments Inc. 0.00% No change 189 $25K
Hoese & Co LLP 0.02% No change 201 $25K
Oliver Lagore Vanvalin Investment Group 0.01% No change 188 $25K
Grove Bank & Trust 0.00% Reduce -7.5% 184 $24K
Zions Bancorporation, N.A. 0.00% Reduce -42.3% 184 $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 $22K
Sound Income Strategies, LLC 0.00% Add +0.6% 172 $22K
Addison Advisors LLC 0.01% No change 166 $22K
Creekmur Asset Management LLC 0.01% Add +3.3% 155 $20K
Valued Wealth Advisors LLC 0.01% Add +29.7% 153 $20K
Hantz Financial Services, Inc. 0.00% No change 151 $20K
ORG Partners LLC 0.00% New 150 $20K
Cape Investment Advisory, Inc. 0.01% No change 152 $20K
WFA of San Diego, LLC 0.02% — 150 $20K
Legacy Bridge, LLC 0.01% No change 150 $20K
First United Bank & Trust 0.01% No change 150 $20K
Spectrum Wealth Counsel, LLC 0.00% No change 150 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +16.0% 145 $19K
First Command Advisory Services, Inc. 0.00% No change 145 $19K
Mfa Wealth Advisors, LLC 0.00% New 135 $18K
Roble, Belko & Company, Inc 0.00% No change 129 $17K
Solstein Capital, LLC 0.01% No change 128 $17K
Compass Wealth Management LLC 0.00% No change 125 $16K
Bogart Wealth, LLC 0.00% Add +6.9% 124 $16K
Peoples Bank 0.01% No change 123 $16K
First Financial Corp. 0.01% No change 122 $16K
Family Firm, Inc. 0.00% New 121 $16K
Coston, McIsaac & Partners 0.00% No change 116 $15K
CBIZ Investment Advisory Services, LLC 0.00% No change 114 $15K
Peoples Financial Services Corp. 0.01% No change 109 $14K
Riggs Asset Managment Co. Inc. 0.00% Reduce -2.7% 108 $14K
Gradient Investments LLC 0.00% No change 108 $14K
Towne Trust Company, N.A 0.01% No change 107 $14K
Concord Wealth Partners 0.00% Add +40.8% 107 $14K
Ashton Thomas Private Wealth, LLC 0.00% New 105 $14K
Olistico Wealth, LLC 0.01% New 100 $13K
GS Investments, Inc. 0.01% No change 100 $13K
Washington Trust Advisors, Inc. 0.00% No change 100 $13K
GW&K Investment Management, LLC 0.00% Add +20.5% 100 $13K
Private Wealth Management Group, LLC 0.01% No change 98 $13K
Gen-Wealth Partners Inc 0.01% No change 95 $12K
Cypress Capital, LLC 0.00% New 93 $12K
Avion Wealth 0.00% Add +395.0% 99 $12K
Hexagon Capital Partners LLC 0.00% Reduce -4.3% 90 $12K
Fortitude Family Office, LLC 0.01% No change 87 $11K
Ogorek Anthony Joseph /NY/ 0.00% No change 90 $11K
Manchester Capital Management LLC 0.00% Add +35.0% 81 $11K
WR Wealth Planners, LLC 0.00% Add +105.1% 80 $10K
Meeder Asset Management Inc. 0.00% Add +146.7% 74 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 73 $10K
Elequin Capital, LP 0.01% New 71 $9K
JDM Financial Group LLC 0.01% No change 71 $9K
SJS Investment Consulting Inc. 0.00% No change 70 $9K
Hilltop National Bank 0.00% No change 70 $9K
Bell Investment Advisors, Inc 0.00% Add +89.2% 70 $9K
Castleview Partners, LLC 0.01% No change 69 $9K
Operose Advisors LLC 0.00% No change 67 $9K
ESL Trust Services, LLC 0.00% New 67 $9K
Voisard Asset Management Group, Inc. 0.00% No change 66 $9K
Princeton Global Asset Management LLC 0.00% New 65 $9K
American Capital Advisory, LLC 0.01% No change 75 $8K
Bangor Savings Bank 0.00% No change 57 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 56 $7K
Raffa Wealth Management, LLC 0.00% No change 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% No change 49 $6K
Legend Financial Advisors, Inc. 0.00% New 46 $6K
Horizon Bancorp Inc. 0.00% No change 49 $6K
Financial Management Professionals, Inc. 0.00% No change 48 $6K
Itau Unibanco Holding S.A. 0.00% New 45 $6K
Rosenberg Matthew Hamilton 0.00% No change 44 $6K
RFP Financial Group LLC 0.00% Reduce -12.2% 43 $6K
Frazier Financial Advisors, LLC 0.00% Add +166.7% 40 $5K
Pittenger & Anderson Inc. 0.00% New 40 $5K
IAG Wealth Partners, LLC 0.00% No change 40 $5K
Abound Wealth Management 0.00% No change 38 $5K
Fortis Group Advisors, LLC 0.00% No change 38 $5K
Brown Shipley& Co Ltd 0.00% Reduce -96.1% 37 $5K
Colonial Trust Co / SC 0.00% No change 38 $5K
Kiely Wealth Advisory Group, Inc. 0.00% No change 33 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.7% 31 $4K
Creative Financial Designs Inc. 0.00% No change 31 $4K
TFC Financial Management, Inc. 0.00% Add +66.7% 30 $4K
Tyler-Stone Wealth Management 0.00% No change 30 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -96.9% 28 $4K
Red Tortoise LLC 0.00% No change 26 $3K
Crewe Advisors LLC 0.00% No change 25 $3K
Triad Wealth Partners, LLC 0.00% New 25 $3K
Beacon Capital Management, LLC 0.00% Reduce -86.5% 25 $3K
Hollencrest Capital Management 0.00% No change 25 $3K
Provenance Wealth Advisors, LLC 0.00% No change 24 $3K
Dunhill Financial, LLC 0.00% Add +4.5% 23 $3K
Eagle Bay Advisors LLC 0.00% No change 21 $3K
Cornerstone Planning Group LLC 0.00% Reduce -42.1% 22 $3K
Unique Wealth Strategies, LLC 0.00% New 20 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +17.6% 20 $3K
Center for Financial Planning, Inc. 0.00% No change 18 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
Ruedi Wealth Management, Inc. 0.00% New 13 $2K
Nvwm, LLC 0.00% Add +20.0% 12 $2K
Coppell Advisory Solutions LLC 0.00% — 12 $2K
Wetzel Investment Advisors, Inc. 0.00% Reduce -84.6% 10 $1K
Cranbrook Wealth Management, LLC 0.00% No change 9 $1K
Evolution Advisers, Inc. 0.00% New 10 $1K
Strengthening Families & Communities, LLC 0.00% New 6 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Capital Analysts, LLC 0.00% No change 7 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 7 $916
Janiczek Wealth Management, LLC 0.00% No change 6 $785
Wolff Wiese Magana LLC 0.00% No change 5 $655
Redwood Wealth Management Group, LLC 0.00% New 5 $654
Global Wealth Strategies & Associates 0.00% No change 2 $262
WestEnd Advisors, LLC 0.00% No change 1 $131
Summit Securities Group LLC 0.00% New 2 $0

"% of holder's portfolio" is DFS's weight in each manager's 13F, not the share of Discover Financial Services the manager owns.