Discover Financial ServicesDFS
13F holders, Q1 2025 (March 31)1,177holders +4
113new positions
106sold out
14famous investors
$170.61avg. 13F price*
At the end of Q1 2025, 1,177 institutions reported holding Discover Financial Services (DFS) in their 13F filings, up 4 from Q4 2024. 113 opened new positions and 106 sold out. The largest holders were Vanguard Group Inc. ($5.3B), Capital World Investors ($3.5B) and BlackRock, Inc. ($3.5B). 14 famous investors held it, including Glenn Greenberg (6.3% of Brave Warrior Advisors's portfolio), Dan Loeb (2.0% of Third Point's portfolio) and Lee Ainslie (1.2% of Maverick Capital's portfolio).
- Company
- Discover Financial Services
- CUSIP
- 254709108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $592.9M |
| Exits | 106 | $646.7M |
All 13F filers, Q4 2024 → Q1 2025: 19,793,546 shares bought and 18,757,378 shares sold, net +1,036,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,177 holders
| Vanguard Group Inc. | 0.10% | Add +0.3% | 31,151,624 | $5.3B |
| Capital World Investors | 0.57% | Add +6.1% | 20,688,885 | $3.5B |
| BlackRock, Inc. | 0.07% | Reduce -5.4% | 20,590,789 | $3.5B |
| State Street Corp. | 0.08% | Add +1.3% | 10,930,219 | $1.9B |
| FMR LLC | 0.07% | Reduce -14.8% | 6,436,664 | $1.1B |
| Geode Capital Management, LLC | 0.09% | Add +2.5% | 6,395,805 | $1.1B |
| Norges Bank | 0.12% | Add +18.6% | 4,961,102 | $846.9M |
| Farallon Capital Management, L.L.C. | 4.40% | Add +12.2% | 4,780,000 | $815.9M |
| Morgan Stanley | 0.06% | Add +5.6% | 4,602,174 | $785.6M |
| Boston Partners | 0.75% | Reduce -24.7% | 3,621,894 | $618.5M |
| Dimensional Fund Advisors LP | 0.13% | Reduce -0.4% | 3,143,456 | $536.3M |
| Northern Trust Corp. | 0.07% | Add +8.0% | 2,933,464 | $500.7M |
| Invesco Ltd. | 0.09% | Reduce -4.6% | 2,838,183 | $484.5M |
| UBS Group AG | 0.09% | Add +13.7% | 2,416,137 | $412.4M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 9.91% | Add +104.8% | 2,389,191 | $407.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -1.6% | 2,165,415 | $369.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +0.7% | 2,085,202 | $355.9M |
| Sessa Capital IM, L.P. | 12.53% | No change | 1,776,132 | $303.2M |
| Balyasny Asset Management L.P. | 0.76% | Reduce -9.3% | 1,758,878 | $300.2M |
| Legal & General Group Plc | 0.08% | Add +7.2% | 1,736,525 | $296.4M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -2.7% | 1,732,628 | $295.8M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -1.1% | 1,720,034 | $293.6M |
| Rokos Capital Management LLP | 8.22% | Add +204.9% | 1,712,342 | $292.5M |
| Millennium Management | 0.28% | Reduce -2.5% | 1,651,554 | $281.9M |
| Eagle Capital Management LLC | 1.02% | Add +5.7% | 1,635,707 | $279.2M |
| Brave Warrior Advisors | 6.29% | Reduce -36.3% | 1,608,880 | $274.6M |
| Nuveen, LLC | 0.08% | — | 1,606,904 | $274.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -2.2% | 1,602,430 | $273.5M |
| Capital International Investors | 0.05% | Reduce -12.5% | 1,561,822 | $266.2M |
| Voya Investment Management LLC | 0.32% | Add +31.6% | 1,411,612 | $241.0M |
| Arrowstreet Capital, Limited Partnership | 0.19% | Reduce -25.6% | 1,391,989 | $237.6M |
| Bank of America Corp. | 0.02% | Reduce -27.4% | 1,371,798 | $234.2M |
| Canada Pension Plan Investment Board | 0.20% | Add +393.0% | 1,228,408 | $209.7M |
| Amundi | 0.08% | Add +76.2% | 1,288,705 | $207.8M |
| LSV Asset Management | 0.49% | Reduce -18.9% | 1,203,093 | $205.4M |
| Deutsche Bank AG | 0.08% | Add +20.1% | 1,108,372 | $189.2M |
| Davidson Kempner Capital Management LP | 3.58% | New | 1,084,171 | $185.1M |
| HSBC Holdings PLC | 0.12% | Reduce -12.0% | 1,027,595 | $175.0M |
| Alpine Associates Management Inc. | 8.84% | Add +14.3% | 987,635 | $168.6M |
| Laurion Capital Management LP | 13.04% | No change | 961,697 | $164.2M |
| Adage Capital Partners Gp, L.L.C. | 0.30% | Add +93.3% | 955,670 | $163.1M |
| Wellington Management Group LLP | 0.03% | Add +27.9% | 917,043 | $156.5M |
| KBC Group NV | 0.47% | Reduce -3.1% | 895,663 | $152.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -26.9% | 851,563 | $145.4M |
| Barclays PLC | 0.06% | Add +20.6% | 801,155 | $136.8M |
| California Public Employees Retirement System | 0.09% | Add +10.3% | 768,927 | $131.3M |
| Bank of Nova Scotia | 0.29% | Add +34.0% | 752,113 | $128.4M |
| Third Point | 2.01% | Add +15.6% | 740,000 | $126.3M |
| Alliancebernstein L.P. | 0.04% | Add +8.4% | 722,494 | $123.3M |
| T. Rowe Price Associates Inc. | 0.02% | Add +36.6% | 717,833 | $122.5M |
| Swiss National Bank | 0.09% | Reduce -0.1% | 708,690 | $121.0M |
| AustralianSuper Pty Ltd | 0.64% | Reduce -25.2% | 662,010 | $113.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -15.0% | 649,450 | $110.9M |
| Westchester Capital Management, LLC | 6.45% | Add +336.3% | 640,000 | $109.2M |
| Marshall Wace, LLP | 0.14% | Add +115.1% | 622,295 | $106.2M |
| BNP Paribas Financial Markets | 0.08% | Reduce -0.2% | 621,634 | $106.1M |
| HBK Investments L P | 2.03% | New | 596,072 | $101.7M |
| Canoe Financial LP | 1.63% | Add +12.5% | 594,385 | $101.5M |
| Ensign Peak Advisors, Inc | 0.19% | Add +2.2% | 585,960 | $100.0M |
| Taconic Capital Advisors LP | 8.81% | Reduce -50.4% | 583,339 | $99.6M |
| National Bank of Canada | 0.12% | Add +86.7% | 576,923 | $98.5M |
| Primecap Management Co. | 0.08% | Reduce -5.0% | 574,953 | $98.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +0.6% | 564,923 | $96.4M |
| Corient Private Wealth LP | 0.15% | Add +3.2% | 554,050 | $94.6M |
| Rhumbline Advisers | 0.09% | Add +4.9% | 532,949 | $91.0M |
| Pentwater Capital Management LP | 1.22% | Reduce -4.7% | 510,000 | $87.1M |
| Magnetar Financial LLC | 1.24% | Add +9.4% | 507,338 | $86.6M |
| Sona Asset Management (us) LLC | 6.79% | Add +100.3% | 501,279 | $85.6M |
| Royal Bank of Canada | 0.02% | Add +39.1% | 495,432 | $84.6M |
| M&G PLC | 0.53% | Reduce -4.6% | 476,308 | $81.4M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -21.4% | 457,502 | $78.1M |
| AQR Arbitrage LLC | 3.40% | Add +84.8% | 470,451 | $78.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +13.2% | 447,446 | $76.4M |
| California State Teachers Retirement System | 0.09% | Reduce -0.2% | 425,205 | $72.6M |
| National Pension Service | 0.07% | Add +1.1% | 420,031 | $71.7M |
| Alua Capital Management LP | 5.82% | No change | 419,100 | $71.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.25% | New | 400,957 | $68.4M |
| Allianz Asset Management GmbH | 0.10% | Add +19.8% | 389,450 | $66.5M |
| Maverick Capital | 1.16% | Add +17375.8% | 378,176 | $64.6M |
| Citigroup Inc. | 0.05% | Add +82.2% | 369,055 | $63.0M |
| Bronte Capital Management Pty Ltd. | 4.87% | Reduce -0.8% | 299,914 | $59.9M |
| Bank of Montreal | 0.03% | Reduce -11.7% | 344,275 | $58.8M |
| Nordea Investment Management AB | 0.06% | Add +2.4% | 350,129 | $58.3M |
| Point72 Europe (London) LLP | 3.96% | Add +22.1% | 336,201 | $57.4M |
| Citadel Advisors | 0.06% | Reduce -45.8% | 334,777 | $57.1M |
| Discovery Capital Management, LLC / CT | 6.85% | Add +134.3% | 330,065 | $56.3M |
| Wells Fargo & Company | 0.01% | Reduce -11.2% | 327,355 | $55.9M |
| Caxton Associates LLP | 1.90% | — | 320,020 | $54.6M |
| KRYGER CAPITAL Ltd | 6.24% | New | 311,621 | $53.2M |
| Principal Financial Group Inc. | 0.03% | Add +6.8% | 311,095 | $53.1M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -29.3% | 309,200 | $52.8M |
| Freestone Grove Partners LP | 0.54% | Add +37.3% | 306,973 | $52.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.15% | Add +51.0% | 303,299 | $51.8M |
| Renaissance Technologies | 0.08% | Add +366.6% | 297,236 | $50.7M |
| Los Angeles Capital Management LLC | 0.22% | Reduce -10.6% | 294,576 | $50.3M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +1.0% | 293,984 | $50.3M |
| American Century Companies Inc. | 0.03% | Add +292.8% | 292,680 | $50.0M |
| Storebrand Asset Management As | 0.16% | Add +115.4% | 289,076 | $49.3M |
| Bruni J V & Co. | 5.59% | Reduce -7.0% | 281,973 | $48.1M |
| D. E. Shaw & Co. | 0.06% | Add +1758.4% | 269,176 | $45.9M |
| Birnam Oak Advisors, LP | 17.94% | Add +105.5% | 251,067 | $42.9M |
| State Board of Administration of Florida Retirement System | 0.08% | No change | 244,551 | $41.7M |
| Point72 Asset Management | 0.12% | Add +57.4% | 244,199 | $41.7M |
| Aviva PLC | 0.10% | Add +16.3% | 243,707 | $41.6M |
| GMO | 0.12% | Reduce -16.5% | 231,533 | $39.5M |
| New York State Teachers Retirement System | 0.09% | Reduce -5.0% | 231,196 | $39.5M |
| Associated Banc-Corp | 1.20% | Reduce -1.4% | 230,159 | $39.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.5% | 216,617 | $37.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.1% | 215,365 | $36.8M |
| Gateway Investment Advisers LLC | 0.42% | Add +0.2% | 213,217 | $36.4M |
| AQR Capital Management | 0.04% | Add +48.7% | 218,819 | $36.3M |
| Natixis | 0.21% | Add +82.4% | 212,039 | $35.6M |
| Schroder Investment Management Group | 0.03% | Reduce -15.6% | 215,339 | $34.2M |
| Cerity Partners LLC | 0.07% | Reduce -5.9% | 198,319 | $33.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Reduce -50.9% | 197,011 | $33.6M |
| TIG Advisors, LLC | 2.15% | Add +76.7% | 192,524 | $32.9M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -15.1% | 193,757 | $32.7M |
| Capital International, Inc. | 0.40% | Reduce -19.5% | 191,138 | $32.6M |
| Squarepoint Ops LLC | 0.08% | Add +595.6% | 187,149 | $31.9M |
| Truist Financial Corp. | 0.05% | Reduce -9.6% | 185,732 | $31.7M |
| LPL Financial LLC | 0.01% | Add +5.9% | 184,560 | $31.5M |
| Weiss Asset Management LP | 1.22% | Reduce -49.4% | 181,560 | $31.0M |
| Aberdeen Group plc | 0.06% | Add +102.1% | 184,300 | $30.9M |
| SG Americas Securities, LLC | 0.11% | Add +2420.3% | 179,569 | $30.7M |
| Burney Co./ | 1.10% | Reduce -5.8% | 176,336 | $30.1M |
| Keybank National Association | 0.12% | Reduce -0.3% | 176,051 | $30.1M |
| Governors Lane LP | 6.46% | Reduce -35.1% | 170,104 | $29.0M |
| Empyrean Capital Partners, LP | 1.69% | Reduce -71.2% | 168,000 | $28.7M |
| KLP Kapitalforvaltning As | 0.14% | Add +3.4% | 166,626 | $28.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -69.4% | 162,427 | $27.7M |
| Toronto Dominion Bank | 0.07% | Add +29.4% | 158,672 | $27.1M |
| Treasurer of the State of North Carolina | 0.11% | Add +3.0% | 157,427 | $26.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.55% | Reduce -36.5% | 155,376 | $26.5M |
| Korea Investment CORP | 0.06% | Reduce -38.1% | 154,415 | $26.4M |
| MML Investors Services, LLC | 0.09% | Reduce -30.8% | 153,003 | $26.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +19.2% | 152,619 | $26.1M |
| Pictet Asset Management Holding SA | 0.03% | Add +4.7% | 152,139 | $26.0M |
| Andra AP-fonden | 0.42% | Add +27.6% | 149,200 | $25.5M |
| State of Wisconsin Investment Board | 0.07% | Add +3.0% | 148,817 | $25.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +16.9% | 145,192 | $24.8M |
| Robeco Institutional Asset Management B.V. | 0.05% | Reduce -48.2% | 143,554 | $24.5M |
| New York State Common Retirement Fund | 0.04% | Add +1.7% | 140,971 | $24.1M |
| Nisa Investment Advisors, LLC | 0.12% | Add +12.0% | 138,167 | $23.6M |
| Stifel Financial Corp. | 0.02% | Reduce -0.8% | 136,756 | $23.3M |
| Woodline Partners LP | 0.15% | Reduce -37.9% | 133,705 | $22.8M |
| Brandywine Global Investment Management, LLC | 0.17% | Reduce -7.2% | 133,692 | $22.8M |
| Prudential Financial Inc. | 0.03% | Reduce -0.2% | 133,660 | $22.8M |
| HRT Financial LP | 0.14% | Add +343.0% | 133,512 | $22.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +8.8% | 133,471 | $22.8M |
| Danske Bank A/S | 0.07% | Add +12.4% | 133,193 | $22.7M |
| Chevy Chase Trust Holdings, LLC | 0.07% | Reduce -0.1% | 131,829 | $22.5M |
| Greenland Capital Management LP | 3.86% | Add +145.1% | 127,825 | $21.8M |
| Levin Capital Strategies, L.P. | 2.29% | New | 126,512 | $21.6M |
| 14B Captial Management LP | 8.96% | Add +34.0% | 126,000 | $21.5M |
| APG Asset Management N.V. | 0.07% | Reduce -1.3% | 134,600 | $21.3M |
| Public Sector Pension Investment Board | 0.09% | Add +1.7% | 124,154 | $21.2M |
| Quarry LP | 5.52% | Add +275.7% | 123,468 | $21.1M |
| Swedbank AB | 0.03% | Add +19.5% | 121,759 | $20.8M |
| Adams Diversified Equity Fund, Inc. | 0.81% | Add +52.0% | 118,400 | $20.2M |
| Royal London Asset Management Ltd. | 0.05% | Add +11.2% | 116,102 | $19.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.10% | Add +20.2% | 115,236 | $19.7M |
| Handelsbanken Fonder AB | 0.08% | Reduce -4.4% | 114,841 | $19.6M |
| Caisse de depot et placement du Quebec | 0.04% | Add +10.7% | 114,809 | $19.6M |
| Tudor Investment Corporation | 0.17% | Add +161.9% | 114,387 | $19.5M |
| Calamos Advisors LLC | 0.13% | Add +1.1% | 112,300 | $19.2M |
| Capstone Investment Advisors, LLC | 0.22% | Add +5499900.0% | 110,000 | $18.8M |
| Nomura Asset Management Co. Ltd. | 0.06% | Reduce -3.0% | 106,094 | $18.1M |
| TD Asset Management Inc | 0.02% | Add +0.8% | 105,956 | $18.1M |
| Gabelli Funds LLC | 0.14% | Add +261.3% | 105,500 | $18.0M |
| Asset Management One Co., Ltd. | 0.06% | Add +6.8% | 105,288 | $18.0M |
| Westwood Holdings Group Inc. | 0.13% | Add +15.9% | 101,879 | $17.4M |
| Man Group plc | 0.05% | Reduce -55.1% | 101,714 | $17.4M |
| LMR Partners LLP | 0.48% | Add +7.5% | 100,807 | $17.2M |
| Natixis Advisors, LLC | 0.03% | Reduce -18.0% | 100,717 | $17.2M |
| Vontobel Holding Ltd. | 0.06% | Add +14.7% | 99,459 | $17.0M |
| Credit Agricole S A | 0.06% | Add +9.1% | 99,306 | $17.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 2.53% | Add +167.8% | 97,896 | $16.7M |
| Busey Bank | 0.56% | Add +1.7% | 96,742 | $16.5M |
| Melqart Asset Management (UK) Ltd | 2.22% | Add +114.1% | 96,308 | $16.4M |
| State of Tennessee, Department of Treasury | 0.06% | Add +0.9% | 95,528 | $16.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.12% | — | 94,900 | $16.2M |
| Mn Services Vermogensbeheer B.V. | 0.12% | Reduce -8.0% | 91,900 | $15.7M |
| Susquehanna Fundamental Investments, LLC | 0.26% | New | 91,879 | $15.7M |
| Eldred Rock Partners, LLC | 4.49% | Add +10.2% | 88,494 | $14.7M |
| Candriam S.C.A. | 0.09% | Reduce -4.3% | 85,995 | $14.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.15% | Add +3.2% | 85,308 | $14.6M |
| Moran Wealth Management, LLC | 0.49% | Add +0.2% | 84,991 | $14.5M |
| State of New Jersey Common Pension Fund D | 0.06% | Reduce -8.1% | 84,520 | $14.4M |
| Sei Investments Co. | 0.02% | Add +12.6% | 82,998 | $14.2M |
| Boussard & Gavaudan Investment Management LLP | 4.48% | Add +2.0% | 84,509 | $14.1M |
| U.S. Capital Wealth Advisors, LLC | 0.43% | New | 82,359 | $14.1M |
| Rafferty Asset Management, LLC | 0.06% | Reduce -7.1% | 82,287 | $14.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -1.0% | 80,577 | $13.8M |
| Credit Industriel Et Commercial | 3.11% | Add +286.9% | 80,503 | $13.7M |
| Resona Asset Management Co.,Ltd. | 0.08% | Add +8.0% | 81,337 | $13.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.08% | Reduce -2.3% | 80,398 | $13.7M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -7.9% | 80,366 | $13.7M |
| One Fin Capital Management LP | 7.57% | Reduce -20.0% | 80,000 | $13.7M |
| Pinebridge Investments, L.P. | 0.10% | Add +30.7% | 75,605 | $12.9M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.22% | No change | 75,439 | $12.9M |
| Verition Fund Management LLC | 0.08% | Reduce -35.5% | 75,358 | $12.9M |
| Cookson Peirce & Co. Inc. | 0.64% | Add +115.5% | 74,860 | $12.8M |
| Brevan Howard Capital Management LP | 0.36% | New | 75,000 | $12.5M |
| Parkwood LLC | 1.22% | New | 73,173 | $12.5M |
| Polar Capital Holdings Plc | 0.08% | Add +53.1% | 72,723 | $12.4M |
| Arizona State Retirement System | 0.08% | Reduce -0.3% | 72,676 | $12.4M |
| Jefferies Financial Group Inc. | 0.22% | New | 72,597 | $12.4M |
| Swiss Life Asset Management Ltd | 0.09% | Add +11.3% | 72,430 | $12.4M |
| Creative Planning | 0.01% | Add +6.1% | 71,965 | $12.3M |
| Capital Group Private Client Services, Inc. | 0.12% | Reduce -5.7% | 70,737 | $12.1M |
| Hudson Bay Capital Management LP | 0.09% | Reduce -77.1% | 70,080 | $12.0M |
| State of Michigan Retirement System | 0.07% | No change | 68,101 | $11.6M |
| Quantinno Capital Management LP | 0.07% | Add +81.7% | 67,265 | $11.5M |
| AXA S.A. | 0.04% | Add +1444.9% | 65,967 | $11.3M |
| MetLife Investment Management, LLC | 0.06% | Reduce -1.9% | 65,173 | $11.1M |
| AMF Tjanstepension AB | 0.08% | No change | 63,616 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.4% | 63,089 | $10.8M |
| ProShare Advisors LLC | 0.02% | Add +4.8% | 62,894 | $10.7M |
| Aequim Alternative Investments LP | 8.33% | No change | 62,478 | $10.7M |
| LB Partners LLC | 7.65% | Add +35.6% | 62,850 | $10.6M |
| Glenmede Trust Co. NA | 0.06% | Reduce -1.7% | 62,027 | $10.6M |
| Comerica Bank | 0.04% | Reduce -6.6% | 61,973 | $10.6M |
| Murchinson Ltd. | 1.86% | New | 61,244 | $10.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -3.8% | 61,193 | $10.4M |
| CSM Advisors, LLC | 0.57% | Reduce -1.6% | 61,045 | $10.4M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +5.4% | 65,101 | $10.2M |
| Alley Investment Management Company, LLC | 1.27% | Reduce -24.4% | 59,433 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 59,018 | $10.1M |
| Cetera Investment Advisers | 0.02% | Reduce -17.1% | 58,647 | $10.0M |
| Franklin Resources Inc. | 0.00% | Add +26.6% | 58,077 | $9.9M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -43.1% | 57,681 | $9.8M |
| Czech National Bank | 0.09% | Add +5.9% | 57,650 | $9.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.06% | Reduce -44.0% | 57,400 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Add +0.9% | 56,358 | $9.6M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.8% | 53,938 | $9.2M |
| Varma Mutual Pension Insurance Co | 0.08% | Reduce -9.2% | 53,421 | $9.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -74.5% | 52,739 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -13.9% | 52,378 | $8.9M |
| Basswood Capital Management, L.L.C. | 0.49% | Reduce -3.4% | 51,096 | $8.7M |
| Stolper Co | 2.84% | Reduce -2.0% | 50,756 | $8.7M |
| IFM Investors Pty Ltd | 0.09% | No change | 48,805 | $8.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +0.1% | 48,723 | $8.3M |
| Amalgamated Bank | 0.07% | Add +1.3% | 48,644 | $8.3M |
| Forsta Ap-Fonden | 0.06% | Reduce -26.9% | 48,300 | $8.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.05% | Reduce -0.0% | 48,060 | $8.2M |
| DNB Asset Management AS | 0.04% | Reduce -2.4% | 47,279 | $8.1M |
| Kintayl Capital LP | 5.79% | Add +79.6% | 47,172 | $8.1M |
| Lighthouse Investment Partners, LLC | 0.36% | Reduce -72.5% | 46,515 | $7.9M |
| Mariner, LLC | 0.01% | Reduce -2.1% | 46,065 | $7.9M |
| Unison Advisors LLC | 0.99% | Add +0.4% | 45,652 | $7.8M |
| Easterly Investment Partners LLC | 0.64% | Add +69.6% | 45,323 | $7.7M |
| Smith Chas P & Associates Pa Cpas | 0.44% | Reduce -4.5% | 44,121 | $7.5M |
| Quinn Opportunity Partners LLC | 0.53% | New | 44,000 | $7.5M |
| Versor Investments LP | 1.21% | Reduce -17.9% | 43,645 | $7.5M |
| Martin & Co. Inc. | 1.43% | Reduce -0.2% | 43,531 | $7.4M |
| Sienna Gestion | 0.60% | Reduce -5.6% | 44,601 | $7.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -10.8% | 42,479 | $7.2M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +26.1% | 41,784 | $7.1M |
| USS Investment Management Ltd | 0.05% | Reduce -27.6% | 41,617 | $7.1M |
| Utah Retirement Systems | 0.08% | Reduce -0.2% | 41,338 | $7.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | Reduce -16.3% | 41,178 | $7.0M |
| Janus Henderson Group PLC | 0.00% | Add +26.4% | 44,259 | $7.0M |
| Readystate Asset Management LP | 0.64% | New | 41,000 | $7.0M |
| Athos Capital Ltd | 8.66% | New | 40,000 | $6.8M |
| Captrust Financial Advisors | 0.02% | Reduce -5.6% | 39,733 | $6.8M |
| King Luther Capital Management Corp. | 0.03% | Add +1.1% | 39,271 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.8% | 38,810 | $6.6M |
| Wealthfront Advisers LLC | 0.02% | Add +24.4% | 38,467 | $6.6M |
| CIBC Asset Management Inc | 0.02% | Reduce -1.1% | 38,132 | $6.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.07% | Add +7.5% | 38,125 | $6.5M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +13.2% | 37,928 | $6.5M |
| Park Avenue Securities LLC | 0.08% | Reduce -33.7% | 37,262 | $6.4M |
| Bokf, NA | 0.11% | Reduce -6.9% | 37,092 | $6.3M |
| Dana Investment Advisors, Inc. | 0.23% | Reduce -17.1% | 37,089 | $6.3M |
| New York Life Investment Management LLC | 0.06% | Reduce -70.8% | 37,076 | $6.3M |
| Yousif Capital Management, LLC | 0.07% | Reduce -1.4% | 36,798 | $6.3M |
| Teacher Retirement System of Texas | 0.03% | Add +1463.3% | 36,738 | $6.3M |
| Daiwa Securities Group Inc. | 0.03% | Add +11.1% | 36,649 | $6.3M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +0.7% | 36,589 | $6.2M |
| William B. Walkup & Associates, Inc. | 3.74% | Add +0.5% | 35,955 | $6.1M |
| Xponance LLC | 0.06% | Add +0.8% | 35,768 | $6.1M |
| US Bancorp \de | 0.01% | Reduce -5.1% | 35,626 | $6.1M |
| IFG Advisory, LLC | 0.33% | Reduce -2.4% | 35,266 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.3% | 35,264 | $6.0M |
| Prudential PLC | 0.03% | Reduce -20.8% | 33,856 | $5.8M |
| NewEdge Wealth, LLC | 0.10% | Reduce -18.7% | 33,415 | $5.7M |
| Vaughan David Investments LLC | 0.13% | Reduce -3.8% | 33,133 | $5.7M |
| Signet Financial Management, LLC | 0.75% | Add +0.7% | 32,464 | $5.5M |
| L2 Asset Management, LLC | 1.13% | Add +11.3% | 32,128 | $5.5M |
| PGGM Investments | 0.07% | No change | 32,110 | $5.5M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +1.3% | 31,697 | $5.4M |
| Salem Investment Counselors Inc. | 0.18% | Reduce -0.9% | 31,058 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -73.0% | 30,994 | $5.3M |
| Baker Ellis Asset Management LLC | 0.75% | Reduce -1.9% | 30,579 | $5.2M |
| Blair William & Co. | 0.02% | Add +0.8% | 30,537 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -56.3% | 30,394 | $5.2M |
| Cibc World Markets Corp. | 0.04% | Reduce -23.6% | 30,289 | $5.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -3.6% | 30,284 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +11.2% | 29,987 | $5.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +0.1% | 29,898 | $5.1M |
| Focus Partners Wealth | 0.01% | Add +4.1% | 29,566 | $5.0M |
| Alberta Investment Management Corp | 0.04% | New | 29,465 | $5.0M |
| State of Alaska, Department of Revenue | 0.06% | Add +2.8% | 29,414 | $5.0M |
| Atlantic Union Bankshares Corp | 0.30% | Add +3.6% | 29,231 | $5.0M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.0% | 29,190 | $5.0M |
| Carmignac Gestion | 0.08% | No change | 28,457 | $4.9M |
| Ethic Inc. | 0.10% | Add +24.4% | 28,402 | $4.8M |
| Seascape Capital Management | 1.68% | Add +0.5% | 28,267 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +10.0% | 30,217 | $4.8M |
| Mackenzie Financial Corp. | 0.01% | Add +7.3% | 27,851 | $4.8M |
| Generali Asset Management SPA SGR | 0.12% | Reduce -5.2% | 27,766 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +54.5% | 27,544 | $4.7M |
| Hancock Whitney Corp. | 0.15% | Reduce -0.6% | 26,602 | $4.5M |
| Westpac Banking Corp. | 0.33% | Add +1063.3% | 26,511 | $4.5M |
| Sage Capital Advisors,llc | 1.18% | New | 26,447 | $4.5M |
| ORBA Wealth Advisors, L.L.C. | 2.26% | Add +0.5% | 26,291 | $4.5M |
| OP Asset Management Ltd | 0.08% | — | 26,199 | $4.5M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +8.3% | 26,077 | $4.5M |
| Public Employees Retirement Association of Colorado | 0.02% | No change | 25,761 | $4.4M |
| Chicago Partners Investment Group LLC | 0.14% | Add +3.0% | 22,812 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -4.9% | 25,238 | $4.3M |
| CWA Asset Management Group, LLC | 0.21% | Add +24.3% | 25,042 | $4.3M |
| Elo Mutual Pension Insurance Co | 0.10% | Add +42.5% | 24,873 | $4.2M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 24,818 | $4.2M |
| Alaska Permanent Fund Corp | 0.06% | No change | 23,118 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -98.4% | 24,677 | $4.2M |
| Maven Securities LTD | 0.92% | Reduce -37.6% | 24,617 | $4.2M |
| NJ State Employees Deferred Compensation Plan | 0.53% | No change | 24,350 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -90.0% | 24,087 | $4.1M |
| Assenagon Asset Management S.A. | 0.01% | Add +7.2% | 23,995 | $4.1M |
| Thompson Siegel & Walmsley LLC | 0.07% | Add +64.9% | 23,779 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.7% | 23,596 | $4.0M |
| M&T Bank Corp | 0.01% | Reduce -1.8% | 23,233 | $4.0M |
| Vestcor Inc | 0.13% | Reduce -43.7% | 23,142 | $4.0M |
| Boothbay Fund Management, LLC | 0.14% | Reduce -63.2% | 23,117 | $3.9M |
| Twin Securities, Inc. | 2.27% | New | 23,101 | $3.9M |
| ClearAlpha Technologies LP | 3.46% | Reduce -45.0% | 22,455 | $3.8M |
| Centiva Capital, LP | 0.22% | Reduce -25.3% | 22,421 | $3.8M |
| Cypress Financial Planning LLC | 1.37% | No change | 22,247 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 22,007 | $3.8M |
| UniSuper Management Pty Ltd | 0.03% | Add +5.4% | 21,964 | $3.7M |
| Shell Asset Management Co. | 0.18% | Reduce -5.5% | 21,932 | $3.7M |
| New Age Alpha Advisors, LLC | 0.17% | Reduce -66.4% | 21,596 | $3.7M |
| Oregon Public Employees Retirement Fund | 0.07% | Add +0.1% | 21,551 | $3.7M |
| Rakuten Investment Management, Inc. | 0.02% | — | 22,950 | $3.6M |
| Heritage Investors Management Corp. | 0.12% | Reduce -3.3% | 21,300 | $3.6M |
| Lynch & Associates | 0.78% | Reduce -0.9% | 21,197 | $3.6M |
| CI Investments Inc. | 0.02% | Add +17.2% | 21,033 | $3.6M |
| Two Sigma Investments, LP | 0.01% | No change | 20,900 | $3.6M |
| TCTC Holdings, LLC | 0.12% | Reduce -11.8% | 20,753 | $3.5M |
| LS Investment Advisors, LLC | 0.54% | Reduce -0.1% | 20,735 | $3.5M |
| Carlson Capital, L.P. | 1.96% | Add +99.0% | 20,500 | $3.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.7% | 23,443 | $3.5M |
| Connors Investor Services Inc. | 0.34% | No change | 20,319 | $3.5M |
| Mizuho Securities USA LLC | 0.07% | Reduce -15.5% | 20,098 | $3.4M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +90.0% | 19,840 | $3.4M |
| SteelPeak Wealth, LLC | 0.14% | New | 19,838 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -56.2% | 19,758 | $3.4M |
| Avanza Fonder AB | 0.11% | No change | 19,101 | $3.4M |
| Tredje AP-fonden | 0.03% | No change | 19,658 | $3.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -14.0% | 18,546 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +4.0% | 19,376 | $3.3M |
| Commerce Bank | 0.02% | Reduce -3.0% | 19,217 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -2.6% | 19,145 | $3.3M |
| Guggenheim Capital LLC | 0.03% | Add +1.1% | 18,529 | $3.2M |
| Patton Fund Management, Inc. | 0.76% | Reduce -23.1% | 18,395 | $3.1M |
| Old Second National Bank of Aurora | 0.74% | Reduce -2.6% | 18,301 | $3.1M |
| TD Private Client Wealth LLC | 0.08% | Reduce -35.0% | 17,978 | $3.1M |
| NEOS Investment Management LLC | 0.06% | Add +16.2% | 17,848 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -94.8% | 17,730 | $3.0M |
| Bridgewater Associates | 0.01% | Add +207.8% | 17,723 | $3.0M |
| Capital International Sarl | 0.07% | Add +64.5% | 17,672 | $3.0M |
| Bell & Brown Wealth Advisors, LLC | 1.18% | Add +0.3% | 17,653 | $3.0M |
| Family Manage LLC | 0.48% | New | 17,150 | $2.9M |
| Kentucky Retirement Systems | 0.09% | Reduce -1.1% | 17,072 | $2.9M |
| Appleton Partners Inc. | 0.23% | Reduce -0.3% | 17,064 | $2.9M |
| Oddo BHF Asset Management Sas | 0.12% | New | 17,025 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +9.3% | 16,754 | $2.9M |
| CIBRA Capital Ltd | 0.99% | Reduce -40.6% | 16,658 | $2.8M |
| Metis Global Partners, LLC | 0.08% | Add +11.0% | 16,609 | $2.8M |
| Thompson Investment Management, Inc. | 0.43% | Reduce -17.2% | 16,570 | $2.8M |
| RBF Capital, LLC | 0.18% | No change | 16,500 | $2.8M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -0.3% | 16,351 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -22.9% | 16,349 | $2.8M |
| Callan Family Office, LLC | 0.21% | Reduce -1.5% | 16,316 | $2.8M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +1.0% | 16,056 | $2.7M |
| Intech Investment Management LLC | 0.03% | Reduce -21.4% | 16,056 | $2.7M |
| Glenview Trust Co | 0.05% | Reduce -3.1% | 15,881 | $2.7M |
| Prelude Capital Management, LLC | 0.27% | Reduce -19.3% | 15,532 | $2.7M |
| Investment Management Corp of Ontario | 0.05% | New | 15,501 | $2.6M |
| Florida Trust Wealth Management Co | 0.09% | Reduce -2.8% | 15,376 | $2.6M |
| Hartford Investment Management Co. | 0.09% | Reduce -1.6% | 15,323 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +4.8% | 14,946 | $2.6M |
| Mint Tower Capital Management B.V. | 1.95% | Add +17.4% | 14,916 | $2.5M |
| ASR Vermogensbeheer N.V. | 0.04% | — | 14,758 | $2.5M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -4.5% | 14,523 | $2.5M |
| Gulf International Bank (UK) Ltd | 0.09% | Reduce -27.3% | 14,444 | $2.5M |
| Griffin Asset Management, Inc. | 0.30% | Reduce -0.2% | 14,421 | $2.5M |
| Tidal Investments LLC | 0.02% | Reduce -12.4% | 14,143 | $2.4M |
| Vision Capital Management, Inc. | 0.35% | Add +4.1% | 14,075 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.5% | 14,028 | $2.4M |
| Round Hill Asset Management | 1.72% | Reduce -30.3% | 14,006 | $2.4M |
| Symmetry Investments LP | 0.21% | Reduce -30.0% | 14,000 | $2.4M |
| Sterling Capital Management LLC | 0.04% | Reduce -14.4% | 13,940 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -2.2% | 13,859 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Reduce -30.0% | 13,788 | $2.4M |
| Vinva Investment Management Ltd | 0.09% | Add +21.1% | 14,671 | $2.3M |
| Louisiana State Employees Retirement System | 0.05% | No change | 13,500 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.7% | 13,375 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 13,240 | $2.3M |
| Securian Asset Management, Inc. | 0.07% | Reduce -1.6% | 13,237 | $2.3M |
| Eagle Bluffs Wealth Management LLC | 1.19% | Add +1.2% | 13,184 | $2.3M |
| Norinchukin Bank, The | 0.04% | Add +15.4% | 13,160 | $2.2M |
| Nomura Holdings Inc. | 0.01% | Reduce -88.8% | 13,140 | $2.2M |
| HighPoint Advisor Group LLC | 0.13% | Reduce -5.9% | 12,008 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +2.8% | 12,895 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Reduce -36.2% | 12,809 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -28.8% | 12,554 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -54.3% | 12,550 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Add +0.3% | 12,466 | $2.1M |
| Harvest Management LLC | 0.99% | Reduce -47.0% | 12,412 | $2.1M |
| Ieq Capital, LLC | 0.02% | Add +32.8% | 12,361 | $2.1M |
| Duncker Streett & Co. Inc. | 0.42% | Reduce -1.5% | 12,327 | $2.1M |
| Foster & Motley Inc. | 0.13% | Reduce -11.3% | 12,230 | $2.1M |
| BTG Pactual Asset Management US LLC | 0.26% | Reduce -21.7% | 11,893 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +8.0% | 11,736 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | Reduce -2.5% | 11,711 | $2.0M |
| Maryland State Retirement & Pension System | 0.05% | Reduce -12.5% | 11,689 | $2.0M |
| DF Dent & Co. Inc. | 0.03% | No change | 11,659 | $2.0M |
| Wakefield Asset Management LLLP | 0.60% | New | 11,653 | $2.0M |
| Fifth Third Bancorp | 0.01% | Reduce -8.2% | 11,500 | $2.0M |
| Dynasty Wealth Management, LLC | 0.03% | Add +0.3% | 11,446 | $2.0M |
| Shelton Capital Management | 0.05% | Reduce -0.5% | 11,424 | $2.0M |
| Savant Capital, LLC | 0.02% | Reduce -59.1% | 11,331 | $1.9M |
| Trust Investment Advisors | 1.24% | Reduce -1.3% | 11,290 | $1.9M |
| ING Groep NV | 0.01% | Reduce -0.8% | 11,258 | $1.9M |
| Cwm, LLC | 0.01% | Add +12.3% | 11,233 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Reduce -37.1% | 11,200 | $1.9M |
| E. Ohman J:or Asset Management AB | 0.05% | Reduce -5.1% | 11,130 | $1.9M |
| DLD Asset Management, LP | 1.64% | Add +28.7% | 11,113 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.4% | 10,758 | $1.8M |
| Forum Financial Management, LP | 0.03% | Add +76.6% | 10,694 | $1.8M |
| Quadrant Capital Group LLC | 0.07% | Add +101.6% | 10,521 | $1.8M |
| Fidelis Capital Partners, LLC | 0.19% | Reduce -3.1% | 9,705 | $1.8M |
| Principal Securities, Inc. | 0.04% | No change | 10,349 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.0% | 10,304 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +3.0% | 10,304 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.76% | New | 10,302 | $1.8M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | Reduce -22.6% | 10,259 | $1.8M |
| IFG Advisors, LLC | 0.34% | No change | 10,213 | $1.7M |
| Bayesian Capital Management, LP | 0.29% | New | 10,170 | $1.7M |
| First National Trust Co | 0.07% | Reduce -3.0% | 10,159 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -5.2% | 10,110 | $1.7M |
| Burren Capital Advisors Ltd | 6.13% | New | 10,037 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +50.6% | 10,616 | $1.7M |
| Wolverine Asset Management LLC | 0.13% | Add +50.1% | 9,907 | $1.7M |
| Camelot Portfolios, LLC | 1.05% | Reduce -12.7% | 9,876 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.2% | 9,747 | $1.7M |
| Summit Financial, LLC | 0.05% | Add +2.0% | 9,618 | $1.6M |
| Cohen Klingenstein LLC | 0.06% | No change | 9,600 | $1.6M |
| Interval Partners, LP | 0.06% | New | 9,576 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -41.0% | 9,551 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +3.1% | 9,527 | $1.6M |
| iA Global Asset Management Inc. | 0.03% | Reduce -5.1% | 9,524 | $1.6M |
| Vista Investment Management | 0.63% | Reduce -4.7% | 9,498 | $1.6M |
| Burns J W & Co. Inc. | 0.21% | No change | 9,421 | $1.6M |
| Panagora Asset Management Inc. | 0.01% | Add +124.0% | 9,412 | $1.6M |
| Rowlandmiller & Partners.adv | 0.34% | Reduce -2.5% | 9,381 | $1.6M |
| UMB Bank, n.a. | 0.03% | Add +0.7% | 9,310 | $1.6M |
| Tiaa Trust, National Association | 0.00% | Reduce -5.3% | 9,254 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +0.8% | 9,184 | $1.6M |
| Machina Capital S.A.S. | 0.46% | Add +141.4% | 9,165 | $1.6M |
| River Street Advisors LLC | 0.77% | Reduce -1.5% | 9,148 | $1.6M |
| Groupama Asset Managment | 0.03% | Reduce -32.6% | 9,834 | $1.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +0.1% | 9,130 | $1.6M |
| DRW Securities, LLC | 0.13% | Reduce -53.4% | 9,096 | $1.6M |
| First Trust Capital Management L.P. | 0.11% | Add +20.7% | 9,066 | $1.5M |
| Empirical Finance, LLC | 0.09% | Add +2.0% | 9,063 | $1.5M |
| Dark Forest Capital Management LP | 0.07% | Add +166.9% | 9,055 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Reduce -10.4% | 9,040 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | Reduce -22.3% | 8,946 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +86.3% | 8,942 | $1.5M |
| Caprock Group, LLC | 0.05% | Add +38.4% | 8,701 | $1.5M |
| Point72 (DIFC) Ltd | 0.14% | New | 8,666 | $1.5M |
| Meiji Yasuda Asset Management Co Ltd. | 0.06% | Add +0.9% | 8,619 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.3% | 8,619 | $1.5M |
| Bailard, Inc. | 0.04% | Reduce -0.4% | 8,554 | $1.5M |
| QRG Capital Management, Inc. | 0.01% | Reduce -39.1% | 8,490 | $1.4M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | No change | 8,394 | $1.4M |
| Midwest Professional Planners, LTD. | 0.44% | Reduce -2.4% | 8,263 | $1.4M |
| Choreo, LLC | 0.02% | Add +1.3% | 8,174 | $1.4M |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -1.9% | 8,144 | $1.4M |
| Banque Cantonale Vaudoise | 0.06% | — | 7,997 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Reduce -11.1% | 7,993 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.1% | 7,983 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Add +5.1% | 7,776 | $1.3M |
| Signaturefd, LLC | 0.03% | Add +4.0% | 7,761 | $1.3M |
| Integral Investment Advisors, Inc. | 0.42% | Reduce -3.9% | 7,726 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -6.0% | 7,690 | $1.3M |
| Freedom Together Foundation | 0.17% | No change | 7,629 | $1.3M |
| CPC Advisors, LLC | 0.18% | New | 7,584 | $1.3M |
| Vazirani Asset Management LLC | 4.87% | Reduce -70.7% | 7,500 | $1.3M |
| Polar Asset Management Partners Inc. | 0.06% | New | 7,500 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 7,346 | $1.3M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -12.0% | 7,339 | $1.3M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.09% | Reduce -57.1% | 7,271 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +4.1% | 7,175 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +32.7% | 7,144 | $1.2M |
| STRS Ohio | 0.01% | New | 7,089 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +9.7% | 7,087 | $1.2M |
| Pittenger & Anderson Inc. | 0.04% | Add +17612.5% | 7,085 | $1.2M |
| Banco Santander, S.A. | 0.01% | New | 7,018 | $1.2M |
| Commerzbank Aktiengesellschaft | 0.03% | Add +256.2% | 7,003 | $1.2M |
| Harvest Fund Management Co., Ltd | 0.06% | Add +123.0% | 6,949 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +49.6% | 6,944 | $1.2M |
| Meeder Advisory Services, Inc. | 0.07% | Add +17.4% | 6,905 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +119.4% | 6,787 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.0% | 6,753 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Add +7.9% | 6,700 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -5.7% | 6,673 | $1.1M |
| Tiemann Investment Advisors, LLC | 0.52% | No change | 6,667 | $1.1M |
| VestGen Advisors, LLC | 0.05% | — | 6,620 | $1.1M |
| Engineers Gate Manager LP | 0.02% | Reduce -0.0% | 6,600 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Reduce -13.3% | 6,569 | $1.1M |
| Kendall Capital Management | 0.32% | Reduce -1.7% | 6,465 | $1.1M |
| Choate Investment Advisors | 0.03% | Add +14.5% | 6,460 | $1.1M |
| &partners | 0.01% | Reduce -5.1% | 6,954 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +1796.5% | 6,448 | $1.1M |
| Intrust Bank NA | 0.11% | Reduce -2.7% | 6,369 | $1.1M |
| Sowell Financial Services LLC | 0.05% | New | 6,334 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -9.7% | 6,319 | $1.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -44.2% | 6,306 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -40.2% | 6,272 | $1.1M |
| Diligent Investors, LLC | 0.26% | Reduce -1.5% | 6,257 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -24.9% | 6,124 | $1.0M |
| Vident Advisory, LLC | 0.02% | Add +26.7% | 6,097 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +15.2% | 6,077 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -3.3% | 6,014 | $1.0M |
| MUFG Securities EMEA plc | 0.03% | New | 6,000 | $1.0M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.3% | 5,963 | $1.0M |
| Greenleaf Trust | 0.01% | Add +1.3% | 5,925 | $1.0M |
| Fiduciary Family Office, LLC | 0.33% | New | 5,806 | $991K |
| Empowered Funds, LLC | 0.01% | Reduce -2.6% | 5,772 | $985K |
| Praxis Investment Management Inc. | 0.07% | No change | 5,770 | $985K |
| Allstate Corp. | 0.03% | Reduce -23.5% | 5,657 | $966K |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -3.4% | 5,656 | $965K |
| Coppell Advisory Solutions LLC | 0.13% | Add +972.6% | 5,202 | $964K |
| Gratus Wealth Advisors, LLC | 0.16% | Reduce -3.5% | 5,557 | $949K |
| Segment Wealth Management, LLC | 0.06% | Add +1.5% | 5,550 | $947K |
| Northcape Wealth Management, LLC | 0.30% | Reduce -3.2% | 5,462 | $932K |
| Kintegral Advisory, LLC | 0.09% | Reduce -0.3% | 5,383 | $919K |
| Gotham Asset Management | 0.01% | Add +0.3% | 5,375 | $918K |
| Jacobi Capital Management LLC | 0.07% | Reduce -3.5% | 5,365 | $916K |
| United Services Automobile Association | 0.03% | New | 5,669 | $900K |
| Mediolanum International Funds Ltd | 0.01% | No change | 5,669 | $900K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -14.7% | 5,252 | $897K |
| Allworth Financial LP | 0.01% | Reduce -1.1% | 4,765 | $893K |
| Fort Point Capital Partners LLC | 0.10% | Add +1.0% | 5,177 | $884K |
| Applied Finance Capital Management, LLC | 0.06% | Reduce -9.5% | 5,158 | $880K |
| Townsquare Capital LLC | 0.01% | Reduce -0.3% | 5,082 | $868K |
| Raiffeisen Bank International AG | 0.01% | New | 5,397 | $857K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +137.6% | 5,007 | $855K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.9% | 5,005 | $854K |
| HM Payson & Co. | 0.01% | Add +7.4% | 4,956 | $846K |
| Crews Bank & Trust | 0.14% | Reduce -0.5% | 4,948 | $845K |
| American Money Management, LLC | 0.16% | Reduce -3.6% | 4,926 | $841K |
| Independence Bank of Kentucky | 0.13% | Reduce -12.4% | 4,925 | $841K |
| Fulton Bank, N.A. | 0.03% | Reduce -24.5% | 4,891 | $835K |
| Corsair Capital Management, L.P. | 0.21% | No change | 4,889 | $835K |
| V-Square Quantitative Management LLC | 0.12% | Add +5.1% | 4,807 | $821K |
| Covenant Partners, LLC | 0.26% | Reduce -41.6% | 4,775 | $815K |
| Wedbush Securities Inc. | 0.03% | Add +19.3% | 4,725 | $807K |
| Cornercap Investment Counsel Inc. | 0.42% | Reduce -1.2% | 4,697 | $802K |
| Integris Wealth Management, LLC | 0.23% | No change | 4,681 | $799K |
| IMA Advisory Services, Inc. | 0.09% | Reduce -8.9% | 4,674 | $798K |
| North Star Asset Management Inc. | 0.04% | Reduce -2.1% | 4,669 | $797K |
| Monetary Management Group Inc. | 0.21% | No change | 4,650 | $794K |
| XTX Topco Ltd | 0.04% | New | 4,597 | $785K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 4,595 | $784K |
| GAMMA Investing LLC | 0.06% | Reduce -1.1% | 4,595 | $784K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -29.1% | 4,587 | $783K |
| Olympiad Research LP | 0.91% | Reduce -67.2% | 4,568 | $780K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.6% | 4,557 | $778K |
| Brighton Jones LLC | 0.02% | Add +3.7% | 4,541 | $775K |
| Patron Partners, LLC | 0.41% | Reduce -0.8% | 4,463 | $762K |
| Brooklyn Investment Group | 0.16% | Add +34.6% | 4,446 | $759K |
| Mufg Securities Americas Inc. | 0.09% | Add +19.9% | 4,443 | $758K |
| Nexus Investment Management ULC | 0.08% | No change | 3,043 | $747K |
| Wesbanco Bank Inc. | 0.03% | Reduce -0.2% | 4,377 | $747K |
| Roffman Miller Associates Inc. | 0.05% | Reduce -3.5% | 4,371 | $746K |
| Venturi Wealth Management, LLC | 0.04% | Add +3.0% | 4,323 | $738K |
| DAVENPORT & Co LLC | 0.00% | Add +3.4% | 4,320 | $737K |
| Hazlett, Burt & Watson, Inc. | 0.33% | No change | 4,302 | $735K |
| USA Financial Formulas | 0.12% | New | 4,191 | $715K |
| Two Sigma Securities, LLC | 0.11% | New | 4,149 | $708K |
| Financial Advocates Investment Management | 0.05% | Reduce -35.6% | 4,116 | $703K |
| Apollon Wealth Management, LLC | 0.02% | Add +13.7% | 4,089 | $698K |
| Pitcairn Co. | 0.04% | Reduce -3.0% | 4,076 | $696K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.9% | 4,067 | $694K |
| Flavin Financial Services, Inc. | 0.64% | Reduce -25.2% | 4,048 | $691K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +11.4% | 4,035 | $689K |
| Caldwell Trust Co | 0.07% | No change | 4,018 | $686K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -70.1% | 4,073 | $684K |
| Farther Finance Advisors, LLC | 0.02% | Add +59.4% | 4,010 | $684K |
| Supplemental Annuity Collective Trust of NJ | 0.21% | No change | 4,000 | $683K |
| Impax Asset Management Group plc | 0.00% | New | 3,951 | $674K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.7% | 3,901 | $666K |
| River Wealth Advisors LLC | 0.09% | Reduce -0.4% | 3,900 | $666K |
| Keeley-Teton Advisors, LLC | 0.08% | Reduce -47.0% | 3,891 | $664K |
| Qtron Investments LLC | 0.10% | Reduce -19.2% | 3,855 | $658K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.7% | 3,847 | $657K |
| CW Advisors, LLC | 0.01% | New | 3,768 | $643K |
| LBP Am SA | 0.01% | New | 3,762 | $642K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -3.9% | 3,424 | $635K |
| Laraway Financial Advisors Inc | 0.50% | Reduce -3.9% | 3,705 | $632K |
| Icon Wealth Advisors, LLC | 0.05% | Add +17.9% | 3,703 | $632K |
| Ossiam | 0.01% | Reduce -10.0% | 3,638 | $621K |
| Ritholtz Wealth Management | 0.02% | Add +1.8% | 3,629 | $619K |
| Horizon Investments, LLC | 0.02% | Add +5.4% | 3,626 | $619K |
| Alyeska Investment Group, L.P. | 0.00% | Reduce -99.1% | 3,619 | $618K |
| Capital Investment Advisors, LLC | 0.01% | Add +113.5% | 3,602 | $615K |
| Abn Amro Investment Solutions | 0.01% | Reduce -5.5% | 3,593 | $613K |
| Centaurus Financial, Inc. | 0.04% | New | 3,582 | $612K |
| Profund Advisors LLC | 0.03% | Reduce -7.7% | 3,582 | $611K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.16% | Reduce -27.2% | 3,563 | $608K |
| Driehaus Capital Management LLC | 0.01% | Reduce -28.3% | 3,554 | $607K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.9% | 3,550 | $606K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.5% | 3,549 | $606K |
| Diversified Trust Co. | 0.01% | Add +10.3% | 3,488 | $595K |
| Huntington National Bank | 0.01% | Add +2.5% | 3,454 | $590K |
| Smith, Moore & Co. | 0.05% | Reduce -3.2% | 3,426 | $585K |
| OneDigital Investment Advisors LLC | 0.01% | Add +33.8% | 3,424 | $585K |
| FourThought Financial Partners, LLC | 0.06% | Add +0.1% | 3,421 | $584K |
| Pennsylvania Capital Management Inc. | 0.21% | Reduce -0.4% | 3,416 | $583K |
| Agf Management Ltd. | 0.00% | Add +1.9% | 3,399 | $580K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.6% | 3,403 | $579K |
| Alan B Lancz & Associates, Inc. | 0.61% | No change | 3,350 | $572K |
| Prairie Sky Financial Group LLC | 0.34% | No change | 3,320 | $567K |
| SCS Capital Management LLC | 0.01% | New | 3,311 | $565K |
| Sendero Wealth Management, LLC | 0.08% | Add +16.4% | 3,308 | $565K |
| Nicolet Advisory Services, LLC | 0.06% | Add +0.8% | 3,512 | $557K |
| Lebenthal Global Advisors, LLC | 0.10% | Reduce -43.4% | 3,253 | $555K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -37.0% | 3,206 | $547K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +2.4% | 3,206 | $547K |
| MAI Capital Management | 0.00% | Reduce -1.3% | 3,201 | $546K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -17.7% | 3,201 | $546K |
| HCR Wealth Advisors | 0.07% | Reduce -1.9% | 3,198 | $546K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.9% | 3,189 | $544K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -17.9% | 3,183 | $543K |
| Affinity Investment Advisors, LLC | 0.44% | Add +18.4% | 3,159 | $539K |
| Corus Family Wealth Advisors | 0.37% | Reduce -12.9% | 3,124 | $533K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -10.2% | 3,099 | $529K |
| Global Assets Advisory, LLC | 0.10% | Add +153.1% | 3,234 | $528K |
| CHICAGO TRUST Co NA | 0.10% | Add +5.4% | 3,089 | $527K |
| Councilmark Asset Management, LLC | 0.35% | No change | 3,070 | $524K |
| Everhart Financial Group, Inc. | 0.07% | Add +8.9% | 3,067 | $524K |
| Generation Capital Management LLC | 0.47% | No change | 3,055 | $521K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 3,054 | $521K |
| Whittier Trust Co. | 0.01% | Reduce -1.6% | 3,050 | $521K |
| Syon Capital LLC | 0.04% | Reduce -10.9% | 3,043 | $519K |
| Chicago Wealth Management, Inc. | 0.27% | No change | 3,023 | $516K |
| Rathbones Group PLC | 0.00% | Reduce -0.6% | 3,016 | $515K |
| Merit Financial Group, LLC | 0.01% | Add +133.8% | 2,986 | $510K |
| Affinity Wealth Management LLC | 0.09% | Add +1.9% | 2,971 | $507K |
| Waters Parkerson & Co., LLC | 0.03% | Reduce -46.8% | 2,966 | $506K |
| Haverford Trust Co | 0.01% | Add +3.9% | 2,957 | $505K |
| Stephens Inc. | 0.01% | Reduce -0.4% | 2,948 | $503K |
| FNY Investment Advisers, LLC | 0.31% | Reduce -62.5% | 2,930 | $500K |
| Siemens Fonds Invest GmbH | 0.03% | New | 2,928 | $500K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.2% | 2,924 | $499K |
| Rothschild Investment LLC | 0.03% | Add +4.0% | 2,923 | $499K |
| Trust Asset Management LLC | 0.04% | Reduce -6.9% | 2,911 | $497K |
| Aaron Wealth Advisors LLC | 0.06% | Add +6.3% | 2,903 | $496K |
| Citizens Financial Group Inc. | 0.01% | Reduce -40.0% | 2,902 | $495K |
| Factorial Partners, LLC | 0.31% | Reduce -81.9% | 2,900 | $495K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | No change | 2,900 | $495K |
| MCF Advisors LLC | 0.04% | Reduce -7.7% | 2,880 | $492K |
| Pflug Koory, LLC | 0.27% | Reduce -1.2% | 2,865 | $489K |
| Quadcap Wealth Management, LLC | 0.07% | New | 2,860 | $488K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +48.8% | 2,856 | $488K |
| Fiduciary Alliance LLC | 0.05% | Reduce -2.6% | 2,845 | $486K |
| Madison Asset Management, LLC | 0.01% | No change | 2,844 | $485K |
| 3Chopt Investment Partners, LLC | 0.13% | New | 2,842 | $485K |
| Cannon Global Investment Management, LLC | 1.33% | Reduce -66.6% | 2,836 | $484K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 2,833 | $484K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +10.1% | 2,828 | $483K |
| RFG Advisory, LLC | 0.01% | Reduce -31.4% | 2,822 | $482K |
| Park National Corp. | 0.02% | Add +0.4% | 2,822 | $482K |
| Zacks Investment Management | 0.00% | Reduce -2.3% | 2,811 | $480K |
| Arbor Investment Advisors, LLC | 0.07% | Reduce -4.4% | 2,810 | $480K |
| Hunter Associates Investment Management LLC | 0.07% | No change | 2,800 | $478K |
| Trust Co. of Vermont | 0.02% | No change | 2,800 | $478K |
| Composition Wealth, LLC | 0.01% | Add +2.3% | 2,799 | $478K |
| Sage Investment Counsel LLC | 0.60% | Reduce -47.1% | 2,790 | $476K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -33.0% | 2,782 | $475K |
| Cidel Asset Management Inc. | 0.03% | Reduce -10.5% | 2,766 | $472K |
| Birch Capital Management, LLC | 0.25% | Reduce -0.3% | 2,765 | $472K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -2.3% | 2,763 | $472K |
| Zhang Financial LLC | 0.02% | Reduce -7.3% | 2,744 | $468K |
| Cambria Investment Management, L.P. | 0.03% | New | 2,724 | $465K |
| Spire Wealth Management | 0.01% | Reduce -3.1% | 2,703 | $461K |
| Fortem Financial Group, LLC | 0.18% | New | 2,696 | $460K |
| Mather Group, Llc. | 0.01% | Add +3.2% | 2,675 | $457K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.8% | 2,592 | $456K |
| Cercano Management LLC | 0.01% | No change | 2,666 | $455K |
| Verity & Verity, LLC | 0.04% | Add +3.8% | 2,656 | $453K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -46.9% | 2,648 | $452K |
| Wedmont Private Capital | 0.02% | Add +2.5% | 2,871 | $451K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.5% | 2,610 | $446K |
| CSS LLC | 0.09% | New | 2,598 | $443K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.8% | 2,592 | $442K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.2% | 2,569 | $439K |
| Essex Financial Services, Inc. | 0.03% | Reduce -10.3% | 2,566 | $438K |
| Integrated Advisors Network LLC | 0.02% | Reduce -46.4% | 2,556 | $436K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.0% | 2,556 | $436K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 2,547 | $435K |
| Cigna Investments Inc. | 0.08% | Reduce -1.1% | 2,539 | $434K |
| Greenfield Savings Bank | 0.21% | No change | 2,535 | $433K |
| Fisher Asset Management | 0.00% | Add +14.0% | 2,533 | $432K |
| Harbour Investments, Inc. | 0.01% | Add +18.7% | 2,533 | $432K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.2% | 2,527 | $431K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +3.1% | 2,522 | $431K |
| Peachtree Investment Partners, LLC | 0.17% | No change | 2,520 | $430K |
| Berkshire Asset Management LLC | 0.02% | No change | 2,228 | $428K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | New | 2,500 | $427K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,500 | $427K |
| Old National Bancorp | 0.01% | Reduce -30.9% | 2,476 | $423K |
| Regions Financial Corp. | 0.00% | Reduce -5.5% | 2,447 | $418K |
| Kozak & Associates, Inc. | 0.10% | No change | 2,625 | $418K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,446 | $418K |
| TriaGen Wealth Management LLC | 0.15% | No change | 2,443 | $417K |
| Integrated Quantitative Investments LLC | 0.21% | No change | 2,440 | $417K |
| Allianz SE | 0.01% | New | 2,436 | $416K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +79.1% | 2,425 | $414K |
| Wedgewood Investors Inc. | 0.49% | Reduce -4.0% | 2,420 | $413K |
| Schrum Private Wealth Management LLC | 0.36% | No change | 2,407 | $411K |
| Atom Investors LP | 0.05% | Add +16.3% | 2,381 | $406K |
| Modera Wealth Management, LLC | 0.01% | Reduce -12.2% | 2,381 | $406K |
| Grandfield & Dodd, LLC | 0.03% | Add +0.0% | 2,376 | $406K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 2,364 | $403K |
| Romano Brothers and Company | 0.05% | No change | 2,346 | $400K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.8% | 2,340 | $399K |
| Graypoint LLC | 0.02% | Reduce -0.2% | 2,328 | $397K |
| Mgo One Seven LLC | 0.02% | Add +26.6% | 2,306 | $394K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +6.1% | 2,292 | $391K |
| First Interstate Bank | 0.02% | Reduce -5.8% | 2,273 | $388K |
| Sigma Planning Corp | 0.01% | Reduce -1.5% | 2,261 | $386K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.2% | 2,254 | $385K |
| Optas, LLC | 0.07% | Add +1.8% | 2,227 | $380K |
| Renaissance Group LLC | 0.02% | Reduce -14.4% | 2,222 | $379K |
| JBF Capital, Inc. | 0.07% | Reduce -26.7% | 2,200 | $376K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,098 | $375K |
| CX Institutional | 0.01% | Add +5.8% | 2,186 | $373K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.4% | 2,180 | $372K |
| Independent Solutions Wealth Management, LLC | 0.08% | Reduce -3.4% | 2,171 | $371K |
| Van Strum & Towne Inc. | 0.12% | New | 2,170 | $370K |
| J2 Capital Management Inc | 0.34% | New | 2,155 | $368K |
| Compound Planning, Inc. | 0.02% | No change | 2,139 | $365K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -7.8% | 2,278 | $365K |
| Ranch Capital Advisors Inc. | 0.17% | No change | 2,136 | $365K |
| Northeast Financial Consultants Inc | 0.02% | No change | 2,130 | $364K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | No change | 2,128 | $363K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +23.6% | 2,121 | $362K |
| Barlow Wealth Partners, LLC | 0.05% | No change | 1,940 | $359K |
| SouthState Bank Corp | 0.02% | Add +6.0% | 2,087 | $356K |
| Parkside Financial Bank & Trust | 0.04% | Add +12.2% | 2,073 | $354K |
| Walker Asset Management, LLC | 0.21% | Add +0.2% | 2,072 | $354K |
| CoreFirst Bank & Trust | 0.23% | No change | 2,071 | $354K |
| Acima Private Wealth, LLC | 0.13% | No change | 2,056 | $351K |
| Jump Financial, LLC | 0.01% | Add +20.2% | 2,048 | $350K |
| Welch & Forbes LLC | 0.00% | Add +2.6% | 2,048 | $350K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,036 | $348K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.4% | 2,036 | $347K |
| Western Wealth Management, LLC | 0.02% | Add +15.1% | 2,032 | $347K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,023 | $345K |
| First Western Trust Bank | 0.02% | No change | 2,023 | $345K |
| Pettee Investors, Inc. | 0.21% | Reduce -12.9% | 2,020 | $345K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,020 | $345K |
| Ellevest, Inc. | 0.02% | Add +8.4% | 2,017 | $344K |
| Csenge Advisory Group | 0.02% | Reduce -5.3% | 2,149 | $343K |
| CTC Alternative Strategies, Ltd. | 0.42% | Add +20.5% | 2,000 | $341K |
| JBGlobal.com LLC | 0.35% | Add +0.1% | 1,996 | $341K |
| Dakota Wealth Management | 0.01% | Reduce -25.2% | 1,993 | $340K |
| Independent Advisor Alliance | 0.01% | Add +19.4% | 1,992 | $340K |
| Quent Capital, LLC | 0.04% | Add +35.1% | 1,989 | $339K |
| Global Endowment Management, LP | 0.04% | Reduce -55.6% | 1,986 | $339K |
| PDS Planning, Inc | 0.03% | Add +5.2% | 1,971 | $336K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +3.9% | 1,786 | $336K |
| Legacy Advisors, LLC | 0.03% | Add +2.7% | 1,965 | $335K |
| Clarius Group, LLC | 0.02% | Reduce -1.7% | 1,953 | $333K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 1,949 | $333K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -10.4% | 1,942 | $332K |
| J. W. Coons Advisors, LLC | 0.09% | Add +21.3% | 1,938 | $331K |
| Astoria Portfolio Advisors LLC. | 0.11% | Reduce -42.4% | 1,841 | $329K |
| Valmark Advisers, Inc. | 0.01% | Reduce -10.3% | 1,923 | $328K |
| Aviso Wealth Management | 0.17% | No change | 1,920 | $328K |
| Inlet Private Wealth, LLC | 0.08% | Reduce -12.6% | 1,910 | $326K |
| Founders Financial Alliance, LLC | 0.08% | Add +0.2% | 1,910 | $326K |
| Peak Planning Group, LLC | 0.14% | No change | 1,901 | $325K |
| City State Bank | 0.11% | No change | 1,892 | $323K |
| Calamos Wealth Management LLC | 0.02% | Add +30.7% | 1,887 | $322K |
| Court Place Advisors, LLC | 0.11% | No change | 1,878 | $321K |
| Smartleaf Asset Management LLC | 0.03% | Add +4.0% | 2,000 | $318K |
| Advisor Resource Council | 0.03% | New | 2,069 | $316K |
| Vicus Capital | 0.03% | Add +1.1% | 1,848 | $316K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -6.0% | 1,848 | $315K |
| MBB Public Markets I LLC | 0.04% | New | 1,846 | $315K |
| IFP Advisors, Inc | 0.01% | Reduce -20.2% | 1,844 | $315K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Reduce -10.5% | 1,836 | $313K |
| Lee Danner & Bass Inc. | 0.03% | No change | 1,825 | $312K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,818 | $310K |
| Arkadios Wealth Advisors | 0.01% | Add +5.0% | 1,817 | $310K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.8% | 1,811 | $309K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.1% | 1,810 | $309K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.2% | 1,805 | $308K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +8.7% | 1,785 | $305K |
| AA Financial Advisors, LLC | 0.07% | Add +27.2% | 1,770 | $302K |
| Prepared Retirement Institute LLC | 0.19% | No change | 1,752 | $299K |
| True Link Financial Advisors, LLC | 0.02% | New | 1,749 | $299K |
| Cannell & Spears LLC | 0.01% | No change | 1,740 | $297K |
| Kraft, Davis & Associates, LLC | 0.10% | New | 1,716 | $297K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 1,723 | $295K |
| Hills Bank & Trust Co | 0.02% | No change | 1,724 | $294K |
| 44 Wealth Management LLC | 0.11% | Add +4.6% | 1,722 | $294K |
| Gries Financial LLC | 0.06% | Reduce -0.2% | 1,716 | $293K |
| N.E.W. Advisory Services LLC | 0.02% | New | 1,707 | $291K |
| First Bank & Trust | 0.06% | Reduce -3.2% | 1,703 | $291K |
| Aspire Private Capital, LLC | 0.07% | Reduce -29.9% | 1,683 | $287K |
| Burt Wealth Advisors | 0.07% | No change | 1,673 | $286K |
| Personal Cfo Solutions, LLC | 0.06% | New | 1,660 | $283K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 1,654 | $282K |
| PFG Investments, LLC | 0.02% | Reduce -8.0% | 1,648 | $281K |
| Sunflower Bank, N.A. | 0.08% | Reduce -1.0% | 1,645 | $281K |
| Americana Partners, LLC | 0.01% | No change | 1,627 | $278K |
| First Foundation Advisors | 0.01% | New | 1,619 | $276K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.9% | 1,621 | $276K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,615 | $276K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.2% | 1,605 | $274K |
| NDVR, Inc. | 0.28% | Reduce -2.3% | 1,603 | $274K |
| McLean Asset Management Corp | 0.09% | Add +0.6% | 1,843 | $273K |
| Versant Capital Management, Inc | 0.05% | Add +23.8% | 1,597 | $273K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -39.0% | 1,595 | $272K |
| GWN Securities Inc. | 0.02% | New | 1,398 | $271K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,567 | $267K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -30.3% | 1,566 | $267K |
| Brookstone Capital Management | 0.00% | Reduce -4.3% | 1,555 | $265K |
| CMC Financial Group | 0.60% | Add +18.8% | 1,553 | $265K |
| Waverly Advisors, LLC | 0.00% | New | 1,549 | $264K |
| Permanens Capital L.P. | 0.05% | New | 1,546 | $264K |
| S-Bank Fund Management Ltd | 0.05% | — | 1,541 | $263K |
| Conning Inc. | 0.01% | Add +18.0% | 1,540 | $263K |
| Prospera Financial Services Inc | 0.01% | Add +12.9% | 1,536 | $262K |
| Belpointe Asset Management LLC | 0.01% | Reduce -6.6% | 1,536 | $262K |
| Ascent Group, LLC | 0.01% | New | 1,533 | $262K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +4.5% | 1,516 | $259K |
| Capula Management Ltd | 0.00% | New | 1,513 | $258K |
| Journey Advisory Group, LLC | 0.02% | New | 1,511 | $258K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.5% | 1,505 | $257K |
| Roberts Glore & Co. Inc. | 0.08% | Reduce -2.0% | 1,500 | $256K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -0.7% | 1,471 | $251K |
| GTS Securities LLC | 0.01% | Reduce -4.5% | 1,470 | $251K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.2% | 1,468 | $251K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.7% | 1,466 | $250K |
| Park Place Capital Corp | 0.07% | Reduce -10.0% | 1,463 | $250K |
| Certuity, LLC | 0.03% | Add +0.7% | 1,460 | $249K |
| Pzena Investment Management LLC | 0.00% | New | 1,459 | $249K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +9.8% | 1,458 | $249K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +17.4% | 1,457 | $249K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,456 | $249K |
| Seed Wealth Management, Inc. | 0.20% | No change | 1,453 | $248K |
| Evergreen Capital Management LLC | 0.01% | New | 1,452 | $248K |
| Alta Advisers Ltd | 0.11% | New | 1,450 | $248K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,450 | $248K |
| Tanager Wealth Management LLP | 0.03% | Add +1.1% | 1,443 | $246K |
| Argent Trust Co | 0.01% | New | 1,440 | $246K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.8% | 1,422 | $243K |
| LRI Investments, LLC | 0.02% | No change | 1,411 | $241K |
| Bell Bank | 0.01% | No change | 1,408 | $240K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,407 | $240K |
| AF Advisors, Inc. | 0.05% | No change | 1,405 | $240K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.8% | 1,405 | $240K |
| Retirement Guys Formula LLC | 0.12% | Add +0.4% | 1,400 | $239K |
| Bridgewater Advisors Inc. | 0.02% | New | 1,280 | $237K |
| Gryphon Financial Partners LLC | 0.04% | New | 1,388 | $237K |
| Sandy Spring Bank | 0.01% | No change | 1,382 | $236K |
| Meyer Handelman Co. | 0.01% | No change | 1,380 | $236K |
| Saranac Partners Ltd | 0.14% | No change | 1,370 | $234K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -27.4% | 1,367 | $233K |
| ICONIQ Capital, LLC | 0.00% | New | 1,360 | $232K |
| Equity Investment Corp. | 0.01% | No change | 1,354 | $231K |
| Trust Point Inc. | 0.02% | Add +6.5% | 1,351 | $231K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Reduce -0.1% | 1,433 | $229K |
| Private Trust Co. NA | 0.02% | Add +4.0% | 1,344 | $229K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,343 | $229K |
| Charter Oak Capital Management, LLC | 0.02% | New | 1,334 | $228K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +5.5% | 1,334 | $228K |
| Lazard Asset Management LLC | 0.00% | Add +37.0% | 1,334 | $227K |
| SkyOak Wealth, LLC | 0.05% | New | 1,329 | $227K |
| Obsidian Personal Planning Solutions LLC | 0.10% | No change | 1,241 | $227K |
| Doheny Asset Management | 0.18% | Reduce -3.6% | 1,325 | $226K |
| Howard Capital Management, LLC | 0.01% | Reduce -13.5% | 1,322 | $226K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -18.5% | 1,321 | $225K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | Reduce -34.5% | 1,321 | $225K |
| Ostrum Asset Management | 0.01% | Reduce -2.6% | 1,321 | $225K |
| Lindbrook Capital, LLC | 0.02% | Add +39.0% | 1,320 | $225K |
| Scotia Capital Inc. | 0.00% | Reduce -10.7% | 1,319 | $225K |
| Camden National Bank | 0.03% | Reduce -31.9% | 1,315 | $224K |
| Bison Wealth, LLC | 0.02% | Add +1.5% | 1,308 | $223K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,306 | $223K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.1% | 1,301 | $222K |
| Lipe & Dalton | 0.12% | No change | 1,300 | $222K |
| Resonant Capital Advisors, LLC | 0.02% | New | 1,299 | $222K |
| Souders Financial Advisors | 0.03% | New | 1,298 | $222K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,296 | $221K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.4% | 1,281 | $219K |
| Trustmark Bank Trust Department | 0.02% | New | 1,278 | $218K |
| Proficio Capital Partners LLC | 0.02% | Add +5.9% | 1,278 | $218K |
| First Bancorp, Inc | 0.14% | Reduce -5.7% | 1,275 | $218K |
| Northwest Bancshares, Inc. | 0.04% | No change | 1,268 | $216K |
| Quantum Financial Advisors, LLC | 0.03% | Add +0.1% | 1,262 | $215K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.2% | 1,258 | $215K |
| Cove Private Wealth, LLC | 0.11% | No change | 1,250 | $213K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.05% | No change | 1,250 | $213K |
| One Wealth Advisors, LLC | 0.03% | Reduce -33.0% | 1,242 | $212K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 1,239 | $211K |
| Brookwood Investment Group LLC | 0.04% | — | 1,237 | $211K |
| Silverlake Wealth Management LLC | 0.08% | No change | 1,236 | $211K |
| First Manhattan Co. Llc. | 0.00% | New | 1,233 | $210K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.5% | 1,229 | $209K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,223 | $209K |
| SageView Advisory Group, LLC | 0.01% | Reduce -19.9% | 1,221 | $208K |
| Clear Creek Financial Management, LLC | 0.02% | Add +0.7% | 1,218 | $208K |
| Daymark Wealth Partners, LLC | 0.01% | Add +4.0% | 1,217 | $208K |
| Jain Global LLC | 0.00% | New | 1,200 | $205K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -3.7% | 1,186 | $203K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 1,187 | $203K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -13.8% | 1,186 | $202K |
| Virtus Advisers, LLC | 0.13% | Reduce -84.3% | 1,180 | $201K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.4% | 1,174 | $200K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,150 | $196K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 1,142 | $195K |
| Lanark Financial, Inc. | 0.02% | — | 1,142 | $194K |
| Plato Investment Management Ltd | 0.02% | New | 1,108 | $191K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +0.1% | 1,048 | $179K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -9.7% | 1,031 | $176K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +11.3% | 1,025 | $175K |
| American National Bank & Trust | 0.02% | No change | 1,008 | $172K |
| Cohen & Steers, Inc. | 0.00% | New | 1,000 | $171K |
| Eastern Bank | 0.00% | Reduce -4.0% | 943 | $161K |
| FWL Investment Management, LLC | 0.06% | No change | 905 | $154K |
| Key Financial Inc | 0.03% | No change | 869 | $148K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -24.6% | 864 | $147K |
| Smithfield Trust Co | 0.01% | Add +3.6% | 851 | $146K |
| Paradigm Asset Management Co. LLC | 0.04% | No change | 789 | $135K |
| Cromwell Holdings LLC | 0.09% | Add +1.6% | 783 | $134K |
| Atwood & Palmer Inc. | 0.01% | No change | 750 | $128K |
| CVA Family Office, LLC | 0.02% | Add +8.6% | 742 | $127K |
| Global Financial Private Client, LLC | 0.05% | Add +3.2% | 732 | $125K |
| Nalls Sherbakoff Group, LLC | 0.10% | — | 700 | $119K |
| Walleye Capital LLC | 0.00% | Reduce -95.6% | 692 | $118K |
| Larson Financial Group LLC | 0.01% | Add +49.2% | 685 | $117K |
| Assetmark, Inc. | 0.00% | Reduce -1.0% | 670 | $114K |
| Piscataqua Savings Bank | 0.10% | Reduce -8.4% | 650 | $111K |
| Sentry Investment Management LLC | 0.07% | Reduce -23.0% | 720 | $109K |
| Tsfg, LLC | 0.02% | Add +222.7% | 626 | $107K |
| Tortoise Investment Management, LLC | 0.01% | No change | 609 | $104K |
| McIlrath & Eck, LLC | 0.01% | Reduce -18.6% | 606 | $103K |
| North Star Investment Management Corp. | 0.01% | No change | 599 | $102K |
| Blue Trust, Inc. | 0.00% | Add +57.1% | 597 | $102K |
| Deseret Mutual Benefit Administrators | 0.05% | Reduce -8.9% | 583 | $100K |
| Archer Investment Corp | 0.03% | No change | 579 | $99K |
| Clearstead Advisors, LLC | 0.00% | Reduce -65.0% | 574 | $98K |
| Covestor Ltd | 0.06% | Reduce -5.8% | 571 | $97K |
| S&T Bank | 0.03% | Add +1.6% | 566 | $97K |
| St Germain D J Co. Inc. | 0.00% | No change | 565 | $96K |
| Rise Advisors, LLC | 0.04% | Reduce -2.3% | 550 | $94K |
| Hemington Wealth Management | 0.01% | Add +7.8% | 542 | $92K |
| Wealth Preservation Advisors, LLC | 0.06% | — | 515 | $88K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 510 | $87K |
| Arax Advisory Partners | 0.01% | Add +13.2% | 489 | $83K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 469 | $81K |
| First PREMIER Bank | 0.02% | Reduce -14.2% | 453 | $77K |
| Y.D. More Investments Ltd | 0.01% | Add +10.6% | 448 | $76K |
| Adirondack Trust Co. | 0.03% | No change | 440 | $75K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 392 | $75K |
| Zions Bancorporation, National Association | 0.00% | — | 420 | $72K |
| Asset Dedication, LLC | 0.01% | No change | 406 | $69K |
| Webster Bank, N. A. | 0.01% | No change | 403 | $69K |
| Millstone Evans Group, LLC | 0.05% | No change | 400 | $68K |
| CNB Bank | 0.03% | No change | 400 | $68K |
| Centennial Bank | 0.03% | No change | 400 | $68K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 400 | $68K |
| GeoWealth Management, LLC | 0.00% | Reduce -52.0% | 394 | $67K |
| BankPlus Trust Department | 0.02% | No change | 390 | $67K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -41.9% | 389 | $66K |
| Ofi Invest Asset Management | 0.00% | New | 411 | $65K |
| Johnson Financial Group, Inc. | 0.00% | No change | 374 | $64K |
| Anchor Investment Management, LLC | 0.01% | No change | 371 | $63K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 369 | $63K |
| Longfellow Investment Management Co. LLC | 0.01% | New | 353 | $60K |
| Stephens Consulting, LLC | 0.01% | No change | 350 | $60K |
| Grove Bank & Trust | 0.01% | Add +71.4% | 348 | $59K |
| 2UniFi Bank | 0.04% | No change | 304 | $59K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 330 | $56K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 318 | $54K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 317 | $54K |
| Bayforest Capital Ltd | 0.02% | Reduce -54.3% | 313 | $53K |
| West Paces Advisors Inc. | 0.01% | No change | 311 | $53K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -2.9% | 306 | $52K |
| Perkins Coie Trust Co | 0.01% | Add +0.4% | 281 | $48K |
| Compass Financial Services Inc | 0.03% | No change | 280 | $48K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 272 | $46K |
| Evermay Wealth Management LLC | 0.01% | No change | 268 | $46K |
| Wayfinding Financial, LLC | 0.02% | New | 264 | $45K |
| CoreCap Advisors, LLC | 0.00% | Add +8.7% | 262 | $45K |
| Heritage Wealth Advisors | 0.00% | No change | 260 | $44K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.4% | 259 | $44K |
| Riverview Trust Co | 0.04% | Reduce -1.9% | 257 | $44K |
| Walleye Trading LLC | 0.00% | New | 253 | $43K |
| JFS Wealth Advisors, LLC | 0.00% | Add +18.4% | 251 | $43K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -6.1% | 247 | $42K |
| Centerpoint Advisors, LLC | 0.02% | No change | 243 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 233 | $40K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.3% | 220 | $38K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +2.3% | 220 | $38K |
| Flaharty Asset Management, LLC | 0.01% | New | 218 | $37K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.0% | 219 | $37K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -9.6% | 217 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.8% | 213 | $36K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +133.0% | 212 | $36K |
| Leonteq Securities AG | 0.00% | Add +19.0% | 207 | $35K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -10.4% | 206 | $35K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.2% | 201 | $34K |
| Hoese & Co LLP | 0.03% | No change | 201 | $34K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $34K |
| PSI Advisors, LLC | 0.01% | No change | 200 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -23.5% | 199 | $34K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 198 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +12.8% | 194 | $33K |
| Mattson Financial Services, LLC | 0.01% | No change | 194 | $33K |
| Addison Advisors LLC | 0.01% | Add +15.7% | 192 | $33K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +1.1% | 190 | $32K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 189 | $32K |
| ESL Trust Services, LLC | 0.01% | No change | 180 | $31K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 173 | $30K |
| Meeder Asset Management Inc. | 0.00% | Add +107.4% | 168 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +12.0% | 168 | $29K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 165 | $28K |
| WPG Advisers, LLC | 0.03% | Add +82.2% | 164 | $28K |
| Sachetta, LLC | 0.01% | Reduce -4.3% | 154 | $26K |
| MV Capital Management, Inc. | 0.00% | Add +3.4% | 154 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -1.9% | 153 | $26K |
| Ascentis Wealth Management, LLC | 0.01% | New | 150 | $26K |
| Legacy Bridge, LLC | 0.01% | No change | 150 | $26K |
| First United Bank & Trust | 0.01% | No change | 150 | $26K |
| Creekmur Asset Management LLC | 0.01% | Reduce -3.2% | 150 | $26K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 150 | $26K |
| Opal Wealth Advisors, LLC | 0.01% | New | 146 | $25K |
| First Command Advisory Services, Inc. | 0.00% | No change | 145 | $25K |
| Valued Wealth Advisors LLC | 0.01% | Add +6.6% | 145 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -4.1% | 141 | $24K |
| GW&K Investment Management, LLC | 0.00% | Add +20.5% | 135 | $23K |
| Bogart Wealth, LLC | 0.00% | Add +5.7% | 131 | $22K |
| Bfsg, LLC | 0.00% | Reduce -35.0% | 130 | $22K |
| Roble, Belko & Company, Inc | 0.00% | No change | 129 | $22K |
| Solstein Capital, LLC | 0.01% | No change | 128 | $22K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 128 | $22K |
| ORG Partners LLC | 0.01% | Reduce -15.3% | 127 | $22K |
| Compass Wealth Management LLC | 0.01% | No change | 125 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 120 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -7.0% | 120 | $20K |
| Avion Wealth | 0.00% | No change | 113 | $19K |
| Peoples Financial Services Corp. | 0.01% | No change | 109 | $19K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 108 | $18K |
| Towne Trust Company, N.A | 0.01% | No change | 107 | $18K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 100 | $17K |
| Olistico Wealth, LLC | 0.01% | No change | 100 | $17K |
| GS Investments, Inc. | 0.01% | No change | 100 | $17K |
| City Holding Co. | 0.00% | Reduce -50.0% | 100 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $17K |
| Coston, McIsaac & Partners | 0.01% | Reduce -13.8% | 100 | $17K |
| TrinityBridge Ltd | 0.00% | No change | 100 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 99 | $17K |
| Saudi Central Bank | 0.09% | New | 99 | $17K |
| Colonial Trust Co / SC | 0.00% | Reduce -1.0% | 96 | $16K |
| Gen-Wealth Partners Inc | 0.01% | No change | 95 | $16K |
| Valley National Advisers Inc. | 0.00% | Add +2.1% | 95 | $16K |
| Manchester Capital Management LLC | 0.00% | Add +13.6% | 92 | $16K |
| NewSquare Capital LLC | 0.00% | Add +333.3% | 91 | $16K |
| Peoples Bank | 0.01% | Reduce -25.0% | 90 | $15K |
| Whipplewood Advisors, LLC | 0.01% | Add +16.7% | 105 | $15K |
| High Note Wealth, LLC | 0.00% | No change | 88 | $15K |
| Fortitude Family Office, LLC | 0.01% | No change | 87 | $15K |
| Curat Global, LLC | 0.02% | — | 85 | $15K |
| American Capital Advisory, LLC | 0.01% | Add +10.7% | 83 | $14K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -13.5% | 83 | $14K |
| Albion Financial Group | 0.00% | No change | 82 | $14K |
| Sierra Ocean, LLC | 0.01% | Add +20.6% | 76 | $13K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.6% | 76 | $13K |
| Concord Wealth Partners | 0.00% | No change | 76 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 75 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.0% | 66 | $11K |
| Clark Wealth Partners | 0.01% | Add +78.4% | 66 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 61 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +103.7% | 55 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 54 | $9K |
| Activest Wealth Management | 0.00% | Add +2600.0% | 54 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 54 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -52.7% | 53 | $9K |
| Binnacle Investments Inc | 0.01% | — | 50 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $9K |
| Estabrook Capital Management | 0.00% | No change | 50 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 50 | $9K |
| Gladstone Capital Management LLP | 0.00% | No change | 49 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 49 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -31.3% | 46 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 44 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 40 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 40 | $7K |
| North Capital, Inc. | 0.01% | — | 38 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 38 | $6K |
| Vision Financial Markets LLC | 0.01% | New | 35 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -14.6% | 35 | $6K |
| Creative Financial Designs Inc. | 0.00% | Add +12.9% | 35 | $6K |
| 10Elms LLP | 0.01% | No change | 31 | $5K |
| TFC Financial Management, Inc. | 0.00% | No change | 30 | $5K |
| Byrne Asset Management LLC | 0.00% | Add +7.1% | 30 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -14.7% | 29 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $5K |
| WealthTrak Capital Management LLC | 0.00% | Add +154.6% | 28 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -51.8% | 27 | $5K |
| Tompkins Financial Corp. | 0.00% | New | 26 | $4K |
| Country Trust Bank | 0.00% | New | 26 | $4K |
| Red Tortoise LLC | 0.00% | No change | 26 | $4K |
| First Pacific Financial | 0.00% | New | 25 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 25 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 24 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -42.9% | 24 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -37.8% | 23 | $4K |
| Greenline Partners, LLC | 0.00% | New | 21 | $4K |
| Garde Capital, Inc. | 0.00% | New | 20 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 19 | $3K |
| Abound Wealth Management | 0.00% | Reduce -40.0% | 18 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 18 | $3K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 15 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -95.0% | 17 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -39.3% | 17 | $3K |
| Nvwm, LLC | 0.00% | Add +14.3% | 16 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 16 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 16 | $3K |
| Dagco, Inc. | 0.00% | New | 12 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +83.3% | 11 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 11 | $2K |
| True Wealth Design, LLC | 0.00% | New | 9 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| TD Capital Management LLC | 0.00% | No change | 8 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 8 | $1K |
| Winnacle Wealth LLC | 0.00% | Add +60.0% | 8 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 7 | $1K |
| Accordant Advisory Group Inc | 0.00% | New | 7 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 7 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 7 | $1K |
| Trust Co | 0.00% | No change | 7 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| WestEnd Advisors, LLC | 0.00% | Add +133.3% | 7 | $1K |
| Redwood Park Advisors LLC | 0.00% | No change | 6 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 7 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 5 | $854 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $854 |
| HFM Investment Advisors, LLC | 0.00% | — | 5 | $854 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $853 |
| Copeland Capital Management, LLC | 0.00% | No change | 5 | $853 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 3 | $502 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.3% | 2 | $341 |
| Transce3nd, LLC | 0.00% | No change | 2 | $341 |
| Global Wealth Strategies & Associates | 0.00% | No change | 2 | $341 |
"% of holder's portfolio" is DFS's weight in each manager's 13F, not the share of Discover Financial Services the manager owns.