Quest DiagnosticsDGX

13F holders, Q1 2025 (March 31)
969holders +73
126new positions
60sold out
7famous investors
$169.15avg. 13F price*

At the end of Q1 2025, 969 institutions reported holding Quest Diagnostics Inc. (DGX) in their 13F filings, up 73 from Q4 2024. 126 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.7B) and T. Rowe Price Associates Inc. ($1.0B). 7 famous investors held it, including Jeremy Grantham (1.1% of GMO's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Quest Diagnostics Inc.
Sector
Health Care
CUSIP
74834L100
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 817Q1 2024Q2 2024: 838Q2 2024Q3 2024: 848Q3 2024Q4 2024: 896Q4 2024Q1 2025: 969Q1 2025Q2 2025: 991Q2 2025Q3 2025: 1,006Q3 2025Q4 2025: 1,050Q4 2025Q1 2026: 1,069Q1 2026Q2 2026: 1,111Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions126$637.3M
Exits60$67.9M

All 13F filers, Q4 2024 → Q1 2025: 10,229,406 shares bought and 6,283,760 shares sold, net +3,945,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 969 holders

Vanguard Group Inc. 0.04% Reduce -0.2% 13,936,716 $2.4B
BlackRock, Inc. 0.04% Reduce -0.3% 10,097,310 $1.7B
T. Rowe Price Associates Inc. 0.13% Add +9.0% 5,984,238 $1.0B
State Street Corp. 0.04% Reduce -0.8% 5,176,859 $875.9M
JPMorgan Chase & Co. 0.05% Add +54.9% 3,769,938 $637.9M
Victory Capital Management Inc. 0.55% Reduce -6.7% 3,133,527 $530.2M
Geode Capital Management, LLC 0.04% Add +3.1% 2,774,154 $467.9M
Davis Selected Advisers 2.33% Reduce -0.4% 2,388,302 $404.1M
Boston Partners 0.47% New 2,295,746 $388.7M
GMO 1.07% Reduce -11.6% 2,006,545 $339.5M
Dimensional Fund Advisors LP 0.08% Reduce -6.3% 1,912,560 $323.6M
Morgan Stanley 0.02% Add +8.8% 1,785,118 $302.0M
Wells Fargo & Company 0.07% Add +24.9% 1,772,330 $299.9M
Wellington Management Group LLP 0.06% Reduce -1.4% 1,758,265 $297.5M
Norges Bank 0.03% Add +1.4% 1,289,412 $218.2M
Invesco Ltd. 0.04% Reduce -7.6% 1,276,732 $216.0M
Nordea Investment Management AB 0.22% Add +139.8% 1,256,631 $212.8M
Fiduciary Management Inc. 2.05% Reduce -3.9% 1,251,402 $211.7M
American Century Companies Inc. 0.13% Reduce -20.5% 1,211,911 $205.1M
Alliancebernstein L.P. 0.07% Add +7.7% 1,177,572 $199.2M
Bank of America Corp. 0.02% Add +63.7% 1,173,203 $198.5M
Northern Trust Corp. 0.03% Reduce -2.1% 1,171,804 $198.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +1.1% 1,013,030 $171.4M
FMR LLC 0.01% Reduce -13.7% 981,350 $166.0M
Ameriprise Financial Inc. 0.04% Add +0.6% 961,154 $162.6M
UBS Group AG 0.04% Reduce -2.4% 941,712 $159.3M
Bank of New York Mellon Corp 0.03% Reduce -1.4% 869,349 $147.1M
Legal & General Group Plc 0.04% Add +1.9% 758,796 $128.4M
DekaBank Deutsche Girozentrale 0.25% Add +2.3% 765,938 $127.1M
Goldman Sachs Group Inc. 0.02% Reduce -18.3% 746,037 $126.2M
Charles Schwab Investment Management Inc. 0.02% Add +0.6% 740,838 $125.3M
Neuberger Berman Group LLC 0.09% Add +868.3% 636,523 $107.7M
Deutsche Bank AG 0.04% Reduce -11.0% 592,527 $100.3M
Amundi 0.04% Reduce -27.0% 580,353 $99.0M
Principal Financial Group Inc. 0.05% Add +4.6% 568,356 $96.2M
Raymond James Financial Inc. 0.04% Add +22.9% 549,242 $92.9M
Crawford Investment Counsel Inc. 1.50% Reduce -2.9% 499,180 $84.5M
Royal Bank of Canada 0.02% Add +53.4% 495,654 $83.9M
California Public Employees Retirement System 0.06% Reduce -2.4% 491,284 $83.1M
Marshall Wace, LLP 0.11% Reduce -39.3% 483,287 $81.8M
First Trust Advisors LP 0.07% Reduce -5.4% 466,461 $78.9M
Qube Research & Technologies Ltd 0.11% Reduce -2.5% 437,346 $74.0M
Van Lanschot Kempen Investment Management N.V. 0.76% Reduce -16.2% 431,300 $73.0M
Allianz Asset Management GmbH 0.10% Reduce -25.3% 389,055 $65.8M
Barclays PLC 0.03% Add +46.6% 387,499 $65.6M
Woodline Partners LP 0.42% Reduce -24.6% 380,700 $64.4M
BNP Paribas Financial Markets 0.05% Reduce -33.1% 367,330 $62.2M
CANADA LIFE ASSURANCE Co 0.11% Add +2.5% 355,717 $60.3M
Envestnet Asset Management Inc. 0.02% Add +22.4% 346,637 $58.7M
Nuveen, LLC 0.02% — 328,530 $55.6M
Bahl & Gaynor LLC 0.27% Add +15.9% 314,857 $53.3M
Swiss National Bank 0.04% Add +0.1% 314,800 $53.3M
Macquarie Group Ltd. 0.06% Reduce -14.0% 307,869 $52.1M
M&G PLC 0.33% Reduce -6.2% 300,897 $50.9M
Rhumbline Advisers 0.05% Add +2.7% 287,218 $48.6M
Candriam S.C.A. 0.30% Add +66.2% 278,656 $47.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.4% 278,180 $47.1M
Pictet Asset Management Holding SA 0.05% Reduce -13.2% 261,583 $44.3M
Advisors Capital Management, LLC 0.66% Add +2.8% 251,255 $42.5M
HSBC Holdings PLC 0.03% Reduce -5.3% 229,709 $38.8M
Schroder Investment Management Group 0.04% Add +198.9% 231,133 $38.7M
National Pension Service 0.04% Add +4.0% 227,378 $38.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.3% 225,204 $38.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -1.6% 219,726 $37.2M
Bank of Montreal 0.02% Reduce -6.0% 212,258 $35.9M
Balyasny Asset Management L.P. 0.09% Add +84.1% 207,256 $35.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +11.5% 197,835 $33.5M
Copeland Capital Management, LLC 0.67% Reduce -1.5% 196,262 $33.2M
Wedge Capital Management L L P 0.63% Add +6.1% 192,370 $32.5M
Coho Partners, Ltd. 1.86% New 182,263 $30.8M
Cookson Peirce & Co. Inc. 1.47% New 172,652 $29.2M
California State Teachers Retirement System 0.04% Reduce -0.5% 170,781 $28.9M
APG Asset Management N.V. 0.09% Reduce -8.2% 179,834 $28.2M
Pathstone Holdings, LLC 0.12% Add +270.7% 164,321 $27.8M
Massachusetts Financial Services Co. 0.01% Reduce -0.2% 158,749 $26.9M
Squarepoint Ops LLC 0.06% Add +4836.1% 154,994 $26.2M
Sei Investments Co. 0.03% Reduce -7.4% 146,636 $24.8M
AEGON ASSET MANAGEMENT UK Plc 0.35% Reduce -1.5% 142,613 $24.1M
Citigroup Inc. 0.02% Add +47.2% 140,488 $23.8M
Achmea Investment Management B.V. 0.34% Reduce -1.2% 136,466 $23.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.17% — 136,048 $23.0M
Citadel Advisors 0.02% New 136,043 $23.0M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +411.0% 133,077 $22.5M
Stifel Financial Corp. 0.02% Reduce -0.1% 126,000 $21.3M
8 Knots Management, LLC 2.64% New 123,555 $20.9M
Robeco Institutional Asset Management B.V. 0.04% Add +3.8% 121,732 $20.6M
Causeway Capital Management LLC 0.43% Reduce -60.5% 120,400 $20.4M
Willis Investment Counsel 1.37% No change 120,100 $20.3M
Tocqueville Asset Management L.P. 0.32% Reduce -6.8% 113,853 $19.3M
Natixis Advisors, LLC 0.04% Add +7.9% 112,232 $19.0M
Chevy Chase Trust Holdings, LLC 0.06% Add +10.2% 112,130 $19.0M
Silvercrest Asset Management Group LLC 0.13% Add +33.9% 108,070 $18.3M
State Board of Administration of Florida Retirement System 0.03% No change 103,895 $17.6M
TD Asset Management Inc 0.02% Add +7.1% 102,530 $17.3M
Foundry Partners, LLC 0.92% Reduce -5.4% 102,473 $17.3M
Heartland Advisors Inc. 1.00% Reduce -34.0% 102,472 $17.3M
Financial Counselors Inc. 0.26% Reduce -1.6% 99,631 $16.9M
RTW Investments, LP 0.26% New 98,997 $16.8M
Distillate Capital Partners LLC 0.85% Reduce -6.4% 98,351 $16.6M
Schwartz Investment Counsel Inc. 0.56% No change 95,900 $16.2M
Glenmede Trust Co. NA 0.09% Reduce -3.2% 94,623 $16.0M
State of Wisconsin Investment Board 0.04% Add +19.7% 91,426 $15.5M
Storebrand Asset Management As 0.05% Reduce -16.0% 90,243 $15.3M
Isthmus Partners, LLC 1.90% Reduce -0.8% 89,874 $15.2M
Aberdeen Group plc 0.03% Reduce -79.5% 89,084 $15.0M
CHURCHILL MANAGEMENT Corp 0.19% New 88,416 $15.0M
New York State Teachers Retirement System 0.03% Reduce -0.9% 86,497 $14.6M
Jane Street Group, LLC 0.03% Add +355.1% 85,894 $14.5M
ABN AMRO Bank N.V. 0.20% Add +4.5% 85,964 $14.5M
Swedbank AB 0.02% No change 84,863 $14.4M
Boston Trust Walden Corp 0.10% Add +16.2% 84,725 $14.3M
Aviva PLC 0.03% Add +17.9% 83,854 $14.2M
Abn Amro Investment Solutions 0.30% Add +13.9% 83,713 $14.2M
JGP Wealth Management, LLC 1.85% Reduce -16.9% 83,017 $14.0M
Brandywine Global Investment Management, LLC 0.10% Reduce -6.5% 80,738 $13.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -23.9% 78,973 $13.4M
Credit Agricole S A 0.05% Add +86.5% 76,933 $13.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -0.2% 76,752 $13.0M
QRG Capital Management, Inc. 0.13% Add +2.7% 75,649 $12.8M
National Bank of Canada 0.01% Add +43.3% 74,888 $12.7M
Mercer Global Advisors Inc. 0.03% Add +7.0% 74,014 $12.5M
Treasurer of the State of North Carolina 0.05% Reduce -3.9% 73,269 $12.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -62.6% 72,624 $12.3M
Public Employees Retirement System of Ohio 0.04% Add +25.5% 72,552 $12.3M
CIBC Asset Management Inc 0.04% Add +76.0% 69,018 $11.7M
Cambiar Investors LLC 0.49% Reduce -13.4% 68,730 $11.6M
Prudential PLC 0.06% Reduce -0.3% 67,229 $11.4M
Exencial Wealth Advisors, LLC 0.42% Reduce -0.2% 67,179 $11.4M
Becker Capital Management Inc. 0.37% Reduce -10.2% 66,206 $11.2M
Franklin Resources Inc. 0.00% Add +12.2% 64,098 $10.8M
LPL Financial LLC 0.00% Add +27.5% 63,955 $10.8M
Sit Investment Associates Inc. 0.25% Reduce -15.7% 63,350 $10.7M
Russell Investments Group, Ltd. 0.01% Reduce -10.5% 63,080 $10.7M
Parkman Healthcare Partners LLC 1.26% Reduce -30.7% 62,593 $10.6M
Commonwealth Equity Services, LLC 0.01% Add +116.5% 61,406 $10.4M
New York State Common Retirement Fund 0.02% Reduce -40.1% 60,682 $10.3M
Prudential Financial Inc. 0.01% Reduce -81.9% 60,080 $10.2M
Danske Bank A/S 0.03% Add +14.6% 58,959 $10.0M
Ivy Lane Capital Management, LLC 5.81% No change 57,000 $9.6M
Artia Global Partners LP 2.81% New 56,717 $9.6M
Atwater Malick LLC 3.24% Add +2.7% 56,648 $9.6M
Danica Pension, Livsforsikringsaktieselskab 0.19% No change 56,440 $9.5M
Focus Partners Wealth 0.02% Add +10.2% 55,607 $9.4M
Truist Financial Corp. 0.01% Add +161.7% 55,272 $9.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -4.5% 55,055 $9.3M
AQR Capital Management 0.01% Reduce -62.7% 54,652 $9.2M
Blair William & Co. 0.03% Add +31.0% 52,621 $8.9M
Mariner, LLC 0.01% Add +0.4% 52,372 $8.9M
Adams Diversified Equity Fund, Inc. 0.35% New 52,100 $8.8M
Ensign Peak Advisors, Inc 0.02% Reduce -4.0% 51,122 $8.6M
Hilton Capital Management, LLC 0.73% Add +1.6% 51,059 $8.6M
Royal London Asset Management Ltd. 0.02% Reduce -7.5% 48,793 $8.3M
Nomura Asset Management Co. Ltd. 0.02% Add +8.2% 47,190 $8.0M
Intech Investment Management LLC 0.08% Reduce -20.7% 46,620 $7.9M
State of Tennessee, Department of Treasury 0.03% Add +52.0% 46,449 $7.9M
Knights of Columbus Asset Advisors LLC 0.54% Add +4.4% 46,394 $7.8M
Olstein Capital Management, L.P. 1.43% Reduce -15.2% 46,000 $7.8M
AMF Tjanstepension AB 0.06% No change 45,105 $7.6M
Asset Management One Co., Ltd. 0.03% Reduce -0.3% 44,729 $7.6M
Vontobel Holding Ltd. 0.03% Reduce -7.3% 43,875 $7.4M
Resona Asset Management Co.,Ltd. 0.04% Add +6.2% 43,740 $7.4M
Cerity Partners LLC 0.01% Add +9.7% 42,319 $7.2M
FineMark National Bank & Trust 0.26% Reduce -0.5% 41,893 $7.1M
Bokf, NA 0.12% Reduce -4.8% 41,500 $7.0M
Nicholas Company, Inc. 0.12% Reduce -11.5% 41,061 $6.9M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -7.5% 40,845 $6.9M
KLP Kapitalforvaltning As 0.03% Add +10.4% 40,303 $6.8M
GHP Investment Advisors, Inc. 0.33% Add +5.2% 40,164 $6.8M
Swiss Life Asset Management Ltd 0.05% Reduce -27.0% 39,878 $6.7M
Te Ahumairangi Investment Management Ltd 1.40% Reduce -9.6% 39,054 $6.6M
Toronto Dominion Bank 0.02% Reduce -34.6% 39,016 $6.6M
SVB Wealth LLC 0.27% Reduce -43.1% 39,015 $6.6M
Comerica Bank 0.03% Add +4.8% 38,857 $6.6M
Trexquant Investment LP 0.07% Add +88.0% 37,916 $6.4M
Capital Wealth Planning, LLC 0.06% Reduce -2.6% 37,718 $6.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 37,713 $6.4M
Oppenheimer & Co. Inc. 0.10% Reduce -15.3% 37,691 $6.4M
Canada Post Corp Registered Pension Plan 2.75% Add +1729.4% 36,790 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -40.5% 36,732 $6.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -8.7% 34,692 $5.9M
Corient Private Wealth LP 0.01% Reduce -10.9% 34,297 $5.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +36.8% 34,220 $5.8M
Level Four Advisory Services, LLC 0.24% Reduce -6.0% 33,955 $5.7M
Verition Fund Management LLC 0.03% Add +43.5% 33,894 $5.7M
Trillium Asset Management, LLC 0.16% Reduce -3.6% 33,815 $5.7M
Voya Investment Management LLC 0.01% Add +0.8% 33,758 $5.7M
Atom Investors LP 0.69% New 33,374 $5.6M
KBC Group NV 0.02% Add +6.1% 33,342 $5.6M
State of Michigan Retirement System 0.03% Reduce -0.6% 32,717 $5.5M
Korea Investment CORP 0.01% Reduce -26.8% 32,429 $5.5M
Arizona State Retirement System 0.03% Reduce -0.2% 32,278 $5.5M
American Assets Investment Management, LLC 0.47% No change 32,000 $5.4M
Argent Trust Co 0.22% Add +1.0% 31,645 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.6% 30,825 $5.2M
Foster & Motley Inc. 0.33% Reduce -5.4% 30,629 $5.2M
Advisors Asset Management, Inc. 0.09% Reduce -21.4% 29,299 $5.0M
Bridgewater Associates 0.02% Add +33.7% 29,268 $5.0M
HighTower Advisors, LLC 0.01% Add +1.9% 28,936 $4.9M
MetLife Investment Management, LLC 0.03% Reduce -2.4% 28,828 $4.9M
TD Waterhouse Canada Inc. 0.04% New 28,526 $4.8M
Cibc World Market Inc. 0.01% Add +29.2% 28,271 $4.8M
Handelsbanken Fonder AB 0.02% Reduce -1.5% 28,048 $4.7M
SGL Investment Advisors, Inc. 2.46% Reduce -2.8% 26,715 $4.7M
Clean Yield Group 1.52% Add +4.5% 27,624 $4.7M
Quantinno Capital Management LP 0.03% Add +44.7% 27,417 $4.6M
Van Eck Associates Corp. 0.01% Add +13.2% 27,384 $4.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.3% 27,221 $4.6M
Auxier Asset Management LLC 0.68% Reduce -2.5% 26,902 $4.6M
Generali Asset Management SPA SGR 0.11% Reduce -10.2% 26,617 $4.5M
Ostrum Asset Management 0.23% Reduce -15.9% 26,156 $4.4M
Palumbo Wealth Management LLC 1.46% Add +18.7% 25,856 $4.4M
Pine Valley Investments Ltd Liability Co 0.28% Reduce -18.1% 25,760 $4.4M
Jefferies Financial Group Inc. 0.08% Add +2.8% 25,601 $4.3M
Corebridge Financial, Inc. 0.02% Reduce -3.5% 25,504 $4.3M
Czech National Bank 0.04% Add +5.3% 25,495 $4.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.0% 25,384 $4.3M
Occidental Asset Management, LLC 0.65% Add +4.2% 25,350 $4.3M
&partners 0.05% Reduce -7.3% 25,576 $4.3M
LMR Partners LLP 0.12% Reduce -34.6% 25,283 $4.3M
PGGM Investments 0.06% No change 25,230 $4.3M
UMB Bank, n.a. 0.07% Add +3.2% 24,797 $4.2M
Retirement Systems of Alabama 0.02% Reduce -1.3% 23,853 $4.0M
US Bancorp \de 0.01% Reduce -3.4% 23,562 $4.0M
Sanctuary Advisors, LLC 0.03% Add +9.3% 23,372 $4.0M
Wealthfront Advisers LLC 0.01% Reduce -0.8% 23,281 $3.9M
Bremer Bank National Association 0.70% New 23,161 $3.9M
Soltis Investment Advisors LLC 0.35% New 23,059 $3.9M
Osaic Holdings, Inc. 0.01% Add +50.4% 23,034 $3.9M
Cetera Investment Advisers 0.01% Add +25.0% 23,006 $3.9M
Manning & Napier Advisors LLC 0.05% Reduce -11.0% 22,877 $3.9M
Toth Financial Advisory Corp. 0.46% Add +4.9% 22,369 $3.8M
Tredje AP-fonden 0.04% Add +155.4% 22,340 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +3.7% 22,324 $3.8M
Forsta Ap-Fonden 0.03% Reduce -5.1% 22,300 $3.8M
MassMutual Private Wealth & Trust, FSB 0.11% Reduce -0.9% 22,105 $3.7M
IFM Investors Pty Ltd 0.04% Add +4.2% 21,735 $3.7M
Wasatch Advisors LP 0.02% Reduce -29.4% 21,647 $3.7M
LBP Am SA 0.06% Reduce -3.7% 21,632 $3.7M
Amalgamated Bank 0.03% Add +0.8% 21,624 $3.7M
Janus Henderson Group PLC 0.00% Add +58.4% 21,672 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +0.1% 21,343 $3.6M
Dean Investment Associates, LLC 0.53% Add +3.5% 21,112 $3.6M
Sequoia Financial Advisors, LLC 0.03% Add +7.0% 21,030 $3.6M
Cwm, LLC 0.01% Reduce -3.3% 21,026 $3.6M
Simplify Asset Management Inc. 0.16% New 20,671 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.4% 20,574 $3.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -1.4% 20,574 $3.5M
Daymark Wealth Partners, LLC 0.15% Reduce -0.2% 20,553 $3.5M
Waterloo Capital, L.P. 0.32% Add +17.3% 20,345 $3.4M
Delta Capital Management LLC 2.02% Reduce -2.1% 20,345 $3.4M
Sandler Capital Management 1.11% New 19,993 $3.4M
Assenagon Asset Management S.A. 0.01% Reduce -84.5% 19,852 $3.4M
Fred Alger Management, LLC 0.02% Add +9.9% 19,378 $3.3M
DNB Asset Management AS 0.02% Add +0.0% 19,371 $3.3M
PEAK6 LLC 0.13% New 19,310 $3.3M
Westpac Banking Corp. 0.23% Reduce -0.1% 18,485 $3.1M
Utah Retirement Systems 0.04% No change 18,435 $3.1M
Janney Montgomery Scott LLC 0.01% Add +9.5% 18,010 $3.0M
Baird Financial Group, Inc. 0.01% Reduce -10.9% 17,955 $3.0M
ProShare Advisors LLC 0.01% Add +4.1% 17,855 $3.0M
Yousif Capital Management, LLC 0.03% Reduce -3.2% 17,781 $3.0M
Colonial Trust Advisors 0.27% Reduce -3.9% 17,651 $3.0M
Coldstream Capital Management Inc. 0.06% Reduce -6.5% 17,564 $3.0M
Captrust Financial Advisors 0.01% Add +20.8% 17,457 $3.0M
Oak Associates Ltd. 0.22% No change 17,442 $3.0M
Man Group plc 0.01% Reduce -52.9% 17,197 $2.9M
Kingsview Wealth Management, LLC 0.05% New 17,184 $2.9M
Rockefeller Capital Management L.P. 0.01% Reduce -39.5% 17,144 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -10.9% 17,023 $2.9M
Nkcfo LLC 1.32% New 16,720 $2.8M
Illinois Municipal Retirement Fund 0.04% No change 16,627 $2.8M
New York Life Investment Management LLC 0.03% Reduce -1.2% 16,569 $2.8M
Xponance LLC 0.03% Reduce -5.3% 16,472 $2.8M
Lowe Brockenbrough & Co. Inc. 0.18% Reduce -3.9% 16,370 $2.8M
Teacher Retirement System of Texas 0.01% New 16,315 $2.8M
Johnson Investment Counsel Inc. 0.03% Add +25.7% 16,286 $2.8M
Alpine Woods Capital Investors, LLC 0.69% Reduce -46.4% 16,277 $2.8M
USS Investment Management Ltd 0.02% No change 16,062 $2.7M
Police & Firemen's Retirement System of New Jersey 0.03% No change 16,034 $2.7M
Catalyst Capital Advisors LLC 0.06% New 15,925 $2.7M
Daiwa Securities Group Inc. 0.01% Add +7.7% 15,881 $2.7M
Weatherly Asset Management L. P. 0.24% Reduce -1.9% 15,777 $2.7M
STRS Ohio 0.01% Reduce -32.5% 15,753 $2.7M
Agf Management Ltd. 0.01% Reduce -3.8% 15,409 $2.6M
Creative Planning 0.00% Add +0.2% 15,409 $2.6M
TCW Group Inc. 0.02% New 15,382 $2.6M
Millennium Management 0.00% Reduce -97.7% 15,276 $2.6M
Public Sector Pension Investment Board 0.01% Add +6.9% 15,122 $2.6M
Stablepoint Partners, LLC 0.46% Reduce -3.5% 14,977 $2.5M
SteelPeak Wealth, LLC 0.11% New 14,689 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.2% 14,577 $2.4M
Nissay Asset Management Corp. /Japan 0.02% Add +1.4% 14,229 $2.4M
UniSuper Management Pty Ltd 0.02% Reduce -3.4% 14,195 $2.4M
Farrow Financial, Inc. 1.61% Reduce -3.6% 14,191 $2.4M
M&T Bank Corp 0.01% Reduce -5.9% 14,189 $2.4M
IFP Advisors, Inc 0.07% Reduce -13.4% 13,442 $2.4M
Caxton Associates LLP 0.08% — 13,892 $2.4M
SG Americas Securities, LLC 0.01% New 13,837 $2.3M
Integrity Alliance, Llc. 0.09% Add +52.0% 13,788 $2.3M
Roberts Glore & Co. Inc. 0.71% Reduce -5.0% 13,719 $2.3M
Commerce Bank 0.01% Reduce -6.5% 13,478 $2.3M
Cibc World Markets Corp. 0.02% Reduce -23.9% 13,416 $2.3M
Bank of Nova Scotia 0.01% Reduce -22.0% 13,377 $2.3M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -43.9% 13,361 $2.3M
Riverwater Partners LLC 1.15% Add +27.6% 13,213 $2.2M
Kavar Capital Partners Group, LLC 0.37% No change 13,143 $2.2M
ING Groep NV 0.02% Add +26.8% 13,074 $2.2M
State of Alaska, Department of Revenue 0.03% Add +2.2% 13,006 $2.2M
Kestra Advisory Services, LLC 0.01% Add +0.1% 13,001 $2.2M
Mutual of America Capital Management LLC 0.03% Reduce -3.5% 12,937 $2.2M
Kintegral Advisory, LLC 0.22% Reduce -0.3% 12,935 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.8% 12,930 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -27.3% 12,816 $2.2M
Pinnacle Associates Ltd. 0.03% Add +3.8% 12,650 $2.1M
Teewinot Capital Advisers, L.L.C. 0.22% New 12,621 $2.1M
Mackenzie Financial Corp. 0.00% Add +13.9% 12,532 $2.1M
Empowered Funds, LLC 0.03% Reduce -7.5% 12,509 $2.1M
Thoroughbred Financial Services, LLC 0.13% Reduce -0.5% 12,390 $2.1M
Bank Ozk 0.86% New 12,231 $2.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.1% 12,164 $2.1M
OP Asset Management Ltd 0.03% — 12,095 $2.0M
BankPlus Trust Department 0.65% Add +9.0% 11,536 $2.0M
Linden Thomas Advisory Services, LLC 0.25% Add +0.6% 11,513 $1.9M
Zurich Insurance Group Ltd 0.02% No change 11,500 $1.9M
Dean Capital Management 0.84% Add +1.9% 11,448 $1.9M
HM Payson & Co. 0.03% No change 11,251 $1.9M
HB Wealth Management, LLC 0.02% Add +34.7% 11,147 $1.9M
Peapack Gladstone Financial Corp. 0.03% Add +14.5% 11,135 $1.9M
ICW Investment Advisors LLC 0.77% Add +0.4% 11,105 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 11,028 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +2.7% 10,837 $1.8M
Fort Washington Investment Advisors Inc. 0.01% Add +20.0% 10,810 $1.8M
Harbor Capital Advisors, Inc. 0.08% Add +5.8% 10,720 $1.8M
TriaGen Wealth Management LLC 0.63% Reduce -0.8% 10,603 $1.8M
Two Sigma Investments, LP 0.00% Reduce -51.9% 10,539 $1.8M
Jump Financial, LLC 0.03% Add +320.8% 10,519 $1.8M
Ameritas Investment Partners, Inc. 0.06% Add +3.0% 10,505 $1.8M
Private Capital Management, LLC 0.20% No change 10,400 $1.8M
Capital Fund Management S.A. 0.02% New 10,329 $1.7M
Rafferty Asset Management, LLC 0.01% Reduce -18.8% 10,279 $1.7M
Portfolio Design Labs, LLC 0.36% New 10,188 $1.7M
Natixis 0.01% Add +40.3% 10,072 $1.7M
Rakuten Investment Management, Inc. 0.01% — 10,163 $1.7M
Madison Asset Management, LLC 0.02% Add +28.2% 10,022 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% No change 9,990 $1.7M
Fifth Third Bancorp 0.01% Add +110.5% 9,843 $1.7M
Thrive Capital Management, LLC 0.99% Reduce -36.5% 9,837 $1.7M
Blueshift Asset Management, LLC 0.65% New 9,645 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +0.1% 9,563 $1.6M
American National Bank & Trust 0.18% New 9,562 $1.6M
Game Plan Financial Advisors, LLC 0.91% New 9,522 $1.6M
NewEdge Advisors, LLC 0.01% Add +34.5% 9,521 $1.6M
CX Institutional 0.06% Add +4.0% 9,499 $1.6M
Integrated Wealth Concepts LLC 0.02% Reduce -32.2% 9,421 $1.6M
Somerset Trust Co 0.56% Reduce -1.0% 9,360 $1.6M
Arjuna Capital 0.44% Reduce -7.7% 9,331 $1.6M
Aster Capital Management (DIFC) Ltd 0.29% Add +152050.0% 9,129 $1.6M
Naples Global Advisors, LLC 0.15% Add +16.2% 9,306 $1.6M
Ascent Group, LLC 0.07% New 9,285 $1.6M
Gotham Asset Management 0.01% Add +592.3% 9,284 $1.6M
Wolverine Trading, LLC 0.05% Add +68.9% 9,325 $1.6M
Roundview Capital LLC 0.11% Reduce -9.5% 9,198 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +1.3% 9,116 $1.5M
Avanza Fonder AB 0.05% Reduce -3.4% 9,163 $1.5M
iSAM Funds (UK) Ltd 0.75% New 9,005 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +6.3% 8,990 $1.5M
Edgestream Partners, L.P. 0.05% Reduce -67.6% 8,975 $1.5M
CCM Investment Group, LLC 0.16% Reduce -10.0% 9,040 $1.5M
J. Safra Sarasin Holding AG 0.03% Reduce -43.1% 8,936 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +23.5% 8,908 $1.5M
Mizuho Securities USA LLC 0.03% Reduce -16.0% 8,888 $1.5M
Banque Cantonale Vaudoise 0.07% — 8,854 $1.5M
1832 Asset Management L.P. 0.00% Reduce -25.9% 8,836 $1.5M
Aquatic Capital Management LLC 0.04% New 8,666 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Add +4.6% 8,617 $1.5M
Galvin, Gaustad & Stein, LLC 0.13% Reduce -12.7% 8,542 $1.4M
Praxis Investment Management Inc. 0.10% No change 8,530 $1.4M
Wambolt & Associates, LLC 0.49% Reduce -2.0% 8,520 $1.4M
ASR Vermogensbeheer N.V. 0.02% — 8,324 $1.4M
Riverview Capital Advisers, LLC 0.43% No change 8,168 $1.4M
Appleton Partners Inc. 0.11% New 8,054 $1.4M
Country Club Bank 0.09% Add +0.6% 8,137 $1.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.74% Reduce -63.6% 8,000 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.2% 7,979 $1.4M
Parsons Capital Management Inc. 0.07% Reduce -15.2% 7,973 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% New 7,965 $1.3M
XTX Topco Ltd 0.07% New 7,779 $1.3M
Needham Investment Management LLC 0.12% Reduce -8.8% 7,750 $1.3M
Atria Investments, Inc 0.02% Add +16.7% 7,739 $1.3M
Pensionfund Sabic 0.39% Reduce -16.3% 7,700 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +21.6% 7,700 $1.3M
Hancock Whitney Corp. 0.04% Reduce -1.8% 7,635 $1.3M
Bessemer Group Inc. 0.00% Reduce -63.4% 7,621 $1.3M
Aurdan Capital Management, LLC 0.48% New 7,597 $1.3M
Miller Investment Management, LP 0.14% No change 7,586 $1.3M
Kentucky Retirement Systems 0.04% Reduce -0.9% 7,577 $1.3M
Versor Investments LP 0.20% Add +68.5% 7,413 $1.3M
Quantum Portfolio Management LLC 0.63% Add +7.0% 7,333 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% New 7,258 $1.2M
Agp Franklin, LLC 0.75% Add +28.4% 7,307 $1.2M
Allstate Corp. 0.04% Add +110.0% 7,130 $1.2M
Railway Pension Investments Ltd 0.02% Reduce -79.0% 7,100 $1.2M
Metis Global Partners, LLC 0.03% Add +9.1% 7,083 $1.2M
Brown Advisory Inc. 0.00% Add +2.2% 7,081 $1.2M
Engineers Gate Manager LP 0.02% Add +65.0% 6,944 $1.2M
YANKCOM Partnership 0.65% Reduce -1.7% 6,943 $1.2M
Great Lakes Retirement, Inc. 0.15% New 6,926 $1.2M
Keybank National Association 0.00% Add +25.6% 6,917 $1.2M
Byrne Asset Management LLC 1.01% Add +0.7% 6,902 $1.2M
Persistent Asset Partners Ltd 1.02% New 6,839 $1.2M
Hartford Investment Management Co. 0.04% Reduce -1.0% 6,818 $1.2M
Assetmark, Inc. 0.00% Add +7.1% 6,812 $1.2M
HRT Financial LP 0.01% New 6,782 $1.1M
Apollon Wealth Management, LLC 0.02% Add +5.5% 6,668 $1.1M
Benjamin Edwards Inc. 0.02% Add +41.1% 6,595 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% — 6,361 $1.1M
HighPoint Advisor Group LLC 0.06% Add +5.2% 6,161 $1.1M
Net Worth Advisory Group 0.35% Reduce -0.0% 6,493 $1.1M
Bridgefront Capital, LLC 0.32% New 6,456 $1.1M
Borer Denton & Associates, Inc. 0.38% Reduce -6.6% 6,412 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -80.9% 6,409 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -1.1% 6,409 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -0.3% 6,327 $1.1M
Mgo One Seven LLC 0.04% Add +124.1% 6,260 $1.1M
Park Avenue Securities LLC 0.01% Add +19.6% 6,181 $1.0M
Sterling Capital Management LLC 0.02% Reduce -6.2% 6,172 $1.0M
Winnacle Wealth LLC 0.96% Reduce -2.8% 6,141 $1.0M
MML Investors Services, LLC 0.00% Add +15.9% 6,091 $1.0M
Ascent Wealth Partners, LLC 0.14% Add +49.5% 6,011 $1.0M
Louisiana State Employees Retirement System 0.02% No change 6,000 $1.0M
Gulf International Bank (UK) Ltd 0.03% Reduce -31.6% 5,985 $1.0M
Private Advisor Group, LLC 0.01% Reduce -6.0% 5,971 $1.0M
Ethic Inc. 0.02% Reduce -40.9% 5,944 $1.0M
Brandes Investment Partners, LP 0.01% Reduce -45.4% 5,887 $996K
Peak Retirement Planning, Inc. 0.55% Reduce -17.3% 5,851 $990K
Securian Asset Management, Inc. 0.03% Reduce -1.7% 5,818 $984K
Exchange Traded Concepts, LLC 0.02% Reduce -7.8% 5,806 $982K
United Bank 0.12% Reduce -93.6% 5,737 $971K
Norinchukin Bank, The 0.02% Add +15.2% 5,715 $967K
Pacer Advisors, Inc. 0.00% Reduce -36.7% 5,708 $966K
Humankind Investments LLC 0.25% Reduce -4.7% 5,648 $956K
First Citizens Bank & Trust Co. 0.02% Reduce -24.7% 5,644 $955K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 5,590 $946K
Horizon Kinetics Asset Management LLC 0.01% Reduce -0.9% 5,550 $939K
First Eagle Investment Management, LLC 0.00% Add +12.1% 5,549 $939K
Modern Wealth Management, LLC 0.03% Add +7.9% 5,529 $935K
EverSource Wealth Advisors, LLC 0.05% Add +4.2% 5,501 $931K
Huntington National Bank 0.01% Add +0.5% 5,491 $929K
Tower Research Capital LLC (TRC) 0.03% Add +0.1% 5,426 $918K
Axq Capital, LP 0.37% New 5,397 $913K
Sigma Planning Corp 0.03% Reduce -2.6% 5,352 $906K
Arkadios Wealth Advisors 0.03% Reduce -3.6% 5,279 $893K
Simplex Trading, LLC 0.03% Add +383.4% 5,259 $889K
DLK Investment Management, LLC 0.37% No change 5,248 $888K
Oak Thistle LLC 0.18% Reduce -34.2% 5,219 $883K
Vega Investment Solutions 0.17% Reduce -30.6% 5,212 $882K
O'shaughnessy Asset Management, LLC 0.01% Add +21.0% 5,209 $881K
New Mexico Educational Retirement Board 0.03% Reduce -1.9% 5,203 $880K
Quantitative Investment Management, LLC 0.08% New 5,190 $878K
Maryland State Retirement & Pension System 0.02% Reduce -15.6% 5,188 $878K
Campbell & CO Investment Adviser LLC 0.07% Reduce -5.7% 5,110 $865K
Burney Co./ 0.03% No change 5,054 $855K
Harvest Fund Management Co., Ltd 0.04% Add +86.1% 5,044 $854K
Courier Capital LLC 0.06% No change 4,999 $846K
Atlas Capital Advisors Inc. 0.11% Add +0.4% 4,979 $842K
Fiduciary Trust Co 0.01% Add +10.9% 4,948 $837K
Lifeworks Advisors, LLC 0.14% Add +10.4% 4,861 $823K
Wolverine Asset Management LLC 0.06% No change 4,787 $810K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -53.9% 4,703 $796K
Legacy Financial Advisors, Inc. 0.13% Add +3.4% 4,648 $786K
Ashton Thomas Private Wealth, LLC 0.03% Add +9.2% 4,559 $771K
Washington Capital Management, Inc. 0.62% No change 4,505 $762K
Virtu Financial LLC 0.04% Add +79.2% 4,503 $762K
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 4,500 $761K
E. Ohman J:or Asset Management AB 0.02% No change 4,500 $761K
Independent Advisor Alliance 0.03% Add +1.8% 4,495 $761K
Cinctive Capital Management LP 0.06% Reduce -94.9% 4,488 $759K
Sawyer & Company, Inc 0.31% Reduce -23.4% 4,478 $758K
Vestcor Inc 0.03% Reduce -2.1% 4,443 $752K
Steph & Co. 0.27% Reduce -8.0% 4,419 $748K
Axxcess Wealth Management, LLC 0.02% Reduce -26.4% 4,279 $724K
Waterway Wealth Management, LLC 0.30% Reduce -7.8% 4,257 $720K
Venture Visionary Partners LLC 0.03% No change 4,246 $719K
Montgomery Investment Management Inc. 0.28% No change 4,230 $716K
Farmers & Merchants Investments Inc. 0.02% Reduce -2.3% 4,185 $708K
Spirit of America Management Corp. 0.14% No change 4,175 $706K
NorthCoast Asset Management LLC 0.00% Reduce -8.9% 4,111 $696K
Dynamic Advisor Solutions LLC 0.02% Reduce -2.6% 4,066 $688K
Empirical Finance, LLC 0.04% Add +3.9% 4,058 $687K
Colonial Trust Co / SC 0.11% Reduce -8.4% 4,034 $683K
Avestar Capital, LLC 0.06% Reduce -9.3% 4,021 $680K
Inscription Capital, LLC 0.11% — 5,095 $678K
Destiny Wealth Partners, LLC 0.11% No change 4,000 $677K
Klingenstein Fields & Co. LP 0.03% No change 4,000 $677K
Walleye Trading LLC 0.02% New 3,998 $676K
Pitcairn Co. 0.04% New 3,984 $674K
Summit Trail Advisors, LLC 0.02% Add +118.1% 3,984 $674K
OneDigital Investment Advisors LLC 0.01% Add +33.5% 3,972 $672K
Acadian Asset Management LLC 0.00% No change 3,965 $669K
Federation des caisses Desjardins du Quebec 0.00% Add +12.9% 3,951 $669K
Shufro Rose & Co. LLC 0.05% No change 3,950 $668K
Azzad Asset Management Inc. 0.08% Add +1.7% 3,922 $664K
Waverly Advisors, LLC 0.01% Reduce -18.2% 3,895 $659K
Qtron Investments LLC 0.10% New 3,863 $654K
Meiji Yasuda Asset Management Co Ltd. 0.03% No change 3,843 $650K
Kennebec Savings Bank 0.69% Reduce -2.2% 3,835 $649K
Leavell Investment Management, Inc. 0.03% No change 3,830 $648K
Cresset Asset Management, LLC 0.00% Reduce -11.0% 3,827 $648K
EHP Funds Inc. 0.72% Add +171.4% 3,800 $643K
Kingswood Wealth Advisors, LLC 0.06% Reduce -2.2% 3,784 $640K
Wesbanco Bank Inc. 0.02% Reduce -0.5% 3,782 $640K
Capital Investment Advisors, LLC 0.01% Add +15.4% 3,764 $637K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -12.0% 3,750 $635K
Rothschild Capital Partners, LLC 0.17% Add +16.1% 3,742 $633K
Crestmont Private Wealth LLC 0.27% Add +18.7% 3,739 $633K
Ballentine Partners, LLC 0.01% Add +171.9% 3,681 $623K
Jericho Financial, LLP 0.45% Reduce -6.0% 3,674 $622K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -31.9% 3,651 $618K
Douglass Winthrop Advisors, LLC 0.01% No change 3,650 $618K
New Hampshire Trust 0.14% Add +2.5% 3,582 $606K
CIBC Private Wealth Group LLC 0.00% Add +17.2% 3,791 $606K
Merit Financial Group, LLC 0.01% Add +45.2% 3,561 $603K
Raiffeisen Bank International AG 0.01% Reduce -0.9% 3,586 $600K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 3,531 $597K
Townsquare Capital LLC 0.01% Add +33.0% 3,524 $596K
Lido Advisors, LLC 0.00% Reduce -2.5% 3,513 $595K
Nomura Holdings Inc. 0.00% Reduce -4.5% 3,509 $594K
Acropolis Investment Management, LLC 0.03% Reduce -4.3% 3,460 $585K
WCM Investment Management, LLC 0.00% Reduce -2.6% 3,451 $578K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +21.0% 3,412 $577K
Werlinich Asset Management, LLC 0.37% No change 3,410 $577K
Godshalk Welsh Capital Management, Inc. 0.38% No change 3,400 $575K
Wealthspire Advisors, LLC 0.00% Reduce -8.4% 3,382 $572K
MOKAN Wealth Management Inc. 0.34% Reduce -6.8% 3,364 $569K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.6% 3,355 $568K
Meridian Wealth Management, LLC 0.03% Add +2.4% 3,353 $567K
Bank of Hawaii 0.03% Reduce -27.1% 3,346 $566K
First Financial Bank - Trust Division 0.05% Reduce -55.1% 3,305 $559K
Siemens Fonds Invest GmbH 0.04% Reduce -0.5% 3,294 $557K
Integrated Advisors Network LLC 0.03% Add +63.9% 3,285 $556K
Parallel Advisors, LLC 0.01% Reduce -6.4% 3,284 $556K
OMC Financial Services LTD 0.25% No change 3,279 $555K
United Capital Financial Advisors, LLC 0.00% Add +4.0% 3,264 $552K
Rehmann Capital Advisory Group 0.03% Reduce -29.4% 3,236 $548K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -37.3% 3,227 $546K
Tectonic Advisors LLC 0.03% Reduce -4.8% 3,212 $544K
Vident Advisory, LLC 0.01% Add +31.9% 3,196 $541K
Investment Management Corp of Ontario 0.01% Add +3.2% 3,185 $539K
J.Safra Asset Management Corp 0.04% Add +62.7% 3,180 $538K
V-Square Quantitative Management LLC 0.08% Add +3.3% 3,172 $537K
CI Investments Inc. 0.00% Reduce -25.6% 3,159 $535K
Martin Capital Advisors, LLP 0.38% No change 3,145 $532K
Greenleaf Trust 0.00% Add +3.9% 3,129 $529K
Lazard Asset Management LLC 0.00% Reduce -23.4% 3,127 $529K
Unified Investment Management 0.62% Reduce -15.2% 3,113 $527K
Hunter Associates Investment Management LLC 0.08% No change 3,022 $513K
Red Door Wealth Management, LLC 0.08% Reduce -4.7% 3,020 $511K
Legacy Advisors, LLC 0.05% New 3,015 $510K
Meeder Advisory Services, Inc. 0.03% Add +18.3% 3,003 $508K
Personal Cfo Solutions, LLC 0.10% Add +12.1% 2,985 $505K
HBK Sorce Advisory LLC 0.01% New 2,979 $504K
Hennion & Walsh Asset Management, Inc. 0.02% Add +91.9% 2,969 $502K
Farther Finance Advisors, LLC 0.01% Reduce -29.8% 2,938 $497K
Mountain Pacific Investment Advisers LLC 0.04% No change 2,900 $491K
Schechter Investment Advisors, LLC 0.04% New 2,899 $491K
MAI Capital Management 0.00% Add +0.2% 2,878 $487K
Shell Asset Management Co. 0.02% No change 2,875 $486K
Garrison Point Advisors, LLC 0.23% No change 2,856 $483K
Brookstone Capital Management 0.01% Reduce -24.6% 2,801 $474K
Emergent Wealth Advisors, LLC 0.34% No change 2,800 $474K
GF Fund Management Co. LTD. 0.01% No change 2,793 $473K
Montecito Bank & Trust 0.08% Add +52.6% 2,788 $472K
Principal Securities, Inc. 0.01% No change 3,119 $471K
RD Lewis Holdings, Inc. 0.53% Reduce -2.6% 2,631 $468K
Triangle Securities Wealth Management 0.12% Reduce -1.6% 2,754 $466K
CNB Bank 0.23% Reduce -28.1% 2,743 $464K
Sequent Asset Management, LLC 0.25% No change 2,692 $455K
Nicolet Advisory Services, LLC 0.04% Add +1.8% 2,771 $454K
Mutual Advisors, LLC 0.01% Add +78.8% 2,611 $454K
Jones Financial Companies LLLP 0.00% Add +44.3% 2,666 $446K
GAMMA Investing LLC 0.03% Add +38.3% 2,630 $445K
Signal Advisors Wealth, LLC 0.04% Reduce -0.1% 2,620 $443K
Guggenheim Capital LLC 0.00% Reduce -46.1% 2,619 $443K
Intrua Financial, LLC 0.07% No change 2,612 $442K
Fulton Bank, N.A. 0.02% New 2,593 $439K
Scientech Research LLC 0.11% Add +12.3% 2,566 $434K
World Investment Advisors 0.01% Add +3.2% 2,555 $432K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.2% 2,549 $431K
United Services Automobile Association 0.01% New 2,545 $426K
Board of the Pension Protection Fund 0.48% Add +316.7% 2,500 $423K
O'Keefe Stevens Advisory, Inc. 0.14% No change 2,500 $423K
Searle & Co. 0.12% No change 2,500 $423K
Procyon Advisors, LLC 0.03% New 2,488 $421K
TD Private Client Wealth LLC 0.01% Add +667.5% 2,479 $420K
AE Wealth Management LLC 0.00% Add +49.4% 2,479 $419K
Investment House LLC 0.02% No change 2,475 $419K
Tidal Investments LLC 0.00% Add +33.3% 2,457 $416K
Wedmont Private Capital 0.02% Add +17.8% 2,525 $414K
Legacy Capital Wealth Partners, LLC 0.10% New 2,447 $414K
Essex Financial Services, Inc. 0.03% Add +7.0% 2,446 $414K
Freedom Investment Management, Inc. 0.03% Reduce -12.3% 2,443 $413K
CENTRAL TRUST Co 0.01% Reduce -9.9% 2,419 $409K
BankPlus Wealth Management LLC 0.30% Add +2.5% 2,410 $408K
Mitchell McLeod Pugh & Williams Inc. 0.08% Add +0.0% 2,407 $407K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -4.0% 2,371 $401K
Genesee Capital Advisors, LLC 0.20% Add +0.5% 2,354 $398K
First Wilshire Securities Management Inc. 0.11% No change 2,350 $398K
Waters Parkerson & Co., LLC 0.02% No change 2,350 $398K
Fisher Asset Management 0.00% New 2,348 $397K
Farringdon Capital, Ltd. 0.20% Reduce -37.7% 2,343 $396K
WealthShield Partners, LLC 0.05% Reduce -0.4% 2,306 $390K
APG Asset Management US Inc. 0.00% No change 2,300 $389K
EP Wealth Advisors, LLC 0.00% Reduce -15.4% 2,283 $386K
Flagship Harbor Advisors, LLC 0.02% Reduce -7.8% 2,274 $385K
Thomasville National Bank 0.03% Reduce -1.9% 2,270 $384K
Keudell/Morrison Wealth Management 0.09% No change 2,245 $380K
Lebenthal Global Advisors, LLC 0.07% New 2,227 $377K
NorthCrest Asset Manangement, LLC 0.01% Add +5.5% 2,225 $376K
Savvy Advisors, Inc. 0.04% Add +10.8% 2,208 $374K
Forum Financial Management, LP 0.01% Reduce -34.4% 2,202 $373K
Regions Financial Corp. 0.00% Add +0.9% 2,185 $370K
Quadrant Capital Group LLC 0.01% Add +226.7% 2,179 $369K
Brighton Jones LLC 0.01% Add +1.6% 2,179 $369K
SeaCrest Wealth Management, LLC 0.04% Add +23.4% 2,132 $361K
Oppenheimer Asset Management Inc. 0.00% Reduce -0.7% 2,122 $359K
Commonwealth Financial Services, LLC 0.07% Reduce -8.0% 2,100 $355K
Lester Murray Antman dba SimplyRich 0.10% No change 2,103 $355K
Allegheny Financial Group 0.09% New 2,097 $355K
Jain Global LLC 0.01% Reduce -84.0% 2,096 $355K
Concurrent Investment Advisors, LLC 0.01% Reduce -5.7% 2,090 $354K
Alps Advisors Inc. 0.00% New 2,070 $350K
Atria Wealth Solutions, Inc. 0.00% Reduce -32.8% 2,067 $350K
Kestra Private Wealth Services, LLC 0.01% Add +50.1% 2,065 $349K
Clearstead Advisors, LLC 0.01% Add +0.2% 2,050 $347K
Elevation Point Wealth Partners, LLC 0.03% New 2,037 $345K
E Fund Management Co., Ltd. 0.02% Reduce -14.2% 2,030 $343K
Ground Swell Capital, LLC 0.80% New 2,010 $340K
Holderness Investments Co. 0.08% No change 2,000 $338K
Cypress Capital Group 0.04% Reduce -8.7% 2,000 $338K
Paloma Partners Management Co 0.12% New 1,993 $337K
Bryn Mawr Trust Advisors, LLC 0.02% New 1,991 $337K
Gryphon Financial Partners LLC 0.05% Add +0.5% 1,966 $333K
Mufg Securities Americas Inc. 0.04% Add +19.2% 1,965 $332K
Composition Wealth, LLC 0.01% Add +1.6% 1,959 $331K
Silver Lake Advisory, LLC 0.14% Add +0.5% 1,924 $326K
Greenspring Advisors, LLC 0.08% No change 1,918 $325K
Truvestments Capital LLC 0.07% Reduce -21.0% 1,918 $324K
MBB Public Markets I LLC 0.04% New 1,909 $323K
S.A. Mason LLC 0.17% No change 1,900 $321K
Hager Investment Management Services, LLC 0.22% Reduce -7.5% 1,897 $321K
PFG Investments, LLC 0.02% Add +1.1% 1,860 $315K
Motley Fool Asset Management LLC 0.02% Add +12.2% 1,845 $312K
Franklin Street Advisors Inc. 0.02% No change 1,838 $311K
Schnieders Capital Management LLC 0.07% Reduce -2.1% 1,829 $309K
Dakota Wealth Management 0.01% Add +32.7% 1,807 $306K
Claro Advisors Inc. 0.04% Reduce -18.8% 1,805 $305K
Evercore Wealth Management, LLC 0.00% No change 1,805 $305K
Snowden Capital Advisors LLC 0.01% Add +2.5% 1,769 $299K
Lane Generational LLC 0.33% No change 1,742 $295K
Martin Capital Partners, LLC 0.35% Add +1.6% 1,736 $294K
J.W. Cole Advisors, Inc. 0.01% New 1,726 $292K
Sagespring Wealth Partners, LLC 0.01% Add +7.7% 1,724 $292K
Gen-Wealth Partners Inc 0.12% Reduce -0.8% 1,724 $292K
River Wealth Advisors LLC 0.04% Reduce -8.0% 1,719 $291K
Dorsey & Whitney Trust CO LLC 0.02% Add +5.3% 1,717 $291K
Ballast, Inc. 0.08% No change 1,712 $290K
Ransom Advisory, Ltd 0.14% No change 1,700 $288K
Citizens & Northern Corp. 0.08% Add +5.2% 1,689 $286K
Blue Trust, Inc. 0.00% Add +85.0% 1,683 $285K
Savant Capital, LLC 0.00% Reduce -85.9% 1,680 $284K
Severin Investments, LLC 0.28% Add +4.5% 1,677 $284K
Avity Investment Management Inc. 0.02% Add +3.1% 1,675 $283K
Choreo, LLC 0.00% Add +4.5% 1,662 $281K
Signaturefd, LLC 0.01% Reduce -5.1% 1,656 $280K
Dakota Community Bank & Trust NA 1.34% Reduce -6.7% 1,640 $277K
Summit Financial, LLC 0.01% Add +8.9% 1,621 $274K
Mill Capital Management, LLC 0.02% No change 1,620 $274K
Sentry LLC 0.05% No change 1,600 $271K
AXA S.A. 0.00% Reduce -86.4% 1,600 $271K
Horizon Investments, LLC 0.01% Add +5.4% 1,605 $270K
Moneta Group Investment Advisors LLC 0.00% Reduce -11.1% 1,596 $270K
Tiaa Trust, National Association 0.00% New 1,594 $270K
Creekmur Asset Management LLC 0.06% Add +12038.5% 1,578 $267K
Checchi Capital Advisers, LLC 0.02% Reduce -2.3% 1,576 $267K
Eads & Heald Wealth Management 0.13% Reduce -6.0% 1,563 $264K
DAVENPORT & Co LLC 0.00% New 1,560 $264K
Brooklyn Investment Group 0.06% Add +18.6% 1,560 $264K
Whittier Trust Co. 0.00% No change 1,558 $264K
Tradewinds, LLC. 0.07% Add +4.5% 1,549 $262K
Bradley Foster & Sargent Inc. 0.00% No change 1,548 $262K
Hilltop Holdings Inc. 0.02% Reduce -4.9% 1,546 $262K
Sebold Capital Management, Inc. 0.17% New 1,533 $259K
Profund Advisors LLC 0.01% Reduce -3.4% 1,520 $257K
Berkshire Asset Management LLC 0.01% No change 1,460 $257K
Prelude Capital Management, LLC 0.03% New 1,514 $256K
OneAscent Financial Services LLC 0.02% Reduce -4.1% 1,512 $256K
Cary Street Partners Financial LLC 0.01% Reduce -38.4% 1,512 $256K
Kentucky Trust Co 0.15% No change 1,506 $255K
Ascentis Independent Advisors 0.05% Reduce -13.4% 1,503 $254K
Levin Capital Strategies, L.P. 0.03% Reduce -81.3% 1,500 $254K
Marex Group Ltd 0.00% New 1,500 $254K
Evermay Wealth Management LLC 0.03% No change 1,499 $254K
Talon Private Wealth, LLC 0.03% Reduce -36.7% 1,496 $253K
True North Advisors, LLC 0.04% No change 1,488 $252K
Koshinski Asset Management, Inc. 0.02% New 1,488 $252K
GTS Securities LLC 0.01% New 1,481 $251K
Caprock Group, LLC 0.01% Reduce -54.2% 1,479 $250K
Diversify Advisory Services, LLC 0.02% New 1,387 $248K
AdvisorNet Financial, Inc 0.02% Add +0.8% 1,459 $247K
Foundations Investment Advisors, LLC 0.00% New 1,455 $246K
Ironsides Asset Advisors, LLC 0.07% New 1,445 $244K
Baader Bank Aktiengesellschaft 0.02% Add +0.8% 1,440 $243K
Covestor Ltd 0.16% Reduce -15.0% 1,423 $241K
Clarius Group, LLC 0.02% Add +4.8% 1,421 $240K
Scharf Investments, LLC 0.01% No change 1,413 $239K
B. Riley Wealth Advisors, Inc. 0.01% New 1,404 $238K
WBH Advisory Inc. 0.02% No change 1,400 $237K
Syon Capital LLC 0.02% New 1,391 $235K
Retirement Planning Co of New England, Inc. 0.12% Reduce -0.1% 1,391 $235K
Ledyard National Bank 0.02% Reduce -0.2% 1,376 $233K
Victrix Investment Advisors 0.12% Reduce -14.1% 1,375 $233K
Allworth Financial LP 0.00% Add +26.1% 1,321 $232K
Caisse de depot et placement du Quebec 0.00% Reduce -98.4% 1,360 $230K
Cape Cod Five Cents Savings Bank 0.02% No change 1,480 $230K
Spire Wealth Management 0.01% Add +19.1% 1,357 $230K
High Net Worth Advisory Group LLC 0.06% No change 1,350 $228K
Westshore Wealth, LLC 0.10% Reduce -1.2% 1,347 $228K
Pinnacle Financial Partners Inc 0.00% Add +0.8% 1,343 $227K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,339 $227K
Wedbush Securities Inc. 0.01% Reduce -1.0% 1,338 $226K
Hills Bank & Trust Co 0.02% Reduce -6.7% 1,331 $225K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 1,323 $224K
Old National Bancorp 0.01% New 1,319 $223K
Flossbach Von Storch SE 0.00% New 1,305 $221K
Perigon Wealth Management, LLC 0.01% New 1,304 $221K
Capital Advisors, Ltd. LLC 0.03% Reduce -0.3% 1,301 $220K
Check Capital Management Inc. 0.01% Reduce -9.4% 1,300 $220K
Addison Advisors LLC 0.06% No change 1,300 $220K
Trust Asset Management LLC 0.02% New 1,282 $217K
Zhang Financial LLC 0.01% New 1,278 $216K
Radnor Capital Management, LLC 0.04% New 1,257 $213K
Rockland Trust Co. 0.01% Reduce -40.0% 1,257 $213K
International Private Wealth Advisors LLC 0.20% Reduce -10.2% 1,256 $213K
Wilmington Savings Fund Society, FSB 0.00% Reduce -3.1% 1,253 $212K
Biltmore Family Office, LLC 0.04% New 1,239 $210K
Harbour Investments, Inc. 0.01% Add +3.1% 1,237 $209K
Trust Co. of Vermont 0.01% Add +11.3% 1,230 $208K
Baker Ellis Asset Management LLC 0.03% New 1,220 $206K
Stanley-Laman Group, Ltd. 0.03% New 1,208 $204K
Perkins Capital Management Inc. 0.21% New 1,200 $203K
Valley Brook Capital Group, Inc. 0.16% New 1,200 $203K
Wilson & Boucher Capital Management, LLC 0.15% New 1,200 $203K
Viewpoint Capital Management LLC 0.11% New 1,200 $203K
J. W. Coons Advisors, LLC 0.05% New 1,200 $203K
Townsend Asset Management Corp. /NC/ 0.08% New 1,198 $203K
First American Trust, FSB 0.02% New 1,197 $203K
Chicago Partners Investment Group LLC 0.01% New 1,146 $202K
Perkins Coie Trust Co 0.04% No change 1,155 $195K
Members Capital Advisors Inc. 0.22% No change 1,140 $193K
Mather Group, Llc. 0.00% Add +42.7% 1,090 $184K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,089 $184K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2.7% 1,065 $180K
Cullen/Frost Bankers, Inc. 0.00% Add +5.9% 1,059 $179K
Private Trust Co. NA 0.02% No change 1,053 $178K
Cary Street Partners Investment Advisory LLC 0.10% Add +423.7% 1,037 $175K
Sound Income Strategies, LLC 0.01% Add +35.1% 1,028 $174K
Smithfield Trust Co 0.01% Reduce -14.4% 1,023 $173K
Investors Research Corp 0.04% No change 1,009 $171K
Montag A & Associates Inc. 0.01% No change 950 $161K
Geneos Wealth Management Inc. 0.01% Add +52.9% 940 $159K
Valley National Advisers Inc. 0.03% Reduce -29.0% 884 $149K
GeoWealth Management, LLC 0.01% Add +85.4% 879 $149K
Icon Wealth Advisors, LLC 0.01% Add +3.6% 872 $148K
Ridgewood Investments LLC 0.07% No change 860 $146K
Smartleaf Asset Management LLC 0.01% Add +14.8% 852 $143K
State of Wyoming 0.02% Reduce -66.8% 834 $141K
PFG Private Wealth Management, LLC 0.07% New 818 $138K
ANTIPODES PARTNERS Ltd 0.00% New 802 $136K
Clearstead Trust, LLC 0.03% Add +3.1% 727 $123K
Group One Trading LLC 0.01% New 724 $123K
Ossiam 0.00% New 682 $115K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.05% New 670 $113K
Curat Global, LLC 0.12% — 600 $102K
Cypress Capital Management LLC (WY) 0.12% No change 600 $102K
Optimum Investment Advisors 0.05% No change 600 $102K
Heritage Wealth Advisors 0.01% Reduce -2.0% 590 $100K
Transamerica Financial Advisors, LLC 0.01% Reduce -3.8% 585 $99K
Lindbrook Capital, LLC 0.01% Add +13.6% 575 $97K
Salem Investment Counselors Inc. 0.00% Add +8.4% 553 $94K
Deseret Mutual Benefit Administrators 0.05% Reduce -27.0% 549 $93K
Webster Bank, N. A. 0.01% No change 500 $85K
Federated Hermes, Inc. 0.00% Reduce -60.4% 488 $83K
Quarry LP 0.02% Reduce -61.2% 467 $79K
Sandy Spring Bank 0.00% Reduce -5.2% 460 $78K
Old Second National Bank of Aurora 0.02% No change 450 $76K
Edmond DE Rothschild Holding S.A. 0.00% New 450 $76K
Caldwell Trust Co 0.01% New 446 $75K
Arax Advisory Partners 0.00% Add +1733.3% 440 $74K
Alaska Permanent Fund Corp 0.00% No change 414 $74K
Coastline Trust Co 0.01% No change 430 $73K
North Capital, Inc. 0.06% — 406 $69K
Glen Eagle Advisors, LLC 0.01% No change 400 $68K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -8.0% 393 $66K
New England Capital Financial Advisors LLC 0.03% Add +0.3% 391 $66K
SBI Securities Co., Ltd. 0.00% Reduce -1.1% 356 $60K
Cromwell Holdings LLC 0.04% Add +1.7% 355 $60K
Sentry Investment Management LLC 0.04% Reduce -23.0% 351 $58K
Walleye Capital LLC 0.00% Reduce -90.9% 341 $58K
Cheviot Value Management, LLC 0.01% New 324 $58K
Princeton Global Asset Management LLC 0.01% Add +0.3% 338 $57K
Caitong International Asset Management Co., Ltd 0.04% Add +1495.2% 335 $57K
Wiser Advisor Group LLC 0.08% Add +0.3% 333 $56K
Larson Financial Group LLC 0.00% Add +101.9% 323 $55K
WASHINGTON TRUST Co 0.00% Add +7.7% 323 $55K
CoreCap Advisors, LLC 0.00% Add +33.3% 308 $52K
Compass Wealth Management LLC 0.01% No change 295 $50K
Dunhill Financial, LLC 0.02% Reduce -0.7% 275 $47K
Hemington Wealth Management 0.01% Reduce -1.1% 270 $45K
First Financial Corp. 0.02% No change 251 $42K
Riverview Trust Co 0.04% No change 248 $42K
Versant Capital Management, Inc 0.01% Reduce -2.0% 246 $42K
TruNorth Capital Management, LLC 0.01% No change 239 $40K
Archer Investment Corp 0.01% Add +13.2% 231 $39K
Citizens National Bank Trust Department 0.01% No change 230 $39K
Sierra Ocean, LLC 0.03% Add +2.7% 227 $38K
Continuum Advisory, LLC 0.00% Add +11100.0% 224 $38K
Sarver Vrooman Wealth Advisors 0.02% — 219 $37K
Lanark Financial, Inc. 0.00% — 210 $35K
Sachetta, LLC 0.01% Reduce -55.4% 202 $34K
Independence Bank of Kentucky 0.01% No change 200 $34K
Rothschild Investment LLC 0.00% Add +0.5% 195 $33K
First Horizon Advisors, Inc. 0.00% Add +76.6% 189 $32K
Luminist Capital LLC 0.03% No change 189 $32K
MCF Advisors LLC 0.00% Reduce -2.6% 187 $32K
Asset Dedication, LLC 0.00% Add +0.6% 184 $31K
Bruce G. Allen Investments, LLC 0.02% Add +57.8% 183 $31K
Peterson Wealth Services 0.01% No change 180 $30K
Bell Investment Advisors, Inc 0.01% No change 177 $30K
First Pacific Financial 0.01% No change 176 $30K
BOK Financial Private Wealth, Inc. 0.00% Add +1253.8% 176 $30K
Gould Capital, LLC 0.02% Reduce -3.9% 171 $29K
CVA Family Office, LLC 0.00% Reduce -2.4% 164 $28K
Leonteq Securities AG 0.00% Add +841.2% 160 $27K
Parkside Financial Bank & Trust 0.00% Add +8.4% 154 $26K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 150 $25K
Millstone Evans Group, LLC 0.02% No change 148 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +27.3% 140 $24K
WPG Advisers, LLC 0.02% Add +294.3% 138 $23K
DT Investment Partners, LLC 0.00% No change 131 $22K
TCTC Holdings, LLC 0.00% New 121 $20K
Rossby Financial, LCC 0.01% New 116 $20K
Medallion Wealth Advisors, LLC 0.01% No change 118 $20K
Ancora Advisors LLC 0.00% Add +1.8% 115 $19K
Pflug Koory, LLC 0.01% No change 115 $19K
Centerpoint Advisors, LLC 0.01% Reduce -69.3% 111 $19K
Rosenberg Matthew Hamilton 0.00% Add +40.0% 112 $19K
Pittenger & Anderson Inc. 0.00% No change 110 $19K
LRI Investments, LLC 0.00% No change 109 $18K
Grove Bank & Trust 0.00% Add +620.0% 108 $18K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $17K
Global Trust Asset Management, LLC 0.01% Reduce -69.5% 100 $17K
Costello Asset Management, INC 0.01% New 100 $17K
Abound Wealth Management 0.01% Reduce -12.6% 97 $16K
Manchester Capital Management LLC 0.00% Reduce -15.7% 91 $15K
Whipplewood Advisors, LLC 0.01% Add +106.7% 31 $15K
Johnson Financial Group, Inc. 0.00% No change 88 $15K
Brown Brothers Harriman & Co. 0.00% Add +33.9% 79 $13K
JFS Wealth Advisors, LLC 0.00% Add +6.9% 77 $13K
GW&K Investment Management, LLC 0.00% No change 77 $13K
Bellwether Advisors, LLC 0.00% No change 75 $13K
Golden State Wealth Management, LLC 0.00% No change 75 $13K
St Germain D J Co. Inc. 0.00% Add +82.9% 75 $13K
MV Capital Management, Inc. 0.00% Add +1.4% 73 $12K
Harbor Investment Advisory, LLC 0.00% No change 73 $12K
West Paces Advisors Inc. 0.00% No change 72 $12K
Ogorek Anthony Joseph /NY/ 0.00% New 71 $12K
Avion Wealth 0.00% No change 86 $12K
Wolff Wiese Magana LLC 0.01% No change 70 $12K
Orion Capital Management LLC 0.01% No change 70 $12K
Pinnacle Bancorp, Inc. 0.00% No change 67 $11K
Rise Advisors, LLC 0.00% New 65 $11K
Beacon Capital Management, LLC 0.00% No change 64 $11K
Private Wealth Management Group, LLC 0.00% Reduce -4.6% 62 $10K
ORG Partners LLC 0.00% Add +3.4% 61 $10K
Cedar Mountain Advisors, LLC 0.00% No change 61 $10K
Prestige Wealth Management Group LLC 0.00% No change 56 $9K
Financial Management Professionals, Inc. 0.00% No change 55 $9K
Tompkins Financial Corp. 0.00% No change 53 $9K
NewSquare Capital LLC 0.00% Add +381.8% 53 $9K
Roxbury Financial LLC 0.01% No change 51 $9K
Northwest Capital Management Inc 0.00% No change 52 $9K
Stonebridge Financial Group, LLC 0.00% Add +2.0% 51 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -25.4% 50 $8K
Hopwood Financial Services, Inc. 0.01% No change 50 $8K
Riggs Asset Managment Co. Inc. 0.00% No change 50 $8K
Oakworth Capital, Inc. 0.00% No change 50 $8K
Hollencrest Capital Management 0.00% Reduce -80.0% 50 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 48 $8K
Armstrong Advisory Group, Inc. 0.00% No change 54 $8K
Fairway Wealth LLC 0.00% No change 46 $8K
Hexagon Capital Partners LLC 0.00% Add +17.9% 46 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 46 $8K
Silicon Valley Capital Partners 0.00% No change 46 $8K
Bartlett & Co. Wealth Management LLC 0.00% No change 45 $8K
Saudi Central Bank 0.04% New 44 $7K
Cornerstone Planning Group LLC 0.00% Add +166.7% 40 $7K
Anfield Capital Management, LLC 0.00% No change 40 $7K
Allianz SE 0.00% No change 35 $6K
South Plains Financial, Inc. 0.00% New 34 $6K
Zions Bancorporation, National Association 0.00% — 32 $5K
True Wealth Design, LLC 0.00% Reduce -71.0% 31 $5K
High Note Wealth, LLC 0.00% No change 31 $5K
Cetera Trust Company, N.A 0.00% No change 30 $5K
Fortitude Family Office, LLC 0.00% No change 30 $5K
Global Financial Private Client, LLC 0.00% Add +52.6% 29 $5K
TFC Financial Management, Inc. 0.00% No change 29 $5K
Frazier Financial Advisors, LLC 0.00% No change 28 $5K
Meeder Asset Management Inc. 0.00% Reduce -98.3% 27 $5K
2UniFi Bank 0.00% No change 26 $4K
Richards, Merrill & Peterson, Inc. 0.00% No change 23 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 20 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.6% 19 $3K
Main Street Group, LTD 0.00% New 20 $3K
Salomon & Ludwin, LLC 0.00% No change 18 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 18 $3K
SJS Investment Consulting Inc. 0.00% Reduce -19.1% 17 $3K
Iron Horse Wealth Management, LLC 0.00% New 17 $3K
Adirondack Trust Co. 0.00% No change 16 $3K
Activest Wealth Management 0.00% Add +0.0% 16 $3K
Carolinas Wealth Consulting LLC 0.00% No change 15 $3K
JNBA Financial Advisors 0.00% No change 15 $3K
Valued Wealth Advisors LLC 0.00% No change 14 $2K
Financial Gravity Asset Management, Inc. 0.00% — 14 $2K
Boyd Watterson Asset Management LLC 0.00% No change 13 $2K
PSI Advisors, LLC 0.00% New 13 $2K
HHM Wealth Advisors, LLC 0.00% No change 11 $2K
SouthState Bank Corp 0.00% New 11 $2K
Aspect Partners, LLC 0.00% No change 11 $2K
Wealth Preservation Advisors, LLC 0.00% — 10 $2K
Solstein Capital, LLC 0.00% No change 9 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 9 $2K
Logan Capital Management Inc. 0.00% Add +12.5% 9 $2K
Key Financial Inc 0.00% No change 7 $1K
Nemes Rush Group LLC 0.00% No change 7 $1K
Bogart Wealth, LLC 0.00% No change 6 $1K
Clark Wealth Partners 0.00% New 6 $1K
Picton Mahoney Asset Management 0.00% No change 7 $1K
WealthTrak Capital Management LLC 0.00% New 5 $846
Rakuten Securities, Inc. 0.00% Reduce -75.0% 5 $846
Raffa Wealth Management, LLC 0.00% No change 5 $846
Principia Wealth Advisory, LLC 0.00% Reduce -16.7% 5 $820
Highline Wealth Partners LLC 0.00% New 4 $677
IAG Wealth Partners, LLC 0.00% No change 4 $677
WestEnd Advisors, LLC 0.00% Add +300.0% 4 $677
Parkworth Wealth Management, Inc. 0.00% No change 3 $508
Redwood Park Advisors LLC 0.00% No change 3 $508
Transce3nd, LLC 0.00% Reduce -93.9% 3 $508
Rialto Wealth Management, LLC 0.00% New 3 $508
HFM Investment Advisors, LLC 0.00% — 3 $508
Quent Capital, LLC 0.00% No change 3 $508
Bay Harbor Wealth Management, LLC 0.00% New 3 $507
American Capital Advisory, LLC 0.00% New 2 $339
Blume Capital Management, Inc. 0.00% New 2 $339
Crewe Advisors LLC 0.00% No change 2 $339
Copia Wealth Management 0.00% New 2 $338
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $170
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $169
Greenline Partners, LLC 0.00% New 1 $169
AlphaQuest LLC 0.00% No change 1 $169

"% of holder's portfolio" is DGX's weight in each manager's 13F, not the share of Quest Diagnostics Inc. the manager owns.