AmdocsDOX
13F holders, Q4 2024 (December 31)513holders +13
50new positions
47sold out
10famous investors
$85.12avg. 13F price*
At the end of Q4 2024, 513 institutions reported holding Amdocs Ltd. (DOX) in their 13F filings, up 13 from Q3 2024. 50 opened new positions and 47 sold out. The largest holders were FMR LLC ($1.4B), Pzena Investment Management LLC ($564.9M) and Janus Henderson Group PLC ($561.3M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Amdocs Ltd.
- CUSIP
- G02602103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $30.7M |
| Exits | 47 | $34.5M |
All 13F filers, Q3 2024 → Q4 2024: 6,040,865 shares bought and 5,447,355 shares sold, net +593,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 513 holders
| FMR LLC | 0.09% | Reduce -0.1% | 16,874,528 | $1.4B |
| Pzena Investment Management LLC | 1.92% | Add +4.3% | 6,634,549 | $564.9M |
| Janus Henderson Group PLC | 0.29% | Reduce -0.5% | 6,593,101 | $561.3M |
| Beutel, Goodman & Co Ltd. | 2.31% | Reduce -0.1% | 4,984,681 | $424.4M |
| BlackRock, Inc. | 0.01% | Add +0.8% | 3,320,970 | $282.7M |
| Allspring Global Investments Holdings, LLC | 0.44% | Add +2.8% | 3,263,591 | $274.7M |
| Vanguard Group Inc. | 0.00% | Add +16.1% | 3,074,424 | $261.8M |
| LSV Asset Management | 0.56% | Reduce -5.2% | 2,863,089 | $243.8M |
| Wellington Management Group LLP | 0.04% | Add +25.4% | 2,680,422 | $228.2M |
| Alliancebernstein L.P. | 0.07% | Reduce -1.2% | 2,281,446 | $194.2M |
| Brandes Investment Partners, LP | 2.17% | Reduce -2.6% | 2,279,645 | $194.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.8% | 1,937,586 | $165.0M |
| American Century Companies Inc. | 0.09% | Reduce -10.7% | 1,815,918 | $154.6M |
| Pacer Advisors, Inc. | 0.35% | Add +7.4% | 1,815,675 | $154.6M |
| Morgan Stanley | 0.01% | Add +2.9% | 1,698,671 | $144.6M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 1,672,193 | $143.3M |
| Alyeska Investment Group, L.P. | 0.54% | Add +86.8% | 1,681,074 | $143.1M |
| Nordea Investment Management AB | 0.15% | Add +8.3% | 1,656,055 | $141.1M |
| State Street Corp. | 0.00% | Reduce -4.5% | 1,442,391 | $123.5M |
| Stifel Financial Corp. | 0.09% | Reduce -0.3% | 1,008,185 | $85.8M |
| Neuberger Berman Group LLC | 0.07% | Add +13.2% | 988,437 | $84.2M |
| Bank of America Corp. | 0.01% | Reduce -7.6% | 980,538 | $83.5M |
| Russell Investments Group, Ltd. | 0.12% | Add +32.8% | 979,861 | $83.4M |
| Brown Advisory Inc. | 0.10% | Add +4.7% | 938,918 | $79.9M |
| Crawford Investment Counsel Inc. | 1.42% | Add +30.7% | 928,473 | $79.1M |
| Northern Trust Corp. | 0.01% | Add +25.2% | 880,808 | $75.0M |
| Schroder Investment Management Group | 0.07% | Add +18.1% | 877,881 | $74.5M |
| First Trust Advisors LP | 0.07% | Reduce -9.4% | 866,771 | $73.8M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +30.0% | 827,317 | $70.4M |
| Wedge Capital Management L L P | 1.25% | Add +15.1% | 818,021 | $69.6M |
| Principal Financial Group Inc. | 0.04% | Reduce -24.4% | 780,907 | $66.5M |
| DigitalBridge Group, Inc. | 4.72% | Add +13.6% | 759,272 | $64.6M |
| UBS Group AG | 0.01% | Add +62.8% | 748,417 | $63.7M |
| Hotchkis & Wiley Capital Management LLC | 0.20% | Reduce -5.5% | 717,007 | $61.0M |
| AQR Capital Management | 0.07% | Add +8.0% | 667,915 | $56.9M |
| Sei Investments Co. | 0.07% | Reduce -2.9% | 652,109 | $55.5M |
| Boston Trust Walden Corp | 0.38% | Add +3.4% | 641,863 | $54.6M |
| Acadian Asset Management LLC | 0.14% | Reduce -22.4% | 587,326 | $50.0M |
| California Public Employees Retirement System | 0.03% | Reduce -0.7% | 551,615 | $47.0M |
| New York State Common Retirement Fund | 0.06% | Reduce -17.1% | 548,774 | $46.7M |
| Seizert Capital Partners, LLC | 2.06% | Add +9.3% | 536,074 | $45.6M |
| Raymond James Financial Inc. | 0.02% | — | 522,600 | $44.5M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -1.6% | 520,709 | $44.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.6% | 511,024 | $43.5M |
| Victory Capital Management Inc. | 0.04% | Add +3.1% | 493,047 | $42.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.7% | 468,603 | $39.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +69.2% | 459,830 | $39.1M |
| Vaughan David Investments LLC | 0.88% | Add +3.2% | 435,922 | $37.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.8% | 433,729 | $36.9M |
| Bahl & Gaynor LLC | 0.19% | Reduce -3.4% | 431,673 | $36.8M |
| Todd Asset Management LLC | 0.87% | Add +0.4% | 428,830 | $36.5M |
| Aberdeen Group plc | 0.07% | Reduce -5.8% | 427,960 | $36.4M |
| Invesco Ltd. | 0.01% | Reduce -65.5% | 399,265 | $34.0M |
| Deutsche Bank AG | 0.01% | Reduce -17.5% | 392,381 | $33.4M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -7.2% | 384,240 | $32.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +2489.0% | 376,383 | $32.0M |
| Legal & General Group Plc | 0.01% | Reduce -1.5% | 375,200 | $31.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.9% | 375,162 | $31.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 346,223 | $29.5M |
| Two Sigma Investments, LP | 0.07% | Reduce -11.3% | 317,733 | $27.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.48% | Add +0.7% | 301,312 | $25.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.9% | 294,059 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 292,755 | $24.9M |
| Martingale Asset Management L P | 0.56% | Reduce -2.7% | 270,260 | $23.0M |
| Allianz Asset Management GmbH | 0.03% | Add +57.6% | 267,265 | $22.8M |
| Rhumbline Advisers | 0.02% | Reduce -2.7% | 263,455 | $22.4M |
| Teachers Retirement System of the State of Kentucky | 0.20% | Add +7.2% | 261,410 | $22.3M |
| Franklin Resources Inc. | 0.01% | Add +66.9% | 254,011 | $21.6M |
| Valley Wealth Managers, Inc. | 1.58% | Add +8.2% | 248,078 | $21.1M |
| Bridgewater Associates | 0.09% | Reduce -2.9% | 241,491 | $20.6M |
| Verition Fund Management LLC | 0.11% | Reduce -0.4% | 241,097 | $20.5M |
| Boothbay Fund Management, LLC | 0.65% | Add +12.5% | 240,306 | $20.5M |
| Westwood Holdings Group Inc. | 0.15% | Reduce -0.8% | 232,595 | $19.8M |
| Dudley & Shanley, Inc. | 2.96% | Reduce -13.9% | 225,381 | $19.2M |
| Polar Capital Holdings Plc | 0.11% | No change | 222,900 | $19.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.0% | 213,310 | $18.2M |
| Barclays PLC | 0.01% | Reduce -27.1% | 211,699 | $18.0M |
| Liberty One Investment Management, LLC | 1.95% | Add +2.5% | 211,443 | $18.0M |
| Bank of Montreal | 0.01% | Add +2.2% | 210,450 | $17.9M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 205,265 | $17.5M |
| Alps Advisors Inc. | 0.11% | Add +18.2% | 199,200 | $17.0M |
| Northwest & Ethical Investments L.P. | 0.44% | Add +8.0% | 190,050 | $16.2M |
| Two Sigma Advisers, LP | 0.04% | Reduce -24.6% | 182,700 | $15.6M |
| Distillate Capital Partners LLC | 0.71% | Reduce -6.1% | 170,575 | $14.5M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -11.2% | 167,945 | $14.3M |
| Glenmede Trust Co. NA | 0.07% | Add +2.0% | 161,019 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -50.3% | 159,812 | $13.6M |
| Running Oak Capital LLC | 1.72% | Add +8.0% | 155,013 | $13.2M |
| TD Asset Management Inc | 0.01% | Reduce -1.6% | 154,849 | $13.2M |
| Alaska Permanent Fund Corp | 0.19% | No change | 153,043 | $13.0M |
| Rice Hall James & Associates, LLC | 0.71% | Reduce -9.2% | 151,658 | $12.9M |
| Crossmark Global Holdings, Inc. | 0.22% | Reduce -2.3% | 142,216 | $12.1M |
| Gotham Asset Management | 0.11% | Reduce -15.8% | 140,920 | $12.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.6% | 136,979 | $11.7M |
| Renaissance Technologies | 0.02% | Add +97.7% | 134,400 | $11.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +280.9% | 126,748 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.2% | 126,552 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -91.4% | 125,679 | $10.7M |
| LPL Financial LLC | 0.00% | Add +25.4% | 123,015 | $10.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Add +16.4% | 122,470 | $10.4M |
| Illinois Municipal Retirement Fund | 0.14% | Reduce -12.9% | 116,968 | $10.0M |
| Cwm, LLC | 0.04% | Reduce -6.3% | 114,661 | $9.8M |
| Cambiar Investors LLC | 0.39% | Reduce -10.0% | 114,642 | $9.8M |
| State of Alaska, Department of Revenue | 0.11% | Reduce -8.1% | 113,180 | $9.6M |
| Oak Associates Ltd. | 0.64% | Reduce -0.8% | 108,812 | $9.3M |
| Intermede Investment Partners Ltd | 0.24% | Reduce -1.0% | 107,350 | $9.1M |
| Voya Investment Management LLC | 0.01% | Reduce -3.2% | 106,991 | $9.1M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 107,432 | $9.1M |
| GHP Investment Advisors, Inc. | 0.41% | Reduce -0.1% | 102,932 | $8.8M |
| Tidal Investments LLC | 0.07% | Reduce -12.9% | 99,039 | $8.4M |
| Howe & Rusling Inc. | 0.72% | Reduce -6.4% | 97,887 | $8.3M |
| Mackenzie Financial Corp. | 0.01% | Add +10.1% | 95,938 | $8.2M |
| Quantinno Capital Management LP | 0.08% | Add +7.0% | 95,033 | $8.1M |
| Marks Group Wealth Management, Inc | 0.76% | Reduce -3.6% | 90,832 | $7.7M |
| Executive Wealth Management, LLC | 0.57% | Add +1.0% | 84,934 | $7.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -73.3% | 81,157 | $6.9M |
| PGGM Investments | 0.09% | No change | 78,714 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +129.8% | 78,175 | $6.7M |
| GW Henssler & Associates Ltd. | 0.38% | Reduce -0.6% | 75,716 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -5.3% | 72,328 | $6.2M |
| Dividend Assets Capital, LLC | 1.17% | Add +1.0% | 70,725 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.6% | 68,461 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.5% | 67,139 | $5.7M |
| Martin & Co. Inc. | 1.36% | Reduce -4.2% | 64,657 | $5.5M |
| Diversified Trust Co. | 0.13% | Reduce -3.6% | 60,339 | $5.1M |
| SG Americas Securities, LLC | 0.02% | Reduce -9.8% | 59,782 | $5.1M |
| APG Asset Management N.V. | 0.01% | New | 59,300 | $4.9M |
| Alpine Woods Capital Investors, LLC | 0.92% | Reduce -29.2% | 56,866 | $4.8M |
| Credit Agricole S A | 0.02% | Reduce -36.0% | 56,000 | $4.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +11.6% | 55,076 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +6.0% | 52,568 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.8% | 50,519 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +9.8% | 50,519 | $4.3M |
| Handelsbanken Fonder AB | 0.02% | Add +6.2% | 50,115 | $4.3M |
| Value Holdings Management Co. LLC | 0.74% | No change | 49,575 | $4.2M |
| Macquarie Group Ltd. | 0.01% | No change | 48,090 | $4.1M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +4.3% | 47,433 | $4.0M |
| Prudential PLC | 0.02% | Add +32.4% | 46,963 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +70.0% | 46,898 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.3% | 44,201 | $3.8M |
| Oppenheimer & Co. Inc. | 0.06% | Add +5.9% | 43,808 | $3.7M |
| Panagora Asset Management Inc. | 0.02% | Add +39.0% | 43,772 | $3.7M |
| Aptus Capital Advisors, LLC | 0.04% | Add +22.3% | 43,727 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.9% | 43,077 | $3.7M |
| CenterBook Partners LP | 0.21% | Reduce -14.5% | 41,759 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +9.3% | 41,660 | $3.5M |
| Wasatch Advisors LP | 0.02% | Add +5.3% | 40,860 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 40,839 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | New | 40,780 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -48.5% | 40,381 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 40,019 | $3.4M |
| Evexia Wealth LLC | 1.15% | Reduce -4.0% | 39,508 | $3.4M |
| Dean Investment Associates, LLC | 0.48% | Reduce -6.0% | 39,606 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +111.9% | 39,246 | $3.3M |
| Hixon Zuercher, LLC | 1.27% | Add +3.1% | 38,747 | $3.3M |
| Corbyn Investment Management Inc. | 1.46% | Reduce -0.1% | 38,714 | $3.3M |
| Morton Community Bank | 0.85% | Add +4.0% | 37,855 | $3.2M |
| Man Group plc | 0.01% | Reduce -7.5% | 35,253 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -4.2% | 34,947 | $3.0M |
| Two Point Capital Management, Inc. | 1.04% | Add +1.0% | 34,101 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.1% | 33,957 | $2.9M |
| Clark Estates Inc. | 0.55% | Reduce -10.8% | 33,269 | $2.8M |
| Silver Lake Advisory, LLC | 1.24% | Reduce -3.9% | 33,130 | $2.8M |
| Foster & Motley Inc. | 0.17% | Add +3.6% | 31,146 | $2.7M |
| Agf Management Ltd. | 0.01% | Reduce -17.9% | 29,762 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +18.2% | 28,988 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +3.6% | 29,049 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -19.1% | 27,731 | $2.4M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 27,135 | $2.3M |
| Legato Capital Management LLC | 0.30% | No change | 26,630 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.2% | 26,392 | $2.2M |
| Coldstream Capital Management Inc. | 0.05% | Add +4.2% | 26,128 | $2.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +14.6% | 25,900 | $2.2M |
| HRT Financial LP | 0.01% | New | 25,679 | $2.2M |
| Systematic Financial Management LP | 0.05% | Reduce -0.5% | 25,092 | $2.1M |
| Hancock Whitney Corp. | 0.07% | Add +1.2% | 24,764 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +5.2% | 24,623 | $2.1M |
| Ballast Asset Management, LP | 1.03% | Reduce -40.8% | 24,404 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 24,185 | $2.1M |
| New South Capital Management Inc. | 0.08% | Reduce -29.4% | 23,264 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -8.8% | 22,505 | $1.9M |
| USS Investment Management Ltd | 0.01% | Reduce -33.6% | 22,345 | $1.9M |
| C WorldWide Group Holding A/S | 0.02% | Reduce -18.7% | 22,278 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 21,796 | $1.9M |
| Summit Global Investments | 0.11% | New | 21,300 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +8.3% | 20,929 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -79.2% | 20,033 | $1.7M |
| Gries Financial LLC | 0.29% | Reduce -3.6% | 19,471 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | New | 19,328 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 18,942 | $1.6M |
| AIMZ Investment Advisors, LLC | 0.54% | Reduce -0.8% | 18,184 | $1.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Reduce -25.0% | 18,000 | $1.5M |
| Hilton Capital Management, LLC | 0.13% | Add +4.6% | 17,602 | $1.5M |
| Headlands Technologies LLC | 0.15% | Add +39.0% | 17,584 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +287.9% | 17,572 | $1.5M |
| Beck Mack & Oliver LLC | 0.03% | Add +0.5% | 17,527 | $1.5M |
| Delphi Management Inc. | 1.44% | Reduce -2.5% | 17,483 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.3% | 17,392 | $1.5M |
| Donald L. Hagan, LLC | 0.76% | Reduce -4.7% | 17,230 | $1.5M |
| ARGA Investment Management, LP | 0.05% | No change | 17,031 | $1.5M |
| Riverwater Partners LLC | 0.70% | Add +100.3% | 16,937 | $1.4M |
| Creative Planning | 0.00% | Add +11.7% | 16,877 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.6% | 16,381 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -3.7% | 16,795 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.3% | 16,550 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Add +2.7% | 16,378 | $1.4M |
| Advisor OS, LLC | 0.16% | Add +94.3% | 16,359 | $1.4M |
| Range Financial Group LLC | 0.63% | New | 16,159 | $1.4M |
| Ossiam | 0.02% | Reduce -9.9% | 15,674 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +20.0% | 15,374 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -38.8% | 15,000 | $1.3M |
| CI Investments Inc. | 0.00% | Reduce -56.4% | 14,892 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -6.7% | 14,889 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +189.2% | 14,689 | $1.3M |
| Inceptionr LLC | 0.28% | Reduce -40.6% | 14,682 | $1.3M |
| Strategic Global Advisors, LLC | 0.23% | New | 14,520 | $1.2M |
| Wbi Investments, LLC | 0.31% | New | 14,413 | $1.2M |
| GMO | 0.00% | Add +49.5% | 14,276 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +8.9% | 14,270 | $1.2M |
| Burney Co./ | 0.04% | Reduce -16.8% | 14,203 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.4% | 13,703 | $1.2M |
| Portfolio Design Labs, LLC | 0.24% | Add +294.6% | 13,650 | $1.2M |
| Paradigm Asset Management Co. LLC | 0.31% | New | 13,400 | $1.1M |
| Oddo BHF Asset Management Sas | 0.06% | New | 13,275 | $1.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | — | 13,084 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +3.6% | 13,073 | $1.1M |
| Edmp, Inc. | 1.04% | Add +7.9% | 12,808 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +30.9% | 12,812 | $1.1M |
| Ethic Inc. | 0.02% | Add +54.0% | 12,739 | $1.1M |
| Millennium Management | 0.00% | Reduce -84.5% | 12,009 | $1.0M |
| CCM Investment Group, LLC | 0.11% | — | 11,859 | $1.0M |
| Vident Advisory, LLC | 0.02% | Add +12.5% | 11,579 | $986K |
| Strategic Wealth Investment Group, LLC | 0.05% | Reduce -11.6% | 11,483 | $978K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -5.9% | 11,035 | $940K |
| Lingohr Asset Management GmbH | 1.94% | Add +42.1% | 11,064 | $938K |
| Cerity Partners LLC | 0.00% | Add +40.4% | 10,742 | $923K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.8% | 10,605 | $903K |
| Altshuler Shaham Ltd | 0.03% | Reduce -2.3% | 10,600 | $902K |
| Redmond Asset Management, LLC | 0.22% | New | 10,416 | $887K |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -0.3% | 9,974 | $849K |
| Norges Bank | 0.00% | Reduce -35.6% | 9,675 | $824K |
| Hilltop Holdings Inc. | 0.05% | Reduce -1.1% | 9,657 | $822K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.5% | 9,644 | $821K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.6% | 9,366 | $797K |
| Ironwood Investment Counsel, LLC | 0.14% | Add +5.1% | 9,357 | $797K |
| Prelude Capital Management, LLC | 0.07% | New | 9,280 | $790K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +597.8% | 9,120 | $778K |
| Fisher Asset Management | 0.00% | Add +3.1% | 9,095 | $774K |
| Guggenheim Capital LLC | 0.01% | Reduce -47.4% | 8,922 | $760K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +0.2% | 8,915 | $759K |
| Ascent Group, LLC | 0.06% | Add +257.6% | 8,900 | $758K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.0% | 8,836 | $752K |
| GWN Securities Inc. | 0.20% | — | 8,649 | $738K |
| Mercer Global Advisors Inc. | 0.00% | Add +89.6% | 8,646 | $736K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -4.5% | 8,615 | $734K |
| Affinity Investment Advisors, LLC | 0.61% | Reduce -0.2% | 8,591 | $731K |
| Axq Capital, LP | 0.33% | New | 8,555 | $728K |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.6% | 8,521 | $725K |
| Scientech Research LLC | 0.20% | New | 8,455 | $720K |
| California State Teachers Retirement System | 0.00% | Reduce -12.1% | 8,283 | $705K |
| AE Wealth Management LLC | 0.01% | Add +13.2% | 8,194 | $698K |
| Formidable Asset Management, LLC | 0.11% | Reduce -6.0% | 8,088 | $689K |
| Atria Investments, Inc | 0.01% | Reduce -14.5% | 8,047 | $685K |
| Crestline Management, L.P. | 0.02% | Add +185.8% | 8,034 | $684K |
| Amundi | 0.00% | Add +46.9% | 7,962 | $670K |
| Moran Wealth Management, LLC | 0.02% | Add +3.6% | 7,818 | $666K |
| Commerce Bank | 0.00% | Reduce -37.5% | 7,743 | $659K |
| Y.D. More Investments Ltd | 0.06% | Reduce -4.1% | 7,739 | $659K |
| Two Sigma Securities, LLC | 0.12% | New | 7,726 | $658K |
| Nebula Research & Development LLC | 0.08% | New | 7,656 | $652K |
| Inspire Advisors, LLC | 0.08% | Reduce -32.0% | 7,530 | $641K |
| XTX Topco Ltd | 0.05% | Reduce -51.6% | 7,343 | $625K |
| Fifth Third Bancorp | 0.00% | Reduce -32.7% | 7,312 | $623K |
| HSBC Holdings PLC | 0.00% | Reduce -83.0% | 7,307 | $621K |
| Hohimer Wealth Management, LLC | 0.12% | New | 7,284 | $620K |
| CSS LLC | 0.12% | Reduce -16.8% | 7,266 | $619K |
| Keybank National Association | 0.00% | Reduce -3.7% | 7,189 | $612K |
| Mirabella Financial Services LLP | 0.06% | Reduce -50.0% | 7,151 | $609K |
| Sierra Summit Advisors LLC | 0.12% | Add +29.6% | 7,127 | $607K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -2.9% | 6,864 | $588K |
| Sawgrass Asset Management LLC | 0.06% | Add +57.3% | 6,839 | $582K |
| Money Concepts Capital Corp. | 0.04% | Add +6.2% | 6,720 | $572K |
| Sterling Capital Management LLC | 0.01% | Add +52.7% | 6,670 | $568K |
| Steph & Co. | 0.19% | Add +14.4% | 6,649 | $566K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -0.3% | 6,551 | $558K |
| Intrepid Financial Planning Group LLC | 0.23% | Reduce -3.9% | 6,515 | $555K |
| Causeway Capital Management LLC | 0.01% | New | 6,390 | $544K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -59.7% | 6,248 | $532K |
| MJP Associates Inc. | 0.09% | New | 6,188 | $527K |
| &partners | 0.01% | Add +127.5% | 6,128 | $516K |
| Townsquare Capital LLC | 0.01% | Add +7.4% | 6,056 | $516K |
| Lawson Kroeker Investment Management Inc. | 0.10% | No change | 6,030 | $513K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -8.4% | 5,993 | $510K |
| Amalgamated Bank | 0.00% | Reduce -1.3% | 5,952 | $507K |
| Bank of Nova Scotia | 0.00% | Reduce -3.7% | 5,915 | $504K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.0% | 5,900 | $502K |
| Excalibur Management Corp. | 0.19% | Reduce -2.8% | 5,676 | $483K |
| Denali Advisors LLC | 0.05% | Reduce -30.9% | 5,610 | $478K |
| William Blair Investment Management, LLC | 0.00% | Add +0.1% | 5,531 | $471K |
| Sanders Morris Harris LLC | 0.07% | No change | 5,500 | $468K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.3% | 5,274 | $449K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -5.0% | 5,184 | $441K |
| Tempus Wealth Planning, LLC | 0.13% | Add +5.7% | 5,117 | $436K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.2% | 5,070 | $432K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -1.1% | 5,068 | $431K |
| Xponance LLC | 0.00% | Add +15.5% | 5,039 | $429K |
| Groesbeck Investment Management Corp. | 0.55% | Reduce -32.6% | 4,962 | $422K |
| Aviso Financial Inc. | 0.02% | Reduce -5.8% | 4,799 | $409K |
| Choreo, LLC | 0.01% | New | 4,715 | $402K |
| Tudor Investment Corporation | 0.00% | Reduce -31.1% | 4,715 | $401K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 4,700 | $400K |
| Occudo Quantitative Strategies LP | 0.07% | New | 4,628 | $394K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -8.8% | 4,619 | $393K |
| Human Investing LLC | 0.07% | Reduce -16.3% | 4,608 | $392K |
| Financial Counselors Inc. | 0.01% | No change | 4,535 | $386K |
| GeoWealth Management, LLC | 0.01% | Add +135.2% | 4,515 | $384K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.5% | 4,559 | $384K |
| Fulton Bank, N.A. | 0.01% | Add +11.1% | 4,482 | $382K |
| First Business Financial Services, Inc. | 0.04% | No change | 4,450 | $379K |
| Isthmus Partners, LLC | 0.05% | Add +19.4% | 4,429 | $377K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.0% | 4,418 | $376K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,281 | $365K |
| Integrated Quantitative Investments LLC | 0.18% | — | 4,200 | $358K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,109 | $350K |
| AXA S.A. | 0.00% | Reduce -0.3% | 4,108 | $350K |
| Scotia Capital Inc. | 0.00% | Add +22.7% | 3,942 | $336K |
| Summit Financial, LLC | 0.01% | New | 3,892 | $333K |
| Navellier & Associates Inc. | 0.04% | Reduce -18.8% | 3,889 | $331K |
| HB Wealth Management, LLC | 0.00% | Add +7.4% | 3,839 | $327K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 3,822 | $325K |
| Mutual Advisors, LLC | 0.01% | Add +15.2% | 3,768 | $319K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 3,621 | $308K |
| Raiffeisen Bank International AG | 0.00% | — | 3,596 | $307K |
| Aristides Capital LLC | 0.10% | Add +38.8% | 3,593 | $306K |
| Signaturefd, LLC | 0.01% | Reduce -11.7% | 3,508 | $299K |
| Knightsbridge Asset Management, LLC | 0.07% | New | 3,400 | $290K |
| Sylvest Advisors, LLC | 0.18% | — | 3,386 | $288K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -26.1% | 3,217 | $284K |
| Walleye Trading LLC | 0.01% | New | 3,328 | $283K |
| Blair William & Co. | 0.00% | Reduce -2.2% | 3,245 | $276K |
| Equitable Trust Co. | 0.02% | No change | 3,235 | $275K |
| Yousif Capital Management, LLC | 0.00% | Reduce -33.3% | 3,170 | $270K |
| Norden Group LLC | 0.03% | Add +3.2% | 3,135 | $267K |
| Savant Capital, LLC | 0.00% | Add +17.2% | 3,105 | $264K |
| Huntington National Bank | 0.00% | Reduce -1.3% | 3,083 | $262K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -2.2% | 3,072 | $262K |
| QSV Equity Investors LLC | 0.25% | Add +0.6% | 3,067 | $261K |
| Morningstar Investment Management LLC | 0.02% | No change | 3,046 | $259K |
| Net Worth Advisory Group | 0.08% | Add +0.6% | 3,033 | $258K |
| Inspire Investing, LLC | 0.03% | Reduce -6.7% | 3,030 | $258K |
| Longfellow Investment Management Co. LLC | 0.07% | Reduce -6.0% | 3,018 | $257K |
| Pitcairn Co. | 0.01% | Reduce -9.4% | 2,941 | $250K |
| Meitav Investment House Ltd. | 0.00% | Reduce -34.5% | 2,843 | $242K |
| Cohen Klingenstein LLC | 0.01% | No change | 2,830 | $241K |
| Entropy Technologies, LP | 0.02% | New | 2,800 | $238K |
| Old National Bancorp | 0.01% | Add +9.3% | 2,798 | $238K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.7% | 2,792 | $238K |
| Foundations Investment Advisors, LLC | 0.00% | Add +7.5% | 2,783 | $237K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 2,781 | $237K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -42.5% | 2,746 | $234K |
| Callan Family Office, LLC | 0.01% | New | 2,746 | $234K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +53.2% | 2,744 | $234K |
| Severin Investments, LLC | 0.23% | — | 2,736 | $233K |
| Romano Brothers and Company | 0.03% | No change | 2,700 | $230K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.1% | 2,688 | $229K |
| Covestor Ltd | 0.14% | Reduce -10.3% | 2,678 | $228K |
| Henry James International Management Inc. | 0.08% | Add +0.1% | 2,619 | $223K |
| Claret Asset Management Corp | 0.04% | Add +0.7% | 2,612 | $222K |
| CENTRAL TRUST Co | 0.01% | Add +44.4% | 2,583 | $220K |
| Farringdon Capital, Ltd. | 0.09% | — | 2,574 | $219K |
| Callan Capital, LLC | 0.02% | Reduce -7.6% | 2,552 | $217K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.8% | 2,537 | $217K |
| Impact Partnership Wealth, LLC | 0.04% | New | 2,511 | $214K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.6% | 2,505 | $213K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.8% | 2,505 | $213K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 2,503 | $213K |
| Cresset Asset Management, LLC | 0.00% | Reduce -63.6% | 2,491 | $213K |
| KFG Wealth Management, LLC | 0.04% | Add +8.2% | 2,496 | $213K |
| Trajan Wealth LLC | 0.01% | New | 2,462 | $210K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,459 | $209K |
| Vise Technologies, Inc. | 0.02% | New | 2,434 | $207K |
| Axxcess Wealth Management, LLC | 0.01% | Add +5.4% | 2,431 | $207K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -4.5% | 2,418 | $206K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,415 | $206K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -1.7% | 2,405 | $205K |
| Petrus Trust Company, LTA | 0.02% | New | 2,400 | $204K |
| Prudential Financial Inc. | 0.00% | Reduce -16.1% | 2,400 | $202K |
| Haven Capital Group, Inc. | 0.19% | — | 2,352 | $200K |
| IFP Advisors, Inc | 0.01% | Reduce -35.8% | 2,066 | $181K |
| USA Financial Formulas | 0.03% | Reduce -4.2% | 2,075 | $177K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -6.7% | 2,030 | $174K |
| Cary Street Partners Financial LLC | 0.01% | — | 2,037 | $173K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.7% | 1,972 | $168K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +29.1% | 1,966 | $167K |
| Tucker Asset Management LLC | 0.03% | Reduce -23.9% | 1,787 | $152K |
| Allworth Financial LP | 0.00% | Add +23.2% | 1,616 | $138K |
| WPG Advisers, LLC | 0.12% | — | 1,511 | $129K |
| MAI Capital Management | 0.00% | New | 1,481 | $126K |
| WR Wealth Planners, LLC | 0.04% | Add +5.0% | 1,463 | $125K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.0% | 1,442 | $123K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,225 | $115K |
| Manchester Capital Management LLC | 0.01% | No change | 1,350 | $115K |
| Principal Securities, Inc. | 0.00% | Add +10.4% | 1,341 | $114K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,143 | $97K |
| Mather Group, Llc. | 0.00% | Reduce -40.3% | 1,113 | $95K |
| Blue Trust, Inc. | 0.00% | Reduce -38.4% | 1,108 | $94K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -21.8% | 1,052 | $90K |
| Salem Investment Counselors Inc. | 0.00% | No change | 968 | $83K |
| Walleye Capital LLC | 0.00% | Reduce -42.5% | 958 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +127.9% | 841 | $72K |
| GAMMA Investing LLC | 0.01% | Add +0.5% | 804 | $68K |
| Corebridge Financial, Inc. | 0.00% | Reduce -8.6% | 780 | $66K |
| Logan Capital Management Inc. | 0.00% | Reduce -73.0% | 776 | $66K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 765 | $65K |
| Smartleaf Asset Management LLC | 0.01% | Add +199.6% | 686 | $59K |
| Private Trust Co. NA | 0.01% | Add +121.5% | 671 | $57K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -76.4% | 627 | $53K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +55.0% | 586 | $50K |
| FIL Ltd | 0.00% | Reduce -1.9% | 583 | $50K |
| Quent Capital, LLC | 0.01% | Add +0.3% | 572 | $49K |
| Global Retirement Partners, LLC | 0.00% | Add +45.6% | 559 | $48K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 523 | $45K |
| WASHINGTON TRUST Co | 0.00% | No change | 500 | $43K |
| SBI Securities Co., Ltd. | 0.00% | — | 487 | $41K |
| Riverview Trust Co | 0.04% | No change | 460 | $39K |
| Jones Financial Companies LLLP | 0.00% | New | 417 | $36K |
| Harbour Investments, Inc. | 0.00% | Add +17.9% | 415 | $35K |
| Group One Trading LLC | 0.00% | New | 400 | $34K |
| Hexagon Capital Partners LLC | 0.01% | Add +589.3% | 386 | $33K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -42.0% | 363 | $31K |
| Spire Wealth Management | 0.00% | Add +0.9% | 343 | $29K |
| Brooklyn Investment Group | 0.01% | No change | 321 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.5% | 308 | $26K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $26K |
| Quarry LP | 0.00% | Reduce -6.5% | 275 | $23K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 275 | $23K |
| Capital Analysts, LLC | 0.00% | Reduce -4.7% | 266 | $23K |
| Addison Advisors LLC | 0.01% | No change | 267 | $23K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 256 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -84.5% | 230 | $20K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.0% | 223 | $19K |
| WealthCollab, LLC | 0.01% | No change | 202 | $17K |
| Peregrine Capital Management LLC | 0.00% | No change | 200 | $17K |
| Ancora Advisors LLC | 0.00% | New | 200 | $17K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 194 | $17K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.8% | 177 | $15K |
| Hemington Wealth Management | 0.00% | Add +13.7% | 183 | $15K |
| Larson Financial Group LLC | 0.00% | Reduce -1.2% | 162 | $14K |
| Castleview Partners, LLC | 0.01% | Add +6.0% | 159 | $13K |
| CoreCap Advisors, LLC | 0.00% | Add +161.0% | 154 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +67.8% | 151 | $13K |
| Sierra Ocean, LLC | 0.01% | — | 138 | $12K |
| JDM Financial Group LLC | 0.01% | New | 136 | $12K |
| Operose Advisors LLC | 0.00% | Reduce -59.7% | 125 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 121 | $10K |
| TD Private Client Wealth LLC | 0.00% | Reduce -49.8% | 118 | $10K |
| Atwood & Palmer Inc. | 0.00% | No change | 106 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -18.8% | 104 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 102 | $9K |
| Assetmark, Inc. | 0.00% | Add +137.5% | 95 | $8K |
| Whipplewood Advisors, LLC | 0.00% | — | 88 | $7K |
| CVA Family Office, LLC | 0.00% | Add +41.9% | 88 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -36.1% | 83 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 82 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 81 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.5% | 79 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 79 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.1% | 76 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 75 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 70 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -89.2% | 65 | $5K |
| Copeland Capital Management, LLC | 0.00% | No change | 52 | $4K |
| Winch Advisory Services, LLC | 0.00% | New | 50 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Arax Advisory Partners | 0.00% | No change | 45 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 43 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 41 | $3K |
| FLP Wealth Management, LLC | 0.01% | — | 39 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 35 | $3K |
| LRI Investments, LLC | 0.00% | No change | 30 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 27 | $2K |
| Grove Bank & Trust | 0.00% | New | 26 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.7% | 25 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 24 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 21 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -9.1% | 20 | $2K |
| Pineridge Advisors LLC | 0.00% | Add +50.0% | 18 | $2K |
| HM Payson & Co. | 0.00% | No change | 17 | $1K |
| Transce3nd, LLC | 0.00% | — | 16 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -35.0% | 13 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 13 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | New | 12 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Whittier Trust Co. | 0.00% | No change | 12 | $1K |
| Avion Wealth | 0.00% | No change | 15 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 13 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 11 | $937 |
| Sachetta, LLC | 0.00% | Add +25.0% | 10 | $853 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $852 |
| New Millennium Group LLC | 0.00% | New | 7 | $596 |
| Global Financial Private Client, LLC | 0.00% | New | 6 | $511 |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $429 |
| Capital A Wealth Management, LLC | 0.00% | — | 5 | $426 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $426 |
| True Wealth Design, LLC | 0.00% | Reduce -90.0% | 5 | $426 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $426 |
| MV Capital Management, Inc. | 0.00% | No change | 5 | $426 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 4 | $341 |
| Principia Wealth Advisory, LLC | 0.00% | — | 3 | $255 |
| McIlrath & Eck, LLC | 0.00% | No change | 2 | $170 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 10 | $0 |
"% of holder's portfolio" is DOX's weight in each manager's 13F, not the share of Amdocs Ltd. the manager owns.