AmdocsDOX
13F holders, Q1 2025 (March 31)513holders
60new positions
61sold out
9famous investors
$91.44avg. 13F price*
At the end of Q1 2025, 513 institutions reported holding Amdocs Ltd. (DOX) in their 13F filings, unchanged from Q4 2024. 60 opened new positions and 61 sold out. The largest holders were FMR LLC ($1.5B), Janus Henderson Group PLC ($608.7M) and Pzena Investment Management LLC ($587.3M). 9 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $108.6M |
| Exits | 61 | $189.3M |
All 13F filers, Q4 2024 → Q1 2025: 6,318,537 shares bought and 6,715,753 shares sold, net −397,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 513 holders
| FMR LLC | 0.10% | Reduce -1.5% | 16,627,466 | $1.5B |
| Janus Henderson Group PLC | 0.33% | Add +1.5% | 6,692,360 | $608.7M |
| Pzena Investment Management LLC | 2.05% | Reduce -3.3% | 6,418,602 | $587.3M |
| Beutel, Goodman & Co Ltd. | 2.67% | Add +1.4% | 5,055,808 | $462.6M |
| BlackRock, Inc. | 0.01% | Add +4.5% | 3,471,128 | $317.6M |
| Allspring Global Investments Holdings, LLC | 0.50% | Reduce -2.0% | 3,198,051 | $291.1M |
| LSV Asset Management | 0.70% | Add +11.1% | 3,180,501 | $291.0M |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 3,046,756 | $278.8M |
| Wellington Management Group LLP | 0.05% | Reduce -1.1% | 2,651,582 | $242.6M |
| Alyeska Investment Group, L.P. | 0.85% | Add +38.6% | 2,329,767 | $213.2M |
| Brandes Investment Partners, LP | 2.14% | Add +0.9% | 2,301,223 | $210.6M |
| American Century Companies Inc. | 0.13% | Add +23.5% | 2,242,829 | $205.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +9.4% | 2,120,075 | $194.0M |
| Alliancebernstein L.P. | 0.06% | Reduce -17.4% | 1,884,110 | $172.4M |
| Morgan Stanley | 0.01% | Add +9.2% | 1,854,387 | $169.7M |
| Geode Capital Management, LLC | 0.01% | Add +7.2% | 1,792,447 | $165.5M |
| Nordea Investment Management AB | 0.15% | Reduce -3.9% | 1,591,788 | $144.8M |
| State Street Corp. | 0.01% | Reduce -3.0% | 1,398,580 | $128.7M |
| Bank of America Corp. | 0.01% | Add +27.2% | 1,247,327 | $114.1M |
| Neuberger Berman Group LLC | 0.08% | Add +3.9% | 1,026,881 | $94.0M |
| Stifel Financial Corp. | 0.10% | Add +1.0% | 1,017,905 | $93.1M |
| AQR Capital Management | 0.09% | Add +43.0% | 955,158 | $86.7M |
| Crawford Investment Counsel Inc. | 1.53% | Add +1.1% | 938,812 | $85.9M |
| Northern Trust Corp. | 0.01% | Add +4.5% | 920,723 | $84.2M |
| Russell Investments Group, Ltd. | 0.12% | Reduce -6.6% | 914,859 | $83.7M |
| First Trust Advisors LP | 0.07% | Reduce -1.6% | 852,839 | $78.0M |
| Schroder Investment Management Group | 0.08% | Reduce -3.6% | 845,929 | $76.5M |
| Principal Financial Group Inc. | 0.04% | Reduce -0.6% | 776,103 | $71.0M |
| Hotchkis & Wiley Capital Management LLC | 0.21% | Reduce -2.5% | 698,849 | $63.9M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -18.2% | 676,512 | $61.9M |
| Boston Trust Walden Corp | 0.43% | Reduce -0.1% | 641,094 | $58.7M |
| Wedge Capital Management L L P | 1.13% | Reduce -21.8% | 639,939 | $58.6M |
| Sei Investments Co. | 0.07% | Reduce -3.1% | 632,153 | $57.8M |
| Invesco Ltd. | 0.01% | Add +49.3% | 595,941 | $54.5M |
| Bahl & Gaynor LLC | 0.28% | Add +37.2% | 592,097 | $54.2M |
| UBS Group AG | 0.01% | Reduce -21.8% | 585,168 | $53.5M |
| DigitalBridge Group, Inc. | 4.24% | Reduce -25.4% | 566,580 | $51.8M |
| Seizert Capital Partners, LLC | 2.26% | Add +0.3% | 537,934 | $49.2M |
| California Public Employees Retirement System | 0.03% | Reduce -4.8% | 525,271 | $48.1M |
| Robeco Institutional Asset Management B.V. | 0.09% | Add +0.8% | 525,068 | $48.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.1% | 521,669 | $47.7M |
| Acadian Asset Management LLC | 0.13% | Reduce -14.4% | 502,499 | $46.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.8% | 487,154 | $44.6M |
| Victory Capital Management Inc. | 0.05% | Reduce -1.7% | 484,655 | $44.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.9% | 477,898 | $43.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.8% | 464,891 | $42.5M |
| New York State Common Retirement Fund | 0.06% | Reduce -15.9% | 461,674 | $42.2M |
| Vaughan David Investments LLC | 0.95% | Add +1.9% | 444,177 | $40.6M |
| Allianz Asset Management GmbH | 0.06% | Add +66.2% | 444,104 | $40.6M |
| Todd Asset Management LLC | 0.92% | Reduce -0.6% | 426,379 | $39.0M |
| Nuveen, LLC | 0.01% | — | 403,508 | $36.9M |
| Legal & General Group Plc | 0.01% | Add +7.5% | 403,459 | $36.9M |
| Aberdeen Group plc | 0.07% | Reduce -7.8% | 394,523 | $36.1M |
| Two Sigma Investments, LP | 0.08% | Add +21.9% | 387,486 | $35.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 369,880 | $33.8M |
| Deutsche Bank AG | 0.01% | Reduce -11.4% | 347,559 | $31.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 335,328 | $30.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +12.6% | 331,146 | $30.3M |
| Two Sigma Advisers, LP | 0.06% | Add +71.5% | 313,300 | $28.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.60% | Reduce -0.4% | 299,999 | $27.4M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -23.5% | 294,079 | $26.9M |
| Franklin Resources Inc. | 0.01% | Add +11.7% | 283,771 | $26.0M |
| Rhumbline Advisers | 0.02% | Add +0.7% | 265,394 | $24.3M |
| Rice Hall James & Associates, LLC | 1.42% | Add +73.9% | 263,728 | $24.1M |
| Teachers Retirement System of the State of Kentucky | 0.22% | No change | 261,410 | $23.9M |
| Martingale Asset Management L P | 0.59% | Reduce -6.8% | 251,966 | $23.1M |
| Bridgewater Associates | 0.11% | Add +4.0% | 251,118 | $23.0M |
| Valley Wealth Managers, Inc. | 1.72% | Reduce -0.1% | 247,898 | $22.7M |
| Dudley & Shanley, Inc. | 3.54% | Add +8.9% | 245,411 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.0% | 234,297 | $21.4M |
| Wells Fargo & Company | 0.01% | Add +13.1% | 232,107 | $21.2M |
| Westwood Holdings Group Inc. | 0.16% | Reduce -1.4% | 229,449 | $21.0M |
| Woodline Partners LP | 0.14% | New | 228,445 | $20.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.0% | 224,076 | $20.5M |
| Polar Capital Holdings Plc | 0.13% | No change | 222,900 | $20.4M |
| Liberty One Investment Management, LLC | 2.02% | Add +3.2% | 218,148 | $20.0M |
| Alps Advisors Inc. | 0.11% | Add +7.8% | 214,630 | $19.6M |
| HRT Financial LP | 0.12% | Add +727.7% | 212,535 | $19.4M |
| Bank of Montreal | 0.01% | Add +0.2% | 210,844 | $19.3M |
| Barclays PLC | 0.01% | Reduce -2.9% | 205,621 | $18.8M |
| Caisse de depot et placement du Quebec | 0.04% | New | 184,727 | $16.9M |
| Gotham Asset Management | 0.14% | Add +29.6% | 182,628 | $16.7M |
| Boothbay Fund Management, LLC | 0.60% | Reduce -24.5% | 181,409 | $16.6M |
| ExodusPoint Capital Management, LP | 0.21% | New | 177,059 | $16.2M |
| Running Oak Capital LLC | 1.90% | Add +10.7% | 171,551 | $15.8M |
| Distillate Capital Partners LLC | 0.78% | Reduce -2.1% | 166,949 | $15.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +3.6% | 165,563 | $15.1M |
| Glenmede Trust Co. NA | 0.08% | Reduce -0.5% | 160,194 | $14.7M |
| Verition Fund Management LLC | 0.09% | Reduce -34.0% | 159,075 | $14.6M |
| Northwest & Ethical Investments L.P. | 0.38% | Reduce -18.6% | 154,707 | $14.2M |
| TD Asset Management Inc | 0.01% | Reduce -1.7% | 152,221 | $13.9M |
| Quantinno Capital Management LP | 0.09% | Add +58.6% | 150,714 | $13.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.8% | 150,339 | $13.8M |
| Alaska Permanent Fund Corp | 0.19% | No change | 153,043 | $13.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +16.1% | 147,100 | $13.5M |
| Crossmark Global Holdings, Inc. | 0.23% | Add +2.0% | 145,005 | $13.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +3.6% | 131,162 | $12.0M |
| LPL Financial LLC | 0.00% | Add +5.2% | 129,414 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 129,093 | $11.8M |
| Illinois Municipal Retirement Fund | 0.16% | Add +4.6% | 122,335 | $11.2M |
| Jane Street Group, LLC | 0.02% | Add +195.4% | 115,929 | $10.6M |
| Cwm, LLC | 0.04% | Reduce -0.6% | 113,995 | $10.4M |
| Signature Estate & Investment Advisors LLC | 0.27% | Add +362.9% | 113,985 | $10.4M |
| State of Alaska, Department of Revenue | 0.12% | No change | 113,180 | $10.4M |
| Oak Associates Ltd. | 0.75% | No change | 108,812 | $10.0M |
| Intermede Investment Partners Ltd | 0.31% | Add +0.8% | 108,162 | $9.9M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +1.3% | 108,832 | $9.7M |
| Mackenzie Financial Corp. | 0.01% | Add +8.9% | 104,503 | $9.6M |
| GW Henssler & Associates Ltd. | 0.55% | Add +37.6% | 104,190 | $9.5M |
| GHP Investment Advisors, Inc. | 0.46% | Add +1.0% | 103,993 | $9.5M |
| Voya Investment Management LLC | 0.01% | Reduce -3.7% | 103,079 | $9.4M |
| Cambiar Investors LLC | 0.40% | Reduce -11.1% | 101,887 | $9.3M |
| Citigroup Inc. | 0.01% | Add +138.8% | 96,437 | $8.8M |
| Tidal Investments LLC | 0.07% | Reduce -3.5% | 95,623 | $8.7M |
| Marks Group Wealth Management, Inc | 0.83% | Add +3.5% | 93,996 | $8.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | New | 93,162 | $8.5M |
| BNP Paribas Financial Markets | 0.01% | Add +36.0% | 91,301 | $8.4M |
| D. E. Shaw & Co. | 0.01% | Add +6.3% | 86,279 | $7.9M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -50.4% | 83,322 | $7.6M |
| Public Employees Retirement System of Ohio | 0.03% | Add +102.1% | 82,407 | $7.5M |
| Moran Wealth Management, LLC | 0.25% | Add +946.8% | 81,837 | $7.5M |
| Lingohr Asset Management GmbH | 1.87% | Add +639.1% | 81,771 | $7.5M |
| PGGM Investments | 0.10% | No change | 78,714 | $7.2M |
| SG Americas Securities, LLC | 0.02% | Add +22.9% | 73,454 | $6.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +33.3% | 73,389 | $6.7M |
| Carolina Wealth Advisors, LLC | 3.55% | New | 71,927 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -0.7% | 71,810 | $6.6M |
| Dividend Assets Capital, LLC | 1.24% | Add +1.2% | 71,548 | $6.5M |
| Millennium Management | 0.01% | Add +458.3% | 67,047 | $6.1M |
| Howe & Rusling Inc. | 0.51% | Reduce -32.0% | 66,592 | $6.1M |
| Martin & Co. Inc. | 1.15% | Add +1.0% | 65,281 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +17.3% | 61,640 | $5.6M |
| Diversified Trust Co. | 0.14% | Add +0.8% | 60,836 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | Add +20.8% | 60,514 | $5.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.06% | New | 60,000 | $5.5M |
| Credit Agricole S A | 0.02% | Add +3.6% | 58,000 | $5.3M |
| Macquarie Group Ltd. | 0.01% | Add +19.1% | 57,288 | $5.2M |
| APG Asset Management N.V. | 0.02% | Add +3.4% | 61,300 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +186.0% | 49,746 | $4.6M |
| Value Holdings Management Co. LLC | 0.85% | No change | 49,575 | $4.5M |
| Aptus Capital Advisors, LLC | 0.05% | Add +13.0% | 49,403 | $4.5M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +1.9% | 48,358 | $4.4M |
| Prudential PLC | 0.02% | Add +2.8% | 48,275 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.9% | 48,021 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +1.8% | 47,742 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -5.9% | 47,527 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -5.9% | 47,527 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +10.3% | 45,938 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +1.9% | 45,052 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -42.4% | 45,039 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.2% | 42,994 | $3.9M |
| Wasatch Advisors LP | 0.02% | Add +2.5% | 41,900 | $3.8M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -5.7% | 41,329 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -0.1% | 40,803 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 40,000 | $3.7M |
| Hixon Zuercher, LLC | 1.29% | Add +2.9% | 39,853 | $3.6M |
| Morton Community Bank | 0.94% | Add +3.6% | 39,210 | $3.6M |
| Alpine Woods Capital Investors, LLC | 0.90% | Reduce -31.5% | 38,968 | $3.6M |
| Corbyn Investment Management Inc. | 1.66% | Add +0.4% | 38,866 | $3.6M |
| Dean Investment Associates, LLC | 0.52% | Reduce -2.2% | 38,729 | $3.5M |
| Foster & Motley Inc. | 0.22% | Add +21.5% | 37,830 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.3% | 37,469 | $3.4M |
| Van Eck Associates Corp. | 0.00% | Add +6.3% | 37,146 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -7.8% | 36,892 | $3.4M |
| Evexia Wealth LLC | 1.22% | Reduce -0.5% | 39,327 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +20.8% | 35,002 | $3.2M |
| Tudor Investment Corporation | 0.03% | Add +612.3% | 33,587 | $3.1M |
| Silver Lake Advisory, LLC | 1.29% | Reduce -2.4% | 32,330 | $3.0M |
| GWN Securities Inc. | 0.17% | Add +271.4% | 32,127 | $2.9M |
| Panagora Asset Management Inc. | 0.01% | Reduce -27.6% | 31,682 | $2.9M |
| Kingsview Wealth Management, LLC | 0.05% | New | 31,582 | $2.9M |
| WINTON GROUP Ltd | 0.17% | New | 31,202 | $2.9M |
| Agf Management Ltd. | 0.01% | Add +2.2% | 30,425 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +4.9% | 30,464 | $2.8M |
| STRS Ohio | 0.01% | New | 29,675 | $2.7M |
| Legato Capital Management LLC | 0.36% | Add +10.6% | 29,462 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Add +10.3% | 28,824 | $2.6M |
| CI Investments Inc. | 0.01% | Add +83.6% | 27,341 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.04% | No change | 27,135 | $2.5M |
| Headlands Technologies LLC | 0.28% | Add +53.6% | 27,008 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -1.1% | 26,092 | $2.4M |
| Man Group plc | 0.01% | Reduce -28.9% | 25,054 | $2.3M |
| Hancock Whitney Corp. | 0.07% | Add +0.2% | 24,816 | $2.3M |
| USS Investment Management Ltd | 0.02% | Add +10.8% | 24,761 | $2.3M |
| Ballast Asset Management, LP | 1.19% | Add +1.4% | 24,734 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +17.4% | 24,578 | $2.3M |
| Icon Advisers Inc. | 0.53% | New | 24,436 | $2.2M |
| Clark Estates Inc. | 0.47% | Reduce -27.6% | 24,076 | $2.2M |
| C WorldWide Group Holding A/S | 0.03% | No change | 22,278 | $2.0M |
| Creative Planning | 0.00% | Add +29.0% | 21,769 | $2.0M |
| Banque Cantonale Vaudoise | 0.09% | — | 21,266 | $1.9M |
| Edmp, Inc. | 1.63% | Add +65.9% | 21,247 | $1.9M |
| Mariner, LLC | 0.00% | Add +25.3% | 21,047 | $1.9M |
| New South Capital Management Inc. | 0.09% | Reduce -10.4% | 20,849 | $1.9M |
| Twin Capital Management Inc. | 0.21% | New | 19,999 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.8% | 19,880 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -11.7% | 19,864 | $1.8M |
| Hilton Capital Management, LLC | 0.15% | Add +12.8% | 19,859 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -30.3% | 19,336 | $1.8M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 18,632 | $1.7M |
| Gries Financial LLC | 0.33% | Reduce -4.5% | 18,588 | $1.7M |
| Dark Forest Capital Management LP | 0.08% | New | 18,449 | $1.7M |
| Utah Retirement Systems | 0.02% | Reduce -3.1% | 18,352 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Add +11.9% | 18,323 | $1.7M |
| Advisor OS, LLC | 0.19% | Add +12.0% | 18,319 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.58% | Add +0.0% | 18,187 | $1.7M |
| Beck Mack & Oliver LLC | 0.03% | Add +0.5% | 17,617 | $1.6M |
| Donald L. Hagan, LLC | 0.83% | Add +1.3% | 17,456 | $1.6M |
| Quadrature Capital Ltd | 0.04% | New | 17,423 | $1.6M |
| Range Financial Group LLC | 0.71% | Add +7.5% | 17,367 | $1.6M |
| ARGA Investment Management, LP | 0.05% | No change | 17,031 | $1.6M |
| Riverwater Partners LLC | 0.78% | Reduce -1.6% | 16,669 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.9% | 16,401 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.1% | 16,456 | $1.5M |
| Delphi Management Inc. | 1.53% | Reduce -6.3% | 16,384 | $1.5M |
| Empowered Funds, LLC | 0.02% | Add +12.0% | 15,979 | $1.5M |
| Ethic Inc. | 0.03% | Add +25.7% | 16,016 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.1% | 15,544 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -98.5% | 14,413 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 14,244 | $1.3M |
| Strategic Global Advisors, LLC | 0.26% | Reduce -2.4% | 14,178 | $1.3M |
| Oddo BHF Asset Management Sas | 0.05% | Add +6.4% | 14,122 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.6% | 14,037 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -5.9% | 14,009 | $1.3M |
| Burney Co./ | 0.05% | Reduce -2.0% | 13,918 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +5.5% | 13,798 | $1.3M |
| Paradigm Asset Management Co. LLC | 0.33% | No change | 13,400 | $1.2M |
| Amundi | 0.00% | Add +73.0% | 13,778 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +19.4% | 13,177 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -96.7% | 12,549 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +29.1% | 12,469 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.5% | 11,977 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +20.9% | 11,657 | $1.1M |
| CCM Investment Group, LLC | 0.11% | Reduce -1.0% | 11,740 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.8% | 11,116 | $1.0M |
| Bayesian Capital Management, LP | 0.17% | New | 11,103 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -26.0% | 11,100 | $1.0M |
| SummitTX Capital, L.P. | 0.04% | — | 10,929 | $1.0M |
| Belpointe Asset Management LLC | 0.05% | New | 10,737 | $982K |
| Vident Advisory, LLC | 0.01% | Reduce -8.2% | 10,633 | $973K |
| Portfolio Design Labs, LLC | 0.20% | Reduce -22.4% | 10,599 | $970K |
| Ironwood Investment Counsel, LLC | 0.17% | Add +11.7% | 10,447 | $956K |
| Redmond Asset Management, LLC | 0.25% | No change | 10,416 | $953K |
| Parallel Advisors, LLC | 0.02% | Add +15.9% | 10,239 | $937K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -43.7% | 9,890 | $905K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -1.5% | 9,825 | $899K |
| Norges Bank | 0.00% | No change | 9,675 | $885K |
| Daiwa Securities Group Inc. | 0.00% | No change | 9,366 | $857K |
| CX Institutional | 0.03% | New | 9,229 | $844K |
| Quantessence Capital LLC | 0.21% | New | 9,100 | $833K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.1% | 9,134 | $831K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +0.0% | 8,919 | $816K |
| Guggenheim Capital LLC | 0.01% | Reduce -2.0% | 8,743 | $800K |
| State of Wisconsin Investment Board | 0.00% | No change | 8,521 | $780K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 8,389 | $768K |
| Ascent Group, LLC | 0.03% | Reduce -6.1% | 8,356 | $765K |
| Money Concepts Capital Corp. | 0.06% | Add +22.7% | 8,246 | $754K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -4.8% | 8,198 | $750K |
| Formidable Asset Management, LLC | 0.12% | No change | 8,088 | $740K |
| Atria Investments, Inc | 0.01% | Reduce -0.3% | 8,026 | $734K |
| Commerce Bank | 0.00% | Add +0.7% | 7,793 | $713K |
| Sowell Financial Services LLC | 0.03% | New | 7,685 | $703K |
| Y.D. More Investments Ltd | 0.06% | Reduce -0.7% | 7,685 | $703K |
| Affinity Investment Advisors, LLC | 0.57% | Reduce -10.6% | 7,682 | $703K |
| Caprock Group, LLC | 0.02% | New | 7,622 | $702K |
| Townsquare Capital LLC | 0.01% | Add +25.8% | 7,617 | $697K |
| Nebula Research & Development LLC | 0.06% | Reduce -0.7% | 7,602 | $696K |
| MJP Associates Inc. | 0.13% | Add +22.7% | 7,595 | $695K |
| Cerity Partners LLC | 0.00% | Reduce -29.5% | 7,574 | $693K |
| Fifth Third Bancorp | 0.00% | Add +3.1% | 7,537 | $690K |
| Bank of Nova Scotia | 0.00% | Add +26.0% | 7,454 | $682K |
| Systematic Financial Management LP | 0.02% | Reduce -70.9% | 7,309 | $669K |
| Mirabella Financial Services LLP | 0.03% | No change | 7,151 | $651K |
| California State Teachers Retirement System | 0.00% | Reduce -14.4% | 7,093 | $649K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 6,966 | $637K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 6,738 | $616K |
| &partners | 0.01% | Add +8.7% | 6,659 | $605K |
| Sawgrass Asset Management LLC | 0.07% | Reduce -3.7% | 6,583 | $602K |
| Trivium Point Advisory, LLC | 0.07% | No change | 6,551 | $599K |
| Axq Capital, LP | 0.24% | Reduce -24.0% | 6,504 | $595K |
| GMO | 0.00% | Reduce -54.5% | 6,492 | $594K |
| Verdence Capital Advisors LLC | 0.04% | Add +45.4% | 6,424 | $588K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Reduce -51.2% | 6,383 | $584K |
| Steph & Co. | 0.21% | Reduce -5.9% | 6,257 | $573K |
| CSS LLC | 0.11% | Reduce -14.0% | 6,250 | $572K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.5% | 6,167 | $564K |
| Fisher Asset Management | 0.00% | Reduce -33.4% | 6,060 | $555K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.3% | 5,920 | $542K |
| Amalgamated Bank | 0.00% | Reduce -1.3% | 5,875 | $538K |
| Fortis Capital Advisors, LLC | 0.11% | New | 5,842 | $535K |
| Denali Advisors LLC | 0.06% | Add +3.6% | 5,810 | $532K |
| Intrepid Financial Planning Group LLC | 0.24% | Reduce -11.4% | 5,775 | $528K |
| Versor Investments LP | 0.09% | New | 5,700 | $522K |
| Inspire Advisors, LLC | 0.06% | Reduce -24.5% | 5,682 | $520K |
| Excalibur Management Corp. | 0.20% | No change | 5,676 | $519K |
| William Blair Investment Management, LLC | 0.00% | Reduce -0.3% | 5,517 | $505K |
| Tempus Wealth Planning, LLC | 0.15% | Add +7.3% | 5,490 | $502K |
| Sanders Morris Harris LLC | 0.08% | No change | 5,500 | $501K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.9% | 5,432 | $497K |
| Xponance LLC | 0.00% | Add +6.0% | 5,339 | $489K |
| AdvisorShares Investments LLC | 0.09% | New | 5,300 | $482K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 5,247 | $480K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.4% | 5,247 | $480K |
| HB Wealth Management, LLC | 0.00% | Add +35.5% | 5,202 | $476K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -79.9% | 5,200 | $476K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.8% | 5,076 | $464K |
| Synovus Financial Corp. | 0.01% | New | 5,062 | $463K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -2.9% | 4,920 | $450K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,700 | $430K |
| Integrated Investment Consultants, LLC | 0.09% | Add +1.6% | 4,691 | $429K |
| Isthmus Partners, LLC | 0.05% | Add +2.4% | 4,537 | $415K |
| HSBC Holdings PLC | 0.00% | Reduce -37.4% | 4,577 | $415K |
| First Business Financial Services, Inc. | 0.04% | No change | 4,450 | $407K |
| Aviso Financial Inc. | 0.02% | Reduce -7.3% | 4,450 | $407K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.0% | 4,390 | $402K |
| Groesbeck Investment Management Corp. | 0.55% | Reduce -13.0% | 4,316 | $395K |
| Prudential Financial Inc. | 0.00% | Add +78.5% | 4,283 | $392K |
| Simon Quick Advisors, LLC | 0.02% | Add +38.3% | 4,249 | $389K |
| Sylvest Advisors, LLC | 0.24% | Add +24.4% | 4,211 | $385K |
| Mutual Advisors, LLC | 0.01% | Add +16.2% | 4,378 | $377K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 4,227 | $369K |
| Magnetar Financial LLC | 0.01% | New | 4,025 | $368K |
| Savant Capital, LLC | 0.00% | Add +29.5% | 4,022 | $368K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 3,999 | $366K |
| Scotia Capital Inc. | 0.00% | Add +1.2% | 3,988 | $365K |
| Norden Group LLC | 0.04% | Add +26.9% | 3,978 | $364K |
| Johnson Financial Group, Inc. | 0.02% | Add +22.2% | 3,931 | $362K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -23.8% | 3,953 | $362K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.9% | 4,471 | $360K |
| AE Wealth Management LLC | 0.00% | Reduce -52.2% | 3,919 | $359K |
| AXA S.A. | 0.00% | Reduce -4.7% | 3,916 | $358K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.1% | 3,898 | $357K |
| Callan Family Office, LLC | 0.03% | Add +41.0% | 3,871 | $354K |
| CIBC Asset Management Inc | 0.00% | Add +1.8% | 3,686 | $337K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 3,661 | $335K |
| Callan Capital, LLC | 0.02% | Add +43.1% | 3,651 | $334K |
| Raiffeisen Bank International AG | 0.01% | No change | 3,596 | $327K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,560 | $326K |
| Net Worth Advisory Group | 0.10% | Add +13.3% | 3,437 | $314K |
| Inspire Investing, LLC | 0.04% | Add +12.9% | 3,422 | $313K |
| Human Investing LLC | 0.05% | Reduce -26.8% | 3,372 | $309K |
| Financial Counselors Inc. | 0.00% | Reduce -27.0% | 3,312 | $303K |
| Atlas Capital Advisors Inc. | 0.04% | Add +37.5% | 3,307 | $303K |
| Yousif Capital Management, LLC | 0.00% | Add +2.6% | 3,254 | $298K |
| Equitable Trust Co. | 0.02% | No change | 3,235 | $296K |
| Blair William & Co. | 0.00% | Reduce -1.1% | 3,211 | $294K |
| Ritholtz Wealth Management | 0.01% | Add +18.9% | 3,195 | $292K |
| Aristides Capital LLC | 0.11% | Reduce -11.4% | 3,184 | $291K |
| Huntington National Bank | 0.00% | Add +1.1% | 3,118 | $285K |
| Forum Financial Management, LP | 0.00% | Add +23.9% | 3,102 | $284K |
| QSV Equity Investors LLC | 0.29% | Reduce -0.5% | 3,053 | $279K |
| OneDigital Investment Advisors LLC | 0.00% | Add +20.8% | 3,026 | $277K |
| Lawson Kroeker Investment Management Inc. | 0.05% | Reduce -50.0% | 3,015 | $276K |
| Vest Financial, LLC | 0.00% | New | 3,008 | $275K |
| Citadel Advisors | 0.00% | Reduce -85.5% | 2,900 | $265K |
| Covestor Ltd | 0.18% | Add +8.3% | 2,900 | $265K |
| Severin Investments, LLC | 0.26% | Add +5.2% | 2,878 | $263K |
| Cohen Klingenstein LLC | 0.01% | No change | 2,830 | $259K |
| Applied Finance Capital Management, LLC | 0.02% | Add +1.2% | 2,815 | $258K |
| Mgo One Seven LLC | 0.01% | New | 2,759 | $252K |
| Gateway Investment Advisers LLC | 0.00% | No change | 2,746 | $251K |
| Signaturefd, LLC | 0.00% | Reduce -21.9% | 2,739 | $251K |
| United Capital Financial Advisors, LLC | 0.00% | Add +10.6% | 2,720 | $249K |
| Romano Brothers and Company | 0.03% | No change | 2,700 | $247K |
| Navellier & Associates Inc. | 0.03% | Reduce -30.2% | 2,715 | $243K |
| Knightsbridge Asset Management, LLC | 0.06% | Reduce -21.9% | 2,655 | $243K |
| Henry James International Management Inc. | 0.08% | Add +0.8% | 2,639 | $241K |
| Revisor Wealth Management LLC | 0.11% | New | 2,621 | $241K |
| CFC Planning Co LLC | 0.26% | New | 2,631 | $241K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -97.9% | 2,625 | $240K |
| Claret Asset Management Corp | 0.05% | Add +0.1% | 2,614 | $239K |
| MML Investors Services, LLC | 0.00% | New | 2,608 | $239K |
| CENTRAL TRUST Co | 0.01% | No change | 2,583 | $236K |
| Clear Creek Financial Management, LLC | 0.02% | New | 2,579 | $236K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 2,545 | $233K |
| Merit Financial Group, LLC | 0.00% | New | 2,544 | $233K |
| Summit Financial, LLC | 0.01% | Reduce -35.7% | 2,504 | $229K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.2% | 2,501 | $229K |
| Fullcircle Wealth LLC | 0.09% | New | 2,637 | $229K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 2,482 | $227K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.5% | 2,470 | $226K |
| Alhambra Investment Management LLC | 0.12% | New | 2,461 | $225K |
| Marex Group Ltd | 0.00% | New | 2,433 | $223K |
| USA Financial Formulas | 0.04% | Add +16.9% | 2,426 | $222K |
| Lindbrook Capital, LLC | 0.02% | Add +1266.7% | 2,419 | $221K |
| Keybank National Association | 0.00% | Reduce -66.7% | 2,396 | $219K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.9% | 2,363 | $217K |
| Haven Capital Group, Inc. | 0.24% | No change | 2,352 | $215K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,349 | $215K |
| IFP Advisors, Inc | 0.01% | Add +11.0% | 2,294 | $215K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.4% | 2,348 | $215K |
| Trajan Wealth LLC | 0.01% | Reduce -5.2% | 2,333 | $213K |
| Councilmark Asset Management, LLC | 0.14% | New | 2,235 | $205K |
| OneAscent Financial Services LLC | 0.01% | New | 2,227 | $204K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,216 | $203K |
| MetLife Investment Management, LLC | 0.00% | Add +1.1% | 1,994 | $182K |
| Walleye Trading LLC | 0.01% | Reduce -41.0% | 1,965 | $180K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.4% | 1,941 | $178K |
| GeoWealth Management, LLC | 0.01% | Reduce -61.7% | 1,728 | $158K |
| Allworth Financial LP | 0.00% | Add +13.2% | 1,829 | $157K |
| MAI Capital Management | 0.00% | Add +9.7% | 1,625 | $149K |
| Blue Trust, Inc. | 0.00% | Add +43.1% | 1,586 | $145K |
| Ossiam | 0.00% | Reduce -90.2% | 1,530 | $140K |
| Quadrant Capital Group LLC | 0.00% | Reduce -2.8% | 1,402 | $128K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +11.8% | 1,369 | $125K |
| Manchester Capital Management LLC | 0.02% | No change | 1,350 | $124K |
| Principal Securities, Inc. | 0.00% | No change | 1,341 | $114K |
| WPG Advisers, LLC | 0.10% | Reduce -19.7% | 1,214 | $111K |
| Brooklyn Investment Group | 0.02% | Add +269.5% | 1,186 | $109K |
| Versant Capital Management, Inc | 0.02% | Add +8900.0% | 1,170 | $107K |
| Jones Financial Companies LLLP | 0.00% | Add +169.5% | 1,124 | $102K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,052 | $96K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.5% | 988 | $90K |
| Salem Investment Counselors Inc. | 0.00% | No change | 968 | $89K |
| GAMMA Investing LLC | 0.01% | Add +9.9% | 884 | $81K |
| Danske Bank A/S | 0.00% | New | 877 | $80K |
| Mather Group, Llc. | 0.00% | Reduce -21.3% | 876 | $80K |
| Lazard Asset Management LLC | 0.00% | Reduce -93.6% | 825 | $75K |
| Logan Capital Management Inc. | 0.00% | No change | 776 | $71K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 765 | $70K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.4% | 746 | $68K |
| Geneos Wealth Management Inc. | 0.00% | Add +213.9% | 700 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +123.7% | 689 | $63K |
| FIL Ltd | 0.00% | Add +1.9% | 594 | $54K |
| Quent Capital, LLC | 0.01% | Reduce -6.3% | 536 | $49K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 523 | $48K |
| Kestra Investment Management, LLC | 0.00% | New | 486 | $44K |
| Private Trust Co. NA | 0.00% | Reduce -28.5% | 480 | $44K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.7% | 474 | $43K |
| SVB Wealth LLC | 0.00% | New | 471 | $43K |
| Riverview Trust Co | 0.04% | No change | 460 | $42K |
| Harbour Investments, Inc. | 0.00% | Add +4.8% | 435 | $40K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 422 | $39K |
| Quarry LP | 0.01% | Add +42.2% | 391 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -43.1% | 390 | $35K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -3.6% | 372 | $34K |
| Lanark Financial, Inc. | 0.00% | — | 349 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Add +382.9% | 338 | $31K |
| Spire Wealth Management | 0.00% | Reduce -3.2% | 332 | $30K |
| Cornerstone Planning Group LLC | 0.01% | New | 313 | $27K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 275 | $25K |
| Addison Advisors LLC | 0.01% | No change | 267 | $24K |
| Alpine Bank Wealth Management | 0.00% | — | 266 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 266 | $24K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 256 | $23K |
| Larson Financial Group LLC | 0.00% | Add +43.8% | 233 | $21K |
| WealthCollab, LLC | 0.01% | Add +13.9% | 230 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 230 | $21K |
| Hemington Wealth Management | 0.00% | Add +25.7% | 230 | $21K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $21K |
| Arax Advisory Partners | 0.00% | Add +377.8% | 215 | $20K |
| Bessemer Group Inc. | 0.00% | New | 213 | $19K |
| Binnacle Investments Inc | 0.01% | — | 205 | $19K |
| Peregrine Capital Management LLC | 0.00% | No change | 200 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 151 | $14K |
| Sierra Ocean, LLC | 0.01% | No change | 138 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 136 | $12K |
| Beacon Capital Management, LLC | 0.00% | New | 136 | $12K |
| Operose Advisors LLC | 0.00% | No change | 125 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 121 | $11K |
| TD Private Client Wealth LLC | 0.00% | No change | 118 | $11K |
| Assetmark, Inc. | 0.00% | Add +24.2% | 118 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +44.3% | 114 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +19.5% | 98 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28.9% | 98 | $9K |
| Continuum Advisory, LLC | 0.00% | Add +0.0% | 92 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +11.1% | 90 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -69.3% | 27 | $8K |
| SouthState Bank Corp | 0.00% | New | 86 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 79 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 78 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 75 | $7K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -61.9% | 74 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +68.3% | 69 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -56.5% | 67 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.1% | 64 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 43 | $4K |
| ROSS\JOHNSON & Associates LLC | 0.06% | New | 40 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -53.0% | 39 | $4K |
| Creative Financial Designs Inc. | 0.00% | New | 33 | $3K |
| CVA Family Office, LLC | 0.00% | Reduce -65.9% | 30 | $3K |
| LRI Investments, LLC | 0.00% | No change | 30 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -25.7% | 26 | $2K |
| Grove Bank & Trust | 0.00% | No change | 26 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +4.0% | 26 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 24 | $2K |
| True Wealth Design, LLC | 0.00% | Add +340.0% | 22 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 21 | $2K |
| Sachetta, LLC | 0.00% | Add +110.0% | 21 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.0% | 21 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +216.7% | 19 | $2K |
| HM Payson & Co. | 0.00% | No change | 17 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +200.0% | 15 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 13 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Whittier Trust Co. | 0.00% | No change | 12 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 11 | $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 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 10 | $915 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 10 | $915 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 10 | $915 |
| Bare Financial Services, Inc | 0.00% | New | 6 | $549 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 6 | $549 |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $461 |
| MV Capital Management, Inc. | 0.00% | No change | 5 | $458 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $366 |
| HFM Investment Advisors, LLC | 0.00% | — | 4 | $366 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $276 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $256 |
| McIlrath & Eck, LLC | 0.00% | No change | 2 | $183 |
"% of holder's portfolio" is DOX's weight in each manager's 13F, not the share of Amdocs Ltd. the manager owns.