AmdocsDOX
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 541 institutions reported holding Amdocs Ltd. (DOX) in their 13F filings, up 28 from Q1 2025. 76 opened new positions and 50 sold out. The largest holders were FMR LLC ($1.5B), Pzena Investment Management LLC ($597.7M) and Janus Henderson Group PLC ($528.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $133.9M |
| Exits | 50 | $109.8M |
All 13F filers, Q1 2025 → Q2 2025: 5,147,420 shares bought and 7,759,278 shares sold, net −2,611,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| FMR LLC | 0.08% | Reduce -2.9% | 16,152,150 | $1.5B |
| Pzena Investment Management LLC | 1.94% | Add +2.1% | 6,551,065 | $597.7M |
| Janus Henderson Group PLC | 0.26% | Reduce -13.4% | 5,795,194 | $528.8M |
| Beutel, Goodman & Co Ltd. | 2.42% | Reduce -8.0% | 4,650,708 | $424.3M |
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 3,410,410 | $311.2M |
| LSV Asset Management | 0.72% | Add +6.6% | 3,391,510 | $309.4M |
| Wellington Management Group LLP | 0.05% | Add +15.4% | 3,059,632 | $279.2M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 3,057,237 | $278.9M |
| Allspring Global Investments Holdings, LLC | 0.47% | Reduce -5.6% | 3,019,884 | $278.4M |
| Brandes Investment Partners, LP | 1.92% | Add +1.2% | 2,328,804 | $212.5M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.5% | 2,172,341 | $198.2M |
| Nordea Investment Management AB | 0.16% | Add +18.0% | 1,879,023 | $170.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.0% | 1,810,309 | $166.7M |
| Alliancebernstein L.P. | 0.05% | Reduce -5.2% | 1,786,430 | $163.0M |
| Morgan Stanley | 0.01% | Reduce -4.3% | 1,775,480 | $162.0M |
| State Street Corp. | 0.01% | Add +4.3% | 1,458,796 | $133.9M |
| American Century Companies Inc. | 0.07% | Reduce -34.7% | 1,465,301 | $133.7M |
| Bank of America Corp. | 0.01% | Add +6.2% | 1,324,023 | $120.8M |
| Alyeska Investment Group, L.P. | 0.42% | Reduce -43.9% | 1,307,903 | $119.3M |
| AQR Capital Management | 0.08% | Add +13.8% | 1,087,468 | $99.2M |
| Stifel Financial Corp. | 0.09% | Add +1.5% | 1,032,872 | $94.2M |
| Neuberger Berman Group LLC | 0.07% | Reduce -0.8% | 1,018,369 | $92.9M |
| Northern Trust Corp. | 0.01% | Add +2.2% | 940,878 | $85.8M |
| Russell Investments Group, Ltd. | 0.11% | Add +1.4% | 927,392 | $84.6M |
| Crawford Investment Counsel Inc. | 1.48% | Reduce -1.4% | 925,676 | $84.5M |
| Clearbridge Investments, LLC | 0.06% | New | 782,978 | $71.4M |
| First Trust Advisors LP | 0.06% | Reduce -10.2% | 766,096 | $69.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.4% | 765,463 | $69.8M |
| Wedge Capital Management L L P | 1.16% | Add +11.1% | 711,020 | $64.9M |
| Hotchkis & Wiley Capital Management LLC | 0.20% | Reduce -1.9% | 685,364 | $62.5M |
| Acadian Asset Management LLC | 0.13% | Add +36.2% | 684,218 | $62.4M |
| Boston Trust Walden Corp | 0.44% | Add +5.9% | 678,929 | $61.9M |
| Schroder Investment Management Group | 0.05% | Reduce -22.7% | 653,584 | $59.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +22.1% | 583,375 | $53.2M |
| DigitalBridge Group, Inc. | 5.35% | Add +2.5% | 581,016 | $53.0M |
| UBS Group AG | 0.01% | Reduce -5.6% | 552,231 | $50.4M |
| Sei Investments Co. | 0.06% | Reduce -12.7% | 552,185 | $50.4M |
| Bahl & Gaynor LLC | 0.25% | Reduce -8.4% | 542,545 | $49.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.8% | 541,648 | $49.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -21.0% | 534,391 | $48.8M |
| Invesco Ltd. | 0.01% | Reduce -12.2% | 523,423 | $47.8M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -0.7% | 521,244 | $47.6M |
| Raymond James Financial Inc. | 0.02% | Add +6.2% | 517,191 | $47.2M |
| Seizert Capital Partners, LLC | 2.04% | Reduce -5.5% | 508,191 | $46.4M |
| Allianz Asset Management GmbH | 0.06% | Add +13.0% | 501,809 | $45.8M |
| Victory Capital Management Inc. | 0.03% | Add +3.5% | 501,466 | $45.8M |
| Todd Asset Management LLC | 0.92% | Add +9.3% | 465,835 | $42.5M |
| New York State Common Retirement Fund | 0.06% | Reduce -0.2% | 460,874 | $42.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.9% | 455,953 | $41.6M |
| Vaughan David Investments LLC | 0.92% | Add +2.0% | 453,104 | $41.3M |
| California Public Employees Retirement System | 0.03% | Reduce -14.3% | 450,413 | $41.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +30.9% | 433,350 | $39.5M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 394,571 | $36.0M |
| Legal & General Group Plc | 0.01% | Reduce -4.6% | 385,000 | $35.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +130.0% | 380,817 | $34.7M |
| Woodline Partners LP | 0.18% | Add +63.0% | 372,374 | $34.0M |
| Nuveen, LLC | 0.01% | Reduce -8.9% | 367,686 | $33.5M |
| Deutsche Bank AG | 0.01% | Reduce -5.8% | 327,451 | $29.9M |
| Bridgewater Associates | 0.12% | Add +26.9% | 318,668 | $29.1M |
| Franklin Resources Inc. | 0.01% | Add +8.7% | 308,570 | $28.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.2% | 297,864 | $27.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.46% | Reduce -1.9% | 294,307 | $26.9M |
| Teachers Retirement System of the State of Kentucky | 0.21% | Add +7.8% | 281,910 | $25.7M |
| JPMorgan Chase & Co. | 0.00% | Add +13.6% | 266,124 | $24.3M |
| Two Sigma Investments, LP | 0.05% | Reduce -31.8% | 264,389 | $24.1M |
| Rice Hall James & Associates, LLC | 1.28% | Reduce -0.9% | 261,332 | $23.8M |
| Treasurer of the State of North Carolina | 0.07% | Add +207.3% | 256,081 | $23.4M |
| Rhumbline Advisers | 0.02% | Reduce -4.0% | 254,681 | $23.2M |
| Martingale Asset Management L P | 0.56% | Reduce -1.2% | 248,836 | $22.7M |
| Dudley & Shanley, Inc. | 3.52% | Add +0.2% | 245,901 | $22.4M |
| Valley Wealth Managers, Inc. | 1.59% | Reduce -2.3% | 242,287 | $22.1M |
| Aberdeen Group plc | 0.04% | Reduce -41.2% | 232,133 | $21.2M |
| Westwood Holdings Group Inc. | 0.15% | Reduce -0.8% | 227,561 | $20.8M |
| Polar Capital Holdings Plc | 0.11% | Add +1.4% | 225,932 | $20.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.7% | 225,593 | $20.6M |
| Gotham Asset Management | 0.12% | Add +19.9% | 218,886 | $20.0M |
| Alps Advisors Inc. | 0.11% | Reduce -0.7% | 213,112 | $19.4M |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 211,734 | $19.3M |
| Liberty One Investment Management, LLC | 1.91% | Reduce -5.3% | 206,657 | $18.9M |
| Bank of Montreal | 0.01% | Reduce -3.5% | 203,448 | $18.6M |
| Jane Street Group, LLC | 0.03% | Add +66.7% | 193,228 | $17.6M |
| Quantinno Capital Management LP | 0.08% | Add +26.7% | 191,007 | $17.4M |
| Boothbay Fund Management, LLC | 0.55% | Add +4.7% | 189,840 | $17.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +26.3% | 185,768 | $16.9M |
| Running Oak Capital LLC | 1.78% | Add +2.1% | 175,123 | $16.0M |
| LPL Financial LLC | 0.01% | Add +27.3% | 164,686 | $15.0M |
| Glenmede Investment Management, LP | 0.07% | — | 162,331 | $14.8M |
| Trexquant Investment LP | 0.16% | New | 159,629 | $14.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 152,551 | $13.9M |
| Distillate Capital Partners LLC | 0.73% | Reduce -10.3% | 149,799 | $13.7M |
| Crossmark Global Holdings, Inc. | 0.22% | Add +1.2% | 146,700 | $13.4M |
| Two Sigma Advisers, LP | 0.03% | Reduce -55.3% | 140,200 | $12.8M |
| TD Asset Management Inc | 0.01% | Reduce -9.2% | 138,157 | $12.6M |
| Northwest & Ethical Investments L.P. | 0.30% | Reduce -13.1% | 134,447 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.7% | 130,312 | $11.9M |
| Verition Fund Management LLC | 0.07% | Reduce -18.3% | 129,982 | $11.9M |
| Macquarie Group Ltd. | 0.01% | Add +117.2% | 124,433 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.5% | 116,854 | $10.7M |
| Cwm, LLC | 0.04% | Add +0.9% | 115,017 | $10.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +22.9% | 114,540 | $10.5M |
| Signature Estate & Investment Advisors LLC | 0.24% | Reduce -0.0% | 113,949 | $10.4M |
| GW Henssler & Associates Ltd. | 0.56% | Add +9.3% | 113,895 | $10.4M |
| State of Alaska, Department of Revenue | 0.11% | No change | 113,180 | $10.3M |
| Barclays PLC | 0.00% | Reduce -45.0% | 113,017 | $10.3M |
| Oak Associates Ltd. | 0.65% | No change | 108,812 | $9.9M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -1.3% | 107,432 | $9.9M |
| Intermede Investment Partners Ltd | 0.30% | Reduce -1.9% | 106,092 | $9.7M |
| GHP Investment Advisors, Inc. | 0.42% | Add +0.2% | 104,189 | $9.5M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -16.6% | 102,002 | $9.3M |
| Penserra Capital Management LLC | 0.13% | New | 99,881 | $9.1M |
| Citigroup Inc. | 0.01% | Add +2.1% | 98,448 | $9.0M |
| Cambiar Investors LLC | 0.36% | Reduce -7.3% | 94,440 | $8.6M |
| Marks Group Wealth Management, Inc | 0.78% | Reduce -1.6% | 92,485 | $8.4M |
| Tidal Investments LLC | 0.05% | Reduce -8.2% | 87,767 | $8.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +14.7% | 84,195 | $7.7M |
| Mackenzie Financial Corp. | 0.01% | Reduce -22.9% | 80,614 | $7.4M |
| Talaria Asset Management Pty Ltd | 1.71% | New | 79,200 | $7.2M |
| Lazard Asset Management LLC | 0.01% | Add +8776.1% | 73,228 | $6.7M |
| Carolina Wealth Advisors, LLC | 3.27% | Add +0.8% | 72,514 | $6.6M |
| Dividend Assets Capital, LLC | 1.19% | Reduce -0.0% | 71,537 | $6.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.06% | Add +16.7% | 70,000 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -2.9% | 69,737 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +9.5% | 67,500 | $6.2M |
| Howe & Rusling Inc. | 0.45% | Add +0.0% | 66,606 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -35.6% | 66,398 | $6.1M |
| Martin & Co. Inc. | 1.09% | Reduce -0.8% | 64,746 | $5.9M |
| Dean Investment Associates, LLC | 0.86% | Add +64.6% | 63,747 | $5.8M |
| Prudential PLC | 0.04% | Add +31.2% | 63,330 | $5.8M |
| Handelsbanken Fonder AB | 0.02% | Add +4.5% | 63,244 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.3% | 58,121 | $5.3M |
| Diversified Trust Co. | 0.12% | Reduce -5.4% | 57,546 | $5.3M |
| APG Asset Management N.V. | 0.01% | Add +4.4% | 64,000 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +14.1% | 54,204 | $4.9M |
| Aptus Capital Advisors, LLC | 0.05% | Add +9.6% | 54,162 | $4.9M |
| Value Holdings Management Co. LLC | 0.80% | No change | 49,575 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.5% | 48,282 | $4.5M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -0.1% | 48,309 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.7% | 46,299 | $4.2M |
| Foster & Motley Inc. | 0.24% | Add +21.0% | 45,764 | $4.2M |
| Commerce Bank | 0.02% | Add +485.9% | 45,658 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.7% | 44,753 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -5.2% | 43,534 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -13.3% | 43,126 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +4.3% | 42,572 | $3.9M |
| Alpine Woods Capital Investors, LLC | 0.92% | Add +9.0% | 42,491 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -11.0% | 42,483 | $3.9M |
| Wasatch Advisors LP | 0.02% | No change | 41,900 | $3.8M |
| Morton Community Bank | 0.94% | Add +5.5% | 41,385 | $3.8M |
| Dark Forest Capital Management LP | 0.15% | Add +121.5% | 40,864 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 40,000 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.7% | 39,796 | $3.6M |
| Hixon Zuercher, LLC | 1.17% | Reduce -0.1% | 39,792 | $3.6M |
| Evexia Wealth LLC | 1.14% | Add +2.9% | 40,468 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -53.1% | 38,607 | $3.5M |
| Corbyn Investment Management Inc. | 1.58% | Reduce -1.3% | 38,347 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +123.0% | 36,696 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 35,176 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -11.3% | 32,938 | $3.0M |
| Agf Management Ltd. | 0.01% | Add +7.2% | 32,624 | $3.0M |
| Silver Lake Advisory, LLC | 1.26% | Add +0.1% | 32,360 | $3.0M |
| STRS Ohio | 0.01% | Add +7.5% | 31,886 | $2.9M |
| Creative Planning | 0.00% | Add +40.2% | 30,524 | $2.8M |
| GWN Securities Inc. | 0.50% | Reduce -9.2% | 29,158 | $2.7M |
| Two Point Capital Management, Inc. | 1.14% | — | 29,233 | $2.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.6% | 28,658 | $2.6M |
| Legato Capital Management LLC | 0.30% | Reduce -5.3% | 27,891 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.07% | No change | 27,135 | $2.5M |
| CI Investments Inc. | 0.01% | Reduce -2.3% | 26,725 | $2.4M |
| Strategic Global Advisors, LLC | 0.39% | Add +84.5% | 26,158 | $2.4M |
| Man Group plc | 0.01% | Add +3.0% | 25,814 | $2.4M |
| Hancock Whitney Corp. | 0.04% | Add +2.3% | 25,397 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +78.7% | 25,078 | $2.3M |
| USS Investment Management Ltd | 0.01% | No change | 24,761 | $2.3M |
| Ballast Asset Management, LP | 1.17% | No change | 24,734 | $2.3M |
| Icon Advisers Inc. | 0.51% | No change | 24,436 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -20.8% | 24,130 | $2.2M |
| Inceptionr LLC | 0.51% | New | 23,991 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -5.3% | 23,274 | $2.1M |
| Mariner, LLC | 0.00% | Add +9.4% | 23,035 | $2.1M |
| Engineers Gate Manager LP | 0.03% | New | 22,397 | $2.0M |
| C WorldWide Group Holding A/S | 0.03% | No change | 22,278 | $2.0M |
| Hilton Capital Management, LLC | 0.16% | Add +10.4% | 21,932 | $2.0M |
| Banque Cantonale Vaudoise | 0.08% | Add +2.5% | 21,802 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.26% | New | 21,299 | $1.9M |
| M&T Bank Corp | 0.01% | Add +5.3% | 20,913 | $1.9M |
| Edmp, Inc. | 1.61% | Reduce -2.2% | 20,787 | $1.9M |
| Twin Capital Management Inc. | 0.20% | Add +3.0% | 20,605 | $1.9M |
| Ethic Inc. | 0.03% | Add +28.5% | 20,575 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.3% | 19,945 | $1.8M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -23.8% | 19,881 | $1.8M |
| Sciencast Management LP | 0.37% | New | 19,857 | $1.8M |
| Gries Financial LLC | 0.32% | Add +3.6% | 19,264 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -77.8% | 19,192 | $1.8M |
| Headlands Technologies LLC | 0.21% | Reduce -29.6% | 19,010 | $1.7M |
| Advisor OS, LLC | 0.17% | Add +3.1% | 18,885 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +69.4% | 18,800 | $1.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | No change | 18,632 | $1.7M |
| Tudor Investment Corporation | 0.01% | Reduce -44.8% | 18,549 | $1.7M |
| Point72 Asset Management | 0.00% | New | 18,495 | $1.7M |
| Millennium Management | 0.00% | Reduce -72.4% | 18,480 | $1.7M |
| Utah Retirement Systems | 0.02% | Reduce -0.6% | 18,243 | $1.7M |
| Range Financial Group LLC | 0.65% | Add +4.9% | 18,213 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.55% | Reduce -0.3% | 18,140 | $1.7M |
| Beck Mack & Oliver LLC | 0.03% | Add +0.6% | 17,725 | $1.6M |
| Ritholtz Wealth Management | 0.04% | Add +445.4% | 17,425 | $1.6M |
| Fox Run Management, L.L.C. | 0.26% | New | 17,205 | $1.6M |
| Donald L. Hagan, LLC | 0.78% | Reduce -1.9% | 17,131 | $1.6M |
| HRT Financial LP | 0.01% | Reduce -92.1% | 16,877 | $1.5M |
| Twinbeech Capital LP | 0.03% | New | 16,855 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -13.5% | 16,717 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.0% | 16,625 | $1.5M |
| Riverwater Partners LLC | 0.71% | Reduce -0.4% | 16,600 | $1.5M |
| Mirabella Financial Services LLP | 0.16% | Add +131.3% | 16,540 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | No change | 16,401 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 16,105 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +568.5% | 15,703 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -15.6% | 15,473 | $1.4M |
| Delphi Management Inc. | 1.34% | Reduce -7.0% | 15,240 | $1.4M |
| Point72 Europe (London) LLP | 0.07% | New | 15,011 | $1.4M |
| Axq Capital, LP | 0.44% | Add +127.4% | 14,788 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +17.1% | 14,696 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +5.1% | 14,496 | $1.3M |
| Empowered Funds, LLC | 0.01% | Reduce -10.4% | 14,323 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +88.9% | 14,307 | $1.3M |
| Citadel Advisors | 0.00% | Add +379.0% | 13,891 | $1.3M |
| Oddo BHF Asset Management Sas | 0.05% | Reduce -1.7% | 13,885 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 13,733 | $1.3M |
| Burney Co./ | 0.04% | Reduce -2.0% | 13,636 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +195.6% | 13,528 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Add +5.1% | 13,110 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 13,110 | $1.2M |
| Daiwa Securities Group Inc. | 0.00% | Add +36.8% | 12,816 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.5% | 12,761 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -13.0% | 12,534 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -12.5% | 11,525 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +11.9% | 11,455 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.4% | 11,382 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.5% | 11,324 | $1.0M |
| Nebula Research & Development LLC | 0.08% | Add +43.8% | 10,935 | $998K |
| Lecap Asset Management Ltd. | 0.35% | New | 10,832 | $988K |
| Quantbot Technologies LP | 0.03% | New | 10,789 | $984K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +15.6% | 10,555 | $963K |
| Portfolio Design Labs, LLC | 0.19% | Reduce -1.8% | 10,413 | $950K |
| Atria Investments, Inc | 0.01% | Add +26.4% | 10,142 | $925K |
| Harbor Investment Advisory, LLC | 0.08% | Add +2.9% | 10,106 | $922K |
| Oak Thistle LLC | 0.14% | New | 10,060 | $918K |
| State of Wisconsin Investment Board | 0.00% | Add +17.9% | 10,045 | $917K |
| Money Concepts Capital Corp. | 0.06% | Add +20.9% | 9,972 | $910K |
| Callan Family Office, LLC | 0.03% | Add +157.1% | 9,952 | $908K |
| ARGA Investment Management, LP | 0.02% | Reduce -41.6% | 9,949 | $908K |
| WINTON GROUP Ltd | 0.05% | Reduce -68.5% | 9,817 | $896K |
| Redmond Asset Management, LLC | 0.21% | Reduce -5.8% | 9,816 | $896K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -1.8% | 9,710 | $886K |
| Paradigm Asset Management Co. LLC | 0.22% | Reduce -27.6% | 9,700 | $885K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.4% | 9,430 | $860K |
| CX Institutional | 0.03% | Add +0.4% | 9,264 | $845K |
| &partners | 0.01% | Add +37.4% | 9,148 | $835K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 8,931 | $815K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 8,919 | $814K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -76.3% | 8,885 | $811K |
| Atlas Capital Advisors Inc. | 0.10% | Add +168.1% | 8,867 | $809K |
| Ascent Group, LLC | 0.03% | Add +4.5% | 8,734 | $797K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.6% | 8,602 | $785K |
| Amundi | 0.00% | Reduce -39.9% | 8,284 | $760K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.5% | 8,322 | $759K |
| Two Sigma Securities, LLC | 0.09% | New | 8,274 | $755K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +18.5% | 8,256 | $753K |
| Severin Investments, LLC | 0.70% | Add +183.9% | 8,172 | $746K |
| Sowell Financial Services LLC | 0.03% | Add +5.7% | 8,123 | $741K |
| Savant Capital, LLC | 0.01% | Add +93.5% | 7,784 | $710K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -5.7% | 7,734 | $706K |
| Sawgrass Asset Management LLC | 0.08% | Add +16.8% | 7,687 | $701K |
| Hillsdale Investment Management Inc. | 0.03% | New | 7,680 | $701K |
| Balyasny Asset Management L.P. | 0.00% | Add +93.4% | 7,644 | $697K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -78.4% | 7,568 | $694K |
| MJP Associates Inc. | 0.10% | Reduce -0.2% | 7,577 | $691K |
| Formidable Asset Management, LLC | 0.12% | Reduce -6.4% | 7,568 | $691K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +105.3% | 7,518 | $686K |
| Fifth Third Bancorp | 0.00% | Reduce -0.4% | 7,506 | $685K |
| Affinity Investment Advisors, LLC | 0.51% | Reduce -3.5% | 7,415 | $677K |
| Sterling Capital Management LLC | 0.01% | Add +19.2% | 7,349 | $671K |
| Lingohr Asset Management GmbH | 1.21% | Reduce -91.1% | 7,304 | $666K |
| Trivium Point Advisory, LLC | 0.07% | Add +11.2% | 7,285 | $665K |
| Systematic Financial Management LP | 0.02% | Reduce -1.3% | 7,214 | $658K |
| Whalen Wealth Management Inc. | 0.40% | New | 7,065 | $645K |
| CSS LLC | 0.12% | Add +11.8% | 6,990 | $638K |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 6,964 | $635K |
| Amalgamated Bank | 0.00% | Add +17.8% | 6,923 | $632K |
| Moran Wealth Management, LLC | 0.02% | Reduce -91.9% | 6,618 | $604K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.9% | 6,607 | $603K |
| Integrated Investment Consultants, LLC | 0.11% | Add +36.6% | 6,407 | $585K |
| First Horizon Advisors, Inc. | 0.01% | Add +7.0% | 6,332 | $578K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.0% | 6,298 | $575K |
| Prudential Financial Inc. | 0.00% | Add +51.1% | 6,470 | $567K |
| Jain Global LLC | 0.01% | New | 6,197 | $565K |
| Steph & Co. | 0.18% | Reduce -1.1% | 6,189 | $565K |
| Denali Advisors LLC | 0.06% | Add +1.7% | 5,910 | $539K |
| Merit Financial Group, LLC | 0.01% | Add +129.3% | 5,833 | $532K |
| Intrepid Financial Planning Group LLC | 0.22% | Reduce -0.3% | 5,758 | $525K |
| Excalibur Management Corp. | 0.19% | No change | 5,676 | $518K |
| William Blair Investment Management, LLC | 0.00% | Add +2.4% | 5,650 | $516K |
| Aviva PLC | 0.00% | New | 5,639 | $515K |
| Tempus Wealth Planning, LLC | 0.13% | Add +0.7% | 5,527 | $504K |
| State of Wyoming | 0.06% | New | 5,464 | $499K |
| Xponance LLC | 0.00% | Add +0.6% | 5,373 | $490K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,247 | $479K |
| Evergreen Capital Management LLC | 0.01% | New | 5,154 | $473K |
| Synovus Financial Corp. | 0.01% | Add +1.4% | 5,135 | $469K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.4% | 5,075 | $463K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.1% | 5,072 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.7% | 5,068 | $462K |
| Dakota Wealth Management | 0.01% | New | 5,016 | $458K |
| AdvisorShares Investments LLC | 0.08% | Reduce -6.3% | 4,964 | $453K |
| Inspire Advisors, LLC | 0.05% | Reduce -13.4% | 4,919 | $449K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -0.3% | 4,906 | $448K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.1% | 4,831 | $441K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +7437.5% | 4,824 | $440K |
| Sylvest Advisors, LLC | 0.25% | Add +14.5% | 4,823 | $440K |
| Aviso Financial Inc. | 0.02% | Add +7.5% | 4,785 | $437K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.4% | 4,761 | $434K |
| Point72 Hong Kong Ltd | 0.03% | New | 4,737 | $432K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,700 | $429K |
| Isthmus Partners, LLC | 0.05% | No change | 4,537 | $414K |
| First Business Financial Services, Inc. | 0.04% | No change | 4,450 | $406K |
| Farringdon Capital, Ltd. | 0.14% | New | 4,416 | $403K |
| Fulton Bank, N.A. | 0.01% | Add +0.3% | 4,403 | $402K |
| Choreo, LLC | 0.01% | New | 4,352 | $400K |
| Mutual Advisors, LLC | 0.01% | Add +3.1% | 4,516 | $397K |
| Vise Technologies, Inc. | 0.02% | — | 4,329 | $395K |
| Gsa Capital Partners LLP | 0.03% | New | 4,317 | $394K |
| Prelude Capital Management, LLC | 0.04% | New | 4,314 | $394K |
| Norden Group LLC | 0.04% | Add +7.8% | 4,290 | $391K |
| Bank of Nova Scotia | 0.00% | Reduce -43.6% | 4,203 | $383K |
| Fisher Asset Management | 0.00% | Reduce -31.4% | 4,158 | $379K |
| Scotia Capital Inc. | 0.00% | Add +3.9% | 4,144 | $378K |
| Y.D. More Investments Ltd | 0.03% | Reduce -46.5% | 4,115 | $375K |
| AE Wealth Management LLC | 0.00% | Add +4.5% | 4,096 | $374K |
| Impact Partnership Wealth, LLC | 0.07% | New | 3,943 | $360K |
| Syon Capital LLC | 0.02% | New | 3,886 | $355K |
| AXA S.A. | 0.00% | Reduce -2.4% | 3,824 | $349K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.9% | 3,786 | $345K |
| CIBC Asset Management Inc | 0.00% | No change | 3,686 | $336K |
| Net Worth Advisory Group | 0.07% | Add +4.0% | 3,574 | $326K |
| Raiffeisen Bank International AG | 0.00% | No change | 3,596 | $326K |
| Midwest Trust Co | 0.00% | — | 3,544 | $323K |
| OneDigital Investment Advisors LLC | 0.00% | Add +16.7% | 3,530 | $322K |
| Encompass More Asset Management | 0.07% | New | 3,467 | $316K |
| Vest Financial, LLC | 0.00% | Add +14.8% | 3,452 | $315K |
| Walleye Trading LLC | 0.01% | Add +71.8% | 3,375 | $308K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Reduce -47.1% | 3,375 | $308K |
| Fieldview Capital Management, LLC | 0.05% | New | 3,365 | $307K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 3,322 | $303K |
| Clear Creek Financial Management, LLC | 0.03% | Add +28.4% | 3,311 | $302K |
| 111 Capital | 0.05% | New | 3,310 | $302K |
| Inscription Capital, LLC | 0.04% | New | 3,284 | $300K |
| Groesbeck Investment Management Corp. | 0.52% | Reduce -24.0% | 3,282 | $299K |
| Huntington National Bank | 0.00% | Add +5.0% | 3,273 | $299K |
| Human Investing LLC | 0.05% | Reduce -3.1% | 3,267 | $298K |
| denkapparat Operations GmbH | 0.24% | New | 3,256 | $297K |
| Equitable Trust Co. | 0.01% | No change | 3,235 | $295K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -9.2% | 3,234 | $295K |
| Blair William & Co. | 0.00% | Add +0.2% | 3,216 | $293K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.7% | 3,200 | $292K |
| USA Financial Formulas | 0.05% | Add +31.4% | 3,187 | $291K |
| Mma Asset Management LLC | 0.11% | New | 3,141 | $287K |
| Inspire Investing, LLC | 0.03% | Reduce -9.4% | 3,099 | $283K |
| QSV Equity Investors LLC | 0.29% | Reduce -0.1% | 3,050 | $278K |
| Lawson Kroeker Investment Management Inc. | 0.05% | No change | 3,015 | $275K |
| Mgo One Seven LLC | 0.01% | Add +5.1% | 2,899 | $264K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Reduce -31.6% | 2,891 | $264K |
| Forum Financial Management, LP | 0.00% | Reduce -6.8% | 2,891 | $264K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -27.5% | 2,849 | $261K |
| Revisor Wealth Management LLC | 0.09% | Add +11.0% | 2,909 | $261K |
| Signaturefd, LLC | 0.00% | Add +3.7% | 2,841 | $259K |
| Morningstar Investment Management LLC | 0.02% | New | 2,827 | $258K |
| Applied Finance Capital Management, LLC | 0.02% | No change | 2,815 | $257K |
| Knightsbridge Asset Management, LLC | 0.06% | Add +3.9% | 2,758 | $252K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -1.5% | 2,706 | $247K |
| Romano Brothers and Company | 0.03% | No change | 2,700 | $246K |
| Fullcircle Wealth LLC | 0.09% | Add +8.2% | 2,854 | $245K |
| Cohen Klingenstein LLC | 0.01% | Reduce -5.3% | 2,680 | $245K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 2,643 | $241K |
| Henry James International Management Inc. | 0.08% | No change | 2,639 | $241K |
| Compound Planning, Inc. | 0.01% | New | 2,617 | $239K |
| Vident Advisory, LLC | 0.00% | Reduce -75.7% | 2,587 | $236K |
| Alhambra Investment Management LLC | 0.12% | Add +5.0% | 2,585 | $236K |
| Norges Bank | 0.00% | Reduce -73.3% | 2,584 | $236K |
| CENTRAL TRUST Co | 0.01% | No change | 2,583 | $236K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.8% | 2,563 | $234K |
| Claret Asset Management Corp | 0.03% | Reduce -2.2% | 2,556 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.8% | 2,520 | $230K |
| Kera Capital Partners, Inc. | 0.04% | New | 2,441 | $223K |
| SummitTX Capital, L.P. | 0.01% | Reduce -77.9% | 2,414 | $220K |
| Frank, Rimerman Advisors LLC | 0.01% | Reduce -5.8% | 2,398 | $219K |
| Greenleaf Trust | 0.00% | New | 2,398 | $219K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 2,390 | $218K |
| Lido Advisors, LLC | 0.00% | New | 2,364 | $217K |
| Allworth Financial LP | 0.00% | Add +28.6% | 2,352 | $215K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,322 | $212K |
| GeoWealth Management, LLC | 0.01% | Add +33.9% | 2,313 | $211K |
| KFG Wealth Management, LLC | 0.03% | New | 2,312 | $211K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,312 | $211K |
| AlphaCore Capital LLC | 0.01% | New | 2,324 | $211K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,474 | $209K |
| Phillips Wealth Planners LLC | 0.19% | New | 2,256 | $209K |
| OneAscent Financial Services LLC | 0.01% | Add +0.6% | 2,241 | $206K |
| Haven Capital Group, Inc. | 0.18% | Reduce -4.9% | 2,237 | $204K |
| Councilmark Asset Management, LLC | 0.13% | No change | 2,235 | $204K |
| Aristides Capital LLC | 0.06% | Reduce -30.6% | 2,210 | $202K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.5% | 2,185 | $201K |
| MAI Capital Management | 0.00% | Add +28.3% | 2,085 | $190K |
| Covestor Ltd | 0.11% | Reduce -29.6% | 2,043 | $186K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.6% | 1,929 | $176K |
| Blue Trust, Inc. | 0.00% | Add +19.7% | 1,899 | $173K |
| Ossiam | 0.00% | Add +21.1% | 1,852 | $169K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.8% | 1,839 | $168K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.3% | 1,829 | $167K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +140.9% | 1,660 | $151K |
| Walleye Capital LLC | 0.00% | New | 1,641 | $150K |
| Farther Finance Advisors, LLC | 0.00% | Add +64.5% | 1,625 | $148K |
| IFP Advisors, Inc | 0.00% | Reduce -32.7% | 1,544 | $148K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 1,556 | $142K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -0.1% | 1,368 | $125K |
| Versant Capital Management, Inc | 0.02% | Add +16.2% | 1,360 | $124K |
| Manchester Capital Management LLC | 0.02% | No change | 1,350 | $123K |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 1,252 | $114K |
| Principal Securities, Inc. | 0.00% | Reduce -8.8% | 1,223 | $112K |
| GAMMA Investing LLC | 0.01% | Add +29.5% | 1,145 | $104K |
| WPG Advisers, LLC | 0.09% | Reduce -7.9% | 1,118 | $102K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,052 | $96K |
| Quarry LP | 0.02% | Add +161.6% | 1,023 | $93K |
| Salem Investment Counselors Inc. | 0.00% | No change | 968 | $89K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 918 | $84K |
| Bayforest Capital Ltd | 0.04% | New | 880 | $80K |
| Larson Financial Group LLC | 0.00% | Add +262.2% | 844 | $77K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 765 | $70K |
| AdvisorNet Financial, Inc | 0.00% | Add +122.5% | 752 | $69K |
| Brooklyn Investment Group | 0.01% | Reduce -46.0% | 640 | $58K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.7% | 632 | $58K |
| FIL Ltd | 0.00% | Add +5.4% | 626 | $57K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 595 | $54K |
| Global Retirement Partners, LLC | 0.00% | — | 587 | $54K |
| Neo Ivy Capital Management | 0.02% | New | 587 | $54K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 523 | $48K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +537.8% | 472 | $43K |
| Riverview Trust Co | 0.05% | No change | 460 | $42K |
| Rossby Financial, LCC | 0.02% | New | 445 | $41K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.4% | 407 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +475.4% | 397 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -17.3% | 392 | $36K |
| Lanark Financial, Inc. | 0.00% | Add +10.0% | 384 | $35K |
| Aventus Investment Advisors, Inc. | 0.03% | — | 380 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -28.1% | 345 | $31K |
| Bessemer Group Inc. | 0.00% | Add +37.6% | 293 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +95.4% | 295 | $27K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 275 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.3% | 272 | $25K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -8.0% | 288 | $24K |
| Alpine Bank Wealth Management | 0.00% | No change | 266 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 266 | $24K |
| Arax Advisory Partners | 0.00% | Add +20.5% | 259 | $24K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 256 | $23K |
| Addison Advisors LLC | 0.01% | Reduce -6.0% | 251 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 230 | $21K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $21K |
| Assetmark, Inc. | 0.00% | Add +77.1% | 209 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -95.4% | 205 | $19K |
| Spire Wealth Management | 0.00% | Reduce -39.8% | 200 | $18K |
| Peregrine Capital Management LLC | 0.00% | No change | 200 | $18K |
| CVA Family Office, LLC | 0.00% | Add +523.3% | 187 | $17K |
| Hemington Wealth Management | 0.00% | Reduce -18.3% | 188 | $17K |
| WealthCollab, LLC | 0.01% | Reduce -20.4% | 183 | $17K |
| Traub Capital Management LLC | 0.01% | — | 170 | $16K |
| Binnacle Investments Inc | 0.01% | Reduce -30.2% | 143 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 136 | $12K |
| TD Private Client Wealth LLC | 0.00% | Add +10.2% | 130 | $12K |
| Operose Advisors LLC | 0.00% | No change | 125 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 121 | $11K |
| National Bank of Canada | 0.00% | New | 354 | $10K |
| SouthState Bank Corp | 0.00% | Add +26.7% | 109 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.1% | 105 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +39.7% | 109 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.7% | 96 | $9K |
| Avalon Trust Co | 0.00% | New | 96 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.1% | 95 | $9K |
| Whipplewood Advisors, LLC | 0.00% | Add +225.9% | 88 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 79 | $7K |
| UMB Bank, n.a. | 0.00% | Add +4.0% | 78 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +191.7% | 70 | $6K |
| Sierra Ocean, LLC | 0.00% | Reduce -50.7% | 68 | $6K |
| Westside Investment Management, Inc. | 0.00% | New | 66 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 63 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Add +48.7% | 58 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 51 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -56.1% | 50 | $5K |
| IMG Wealth Management, Inc. | 0.00% | New | 49 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Sachetta, LLC | 0.00% | Add +123.8% | 47 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 45 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 43 | $4K |
| True Wealth Design, LLC | 0.00% | Add +86.4% | 41 | $4K |
| First Pacific Financial | 0.00% | New | 38 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 36 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +483.3% | 35 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 33 | $3K |
| LRI Investments, LLC | 0.00% | No change | 30 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 26 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 26 | $2K |
| Grove Bank & Trust | 0.00% | No change | 26 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 21 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 19 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 18 | $2K |
| HM Payson & Co. | 0.00% | No change | 17 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -76.1% | 16 | $1K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 15 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 14 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 13 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Essential Partners LLC | 0.00% | — | 12 | $1K |
| Whittier Trust Co. | 0.00% | No change | 12 | $1K |
| Avion Wealth | 0.00% | No change | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 13 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -33.3% | 10 | $913 |
| Kilter Group LLC | 0.00% | New | 8 | $730 |
| Total Investment Management Inc. | 0.00% | New | 8 | $730 |
| Logan Capital Management Inc. | 0.00% | Reduce -99.0% | 8 | $730 |
| HFM Investment Advisors, LLC | 0.00% | Add +75.0% | 7 | $639 |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $548 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $547 |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $459 |
| Bogart Wealth, LLC | 0.00% | New | 5 | $456 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $365 |
| Quaker Wealth Management, LLC | 0.00% | — | 4 | $365 |
| MV Capital Management, Inc. | 0.00% | Reduce -20.0% | 4 | $365 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $274 |
| Stephens Consulting, LLC | 0.00% | New | 3 | $274 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $259 |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 2 | $182 |
| Rakuten Securities, Inc. | 0.00% | Reduce -90.9% | 1 | $91 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is DOX's weight in each manager's 13F, not the share of Amdocs Ltd. the manager owns.