AmdocsDOX
13F holders, Q3 2025 (September 30)527holders −14
68new positions
81sold out
9famous investors
$82.02avg. 13F price*
At the end of Q3 2025, 527 institutions reported holding Amdocs Ltd. (DOX) in their 13F filings, down 14 from Q2 2025. 68 opened new positions and 81 sold out. The largest holders were FMR LLC ($1.3B), Pzena Investment Management LLC ($541.0M) and Beutel, Goodman & Co Ltd. ($362.9M). 9 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $113.1M |
| Exits | 81 | $58.1M |
All 13F filers, Q2 2025 → Q3 2025: 8,448,893 shares bought and 7,028,522 shares sold, net +1,420,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| FMR LLC | 0.07% | Reduce -1.6% | 15,899,819 | $1.3B |
| Pzena Investment Management LLC | 1.75% | Add +0.6% | 6,593,249 | $541.0M |
| Beutel, Goodman & Co Ltd. | 2.19% | Reduce -4.9% | 4,422,353 | $362.9M |
| BlackRock, Inc. | 0.01% | Add +8.0% | 3,681,393 | $302.1M |
| LSV Asset Management | 0.66% | Add +7.6% | 3,648,703 | $299.4M |
| Wellington Management Group LLP | 0.05% | Add +3.0% | 3,151,532 | $258.6M |
| Allspring Global Investments Holdings, LLC | 0.41% | Add +3.0% | 3,111,312 | $252.9M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 3,066,444 | $251.6M |
| Brandes Investment Partners, LP | 1.74% | Add +13.4% | 2,640,721 | $216.7M |
| Janus Henderson Group PLC | 0.09% | Reduce -57.1% | 2,487,465 | $204.1M |
| Alliancebernstein L.P. | 0.06% | Add +32.1% | 2,359,779 | $193.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.4% | 2,332,381 | $191.4M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 1,836,286 | $152.4M |
| Nordea Investment Management AB | 0.13% | Reduce -4.1% | 1,801,486 | $146.8M |
| American Century Companies Inc. | 0.07% | Add +12.5% | 1,649,077 | $135.3M |
| Morgan Stanley | 0.01% | Reduce -9.2% | 1,612,237 | $132.3M |
| Neuberger Berman Group LLC | 0.09% | Add +48.8% | 1,515,304 | $124.3M |
| State Street Corp. | 0.00% | Reduce -0.2% | 1,456,120 | $120.2M |
| AQR Capital Management | 0.07% | Add +25.9% | 1,368,944 | $111.3M |
| Bank of America Corp. | 0.01% | Reduce -3.8% | 1,274,290 | $104.6M |
| Stifel Financial Corp. | 0.08% | Add +0.9% | 1,041,959 | $85.5M |
| Northern Trust Corp. | 0.01% | Add +10.5% | 1,039,314 | $85.3M |
| Russell Investments Group, Ltd. | 0.09% | Add +5.6% | 978,940 | $80.3M |
| Crawford Investment Counsel Inc. | 1.30% | Add +2.8% | 951,492 | $78.1M |
| First Trust Advisors LP | 0.05% | Add +10.3% | 845,284 | $69.4M |
| Alyeska Investment Group, L.P. | 0.21% | Reduce -36.8% | 827,162 | $67.9M |
| UBS Group AG | 0.01% | Add +44.6% | 798,517 | $65.5M |
| Clearbridge Investments, LLC | 0.05% | Add +0.0% | 783,290 | $64.3M |
| DigitalBridge Group, Inc. | 5.18% | Add +32.4% | 769,432 | $63.1M |
| Wedge Capital Management L L P | 1.03% | Add +4.0% | 739,255 | $60.7M |
| Principal Financial Group Inc. | 0.03% | Reduce -5.2% | 725,829 | $59.6M |
| Hotchkis & Wiley Capital Management LLC | 0.18% | Add +0.9% | 691,306 | $56.7M |
| Boston Trust Walden Corp | 0.41% | Reduce -0.1% | 678,618 | $55.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +24.7% | 666,349 | $54.7M |
| Invesco Ltd. | 0.01% | Add +25.5% | 656,895 | $53.9M |
| Sei Investments Co. | 0.05% | Add +8.7% | 600,258 | $49.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.9% | 572,444 | $47.0M |
| Acadian Asset Management LLC | 0.08% | Reduce -17.1% | 566,954 | $46.5M |
| New York State Common Retirement Fund | 0.06% | Add +20.3% | 554,401 | $45.5M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +6.2% | 553,738 | $45.4M |
| Bahl & Gaynor LLC | 0.22% | Add +1.7% | 551,734 | $45.3M |
| Royal Bank of Canada | 0.01% | Add +35.4% | 534,300 | $43.8M |
| Seizert Capital Partners, LLC | 1.81% | Add +0.3% | 509,681 | $41.8M |
| Victory Capital Management Inc. | 0.02% | Add +0.3% | 503,211 | $41.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.9% | 502,335 | $41.2M |
| Qube Research & Technologies Ltd | 0.06% | Add +29.9% | 494,477 | $40.6M |
| Todd Asset Management LLC | 0.82% | Add +5.4% | 491,197 | $40.3M |
| Schroder Investment Management Group | 0.03% | Reduce -29.0% | 463,966 | $37.6M |
| Vaughan David Investments LLC | 0.80% | Reduce -0.2% | 452,364 | $37.1M |
| Allianz Asset Management GmbH | 0.04% | Reduce -12.3% | 440,214 | $36.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.5% | 439,935 | $36.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 432,725 | $35.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.26% | Add +500.0% | 420,000 | $34.5M |
| Woodline Partners LP | 0.16% | Add +12.5% | 418,944 | $34.4M |
| Deutsche Bank AG | 0.01% | Add +23.4% | 404,111 | $33.2M |
| California Public Employees Retirement System | 0.02% | Reduce -15.0% | 382,675 | $31.4M |
| JPMorgan Chase & Co. | 0.00% | Add +41.3% | 376,039 | $30.9M |
| Legal & General Group Plc | 0.01% | Reduce -5.5% | 363,977 | $29.9M |
| Nuveen, LLC | 0.01% | Reduce -3.8% | 353,904 | $29.0M |
| Bridgewater Associates | 0.10% | Reduce -1.4% | 314,377 | $25.8M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 311,814 | $25.6M |
| Teachers Retirement System of the State of Kentucky | 0.19% | Add +8.3% | 305,410 | $25.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 300,108 | $24.6M |
| Millennium Management | 0.02% | Add +1500.7% | 295,800 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -45.7% | 294,274 | $24.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.19% | Reduce -1.7% | 289,376 | $23.7M |
| Boothbay Fund Management, LLC | 0.62% | Add +50.7% | 286,069 | $23.5M |
| Two Sigma Investments, LP | 0.04% | Add +7.5% | 284,089 | $23.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +52.0% | 282,453 | $23.2M |
| Renaissance Technologies | 0.03% | New | 259,900 | $21.3M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -0.8% | 253,978 | $20.8M |
| Dudley & Shanley, Inc. | 3.25% | Add +0.3% | 246,539 | $20.2M |
| Rice Hall James & Associates, LLC | 1.07% | Reduce -8.4% | 239,287 | $19.6M |
| Gotham Asset Management | 0.09% | Add +9.2% | 239,093 | $19.6M |
| Alps Advisors Inc. | 0.11% | Add +11.6% | 237,883 | $19.5M |
| Valley Wealth Managers, Inc. | 1.27% | Reduce -3.6% | 233,469 | $19.2M |
| Aberdeen Group plc | 0.03% | Add +0.2% | 232,564 | $19.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 230,115 | $18.9M |
| Westwood Holdings Group Inc. | 0.14% | Add +1.0% | 229,913 | $18.9M |
| Polar Capital Holdings Plc | 0.09% | No change | 225,932 | $18.5M |
| Barclays PLC | 0.01% | Add +97.3% | 222,946 | $18.3M |
| Rhumbline Advisers | 0.01% | Reduce -13.2% | 221,163 | $18.1M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 219,258 | $18.0M |
| Trexquant Investment LP | 0.18% | Add +35.1% | 215,652 | $17.7M |
| Martingale Asset Management L P | 0.44% | Reduce -14.9% | 211,707 | $17.4M |
| Jane Street Group, LLC | 0.02% | Add +6.5% | 205,834 | $16.9M |
| Lazard Asset Management LLC | 0.02% | Add +160.8% | 190,972 | $15.7M |
| Talaria Asset Management Pty Ltd | 2.79% | Add +138.9% | 189,200 | $15.5M |
| Running Oak Capital LLC | 1.69% | Add +4.6% | 183,194 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.0% | 176,935 | $14.5M |
| Bank of Montreal | 0.01% | Reduce -14.5% | 173,922 | $14.3M |
| Glenmede Investment Management, LP | 0.06% | Reduce -0.6% | 161,343 | $13.2M |
| Distillate Capital Partners LLC | 0.67% | Add +4.5% | 156,587 | $12.8M |
| Quantinno Capital Management LP | 0.03% | Reduce -18.8% | 155,190 | $12.7M |
| Illinois Municipal Retirement Fund | 0.16% | Add +46.6% | 149,539 | $12.3M |
| Crossmark Global Holdings, Inc. | 0.18% | Reduce -1.6% | 144,404 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +193.7% | 141,793 | $11.7M |
| Macquarie Group Ltd. | 0.01% | Add +8.6% | 135,190 | $11.1M |
| Point72 Asset Management | 0.03% | Add +620.5% | 133,248 | $10.9M |
| TD Asset Management Inc | 0.01% | Reduce -5.8% | 130,196 | $10.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.0% | 127,666 | $10.5M |
| Penserra Capital Management LLC | 0.12% | Add +23.6% | 123,431 | $10.1M |
| GW Henssler & Associates Ltd. | 0.50% | Add +7.9% | 122,851 | $10.1M |
| Signature Estate & Investment Advisors LLC | 0.21% | Add +4.0% | 118,536 | $9.7M |
| Northwest & Ethical Investments L.P. | 0.23% | Reduce -13.0% | 116,921 | $9.6M |
| LPL Financial LLC | 0.00% | Reduce -29.1% | 116,810 | $9.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +37.1% | 115,455 | $9.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.2% | 114,343 | $9.4M |
| Cwm, LLC | 0.03% | Reduce -0.7% | 114,255 | $9.4M |
| State of Alaska, Department of Revenue | 0.09% | No change | 113,180 | $9.3M |
| Cubist Systematic Strategies, LLC | 0.13% | New | 112,806 | $9.3M |
| Kingsview Wealth Management, LLC | 0.14% | New | 111,761 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 111,474 | $9.2M |
| HSBC Holdings PLC | 0.01% | Add +731.5% | 112,483 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Add +87.5% | 108,946 | $8.9M |
| Oak Associates Ltd. | 0.55% | No change | 108,812 | $8.9M |
| Engineers Gate Manager LP | 0.10% | Add +375.9% | 106,588 | $8.7M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 107,432 | $8.6M |
| Twinbeech Capital LP | 0.34% | Add +513.3% | 103,377 | $8.5M |
| GHP Investment Advisors, Inc. | 0.35% | Reduce -1.5% | 102,629 | $8.4M |
| Intermede Investment Partners Ltd | 0.34% | Reduce -3.9% | 101,970 | $8.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +139.7% | 95,874 | $7.9M |
| Squarepoint Ops LLC | 0.02% | New | 95,517 | $7.8M |
| Tidal Investments LLC | 0.03% | Add +5.7% | 92,727 | $7.6M |
| Marks Group Wealth Management, Inc | 0.69% | Reduce -2.4% | 90,280 | $7.4M |
| Voloridge Investment Management, LLC | 0.02% | New | 86,587 | $7.1M |
| Edgestream Partners, L.P. | 0.20% | New | 85,043 | $7.0M |
| Promethos Capital, LLC | 1.75% | New | 79,305 | $6.5M |
| Handelsbanken Fonder AB | 0.02% | Add +23.9% | 78,375 | $6.4M |
| Citigroup Inc. | 0.00% | Reduce -20.8% | 77,979 | $6.4M |
| Value Holdings Management Co. LLC | 1.02% | Add +56.5% | 77,575 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +226.9% | 76,084 | $6.3M |
| D. E. Shaw & Co. | 0.01% | Add +298.5% | 76,488 | $6.3M |
| HRT Financial LP | 0.02% | Add +341.1% | 74,449 | $6.1M |
| Dividend Assets Capital, LLC | 1.02% | Reduce -0.9% | 70,866 | $5.8M |
| Carolina Wealth Advisors, LLC | 2.47% | Reduce -3.8% | 69,743 | $5.7M |
| Corient Private Wealth LP | 0.01% | Reduce -5.9% | 65,637 | $5.4M |
| Martin & Co. Inc. | 0.95% | Add +0.5% | 65,048 | $5.3M |
| Howe & Rusling Inc. | 0.36% | Reduce -2.8% | 64,766 | $5.3M |
| Diversified Trust Co. | 0.10% | Add +10.6% | 63,660 | $5.2M |
| Prudential PLC | 0.04% | No change | 63,330 | $5.2M |
| ExodusPoint Capital Management, LP | 0.07% | New | 62,645 | $5.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +15.1% | 62,331 | $5.1M |
| Dean Investment Associates, LLC | 0.70% | Reduce -4.0% | 61,211 | $5.0M |
| Cambiar Investors LLC | 0.22% | Reduce -37.4% | 59,088 | $4.8M |
| APG Asset Management N.V. | 0.01% | No change | 64,000 | $4.5M |
| Foster & Motley Inc. | 0.23% | Add +12.0% | 51,249 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +15.3% | 49,072 | $4.0M |
| Brandywine Global Investment Management, LLC | 0.03% | New | 48,528 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.5% | 48,386 | $3.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -1.2% | 47,744 | $3.9M |
| Credit Agricole S A | 0.01% | — | 47,000 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +10.4% | 46,909 | $3.8M |
| Alpine Woods Capital Investors, LLC | 0.89% | Add +10.1% | 46,793 | $3.8M |
| Morton Community Bank | 0.87% | Add +7.4% | 44,429 | $3.7M |
| Commerce Bank | 0.02% | Reduce -0.5% | 45,410 | $3.7M |
| C WorldWide Group Holding A/S | 0.06% | Add +101.5% | 44,896 | $3.7M |
| Magnetar Financial LLC | 0.02% | New | 44,646 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 44,539 | $3.7M |
| Wasatch Advisors LP | 0.02% | Add +5.5% | 44,190 | $3.6M |
| Capital Fund Management S.A. | 0.03% | New | 41,483 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -6.1% | 40,865 | $3.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +152.9% | 40,729 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.4% | 39,249 | $3.2M |
| Hixon Zuercher, LLC | 0.98% | Reduce -1.8% | 39,074 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.2% | 38,128 | $3.1M |
| Agf Management Ltd. | 0.01% | Add +16.8% | 38,102 | $3.1M |
| Corbyn Investment Management Inc. | 1.41% | Reduce -1.2% | 37,900 | $3.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -53.6% | 37,394 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -45.0% | 37,149 | $3.0M |
| Strategic Global Advisors, LLC | 0.44% | Add +34.4% | 35,158 | $2.9M |
| Creative Planning | 0.00% | Add +9.8% | 33,517 | $2.8M |
| Man Group plc | 0.01% | Add +29.3% | 33,389 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +109.3% | 32,872 | $2.7M |
| Silver Lake Advisory, LLC | 1.06% | Reduce -0.2% | 32,285 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -12.2% | 32,232 | $2.6M |
| Ironwood Investment Counsel, LLC | 0.39% | New | 32,186 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -6.0% | 30,945 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -12.1% | 30,919 | $2.5M |
| Archford Capital Strategies, LLC | 0.30% | New | 30,629 | $2.5M |
| Two Point Capital Management, Inc. | 0.95% | Reduce -1.5% | 28,787 | $2.4M |
| Landscape Capital Management, L.L.C. | 0.15% | New | 28,592 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.9% | 28,395 | $2.3M |
| CI Investments Inc. | 0.01% | Add +4.7% | 27,981 | $2.3M |
| Legato Capital Management LLC | 0.25% | No change | 27,891 | $2.3M |
| Clark Estates Inc. | 0.51% | New | 27,000 | $2.2M |
| Banque Cantonale Vaudoise | 0.08% | Add +21.8% | 26,547 | $2.2M |
| Headlands Technologies LLC | 0.17% | Add +36.0% | 25,854 | $2.1M |
| Occudo Quantitative Strategies LP | 0.25% | New | 25,153 | $2.1M |
| Quantbot Technologies LP | 0.06% | Add +132.6% | 25,097 | $2.1M |
| USS Investment Management Ltd | 0.01% | No change | 24,761 | $2.0M |
| Icon Advisers Inc. | 0.44% | No change | 24,436 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | New | 23,612 | $1.9M |
| Ballast Asset Management, LP | 0.88% | Reduce -5.0% | 23,493 | $1.9M |
| Hilton Capital Management, LLC | 0.15% | Add +5.7% | 23,179 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Add +156.7% | 22,079 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -8.8% | 22,001 | $1.8M |
| Edmp, Inc. | 1.39% | Add +2.9% | 21,392 | $1.8M |
| Empowered Funds, LLC | 0.02% | Add +46.7% | 21,006 | $1.7M |
| SG Americas Securities, LLC | 0.01% | New | 20,850 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +22.0% | 20,277 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.0% | 20,081 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.28% | Reduce -7.1% | 19,788 | $1.6M |
| Gries Financial LLC | 0.26% | Add +2.1% | 19,662 | $1.6M |
| AXA Investment Managers S.A. | 0.00% | — | 19,621 | $1.6M |
| Utah Retirement Systems | 0.01% | No change | 18,243 | $1.5M |
| Range Financial Group LLC | 0.54% | Reduce -0.1% | 18,204 | $1.5M |
| AIMZ Investment Advisors, LLC | 0.47% | Add +0.0% | 18,143 | $1.5M |
| Fox Run Management, L.L.C. | 0.23% | Add +5.1% | 18,080 | $1.5M |
| Beck Mack & Oliver LLC | 0.03% | Add +0.6% | 17,831 | $1.5M |
| Delphi Management Inc. | 1.34% | Add +15.6% | 17,624 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -16.9% | 17,390 | $1.4M |
| Riverwater Partners LLC | 0.59% | Add +3.8% | 17,224 | $1.4M |
| Ethic Inc. | 0.02% | Reduce -16.6% | 17,162 | $1.4M |
| Axq Capital, LP | 0.52% | Add +12.6% | 16,649 | $1.4M |
| Donald L. Hagan, LLC | 0.67% | Reduce -3.3% | 16,570 | $1.4M |
| Vident Advisory, LLC | 0.01% | Add +539.9% | 16,554 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | No change | 16,401 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.0% | 16,313 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -2.7% | 16,265 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -19.8% | 16,003 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +7.3% | 16,608 | $1.3M |
| Ritholtz Wealth Management | 0.03% | Reduce -9.7% | 15,742 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -32.2% | 15,616 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -18.3% | 15,231 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -77.5% | 14,972 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -72.6% | 14,876 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 14,854 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.1% | 14,542 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +10.8% | 14,526 | $1.2M |
| Versor Investments LP | 0.22% | New | 14,400 | $1.2M |
| Oak Thistle LLC | 0.18% | Add +42.1% | 14,292 | $1.2M |
| Burney Co./ | 0.04% | Reduce -0.9% | 13,516 | $1.1M |
| Oddo BHF Asset Management Sas | 0.04% | Reduce -3.5% | 13,404 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -4.2% | 13,161 | $1.1M |
| Hilltop Holdings Inc. | 0.05% | Reduce -4.0% | 12,592 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 12,397 | $1.0M |
| CSS LLC | 0.17% | Add +73.7% | 12,139 | $996K |
| Cerity Partners LLC | 0.00% | Reduce -16.6% | 11,934 | $979K |
| Entropy Technologies, LP | 0.07% | New | 11,887 | $975K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +29.6% | 11,572 | $949K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -9.9% | 11,493 | $943K |
| Hillsdale Investment Management Inc. | 0.03% | Add +46.9% | 11,280 | $926K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +43.4% | 10,780 | $884K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.8% | 10,742 | $881K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.3% | 10,379 | $852K |
| Bayesian Capital Management, LP | 0.17% | New | 10,300 | $845K |
| Public Sector Pension Investment Board | 0.00% | New | 10,248 | $841K |
| Verition Fund Management LLC | 0.01% | Reduce -92.1% | 10,217 | $838K |
| Harbor Investment Advisory, LLC | 0.07% | Add +0.9% | 10,201 | $837K |
| XTX Topco Ltd | 0.04% | New | 10,044 | $824K |
| MQS Management LLC | 0.48% | New | 10,043 | $824K |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.0% | 9,945 | $816K |
| Paradigm Asset Management Co. LLC | 0.18% | No change | 9,700 | $796K |
| Callan Family Office, LLC | 0.03% | Reduce -2.5% | 9,700 | $796K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.2% | 9,634 | $791K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -0.8% | 9,632 | $790K |
| Atria Investments, Inc | 0.01% | Reduce -6.3% | 9,498 | $779K |
| CX Institutional | 0.02% | Add +0.9% | 9,344 | $767K |
| Scientech Research LLC | 0.27% | New | 9,294 | $763K |
| Parallel Advisors, LLC | 0.01% | Reduce -19.1% | 9,271 | $761K |
| Amundi | 0.00% | Add +10.4% | 9,150 | $754K |
| Twin Capital Management Inc. | 0.09% | Reduce -55.5% | 9,167 | $752K |
| &partners | 0.00% | Reduce -1.1% | 9,046 | $742K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.2% | 8,900 | $730K |
| Sterling Capital Management LLC | 0.01% | Add +19.4% | 8,776 | $720K |
| Sowell Financial Services LLC | 0.03% | Add +7.2% | 8,709 | $715K |
| Advisor OS, LLC | 0.06% | Reduce -54.5% | 8,592 | $705K |
| Mirabella Financial Services LLP | 0.06% | Reduce -48.3% | 8,546 | $701K |
| Gallacher Capital Management LLC | 0.27% | New | 8,462 | $694K |
| Sawgrass Asset Management LLC | 0.08% | Add +8.4% | 8,331 | $684K |
| Money Concepts Capital Corp. | 0.04% | Reduce -16.8% | 8,301 | $681K |
| Redmond Asset Management, LLC | 0.16% | Reduce -17.2% | 8,131 | $667K |
| Voleon Capital Management LP | 0.02% | New | 7,991 | $656K |
| MJP Associates Inc. | 0.09% | Add +5.4% | 7,983 | $655K |
| Formidable Asset Management, LLC | 0.10% | Add +0.0% | 7,569 | $621K |
| Affinity Investment Advisors, LLC | 0.41% | Add +0.7% | 7,466 | $613K |
| CSM Advisors, LLC | 0.02% | New | 7,055 | $579K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 6,970 | $572K |
| Fifth Third Bancorp | 0.00% | Reduce -8.6% | 6,859 | $563K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.9% | 6,665 | $562K |
| Amalgamated Bank | 0.00% | Reduce -2.8% | 6,727 | $552K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.7% | 6,597 | $541K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 6,553 | $538K |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 6,540 | $537K |
| Merit Financial Group, LLC | 0.00% | Add +12.0% | 6,533 | $536K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -10.8% | 6,500 | $533K |
| Two Sigma Advisers, LP | 0.00% | Reduce -95.4% | 6,500 | $533K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +978.8% | 6,419 | $527K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -44.6% | 6,381 | $524K |
| Systematic Financial Management LP | 0.01% | Reduce -12.8% | 6,294 | $516K |
| Gateway Investment Advisers LLC | 0.00% | Add +127.1% | 6,145 | $504K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,115 | $502K |
| Steph & Co. | 0.15% | Reduce -2.2% | 6,054 | $497K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -6.7% | 5,976 | $490K |
| Denali Advisors LLC | 0.05% | No change | 5,910 | $485K |
| First Horizon Corp. | 0.02% | — | 5,859 | $481K |
| Evergreen Capital Management LLC | 0.01% | Add +10.2% | 5,679 | $469K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +137.5% | 5,695 | $467K |
| Excalibur Management Corp. | 0.17% | No change | 5,676 | $466K |
| Mutual Advisors, LLC | 0.01% | Add +23.2% | 5,565 | $465K |
| Vest Financial, LLC | 0.01% | Add +63.4% | 5,642 | $463K |
| Sylvest Advisors, LLC | 0.25% | Add +16.8% | 5,632 | $462K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -56.3% | 5,605 | $460K |
| Intrepid Financial Planning Group LLC | 0.17% | Reduce -3.2% | 5,576 | $458K |
| Capstone Investment Advisors, LLC | 0.00% | Add +138.5% | 5,538 | $454K |
| Jackson Creek Investment Advisors LLC | 0.13% | New | 5,533 | $454K |
| Tempus Wealth Planning, LLC | 0.10% | No change | 5,527 | $453K |
| Sanders Morris Harris LLC | 0.06% | New | 5,500 | $451K |
| William Blair Investment Management, LLC | 0.00% | Reduce -3.0% | 5,482 | $450K |
| SummitTX Capital, L.P. | 0.02% | Add +127.0% | 5,480 | $450K |
| Sageworth Trust Co | 0.02% | New | 5,465 | $448K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -87.3% | 5,460 | $448K |
| Xponance LLC | 0.00% | Reduce -0.3% | 5,359 | $440K |
| Severin Investments, LLC | 0.39% | Reduce -35.2% | 5,294 | $434K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,247 | $431K |
| Synovus Financial Corp. | 0.00% | Reduce -0.3% | 5,119 | $420K |
| Intech Investment Management LLC | 0.00% | New | 5,049 | $414K |
| Moran Wealth Management, LLC | 0.01% | Reduce -24.0% | 5,031 | $413K |
| R Squared Ltd | 0.17% | New | 4,952 | $406K |
| Aviva PLC | 0.00% | Reduce -12.9% | 4,912 | $403K |
| AdvisorShares Investments LLC | 0.07% | Reduce -1.3% | 4,902 | $402K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.8% | 4,884 | $401K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -0.7% | 4,870 | $400K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.1% | 4,866 | $399K |
| Aviso Financial Inc. | 0.02% | Add +1.6% | 4,863 | $399K |
| Arax Advisory Partners | 0.01% | Add +1776.8% | 4,861 | $399K |
| Lingohr Asset Management GmbH | 0.69% | Reduce -34.1% | 4,813 | $395K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,719 | $387K |
| State of Wyoming | 0.04% | Reduce -13.7% | 4,714 | $387K |
| National Wealth Management Group, LLC | 0.15% | New | 4,702 | $386K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 4,700 | $386K |
| Bank of Nova Scotia | 0.00% | Add +11.0% | 4,665 | $383K |
| Hancock Whitney Corp. | 0.01% | Reduce -82.1% | 4,557 | $374K |
| Fulton Bank, N.A. | 0.01% | Add +1.8% | 4,484 | $368K |
| First Business Financial Services, Inc. | 0.03% | No change | 4,450 | $365K |
| Forum Financial Management, LP | 0.00% | Add +51.4% | 4,377 | $359K |
| Clear Creek Financial Management, LLC | 0.03% | Add +29.6% | 4,292 | $352K |
| Scotia Capital Inc. | 0.00% | Add +3.5% | 4,289 | $352K |
| Fisher Asset Management | 0.00% | Add +2.3% | 4,253 | $349K |
| Torrey Growth & Income Advisors | 0.10% | — | 4,183 | $343K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.7% | 4,121 | $338K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.7% | 4,107 | $337K |
| Impact Partnership Wealth, LLC | 0.05% | Add +2.6% | 4,044 | $332K |
| Mma Asset Management LLC | 0.11% | Add +25.4% | 3,939 | $323K |
| AlphaCore Capital LLC | 0.01% | Add +69.2% | 3,931 | $323K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 3,871 | $318K |
| Savant Capital, LLC | 0.00% | Reduce -50.8% | 3,834 | $315K |
| Inspire Investing, LLC | 0.03% | Add +21.8% | 3,774 | $310K |
| Citadel Advisors | 0.00% | Reduce -72.8% | 3,773 | $310K |
| Inceptionr LLC | 0.07% | Reduce -84.4% | 3,742 | $307K |
| CIBC Asset Management Inc | 0.00% | No change | 3,686 | $302K |
| Norden Group LLC | 0.03% | Reduce -14.3% | 3,675 | $302K |
| Huntington National Bank | 0.00% | Add +8.5% | 3,550 | $291K |
| Gsa Capital Partners LLP | 0.02% | Reduce -17.9% | 3,542 | $291K |
| Groesbeck Investment Management Corp. | 0.56% | Add +7.0% | 3,512 | $288K |
| Vise Technologies, Inc. | 0.01% | Reduce -19.2% | 3,498 | $287K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +36.9% | 3,451 | $283K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.5% | 3,442 | $282K |
| Blair William & Co. | 0.00% | Add +5.5% | 3,393 | $278K |
| Syon Capital LLC | 0.01% | Reduce -13.7% | 3,354 | $275K |
| Net Worth Advisory Group | 0.08% | Reduce -8.5% | 3,269 | $268K |
| denkapparat Operations GmbH | 0.17% | No change | 3,256 | $267K |
| Equitable Trust Co. | 0.01% | No change | 3,235 | $265K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 3,234 | $265K |
| Aristides Capital LLC | 0.08% | Add +43.6% | 3,173 | $260K |
| Fullcircle Wealth LLC | 0.09% | Add +8.7% | 3,102 | $259K |
| DGS Capital Management, LLC | 0.05% | New | 3,152 | $259K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 3,106 | $255K |
| Lawson Kroeker Investment Management Inc. | 0.05% | No change | 3,015 | $247K |
| Yousif Capital Management, LLC | 0.00% | Reduce -6.7% | 2,987 | $245K |
| QSV Equity Investors LLC | 0.25% | Reduce -2.3% | 2,979 | $244K |
| Johnson Financial Group, Inc. | 0.01% | Add +2.3% | 2,915 | $241K |
| Revisor Wealth Management LLC | 0.08% | Add +0.1% | 2,912 | $240K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Reduce -13.7% | 2,912 | $239K |
| Innealta Capital, LLC | 0.12% | New | 2,910 | $239K |
| Jump Financial, LLC | 0.00% | New | 2,909 | $239K |
| Lido Advisors, LLC | 0.00% | Add +21.5% | 2,873 | $237K |
| Human Investing LLC | 0.03% | Reduce -12.6% | 2,855 | $234K |
| Navellier & Associates Inc. | 0.02% | New | 2,832 | $232K |
| Simplex Trading, LLC | 0.01% | New | 2,821 | $231K |
| CENTRAL TRUST Co | 0.00% | Add +6.1% | 2,741 | $225K |
| Romano Brothers and Company | 0.03% | No change | 2,700 | $222K |
| Cohen Klingenstein LLC | 0.01% | No change | 2,680 | $220K |
| USA Financial Formulas | 0.04% | Reduce -16.8% | 2,653 | $218K |
| STRS Ohio | 0.00% | Reduce -91.7% | 2,640 | $217K |
| Allworth Financial LP | 0.00% | Add +9.3% | 2,570 | $211K |
| Claret Asset Management Corp | 0.02% | Reduce -1.4% | 2,520 | $207K |
| CFC Planning Co LLC | 0.17% | New | 2,484 | $204K |
| Compound Planning, Inc. | 0.01% | Reduce -6.5% | 2,446 | $201K |
| OneAscent Financial Services LLC | 0.01% | Add +8.9% | 2,441 | $200K |
| Choreo, LLC | 0.00% | Reduce -44.7% | 2,408 | $200K |
| Signaturefd, LLC | 0.00% | Reduce -14.3% | 2,435 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 2,344 | $192K |
| Asset Management One Co., Ltd. | 0.00% | Add +1.8% | 1,963 | $161K |
| MAI Capital Management | 0.00% | Reduce -9.2% | 1,894 | $155K |
| MetLife Investment Management, LLC | 0.00% | Add +0.1% | 1,841 | $151K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.0% | 1,804 | $148K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 1,755 | $144K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +27.0% | 1,737 | $143K |
| Blue Trust, Inc. | 0.00% | Reduce -10.0% | 1,709 | $140K |
| Covestor Ltd | 0.08% | Reduce -17.9% | 1,678 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.3% | 1,681 | $138K |
| Jones Financial Companies LLLP | 0.00% | Add +17.3% | 1,468 | $120K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,442 | $118K |
| Manchester Capital Management LLC | 0.01% | No change | 1,350 | $111K |
| Bessemer Group Inc. | 0.00% | Add +354.6% | 1,332 | $109K |
| Principal Securities, Inc. | 0.00% | Add +5.3% | 1,288 | $106K |
| WPG Advisers, LLC | 0.08% | Add +8.6% | 1,214 | $100K |
| IFP Advisors, Inc | 0.00% | Reduce -22.3% | 1,199 | $98K |
| Ossiam | 0.00% | Reduce -37.7% | 1,154 | $95K |
| Quarry LP | 0.02% | Add +8.8% | 1,113 | $91K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,052 | $86K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -2.1% | 948 | $78K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 918 | $75K |
| Quadrant Capital Group LLC | 0.00% | New | 872 | $72K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +68.4% | 795 | $65K |
| Mather Group, Llc. | 0.00% | New | 790 | $65K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 765 | $63K |
| GAMMA Investing LLC | 0.00% | Reduce -38.2% | 708 | $58K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.5% | 673 | $55K |
| Y.D. More Investments Ltd | 0.00% | Reduce -83.8% | 665 | $55K |
| FIL Ltd | 0.00% | Add +1.3% | 634 | $52K |
| Rossby Financial, LCC | 0.02% | Add +39.3% | 620 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Add +190.2% | 595 | $49K |
| Quent Capital, LLC | 0.00% | New | 566 | $46K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 523 | $43K |
| Advisory Services Network, LLC | 0.00% | New | 516 | $42K |
| Abich Financial Wealth Management LLC | 0.01% | — | 479 | $39K |
| Riverview Trust Co | 0.05% | No change | 460 | $38K |
| Atlantic Union Bankshares Corp | 0.00% | New | 449 | $37K |
| Lanark Financial, Inc. | 0.00% | Add +11.2% | 427 | $35K |
| Larson Financial Group LLC | 0.00% | Reduce -51.1% | 413 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.3% | 405 | $33K |
| Private Trust Co. NA | 0.00% | Add +10.4% | 381 | $31K |
| Aventus Investment Advisors, Inc. | 0.03% | No change | 380 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Add +40.4% | 382 | $31K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.7% | 360 | $30K |
| WealthCollab, LLC | 0.01% | Add +94.5% | 356 | $29K |
| Root Financial Partners, LLC | 0.00% | New | 319 | $26K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 314 | $26K |
| Alpine Bank Wealth Management | 0.00% | Add +18.8% | 316 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.1% | 297 | $25K |
| Harbour Investments, Inc. | 0.00% | Reduce -32.2% | 276 | $23K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 275 | $23K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 271 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 266 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.5% | 265 | $22K |
| Addison Advisors LLC | 0.00% | Add +2.4% | 257 | $21K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 256 | $21K |
| Spire Wealth Management | 0.00% | Add +19.0% | 238 | $20K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.7% | 235 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 230 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $18K |
| Assetmark, Inc. | 0.00% | Reduce -1.0% | 207 | $17K |
| Peregrine Capital Management LLC | 0.00% | No change | 200 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 174 | $14K |
| Hemington Wealth Management | 0.00% | Reduce -9.6% | 170 | $13K |
| CVA Family Office, LLC | 0.00% | Reduce -17.6% | 154 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -48.8% | 151 | $12K |
| Binnacle Investments Inc | 0.01% | No change | 143 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +33.3% | 140 | $11K |
| JDM Financial Group LLC | 0.00% | No change | 136 | $11K |
| Rothschild Investment LLC | 0.00% | Add +786.7% | 133 | $11K |
| TD Private Client Wealth LLC | 0.00% | No change | 130 | $11K |
| Tortoise Investment Management, LLC | 0.00% | Add +4.1% | 126 | $10K |
| Operose Advisors LLC | 0.00% | No change | 125 | $10K |
| Red Tortoise LLC | 0.00% | New | 110 | $9K |
| UMB Bank, n.a. | 0.00% | Add +39.7% | 109 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.3% | 101 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.0% | 95 | $8K |
| Financial Consulate, Inc. | 0.00% | New | 93 | $8K |
| Clearstead Advisors, LLC | 0.00% | Add +13.9% | 90 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -22.9% | 84 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 66 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 58 | $5K |
| Webster Bank, N. A. | 0.00% | New | 51 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 49 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Wealthspire Advisors, LLC | 0.00% | New | 45 | $4K |
| Salomon & Ludwin, LLC | 0.00% | New | 44 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 43 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +16.7% | 42 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +113.3% | 32 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 33 | $3K |
| Federated Hermes, Inc. | 0.00% | New | 33 | $3K |
| LRI Investments, LLC | 0.00% | No change | 30 | $2K |
| First Pacific Financial | 0.00% | Reduce -23.7% | 29 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 26 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 25 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -65.7% | 24 | $2K |
| Sachetta, LLC | 0.00% | Reduce -48.9% | 24 | $2K |
| Palisade Asset Management, LLC | 0.00% | New | 23 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -48.8% | 21 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -58.0% | 21 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +75.0% | 21 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 21 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 18 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 18 | $1K |
| HM Payson & Co. | 0.00% | No change | 17 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 13 | $1K |
| Altshuler Shaham Ltd | 0.00% | Reduce -71.1% | 13 | $1K |
| Navigoe, LLC | 0.00% | New | 17 | $1K |
| Avion Wealth | 0.00% | No change | 15 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 13 | $1K |
| Essential Partners LLC | 0.00% | No change | 12 | $985 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 12 | $985 |
| SouthState Bank Corp | 0.00% | Reduce -89.9% | 11 | $903 |
| Bare Financial Services, Inc | 0.00% | Reduce -68.6% | 11 | $902 |
| HFM Investment Advisors, LLC | 0.00% | Add +14.3% | 8 | $656 |
| Logan Capital Management Inc. | 0.00% | No change | 8 | $656 |
| Key Financial Inc | 0.00% | New | 8 | $650 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $574 |
| Group One Trading LLC | 0.00% | New | 7 | $574 |
| Geneos Wealth Management Inc. | 0.00% | Reduce -98.9% | 7 | $574 |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 6 | $492 |
| Bogart Wealth, LLC | 0.00% | Add +20.0% | 6 | $492 |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $413 |
| Proffitt & Goodson Inc. | 0.00% | New | 5 | $411 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -16.7% | 5 | $411 |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $329 |
| MV Capital Management, Inc. | 0.00% | No change | 4 | $329 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $165 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 2 | $165 |
| New Millennium Group LLC | 0.00% | New | 2 | $164 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $82 |
"% of holder's portfolio" is DOX's weight in each manager's 13F, not the share of Amdocs Ltd. the manager owns.