Darden RestaurantsDRI

13F holders, Q1 2024 (March 31)
917holders
8famous investors
$167.06avg. 13F price*

At the end of Q1 2024, 917 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings. The largest holders were Capital World Investors ($2.7B), Vanguard Group Inc. ($2.3B) and Capital International Investors ($1.5B). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).

Company
Darden Restaurants Inc.
Sector
Consumer Discretionary
CUSIP
237194105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 917Q1 2024Q2 2024: 900Q2 2024Q3 2024: 885Q3 2024Q4 2024: 947Q4 2024Q1 2025: 1,013Q1 2025Q2 2025: 1,061Q2 2025Q3 2025: 986Q3 2025Q4 2025: 1,001Q4 2025Q1 2026: 1,034Q1 2026Q2 2026: 1,086Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions86$338.6M
Exits83$95.8M

Ownership 917 holders

Capital World Investors 0.45% Add +0.1% 16,434,064 $2.7B
Vanguard Group Inc. 0.05% Reduce -1.5% 13,775,425 $2.3B
Capital International Investors 0.31% Reduce -3.9% 9,089,235 $1.5B
BlackRock Inc. 0.03% Reduce -1.1% 8,238,495 $1.4B
State Street Corp. 0.04% Reduce -2.5% 4,725,438 $789.9M
Charles Schwab Investment Management Inc. 0.13% Add +33.1% 3,420,852 $571.8M
Victory Capital Management Inc. 0.50% Add +33.2% 3,040,578 $508.2M
Geode Capital Management, LLC 0.04% Add +2.5% 2,711,737 $452.4M
Raymond James & Associates 0.25% Add +11.9% 2,202,711 $368.2M
Morgan Stanley 0.03% Add +19.3% 2,069,705 $346.0M
Newport Trust Company, LLC 0.92% Reduce -2.2% 2,016,016 $337.0M
Bank of America Corp. 0.03% Add +7.7% 2,013,302 $336.5M
Invesco Ltd. 0.07% Add +16.6% 1,818,708 $304.0M
JPMorgan Chase & Co. 0.03% Add +26.1% 1,710,046 $285.8M
Wellington Management Group LLP 0.05% Reduce -9.0% 1,646,240 $275.2M
Earnest Partners LLC 1.20% Add +5.5% 1,572,642 $262.9M
Congress Asset Management Co. 1.67% Reduce -1.5% 1,397,084 $233.5M
Northern Trust Corp. 0.04% Reduce -3.9% 1,362,801 $227.8M
Ameriprise Financial Inc. 0.05% Reduce -3.2% 1,077,636 $180.1M
Bank of New York Mellon Corp 0.03% Reduce -4.1% 1,063,163 $177.7M
Goldman Sachs Group Inc. 0.04% Add +66.7% 1,029,323 $172.1M
Dimensional Fund Advisors LP 0.05% Add +4.3% 1,009,331 $168.7M
Raymond James Financial Services Advisors, Inc. 0.24% Add +1.7% 978,851 $163.6M
Steadfast Capital Management LP 3.54% Add +10.0% 933,000 $156.0M
Nuveen Asset Management, LLC 0.04% Add +127.4% 847,255 $141.6M
Boston Partners 0.17% Add +4.2% 846,994 $141.6M
Arrowstreet Capital, Limited Partnership 0.13% Reduce -36.7% 830,601 $138.8M
Hamlin Capital Management, LLC 3.45% New 697,987 $116.7M
Legal & General Group Plc 0.03% Reduce -1.8% 695,296 $116.2M
Wells Fargo & Company 0.03% Add +2.5% 652,758 $109.1M
Macquarie Group Ltd. 0.11% Reduce -4.8% 565,628 $94.5M
American Century Companies Inc. 0.06% Add +207.5% 555,440 $92.8M
California Public Employees Retirement System 0.06% Reduce -1.8% 543,610 $90.9M
Adage Capital Partners Gp, L.L.C. 0.17% Add +131.0% 522,804 $87.4M
Amundi 0.04% Reduce -5.8% 523,033 $85.5M
Sei Investments Co. 0.12% Add +14.7% 503,380 $84.1M
Neuberger Berman Group LLC 0.07% Reduce -5.0% 491,365 $82.1M
Natixis Advisors, LLC 0.17% Reduce -6.6% 454,093 $75.9M
Westwood Holdings Group Inc. 0.58% New 436,139 $72.9M
Envestnet Asset Management Inc. 0.03% Add +8.8% 428,101 $71.6M
Franklin Resources Inc. 0.02% Reduce -6.6% 425,871 $71.2M
Norges Bank 0.01% Add +15.8% 413,200 $69.1M
Massachusetts Financial Services Co. 0.02% New 406,300 $67.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -1.5% 392,060 $65.5M
Deutsche Bank AG 0.03% Add +19.8% 391,090 $65.4M
Barclays PLC 0.03% Reduce -8.5% 380,998 $63.7M
Manufacturers Life Insurance Company, The 0.06% Add +4.7% 379,144 $63.4M
Woodley Farra Manion Portfolio Management Inc. 3.33% Add +1.8% 361,448 $60.4M
Swiss National Bank 0.04% Reduce -5.1% 357,600 $59.8M
UBS Group AG 0.02% Reduce -4.4% 348,053 $58.2M
DekaBank Deutsche Girozentrale 0.10% Add +17.1% 327,611 $54.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.9% 287,071 $48.0M
T. Rowe Price Associates Inc. 0.01% Reduce -0.2% 284,082 $47.5M
AEGON ASSET MANAGEMENT UK Plc 0.71% Add +2.4% 282,626 $47.2M
TCW Group Inc. 0.47% Reduce -21.6% 277,699 $46.4M
Citigroup Inc. 0.05% Add +4.8% 266,285 $44.5M
Regions Financial Corp. 0.33% Add +1.5% 256,414 $42.9M
HSBC Holdings PLC 0.03% Add +22.9% 252,282 $42.2M
APG Asset Management N.V. 0.07% Add +0.8% 268,405 $41.5M
Rhumbline Advisers 0.04% Reduce -0.2% 247,420 $41.4M
Great Lakes Advisors, LLC 0.33% Add +0.7% 233,166 $39.0M
Steward Partners Investment Advisory, LLC 0.41% Add +12.5% 221,290 $37.0M
Swiss Life Asset Management Ltd 0.50% Add +287.6% 216,414 $36.2M
Jennison Associates LLC 0.02% Add +311.1% 207,165 $34.6M
Mizuho Markets Americas LLC 0.94% No change 206,800 $34.6M
Retirement Systems of Alabama 0.13% Reduce -0.1% 197,657 $33.0M
National Pension Service 0.04% Add +0.2% 196,485 $32.8M
CW Advisors, LLC 0.54% Add +0.9% 186,056 $31.1M
FMR LLC 0.00% Reduce -4.5% 176,107 $29.4M
Applied Finance Capital Management, LLC 2.07% Add +22.2% 175,857 $29.4M
California State Teachers Retirement System 0.04% Reduce -3.1% 169,204 $28.3M
New York State Common Retirement Fund 0.04% Reduce -2.7% 168,677 $28.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +11.5% 163,436 $27.3M
Toronto Dominion Bank 0.04% Reduce -59.2% 146,894 $24.6M
Principal Financial Group Inc. 0.01% Reduce -0.3% 144,707 $24.2M
Alliancebernstein L.P. 0.01% Reduce -5.2% 144,690 $24.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +15.1% 143,172 $23.9M
Royal Bank of Canada 0.01% Reduce -6.7% 142,344 $23.8M
Public Employees Retirement Association of Colorado 0.10% Add +4.8% 134,319 $22.5M
Alps Advisors Inc. 0.16% Reduce -4.6% 134,070 $22.4M
Eastern Bank 0.93% Reduce -4.8% 133,706 $22.3M
Brandywine Global Investment Management, LLC 0.16% Add +149.8% 131,907 $22.0M
First Trust Advisors LP 0.02% Add +91.0% 130,177 $21.8M
State Board of Administration of Florida Retirement System 0.05% Add +5.6% 136,364 $21.2M
New York State Teachers Retirement System 0.04% Reduce -5.6% 125,833 $21.0M
Danske Bank A/S 0.06% — 118,070 $19.7M
Pinebridge Investments, L.P. 0.15% Reduce -12.9% 112,916 $18.9M
Martingale Asset Management L P 0.37% Reduce -1.7% 111,347 $18.6M
Bridgewater Associates 0.09% Reduce -25.5% 109,262 $18.3M
Bank of Montreal 0.01% Reduce -3.4% 107,959 $18.2M
Los Angeles Capital Management LLC 0.06% Reduce -37.3% 107,120 $17.9M
AQR Capital Management 0.03% Add +9.3% 105,840 $17.7M
Valley Wealth Managers, Inc. 1.33% Reduce -3.2% 105,313 $17.6M
Credit Suisse AG/ 0.02% Reduce -14.1% 104,644 $17.5M
Skba Capital Management LLC 2.70% Reduce -0.1% 103,320 $17.3M
CANADA LIFE ASSURANCE Co 0.03% Add +4.6% 103,144 $17.2M
BNP Paribas Financial Markets 0.02% Reduce -34.6% 96,449 $16.1M
Stifel Financial Corp. 0.02% Add +8.0% 95,219 $15.9M
Aviva PLC 0.05% Add +33.0% 93,023 $15.5M
Prudential Financial Inc. 0.02% Reduce -4.2% 91,611 $15.3M
Nordea Investment Management AB 0.02% Reduce -6.3% 87,106 $14.6M
Synovus Financial Corp. 0.19% Add +1.8% 85,670 $14.3M
Andra AP-fonden 0.25% New 83,800 $14.0M
Willis Investment Counsel 0.95% Add +2.5% 83,006 $13.9M
Capital International, Inc. 0.18% Add +22.2% 78,748 $13.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +15.6% 78,614 $13.1M
Swedbank AB 0.02% Add +2.9% 78,219 $13.1M
Hantz Financial Services, Inc. 0.25% Reduce -4.8% 75,781 $12.7M
State of Wisconsin Investment Board 0.03% Add +18.4% 74,666 $12.5M
Lazard Asset Management LLC 0.02% Reduce -7.0% 72,894 $12.2M
M&G PLC 0.08% — 71,887 $12.0M
Truist Financial Corp. 0.02% Reduce -3.3% 71,381 $11.9M
Ensign Peak Advisors, Inc 0.02% Reduce -5.0% 70,732 $11.8M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -5.3% 70,218 $11.7M
US Bancorp \de 0.02% Add +3.3% 67,410 $11.3M
Asset Management One Co., Ltd. 0.04% Reduce -6.7% 66,902 $11.2M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.5% 66,222 $11.1M
Commerce Bank 0.07% Add +6.2% 66,049 $11.0M
STRS Ohio 0.04% Reduce -42.6% 66,000 $11.0M
LPL Financial LLC 0.01% Add +1.2% 64,307 $10.7M
PNC Financial Services Group, Inc. 0.01% Add +36.1% 63,904 $10.7M
State of New Jersey Common Pension Fund D 0.03% No change 63,718 $10.7M
Running Oak Capital LLC 1.69% Add +12.7% 62,859 $10.5M
Prospector Partners LLC 1.22% Add +1.4% 62,375 $10.4M
Oppenheimer Asset Management Inc. 0.15% Reduce -14.1% 62,134 $10.4M
Foundry Partners, LLC 0.55% Add +6.7% 61,896 $10.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -6.2% 60,296 $10.1M
Qube Research & Technologies Ltd 0.02% Reduce -87.4% 59,733 $10.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +75.4% 60,617 $10.0M
Wilmington Savings Fund Society, FSB 0.38% — 59,600 $10.0M
Forsta Ap-Fonden 0.08% Reduce -7.1% 58,600 $9.8M
Spectrum Wealth Counsel, LLC 1.19% Reduce -0.6% 58,138 $9.7M
Susquehanna International Group, LLP 0.01% Reduce -35.0% 57,110 $9.5M
Moran Wealth Management, LLC 0.30% Reduce -3.4% 55,478 $9.3M
Calamos Advisors LLC 0.07% Reduce -2.5% 55,372 $9.3M
Voya Investment Management LLC 0.01% Reduce -4.1% 55,032 $9.2M
Capital Group Private Client Services, Inc. 0.09% Reduce -3.7% 55,016 $9.2M
Treasurer of the State of North Carolina 0.04% Reduce -0.6% 54,729 $9.1M
Pictet Asset Management Holding SA 0.01% Reduce -2.1% 53,577 $9.0M
Comerica Bank 0.04% Reduce -2.1% 53,486 $8.9M
Voloridge Investment Management, LLC 0.03% New 52,132 $8.7M
Aberdeen Group plc 0.02% Reduce -0.0% 50,586 $8.5M
First Financial Bank - Trust Division 0.80% Reduce -4.6% 50,085 $8.4M
GLOBALT Investments LLC / GA 0.33% Reduce -1.1% 49,877 $8.3M
Russell Investments Group, Ltd. 0.01% Add +206.5% 49,082 $8.2M
Citizens Financial Group Inc. 0.27% Reduce -1.3% 48,912 $8.2M
Royal London Asset Management Ltd. 0.02% Add +1.8% 48,692 $8.1M
Covington Investment Advisors Inc. 1.32% Add +17.2% 48,580 $8.1M
Public Employees Retirement System of Ohio 0.03% Reduce -10.1% 47,502 $7.9M
Marks Group Wealth Management, Inc 0.82% Add +0.0% 46,836 $7.8M
Williams Jones Wealth Management, LLC. 0.10% Reduce 0.0% 45,694 $7.6M
Beacon Investment Advisory Services, Inc. 0.31% Add +2.5% 42,451 $7.1M
Mercer Global Advisors Inc. 0.02% Reduce -30.3% 42,003 $7.0M
TD Asset Management Inc 0.01% Reduce -0.1% 41,390 $6.9M
Resona Asset Management Co.,Ltd. 0.04% — 38,997 $6.5M
MML Investors Services, LLC 0.03% Add +3.3% 38,101 $6.4M
Man Group plc 0.02% Reduce -68.3% 37,917 $6.3M
Cetera Investment Advisers 0.01% Add +395.9% 37,563 $6.3M
Patton Albertson Miller Group, LLC 0.93% Add +11.1% 37,326 $6.2M
NewEdge Advisors, LLC 0.05% Add +19.2% 36,884 $6.2M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 36,791 $6.2M
M&T Bank Corp 0.02% Add +0.8% 36,570 $6.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +13.2% 36,336 $6.1M
Spire Wealth Management 0.11% Add +0.4% 36,313 $6.1M
Nisa Investment Advisors, LLC 0.04% Reduce -2.6% 36,183 $6.0M
PGGM Investments 0.08% No change 35,008 $5.9M
Westport Asset Management Inc. 2.92% No change 35,000 $5.9M
American International Group, Inc. 0.02% Reduce -1.6% 34,849 $5.8M
QV Investors Inc. 0.49% Reduce -1.1% 33,872 $5.7M
USS Investment Management Ltd 0.05% Add +6.2% 33,251 $5.6M
Korea Investment CORP 0.01% Reduce -1.0% 33,131 $5.5M
Arizona State Retirement System 0.04% Reduce -0.7% 32,844 $5.5M
Hilton Capital Management, LLC 0.49% New 32,836 $5.5M
State of Michigan Retirement System 0.03% Reduce -0.6% 32,712 $5.5M
Nomura Asset Management Co. Ltd. 0.02% Reduce -5.1% 32,691 $5.5M
Royal Fund Management, LLC 0.62% Add +0.8% 32,025 $5.4M
Motco 0.31% New 31,249 $5.2M
O'shaughnessy Asset Management, LLC 0.06% Reduce -16.4% 30,861 $5.2M
HighTower Advisors, LLC 0.01% Add +41.6% 30,460 $5.1M
MetLife Investment Management, LLC 0.03% Reduce -4.1% 30,253 $5.1M
Fifth Third Bancorp 0.02% Add +1.4% 29,923 $5.0M
Chilton Investment Co. Inc. 0.14% Add +33.1% 29,774 $5.0M
Boston Common Asset Management, LLC 0.12% Reduce -2.5% 29,691 $5.0M
Townsquare Capital LLC 0.07% Add +4.3% 29,584 $4.9M
Mariner, LLC 0.01% Reduce -5.0% 29,456 $4.9M
State of Tennessee, Department of Treasury 0.02% Add +46.4% 29,085 $4.9M
Cullen Investment Group, LTD. 0.75% Add +4.8% 29,133 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -35.0% 27,972 $4.7M
Transamerica Financial Advisors, LLC 0.48% Add +986.5% 27,957 $4.7M
VestGen Investment Management 1.42% Add +0.0% 27,866 $4.7M
Hudson Bay Capital Management LP 0.05% Reduce -26.0% 27,081 $4.5M
Mackenzie Financial Corp. 0.01% Add +1.2% 26,738 $4.5M
Knights of Columbus Asset Advisors LLC 0.32% Reduce -0.3% 26,475 $4.4M
Adell Harriman & Carpenter Inc. 0.36% Reduce -1.6% 26,220 $4.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.5% 26,214 $4.4M
Pacer Advisors, Inc. 0.01% Reduce -25.5% 25,940 $4.3M
Amalgamated Bank 0.04% Reduce -23.4% 25,359 $4.2M
SG Americas Securities, LLC 0.02% Reduce -31.4% 25,357 $4.2M
Strategic Wealth Partners, Ltd. 0.46% New 25,223 $4.2M
Trexquant Investment LP 0.08% New 25,186 $4.2M
FineMark National Bank & Trust 0.16% Reduce -0.1% 24,973 $4.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -8.8% 24,891 $4.2M
Fulton Bank, N.A. 0.17% Add +2.9% 24,828 $4.1M
Edge Capital Group, LLC 0.21% Add +12.1% 24,797 $4.1M
Texas Permanent School Fund Corp. 0.03% Reduce -0.6% 24,689 $4.1M
IFM Investors Pty Ltd 0.04% Reduce -2.6% 24,313 $4.1M
National Bank of Canada 0.01% Reduce -23.9% 27,185 $4.0M
BNP Paribas 0.19% — 24,009 $4.0M
Concord Investment Counsel Inc. 1.45% — 23,990 $4.0M
QRG Capital Management, Inc. 0.05% Reduce -44.4% 23,940 $4.0M
Harrell Investment Partners, LLC 1.18% Add +2.2% 23,852 $4.0M
Raymond James Trust N.A. 0.10% Add +7.2% 23,752 $4.0M
Jane Street Group, LLC 0.01% Reduce -45.3% 23,751 $4.0M
Atria Investments, Inc 0.05% Add +26.4% 23,555 $3.9M
CPC Advisors, LLC 0.67% Add +23.5% 23,514 $3.9M
First Hawaiian Bank 0.12% Add +8.3% 23,444 $3.9M
Verition Fund Management LLC 0.04% Add +222.5% 23,226 $3.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -0.7% 22,834 $3.8M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +6.0% 22,787 $3.8M
Dakota Wealth Management 0.09% Add +49.7% 22,708 $3.8M
Canada Pension Plan Investment Board 0.00% New 22,397 $3.7M
Cohen Capital Management, Inc. 0.66% Add +2.2% 22,365 $3.7M
Keybank National Association 0.02% Add +29.6% 22,309 $3.7M
KBC Group NV 0.01% Reduce -10.2% 21,978 $3.7M
Millennium Management 0.00% Add +76.7% 21,809 $3.6M
Rockefeller Capital Management L.P. 0.01% Add +26.0% 21,742 $3.6M
Eagle Asset Management Inc. 0.02% Add +183.4% 21,705 $3.6M
Marshall Wace, LLP 0.01% New 21,581 $3.6M
Savoir Faire Capital Management, L.P. 1.66% Reduce -28.6% 21,530 $3.6M
Captrust Financial Advisors 0.01% Reduce -9.2% 21,474 $3.6M
Beacon Investment Advisors LLC 2.04% Add +0.6% 21,340 $3.6M
Geneos Wealth Management Inc. 0.16% Add +4.1% 21,302 $3.6M
Ostrum Asset Management 0.28% No change 21,283 $3.6M
Xponance LLC 0.04% Add +0.4% 21,164 $3.5M
Virginia Wealth Management Group, Inc. 2.87% Reduce -1.9% 21,040 $3.5M
Czech National Bank 0.05% Reduce -0.3% 21,010 $3.5M
Shell Asset Management Co. 0.16% Add +1.6% 23,101 $3.5M
Utah Retirement Systems 0.04% Reduce -0.5% 20,797 $3.5M
Mutual of America Capital Management LLC 0.04% Reduce -2.2% 20,695 $3.5M
Ethic Inc. 0.09% Add +18.7% 20,614 $3.4M
Zacks Investment Management 0.04% Add +10.8% 20,066 $3.4M
Interval Partners, LP 0.13% New 20,000 $3.3M
CIBC Asset Management Inc 0.01% Add +1.6% 20,000 $3.3M
Lion Street Advisors, LLC 1.35% No change 20,087 $3.3M
Creative Planning 0.00% Add +7.6% 19,176 $3.2M
Tredje AP-fonden 0.03% No change 19,049 $3.2M
Genus Capital Management Inc. 0.41% — 18,842 $3.1M
Peddock Capital Advisors, LLC 0.82% Add +3.4% 18,711 $3.1M
Schroder Investment Management Group 0.00% Add +2.0% 18,663 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -31.0% 18,650 $3.1M
DNB Asset Management AS 0.02% Reduce -22.1% 18,118 $3.0M
Advisors Asset Management, Inc. 0.06% Add +22.0% 17,991 $3.0M
Groupama Asset Managment 0.05% Reduce -3.8% 17,787 $3.0M
Janney Montgomery Scott LLC 0.01% Add +15.1% 17,744 $3.0M
Yousif Capital Management, LLC 0.03% Reduce -7.8% 17,659 $3.0M
Bank of Nova Scotia 0.01% Reduce -3.3% 17,576 $2.9M
First Citizens Bank & Trust Co. 0.06% Add +12.9% 17,393 $2.9M
Bokf, NA 0.05% Reduce -0.7% 17,325 $2.9M
Janus Henderson Group PLC 0.00% Reduce -39.4% 17,298 $2.9M
Hennessy Advisors Inc. 0.12% Reduce -5.0% 17,200 $2.9M
Fruth Investment Management 0.75% No change 17,150 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -7.5% 16,970 $2.8M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -4.3% 16,761 $2.8M
Wealthfront Advisers LLC 0.01% Add +24.9% 16,675 $2.8M
Cornerstone Wealth Group, LLC 0.26% Add +0.4% 16,550 $2.8M
Marietta Wealth Management, LLC 0.45% Reduce -2.2% 16,427 $2.7M
Allianz Asset Management GmbH 0.00% Add +33.8% 16,417 $2.7M
New York Life Investment Management LLC 0.03% Reduce -4.8% 16,403 $2.7M
ING Groep NV 0.02% Add +174.0% 16,363 $2.7M
Portfolio Design Labs, LLC 0.92% Add +116.8% 16,295 $2.7M
Pathstone Holdings, LLC 0.01% Add +2.5% 16,196 $2.7M
ProShare Advisors LLC 0.01% Reduce -23.7% 16,175 $2.7M
Siemens Fonds Invest GmbH 0.21% Reduce -0.5% 15,918 $2.7M
Guggenheim Capital LLC 0.02% Add +33.8% 15,838 $2.6M
Ceeto Capital Group, LLC 1.06% No change 15,500 $2.6M
AXA S.A. 0.01% Add +298.8% 15,456 $2.6M
Cerity Partners LLC 0.01% Add +138.5% 15,426 $2.6M
Cape Ann Savings Bank 1.60% No change 15,235 $2.5M
Kestra Advisory Services, LLC 0.02% Add +17.1% 15,186 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +0.6% 15,111 $2.5M
Corient Private Wealth LP 0.00% Add +3.8% 15,021 $2.5M
NewEdge Wealth, LLC 0.06% Reduce -3.2% 16,968 $2.5M
CIBC Private Wealth Group LLC 0.00% Add +399.2% 14,767 $2.5M
Phoenix Wealth Advisors 1.50% Add +3.1% 14,758 $2.5M
Cresset Asset Management, LLC 0.01% Add +34.6% 14,684 $2.5M
Cibc World Market Inc. 0.01% Reduce -0.5% 14,439 $2.4M
Bragg Financial Advisors, Inc 0.11% Reduce -2.1% 14,434 $2.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.0% 14,264 $2.4M
Berry Wealth Group, LP 1.95% Reduce -17.0% 14,086 $2.4M
Beacon Pointe Advisors, LLC 0.03% Reduce -1.0% 13,645 $2.3M
Nissay Asset Management Corp. /Japan 0.02% Add +1.2% 13,532 $2.3M
Whittier Trust Co. 0.03% Reduce -0.4% 13,531 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +499.8% 13,525 $2.3M
Agf Management Ltd. 0.01% Reduce -24.5% 13,373 $2.2M
Advisory Services Network, LLC 0.05% Reduce -2.2% 13,366 $2.2M
Dynamic Technology Lab Private Ltd 0.24% Reduce -59.0% 13,368 $2.2M
Argent Trust Co 0.10% Add +8.2% 13,268 $2.2M
Ascent Group, LLC 0.20% Add +94.0% 13,254 $2.2M
D. E. Shaw & Co. 0.00% Reduce -40.0% 12,732 $2.1M
Stonebrook Private Inc. 0.62% Add +12.2% 12,613 $2.1M
Redwood Investment Management, LLC 0.20% New 12,532 $2.1M
Oppenheimer & Co. Inc. 0.03% Reduce -2.1% 12,294 $2.1M
Achmea Investment Management B.V. 0.04% Reduce -54.1% 12,285 $2.1M
SYSTM Wealth Solutions LLC 0.26% Add +5781.7% 12,234 $2.0M
Americana Partners, LLC 0.17% Add +20.3% 12,228 $2.0M
Weiss Asset Management LP 0.12% New 12,049 $2.0M
New England Asset Management Inc. 0.33% Reduce -0.9% 12,020 $2.0M
Cibc World Markets Corp. 0.01% Reduce -60.5% 11,982 $2.0M
Citadel Advisors 0.00% Reduce -96.1% 11,941 $2.0M
Financial Counselors Inc. 0.03% Reduce -0.3% 11,914 $2.0M
SPC Financial, Inc. 0.19% Add +13.3% 11,906 $2.0M
Scissortail Wealth Management, LLC 0.52% New 11,808 $2.0M
Daiwa Securities Group Inc. 0.01% Add +8.3% 11,802 $2.0M
Capital Analysts, LLC 0.09% Reduce -2.9% 11,792 $2.0M
Landscape Capital Management, L.L.C. 0.17% New 11,785 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -0.4% 11,774 $2.0M
Teacher Retirement System of Texas 0.01% Add +111.6% 11,765 $2.0M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -4.6% 11,767 $2.0M
Atlantic Edge Private Wealth Management, LLC 0.67% Add +5.3% 11,720 $2.0M
1832 Asset Management L.P. 0.00% Reduce -16.4% 11,596 $1.9M
Quantinno Capital Management LP 0.04% Add +5.4% 11,566 $1.9M
Canandaigua National Bank & Trust Co. 0.28% Reduce -2.7% 11,472 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.1% 11,328 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +44.6% 11,026 $1.8M
Elo Mutual Pension Insurance Co 0.04% Add +4.3% 10,957 $1.8M
Y-Intercept (Hong Kong) Ltd 0.14% Add +530.0% 10,937 $1.8M
Ziegler Capital Management, LLC 0.07% Reduce -37.2% 10,989 $1.8M
Marco Investment Management LLC 0.17% Add +17.9% 10,850 $1.8M
TD Waterhouse Canada Inc. 0.01% Reduce -1.3% 9,217 $1.8M
Baldwin Investment Management, LLC 0.24% Add +7.5% 10,734 $1.8M
West Michigan Advisors, LLC 0.58% Add +3.8% 10,607 $1.8M
HM Payson & Co. 0.03% No change 10,228 $1.7M
Oregon Public Employees Retirement Fund 0.03% Add +9.3% 10,210 $1.7M
Alaska Permanent Fund Corp 0.03% Reduce -37.6% 10,187 $1.7M
Sowell Financial Services LLC 0.08% New 10,169 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +42.3% 10,020 $1.7M
Zurich Insurance Group Ltd 0.02% No change 10,000 $1.7M
Financial Engines Advisors L.L.C. 0.00% Add +5.2% 9,918 $1.7M
Robeco Institutional Asset Management B.V. 0.00% Reduce -9.5% 9,908 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.7% 9,863 $1.6M
Park Avenue Securities LLC 0.02% Reduce -6.6% 9,825 $1.6M
Baird Financial Group, Inc. 0.00% Add +4.7% 9,794 $1.6M
WealthShield Partners, LLC 0.26% Add +8.8% 9,782 $1.6M
Simmons Bank 0.12% Reduce -0.7% 9,755 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.9% 9,750 $1.6M
Rafferty Asset Management, LLC 0.01% Reduce -4.2% 9,707 $1.6M
Plimoth Trust Co. LLC 0.43% Add +59.6% 9,582 $1.6M
Cordgrass Capital Advisors, LLC 0.50% Add +3.0% 9,550 $1.6M
Federated Hermes, Inc. 0.00% Reduce -18.1% 9,508 $1.6M
Western Wealth Management, LLC 0.12% Add +0.2% 9,491 $1.6M
Confluence Wealth Services, Inc. 0.14% Add +0.8% 9,356 $1.6M
First Business Financial Services, Inc. 0.17% Add +0.9% 9,232 $1.5M
Kentucky Retirement Systems 0.05% Reduce -5.8% 9,068 $1.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.13% No change 8,981 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -3.0% 8,850 $1.5M
Comprehensive Financial Consultants Institutional, Inc. 0.61% Add +9.0% 8,828 $1.5M
Cadence Bank 0.11% Reduce -3.1% 8,812 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Add +9.2% 8,681 $1.5M
CX Institutional 0.07% Add +3.8% 8,650 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +4.5% 8,499 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +10.1% 8,480 $1.4M
Choreo, LLC 0.04% Reduce -4.8% 8,450 $1.4M
Maryland State Retirement & Pension System 0.03% No change 9,215 $1.4M
Jacobi Capital Management LLC 0.13% Reduce -4.5% 8,175 $1.4M
Peterson Wealth Services 0.50% Add +4.2% 8,162 $1.4M
James Investment Research, Inc. 0.16% Reduce -2.1% 8,045 $1.3M
Huntington National Bank 0.01% Add +3.0% 8,008 $1.3M
Paradigm Asset Management Co. LLC 0.34% No change 8,000 $1.3M
Primecap Management Co. 0.00% No change 8,000 $1.3M
Affinity Investment Advisors, LLC 0.97% Reduce -3.5% 7,978 $1.3M
Moody National Bank Trust Division 0.10% Reduce -0.4% 7,882 $1.3M
Coastline Trust Co 0.16% Reduce -1.9% 7,869 $1.3M
Maverick Capital 0.03% Add +61.4% 7,857 $1.3M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.3M
Hartford Investment Management Co. 0.05% Reduce -4.4% 7,733 $1.3M
Bowman & Co S.C. 0.78% Reduce -0.1% 7,644 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -0.1% 7,522 $1.3M
Maxwell Wealth Strategies Inc. 0.63% Reduce -49.0% 8,432 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.5% 7,560 $1.2M
Rodgers Brothers Inc. 0.17% Add +5.7% 7,422 $1.2M
Blair William & Co. 0.00% Add +1.2% 7,393 $1.2M
Catalyst Capital Advisors LLC 0.03% Add +2.9% 7,272 $1.2M
Centiva Capital, LP 0.07% Reduce -33.2% 7,207 $1.2M
Jump Financial, LLC 0.03% Add +2.5% 7,206 $1.2M
Private Advisor Group, LLC 0.01% Reduce -7.6% 7,196 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.0% 7,166 $1.2M
Mediolanum International Funds Ltd 0.02% — 7,163 $1.2M
Mezzasalma Advisors, LLC 0.56% Reduce -39.2% 7,112 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +100.2% 7,039 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +100.2% 7,039 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -4.1% 7,000 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -8.2% 6,936 $1.2M
UniSuper Management Pty Ltd 0.01% Add +418.9% 6,839 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Add +82.4% 6,791 $1.1M
Tidal Investments LLC 0.02% Add +234.3% 6,712 $1.1M
Sfmg, LLC 0.10% Add +0.1% 6,678 $1.1M
Associated Banc-Corp 0.04% Add +0.2% 6,644 $1.1M
Ahl Investment Management, Inc. 0.85% No change 6,628 $1.1M
Capstone Financial Advisors, Inc. 0.07% Reduce -6.4% 6,617 $1.1M
Credit Agricole S A 0.02% Add +113.1% 7,254 $1.1M
GAM Holding AG 0.08% Reduce -3.8% 6,538 $1.1M
Tectonic Advisors LLC 0.08% Add +17.5% 6,512 $1.1M
Edgestream Partners, L.P. 0.05% Add +1.3% 6,500 $1.1M
MAI Capital Management 0.01% Add +35.1% 6,464 $1.1M
Greatmark Investment Partners, Inc. 0.15% No change 6,372 $1.1M
Level Four Advisory Services, LLC 0.06% No change 6,473 $1.1M
Deerfield Management Company, L.P. 0.02% New 6,335 $1.1M
Freedom Investment Management, Inc. 0.08% Reduce -5.1% 6,182 $1.0M
Storebrand Asset Management As 0.00% Add +8.7% 6,164 $1.0M
Candriam S.C.A. 0.01% Reduce -13.9% 6,122 $1.0M
Intech Investment Management LLC 0.01% Reduce -89.3% 6,097 $1.0M
New Mexico Educational Retirement Board 0.04% Reduce -3.2% 6,076 $1.0M
Schonfeld Strategic Advisors LLC 0.01% New 6,010 $1.0M
Bessemer Group Inc. 0.00% Reduce -11.8% 5,934 $992K
United Community Bank 0.38% Add +1.3% 5,918 $989K
InterOcean Capital Group, LLC 0.02% Reduce -5.7% 5,917 $989K
South Dakota Investment Council 0.02% No change 5,880 $983K
Caxton Associates LP 0.07% Reduce -28.3% 5,801 $970K
Focus Partners Wealth 0.01% Add +338.5% 5,766 $964K
Elevation Point Wealth Partners, LLC 0.07% Add +1.9% 5,403 $903K
Versor Investments LP 0.18% Reduce -7.6% 5,398 $902K
AlTi Global, Inc. 0.02% Reduce -0.5% 5,351 $894K
Integrated Wealth Concepts LLC 0.01% Add +0.3% 5,338 $892K
SS&H Financial Advisors, Inc. 0.37% No change 5,310 $887K
Baker Tilly Wealth Management, LLC 0.16% Add +0.3% 5,228 $874K
Panagora Asset Management Inc. 0.00% No change 5,058 $845K
Investors Research Corp 0.20% No change 5,050 $844K
Brookstone Capital Management 0.01% Add +12.0% 5,017 $839K
LMR Partners LLP 0.03% New 4,904 $820K
Commerzbank Aktiengesellschaft 0.03% Add +27.8% 4,855 $812K
Vaughan David Investments LLC 0.02% No change 4,837 $809K
Wedbush Securities Inc. 0.03% New 4,823 $806K
Metropolitan Life Insurance Co 0.04% Reduce -1.7% 4,815 $805K
Lauterbach Financial Advisors, LLC 0.53% No change 4,800 $802K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 4,753 $794K
Virtus Advisers, LLC 0.42% Add +13.6% 4,684 $783K
LBP Am SA 0.03% Reduce -46.9% 4,654 $778K
Roanoke Asset Management Corp./ NY 0.26% No change 4,625 $773K
Crossmark Global Holdings, Inc. 0.01% Reduce -10.8% 4,590 $768K
Rothschild Investment LLC 0.06% Add +0.1% 4,568 $764K
Navellier & Associates Inc. 0.09% Reduce -82.3% 4,559 $762K
Copperwynd Financial, LLC 0.27% Reduce -1.2% 4,547 $760K
Empirical Finance, LLC 0.05% Add +3.4% 4,503 $753K
Searle & Co. 0.19% No change 4,500 $752K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -10.0% 4,493 $751K
Tower Research Capital LLC (TRC) 0.02% Reduce -76.5% 4,485 $750K
Flputnam Investment Management Co. 0.02% Reduce -7.6% 4,435 $741K
Checchi Capital Advisers, LLC 0.06% Add +0.8% 4,341 $726K
Norden Group LLC 0.15% Reduce -33.2% 4,319 $722K
GYL Financial Synergies, LLC 0.06% New 4,312 $721K
Ieq Capital, LLC 0.01% Add +53.5% 4,301 $719K
United Capital Financial Advisors, LLC 0.01% Reduce -4.1% 4,275 $715K
Farmers Trust Co. 0.14% No change 4,261 $712K
Eagle Harbor Asset Management Inc. 0.76% Reduce -0.4% 4,237 $708K
Family Legacy, Inc. 0.25% Add +79.9% 4,222 $706K
Hancock Whitney Corp. 0.02% Reduce -11.0% 4,158 $695K
Ibex Wealth Advisors 0.19% — 5,025 $695K
Covenant Partners, LLC 0.20% Reduce -1.3% 4,153 $694K
King Wealth Management Group 0.12% No change 4,140 $692K
Norinchukin Bank, The 0.02% Reduce -2.4% 4,062 $679K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +13.2% 4,028 $673K
Savant Capital, LLC 0.01% New 4,012 $671K
Boothbay Fund Management, LLC 0.02% Reduce -38.5% 3,975 $664K
Saxon Interests, Inc. 0.32% Add +10.5% 3,954 $661K
Qtron Investments LLC 0.09% No change 3,942 $659K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -8.1% 3,941 $659K
Vontobel Holding Ltd. 0.01% Reduce -0.9% 3,922 $656K
MGB Wealth Management, LLC 0.26% Add +5.9% 3,901 $652K
Keyes, Stange & Wooten Wealth Management, LLC 0.57% Reduce -0.4% 3,886 $650K
Advocate Group LLC 0.13% No change 3,881 $649K
Bleakley Financial Group, LLC 0.02% Add +6.1% 3,859 $645K
Simplicity Wealth,LLC 0.02% New 3,859 $645K
Dynamic Advisor Solutions LLC 0.02% Reduce -1.8% 3,805 $636K
Greenleaf Trust 0.01% Add +1.1% 3,804 $636K
Metis Global Partners, LLC 0.02% Reduce -2.7% 3,796 $635K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.5% 3,789 $633K
NorthCrest Asset Manangement, LLC 0.02% Reduce -4.9% 3,770 $630K
Blueshift Asset Management, LLC 0.33% New 3,763 $629K
Empowered Funds, LLC 0.01% New 3,760 $628K
Intrust Bank NA 0.07% Add +3.6% 3,749 $627K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +9.0% 3,746 $626K
Engineers Gate Manager LP 0.02% New 3,741 $625K
Avantax Advisory Services, Inc. 0.01% Reduce -7.3% 3,724 $622K
McElhenny Sheffield Capital Management, LLC 0.22% Reduce -7.3% 3,715 $621K
OmniStar Financial Group, Inc. 0.57% New 3,700 $618K
CI Investments Inc. 0.00% Add +16.2% 3,699 $618K
Donoghue Forlines LLC 0.18% New 3,689 $617K
HighPoint Advisor Group LLC 0.04% Add +2.7% 4,083 $609K
EagleClaw Capital Managment, LLC 0.11% No change 3,622 $605K
HB Wealth Management, LLC 0.01% Add +13.4% 3,559 $595K
Allworth Financial LP 0.00% Add +1218.5% 3,494 $584K
Benjamin Edwards Inc. 0.11% Add +137.3% 3,414 $571K
Howland Capital Management LLC 0.03% No change 3,406 $569K
Old National Bancorp 0.01% Reduce -2.7% 3,363 $562K
Prime Capital Investment Advisors, LLC 0.01% Add +18.2% 3,297 $551K
Kingswood Wealth Advisors, LLC 0.06% Add +1.1% 3,293 $550K
Gotham Asset Management 0.01% Reduce -4.3% 3,284 $549K
Jeppson Wealth Management, LLC 0.21% Reduce -0.2% 3,280 $548K
Vinva Investment Management Ltd 0.03% Add +42.4% 3,279 $548K
Farmers National Bank 0.16% Add +1.2% 3,245 $542K
Chicago Partners Investment Group LLC 0.02% Add +0.1% 3,476 $542K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 3,242 $542K
Squarepoint Ops LLC 0.00% Reduce -96.9% 3,238 $541K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.0% 3,228 $540K
Portside Wealth Group, LLC 0.10% Add +1.7% 3,211 $537K
Rakuten Investment Management, Inc. 0.00% Add +981.1% 3,211 $537K
Mgo One Seven LLC 0.03% Reduce -20.1% 3,187 $533K
Old Port Advisors 0.16% Reduce -0.6% 3,154 $527K
Sheets Smith Wealth Management 0.06% New 3,145 $526K
Harbour Investments, Inc. 0.02% Add +15.4% 3,132 $523K
Caprock Group, LLC 0.03% Add +18.4% 3,106 $519K
Stephens Inc. 0.01% Add +22.4% 3,093 $517K
Ritholtz Wealth Management 0.02% Reduce -6.2% 3,092 $517K
B. Riley Wealth Advisors, Inc. 0.01% Add +7.8% 3,561 $510K
Quantitative Investment Management, LLC 0.03% New 3,046 $509K
First Trust Direct Indexing L.P. 0.04% Add +6.5% 3,032 $507K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,000 $502K
Pring Turner Capital Group Inc. 0.37% No change 3,000 $501K
Montgomery Investment Management Inc. 0.19% No change 3,000 $501K
Ar Asset Management Inc. 0.12% No change 3,000 $501K
Cary Street Partners Investment Advisory LLC 0.02% Add +0.3% 2,948 $493K
Gladstone Institutional Advisory LLC 0.03% Add +16.6% 2,943 $492K
Kintra Wealth, LLC 0.36% Reduce -3.4% 2,939 $491K
Cwm, LLC 0.00% Add +16.2% 2,916 $487K
ZWJ Investment Counsel Inc. 0.02% Reduce -1.6% 2,900 $485K
Capital International Sarl 0.02% New 2,872 $480K
Coldstream Capital Management Inc. 0.01% Reduce -0.6% 2,858 $478K
Signaturefd, LLC 0.01% Add +5.5% 2,853 $477K
Beverly Hills Private Wealth, LLC 0.11% Reduce -7.0% 2,849 $476K
Choate Investment Advisors 0.01% Reduce -4.8% 2,848 $476K
Evergreen Capital Management LLC 0.02% Add +1.1% 2,818 $471K
Profund Advisors LLC 0.02% Add +5.3% 2,817 $471K
Public Sector Pension Investment Board 0.00% No change 2,816 $471K
Stock Yards Bank & Trust Co. 0.02% Reduce -28.1% 2,807 $469K
Degroof Petercam Asset Management 0.01% No change 2,800 $468K
Summit Financial Group, Inc. 0.17% No change 2,785 $466K
Brandywine Oak Private Wealth LLC 0.05% No change 2,773 $464K
Vantage Consulting Group Inc 0.29% Reduce -5.9% 2,770 $463K
Alberta Investment Management Corp 0.00% No change 2,700 $451K
Appleton Partners Inc. 0.04% No change 2,696 $451K
Gibbs Wealth Management 0.26% — 2,680 $448K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -2.3% 2,635 $440K
Banco Santander, S.A. 0.01% New 2,627 $439K
NEOS Investment Management LLC 0.03% Add +53.5% 2,615 $437K
Principal Securities, Inc. 0.01% Add +31.3% 2,600 $435K
Leavell Investment Management, Inc. 0.02% No change 2,580 $431K
Concurrent Investment Advisors, LLC 0.02% Add +15.0% 2,542 $425K
Stonebridge Capital Advisors LLC 0.04% Reduce -4.2% 2,525 $422K
Johnson Investment Counsel Inc. 0.00% Reduce -4.3% 2,508 $419K
Wendell David Associates Inc. 0.04% No change 2,500 $418K
Apollon Wealth Management, LLC 0.01% Add +19.6% 2,499 $418K
Olympiad Research LP 0.27% New 2,488 $416K
Grey Street Capital, LLC 0.06% New 2,480 $415K
1ST Source Bank 0.02% Reduce -2.9% 2,455 $410K
First City Capital Management, Inc. 0.22% No change 2,400 $401K
Symmetry Partners, LLC 0.03% No change 2,398 $401K
HRT Financial LP 0.00% New 2,405 $401K
Prelude Capital Management, LLC 0.03% New 2,385 $399K
Advisors Preferred, LLC 0.07% Reduce -13.4% 2,381 $398K
Optimum Investment Advisors 0.18% No change 2,380 $398K
L2 Asset Management, LLC 0.13% Add +33.0% 2,374 $397K
Argus Investors' Counsel, Inc. 0.24% Reduce -0.7% 2,368 $396K
MIdWestOne Financial Group, Inc. 0.07% No change 2,368 $396K
180 Wealth Advisors, LLC 0.07% Reduce -1.4% 2,363 $395K
Vestcor Inc 0.01% Reduce -0.8% 2,331 $390K
Independent Advisor Alliance 0.01% Reduce -5.2% 2,326 $389K
Burney Co./ 0.01% Reduce -1.7% 2,324 $388K
Gilliland Jeter Wealth Management LLC 0.14% Reduce -4.5% 2,319 $388K
Rossmore Private Capital 0.05% Add +10.6% 2,295 $384K
D.A. Davidson & Co. 0.00% Add +7.6% 2,277 $381K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.1% 2,270 $379K
SageView Advisory Group, LLC 0.02% Reduce -30.8% 2,265 $379K
Financial Insights, Inc. 0.11% Reduce -45.8% 2,248 $376K
Mutual Advisors, LLC 0.01% Add +21.2% 2,245 $375K
Wambolt & Associates, LLC 0.11% Add +18.8% 2,222 $372K
Excalibur Management Corp. 0.16% Add +1.9% 2,220 $371K
Schechter Investment Advisors, LLC 0.03% Add +6.0% 2,219 $371K
Kozak & Associates, Inc. 0.10% Add +1.7% 2,444 $370K
Great Lakes Retirement, Inc. 0.05% Add +1.0% 2,210 $369K
NavPoint Financial, Inc. 0.32% No change 2,204 $368K
Nations Financial Group Inc, /Ia/ 0.03% Add +36.0% 2,204 $368K
Glenview Trust Co 0.01% Reduce -0.8% 2,197 $367K
Wolverine Trading, LLC 0.00% Add +22.5% 2,195 $367K
Pacific Global Investment Management Co. 0.07% Reduce -0.1% 2,187 $366K
Trust Co. of Toledo NA 0.06% Reduce -3.0% 2,183 $365K
Hemenway Trust Co LLC 0.03% Reduce -9.0% 2,180 $364K
International Assets Investment Management, LLC 0.04% New 2,166 $362K
Avior Wealth Management, LLC 0.02% Add +244.9% 2,159 $361K
Accordant Advisory Group Inc 0.27% — 2,157 $361K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.7% 2,151 $360K
McDonald Partners LLC 0.10% No change 2,125 $355K
Moisand Fitzgerald Tamayo, LLC 0.05% No change 2,117 $354K
Juncture Wealth Strategies, LLC 0.15% Reduce -24.9% 2,109 $353K
Ellevest, Inc. 0.02% Add +1.3% 2,093 $350K
Vident Advisory, LLC 0.01% Reduce -97.2% 2,077 $347K
Berkshire Asset Management LLC 0.02% No change 2,074 $347K
First Horizon Advisors, Inc. 0.01% Reduce -0.1% 2,068 $346K
Parallel Advisors, LLC 0.01% Add +4.7% 2,065 $345K
Lido Advisors, LLC 0.00% Reduce -69.9% 2,051 $343K
Center for Financial Planning, Inc. 0.05% Add +4.0% 2,051 $343K
J.W. Cole Advisors, Inc. 0.02% Add +5.0% 2,045 $342K
Destiny Wealth Partners, LLC 0.06% No change 2,041 $341K
Trillium Asset Management, LLC 0.01% No change 2,041 $341K
9258 Wealth Management, LLC 0.05% Reduce -0.1% 2,036 $340K
Atlanta Consulting Group Advisors, LLC 0.12% — 2,035 $340K
Alliance Wealth Advisors, LLC 0.10% Reduce -2.0% 2,030 $339K
Acima Private Wealth, LLC 0.12% Reduce -3.8% 2,000 $334K
Lifeworks Advisors, LLC 0.09% New 2,000 $334K
Graham Capital Management, L.P. 0.02% Reduce -94.3% 2,000 $334K
Rwa Wealth Partners, LLC 0.00% Reduce -0.1% 1,992 $333K
Wesbanco Bank Inc. 0.01% Add +16.7% 1,985 $332K
FWG Holdings, LLC 0.18% No change 2,241 $329K
Prosperity Consulting Group, LLC 0.04% Add +23.6% 1,961 $328K
UMB Bank, n.a. 0.01% Reduce -62.1% 1,955 $327K
IHT Wealth Management, LLC 0.01% Add +2.0% 1,950 $326K
Buckingham Strategic Wealth, LLC 0.00% Reduce -1.0% 1,943 $325K
TD Private Client Wealth LLC 0.01% Reduce -37.5% 1,934 $323K
Investment Management Corp of Ontario 0.01% Reduce -32.1% 1,899 $317K
Mesirow Financial Investment Management, Inc. 0.01% Add +7.7% 1,891 $316K
Trustmark Bank Trust Department 0.03% Reduce -79.8% 1,880 $314K
Romano Brothers and Company 0.04% No change 1,874 $313K
Summit Wealth Partners, LLC 0.07% No change 1,858 $311K
Legacy Wealth Asset Management, LLC 0.09% Reduce -0.6% 1,856 $310K
Montecito Bank & Trust 0.06% Add +13.5% 1,849 $309K
Hodges Capital Management Inc. 0.02% Add +0.1% 1,840 $308K
Pitcairn Co. 0.02% Add +4.7% 1,837 $307K
Dumont & Blake Investment Advisors LLC 0.09% Add +1.0% 1,832 $306K
Stratos Wealth Partners, LTD. 0.01% Add +25.7% 1,827 $305K
First United Bank & Trust 0.11% No change 1,825 $305K
AMG National Trust Bank 0.01% No change 1,825 $305K
Integrated Advisors Network LLC 0.02% Add +4.4% 1,819 $304K
Insigneo Advisory Services, LLC 0.04% Reduce -8.4% 1,807 $302K
Evoke Wealth, LLC 0.01% New 1,796 $300K
Olistico Wealth, LLC 0.22% No change 1,794 $300K
Balentine LLC 0.01% Add +3.5% 1,789 $299K
Transcend Capital Advisors, LLC 0.02% Reduce -0.2% 1,770 $296K
Assenagon Asset Management S.A. 0.00% Reduce -12.2% 1,768 $296K
Venture Visionary Partners LLC 0.01% No change 1,765 $295K
Capital Investment Counsel, LLC 0.06% No change 1,760 $294K
Sage Private Wealth Group, LLC 0.24% Add +30.6% 1,758 $294K
Concourse Financial Group Securities, Inc. 0.02% Add +2.5% 1,758 $294K
Horizon Investments, LLC 0.01% Reduce -0.9% 1,734 $287K
Ballentine Partners, LLC 0.01% Add +9.4% 1,713 $286K
1620 Investment Advisors, Inc. 0.29% No change 1,701 $284K
NTV Asset Management LLC 0.04% No change 1,700 $284K
&partners 0.04% New 1,665 $278K
GeoWealth Management, LLC 0.01% Add +6.3% 1,665 $278K
Syon Capital LLC 0.03% No change 1,664 $278K
Busey Bank 0.01% Add +0.9% 1,660 $277K
GW Henssler & Associates Ltd. 0.02% Add +4.9% 1,640 $274K
Fortem Financial Group, LLC 0.12% No change 1,634 $273K
Hall Capital Management Co. Inc. 0.13% Reduce -0.4% 1,616 $270K
Embree Financial Group 0.05% Add +1.6% 1,607 $269K
New England Research & Management, Inc. 0.13% No change 1,591 $266K
Assetmark, Inc. 0.00% Reduce -3.5% 1,585 $265K
Sigma Planning Corp 0.01% New 1,574 $263K
Patron Partners, LLC 0.16% No change 1,570 $262K
Bond & Devick Financial Network, Inc. 0.14% Add +0.4% 1,566 $262K
Stewart & Patten Co. LLC 0.04% Reduce -6.0% 1,558 $260K
Blue Trust, Inc. 0.00% Add +22.0% 1,551 $259K
Kohmann Bosshard Financial Services, LLC 0.04% No change 1,550 $259K
MTM Investment Management, LLC 0.11% Add +0.4% 1,524 $255K
Oakworth Capital, Inc. 0.02% No change 1,516 $253K
Benjamin F. Edwards & Company, Inc. 0.00% Add +69.8% 1,513 $253K
Powers Advisory Group, LLC 0.14% Add +0.5% 1,514 $253K
Rehmann Capital Advisory Group 0.02% Add +6.8% 1,500 $251K
Founders Capital Management, LLC 0.05% No change 1,500 $251K
Tower Bridge Advisors 0.03% No change 1,500 $251K
Harbor Investment Advisory, LLC 0.03% Reduce -0.2% 1,498 $250K
Prio Wealth Limited Partnership 0.01% No change 1,496 $250K
Plato Investment Management Ltd 0.03% Add +16455.6% 1,490 $249K
Visionary Wealth Advisors 0.02% No change 1,490 $249K
Kesler, Norman & Wride, LLC 0.05% No change 1,488 $249K
Pinnacle Associates Ltd. 0.00% Reduce -6.2% 1,484 $248K
Hilltop National Bank 0.08% — 1,482 $248K
RW Investment Management LLC 0.03% Add +2.0% 1,480 $247K
Ontario Teachers Pension Plan Board 0.00% New 1,479 $247K
Fulcrum Capital LLC 0.06% New 1,475 $247K
Laffer Tengler Investments, Inc. 0.08% Add +11.0% 1,462 $244K
Ifrah Financial Services, Inc. 0.07% Add +1.8% 1,458 $244K
DAVENPORT & Co LLC 0.00% Reduce -4.5% 1,455 $243K
CENTRAL TRUST Co 0.01% Add +1.1% 1,453 $243K
First Dallas Securities Inc. 0.11% No change 1,450 $242K
Summit Trail Advisors, LLC 0.01% New 1,445 $241K
Paragon Financial Partners, Inc. 0.20% No change 1,440 $241K
Montag A & Associates Inc. 0.01% No change 1,436 $240K
Snowden Capital Advisors LLC 0.01% Reduce -21.1% 1,433 $240K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,433 $240K
Belpointe Asset Management LLC 0.02% Reduce -51.2% 1,428 $239K
Peoples Bank 0.13% Reduce -0.9% 1,426 $238K
Capstone Investment Advisors, LLC 0.01% Reduce -92.2% 1,426 $238K
Campbell & CO Investment Adviser LLC 0.02% Reduce -68.7% 1,416 $237K
Advisor OS, LLC 0.03% New 1,414 $236K
Perigon Wealth Management, LLC 0.01% New 1,413 $236K
OneDigital Investment Advisors LLC 0.00% Reduce -4.3% 1,412 $236K
Wetzel Investment Advisors, Inc. 0.14% Add +2.7% 1,547 $236K
Texas Yale Capital Corp. 0.01% No change 1,400 $234K
Trust Asset Management LLC 0.02% No change 1,397 $234K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $231K
ARS Wealth Advisors Group, LLC 0.03% Reduce -3.2% 1,363 $228K
Capital Insight Partners, LLC 0.04% New 1,349 $225K
Renasant Bank 0.16% Add +3.4% 1,348 $225K
Grove Bank & Trust 0.04% Reduce -1.2% 1,345 $225K
Mission Creek Capital Partners, Inc. 0.06% Reduce -6.5% 1,344 $225K
EP Wealth Advisors, LLC 0.00% Add +10.2% 1,343 $224K
Brown Brothers Harriman & Co. 0.00% Reduce -0.7% 1,339 $224K
Ameritas Investment Partners, Inc. 0.01% No change 1,337 $223K
AA Financial Advisors, LLC 0.09% New 1,332 $223K
Enterprise Financial Services Corp 0.13% No change 1,332 $223K
First Manhattan Co. Llc. 0.00% Reduce -3.3% 1,329 $222K
XTX Topco Ltd 0.03% New 1,314 $220K
Willner & Heller, LLC 0.22% Add +0.8% 1,304 $218K
Collaborative Wealth Managment Inc. 0.11% Reduce -16.9% 1,294 $216K
Westmount Partners, LLC 0.07% No change 1,246 $208K
Cigna Investments Inc. 0.04% No change 1,245 $208K
Personal Cfo Solutions, LLC 0.03% New 1,243 $208K
Second Half Financial Partners, LLC 0.09% Reduce -0.3% 1,240 $207K
Prudential PLC 0.00% Reduce -74.6% 1,228 $205K
Cabot Wealth Management Inc. 0.03% No change 1,222 $204K
Tiaa Trust, National Association 0.00% New 1,217 $203K
Wallace Advisory Group, LLC 0.15% New 1,232 $202K
Focus Financial Network, Inc. 0.01% — 1,325 $202K
Renaissance Technologies 0.00% New 1,200 $201K
Cognios Beta Neutral Large Cap Fund, LP 0.26% New 1,200 $201K
EHP Funds Inc. 0.14% Reduce -25.0% 1,200 $201K
Towne Trust Company, N.A 0.07% New 1,200 $201K
Sabal Trust CO 0.01% New 1,200 $201K
EntryPoint Capital, LLC 0.18% Add +65.6% 1,194 $200K
Haverford Trust Co 0.00% New 1,174 $196K
V-Square Quantitative Management LLC 0.03% No change 1,172 $196K
Park Place Capital Corp 0.07% Reduce -24.4% 1,123 $188K
Plante Moran Financial Advisors, LLC 0.02% Reduce -58.9% 971 $162K
Bartlett & Co. Wealth Management LLC 0.00% No change 962 $161K
Farmers & Merchants Investments Inc. 0.01% No change 924 $154K
GAMMA Investing LLC 0.03% Add +28.3% 917 $153K
Mather Group, Llc. 0.00% New 922 $151K
Ramirez Asset Management, Inc. 0.03% No change 900 $150K
St Germain D J Co. Inc. 0.01% No change 885 $148K
Global Financial Private Client, LLC 0.06% Reduce -27.3% 870 $145K
Cullen/Frost Bankers, Inc. 0.00% No change 825 $138K
Gulf International Bank (UK) Ltd 0.00% No change 822 $137K
Deseret Mutual Benefit Administrators 0.07% Add +7.5% 812 $136K
IFP Advisors, Inc 0.01% Reduce -14.3% 794 $133K
Tobam 0.01% Add +112.8% 783 $131K
Private Trust Co. NA 0.01% Add +0.5% 782 $131K
Missouri Trust & Investment Co 0.05% Reduce -0.7% 770 $129K
Gen-Wealth Partners Inc 0.06% — 767 $128K
Quadrant Capital Group LLC 0.01% Reduce -1.0% 758 $127K
Silvant Capital Management LLC 0.01% No change 733 $123K
State of Wyoming 0.02% Reduce -21.5% 718 $120K
S.A. Mason LLC 0.07% No change 700 $117K
AdvisorShares Investments LLC 0.02% Reduce -4.9% 699 $117K
Rosenberg Matthew Hamilton 0.03% No change 651 $109K
First Financial Corp. 0.06% Add +8.3% 650 $109K
Farther Finance Advisors, LLC 0.01% Add +17.6% 641 $107K
Pension & Wealth Management Advisors, Inc. 0.07% No change 640 $107K
Front Row Advisors LLC 0.04% New 626 $105K
Lindbrook Capital, LLC 0.01% Reduce -1.1% 615 $103K
Bruce G. Allen Investments, LLC 0.08% Add +9.6% 605 $101K
CGC Financial Services, LLC 0.05% No change 600 $100K
Alta Advisers Ltd 0.05% No change 600 $100K
Glass Jacobson Investment Advisors llc 0.04% No change 600 $100K
USA Financial Formulas 0.02% Reduce -14.0% 588 $98K
Central Pacific Bank - Trust Division 0.01% — 571 $95K
Riverview Trust Co 0.07% New 563 $94K
Avion Wealth 0.02% No change 487 $82K
Ossiam 0.00% New 477 $80K
Headlands Technologies LLC 0.02% New 467 $78K
Indiana Trust & Investment Management Co 0.03% No change 465 $78K
Global Retirement Partners, LLC 0.00% Reduce -15.9% 445 $74K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Add +40.6% 405 $68K
Norwood Financial Corp 0.10% No change 400 $67K
Parkside Financial Bank & Trust 0.01% Add +30.0% 399 $67K
Westpac Banking Corp. 0.01% Add +105.2% 398 $67K
Boyd Watterson Asset Management LLC 0.02% No change 389 $65K
WASHINGTON TRUST Co 0.00% Reduce -6.3% 388 $65K
Fuller & Thaler Asset Management, Inc. 0.00% No change 388 $65K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.3% 360 $60K
Briaud Financial Planning Inc 0.03% New 337 $57K
Syntax Research, Inc. 0.04% No change 337 $56K
Bank of New Hampshire 0.01% No change 336 $56K
MV Capital Management, Inc. 0.01% No change 329 $55K
Thompson Investment Management, Inc. 0.01% No change 325 $54K
Main Street Group, LTD 0.03% No change 323 $54K
First Community Trust NA 0.05% No change 323 $54K
PrairieView Partners, LLC 0.01% No change 317 $53K
Independence Bank of Kentucky 0.02% No change 310 $52K
Tompkins Financial Corp. 0.01% No change 308 $51K
Jones Financial Companies LLLP 0.00% Add +19.9% 307 $51K
Bogart Wealth, LLC 0.00% Add +207.1% 301 $50K
Cape Investment Advisory, Inc. 0.02% Reduce -6.0% 300 $50K
Arlington Trust Co LLC 0.01% No change 266 $44K
EverSource Wealth Advisors, LLC 0.00% Add +34.8% 279 $43K
Foster Dykema Cabot & Partners, LLC 0.00% No change 250 $42K
Hexagon Capital Partners LLC 0.01% Reduce -16.0% 242 $40K
Exchange Traded Concepts, LLC 0.00% New 238 $40K
Loomis Sayles & Co. L P 0.00% No change 236 $39K
Elevation Wealth Partners, LLC 0.02% New 233 $39K
Gables Capital Management Inc. 0.02% No change 227 $38K
Leonteq Securities AG 0.00% Reduce -27.8% 216 $36K
Union Savings Bank 0.02% No change 216 $36K
Ancora Advisors LLC 0.00% No change 214 $36K
SouthState Bank Corp 0.00% New 212 $35K
Princeton Global Asset Management LLC 0.01% No change 200 $33K
Cambridge Trust Co. 0.00% Reduce -20.0% 200 $33K
Hartford Financial Management Inc. 0.01% Add +8.9% 196 $33K
Fortitude Family Office, LLC 0.02% No change 175 $29K
WR Wealth Planners, LLC 0.01% New 174 $29K
Lanark Financial, Inc. 0.00% Add +0.6% 176 $29K
Duncker Streett & Co. Inc. 0.01% Reduce -50.1% 167 $28K
ESL Trust Services, LLC 0.01% New 162 $27K
Smithfield Trust Co 0.00% Add +11.1% 150 $26K
Rise Advisors, LLC 0.01% Add +131.3% 155 $26K
First Personal Financial Services 0.01% No change 144 $24K
Quent Capital, LLC 0.00% Reduce -0.7% 138 $23K
Altshuler Shaham Ltd 0.00% New 137 $23K
AdvisorNet Financial, Inc 0.00% Reduce -31.0% 136 $23K
West Branch Capital LLC 0.01% No change 136 $23K
Smartleaf Asset Management LLC 0.00% Add +718.8% 131 $22K
HHM Wealth Advisors, LLC 0.00% No change 125 $21K
Salem Investment Counselors Inc. 0.00% Add +33.0% 121 $20K
West Paces Advisors Inc. 0.01% Reduce -2.4% 121 $20K
Covestor Ltd 0.01% No change 116 $20K
J.Safra Asset Management Corp 0.00% Add +693.3% 119 $20K
Gradient Investments LLC 0.00% Reduce -50.0% 119 $20K
MCF Advisors LLC 0.00% No change 116 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 109 $18K
Washington Trust Advisors, Inc. 0.00% Reduce -28.5% 108 $18K
SOA Wealth Advisors, LLC. 0.00% No change 107 $18K
Zions Bancorporation, N.A. 0.00% Reduce -3.6% 107 $18K
Quarry LP 0.01% Reduce -45.9% 106 $18K
Tortoise Investment Management, LLC 0.00% Add +1.0% 103 $17K
Westside Investment Management, Inc. 0.00% New 100 $17K
Tradewinds Capital Management, LLC 0.00% No change 100 $17K
LRI Investments, LLC 0.00% — 100 $17K
Operose Advisors LLC 0.01% No change 95 $16K
Manchester Capital Management LLC 0.00% Add +6.8% 94 $16K
Financial Perspectives, Inc 0.01% No change 88 $15K
Salomon & Ludwin, LLC 0.00% No change 87 $15K
City State Bank 0.01% No change 82 $14K
Valley National Advisers Inc. 0.00% Reduce -12.1% 87 $14K
Clearstead Advisors, LLC 0.00% Add +121.4% 93 $14K
Cornerstone Planning Group LLC 0.00% Add +5.8% 92 $14K
Sandy Spring Bank 0.00% New 75 $13K
LifeSteps Financial, Inc. 0.01% New 75 $13K
JFS Wealth Advisors, LLC 0.00% No change 73 $12K
Sugarloaf Wealth Management, LLC 0.00% No change 70 $12K
Armstrong Advisory Group, Inc. 0.00% No change 70 $12K
Valued Wealth Advisors LLC 0.01% Add +195.4% 65 $11K
Signature Resources Capital Management, LLC 0.01% No change 62 $10K
Bangor Savings Bank 0.00% No change 60 $10K
Anchor Investment Management, LLC 0.00% Add +1.9% 54 $9K
GW&K Investment Management, LLC 0.00% Add +2.0% 52 $9K
Prestige Wealth Management Group LLC 0.00% No change 52 $9K
Pathway Financial Advisers, LLC 0.00% Reduce -26.9% 49 $8K
Mascoma Wealth Management LLC 0.00% No change 43 $7K
HighMark Wealth Management LLC 0.00% No change 42 $7K
Pacific Capital Wealth Advisors, Inc. 0.00% New 42 $7K
TD Capital Management LLC 0.00% Add +180.0% 42 $7K
Sound Income Strategies, LLC 0.00% Add +310.0% 41 $7K
PSI Advisors, LLC 0.00% No change 35 $6K
Macroview Investment Management LLC 0.01% No change 30 $5K
Key Financial Inc 0.00% No change 28 $5K
Arax Advisory Partners 0.00% No change 28 $5K
SJS Investment Consulting Inc. 0.00% Reduce -3.9% 25 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $4K
NewSquare Capital LLC 0.00% No change 24 $4K
Tsfg, LLC 0.00% No change 26 $4K
Asset Dedication, LLC 0.00% No change 25 $4K
DT Investment Partners, LLC 0.00% No change 22 $4K
Raffa Wealth Management, LLC 0.00% No change 22 $4K
CoreCap Advisors, LLC 0.00% New 21 $4K
Bell Investment Advisors, Inc 0.00% No change 21 $4K
Frazier Financial Advisors, LLC 0.00% No change 20 $3K
Avalon Trust Co 0.00% Reduce -57.5% 20 $3K
Hollencrest Capital Management 0.00% Reduce -97.9% 20 $3K
Venturi Wealth Management, LLC 0.00% New 18 $3K
Financial Management Professionals, Inc. 0.00% No change 20 $3K
Central Bank & Trust Co. 0.00% No change 17 $3K
Eagle Bay Advisors LLC 0.00% No change 16 $3K
Custom Portfolio Group LLC 0.00% No change 15 $3K
Activest Wealth Management 0.00% New 15 $3K
Sachetta, LLC 0.00% No change 14 $2K
Balefire, LLC 0.00% No change 13 $2K
RFP Financial Group LLC 0.00% New 13 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 13 $2K
Versant Capital Management, Inc 0.00% No change 12 $2K
Capital Advisors, Ltd. LLC 0.00% Add +50.0% 12 $2K
Wolff Wiese Magana LLC 0.00% No change 11 $2K
Planning Capital Management Corp 0.00% No change 11 $2K
Carolinas Wealth Consulting LLC 0.00% No change 11 $2K
Richardson Financial Services Inc. 0.00% New 10 $2K
CVA Family Office, LLC 0.00% No change 10 $2K
Dunhill Financial, LLC 0.00% Add +25.0% 10 $2K
Janiczek Wealth Management, LLC 0.00% No change 9 $2K
Atwood & Palmer Inc. 0.00% New 8 $1K
Rakuten Securities, Inc. 0.00% New 8 $1K
AlphaQuest LLC 0.00% Reduce -99.9% 8 $1K
North Star Investment Management Corp. 0.00% No change 8 $1K
Atlas Capital Advisors Inc. 0.00% No change 7 $1K
Johnson Financial Group, Inc. 0.00% No change 6 $1K
Raleigh Capital Management Inc. 0.00% Reduce -96.5% 6 $1K
McClarren Financial Advisors, Inc. 0.00% Add +33.3% 4 $1K
Penserra Capital Management LLC 0.00% Reduce -98.4% 9 $1K
Clear Point Advisors Inc. 0.00% No change 5 $901
Continuum Advisory, LLC 0.00% New 6 $882
True Wealth Design, LLC 0.00% Add +66.7% 5 $836
Larson Financial Group LLC 0.00% Reduce -94.3% 5 $836
Register Financial Advisors LLC 0.00% New 4 $669
Nvwm, LLC 0.00% New 4 $669
Laurel Wealth Advisors LLC 0.00% No change 3 $502
ClariVest Asset Management LLC 0.00% No change 3 $501
TFO Wealth Partners, LLC 0.00% No change 3 $501
Financial Gravity Asset Management, Inc. 0.00% Reduce -33.3% 2 $342
Pittenger & Anderson Inc. 0.00% No change 2 $335
TFC Financial Management, Inc. 0.00% New 1 $168
WestEnd Advisors, LLC 0.00% No change 1 $167

"% of holder's portfolio" is DRI's weight in each manager's 13F, not the share of Darden Restaurants Inc. the manager owns.