Darden RestaurantsDRI

13F holders, Q2 2024 (June 30)
900holders −17
87new positions
102sold out
8famous investors
$151.29avg. 13F price*

At the end of Q2 2024, 900 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, down 17 from Q1 2024. 87 opened new positions and 102 sold out. The largest holders were Capital World Investors ($2.3B), Vanguard Group Inc. ($2.1B) and BlackRock Inc. ($1.3B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions87$124.7M
Exits102$100.2M

All 13F filers, Q1 2024 → Q2 2024: 7,076,304 shares bought and 8,645,780 shares sold, net −1,569,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 900 holders

Capital World Investors 0.38% Reduce -7.2% 15,246,724 $2.3B
Vanguard Group Inc. 0.04% Add +0.0% 13,777,517 $2.1B
BlackRock Inc. 0.03% Add +6.1% 8,741,048 $1.3B
Capital International Investors 0.27% Reduce -5.9% 8,553,961 $1.3B
State Street Corp. 0.03% Reduce -0.9% 4,680,855 $708.3M
Charles Schwab Investment Management Inc. 0.10% Add +1.0% 3,456,422 $523.0M
Victory Capital Management Inc. 0.47% Reduce -0.8% 3,016,788 $456.5M
Geode Capital Management, LLC 0.04% Add +2.8% 2,788,616 $421.1M
Raymond James & Associates 0.23% Add +4.8% 2,308,144 $349.3M
Invesco Ltd. 0.07% Add +11.9% 2,034,795 $307.9M
Newport Trust Company, LLC 0.76% Reduce -0.3% 2,010,438 $304.2M
JPMorgan Chase & Co. 0.03% Add +11.8% 1,911,378 $289.2M
Bank of America Corp. 0.03% Reduce -8.8% 1,835,802 $277.8M
Morgan Stanley 0.02% Reduce -12.6% 1,808,488 $273.7M
Wellington Management Group LLP 0.05% Add +4.8% 1,724,895 $261.0M
Earnest Partners LLC 1.13% Add +1.2% 1,591,541 $240.8M
Northern Trust Corp. 0.03% Reduce -1.2% 1,346,761 $203.8M
Dimensional Fund Advisors LP 0.05% Add +13.1% 1,141,974 $172.8M
Goldman Sachs Group Inc. 0.03% Add +9.5% 1,126,785 $170.5M
Raymond James Financial Services Advisors, Inc. 0.22% Add +2.7% 1,004,932 $152.1M
Millennium Management 0.12% Add +4215.9% 941,248 $142.4M
Bank of New York Mellon Corp 0.03% Reduce -11.7% 938,633 $142.0M
Arrowstreet Capital, Limited Partnership 0.11% Add +3.7% 861,129 $130.3M
Amundi 0.04% Add +44.1% 753,480 $113.0M
Congress Asset Management Co. 0.80% Reduce -47.5% 733,092 $110.9M
Legal & General Group Plc 0.03% Add +2.6% 713,441 $108.0M
Hamlin Capital Management, LLC 3.12% Add +0.2% 699,609 $105.9M
Massachusetts Financial Services Co. 0.03% Add +71.3% 696,176 $105.3M
Norges Bank 0.01% Add +51.3% 625,200 $94.6M
Boston Partners 0.11% Reduce -28.5% 605,924 $91.7M
UBS Group AG 0.03% Add +71.7% 597,470 $90.4M
American Century Companies Inc. 0.05% Add +6.5% 591,359 $89.5M
Macquarie Group Ltd. 0.10% Add +2.0% 576,901 $87.3M
Wells Fargo & Company 0.02% Reduce -14.3% 559,716 $84.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +41.8% 555,818 $84.1M
Sei Investments Co. 0.11% Add +5.2% 529,405 $80.1M
Neuberger Berman Group LLC 0.06% Add +0.7% 494,606 $74.8M
California Public Employees Retirement System 0.05% Reduce -10.1% 488,527 $73.9M
HSBC Holdings PLC 0.04% Add +81.2% 457,114 $69.1M
Westwood Holdings Group Inc. 0.55% Add +1.2% 441,415 $66.8M
Citadel Advisors 0.07% Add +3496.4% 429,446 $65.0M
Nuveen Asset Management, LLC 0.02% Reduce -50.4% 420,206 $63.6M
Steadfast Capital Management LP 1.49% Reduce -55.6% 414,172 $62.7M
Manufacturers Life Insurance Company, The 0.06% Add +6.3% 403,030 $61.0M
J. Safra Sarasin Holding AG 1.11% — 401,909 $60.8M
Envestnet Asset Management Inc. 0.02% Reduce -7.5% 395,892 $59.9M
Deutsche Bank AG 0.03% Reduce -3.3% 378,036 $57.2M
Woodley Farra Manion Portfolio Management Inc. 3.06% Add +3.0% 372,149 $56.3M
Ameriprise Financial Inc. 0.02% Reduce -65.6% 370,226 $56.0M
Swiss National Bank 0.04% Reduce -1.2% 353,400 $53.5M
Toronto Dominion Bank 0.09% Add +139.9% 352,344 $53.3M
Worldquant Millennium Advisors LLC 0.46% New 334,224 $50.6M
DekaBank Deutsche Girozentrale 0.09% Reduce -4.1% 314,229 $47.8M
Barclays PLC 0.02% Reduce -26.1% 281,647 $42.6M
Qube Research & Technologies Ltd 0.08% Add +368.2% 279,665 $42.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -3.3% 277,640 $42.0M
T. Rowe Price Associates Inc. 0.01% Reduce -3.4% 274,507 $41.5M
Citigroup Inc. 0.04% Reduce -1.8% 261,496 $39.6M
Regions Financial Corp. 0.29% Reduce -0.2% 255,857 $38.7M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -52.1% 250,254 $37.9M
Rhumbline Advisers 0.04% Add +0.1% 247,687 $37.5M
APG Asset Management N.V. 0.06% Reduce -5.1% 254,661 $36.0M
Applied Finance Capital Management, LLC 1.66% Add +35.1% 237,557 $35.9M
Great Lakes Advisors, LLC 0.30% Reduce -2.8% 226,728 $34.3M
Steward Partners Investment Advisory, LLC 0.36% Add +1.0% 223,531 $33.8M
Jennison Associates LLC 0.02% Add +6.5% 220,650 $33.4M
Swiss Life Asset Management Ltd 0.38% Reduce -0.8% 214,695 $32.5M
National Pension Service 0.04% Add +5.0% 206,250 $31.2M
AEGON ASSET MANAGEMENT UK Plc 0.44% Reduce -27.3% 205,596 $31.1M
BNP Paribas Financial Markets 0.03% Add +110.8% 203,360 $30.8M
Royal Bank of Canada 0.01% Add +25.1% 178,095 $27.0M
FMR LLC 0.00% Reduce -0.9% 174,500 $26.4M
California State Teachers Retirement System 0.03% Reduce -1.3% 167,066 $25.3M
New York State Common Retirement Fund 0.03% Reduce -1.0% 166,943 $25.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +15.9% 165,967 $25.1M
Alps Advisors Inc. 0.16% Add +12.4% 150,706 $22.8M
Prudential Financial Inc. 0.03% Add +60.6% 147,130 $22.3M
Principal Financial Group Inc. 0.01% Add +0.5% 145,477 $22.0M
Alliancebernstein L.P. 0.01% Reduce -0.3% 144,245 $21.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -16.0% 137,266 $20.8M
US Bancorp \de 0.03% Add +98.0% 133,494 $20.2M
Public Employees Retirement Association of Colorado 0.08% Reduce -1.0% 132,986 $20.1M
Eastern Bank 0.81% Reduce -0.6% 132,973 $20.1M
Trexquant Investment LP 0.30% Add +422.3% 131,537 $19.9M
Bank of Montreal 0.01% Add +19.9% 129,424 $19.8M
Renaissance Technologies 0.03% Add +10491.7% 127,100 $19.2M
Mizuho Markets Americas LLC 0.53% Reduce -38.6% 126,900 $19.2M
New York State Teachers Retirement System 0.04% Reduce -5.9% 118,408 $17.9M
Pinebridge Investments, L.P. 0.14% Add +4.6% 118,149 $17.9M
First Trust Advisors LP 0.02% Reduce -13.7% 112,394 $17.0M
Bridgewater Associates 0.09% Add +1.5% 110,877 $16.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -21.3% 107,330 $16.2M
Valley Wealth Managers, Inc. 1.25% Reduce -1.4% 103,866 $15.7M
Skba Capital Management LLC 2.48% Reduce -1.1% 102,220 $15.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -4.8% 98,216 $14.9M
CW Advisors, LLC 0.24% Reduce -47.4% 97,896 $14.8M
Korea Investment CORP 0.04% Add +189.5% 95,901 $14.5M
Natixis Advisors, LLC 0.03% Reduce -78.9% 95,863 $14.5M
Distillate Capital Partners LLC 0.77% — 95,661 $14.5M
Panagora Asset Management Inc. 0.07% Add +1749.0% 93,523 $14.2M
Foundry Partners, LLC 0.69% Add +37.6% 85,183 $12.9M
Stifel Financial Corp. 0.01% Reduce -12.2% 83,560 $12.6M
Nordea Investment Management AB 0.01% Reduce -5.4% 82,422 $12.6M
Willis Investment Counsel 0.87% No change 83,006 $12.6M
Capital International, Inc. 0.17% Add +4.7% 82,465 $12.5M
Synovus Financial Corp. 0.16% Reduce -5.7% 80,792 $12.2M
Swedbank AB 0.02% Add +0.5% 78,623 $11.9M
Jane Street Group, LLC 0.01% Add +223.8% 76,918 $11.6M
Teacher Retirement System of Texas 0.07% Add +544.7% 75,854 $11.5M
Franklin Resources Inc. 0.00% Reduce -82.5% 74,595 $11.3M
Running Oak Capital LLC 1.72% Add +16.7% 73,379 $11.1M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +19.6% 72,489 $11.0M
Truist Financial Corp. 0.02% Add +0.6% 71,780 $10.9M
Ensign Peak Advisors, Inc 0.02% Add +1.5% 71,767 $10.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -9.7% 71,024 $10.7M
LPL Financial LLC 0.01% Add +9.5% 70,417 $10.7M
Brandywine Global Investment Management, LLC 0.08% Reduce -46.8% 70,151 $10.6M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -5.9% 66,046 $10.4M
AQR Capital Management 0.02% Reduce -37.0% 66,724 $10.1M
State of Wisconsin Investment Board 0.03% Reduce -11.5% 66,061 $10.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.4% 65,984 $10.0M
Verition Fund Management LLC 0.08% Add +182.0% 65,503 $9.9M
Commerce Bank 0.06% Reduce -0.9% 65,432 $9.9M
Martingale Asset Management L P 0.21% Reduce -42.1% 64,507 $9.8M
Hantz Financial Services, Inc. 0.19% Reduce -15.5% 64,059 $9.7M
Capital Group Private Client Services, Inc. 0.10% Add +16.4% 64,049 $9.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +5.5% 63,634 $9.6M
Asset Management One Co., Ltd. 0.04% Reduce -5.4% 63,288 $9.6M
Prospector Partners LLC 1.12% Add +0.5% 62,685 $9.5M
Voya Investment Management LLC 0.01% Add +12.7% 62,006 $9.4M
Forsta Ap-Fonden 0.08% Add +5.6% 61,900 $9.4M
PNC Financial Services Group, Inc. 0.01% Reduce -3.8% 61,497 $9.3M
Pictet Asset Management Holding SA 0.01% Add +14.8% 61,490 $9.3M
Aviva PLC 0.03% Reduce -33.9% 61,473 $9.3M
STRS Ohio 0.04% Reduce -9.1% 60,000 $9.1M
Wilmington Savings Fund Society, FSB 0.34% Reduce -1.6% 58,629 $8.9M
Susquehanna International Group, LLP 0.02% Add +1.9% 58,196 $8.8M
Covington Investment Advisors Inc. 1.40% Add +18.4% 57,506 $8.7M
Danske Bank A/S 0.03% Reduce -52.1% 56,538 $8.6M
Russell Investments Group, Ltd. 0.01% Add +14.4% 56,134 $8.5M
Calamos Advisors LLC 0.06% Reduce -3.5% 53,422 $8.1M
Treasurer of the State of North Carolina 0.03% Reduce -2.7% 53,257 $8.1M
Comerica Bank 0.03% Reduce -4.4% 51,112 $7.7M
TCW Group Inc. 0.07% Reduce -81.9% 50,349 $7.6M
Marks Group Wealth Management, Inc 0.80% Add +7.4% 50,285 $7.6M
GLOBALT Investments LLC / GA 0.30% Reduce -1.2% 49,268 $7.5M
ExodusPoint Capital Management, LP 0.08% New 48,963 $7.4M
Royal London Asset Management Ltd. 0.02% Reduce -0.8% 48,290 $7.3M
VestGen Investment Management 2.10% Add +68.2% 46,866 $7.1M
Williams Jones Wealth Management, LLC. 0.09% No change 45,694 $6.9M
Public Employees Retirement System of Ohio 0.03% Reduce -4.4% 45,391 $6.9M
Andra AP-fonden 0.11% Reduce -46.5% 44,800 $6.8M
State of New Jersey Common Pension Fund D 0.03% Reduce -32.4% 43,089 $6.5M
NewEdge Advisors, LLC 0.05% Add +15.5% 42,590 $6.4M
TD Asset Management Inc 0.01% Add +2.7% 42,504 $6.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +16.4% 42,281 $6.4M
Beacon Investment Advisory Services, Inc. 0.27% Reduce -1.1% 42,002 $6.4M
Oppenheimer Asset Management Inc. 0.08% Reduce -33.1% 41,581 $6.3M
Aberdeen Group plc 0.01% Reduce -18.2% 41,381 $6.3M
Gotham Asset Management 0.08% Add +1148.8% 41,009 $6.2M
Patton Albertson Miller Group, LLC 0.87% Add +8.6% 40,532 $6.1M
ING Groep NV 0.04% Add +143.0% 39,761 $6.0M
USS Investment Management Ltd 0.05% Add +17.3% 38,999 $5.9M
Resona Asset Management Co.,Ltd. 0.04% Reduce -1.4% 38,438 $5.8M
Eagle Asset Management Inc. 0.03% Add +78.2% 38,682 $5.7M
First Financial Bank - Trust Division 0.55% Reduce -25.7% 37,212 $5.6M
Chilton Investment Co. Inc. 0.15% Add +21.4% 36,145 $5.5M
Nisa Investment Advisors, LLC 0.03% Reduce -1.5% 35,626 $5.4M
M&T Bank Corp 0.02% Reduce -2.7% 35,570 $5.4M
Westport Asset Management Inc. 2.65% No change 35,000 $5.3M
Hilton Capital Management, LLC 0.45% Add +6.0% 34,794 $5.3M
MetLife Investment Management, LLC 0.03% Add +14.8% 34,742 $5.3M
Commonwealth Equity Services, LLC 0.01% Reduce -5.8% 34,670 $5.2M
Corebridge Financial, Inc. 0.03% — 34,229 $5.2M
Mercer Global Advisors Inc. 0.01% Reduce -20.1% 33,545 $5.1M
QV Investors Inc. 0.48% Reduce -1.3% 33,432 $5.1M
PGGM Investments 0.07% Reduce -5.6% 33,059 $5.0M
Arizona State Retirement System 0.03% Reduce -0.2% 32,788 $5.0M
National Bank of Canada 0.01% Add +22.9% 33,417 $5.0M
State of Michigan Retirement System 0.03% No change 32,712 $4.9M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.1% 32,646 $4.9M
Spire Wealth Management 0.17% Reduce -11.1% 32,279 $4.9M
Jefferies Financial Group Inc. 0.10% New 32,131 $4.9M
Motco 0.28% Add +1.6% 31,748 $4.8M
Mariner, LLC 0.01% Add +6.1% 31,255 $4.7M
SG Americas Securities, LLC 0.03% Add +23.2% 31,244 $4.7M
MML Investors Services, LLC 0.02% Reduce -18.4% 31,103 $4.7M
Amalgamated Bank 0.04% Add +19.3% 30,243 $4.6M
Cullen Investment Group, LTD. 0.73% Add +3.4% 30,128 $4.6M
Boston Common Asset Management, LLC 0.12% Add +0.4% 29,807 $4.5M
AXA S.A. 0.01% Add +92.4% 29,738 $4.5M
Royal Fund Management, LLC 0.60% Reduce -8.9% 29,179 $4.5M
Fifth Third Bancorp 0.02% Reduce -2.4% 29,207 $4.4M
Entropy Technologies, LP 0.48% New 29,136 $4.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.05% — 28,753 $4.4M
Canada Pension Plan Investment Board 0.00% Add +27.9% 28,655 $4.3M
Bayesian Capital Management, LP 0.49% New 28,400 $4.3M
Transamerica Financial Advisors, LLC 0.45% No change 27,957 $4.2M
Los Angeles Capital Management LLC 0.02% Reduce -73.9% 27,948 $4.2M
Sanctuary Advisors, LLC 0.03% — 27,008 $4.2M
Cibc World Markets Corp. 0.03% Add +130.6% 27,625 $4.2M
Edge Capital Group, LLC 0.20% Add +8.3% 26,843 $4.1M
Teza Capital Management LLC 0.50% New 26,816 $4.1M
Mackenzie Financial Corp. 0.01% Reduce -0.4% 26,620 $4.0M
Retirement Systems of Alabama 0.02% Reduce -86.7% 26,330 $4.0M
Cetera Investment Advisers 0.01% Reduce -30.2% 26,229 $4.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.0% 26,217 $4.0M
Dakota Wealth Management 0.09% Add +14.4% 25,979 $3.9M
Fulton Bank, N.A. 0.15% Add +1.8% 25,269 $3.8M
Adell Harriman & Carpenter Inc. 0.29% Reduce -4.7% 24,985 $3.8M
Raymond James Trust N.A. 0.09% Add +4.9% 24,913 $3.8M
IFM Investors Pty Ltd 0.04% Add +1.8% 24,755 $3.7M
Harrell Investment Partners, LLC 1.07% Add +1.7% 24,250 $3.7M
BNP Paribas 0.18% Reduce -0.8% 23,805 $3.6M
Arkadios Wealth Advisors 0.24% New 23,720 $3.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +1.3% 23,087 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +60.3% 22,859 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -12.1% 22,798 $3.4M
Czech National Bank 0.04% Add +8.3% 22,744 $3.4M
Focus Partners Wealth 0.01% Add +302.9% 23,234 $3.4M
Keybank National Association 0.01% Add +0.9% 22,516 $3.4M
Cohen Capital Management, Inc. 0.58% Add +0.0% 22,368 $3.4M
Marshall Wace, LLP 0.00% Add +2.8% 22,190 $3.4M
Geneos Wealth Management Inc. 0.15% Add +3.9% 22,139 $3.4M
KBC Group NV 0.01% Add +0.7% 22,120 $3.3M
Xponance LLC 0.03% Add +3.6% 21,923 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -22.2% 21,771 $3.3M
Captrust Financial Advisors 0.01% Add +1.2% 21,726 $3.3M
Beacon Investment Advisors LLC 1.66% Add +0.3% 21,401 $3.2M
Savoir Faire Capital Management, L.P. 1.25% Reduce -0.9% 21,331 $3.2M
Virginia Wealth Management Group, Inc. 2.90% Reduce -0.3% 20,972 $3.2M
Zacks Investment Management 0.04% Add +4.1% 20,883 $3.2M
Schroder Investment Management Group 0.00% Add +10.2% 20,567 $3.1M
Creative Planning 0.00% Add +6.4% 20,404 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -2.9% 20,093 $3.0M
Lion Street Advisors, LLC 1.13% No change 20,087 $3.0M
Townsquare Capital LLC 0.04% Reduce -33.1% 19,800 $3.0M
Rockefeller Capital Management L.P. 0.01% Reduce -9.5% 19,671 $3.0M
Utah Retirement Systems 0.04% Reduce -5.8% 19,597 $3.0M
Ethic Inc. 0.07% Reduce -4.9% 19,595 $3.0M
HighTower Advisors, LLC 0.00% Reduce -36.8% 19,263 $2.9M
DNB Asset Management AS 0.01% Add +6.3% 19,263 $2.9M
QRG Capital Management, Inc. 0.03% Reduce -20.1% 19,134 $2.9M
CIBC Asset Management Inc 0.01% Reduce -4.9% 19,026 $2.9M
Ostrum Asset Management 0.25% Reduce -11.1% 18,928 $2.9M
Tredje AP-fonden 0.03% Reduce -1.5% 18,756 $2.8M
Qsemble Capital Management, LP 0.53% New 18,283 $2.8M
Yousif Capital Management, LLC 0.03% Add +2.1% 18,033 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 17,968 $2.7M
Van Eck Associates Corp. 0.00% New 17,905 $2.7M
Advisors Asset Management, Inc. 0.05% Reduce -0.5% 17,902 $2.7M
Portfolio Design Labs, LLC 0.83% Add +9.5% 17,836 $2.7M
ProShare Advisors LLC 0.01% Add +10.0% 17,797 $2.7M
State of Alaska, Department of Revenue 0.03% Add +4.9% 17,800 $2.7M
Groupama Asset Managment 0.04% Reduce -0.2% 17,756 $2.7M
State of Tennessee, Department of Treasury 0.01% Reduce -39.0% 17,729 $2.7M
Peddock Capital Advisors, LLC 0.68% Reduce -6.4% 17,507 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +14.8% 17,349 $2.6M
First Citizens Bank & Trust Co. 0.05% Reduce -0.5% 17,302 $2.6M
Fruth Investment Management 0.70% Reduce -0.7% 17,023 $2.6M
Cornerstone Wealth Group, LLC 0.23% Add +2.4% 16,939 $2.6M
Hennessy Advisors Inc. 0.10% Reduce -1.7% 16,900 $2.6M
Corient Private Wealth LP 0.00% Add +12.4% 16,884 $2.6M
First Hawaiian Bank 0.09% Reduce -28.1% 16,867 $2.6M
Bokf, NA 0.05% Reduce -3.6% 16,692 $2.5M
Cresset Asset Management, LLC 0.01% Add +13.1% 16,609 $2.5M
New York Life Investment Management LLC 0.03% Add +0.5% 16,481 $2.5M
Knights of Columbus Asset Advisors LLC 0.16% Reduce -38.0% 16,425 $2.5M
Allianz Asset Management GmbH 0.00% Reduce -0.3% 16,375 $2.5M
Janney Montgomery Scott LLC 0.01% Reduce -8.1% 16,300 $2.5M
Siemens Fonds Invest GmbH 0.18% No change 15,918 $2.4M
Agf Management Ltd. 0.01% Add +18.5% 15,845 $2.4M
Cibc World Market Inc. 0.01% Add +7.6% 15,539 $2.4M
Pathstone Holdings, LLC 0.01% Reduce -4.1% 15,532 $2.4M
Ceeto Capital Group, LLC 0.91% No change 15,500 $2.3M
New Potomac Partners, LLC 1.28% New 15,489 $2.3M
Rodgers Brothers Inc. 0.32% Add +107.8% 15,422 $2.3M
Cape Ann Savings Bank 1.43% No change 15,235 $2.3M
Phoenix Wealth Advisors 1.13% Add +0.8% 14,882 $2.3M
Bank of Nova Scotia 0.00% Reduce -15.8% 14,808 $2.2M
Berry Wealth Group, LP 1.77% Add +4.1% 14,661 $2.2M
Janus Henderson Group PLC 0.00% Reduce -15.4% 14,626 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +1.7% 15,022 $2.2M
Deerfield Management Company, L.P. 0.04% Add +126.4% 14,344 $2.2M
Bragg Financial Advisors, Inc 0.10% Reduce -0.8% 14,318 $2.2M
Ascent Group, LLC 0.18% Add +7.5% 14,254 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Add +3.1% 13,951 $2.1M
Guggenheim Capital LLC 0.02% Reduce -12.1% 13,926 $2.1M
Lazard Asset Management LLC 0.00% Reduce -81.0% 13,849 $2.1M
Stonebrook Private Inc. 0.60% Add +9.7% 13,830 $2.1M
Redwood Investment Management, LLC 0.18% Add +9.9% 13,771 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +322.9% 13,710 $2.1M
Tudor Investment Corporation 0.02% New 13,688 $2.1M
Beacon Pointe Advisors, LLC 0.02% Add +0.1% 13,661 $2.1M
Atria Investments, Inc 0.03% Reduce -42.4% 13,580 $2.1M
Whittier Trust Co. 0.03% Reduce -0.5% 13,469 $2.0M
Commerzbank Aktiengesellschaft 0.07% Add +170.9% 13,153 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -57.5% 13,104 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -12.4% 13,302 $2.0M
Occudo Quantitative Strategies LP 0.35% New 13,080 $2.0M
Daiwa Securities Group Inc. 0.01% Add +10.7% 13,070 $2.0M
Quantinno Capital Management LP 0.04% Add +12.6% 13,024 $2.0M
Advisory Services Network, LLC 0.04% Reduce -3.6% 12,889 $2.0M
Man Group plc 0.01% Reduce -66.4% 12,757 $1.9M
Comprehensive Financial Consultants Institutional, Inc. 0.76% Add +44.4% 12,751 $1.9M
Inceptionr LLC 0.54% New 12,536 $1.9M
Caption Management, LLC 0.20% New 12,500 $1.9M
Scissortail Wealth Management, LLC 0.47% Add +4.2% 12,307 $1.9M
Achmea Investment Management B.V. 0.03% No change 12,285 $1.9M
Aurora Investment Counsel 1.10% New 12,266 $1.9M
HRT Financial LP 0.01% Add +409.3% 12,249 $1.9M
Financial Counselors Inc. 0.03% Reduce -0.2% 11,892 $1.8M
1832 Asset Management L.P. 0.00% Add +1.5% 11,767 $1.8M
New England Asset Management Inc. 0.31% Reduce -2.2% 11,760 $1.8M
Canandaigua National Bank & Trust Co. 0.19% Add +2.1% 11,716 $1.8M
Americana Partners, LLC 0.14% Reduce -4.3% 11,700 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.59% Reduce -0.6% 11,653 $1.8M
Capital Analysts, LLC 0.08% Reduce -1.2% 11,653 $1.8M
Glenmede Trust Co. NA 0.01% Reduce -1.1% 11,649 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.6% 11,628 $1.8M
UniSuper Management Pty Ltd 0.01% Add +68.5% 11,523 $1.7M
Choreo, LLC 0.03% Add +38.7% 11,723 $1.7M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -5.0% 11,181 $1.7M
Cerity Partners LLC 0.00% Reduce -27.9% 11,118 $1.7M
Plimoth Trust Co. LLC 0.45% Add +15.5% 11,068 $1.7M
Two Sigma Securities, LLC 0.08% New 11,029 $1.7M
Illinois Municipal Retirement Fund 0.03% No change 11,026 $1.7M
LBP Am SA 0.07% Add +136.6% 11,013 $1.7M
Portman Square Capital LLP 1.29% New 10,916 $1.7M
Federated Hermes, Inc. 0.00% Add +14.7% 10,905 $1.7M
Marco Investment Management LLC 0.15% No change 10,850 $1.6M
SYSTM Wealth Solutions LLC 0.36% Reduce -11.7% 10,800 $1.6M
WealthShield Partners, LLC 0.25% Add +9.8% 10,743 $1.6M
Oppenheimer & Co. Inc. 0.03% Reduce -12.8% 10,727 $1.6M
D. E. Shaw & Co. 0.00% Reduce -16.5% 10,632 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.9% 10,614 $1.6M
Vanguard Personalized Indexing Management, LLC 0.03% Add +23.4% 10,468 $1.6M
Tower Research Capital LLC (TRC) 0.03% Add +128.1% 10,230 $1.5M
HM Payson & Co. 0.03% No change 10,228 $1.5M
Oregon Public Employees Retirement Fund 0.03% No change 10,210 $1.5M
Rafferty Asset Management, LLC 0.01% Add +4.9% 10,183 $1.5M
Credit Agricole S A 0.01% Add +40.1% 10,165 $1.5M
Sowell Financial Services LLC 0.07% Reduce -1.0% 10,069 $1.5M
First Business Financial Services, Inc. 0.16% Add +9.0% 10,061 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -46.3% 10,012 $1.5M
Zurich Insurance Group Ltd 0.01% No change 10,000 $1.5M
Cordgrass Capital Advisors, LLC 0.47% Add +3.6% 9,895 $1.5M
Citizens Financial Group Inc. 0.03% Reduce -79.8% 9,889 $1.5M
Park Avenue Securities LLC 0.02% Add +0.2% 9,847 $1.5M
F/m Investments LLC 0.05% New 9,922 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.9% 9,576 $1.4M
Baldwin Investment Management, LLC 0.20% Reduce -11.2% 9,533 $1.4M
Western Wealth Management, LLC 0.11% Reduce -0.4% 9,455 $1.4M
Mediolanum International Funds Ltd 0.02% Add +40.4% 10,060 $1.4M
TD Waterhouse Canada Inc. 0.01% Add +4.0% 9,590 $1.4M
Confluence Wealth Services, Inc. 0.11% Add +0.7% 9,419 $1.4M
Maryland State Retirement & Pension System 0.03% No change 9,215 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.5% 9,211 $1.4M
Mizuho Securities USA LLC 0.03% New 9,205 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -7.4% 9,183 $1.4M
Simmons Bank 0.10% Reduce -6.0% 9,167 $1.4M
Baird Financial Group, Inc. 0.00% Reduce -6.8% 9,131 $1.4M
Paradigm Asset Management Co. LLC 0.38% Add +12.5% 9,000 $1.4M
Kentucky Retirement Systems 0.04% Reduce -0.8% 8,994 $1.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.11% No change 8,981 $1.4M
Scientech Research LLC 0.28% New 8,949 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +137.1% 8,828 $1.3M
Cadence Bank 0.10% Reduce -0.4% 8,778 $1.3M
MBB Public Markets I LLC 0.03% New 8,740 $1.3M
James Investment Research, Inc. 0.16% Add +7.9% 8,677 $1.3M
CX Institutional 0.06% Reduce -1.0% 8,564 $1.3M
Jacobi Capital Management LLC 0.11% Add +4.6% 8,551 $1.3M
Peterson Wealth Services 0.45% Add +4.0% 8,486 $1.3M
Bowman & Co S.C. 0.74% Add +10.3% 8,431 $1.3M
Empowered Funds, LLC 0.02% Add +122.7% 8,374 $1.3M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -5.5% 8,361 $1.3M
Maxwell Wealth Strategies Inc. 0.62% Reduce -1.1% 8,335 $1.3M
Storebrand Asset Management As 0.00% Add +29.4% 7,978 $1.2M
Moody National Bank Trust Division 0.09% Add +1.1% 7,973 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -8.6% 7,933 $1.2M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.2M
Magnolia Capital Advisors LLC 0.66% New 7,774 $1.2M
LMR Partners LLP 0.03% Add +58.0% 7,748 $1.2M
Coastline Trust Co 0.14% Reduce -1.6% 7,744 $1.2M
Huntington National Bank 0.01% Reduce -3.7% 7,714 $1.2M
Affinity Investment Advisors, LLC 0.87% Reduce -3.7% 7,682 $1.2M
Hartford Investment Management Co. 0.04% Reduce -1.4% 7,625 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -0.7% 7,468 $1.1M
Landscape Capital Management, L.L.C. 0.10% Reduce -36.8% 7,443 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.4% 7,408 $1.1M
Blair William & Co. 0.00% Reduce -0.5% 7,354 $1.1M
Tectonic Advisors LLC 0.08% Add +12.3% 7,316 $1.1M
Catalyst Capital Advisors LLC 0.03% No change 7,272 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +2.2% 7,192 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +2.2% 7,192 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -56.9% 7,183 $1.1M
XTX Topco Ltd 0.09% Add +446.6% 7,182 $1.1M
Private Advisor Group, LLC 0.01% Reduce -0.7% 7,143 $1.1M
Quantbot Technologies LP 0.05% New 7,014 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -2.9% 6,800 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -2.9% 6,736 $1.0M
Sfmg, LLC 0.09% Add +0.4% 6,703 $1.0M
Ahl Investment Management, Inc. 0.74% No change 6,628 $1.0M
Capstone Financial Advisors, Inc. 0.07% No change 6,617 $1.0M
OMERS ADMINISTRATION Corp 0.01% New 6,539 $989K
GAM Holding AG 0.08% Reduce -0.1% 6,533 $989K
Level Four Advisory Services, LLC 0.04% Add +0.6% 6,511 $985K
Greatmark Investment Partners, Inc. 0.14% No change 6,372 $964K
Knollwood Investment Advisory, LLC 0.11% New 6,332 $958K
Candriam S.C.A. 0.01% Add +1.8% 6,233 $943K
M&G PLC 0.01% Reduce -91.4% 6,212 $938K
Commonwealth Retirement Investments LLC 0.43% New 6,168 $933K
Intech Investment Management LLC 0.01% Add +0.6% 6,134 $928K
New Mexico Educational Retirement Board 0.03% No change 6,076 $919K
Freedom Investment Management, Inc. 0.08% Reduce -1.9% 6,067 $918K
United Community Bank 0.36% Add +0.1% 5,923 $896K
South Dakota Investment Council 0.02% Reduce -0.1% 5,872 $889K
Lecap Asset Management Ltd. 0.19% New 5,863 $887K
Capital International Sarl 0.03% Add +99.9% 5,742 $869K
Tidal Investments LLC 0.01% Reduce -14.7% 5,728 $867K
Alaska Permanent Fund Corp 0.01% Reduce -44.4% 5,664 $829K
Bessemer Group Inc. 0.00% Reduce -8.5% 5,428 $822K
MAI Capital Management 0.01% Reduce -16.0% 5,428 $821K
SS&H Financial Advisors, Inc. 0.31% No change 5,310 $803K
Greenleaf Trust 0.01% Add +38.9% 5,282 $799K
Integrated Wealth Concepts LLC 0.01% Reduce -2.5% 5,206 $788K
Rakuten Investment Management, Inc. 0.01% Add +58.3% 5,082 $773K
Atria Wealth Solutions, Inc. 0.01% Reduce -40.5% 5,061 $766K
Investors Research Corp 0.18% No change 5,050 $764K
Caprock Group, LLC 0.03% Add +62.4% 5,045 $763K
Ieq Capital, LLC 0.01% Add +16.5% 5,010 $758K
Chicago Partners Investment Group LLC 0.03% Add +45.8% 5,067 $751K
Associated Banc-Corp 0.02% Reduce -25.5% 4,952 $749K
Family Legacy, Inc. 0.27% Add +16.0% 4,898 $741K
Copperwynd Financial, LLC 0.24% Add +11.1% 5,052 $739K
Vaughan David Investments LLC 0.02% No change 4,837 $732K
AlTi Global, Inc. 0.02% Reduce -10.8% 4,775 $723K
GYL Financial Synergies, LLC 0.05% Add +8.9% 4,696 $711K
Elevation Point Wealth Partners, LLC 0.06% Reduce -13.5% 4,673 $707K
Oxford Asset Management LLP 0.69% New 4,612 $698K
Public Sector Pension Investment Board 0.00% Add +63.4% 4,600 $696K
B. Metzler seel. Sohn & Co. AG 0.01% Add +2.0% 4,585 $694K
Flputnam Investment Management Co. 0.01% Add +3.3% 4,583 $694K
Lauterbach Financial Advisors, LLC 0.46% No change 4,800 $691K
Brookstone Capital Management 0.01% Reduce -6.8% 4,677 $689K
Jump Financial, LLC 0.01% Reduce -36.9% 4,549 $688K
Rothschild Investment LLC 0.05% Reduce -1.2% 4,514 $683K
Searle & Co. 0.16% No change 4,500 $681K
Navellier & Associates Inc. 0.08% Reduce -2.6% 4,441 $672K
World Investment Advisors 0.04% New 4,407 $667K
Roanoke Asset Management Corp./ NY 0.22% Reduce -6.6% 4,320 $654K
Lee Danner & Bass Inc. 0.05% — 4,289 $649K
Checchi Capital Advisers, LLC 0.05% Reduce -1.5% 4,277 $647K
Frank, Rimerman Advisors LLC 0.05% New 4,267 $646K
United Capital Financial Advisors, LLC 0.01% Reduce -0.7% 4,244 $642K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -81.5% 4,231 $640K
Farmers Trust Co. 0.13% Reduce -0.7% 4,230 $640K
OmniStar Financial Group, Inc. 0.58% Add +14.1% 4,222 $639K
AlphaQuest LLC 0.09% Add +52525.0% 4,210 $637K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +4.2% 4,196 $635K
Norinchukin Bank, The 0.02% Add +3.2% 4,193 $634K
Saxon Interests, Inc. 0.30% Add +6.0% 4,191 $634K
Eagle Harbor Asset Management Inc. 0.68% Reduce -1.3% 4,184 $633K
Empirical Finance, LLC 0.04% Reduce -7.7% 4,158 $629K
Sheets Smith Wealth Management 0.07% Add +31.8% 4,145 $627K
King Wealth Management Group 0.10% No change 4,140 $626K
Donoghue Forlines LLC 0.18% Add +11.0% 4,096 $620K
Keyes, Stange & Wooten Wealth Management, LLC 0.43% Add +4.1% 4,047 $612K
HighPoint Advisor Group LLC 0.04% Add +0.2% 4,091 $606K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +5.5% 3,954 $598K
Crossmark Global Holdings, Inc. 0.01% Reduce -15.3% 3,888 $589K
CI Investments Inc. 0.00% Add +5.0% 3,882 $587K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.3% 3,850 $583K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,798 $575K
Bleakley Financial Group, LLC 0.02% Reduce -2.2% 3,775 $571K
Simplicity Wealth,LLC 0.01% Reduce -2.2% 3,775 $571K
Wedbush Securities Inc. 0.02% Reduce -21.8% 3,772 $571K
NorthCrest Asset Manangement, LLC 0.02% No change 3,770 $570K
Advocate Group LLC 0.11% Reduce -3.1% 3,761 $569K
Metis Global Partners, LLC 0.02% Reduce -0.9% 3,760 $569K
&partners 0.02% Add +123.8% 3,727 $564K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -45.6% 3,694 $559K
Capstone Investment Advisors, LLC 0.03% Add +158.2% 3,682 $557K
Dumont & Blake Investment Advisors LLC 0.08% Add +100.0% 3,664 $554K
EagleClaw Capital Managment, LLC 0.10% No change 3,622 $548K
Schonfeld Strategic Advisors LLC 0.00% Reduce -39.8% 3,620 $548K
Dynamic Advisor Solutions LLC 0.02% Reduce -5.0% 3,614 $547K
Allworth Financial LP 0.00% Add +9.5% 3,827 $547K
NEOS Investment Management LLC 0.02% Add +38.1% 3,611 $546K
First Trust Direct Indexing L.P. 0.03% Add +19.0% 3,607 $546K
Versor Investments LP 0.10% Reduce -33.4% 3,598 $544K
Banco Santander, S.A. 0.01% Add +35.9% 3,570 $540K
HB Wealth Management, LLC 0.01% Add +0.1% 3,563 $539K
Benjamin Edwards Inc. 0.10% Add +4.3% 3,561 $539K
Vontobel Holding Ltd. 0.00% Reduce -9.3% 3,557 $538K
Argent Trust Co 0.02% Reduce -73.5% 3,522 $533K
Farmers National Bank 0.16% Add +8.3% 3,515 $532K
Caisse de depot et placement du Quebec 0.00% New 3,500 $530K
Central Valley Advisors, LLC 0.22% New 555 $519K
Howland Capital Management LLC 0.02% No change 3,406 $515K
Old National Bancorp 0.01% Add +0.4% 3,377 $511K
DoubleLine ETF Adviser LP 0.13% New 3,337 $505K
Kingswood Wealth Advisors, LLC 0.05% Add +1.1% 3,331 $504K
Covenant Partners, LLC 0.15% Reduce -20.2% 3,315 $502K
Mirabella Financial Services LLP 0.04% New 3,264 $494K
Kestra Private Wealth Services, LLC 0.01% Add +0.9% 3,256 $493K
Global Wealth Management Investment Advisory, Inc. 0.11% New 3,241 $490K
Squarepoint Ops LLC 0.00% Reduce -0.1% 3,235 $490K
MGB Wealth Management, LLC 0.18% Reduce -11.1% 3,470 $487K
Acadian Asset Management LLC 0.00% New 3,215 $486K
Jeppson Wealth Management, LLC 0.19% Reduce -2.1% 3,210 $486K
Mgo One Seven LLC 0.02% Reduce -0.2% 3,180 $481K
Vantage Consulting Group Inc 0.35% Add +13.1% 3,132 $474K
Impact Partnership Wealth, LLC 0.12% New 3,125 $473K
Intrust Bank NA 0.05% Reduce -17.2% 3,105 $470K
SPC Financial, Inc. 0.04% Reduce -74.0% 3,093 $468K
Group One Trading LLC 0.01% New 3,075 $465K
Alethea Capital Management, LLC 0.35% New 3,066 $464K
Concurrent Investment Advisors, LLC 0.02% Add +19.3% 3,033 $459K
Stephens Inc. 0.01% Reduce -2.0% 3,031 $459K
Ar Asset Management Inc. 0.11% No change 3,000 $454K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,000 $454K
Pring Turner Capital Group Inc. 0.32% No change 3,000 $454K
Montgomery Investment Management Inc. 0.18% No change 3,000 $454K
Old Port Advisors 0.13% Reduce -6.3% 2,957 $448K
Cwm, LLC 0.00% Add +1.4% 2,957 $447K
Natixis 0.00% New 2,932 $444K
Coldstream Capital Management Inc. 0.01% Add +1.9% 2,913 $441K
ZWJ Investment Counsel Inc. 0.02% No change 2,900 $439K
Blackston Financial Advisory Group, LLC 0.24% New 2,879 $436K
Evergreen Capital Management LLC 0.02% Add +2.1% 2,877 $435K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -3.8% 2,836 $429K
Harbour Investments, Inc. 0.01% Reduce -9.5% 2,835 $429K
Brandywine Oak Private Wealth LLC 0.04% No change 2,773 $420K
SageView Advisory Group, LLC 0.03% Add +21.6% 2,753 $417K
Prime Capital Investment Advisors, LLC 0.01% Reduce -16.5% 2,752 $416K
Norden Group LLC 0.08% Reduce -36.4% 2,746 $416K
Signaturefd, LLC 0.01% Reduce -4.8% 2,716 $411K
V-Square Quantitative Management LLC 0.07% Add +130.6% 2,703 $409K
Investment Management Corp of Ontario 0.01% Add +42.1% 2,699 $408K
Appleton Partners Inc. 0.03% No change 2,696 $408K
Beverly Hills Private Wealth, LLC 0.09% Reduce -6.4% 2,666 $403K
Federation des caisses Desjardins du Quebec 0.00% Reduce -66.2% 2,557 $387K
FORA Capital, LLC 0.05% New 2,554 $386K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -3.9% 2,533 $383K
Stonebridge Capital Advisors LLC 0.03% No change 2,525 $382K
Johnson Investment Counsel Inc. 0.00% Add +0.0% 2,509 $380K
Vident Advisory, LLC 0.01% Add +20.8% 2,508 $379K
Wendell David Associates Inc. 0.04% No change 2,500 $378K
Mutual Advisors, LLC 0.01% Add +14.7% 2,574 $378K
Ritholtz Wealth Management 0.01% Reduce -19.7% 2,482 $376K
Leavell Investment Management, Inc. 0.02% Reduce -3.9% 2,480 $375K
Sage Private Wealth Group, LLC 0.31% Add +39.8% 2,458 $372K
1ST Source Bank 0.02% Reduce -1.0% 2,431 $368K
Principal Securities, Inc. 0.01% Reduce -7.4% 2,407 $364K
First Horizon Advisors, Inc. 0.01% Add +15.5% 2,389 $362K
Optimum Investment Advisors 0.16% No change 2,380 $360K
D.A. Davidson & Co. 0.00% Add +4.5% 2,379 $360K
MIdWestOne Financial Group, Inc. 0.06% No change 2,368 $358K
Corton Capital Inc. 0.19% New 2,360 $357K
Stock Yards Bank & Trust Co. 0.01% Reduce -16.0% 2,357 $357K
Gladstone Institutional Advisory LLC 0.02% Reduce -19.9% 2,357 $357K
Kozak & Associates, Inc. 0.09% No change 2,444 $355K
Profund Advisors LLC 0.01% Reduce -16.9% 2,340 $354K
Vestcor Inc 0.01% No change 2,331 $353K
Burney Co./ 0.01% No change 2,324 $352K
Gilliland Jeter Wealth Management LLC 0.12% Add +0.0% 2,320 $351K
Blue Trust, Inc. 0.00% Add +32.3% 2,052 $343K
Burke & Herbert Bank & Trust Co. 0.08% New 2,259 $342K
Portside Wealth Group, LLC 0.06% Reduce -30.1% 2,246 $340K
Vinva Investment Management Ltd 0.02% Reduce -32.4% 2,218 $337K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.9% 2,224 $337K
Excalibur Management Corp. 0.14% No change 2,220 $336K
Financial Insights, Inc. 0.09% Reduce -1.7% 2,210 $334K
International Assets Investment Management, LLC 0.03% Add +1.9% 2,208 $334K
Independent Advisor Alliance 0.01% Reduce -5.2% 2,206 $334K
NavPoint Financial, Inc. 0.29% No change 2,204 $334K
Wambolt & Associates, LLC 0.10% No change 2,222 $330K
Hemenway Trust Co LLC 0.03% Reduce -0.2% 2,175 $329K
Choate Investment Advisors 0.01% Reduce -24.1% 2,163 $327K
GeoWealth Management, LLC 0.01% Add +29.3% 2,153 $326K
Lido Advisors, LLC 0.00% Add +3.8% 2,128 $322K
Moisand Fitzgerald Tamayo, LLC 0.05% No change 2,117 $320K
McDonald Partners LLC 0.09% Reduce -1.2% 2,100 $318K
Trust Co. of Toledo NA 0.05% Reduce -4.3% 2,088 $316K
Symmetry Partners, LLC 0.02% Reduce -13.3% 2,080 $315K
FWG Holdings, LLC 0.16% No change 2,241 $314K
Center for Financial Planning, Inc. 0.05% Add +1.2% 2,075 $314K
Rossmore Private Capital 0.04% Reduce -9.6% 2,075 $314K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.9% 2,067 $313K
180 Wealth Advisors, LLC 0.05% Reduce -5.5% 2,233 $313K
Abn Amro Investment Solutions 0.01% New 2,064 $312K
Summit Trail Advisors, LLC 0.01% Add +42.3% 2,056 $311K
Fuller & Thaler Asset Management, Inc. 0.00% Add +426.6% 2,043 $309K
Trillium Asset Management, LLC 0.01% No change 2,041 $309K
Destiny Wealth Partners, LLC 0.06% No change 2,041 $309K
Atlanta Consulting Group Advisors, LLC 0.07% No change 2,035 $308K
J.W. Cole Advisors, Inc. 0.01% Reduce -1.4% 2,016 $305K
Pacific Global Investment Management Co. 0.06% Reduce -8.0% 2,012 $304K
Brown Capital Management LLC 0.01% New 2,003 $303K
Pinnacle West Asset Management, Inc. 0.24% New 2,000 $303K
Acima Private Wealth, LLC 0.11% No change 2,000 $303K
Rwa Wealth Partners, LLC 0.00% Add +0.3% 1,999 $302K
TD Private Client Wealth LLC 0.01% Add +3.3% 1,997 $302K
Wesbanco Bank Inc. 0.01% Reduce -0.1% 1,982 $300K
Parallel Advisors, LLC 0.01% Reduce -4.3% 1,976 $299K
Apollon Wealth Management, LLC 0.01% Reduce -21.0% 1,975 $299K
Pitcairn Co. 0.02% Add +6.5% 1,956 $296K
Trustmark Bank Trust Department 0.02% Add +3.9% 1,953 $296K
Alliance Wealth Advisors, LLC 0.09% Reduce -3.9% 1,950 $295K
Buckingham Strategic Wealth, LLC 0.00% Add +0.4% 1,950 $295K
Apella Capital, LLC 0.01% New 2,093 $294K
Berkshire Asset Management LLC 0.01% Reduce -7.2% 1,924 $291K
Schechter Investment Advisors, LLC 0.02% Reduce -13.6% 1,918 $290K
Centiva Capital, LP 0.01% Reduce -73.4% 1,914 $290K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.7% 1,905 $288K
Creekmur Asset Management LLC 0.07% New 1,889 $286K
Avior Wealth Management, LLC 0.01% Reduce -13.2% 1,874 $285K
Legacy Wealth Asset Management, LLC 0.08% Add +1.2% 1,879 $284K
Ellevest, Inc. 0.02% Reduce -10.3% 1,878 $284K
Romano Brothers and Company 0.04% No change 1,874 $284K
Integrated Advisors Network LLC 0.01% Add +3.0% 1,874 $284K
Syon Capital LLC 0.03% Add +12.1% 1,866 $282K
Summit Wealth Partners, LLC 0.06% No change 1,858 $281K
Hodges Capital Management Inc. 0.02% Add +0.1% 1,842 $279K
Hancock Whitney Corp. 0.01% Reduce -56.0% 1,830 $277K
First United Bank & Trust 0.10% No change 1,825 $276K
AMG National Trust Bank 0.01% No change 1,825 $276K
iA Global Asset Management Inc. 0.01% New 1,784 $270K
Seven Eight Capital, LP 0.03% New 1,775 $269K
Transcend Capital Advisors, LLC 0.02% No change 1,770 $268K
IFP Advisors, Inc 0.01% Add +122.4% 1,766 $267K
Venture Visionary Partners LLC 0.01% No change 1,765 $267K
1620 Investment Advisors, Inc. 0.21% Add +3.3% 1,757 $266K
Bank & Trust Co 0.22% — 1,738 $263K
Horizon Investments, LLC 0.01% Add +1.1% 1,754 $263K
Concourse Financial Group Securities, Inc. 0.02% Reduce -1.5% 1,731 $262K
Nomura Holdings Inc. 0.00% New 1,726 $261K
NTV Asset Management LLC 0.04% No change 1,700 $257K
Stratos Wealth Partners, LTD. 0.00% Reduce -7.5% 1,690 $256K
Wetzel Investment Advisors, Inc. 0.14% Reduce -2.4% 1,510 $252K
Westmount Partners, LLC 0.08% Add +35.1% 1,684 $250K
GW Henssler & Associates Ltd. 0.01% Add +0.2% 1,644 $249K
Gsa Capital Partners LLP 0.02% New 1,640 $248K
Baker Tilly Wealth Management, LLC 0.10% Reduce -68.9% 1,628 $246K
Embree Financial Group 0.05% Add +1.1% 1,625 $246K
Fortem Financial Group, LLC 0.11% Reduce -0.7% 1,622 $245K
Ballentine Partners, LLC 0.00% Reduce -6.2% 1,607 $243K
Hall Capital Management Co. Inc. 0.12% Reduce -0.9% 1,601 $242K
Belpointe Asset Management LLC 0.02% Add +12.0% 1,600 $242K
New England Research & Management, Inc. 0.12% No change 1,591 $241K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -88.3% 1,580 $239K
Bond & Devick Financial Network, Inc. 0.13% Add +0.5% 1,573 $238K
Patron Partners, LLC 0.14% No change 1,570 $238K
IHT Wealth Management, LLC 0.01% Reduce -19.6% 1,567 $237K
Journey Strategic Wealth LLC 0.01% New 1,560 $236K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,550 $235K
Whittier Trust Co. of Nevada Inc. 0.01% Add +7.7% 1,543 $233K
DAVENPORT & Co LLC 0.00% Add +5.6% 1,537 $233K
MTM Investment Management, LLC 0.09% Add +0.5% 1,531 $232K
Powers Advisory Group, LLC 0.13% Add +0.5% 1,522 $230K
Hilltop National Bank 0.07% Add +2.6% 1,521 $230K
Oakworth Capital, Inc. 0.02% No change 1,516 $229K
Founders Capital Management, LLC 0.04% No change 1,500 $227K
Tower Bridge Advisors 0.03% No change 1,500 $227K
Prio Wealth Limited Partnership 0.01% No change 1,496 $226K
FineMark National Bank & Trust 0.01% Reduce -94.0% 1,491 $226K
Plato Investment Management Ltd 0.02% No change 1,490 $225K
Visionary Wealth Advisors 0.01% No change 1,490 $225K
Kesler, Norman & Wride, LLC 0.05% No change 1,488 $225K
Fulcrum Capital LLC 0.05% No change 1,475 $223K
Harbor Investment Advisory, LLC 0.02% Reduce -1.8% 1,471 $223K
Laffer Tengler Investments, Inc. 0.06% Add +0.4% 1,468 $222K
RW Investment Management LLC 0.03% Reduce -2.0% 1,451 $220K
First Dallas Securities Inc. 0.10% No change 1,450 $219K
AlphaCore Capital LLC 0.05% New 1,447 $219K
Rehmann Capital Advisory Group 0.02% Reduce -3.6% 1,446 $219K
Paragon Financial Partners, Inc. 0.17% No change 1,440 $218K
Montag A & Associates Inc. 0.01% No change 1,436 $217K
iSAM Funds (UK) Ltd 0.16% New 1,427 $216K
EP Wealth Advisors, LLC 0.00% Add +5.6% 1,418 $215K
StoneX Group Inc. 0.02% New 1,416 $214K
GAMMA Investing LLC 0.03% Add +54.3% 1,415 $214K
Wedmont Private Capital 0.01% New 1,501 $214K
Juncture Wealth Strategies, LLC 0.09% Reduce -33.4% 1,405 $213K
Texas Yale Capital Corp. 0.01% No change 1,400 $212K
Trust Asset Management LLC 0.02% No change 1,397 $211K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $209K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -9.1% 1,375 $208K
Assetmark, Inc. 0.00% Reduce -13.5% 1,371 $207K
Olympiad Research LP 0.15% Reduce -45.1% 1,365 $207K
ARS Wealth Advisors Group, LLC 0.03% Add +0.1% 1,364 $206K
CENTRAL TRUST Co 0.01% Reduce -6.9% 1,353 $205K
Assenagon Asset Management S.A. 0.00% Reduce -23.6% 1,350 $204K
Capital Insight Partners, LLC 0.04% No change 1,349 $204K
Montecito Bank & Trust 0.04% Reduce -27.1% 1,348 $204K
Grove Bank & Trust 0.03% No change 1,345 $204K
Brown Brothers Harriman & Co. 0.00% Reduce -0.2% 1,336 $202K
Everpar Advisors LLC 0.10% New 1,332 $202K
First Manhattan Co. Llc. 0.00% No change 1,329 $201K
Enterprise Financial Services Corp 0.12% Reduce -0.4% 1,327 $201K
Mather Group, Llc. 0.00% Add +29.5% 1,194 $200K
Banque Cantonale Vaudoise 0.01% New 1,289 $195K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.1% 1,256 $190K
Towne Trust Company, N.A 0.07% No change 1,200 $182K
Walleye Capital LLC 0.00% New 1,102 $167K
Jones Financial Companies LLLP 0.00% Add +242.7% 1,052 $159K
nVerses Capital, LLC 0.09% New 1,000 $151K
Plante Moran Financial Advisors, LLC 0.01% No change 971 $147K
EntryPoint Capital, LLC 0.07% Reduce -19.0% 967 $146K
Bartlett & Co. Wealth Management LLC 0.00% No change 962 $146K
Farmers & Merchants Investments Inc. 0.00% No change 924 $140K
Ramirez Asset Management, Inc. 0.03% No change 900 $136K
St Germain D J Co. Inc. 0.01% No change 885 $134K
Global Retirement Partners, LLC 0.00% Add +98.4% 883 $134K
Smartleaf Asset Management LLC 0.02% Add +561.8% 867 $132K
Global Financial Private Client, LLC 0.05% Reduce -4.9% 827 $125K
Deseret Mutual Benefit Administrators 0.06% No change 812 $123K
UMB Bank, n.a. 0.00% Reduce -58.8% 805 $122K
Quadrant Capital Group LLC 0.01% Add +4.3% 791 $120K
Cullen/Frost Bankers, Inc. 0.00% Reduce -5.6% 779 $118K
State of Wyoming 0.02% Add +7.9% 775 $117K
Missouri Trust & Investment Co 0.04% Reduce -0.7% 765 $116K
Abich Financial Wealth Management LLC 0.08% New 750 $113K
S.A. Mason LLC 0.06% Add +7.1% 750 $113K
Silvant Capital Management LLC 0.00% No change 733 $111K
Gulf International Bank (UK) Ltd 0.00% Reduce -15.2% 697 $105K
AdvisorShares Investments LLC 0.02% No change 699 $104K
First Financial Corp. 0.05% No change 650 $98K
Pension & Wealth Management Advisors, Inc. 0.05% Reduce -1.6% 630 $95K
Park Place Capital Corp 0.03% Reduce -43.9% 630 $95K
Front Row Advisors LLC 0.03% Reduce -0.3% 624 $94K
Farther Finance Advisors, LLC 0.00% Reduce -0.9% 635 $94K
Private Trust Co. NA 0.01% Reduce -21.0% 618 $94K
Lindbrook Capital, LLC 0.01% Reduce -0.5% 612 $93K
Bruce G. Allen Investments, LLC 0.08% Reduce -0.8% 600 $91K
Alta Advisers Ltd 0.04% No change 600 $91K
CGC Financial Services, LLC 0.04% No change 600 $91K
Glass Jacobson Investment Advisors llc 0.03% No change 600 $91K
Rosenberg Matthew Hamilton 0.03% Reduce -6.8% 607 $90K
Riverview Trust Co 0.08% No change 563 $85K
Central Pacific Bank - Trust Division 0.01% Reduce -1.8% 561 $85K
Ossiam 0.00% Add +13.8% 543 $82K
Avion Wealth 0.02% Add +1.2% 493 $74K
Indiana Trust & Investment Management Co 0.02% Reduce -4.3% 445 $67K
MassMutual Private Wealth & Trust, FSB 0.00% Add +18.1% 425 $64K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 405 $61K
Westpac Banking Corp. 0.00% No change 398 $60K
Boyd Watterson Asset Management LLC 0.02% No change 389 $59K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +241.3% 372 $56K
WASHINGTON TRUST Co 0.00% Reduce -8.8% 354 $54K
J.Safra Asset Management Corp 0.01% Add +194.1% 350 $53K
MV Capital Management, Inc. 0.01% Add +4.9% 345 $52K
Syntax Research, Inc. 0.04% No change 337 $51K
Parkside Financial Bank & Trust 0.01% Reduce -16.0% 335 $51K
Briaud Financial Planning Inc 0.03% No change 337 $50K
Bank of New Hampshire 0.01% Reduce -2.4% 328 $50K
Thompson Investment Management, Inc. 0.01% No change 325 $49K
First Community Trust NA 0.04% No change 323 $49K
Main Street Group, LTD 0.02% No change 323 $48K
Cromwell Holdings LLC 0.03% — 313 $47K
Independence Bank of Kentucky 0.01% No change 310 $47K
Tompkins Financial Corp. 0.00% No change 308 $47K
Bogart Wealth, LLC 0.00% No change 301 $46K
Cape Investment Advisory, Inc. 0.02% No change 300 $45K
PrairieView Partners, LLC 0.01% Reduce -4.7% 302 $45K
EverSource Wealth Advisors, LLC 0.00% Add +5.0% 293 $43K
Hexagon Capital Partners LLC 0.01% Add +9.9% 266 $40K
Arlington Trust Co LLC 0.01% No change 266 $40K
Foster Dykema Cabot & Partners, LLC 0.00% No change 250 $38K
Elevation Wealth Partners, LLC 0.02% No change 233 $35K
Gables Capital Management Inc. 0.02% No change 227 $34K
Union Savings Bank 0.02% No change 216 $33K
SouthState Bank Corp 0.00% No change 212 $32K
Leonteq Securities AG 0.00% Reduce -3.2% 209 $32K
Innealta Capital, LLC 0.01% New 208 $31K
Great Lakes Retirement, Inc. 0.00% Reduce -90.8% 203 $31K
Princeton Global Asset Management LLC 0.01% No change 200 $30K
Kimelman & Baird, LLC 0.00% — 200 $30K
WR Wealth Planners, LLC 0.01% Add +5.8% 184 $28K
Meeder Asset Management Inc. 0.00% New 176 $27K
Fortitude Family Office, LLC 0.01% No change 175 $26K
Lanark Financial, Inc. 0.00% Add +1.1% 178 $26K
Walleye Trading LLC 0.00% New 170 $26K
Venturi Wealth Management, LLC 0.00% Add +827.8% 167 $25K
Duncker Streett & Co. Inc. 0.00% No change 167 $25K
SWS Partners 0.01% New 161 $24K
Triad Wealth Partners, LLC 0.01% New 158 $24K
Rise Advisors, LLC 0.01% Add +0.7% 156 $24K
Hartford Financial Management Inc. 0.00% Reduce -23.5% 150 $23K
AdvisorNet Financial, Inc 0.00% Add +5.9% 144 $22K
ESL Trust Services, LLC 0.01% Reduce -13.0% 141 $21K
Smithfield Trust Co 0.00% Reduce -10.0% 135 $21K
Coppell Advisory Solutions LLC 0.00% — 137 $21K
West Branch Capital LLC 0.01% No change 136 $21K
HHM Wealth Advisors, LLC 0.00% No change 125 $19K
Westside Investment Management, Inc. 0.00% Add +22.0% 122 $18K
West Paces Advisors Inc. 0.00% No change 121 $18K
Salem Investment Counselors Inc. 0.00% No change 121 $18K
Manchester Capital Management LLC 0.00% Add +26.6% 119 $18K
Zions Bancorporation, N.A. 0.00% Add +11.2% 119 $18K
GW&K Investment Management, LLC 0.00% Add +126.9% 118 $18K
MCF Advisors LLC 0.00% No change 116 $18K
Quent Capital, LLC 0.00% Reduce -19.6% 111 $17K
SOA Wealth Advisors, LLC. 0.00% No change 107 $16K
Tortoise Investment Management, LLC 0.00% No change 103 $16K
Tradewinds Capital Management, LLC 0.00% No change 100 $15K
LRI Investments, LLC 0.00% No change 100 $15K
Gradient Investments LLC 0.00% Reduce -19.3% 96 $15K
Operose Advisors LLC 0.01% No change 95 $14K
Financial Perspectives, Inc 0.00% No change 88 $13K
Salomon & Ludwin, LLC 0.00% No change 87 $13K
Covestor Ltd 0.01% Reduce -29.3% 82 $13K
City State Bank 0.01% No change 82 $12K
Versant Capital Management, Inc 0.00% Add +566.7% 80 $12K
Valued Wealth Advisors LLC 0.01% Add +21.5% 79 $12K
Sandy Spring Bank 0.00% No change 75 $11K
Cornerstone Planning Group LLC 0.00% Reduce -13.0% 80 $11K
JFS Wealth Advisors, LLC 0.00% No change 73 $11K
Valley National Advisers Inc. 0.00% Reduce -9.2% 79 $11K
Armstrong Advisory Group, Inc. 0.00% No change 70 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 70 $11K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -96.9% 70 $11K
First Personal Financial Services 0.00% Reduce -53.5% 67 $10K
Clearstead Advisors, LLC 0.00% Reduce -28.0% 67 $10K
ORG Partners LLC 0.00% New 68 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 66 $10K
Ibex Wealth Advisors 0.00% Reduce -98.8% 63 $9K
Signature Resources Capital Management, LLC 0.01% No change 62 $9K
Bangor Savings Bank 0.00% No change 60 $9K
Lynx Investment Advisory 0.01% — 55 $8K
Ruedi Wealth Management, Inc. 0.00% New 53 $8K
Prestige Wealth Management Group LLC 0.00% No change 52 $8K
Fairway Wealth LLC 0.00% New 50 $8K
Pathway Financial Advisers, LLC 0.00% No change 49 $7K
Quarry LP 0.00% Reduce -54.7% 48 $7K
Beacon Capital Management, LLC 0.00% New 47 $7K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 45 $7K
Mascoma Wealth Management LLC 0.00% No change 43 $7K
Anchor Investment Management, LLC 0.00% Reduce -22.2% 42 $6K
Sound Income Strategies, LLC 0.00% Add +2.4% 42 $6K
Redwood Wealth Management Group, LLC 0.00% New 41 $6K
Unique Wealth Strategies, LLC 0.00% New 36 $6K
Opal Wealth Advisors, LLC 0.00% New 36 $5K
PSI Advisors, LLC 0.00% No change 35 $5K
Arax Advisory Partners 0.00% Add +21.4% 34 $5K
Strengthening Families & Communities, LLC 0.00% New 34 $5K
Sachetta, LLC 0.00% Add +121.4% 31 $5K
Family Firm, Inc. 0.00% New 30 $4K
Key Financial Inc 0.00% No change 28 $4K
Tsfg, LLC 0.00% No change 26 $4K
Crewe Advisors LLC 0.00% New 26 $4K
Asset Dedication, LLC 0.00% No change 25 $4K
Johnson Financial Group, Inc. 0.00% Add +316.7% 25 $4K
Optiver Holding B.V. 0.00% New 25 $4K
SJS Investment Consulting Inc. 0.00% Reduce -4.0% 24 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $4K
Toth Financial Advisory Corp. 0.00% New 24 $4K
DT Investment Partners, LLC 0.00% No change 22 $3K
Raffa Wealth Management, LLC 0.00% No change 22 $3K
Bell Investment Advisors, Inc 0.00% No change 21 $3K
Frazier Financial Advisors, LLC 0.00% No change 20 $3K
Hollencrest Capital Management 0.00% No change 20 $3K
PEAK6 Investments LLC 0.00% New 20 $3K
Financial Management Professionals, Inc. 0.00% No change 20 $3K
Baldwin Wealth Partners LLC 0.00% New 18 $3K
Central Bank & Trust Co. 0.00% No change 17 $3K
Eagle Bay Advisors LLC 0.00% No change 16 $2K
Custom Portfolio Group LLC 0.00% No change 15 $2K
Balefire, LLC 0.00% Add +15.4% 15 $2K
Activest Wealth Management 0.00% No change 15 $2K
McIlrath & Eck, LLC 0.00% New 15 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.4% 15 $2K
TD Capital Management LLC 0.00% Reduce -64.3% 15 $2K
RFP Financial Group LLC 0.00% No change 13 $2K
CVA Family Office, LLC 0.00% Add +30.0% 13 $2K
Dunhill Financial, LLC 0.00% Add +20.0% 12 $2K
Wolff Wiese Magana LLC 0.00% No change 11 $2K
Planning Capital Management Corp 0.00% No change 11 $2K
Janiczek Wealth Management, LLC 0.00% No change 9 $1K
Atlas Capital Advisors Inc. 0.00% No change 7 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -33.3% 8 $1K
Penserra Capital Management LLC 0.00% No change 9 $1K
Richardson Financial Services Inc. 0.00% Reduce -40.0% 6 $908
Rakuten Securities, Inc. 0.00% Reduce -25.0% 6 $908
Carolinas Wealth Consulting LLC 0.00% Reduce -45.5% 6 $908
True Wealth Design, LLC 0.00% Add +20.0% 6 $908
Continuum Advisory, LLC 0.00% No change 6 $908
Clear Point Advisors Inc. 0.00% No change 5 $823
Larson Financial Group LLC 0.00% No change 5 $757
Raleigh Capital Management Inc. 0.00% Reduce -33.3% 4 $605
Register Financial Advisors LLC 0.00% No change 4 $605
Nvwm, LLC 0.00% No change 4 $605
ClariVest Asset Management LLC 0.00% No change 3 $456
Laurel Wealth Advisors LLC 0.00% No change 3 $454
Riggs Asset Managment Co. Inc. 0.00% New 2 $303
Pittenger & Anderson Inc. 0.00% No change 2 $303
Lowe Wealth Advisors, LLC 0.00% New 1 $151
WestEnd Advisors, LLC 0.00% No change 1 $151
McClarren Financial Advisors, Inc. 0.00% Add +3675.0% 151 $0

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