Darden RestaurantsDRI

13F holders, Q4 2024 (December 31)
947holders +62
98new positions
81sold out
7famous investors
$186.66avg. 13F price*

At the end of Q4 2024, 947 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, up 62 from Q3 2024. 98 opened new positions and 81 sold out. The largest holders were Capital World Investors ($2.8B), Vanguard Group Inc. ($2.6B) and Capital International Investors ($1.9B). 7 famous investors held it, including Lee Ainslie (0.1% of Maverick Capital's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions98$485.7M
Exits81$194.7M

All 13F filers, Q3 2024 → Q4 2024: 7,431,663 shares bought and 7,312,361 shares sold, net +119,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 947 holders

Capital World Investors 0.42% Add +0.2% 14,925,835 $2.8B
Vanguard Group Inc. 0.04% Reduce -0.0% 13,744,441 $2.6B
Capital International Investors 0.35% Reduce -2.3% 10,070,544 $1.9B
BlackRock, Inc. 0.03% Reduce -0.3% 8,633,418 $1.6B
State Street Corp. 0.04% Add +2.7% 4,833,256 $902.3M
Charles Schwab Investment Management Inc. 0.13% Add +4.8% 3,750,658 $700.2M
Raymond James Financial Inc. 0.24% — 3,444,035 $643.0M
Geode Capital Management, LLC 0.04% Add +1.4% 2,845,302 $530.1M
Newport Trust Company, LLC 0.87% Reduce -1.4% 1,925,930 $359.6M
JPMorgan Chase & Co. 0.03% Reduce -17.0% 1,898,860 $354.5M
Invesco Ltd. 0.06% Reduce -4.4% 1,866,010 $348.4M
Morgan Stanley 0.02% Add +0.2% 1,761,201 $328.8M
Earnest Partners LLC 1.34% Add +0.3% 1,609,329 $300.4M
Bank of America Corp. 0.03% Reduce -9.4% 1,553,385 $290.0M
UBS Group AG 0.06% Add +196.9% 1,537,579 $287.1M
Wellington Management Group LLP 0.05% Reduce -11.9% 1,467,116 $273.9M
Northern Trust Corp. 0.04% Add +12.3% 1,441,518 $269.1M
Dimensional Fund Advisors LP 0.06% Add +9.9% 1,282,666 $239.5M
Goldman Sachs Group Inc. 0.04% Add +14.7% 1,143,009 $213.4M
Bank of New York Mellon Corp 0.04% Add +10.9% 1,046,774 $195.4M
Amundi 0.06% Add +15.1% 922,849 $171.3M
Hamlin Capital Management, LLC 3.59% Reduce -0.1% 777,016 $145.1M
Boston Partners 0.15% Add +7.1% 660,875 $123.4M
Legal & General Group Plc 0.03% Reduce -11.8% 630,122 $117.6M
Massachusetts Financial Services Co. 0.04% Reduce -59.6% 593,550 $110.8M
Deutsche Bank AG 0.04% Add +15.9% 591,668 $110.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +5.5% 587,571 $109.7M
Arrowstreet Capital, Limited Partnership 0.09% Reduce -32.2% 572,801 $106.9M
Sei Investments Co. 0.12% Add +1.7% 514,392 $96.0M
Prudential Financial Inc. 0.12% Add +1.0% 461,828 $86.2M
California Public Employees Retirement System 0.06% Reduce -1.3% 461,200 $86.1M
Westwood Holdings Group Inc. 0.66% Reduce -0.7% 455,377 $85.0M
Wells Fargo & Company 0.02% Reduce -4.6% 438,586 $81.9M
Balyasny Asset Management L.P. 0.19% New 428,744 $80.0M
Mane Global Capital Management LP 3.64% Add +373.5% 426,130 $79.6M
Nuveen Asset Management, LLC 0.02% Reduce -2.3% 405,945 $75.8M
Norges Bank 0.01% Reduce -6.1% 402,467 $75.1M
J. Safra Sarasin Holding AG 1.24% Add +1.4% 390,672 $72.9M
Royal Bank of Canada 0.02% Add +145.2% 385,029 $71.9M
Woodley Farra Manion Portfolio Management Inc. 3.47% Add +0.5% 373,265 $69.7M
Envestnet Asset Management Inc. 0.02% Add +3.8% 358,891 $67.0M
Manufacturers Life Insurance Company, The 0.06% Reduce -7.9% 353,645 $66.0M
Holocene Advisors, LP 0.21% New 346,405 $64.7M
Swiss National Bank 0.04% Reduce -6.3% 331,800 $61.9M
Macquarie Group Ltd. 0.08% Reduce -2.6% 336,194 $61.9M
DekaBank Deutsche Girozentrale 0.11% No change 324,122 $60.2M
Samlyn Capital, LLC 0.96% New 321,015 $59.9M
Swiss Life Asset Management Ltd 0.44% Add +51.8% 319,941 $59.7M
Neuberger Berman Group LLC 0.04% Reduce -1.8% 302,870 $56.5M
Bank of Montreal 0.03% Add +98.4% 297,938 $55.6M
Citigroup Inc. 0.05% Reduce -13.2% 284,676 $53.1M
Ameriprise Financial Inc. 0.01% Reduce -19.9% 283,138 $52.9M
T. Rowe Price Associates Inc. 0.01% Reduce -1.3% 274,055 $51.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.4% 267,631 $50.0M
Toronto Dominion Bank 0.09% Add +70.3% 264,548 $49.4M
Qube Research & Technologies Ltd 0.08% Add +470.9% 262,587 $49.0M
Junto Capital Management LP 0.97% New 262,033 $48.9M
Regions Financial Corp. 0.35% Reduce -1.1% 251,909 $47.0M
HSBC Holdings PLC 0.03% Reduce -0.1% 250,367 $46.8M
Applied Finance Capital Management, LLC 2.01% Reduce -0.3% 247,812 $46.3M
Healthcare of Ontario Pension Plan Trust Fund 0.10% No change 244,000 $45.6M
Rhumbline Advisers 0.04% Reduce -1.6% 240,763 $44.9M
Barclays PLC 0.02% Reduce -24.6% 236,582 $44.2M
BNP Paribas Financial Markets 0.03% Reduce -3.0% 233,191 $43.5M
AEGON ASSET MANAGEMENT UK Plc 0.57% Add +6.2% 230,371 $43.0M
Susquehanna International Group, LLP 0.06% Add +566.2% 227,817 $42.5M
Great Lakes Advisors, LLC 0.36% Reduce -0.8% 223,538 $41.7M
Millennium Management 0.04% Add +38.0% 221,340 $41.3M
Steward Partners Investment Advisory, LLC 0.35% Add +2.5% 212,134 $39.6M
FMR LLC 0.00% Add +27.9% 210,171 $39.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +2.7% 194,603 $36.5M
National Pension Service 0.03% Reduce -4.4% 191,432 $35.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% New 186,397 $34.8M
Los Angeles Capital Management LLC 0.14% Add +6456.8% 185,098 $34.6M
California State Teachers Retirement System 0.04% Add +7.7% 173,318 $32.4M
American Century Companies Inc. 0.02% Reduce -69.4% 173,026 $32.3M
Brandywine Global Investment Management, LLC 0.22% Add +24.4% 164,342 $30.7M
Victory Capital Management Inc. 0.03% Reduce -87.7% 161,348 $30.1M
Mizuho Markets Americas LLC 0.56% No change 157,200 $29.3M
Principal Financial Group Inc. 0.02% Add +2.1% 154,438 $28.8M
New York State Common Retirement Fund 0.04% Reduce -2.4% 153,992 $28.7M
Alliancebernstein L.P. 0.01% Reduce -6.2% 150,263 $28.1M
Alps Advisors Inc. 0.17% Reduce -3.3% 147,564 $27.5M
US Bancorp \de 0.04% Add +3.2% 146,460 $27.3M
First Trust Advisors LP 0.02% Add +33.2% 143,947 $26.9M
Capital International, Inc. 0.29% Add +36.1% 133,842 $25.0M
Teacher Retirement System of Texas 0.08% Reduce -20.9% 119,784 $22.4M
Public Employees Retirement Association of Colorado 0.09% Reduce -0.1% 116,586 $21.8M
New York State Teachers Retirement System 0.04% Add +1.9% 109,373 $20.4M
CANADA LIFE ASSURANCE Co 0.04% Add +8.1% 108,825 $20.3M
Candlestick Capital Management LP 0.73% New 108,701 $20.3M
Valley Wealth Managers, Inc. 1.52% Add +0.6% 108,636 $20.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -6.8% 107,239 $20.0M
Ceredex Value Advisors LLC 0.40% New 105,425 $19.7M
State Board of Administration of Florida Retirement System 0.04% Reduce -0.7% 102,510 $19.1M
Nomura Holdings Inc. 0.10% New 99,971 $18.7M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +19.2% 99,188 $18.6M
Verition Fund Management LLC 0.09% Add +575.4% 97,543 $18.2M
Natixis Advisors, LLC 0.03% Add +13.3% 93,490 $17.5M
Willis Investment Counsel 1.14% Add +11.8% 92,800 $17.3M
QV Investors Inc. 1.69% Add +4.3% 87,702 $16.4M
AQR Capital Management 0.02% Reduce -14.0% 86,967 $16.2M
Maplelane Capital, LLC 1.75% New 86,102 $16.1M
Prospector Partners LLC 1.84% Add +31.8% 86,019 $16.1M
Nordea Investment Management AB 0.02% Add +4.3% 85,390 $16.0M
LPL Financial LLC 0.01% Add +19.5% 83,951 $15.7M
Running Oak Capital LLC 2.03% Add +7.6% 83,201 $15.5M
Foundry Partners, LLC 0.78% Reduce -1.8% 83,128 $15.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 81,286 $15.2M
Interval Partners, LP 0.38% New 79,938 $14.9M
Stifel Financial Corp. 0.02% Reduce -3.3% 79,595 $14.9M
Swedbank AB 0.02% No change 78,329 $14.6M
Skba Capital Management LLC 2.26% Reduce -23.3% 76,720 $14.3M
Synovus Financial Corp. 0.18% Reduce -4.1% 75,376 $14.1M
Davidson Kempner Capital Management LP 0.37% New 75,000 $14.0M
STRS Ohio 0.05% Add +23.3% 74,000 $13.8M
Citadel Advisors 0.01% Reduce -87.3% 73,956 $13.8M
Truist Financial Corp. 0.02% Add +1.8% 73,231 $13.7M
Pictet Asset Management Holding SA 0.01% Add +17.8% 71,813 $13.4M
Aviva PLC 0.03% Add +1464.8% 70,903 $13.2M
Franklin Resources Inc. 0.00% Reduce -2.2% 70,209 $13.1M
Worldquant Millennium Advisors LLC 0.08% Reduce -77.7% 68,213 $12.7M
Danske Bank A/S 0.04% Add +24.8% 67,457 $12.6M
State of Wisconsin Investment Board 0.03% Reduce -12.9% 64,371 $12.0M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -1.0% 61,725 $12.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -14.9% 63,014 $11.8M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.7% 62,551 $11.7M
Korea Investment CORP 0.03% Reduce -27.6% 61,586 $11.5M
PNC Financial Services Group, Inc. 0.01% Add +3.0% 61,530 $11.5M
Capital Group Private Client Services, Inc. 0.10% Reduce -2.1% 60,815 $11.4M
Asset Management One Co., Ltd. 0.04% Reduce -6.4% 60,180 $11.3M
Ensign Peak Advisors, Inc 0.02% Reduce -4.9% 60,411 $11.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -2.8% 59,747 $11.2M
Commerce Bank 0.07% Reduce -5.7% 59,604 $11.1M
Covington Investment Advisors Inc. 1.63% Reduce -0.5% 58,016 $10.8M
Canada Pension Plan Investment Board 0.01% Reduce -7.4% 57,112 $10.7M
Wilmington Savings Fund Society, FSB 0.19% Reduce -3.4% 56,688 $10.6M
NewEdge Advisors, LLC 0.06% Add +19.7% 55,752 $10.4M
National Bank of Canada 0.01% Reduce -49.2% 55,399 $10.3M
Voya Investment Management LLC 0.01% Reduce -7.4% 53,636 $10.0M
Stephens Inc. 0.14% Add +1832.9% 53,077 $9.9M
Treasurer of the State of North Carolina 0.04% Reduce -1.1% 52,917 $9.9M
Calamos Advisors LLC 0.07% No change 52,143 $9.7M
Marks Group Wealth Management, Inc 0.93% Reduce -2.8% 50,419 $9.4M
Man Group plc 0.03% Add +611.6% 48,709 $9.1M
Royal London Asset Management Ltd. 0.02% No change 48,290 $9.0M
Hook Mill Capital Partners, LP 0.90% New 47,588 $8.9M
VestGen Investment Management 2.39% Add +0.0% 46,880 $8.8M
Hudson Bay Capital Management LP 0.06% Add +12.8% 46,550 $8.7M
Lazard Asset Management LLC 0.01% Add +237.6% 45,876 $8.6M
GLOBALT Investments LLC / GA 0.33% Reduce -4.3% 45,810 $8.6M
Williams Jones Wealth Management, LLC. 0.10% No change 45,695 $8.5M
Marshall Wace, LLP 0.01% New 44,960 $8.4M
New Age Alpha Advisors, LLC 0.34% Add +41851.4% 44,888 $8.4M
ExodusPoint Capital Management, LP 0.09% New 44,852 $8.4M
Cetera Investment Advisers 0.02% Add +75.3% 44,652 $8.3M
Beacon Investment Advisory Services, Inc. 0.36% Add +5.8% 44,350 $8.3M
TD Asset Management Inc 0.01% Add +0.7% 44,108 $8.2M
World Investment Advisors 0.22% Add +7.0% 43,600 $8.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.3% 41,674 $7.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +2.1% 40,707 $7.6M
KLP Kapitalforvaltning As 0.04% — 40,500 $7.6M
Public Employees Retirement System of Ohio 0.03% Reduce -6.9% 40,260 $7.5M
Patton Albertson Miller Group, LLC 0.99% Add +1.9% 39,795 $7.4M
Comerica Bank 0.03% Reduce -20.4% 38,357 $7.2M
Credit Agricole S A 0.02% Add +61.0% 38,313 $7.2M
Aberdeen Group plc 0.01% Reduce -8.0% 37,921 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% — 37,649 $7.0M
Russell Investments Group, Ltd. 0.01% Reduce -30.7% 36,891 $6.9M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.0% 36,453 $6.8M
Nisa Investment Advisors, LLC 0.03% Add +2.1% 35,763 $6.7M
M&T Bank Corp 0.02% Reduce -0.9% 35,618 $6.6M
Nomura Asset Management Co. Ltd. 0.02% Add +0.1% 35,544 $6.6M
TD Waterhouse Canada Inc. 0.05% Reduce -0.9% 35,090 $6.5M
Westport Asset Management Inc. 3.13% No change 35,000 $6.5M
Commonwealth Equity Services, LLC 0.01% Add +4.2% 34,788 $6.5M
Arizona State Retirement System 0.04% Reduce -0.2% 34,129 $6.4M
MetLife Investment Management, LLC 0.03% Add +0.4% 33,818 $6.3M
Bridgewater Associates 0.03% Reduce -9.5% 33,784 $6.3M
Osaic Holdings, Inc. 0.01% Add +69.7% 33,277 $6.2M
USS Investment Management Ltd 0.04% Reduce -15.6% 33,119 $6.2M
Ellsworth Advisors, LLC 1.62% New 33,087 $6.2M
Andra AP-fonden 0.10% New 32,900 $6.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +14.7% 32,853 $6.1M
First Financial Bank - Trust Division 0.56% Reduce -2.7% 32,134 $6.0M
State of Michigan Retirement System 0.03% Reduce -1.2% 31,912 $6.0M
Corebridge Financial, Inc. 0.03% Reduce -3.6% 31,821 $5.9M
Royal Fund Management, LLC 0.64% Reduce -48.6% 31,179 $5.9M
Cullen Investment Group, LTD. 0.86% Add +2.1% 31,265 $5.8M
Hilton Capital Management, LLC 0.50% Reduce -12.2% 31,049 $5.8M
Simplex Trading, LLC 0.16% New 30,892 $5.8M
Picton Mahoney Asset Management 0.21% New 30,100 $5.6M
MML Investors Services, LLC 0.02% Add +0.9% 29,449 $5.5M
Arkadios Wealth Advisors 0.30% Add +15.4% 29,304 $5.5M
Forsta Ap-Fonden 0.04% Reduce -4.7% 28,700 $5.4M
Motco 0.55% Reduce -0.5% 28,628 $5.3M
Mariner, LLC 0.01% Reduce -0.3% 28,404 $5.3M
Janney Montgomery Scott LLC 0.01% Add +76.5% 27,604 $5.2M
Virginia Wealth Management Group, Inc. 3.06% Add +1.0% 26,484 $4.9M
Jennison Associates LLC 0.00% Add +33.2% 26,471 $4.9M
State of Tennessee, Department of Treasury 0.02% Reduce -9.4% 25,955 $4.8M
Federated Hermes, Inc. 0.01% Add +31.1% 25,925 $4.8M
Mercer Global Advisors Inc. 0.01% Add +6.9% 25,846 $4.8M
Fifth Third Bancorp 0.02% Reduce -16.0% 25,790 $4.8M
PGGM Investments 0.06% Reduce -19.7% 25,698 $4.8M
Czech National Bank 0.04% Add +5.6% 25,477 $4.8M
Retirement Systems of Alabama 0.02% Reduce -2.6% 25,440 $4.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.1% 24,984 $4.7M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +7.8% 24,887 $4.6M
Fulton Bank, N.A. 0.17% Reduce -4.8% 24,177 $4.5M
Geneos Wealth Management Inc. 0.16% Add +3.0% 23,978 $4.5M
Jane Street Group, LLC 0.01% Reduce -48.0% 23,932 $4.5M
Cohen Capital Management, Inc. 0.74% No change 23,620 $4.4M
Nishkama Capital, LLC 0.72% New 23,584 $4.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.23% Add +110.9% 23,581 $4.4M
Amalgamated Bank 0.04% Reduce -2.6% 23,569 $4.4M
Capital Fund Management S.A. 0.04% New 23,262 $4.3M
BNP Paribas 0.06% Reduce -0.8% 23,081 $4.3M
Harrell Investment Partners, LLC 1.18% Reduce -3.5% 22,686 $4.2M
Parallax Volatility Advisers, L.P. 0.11% New 22,544 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +13.0% 22,499 $4.2M
IFM Investors Pty Ltd 0.04% Reduce -10.1% 21,852 $4.1M
Captrust Financial Advisors 0.01% Reduce -0.3% 21,787 $4.1M
DNB Asset Management AS 0.02% Add +5.3% 21,676 $4.0M
Gotham Asset Management 0.04% Reduce -45.5% 21,618 $4.0M
Beacon Investment Advisors LLC 1.89% Add +0.3% 21,527 $4.0M
Groupama Asset Managment 0.08% Add +20.9% 21,498 $4.0M
Xponance LLC 0.04% Reduce -2.8% 21,335 $4.0M
Zacks Investment Management 0.04% Add +3.4% 21,238 $4.0M
Adell Harriman & Carpenter Inc. 0.28% Add +2.5% 21,173 $4.0M
Maverick Capital 0.07% Reduce -25.7% 20,923 $3.9M
Sanctuary Advisors, LLC 0.02% Reduce -11.6% 19,670 $3.9M
CIBC Asset Management Inc 0.01% Add +1.8% 20,641 $3.9M
Schroder Investment Management Group 0.00% Reduce -6.3% 20,547 $3.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +10.3% 20,283 $3.8M
Lion Street Advisors, LLC 1.20% Add +0.3% 20,142 $3.8M
Creative Planning 0.00% Add +14.3% 20,033 $3.7M
Van Eck Associates Corp. 0.00% Add +0.5% 19,983 $3.7M
D. E. Shaw & Co. 0.00% Add +393.8% 19,900 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +0.8% 19,439 $3.6M
Utah Retirement Systems 0.04% Reduce -1.5% 19,397 $3.6M
Bank of Nova Scotia 0.01% Reduce -0.7% 19,242 $3.6M
Forvis Mazars Wealth Advisors, LLC 0.08% Add +5.9% 18,540 $3.5M
Cibc World Markets Corp. 0.02% Add +14.8% 18,534 $3.5M
Wolverine Trading, LLC 0.08% New 18,423 $3.4M
Focus Partners Wealth 0.01% Add +112.9% 17,916 $3.3M
United Community Bank 1.29% Add +221.2% 17,803 $3.3M
Cibc World Market Inc. 0.01% Add +13.2% 17,735 $3.3M
Mutual of America Capital Management LLC 0.04% Reduce -9.4% 17,637 $3.3M
HighTower Advisors, LLC 0.00% Add +9.9% 17,448 $3.3M
Agp Franklin, LLC 1.98% — 17,438 $3.3M
Peddock Capital Advisors, LLC 0.78% Add +0.6% 17,342 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% — 17,251 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -25.9% 17,177 $3.2M
ProShare Advisors LLC 0.01% Add +4.5% 17,073 $3.2M
Siemens Fonds Invest GmbH 0.33% Add +7.2% 16,876 $3.2M
CIBC Private Wealth Group LLC 0.01% Add +9.6% 17,019 $3.1M
Fruth Investment Management 0.85% Reduce -0.1% 16,475 $3.1M
Quantinno Capital Management LP 0.03% Add +24.0% 15,975 $3.0M
Keybank National Association 0.01% Reduce -17.8% 15,841 $3.0M
New York Life Investment Management LLC 0.03% Reduce -0.0% 15,836 $3.0M
Corient Private Wealth LP 0.00% Reduce -3.0% 15,757 $2.9M
Hennessy Advisors Inc. 0.09% Reduce -5.5% 15,600 $2.9M
Ceeto Capital Group, LLC 1.07% No change 15,500 $2.9M
First Citizens Bank & Trust Co. 0.05% Reduce -9.7% 15,493 $2.9M
Daiwa Securities Group Inc. 0.01% Add +6.5% 15,480 $2.9M
Rodgers Brothers Inc. 0.37% No change 15,342 $2.9M
Cape Ann Savings Bank 1.67% No change 15,235 $2.8M
Baird Financial Group, Inc. 0.01% Add +76.1% 15,154 $2.8M
Agf Management Ltd. 0.01% Reduce -23.7% 15,068 $2.8M
ING Groep NV 0.02% New 15,007 $2.8M
Pathstone Holdings, LLC 0.01% Add +9.1% 15,001 $2.8M
Comprehensive Financial Consultants Institutional, Inc. 1.01% Add +10.8% 14,912 $2.8M
Congress Asset Management Co. 0.02% Reduce -12.2% 14,768 $2.8M
Public Sector Pension Investment Board 0.01% Add +194.2% 14,710 $2.7M
Phoenix Wealth Advisors 1.18% Reduce -3.8% 14,591 $2.7M
Bokf, NA 0.05% Add +0.8% 15,103 $2.7M
UniSuper Management Pty Ltd 0.02% Add +12.7% 14,366 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.9% 14,262 $2.7M
Shell Asset Management Co. 0.12% Reduce -1.9% 14,200 $2.7M
Berry Wealth Group, LP 1.88% Reduce -3.7% 13,958 $2.6M
Oppenheimer Asset Management Inc. 0.03% Add +1.2% 13,779 $2.6M
Illinois Municipal Retirement Fund 0.04% No change 13,689 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -15.9% 13,400 $2.5M
Whittier Trust Co. 0.03% Reduce -0.5% 13,393 $2.5M
Janus Henderson Group PLC 0.00% Reduce -8.4% 13,395 $2.5M
KBC Group NV 0.01% Add +0.5% 13,371 $2.5M
Knights of Columbus Asset Advisors LLC 0.16% Reduce -13.6% 13,306 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.8% 13,303 $2.5M
Zurich Insurance Group Ltd 0.02% Add +31.6% 13,160 $2.5M
Advisory Services Network, LLC 0.05% Add +1.3% 13,060 $2.4M
Stonebrook Private Inc. 0.63% Reduce -5.8% 12,915 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Add +15.4% 12,882 $2.4M
Scissortail Wealth Management, LLC 0.62% Add +3236.8% 12,880 $2.4M
Mystic Asset Management, Inc. 0.64% New 12,822 $2.4M
Elo Mutual Pension Insurance Co 0.05% Add +20.3% 12,757 $2.4M
Bragg Financial Advisors, Inc 0.10% Reduce -7.4% 12,646 $2.4M
Americana Partners, LLC 0.10% Add +10.9% 12,484 $2.3M
Yousif Capital Management, LLC 0.03% Reduce -31.1% 12,395 $2.3M
Empowered Funds, LLC 0.03% Add +17.5% 12,335 $2.3M
Aurora Investment Counsel 1.25% Reduce -0.1% 12,270 $2.3M
Plimoth Trust Co. LLC 0.58% Add +1.1% 12,185 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -4.8% 12,048 $2.2M
Atlantic Edge Private Wealth Management, LLC 0.69% Reduce -0.8% 11,980 $2.2M
CW Advisors, LLC 0.03% Reduce -10.8% 11,968 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.4% 11,949 $2.2M
Portfolio Design Labs, LLC 0.45% Add +157.7% 11,771 $2.2M
Bayesian Capital Management, LP 0.27% Reduce -29.2% 11,749 $2.2M
Capital Analysts, LLC 0.09% Reduce -1.6% 11,720 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +42.3% 11,682 $2.2M
Valley National Advisers Inc. 0.39% Add +2.0% 11,638 $2.2M
Redwood Investment Management, LLC 0.21% Reduce -7.7% 11,592 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.2% 11,553 $2.2M
Financial Counselors Inc. 0.03% Reduce -3.7% 11,426 $2.1M
Ethic Inc. 0.04% Reduce -45.3% 11,282 $2.1M
First Business Financial Services, Inc. 0.21% Add +3.4% 11,247 $2.1M
F/m Investments LLC 0.08% Add +409.6% 11,232 $2.1M
Marco Investment Management LLC 0.18% No change 11,175 $2.1M
Commerzbank Aktiengesellschaft 0.05% Reduce -0.8% 11,134 $2.1M
Mizuho Securities USA LLC 0.04% Add +45.0% 11,136 $2.1M
Choreo, LLC 0.03% Reduce -6.7% 11,129 $2.1M
Martingale Asset Management L P 0.05% Reduce -4.3% 11,091 $2.1M
Cordgrass Capital Advisors, LLC 0.60% Reduce -2.3% 11,074 $2.1M
Rafferty Asset Management, LLC 0.01% Add +12.1% 10,933 $2.0M
Stevens Capital Management LP 0.81% Add +408.0% 10,882 $2.0M
Guggenheim Capital LLC 0.02% Reduce -2.3% 10,884 $2.0M
Blue Trust, Inc. 0.03% Add +46.0% 10,882 $2.0M
HM Payson & Co. 0.03% Add +1.2% 10,827 $2.0M
Capital International Sarl 0.05% Add +34.9% 10,814 $2.0M
Mackenzie Financial Corp. 0.00% Add +2.5% 10,674 $2.0M
Cerity Partners LLC 0.00% Reduce -13.7% 11,600 $2.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +14.2% 10,635 $2.0M
Pacer Advisors, Inc. 0.00% Reduce -68.1% 10,635 $2.0M
Triglav Investments, D.O.O. 0.15% — 10,530 $2.0M
Allianz Asset Management GmbH 0.00% Reduce -20.0% 10,414 $1.9M
Advisors Asset Management, Inc. 0.04% Add +0.7% 10,336 $1.9M
Boothbay Fund Management, LLC 0.06% Add +153.0% 10,230 $1.9M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.9% 10,070 $1.9M
Aster Capital Management (DIFC) Ltd 0.71% Add +3730.0% 9,958 $1.9M
Peterson Wealth Services 0.57% Add +6.9% 9,873 $1.8M
CCM Investment Group, LLC 0.20% — 9,830 $1.8M
Canandaigua National Bank & Trust Co. 0.18% Reduce -2.6% 9,801 $1.8M
Group One Trading LLC 0.06% Add +15.3% 9,748 $1.8M
New England Asset Management Inc. 0.32% Reduce -17.4% 9,710 $1.8M
Versor Investments LP 0.31% Add +237.3% 9,698 $1.8M
Jacobi Capital Management LLC 0.13% Add +0.7% 9,624 $1.8M
Western Wealth Management, LLC 0.09% Reduce -0.0% 9,430 $1.8M
Tredje AP-fonden 0.02% Reduce -50.0% 9,378 $1.8M
Citizens Financial Group Inc. 0.03% Reduce -0.6% 9,328 $1.7M
Oppenheimer & Co. Inc. 0.03% Add +4.3% 9,239 $1.7M
Sagespring Wealth Partners, LLC 0.05% — 9,216 $1.7M
Eastern Bank 0.03% Reduce -36.0% 9,189 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -6.7% 9,184 $1.7M
Jefferies Financial Group Inc. 0.02% Reduce -66.6% 9,117 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +2.1% 9,092 $1.7M
Quantbot Technologies LP 0.06% Reduce -83.6% 9,069 $1.7M
Bowman & Co S.C. 0.88% Add +1.0% 9,065 $1.7M
Atria Investments, Inc 0.02% Reduce -29.3% 8,890 $1.7M
First Hawaiian Bank 0.05% Reduce -0.8% 8,868 $1.7M
Tower Research Capital LLC (TRC) 0.03% Add +86.9% 8,819 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.2% 8,755 $1.6M
Glenmede Trust Co. NA 0.01% Reduce -23.9% 8,736 $1.6M
Magnolia Capital Advisors LLC 0.42% Add +4.8% 8,714 $1.6M
Moody National Bank Trust Division 0.17% Reduce -4.4% 8,703 $1.6M
Mediolanum International Funds Ltd 0.02% Reduce -10.8% 8,634 $1.6M
Crossmark Global Holdings, Inc. 0.03% Add +16.7% 8,603 $1.6M
AXA S.A. 0.00% Add +11.5% 8,504 $1.6M
Park Avenue Securities LLC 0.02% Add +24.6% 8,497 $1.6M
Retireful, LLC 0.89% New 8,495 $1.6M
Cadence Bank 0.11% Reduce -3.1% 8,475 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +181.9% 8,476 $1.6M
Campbell & CO Investment Adviser LLC 0.12% New 8,437 $1.6M
Simmons Bank 0.11% Reduce -4.7% 8,390 $1.6M
QRG Capital Management, Inc. 0.02% Add +5.9% 8,221 $1.5M
Kestra Advisory Services, LLC 0.01% Add +3.4% 8,180 $1.5M
Kentucky Retirement Systems 0.04% Reduce -1.4% 8,141 $1.5M
Private Advisor Group, LLC 0.01% Add +17.6% 8,111 $1.5M
Baldwin Investment Management, LLC 0.20% Reduce -0.9% 8,028 $1.5M
Storebrand Asset Management As 0.00% No change 7,978 $1.5M
&partners 0.02% Add +10.0% 7,909 $1.5M
Tectonic Advisors LLC 0.10% Add +4.1% 7,913 $1.5M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.5M
CX Institutional 0.06% Reduce -14.6% 7,767 $1.5M
Ostrum Asset Management 0.13% Reduce -53.3% 7,746 $1.4M
Coastline Trust Co 0.17% No change 7,744 $1.4M
Affinity Investment Advisors, LLC 1.19% Reduce -0.1% 7,626 $1.4M
Maxwell Wealth Strategies Inc. 0.58% Reduce -0.1% 7,564 $1.4M
Virtu Financial LLC 0.07% Add +11.9% 7,372 $1.4M
Blair William & Co. 0.00% Reduce -2.6% 7,341 $1.4M
Family Legacy, Inc. 0.46% Add +5.0% 7,442 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -1.4% 7,251 $1.4M
Hartford Investment Management Co. 0.04% Reduce -1.9% 7,246 $1.4M
Commonwealth Retirement Investments LLC 0.56% Add +6.3% 7,228 $1.3M
Assenagon Asset Management S.A. 0.00% Add +452.9% 7,154 $1.3M
MAI Capital Management 0.01% Add +56.7% 7,022 $1.3M
Wealthfront Advisers LLC 0.00% Add +7.5% 6,772 $1.3M
Ascent Group, LLC 0.09% Add +114.3% 6,745 $1.3M
Sfmg, LLC 0.10% Reduce -0.3% 6,673 $1.2M
Capstone Financial Advisors, Inc. 0.08% No change 6,620 $1.2M
111 Capital 0.26% — 6,561 $1.2M
James Investment Research, Inc. 0.14% Reduce -5.0% 6,462 $1.2M
Level Four Advisory Services, LLC 0.05% Reduce -0.1% 6,451 $1.2M
Greatmark Investment Partners, Inc. 0.16% No change 6,372 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -4.6% 6,370 $1.2M
Knollwood Investment Advisory, LLC 0.12% No change 6,332 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -3.4% 6,317 $1.2M
Apollon Wealth Management, LLC 0.03% Add +204.1% 6,312 $1.2M
Fuller & Thaler Asset Management, Inc. 0.00% Add +55.8% 6,305 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -6.0% 6,300 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -8.0% 6,257 $1.2M
Huntington National Bank 0.01% Add +3.3% 6,233 $1.2M
Candriam S.C.A. 0.01% No change 6,233 $1.2M
Snowden Capital Advisors LLC 0.04% Add +378.9% 6,188 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.5% 6,193 $1.2M
GAM Holding AG 0.09% Reduce -5.1% 6,153 $1.1M
Jain Global LLC 0.03% — 6,107 $1.1M
LM Advisors LLC 0.20% New 6,067 $1.1M
South Dakota Investment Council 0.02% No change 5,872 $1.1M
Intech Investment Management LLC 0.01% Reduce -50.8% 5,848 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +8.0% 5,843 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +8.0% 5,843 $1.1M
Bessemer Group Inc. 0.00% Reduce -2.6% 5,794 $1.1M
M&G PLC 0.01% No change 5,752 $1.1M
New Mexico Educational Retirement Board 0.04% Reduce -3.4% 5,676 $1.1M
CI Investments Inc. 0.00% Add +35.1% 5,669 $1.1M
NEOS Investment Management LLC 0.02% Add +28.1% 5,664 $1.1M
Alaska Permanent Fund Corp 0.02% No change 5,664 $1.1M
Freedom Investment Management, Inc. 0.09% Reduce -1.0% 5,603 $1.0M
Eagle Harbor Asset Management Inc. 1.03% Add +4.0% 5,500 $1.0M
Axq Capital, LP 0.46% Reduce -21.8% 5,449 $1.0M
Vinva Investment Management Ltd 0.04% Add +10.3% 5,407 $1.0M
XTX Topco Ltd 0.08% Add +16.0% 5,381 $1.0M
Copperwynd Financial, LLC 0.27% Add +3.1% 5,330 $995K
SS&H Financial Advisors, Inc. 0.36% No change 5,310 $992K
Benjamin Edwards Inc. 0.01% Add +3.1% 5,257 $983K
Walleye Capital LLC 0.01% Reduce -7.1% 5,179 $967K
Norinchukin Bank, The 0.02% Add +7.0% 5,170 $965K
Chicago Partners Investment Group LLC 0.03% Add +0.1% 5,071 $932K
OMERS ADMINISTRATION Corp 0.01% Add +20.2% 4,974 $929K
Daiichi Life Insurance Co., Ltd. 0.03% New 4,958 $926K
Board of the Pension Protection Fund 1.06% — 4,900 $915K
Frank, Rimerman Advisors LLC 0.07% Add +6.5% 4,897 $914K
Catalyst Capital Advisors LLC 0.02% Reduce -4.8% 4,858 $907K
Vaughan David Investments LLC 0.02% No change 4,837 $903K
Associated Banc-Corp 0.03% No change 4,818 $899K
OmniStar Financial Group, Inc. 0.72% Add +0.9% 4,810 $898K
Lauterbach Financial Advisors, LLC 0.54% No change 4,800 $896K
Saxon Interests, Inc. 0.39% Add +10.5% 4,782 $893K
Flputnam Investment Management Co. 0.02% Add +3.8% 4,781 $893K
Sig Brokerage, LP 0.42% — 4,781 $893K
AlTi Global, Inc. 0.02% Add +0.0% 4,800 $879K
LBP Am SA 0.01% Reduce -86.9% 4,654 $869K
HB Wealth Management, LLC 0.01% Add +13.8% 4,651 $868K
B. Metzler seel. Sohn & Co. AG 0.01% Add +10.3% 4,585 $856K
Rothschild Investment LLC 0.06% Add +0.8% 4,547 $849K
Woodline Partners LP 0.01% New 4,516 $843K
Searle & Co. 0.24% No change 4,500 $840K
Roanoke Asset Management Corp./ NY 0.27% Add +2.9% 4,495 $839K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +0.8% 4,492 $839K
Banco Santander, S.A. 0.01% New 4,444 $830K
Jones Financial Companies LLLP 0.00% Add +84.4% 4,384 $818K
Navellier & Associates Inc. 0.10% Add +31.1% 4,372 $816K
Crux Wealth Advisors 0.45% — 4,339 $810K
Sterling Capital Management LLC 0.01% Add +31.7% 4,330 $808K
Lee Danner & Bass Inc. 0.06% No change 4,289 $801K
United Capital Financial Advisors, LLC 0.01% Add +2.6% 4,279 $799K
Farmers Trust Co. 0.15% Reduce -0.0% 4,229 $790K
Checchi Capital Advisers, LLC 0.06% Add +0.7% 4,208 $786K
Empirical Finance, LLC 0.05% Reduce -1.2% 4,191 $782K
Keyes, Stange & Wooten Wealth Management, LLC 0.46% Reduce -0.9% 4,169 $778K
Sheets Smith Wealth Management 0.09% No change 4,145 $774K
Financial Engines Advisors L.L.C. 0.00% Reduce -56.6% 4,059 $758K
MGB Wealth Management, LLC 0.23% Add +16.7% 4,050 $756K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +3.9% 3,994 $746K
AdvisorShares Investments LLC 0.14% Add +4.3% 3,993 $745K
Impact Partnership Wealth, LLC 0.15% Reduce -1.5% 3,987 $744K
Metis Global Partners, LLC 0.02% Add +3.6% 3,973 $742K
Concurrent Investment Advisors, LLC 0.02% Add +49.3% 3,848 $718K
Allworth Financial LP 0.00% Add +6.6% 3,866 $718K
Confluence Wealth Services, Inc. 0.05% Reduce -20.5% 3,841 $715K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -1.4% 3,800 $709K
NorthCrest Asset Manangement, LLC 0.02% No change 3,781 $706K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.6% 3,731 $697K
Exchange Traded Concepts, LLC 0.01% Reduce -2.0% 3,707 $692K
Advocate Group LLC 0.13% Reduce -1.7% 3,696 $690K
Atria Wealth Solutions, Inc. 0.01% Add +14.2% 3,659 $683K
Crestline Management, L.P. 0.02% New 3,654 $682K
Capital Management Associates, Inc 0.26% No change 3,645 $680K
Greenleaf Trust 0.01% Add +0.6% 3,631 $678K
EagleClaw Capital Managment, LLC 0.11% No change 3,622 $676K
Tidal Investments LLC 0.01% Add +6.5% 3,622 $676K
IFP Advisors, Inc 0.02% Add +5.1% 3,566 $669K
SFE Investment Counsel 0.14% New 3,575 $667K
Pinnacle West Asset Management, Inc. 0.47% Add +24.6% 3,550 $663K
Sienna Gestion 0.04% No change 3,536 $660K
Investors Research Corp 0.14% Reduce -30.2% 3,525 $658K
Townsquare Capital LLC 0.01% Add +2.5% 3,491 $652K
Allstate Corp. 0.02% New 3,437 $642K
Farmers National Bank 0.19% — 3,420 $638K
Howland Capital Management LLC 0.03% No change 3,406 $636K
CenterStar Asset Management, LLC 1.38% New 3,367 $628K
Prelude Capital Management, LLC 0.05% New 3,328 $621K
Caprock Group, LLC 0.02% Reduce -24.3% 3,311 $618K
Cresset Asset Management, LLC 0.00% Reduce -76.0% 3,223 $602K
Mutual Advisors, LLC 0.02% Add +6.6% 3,300 $597K
Coldstream Capital Management Inc. 0.01% Add +2.1% 3,199 $597K
Bridgefront Capital, LLC 0.20% New 3,169 $592K
Squarepoint Ops LLC 0.00% Reduce -97.3% 3,157 $589K
Federation des caisses Desjardins du Quebec 0.00% Add +26.2% 3,157 $589K
Cwm, LLC 0.00% Reduce -21.0% 3,140 $586K
Kiker Wealth Management, LLC 0.47% — 3,138 $586K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.5% 3,135 $585K
Jeppson Wealth Management, LLC 0.21% Reduce -1.9% 3,040 $568K
SG Americas Securities, LLC 0.00% Reduce -98.4% 3,038 $567K
Bleakley Financial Group, LLC 0.02% Reduce -0.2% 3,020 $564K
Pring Turner Capital Group Inc. 0.38% No change 3,000 $560K
Montgomery Investment Management Inc. 0.22% No change 3,000 $560K
Ar Asset Management Inc. 0.13% No change 3,000 $560K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,000 $560K
Blackston Financial Advisory Group, LLC 0.28% Reduce -1.8% 2,963 $553K
Dynamic Advisor Solutions LLC 0.02% Reduce -17.6% 2,949 $551K
SPC Financial, Inc. 0.05% Add +2.9% 2,949 $551K
HighPoint Advisor Group LLC 0.03% Reduce -0.2% 2,813 $546K
Harbour Investments, Inc. 0.02% Reduce -0.1% 2,926 $546K
Profund Advisors LLC 0.02% Add +23.6% 2,924 $546K
Unigestion Holding SA 0.03% New 2,900 $541K
NorthCoast Asset Management LLC 0.00% New 2,891 $540K
Evergreen Capital Management LLC 0.02% Add +2.6% 2,856 $533K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -31.2% 2,813 $525K
Johnson Investment Counsel Inc. 0.01% Add +11.3% 2,795 $522K
Principal Securities, Inc. 0.01% Add +17.5% 2,774 $518K
Brandywine Oak Private Wealth LLC 0.05% No change 2,773 $518K
King Wealth Management Group 0.08% No change 2,765 $516K
V-Square Quantitative Management LLC 0.07% Reduce -3.7% 2,727 $509K
Vontobel Holding Ltd. 0.00% Reduce -9.5% 2,723 $508K
Prime Capital Investment Advisors, LLC 0.01% Add +1.3% 2,716 $507K
Ascentis Independent Advisors 0.10% Add +15.8% 2,704 $505K
ZWJ Investment Counsel Inc. 0.02% Add +0.1% 2,703 $505K
Aspire Growth Partners LLC 0.49% — 2,697 $503K
Old National Bancorp 0.01% Reduce -18.6% 2,662 $497K
Abn Amro Investment Solutions 0.01% Reduce -1.8% 2,660 $497K
Sound View Wealth Advisors Group, LLC 0.04% No change 2,641 $493K
Old Port Advisors 0.14% Reduce -1.9% 2,556 $477K
Independent Advisor Alliance 0.01% Add +20.9% 2,538 $474K
Hilltop Holdings Inc. 0.03% New 2,534 $473K
Stonebridge Capital Advisors LLC 0.04% Reduce -0.1% 2,525 $471K
Hickory Point Bank & Trust 0.42% — 2,520 $470K
Vident Advisory, LLC 0.01% Add +4.5% 2,511 $469K
Kozak & Associates, Inc. 0.11% Add +0.9% 2,489 $467K
Wendell David Associates Inc. 0.05% No change 2,500 $467K
Ahl Investment Management, Inc. 0.33% Reduce -54.7% 2,500 $467K
Leavell Investment Management, Inc. 0.02% No change 2,480 $463K
iSAM Funds (UK) Ltd 0.34% Add +5.8% 2,467 $461K
Ontario Teachers Pension Plan Board 0.01% Reduce -2.6% 2,428 $453K
First Horizon Advisors, Inc. 0.01% Add +2.5% 2,418 $451K
Jump Financial, LLC 0.01% Reduce -88.1% 2,411 $450K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.2% 2,396 $447K
FWG Holdings, LLC 0.21% No change 2,241 $445K
Optimum Investment Advisors 0.20% No change 2,380 $444K
Ibex Wealth Advisors 0.05% New 2,374 $443K
D.A. Davidson & Co. 0.00% Reduce -9.3% 2,372 $443K
MIdWestOne Financial Group, Inc. 0.06% No change 2,368 $442K
Appleton Partners Inc. 0.03% Reduce -11.6% 2,361 $441K
Vestcor Inc 0.01% Reduce -0.1% 2,328 $435K
Norden Group LLC 0.05% Add +1.0% 2,321 $433K
Intrust Bank NA 0.04% Reduce -8.8% 2,313 $432K
Brown Capital Management LLC 0.01% Add +14.2% 2,288 $427K
Dynamic Technology Lab Private Ltd 0.07% Reduce -93.2% 2,284 $426K
Generali Asset Management SPA SGR 0.01% — 2,265 $423K
Burke & Herbert Bank & Trust Co. 0.10% No change 2,259 $422K
1ST Source Bank 0.02% No change 2,255 $421K
180 Wealth Advisors, LLC 0.07% Reduce -2.5% 2,251 $420K
Synergy Investment Management, LLC 0.18% — 2,231 $416K
Choate Investment Advisors 0.01% Reduce -4.9% 2,207 $412K
Dark Forest Capital Management LP 0.06% Reduce -7.5% 2,205 $412K
NavPoint Financial, Inc. 0.33% No change 2,204 $411K
Gilliland Jeter Wealth Management LLC 0.14% Reduce -4.2% 2,203 $411K
Sequoia Financial Advisors, LLC 0.00% New 2,203 $411K
Excalibur Management Corp. 0.16% No change 2,195 $410K
Impact Investors, Inc 0.31% — 2,170 $405K
Signaturefd, LLC 0.01% Add +1.8% 2,159 $403K
Sage Private Wealth Group, LLC 0.30% Add +2.0% 2,158 $403K
Burns Matteson Capital Management, LLC 0.23% Reduce -0.1% 2,158 $403K
Ritholtz Wealth Management 0.01% Reduce -3.1% 2,135 $399K
Smartleaf Asset Management LLC 0.04% Add +4.1% 2,122 $396K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 2,117 $395K
RD Lewis Holdings, Inc. 0.43% — 1,998 $394K
Trust Co. of Toledo NA 0.05% No change 2,088 $390K
Apella Capital, LLC 0.01% Reduce -0.3% 2,087 $390K
Rossmore Private Capital 0.05% No change 2,075 $387K
Trillium Asset Management, LLC 0.01% Add +1.0% 2,061 $385K
Covenant Partners, LLC 0.12% Reduce -11.9% 2,057 $384K
Venturi Wealth Management, LLC 0.02% New 2,055 $384K
Atlanta Consulting Group Advisors, LLC 0.14% Reduce -1.3% 2,037 $380K
Lido Advisors, LLC 0.00% Reduce -4.8% 2,027 $378K
International Assets Investment Management, LLC 0.03% Reduce -95.7% 2,021 $377K
1620 Investment Advisors, Inc. 0.29% Add +9.9% 2,016 $376K
Hemenway Trust Co LLC 0.03% Reduce -7.4% 2,015 $376K
Acima Private Wealth, LLC 0.13% No change 2,000 $373K
McDonald Partners LLC 0.10% Reduce -4.8% 2,000 $373K
GAMMA Investing LLC 0.03% Add +51.0% 1,994 $372K
Destiny Wealth Partners, LLC 0.06% Reduce -7.0% 1,991 $372K
Burney Co./ 0.01% Reduce -2.0% 1,984 $370K
Cary Street Partners Financial LLC 0.01% — 1,984 $370K
Wesbanco Bank Inc. 0.01% No change 1,978 $369K
Capstone Investment Advisors, LLC 0.00% Add +125.6% 1,974 $369K
TD Private Client Wealth LLC 0.01% Reduce -1.3% 1,964 $367K
Trustmark Bank Trust Department 0.03% No change 1,959 $366K
Forum Financial Management, LP 0.01% New 1,954 $365K
Berkshire Asset Management LLC 0.02% Add +1.0% 1,944 $365K
Beverly Hills Private Wealth, LLC 0.07% Reduce -11.4% 1,952 $364K
Center for Financial Planning, Inc. 0.05% Reduce -6.0% 1,950 $364K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.4% 1,913 $357K
Ballentine Partners, LLC 0.01% Add +2.3% 1,881 $351K
Romano Brothers and Company 0.04% No change 1,874 $350K
Schonfeld Strategic Advisors LLC 0.00% Reduce -79.6% 1,868 $349K
Avior Wealth Management, LLC 0.01% Add +0.1% 1,866 $349K
SageView Advisory Group, LLC 0.01% Add +2.5% 1,862 $348K
SVB Wealth LLC 0.01% New 1,862 $348K
Hodges Capital Management Inc. 0.02% Add +0.1% 1,847 $345K
IHT Wealth Management, LLC 0.01% Reduce -30.3% 1,843 $344K
Dumont & Blake Investment Advisors LLC 0.09% No change 1,832 $342K
Great Valley Advisor Group, Inc. 0.01% Reduce -8.2% 1,831 $342K
Evoke Wealth, LLC 0.01% Reduce -0.8% 1,825 $341K
First United Bank & Trust 0.12% No change 1,825 $341K
Bay Capital Advisors, LLC 0.27% — 1,801 $336K
AMG National Trust Bank 0.01% No change 1,800 $336K
Waverly Advisors, LLC 0.01% New 1,790 $334K
Severin Investments, LLC 0.33% — 1,785 $333K
Schechter Investment Advisors, LLC 0.03% Reduce -10.3% 1,784 $333K
Wambolt & Associates, LLC 0.11% Reduce -20.2% 1,773 $331K
Transcend Capital Advisors, LLC 0.02% Reduce -0.1% 1,766 $330K
Brown Brothers Harriman & Co. 0.00% Add +31.4% 1,756 $328K
J.W. Cole Advisors, Inc. 0.01% New 1,749 $327K
Praxis Investment Management Inc. 0.02% New 1,740 $325K
Venture Visionary Partners LLC 0.01% Reduce -0.1% 1,739 $325K
Bank & Trust Co 0.27% No change 1,738 $324K
Mufg Securities Americas Inc. 0.04% — 1,735 $324K
Aegis Wealth Management LLC 0.22% — 1,724 $322K
NTV Asset Management LLC 0.04% Add +1.1% 1,719 $321K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.6% 1,716 $320K
GWN Securities Inc. 0.08% — 1,690 $317K
Westmount Partners, LLC 0.10% No change 1,684 $314K
Fiduciary Financial Group, LLC 0.07% New 1,737 $313K
Patron Partners, LLC 0.17% Add +6.1% 1,666 $311K
Horizon Investments, LLC 0.01% Add +1.0% 1,675 $310K
DAVENPORT & Co LLC 0.00% Add +16.1% 1,653 $309K
Portman Square Capital LLP 0.28% Reduce -37.0% 1,650 $308K
Embree Financial Group 0.05% Add +0.7% 1,649 $308K
Brookstone Capital Management 0.00% Reduce -64.3% 1,646 $307K
Concourse Financial Group Securities, Inc. 0.02% Add +17.3% 1,644 $307K
Belpointe Asset Management LLC 0.02% Reduce -50.8% 1,940 $307K
Wetzel Investment Advisors, Inc. 0.15% Reduce -0.1% 1,633 $305K
Composition Wealth, LLC 0.01% New 1,633 $305K
Canada Post Corp Registered Pension Plan 0.02% — 1,623 $303K
Modera Wealth Management, LLC 0.00% New 1,615 $302K
Rwa Wealth Partners, LLC 0.00% Reduce -19.6% 1,604 $299K
Hall Capital Management Co. Inc. 0.14% — 1,601 $299K
New England Research & Management, Inc. 0.15% No change 1,591 $297K
GTS Securities LLC 0.01% Reduce -75.4% 1,586 $296K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -67.9% 1,584 $296K
Mainstream Capital Management LLC 0.21% Reduce -2.2% 1,582 $295K
Syon Capital LLC 0.03% Reduce -3.8% 1,573 $294K
GeoWealth Management, LLC 0.01% Reduce -6.9% 1,570 $293K
RFG - Bristol Wealth Advisors, LLC 0.10% — 1,559 $291K
Ieq Capital, LLC 0.00% Reduce -70.6% 1,556 $290K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,537 $287K
Twin Capital Management Inc. 0.03% New 1,531 $286K
Rehmann Capital Advisory Group 0.02% Add +11.6% 1,512 $282K
Parallel Advisors, LLC 0.01% Reduce -9.7% 1,507 $281K
Founders Capital Management, LLC 0.05% No change 1,500 $280K
Tower Bridge Advisors 0.03% No change 1,500 $280K
Laffer Tengler Investments, Inc. 0.07% Reduce -9.5% 1,498 $280K
Plato Investment Management Ltd 0.02% No change 1,490 $279K
44 Wealth Management LLC 0.11% Reduce -8.5% 1,492 $279K
Journey Strategic Wealth LLC 0.01% Add +0.5% 1,492 $278K
Visionary Wealth Advisors 0.02% No change 1,490 $278K
Hilltop National Bank 0.08% Reduce -2.5% 1,483 $277K
Powers Advisory Group, LLC 0.14% Reduce -3.4% 1,480 $276K
Fulcrum Capital LLC 0.06% No change 1,475 $275K
Florida Trust Wealth Management Co 0.01% New 1,474 $275K
RW Investment Management LLC 0.03% No change 1,451 $271K
Avidian Wealth Enterprises, LLC 0.01% New 1,445 $270K
Vise Technologies, Inc. 0.02% New 1,443 $269K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,442 $269K
StoneX Group Inc. 0.01% New 1,417 $264K
Harbor Investment Advisory, LLC 0.02% Reduce -2.3% 1,407 $263K
Tiaa Trust, National Association 0.00% Add +4.8% 1,401 $262K
Texas Yale Capital Corp. 0.01% No change 1,400 $261K
OneAscent Financial Services LLC 0.02% New 1,396 $261K
Trust Asset Management LLC 0.02% No change 1,397 $261K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $258K
Advisor OS, LLC 0.03% Add +2.8% 1,373 $256K
Assetmark, Inc. 0.00% Reduce -5.4% 1,351 $252K
EP Wealth Advisors, LLC 0.00% Reduce -12.1% 1,350 $252K
Capital Insight Partners, LLC 0.04% No change 1,349 $252K
David Wealth Management LLC 0.21% — 1,346 $251K
Bond & Devick Financial Network, Inc. 0.11% No change 1,530 $251K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Add +31.9% 4,624 $251K
CENTRAL TRUST Co 0.01% No change 1,336 $249K
Pitcairn Co. 0.01% Reduce -2.6% 1,323 $247K
AA Financial Advisors, LLC 0.07% No change 1,307 $244K
Enterprise Financial Services Corp 0.14% No change 1,307 $244K
Inlet Private Wealth, LLC 0.06% New 1,287 $240K
Savant Capital, LLC 0.00% New 1,283 $240K
Dorsey & Whitney Trust CO LLC 0.01% Add +2.2% 1,283 $240K
First Manhattan Co. Llc. 0.00% Reduce -3.8% 1,279 $239K
Hantz Financial Services, Inc. 0.00% Reduce -15.3% 1,275 $238K
Ifrah Financial Services, Inc. 0.07% Reduce -2.5% 1,268 $237K
Glenview Trust Co 0.00% No change 1,267 $237K
Mgo One Seven LLC 0.01% Reduce -2.9% 1,256 $235K
First City Capital Management, Inc. 0.12% No change 1,250 $233K
Valeo Financial Advisors, LLC 0.01% New 1,242 $232K
Oakworth Capital, Inc. 0.02% Reduce -18.4% 1,242 $232K
Spire Wealth Management 0.01% Add +18.1% 1,242 $232K
Prudential PLC 0.00% No change 1,228 $229K
Cabot Wealth Management Inc. 0.03% No change 1,222 $228K
Cigna Investments Inc. 0.04% No change 1,214 $227K
MTM Investment Management, LLC 0.09% New 1,215 $227K
Busey Bank 0.01% Reduce -8.0% 1,213 $226K
Towne Trust Company, N.A 0.08% No change 1,200 $224K
First Dallas Securities Inc. 0.09% Reduce -17.2% 1,200 $224K
Integrated Advisors Network LLC 0.01% New 1,199 $224K
Trust Investment Advisors 0.14% New 1,196 $223K
Equitable Holdings, Inc. 0.00% New 1,194 $223K
Focus Partners Advisor Solutions, LLC 0.00% New 1,192 $223K
Oxford Asset Management LLP 0.10% Reduce -54.4% 1,192 $223K
Kingswood Wealth Advisors, LLC 0.02% Reduce -70.3% 1,192 $223K
Perigon Wealth Management, LLC 0.01% New 1,222 $221K
Haverford Trust Co 0.00% New 1,173 $219K
Trek Financial, LLC 0.02% New 1,161 $217K
Advisory Alpha, LLC 0.01% New 1,155 $216K
Birch Hill Investment Advisors LLC 0.01% New 1,150 $215K
Ameritas Investment Partners, Inc. 0.01% Reduce -8.8% 1,145 $214K
Pinnacle Associates Ltd. 0.00% Reduce -28.1% 1,138 $212K
Fullcircle Wealth LLC 0.09% New 1,090 $211K
SeaCrest Wealth Management, LLC 0.02% New 1,101 $206K
Beacon Harbor Wealth Advisors, Inc. 0.05% New 1,100 $205K
Teza Capital Management LLC 0.03% New 1,098 $205K
Personal Cfo Solutions, LLC 0.04% New 1,097 $205K
Second Half Financial Partners, LLC 0.10% New 1,085 $203K
GW Henssler & Associates Ltd. 0.01% No change 1,220 $200K
Mather Group, Llc. 0.00% Reduce -2.3% 1,050 $196K
Rainier Family Wealth Inc. 0.24% — 1,044 $195K
Kohmann Bosshard Financial Services, LLC 0.02% Reduce -34.6% 1,014 $189K
Ossiam 0.00% Add +14.8% 976 $182K
Plante Moran Financial Advisors, LLC 0.02% No change 971 $181K
Bartlett & Co. Wealth Management LLC 0.00% No change 962 $180K
Montag A & Associates Inc. 0.01% Reduce -34.8% 936 $175K
Farmers & Merchants Investments Inc. 0.01% No change 924 $173K
Ramirez Asset Management, Inc. 0.03% No change 900 $168K
St Germain D J Co. Inc. 0.01% No change 885 $165K
Millstone Evans Group, LLC 0.11% — 875 $163K
UMB Bank, n.a. 0.00% Add +5.7% 875 $163K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -69.4% 867 $162K
Cullen/Frost Bankers, Inc. 0.00% Add +9.8% 842 $157K
Global Financial Private Client, LLC 0.06% Add +0.7% 833 $156K
State of Wyoming 0.02% Reduce -21.7% 825 $154K
Golden State Wealth Management, LLC 0.02% — 822 $153K
J.Safra Asset Management Corp 0.01% Add +78.8% 810 $151K
Brooklyn Investment Group 0.04% Add +1.8% 804 $150K
Deseret Mutual Benefit Administrators 0.07% Reduce -0.9% 775 $145K
Missouri Trust & Investment Co 0.05% No change 765 $143K
S.A. Mason LLC 0.07% No change 750 $140K
Farther Finance Advisors, LLC 0.01% Add +5.7% 737 $138K
Silvant Capital Management LLC 0.01% No change 733 $137K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.08% — 724 $135K
Independence Bank of Kentucky 0.02% Reduce -0.7% 720 $134K
Northwest & Ethical Investments L.P. 0.00% New 700 $131K
Rosenberg Matthew Hamilton 0.03% Reduce -0.3% 674 $126K
Private Trust Co. NA 0.01% Add +3.0% 661 $123K
Y.D. More Investments Ltd 0.01% Add +1.4% 657 $123K
Johnson Financial Group, Inc. 0.01% Reduce -36.7% 619 $122K
Pension & Wealth Management Advisors, Inc. 0.05% No change 650 $121K
First Financial Corp. 0.06% No change 650 $121K
Quadrant Capital Group LLC 0.01% Reduce -9.8% 644 $120K
Flagship Wealth Advisors, LLC 0.07% — 638 $119K
Bruce G. Allen Investments, LLC 0.10% Reduce -0.9% 629 $117K
CGC Financial Services, LLC 0.04% No change 600 $112K
Glass Jacobson Investment Advisors llc 0.04% No change 600 $112K
Global Retirement Partners, LLC 0.00% Reduce -33.0% 599 $112K
Central Pacific Bank - Trust Division 0.01% No change 561 $105K
Stonebridge Financial Group, LLC 0.01% — 558 $104K
Lindbrook Capital, LLC 0.01% Add +0.2% 554 $103K
McIlrath & Eck, LLC 0.01% Add +3506.7% 541 $101K
Hills Bank & Trust Co 0.01% New 537 $100K
Riverview Trust Co 0.08% Reduce -12.5% 495 $92K
Trust Co 0.01% New 495 $92K
Avion Wealth 0.02% Add +0.6% 490 $91K
Harvest Fund Management Co., Ltd 0.00% Add +3371.4% 486 $91K
Truvestments Capital LLC 0.02% No change 440 $82K
Van Hulzen Asset Management, LLC 0.01% New 424 $79K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.5% 419 $78K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 405 $76K
Crews Bank & Trust 0.01% — 400 $75K
Westpac Banking Corp. 0.00% Reduce -74.1% 398 $74K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 372 $69K
Boyd Watterson Asset Management LLC 0.02% No change 362 $68K
WASHINGTON TRUST Co 0.00% Reduce -0.3% 355 $66K
Raiffeisen Bank International AG 0.00% — 355 $66K
Syntax Research, Inc. 0.05% No change 337 $63K
MV Capital Management, Inc. 0.01% Add +2.1% 333 $62K
Briaud Financial Planning Inc 0.03% No change 337 $62K
SBI Securities Co., Ltd. 0.00% — 329 $61K
Thompson Investment Management, Inc. 0.01% No change 325 $61K
First Community Trust NA 0.04% No change 323 $60K
EverSource Wealth Advisors, LLC 0.00% Add +2.9% 321 $60K
Parkside Financial Bank & Trust 0.01% Reduce -6.7% 318 $59K
Cromwell Holdings LLC 0.03% No change 313 $58K
Main Street Group, LTD 0.02% Reduce -3.1% 313 $58K
Fortitude Family Office, LLC 0.02% Add +78.3% 312 $58K
Tompkins Financial Corp. 0.01% No change 308 $58K
Bogart Wealth, LLC 0.00% No change 301 $56K
Cape Investment Advisory, Inc. 0.02% No change 300 $56K
Indiana Trust & Investment Management Co 0.02% Reduce -32.6% 300 $56K
PrairieView Partners, LLC 0.01% No change 302 $56K
Penserra Capital Management LLC 0.00% Add +3322.2% 308 $56K
Bangor Savings Bank 0.01% No change 297 $55K
Webster Bank, N. A. 0.01% New 275 $51K
Arlington Trust Co LLC 0.01% No change 266 $50K
HHM Wealth Advisors, LLC 0.01% Add +103.2% 254 $47K
WPG Advisers, LLC 0.04% — 248 $46K
Gulf International Bank (UK) Ltd 0.00% Reduce -28.6% 237 $44K
Elevation Wealth Partners, LLC 0.02% Add +0.9% 235 $44K
Hexagon Capital Partners LLC 0.01% Add +4.2% 226 $42K
Union Savings Bank 0.02% No change 216 $40K
Park Place Capital Corp 0.01% No change 202 $38K
Sandy Spring Bank 0.00% No change 200 $37K
Princeton Global Asset Management LLC 0.01% No change 200 $37K
Kimelman & Baird, LLC 0.00% No change 200 $37K
Hartford Financial Management Inc. 0.01% Reduce -3.5% 192 $36K
Duncker Streett & Co. Inc. 0.01% Add +11.4% 186 $35K
MCF Advisors LLC 0.00% Add +50.9% 175 $33K
Rise Advisors, LLC 0.01% Reduce -3.8% 152 $28K
TCTC Holdings, LLC 0.00% New 151 $28K
Compass Wealth Management LLC 0.01% New 150 $28K
ESL Trust Services, LLC 0.01% No change 141 $26K
Smithfield Trust Co 0.00% No change 135 $26K
Coppell Advisory Solutions LLC 0.00% No change 137 $26K
West Branch Capital LLC 0.01% No change 136 $25K
Kestra Investment Management, LLC 0.00% New 132 $25K
Covestor Ltd 0.02% Add +64.1% 128 $24K
West Paces Advisors Inc. 0.01% No change 121 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 115 $21K
CVA Family Office, LLC 0.00% Add +236.4% 111 $21K
Leonteq Securities AG 0.00% Reduce -39.0% 111 $21K
Gables Capital Management Inc. 0.01% Reduce -51.5% 110 $21K
Meeder Asset Management Inc. 0.00% Reduce -4.3% 110 $21K
SOA Wealth Advisors, LLC. 0.00% No change 107 $20K
Zions Bancorporation, N.A. 0.00% No change 107 $20K
Tortoise Investment Management, LLC 0.00% Add +1.0% 105 $20K
WR Wealth Planners, LLC 0.01% Reduce -49.5% 103 $19K
Hemington Wealth Management 0.00% Add +10.8% 103 $19K
Tradewinds Capital Management, LLC 0.00% No change 100 $19K
Westside Investment Management, Inc. 0.00% No change 100 $19K
LRI Investments, LLC 0.00% No change 100 $19K
Quent Capital, LLC 0.00% Add +1.0% 97 $18K
Financial Perspectives, Inc 0.01% No change 88 $16K
Manchester Capital Management LLC 0.00% Reduce -2.3% 84 $16K
Brown, Lisle/Cummings, Inc. 0.00% New 75 $14K
JFS Wealth Advisors, LLC 0.00% No change 75 $14K
Sound Income Strategies, LLC 0.00% Reduce -8.5% 75 $14K
GoalVest Advisory LLC 0.00% No change 74 $14K
AdvisorNet Financial, Inc 0.00% Reduce -51.3% 73 $14K
Valued Wealth Advisors LLC 0.01% Add +32.1% 70 $13K
Armstrong Advisory Group, Inc. 0.00% No change 70 $13K
Sugarloaf Wealth Management, LLC 0.00% No change 70 $13K
GW&K Investment Management, LLC 0.00% No change 72 $13K
ORG Partners LLC 0.00% No change 68 $13K
NBT Bank, N.A. 0.00% No change 68 $13K
Clearstead Advisors, LLC 0.00% Reduce -32.6% 62 $12K
Signature Resources Capital Management, LLC 0.01% No change 62 $12K
Cornerstone Planning Group LLC 0.00% Reduce -1.7% 58 $11K
CoreCap Advisors, LLC 0.00% Reduce -52.9% 56 $10K
Wolff Wiese Magana LLC 0.01% Reduce -73.6% 52 $10K
Prestige Wealth Management Group LLC 0.00% No change 52 $10K
Whipplewood Advisors, LLC 0.01% — 50 $9K
Grove Bank & Trust 0.00% Reduce -10.9% 49 $9K
Transamerica Financial Advisors, LLC 0.00% No change 45 $9K
Centricity Wealth Management, LLC 0.01% — 47 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -51.0% 47 $9K
City State Bank 0.00% No change 42 $8K
Transce3nd, LLC 0.00% — 42 $8K
Anchor Investment Management, LLC 0.00% Reduce -16.0% 42 $8K
Physician Wealth Advisors, Inc. 0.00% New 40 $7K
AlphaQuest LLC 0.00% New 36 $7K
PSI Advisors, LLC 0.00% No change 35 $7K
2UniFi Bank 0.00% — 35 $7K
Larson Financial Group LLC 0.00% Add +560.0% 33 $6K
Dunhill Financial, LLC 0.00% Add +23.1% 32 $6K
Trust Co. of Vermont 0.00% No change 32 $6K
Salem Investment Counselors Inc. 0.00% Reduce -74.4% 31 $6K
Retirement Wealth Solutions LLC 0.00% — 32 $6K
Sierra Ocean, LLC 0.00% — 29 $5K
Key Financial Inc 0.00% No change 28 $5K
Creekmur Asset Management LLC 0.00% Reduce -40.4% 28 $5K
Clean Yield Group 0.00% No change 27 $5K
Tsfg, LLC 0.00% No change 26 $5K
Synergy Asset Management, LLC 0.00% New 30 $5K
North Star Investment Management Corp. 0.00% New 26 $5K
MPWM Advisory Solutions, LLC 0.00% — 25 $5K
Asset Dedication, LLC 0.00% No change 25 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $4K
DT Investment Partners, LLC 0.00% No change 22 $4K
Darwin Wealth Management, LLC 0.00% No change 22 $4K
Murphy & Mullick Capital Management Corp 0.00% — 21 $4K
Bernard Wealth Management Corp. 0.00% — 20 $4K
Financial Management Professionals, Inc. 0.00% No change 20 $4K
Hollencrest Capital Management 0.00% No change 20 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 18 $3K
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 18 $3K
YANKCOM Partnership 0.00% — 17 $3K
Modus Advisors, LLC 0.00% New 17 $3K
Capital Advisors, Ltd. LLC 0.00% No change 18 $3K
Activest Wealth Management 0.00% Add +6.7% 16 $3K
Raffa Wealth Management, LLC 0.00% Reduce -27.3% 16 $3K
Redwood Park Advisors LLC 0.00% — 15 $3K
Keystone Financial Group, Inc. 0.00% — 15 $3K
Raleigh Capital Management Inc. 0.00% Add +7.1% 15 $3K
Sachetta, LLC 0.00% No change 14 $3K
Eagle Bay Advisors LLC 0.00% Reduce -18.8% 13 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 12 $2K
NewSquare Capital LLC 0.00% New 11 $2K
True Wealth Design, LLC 0.00% Add +28.6% 9 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 9 $2K
Talon Private Wealth, LLC 0.00% No change 9 $2K
Colonial Trust Co / SC 0.00% New 9 $2K
Continuum Advisory, LLC 0.00% No change 8 $1K
Carolinas Wealth Consulting LLC 0.00% Reduce -41.7% 7 $1K
Arax Advisory Partners 0.00% No change 7 $1K
Atlas Capital Advisors Inc. 0.00% No change 7 $1K
Studio Investment Management LLC 0.00% Reduce -37.5% 5 $934
Bell Investment Advisors, Inc 0.00% No change 4 $747
WealthTrak Capital Management LLC 0.00% — 3 $561
Laurel Wealth Advisors LLC 0.00% No change 3 $561
Safe Harbor Fiduciary, LLC 0.00% No change 3 $560
Parkworth Wealth Management, Inc. 0.00% — 3 $560
Principia Wealth Advisory, LLC 0.00% — 3 $560
Winnacle Wealth LLC 0.00% — 3 $420
Private Wealth Management Group, LLC 0.00% No change 2 $374
Pittenger & Anderson Inc. 0.00% No change 2 $374
BOK Financial Private Wealth, Inc. 0.00% Reduce -96.8% 2 $374
New Millennium Group LLC 0.00% New 2 $373
Nvwm, LLC 0.00% New 2 $373
Stance Capital LLC 0.00% — 1 $187
WestEnd Advisors, LLC 0.00% No change 1 $187

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