Darden RestaurantsDRI

13F holders, Q1 2025 (March 31)
1,013holders +66
129new positions
71sold out
8famous investors
$207.67avg. 13F price*

At the end of Q1 2025, 1,013 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, up 66 from Q4 2024. 129 opened new positions and 71 sold out. The largest holders were Capital World Investors ($3.0B), Vanguard Group Inc. ($2.9B) and Capital International Investors ($2.1B). 8 famous investors held it, including Ken Griffin (0.3% of Citadel Advisors's portfolio), Lee Ainslie (0.2% of Maverick Capital's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions129$181.9M
Exits71$329.6M

All 13F filers, Q4 2024 → Q1 2025: 5,502,307 shares bought and 7,353,741 shares sold, net −1,851,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,013 holders

Capital World Investors 0.49% Reduce -2.2% 14,601,950 $3.0B
Vanguard Group Inc. 0.05% Add +0.2% 13,770,371 $2.9B
Capital International Investors 0.42% Add +1.5% 10,224,579 $2.1B
BlackRock, Inc. 0.04% Reduce -0.9% 8,554,629 $1.8B
State Street Corp. 0.04% Reduce -0.3% 4,816,674 $1.0B
Charles Schwab Investment Management Inc. 0.16% Add +6.6% 3,998,200 $830.7M
Raymond James Financial Inc. 0.28% Add +4.6% 3,601,340 $748.2M
Geode Capital Management, LLC 0.05% Add +4.0% 2,958,435 $612.7M
JPMorgan Chase & Co. 0.03% Add +2.9% 1,953,309 $405.8M
Newport Trust Company, LLC 1.01% Reduce -1.2% 1,902,744 $395.3M
Morgan Stanley 0.03% Add +0.4% 1,768,318 $367.4M
Bank of America Corp. 0.03% Add +8.4% 1,683,895 $349.8M
Earnest Partners LLC 1.58% Reduce -1.1% 1,591,909 $330.7M
Northern Trust Corp. 0.04% Reduce -0.3% 1,437,041 $298.6M
Citadel Advisors 0.28% Add +1750.4% 1,368,515 $284.3M
Invesco Ltd. 0.05% Reduce -29.2% 1,320,535 $274.4M
Wellington Management Group LLP 0.05% Reduce -17.3% 1,213,346 $252.1M
Dimensional Fund Advisors LP 0.06% Reduce -5.6% 1,210,825 $251.5M
Bank of New York Mellon Corp 0.04% Reduce -1.6% 1,029,669 $213.9M
Hamlin Capital Management, LLC 4.54% Add +17.6% 913,398 $189.8M
UBS Group AG 0.04% Reduce -43.6% 866,962 $180.1M
Goldman Sachs Group Inc. 0.03% Reduce -26.1% 845,253 $175.6M
Legal & General Group Plc 0.04% Add +3.6% 652,611 $135.6M
Boston Partners 0.16% Reduce -1.3% 652,510 $135.6M
Amundi 0.05% Reduce -29.8% 648,028 $133.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +6.5% 625,449 $129.9M
Massachusetts Financial Services Co. 0.04% Reduce -0.2% 592,222 $123.0M
Prudential Financial Inc. 0.17% Add +27.5% 588,824 $122.3M
Norges Bank 0.02% Add +37.7% 554,029 $115.1M
Balyasny Asset Management L.P. 0.29% Add +28.8% 552,206 $114.7M
Deutsche Bank AG 0.05% Reduce -7.2% 549,045 $114.1M
Sei Investments Co. 0.14% Add +0.5% 516,800 $107.4M
California Public Employees Retirement System 0.07% Reduce -2.5% 449,627 $93.4M
Wells Fargo & Company 0.02% Add +0.4% 440,201 $91.5M
Nuveen, LLC 0.03% — 408,167 $84.8M
J. Safra Sarasin Holding AG 1.45% Reduce -1.5% 384,939 $80.0M
Woodley Farra Manion Portfolio Management Inc. 3.90% Add +1.1% 377,167 $78.4M
Westwood Holdings Group Inc. 0.58% Reduce -19.2% 367,788 $76.4M
Envestnet Asset Management Inc. 0.02% Add +0.6% 361,168 $75.0M
Neuberger Berman Group LLC 0.06% Add +16.9% 354,082 $73.6M
Barclays PLC 0.03% Add +40.8% 332,986 $69.2M
Swiss National Bank 0.05% Reduce -0.4% 330,400 $68.6M
Swiss Life Asset Management Ltd 0.50% Add +2.8% 328,729 $68.3M
DekaBank Deutsche Girozentrale 0.13% Add +1.1% 327,611 $66.6M
Manufacturers Life Insurance Company, The 0.06% Reduce -9.5% 320,069 $66.5M
HSBC Holdings PLC 0.04% Add +28.0% 320,402 $66.4M
Bank of Montreal 0.03% Add +2.6% 305,609 $63.5M
Citigroup Inc. 0.05% Add +5.7% 301,022 $62.5M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -47.5% 301,006 $62.5M
Ameriprise Financial Inc. 0.02% Add +4.8% 296,772 $61.7M
Davidson Kempner Capital Management LP 1.16% Add +286.7% 290,000 $60.3M
T. Rowe Price Associates Inc. 0.01% Add +0.7% 275,907 $57.3M
Macquarie Group Ltd. 0.07% Reduce -19.1% 272,137 $56.5M
AEGON ASSET MANAGEMENT UK Plc 0.81% Add +15.9% 266,934 $55.3M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -3.1% 259,215 $53.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +39.1% 259,201 $53.9M
1832 Asset Management L.P. 0.10% New 258,760 $53.8M
Rhumbline Advisers 0.05% Add +6.3% 255,882 $53.2M
Regions Financial Corp. 0.38% Reduce -1.3% 248,620 $51.7M
BNP Paribas Financial Markets 0.04% Reduce -0.4% 232,362 $48.3M
Great Lakes Advisors, LLC 0.43% Add +3.6% 231,548 $48.0M
FMR LLC 0.00% Add +8.7% 228,439 $47.5M
Junto Capital Management LP 1.07% Reduce -14.2% 224,957 $46.7M
Holocene Advisors, LP 0.14% Reduce -35.3% 224,145 $46.6M
Steward Partners Investment Advisory, LLC 0.40% Add +2.6% 217,707 $45.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.5% 213,084 $44.3M
AQR Capital Management 0.04% Add +144.8% 212,874 $43.7M
Royal Bank of Canada 0.01% Reduce -50.0% 192,474 $40.0M
National Pension Service 0.04% Add +0.3% 191,988 $39.9M
Woodline Partners LP 0.24% Add +3824.2% 177,217 $36.8M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -27.7% 176,396 $36.6M
California State Teachers Retirement System 0.04% Add +0.5% 174,133 $36.2M
Canada Pension Plan Investment Board 0.03% Add +190.1% 165,672 $34.4M
Alliancebernstein L.P. 0.01% Add +9.3% 164,308 $34.1M
Principal Financial Group Inc. 0.02% Add +5.1% 162,340 $33.7M
Mizuho Markets Americas LLC 0.71% No change 157,200 $32.7M
New York State Common Retirement Fund 0.05% Add +1.9% 156,890 $32.6M
Toronto Dominion Bank 0.08% Reduce -42.5% 152,248 $31.6M
US Bancorp \de 0.04% Add +0.1% 146,680 $30.5M
Capital International, Inc. 0.36% Add +6.1% 142,053 $29.5M
Alps Advisors Inc. 0.16% Reduce -10.7% 131,817 $27.4M
Applied Finance Capital Management, LLC 1.96% Reduce -48.2% 128,343 $26.7M
Public Employees Retirement Association of Colorado 0.11% Add +9.4% 127,586 $26.5M
CANADA LIFE ASSURANCE Co 0.05% Add +14.7% 124,781 $26.0M
Victory Capital Management Inc. 0.03% Reduce -23.8% 122,905 $25.5M
Natixis Advisors, LLC 0.04% Add +19.6% 111,819 $23.2M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +11.2% 110,330 $22.6M
New York State Teachers Retirement System 0.05% Reduce -4.1% 104,858 $21.8M
Willis Investment Counsel 1.46% Add +12.8% 104,700 $21.8M
Valley Wealth Managers, Inc. 1.63% Reduce -4.8% 103,464 $21.5M
State Board of Administration of Florida Retirement System 0.04% No change 102,510 $21.3M
LPL Financial LLC 0.01% Add +17.7% 98,839 $20.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -9.1% 97,509 $20.3M
Foundry Partners, LLC 1.03% Add +12.2% 93,293 $19.4M
STRS Ohio 0.08% Add +23.0% 91,000 $18.9M
Prospector Partners LLC 2.06% Reduce -0.4% 85,678 $17.8M
Adage Capital Partners Gp, L.L.C. 0.03% New 83,343 $17.3M
Nordea Investment Management AB 0.02% Reduce -3.2% 82,679 $17.1M
Aviva PLC 0.04% Add +15.3% 81,747 $17.0M
Running Oak Capital LLC 2.03% Reduce -2.4% 81,205 $16.9M
Swedbank AB 0.02% No change 78,329 $16.3M
American Century Companies Inc. 0.01% Reduce -54.8% 78,178 $16.2M
First Trust Advisors LP 0.01% Reduce -46.2% 77,448 $16.1M
National Bank of Canada 0.02% Add +38.5% 76,758 $15.9M
Marshall Wace, LLP 0.02% Add +70.7% 76,747 $15.9M
Synovus Financial Corp. 0.20% Add +0.7% 75,913 $15.8M
Aberdeen Group plc 0.03% Add +97.4% 74,856 $15.5M
Mane Global Capital Management LP 1.22% Reduce -82.6% 74,000 $15.4M
Los Angeles Capital Management LLC 0.07% Reduce -60.3% 73,469 $15.3M
Stifel Financial Corp. 0.02% Reduce -7.8% 73,411 $15.3M
Truist Financial Corp. 0.02% Reduce -2.1% 71,655 $14.9M
Pictet Asset Management Holding SA 0.02% Reduce -0.9% 71,150 $14.8M
Capital Group Private Client Services, Inc. 0.14% Add +16.6% 70,886 $14.7M
Franklin Resources Inc. 0.00% Reduce -0.8% 69,623 $14.5M
Korea Investment CORP 0.03% Add +10.4% 68,006 $14.1M
Skba Capital Management LLC 2.07% Reduce -12.9% 66,795 $13.9M
State of Wisconsin Investment Board 0.04% Add +2.8% 66,143 $13.7M
Point72 Asset Management 0.04% New 65,120 $13.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +2.5% 64,620 $13.4M
PNC Financial Services Group, Inc. 0.01% Add +3.9% 63,900 $13.3M
Picton Mahoney Asset Management 0.45% Add +111.3% 63,615 $13.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -21.9% 63,476 $13.2M
Public Employees Retirement System of Ohio 0.05% Add +57.1% 63,252 $13.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.3% 62,332 $13.0M
Waratah Capital Advisors Ltd. 0.88% New 61,976 $12.9M
Lazard Asset Management LLC 0.02% Add +34.3% 61,616 $12.8M
Armistice Capital, LLC 0.34% New 61,578 $12.8M
Verition Fund Management LLC 0.07% Reduce -38.2% 60,267 $12.5M
Asset Management One Co., Ltd. 0.04% Reduce -1.5% 59,274 $12.3M
Stephens Inc. 0.18% Add +10.6% 58,701 $12.2M
Covington Investment Advisors Inc. 1.89% Add +0.8% 58,486 $12.2M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -5.3% 58,459 $12.1M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -3.5% 57,688 $12.0M
NewEdge Advisors, LLC 0.07% Add +3.5% 57,674 $12.0M
Commerce Bank 0.07% Reduce -7.2% 55,287 $11.5M
Treasurer of the State of North Carolina 0.04% Add +1.3% 53,624 $11.1M
Millennium Management 0.01% Reduce -75.8% 53,488 $11.1M
Royal London Asset Management Ltd. 0.03% Add +10.3% 53,276 $11.1M
Wilmington Savings Fund Society, FSB 0.21% Reduce -6.7% 52,914 $11.0M
Calamos Advisors LLC 0.08% Add +1.1% 52,730 $11.0M
QV Investors Inc. 1.10% Reduce -40.2% 52,482 $10.9M
Voya Investment Management LLC 0.01% Reduce -2.2% 52,476 $10.9M
Ensign Peak Advisors, Inc 0.02% Reduce -13.2% 52,461 $10.9M
Danske Bank A/S 0.03% Reduce -22.3% 52,438 $10.9M
Maverick Capital 0.20% Add +149.8% 52,260 $10.9M
Cetera Investment Advisers 0.02% Add +15.1% 51,410 $10.7M
Beacon Investment Advisory Services, Inc. 0.47% Add +9.8% 48,696 $10.1M
Susquehanna International Group, LLP 0.02% Reduce -79.0% 47,953 $10.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +298.8% 47,657 $9.9M
Marks Group Wealth Management, Inc 0.94% Reduce -6.4% 47,178 $9.8M
GLOBALT Investments LLC / GA 0.40% Add +2.2% 46,802 $9.7M
Williams Jones Wealth Management, LLC. 0.12% No change 45,695 $9.5M
TD Asset Management Inc 0.01% Reduce -0.3% 43,998 $9.1M
World Investment Advisors 0.23% Reduce -0.8% 43,264 $9.0M
Nomura Asset Management Co. Ltd. 0.03% Add +17.2% 41,646 $8.7M
KLP Kapitalforvaltning As 0.04% No change 40,500 $8.4M
Caisse de depot et placement du Quebec 0.02% New 40,012 $8.3M
Knights of Columbus Asset Advisors LLC 0.56% Add +194.2% 39,145 $8.1M
State of New Jersey Common Pension Fund D 0.04% Reduce -7.3% 38,634 $8.0M
Resona Asset Management Co.,Ltd. 0.05% Add +4.2% 37,994 $7.9M
Nisa Investment Advisors, LLC 0.04% Add +5.5% 37,746 $7.8M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -1.5% 37,077 $7.7M
Comerica Bank 0.03% Reduce -5.7% 36,165 $7.5M
M&T Bank Corp 0.03% Reduce -1.1% 35,243 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -13.5% 35,204 $7.3M
Westport Asset Management Inc. 3.53% No change 35,000 $7.3M
Commonwealth Equity Services, LLC 0.01% Reduce -0.8% 34,508 $7.2M
Russell Investments Group, Ltd. 0.01% Reduce -7.8% 33,997 $7.0M
Arizona State Retirement System 0.04% Reduce -0.7% 33,878 $7.0M
Osaic Holdings, Inc. 0.02% Reduce -0.4% 33,149 $6.9M
MetLife Investment Management, LLC 0.04% Reduce -2.1% 33,119 $6.9M
Ellsworth Advisors, LLC 1.79% Reduce -0.5% 32,917 $6.8M
Cullen Investment Group, LTD. 1.03% Add +4.5% 32,660 $6.8M
Royal Fund Management, LLC 0.80% Add +2.5% 31,951 $6.7M
State of Michigan Retirement System 0.04% Reduce -0.3% 31,812 $6.6M
Genus Capital Management Inc. 0.96% — 31,799 $6.6M
MML Investors Services, LLC 0.02% Add +7.3% 31,590 $6.6M
BNP Paribas 0.26% Add +32.8% 30,661 $6.4M
Corebridge Financial, Inc. 0.04% Reduce -3.9% 30,583 $6.4M
Mariner, LLC 0.01% Add +7.6% 30,557 $6.3M
Creative Planning 0.01% Add +51.5% 30,360 $6.3M
Arkadios Wealth Advisors 0.23% Add +1.3% 29,686 $6.2M
Federated Hermes, Inc. 0.01% Add +13.5% 29,419 $6.1M
Jennison Associates LLC 0.00% Add +7.7% 28,495 $5.9M
First Financial Bank - Trust Division 0.57% Reduce -12.4% 28,148 $5.8M
VestGen Advisors, LLC 0.27% — 28,137 $5.8M
Patton Albertson Miller Group, LLC 0.86% Reduce -30.1% 27,798 $5.8M
Geneos Wealth Management Inc. 0.19% Add +13.4% 27,196 $5.7M
Janney Montgomery Scott LLC 0.02% Reduce -1.7% 27,130 $5.6M
Czech National Bank 0.05% Add +5.6% 26,906 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.2% 26,790 $5.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Reduce -19.8% 26,353 $5.5M
Cibc World Markets Corp. 0.04% Add +40.5% 26,041 $5.4M
Virginia Wealth Management Group, Inc. 3.25% Reduce -4.3% 25,351 $5.3M
Forsta Ap-Fonden 0.04% Reduce -11.8% 25,300 $5.3M
Quantinno Capital Management LP 0.03% Add +58.2% 25,274 $5.3M
Retirement Systems of Alabama 0.02% Reduce -1.1% 25,173 $5.2M
Fifth Third Bancorp 0.02% Reduce -2.4% 25,163 $5.2M
Motco 0.55% Reduce -12.1% 25,157 $5.2M
State of Tennessee, Department of Treasury 0.02% Reduce -3.2% 25,127 $5.2M
Night Squared LP 3.03% — 24,697 $5.1M
Mercer Global Advisors Inc. 0.01% Reduce -5.7% 24,366 $5.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -2.4% 24,297 $5.0M
Amalgamated Bank 0.04% Add +1.2% 23,853 $5.0M
Squarepoint Ops LLC 0.01% Add +652.5% 23,755 $4.9M
Groupama Asset Managment 0.10% Add +11.8% 24,025 $4.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.28% No change 23,581 $4.9M
Gotham Asset Management 0.04% Add +8.6% 23,486 $4.9M
Cohen Capital Management, Inc. 0.83% Reduce -0.8% 23,439 $4.9M
TD Waterhouse Canada Inc. 0.04% Reduce -34.4% 23,037 $4.8M
Harrell Investment Partners, LLC 1.42% Add +1.5% 23,033 $4.8M
Captrust Financial Advisors 0.01% Add +4.8% 22,822 $4.7M
Fulton Bank, N.A. 0.19% Reduce -6.7% 22,565 $4.7M
IFM Investors Pty Ltd 0.05% Add +2.7% 22,444 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.4% 22,404 $4.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +8.6% 22,031 $4.6M
Zacks Investment Management 0.04% Add +3.4% 21,964 $4.6M
Xponance LLC 0.04% Add +2.6% 21,886 $4.5M
New Age Alpha Advisors, LLC 0.20% Reduce -51.6% 21,702 $4.5M
Beacon Investment Advisors LLC 2.12% Add +0.2% 21,565 $4.5M
Man Group plc 0.01% Reduce -56.0% 21,446 $4.5M
DNB Asset Management AS 0.02% Reduce -4.2% 20,763 $4.3M
CIBC Asset Management Inc 0.01% Reduce -1.2% 20,386 $4.2M
Van Eck Associates Corp. 0.01% Add +1.9% 20,361 $4.2M
Lion Street Advisors, LLC 1.33% No change 20,142 $4.2M
Cibc World Market Inc. 0.01% Add +13.5% 20,136 $4.2M
PGGM Investments 0.05% Reduce -23.7% 19,606 $4.1M
Forvis Mazars Wealth Advisors, LLC 0.10% Add +5.5% 19,560 $4.1M
Rockefeller Capital Management L.P. 0.01% Add +0.3% 19,508 $4.1M
Utah Retirement Systems 0.05% No change 19,397 $4.0M
Adell Harriman & Carpenter Inc. 0.30% Reduce -10.1% 19,035 $4.0M
SG Americas Securities, LLC 0.01% Add +520.5% 18,852 $3.9M
Sanctuary Advisors, LLC 0.03% Reduce -4.5% 18,783 $3.9M
USS Investment Management Ltd 0.03% Reduce -43.5% 18,719 $3.9M
Schroder Investment Management Group 0.00% Reduce -8.1% 18,883 $3.9M
Bridgewater Associates 0.02% Reduce -44.9% 18,612 $3.9M
ASR Vermogensbeheer N.V. 0.06% — 18,251 $3.8M
Decatur Capital Management, Inc. 1.95% New 18,063 $3.8M
ProShare Advisors LLC 0.01% Add +4.0% 17,747 $3.7M
HighTower Advisors, LLC 0.01% Add +1.6% 17,734 $3.7M
Caliber Wealth Management, LLC / KS 0.50% — 17,548 $3.6M
J.W. Cole Advisors, Inc. 0.11% Add +896.0% 17,421 $3.6M
Police & Firemen's Retirement System of New Jersey 0.04% No change 17,251 $3.6M
Capital International Sarl 0.08% Add +58.9% 17,188 $3.6M
Daiwa Securities Group Inc. 0.02% Add +10.9% 17,171 $3.6M
Teacher Retirement System of Texas 0.01% Reduce -85.7% 17,130 $3.6M
Focus Partners Wealth 0.01% Reduce -4.5% 17,109 $3.6M
Agp Franklin, LLC 2.17% Add +1.3% 17,657 $3.5M
Peddock Capital Advisors, LLC 0.89% Reduce -2.6% 16,897 $3.5M
Siemens Fonds Invest GmbH 0.24% Reduce -0.9% 16,728 $3.5M
KBC Group NV 0.01% Add +24.3% 16,616 $3.5M
LRT Capital Management, LLC 2.36% New 16,551 $3.4M
Bayesian Capital Management, LP 0.57% Add +40.4% 16,500 $3.4M
Cerity Partners LLC 0.01% Add +41.9% 16,464 $3.4M
Choreo, LLC 0.05% Add +46.0% 16,248 $3.4M
CIBC Private Wealth Group LLC 0.01% Add +5.8% 18,009 $3.4M
O'shaughnessy Asset Management, LLC 0.03% Add +25.5% 16,164 $3.4M
Fruth Investment Management 0.94% Reduce -2.0% 16,150 $3.4M
Baird Financial Group, Inc. 0.01% Add +5.7% 16,024 $3.3M
Pathstone Holdings, LLC 0.01% Add +6.8% 16,014 $3.3M
Public Sector Pension Investment Board 0.01% Add +7.8% 15,865 $3.3M
First Citizens Bank & Trust Co. 0.08% Add +1.6% 15,744 $3.3M
New York Life Investment Management LLC 0.03% Reduce -0.8% 15,706 $3.3M
Keybank National Association 0.01% Reduce -1.5% 15,608 $3.2M
Ceeto Capital Group, LLC 1.22% No change 15,500 $3.2M
Rodgers Brothers Inc. 0.42% Reduce -0.7% 15,242 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +31.8% 15,230 $3.2M
United Community Bank 1.18% Reduce -14.6% 15,199 $3.2M
Comprehensive Financial Consultants Institutional, Inc. 1.12% Add +1.8% 15,180 $3.2M
Hennessy Advisors Inc. 0.10% Reduce -4.5% 14,900 $3.1M
Bank of Nova Scotia 0.01% Reduce -23.4% 14,739 $3.1M
Janus Henderson Group PLC 0.00% Add +9.8% 14,709 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.9% 14,489 $3.0M
Nissay Asset Management Corp. /Japan 0.02% Add +0.8% 14,375 $3.0M
Phoenix Wealth Advisors 1.29% Reduce -2.0% 14,303 $3.0M
Advisory Services Network, LLC 0.06% Add +9.2% 14,261 $3.0M
Oppenheimer Asset Management Inc. 0.04% Add +1.7% 14,013 $2.9M
Landscape Capital Management, L.L.C. 0.26% New 13,888 $2.9M
Berry Wealth Group, LP 2.25% Reduce -0.8% 13,845 $2.9M
Ieq Capital, LLC 0.02% Add +786.8% 13,798 $2.9M
Agf Management Ltd. 0.02% Reduce -8.8% 13,740 $2.9M
Shell Asset Management Co. 0.14% Reduce -3.4% 13,721 $2.9M
State of Alaska, Department of Revenue 0.03% Add +2.4% 13,725 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -22.7% 13,632 $2.8M
Bokf, NA 0.05% Reduce -10.5% 13,518 $2.8M
UniSuper Management Pty Ltd 0.02% Reduce -6.6% 13,420 $2.8M
Congress Asset Management Co. 0.02% Reduce -10.1% 13,270 $2.8M
Americana Partners, LLC 0.11% Add +5.5% 13,164 $2.7M
Stonebrook Private Inc. 0.71% Add +1.9% 13,163 $2.7M
Zurich Insurance Group Ltd 0.02% No change 13,160 $2.7M
Ethic Inc. 0.05% Add +13.4% 12,797 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -24.9% 12,891 $2.7M
Mystic Asset Management, Inc. 0.70% No change 12,822 $2.7M
Scissortail Wealth Management, LLC 0.68% Reduce -1.0% 12,751 $2.6M
Vista Investment Partners LLC 0.81% New 12,745 $2.6M
SteelPeak Wealth, LLC 0.11% New 12,577 $2.6M
Corient Private Wealth LP 0.00% Reduce -20.7% 12,497 $2.6M
OP Asset Management Ltd 0.04% — 12,466 $2.6M
Jefferies Financial Group Inc. 0.05% Add +35.1% 12,317 $2.6M
Bragg Financial Advisors, Inc 0.10% Reduce -3.0% 12,271 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +15.1% 12,236 $2.5M
First Business Financial Services, Inc. 0.25% Add +7.3% 12,070 $2.5M
Atlantic Edge Private Wealth Management, LLC 0.77% Add +0.7% 12,060 $2.5M
Magnetar Financial LLC 0.04% New 11,973 $2.5M
Capital Analysts, LLC 0.09% Add +1.4% 11,878 $2.5M
Valley National Advisers Inc. 0.44% Add +2.0% 11,867 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -4.7% 11,818 $2.5M
Blue Trust, Inc. 0.03% Add +8.4% 11,802 $2.5M
Mackenzie Financial Corp. 0.00% Add +10.6% 11,800 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -2.4% 11,757 $2.4M
Allianz Asset Management GmbH 0.00% Add +10.7% 11,523 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.9% 11,225 $2.3M
Plimoth Trust Co. LLC 0.61% Reduce -8.0% 11,212 $2.3M
CW Advisors, LLC 0.03% Reduce -6.4% 11,200 $2.3M
Storebrand Asset Management As 0.01% Add +38.1% 11,016 $2.3M
Financial Counselors Inc. 0.03% Reduce -3.8% 10,993 $2.3M
HM Payson & Co. 0.04% No change 10,827 $2.2M
F/m Investments LLC 0.09% Reduce -4.1% 10,775 $2.2M
Peterson Wealth Services 0.70% Add +8.2% 10,682 $2.2M
Marco Investment Management LLC 0.21% Reduce -4.5% 10,675 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +16.8% 10,619 $2.2M
Wolverine Trading, LLC 0.07% Reduce -41.6% 10,750 $2.2M
Sowell Financial Services LLC 0.10% New 10,602 $2.2M
Rakuten Investment Management, Inc. 0.01% — 10,707 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +24.0% 10,514 $2.2M
Credit Agricole S A 0.01% Reduce -73.2% 10,274 $2.1M
Glenmede Trust Co. NA 0.01% Add +16.5% 10,180 $2.1M
Advisors Asset Management, Inc. 0.04% Reduce -1.7% 10,157 $2.1M
Jacobi Capital Management LLC 0.16% Add +5.3% 10,138 $2.1M
Oregon Public Employees Retirement Fund 0.04% Add +0.1% 10,080 $2.1M
Sagespring Wealth Partners, LLC 0.05% Add +8.8% 10,026 $2.1M
Quadrature Capital Ltd 0.05% New 10,012 $2.1M
Atria Investments, Inc 0.03% Add +11.0% 9,864 $2.0M
Canandaigua National Bank & Trust Co. 0.20% Reduce -0.5% 9,752 $2.0M
AXA S.A. 0.01% Add +13.9% 9,683 $2.0M
Jane Street Group, LLC 0.00% Reduce -59.6% 9,674 $2.0M
Bowman & Co S.C. 0.98% Add +5.7% 9,583 $2.0M
Empowered Funds, LLC 0.03% Reduce -23.1% 9,486 $2.0M
Oppenheimer & Co. Inc. 0.03% Add +1.8% 9,401 $2.0M
Western Wealth Management, LLC 0.13% Reduce -0.5% 9,387 $2.0M
Mizuho Securities USA LLC 0.04% Reduce -15.8% 9,380 $1.9M
Tredje AP-fonden 0.02% No change 9,378 $1.9M
Crossmark Global Holdings, Inc. 0.03% Add +8.7% 9,352 $1.9M
Citizens Financial Group Inc. 0.04% Reduce -1.7% 9,173 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -0.2% 9,169 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% Add +3.6% 9,072 $1.9M
Dynamic Technology Lab Private Ltd 0.27% Add +295.2% 9,026 $1.9M
Andra AP-fonden 0.03% Reduce -73.0% 8,891 $1.8M
Wealthfront Advisers LLC 0.00% Add +30.2% 8,818 $1.8M
Kestra Advisory Services, LLC 0.01% Add +6.7% 8,728 $1.8M
Versor Investments LP 0.29% Reduce -10.3% 8,695 $1.8M
Aigen Investment Management, LP 0.29% New 8,683 $1.8M
Park Avenue Securities LLC 0.02% Add +1.5% 8,627 $1.8M
Moody National Bank Trust Division 0.19% Reduce -1.6% 8,559 $1.8M
Magnolia Capital Advisors LLC 0.48% Reduce -2.2% 8,522 $1.8M
Rafferty Asset Management, LLC 0.01% Reduce -22.3% 8,495 $1.8M
Quantitative Investment Management, LLC 0.16% New 8,484 $1.8M
Cadence Bank 0.13% Reduce -0.3% 8,445 $1.8M
Twin Capital Management Inc. 0.20% Add +445.7% 8,354 $1.7M
Vista Investment Partners Ii, LLC 0.94% New 8,195 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -1.1% 8,132 $1.7M
CX Institutional 0.06% Add +4.6% 8,122 $1.7M
Baldwin Investment Management, LLC 0.20% Add +0.3% 8,048 $1.7M
Kentucky Retirement Systems 0.05% Reduce -1.7% 8,000 $1.7M
Simmons Bank 0.12% Reduce -6.2% 7,871 $1.6M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.6M
Aurora Investment Counsel 0.90% Reduce -36.3% 7,817 $1.6M
Portfolio Design Labs, LLC 0.33% Reduce -33.7% 7,803 $1.6M
Dark Forest Capital Management LP 0.07% Add +253.7% 7,798 $1.6M
Tectonic Advisors LLC 0.10% Reduce -2.1% 7,744 $1.6M
Coastline Trust Co 0.20% No change 7,744 $1.6M
Family Legacy, Inc. 0.54% Add +2.1% 7,601 $1.6M
Achmea Investment Management B.V. 0.02% New 7,554 $1.6M
Martingale Asset Management L P 0.04% Reduce -32.0% 7,544 $1.6M
Affinity Investment Advisors, LLC 1.27% Reduce -1.4% 7,516 $1.6M
Commonwealth Retirement Investments LLC 0.63% Add +3.0% 7,448 $1.5M
Mediolanum International Funds Ltd 0.02% Reduce -13.2% 7,495 $1.5M
Blair William & Co. 0.00% Reduce -0.9% 7,277 $1.5M
Assenagon Asset Management S.A. 0.00% Add +1.5% 7,261 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.0% 7,172 $1.5M
MAI Capital Management 0.01% Add +1.5% 7,125 $1.5M
Apollon Wealth Management, LLC 0.03% Add +12.6% 7,105 $1.5M
CCM Investment Group, LLC 0.16% Reduce -26.8% 7,194 $1.5M
&partners 0.02% Reduce -9.6% 7,152 $1.5M
GAM Holding AG 0.11% Add +12.5% 6,924 $1.4M
NEOS Investment Management LLC 0.03% Add +22.1% 6,917 $1.4M
Retireful, LLC 1.36% Reduce -17.7% 6,995 $1.4M
Cwm, LLC 0.01% Add +115.3% 6,759 $1.4M
Candriam S.C.A. 0.01% Add +8.3% 6,748 $1.4M
Snowden Capital Advisors LLC 0.05% Add +8.8% 6,732 $1.4M
Private Advisor Group, LLC 0.01% Reduce -17.0% 6,729 $1.4M
Sfmg, LLC 0.11% Add +0.5% 6,709 $1.4M
Cordgrass Capital Advisors, LLC 0.40% Reduce -39.8% 6,672 $1.4M
Capstone Financial Advisors, Inc. 0.09% Add +0.0% 6,622 $1.4M
Guggenheim Capital LLC 0.01% Reduce -39.4% 6,600 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -38.2% 6,568 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +42.1% 6,515 $1.4M
Ascent Group, LLC 0.06% Reduce -4.0% 6,475 $1.3M
Level Four Advisory Services, LLC 0.06% Reduce -0.2% 6,441 $1.3M
Apexium Financial, LP 0.08% New 6,385 $1.3M
Greatmark Investment Partners, Inc. 0.18% No change 6,372 $1.3M
CI Investments Inc. 0.01% Add +11.9% 6,345 $1.3M
Knollwood Investment Advisory, LLC 0.15% No change 6,332 $1.3M
Louisiana State Employees Retirement System 0.03% No change 6,300 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -1.6% 6,217 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.5% 6,100 $1.3M
James Investment Research, Inc. 0.16% Reduce -5.1% 6,134 $1.3M
Bessemer Group Inc. 0.00% Add +5.7% 6,122 $1.3M
Eastern Bank 0.02% Reduce -34.0% 6,068 $1.3M
Invera Wealth Advisors, LLC 0.81% New 6,052 $1.3M
Huntington National Bank 0.01% Reduce -4.7% 5,942 $1.2M
Norinchukin Bank, The 0.02% Add +14.4% 5,915 $1.2M
USA Financial Formulas 0.20% New 5,874 $1.2M
South Dakota Investment Council 0.02% No change 5,872 $1.2M
Unigestion Holding SA 0.07% Add +101.0% 5,830 $1.2M
SevenBridge Financial Group, LLC 0.24% New 5,935 $1.2M
WINTON GROUP Ltd 0.07% New 5,790 $1.2M
M&G PLC 0.01% No change 5,752 $1.2M
Allstate Corp. 0.03% Add +66.5% 5,722 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -11.1% 5,662 $1.2M
Caas Capital Management LP 0.55% New 5,610 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -3.5% 5,476 $1.1M
Maryland State Retirement & Pension System 0.03% Reduce -12.5% 5,477 $1.1M
Alaska Permanent Fund Corp 0.02% No change 5,664 $1.1M
Copperwynd Financial, LLC 0.31% Add +1.7% 5,419 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -38.9% 5,388 $1.1M
SS&H Financial Advisors, Inc. 0.41% No change 5,310 $1.1M
Eagle Harbor Asset Management Inc. 1.10% Reduce -4.8% 5,239 $1.1M
LM Advisors LLC 0.20% Reduce -13.9% 5,223 $1.1M
Chicago Partners Investment Group LLC 0.04% Add +5.4% 5,347 $1.1M
LMG Wealth Partners, LLC 0.23% New 5,051 $1.0M
HB Wealth Management, LLC 0.01% Add +8.1% 5,029 $1.0M
Jones Financial Companies LLLP 0.00% Add +16.0% 5,087 $1.0M
Frank, Rimerman Advisors LLC 0.08% Add +1.6% 4,977 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 4,958 $1.0M
Buck Wealth Strategies, LLC 0.19% New 4,941 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% — 4,707 $1.0M
Vaughan David Investments LLC 0.02% No change 4,837 $1.0M
Natixis 0.01% New 4,849 $1.0M
Associated Banc-Corp 0.03% Add +0.2% 4,828 $1.0M
AlTi Global, Inc. 0.03% Add +0.1% 4,805 $998K
Lauterbach Financial Advisors, LLC 0.62% No change 4,800 $997K
Flputnam Investment Management Co. 0.02% Reduce -0.1% 4,776 $992K
Ostrum Asset Management 0.05% Reduce -38.6% 4,755 $988K
Freedom Investment Management, Inc. 0.08% Reduce -15.2% 4,749 $987K
Saxon Interests, Inc. 0.46% Reduce -0.9% 4,741 $985K
Metis Global Partners, LLC 0.03% Add +18.1% 4,694 $975K
LBP Am SA 0.01% No change 4,654 $967K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +2.7% 4,612 $958K
Intech Investment Management LLC 0.01% Reduce -21.1% 4,612 $958K
Catalyst Capital Advisors LLC 0.02% Reduce -6.7% 4,533 $942K
Rothschild Investment LLC 0.06% Reduce -0.3% 4,532 $942K
Northwest & Ethical Investments L.P. 0.03% Add +547.7% 4,534 $941K
Searle & Co. 0.27% No change 4,500 $935K
Roanoke Asset Management Corp./ NY 0.32% No change 4,495 $934K
Integrity Alliance, Llc. 0.04% New 4,484 $932K
GAMMA Investing LLC 0.07% Add +124.2% 4,471 $929K
Checchi Capital Advisers, LLC 0.07% Add +6.1% 4,463 $927K
Sheets Smith Wealth Management 0.11% Add +7.2% 4,445 $923K
Kestra Private Wealth Services, LLC 0.02% Add +40.0% 4,390 $912K
United Capital Financial Advisors, LLC 0.01% Add +2.6% 4,389 $912K
MGB Wealth Management, LLC 0.33% Add +9.0% 4,414 $912K
Trexquant Investment LP 0.01% New 4,362 $906K
Aptus Capital Advisors, LLC 0.01% New 4,335 $901K
Empirical Finance, LLC 0.05% Add +3.3% 4,327 $899K
OMERS ADMINISTRATION Corp 0.01% Reduce -14.2% 4,270 $887K
Lee Danner & Bass Inc. 0.07% Reduce -1.1% 4,240 $881K
Farmers Trust Co. 0.17% No change 4,229 $879K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +10.3% 4,190 $871K
Live Oak Investment Partners 0.68% New 4,128 $858K
Contravisory Investment Management, Inc. 0.18% New 4,098 $851K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Add +1.5% 4,053 $849K
Keyes, Stange & Wooten Wealth Management, LLC 0.47% Reduce -3.6% 4,017 $835K
NorthCrest Asset Manangement, LLC 0.03% Add +6.0% 4,007 $832K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -36.6% 4,000 $831K
SFE Investment Counsel 0.16% Add +10.3% 3,945 $820K
Board of the Pension Protection Fund 0.92% Reduce -20.4% 3,900 $810K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.2% 3,725 $774K
Nomura Holdings Inc. 0.00% Reduce -96.3% 3,694 $767K
Greenleaf Trust 0.01% Add +1.6% 3,688 $766K
Advocate Group LLC 0.14% Reduce -0.4% 3,682 $765K
Qsemble Capital Management, LP 0.08% New 3,674 $763K
Pinnacle West Asset Management, Inc. 0.55% Add +3.4% 3,670 $762K
Integrated Advisors Network LLC 0.04% Add +203.3% 3,637 $756K
Hennion & Walsh Asset Management, Inc. 0.03% Add +129.5% 3,635 $755K
EagleClaw Capital Managment, LLC 0.12% No change 3,622 $753K
Howland Capital Management LLC 0.03% Add +5.9% 3,608 $750K
Vident Advisory, LLC 0.01% Add +42.9% 3,588 $746K
IFP Advisors, Inc 0.02% Reduce -0.4% 3,551 $738K
Farmers National Bank 0.21% Add +3.4% 3,537 $735K
Allworth Financial LP 0.00% Reduce -6.6% 3,610 $724K
Vontobel Holding Ltd. 0.00% Add +27.6% 3,475 $722K
Benjamin Edwards Inc. 0.01% Reduce -34.0% 3,471 $721K
Sienna Gestion 0.06% No change 3,536 $714K
Townsquare Capital LLC 0.01% Reduce -1.6% 3,434 $713K
Atria Wealth Solutions, Inc. 0.01% Reduce -6.6% 3,419 $710K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -26.3% 3,407 $708K
Ascentis Independent Advisors 0.14% Add +25.8% 3,401 $707K
Financial Harvest, LLC 0.58% New 14,014 $704K
Lanark Financial, Inc. 0.06% — 3,375 $701K
Abn Amro Investment Solutions 0.01% Add +26.4% 3,361 $698K
Exchange Traded Concepts, LLC 0.01% Reduce -10.0% 3,336 $693K
AdvisorShares Investments LLC 0.14% Reduce -17.5% 3,293 $690K
Ontario Teachers Pension Plan Board 0.01% Add +36.5% 3,315 $689K
Investment Management Corp of Ontario 0.01% New 3,299 $685K
Sterling Capital Management LLC 0.01% Reduce -24.2% 3,281 $682K
Coldstream Capital Management Inc. 0.01% Add +2.1% 3,266 $679K
Hilltop Holdings Inc. 0.04% Add +26.4% 3,202 $665K
Crux Wealth Advisors 0.35% Reduce -26.3% 3,200 $665K
Jump Financial, LLC 0.01% Add +32.4% 3,191 $663K
Navellier & Associates Inc. 0.09% Reduce -25.6% 3,254 $660K
Everstar Asset Management, LLC 0.44% New 3,174 $659K
Whittier Trust Co. 0.01% Reduce -76.5% 3,143 $653K
Engineers Gate Manager LP 0.01% New 3,140 $652K
Concurrent Investment Advisors, LLC 0.02% Reduce -18.7% 3,127 $650K
Dynamic Advisor Solutions LLC 0.02% Add +5.9% 3,122 $649K
Weiss Asset Management LP 0.03% New 3,100 $644K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.5% 3,047 $633K
Jeppson Wealth Management, LLC 0.23% Reduce -0.0% 3,039 $631K
Harbour Investments, Inc. 0.02% Add +2.7% 3,006 $625K
Pring Turner Capital Group Inc. 0.39% No change 3,000 $623K
Montgomery Investment Management Inc. 0.25% No change 3,000 $623K
Ar Asset Management Inc. 0.14% No change 3,000 $623K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,000 $623K
NorthCoast Asset Management LLC 0.00% Add +2.7% 2,970 $617K
Mutual Advisors, LLC 0.02% Reduce -6.9% 3,073 $612K
Prime Capital Investment Advisors, LLC 0.01% Add +8.2% 2,938 $610K
Teza Capital Management LLC 0.28% Add +166.8% 2,929 $609K
Evergreen Capital Management LLC 0.02% Add +2.3% 2,922 $607K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.5% 2,913 $604K
Kiker Wealth Management, LLC 0.41% Reduce -7.8% 2,894 $601K
Tidal Investments LLC 0.01% Reduce -20.5% 2,879 $598K
Caprock Group, LLC 0.02% Reduce -13.8% 2,855 $593K
Smartleaf Asset Management LLC 0.06% Add +35.6% 2,877 $590K
DoubleLine ETF Adviser LP 0.20% New 2,839 $590K
OneAscent Financial Services LLC 0.04% Add +102.4% 2,826 $588K
HighPoint Advisor Group LLC 0.03% Add +4.8% 2,949 $586K
Impact Partnership Wealth, LLC 0.13% Reduce -29.2% 2,822 $586K
Brandywine Oak Private Wealth LLC 0.06% No change 2,773 $576K
King Wealth Management Group 0.09% No change 2,765 $574K
Nicholas Investment Partners, LP 0.07% New 2,755 $572K
Orion Porfolio Solutions, LLC 0.01% Reduce -53.1% 2,741 $569K
Orion Portfolio Solutions, LLC 0.01% Reduce -53.1% 2,741 $569K
Confluence Wealth Services, Inc. 0.04% Reduce -26.7% 2,814 $568K
ZWJ Investment Counsel Inc. 0.02% No change 2,703 $562K
Johnson Investment Counsel Inc. 0.01% Reduce -3.5% 2,697 $560K
OmniStar Financial Group, Inc. 0.44% Reduce -44.2% 2,685 $560K
Bridgefront Capital, LLC 0.16% Reduce -14.9% 2,696 $560K
Aspire Growth Partners LLC 0.50% Add +4.7% 2,824 $559K
V-Square Quantitative Management LLC 0.08% Reduce -1.5% 2,687 $558K
Old National Bancorp 0.01% Reduce -1.6% 2,619 $544K
SPC Financial, Inc. 0.05% Reduce -11.4% 2,613 $543K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -1.1% 2,611 $542K
United Services Automobile Association 0.02% New 2,619 $537K
Old Port Advisors 0.16% Add +0.0% 2,557 $531K
Merit Financial Group, LLC 0.01% New 2,531 $526K
Belpointe Asset Management LLC 0.03% Add +30.0% 2,522 $524K
Hickory Point Bank & Trust 0.46% No change 2,520 $524K
Wendell David Associates Inc. 0.05% No change 2,500 $519K
Principal Securities, Inc. 0.01% No change 2,774 $518K
Nations Financial Group Inc, /Ia/ 0.04% Add +3.8% 2,488 $517K
Stonebridge Capital Advisors LLC 0.04% Reduce -2.0% 2,475 $514K
Blackston Financial Advisory Group, LLC 0.35% Reduce -17.0% 2,460 $511K
Independent Advisor Alliance 0.02% Reduce -3.2% 2,457 $510K
Leavell Investment Management, Inc. 0.02% Reduce -2.2% 2,425 $504K
Kozak & Associates, Inc. 0.12% Add +0.7% 2,507 $500K
Optimum Investment Advisors 0.23% No change 2,380 $494K
D.A. Davidson & Co. 0.00% No change 2,372 $493K
MIdWestOne Financial Group, Inc. 0.07% No change 2,368 $492K
Cresset Asset Management, LLC 0.00% Reduce -27.1% 2,348 $488K
Burney Co./ 0.02% Add +18.3% 2,347 $488K
Vestcor Inc 0.02% Add +0.2% 2,333 $485K
Mgo One Seven LLC 0.02% Add +85.6% 2,331 $484K
Sequoia Financial Advisors, LLC 0.00% Add +5.1% 2,316 $481K
Machina Capital S.A.S. 0.14% New 2,303 $478K
Apella Capital, LLC 0.02% Add +16.4% 2,430 $477K
Burns Matteson Capital Management, LLC 0.26% Add +6.3% 2,293 $476K
Quadrant Capital Group LLC 0.02% Add +255.4% 2,289 $476K
First Horizon Advisors, Inc. 0.01% Reduce -5.4% 2,288 $475K
180 Wealth Advisors, LLC 0.08% Add +1.5% 2,285 $475K
Burke & Herbert Bank & Trust Co. 0.11% No change 2,259 $469K
Signaturefd, LLC 0.01% Add +4.5% 2,257 $469K
Moore Capital Management, LP 0.02% New 2,250 $467K
Choate Investment Advisors 0.01% Add +1.1% 2,231 $464K
Ossiam 0.01% Add +127.5% 2,220 $461K
Focus Partners Advisor Solutions, LLC 0.01% Add +85.2% 2,208 $459K
NavPoint Financial, Inc. 0.32% No change 2,204 $458K
Gilliland Jeter Wealth Management LLC 0.16% Add +0.1% 2,204 $458K
Excalibur Management Corp. 0.18% No change 2,195 $456K
Lifeworks Advisors, LLC 0.08% New 2,185 $454K
Jain Global LLC 0.01% Reduce -64.3% 2,179 $453K
Impact Investors, Inc 0.35% No change 2,170 $451K
Profund Advisors LLC 0.02% Reduce -25.8% 2,169 $451K
Center for Financial Planning, Inc. 0.06% Add +10.0% 2,145 $446K
FWG Holdings, LLC 0.22% No change 2,241 $446K
Norden Group LLC 0.05% Reduce -7.8% 2,140 $445K
Ritholtz Wealth Management 0.01% Add +0.1% 2,136 $444K
Synergy Investment Management, LLC 0.18% Reduce -4.8% 2,125 $441K
Venturi Wealth Management, LLC 0.02% Add +3.1% 2,119 $440K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 2,117 $440K
Intrust Bank NA 0.04% Reduce -9.1% 2,102 $437K
Appleton Partners Inc. 0.03% Reduce -11.9% 2,081 $432K
Rossmore Private Capital 0.05% Add +0.1% 2,076 $431K
Mufg Securities Americas Inc. 0.05% Add +19.5% 2,074 $431K
1620 Investment Advisors, Inc. 0.33% Add +2.0% 2,057 $427K
International Assets Investment Management, LLC 0.04% Add +1.0% 2,041 $424K
Trillium Asset Management, LLC 0.01% Reduce -1.0% 2,041 $424K
Sage Private Wealth Group, LLC 0.32% Reduce -5.5% 2,039 $424K
TD Private Client Wealth LLC 0.01% Add +3.3% 2,029 $422K
Beverly Hills Private Wealth, LLC 0.08% Add +3.7% 2,024 $421K
Romano Brothers and Company 0.05% Add +8.0% 2,024 $421K
Lido Advisors, LLC 0.00% Reduce -0.6% 2,015 $419K
Cary Street Partners Financial LLC 0.01% Add +1.3% 2,010 $418K
Wesbanco Bank Inc. 0.01% Add +1.3% 2,003 $416K
Corient IA LP 0.30% — 2,000 $416K
Acima Private Wealth, LLC 0.15% No change 2,000 $416K
Hemenway Trust Co LLC 0.03% Reduce -0.7% 2,000 $416K
Trust Co. of Toledo NA 0.05% Reduce -4.3% 1,998 $415K
Evoke Wealth, LLC 0.01% Add +9.2% 1,992 $414K
Pallas Capital Advisors LLC 0.02% New 1,990 $413K
1ST Source Bank 0.02% Reduce -11.8% 1,989 $413K
Covenant Partners, LLC 0.13% Reduce -4.0% 1,975 $410K
Trustmark Bank Trust Department 0.03% Add +0.3% 1,964 $408K
Harvest Fund Management Co., Ltd 0.02% Add +302.7% 1,957 $407K
Ballentine Partners, LLC 0.01% Add +2.4% 1,926 $400K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.6% 1,925 $400K
Asahi Life Asset Management Co., LTD. 0.26% New 1,900 $395K
SageView Advisory Group, LLC 0.02% Add +1.2% 1,885 $392K
Schonfeld Strategic Advisors LLC 0.00% Add +0.2% 1,871 $389K
Severin Investments, LLC 0.39% Add +4.5% 1,865 $388K
Avior Wealth Management, LLC 0.01% Reduce -0.2% 1,863 $387K
Berkshire Asset Management LLC 0.02% No change 1,944 $387K
Hodges Capital Management Inc. 0.04% Add +0.1% 1,848 $384K
Dumont & Blake Investment Advisors LLC 0.11% No change 1,832 $381K
Waverly Advisors, LLC 0.00% Add +2.3% 1,831 $380K
First United Bank & Trust 0.14% No change 1,825 $379K
AMG National Trust Bank 0.01% No change 1,800 $374K
GMO 0.00% New 1,800 $374K
DAVENPORT & Co LLC 0.00% Add +8.7% 1,796 $373K
Destiny Wealth Partners, LLC 0.06% Reduce -10.1% 1,791 $372K
Fulcrum Capital LLC 0.08% Add +21.3% 1,789 $372K
Wambolt & Associates, LLC 0.13% No change 1,773 $372K
Brown Brothers Harriman & Co. 0.00% Add +1.4% 1,781 $370K
Atlanta Consulting Group Advisors, LLC 0.11% Reduce -12.7% 1,779 $370K
McDonald Partners LLC 0.10% Reduce -11.3% 1,775 $369K
Hall Capital Management Co. Inc. 0.17% Add +10.3% 1,766 $367K
Transcend Capital Advisors, LLC 0.03% Reduce -0.3% 1,761 $366K
Syon Capital LLC 0.03% Add +11.9% 1,760 $366K
IHT Wealth Management, LLC 0.01% Reduce -4.8% 1,755 $365K
RD Lewis Holdings, Inc. 0.41% Reduce -10.8% 1,783 $364K
Venture Visionary Partners LLC 0.02% Add +0.1% 1,740 $362K
Bank & Trust Co 0.29% No change 1,738 $361K
Horizon Investments, LLC 0.01% Add +4.3% 1,747 $360K
Praxis Investment Management Inc. 0.02% Reduce -0.6% 1,730 $359K
Centiva Capital, LP 0.02% New 1,716 $357K
RFG - Bristol Wealth Advisors, LLC 0.12% Add +10.0% 1,715 $356K
Aegis Wealth Management LLC 0.21% Reduce -1.2% 1,704 $354K
NTV Asset Management LLC 0.05% Reduce -1.1% 1,700 $353K
Rehmann Capital Advisory Group 0.02% Add +10.3% 1,667 $346K
Patron Partners, LLC 0.19% No change 1,666 $346K
Composition Wealth, LLC 0.01% Add +1.6% 1,659 $345K
Banque Cantonale Vaudoise 0.02% — 1,649 $343K
Great Valley Advisor Group, Inc. 0.01% Reduce -9.9% 1,650 $343K
Modera Wealth Management, LLC 0.00% Add +0.7% 1,627 $338K
Bay Capital Advisors, LLC 0.28% Reduce -10.4% 1,613 $335K
Embree Financial Group 0.06% Reduce -2.5% 1,608 $334K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.3% 1,607 $334K
Parallel Advisors, LLC 0.01% Add +6.6% 1,606 $334K
Wetzel Investment Advisors, Inc. 0.17% Reduce -1.9% 1,602 $333K
Generali Asset Management SPA SGR 0.01% Reduce -29.3% 1,602 $333K
Ahl Investment Management, Inc. 0.23% Reduce -36.0% 1,600 $332K
New England Research & Management, Inc. 0.17% No change 1,591 $331K
Advisor Resource Council 0.03% New 1,593 $331K
MBB Public Markets I LLC 0.04% New 1,589 $330K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.9% 1,567 $326K
Mainstream Capital Management LLC 0.26% Reduce -1.3% 1,562 $325K
StoneX Group Inc. 0.02% Add +9.6% 1,553 $323K
Rwa Wealth Partners, LLC 0.00% Reduce -3.7% 1,544 $321K
Plato Investment Management Ltd 0.03% Add +2.4% 1,526 $320K
Laffer Tengler Investments, Inc. 0.08% Add +2.7% 1,538 $320K
Brooklyn Investment Group 0.07% Add +89.7% 1,525 $317K
Brown Capital Management LLC 0.01% Reduce -34.2% 1,506 $313K
Founders Capital Management, LLC 0.06% No change 1,500 $312K
Tower Bridge Advisors 0.04% No change 1,500 $312K
EP Wealth Advisors, LLC 0.00% Add +11.1% 1,500 $312K
Visionary Wealth Advisors 0.02% No change 1,490 $310K
Fiduciary Financial Group, LLC 0.07% Reduce -7.3% 1,611 $309K
Avidian Wealth Enterprises, LLC 0.01% Add +2.8% 1,486 $309K
Powers Advisory Group, LLC 0.15% Add +0.3% 1,485 $309K
Journey Strategic Wealth LLC 0.01% Reduce -0.6% 1,483 $308K
RW Investment Management LLC 0.04% No change 1,451 $301K
Forum Financial Management, LP 0.01% Reduce -25.8% 1,450 $301K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -0.8% 1,431 $297K
GeoWealth Management, LLC 0.01% Reduce -9.1% 1,427 $296K
Spire Wealth Management 0.01% Add +13.9% 1,415 $294K
Brookstone Capital Management 0.00% Reduce -14.6% 1,405 $292K
44 Wealth Management LLC 0.11% Reduce -6.0% 1,403 $291K
AA Financial Advisors, LLC 0.07% Add +7.1% 1,400 $291K
Texas Yale Capital Corp. 0.01% No change 1,400 $291K
Equitable Holdings, Inc. 0.00% Add +16.8% 1,394 $290K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $287K
Advisor OS, LLC 0.03% Add +0.2% 1,376 $286K
Bond & Devick Financial Network, Inc. 0.10% Reduce -10.1% 1,375 $286K
Dorsey & Whitney Trust CO LLC 0.02% Add +7.1% 1,374 $285K
Westmount Partners, LLC 0.09% Reduce -18.5% 1,373 $285K
Assetmark, Inc. 0.00% Add +1.6% 1,373 $285K
Trust Asset Management LLC 0.02% Reduce -2.6% 1,361 $283K
Capital Insight Partners, LLC 0.05% No change 1,349 $280K
David Wealth Management LLC 0.23% Add +0.1% 1,347 $280K
Harbor Investment Advisory, LLC 0.03% Reduce -4.4% 1,345 $279K
Florida Trust Wealth Management Co 0.01% Reduce -8.9% 1,343 $279K
CENTRAL TRUST Co 0.01% No change 1,336 $278K
Farther Finance Advisors, LLC 0.01% Add +78.0% 1,312 $275K
Pitcairn Co. 0.02% Reduce -0.2% 1,320 $274K
Tiaa Trust, National Association 0.00% Reduce -6.0% 1,317 $274K
Schechter Investment Advisors, LLC 0.02% Reduce -26.4% 1,313 $273K
Susquehanna Fundamental Investments, LLC 0.00% New 1,309 $272K
Enterprise Financial Services Corp 0.16% No change 1,307 $272K
Perigon Wealth Management, LLC 0.01% Add +6.9% 1,306 $271K
Premier Path Wealth Partners, LLC 0.04% New 1,291 $268K
Inlet Private Wealth, LLC 0.07% No change 1,287 $267K
OneDigital Investment Advisors LLC 0.00% New 1,282 $266K
First City Capital Management, Inc. 0.16% Add +2.4% 1,280 $266K
First Manhattan Co. Llc. 0.00% No change 1,279 $266K
GTS Securities LLC 0.01% Reduce -20.5% 1,261 $262K
Advisory Alpha, LLC 0.01% Add +8.7% 1,256 $261K
Busey Bank 0.01% Add +3.0% 1,249 $259K
Glenview Trust Co 0.01% Reduce -1.6% 1,247 $259K
Savant Capital, LLC 0.00% Reduce -2.9% 1,246 $259K
Oakworth Capital, Inc. 0.02% No change 1,242 $258K
MTM Investment Management, LLC 0.10% Add +0.3% 1,218 $255K
Prudential PLC 0.00% No change 1,228 $255K
Cabot Wealth Management Inc. 0.03% No change 1,222 $254K
Kingsview Wealth Management, LLC 0.00% New 1,215 $252K
Beese Fulmer Investment Management, Inc. 0.02% New 1,214 $252K
J.Safra Asset Management Corp 0.02% Add +48.3% 1,201 $250K
Towne Trust Company, N.A 0.09% No change 1,200 $249K
First Dallas Securities Inc. 0.10% No change 1,200 $249K
Valeo Financial Advisors, LLC 0.01% Reduce -4.0% 1,193 $248K
Fullcircle Wealth LLC 0.10% Add +13.4% 1,236 $248K
Cigna Investments Inc. 0.05% Reduce -2.3% 1,186 $247K
apricus wealth, LLC 0.15% New 1,185 $246K
Haverford Trust Co 0.00% Add +1.0% 1,185 $246K
Pinnacle Associates Ltd. 0.00% Add +3.3% 1,175 $244K
Graypoint LLC 0.02% New 1,169 $243K
Ifrah Financial Services, Inc. 0.07% Reduce -8.4% 1,161 $241K
Personal Cfo Solutions, LLC 0.05% Add +5.5% 1,157 $240K
Birch Hill Investment Advisors LLC 0.01% No change 1,150 $239K
Ameritas Investment Partners, Inc. 0.01% No change 1,145 $238K
CreativeOne Wealth, LLC 0.01% New 1,142 $237K
Hantz Financial Services, Inc. 0.00% Reduce -11.0% 1,135 $236K
Commerzbank Aktiengesellschaft 0.01% Reduce -90.0% 1,112 $232K
Trek Financial, LLC 0.02% Reduce -4.0% 1,114 $231K
GW Henssler & Associates Ltd. 0.01% Reduce -9.1% 1,109 $230K
Beacon Harbor Wealth Advisors, Inc. 0.05% No change 1,100 $229K
Silvercrest Asset Management Group LLC 0.00% New 1,095 $227K
Fifth Third Wealth Advisors LLC 0.01% New 1,093 $227K
Leonard Rickey Investment Advisors P.L.L.C. 0.05% New 1,139 $227K
Second Half Financial Partners, LLC 0.11% No change 1,085 $225K
Fortem Financial Group, LLC 0.09% New 1,066 $221K
Providence Wealth Advisors, LLC 0.17% New 1,060 $220K
Capital Investment Advisors, LLC 0.00% New 1,052 $219K
BLB&B Advisors, LLC 0.01% New 1,051 $218K
one8zero8, LLC 0.05% New 1,051 $218K
Wedmont Private Capital 0.01% New 1,118 $217K
Rainier Family Wealth Inc. 0.26% Reduce -0.1% 1,043 $217K
North Star Asset Management Inc. 0.01% New 1,041 $216K
Gateway Investment Advisers LLC 0.00% New 1,035 $215K
Panagora Asset Management Inc. 0.00% New 1,023 $213K
Delta Investment Management, LLC 0.04% New 1,015 $211K
Perbak Capital Partners LLP 0.16% New 1,014 $211K
Kingswood Wealth Advisors, LLC 0.02% Reduce -15.3% 1,009 $210K
Focus Financial Network, Inc. 0.01% New 1,010 $210K
Bradley Foster & Sargent Inc. 0.00% New 1,003 $208K
Hamilton Capital, LLC 0.01% New 1,002 $208K
J. W. Coons Advisors, LLC 0.05% New 1,002 $208K
Chiron Capital Management, LLC 0.19% New 1,000 $208K
Wells Trecaso Financial Group, LLC 0.07% New 1,000 $208K
First Bank & Trust 0.04% New 1,000 $208K
Traphagen Investment Advisors LLC 0.02% New 1,000 $208K
Dakota Wealth Management 0.00% New 995 $207K
Longboard Asset Management, LP 0.60% New 989 $205K
West Michigan Advisors, LLC 0.07% New 982 $204K
Taylor Financial Group, Inc. 0.14% New 975 $203K
Chico Wealth RIA 0.18% New 973 $202K
AlphaQuest LLC 0.02% Add +2602.8% 973 $202K
Plante Moran Financial Advisors, LLC 0.02% No change 971 $202K
BIP Alliance, LLC 0.09% New 970 $201K
Fragasso Financial Advisors Inc 0.01% New 969 $201K
AlphaCore Capital LLC 0.02% New 955 $198K
Cary Street Partners Investment Advisory LLC 0.11% Add +9.1% 946 $197K
Kestra Investment Management, LLC 0.00% Add +615.9% 945 $196K
Montag A & Associates Inc. 0.01% No change 936 $194K
Golden State Wealth Management, LLC 0.03% Add +12.4% 924 $192K
Farmers & Merchants Investments Inc. 0.01% No change 924 $192K
UMB Bank, n.a. 0.00% Add +4.7% 916 $190K
Ramirez Asset Management, Inc. 0.04% No change 900 $187K
St Germain D J Co. Inc. 0.01% No change 885 $184K
Millstone Evans Group, LLC 0.12% No change 875 $182K
Mather Group, Llc. 0.00% Reduce -17.3% 868 $180K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 857 $178K
Deseret Mutual Benefit Administrators 0.09% Add +9.9% 852 $177K
Global Financial Private Client, LLC 0.07% Add +1.7% 847 $176K
State of Wyoming 0.02% Add +2.5% 846 $176K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.6% 837 $174K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -16.9% 799 $166K
Missouri Trust & Investment Co 0.06% No change 765 $159K
S.A. Mason LLC 0.08% No change 750 $156K
Costello Asset Management, INC 0.06% New 749 $156K
Silvant Capital Management LLC 0.01% No change 733 $152K
EverSource Wealth Advisors, LLC 0.01% Add +115.0% 690 $143K
Private Trust Co. NA 0.01% Add +4.2% 689 $143K
Rosenberg Matthew Hamilton 0.04% No change 674 $140K
Pension & Wealth Management Advisors, Inc. 0.05% No change 650 $135K
First Financial Corp. 0.07% No change 650 $135K
MorganRosel Wealth Management, LLC 0.04% New 645 $134K
Flagship Wealth Advisors, LLC 0.06% No change 638 $133K
Johnson Financial Group, Inc. 0.01% No change 619 $129K
Bruce G. Allen Investments, LLC 0.10% Reduce -2.5% 613 $127K
Parkside Financial Bank & Trust 0.02% Add +90.9% 607 $126K
Cohen & Steers, Inc. 0.00% New 600 $125K
CGC Financial Services, LLC 0.05% No change 600 $125K
Independence Bank of Kentucky 0.02% Reduce -18.1% 590 $123K
Central Pacific Bank - Trust Division 0.02% No change 561 $117K
Stonebridge Financial Group, LLC 0.01% Add +0.2% 559 $116K
Global Trust Asset Management, LLC 0.07% New 550 $114K
McIlrath & Eck, LLC 0.01% No change 541 $112K
Glass Jacobson Investment Advisors llc 0.04% No change 600 $112K
Hills Bank & Trust Co 0.01% No change 537 $112K
Lindbrook Capital, LLC 0.01% Reduce -7.0% 515 $107K
MassMutual Private Wealth & Trust, FSB 0.00% Add +21.5% 509 $106K
Investors Research Corp 0.02% Reduce -85.8% 500 $104K
Trust Co 0.01% No change 495 $103K
Riverview Trust Co 0.10% Reduce -0.6% 492 $102K
AdvisorNet Financial, Inc 0.01% Add +513.7% 448 $93K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -95.4% 457 $92K
Truvestments Capital LLC 0.02% No change 440 $91K
Avion Wealth 0.02% No change 490 $91K
Wealth Preservation Advisors, LLC 0.06% — 433 $90K
Caitong International Asset Management Co., Ltd 0.06% New 407 $85K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 405 $84K
Crews Bank & Trust 0.01% No change 400 $83K
SBI Securities Co., Ltd. 0.00% Add +15.8% 381 $79K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 372 $77K
WASHINGTON TRUST Co 0.00% Reduce -0.3% 354 $74K
Raiffeisen Bank International AG 0.00% No change 355 $73K
Syntax Research, Inc. 0.05% No change 337 $70K
MV Capital Management, Inc. 0.01% Add +1.2% 337 $70K
Briaud Financial Planning Inc 0.03% No change 337 $70K
Thompson Investment Management, Inc. 0.01% No change 325 $68K
First Community Trust NA 0.06% No change 323 $67K
Cromwell Holdings LLC 0.04% Add +2.6% 321 $67K
Main Street Group, LTD 0.03% No change 313 $65K
Fortitude Family Office, LLC 0.02% No change 312 $65K
TCTC Holdings, LLC 0.00% Add +106.6% 312 $65K
Bogart Wealth, LLC 0.00% Add +2.3% 308 $64K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +555.3% 308 $64K
Tompkins Financial Corp. 0.01% No change 308 $64K
Indiana Trust & Investment Management Co 0.02% No change 300 $62K
Bangor Savings Bank 0.01% No change 297 $62K
Zions Bancorporation, National Association 0.00% — 271 $56K
Arlington Trust Co LLC 0.01% No change 266 $55K
Westpac Banking Corp. 0.00% Reduce -33.9% 263 $55K
HHM Wealth Advisors, LLC 0.01% No change 254 $53K
Boyd Watterson Asset Management LLC 0.02% Reduce -29.8% 254 $53K
WPG Advisers, LLC 0.05% Add +0.4% 249 $52K
Elevation Wealth Partners, LLC 0.02% Add +0.8% 237 $49K
Gulf International Bank (UK) Ltd 0.00% No change 237 $49K
TruNorth Capital Management, LLC 0.01% New 215 $45K
Hexagon Capital Partners LLC 0.01% Reduce -4.9% 215 $45K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 213 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +78.3% 205 $43K
Park Place Capital Corp 0.01% No change 202 $42K
Rise Advisors, LLC 0.02% Add +32.2% 201 $42K
Cape Investment Advisory, Inc. 0.02% Reduce -33.3% 200 $42K
Princeton Global Asset Management LLC 0.01% No change 200 $42K
Kimelman & Baird, LLC 0.00% No change 200 $42K
Sandy Spring Bank 0.00% No change 200 $42K
Hartford Financial Management Inc. 0.01% No change 192 $40K
Duncker Streett & Co. Inc. 0.01% No change 186 $39K
SouthState Bank Corp 0.00% New 173 $36K
MCF Advisors LLC 0.00% Reduce -4.6% 167 $35K
Alpine Bank Wealth Management 0.01% — 164 $34K
Union Savings Bank 0.02% Reduce -30.6% 150 $31K
Centennial Bank 0.01% New 150 $31K
Compass Wealth Management LLC 0.01% No change 150 $31K
ORG Partners LLC 0.01% Add +108.8% 142 $30K
ESL Trust Services, LLC 0.01% No change 141 $29K
Hemington Wealth Management 0.00% Add +38.8% 143 $29K
West Branch Capital LLC 0.01% No change 136 $28K
Covestor Ltd 0.02% Add +3.1% 132 $28K
Smithfield Trust Co 0.00% No change 135 $28K
Grove Bank & Trust 0.00% Add +171.4% 133 $28K
Quent Capital, LLC 0.00% Add +27.8% 124 $26K
West Paces Advisors Inc. 0.01% No change 121 $25K
CVA Family Office, LLC 0.00% Add +4.5% 116 $24K
Clearstead Advisors, LLC 0.00% Add +77.4% 110 $23K
Gables Capital Management Inc. 0.01% No change 110 $23K
SOA Wealth Advisors, LLC. 0.00% No change 107 $22K
Tortoise Investment Management, LLC 0.00% Add +0.9% 106 $22K
PrairieView Partners, LLC 0.00% Reduce -63.9% 109 $22K
Westside Investment Management, Inc. 0.00% No change 100 $21K
Tradewinds Capital Management, LLC 0.01% No change 100 $21K
LRI Investments, LLC 0.00% No change 100 $21K
Community Bank, N.A. 0.00% New 98 $20K
Ogorek Anthony Joseph /NY/ 0.01% New 92 $19K
Larson Financial Group LLC 0.00% Add +175.8% 91 $19K
Cornerstone Planning Group LLC 0.00% Add +58.6% 92 $19K
Financial Perspectives, Inc 0.01% No change 88 $18K
Pinnacle Bancorp, Inc. 0.01% New 88 $18K
Wayfinding Financial, LLC 0.01% New 88 $18K
Hughes Financial Services, LLC 0.00% New 83 $17K
CoreCap Advisors, LLC 0.00% Add +42.9% 80 $17K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $16K
JFS Wealth Advisors, LLC 0.00% No change 75 $16K
Accredited Wealth Management, LLC 0.01% New 74 $15K
GoalVest Advisory LLC 0.00% No change 74 $15K
GW&K Investment Management, LLC 0.00% No change 72 $15K
NewSquare Capital LLC 0.00% Add +527.3% 69 $14K
NBT Bank, N.A. 0.00% No change 68 $14K
Valued Wealth Advisors LLC 0.01% Reduce -7.1% 65 $14K
Sound Income Strategies, LLC 0.00% Reduce -13.3% 65 $13K
Armstrong Advisory Group, Inc. 0.00% No change 70 $13K
Signature Resources Capital Management, LLC 0.01% No change 62 $13K
Meeder Asset Management Inc. 0.00% Reduce -49.1% 56 $12K
Wolff Wiese Magana LLC 0.01% No change 52 $11K
Prestige Wealth Management Group LLC 0.00% No change 52 $11K
Quintet Private Bank (Europe) S.A. 0.00% New 52 $11K
Whipplewood Advisors, LLC 0.01% Add +296.0% 198 $11K
Transamerica Financial Advisors, LLC 0.00% No change 45 $10K
Clearstead Trust, LLC 0.00% New 48 $10K
Centricity Wealth Management, LLC 0.01% No change 47 $10K
Activest Wealth Management 0.00% Add +193.8% 47 $10K
City State Bank 0.00% No change 42 $9K
Anchor Investment Management, LLC 0.00% No change 42 $9K
Salem Investment Counselors Inc. 0.00% Add +32.3% 41 $9K
Physician Wealth Advisors, Inc. 0.00% No change 40 $8K
Binnacle Investments Inc 0.01% — 38 $8K
PSI Advisors, LLC 0.00% No change 35 $7K
First Pacific Financial 0.00% New 35 $7K
2UniFi Bank 0.00% No change 35 $7K
Retirement Wealth Solutions LLC 0.01% No change 32 $7K
Trust Co. of Vermont 0.00% Reduce -6.3% 30 $6K
Dunhill Financial, LLC 0.00% Reduce -6.3% 30 $6K
Sierra Ocean, LLC 0.00% No change 29 $6K
Key Financial Inc 0.00% No change 28 $6K
True Wealth Design, LLC 0.00% Add +188.9% 26 $5K
Arax Advisory Partners 0.00% Add +271.4% 26 $5K
MPWM Advisory Solutions, LLC 0.00% No change 25 $5K
Archer Investment Corp 0.00% New 25 $5K
Asset Dedication, LLC 0.00% No change 25 $5K
Tsfg, LLC 0.00% No change 26 $5K
Manchester Capital Management LLC 0.00% Reduce -71.4% 24 $5K
Investment Research & Advisory Group, Inc. 0.00% New 24 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $5K
DT Investment Partners, LLC 0.00% No change 22 $5K
Murphy & Mullick Capital Management Corp 0.00% No change 21 $4K
Bernard Wealth Management Corp. 0.00% No change 20 $4K
SJS Investment Consulting Inc. 0.00% Add +11.1% 20 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.3% 20 $4K
Hollencrest Capital Management 0.00% No change 20 $4K
Darwin Wealth Management, LLC 0.00% No change 22 $4K
Roble, Belko & Company, Inc 0.00% New 18 $4K
Capital Advisors, Ltd. LLC 0.00% No change 18 $4K
YANKCOM Partnership 0.00% No change 17 $4K
Leonteq Securities AG 0.00% Reduce -84.7% 17 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -11.1% 16 $3K
Raffa Wealth Management, LLC 0.00% No change 16 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Creekmur Asset Management LLC 0.00% Reduce -46.4% 15 $3K
Keystone Financial Group, Inc. 0.00% No change 15 $3K
Sachetta, LLC 0.00% No change 14 $3K
Financial Management Professionals, Inc. 0.00% Reduce -30.0% 14 $3K
Hager Investment Management Services, LLC 0.00% New 13 $3K
Nalls Sherbakoff Group, LLC 0.00% — 12 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 12 $2K
Tobam 0.00% New 11 $2K
Dogwood Wealth Management LLC 0.00% New 9 $2K
Colonial Trust Co / SC 0.00% No change 9 $2K
Continuum Advisory, LLC 0.00% No change 8 $2K
Transce3nd, LLC 0.00% Reduce -83.3% 7 $1K
Carolinas Wealth Consulting LLC 0.00% No change 7 $1K
Atlas Capital Advisors Inc. 0.00% No change 7 $1K
Parvin Asset Management, LLC 0.00% New 6 $1K
Clark Wealth Partners 0.00% New 6 $1K
Studio Investment Management LLC 0.00% No change 5 $1K
Osterweis Capital Management Inc. 0.00% New 5 $1K
Garde Capital, Inc. 0.00% New 5 $1K
Penserra Capital Management LLC 0.00% Reduce -97.1% 9 $1K
WealthTrak Capital Management LLC 0.00% Add +33.3% 4 $832
Bell Investment Advisors, Inc 0.00% No change 4 $832
Horizon Financial Services, LLC 0.00% New 4 $831
Rakuten Securities, Inc. 0.00% New 4 $831
Iron Horse Wealth Management, LLC 0.00% New 4 $831
Winnacle Wealth LLC 0.00% Add +33.3% 4 $698
HFM Investment Advisors, LLC 0.00% — 3 $624
Rialto Wealth Management, LLC 0.00% New 3 $624
Laurel Wealth Advisors LLC 0.00% No change 3 $624
Capital A Wealth Management, LLC 0.00% New 3 $623
Safe Harbor Fiduciary, LLC 0.00% No change 3 $623
Parkworth Wealth Management, Inc. 0.00% No change 3 $623
Bay Harbor Wealth Management, LLC 0.00% New 3 $623
WestEnd Advisors, LLC 0.00% Add +200.0% 3 $623
Principia Wealth Advisory, LLC 0.00% No change 3 $589
Private Wealth Management Group, LLC 0.00% No change 2 $416
Nvwm, LLC 0.00% No change 2 $416
Greenline Partners, LLC 0.00% New 2 $416
Private Wealth Asset Management, LLC 0.00% — 2 $416
Highline Wealth Partners LLC 0.00% New 2 $416
Pittenger & Anderson Inc. 0.00% No change 2 $416
American Capital Advisory, LLC 0.00% New 1 $208
Creative Financial Designs Inc. 0.00% New 1 $208
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $208

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