Darden RestaurantsDRI

13F holders, Q2 2025 (June 30)
1,061holders +48
122new positions
74sold out
9famous investors
$217.65avg. 13F price*

At the end of Q2 2025, 1,061 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, up 48 from Q1 2025. 122 opened new positions and 74 sold out. The largest holders were Capital World Investors ($3.2B), Vanguard Group Inc. ($3.1B) and BlackRock, Inc. ($2.0B). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions122$292.6M
Exits74$270.3M

All 13F filers, Q1 2025 → Q2 2025: 12,482,987 shares bought and 13,375,657 shares sold, net −892,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,061 holders

Capital World Investors 0.46% Add +0.0% 14,602,578 $3.2B
Vanguard Group Inc. 0.05% Add +2.1% 14,055,185 $3.1B
BlackRock, Inc. 0.04% Add +9.6% 9,372,759 $2.0B
State Street Corp. 0.04% Add +2.1% 4,916,944 $1.1B
Charles Schwab Investment Management Inc. 0.15% Add +1.9% 4,073,901 $888.0M
Raymond James Financial Inc. 0.27% Reduce -0.5% 3,585,167 $781.5M
Wellington Management Group LLP 0.13% Add +177.1% 3,361,575 $732.7M
Geode Capital Management, LLC 0.05% Add +5.9% 3,134,246 $680.4M
Morgan Stanley 0.03% Add +22.1% 2,159,535 $470.7M
Invesco Ltd. 0.07% Add +45.2% 1,917,398 $417.9M
Capital International Investors 0.07% Reduce -81.6% 1,884,203 $410.4M
Newport Trust Company, LLC 0.98% Reduce -2.0% 1,864,225 $406.3M
Bank of America Corp. 0.03% Add +1.9% 1,715,322 $373.9M
Earnest Partners LLC 1.47% Reduce -6.0% 1,496,831 $326.3M
JPMorgan Chase & Co. 0.02% Reduce -23.5% 1,495,029 $325.9M
Northern Trust Corp. 0.04% Reduce -3.2% 1,390,670 $303.1M
Dimensional Fund Advisors LP 0.06% Add +3.0% 1,246,535 $271.7M
Bank of New York Mellon Corp 0.04% Reduce -5.3% 975,589 $212.6M
Goldman Sachs Group Inc. 0.03% Add +11.9% 945,652 $206.1M
Hamlin Capital Management, LLC 4.63% Add +0.6% 918,387 $200.2M
Arrowstreet Capital, Limited Partnership 0.14% Add +192.6% 880,765 $192.0M
UBS Group AG 0.04% Add +1.3% 877,801 $191.3M
Squarepoint Ops LLC 0.42% Add +3537.6% 864,099 $188.3M
Boston Partners 0.19% Add +19.7% 780,978 $170.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +23.0% 769,420 $167.7M
AQR Capital Management 0.13% Add +239.4% 722,529 $157.5M
Amundi 0.05% Add +13.0% 732,315 $155.4M
Marshall Wace, LLP 0.18% Add +820.5% 706,416 $154.0M
Balyasny Asset Management L.P. 0.34% Add +24.4% 687,218 $149.8M
Legal & General Group Plc 0.03% Reduce -1.6% 642,484 $140.0M
Massachusetts Financial Services Co. 0.04% Add +5.0% 621,902 $135.6M
Prudential Financial Inc. 0.17% Add +2.1% 600,989 $131.0M
Norges Bank 0.02% Add +3.9% 575,862 $125.5M
Sei Investments Co. 0.14% Add +4.1% 538,124 $117.3M
Royal Bank of Canada 0.02% Add +162.5% 505,299 $110.1M
Wells Fargo & Company 0.02% Add +4.3% 459,211 $100.1M
Deutsche Bank AG 0.04% Reduce -19.1% 444,404 $96.9M
T. Rowe Price Associates Inc. 0.01% Add +55.7% 429,484 $93.6M
Nuveen, LLC 0.02% Reduce -2.1% 399,475 $87.1M
Millennium Management 0.08% Add +626.3% 388,476 $84.7M
Woodley Farra Manion Portfolio Management Inc. 3.87% Add +0.1% 377,582 $82.3M
HSBC Holdings PLC 0.05% Add +17.1% 375,291 $81.7M
Neuberger Berman Group LLC 0.06% Add +5.2% 372,398 $81.2M
California Public Employees Retirement System 0.05% Reduce -17.4% 371,503 $81.0M
Swiss National Bank 0.05% Add +7.2% 354,300 $77.2M
Swiss Life Asset Management Ltd 0.46% Add +5.2% 345,965 $75.4M
Envestnet Asset Management Inc. 0.02% Reduce -5.9% 339,802 $74.1M
DekaBank Deutsche Girozentrale 0.12% Reduce -1.1% 324,122 $70.0M
Barclays PLC 0.03% Reduce -5.4% 315,138 $68.7M
Westwood Holdings Group Inc. 0.50% Reduce -14.5% 314,564 $68.6M
Ameriprise Financial Inc. 0.02% Add +3.2% 306,317 $66.8M
Citigroup Inc. 0.04% Reduce -2.7% 292,851 $63.8M
Manufacturers Life Insurance Company, The 0.06% Reduce -9.8% 288,773 $62.9M
AEGON ASSET MANAGEMENT UK Plc 0.80% Add +8.0% 288,192 $62.7M
Bank of Montreal 0.03% Reduce -7.8% 281,680 $61.4M
Rhumbline Advisers 0.05% Add +5.3% 269,396 $58.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +3.3% 267,741 $58.4M
Macquarie Group Ltd. 0.07% Reduce -7.8% 250,764 $54.7M
Regions Financial Corp. 0.37% Reduce -0.4% 247,677 $54.0M
FMR LLC 0.00% Add +8.2% 247,164 $53.9M
J. Safra Sarasin Holding AG 0.92% Reduce -36.6% 243,973 $53.2M
Great Lakes Advisors, LLC 0.43% Add +46.3% 338,761 $51.4M
LPL Financial LLC 0.02% Add +135.1% 232,394 $50.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +7.7% 229,547 $50.0M
Steward Partners Investment Advisory, LLC 0.38% Add +1.5% 221,001 $48.2M
Verition Fund Management LLC 0.28% Add +251.0% 211,523 $46.1M
BNP Paribas Financial Markets 0.04% Reduce -9.4% 210,487 $45.9M
Canada Pension Plan Investment Board 0.04% Add +20.3% 199,321 $43.4M
National Pension Service 0.04% Reduce -0.1% 191,796 $41.8M
Victory Capital Management Inc. 0.03% Add +55.6% 191,188 $41.7M
1832 Asset Management L.P. 0.07% Reduce -30.2% 180,550 $39.4M
California State Teachers Retirement System 0.04% Reduce -5.6% 164,380 $35.8M
Toronto Dominion Bank 0.07% Add +4.2% 158,645 $34.6M
New York State Common Retirement Fund 0.05% Add +0.4% 157,474 $34.3M
Mizuho Markets Americas LLC 1.13% No change 157,200 $34.3M
Allianz Asset Management GmbH 0.04% Add +1195.5% 149,286 $32.5M
Cookson Peirce & Co. Inc. 1.41% New 146,610 $32.0M
US Bancorp \de 0.04% Reduce -1.4% 144,586 $31.5M
Principal Financial Group Inc. 0.02% Reduce -12.4% 142,190 $31.0M
Alliancebernstein L.P. 0.01% Reduce -18.3% 134,286 $29.3M
Public Employees Retirement Association of Colorado 0.11% Reduce -0.2% 127,357 $27.8M
Capital International, Inc. 0.27% Reduce -11.0% 126,447 $27.6M
CANADA LIFE ASSURANCE Co 0.04% Add +0.3% 125,094 $27.3M
Natixis Advisors, LLC 0.04% Add +10.8% 123,888 $27.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -52.7% 122,588 $26.7M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +10.2% 121,542 $26.5M
Qube Research & Technologies Ltd 0.04% New 118,372 $25.8M
Burney Co./ 0.85% Add +4802.2% 115,055 $25.1M
Trexquant Investment LP 0.28% Add +2483.2% 112,677 $24.6M
Franklin Resources Inc. 0.01% Add +60.5% 111,762 $24.4M
Alps Advisors Inc. 0.14% Reduce -16.5% 110,011 $24.0M
New York State Teachers Retirement System 0.05% Add +4.3% 109,388 $23.8M
Man Group plc 0.05% Add +409.8% 109,333 $23.8M
Voya Investment Management LLC 0.03% Add +104.8% 107,488 $23.4M
Applied Finance Capital Management, LLC 1.59% Reduce -16.6% 107,070 $23.3M
CSM Advisors, LLC 0.67% New 105,673 $23.0M
State Board of Administration of Florida Retirement System 0.04% Add +0.7% 103,260 $22.5M
Willis Investment Counsel 1.32% Reduce -1.5% 103,100 $22.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +1.7% 99,151 $21.6M
TD Asset Management Inc 0.02% Add +121.1% 97,267 $21.2M
Valley Wealth Managers, Inc. 1.51% Reduce -7.0% 96,189 $21.0M
Adage Capital Partners Gp, L.L.C. 0.03% Add +10.6% 92,143 $20.1M
Robeco Institutional Asset Management B.V. 0.03% New 91,653 $20.0M
Aviva PLC 0.04% Add +7.3% 87,679 $19.1M
STRS Ohio 0.07% Reduce -6.8% 84,828 $18.5M
National Bank of Canada 0.02% Add +6.9% 82,073 $17.9M
Caisse de depot et placement du Quebec 0.04% Add +103.7% 81,499 $17.8M
Aberdeen Group plc 0.03% Add +9.3% 81,824 $17.7M
First Trust Advisors LP 0.01% Add +3.3% 80,001 $17.4M
State of Wisconsin Investment Board 0.04% Add +20.8% 79,885 $17.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +37.5% 79,345 $17.3M
Swedbank AB 0.02% No change 78,329 $17.1M
Andra AP-fonden 0.24% Add +776.2% 77,900 $17.0M
Running Oak Capital LLC 1.89% Reduce -4.2% 77,818 $17.0M
Stifel Financial Corp. 0.02% Add +3.7% 76,100 $16.6M
American Century Companies Inc. 0.01% Reduce -3.9% 75,161 $16.4M
Hook Mill Capital Partners, LP 1.56% New 72,867 $15.9M
Truist Financial Corp. 0.02% Add +0.2% 71,778 $15.6M
Worldquant Millennium Advisors LLC 0.08% New 71,540 $15.6M
Pictet Asset Management Holding SA 0.02% Reduce -0.4% 70,859 $15.4M
Synovus Financial Corp. 0.19% Reduce -7.5% 70,250 $15.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +9.6% 69,560 $15.2M
Bank of Nova Scotia 0.03% Add +348.7% 66,137 $14.4M
Korea Investment CORP 0.03% Reduce -3.0% 65,974 $14.4M
Prospector Partners LLC 1.68% Reduce -23.1% 65,891 $14.4M
Picton Mahoney Asset Management 0.20% Add +0.4% 63,885 $13.9M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.6% 62,704 $13.7M
Public Employees Retirement System of Ohio 0.05% Reduce -1.7% 62,192 $13.6M
Capital Group Private Client Services, Inc. 0.12% Reduce -13.7% 61,194 $13.3M
Susquehanna Portfolio Strategies, LLC 0.29% New 60,558 $13.2M
PNC Financial Services Group, Inc. 0.01% Reduce -5.3% 60,490 $13.2M
Asset Management One Co., Ltd. 0.04% Add +1.2% 60,003 $13.1M
Skba Capital Management LLC 1.87% Reduce -10.7% 59,645 $13.0M
ExodusPoint Capital Management, LP 0.16% New 58,980 $12.9M
Gotham Asset Management 0.08% Add +150.8% 58,908 $12.8M
Russell Investments Group, Ltd. 0.02% Add +71.2% 58,201 $12.7M
Covington Investment Advisors Inc. 1.80% Reduce -1.0% 57,911 $12.6M
Sustainable Insight Capital Management, LLC 5.61% New 56,811 $12.4M
Cetera Investment Advisers 0.02% Add +9.5% 56,276 $12.3M
Assenagon Asset Management S.A. 0.02% Add +674.9% 56,268 $12.3M
NewEdge Advisors, LLC 0.06% Reduce -3.3% 55,768 $12.2M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -4.8% 55,628 $12.1M
Stephens Inc. 0.17% Reduce -6.1% 55,100 $12.0M
Ensign Peak Advisors, Inc 0.02% Add +5.0% 55,072 $12.0M
Treasurer of the State of North Carolina 0.04% Add +1.8% 54,574 $11.9M
Danske Bank A/S 0.03% Add +2.7% 53,840 $11.7M
Calamos Advisors LLC 0.07% No change 52,730 $11.5M
Royal London Asset Management Ltd. 0.03% Reduce -1.8% 52,309 $11.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +236.0% 51,169 $11.3M
Beacon Investment Advisory Services, Inc. 0.50% Add +6.1% 51,674 $11.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +7.8% 51,376 $11.2M
Nomura Asset Management Co. Ltd. 0.03% Add +21.2% 50,470 $11.0M
Wilmington Savings Fund Society, FSB 0.19% Reduce -5.2% 50,165 $10.9M
Flputnam Investment Management Co. 0.19% Add +944.3% 49,874 $10.9M
Quantinno Capital Management LP 0.05% Add +97.2% 49,850 $10.9M
Commerce Bank 0.06% Reduce -10.4% 49,518 $10.8M
Quadrature Capital Ltd 0.18% Add +381.2% 48,176 $10.5M
Barometer Capital Management Inc. 2.88% New 48,187 $10.4M
Williams Jones Wealth Management, LLC. 0.12% No change 45,695 $10.0M
Geneos Wealth Management Inc. 0.24% Add +65.0% 44,864 $9.8M
Mariner, LLC 0.01% Add +45.6% 44,502 $9.7M
Marks Group Wealth Management, Inc 0.90% Reduce -5.7% 44,482 $9.7M
World Investment Advisors 0.22% Add +2.8% 44,463 $9.7M
GLOBALT Investments LLC / GA 0.37% Reduce -5.3% 44,299 $9.7M
Knights of Columbus Asset Advisors LLC 0.58% Add +11.5% 43,630 $9.5M
Los Angeles Capital Management LLC 0.04% Reduce -41.2% 43,221 $9.4M
Osaic Holdings, Inc. 0.02% Add +28.9% 42,723 $9.3M
Nisa Investment Advisors, LLC 0.04% Add +12.7% 42,550 $9.3M
KLP Kapitalforvaltning As 0.04% Add +4.2% 42,200 $9.2M
Lazard Asset Management LLC 0.01% Reduce -33.8% 40,766 $8.9M
Resona Asset Management Co.,Ltd. 0.04% Add +6.3% 40,402 $8.8M
State of New Jersey Common Pension Fund D 0.03% No change 38,634 $8.4M
Comerica Bank 0.03% Add +2.9% 37,224 $8.1M
Armistice Capital, LLC 0.30% Reduce -40.8% 36,443 $7.9M
Ieq Capital, LLC 0.05% Add +157.5% 35,534 $7.7M
Westport Asset Management Inc. 3.37% No change 35,000 $7.6M
MetLife Investment Management, LLC 0.04% Add +5.3% 34,866 $7.6M
M&T Bank Corp 0.03% Reduce -1.6% 34,667 $7.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -6.6% 34,637 $7.5M
Cullen Investment Group, LTD. 1.06% Add +5.9% 34,573 $7.5M
Citadel Advisors 0.01% Reduce -97.5% 34,499 $7.5M
Arizona State Retirement System 0.04% Add +1.0% 34,205 $7.5M
Commonwealth Equity Services, LLC 0.01% Reduce -2.9% 33,514 $7.3M
Royal Fund Management, LLC 0.77% Add +3.9% 33,185 $7.2M
Engineers Gate Manager LP 0.09% Add +945.8% 32,839 $7.2M
QV Investors Inc. 0.70% Reduce -37.7% 32,682 $7.1M
State of Tennessee, Department of Treasury 0.03% Add +29.4% 32,507 $7.1M
Teacher Retirement System of Texas 0.03% Add +88.6% 32,303 $7.0M
Arkadios Wealth Advisors 0.21% Add +8.7% 32,282 $7.0M
State of Michigan Retirement System 0.04% No change 31,812 $6.9M
Ellsworth Advisors, LLC 1.66% Reduce -5.1% 31,236 $6.8M
Renaissance Technologies 0.01% New 31,100 $6.8M
Creative Planning 0.01% Add +2.3% 31,050 $6.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -12.3% 30,864 $6.7M
Guardian Capital LP 0.23% New 29,934 $6.5M
IMC-Chicago, LLC 0.16% New 29,686 $6.5M
Jennison Associates LLC 0.00% Add +4.1% 29,655 $6.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +12.1% 29,553 $6.4M
Achmea Investment Management B.V. 0.08% Add +288.1% 29,316 $6.4M
BNP Paribas 0.21% Reduce -4.4% 29,309 $6.4M
Genus Capital Management Inc. 0.82% Reduce -7.9% 29,274 $6.4M
MML Investors Services, LLC 0.02% Reduce -7.7% 29,172 $6.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.1% 28,701 $6.3M
Czech National Bank 0.05% Add +6.3% 28,605 $6.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.27% Add +21.2% 28,581 $6.2M
Janney Montgomery Scott LLC 0.02% Add +5.0% 28,496 $6.2M
Dynamic Technology Lab Private Ltd 0.84% Add +215.6% 28,488 $6.2M
ING Groep NV 0.04% New 28,398 $6.2M
First Financial Bank - Trust Division 0.54% Add +0.5% 28,298 $6.2M
VestGen Advisors, LLC 0.25% Add +0.5% 28,268 $6.2M
Patton Albertson Miller Group, LLC 0.79% Reduce -0.9% 27,548 $6.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -57.7% 27,358 $6.0M
Xponance LLC 0.05% Add +24.0% 27,142 $5.9M
Hudson Bay Capital Management LP 0.04% New 27,032 $5.9M
Amalgamated Bank 0.04% Add +12.1% 26,740 $5.8M
Harrell Investment Partners, LLC 1.47% Add +15.6% 26,634 $5.8M
Shell Asset Management Co. 0.20% Add +92.6% 26,431 $5.8M
Virginia Wealth Management Group, Inc. 3.37% Add +0.4% 25,462 $5.6M
Cibc World Markets Corp. 0.04% Reduce -2.3% 25,451 $5.5M
TD Waterhouse Canada Inc. 0.04% Add +9.0% 25,104 $5.5M
Retirement Systems of Alabama 0.02% Reduce -0.2% 25,112 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +94.8% 25,105 $5.5M
Mercer Global Advisors Inc. 0.01% Add +1.3% 24,682 $5.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 24,297 $5.3M
Storebrand Asset Management As 0.02% Add +119.7% 24,204 $5.3M
Forsta Ap-Fonden 0.03% Reduce -4.7% 24,100 $5.3M
Groupama Asset Managment 0.09% No change 24,025 $5.2M
Captrust Financial Advisors 0.01% Add +4.2% 23,772 $5.2M
Rockefeller Capital Management L.P. 0.01% Add +19.7% 23,352 $5.1M
IFM Investors Pty Ltd 0.05% Add +3.9% 23,320 $5.1M
Cohen Capital Management, Inc. 0.82% Reduce -0.8% 23,239 $5.1M
TrueMark Investments, LLC 1.08% New 22,874 $5.0M
Fifth Third Bancorp 0.02% Reduce -9.1% 22,862 $5.0M
Zacks Investment Management 0.04% Add +2.3% 22,465 $4.9M
Motco 0.46% Reduce -5.3% 23,810 $4.8M
Cibc World Market Inc. 0.01% Add +7.3% 21,608 $4.7M
Beacon Investment Advisors LLC 2.01% Add +0.2% 21,603 $4.7M
Natixis 0.02% Add +341.3% 21,397 $4.7M
O'shaughnessy Asset Management, LLC 0.03% Add +31.2% 21,210 $4.6M
Magnetar Financial LLC 0.02% Add +76.4% 21,123 $4.6M
Ethic Inc. 0.08% Add +66.3% 21,283 $4.6M
DNB Asset Management AS 0.02% Add +0.8% 20,934 $4.6M
LRT Capital Management, LLC 2.70% Add +26.3% 20,904 $4.6M
Federated Hermes, Inc. 0.01% Reduce -30.8% 20,369 $4.4M
SG Americas Securities, LLC 0.02% Add +6.7% 20,122 $4.4M
Lion Street Advisors, LLC 1.32% Reduce -0.6% 20,029 $4.4M
ProShare Advisors LLC 0.01% Add +12.6% 19,983 $4.4M
Sanctuary Advisors, LLC 0.03% Add +6.3% 19,963 $4.4M
Fulton Bank, N.A. 0.16% Reduce -13.2% 19,592 $4.3M
Schroder Investment Management Group 0.00% Add +3.7% 19,582 $4.3M
Coppell Advisory Solutions LLC 0.50% New 19,595 $4.2M
Utah Retirement Systems 0.04% Reduce -0.6% 19,273 $4.2M
Vista Investment Partners LLC 1.21% Add +50.5% 19,177 $4.2M
Cerity Partners LLC 0.01% Add +15.7% 19,045 $4.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -14.1% 18,936 $4.1M
Boothbay Fund Management, LLC 0.13% New 18,919 $4.1M
CIBC Asset Management Inc 0.01% Reduce -7.2% 18,916 $4.1M
HighTower Advisors, LLC 0.01% Add +6.0% 18,799 $4.1M
Forvis Mazars Wealth Advisors, LLC 0.09% Reduce -4.8% 18,617 $4.1M
USS Investment Management Ltd 0.03% Reduce -0.7% 18,585 $4.1M
New Age Alpha Advisors, LLC 0.18% Reduce -15.1% 18,432 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.8% 18,411 $4.0M
Van Eck Associates Corp. 0.00% Reduce -10.1% 18,313 $4.0M
Empowered Funds, LLC 0.04% Add +92.5% 18,257 $4.0M
Daiwa Securities Group Inc. 0.01% Add +5.9% 18,183 $4.0M
ASR Vermogensbeheer N.V. 0.05% Reduce -0.4% 18,182 $4.0M
Decatur Capital Management, Inc. 1.73% Add +0.1% 18,079 $3.9M
Police & Firemen's Retirement System of New Jersey 0.04% Add +3.1% 17,786 $3.9M
Choreo, LLC 0.05% Add +8.9% 17,689 $3.9M
CIBC Private Wealth Group LLC 0.01% Reduce -2.8% 17,501 $3.8M
Agp Franklin, LLC 2.02% Reduce -1.0% 17,479 $3.8M
Pathstone Holdings, LLC 0.01% Add +9.0% 17,449 $3.8M
CHB Investment Group, LLC 1.94% New 17,448 $3.8M
Focus Partners Wealth 0.01% Add +1.6% 17,388 $3.8M
Peddock Capital Advisors, LLC 0.86% Add +0.4% 16,970 $3.7M
Siemens Fonds Invest GmbH 0.22% Add +1.4% 16,959 $3.7M
Catalyst Capital Advisors LLC 0.07% Add +274.1% 16,958 $3.7M
KBC Group NV 0.01% Add +1.5% 16,872 $3.7M
Susquehanna International Group, LLP 0.01% Reduce -65.7% 16,460 $3.6M
Blue Trust, Inc. 0.04% Add +39.2% 16,432 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +32.7% 16,241 $3.5M
Baird Financial Group, Inc. 0.01% Add +1.3% 16,232 $3.5M
Fruth Investment Management 0.96% No change 16,150 $3.5M
Keybank National Association 0.01% Add +3.4% 16,142 $3.5M
New York Life Investment Management LLC 0.03% Add +1.6% 15,955 $3.5M
J.W. Cole Advisors, Inc. 0.07% Reduce -9.2% 15,827 $3.4M
Adell Harriman & Carpenter Inc. 0.22% Reduce -18.3% 15,545 $3.4M
Caliber Wealth Management, LLC / KS 0.36% Reduce -11.5% 15,532 $3.4M
Ceeto Capital Group, LLC 1.18% No change 15,500 $3.4M
Alyeska Investment Group, L.P. 0.01% New 15,270 $3.3M
Rodgers Brothers Inc. 0.41% Reduce -1.6% 14,992 $3.3M
United Community Bank 1.11% Reduce -1.9% 14,918 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Add +3.4% 14,858 $3.2M
Graham Capital Management, L.P. 0.10% New 14,709 $3.2M
Hennessy Advisors Inc. 0.11% Reduce -2.0% 14,600 $3.2M
Comprehensive Financial Consultants Institutional, Inc. 1.04% Reduce -4.3% 14,521 $3.2M
Orion Porfolio Solutions, LLC 0.03% Add +422.8% 14,330 $3.1M
Agf Management Ltd. 0.01% Add +4.2% 14,314 $3.1M
Janus Henderson Group PLC 0.00% Reduce -3.8% 14,156 $3.1M
Berry Wealth Group, LP 2.16% Add +2.1% 14,132 $3.1M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.8% 13,758 $3.0M
Corient Private Wealth LP 0.00% Add +9.1% 13,633 $3.0M
Americana Partners, LLC 0.10% Add +2.5% 13,489 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -1.6% 13,418 $2.9M
Stonebrook Private Inc. 0.68% Add +1.5% 13,365 $2.9M
Advisory Services Network, LLC 0.05% Add +0.7% 14,362 $2.9M
Monument Capital Management 0.75% New 13,280 $2.9M
Phoenix Wealth Advisors 1.21% Reduce -7.2% 13,275 $2.9M
Pinebridge Investments, L.P. 0.02% New 13,238 $2.9M
Advisors Asset Management, Inc. 0.05% Add +30.2% 13,225 $2.9M
Zurich Insurance Group Ltd 0.02% No change 13,160 $2.9M
Scissortail Wealth Management, LLC 0.69% Add +3.1% 13,153 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -4.3% 13,130 $2.9M
Brevan Howard Capital Management LP 0.03% New 13,064 $2.8M
U.S. Capital Wealth Advisors, LLC 0.08% New 12,858 $2.8M
Mystic Asset Management, Inc. 0.68% No change 12,822 $2.8M
Mackenzie Financial Corp. 0.00% Add +8.5% 12,805 $2.8M
Cwm, LLC 0.01% Add +88.4% 12,732 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.5% 12,677 $2.8M
UniSuper Management Pty Ltd 0.02% Reduce -5.6% 12,664 $2.8M
Employees Retirement System of Texas 0.03% New 12,655 $2.8M
Vista Investment Partners Ii, LLC 1.33% Add +54.2% 12,635 $2.8M
Avantax Advisory Services, Inc. 0.01% Add +16.1% 12,327 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Add +555.7% 12,268 $2.7M
Bragg Financial Advisors, Inc 0.09% Reduce -0.7% 12,183 $2.7M
OP Asset Management Ltd 0.04% Reduce -2.4% 12,164 $2.7M
Capital Analysts, LLC 0.09% Add +2.2% 12,142 $2.6M
First Citizens Bank & Trust Co. 0.05% Reduce -23.4% 12,062 $2.6M
Tredje AP-fonden 0.02% Add +26.4% 11,852 $2.6M
Valley National Advisers Inc. 0.42% Reduce -0.3% 11,830 $2.6M
Beacon Pointe Advisors, LLC 0.03% Reduce -0.0% 11,755 $2.6M
Horizon Investments, LLC 0.04% Add +571.1% 11,724 $2.5M
Atlantic Edge Private Wealth Management, LLC 0.69% Reduce -3.9% 11,591 $2.5M
CW Advisors, LLC 0.02% Add +3.0% 11,540 $2.5M
Plimoth Trust Co. LLC 0.60% Add +2.1% 11,451 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -3.5% 11,407 $2.5M
Jefferies Financial Group Inc. 0.04% Reduce -7.9% 11,344 $2.5M
Bridgeway Capital Management, LLC 0.06% New 11,300 $2.5M
Bokf, NA 0.04% Reduce -16.7% 11,261 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 11,216 $2.4M
Midwest Trust Co 0.03% — 11,200 $2.4M
F/m Investments LLC 0.09% Add +3.3% 11,126 $2.4M
Peterson Wealth Services 0.65% Add +2.0% 10,897 $2.4M
HM Payson & Co. 0.04% No change 10,827 $2.4M
Congress Asset Management Co. 0.02% Reduce -19.2% 10,728 $2.3M
Marco Investment Management LLC 0.19% No change 10,675 $2.3M
First Business Financial Services, Inc. 0.21% Reduce -11.7% 10,662 $2.3M
Wealthfront Advisers LLC 0.01% Add +20.8% 10,648 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +0.9% 10,607 $2.3M
Capital International Sarl 0.04% Reduce -39.4% 10,425 $2.3M
Sagespring Wealth Partners, LLC 0.05% Add +3.6% 10,387 $2.3M
Rafferty Asset Management, LLC 0.01% Add +21.6% 10,332 $2.3M
Sowell Financial Services LLC 0.09% Reduce -3.1% 10,278 $2.2M
Martingale Asset Management L P 0.05% Add +35.5% 10,222 $2.2M
Jacobi Capital Management LLC 0.15% Add +0.8% 10,215 $2.2M
Patton Fund Management, Inc. 0.49% New 10,198 $2.2M
Oregon Public Employees Retirement Fund 0.04% Add +0.2% 10,104 $2.2M
iSAM Funds (UK) Ltd 0.48% New 10,075 $2.2M
Ossiam 0.02% Add +348.1% 9,949 $2.2M
Crossmark Global Holdings, Inc. 0.03% Add +6.1% 9,922 $2.2M
Generali Asset Management SPA SGR 0.05% Add +515.0% 9,853 $2.1M
Oppenheimer & Co. Inc. 0.03% Add +3.5% 9,735 $2.1M
Bowman & Co S.C. 0.94% Add +0.5% 9,631 $2.1M
Pacer Advisors, Inc. 0.01% Add +45.5% 9,553 $2.1M
AlphaQuest LLC 0.20% Add +880.1% 9,536 $2.1M
Canandaigua National Bank & Trust Co. 0.19% Reduce -2.6% 9,497 $2.1M
&partners 0.02% Add +31.5% 9,408 $2.1M
Western Wealth Management, LLC 0.12% Reduce -0.0% 9,386 $2.0M
Citizens Financial Group Inc. 0.03% Add +1.1% 9,274 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.4% 9,202 $2.0M
Thrivent Financial for Lutherans 0.00% Add +0.1% 9,178 $2.0M
Maverick Capital 0.03% Reduce -82.5% 9,152 $2.0M
Campbell & CO Investment Adviser LLC 0.13% New 9,096 $2.0M
Public Sector Pension Investment Board 0.01% Reduce -44.0% 8,879 $1.9M
Aptus Capital Advisors, LLC 0.02% Add +103.3% 8,814 $1.9M
Glenmede Investment Management, LP 0.01% — 8,775 $1.9M
SevenBridge Financial Group, LLC 0.34% Add +56.3% 9,279 $1.9M
NEOS Investment Management LLC 0.02% Add +25.8% 8,700 $1.9M
Moody National Bank Trust Division 0.17% Reduce -0.2% 8,541 $1.9M
QRG Capital Management, Inc. 0.02% Add +4.7% 8,516 $1.9M
Cadence Bank 0.12% Add +0.2% 8,460 $1.8M
Atria Investments, Inc 0.02% Reduce -14.4% 8,443 $1.8M
Twin Capital Management Inc. 0.19% Reduce -1.6% 8,220 $1.8M
Integrated Wealth Concepts LLC 0.02% Add +43.3% 8,114 $1.8M
Baldwin Investment Management, LLC 0.21% Add +0.6% 8,093 $1.8M
Mizuho Securities USA LLC 0.04% — 8,086 $1.8M
Park Avenue Securities LLC 0.02% Reduce -6.8% 8,045 $1.8M
AXA S.A. 0.01% Reduce -17.7% 7,972 $1.7M
CX Institutional 0.06% Reduce -2.6% 7,912 $1.7M
IFP Advisors, Inc 0.05% Add +122.6% 7,906 $1.7M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.7M
Magnolia Capital Advisors LLC 0.43% Reduce -8.2% 7,820 $1.7M
Versor Investments LP 0.30% Reduce -10.5% 7,780 $1.7M
Coastline Trust Co 0.19% No change 7,744 $1.7M
Family Legacy, Inc. 0.55% Add +1.6% 7,725 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% Add +18.2% 7,699 $1.7M
Simmons Bank 0.12% Reduce -3.5% 7,594 $1.7M
Kentucky Retirement Systems 0.05% Reduce -6.2% 7,508 $1.6M
Bridgefront Capital, LLC 0.43% Add +174.9% 7,411 $1.6M
Lido Advisors, LLC 0.01% Add +267.6% 7,408 $1.6M
Blair William & Co. 0.00% Add +0.4% 7,307 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -16.9% 7,254 $1.6M
MAI Capital Management 0.01% Add +0.7% 7,177 $1.6M
Affinity Investment Advisors, LLC 1.18% Reduce -5.1% 7,133 $1.6M
Hartford Investment Management Co. 0.05% Reduce -1.4% 7,068 $1.5M
GAM Holding AG 0.11% Add +0.7% 6,975 $1.5M
Erste Asset Management GmbH 0.01% Add +0.0% 6,998 $1.5M
GMO 0.00% Add +278.8% 6,819 $1.5M
Commonwealth Retirement Investments LLC 0.56% Reduce -9.1% 6,772 $1.5M
Sfmg, LLC 0.11% Add +0.1% 6,717 $1.5M
Bridgewater Associates 0.01% Reduce -64.3% 6,636 $1.4M
Apollon Wealth Management, LLC 0.03% Reduce -6.7% 6,627 $1.4M
Capstone Financial Advisors, Inc. 0.08% Add +0.0% 6,624 $1.4M
Merit Financial Group, LLC 0.02% Add +159.7% 6,573 $1.4M
Private Advisor Group, LLC 0.01% Reduce -2.7% 6,548 $1.4M
Norinchukin Bank, The 0.02% Add +9.9% 6,498 $1.4M
CI Investments Inc. 0.01% Add +2.4% 6,498 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -3.9% 6,472 $1.4M
Chicago Partners Investment Group LLC 0.04% Add +25.1% 6,692 $1.4M
Candriam S.C.A. 0.01% Reduce -5.3% 6,390 $1.4M
Apexium Financial, LP 0.07% Add +0.0% 6,387 $1.4M
Greatmark Investment Partners, Inc. 0.17% No change 6,372 $1.4M
Level Four Advisory Services, LLC 0.05% Reduce -1.3% 6,359 $1.4M
Mgo One Seven LLC 0.04% Add +171.7% 6,334 $1.4M
Knollwood Investment Advisory, LLC 0.13% No change 6,332 $1.4M
Sherbrooke Park Advisers LLC 0.60% New 6,331 $1.4M
Tectonic Advisors LLC 0.08% Reduce -18.7% 6,298 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 6,200 $1.4M
Bessemer Group Inc. 0.00% Add +0.5% 6,151 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -1.6% 6,117 $1.3M
Jones Financial Companies LLLP 0.00% Add +20.8% 6,146 $1.3M
Huntington National Bank 0.01% Add +1.2% 6,011 $1.3M
FCG Investment Co 0.68% New 5,999 $1.3M
LMG Wealth Partners, LLC 0.27% Add +18.7% 5,996 $1.3M
James Investment Research, Inc. 0.15% Reduce -3.5% 5,922 $1.3M
Invera Wealth Advisors, LLC 0.84% Reduce -2.4% 5,909 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +34.0% 5,881 $1.3M
South Dakota Investment Council 0.02% No change 5,872 $1.3M
Headlands Technologies LLC 0.15% New 5,830 $1.3M
Nordea Investment Management AB 0.00% Reduce -93.0% 5,766 $1.2M
Maryland State Retirement & Pension System 0.03% Add +3.7% 5,679 $1.2M
Tidal Investments LLC 0.01% Add +95.7% 5,635 $1.2M
Eastern Bank 0.02% Reduce -7.3% 5,623 $1.2M
Guggenheim Capital LLC 0.01% Reduce -15.2% 5,595 $1.2M
New Mexico Educational Retirement Board 0.04% No change 5,476 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% — 5,393 $1.2M
GAMMA Investing LLC 0.07% Add +20.6% 5,391 $1.2M
Copperwynd Financial, LLC 0.29% Reduce -2.2% 5,298 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -15.3% 5,164 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +24.0% 5,196 $1.1M
HB Wealth Management, LLC 0.01% Reduce -0.0% 5,027 $1.1M
Voleon Capital Management LP 0.06% New 5,003 $1.1M
Oxford Asset Management LLP 0.36% New 4,995 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% No change 4,958 $1.1M
Dark Forest Capital Management LP 0.04% Reduce -37.0% 4,912 $1.1M
Blueshift Asset Management, LLC 0.33% New 4,893 $1.1M
Vaughan David Investments LLC 0.02% No change 4,837 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +19.4% 4,784 $1.1M
Cordgrass Capital Advisors, LLC 0.28% Reduce -27.6% 4,829 $1.1M
Hennion & Walsh Asset Management, Inc. 0.04% Add +32.2% 4,806 $1.0M
Lauterbach Financial Advisors, LLC 0.58% No change 4,800 $1.0M
Ontario Teachers Pension Plan Board 0.02% Add +43.8% 4,766 $1.0M
Eagle Harbor Asset Management Inc. 1.00% Reduce -9.5% 4,743 $1.0M
Vinva Investment Management Ltd 0.03% New 4,763 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% No change 4,707 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -97.3% 4,668 $1.0M
Vise Technologies, Inc. 0.04% — 4,637 $1.0M
Ostrum Asset Management 0.05% Reduce -2.8% 4,621 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 4,612 $1.0M
MGB Wealth Management, LLC 0.33% Add +4.2% 4,601 $999K
Frank, Rimerman Advisors LLC 0.07% Reduce -8.7% 4,543 $990K
Rothschild Investment LLC 0.06% Add +0.0% 4,533 $988K
United Capital Financial Advisors, LLC 0.01% Add +3.3% 4,532 $988K
Intech Investment Management LLC 0.01% Reduce -1.9% 4,525 $986K
Saxon Interests, Inc. 0.46% No change 4,741 $985K
Searle & Co. 0.28% No change 4,500 $981K
Northwest & Ethical Investments L.P. 0.02% No change 4,534 $980K
Walleye Capital LLC 0.01% New 4,469 $974K
Sheets Smith Wealth Management 0.11% No change 4,445 $969K
Buck Wealth Strategies, LLC 0.15% Reduce -10.2% 4,439 $968K
Retireful, LLC 0.66% Reduce -36.9% 4,412 $962K
Benjamin Edwards Inc. 0.01% Add +26.0% 4,373 $953K
Empirical Finance, LLC 0.05% Add +0.7% 4,355 $949K
OMERS ADMINISTRATION Corp 0.01% No change 4,270 $931K
WESPAC Advisors, LLC 0.65% New 4,269 $931K
USA Financial Formulas 0.16% Reduce -27.4% 4,265 $930K
Lee Danner & Bass Inc. 0.07% No change 4,240 $924K
Freedom Investment Management, Inc. 0.07% Reduce -11.3% 4,212 $918K
Belpointe Asset Management LLC 0.04% Add +66.8% 4,207 $917K
Metis Global Partners, LLC 0.02% Reduce -10.7% 4,190 $913K
LBP Am SA 0.01% Reduce -10.1% 4,183 $912K
Scientech Research LLC 0.22% New 4,142 $903K
Trustmark Bank Trust Department 0.06% Add +110.7% 4,139 $902K
Contravisory Investment Management, Inc. 0.18% Reduce -0.1% 4,092 $892K
Global Retirement Partners, LLC 0.02% — 4,089 $891K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +0.2% 4,061 $885K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,000 $872K
Summit Trail Advisors, LLC 0.01% New 3,984 $868K
DAVENPORT & Co LLC 0.00% Add +120.4% 3,959 $863K
Sequoia Financial Advisors, LLC 0.01% Add +69.3% 3,922 $855K
Live Oak Investment Partners 0.66% Reduce -5.0% 3,921 $855K
Checchi Capital Advisers, LLC 0.06% Reduce -12.3% 3,915 $853K
SFE Investment Counsel 0.15% Reduce -0.9% 3,910 $852K
SS&H Financial Advisors, Inc. 0.28% Reduce -27.4% 3,855 $840K
WINTON GROUP Ltd 0.04% Reduce -33.9% 3,828 $834K
Twinbeech Capital LP 0.02% New 3,809 $830K
Ascent Group, LLC 0.03% Reduce -41.2% 3,807 $830K
Allworth Financial LP 0.00% Add +5.4% 3,804 $829K
Pinnacle West Asset Management, Inc. 0.56% Add +2.0% 3,745 $816K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,733 $814K
Advocate Group LLC 0.14% No change 3,682 $803K
Keyes, Stange & Wooten Wealth Management, LLC 0.41% Reduce -8.9% 3,659 $798K
Capital Management Associates, Inc 0.25% New 3,645 $795K
Vident Advisory, LLC 0.01% Add +1.2% 3,630 $791K
Lanark Financial, Inc. 0.06% Add +7.1% 3,615 $787K
Howland Capital Management LLC 0.03% No change 3,608 $786K
Portfolio Design Labs, LLC 0.15% Reduce -53.8% 3,603 $785K
Farmers National Bank 0.21% Add +1.7% 3,597 $784K
Ascentis Independent Advisors 0.15% Add +5.8% 3,597 $784K
Ibex Wealth Advisors 0.08% New 3,572 $778K
Greenleaf Trust 0.01% Reduce -3.7% 3,553 $774K
Waratah Capital Advisors Ltd. 0.05% Reduce -94.4% 3,466 $755K
Hilltop Holdings Inc. 0.05% Add +7.4% 3,439 $750K
Aster Capital Management (DIFC) Ltd 0.17% Add +637.9% 3,372 $735K
Abn Amro Investment Solutions 0.01% No change 3,361 $733K
HighPoint Advisor Group LLC 0.04% Add +13.7% 3,352 $731K
DRW Securities, LLC 0.05% New 3,336 $727K
Smartleaf Asset Management LLC 0.06% Add +15.7% 3,328 $719K
NorthCoast Asset Management LLC 0.00% Add +10.5% 3,282 $715K
Vontobel Holding Ltd. 0.00% Reduce -6.5% 3,248 $708K
Federation des caisses Desjardins du Quebec 0.00% Add +6.4% 3,243 $707K
Aviso Financial Inc. 0.03% New 3,237 $706K
Coldstream Capital Management Inc. 0.01% Reduce -1.0% 3,233 $705K
Integrated Advisors Network LLC 0.03% Reduce -11.1% 3,232 $704K
Concurrent Investment Advisors, LLC 0.01% Add +3.3% 3,230 $704K
Sienna Gestion 0.05% No change 3,536 $704K
Navellier & Associates Inc. 0.09% Reduce -0.8% 3,228 $704K
EagleClaw Capital Managment, LLC 0.10% Reduce -11.7% 3,200 $698K
Sumitomo Life Insurance Co. 0.05% New 3,191 $696K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 3,186 $694K
Nicholas Investment Partners, LP 0.07% Add +15.3% 3,178 $693K
Two Sigma Securities, LLC 0.09% New 3,177 $692K
M&G PLC 0.00% Reduce -45.1% 3,159 $689K
AlTi Global, Inc. 0.02% Reduce -34.0% 3,169 $688K
Wesbanco Bank Inc. 0.02% Add +57.3% 3,150 $687K
Whittier Trust Co. 0.01% No change 3,143 $685K
Farmers Trust Co. 0.13% Reduce -26.3% 3,119 $680K
Atria Wealth Solutions, Inc. 0.02% Reduce -9.0% 3,112 $680K
Focus Partners Advisor Solutions, LLC 0.01% Add +40.9% 3,110 $678K
Concord Asset Management, LLC 0.10% New 3,073 $670K
Concord Wealth Partners 0.10% New 3,073 $670K
Strathmore Capital Advisors, Inc. 0.29% — 3,089 $667K
Jeppson Wealth Management, LLC 0.23% Add +0.4% 3,050 $665K
Harbour Investments, Inc. 0.02% Add +0.4% 3,018 $658K
Reynders McVeigh Capital Management, LLC 0.03% Add +0.1% 3,004 $655K
Evergreen Capital Management LLC 0.02% Add +2.8% 3,004 $655K
Ar Asset Management Inc. 0.15% No change 3,000 $654K
Pring Turner Capital Group Inc. 0.42% No change 3,000 $654K
Montgomery Investment Management Inc. 0.25% No change 3,000 $654K
Dynamic Advisor Solutions LLC 0.02% Reduce -7.0% 2,902 $633K
Investment Management Corp of Ontario 0.01% Reduce -12.1% 2,899 $632K
111 Capital 0.11% New 2,893 $631K
Transcendent Capital Group LLC 0.32% New 2,890 $630K
Machina Capital S.A.S. 0.13% Add +24.4% 2,864 $624K
Mutual Advisors, LLC 0.02% Reduce -0.7% 3,052 $624K
V-Square Quantitative Management LLC 0.08% Add +5.4% 2,831 $617K
Exchange Traded Concepts, LLC 0.01% Reduce -15.2% 2,830 $617K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -3.2% 2,820 $614K
Polymer Capital Management (US) LLC 0.10% New 2,789 $608K
Evoke Wealth, LLC 0.01% Add +40.0% 2,788 $608K
Brandywine Oak Private Wealth LLC 0.06% No change 2,773 $604K
King Wealth Management Group 0.08% No change 2,765 $603K
Aspire Growth Partners LLC 0.49% Reduce -2.1% 2,765 $603K
Prime Capital Investment Advisors, LLC 0.01% Reduce -7.2% 2,728 $595K
Kiker Wealth Management, LLC 0.33% Reduce -6.1% 2,718 $593K
Old National Bancorp 0.01% Add +3.6% 2,714 $592K
ZWJ Investment Counsel Inc. 0.02% No change 2,703 $589K
Johnson Investment Counsel Inc. 0.01% No change 2,697 $588K
Confluence Wealth Services, Inc. 0.03% Reduce -4.4% 2,691 $586K
Leavell Investment Management, Inc. 0.03% Add +8.2% 2,623 $572K
Mufg Securities Americas Inc. 0.05% Add +25.1% 2,594 $565K
Oak Thistle LLC 0.08% New 2,589 $564K
Nations Financial Group Inc, /Ia/ 0.04% Add +3.2% 2,568 $560K
Old Port Advisors 0.15% Reduce -1.0% 2,532 $552K
Signaturefd, LLC 0.01% Add +11.8% 2,523 $550K
Wendell David Associates Inc. 0.05% No change 2,500 $545K
DoubleLine ETF Adviser LP 0.17% Reduce -11.9% 2,500 $545K
Kozak & Associates, Inc. 0.11% Add +0.7% 2,524 $545K
Independent Advisor Alliance 0.02% Add +0.7% 2,474 $539K
Stonebridge Capital Advisors LLC 0.04% Reduce -1.0% 2,450 $534K
D.A. Davidson & Co. 0.00% Add +3.1% 2,446 $533K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -6.6% 2,438 $531K
Virtu Financial LLC 0.03% New 2,431 $530K
Hickory Point Bank & Trust 0.43% Reduce -3.8% 2,425 $529K
First Horizon Advisors, Inc. 0.01% Add +5.2% 2,408 $525K
Apella Capital, LLC 0.01% Reduce -0.2% 2,425 $524K
Optimum Investment Advisors 0.23% No change 2,380 $519K
Moore Capital Management, LP 0.01% Add +5.8% 2,380 $519K
Blackston Financial Advisory Group, LLC 0.32% Reduce -3.6% 2,371 $517K
MIdWestOne Financial Group, Inc. 0.07% No change 2,368 $516K
Syon Capital LLC 0.03% Add +34.5% 2,368 $516K
Occudo Quantitative Strategies LP 0.06% New 2,365 $515K
SPC Financial, Inc. 0.04% Reduce -9.6% 2,362 $515K
GTS Securities LLC 0.02% Add +87.2% 2,361 $515K
Pallas Capital Advisors LLC 0.02% Add +17.0% 2,328 $507K
Vestcor Inc 0.02% Reduce -0.6% 2,319 $505K
Brighton Jones LLC 0.01% New 2,308 $503K
Lifeworks Advisors, LLC 0.07% Add +5.6% 2,307 $503K
Center for Financial Planning, Inc. 0.06% Add +7.5% 2,306 $503K
Quadrant Capital Group LLC 0.02% Add +0.7% 2,305 $502K
Venturi Wealth Management, LLC 0.02% Add +6.9% 2,266 $494K
Burke & Herbert Bank & Trust Co. 0.11% No change 2,259 $492K
Westpac Banking Corp. 0.03% Add +754.0% 2,246 $490K
Waverly Advisors, LLC 0.01% Add +22.1% 2,236 $487K
Choate Investment Advisors 0.01% Add +0.2% 2,235 $487K
Principal Securities, Inc. 0.01% Reduce -19.8% 2,226 $485K
Ritholtz Wealth Management 0.01% Add +3.4% 2,209 $482K
NavPoint Financial, Inc. 0.29% No change 2,204 $480K
Cary Street Partners Financial LLC 0.01% Add +9.4% 2,199 $479K
Norden Group LLC 0.05% Add +2.7% 2,198 $479K
Gilliland Jeter Wealth Management LLC 0.16% Reduce -0.3% 2,198 $479K
Excalibur Management Corp. 0.18% No change 2,195 $478K
Burns Matteson Capital Management, LLC 0.23% Reduce -4.5% 2,190 $477K
Callan Family Office, LLC 0.01% New 2,174 $474K
Tower Research Capital LLC (TRC) 0.01% Reduce -59.6% 2,174 $474K
Impact Investors, Inc 0.33% No change 2,170 $473K
1620 Investment Advisors, Inc. 0.34% Add +3.7% 2,133 $465K
Synergy Investment Management, LLC 0.28% No change 2,125 $463K
FWG Holdings, LLC 0.22% No change 2,241 $459K
Integrity Alliance, Llc. 0.02% Reduce -53.5% 2,087 $455K
St Germain D J Co. Inc. 0.02% Add +135.6% 2,085 $454K
Gsa Capital Partners LLP 0.03% New 2,081 $454K
Rossmore Private Capital 0.05% Reduce -0.1% 2,075 $452K
GC Wealth Management RIA, LLC 0.04% New 2,056 $448K
MQS Management LLC 0.25% New 2,041 $445K
Intrust Bank NA 0.04% Reduce -3.0% 2,038 $444K
Romano Brothers and Company 0.05% No change 2,024 $441K
Profund Advisors LLC 0.02% Reduce -7.5% 2,007 $437K
Brown Brothers Harriman & Co. 0.00% Add +12.6% 2,005 $437K
International Assets Investment Management, LLC 0.04% Reduce -2.0% 2,001 $436K
Corient IA LP 0.26% No change 2,000 $436K
Acima Private Wealth, LLC 0.15% No change 2,000 $436K
Trust Co. of Toledo NA 0.05% No change 1,998 $436K
Appleton Partners Inc. 0.03% Reduce -4.6% 1,986 $433K
Perpetual Ltd 0.01% New 1,983 $432K
Covenant Partners, LLC 0.13% No change 1,975 $430K
Ballentine Partners, LLC 0.01% Add +2.5% 1,975 $430K
Harvest Fund Management Co., Ltd 0.02% No change 1,957 $426K
Hemenway Trust Co LLC 0.03% Reduce -2.5% 1,950 $425K
Berkshire Asset Management LLC 0.02% No change 1,944 $424K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.6% 1,937 $422K
Brooklyn Investment Group 0.05% Add +24.9% 1,905 $415K
Trillium Asset Management, LLC 0.01% Reduce -7.3% 1,891 $412K
Severin Investments, LLC 0.38% Add +0.4% 1,872 $408K
Patron Partners, LLC 0.20% Add +12.0% 1,866 $407K
Wambolt & Associates, LLC 0.14% Add +3.8% 1,840 $404K
AE Wealth Management LLC 0.00% New 1,845 $402K
1ST Source Bank 0.02% Reduce -7.3% 1,844 $402K
Beverly Hills Private Wealth, LLC 0.08% Reduce -9.0% 1,841 $401K
Dumont & Blake Investment Advisors LLC 0.10% No change 1,832 $399K
Ellevest, Inc. 0.06% New 1,830 $399K
Laffer Tengler Investments, Inc. 0.09% Add +18.9% 1,828 $398K
First United Bank & Trust 0.14% No change 1,825 $398K
Associated Banc-Corp 0.01% Reduce -62.3% 1,818 $396K
AMG National Trust Bank 0.01% No change 1,800 $392K
Venture Visionary Partners LLC 0.01% Add +3.4% 1,799 $392K
Perbak Capital Partners LLP 0.09% Add +76.9% 1,794 $391K
TD Private Client Wealth LLC 0.01% Reduce -11.6% 1,794 $391K
Fulcrum Capital LLC 0.08% No change 1,789 $390K
SageView Advisory Group, LLC 0.01% Add +1.6% 1,915 $389K
Sage Private Wealth Group, LLC 0.25% Reduce -12.7% 1,781 $388K
Atlanta Consulting Group Advisors, LLC 0.11% No change 1,779 $388K
McDonald Partners LLC 0.09% No change 1,775 $387K
Hall Capital Management Co. Inc. 0.16% Add +0.3% 1,771 $386K
Rehmann Capital Advisory Group 0.02% Add +5.8% 1,764 $385K
Composition Wealth, LLC 0.01% Add +6.2% 1,762 $384K
Journey Strategic Wealth LLC 0.01% Add +18.3% 1,754 $382K
180 Wealth Advisors, LLC 0.05% Reduce -23.5% 1,747 $381K
Bank & Trust Co 0.30% No change 1,738 $379K
Praxis Investment Management Inc. 0.02% No change 1,730 $377K
RFG - Bristol Wealth Advisors, LLC 0.12% No change 1,715 $374K
NTV Asset Management LLC 0.04% No change 1,700 $371K
Assetmark, Inc. 0.00% Add +23.4% 1,695 $370K
Destiny Wealth Partners, LLC 0.05% Reduce -5.6% 1,691 $369K
Fiduciary Financial Group, LLC 0.07% Add +3.2% 1,663 $365K
Essential Partners LLC 0.14% — 1,666 $363K
Forum Financial Management, LP 0.01% Add +14.1% 1,655 $361K
Aegis Wealth Management LLC 0.21% No change 1,704 $354K
Embree Financial Group 0.05% Add +1.0% 1,624 $354K
Canada Post Corp Registered Pension Plan 0.02% New 1,623 $354K
Hilltop National Bank 0.09% — 1,616 $352K
Premier Path Wealth Partners, LLC 0.05% Add +24.9% 1,613 $352K
Clearstead Advisors, LLC 0.00% Add +1361.8% 1,608 $350K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.3% 1,602 $349K
New England Research & Management, Inc. 0.16% No change 1,591 $347K
GeoWealth Management, LLC 0.01% Add +10.8% 1,581 $345K
Parallel Advisors, LLC 0.01% Reduce -1.6% 1,580 $344K
State of Wyoming 0.04% Add +86.4% 1,577 $344K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.3% 1,572 $343K
Equitable Holdings, Inc. 0.00% Add +12.3% 1,566 $341K
Visionary Wealth Advisors 0.02% Add +5.0% 1,565 $341K
RD Lewis Holdings, Inc. 0.34% Reduce -7.5% 1,650 $341K
Mainstream Capital Management LLC 0.25% No change 1,562 $340K
Titleist Asset Management, LLC 0.03% New 1,546 $337K
Rwa Wealth Partners, LLC 0.00% No change 1,544 $337K
Avidian Wealth Enterprises, LLC 0.01% Add +3.6% 1,540 $336K
Crux Wealth Advisors 0.14% Reduce -51.9% 1,538 $335K
IHT Wealth Management, LLC 0.01% Reduce -12.5% 1,536 $335K
EP Wealth Advisors, LLC 0.00% Add +2.3% 1,534 $334K
Plato Investment Management Ltd 0.03% Add +0.3% 1,530 $332K
Savant Capital, LLC 0.00% Add +21.8% 1,517 $331K
Advisor OS, LLC 0.03% Add +9.8% 1,511 $329K
Ahl Investment Management, Inc. 0.22% Reduce -6.3% 1,500 $327K
Founders Capital Management, LLC 0.06% No change 1,500 $327K
Tower Bridge Advisors 0.04% No change 1,500 $327K
Aigen Investment Management, LP 0.04% Reduce -82.8% 1,491 $325K
Powers Advisory Group, LLC 0.14% Add +0.3% 1,490 $325K
Hager Investment Management Services, LLC 0.19% Add +11284.6% 1,480 $323K
L2 Asset Management, LLC 0.05% New 1,478 $322K
StoneX Group Inc. 0.02% Reduce -5.4% 1,469 $320K
44 Wealth Management LLC 0.11% Add +4.6% 1,467 $320K
Hodges Capital Management Inc. 0.03% Reduce -20.9% 1,461 $319K
Dorsey & Whitney Trust CO LLC 0.02% Add +6.0% 1,456 $317K
RW Investment Management LLC 0.04% No change 1,451 $316K
Bay Capital Advisors, LLC 0.24% Reduce -10.5% 1,444 $315K
Great Valley Advisor Group, Inc. 0.01% Reduce -12.6% 1,443 $314K
Prelude Capital Management, LLC 0.03% New 1,433 $312K
Bryn Mawr Trust Advisors, LLC 0.02% No change 1,431 $312K
Brookstone Capital Management 0.00% Add +1.4% 1,425 $311K
CreativeOne Wealth, LLC 0.01% Add +24.8% 1,425 $311K
Wetzel Investment Advisors, Inc. 0.14% Reduce -12.4% 1,404 $306K
AA Financial Advisors, LLC 0.07% No change 1,400 $305K
Texas Yale Capital Corp. 0.01% No change 1,400 $305K
OneAscent Financial Services LLC 0.02% Reduce -50.5% 1,400 $305K
SVB Wealth LLC 0.02% New 1,395 $304K
Brown Capital Management LLC 0.01% Reduce -7.6% 1,391 $303K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $301K
Bond & Devick Financial Network, Inc. 0.10% Add +0.1% 1,377 $300K
Farther Finance Advisors, LLC 0.01% Add +4.9% 1,376 $300K
Trust Asset Management LLC 0.02% No change 1,361 $297K
Perigon Wealth Management, LLC 0.01% Add +3.5% 1,352 $295K
Capital Insight Partners, LLC 0.05% No change 1,349 $294K
David Wealth Management LLC 0.22% No change 1,347 $294K
Florida Trust Wealth Management Co 0.01% No change 1,343 $293K
Enterprise Financial Services Corp 0.16% Add +2.8% 1,343 $293K
Harbor Investment Advisory, LLC 0.03% Reduce -0.4% 1,340 $292K
NorthRock Partners, LLC 0.01% New 1,337 $291K
CENTRAL TRUST Co 0.01% No change 1,336 $291K
Valeo Financial Advisors, LLC 0.01% Add +11.3% 1,328 $289K
Cullen/Frost Bankers, Inc. 0.00% Add +57.8% 1,321 $288K
OneDigital Investment Advisors LLC 0.00% Add +2.6% 1,315 $287K
Susquehanna Fundamental Investments, LLC 0.01% No change 1,309 $285K
Glenview Trust Co 0.00% Add +4.9% 1,308 $285K
MBB Public Markets I LLC 0.03% Reduce -18.4% 1,296 $282K
Inlet Private Wealth, LLC 0.07% No change 1,287 $281K
J.Safra Asset Management Corp 0.02% Add +6.8% 1,283 $280K
First City Capital Management, Inc. 0.16% No change 1,280 $279K
First Manhattan Co. Llc. 0.00% No change 1,279 $279K
EverSource Wealth Advisors, LLC 0.01% Add +84.9% 1,276 $278K
Advisory Alpha, LLC 0.01% Add +0.9% 1,267 $276K
Cresset Asset Management, LLC 0.00% Reduce -46.5% 1,256 $274K
Pitcairn Co. 0.02% Reduce -4.9% 1,255 $274K
Tiaa Trust, National Association 0.00% Reduce -5.1% 1,250 $272K
Oakworth Capital, Inc. 0.02% No change 1,242 $271K
Graypoint LLC 0.02% Add +5.3% 1,231 $268K
Stevens Capital Management LP 0.07% New 1,229 $268K
Prudential PLC 0.00% No change 1,228 $268K
Cabot Wealth Management Inc. 0.03% No change 1,222 $266K
MTM Investment Management, LLC 0.09% Add +0.3% 1,221 $266K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,214 $265K
West Michigan Advisors, LLC 0.07% Add +23.3% 1,211 $264K
Pinnacle Associates Ltd. 0.00% Add +2.7% 1,207 $263K
Towne Trust Company, N.A 0.09% No change 1,200 $262K
Busey Bank 0.01% Reduce -5.2% 1,184 $258K
Fullcircle Wealth LLC 0.10% Add +1.5% 1,255 $257K
Haverford Trust Co 0.00% Reduce -1.0% 1,173 $256K
Waterloo Capital, L.P. 0.02% New 1,172 $256K
Wedmont Private Capital 0.01% Add +5.4% 1,178 $254K
Personal Cfo Solutions, LLC 0.05% Add +0.8% 1,166 $254K
Cigna Investments Inc. 0.04% Reduce -1.9% 1,164 $254K
Fisher Asset Management 0.00% New 1,161 $253K
Ifrah Financial Services, Inc. 0.07% Reduce -0.9% 1,151 $251K
Birch Hill Investment Advisors LLC 0.01% No change 1,150 $251K
Hantz Financial Services, Inc. 0.00% Add +0.5% 1,141 $249K
J. W. Coons Advisors, LLC 0.06% Add +12.1% 1,123 $245K
Trek Financial, LLC 0.02% Add +0.4% 1,118 $244K
Kingsview Wealth Management, LLC 0.00% Reduce -8.2% 1,115 $243K
Commerzbank Aktiengesellschaft 0.01% No change 1,112 $243K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.5% 1,105 $241K
Oddo BHF Asset Management Sas 0.01% New 1,104 $241K
Beacon Harbor Wealth Advisors, Inc. 0.06% No change 1,100 $240K
Paradigm Asset Management Co. LLC 0.06% New 1,100 $240K
Silvercrest Asset Management Group LLC 0.00% No change 1,095 $239K
Leonard Rickey Investment Advisors P.L.L.C. 0.05% Reduce -4.2% 1,091 $238K
Kestra Investment Management, LLC 0.01% Add +15.4% 1,091 $238K
XTX Topco Ltd 0.01% New 1,089 $237K
apricus wealth, LLC 0.14% Reduce -8.4% 1,085 $236K
Second Half Financial Partners, LLC 0.11% No change 1,085 $236K
Capital Investment Advisors, LLC 0.00% Add +2.6% 1,079 $235K
Accuvest Global Advisors 0.15% New 1,076 $235K
Fortem Financial Group, LLC 0.07% No change 1,066 $232K
Golden State Wealth Management, LLC 0.03% Add +14.5% 1,058 $231K
BLB&B Advisors, LLC 0.01% No change 1,051 $229K
North Star Asset Management Inc. 0.01% No change 1,041 $227K
Panagora Asset Management Inc. 0.00% Add +1.8% 1,041 $227K
Gateway Investment Advisers LLC 0.00% Add +0.5% 1,040 $227K
Dakota Wealth Management 0.00% Add +3.9% 1,034 $225K
Symphony Financial, Ltd. Co. 0.03% New 3,587 $224K
Cary Street Partners Investment Advisory LLC 0.11% Add +8.7% 1,028 $224K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.0% 1,028 $224K
Creative Financial Designs Inc. 0.02% Add +102500.0% 1,026 $224K
Atom Investors LP 0.02% New 1,019 $222K
Meiji Yasuda Life Insurance Co 0.01% New 1,018 $222K
Plante Moran Financial Advisors, LLC 0.02% Add +4.7% 1,017 $222K
Bartlett & Co. Wealth Management LLC 0.00% Add +27.2% 1,016 $222K
Delta Investment Management, LLC 0.04% No change 1,015 $221K
Spire Wealth Management 0.01% Reduce -28.3% 1,015 $221K
Bradley Foster & Sargent Inc. 0.00% No change 1,003 $219K
Chiron Capital Management, LLC 0.19% No change 1,000 $218K
Armstrong, Fleming & Moore, Inc 0.12% New 1,000 $218K
Wells Trecaso Financial Group, LLC 0.07% No change 1,000 $218K
First Bank & Trust 0.04% No change 1,000 $218K
Traphagen Investment Advisors LLC 0.02% No change 1,000 $218K
Focus Financial Network, Inc. 0.01% Reduce -1.1% 999 $218K
AdvisorShares Investments LLC 0.04% Reduce -69.8% 993 $216K
Longboard Asset Management, LP 0.54% No change 989 $216K
Volterra Technologies LP 0.29% — 989 $216K
Phillips Wealth Planners LLC 0.19% New 987 $215K
AlphaCore Capital LLC 0.01% Add +2.5% 979 $213K
Nomura Holdings Inc. 0.00% Reduce -73.5% 977 $213K
Fragasso Financial Advisors Inc 0.01% Add +0.7% 976 $213K
Modera Wealth Management, LLC 0.00% Reduce -40.0% 976 $213K
Taylor Financial Group, Inc. 0.13% No change 975 $213K
Chico Wealth RIA 0.17% Reduce -0.1% 972 $212K
BIP Alliance, LLC 0.08% Add +0.2% 972 $212K
Montag A & Associates Inc. 0.01% Add +3.4% 968 $211K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 967 $211K
Tower Wealth Partners, Inc. 0.12% New 953 $208K
Full Sail Capital, LLC 0.01% New 942 $205K
Clarius Group, LLC 0.01% New 936 $204K
Westmount Partners, LLC 0.06% Reduce -31.9% 935 $204K
Argent Trust Co 0.01% New 931 $203K
Pettyjohn, Wood & White, Inc. 0.04% New 927 $202K
Pinnacle Financial Partners Inc 0.00% New 927 $202K
Farmers & Merchants Investments Inc. 0.01% No change 924 $201K
UMB Bank, n.a. 0.00% Add +0.6% 921 $201K
Brown Advisory Inc. 0.00% New 918 $200K
Private Trust Co. NA 0.02% Add +32.1% 910 $198K
Ramirez Asset Management, Inc. 0.03% No change 900 $196K
MassMutual Private Wealth & Trust, FSB 0.01% Add +75.4% 893 $195K
Millstone Evans Group, LLC 0.13% No change 875 $191K
Deseret Mutual Benefit Administrators 0.09% No change 852 $186K
Missouri Trust & Investment Co 0.05% No change 765 $167K
Costello Asset Management, INC 0.06% Add +0.8% 755 $165K
S.A. Mason LLC 0.08% No change 750 $163K
Silvant Capital Management LLC 0.01% No change 733 $160K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -65.5% 730 $159K
Parkside Financial Bank & Trust 0.02% Add +17.5% 713 $155K
Icon Wealth Advisors, LLC 0.01% New 703 $153K
Rosenberg Matthew Hamilton 0.03% No change 674 $147K
Trust Co 0.02% Add +31.9% 653 $142K
Pension & Wealth Management Advisors, Inc. 0.05% No change 650 $142K
First Financial Corp. 0.06% No change 650 $142K
MorganRosel Wealth Management, LLC 0.04% No change 645 $141K
Bruce G. Allen Investments, LLC 0.11% Add +4.7% 642 $140K
Flagship Wealth Advisors, LLC 0.05% No change 638 $139K
CGC Financial Services, LLC 0.05% Add +3.7% 622 $136K
Johnson Financial Group, Inc. 0.01% No change 619 $135K
Cohen & Steers, Inc. 0.00% No change 600 $131K
Ameritas Advisory Services, LLC 0.01% New 601 $131K
Independence Bank of Kentucky 0.02% No change 590 $129K
Sterling Capital Management LLC 0.00% Reduce -83.0% 558 $122K
Central Pacific Bank - Trust Division 0.02% Reduce -3.7% 540 $118K
Hills Bank & Trust Co 0.01% No change 537 $117K
Quarry LP 0.03% New 506 $110K
Investors Research Corp 0.02% No change 500 $109K
Caldwell Trust Co 0.01% New 500 $109K
Avion Wealth 0.02% Add +1.6% 498 $108K
AdvisorNet Financial, Inc 0.01% Add +1.6% 455 $99K
Truvestments Capital LLC 0.02% No change 440 $96K
Wealth Preservation Advisors, LLC 0.06% No change 433 $94K
McIlrath & Eck, LLC 0.01% Reduce -20.5% 430 $94K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +12.6% 419 $91K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 405 $88K
Crews Bank & Trust 0.01% No change 400 $87K
Riverview Trust Co 0.10% Reduce -22.8% 380 $83K
Armstrong Advisory Group, Inc. 0.01% Add +434.3% 374 $82K
Arax Advisory Partners 0.00% Add +984.6% 282 $78K
MUFG Securities EMEA plc 0.00% New 345 $75K
SBI Securities Co., Ltd. 0.00% Reduce -9.4% 345 $75K
Syntax Research, Inc. 0.05% No change 337 $73K
Briaud Financial Planning Inc 0.03% No change 337 $73K
MV Capital Management, Inc. 0.01% Reduce -1.2% 333 $73K
Cromwell Holdings LLC 0.04% Add +2.8% 330 $72K
Thompson Investment Management, Inc. 0.01% No change 325 $71K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +5.2% 324 $71K
Ascentis Wealth Management, LLC 0.02% New 319 $70K
Banque Cantonale Vaudoise 0.00% Reduce -80.5% 321 $70K
Main Street Group, LTD 0.02% No change 313 $68K
TCTC Holdings, LLC 0.00% No change 312 $68K
CYBER HORNET ETFs LLC 0.05% New 311 $68K
Everstar Asset Management, LLC 0.04% Add +281.2% 12,100 $68K
WPG Advisers, LLC 0.06% Add +24.5% 310 $68K
Tompkins Financial Corp. 0.01% No change 308 $67K
Bogart Wealth, LLC 0.00% Reduce -0.3% 307 $67K
Indiana Trust & Investment Management Co 0.02% No change 300 $65K
Bangor Savings Bank 0.01% No change 297 $65K
CoreCap Advisors, LLC 0.00% Add +266.3% 293 $64K
First Community Trust NA 0.05% Reduce -15.5% 273 $60K
Zions Bancorporation, National Association 0.00% Add +0.7% 273 $60K
Arlington Trust Co LLC 0.01% Add +0.8% 268 $58K
Fortitude Family Office, LLC 0.02% Reduce -22.1% 243 $53K
Elevation Wealth Partners, LLC 0.02% Add +0.4% 238 $52K
Smithfield Trust Co 0.00% Add +72.6% 233 $51K
Gulf International Bank (UK) Ltd 0.00% No change 237 $51K
Quaker Wealth Management, LLC 0.02% — 221 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 205 $45K
Rise Advisors, LLC 0.02% Add +1.0% 203 $44K
Atlantic Union Bankshares Corp 0.00% New 200 $44K
Cape Investment Advisory, Inc. 0.02% No change 200 $44K
Princeton Global Asset Management LLC 0.01% No change 200 $44K
Kimelman & Baird, LLC 0.00% No change 200 $44K
Caitong International Asset Management Co., Ltd 0.03% Reduce -54.0% 187 $41K
Duncker Streett & Co. Inc. 0.01% No change 186 $41K
Park Place Capital Corp 0.01% Reduce -10.4% 181 $40K
Centennial Bank 0.02% Add +16.7% 175 $38K
Hemington Wealth Management 0.01% Add +22.4% 175 $38K
SouthState Bank Corp 0.00% Reduce -0.6% 172 $37K
Twin Tree Management, LP 0.00% New 170 $37K
MCF Advisors LLC 0.00% No change 167 $36K
Hartford Financial Management Inc. 0.01% Reduce -14.1% 165 $36K
ORG Partners LLC 0.01% No change 142 $31K
Westside Investment Management, Inc. 0.01% Add +38.0% 138 $30K
Boyd Watterson Asset Management LLC 0.01% Reduce -45.3% 139 $30K
Union Savings Bank 0.01% No change 150 $30K
Covestor Ltd 0.02% Add +1.5% 134 $30K
West Branch Capital LLC 0.01% No change 136 $30K
True Wealth Design, LLC 0.01% Add +419.2% 135 $29K
Alpine Bank Wealth Management 0.00% Reduce -18.3% 134 $29K
Raiffeisen Bank International AG 0.00% Reduce -62.3% 134 $29K
Grove Bank & Trust 0.00% No change 133 $29K
Elevation Point Wealth Partners, LLC 0.00% New 133 $29K
HHM Wealth Advisors, LLC 0.00% Reduce -50.8% 125 $27K
ESL Trust Services, LLC 0.01% Reduce -14.2% 121 $26K
Twin Peaks Wealth Advisors, LLC 0.01% New 125 $26K
CVA Family Office, LLC 0.00% Reduce -1.7% 114 $25K
Tortoise Investment Management, LLC 0.00% Add +4.7% 111 $24K
Gables Capital Management Inc. 0.01% No change 110 $24K
SOA Wealth Advisors, LLC. 0.00% No change 107 $23K
PrairieView Partners, LLC 0.00% No change 109 $23K
Tradewinds Capital Management, LLC 0.01% No change 100 $22K
LRI Investments, LLC 0.00% No change 100 $22K
Versant Capital Management, Inc 0.00% New 99 $22K
Larson Financial Group LLC 0.00% Add +7.7% 98 $21K
Ogorek Anthony Joseph /NY/ 0.01% Add +7.6% 99 $21K
GW&K Investment Management, LLC 0.00% Add +31.9% 95 $21K
Legacy Investment Solutions, LLC 0.01% — 94 $20K
Legacy Wealth Managment, LLC 0.01% New 94 $20K
Pinnacle Bancorp, Inc. 0.01% No change 88 $19K
Financial Perspectives, Inc 0.01% No change 88 $19K
Signature Resources Capital Management, LLC 0.01% Add +29.0% 80 $17K
Summit Securities Group LLC 0.01% New 79 $17K
JFS Wealth Advisors, LLC 0.00% Add +5.3% 79 $17K
Strategic Wealth Partners, Ltd. 0.00% — 78 $17K
Hughes Financial Services, LLC 0.00% Reduce -2.4% 81 $17K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $16K
Cornerstone Planning Group LLC 0.00% Reduce -14.1% 79 $16K
Accredited Wealth Management, LLC 0.01% No change 74 $16K
GoalVest Advisory LLC 0.00% No change 74 $16K
Raffa Wealth Management, LLC 0.00% Add +350.0% 72 $16K
NewSquare Capital LLC 0.00% Add +2.9% 71 $15K
NBT Bank, N.A. 0.00% No change 68 $15K
Valued Wealth Advisors LLC 0.01% Add +1.5% 66 $14K
Meeder Asset Management Inc. 0.00% Add +8.9% 61 $13K
Sound Income Strategies, LLC 0.00% Reduce -16.9% 54 $12K
Whipplewood Advisors, LLC 0.01% Reduce -73.2% 53 $12K
Wolff Wiese Magana LLC 0.01% No change 52 $11K
Prestige Wealth Management Group LLC 0.00% No change 52 $11K
Activest Wealth Management 0.00% Add +10.6% 52 $11K
Aventura Private Wealth, LLC 0.00% New 50 $11K
Clearstead Trust, LLC 0.00% No change 48 $10K
Centricity Wealth Management, LLC 0.01% No change 47 $10K
CBIZ Investment Advisory Services, LLC 0.00% Add +258.3% 43 $9K
City State Bank 0.00% No change 42 $9K
Anchor Investment Management, LLC 0.00% No change 42 $9K
Binnacle Investments Inc 0.01% Add +7.9% 41 $9K
Physician Wealth Advisors, Inc. 0.00% No change 40 $9K
2UniFi Bank 0.00% No change 35 $8K
First Pacific Financial 0.00% No change 35 $8K
Rakuten Securities, Inc. 0.00% Add +750.0% 34 $7K
Transamerica Financial Advisors, LLC 0.00% Reduce -28.9% 32 $7K
Salem Investment Counselors Inc. 0.00% Reduce -26.8% 30 $7K
Trust Co. of Vermont 0.00% No change 30 $7K
Sierra Ocean, LLC 0.00% No change 29 $6K
Manchester Capital Management LLC 0.00% Add +20.8% 29 $6K
Maseco LLP 0.00% — 28 $6K
GFG Capital, LLC 0.00% New 28 $6K
Key Financial Inc 0.00% No change 28 $6K
Tsfg, LLC 0.00% No change 26 $6K
Retirement Wealth Solutions LLC 0.00% Reduce -18.8% 26 $6K
Asset Dedication, LLC 0.00% No change 25 $5K
Howard Hughes Medical Institute 0.00% New 25 $5K
MPWM Advisory Solutions, LLC 0.00% Reduce -4.0% 24 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $5K
Archer Investment Corp 0.00% Reduce -8.0% 23 $5K
Pandora Wealth, Inc. 0.00% New 23 $5K
Sachetta, LLC 0.00% Add +57.1% 22 $5K
DT Investment Partners, LLC 0.00% No change 22 $5K
Darwin Wealth Management, LLC 0.00% No change 22 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.0% 21 $5K
Murphy & Mullick Capital Management Corp 0.00% No change 21 $5K
Bernard Wealth Management Corp. 0.00% No change 20 $4K
PFS Partners, LLC 0.00% New 19 $4K
Capital Advisors, Ltd. LLC 0.00% No change 18 $4K
Abound Wealth Management 0.00% New 18 $4K
Talon Private Wealth, LLC 0.00% New 18 $4K
Transce3nd, LLC 0.00% Add +157.1% 18 $4K
YANKCOM Partnership 0.00% No change 17 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 16 $4K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Creekmur Asset Management LLC 0.00% No change 15 $3K
Keystone Financial Group, Inc. 0.00% No change 15 $3K
Financial Management Professionals, Inc. 0.00% No change 14 $3K
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 12 $3K
Rialto Wealth Management, LLC 0.00% Add +266.7% 11 $2K
Dunhill Financial, LLC 0.00% Reduce -66.7% 10 $2K
Hollencrest Capital Management 0.00% Reduce -50.0% 10 $2K
Tobam 0.00% No change 11 $2K
HFM Investment Advisors, LLC 0.00% Add +200.0% 9 $2K
High Note Wealth, LLC 0.00% New 9 $2K
Colonial Trust Co / SC 0.00% No change 9 $2K
Leonteq Securities AG 0.00% Reduce -47.1% 9 $2K
Dogwood Wealth Management LLC 0.00% No change 9 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +133.3% 7 $2K
Atlas Capital Advisors Inc. 0.00% No change 7 $2K
Clark Wealth Partners 0.00% No change 6 $1K
Highline Wealth Partners LLC 0.00% Add +200.0% 6 $1K
Total Investment Management Inc. 0.00% New 6 $1K
Carolina Wealth Advisors, LLC 0.00% New 6 $1K
Principia Wealth Advisory, LLC 0.00% Add +66.7% 5 $1K
Stephens Consulting, LLC 0.00% New 5 $1K
Garde Capital, Inc. 0.00% No change 5 $1K
Penserra Capital Management LLC 0.00% No change 9 $1K
WealthTrak Capital Management LLC 0.00% No change 4 $872
Parkworth Wealth Management, Inc. 0.00% Add +33.3% 4 $872
Horizon Financial Services, LLC 0.00% No change 4 $872
Bell Investment Advisors, Inc 0.00% No change 4 $872
Trifecta Capital Advisors, LLC 0.00% New 4 $872
Safe Harbor Fiduciary, LLC 0.00% No change 3 $654
S&T Bank 0.00% New 3 $654
GPS Wealth Strategies Group, LLC 0.00% New 3 $654
WestEnd Advisors, LLC 0.00% No change 3 $654
DecisionPoint Financial, LLC 0.00% New 2 $440
Raleigh Capital Management Inc. 0.00% New 2 $436
American Capital Advisory, LLC 0.00% Add +100.0% 2 $436
Nvwm, LLC 0.00% No change 2 $436
Private Wealth Asset Management, LLC 0.00% No change 2 $436
Private Wealth Management Group, LLC 0.00% No change 2 $436
Pittenger & Anderson Inc. 0.00% No change 2 $436
LGT Financial Advisors LLC 0.00% New 1 $218
TFC Financial Management, Inc. 0.00% New 1 $218

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