Darden RestaurantsDRI

13F holders, Q3 2025 (September 30)
986holders −75
71new positions
132sold out
10famous investors
$189.92avg. 13F price*

At the end of Q3 2025, 986 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, down 75 from Q2 2025. 71 opened new positions and 132 sold out. The largest holders were Capital World Investors ($2.8B), Vanguard Group Inc. ($2.7B) and BlackRock, Inc. ($1.9B). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Lee Ainslie (0.1% of Maverick Capital's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions71$76.8M
Exits132$345.2M

All 13F filers, Q2 2025 → Q3 2025: 6,213,279 shares bought and 7,701,390 shares sold, net −1,488,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 986 holders

Capital World Investors 0.39% Add +1.6% 14,839,198 $2.8B
Vanguard Group Inc. 0.04% Reduce -0.3% 14,019,390 $2.7B
BlackRock, Inc. 0.03% Add +5.8% 9,916,728 $1.9B
State Street Corp. 0.03% Reduce -0.3% 4,900,005 $932.8M
Wellington Management Group LLP 0.15% Add +32.8% 4,463,786 $849.7M
Charles Schwab Investment Management Inc. 0.13% Add +1.2% 4,121,623 $784.6M
Raymond James Financial Inc. 0.21% Reduce -2.2% 3,506,083 $667.4M
Geode Capital Management, LLC 0.04% Add +8.0% 3,386,355 $642.3M
JPMorgan Chase & Co. 0.03% Add +78.4% 2,666,919 $507.7M
Morgan Stanley 0.02% Reduce -4.4% 2,064,415 $393.0M
Capital International Investors 0.06% Add +1.1% 1,904,022 $362.8M
Newport Trust Company, LLC 0.81% Reduce -0.2% 1,860,895 $354.2M
Bank of America Corp. 0.02% Reduce -3.8% 1,650,774 $314.2M
Earnest Partners LLC 1.22% Reduce -1.1% 1,481,084 $281.9M
Northern Trust Corp. 0.03% Reduce -0.2% 1,387,876 $264.2M
Invesco Ltd. 0.04% Reduce -31.1% 1,321,102 $251.5M
Dimensional Fund Advisors LP 0.05% Reduce -3.7% 1,199,900 $228.4M
Squarepoint Ops LLC 0.43% Add +23.5% 1,067,288 $203.2M
Bank of New York Mellon Corp 0.03% Reduce -1.5% 961,057 $182.9M
UBS Group AG 0.03% Add +4.0% 912,710 $173.7M
Hamlin Capital Management, LLC 3.91% Reduce -1.6% 903,722 $172.0M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -1.2% 870,179 $165.6M
Goldman Sachs Group Inc. 0.02% Reduce -28.7% 674,131 $128.3M
Legal & General Group Plc 0.03% Add +2.0% 655,579 $124.8M
T. Rowe Price Associates Inc. 0.01% Add +49.2% 640,730 $122.0M
Boston Partners 0.12% Reduce -19.9% 625,812 $119.1M
Massachusetts Financial Services Co. 0.04% Reduce -1.3% 614,132 $116.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -25.5% 573,309 $109.1M
Sei Investments Co. 0.11% Reduce -1.1% 532,491 $101.4M
Wells Fargo & Company 0.02% Reduce -6.3% 430,048 $81.9M
Qube Research & Technologies Ltd 0.11% Add +254.7% 419,863 $79.9M
HSBC Holdings PLC 0.05% Add +9.4% 410,517 $78.1M
Amundi 0.02% Reduce -45.1% 402,282 $77.6M
Millennium Management 0.06% Add +2.8% 399,472 $76.0M
Nuveen, LLC 0.02% Reduce -0.7% 396,713 $75.5M
Balyasny Asset Management L.P. 0.16% Reduce -42.4% 396,181 $75.4M
Deutsche Bank AG 0.02% Reduce -13.1% 386,418 $73.6M
Neuberger Berman Group LLC 0.05% Reduce -1.0% 368,654 $70.2M
AQR Capital Management 0.04% Reduce -49.0% 368,363 $70.1M
Woodley Farra Manion Portfolio Management Inc. 3.27% Reduce -3.3% 364,998 $69.5M
Royal Bank of Canada 0.01% Reduce -29.7% 355,204 $67.6M
Ameriprise Financial Inc. 0.02% Add +12.4% 344,431 $65.6M
Marshall Wace, LLP 0.07% Reduce -51.9% 339,800 $64.7M
Envestnet Asset Management Inc. 0.02% Reduce -0.7% 337,505 $64.2M
Swiss Life Asset Management Ltd 0.33% Reduce -2.5% 337,383 $64.2M
Swiss National Bank 0.04% Reduce -4.8% 337,300 $64.2M
California Public Employees Retirement System 0.04% Reduce -11.0% 330,497 $62.9M
DekaBank Deutsche Girozentrale 0.10% No change 324,122 $62.3M
AEGON ASSET MANAGEMENT UK Plc 0.67% Add +2.5% 295,379 $56.4M
Barclays PLC 0.02% Reduce -10.6% 281,787 $53.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.9% 278,117 $52.9M
Man Group plc 0.10% Add +148.5% 271,651 $51.7M
Rhumbline Advisers 0.04% Add +0.0% 269,433 $51.3M
Macquarie Group Ltd. 0.06% Add +6.0% 265,924 $50.6M
Regions Financial Corp. 0.31% Reduce -0.4% 246,730 $47.0M
LPL Financial LLC 0.01% Add +5.6% 245,346 $46.7M
Toronto Dominion Bank 0.09% Add +53.7% 243,791 $46.4M
BNP Paribas Financial Markets 0.04% Add +14.2% 240,346 $45.8M
J. Safra Sarasin Holding AG 0.74% Reduce -1.7% 239,740 $45.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +2.1% 234,452 $44.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -20.6% 229,332 $43.7M
Great Lakes Advisors, LLC 0.36% Reduce -32.8% 227,577 $43.3M
National Pension Service 0.03% Add +2.0% 195,699 $37.3M
Victory Capital Management Inc. 0.02% Add +2.2% 195,455 $37.2M
Capital International, Inc. 0.26% Add +36.5% 172,609 $32.9M
FMR LLC 0.00% Reduce -30.3% 172,382 $32.8M
California State Teachers Retirement System 0.03% Reduce -4.1% 157,608 $30.0M
Prudential Financial Inc. 0.03% Reduce -74.3% 154,373 $29.4M
New York State Common Retirement Fund 0.04% Reduce -3.0% 152,674 $29.1M
US Bancorp \de 0.03% Reduce -2.2% 141,391 $26.9M
Principal Financial Group Inc. 0.01% Reduce -2.2% 139,005 $26.5M
TD Asset Management Inc 0.02% Add +42.6% 138,731 $26.4M
Natixis Advisors, LLC 0.04% Add +8.1% 133,960 $25.5M
Citigroup Inc. 0.02% Reduce -54.7% 132,717 $25.3M
Alliancebernstein L.P. 0.01% Reduce -1.8% 131,822 $25.1M
CANADA LIFE ASSURANCE Co 0.04% Add +2.6% 128,333 $24.8M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +3.9% 126,295 $24.0M
Public Employees Retirement Association of Colorado 0.09% Reduce -1.3% 125,730 $23.9M
Willis Investment Counsel 1.28% Add +18.9% 122,600 $23.3M
Franklin Resources Inc. 0.01% Add +7.1% 119,687 $22.8M
Burney Co./ 0.71% Add +1.7% 117,060 $22.3M
Bank of Montreal 0.01% Reduce -59.0% 115,634 $22.0M
Alps Advisors Inc. 0.12% Add +4.9% 115,361 $22.0M
Mizuho Markets Americas LLC 0.44% Reduce -29.7% 110,487 $21.0M
Adage Capital Partners Gp, L.L.C. 0.03% Add +15.6% 106,504 $20.3M
New York State Teachers Retirement System 0.04% Reduce -3.8% 105,214 $20.0M
First Trust Advisors LP 0.01% Add +27.9% 102,298 $19.5M
Applied Finance Capital Management, LLC 1.38% Reduce -4.9% 101,830 $19.4M
Andra AP-fonden 0.25% Add +29.6% 101,000 $19.2M
Verition Fund Management LLC 0.11% Reduce -52.3% 100,914 $19.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.9% 97,162 $18.5M
Valley Wealth Managers, Inc. 1.22% Add +1.0% 97,154 $18.5M
Citadel Advisors 0.02% Add +181.6% 97,140 $18.5M
Brandywine Global Investment Management, LLC 0.13% New 96,105 $18.3M
Quantinno Capital Management LP 0.05% Add +92.7% 96,081 $18.3M
Aviva PLC 0.03% Add +6.2% 93,085 $17.7M
Assenagon Asset Management S.A. 0.03% Add +59.4% 89,678 $17.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -8.7% 90,491 $17.0M
Treasurer of the State of North Carolina 0.05% Add +54.7% 84,402 $16.1M
Gotham Asset Management 0.07% Add +41.1% 83,145 $15.8M
Flputnam Investment Management Co. 0.23% Add +62.8% 81,185 $15.5M
Stifel Financial Corp. 0.01% Add +6.0% 80,643 $15.4M
Running Oak Capital LLC 1.70% Add +2.1% 79,463 $15.1M
Swedbank AB 0.02% Reduce -0.3% 78,058 $14.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -3.3% 76,743 $14.6M
American Century Companies Inc. 0.01% Add +1.8% 76,513 $14.6M
Osaic Holdings, Inc. 0.02% Add +64.3% 70,181 $14.0M
Allianz Asset Management GmbH 0.02% Reduce -51.3% 72,776 $13.9M
National Bank of Canada 0.02% Reduce -11.7% 72,508 $13.8M
Cetera Investment Advisers 0.02% Add +27.6% 71,795 $13.7M
Korea Investment CORP 0.03% Add +8.1% 71,311 $13.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +2.5% 71,265 $13.6M
Synovus Financial Corp. 0.15% Add +1.3% 71,140 $13.5M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +552.3% 69,194 $13.2M
Pictet Asset Management Holding SA 0.01% Reduce -2.7% 68,917 $13.1M
Guardian Capital LP 0.42% Add +130.0% 68,852 $13.1M
State of Wisconsin Investment Board 0.03% Reduce -16.1% 67,003 $12.8M
Aberdeen Group plc 0.02% Reduce -18.0% 67,074 $12.7M
Voya Investment Management LLC 0.01% Reduce -38.0% 66,677 $12.7M
Teacher Retirement System of Texas 0.05% Add +98.5% 64,118 $12.2M
Steward Partners Investment Advisory, LLC 0.07% Reduce -71.0% 64,100 $12.2M
Prospector Partners LLC 1.47% Reduce -3.7% 63,478 $12.1M
Bank of Nova Scotia 0.02% Reduce -6.9% 61,547 $11.7M
Renaissance Technologies 0.02% Add +97.1% 61,300 $11.7M
Danske Bank A/S 0.03% Add +12.6% 60,640 $11.5M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.3% 60,620 $11.5M
Russell Investments Group, Ltd. 0.01% Add +2.0% 59,361 $11.3M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +5.0% 58,408 $11.1M
Covington Investment Advisors Inc. 1.45% Add +0.1% 57,994 $11.0M
Rakuten Investment Management, Inc. 0.04% — 304,411 $10.9M
NorthCoast Asset Management LLC 0.04% Add +1645.7% 57,293 $10.9M
Truist Financial Corp. 0.01% Reduce -21.2% 56,574 $10.8M
PNC Financial Services Group, Inc. 0.01% Reduce -6.5% 56,533 $10.8M
Asset Management One Co., Ltd. 0.03% Reduce -7.4% 55,563 $10.6M
Hudson Bay Capital Management LP 0.07% Add +104.4% 55,254 $10.5M
Royal London Asset Management Ltd. 0.02% Add +4.7% 54,791 $10.4M
Beacon Investment Advisory Services, Inc. 0.43% Add +3.8% 53,637 $10.2M
NewEdge Advisors, LLC 0.05% Reduce -5.3% 52,806 $10.1M
Calamos Advisors LLC 0.06% No change 52,730 $10.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.1% 51,235 $9.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Reduce -0.3% 51,243 $9.8M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.2% 50,356 $9.6M
Skba Capital Management LLC 1.31% Reduce -16.3% 49,915 $9.5M
Commerce Bank 0.05% Reduce -1.1% 48,962 $9.3M
Wilmington Savings Fund Society, FSB 0.22% Reduce -4.0% 48,180 $9.2M
Caisse de depot et placement du Quebec 0.02% Reduce -41.4% 47,797 $9.1M
Knights of Columbus Asset Advisors LLC 0.52% Add +9.4% 47,735 $9.1M
Ensign Peak Advisors, Inc 0.01% Reduce -16.2% 46,152 $8.8M
Longaeva Partners L.P. 1.89% New 46,016 $8.8M
Geneos Wealth Management Inc. 0.22% Add +2.1% 45,817 $8.7M
Williams Jones Wealth Management, LLC. 0.10% No change 45,695 $8.7M
Lazard Asset Management LLC 0.01% Add +11.4% 45,396 $8.6M
VestGen Advisors, LLC 0.28% Add +58.6% 44,834 $8.5M
GLOBALT Investments LLC / GA 0.30% Reduce -1.5% 43,618 $8.3M
Lion Street Advisors, LLC 2.86% Add +186.4% 57,370 $8.3M
Marks Group Wealth Management, Inc 0.76% Reduce -2.8% 43,241 $8.2M
World Investment Advisors 0.17% Reduce -4.1% 42,635 $8.1M
Stephens Inc. 0.10% Reduce -23.6% 42,126 $8.1M
KLP Kapitalforvaltning As 0.03% No change 42,200 $8.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -66.2% 41,410 $7.9M
Holocene Advisors, LP 0.02% New 41,340 $7.9M
Credit Agricole S A 0.03% — 40,937 $7.8M
Sienna Gestion 0.54% Add +1164.8% 44,723 $7.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +58.6% 39,807 $7.6M
Commonwealth Equity Services, LLC 0.01% Add +16.4% 39,011 $7.4M
AXA Investment Managers S.A. 0.02% — 38,903 $7.4M
Mariner, LLC 0.01% Reduce -12.9% 38,765 $7.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -5.5% 38,161 $7.3M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.0% 38,243 $7.3M
Nisa Investment Advisors, LLC 0.03% Reduce -10.7% 38,008 $7.2M
Forsta Ap-Fonden 0.04% Add +53.1% 36,900 $7.0M
Public Employees Retirement System of Ohio 0.02% Reduce -41.3% 36,501 $6.9M
Cullen Investment Group, LTD. 0.91% Add +2.9% 35,588 $6.9M
TrueMark Investments, LLC 1.18% Add +56.5% 35,800 $6.8M
Banco Santander, S.A. 0.06% New 35,421 $6.7M
Westport Asset Management Inc. 2.78% No change 35,000 $6.7M
Federated Hermes, Inc. 0.01% Add +70.9% 34,816 $6.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +0.3% 34,744 $6.6M
Arizona State Retirement System 0.04% Add +1.2% 34,621 $6.6M
Creative Planning 0.01% Add +11.0% 34,474 $6.6M
Arkadios Wealth Advisors 0.16% Add +6.3% 34,326 $6.5M
MetLife Investment Management, LLC 0.03% Reduce -1.7% 34,288 $6.5M
WINTON GROUP Ltd 0.24% Add +790.8% 34,100 $6.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -63.5% 33,470 $6.4M
State of Tennessee, Department of Treasury 0.02% Add +2.6% 33,357 $6.3M
QV Investors Inc. 0.54% No change 32,682 $6.2M
Comerica Bank 0.02% Reduce -14.6% 31,803 $6.1M
State of Michigan Retirement System 0.03% Reduce -0.6% 31,612 $6.0M
Ellsworth Advisors, LLC 1.25% Reduce -0.6% 31,052 $5.8M
M&T Bank Corp 0.02% Reduce -13.4% 30,037 $5.7M
F/m Investments LLC 0.22% Add +169.4% 29,970 $5.7M
Czech National Bank 0.04% Add +3.9% 29,725 $5.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.22% Add +2.8% 29,381 $5.6M
Achmea Investment Management B.V. 0.07% No change 29,316 $5.6M
Janney Montgomery Scott LLC 0.01% Add +1.4% 28,891 $5.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.3% 28,606 $5.4M
MML Investors Services, LLC 0.01% Reduce -2.9% 28,324 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.1% 28,104 $5.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.4% 28,026 $5.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -6.4% 27,653 $5.3M
CPC Advisors, LLC 0.55% New 27,574 $5.2M
Patton Albertson Miller Group, LLC 0.63% Reduce -0.1% 27,521 $5.2M
Mgo One Seven LLC 0.12% Add +331.2% 27,314 $5.2M
Pinebridge Investments, L.P. 0.04% Add +105.8% 27,239 $5.2M
First Financial Bank - Trust Division 0.44% Reduce -4.1% 27,140 $5.2M
Amalgamated Bank 0.04% Add +0.9% 26,989 $5.1M
Walleye Trading LLC 0.08% New 26,977 $5.1M
Xponance LLC 0.04% Reduce -2.7% 26,410 $5.0M
Virginia Wealth Management Group, Inc. 2.88% Add +3.0% 26,234 $5.0M
Coppell Advisory Solutions LLC 0.51% Add +28.3% 25,139 $4.9M
Harrell Investment Partners, LLC 1.13% Reduce -5.5% 25,155 $4.8M
Retirement Systems of Alabama 0.02% Reduce -0.6% 24,964 $4.8M
Storebrand Asset Management As 0.01% Add +3.0% 24,919 $4.7M
TD Waterhouse Canada Inc. 0.03% Reduce -2.2% 24,547 $4.7M
Royal Fund Management, LLC 0.56% Reduce -26.7% 24,313 $4.6M
Motco 0.42% Add +2.0% 24,282 $4.6M
IFM Investors Pty Ltd 0.04% Add +4.1% 24,267 $4.6M
Mercer Global Advisors Inc. 0.01% Reduce -3.4% 23,838 $4.5M
Rockefeller Capital Management L.P. 0.01% Add +1.0% 23,588 $4.5M
Cohen Capital Management, Inc. 0.69% No change 23,239 $4.4M
Maverick Capital 0.06% Add +153.8% 23,231 $4.4M
Picton Mahoney Asset Management 0.06% Reduce -63.9% 23,070 $4.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -6.1% 22,824 $4.3M
Zacks Investment Management 0.03% Add +0.5% 22,570 $4.3M
DNB Asset Management AS 0.02% Add +5.5% 22,085 $4.2M
Beacon Investment Advisors LLC 1.69% Add +0.5% 21,706 $4.1M
Captrust Financial Advisors 0.01% Reduce -9.0% 21,629 $4.1M
Fifth Third Bancorp 0.01% Reduce -7.8% 21,078 $4.0M
Siemens Fonds Invest GmbH 0.22% Add +23.0% 20,861 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -1.7% 20,843 $4.0M
KBC Group NV 0.01% Add +21.9% 20,560 $3.9M
Ethic Inc. 0.06% Reduce -6.2% 19,962 $3.8M
ProShare Advisors LLC 0.01% Reduce -0.6% 19,869 $3.8M
Jennison Associates LLC 0.00% Reduce -34.2% 19,525 $3.7M
Empowered Funds, LLC 0.04% Add +6.4% 19,427 $3.7M
Utah Retirement Systems 0.04% No change 19,273 $3.7M
Vista Investment Partners LLC 1.02% Add +0.2% 19,221 $3.7M
CIBC Asset Management Inc 0.01% Add +0.1% 18,934 $3.6M
Daiwa Securities Group Inc. 0.01% Add +4.1% 18,933 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.2% 18,906 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +5.9% 18,828 $3.6M
Van Eck Associates Corp. 0.00% Add +2.0% 18,676 $3.6M
USS Investment Management Ltd 0.02% No change 18,585 $3.5M
Pathstone Holdings, LLC 0.01% Add +6.1% 18,519 $3.5M
Moran Wealth Management, LLC 0.10% New 18,239 $3.5M
ASR Vermogensbeheer N.V. 0.04% Reduce -0.4% 18,112 $3.4M
Decatur Capital Management, Inc. 1.37% Add +0.0% 18,087 $3.4M
HighTower Advisors, LLC 0.00% Reduce -3.9% 18,063 $3.4M
Advisory Services Network, LLC 0.05% Add +25.5% 18,029 $3.4M
Choreo, LLC 0.04% Add +1.9% 18,023 $3.4M
Susquehanna International Group, LLP 0.01% Add +9.5% 18,022 $3.4M
New Age Alpha Advisors, LLC 0.14% Reduce -2.6% 17,951 $3.4M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -5.2% 17,646 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -11.6% 17,643 $3.4M
Generali Asset Management SPA SGR 0.07% Add +74.5% 17,195 $3.3M
Blue Trust, Inc. 0.04% Add +2.4% 16,818 $3.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.7% 16,818 $3.2M
CIBC Private Wealth Group LLC 0.01% Reduce -4.2% 16,773 $3.2M
Peddock Capital Advisors, LLC 0.69% Reduce -1.4% 16,738 $3.2M
Cerity Partners LLC 0.01% Reduce -12.6% 16,645 $3.2M
Fulton Bank, N.A. 0.11% Reduce -15.1% 16,635 $3.2M
Focus Partners Wealth 0.01% Reduce -4.3% 16,649 $3.1M
Advisors Asset Management, Inc. 0.05% Add +23.4% 16,313 $3.1M
Rodgers Brothers Inc. 0.38% Add +8.1% 16,212 $3.1M
CIBC Bancorp USA Inc. 0.02% — 16,147 $3.1M
Keybank National Association 0.01% Reduce -0.3% 16,086 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.0% 16,075 $3.1M
Fruth Investment Management 0.82% Reduce -1.2% 15,950 $3.0M
New York Life Investment Management LLC 0.03% Reduce -0.2% 15,928 $3.0M
J.W. Cole Advisors, Inc. 0.06% Reduce -1.0% 15,672 $3.0M
Agf Management Ltd. 0.01% Add +8.4% 15,515 $3.0M
Ceeto Capital Group, LLC 0.86% No change 15,500 $3.0M
Caliber Wealth Management, LLC / KS 0.33% Reduce -1.0% 15,375 $2.9M
Ieq Capital, LLC 0.01% Reduce -57.1% 15,243 $2.9M
Schroder Investment Management Group 0.00% Reduce -23.3% 15,022 $2.9M
Worldquant Millennium Advisors LLC 0.01% Reduce -78.9% 15,094 $2.9M
Corient Private Wealth LP 0.00% Add +10.4% 15,050 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Add +1.2% 15,035 $2.9M
Comprehensive Financial Consultants Institutional, Inc. 0.89% Add +3.4% 15,019 $2.9M
LRT Capital Management, LLC 1.88% Reduce -28.8% 14,893 $2.8M
Adell Harriman & Carpenter Inc. 0.17% Reduce -4.2% 14,890 $2.8M
Hennessy Advisors Inc. 0.10% Add +1.4% 14,800 $2.8M
SteelPeak Wealth, LLC 0.09% New 14,792 $2.8M
UniSuper Management Pty Ltd 0.02% Add +14.9% 14,550 $2.8M
Orion Porfolio Solutions, LLC 0.02% Add +0.7% 14,426 $2.7M
Cibc World Market Inc. 0.01% Reduce -33.3% 14,423 $2.7M
Bridgewater Associates 0.01% Add +115.3% 14,284 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +3.2% 14,194 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.6% 14,145 $2.7M
Janus Henderson Group PLC 0.00% Reduce -0.4% 14,094 $2.7M
XTX Topco Ltd 0.14% Add +1192.4% 14,074 $2.7M
&partners 0.02% Add +48.5% 13,970 $2.7M
NEOS Investment Management LLC 0.02% Add +56.2% 13,588 $2.6M
Monument Capital Management 0.64% Add +1.5% 13,477 $2.6M
Stonebrook Private Inc. 0.55% Add +0.5% 13,425 $2.6M
Scissortail Wealth Management, LLC 0.56% Add +1.9% 13,398 $2.6M
Tredje AP-fonden 0.02% Add +13.0% 13,398 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +32.4% 13,381 $2.5M
Americana Partners, LLC 0.08% Reduce -1.0% 13,353 $2.5M
Y-Intercept (Hong Kong) Ltd 0.06% New 13,323 $2.5M
Mackenzie Financial Corp. 0.00% Add +3.6% 13,271 $2.5M
Zurich Insurance Group Ltd 0.02% No change 13,160 $2.5M
Agp Franklin, LLC 1.21% Reduce -25.2% 13,075 $2.5M
Walleye Capital LLC 0.02% Add +190.5% 12,983 $2.5M
Phoenix Wealth Advisors 0.94% Reduce -3.0% 12,882 $2.5M
Mystic Asset Management, Inc. 0.55% Add +0.0% 12,824 $2.4M
Vista Investment Partners Ii, LLC 1.14% Add +1.5% 12,823 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -5.5% 12,684 $2.4M
OP Asset Management Ltd 0.03% Add +4.2% 12,674 $2.4M
Horizon Investments, LLC 0.03% Add +8.8% 12,758 $2.4M
Plimoth Trust Co. LLC 0.54% Add +9.9% 12,582 $2.4M
Intech Investment Management LLC 0.02% Add +177.3% 12,547 $2.4M
State of Alaska, Department of Revenue 0.02% Reduce -4.5% 12,536 $2.4M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -3.4% 12,416 $2.4M
SevenBridge Financial Group, LLC 0.38% Add +41.0% 13,087 $2.3M
Los Angeles Capital Management LLC 0.01% Reduce -72.3% 11,985 $2.3M
Genus Capital Management Inc. 0.26% Reduce -59.1% 11,966 $2.3M
Aptus Capital Advisors, LLC 0.02% Add +34.4% 11,842 $2.3M
Capital Analysts, LLC 0.07% Reduce -3.3% 11,740 $2.2M
Atlantic Edge Private Wealth Management, LLC 0.57% Add +0.4% 11,636 $2.2M
Valley National Advisers Inc. 0.34% Reduce -2.5% 11,536 $2.2M
Bokf, NA 0.03% Add +1.5% 11,430 $2.2M
Bragg Financial Advisors, Inc 0.07% Reduce -6.3% 11,412 $2.2M
Elo Mutual Pension Insurance Co 0.04% New 11,364 $2.2M
Jefferies Financial Group Inc. 0.02% No change 11,344 $2.2M
Midwest Trust Co 0.03% Reduce -0.5% 11,140 $2.1M
First Citizens Bank & Trust Co. 0.05% Reduce -8.3% 11,055 $2.1M
Cwm, LLC 0.01% Reduce -13.7% 10,985 $2.1M
Peterson Wealth Services 0.51% Reduce -90.8% 1,007 $2.1M
HM Payson & Co. 0.03% No change 10,827 $2.1M
Baldwin Investment Management, LLC 0.23% Add +32.5% 10,723 $2.0M
Marco Investment Management LLC 0.16% No change 10,675 $2.0M
Sowell Financial Services LLC 0.08% Add +3.8% 10,669 $2.0M
Shell Asset Management Co. 0.20% Reduce -59.9% 10,606 $2.0M
Sagespring Wealth Partners, LLC 0.04% Add +1.9% 10,584 $2.0M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -82.6% 10,541 $2.0M
Rafferty Asset Management, LLC 0.01% Add +1.3% 10,468 $2.0M
Jacobi Capital Management LLC 0.12% Add +2.1% 10,427 $2.0M
Congress Asset Management Co. 0.01% Reduce -5.6% 10,126 $1.9M
Public Sector Pension Investment Board 0.01% Add +13.7% 10,093 $1.9M
Dark Forest Capital Management LP 0.07% Add +103.8% 10,012 $1.9M
Capital International Sarl 0.03% Reduce -4.9% 9,913 $1.9M
AlphaQuest LLC 0.12% Add +1.8% 9,704 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -15.1% 9,680 $1.8M
Bowman & Co S.C. 0.77% Reduce -0.6% 9,573 $1.8M
Western Wealth Management, LLC 0.10% Add +0.9% 9,469 $1.8M
Pacer Advisors, Inc. 0.00% Reduce -2.3% 9,335 $1.8M
Mizuho Securities USA LLC 0.04% Add +5.4% 8,524 $1.8M
Tudor Investment Corporation 0.01% New 9,263 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -43.0% 9,252 $1.8M
First Business Financial Services, Inc. 0.16% Reduce -13.4% 9,229 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,202 $1.8M
Citizens Financial Group Inc. 0.02% Reduce -0.8% 9,196 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -7.7% 9,161 $1.7M
Canandaigua National Bank & Trust Co. 0.15% Reduce -3.9% 9,127 $1.7M
United Community Bank 0.53% Reduce -39.3% 9,051 $1.7M
Martingale Asset Management L P 0.04% Reduce -11.9% 9,009 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -7.6% 8,992 $1.7M
Ontario Teachers Pension Plan Board 0.04% Add +88.0% 8,962 $1.7M
Glenmede Investment Management, LP 0.01% Add +1.8% 8,936 $1.7M
Employees Retirement System of Texas 0.02% Reduce -31.3% 8,697 $1.7M
Cadence Bank 0.10% Add +0.0% 8,463 $1.6M
Atria Investments, Inc 0.02% Reduce -1.1% 8,348 $1.6M
MAI Capital Management 0.01% Add +14.8% 8,236 $1.6M
Lido Advisors, LLC 0.01% Add +10.2% 8,161 $1.6M
Wealthfront Advisers LLC 0.00% Reduce -23.6% 8,136 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +75.5% 7,952 $1.5M
CX Institutional 0.05% Add +0.1% 7,920 $1.5M
Family Legacy, Inc. 0.46% Add +2.4% 7,908 $1.5M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.5M
Blueshift Asset Management, LLC 0.46% Add +59.9% 7,825 $1.5M
Park Avenue Securities LLC 0.01% Reduce -2.8% 7,822 $1.5M
Kestra Advisory Services, LLC 0.01% Add +7.2% 7,775 $1.5M
Coastline Trust Co 0.16% No change 7,744 $1.5M
Moody National Bank Trust Division 0.12% Reduce -9.9% 7,697 $1.5M
Magnolia Capital Advisors LLC 0.38% Reduce -2.4% 7,631 $1.5M
Natixis 0.01% Reduce -64.5% 7,604 $1.4M
Simmons Bank 0.10% Reduce -1.3% 7,494 $1.4M
Arax Advisory Partners 0.02% Add +2552.1% 7,479 $1.4M
Aviso Financial Inc. 0.06% Add +130.4% 7,457 $1.4M
Commonwealth Retirement Investments LLC 0.48% Add +8.9% 7,374 $1.4M
Kentucky Retirement Systems 0.04% Reduce -2.3% 7,335 $1.4M
Blair William & Co. 0.00% Reduce -1.3% 7,215 $1.4M
Affinity Investment Advisors, LLC 0.92% Reduce -0.3% 7,114 $1.4M
Groupama Asset Managment 0.02% Reduce -70.5% 7,100 $1.4M
Ostrum Asset Management 0.06% Add +51.0% 6,978 $1.3M
Commerzbank Aktiengesellschaft 0.03% Add +523.8% 6,937 $1.3M
Sherbrooke Park Advisers LLC 0.61% Add +9.1% 6,908 $1.3M
Hartford Investment Management Co. 0.04% Reduce -2.6% 6,885 $1.3M
Navellier & Associates Inc. 0.13% Add +112.4% 6,856 $1.3M
GAM Holding AG 0.08% Reduce -1.9% 6,844 $1.3M
Summit Trail Advisors, LLC 0.02% Add +70.4% 6,789 $1.3M
Norinchukin Bank, The 0.02% Add +3.4% 6,721 $1.3M
Capstone Financial Advisors, Inc. 0.07% Add +0.0% 6,626 $1.3M
Sfmg, LLC 0.09% Reduce -1.4% 6,626 $1.3M
Nordea Investment Management AB 0.00% Add +14.6% 6,609 $1.3M
Tectonic Advisors LLC 0.07% Add +4.1% 6,558 $1.2M
Jones Financial Companies LLLP 0.00% Add +7.6% 6,613 $1.2M
Level Four Advisory Services, LLC 0.04% Add +2.0% 6,488 $1.2M
Greatmark Investment Partners, Inc. 0.15% No change 6,372 $1.2M
Bessemer Group Inc. 0.00% Add +3.4% 6,358 $1.2M
CI Investments Inc. 0.00% Reduce -2.3% 6,350 $1.2M
Apexium Financial, LP 0.06% Reduce -0.8% 6,339 $1.2M
Candriam S.C.A. 0.01% Reduce -1.2% 6,314 $1.2M
Knollwood Investment Advisory, LLC 0.11% Reduce -0.7% 6,287 $1.2M
Hennion & Walsh Asset Management, Inc. 0.04% Add +30.1% 6,254 $1.2M
LMG Wealth Partners, LLC 0.22% Add +3.7% 6,216 $1.2M
FCG Investment Co 0.55% Add +3.4% 6,200 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 6,100 $1.2M
Private Advisor Group, LLC 0.01% Reduce -9.0% 5,957 $1.1M
GAMMA Investing LLC 0.06% Add +10.1% 5,936 $1.1M
South Dakota Investment Council 0.02% No change 5,872 $1.1M
Invera Wealth Advisors, LLC 0.69% Reduce -0.8% 5,863 $1.1M
First Manhattan Co. Llc. 0.00% Add +351.4% 5,774 $1.1M
Huntington National Bank 0.01% Reduce -4.0% 5,769 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -25.2% 5,761 $1.1M
Maryland State Retirement & Pension System 0.02% No change 5,679 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -38.6% 5,632 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +72.6% 5,596 $1.1M
Landscape Capital Management, L.L.C. 0.07% New 5,544 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -9.5% 5,537 $1.1M
James Investment Research, Inc. 0.11% Reduce -6.8% 5,517 $1.1M
Merit Financial Group, LLC 0.01% Reduce -16.2% 5,508 $1.0M
Investment Management Corp of Ontario 0.02% Add +89.9% 5,506 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +1.6% 5,480 $1.0M
SG Americas Securities, LLC 0.00% Reduce -72.9% 5,458 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% No change 4,707 $1.0M
HB Wealth Management, LLC 0.01% Add +7.1% 5,384 $1.0M
Benjamin Edwards Inc. 0.01% Add +23.0% 5,379 $1.0M
New Mexico Educational Retirement Board 0.03% Reduce -3.6% 5,276 $1.0M
Saxon Interests, Inc. 0.39% Add +2.2% 4,847 $1.0M
Guggenheim Capital LLC 0.01% Reduce -7.4% 5,179 $986K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.1% 5,006 $963K
Integrated Wealth Concepts LLC 0.01% Reduce -37.8% 5,044 $960K
Chicago Partners Investment Group LLC 0.02% Reduce -22.1% 5,210 $945K
Torrey Growth & Income Advisors 0.27% — 4,905 $934K
AE Wealth Management LLC 0.01% Add +164.1% 4,872 $928K
Rothschild Investment LLC 0.05% Add +7.2% 4,857 $925K
Vaughan David Investments LLC 0.02% No change 4,837 $921K
QRG Capital Management, Inc. 0.01% Reduce -43.6% 4,800 $914K
Lauterbach Financial Advisors, LLC 0.46% No change 4,800 $914K
Eastern Bank 0.02% Reduce -14.8% 4,793 $912K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +3.8% 4,786 $911K
Eagle Harbor Asset Management Inc. 0.78% No change 4,743 $903K
Ascent Group, LLC 0.03% Add +24.6% 4,742 $903K
WESPAC Advisors, LLC 0.52% Add +8.8% 4,645 $884K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.8% 4,633 $882K
Nomura Holdings Inc. 0.00% Add +373.5% 4,626 $881K
Frank, Rimerman Advisors LLC 0.06% Add +0.3% 4,558 $868K
Exchange Traded Concepts, LLC 0.01% Add +60.2% 4,533 $863K
Cordgrass Capital Advisors, LLC 0.21% Reduce -6.4% 4,522 $861K
Searle & Co. 0.23% No change 4,500 $857K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -9.3% 4,495 $856K
Portfolio Design Labs, LLC 0.15% Add +24.0% 4,469 $851K
Empirical Finance, LLC 0.04% Add +0.9% 4,396 $837K
Concord Wealth Partners 0.12% Add +42.9% 4,391 $836K
Concord Asset Management, LLC 0.15% Add +42.8% 4,387 $835K
NorthCrest Asset Manangement, LLC 0.02% Reduce -8.9% 4,356 $834K
Vident Advisory, LLC 0.01% Add +20.4% 4,370 $832K
Dynamic Technology Lab Private Ltd 0.14% Reduce -84.7% 4,355 $829K
GC Wealth Management RIA, LLC 0.03% Add +111.4% 4,347 $827K
Apollon Wealth Management, LLC 0.01% Reduce -34.7% 4,325 $823K
Jane Street Group, LLC 0.00% New 4,304 $819K
SFE Investment Counsel 0.13% Add +9.5% 4,280 $815K
Live Oak Investment Partners 0.54% Add +9.1% 4,278 $814K
Kestra Private Wealth Services, LLC 0.01% Reduce -27.3% 4,274 $814K
OMERS ADMINISTRATION Corp 0.01% No change 4,270 $813K
Snowden Capital Advisors LLC 0.02% Reduce -34.2% 4,257 $810K
Lee Danner & Bass Inc. 0.06% No change 4,240 $807K
IFP Advisors, Inc 0.02% Reduce -47.2% 4,171 $794K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -0.2% 4,053 $772K
Smartleaf Asset Management LLC 0.05% Add +19.4% 3,975 $767K
Caprock Group, LLC 0.02% — 3,704 $767K
Checchi Capital Advisers, LLC 0.05% Add +2.7% 4,020 $765K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,000 $761K
Ascentis Independent Advisors 0.13% Add +10.2% 3,962 $754K
Allworth Financial LP 0.00% Add +3.8% 3,948 $751K
Contravisory Investment Management, Inc. 0.15% Reduce -3.7% 3,939 $750K
Metis Global Partners, LLC 0.02% Reduce -6.0% 3,937 $749K
Allstate Corp. 0.02% New 3,927 $748K
SS&H Financial Advisors, Inc. 0.22% No change 3,855 $734K
Pinnacle West Asset Management, Inc. 0.47% Add +1.7% 3,810 $725K
Sheets Smith Wealth Management 0.08% Reduce -14.9% 3,781 $720K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +33.0% 3,750 $714K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 3,731 $710K
Farmers National Bank 0.17% Add +3.4% 3,719 $708K
Lanark Financial, Inc. 0.05% Add +2.4% 3,703 $705K
Group One Trading LLC 0.02% New 3,684 $701K
Advocate Group LLC 0.12% No change 3,682 $701K
Keyes, Stange & Wooten Wealth Management, LLC 0.34% Add +0.1% 3,661 $697K
Capital Management Associates, Inc 0.19% No change 3,645 $694K
Hilltop Holdings Inc. 0.04% Add +5.7% 3,636 $692K
Kiker Wealth Management, LLC 0.35% Add +33.5% 3,629 $691K
Howland Capital Management LLC 0.03% Reduce -0.2% 3,602 $686K
Farmers Trust Co. 0.12% Add +15.2% 3,594 $684K
Beacon Pointe Advisors, LLC 0.01% Reduce -69.6% 3,578 $681K
Versor Investments LP 0.12% Reduce -54.3% 3,557 $677K
Buck Wealth Strategies, LLC 0.09% Reduce -20.0% 3,550 $676K
Waverly Advisors, LLC 0.01% Add +53.0% 3,421 $651K
Mutual Advisors, LLC 0.01% Add +14.2% 3,486 $650K
Coldstream Capital Management Inc. 0.01% Add +5.5% 3,412 $650K
Greenleaf Trust 0.01% Reduce -4.3% 3,399 $647K
HighPoint Advisor Group LLC 0.03% Add +1.2% 3,391 $645K
Perbak Capital Partners LLP 0.11% Add +87.6% 3,366 $641K
Foundations Investment Advisors, LLC 0.01% New 3,364 $640K
Abn Amro Investment Solutions 0.01% No change 3,361 $640K
Vontobel Holding Ltd. 0.00% Add +2.0% 3,314 $631K
Rooted Wealth Advisors, Inc. 0.19% New 3,254 $629K
Concurrent Investment Advisors, LLC 0.01% Add +1.7% 3,285 $625K
Sequoia Financial Advisors, LLC 0.00% Reduce -18.2% 3,208 $611K
EagleClaw Capital Managment, LLC 0.09% No change 3,200 $609K
Wesbanco Bank Inc. 0.02% Add +1.2% 3,187 $607K
Nicholas Investment Partners, LP 0.05% No change 3,178 $605K
NewEdge Wealth, LLC 0.01% New 3,340 $602K
Mufg Securities Americas Inc. 0.04% Add +21.7% 3,156 $601K
Harbour Investments, Inc. 0.01% Add +2.8% 3,103 $591K
Sumitomo Life Insurance Co. 0.02% Reduce -2.9% 3,100 $590K
DAVENPORT & Co LLC 0.00% Reduce -22.3% 3,077 $586K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -3.5% 3,075 $585K
Trustmark Bank Trust Department 0.04% Reduce -25.9% 3,067 $584K
Dynamic Advisor Solutions LLC 0.02% Add +5.6% 3,065 $584K
Evergreen Capital Management LLC 0.01% Add +1.0% 3,035 $578K
Reynders McVeigh Capital Management, LLC 0.03% Add +0.4% 3,015 $574K
Vinva Investment Management Ltd 0.01% Reduce -37.8% 2,963 $572K
Pring Turner Capital Group Inc. 0.35% No change 3,000 $571K
Montgomery Investment Management Inc. 0.20% No change 3,000 $571K
Ar Asset Management Inc. 0.12% No change 3,000 $571K
Belpointe Asset Management LLC 0.02% Reduce -28.9% 2,990 $569K
Chesley Taft & Associates LLC 0.02% New 2,951 $562K
Strathmore Capital Advisors, Inc. 0.23% Reduce -5.0% 2,934 $559K
Principal Securities, Inc. 0.01% Add +30.2% 2,899 $552K
Prime Capital Investment Advisors, LLC 0.01% Add +4.9% 2,862 $545K
Whittier Trust Co. 0.01% Reduce -11.0% 2,797 $540K
Jeppson Wealth Management, LLC 0.17% Reduce -7.2% 2,830 $539K
Nations Financial Group Inc, /Ia/ 0.03% Add +9.7% 2,817 $536K
OmniStar Financial Group, Inc. 0.32% New 2,807 $534K
STRS Ohio 0.00% Reduce -96.7% 2,794 $532K
Aspire Growth Partners LLC 0.39% Add +0.7% 2,783 $530K
Brandywine Oak Private Wealth LLC 0.05% No change 2,773 $528K
King Wealth Management Group 0.07% No change 2,765 $526K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -75.5% 2,744 $522K
Syon Capital LLC 0.03% Add +14.5% 2,712 $516K
ZWJ Investment Counsel Inc. 0.02% Add +0.2% 2,709 $516K
GMO 0.00% Reduce -60.4% 2,700 $514K
Integrity Alliance, Llc. 0.02% Add +28.0% 2,672 $509K
Center for Financial Planning, Inc. 0.05% Add +15.8% 2,671 $508K
Lifeworks Advisors, LLC 0.07% Add +15.3% 2,659 $506K
Johnson Investment Counsel Inc. 0.00% Reduce -2.3% 2,634 $501K
Leavell Investment Management, Inc. 0.02% No change 2,623 $499K
Confluence Wealth Services, Inc. 0.02% Reduce -3.5% 2,596 $494K
Integrated Advisors Network LLC 0.02% Reduce -19.8% 2,593 $494K
Capital Group Private Client Services, Inc. 0.01% Reduce -95.8% 2,587 $492K
Machina Capital S.A.S. 0.09% Reduce -11.2% 2,544 $484K
Truvestments Capital LLC 0.09% Add +475.7% 2,533 $482K
Tema ETFs LLC 0.04% New 2,527 $481K
Wendell David Associates Inc. 0.05% No change 2,500 $476K
Signaturefd, LLC 0.01% Reduce -1.7% 2,479 $472K
Independent Advisor Alliance 0.01% Add +0.2% 2,478 $472K
Old Port Advisors 0.12% Reduce -2.1% 2,478 $472K
Forum Financial Management, LP 0.01% Add +49.3% 2,471 $470K
Evoke Wealth, LLC 0.01% Reduce -11.8% 2,458 $468K
Summit Wealth Group LLC / Co. 0.05% New 3,257 $466K
Stonebridge Capital Advisors LLC 0.03% No change 2,450 $466K
D.A. Davidson & Co. 0.00% Add +0.0% 2,447 $466K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.1% 2,441 $465K
Hickory Point Bank & Trust 0.34% No change 2,425 $462K
Old National Bancorp 0.01% Reduce -10.7% 2,425 $462K
Optimum Investment Advisors 0.18% No change 2,380 $453K
Venturi Wealth Management, LLC 0.02% Add +4.8% 2,375 $452K
SPC Financial, Inc. 0.04% Add +0.3% 2,369 $451K
MIdWestOne Financial Group, Inc. 0.05% No change 2,368 $451K
Capstone Investment Advisors, LLC 0.00% New 2,360 $449K
Ellevest, Inc. 0.06% Add +28.6% 2,354 $448K
Vise Technologies, Inc. 0.02% Reduce -49.7% 2,331 $444K
Tidal Investments LLC 0.00% Reduce -58.6% 2,330 $444K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -55.2% 2,326 $443K
Quadrant Capital Group LLC 0.01% Add +0.9% 2,325 $443K
Vestcor Inc 0.01% No change 2,319 $441K
Kozak & Associates, Inc. 0.09% Add +1.6% 2,565 $441K
Blackston Financial Advisory Group, LLC 0.26% Reduce -2.4% 2,314 $441K
International Assets Investment Management, LLC 0.04% No change 2,001 $439K
Apella Capital, LLC 0.01% Reduce -3.6% 2,338 $438K
Burke & Herbert Bank & Trust Co. 0.09% No change 2,259 $430K
MUFG Securities EMEA plc 0.01% Add +549.3% 2,240 $426K
Ritholtz Wealth Management 0.01% Add +1.4% 2,240 $426K
Choate Investment Advisors 0.01% No change 2,235 $425K
Prudential PLC 0.00% Add +79.6% 2,205 $420K
NavPoint Financial, Inc. 0.22% No change 2,204 $420K
Gilliland Jeter Wealth Management LLC 0.13% No change 2,198 $419K
Cary Street Partners Financial LLC 0.01% Reduce -0.3% 2,192 $417K
Elevation Point Wealth Partners, LLC 0.03% Add +1539.1% 2,180 $415K
Ossiam 0.01% Reduce -78.1% 2,179 $415K
Impact Investors, Inc 0.27% No change 2,170 $413K
Excalibur Management Corp. 0.15% Reduce -1.5% 2,162 $411K
FWG Holdings, LLC 0.18% No change 2,241 $409K
Severin Investments, LLC 0.36% Add +14.4% 2,141 $408K
1620 Investment Advisors, Inc. 0.28% Add +0.3% 2,139 $407K
Synergy Investment Management, LLC 0.15% No change 2,125 $405K
Brooklyn Investment Group 0.05% Reduce -2.9% 1,849 $400K
Norden Group LLC 0.04% Reduce -4.6% 2,097 $399K
First Horizon Corp. 0.02% — 2,094 $399K
St Germain D J Co. Inc. 0.02% No change 2,085 $397K
Rossmore Private Capital 0.04% No change 2,075 $395K
Sage Private Wealth Group, LLC 0.22% Add +16.2% 2,070 $394K
Atlanta Consulting Group Advisors, LLC 0.09% Add +14.5% 2,037 $388K
Romano Brothers and Company 0.04% No change 2,024 $385K
AMG National Trust Bank 0.01% Add +12.1% 2,018 $384K
Corient IA LP 0.28% No change 2,000 $381K
Acima Private Wealth, LLC 0.12% No change 2,000 $381K
Appleton Partners Inc. 0.03% No change 1,986 $378K
Covenant Partners, LLC 0.11% No change 1,975 $376K
Rehmann Capital Advisory Group 0.02% Add +11.3% 1,963 $375K
SageView Advisory Group, LLC 0.01% Add +2.6% 1,964 $374K
Callan Family Office, LLC 0.01% Reduce -9.7% 1,963 $374K
Ballentine Partners, LLC 0.01% Reduce -0.7% 1,962 $374K
Intrust Bank NA 0.03% Reduce -4.1% 1,955 $372K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.6% 1,949 $371K
Berkshire Asset Management LLC 0.02% No change 1,944 $370K
Associated Banc-Corp 0.01% Add +5.8% 1,923 $366K
Trust Co. of Toledo NA 0.04% Reduce -4.5% 1,907 $363K
Versant Capital Management, Inc 0.05% Add +1811.1% 1,892 $360K
Trillium Asset Management, LLC 0.01% No change 1,891 $360K
Profund Advisors LLC 0.01% Reduce -6.5% 1,876 $357K
Brown Brothers Harriman & Co. 0.00% Reduce -6.5% 1,875 $357K
Hantz Financial Services, Inc. 0.01% Add +64.1% 1,872 $356K
Fisher Asset Management 0.00% Add +60.5% 1,864 $355K
Twin Capital Management Inc. 0.04% Reduce -77.4% 1,856 $353K
1ST Source Bank 0.02% No change 1,844 $351K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -0.2% 1,828 $348K
First United Bank & Trust 0.11% No change 1,825 $347K
Global Retirement Partners, LLC 0.01% Reduce -55.4% 1,824 $347K
Venture Visionary Partners LLC 0.01% Add +0.1% 1,800 $343K
Fulcrum Capital LLC 0.07% Add +0.4% 1,796 $342K
Erste Asset Management GmbH 0.00% Reduce -74.9% 1,754 $338K
McDonald Partners LLC 0.10% No change 1,775 $338K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.7% 1,773 $338K
Hemenway Trust Co LLC 0.03% Reduce -9.2% 1,770 $337K
Fiduciary Financial Group, LLC 0.05% Add +6.1% 1,764 $336K
TD Private Client Wealth LLC 0.01% Reduce -1.9% 1,759 $335K
Hall Capital Management Co. Inc. 0.13% Reduce -0.8% 1,756 $334K
Composition Wealth, LLC 0.01% Reduce -0.4% 1,755 $334K
Bank & Trust Co 0.24% No change 1,738 $331K
Praxis Investment Management Inc. 0.02% No change 1,730 $329K
Voleon Capital Management LP 0.01% Reduce -65.7% 1,718 $327K
RFG - Bristol Wealth Advisors, LLC 0.09% No change 1,715 $326K
180 Wealth Advisors, LLC 0.04% Reduce -2.4% 1,705 $325K
NTV Asset Management LLC 0.04% No change 1,700 $324K
Clearstead Advisors, LLC 0.00% Add +5.3% 1,694 $322K
Quarry LP 0.08% Add +234.2% 1,691 $322K
Destiny Wealth Partners, LLC 0.04% No change 1,691 $322K
Perigon Wealth Management, LLC 0.01% Add +24.9% 1,688 $321K
Embree Financial Group 0.04% Add +3.5% 1,681 $320K
Patron Partners, LLC 0.14% Reduce -10.7% 1,666 $317K
State of Wyoming 0.04% Add +5.6% 1,665 $317K
Premier Path Wealth Partners, LLC 0.04% Add +3.0% 1,661 $316K
Koshinski Asset Management, Inc. 0.02% New 1,651 $314K
Avidian Wealth Enterprises, LLC 0.01% Add +7.0% 1,647 $314K
Canada Post Corp Registered Pension Plan 0.01% No change 1,623 $313K
Savant Capital, LLC 0.00% Add +8.1% 1,640 $312K
Assetmark, Inc. 0.00% Reduce -3.4% 1,638 $312K
FourThought Financial Partners, LLC 0.03% New 1,628 $310K
Hager Investment Management Services, LLC 0.17% Add +9.9% 1,627 $310K
Aegis Wealth Management LLC 0.17% Reduce -4.5% 1,627 $310K
Hilltop National Bank 0.08% No change 1,616 $308K
Parallel Advisors, LLC 0.01% Add +2.2% 1,615 $308K
New England Research & Management, Inc. 0.14% No change 1,591 $303K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.5% 1,565 $302K
GeoWealth Management, LLC 0.01% Add +0.1% 1,582 $301K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,570 $299K
MGB Wealth Management, LLC 0.08% Reduce -66.4% 1,546 $298K
Mainstream Capital Management LLC 0.20% No change 1,562 $297K
Laffer Tengler Investments, Inc. 0.06% Reduce -14.7% 1,559 $297K
Farther Finance Advisors, LLC 0.00% Add +13.2% 1,558 $297K
IHT Wealth Management, LLC 0.01% Add +1.3% 1,556 $296K
Journey Strategic Wealth LLC 0.01% Reduce -11.9% 1,546 $294K
Rwa Wealth Partners, LLC 0.00% No change 1,544 $294K
Kingswood Wealth Advisors, LLC 0.02% New 1,536 $292K
RD Lewis Holdings, Inc. 0.27% No change 1,650 $290K
Plato Investment Management Ltd 0.02% No change 1,530 $289K
CenterStar Asset Management, LLC 0.54% New 1,500 $286K
Ahl Investment Management, Inc. 0.20% No change 1,500 $286K
Founders Capital Management, LLC 0.04% No change 1,500 $286K
L2 Asset Management, LLC 0.04% Add +0.9% 1,491 $284K
Banque Cantonale Vaudoise 0.01% Add +360.8% 1,479 $282K
Powers Advisory Group, LLC 0.11% Reduce -1.3% 1,471 $280K
Hodges Capital Management Inc. 0.02% Add +0.1% 1,462 $278K
44 Wealth Management LLC 0.09% Reduce -0.9% 1,454 $277K
Moore Capital Management, LP 0.01% Reduce -39.0% 1,453 $277K
RW Investment Management LLC 0.03% No change 1,451 $276K
Atlantic Union Bankshares Corp 0.01% Add +613.5% 1,427 $272K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -0.3% 1,426 $271K
Patton Fund Management, Inc. 0.05% Reduce -86.0% 1,423 $271K
Northwest & Ethical Investments L.P. 0.01% Reduce -69.1% 1,400 $270K
Shay Capital LLC 0.05% New 1,401 $267K
Texas Yale Capital Corp. 0.01% No change 1,400 $267K
Tiaa Trust, National Association 0.00% Add +11.2% 1,390 $265K
Crux Wealth Advisors 0.10% Reduce -9.6% 1,391 $265K
StoneX Group Inc. 0.01% Reduce -5.6% 1,387 $264K
AA Financial Advisors, LLC 0.05% Reduce -1.1% 1,385 $264K
SVB Wealth LLC 0.01% Reduce -0.9% 1,382 $263K
Bond & Devick Financial Network, Inc. 0.08% Add +0.2% 1,380 $263K
Visionary Wealth Advisors 0.01% Reduce -11.8% 1,380 $263K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $263K
Wetzel Investment Advisors, Inc. 0.11% Reduce -2.9% 1,363 $259K
Trust Asset Management LLC 0.02% No change 1,361 $259K
Silvercrest Asset Management Group LLC 0.00% Add +24.3% 1,361 $259K
Phillips Wealth Planners LLC 0.21% Add +34.9% 1,331 $257K
Capital Insight Partners, LLC 0.04% No change 1,349 $257K
Florida Trust Wealth Management Co 0.01% No change 1,343 $256K
CENTRAL TRUST Co 0.01% No change 1,336 $254K
Harbor Investment Advisory, LLC 0.02% Reduce -0.8% 1,330 $253K
Brookstone Capital Management 0.00% Reduce -7.1% 1,324 $252K
Canada Pension Plan Investment Board 0.00% Reduce -99.3% 1,310 $249K
Susquehanna Fundamental Investments, LLC 0.01% No change 1,309 $249K
Glenview Trust Co 0.00% No change 1,308 $249K
Enterprise Financial Services Corp 0.13% Reduce -2.7% 1,307 $249K
Stratos Wealth Partners, LTD. 0.00% Reduce -18.7% 1,303 $248K
Cresset Asset Management, LLC 0.00% Add +3.6% 1,301 $248K
Inlet Private Wealth, LLC 0.06% Add +0.2% 1,290 $246K
Wedbush Securities Inc. 0.01% New 1,285 $245K
Trek Financial, LLC 0.01% Add +14.8% 1,284 $244K
First City Capital Management, Inc. 0.13% No change 1,280 $244K
Berry Wealth Group, LP 0.79% Reduce -91.0% 1,275 $243K
J.Safra Asset Management Corp 0.01% Reduce -0.7% 1,274 $243K
Lombard Odier Asset Management (USA) Corp 0.06% New 1,269 $242K
LBMC Investment Advisors, LLC 0.02% New 1,269 $242K
Equitable Holdings, Inc. 0.00% Reduce -19.5% 1,260 $240K
Oakworth Capital, Inc. 0.01% No change 1,242 $236K
Fullcircle Wealth LLC 0.08% Add +3.8% 1,303 $235K
MTM Investment Management, LLC 0.07% Add +0.3% 1,225 $233K
Cabot Wealth Management Inc. 0.03% No change 1,222 $233K
Valeo Financial Advisors, LLC 0.01% Reduce -8.8% 1,211 $230K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -17.0% 1,208 $230K
OneDigital Investment Advisors LLC 0.00% Reduce -8.4% 1,205 $229K
Pinnacle Financial Partners Inc 0.01% Add +29.7% 1,202 $229K
Towne Trust Company, N.A 0.07% No change 1,200 $228K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -1.2% 1,199 $228K
Haverford Trust Co 0.00% No change 1,173 $223K
Busey Bank 0.01% Reduce -1.1% 1,171 $223K
Wedmont Private Capital 0.01% Reduce -1.3% 1,163 $223K
Panagora Asset Management Inc. 0.00% Add +11.4% 1,160 $221K
Advisor OS, LLC 0.02% Reduce -23.5% 1,156 $220K
Great Valley Advisor Group, Inc. 0.00% Reduce -20.2% 1,151 $219K
Birch Hill Investment Advisors LLC 0.01% No change 1,150 $219K
Bay Capital Advisors, LLC 0.14% Reduce -20.8% 1,143 $218K
apricus wealth, LLC 0.12% Add +5.2% 1,141 $217K
Ifrah Financial Services, Inc. 0.06% Reduce -1.0% 1,139 $217K
Golden State Wealth Management, LLC 0.02% Add +7.6% 1,138 $217K
GW Henssler & Associates Ltd. 0.01% New 1,130 $215K
Inscription Capital, LLC 0.02% New 1,129 $215K
Pinnacle Associates Ltd. 0.00% Reduce -6.5% 1,128 $215K
Brighton Jones LLC 0.01% Reduce -51.2% 1,127 $215K
Kingsview Wealth Management, LLC 0.00% Add +1.1% 1,127 $214K
Capital Investment Advisors, LLC 0.00% Add +3.4% 1,116 $212K
Cigna Investments Inc. 0.03% Reduce -4.3% 1,114 $212K
Oddo BHF Asset Management Sas 0.01% No change 1,104 $210K
Paradigm Asset Management Co. LLC 0.05% No change 1,100 $209K
Cary Street Partners Investment Advisory LLC 0.09% Add +6.3% 1,093 $208K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% Reduce -0.6% 1,084 $206K
Personal Cfo Solutions, LLC 0.04% Reduce -7.8% 1,075 $205K
PFG Investments, LLC 0.01% New 1,072 $204K
Fingerlakes Wealth Management, Inc. 0.13% New 1,072 $204K
Second Half Financial Partners, LLC 0.09% Reduce -1.2% 1,072 $204K
McKinley Carter Wealth Services, Inc. 0.01% New 1,068 $203K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.4% 1,067 $203K
UMB Bank, n.a. 0.00% Add +15.2% 1,061 $202K
BLB&B Advisors, LLC 0.01% No change 1,051 $200K
Creative Financial Designs Inc. 0.01% No change 1,026 $195K
Plante Moran Financial Advisors, LLC 0.01% Add +0.7% 1,024 $195K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.8% 998 $190K
Montag A & Associates Inc. 0.01% Add +2.3% 990 $188K
Tower Research Capital LLC (TRC) 0.01% Reduce -56.6% 943 $180K
Deseret Mutual Benefit Administrators 0.07% Add +8.7% 926 $176K
Farmers & Merchants Investments Inc. 0.01% No change 924 $176K
EverSource Wealth Advisors, LLC 0.01% Reduce -28.9% 907 $173K
Ramirez Asset Management, Inc. 0.02% No change 900 $171K
AdvisorShares Investments LLC 0.03% Reduce -10.1% 893 $170K
Cullen/Frost Bankers, Inc. 0.00% Reduce -32.8% 888 $169K
Private Trust Co. NA 0.01% Reduce -2.6% 886 $169K
AlphaCore Capital LLC 0.01% Reduce -12.7% 855 $163K
Mather Group, Llc. 0.00% New 833 $159K
Millstone Evans Group, LLC 0.10% Reduce -10.2% 786 $150K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.3% 783 $149K
Spire Wealth Management 0.01% Reduce -23.7% 774 $147K
Missouri Trust & Investment Co 0.04% No change 765 $146K
Costello Asset Management, INC 0.05% Add +0.3% 757 $144K
S.A. Mason LLC 0.06% No change 750 $143K
Silvant Capital Management LLC 0.00% No change 733 $140K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 730 $139K
Parkside Financial Bank & Trust 0.01% Reduce -2.2% 697 $133K
Rosenberg Matthew Hamilton 0.03% No change 674 $128K
Pension & Wealth Management Advisors, Inc. 0.04% Add +0.1% 651 $124K
First Financial Corp. 0.05% No change 650 $124K
Flagship Wealth Advisors, LLC 0.04% Add +1.4% 647 $123K
Johnson Financial Group, Inc. 0.00% Add +4.2% 645 $123K
CGC Financial Services, LLC 0.03% No change 622 $118K
Bruce G. Allen Investments, LLC 0.08% Reduce -6.2% 602 $115K
Cohen & Steers, Inc. 0.00% No change 600 $114K
Independence Bank of Kentucky 0.01% No change 590 $112K
Central Pacific Bank - Trust Division 0.01% No change 540 $103K
Hills Bank & Trust Co 0.01% No change 537 $102K
Sterling Capital Management LLC 0.00% Reduce -4.8% 531 $101K
Ascentis Wealth Management, LLC 0.02% Add +59.9% 510 $97K
Investors Research Corp 0.02% No change 500 $95K
Caldwell Trust Co 0.01% No change 500 $95K
Trust Co 0.01% Reduce -24.2% 495 $94K
Avion Wealth 0.02% Reduce -0.8% 494 $94K
Saranac Partners Ltd 0.02% New 485 $92K
Wealthspire Advisors, LLC 0.00% New 472 $90K
AdvisorNet Financial, Inc 0.00% No change 455 $87K
Wealth Preservation Advisors, LLC 0.05% No change 433 $82K
McIlrath & Eck, LLC 0.01% No change 430 $82K
Crews Bank & Trust 0.01% No change 400 $76K
BNP Paribas 0.00% Reduce -98.6% 398 $76K
Simplex Trading, LLC 0.00% New 387 $73K
Riverview Trust Co 0.09% No change 380 $72K
Root Financial Partners, LLC 0.00% New 379 $72K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -10.5% 375 $71K
Armstrong Advisory Group, Inc. 0.00% Reduce -3.2% 362 $69K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -12.3% 355 $68K
Ameritas Advisory Services, LLC 0.00% Reduce -41.6% 351 $67K
Citizens National Bank Trust Department 0.01% New 345 $67K
Essential Partners LLC 0.02% Reduce -79.4% 343 $65K
Syntax Research, Inc. 0.04% No change 337 $64K
Raiffeisen Bank International AG 0.00% Add +144.8% 328 $63K
MV Capital Management, Inc. 0.01% Reduce -0.3% 332 $63K
Cromwell Holdings LLC 0.03% No change 330 $63K
CYBER HORNET ETFs LLC 0.04% Add +3.2% 321 $61K
WPG Advisers, LLC 0.05% Add +1.0% 313 $60K
Main Street Group, LTD 0.02% No change 313 $60K
TCTC Holdings, LLC 0.00% No change 312 $59K
Bogart Wealth, LLC 0.00% Add +1.3% 311 $59K
Summit Securities Group LLC 0.02% Add +286.1% 305 $58K
Indiana Trust & Investment Management Co 0.02% No change 300 $57K
Tompkins Financial Corp. 0.00% Reduce -2.9% 299 $57K
Bangor Savings Bank 0.00% No change 297 $57K
Sentry Investment Management LLC 0.04% New 294 $55K
SBI Securities Co., Ltd. 0.00% Reduce -16.8% 287 $55K
First Community Trust NA 0.04% No change 273 $52K
Arlington Trust Co LLC 0.01% Reduce -0.8% 266 $51K
Westpac Banking Corp. 0.00% Reduce -88.3% 263 $50K
Elevation Wealth Partners, LLC 0.02% Add +3.8% 247 $47K
Carolina Wealth Advisors, LLC 0.02% Add +4000.0% 246 $47K
Fortitude Family Office, LLC 0.01% No change 243 $46K
Quaker Wealth Management, LLC 0.01% Add +0.9% 223 $42K
Wealth Watch Advisors, INC 0.02% New 206 $39K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 205 $39K
Rise Advisors, LLC 0.01% No change 203 $39K
Princeton Global Asset Management LLC 0.01% No change 200 $38K
Kimelman & Baird, LLC 0.00% No change 200 $38K
Ameriflex Group, Inc. 0.01% New 186 $35K
Duncker Streett & Co. Inc. 0.01% No change 186 $35K
Park Place Capital Corp 0.01% No change 181 $34K
Hartford Financial Management Inc. 0.01% Add +6.7% 176 $34K
Centennial Bank 0.01% No change 175 $33K
MCF Advisors LLC 0.00% No change 167 $32K
Hemington Wealth Management 0.00% Reduce -13.1% 152 $28K
ORG Partners LLC 0.01% Add +3.5% 147 $28K
Quent Capital, LLC 0.00% New 143 $27K
Westside Investment Management, Inc. 0.00% No change 138 $27K
Smithfield Trust Co 0.00% Reduce -42.1% 135 $26K
West Branch Capital LLC 0.01% No change 136 $26K
Alpine Bank Wealth Management 0.00% No change 134 $26K
Grove Bank & Trust 0.00% No change 133 $25K
Covestor Ltd 0.01% Add +0.8% 135 $25K
Thompson Investment Management, Inc. 0.00% Reduce -61.5% 125 $24K
HHM Wealth Advisors, LLC 0.00% No change 125 $24K
Zions Bancorporation, National Association 0.00% Reduce -56.0% 120 $23K
Salem Investment Counselors Inc. 0.00% Add +286.7% 116 $22K
Gulf International Bank (UK) Ltd 0.00% Reduce -50.2% 118 $22K
Larson Financial Group LLC 0.00% Add +16.3% 114 $22K
Tortoise Investment Management, LLC 0.00% Add +1.8% 113 $21K
Gables Capital Management Inc. 0.01% No change 110 $21K
CVA Family Office, LLC 0.00% Reduce -3.5% 110 $21K
Boyd Watterson Asset Management LLC 0.01% Reduce -23.0% 107 $20K
SOA Wealth Advisors, LLC. 0.00% No change 107 $20K
Tradewinds Capital Management, LLC 0.00% No change 100 $19K
LRI Investments, LLC 0.00% No change 100 $19K
True Wealth Design, LLC 0.01% Reduce -27.4% 98 $19K
Legacy Wealth Managment, LLC 0.01% No change 94 $18K
Pinnacle Bancorp, Inc. 0.00% No change 88 $17K
Financial Perspectives, Inc 0.00% No change 88 $17K
ESL Trust Services, LLC 0.00% Reduce -33.1% 81 $15K
Signature Resources Capital Management, LLC 0.01% No change 80 $15K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -20.2% 79 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 78 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -3.8% 76 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $14K
Accredited Wealth Management, LLC 0.01% Reduce -67.6% 24 $14K
GW&K Investment Management, LLC 0.00% Reduce -22.1% 74 $14K
Salomon & Ludwin, LLC 0.00% New 72 $14K
Hughes Financial Services, LLC 0.00% Reduce -3.7% 78 $14K
Meeder Asset Management Inc. 0.00% Add +14.8% 70 $13K
NBT Bank, N.A. 0.00% No change 68 $13K
Valued Wealth Advisors LLC 0.01% No change 66 $13K
American National Bank & Trust 0.00% New 65 $12K
Physician Wealth Advisors, Inc. 0.00% Add +57.5% 63 $12K
FIL Ltd 0.00% New 55 $10K
Activest Wealth Management 0.00% Add +3.9% 54 $10K
Sunbelt Securities, Inc. 0.00% New 53 $10K
Sound Income Strategies, LLC 0.00% No change 54 $10K
Wolff Wiese Magana LLC 0.01% Add +1.9% 53 $10K
Prestige Wealth Management Group LLC 0.00% No change 52 $10K
Clearstead Trust, LLC 0.00% No change 48 $9K
Transamerica Financial Advisors, LLC 0.00% Add +46.9% 47 $9K
City State Bank 0.00% No change 42 $8K
Anchor Investment Management, LLC 0.00% No change 42 $8K
Binnacle Investments Inc 0.00% No change 41 $8K
Halbert Hargrove Global Advisors, LLC 0.00% New 40 $8K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -7.0% 40 $8K
2UniFi Bank 0.00% No change 35 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 35 $7K
First Pacific Financial 0.00% No change 35 $7K
Strengthening Families & Communities, LLC 0.00% New 34 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 34 $6K
Manchester Capital Management LLC 0.00% Add +6.9% 31 $6K
Trust Co. of Vermont 0.00% No change 30 $6K
Key Financial Inc 0.00% No change 28 $5K
Retirement Wealth Solutions LLC 0.00% Add +3.9% 27 $5K
Tsfg, LLC 0.00% No change 26 $5K
Westfuller Advisors, LLC 0.00% New 26 $5K
Archer Investment Corp 0.00% Add +8.7% 25 $5K
Howard Hughes Medical Institute 0.00% No change 25 $5K
Asset Dedication, LLC 0.00% No change 25 $5K
MPWM Advisory Solutions, LLC 0.00% No change 24 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $5K
SouthState Bank Corp 0.00% Reduce -86.6% 23 $4K
DT Investment Partners, LLC 0.00% No change 22 $4K
Darwin Wealth Management, LLC 0.00% No change 22 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.8% 20 $4K
Heartwood Wealth Advisors LLC 0.00% New 21 $4K
Bernard Wealth Management Corp. 0.00% No change 20 $4K
Murphy & Mullick Capital Management Corp 0.00% No change 21 $4K
PFS Partners, LLC 0.00% No change 19 $4K
CoreCap Advisors, LLC 0.00% Reduce -93.5% 19 $4K
Abound Wealth Management 0.00% No change 18 $3K
YANKCOM Partnership 0.00% No change 17 $3K
Rakuten Securities, Inc. 0.00% Reduce -50.0% 17 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 16 $3K
Raffa Wealth Management, LLC 0.00% Reduce -77.8% 16 $3K
Cloud Capital Management, LLC 0.00% New 16 $3K
Capital Advisors, Ltd. LLC 0.00% No change 18 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -95.4% 15 $3K
Keystone Financial Group, Inc. 0.00% No change 15 $3K
Creekmur Asset Management LLC 0.00% No change 15 $3K
Sachetta, LLC 0.00% Reduce -36.4% 14 $3K
Financial Management Professionals, Inc. 0.00% No change 14 $3K
SJS Investment Consulting Inc. 0.00% No change 12 $2K
Dunhill Financial, LLC 0.00% No change 10 $2K
Strive Asset Management, LLC 0.00% New 10 $2K
Dogwood Wealth Management LLC 0.00% Add +11.1% 10 $2K
JPL Wealth Management, LLC 0.00% New 10 $2K
Rialto Wealth Management, LLC 0.00% Reduce -9.1% 10 $2K
Hollencrest Capital Management 0.00% No change 10 $2K
Colonial Trust Co / SC 0.00% No change 9 $2K
Abich Financial Wealth Management LLC 0.00% — 8 $2K
Marquette Asset Management, LLC 0.00% New 8 $2K
IMG Wealth Management, Inc. 0.00% New 7 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 7 $1K
Bell Investment Advisors, Inc 0.00% Add +50.0% 6 $1K
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 6 $1K
Penserra Capital Management LLC 0.00% No change 9 $1K
Turning Point Benefit Group, Inc. 0.00% New 5 $962
Guerra Advisors Inc 0.00% New 5 $952
Winnacle Wealth LLC 0.00% New 4 $764
Highline Wealth Partners LLC 0.00% Reduce -33.3% 4 $761
Seneschal Advisors, LLC 0.00% New 3 $572
Avalon Trust Co 0.00% New 3 $572
Principia Wealth Advisory, LLC 0.00% Reduce -40.0% 3 $571
North Capital, Inc. 0.00% New 3 $571
S&T Bank 0.00% No change 3 $571
GPS Wealth Strategies Group, LLC 0.00% No change 3 $571
WestEnd Advisors, LLC 0.00% No change 3 $571
DecisionPoint Financial, LLC 0.00% No change 2 $385
American Capital Advisory, LLC 0.00% No change 2 $381
Private Wealth Management Group, LLC 0.00% No change 2 $381
Breakwater Investment Management 0.00% New 2 $381
Pittenger & Anderson Inc. 0.00% No change 2 $381
Leonteq Securities AG 0.00% Reduce -77.8% 2 $381
Private Wealth Asset Management, LLC 0.00% No change 2 $381
Palisade Asset Management, LLC 0.00% New 1 $191
TFC Financial Management, Inc. 0.00% No change 1 $191
Hurley Capital, LLC 0.00% New 1 $190
Nvwm, LLC 0.00% Reduce -50.0% 1 $190
Cornerstone Planning Group LLC 0.00% Reduce -97.5% 2 $4

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