Darden RestaurantsDRI

13F holders, Q4 2025 (December 31)
1,001holders +15
83new positions
104sold out
6famous investors
$184.01avg. 13F price*

At the end of Q4 2025, 1,001 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, up 15 from Q3 2025. 83 opened new positions and 104 sold out. The largest holders were Capital World Investors ($2.8B), Vanguard Group Inc. ($2.6B) and BlackRock, Inc. ($1.8B). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions83$302.4M
Exits104$224.1M

All 13F filers, Q3 2025 → Q4 2025: 10,053,287 shares bought and 6,992,852 shares sold, net +3,060,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,001 holders

Capital World Investors 0.38% Add +2.2% 15,161,277 $2.8B
Vanguard Group Inc. 0.04% Add +0.3% 14,063,355 $2.6B
BlackRock, Inc. 0.03% Add +0.1% 9,929,909 $1.8B
Wellington Management Group LLP 0.26% Add +81.0% 8,077,567 $1.5B
State Street Corp. 0.03% Reduce -0.7% 4,868,175 $895.8M
Charles Schwab Investment Management Inc. 0.12% Add +1.7% 4,189,868 $771.0M
Raymond James Financial Inc. 0.20% Reduce -0.7% 3,481,748 $640.7M
Geode Capital Management, LLC 0.04% Reduce -0.3% 3,374,663 $618.8M
JPMorgan Chase & Co. 0.04% Add +9.4% 2,918,165 $537.0M
Bank of America Corp. 0.03% Add +34.5% 2,221,053 $408.7M
Invesco Ltd. 0.03% Add +42.6% 1,884,339 $346.8M
Newport Trust Company, LLC 0.81% Reduce -1.5% 1,833,677 $337.4M
Morgan Stanley 0.02% Reduce -13.6% 1,783,413 $328.2M
Northern Trust Corp. 0.03% Add +6.8% 1,481,570 $272.6M
Earnest Partners LLC 1.15% Reduce -1.9% 1,453,741 $267.5M
Dimensional Fund Advisors LP 0.05% Add +2.6% 1,231,508 $226.6M
Bank of New York Mellon Corp 0.03% Add +4.6% 1,004,851 $184.9M
Squarepoint Ops LLC 0.37% Reduce -7.5% 987,730 $181.8M
Arrowstreet Capital, Limited Partnership 0.10% Add +3.3% 898,642 $165.4M
Hamlin Capital Management, LLC 3.79% Reduce -4.9% 859,062 $158.1M
Norges Bank 0.02% — 785,147 $144.5M
UBS Group AG 0.03% Reduce -15.0% 775,583 $142.7M
Goldman Sachs Group Inc. 0.02% Add +13.1% 762,520 $140.3M
Legal & General Group Plc 0.03% Add +0.2% 657,158 $120.9M
T. Rowe Price Associates Inc. 0.01% Reduce -0.3% 638,757 $117.5M
Boston Partners 0.12% Reduce -1.3% 617,795 $113.7M
Alyeska Investment Group, L.P. 0.32% New 615,702 $113.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +2.9% 589,956 $108.6M
Massachusetts Financial Services Co. 0.04% Reduce -4.2% 588,293 $108.3M
Victory Capital Management Inc. 0.06% Add +198.1% 582,585 $107.2M
Sei Investments Co. 0.09% Reduce -2.3% 520,513 $95.8M
Wells Fargo & Company 0.02% Add +7.7% 463,084 $85.2M
Deutsche Bank AG 0.03% Add +12.9% 436,474 $80.3M
Qube Research & Technologies Ltd 0.11% Add +3.7% 435,406 $80.1M
Capital International Investors 0.01% Reduce -77.3% 433,155 $79.8M
HSBC Holdings PLC 0.04% Add +3.5% 424,673 $78.3M
Ameriprise Financial Inc. 0.02% Add +21.9% 419,770 $77.2M
AQR Capital Management 0.04% Add +7.6% 396,240 $72.9M
Nuveen, LLC 0.02% Reduce -4.7% 378,018 $69.6M
Neuberger Berman Group LLC 0.05% Add +0.0% 368,726 $67.9M
Toronto Dominion Bank 0.12% Add +45.7% 355,124 $65.3M
Envestnet Asset Management Inc. 0.02% Add +3.6% 349,769 $64.4M
Woodley Farra Manion Portfolio Management Inc. 3.03% Reduce -5.4% 345,145 $63.5M
Amundi 0.02% Reduce -18.9% 326,189 $60.0M
Bahl & Gaynor LLC 0.30% New 323,299 $59.5M
Swiss National Bank 0.03% Reduce -5.5% 318,800 $58.7M
DekaBank Deutsche Girozentrale 0.10% No change 324,122 $55.2M
Royal Bank of Canada 0.01% Reduce -15.8% 298,950 $55.0M
BNP Paribas Financial Markets 0.03% Add +22.3% 293,895 $54.1M
California Public Employees Retirement System 0.03% Reduce -13.1% 287,243 $52.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.2% 266,342 $49.0M
Adage Capital Partners Gp, L.L.C. 0.07% Add +149.8% 266,004 $49.0M
Rhumbline Advisers 0.04% Reduce -5.1% 255,699 $47.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.9% 248,254 $46.5M
J. Safra Sarasin Holding AG 0.74% Add +3.6% 248,403 $45.7M
Regions Financial Corp. 0.29% Add +0.7% 248,334 $45.7M
Interval Partners, LP 1.06% New 245,618 $45.2M
Eurizon Capital SGR S.p.A. 0.14% — 240,135 $44.2M
Nomura Asset Management International Inc. 0.06% — 232,860 $42.9M
Great Lakes Advisors, LLC 0.34% Reduce -1.6% 223,893 $41.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.0% 222,365 $40.9M
Barclays PLC 0.02% Reduce -24.7% 212,096 $39.0M
Swiss Life Asset Management Ltd 0.19% Reduce -39.7% 203,410 $37.4M
Man Group plc 0.07% Reduce -27.3% 197,396 $36.3M
Federated Hermes, Inc. 0.06% Add +451.6% 192,032 $35.3M
AEGON ASSET MANAGEMENT UK Plc 0.38% Reduce -41.6% 172,429 $31.7M
FMR LLC 0.00% Reduce -4.8% 164,073 $30.2M
Brandywine Global Investment Management, LLC 0.20% Add +68.0% 161,426 $29.7M
Clear Trail Advisors, LLC 6.80% — 159,392 $29.3M
Natixis 0.11% Add +1978.0% 158,009 $29.1M
Capital International, Inc. 0.22% Reduce -11.3% 153,059 $28.2M
New York State Common Retirement Fund 0.04% Reduce -0.2% 152,417 $28.0M
Bank of Montreal 0.01% Add +26.8% 146,615 $27.0M
California State Teachers Retirement System 0.03% Reduce -8.3% 144,594 $26.6M
Principal Financial Group Inc. 0.01% Add +2.4% 142,354 $26.2M
TD Asset Management Inc 0.02% Add +2.5% 142,217 $26.2M
Natixis Advisors, LLC 0.04% Add +6.0% 142,033 $26.1M
Alps Advisors Inc. 0.15% Add +19.3% 137,655 $25.3M
US Bancorp \de 0.03% Reduce -3.0% 137,149 $25.2M
Arbejdsmarkedets Tillaegspension 0.62% — 131,295 $24.2M
LPL Financial LLC 0.01% Reduce -46.8% 130,610 $24.0M
Franklin Resources Inc. 0.01% Add +8.7% 130,123 $23.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +43.2% 129,599 $23.9M
Alliancebernstein L.P. 0.01% Reduce -3.1% 127,687 $23.5M
Public Employees Retirement Association of Colorado 0.09% No change 125,730 $23.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -1.2% 124,819 $23.0M
Willis Investment Counsel 1.17% No change 122,600 $22.6M
New York State Teachers Retirement System 0.04% Add +10.3% 116,019 $21.4M
Mizuho Markets Americas LLC 0.44% No change 110,487 $20.3M
Applied Finance Capital Management, LLC 1.45% Add +8.3% 110,268 $20.3M
Citigroup Inc. 0.01% Reduce -17.4% 109,637 $20.2M
Russell Investments Group, Ltd. 0.02% Add +76.2% 104,576 $19.3M
Bank of Nova Scotia 0.03% Add +69.3% 104,224 $19.2M
Valley Wealth Managers, Inc. 1.20% Add +4.8% 101,812 $18.7M
CANADA LIFE ASSURANCE Co 0.03% Reduce -21.0% 101,414 $18.7M
Aviva PLC 0.03% Add +5.6% 98,266 $18.1M
State Board of Administration of Florida Retirement System 0.03% No change 97,162 $17.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +35.0% 96,178 $17.7M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Add +37.3% 94,979 $17.5M
First Trust Advisors LP 0.01% Reduce -9.6% 92,520 $17.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +63.8% 83,913 $16.8M
Trexquant Investment LP 0.15% New 91,079 $16.8M
Andra AP-fonden 0.20% Reduce -12.6% 88,271 $16.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +211.4% 87,276 $16.1M
Stifel Financial Corp. 0.01% Add +5.5% 85,087 $15.7M
Credit Agricole S A 0.04% Add +107.0% 84,727 $15.6M
Running Oak Capital LLC 1.87% Add +2.1% 81,132 $14.9M
American Century Companies Inc. 0.01% Reduce -0.3% 76,268 $14.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -1.3% 75,774 $13.9M
National Bank of Canada 0.01% Add +4.4% 75,687 $13.9M
Forsta Ap-Fonden 0.08% Add +100.3% 73,900 $13.6M
Pinnacle Financial Partners, Inc. 0.10% — 72,745 $13.4M
Korea Investment CORP 0.03% Add +1.8% 72,625 $13.4M
Flputnam Investment Management Co. 0.19% Reduce -11.3% 72,035 $13.3M
Cetera Investment Advisers 0.01% Add +0.0% 71,820 $13.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +37.8% 70,634 $13.0M
Allianz Asset Management GmbH 0.01% Reduce -3.8% 70,018 $12.9M
SG Americas Securities, LLC 0.02% Add +1163.8% 68,977 $12.7M
Nordea Investment Management AB 0.01% Add +939.1% 68,672 $12.7M
Swedbank AB 0.01% Reduce -13.3% 67,699 $12.5M
Aberdeen Group plc 0.02% Add +0.2% 67,238 $12.4M
Guardian Capital LP 0.36% Reduce -3.4% 66,528 $12.2M
Danske Bank A/S 0.03% Add +8.3% 65,640 $12.1M
Steward Partners Investment Advisory, LLC 0.06% Add +0.1% 64,157 $11.8M
Pictet Asset Management Holding SA 0.01% Reduce -7.1% 64,027 $11.8M
Worldquant Millennium Advisors LLC 0.04% Add +317.4% 62,996 $11.6M
Truist Financial Corp. 0.02% Add +9.4% 61,922 $11.4M
Voya Investment Management LLC 0.01% Reduce -7.2% 61,883 $11.4M
State of Wisconsin Investment Board 0.02% Reduce -10.1% 60,222 $11.1M
Integrity Alliance, Llc. 0.40% Add +2139.4% 59,837 $11.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.3% 59,812 $11.0M
Royal London Asset Management Ltd. 0.02% Add +8.0% 59,196 $10.9M
NewEdge Advisors, LLC 0.04% Add +11.5% 58,873 $10.8M
Pinebridge Investments LLC 0.08% — 57,319 $10.5M
Susquehanna International Group, LLP 0.01% Add +216.9% 57,121 $10.5M
Prudential Financial Inc. 0.01% Reduce -63.4% 56,463 $10.4M
PNC Financial Services Group, Inc. 0.01% Reduce -0.8% 56,104 $10.3M
Covington Investment Advisors Inc. 1.39% Reduce -4.8% 55,205 $10.2M
Asset Management One Co., Ltd. 0.03% Reduce -3.9% 53,419 $10.0M
QV Investors Inc. 0.81% Add +64.8% 53,872 $9.9M
Quantinno Capital Management LP 0.02% Reduce -45.9% 51,940 $9.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.14% — 51,338 $9.4M
Calamos Advisors LLC 0.06% Reduce -3.9% 50,672 $9.3M
Schonfeld Strategic Advisors LLC 0.05% New 50,268 $9.3M
ING Groep NV 0.06% New 49,932 $9.2M
VestGen Advisors, LLC 0.39% Add +10.9% 49,708 $9.1M
Commerce Bank 0.05% Add +0.7% 49,309 $9.1M
Treasurer of the State of North Carolina 0.03% Reduce -42.0% 48,952 $9.0M
Wilmington Savings Fund Society, FSB 0.21% Reduce -0.7% 47,868 $8.8M
Gotham Asset Management 0.03% Reduce -43.5% 46,964 $8.6M
State of Tennessee, Department of Treasury 0.03% Add +28.0% 42,689 $8.5M
Geneos Wealth Management Inc. 0.21% Add +0.3% 45,944 $8.5M
Williams Jones Wealth Management, LLC. 0.10% No change 45,695 $8.4M
World Investment Advisors 0.14% Add +5.6% 45,020 $8.3M
Focus Partners Wealth 0.01% Add +163.1% 43,810 $8.1M
Beacon Investment Advisory Services, Inc. 0.33% Reduce -19.1% 43,367 $8.0M
Cibc World Market Inc. 0.01% Add +198.4% 43,036 $7.9M
KLP Kapitalforvaltning As 0.03% No change 42,200 $7.8M
Strategic Wealth Partners, Ltd. 0.53% Add +53765.4% 42,015 $7.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +790.9% 41,275 $7.6M
Sienna Gestion 0.46% Reduce -7.9% 41,187 $7.6M
Stephens Inc. 0.09% Reduce -4.4% 40,278 $7.5M
Osaic Holdings, Inc. 0.01% Reduce -43.2% 39,857 $7.3M
Marks Group Wealth Management, Inc 0.70% Reduce -8.8% 39,450 $7.3M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +13.3% 39,355 $7.2M
Ellsworth Advisors, LLC 1.42% Add +7.6% 33,423 $7.2M
Citadel Advisors 0.00% Reduce -60.3% 38,548 $7.1M
Nomura Asset Management Co. Ltd. 0.02% Reduce -23.7% 38,444 $7.1M
Nisa Investment Advisors, LLC 0.02% Add +0.9% 38,361 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.7% 37,926 $7.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.2% 37,767 $6.9M
Rokos Capital Management LLP 0.10% New 37,616 $6.9M
Arkadios Wealth Advisors 0.14% Add +9.6% 37,622 $6.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.0% 36,621 $6.8M
Skba Capital Management LLC 0.96% Reduce -26.6% 36,615 $6.7M
Janney Montgomery Scott LLC 0.02% Add +25.5% 36,268 $6.7M
Westport Asset Management Inc. 2.78% No change 35,000 $6.7M
Tudor Investment Corporation 0.04% Add +288.1% 35,946 $6.6M
Teacher Retirement System of Texas 0.02% Reduce -44.5% 35,584 $6.5M
Public Employees Retirement System of Ohio 0.02% Reduce -3.7% 35,166 $6.5M
M&T Bank Corp 0.02% Add +12.9% 33,907 $6.2M
Royal Fund Management, LLC 0.57% Add +37.8% 33,501 $6.2M
Creative Planning 0.00% Reduce -3.5% 33,273 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 33,241 $6.1M
Mariner, LLC 0.01% Reduce -15.0% 32,962 $6.1M
Mgo One Seven LLC 0.12% Add +19.7% 32,694 $6.0M
Arizona State Retirement System 0.03% Reduce -7.9% 31,881 $5.9M
DNB Asset Management AS 0.02% Add +43.4% 31,672 $5.8M
MML Investors Services, LLC 0.01% Add +10.3% 31,231 $5.7M
Comerica Bank 0.02% Reduce -2.6% 30,964 $5.7M
Czech National Bank 0.04% Add +3.2% 30,671 $5.6M
Commonwealth Equity Services, LLC 0.01% Reduce -21.4% 30,669 $5.6M
&partners 0.03% Add +119.6% 30,680 $5.6M
State of Michigan Retirement System 0.03% Reduce -3.8% 30,412 $5.6M
Tulsa Wealth Advisors, INC 1.83% — 29,879 $5.5M
CIBC Asset Management Inc 0.01% Add +56.9% 29,715 $5.5M
F/m Investments LLC 0.21% Reduce -1.1% 29,646 $5.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.21% No change 29,381 $5.4M
Knights of Columbus Asset Advisors LLC 0.30% Reduce -38.9% 29,157 $5.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +2.2% 28,253 $5.2M
Xponance LLC 0.04% Add +5.3% 27,819 $5.1M
Patton Albertson Miller Group, LLC 0.59% Reduce -1.1% 27,210 $5.0M
Capital Investment Counsel, LLC 0.69% New 27,099 $5.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.7% 27,055 $5.0M
Virginia Wealth Management Group, Inc. 2.86% Add +1.4% 26,605 $4.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -36.4% 26,335 $4.8M
Assenagon Asset Management S.A. 0.01% Reduce -70.7% 26,319 $4.8M
First Financial Bank - Trust Division 0.40% Reduce -3.1% 26,302 $4.8M
Verition Fund Management LLC 0.03% Reduce -74.3% 25,979 $4.8M
Amalgamated Bank 0.03% Reduce -5.2% 25,600 $4.7M
Lazard Asset Management LLC 0.01% Reduce -44.7% 25,111 $4.6M
Cibc World Markets Corp. 0.02% — 25,031 $4.6M
Harrell Investment Partners, LLC 1.08% Reduce -1.5% 24,778 $4.6M
Retirement Systems of Alabama 0.01% Reduce -0.9% 24,744 $4.6M
IFM Investors Pty Ltd 0.04% No change 24,267 $4.5M
Motco 0.40% Reduce -1.4% 23,946 $4.4M
Mercer Global Advisors Inc. 0.01% Reduce -1.0% 23,590 $4.3M
Cullen Investment Group, LTD. 0.56% Reduce -39.8% 21,423 $4.3M
Sanctuary Advisors, LLC 0.02% Add +33.0% 23,473 $4.3M
SCS Capital Management LLC 0.05% New 23,360 $4.3M
Cohen Capital Management, Inc. 0.64% No change 23,239 $4.3M
Hudson Bay Capital Management LP 0.03% Reduce -58.8% 22,789 $4.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.2% 22,548 $4.1M
ProShare Advisors LLC 0.01% Add +13.3% 22,501 $4.1M
Zacks Investment Management 0.03% Reduce -1.4% 22,255 $4.1M
New Age Alpha Advisors, LLC 0.18% Add +22.7% 22,020 $4.1M
Captrust Financial Advisors 0.01% Add +1.2% 21,884 $4.0M
Ethic Inc. 0.06% Add +8.3% 21,625 $4.0M
Van Eck Associates Corp. 0.00% Add +14.1% 21,307 $3.9M
Ensign Peak Advisors, Inc 0.01% Reduce -54.2% 21,136 $3.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +11.3% 21,044 $3.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% — 20,870 $3.8M
Rockefeller Capital Management L.P. 0.01% Reduce -12.3% 20,677 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +22.5% 20,605 $3.8M
Agf Management Ltd. 0.02% Add +32.2% 20,514 $3.8M
Silvant Capital Management LLC 0.13% Add +2662.6% 20,250 $3.7M
Storebrand Asset Management As 0.01% Reduce -20.1% 19,919 $3.7M
Fifth Third Bancorp 0.01% Reduce -7.1% 19,589 $3.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -32.3% 19,357 $3.6M
Vista Investment Partners LLC 0.93% Add +0.5% 19,319 $3.6M
Daiwa Securities Group Inc. 0.01% Add +2.0% 19,307 $3.6M
Utah Retirement Systems 0.03% No change 19,273 $3.5M
USS Investment Management Ltd 0.02% Add +1.4% 18,837 $3.5M
Advisory Services Network, LLC 0.05% Add +3.7% 18,696 $3.4M
United Capital Financial Advisors, LLC 0.02% Add +134.2% 18,620 $3.4M
Cerity Partners LLC 0.01% Add +11.4% 18,536 $3.4M
Advisors Asset Management, Inc. 0.06% Add +12.9% 18,419 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +29.7% 18,348 $3.4M
J.W. Cole Advisors, Inc. 0.08% Add +17.9% 18,477 $3.3M
Siemens Fonds Invest GmbH 0.18% Reduce -13.6% 18,034 $3.3M
ASR Vermogensbeheer N.V. 0.04% Reduce -0.9% 17,956 $3.3M
Caliber Wealth Management, LLC / KS 0.35% Add +16.3% 17,887 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.1% 17,874 $3.3M
Fulton Bank, N.A. 0.11% Add +7.3% 17,844 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -4.1% 17,759 $3.3M
Dynamic Advisor Solutions LLC 0.10% Add +478.9% 17,743 $3.3M
Oppenheimer Asset Management Inc. 0.04% Add +24.0% 17,601 $3.2M
HighTower Advisors, LLC 0.00% Reduce -2.6% 17,600 $3.2M
SummitTX Capital, L.P. 0.10% New 17,373 $3.2M
Decatur Capital Management, Inc. 1.29% Reduce -5.0% 17,179 $3.2M
Keybank National Association 0.01% Add +5.6% 16,987 $3.1M
KBC Group NV 0.01% Reduce -17.8% 16,911 $3.1M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -4.3% 16,890 $3.1M
Peddock Capital Advisors, LLC 0.65% Add +0.6% 16,836 $3.1M
Blue Trust, Inc. 0.03% Reduce -0.1% 16,795 $3.1M
Horizon Investments, LLC 0.04% Add +30.8% 16,681 $3.0M
Rodgers Brothers Inc. 0.36% Add +1.7% 16,487 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.1% 16,249 $3.0M
NEOS Investment Management LLC 0.02% Add +18.2% 16,062 $3.0M
CIBC Private Wealth Group LLC 0.01% Reduce -4.5% 16,013 $2.9M
New York Life Investment Management LLC 0.03% Add +0.3% 15,983 $2.9M
Comprehensive Financial Consultants Institutional, Inc. 0.88% Add +5.7% 15,877 $2.9M
Fruth Investment Management 0.79% Reduce -0.6% 15,850 $2.9M
Jefferies Financial Group Inc. 0.02% Add +37.4% 15,591 $2.9M
Rakuten Investment Management, Inc. 0.01% Reduce -95.0% 15,301 $2.9M
Ceeto Capital Group, LLC 0.83% No change 15,500 $2.9M
Orion Porfolio Solutions, LLC 0.02% Add +6.8% 15,404 $2.8M
NorthCoast Asset Management LLC 0.06% Reduce -73.2% 15,335 $2.8M
Public Sector Pension Investment Board 0.01% Add +49.8% 15,118 $2.8M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.7% 14,925 $2.7M
Corient Private Wealth LP 0.00% Reduce -1.4% 14,838 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -29.1% 14,785 $2.7M
Cwm, LLC 0.01% Add +33.8% 14,693 $2.7M
Mackenzie Financial Corp. 0.00% Add +9.8% 14,575 $2.7M
Hennessy Advisors Inc. 0.09% Reduce -2.0% 14,500 $2.7M
UniSuper Management Pty Ltd 0.02% Reduce -0.6% 14,470 $2.7M
Adell Harriman & Carpenter Inc. 0.16% Reduce -4.8% 14,177 $2.6M
Macquarie Group Ltd. 0.01% Reduce -94.8% 13,941 $2.6M
Plimoth Trust Co. LLC 0.57% Add +10.1% 13,848 $2.5M
Integrated Advisors Network LLC 0.11% Add +428.7% 13,710 $2.5M
Scissortail Wealth Management, LLC 0.57% Add +1.8% 13,634 $2.5M
Concurrent Investment Advisors, LLC 0.03% Add +313.9% 13,598 $2.5M
Choreo, LLC 0.03% Reduce -25.6% 13,417 $2.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.8% 13,281 $2.4M
OP Asset Management Ltd 0.03% Add +4.8% 13,280 $2.4M
OpenArc Corporate Advisory, LLC 0.04% — 13,251 $2.4M
Zurich Insurance Group Ltd 0.02% No change 13,160 $2.4M
Agp Franklin, LLC 1.13% Add +0.5% 13,137 $2.4M
Meridian Wealth Management, LLC 0.08% New 13,062 $2.4M
Tredje AP-fonden 0.02% Reduce -3.5% 12,936 $2.4M
Phoenix Wealth Advisors 0.90% Reduce -0.8% 12,779 $2.4M
Janus Henderson Group PLC 0.00% Reduce -10.7% 12,592 $2.3M
Capital Analysts, LLC 0.06% Add +6.5% 12,502 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -1.6% 12,488 $2.3M
SevenBridge Financial Group, LLC 0.36% Reduce -12.0% 11,513 $2.3M
Ontario Teachers Pension Plan Board 0.05% Add +37.1% 12,288 $2.3M
Baldwin Investment Management, LLC 0.25% Add +12.3% 12,046 $2.2M
Vista Investment Partners Ii, LLC 0.95% Reduce -6.6% 11,978 $2.2M
Schroder Investment Management Group 0.00% Reduce -21.4% 11,813 $2.2M
Mystic Asset Management, Inc. 0.49% Reduce -8.9% 11,677 $2.1M
Benjamin Edwards Inc. 0.02% Add +116.4% 11,641 $2.1M
LRT Capital Management, LLC 1.83% Reduce -21.9% 11,636 $2.1M
Americana Partners, LLC 0.06% Reduce -13.0% 11,616 $2.1M
SWP Investment Management LLC 1.55% New 11,598 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -7.5% 11,591 $2.1M
Baird Financial Group, Inc. 0.00% Add +22.5% 11,331 $2.1M
SteelPeak Wealth, LLC 0.07% Reduce -24.1% 11,234 $2.1M
Aptus Capital Advisors, LLC 0.02% Reduce -6.0% 11,131 $2.0M
Valley National Advisers Inc. 0.28% Reduce -3.6% 11,121 $2.0M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -11.7% 10,966 $2.0M
Sowell Financial Services LLC 0.07% Add +2.5% 10,935 $2.0M
Bragg Financial Advisors, Inc 0.07% Reduce -4.3% 10,921 $2.0M
Peterson Wealth Services 0.51% Add +977.9% 10,854 $2.0M
HM Payson & Co. 0.03% No change 10,827 $2.0M
Lotus Technology Management, LP 1.10% — 10,785 $2.0M
Bokf, NA 0.03% Reduce -5.8% 10,768 $2.0M
Midwest Trust Co 0.02% Reduce -3.9% 10,710 $2.0M
Marco Investment Management LLC 0.15% No change 10,675 $2.0M
TD Waterhouse Canada Inc. 0.01% Reduce -56.8% 10,608 $2.0M
Jacobi Capital Management LLC 0.11% Add +1.6% 10,593 $1.9M
Generali Asset Management SPA SGR 0.04% Reduce -38.6% 10,565 $1.9M
Machina Capital S.A.S. 0.36% Add +307.8% 10,375 $1.9M
Beacon Investment Advisors LLC 0.77% Reduce -52.3% 10,360 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -6.2% 9,079 $1.9M
Atria Investments, Inc 0.02% Add +23.2% 10,284 $1.9M
Rafferty Asset Management, LLC 0.01% Reduce -3.0% 10,150 $1.9M
Capital International Sarl 0.03% No change 9,913 $1.8M
McMillan Office, Inc. 0.22% — 9,880 $1.8M
Glenmede Trust Co. NA 0.01% — 9,774 $1.8M
Winthrop Partners - WNY, LLC 0.97% — 9,757 $1.8M
Sagespring Wealth Partners, LLC 0.03% Reduce -8.1% 9,730 $1.8M
PFA Pension, Forsikringsaktieselskab 0.01% — 9,675 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +6.9% 9,612 $1.8M
Pacer Advisors, Inc. 0.00% Add +2.3% 9,547 $1.8M
First Business Financial Services, Inc. 0.16% Add +3.3% 9,536 $1.8M
Bowman & Co S.C. 0.74% Reduce -1.2% 9,461 $1.7M
Burney Co./ 0.05% Reduce -91.9% 9,457 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,202 $1.7M
Investment Management Corp of Ontario 0.02% Add +64.4% 9,051 $1.7M
TMB Capital Partners, LLC 0.57% — 9,034 $1.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.06% — 9,005 $1.7M
Intech Investment Management LLC 0.01% Reduce -28.5% 8,975 $1.7M
Gator Capital Management, LLC 0.34% New 8,948 $1.6M
Canandaigua National Bank & Trust Co. 0.15% Reduce -3.0% 8,856 $1.6M
Martingale Asset Management L P 0.04% Reduce -1.8% 8,849 $1.6M
Belpointe Asset Management LLC 0.06% Add +193.3% 8,771 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.40% Reduce -25.2% 8,705 $1.6M
Employees Retirement System of Texas 0.02% No change 8,697 $1.6M
Genus Capital Management Inc. 0.18% Reduce -28.0% 8,611 $1.6M
Cadence Bank 0.09% Add +0.7% 8,524 $1.6M
CX Institutional 0.05% Add +6.8% 8,458 $1.6M
MAI Capital Management 0.01% Add +1.7% 8,375 $1.5M
Wealthfront Advisers LLC 0.00% Add +2.2% 8,317 $1.5M
National Pension Service 0.00% Reduce -95.8% 8,302 $1.5M
Mizuho Securities USA LLC 0.03% Reduce -0.7% 8,469 $1.5M
Lido Advisors, LLC 0.01% Add +0.3% 8,182 $1.5M
Kingswood Wealth Advisors, LLC 0.07% Add +437.9% 8,262 $1.5M
Allstate Corp. 0.02% Add +107.8% 8,159 $1.5M
Tectonic Advisors LLC 0.08% Add +23.6% 8,103 $1.5M
Family Legacy, Inc. 0.44% Add +1.2% 8,002 $1.5M
Citizens Financial Group Inc. 0.02% Reduce -13.1% 7,990 $1.5M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.4M
Park Avenue Securities LLC 0.01% Reduce -2.3% 7,640 $1.4M
Blair William & Co. 0.00% Add +5.9% 7,640 $1.4M
Magnolia Capital Advisors LLC 0.29% Reduce -0.7% 7,581 $1.4M
Simmons Bank 0.09% No change 7,494 $1.4M
Commonwealth Retirement Investments LLC 0.44% Add +1.1% 7,458 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Add +17.5% 7,349 $1.4M
Kentucky Retirement Systems 0.04% No change 7,335 $1.3M
Abn Amro Investment Solutions 0.02% Add +117.5% 7,310 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -6.1% 7,301 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.03% New 7,219 $1.3M
Norinchukin Bank, The 0.02% Add +7.1% 7,197 $1.3M
Affinity Investment Advisors, LLC 0.88% Add +1.0% 7,184 $1.3M
Bridgewater Associates 0.00% Reduce -49.7% 7,183 $1.3M
Tidal Investments LLC 0.01% Add +206.5% 7,142 $1.3M
Groupama Asset Managment 0.02% No change 7,100 $1.3M
Aviso Financial Inc. 0.05% Reduce -4.9% 7,094 $1.3M
Capital Management Associates, Inc 0.29% Add +93.6% 7,058 $1.3M
Commerzbank Aktiengesellschaft 0.03% No change 6,937 $1.3M
Thrivent Financial for Lutherans 0.00% Add +20.6% 6,793 $1.3M
Hartford Investment Management Co. 0.04% Reduce -2.2% 6,732 $1.2M
Level Four Advisory Services, LLC 0.04% Add +1.4% 6,582 $1.2M
Versor Investments LP 0.19% Add +84.9% 6,578 $1.2M
Sierra Summit Advisors LLC 0.19% New 6,577 $1.2M
Bessemer Group Inc. 0.00% Add +1.7% 6,464 $1.2M
United Community Bank 0.44% Reduce -29.4% 6,386 $1.2M
Greatmark Investment Partners, Inc. 0.14% No change 6,372 $1.2M
Summit Trail Advisors, LLC 0.02% Reduce -6.7% 6,335 $1.2M
Knollwood Investment Advisory, LLC 0.11% No change 6,287 $1.2M
Sfmg, LLC 0.08% Reduce -6.2% 6,217 $1.1M
Private Advisor Group, LLC 0.01% Add +1.8% 6,063 $1.1M
Jones Financial Companies LLLP 0.00% Reduce -8.8% 6,032 $1.1M
Congress Asset Management Co. 0.01% Reduce -41.2% 5,956 $1.1M
Shay Capital LLC 0.18% Add +321.1% 5,900 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -3.3% 5,900 $1.1M
South Dakota Investment Council 0.02% No change 5,872 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +83.0% 5,870 $1.1M
Huntington National Bank 0.01% Add +1.4% 5,850 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +0.0% 5,212 $1.1M
Moody National Bank Trust Division 0.10% Reduce -24.7% 5,798 $1.1M
First Manhattan Co. Llc. 0.00% No change 5,774 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% No change 5,761 $1.1M
FORA Capital, LLC 0.13% New 8,211 $1.1M
Maryland State Retirement & Pension System 0.02% No change 5,679 $1.0M
QRG Capital Management, Inc. 0.01% Add +17.6% 5,645 $1.0M
NorthCrest Asset Manangement, LLC 0.02% Add +22.8% 5,348 $1.0M
WINTON GROUP Ltd 0.04% Reduce -83.6% 5,584 $1.0M
Capstone Financial Advisors, Inc. 0.05% Reduce -15.8% 5,579 $1.0M
GAMMA Investing LLC 0.05% Reduce -7.2% 5,510 $1.0M
Fortis Capital Advisors, LLC 0.15% New 5,473 $1.0M
CI Investments Inc. 0.00% Reduce -13.8% 5,472 $1.0M
LMG Wealth Partners, LLC 0.19% Reduce -12.8% 5,421 $998K
James Investment Research, Inc. 0.11% Reduce -2.4% 5,387 $991K
HB Wealth Management, LLC 0.01% Reduce -0.2% 5,374 $989K
New Mexico Educational Retirement Board 0.03% Add +1.9% 5,376 $989K
Snowden Capital Advisors LLC 0.03% Add +25.2% 5,328 $981K
Dravo Bay LLC 0.41% New 5,323 $980K
Invera Wealth Advisors, LLC 0.62% Reduce -9.5% 5,306 $976K
Everstar Asset Management, LLC 0.52% New 5,286 $973K
Ostrum Asset Management 0.05% Reduce -24.9% 5,241 $964K
Exchange Traded Concepts, LLC 0.01% Add +13.7% 5,154 $948K
SFE Investment Counsel 0.15% Add +19.7% 5,125 $943K
Balyasny Asset Management L.P. 0.00% Reduce -98.7% 5,090 $937K
Jane Street Group, LLC 0.00% Add +16.5% 5,014 $923K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.2% 4,897 $917K
AlphaQuest LLC 0.05% Reduce -48.7% 4,980 $916K
Callan Family Office, LLC 0.02% Add +151.1% 4,929 $907K
Brian Low Financial Group, LLC 0.64% New 4,921 $906K
Torrey Growth & Income Advisors 0.31% No change 4,905 $903K
Candriam S.C.A. 0.00% Reduce -22.5% 4,892 $900K
Stonebrook Private Inc. 0.19% Reduce -63.6% 4,880 $898K
Saxon Interests, Inc. 0.32% Add +0.0% 4,848 $892K
Rothschild Investment LLC 0.05% Reduce -0.8% 4,817 $886K
Lauterbach Financial Advisors, LLC 0.43% No change 4,800 $883K
Jump Financial, LLC 0.01% New 4,794 $882K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 4,786 $881K
NewEdge Wealth, LLC 0.01% Add +42.9% 4,772 $878K
MUFG Securities EMEA plc 0.01% Add +112.9% 4,768 $877K
Ascent Group, LLC 0.03% Reduce -0.9% 4,701 $865K
Icon Wealth Advisors, LLC 0.06% New 4,656 $857K
Eagle Harbor Asset Management Inc. 0.70% Reduce -3.6% 4,573 $841K
Frank, Rimerman Advisors LLC 0.05% Add +0.0% 4,560 $839K
Concord Wealth Partners 0.11% Add +3.1% 4,528 $833K
Concord Asset Management, LLC 0.14% Add +3.0% 4,520 $832K
Searle & Co. 0.21% No change 4,500 $828K
Daiichi Life Insurance Co., Ltd. 0.02% No change 4,495 $827K
Waverly Advisors, LLC 0.01% Add +30.1% 4,450 $819K
Tobam 0.20% New 4,397 $809K
Federation des caisses Desjardins du Quebec 0.00% Reduce -21.9% 4,370 $804K
Hilltop Holdings Inc. 0.05% Add +19.3% 4,338 $798K
Fortis Group Advisors, LLC 0.13% New 3,998 $797K
Crossmark Global Holdings, Inc. 0.01% Reduce -53.3% 4,282 $788K
Sheets Smith Wealth Management 0.09% Add +13.2% 4,281 $788K
IFP Advisors, Inc 0.02% Add +2.6% 4,281 $788K
OMERS ADMINISTRATION Corp 0.01% No change 4,270 $786K
Cordgrass Capital Advisors, LLC 0.19% Reduce -5.6% 4,269 $786K
Lee Danner & Bass Inc. 0.06% No change 4,240 $780K
Empirical Finance, LLC 0.04% Reduce -4.0% 4,218 $776K
Eastern Bank 0.01% Reduce -12.6% 4,187 $770K
Allworth Financial LP 0.00% Add +4.7% 4,132 $760K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.8% 4,112 $757K
Walleye Capital LLC 0.00% Reduce -68.3% 4,111 $757K
Redwood Investment Management, LLC 0.09% New 4,108 $756K
Portfolio Design Labs, LLC 0.12% Reduce -8.5% 4,091 $753K
Vident Advisory, LLC 0.01% Reduce -6.9% 4,070 $749K
Nicholas Investment Partners, LP 0.06% Add +28.0% 4,067 $748K
Merit Financial Group, LLC 0.01% Reduce -26.3% 4,057 $747K
Marshall Wace, LLP 0.00% Reduce -98.8% 4,025 $741K
North Dakota State Investment Board 0.03% — 4,007 $737K
Fuller & Thaler Asset Management, Inc. 0.00% No change 4,000 $736K
Live Oak Investment Partners 0.45% Reduce -7.7% 3,947 $726K
Lanark Financial, Inc. 0.05% Add +5.2% 3,895 $717K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -5.2% 3,844 $707K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +2.3% 3,837 $706K
Pinnacle West Asset Management, Inc. 0.46% No change 3,810 $701K
Checchi Capital Advisers, LLC 0.05% Reduce -5.7% 3,790 $697K
Metis Global Partners, LLC 0.02% Reduce -5.6% 3,718 $684K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 3,716 $684K
Advocate Group LLC 0.11% Reduce -0.5% 3,665 $674K
Apollon Wealth Management, LLC 0.01% Reduce -15.9% 3,637 $669K
Vaughan David Investments LLC 0.01% Reduce -25.1% 3,624 $667K
Howland Capital Management LLC 0.03% No change 3,602 $663K
SS&H Financial Advisors, Inc. 0.19% Reduce -6.6% 3,600 $662K
Farmers Trust Co. 0.11% No change 3,594 $661K
Mutual Advisors, LLC 0.01% Add +0.9% 3,516 $647K
Ascentis Independent Advisors 0.10% Reduce -11.5% 3,508 $646K
Northwestern Mutual Wealth Management Co. 0.00% Add +26.9% 3,482 $641K
Keyes, Stange & Wooten Wealth Management, LLC 0.30% Reduce -4.9% 3,481 $641K
HighPoint Advisor Group LLC 0.01% No change 3,391 $624K
V-Square Quantitative Management LLC 0.06% New 3,389 $624K
Farther Finance Advisors, LLC 0.01% Add +116.7% 3,376 $621K
Vise Technologies, Inc. 0.01% Add +43.9% 3,355 $617K
Vontobel Holding Ltd. 0.00% Add +1.1% 3,352 $617K
Greenleaf Trust 0.01% Reduce -1.7% 3,340 $615K
Evergreen Capital Management LLC 0.01% Add +9.5% 3,322 $611K
Coldstream Capital Management Inc. 0.01% Reduce -2.9% 3,314 $610K
Beacon Pointe Advisors, LLC 0.00% Reduce -7.6% 3,305 $608K
AlphaCore Capital LLC 0.01% Add +285.4% 3,295 $606K
GLOBALT Investments LLC / GA 0.02% Reduce -92.6% 3,230 $594K
Prudential PLC 0.00% Add +46.1% 3,221 $593K
AE Wealth Management LLC 0.00% Reduce -34.2% 3,205 $590K
Smartleaf Asset Management LLC 0.02% Reduce -19.8% 3,188 $590K
EagleClaw Capital Managment, LLC 0.09% No change 3,200 $589K
Vestmark Advisory Solutions, Inc. 0.01% New 3,185 $586K
Farmers National Bank 0.13% Reduce -15.0% 3,160 $582K
Securian Asset Management, Inc. 0.02% Reduce -43.3% 3,138 $577K
Mufg Securities Americas Inc. 0.04% Reduce -0.7% 3,134 $577K
Sumitomo Life Insurance Co. 0.02% No change 3,100 $570K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 3,075 $566K
Quantbot Technologies LP 0.02% New 3,074 $566K
Trustmark Bank Trust Department 0.04% Reduce -0.2% 3,062 $563K
Whittier Trust Co. 0.01% No change 2,797 $560K
Pring Turner Capital Group Inc. 0.34% No change 3,000 $552K
Montgomery Investment Management Inc. 0.20% No change 3,000 $552K
PDT Partners, LLC 0.04% New 3,000 $552K
Ar Asset Management Inc. 0.11% No change 3,000 $552K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -0.5% 3,000 $552K
Navellier & Associates Inc. 0.06% Reduce -56.5% 2,985 $549K
D.A. Davidson & Co. 0.00% Add +20.6% 2,952 $543K
Lifeworks Advisors, LLC 0.07% Add +9.8% 2,920 $537K
Strathmore Capital Advisors, Inc. 0.18% Reduce -0.7% 2,914 $536K
Harbour Investments, Inc. 0.01% Reduce -6.2% 2,912 $536K
Chesley Taft & Associates LLC 0.02% Reduce -2.5% 2,876 $529K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.2% 2,822 $519K
Kozak & Associates, Inc. 0.10% No change 2,565 $519K
Brandywine Oak Private Wealth LLC 0.04% Add +1.1% 2,805 $516K
STRS Ohio 0.00% Add +0.2% 2,799 $515K
King Wealth Management Group 0.06% No change 2,765 $509K
Jeppson Wealth Management, LLC 0.16% Reduce -2.6% 2,757 $507K
OmniStar Financial Group, Inc. 0.30% Reduce -1.9% 2,755 $507K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.9% 2,722 $501K
Burke & Herbert Bank & Trust Co. 0.14% Add +19.9% 2,709 $499K
ZWJ Investment Counsel Inc. 0.02% No change 2,709 $499K
GMO 0.00% No change 2,700 $497K
Aspire Growth Partners LLC 0.34% Reduce -4.9% 2,647 $487K
DRW Securities, LLC 0.04% New 2,638 $485K
Johnson Investment Counsel Inc. 0.00% No change 2,634 $485K
Leavell Investment Management, Inc. 0.02% No change 2,623 $483K
Principal Securities, Inc. 0.01% Reduce -10.3% 2,601 $479K
Banque Cantonale Vaudoise 0.02% Add +75.1% 2,590 $477K
Guggenheim Capital LLC 0.00% Reduce -50.0% 2,592 $477K
Ellevest, Inc. 0.07% Add +9.2% 2,570 $473K
DoubleLine ETF Adviser LP 0.14% New 2,561 $471K
Erste Asset Management GmbH 0.00% Add +43.5% 2,517 $470K
Center for Financial Planning, Inc. 0.05% Reduce -4.4% 2,554 $470K
Tema ETFs LLC 0.04% Reduce -0.2% 2,523 $464K
Brooklyn Investment Group 0.02% Add +33.4% 2,467 $461K
Wendell David Associates Inc. 0.05% No change 2,500 $460K
Harbour Wealth Management Group, Inc. 0.36% — 2,487 $458K
Old Port Advisors 0.11% Reduce -0.7% 2,460 $453K
Stonebridge Capital Advisors LLC 0.03% No change 2,450 $451K
FWG Holdings, LLC 0.17% No change 2,241 $447K
Hickory Point Bank & Trust 0.32% No change 2,425 $446K
Associated Banc-Corp 0.01% Add +25.7% 2,418 $445K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.36% — 2,416 $445K
Independent Advisor Alliance 0.01% Reduce -4.1% 2,376 $437K
MIdWestOne Financial Group, Inc. 0.05% No change 2,368 $436K
Signal Advisors Wealth, LLC 0.03% New 2,364 $435K
Tower Research Capital LLC (TRC) 0.01% Add +148.9% 2,347 $432K
Apella Capital, LLC 0.01% Add +0.1% 2,341 $431K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -4.3% 2,336 $430K
Truvestments Capital LLC 0.08% Reduce -7.9% 2,333 $429K
Syon Capital LLC 0.02% Reduce -14.2% 2,328 $428K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,326 $428K
Vestcor Inc 0.01% No change 2,319 $427K
Brown Brothers Harriman & Co. 0.00% Add +23.6% 2,317 $426K
Elevation Point Wealth Partners, LLC 0.02% Add +5.7% 2,304 $424K
Forum Financial Management, LP 0.01% Reduce -7.5% 2,285 $420K
Journey Strategic Wealth LLC 0.01% Add +47.4% 2,279 $419K
Guardian Partners Inc. 0.03% New 1,974 $419K
Quadrant Capital Group LLC 0.01% Reduce -2.7% 2,263 $416K
Blackston Financial Advisory Group, LLC 0.25% Reduce -2.4% 2,259 $416K
ExodusPoint Capital Management, LP 0.00% New 2,254 $415K
Canada Post Corp Registered Pension Plan 0.02% Add +38.2% 2,243 $413K
Cary Street Partners Financial LLC 0.01% Add +0.7% 2,208 $406K
NavPoint Financial, Inc. 0.17% No change 2,204 $406K
1620 Investment Advisors, Inc. 0.27% Add +2.4% 2,190 $403K
Focused Alpha, LLC 0.12% — 2,184 $402K
Signaturefd, LLC 0.01% Reduce -12.0% 2,182 $402K
Gilliland Jeter Wealth Management LLC 0.12% Reduce -0.8% 2,180 $401K
Impact Investors, Inc 0.28% No change 2,170 $399K
Western Wealth Management, LLC 0.02% Reduce -77.1% 2,170 $399K
Excalibur Management Corp. 0.14% No change 2,162 $398K
Fox Run Management, L.L.C. 0.06% New 2,158 $397K
Confluence Wealth Services, Inc. 0.02% Reduce -17.3% 2,146 $395K
Ritholtz Wealth Management 0.01% Reduce -4.9% 2,131 $392K
Synergy Investment Management, LLC 0.14% No change 2,125 $391K
TCW Group Inc. 0.00% New 2,116 $389K
Sage Private Wealth Group, LLC 0.21% Add +1.8% 2,107 $388K
Old National Bancorp 0.01% Reduce -13.4% 2,101 $387K
J.Safra Asset Management Corp 0.02% Add +64.8% 2,099 $386K
Marble Wealth, LLC 0.05% — 2,090 $385K
International Assets Investment Management, LLC 0.03% Add +4.2% 2,085 $384K
St Germain D J Co. Inc. 0.01% No change 2,085 $384K
Rossmore Private Capital 0.03% No change 2,075 $382K
Venturi Wealth Management, LLC 0.02% Reduce -12.9% 2,069 $381K
Choate Investment Advisors 0.01% Reduce -7.5% 2,068 $381K
Rehmann Capital Advisory Group 0.02% Add +3.9% 2,039 $377K
EP Wealth Advisors, LLC 0.00% — 2,045 $376K
Two Sigma Securities, LLC 0.05% New 2,044 $376K
Bryn Mawr Trust Advisors, LLC 0.02% Add +42.9% 2,038 $375K
Norden Group LLC 0.04% Reduce -2.9% 2,036 $375K
Lighthouse Financial Services Inc. 0.09% — 2,036 $375K
AMG National Trust Bank 0.01% No change 2,018 $371K
Impact Partnership Wealth, LLC 0.05% New 2,011 $370K
Evoke Wealth, LLC 0.01% Reduce -18.2% 2,010 $370K
Wesbanco Bank Inc. 0.01% Reduce -37.3% 2,000 $368K
Corient IA LP 0.35% No change 2,000 $368K
Acima Private Wealth, LLC 0.11% No change 2,000 $368K
Appleton Partners Inc. 0.02% No change 1,986 $365K
Covenant Partners, LLC 0.11% No change 1,975 $363K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.8% 1,964 $361K
Capital Group Private Client Services, Inc. 0.01% Reduce -24.2% 1,961 $361K
MQS Management LLC 0.21% New 1,947 $358K
SageView Advisory Group, LLC 0.01% Reduce -1.7% 1,930 $355K
Severin Investments, LLC 0.31% Reduce -10.1% 1,924 $354K
DAVENPORT & Co LLC 0.00% Reduce -37.7% 1,918 $353K
Fiduciary Financial Group, LLC 0.05% Add +8.5% 1,914 $352K
Trust Co. of Toledo NA 0.03% No change 1,907 $351K
Intrust Bank NA 0.03% Reduce -3.4% 1,888 $347K
Twin Capital Management Inc. 0.04% Add +0.1% 1,857 $342K
J. Derek Lewis & Associates Inc. 0.08% — 1,853 $341K
Farringdon Capital, Ltd. 0.08% New 1,853 $341K
Clearstead Advisors, LLC 0.00% Add +9.0% 1,847 $340K
RD Lewis Holdings, Inc. 0.29% No change 1,650 $339K
Mirabella Financial Services LLP 0.03% New 1,835 $338K
Fieldview Capital Management, LLC 0.06% New 1,827 $336K
1ST Source Bank 0.02% Reduce -1.4% 1,819 $335K
Romano Brothers and Company 0.04% Reduce -10.4% 1,814 $334K
Signet Financial Management, LLC 0.04% New 1,808 $333K
Destiny Wealth Partners, LLC 0.04% No change 1,691 $332K
Composition Wealth, LLC 0.00% Add +2.5% 1,799 $331K
Fulcrum Capital LLC 0.07% No change 1,796 $331K
First Horizon Corp. 0.01% Reduce -14.7% 1,787 $329K
Koshinski Asset Management, Inc. 0.02% Add +7.9% 1,781 $328K
Ballentine Partners, LLC 0.00% Reduce -9.9% 1,768 $325K
Sterling Capital Management LLC 0.01% Add +233.0% 1,768 $325K
Cornerstone Financial Management LLC 0.30% — 1,762 $324K
Venture Visionary Partners LLC 0.01% Reduce -2.6% 1,754 $323K
Bank & Trust Co 0.23% No change 1,738 $320K
Hemenway Trust Co LLC 0.02% Reduce -1.8% 1,738 $320K
Avidian Wealth Enterprises, LLC 0.01% Add +5.5% 1,738 $320K
Beverly Hills Private Wealth, LLC 0.06% Reduce -2.0% 1,737 $320K
McDonald Partners LLC 0.10% Reduce -2.8% 1,725 $317K
RFG - Bristol Wealth Advisors, LLC 0.09% No change 1,715 $316K
Coppell Advisory Solutions LLC 0.03% Reduce -93.2% 1,706 $316K
180 Wealth Advisors, LLC 0.04% Add +0.2% 1,708 $314K
TD Private Client Wealth LLC 0.01% Reduce -3.2% 1,702 $313K
NTV Asset Management LLC 0.03% No change 1,700 $313K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.3% 1,560 $312K
Dumont & Blake Investment Advisors LLC 0.07% Reduce -7.6% 1,689 $311K
Atlanta Consulting Group Advisors, LLC 0.07% Reduce -17.5% 1,680 $309K
Perigon Wealth Management, LLC 0.01% Reduce -1.2% 1,667 $307K
Profund Advisors LLC 0.01% Reduce -11.8% 1,655 $305K
IHT Wealth Management, LLC 0.01% Add +6.0% 1,649 $304K
Embree Financial Group 0.04% Reduce -2.6% 1,637 $301K
Integrated Wealth Concepts LLC 0.00% Reduce -67.6% 1,635 $301K
Beese Fulmer Investment Management, Inc. 0.02% Add +36.0% 1,631 $300K
Focus Partners Advisor Solutions, LLC 0.00% New 1,618 $298K
Arax Advisory Partners 0.01% Reduce -78.4% 1,613 $297K
Trillium Asset Management, LLC 0.01% Reduce -15.4% 1,600 $294K
New England Research & Management, Inc. 0.13% No change 1,591 $293K
Patron Partners, LLC 0.13% Reduce -5.8% 1,570 $289K
Laffer Tengler Investments, Inc. 0.05% Add +0.1% 1,560 $287K
Parallel Advisors, LLC 0.01% Reduce -4.0% 1,551 $286K
Rwa Wealth Partners, LLC 0.00% No change 1,544 $284K
StoneX Group Inc. 0.01% Add +11.2% 1,542 $284K
Hilltop National Bank 0.07% Reduce -4.6% 1,541 $284K
Aegis Wealth Management LLC 0.16% Reduce -5.4% 1,539 $283K
Plato Investment Management Ltd 0.02% No change 1,530 $283K
Carnegie Investment Counsel 0.01% New 1,530 $282K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -97.4% 1,530 $281K
Savant Capital, LLC 0.00% Reduce -7.2% 1,522 $280K
Mainstream Capital Management LLC 0.18% Reduce -3.5% 1,507 $277K
Founders Capital Management, LLC 0.04% No change 1,500 $276K
L2 Asset Management, LLC 0.04% Add +0.3% 1,495 $275K
Stratos Wealth Partners, LTD. 0.00% Add +14.6% 1,493 $275K
Gateway Investment Advisers LLC 0.00% New 1,477 $272K
Powers Advisory Group, LLC 0.10% Add +0.4% 1,477 $272K
AA Financial Advisors, LLC 0.05% Add +6.4% 1,474 $271K
44 Wealth Management LLC 0.09% Add +0.9% 1,467 $270K
Assetmark, Inc. 0.00% Reduce -11.5% 1,449 $267K
GeoWealth Management, LLC 0.01% Reduce -8.7% 1,444 $266K
Polymer Capital Management (US) LLC 0.03% New 1,437 $264K
Wbi Investments, LLC 0.07% New 1,421 $261K
Hall Capital Management Co. Inc. 0.10% Reduce -19.6% 1,411 $260K
Kingsview Wealth Management, LLC 0.00% Add +24.8% 1,406 $259K
Texas Yale Capital Corp. 0.01% No change 1,400 $258K
OneDigital Investment Advisors LLC 0.00% Add +14.8% 1,384 $255K
Visionary Wealth Advisors 0.01% No change 1,380 $254K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $254K
Tiaa Trust, National Association 0.00% Reduce -1.6% 1,367 $252K
Hodges Capital Management Inc. 0.02% Reduce -6.8% 1,363 $251K
Silvercrest Asset Management Group LLC 0.00% No change 1,361 $250K
Atlantic Union Bankshares Corp 0.00% Reduce -4.7% 1,360 $250K
Wetzel Investment Advisors, Inc. 0.10% Reduce -0.7% 1,353 $249K
Capital Insight Partners, LLC 0.05% No change 1,349 $248K
MGB Wealth Management, LLC 0.07% Reduce -13.4% 1,338 $247K
Florida Trust Wealth Management Co 0.01% No change 1,343 $247K
CENTRAL TRUST Co 0.00% Add +0.2% 1,339 $246K
Berkshire Asset Management LLC 0.01% Reduce -31.2% 1,338 $246K
Enterprise Financial Services Corp 0.12% Add +1.6% 1,328 $244K
Glenview Trust Co 0.00% Add +1.4% 1,326 $244K
Oakworth Capital, Inc. 0.01% Add +6.3% 1,320 $243K
Patton Fund Management, Inc. 0.03% Reduce -7.6% 1,315 $242K
Brookstone Capital Management 0.00% Reduce -1.1% 1,309 $241K
Trust Asset Management LLC 0.02% Reduce -4.0% 1,307 $241K
Wedbush Securities Inc. 0.01% Add +1.3% 1,302 $240K
Viewpoint Investment Partners Corp. 0.11% New 1,300 $239K
Wealthspire Advisors, LLC 0.00% Add +173.5% 1,291 $238K
Millstone Evans Group, LLC 0.14% Add +63.6% 1,286 $237K
Insigneo Advisory Services, LLC 0.02% New 1,286 $237K
First City Capital Management, Inc. 0.12% No change 1,280 $236K
Crux Wealth Advisors 0.09% Reduce -8.1% 1,279 $235K
GW Henssler & Associates Ltd. 0.01% Add +12.7% 1,274 $234K
Cresset Asset Management, LLC 0.00% Reduce -3.1% 1,261 $232K
Valeo Financial Advisors, LLC 0.01% Add +3.1% 1,248 $230K
Diversify Advisory Services, LLC 0.01% New 1,064 $228K
Zinnia Wealth Advisory, LLC 0.25% — 1,234 $227K
MTM Investment Management, LLC 0.07% Add +0.3% 1,229 $226K
Cabot Wealth Management Inc. 0.02% No change 1,222 $225K
Phillips Wealth Planners LLC 0.18% Reduce -18.6% 1,084 $225K
Premier Path Wealth Partners, LLC 0.03% Reduce -27.3% 1,208 $222K
Adelphi Trust Co 0.18% — 1,200 $221K
Towne Trust Company, N.A 0.07% No change 1,200 $221K
GTS Securities LLC 0.01% New 1,196 $220K
Haverford Trust Co 0.00% Add +0.2% 1,175 $216K
Busey Bank 0.01% No change 1,171 $215K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.33% — 1,150 $212K
RiverFront Investment Group, LLC 0.00% New 1,147 $211K
Cary Street Partners Investment Advisory LLC 0.06% Add +4.7% 1,144 $211K
Bay Capital Advisors, LLC 0.13% No change 1,143 $210K
Trek Financial, LLC 0.01% Reduce -11.1% 1,141 $210K
SVB Wealth LLC 0.01% Reduce -17.4% 1,141 $210K
Great Valley Advisor Group, Inc. 0.00% Reduce -1.3% 1,136 $209K
Global Retirement Partners, LLC 0.00% Reduce -37.9% 1,133 $209K
Pinnacle Associates Ltd. 0.00% Add +0.2% 1,130 $208K
Woodline Partners LP 0.00% New 1,130 $208K
Golden State Wealth Management, LLC 0.02% Reduce -1.7% 1,119 $206K
Bond & Devick Financial Network, Inc. 0.06% Reduce -19.1% 1,117 $205K
Cigna Investments Inc. 0.03% No change 1,114 $205K
Panagora Asset Management Inc. 0.00% Reduce -4.0% 1,114 $205K
Oddo BHF Asset Management Sas 0.01% No change 1,104 $203K
UMB Bank, n.a. 0.00% Add +4.0% 1,103 $203K
CreativeOne Wealth, LLC 0.00% New 1,095 $202K
Advisor OS, LLC 0.02% Reduce -5.3% 1,095 $202K
Ifrah Financial Services, Inc. 0.05% Reduce -4.0% 1,094 $201K
Wedmont Private Capital 0.01% Reduce -13.8% 1,003 $200K
Simplicity Wealth,LLC 0.01% New 1,088 $200K
Ameritas Investment Partners, Inc. 0.01% No change 1,067 $196K
EverSource Wealth Advisors, LLC 0.01% Add +17.3% 1,064 $196K
Twin Tree Management, LP 0.02% New 1,063 $196K
Harbor Investment Advisory, LLC 0.01% Reduce -21.8% 1,040 $191K
Creative Financial Designs Inc. 0.01% Reduce -0.1% 1,025 $189K
Plante Moran Financial Advisors, LLC 0.01% No change 1,024 $188K
Paradigm Asset Management Co. LLC 0.04% Reduce -9.1% 1,000 $184K
Hantz Financial Services, Inc. 0.00% Reduce -48.7% 961 $177K
Chesapeake Asset Management LLC 0.15% New 961 $177K
Cullen/Frost Bankers, Inc. 0.00% Add +7.0% 950 $175K
Montag A & Associates Inc. 0.01% Reduce -5.5% 936 $172K
Deseret Mutual Benefit Administrators 0.07% No change 926 $170K
Farmers & Merchants Investments Inc. 0.00% No change 924 $170K
Ramirez Asset Management, Inc. 0.02% No change 900 $166K
Parkside Financial Bank & Trust 0.01% Add +26.4% 881 $162K
State of Wyoming 0.02% Reduce -49.5% 840 $155K
Kohmann Bosshard Financial Services, LLC 0.01% New 834 $153K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -18.3% 815 $150K
Ascentis Wealth Management, LLC 0.04% Add +53.3% 782 $144K
Missouri Trust & Investment Co 0.04% No change 765 $141K
S.A. Mason LLC 0.05% No change 750 $138K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 730 $134K
AdvisorShares Investments LLC 0.02% Reduce -19.1% 722 $133K
Private Trust Co. NA 0.01% Reduce -19.3% 715 $132K
Group One Trading LLC 0.00% Reduce -81.1% 695 $128K
Spire Wealth Management 0.00% Reduce -10.3% 694 $128K
Bayban 0.11% — 693 $128K
Pinnacle Wealth Planning Services, Inc. 0.01% New 675 $124K
Rosenberg Matthew Hamilton 0.03% No change 674 $124K
Costello Asset Management, INC 0.04% Reduce -11.8% 668 $123K
PEAK6 LLC 0.00% New 653 $120K
First Financial Corp. 0.05% No change 650 $120K
Flagship Wealth Advisors, LLC 0.03% Reduce -1.4% 638 $117K
Johnson Financial Group, Inc. 0.00% Reduce -1.2% 637 $117K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -3.2% 630 $116K
CGC Financial Services, LLC 0.03% No change 622 $114K
Cohen & Steers, Inc. 0.00% No change 600 $110K
Independence Bank of Kentucky 0.01% No change 590 $109K
First United Bank & Trust 0.03% Reduce -70.1% 545 $100K
Glass Jacobson Investment Advisors llc 0.04% New 541 $100K
Central Pacific Bank - Trust Division 0.01% No change 540 $99K
Bruce G. Allen Investments, LLC 0.07% Reduce -10.6% 538 $99K
Basecamp Wealth Advisors LLC 0.02% — 538 $99K
Los Angeles Capital Management LLC 0.00% Reduce -95.5% 537 $96K
Intesa Sanpaolo Wealth Management 0.02% — 520 $96K
Versant Capital Management, Inc 0.01% Reduce -72.9% 513 $94K
Investors Research Corp 0.02% No change 500 $92K
DV Trading LLC 0.01% — 500 $92K
Trust Co 0.01% No change 495 $91K
Avion Wealth 0.02% Reduce -0.8% 490 $90K
Fideuram Asset Management (Ireland) dac 0.01% — 456 $89K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -38.8% 479 $88K
AdvisorNet Financial, Inc 0.00% Add +2.9% 468 $86K
Wealth Preservation Advisors, LLC 0.04% No change 433 $80K
McIlrath & Eck, LLC 0.01% No change 430 $79K
Wellington Grp LLC 0.03% — 427 $79K
Crews Bank & Trust 0.01% No change 400 $74K
Riverview Trust Co 0.08% No change 380 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -1.1% 371 $68K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 355 $65K
Citizens National Bank Trust Department 0.01% No change 345 $63K
CYBER HORNET ETFs LLC 0.04% Add +6.2% 341 $63K
Dorato Capital Management 0.05% — 300 $62K
Syntax Research, Inc. 0.04% No change 337 $62K
Armstrong Advisory Group, Inc. 0.00% Reduce -7.2% 336 $62K
Root Financial Partners, LLC 0.00% Reduce -13.2% 329 $61K
Cromwell Holdings LLC 0.03% Reduce -1.8% 324 $60K
MV Capital Management, Inc. 0.01% Reduce -2.7% 323 $59K
Bogart Wealth, LLC 0.00% Add +2.9% 320 $59K
SHP Wealth Management 0.00% — 317 $58K
TCTC Holdings, LLC 0.00% No change 312 $57K
Tompkins Financial Corp. 0.00% No change 299 $55K
Bangor Savings Bank 0.00% No change 297 $55K
Sentry Investment Management LLC 0.04% No change 294 $54K
SBI Securities Co., Ltd. 0.00% Add +1.7% 292 $54K
First Community Trust NA 0.04% No change 273 $50K
Indiana Trust & Investment Management Co 0.01% Reduce -11.7% 265 $49K
Westpac Banking Corp. 0.00% No change 263 $48K
Triumph Capital Management 0.01% New 250 $46K
Carolina Wealth Advisors, LLC 0.02% Add +1.2% 249 $46K
Elevation Wealth Partners, LLC 0.02% Reduce -2.0% 242 $45K
MCF Advisors LLC 0.00% Add +44.3% 241 $44K
Garton & Associates Financial Advisors LLC 0.02% — 230 $42K
Elyxium Wealth, LLC 0.01% New 230 $42K
JFS Wealth Advisors, LLC 0.00% Add +200.0% 228 $42K
Quaker Wealth Management, LLC 0.01% Add +0.9% 225 $41K
Coastline Trust Co 0.00% Reduce -97.2% 220 $40K
Hager Investment Management Services, LLC 0.02% Reduce -86.5% 219 $40K
Flagship Harbor Advisors, LLC 0.00% New 213 $39K
Raiffeisen Bank International AG 0.00% Reduce -37.5% 205 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 205 $38K
Cape Investment Advisory, Inc. 0.01% New 200 $38K
Princeton Global Asset Management LLC 0.01% No change 200 $37K
Kimelman & Baird, LLC 0.00% No change 200 $37K
Zions Bancorporation, National Association 0.00% Add +63.3% 196 $36K
Wealth Watch Advisors, INC 0.01% Reduce -6.3% 193 $36K
Duncker Streett & Co. Inc. 0.01% No change 186 $34K
Park Place Capital Corp 0.01% No change 181 $33K
Covestor Ltd 0.02% Add +31.1% 177 $33K
Hartford Financial Management Inc. 0.01% No change 176 $32K
Centennial Bank 0.01% No change 175 $32K
Summit Securities Group LLC 0.01% Reduce -43.3% 173 $32K
WPG Advisers, LLC 0.02% Reduce -46.6% 167 $31K
Fortitude Family Office, LLC 0.01% Reduce -32.5% 164 $30K
DV Equities, LLC 0.01% — 164 $30K
BOK Financial Private Wealth, Inc. 0.00% New 155 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +926.7% 154 $28K
Union Savings Bank 0.01% — 150 $28K
ORG Partners LLC 0.00% Reduce -0.7% 146 $27K
Torren Management, LLC 0.01% — 143 $26K
Westside Investment Management, Inc. 0.00% No change 138 $26K
West Branch Capital LLC 0.01% No change 136 $25K
Smithfield Trust Co 0.00% No change 135 $25K
Quent Capital, LLC 0.00% Reduce -5.6% 135 $25K
Grove Bank & Trust 0.00% No change 133 $24K
HHM Wealth Advisors, LLC 0.00% No change 125 $23K
Thompson Investment Management, Inc. 0.00% No change 125 $23K
Hilton Head Capital Partners, LLC 0.01% — 123 $23K
Gulf International Bank (UK) Ltd 0.00% No change 118 $22K
Reflection Asset Management 0.01% — 112 $21K
GW&K Investment Management, LLC 0.00% Add +43.2% 106 $20K
SOA Wealth Advisors, LLC. 0.00% No change 107 $20K
Tradewinds Capital Management, LLC 0.00% No change 100 $18K
LRI Investments, LLC 0.00% No change 100 $18K
Leonteq Securities AG 0.00% Add +4800.0% 98 $18K
Boyd Watterson Asset Management LLC 0.01% Reduce -9.3% 97 $18K
Signature Equity Partners, LLC 0.01% — 90 $17K
Ancora Advisors LLC 0.00% New 89 $16K
Pinnacle Bancorp, Inc. 0.00% No change 88 $16K
Financial Perspectives, Inc 0.00% No change 88 $16K
True Wealth Design, LLC 0.00% Reduce -16.3% 82 $15K
ESL Trust Services, LLC 0.00% No change 81 $15K
Hughes Financial Services, LLC 0.00% Add +3.9% 81 $15K
Signature Resources Capital Management, LLC 0.01% No change 80 $15K
MidFirst Bank 0.00% — 80 $15K
Larson Financial Group LLC 0.00% Reduce -29.8% 80 $15K
Cornerstone Planning Group LLC 0.00% Add +3600.0% 74 $15K
CVA Family Office, LLC 0.00% Reduce -29.1% 78 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $14K
Sound Income Strategies, LLC 0.00% Add +16.7% 63 $14K
NBT Bank, N.A. 0.00% No change 68 $13K
Trust Co. of Vermont 0.00% Add +113.3% 64 $12K
Physician Wealth Advisors, Inc. 0.00% No change 63 $12K
Wealth Enhancement Trust Services, Inc. 0.00% — 63 $12K
Valued Wealth Advisors LLC 0.01% Reduce -4.5% 63 $12K
Activest Wealth Management 0.00% Add +14.8% 62 $11K
Caitong International Asset Management Co., Ltd 0.00% New 59 $11K
Transamerica Financial Advisors, LLC 0.00% Add +19.1% 56 $10K
FIL Ltd 0.00% No change 55 $10K
Greenline Wealth Management LLC 0.01% — 54 $10K
Wolff Wiese Magana LLC 0.01% No change 53 $10K
Prestige Wealth Management Group LLC 0.00% No change 52 $10K
SJS Investment Consulting Inc. 0.00% Add +275.0% 45 $8K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -41.8% 46 $8K
Keating Financial Advisory Services, Inc. 0.00% — 42 $8K
Anchor Investment Management, LLC 0.00% No change 42 $8K
Manchester Capital Management LLC 0.00% Add +22.6% 38 $7K
Raffa Wealth Management, LLC 0.00% Add +131.3% 37 $7K
Sunbelt Securities, Inc. 0.00% Reduce -30.2% 37 $7K
First Pacific Financial 0.00% No change 35 $6K
2UniFi Bank 0.00% No change 35 $6K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 35 $6K
Steigerwald, Gordon & Koch Inc. 0.00% No change 34 $6K
Westfuller Advisors, LLC 0.00% Add +26.9% 33 $6K
Ameriflex Group, Inc. 0.00% Reduce -82.3% 33 $6K
Meeder Asset Management Inc. 0.00% Reduce -54.3% 32 $6K
Colonial Trust Co / SC 0.00% Add +244.4% 31 $6K
BNP Paribas 0.00% Reduce -92.7% 29 $5K
Key Financial Inc 0.00% No change 28 $5K
Legacy Wealth Managment, LLC 0.00% Reduce -70.2% 28 $5K
Tsfg, LLC 0.00% No change 26 $5K
Evolution Wealth Management Inc. 0.00% New 27 $5K
Retirement Wealth Solutions LLC 0.00% No change 27 $5K
Fairman Group, LLC 0.00% New 26 $5K
Archer Investment Corp 0.00% Add +4.0% 26 $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 $4K
Bravera Wealth 0.00% — 24 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $4K
DT Investment Partners, LLC 0.00% No change 22 $4K
Darwin Wealth Management, LLC 0.00% No change 22 $4K
Rakuten Securities, Inc. 0.00% Add +29.4% 22 $4K
Murphy & Mullick Capital Management Corp 0.00% No change 21 $4K
Bernard Wealth Management Corp. 0.00% No change 20 $4K
SouthState Bank Corp 0.00% Reduce -13.0% 20 $4K
Advocate Investing Services LLC 0.00% — 20 $4K
PFS Partners, LLC 0.00% No change 19 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.0% 19 $3K
Essential Partners LLC 0.00% Reduce -94.8% 18 $3K
Abound Wealth Management 0.00% No change 18 $3K
YANKCOM Partnership 0.00% No change 17 $3K
Modus Advisors, LLC 0.00% New 17 $3K
Capital Advisors, Ltd. LLC 0.00% No change 18 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 16 $3K
CoreCap Advisors, LLC 0.00% Reduce -15.8% 16 $3K
United Financial Planning Group LLC 0.00% New 16 $3K
Rossby Financial, LCC 0.00% New 16 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Maseco LLP 0.00% New 15 $3K
Turning Point Benefit Group, Inc. 0.00% Add +200.0% 15 $3K
Keystone Financial Group, Inc. 0.00% No change 15 $3K
City State Bank 0.00% Reduce -64.3% 15 $3K
Sachetta, LLC 0.00% No change 14 $3K
Clayton Financial Group LLC 0.00% New 14 $3K
Financial Management Professionals, Inc. 0.00% No change 14 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 13 $2K
First Command Advisory Services, Inc. 0.00% New 13 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -70.0% 12 $2K
Dunhill Financial, LLC 0.00% Add +10.0% 11 $2K
Motiv8 Investments LLC 0.00% New 11 $2K
Salomon & Ludwin, LLC 0.00% Reduce -86.1% 10 $2K
Hollencrest Capital Management 0.00% No change 10 $2K
Canada Pension Plan Investment Board 0.00% Reduce -99.2% 10 $2K
Elevated Capital Advisors, LLC 0.00% New 8 $1K
HFM Investment Advisors, LLC 0.00% Add +16.7% 7 $1K
1015 Capital Partners, LLC 0.00% — 7 $1K
Atlas Capital Advisors Inc. 0.00% — 7 $1K
Investors Portfolio Services LLC 0.00% — 7 $1K
Acumen Wealth Advisors, LLC 0.00% — 6 $1K
Nemes Rush Group LLC 0.00% New 6 $1K
Penserra Capital Management LLC 0.00% No change 9 $1K
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 5 $921
Sunrise Financial Services, LLC 0.00% — 5 $920
Bell Investment Advisors, Inc 0.00% Reduce -33.3% 4 $737
Principia Wealth Advisory, LLC 0.00% Add +33.3% 4 $736
S&T Bank 0.00% Add +33.3% 4 $736
Seneschal Advisors, LLC 0.00% No change 3 $553
Laurel Wealth Advisors LLC 0.00% New 3 $553
Safe Harbor Fiduciary, LLC 0.00% — 3 $552
Optima Capital LLC 0.00% New 3 $552
American Capital Advisory, LLC 0.00% No change 2 $369
Kilter Group LLC 0.00% New 2 $369
DecisionPoint Financial, LLC 0.00% No change 2 $369
Private Wealth Management Group, LLC 0.00% No change 2 $369
Pittenger & Anderson Inc. 0.00% No change 2 $369
Private Wealth Asset Management, LLC 0.00% No change 2 $368
NorthAvenue LLC 0.00% — 1 $185
Winnacle Wealth LLC 0.00% Reduce -75.0% 1 $185
WestEnd Advisors, LLC 0.00% Reduce -66.7% 1 $184
Nvwm, LLC 0.00% No change 1 $184

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