Darden RestaurantsDRI

13F holders, Q2 2026 (June 30)
1,086holders +52
136new positions
87sold out
6famous investors
$205.92avg. 13F price*

At the end of Q2 2026, 1,086 institutions reported holding Darden Restaurants Inc. (DRI) in their 13F filings, up 52 from Q1 2026. 136 opened new positions and 87 sold out. The largest holders were Capital World Investors ($3.1B), BlackRock, Inc. ($2.0B) and Vanguard Capital Management LLC ($1.5B). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions136$285.5M
Exits87$112.3M

All 13F filers, Q1 2026 → Q2 2026: 7,743,967 shares bought and 6,462,602 shares sold, net +1,281,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,086 holders

Capital World Investors 0.37% Add +1.6% 15,169,444 $3.1B
BlackRock, Inc. 0.03% Add +1.4% 9,781,606 $2.0B
Vanguard Capital Management LLC 0.03% Reduce -0.0% 7,473,025 $1.5B
Vanguard Portfolio Management LLC 0.05% Add +0.4% 5,374,923 $1.1B
State Street Corp. 0.03% Add +2.9% 5,004,209 $1.0B
Wellington Management Group LLP 0.14% Reduce -43.3% 3,884,070 $800.2M
Charles Schwab Investment Management Inc. 0.10% Add +10.3% 3,711,214 $764.5M
Raymond James Financial Inc. 0.21% Add +3.8% 3,702,140 $762.7M
Geode Capital Management, LLC 0.04% Add +0.5% 3,460,025 $711.4M
Bank of America Corp. 0.04% Reduce -1.5% 3,163,986 $651.8M
JPMorgan Chase & Co. 0.02% Add +5.0% 2,006,758 $412.8M
Morgan Stanley 0.02% Add +5.2% 1,880,762 $387.5M
Newport Trust Company, LLC 0.87% Reduce -1.7% 1,752,479 $361.0M
Northern Trust Corp. 0.04% Reduce -1.3% 1,665,243 $343.1M
Ameriprise Financial Inc. 0.06% Reduce -3.4% 1,371,665 $282.9M
Invesco Ltd. 0.02% Reduce -26.2% 1,373,006 $282.9M
Earnest Partners LLC 1.01% Reduce -1.7% 1,364,023 $281.0M
Dimensional Fund Advisors LP 0.05% Add +5.4% 1,333,459 $274.7M
Federated Hermes, Inc. 0.34% Add +503.6% 1,163,878 $239.8M
UBS Group AG 0.04% Add +10.7% 1,067,485 $219.9M
Bahl & Gaynor LLC 0.96% Reduce -0.2% 1,007,805 $207.6M
Bank of New York Mellon Corp 0.03% Reduce -1.9% 990,725 $204.1M
Hamlin Capital Management, LLC 3.81% Reduce -3.3% 822,585 $169.5M
Goldman Sachs Group Inc. 0.02% Add +9.5% 784,641 $161.6M
AQR Capital Management 0.05% Add +21.8% 745,227 $153.0M
Arrowstreet Capital, Limited Partnership 0.07% Add +8.3% 725,742 $149.5M
Wells Fargo & Company 0.03% Add +23.9% 716,256 $147.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +14.9% 685,636 $141.2M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.8% 658,174 $135.6M
Norges Bank 0.01% — 656,068 $135.2M
Envestnet Asset Management Inc. 0.03% Add +26.5% 624,118 $128.6M
Capital International Investors 0.03% Reduce -13.4% 621,653 $128.0M
Boston Partners 0.11% Add +2.8% 609,403 $125.5M
Massachusetts Financial Services Co. 0.04% Add +1.1% 577,256 $118.9M
Legal & General Group Plc 0.02% Reduce -17.2% 576,786 $118.8M
T. Rowe Price Associates Inc. 0.01% Reduce -15.9% 552,193 $113.8M
Victory Capital Management Inc. 0.06% Reduce -5.0% 516,285 $106.4M
Sei Investments Co. 0.09% Reduce -1.2% 510,536 $105.2M
Deutsche Bank AG 0.03% Add +8.1% 501,540 $103.3M
Neuberger Berman Group LLC 0.07% Reduce -2.3% 480,911 $99.1M
Citigroup Inc. 0.04% Add +1.8% 448,401 $92.4M
Qube Research & Technologies Ltd 0.10% New 419,151 $86.3M
Nuveen, LLC 0.02% Reduce -1.8% 374,877 $77.2M
Amundi 0.02% Reduce -7.1% 365,714 $75.3M
Royal Bank of Canada 0.01% Add +29.9% 360,546 $74.3M
Two Sigma Investments, LP 0.06% Add +1220.7% 351,342 $72.4M
Woodley Farra Manion Portfolio Management Inc. 3.28% Reduce -2.5% 330,950 $68.2M
Swiss National Bank 0.03% Reduce -4.3% 323,100 $66.6M
FMR LLC 0.00% Add +86.3% 309,420 $63.7M
DekaBank Deutsche Girozentrale 0.11% No change 324,122 $63.0M
PNC Financial Services Group, Inc. 0.03% Add +415.2% 301,048 $62.0M
Toronto Dominion Bank 0.10% Add +28.4% 290,054 $59.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +8.7% 281,713 $58.0M
Manufacturers Life Insurance Company, The 0.04% Add +16.9% 259,175 $53.4M
Quantinno Capital Management LP 0.06% Add +359.6% 256,644 $52.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +1.4% 256,323 $52.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +18.8% 251,307 $51.8M
National Pension Service 0.03% Add +637.5% 249,346 $51.4M
Rhumbline Advisers 0.04% Reduce -1.4% 247,358 $51.0M
Vanguard Global Advisers, LLC 0.02% Reduce -1.8% 246,873 $50.9M
LPL Financial LLC 0.01% Add +70.9% 244,931 $50.5M
Regions Financial Corp. 0.30% Reduce -3.3% 244,340 $50.3M
J. Safra Sarasin Holding AG 0.71% Reduce -0.9% 251,657 $49.6M
Squarepoint Ops LLC 0.09% Reduce -21.8% 225,699 $46.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +14.7% 219,570 $45.2M
HSBC Holdings PLC 0.02% Reduce -34.1% 218,480 $44.9M
Great Lakes Advisors, LLC 0.34% Reduce -20.9% 215,155 $44.3M
Franklin Resources Inc. 0.01% Reduce -29.5% 214,857 $44.3M
Nomura Asset Management International Inc. 0.06% Reduce -3.5% 204,544 $42.1M
Natixis Advisors, LLC 0.05% Add +15.5% 203,938 $42.0M
Swiss Life Asset Management Ltd 0.17% Reduce -4.0% 199,600 $41.1M
Adage Capital Partners Gp, L.L.C. 0.06% Add +91.2% 197,104 $40.6M
BNP Paribas Financial Markets 0.02% Reduce -12.7% 196,752 $40.5M
California Public Employees Retirement System 0.02% Reduce -21.4% 194,885 $40.1M
Vaughan David Investments LLC 0.79% Add +5192.7% 191,806 $39.5M
Voloridge Investment Management, LLC 0.17% New 189,376 $39.0M
PFA Pension, Forsikringsaktieselskab 0.10% New 181,733 $37.4M
Barclays PLC 0.01% Reduce -30.5% 180,705 $37.2M
Cerity Partners LLC 0.04% Add +605.5% 173,936 $35.8M
Bank of Montreal 0.01% Add +18.1% 171,397 $35.3M
Capital International, Inc. 0.25% Add +1.4% 171,083 $35.2M
California State Teachers Retirement System 0.03% Add +22.4% 170,562 $35.1M
Jones Financial Companies LLLP 0.01% Add +13.3% 158,347 $33.8M
AEGON ASSET MANAGEMENT UK Plc 0.36% Reduce -0.8% 163,834 $33.8M
Clear Trail Advisors, LLC 5.07% Add +0.4% 161,294 $33.2M
GW&K Investment Management, LLC 0.26% Add +139207.9% 158,811 $32.7M
Eurizon Capital SGR S.p.A. 0.08% Reduce -10.2% 144,029 $29.7M
New York State Common Retirement Fund 0.04% Reduce -6.0% 141,574 $29.2M
US Bancorp \de 0.03% Reduce -0.5% 139,324 $28.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -2.3% 138,857 $28.6M
Principal Financial Group Inc. 0.01% Reduce -5.2% 131,753 $27.1M
Alps Advisors Inc. 0.13% Reduce -1.4% 130,801 $26.9M
TD Asset Management Inc 0.02% Reduce -6.2% 128,379 $26.4M
Willis Investment Counsel 1.20% Reduce -0.2% 122,400 $25.2M
Stifel Financial Corp. 0.02% Add +27.0% 122,182 $25.2M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +17.3% 121,383 $25.0M
Russell Investments Group, Ltd. 0.02% Add +16.0% 119,172 $24.6M
Alliancebernstein L.P. 0.01% Reduce -0.8% 123,697 $24.2M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +1436.4% 111,161 $22.9M
Mizuho Markets Americas LLC 0.41% No change 110,487 $22.8M
Valley Wealth Managers, Inc. 1.25% Add +2.3% 105,180 $21.7M
HRT Financial LP 0.04% Reduce -51.8% 103,564 $21.3M
New York State Teachers Retirement System 0.04% Reduce -12.0% 102,246 $21.1M
Public Employees Retirement Association of Colorado 0.07% Reduce -13.8% 101,430 $20.9M
Aviva PLC 0.03% Reduce -0.4% 100,479 $20.7M
Trexquant Investment LP 0.13% Reduce -45.7% 99,557 $20.5M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.1% 96,145 $19.8M
CANADA LIFE ASSURANCE Co 0.03% Reduce -0.2% 93,924 $19.3M
Steward Partners Investment Advisory, LLC 0.10% Add +1.1% 91,590 $18.9M
Applied Finance Capital Management, LLC 1.39% Reduce -18.6% 90,811 $18.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.7% 90,003 $18.5M
American Century Companies Inc. 0.01% Add +8.6% 87,563 $18.0M
Truist Financial Corp. 0.02% Add +26.1% 85,277 $17.6M
Guardian Capital LP 0.42% Add +4.9% 84,820 $17.5M
Moran Wealth Management, LLC 0.47% New 83,994 $17.3M
Credit Agricole S A 0.04% Add +2.8% 81,007 $16.7M
Cetera Investment Advisers 0.01% Add +13.6% 80,025 $16.5M
Worldquant Millennium Advisors LLC 0.06% New 78,926 $16.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Reduce -8.4% 76,519 $15.8M
Bank of Nova Scotia 0.02% Add +12.9% 75,113 $15.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -1.4% 74,848 $15.4M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +166.4% 74,608 $15.4M
SG Americas Securities, LLC 0.01% Reduce -26.1% 73,161 $15.1M
Aberdeen Group plc 0.02% Add +8.3% 72,572 $15.0M
Pinnacle Financial Partners, Inc. 0.10% Reduce -0.2% 72,147 $14.9M
First Trust Advisors LP 0.01% Reduce -7.9% 69,803 $14.4M
Flputnam Investment Management Co. 0.17% Reduce -3.7% 69,679 $14.4M
Danske Bank A/S 0.03% Add +7.5% 69,140 $14.2M
ExodusPoint Capital Management, LP 0.13% Add +662.8% 67,975 $14.0M
Nordea Investment Management AB 0.01% Add +0.5% 67,168 $13.8M
Mgo One Seven LLC 0.22% Add +103.3% 64,660 $13.3M
NewEdge Advisors, LLC 0.04% Add +8.2% 64,278 $13.2M
Cidel Asset Management Inc. 0.64% Add +57.7% 64,239 $13.2M
Jupiter Topco LLC 0.01% — 64,165 $13.2M
Swedbank AB 0.01% Add +1.8% 63,410 $13.1M
Pictet Asset Management Holding SA 0.01% Reduce -3.0% 61,912 $12.8M
State of Wisconsin Investment Board 0.03% Reduce -0.7% 61,218 $12.6M
Fifth Third Bancorp 0.02% Add +15.7% 60,320 $12.4M
Susquehanna International Group, LLP 0.01% Reduce -7.0% 59,971 $12.4M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +58.3% 59,843 $12.3M
Integrity Alliance, Llc. 0.39% Reduce -0.0% 59,750 $12.3M
Royal London Asset Management Ltd. 0.02% Add +0.3% 59,402 $12.2M
Gotham Asset Management 0.03% Add +21.3% 57,695 $11.9M
Allianz Asset Management GmbH 0.01% Reduce -1.7% 56,181 $11.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.4% 56,123 $11.6M
Running Oak Capital LLC 1.92% Reduce -22.1% 54,634 $11.3M
Vanguard Investments Australia, Ltd. 0.03% Add +2.3% 54,541 $11.2M
Prudential Financial Inc. 0.01% Reduce -1.0% 52,481 $10.8M
National Bank of Canada 0.01% Add +90.8% 52,114 $10.7M
Citadel Advisors 0.01% Reduce -30.5% 51,830 $10.7M
VestGen Advisors, LLC 0.31% Reduce -0.2% 51,004 $10.5M
Covington Investment Advisors Inc. 1.35% Add +0.6% 50,700 $10.4M
Strategic Wealth Partners, Ltd. 0.64% Add +12.1% 50,307 $10.4M
Janney Montgomery Scott LLC 0.02% New 49,834 $10.3M
Calamos Advisors LLC 0.05% Reduce -1.8% 49,747 $10.2M
MML Investors Services, LLC 0.02% Add +84.7% 49,479 $10.2M
QV Investors Inc. 0.78% Reduce -2.7% 49,472 $10.2M
Focus Partners Wealth 0.01% Add +16.1% 49,452 $10.2M
Asset Management One Co., Ltd. 0.03% Reduce -9.9% 49,333 $10.2M
Treasurer of the State of North Carolina 0.03% Reduce -0.9% 48,753 $10.0M
Commerce Bank 0.04% Reduce -1.7% 48,511 $10.0M
Korea Investment CORP 0.02% Add +21.7% 48,267 $9.9M
QRG Capital Management, Inc. 0.08% Add +881.2% 47,136 $9.7M
Creative Planning 0.01% Add +8.6% 45,924 $9.5M
Tredje AP-fonden 0.04% Reduce -4.7% 45,899 $9.5M
Williams Jones Wealth Management, LLC. 0.11% Reduce -0.0% 45,695 $9.4M
Nykredit A/S 0.04% — 44,983 $9.3M
Stephens Inc. 0.10% Add +3.5% 43,933 $9.1M
KLP Kapitalforvaltning As 0.03% Add +4.7% 44,200 $9.1M
Wilmington Savings Fund Society, FSB 0.20% Reduce -3.9% 44,066 $9.1M
Arkadios Wealth Advisors 0.14% Add +10.7% 43,419 $8.9M
Millennium Management 0.01% Reduce -72.1% 43,284 $8.9M
World Investment Advisors 0.15% Add +0.1% 45,194 $8.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -14.1% 42,603 $8.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +44.3% 42,208 $8.7M
XTX Topco Ltd 0.11% Add +855.7% 41,619 $8.6M
Mariner, LLC 0.01% Reduce -5.5% 41,292 $8.5M
Osaic Holdings, Inc. 0.01% Add +5.3% 41,079 $8.5M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.2% 40,968 $8.4M
Beacon Investment Advisory Services, Inc. 0.31% Reduce -5.1% 40,683 $8.4M
Concurrent Investment Advisors, LLC 0.07% Add +163.2% 39,883 $8.2M
CIBC Bancorp USA Inc. 0.01% Reduce -27.3% 39,492 $8.1M
PDT Partners, LLC 0.43% Add +357.5% 39,355 $8.1M
Sienna Gestion 0.47% Reduce -5.8% 38,799 $8.1M
Geneos Wealth Management Inc. 0.16% Reduce -8.0% 37,736 $7.8M
&partners 0.03% Add +16.0% 37,412 $7.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.1% 36,602 $7.5M
Nisa Investment Advisors, LLC 0.02% Reduce -4.7% 36,510 $7.5M
CIBC Asset Management Inc 0.02% Add +21.0% 36,021 $7.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -48.5% 40,450 $7.4M
Royal Fund Management, LLC 0.61% Add +3.9% 35,624 $7.3M
Westport Asset Management Inc. 2.94% No change 35,000 $7.2M
Ellsworth Advisors, LLC 1.17% Add +3.7% 36,446 $7.1M
M&T Bank Corp 0.02% Add +0.5% 34,524 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -1.9% 34,490 $7.1M
Resona Asset Management Co.,Ltd. 0.03% Reduce -7.4% 34,335 $7.1M
Cibc World Market Inc. 0.01% Add +6.1% 33,997 $7.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -10.6% 33,994 $7.0M
Arizona State Retirement System 0.03% Add +5.0% 32,839 $6.8M
Public Employees Retirement System of Ohio 0.02% Reduce -2.5% 32,631 $6.7M
Czech National Bank 0.04% Add +4.0% 32,601 $6.7M
State of Tennessee, Department of Treasury 0.02% Reduce -0.4% 31,880 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -2.0% 31,456 $6.5M
Sanctuary Advisors, LLC 0.03% Add +7.8% 31,360 $6.5M
Emerald Investment Advisers, LLC 0.43% Add +38.8% 31,182 $6.4M
Verition Fund Management LLC 0.05% Add +26.6% 31,122 $6.4M
Assenagon Asset Management S.A. 0.01% Reduce -0.4% 30,944 $6.4M
Havemeyer Place LP 0.63% New 30,921 $6.4M
MetLife Investment Management, LLC 0.03% Reduce -3.5% 30,696 $6.3M
Lazard Asset Management LLC 0.01% Add +29.1% 30,495 $6.3M
Ethic Inc. 0.08% Add +29.8% 30,404 $6.3M
Mercer Global Advisors Inc. 0.01% Add +32.4% 29,862 $6.2M
Xponance LLC 0.04% Reduce -1.1% 29,716 $6.1M
State of Michigan Retirement System 0.03% Reduce -2.7% 29,312 $6.0M
Capital Investment Counsel, LLC 0.74% Add +1.7% 28,938 $6.0M
Liberty One Investment Management, LLC 0.60% New 28,934 $6.0M
Skba Capital Management LLC 0.96% Reduce -23.3% 28,315 $5.8M
First Financial Bank - Trust Division 0.41% Add +3.7% 27,553 $5.7M
Patton Albertson Miller Group, LLC 0.56% Add +0.8% 27,304 $5.6M
Harrell Investment Partners, LLC 1.21% Add +0.9% 27,125 $5.6M
Virginia Wealth Management Group, Inc. 2.96% Add +0.8% 27,085 $5.6M
Agf Management Ltd. 0.02% Reduce -3.6% 26,571 $5.5M
Tidal Investments LLC 0.01% Add +34.9% 26,408 $5.4M
Brevan Howard Capital Management LP 0.08% Add +420.4% 25,958 $5.3M
Silvant Capital Management LLC 0.16% Reduce -0.7% 25,938 $5.3M
Captrust Financial Advisors 0.01% Add +11.0% 25,708 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -5.7% 25,298 $5.2M
Voya Investment Management LLC 0.01% Reduce -54.1% 25,010 $5.2M
DNB Asset Management AS 0.01% Reduce -59.5% 24,922 $5.1M
Zacks Investment Management 0.04% Add +5.2% 24,750 $5.1M
Tulsa Wealth Advisors, INC 0.71% Add +2.8% 24,627 $5.1M
Natixis 0.02% Add +21.7% 24,575 $5.1M
Marks Group Wealth Management, Inc 0.43% Reduce -31.3% 24,081 $5.0M
Retirement Systems of Alabama 0.01% Reduce -1.6% 24,060 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +13.9% 23,746 $4.9M
Cohen Capital Management, Inc. 0.66% Reduce -0.1% 23,572 $4.9M
Levin Capital Strategies, L.P. 0.33% Reduce -23.8% 23,558 $4.9M
IFM Investors Pty Ltd 0.03% Add +14.0% 23,504 $4.8M
Amalgamated Bank 0.03% Reduce -4.4% 23,356 $4.8M
Corient Private Wealth LP 0.01% Reduce -2.2% 23,171 $4.8M
SEB Asset Management AB 0.02% Add +1.0% 23,098 $4.8M
Motco 0.41% Reduce -1.6% 23,094 $4.8M
SCS Capital Management LLC 0.04% Add +3.8% 22,798 $4.7M
Advisory Services Network, LLC 0.05% Add +9.4% 21,988 $4.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.2% 21,909 $4.5M
Dark Forest Capital Management LP 0.29% New 21,768 $4.5M
USS Investment Management Ltd 0.02% No change 21,460 $4.4M
Daiwa Securities Group Inc. 0.01% Add +6.0% 21,373 $4.4M
Oppenheimer Asset Management Inc. 0.05% Reduce -0.4% 21,371 $4.4M
Advisors Asset Management, Inc. 0.07% Add +32.5% 21,221 $4.4M
Atria Investments, Inc 0.04% Add +32.0% 21,004 $4.3M
Fulton Bank, N.A. 0.13% Add +20.6% 20,886 $4.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +11.3% 20,730 $4.3M
Ensign Peak Advisors, Inc 0.01% Add +9.4% 20,172 $4.2M
Pathstone Holdings, LLC 0.01% Reduce -1.0% 19,937 $4.1M
Storebrand Asset Management As 0.01% No change 19,978 $4.1M
Aquatic Capital Management LLC 0.14% Add +88.8% 19,917 $4.1M
Van Eck Associates Corp. 0.00% Reduce -9.9% 19,795 $4.1M
Vista Investment Partners LLC 1.03% Reduce -2.0% 19,768 $4.1M
Edgestream Partners, L.P. 0.12% Add +0.8% 19,647 $4.0M
Dynamic Advisor Solutions LLC 0.12% Add +5.7% 19,630 $4.0M
Morton Community Bank 0.81% New 19,395 $4.0M
Siemens Fonds Invest GmbH 0.20% No change 19,373 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.8% 18,969 $3.9M
Caliber Wealth Management, LLC / KS 0.38% Add +5.1% 18,921 $3.9M
Rakuten Investment Management, Inc. 0.01% Add +9.6% 18,733 $3.9M
KBC Group NV 0.01% Add +7.6% 18,545 $3.8M
Public Sector Pension Investment Board 0.01% Reduce -0.1% 18,526 $3.8M
ProShare Advisors LLC 0.01% Add +3.3% 18,470 $3.8M
Ieq Capital, LLC 0.02% Add +174.7% 18,351 $3.8M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +7.5% 18,134 $3.7M
NEOS Investment Management LLC 0.01% Add +6.3% 17,810 $3.7M
Keybank National Association 0.01% Add +5.2% 17,751 $3.7M
Benjamin Edwards Inc. 0.03% Add +28.1% 17,564 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.5% 17,420 $3.6M
Utah Retirement Systems 0.03% Reduce -7.0% 17,378 $3.6M
Macquarie Group Ltd. 0.02% Add +9.6% 17,403 $3.6M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.2% 17,293 $3.6M
Wealthfront Advisers LLC 0.01% Add +79.3% 17,097 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +7.0% 16,975 $3.5M
SteelPeak Wealth, LLC 0.09% New 16,938 $3.5M
Decatur Capital Management, Inc. 1.18% Add +0.0% 16,917 $3.5M
Baldwin Investment Management, LLC 0.34% Add +41.1% 16,895 $3.5M
Jefferies Financial Group Inc. 0.03% New 16,750 $3.5M
HighTower Advisors, LLC 0.00% Reduce -8.9% 16,748 $3.5M
Blue Trust, Inc. 0.04% Reduce -1.2% 16,722 $3.4M
Comprehensive Financial Consultants Institutional, Inc. 0.91% Add +5.0% 16,673 $3.4M
Peddock Capital Advisors, LLC 0.68% Reduce -0.8% 16,591 $3.4M
Rodgers Brothers Inc. 0.33% No change 16,487 $3.4M
TD Waterhouse Canada Inc. 0.01% Add +1.7% 16,666 $3.4M
Empowered Funds, LLC 0.02% Add +26.0% 16,082 $3.3M
Sterling Capital Management LLC 0.06% Reduce -1.2% 16,081 $3.3M
O'shaughnessy Asset Management, LLC 0.02% Reduce -18.4% 16,047 $3.3M
J.W. Cole Advisors, Inc. 0.06% New 16,005 $3.3M
New York Life Investment Management LLC 0.02% Reduce -0.3% 15,990 $3.3M
United Capital Financial Advisors, LLC 0.02% Reduce -0.5% 15,921 $3.3M
Quadrature Capital Ltd 0.03% Add +799.3% 15,827 $3.3M
Aptus Capital Advisors, LLC 0.02% Add +6.3% 15,821 $3.3M
Nissay Asset Management Corp. /Japan 0.01% Add +4.4% 15,648 $3.2M
Fruth Investment Management 0.76% Reduce -0.3% 15,550 $3.2M
Ceeto Capital Group, LLC 0.86% No change 15,500 $3.2M
SevenBridge Financial Group, LLC 0.47% Add +7.1% 14,936 $3.2M
Choreo, LLC 0.03% Add +5.9% 15,030 $3.1M
Adell Harriman & Carpenter Inc. 0.16% Add +3.6% 14,910 $3.1M
Atlantic Edge Private Wealth Management, LLC 0.63% Add +2.0% 14,848 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 14,745 $3.0M
Allstate Corp. 0.03% Add +2.5% 14,746 $3.0M
Scissortail Wealth Management, LLC 0.58% Add +2.3% 14,624 $3.0M
Huntington National Bank 0.02% Reduce -0.3% 14,516 $3.0M
Campbell & CO Investment Adviser LLC 0.16% Add +681.5% 14,512 $3.0M
Vident Advisory, LLC 0.02% Add +6.4% 14,441 $3.0M
Horizon Investments, LLC 0.03% Add +4.2% 14,525 $3.0M
Oregon Public Employees Retirement Fund 0.03% Add +6.6% 14,091 $2.9M
Generali Asset Management SPA SGR 0.05% Reduce -6.7% 13,891 $2.9M
Plimoth Trust Co. LLC 0.57% Add +1.3% 13,857 $2.9M
Employees Retirement System of Texas 0.03% Add +756.5% 13,499 $2.8M
Meridian Wealth Management, LLC 0.09% Add +2.0% 13,348 $2.7M
Mackenzie Financial Corp. 0.00% Reduce -14.6% 13,269 $2.7M
Capital Analysts, LLC 0.06% Reduce -0.2% 13,215 $2.7M
Zurich Insurance Group Ltd 0.02% No change 13,160 $2.7M
Knights of Columbus Asset Advisors LLC 0.14% Reduce -57.1% 13,086 $2.7M
Beacon Pointe Advisors, LLC 0.01% Add +1.2% 13,005 $2.7M
UniSuper Management Pty Ltd 0.01% Reduce -2.6% 12,761 $2.6M
OP Asset Management Ltd 0.03% Add +3.7% 12,716 $2.6M
Hennessy Advisors Inc. 0.08% Reduce -2.3% 12,600 $2.6M
Baird Financial Group, Inc. 0.00% Add +11.3% 12,424 $2.6M
Cullen Investment Group, LTD. 0.31% Reduce -17.5% 12,336 $2.5M
Vista Investment Partners Ii, LLC 1.00% Add +0.6% 12,324 $2.5M
Genus Capital Management Inc. 0.25% Reduce -53.8% 12,306 $2.5M
SWP Investment Management LLC 1.75% Add +3.9% 12,288 $2.5M
Neo Ivy Capital Management 0.58% New 12,272 $2.5M
Americana Partners, LLC 0.06% Reduce -4.4% 12,263 $2.5M
Zions Bancorporation, National Association 0.15% Add +5660.4% 12,212 $2.5M
Sowell Financial Services LLC 0.08% Add +5.0% 12,178 $2.5M
Marco Investment Management LLC 0.16% Add +1.8% 11,940 $2.5M
Mutual of America Capital Management LLC 0.02% Reduce -3.3% 11,840 $2.4M
Peterson Wealth Services 0.53% Add +4.2% 11,764 $2.4M
DAVENPORT & Co LLC 0.01% Add +537.7% 11,594 $2.4M
Icon Wealth Advisors, LLC 0.14% Reduce -0.4% 11,586 $2.4M
Mystic Asset Management, Inc. 0.51% Reduce -0.3% 11,522 $2.4M
Phoenix Wealth Advisors 0.79% Reduce -2.4% 11,420 $2.4M
Jacobi Capital Management LLC 0.11% Add +2.8% 11,399 $2.3M
Simplicity Wealth,LLC 0.08% New 11,304 $2.3M
Park Avenue Securities LLC 0.01% New 11,234 $2.3M
State of Alaska, Department of Revenue 0.02% Reduce -1.8% 11,223 $2.3M
MAI Capital Management 0.01% Add +24.9% 11,205 $2.3M
First Business Financial Services, Inc. 0.18% Add +3.9% 11,096 $2.3M
Fulcrum Asset Management LLP 0.23% New 11,079 $2.3M
Valley National Advisers Inc. 0.25% Reduce -1.3% 11,061 $2.3M
TD Private Client Wealth LLC 0.04% Add +540.2% 10,852 $2.2M
Abn Amro Investment Solutions 0.02% Add +57.0% 10,829 $2.2M
Midwest Trust Co 0.03% Reduce -0.7% 10,818 $2.2M
Carolina Wealth Advisors, LLC 0.87% Reduce -1.1% 10,721 $2.2M
Fieldview Capital Management, LLC 0.63% Add +328.7% 10,674 $2.2M
Alerus Financial NA 0.10% Add +101.7% 10,674 $2.2M
Rafferty Asset Management, LLC 0.01% Add +45.9% 10,572 $2.2M
Beacon Investment Advisors LLC 0.67% Add +0.4% 10,347 $2.1M
Voleon Capital Management LP 0.04% Add +323.7% 10,262 $2.1M
Vestmark Advisory Solutions, Inc. 0.02% Add +22.4% 10,254 $2.1M
Fideuram Asset Management (Ireland) dac 0.04% Add +867.8% 10,104 $2.1M
Glenmede Trust Co. NA 0.01% Add +2.1% 10,132 $2.1M
Bragg Financial Advisors, Inc 0.06% Reduce -2.1% 10,103 $2.1M
McMillan Office, Inc. 0.23% No change 9,880 $2.0M
Sagespring Wealth Partners, LLC 0.03% Add +4.5% 9,875 $2.0M
Schroder Investment Management Group 0.00% Reduce -20.8% 9,862 $2.0M
Winthrop Partners - WNY, LLC 0.99% Add +0.8% 9,743 $2.0M
Graham Capital Management, L.P. 0.08% Reduce -60.3% 9,635 $2.0M
Citizens Financial Group Inc. 0.02% Add +20.4% 9,618 $2.0M
F/m Investments LLC 0.10% Add +47.4% 9,615 $2.0M
Anchor Bay Capital, Inc. 1.06% — 8,975 $2.0M
Entropy Technologies, LP 0.08% New 9,477 $2.0M
Kestra Advisory Services, LLC 0.01% Add +19.6% 9,400 $1.9M
Arax Advisory Partners 0.01% Add +728.6% 9,289 $1.9M
Jump Financial, LLC 0.02% Add +285.2% 9,218 $1.9M
Harbour Investments, Inc. 0.03% Add +140.4% 9,215 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 9,202 $1.9M
Vise Technologies, Inc. 0.02% Add +171.6% 9,112 $1.9M
Mizuho Securities USA LLC 0.03% Add +28.8% 8,967 $1.8M
Oppenheimer & Co. Inc. 0.02% Reduce -4.7% 8,824 $1.8M
TMB Capital Partners, LLC 0.56% Reduce -1.0% 8,787 $1.8M
Ruffer LLP 0.06% Reduce -2.3% 8,776 $1.8M
Agp Franklin, LLC 0.78% Reduce -1.4% 8,736 $1.8M
Aviso Financial Inc. 0.06% Add +4.3% 8,724 $1.8M
Summit Trail Advisors, LLC 0.02% Reduce -7.1% 8,712 $1.8M
Precedent Wealth Partners, LLC 0.30% New 8,706 $1.8M
Canandaigua National Bank & Trust Co. 0.15% — 8,640 $1.8M
Lido Advisors, LLC 0.01% Add +9.8% 8,607 $1.8M
Pacer Advisors, Inc. 0.00% Add +41.3% 8,597 $1.8M
Commonwealth Retirement Investments LLC 0.48% Add +7.6% 8,548 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Add +47.0% 8,469 $1.7M
Tectonic Advisors LLC 0.08% Add +0.2% 8,258 $1.7M
Family Legacy, Inc. 0.45% Add +1.4% 8,133 $1.7M
Kingswood Wealth Advisors, LLC 0.07% Reduce -0.5% 8,116 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -5.7% 8,062 $1.7M
Groupama Asset Managment 0.02% No change 7,859 $1.6M
Magnolia Capital Advisors LLC 0.28% Reduce -1.5% 7,844 $1.6M
CI Investments Inc. 0.01% Add +45.1% 7,838 $1.6M
Clearbridge Investments, LLC 0.00% No change 7,837 $1.6M
Blair William & Co. 0.00% Reduce -2.6% 7,773 $1.6M
OmniStar Financial Group, Inc. 0.73% Add +8.4% 7,701 $1.6M
Exchange Traded Concepts, LLC 0.01% Add +51.4% 7,654 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.6% 7,647 $1.6M
NewEdge Wealth, LLC 0.02% Add +0.4% 7,535 $1.6M
Jane Street Group, LLC 0.00% Reduce -98.0% 7,512 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% Add +5.1% 7,495 $1.5M
Snowden Capital Advisors LLC 0.04% Add +11.6% 7,458 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -10.9% 7,343 $1.5M
Kentucky Retirement Systems 0.04% Reduce -32.7% 7,257 $1.5M
Burney Co./ 0.04% Add +18.4% 7,245 $1.5M
Sierra Summit Advisors LLC 0.17% Add +4.0% 7,232 $1.5M
Level Four Advisory Services, LLC 0.04% Add +4.3% 7,220 $1.5M
HB Wealth Management, LLC 0.01% Add +10.7% 7,172 $1.5M
Norinchukin Bank, The 0.01% Reduce -0.1% 7,161 $1.5M
Federation des caisses Desjardins du Quebec 0.00% Add +39.1% 7,140 $1.5M
Bessemer Group Inc. 0.00% Add +10.8% 7,146 $1.5M
Affinity Investment Advisors, LLC 0.74% Reduce -0.3% 7,120 $1.5M
Assetmark, Inc. 0.00% Add +400.9% 7,077 $1.5M
Capital Management Associates, Inc 0.29% Reduce -0.2% 7,058 $1.5M
Bokf, NA 0.02% Add +1.7% 6,915 $1.4M
Chicago Partners Investment Group LLC 0.03% Add +35.1% 7,270 $1.4M
Brian Low Financial Group, LLC 0.82% Add +24.3% 6,849 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -74.9% 6,815 $1.4M
Bridgewater Associates 0.01% Reduce -9.7% 6,765 $1.4M
Simmons Bank 0.08% Reduce -4.9% 6,751 $1.4M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.0% 6,649 $1.4M
WINTON GROUP Ltd 0.04% New 6,578 $1.4M
ASR Vermogensbeheer N.V. 0.01% Reduce -64.0% 6,576 $1.4M
Capital International Sarl 0.02% No change 6,560 $1.4M
Walleye Trading LLC 0.02% Add +127.9% 6,535 $1.3M
GAMMA Investing LLC 0.05% Add +8.5% 6,476 $1.3M
First Manhattan Co. Llc. 0.00% Add +11.7% 6,424 $1.3M
LMG Wealth Partners, LLC 0.21% Add +5.4% 6,411 $1.3M
Thrivent Financial for Lutherans 0.00% Add +10.7% 6,407 $1.3M
Greatmark Investment Partners, Inc. 0.14% No change 6,372 $1.3M
Hartford Investment Management Co. 0.04% Reduce -3.9% 6,324 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +110.2% 6,275 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +12.3% 6,254 $1.3M
Balyasny Asset Management L.P. 0.00% Add +256.3% 6,125 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +118.1% 6,122 $1.3M
Arwa LLC 0.52% Add +2.7% 6,260 $1.3M
Sfmg, LLC 0.08% Reduce -2.2% 6,088 $1.3M
Intech Investment Management LLC 0.01% Add +16.6% 6,037 $1.2M
Maryland State Retirement & Pension System 0.02% Add +5.4% 5,986 $1.2M
Aster Capital Management (DIFC) Ltd 0.26% New 5,955 $1.2M
United Community Bank 0.38% Add +0.1% 5,913 $1.2M
Louisiana State Employees Retirement System 0.02% No change 5,900 $1.2M
Rothschild Investment LLC 0.05% Add +20.8% 5,890 $1.2M
South Dakota Investment Council 0.02% No change 5,872 $1.2M
Moody National Bank Trust Division 0.10% Add +1.1% 5,789 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -60.3% 5,776 $1.2M
New Mexico Educational Retirement Board 0.03% Add +5.6% 5,676 $1.2M
SFE Investment Counsel 0.16% Reduce -2.1% 5,665 $1.2M
Lee Financial Co 0.15% New 5,644 $1.2M
Elevation Point Wealth Partners, LLC 0.02% Add +65.7% 5,611 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -1.2% 5,572 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +19.2% 5,567 $1.1M
Nomura Holdings Inc. 0.00% New 5,563 $1.1M
Congress Asset Management Co. 0.01% Reduce -0.7% 5,510 $1.1M
Occudo Quantitative Strategies LP 0.06% New 5,485 $1.1M
Everstar Asset Management, LLC 0.54% Add +1.8% 5,468 $1.1M
Alethea Capital Management, LLC 0.46% New 5,424 $1.1M
Candriam S.C.A. 0.01% No change 5,354 $1.1M
Merit Financial Group, LLC 0.01% Add +25.8% 5,337 $1.1M
Concord Wealth Partners 0.13% Reduce -0.5% 5,299 $1.1M
Concord Asset Management, LLC 0.17% Reduce -0.9% 5,255 $1.1M
EP Wealth Advisors, LLC 0.00% Add +92.0% 5,168 $1.1M
AE Wealth Management LLC 0.00% Add +45.6% 5,044 $1.0M
James Investment Research, Inc. 0.11% Reduce -1.0% 5,042 $1.0M
IFP Advisors, Inc 0.02% Add +8.5% 5,001 $1.0M
Invera Wealth Advisors, LLC 0.55% Reduce -4.4% 4,989 $1.0M
Capstone Financial Advisors, Inc. 0.05% Add +0.0% 4,983 $1.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.03% Reduce -13.6% 4,983 $1.0M
Banque Cantonale Vaudoise 0.04% Reduce -5.4% 4,954 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.2% 4,987 $1.0M
Torrey Growth & Income Advisors 0.34% No change 4,905 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.03% Add +1.8% 4,870 $1.0M
Fiduciary Trust Co 0.01% New 4,868 $1.0M
Atom Investors LP 0.09% New 4,845 $998K
Callan Family Office, LLC 0.02% Add +4.1% 4,840 $997K
Saxon Interests, Inc. 0.27% Reduce -1.5% 4,818 $993K
Lauterbach Financial Advisors, LLC 0.43% No change 4,800 $989K
Waverly Advisors, LLC 0.01% Reduce -21.2% 4,761 $981K
Virtu Financial LLC 0.03% New 4,675 $963K
Pinebridge Investments LLC 0.01% New 4,663 $961K
Eagle Harbor Asset Management Inc. 0.75% Add +0.7% 4,608 $949K
Wealth Alliance, LLC 0.08% Add +115.1% 4,599 $947K
Frank, Rimerman Advisors LLC 0.05% Add +0.3% 4,580 $944K
Stonebrook Private Inc. 0.17% Reduce -3.8% 4,571 $942K
Ascent Group, LLC 0.03% Reduce -2.1% 4,556 $939K
Allworth Financial LP 0.00% Add +2.9% 4,545 $936K
Dynamic Technology Lab Private Ltd 0.21% Reduce -47.6% 4,519 $931K
MUFG Securities EMEA plc 0.01% Reduce -4.5% 4,509 $929K
Searle & Co. 0.21% No change 4,500 $927K
Nicholas Investment Partners, LP 0.06% Add +10.2% 4,482 $923K
Empirical Finance, LLC 0.04% Add +3.0% 4,336 $893K
Apollon Wealth Management, LLC 0.01% Add +15.4% 4,306 $887K
Smartleaf Asset Management LLC 0.03% No change 4,303 $885K
Lee Danner & Bass Inc. 0.05% Add +0.2% 4,248 $875K
NorthCrest Asset Manangement, LLC 0.02% Add +19.9% 4,334 $875K
Syon Capital LLC 0.04% Add +72.1% 4,236 $873K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.2% 4,171 $859K
Tower Research Capital LLC (TRC) 0.02% Add +30.2% 4,152 $855K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.5% 4,103 $845K
Checchi Capital Advisers, LLC 0.05% Reduce -0.9% 4,095 $844K
Kiker Wealth Management, LLC 0.32% Add +7.9% 4,038 $832K
Lanark Financial, Inc. 0.06% Add +1.1% 4,030 $830K
HM Payson & Co. 0.01% Reduce -62.5% 4,012 $827K
Vontobel Holding Ltd. 0.00% Reduce -2.8% 3,999 $824K
Magnetar Financial LLC 0.01% New 3,993 $823K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.7% 3,986 $821K
Portfolio Design Labs, LLC 0.13% Reduce -2.0% 3,962 $816K
ZWJ Investment Counsel Inc. 0.03% Add +46.7% 3,960 $816K
New Age Alpha Advisors, LLC 0.03% Reduce -81.7% 3,871 $797K
Raleigh Capital Management Inc. 0.25% Add +126500.0% 3,798 $782K
Sheets Smith Wealth Management 0.08% Reduce -11.7% 3,781 $779K
Commerzbank Aktiengesellschaft 0.02% New 3,759 $774K
Martingale Asset Management L P 0.02% Reduce -11.8% 3,745 $772K
Pinnacle West Asset Management, Inc. 0.53% Add +0.1% 3,739 $770K
OpenArc Corporate Advisory, LLC 0.01% Reduce -5.8% 3,695 $761K
Kepler Cheuvreux (Suisse) SA 0.04% No change 3,688 $760K
Principal Securities, Inc. 0.01% Add +29.7% 3,673 $757K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 3,672 $756K
Advocate Group LLC 0.11% No change 3,652 $752K
Eastern Bank 0.01% Reduce -3.2% 3,616 $745K
SS&H Financial Advisors, Inc. 0.19% — 3,600 $742K
Evergreen Capital Management LLC 0.01% Add +4.0% 3,588 $739K
Coldstream Capital Management Inc. 0.01% Add +15.9% 3,561 $734K
D.A. Davidson & Co. 0.00% Add +17.4% 3,526 $727K
Keyes, Stange & Wooten Wealth Management, LLC 0.29% Add +0.5% 3,507 $722K
Ostrum Asset Management 0.03% Add +27.6% 3,503 $722K
Farther Finance Advisors, LLC 0.01% Add +34.3% 3,487 $718K
Mufg Securities Americas Inc. 0.04% Add +8.3% 3,450 $711K
Quantbot Technologies LP 0.03% Reduce -29.2% 3,448 $710K
North Dakota State Investment Board 0.03% Add +1.2% 3,418 $704K
Twin Capital Management Inc. 0.08% Add +0.1% 3,410 $702K
Prudential PLC 0.00% Reduce -20.9% 3,392 $699K
Greenleaf Trust 0.01% Reduce -0.1% 3,383 $697K
V-Square Quantitative Management LLC 0.07% Reduce -1.0% 3,365 $693K
Kingsview Wealth Management, LLC 0.01% Add +4.6% 3,303 $681K
AMG National Trust Bank 0.01% Reduce -32.0% 3,228 $665K
Canada Pension Plan Investment Board 0.00% New 3,210 $661K
Norden Group LLC 0.05% Add +59.3% 3,207 $661K
Gsa Capital Partners LLP 0.04% New 3,202 $660K
SummitTX Capital, L.P. 0.02% New 3,180 $655K
Verdence Capital Advisors LLC 0.03% New 3,170 $653K
Focus Partners Advisor Solutions, LLC 0.01% Add +55.0% 3,138 $646K
Sumitomo Life Insurance Co. 0.01% Reduce -2.1% 3,135 $646K
AlphaCore Capital LLC 0.01% Add +14.5% 3,117 $642K
Confluence Wealth Services, Inc. 0.02% Add +48.6% 3,108 $640K
Belpointe Asset Management LLC 0.02% Reduce -58.2% 3,106 $640K
GMO 0.00% Reduce -0.5% 3,100 $639K
Fifth Third Wealth Advisors LLC 0.02% Add +62.5% 3,090 $637K
Pring Turner Capital Group Inc. 0.36% No change 3,000 $633K
Chesley Taft & Associates LLC 0.02% Reduce -1.0% 3,071 $633K
Mutual Advisors, LLC 0.01% Reduce -1.2% 3,039 $626K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.1% 3,011 $620K
Aaron Wealth Advisors LLC 0.03% New 3,001 $618K
Montgomery Investment Management Inc. 0.19% No change 3,000 $618K
Carderock Capital Management Inc. 0.14% No change 3,000 $618K
Ar Asset Management Inc. 0.11% No change 3,000 $618K
Reynders McVeigh Capital Management, LLC 0.03% No change 3,000 $618K
Nations Financial Group Inc, /Ia/ 0.03% Add +4.5% 2,964 $611K
Howland Capital Management LLC 0.02% Reduce -13.2% 2,951 $608K
Harbour Wealth Management Group, Inc. 0.41% Add +1.1% 2,938 $605K
Securian Asset Management, Inc. 0.02% Reduce -3.2% 3,038 $603K
West Michigan Advisors, LLC 0.11% Add +47.4% 2,923 $602K
Ellevest, Inc. 0.07% Add +3.8% 2,883 $594K
Dickmeyer Boyce Financial Management, Inc. 0.31% Reduce -1.3% 2,863 $590K
Twin Tree Management, LP 0.09% New 2,845 $586K
Farmers National Bank 0.12% Reduce -0.8% 2,831 $583K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -25.4% 2,831 $583K
First Bank & Trust 0.09% New 2,822 $581K
Metis Global Partners, LLC 0.01% Reduce -15.3% 2,784 $574K
Brandywine Oak Private Wealth LLC 0.04% No change 2,773 $571K
Rehmann Capital Advisory Group 0.03% Add +13.5% 2,755 $568K
Oxford Asset Management LLP 0.28% New 2,752 $567K
Twinbeech Capital LP 0.10% New 2,744 $565K
Jeppson Wealth Management, LLC 0.17% Reduce -0.6% 2,740 $564K
Frec Markets, Inc. 0.05% New 2,740 $564K
Trustmark Bank Trust Department 0.03% No change 2,736 $564K
King Wealth Management Group 0.06% Reduce -1.2% 2,731 $563K
Chesapeake Asset Management LLC 0.43% Add +6.8% 2,716 $560K
Whittier Trust Co. 0.01% Reduce -1.6% 2,753 $559K
Tema ETFs LLC 0.02% Add +5.7% 2,675 $551K
Leavell Investment Management, Inc. 0.02% Add +0.6% 2,644 $545K
Strathmore Capital Advisors, Inc. 0.15% Reduce -5.6% 2,814 $544K
Intrust Bank NA 0.04% Add +40.7% 2,633 $542K
Center for Financial Planning, Inc. 0.05% Reduce -0.3% 2,632 $542K
Dravo Bay LLC 0.19% Reduce -27.5% 2,631 $542K
Destiny Wealth Partners, LLC 0.08% Add +57.4% 2,662 $542K
Summit Financial, LLC 0.01% Add +1.4% 2,616 $539K
STRS Ohio 0.00% Reduce -5.4% 2,601 $536K
Ibex Wealth Advisors 0.04% New 2,570 $530K
Koshinski Asset Management, Inc. 0.03% Add +13.7% 2,562 $528K
Kozak & Associates, Inc. 0.09% Add +0.8% 2,604 $526K
West Paces Advisors Inc. 0.09% Add +48.4% 2,538 $523K
Mach-1 Financial Group, LLC 0.20% New 2,505 $516K
Viewpoint Investment Partners Corp. 0.18% Add +38.9% 2,500 $515K
Wendell David Associates Inc. 0.05% No change 2,500 $515K
Lifeworks Advisors, LLC 0.05% Reduce -11.8% 2,485 $512K
Old Port Advisors 0.10% Reduce -2.9% 2,462 $507K
Apella Capital, LLC 0.01% Add +1.5% 2,479 $507K
Hickory Point Bank & Trust 0.30% No change 2,425 $500K
Associated Banc-Corp 0.01% No change 2,418 $498K
Simplex Trading, LLC 0.01% Add +79.7% 2,410 $496K
Stonebridge Capital Advisors LLC 0.03% Reduce -1.0% 2,400 $494K
PUREfi Wealth, LLC 0.27% Add +2.8% 2,399 $494K
Johnson Investment Counsel Inc. 0.00% No change 2,389 $492K
111 Capital 0.08% New 2,387 $492K
Blackston Financial Advisory Group, LLC 0.28% Add +9.5% 2,382 $491K
Venturi Wealth Management, LLC 0.02% Add +71.7% 2,381 $491K
Cary Street Partners Financial LLC 0.01% Add +5.6% 2,377 $490K
Focused Alpha, LLC 0.13% Add +0.8% 2,368 $488K
Signal Advisors Wealth, LLC 0.03% Reduce -5.1% 2,365 $487K
Truvestments Capital LLC 0.07% No change 2,333 $481K
Ashton Thomas Securities, LLC 0.07% Add +1.8% 2,329 $479K
Vestcor Inc 0.01% No change 2,319 $478K
Sound View Wealth Advisors Group, LLC 0.03% No change 2,309 $476K
MQS Management LLC 0.58% Add +28.8% 2,296 $473K
1620 Investment Advisors, Inc. 0.29% Add +3.4% 2,294 $473K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,286 $471K
Independent Advisor Alliance 0.01% Add +2.2% 2,282 $470K
Signaturefd, LLC 0.01% Add +2.2% 2,269 $467K
Advyzon Investment Management, LLC 0.03% Reduce -8.8% 2,268 $467K
Whalen Wealth Management Inc. 0.21% New 2,257 $465K
Private Advisor Group, LLC 0.00% Reduce -60.1% 2,249 $463K
Canada Post Corp Registered Pension Plan 0.02% No change 2,243 $462K
Quadrant Capital Group LLC 0.01% No change 2,241 $462K
CX Institutional 0.01% Reduce -1.0% 2,236 $461K
International Assets Investment Management, LLC 0.03% Add +9.0% 2,281 $461K
J.Safra Asset Management Corp 0.02% Add +5.8% 2,227 $459K
EagleClaw Capital Managment, LLC 0.06% Reduce -19.1% 2,225 $458K
Brighton Jones LLC 0.01% Add +29.4% 2,217 $457K
Gallagher Fiduciary Advisors, LLC 0.01% Add +15.9% 2,212 $456K
Burke & Herbert Bank & Trust Co. 0.11% Reduce -18.5% 2,209 $455K
NavPoint Financial, Inc. 0.17% No change 2,204 $454K
Sage Private Wealth Group, LLC 0.20% Add +1.9% 2,189 $451K
Ritholtz Wealth Management 0.01% Add +4.1% 2,175 $448K
Impact Investors, Inc 0.33% No change 2,170 $447K
Western Wealth Management, LLC 0.01% No change 2,170 $447K
St Germain D J Co. Inc. 0.02% Add +3.9% 2,166 $446K
Excalibur Management Corp. 0.15% Reduce -0.1% 2,161 $445K
Ossiam 0.01% New 2,148 $443K
Stratos Wealth Partners, LTD. 0.00% Add +65.6% 2,141 $441K
Avidian Wealth Enterprises, LLC 0.01% Add +2.0% 2,140 $441K
Synergy Investment Management, LLC 0.11% No change 2,125 $438K
Severin Investments, LLC 0.33% Add +6.3% 2,117 $436K
Rossmore Private Capital 0.03% No change 2,075 $427K
Mesirow Financial Investment Management, Inc. 0.01% Add +4.3% 2,061 $425K
RiverFront Investment Group, LLC 0.01% Add +28.4% 2,053 $423K
TCW Group Inc. 0.00% Reduce -2.6% 2,052 $423K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.5% 2,051 $423K
Equitable Holdings, Inc. 0.00% Reduce -12.2% 2,049 $422K
FIL Ltd 0.00% Add +130.5% 2,047 $422K
Lighthouse Financial Services Inc. 0.09% Add +0.6% 2,060 $416K
Old National Bancorp 0.01% Reduce -3.9% 2,007 $413K
Advisor OS, LLC 0.03% Add +54.4% 2,007 $413K
Wesbanco Bank Inc. 0.01% Add +0.1% 2,002 $412K
Acima Private Wealth, LLC 0.12% No change 2,000 $412K
LightSquare Wealth Management, LLC 0.28% Add +18.7% 1,994 $411K
Clearstead Advisors, LLC 0.00% Add +26.3% 1,991 $410K
Guardian Partners Inc. 0.04% No change 1,974 $407K
Caxton Associates LLP 0.01% New 1,969 $406K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,967 $405K
Fourpath Capital Management, LLC 0.05% New 1,948 $401K
1ST Source Bank 0.02% Add +2.4% 1,937 $399K
Savant Capital, LLC 0.00% Reduce -4.6% 1,928 $397K
Guggenheim Capital LLC 0.00% Add +17.0% 1,891 $390K
Venture Visionary Partners LLC 0.01% Add +7.4% 1,884 $388K
Oslo Pensjonsforsikring AS 0.04% Add +13.0% 1,877 $387K
Fiduciary Financial Group, LLC 0.04% Add +1.8% 1,868 $385K
GLOBALT Investments LLC / GA 0.01% Reduce -16.9% 1,865 $384K
Main Street Financial Solutions, LLC 0.02% New 1,860 $383K
Composition Wealth, LLC 0.00% Reduce -1.5% 1,851 $381K
Willow Creek Capital Management, Inc. 0.37% — 1,842 $379K
SageView Advisory Group, LLC 0.01% Reduce -4.1% 1,833 $378K
Romano Brothers and Company 0.04% No change 1,814 $374K
Ballentine Partners, LLC 0.00% Add +1.2% 1,795 $370K
Embree Financial Group 0.04% Add +6.6% 1,793 $369K
Corient IA LP 0.34% No change 1,780 $367K
Aspire Growth Partners LLC 0.21% Reduce -26.5% 1,771 $365K
First Horizon Corp. 0.01% Add +12.1% 1,756 $362K
RD Lewis Holdings, Inc. 0.27% No change 1,650 $360K
Deseret Mutual Benefit Administrators 0.12% Reduce -10.0% 1,745 $359K
Bank & Trust Co 0.23% No change 1,738 $358K
Parallel Advisors, LLC 0.01% Add +5.2% 1,728 $356K
Hemenway Trust Co LLC 0.02% Reduce -6.0% 1,723 $355K
Strategic Investment Advisors / MI 0.02% New 1,716 $354K
Phillips Wealth Planners LLC 0.26% Reduce -0.8% 1,704 $348K
180 Wealth Advisors, LLC 0.03% Reduce -1.6% 1,680 $346K
RFG - Bristol Wealth Advisors, LLC 0.08% No change 1,678 $346K
StoneX Group Inc. 0.01% Add +30.0% 1,669 $344K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -7.4% 1,652 $340K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -0.2% 1,651 $340K
McDonald Partners LLC 0.08% Reduce -4.3% 1,650 $340K
J. Derek Lewis & Associates Inc. 0.06% Reduce -2.3% 1,644 $339K
Indivisible Partners 0.02% Add +40.7% 1,638 $338K
Cornerstone Financial Management LLC 0.27% Add +1.2% 1,634 $337K
Crestwood Advisors Group, LLC 0.01% New 1,628 $335K
Perigon Wealth Management, LLC 0.01% Add +9.0% 1,628 $335K
GeoWealth Management, LLC 0.01% Add +0.8% 1,619 $334K
Keebeck Wealth Management 0.03% New 1,614 $333K
Moneta Group Investment Advisors LLC 0.00% Add +5.6% 1,595 $329K
New England Research & Management, Inc. 0.13% No change 1,591 $328K
Westco Advisory Services Inc. 0.20% Reduce -2.2% 1,589 $327K
Mosaic Family Wealth Partners, LLC 0.02% New 1,586 $327K
Ascentis Wealth Management, LLC 0.06% Add +45.7% 1,582 $326K
Global Retirement Partners, LLC 0.01% — 1,580 $325K
Trillium Asset Management, LLC 0.01% No change 1,575 $324K
Patron Partners, LLC 0.12% Add +0.1% 1,572 $324K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.4% 1,582 $324K
Walleye Capital LLC 0.00% Reduce -85.0% 1,565 $322K
Wedbush Securities Inc. 0.01% Add +19.1% 1,565 $322K
Rwa Wealth Partners, LLC 0.00% Reduce -0.2% 1,544 $318K
Kera Capital Partners, Inc. 0.03% New 1,536 $316K
Glenview Trust Co 0.00% Add +17.2% 1,533 $316K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.5% 1,518 $313K
Carnegie Investment Counsel 0.01% No change 1,512 $311K
Mainstream Capital Management LLC 0.19% No change 1,507 $310K
Founders Capital Management, LLC 0.05% No change 1,500 $309K
NTV Asset Management LLC 0.03% Reduce -11.8% 1,500 $309K
Trust Co. of Toledo NA 0.03% Add +2.9% 1,493 $308K
New Republic Capital, LLC 0.07% New 1,492 $307K
Powers Advisory Group, LLC 0.10% Add +0.3% 1,487 $306K
Bull Harbor Capital LLC 0.06% New 1,487 $306K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 1,480 $305K
Parkside Financial Bank & Trust 0.02% Add +57.1% 1,477 $304K
Atlanta Consulting Group Advisors, LLC 0.05% Reduce -12.3% 1,476 $304K
Appleton Partners Inc. 0.02% No change 1,476 $304K
Plato Investment Management Ltd 0.02% Reduce -3.2% 1,481 $303K
Choate Investment Advisors 0.01% Reduce -15.3% 1,472 $303K
Cary Street Partners Investment Advisory LLC 0.06% Add +4.9% 1,467 $302K
Mission Wealth Management, LP 0.00% New 1,462 $301K
Visionary Wealth Advisors 0.01% No change 1,452 $299K
Aegis Wealth Management LLC 0.14% Reduce -0.2% 1,451 $299K
RW Investment Management LLC 0.03% No change 1,451 $299K
Profund Advisors LLC 0.01% Add +0.3% 1,448 $298K
AlphaGrep UK Ltd 0.09% Reduce -13.6% 1,433 $295K
Modern Wealth Management, LLC 0.00% New 1,424 $293K
Fulcrum Capital LLC 0.06% Reduce -20.9% 1,420 $293K
Axxcess Wealth Management, LLC 0.00% New 1,416 $292K
Darwin Wealth Management, LLC 0.08% Add +3.5% 1,415 $292K
Hall Capital Management Co. Inc. 0.09% No change 1,411 $291K
Florida Trust Wealth Management Co 0.01% Add +4.5% 1,403 $289K
Texas Yale Capital Corp. 0.01% No change 1,400 $288K
HUB Investment Partners, LLC 0.01% New 1,387 $286K
Systematic Alpha Investments, LLC 0.01% No change 1,380 $284K
44 Wealth Management LLC 0.09% Reduce -5.6% 1,376 $283K
EverSource Wealth Advisors, LLC 0.01% Add +25.0% 1,369 $282K
Hantz Financial Services, Inc. 0.00% Add +7.6% 1,366 $281K
Silvercrest Asset Management Group LLC 0.00% No change 1,361 $280K
Atlantic Union Bankshares Corp 0.00% No change 1,360 $280K
Berkshire Asset Management LLC 0.01% No change 1,338 $276K
Enterprise Financial Services Corp 0.11% Reduce -0.5% 1,324 $273K
AA Financial Advisors, LLC 0.03% Reduce -7.3% 1,315 $271K
Oakworth Capital, Inc. 0.01% Add +0.6% 1,328 $270K
Wedmont Private Capital 0.01% Add +21.5% 1,311 $268K
Angeles Wealth Management, LLC 0.01% Add +2.0% 1,299 $268K
CENTRAL TRUST Co 0.00% Reduce -3.0% 1,299 $268K
Pallas Capital Advisors LLC 0.01% Add +17.1% 1,288 $265K
Millstone Evans Group, LLC 0.14% No change 1,286 $265K
Simon Quick Advisors, LLC 0.01% Add +0.2% 1,283 $264K
Trust Asset Management LLC 0.02% Reduce -2.0% 1,281 $264K
First City Capital Management, Inc. 0.13% No change 1,280 $264K
Pinnacle Associates Ltd. 0.00% Add +12.5% 1,278 $263K
Opus Capital Group, LLC 0.03% Reduce -0.6% 1,277 $263K
Hilltop National Bank 0.06% Reduce -19.1% 1,272 $262K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 1,245 $256K
GTS Securities LLC 0.01% Add +5.5% 1,245 $256K
Crux Wealth Advisors 0.09% Reduce -3.6% 1,239 $255K
Wbi Investments, LLC 0.06% Reduce -82.9% 1,238 $255K
MTM Investment Management, LLC 0.07% Add +0.2% 1,236 $255K
Gateway Investment Advisers LLC 0.00% Reduce -46.5% 1,229 $253K
Renasant Bank 0.16% New 1,226 $253K
Naples Global Advisors, LLC 0.02% Add +1.2% 1,224 $252K
Laffer Tengler Investments, Inc. 0.04% Add +0.1% 1,222 $252K
Cabot Wealth Management Inc. 0.03% No change 1,222 $252K
Aristotle Capital Management, LLC 0.00% New 1,219 $251K
Golden State Wealth Management, LLC 0.02% Add +0.1% 1,215 $250K
Brookstone Capital Management 0.00% Add +13.4% 1,215 $250K
Cresset Asset Management, LLC 0.00% Reduce -3.5% 1,203 $248K
Adelphi Trust Co 0.16% No change 1,200 $247K
Towne Trust Company, N.A 0.08% No change 1,200 $247K
Sax Wealth Advisors, LLC 0.01% New 1,249 $245K
Nicolet Bankshares Inc. 0.01% Add +0.2% 1,171 $241K
Busey Bank 0.01% Reduce -0.5% 1,156 $238K
Inlet Private Wealth, LLC 0.06% New 1,155 $238K
Savvy Advisors, Inc. 0.01% New 1,153 $238K
Argent Trust Co 0.01% New 1,152 $237K
FWG Holdings, LLC 0.08% Reduce -0.3% 1,201 $236K
GW Henssler & Associates Ltd. 0.01% Add +0.1% 1,143 $235K
Bay Capital Advisors, LLC 0.13% No change 1,143 $235K
Baker Avenue Asset Management, LP 0.00% New 1,137 $234K
Trek Financial, LLC 0.01% Reduce -0.1% 1,135 $234K
Premier Path Wealth Partners, LLC 0.03% Reduce -5.2% 1,129 $233K
Inscription Capital, LLC 0.02% New 1,124 $232K
Haverford Trust Co 0.00% Reduce -4.4% 1,123 $231K
Strategies Wealth Advisors, LLC 0.02% New 1,106 $228K
UMB Bank, n.a. 0.00% Reduce -0.5% 1,106 $228K
HighPoint Advisor Group LLC 0.01% Reduce -0.5% 1,106 $228K
CreativeOne Wealth, LLC 0.00% Reduce -0.5% 1,103 $227K
Money Concepts Capital Corp. 0.01% New 1,101 $227K
Focus Financial Network, Inc. 0.01% New 1,097 $226K
OneDigital Investment Advisors LLC 0.00% New 1,090 $225K
PFG Investments, LLC 0.01% Add +0.2% 1,088 $224K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 1,087 $224K
Cigna Investments Inc. 0.03% No change 1,082 $223K
VestGen Investment Management 0.12% New 1,078 $222K
OneAscent Financial Services LLC 0.01% No change 1,077 $222K
Meeder Advisory Services, Inc. 0.01% New 1,073 $221K
Ifrah Financial Services, Inc. 0.05% Reduce -0.4% 1,063 $219K
Transcend Capital Advisors, LLC 0.01% New 1,062 $219K
Turtle Creek Wealth Advisors, LLC 0.01% New 1,058 $218K
Certuity, LLC 0.01% New 1,057 $218K
Proficio Capital Partners LLC 0.01% New 1,057 $218K
Ashton Thomas Private Wealth, LLC 0.00% New 1,057 $218K
Cahill Financial Advisors Inc. 0.02% No change 1,048 $216K
Clark Capital Management Group, Inc. 0.00% New 1,047 $216K
Fidelis Capital Partners, LLC 0.01% New 1,038 $214K
Fragasso Financial Advisors Inc 0.01% Add +1.1% 1,036 $214K
Benchmark Financial Wealth Advisors, LLC 0.05% New 1,027 $212K
Delta Investment Management, LLC 0.03% New 1,025 $211K
Creative Financial Designs Inc. 0.01% No change 1,025 $211K
Sapient Capital LLC 0.00% Reduce -26.2% 1,020 $210K
Panagora Asset Management Inc. 0.00% New 1,018 $210K
Modera Wealth Management, LLC 0.00% New 1,015 $209K
Pettyjohn, Wood & White, Inc. 0.03% New 1,014 $209K
Bradley Foster & Sargent Inc. 0.00% New 1,003 $207K
Armstrong, Fleming & Moore, Inc 0.07% New 1,000 $206K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -1.2% 1,000 $206K
apricus wealth, LLC 0.10% Reduce -4.9% 990 $204K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.2% 990 $204K
Chico Wealth RIA 0.11% New 989 $204K
Park Place Capital Corp 0.03% Add +452.5% 989 $204K
Private Trust Co. NA 0.02% Add +38.1% 985 $203K
Capital Investment Advisors, LLC 0.00% New 979 $202K
Jackson Thornton Wealth Management, LLC 0.02% New 976 $201K
Taylor Financial Group, Inc. 0.11% New 975 $201K
Kestra Investment Management, LLC 0.00% New 973 $201K
Investment Research Partners LLC 0.07% New 972 $200K
Harbor Investment Advisory, LLC 0.01% Reduce -6.0% 938 $193K
Montag A & Associates Inc. 0.01% No change 936 $193K
Mather Group, Llc. 0.00% Add +1.5% 932 $192K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.1% 923 $190K
Ramirez Asset Management, Inc. 0.02% No change 900 $185K
Rosenberg Matthew Hamilton 0.03% Add +27.6% 828 $171K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.7% 821 $169K
S.A. Mason LLC 0.05% No change 750 $155K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 730 $150K
Bayban 0.11% No change 693 $143K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +0.3% 686 $141K
Costello Asset Management, INC 0.04% Add +0.1% 670 $138K
Spire Wealth Management 0.00% Reduce -4.5% 660 $136K
Versant Capital Management, Inc 0.01% Add +17.5% 657 $135K
Larson Financial Group LLC 0.00% Add +718.8% 655 $135K
First Financial Corp. 0.05% No change 650 $134K
Bayforest Capital Ltd 0.12% Add +687.8% 646 $133K
Flagship Wealth Advisors, LLC 0.03% No change 638 $131K
Pension & Wealth Management Advisors, Inc. 0.04% No change 630 $130K
CGC Financial Services, LLC 0.03% No change 622 $128K
Johnson Financial Group, Inc. 0.00% Reduce -2.8% 619 $128K
Cohen & Steers, Inc. 0.00% No change 600 $124K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +40.2% 596 $123K
Reyes Financial Architecture, Inc. 0.07% New 583 $120K
Independence Bank of Kentucky 0.01% Reduce -4.3% 555 $114K
First United Bank & Trust 0.03% No change 545 $112K
Glass Jacobson Investment Advisors llc 0.03% No change 541 $111K
Hills Bank & Trust Co 0.00% Add +0.6% 540 $111K
Basecamp Wealth Advisors LLC 0.02% No change 538 $111K
Los Angeles Capital Management LLC 0.00% No change 537 $111K
Central Pacific Bank - Trust Division 0.01% Reduce -3.1% 523 $108K
Investors Research Corp 0.02% No change 508 $105K
Avion Wealth 0.02% Add +2.6% 503 $103K
Trust Co 0.01% No change 495 $102K
TIAA Wealth Investment Management LLC 0.00% Add +1.7% 487 $100K
AdvisorNet Financial, Inc 0.00% Add +0.4% 480 $99K
Bruce G. Allen Investments, LLC 0.06% Reduce -6.8% 478 $98K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.6% 431 $89K
Aventura Private Wealth, LLC 0.03% Reduce -11.4% 403 $83K
Evermay Wealth Management LLC 0.01% New 400 $82K
Crews Bank & Trust 0.01% Reduce -2.5% 390 $80K
Elevation Wealth Partners, LLC 0.02% Add +56.6% 382 $79K
Riverview Trust Co 0.09% No change 380 $78K
Avanza Fonder AB 0.00% No change 369 $76K
Cromwell Holdings LLC 0.03% Add +3.0% 340 $70K
Cullen/Frost Bankers, Inc. 0.00% Add +46.3% 338 $70K
Syntax Research, Inc. 0.05% No change 337 $69K
Bogart Wealth, LLC 0.00% Add +4.7% 336 $69K
SHP Wealth Management 0.00% Add +4.4% 335 $69K
Hartford Financial Management Inc. 0.02% Reduce -16.3% 333 $69K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.21% Reduce -65.1% 329 $68K
Armstrong Advisory Group, Inc. 0.00% Reduce -8.2% 314 $65K
CYBER HORNET ETFs LLC 0.04% Reduce -1.9% 314 $65K
Lloyd Advisory Services, LLC. 0.02% New 311 $64K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -21.7% 300 $62K
Tompkins Financial Corp. 0.00% No change 299 $62K
Dorato Capital Management 0.04% No change 300 $61K
Bangor Savings Bank 0.00% No change 297 $61K
Citizens National Bank Trust Department 0.01% No change 281 $58K
MCF Advisors LLC 0.00% Reduce -29.2% 279 $57K
First Community Trust NA 0.03% No change 273 $56K
SBI Securities Co., Ltd. 0.00% Reduce -0.7% 269 $55K
Westpac Banking Corp. 0.00% No change 263 $54K
Main Street Group, LTD 0.01% Reduce -20.6% 258 $53K
Plante Moran Financial Advisors, LLC 0.00% Add +0.4% 254 $52K
Triumph Capital Management 0.01% Reduce -5.3% 252 $52K
True Wealth Design, LLC 0.01% Add +50.0% 225 $46K
University of Texas/Texas Am Investment Management Co. 0.01% Add +46.0% 222 $46K
Coastline Trust Co 0.00% No change 220 $45K
First Command Advisory Services, Inc. 0.00% Add +1576.9% 218 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 205 $42K
Raiffeisen Bank International AG 0.00% No change 205 $42K
Cape Investment Advisory, Inc. 0.01% New 204 $42K
Princeton Global Asset Management LLC 0.01% No change 200 $41K
Kimelman & Baird, LLC 0.00% No change 200 $41K
Rossby Financial, LCC 0.01% Add +71.7% 194 $40K
Keating Financial Advisory Services, Inc. 0.01% Add +105.4% 189 $39K
CVA Family Office, LLC 0.00% Reduce -9.8% 184 $38K
HHM Wealth Advisors, LLC 0.00% No change 181 $37K
MV Capital Management, Inc. 0.00% Add +0.6% 175 $36K
Duncker Streett & Co. Inc. 0.01% Reduce -10.2% 167 $34K
Transamerica Financial Advisors, LLC 0.00% Add +129.2% 165 $34K
Quent Capital, LLC 0.00% Add +14.0% 163 $34K
WPG Advisers, LLC 0.02% No change 156 $32K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -56.3% 155 $32K
Signature Equity Partners, LLC 0.01% Add +66.7% 150 $31K
Allianz SE 0.00% New 150 $31K
Union Savings Bank 0.01% No change 150 $31K
Institute for Wealth Management, LLC. 0.00% New 139 $29K
Westside Investment Management, Inc. 0.00% No change 138 $28K
West Branch Capital LLC 0.01% No change 136 $28K
Bell Investment Advisors, Inc 0.00% Add +3300.0% 136 $28K
Smithfield Trust Co 0.00% No change 135 $28K
SJS Investment Consulting Inc. 0.00% Add +64.6% 135 $28K
Regatta Research & Money Management 0.03% — 135 $28K
Alpine Bank Wealth Management 0.00% New 134 $28K
Grove Bank & Trust 0.00% No change 133 $27K
Thompson Investment Management, Inc. 0.00% No change 125 $26K
Fortitude Family Office, LLC 0.00% No change 116 $24K
Ascentis Independent Advisors 0.06% Reduce -96.8% 116 $24K
JFS Wealth Advisors, LLC 0.00% Add +3.7% 111 $23K
LRI Investments, LLC 0.00% Add +8.0% 108 $22K
SOA Wealth Advisors, LLC. 0.00% No change 107 $22K
Tradewinds Capital Management, LLC 0.00% No change 100 $21K
Owl Creek Wealth Partners LLC 0.01% Add +83.3% 99 $20K
Essential Partners LLC 0.01% Add +288.0% 97 $20K
Boyd Watterson Asset Management LLC 0.01% No change 97 $20K
Community Financial Services Group, LLC 0.00% No change 95 $19K
Hughes Financial Services, LLC 0.00% Add +12.3% 91 $19K
Edmond DE Rothschild Holding S.A. 0.00% New 89 $18K
Pinnacle Bancorp, Inc. 0.00% No change 88 $18K
Financial Perspectives, Inc 0.00% No change 88 $18K
Montgomery Financial Services LLC 0.02% — 86 $18K
Brown, Lisle/Cummings, Inc. 0.00% No change 84 $17K
ESL Trust Services, LLC 0.00% No change 81 $17K
Limestone Investment Advisors LP 0.01% New 80 $16K
Signature Resources Capital Management, LLC 0.01% No change 80 $16K
MidFirst Bank 0.00% No change 80 $16K
IMG Wealth Management, Inc. 0.01% Add +9.9% 78 $16K
Silver Grove Financial Group, Inc. 0.01% Add +266.7% 77 $16K
Centennial Bank 0.01% No change 75 $15K
Indiana Trust & Investment Management Co 0.00% Reduce -60.5% 75 $15K
Fiduciary Financial Advisors 0.00% New 78 $15K
Valued Wealth Advisors LLC 0.01% Add +2.7% 75 $15K
Stone House Investment Management, LLC 0.00% New 74 $15K
Cornerstone Planning Group LLC 0.00% Reduce -11.4% 78 $15K
NBT Bank, N.A. 0.00% No change 73 $15K
NORTHSTAR ASSET MANAGEMENT Co 0.00% New 75 $15K
Physician Wealth Advisors, Inc. 0.00% Add +44.7% 68 $14K
TOWER TRUST & INVESTMENT Co 0.01% New 62 $13K
Colonial Trust Co / SC 0.00% Add +6.9% 62 $13K
CoreCap Advisors, LLC 0.00% Add +275.0% 60 $12K
Trust Co. of Vermont 0.00% — 60 $12K
Wealth Enhancement Trust Services, Inc. 0.00% Add +22.9% 59 $12K
Wolff Wiese Magana LLC 0.01% No change 53 $11K
Prestige Wealth Management Group LLC 0.00% No change 52 $11K
Torren Management, LLC 0.01% No change 51 $11K
Marshall Investment Management, LLC 0.00% No change 50 $10K
Activest Wealth Management 0.00% Reduce -25.0% 48 $10K
Covestor Ltd 0.01% Reduce -52.8% 43 $9K
Ogorek Anthony Joseph /NY/ 0.00% No change 46 $9K
Hilton Head Capital Partners, LLC 0.00% Reduce -68.2% 42 $9K
Raffa Wealth Management, LLC 0.00% Add +7.7% 42 $9K
Anchor Investment Management, LLC 0.00% No change 42 $9K
Sachetta, LLC 0.00% Add +78.3% 41 $8K
Manchester Capital Management LLC 0.00% Add +5.3% 40 $8K
Richard W. Paul & Associates, LLC 0.00% New 40 $8K
IMA Advisory Services, Inc. 0.00% New 40 $8K
Quaker Wealth Management, LLC 0.00% Reduce -83.6% 37 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 35 $7K
NBH Bank 0.00% — 35 $7K
Westfuller Advisors, LLC 0.00% Reduce -5.6% 34 $7K
LifeSteps Financial, Inc. 0.00% New 34 $7K
Steigerwald, Gordon & Koch Inc. 0.00% No change 34 $7K
Meeder Asset Management Inc. 0.00% Reduce -49.3% 34 $7K
Cassaday & Co Wealth Management LLC 0.00% Reduce -17.5% 33 $7K
RHL Group, LLC 0.01% No change 32 $7K
Strengthening Families & Communities, LLC 0.00% Add +6.7% 32 $7K
Buck Wealth Strategies, LLC 0.00% New 31 $6K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 31 $6K
Salem Investment Counselors Inc. 0.00% Reduce -28.6% 30 $6K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 30 $6K
Clearstead Trust, LLC 0.00% New 28 $6K
Key Financial Inc 0.00% No change 28 $6K
Retirement Wealth Solutions LLC 0.00% No change 27 $6K
Crewe Advisors LLC 0.00% New 27 $6K
Evolution Wealth Management Inc. 0.00% No change 27 $6K
Fairman Group, LLC 0.00% No change 26 $5K
Joseph Group Capital Management 0.00% Reduce -27.8% 26 $5K
Summit Securities Group LLC 0.00% Add +36.8% 26 $5K
Archer Investment Corp 0.00% No change 26 $5K
Creative Capital Management Investments LLC 0.00% New 25 $5K
Tsfg, LLC 0.00% No change 26 $5K
Whipplewood Advisors, LLC 0.00% Reduce -42.9% 24 $5K
MPWM Advisory Solutions, LLC 0.00% No change 24 $5K
Bravera Wealth 0.00% No change 24 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $5K
DT Investment Partners, LLC 0.00% No change 22 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +15.8% 22 $5K
Rialto Wealth Management, LLC 0.00% Add +75.0% 21 $4K
Murphy & Mullick Capital Management Corp 0.00% No change 21 $4K
JPL Wealth Management, LLC 0.00% Add +300.0% 20 $4K
SouthState Bank Corp 0.00% No change 20 $4K
Advocate Investing Services LLC 0.00% No change 20 $4K
PFS Partners, LLC 0.00% Add +5.3% 20 $4K
Capital Advisors, Ltd. LLC 0.00% No change 18 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $4K
Strategic Investment Solutions, Inc. 0.00% Add +1700.0% 18 $4K
High Note Wealth, LLC 0.00% New 18 $4K
Nemes Rush Group LLC 0.00% Add +183.3% 17 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 16 $3K
Mechanics Financial Corp 0.00% New 16 $3K
Oakmont Advisory Group, LLC 0.00% New 15 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Kilter Group LLC 0.00% Add +275.0% 15 $3K
City State Bank 0.00% No change 15 $3K
GoalVest Advisory LLC 0.00% New 15 $3K
HFM Investment Advisors, LLC 0.00% Add +133.3% 14 $3K
Financial Management Professionals, Inc. 0.00% No change 14 $3K
IFG Advisory, LLC 0.00% New 14 $3K
Burk Holdings LLC 0.00% No change 11 $2K
Dunhill Financial, LLC 0.00% Reduce -9.1% 10 $2K
S&T Bank 0.00% Add +150.0% 10 $2K
Hollencrest Capital Management 0.00% No change 10 $2K
Salomon & Ludwin, LLC 0.00% Reduce -88.9% 10 $2K
Elevated Capital Advisors, LLC 0.00% No change 8 $2K
Clark Wealth Partners 0.00% New 7 $1K
1015 Capital Partners, LLC 0.00% No change 7 $1K
Atlas Capital Advisors Inc. 0.00% No change 7 $1K
Investors Portfolio Services LLC 0.00% No change 6 $1K
Ares Financial Consulting, LLC 0.00% New 6 $1K
Arlington Trust Co LLC 0.00% No change 6 $1K
Sunrise Financial Services, LLC 0.00% No change 5 $1K
Provenance Wealth Advisors, LLC 0.00% New 5 $1K
DecisionPoint Financial, LLC 0.00% Add +150.0% 5 $1K
Navigoe, LLC 0.00% New 5 $1K
Penserra Capital Management LLC 0.00% No change 9 $1K
Hoey Investments, Inc. 0.00% New 4 $825
Phillip James Consulting Co. 0.00% No change 4 $824
Principia Wealth Advisory, LLC 0.00% Reduce -20.0% 4 $824
Nvwm, LLC 0.00% Add +300.0% 4 $824
Ancora Advisors LLC 0.00% Reduce -95.0% 4 $824
Leonteq Securities AG 0.00% No change 4 $824
Seneschal Advisors, LLC 0.00% No change 3 $619
American Capital Advisory, LLC 0.00% Add +50.0% 3 $619
Marquette Asset Management, LLC 0.00% Reduce -57.1% 3 $619
TFC Financial Management, Inc. 0.00% New 3 $619
BOK Financial Private Wealth, Inc. 0.00% New 3 $619
Davis Capital Management 0.00% Add +50.0% 3 $618
Ameriflex Group, Inc. 0.00% New 3 $618
North Star Investment Management Corp. 0.00% No change 3 $618
Continuum Advisory, LLC 0.00% New 3 $618
PEAK6 LLC 0.00% Reduce -99.6% 3 $519
Spectrum Wealth Advisory Group, LLC 0.00% New 2 $415
Private Wealth Management Group, LLC 0.00% No change 2 $413
Quest 10 Wealth Builders, Inc. 0.00% New 2 $412
Bare Financial Services, Inc 0.00% No change 2 $412
Rakuten Securities, Inc. 0.00% New 2 $412
Highline Wealth Partners LLC 0.00% New 2 $412
Maryland Capital Advisors Inc. 0.00% — 1 $207
Abound Wealth Management 0.00% Reduce -94.4% 1 $207
Downshift Financial, LLC 0.00% New 1 $206
Planning Strategies Inc. 0.00% — 1 $206
WestEnd Advisors, LLC 0.00% No change 1 $206
Tidemark, LLC 0.00% No change 1 $206
Compass Financial Management LLC 0.00% — 1 $206

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