DavitaDVA
13F holders, Q1 2024 (March 31)544holders
10famous investors
$137.89avg. 13F price*
At the end of Q1 2024, 544 institutions reported holding Davita Inc. (DVA) in their 13F filings. The largest holders were Berkshire Hathaway ($5.0B), Vanguard Group Inc. ($865.2M) and BlackRock Inc. ($654.4M). 10 famous investors held it, including Warren Buffett (1.5% of Berkshire Hathaway's portfolio), John W. Rogers Jr. (0.8% of Ariel Investments's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).
- Company
- Davita Inc.
- Sector
- Health Care
- CUSIP
- 23918K108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $43.4M |
| Exits | 51 | $81.8M |
Ownership 544 holders
| Berkshire Hathaway | 1.50% | No change | 36,095,570 | $5.0B |
| Vanguard Group Inc. | 0.02% | Reduce -0.8% | 6,267,580 | $865.2M |
| BlackRock Inc. | 0.02% | Reduce -1.1% | 4,740,470 | $654.4M |
| State Street Corp. | 0.02% | Add +3.6% | 2,581,594 | $356.4M |
| Pacer Advisors, Inc. | 0.55% | Add +47616.7% | 1,683,446 | $232.4M |
| Invesco Ltd. | 0.05% | Reduce -4.3% | 1,514,754 | $209.1M |
| Geode Capital Management, LLC | 0.02% | Add +3.3% | 1,271,983 | $175.2M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,215,771 | $167.8M |
| 8 Knots Management, LLC | 15.78% | Add +38.1% | 1,179,633 | $163.5M |
| LSV Asset Management | 0.32% | Reduce -18.3% | 1,116,829 | $154.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -4.6% | 1,000,551 | $138.1M |
| Gates Capital Management, Inc. | 3.10% | Reduce -15.8% | 762,567 | $105.3M |
| Northern Trust Corp. | 0.02% | Reduce -5.0% | 731,882 | $101.0M |
| Ariel Investments | 0.84% | Reduce -6.5% | 616,270 | $85.1M |
| Allianz Asset Management GmbH | 0.14% | Add +7.0% | 586,966 | $81.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.4% | 558,714 | $77.1M |
| Doma Perpetual Capital Management LLC | 46.42% | Reduce -0.2% | 505,481 | $69.8M |
| Amundi | 0.03% | Reduce -23.6% | 528,348 | $66.6M |
| Bank of America Corp. | 0.01% | Add +97.9% | 473,883 | $65.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.7% | 448,888 | $62.0M |
| D. E. Shaw & Co. | 0.08% | Add +60.9% | 442,340 | $61.1M |
| BNP Paribas Financial Markets | 0.07% | Reduce -25.1% | 405,195 | $55.9M |
| JPMorgan Chase & Co. | 0.00% | Add +53.2% | 400,053 | $55.2M |
| Legal & General Group Plc | 0.01% | Reduce -2.1% | 377,073 | $52.1M |
| Wedge Capital Management L L P | 0.75% | Add +8.2% | 334,231 | $46.1M |
| Norges Bank | 0.01% | Reduce -7.2% | 324,557 | $44.8M |
| Nordea Investment Management AB | 0.05% | Reduce -3.5% | 315,555 | $43.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.9% | 300,948 | $41.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Reduce -2.9% | 260,375 | $35.9M |
| Lazard Asset Management LLC | 0.05% | Add +147.3% | 256,872 | $35.5M |
| Renaissance Technologies | 0.06% | Reduce -0.4% | 253,900 | $35.1M |
| Barclays PLC | 0.02% | Reduce -7.8% | 249,519 | $34.4M |
| Deutsche Bank AG | 0.02% | Reduce -1.3% | 240,318 | $33.2M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 229,597 | $31.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +12.9% | 204,481 | $28.2M |
| First Trust Advisors LP | 0.03% | Reduce -5.0% | 204,363 | $28.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -3.0% | 199,640 | $27.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.4% | 199,375 | $27.5M |
| Pinebridge Investments, L.P. | 0.21% | Reduce -29.7% | 188,735 | $26.1M |
| Jupiter Asset Management Ltd. | 0.25% | Add +146.7% | 187,177 | $25.8M |
| Aberdeen Group plc | 0.05% | Add +6.7% | 179,591 | $24.8M |
| Andra AP-fonden | 0.43% | Add +37.4% | 176,500 | $24.4M |
| Swiss National Bank | 0.02% | Reduce -4.2% | 164,100 | $22.7M |
| Rhumbline Advisers | 0.02% | Add +13.9% | 162,807 | $22.5M |
| Rovin Capital /Ut/ | 8.97% | No change | 158,506 | $21.9M |
| AQR Capital Management | 0.04% | Add +802.7% | 157,731 | $21.7M |
| KBC Group NV | 0.06% | Add +32.7% | 142,016 | $19.6M |
| Federated Hermes, Inc. | 0.04% | Add +73.5% | 135,295 | $18.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.6% | 134,823 | $18.6M |
| Man Group plc | 0.05% | Add +348.1% | 131,859 | $18.2M |
| Railway Pension Investments Ltd | 0.18% | No change | 131,156 | $18.1M |
| UBS Group AG | 0.01% | Reduce -2.9% | 123,957 | $17.1M |
| Tobam | 1.44% | Reduce -14.3% | 116,735 | $16.1M |
| California Public Employees Retirement System | 0.01% | Reduce -2.1% | 113,286 | $15.6M |
| Storebrand Asset Management As | 0.05% | Reduce -4.4% | 110,254 | $15.2M |
| Holocene Advisors, LP | 0.06% | New | 109,034 | $15.1M |
| Speece Thorson Capital Group Inc. | 2.90% | Reduce -15.8% | 108,520 | $15.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.5% | 108,329 | $15.0M |
| Gotham Asset Management | 0.22% | Add +19.0% | 104,815 | $14.5M |
| Victory Capital Management Inc. | 0.01% | Add +21.8% | 101,124 | $14.0M |
| Credit Suisse AG/ | 0.01% | Reduce -8.3% | 100,962 | $13.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +17.7% | 97,016 | $13.4M |
| HSBC Holdings PLC | 0.01% | Reduce -23.7% | 96,720 | $13.3M |
| American Century Companies Inc. | 0.01% | Reduce -42.3% | 87,547 | $12.1M |
| California State Teachers Retirement System | 0.02% | Add +0.3% | 87,458 | $12.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 85,286 | $11.8M |
| Shelton Capital Management | 0.34% | Add +21.2% | 85,218 | $11.8M |
| Teacher Retirement System of Texas | 0.07% | Add +9.9% | 84,273 | $11.6M |
| APG Asset Management N.V. | 0.02% | Add +78.1% | 81,961 | $10.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +2.3% | 74,600 | $10.3M |
| Bank of Montreal | 0.00% | Reduce -46.7% | 72,200 | $10.0M |
| Cubist Systematic Strategies, LLC | 0.11% | Reduce -50.0% | 68,138 | $9.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.2% | 66,630 | $9.2M |
| New York State Teachers Retirement System | 0.02% | Add +0.0% | 65,223 | $9.0M |
| Worldquant Millennium Advisors LLC | 0.11% | Reduce -48.8% | 65,005 | $9.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -32.5% | 64,527 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +31.7% | 63,066 | $8.7M |
| Citadel Advisors | 0.01% | Reduce -86.6% | 62,980 | $8.7M |
| National Philanthropic Trust | 0.19% | Add +0.0% | 62,948 | $8.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +13.4% | 61,570 | $8.5M |
| Bridgewater Associates | 0.04% | Reduce -46.2% | 59,651 | $8.2M |
| AustralianSuper Pty Ltd | 0.05% | Add +2.0% | 59,288 | $8.2M |
| Intech Investment Management LLC | 0.11% | Reduce -28.5% | 58,250 | $8.0M |
| Te Ahumairangi Investment Management Ltd | 1.38% | Reduce -12.3% | 57,438 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.4% | 56,145 | $7.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -93.0% | 55,852 | $7.7M |
| Prudential Financial Inc. | 0.01% | Reduce -4.8% | 50,755 | $7.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +290.2% | 46,406 | $6.4M |
| Marshall Wace, LLP | 0.01% | Reduce -89.5% | 46,040 | $6.4M |
| State of Wisconsin Investment Board | 0.02% | Add +62.8% | 46,027 | $6.4M |
| Ontario Teachers Pension Plan Board | 0.06% | Add +113.7% | 45,695 | $6.3M |
| Walleye Trading LLC | 0.10% | Reduce -28.3% | 45,516 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.6% | 45,094 | $6.2M |
| GHP Investment Advisors, Inc. | 0.31% | Reduce -1.5% | 44,946 | $6.2M |
| Inlet Private Wealth, LLC | 1.67% | Reduce -0.7% | 43,240 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +8.3% | 73,574 | $6.0M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -1.4% | 43,158 | $6.0M |
| Stolper Co | 2.11% | Reduce -0.1% | 42,462 | $5.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -19.4% | 42,172 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.7% | 42,118 | $5.8M |
| Sei Investments Co. | 0.01% | Add +21.3% | 41,952 | $5.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -77.4% | 41,030 | $5.7M |
| Equitable Trust Co. | 0.38% | Add +47.2% | 40,136 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -61.8% | 39,814 | $5.5M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.20% | Reduce -7.4% | 39,206 | $5.4M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -64.4% | 38,642 | $5.3M |
| Gabelli Funds LLC | 0.04% | Reduce -30.9% | 38,000 | $5.2M |
| Danske Bank A/S | 0.02% | — | 37,423 | $5.2M |
| Citigroup Inc. | 0.01% | Reduce -17.6% | 36,885 | $5.1M |
| Aviva PLC | 0.02% | Add +83.6% | 36,862 | $5.1M |
| Swiss Life Asset Management Ltd | 0.07% | Reduce -38.2% | 35,895 | $5.0M |
| Los Angeles Capital Management LLC | 0.02% | Add +644.1% | 34,993 | $4.8M |
| Raymond James & Associates | 0.00% | Add +0.7% | 34,608 | $4.8M |
| Comerica Bank | 0.02% | Add +41.4% | 34,431 | $4.8M |
| Voya Investment Management LLC | 0.01% | Reduce -4.7% | 33,500 | $4.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +30.1% | 32,188 | $4.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.8% | 31,458 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 30,974 | $4.3M |
| National Bank of Canada | 0.01% | Reduce -47.5% | 30,682 | $4.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.0% | 30,201 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.30% | Add +18.4% | 30,046 | $4.1M |
| Corient Private Wealth LP | 0.01% | Add +7.0% | 29,924 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1.0% | 29,870 | $4.1M |
| SG Americas Securities, LLC | 0.02% | Add +196.9% | 29,733 | $4.1M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -43.2% | 28,942 | $4.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +27.8% | 28,442 | $3.9M |
| L2 Asset Management, LLC | 1.29% | Add +2.5% | 28,353 | $3.9M |
| Wakefield Asset Management LLLP | 1.35% | Reduce -1.5% | 28,321 | $3.9M |
| Tudor Investment Corporation | 0.05% | Reduce -67.7% | 27,994 | $3.9M |
| Simplex Trading, LLC | 0.11% | Reduce -54.5% | 27,352 | $3.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -8.6% | 26,849 | $3.7M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 26,528 | $3.7M |
| Cannell & Spears LLC | 0.07% | New | 26,280 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 25,924 | $3.6M |
| First Citizens Bank & Trust Co. | 0.07% | Add +3.8% | 25,225 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.6% | 23,872 | $3.3M |
| Entropy Technologies, LP | 0.35% | Reduce -13.2% | 23,696 | $3.3M |
| Forsta Ap-Fonden | 0.03% | Add +50.3% | 23,600 | $3.3M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -16.5% | 23,046 | $3.2M |
| Achmea Investment Management B.V. | 0.06% | Add +689.3% | 22,155 | $3.1M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -14.7% | 22,080 | $3.0M |
| Brown Advisory Inc. | 0.00% | Reduce -5.4% | 21,554 | $3.0M |
| Bridgeway Capital Management, LLC | 0.06% | Add +65.0% | 21,450 | $3.0M |
| Macquarie Group Ltd. | 0.00% | No change | 21,446 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -16.8% | 21,196 | $2.9M |
| Royal London Asset Management Ltd. | 0.01% | Add +0.1% | 21,052 | $2.9M |
| Hussman Strategic Advisors, Inc. | 0.67% | New | 21,000 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +13.7% | 20,890 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.6% | 20,667 | $2.9M |
| FMR LLC | 0.00% | Reduce -80.4% | 20,664 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +154.8% | 20,042 | $2.8M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -7.7% | 19,358 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -27.8% | 19,176 | $2.6M |
| Mount Lucas Management LP | 0.88% | Reduce -8.4% | 19,029 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +175.5% | 18,937 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.8% | 18,818 | $2.6M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +6.7% | 18,671 | $2.6M |
| Resona Asset Management Co.,Ltd. | 0.02% | — | 18,547 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +418.4% | 18,420 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -58.6% | 18,071 | $2.5M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -94.7% | 17,753 | $2.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -0.9% | 17,338 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.2% | 17,214 | $2.4M |
| Globeflex Capital L P | 0.23% | Add +146.0% | 16,971 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | No change | 16,824 | $2.3M |
| LPL Financial LLC | 0.00% | Add +0.1% | 16,143 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.8% | 16,028 | $2.2M |
| State of Michigan Retirement System | 0.01% | No change | 15,939 | $2.2M |
| Toronto Dominion Bank | 0.00% | Reduce -47.3% | 15,781 | $2.2M |
| AXA S.A. | 0.01% | Reduce -16.4% | 15,747 | $2.2M |
| Fox Hill Wealth Management | 1.46% | Add +138.4% | 15,734 | $2.2M |
| Romano Brothers and Company | 0.30% | No change | 15,625 | $2.2M |
| Bayesian Capital Management, LP | 0.20% | Reduce -5.6% | 15,189 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 15,067 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.0% | 14,843 | $2.0M |
| American International Group, Inc. | 0.01% | Reduce -0.8% | 14,832 | $2.0M |
| IFM Investors Pty Ltd | 0.02% | Reduce -1.7% | 14,658 | $2.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -2.8% | 14,608 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 14,187 | $2.0M |
| Ostrum Asset Management | 0.15% | No change | 13,865 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +0.1% | 13,768 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -81.7% | 13,707 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -18.6% | 13,600 | $1.9M |
| Xponance LLC | 0.02% | Add +8.1% | 13,306 | $1.8M |
| PEAK6 Investments LLC | 0.09% | Reduce -37.6% | 13,250 | $1.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -3.3% | 13,184 | $1.8M |
| Epacria Capital Partners, LLC | 1.32% | No change | 13,091 | $1.8M |
| Graham Capital Management, L.P. | 0.09% | Add +350.2% | 12,958 | $1.8M |
| Promethos Capital, LLC | 1.05% | No change | 12,906 | $1.8M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +13.1% | 12,929 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -77.7% | 12,639 | $1.7M |
| Quantbot Technologies LP | 0.10% | New | 12,597 | $1.7M |
| Donoghue Forlines LLC | 0.49% | Reduce -5.3% | 12,452 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.15% | Reduce -71.6% | 12,420 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.3% | 12,316 | $1.7M |
| Rothschild Investment LLC | 0.12% | No change | 12,035 | $1.7M |
| Quantinno Capital Management LP | 0.04% | Add +16.9% | 11,911 | $1.6M |
| Retirement Systems of Alabama | 0.01% | Add +0.2% | 11,889 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 11,825 | $1.6M |
| STRS Ohio | 0.01% | Reduce -17.8% | 11,574 | $1.6M |
| Degroof Petercam Asset Management | 0.02% | Add +15.2% | 11,400 | $1.6M |
| Prudential PLC | 0.01% | Add +120.4% | 11,347 | $1.6M |
| Savant Capital, LLC | 0.02% | Add +204.8% | 11,264 | $1.6M |
| Texas Permanent School Fund Corp. | 0.01% | Add +5.6% | 11,133 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +46.6% | 11,129 | $1.5M |
| Sippican Capital Advisors | 1.19% | Reduce -28.8% | 11,125 | $1.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +13.3% | 11,039 | $1.5M |
| Nilsine Partners, LLC | 0.21% | Add +1.8% | 11,038 | $1.5M |
| Redwood Investment Management, LLC | 0.14% | New | 11,017 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.2% | 16,155 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +2335.6% | 10,741 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -30.7% | 10,731 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.6% | 10,201 | $1.4M |
| Sowell Financial Services LLC | 0.07% | Add +0.3% | 10,183 | $1.4M |
| Ossiam | 0.02% | Add +30.1% | 9,621 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Reduce -25.2% | 9,619 | $1.3M |
| Czech National Bank | 0.02% | Add +0.5% | 9,476 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Add +22.6% | 9,412 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +28.9% | 9,398 | $1.3M |
| Utah Retirement Systems | 0.02% | No change | 9,387 | $1.3M |
| Swedbank AB | 0.00% | No change | 9,294 | $1.3M |
| Tredje AP-fonden | 0.01% | No change | 8,983 | $1.2M |
| WINTON GROUP Ltd | 0.09% | Add +73.5% | 8,878 | $1.2M |
| Tidal Investments LLC | 0.02% | Reduce -14.3% | 8,755 | $1.2M |
| Korea Investment CORP | 0.00% | Add +3.0% | 8,719 | $1.2M |
| Caisse de depot et placement du Quebec | 0.00% | Add +331.4% | 8,710 | $1.2M |
| Martin Capital Advisors, LLP | 0.93% | No change | 8,628 | $1.2M |
| Cerity Partners LLC | 0.00% | New | 8,374 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +2.4% | 8,363 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.7% | 8,323 | $1.1M |
| Dumont & Blake Investment Advisors LLC | 0.33% | Add +2.1% | 8,290 | $1.1M |
| Cognios Beta Neutral Large Cap Fund, LP | 1.45% | No change | 8,086 | $1.1M |
| Basepoint Wealth LLC | 0.83% | Reduce -9.0% | 7,980 | $1.1M |
| Creative Planning | 0.00% | Reduce -1.7% | 7,903 | $1.1M |
| Wolverine Trading, LLC | 0.01% | Add +113.7% | 7,900 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -89.3% | 7,878 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 7,788 | $1.1M |
| Helios Capital Management Pte. Ltd. | 0.74% | No change | 7,600 | $1.0M |
| DNB Asset Management AS | 0.01% | Reduce -40.6% | 7,546 | $1.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Reduce -8.8% | 7,472 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +6.0% | 7,432 | $1.0M |
| UniSuper Management Pty Ltd | 0.01% | Add +619.4% | 7,323 | $1.0M |
| ProShare Advisors LLC | 0.00% | Reduce -2.6% | 7,269 | $1.0M |
| PGGM Investments | 0.01% | No change | 7,187 | $992K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.1% | 7,079 | $977K |
| Van Eck Associates Corp. | 0.00% | Reduce -57.6% | 7,044 | $972K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 6,954 | $960K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -51.4% | 6,926 | $956K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -51.4% | 6,926 | $956K |
| PDT Partners, LLC | 0.09% | New | 6,883 | $950K |
| Bank of Nova Scotia | 0.00% | Add +1.5% | 6,804 | $939K |
| ABLE Financial Group, LLC | 0.37% | Reduce -6.2% | 6,792 | $938K |
| Occudo Quantitative Strategies LP | 0.16% | Add +13.2% | 6,745 | $931K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.8% | 6,733 | $930K |
| Advisory Services Network, LLC | 0.02% | Add +82.7% | 6,715 | $927K |
| Centiva Capital, LP | 0.06% | Add +23.6% | 6,635 | $916K |
| Tiaa Trust, National Association | 0.00% | Add +0.2% | 6,568 | $907K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +2.9% | 6,486 | $895K |
| Whittier Trust Co. | 0.01% | Reduce -7.1% | 6,464 | $892K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.7% | 6,462 | $892K |
| Inspire Investing, LLC | 0.09% | New | 6,452 | $891K |
| Harvest Fund Management Co., Ltd | 0.08% | Add +1107.0% | 6,397 | $882K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 6,352 | $877K |
| Atlas Capital Advisors Inc. | 0.14% | Add +137.0% | 6,254 | $863K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -15.5% | 6,217 | $858K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.9% | 6,147 | $849K |
| Smith Group Asset Management, LLC | 0.05% | No change | 5,910 | $816K |
| Qtron Investments LLC | 0.12% | No change | 5,903 | $815K |
| Teza Capital Management LLC | 0.11% | Add +55.5% | 5,886 | $813K |
| Contravisory Investment Management, Inc. | 0.18% | Add +0.6% | 5,871 | $810K |
| Mariner, LLC | 0.00% | Reduce -4.4% | 5,851 | $808K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.4% | 5,844 | $806K |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 5,764 | $796K |
| Delta Financial Advisors LLC | 0.31% | No change | 5,755 | $794K |
| Bokf, NA | 0.01% | Add +286550.0% | 5,733 | $790K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +288.3% | 5,708 | $788K |
| Janus Henderson Group PLC | 0.00% | No change | 5,670 | $782K |
| Rafferty Asset Management, LLC | 0.00% | Add +1.4% | 5,561 | $768K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.5% | 5,455 | $753K |
| Cibc World Markets Corp. | 0.00% | Reduce -21.8% | 5,441 | $751K |
| Daiwa Securities Group Inc. | 0.00% | Add +11.0% | 5,332 | $736K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +8.5% | 5,289 | $730K |
| Atom Investors LP | 0.09% | Reduce -75.8% | 5,287 | $730K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +5.9% | 5,478 | $711K |
| Natixis | 0.00% | New | 5,131 | $708K |
| Cetera Investment Advisers | 0.00% | Add +65.3% | 5,123 | $707K |
| Oppenheimer & Co. Inc. | 0.01% | New | 5,095 | $703K |
| Strategic Advocates LLC | 0.27% | Reduce -6.3% | 5,014 | $692K |
| IHT Wealth Management, LLC | 0.03% | Add +51.1% | 4,946 | $683K |
| Scientech Research LLC | 0.36% | New | 4,915 | $679K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.6% | 4,873 | $673K |
| Kintegral Advisory, LLC | 0.07% | Reduce -0.3% | 4,856 | $670K |
| Radnor Capital Management, LLC | 0.11% | No change | 4,800 | $663K |
| Lifeworks Advisors, LLC | 0.19% | Reduce -15.5% | 4,800 | $663K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.9% | 4,789 | $661K |
| QRG Capital Management, Inc. | 0.01% | Add +0.3% | 4,680 | $646K |
| Mackenzie Financial Corp. | 0.00% | Add +4.7% | 4,670 | $645K |
| EHP Funds Inc. | 0.44% | New | 4,600 | $635K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -38.3% | 4,599 | $635K |
| Gulf International Bank (UK) Ltd | 0.02% | Add +0.9% | 4,548 | $627K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -4.9% | 4,526 | $625K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -6.8% | 4,516 | $623K |
| Ieq Capital, LLC | 0.01% | Add +68.3% | 4,505 | $622K |
| Acorn Financial Advisory Services Inc. | 0.12% | Reduce -9.5% | 4,437 | $612K |
| US Bancorp \de | 0.00% | Reduce -2.8% | 4,350 | $601K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +76.6% | 4,340 | $599K |
| Guggenheim Capital LLC | 0.00% | Add +9.2% | 4,339 | $599K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 4,329 | $598K |
| Maverick Capital | 0.01% | New | 4,305 | $594K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 4,290 | $592K |
| Abacus FCF Advisors LLC | 0.14% | New | 4,115 | $568K |
| ARS Wealth Advisors Group, LLC | 0.08% | No change | 4,100 | $566K |
| Kentucky Retirement Systems | 0.02% | Reduce -5.1% | 4,091 | $565K |
| City Holding Co. | 0.08% | Reduce -0.6% | 4,045 | $558K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,370 | $555K |
| iA Global Asset Management Inc. | 0.01% | Reduce -5.7% | 3,930 | $543K |
| MAI Capital Management | 0.01% | Add +1.6% | 3,789 | $523K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +58.5% | 3,782 | $522K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.4% | 3,778 | $521K |
| Praxis Investment Management Inc. | 0.03% | No change | 3,750 | $518K |
| Johnson Investment Counsel Inc. | 0.01% | New | 3,691 | $510K |
| Meitav Investment House Ltd. | 0.01% | New | 3,673 | $507K |
| Captrust Financial Advisors | 0.00% | Reduce -17.7% | 3,505 | $484K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,500 | $483K |
| HUB Investment Partners, LLC | 0.03% | No change | 3,500 | $483K |
| Hartford Investment Management Co. | 0.02% | Reduce -4.2% | 3,490 | $482K |
| Qsemble Capital Management, LP | 0.10% | New | 3,422 | $472K |
| Virtus Investment Advisers, LLC | 0.34% | Reduce -7.9% | 3,324 | $459K |
| Fox Run Management, L.L.C. | 0.10% | New | 3,321 | $458K |
| John W. Brooker & Co., CPAs | 0.24% | No change | 3,266 | $451K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 3,185 | $440K |
| M&T Bank Corp | 0.00% | Reduce -2.3% | 3,177 | $439K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.6% | 3,156 | $436K |
| Securian Asset Management, Inc. | 0.01% | Reduce -7.2% | 3,132 | $432K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.0% | 3,113 | $430K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -6.1% | 3,100 | $428K |
| Banco Santander, S.A. | 0.01% | New | 3,058 | $422K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,050 | $421K |
| NWF Advisory Services Inc. | 0.07% | No change | 3,029 | $418K |
| Credit Agricole S A | 0.01% | Add +117.2% | 3,310 | $417K |
| Performance Wealth Partners, LLC | 0.02% | No change | 3,000 | $414K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 3,000 | $414K |
| ClearAlpha Technologies LP | 0.18% | Reduce -37.8% | 2,983 | $412K |
| Range Financial Group LLC | 0.21% | New | 2,947 | $407K |
| Empowered Funds, LLC | 0.01% | New | 2,924 | $404K |
| Corton Capital Inc. | 0.15% | Reduce -27.4% | 2,905 | $401K |
| Keybank National Association | 0.00% | Add +0.8% | 2,903 | $401K |
| Shell Asset Management Co. | 0.02% | Reduce -41.0% | 2,879 | $399K |
| Gateway Advisory, LLC | 0.07% | Add +24.3% | 2,842 | $392K |
| CreativeOne Wealth, LLC | 0.02% | New | 2,806 | $387K |
| Convergence Investment Partners, LLC | 0.15% | New | 2,747 | $379K |
| Stevens Capital Management LP | 0.07% | Reduce -19.3% | 2,736 | $378K |
| Plato Investment Management Ltd | 0.04% | New | 2,729 | $377K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.6% | 2,720 | $375K |
| Meiji Yasuda Life Insurance Co | 0.01% | Reduce -38.2% | 2,720 | $375K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 2,700 | $373K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -6.9% | 2,686 | $371K |
| Wellington Management Group LLP | 0.00% | Reduce -7.0% | 2,655 | $367K |
| First Trust Direct Indexing L.P. | 0.03% | Add +3.9% | 2,590 | $358K |
| Hollencrest Capital Management | 0.02% | No change | 2,589 | $357K |
| Alps Advisors Inc. | 0.00% | New | 2,560 | $353K |
| V-Square Quantitative Management LLC | 0.05% | No change | 2,524 | $348K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 2,460 | $340K |
| Pearl River Capital, LLC | 0.05% | Reduce -88.7% | 2,445 | $338K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 2,417 | $334K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +11.9% | 2,377 | $328K |
| Freedom Investment Management, Inc. | 0.03% | Add +4.1% | 2,358 | $326K |
| Vontobel Holding Ltd. | 0.00% | Reduce -15.0% | 2,355 | $325K |
| Burney Co./ | 0.01% | Reduce -17.7% | 2,354 | $325K |
| Gsa Capital Partners LLP | 0.03% | New | 2,311 | $319K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 2,289 | $316K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -22.9% | 2,264 | $313K |
| Empirical Finance, LLC | 0.02% | Add +2.8% | 2,202 | $304K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -1.0% | 2,171 | $300K |
| Two Sigma Investments, LP | 0.00% | Reduce -96.0% | 2,101 | $290K |
| Cwm, LLC | 0.00% | Add +35.5% | 2,083 | $288K |
| Walleye Capital LLC | 0.00% | Reduce -86.5% | 2,065 | $285K |
| Mirabella Financial Services LLP | 0.02% | New | 2,007 | $277K |
| Meritage Group LP | 0.01% | New | 2,007 | $277K |
| Ethic Inc. | 0.01% | Reduce -9.5% | 2,005 | $277K |
| Connectus Wealth, LLC | 0.01% | No change | 2,000 | $276K |
| Pitcairn Co. | 0.02% | New | 1,915 | $264K |
| Greenleaf Trust | 0.00% | New | 1,891 | $261K |
| Norinchukin Bank, The | 0.01% | New | 1,874 | $259K |
| Personal Cfo Solutions, LLC | 0.04% | New | 1,847 | $255K |
| Edgestream Partners, L.P. | 0.01% | Reduce -41.8% | 1,794 | $248K |
| Banque Pictet & Cie SA | 0.00% | Reduce -33.5% | 1,794 | $248K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -7.3% | 1,778 | $245K |
| Checchi Capital Advisers, LLC | 0.02% | New | 1,771 | $244K |
| Hamilton Wealth, LLC | 0.08% | New | 1,760 | $243K |
| Coastline Trust Co | 0.03% | Reduce -15.9% | 1,750 | $242K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 1,750 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -40.7% | 1,741 | $240K |
| Metis Global Partners, LLC | 0.01% | New | 1,728 | $239K |
| Deseret Mutual Benefit Administrators | 0.12% | Add +7.5% | 1,709 | $236K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 1,709 | $236K |
| Blair William & Co. | 0.00% | Reduce -30.6% | 1,700 | $235K |
| Caxton Associates LP | 0.02% | New | 1,688 | $233K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 1,676 | $231K |
| Jump Financial, LLC | 0.01% | Reduce -73.4% | 1,669 | $230K |
| Machina Capital S.A.S. | 0.12% | New | 1,659 | $229K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 1,654 | $228K |
| Todd Asset Management LLC | 0.00% | New | 1,629 | $225K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 1,629 | $225K |
| Paloma Partners Management Co | 0.05% | New | 1,626 | $224K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 1,625 | $224K |
| Cozad Asset Management Inc. | 0.02% | New | 1,603 | $221K |
| Sivia Capital Partners, LLC | 0.15% | New | 1,594 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.8% | 2,308 | $218K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,580 | $218K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,561 | $215K |
| Wedmont Private Capital | 0.02% | New | 1,605 | $215K |
| Creative Financial Designs Inc. | 0.02% | Reduce -52.8% | 1,529 | $211K |
| Dopkins Wealth Management, LLC | 0.12% | New | 1,500 | $207K |
| Peregrine Asset Advisers, Inc. | 0.08% | New | 1,500 | $207K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,500 | $205K |
| Panoramic Investment Advisors, LLC | 0.15% | New | 1,473 | $203K |
| Bridgefront Capital, LLC | 0.15% | New | 1,468 | $203K |
| Prelude Capital Management, LLC | 0.01% | New | 1,456 | $201K |
| Rakuten Investment Management, Inc. | 0.00% | Add +986.6% | 1,456 | $201K |
| North Star Investment Management Corp. | 0.01% | No change | 1,390 | $192K |
| CI Investments Inc. | 0.00% | Reduce -13.9% | 1,356 | $187K |
| Estabrook Capital Management | 0.03% | No change | 1,325 | $183K |
| UMB Bank, n.a. | 0.00% | Reduce -84.4% | 1,278 | $176K |
| Vestcor Inc | 0.01% | Reduce -0.7% | 1,265 | $175K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -1.9% | 1,265 | $175K |
| Tacita Capital Inc | 0.12% | No change | 1,250 | $173K |
| Anchor Investment Management, LLC | 0.02% | Reduce -36.1% | 1,195 | $165K |
| Groupama Asset Managment | 0.00% | Add +3.6% | 1,194 | $165K |
| Horizon Investments, LLC | 0.00% | Reduce -5.0% | 1,175 | $162K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.2% | 1,044 | $144K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +1.9% | 935 | $129K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +353.4% | 857 | $119K |
| Huntington National Bank | 0.00% | Reduce -1.6% | 846 | $117K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +17.6% | 837 | $116K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -12.1% | 828 | $114K |
| CENTRAL TRUST Co | 0.00% | Reduce -39.4% | 772 | $107K |
| Signaturefd, LLC | 0.00% | Add +60.5% | 751 | $104K |
| Covestor Ltd | 0.06% | Reduce -18.0% | 723 | $100K |
| Meeder Asset Management Inc. | 0.01% | Reduce -72.5% | 710 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.8% | 690 | $95K |
| GAMMA Investing LLC | 0.02% | Add +18.8% | 657 | $91K |
| Mather Group, Llc. | 0.00% | New | 857 | $90K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 621 | $86K |
| Quent Capital, LLC | 0.01% | Add +21.0% | 581 | $80K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.3% | 563 | $78K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 558 | $77K |
| State of Wyoming | 0.01% | Reduce -64.9% | 513 | $71K |
| Quadrant Capital Group LLC | 0.01% | Add +0.8% | 496 | $68K |
| Leonteq Securities AG | 0.01% | Reduce -48.2% | 482 | $67K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 450 | $62K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.8% | 412 | $57K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 400 | $55K |
| Parallel Advisors, LLC | 0.00% | Add +15.7% | 369 | $51K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 360 | $50K |
| Zions Bancorporation, N.A. | 0.00% | Add +2464.3% | 359 | $50K |
| Lindbrook Capital, LLC | 0.00% | Add +4.2% | 347 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 351 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.0% | 319 | $44K |
| Principal Securities, Inc. | 0.00% | Reduce -10.8% | 313 | $43K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $41K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.6% | 295 | $41K |
| NFSG Corp | 0.02% | Reduce -4.2% | 273 | $38K |
| Sentry Investment Management LLC | 0.01% | No change | 270 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 250 | $35K |
| Smartleaf Asset Management LLC | 0.01% | Add +908.0% | 252 | $34K |
| Quarry LP | 0.01% | Add +1.2% | 247 | $34K |
| Assetmark, Inc. | 0.00% | Reduce -4.8% | 238 | $33K |
| Denali Advisors LLC | 0.01% | No change | 205 | $28K |
| HM Payson & Co. | 0.00% | No change | 200 | $28K |
| IFP Advisors, Inc | 0.00% | Reduce -35.7% | 187 | $26K |
| Versant Capital Management, Inc | 0.01% | No change | 171 | $24K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 169 | $23K |
| First Manhattan Co. Llc. | 0.00% | No change | 163 | $23K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 160 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.9% | 154 | $21K |
| Blue Trust, Inc. | 0.00% | Reduce -19.9% | 133 | $18K |
| Sandy Spring Bank | 0.00% | New | 129 | $18K |
| Fortitude Family Office, LLC | 0.01% | No change | 128 | $18K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -0.8% | 125 | $17K |
| Global Assets Advisory, LLC | 0.01% | New | 124 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 110 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +30.1% | 108 | $15K |
| Johnson Financial Group, Inc. | 0.00% | No change | 107 | $15K |
| Group One Trading LLC | 0.00% | Reduce -99.6% | 104 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | Add +197.1% | 101 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -46.5% | 100 | $14K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 100 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $14K |
| Godsey & Gibb, Inc. | 0.00% | No change | 100 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 98 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -16.4% | 97 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +26.7% | 95 | $13K |
| Avior Wealth Management, LLC | 0.00% | New | 86 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +3.7% | 85 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.6% | 76 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 75 | $10K |
| Bank of New Hampshire | 0.00% | No change | 75 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $10K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 66 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 54 | $7K |
| VitalStone Financial, LLC | 0.01% | New | 54 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 50 | $7K |
| TFC Financial Management, Inc. | 0.00% | Add +512.5% | 49 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 48 | $7K |
| Harbour Investments, Inc. | 0.00% | Add +683.3% | 47 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 44 | $6K |
| Allworth Financial LP | 0.00% | No change | 44 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +9.5% | 46 | $6K |
| Capstone Investment Advisors, LLC | 0.00% | New | 41 | $6K |
| Kelly Financial Services LLC | 0.00% | No change | 40 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 37 | $5K |
| CKW Financial Group | 0.00% | No change | 35 | $5K |
| Abound Wealth Management | 0.00% | Reduce -5.4% | 35 | $5K |
| Balefire, LLC | 0.00% | No change | 35 | $5K |
| Sachetta, LLC | 0.00% | No change | 40 | $4K |
| LRI Investments, LLC | 0.00% | — | 25 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 24 | $3K |
| Red Tortoise LLC | 0.00% | No change | 23 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -13.0% | 20 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 19 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 18 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $2K |
| RFP Financial Group LLC | 0.00% | Reduce -61.5% | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| MCF Advisors LLC | 0.00% | No change | 13 | $2K |
| Retirement Group, LLC | 0.00% | New | 10 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 8 | $1K |
| GW&K Investment Management, LLC | 0.00% | No change | 7 | $1K |
| True Wealth Design, LLC | 0.00% | Add +75.0% | 7 | $967 |
| AlphaQuest LLC | 0.00% | Reduce -99.0% | 7 | $966 |
| Colonial Trust Advisors | 0.00% | Reduce -58.8% | 7 | $966 |
| Manchester Capital Management LLC | 0.00% | Add +25.0% | 5 | $691 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 4 | $504 |
| Dunhill Financial, LLC | 0.00% | Add +33.3% | 4 | $494 |
| WR Wealth Planners, LLC | 0.00% | New | 3 | $414 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -62.5% | 3 | $372 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $138 |
| Larson Financial Group LLC | 0.00% | Reduce -98.0% | 1 | $138 |
"% of holder's portfolio" is DVA's weight in each manager's 13F, not the share of Davita Inc. the manager owns.