DavitaDVA
13F holders, Q2 2024 (June 30)560holders +16
76new positions
59sold out
12famous investors
$138.47avg. 13F price*
At the end of Q2 2024, 560 institutions reported holding Davita Inc. (DVA) in their 13F filings, up 16 from Q1 2024. 76 opened new positions and 59 sold out. The largest holders were Berkshire Hathaway ($5.0B), Vanguard Group Inc. ($854.7M) and BlackRock Inc. ($684.7M). 12 famous investors held it, including Warren Buffett (1.8% of Berkshire Hathaway's portfolio), John W. Rogers Jr. (0.5% of Ariel Investments's portfolio) and Joel Greenblatt (0.1% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $230.9M |
| Exits | 59 | $112.8M |
All 13F filers, Q1 2024 → Q2 2024: 3,750,500 shares bought and 5,480,138 shares sold, net −1,729,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 560 holders
| Berkshire Hathaway | 1.79% | No change | 36,095,570 | $5.0B |
| Vanguard Group Inc. | 0.02% | Reduce -1.6% | 6,167,972 | $854.7M |
| BlackRock Inc. | 0.02% | Add +4.2% | 4,941,175 | $684.7M |
| State Street Corp. | 0.02% | Reduce -1.5% | 2,543,131 | $352.4M |
| Invesco Ltd. | 0.04% | Reduce -5.1% | 1,437,119 | $199.1M |
| Morgan Stanley | 0.01% | Add +7.6% | 1,308,011 | $181.3M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.1% | 1,258,445 | $173.9M |
| 8 Knots Management, LLC | 15.78% | No change | 1,179,633 | $163.5M |
| LSV Asset Management | 0.33% | Reduce -2.9% | 1,084,629 | $150.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.9% | 982,015 | $136.1M |
| Northern Trust Corp. | 0.02% | Reduce -1.0% | 724,694 | $100.4M |
| Gates Capital Management, Inc. | 3.01% | Reduce -5.4% | 721,203 | $99.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 546,632 | $75.7M |
| Allianz Asset Management GmbH | 0.12% | Reduce -8.2% | 538,674 | $74.6M |
| JPMorgan Chase & Co. | 0.01% | Add +29.3% | 517,062 | $71.6M |
| Citadel Advisors | 0.07% | Add +715.6% | 513,663 | $71.2M |
| Doma Perpetual Capital Management LLC | 32.36% | Reduce -0.4% | 503,628 | $69.8M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 452,644 | $62.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.5% | 446,506 | $61.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +39.4% | 419,528 | $58.1M |
| Harvard Management Co. Inc. | 3.35% | New | 397,744 | $55.1M |
| HRT Financial LP | 0.30% | New | 383,837 | $53.2M |
| Ariel Investments | 0.54% | Reduce -41.6% | 359,604 | $49.8M |
| Legal & General Group Plc | 0.01% | Reduce -6.1% | 353,932 | $49.0M |
| Nordea Investment Management AB | 0.05% | Reduce -4.5% | 301,408 | $42.5M |
| Norges Bank | 0.01% | Reduce -9.3% | 294,528 | $40.8M |
| Amundi | 0.01% | Reduce -46.5% | 282,636 | $39.0M |
| Jane Street Group, LLC | 0.04% | Add +1906.6% | 275,045 | $38.1M |
| Wedge Capital Management L L P | 0.67% | Reduce -18.5% | 272,524 | $37.8M |
| Lazard Asset Management LLC | 0.05% | Add +1.3% | 260,291 | $36.1M |
| First Trust Advisors LP | 0.04% | Add +24.0% | 253,449 | $35.1M |
| KBC Group NV | 0.10% | Add +73.4% | 246,269 | $34.1M |
| Deutsche Bank AG | 0.01% | Reduce -1.7% | 236,191 | $32.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -41.8% | 235,650 | $32.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 229,032 | $31.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +5.3% | 215,266 | $29.8M |
| Woodline Partners LP | 0.29% | New | 214,811 | $29.8M |
| Barclays PLC | 0.01% | Reduce -16.4% | 208,553 | $28.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.9% | 205,068 | $28.4M |
| Andra AP-fonden | 0.45% | Add +8.9% | 192,300 | $26.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -4.9% | 189,783 | $26.3M |
| Aberdeen Group plc | 0.05% | Add +4.1% | 186,885 | $25.9M |
| Swiss National Bank | 0.02% | Reduce -3.7% | 158,100 | $21.9M |
| Rhumbline Advisers | 0.02% | Reduce -3.1% | 157,743 | $21.9M |
| D. E. Shaw & Co. | 0.03% | Reduce -66.8% | 147,043 | $20.4M |
| Federated Hermes, Inc. | 0.04% | Reduce -2.7% | 131,649 | $18.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -52.0% | 125,080 | $17.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -8.1% | 123,885 | $17.2M |
| Renaissance Technologies | 0.03% | Reduce -53.0% | 119,200 | $16.5M |
| UBS Group AG | 0.00% | Reduce -7.9% | 114,178 | $15.8M |
| California Public Employees Retirement System | 0.01% | Reduce -0.1% | 113,165 | $15.7M |
| Storebrand Asset Management As | 0.05% | Add +1.9% | 112,320 | $15.6M |
| Pinebridge Investments, L.P. | 0.12% | Reduce -42.0% | 109,471 | $15.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +70.0% | 107,193 | $14.9M |
| Speece Thorson Capital Group Inc. | 3.01% | Reduce -2.0% | 106,380 | $14.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 106,111 | $14.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +5.4% | 102,272 | $14.2M |
| Bank of Montreal | 0.00% | Add +27.6% | 92,109 | $13.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +44.7% | 93,384 | $12.9M |
| HSBC Holdings PLC | 0.01% | Reduce -4.2% | 92,644 | $12.9M |
| Schroder Investment Management Group | 0.01% | New | 91,896 | $12.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.7% | 90,356 | $12.5M |
| Jefferies Financial Group Inc. | 0.26% | New | 88,187 | $12.2M |
| California State Teachers Retirement System | 0.01% | Reduce -0.0% | 87,439 | $12.1M |
| Railway Pension Investments Ltd | 0.14% | Reduce -33.5% | 87,256 | $12.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 87,230 | $12.1M |
| Bridgewater Associates | 0.06% | Add +35.3% | 80,698 | $11.2M |
| Citigroup Inc. | 0.01% | Add +104.2% | 75,307 | $10.4M |
| APG Asset Management N.V. | 0.02% | Reduce -3.9% | 78,757 | $10.2M |
| Jupiter Asset Management Ltd. | 0.09% | Reduce -62.0% | 71,168 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +308.1% | 70,254 | $9.7M |
| American Century Companies Inc. | 0.01% | Reduce -20.3% | 69,772 | $9.7M |
| Point72 Asset Management | 0.03% | New | 69,388 | $9.6M |
| AQR Capital Management | 0.01% | Reduce -56.6% | 68,523 | $9.5M |
| National Philanthropic Trust | 0.17% | Reduce -0.0% | 62,931 | $8.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.7% | 62,815 | $8.7M |
| Gotham Asset Management | 0.11% | Reduce -40.7% | 62,147 | $8.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.1% | 61,604 | $8.5M |
| Hennessy Advisors Inc. | 0.32% | New | 60,900 | $8.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.8% | 60,144 | $8.3M |
| Tobam | 1.30% | Reduce -48.7% | 59,836 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -19.6% | 59,119 | $8.2M |
| Teacher Retirement System of Texas | 0.05% | Reduce -30.4% | 58,675 | $8.1M |
| Shelton Capital Management | 0.21% | Reduce -34.3% | 56,018 | $7.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -0.2% | 55,757 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +207.2% | 55,513 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 54,757 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +16.8% | 53,759 | $7.4M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +19.9% | 51,752 | $7.2M |
| Assenagon Asset Management S.A. | 0.02% | Add +29.6% | 50,096 | $6.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.11% | Add +412.3% | 49,279 | $6.8M |
| Te Ahumairangi Investment Management Ltd | 1.27% | Reduce -17.1% | 47,637 | $6.6M |
| GHP Investment Advisors, Inc. | 0.31% | Add +0.8% | 45,306 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.3% | 45,244 | $6.3M |
| Prudential Financial Inc. | 0.01% | Reduce -11.7% | 44,798 | $6.2M |
| Stolper Co | 2.10% | Add +1.3% | 43,012 | $6.0M |
| Inlet Private Wealth, LLC | 1.63% | Reduce -0.7% | 42,940 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.2% | 41,096 | $5.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -2.8% | 40,999 | $5.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.5% | 40,633 | $5.6M |
| Equitable Trust Co. | 0.38% | Reduce -0.0% | 40,131 | $5.6M |
| Swiss Life Asset Management Ltd | 0.06% | Add +10.0% | 39,477 | $5.5M |
| Gabelli Funds LLC | 0.04% | No change | 38,000 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +24.9% | 37,365 | $5.2M |
| Squarepoint Ops LLC | 0.02% | Add +75.6% | 37,223 | $5.2M |
| Nisa Investment Advisors, LLC | 0.03% | Add +26.8% | 36,694 | $5.1M |
| Treasurer of the State of North Carolina | 0.02% | Add +11.7% | 35,956 | $5.0M |
| Voya Investment Management LLC | 0.01% | Add +4.2% | 34,896 | $4.8M |
| Mount Lucas Management LP | 1.68% | Add +79.4% | 34,133 | $4.7M |
| Forsta Ap-Fonden | 0.04% | Add +44.5% | 34,100 | $4.7M |
| Sei Investments Co. | 0.01% | Reduce -18.8% | 34,061 | $4.7M |
| Patton Fund Management, Inc. | 0.98% | New | 33,567 | $4.7M |
| National Bank of Canada | 0.01% | Add +8.7% | 33,356 | $4.6M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.15% | Reduce -16.2% | 32,862 | $4.6M |
| Danske Bank A/S | 0.02% | Reduce -14.0% | 32,168 | $4.5M |
| SG Americas Securities, LLC | 0.03% | Add +3.7% | 30,834 | $4.3M |
| Knights of Columbus Asset Advisors LLC | 0.27% | Add +0.8% | 30,288 | $4.2M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -5.0% | 29,881 | $4.1M |
| Comerica Bank | 0.02% | Reduce -13.2% | 29,873 | $4.1M |
| Intech Investment Management LLC | 0.05% | Reduce -48.8% | 29,801 | $4.1M |
| J. Safra Sarasin Holding AG | 0.07% | — | 29,221 | $4.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.0% | 28,697 | $4.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +6.8% | 28,673 | $4.0M |
| Promethos Capital, LLC | 1.49% | Add +120.0% | 28,396 | $3.9M |
| ING Groep NV | 0.02% | New | 28,063 | $3.9M |
| Wakefield Asset Management LLLP | 1.34% | Reduce -2.6% | 27,594 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.5% | 27,036 | $3.7M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 26,528 | $3.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -43.3% | 26,306 | $3.6M |
| Cannell & Spears LLC | 0.08% | No change | 26,280 | $3.6M |
| AXA S.A. | 0.01% | Add +66.8% | 26,268 | $3.6M |
| L2 Asset Management, LLC | 1.05% | Reduce -11.7% | 25,051 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 23,514 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +16.8% | 23,399 | $3.2M |
| FMR LLC | 0.00% | Add +13.0% | 23,345 | $3.2M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -0.1% | 23,015 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -13.5% | 22,426 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +7.2% | 22,393 | $3.1M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -11.6% | 22,295 | $3.1M |
| Tudor Investment Corporation | 0.03% | Reduce -20.8% | 22,183 | $3.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -22.0% | 22,172 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.1% | 21,720 | $3.0M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -2.3% | 21,580 | $3.0M |
| PDT Partners, LLC | 0.28% | Add +210.6% | 21,381 | $3.0M |
| Millennium Management | 0.00% | New | 21,248 | $2.9M |
| Chase Investment Counsel Corp. | 1.04% | New | 21,172 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.5% | 21,123 | $2.9M |
| Brown Advisory Inc. | 0.00% | Reduce -2.0% | 21,115 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 20,946 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +13.8% | 20,959 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -3.9% | 20,605 | $2.9M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -3.5% | 20,305 | $2.8M |
| Seven Eight Capital, LP | 0.29% | New | 20,146 | $2.8M |
| OMERS ADMINISTRATION Corp | 0.03% | New | 19,514 | $2.7M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +1.4% | 18,931 | $2.6M |
| Hussman Strategic Advisors, Inc. | 0.72% | Reduce -10.0% | 18,900 | $2.6M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -3.2% | 18,743 | $2.6M |
| Curated Wealth Partners LLC | 0.36% | — | 18,535 | $2.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +0.3% | 17,391 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -9.7% | 17,319 | $2.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -7.9% | 17,086 | $2.4M |
| Globeflex Capital L P | 0.25% | No change | 16,971 | $2.4M |
| Worldquant Millennium Advisors LLC | 0.02% | Reduce -73.9% | 16,941 | $2.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 16,700 | $2.3M |
| Korea Investment CORP | 0.01% | Add +86.0% | 16,219 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -53.3% | 16,178 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +8.5% | 16,111 | $2.2M |
| Chapin Davis, Inc. | 0.76% | New | 16,075 | $2.2M |
| Prudential PLC | 0.02% | Add +40.8% | 15,980 | $2.2M |
| Fox Hill Wealth Management | 1.33% | No change | 15,734 | $2.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.09% | Add +109.3% | 15,642 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 15,629 | $2.2M |
| Quantinno Capital Management LP | 0.04% | Add +30.6% | 15,554 | $2.2M |
| Cerity Partners LLC | 0.01% | Add +84.8% | 15,479 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.5% | 15,461 | $2.1M |
| Romano Brothers and Company | 0.30% | Reduce -1.3% | 15,425 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -4.4% | 15,239 | $2.1M |
| Achmea Investment Management B.V. | 0.04% | Reduce -31.9% | 15,083 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -5.8% | 14,873 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Add +1.5% | 14,823 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -2.2% | 14,736 | $2.0M |
| IFM Investors Pty Ltd | 0.02% | No change | 14,658 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.4% | 14,601 | $2.0M |
| Man Group plc | 0.01% | Reduce -89.0% | 14,525 | $2.0M |
| Dumont & Blake Investment Advisors LLC | 0.28% | Add +70.7% | 14,150 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | — | 14,065 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +2.0% | 14,046 | $1.9M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +6.1% | 13,721 | $1.9M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -69.6% | 13,882 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Add +3.3% | 13,623 | $1.9M |
| Advisors Asset Management, Inc. | 0.04% | Add +44.2% | 13,554 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +18.9% | 13,227 | $1.8M |
| Epacria Capital Partners, LLC | 1.34% | No change | 13,091 | $1.8M |
| Brevan Howard Capital Management LP | 0.12% | New | 13,070 | $1.8M |
| Bank of Nova Scotia | 0.00% | Add +90.8% | 12,984 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -39.6% | 12,950 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +25.9% | 12,819 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.8% | 12,790 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +82.8% | 12,306 | $1.7M |
| Xponance LLC | 0.02% | Reduce -7.8% | 12,265 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Reduce -10.3% | 12,200 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.2% | 12,050 | $1.7M |
| Rothschild Investment LLC | 0.12% | Add +0.1% | 12,041 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.8% | 12,037 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 11,994 | $1.7M |
| Maverick Capital | 0.03% | Add +168.4% | 11,553 | $1.6M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.02% | — | 11,539 | $1.6M |
| Credit Agricole S A | 0.01% | Add +247.4% | 11,499 | $1.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -4.0% | 11,413 | $1.6M |
| Nomura Holdings Inc. | 0.01% | New | 11,385 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.9% | 11,365 | $1.6M |
| Mission Wealth Management, LP | 0.04% | New | 11,230 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 11,155 | $1.5M |
| Nilsine Partners, LLC | 0.21% | Add +0.0% | 11,040 | $1.5M |
| Sippican Capital Advisors | 1.21% | Reduce -1.2% | 10,994 | $1.5M |
| Savant Capital, LLC | 0.02% | Reduce -2.5% | 10,983 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 10,766 | $1.5M |
| STRS Ohio | 0.01% | Reduce -7.5% | 10,712 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +146.5% | 10,694 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.9% | 10,527 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.9% | 9,898 | $1.5M |
| Donoghue Forlines LLC | 0.41% | Reduce -17.4% | 10,286 | $1.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +58.5% | 10,280 | $1.4M |
| Czech National Bank | 0.02% | Add +4.1% | 9,861 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Add +3.9% | 9,783 | $1.4M |
| Harvest Fund Management Co., Ltd | 0.10% | Add +52.3% | 9,743 | $1.4M |
| Redwood Investment Management, LLC | 0.12% | Reduce -9.6% | 9,958 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.5% | 9,543 | $1.3M |
| Centiva Capital, LP | 0.06% | Add +42.1% | 9,431 | $1.3M |
| Swedbank AB | 0.00% | No change | 9,294 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Add +23.1% | 9,018 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +33.5% | 8,961 | $1.2M |
| Tredje AP-fonden | 0.01% | Reduce -1.5% | 8,848 | $1.2M |
| Quadrature Capital Ltd | 0.02% | New | 8,814 | $1.2M |
| Creekmur Asset Management LLC | 0.31% | New | 8,689 | $1.2M |
| Martin Capital Advisors, LLP | 0.90% | No change | 8,628 | $1.2M |
| Creative Planning | 0.00% | Add +5.0% | 8,297 | $1.1M |
| Utah Retirement Systems | 0.01% | Reduce -11.7% | 8,287 | $1.1M |
| Virtu Financial LLC | 0.08% | New | 8,229 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +4.3% | 8,125 | $1.1M |
| Ossiam | 0.02% | Reduce -15.8% | 8,104 | $1.1M |
| Paloma Partners Management Co | 0.12% | Add +391.0% | 7,983 | $1.1M |
| Kintegral Advisory, LLC | 0.11% | Add +63.9% | 7,961 | $1.1M |
| DNB Asset Management AS | 0.01% | Add +5.2% | 7,936 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -8.5% | 7,652 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Reduce -14.3% | 7,611 | $1.1M |
| Helios Capital Management Pte. Ltd. | 0.69% | No change | 7,600 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +3.7% | 7,537 | $1.0M |
| Meridian Wealth Management, LLC | 0.12% | New | 7,268 | $1.0M |
| PGGM Investments | 0.01% | No change | 7,187 | $996K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.1% | 7,129 | $988K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 6,954 | $964K |
| Panagora Asset Management Inc. | 0.00% | Reduce -59.0% | 6,896 | $956K |
| Cibc World Markets Corp. | 0.01% | Add +25.0% | 6,800 | $942K |
| LBP Am SA | 0.04% | New | 6,623 | $918K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.2% | 6,555 | $908K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -7.6% | 6,540 | $906K |
| Inceptionr LLC | 0.26% | New | 6,523 | $904K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.6% | 6,492 | $900K |
| Whittier Trust Co. | 0.01% | No change | 6,464 | $896K |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.7% | 6,418 | $889K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.5% | 6,200 | $859K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -10.5% | 6,200 | $859K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +26.7% | 6,068 | $841K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +39.8% | 6,066 | $841K |
| Basepoint Wealth LLC | 0.66% | Reduce -24.0% | 6,062 | $840K |
| Mariner, LLC | 0.00% | Add +2.2% | 5,979 | $829K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +57.2% | 5,944 | $824K |
| Private Advisory Group LLC | 0.11% | New | 5,942 | $823K |
| Pacer Advisors, Inc. | 0.00% | Reduce -99.7% | 5,921 | $820K |
| Qtron Investments LLC | 0.12% | No change | 5,903 | $818K |
| FIL Ltd | 0.00% | New | 5,861 | $812K |
| Smith Group Asset Management, LLC | 0.07% | Reduce -0.8% | 5,860 | $812K |
| Daiwa Securities Group Inc. | 0.00% | Add +9.5% | 5,839 | $809K |
| Contravisory Investment Management, Inc. | 0.18% | Reduce -1.4% | 5,791 | $802K |
| Bokf, NA | 0.01% | Add +0.5% | 5,761 | $798K |
| Delta Financial Advisors LLC | 0.31% | No change | 5,755 | $797K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.6% | 5,742 | $796K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 5,699 | $790K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.7% | 5,629 | $780K |
| Rafferty Asset Management, LLC | 0.00% | Add +1.1% | 5,622 | $779K |
| Inspire Investing, LLC | 0.09% | Reduce -13.1% | 5,608 | $777K |
| Van Eck Associates Corp. | 0.00% | Reduce -21.0% | 5,562 | $771K |
| Convergence Investment Partners, LLC | 0.22% | Add +99.2% | 5,472 | $758K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.1% | 5,463 | $757K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 5,443 | $754K |
| Janus Henderson Group PLC | 0.00% | Reduce -4.9% | 5,390 | $747K |
| Aviva PLC | 0.00% | Reduce -85.5% | 5,363 | $743K |
| Atlas Capital Advisors Inc. | 0.10% | Reduce -14.3% | 5,361 | $743K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.9% | 5,295 | $734K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.1% | 5,293 | $733K |
| IHT Wealth Management, LLC | 0.03% | Add +6.9% | 5,286 | $733K |
| MML Investors Services, LLC | 0.00% | Reduce -17.6% | 5,232 | $725K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.9% | 4,935 | $684K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +30.7% | 4,938 | $671K |
| Radnor Capital Management, LLC | 0.20% | No change | 4,800 | $665K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -71.0% | 4,689 | $663K |
| XTX Topco Ltd | 0.06% | New | 4,746 | $658K |
| Ieq Capital, LLC | 0.01% | Add +3.4% | 4,659 | $646K |
| Empowered Funds, LLC | 0.01% | Add +58.6% | 4,637 | $643K |
| Cetera Investment Advisers | 0.00% | Reduce -11.0% | 4,561 | $632K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 4,548 | $630K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,526 | $628K |
| Petrus Trust Company, LTA | 0.06% | New | 4,510 | $625K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -0.2% | 4,506 | $624K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -0.2% | 4,429 | $614K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.3% | 4,399 | $610K |
| QRG Capital Management, Inc. | 0.01% | Reduce -6.8% | 4,361 | $604K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 4,290 | $594K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 4,266 | $591K |
| MBB Public Markets I LLC | 0.01% | New | 4,200 | $582K |
| Lifeworks Advisors, LLC | 0.16% | Reduce -12.7% | 4,189 | $580K |
| iA Global Asset Management Inc. | 0.01% | Add +5.8% | 4,158 | $576K |
| Fifth Third Bancorp | 0.00% | Reduce -4.0% | 4,154 | $576K |
| Walleye Capital LLC | 0.01% | Add +100.9% | 4,149 | $575K |
| Perkins Coie Trust Co | 0.13% | New | 4,145 | $574K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +78.9% | 4,130 | $572K |
| ARS Wealth Advisors Group, LLC | 0.07% | No change | 4,100 | $568K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 4,096 | $568K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -29.4% | 4,029 | $558K |
| City Holding Co. | 0.08% | Reduce -1.2% | 3,996 | $554K |
| Mizuho Securities USA LLC | 0.01% | New | 3,993 | $553K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -10.1% | 3,928 | $544K |
| Tidal Investments LLC | 0.01% | Reduce -55.3% | 3,917 | $543K |
| Kentucky Retirement Systems | 0.02% | Reduce -4.7% | 3,899 | $540K |
| Ostrum Asset Management | 0.05% | Reduce -72.1% | 3,873 | $537K |
| Range Financial Group LLC | 0.27% | Add +28.0% | 3,773 | $523K |
| Praxis Investment Management Inc. | 0.04% | No change | 3,750 | $521K |
| MAI Capital Management | 0.01% | Reduce -1.1% | 3,747 | $519K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 3,691 | $511K |
| Scientech Research LLC | 0.10% | Reduce -25.1% | 3,679 | $510K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,500 | $485K |
| HUB Investment Partners, LLC | 0.02% | No change | 3,500 | $485K |
| Mackenzie Financial Corp. | 0.00% | Reduce -26.3% | 3,444 | $477K |
| Captrust Financial Advisors | 0.00% | Reduce -2.3% | 3,423 | $474K |
| M&T Bank Corp | 0.00% | Add +6.7% | 3,391 | $470K |
| Hartford Investment Management Co. | 0.02% | Reduce -4.8% | 3,324 | $461K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +380.3% | 3,314 | $459K |
| Fox Run Management, L.L.C. | 0.09% | Reduce -1.1% | 3,284 | $455K |
| John W. Brooker & Co., CPAs | 0.23% | No change | 3,266 | $453K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 3,213 | $445K |
| ClearAlpha Technologies LP | 0.17% | Add +3.8% | 3,096 | $429K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,050 | $423K |
| NWF Advisory Services Inc. | 0.07% | No change | 3,029 | $420K |
| Nebula Research & Development LLC | 0.07% | New | 3,013 | $418K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.5% | 3,004 | $416K |
| Performance Wealth Partners, LLC | 0.02% | No change | 3,000 | $416K |
| First Trust Direct Indexing L.P. | 0.03% | Add +14.5% | 2,965 | $411K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.2% | 2,951 | $409K |
| Securian Asset Management, Inc. | 0.01% | Reduce -6.4% | 2,932 | $406K |
| Precision Wealth Strategies, LLC | 0.42% | New | 2,931 | $406K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -6.5% | 2,900 | $402K |
| Meiji Yasuda Life Insurance Co | 0.01% | Add +6.3% | 2,890 | $400K |
| Wellington Management Group LLP | 0.00% | Add +8.3% | 2,874 | $398K |
| iSAM Funds (UK) Ltd | 0.29% | New | 2,768 | $384K |
| Applied Finance Capital Management, LLC | 0.02% | New | 2,768 | $384K |
| Keybank National Association | 0.00% | Reduce -4.7% | 2,766 | $383K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.4% | 2,757 | $382K |
| Plato Investment Management Ltd | 0.04% | No change | 2,729 | $378K |
| Strategic Advocates LLC | 0.15% | Reduce -45.9% | 2,714 | $376K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -93.2% | 2,709 | $375K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 2,700 | $374K |
| New Mexico Educational Retirement Board | 0.01% | No change | 2,686 | $372K |
| Gateway Advisory, LLC | 0.06% | Reduce -6.0% | 2,672 | $370K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +11.8% | 2,658 | $368K |
| Financial Strategies Group, Inc. | 0.09% | New | 2,631 | $363K |
| Hollencrest Capital Management | 0.02% | No change | 2,589 | $359K |
| Focus Partners Wealth | 0.00% | New | 2,586 | $358K |
| Burns Matteson Capital Management, LLC | 0.22% | New | 2,582 | $358K |
| Atria Investments, Inc | 0.00% | New | 2,580 | $358K |
| Alps Advisors Inc. | 0.00% | Reduce -0.6% | 2,545 | $353K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -92.8% | 2,501 | $347K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.0% | 2,459 | $341K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 2,408 | $334K |
| Virtus Investment Advisers, LLC | 0.30% | Reduce -28.4% | 2,381 | $330K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -52.0% | 2,337 | $324K |
| Verition Fund Management LLC | 0.00% | New | 2,322 | $322K |
| Two Sigma Securities, LLC | 0.01% | New | 2,282 | $316K |
| Private Advisor Group, LLC | 0.00% | New | 2,276 | $315K |
| Rakuten Investment Management, Inc. | 0.00% | Add +53.1% | 2,229 | $315K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,264 | $314K |
| Meritage Group LP | 0.01% | Add +11.1% | 2,230 | $309K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.6% | 2,207 | $303K |
| Ethic Inc. | 0.01% | Add +9.1% | 2,188 | $303K |
| Asahi Life Asset Management Co., LTD. | 0.21% | New | 2,180 | $302K |
| M Holdings Securities, Inc. | 0.04% | New | 2,166 | $300K |
| Jump Financial, LLC | 0.01% | Add +23.7% | 2,065 | $286K |
| V-Square Quantitative Management LLC | 0.05% | Reduce -18.8% | 2,049 | $284K |
| Trustmark Bank Trust Department | 0.02% | New | 2,013 | $279K |
| Caprock Group, LLC | 0.01% | New | 1,980 | $276K |
| Empirical Finance, LLC | 0.02% | Reduce -9.9% | 1,983 | $275K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -17.1% | 1,956 | $271K |
| Cwm, LLC | 0.00% | Reduce -7.6% | 1,925 | $267K |
| Burney Co./ | 0.01% | Reduce -18.5% | 1,919 | $266K |
| Vontobel Holding Ltd. | 0.00% | Reduce -18.7% | 1,914 | $265K |
| Greenleaf Trust | 0.00% | Add +0.6% | 1,903 | $264K |
| Bridgefront Capital, LLC | 0.11% | Add +28.6% | 1,888 | $262K |
| Norinchukin Bank, The | 0.01% | No change | 1,874 | $260K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.6% | 1,858 | $257K |
| Pitcairn Co. | 0.02% | Reduce -3.7% | 1,845 | $256K |
| Two Sigma Investments, LP | 0.00% | Reduce -14.3% | 1,800 | $249K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,750 | $249K |
| Lido Advisors, LLC | 0.00% | New | 1,794 | $249K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +110.4% | 1,803 | $246K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 1,771 | $245K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +5.2% | 1,763 | $244K |
| Hamilton Wealth, LLC | 0.07% | No change | 1,760 | $244K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.8% | 1,755 | $243K |
| Coastline Trust Co | 0.03% | No change | 1,750 | $242K |
| Wedmont Private Capital | 0.02% | Add +6.0% | 1,701 | $241K |
| Public Sector Pension Investment Board | 0.00% | New | 1,695 | $235K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -4.3% | 1,675 | $232K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -6.1% | 1,669 | $231K |
| Blair William & Co. | 0.00% | Reduce -1.9% | 1,667 | $231K |
| Deseret Mutual Benefit Administrators | 0.11% | Reduce -2.6% | 1,665 | $231K |
| Metis Global Partners, LLC | 0.01% | Reduce -3.9% | 1,660 | $230K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -3.7% | 1,646 | $228K |
| First Horizon Advisors, Inc. | 0.01% | Add +56.3% | 1,632 | $226K |
| Todd Asset Management LLC | 0.00% | No change | 1,629 | $226K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 1,629 | $226K |
| Smartleaf Asset Management LLC | 0.04% | Add +531.8% | 1,592 | $225K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 1,625 | $225K |
| Axq Capital, LP | 0.05% | New | 1,607 | $223K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,603 | $222K |
| EHP Funds Inc. | 0.11% | Reduce -65.2% | 1,600 | $222K |
| CI Investments Inc. | 0.00% | Add +14.6% | 1,554 | $215K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -2.3% | 1,544 | $214K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -6.7% | 1,543 | $214K |
| Acadian Asset Management LLC | 0.00% | New | 1,543 | $212K |
| Moran Wealth Management, LLC | 0.01% | New | 1,521 | $211K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 1,500 | $208K |
| Peregrine Asset Advisers, Inc. | 0.08% | No change | 1,500 | $208K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,500 | $208K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Add +60.2% | 1,498 | $208K |
| CX Institutional | 0.01% | New | 1,480 | $205K |
| AlphaCentric Advisors LLC | 0.15% | Add +75.2% | 1,451 | $201K |
| Creative Financial Designs Inc. | 0.02% | Reduce -9.1% | 1,390 | $193K |
| North Star Investment Management Corp. | 0.01% | No change | 1,390 | $193K |
| Estabrook Capital Management | 0.03% | No change | 1,325 | $184K |
| Camelot Portfolios, LLC | 0.10% | New | 1,300 | $180K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 1,280 | $177K |
| Vestcor Inc | 0.01% | No change | 1,265 | $175K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,265 | $175K |
| Tacita Capital Inc | 0.12% | No change | 1,250 | $173K |
| Catalyst Funds Management Pty Ltd | 0.04% | Add +1100.0% | 1,200 | $166K |
| Horizon Investments, LLC | 0.00% | Reduce -3.4% | 1,135 | $157K |
| GAMMA Investing LLC | 0.02% | Add +63.6% | 1,075 | $149K |
| Mather Group, Llc. | 0.00% | Add +15.5% | 990 | $137K |
| IFP Advisors, Inc | 0.01% | Add +381.3% | 900 | $125K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 837 | $116K |
| Covestor Ltd | 0.06% | Reduce -6.5% | 676 | $94K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | Add +64.3% | 657 | $91K |
| NewEdge Advisors, LLC | 0.00% | Add +12.6% | 634 | $88K |
| Quent Capital, LLC | 0.01% | Add +3.1% | 599 | $83K |
| ORG Partners LLC | 0.01% | New | 592 | $82K |
| Quadrant Capital Group LLC | 0.01% | Add +17.3% | 582 | $81K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 558 | $77K |
| CENTRAL TRUST Co | 0.00% | Reduce -28.1% | 555 | $77K |
| Huntington National Bank | 0.00% | Reduce -34.8% | 552 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -12.2% | 545 | $76K |
| Point72 Hong Kong Ltd | 0.00% | New | 492 | $68K |
| Lindbrook Capital, LLC | 0.01% | Add +33.1% | 462 | $64K |
| Signaturefd, LLC | 0.00% | Reduce -39.1% | 457 | $63K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 450 | $62K |
| Leonteq Securities AG | 0.01% | Reduce -12.4% | 422 | $58K |
| Parallel Advisors, LLC | 0.00% | Add +13.8% | 420 | $58K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.7% | 409 | $57K |
| Global Retirement Partners, LLC | 0.00% | Add +310.5% | 390 | $54K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 360 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 351 | $49K |
| Friedenthal Financial | 0.03% | New | 347 | $48K |
| Versant Capital Management, Inc | 0.01% | Add +90.6% | 326 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.3% | 318 | $44K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 314 | $44K |
| Family Firm, Inc. | 0.01% | New | 313 | $43K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $42K |
| Cromwell Holdings LLC | 0.03% | — | 302 | $42K |
| Ibex Wealth Advisors | 0.01% | New | 300 | $42K |
| TD Private Client Wealth LLC | 0.00% | Add +1.0% | 298 | $41K |
| Venturi Wealth Management, LLC | 0.00% | Add +126.8% | 245 | $34K |
| Sentry Investment Management LLC | 0.01% | Reduce -17.0% | 224 | $31K |
| Blue Trust, Inc. | 0.00% | Add +58.6% | 211 | $29K |
| Coppell Advisory Solutions LLC | 0.00% | — | 200 | $28K |
| HM Payson & Co. | 0.00% | No change | 200 | $28K |
| Assetmark, Inc. | 0.00% | Reduce -22.3% | 185 | $26K |
| Tucker Asset Management LLC | 0.01% | New | 177 | $25K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 169 | $23K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 160 | $22K |
| CoreCap Advisors, LLC | 0.00% | New | 150 | $21K |
| Jones Financial Companies LLLP | 0.00% | Add +52.0% | 149 | $21K |
| Innealta Capital, LLC | 0.01% | New | 142 | $20K |
| Sandy Spring Bank | 0.00% | No change | 129 | $18K |
| Fortitude Family Office, LLC | 0.01% | No change | 128 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 125 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | Add +16.8% | 118 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -25.3% | 115 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 110 | $15K |
| Johnson Financial Group, Inc. | 0.00% | No change | 107 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 100 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $14K |
| Godsey & Gibb, Inc. | 0.00% | No change | 100 | $14K |
| UMB Bank, n.a. | 0.00% | Reduce -92.3% | 99 | $14K |
| CVA Family Office, LLC | 0.00% | New | 98 | $14K |
| Private Trust Co. NA | 0.00% | No change | 97 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +3.5% | 88 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.2% | 83 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 75 | $10K |
| Bank of New Hampshire | 0.00% | No change | 75 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $10K |
| Alaska Permanent Fund Corp | 0.00% | New | 74 | $10K |
| Continuum Advisory, LLC | 0.00% | Add +1.5% | 67 | $9K |
| Allworth Financial LP | 0.00% | Add +52.3% | 67 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $8K |
| Anfield Capital Management, LLC | 0.00% | New | 54 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 54 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +10.9% | 51 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 50 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +13.6% | 50 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 48 | $7K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.3% | 45 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -42.7% | 43 | $6K |
| Kelly Financial Services LLC | 0.00% | No change | 40 | $6K |
| Sachetta, LLC | 0.00% | No change | 40 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 37 | $5K |
| CKW Financial Group | 0.00% | No change | 35 | $5K |
| Balefire, LLC | 0.00% | No change | 35 | $5K |
| Abound Wealth Management | 0.00% | Reduce -20.0% | 28 | $4K |
| LRI Investments, LLC | 0.00% | No change | 25 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 24 | $3K |
| DT Investment Partners, LLC | 0.00% | New | 24 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +360.0% | 23 | $3K |
| Red Tortoise LLC | 0.00% | No change | 23 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +29.4% | 22 | $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 |
| RFP Financial Group LLC | 0.00% | No change | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.4% | 15 | $2K |
| MCF Advisors LLC | 0.00% | No change | 13 | $2K |
| Fairway Wealth LLC | 0.00% | New | 13 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $1K |
| True Wealth Design, LLC | 0.00% | Add +28.6% | 9 | $1K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -97.5% | 9 | $1K |
| TFC Financial Management, Inc. | 0.00% | Reduce -83.7% | 8 | $1K |
| Arax Advisory Partners | 0.00% | New | 8 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 8 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -90.7% | 8 | $1K |
| GW&K Investment Management, LLC | 0.00% | Add +14.3% | 8 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 6 | $831 |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 5 | $640 |
| Opal Wealth Advisors, LLC | 0.00% | New | 4 | $555 |
| WR Wealth Planners, LLC | 0.00% | Add +33.3% | 4 | $554 |
| Great Lakes Retirement, Inc. | 0.00% | New | 4 | $554 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 4 | $552 |
| Strategic Financial Concepts, LLC | 0.00% | New | 57,181 | $419 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 3 | $416 |
| Rakuten Securities, Inc. | 0.00% | Reduce -85.0% | 3 | $416 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $139 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $139 |
"% of holder's portfolio" is DVA's weight in each manager's 13F, not the share of Davita Inc. the manager owns.