DavitaDVA
13F holders, Q4 2024 (December 31)596holders −5
49new positions
75sold out
9famous investors
$149.60avg. 13F price*
At the end of Q4 2024, 596 institutions reported holding Davita Inc. (DVA) in their 13F filings, down 5 from Q3 2024. 49 opened new positions and 75 sold out. The largest holders were Berkshire Hathaway ($5.4B), Vanguard Group Inc. ($779.9M) and BlackRock, Inc. ($633.1M). 9 famous investors held it, including Warren Buffett (2.0% of Berkshire Hathaway's portfolio), John W. Rogers Jr. (0.4% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $170.9M |
| Exits | 75 | $175.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,247,972 shares bought and 5,395,277 shares sold, net −1,147,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Berkshire Hathaway | 2.02% | No change | 36,095,570 | $5.4B |
| Vanguard Group Inc. | 0.01% | Reduce -3.2% | 5,214,815 | $779.9M |
| BlackRock, Inc. | 0.01% | Reduce -9.9% | 4,233,400 | $633.1M |
| State Street Corp. | 0.01% | Reduce -2.9% | 2,343,728 | $350.5M |
| Invesco Ltd. | 0.04% | Add +20.9% | 1,589,545 | $237.7M |
| Morgan Stanley | 0.02% | Add +1.9% | 1,455,832 | $217.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.2% | 1,149,771 | $171.5M |
| LSV Asset Management | 0.35% | Reduce -2.4% | 1,028,429 | $153.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -7.8% | 902,418 | $135.0M |
| UBS Group AG | 0.03% | Add +409.9% | 755,569 | $113.0M |
| Northern Trust Corp. | 0.02% | Add +12.5% | 740,774 | $110.8M |
| Gates Capital Management, Inc. | 3.16% | Reduce -0.5% | 717,507 | $107.3M |
| 8 Knots Management, LLC | 10.19% | Reduce -1.4% | 680,882 | $101.8M |
| Allianz Asset Management GmbH | 0.12% | Reduce -2.9% | 534,143 | $79.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.5% | 489,257 | $73.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +14.0% | 466,046 | $69.7M |
| Amundi | 0.02% | Add +116.4% | 446,386 | $68.7M |
| Deutsche Bank AG | 0.02% | Add +35.2% | 392,422 | $58.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.5% | 381,794 | $57.1M |
| Epoch Investment Partners, Inc. | 0.27% | New | 368,436 | $55.1M |
| Legal & General Group Plc | 0.01% | Reduce -1.4% | 353,046 | $52.8M |
| KBC Group NV | 0.13% | Add +0.8% | 316,155 | $47.3M |
| Holocene Advisors, LP | 0.15% | New | 302,154 | $45.2M |
| Nordea Investment Management AB | 0.04% | Add +4.9% | 264,535 | $39.7M |
| Iron Triangle Partners LP | 4.54% | New | 260,424 | $38.9M |
| Bridgewater Associates | 0.16% | Add +298.4% | 239,970 | $35.9M |
| Ariel Investments | 0.38% | Reduce -4.0% | 235,058 | $35.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.3% | 229,568 | $34.3M |
| First Trust Advisors LP | 0.03% | Reduce -7.1% | 226,922 | $33.9M |
| Wedge Capital Management L L P | 0.60% | Reduce -6.9% | 222,007 | $33.2M |
| Royal Bank of Canada | 0.01% | Reduce -26.5% | 204,056 | $30.5M |
| California Public Employees Retirement System | 0.02% | Add +75.1% | 196,788 | $29.4M |
| Bank of America Corp. | 0.00% | Reduce -69.0% | 193,572 | $28.9M |
| Squarepoint Ops LLC | 0.07% | Add +58.2% | 190,524 | $28.5M |
| Andra AP-fonden | 0.45% | Reduce -8.9% | 185,900 | $27.8M |
| Aberdeen Group plc | 0.05% | Reduce -3.4% | 182,673 | $27.3M |
| Jefferies Financial Group Inc. | 0.30% | Add +28.6% | 174,880 | $26.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -43.0% | 173,701 | $26.0M |
| TD Asset Management Inc | 0.02% | Add +1256.7% | 172,691 | $25.8M |
| FMR LLC | 0.00% | Reduce -4.0% | 170,301 | $25.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -30.7% | 162,520 | $24.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.11% | Add +256.8% | 162,233 | $24.3M |
| HSBC Holdings PLC | 0.01% | Add +110.5% | 153,838 | $23.0M |
| Federated Hermes, Inc. | 0.05% | Add +11.3% | 147,329 | $22.0M |
| Rhumbline Advisers | 0.02% | Reduce -12.2% | 134,125 | $20.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -19.2% | 132,469 | $19.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.21% | Add +153.0% | 131,873 | $19.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -28.3% | 131,548 | $19.7M |
| Gotham Asset Management | 0.19% | Add +53.6% | 131,345 | $19.6M |
| Swiss National Bank | 0.01% | Reduce -16.6% | 130,300 | $19.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +15.3% | 128,528 | $19.2M |
| Bank of Montreal | 0.01% | Add +107.0% | 126,136 | $18.9M |
| Credit Agricole S A | 0.06% | Add +8.9% | 126,098 | $18.9M |
| Storebrand Asset Management As | 0.06% | Add +4.7% | 126,077 | $18.9M |
| Millennium Management | 0.02% | Reduce -31.4% | 124,483 | $18.6M |
| D. E. Shaw & Co. | 0.02% | Add +12.0% | 119,836 | $17.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -1.3% | 112,700 | $16.9M |
| Schroder Investment Management Group | 0.02% | Reduce -27.0% | 112,321 | $16.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -62.1% | 110,772 | $16.6M |
| Moran Wealth Management, LLC | 0.53% | Add +102.2% | 110,322 | $16.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -12.8% | 109,989 | $16.4M |
| Brandywine Global Investment Management, LLC | 0.12% | Add +68.5% | 108,272 | $16.2M |
| Doma Perpetual Capital Management LLC | 7.88% | No change | 105,884 | $15.8M |
| Speece Thorson Capital Group Inc. | 3.11% | Reduce -0.6% | 105,418 | $15.8M |
| Pinebridge Investments, L.P. | 0.12% | Reduce -6.8% | 104,294 | $15.6M |
| Citadel Advisors | 0.01% | Reduce -76.6% | 101,453 | $15.2M |
| Barclays PLC | 0.01% | Reduce -48.3% | 100,741 | $15.1M |
| Worldquant Millennium Advisors LLC | 0.09% | Add +154.4% | 95,372 | $14.3M |
| Sei Investments Co. | 0.02% | Add +212.6% | 90,769 | $13.6M |
| Boston Partners | 0.02% | Add +48.9% | 89,453 | $13.4M |
| Railway Pension Investments Ltd | 0.18% | Add +1.8% | 88,856 | $13.3M |
| AQR Capital Management | 0.02% | Reduce -12.4% | 86,987 | $13.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 79,456 | $12.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -21.3% | 80,010 | $11.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 76,134 | $11.4M |
| Assenagon Asset Management S.A. | 0.02% | Add +201.7% | 74,617 | $11.2M |
| Hennessy Advisors Inc. | 0.33% | Add +6.8% | 73,300 | $11.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.5% | 70,424 | $10.5M |
| Caisse de depot et placement du Quebec | 0.02% | Add +533.0% | 70,269 | $10.5M |
| California State Teachers Retirement System | 0.01% | Reduce -22.9% | 65,914 | $9.9M |
| National Philanthropic Trust | 0.14% | No change | 62,931 | $9.4M |
| American Century Companies Inc. | 0.01% | Reduce -29.1% | 62,803 | $9.4M |
| Shelton Capital Management | 0.23% | Reduce -19.4% | 61,818 | $9.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.9% | 58,060 | $8.7M |
| Franklin Resources Inc. | 0.00% | Add +2.9% | 56,517 | $8.5M |
| Empowered Funds, LLC | 0.12% | Add +856.4% | 55,698 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.9% | 53,379 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.8% | 51,207 | $7.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -23.4% | 50,949 | $7.6M |
| Persistent Asset Partners Ltd | 6.51% | — | 43,148 | $7.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -10.2% | 49,438 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 48,910 | $7.3M |
| Norges Bank | 0.00% | Reduce -3.2% | 48,794 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -13.3% | 48,721 | $7.3M |
| Cinctive Capital Management LP | 0.37% | Reduce -24.7% | 46,357 | $6.9M |
| GHP Investment Advisors, Inc. | 0.31% | Reduce -3.6% | 44,083 | $6.6M |
| Point72 (DIFC) Ltd | 0.59% | New | 43,800 | $6.6M |
| Quantbot Technologies LP | 0.24% | Reduce -19.8% | 43,660 | $6.5M |
| Victory Capital Management Inc. | 0.01% | Add +10.2% | 43,272 | $6.5M |
| Stolper Co | 2.13% | Reduce -0.0% | 42,842 | $6.4M |
| Te Ahumairangi Investment Management Ltd | 1.32% | Reduce -12.4% | 42,170 | $6.3M |
| Weiss Asset Management LP | 0.19% | Add +187.8% | 41,977 | $6.3M |
| Citigroup Inc. | 0.01% | Reduce -44.2% | 41,634 | $6.2M |
| National Bank of Canada | 0.01% | Add +7.6% | 41,125 | $6.2M |
| Swiss Life Asset Management Ltd | 0.05% | Add +4.4% | 40,864 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -67.8% | 40,802 | $6.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +10.0% | 40,500 | $6.1M |
| Inlet Private Wealth, LLC | 1.58% | Reduce -6.5% | 39,940 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 38,522 | $5.8M |
| Equitable Trust Co. | 0.31% | Reduce -4.3% | 37,106 | $5.5M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -39.3% | 36,117 | $5.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.0% | 35,370 | $5.3M |
| Corient Private Wealth LP | 0.01% | Reduce -5.6% | 34,844 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -38.1% | 33,607 | $5.0M |
| Chase Investment Counsel Corp. | 1.57% | Reduce -1.0% | 32,764 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +27.2% | 32,545 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.9% | 32,512 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -7.2% | 32,354 | $4.8M |
| Ensign Peak Advisors, Inc | 0.01% | Add +57.3% | 31,292 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -28.0% | 29,603 | $4.7M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.15% | No change | 30,963 | $4.6M |
| Bessemer Group Inc. | 0.01% | Add +1.1% | 30,793 | $4.6M |
| Crossmark Global Holdings, Inc. | 0.08% | Add +19.1% | 30,769 | $4.6M |
| Comerica Bank | 0.02% | Add +9.9% | 30,299 | $4.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 29,572 | $4.4M |
| Promethos Capital, LLC | 1.55% | Add +3.5% | 29,396 | $4.4M |
| Gabelli Funds LLC | 0.03% | No change | 28,500 | $4.3M |
| Voya Investment Management LLC | 0.01% | Reduce -10.7% | 28,361 | $4.2M |
| KLP Kapitalforvaltning As | 0.02% | — | 28,314 | $4.2M |
| J. Safra Sarasin Holding AG | 0.07% | Reduce -0.5% | 28,200 | $4.2M |
| Quantinno Capital Management LP | 0.04% | Add +61.8% | 28,147 | $4.2M |
| Aviva PLC | 0.01% | Add +427.7% | 27,921 | $4.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.6% | 27,838 | $4.2M |
| Patton Fund Management, Inc. | 0.81% | Reduce -13.1% | 27,684 | $4.1M |
| Intech Investment Management LLC | 0.04% | Add +1.2% | 27,265 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -18.9% | 26,742 | $4.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -7.6% | 26,594 | $4.0M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 26,528 | $4.0M |
| Cannell & Spears LLC | 0.08% | Reduce -3.0% | 26,470 | $4.0M |
| APG Asset Management N.V. | 0.01% | New | 27,300 | $3.9M |
| Glenmede Trust Co. NA | 0.02% | Reduce -78.7% | 26,272 | $3.9M |
| Danske Bank A/S | 0.01% | Reduce -14.9% | 26,268 | $3.9M |
| Woodline Partners LP | 0.03% | Reduce -85.9% | 26,190 | $3.9M |
| Verition Fund Management LLC | 0.02% | Add +172.1% | 26,125 | $3.9M |
| Raymond James Financial Inc. | 0.00% | — | 25,836 | $3.9M |
| Summit Trail Advisors, LLC | 0.14% | Add +9.0% | 25,416 | $3.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -4.1% | 25,292 | $3.8M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -35.9% | 25,253 | $3.8M |
| Hussman Strategic Advisors, Inc. | 1.11% | Add +200.0% | 25,200 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.7% | 25,020 | $3.7M |
| Korea Investment CORP | 0.01% | Reduce -15.5% | 25,019 | $3.7M |
| Erste Asset Management GmbH | 0.05% | Add +757.1% | 24,000 | $3.7M |
| PDT Partners, LLC | 0.31% | Reduce -14.2% | 23,080 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +363.1% | 22,763 | $3.4M |
| Advisors Asset Management, Inc. | 0.06% | Add +24.6% | 22,686 | $3.4M |
| WINTON GROUP Ltd | 0.23% | Reduce -48.5% | 22,661 | $3.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -89.1% | 22,518 | $3.4M |
| Royal London Asset Management Ltd. | 0.01% | Add +6.0% | 21,926 | $3.3M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 21,580 | $3.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +91.2% | 20,915 | $3.1M |
| Macquarie Group Ltd. | 0.00% | Add +9.5% | 22,564 | $3.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 20,553 | $3.1M |
| Forsta Ap-Fonden | 0.02% | Reduce -42.6% | 20,100 | $3.0M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -8.7% | 20,091 | $3.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.3% | 19,381 | $3.0M |
| Quantedge Capital Pte Ltd | 1.04% | New | 19,100 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.1% | 18,707 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -7.8% | 18,665 | $2.8M |
| Curated Wealth Partners LLC | 0.32% | No change | 18,535 | $2.8M |
| Chapin Davis, Inc. | 0.90% | No change | 16,768 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -31.8% | 18,269 | $2.7M |
| Ontario Teachers Pension Plan Board | 0.04% | Add +98.7% | 17,372 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.2% | 17,333 | $2.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -0.6% | 17,330 | $2.6M |
| PEAK6 LLC | 0.10% | — | 17,104 | $2.6M |
| Globeflex Capital L P | 0.22% | No change | 16,971 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 16,900 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.3% | 16,037 | $2.4M |
| Fox Hill Wealth Management | 1.30% | Reduce -3.2% | 15,336 | $2.3M |
| Romano Brothers and Company | 0.29% | Reduce -0.2% | 15,225 | $2.3M |
| Tobam | 0.69% | Reduce -65.7% | 15,129 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.7% | 15,112 | $2.3M |
| STRS Ohio | 0.01% | Add +33.4% | 15,105 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 15,100 | $2.3M |
| Achmea Investment Management B.V. | 0.04% | No change | 15,083 | $2.3M |
| Toronto Dominion Bank | 0.00% | Reduce -6.1% | 14,930 | $2.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -11.0% | 14,302 | $2.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 14,013 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -63.4% | 14,275 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.2% | 14,046 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +65.3% | 14,025 | $2.1M |
| IFM Investors Pty Ltd | 0.02% | Reduce -5.0% | 13,932 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -26.1% | 13,721 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -11.1% | 13,404 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -2.2% | 13,339 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 13,285 | $2.0M |
| Neo Ivy Capital Management | 0.39% | Add +191.1% | 12,879 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 12,854 | $1.9M |
| Mount Lucas Management LP | 0.67% | Reduce -5.9% | 12,810 | $1.9M |
| Tidal Investments LLC | 0.02% | Add +119.2% | 12,466 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.7% | 12,404 | $1.9M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 12,050 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.1% | 11,985 | $1.8M |
| New Age Alpha Advisors, LLC | 0.07% | New | 11,915 | $1.8M |
| Rothschild Investment LLC | 0.12% | Reduce -1.5% | 11,865 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.6% | 11,759 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Add +21.9% | 11,506 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Reduce -17.3% | 11,500 | $1.7M |
| Convergence Investment Partners, LLC | 0.38% | Add +33.2% | 11,389 | $1.7M |
| Natixis | 0.01% | New | 11,376 | $1.7M |
| PGGM Investments | 0.02% | Add +57.1% | 11,293 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -32.1% | 11,287 | $1.7M |
| Caisse Des Depots Et Consignations | 0.08% | — | 11,250 | $1.7M |
| Nilsine Partners, LLC | 0.18% | Add +0.8% | 11,160 | $1.7M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.0% | 11,108 | $1.7M |
| Lighthouse Investment Partners, LLC | 0.06% | New | 11,000 | $1.6M |
| Xponance LLC | 0.01% | Reduce -6.4% | 10,907 | $1.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -13.6% | 10,637 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Add +101.8% | 10,500 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Add +22.1% | 10,362 | $1.5M |
| Sippican Capital Advisors | 1.13% | Reduce -1.0% | 10,356 | $1.5M |
| Man Group plc | 0.00% | Reduce -64.8% | 10,260 | $1.5M |
| Group One Trading LLC | 0.05% | Add +64.2% | 10,236 | $1.5M |
| Arrow Capital Pty Ltd | 1.37% | — | 10,000 | $1.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Reduce -24.9% | 9,939 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.5% | 9,891 | $1.5M |
| Czech National Bank | 0.01% | Add +4.0% | 9,779 | $1.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -3.2% | 9,764 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -3.9% | 9,730 | $1.5M |
| Redwood Investment Management, LLC | 0.14% | Reduce -7.4% | 9,598 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.5% | 9,590 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -4.5% | 9,583 | $1.4M |
| Swedbank AB | 0.00% | No change | 9,294 | $1.4M |
| Bokf, NA | 0.02% | Add +55.2% | 8,963 | $1.4M |
| DNB Asset Management AS | 0.01% | Reduce -4.1% | 9,070 | $1.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +0.6% | 8,837 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +4.9% | 8,747 | $1.3M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -32.1% | 8,672 | $1.3M |
| Martin Capital Advisors, LLP | 0.83% | No change | 8,628 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -59.4% | 7,968 | $1.3M |
| Del-Sette Capital Management, LLC | 1.02% | New | 8,386 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 8,337 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 8,074 | $1.2M |
| Ossiam | 0.02% | Add +71.5% | 8,105 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +116.5% | 7,931 | $1.2M |
| Creative Planning | 0.00% | Add +2.8% | 7,809 | $1.2M |
| Utah Retirement Systems | 0.01% | Reduce -6.0% | 7,787 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +1.4% | 7,730 | $1.2M |
| Prudential PLC | 0.01% | Reduce -61.5% | 7,624 | $1.1M |
| Helios Capital Management Pte. Ltd. | 0.66% | No change | 7,600 | $1.1M |
| Kintegral Advisory, LLC | 0.11% | Reduce -4.5% | 7,508 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +2.0% | 7,462 | $1.1M |
| Caxton Associates LP | 0.03% | Reduce -35.5% | 7,260 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +8.6% | 7,194 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | New | 6,987 | $1.0M |
| Clarkston Capital Partners, LLC | 0.02% | No change | 6,954 | $1.0M |
| Quadrature Capital Ltd | 0.02% | Add +235.5% | 6,868 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +9.6% | 6,817 | $1.0M |
| Ritholtz Wealth Management | 0.03% | Reduce -10.2% | 6,771 | $1.0M |
| Creekmur Asset Management LLC | 0.23% | Reduce -24.1% | 6,720 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Reduce -11.8% | 6,595 | $986K |
| Mission Wealth Management, LP | 0.02% | Add +0.1% | 6,587 | $985K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | New | 6,373 | $983K |
| Tiaa Trust, National Association | 0.00% | No change | 6,553 | $980K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.6% | 6,528 | $976K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Reduce -57.9% | 6,472 | $968K |
| Whittier Trust Co. | 0.01% | No change | 6,464 | $967K |
| Mariner, LLC | 0.00% | Add +3.8% | 6,438 | $963K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +30.8% | 6,224 | $956K |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 6,375 | $953K |
| Smith Group Asset Management, LLC | 0.07% | Reduce -3.2% | 6,370 | $953K |
| Sage Investment Counsel LLC | 1.20% | — | 6,173 | $923K |
| Contravisory Investment Management, Inc. | 0.19% | Add +1.2% | 6,082 | $910K |
| Bank of Nova Scotia | 0.00% | Reduce -2.6% | 6,060 | $906K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.3% | 5,981 | $894K |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 5,937 | $888K |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -12.3% | 5,681 | $877K |
| CCM Investment Group, LLC | 0.10% | — | 5,851 | $876K |
| Mediolanum International Funds Ltd | 0.01% | New | 5,811 | $868K |
| iA Global Asset Management Inc. | 0.02% | Reduce -12.8% | 5,806 | $868K |
| Atlas Capital Advisors Inc. | 0.11% | Reduce -6.1% | 5,764 | $862K |
| Delta Financial Advisors LLC | 0.31% | No change | 5,645 | $844K |
| Janus Henderson Group PLC | 0.00% | Reduce -4.0% | 5,614 | $839K |
| Public Sector Pension Investment Board | 0.00% | New | 5,567 | $833K |
| Kiker Wealth Management, LLC | 0.66% | — | 5,468 | $818K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.9% | 5,415 | $810K |
| Jane Street Group, LLC | 0.00% | Reduce -26.7% | 5,347 | $800K |
| Qtron Investments LLC | 0.11% | Reduce -6.9% | 5,327 | $797K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.4% | 5,317 | $795K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.3% | 5,275 | $789K |
| Advisory Services Network, LLC | 0.01% | Reduce -41.2% | 5,273 | $789K |
| Harvest Fund Management Co., Ltd | 0.04% | Reduce -53.1% | 5,229 | $782K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.0% | 5,144 | $769K |
| Rafferty Asset Management, LLC | 0.00% | Add +9.4% | 5,118 | $765K |
| Truist Financial Corp. | 0.00% | Reduce -56.0% | 5,042 | $754K |
| Crestline Management, L.P. | 0.03% | Add +19.1% | 5,034 | $753K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -13.4% | 4,972 | $744K |
| Board of the Pension Protection Fund | 0.85% | — | 4,900 | $733K |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 4,880 | $730K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +40.2% | 4,874 | $729K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -13.6% | 4,869 | $728K |
| Jump Financial, LLC | 0.02% | Reduce -78.1% | 4,849 | $725K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -51.1% | 4,847 | $725K |
| Guggenheim Capital LLC | 0.01% | Reduce -33.5% | 4,813 | $720K |
| Radnor Capital Management, LLC | 0.12% | No change | 4,800 | $718K |
| Catalyst Funds Management Pty Ltd | 0.18% | Add +77.8% | 4,800 | $718K |
| Inceptionr LLC | 0.16% | New | 4,777 | $714K |
| TD Private Client Wealth LLC | 0.02% | Add +1483.8% | 4,688 | $701K |
| QRG Capital Management, Inc. | 0.01% | Add +1.1% | 4,627 | $692K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.4% | 4,540 | $679K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -14.4% | 4,540 | $679K |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 4,424 | $662K |
| City Holding Co. | 0.09% | Add +0.9% | 4,381 | $655K |
| Ethic Inc. | 0.01% | Add +116.7% | 4,345 | $650K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 4,289 | $641K |
| Mizuho Securities USA LLC | 0.01% | Add +42.9% | 4,274 | $639K |
| Van Eck Associates Corp. | 0.00% | Reduce -4.3% | 4,232 | $633K |
| Perkins Coie Trust Co | 0.14% | No change | 4,145 | $620K |
| Epacria Capital Partners, LLC | 0.53% | Reduce -68.3% | 4,143 | $620K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 4,130 | $618K |
| ARS Wealth Advisors Group, LLC | 0.08% | No change | 4,100 | $613K |
| Fifth Third Bancorp | 0.00% | Reduce -17.0% | 4,070 | $609K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 3,994 | $597K |
| SoundView Advisors Inc. | 0.25% | — | 3,984 | $595K |
| Financial Strategies Group, Inc. | 0.14% | Add +23.0% | 3,857 | $592K |
| Axq Capital, LP | 0.26% | Reduce -42.9% | 3,921 | $586K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -7.4% | 3,899 | $583K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.7% | 3,895 | $582K |
| Candriam S.C.A. | 0.00% | New | 3,852 | $576K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.5% | 3,849 | $576K |
| Ostrum Asset Management | 0.05% | Reduce -4.0% | 3,766 | $563K |
| Focus Partners Wealth | 0.00% | Reduce -95.7% | 3,745 | $560K |
| CreativeOne Wealth, LLC | 0.02% | Add +12.5% | 3,729 | $558K |
| Jain Global LLC | 0.02% | — | 3,700 | $553K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 3,691 | $552K |
| M&T Bank Corp | 0.00% | Add +3.6% | 3,661 | $547K |
| Scotia Capital Inc. | 0.00% | Reduce -1.7% | 3,649 | $546K |
| Knights of Columbus Asset Advisors LLC | 0.04% | Reduce -44.3% | 3,579 | $535K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 3,551 | $531K |
| CWA Asset Management Group, LLC | 0.03% | Add +29.8% | 3,518 | $526K |
| Cresset Asset Management, LLC | 0.00% | Reduce -73.5% | 3,517 | $526K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 3,500 | $523K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -8.2% | 3,417 | $511K |
| L2 Asset Management, LLC | 0.11% | Reduce -44.7% | 3,306 | $494K |
| Kentucky Retirement Systems | 0.01% | Reduce -1.4% | 3,171 | $474K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,050 | $456K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,008 | $450K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.02% | New | 3,000 | $449K |
| US Bancorp \de | 0.00% | Reduce -27.0% | 2,973 | $445K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -14.6% | 2,903 | $434K |
| Nebula Research & Development LLC | 0.05% | New | 2,886 | $432K |
| Maia Wealth LLC | 0.09% | New | 2,432 | $427K |
| NWF Advisory Services Inc. | 0.06% | No change | 2,835 | $424K |
| Hartford Investment Management Co. | 0.01% | Reduce -4.6% | 2,798 | $418K |
| Plato Investment Management Ltd | 0.03% | No change | 2,729 | $410K |
| Keybank National Association | 0.00% | Add +4.7% | 2,721 | $407K |
| Lido Advisors, LLC | 0.00% | Add +46.4% | 2,718 | $406K |
| Wellington Management Group LLP | 0.00% | Add +9.1% | 2,711 | $405K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 2,700 | $404K |
| Applied Finance Capital Management, LLC | 0.02% | No change | 2,677 | $400K |
| Basepoint Wealth LLC | 0.32% | Reduce -42.7% | 2,650 | $396K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | Add +357.7% | 6,252 | $396K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.4% | 2,643 | $395K |
| Hollencrest Capital Management | 0.02% | Add +1.9% | 2,639 | $395K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Reduce -1.6% | 2,616 | $391K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.5% | 2,517 | $376K |
| Trustmark Bank Trust Department | 0.03% | Add +36.7% | 2,511 | $376K |
| Measured Wealth Private Client Group, LLC | 0.12% | Add +49.7% | 2,489 | $372K |
| Raiffeisen Bank International AG | 0.01% | — | 2,477 | $371K |
| MML Investors Services, LLC | 0.00% | Reduce -53.3% | 2,478 | $371K |
| Precision Wealth Strategies, LLC | 0.28% | Reduce -18.8% | 2,427 | $363K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.6% | 2,416 | $361K |
| AlphaQuest LLC | 0.05% | Reduce -40.9% | 2,413 | $361K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -7.7% | 2,400 | $359K |
| AXA S.A. | 0.00% | Reduce -91.0% | 2,381 | $356K |
| Centiva Capital, LP | 0.01% | Reduce -84.4% | 2,371 | $355K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 2,366 | $354K |
| Mgo One Seven LLC | 0.01% | Add +20.0% | 2,337 | $350K |
| Nomura Holdings Inc. | 0.00% | Add +52.4% | 2,279 | $341K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 2,205 | $339K |
| KWB Wealth | 0.04% | Add +0.4% | 2,068 | $339K |
| Securian Asset Management, Inc. | 0.01% | Reduce -11.8% | 2,252 | $337K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -29.1% | 2,236 | $334K |
| E Fund Management Co., Ltd. | 0.02% | New | 2,194 | $328K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -12.1% | 2,186 | $327K |
| Alps Advisors Inc. | 0.00% | No change | 2,164 | $324K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,154 | $322K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,153 | $322K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 2,116 | $316K |
| Aware Super Pty Ltd as trustee of Aware Super | 0.01% | — | 2,115 | $316K |
| Norinchukin Bank, The | 0.01% | Add +9.4% | 2,113 | $316K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.7% | 2,092 | $313K |
| Asahi Life Asset Management Co., LTD. | 0.19% | New | 2,050 | $307K |
| Dark Forest Capital Management LP | 0.05% | Reduce -42.4% | 2,049 | $306K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.1% | 2,041 | $306K |
| State of Wyoming | 0.04% | Add +59.6% | 2,020 | $302K |
| Panagora Asset Management Inc. | 0.00% | Reduce -71.2% | 1,988 | $297K |
| Empirical Finance, LLC | 0.02% | Reduce -1.9% | 1,966 | $294K |
| Impact Partnership Wealth, LLC | 0.06% | Add +3.7% | 1,941 | $290K |
| Occudo Quantitative Strategies LP | 0.05% | New | 1,938 | $290K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -14.7% | 1,931 | $289K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -6.0% | 1,930 | $289K |
| Cwm, LLC | 0.00% | Add +3.1% | 1,913 | $286K |
| Greenleaf Trust | 0.00% | Add +0.1% | 1,898 | $284K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.2% | 1,897 | $284K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -30.8% | 1,866 | $279K |
| Two Sigma Investments, LP | 0.00% | Reduce -94.1% | 1,859 | $278K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.2% | 1,825 | $273K |
| Wedmont Private Capital | 0.01% | Add +0.1% | 1,778 | $273K |
| Shell Asset Management Co. | 0.01% | Reduce -36.9% | 1,817 | $272K |
| Petrus Trust Company, LTA | 0.03% | Reduce -38.3% | 1,817 | $272K |
| Freedom Investment Management, Inc. | 0.02% | Add +3.6% | 1,790 | $268K |
| Meiji Yasuda Life Insurance Co | 0.01% | Reduce -27.6% | 1,762 | $264K |
| Hamilton Wealth, LLC | 0.06% | No change | 1,760 | $263K |
| denkapparat Operations GmbH | 0.39% | — | 1,758 | $263K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.8% | 1,732 | $259K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.0% | 1,721 | $257K |
| NDVR, Inc. | 0.25% | Add +28.9% | 1,714 | $256K |
| Choreo, LLC | 0.00% | Add +20.1% | 1,706 | $256K |
| Ieq Capital, LLC | 0.00% | Reduce -65.8% | 1,707 | $255K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.7% | 1,673 | $250K |
| Blair William & Co. | 0.00% | No change | 1,673 | $250K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -0.6% | 1,665 | $249K |
| Deseret Mutual Benefit Administrators | 0.12% | Add +2.5% | 1,661 | $248K |
| Pitcairn Co. | 0.01% | Add +2.8% | 1,649 | $247K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | No change | 1,630 | $244K |
| GAMMA Investing LLC | 0.02% | Add +20.7% | 1,587 | $237K |
| Farringdon Capital, Ltd. | 0.10% | — | 1,546 | $231K |
| Cozad Asset Management Inc. | 0.02% | Reduce -4.0% | 1,538 | $230K |
| Metis Global Partners, LLC | 0.01% | Reduce -0.5% | 1,535 | $230K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,535 | $230K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 1,505 | $225K |
| Dopkins Wealth Management, LLC | 0.11% | No change | 1,500 | $224K |
| Peregrine Asset Advisers, Inc. | 0.08% | No change | 1,500 | $224K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,496 | $224K |
| World Investment Advisors | 0.01% | New | 1,484 | $222K |
| Verus Capital Partners, LLC | 0.02% | New | 1,479 | $221K |
| Panoramic Investment Advisors, LLC | 0.14% | No change | 1,473 | $220K |
| Optimize Financial Inc. | 0.16% | — | 1,469 | $220K |
| Fielder Capital Group LLC | 0.07% | Add +2.9% | 1,462 | $219K |
| Maverick Capital | 0.00% | Reduce -88.7% | 1,462 | $219K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.8% | 1,449 | $217K |
| CX Institutional | 0.01% | Reduce -1.9% | 1,445 | $216K |
| Strategic Advocates LLC | 0.07% | Reduce -27.3% | 1,437 | $215K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -2.1% | 1,432 | $214K |
| Sanctuary Advisors, LLC | 0.00% | New | 1,202 | $212K |
| Sage Rhino Capital LLC | 0.05% | Reduce -0.3% | 1,419 | $212K |
| Harvest Investment Services, LLC | 0.05% | Reduce -0.3% | 1,417 | $212K |
| Assetmark, Inc. | 0.00% | Add +756.4% | 1,413 | $211K |
| Burney Co./ | 0.01% | Reduce -16.1% | 1,391 | $208K |
| Claret Asset Management Corp | 0.03% | Add +0.7% | 1,392 | $208K |
| North Star Investment Management Corp. | 0.01% | No change | 1,390 | $208K |
| Secure Asset Management, LLC | 0.03% | New | 1,389 | $208K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -4.7% | 1,382 | $207K |
| Allstate Corp. | 0.01% | New | 1,355 | $203K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,349 | $202K |
| Caprock Group, LLC | 0.01% | New | 1,339 | $200K |
| CI Investments Inc. | 0.00% | Reduce -4.2% | 1,335 | $200K |
| AlphaCentric Advisors LLC | 0.20% | Reduce -5.2% | 1,323 | $198K |
| Vestcor Inc | 0.01% | No change | 1,265 | $189K |
| Tacita Capital Inc | 0.13% | No change | 1,250 | $187K |
| GF Fund Management Co. LTD. | 0.00% | — | 1,150 | $172K |
| Mather Group, Llc. | 0.00% | Add +14.5% | 1,122 | $168K |
| Brooklyn Investment Group | 0.05% | Add +6.0% | 1,078 | $161K |
| Creative Financial Designs Inc. | 0.01% | Reduce -23.0% | 1,063 | $159K |
| Kapitalo Investimentos Ltda | 0.11% | New | 1,061 | $159K |
| Virtus Investment Advisers, LLC | 0.13% | Reduce -39.6% | 1,058 | $158K |
| IFP Advisors, Inc | 0.01% | Add +0.2% | 1,025 | $153K |
| TD Waterhouse Canada Inc. | 0.00% | Add +179.5% | 981 | $147K |
| Huntington National Bank | 0.00% | Add +17.6% | 903 | $135K |
| Exchange Traded Concepts, LLC | 0.00% | Add +8.3% | 891 | $133K |
| Leonteq Securities AG | 0.01% | Add +45.3% | 757 | $113K |
| Bayforest Capital Ltd | 0.14% | — | 756 | $113K |
| Smartleaf Asset Management LLC | 0.01% | Add +16.5% | 712 | $107K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 708 | $106K |
| Sandy Spring Bank | 0.00% | No change | 684 | $102K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 669 | $100K |
| Mufg Securities Americas Inc. | 0.01% | — | 666 | $100K |
| Estabrook Capital Management | 0.01% | Reduce -50.9% | 650 | $97K |
| Covestor Ltd | 0.06% | Reduce -6.7% | 645 | $96K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -37.1% | 635 | $95K |
| Horizon Investments, LLC | 0.00% | Add +0.6% | 629 | $94K |
| Walleye Capital LLC | 0.00% | Reduce -73.0% | 590 | $88K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 558 | $83K |
| Quent Capital, LLC | 0.01% | Reduce -7.5% | 554 | $83K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -66.2% | 546 | $82K |
| Wingate Wealth Advisors, Inc. | 0.08% | — | 545 | $82K |
| GeoWealth Management, LLC | 0.00% | Add +30.6% | 525 | $79K |
| Jones Financial Companies LLLP | 0.00% | Add +28.6% | 517 | $77K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -15.0% | 503 | $75K |
| Quadrant Capital Group LLC | 0.01% | No change | 496 | $74K |
| Signaturefd, LLC | 0.00% | Add +5.7% | 483 | $72K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.0% | 470 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 467 | $70K |
| Lindbrook Capital, LLC | 0.01% | Add +4.5% | 460 | $69K |
| Versant Capital Management, Inc | 0.01% | Add +58.7% | 457 | $68K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 450 | $67K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.9% | 423 | $63K |
| MAI Capital Management | 0.00% | New | 416 | $62K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.3% | 408 | $61K |
| Venturi Wealth Management, LLC | 0.00% | Add +59.8% | 406 | $61K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 400 | $60K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -92.6% | 394 | $59K |
| Canada Post Corp Registered Pension Plan | 0.00% | — | 368 | $55K |
| Coastline Trust Co | 0.01% | No change | 360 | $54K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 360 | $54K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.5% | 359 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.8% | 357 | $53K |
| Cromwell Holdings LLC | 0.03% | No change | 302 | $45K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $45K |
| Coppell Advisory Solutions LLC | 0.01% | Add +50.0% | 300 | $45K |
| Principal Securities, Inc. | 0.00% | Reduce -3.9% | 299 | $45K |
| SBI Securities Co., Ltd. | 0.00% | — | 271 | $41K |
| Blue Trust, Inc. | 0.00% | Reduce -31.5% | 226 | $34K |
| Copia Wealth Management | 0.03% | — | 202 | $30K |
| Sentry Investment Management LLC | 0.01% | Reduce -13.8% | 193 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +52.5% | 154 | $23K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 160 | $22K |
| Allworth Financial LP | 0.00% | Add +225.6% | 127 | $21K |
| Fortitude Family Office, LLC | 0.01% | No change | 128 | $19K |
| Johnson Financial Group, Inc. | 0.00% | No change | 107 | $19K |
| UMB Bank, n.a. | 0.00% | Add +17.2% | 116 | $17K |
| Penserra Capital Management LLC | 0.00% | Reduce -97.6% | 114 | $17K |
| National Pension Service | 0.00% | New | 113 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 110 | $16K |
| Spire Wealth Management | 0.00% | New | 109 | $16K |
| Hemington Wealth Management | 0.00% | Add +21.7% | 112 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 100 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $15K |
| Godsey & Gibb, Inc. | 0.00% | No change | 100 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 98 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -78.2% | 94 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 85 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 80 | $12K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 75 | $11K |
| Bank of New Hampshire | 0.00% | No change | 75 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -22.7% | 75 | $11K |
| Alaska Permanent Fund Corp | 0.00% | No change | 74 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -42.4% | 72 | $11K |
| R Squared Ltd | 0.01% | — | 60 | $9K |
| Sierra Ocean, LLC | 0.01% | — | 60 | $9K |
| Continuum Advisory, LLC | 0.00% | Reduce -3.3% | 59 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 54 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 54 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 49 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 48 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $7K |
| Grove Bank & Trust | 0.00% | Add +100.0% | 46 | $7K |
| Millstone Evans Group, LLC | 0.00% | — | 44 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $6K |
| Sachetta, LLC | 0.00% | No change | 40 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 40 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 38 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +2.7% | 38 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 37 | $6K |
| NFSG Corp | 0.00% | Reduce -98.8% | 35 | $5K |
| CKW Financial Group | 0.00% | No change | 35 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 32 | $5K |
| Arax Advisory Partners | 0.00% | Add +11.5% | 29 | $4K |
| LRI Investments, LLC | 0.00% | No change | 25 | $4K |
| Red Tortoise LLC | 0.00% | No change | 23 | $3K |
| Abound Wealth Management | 0.00% | Reduce -17.9% | 23 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.4% | 19 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 19 | $3K |
| Whipplewood Advisors, LLC | 0.00% | — | 19 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 18 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.7% | 17 | $3K |
| Avior Wealth Management, LLC | 0.00% | Add +60.0% | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 15 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 15 | $2K |
| MCF Advisors LLC | 0.00% | No change | 13 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +30.0% | 13 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -29.4% | 12 | $2K |
| WPG Advisers, LLC | 0.00% | — | 10 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 9 | $1K |
| Zions Bancorporation, N.A. | 0.00% | No change | 9 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $1K |
| New Millennium Group LLC | 0.00% | New | 6 | $897 |
| Transce3nd, LLC | 0.00% | — | 6 | $897 |
| Harbour Investments, Inc. | 0.00% | Reduce -25.0% | 6 | $897 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $748 |
| Cranbrook Wealth Management, LLC | 0.00% | New | 4 | $599 |
| Riverview Trust Co | 0.00% | New | 4 | $598 |
| Denver PWM, LLC | 0.00% | New | 3 | $449 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $449 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $351 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $299 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.1% | 1 | $150 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $150 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $150 |
| Ancora Advisors LLC | 0.00% | New | 1 | $150 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $150 |
"% of holder's portfolio" is DVA's weight in each manager's 13F, not the share of Davita Inc. the manager owns.