DavitaDVA
13F holders, Q1 2025 (March 31)597holders +1
77new positions
76sold out
8famous investors
$152.95avg. 13F price*
At the end of Q1 2025, 597 institutions reported holding Davita Inc. (DVA) in their 13F filings, up 1 from Q4 2024. 77 opened new positions and 76 sold out. The largest holders were Berkshire Hathaway ($5.4B), Vanguard Group Inc. ($773.1M) and BlackRock, Inc. ($642.6M). 8 famous investors held it, including Warren Buffett (2.1% of Berkshire Hathaway's portfolio), Ray Dalio (0.2% of Bridgewater Associates'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $100.3M |
| Exits | 76 | $99.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,626,424 shares bought and 5,154,205 shares sold, net −2,527,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| Berkshire Hathaway | 2.07% | Reduce -2.6% | 35,142,479 | $5.4B |
| Vanguard Group Inc. | 0.01% | Reduce -3.1% | 5,054,064 | $773.1M |
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 4,200,942 | $642.6M |
| State Street Corp. | 0.01% | Reduce -6.3% | 2,196,724 | $336.0M |
| Invesco Ltd. | 0.05% | Add +3.4% | 1,642,947 | $251.3M |
| Morgan Stanley | 0.01% | Reduce -9.0% | 1,325,023 | $202.7M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 1,186,451 | $181.0M |
| LSV Asset Management | 0.35% | Reduce -6.4% | 962,329 | $147.2M |
| Northern Trust Corp. | 0.02% | Add +20.2% | 890,632 | $136.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.8% | 877,318 | $134.2M |
| Gates Capital Management, Inc. | 3.43% | Add +0.7% | 722,205 | $110.5M |
| Amundi | 0.03% | Add +16.0% | 517,690 | $79.6M |
| UBS Group AG | 0.02% | Reduce -35.9% | 484,699 | $74.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.2% | 468,721 | $71.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -3.8% | 448,291 | $68.6M |
| Holocene Advisors, LP | 0.18% | Add +35.6% | 409,638 | $62.7M |
| Allianz Asset Management GmbH | 0.09% | Reduce -23.5% | 408,827 | $62.5M |
| Epoch Investment Partners, Inc. | 0.32% | Add +10.7% | 407,921 | $62.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 376,294 | $57.6M |
| Squarepoint Ops LLC | 0.14% | Add +94.1% | 369,884 | $56.6M |
| Deutsche Bank AG | 0.02% | Reduce -7.4% | 363,485 | $55.6M |
| Legal & General Group Plc | 0.01% | Reduce -6.7% | 329,386 | $50.4M |
| Iron Triangle Partners LP | 7.71% | Add +22.7% | 319,566 | $48.9M |
| JPMorgan Chase & Co. | 0.00% | Add +32.8% | 304,753 | $46.6M |
| Doma Perpetual Capital Management LLC | 17.34% | Add +172.3% | 288,360 | $44.1M |
| Nordea Investment Management AB | 0.04% | Add +4.3% | 276,010 | $41.9M |
| KBC Group NV | 0.13% | Reduce -14.5% | 270,195 | $41.3M |
| Bank of America Corp. | 0.00% | Add +38.7% | 268,444 | $41.1M |
| Wedge Capital Management L L P | 0.77% | Add +17.1% | 259,906 | $39.8M |
| Royal Bank of Canada | 0.01% | Add +12.0% | 228,624 | $35.0M |
| Bridgewater Associates | 0.16% | Reduce -4.9% | 228,272 | $34.9M |
| Millennium Management | 0.03% | Add +65.9% | 206,473 | $31.6M |
| Andra AP-fonden | 0.51% | Add +10.0% | 204,484 | $31.3M |
| California Public Employees Retirement System | 0.02% | Add +1.3% | 199,391 | $30.5M |
| Freestone Grove Partners LP | 0.31% | New | 194,453 | $29.7M |
| 8 Knots Management, LLC | 3.73% | Reduce -71.6% | 193,542 | $29.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.21% | — | 188,207 | $28.8M |
| TD Asset Management Inc | 0.03% | Add +8.5% | 187,433 | $28.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.1% | 179,140 | $27.4M |
| Worldquant Millennium Advisors LLC | 0.17% | Add +81.4% | 172,986 | $26.5M |
| First Trust Advisors LP | 0.02% | Reduce -28.6% | 162,013 | $24.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.12% | Reduce -0.2% | 161,933 | $24.8M |
| Barclays PLC | 0.01% | Add +59.6% | 160,797 | $24.6M |
| FMR LLC | 0.00% | Reduce -8.9% | 155,068 | $23.7M |
| HSBC Holdings PLC | 0.02% | Reduce -1.9% | 150,918 | $23.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +11.1% | 142,846 | $21.9M |
| Rhumbline Advisers | 0.02% | Add +3.7% | 139,124 | $21.3M |
| Nuveen, LLC | 0.01% | — | 132,171 | $20.2M |
| Brandywine Global Investment Management, LLC | 0.14% | Add +19.4% | 129,219 | $19.8M |
| Swiss National Bank | 0.01% | Reduce -2.4% | 127,200 | $19.5M |
| Rovin Capital /Ut/ | 5.94% | New | 120,562 | $18.4M |
| Moran Wealth Management, LLC | 0.60% | Add +6.2% | 117,204 | $17.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -30.0% | 113,766 | $17.4M |
| Bank of Montreal | 0.01% | Reduce -12.7% | 110,171 | $16.9M |
| Schroder Investment Management Group | 0.02% | Reduce -2.0% | 110,060 | $16.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.8% | 109,099 | $16.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -19.6% | 106,490 | $16.3M |
| Gotham Asset Management | 0.14% | Reduce -19.5% | 105,779 | $16.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.18% | Reduce -22.1% | 102,667 | $15.7M |
| Pinebridge Investments, L.P. | 0.12% | Reduce -4.3% | 99,811 | $15.3M |
| Storebrand Asset Management As | 0.05% | Reduce -22.0% | 98,284 | $15.0M |
| Sei Investments Co. | 0.02% | Add +4.4% | 94,761 | $14.5M |
| Speece Thorson Capital Group Inc. | 2.92% | Reduce -12.0% | 92,740 | $14.2M |
| Boston Partners | 0.02% | Add +2.0% | 91,225 | $13.9M |
| Railway Pension Investments Ltd | 0.19% | No change | 88,856 | $13.6M |
| American Century Companies Inc. | 0.01% | Add +34.6% | 84,513 | $12.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 79,456 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -28.6% | 79,074 | $12.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -2.9% | 77,687 | $11.9M |
| Shelton Capital Management | 0.26% | Add +15.8% | 71,554 | $10.9M |
| AustralianSuper Pty Ltd | 0.06% | New | 70,361 | $10.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.7% | 69,936 | $10.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -40.1% | 67,524 | $10.3M |
| Hennessy Advisors Inc. | 0.34% | Reduce -10.2% | 65,800 | $10.1M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 65,770 | $10.1M |
| Neuberger Berman Group LLC | 0.01% | Add +684.0% | 65,364 | $10.0M |
| National Philanthropic Trust | 0.16% | No change | 62,931 | $9.6M |
| Wells Fargo & Company | 0.00% | Add +80.2% | 60,564 | $9.3M |
| Ossiam | 0.13% | Add +626.6% | 58,895 | $9.0M |
| Citigroup Inc. | 0.01% | Add +37.4% | 57,219 | $8.8M |
| Victory Capital Management Inc. | 0.01% | Add +31.9% | 57,074 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.2% | 56,192 | $8.6M |
| Credit Agricole S A | 0.03% | Reduce -55.7% | 55,885 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +73.0% | 56,248 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 55,255 | $8.5M |
| National Bank of Canada | 0.01% | Add +30.8% | 53,791 | $8.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -31.5% | 52,150 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.0% | 51,749 | $7.9M |
| Franklin Resources Inc. | 0.00% | Reduce -9.3% | 51,257 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | Add +22.1% | 49,809 | $7.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -58.5% | 49,712 | $7.6M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.22% | Add +59.5% | 49,373 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 47,795 | $7.3M |
| Verition Fund Management LLC | 0.04% | Add +78.3% | 46,582 | $7.1M |
| Stolper Co | 2.13% | Reduce -1.1% | 42,380 | $6.5M |
| Te Ahumairangi Investment Management Ltd | 1.37% | Add +0.3% | 42,318 | $6.5M |
| GHP Investment Advisors, Inc. | 0.31% | Reduce -4.9% | 41,937 | $6.4M |
| Aberdeen Group plc | 0.01% | Reduce -76.9% | 42,253 | $6.4M |
| Inlet Private Wealth, LLC | 1.60% | Add +1.0% | 40,340 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +649.5% | 40,075 | $6.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -19.2% | 39,940 | $6.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.5% | 38,342 | $5.9M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -8.6% | 37,034 | $5.7M |
| Crossmark Global Holdings, Inc. | 0.10% | Add +19.5% | 36,769 | $5.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.5% | 36,250 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 35,783 | $5.5M |
| Equitable Trust Co. | 0.30% | Reduce -4.8% | 35,317 | $5.4M |
| PDT Partners, LLC | 0.38% | Add +49.6% | 34,535 | $5.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +6.8% | 33,421 | $5.1M |
| 4D Advisors, LLC | 3.86% | New | 32,500 | $5.0M |
| New York State Common Retirement Fund | 0.01% | No change | 32,354 | $4.9M |
| Glenmede Trust Co. NA | 0.03% | Add +21.9% | 32,023 | $4.9M |
| Comerica Bank | 0.02% | Add +5.5% | 31,979 | $4.9M |
| Aviva PLC | 0.01% | Add +12.6% | 31,437 | $4.8M |
| AQR Capital Management | 0.00% | Reduce -64.1% | 31,204 | $4.7M |
| Promethos Capital, LLC | 1.61% | Reduce -2.6% | 28,636 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -4.1% | 28,389 | $4.3M |
| KLP Kapitalforvaltning As | 0.02% | No change | 28,314 | $4.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.3% | 28,192 | $4.3M |
| HRT Financial LP | 0.03% | New | 28,067 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 27,604 | $4.2M |
| Voya Investment Management LLC | 0.01% | Reduce -3.3% | 27,421 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -73.0% | 27,412 | $4.2M |
| Norges Bank | 0.00% | Reduce -44.3% | 27,190 | $4.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -44.4% | 27,109 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +322.9% | 26,959 | $4.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.7% | 26,781 | $4.1M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 26,528 | $4.1M |
| Quantinno Capital Management LP | 0.03% | Reduce -6.2% | 26,411 | $4.0M |
| Cannell & Spears LLC | 0.09% | Reduce -2.2% | 25,895 | $4.0M |
| Achmea Investment Management B.V. | 0.06% | Add +71.0% | 25,793 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 25,180 | $3.9M |
| Danske Bank A/S | 0.01% | Reduce -5.3% | 24,868 | $3.8M |
| Gabelli Funds LLC | 0.03% | Reduce -13.3% | 24,707 | $3.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.3% | 24,701 | $3.8M |
| Summit Trail Advisors, LLC | 0.12% | Reduce -3.5% | 24,524 | $3.8M |
| Royal London Asset Management Ltd. | 0.01% | Add +10.0% | 24,116 | $3.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +291.8% | 24,388 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -31.4% | 23,897 | $3.7M |
| APG Asset Management N.V. | 0.01% | Reduce -6.6% | 25,500 | $3.6M |
| Macquarie Group Ltd. | 0.00% | Add +3.6% | 23,376 | $3.6M |
| Chase Investment Counsel Corp. | 1.29% | Reduce -29.7% | 23,035 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.6% | 22,556 | $3.5M |
| J. Safra Sarasin Holding AG | 0.06% | Reduce -22.1% | 21,962 | $3.4M |
| Patton Fund Management, Inc. | 0.79% | Reduce -22.9% | 21,348 | $3.3M |
| Brown Advisory Inc. | 0.00% | Reduce -0.6% | 20,440 | $3.1M |
| Asset Management One Co., Ltd. | 0.01% | Add +3.5% | 20,063 | $3.1M |
| Forsta Ap-Fonden | 0.02% | Reduce -1.0% | 19,900 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -12.7% | 19,877 | $3.0M |
| Dark Forest Capital Management LP | 0.14% | Add +849.8% | 19,461 | $3.0M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -10.2% | 19,380 | $3.0M |
| LPL Financial LLC | 0.00% | Add +36.2% | 18,689 | $2.9M |
| Curated Wealth Partners LLC | 0.37% | No change | 18,535 | $2.8M |
| IMC-Chicago, LLC | 0.11% | New | 18,291 | $2.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +3.6% | 17,956 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -4.2% | 17,891 | $2.7M |
| Commerce Bank | 0.02% | New | 17,740 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -66.3% | 17,150 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.0% | 17,063 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.2% | 16,979 | $2.6M |
| Man Group plc | 0.01% | Add +63.0% | 16,728 | $2.6M |
| ASR Vermogensbeheer N.V. | 0.04% | — | 16,564 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 16,333 | $2.5M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.04% | Add +652.9% | 15,923 | $2.4M |
| Capital Fund Management S.A. | 0.03% | New | 15,279 | $2.3M |
| Toronto Dominion Bank | 0.01% | Add +1.6% | 15,165 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 15,110 | $2.3M |
| iA Global Asset Management Inc. | 0.04% | Add +157.0% | 14,924 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +87.4% | 14,861 | $2.3M |
| Romano Brothers and Company | 0.29% | Reduce -2.7% | 14,813 | $2.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Reduce -50.0% | 14,786 | $2.3M |
| PEAK6 LLC | 0.09% | Reduce -14.0% | 14,708 | $2.2M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -59.4% | 14,681 | $2.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +1.3% | 14,485 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -17.8% | 14,250 | $2.2M |
| IFM Investors Pty Ltd | 0.02% | No change | 13,932 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.6% | 13,533 | $2.1M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -81.9% | 13,530 | $2.1M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -22.5% | 13,467 | $2.1M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +18.8% | 13,412 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.3% | 13,273 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -12.2% | 13,265 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -2.7% | 13,043 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -2.3% | 13,039 | $2.0M |
| Jain Global LLC | 0.04% | Add +246.9% | 12,837 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.4% | 12,705 | $1.9M |
| Cinctive Capital Management LP | 0.15% | Reduce -72.8% | 12,614 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -53.7% | 12,612 | $1.9M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -7.7% | 12,929 | $1.9M |
| Tidal Investments LLC | 0.02% | Reduce -1.5% | 12,279 | $1.9M |
| Globeflex Capital L P | 0.17% | Reduce -28.7% | 12,104 | $1.9M |
| Bridgeway Capital Management, LLC | 0.05% | No change | 12,050 | $1.8M |
| Rothschild Investment LLC | 0.12% | No change | 11,865 | $1.8M |
| Walleye Trading LLC | 0.05% | New | 11,758 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -56.1% | 11,734 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.5% | 11,701 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Add +1.2% | 11,645 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 11,500 | $1.8M |
| PGGM Investments | 0.02% | No change | 11,293 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -6.0% | 11,270 | $1.7M |
| Caisse Des Depots Et Consignations | 0.08% | No change | 11,250 | $1.7M |
| Nilsine Partners, LLC | 0.19% | Add +0.5% | 11,213 | $1.7M |
| Persistent Asset Partners Ltd | 1.45% | Reduce -75.2% | 10,722 | $1.6M |
| Xponance LLC | 0.02% | Reduce -2.6% | 10,624 | $1.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -2.4% | 10,383 | $1.6M |
| XTX Topco Ltd | 0.08% | New | 10,356 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Add +87.8% | 10,541 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.1% | 10,282 | $1.6M |
| Czech National Bank | 0.01% | Add +3.3% | 10,106 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.9% | 10,062 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.1% | 10,044 | $1.5M |
| Sippican Capital Advisors | 1.15% | Reduce -3.3% | 10,016 | $1.5M |
| Group One Trading LLC | 0.06% | Reduce -2.3% | 9,996 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.9% | 9,601 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -0.0% | 9,581 | $1.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -3.2% | 9,455 | $1.4M |
| STRS Ohio | 0.01% | Reduce -38.2% | 9,340 | $1.4M |
| Swedbank AB | 0.00% | No change | 9,294 | $1.4M |
| Mount Lucas Management LP | 0.65% | Reduce -29.0% | 9,092 | $1.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Reduce -10.1% | 8,939 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 8,862 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +47.9% | 8,780 | $1.3M |
| Vident Advisory, LLC | 0.02% | New | 8,684 | $1.3M |
| Jump Financial, LLC | 0.02% | Add +78.2% | 8,642 | $1.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -2.4% | 8,626 | $1.3M |
| Redwood Investment Management, LLC | 0.14% | Reduce -10.3% | 8,609 | $1.3M |
| Fox Hill Wealth Management | 0.77% | Reduce -44.3% | 8,536 | $1.3M |
| Martin Capital Advisors, LLP | 0.93% | Reduce -1.2% | 8,524 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +68.3% | 8,483 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +12.3% | 8,383 | $1.3M |
| Wellington Management Group LLP | 0.00% | Add +207.9% | 8,348 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -79.6% | 8,330 | $1.3M |
| Bokf, NA | 0.02% | Reduce -7.1% | 8,329 | $1.3M |
| Arjuna Capital | 0.35% | New | 8,296 | $1.3M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -88.3% | 8,200 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -27.7% | 8,035 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 8,031 | $1.2M |
| Oak Associates Ltd. | 0.09% | New | 7,919 | $1.2M |
| Creative Planning | 0.00% | Add +0.3% | 7,829 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +56.9% | 7,658 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -46.4% | 7,653 | $1.2M |
| DNB Asset Management AS | 0.01% | Reduce -16.2% | 7,601 | $1.2M |
| Helios Capital Management Pte. Ltd. | 2.03% | No change | 7,600 | $1.2M |
| Kintegral Advisory, LLC | 0.12% | Reduce -0.3% | 7,483 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -3.4% | 7,467 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Reduce -67.3% | 7,411 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -17.9% | 7,181 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -40.5% | 7,087 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -77.2% | 7,017 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +2.2% | 6,967 | $1.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +882.8% | 6,958 | $1.1M |
| Clarkston Capital Partners, LLC | 0.02% | No change | 6,954 | $1.1M |
| Mediolanum International Funds Ltd | 0.01% | Add +21.3% | 7,050 | $1.1M |
| Empowered Funds, LLC | 0.01% | Reduce -87.8% | 6,812 | $1.0M |
| Ritholtz Wealth Management | 0.03% | Reduce -1.2% | 6,689 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | New | 6,602 | $1.0M |
| Mission Wealth Management, LP | 0.03% | No change | 6,587 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | New | 6,464 | $989K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 6,441 | $985K |
| Board of the Pension Protection Fund | 1.12% | Add +30.6% | 6,400 | $979K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.4% | 6,364 | $974K |
| Contravisory Investment Management, Inc. | 0.20% | Add +0.3% | 6,097 | $933K |
| Occudo Quantitative Strategies LP | 0.12% | Add +211.3% | 6,034 | $906K |
| Public Sector Pension Investment Board | 0.00% | Add +4.9% | 5,841 | $893K |
| Panagora Asset Management Inc. | 0.00% | Add +190.4% | 5,774 | $883K |
| TD Private Client Wealth LLC | 0.02% | Add +21.6% | 5,703 | $872K |
| Atlas Capital Advisors Inc. | 0.11% | Reduce -1.1% | 5,699 | $872K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +15.8% | 5,643 | $864K |
| Delta Financial Advisors LLC | 0.32% | No change | 5,645 | $864K |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -1.5% | 5,595 | $856K |
| SG Americas Securities, LLC | 0.00% | New | 5,528 | $846K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.3% | 5,501 | $841K |
| Cibc World Markets Corp. | 0.01% | Reduce -25.5% | 5,357 | $819K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.6% | 5,346 | $818K |
| Qtron Investments LLC | 0.12% | No change | 5,327 | $815K |
| Kiker Wealth Management, LLC | 0.55% | Reduce -3.7% | 5,267 | $806K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.2% | 5,154 | $788K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.3% | 5,129 | $785K |
| Aquatic Capital Management LLC | 0.02% | New | 5,122 | $784K |
| Numerai GP LLC | 0.15% | New | 5,088 | $778K |
| Whittier Trust Co. | 0.01% | Reduce -22.1% | 5,039 | $771K |
| Wealth Quarterback LLC | 0.43% | New | 5,003 | $765K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,972 | $761K |
| Sage Investment Counsel LLC | 0.96% | Reduce -19.5% | 4,971 | $760K |
| Creekmur Asset Management LLC | 0.16% | Reduce -27.1% | 4,898 | $749K |
| Radnor Capital Management, LLC | 0.12% | No change | 4,800 | $734K |
| Quantbot Technologies LP | 0.02% | Reduce -89.3% | 4,671 | $715K |
| Bank of Nova Scotia | 0.00% | Reduce -23.5% | 4,637 | $709K |
| CCM Investment Group, LLC | 0.07% | Reduce -19.9% | 4,684 | $704K |
| OP Asset Management Ltd | 0.01% | — | 4,585 | $701K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.1% | 4,545 | $695K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.1% | 4,545 | $695K |
| Mariner, LLC | 0.00% | Reduce -29.6% | 4,530 | $693K |
| Korea Investment CORP | 0.00% | Reduce -81.9% | 4,519 | $691K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -97.4% | 4,510 | $690K |
| City Holding Co. | 0.10% | Add +2.9% | 4,510 | $690K |
| Engineers Gate Manager LP | 0.01% | New | 4,500 | $688K |
| Financial Strategies Group, Inc. | 0.16% | Add +21.6% | 4,688 | $686K |
| Tobam | 0.29% | Reduce -70.4% | 4,475 | $685K |
| Tredje AP-fonden | 0.01% | No change | 4,424 | $677K |
| Van Eck Associates Corp. | 0.00% | Add +3.6% | 4,386 | $671K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.5% | 4,351 | $666K |
| Two Sigma Securities, LLC | 0.10% | New | 4,314 | $660K |
| Fifth Third Bancorp | 0.00% | Add +5.0% | 4,274 | $654K |
| VCI Wealth Management LLC | 0.27% | New | 4,252 | $650K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 4,240 | $649K |
| QRG Capital Management, Inc. | 0.01% | Reduce -9.3% | 4,195 | $642K |
| Perkins Coie Trust Co | 0.14% | No change | 4,145 | $634K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 4,130 | $632K |
| Epacria Capital Partners, LLC | 0.51% | Reduce -0.9% | 4,107 | $628K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 4,100 | $627K |
| Roberts Capital Advisors, LLC | 0.55% | New | 4,088 | $625K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -15.7% | 4,086 | $625K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -20.4% | 4,075 | $623K |
| Guggenheim Capital LLC | 0.01% | Reduce -16.5% | 4,020 | $615K |
| AlphaQuest LLC | 0.07% | Add +66.5% | 4,017 | $614K |
| Natixis | 0.00% | Reduce -64.5% | 4,033 | $613K |
| SoundView Advisors Inc. | 0.25% | No change | 3,984 | $609K |
| Rakuten Investment Management, Inc. | 0.00% | — | 4,052 | $609K |
| Savant Capital, LLC | 0.01% | Reduce -59.5% | 3,938 | $602K |
| Scotia Capital Inc. | 0.00% | Add +7.2% | 3,911 | $598K |
| Investment Management Corp of Ontario | 0.01% | New | 3,882 | $594K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.6% | 3,749 | $573K |
| Woodline Partners LP | 0.00% | Reduce -85.8% | 3,718 | $569K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 3,683 | $563K |
| Ostrum Asset Management | 0.03% | Reduce -2.6% | 3,669 | $561K |
| Oddo BHF Asset Management Sas | 0.02% | New | 3,535 | $541K |
| Mizuho Securities USA LLC | 0.01% | Reduce -17.6% | 3,523 | $539K |
| L2 Asset Management, LLC | 0.11% | Add +6.0% | 3,506 | $536K |
| Summit Financial, LLC | 0.01% | New | 3,502 | $536K |
| Focus Partners Wealth | 0.00% | Reduce -7.3% | 3,473 | $531K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 3,417 | $522K |
| Quantedge Capital Pte Ltd | 0.16% | Reduce -82.2% | 3,400 | $520K |
| Catalyst Funds Management Pty Ltd | 0.14% | Reduce -29.2% | 3,400 | $520K |
| Caxton Associates LLP | 0.02% | — | 3,352 | $513K |
| Knights of Columbus Asset Advisors LLC | 0.04% | Reduce -6.6% | 3,343 | $511K |
| Captrust Financial Advisors | 0.00% | Reduce -16.4% | 3,338 | $511K |
| Maverick Capital | 0.01% | Add +123.9% | 3,273 | $501K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.2% | 3,265 | $499K |
| Bayforest Capital Ltd | 0.22% | Add +331.1% | 3,259 | $499K |
| Measured Wealth Private Client Group, LLC | 0.16% | Add +29.4% | 3,221 | $493K |
| M&T Bank Corp | 0.00% | Reduce -13.6% | 3,163 | $483K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,050 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -78.3% | 3,043 | $465K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.3% | 3,000 | $459K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +32.8% | 2,969 | $454K |
| Keybank National Association | 0.00% | Add +7.2% | 2,916 | $446K |
| NWF Advisory Services Inc. | 0.06% | No change | 2,835 | $434K |
| Prospera Financial Services Inc | 0.01% | New | 2,812 | $430K |
| Lido Advisors, LLC | 0.00% | Add +3.2% | 2,804 | $429K |
| Plato Investment Management Ltd | 0.04% | No change | 2,729 | $422K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.9% | 2,747 | $420K |
| Precision Wealth Strategies, LLC | 0.32% | Add +12.2% | 2,724 | $417K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -36.5% | 2,722 | $416K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 2,700 | $413K |
| Hartford Investment Management Co. | 0.01% | Reduce -4.0% | 2,687 | $411K |
| Nomura Holdings Inc. | 0.00% | Add +17.1% | 2,668 | $408K |
| Hollencrest Capital Management | 0.02% | No change | 2,639 | $404K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -2.0% | 2,623 | $401K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 2,616 | $400K |
| State of Wyoming | 0.05% | Add +28.9% | 2,603 | $398K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -47.1% | 2,574 | $394K |
| Utah Retirement Systems | 0.00% | Reduce -67.9% | 2,500 | $382K |
| Cerity Partners LLC | 0.00% | Reduce -69.0% | 2,466 | $377K |
| Vontobel Holding Ltd. | 0.00% | Add +17.8% | 2,464 | $377K |
| US Bancorp \de | 0.00% | Reduce -17.8% | 2,443 | $374K |
| Raiffeisen Bank International AG | 0.01% | No change | 2,477 | $372K |
| Norinchukin Bank, The | 0.01% | Add +14.9% | 2,428 | $371K |
| Alps Advisors Inc. | 0.00% | Add +11.0% | 2,403 | $368K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,400 | $367K |
| Maia Wealth LLC | 0.08% | Reduce -0.1% | 2,429 | $366K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 2,379 | $364K |
| Sowell Financial Services LLC | 0.02% | New | 2,378 | $364K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -18.2% | 2,375 | $363K |
| Impact Partnership Wealth, LLC | 0.08% | Add +21.7% | 2,363 | $361K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.7% | 2,327 | $356K |
| Heartland Bank & Trust Co | 0.18% | New | 2,305 | $353K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -38.5% | 2,293 | $351K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,252 | $344K |
| Ethic Inc. | 0.01% | Reduce -48.0% | 2,258 | $343K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.7% | 2,353 | $339K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.5% | 2,203 | $337K |
| AXA S.A. | 0.00% | Reduce -7.6% | 2,199 | $336K |
| Prudential PLC | 0.00% | Reduce -71.5% | 2,175 | $333K |
| E Fund Management Co., Ltd. | 0.02% | Reduce -2.0% | 2,150 | $329K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.3% | 2,143 | $328K |
| Wedmont Private Capital | 0.02% | Add +17.8% | 2,095 | $326K |
| Leonteq Securities AG | 0.02% | Add +179.9% | 2,119 | $324K |
| Freedom Investment Management, Inc. | 0.03% | Add +17.3% | 2,099 | $321K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -4.6% | 2,086 | $319K |
| Empirical Finance, LLC | 0.02% | Add +6.0% | 2,084 | $319K |
| MBB Public Markets I LLC | 0.04% | New | 2,070 | $317K |
| Smith Group Asset Management, LLC | 0.02% | Reduce -67.5% | 2,070 | $317K |
| KWB Wealth | 0.04% | Add +2.1% | 2,111 | $316K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.5% | 2,055 | $314K |
| Petrus Trust Company, LTA | 0.03% | Add +12.7% | 2,047 | $313K |
| Quadrant Capital Group LLC | 0.01% | Add +311.3% | 2,040 | $312K |
| Verus Capital Partners, LLC | 0.03% | Add +37.5% | 2,034 | $311K |
| Scientech Research LLC | 0.08% | New | 2,028 | $310K |
| Tiaa Trust, National Association | 0.00% | Reduce -69.2% | 2,021 | $309K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +23.6% | 2,015 | $308K |
| Vestcor Inc | 0.01% | Add +57.6% | 1,994 | $305K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.5% | 1,990 | $302K |
| V-Square Quantitative Management LLC | 0.04% | Add +2.2% | 1,973 | $302K |
| denkapparat Operations GmbH | 0.31% | Add +10.2% | 1,938 | $296K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,931 | $295K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +5.8% | 1,930 | $295K |
| Trustmark Bank Trust Department | 0.02% | Reduce -24.0% | 1,908 | $292K |
| Aristeia Capital, L.L.C. | 0.02% | New | 1,896 | $290K |
| Sig Brokerage, LP | 0.08% | New | 1,881 | $288K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.2% | 1,875 | $287K |
| Greenleaf Trust | 0.00% | Reduce -1.8% | 1,864 | $285K |
| Metis Global Partners, LLC | 0.01% | Add +18.5% | 1,819 | $278K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -2.6% | 1,818 | $278K |
| Shell Asset Management Co. | 0.01% | No change | 1,817 | $278K |
| NDVR, Inc. | 0.28% | Add +4.3% | 1,788 | $274K |
| Basepoint Wealth LLC | 0.21% | Reduce -34.0% | 1,749 | $268K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +15.6% | 1,740 | $266K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -93.1% | 1,738 | $266K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.1% | 1,719 | $263K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 1,669 | $255K |
| Blair William & Co. | 0.00% | Reduce -1.3% | 1,651 | $253K |
| Pitcairn Co. | 0.01% | Reduce -1.1% | 1,630 | $249K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -58.4% | 1,623 | $248K |
| CX Institutional | 0.01% | Add +11.7% | 1,614 | $247K |
| Versor Investments LP | 0.04% | New | 1,594 | $244K |
| Cwm, LLC | 0.00% | Reduce -19.3% | 1,544 | $236K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,538 | $235K |
| GAMMA Investing LLC | 0.02% | Reduce -3.3% | 1,535 | $235K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,535 | $235K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -8.1% | 1,530 | $234K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.5% | 1,518 | $232K |
| Dopkins Wealth Management, LLC | 0.12% | No change | 1,500 | $229K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 1,500 | $229K |
| Two Sigma Advisers, LP | 0.00% | New | 1,500 | $229K |
| Beaton Management Co. Inc. | 0.12% | New | 1,500 | $229K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,484 | $227K |
| Paloma Partners Management Co | 0.08% | New | 1,467 | $224K |
| Meiji Yasuda Life Insurance Co | 0.00% | Reduce -16.8% | 1,466 | $224K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,459 | $223K |
| Strategic Advocates LLC | 0.08% | Add +0.6% | 1,445 | $221K |
| SVB Wealth LLC | 0.01% | New | 1,444 | $221K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -39.4% | 1,434 | $219K |
| Fielder Capital Group LLC | 0.06% | Reduce -2.9% | 1,420 | $217K |
| Sage Rhino Capital LLC | 0.05% | No change | 1,419 | $217K |
| Deseret Mutual Benefit Administrators | 0.11% | Reduce -14.8% | 1,415 | $216K |
| Blueshift Asset Management, LLC | 0.09% | New | 1,413 | $216K |
| Humankind Investments LLC | 0.06% | New | 1,412 | $216K |
| Harvest Investment Services, LLC | 0.06% | Reduce -0.8% | 1,406 | $215K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -2.2% | 1,400 | $214K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 1,395 | $213K |
| North Star Investment Management Corp. | 0.02% | No change | 1,390 | $213K |
| Forum Financial Management, LP | 0.00% | Add +0.5% | 1,356 | $207K |
| Secure Asset Management, LLC | 0.04% | Reduce -2.5% | 1,355 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,310 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Add +28.2% | 1,258 | $191K |
| Mather Group, Llc. | 0.00% | Add +7.0% | 1,201 | $184K |
| GF Fund Management Co. LTD. | 0.00% | No change | 1,150 | $176K |
| Brooklyn Investment Group | 0.04% | Add +0.8% | 1,087 | $166K |
| Farther Finance Advisors, LLC | 0.00% | Add +199.7% | 1,070 | $163K |
| IFP Advisors, Inc | 0.00% | Reduce -4.4% | 980 | $150K |
| Exchange Traded Concepts, LLC | 0.00% | Add +8.9% | 970 | $148K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.4% | 901 | $138K |
| Huntington National Bank | 0.00% | Reduce -1.8% | 887 | $136K |
| CI Investments Inc. | 0.00% | Reduce -36.0% | 855 | $131K |
| Creative Financial Designs Inc. | 0.01% | Reduce -25.9% | 788 | $121K |
| Mufg Securities Americas Inc. | 0.01% | Add +17.0% | 779 | $119K |
| Caitong International Asset Management Co., Ltd | 0.08% | New | 732 | $112K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.1% | 713 | $107K |
| Sandy Spring Bank | 0.00% | No change | 684 | $105K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 669 | $102K |
| Estabrook Capital Management | 0.02% | No change | 650 | $99K |
| Horizon Investments, LLC | 0.00% | Add +0.3% | 631 | $97K |
| Tacita Capital Inc | 0.07% | Reduce -52.0% | 600 | $92K |
| Blue Trust, Inc. | 0.00% | Add +150.9% | 567 | $87K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 558 | $85K |
| First Horizon Advisors, Inc. | 0.00% | No change | 546 | $84K |
| Covestor Ltd | 0.06% | Reduce -16.0% | 542 | $83K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 542 | $83K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -89.8% | 533 | $82K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 525 | $80K |
| CoreCap Advisors, LLC | 0.00% | New | 512 | $78K |
| NewEdge Advisors, LLC | 0.00% | Add +20.8% | 511 | $78K |
| Siemens Fonds Invest GmbH | 0.01% | New | 511 | $78K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.8% | 513 | $77K |
| Quent Capital, LLC | 0.01% | Reduce -9.4% | 502 | $77K |
| Lindbrook Capital, LLC | 0.01% | Add +7.2% | 493 | $75K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 467 | $71K |
| Signaturefd, LLC | 0.00% | Reduce -4.1% | 463 | $71K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 450 | $69K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.5% | 430 | $66K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.3% | 407 | $62K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 400 | $61K |
| Coastline Trust Co | 0.01% | No change | 360 | $55K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 360 | $55K |
| MAI Capital Management | 0.00% | Reduce -14.7% | 355 | $54K |
| SBI Securities Co., Ltd. | 0.00% | Add +22.9% | 333 | $51K |
| CENTRAL TRUST Co | 0.00% | Reduce -14.5% | 307 | $47K |
| Cromwell Holdings LLC | 0.03% | No change | 302 | $46K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 299 | $45K |
| Arax Advisory Partners | 0.00% | Add +724.1% | 239 | $37K |
| Y.D. More Investments Ltd | 0.00% | New | 232 | $35K |
| Copia Wealth Management | 0.03% | No change | 202 | $31K |
| National Pension Service | 0.00% | Add +74.3% | 197 | $30K |
| UMB Bank, n.a. | 0.00% | Add +65.5% | 192 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.1% | 185 | $28K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -65.8% | 172 | $26K |
| Hantz Financial Services, Inc. | 0.00% | New | 156 | $24K |
| Sentry Investment Management LLC | 0.02% | Reduce -19.7% | 155 | $23K |
| Tortoise Investment Management, LLC | 0.00% | Add +50.0% | 150 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Add +331.3% | 138 | $21K |
| Fortitude Family Office, LLC | 0.01% | No change | 128 | $20K |
| Hemington Wealth Management | 0.00% | Add +8.9% | 122 | $18K |
| Allworth Financial LP | 0.00% | Reduce -2.4% | 124 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 110 | $17K |
| Spire Wealth Management | 0.00% | No change | 109 | $17K |
| Johnson Financial Group, Inc. | 0.00% | No change | 107 | $16K |
| Motco | 0.00% | New | 105 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 100 | $15K |
| Costello Asset Management, INC | 0.01% | New | 100 | $15K |
| Godsey & Gibb, Inc. | 0.00% | No change | 100 | $15K |
| Wayfinding Financial, LLC | 0.01% | New | 99 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 98 | $15K |
| Strengthening Families & Communities, LLC | 0.01% | New | 94 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Add +51.7% | 88 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 85 | $13K |
| Private Trust Co. NA | 0.00% | Add +13.3% | 85 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 75 | $11K |
| Bank of New Hampshire | 0.00% | No change | 75 | $11K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 72 | $11K |
| Alaska Permanent Fund Corp | 0.00% | No change | 74 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -20.0% | 64 | $10K |
| Sierra Ocean, LLC | 0.01% | No change | 60 | $9K |
| Continuum Advisory, LLC | 0.00% | Reduce -1.7% | 58 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 54 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.1% | 51 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 48 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 48 | $7K |
| Manchester Capital Management LLC | 0.00% | Add +29.7% | 48 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | — | 46 | $7K |
| Grove Bank & Trust | 0.00% | No change | 46 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 44 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $7K |
| Sachetta, LLC | 0.00% | No change | 40 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 40 | $6K |
| Hughes Financial Services, LLC | 0.00% | New | 39 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 38 | $6K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.6% | 37 | $6K |
| WPG Advisers, LLC | 0.01% | Add +260.0% | 36 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -13.2% | 33 | $5K |
| CKW Financial Group | 0.00% | No change | 35 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 30 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 29 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 27 | $4K |
| LRI Investments, LLC | 0.00% | No change | 25 | $4K |
| Red Tortoise LLC | 0.00% | No change | 23 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $3K |
| SouthState Bank Corp | 0.00% | New | 19 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 19 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -57.9% | 8 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +280.0% | 19 | $3K |
| Saudi Central Bank | 0.01% | New | 18 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 18 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 17 | $3K |
| Stonebridge Financial Group, LLC | 0.00% | New | 17 | $3K |
| Abound Wealth Management | 0.00% | Reduce -30.4% | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -6.7% | 14 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 15 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -7.7% | 12 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| True Wealth Design, LLC | 0.00% | Add +11.1% | 10 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $2K |
| Parvin Asset Management, LLC | 0.00% | New | 9 | $1K |
| Zions Bancorporation, National Association | 0.00% | — | 9 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $1K |
| ORG Partners LLC | 0.00% | New | 8 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 6 | $918 |
| Osterweis Capital Management Inc. | 0.00% | New | 5 | $765 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 4 | $612 |
| Larson Financial Group LLC | 0.00% | Add +300.0% | 4 | $612 |
| Rise Advisors, LLC | 0.00% | New | 3 | $459 |
| Highline Wealth Partners LLC | 0.00% | New | 3 | $459 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $458 |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 2 | $306 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $306 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $306 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $306 |
| WestEnd Advisors, LLC | 0.00% | Add +100.0% | 2 | $306 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $278 |
| Legacy Bridge, LLC | 0.00% | New | 1 | $176 |
| Ancora Advisors LLC | 0.00% | No change | 1 | $153 |
| Avion Wealth | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is DVA's weight in each manager's 13F, not the share of Davita Inc. the manager owns.