DavitaDVA

13F holders, Q2 2025 (June 30)
593holders −4
66new positions
64sold out
9famous investors
$142.43avg. 13F price*

At the end of Q2 2025, 593 institutions reported holding Davita Inc. (DVA) in their 13F filings, down 4 from Q1 2025. 66 opened new positions and 64 sold out. The largest holders were Berkshire Hathaway ($4.8B), Vanguard Group Inc. ($676.3M) and BlackRock, Inc. ($585.9M). 9 famous investors held it, including Warren Buffett (1.9% of Berkshire Hathaway's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Davita Inc.
Sector
Health Care
CUSIP
23918K108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 544Q1 2024Q2 2024: 560Q2 2024Q3 2024: 601Q3 2024Q4 2024: 596Q4 2024Q1 2025: 597Q1 2025Q2 2025: 593Q2 2025Q3 2025: 562Q3 2025Q4 2025: 534Q4 2025Q1 2026: 584Q1 2026Q2 2026: 631Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions66$111.0M
Exits64$211.8M

All 13F filers, Q1 2025 → Q2 2025: 4,983,608 shares bought and 5,729,099 shares sold, net −745,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 593 holders

Berkshire Hathaway 1.87% Reduce -3.8% 33,796,541 $4.8B
Vanguard Group Inc. 0.01% Reduce -6.1% 4,747,526 $676.3M
BlackRock, Inc. 0.01% Reduce -2.1% 4,113,354 $585.9M
State Street Corp. 0.01% Reduce -4.7% 2,093,334 $298.2M
Invesco Ltd. 0.04% Add +0.2% 1,646,890 $234.6M
Morgan Stanley 0.01% Add +16.9% 1,549,649 $220.7M
Geode Capital Management, LLC 0.01% Reduce -6.5% 1,109,685 $157.4M
Gates Capital Management, Inc. 4.72% Add +52.2% 1,098,980 $156.5M
Dimensional Fund Advisors LP 0.03% Add +13.7% 997,532 $142.1M
LSV Asset Management 0.31% Reduce -2.2% 940,729 $134.0M
Northern Trust Corp. 0.01% Reduce -19.5% 717,178 $102.2M
UBS Group AG 0.02% Add +16.8% 566,183 $80.7M
Squarepoint Ops LLC 0.16% Add +36.3% 504,043 $71.8M
JPMorgan Chase & Co. 0.00% Add +58.7% 483,618 $68.9M
Pacer Advisors, Inc. 0.17% Add +4437.7% 466,567 $66.5M
Royal Bank of Canada 0.01% Add +100.8% 458,992 $65.4M
Amundi 0.02% Reduce -11.5% 458,331 $65.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.1% 445,026 $63.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -4.9% 426,153 $60.7M
Millennium Management 0.06% Add +103.3% 419,663 $59.8M
KBC Group NV 0.14% Add +38.7% 374,749 $53.4M
Bank of New York Mellon Corp 0.01% Reduce -6.2% 353,061 $50.3M
Allianz Asset Management GmbH 0.07% Reduce -15.2% 346,883 $49.4M
Barclays PLC 0.02% Add +115.0% 345,774 $49.3M
Deutsche Bank AG 0.02% Reduce -10.0% 327,223 $46.6M
Legal & General Group Plc 0.01% Reduce -7.7% 303,968 $43.3M
Doma Perpetual Capital Management LLC 15.56% No change 288,360 $41.1M
Man Group plc 0.09% Add +1608.6% 285,809 $40.7M
Nordea Investment Management AB 0.04% Add +1.9% 281,392 $39.7M
Wedge Capital Management L L P 0.68% Add +3.3% 268,444 $38.2M
Arrowstreet Capital, Limited Partnership 0.03% Add +132.1% 264,084 $37.6M
Worldquant Millennium Advisors LLC 0.18% Add +49.1% 257,845 $36.7M
Norges Bank 0.00% Add +751.7% 231,565 $33.0M
Andra AP-fonden 0.46% Add +13.1% 231,184 $32.9M
Goldman Sachs Group Inc. 0.00% Add +15.5% 206,943 $29.5M
Neuberger Berman Group LLC 0.02% Add +197.2% 194,235 $27.7M
Bank of America Corp. 0.00% Reduce -29.9% 188,073 $26.8M
First Trust Advisors LP 0.02% Reduce -3.4% 156,443 $22.3M
California Public Employees Retirement System 0.01% Reduce -22.9% 153,815 $21.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.15% Reduce -19.6% 151,307 $21.6M
HSBC Holdings PLC 0.01% Reduce -4.1% 144,780 $20.6M
Citadel Advisors 0.02% Add +425.2% 143,968 $20.5M
Rhumbline Advisers 0.02% Add +0.4% 139,624 $19.9M
BNP Paribas Financial Markets 0.02% Add +75.7% 138,959 $19.8M
FMR LLC 0.00% Reduce -11.2% 137,765 $19.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -4.2% 136,862 $19.5M
Swiss National Bank 0.01% Add +4.8% 133,300 $19.0M
AustralianSuper Pty Ltd 0.09% Add +82.3% 128,298 $18.3M
Qube Research & Technologies Ltd 0.03% New 127,380 $18.1M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -22.9% 124,833 $17.8M
Rovin Capital /Ut/ 5.20% No change 120,562 $17.2M
Pinebridge Investments, L.P. 0.13% Add +17.8% 117,564 $16.7M
Nuveen, LLC 0.00% Reduce -12.3% 115,948 $16.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +4.0% 113,503 $16.2M
Bridgewater Associates 0.06% Reduce -50.9% 112,107 $16.0M
Connor, Clark & Lunn Investment Management Ltd. 0.06% New 111,633 $15.9M
Tidal Investments LLC 0.10% Add +800.7% 110,592 $15.8M
Railway Pension Investments Ltd 0.19% Add +6.4% 94,556 $13.5M
Speece Thorson Capital Group Inc. 2.74% Add +1.9% 94,502 $13.5M
Twinbeech Capital LP 0.30% New 94,427 $13.5M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Reduce -9.8% 92,641 $13.2M
Storebrand Asset Management As 0.04% Reduce -9.7% 88,738 $12.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -18.4% 86,847 $12.4M
Gotham Asset Management 0.07% Reduce -19.3% 85,331 $12.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.9% 80,156 $11.4M
Boston Partners 0.01% Reduce -13.3% 79,074 $11.3M
Sei Investments Co. 0.01% Reduce -18.1% 77,640 $11.1M
Schroder Investment Management Group 0.01% Reduce -36.0% 70,431 $10.0M
T. Rowe Price Associates Inc. 0.00% Reduce -0.8% 69,401 $9.9M
Schonfeld Strategic Advisors LLC 0.07% New 66,008 $9.4M
National Philanthropic Trust 0.12% No change 62,931 $9.0M
ExodusPoint Capital Management, LP 0.11% Add +326.0% 62,537 $8.9M
Empowered Funds, LLC 0.10% Add +805.8% 61,703 $8.8M
Russell Investments Group, Ltd. 0.01% Add +7.3% 60,347 $8.6M
Treasurer of the State of North Carolina 0.03% Add +64.5% 59,614 $8.5M
Te Ahumairangi Investment Management Ltd 1.50% Add +39.1% 58,861 $8.4M
Ossiam 0.09% Reduce -0.4% 58,655 $8.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -25.9% 57,555 $8.2M
Citigroup Inc. 0.01% Add +0.2% 57,347 $8.2M
HRT Financial LP 0.04% Add +101.8% 56,634 $8.1M
Victory Capital Management Inc. 0.01% Reduce -3.9% 54,832 $7.8M
Quantbot Technologies LP 0.20% Add +1071.3% 54,711 $7.8M
California State Teachers Retirement System 0.01% Reduce -17.9% 54,019 $7.7M
Susquehanna International Group, LLP 0.01% Add +6.3% 52,944 $7.5M
D. E. Shaw & Co. 0.01% Add +4.8% 52,075 $7.4M
American Century Companies Inc. 0.00% Reduce -40.2% 50,547 $7.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.9% 49,713 $7.1M
National Bank of Canada 0.01% Reduce -8.3% 49,352 $7.0M
Aberdeen Group plc 0.01% Add +16.5% 49,209 $7.0M
Principal Financial Group Inc. 0.00% Reduce -15.8% 47,330 $6.7M
Brandywine Global Investment Management, LLC 0.05% Reduce -63.5% 47,212 $6.7M
Alliancebernstein L.P. 0.00% Reduce -2.7% 46,499 $6.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -11.8% 45,984 $6.6M
Capital Fund Management S.A. 0.07% Add +200.4% 45,894 $6.5M
Robeco Institutional Asset Management B.V. 0.01% Add +485.5% 44,809 $6.4M
Edgestream Partners, L.P. 0.18% New 44,754 $6.4M
Verition Fund Management LLC 0.04% Reduce -5.3% 44,113 $6.3M
Moran Wealth Management, LLC 0.19% Reduce -63.0% 43,347 $6.2M
Stolper Co 1.95% Reduce -1.6% 41,700 $5.9M
Bank of Montreal 0.00% Reduce -62.3% 41,525 $5.9M
Tudor Investment Corporation 0.04% New 40,964 $5.8M
GHP Investment Advisors, Inc. 0.26% Reduce -2.9% 40,732 $5.8M
Inlet Private Wealth, LLC 1.41% No change 40,340 $5.7M
Abacus FCF Advisors LLC 0.79% New 39,534 $5.6M
Jump Financial, LLC 0.07% Add +354.3% 39,260 $5.6M
New York State Teachers Retirement System 0.01% Reduce -2.0% 39,141 $5.6M
Aviva PLC 0.01% Add +17.0% 36,788 $5.2M
Crossmark Global Holdings, Inc. 0.08% Reduce -0.5% 36,597 $5.2M
Ameriprise Financial Inc. 0.00% Add +1.9% 36,470 $5.2M
Korea Investment CORP 0.01% Add +690.4% 35,719 $5.1M
Comerica Bank 0.02% Add +8.0% 34,527 $4.9M
Achmea Investment Management B.V. 0.06% Add +32.5% 34,174 $4.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.1% 34,075 $4.9M
Shelton Capital Management 0.11% Reduce -52.7% 33,854 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -50.0% 33,792 $4.8M
AQR Capital Management 0.00% Add +7.0% 33,389 $4.8M
Engineers Gate Manager LP 0.05% Add +585.0% 30,823 $4.4M
Illinois Municipal Retirement Fund 0.06% Add +15.1% 30,538 $4.4M
CWA Asset Management Group, LLC 0.18% New 30,507 $4.3M
4D Advisors, LLC 2.30% Reduce -7.7% 30,000 $4.3M
Prudential Financial Inc. 0.01% Add +5.1% 29,845 $4.3M
L2 Asset Management, LLC 0.69% Add +742.2% 29,528 $4.2M
Glenmede Investment Management, LP 0.02% — 29,058 $4.1M
Nisa Investment Advisors, LLC 0.02% Reduce -21.9% 28,943 $4.1M
New York State Common Retirement Fund 0.01% Reduce -10.8% 28,854 $4.1M
Forsta Ap-Fonden 0.03% Add +44.2% 28,700 $4.1M
Promethos Capital, LLC 1.38% No change 28,636 $4.1M
KLP Kapitalforvaltning As 0.02% Add +1.1% 28,614 $4.1M
Wells Fargo & Company 0.00% Reduce -54.2% 27,720 $3.9M
Twin Tree Management, LP 0.10% New 27,106 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Add +0.7% 26,966 $3.8M
Raymond James Financial Inc. 0.00% Reduce -5.2% 26,183 $3.7M
Cannell & Spears LLC 0.07% Reduce -0.3% 25,821 $3.7M
Danske Bank A/S 0.01% Add +3.6% 25,768 $3.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.10% Reduce -48.2% 25,579 $3.6M
Franklin Resources Inc. 0.00% Reduce -51.3% 24,988 $3.6M
Brevan Howard Capital Management LP 0.04% New 24,717 $3.5M
Campbell & CO Investment Adviser LLC 0.22% New 24,664 $3.5M
Pictet Asset Management Holding SA 0.00% Reduce -12.8% 24,595 $3.5M
APG Asset Management N.V. 0.01% Add +11.9% 28,536 $3.5M
State of Wisconsin Investment Board 0.01% Reduce -11.9% 23,871 $3.4M
Gabelli Funds LLC 0.02% Reduce -4.0% 23,707 $3.4M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -4.6% 23,559 $3.4M
Royal London Asset Management Ltd. 0.01% Reduce -2.4% 23,548 $3.4M
Voya Investment Management LLC 0.00% Reduce -14.3% 23,493 $3.3M
Ontario Teachers Pension Plan Board 0.07% Add +73.3% 23,341 $3.3M
IMC-Chicago, LLC 0.08% Add +25.1% 22,883 $3.3M
Corient Private Wealth LP 0.00% Reduce -5.3% 22,623 $3.2M
Macquarie Group Ltd. 0.00% Reduce -4.1% 22,428 $3.2M
Group One Trading LLC 0.10% Add +115.0% 21,494 $3.1M
Equitable Trust Co. 0.15% Reduce -40.6% 20,970 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Add +3.4% 20,551 $2.9M
Quantinno Capital Management LP 0.01% Reduce -23.1% 20,296 $2.9M
Ostrum Asset Management 0.13% Add +442.1% 19,891 $2.8M
Commerce Bank 0.02% Add +11.2% 19,724 $2.8M
Brown Advisory Inc. 0.00% Reduce -4.4% 19,536 $2.8M
LPL Financial LLC 0.00% Add +3.6% 19,358 $2.8M
SG Americas Securities, LLC 0.01% Add +237.3% 18,644 $2.7M
Curated Wealth Partners LLC 0.31% No change 18,535 $2.6M
Advisors Asset Management, Inc. 0.05% Reduce -19.4% 18,186 $2.6M
Asset Management One Co., Ltd. 0.01% Reduce -10.1% 18,036 $2.6M
Summit Trail Advisors, LLC 0.04% Reduce -27.3% 17,830 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -2.2% 17,560 $2.5M
TD Asset Management Inc 0.00% Reduce -90.8% 17,152 $2.4M
Toronto Dominion Bank 0.01% Add +11.2% 16,862 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -6.9% 16,657 $2.4M
Mn Services Vermogensbeheer B.V. 0.02% Reduce -15.5% 16,380 $2.3M
Ensign Peak Advisors, Inc 0.00% Reduce -51.4% 16,232 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -70.8% 16,149 $2.3M
Aware Super Pty Ltd as trustee of Aware Super 0.03% No change 15,923 $2.3M
Jefferies Financial Group Inc. 0.04% Add +246.2% 15,614 $2.2M
OMERS ADMINISTRATION Corp 0.02% Add +14.9% 15,412 $2.2M
Lazard Asset Management LLC 0.00% Reduce -12.0% 15,097 $2.1M
ASR Vermogensbeheer N.V. 0.03% Reduce -9.4% 15,000 $2.1M
Romano Brothers and Company 0.26% No change 14,813 $2.1M
Mackenzie Financial Corp. 0.00% Reduce -0.8% 14,744 $2.1M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -14.2% 14,634 $2.1M
Resona Asset Management Co.,Ltd. 0.01% Reduce -1.0% 14,334 $2.0M
State of New Jersey Common Pension Fund D 0.01% No change 14,250 $2.0M
Public Employees Retirement System of Ohio 0.01% Reduce -17.1% 14,076 $2.0M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -5.1% 14,033 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -7.4% 13,997 $2.0M
DekaBank Deutsche Girozentrale 0.00% Add +8.4% 14,013 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +4.2% 13,831 $2.0M
Financial Engines Advisors L.L.C. 0.00% Add +3.9% 13,779 $2.0M
Mercer Global Advisors Inc. 0.00% Add +8.4% 13,773 $2.0M
Globeflex Capital L P 0.16% Add +12.6% 13,630 $1.9M
AlphaQuest LLC 0.18% Add +223.0% 12,976 $1.8M
Arizona State Retirement System 0.01% Reduce -1.4% 12,860 $1.8M
Intech Investment Management LLC 0.02% Reduce -2.2% 12,337 $1.8M
UniSuper Management Pty Ltd 0.01% Add +5.9% 12,336 $1.8M
PDT Partners, LLC 0.10% Reduce -64.4% 12,283 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -9.4% 12,262 $1.7M
State of Michigan Retirement System 0.01% Reduce -7.7% 12,039 $1.7M
Bridgeway Capital Management, LLC 0.04% Reduce -2.5% 11,750 $1.7M
Rothschild Investment LLC 0.10% Reduce -2.0% 11,625 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -1.2% 11,564 $1.6M
Susquehanna Portfolio Strategies, LLC 0.04% New 11,545 $1.6M
STRS Ohio 0.01% Add +23.5% 11,531 $1.6M
Entropy Technologies, LP 0.13% New 11,460 $1.6M
Caisse Des Depots Et Consignations 0.07% No change 11,250 $1.6M
Jane Street Group, LLC 0.00% Reduce -71.9% 11,250 $1.6M
Aquatic Capital Management LLC 0.03% Add +112.5% 10,885 $1.6M
HighTower Advisors, LLC 0.00% Reduce -33.8% 10,815 $1.5M
Nilsine Partners, LLC 0.15% Reduce -4.8% 10,670 $1.5M
Two Sigma Securities, LLC 0.19% Add +145.3% 10,583 $1.5M
Vident Advisory, LLC 0.02% Add +21.2% 10,525 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -59.0% 10,327 $1.5M
Handelsbanken Fonder AB 0.01% Reduce -10.4% 10,300 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.2% 10,184 $1.5M
Czech National Bank 0.01% Add +0.4% 10,147 $1.4M
IFM Investors Pty Ltd 0.01% Reduce -27.4% 10,117 $1.4M
Sippican Capital Advisors 1.03% Reduce -0.2% 9,996 $1.4M
New York Life Investment Management LLC 0.01% Reduce -5.2% 9,843 $1.4M
Redwood Investment Management, LLC 0.14% Add +11.5% 9,600 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -5.2% 9,520 $1.4M
Xponance LLC 0.01% Reduce -10.5% 9,507 $1.4M
Swedbank AB 0.00% No change 9,294 $1.3M
Vestcor Inc 0.04% Add +361.4% 9,200 $1.3M
FORA Capital, LLC 0.15% New 9,180 $1.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.01% Add +2.2% 9,139 $1.3M
Martin Capital Advisors, LLP 0.83% Add +4.7% 8,924 $1.3M
Retirement Systems of Alabama 0.00% Reduce -5.8% 8,911 $1.3M
Amalgamated Bank 0.01% Reduce -8.6% 8,761 $1.2M
Creative Planning 0.00% Add +11.6% 8,736 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% New 8,725 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.3% 8,713 $1.2M
Truist Financial Corp. 0.00% Add +1.9% 8,646 $1.2M
Wellington Management Group LLP 0.00% Add +2.5% 8,561 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -68.6% 8,469 $1.2M
Epoch Investment Partners, Inc. 0.01% Reduce -97.9% 8,421 $1.2M
iA Global Asset Management Inc. 0.02% Reduce -44.2% 8,330 $1.2M
Fox Hill Wealth Management 0.61% Reduce -2.8% 8,296 $1.2M
Caisse de depot et placement du Quebec 0.00% Reduce -0.5% 8,162 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -2.9% 8,137 $1.2M
Prudential PLC 0.01% Add +267.5% 7,994 $1.1M
Bokf, NA 0.02% Reduce -4.1% 7,990 $1.1M
Arjuna Capital 0.30% Reduce -3.8% 7,985 $1.1M
Oak Associates Ltd. 0.07% No change 7,919 $1.1M
Oak Thistle LLC 0.17% New 7,889 $1.1M
Helios Capital Management Pte. Ltd. 0.83% No change 7,600 $1.1M
Osaic Holdings, Inc. 0.00% Add +17.6% 7,574 $1.1M
Voloridge Investment Management, LLC 0.00% New 7,593 $1.1M
Ilex Capital Partners (UK) LLP 0.04% New 7,587 $1.1M
Kintegral Advisory, LLC 0.10% Reduce -0.2% 7,471 $1.1M
ProShare Advisors LLC 0.00% Add +6.2% 7,400 $1.1M
Natixis 0.01% Add +80.9% 7,297 $1.0M
Swiss Life Asset Management Ltd 0.01% Reduce -16.2% 6,978 $994K
Clarkston Capital Partners, LLC 0.02% No change 6,954 $991K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -19.7% 6,927 $987K
CIBC Asset Management Inc 0.00% Reduce -7.5% 6,907 $984K
Cetera Investment Advisers 0.00% Reduce -10.0% 6,893 $982K
Mediolanum International Funds Ltd 0.01% Reduce -2.3% 6,890 $976K
Integrated Wealth Concepts LLC 0.01% Add +64.8% 6,733 $959K
Two Sigma Advisers, LP 0.00% Add +346.7% 6,700 $954K
Teacher Retirement System of Texas 0.00% Add +1.4% 6,696 $954K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -72.6% 6,691 $953K
Janus Henderson Group PLC 0.00% Reduce -36.7% 6,672 $950K
Wolverine Trading, LLC 0.02% New 6,705 $950K
Mission Wealth Management, LP 0.02% Add +0.0% 6,588 $938K
DNB Asset Management AS 0.00% Reduce -14.2% 6,524 $929K
Daiwa Securities Group Inc. 0.00% Add +2.2% 6,502 $926K
Meridian Wealth Management, LLC 0.04% Reduce -9.8% 6,476 $923K
NorthCrest Asset Manangement, LLC 0.02% Reduce -0.2% 6,452 $920K
State of Tennessee, Department of Treasury 0.00% Reduce -45.4% 6,409 $913K
United Capital Financial Advisors, LLC 0.01% Add +169.7% 6,276 $894K
Nebula Research & Development LLC 0.08% New 6,265 $892K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.0% 6,214 $885K
Contravisory Investment Management, Inc. 0.17% Reduce -0.7% 6,053 $862K
Ritholtz Wealth Management 0.02% Reduce -10.0% 6,022 $858K
&partners 0.01% New 5,883 $838K
Roberts Capital Advisors, LLC 0.62% Add +43.5% 5,866 $836K
B. Metzler seel. Sohn & Co. AG 0.01% Add +127.1% 5,845 $833K
1832 Asset Management L.P. 0.00% New 5,808 $827K
New Age Alpha Advisors, LLC 0.04% Reduce -18.2% 5,795 $825K
Kesler, Norman & Wride, LLC 0.14% Add +0.6% 5,676 $809K
Stifel Financial Corp. 0.00% Reduce -35.5% 5,663 $807K
Delta Financial Advisors LLC 0.28% Reduce -1.1% 5,585 $796K
Nissay Asset Management Corp. /Japan 0.00% Reduce -0.5% 5,565 $793K
Financial Strategies Group, Inc. 0.16% Add +16.4% 5,456 $778K
OP Asset Management Ltd 0.01% Add +18.0% 5,410 $771K
SummitTX Capital, L.P. 0.03% New 5,361 $764K
Qtron Investments LLC 0.10% No change 5,327 $759K
Cibc World Markets Corp. 0.01% Reduce -0.6% 5,326 $759K
Wealth Quarterback LLC 0.36% Add +6.0% 5,301 $755K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.1% 5,287 $753K
Panagora Asset Management Inc. 0.00% Reduce -10.8% 5,153 $734K
Kiker Wealth Management, LLC 0.41% Reduce -4.0% 5,057 $720K
VCI Wealth Management LLC 0.25% Add +18.8% 5,053 $720K
Whittier Trust Co. 0.01% No change 5,039 $718K
Jain Global LLC 0.01% Reduce -61.7% 4,915 $700K
Numerai GP LLC 0.10% Reduce -3.5% 4,909 $699K
Bank of Nova Scotia 0.00% Add +3.8% 4,813 $686K
Radnor Capital Management, LLC 0.11% No change 4,800 $684K
Mutual of America Capital Management LLC 0.01% Reduce -7.0% 4,772 $680K
Sage Investment Counsel LLC 0.78% Reduce -5.5% 4,697 $669K
State of Alaska, Department of Revenue 0.01% Reduce -9.6% 4,659 $663K
City Holding Co. 0.08% Reduce -1.1% 4,460 $635K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.1% 4,451 $634K
Savant Capital, LLC 0.00% Add +12.8% 4,444 $633K
Rafferty Asset Management, LLC 0.00% Add +7.9% 4,396 $626K
Van Eck Associates Corp. 0.00% No change 4,386 $625K
Mariner, LLC 0.00% Reduce -3.5% 4,372 $623K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.5% 4,351 $620K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.1% 4,302 $613K
Tobam 0.24% Reduce -3.9% 4,299 $612K
Fifth Third Bancorp 0.00% Reduce -0.2% 4,264 $607K
QRG Capital Management, Inc. 0.01% Add +1.6% 4,263 $607K
Koss-Olinger Consulting, LLC 0.05% Reduce -0.1% 4,238 $604K
Guggenheim Capital LLC 0.00% Add +5.0% 4,220 $601K
Perkins Coie Trust Co 0.10% No change 4,145 $590K
ARS Wealth Advisors Group, LLC 0.07% No change 4,100 $584K
Axq Capital, LP 0.19% New 4,074 $580K
Bridgefront Capital, LLC 0.15% New 4,001 $570K
SoundView Advisors Inc. 0.21% No change 3,984 $567K
Readystate Asset Management LP 0.04% New 3,971 $566K
Captrust Financial Advisors 0.00% Add +13.0% 3,773 $537K
Sciencast Management LP 0.11% New 3,747 $534K
Johnson Investment Counsel Inc. 0.00% No change 3,683 $525K
Nomura Holdings Inc. 0.00% Add +35.9% 3,625 $516K
Prospera Financial Services Inc 0.01% Add +27.7% 3,591 $512K
Focus Partners Wealth 0.00% Add +3.3% 3,587 $511K
Oregon Public Employees Retirement Fund 0.01% Reduce -5.3% 3,549 $506K
NorthCoast Asset Management LLC 0.00% Add +71.1% 3,516 $501K
Teza Capital Management LLC 0.37% New 3,484 $496K
Teachers Retirement System of the State of Kentucky 0.00% Add +1.8% 3,477 $495K
Shell Asset Management Co. 0.02% Add +87.2% 3,401 $484K
PEAK6 LLC 0.02% Reduce -77.1% 3,369 $480K
Caxton Associates LLP 0.01% No change 3,352 $477K
Assenagon Asset Management S.A. 0.00% Reduce -75.4% 3,334 $475K
Sovran Advisors, LLC 0.05% New 3,282 $472K
Maverick Capital 0.01% No change 3,273 $466K
Headlands Technologies LLC 0.05% New 3,175 $452K
Bessemer Group Inc. 0.00% Reduce -54.8% 3,171 $451K
Mount Lucas Management LP 0.21% Reduce -65.6% 3,131 $446K
Oddo BHF Asset Management Sas 0.02% Reduce -11.9% 3,114 $444K
Cresset Asset Management, LLC 0.00% Reduce -4.7% 3,112 $443K
Ethic Inc. 0.01% Add +36.9% 3,091 $438K
Cullen/Frost Bankers, Inc. 0.01% No change 3,050 $434K
Performance Wealth Partners, LLC 0.01% No change 3,000 $427K
M&T Bank Corp 0.00% Reduce -8.2% 2,904 $414K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.0% 2,890 $412K
Public Sector Pension Investment Board 0.00% Reduce -50.7% 2,879 $410K
Mizuho Securities USA LLC 0.01% — 2,877 $410K
NWF Advisory Services Inc. 0.05% No change 2,835 $404K
Quantitative Investment Management, LLC 0.05% New 2,829 $402K
State of Wyoming 0.05% Add +6.0% 2,759 $393K
Steward Partners Investment Advisory, LLC 0.00% Reduce -33.7% 2,740 $390K
Keybank National Association 0.00% Reduce -6.6% 2,724 $388K
Plato Investment Management Ltd 0.03% No change 2,729 $387K
Gulf International Bank (UK) Ltd 0.01% No change 2,722 $387K
Integrated Quantitative Investments LLC 0.11% New 2,716 $387K
E. Ohman J:or Asset Management AB 0.01% No change 2,700 $385K
US Bancorp \de 0.00% Add +10.5% 2,699 $384K
Hollencrest Capital Management 0.02% No change 2,639 $376K
Cerity Partners LLC 0.00% Add +7.0% 2,638 $376K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 2,616 $373K
Petrus Trust Company, LTA 0.04% Add +24.9% 2,557 $364K
Norinchukin Bank, The 0.01% Add +4.9% 2,546 $363K
Leonteq Securities AG 0.02% Add +19.7% 2,537 $361K
Atlas Capital Advisors Inc. 0.04% Reduce -55.9% 2,515 $358K
Hartford Investment Management Co. 0.01% Reduce -6.4% 2,514 $358K
Sterling Capital Management LLC 0.01% Reduce -68.8% 2,506 $357K
Maia Wealth LLC 0.07% Add +0.7% 2,445 $348K
Raiffeisen Bank International AG 0.01% No change 2,477 $348K
Alps Advisors Inc. 0.00% Add +1.2% 2,432 $346K
V-Square Quantitative Management LLC 0.05% Add +22.8% 2,422 $345K
Lido Advisors, LLC 0.00% Reduce -15.8% 2,362 $337K
Verus Capital Partners, LLC 0.03% Add +15.3% 2,345 $334K
Harvest Fund Management Co., Ltd 0.02% Add +340.1% 2,346 $334K
Creekmur Asset Management LLC 0.06% Reduce -52.8% 2,314 $330K
KWB Wealth 0.04% Add +2.0% 2,153 $329K
Acorn Financial Advisory Services Inc. 0.05% Reduce -3.1% 2,301 $328K
Heartland Bank & Trust Co 0.15% Reduce -2.6% 2,245 $320K
J. Safra Sarasin Holding AG 0.01% Reduce -89.9% 2,221 $316K
Louisiana State Employees Retirement System 0.01% Reduce -8.3% 2,200 $313K
CIBC Private Wealth Group LLC 0.00% Reduce -6.7% 2,196 $313K
Tower Research Capital LLC (TRC) 0.01% Add +32.7% 2,154 $307K
Dynamic Advisor Solutions LLC 0.01% Add +0.2% 2,147 $306K
Aristeia Capital, L.L.C. 0.02% Add +10.9% 2,102 $299K
Deerfield Management Company, L.P. 0.01% New 2,101 $299K
Sig Brokerage, LP 0.08% Add +11.5% 2,098 $299K
Empirical Finance, LLC 0.02% Add +0.6% 2,096 $299K
AXA S.A. 0.00% Reduce -4.7% 2,096 $299K
New Mexico Educational Retirement Board 0.01% No change 2,086 $297K
Smith Group Asset Management, LLC 0.02% No change 2,070 $295K
Securian Asset Management, Inc. 0.01% Reduce -8.9% 2,052 $292K
Whittier Trust Co. of Nevada Inc. 0.01% Add +5.2% 2,031 $289K
Utah Retirement Systems 0.00% Reduce -19.2% 2,021 $288K
Sequoia Financial Advisors, LLC 0.00% Add +7.6% 2,018 $287K
Tiaa Trust, National Association 0.00% Reduce -0.3% 2,015 $287K
Quadrant Capital Group LLC 0.01% Reduce -1.4% 2,012 $287K
E Fund Management Co., Ltd. 0.01% Reduce -7.2% 1,995 $284K
Wedmont Private Capital 0.01% Reduce -4.6% 1,999 $284K
MML Investors Services, LLC 0.00% New 1,979 $282K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -2.5% 1,965 $280K
Applied Finance Capital Management, LLC 0.02% Reduce -25.5% 1,953 $278K
Coldstream Capital Management Inc. 0.00% Reduce -29.2% 1,946 $277K
denkapparat Operations GmbH 0.22% No change 1,938 $276K
Walleye Capital LLC 0.00% New 1,938 $276K
Maryland State Retirement & Pension System 0.01% Reduce -15.6% 1,859 $265K
Allspring Global Investments Holdings, LLC 0.00% Reduce -9.8% 1,794 $263K
Quantessence Capital LLC 0.08% New 1,813 $258K
Greenleaf Trust 0.00% Reduce -2.8% 1,812 $258K
Lifeworks Advisors, LLC 0.04% Reduce -0.4% 1,810 $258K
Vontobel Holding Ltd. 0.00% Reduce -26.8% 1,804 $257K
Bayesian Capital Management, LP 0.04% New 1,800 $256K
Checchi Capital Advisers, LLC 0.02% Add +2.1% 1,756 $250K
Versor Investments LP 0.04% Add +9.2% 1,740 $248K
NDVR, Inc. 0.23% Reduce -3.4% 1,727 $246K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.2% 1,722 $245K
Thrivent Financial for Lutherans 0.00% Reduce -78.6% 1,717 $245K
Patton Fund Management, Inc. 0.05% Reduce -92.0% 1,713 $244K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 1,700 $242K
Hudson Bay Capital Management LP 0.00% New 1,680 $239K
MBB Public Markets I LLC 0.03% Reduce -19.0% 1,676 $239K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +215.4% 1,656 $236K
Clearstead Advisors, LLC 0.00% Add +7.6% 1,651 $235K
Freedom Investment Management, Inc. 0.02% Reduce -21.5% 1,648 $235K
Claret Asset Management Corp 0.03% New 1,642 $234K
CX Institutional 0.01% Reduce -0.9% 1,599 $228K
Laurion Capital Management LP 0.03% New 1,600 $228K
Metis Global Partners, LLC 0.01% Reduce -15.0% 1,546 $220K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -11.3% 1,542 $220K
Cozad Asset Management Inc. 0.02% No change 1,538 $219K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,530 $218K
Cwm, LLC 0.00% Reduce -1.7% 1,518 $216K
Beaton Management Co. Inc. 0.10% No change 1,500 $214K
Dopkins Wealth Management, LLC 0.10% No change 1,500 $214K
Peregrine Asset Advisers, Inc. 0.07% No change 1,500 $214K
Boothbay Fund Management, LLC 0.01% New 1,496 $213K
Fielder Capital Group LLC 0.06% Add +4.7% 1,487 $212K
DRW Securities, LLC 0.01% New 1,487 $212K
Blair William & Co. 0.00% Reduce -11.3% 1,464 $209K
Beacon Pointe Advisors, LLC 0.00% Reduce -4.5% 1,450 $207K
GAMMA Investing LLC 0.01% Reduce -5.7% 1,447 $206K
Strategic Advocates LLC 0.06% No change 1,445 $206K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,434 $204K
Harvest Investment Services, LLC 0.05% Add +1.4% 1,425 $203K
Sage Rhino Capital LLC 0.04% Add +0.1% 1,420 $202K
Deseret Mutual Benefit Administrators 0.09% No change 1,415 $202K
EverSource Wealth Advisors, LLC 0.01% Reduce -27.8% 1,393 $198K
North Star Investment Management Corp. 0.01% No change 1,390 $198K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -58.5% 1,387 $198K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -5.4% 1,324 $189K
Assetmark, Inc. 0.00% Reduce -10.3% 1,252 $178K
GF Fund Management Co. LTD. 0.00% Reduce -0.7% 1,142 $163K
Brooklyn Investment Group 0.02% Add +4.0% 1,131 $161K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -83.8% 1,130 $161K
IFP Advisors, Inc 0.00% Reduce -1.5% 965 $139K
Jones Financial Companies LLLP 0.00% Add +87.1% 960 $136K
Mufg Securities Americas Inc. 0.01% Add +18.1% 920 $131K
Exchange Traded Concepts, LLC 0.00% Reduce -6.7% 905 $129K
CI Investments Inc. 0.00% Reduce -4.1% 820 $117K
Creative Financial Designs Inc. 0.01% No change 788 $112K
Huntington National Bank 0.00% Reduce -11.9% 781 $111K
Walleye Trading LLC 0.00% Reduce -93.5% 766 $109K
Federated Hermes, Inc. 0.00% Reduce -15.4% 762 $109K
Quarry LP 0.03% New 739 $105K
Horizon Investments, LLC 0.00% Add +8.1% 682 $97K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 669 $95K
Estabrook Capital Management 0.01% No change 650 $93K
Tacita Capital Inc 0.05% No change 600 $85K
CENTRAL TRUST Co 0.00% Add +94.1% 596 $85K
Blue Trust, Inc. 0.00% Reduce -0.2% 566 $81K
Rosenberg Matthew Hamilton 0.02% No change 558 $79K
Covestor Ltd 0.05% Add +0.7% 546 $78K
University of Texas/Texas Am Investment Management Co. 0.01% No change 542 $77K
First Horizon Advisors, Inc. 0.00% Reduce -0.7% 542 $77K
Signaturefd, LLC 0.00% Add +12.1% 519 $74K
Siemens Fonds Invest GmbH 0.00% No change 511 $73K
NewEdge Advisors, LLC 0.00% No change 511 $73K
CoreCap Advisors, LLC 0.00% Reduce -0.4% 510 $73K
Parallel Advisors, LLC 0.00% Add +16.1% 499 $71K
Duncker Streett & Co. Inc. 0.01% No change 450 $64K
MAI Capital Management 0.00% Add +23.4% 438 $62K
TD Private Client Wealth LLC 0.00% Reduce -92.4% 431 $61K
Parkside Financial Bank & Trust 0.01% Add +1.0% 411 $59K
Mark Sheptoff Financial Planning, LLC 0.03% No change 400 $57K
Ameritas Investment Partners, Inc. 0.00% Reduce -16.1% 392 $56K
Principal Securities, Inc. 0.00% Add +28.1% 383 $54K
SBI Securities Co., Ltd. 0.00% Add +14.1% 380 $54K
Farther Finance Advisors, LLC 0.00% Reduce -64.9% 376 $54K
Canada Post Corp Registered Pension Plan 0.00% New 368 $52K
Harbor Investment Advisory, LLC 0.00% No change 360 $51K
Employees Retirement System of Texas 0.00% New 347 $49K
TD Waterhouse Canada Inc. 0.00% Reduce -74.1% 326 $48K
Smartleaf Asset Management LLC 0.00% Reduce -53.0% 335 $47K
Ameritas Advisory Services, LLC 0.00% New 333 $47K
Versant Capital Management, Inc 0.01% New 320 $46K
Cromwell Holdings LLC 0.03% Add +2.3% 309 $44K
Resources Management Corp. /CT/ 0.01% No change 300 $43K
Canada Pension Plan Investment Board 0.00% New 300 $43K
Arax Advisory Partners 0.00% Add +20.1% 287 $41K
Mid-American Wealth Advisory Group, Inc. 0.02% New 250 $36K
Hantz Financial Services, Inc. 0.00% Add +48.1% 231 $33K
Copia Wealth Management 0.02% No change 202 $29K
Ascentis Wealth Management, LLC 0.01% No change 172 $25K
Zions Bancorporation, National Association 0.00% Add +1744.4% 166 $24K
Sentry Investment Management LLC 0.01% No change 155 $22K
Tortoise Investment Management, LLC 0.00% Add +1.3% 152 $22K
CYBER HORNET ETFs LLC 0.01% New 141 $20K
Allworth Financial LP 0.00% Add +10.5% 137 $20K
MUFG Securities EMEA plc 0.00% New 130 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -29.7% 130 $19K
Hemington Wealth Management 0.00% Add +6.6% 130 $18K
Bayforest Capital Ltd 0.01% Reduce -96.1% 126 $18K
Coastline Trust Co 0.00% Reduce -65.3% 125 $18K
Geneos Wealth Management Inc. 0.00% Reduce -9.4% 125 $18K
Private Wealth Management Group, LLC 0.01% No change 110 $16K
Spire Wealth Management 0.00% Add +0.9% 110 $16K
UMB Bank, n.a. 0.00% Reduce -42.7% 110 $16K
Johnson Financial Group, Inc. 0.00% No change 107 $15K
CVA Family Office, LLC 0.00% Add +4.1% 102 $15K
Elevation Wealth Partners, LLC 0.01% No change 100 $14K
Costello Asset Management, INC 0.01% No change 100 $14K
Godsey & Gibb, Inc. 0.00% No change 100 $14K
Strengthening Families & Communities, LLC 0.01% No change 94 $13K
Global Retirement Partners, LLC 0.00% — 89 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 85 $12K
Private Trust Co. NA 0.00% No change 85 $12K
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 $10K
Physician Wealth Advisors, Inc. 0.00% Add +75.0% 70 $10K
Westside Investment Management, Inc. 0.00% New 67 $10K
Front Row Advisors LLC 0.00% Reduce -9.3% 68 $10K
Brown Brothers Harriman & Co. 0.00% Add +116.7% 65 $9K
Wilmington Savings Fund Society, FSB 0.00% No change 64 $9K
Sunbelt Securities, Inc. 0.00% Reduce -34.1% 58 $9K
Sierra Ocean, LLC 0.01% No change 60 $9K
Anfield Capital Management, LLC 0.00% No change 54 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $7K
Vermillion & White Wealth Management Group, LLC 0.00% No change 48 $7K
Prestige Wealth Management Group LLC 0.00% No change 48 $7K
Manchester Capital Management LLC 0.00% No change 48 $7K
Grove Bank & Trust 0.00% Add +4.3% 48 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -5.9% 48 $7K
Fortitude Family Office, LLC 0.00% Reduce -64.8% 45 $6K
Millstone Evans Group, LLC 0.00% No change 44 $6K
MV Capital Management, Inc. 0.00% Add +16.2% 43 $6K
Farmers & Merchants Investments Inc. 0.00% No change 43 $6K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.2% 44 $6K
Sachetta, LLC 0.00% No change 40 $6K
Private Wealth Asset Management, LLC 0.00% Reduce -17.4% 38 $5K
Hughes Financial Services, LLC 0.00% Add +7.7% 42 $5K
WPG Advisers, LLC 0.00% Add +2.8% 37 $5K
CKW Financial Group 0.00% No change 35 $5K
1620 Investment Advisors, Inc. 0.00% No change 33 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +14.8% 31 $4K
Summit Securities Group LLC 0.00% New 28 $4K
LRI Investments, LLC 0.00% No change 25 $4K
Red Tortoise LLC 0.00% No change 23 $3K
GW&K Investment Management, LLC 0.00% Add +46.7% 22 $3K
WealthCollab, LLC 0.00% New 21 $3K
Whipplewood Advisors, LLC 0.00% Add +137.5% 19 $3K
Aspect Partners, LLC 0.00% No change 19 $3K
SouthState Bank Corp 0.00% No change 19 $3K
Boyd Watterson Asset Management LLC 0.00% No change 18 $3K
Bell Investment Advisors, Inc 0.00% No change 17 $2K
Kestra Investment Management, LLC 0.00% No change 17 $2K
Abound Wealth Management 0.00% No change 16 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $2K
Clearstead Trust, LLC 0.00% Reduce -68.4% 12 $2K
SJS Investment Consulting Inc. 0.00% Reduce -36.8% 12 $2K
Raffa Wealth Management, LLC 0.00% No change 12 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 12 $2K
True Wealth Design, LLC 0.00% Add +10.0% 11 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 10 $1K
Howard Hughes Medical Institute 0.00% New 9 $1K
ORG Partners LLC 0.00% No change 8 $1K
TFC Financial Management, Inc. 0.00% No change 8 $1K
HFM Investment Advisors, LLC 0.00% Add +250.0% 7 $997
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.2% 6 $855
Harbour Investments, Inc. 0.00% No change 6 $855
Rialto Wealth Management, LLC 0.00% New 5 $713
Parkworth Wealth Management, Inc. 0.00% Add +150.0% 5 $712
Cornerstone Planning Group LLC 0.00% Add +150.0% 5 $703
Principia Wealth Advisory, LLC 0.00% New 4 $570
AdvisorNet Financial, Inc 0.00% New 4 $570
Bogart Wealth, LLC 0.00% New 4 $570
Beaird Harris Wealth Management, LLC 0.00% New 4 $570
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 4 $569
Dunhill Financial, LLC 0.00% Reduce -75.0% 3 $553
Stephens Consulting, LLC 0.00% New 3 $428
Rise Advisors, LLC 0.00% No change 3 $427
Highline Wealth Partners LLC 0.00% No change 3 $427
Rakuten Securities, Inc. 0.00% No change 2 $285
WestEnd Advisors, LLC 0.00% No change 2 $285
LGT Financial Advisors LLC 0.00% New 1 $142
Ancora Advisors LLC 0.00% No change 1 $142
NewSquare Capital LLC 0.00% New 1 $142
Larson Financial Group LLC 0.00% Reduce -75.0% 1 $142

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