DavitaDVA
13F holders, Q4 2025 (December 31)534holders −28
55new positions
99sold out
9famous investors
$113.61avg. 13F price*
At the end of Q4 2025, 534 institutions reported holding Davita Inc. (DVA) in their 13F filings, down 28 from Q3 2025. 55 opened new positions and 99 sold out. The largest holders were Berkshire Hathaway ($3.6B), Vanguard Group Inc. ($472.0M) and BlackRock, Inc. ($332.5M). 9 famous investors held it, including Warren Buffett (1.3% of Berkshire Hathaway's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $67.7M |
| Exits | 99 | $175.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,866,887 shares bought and 6,211,225 shares sold, net −1,344,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Berkshire Hathaway | 1.32% | Reduce -1.3% | 31,759,065 | $3.6B |
| Vanguard Group Inc. | 0.01% | Reduce -1.7% | 4,154,354 | $472.0M |
| BlackRock, Inc. | 0.01% | Reduce -18.2% | 2,926,392 | $332.5M |
| Invesco Ltd. | 0.02% | Add +0.2% | 1,683,259 | $191.2M |
| Morgan Stanley | 0.01% | Add +5.1% | 1,477,045 | $167.8M |
| State Street Corp. | 0.01% | Reduce -21.6% | 1,438,488 | $163.4M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +114.9% | 1,190,000 | $135.2M |
| Gates Capital Management, Inc. | 4.65% | Reduce -1.3% | 1,175,485 | $133.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.3% | 1,089,100 | $123.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.4% | 978,790 | $111.0M |
| LSV Asset Management | 0.23% | Add +1.1% | 936,768 | $106.4M |
| Millennium Management | 0.07% | Add +86.1% | 852,380 | $96.8M |
| D. E. Shaw & Co. | 0.05% | Add +566.9% | 505,332 | $57.4M |
| Squarepoint Ops LLC | 0.11% | Add +43.1% | 492,028 | $55.9M |
| Northern Trust Corp. | 0.01% | Reduce -26.1% | 469,279 | $53.3M |
| Neuberger Berman Group LLC | 0.04% | Reduce -4.7% | 441,556 | $50.2M |
| KBC Group NV | 0.11% | Add +16.3% | 434,211 | $49.3M |
| Norges Bank | 0.01% | — | 432,748 | $49.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.9% | 378,529 | $43.0M |
| Jane Street Group, LLC | 0.05% | Add +50.4% | 376,867 | $42.8M |
| Bank of America Corp. | 0.00% | Add +33.2% | 361,701 | $41.1M |
| Citadel Advisors | 0.03% | Reduce -19.7% | 361,471 | $41.1M |
| Nordea Investment Management AB | 0.03% | Add +18.0% | 338,192 | $38.3M |
| Worldquant Millennium Advisors LLC | 0.14% | Add +22.3% | 324,468 | $36.9M |
| Tudor Investment Corporation | 0.21% | Add +209.0% | 324,246 | $36.8M |
| UBS Group AG | 0.01% | Reduce -40.1% | 316,331 | $35.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +29.1% | 310,845 | $35.3M |
| Doma Perpetual Capital Management LLC | 9.68% | Reduce -14.8% | 302,883 | $34.4M |
| Wedge Capital Management L L P | 0.61% | Add +18.3% | 296,916 | $33.7M |
| Man Group plc | 0.06% | Add +10.7% | 293,263 | $33.3M |
| Voloridge Investment Management, LLC | 0.12% | Add +28.0% | 292,129 | $33.2M |
| Barclays PLC | 0.01% | Add +187.7% | 288,320 | $32.8M |
| Quantinno Capital Management LP | 0.06% | Add +131.3% | 268,276 | $30.5M |
| Deutsche Bank AG | 0.01% | Reduce -17.8% | 261,730 | $29.7M |
| Royal Bank of Canada | 0.01% | Reduce -44.1% | 259,132 | $29.4M |
| Tidal Investments LLC | 0.12% | Add +28.3% | 257,878 | $29.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -25.4% | 252,509 | $28.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.7% | 238,289 | $27.1M |
| Allianz Asset Management GmbH | 0.02% | Reduce -29.5% | 188,764 | $21.4M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Add +12.8% | 187,377 | $21.3M |
| Todd Asset Management LLC | 0.41% | Add +13.3% | 186,274 | $21.2M |
| HRT Financial LP | 0.06% | Reduce -19.3% | 174,728 | $19.9M |
| Renaissance Technologies | 0.03% | New | 171,500 | $19.5M |
| SG Americas Securities, LLC | 0.03% | Add +271.7% | 166,684 | $18.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -14.3% | 149,609 | $17.0M |
| Gotham Asset Management | 0.06% | Add +145.5% | 145,287 | $16.5M |
| Rhumbline Advisers | 0.01% | Reduce -3.4% | 135,514 | $15.4M |
| HSBC Holdings PLC | 0.01% | Add +71.7% | 133,080 | $15.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -60.4% | 132,265 | $15.0M |
| Qube Research & Technologies Ltd | 0.02% | New | 131,981 | $15.0M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | Add +541.7% | 127,622 | $14.5M |
| ExodusPoint Capital Management, LP | 0.16% | Add +152.4% | 125,275 | $14.2M |
| BNP Paribas Financial Markets | 0.01% | Add +25.4% | 121,447 | $13.8M |
| Rovin Capital /Ut/ | 3.64% | No change | 120,562 | $13.7M |
| Amundi | 0.00% | Reduce -70.3% | 120,414 | $13.7M |
| Trexquant Investment LP | 0.12% | Add +475.8% | 116,226 | $13.2M |
| Legal & General Group Plc | 0.00% | Reduce -48.1% | 113,076 | $12.8M |
| Natixis | 0.05% | Add +1266.2% | 104,707 | $11.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.5% | 99,519 | $11.3M |
| California Public Employees Retirement System | 0.01% | Reduce -19.1% | 94,656 | $10.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +11.8% | 94,400 | $10.7M |
| Citigroup Inc. | 0.01% | Add +77.3% | 93,863 | $10.7M |
| Nuveen, LLC | 0.00% | Reduce -10.2% | 93,754 | $10.7M |
| Pinebridge Investments LLC | 0.08% | — | 91,212 | $10.4M |
| Speece Thorson Capital Group Inc. | 2.18% | Reduce -5.3% | 88,552 | $10.1M |
| Sei Investments Co. | 0.01% | Add +3.1% | 87,393 | $9.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.09% | Add +63.5% | 86,000 | $9.8M |
| Te Ahumairangi Investment Management Ltd | 1.61% | Add +15.3% | 78,973 | $9.0M |
| Swiss National Bank | 0.01% | Reduce -32.5% | 77,600 | $8.8M |
| Quantbot Technologies LP | 0.28% | Add +156.9% | 74,925 | $8.5M |
| Atom Investors LP | 0.65% | Add +56.1% | 71,796 | $8.2M |
| Campbell & CO Investment Adviser LLC | 0.37% | Add +579.9% | 67,877 | $7.7M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +23.4% | 63,743 | $7.2M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.10% | — | 63,461 | $7.2M |
| National Philanthropic Trust | 0.07% | No change | 62,931 | $7.1M |
| Storebrand Asset Management As | 0.02% | Reduce -11.3% | 62,151 | $7.1M |
| Jefferies Financial Group Inc. | 0.06% | New | 61,051 | $6.9M |
| Jump Financial, LLC | 0.09% | Add +75.5% | 60,942 | $6.9M |
| Boston Partners | 0.01% | Reduce -17.6% | 59,531 | $6.8M |
| Victory Capital Management Inc. | 0.00% | Add +19.8% | 57,479 | $6.5M |
| Moore Capital Management, LP | 0.14% | Add +1.6% | 56,354 | $6.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -52.6% | 55,973 | $6.4M |
| Ossiam | 0.12% | Add +0.9% | 53,498 | $6.1M |
| Verition Fund Management LLC | 0.03% | Reduce -34.2% | 52,056 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -13.8% | 51,801 | $5.9M |
| Bank of Montreal | 0.00% | Add +17.6% | 49,900 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +20.8% | 49,546 | $5.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -2.0% | 48,854 | $5.6M |
| AQR Capital Management | 0.00% | Add +138.8% | 46,440 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +1.6% | 44,038 | $5.0M |
| National Bank of Canada | 0.01% | Add +54.6% | 43,470 | $4.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -37.7% | 42,628 | $4.8M |
| Stolper Co | 1.42% | Add +2.1% | 42,502 | $4.8M |
| Principal Financial Group Inc. | 0.00% | Add +1.0% | 40,800 | $4.6M |
| Inlet Private Wealth, LLC | 1.06% | Reduce -4.2% | 40,080 | $4.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -40.5% | 39,735 | $4.6M |
| Summit Trail Advisors, LLC | 0.08% | Add +4.5% | 39,963 | $4.5M |
| Comerica Bank | 0.02% | Add +13.0% | 39,756 | $4.5M |
| GHP Investment Advisors, Inc. | 0.19% | Reduce -1.2% | 39,738 | $4.5M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 39,174 | $4.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.1% | 38,427 | $4.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.4% | 38,283 | $4.3M |
| California State Teachers Retirement System | 0.00% | Reduce -25.9% | 37,197 | $4.2M |
| Bridgewater Associates | 0.01% | Add +30.7% | 35,022 | $4.0M |
| XTX Topco Ltd | 0.10% | New | 34,128 | $3.9M |
| Aquatic Capital Management LLC | 0.11% | Reduce -35.4% | 33,078 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -41.6% | 31,872 | $3.6M |
| Promethos Capital, LLC | 0.95% | Reduce -6.0% | 30,695 | $3.5M |
| Capital Fund Management S.A. | 0.03% | New | 29,797 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.0% | 28,551 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -12.8% | 27,669 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +22.5% | 27,559 | $3.1M |
| IMC-Chicago, LLC | 0.05% | Reduce -12.7% | 27,433 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Add +242.7% | 26,732 | $3.0M |
| Cannell & Spears LLC | 0.06% | Add +3.5% | 26,720 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -7.0% | 26,454 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.4% | 26,275 | $3.0M |
| Los Angeles Capital Management LLC | 0.01% | Add +132.2% | 24,322 | $2.9M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -17.5% | 25,166 | $2.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -34.6% | 24,232 | $2.8M |
| Shelton Capital Management | 0.05% | Reduce -10.1% | 24,154 | $2.7M |
| Empowered Funds, LLC | 0.04% | Add +422.3% | 22,966 | $2.6M |
| Gabelli Funds LLC | 0.02% | Reduce -3.4% | 22,907 | $2.6M |
| AlphaQuest LLC | 0.15% | Add +2314.8% | 22,820 | $2.6M |
| Entropy Technologies, LP | 0.14% | Add +62.9% | 22,186 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -20.9% | 22,112 | $2.5M |
| Occudo Quantitative Strategies LP | 0.17% | Add +180.3% | 21,706 | $2.5M |
| PEAK6 LLC | 0.07% | Add +108.7% | 21,667 | $2.5M |
| Redwood Investment Management, LLC | 0.27% | Add +136.3% | 21,269 | $2.4M |
| Deerfield Management Company, L.P. | 0.03% | Add +12.6% | 20,909 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -4.4% | 20,589 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -19.4% | 19,900 | $2.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.8% | 19,523 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +533.2% | 18,951 | $2.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 14,013 | $2.1M |
| Curated Wealth Partners LLC | 0.23% | Add +0.0% | 18,540 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +19.7% | 18,504 | $2.1M |
| FMR LLC | 0.00% | Reduce -86.2% | 18,495 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -6.1% | 18,149 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -52.8% | 17,351 | $2.0M |
| APG Asset Management N.V. | 0.01% | Reduce -23.0% | 20,229 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -4.5% | 16,932 | $1.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -88.8% | 16,900 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -28.8% | 16,713 | $1.9M |
| Nomura Asset Management International Inc. | 0.00% | — | 16,400 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +461.1% | 16,380 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.9% | 15,864 | $1.8M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | — | 15,482 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.6% | 15,220 | $1.7M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -74.9% | 14,717 | $1.7M |
| Dark Forest Capital Management LP | 0.08% | Add +698.1% | 14,637 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -15.4% | 14,590 | $1.7M |
| Romano Brothers and Company | 0.19% | Reduce -0.5% | 14,588 | $1.7M |
| Group One Trading LLC | 0.05% | Reduce -46.2% | 14,307 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.9% | 14,292 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | — | 14,113 | $1.6M |
| Schroder Investment Management Group | 0.00% | Reduce -52.1% | 13,950 | $1.6M |
| FORA Capital, LLC | 0.19% | Add +97.4% | 13,639 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.8% | 13,585 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 13,449 | $1.5M |
| ING Groep NV | 0.01% | Add +418.7% | 13,321 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -76.5% | 12,837 | $1.5M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -13.9% | 12,645 | $1.4M |
| Globeflex Capital L P | 0.22% | Reduce -4.4% | 12,446 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +444.0% | 12,240 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 12,194 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Reduce -65.7% | 11,656 | $1.3M |
| Sciencast Management LP | 0.18% | Add +588.9% | 11,457 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +2.8% | 11,420 | $1.3M |
| iA Global Asset Management Inc. | 0.02% | Add +8.6% | 11,338 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.8% | 11,281 | $1.3M |
| Credit Agricole S A | 0.00% | Reduce -70.3% | 11,210 | $1.3M |
| Rothschild Investment LLC | 0.07% | Reduce -4.6% | 11,100 | $1.3M |
| Qsemble Capital Management, LP | 0.10% | New | 11,003 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.28% | New | 10,949 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -10.6% | 10,948 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.9% | 10,572 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 10,300 | $1.2M |
| AlphaGrep UK Ltd | 0.39% | — | 10,278 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +1.2% | 10,206 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.9% | 10,150 | $1.2M |
| Urban Wealth Management, LLC | 1.06% | — | 10,076 | $1.1M |
| Nomura Holdings Inc. | 0.00% | Add +277.8% | 9,638 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.9% | 9,621 | $1.1M |
| Callahan Advisors, LLC | 0.09% | New | 9,592 | $1.1M |
| Czech National Bank | 0.01% | Add +2.5% | 9,309 | $1.1M |
| State of Michigan Retirement System | 0.01% | Reduce -11.4% | 9,249 | $1.1M |
| Public Sector Pension Investment Board | 0.00% | Add +284.8% | 9,136 | $1.0M |
| Havemeyer Place LP | 0.20% | — | 9,118 | $1.0M |
| Creative Planning | 0.00% | Add +3.3% | 9,021 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Add +30.2% | 8,972 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +420.1% | 8,967 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.4% | 8,914 | $1.0M |
| Martin Capital Advisors, LLP | 0.59% | No change | 8,864 | $1.0M |
| Lecap Asset Management Ltd. | 0.40% | New | 8,731 | $992K |
| Financial Strategies Group, Inc. | 0.18% | Add +21.3% | 8,544 | $980K |
| Mountain Lake Investment Management LLC | 0.74% | New | 8,547 | $971K |
| Unifi Asset Management LP | 1.05% | — | 8,521 | $968K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -68.6% | 8,400 | $954K |
| Engineers Gate Manager LP | 0.01% | Add +380.3% | 8,390 | $953K |
| Fieldview Capital Management, LLC | 0.16% | New | 8,389 | $953K |
| Two Sigma Investments, LP | 0.00% | New | 8,354 | $949K |
| Amalgamated Bank | 0.01% | Add +3.3% | 8,237 | $936K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.1% | 8,229 | $935K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.4% | 8,211 | $933K |
| New York Life Investment Management LLC | 0.01% | Reduce -10.5% | 8,008 | $910K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -30.5% | 8,001 | $909K |
| Voya Investment Management LLC | 0.00% | Reduce -10.0% | 7,826 | $889K |
| Boothbay Fund Management, LLC | 0.02% | New | 7,807 | $887K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +70.7% | 7,679 | $886K |
| Helios Capital Management Pte. Ltd. | 0.59% | No change | 7,600 | $863K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -69.3% | 7,558 | $859K |
| Retirement Systems of Alabama | 0.00% | Reduce -1.5% | 7,510 | $853K |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 7,508 | $853K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.8% | 7,382 | $839K |
| Freestone Grove Partners LP | 0.01% | New | 7,360 | $836K |
| ProShare Advisors LLC | 0.00% | Add +6.4% | 7,271 | $826K |
| Fox Hill Wealth Management | 0.38% | Reduce -11.2% | 7,258 | $825K |
| Kintegral Advisory, LLC | 0.07% | Reduce -2.7% | 7,240 | $823K |
| Toronto Dominion Bank | 0.00% | Reduce -48.7% | 7,013 | $797K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 6,954 | $790K |
| NewEdge Advisors, LLC | 0.00% | Add +1217.4% | 6,903 | $784K |
| Kesler, Norman & Wride, LLC | 0.13% | Add +38.7% | 6,761 | $768K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -63.4% | 6,738 | $766K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +2.9% | 6,706 | $764K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.1% | 6,697 | $761K |
| Gsa Capital Partners LLP | 0.07% | New | 6,680 | $759K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.0% | 6,650 | $756K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -70.8% | 6,591 | $749K |
| Mission Wealth Management, LP | 0.02% | Add +0.0% | 6,587 | $748K |
| Xponance LLC | 0.01% | Reduce -25.7% | 6,568 | $746K |
| Commerce Bank | 0.00% | Reduce -67.1% | 6,495 | $738K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -64.3% | 6,324 | $718K |
| TD Asset Management Inc | 0.00% | Reduce -86.0% | 6,140 | $698K |
| 1832 Asset Management L.P. | 0.00% | Add +15.6% | 6,009 | $683K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.6% | 6,241 | $682K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.7% | 5,984 | $680K |
| Inceptionr LLC | 0.19% | New | 5,975 | $679K |
| Brooklyn Investment Group | 0.03% | New | 5,937 | $674K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.3% | 5,713 | $649K |
| Yousif Capital Management, LLC | 0.01% | Reduce -20.7% | 6,187 | $643K |
| Delta Financial Advisors LLC | 0.17% | No change | 5,585 | $635K |
| Advisory Services Network, LLC | 0.01% | Add +544.1% | 5,552 | $631K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -24.4% | 5,502 | $625K |
| United Capital Financial Advisors, LLC | 0.00% | Add +137.1% | 5,500 | $625K |
| Vestcor Inc | 0.02% | Reduce -9.3% | 5,427 | $617K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.1% | 5,384 | $612K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 5,349 | $608K |
| Danske Bank A/S | 0.00% | Reduce -75.3% | 5,300 | $602K |
| Whittier Trust Co. | 0.01% | No change | 5,039 | $578K |
| Ritholtz Wealth Management | 0.01% | Reduce -14.1% | 4,944 | $562K |
| Aigen Investment Management, LP | 0.13% | New | 4,917 | $559K |
| Catalyst Funds Management Pty Ltd | 0.13% | Add +63.3% | 4,900 | $557K |
| LMR Partners LLP | 0.01% | New | 4,891 | $556K |
| Bokf, NA | 0.01% | Reduce -37.7% | 4,837 | $550K |
| Radnor Capital Management, LLC | 0.08% | No change | 4,800 | $545K |
| Savant Capital, LLC | 0.00% | Add +5.0% | 4,640 | $527K |
| Johnson Investment Counsel Inc. | 0.00% | Add +23.9% | 4,563 | $518K |
| Versor Investments LP | 0.08% | Add +32.3% | 4,497 | $511K |
| Fox Run Management, L.L.C. | 0.08% | New | 4,436 | $504K |
| ASO GROUP Ltd | 0.19% | — | 4,291 | $488K |
| DRW Securities, LLC | 0.04% | New | 4,290 | $487K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -94.5% | 4,279 | $486K |
| AdvisorShares Investments LLC | 0.08% | New | 4,270 | $485K |
| Numerai GP LLC | 0.06% | Reduce -9.1% | 4,270 | $485K |
| Denali Advisors LLC | 0.05% | New | 4,237 | $481K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 4,238 | $481K |
| Syon Capital LLC | 0.02% | Add +122.7% | 4,151 | $472K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 4,124 | $469K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,112 | $467K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 4,100 | $466K |
| American Century Companies Inc. | 0.00% | Reduce -34.6% | 4,079 | $463K |
| Sage Investment Counsel LLC | 0.50% | Reduce -2.8% | 4,035 | $458K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.4% | 4,023 | $457K |
| Virtu Financial LLC | 0.02% | New | 3,974 | $451K |
| Captrust Financial Advisors | 0.00% | Add +8.1% | 3,864 | $439K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -2.2% | 3,800 | $432K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -4.4% | 3,799 | $432K |
| PharVision Advisers, LLC | 0.22% | Add +140.5% | 3,744 | $425K |
| Cibc World Markets Corp. | 0.00% | — | 3,685 | $419K |
| Truist Financial Corp. | 0.00% | Reduce -71.5% | 3,658 | $416K |
| Sig Brokerage, LP | 0.14% | Add +44.8% | 3,643 | $414K |
| Cynosure Group, LLC | 0.04% | New | 3,496 | $397K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -10.6% | 3,495 | $397K |
| State of Wyoming | 0.04% | Add +17.7% | 3,447 | $392K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,388 | $385K |
| Sippican Capital Advisors | 0.24% | Reduce -66.6% | 3,322 | $377K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +62.1% | 3,313 | $376K |
| Aristeia Capital, L.L.C. | 0.02% | New | 3,283 | $373K |
| Maia Wealth LLC | 0.06% | No change | 2,429 | $364K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.5% | 3,203 | $364K |
| Decision Investments, Inc. | 0.40% | — | 3,199 | $363K |
| Prospera Financial Services Inc | 0.01% | Reduce -10.7% | 3,170 | $360K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -97.9% | 3,148 | $357K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,140 | $357K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -56.9% | 3,100 | $352K |
| Franklin Resources Inc. | 0.00% | Reduce -68.4% | 3,066 | $348K |
| Bank of Nova Scotia | 0.00% | Reduce -38.7% | 3,026 | $344K |
| Blair William & Co. | 0.00% | New | 3,008 | $342K |
| BTG Pactual Asset Management US LLC | 0.04% | Add +111.4% | 3,006 | $342K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,000 | $341K |
| PFG Investments, LLC | 0.02% | Reduce -23.9% | 2,990 | $340K |
| Oxford Asset Management LLP | 0.12% | New | 2,983 | $339K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +44.3% | 2,930 | $336K |
| Walleye Capital LLC | 0.00% | Add +32.2% | 2,958 | $336K |
| SoundView Advisors Inc. | 0.12% | Reduce -26.9% | 2,913 | $330K |
| Mount Lucas Management LP | 0.14% | Reduce -1.8% | 2,852 | $324K |
| Bessemer Group Inc. | 0.00% | Reduce -6.4% | 2,852 | $324K |
| NWF Advisory Services Inc. | 0.04% | No change | 2,835 | $322K |
| Leonteq Securities AG | 0.02% | Add +66.3% | 2,828 | $321K |
| Cerity Partners LLC | 0.00% | Add +8.4% | 2,818 | $320K |
| Pacer Advisors, Inc. | 0.00% | Reduce -75.3% | 2,789 | $317K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 2,789 | $317K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 2,470 | $313K |
| Atria Investments, Inc | 0.00% | Add +32.6% | 2,731 | $310K |
| Ethic Inc. | 0.00% | Add +9.2% | 2,723 | $309K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.9% | 2,720 | $309K |
| Wellington Management Group LLP | 0.00% | Reduce -69.2% | 2,714 | $308K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -55.8% | 2,713 | $308K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,709 | $308K |
| Mizuho Securities USA LLC | 0.01% | Reduce -1.3% | 2,570 | $308K |
| Sterling Capital Management LLC | 0.01% | Add +7.7% | 2,699 | $307K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.3% | 2,659 | $302K |
| Hollencrest Capital Management | 0.01% | No change | 2,639 | $300K |
| Allstate Corp. | 0.00% | Add +39.7% | 2,630 | $299K |
| Marshall Wace, LLP | 0.00% | Reduce -94.3% | 2,600 | $295K |
| Sanctuary Advisors, LLC | 0.00% | Add +33.1% | 2,519 | $286K |
| Value Investment Professionals, LLC | 0.29% | — | 2,451 | $278K |
| US Bancorp \de | 0.00% | Add +0.3% | 2,441 | $277K |
| GAMMA Investing LLC | 0.01% | Add +59.1% | 2,371 | $269K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.4% | 2,360 | $268K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.6% | 2,349 | $267K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,332 | $265K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,292 | $260K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -85.2% | 2,287 | $260K |
| Walleye Trading LLC | 0.00% | Add +240.3% | 2,253 | $256K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +10.5% | 2,230 | $253K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.0% | 2,228 | $253K |
| Royal London Asset Management Ltd. | 0.00% | No change | 2,190 | $249K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -73.2% | 2,183 | $248K |
| V-Square Quantitative Management LLC | 0.03% | New | 2,161 | $246K |
| Cwm, LLC | 0.00% | Add +49.1% | 2,155 | $245K |
| Norinchukin Bank, The | 0.00% | Reduce -2.3% | 2,150 | $244K |
| Teacher Retirement System of Texas | 0.00% | Reduce -60.6% | 2,150 | $244K |
| Beverly Hills Private Wealth, LLC | 0.04% | Add +7.1% | 2,132 | $242K |
| Hartford Investment Management Co. | 0.01% | No change | 2,111 | $240K |
| Hantz Financial Services, Inc. | 0.00% | Add +102.5% | 2,065 | $235K |
| Empirical Finance, LLC | 0.01% | Reduce -2.6% | 2,051 | $233K |
| CX Institutional | 0.01% | Add +31.2% | 2,039 | $232K |
| Wedmont Private Capital | 0.01% | Add +13.6% | 2,085 | $231K |
| Lotus Technology Management, LP | 0.13% | — | 2,030 | $231K |
| Aberdeen Group plc | 0.00% | Reduce -82.5% | 2,024 | $230K |
| Tiaa Trust, National Association | 0.00% | No change | 2,011 | $228K |
| Twinbeech Capital LP | 0.02% | New | 1,967 | $223K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.0% | 1,961 | $223K |
| denkapparat Operations GmbH | 0.12% | No change | 1,938 | $220K |
| Capula Management Ltd | 0.00% | Add +57.5% | 1,932 | $219K |
| First Horizon Corp. | 0.01% | Add +257.7% | 1,928 | $219K |
| Vontobel Holding Ltd. | 0.00% | Add +11.6% | 1,920 | $218K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -87.7% | 1,902 | $216K |
| Patton Fund Management, Inc. | 0.03% | Add +10.3% | 1,890 | $215K |
| Clearstead Advisors, LLC | 0.00% | Add +15.0% | 1,886 | $214K |
| Keybank National Association | 0.00% | Reduce -19.0% | 1,863 | $212K |
| Utah Retirement Systems | 0.00% | Reduce -7.8% | 1,863 | $212K |
| Maryland State Retirement & Pension System | 0.00% | No change | 1,859 | $211K |
| Evergreen Capital Management LLC | 0.00% | New | 1,849 | $210K |
| Lifeworks Advisors, LLC | 0.03% | No change | 1,810 | $206K |
| Interchange Capital Partners, LLC | 0.04% | Add +14.6% | 1,801 | $205K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -5.3% | 1,800 | $204K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -98.2% | 1,784 | $203K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -1.6% | 1,763 | $200K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -9.1% | 1,761 | $200K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -10.6% | 1,686 | $192K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1.1% | 1,679 | $191K |
| Macquarie Group Ltd. | 0.00% | Reduce -92.4% | 1,636 | $186K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -91.0% | 1,635 | $186K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -91.8% | 1,623 | $184K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | — | 1,512 | $172K |
| Global Retirement Partners, LLC | 0.00% | Add +1906.7% | 1,505 | $171K |
| MUFG Securities EMEA plc | 0.00% | Add +114.5% | 1,467 | $167K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -1.4% | 1,395 | $158K |
| North Star Investment Management Corp. | 0.01% | No change | 1,390 | $158K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -92.8% | 1,280 | $145K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.6% | 1,273 | $145K |
| Atlas Capital Advisors Inc. | 0.02% | — | 1,221 | $139K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -1.1% | 1,127 | $128K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -1.7% | 1,080 | $123K |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.7% | 1,049 | $119K |
| Covestor Ltd | 0.06% | Add +18.8% | 1,049 | $119K |
| Versant Capital Management, Inc | 0.01% | Add +220.5% | 1,032 | $117K |
| Zions Bancorporation, National Association | 0.01% | Add +533.1% | 1,032 | $117K |
| Deseret Mutual Benefit Administrators | 0.05% | Reduce -17.9% | 985 | $112K |
| Mufg Securities Americas Inc. | 0.01% | Reduce -1.4% | 951 | $108K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 923 | $105K |
| Securian Asset Management, Inc. | 0.00% | Reduce -44.9% | 899 | $102K |
| Gen-Wealth Partners Inc | 0.03% | Add +10.0% | 880 | $100K |
| STRS Ohio | 0.00% | Reduce -6.3% | 841 | $96K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.1% | 819 | $93K |
| Blue Trust, Inc. | 0.00% | Add +38.7% | 785 | $89K |
| Smartleaf Asset Management LLC | 0.00% | Add +66.6% | 753 | $86K |
| Basepoint Wealth LLC | 0.05% | New | 730 | $83K |
| City Holding Co. | 0.01% | Reduce -83.5% | 720 | $82K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -37.4% | 708 | $80K |
| Intact Investment Management Inc. | 0.00% | New | 700 | $80K |
| Horizon Investments, LLC | 0.00% | Add +2.8% | 695 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +49.2% | 670 | $76K |
| Estabrook Capital Management | 0.01% | No change | 650 | $74K |
| TD Private Client Wealth LLC | 0.00% | Add +7.6% | 607 | $69K |
| CENTRAL TRUST Co | 0.00% | No change | 575 | $65K |
| Canada Post Corp Registered Pension Plan | 0.00% | Add +51.6% | 558 | $63K |
| Quent Capital, LLC | 0.00% | Add +3.3% | 537 | $61K |
| Allworth Financial LP | 0.00% | Reduce -5.7% | 532 | $60K |
| Camelot Portfolios, LLC | 0.04% | New | 500 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -12.0% | 491 | $56K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 476 | $54K |
| Sankala Group LLC | 0.04% | — | 345 | $54K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 450 | $51K |
| SJS Investment Consulting Inc. | 0.01% | Add +17.2% | 449 | $51K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -96.8% | 449 | $51K |
| MAI Capital Management | 0.00% | Add +6.0% | 441 | $50K |
| AlphaCentric Advisors LLC | 0.05% | — | 441 | $50K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.3% | 440 | $50K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 401 | $49K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 400 | $45K |
| Kestra Advisory Services, LLC | 0.00% | New | 398 | $45K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -7.3% | 378 | $43K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 360 | $41K |
| Employees Retirement System of Texas | 0.00% | No change | 347 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.5% | 335 | $38K |
| Huntington National Bank | 0.00% | Reduce -16.2% | 330 | $37K |
| Arax Advisory Partners | 0.00% | Reduce -18.6% | 328 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 326 | $37K |
| Cromwell Holdings LLC | 0.02% | No change | 309 | $35K |
| Bayforest Capital Ltd | 0.03% | Reduce -85.6% | 308 | $35K |
| Caitlin John, LLC | 0.02% | New | 300 | $34K |
| Resources Management Corp. /CT/ | 0.00% | No change | 300 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.1% | 299 | $34K |
| Elevation Wealth Partners, LLC | 0.01% | Add +147.3% | 277 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -51.1% | 272 | $31K |
| Ancora Advisors LLC | 0.00% | Add +26900.0% | 270 | $31K |
| Quarry LP | 0.00% | Add +5.0% | 253 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -74.9% | 243 | $28K |
| Copia Wealth Management | 0.02% | No change | 202 | $23K |
| DV Trading LLC | 0.00% | — | 200 | $23K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 196 | $22K |
| Strategic Advocates LLC | 0.01% | Reduce -86.5% | 195 | $22K |
| Larson Financial Group LLC | 0.00% | Add +4000.0% | 164 | $19K |
| Tema ETFs LLC | 0.00% | New | 156 | $18K |
| CYBER HORNET ETFs LLC | 0.01% | Add +0.7% | 151 | $17K |
| Torren Management, LLC | 0.01% | — | 151 | $17K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.3% | 151 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 146 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 134 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.8% | 127 | $14K |
| Coastline Trust Co | 0.00% | No change | 125 | $14K |
| True Wealth Design, LLC | 0.00% | Add +66.2% | 123 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +46.3% | 120 | $14K |
| Sentry Investment Management LLC | 0.01% | No change | 115 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 110 | $12K |
| UMB Bank, n.a. | 0.00% | Reduce -42.1% | 103 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 100 | $11K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $11K |
| Godsey & Gibb, Inc. | 0.00% | No change | 100 | $11K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -11.7% | 98 | $11K |
| Triumph Capital Management | 0.00% | New | 96 | $11K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 94 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 90 | $10K |
| Root Financial Partners, LLC | 0.00% | Reduce -30.5% | 82 | $9K |
| Private Trust Co. NA | 0.00% | No change | 76 | $9K |
| Bank of New Hampshire | 0.00% | No change | 75 | $9K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $9K |
| ORG Partners LLC | 0.00% | Add +650.0% | 75 | $9K |
| Chilton Capital Management LLC | 0.00% | No change | 66 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 66 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 65 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +31.1% | 59 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Add +168.2% | 59 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $7K |
| Cornerstone Financial Management LLC | 0.01% | — | 57 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 55 | $6K |
| Assetmark, Inc. | 0.00% | Add +12.5% | 54 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 54 | $6K |
| Summit Securities Group LLC | 0.00% | Reduce -14.5% | 53 | $6K |
| DV Equities, LLC | 0.00% | — | 49 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 48 | $5K |
| Grove Bank & Trust | 0.00% | No change | 48 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +7.1% | 45 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.3% | 43 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 44 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -30.2% | 44 | $5K |
| Elyxium Wealth, LLC | 0.00% | New | 44 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $5K |
| SageView Advisory Group, LLC | 0.00% | New | 42 | $5K |
| Sachetta, LLC | 0.00% | Reduce -28.6% | 40 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 37 | $4K |
| MV Capital Management, Inc. | 0.00% | Reduce -7.5% | 37 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 33 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -40.4% | 28 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +36.4% | 30 | $3K |
| CKW Financial Group | 0.00% | No change | 25 | $3K |
| LRI Investments, LLC | 0.00% | No change | 25 | $3K |
| Red Tortoise LLC | 0.00% | No change | 23 | $3K |
| Aspect Partners, LLC | 0.00% | Add +21.1% | 23 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +23.5% | 21 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 18 | $2K |
| GW&K Investment Management, LLC | 0.00% | Add +38.5% | 18 | $2K |
| Inspire Investing, LLC | 0.00% | New | 17 | $2K |
| Abound Wealth Management | 0.00% | No change | 16 | $2K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 15 | $2K |
| Legacy Bridge, LLC | 0.00% | New | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.1% | 13 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $1K |
| Howard Hughes Medical Institute | 0.00% | No change | 8 | $909 |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $909 |
| Johnson Financial Group, Inc. | 0.00% | Reduce -93.0% | 8 | $909 |
| Spire Wealth Management | 0.00% | Reduce -11.1% | 8 | $909 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $908 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 6 | $682 |
| SouthState Bank Corp | 0.00% | Reduce -40.0% | 6 | $682 |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 5 | $570 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $569 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -76.5% | 4 | $424 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $341 |
| Harbour Investments, Inc. | 0.00% | Reduce -25.0% | 3 | $341 |
| AdvisorNet Financial, Inc | 0.00% | Add +50.0% | 3 | $341 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -66.7% | 3 | $341 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 3 | $340 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $228 |
| Nemes Rush Group LLC | 0.00% | New | 2 | $227 |
| Arcadia Investment Management Corp. | 0.00% | New | 1 | $114 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $114 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $114 |
| Avion Wealth | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is DVA's weight in each manager's 13F, not the share of Davita Inc. the manager owns.